What Happened? Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 2.5% in the afternoon session after Rosenblatt analyst Kevin Cassidy reaffirmed a 'Buy' rating on the company, maintaining the price target at $55.00. This analyst action signaled a positive outlook for the company. The move also came as the company prepared to report its second-quarter earnings. There was an expec...
What Happened? Shares of server solutions provider Super Micro (NASDAQ:SMCI) jumped 2.5% in the afternoon session after Rosenblatt analyst Kevin Cassidy reaffirmed a 'Buy' rating on the company, maintaining the price target at $55.00. This analyst action signaled a positive outlook for the company. The move also came as the company prepared to report its second-quarter earnings. There was an expectation that Super Micro would benefit from the ramp-up of NVIDIA's Blackwell graphics processing units (GPUs), with easing AI supply-chain bottlenecks potentially supporting sales. After the initial pop the shares cooled down to $29.73, up 2.3% from previous close. Is now the time to buy Super Micro? Access our full analysis report here, it’s free. What Is The Market Telling Us Super Micro’s shares are extremely volatile and have had 64 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 12 days ago when the stock gained 3.6% on the news that President Trump cooled fears of a transatlantic trade war by calling off scheduled tariffs on European allies. The rally followed a productive meeting in Davos with NATO Secretary General Mark Rutte, where a "framework of a future deal" regarding Greenland and the Arctic region was established. By explicitly ruling out the use of military force and suspending the 10% tariffs previously set for February 1st, the administration provided the "sigh of relief" the market desperately needed after Tuesday's sharp sell-off. Technology and semiconductor leaders like Nvidia and AMD spearheaded the recovery as investors quickly pivoted back into growth stocks. The "Sell America" trade from the prior session reversed sharply, with the Nasdaq Composite jumping 1.5% and the S&P 500 erasing its 2026 losses. This rebound was further supported by a stabilizatio...
The January jobs report won’t be published Friday as scheduled due to the partial government shutdown, but investors probably won’t have to wait long for critical insights into the health of the labor market.
The January jobs report won’t be published Friday as scheduled due to the partial government shutdown, but investors probably won’t have to wait long for critical insights into the health of the labor market.
Key Points UPS' 2026 free-cash-flow guidance exceeds expectations and supports its dividend. Cost savings and reduced capital expenditures are driving near-term cash-flow improvements. Reliance on property sales and cost cuts raises questions about long-term growth and dividend sustainability. 10 stocks we like better than United Parcel Service › UPS (NYSE: UPS) surprised the market with its full-...
Key Points UPS' 2026 free-cash-flow guidance exceeds expectations and supports its dividend. Cost savings and reduced capital expenditures are driving near-term cash-flow improvements. Reliance on property sales and cost cuts raises questions about long-term growth and dividend sustainability. 10 stocks we like better than United Parcel Service › UPS (NYSE: UPS) surprised the market with its full-year 2026 guidance for $6.5 billion in free cash flow (FCF). It's a figure that appears to secure the company's $5.4 billion dividend payment and will reassure passive-income-seeking investors who bought the stock for its dividend yield (currently 6.3%). The guidance came in significantly above the Wall Street analyst consensus going into the earnings. Does it secure the dividend and make the stock worth buying? UPS shocks the market The big surprise in the company's guidance came not only from the FCF guidance but also from three main sources. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » First is the $3 billion in cost savings management expects to generate in 2026, on top of the $3.5 billion in savings generated in 2025. To be clear, not all of these cost savings are fixed, as UPS is naturally reducing variable and semi-variable costs as it continues to reduce Amazon delivery volume. As a reminder, management's plan is to reduce low- or negative-margin Amazon volumes by 50% from the start of 2025 to the middle of 2026. This so-called "glidedown" means UPS reduced 48,000 positions in 2025 and plans to lay off another 30,000 in 2026. In addition, 93 buildings were closed in 2026, and the plan is to close another 24 in the first half of 2026. Roughly a third of the 2025 cost cuts were structural, and together with the 2026 cost cuts will start feeding through in the second half and then into 2027. That will boost cash flow. One-off property sales are b...
By Hannah Lang Feb 2 (Reuters) - Bitcoin investors liquidated $2.56 billion in recent days, according to data provider CoinGlass, as cryptocurrencies slumped following a sell-off in other risk assets, including equities and precious metals. The wipeouts in both short and long bitcoin positions are far below the record $19 billion in crypto liquidations the market experienced after U.S. President...
By Hannah Lang Feb 2 (Reuters) - Bitcoin investors liquidated $2.56 billion in recent days, according to data provider CoinGlass, as cryptocurrencies slumped following a sell-off in other risk assets, including equities and precious metals. The wipeouts in both short and long bitcoin positions are far below the record $19 billion in crypto liquidations the market experienced after U.S. President Donald Trump announced new tariffs on China. Even so, analysts say the fresh cascade of wipeouts demonstrates how sensitive the crypto market has become to risk-off sentiment. While bitcoin is notoriously volatile, cryptocurrencies have been weighed down by fresh concerns about the AI trade and a sell-off in precious metals sparked by Trump's announcement that he was picking Kevin Warsh as his Fed chair nominee. "What we've seen the last few months is probably people taking a step back while they have to reassess their risk frameworks and how they operate in this market," said Adam McCarthy, a senior research analyst at digital market data provider Kaiko. Bitcoin fell as low as $104,782.88 during the October 10-11 period, after setting a fresh record high just days earlier above $126,000. It has yet to regain those peaks, and was last trading at around $78,396, after falling more than 6% on Saturday. Thin weekend liquidity also exacerbated downward moves over the weekend, Bitfinex analysts said in a Monday research report. "The biggest risk to prices at these levels have been outside forces — whether including a sharp rise in unemployment or deterioration of the AI trade," said Jim Ferraioli, director of crypto research and strategy at Charles Schwab's Schwab Center for Financial Research. Markets encountered a barrage of news last week that weighed heavily on investor sentiment, including disappointing Microsoft earnings that raised concerns about AI spending. Microsoft on Wednesday reported revenue growth in its Azure cloud-computing business that was only sligh...
narvo vexar/iStock via Getty Images Overview As market indices continue to hover near all-time highs, it may be challenging to find attractive opportunities in the market. While a lot of the attention revolves around the tech markets, high-quality income funds remain attractively priced. This is where the KKR Income Opportunities Fund ( KIO ) comes in. When I previously covered KIO, I issued a hol...
narvo vexar/iStock via Getty Images Overview As market indices continue to hover near all-time highs, it may be challenging to find attractive opportunities in the market. While a lot of the attention revolves around the tech markets, high-quality income funds remain attractively priced. This is where the KKR Income Opportunities Fund ( KIO ) comes in. When I previously covered KIO, I issued a hold rating due to the elevated risk profile and uncertainty around interest rates at the time. Since then, the interest rate environment has shifted and the fund released an updated annual report, which prompted me to reassess its overall value proposition now that we've crossed into 2026. Looking at the performance over the last twelve months, we can see that KIO's share price has declined by about 8.2%. The fund has failed to hold onto the positive momentum of prior quarters. When including all distributions that were paid out to shareholders, the total return jumps up to nearly 3.5% over the same time frame. KIO now offers investors a starting dividend yield of about 12.6%, while issuing payouts on a monthly basis. After reviewing the annual report, KIO's distribution coverage is a bit inconsistent, but I don't anticipate there to be any dividend cuts over the next twelve months. Data by YCharts However, the fund's appeal is a bit tricky at this time. For instance, KIO trades at a reasonably attractive price to NAV valuation, but the earnings for 2025 were quite disappointing. As interest rates remain elevated, I believe that the fund's growth potential can remain a bit limited. However, a scenario where interest rates continue to trend downward over the next twelve months can potentially act as a growth catalyst. So let's start by taking a look at the underlying strategy that KIO implements to generate its earnings for shareholders. Fund Strategy According to the latest fact sheet , KIO has total managed assets of $754M that are spread across a diversified range of income...
The trial of Norway's Crown Princess Mette-Marit son is due to start in Tuesday in Oslo. Marius Borg Høiby is accused of 38 charges, including the rape of four women, assaulting and threatening a girlfriend and damaging her flat, as well as drugs charges and driving offences. If found guilty, he could face more than 10 years in jail. On Sunday, Høiby was arrested for the fourth time since being de...
The trial of Norway's Crown Princess Mette-Marit son is due to start in Tuesday in Oslo. Marius Borg Høiby is accused of 38 charges, including the rape of four women, assaulting and threatening a girlfriend and damaging her flat, as well as drugs charges and driving offences. If found guilty, he could face more than 10 years in jail. On Sunday, Høiby was arrested for the fourth time since being detained by police since August 2024. This comes as links between his mother and late sex offender Jeffrey Epstein were revealed. The BBC's Europe digital editor, Paul Kirby, reports from outside the court. Video edited by Gabriela Boccaccio.
Yuliya Taba/iStock via Getty Images I've continued to rate Federated Hermes, Inc. ( FHI ) as 'Buy.' FHI's recent earnings exceeded the market's expectations by a mid-teens percent. I think it will do well going forward with the success of equity quant strategies and tokenization-related opportunities. Its above-consensus 3rd quarter financials and the buyout of an asset management firm were outlin...
Yuliya Taba/iStock via Getty Images I've continued to rate Federated Hermes, Inc. ( FHI ) as 'Buy.' FHI's recent earnings exceeded the market's expectations by a mid-teens percent. I think it will do well going forward with the success of equity quant strategies and tokenization-related opportunities. Its above-consensus 3rd quarter financials and the buyout of an asset management firm were outlined in my earlier November 4, 2025, update . Q4 EPS Represented 14% Beat FHI issued a press release on Thursday, Jan 29, disclosing its latest numbers. Its bottom line surged +33.7% to $1.39/share in Oct-Dec '25. That was a big step-up from 4Q24's 8.3% and 3Q25's 26.4% growth rates. The group also did better than what analysts anticipated. The consensus earnings estimate was a more modest $1.22. My analysis suggests that the strong showing was driven by multiple factors. In the latest three-month period, FHI registered net "Money Market Fund/MMF" inflows of $30B. As per its results briefing commentary, that asset class accounted for 60% of the "$13.4 million" turnover expansion for 4Q25. Its Q4 announcement also highlighted a "7.9 million increase in (U.K.) real estate development fees." There's good potential in this business area. My Nov '25 write-up mentioned that "its existing real estate-related operations are solely focused on the United Kingdom." I added then that the investment in "a privately held U.S. real estate investment manager" called FCP will allow it to "venture into new (property-related) segments within the U.S." There were also fixed-cost leverage effects. FHI's "Operating Expenses/OPEX" went up +10.5% YoY in the final quarter of last year. During the same timeframe, its topline was 13.7% higher. EBIT-to-revenue widened by +210 bps (basis points) YoY and +50 bps sequentially to 4Q2025's 28.1%. That was equivalent to a 0.4ppts (percentage points) outperformance versus consensus. It also helped that FHI bought back its own stock at a faster-than-anticipated...
Artesian Resources ( ARTNA ) ( ARTNB ) declared $0.3136/share quarterly dividend , in line with previous. Forward yield 3.77% Payable Feb. 25; for shareholders of record Feb. 13; ex-div Feb. 13. See ARTNA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Artesian Resources Artesian Resources: A Growing Customer Base Drives Growth Artesian Resources: A Consistent Dividend Grower To Buy No...
Artesian Resources ( ARTNA ) ( ARTNB ) declared $0.3136/share quarterly dividend , in line with previous. Forward yield 3.77% Payable Feb. 25; for shareholders of record Feb. 13; ex-div Feb. 13. See ARTNA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Artesian Resources Artesian Resources: A Growing Customer Base Drives Growth Artesian Resources: A Consistent Dividend Grower To Buy Now Seeking Alpha’s Quant Rating on Artesian Resources Financial information for Artesian Resources
Igor Kutyaev/iStock via Getty Images Intercontinental Exchange ( ICE ) secured the green light from the U.S. Securities and Exchange Commission to operate a clearinghouse for Treasury securities, according to a media report on Monday. The new service is now live, with plans to add repurchase agreements by the end of 2026 after a testing period, Paul Hamill, chief commercial officer of the company’...
Igor Kutyaev/iStock via Getty Images Intercontinental Exchange ( ICE ) secured the green light from the U.S. Securities and Exchange Commission to operate a clearinghouse for Treasury securities, according to a media report on Monday. The new service is now live, with plans to add repurchase agreements by the end of 2026 after a testing period, Paul Hamill, chief commercial officer of the company’s ICE Clear Credit unit, told Bloomberg in an interview. The move introduces competition into the $30T Treasury market that has historically relied on a single registered clearinghouse, the Fixed Income Clearing Corp., part of the Depository Trust & Clearing Corp. CME Group ( CME ) got approved late last year to become a central clearer for Treasuries. ICE's ( ICE ) service supports both "done-with" trades, where a dealer clears its own transactions, and "done-away" trades, where a different dealer acts as the clearing agent, Bloomberg reported. “This is the first time there will be true competition and choice for clearing in the Treasury market in its long history,” Hamill said , noting “there is demand for competition and improvements and modernization of the Treasury market.” More on Intercontinental Exchange Intercontinental Exchange, Inc. (ICE) Presents at Goldman Sachs 2025 U.S. Financial Services Conference Transcript Intercontinental Exchange, Inc. (ICE) Presents at UBS Global Technology and AI Conference 2025 Transcript Intercontinental Exchange: Ringing The Closing Bell - Sell ICE futures and options touch record open interest, up 20% Y/Y NYSE develops platform for 24/7 trading of tokenized securities
Nottingham Forest have signed defender Luca Netz from Borussia Monchengladbach. The left-back has penned a four-and-a-half-year deal at the City Ground on deadline day. He will offer competition for Neco Williams after Oleksandr Zinchenko's loan from Arsenal was cancelled for him to join Ajax. The move comes after Forest, 17th in the Premier League, failed with three bids for Celtic midfielder Arn...
Nottingham Forest have signed defender Luca Netz from Borussia Monchengladbach. The left-back has penned a four-and-a-half-year deal at the City Ground on deadline day. He will offer competition for Neco Williams after Oleksandr Zinchenko's loan from Arsenal was cancelled for him to join Ajax. The move comes after Forest, 17th in the Premier League, failed with three bids for Celtic midfielder Arne Engels. Netz said: "Nottingham Forest is a great club with a unique history. The chance to play for this club in the Premier League immediately excited me. "I am ready for a new challenge and the next step in my career." Netz came through the academy at Hertha Berlin and joined Gladbach in 2021, playing 124 times for them. The German made his Bundesliga debut for Hertha at 17 and has 17 caps for Germany's Under-21s. Forest's global head of football Edu Gaspar said: "A part of the model is to add talented young players to the squad that can grow with us. "Despite his age, Luca has played well over 100 times at the highest level in Germany, so we are signing a player with a good blend of potential and experience. "With the ability to play on the left side, Luca brings balance to our team and we are all looking forward to see him settle in Nottingham and contribute for the rest of the season and beyond."
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer shared his thoughts on. When a caller asked if Cramer still likes the company, he stated: Yes, I like Palantir. Now, Palantir’s trading right now with the cohort that is ServiceNow and Salesforce. By the way, those are great companies. But I think that right, look, everything I hear when you hire them, business does better. A...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer shared his thoughts on. When a caller asked if Cramer still likes the company, he stated: Yes, I like Palantir. Now, Palantir’s trading right now with the cohort that is ServiceNow and Salesforce. By the way, those are great companies. But I think that right, look, everything I hear when you hire them, business does better. And that’s why I liked it, not momentum. So I can’t back away from it right here. If anything, I would say a great opportunity to buy Palantir, and it’s not like I talked to Dr. Alex Karp. A laptop and a computer monitor display a detailed stock market technical analysis chart. Photo by Jakub Zerdzicki on Pexels Palantir Technologies Inc. (NASDAQ:PLTR) develops data analytics and AI software platforms, including Gotham, Foundry, Apollo, and Palantir Artificial Intelligence Platform, that help organizations integrate, analyze, and act on complex data. A caller asked for Cramer’s opinion on the stock during the January 22 episode, as he commented: I like Palantir. I mean, I like Palantir, but I’m watching, of course… the unbelievable work that our team is doing over in Davos. And over and over and over again, what do you hear? Well, Palantir’s great. Palantir’s great. Palantir’s great. I would not leave Palantir. I know it’s momentum. It’s not going away. While we acknowledge the potential of PLTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer shared his thoughts on. Cramer said that the company is “running the game,” as he remarked: Is Amazon paper or scissors? I think it’s paper. But this game changes so quickly, you may actually have to rush the judgment. Unless, of course, you’re NVIDIA. They aren’t playing a game at all. They’re running the game. They’re the house. Th...
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer shared his thoughts on. Cramer said that the company is “running the game,” as he remarked: Is Amazon paper or scissors? I think it’s paper. But this game changes so quickly, you may actually have to rush the judgment. Unless, of course, you’re NVIDIA. They aren’t playing a game at all. They’re running the game. They’re the house. That’s the best place to be. Photo by Javier Esteban on Unsplash NVIDIA Corporation (NASDAQ:NVDA) develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics and embedded systems, and automotive technologies. Cramer highlighted his interview with the CEO during the January 27 episode, as he commented: Hardly a day goes by when we don’t see some government intervention in the economy. Yesterday, I spoke to Jensen Huang, CEO of NVIDIA. He was in China… He seemed confident that he could win some meaningful Chinese business, but he said he preferred to keep the potential contracts out of any earnings estimate for the time being. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer shared his thoughts on. Cramer said that the company is “running the game,” as he remarked: Is Amazon paper or scissors? I think it’s paper. But this game changes so quickly, you may actually have to rush the judgment. Unless, of course, you’re NVIDIA. They aren’t playing a game at all. They’re running the game. They’re the house. Th...
NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks Jim Cramer shared his thoughts on. Cramer said that the company is “running the game,” as he remarked: Is Amazon paper or scissors? I think it’s paper. But this game changes so quickly, you may actually have to rush the judgment. Unless, of course, you’re NVIDIA. They aren’t playing a game at all. They’re running the game. They’re the house. That’s the best place to be. Photo by Javier Esteban on Unsplash NVIDIA Corporation (NASDAQ:NVDA) develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics and embedded systems, and automotive technologies. Cramer highlighted his interview with the CEO during the January 27 episode, as he commented: Hardly a day goes by when we don’t see some government intervention in the economy. Yesterday, I spoke to Jensen Huang, CEO of NVIDIA. He was in China… He seemed confident that he could win some meaningful Chinese business, but he said he preferred to keep the potential contracts out of any earnings estimate for the time being. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer shared his thoughts on. Cramer was bullish on the company, as he said: … I bet when we hear from them next week, we’ll realize, nuh-uh, AI search winner. Alphabet may be next week’s rock, and it may be even making more money from AI than Meta. Photo by Kai Wenzel on Unsplash Alphabet Inc. (NASDAQ:GOOGL) provides tech-related products and...
Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks Jim Cramer shared his thoughts on. Cramer was bullish on the company, as he said: … I bet when we hear from them next week, we’ll realize, nuh-uh, AI search winner. Alphabet may be next week’s rock, and it may be even making more money from AI than Meta. Photo by Kai Wenzel on Unsplash Alphabet Inc. (NASDAQ:GOOGL) provides tech-related products and services, including search, advertising, cloud computing, AI tools, and digital content platforms like YouTube and Google Play. Cramer said that the company looks like the “only winner in AI” during the episode aired on January 13. The Mad Money host commented: Hey, you want hate? I’ll give you hate. All you have to do is declare you’re going for clean energy to power your data centers. If Microsoft and Meta Platforms were to abandon their dislike of fossil fuels and go all in, say, on despised clean coal, or at least cleaner natural gas, they could actually lift their heads and not have them blown off. Without cheap energy, though, what really matters is that Alphabet increasingly looks like the only winner in AI for the moment. And it’s partnered with Apple to power Siri and who knows what else. Winner. While we acknowledge the potential of GOOGL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.