The dollar is likely to extend its rebound this month in what is typically a strong part of the year for US economic data, according to Jayati Bharadwaj , a currency strategist at TD Securities . A Bloomberg gauge of the greenback just rounded out its biggest two-day rally since April, in part after a surprisingly solid reading on US factory data. The statistics helped the currency recover from th...
The dollar is likely to extend its rebound this month in what is typically a strong part of the year for US economic data, according to Jayati Bharadwaj , a currency strategist at TD Securities . A Bloomberg gauge of the greenback just rounded out its biggest two-day rally since April, in part after a surprisingly solid reading on US factory data. The statistics helped the currency recover from the nearly four-year low it touched last month, when it slid about 1.3%. Bharadwaj sees the dollar gaining 2% in February, a move that would run counter to the bearish sentiment that has been pressuring the greenback lower over the past month or so. “If the previous trend follows, where US data starts surprising to the upside, then you can see a little bit of a dollar bounce in that,” she said. The US currency kicked off the year on a weak note, extending last year’s roughly 8% slide. The Trump administration’s policies, including his threats to slap new tariffs on European allies as part of his quest to take over Greenland , and his pressure on the Federal Reserve, have rattled markets. So did the president’s comments indicating he was comfortable with the dollar’s losses — which Treasury Secretary Scott Bessent subsequently moved to walk back. But all the bearish factors will eventually catch up with the greenback, Bharadwaj said. That’s why she’s encouraging clients to use dollar strength to enter bets against it, in favor of the euro, the Australian dollar, the British pound and the Swedish krona. She predicts the euro will reach $1.22 in the third quarter, the strongest since 2021, from around $1.18 now. “That’s an easy trade you can make because the number of reasons we have for a dollar selloff are much longer than we have for any persistent dollar rally,” she said. “Any correction in the dollar higher or any positioning clearing out is a good time to reengage in a more meaningful dollar short.”
RCI Hospitality ( RICK ) received a Nasdaq notice of noncompliance with listing rule for failing to timely file its Form 10-K. T he company has not yet filed its Form 10-K for the fiscal year ended September 30, 2025. RCI has until March 31, 2026 to file the delinquent Form 10-K or submit a plan to regain compliance. If a compliance plan is submitted and accepted, Nasdaq may grant an extension of ...
RCI Hospitality ( RICK ) received a Nasdaq notice of noncompliance with listing rule for failing to timely file its Form 10-K. T he company has not yet filed its Form 10-K for the fiscal year ended September 30, 2025. RCI has until March 31, 2026 to file the delinquent Form 10-K or submit a plan to regain compliance. If a compliance plan is submitted and accepted, Nasdaq may grant an extension of up to 180 days, through June 29, 2026. More on RCI Hospitality RCI Hospitality: Legal Drama, Controversial Buybacks, And No Catalysts RCI Hospitality: Management Shuffle, Uncertain Strategy RCI reports 1Q26 club, restaurant sales of $70.3 million RCI Hospitality reports Q4 Preliminary results Seeking Alpha’s Quant Rating on RCI Hospitality
pick-uppath/E+ via Getty Images Kevin Warsh will be the new Fed Chairman, and the market’s reaction was a general sell-off, from bonds and cryptos to stocks and commodities. In particular, what caught everyone’s attention was the 30% drop in silver and the 10% drop for gold in a single day. While I am writing this article, both gold and silver are extending their losses. Weren’t these two precious...
pick-uppath/E+ via Getty Images Kevin Warsh will be the new Fed Chairman, and the market’s reaction was a general sell-off, from bonds and cryptos to stocks and commodities. In particular, what caught everyone’s attention was the 30% drop in silver and the 10% drop for gold in a single day. While I am writing this article, both gold and silver are extending their losses. Weren’t these two precious metals supposed to protect us from dollar debasement? Is the latter already over? Before answering these questions, I think it is important to start with the basics: what is dollar debasement? What is Dollar Debasement? The dollar debasement is not a new concept, but it has become recurring since Nixon (1971) decided to end the convertibility of the US dollar in gold: that was the origin of the current fiat monetary system. Compared to the previous one that was backed by gold, the current one is totally based on trust. In other words, we must trust that a piece of paper is worth something. The biggest advantage of the fiat monetary system is that, if used properly, its money supply flexibility can make recessions less painful. When a recession occurs, the Fed starts injecting liquidity into the system, and the government increases fiscal spending. This is why the economy had a V-shaped recovery in 2020 and, in a couple of years, came out of one of the worst financial crises ever (2008). Furthermore, this is why we didn’t have the most awaited recession in 2022. With the previous system backed by gold, such a wide flexibility of the money supply couldn’t be possible, and overcoming a recession was more complex: you can’t inject a significant amount of money into the economy if gold reserves remain the same. In theory, this system seems better than the previous one, but it has a huge downside: it works as long as you use it properly. With properly I mean using a counter-cyclical approach. Therefore, saving during good times and spending when things get messy. The fiat moneta...
Investing.com -- Nvidia (NASDAQ:NVDA) stock fell 0.7% in after-hours trading Monday, following a 2.9% decline during the regular session, after Reuters reported that OpenAI is dissatisfied with some of Nvidia’s latest AI chips and has been seeking alternatives. According to the report, OpenAI began looking for alternative chip suppliers last year, particularly for AI inference - the process where ...
Investing.com -- Nvidia (NASDAQ:NVDA) stock fell 0.7% in after-hours trading Monday, following a 2.9% decline during the regular session, after Reuters reported that OpenAI is dissatisfied with some of Nvidia’s latest AI chips and has been seeking alternatives. According to the report, OpenAI began looking for alternative chip suppliers last year, particularly for AI inference - the process where models like ChatGPT respond to user queries. While Nvidia remains dominant in chips for training large AI models, inference has become a new competitive battleground in the semiconductor industry. This development could potentially strain the relationship between two of AI’s most prominent players, especially as the companies have reportedly been in investment talks. The news comes after Nvidia’s stock had already declined earlier in the day following a Wall Street Journal report that negotiations for Nvidia to invest up to $100 billion in OpenAI had broken down. Nvidia CEO Jensen Huang later clarified that the company would "absolutely" be involved in OpenAI’s current funding round, though he indicated the investment would be "nothing like" the previously reported $100 billion figure. The developments highlight potential challenges to Nvidia’s dominant position in the AI chip market, as major customers like OpenAI explore alternatives for specific AI processing needs. Mizuho analyst Daniel O’Regan commented on today’s fall, saying "I think the story hurts sentiment around a key customer of NVDA in OAI." Related articles Nvidia stock falls as OpenAI seeks AI chip rivals Nvidia's new Alpamayo project: What it means for Tesla? Wolfe Research outlines eight risks that could spark stock declines in 2026
Palantir Technologies Inc. (PLTR) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +8.18%. A quarter ago, it was expected that this company would post earnings of $0.17 per ...
Palantir Technologies Inc. (PLTR) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +8.18%. A quarter ago, it was expected that this company would post earnings of $0.17 per share when it actually produced earnings of $0.21, delivering a surprise of +23.53%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Palantir Technologies, which belongs to the Zacks Internet - Software industry, posted revenues of $1.41 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.46%. This compares to year-ago revenues of $827.52 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Palantir Technologies shares have lost about 17.5% since the beginning of the year versus the S&P 500's gain of 1.4%. What's Next for Palantir Technologies? While Palantir Technologies has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of har...
Palantir Technologies Inc. (PLTR) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +8.18%. A quarter ago, it was expected that this company would post earnings of $0.17 per ...
Palantir Technologies Inc. (PLTR) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +8.18%. A quarter ago, it was expected that this company would post earnings of $0.17 per share when it actually produced earnings of $0.21, delivering a surprise of +23.53%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Palantir Technologies, which belongs to the Zacks Internet - Software industry, posted revenues of $1.41 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.46%. This compares to year-ago revenues of $827.52 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Palantir Technologies shares have lost about 17.5% since the beginning of the year versus the S&P 500's gain of 1.4%. What's Next for Palantir Technologies? While Palantir Technologies has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of har...
Palantir Technologies Inc. (PLTR) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +8.18%. A quarter ago, it was expected that this company would post earnings of $0.17 per ...
Palantir Technologies Inc. (PLTR) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +8.18%. A quarter ago, it was expected that this company would post earnings of $0.17 per share when it actually produced earnings of $0.21, delivering a surprise of +23.53%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Palantir Technologies, which belongs to the Zacks Internet - Software industry, posted revenues of $1.41 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.46%. This compares to year-ago revenues of $827.52 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Palantir Technologies shares have lost about 17.5% since the beginning of the year versus the S&P 500's gain of 1.4%. What's Next for Palantir Technologies? While Palantir Technologies has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of har...
Palantir Technologies Inc. (PLTR) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +8.18%. A quarter ago, it was expected that this company would post earnings of $0.17 per ...
Palantir Technologies Inc. (PLTR) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.23 per share. This compares to earnings of $0.14 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +8.18%. A quarter ago, it was expected that this company would post earnings of $0.17 per share when it actually produced earnings of $0.21, delivering a surprise of +23.53%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Palantir Technologies, which belongs to the Zacks Internet - Software industry, posted revenues of $1.41 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 4.46%. This compares to year-ago revenues of $827.52 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Palantir Technologies shares have lost about 17.5% since the beginning of the year versus the S&P 500's gain of 1.4%. What's Next for Palantir Technologies? While Palantir Technologies has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of har...
Douglas Rissing/iStock via Getty Images So, the President finally made his Fed Chair nomination, and oddly enough, it was Kevin Warsh . I did not want to believe the President was seriously considering Mr. Warsh for the top job at the Fed, but, apparently, he was. It certainly is an interesting pick, an atypical one, in my view. Sure, I understand that he may have been the most "qualified" candida...
Douglas Rissing/iStock via Getty Images So, the President finally made his Fed Chair nomination, and oddly enough, it was Kevin Warsh . I did not want to believe the President was seriously considering Mr. Warsh for the top job at the Fed, but, apparently, he was. It certainly is an interesting pick, an atypical one, in my view. Sure, I understand that he may have been the most "qualified" candidate on the President's short list for Fed Chair. I also understand that boosting the dollar, "restoring" the Fed's independence, and credibility are crucial factors. On the other hand, look at the market's reaction. While it may turn out to be a short-term knee-jerk reaction, crippling gold/silver prices and other commodity prices wasn't a great initial reaction. Concerning the unprecedented precious metals drop, which is something I haven't seen in my lifetime. I recall the 2011 declines being less severe. The crash was fine for me because I had anticipated it regardless of the Fed Chair's nomination. I took almost all of my profits in gold and silver and even made an excellent trade on the short side. However, we should also consider that a 40%+ crash in silver futures ( XAGUSD:CUR ) and a 20% drop in gold futures ( XAUUSD:CUR ) in such a short timeframe are not healthy phenomena. Yes, these metals were very overbought, and there was much FOMO toward the end. Silver Futures: 1-Hour Candle Chart SI (thinkorswim) I wrote an article about selling/decreasing positions and essentially shorting silver right around the top. It's never different, I said, as parabolic moves lead to crashes. Also, the CME increased margin requirements for gold and silver several times as prices surged in mid and late January, which essentially helped enable and fuel the crash. I believe the announcement of the new Fed Chair was simply the pin that pricked the precious metals bubble. Moreover, even if a less hawkish Fed Chair was nominated, I think that the gold and silver market would have had a sig...
In this article ORCL Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 1:34 01:34 Oracle plans massive AI spend in 2026: Here's what to know Squawk Box Oracle's 5-year credit default swaps tumbled 17% after the software vendor's plan to raise $50 billion in debt and equity bolstered investor confidence that the company will be able to avoid a credit downgrade as it funds its artifici...
In this article ORCL Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 1:34 01:34 Oracle plans massive AI spend in 2026: Here's what to know Squawk Box Oracle's 5-year credit default swaps tumbled 17% after the software vendor's plan to raise $50 billion in debt and equity bolstered investor confidence that the company will be able to avoid a credit downgrade as it funds its artificial intelligence buildout. "Equity financing significantly inhibits the downside for credit," Andrew Keches, a credit analyst at Barclays, wrote in a note to clients on Monday. Keches upgraded Oracle's debt to overweight and said that its CDS should compress further. Credit default swaps are like insurance for investors, with buyers paying for protection in case the borrower can't repay its debt. Oracle's CDS soared late last year on concerns that the company's massive data center commitments would damage its balance sheet, putting debt investors at risk. Oracle raised $18 billion in a jumbo bond sale in September, one of the largest debt issuances on record in the tech industry. The 5-year swaps have been viewed by the market as a way for investors to hedge their bets on the AI boom. Oracle has been caught in a "peak fear" cycle for the past couple months, with the market reacting negatively to virtually any headline, wrote Keches. Oracle said on Sunday it planned to raise $45 billion to $50 billion in debt and equity this year to build additional capacity to meet contracted demand from its cloud customers, which include Nvidia , Meta , OpenAI and Elon Musk's xAI. Using equity as a lever is a notable signal to bond investors that the company isn't solely reliant on debt. Shares of Oracle are down by half since they peaked in September on fears tied to the company's financing plans and its dependency on OpenAI. At least $300 billion of Oracle's $523 billion in remaining performance obligations is tied to OpenAI, according to analysts at D.A. Davidson. Following the company's...
jetcityimage/iStock Editorial via Getty Images It has been roughly 15 months since Home Depot, Inc.'s ( HD ) stock hit an all-time high in late 2024 and since I warned that the share price was hovering at unsustainable levels. Back in November in 2024, the chances of HD's shareholders underperforming the market were quite high and in my view it was a mistake for anyone to rely on the short-term mo...
jetcityimage/iStock Editorial via Getty Images It has been roughly 15 months since Home Depot, Inc.'s ( HD ) stock hit an all-time high in late 2024 and since I warned that the share price was hovering at unsustainable levels. Back in November in 2024, the chances of HD's shareholders underperforming the market were quite high and in my view it was a mistake for anyone to rely on the short-term momentum to continue. Fast-forward to today and HD is now down by almost 9% since I first covered the stock and the outlook has not improved. Data by YCharts My investment thesis revolves around specific problems that HD is facing, alongside some industry or even market-wide headwinds . The problem is that since I first rated HD as a sell these headwinds have not really materialized and in spite of all that, HD stock tanked. As a matter of fact, since November of 2024, both the S&P 500 and Consumer Discretionary stocks are at double-digit rates, with the broader equity index approaching 20%. Data by YCharts The reason why I say that this is a problem is because these market-wide forces have been a significant tailwind for the HD stock, and it still fell during the past 15 months or so. This is a clear sign that the stock was priced at unsustainably high levels at above $400 a piece, but it also suggests that market participants are also seeing more risks ahead. There are a number of reasons why investors should not rush to buy the recent dip in HD's share, especially after the company's most recent Q3 report. It raised some major red flags that could be a start of a trend and the upcoming Q4 report later this month would either confirm or refute this thesis. Nonetheless, so far, there's nothing to suggest that investors should expect a reversal of the recent trend in HD's share price, especially once we consider some important macroeconomic developments. The Early Signs Although I have been warning against the risks attached to investing in HD for more than a year now, the la...
00:02 Speaker A Palantir reporting fourth quarter earnings just moments ago. Let's get some more reaction with Shy Belur, Chief market strategist at Futurum. Shy, Palantir just reported, results crossed the wire. We are surging here. We're up about 8% in the after hours. What do you make of the result, Shy? 00:20 Shy Belur First and most important, the growth debate is officially over. I mean, I t...
00:02 Speaker A Palantir reporting fourth quarter earnings just moments ago. Let's get some more reaction with Shy Belur, Chief market strategist at Futurum. Shy, Palantir just reported, results crossed the wire. We are surging here. We're up about 8% in the after hours. What do you make of the result, Shy? 00:20 Shy Belur First and most important, the growth debate is officially over. I mean, I think a lot of the AI bears were bracing for a deceleration and Palantir's 2026 guidance. We actually got a reacceleration. Uh, they were embracing for a low 40s. Palantir just got it a 61% growth uh for 2026. So that is the single most important data point in this release in my opinion because it's showing that growth is continuing to reaccelerate off of an already massive base. and that alone validates the peak growth narrative that drove the draw down to earnings, especially when the market is just so risk off on anything dealing with software, but this print alone proved that Palantir is not enterprise software. They truly are infrastructure and more importantly, this is coming is is isn't coming from one off contracts or just any kind of single vertical. It's their whole business. Their US commercial revenue went up 137% year every year and they guided to over 115% growth next year. So that tells me demand is broad, it's repeatable and we're still very early in what uh Palantir's commercial build out's going to be. 01:17 Speaker A On that commercial uh build out. I'm glad you you picked up on that, Shy. So US commercial, 137%, it's up to 507 million. That was an easy beat. I mean, the analysts had pencilled in 479. Um what is Palantir's secret sauce here, Shy. What what are they doing different? 01:38 Shy Belur They're essentially walking into these rooms asking their customers, what do you want AI to do for you? and then they actually do them. They're not just an AI wrapper centered around someone else's data. They're not just some kind of marketing slogan that they're...
Two weeks later on 16 February 2010, the government announced an agreement had been reached to sell the business to JP Morgan for $1.7bn (£1.2bn) dollars. After leaving office following the general election of May 2010, Lord Mandelson wrote to Epstein on Christmas Day to discuss plans to generate work for his consultancy firm Global Counsel.
Two weeks later on 16 February 2010, the government announced an agreement had been reached to sell the business to JP Morgan for $1.7bn (£1.2bn) dollars. After leaving office following the general election of May 2010, Lord Mandelson wrote to Epstein on Christmas Day to discuss plans to generate work for his consultancy firm Global Counsel.
Feb 2 (Reuters) - Teradyne forecast first-quarter revenue above Wall Street estimates on Monday, driven by multibillion-dollar investments by technology companies on data center expansion to enable AI capabilities. The company, with customers including Qualcomm and Texas Instruments, forecast first-quarter revenue between $1.15 billion and $1.25 billion, ahead of analysts' average estima...
Feb 2 (Reuters) - Teradyne forecast first-quarter revenue above Wall Street estimates on Monday, driven by multibillion-dollar investments by technology companies on data center expansion to enable AI capabilities. The company, with customers including Qualcomm and Texas Instruments, forecast first-quarter revenue between $1.15 billion and $1.25 billion, ahead of analysts' average estimate of $934.5 million, according to data compiled by LSEG. (Reporting by Juby Babu in Mexico City; Editing by Krishna Chandra Eluri)