NVIDIA NASDAQ: NVDA used a recent webinar on “Co-package Silicon Photonic Switch for Gigawatt AI Factories” to outline how it is designing networking and optical interconnects to support large-scale AI “factories,” with Senior Vice President of Networking Gilad Shainer detailing the company’s approach to building AI supercomputers and the role co-packaged optics (CPO) plays in power efficiency and...
NVIDIA NASDAQ: NVDA used a recent webinar on “Co-package Silicon Photonic Switch for Gigawatt AI Factories” to outline how it is designing networking and optical interconnects to support large-scale AI “factories,” with Senior Vice President of Networking Gilad Shainer detailing the company’s approach to building AI supercomputers and the role co-packaged optics (CPO) plays in power efficiency and reliability. Get NVIDIA alerts: Sign Up Data centers as “the computer” and four interconnect layers Shainer framed modern AI infrastructure around the idea that “the data center is the computer,” arguing that AI workloads depend on many computing elements operating together and that the network increasingly defines the capability of the overall system. He described an AI supercomputer as a combination of four major infrastructures: Scale-up: NVLink connects NVIDIA H100 GPUs to form what he called a rack-scale GPU, with tens of GPUs today and potentially hundreds in the future operating as a single unit. NVLink connects NVIDIA H100 GPUs to form what he called a rack-scale GPU, with tens of GPUs today and potentially hundreds in the future operating as a single unit. Scale-out: Spectrum-X Ethernet is positioned as the end-to-end fabric connecting racks to enable distributed workloads across hundreds of thousands of GPUs. Spectrum-X Ethernet is positioned as the end-to-end fabric connecting racks to enable distributed workloads across hundreds of thousands of GPUs. Context memory storage: A storage tier within an AI pod, leveraging BlueField DPUs “data and storage processors,” aimed at inferencing storage requirements. A storage tier within an AI pod, leveraging BlueField DPUs “data and storage processors,” aimed at inferencing storage requirements. Scale across: A Spectrum-X-based approach intended to connect multiple data centers into a single computing engine when single-site scaling is limited by power or real estate, targeting “giga-scale” AI factories. Spectrum-X Ethern...
Seeking Alpha More on Pfizer Pfizer: Buyer Beware, The Risk Outweighs The Reward Pfizer: A High-Yield Pharma At A Turning Point Pfizer: The Great Healthcare Plan Does Not Change My Bullish Stance Pfizer obesity therapy causes up to 12% weight loss in mid-stage study Pfizer Non-GAAP EPS of $0.66 beats by $0.09, revenue of $17.6B beats by $770M
Seeking Alpha More on Pfizer Pfizer: Buyer Beware, The Risk Outweighs The Reward Pfizer: A High-Yield Pharma At A Turning Point Pfizer: The Great Healthcare Plan Does Not Change My Bullish Stance Pfizer obesity therapy causes up to 12% weight loss in mid-stage study Pfizer Non-GAAP EPS of $0.66 beats by $0.09, revenue of $17.6B beats by $770M
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Vlad Savov admires the endurance of iPhone demand. Tech Across the Globe Palantir’s strong quarter: The data software company with close ties to the US government exceeded estimates with its latest revenue and annual forecast, sending its stock higher in late trading. NXP...
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Vlad Savov admires the endurance of iPhone demand. Tech Across the Globe Palantir’s strong quarter: The data software company with close ties to the US government exceeded estimates with its latest revenue and annual forecast, sending its stock higher in late trading. NXP’s struggles: The Dutch chipmaker reported slightly slower growth than anticipated in its key automotive market, adding to concern about the pace of the company’s recovery. OpenAI-xAI court fight: OpenAI accused Elon Musk’s artificial intelligence startup of destroying evidence in a lawsuit that alleges OpenAI blocked competition in the market for generative AI tools. Revalued Waymo raised $16 billion in a funding round that valued the Alphabet robotaxi company at $126 billion. The financing was led by new investors including Sequoia Capital. Waymo leads the field of companies vying for commercial autonomous driving operations, running full driverless, fare-charging services in about a half-dozen US cities with plans to expand this year in the US and into the UK. This isn’t easy Apple’s powers of persuasion remain unimpeachable. The company’s iPhone hasn’t had the industry’s best mobile camera for a decade,* lags behind Android rivals in battery and memory specifications, and doesn’t even include a charger in the box. And yet the iPhone just set a record for its best quarter of sales in China ever. It’s a powerful reminder that iPhones are not fungible goods — consumers don’t readily exchange them for other smartphones. I checked in with my buddies at Counterpoint Research for their latest assessment of what precipitated such strong sales for the US company in the world’s biggest mobile market. The first thing is what analyst Ivan Lam calls a super upgrade cycle, with a spate of iPhone owners who purchased a handset during the pandemic aching for an update. “Apple planted t...
China’s 4.5-generation fighter the J-10C appeared at the Singapore Air Show this week amid a drive by Beijing to boost arms sales to Southeast Asia. Last year, the model gained increasing global prominence following reports that it had been used by the Pakistan Air Force to shoot down at least one French-made Rafale fighter operated by India during the two countries’ brief border conflict. The sev...
China’s 4.5-generation fighter the J-10C appeared at the Singapore Air Show this week amid a drive by Beijing to boost arms sales to Southeast Asia. Last year, the model gained increasing global prominence following reports that it had been used by the Pakistan Air Force to shoot down at least one French-made Rafale fighter operated by India during the two countries’ brief border conflict. The seven J-10C jets taking part in the Singapore Air Show arrived in the city state on Wednesday last week, accompanied by a Y-20A refuelling tanker. Advertisement Six of the jets later took part in an aerobatic display outside the Changi Exhibition Hall, where the air show is taking place, and two of the planes also performed solo aerobatic manoeuvres. The J-10C is a single-engine, multirole combat aircraft developed by China’s Chengdu Aircraft Corporation, and earlier models of the plane, such as the J-10A, featured at the 2020 Singapore Air Show. Advertisement
RadNet ( RDNT ) acquired the outpatient imaging assets of Northwest Radiology Network, marking its entry into Indiana and the Midwest region. This deal adds six multimodality imaging centers in the greater Indianapolis area, along with contracted services from 18 Northwest radiologists. The acquisition is projected to generate ~$18M in annualized revenue for RadNet. More on RadNet RadNet, Inc. (RD...
RadNet ( RDNT ) acquired the outpatient imaging assets of Northwest Radiology Network, marking its entry into Indiana and the Midwest region. This deal adds six multimodality imaging centers in the greater Indianapolis area, along with contracted services from 18 Northwest radiologists. The acquisition is projected to generate ~$18M in annualized revenue for RadNet. More on RadNet RadNet, Inc. (RDNT) Presents at 44th Annual J.P. Morgan Healthcare Conference Prepared Remarks Transcript RadNet, Inc. (RDNT) Analyst/Investor Day Transcript RadNet, Inc. (RDNT) Q3 2025 Earnings Call Transcript RadNet expands to Southwest Florida with acquisition of Radiology Regional RadNet buys CIMAR UK
Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 29, Raymond James reduced its price target on Microsoft Corporation (NASDAQ:MSFT) from $600 to $580 and kept its Outperform rating after the company released its fiscal 2026 second-quarter results. The firm pointed out that Azure growth and guidance were about one percentage point less than wh...
Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 29, Raymond James reduced its price target on Microsoft Corporation (NASDAQ:MSFT) from $600 to $580 and kept its Outperform rating after the company released its fiscal 2026 second-quarter results. The firm pointed out that Azure growth and guidance were about one percentage point less than what investors had expected. Raymond James noted that Microsoft Corporation’s (NASDAQ:MSFT) Azure growth is being held back by the company’s own decisions to direct resources toward first-party applications and services and internal research and development efforts. Pixabay/Public Domain Also on January 29, Piper Sandler cut its price target on Microsoft Corporation (NASDAQ:MSFT) from $650 to $600 and maintained an Overweight rating. The firm noted that the company is still focusing on its broader platform, allocating capacity across Azure, first-party applications, and internal research and development instead of focusing only on Azure growth. Piper Sandler believes that demand for Microsoft Corporation’s (NASDAQ:MSFT) services is still exceeding supply, with Azure’s growth reflecting the capacity that the company has allocated rather than end customer demand. The firm also noted that Microsoft Corporation (NASDAQ:MSFT) is increasingly directing capital toward short-lived assets like GPUs and CPUs to deal with near-term capacity limits. Piper Sandler is still positive on the company and highlighted strong commercial remaining performance obligation growth of $625 billion including OpenAI, which is an increase of 110%. The research firm believes Microsoft Corporation (NASDAQ:MSFT) is in a good position to benefit from additional AI-related workloads. Microsoft Corporation (NASDAQ:MSFT) is an American technology company that specializes in AI-powered cloud, productivity, and business solutions. The company develops and markets software, services, and hardware. While we acknowl...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 22, Phillip Securities started covering Palantir Technologies Inc. (NASDAQ:PLTR), giving the stock a Buy rating and setting the price target at $208. Phillip Securities noted that the stock could move higher as the company’s fundamentals improve and its total addressable market continues ...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the 10 Best AI Software Stocks to Buy Right Now. On January 22, Phillip Securities started covering Palantir Technologies Inc. (NASDAQ:PLTR), giving the stock a Buy rating and setting the price target at $208. Phillip Securities noted that the stock could move higher as the company’s fundamentals improve and its total addressable market continues to grow. According to the research firm, Palantir Technologies Inc. (NASDAQ:PLTR) has “just” captured 2.4% of its $119 billion total addressable market estimated in 2020. With the company’s AI software growing at more than 25% a year, Phillip Securities noted that the addressable market has probably expanded, which supports “significant upside” for the stock. Earlier, on January 6, Truist Securities also initiated coverage of Palantir Technologies Inc. (NASDAQ:PLTR), giving it a Buy rating and a price target of $223. The firm noted that the stock trades at a high valuation but highlighted the company’s strong opportunity to help governments and enterprises adopt generative AI. Truist Securities pointed to improving momentum supported by the launch of Palantir Technologies Inc.’s (NASDAQ:PLTR) Artificial Intelligence Platform (AIP). In its initiation report, the research firm described Palantir Technologies Inc. (NASDAQ:PLTR) as a “best-in-class AI asset.” Palantir Technologies Inc. (NASDAQ:PLTR) is an American software company that specializes in big data analytics and AI platforms. The company serves key government and commercial enterprises. 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: 11 Most Profitable Cheap Stocks to Invest In Now and 12 Best 5G Stocks to Inv...
Chinese robotics firms continue to secure fresh financing, including from state-backed funds, as investors shift focus from hardware to the “brains” of humanoids – the software and operating systems that underpin their intelligence. Alongside hardware-centric companies like Unitree Robotics , a new wave of firms is emerging with capital directed towards robotic software and operating systems. Shen...
Chinese robotics firms continue to secure fresh financing, including from state-backed funds, as investors shift focus from hardware to the “brains” of humanoids – the software and operating systems that underpin their intelligence. Alongside hardware-centric companies like Unitree Robotics , a new wave of firms is emerging with capital directed towards robotic software and operating systems. Shenzhen-based humanoid robot maker LimX Dynamics announced on Monday the completion of its US$200 million series B round. The company last month unveiled LimX Cosa, an operating system for embodied artificial intelligence agents. Advertisement Physical AI start-up Orca also said on Monday it had completed pre-A and pre-A+ funding rounds. It said its eponymous system was benchmarked against Nvidia’s Omniverse, a platform for virtual worlds that allows developers to build physically accurate simulation environments for training embodied robots. X Square Robot, founded in 2023, completed a 1 billion yuan (US$144 million) A++ round last month. The Shenzhen-based company focuses on developing foundation models for robotics. ByteDance was among the investors, joining previous backers Meituan and Alibaba Group Holding. Alibaba owns the South China Morning Post. Three humanoid robots sit at Unitree’s first retail store in Beijing on January 9, 2026. Photo: AFP The trend showed Big Tech firms were now focusing on training the “brains” of embodied AI, the National Business Daily reported, citing economist Pan Helin.
Ametek press release ( AME ): Q4 Non-GAAP EPS of $2.01 beats by $0.07 . Revenue of $2B (+13.6% Y/Y) beats by $50M . . Adjusted operating income was a record $523.0 million, up 12% versus last year's fourth quarter. Operating cash flow in the quarter was a record $584.3 million, free cash flow was a record $527.3 million, and free cash flow to net income conversion was 132%. 2026 Outlook "Our busin...
Ametek press release ( AME ): Q4 Non-GAAP EPS of $2.01 beats by $0.07 . Revenue of $2B (+13.6% Y/Y) beats by $50M . . Adjusted operating income was a record $523.0 million, up 12% versus last year's fourth quarter. Operating cash flow in the quarter was a record $584.3 million, free cash flow was a record $527.3 million, and free cash flow to net income conversion was 132%. 2026 Outlook "Our businesses delivered excellent results in 2025. This success highlights the strength of the AMETEK Growth Model, the quality of our niche, differentiated businesses, and the attractiveness of our markets. We enter 2026 with a record backlog, improving end market dynamics, and significant financial flexibility to support both our organic growth initiatives and to deploy capital on strategic acquisitions, driving continued long-term value creation." "For 2026, we expect overall sales to be up mid to high single digits compared to 2025 vs. estimated growth of 7.90% Y/Y . Adjusted earnings per diluted share are expected to be in the range of $7.87 to $8.07, up 6% to 9% over the comparable basis for 2025 vs. $8.01 consensus . "For the first quarter of 2026, overall sales are expected to be up approximately 10% compared to the same period last year ( vs. estimated growth of 10.70% Y/Y). Adjusted earnings in the quarter are anticipated to be in the range of $1.85 to $1.90 per share (vs. $1.90 consensus) , up 6% to 9% compared to the first quarter of 2025," concluded Mr. Zapico. More on Ametek Ametek: Q3 Reacceleration, Strong Europe, And A Playbook That Keeps Compounding Ametek Q4 2025 Earnings Preview Emerson, Ametek downgraded at Oppenheimer; Grainger, TE Connectivity upgraded Seeking Alpha’s Quant Rating on Ametek Historical earnings data for Ametek
PayPal Holdings Inc. said Chief Executive Officer Alex Chriss will be replaced by HP Inc. CEO Enrique Lores after profit and revenue fell short of expectations. Shares of the firm tumbled more than 12%. Jamie Miller , the payments firm’s chief financial officer, will serve as interim CEO until Lores takes over on March 1, according to a statement Tuesday. “While some progress has been made in a nu...
PayPal Holdings Inc. said Chief Executive Officer Alex Chriss will be replaced by HP Inc. CEO Enrique Lores after profit and revenue fell short of expectations. Shares of the firm tumbled more than 12%. Jamie Miller , the payments firm’s chief financial officer, will serve as interim CEO until Lores takes over on March 1, according to a statement Tuesday. “While some progress has been made in a number of areas over the last two years, the pace of change and execution was not in line with the Board’s expectations,” newly appointed board chair David Dorman said in the statement. Miller warned in October that macroeconomic conditions might affect the firm’s ability to hit longer-term targets, as she and other executives have struggled to monetize the company’s payments services. Fourth-quarter earnings fell short of expectations, with the firm highlighting weakness in US retail spending and headwinds internationally. Growth in PayPal-branded online checkouts slowed to 1%, down from 6% a year earlier, according to a separate statement Tuesday. Full-year 2026 transaction margin dollars, which represents how much the company earns from processing transactions after expenses, is also expected to show a “slight decline” from last year, according to a presentation. Fourth-quarter earnings per share of $1.23 and total revenue of $8.68 billion missed analysts’ estimates for the three-month period. The shares slumped 12% to $45.95 at 7:10 a.m. in early New York trading. The San Jose, California-based firm also reported lower-than-expected full-year earnings per share of $5.31. PayPal said in October the figure would be $5.35 to $5.39. The firm raised its full-year earnings outlook twice – once in July and again in October – before ultimately falling short. During the three-month period, PayPal applied to become a US bank with the Federal Deposit Insurance Corp. and the Utah Department of Financial Institutions, which the firm said would aid its small-business lending capabiliti...
This is Muslim *a non-exhaustive list of the artists, politicos, and entertainers driving the city's new era Your browser does not support the video tag. Against the backdrop of Zohran Mamdani’s mayoral rise is a dynamic scene of Muslim creatives and intellectuals who are helping usher in a new era for New York City. Their prominence represents a rebuke of the ugly Islamophobia that defined the pe...
This is Muslim *a non-exhaustive list of the artists, politicos, and entertainers driving the city's new era Your browser does not support the video tag. Against the backdrop of Zohran Mamdani’s mayoral rise is a dynamic scene of Muslim creatives and intellectuals who are helping usher in a new era for New York City. Their prominence represents a rebuke of the ugly Islamophobia that defined the period following 9/11, and is in many ways an outcrop of the mass movement for Palestinian rights forged over the last two years. We ask 18 Muslim New Yorkers to discuss their work and what this moment means. How Muslim New Yorkers are changing the city’s cultural landscape The writers Hala Alyan & Mohammed Mhawish View image in fullscreen Hala Alyan Photograph: Amir Hamja/The Guardian View image in fullscreen Mohammed Mhawish Photograph: Amir Hamja/The Guardian A celebrated Palestinian-American writer and poet, Hala Alyan explores themes of exile and belonging in her work. Based in Brooklyn, the 39-year-old hosts a popular live performance series called Kan Yama Kan (One Upon a Time in Arabic), which fundraises for causes from Gaza to Sudan to reproductive justice. Her recent memoir, I’ll tell you when I’m home, excavates her family’s history of displacement throughout the Middle East and the US, alongside her own struggles with infertility. A psychology professor at New York University, Alyan believes stories like hers resonate because audiences are hungry for connection. “People are quite starving for emotional touch, psychological touch, narrative touch, to be let into other people’s worlds,” she says. “That’s what art is – a conduit for curiosity, right?” Mohammed R Mhawish didn’t set out to write on war. He dreamed of teaching Shakespeare and writing fiction. His creative writing teacher at university, Refaat Alareer, encouraged it. But growing up in Gaza, war reporting carried more urgency. After October 7, Mhawish lost multiple journalist friends to Israeli attacks an...
Dwight McNeil’s partner has claimed Crystal Palace provided no explanation for pulling out of a move to sign him from Everton on transfer deadline day and accused them of toying with the winger’s mental health. McNeil stayed at Everton after Palace decided not to proceed with a £20m deal at the last minute despite the 26-year-old having completed his medical and agreed terms on a four-and-a-half-y...
Dwight McNeil’s partner has claimed Crystal Palace provided no explanation for pulling out of a move to sign him from Everton on transfer deadline day and accused them of toying with the winger’s mental health. McNeil stayed at Everton after Palace decided not to proceed with a £20m deal at the last minute despite the 26-year-old having completed his medical and agreed terms on a four-and-a-half-year contract. It is understood the collapse of Jean-Philippe Mateta’s £30m move to Milan, after the France striker failed a medical, prompted Palace to change their offer to an initial loan with an obligation to buy at the end of the season. A deal sheet was submitted to the Premier League that gave Palace two extra hours to complete the paperwork. But Palace are understood to have had a change of heart, although it appears neither Everton nor McNeil were informed. Palace have been contacted for comment. Their behaviour is believed to have left Everton mystified, and McNeil’s partner, Megan Sharpley, said in an emotional post on Instagram that they had got “radio silence” from the London club. “Tonight, and the last 48 hours, have broken my heart to see how the football world you love so much can be so cruel to you,” she wrote. “To have something promised to you, to have been dragged along on an emotional roller coaster and to be toyed with until the final minute, to have 4 and a half years of your life promised to you, travelling, medicals, arrangements made, promises made, to have prepared to move your life, our life, 100s of miles away in the space of a few hours. For that to be torn away from you at the last second with absolutely no explanation, going from everything to radio silence, no phone call, no communication, and be left brokenhearted with nothing but confusion, has hurt more than I can say.” Sharpley added: “We live in a world where everyone is aware of how big a problem mental health is. So, in football, why do we find it acceptable because these young men ar...
In this article GOOGL Follow your favorite stocks CREATE FREE ACCOUNT Matteo Della Torre | Nurphoto | Getty Images Alphabet reports earnings Wednesday, and investors will be looking for more details on the company's deal with Apple to revamp the Siri virtual assistant with Google's Gemini artificial intelligence technology. While Wall Street is expecting Google to report a 15% year-over-year incre...
In this article GOOGL Follow your favorite stocks CREATE FREE ACCOUNT Matteo Della Torre | Nurphoto | Getty Images Alphabet reports earnings Wednesday, and investors will be looking for more details on the company's deal with Apple to revamp the Siri virtual assistant with Google's Gemini artificial intelligence technology. While Wall Street is expecting Google to report a 15% year-over-year increase in its fourth-quarter revenue, much of the attention during the company's earnings call will be on any new details about the Siri-Gemini deal, analysts told CNBC. The earnings on Wednesday will be the first time Alphabet's leadership address shareholders since Apple in January announced that it had chosen Gemini as the AI technology to power the company's Siri overhaul this year. The deal represents one of the most prominent yet for Gemini, and the scale of Apple's user base — 2.5 billion active devices — is important for Google, even if the search giant doesn't get specific user data, analysts said. "They'll have critical mass, and even if they're not going to get consumer information, maybe they'll be able to see what queries are being asked, which could help Google train its AI models," said Gil Luria, managing director at technology research firm D.A. Davidson. However, there are still many unanswered questions about what the partnership entails. What the companies have said is that the multiyear partnership will lean on Google's Gemini and cloud technology for future Apple foundational models. A joint statement from the companies said Apple had "determined that Google's AI technology provides the most capable foundation for Apple Foundation Models," adding that the company was "excited about the innovative new experiences" that Gemini "will unlock for Apple users." The companies said the Apple Intelligence suite of features will continue to run on Apple devices and the iPhone maker's private cloud. Apple intelligence includes Siri as well as Apple's AI writing tool...
On November 2, 1988, graduate student Robert Morris released a self-replicating program into the early Internet. Within 24 hours, the Morris worm had infected roughly 10 percent of all connected computers, crashing systems at Harvard, Stanford, NASA, and Lawrence Livermore National Laboratory. The worm exploited security flaws in Unix systems that administrators knew existed but had not bothered t...
On November 2, 1988, graduate student Robert Morris released a self-replicating program into the early Internet. Within 24 hours, the Morris worm had infected roughly 10 percent of all connected computers, crashing systems at Harvard, Stanford, NASA, and Lawrence Livermore National Laboratory. The worm exploited security flaws in Unix systems that administrators knew existed but had not bothered to patch. Morris did not intend to cause damage. He wanted to measure the size of the Internet. But a coding error caused the worm to replicate far faster than expected, and by the time he tried to send instructions for removing it, the network was too clogged to deliver the message. History may soon repeat itself with a novel new platform: networks of AI agents carrying out instructions from prompts and sharing them with other AI agents, which could spread the instructions further. Read full article Comments
With ICE and CBP roaming the streets, united community action is more important than ever right now — from local mutual aid groups to school safety patrols. Known for its privacy features and end-to-end encryption, the Signal messaging app has become a popular platform for organizing these community groups. Signal can be a great tool for private messaging, but it’s at its best if you know how to u...
With ICE and CBP roaming the streets, united community action is more important than ever right now — from local mutual aid groups to school safety patrols. Known for its privacy features and end-to-end encryption, the Signal messaging app has become a popular platform for organizing these community groups. Signal can be a great tool for private messaging, but it’s at its best if you know how to use all the privacy options. Not all of these options are automatic or even immediately obvious; there are also some best practices that are helpful for participating in and leading group chats. Signal and your First Amendment rights As you’re assembling your mutual aid group chat or creating your neighborhood ICE watch group on Signal, remember your First Amendment rights don’t go away just because you’re using Signal. That should go without saying, but recent comments from FBI director Kash Patel may have some would-be Signal users confused or concerned about their legal rights to use Signal and what they can discuss on it. “People have a First Amendment right to observe, document, and communicate information about law enforcement activity,” senior staff attorney at the nonprofit Electronic Frontier Foundation (EFF) F. Mario Trujillo tells The Verge. “There is nothing about using Signal that changes that. There is a gulf between protected First Amendment activity on the one hand and unlawful threats or physical violence on the other. The government has consistently conflated the two.” As Trujillo points out, Signal is no different than any other communication channel or messaging app as far as your First Amendment rights go. Signal’s security features simply make it a better choice than other messaging apps for anyone who’s (rightfully) concerned about their data privacy, but still wants to organize nonviolent community action with their neighbors. You have rights, but the administration is regularly violating those rights. There are privacy settings and best practices tha...
kontekbrothers/iStock via Getty Images The following segment was excerpted from Artisan Global Value Fund Q4 2025 Commentary. Our top-performing stocks this quarter were Samsung, Alphabet and Heidelberg Materials. Samsung and Alphabet were the top two performing stocks during the quarter. They were also the top two performing stocks last quarter. It is no surprise that the shares of both companies...
kontekbrothers/iStock via Getty Images The following segment was excerpted from Artisan Global Value Fund Q4 2025 Commentary. Our top-performing stocks this quarter were Samsung, Alphabet and Heidelberg Materials. Samsung and Alphabet were the top two performing stocks during the quarter. They were also the top two performing stocks last quarter. It is no surprise that the shares of both companies are benefiting from their exposure to artificial intelligence (AI). Samsung ( SSNLF ) shares rose 39% during the quarter. This is after a 36% increase in Q3. The company is one of three major manufacturers of memory semiconductors, which are a key input for new AI data centers. A good portion of the hyperscalers’ (i.e., Alphabet, Amazon and Microsoft) massive capex is spent on memory chips. This tidal wave of demand from cash-rich tech companies has led to strong semiconductor pricing, which, of course, benefits profits. Just this month, Samsung announced its operating profits for Q4 had tripled from the prior year, and Samsung is poised for record results in 2026. The semiconductor business is notoriously cyclical. In the past, the boom times led to overcapacity and periods of poor performance. There are compelling arguments for why this upcycle might be bigger and more durable than the past. Samsung is well positioned to capture its fair share of the market. The current fundamentals are excellent, and the company’s outlook is very strong. We are watching the cycle and Samsung's valuation carefully, and we believe its shares are currently trading at a reasonable 9X earnings and below 2X book. Alphabet’s ( GOOGL ) shares rose 29% during Q4 after a 38% rise in Q3. It's worth noting that the shares have more than doubled over the past eight months, adding over $2.2 trillion in market cap. In case regular readers of our quarterly letters were wondering, this is equivalent to over seven Coca-Cola Companies. Similar to Samsung, AI is the primary driver of Alphabet's share price...
Drilling has re-commenced for the winter season at the Cisco Lithium Project with a primary focus on continued infill drilling of the main mineralized zone which will be the subject of a Preliminary Economic Assessment targeted for late 2026. Exploration drilling may also be incorporated into the drill program to test areas outside of the main mineralized zone. Keith Phillips, Executive Chairman, ...
Drilling has re-commenced for the winter season at the Cisco Lithium Project with a primary focus on continued infill drilling of the main mineralized zone which will be the subject of a Preliminary Economic Assessment targeted for late 2026. Exploration drilling may also be incorporated into the drill program to test areas outside of the main mineralized zone. Keith Phillips, Executive Chairman, stated, “I've been highly impressed with the team at Q2 during my few months on the Board. It's clear that Cisco is an exceptional asset, with world-class scale and grade and an advantageous location within the mining-friendly province of Quebec. In taking on a more active role, I hope to bring further value to the Company, particularly in the areas of investor and strategic positioning.” Alicia Milne, Q2 Metals President and CEO, commented, “We were very pleased to have Keith join the Company last fall and I am looking forward to having him more involved as we continue to advance the Cisco Lithium Project. We expect 2026 will be a pivotal year for Q2 as we anticipate publishing our inaugural inferred Mineral Resource Estimate on Cisco in March and then will continue to transition from early-stage discovery to focus on advanced exploration, engineering, permitting and community engagement. Keith’s experience will be a benefit to our team as we continue to grow and evolve.” Mr. Phillips joined the board of Q2 Metals in October 2025 after serving as Chief Executive Officer of Piedmont Lithium (“Piedmont”) from its inception in 2017 to its merger with Sayona Mining in 2025. Under his leadership, Piedmont achieved a peak market capitalization exceeding $1.0 billion, growing from an early-stage, single project exploration company to a global lithium producer with assets in Canada, Ghana and the United States as well as key commercial partnerships with Tesla and LG Chem. The successor company, Elevra Lithium, is North America’s leading hard-rock lithium producer. Prior to joining...
Alternative money manager CAZ Investments launched a fund for wealthy individuals that will take stakes in private-asset firms, a niche strategy that’s gathering momentum amid a secondaries boom. The CAZ GP Stakes Fund, which will be available through major wealth-management programs, will offer quarterly redemptions and daily subscriptions, CAZ said in a statement Tuesday. Such funds typically ta...
Alternative money manager CAZ Investments launched a fund for wealthy individuals that will take stakes in private-asset firms, a niche strategy that’s gathering momentum amid a secondaries boom. The CAZ GP Stakes Fund, which will be available through major wealth-management programs, will offer quarterly redemptions and daily subscriptions, CAZ said in a statement Tuesday. Such funds typically take stakes in private-asset managers — known as general partners, or GPs — in exchange for a share of management fees, profits and revenue from co-investments. The explosive growth of the secondaries market for private assets has spawned new ways for GP stakes firms to return cash to their investors, and it has made it easier to buy such positions from existing investors. CAZ owns minority stakes in more than 100 private asset managers, including Bonaccord Capital Partners , which itself specializes in buying pieces of other alternative money managers. CAZ has also backed GP stakes funds managed by Hunter Point Capital , Blue Owl Capital Inc. and Blackstone Inc. These private-asset firms typically manage money for longer-term investors, making them an enticing bet, CAZ Chief Investment Officer Christopher Zook said. “When you own these firms that have a locked-up investor base, it’s a very sticky contractual revenue stream,” he added in an interview. The rise of secondaries and the proliferation of GP-stakes funds has coincided with a race among asset managers to capture the potentially trillions of dollars held by wealthy individuals as institutional backers hold off on making new private investments. Houston-based CAZ oversees $11 billion of assets and has invested more than $6 billion into GP stakes across private equity, credit and real estate. In a paper on GP stakes, Zook wrote that such investments are still rare and that private-asset firms are generally cautious about taking on minority partners. But, he added, “As the world of private asset management continues to ...
ST. LOUIS, Feb. 03, 2026 (GLOBE NEWSWIRE) -- BellRing Brands, Inc. (NYSE:BRBR) (“BellRing”), a holding company operating in the global proactive wellness category, today reported results for the first fiscal quarter ended December 31, 2025. Highlights: First quarter net sales of $537.3 million , up 1% year-over-year Operating profit of $78.5 million , net earnings of $43.7 million and Adjusted EBI...
ST. LOUIS, Feb. 03, 2026 (GLOBE NEWSWIRE) -- BellRing Brands, Inc. (NYSE:BRBR) (“BellRing”), a holding company operating in the global proactive wellness category, today reported results for the first fiscal quarter ended December 31, 2025. Highlights: First quarter net sales of $537.3 million , up 1% year-over-year Operating profit of $78.5 million , net earnings of $43.7 million and Adjusted EBITDA* of $90.3 million Narrowed fiscal year 2026 net sales outlook of $2.41-$2.46 billion and Adjusted EBITDA* outlook of $425-$440 million Repurchased $97 million or approximately 2.5% of common shares outstanding in the quarter *Adjusted EBITDA and Adjusted EBITDA as a percentage of net sales are non-GAAP measures. For additional information regarding non-GAAP measures, see the related explanations presented under “Use of Non-GAAP Measures” later in this release. BellRing provides Adjusted EBITDA and Adjusted EBITDA as a percentage of net sales guidance only on a non-GAAP basis and does not provide a reconciliation of its forward-looking Adjusted EBITDA or Adjusted EBITDA as a percentage of net sales non-GAAP guidance measure to the most directly comparable GAAP measure due to the inherent difficulty in forecasting and quantifying certain amounts that are necessary for such reconciliation, including the adjustments described under “Outlook” later in this release. “We delivered first quarter results ahead of our guidance, primarily due to favorable timing, and our operating plans remain on track,” said Darcy H. Davenport, President and Chief Executive Officer of BellRing. “Our 2026 outlook has been modestly narrowed, reflecting increased category promotional frequency and higher whey protein costs, and continues to anticipate growth and second half acceleration as demand initiatives ramp. We remain highly focused on executing our strategic priorities of stepping up brand investment, accelerating our innovation pipeline and sharpening multi-channel execution to reach even mo...
MOUNT LAUREL, N.J., Feb. 03, 2026 (GLOBE NEWSWIRE) -- J & J Snack Foods Corp. (Nasdaq: JJSF) today reported financial results for the first quarter ended December 27, 2025. First Quarter Actuals $ v. LY % v. LY Net Sales $343.8M $(18.8M) (5.2%) Gross Profit $96.0M $2.1M 2.2% Operating Income $0.6M ($5.6M) (89.8%) Net Earnings $0.9M ($4.3M) (82.8%) Earnings per Diluted Share $0.05 ($0.21) (80.8%) A...
MOUNT LAUREL, N.J., Feb. 03, 2026 (GLOBE NEWSWIRE) -- J & J Snack Foods Corp. (Nasdaq: JJSF) today reported financial results for the first quarter ended December 27, 2025. First Quarter Actuals $ v. LY % v. LY Net Sales $343.8M $(18.8M) (5.2%) Gross Profit $96.0M $2.1M 2.2% Operating Income $0.6M ($5.6M) (89.8%) Net Earnings $0.9M ($4.3M) (82.8%) Earnings per Diluted Share $0.05 ($0.21) (80.8%) Adjusted Operating Income $8.0M ($0.2M) (2.4%) Adjusted EBITDA $27.0M $1.8M 7.0% Adjusted Earnings per Diluted Share $0.33 $0.00 0.0% This press release contains non-GAAP financial measures. Please refer to the Non-GAAP Financial Measures section below for reconciliations to the most comparable GAAP measures. “Our first quarter results reflect disciplined execution of our key priorities to drive profitability,” said Dan Fachner, J&J Snack Foods Chairman, President, and CEO. “We are pleased to deliver 7% year-over-year growth in adjusted EBITDA and a 200 basis point expansion in gross margin despite a 5.2% decline in sales and a $1 million expense for product disposal. Our results were enabled by our Project Apollo initiatives including strategic portfolio rationalization of lower margin products within our bakery business.” “We remain optimistic about our trajectory and have several exciting commercial initiatives underway. The momentum in our pretzel business from the second half of fiscal 2025 continued in the first quarter. We have several innovative product launches that will reach customers in the second quarter, including Dippin’ Dots products for retail, as well as pretzel and frozen novelty products centered around better-for-you attributes. Project Apollo, our business transformation program, is progressing and we are on track to deliver the $20 million of annualized savings we outlined last quarter. Underscoring our confidence in the future and our focus on driving long-term value, we repurchased $42 million of stock during the first quarter and today are announcin...
CHICAGO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Amplify ETFs , a leading provider of innovative exchange-traded funds, announces enhancements to the Amplify Energy & Natural Resources Covered Call ETF (NDIV), expanding the fund’s income-generating capabilities through the addition of a covered call strategy. The fund was previously named the Amplify Natural Resources Dividend Income ETF. NDIV will cont...
CHICAGO, Feb. 03, 2026 (GLOBE NEWSWIRE) -- Amplify ETFs , a leading provider of innovative exchange-traded funds, announces enhancements to the Amplify Energy & Natural Resources Covered Call ETF (NDIV), expanding the fund’s income-generating capabilities through the addition of a covered call strategy. The fund was previously named the Amplify Natural Resources Dividend Income ETF. NDIV will continue trading under its existing ticker NYSE Arca, NDIV. NDIV seeks to balance high income and capital appreciation potential by targeting 10% or greater total annualized income, generated through a combination of option premium income and dividends, while maintaining exposure to energy and natural resources equities. NDIV will track the VettaFi Energy and Natural Resources Covered Call Index, which applies a covered call overlay to a portfolio of dividend-paying companies across the energy and natural resources sectors. The fund’s targeted income profile is supported by two sources of potential cash flow: covered call premiums and dividends, with the opportunity for additional returns linked to the performance of the underlying equity holdings. Energy (oil, gas, and consumable fuels) and natural resource companies have seen strong momentum and benefitted from rising global energy usage driven by artificial intelligence, U.S. reshoring initiatives, global electrification, and ongoing infrastructure investment. These dynamics have supported cash flows and earnings across the sector, reinforcing its relevance within capital appreciation and income-oriented investment strategies. “We are seeing increased investor demand for investments that seek to balance capital appreciation with attractive monthly income potential,” said Christian Magoon, CEO of Amplify ETFs. “Our enhancement of NDIV further differentiates this ETF by providing two potential cash flow engines for investors: dividend and option income. We believe energy and natural resource investors will find a 10% target in...
U.S. Prime members saved an average of $550 on fast, free delivery last year The value of Prime delivery continues to grow with expansion of Same-Day Delivery’s geographic reach, selection, and savings Half of all items delivered to U.S. Prime members the same or next day in 2025 were groceries and everyday essentials SEATTLE, February 03, 2026--(BUSINESS WIRE)--Amazon.com, Inc. (NASDAQ: AMZN) tod...
U.S. Prime members saved an average of $550 on fast, free delivery last year The value of Prime delivery continues to grow with expansion of Same-Day Delivery’s geographic reach, selection, and savings Half of all items delivered to U.S. Prime members the same or next day in 2025 were groceries and everyday essentials SEATTLE, February 03, 2026--(BUSINESS WIRE)--Amazon.com, Inc. (NASDAQ: AMZN) today announced it delivered to Prime members around the world at its fastest speeds ever in 2025 for a third consecutive year, with over 13 billion items arriving the same or next day globally. In the U.S., Prime members received over 8 billion items the same or next day, an over 30% increase compared to the prior year, with groceries and everyday essentials making up half of the total items. Fast, free delivery across a broad selection remains a top benefit for Prime members, saving them more time and money year after year. Members saved $105 billion on fast, free delivery worldwide and $550 on average in the U.S. last year–nearly four times the cost of an annual membership. Prime first launched in 2005, offering free two-day delivery on a selection of one million items, primarily made up of DVDs, CDs, and books. Today, members have access to free delivery on over 300 million items across 35 categories, all backed by Amazon’s A-to-z Guarantee, with tens of millions available for free Same-Day or Next-Day Delivery. The massive increase in selection and significant gains in delivery speed since Prime launched mean members rely on fast, free delivery for staples, repeat needs, specialty purchases, and everything in between. As a result, members are using the convenience of fast, free delivery to order meaningfully more often, saving U.S. Prime members an average of 64 trips to a physical store in 2025, equating to over 55 hours saved. "One of the big reasons customers join Prime is to save time and money, and our record-breaking delivery speeds are helping members save more of ...
The AI race is still thriving in 2026. With the first month of the year complete, it's clear that there is one trend that isn't going away: artificial intelligence. AI is going to be prevalent throughout 2026 (spoiler alert: It will also be that way for the next five years), and there are few better places to invest fresh capital than the computing leaders. By investing in AI computing companies, ...
The AI race is still thriving in 2026. With the first month of the year complete, it's clear that there is one trend that isn't going away: artificial intelligence. AI is going to be prevalent throughout 2026 (spoiler alert: It will also be that way for the next five years), and there are few better places to invest fresh capital than the computing leaders. By investing in AI computing companies, you're picking stocks that are making money right now and aren't dependent on the overall success of the generative AI trend. Investors won't know the full impact of generative AI for many years, and by then, trillions of dollars will have been spent with Nvidia (NVDA 2.82%), Broadcom (AVGO 3.26%), and Taiwan Semiconductor (TSM 1.64%). This makes these three the best buys of February, and investors should consider loading up on them this month. Nvidia and Broadcom Nvidia and Broadcom are each making computing units, but they are taking different approaches. Nvidia designs graphics processing units (GPUs), which are suited for a wide variety of tasks. Broadcom designs custom AI chips, which are designed for a specific workload in mind. Each of these companies is seeing rapid revenue growth, with Nvidia's data center division (which encompasses its AI-focused products) growing to a 66% pace in the third quarter of fiscal year (FY) 2026 (ending Oct. 26) and Broadcom's AI semiconductor division rising at a 74% pace. Expand NASDAQ : NVDA Nvidia Today's Change ( -2.82 %) $ -5.23 Current Price $ 180.38 Key Data Points Market Cap $4.4T Day's Range $ 176.24 - $ 186.26 52wk Range $ 86.62 - $ 212.19 Volume 6.3M Avg Vol 182M Gross Margin 70.05 % Dividend Yield 0.02 % As its clients build increased computing capacity, demand for each of their products will likely continue to rise. This makes them both worthy investments. By splitting your allocation evenly between the two, I think investors are best set up for success. Even though Nvidia GPUs are designed for a broader purpose, they won...