Ukrainian and Russian negotiators held the first round of US-led peace talks in Abu Dhabi as Washington seeks a pathway to end the nearly four-year war in Ukraine. The two-day trilateral talks that started on Wednesday come after Volodymyr Zelenskyy accused Russia of exploiting a US-backed energy truce last week to stockpile weapons before launching a record number of ballistic missile attacks at Ukraine on Tuesday. There was no immediate readout from the talks, which are set to continue on Thursday. Despite renewed diplomatic efforts by the Trump administration, the prospects for a viable peace deal remain unclear, with Moscow continuing to press its maximalist territorial demands. The Kremlin has repeatedly said any settlement must include Ukraine ceding the entire eastern Donbas region, including areas still under Ukrainian control. Kyiv has rejected such terms, saying the conflict should instead be frozen along the current frontline and ruling out any unilateral withdrawal of its forces. Other major obstacles remain. Moscow has said it would not tolerate European troops on Ukrainian soil, a condition Kyiv sees as essential for credible security guarantees. Speaking to Ukraine’s parliament on Tuesday, the Nato secretary general, Mark Rutte, said European allies had committed to deploying forces to Ukraine once a deal was reached – a proposal Russia has so far flatly rejected. The Kremlin spokesperson, Dmitry Peskov, said on Wednesday Russian forces would continue fighting until Kyiv made “decisions” that could bring the war to an end, underlining Moscow’s hardline stance even as negotiations resumed. Kyiv was dealt a diplomatic blow before the talks when Trump declined to condemn Russia for pounding Ukraine’s energy grid with missiles and drones despite an apparent ceasefire. “Taking advantage of the coldest days of winter to terrorise people is more important to Russia than turning to diplomacy,” Zelenskyy wrote after the attacks, urging western governments to d...

(RTTNews) - The New York Times Co., (NYT) revealed earnings for its fourth quarter that Increases, from the same period last year The company's earnings totaled $129.83 million, or $0.79 per share. This compares with $123.72 million, or $0.75 per share, last year. Excluding items, The New York Times Co., reported adjusted earnings of $0.89 per share for the period. The company's revenue for the period rose 10.4% to $802.31 million from $726.62 million last year. The New York Times Co., earnings at a glance (GAAP) : -Earnings: $129.83 Mln. vs. $123.72 Mln. last year. -EPS: $0.79 vs. $0.75 last year. -Revenue: $802.31 Mln vs. $726.62 Mln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

More on New York Times New York Times: Story Is Getting Messier As Price Goes Up (Downgrade) The New York Times Company (NYT) Presents at UBS Global Media and Communications Conference 2025 Transcript The New York Times Company 2025 Q3 - Results - Earnings Call Presentation New York Times Non-GAAP EPS of $0.89 beats by $0.01, revenue of $802.3M beats by $10.75M New York Times Q4 2025 Earnings Preview

(RTTNews) - GE HealthCare Technologies Inc. (GEHC) will host a conference call at 8:30 AM ET on February 4, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to https://investor.gehealthcare.com/news-events/events The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

(RTTNews) - Cencora, Inc. (COR) will host a conference call at 8:30 AM ET on February 4, 2026, to discuss Q1 26 earnings results. To access the live webcast, log on to https://investor.cencora.com/presentations-and-events To listen to the call, dial +1 (833) 470-1428 (US) or dial +1 (646) 844-6383 (International), acess code 909212. For a replay call, dial +1 (866) 813-9403 (US) or dial +1 (929) 458-6194 (International), access code 618561. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

(RTTNews) - CDW Corporation (CDW) will host a conference call at 8:30 AM ET on February 4, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to https://investor.cdw.com/events-and-presentations/default.aspx The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

(RTTNews) - Cognizant Technology Solutions Corp. (CTSH) will host a conference call at 8:30 AM ET on February 4, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to https://investors.cognizant.com/news-and-events/events/event-details/2026/Cognizant-Schedules-Fourth-Quarter-2025-Earnings-Release-and-Conference-Call-2026-_mD-AsmxQE/default.aspx The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

警方拘捕三男一女，涉嫌串謀詐騙，包括一對37歲夫婦，涉及22宗可疑交通意外索償個案。以及兩名56歲及69歲醫生，涉及幾十宗串謀提供虛假文件和資料。 警方檢視過百宗可疑交通意外索償個案，發現一對本地夫婦，曾在22宗輕微交通事故中，分別報稱是一架私家車或一架的士上的司機及乘客，甚至是被車撞到的路人，報稱頸部等受傷，亦向涉事的司機和保險公司作出民事索償。最高一宗索償金額超過港幣30萬元。 案件中的醫生診所，亦牽涉到幾十宗同類型的索償個案。警方今早拘捕四人，通宵扣查，不排除更多人士被捕。

Aramark ( ARMK ) declares $0.12/share quarterly dividend , in line with previous. Forward yield 1.26% Payable March 4; for shareholders of record Feb. 18; ex-div Feb. 18. See ARMK Dividend Scorecard, Yield Chart, & Dividend Growth. More on Aramark Aramark: Near-Term Growth Outlook Remains Uncertain Aramark (ARMK) Q4 2025 Earnings Call Transcript Aramark 2025 Q4 - Results - Earnings Call Presentation Aramark is ordered by U.K. regulators to unwind its Entier acquisition Aramark outlines 7%–9% organic revenue growth target for fiscal 2026 amid record new contract wins and strong retention

Nvidia Corp. (NASDAQ:NVDA) stock rose Tuesday after OpenAI Chief Executive Sam Altman publicly reaffirmed his company’s commitment to the U.S. chipmaker. Altman Reaffirms Support for Nvidia In a post on X, Altman said Nvidia makes “the best AI chips in the world” and added that OpenAI intends to remain a major customer “for a very long time.” He also brushed aside the growing wave of speculation, calling it "insanity." “We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time. I don’t get where all this insanity is coming from,” he posted. Don't Miss: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Just $0.85 a Share Deloitte's #1 Fastest-Growing Software Company Lets Users Earn Money Just by Scrolling — Accredited Investors Can Still Get In at $0.50/Share. The comments came after Reuters reported that OpenAI has grown dissatisfied with some of Nvidia’s newest AI chips and has been exploring alternatives since last year, citing people familiar with the matter. The report also said the situation could put at risk Nvidia’s reported $100 billion investment in the AI startup, heightening investor concern. OpenAI Looks Beyond Nvidia for Inference According to the Reuters report, OpenAI’s interest in alternative chips is tied to its increasing focus on inference, the process that allows AI systems such as ChatGPT to generate responses to users in real time. While Nvidia remains the dominant force in training large AI models, inference is emerging as a key battleground, drawing competition from rival chipmakers. See Also: Blue-chip art has historically outpaced the S&P 500 since 1995, and fractional investing is now opening this institutional asset class to everyday investors. Wedbush Sees Strategic Upside Separately, worries over circular financing and OpenAI becoming "too big to fail" have made Nvidia's planned investment one of the market's most closely watched issues. Wedbush a...

TLDR Nvidia shares fell 3.4% total on Tuesday as AI chip sector faces pressure from China sales uncertainty AMD CEO Lisa Su forecasts only $100 million China revenue for Q1, citing “very dynamic situation” Nvidia’s $30 billion H200 chip deal with Chinese firms awaits final U.S. government approval AMD beat Q4 earnings with $10.3 billion revenue but stock dropped 6.98% in pre-market trading Data center segment shows strength at $5.4 billion for AMD while memory shortage threatens PC business Nvidia took a beating on Tuesday as uncertainty around Chinese chip sales dragged down the entire AI sector. The stock fell 2.8% during regular trading. NVIDIA Corporation, NVDA After-hours trading added another 0.6% decline. The drop came despite Nvidia’s dominant position in the AI chip market. The broader AI sector is struggling lately. New AI tools have hurt software and legal-services companies. Yet chip makers aren’t benefiting from this shift. Investors seem to be sitting on the sidelines waiting for clear catalysts. China Revenue Remains Major Question China sales could provide that catalyst. But right now, nobody knows when or if these deals will happen. AMD’s earnings call Tuesday revealed the extent of the uncertainty. CEO Lisa Su said the company saw some Q4 revenue from China. For Q1, AMD expects just $100 million from the region. Su told analysts they’re “not forecasting any additional revenue from China just because it’s a very dynamic situation.” That cautious tone matters for Nvidia too. The company’s China sales still need final approval from Washington. The Financial Times reported the deal remains under national security review. Until that clears, Nvidia can’t move forward. Beijing has reportedly authorized firms like Alibaba to prepare H200 chip orders. Chinese companies want about 1.5 million chips. KeyBanc analyst John Vinh pegs the total value at $30 billion. Nvidia agreed to give the U.S. government a 25% cut of those sales. AMD Beats Estimates But Stock ...

格隆汇2月4日｜俄罗斯外交部将于周三公布关于新削减战略武器条约的文件。

This article first appeared on GuruFocus. Prosus (PROSY) has quietly struck a sizable cloud and AI partnership with an Amazon.com, Inc. (NASDAQ:AMZN) unit, aiming to simplify its tech stack and cut costs by a meaningful margin. Under the three year deal, Prosus plans to consolidate much of its cloud and artificial intelligence work under Amazon Web Services. The goal is straightforward: fewer vendors, less complexity, and lower bills. Prosus ecosystem head Igor Cardoso told Bloomberg the agreement runs into the hundreds of millions of dollars and should deliver double digit cost savings, though he stopped short of giving an exact figure. For Prosus, which owns stakes in a wide range of consumer internet and tech businesses, cloud and AI costs have become a growing line item. Centralizing those workloads on AWS is meant to bring better pricing power and smoother scaling as AI use ramps up across its portfolio. For Amazon, the deal adds another large, long term AWS customer at a time when cloud providers are competing aggressively to lock in enterprise AI workloads.

The United States has been constructing a new dimension of its economic security policy: outbound investment rules. Since January last year, Washington has not only established its first outbound investment screening programme but codified it into law and explicitly provided for its expansion. These rules are gaining teeth, giving rise to a compliance architecture that conditions US foreign direct investment on national security priorities. As firms begin to operationalise these rules, capital is likely to pull further away from China’s technology ecosystem. The most significant consequences, however, will not be borne by China alone: they will fall on Asian economies whose technology supply chains are deeply integrated with China across critical sectors. Under the US Department of Treasury’s programme, outbound investment rules apply when an American person or company makes an investment that gives them a meaningful stake in certain sensitive technology activities that “enable the military, surveillance or cyber-enabled capabilities of a country of concern” – namely, China. Advertisement Technologies under scrutiny include semiconductors quantum systems and artificial intelligence (AI). As competition with China has intensified, US policymakers are increasingly concerned that American capital and expertise may be helping the development of sensitive technologies abroad. The programme imposes compliance costs on prohibited transactions. The Treasury estimates that on an annual average, about 60 US investors per year across 106 transactions are directly affected, with compliance costs of around US$4-9 million. It acknowledges these burdens but maintains the national security benefits will outweigh compliance costs. On that point, it is right. Advertisement But while the Treasury’s estimate captures the compliance costs associated with transactions that fall clearly within the scope of the rule, it does not capture the broader economic effects of the compliance regime...

Finland’s wind power generation slumped to near standstill as an extended cold snap coated turbine blades with ice and forced operators to curb output, adding pressure to already high electricity prices. Wind farms were producing at a tiny fraction of the Nordic nation’s installed capacity on Wednesday, according to grid operator Fingrid Oyj. Temperatures fell to around -20C (-4F) in western Finland’s Ostrobothnia region, where most of the country’s wind capacity is located. The frigid spell is exposing a key vulnerability in Finland’s rapidly expanding wind fleet, much of which lacks blade-heating systems to prevent ice buildup. Combined with unusually weak wind across the Nordics, the frozen turbines have compounded a supply squeeze that’s already pushed power prices to a two-year high this week, amplifying the cost of lost generation. “There are low fog clouds in Finland’s main wind power production area, roughly at the height of turbine blades, which are causing new ice to form,” said Pia Isolähteenmäki, an adviser at industry consultant Kjeller Vindteknikk Oy. Even a thin layer of ice sharply reduces turbine efficiency and can damage equipment, prompting operators to halt production as a precaution. Installing blade-heating is not mandatory, nor are operators required to register whether turbines are fitted with it. Read More: Winter Olympics Fires Up Snow Cannons for Skiers: Weather Watch Unusually cold temperatures are set to linger across Finland and the Nordics for weeks, data from the European Centre for Medium-Range Weather Forecasts (ECMWF). Average temperatures are expected to plunge 7C below the 30-year norm through mid-February. The cold spell is driven by the negative phase of the North Atlantic Oscillation, which creates an area of high pressure near the Nordics that supports persistently cold, dry and low-wind conditions across the region, according to an analysis from MetDesk meteorologist Ben Davis. According to Kjeller Vindteknikk’s wind index, ...

The fourth quarter earnings season momentum continues this week, with results from Alphabet (GOOG, GOOGL), Amazon (AMZN), AMD (AMD), Qualcomm (QCOM), and Palantir (PLTR) highlighting the calendar. As of Jan. 30, 33% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate an 11.9% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of annual earnings growth for the index and the fifth consecutive quarter of double-digit growth. S&P 500 earnings growth estimates. (Chart: FactSet) Heading into the reporting period, analysts were expecting an 8.3% jump in earnings per share, down from the third quarter's 13.6% earnings growth rate. Wall Street has raised its earnings expectations in recent months, especially for tech companies, which have driven earnings growth in recent quarters. Big Tech results set the tone, as capital expenditures continue apace. Plus, the themes that drove the markets in 2025 — artificial intelligence, the Trump administration's tariff and economic policies, and a K-shaped consumer economy — continue to provide plenty for investors to parse. This week, investors will hear updates from companies including Disney (DIS), Chipotle (CMG), PepsiCo (PEP), Uber (UBER), and Snap (SNAP). LIVE 116 updates Story continues For the latest earnings reports and analysis, earnings whispers and expectations, and company earnings news, click here Read the latest financial and business news from Yahoo Finance

Earnings live: Supermicro, Eli Lilly stocks pop on upbeat forecasts, AMD and Uber slide Yahoo Finance

UPM-Kymmene press release ( UPMKF ): Q4 GAAP EPS of € 0.57. Revenue of € 2.32B. More on UPM-Kymmene Oyj Seeking Alpha’s Quant Rating on UPM-Kymmene Oyj Historical earnings data for UPM-Kymmene Oyj Dividend scorecard for UPM-Kymmene Oyj Financial information for UPM-Kymmene Oyj

How a Black fossil digger became a superstar in the very white world of paleontology toggle caption Tommy Trenchard for NPR Lazarus Kgasi walks with ease across a gently rolling landscape about an hour's drive outside of Pretoria, South Africa. A few trees are sprinkled here and there but it's mostly grass. Kgasi, a tall man with a big smile, knows the place well. "We are going to see a fossil site in the Cradle of Humankind ," he says, referring to the UNESCO World Heritage site that has produced a stunning trove of early hominid fossils, helping prove that the African continent was indeed the birthplace of humanity. "This is where the story started," says Kgasi, age 52. "Every fossil here help[s] us to reconstruct the past — to tell the story of where do we come from." Sponsor Message When he arrives at a sunken pit of uneven stones and dirt that was once a cave, Kgasi says, "I hear voices of our human ancestors." Some of those ancestors left Africa to explore Europe. But others remained. "I'm the descendant of [those] that stayed in Africa," he reflects. "And hence my skin color. It's [a] bit darker to cater for the harsh African sun." That darker skin color meant that Kgasi might have never ended up as a professional paleontologist. This is the story of how Kgasi became a prominent junior curator at the Ditsong National Museum of Natural History in a field dominated by white researchers. toggle caption Tommy Trenchard for NPR Digging without credit Kgasi is one of eight children. Back when he finished high school, he knew full well what he had to do — find a job to support his family. "I felt that I needed just to chip in and help," he says. "When you are strong enough to go and work, it's what every Black boy at my age do." He did clerical work. He tried his hand as an auto mechanic. Then, on a whim, in 2000, he applied for a job as a fossil digger in the Cradle of Humankind. "I just picked it up as a random job," he says. Sponsor Message Kgasi was joining the ...

2026年2月4日， 百胜中国 控股有限公司（纽交所代码：YUMC，港交所代码：9987）发布了截至2025年12月31日的第四季度及全年财报。第四季度，百胜中国经营利润同比大幅提升25%，同店销售额连续第三个季度增长。全年来看，公司经营利润达到13亿美元，同比实现11%的强劲增长，2025年新增1，706家新店，门店网络扩展至18，101家，覆盖中国2500余座城镇。 百胜中国首席执行官屈翠容（Joey Wat）在财报电话会上表示：“我们在第四季度的表现为 2025 年画上了圆满的句号。展望未来，我们将通过自营与加盟相结合的经营模式，稳步迈向2026年门店总数超两万家的目标，并计划在2030年门店数量超三万家。在深入布局低线城市的同时，我们也通过前端分层，后端聚合，有效扩大了可覆盖的潜在市场。我们将继续坚定执行 RGM 3.0 战略，聚焦创新和提效双轮驱动。” 作为公司规模最大的品牌，肯德基在2025年延续强劲增长势头，其中，长期受到消费者欢迎的大单品继续扮演增长支柱，聚焦大单品的创新策略是推动销售和提升复购的重要因素。2025年，肯悦咖啡从约700家加速扩张至2，200家，成为肯德基增长最快的业务模块之一，平均每周上新一款。以能量碗为主打的肯律轻食（KPRO）也在2025年表现亮眼，契合都市消费者追求轻食的趋势，全年新增超200家。受市场表现的鼓舞，肯律轻食计划 2026年继续加速扩张。必胜客的表现同样可圈可点。2025年第四季度，必胜客系统销售额同比提升6%，同店交易量同比增长13%，实现连续十二个季度增长，经营利润同比增长超过50%，创下第四季度历史新高。 “我们不仅提供高性价比，也追求情绪价值。” 百胜中国首席执行官屈翠容表示，2025年，公司与 70 个头部 IP 合作，涵盖游戏、动漫及体育领域的头部IP。无论是紧跟潮流，还是童年情怀，都吸引了更多消费者，公司还推出主题门店与快闪店，让体验更具趣味性。 近期，百胜中国还试点了“双子星”（Gemini）模式，将肯德基与必胜客并排开设，为公司进入低线城市提供更好的支持。该模式门店投资低，对加盟商非常有吸引力。2025年，公司开出了约 40 对双子星门店，预计 2026 年这一模式将加速发展。此外，为了抓住更多低线城市、偏远地区及战略点位机会，百胜中国自2024年起也加速加盟扩张。肯德基与必胜客的净新增门店中，...

格隆汇2月4日｜1. 美国三大股指期货涨跌不一，纳指期货跌0.06%，标普500指数期货涨0.21%，道指期货涨0.22%。 2. 欧股主要指数涨跌不一，德国DAX指数跌0.16%，英国富时100指数涨1.26%，法国CAC指数涨1.08%，欧洲斯托克50指数涨0.37%。 3. 贵金属价格持续反弹，现货黄金徘徊在5100美元/盎司附近，现货白银一度重回90美元/盎司关口。 4. 受美国安全审查影响，英伟达对华H200芯片销售停滞。 5. 英伟达据报拟向OpenAI注资200亿美元，若交易落地，将成其史上最大单笔投资。 6. 段永平：投资特斯拉基本看“市梦率”，完全靠蒙，大家好自为之。 7. 欧陆诸国联手围剿美系社交媒体巨头，考虑禁止未成年人使用社媒。 8. 诺和诺德预计2026年销售额和营业利润料下降5%-13%，逊于预期。 9. 德州仪器将以每股231美元的价格收购芯科实验室。 10. 波音高管预计上半年开始交付改进型787梦想飞机。 11. 马斯克团队密访多家光伏企业？晶科能源回应：公司有与考察团接触。 12. 桑坦德银行将斥122亿美元收购韦伯斯特金融，以增强美国业务。 13. AMD预期首季营收环比下滑5%至98亿美元，业绩释放待下半年MI450系列放量。 14. 瑞银Q4净利润12亿美元超预期，公布30亿美元股票回购计划。 15. 超微电脑Q2销售额暴增超123%至126.8亿美元，业绩指引超预期。 16. 优步Q4营收143.7亿美元略高于市场预期，净利润同比大幅下滑96%。 17. 安进Q4净利润同比暴增超112%至13.3亿美元，继续推进新一代减肥药临床研究。 18. Take-Two互动软件上调全年净预订额指引，《侠盗猎车手VI》定档11月发布。 19. 艺电Q3预订收入同比大增38%超预期，《战地风云6》销售表现亮眼。 20. 自动化需求强劲，艾默生电气Q1盈利超预期并上调全年指引。 美股时段值得关注的事件： 21:15 美国1月ADP就业人数 22:45 美国1月标普全球服务业PMI终值 23:00 美国1月ISM非制造业PMI (格隆汇)

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Good morning! Here's the latest in trending: Tech earnings: AMD ( AMD) shares are falling despite results and outlook topping estimates. Alphabet ( GOOGL ) and Qualcomm ( QCOM ) due later today. On the Hill: The House passed legislation to fund most of the government for the rest of the fiscal year, ending the four-day partial shutdown . Tensions simmer: The U.S. Navy shot down an Iranian drone near its aircraft carrier in the Arabian Sea, but nuclear talks likely to move forward . Making history Walmart ( WMT ) has become the first traditional retailer to achieve $1T market capitalization, joining the quadruple-comma club that includes its rival Amazon ( AMZN ). WMT shares hit a record high on Tuesday, just two days after John Furner took the reins from longtime CEO Doug McMillon. Notably, Walmart is only the second non-tech firm to join the trillion-dollar ranks, after Warren Buffett's Berkshire Hathaway ( BRK.B ). Looking back: Sam Walton and his brother Bud Walton opened the first Walmart store in 1962 in Arkansas. The retailer capitalized on its low-cost supply chain, merchandise assortment, value pricing, and expansion into underserved markets to reach $1B in sales by 1980 . Walmart went public in 1970 at $16.50/share - first listed as OTC before moving onto the NYSE in 1972. For those who bought in at the IPO, the effect of 12 stock splits since 1972 would turn a single original share into a conservative $500,000 today (this does not include reinvested dividends or a 3:1 split in Feb. 2024). Walmart now operates 4,600 locations across the U.S. The Waltons, the world's wealthiest family, are the largest shareholders of the retail chain, with a combined net worth exceeding $470B. Betting on tech: The retail giant's ambitious transition into e-commerce prompted a move to the tech-heavy Nasdaq 100 late last year. To better c...

Colin Anderson Productions pty ltd/DigitalVision via Getty Images Ocular Therapeutix, Inc. ( NASDAQ: OCUL ) is a biopharmaceutical company founded in 2006, focused on developing and commercializing innovative therapies for retinal diseases, glaucoma, and ocular inflammation. Using a proprietary bioresorbable hydrogel-based formulation technology (ELUTYX™), they aim to provide sustained drug delivery, reducing the burden of frequent eye drops or injections. The single most important asset it has is AXPAXLI™ (Axitinib intravitreal hydrogel) which is in Phase 1 for non-proliferative diabetic retinopathy (NPDR). Most importantly, it is in two Phase 3 trials, SOL-1 and SOL-R for wet age-related macular degeneration (wet AMD). SOL-1 Topline results are coming Q1 2026, and it is the single most important binary catalyst for the stock in 1H 2026. As such, the current analysis will: 1. Explain why SOL-1 Topline results are likely positive based on scientific data. 2. Explain why SOL-1 Topline results are likely positive based on trial design 3. Valuation based on SOL-1 Topline results. AXPAXLI™, Wet AMD, SOL-1 AXPAXLI™, synonymous with OTX-TKI, is an investigational, bioresorbable intravitreal hydrogel implant, developed by Ocular Tx, designed to deliver the tyrosine kinase inhibitor (TKI) Axitinib for the treatment of wet AMD, and diabetic retinopathy. Wet AMD is already a huge market, with current entrants like Eylea from Regeneron and Vabysmo from Roche bringing in 1B+ each quarter. So this is a proven market already with ~10B annual revenue, and it is growing as well, making AXPAXLI™ extremely valuable if eventually approved for Wet AMD. AXPAXLI™ is being evaluated in SOL-1, which is a pivotal Phase 3 clinical study evaluating the safety and efficacy of AXPAXLI™ for the treatment of wet AMD. The trial aims to establish the implant's ability to maintain vision while significantly reducing the frequency of eye injections, and it is designed to be a superiority trial. More ...

Broadcom Inc logo on phone and site-by Majahid Mottakin via Shutterstock Broadcom (AVGO) is one of the world’s leading technology companies specializing in semiconductor infrastructure software. The company works on everything, from data centers and networking gear to wireless devices and cybersecurity solutions. Broadcom’s cutting-edge chips and systems enable faster internet, AI innovations, and secure enterprise operations for tech giants. Founded in 1991, the company is headquartered in Palo Alto, California, with operations spanning across 25 countries. Broadcom Stock Report Broadcom’s stock has shown mixed performance lately as the stock reacts to market volatility with a drop of 3% over the previous five days and a negative 7% return over a month. Year-to-date (YTD), the stock reflects broader tech pressure, sliding over 6% while being down 11% in the last three months. However, on a longer time frame, like 52 weeks, it provides a 48% return, which further increases to 164% in two years. Compare this to the S&P 100 ($ONE) index, which outperforms Broadcom on the near side as it maintains a flat performance while Broadcom struggles, while the S&P 100 loses out heavily in the longer timeframe, where it provided a 17% return in 52 weeks and 46% in two years. Broadcom Results Shines Broadcom posted stellar Q4 2025 results on Dec. 11, 2025, with adjusted earnings reaching $1.95 per share, topping analyst estimates of $1.87. Revenue for the quarter reached a record $18.0 billion, up 28% year-over-year (YoY) while beating analyst forecasts of $17.6 billion. Looking into the company’s financials, adjusted EBITDA totaled $12.2 billion, spiking 34% YoY with free cash flow growing 36% to $7.5 billion, taking the full-year FCF to $26.9 billion. Semiconductor revenue hit $11.1 billion, increasing 35% YoY, citing accelerated AI demand. Operating margin touches 66.2% with expenses rising 16% to $2.1 billion with heavy R&D work while cash reserves stood firmly at $16.2 billi...

Why This Analyst Just Raised Their Price Target on Broadcom Stock Yahoo Finance

Alexey_Fedoren/iStock via Getty Images Introduction When I started my career in finance, I asked myself one big question: "How can I deliver value in a business that is about predicting the future when no human on earth can predict the future?" After all, when you spend some time in culinary school, odds are you can cook great meals. If you go to a trade school to become a carpenter, odds are you can be pretty useful at a construction site. However, you can spend more than a decade learning everything there is to know about stocks and markets and still lose money. As we can see below, while the top 20 hedge funds, on average, beat the market last year, it's a very rare occurrence. The average performance of the entire hedge fund basket is even worse. Needless to say, if there's anyone we should expect to beat the market, it's these people who tend to have the best access to information and the best salaries. RIABiz The thing is, when I realized I could not predict the future, it didn't end my career, as nobody can predict the future. I believe that in order to get ahead, we need an edge that allows us to build a strategy with a good long-term risk/reward around it. For me, as most of my readers may know, that's investing with a long-term horizon in areas with favorable valuations and attractive fundamental tailwinds. While I would obviously like to outperform the market every year (it would be great for my ego), I don't care much for it. I want to beat the market over time without losing sleep and trading every day. On top of that, I want to see my dividends grow over time while I wait for my thesis to work out. To me, that's the ultimate "cheat code" of making money in a market that may be way too focused on short-term returns. I discussed all of this in a November article when I introduced my new slogan, which I may have to print on a cup someday: "Time is the edge, quality is the filter, valuation is the trigger." In this article today, I'll share my view on two ...

Faina Gurevich/iStock Editorial via Getty Images Introduction Verizon ( VZ ) reported Q4 earnings and saw their shares rally as a result. Beating on both their top and bottom lines, their new CEO seems to be making good on his promises. Expecting higher growth for 2026, any further upside will likely depend on the company continuing to execute. If so, I suspect VZ can see above $50 a share by the end of 2026. In this article, I discuss their latest earnings, fundamentals, and why Verizon could see more upside in 2026 and beyond. Previous Buy Thesis I last covered Verizon this past November in an article titled: Upside Hangs On CEO's Execution. As a result of their low valuation, safe dividend, and new CEO's aggressive approach, I thought Verizon was a solid buy for income-focused investors. Moreover, the near 20% upside to their price target of $47.52 also made them attractive. Seeking Alpha During Q3 earnings, results were mixed with modest growth year-over-year and headwinds continued in their Broadband segment. EPS managed to beat by $0.02, while their top line missed estimates by a sizable $470 million. But due to their Q4 post-earnings price rally, the stock is up over 12% at the time of writing. As a result, it has significantly outpaced the S&P ( SP500 ), up a little over 2% over the same period. Solid 2025 Verizon's Q4 earnings report allowed the company to come into 2026 with solid momentum. Any further significant upside will likely depend on how the company executes going forward. But so far, so good. VZ managed to beat analysts' estimates on both top and bottom lines. This is refreshing as their previous quarter's results were mixed with a sizable miss on their top line. EPS amounted to $1.09, a beat by $0.03. Revenue amounted to $36.4 billion, an impressive $200 million beat. As a result, their top line grew from $35.7 billion to $36.4 billion, driven by 2% growth in Wireless Service revenue. This increased $0.3 billion year-over-year to $21 billion. EP...

vlado85rs/iStock via Getty Images Digital Turbine ( APPS ) reported solid results in the third quarter, leading to an unsurprising surge in its share price. Despite this, parts of Digital Turbine's business are still struggling and growth is predominantly coming from the company's international expansion. Profitability continues to improve though, supported by a normalization of operating expenses, and the valuation is still quite low. I previously suggested that Digital Turbine's turnaround was accelerating, despite investor scepticism. While I remain positive on Digital Turbine's prospects, I would not be surprised if the stock loses momentum in the short-term, as there is a recent history of positive reactions to earnings followed by significant declines in the following weeks. Market Conditions Digital Turbine's advertising market reportedly grew at a mid to high single digit rate in the December quarter. While the demand environment appears to be solid, some adtech companies have been under pressure due to shifts in the competitive landscape, which stems largely from privacy changes and AI. Software more broadly is also under enormous pressure at the moment, although this is based more on speculation about the longer-term impact of AI than any immediate threat. Share price declines have been indiscriminate, with many companies that will be AI beneficiaries also seeing sharp pullbacks. Adtech companies haven't been immune to this, even in cases where the business is dependent on data and has a heavy infrastructure component. Once the initial wave of fear has passed and investors consider barriers to competition, many software companies are likely to rebound. AI isn’t a near-term threat to Digital Turbine’s business but it could lead to growth in the number of applications, and a subsequent increase in user acquisition spend. Figure 1: 2026 YTD AdTech Company Share Price Performance (source: Seeking Alpha) Digital Turbine Business Updates While Digital Turbine's ...