Reporter's notebook: A peek inside the Olympic Village toggle caption Rachel Treisman/NPR You're reading the Rachel Goes to the Games newsletter — a look behind the scenes at the Winter Olympics in Italy. Subscribe here to get it delivered to your inbox. I was among the lucky journalists who got to take a peek around the Milan Olympic Village the week of the opening ceremony, Velcro-ing a "media" ...
Reporter's notebook: A peek inside the Olympic Village toggle caption Rachel Treisman/NPR You're reading the Rachel Goes to the Games newsletter — a look behind the scenes at the Winter Olympics in Italy. Subscribe here to get it delivered to your inbox. I was among the lucky journalists who got to take a peek around the Milan Olympic Village the week of the opening ceremony, Velcro-ing a "media" armband around my jacket and slipping into a sea of journalists, volunteers and Olympians from all over the world. The village is a sprawl of modular buildings and high-rise apartments, with the flags and banners of the countries in residence hanging from balconies and windows. Sprinkled around it are important landmarks like the Olympic rings statue, a fitness center with cardio machines and weight racks, and a mindfulness room with coaches, yoga mats and tables for coloring and postcard writing. And the dining hall, obviously. Sponsor Message My teammate Pien Huang and I sat down with Daniel Smith, the Team USA Olympic Village director, on the ground floor of the seven-story building that the U.S. shares with athletes from Japan. Smith said there are about 70 U.S. Olympians staying here throughout the Games — remember, only speedskating, figure skating and ice hockey compete in Milan — as well as some 40 U.S. support staffers. All told, the village will house some 1,500 athletes and team members from around the world over the course of three weeks. Smith explained that a lot of decisions about daily life in the village — from what athletes eat to when they sleep to who gets a roommate — are up to the specific sports and individuals. But he and other U.S. Olympic and Paralympic Committee staff are there to "mitigate distractions," whether that's facilitating transportation or helping athletes who get locked out of their rooms. "I think the feedback that we get is a lot of gratitude," said Smith, who is working his third Games. toggle caption Rachel Treisman/NPR Just 72 hou...
A man convicted of trying to assassinate US President Donald Trump on a Florida golf course in 2024 was sentenced on Wednesday to life in prison. US District Judge Aileen Cannon pronounced Ryan Routh’s fate in the same Fort Pierce courtroom that erupted into chaos in September when he tried to stab himself shortly after jurors found him guilty on all counts. Prosecutors had asked for life without ...
A man convicted of trying to assassinate US President Donald Trump on a Florida golf course in 2024 was sentenced on Wednesday to life in prison. US District Judge Aileen Cannon pronounced Ryan Routh’s fate in the same Fort Pierce courtroom that erupted into chaos in September when he tried to stab himself shortly after jurors found him guilty on all counts. Prosecutors had asked for life without parole, saying Routh was unrepentant and had never apologised. A defence lawyer brought in for his sentencing asked for 27 years, noting that Routh is already turning 60. Advertisement Routh also received a consecutive seven-year sentence for one of his gun convictions. Routh’s sentencing had initially been scheduled for December, but Cannon agreed to move the date back after Routh decided to use a lawyer during the sentencing phase instead of representing himself as he did for most of the trial. Ryan Routh (left) throws his arms up in frustration as jury selection begins at his trial in Fort Pierce, Florida, in September 2025. Courtroom sketch: Lothar Speer via AP Prosecutors said in a sentencing memorandum that Routh has yet to accept any responsibility and should spend the rest of his life in prison, in accordance with federal sentencing guidelines.
This article first appeared on GuruFocus. Nvidia Corporation (NASDAQ:NVDA) shares are unchanged pre-market, even as a report highlights continued regulatory friction around licensing H200 exports to China, which remain subject to final approval from Washington despite earlier export clearance from the Trump administration. The delay has direct commercial implications. According to the report, Chin...
This article first appeared on GuruFocus. Nvidia Corporation (NASDAQ:NVDA) shares are unchanged pre-market, even as a report highlights continued regulatory friction around licensing H200 exports to China, which remain subject to final approval from Washington despite earlier export clearance from the Trump administration. The delay has direct commercial implications. According to the report, Chinese customers are withholding new orders until Nvidia can provide certainty on export licenses, effectively pushing demand into a holding pattern. This comes against the backdrop of comments from CEO Jensen Huang that Nvidia holds roughly $500 billion in total orders through 2026, a figure that assumes continued access to global markets. China alone is widely viewed as a roughly $50 billion a year AI chip market, which makes the current standstill hard to ignore. Attention now turns to timing. With Nvidia's fourth-quarter earnings call scheduled for February 25, 2026, investors are likely to press management for clarity on license approvals, shipment timing, and how China fits into near-term delivery plans as newer GPU platforms roll out.
Nvidia Corporation NVDA shares are unchanged pre-market, even as a report highlights continued regulatory friction around licensing H200 exports to China, which remain subject to final approval from Washington despite earlier export clearance from the Trump administration. The delay has direct commercial implications. According to the report, Chinese customers are withholding new orders until Nvid...
Nvidia Corporation NVDA shares are unchanged pre-market, even as a report highlights continued regulatory friction around licensing H200 exports to China, which remain subject to final approval from Washington despite earlier export clearance from the Trump administration. The delay has direct commercial implications. According to the report, Chinese customers are withholding new orders until Nvidia can provide certainty on export licenses, effectively pushing demand into a holding pattern. This comes against the backdrop of comments from CEO Jensen Huang that Nvidia holds roughly $500 billion in total orders through 2026, a figure that assumes continued access to global markets. China alone is widely viewed as a roughly $50 billion a year AI chip market, which makes the current standstill hard to ignore. Attention now turns to timing. With Nvidia's fourth-quarter earnings call scheduled for February 25, 2026, investors are likely to press management for clarity on license approvals, shipment timing, and how China fits into near-term delivery plans as newer GPU platforms roll out.
Investors are awaiting earnings from Google, due after the closing bell. Those results come as fears of AI disruption ripple through markets, hitting software makers, investment firms, and ad agencies, including MNTN. CEO Mark Douglas joined Bloomberg Open Interest to talk about the shifts in advertising as the AI buildout ramps up. (Source: Bloomberg)
Investors are awaiting earnings from Google, due after the closing bell. Those results come as fears of AI disruption ripple through markets, hitting software makers, investment firms, and ad agencies, including MNTN. CEO Mark Douglas joined Bloomberg Open Interest to talk about the shifts in advertising as the AI buildout ramps up. (Source: Bloomberg)
U.S. Senate Minority Leader Chuck Schumer (D-N.Y.) holds a press conference following the Democratic weekly policy lunch on Capitol Hill in Washington, D.C., U.S., Feb. 3, 2026. Annabelle Gordon | Reuters House and Senate Democrats on Wednesday laid out their demands for immigration enforcement reform as Congress races to avoid a shutdown at the Department of Homeland Security . DHS only received ...
U.S. Senate Minority Leader Chuck Schumer (D-N.Y.) holds a press conference following the Democratic weekly policy lunch on Capitol Hill in Washington, D.C., U.S., Feb. 3, 2026. Annabelle Gordon | Reuters House and Senate Democrats on Wednesday laid out their demands for immigration enforcement reform as Congress races to avoid a shutdown at the Department of Homeland Security . DHS only received two weeks of stopgap funding in the law enacted Tuesday that reopened most of the government. Now, Democrats are holding up a full-year appropriations bill until Republicans agree to immigration enforcement reforms. A full-year appropriations bill for DHS was stripped from the broader funding package by Senate Democrats after two U.S. citizens were shot and killed by federal agents in Minneapolis. House Democratic Leader Hakeem Jeffries and Senate Minority Leader Chuck Schumer , both of New York, laid out their demands at a press briefing on Wednesday at the Capitol, flanked by a slew of Democrats. Democrats' demands include: mandatory body cameras; disallowing immigration officers from wearing masks; tightening restrictions around warrants and ending "roving" patrols. "When Americans see the pictures of these goons beating people, pushing people, and even shooting and killing people, they say this is not America," Schumer said. "It is reminiscent of dictatorship." Getting agreement on changes to DHS procedures in the funding bill is going to be a steep challenge for Congress. Sixty votes are needed in the Senate to pass any spending bill, meaning Democrats will be required. Read more CNBC politics coverage Trump admin to withdraw 700 federal officers from Minnesota: Homan Fed pick: Tillis doubles down on Warsh blockade over Fed independence Trump: If states can't run elections 'honestly,' then 'somebody else should take over' Trump signs bill ending federal government shutdown A shutdown at DHS would also affect its sub-agencies, which include the Federal Emergency Managem...
The government tried to get around this by removing the complex from the register of protected buildings but now Culture Minister Nikola Selakovic is on trial for abuse of office, accused of using his position to influence or falsify documents to revoke Generalstab's cultural heritage status.
The government tried to get around this by removing the complex from the register of protected buildings but now Culture Minister Nikola Selakovic is on trial for abuse of office, accused of using his position to influence or falsify documents to revoke Generalstab's cultural heritage status.
AppLovin Corporation (NASDAQ:APP) is one of the 10 AI Stocks Analysts Are Watching. On February 2, Benchmark analyst Mike Hickey reiterated a Buy rating on the stock with a $775.00 price target. The firm sees AI-native game creation risks as overstated, seeing no direct impairment to the company’s long-term positioning. Benchmark noted how a new artificial-intelligence project at Google could disr...
AppLovin Corporation (NASDAQ:APP) is one of the 10 AI Stocks Analysts Are Watching. On February 2, Benchmark analyst Mike Hickey reiterated a Buy rating on the stock with a $775.00 price target. The firm sees AI-native game creation risks as overstated, seeing no direct impairment to the company’s long-term positioning. Benchmark noted how a new artificial-intelligence project at Google could disrupt how videogames are made, but that AppLovin’s role in the mobile ecosystem remains intact. “While AI-native world models represent a credible long-term challenge to incumbent game engines and traditional development workflows, we believe the implications for AppLovin are materially different and often overstated.” Dismissing concerns that Google DeepMind’s Project Genie could threaten AppLovin, the firm noted that developers will eventually package Genie-created experiences as standalone games and distribute them through Android and iOS instead of remaining confined within Alphabet’s ecosystem. “Under this assumption, AI-native creation changes how games are built, but not how they are discovered, acquired, or monetized.” Why Benchmark Says Google’s AI Won’t Derail AppLovin (APP) OlegDoroshin/Shutterstock.com Advertisers wouldn’t be entirely safe from advancements in AI-driven game development. Lower development costs could mean shorter game lifecycles and faster player churn, which may reduce user-acquisition spending for individual games. “While AI-driven creation could pressure per-title LTV in gaming over time, we believe this risk is likely offset by higher content volume, faster iteration cycles, and sustained advertiser demand across a unified auction. As a result, we see no clear mechanism by which Project Genie or similar AI-native creation tools would directly impair AppLovin’s long-term competitive position.” AppLovin Corporation (NASDAQ:APP) provides a leading marketing platform powered by AI technology. While we acknowledge the potential of APP as an investm...
00:05 Speaker A It's time for Yahoo Finance market minute. 00:08 Speaker A The Bureau of Labor Statistics has announced new dates for the January employment and inflation data. 00:13 Speaker A The BLS will now release non-farm payrolls on February 11th and the consumer price index report on February 13th. 00:18 Speaker A Meanwhile, AMD shares are seeing their biggest decline since 2018. The chipma...
00:05 Speaker A It's time for Yahoo Finance market minute. 00:08 Speaker A The Bureau of Labor Statistics has announced new dates for the January employment and inflation data. 00:13 Speaker A The BLS will now release non-farm payrolls on February 11th and the consumer price index report on February 13th. 00:18 Speaker A Meanwhile, AMD shares are seeing their biggest decline since 2018. The chipmaker's outlook was viewed as underwhelming by Wall Street despite topping the average analyst estimate. 00:26 Speaker A Plus Yum Brands, the owner of Taco Bell and KFC posted mixed earnings results for the prior quarter. 00:30 Speaker A Yum Brands reported missed uh quarterly earnings expectations, but posted revenue that was better than expected. 00:34 Speaker A The results were boosted by Taco Bell, which saw same store sales spike 7% for the quarter. 00:38 Speaker A And Michael Burry of The Big Short fame is warning on cascading effects of Bitcoin's plunge. 00:42 Speaker A The famed investor says the decline could inflict lasting damage on companies that have spent the past year stockpiling the digital token. 00:48 Speaker A And that's your Yahoo Finance market minute. For more on what's trending on Yahoo Finance, scan the QR code below to track the best and worst performing stocks of the trading session.
Key Points The asset manager sold 3,522,200 Lucid shares with an estimated trade value ~$56.28 million based on average fourth-quarter pricing. Wolverine still held 16,778,500 shares as of Dec. 31, 2025. One of Wolverine's largest holdings is Lucid competitor. 10 stocks we like better than Lucid Group › What happened According to its SEC filing dated Feb. 2, 2026, Wolverine Asset Management LLC re...
Key Points The asset manager sold 3,522,200 Lucid shares with an estimated trade value ~$56.28 million based on average fourth-quarter pricing. Wolverine still held 16,778,500 shares as of Dec. 31, 2025. One of Wolverine's largest holdings is Lucid competitor. 10 stocks we like better than Lucid Group › What happened According to its SEC filing dated Feb. 2, 2026, Wolverine Asset Management LLC reduced its exposure to Lucid Group (NASDAQ:LCID) by 3,522,200 shares in the fourth quarter of 2025. The estimated transaction value is approximately $56.28 million based on the average Q4 stock price. The quarter-end value of the Lucid position decreased by $305.60 million, a figure that reflects both share sales and the stock’s price movement during the period. What else to know The sale activity leaves Lucid at 1.4% of reported 13F AUM As of Jan. 30, 2026, Lucid shares were priced at $11.07, down 59.3% over the prior year and lagging the S&P 500 by 73.6 percentage points Company/Etf overview Metric Value Price (as of market close 2/2/26) $10.29 Market Capitalization $3.15 billion Revenue (TTM) $1.07 billion Net Income (TTM) ($2.28 billion) Company snapshot Lucid designs, engineers, and manufactures electric vehicles, EV powertrains, and battery systems as its core products and primary revenue drivers. The company operates a vertically integrated business model, generating revenue through direct sales of electric vehicles and related technologies via retail studios and online channels. It targets premium automotive consumers, particularly those seeking high-performance electric vehicles in the United States and select international markets. Lucid Group is a technology-driven automotive manufacturer focused on the development and production of advanced electric vehicles. The company leverages proprietary EV technology and vertical integration to compete in the premium segment of the electric vehicle market. With a strategy centered on innovation and direct-to-consumer sales,...
While the best iPad deals usually land during major sale events like Black Friday, many great iPad deals are available outside of those times. The day-to-day discounts come and go like changing winds, so there’s often some amount to be saved, particularly on Apple’s most affordable iPad, the iPad Mini, and the latest iPad Air. Hell, you can even often find discounts on the latest M5 iPad Pro , whi...
While the best iPad deals usually land during major sale events like Black Friday, many great iPad deals are available outside of those times. The day-to-day discounts come and go like changing winds, so there’s often some amount to be saved, particularly on Apple’s most affordable iPad, the iPad Mini, and the latest iPad Air. Hell, you can even often find discounts on the latest M5 iPad Pro , which is already on sale at multiple retailers. If you don’t need the latest tech, though, now may be a good time to save on the M4 Pro as inventory dwindles. All that being said, it’s difficult to know where exactly you can find the most notable iPad deals unless you’re scouring the major retailers on a daily basis. But that’s often what our deal hunters at The Verge are doing, so let us help you out. Below, we’ve listed the best deals you can get on each iPad model that is available, from the 11th-gen base iPad to the more powerful models with the M3, M4, and M5 chips. The best iPad (2025) deals Apple iPad (11th-gen) Where to Buy: $349 $299.99 at Amazon (128GB, Wi-Fi) $349 $299.99 at Target (128GB, Wi-Fi) Apple’s 11th-gen iPad landed on the scene in March 2025. The newest base-model tablet is a fairly iterative update of the prior model , but with 128GB of base storage (as opposed to 64GB) and the A16 Bionic chip, which is nearly 30 percent faster than the A14 chip used in the 10th-gen iPad. However, the newer chip doesn’t support the various Apple Intelligence features introduced in iPadOS 18.1 and subsequent updates. For that, you’ll want to opt for a more recent iPad Air, iPad Mini, or iPad Pro model. Pricing-wise, the latest iPad starts at $349 with Wi-Fi and 128GB of storage. You can also upgrade to 256GB or 512GB of storage for an additional $100 or $200, respectively, or purchase an LTE model starting at $499. We saw a pretty significant price drop to $279 during Black Friday; But right now, it’s available at Amazon and Target starting at $299.99, which saves you $50....
Research that labels recent results as solid but not sufficient to clear high expectations, together with the removal of top pick status at one large broker, reflects a view that execution remains strong yet the bar for incremental upside has moved higher. Several other firms cut Microsoft price targets by sizeable amounts in late January 2026, often by US$20 to US$60, and in some cases removed th...
Research that labels recent results as solid but not sufficient to clear high expectations, together with the removal of top pick status at one large broker, reflects a view that execution remains strong yet the bar for incremental upside has moved higher. Several other firms cut Microsoft price targets by sizeable amounts in late January 2026, often by US$20 to US$60, and in some cases removed the shares from top pick lists. These moves, even where ratings stay positive, point to more attention on capital intensity, earnings expectations and the degree of upside already reflected in the share price. That same research flags that AI related capital spending can require several times more capital to achieve similar value to earlier cloud investments, with the firm suggesting that investors might already be giving companies considerable benefit of the doubt on returns. Rothschild & Co Redburn stands out on the cautious side, cutting Microsoft to Neutral from Buy with a target reduced to US$500 from US$560, arguing that hyperscaler economics for GPU heavy cloud investments look weaker than previously assumed. Other research commentary, including views around Microsoft’s partnerships such as the expanded Anthropic agreement and long term AI infrastructure contracts referenced in sector notes, often highlights execution on AI, cloud and security as important supports for the current valuation framework. Baird starts coverage at Outperform with a US$600 target and describes Microsoft as leading in AI infrastructure and applications through its partnership with OpenAI, pointing to an end to end platform that can support both enterprise and consumer use cases. Wells Fargo keeps an Overweight rating with a target of US$665, adjusted from US$700, and continues to frame AI as a central theme for 2026, grouping Microsoft among key beneficiaries across infrastructure, established incumbents, and newer use cases. Goldman Sachs assumes coverage with a Buy rating and a US$655 targe...
Research that labels recent results as solid but not sufficient to clear high expectations, together with the removal of top pick status at one large broker, reflects a view that execution remains strong yet the bar for incremental upside has moved higher. Several other firms cut Microsoft price targets by sizeable amounts in late January 2026, often by US$20 to US$60, and in some cases removed th...
Research that labels recent results as solid but not sufficient to clear high expectations, together with the removal of top pick status at one large broker, reflects a view that execution remains strong yet the bar for incremental upside has moved higher. Several other firms cut Microsoft price targets by sizeable amounts in late January 2026, often by US$20 to US$60, and in some cases removed the shares from top pick lists. These moves, even where ratings stay positive, point to more attention on capital intensity, earnings expectations and the degree of upside already reflected in the share price. That same research flags that AI related capital spending can require several times more capital to achieve similar value to earlier cloud investments, with the firm suggesting that investors might already be giving companies considerable benefit of the doubt on returns. Rothschild & Co Redburn stands out on the cautious side, cutting Microsoft to Neutral from Buy with a target reduced to US$500 from US$560, arguing that hyperscaler economics for GPU heavy cloud investments look weaker than previously assumed. Other research commentary, including views around Microsoft’s partnerships such as the expanded Anthropic agreement and long term AI infrastructure contracts referenced in sector notes, often highlights execution on AI, cloud and security as important supports for the current valuation framework. Baird starts coverage at Outperform with a US$600 target and describes Microsoft as leading in AI infrastructure and applications through its partnership with OpenAI, pointing to an end to end platform that can support both enterprise and consumer use cases. Wells Fargo keeps an Overweight rating with a target of US$665, adjusted from US$700, and continues to frame AI as a central theme for 2026, grouping Microsoft among key beneficiaries across infrastructure, established incumbents, and newer use cases. Goldman Sachs assumes coverage with a Buy rating and a US$655 targe...
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 12 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Mark Lashier Executive Vice President, Midstream — Don Baldridge Executive Vice President, and Chief Financial Officer — Kevin Mitchell Executive Vice President, Refining — Rich Harbison Executive Vice President, Marketing and Commercial — Brian Mandell Vice President, Inv...
Image source: The Motley Fool. Wednesday, Feb. 4, 2026 at 12 p.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Mark Lashier Executive Vice President, Midstream — Don Baldridge Executive Vice President, and Chief Financial Officer — Kevin Mitchell Executive Vice President, Refining — Rich Harbison Executive Vice President, Marketing and Commercial — Brian Mandell Vice President, Investor Relations — Sean Maher Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Reported Earnings -- $2.9 billion, or $7.17 per share, including a $239 million pretax impact from Los Angeles refinery accelerated depreciation. -- $2.9 billion, or $7.17 per share, including a $239 million pretax impact from Los Angeles refinery accelerated depreciation. Adjusted Earnings -- $1 billion, or $2.47 per share, flat sequentially versus the previous quarter. -- $1 billion, or $2.47 per share, flat sequentially versus the previous quarter. Operating Cash Flow -- $2.8 billion, with a $780 million working capital benefit from inventory reduction, partially offset by lower prices impacting receivables and payables. -- $2.8 billion, with a $780 million working capital benefit from inventory reduction, partially offset by lower prices impacting receivables and payables. Shareholder Returns -- $756 million in the quarter, of which $274 million was share repurchases. -- $756 million in the quarter, of which $274 million was share repurchases. Capital Spending -- $682 million in the quarter, funding both growth and sustaining projects. -- $682 million in the quarter, funding both growth and sustaining projects. Net Debt to Capital Ratio -- 38% at quarter-end. -- 38% at quarter-end. Segment Earnings Drivers -- Sequential gains in refining, renewable fuels, and midstream, nearly offset by declines in chemicals and marketing and specialties. -- Sequential gains in refining, renewable fuels, and midstream, nearly offset by declines in chemicals and marketing and specialti...
Earnings Call Insights: Voya Financial (VOYA) Q4 2025 Management View Heather Lavallee, President and CEO, highlighted that "In 2025, Voya delivered strong financial and commercial results that exceeded our targets and accelerated our growth strategy." She reported over $1 billion of pretax adjusted operating earnings for the full year and $775 million of excess cash, noting, "combined Retirement ...
Earnings Call Insights: Voya Financial (VOYA) Q4 2025 Management View Heather Lavallee, President and CEO, highlighted that "In 2025, Voya delivered strong financial and commercial results that exceeded our targets and accelerated our growth strategy." She reported over $1 billion of pretax adjusted operating earnings for the full year and $775 million of excess cash, noting, "combined Retirement and Investment Management assets surpassed $1 trillion." Lavallee pointed to exceptional results in Retirement with defined contribution net flows surpassing $28 billion and a participant base "fast approaching 10 million accounts." The OneAmerica integration "significantly exceeded our financial targets while expanding the capabilities we offer clients and broadening our reach with advisers." In Investment Management, Lavallee stated, "We delivered a record $1 billion in annual net revenue and 4.8% organic growth, well above our long-term target." She also emphasized that in Employee Benefits, progress in margin improvement is expected to continue, particularly in Stop Loss, where increased rates and disciplined reserving position the business for 2026. Michael Katz, Executive VP & CFO, reported, "We generated over $1 billion of pretax adjusted operating earnings, $168 million higher than a year ago. And we increased earnings per share 22% to $8.85." Katz added, "We have been disciplined with our capital in 2025, including our acquisition of OneAmerica, which is generating earnings and returns well above our original targets." Outlook Lavallee outlined 2026 priorities: "growing excess cash generation, maintaining balance sheet strength and capital flexibility, driving continued commercial momentum in Retirement and Investment Management, and further improving margins in Employee Benefits." Katz said, "We will repurchase $150 million of shares in the first quarter and expect to do the same in the second quarter, subject to macro conditions." Management expects further exces...
Earnings Call Insights: Cencora, Inc. (COR) Q1 2026 Management View CEO Robert Mauch announced the completion of the acquisition of the majority of the remaining equity interest in OneOncology, emphasizing, "we are raising our fiscal 2026 guidance to reflect year-over-year adjusted operating income growth of 11.5% to 13.5%." He highlighted the continued strength in the U.S. Healthcare Solutions bu...
Earnings Call Insights: Cencora, Inc. (COR) Q1 2026 Management View CEO Robert Mauch announced the completion of the acquisition of the majority of the remaining equity interest in OneOncology, emphasizing, "we are raising our fiscal 2026 guidance to reflect year-over-year adjusted operating income growth of 11.5% to 13.5%." He highlighted the continued strength in the U.S. Healthcare Solutions business and detailed three core growth priorities: strengthening leadership in specialty, leading with market leaders, and enhancing patient access to pharmaceuticals. Mauch described the integration of OneOncology and Retina Consultants of America (RCA) as pivotal in creating an MSO platform to leverage clinical research and revenue cycle management capabilities. Mauch noted that RCA's research chair performed the world's first procedure of a new FDA-approved cell-based gene therapy for MacTel Type 2 and cited RCA physicians’ leadership in the retina biosimilar market as instrumental in early adoption trends. CFO James Cleary commented, “We completed the quarter with adjusted diluted EPS of $4.08, an increase of 9%, driven by performance in our U.S. Healthcare Solutions segment. Consolidated revenue was $85.9 billion, up 5.5% due to solid growth in both reportable segments and in Other.” Cleary said the RCA acquisition primarily drove an 18% increase in consolidated gross profit, and operating income rose 12% compared to the prior year quarter. Outlook Cencora raised its fiscal 2026 guidance for consolidated revenue growth to 7%-9%, compared to the previous 5%-7%. U.S. Healthcare Solutions segment revenue guidance increased to 7%-9%, with International Healthcare Solutions segment revenue guidance also raised to 7%-9% as-reported. The company now expects consolidated operating income growth of 11.5%-13.5%, up from 8%-10%. Cleary stated, "we are pleased to now be reaffirming our full guidance range of $17.45 to $17.75 to reflect our strong execution, the continued performanc...
ALIOUI Mohammed Elamine/iStock via Getty Images The Gold Rush Mentality Drives Idaho Strategic Resources, Inc. Here, we explain why we believe it's justified to maintain the Buy rating we envisioned in our previous article on Idaho Strategic Resources ( IDR ). IDR is a gold producer and owner of a relevant U.S. rare earth property, according to the company (see “ About Idaho Strategic Resources, I...
ALIOUI Mohammed Elamine/iStock via Getty Images The Gold Rush Mentality Drives Idaho Strategic Resources, Inc. Here, we explain why we believe it's justified to maintain the Buy rating we envisioned in our previous article on Idaho Strategic Resources ( IDR ). IDR is a gold producer and owner of a relevant U.S. rare earth property, according to the company (see “ About Idaho Strategic Resources, Inc. ”), with its main office in Coeur d'Alene, Idaho. IDR: A Top Candidate on the Buy List for Gold Stock Investors Profitability—a key factor influencing sentiment on the US stock market—remains the primary driver of IDR's strong market capitalization. The rise in gold prices is contributing to enhancing IDR profitability, unlocking new opportunities to further cultivate the production potential of the Golden Chest Mine. The extent to which this potential is realized is critical amid consistently high gold prices, which are substantially set to affect future stock performance. We support the thesis that IDR remains a top contender among stocks with Buy ratings. This, along with several other important factors for long-term, sustainable growth, forms the basis of our updated analysis. Gold Rush Mentality Affects IDR's Share Price The following developments are clear indications that this gold rush mentality is influencing IDR's share price: IDR's share price on the NYSE has risen by 176.8% in the last 12 months. This places IDR very high in the US stock index, as the stock market, as measured by the S&P 500 Futures ( SPX ), has risen by 14.6% in the last 12 months at the time of writing this article. Our Previous Coverage In the previous article, we reaffirmed our Buy rating for IDR and highlighted two key upside catalysts for projected higher market value: Gold production and rare earth exploration. Gold production and prices were seen as a surefire winning combination, despite higher operating costs (IDR's all-in sustaining costs: $1,980/ounce compared to the global indus...