After years of setting records with soaring applicants and class sizes, Howard University is under financial pressure, according to Fitch Ratings analysts who lowered the school’s credit outlook to negative this week. The explosive growth has added expenses — more professors, more housing and more classroom space, said Emily Wadhwani , Fitch’s higher education lead. And now that trend has stalled: enrollment dipped in fall 2025, shrinking 5% from a year earlier. The smaller incoming class lowered revenue from tuition and fees, hitting the school’s income by $1 million. Howard is the richest historically Black college. “They are coming off several years of unanticipated revenue growth, and the expectation was always for that to stabilize,” Wadhwani said in an interview. But a budget gap — which doesn’t count unrestricted revenue or one-time gifts — plus high expenses and thin cash flows from Howard’s hospital are near-term pressures to that transition, in Fitch’s view. “They’re having some execution challenges in right-sizing the ship,” she said. “This is our signal that this is looking more challenging than initially expected.” Historically Black colleges and universities, also called HBCUs, had seen an enrollment surge in recent years. They drew new sources of donations, including from MacKenzie Scott , the former wife of Jeff Bezos. This week’s outlook revision from stable reflects conditions for Howard that Fitch considers to be “near-term pressure,” and not a permanent change in credit strength, Wadhwani said. Rebecca Vazquez-Skillings, Howard’s chief financial officer, said the enrollment drop is “consistent with our plan to stabilize” after headcount grew by 37% between 2020 and 2024. The steepest declines were among students that would have required the most aid, which is in line with the school’s goal to strengthen the financial composition of its students, according to Vazquez-Skillings. “We’re trying to make sure that we’re considering the wherewithal of o...

Juventus have tried to get rid of Weston McKennie. They even succeeded once, sending him on loan to Leeds United only for the American to return six months later. When he got back to Turin, as US coach Gregg Berhalter told the story at the time, Juve had emptied his locker and given away his parking spot. Despite this, McKennie stuck around. It’s just as well for the Old Lady that he did – McKennie is now in the form of his life. The 27-year-old has scored four times in just eight games since the start of 2026. He has become one of Juve’s most important players and arguably the biggest driving force behind their recent upturn in form. Luciano Spalletti – among the most big-name coaches currently working in Italian football – has used McKennie to mould the team in his own image. Spalletti is a tactical radical. In this era of positional play, he argued “systems no longer exist in football” during his Scudetto-winning time at Napoli. “It’s all about the spaces left by the opposition, he told Sky Sports Italia recently. “You must be quick to spot them and know the right moment to strike.” This is surely why he likes McKennie – a position-less player, or rather, an every position player. He’s been Juve’s utility man for years, filling in all over the field whenever required. According to WhoScored, McKennie has played as a left back, right back, left wing back, right wing back, defensive midfielder, central midfielder, right winger, No 10 and centre forward last season. The only surprise is that he hasn’t played in goal (yet!). Since Spalletti’s arrival in October, McKennie has been most commonly used on the right side. From there the American has the license to drift inside, get in between the lines and push up as a secondary striker. As Spalletti says, systems no longer exist and McKennie is the Juventus player who best embodies the philosophy of the club’s new manager. One wonders what Mauricio Pochettino makes of McKennie’s current form. The US head coach omitted Mc...

Microsoft Stock (MSFT) in Focus as Company Shakes Up Cybersecurity Team TipRanks

Earnings Call Insights: CDW Corporation (CDW) Q4 2025 Management View Christine Leahy, Chair of the Board, President & CEO, opened by stating, "The team delivered a strong finish to a complex year, and fourth quarter results exceeded our expectations, results that demonstrate the resilience of our business model, committed execution and power of our strategy." She highlighted net sales of $5.5 billion, gross profit of $1.25 billion, and non-GAAP net income per share of $2.57 for the quarter. Leahy emphasized double-digit growth in software, cloud, and professional and managed services, noting that these higher-margin categories "contributed to our strongest gross margin of the year." Leahy discussed end-market diversity, with "exceptional small business growth of 18%" and state and local government strength offsetting federal headwinds. International operations in the U.K. and Canada delivered high single-digit growth. Leahy pointed to AI as an embedded growth driver, stating, "AI momentum is building across every market we serve," and detailed two recent AI solutions for both large enterprises and small businesses, with benefits such as "a potential 90-day payback" for enterprise deployments and productivity gains for cost-conscious customers. Albert Miralles, CFO & Executive VP of Enterprise Business Operations, reported, "Fourth quarter gross profit of $1.3 billion was up 8.6% year-over-year," and gross margin reached 22.8%. Miralles noted "some moderate levels of pull forward in the range of $50 million in net sales, driven by memory-related price increases and supply chain concerns," but described the overall impact as minor. Outlook CDW projects the U.S. IT addressable market to grow in the low single digits in 2026, with a targeted outperformance of "200 to 300 basis points on a customer spend basis." Miralles stated, "We expect gross profit to grow in the range of low single digits for the full year 2026, and we expect second half gross profit contribution t...

Source: Bloomberg, 5:04

champpixs/iStock via Getty Images The following segment was excerpted from the Allspring Emerging Growth Fund Q4 2025 Commentary. Fund performance and attribution TOP CONTRIBUTORS AND DETRACTORS TO QUARTER-END FUND PERFORMANCE Contributors ATI, Inc. ( ATI ) Clearwater Analytics Holdings, Inc. ( CWAN ) Castle Biosciences, Inc. ( CSTL ) Tarsus Pharmaceuticals, Inc. ( TARS ) Carpenter Technology Corp. ( CRS ) Detractors Commvault Systems, Inc. ( CVLT ) Varonis Systems, Inc. ( VRNS ) American Superconductor Corp. ( AMSC ) Adtalem Global Education Inc. ( ATGE ) Corcept Therapeutics Inc. ( CORT ) The holdings identified do not represent all of the securities purchased or sold during the period shown and should not be construed as a recommendation to purchase or sell a particular security. Information on calculation methodology and a list showing the overall contribution of each holding in the account for the period shown are available upon request. Discussion Of Contributors ATI Inc. ( ATI ) is growing like jet fuel. ATI is a leading producer of high-performance materials, including titanium and specialty alloys that are critical for jet engines, airframes, and landing gear. After years of underinvestment and production delays across the aerospace industry, ATI is now capitalizing on a surge in demand fueled by Boeing ( BA ) and Airbus’ ( EADSF ) historically large backlogs for new aircraft. In the second half of 2025, ATI strengthened its position by signing expanded long-term agreements with both Boeing and Airbus. These contracts not only lock in future orders but also enhance pricing visibility, providing ATI with a predictable revenue stream and higher margins. During the quarter, ATI reported robust growth and margin expansion in its defense segment driven by a favorable product mix—particularly in titanium components for next-generation engines. With aerospace production accelerating and defense demand remaining strong, ATI has a clear runway for growth. We feel th...

Micron Technology, Inc. (MU): A Bull Case Theory Finviz

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Every earnings season, investors look for proof that legacy tech giants like Microsoft (MSFT) are still a worthy investment for the long term. With its second quarter of fiscal 2026, Microsoft showed that it is still one of the strongest businesses in technology. The company is no longer just a legacy tech giant but a rapidly expanding AI and cloud powerhouse with multiple growth engines firing at once. Valued at $3.05 trillion, Microsoft has dipped 14% so far this year. This could be a good opportunity to grab this AI stock on the dip. Growth Keeps Rising as AI Strategy Scales In the second quarter of fiscal 2026, total revenue reached $81.3 billion, up 17% year-over-year (YoY). Earnings per share increased 24% to $4.14, highlighting solid execution in the cloud, AI, and productivity businesses. Operating margins increased to 47% despite significant investments in AI infrastructure. The cloud business surpassed $50 billion in quarterly revenue for the first time, growing 26% YoY. Management stated that cloud demand continues to surpass supply, owing largely to AI workloads and enterprise adoption across industries. Commercial bookings rose 23%, and remaining performance obligations reached $625 billion, providing a massive backlog of future revenue. CEO Satya Nadella stated that Microsoft is redesigning its global infrastructure to support large-scale AI workloads. In a single quarter, the company added roughly one gigawatt of data center capacity, which included new AI-optimized facilities connected via enhanced networking. Investments in custom chips such as Maya 200 and Cobalt 200 are helping improve performance while lowering the total cost of ownership, positioning Microsoft to scale AI workloads more efficiently than competitors. The company announced new data center investments in seven countries, as well as enhanced solutions for public, private, and national partner clouds. AI Is Becoming a Massive New Revenue Engine Management emphasized that AI is still ...

Every earnings season, investors look for proof that legacy tech giants like Microsoft (MSFT) are still a worthy investment for the long term. With its second quarter of fiscal 2026, Microsoft showed that it is still one of the strongest businesses in technology. The company is no longer just a legacy tech giant but a rapidly expanding AI and cloud powerhouse with multiple growth engines firing at once. Valued at $3.05 trillion, Microsoft has dipped 14% so far this year. This could be a good opportunity to grab this AI stock on the dip. www.barchart.com Growth Keeps Rising as AI Strategy Scales In the second quarter of fiscal 2026, total revenue reached $81.3 billion, up 17% year-over-year (YoY). Earnings per share increased 24% to $4.14, highlighting solid execution in the cloud, AI, and productivity businesses. Operating margins increased to 47% despite significant investments in AI infrastructure. The cloud business surpassed $50 billion in quarterly revenue for the first time, growing 26% YoY. Management stated that cloud demand continues to surpass supply, owing largely to AI workloads and enterprise adoption across industries. Commercial bookings rose 23%, and remaining performance obligations reached $625 billion, providing a massive backlog of future revenue. More News from Barchart CEO Satya Nadella stated that Microsoft is redesigning its global infrastructure to support large-scale AI workloads. In a single quarter, the company added roughly one gigawatt of data center capacity, which included new AI-optimized facilities connected via enhanced networking. Investments in custom chips such as Maya 200 and Cobalt 200 are helping improve performance while lowering the total cost of ownership, positioning Microsoft to scale AI workloads more efficiently than competitors. The company announced new data center investments in seven countries, as well as enhanced solutions for public, private, and national partner clouds. AI Is Becoming a Massive New Revenue Engin...

sharply_done/E+ via Getty Images Devon Energy ( DVN ) +4.5% in Wednesday's trading to a new 52-week intraday high of $43.68 as Barclays upgraded shares to Overweight from Equal Weight with a $50 price target, raised from $52, saying its "transformative" merger with Coterra Energy ( CTRA ) "creates a differentiated E&P rate-of-change story driven by synergy capture, portfolio optimization, and a step-function improvement in long-term cash returns." Unlike many mergers that are driven by survival or the pursuit of resources and scale, Barclays analyst Jeanine Wai believes Devon ( DVN ) and Coterra ( CTRA ) enter the deal "as independent resilient companies - defined by consistent operational execution, fortress balance sheets, and robust FCF that could have continued to reward shareholders on a standalone basis. Yet neither company has achieved a valuation that fully reflects the quality and depth of its underlying asset base." The combined entity "will be too cheap and too large to ignore," Wai wrote, noting that "by any reasonable measure, the FCF generation capacity of the pro forma entity is substantial... Layer in the announced synergies (we bake in ~90% of the $1B by 2028), and we estimate the combined entity could generate a higher unlevered FCF yield of ~13% in 2027, ramping to 14% in 2028 before any asset rationalization or incremental efficiencies." More on Devon Energy Devon Energy And Coterra Energy Merger Checks Quite A Few Boxes On Investors' Lists Coterra Energy And Devon To Merge, With Devon Being The Surviving Corporation Devon Energy Has Continued Room To Grow

We came across a bullish thesis on Broadcom Inc. on Rijnberk InvestInsights’s Substack by Daan | InvestInsights. In this article, we will summarize the bulls’ thesis on AVGO. Broadcom Inc.'s share was trading at $333.24 as of January 28th. AVGO’s trailing and forward P/E were 69.77 and 33.22 respectively according to Yahoo Finance. Jim Cramer on Broadcom (AVGO): “I Like It” Photo by JESHOOTS.COM on Unsplash Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally. AVGO continues to demonstrate why it is one of the most strategically essential technology companies today, combining best-in-class semiconductors and enterprise software into a $1.6 trillion infrastructure powerhouse. Its fiscal Q3 results showcased record revenue of $16 billion, up 22% year-over-year, driven primarily by explosive AI-related demand in semiconductors, which grew 26% YoY to $9.2 billion, including $5.2 billion from AI-specific products—a 63% YoY increase. Broadcom’s networking silicon, including the Tomahawk and Jericho families, underpins hyperscale AI data centers by enabling seamless communication across massive GPU clusters, while its XPU (custom AI accelerator) business, growing to 65% of AI revenue, positions the company as an indispensable partner for hyperscalers such as Google, Meta, Microsoft, Amazon, and OpenAI. This dual model is complemented by a highly profitable enterprise software portfolio, including VMware, CA Technologies, and Symantec Enterprise, generating roughly 46% of revenue with recurring cash flows. Broadcom reported an operating income of $10.5 billion, EBITDA of $10.7 billion (67.1% margin), and free cash flow of $7 billion, reflecting its exceptional operational leverage and efficiency. CEO Hock Tan’s decision to extend his tenure through 2030 reinforces strategic continuity, highlighting his proven ability to execute transformative acquisitions and integrate them seamlessly, strengthenin...

We came across a bullish thesis on Broadcom Inc. on Rijnberk InvestInsights’s Substack by Daan | InvestInsights. In this article, we will summarize the bulls’ thesis on AVGO. Broadcom Inc.'s share was trading at $333.24 as of January 28th. AVGO’s trailing and forward P/E were 69.77 and 33.22 respectively according to Yahoo Finance. Jim Cramer on Broadcom (AVGO): “I Like It” Photo by JESHOOTS.COM on Unsplash Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally. AVGO continues to demonstrate why it is one of the most strategically essential technology companies today, combining best-in-class semiconductors and enterprise software into a $1.6 trillion infrastructure powerhouse. Its fiscal Q3 results showcased record revenue of $16 billion, up 22% year-over-year, driven primarily by explosive AI-related demand in semiconductors, which grew 26% YoY to $9.2 billion, including $5.2 billion from AI-specific products—a 63% YoY increase. Broadcom’s networking silicon, including the Tomahawk and Jericho families, underpins hyperscale AI data centers by enabling seamless communication across massive GPU clusters, while its XPU (custom AI accelerator) business, growing to 65% of AI revenue, positions the company as an indispensable partner for hyperscalers such as Google, Meta, Microsoft, Amazon, and OpenAI. This dual model is complemented by a highly profitable enterprise software portfolio, including VMware, CA Technologies, and Symantec Enterprise, generating roughly 46% of revenue with recurring cash flows. Broadcom reported an operating income of $10.5 billion, EBITDA of $10.7 billion (67.1% margin), and free cash flow of $7 billion, reflecting its exceptional operational leverage and efficiency. CEO Hock Tan’s decision to extend his tenure through 2030 reinforces strategic continuity, highlighting his proven ability to execute transformative acquisitions and integrate them seamlessly, strengthenin...

We came across a bullish thesis on Broadcom Inc. on Rijnberk InvestInsights’s Substack by Daan | InvestInsights. In this article, we will summarize the bulls’ thesis on AVGO. Broadcom Inc.'s share was trading at $333.24 as of January 28th. AVGO’s trailing and forward P/E were 69.77 and 33.22 respectively according to Yahoo Finance. Jim Cramer on Broadcom (AVGO): “I Like It” Photo by JESHOOTS.COM on Unsplash Broadcom Inc. designs, develops, and supplies various semiconductor devices and infrastructure software solutions internationally. AVGO continues to demonstrate why it is one of the most strategically essential technology companies today, combining best-in-class semiconductors and enterprise software into a $1.6 trillion infrastructure powerhouse. Its fiscal Q3 results showcased record revenue of $16 billion, up 22% year-over-year, driven primarily by explosive AI-related demand in semiconductors, which grew 26% YoY to $9.2 billion, including $5.2 billion from AI-specific products—a 63% YoY increase. Broadcom’s networking silicon, including the Tomahawk and Jericho families, underpins hyperscale AI data centers by enabling seamless communication across massive GPU clusters, while its XPU (custom AI accelerator) business, growing to 65% of AI revenue, positions the company as an indispensable partner for hyperscalers such as Google, Meta, Microsoft, Amazon, and OpenAI. This dual model is complemented by a highly profitable enterprise software portfolio, including VMware, CA Technologies, and Symantec Enterprise, generating roughly 46% of revenue with recurring cash flows. Broadcom reported an operating income of $10.5 billion, EBITDA of $10.7 billion (67.1% margin), and free cash flow of $7 billion, reflecting its exceptional operational leverage and efficiency. CEO Hock Tan’s decision to extend his tenure through 2030 reinforces strategic continuity, highlighting his proven ability to execute transformative acquisitions and integrate them seamlessly, strengthenin...

We came across a bullish thesis on Nebius Group N.V. on X.com by @MB_Hogan. In this article, we will summarize the bulls’ thesis on NBIS. Nebius Group N.V.'s share was trading at $100.43 as of January 28th. NBIS’s trailing P/E was 163.47 according to Yahoo Finance. Fermi (FRMI) Nosedives on Profit-Taking on Double-Digit Upside Potential Nebius Group N.V., a technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel. NBIS is presenting what appears to be an exceptional buying opportunity as its stock drops into the $80 range, despite widespread market pessimism fueled by recent misinformation. The company has faced a coordinated FUD campaign, including false claims about Oracle data center delays—which were promptly corrected—and exaggerated narratives about space-based data centers, seemingly timed to support inflated SpaceX valuation expectations. Importantly, none of these events reflect any fundamental change in Nebius’s business. The company continues to guide for an extraordinary 7–9 billion USD in annual recurring revenue (ARR) within the next 12 months, representing roughly a 700% increase from current levels, supported by 2.5 gigawatts of contracted capacity. Nebius’s growth trajectory is underpinned by strong underlying assets, including its strategic stake in ClickHouse, which alone is projected to approach half of Nebius’s current market capitalization within two years. This combination of massive ARR growth potential, highly valuable equity holdings, and market overreaction creates a compelling risk/reward scenario for investors. While broader narratives and temporary market noise have pressured the stock, the fundamental drivers remain intact, offering a rare opportunity to acquire shares at a significant discount relative to their intrinsic value. For long-term investors, Nebius represents not only a high-growth technology play but also an undervalued portfol...

The Russell 2000 is supposed to outperform in bull markets, but that hasn't been the case recently. Since the start of 2023, the Vanguard Russell 2000 Index Fund (NASDAQ: VTWO) -- an exchange-traded fund (ETF) -- is up just 19% compared to a 55% gain for the S&P 500. The small-cap index tends to outperform in bull markets because its components are more volatile and have more growth potential. However, in the current bull market, the gains have been dominated by artificial intelligence (AI) stocks such as the "Magnificent Seven," and relatively little of the spoils have gone to small-cap stocks. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » With tariffs shaking up the market and the AI boom entering its next stage, that could change. Let's take a look at what would drive small-cap stocks higher and whether you should buy the Vanguard Russell 2000 Index ETF today. Can the Russell 2000 outperform the S&P 500? A number of factors could drive the Russell 2000 higher. One is lower interest rates. The Russell 2000 tends to have more exposure to interest rates because many of its components are unprofitable and have proportionally more debt than large caps. The Russell 2000 also has a significantly lower valuation than the S&P 500, with the Vanguard small-cap ETF trading at a price-to-earnings ratio of 17 versus 26 for the S&P 500. That's a significant discount for stocks that have often been more expensive than their large-cap peers. Yet, small-cap stocks typically have larger growth opportunities than large caps. As the name indicates, the Russell 2000 holds around 2,000 stocks, so it includes a diverse mix of companies. Its top 10 holdings currently include Sprouts Farmers Market, Rocket Lab USA, and Insmed, showing a wide range of industries. As of now, 18% of the fund is in financial stocks, 17% is in the healthcare sector, and 16% is in industrials. At the same time, the curren...

"I Deeply Regret": Bill Gates, Reid Hoffman Deny Epstein Malarkey, And Here's Some Weird Sh*t As the latest Epstein Files release continues to provide premium toilet reading and no arrests, tech billionaires Bill Gates and Linkedin founder Reid Hoffman are in full damage control mode, while President Donald Trump - whose name is all over the files as well, is back to asking if we can just move on . Other notables mentioned in the release are Steve Tisch, Richard Branson, Elon Musk, Harvey Weinstein, Leon Black, Peter Mandelson (who just imploded ), Sergey Brin, Jason Calacanis , Howard Lutnick and the Nobel Prize committee (more on that later, it's a fun one), and of course Ehud Barak . To review - Gates , whose ex-wife Melinda says he 'needs to answer to those things ' in the Epstein files - was featured in a 2013 email Epstein sent to himself - three months after the disgraced financier appears to have brought top Gates 'assistant' Boris Nikolic and 'two Russian girls' to Richard Branson's island for a crypto summit. According to Epstein, Gates - who apparently severed ties with Epstein after some incident involving Boris, 'implored' Epstein to 'delete the emails regarding your std, your request that I provide you with antibiotics that you can surreptitiously give to Melinda and the description of your penis.' Gates Denies Gates responded to the latest email , claiming it was 'never sent' (incorrect) and that it's 'false,' (though he did offer $100k to anyone that can make a 'next generation' condom earlier that year). Bill Gates responds after Epstein files suggest he got an STD from “Russian girls” and planned to secretly medicate his then-wife, Melinda. REPORTER: “You’ve no doubt seen the allegations… Are they true?” GATES: “No. Apparently, Jeffrey wrote an email to himself. That email… pic.twitter.com/TpwRmuISCK — Vigilant Fox 🦊 (@VigilantFox) February 4, 2026 Hoffman vs. Musk Meanwhile, LinkedIn founder Reid Hoffman - who went to Epstein's island, was invited...

格隆汇2月5日｜当地时间4日，伊朗官方消息人士称，原定于6日在阿曼举行的伊美谈判已经取消。该消息人士表示，取消会谈的原因是美方对会谈施加了新的条件，以及双方在谈判问题上存在分歧，而非会谈地点的问题。

We came across a bullish thesis on Micron Technology, Inc. on Beating The Tide’s Substack by George Atuan, CFA. In this article, we will summarize the bulls’ thesis on MU. Micron Technology, Inc.'s share was trading at $435.28 as of January 628h. MU’s trailing and forward P/E were 39.00 and 12.97 respectively according to Yahoo Finance. Jim Cramer Says “RH (RH) Is High-Risk, High-Reward” Copyright: believeinme33 / 123RF Stock Photo Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States and internationally. MU sits at the center of the AI buildout because AI is fundamentally a memory-driven problem, not just a compute one. As data-center GPUs, edge devices, and on-device AI models proliferate, demand for DRAM, HBM, LPDDR, GDDR, and NAND is accelerating across every layer of the stack. Memory and advanced packaging now account for roughly two-thirds of the bill of materials in top-tier AI GPUs, giving Micron meaningful pricing power and strategic relevance. This is reflected in Micron’s recent performance, with fiscal Q1 2026 revenue surging to $13.6 billion, up 57% year-over-year, and gross margins expanding to about 57%, driven by record DRAM, NAND, and HBM results. The most powerful catalyst is HBM, where Micron has already locked in price and volume agreements for its entire 2026 supply under multi-year contracts, with management expecting tight market conditions to persist beyond that. As AI inference workloads expand across cloud, enterprise, and edge devices, memory capacity and bandwidth increasingly become the limiting factor, reinforcing Micron’s role as a critical supplier to hyperscalers and GPU leaders like NVIDIA. Despite this positioning, the market continues to value Micron as a cyclical commodity business, leaving it trading at a deep discount to semiconductor peers on forward multiples. While risks remain, including memory cyclicality, competition from Samsung, SK hynix, and Chinese players...

We came across a bullish thesis on Micron Technology, Inc. on Beating The Tide’s Substack by George Atuan, CFA. In this article, we will summarize the bulls’ thesis on MU. Micron Technology, Inc.'s share was trading at $435.28 as of January 628h. MU’s trailing and forward P/E were 39.00 and 12.97 respectively according to Yahoo Finance. Jim Cramer Says “RH (RH) Is High-Risk, High-Reward” Copyright: believeinme33 / 123RF Stock Photo Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States and internationally. MU sits at the center of the AI buildout because AI is fundamentally a memory-driven problem, not just a compute one. As data-center GPUs, edge devices, and on-device AI models proliferate, demand for DRAM, HBM, LPDDR, GDDR, and NAND is accelerating across every layer of the stack. Memory and advanced packaging now account for roughly two-thirds of the bill of materials in top-tier AI GPUs, giving Micron meaningful pricing power and strategic relevance. This is reflected in Micron’s recent performance, with fiscal Q1 2026 revenue surging to $13.6 billion, up 57% year-over-year, and gross margins expanding to about 57%, driven by record DRAM, NAND, and HBM results. The most powerful catalyst is HBM, where Micron has already locked in price and volume agreements for its entire 2026 supply under multi-year contracts, with management expecting tight market conditions to persist beyond that. As AI inference workloads expand across cloud, enterprise, and edge devices, memory capacity and bandwidth increasingly become the limiting factor, reinforcing Micron’s role as a critical supplier to hyperscalers and GPU leaders like NVIDIA. Despite this positioning, the market continues to value Micron as a cyclical commodity business, leaving it trading at a deep discount to semiconductor peers on forward multiples. While risks remain, including memory cyclicality, competition from Samsung, SK hynix, and Chinese players...

We came across a bullish thesis on Micron Technology, Inc. on Beating The Tide’s Substack by George Atuan, CFA. In this article, we will summarize the bulls’ thesis on MU. Micron Technology, Inc.'s share was trading at $435.28 as of January 628h. MU’s trailing and forward P/E were 39.00 and 12.97 respectively according to Yahoo Finance. Jim Cramer Says “RH (RH) Is High-Risk, High-Reward” Copyright: believeinme33 / 123RF Stock Photo Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States and internationally. MU sits at the center of the AI buildout because AI is fundamentally a memory-driven problem, not just a compute one. As data-center GPUs, edge devices, and on-device AI models proliferate, demand for DRAM, HBM, LPDDR, GDDR, and NAND is accelerating across every layer of the stack. Memory and advanced packaging now account for roughly two-thirds of the bill of materials in top-tier AI GPUs, giving Micron meaningful pricing power and strategic relevance. This is reflected in Micron’s recent performance, with fiscal Q1 2026 revenue surging to $13.6 billion, up 57% year-over-year, and gross margins expanding to about 57%, driven by record DRAM, NAND, and HBM results. The most powerful catalyst is HBM, where Micron has already locked in price and volume agreements for its entire 2026 supply under multi-year contracts, with management expecting tight market conditions to persist beyond that. As AI inference workloads expand across cloud, enterprise, and edge devices, memory capacity and bandwidth increasingly become the limiting factor, reinforcing Micron’s role as a critical supplier to hyperscalers and GPU leaders like NVIDIA. Despite this positioning, the market continues to value Micron as a cyclical commodity business, leaving it trading at a deep discount to semiconductor peers on forward multiples. While risks remain, including memory cyclicality, competition from Samsung, SK hynix, and Chinese players...

Jeff Bezos's Washington Post guts staff, shrinks news coverage Reuters

Software stocks have been in the headlines lately for all the wrong reasons — namely the iShares Expanded Tech-Software Sector ETF (IGV) . Of course, IGV is driven by its holdings, and its largest component is a name we know well: Microsoft (MSFT) . The stock has fallen roughly 26% from the intraday high reached on Oct. 28 to Tuesday's intraday low — a span of about three months. Sustaining that pace would imply an annualized loss over 100%, making the odds of the sell-off at slowing meaningfully higher from here. Further, as of Tuesday's close, MSFT is trading about 15% below its 200-day moving average. At its worst in April 2025, it was also roughly 15% below this long-term trend line before the stock — and the broader market — bottomed. Looking back over the past few decades, the only times MSFT traded more than 20% below the 200-DMA for extended periods were during major bear markets — the internet stock crash, the global financial crisis and 2022, for example. Thus, monitoring how far MSFT trades relative to its 200-DMA now will be important. If the stock fails to leverage this oversold condition versus its 200-day line like it did last spring, it would suggest the sell-off could persist longer — and vice versa. Not surprisingly, this has produced a deeply oversold condition for MSFT versus the broader State Street Technology Select Sector SPDR ETF (XLK) , as well, with the relative weekly RSI dipping below 22 this week. The only other time that the indicator hit a level this low was back in May 2003. While that extreme relative weakness didn't last, MSFT continued to underperform XLK all the way through early 2013. Does that mean we should completely ignore MSFT now? No. Despite selling off nearly 20% in the past three months and trading below its 200-DMA, from a long-term perspective, the stock remains in an uptrend. In fact, MSFT now is testing the same uptrend line where it bounced last April. Putting it all together, at the very least the short-term risk/r...

Getty Images Listen below or on the go via Apple Podcasts and Spotify The paper shutters Sports desk , curbs local and international coverage. (0:15) AMD plunges despite earnings. (1:02) Bitcoin extends selloff as Michael Burry warns of a crypto death spiral . (2:15) The following is an abridged transcript: The Washington Post announced sweeping layoffs , cutting about one-third of its staff and gutting major parts of the newsroom as owner Jeff Bezos and his leadership team struggle for a path to profitability. Staffers described the day as a “bloodbath,” and the moves signal a sharp narrowing of the Post’s ambitions as it looks to right the ship, with reports of steep losses — including an estimated $100M in 2024. The paper is dismantling its Sports desk, closing the Books section, and suspending the daily Post Reports podcast. International coverage is also being scaled back, while the Metro desk — once the heartbeat of the paper in the Watergate era — is being heavily reduced. The cuts come after weeks of internal concern, including public pleas from journalists urging Bezos to change course. And during the layoffs Zoom meeting, one reporter described the mood as “funereal.” Among active stocks, AMD ( AMD ) is plunging despite beating on both the top and bottom lines. J.P. Morgan analyst Harlan Sur said the big question is whether AMD can show real operating leverage — and until it does, the stock may stay under pressure, especially with potential margin risk as it ramps MI450/Helios later this year. Eli Lilly ( LLY ) is bouncing back after topping Street forecasts with its Q4 results and 2026 outlook. Its GLP-1 drugs Mounjaro and Zepbound beat revenue expectations , with both up more than 100% from a year ago. Uber ( UBER ) is lower after missing Wall Street’s lofty Q4 profit expectations, as a shift toward cheaper rides and higher insurance costs weighed on results. But the company also updated its autonomous vehicle plans, aiming to operate AVs in 15 cities by...

Palantir Stock Drops 14% in AI and Software Pullback. It’s Having a Terrible 2026. Barron's

Palantir Technologies was one of the primary victims of Wednesday’s pullback in technology stocks. Shares of the artificial-intelligence software leader dropped 14% to $136.52 on Wednesday, putting the stock on pace for its worst session since May 7, 2024, according to Dow Jones Market Data. Palantir stock rose 7% on Tuesday after the company disclosed higher fourth-quarter earnings and revenue than Wall Street expected.

Palantir Stock Drops 14% as AI and Software Pull Back. It’s Having a Terrible 2026. Barron's

We came across a bullish thesis on QUALCOMM Incorporated on TechCache’s Substack by Joe Albano. In this article, we will summarize the bulls’ thesis on QCOM. QUALCOMM Incorporated's share was trading at $152.70 as of January 28th. QCOM’s trailing and forward P/E were 30.55 and 12.63 respectively according to Yahoo Finance. AMD's (AMD) Not A Quitter, Says Jim Cramer the-main-processor-3334336_1280 Qualcomm is at a critical inflection point as it seeks to diversify beyond its traditional smartphone business, which has become increasingly dependent on Apple. With smartphone growth slowing and Apple developing its own chips, Qualcomm faces pressure to identify new revenue streams, and AI represents the most promising avenue. While early consumer AI efforts, including AI PCs, contributed minimally to revenue in 2025, the company is now targeting the data center market, focusing specifically on AI inference—the stage where trained models generate predictions and insights. This strategic focus leverages Qualcomm’s long-standing expertise in low-power computing, offering potential advantages in energy efficiency and total cost of ownership compared with Nvidia’s high-bandwidth, high-power GPUs. The company has made its first major breakthrough with Saudi Arabia’s Humain project, valued at approximately $2 billion, signaling initial traction in large-scale AI deployments. Qualcomm’s approach, centered on inference and efficiency, positions it to capture a niche in a rapidly growing AI market that could reach $500 billion annually by 2027. While Nvidia dominates the broader AI ecosystem, Qualcomm’s lower-cost, energy-efficient solution could appeal to cloud providers and enterprises seeking alternatives, providing a differentiated growth path. If Qualcomm successfully scales its AI200 platform, it could meaningfully reduce its dependence on handset revenue and create a new growth driver for the company. Even partial adoption across global data centers could shift investor sen...