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 ...
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...
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 ...
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...
asbe Seeking Alpha's roundup of statements, announcements, and remarks that could impact markets, sectors, or individual stocks. Sen. Tim Scott of South Carolina, who chairs the Senate Banking Committee, said he didn't think Federal Reserve Chair Jerome Powell committed any crimes when he answered questions before a congressional committee last year about the Fed's renovation project. “I believe w...
asbe Seeking Alpha's roundup of statements, announcements, and remarks that could impact markets, sectors, or individual stocks. Sen. Tim Scott of South Carolina, who chairs the Senate Banking Committee, said he didn't think Federal Reserve Chair Jerome Powell committed any crimes when he answered questions before a congressional committee last year about the Fed's renovation project. “I believe what he did was make a gross error in judgment. He was not prepared for that hearing. I do not believe that he committed a crime during the hearing,” Scott told Fox Business during an interview, according to Politico . U.S. Trade Representative Jamieson Greer said the U.S. is in talks with Mexico about establishing a critical minerals partnership that would include minimum prices for the elements, which are used extensively in industry. Greer said the Mexican partnership would “address global market distortions that have left North American critical minerals supply chains vulnerable to disruptions." The partnership is part of the scheduled review of the U.S.-Mexico-Canada trade agreement, according to CNBC . Greer added that the U.S. is also working on developing similar partnerships for critical minerals with the European Union and Japan. T he potential partnerships, he said, indicate “that the world’s largest market-oriented economies are committed to developing a new paradigm for preferential trade in critical minerals.” The Trump administration has been particularly aggressive in seeking out deals to ease U.S. dependence on China for critical minerals, especially rare earths. As part of the push, the government has made investments in companies such as MP Materials ( MP ), USA Rare Earth ( USAR ), Lithium Americas ( LAC ), and Trilogy Metals ( TMQ ). More on SPDR S&P 500 ETF Trust, MP Materials, etc. Why 2026 Could Be A Replay Of 2022 First Negative S&P 500 Signals As Mega Tech Breaks Down From October Highs Macro Insights: Gold's Warning, Warsh's Fed Takeover, And 15 S&...
Global retail e-commerce sales hit an estimated $6 trillion in 2024 and are expected to rise to nearly $8 trillion by 2028, a 31% increase over the next few years. In this market, U.S. retailers led by Amazon (AMZN) and Walmart (WMT) still lead the pack across both in-store and online shopping. Online shopping is also taking a bigger share of the total, making up over 23% of all retail purchases i...
Global retail e-commerce sales hit an estimated $6 trillion in 2024 and are expected to rise to nearly $8 trillion by 2028, a 31% increase over the next few years. In this market, U.S. retailers led by Amazon (AMZN) and Walmart (WMT) still lead the pack across both in-store and online shopping. Online shopping is also taking a bigger share of the total, making up over 23% of all retail purchases in 2025, and that share is expected to keep rising through the decade. Walmart has been one of the clearest winners of this mix of physical and online retail. The company recently hit a major milestone by crossing the $1 trillion market capitalization mark, putting it in a small group that has mostly been comprised of Big Tech companies. And it's not just a headline. Walmart’s results have backed it up, with sales strength driven by over 27% growth in e-commerce , while its store network continues to support fast fulfillment and reliable delivery, helping it stand out amid a tough retail backdrop in 2025. But with the stock now trading at record highs and technical indicators pointing to an overbought setup, does Walmart’s blue-chip dividend track record still make it a buy at these valuations? Or have most of the gains already been made? Let’s find out. The Numbers Behind the Surge Walmart is still, at its core, a scale-driven retailer. It leans on everyday low prices and a huge store footprint to bring in steady customer traffic, then builds on that with digital services like pickup and delivery, a third‑party marketplace, and advertising. That mix helps explain the stock’s run. Over the past 52 weeks, Walmart is up about 28% , and it’s up 15% year-to-date. The valuation also reflects how much optimism is already priced in. Walmart’s forward price-to-earnings (P/E) ratio is about 42x versus roughly 16x for the sector. In plain terms, investors are paying up for consistency and continued earnings growth, not just a “safe” retail name. The operating results have supported ...
In trading on Monday, shares of CMS Energy Corp's 4.20% Cumulative Redeemable Preferred Stock, Series C (Symbol: CMS.PRC) were yielding above the 6% mark based on its quarterly dividend (annualized to $1.05), with shares changing hands as low as $17.33 on the day. This compares to an average yield of 6.97% in the "Utilities" preferred stock category, according to Preferred Stock Channel . As of la...
In trading on Monday, shares of CMS Energy Corp's 4.20% Cumulative Redeemable Preferred Stock, Series C (Symbol: CMS.PRC) were yielding above the 6% mark based on its quarterly dividend (annualized to $1.05), with shares changing hands as low as $17.33 on the day. This compares to an average yield of 6.97% in the "Utilities" preferred stock category, according to Preferred Stock Channel . As of last close, CMS.PRC was trading at a 29.48% discount to its liquidation preference amount, versus the average discount of 22.14% in the "Utilities" category. Below is a dividend history chart for CMS.PRC, showing historical dividend payments on CMS Energy Corp's 4.20% Cumulative Redeemable Preferred Stock, Series C: In Monday trading, CMS Energy Corp's 4.20% Cumulative Redeemable Preferred Stock, Series C (Symbol: CMS.PRC) is currently off about 0.7% on the day, while the common shares (Symbol: CMS) are trading flat. Click here to find out the 50 highest yielding preferreds » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Eoneren/E+ via Getty Images Several months ago, in the middle of June of 2025, I decided to take a fresh look at Iron Mountain Incorporated ( IRM ). The company was going through a major transformation known as its Project Matterhorn initiative. A lot of its efforts were focused on the data center segment, which is conceptually brilliant. After all, data center investment is exploding and the oppo...
Eoneren/E+ via Getty Images Several months ago, in the middle of June of 2025, I decided to take a fresh look at Iron Mountain Incorporated ( IRM ). The company was going through a major transformation known as its Project Matterhorn initiative. A lot of its efforts were focused on the data center segment, which is conceptually brilliant. After all, data center investment is exploding and the opportunity for growth there should continue for a long time. At one point in the past, I had been bullish about the firm. And in the time that this was the case, the stock had drastically outperformed the market. In fact, from the time that I originally rated it a ‘buy’ in November of 2019 until I subsequently downgraded it to a ‘hold’ in September of 2024, the stock had skyrocketed 358.5%. Over that same window of time, the S&P 500 was up only 87.1%. I have been more neutral on the business, not because of a growth perspective but because of how expensive shares are. And lately, the market has agreed with my view that the stock is pricey. In fact, since my last article about it last year, in an article in which I reaffirmed it as a ‘hold’ candidate, the stock has dropped 8.1%. Over the same window of time, the S&P 500 is up 16%. This return disparity is discouraging. And because of the rapid growth the company is experiencing, some investors might be tempted to hop on. But because of how the stock is priced, I believe that maintaining it as a ‘hold’ candidate is the appropriate choice. Naturally, my opinion could change as new data comes in. Fortunately, that is going to be soon. Management is expected to announce financial results for the final quarter of the company's 2025 fiscal year before the market opens on February 12th. As we approach that date, analysts seem optimistic . They expect revenue, profits, and adjusted FFO, to all increase year over year. Management has also provided some guidance that points to a rosy outlook. But unless the company can really surprise in...
Key Points Added 40,169 shares of VWOB; estimated trade value $2.7 million based on quarterly average price. Quarter-end position value increased by $2.9 million, reflecting both share additions and price movement. Transaction represented a 0.25% change relative to reported 13F assets under management (AUM). Post-trade VWOB stake: 386,534 shares valued at $26 million. VWOB now represents 2.4% of 1...
Key Points Added 40,169 shares of VWOB; estimated trade value $2.7 million based on quarterly average price. Quarter-end position value increased by $2.9 million, reflecting both share additions and price movement. Transaction represented a 0.25% change relative to reported 13F assets under management (AUM). Post-trade VWOB stake: 386,534 shares valued at $26 million. VWOB now represents 2.4% of 13F AUM, which places it outside the fund’s top five holdings. 10 stocks we like better than Vanguard Emerging Markets Government Bond ETF › On Feb. 2, 2026, McIlrath & Eck, LLC disclosed a buy of 40,169 shares of Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB), an estimated $2.7 million trade based on quarterly average pricing. What happened According to a SEC filing dated Feb. 2, 2026, McIlrath & Eck, LLC increased its holding in Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF by 40,169 shares during the fourth quarter of 2025. The estimated transaction value, based on the average quarterly closing price, was $2.7 million. The quarter-end value of the position rose by $2.9 million, reflecting both share additions and price movements. What else to know The buy raised the VWOB stake to 2.4% of the fund’s 13F reportable assets under management. Top holdings after the filing: NYSEMKT: VUG: $79.2 million (7.4% of AUM) NYSE: STXT: $70.2 million (6.5% of AUM) NYSEMKT: VTV: $56.2 million (5.2% of AUM) NYSEMKT: DFSD: $54.3 million (5.0% of AUM) NYSEMKT: DFAI: $53.2 million (4.9% of AUM) As of Feb. 2, 2026, VWOB shares were priced at $67.29, down 1.4% from the 52-week high. One-year total return: 12.0%; underperformed S&P 500 by 4.9 percentage points. Annualized dividend yield: 5.9% as of Feb. 3, 2026. ETF overview Metric Value AUM N/A Price (as of market close February 2, 2026) $67.29 Dividend yield 5.87% 1-year total return 11.24% ETF snapshot Investment strategy: The fund employs an indexing approach, aiming to track...
As the saying goes, there are many possible reasons for an insider to sell a stock, but only one reason to buy -- they expect to make money. So let's look at two noteworthy recent insider buys. At Kinder Morgan, a filing with the SEC revealed that on Monday, Director William A. Smith purchased 3,000 shares of KMI, for a cost of $29.75 each, for a total investment of $89,236. Kinder Morgan is tradi...
As the saying goes, there are many possible reasons for an insider to sell a stock, but only one reason to buy -- they expect to make money. So let's look at two noteworthy recent insider buys. At Kinder Morgan, a filing with the SEC revealed that on Monday, Director William A. Smith purchased 3,000 shares of KMI, for a cost of $29.75 each, for a total investment of $89,236. Kinder Morgan is trading off about 1.6% on the day Wednesday. And at Red River Bancshares, there was insider buying on Wednesday, by Director Teddy Ray Price who bought 747 shares at a cost of $90.12 each, for a total investment of $67,322. Before this latest buy, Price bought RRBI on 4 other occasions during the past year, for a total investment of $394,181 at an average of $59.96 per share. Red River Bancshares is trading up about 2.2% on the day Wednesday. VIDEO: Wednesday 2/4 Insider Buying Report: KMI, RRBI The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Several Los Angeles officials have urged Casey Wasserman, the chair of the LA28 Olympics committee, to step down after emails between him and the convicted sex trafficker Ghislaine Maxwell surfaced. The emails date back to 2003 and appear among more than 3m files related to Jeffrey Epstein released by the justice department last week. The Los Angeles county supervisor Janice Hahn is one of several...
Several Los Angeles officials have urged Casey Wasserman, the chair of the LA28 Olympics committee, to step down after emails between him and the convicted sex trafficker Ghislaine Maxwell surfaced. The emails date back to 2003 and appear among more than 3m files related to Jeffrey Epstein released by the justice department last week. The Los Angeles county supervisor Janice Hahn is one of several officials calling on the sports agent and entertainment executive to resign. “Having him represent us on the world stage distracts focus from our athletes and the enormous effort needed to prepare for 2028,” Hahn told the Los Angeles Times. The Los Angeles city council members Hugo Soto-Martinez and Imelda Padilla, as well as state senator Lena Gonzalez and county supervisor Lindsey Horvath, have also joined in calling for his resignation. The flirtatious email exchanges between Wasserman and Maxwell included one message in which Wasserman said he thought about Maxwell frequently. One of the messages shows Wasserman telling Maxwell: “I think of you all the time. So, what do I have to do to see you in a tight leather outfit?” Other emails reference massages, as well as one message in which Maxwell asks whether it would be foggy enough during a future visit “so that you can float naked down the beach and no one can see you unless they are close up?” Wasserman replies: “or something like that.” Wasserman has denied having a personal or business relationship with Epstein. In a statement released Saturday, he said: “I deeply regret my correspondence with Ghislaine Maxwell which took place over two decades ago, long before her horrific crimes came to light.” “I never had a personal or business relationship with Jeffrey Epstein,” he added. “As is well documented, I went on a humanitarian trip as part of a delegation with the Clinton Foundation in 2002 on the Epstein plane. I am terribly sorry for having any association with either of them.” The Guardian has contacted Wasserman fo...
Palantir began gaining momentum only a few years ago. Palantir Technologies (PLTR 12.51%) has been one of the most-watched stocks during the artificial intelligence (AI) boom. The company makes software, including an AI-driven platform, that helps customers make better use of their data. Quarter after quarter, demand has soared, resulting in impressive earnings growth and stock performance. And ju...
Palantir began gaining momentum only a few years ago. Palantir Technologies (PLTR 12.51%) has been one of the most-watched stocks during the artificial intelligence (AI) boom. The company makes software, including an AI-driven platform, that helps customers make better use of their data. Quarter after quarter, demand has soared, resulting in impressive earnings growth and stock performance. And just this week, during its latest earnings report, Palantir delivered two key messages that you shouldn't ignore. They set the tone for what happens next in terms of growth. Palantir's recent growth Before diving in, let's take a quick look at Palantir's path so far. The company has been around for more than 20 years, but it only started experiencing its big growth stage in recent years. Palantir launched its Artificial Intelligence Platform (AIP) more than two years ago, allowing customers to apply the power of AI to their needs. The company's systems, including AIP, aggregate and analyze a customer's data -- then help that customer put the data to work. This can result in new processes and strategies or even pave the way to innovation. Palantir's customers include governments and commercial players, and these days, a good deal of this business is for the U.S. government and U.S. businesses. Demand for AI products and services in general has been high, as we've heard from many tech companies such as chip designers and cloud service providers -- so it's easy to see why AIP, a platform that allows customers to immediately put AI to work for them, has taken off. It's helped the company's revenue soar in the double digits quarter after quarter and pushed profit to a record of $609 million in this recent quarter. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( -12.51 %) $ -19.75 Current Price $ 138.13 Key Data Points Market Cap $376B Day's Range $ 135.68 - $ 155.83 52wk Range $ 66.12 - $ 207.52 Volume 2.9M Avg Vol 46M Gross Margin 82.37 % What customers are doing Now,...
hapabapa/iStock Editorial via Getty Images WeRide's ( WRD ) stock has performed poorly over the past 12 months given the generally strong returns of Chinese tech companies. The fundamentals of its business appear fairly strong, though, with WeRide's robotaxi fleet continuing to expand globally. WeRide's share price is up around 35% since I first wrote about the company , with the increase more rel...
hapabapa/iStock Editorial via Getty Images WeRide's ( WRD ) stock has performed poorly over the past 12 months given the generally strong returns of Chinese tech companies. The fundamentals of its business appear fairly strong, though, with WeRide's robotaxi fleet continuing to expand globally. WeRide's share price is up around 35% since I first wrote about the company , with the increase more related to easing geopolitical tensions and improving sentiment towards the Chinese market than developments in WeRide's business. Despite the increase, WeRide retains a relatively low valuation given that its business is potentially approaching an inflection point. WeRide's robotaxi network is likely to be the primary value driver in the near term, and there is reason to be optimistic in this regard. While WeRide has an attractive valuation and its growth is likely to strengthen, I believe geopolitical tensions and uncertainty about how self-driving markets will develop negate this. Market Conditions While self-driving vehicles will undoubtedly be widely adopted in time, there remains uncertainty about timing and how value will be distributed among consumers and the industry supply chain. WeRide has suggested that there are 4-5 main players, although it hasn't stated who they are. Waymo's business is scaling rapidly in the US, and the company is starting to establish a presence internationally. Pony ( PONY ) also has aggressive expansion plans for 2026, although deployment is likely to be focused on China. Baidu ( BIDU ) also has a large and growing robotaxi fleet in China and the UAE. Beyond this, the market is crowded with a number of companies having aggressive growth targets even though they are yet to actually deploy fully driverless vehicles. WeRide Business Updates WeRide's L4 fleet consists of more than 1,600 vehicles that are deployed across 11 countries and over 30 cities. This includes more than 100 robotaxis in the Middle East, a number that WeRide plans on expand...
In February 2026, the competitive landscape of autonomous vehicles and robotaxi services is shifting in a way that could materially impact Tesla (TSLA). Alphabet's (GOOG) (GOOGL) Waymo is a self-driving pioneer, has just completed one of the largest funding rounds in autonomous vehicle history, raising $16 billion and achieving a valuation of roughly $126 billion, nearly three times its valuation ...
In February 2026, the competitive landscape of autonomous vehicles and robotaxi services is shifting in a way that could materially impact Tesla (TSLA). Alphabet's (GOOG) (GOOGL) Waymo is a self-driving pioneer, has just completed one of the largest funding rounds in autonomous vehicle history, raising $16 billion and achieving a valuation of roughly $126 billion, nearly three times its valuation just 16 months earlier . This fresh capital will accelerate its expansion into more than 20 new cities, backed by a roster of top institutional investors and Alphabet as the majority stakeholder. The monumental round underscores strong investor conviction in Waymo’s technology, commercial traction, and leadership in robotaxi deployment, with the company already delivering hundreds of thousands of weekly rides across several major areas. Meanwhile, Tesla’s valuation is at a level that has drawn concern from some analysts, given the company’s reliance on future growth in autonomous services and robotics to justify its valuation. At the same time, Tesla’s core automotive business faces slowing deliveries and margin pressures, and its Full Self-Driving (FSD) suite and robotaxi initiatives continue to be scrutinized for commercialization timelines. So, does Waymo’s momentum signal that Tesla’s valuation may be overextended, and is February 2026 the time to consider trimming or selling TSLA? About Tesla Stock Tesla is an automotive and clean energy company headquartered in Austin, Texas. Tesla designs, manufactures, and sells electric vehicles (EVs) , alongside energy storage solutions such as Powerwall and Megapack, solar products like solar panels and Solar Roof, and related services. Over the years, Tesla has expanded globally with a network of production facilities, showrooms, service centers, and Supercharger stations, and has increasingly emphasized advanced software and autonomous capabilities as part of its long-term strategy. Tesla is one of the world’s most valuable com...
In February 2026, the competitive landscape of autonomous vehicles and robotaxi services is shifting in a way that could materially impact Tesla (TSLA). Alphabet's (GOOG) (GOOGL) Waymo is a self-driving pioneer, has just completed one of the largest funding rounds in autonomous vehicle history, raising $16 billion and achieving a valuation of roughly $126 billion, nearly three times its valuation ...
In February 2026, the competitive landscape of autonomous vehicles and robotaxi services is shifting in a way that could materially impact Tesla (TSLA). Alphabet's (GOOG) (GOOGL) Waymo is a self-driving pioneer, has just completed one of the largest funding rounds in autonomous vehicle history, raising $16 billion and achieving a valuation of roughly $126 billion, nearly three times its valuation just 16 months earlier . This fresh capital will accelerate its expansion into more than 20 new cities, backed by a roster of top institutional investors and Alphabet as the majority stakeholder. The monumental round underscores strong investor conviction in Waymo’s technology, commercial traction, and leadership in robotaxi deployment, with the company already delivering hundreds of thousands of weekly rides across several major areas. Meanwhile, Tesla’s valuation is at a level that has drawn concern from some analysts, given the company’s reliance on future growth in autonomous services and robotics to justify its valuation. At the same time, Tesla’s core automotive business faces slowing deliveries and margin pressures, and its Full Self-Driving (FSD) suite and robotaxi initiatives continue to be scrutinized for commercialization timelines. So, does Waymo’s momentum signal that Tesla’s valuation may be overextended, and is February 2026 the time to consider trimming or selling TSLA? About Tesla Stock Tesla is an automotive and clean energy company headquartered in Austin, Texas. Tesla designs, manufactures, and sells electric vehicles (EVs) , alongside energy storage solutions such as Powerwall and Megapack, solar products like solar panels and Solar Roof, and related services. Over the years, Tesla has expanded globally with a network of production facilities, showrooms, service centers, and Supercharger stations, and has increasingly emphasized advanced software and autonomous capabilities as part of its long-term strategy. Tesla is one of the world’s most valuable com...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Micron Technology stock snapshot Micron Technology (MU) has drawn investor attention after recent trading, with the share price last closing at $419.44. The stock shows mixed short-term moves alongside multi-year total returns and reported growth in revenue and net income. See our lat...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Micron Technology stock snapshot Micron Technology (MU) has drawn investor attention after recent trading, with the share price last closing at $419.44. The stock shows mixed short-term moves alongside multi-year total returns and reported growth in revenue and net income. See our latest analysis for Micron Technology. Recent trading has been choppy, with a 1-day share price return decline of 4.19% and a 7-day share price return decline of 3.64%. However, the 30-day and 90-day share price returns of 34.37% and 75.99% respectively, alongside very large 1-year and 3-year total shareholder returns, point to strong underlying momentum that the latest pullback has not erased. If Micron’s run has caught your eye, this can be a useful moment to see what else is moving in chips and AI, starting with high growth tech and AI stocks. With Micron’s share price well above its latest analyst target and its intrinsic value estimate, investors now face a key question: is the recent strength overdone, or is the market correctly pricing in future growth? Most Popular Narrative: 39.7% Overvalued At $419.44, Micron Technology is trading well above the most followed narrative fair value of $300.21, setting up a clear valuation gap for investors to weigh. Micron Technology stands at a fascinating crossroads where the promise of a powerful, AI-driven supercycle meets the persistent risks of a volatile industry. The core investment thesis is a bet that the structural, long-term demand for high-performance memory, particularly HBM, will be strong enough to fundamentally change the company's profitability and mitigate the historical boom-and-bust cycles. Read the complete narrative. Curious how that AI supercycle view adds up to a lower fair value than today’s price? The key inputs mix strong revenue gains with expanding margins and a restrained profit multiple. Want to see exac...
Micron Technology (MU) Valuation Check As Strong Multi Year Returns Meet AI Supercycle Expectations Yahoo Finance How Micron Technology Stock Soared 45% Last Month The Motley Fool This Micron stock chart is sending an ominous signal, if history is any guide MarketWatch Micron: Tailwinds Priced In (NASDAQ:MU) Seeking Alpha Micron stock price slips after hours as insider sale notice and chart warnin...
Micron Technology (MU) Valuation Check As Strong Multi Year Returns Meet AI Supercycle Expectations Yahoo Finance How Micron Technology Stock Soared 45% Last Month The Motley Fool This Micron stock chart is sending an ominous signal, if history is any guide MarketWatch Micron: Tailwinds Priced In (NASDAQ:MU) Seeking Alpha Micron stock price slips after hours as insider sale notice and chart warning cool MU rally TechStock² How The Evolving Story On Micron Technology (MU) Is Shaping Its Valuation Now Yahoo Finance Why Micron (MU) Dipped More Than Broader Market Today Yahoo Finance Is It Too Late To Consider Micron Technology (MU) After Its Big AI-Fueled Rally? Yahoo Finance Why Micron (MU) Stock Is Up Today Yahoo Finance
Senator Tim Scott, a Republican from South Carolina and chairman of Senate Banking, Housing, and Urban Affairs Committee, during a confirmation hearing in Washington, DC, US, on Thursday, Oct. 30, 2025. Eric Lee | Bloomberg | Getty Images Sen. Tim Scott, R-S.C., said Wednesday he does not think Federal Reserve Chairman Jerome Powell committed any crime when he testified before the Senate last year...
Senator Tim Scott, a Republican from South Carolina and chairman of Senate Banking, Housing, and Urban Affairs Committee, during a confirmation hearing in Washington, DC, US, on Thursday, Oct. 30, 2025. Eric Lee | Bloomberg | Getty Images Sen. Tim Scott, R-S.C., said Wednesday he does not think Federal Reserve Chairman Jerome Powell committed any crime when he testified before the Senate last year — even as a Department of Justice investigation centered on that testimony continues. Scott, who chairs the Senate Banking Committee, also predicted fellow GOP Sen. Thom Tillis of North Carolina will end his blockade of Kevin Warsh , President Donald Trump 's pick to replace Powell as Fed chair. Tillis on Wednesday in an interview with CNBC's " Squawk Box " doubled down on his vow that he will not vote to advance Warsh out of the Banking Committee until the Powell probe is dropped. Scott, in a Fox Business interview Wednesday morning, initially slammed Powell. "I believe that it's time for a new [Fed] Chair, and thank God Almighty, we're getting ready to get one," he said. "I have found him to be inept at doing his job," Scott said of Powell. "But ineptness or being incompetent is not a criminal act." Scott noted that his questions to the Fed chair during a Banking Committee hearing last June are the same ones that are now under scrutiny by the Trump administration. "I believe what he did was made a gross error in judgment. He was not prepared for that hearing," Scott said. But "I do not believe that he committed a crime during the hearing," he said. The comments, while wrapped in criticism, serve as a defense of Powell, whom Trump has frequently railed against as he heaps pressure on the Fed to lower interest rates more quickly. The remarks are among Scott's first on the Powell criminal probe since the central bank chairman revealed its existence more than three weeks earlier. On Monday, Trump said the investigation into Powell, which is being led by U.S. Attorney for Was...
Shoppers in Cornwall could have been forgiven for feeling bemused after a supermarket put up bilingual signs – in Welsh. A branch of Tesco in Helston – about 200 miles from south Wales by road – pointed shoppers towards pysgod, which is Welsh, not Cornish, for fish. It also labelled sweet potato as tatws melys – again Welsh instead of Cornish. Cllr Loveday Jenkin, a leading member of the political...
Shoppers in Cornwall could have been forgiven for feeling bemused after a supermarket put up bilingual signs – in Welsh. A branch of Tesco in Helston – about 200 miles from south Wales by road – pointed shoppers towards pysgod, which is Welsh, not Cornish, for fish. It also labelled sweet potato as tatws melys – again Welsh instead of Cornish. Cllr Loveday Jenkin, a leading member of the political party Mebyon Kernow, which campaigns for greater self-government for Cornwall, said she was pleased Tesco had put up bilingual signs. “But would have been more exciting if they had been in Cornish rather than Welsh,” said Jenkin. She popped into the Tesco – her local – on Wednesday to thank customer services for the effort but request that the right Celtic language be used. Loveday, a speaker of Kernewek (Cornish), said some words in her language were similar to Welsh. So, for example, fish is pysk in Cornish and sweet potato aval dor melys. “There are similarities. If you weren’t a Cornish speaker, you might get mixed up with Cornish and Welsh.” Loveday said she hoped the mistake would not put off Tesco. “Some other supermarkets and shops do have signs in Cornish. You see much more Cornish on road signs and on public buildings.” The mistake comes at a pertinent time. In January, Kernewek was officially recognised under part III of the European charter for regional or minority languages, which gives it greater protection and status. Cornwall council believes there are about 500 advanced Cornish speakers and 2,000 people with basic levels of the language. The Mercury prize-nominated Cornish/Welsh singer Gwenno Saunders recently told the Guardian that Cornish should be more widely taught to children in the county to protect the language and preserve its culture. Perran Moon, the Labour MP for Camborne and Redruth, said the language’s new status was a boost for Cornwall. He said: “We are also pleased that retailers are starting to use bilingual signage, however, clearly this ...
OGULCAN AKSOY Barclays ( BCS ) and NatWest ( NWG ) are expected to submit formal offers for wealth management firm Evelyn Partners on Thursday. Barclays ( BCS ) and NatWest ( NWG ) will both offer more than £2bn for the wealth management group, which has about £65bn in assets under management, according to a Sky News report on Wednesday. Speculation also linked, Royal Bank of Canada ( RY ), the ow...
OGULCAN AKSOY Barclays ( BCS ) and NatWest ( NWG ) are expected to submit formal offers for wealth management firm Evelyn Partners on Thursday. Barclays ( BCS ) and NatWest ( NWG ) will both offer more than £2bn for the wealth management group, which has about £65bn in assets under management, according to a Sky News report on Wednesday. Speculation also linked, Royal Bank of Canada ( RY ), the owner of Brewin Dolphin, to the auction, though it's not clear if the bank will make an offer, according to the report. Barclays and NatWest declined to comment to Sky News. Evelyn is owned by the private equity firms Permira and Warburg Pincus. More on Barclays, NatWest Barclays: Is There Still Value Ahead Following A Strong Share Price Rally? Barclays: ROTE Target Should Be Raised To ~15% NatWest Group plc (NWG) Discusses Retail Banking Strengths, Opportunities, and Group Support at Investor Spotlight - Slideshow Barclays buys stake in stablecoin company Ubyx - report Willis Towers Watson announces agreement to acquire Cushon from NatWest
Andrew Harnik/Getty Images News Fannie Mae ( FNMA ) stock gained as much as 3.8%, and Freddie Mac ( FMCC ) rose as much as 4.3% in Wednesday trading after Treasury Secretary Scott Bessent hinted at an eventual end to the conservatorship of the government-sponsored enterprises. Still, both stocks remain below their 52-week high. Fannie Mae's session high of $8.49 is 47% below its 52-week high of $1...
Andrew Harnik/Getty Images News Fannie Mae ( FNMA ) stock gained as much as 3.8%, and Freddie Mac ( FMCC ) rose as much as 4.3% in Wednesday trading after Treasury Secretary Scott Bessent hinted at an eventual end to the conservatorship of the government-sponsored enterprises. Still, both stocks remain below their 52-week high. Fannie Mae's session high of $8.49 is 47% below its 52-week high of $15.99, and Freddie Mac's session high of $7.45 is 50% lower than its 52-week peak of $14.99. About a month ago, Federal Housing Finance Agency Director Bill Pulte told CNBC that President Donald Trump was likely to decide in a month or two on whether to sell stakes in the mortgage giants through an initial public offering. More on Fannie Mae, Freddie Mac Trump Raid On Fannie & Freddie Piggy Bank Is Premature Buy This Undervalued Fannie And Freddie Potential Q1 IPO Setup Tracking Bill Ackman's Pershing Square 13F Portfolio - Q3 2025 Update Freddie Mac mortgage portfolio climbs 6.5% in December Fannie, Freddie shares continue to slump after Trump's $200B MBS order