地盤吸煙僱主、分判商罰款被指過高 勞工處:上限40萬、法庭將按具體情況判決 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】政府計劃地盤實施全面禁煙,有意見指對於僱主及分判商的罰款過高,勞工處處長許澤森指40萬元是...
地盤吸煙僱主、分判商罰款被指過高 勞工處:上限40萬、法庭將按具體情況判決 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】政府計劃地盤實施全面禁煙,有意見指對於僱主及分判商的罰款過高,勞工處處長許澤森指40萬元是最高罰款,法庭會因應具體情況判決。 勞工處處長許澤森:「40萬元是合適的水平,因為這個40萬元,與我早前提及過的情況相近,是一個可以判處高罰款的上限。當然具體情況,要待法庭看事情的嚴重性,這與吸煙的行為有區別,因為只是吸煙與否是一個很簡單的事實,但對一個地盤的管理有沒有盡充分的責任、採取合適的手段管理地盤內的吸煙問題,是一個程度的問題,所以要有一個適當的寬度,讓法庭因應具體情況處理。」
NEW YORK, Feb. 4, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers or acquirers of senior notes by Oracle Corporation (NYSE: ORCL) issued pursuant and/or traceable to the Shelf Registration Statement filed with the SEC on March 15, 2024, and as supplemented on September 25, 2025 (together, the "Offering Documents"), of the New York State class action ...
NEW YORK, Feb. 4, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers or acquirers of senior notes by Oracle Corporation (NYSE: ORCL) issued pursuant and/or traceable to the Shelf Registration Statement filed with the SEC on March 15, 2024, and as supplemented on September 25, 2025 (together, the "Offering Documents"), of the New York State class action lawsuit filed on their behalf. So What: If you purchased or acquired Oracle senior notes you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. What to do next: To join the Oracle class action, go to https://rosenlegal.com/submit-form/?case_id=51135 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs...
宏福苑大火|有居民冀政府辦大會聆聽訴求 期間保安一度阻止旁聽人士受訪 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】有宏福苑居民旁聽會議,了解獨立委員會工作進度,又有居民期望政府舉辦一場居民大會,讓他們提出訴求,...
宏福苑大火|有居民冀政府辦大會聆聽訴求 期間保安一度阻止旁聽人士受訪 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】有宏福苑居民旁聽會議,了解獨立委員會工作進度,又有居民期望政府舉辦一場居民大會,讓他們提出訴求,期間有保安一度阻止旁聽人士受訪。 400個公眾席一早滿額,有部分是宏福苑居民由各區來到中環展城館會場旁聽。鄧女士:「想知道的?取回公道,就這樣。應該要罰的便罰,做錯事要認,你做錯事便算,不可這樣,正如李家超所講,公平公正的。」 有人期望了解工作進度和賠償安排,認為獨立委員會要花九個月才交報告時間太久,又要求政府盡快舉行會議讓全部宏福苑居民出席。朱女士:「至今兩個多月,沒有一個集合的會議讓我們提出訴求,上層的意思是說沒有這麼大的場地,我不相信,很多地方,怎會沒有,願意安排便有。坐上面的人是神,他不知道下面居民如何苦,他們不知道。(今次有沒有信心?)失去很大信心,今次這事失去非常大信心。」期間有現場保安,一度阻止旁聽人士受訪。 想旁聽要預先網上登記,有宏福苑居民稱已登記,但出現手續問題最終無法入場。亦有居民說不懂上網,去錯會場,要改去另一個轉播區、銅鑼灣中央圖書館旁聽。
yalcinsonat1/iStock via Getty Images The JPMorgan Ultra-Short Income ETF ( JPST ) is an ultrashort duration bond strategy designed to provide investors with current income at the shortest end of the yield curve. The strategy can be particularly appealing for investors seeking low duration risk as well as a liquid asset in which to park unallocated capital. With the rate easing cycle expected to co...
yalcinsonat1/iStock via Getty Images The JPMorgan Ultra-Short Income ETF ( JPST ) is an ultrashort duration bond strategy designed to provide investors with current income at the shortest end of the yield curve. The strategy can be particularly appealing for investors seeking low duration risk as well as a liquid asset in which to park unallocated capital. With the rate easing cycle expected to continue in 2026 with 2 additional 25bps cuts, I believe investors may want to consider rotating into longer duration assets while maintaining some exposure to the ultrashort end of the yield curve. Given the current market dynamics, I am recommending JPST with a Hold rating. Investment Case for JPST JPST was designed to provide investors with exposure to the ultrashort end of the yield curve across a variety of debt issuances, including corporates and asset-backed securities (ABSs), amongst others. The strategy has an average duration of 0.66 years, suggesting relatively low sensitivity to changes in the key interest rate set by the Federal Reserve. FRED One of the challenges at hand is that, given the relatively short maturity cycle in the portfolio, asset turnover can be expected to be relatively high, which may influence future cash flows of the portfolio. This may be particularly prevalent if the Federal Reserve continues the rate easing cycle in 2026, meaning that issuances added to the portfolio may be acquired at a higher value with a lower yield. Economists are expecting two additional 25 bps rate cuts in 2026 with no additional cuts in 2027. The rate easing cycle may be underpinned by a number of factors as part of the Federal Reserve’s dual mandate, which may include inflationary pressures, GDP growth, and unemployment. Corporate Filings Inflation remained relatively sticky in December 2025 with a 2.7% print for two sequential months. Despite the rate of inflation moderating, I suspect there may be additional pressure from tariff policies in place, which may create...
Mistral AI , the Paris-based startup positioning itself as Europe's answer to OpenAI, released a pair of speech-to-text models on Wednesday that the company says can transcribe audio faster, more accurately, and far more cheaply than anything else on the market — all while running entirely on a smartphone or laptop. The announcement marks the latest salvo in an increasingly competitive battle over...
Mistral AI , the Paris-based startup positioning itself as Europe's answer to OpenAI, released a pair of speech-to-text models on Wednesday that the company says can transcribe audio faster, more accurately, and far more cheaply than anything else on the market — all while running entirely on a smartphone or laptop. The announcement marks the latest salvo in an increasingly competitive battle over voice AI, a technology that enterprise customers see as essential for everything from automated customer service to real-time translation. But unlike offerings from American tech giants, Mistral's new Voxtral Transcribe 2 models are designed to process sensitive audio without ever transmitting it to remote servers — a feature that could prove decisive for companies in regulated industries like healthcare, finance, and defense. "You'd like your voice and the transcription of your voice to stay close to where you are, meaning you want it to happen on device—on a laptop, a phone, or a smartwatch," Pierre Stock, Mistral's vice president of science operations, said in an interview with VentureBeat. "We make that possible because the model is only 4 billion parameters. It's small enough to fit almost anywhere." Mistral splits its new AI transcription technology into batch processing and real-time applications Mistral released two distinct models under the Voxtral Transcribe 2 banner, each engineered for different use cases. Voxtral Mini Transcribe V2 handles batch transcription, processing pre-recorded audio files in bulk. The company says it achieves the lowest word error rate of any transcription service and is available via API at $0.003 per minute, roughly one-fifth the price of major competitors. The model supports 13 languages, including English, Mandarin Chinese, Japanese, Arabic, Hindi, and several European languages. Voxtral Realtime , as its name suggests, processes live audio with a latency that can be configured down to 200 milliseconds — the blink of an eye. Mistral...
The premium credit card entity just reported double-digit gains on the top and bottom lines in Q4. Shares of American Express (AXP +1.48%) might have dipped following its fourth-quarter 2025 (ended Dec. 31) financial results, but the numbers were encouraging. Revenue (net of interest expense) increased 10% year over year, and net income climbed 13%. These are encouraging trends. It's time to take ...
The premium credit card entity just reported double-digit gains on the top and bottom lines in Q4. Shares of American Express (AXP +1.48%) might have dipped following its fourth-quarter 2025 (ended Dec. 31) financial results, but the numbers were encouraging. Revenue (net of interest expense) increased 10% year over year, and net income climbed 13%. These are encouraging trends. It's time to take a closer look at this business. Here are three things every investor in this financial stock needs to know. 1. Brand and network effect Berkshire Hathaway owns 22% of the outstanding shares of American Express. Fitting Warren Buffett's stringent test requires the business in question to possess an economic moat. This company does that in two ways. The first is the brand. Amex's top credit cards are premium offerings. They bring in a more affluent membership base that appreciates excellent customer service, extensive perks and rewards, and a wonderful digital experience. In addition to being the card issuer, Amex operates the underlying technical infrastructure that facilitates transaction processing. There are 153 million active cards on one side and 160 million merchant acceptance locations on the other side. The result is a powerful network effect whose value proposition improves for each cardholder as there are more merchants, and vice versa. There's a very low probability that American Express' competitive position will come under pressure anytime soon. This is a very high-quality business. 2. Not as dependent on interest income In Q4, American Express generated $9.9 billion, or about half of its revenue, from merchants that use its platform. It collected $2.6 billion in revenue from membership fees. Just 24% of sales came from net interest income. This is a favorable position to be in. It reduces credit risk and cyclicality, which might be bigger issues for industry peers. This financial situation goes back to brand power. Since Amex can attract a higher-income cohort,...
Robert Way Seeking Alpha's roundup of statements, announcements, and remarks that could impact the technology sector. Nvidia ( NVDA ) CEO Jensen Huang said he thought this week's sell-off of software company shares was "illogical." “It’s the most illogical thing in the world,” Huang said at the Cisco AI Summit late Tuesday, according to Bloomberg . “There’s this notion that the tool is in decline ...
Robert Way Seeking Alpha's roundup of statements, announcements, and remarks that could impact the technology sector. Nvidia ( NVDA ) CEO Jensen Huang said he thought this week's sell-off of software company shares was "illogical." “It’s the most illogical thing in the world,” Huang said at the Cisco AI Summit late Tuesday, according to Bloomberg . “There’s this notion that the tool is in decline and being replaced by AI. Would you use a screwdriver or invent a new screwdriver?” Advanced Micro Devices ( AMD ) CEO Lisa Su asserted that her company is seeing strong demand for its chips, despite its weaker-than-expected forecast. “What I would tell you from someone on the inside is AI is accelerating at a pace that I would not have imagined,” Su told CNBC , adding that demand for both its data center products and CPUs is accelerating as well due to AI. Su also said she expects AMD to reach an “inflection point” later this year when it begins shipping its Helios AI rack-scale platform. Anthropic ( ANTHRO ) said it doesn't intend to feature ads or sponsored links in conversations with its AI chatbot Claude. "We want Claude to act unambiguously in our users’ interests. So we’ve made a choice: Claude will remain ad-free. Our users won’t see 'sponsored' links adjacent to their conversations with Claude; nor will Claude’s responses be influenced by advertisers or include third-party product placements our users did not ask for," the company said in a blog post on Wednesday . "Our business model is straightforward: we generate revenue through enterprise contracts and paid subscriptions, and we reinvest that revenue into improving Claude for our users. This is a choice with tradeoffs, and we respect that other AI companies might reasonably reach different conclusions," Anthropic added. Last month, rival OpenAI ( OPENAI ) said it would begin testing ads in conversations with certain tiers of its AI chatbot ChatGPT. More on Nvidia, AMD, etc. AMD: Buy The Q4 Earnings Dip Here's W...
Robert Way Seeking Alpha's roundup of statements, announcements, and remarks that could impact the technology sector. Nvidia ( NVDA ) CEO Jensen Huang said he thought this week's sell-off of software company shares was "illogical." “It’s the most illogical thing in the world,” Huang said at the Cisco AI Summit late Tuesday, according to Bloomberg . “There’s this notion that the tool is in decline ...
Robert Way Seeking Alpha's roundup of statements, announcements, and remarks that could impact the technology sector. Nvidia ( NVDA ) CEO Jensen Huang said he thought this week's sell-off of software company shares was "illogical." “It’s the most illogical thing in the world,” Huang said at the Cisco AI Summit late Tuesday, according to Bloomberg . “There’s this notion that the tool is in decline and being replaced by AI. Would you use a screwdriver or invent a new screwdriver?” Advanced Micro Devices ( AMD ) CEO Lisa Su asserted that her company is seeing strong demand for its chips, despite its weaker-than-expected forecast. “What I would tell you from someone on the inside is AI is accelerating at a pace that I would not have imagined,” Su told CNBC , adding that demand for both its data center products and CPUs is accelerating as well due to AI. Su also said she expects AMD to reach an “inflection point” later this year when it begins shipping its Helios AI rack-scale platform. Anthropic ( ANTHRO ) said it doesn't intend to feature ads or sponsored links in conversations with its AI chatbot Claude. "We want Claude to act unambiguously in our users’ interests. So we’ve made a choice: Claude will remain ad-free. Our users won’t see 'sponsored' links adjacent to their conversations with Claude; nor will Claude’s responses be influenced by advertisers or include third-party product placements our users did not ask for," the company said in a blog post on Wednesday . "Our business model is straightforward: we generate revenue through enterprise contracts and paid subscriptions, and we reinvest that revenue into improving Claude for our users. This is a choice with tradeoffs, and we respect that other AI companies might reasonably reach different conclusions," Anthropic added. Last month, rival OpenAI ( OPENAI ) said it would begin testing ads in conversations with certain tiers of its AI chatbot ChatGPT. More on Nvidia, AMD, etc. AMD: Buy The Q4 Earnings Dip Here's W...
Four people, including two Chinese nationals, have been arrested in France on suspicion of spying for China and were brought before an investigative judge, the Paris public prosecutor’s office said on Wednesday. The cybercrime division of the Paris public prosecutor’s office has opened a judicial investigation into the affair, the prosecutor’s office said in a statement. This followed the disco...
Four people, including two Chinese nationals, have been arrested in France on suspicion of spying for China and were brought before an investigative judge, the Paris public prosecutor’s office said on Wednesday. The cybercrime division of the Paris public prosecutor’s office has opened a judicial investigation into the affair, the prosecutor’s office said in a statement. This followed the discovery that two Chinese nationals had entered French territory with the aim of capturing satellite data from the Starlink network and data from entities of vital importance, particularly military entities, to send it to their country of origin, namely China, it added. Advertisement Four people were brought before the investigating judge, with two of them being remanded in custody, it added. The case is the latest in a series of incidents involving allegations of Chinese spying in Europe. 01:46 Look out Starlink: China is supersizing its rocket industry Look out Starlink: China is supersizing its rocket industry Tensions between Beijing and Western powers over espionage have risen in recent years as Western intelligence agencies increasingly sound the alarm on alleged Chinese state-backed hacking activity. China has consistently denied the allegations.
Jonathan Knowles/DigitalVision via Getty Images Introduction Since my last article about PepsiCo ( PEP ), the stock is up about 10% as of writing. In both my previous analyses of the company, I voted with a sell as a result of weak operating performance, a worsening balance sheet, and the dividend not being covered by free cash flow. In the short term, I was not right with my call. Seeking Alpha P...
Jonathan Knowles/DigitalVision via Getty Images Introduction Since my last article about PepsiCo ( PEP ), the stock is up about 10% as of writing. In both my previous analyses of the company, I voted with a sell as a result of weak operating performance, a worsening balance sheet, and the dividend not being covered by free cash flow. In the short term, I was not right with my call. Seeking Alpha PEP just announced their Q4 and FY25 results . Despite solid-looking headline results, a dividend raise, and a new buyback program , the published figures were anything but convincing. That’s why I downgrade my previous sell to a strong sell rating. Even despite the higher share price. Look at What’s Inside, Not Outside PEP in their just-released full-year results shines the light on top- and bottom-line results, which indeed at first sight even look solid. In the last quarter, net sales were up by a robust 5.6%, while the full-year top line showed +2.3%. On an organic basis, the increases were 2.1% and 1.7%, respectively, for the quarter and the year. The reported EPS figures were impacted by non-cash actions, making a direct comparison tough. On a comparable, “core” basis, EPS for the quarter was up 11%, while flat for the full year. All in all, an uptick in business dynamics towards the end of the year, it seems. PEP FY25 results To sweeten the day, PEP announced a 4% hike of their dividend to cement their status as dividend king. On top of this comes a new $10 billion buyback. Seeking Alpha The solid-looking results are the result of another round of aggressive price hikes, while volumes in most segments, especially the important ones, crumbled. In North America, both food and beverages saw falling volumes, by 2% and 5%, respectively. This was targeted through 1% and a whopping 7% higher prices The IB franchise showed nothing interesting Both EMEA and LatAm, generating 20% and 12% of sales, saw relatively mild volume drops (compared to North America Beverages) but saw he...
NEW YORK (AP) — Elon Musk vowed this week to upend another industry just as he did with cars and rockets — and once again he's taking on long odds. The world's richest man said he wants to put as many as a million satellites into orbit to form vast, solar-powered data centers in space — a move to allow expanded use of artificial intelligence and chatbots without triggering blackouts and sending ut...
NEW YORK (AP) — Elon Musk vowed this week to upend another industry just as he did with cars and rockets — and once again he's taking on long odds. The world's richest man said he wants to put as many as a million satellites into orbit to form vast, solar-powered data centers in space — a move to allow expanded use of artificial intelligence and chatbots without triggering blackouts and sending utility bills soaring. To finance that effort, Musk combined SpaceX with his AI business on Monday and plans a big initial public offering of the combined company. “Space-based AI is obviously the only way to scale,” Musk wrote on SpaceX’s website Monday, adding about his solar ambitions, “It’s always sunny in space!” But scientists and industry experts say even Musk — who outsmarted Detroit to turn Tesla into the world’s most valuable automaker — faces formidable technical, financial and environmental obstacles. Here’s a look: Feeling the heat Capturing the sun’s energy from space to run chatbots and other AI tools would ease pressure on power grids and cut demand for sprawling computing warehouses that are consuming farms and forests and vast amounts of water to cool. But space presents its own set of problems. Data centers generate enormous heat. Space seems to offer a solution because it is cold. But it is also a vacuum, trapping heat inside objects in the same way that a Thermos keeps coffee hot using double walls with no air between them. “An uncooled computer chip in space would overheat and melt much faster than one on Earth,” said Josep Jornet, a computer and electrical engineering professor at Northeastern University. One fix is to build giant radiator panels that glow in infrared light to push the heat “out into the dark void,” says Jornet, noting that the technology has worked on a small scale, including on the International Space Station. But for Musk's data centers, he says, it would require an array of “massive, fragile structures that have never been built bef...
Live cattle futures are up 40 to 65 cents in the nearbys. The Wednesday Fed Cattle Exchange online auction showed no sales on the 1,602 head offered, with bids of $237. Cash trade from last week was $238-240 live across the country and $375-378 dressed. Feeder cattle futures are up 97 cents to $2 at midday. The CME Feeder Cattle Index was up another $3.82 to $374.41 on January 30. Wholesale Boxed ...
Live cattle futures are up 40 to 65 cents in the nearbys. The Wednesday Fed Cattle Exchange online auction showed no sales on the 1,602 head offered, with bids of $237. Cash trade from last week was $238-240 live across the country and $375-378 dressed. Feeder cattle futures are up 97 cents to $2 at midday. The CME Feeder Cattle Index was up another $3.82 to $374.41 on January 30. Wholesale Boxed Beef prices were lower in the Wednesday AM report, with the Chc/Sel spread at $3.43. Choice boxes were down 57 cents to $370.14, while Select was 52 cebts lower at $366.71. USDA reported federally inspected cattle slaughter at 115,000 head for Tuesday, with the weekly total at 223,000 head. That is 11,000 head above last week but 12,481 head shy of the same week last year. Don’t Miss a Day: Feb 26 Live Cattle are at $240.875, up $0.550, Apr 26 Live Cattle are at $242.125, up $0.500, Jun 26 Live Cattle are at $237.275, up $0.650, Mar 26 Feeder Cattle are at $369.925, up $2.000 Apr 26 Feeder Cattle are at $367.300, up $1.425 May 26 Feeder Cattle are at $363.375, up $0.975 More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Remote-first AI coding startup Kilo doesn't think software developers should have to pledge their undying allegiance to any one development environment — and certainly not any one model or harness. This week, the startup — backed by GitLab co-founder Sid Sijbrandij — unveiled Kilo CLI 1.0 , a complete rebuild of its command-line tool that offers support for more than 500 different underlying AI mo...
Remote-first AI coding startup Kilo doesn't think software developers should have to pledge their undying allegiance to any one development environment — and certainly not any one model or harness. This week, the startup — backed by GitLab co-founder Sid Sijbrandij — unveiled Kilo CLI 1.0 , a complete rebuild of its command-line tool that offers support for more than 500 different underlying AI models from proprietary leaders and open source rivals like Alibaba's Qwen. It comes just weeks after Kilo launched a Slackbot allowing developers to ship code directly from Salesforce's popular messaging service (Slack, which VentureBeat also uses) powered by the Chinese AI startup MiniMax. The release marks a strategic pivot away from the IDE-centric “sidebar” model popularized by industry giants like Cursor and GitHub Copilot, or dedicated apps like the new OpenAI Codex , and even terminal-based rivals like Codex CLI and Claude Code , aiming instead to embed AI capabilities into every fragment of the professional software workflow. By launching a model-agnostic CLI on the heels of its Slack bot, Kilo is making a calculated bet: the future of AI development isn’t about a single interface, but about tools that travel with the engineer between IDEs, terminals, remote servers, and team chat threads. In a recent interview with VentureBeat, Kilo CEO and co-founder Scott Breitenother explained the necessity of this fluidity: “This experience just feels a little bit too fragmented right now... as an engineer, sometimes I'm going to use the CLI, sometimes I'm going to be in VS Code, and sometimes I'm going to be kicking off an agent from Slack, and folks shouldn't have to be jumping around.” He noted that Kilo CLI 1.0 is specifically “built for this world... for the developer who moves between their local IDE, a remote server via SSH, and a terminal session at 2 a.m. to fix a production bug.” Technology: Rebuilding for 'Kilo Speed' Kilo CLI 1.0 is a fundamental architectural shift....
The Good Brigade/DigitalVision via Getty Images Performance Assessment Advanced Micro Devices, Inc. ( AMD ) stock has started to underperform the broader market index since my last update on the shares: Performance since Author's Last Article on AMD (Seeking Alpha, Author's Last Article on AMD) Thesis AMD reported its Q4 FY25 earnings yesterday. Here's my take: Core revenue ex-China is seeing dece...
The Good Brigade/DigitalVision via Getty Images Performance Assessment Advanced Micro Devices, Inc. ( AMD ) stock has started to underperform the broader market index since my last update on the shares: Performance since Author's Last Article on AMD (Seeking Alpha, Author's Last Article on AMD) Thesis AMD reported its Q4 FY25 earnings yesterday. Here's my take: Core revenue ex-China is seeing decelerating growth. Gross profit margins are likely to face pressure in the back half of FY26. There are signs of overvaluation. The AMD/SPX500 chart is looking very bearish. Data center growth tailwinds are an upside risk that hinge upon new product successes. Core Revenue ex-China Is Seeing Decelerating Growth AMD posted a revenue result beat of 6.2%, but the nuance is that this includes a $390 million benefit of chip sales to China that management is saying may be a one-time thing. Excluding this one-time impact, the results were rather typical: Revenue Surprise vs Consensus (Capital IQ, Author's Analysis) Management has clearly stated that they are baking in only $100 million in China chip sales in their Q1 FY26 guide of $9.8 billion. Note that this is lower than the $390 million coming from this source in Q4 FY25. After Q1, the CEO is telling us in the call not to assume any extra revenue from China: We are not forecasting any additional revenue from China just because it's a very dynamic situation. So given that it's a dynamic situation, we're still waiting for—we've submitted licenses for the MI325, and we're continuing to work with customers and understanding sort of their customer demand. We thought it prudent not to forecast any additional revenue other than the $100 million that we called out in the Q1 guide. - CEO Lisa Su in the Q4 FY25 earnings call . The MI325 is a GPU accelerator chip. So excluding these China revenues in the Q4 FY25 and Q1 FY26 quarters, the revenue growth trend seems to be stable to decelerating: Revenues ex-China (USD mn) (Company Filings, Au...
Looking at the universe of stocks we cover at Dividend Channel , in trading on Tuesday, shares of Goldman Sachs Group Inc (Symbol: GS) were yielding above the 2% mark based on its quarterly dividend (annualized to $12), with the stock changing hands as low as $591.54 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a ...
Looking at the universe of stocks we cover at Dividend Channel , in trading on Tuesday, shares of Goldman Sachs Group Inc (Symbol: GS) were yielding above the 2% mark based on its quarterly dividend (annualized to $12), with the stock changing hands as low as $591.54 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return. To illustrate, suppose for example you purchased shares of the S&P 500 ETF (SPY) back on 12/31/1999 — you would have paid $146.88 per share. Fast forward to 12/31/2012 and each share was worth $142.41 on that date, a decrease of $4.67/share over all those years. But now consider that you collected a whopping $25.98 per share in dividends over the same period, for a positive total return of 23.36%. Even with dividends reinvested, that only amounts to an average annual total return of about 1.6%; so by comparison collecting a yield above 2% would appear considerably attractive if that yield is sustainable. Goldman Sachs Group Inc (Symbol: GS) is an S&P 500 company, giving it special status as one of the large-cap companies making up the S&P 500 Index. In general, dividend amounts are not always predictable and tend to follow the ups and downs of profitability at each company. In the case of Goldman Sachs Group Inc, looking at the history chart for GS below can help in judging whether the most recent dividend is likely to continue, and in turn whether it is a reasonable expectation to expect a 2% annual yield. Click here to find out which 9 other dividend stocks just recently went on sale » 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.
Looking at the universe of stocks we cover at Dividend Channel , in trading on Wednesday, shares of FactSet Research Systems Inc. (Symbol: FDS) were yielding above the 2% mark based on its quarterly dividend (annualized to $4.4), with the stock changing hands as low as $213.19 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have p...
Looking at the universe of stocks we cover at Dividend Channel , in trading on Wednesday, shares of FactSet Research Systems Inc. (Symbol: FDS) were yielding above the 2% mark based on its quarterly dividend (annualized to $4.4), with the stock changing hands as low as $213.19 on the day. Dividends are particularly important for investors to consider, because historically speaking dividends have provided a considerable share of the stock market's total return. To illustrate, suppose for example you purchased shares of the S&P 500 ETF (SPY) back on 12/31/1999 — you would have paid $146.88 per share. Fast forward to 12/31/2012 and each share was worth $142.41 on that date, a decrease of $4.67/share over all those years. But now consider that you collected a whopping $25.98 per share in dividends over the same period, for a positive total return of 23.36%. Even with dividends reinvested, that only amounts to an average annual total return of about 1.6%; so by comparison collecting a yield above 2% would appear considerably attractive if that yield is sustainable. FactSet Research Systems Inc. (Symbol: FDS) is an S&P 500 company, giving it special status as one of the large-cap companies making up the S&P 500 Index. In general, dividend amounts are not always predictable and tend to follow the ups and downs of profitability at each company. In the case of FactSet Research Systems Inc., looking at the history chart for FDS below can help in judging whether the most recent dividend is likely to continue, and in turn whether it is a reasonable expectation to expect a 2% annual yield. FDS has been growing its dividend for more than 20 years consecutively. For more dividend growth stocks view our Dividend Aristocrats List on Dividend Channel. Click here to find out which 9 other dividend stocks just recently went on sale » 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.
jroballo/iStock via Getty Images My last look at InMode ( INMD ) was in April 2025. I was at "Hold" on its stock given its recent financial performance. At that time, the company saw its revenues declining, margins compressing, and I wasn't fond of its strategy (or lack thereof, given high cash reserves relative to its valuation). I stated that I believed that its valuation was “very much tied to ...
jroballo/iStock via Getty Images My last look at InMode ( INMD ) was in April 2025. I was at "Hold" on its stock given its recent financial performance. At that time, the company saw its revenues declining, margins compressing, and I wasn't fond of its strategy (or lack thereof, given high cash reserves relative to its valuation). I stated that I believed that its valuation was “very much tied to its cash,” making an investment more about management's "next moves" than its actual business (minimally invasive and non-invasive aesthetic products like Morpheus8). Since then, its stock has underperformed the S&P 500 ( SPY ). Seeking Alpha Glancing at its financial trends (e.g., gross margins, revenues), things appear to have gotten worse. Despite this, InMode is in the news recently for having garnered takeover interest. But the article below reveals it doesn't appear to be the "good" kind. And I believe this, alongside ongoing financial struggles, continues to support the caution that I have in its stock. Recent Developments Circling back to my last analysis, I argued that the $400 million revenue target looked like “hope.” It turned out that I was right, as the company cut guidance to $365 million to $375 million later that year, before ultimately moving to around $370 million for full-year 2025. Data by YCharts Looking ahead to full-year 2026, InMode expects revenue to fall between $365 million and $375 million. So this implies a flat to slightly down top-line outlook. As I also alluded to in April, InMode's cash still drives its valuation. Cash remained above $500 million through 2025. Because growth remains anemic, the question for InMode investors has effectively shifted from “When does growth return?” to “What is the most likely governance and capital allocation endpoint?” It appears, for now, that external influencers have gotten ahead of InMode's management in this regard. For starters, there's a rumored full take-private at about $1.1 billion. And there's a pr...
This article first appeared on GuruFocus. Recent data from China suggest Tesla (NASDAQ:TSLA) may be navigating the early-year slowdown in the country's electric vehicle market better than many of its peers. Preliminary figures from the China Passenger Car Association show Tesla shipped 69,129 vehicles from its Shanghai factory in January, representing a 9% increase from a year earlier and marking ...
This article first appeared on GuruFocus. Recent data from China suggest Tesla (NASDAQ:TSLA) may be navigating the early-year slowdown in the country's electric vehicle market better than many of its peers. Preliminary figures from the China Passenger Car Association show Tesla shipped 69,129 vehicles from its Shanghai factory in January, representing a 9% increase from a year earlier and marking a third consecutive month of rising wholesale volumes. This performance stands out in a market where overall EV and hybrid wholesale volumes were largely flat, rising just 1% to around 900,000 units. The contrast with domestic competitors has been notable. BYD Co. (BYDDF), which recently surpassed Tesla as the world's largest seller of pure-electric vehicles, reported a sharp January sales decline of nearly 30% as government incentives faded. Other Chinese EV makers also struggled, with Xpeng Inc. seeing deliveries fall 34% and Li Auto Inc., often viewed as one of the more resilient startups due to its focus on extended-range hybrids, reporting an 8% decline. Xiaomi Corp. also experienced a pullback from prior record delivery levels, although the first months of the year are typically slower due to Lunar New Year holidays. Policy shifts appear to be influencing buyer behavior across the sector. A new 5% purchase tax on EVs and hybrids, combined with reduced trade-in subsidies for lower-priced models, has weighed on demand, while Tesla has leaned on incentives such as seven-year ultra-low-interest loans and an 8,000 yuan insurance subsidy to support sales. The broader slowdown could indicate China's EV market is entering a more mature phase, pushing companies toward differentiation through technology or geographic expansion. Tesla is positioning its driver-assistance offerings, which still require constant human supervision, as a potential lever for maintaining its premium appeal, while rivals such as Xiaomi are advancing similar technologies and hybrid strategies. At the sa...
Advanced Micro Devices (AMD) shares crashed as much as 17% on Wednesday as the company’s muted Q1 guidance overshadowed record financials it reported for its fourth quarter. The post-earnings weakness pushed AMD meaningfully below its major moving averages (50-day and 100-day), indicating bears have taken control across multiple timeframes. Versus its year-to-date high, AMD stock is now down more ...
Advanced Micro Devices (AMD) shares crashed as much as 17% on Wednesday as the company’s muted Q1 guidance overshadowed record financials it reported for its fourth quarter. The post-earnings weakness pushed AMD meaningfully below its major moving averages (50-day and 100-day), indicating bears have taken control across multiple timeframes. Versus its year-to-date high, AMD stock is now down more than 20%. More News from Barchart www.barchart.com Is it Worth Buying AMD Stock on the Pullback? Northland Capital analysts recommend buying AMD shares on the post-earnings decline primarily because they don’t see it as a fundamental breakdown but rather a case of “expectations getting ahead of reality." According to Northland Capital, the company has already secured eight of the top 10 artificial intelligence (AI) firms as customers, which in itself is a big enough reason to stick with its stock. Moreover, AMD confirmed in its press release that it has started shipping chips to China. This may help it come in handily above its guided range in the first quarter, according to Northland analysts. On Wednesday, analysts maintained their “Outperform” rating on Advanced Micro Devices with a $260 price target, indicating potential upside of nearly 30% from here. Why Else Are AMD Shares Remain Attractive in 2026? AMD stock is worth owning on recent weakness also because the company’s data center revenue hit a record $5.4 billion in its fiscal Q4. And the massive recent wins from OpenAI and Oracle (ORCL) will likely sustain that trajectory through the end of 2026. With the MI350 series ramping up and the next-gen MI450 on track for a 2026 debut, Advanced Micro Devices is positioning itself as the only credible high-volume alternative to Nvidia (NVDA). Factor in a robust 54% gross margin and a history of beats-and-raises, and this technical dip starts to look like a premium entry point for long-term believers in the AI revolution. Wall Street Remains Bullish on Advanced Micro Device...