watch now VIDEO 1:49 01:49 Stay diversified to prepare for any more volatility to come, says Jim Cramer Mad Money with Jim Cramer The action on Wall Street this week is a reminder of the importance of portfolio diversification, CNBC's Jim Cramer said Wednesday, as tech-only portfolios have been getting beaten down during the bout of volatility. "Tech's a good part of the market, it's just that man...
watch now VIDEO 1:49 01:49 Stay diversified to prepare for any more volatility to come, says Jim Cramer Mad Money with Jim Cramer The action on Wall Street this week is a reminder of the importance of portfolio diversification, CNBC's Jim Cramer said Wednesday, as tech-only portfolios have been getting beaten down during the bout of volatility. "Tech's a good part of the market, it's just that many of these stocks suddenly aren't worth as much as we thought. Some of that's because the whole enterprise software cohort has gone out style thanks to AI," Cramer said. Both the S&P 500 and Nasdaq Composite fell Wednesday thanks to an intensified sell-off in tech — a cohort that Cramer said some investors seemed to believe was the "only investable part of the stock market" in recent years. By contrast, the blue-chip Dow Jones Industrial Average — consisting of many old-economy companies — added 260 points, or 0.5%, on Wednesday. On Wednesday, chip designer Advanced Micro Devices plummeted 17% after what some investors perceived as a disappointing first-quarter outlook. Other chipmakers such as Broadcom and Micron Technology also fell. Additionally, there was additional pain for some software stocks, which have been at the epicenter of the tech selling in recent days amid fears of AI disruption. Oracle dropped 5%, while the iShares Expanded Tech-Software Sector ETF fell for the seventh session in a row. Still, there have been winners elsewhere across various industries. Campbells , PepsiCo , Smuckers , and even Kraft Heinz , have gone higher even despite the threat of GLP-1's. Within health care, Johnson and Johnson , Merck , and Amgen have performed well while still offering value for investors. "Even after the runs they have had this year alone they're stocks not expensive at least versus the market," Cramer said. Banks are also advancing in recent days, Cramer noted, because investors may be believing that these are the types of firms that benefit from artificial intelli...
And just like that, Meta's post-earnings gains have been erased. After surging higher last week following the social media company's fourth-quarter earnings report, shares of Meta Platforms (META 3.24%) have now given up all of their post-earnings gains as of this writing. In fact, from the stock's closing price on Jan. 29 (the trading day following the social media company's earnings release), sh...
And just like that, Meta's post-earnings gains have been erased. After surging higher last week following the social media company's fourth-quarter earnings report, shares of Meta Platforms (META 3.24%) have now given up all of their post-earnings gains as of this writing. In fact, from the stock's closing price on Jan. 29 (the trading day following the social media company's earnings release), shares have fallen about 10%. The stock's decline comes amid a pullback in the broader market as shares of many software and AI (artificial intelligence)-focused companies are getting punished. The tech-heavy Nasdaq Composite is down about 3.5% during this period. With the stock back at levels it was trading at before its better-than-expected fourth-quarter update, should investors take this second chance to buy the stock at pre-earnings levels? Undeniable business momentum It wasn't surprising when investors reacted so positively to Meta's fourth-quarter update. Its revenue soared 24% year over year to $59.9 billion, blowing past analysts' consensus forecast for revenue of $58.5 billion. And its earnings per share of $8.88 similarly left analysts' forecasts for the metric in the dust. In addition, the company's underlying platform health remains healthy. Meta said its daily active users across its platforms rose an impressive 7% year over year to 3.58 billion. Further, Meta said engagement and user growth were the primary drivers for its 18% year-over-year increase in ad impressions in its fourth quarter. And management guided for more strong growth ahead. In fact, the midpoint of its first-quarter revenue guidance implies 30% year-over-year growth. Even when excluding an expected 4% tailwind from foreign currency in the quarter, this represents 26% year-over-year growth -- an acceleration from its fourth-quarter growth rate. 1 reason to be cautious While Meta's revenue momentum is incredibly impressive, investors should know that this growth has come at a cost. Part of the ...
And just like that, Meta's post-earnings gains have been erased. After surging higher last week following the social media company's fourth-quarter earnings report, shares of Meta Platforms (META 3.24%) have now given up all of their post-earnings gains as of this writing. In fact, from the stock's closing price on Jan. 29 (the trading day following the social media company's earnings release), sh...
And just like that, Meta's post-earnings gains have been erased. After surging higher last week following the social media company's fourth-quarter earnings report, shares of Meta Platforms (META 3.24%) have now given up all of their post-earnings gains as of this writing. In fact, from the stock's closing price on Jan. 29 (the trading day following the social media company's earnings release), shares have fallen about 10%. The stock's decline comes amid a pullback in the broader market as shares of many software and AI (artificial intelligence)-focused companies are getting punished. The tech-heavy Nasdaq Composite is down about 3.5% during this period. With the stock back at levels it was trading at before its better-than-expected fourth-quarter update, should investors take this second chance to buy the stock at pre-earnings levels? Undeniable business momentum It wasn't surprising when investors reacted so positively to Meta's fourth-quarter update. Its revenue soared 24% year over year to $59.9 billion, blowing past analysts' consensus forecast for revenue of $58.5 billion. And its earnings per share of $8.88 similarly left analysts' forecasts for the metric in the dust. In addition, the company's underlying platform health remains healthy. Meta said its daily active users across its platforms rose an impressive 7% year over year to 3.58 billion. Further, Meta said engagement and user growth were the primary drivers for its 18% year-over-year increase in ad impressions in its fourth quarter. And management guided for more strong growth ahead. In fact, the midpoint of its first-quarter revenue guidance implies 30% year-over-year growth. Even when excluding an expected 4% tailwind from foreign currency in the quarter, this represents 26% year-over-year growth -- an acceleration from its fourth-quarter growth rate. 1 reason to be cautious While Meta's revenue momentum is incredibly impressive, investors should know that this growth has come at a cost. Part of the ...
"You'd Be Justified In Shooting": Rep. Jerry Nadler Triggers Outcry Over Violent Rhetoric Against ICE Authored by Jonathan Turley, Rep. Jerry Nadler (D., NY) is under fire this week for joining other Democratic members in reckless rhetoric to fuel the growing threats against federal law enforcement officers. Calling out the “fascism in our streets,” Nadler suggested that citizens could be justifie...
"You'd Be Justified In Shooting": Rep. Jerry Nadler Triggers Outcry Over Violent Rhetoric Against ICE Authored by Jonathan Turley, Rep. Jerry Nadler (D., NY) is under fire this week for joining other Democratic members in reckless rhetoric to fuel the growing threats against federal law enforcement officers. Calling out the “fascism in our streets,” Nadler suggested that citizens could be justified in shooting masked agents, a chilling claim made earlier by other Democratic leaders . The New York Post reported the comments made in a Judiciary Committee hearing. Nadler declared: “What is really the major problem in this country today is the fascism in our streets. The attacks on American citizens, by masked hoodlums. If you were attacked by a masked person, you might think you were being kidnapped. You’d be justified in shooting the person — to protect yourself.” The agents are wearing masks because different groups are actively publishing their identities and personal information online. The result has not only been doxxing but threats made against the families of these agents. Democratic politicians have pledged to assist in the effort to “unmask” and publish the identities of these officers as threats soar. For many, these statements suggest that they have a license under laws like Stand Your Ground to shoot at agents and claim mistaken self-defense. The continued use of such rhetoric in the face of soaring attacks and threats against officers is the worst form of demagoguery. At the same time, members like Rep. Dan Goldman (D. NY) deny that there is evidence of a sharp increase in attacks despite overwhelming evidence to the contrary. Notably, Nadler and his colleagues pushed for the impeachment of Donald Trump for what they called his inflammatory rhetoric on January 6th despite his call for the protests to remain peaceful. Other members are engaging in the same hyperbolic rhetoric to appeal to the growing mob on the left. Sen. Chris Murphy (D. Conn.) seems the ...
Palantir Technologies (NASDAQ:PLTR), a data analytics software specialist, closed Wednesday at $139.54, down 11.62%. The stock moved lower as valuation concerns resurfaced despite strong Q4 results and analyst upgrades. Trading volume reached 110.7 million shares, coming in about 136% above its three-month average of 47 million shares. Palantir Technologies IPO'd in 2020 and has grown 1369% since ...
Palantir Technologies (NASDAQ:PLTR), a data analytics software specialist, closed Wednesday at $139.54, down 11.62%. The stock moved lower as valuation concerns resurfaced despite strong Q4 results and analyst upgrades. Trading volume reached 110.7 million shares, coming in about 136% above its three-month average of 47 million shares. Palantir Technologies IPO'd in 2020 and has grown 1369% since going public. How the markets moved today The broader market weakened Wednesday, with the S&P 500 (SNPINDEX: ^GSPC) slipping 0.51% to 6,882, while the Nasdaq Composite (NASDAQINDEX: ^IXIC) fell 1.51% to 22,905. Within software infrastructure names, peers were mixed, as Snowflake (NYSE:SNOW) closed at $165.29 (-4.59%) while Prologis (NYSE:PLD) finished at $134.84 (+2.24%). What this means for investors Palantir shares declined sharply on Wednesday, despite 70% revenue growth to $1.41 billion and two analyst upgrades to Buy. The drop reflected concerns about valuation, as investors questioned the stock's premium compared to other AI software companies and reconsidered how much future growth is already priced in. The company reported strong Q4 momentum in both government and commercial segments, supported by a $1 billion UK Ministry of Defence contract that ensures multi-year revenue visibility. Two firms raised their targets, citing accelerating U.S. commercial adoption and sustained AI demand. However, these upgrades did not prevent an 11% decline, as a critical hedge fund letter and ongoing valuation concerns led investors to rotate out of the stock. Investors will now assess whether continued commercial momentum and expanding margins can justify Palantir’s valuation, which remains significantly higher than most enterprise software peers. Should you buy stock in Palantir Technologies right now? Before you buy stock in Palantir Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy...
Palantir Technologies (NASDAQ:PLTR), a data analytics software specialist, closed Wednesday at $139.54, down 11.62%. The stock moved lower as valuation concerns resurfaced despite strong Q4 results and analyst upgrades. Trading volume reached 110.7 million shares, coming in about 136% above its three-month average of 47 million shares. Palantir Technologies IPO'd in 2020 and has grown 1369% since ...
Palantir Technologies (NASDAQ:PLTR), a data analytics software specialist, closed Wednesday at $139.54, down 11.62%. The stock moved lower as valuation concerns resurfaced despite strong Q4 results and analyst upgrades. Trading volume reached 110.7 million shares, coming in about 136% above its three-month average of 47 million shares. Palantir Technologies IPO'd in 2020 and has grown 1369% since going public. How the markets moved today The broader market weakened Wednesday, with the S&P 500 (SNPINDEX: ^GSPC) slipping 0.51% to 6,882, while the Nasdaq Composite (NASDAQINDEX: ^IXIC) fell 1.51% to 22,905. Within software infrastructure names, peers were mixed, as Snowflake (NYSE:SNOW) closed at $165.29 (-4.59%) while Prologis (NYSE:PLD) finished at $134.84 (+2.24%). What this means for investors Palantir shares declined sharply on Wednesday, despite 70% revenue growth to $1.41 billion and two analyst upgrades to Buy. The drop reflected concerns about valuation, as investors questioned the stock's premium compared to other AI software companies and reconsidered how much future growth is already priced in. The company reported strong Q4 momentum in both government and commercial segments, supported by a $1 billion UK Ministry of Defence contract that ensures multi-year revenue visibility. Two firms raised their targets, citing accelerating U.S. commercial adoption and sustained AI demand. However, these upgrades did not prevent an 11% decline, as a critical hedge fund letter and ongoing valuation concerns led investors to rotate out of the stock. Investors will now assess whether continued commercial momentum and expanding margins can justify Palantir’s valuation, which remains significantly higher than most enterprise software peers. Should you buy stock in Palantir Technologies right now? Before you buy stock in Palantir Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy...
400tmax/iStock Unreleased via Getty Images I am bullish on Alphabet Inc. aka Google ( GOOGL , GOOG ), ( GOOG:CA ) but to be honest, I was a little apprehensive about Q4. Not because I thought the company would perform poorly, but because there was already a consensus that Google is an excellent company, which is showing a good momentum and, as a result, its valuation is already at a higher level t...
400tmax/iStock Unreleased via Getty Images I am bullish on Alphabet Inc. aka Google ( GOOGL , GOOG ), ( GOOG:CA ) but to be honest, I was a little apprehensive about Q4. Not because I thought the company would perform poorly, but because there was already a consensus that Google is an excellent company, which is showing a good momentum and, as a result, its valuation is already at a higher level than what we were seeing a few quarters ago. But even in this context, I found the quarter to be quite solid, with more positive than negative surprises, and above all, points that reinforce that Google is a company to hold for the long term. Therefore, I maintain my buy rating for Alphabet stock. Q4 Earnings: Actually, Very Solid When I looked at the quarter at a glance, I saw some points that I didn't like so much and that the market might weigh on. The first was the operating margin, which went from 32.1% to 31.6% YoY. It's not a big drop, but still, I thought it might be something the market would find negative. But looking deeper, this point didn't worry me much. Consolidated revenue grew 18% YoY, while costs grew 13%, meaning Alphabet is becoming more efficient and capturing more margin with this revenue mix. Meanwhile, Sales and Marketing rose 12%, which is also a positive, while G&A rose 21%, a reasonable pace. The real “problem” with margins was actually the increase in Research and Development, which went from $13.1 billion to $18.5 billion in Q4. Alphabet Presentation And particularly, even though this compresses margins in the short term, it doesn't worry me at all. It's part of Alphabet's game and always will be, especially at a time like this, when the company is growing rapidly and developing several initiatives at the same time, and there is a competitive environment to see who will be the player that will dominate AI and deliver the best features in its ecosystem. I think Alphabet really needs to invest, even to reduce the risk of disruption. And if that cos...
Dave Kotinsky/Getty Images Entertainment As I've covered in the past, a large part of my structurally bullish thesis for Nu Holdings ( NU ) is based on a few well-established pillars: its unmatched scale and engagement, being the largest digital bank in Latin America with an active and monetizable base; a very low-cost model, with a lean structure, no branches and a cost to serve consistently belo...
Dave Kotinsky/Getty Images Entertainment As I've covered in the past, a large part of my structurally bullish thesis for Nu Holdings ( NU ) is based on a few well-established pillars: its unmatched scale and engagement, being the largest digital bank in Latin America with an active and monetizable base; a very low-cost model, with a lean structure, no branches and a cost to serve consistently below US$1 per client; international expansion options, with Mexico and Colombia replicating Brazil's success, these markets being underpenetrated-and recently announced the start of the process to obtain a banking license in the U.S., which could represent long-term potential; cross-selling and diversification, as the bank has the potential to increase its ARPAC (even far behind the incumbent banks in Latin America) through insurance, investment and other types of credit (such as consigned credit) and financial products. Building on that foundation, this article focuses on a few more time-specific and macro-driven reasons why I remain constructive on the thesis of Nu Holdings heading into 2026 and envision a continued alpha for NU over the next several months, at least. Nu Holdings Monetizes Brazilian Carry Better Than Any Incumbent Bank Arguably, taking Brazil's current macroeconomic context, one of the major pillars of 2026 for Brazilian equities should continue to be the real carry trade. In simplified terms, this strategy basically consists of borrowing money in a low-interest currency and investing it in a high-interest currency, thereby pocketing the differential (as long as the exchange rate doesn't devalue too much). In the case of Brazil, interest rates in the U.S. are falling, and the Selic (Brazil's interest rate) is very high in real terms. As a reference point, the Selic is at 15% per year, while inflation is at 4.26% a year—already within the Central Bank's target of 3% (with +/- 1.5% tolerance). It's extremely likely that the Selic rate won't be able to stay at ...
Gold rose, nudging back above $5,000 an ounce, as dip buyers continued to snap up bullion after a historic plunge from an all-time high. Spot gold rose about 1% in early trading, having clawed back some losses over the previous two sessions following an abrupt collapse. At Wednesday’s close, the metal was down 11% from an all-time high hit on Jan. 29 but was still up 15% for the year. Silver also ...
Gold rose, nudging back above $5,000 an ounce, as dip buyers continued to snap up bullion after a historic plunge from an all-time high. Spot gold rose about 1% in early trading, having clawed back some losses over the previous two sessions following an abrupt collapse. At Wednesday’s close, the metal was down 11% from an all-time high hit on Jan. 29 but was still up 15% for the year. Silver also advanced. Precious metals soared last month in a rally underpinned by speculative momentum, geopolitical upheaval and concerns about the Federal Reserve’s independence. The surge came to a sudden halt at the end of last week, with silver seeing its biggest daily drop on Friday and gold plunging the most since 2013. Still, investors and analysts believe the fundamentals that drove bullion to record highs remain intact. Fidelity Fund, which sold a chunk of gold holdings days before the plunge, is watching for an opportunity to buy again , portfolio manager George Efstathopoulos told Bloomberg News. Many banks have backed gold to recover, with Deutsche Bank AG saying on Monday that it was standing by its forecast for bullion to rally to $6,000 an ounce. Goldman Sachs Group Inc. said in a note that it sees “significant upside risk” to its year-end forecast of $5,400. Spot gold rose 1% to $5,013.44 an ounce as of 7:17 a.m. in Singapore. Silver climbed 1.2% to $89.22. Platinum advanced, while palladium was steady. Bloomberg Dollar Spot Index , a gauge of the US currency, ended the previous session up 0.3%. Gold and silver have had a tumultuous start to 2026. What will happen next? Let us know .
SAN DIEGO, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that the Oracle class action lawsuit seeks to represent purchasers or acquirers of Oracle Corporation (NYSE: ORCL) common stock between June 12, 2025 and December 16, 2025, inclusive (the “Class Period”). Captioned Barrows v. Oracle Corporation, No. 26-cv-00127 (D. Del.), the Oracle class action lawsuit charges...
SAN DIEGO, Feb. 04, 2026 (GLOBE NEWSWIRE) -- Robbins Geller Rudman & Dowd LLP announces that the Oracle class action lawsuit seeks to represent purchasers or acquirers of Oracle Corporation (NYSE: ORCL) common stock between June 12, 2025 and December 16, 2025, inclusive (the “Class Period”). Captioned Barrows v. Oracle Corporation, No. 26-cv-00127 (D. Del.), the Oracle class action lawsuit charges Oracle and certain of Oracle’s top executives with violations of the Securities Exchange Act of 1934. If you suffered substantial losses and wish to serve as lead plaintiff of the Oracle class action lawsuit, please provide your information here: https://www.rgrdlaw.com/cases-oracle-corporation-class-action-lawsuit-orcl.html You can also contact attorney J.C. Sanchez of Robbins Geller by calling 800/449-4900 or via e-mail at info@rgrdlaw.com. CASE ALLEGATIONS: Oracle offers products and services that address enterprise information technology environments. The Oracle class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) Oracle’s AI infrastructure strategy would result in massive increases in capital expenditures (“CapEx”) without equivalent, near-term growth in revenue; and (ii) Oracle’s substantially increased spending created serious risks involving Oracle’s debt and credit rating, free cash flow, and ability to fund its projects, among other concerns. The Oracle investor class action lawsuit further alleges that on September 24, 2025, S&P Global Ratings warned that OpenAI “could account for more than a third of total Oracle revenues by fiscal 2028 and even a greater share by fiscal 2030,” creating risks given that “OpenAI’s ability to meet contractual obligations will be contingent on AI tailwinds continuing and its models being a market leader to continue to raise external financing.” On this news, the price of Oracle common stock fell, according to the complaint. Then, on Sep...