Key Points Costco's ability to report consistent financial performance in any macro scenario reduces risk for investors. Management's focus on warehouse expansion supports higher revenue and earnings down. The market always seems to assign a high valuation multiple to Costco, but the stock is more expensive than peers and the overall market. 10 stocks we like better than Costco Wholesale › Investo...
Key Points Costco's ability to report consistent financial performance in any macro scenario reduces risk for investors. Management's focus on warehouse expansion supports higher revenue and earnings down. The market always seems to assign a high valuation multiple to Costco, but the stock is more expensive than peers and the overall market. 10 stocks we like better than Costco Wholesale › Investors should aim to regularly view their portfolios with a fresh perspective. It's always a good idea to think about what moves to make, deciding whether certain companies remain solid long-term opportunities. Looking at which businesses deserve to be let go is also critical. Even Costco Wholesale (NASDAQ: COST), a blue chip stock whose shares have produced a total return of 188% in five years (as of Feb. 3), isn't immune from a reassessment. Should you buy, sell, or hold the retailer in 2026? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » No complaints with the fundamentals These days, investors have a lot to think about. The impact artificial intelligence will have on industries and the economy is a top focus. Trade policies, ongoing geopolitical tensions between the U.S. and other countries, rising federal debt, and weak consumer confidence also add uncertainty to the mix. But Costco continues to shine. It seems that this company can handle whatever happens in the macro environment. Costco keeps posting solid same-store-sales growth like clockwork. Last fiscal quarter (the first quarter of fiscal 2026, ended Nov. 23, 2025), traffic was up 3.1%, clearly an encouraging trend when it seems that consumers are pulling back on their spending. Add same-store sales growth to a constantly expanding physical footprint, and it supports Costco's durable revenue gains. Analysts expect the top line to increase at a compound annual rate of 7.6% between fiscal 2025 and fiscal 2028. The growth should sti...
(RTTNews) - Mitsubishi Motors Corp. (MMTOF.PK, 7211.T) Thursday reported a loss in the first nine months of fiscal 2025 amis slightly lower net sales. Further, the firm maintained fiscal 2026 earnings view, and raised sales forecast. In the nine-month period, the company recorded loss attributable to owners of the parent of 4.49 billion yen, compared to prior year's profit of 33.23 billion yen. Ba...
(RTTNews) - Mitsubishi Motors Corp. (MMTOF.PK, 7211.T) Thursday reported a loss in the first nine months of fiscal 2025 amis slightly lower net sales. Further, the firm maintained fiscal 2026 earnings view, and raised sales forecast. In the nine-month period, the company recorded loss attributable to owners of the parent of 4.49 billion yen, compared to prior year's profit of 33.23 billion yen. Basic loss per share was 3.35 yen, compared to prior year's profit of 22.80 yen. Operating profit fell 69.8 percent to 31.63 billion yen from 104.59 billion yen last year. Net sales edged down 0.6 percent to 1.977 trillion yen from 1.989 trillion yen a year ago. Looking ahead for fiscal 2025, the company continues to project attributable profit of 10 billion yen or 7.47 yen per basic share, down 75.6 percent year-over-year, and operating profit to decline 49.6% from last year to 70 billion yen. Further, the firm now expects net sales to grow 4 percent to 2.90 trillion yen. The company previously expected net sales of 2.82 trillion yen. On the Tokyo stock exchange, the shares closed Thursday's regular trading at 398.20 yen. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
BI Asset Management Fondsmaeglerselskab A S lifted its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM - Free Report) by 43.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 423,378 shares of the wireless technology company's stock after purchasing an additional 127,787 shares during the quarter. BI Asset...
BI Asset Management Fondsmaeglerselskab A S lifted its position in shares of QUALCOMM Incorporated (NASDAQ:QCOM - Free Report) by 43.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 423,378 shares of the wireless technology company's stock after purchasing an additional 127,787 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S's holdings in QUALCOMM were worth $70,433,000 as of its most recent SEC filing. Get QUALCOMM alerts: Sign Up A number of other hedge funds and other institutional investors have also recently made changes to their positions in the business. waypoint wealth counsel raised its position in shares of QUALCOMM by 2.2% during the 3rd quarter. waypoint wealth counsel now owns 2,863 shares of the wireless technology company's stock worth $476,000 after purchasing an additional 61 shares during the last quarter. Greykasell Wealth Strategies Inc. raised its position in QUALCOMM by 1.5% in the third quarter. Greykasell Wealth Strategies Inc. now owns 4,126 shares of the wireless technology company's stock valued at $686,000 after purchasing an additional 61 shares during the period. Baron Wealth Management LLC increased its holdings in QUALCOMM by 4.5% in the 3rd quarter. Baron Wealth Management LLC now owns 1,431 shares of the wireless technology company's stock valued at $238,000 after purchasing an additional 62 shares during the last quarter. Insight Advisors LLC PA lifted its holdings in QUALCOMM by 1.8% during the 2nd quarter. Insight Advisors LLC PA now owns 3,488 shares of the wireless technology company's stock worth $556,000 after buying an additional 63 shares in the last quarter. Finally, Avion Wealth grew its holdings in QUALCOMM by 16.7% during the 2nd quarter. Avion Wealth now owns 441 shares of the wireless technology company's stock worth $70,000 after acquiring an additional 63 shares in the last quarter. Hedge funds and other inst...
(RTTNews) - NIKON (7731.T) reported nine month loss attributable to owners of parent of 87.2 billion yen compared to profit of 6.3 billion yen, last year. Loss per share was 265.03 yen compared to profit of 18.02 yen. For the nine months ended December 31, 2025, revenue was 483.91 billion yen, down 5.6%. For the fiscal year ending March 31, 2026, the company expects: loss to owners of parent of 85...
(RTTNews) - NIKON (7731.T) reported nine month loss attributable to owners of parent of 87.2 billion yen compared to profit of 6.3 billion yen, last year. Loss per share was 265.03 yen compared to profit of 18.02 yen. For the nine months ended December 31, 2025, revenue was 483.91 billion yen, down 5.6%. For the fiscal year ending March 31, 2026, the company expects: loss to owners of parent of 85.0 billion yen, and revenue of 675.0 billion yen. Shares of NIKON are currently trading at 1,937 yen, down 0.92%. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
NVIDIA’s (NVDA) year-to-date drawdown is best attributed to a repricing of discount rates and policy risk, rather than deteriorating fundamentals. The company’s valuation reflects expectations of sustained, robust AI-driven growth. When the market increases the probability of slower near-term AI capital expenditures, margin normalization during platform transitions, or ongoing geopolitically drive...
NVIDIA’s (NVDA) year-to-date drawdown is best attributed to a repricing of discount rates and policy risk, rather than deteriorating fundamentals. The company’s valuation reflects expectations of sustained, robust AI-driven growth. When the market increases the probability of slower near-term AI capital expenditures, margin normalization during platform transitions, or ongoing geopolitically driven revenue limitations, the resulting decline in present value disproportionately affects mega-cap growth leaders, even if current-quarter revenue remains strong. On February 5, 2026, NVDA Stock dropped to an intraday low of approximately $172, its lowest level of the year to date. This decline indicates a reassessment of the valuation investors assign to AI infrastructure cash flows, rather than a fundamental deterioration in those cash flows. What Matters Most Right Now 1) The Market Is Repricing The “Length” Of The AI Cycle, Not The “Existence” Of The AI Cycle NVIDIA’s reported demand picture remains strong, with fiscal Q3 2026 revenue of $57.0 billion and Data Center revenue of $51.2 billion. The company guided fiscal Q4 2026 revenue to $65.0 billion plus or minus 2%. Those are not recessionary numbers. They are “still accelerating” numbers. [1] The decline in NVDA stock reflects market uncertainty about the duration and trajectory of AI growth. Key considerations include the pace at which AI training demand transitions to inference, the extent of hyperscaler spending optimization, and the degree to which additional compute capacity translates into incremental NVIDIA gross profit as systems, networking, and competitive supply expand. Once a growth cycle becomes widely recognized, the market shifts focus from the existence of the cycle to changes in expectations. Even a minor downward adjustment to long-term growth assumptions can outweigh the impact of a strong quarterly performance. 2) Gross Margin, Optics, and Transition Risk Are Back In Focus NVIDIA is in the midst of...
ridham supriyanto/iStock Editorial via Getty Images I'm still rating Mitsubishi Electric Corporation ( MIELY ) (6503.T) as 'Buy.' MIELY's 3QFY26 (YE March 31, 2026) "Operating Profit/OP" was a substantial beat. Its full-year guidance was also revised upwards. This gives me the confidence that the firm's "Return On Equity/ROE" can improve to justify a more demanding multiple. The previous April 23,...
ridham supriyanto/iStock Editorial via Getty Images I'm still rating Mitsubishi Electric Corporation ( MIELY ) (6503.T) as 'Buy.' MIELY's 3QFY26 (YE March 31, 2026) "Operating Profit/OP" was a substantial beat. Its full-year guidance was also revised upwards. This gives me the confidence that the firm's "Return On Equity/ROE" can improve to justify a more demanding multiple. The previous April 23, 2025, write-up touched on my favorable preview of its full-year performance and Investor Day. Q3 Showing Was a Positive Surprise MIELY's latest quarterly financial numbers were disclosed on Tuesday, Feb 3. Its normalized OP went up +14% year-on-year to ¥145B in Oct-Dec '25. This came in 32% above the S&P Capital IQ consensus. In my opinion, the "Energy Systems/ES" and "Factory Automation/FA" units were standouts. ES's 3QFY2026 turnover of ¥0.12T was 28.7% higher YoY. That represented the strongest growth across MIELY's divisions. The company's results slides highlighted that ES benefited from "robust demand" associated with "increased investments in data centers (DCs)." I think that this business has a promising future. "Japan's data center market is expected to almost double to more than 5T yen (about $32B) in the five years to 2028" according to SA News . FA also led the group in profitability enhancement. Its EBIT-to-sales widened by +500bps (basis points) YoY to 12.7% for the recent three-month period. Rising "product prices" supported by substantial "capital expenditures for AI-related semiconductors" in Japan/China, boosted margins as per its earnings presentation. FA's operations have been positively impacted by external trends and internal developments. SA analyst Stephen Simpson anticipates "increased investment in back-end automation, as advanced packaging is becoming an increasingly critical component of semiconductor production." Also, SA News mentioned last year that MIELY set up the "FA business headquarters in China" to "expand its business" there. A forward...
For some of the most dramatic swings in financial markets in recent memory, look no further than the plunge in the price of silver on January 30. The precious metal suffered its largest one-day fall since March 1980, losing a staggering 27 per cent. Gold, silver’s more illustrious cousin, also experienced its steepest one-day decline since early 1980, dropping 9 per cent. The ferocity of the sell-...
For some of the most dramatic swings in financial markets in recent memory, look no further than the plunge in the price of silver on January 30. The precious metal suffered its largest one-day fall since March 1980, losing a staggering 27 per cent. Gold, silver’s more illustrious cousin, also experienced its steepest one-day decline since early 1980, dropping 9 per cent. The ferocity of the sell-off was matched only by the intensity of the surge in the precious metal markets in the past few months. Even after last Friday’s fall, silver is up around 50 per cent since December 1 while gold is around 16 per cent higher. The boom in precious metals is partly attributable to the dwindling number of safe assets amid mounting concern about the US dollar and Treasury bonds since US President Donald Trump returned to the White House. Advertisement Many investors are worried about the debasement of mainstream assets amid hefty fiscal stimulus in advanced economies, the threat posed by inflation and the erosion of governance standards and institutional autonomy in the United States. This makes precious metals, especially gold , an attractive diversifier or hedge. When Trump announced he would nominate Kevin Warsh to chair the US Federal Reserve, the debasement trade began to unravel as many investors drew comfort from the fact that Warsh, a former Fed governor, was less likely to go easy on inflation. This was enough to trigger a fierce sell-off in precious metals, especially given the blistering rally in recent months. Advertisement
格隆汇2月5日｜国家超算互联网应用技术大会暨核心节点上线试运行仪式在郑州举行。此次上线试运行的算力资源由曙光scaleX万卡超集群系统提供支撑，可对外提供超3万卡的国产AI算力，是国家超算互联网平台上线以来接入的全国最大单体国产AI算力资源池，可为万亿参数模型训练、高通量推理、AI for Science等大规模AI计算场景提供高效算力服务。
格隆汇2月5日｜国家超算互联网应用技术大会暨核心节点上线试运行仪式在郑州举行。此次上线试运行的算力资源由曙光scaleX万卡超集群系统提供支撑，可对外提供超3万卡的国产AI算力，是国家超算互联网平台上线以来接入的全国最大单体国产AI算力资源池，可为万亿参数模型训练、高通量推理、AI for Science等大规模AI计算场景提供高效算力服务。
The S&P 500 could decline sharply in 2026 under pressure from high valuations, sweeping tariffs, and midterm elections. The S&P 500 (^GSPC 0.51%) has advanced 1% year to date, and the benchmark index for U.S. stocks sits within a percentage point of its record high. However, the economic fallout from President Trump's tariffs, coupled with high valuations and midterm elections, could cause the sto...
The S&P 500 could decline sharply in 2026 under pressure from high valuations, sweeping tariffs, and midterm elections. The S&P 500 (^GSPC 0.51%) has advanced 1% year to date, and the benchmark index for U.S. stocks sits within a percentage point of its record high. However, the economic fallout from President Trump's tariffs, coupled with high valuations and midterm elections, could cause the stock market to decline sharply or even crash in 2026. Here's what investors should know. President Trump says tariffs are strengthening the economy and exporters are paying the bill, but data suggests otherwise In January, President Trump wrote an editorial in The Wall Street Journal. He said the tariffs imposed by his administration, which have raised the average tax on U.S. imports fivefold, have led to "extraordinarily high economic growth!" But that is a wild misrepresentation: While real GDP growth was well above average in the second and third quarters of 2025, the economy contracted in the first quarter. Collectively, real GDP increased 2.51% during the first nine months of 2025. That is actually below the 10-year average (2.75%), the 30-year average (2.58%), and the 50-year average (2.84%). Furthermore, artificial intelligence (AI) spending contributed 0.97 percentage points to real GDP growth during the first nine months of 2025, according to the Federal Reserve Bank of St. Louis. That means real GDP would have increased just 1.54% without AI spending. President Trump's editorial also claimed the tariff burden has "fallen overwhelmingly on foreign producers and middlemen, including large corporations that are not from the U.S." He wrote, "According to a recent study by the Harvard Business School, these groups are paying at least 80% of tariff costs." But that statement seems to be a complete fabrication. The study Trump linked explicitly states, "Our results suggest that U.S. consumers paid up to 43 percent of the tariff burden, with the rest absorbed by U.S. firms....