Chinese researchers have pushed the frontiers of quantum encryption, demonstrating a powerful new way to send secure information over more than 100km (62 miles) of optical fibre – without having to trust the equipment being used. A team led by Pan Jianwei at the University of Science and Technology of China used a pair of individual rubidium atoms, trapped in laser beams at two separate network no...
Chinese researchers have pushed the frontiers of quantum encryption, demonstrating a powerful new way to send secure information over more than 100km (62 miles) of optical fibre – without having to trust the equipment being used. A team led by Pan Jianwei at the University of Science and Technology of China used a pair of individual rubidium atoms, trapped in laser beams at two separate network nodes, as the foundation for their system, according to a paper published in Science this week. The researchers created quantum links between the atoms using single light particles, or photons. By comparing the atoms’ states at each end, the team generated identical strings of 0s and 1s – a shared secret key for encryption. Advertisement What sets the experiment apart is that the approach, known as device-independent quantum key distribution (DI-QKD), would still work securely even if the devices were flawed or had been tampered with. The method derives its security from the quantum-mechanical behaviour of the entangled atoms, protecting against the real-world vulnerabilities that have long challenged quantum communication systems. Advertisement DI-QKD had previously only been demonstrated over short distances in the laboratory, the researchers wrote, adding that their study helped to “close the gap between proof-of-principle experiments and real-world applications”.
The following companies are expected to report earnings after hours on 02/05/2026. Visit our Earnings Calendar for a full list of expected earnings releases. Amazon.com, Inc. (AMZN)is reporting for the quarter ending December 31, 2025. The internet company's consensus earnings per share forecast from the 16 analysts that follow the stock is $1.98. This value represents a 6.45% increase compared to...
The following companies are expected to report earnings after hours on 02/05/2026. Visit our Earnings Calendar for a full list of expected earnings releases. Amazon.com, Inc. (AMZN)is reporting for the quarter ending December 31, 2025. The internet company's consensus earnings per share forecast from the 16 analysts that follow the stock is $1.98. This value represents a 6.45% increase compared to the same quarter last year. In the past year AMZN has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 23.42%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for AMZN is 32.45 vs. an industry ratio of -1.80, implying that they will have a higher earnings growth than their competitors in the same industry. Fortinet, Inc. (FTNT)is reporting for the quarter ending December 31, 2025. The security company's consensus earnings per share forecast from the 14 analysts that follow the stock is $0.66. This value represents a 1.49% decrease compared to the same quarter last year. In the past year FTNT has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 18.18%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for FTNT is 34.08 vs. an industry ratio of 963.40. Digital Realty Trust, Inc. (DLR)is reporting for the quarter ending December 31, 2025. The reit company's consensus earnings per share forecast from the 10 analysts that follow the stock is $1.83. This value represents a 5.78% increase compared to the same quarter last year. In the past year DLR has beat the expectations every quarter. The highest one was in the 3rd calendar quarter where they beat the consensus by 6.18%. Zacks Investment Research reports that the 2025 Price to Earnings ratio for DLR is 22.69 vs. an industry ratio of 13.30, implying that they will have a higher earnings growth than their competitors in the same industry. Monolith...
US Pushes Price Floors At Global Minerals Summit To Cut China Dependence The US convened officials from 55 countries on Wednesday for a critical minerals summit focused on stabilizing supply chains and reducing reliance on China, according to Bloomberg . The Trump administration promoted price floors and expanded private investment to secure reliable access for American manufacturers. The European...
US Pushes Price Floors At Global Minerals Summit To Cut China Dependence The US convened officials from 55 countries on Wednesday for a critical minerals summit focused on stabilizing supply chains and reducing reliance on China, according to Bloomberg . The Trump administration promoted price floors and expanded private investment to secure reliable access for American manufacturers. The European Union, Japan, and Mexico agreed to work with Washington on new policies, including possible price floors, and toward a binding multilateral trade agreement, according to the US Trade Representative. These moves signal closer coordination among allies to address supply vulnerabilities. “Today, the international market for critical minerals is failing,” Vice President JD Vance said. “Consistent investment is nearly impossible, and it will stay that way so long as prices are erratic and unpredictable.” He called for stable investment conditions and proposed a “preferential trade center for critical minerals protected from external disruptions.” Bloomberg writes that price floors have long been seen as a way to shield non-Chinese producers from market flooding. Recent public commitments suggest partners are edging toward a coordinated approach. The US and EU aim to finalize a memorandum of understanding within 30 days to strengthen supply security. The US and Mexico will identify priority minerals and explore price guarantees ahead of a review of the US-Mexico-Canada trade pact. Vance also cited the administration’s $100 billion lending authority. The summit followed President Donald Trump’s plan for a nearly $12 billion national stockpile. “We’re crowding in, most importantly, US private equity participation,” said Ex-Im chief John Jovanovic, citing strong repayment assurances and physical collateral. Concerns over China grew after Beijing announced rare earth export restrictions last year. Trump said Wednesday that he and Xi Jinping had a “long and thorough call” on trade an...
Investors have been bullish on Verizon's stock lately, but the yield remains well above average. Verizon Communications (VZ +0.46%) is a leading telecommunications company in the country. It has offered a robust yield for multiple years now. While the S&P 500 average has a yield of only 1.1%, Verizon's stock yields a staggering 6.2%. This is even as the stock recently benefited from a rally after ...
Investors have been bullish on Verizon's stock lately, but the yield remains well above average. Verizon Communications (VZ +0.46%) is a leading telecommunications company in the country. It has offered a robust yield for multiple years now. While the S&P 500 average has a yield of only 1.1%, Verizon's stock yields a staggering 6.2%. This is even as the stock recently benefited from a rally after reporting earnings. Could this be one of the better dividend stocks to buy on the S&P 500, or is Verizon's payout overdue for a cut? Did recent earnings numbers put concerns about the dividend to rest? Last week, Verizon released its year-end results for 2025, and it did so with a bang. The company says it not only met its guidance for the full year but also generated its highest rate of net adds since 2019 during the most recent quarter. Net additions, or net adds, are a key metric that shows how well the business is growing and how many customers it's adding. The strong finish to the year has given investors some renewed confidence about the telecom stock, which rose by 12% the day that its earnings numbers came out. This is even despite the company's operating revenue for the full year coming in at $138.2 billion -- a modest 2.5% increase from the previous year. Earlier in January, the company also announced the completion of Frontier Communications, which strengthens its fiber network and opens up more growth opportunities in the future. Expand NYSE : VZ Verizon Communications Today's Change ( 0.46 %) $ 0.21 Current Price $ 47.23 Key Data Points Market Cap $198B Day's Range $ 46.65 - $ 47.58 52wk Range $ 38.39 - $ 47.58 Volume 24M Avg Vol 29M Gross Margin 45.64 % Dividend Yield 5.82 % Can you count on Verizon's dividend? The key number for investors to focus on when evaluating the dividend is free cash flow. That tells you how much money the company is bringing in and how much is available to use, after factoring in capital expenditures. This past year, Verizon's free c...
US job openings fell in December, delayed official data showed Thursday, with Stifel saying that a m Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
US job openings fell in December, delayed official data showed Thursday, with Stifel saying that a m Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Bilt A helpful rule of thumb is: “You always find product market fit when your product is giving away money.” I get that from this Medium post by Tony Stubblebine, who attributes it to Bryce Roberts. We talked last month about “the MoviePass economy,” the glorious period in the 2010s when venture capitalists subsidized money-losing consumer businesses so they could grow as fast as possible. The th...
Bilt A helpful rule of thumb is: “You always find product market fit when your product is giving away money.” I get that from this Medium post by Tony Stubblebine, who attributes it to Bryce Roberts. We talked last month about “the MoviePass economy,” the glorious period in the 2010s when venture capitalists subsidized money-losing consumer businesses so they could grow as fast as possible. The theory was that if a company — Uber or WeWork or even MoviePass — could sell its product below cost, a lot of people would use it and it would quickly become popular. And then one of four things would happen: The company’s costs would go down, because of economies of scale, so it would become profitable; The product would be so valuable, because of network effects or monopoly power, that it could raise its prices and become profitable; The company’s user base would be so big and valuable that it could get ancillary revenue by, like, selling data or advertising, and become profitable; or Hilarious bankruptcy. WeWork and MoviePass ended up in the last category, but this was not a bad theory; Uber is big and profitable now. It is just a tricky theory. If you have rapid user growth and enthusiastic reviews and are giving away money, how do you know that people like the underlying product? How do you know they’re not just in it for the free money? If you turn off the free money, will they stop using the product? Today Bloomberg’s Paige Smith writes about Bilt Technologies Inc. , whose founder, Ankur Jain, “initially envisioned the company as an electronic system for paying rent and getting rewarded for it.” People did not quite want that, though: “Landlords proved hesitant to adopt Bilt’s payments software until they knew customers would actually use it.” So Bilt pivoted ever so slightly: His solution: Add a credit card with a rewards program so generous that point-maxxing renters would demand that their landlords adopt Bilt’s payment platform. Renters could finally earn points fo...
Paper Boat Creative/DigitalVision via Getty Images Advanced Micro Devices ( AMD ) reported a robust close to FY25 with upbeat top-line growth paired with substantial margin improvements. With an ambitious roadmap to release the MI400 Series GPUs in 2H26 and the MI500 Series GPUs in FY27, AMD may be reaching a new growth trajectory as AI developers and enterprises gear up for more capacity dedicate...
Paper Boat Creative/DigitalVision via Getty Images Advanced Micro Devices ( AMD ) reported a robust close to FY25 with upbeat top-line growth paired with substantial margin improvements. With an ambitious roadmap to release the MI400 Series GPUs in 2H26 and the MI500 Series GPUs in FY27, AMD may be reaching a new growth trajectory as AI developers and enterprises gear up for more capacity dedicated to AI inferencing. With a robust outlook for FY26 and the substantial share price decline following the Q4’25 earnings release, I am upgrading AMD shares to a Strong Buy rating with a price target of $279/share at 7.63x FY27 price/sales. You can review my previous coverage of AMD here : “AMD Sees Growth Tailwinds With Inferencing (Rating Upgrade)” Investors should note that I brought down my price target since my previous report based on the expectation of slower growth in client & gaming for FY26. Advanced Micro Devices Operations Corporate Filings AMD came to bat in Q4’25 with MI350 Series GPUs and EPYC CPUs driving strong sales performance, with net revenue increasing by 37.58% when compared to the previous year’s quarter. EPYC instances grew exceptionally well in FY25, with CSPs expanding by over 50% and enterprises more than 2x. The excitement in Q4’25 stemmed from the next-generation series of Instinct GPUs, which includes a range of purpose-built GPUs for AI acceleration. For example, the MI455X and Helios will be designed for AI superclusters, the MI430X for high-performance computing [HPC] and sovereign AI deployments, and the MI440X for enterprise customers for training and inferencing. Accordingly, AMD will be partnering with Hewlett Packard Enterprise ( HPE ) to deliver rack-scale architecture with scale-up networking built with Broadcom ( AVGO ) Tomahawk 6 networking chips. The server stack will include purpose-built HPE Juniper networking hardware and software solutions based on the open Ultra Accelerator Link over Ethernet standard as well as direct liquid-...
Phumphat Phaka/iStock via Getty Images It has been an incredibly difficult stock market to invest in 2026. The mainstream market has completely shunned most software stocks for fear of AI taking over and eroding their recurring business, while the hottest trades of the day are semiconductor stocks that are in short supply due to the data center boom. So in 2026, many stocks in the software sector ...
Phumphat Phaka/iStock via Getty Images It has been an incredibly difficult stock market to invest in 2026. The mainstream market has completely shunned most software stocks for fear of AI taking over and eroding their recurring business, while the hottest trades of the day are semiconductor stocks that are in short supply due to the data center boom. So in 2026, many stocks in the software sector are in a strange position: being deep bargain stocks. Tenable Holdings, Inc. ( TENB ), a cybersecurity company that focuses on identifying companies’ exposure points, is one of these stocks. Down more than 50% over the past year, Tenable recently rebounded after a strong Q4 earnings print and a better than expected 2026 guide: which may chart the first path back to a rebound for this name. Data by YCharts I last wrote a buy rating on Tenable in late October, when the stock was trading in the high $20s. Like most small/mid-cap software stocks, performance since then has been painful. But I continue to have high conviction in the company’s consistent execution: share price declines are more a function of current market sentiment against software stocks rather than a statement of actual fundamental trends. I’m reiterating my buy rating here. Since a cheap valuation has become the cornerstone reason to buy this stock, let’s first start with a discussion of the company’s latest valuation multiples against its fresh guidance for the current year. At current post earnings share prices near $21, Tenable trades at a market cap of $2.56 billion. After we net off the $402.2 million of cash and $354.2 million of debt on Tenable’s most recent balance sheet, the company’s resulting enterprise value is $2.61 billion. For FY26, Tenable has guided to $1.065-$1.075 billion in revenue, the midpoint of which represents 7% y/y revenue growth. It’s also calling for a 23.4% pro forma operating margin this year, implying 150bps of full-year margin expansion that puts Tenable in the “Rule of 30”, a...
All eyes will be on Amazon.com Inc.’s cloud business when the technology giant reports earnings on Thursday, after shares of Microsoft Corp. plunged last week due in part to slowing growth at its key cloud-computing platform. This was not an issue for Amazon’s October earnings, as its shares jumped almost 10% following better than expected revenue from Amazon Web Services, also known as AWS. Now, ...
All eyes will be on Amazon.com Inc.’s cloud business when the technology giant reports earnings on Thursday, after shares of Microsoft Corp. plunged last week due in part to slowing growth at its key cloud-computing platform. This was not an issue for Amazon’s October earnings, as its shares jumped almost 10% following better than expected revenue from Amazon Web Services, also known as AWS. Now, however, fear is rippling through the tech sector, and Amazon investors are increasingly concerned that the slowdown at Microsoft’s Azure indicates broader weakness for cloud providers. Microsoft shares are down more than 16% since the report on Jan. 28, erasing roughly $500 billion in market value. Most Read from Bloomberg “It isn’t clear how much of Microsoft’s disappointment might be due to company-specific issues and how much might reflect an overall slowing in the cloud space,” said David Miller, chief investment officer at Catalyst Funds, which holds Amazon shares in several portfolios. “If it’s the latter, that could carry over.” Amazon shareholders are seeking catalysts for a stock that has been languishing for a while. It was the worst performer among the Magnificent Seven tech giants last year, rising just 5.2%, and is up less than 1% to start 2026. By comparison, the Nasdaq 100 Index jumped 20% in 2025, while the S&P 500 Index gained 16%, although Amazon is slightly underperforming both this year. Amazon shares are down as much as 5.4% in intraday trading ahead of results. Wall Street expects Amazon to report a 21% year-over-year increase in AWS revenue in the fourth quarter to $34.8 billion. For the company as a whole, analysts project a 13% jump in fourth-quarter revenue to $211.5 billion and an 8% increase in adjusted earnings per share to $2.40. On Wednesday, Alphabet Inc. reported strong cloud growth in its latest earnings, but the stock dipped in extended trading after the Google parent also said it plans to spend far more than expected on 2026 capital expe...
Crypto has taken a beating to start the year. Since the close of trading last week, the price of Dogecoin (DOGE 11.56%) had crashed over 21%, as of 1:56 p.m. ET Thursday. The crypto sector has taken a beating all week, with few cryptocurrencies spared. Mounting pessimism While Dogecoin's network has never had much real-world utility, it is one of the original cryptocurrencies and to this day remai...
Crypto has taken a beating to start the year. Since the close of trading last week, the price of Dogecoin (DOGE 11.56%) had crashed over 21%, as of 1:56 p.m. ET Thursday. The crypto sector has taken a beating all week, with few cryptocurrencies spared. Mounting pessimism While Dogecoin's network has never had much real-world utility, it is one of the original cryptocurrencies and to this day remains a top 10 cryptocurrency by market cap. Cryptocurrencies often move in tandem with the sector, which is heavily influenced by Bitcoin, the world's largest cryptocurrency by market cap. Bitcoin has been crushed as investors have begun to question whether the token is truly a hedge against currency debasement and inflation. Tech stocks have also struggled lately, and cryptocurrencies can trade in a correlated fashion with this sector as well. Expand CRYPTO : DOGE Dogecoin Today's Change ( -11.56 %) $ -0.01 Current Price $ 0.09 Key Data Points Market Cap $15B Day's Range $ 0.09 - $ 0.11 52wk Range $ 0.09 - $ 0.30 Volume 2.8B There's a possibility that investors are treating crypto like software stocks, which are selling off amid fears that artificial intelligence will significantly upend current software solutions and business models. Blockchain technology has been seen as one of the most innovative new technologies, so it's possible that crypto investors are worried about how future AI will affect it. Volatility is part of the game When investing in cryptocurrencies, one must be aware that this is an inherently volatile sector. Just like cryptocurrencies can soar quickly, they can also collapse quickly, too. While there may be some dip-buying opportunities in the crypto sector, I don't view Dogecoin as one of them. The token has long been a meme token, and its network offers no real-world utility, as far as I can tell.
Sundry Photography CrowdStrike ( CRWD ) continued to widen its losses for the seventh consecutive session amid a wider tech selloff. The stock was down 3.30% to $401.64 during afternoon trading. CRWD has lost over 11% in the past six sessions. On January 29, the stock ended 5.24% lower, further pressuring the company. The tech sector’s broad slump this week was triggered by a new legal tool from A...
Sundry Photography CrowdStrike ( CRWD ) continued to widen its losses for the seventh consecutive session amid a wider tech selloff. The stock was down 3.30% to $401.64 during afternoon trading. CRWD has lost over 11% in the past six sessions. On January 29, the stock ended 5.24% lower, further pressuring the company. The tech sector’s broad slump this week was triggered by a new legal tool from Anthropic's Claude large language model. AI developer Anthropic on Friday launched plug-ins for its Claude Cowork agent that automate tasks across legal, sales, marketing, and data analysis, a move that has raised concerns among traders and analysts about an impending AI-driven disruption to the data and professional services industry— sectors once viewed as key beneficiaries of the AI boom. Wedbush Securities’ Dan Ives has characterized the current moment as a “table pounder” time to buy oversold names like Salesforce ( CRM ), CrowdStrike ( CRWD ), Microsoft ( MSFT ), Oracle ( ORCL ), and ServiceNow ( NOW ). Seeking Alpha analyst Richard Durant reiterated a Hold rating for the stock last month, arguing that even as CrowdStrike’s fundamentals continue to strengthen, “its high revenue multiple creates downside risk and likely means that near-term returns will be fairly modest.” Overall, Seeking Alpha analysts have rated CRWD as Hold. SA’s Quant rating has also issued the same rating with a score of 3.09 out of 5. It has been graded A- for profitability and a D- for valuation. However, Wall Street analysts have a consensus rating of Buy for CRWD. More on CrowdStrike CrowdStrike: Growth Reaccelerating, But Valuation Still A Constraint CrowdStrike: Renewed Growth Meets Overstretched Valuations And Momentum - Minimal Margin Of Safety CrowdStrike: The Hidden Network Effect In Cybersecurity ‘We’re going to look back at this selloff as a table pounder time to own names' – Wedbush’s Dan Ives Microsoft, Palantir among Wedbush's 5 stocks to own amid 'Software Armageddon'
AppLovin (APP) has weathered short-seller storms before, rebounding from 2025 attacks by Fuzzy Panda, Culper Research, and Muddy Waters that questioned its financials and led to sharp but temporary drops of 12% to 20%. Those reports fizzled as the company pushed back and growth continued, with shares doubling over the year. However, the latest report from CapitalWatch, released last month, accuses...
AppLovin (APP) has weathered short-seller storms before, rebounding from 2025 attacks by Fuzzy Panda, Culper Research, and Muddy Waters that questioned its financials and led to sharp but temporary drops of 12% to 20%. Those reports fizzled as the company pushed back and growth continued, with shares doubling over the year. However, the latest report from CapitalWatch, released last month, accuses AppLovin of serving as a "digital laundromat" for transnational criminals, laundering billions through ad fees from illicit apps tied to Ponzi schemes and fraud rings. This one hit harder, sending shares down 32% in the week following the report. On Feb. 4, APP stock tumbled another 16% to around $385, but the slide doesn't seem directly linked to the money-laundering claims, which the company has vehemently denied as “false” and "conspiratorial." Instead, broader market fears are at play, signaling deeper troubles for the ad-tech player beyond activist investor noise. About AppLovin Stock AppLovin is a mobile technology firm that builds software platforms to help app developers market, monetize, analyze, and publish their content. Its core offerings include MAX, an in-app bidding tool for optimizing ad inventory; AppDiscovery for matching advertiser demand with publisher supply; Adjust for app marketing analytics; and Wurl for connected TV advertising and content distribution. Headquartered in Palo Alto, California, the company appears well-positioned for sustained growth through its end-to-end AI-driven solutions, expanding beyond mobile gaming into broader digital advertising and global audience scaling amid rising app economies. However, 2026 has been brutal so far, with shares down 43% year-to-date (YTD), well-underperforming the S&P 500's ($SPX) less than 1% loss . This follows a stellar 2025 where APP stock doubled on strong revenue growth. Valuation metrics paint a mixed picture: The trailing price-to-earnings (P/E) ratio stands at 56.9, above the software industry...
Today, McDonald's Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on March 17, 2026 to shareholders of record at the close of business on March 3, 2026. The Board of Directors of PepsiCo today declared a quarterly dividend of $1.4225 per share of PepsiCo common stock, a 5 percent increase versus the comparable year-earlier period. Today's action is ...
Today, McDonald's Board of Directors declared a quarterly cash dividend of $1.86 per share of common stock payable on March 17, 2026 to shareholders of record at the close of business on March 3, 2026. The Board of Directors of PepsiCo today declared a quarterly dividend of $1.4225 per share of PepsiCo common stock, a 5 percent increase versus the comparable year-earlier period. Today's action is consistent with PepsiCo's prior year, previously announced increase in its annualized dividend to $5.69 per share from $5.42 per share, which began with the June 2025 payment. This dividend is payable on March 31, 2026 to shareholders of record at the close of business on March 6, 2026. In addition, on February 3, 2026, PepsiCo announced a 4 percent increase in its annualized dividend, which is expected to begin with the June 2026 payment. PepsiCo has paid consecutive quarterly cash dividends since 1965, and 2026 marked the company's 54th consecutive annual dividend increase. The Board of Directors of Hershey today announced quarterly dividends of $1.452 on the Common Stock and $1.320 on the Class B Common Stock. The dividends were declared February 4, 2026, and are payable March 16, 2026, to stockholders of record as of February 17, 2026. It is the 384th consecutive regular dividend on the Common Stock and the 165th consecutive regular dividend on the Class B Common Stock. Intercontinental Exchange, a leading global provider of technology and data, announced board authorization of its first quarter 2026 dividend of $0.52 per share, up 8% from its previous $0.48 per share quarterly dividend in 2025. The first quarter cash dividend is payable on March 31, 2026 to stockholders of record as of March 17, 2026. The ex-dividend date is March 17, 2026. ICE expects the annual total dividend for 2026 to be $2.08 per share. Delta Air Lines' Board of Directors today declared a quarterly dividend of $0.1875 per share. The dividend is payable to shareholders of record as of the close of...
Japanese Prime Minister Sanae Takaichi will visit the White House on March 19, President Donald Trump said on Thursday, praising the Asian country’s first female leader ahead of weekend snap elections she is expected to win. Takaichi “has already proven to be a strong, powerful, and wise Leader, and one that truly loves her Country”, Trump wrote in a post on Truth Social as he announced her visit ...
Japanese Prime Minister Sanae Takaichi will visit the White House on March 19, President Donald Trump said on Thursday, praising the Asian country’s first female leader ahead of weekend snap elections she is expected to win. Takaichi “has already proven to be a strong, powerful, and wise Leader, and one that truly loves her Country”, Trump wrote in a post on Truth Social as he announced her visit next month. The United States and Japan have been working to strike a “very substantial” deal on trade, as well as collaborating on national security, Trump said, offering his “Complete and Total Endorsement”. Advertisement “Prime Minister Takaichi is someone who deserves powerful recognition for the job she and her Coalition are doing,” he added. Polls point to a resounding win in Sunday’s elections for Takaichi’s conservatives after a honeymoon start. Advertisement
Verizon Communications ( VZ ) shares rose 0.33% to $47.017 in the afternoon trade on Thursday, extending gains for a seventh consecutive session. The stock had gained about 19.28% between January 28 and February 04, compared to a 1.37% slide of the S&P 500 during the same period. Verizon shares have advanced amid earnings-related updates and capital return announcements. Shares surged around 12% o...
Verizon Communications ( VZ ) shares rose 0.33% to $47.017 in the afternoon trade on Thursday, extending gains for a seventh consecutive session. The stock had gained about 19.28% between January 28 and February 04, compared to a 1.37% slide of the S&P 500 during the same period. Verizon shares have advanced amid earnings-related updates and capital return announcements. Shares surged around 12% on January 30 after the company posted its quarterly results that beat analyst expectations. The telecom major reported stronger-than-expected subscriber additions in the fourth quarter, outlined up to $5 billion in operating expense savings , and provided 2026 guidance tied to its Frontier integration. The company also raised its dividend and authorized up to $25 billion in share buybacks, alongside disclosures pointing to improving wireless equipment revenues and higher broadband net additions. According to Seeking Alpha’s Quant Rating system, VZ is rated Hold, with a score of 3.48 out of 5, with grades of A+ in profitability but offset by a D- in growth. Turning to the Wall Street , 10 out of 25 analysts rate Verizon at Buy or higher, while 15 recommend Hold. Earlier this week, an analyst said Verizon’s 2026 outlook shows “flat wireless service revenue and 4–5% EPS growth, relying on $5B in cost cuts,” and adding that the company’s capital return plans are “funded by reduced capex and increased leverage, not organic growth,” warning that “cost-cutting and financial engineering mask a shrinking legacy business.” Shares are up around 18% in the past one month and have gained approximately 14.85% year-to-date . More on Verizon Verizon: Strong Momentum For 2026, Next Stop $50? Verizon Needs More Than A Stock Buyback Verizon: 'Winning Responsibly' Could Prove More Costly Than Expected Verizon sues T-Mobile over false ads, hyperbolic savings claims Verizon eyes replacements for consumer unit head Sampath amid exit rumors — FT
master1305/iStock via Getty Images Investment Overview - Understanding Gene Therapies Risk/Reward In my last note on Intellia Therapeutics ( NTLA ) for Seeking Alpha, at the beginning of December last year, I downgraded my rating on the gene therapy specialist's stock to Hold. I had formerly given stock Buy ratings in notes shared in August , and September , based on the promise of its two lead pr...
master1305/iStock via Getty Images Investment Overview - Understanding Gene Therapies Risk/Reward In my last note on Intellia Therapeutics ( NTLA ) for Seeking Alpha, at the beginning of December last year, I downgraded my rating on the gene therapy specialist's stock to Hold. I had formerly given stock Buy ratings in notes shared in August , and September , based on the promise of its two lead programs, lonvoguran ziclumeran, or lonvo-z, and nexiguran ziclumeran ("nex-z") - an overview of both assets is provided below, in a slide taken from Intellia's latest corporate presentation : Intellia's late-stage assets (presentation) News that the Lonvo-z Phase 3 study in hereditary angioedema was fully enrolled, shared in September last year, triggered a bull run on stock that lasted until late October, with shares reaching a value of ~$28, their highest value in ~18 months. Sadly, however, they tumbled in value shortly after, in response to news that a second patient in Intellia's Phase 3 MAGNITUDE study of nex-z with the heart disease Transthyretin ("ATTR") Amyloidosis with cardiomyopathy, or "ATTR-CM," had experienced grade 4 (life-threatening or disabling adverse events) liver transaminase elevations and increased total bilirubin. The patient passed away shortly after, and the FDA placed a clinical hold on the MAGNITUDE-2 study on 29th October. By the beginning of December, Intellia shares had reached a low of ~$8, illustrating the fine margins between success and failure in the gene editing space. On the one hand, the kind of therapies Intellia is working on - in vivo therapies that use CRISPR gene editing to inactivate genes that cause certain types of disease - have the ability to "functionally cure" patients after a single dose, leaving them symptom free for the remainder of their lives. On the other hand, any "off-target" activity could result in a patient experiencing life-threatening complications. I preached caution but also advised investors to "expect volati...
A poor night's sleep might leave you feeling like your eyelids have filled with lead—and keeping them open is the ultimate dead lift. But for some, bad sleep brings on eyelids so droopy and floppy that they can do curl ups on their own. That was the unfortunate case for a 39-year-old woman who sought care at an ophthalmology clinic in Brooklyn, New York. She told the doctors that for six weeks she...
A poor night's sleep might leave you feeling like your eyelids have filled with lead—and keeping them open is the ultimate dead lift. But for some, bad sleep brings on eyelids so droopy and floppy that they can do curl ups on their own. That was the unfortunate case for a 39-year-old woman who sought care at an ophthalmology clinic in Brooklyn, New York. She told the doctors that for six weeks she felt like she had something in her eyes, and they were watery. By the time of her appointment, her eyelids had rolled up, flipping inside-out on their own—and were staying that way. In the latest issue of the New England Journal of Medicine, doctors report her eye-opening case —and its unexpected solution. (You can see images of her eyelids—flipped and recovered— here . The images may seem graphic to some, but they are not much worse than that kid in elementary school who would flip their eyelids just to freak everyone out for laughs. You know the one.) Read full article Comments
Earnings Call Insights: Essex Property Trust (ESS) Q4 2025 Management View Angela Kleiman, President and CEO, highlighted that "full year same-store revenue growth at the high end and FFO per share growth above the midpoint of our guidance range" was achieved, attributing this to coordination between property operations and corporate teams, including notable "other income growth and improving deli...
Earnings Call Insights: Essex Property Trust (ESS) Q4 2025 Management View Angela Kleiman, President and CEO, highlighted that "full year same-store revenue growth at the high end and FFO per share growth above the midpoint of our guidance range" was achieved, attributing this to coordination between property operations and corporate teams, including notable "other income growth and improving delinquency recovery to near pre-COVID levels." Northern California outperformed expectations due to "expansion in the technology sector, favorable migration trends and limited housing supply," with rent growth across most markets outpacing the U.S. average. "Occupancy increased by 20 basis points sequentially to 96.3% and concessions averaged approximately one week," noted Kleiman, while Los Angeles delivered the best occupancy improvement, rising 70 basis points sequentially. In the investment market, Kleiman reported "$12.6 billion of non-portfolio institutional multifamily transactions in 2025, a substantial increase of 43% compared to 2024," adding that Essex was "the largest investor in Northern California over the past two years." CFO Barb Pak stated, "We are pleased with our fourth quarter and full year results as we were able to achieve same property revenue growth of 3.3%, which was at the high end of our most recent guidance range and 30 basis points ahead of our original projections for the year." Pak also emphasized that "we forecast 3% same property expense growth at the midpoint, which is the lowest rate of expense growth we have seen in several years," and that "insurance costs to be down around 5% on a year-over-year basis." Outlook Essex's 2026 guidance projects a full year same-property revenue growth midpoint of 2.4%, with three key drivers: "earn-in based on our 2025 results will contribute 85 basis points to growth," "blended lease rate growth of 2.5% at the midpoint," and a "30 basis points contribution from other income." "We expect 2026 core FFO per sha...