Novo Nordisk is predicting a 13% drop in sales in 2026. As the company’s patents on Ozempic expire, could cheaper, generic versions give the company a run for its money? Big Take host David Gura talks to Bloomberg reporters Naomi Kresge and Amber Tong about what comes next. (Source: Bloomberg)

TD Cowen Keeps Buy on Microsoft (MSFT) Despite Softer Azure Growth Insider Monkey

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. The S & P 500 and Nasdaq were sinking for the third straight session as the rotation out of tech and into the less flashy areas of the market persisted. The S & P 500 's 1% decline on Thursday put the index in the red year to date. The Nasdaq 's 1.4% drop put the index deeper in negative territory in 2026. Very little was working — bitcoin and silver were cratering and investors were buying bonds for safety. For the Club, stocks tied to the consumer and health care were working in our diversified portfolio. Bristol Myers Squibb , which reported a nice beat and raise , led the way for us with a nearly 3.5% stock advance. Procter & Gamble was also among Club gainers again, up 1% on the session. Not surprisingly, Salesforce was down another 4.5%. Enterprise software stocks have been crushed recently on worries that companies will be able to use artificial intelligence tools to create platforms that they previously paid an enterprise software like Salesforce to do. They had tried to make a recovery until Anthropic launched its latest AI model, which is shown to be good at coding. Alphabet shares were still down more than 1.5% in afternoon trading, but were way off the day's lows. That stock should never have been punished like it was earlier Thursday because the company Wednesday evening delivered on pretty much everything that we care about — namely, a great quarter, with strong cloud growth, showing its massive AI spending is making a difference. Boeing shares were higher in Thursday's down market after Bloomberg reported that the aircraft maker and rival Airbus have been in talks with Saudi Arabia's flagship carrier for a record-breaking jet order. The airline wants to purchase at least 150 widebody and narrowbody jets from the two. Saudia is still studying models from both Boeing and Airbus, but h...

Key Points Nio expects its first quarter of operating profit, excluding share-based compensation. The company isn't expected to report its full financial results until mid-March. Analyst upgrades or increased price targets may follow. 10 stocks we like better than Nio › Chinese electric vehicle (EV) maker Nio (NYSE: NIO) provided investors with a surprise update today, and the stock surged in response. Specifically, the company provided "a profit alert for the fourth quarter of 2025." Shares jumped by more than 10% and were still up 10% as of 2:14 p.m. ET. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » A first for Nio Nio's alert said the company now expects to achieve its first-ever adjusted profit from operations in the fourth quarter. The range of $100 million to $172 million was also impressive, as it represents a solidly profitable operating quarter, excluding share-based compensation expenses. It seems likely that, in response to the surprise announcement, analyst predictions for Nio stock will soon shift to the upside. Nio cited "sustained growth in sales volume in the fourth quarter of 2025" and "the optimization of vehicle margin driven by a favorable product mix" as the drivers of the positive news. It also noted ongoing cost reduction and optimization efforts to achieve the milestone. Nio's EV deliveries have been soaring. December deliveries were a record 48,135 units, and a typically slower January notched a 96% jump versus January 2025. If the company has turned the corner on a sustainable path to profitability, investors could continue to bid up the stock. Should you buy stock in Nio right now? Before you buy stock in Nio, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nio wasn’t one o...

EXL Global virtual event to feature Jon McNeill, former Tesla president, EXL leaders and industry experts sharing insights and real-world examples of AI in enterprise workflows NEW YORK, Feb. 05, 2026 (GLOBE NEWSWIRE) -- EXL [NASDAQ: EXLS], a global data and AI company, announced AI in Action 2026, its flagship global virtual event designed to help enterprises move beyond experimentation and scale AI to drive measurable business value. The event will take place across regions on March 11 (Americas), March 18 (EMEA) and March 24 (APAC). AI in Action will feature a keynote on innovation, disruption and business value with EXL’s Chairman and Chief Executive Officer Rohit Kapoor and Jon McNeill, former president of Tesla, Inc. and chief operating officer of Lyft and current chief executive officer and co-founder of DVx Ventures. Designed for CXOs, CIOs, CTOs and technology and data executives, AI in Action will address some of the biggest obstacles preventing businesses from unlocking the full value of their AI investments including embedding AI into existing workflows and data management processes, making data AI-ready and orchestrating multiple AI agents. “While pilots and proofs of concepts are an important first step, AI’s true potential is unlocked when it becomes part of how work gets done every day, not a bolt-on or a point solution,” said Kapoor. “The real impact comes from selecting the workflows that matter most, reimagining them for the AI era and embedding intelligence at scale. AI in Action is about moving from ambition to execution. We’re bringing together domain expertise, data and AI to show enterprises how to redesign workflows, govern AI responsibly and turn innovation into lasting business value.” In addition to the keynote, the agenda will also feature specialized sessions focused on redesigning AI-driven workflows, AI for data management and AI-enabled analytics to accelerate decision-making across the enterprise. Attendees will gain hands-on exposu...

Silver’s decline far outpaced that of gold on Thursday, with its sharp price losses leading to a turn lower for the week, even as gold looked to recover much of what it had lost during the recent downturn for precious metals.

Image source: The Motley Fool. Tuesday, October 29, 2024 at 10:30 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Albert Bourla Chief Financial Officer and Executive Vice President — Dave Denton Chief Scientific Officer and President, Worldwide Research, Development and Medical — Mikael Dolsten Chief Oncology Officer and Executive Vice President — Chris Boshoff Chief Commercial Officer and Executive Vice President — Alexandre de Germay TAKEAWAYS Total Company Revenues -- $17.7 billion, reflecting 32% operational growth; includes PAXLOVID revenue of $2.7 billion and COMIRNATY revenue of $1.4 billion. -- $17.7 billion, reflecting 32% operational growth; includes PAXLOVID revenue of $2.7 billion and COMIRNATY revenue of $1.4 billion. Non-COVID Product Revenues -- $13.6 billion, achieving 14% operational growth driven by key therapy areas and recent launches. -- $13.6 billion, achieving 14% operational growth driven by key therapy areas and recent launches. Oncology Revenue Growth -- 31% year over year, with strong performances from both legacy Seagen and legacy Pfizer PFE +0.28% ) -- 31% year over year, with strong performances from both legacy Seagen and legacy XTANDI Sales Growth -- Up 28%, driven by increased demand in advanced prostate cancer indications. -- Up 28%, driven by increased demand in advanced prostate cancer indications. TALZENNA Sales Growth -- 77% growth in the quarter, accelerated by positive Phase III TALAPRO data in combination with XTANDI for metastatic castration-resistant prostate cancer. -- 77% growth in the quarter, accelerated by positive Phase III TALAPRO data in combination with XTANDI for metastatic castration-resistant prostate cancer. LORBRENA Operational Growth -- 31% in thoracic cancer, with expanded first-line usage following five-year CROWN trial data. -- 31% in thoracic cancer, with expanded first-line usage following five-year CROWN trial data. BRAFTOVI/MEKTOVI Combination Growth -- 32% year over year, mainly from ...

KKR said it agreed to acquire sports and secondaries investor Arctos Partners in a transaction valuing the company at $1.4 billion plus as much as $550 million in future equity. Arctos manages about $15 billion, according to a separate statement. KKR expects the Arctos deal to close in the second quarter and to scale to a $100 billion business over time. Bloomberg's Dani Burger speaks with KKR CFO Robert Lewin and Arctos CEO Ian Charles on 'Bloomberg Markets.' CORRECT: Live airing of this interview contained an on-air graphic that misquoted KKR CFO Robert Lewin. This video updates the graphic to make clear that Lewin said it is "unlikely you are going to see us do a ton more strategic M&A." (Source: Bloomberg)

Arm CEO Rene Haas says the company’s data center business is “exploding” and that it might soon play a larger role than handsets for the company. Haas joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)

New York, Feb 5, 2026, 14:51 EST — Regular session Intel shares climbed roughly 0.6% in afternoon trading following a volatile session. Investors are weighing a fresh data-center GPU surge amid a bleak sentiment in Big Tech Keep an eye on workstation chip availability in late March and Intel’s upcoming earnings report date Intel (INTC.O) shares ticked up 0.6% to $48.89 Thursday afternoon, having fluctuated between $46.80 and $50.82 in a volatile session. Despite the swings, the stock held up stronger than many in the U.S. tech sector. This move is crucial as Intel pushes investors to buy into a bolder vision: greater stakes in the hardware behind artificial intelligence and bolstered credibility as a contract chipmaker. These are the arenas where the market has shown swift rewards — and harsh penalties when deadlines falter. This week’s chatter hit an awkward note. Investors are growing wary of just how big AI spending plans might get, fearing the payoff could stretch out longer than expected. Even chipmakers and infrastructure providers aren’t immune to concerns about drawn-out returns instead of quick profits. Intel CEO Lip-Bu Tan stirred the pot Tuesday by announcing plans to develop graphics processing units, or GPUs — a market dominated by Nvidia. He also revealed the company has brought on a chief GPU architect. “It’s tied in with the data center,” Tan told Reuters, framing the move as a direct challenge to Nvidia’s stronghold in that space. 1 SoftBank Corp. revealed that its fully owned unit SAIMEMORY inked a collaboration deal with Intel on Feb. 2 to push forward “Z-Angle Memory,” a next-gen memory tech promising high capacity, bandwidth, and energy efficiency. The two aim to roll out prototypes by the fiscal year ending March 31, 2028, targeting commercial release in FY2029. 2 Intel took the opportunity this week to highlight new products. On Feb. 2, it unveiled its Xeon 600 processors aimed at client workstations, with availability through partners set for...

Nvidia stock wobbles as AI spending jitters return — what NVDA traders are watching next TechStock²

Key Points The Trade Desk's CFO left after just five months on the job. As a demand-side platform for advertisers, the company is facing competitive pressure from Amazon. Shares are down big, but they are still not cheap. 10 stocks we like better than The Trade Desk › Shares of The Trade Desk (NASDAQ: TTD) fell 20% last month, according to data from S&P Global Market Intelligence. As an advertising demand-side platform (DSP), the company is struggling to compete with large technology players for advertising dollars in the connected TV (CTV) market and just saw its CFO depart. Shares of the stock are down 81% from all-time highs as of this writing on February 5th, 2026. Here's why The Trade Desk was down again last month, and whether it is a buy right now. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » A quick CFO departure The Trade Desk's business was already under pressure. And then, its CFO decided to leave after only five months on the job. On Monday, January 26th, The Trade Desk issued a press release stating that its prior CFO -- second in command at the business -- Alex Kayyal had resigned effective January 24th. A few items stand out as suspicious in this release. First, Kayyal had only been on the job for five months. Second, the resignation was handed in on a Saturday, an atypical time to make a decision like this. Third, it had nothing to do with the business's financial performance, as the company reiterated its fourth-quarter guidance. This indicates that Kayyal was let go for non-financial performance, which has investors nervous about executive culture at the business. At the same time the CFO chair keeps rotating, The Trade Desk is facing a slowdown in revenue growth. Revenue was up just 18% year over year last quarter for the advertising DSP, slower growth than its competitor, Amazon. Amazon has made a large push to build a DSP ...

Donald Trump has watered down his criticism of the UK’s plan to hand the Chagos Islands back to Mauritius, saying the deal was the “best” Keir Starmer could make. The US president had described ceding sovereignty of the British Indian Ocean Territory, which includes the Diego Garcia military base, as an “act of great stupidity” only last month. He also claimed the deal was one of many “national security reasons” why the US should acquire Greenland. Under the deal, Britain would cede control over the islands to Mauritius but lease the largest, Diego Garcia, for 99 years to continue operating a joint US-UK military base there. Trump endorsed the handover when Starmer visited the White House last year. But posting on Truth Social last month, Trump wrote: “There is no doubt that China and Russia have noticed this act of total weakness. “The UK giving away extremely important land is an act of GREAT STUPIDITY, and is another in a very long line of National Security reasons why Greenland has to be acquired.” But after a “very productive” phone call with Starmer on Tuesday, Trump appeared to backtrack to a position of approval for the deal. The US president wrote on Truth Social that Diego Garcia was “strategically situated in the middle of the Indian Ocean and, therefore, of great importance to the National Security of the United States”. He added that US military operations have succeeded over the past year “because of the strength of our warfighters, modern capability of our equipment and, very importantly, the strategic location of our Military Bases. “I understand that the deal Prime Minister Starmer has made, according to many, the best he could make.” But Trump added: “If the lease deal, sometime in the future, ever falls apart, or anyone threatens or endangers U.S. operations and forces at our Base, I retain the right to Militarily secure and reinforce the American presence in Diego Garcia. “Let it be known that I will never allow our presence on a Base as importan...

Image source: The Motley Fool. Tuesday, April 29, 2025 at 8:30 a.m. ET Call participants Board Co-Chair, Co-Founder, President, and Chief Executive Officer — Dr. Leonard Schleifer Board Co-Chair, Co-Founder, President, and Chief Scientific Officer — Dr. George Yancopoulos Executive Vice President of Commercial — Marion McCourt Executive Vice President and Chief Financial Officer — Chris Fenimore Vice President of Investor Relations — Ryan Crowe Takeaways EYLEA U.S. Net Sales -- $736 million, down 39% year over year and down 38% sequentially from Q4 2024, driven by a 14% decrease in physician unit demand and normalization of wholesale inventory levels. -- $736 million, down 39% year over year and down 38% sequentially from Q4 2024, driven by a 14% decrease in physician unit demand and normalization of wholesale inventory levels. EYLEA HD U.S. Net Sales -- $307 million, up 54% year over year and flat sequentially, with a 5% increase in physician unit demand offset by modest wholesaler inventory drawdown. -- $307 million, up 54% year over year and flat sequentially, with a 5% increase in physician unit demand offset by modest wholesaler inventory drawdown. Dupixent Global Net Sales -- $3.7 billion, representing 20% growth year over year on a constant currency basis, with U.S. net sales at $2.6 billion, up 19%. -- $3.7 billion, representing 20% growth year over year on a constant currency basis, with U.S. net sales at $2.6 billion, up 19%. Libtayo U.S. Net Sales -- $193 million, reflecting 21% year-over-year growth, while global net sales reached $285 million, up 8% year over year on a constant currency basis. -- $193 million, reflecting 21% year-over-year growth, while global net sales reached $285 million, up 8% year over year on a constant currency basis. Anti-VEGF Category Share -- EYLEA HD and EYLEA captured a combined 41% of the U.S. anti-VEGF category, maintaining market leadership despite low-cost Avastin increasing its share by 6 percentage points to 32%. -- EY...

格隆汇2月6日｜美国白宫：美国总统特朗普与保险公司的会晤将会举行；暂未确定时间。

Key Points Its shares have taken a hit in recent days. The threat of a credit card interest rate cap hangs over its head. 10 stocks we like better than American Express › Across 2025, American Express (NYSE: AXP) stock convincingly outperformed the broader market, rising by almost 25% compared with the S&P 500 index's 16% gain. Early in the new year, however, that dynamic was flipped, with Amex stock going negative and the index bumping slightly higher. The big change was President Donald Trump's rather-out-of-the-blue demand to set a 10% cap on the interest rates credit card issuers charge their customers. Since Amex is a massive issuer, investors became spooked about the potential damage to the company. I think this was an overreaction, and the market's sell-off makes it a bargain. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Berkshire Hathaway was a big buyer It's no accident that Amex has been a foundational holding in the equity portfolio of Warren Buffett's Berkshire Hathaway for decades. The celebrated investor -- who stepped down from Berkshire Hathaway recently -- has always liked a moat, and he favors companies that not only post high margins year after year but also manage to grow at admirable rates. Amex checks all those boxes. And its Centurion Card (aka the Black Card) has been considered the ultimate credit product for many years. That, married with the company's always competitive Membership Rewards loyalty program, gives Amex a very defensible moat, even in the crowded credit card business. Additionally, Amex distinguishes itself from card giants Mastercard and Visa by being a "closed loop" company. This means it is both the issuer of the credit denoted by its plastic and the processor of transactions made with it. Mastercard and Visa are "open loop" operators, meaning they ope...

Tesla Filings Reveal Possible New Roadster Logos Business Insider

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Getty Images To say that I expected the veritable whirlwind that has been US healthcare during 2025 is, of course, a step too far. No one has clairvoyance. My neutral rating on Cigna ( CI ), which I gave in December 2024 and which was following a significant, deep drop, instead has to do with what I tend to crow about from morning to evening on Seeking Alpha - valuation. I'm sure many of you are a bit exhausted with my focus on price and valuation/upside and the relationship of these factors, but I will argue in this article that Cigna is an excellent example of a downside or flat performance that I completely avoided entirely due to my valuation focus. Seeking Alpha Cigna Valuation Returns The lion's share of articles following that one in 2024-2025 have all been positive, with only one out of fifteen being at a "HOLD." That is a very strong bullish conviction that, in the end, underperformed. You can, of course, make the argument that if you had gone contrary to my rating and sold a few months after , and that's of course true. If that's what you have done, then you've obviously performed well. But tendentially, most following Cigna have viewed it as a sort of longer-term attractive play. That, I believe, the company is decidedly not at that previous price , nor is it necessarily that here. In this piece, I will give an update on US health insurance. Why has Cigna underperformed - is it likely to continue to underperform, and what risks do I see? What upsides do I see? These are questions that I will answer in this article, and I hope you will find them of some value for your own investment goals. With that said, we have recent results today (Thursday, the 5th of February), but I will be starting with more of an industry update. Cigna - Upside is Lower Than You Think That we have seen a major correction or adjustment in expectations for US healthcare companies is indisputable here. 6 months ago, analysts expected 2026 to come in at 11-12% AEPS growth, followed by ...

Andrew Harnik/Getty Images News Apple ( AAPL ) CEO Tim Cook has told employees of the tech giant that he will lobby U.S. lawmakers on the country's current approach to immigration, Bloomberg reported. “I’ve heard from some of you that don’t feel comfortable leaving your homes,” Cook said during an all-hands meeting on Thursday, according to the news outlet . “No one should feel this way. No one.” Apple shares were fractionally higher on Thursday. Cook, who said last month that he was “heartbroken” by the events that happened in Minnesota, pointed out that the iPhone maker has many employees across the U.S. that are “some form of visa.” “For as long as I can remember, we have been a smarter, wiser, more innovative company because we’ve attracted the best and brightest from all corners of the world,” Cook added. “I am going to continue to lobby lawmakers on this issue. You have my word on that.” “Every person deserves to be treated with dignity and respect,” Cook also said during the meeting. “No matter where they come from.” Cook also discussed the company's artificial intelligence efforts and teased upcoming devices during the meeting. Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on Apple Apple: The Pros And Cons Of Investing Right Now - Downgrading To Hold Apple: Capital-Light AI Arbitrage Ignites iPhone Supercycle Alpha The iPhone 17 Changed Everything For Apple - See China (Rating Upgrade) ‘We’re going to look back at this selloff as a table pounder time to own names' – Wedbush’s Dan Ives Apple Ads, Apple Maps should not be designated under Digital Markets Act, EU says

Apple CEO tells staff he will lobby lawmakers on immigration: report (AAPL:NASDAQ) Seeking Alpha

Image source: The Motley Fool. Feb. 4, 2025 at 10:30 a.m. ET Call participants Chairman and Chief Executive Officer — Albert Bourla Chief Financial Officer and Executive Vice President — David M. Denton Chief Investor Relations Officer — Francesca M. DeMartino Chief Commercial Officer — Aamir Malik Chief Strategy and Innovation Officer — Andrew Simon Baum Chief Commercial Officer, International — Alexandre de Germay Chief Development Officer, Oncology — Chris Boshoff Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $14.7 billion, up 10% operationally; growth driven by both U.S. and international performance, partially offset by an $825 million headwind from IRA Medicare Part D redesign manufacturer discounts. -- $14.7 billion, up 10% operationally; growth driven by both U.S. and international performance, partially offset by an $825 million headwind from IRA Medicare Part D redesign manufacturer discounts. Adjusted Diluted EPS -- $0.78, above internal expectations, primarily due to top-line strength and cost management. -- $0.78, above internal expectations, primarily due to top-line strength and cost management. Reported Diluted EPS -- $0.51, reflecting operations and tax factors. -- $0.51, reflecting operations and tax factors. Adjusted Gross Margin -- Approximately 76% for the quarter, reflecting product mix excluding Comirnaty's 50-50 profit split with BioNTech. -- Approximately 76% for the quarter, reflecting product mix excluding Comirnaty's 50-50 profit split with BioNTech. Adjusted Operating Expenses -- $5.8 billion, an 8% operational decrease; SI&A expenses fell 8% from reduced marketing spend, and R&D fell 9% due to pipeline optimization with reinvestment expected later. -- $5.8 billion, an 8% operational decrease; SI&A expenses fell 8% from reduced marketing spend, and R&D fell 9% due to pipeline optimization with reinvestment expected later. Dividend Return -- $4.9 billion returned to shareholders through the first ha...

Microsoft Corporation (NASDAQ:MSFT) is included among the 15 Best Wide Moat Dividend Stocks to Invest in. TD Cowen Keeps Buy on Microsoft (MSFT) Despite Softer Azure Growth Pixabay/Public Domain On January 29, TD Cowen trimmed its price recommendation on Microsoft Corporation (NASDAQ:MSFT) to $610 from $625. It kept a Buy rating on the stock. The firm pointed to softer Azure growth, though guidance held up. Demand continues to exceed supply, forcing Microsoft to carefully manage capacity across first-party inference, internal R&D, and Azure services. The latest quarter showed why expectations remain high. Microsoft posted $81.3 billion in revenue, up 17% year over year and nearly $1 billion ahead of forecasts. Earnings per share came in at $4.14, up 24% and $0.22 above estimates. Net income stood out, jumping 60% to $38.5 billion. Margins dipped slightly as spending increased, but cash generation remains strong. Xbox Content and Services was the only segment to post a decline, down 5% for the quarter. One number that keeps coming up in conversations is backlog. Microsoft now has $625 billion in future contracted revenue. That figure usually signals strength, but there is a wrinkle. About $281 billion of that backlog is tied to OpenAI. Cloud services are not like digital platforms, where capacity scales easily. Every new Azure customer requires real infrastructure, real power, and real space. Right now, Microsoft is running into limits. Demand is ahead of available capacity, which helps explain the large backlog. It is a good problem in one sense, though it does place a ceiling on how fast Azure can grow in the near term. Even so, Azure revenue still rose 39% in the quarter. Growth may cool from here, but at Microsoft’s scale, that pace remains meaningful. Microsoft Corporation (NASDAQ:MSFT) develops and supports software, services, devices, and technology solutions across enterprise, consumer, and cloud markets. While we acknowledge the potential of MSFT as an inves...

Microsoft Corporation (NASDAQ:MSFT) is included among the 15 Best Wide Moat Dividend Stocks to Invest in. TD Cowen Keeps Buy on Microsoft (MSFT) Despite Softer Azure Growth Pixabay/Public Domain On January 29, TD Cowen trimmed its price recommendation on Microsoft Corporation (NASDAQ:MSFT) to $610 from $625. It kept a Buy rating on the stock. The firm pointed to softer Azure growth, though guidance held up. Demand continues to exceed supply, forcing Microsoft to carefully manage capacity across first-party inference, internal R&D, and Azure services. The latest quarter showed why expectations remain high. Microsoft posted $81.3 billion in revenue, up 17% year over year and nearly $1 billion ahead of forecasts. Earnings per share came in at $4.14, up 24% and $0.22 above estimates. Net income stood out, jumping 60% to $38.5 billion. Margins dipped slightly as spending increased, but cash generation remains strong. Xbox Content and Services was the only segment to post a decline, down 5% for the quarter. One number that keeps coming up in conversations is backlog. Microsoft now has $625 billion in future contracted revenue. That figure usually signals strength, but there is a wrinkle. About $281 billion of that backlog is tied to OpenAI. Cloud services are not like digital platforms, where capacity scales easily. Every new Azure customer requires real infrastructure, real power, and real space. Right now, Microsoft is running into limits. Demand is ahead of available capacity, which helps explain the large backlog. It is a good problem in one sense, though it does place a ceiling on how fast Azure can grow in the near term. Even so, Azure revenue still rose 39% in the quarter. Growth may cool from here, but at Microsoft’s scale, that pace remains meaningful. Microsoft Corporation (NASDAQ:MSFT) develops and supports software, services, devices, and technology solutions across enterprise, consumer, and cloud markets. While we acknowledge the potential of MSFT as an inves...

Microsoft Corporation (NASDAQ:MSFT) is included among the 15 Best Wide Moat Dividend Stocks to Invest in. TD Cowen Keeps Buy on Microsoft (MSFT) Despite Softer Azure Growth Pixabay/Public Domain On January 29, TD Cowen trimmed its price recommendation on Microsoft Corporation (NASDAQ:MSFT) to $610 from $625. It kept a Buy rating on the stock. The firm pointed to softer Azure growth, though guidance held up. Demand continues to exceed supply, forcing Microsoft to carefully manage capacity across first-party inference, internal R&D, and Azure services. The latest quarter showed why expectations remain high. Microsoft posted $81.3 billion in revenue, up 17% year over year and nearly $1 billion ahead of forecasts. Earnings per share came in at $4.14, up 24% and $0.22 above estimates. Net income stood out, jumping 60% to $38.5 billion. Margins dipped slightly as spending increased, but cash generation remains strong. Xbox Content and Services was the only segment to post a decline, down 5% for the quarter. One number that keeps coming up in conversations is backlog. Microsoft now has $625 billion in future contracted revenue. That figure usually signals strength, but there is a wrinkle. About $281 billion of that backlog is tied to OpenAI. Cloud services are not like digital platforms, where capacity scales easily. Every new Azure customer requires real infrastructure, real power, and real space. Right now, Microsoft is running into limits. Demand is ahead of available capacity, which helps explain the large backlog. It is a good problem in one sense, though it does place a ceiling on how fast Azure can grow in the near term. Even so, Azure revenue still rose 39% in the quarter. Growth may cool from here, but at Microsoft’s scale, that pace remains meaningful. Microsoft Corporation (NASDAQ:MSFT) develops and supports software, services, devices, and technology solutions across enterprise, consumer, and cloud markets. While we acknowledge the potential of MSFT as an inves...

格隆汇2月6日｜据知情人士透露，英国石油(BP.N)正在寻找合作伙伴，以帮助提升位于中东地区一处最古老油田的产量，并共同分担部分成本。知情人士称，伊拉克基尔库克油田的潜在投资者寻觅工作已经在进行中。任何协议的达成时间尚不确定，其中一人表示，预计这一过程将持续到明年。大型石油公司正重新对伊拉克表现出浓厚兴趣。伊拉克拥有丰富的原油资源，其开采过程往往比中东以外的地区更为简便且成本更低。与此同时，英国石油公司正寻求在石油和天然气生产领域实现更多国际增长，从而放弃了此前五年对清洁能源和净零排放的追求。

AMD Confirms Steam Machine Ships Early 2026 as Next Xbox SoC Readies for 2027 Launch extremetech.com

Earnings Call Insights: Qiagen N.V. (QGEN) Q4 2025 Management View Thierry Bernard, CEO, stated that "QIAGEN continued to perform and delivered a solid finish to '25 with results in the fourth quarter, again above outlook." Bernard highlighted that net sales were $540 million in the fourth quarter, growing 1% at CER, while adjusted diluted EPS reached $0.62 at constant exchange rates, both exceeding the company’s outlook. For the full year, net sales were $2.09 billion, up 5% at CER, and adjusted diluted EPS increased to $2.40 at CER. Bernard emphasized, "across our growth pillars, Sample technologies, QuantiFERON, QIAstat, QIAcuity and QIAGEN Digital Insights, they all achieved combined sales of $1.49 billion at CER in '25, delivering 8% growth at CER again." He also noted the completed acquisition of Parse Biosciences, which extended sample technologies into single cell analysis. Bernard reflected on operational improvements: "For 2025, our adjusted operating income margin increased 80 basis points to 29.5%, reflecting continued efficiency gains across the business." Free cash flow was $453 million, supporting business investment and shareholder capital returns, including more than $1.1 billion returned since 2024 and the introduction of an annual dividend. Bernard announced a Supervisory Board change: Mark Stevenson joined in January, while Ross Levine stepped down but will continue as Chair of the Scientific Advisory Board. Roland Sackers, CFO, stated, "We delivered solid results with sales for '25 at the high end of our outlook with continued strength in consumables and our growth pillars amid a cautious funding and capital spending environment." Sackers also emphasized margin expansion and disciplined capital deployment, referencing the $500 million share repurchase completed in January 2026. Outlook Sackers provided 2026 guidance: "For the full year '26, we are initiating an outlook for sales growth of at least 5 percentage points CER and adjusted earnings pe...

Earnings Call Insights: Tradeweb Markets Inc. (TW) Q4 2025 Management View CEO William Hult highlighted that Tradeweb achieved its best revenue year and quarter in company history, surpassing $2 billion in annual revenue for the first time. Hult stated, "Our 2025 performance continues our seventh consecutive year as a public company, producing double-digit revenue growth and the 26th consecutive year of record annual revenues." He emphasized strong momentum in electronic trading expansion, particularly in areas previously dominated by manual processes, and noted significant advances in digital asset infrastructure, stating, "We have made significant strides alongside our key partners in moving digital assets from something built on a whiteboard to a real advancement in market infrastructure." Hult reported that "rates produced a record revenue quarter, driven by continued organic growth across swaps, global government bonds and mortgages," and that money markets revenue growth was propelled by record revenues in global repos. The CEO also pointed to nearly 10% growth in equities, over 90% growth in other revenues due to scaling digital asset initiatives, and strong international expansion, with Asian client revenues up over 35% and European client revenues up over 25%. Hult stated that Tradeweb completed the first ever fully electronic bilateral swaptions and U.S. multi-asset package trade across the swaps market, launched the first electronic platform for Saudi Royal bonds and Mexican repos, and achieved record market share in electronic institutional U.S. treasuries. CFO Sara Furber reported, "this quarter, we saw record revenues of $521 million that were up 12.5% year-over-year on a reported basis." Furber added, "We earned $6.6 million from our commercial relationship with the Canton network from our role as a Super Validator on the network, where we are compensated in Canton Coins." She also noted, "2025 annual adjusted EBITDA margin of 54% increased by 64 basi...

Earnings Call Insights: NetScout Systems, Inc. (NTCT) Q3 2026 Management View Anil Singhal, Co-Founder, Chairman, President & CEO, stated that "our third quarter fiscal year 2026 revenue and earnings results were ahead of expectations. These results were enhanced by certain product orders and service renewal that had been anticipated for the fourth quarter as customers use their remaining calendar year-end budgets." He highlighted that growth was seen across both Cybersecurity and Service Assurance offerings, and announced an increase in the midpoint of the company's top and bottom line outlook for fiscal year 2026. Singhal emphasized product innovation, mentioning the "recently released Omnis AI sensor and AI streamer" and the upcoming "nGenius Edge Sensor 795," which reflect NETSCOUT's expansion in remote site observability and next-generation WiFi. The CEO highlighted industry recognition, including awards for the Omnis Cyber Intelligence platform and NETSCOUT's position as Frost & Sullivan's 2025 Global Company of the Year in network monitoring. Notable customer wins were cited, including a "mid-7-figure order in our Service Assurance area from a new customer within the insurance industry" and "two additional mid- to high 7-figure deals in Europe with existing customers" for Cybersecurity solutions. Anthony Piazza, Executive VP & CFO, stated, "total revenue for the third quarter was $250.7 million, which was relatively consistent with the same period last year at $252 million and ahead of our outlook provided last quarter." Outlook NETSCOUT raised the midpoint of its fiscal year 2026 revenue and non-GAAP earnings per share outlook ranges. Revenue is now expected to be in the range of $835 million to $870 million, representing 3.6% year-over-year growth at the midpoint. Non-GAAP earnings per diluted share are forecasted between $2.37 and $2.45. Piazza commented, "This outlook reflects our solid execution, the continued demand for our solutions and the resilience ...