Buy-now-pay-later company Affirm beat second quarter revenue expectations from Wall Street but offered what some analysts thought was conservative guidance. Affirm CEO Max Levchin joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)
Buy-now-pay-later company Affirm beat second quarter revenue expectations from Wall Street but offered what some analysts thought was conservative guidance. Affirm CEO Max Levchin joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)
This article first appeared on GuruFocus. Release Date: February 06, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Coty Inc (NYSE:COTY) is focusing on its most iconic brands like CoverGirl and Rimmel, which have shown early signs of improvement. The company is streamlining its innovation bundles to avoid overcrowding shelv...
This article first appeared on GuruFocus. Release Date: February 06, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Coty Inc (NYSE:COTY) is focusing on its most iconic brands like CoverGirl and Rimmel, which have shown early signs of improvement. The company is streamlining its innovation bundles to avoid overcrowding shelves and improve sellout velocity. Coty Inc (NYSE:COTY) is reallocating resources to digital marketing and AI, aiming for significant cost reductions in asset creation. The company is investing in new channels like Amazon and TikTok, which have shown promising results and halo effects on other sales channels. Coty Inc (NYSE:COTY) is planning to launch significant initiatives in its Prestige segment, including a big Calvin Klein female initiative and a Marc Jacobs beauty launch. Negative Points Coty Inc (NYSE:COTY) has been underperforming the market in the last 18 months, with a need to regain market share and sellout growth. The consumer beauty segment is facing challenges, with a need for significant operational discipline and a focus on sellout rather than just selling. The company is experiencing gross margin pressure due to high promotional activity, tariffs, and unfavorable foreign exchange rates. Coty Inc (NYSE:COTY) is dealing with fixed cost under absorption due to lower volumes, particularly in its cosmetic brands. The company acknowledges that its recent financial performance has not met expectations, and improvements will take time. Q & A Highlights Q: Markus, can you give us more color on the future performance improvement plan for consumer beauty and its potential impacts on sales? A: Markus Strobel, Executive Chairman of the Board and Interim CEO, explained that Coty is focusing on its most iconic assets like CoverGirl and Rimmel to drive sellout growth and market share. They are streamlining innovation bundles to avoid crowding out productive SKUs and realloca...
When New Zealand’s political leaders gathered to speak at the Waitangi treaty grounds where Māori chiefs and the British Crown forged a nation 186 years ago there was a striking absence: the public. As a light rain fell on the green peninsula in the far north of New Zealand on Thursday, fewer than 100 people gathered to watch the leaders welcomed onto the grounds, and only a handful of people heck...
When New Zealand’s political leaders gathered to speak at the Waitangi treaty grounds where Māori chiefs and the British Crown forged a nation 186 years ago there was a striking absence: the public. As a light rain fell on the green peninsula in the far north of New Zealand on Thursday, fewer than 100 people gathered to watch the leaders welcomed onto the grounds, and only a handful of people heckled ministers as they spoke. The muted tone on the eve of Waitangi day, which commemorates the signing of the nation’s founding document the Treaty of Waitangi, marked a dramatic shift from a year earlier. In 2025, protesters turned their backs on government ministers and twice removed a microphone from David Seymour, the Act party leader and architect of the divisive treaty principles bill that sought to radically alter the way the treaty was interpreted. A year earlier, the rightwing coalition government faced record crowds and heated protests over their policies that many fear are undermining the treaty and rolling back Māori rights. The absence of protest does not necessarily mark a shift of sentiment in favour of the coalition government, which faces an election in November. Rather, it signals fatigue within the Indigenous population, a breakdown in trust in the government, and a desire to refocus attention towards Māori communities, visitors to the grounds tell the Guardian. “People are tired,” says Edward Ellison, an esteemed leader from the southern tribe Ngāi Tahu. “We’ve been beavering away on submissions, select committees … and the pace, rate and persistent aggressiveness on the treaty – it hasn’t lowered the passion – but there is that exhaustion.” View image in fullscreen New Zealand prime minister Christopher Luxon (2nd left), foreign minister Winston Peters (c), deputy prime minister David Seymour (2nd right), and fellow parliamentarians attend a ceremony commemorating Waitangi Day in Waitangi on 5 February. Photograph: Ben Strang/AFP/Getty Images Ngāi Tahu ...
The abuse of women by figures such as Epstein, and of political power by the likes of Mandelson, must be confronted. As far as I am able, I will play my part Former prime minister ‘deeply regrets’ bringing Mandelson into his government In Jeffrey Epstein’s wider circle, women and girls were treated as less than human by powerful men acting far beyond the law. The sexual trafficking plotted by him ...
The abuse of women by figures such as Epstein, and of political power by the likes of Mandelson, must be confronted. As far as I am able, I will play my part Former prime minister ‘deeply regrets’ bringing Mandelson into his government In Jeffrey Epstein’s wider circle, women and girls were treated as less than human by powerful men acting far beyond the law. The sexual trafficking plotted by him and his fellow criminals is the most egregious example of a global network of wealthy and powerful men that thinks it can act with impunity. Nothing less than a century-defining rebalancing of power and accountability is equal to this moment and the trauma of the victims. This scandal is primarily about them and their pain. But as I digest the details of what has emerged, I also find it hard to find words to express my revulsion at what has been uncovered about Epstein and his impact on our politics. During the financial crisis, I wanted every moment of every day to be spent doing everything that could be done to save people’s homes, savings, pensions and jobs. That a member of the cabinet at the time was thinking more of himself and his rich friends is a betrayal of everything we stand for as a country. That the leaks of sensitive information were going to someone we now know was the ringmaster of a cabal of abusers and enablers sickens me. Gordon Brown is the UN’s special envoy for global education and was UK prime minister from 2007 to 2010 Do you have an opinion on the issues raised in this article? If you would like to submit a response of up to 300 words by email to be considered for publication in our letters section, please click here . Continue reading...
Gordon Brown has said he deeply regrets bringing Peter Mandelson into his government, and that revelations about Jeffrey Epstein’s influence on UK politics had caused him revulsion. Writing in the Guardian, Brown said the news that Mandelson was passing information to Epstein while he was business secretary was “a betrayal of everything we stand for as a country”. Brown said he was at fault for ma...
Gordon Brown has said he deeply regrets bringing Peter Mandelson into his government, and that revelations about Jeffrey Epstein’s influence on UK politics had caused him revulsion. Writing in the Guardian, Brown said the news that Mandelson was passing information to Epstein while he was business secretary was “a betrayal of everything we stand for as a country”. Brown said he was at fault for making Mandelson a peer and bringing him back into government in 2008, after Mandelson had quit as an MP to become EU trade commissioner. “I have to take personal responsibility for appointing Mandelson to his ministerial role in 2008. I greatly regret this appointment,” he wrote, saying that at the time he was told that Mandelson’s record in Brussels had been “unblemished” and he did not know about any Epstein links. “I did so in spite of him being anything but a friend to me, because I thought that his unquestioned knowledge of Europe and beyond could help us as we dealt with the global financial crisis,” Brown wrote. “I now know that I was wrong. He seems to have used market-sensitive inside information to betray the principles in which he said he believed, and he betrayed the people who believed in them – and him.” Mandelson was sacked as Keir Starmer’s ambassador to the US in September after new details emerged of his friendship with Epstein, ties that lasted beyond the late child sex offender’s jailing in 2008. But the release this week of masses of new documents about Epstein and his contacts showed the closeness of their ties. They also suggested Mandelson had received money from Epstein, and had leaked market-sensitive information to the financier, which is now the subject of a criminal investigation. Labour MPs have expressed alarm that Starmer’s decision to publish thousands of documents about Mandelson could lead to months of damaging headlines. In a statement on Friday afternoon, the Met said officers were searching two homes connected to Mandelson, in north Lond...
The late, great Tom Petty wrote the song that, ultimately, defined Louis Rees-Zammit’s American football adventure. “Runnin’ down a dream, that never would come to me …” Twelve months ago Rees-Zammit was in New Orleans watching the Superbowl and still hoping to carve out a multimillion dollar NFL career. Now here he is, back in a Welsh rugby shirt and eager to make up for lost time. Sliding doors ...
The late, great Tom Petty wrote the song that, ultimately, defined Louis Rees-Zammit’s American football adventure. “Runnin’ down a dream, that never would come to me …” Twelve months ago Rees-Zammit was in New Orleans watching the Superbowl and still hoping to carve out a multimillion dollar NFL career. Now here he is, back in a Welsh rugby shirt and eager to make up for lost time. Sliding doors and all that. This weekend in America all roads lead to this year’s Superbowl in California: the Seattle Seahawks v the New England Patriots . But as Wales’s 25-year-old prodigal son prepares for the contrasting vibes and smells of a sodden Twickenham in February, he insists he still has no regrets about the gridiron flirtation that removed him from Six Nations circulation for two years. That might sound fanciful given the lightning-quick Rees-Zammit never started a regular-season NFL game. Having abruptly left rugby in January 2024, he had a few pre-season run-outs for the Kansas City Chiefs before being released to the Jacksonville Jaguars. Rees-Zammit made their 90-strong training squad only for a back injury and a coaching reshuffle to limit his opportunities. In August last year, he returned to rugby. When he calls the past two years “a whirlwind” he is underplaying it. At least his mother, Maxine, is pleased to have her boy home. “My mum didn’t really like American football too much – she was very happy to see me come back,” Rees-Zammit says. In his view, though, the experience made him a more versatile athlete and a better man. “I learned a lot about myself. It was a completely different culture, a completely different game. I think it’s matured me a lot.” He is also 6kg heavier, slightly quicker and, he believes, more explosive through contact: “I think my agility is a lot better. Now I feel like when I see half a gap I can properly go into it and use my footwork to get through. Previously I was very reliant on my pace. I feel like I’ve got more variety to my game. ...
Global defense spending is accelerating and driving defense stocks dramatically higher. Defense stocks soared in January. The S&P Aerospace and Defense Select index is up about 11% so far in 2026, driven higher by elevated geopolitical uncertainty, increased defense spending, and expectations of even greater government expenditures on military technologies in the near term. The State Street SPDR S...
Global defense spending is accelerating and driving defense stocks dramatically higher. Defense stocks soared in January. The S&P Aerospace and Defense Select index is up about 11% so far in 2026, driven higher by elevated geopolitical uncertainty, increased defense spending, and expectations of even greater government expenditures on military technologies in the near term. The State Street SPDR S&P Aerospace & Defense ETF (XAR +4.62%), which tracks that index, is up about 10.5% year to date vs. the S&P 500 index, which has risen only about 1%. Expand NYSEMKT : XAR SPDR Series Trust - State Street SPDR S&P Aerospace & Defense ETF Today's Change ( 4.62 %) $ 11.98 Current Price $ 271.37 Key Data Points Day's Range $ 264.39 - $ 272.31 52wk Range $ 137.09 - $ 294.45 Volume 139K Three defense stocks in particular stand out, all of them up more than 20% in 2026 after only about a month: Lockheed Martin LMT +1.99% ) Northrop Grumman NOC +1.52% ) Huntington Ingalls Industries HII +6.75% ) It looks likely that these stocks have even more potential upside if you consider the factors that have been driving them higher and how those factors may play out through the remainder of this decade. Global defense spending is rising rapidly From the start of his second term, President Donald Trump has demanded that NATO members step up their defense spending. The alliance's former goal was for each member nation to spend 2% of its gross domestic product (GDP) on defense. But under pressure from the White House, in June of 2025, that goal was boosted to 5% by 2035. That 5% will consist of 3.5% on pure defense and the rest on defense-related infrastructure. That's quite an increase, considering some of the largest economies in the world are NATO members, including Germany, the United Kingdom, and France. Germany, with a GDP of more than $5 trillion, has announced plans to double defense spending within five years, hitting the 5% goal before 2030. We're now seeing the effects of those comm...
In this article NVDA Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 8:34 08:34 Nvidia CEO Jensen Huang: AI is going to fundamentally change how we compute everything Halftime Report The tech industry's surging capital expenditures for AI infrastructure is justified, appropriate and sustainable, Nvidia CEO Jensen Huang said Friday on CNBC's "Halftime Report." " The reason for that ...
In this article NVDA Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 8:34 08:34 Nvidia CEO Jensen Huang: AI is going to fundamentally change how we compute everything Halftime Report The tech industry's surging capital expenditures for AI infrastructure is justified, appropriate and sustainable, Nvidia CEO Jensen Huang said Friday on CNBC's "Halftime Report." " The reason for that is because all of these companies' cash flows are going to start rising," Huang said. Nvidia shares were up 7% during trading on Friday. Huang's comments come after key Nvidia customers Meta , Amazon , Google and Microsoft reported their latest earnings over the past two weeks. These companies told their investors that they plan to dramatically increase spending on AI infrastructure. In total, these hyperscalers could spend $660 billion on capital expenditures this year, with much of that spending going toward buying Nvidia's chips. Wall Street had a mixed response to the surging spending, sending Meta and Alphabet's stocks up, but punishing Amazon and Microsoft . Huang said that the "largest infrastructure buildout in human history" is being driven by "sky high" demand for computing power, which AI companies and hyperscalers can use to make more money. He cited specific examples of what Nvidia customers are doing with AI. Meta is using AI to move from a recommendation system that ran on CPUs to a system that uses generative AI and agents, Huang said. He added that Amazon Web Services' usage of Nvidia chips and AI will affect how the retail giant recommends products, and Microsoft will use Nvidia-powered AI to improve its enterprise software, Huang said. He also praised OpenAI and Anthropic , the two leading artificial intelligence labs, which both use Nvidia chips through cloud providers. Nvidia invested $10 billion in Anthropic last year, and Huang said earlier this week that the chipmaker will invest heavily into OpenAI's next fundraising round. "Anthropic is making grea...
US stocks jumped on Friday, set to rebound from a weeklong tech bruising as Wall Street reassessed worries about the impact of AI disruption and the risks of hefty Big Tech spending. The Dow Jones Industrial Average (^DJI) led the way higher, surging by about 2.2%, or more than 1,000 points, to within striking distance of the 50,000 milestone. The S&P 500 (^GSPC) rose 1.7%, while the Nasdaq Compos...
US stocks jumped on Friday, set to rebound from a weeklong tech bruising as Wall Street reassessed worries about the impact of AI disruption and the risks of hefty Big Tech spending. The Dow Jones Industrial Average (^DJI) led the way higher, surging by about 2.2%, or more than 1,000 points, to within striking distance of the 50,000 milestone. The S&P 500 (^GSPC) rose 1.7%, while the Nasdaq Composite (^IXIC) added about 2%, as the indexes bounced back from Thursday's sharp closing losses and a week's worth of selling pressure. Wall Street is ending the week with a bounce back, as Big Tech CEOs and analysts brush aside concerns about the impact of new AI tools on legacy tech. The S&P 500 again turned positive for 2026, but the benchmark and the Nasdaq remain on track for weekly losses. Some of tech's biggest names led the charge. Nvidia (NVDA) surged over 7%, while Broadcom (AVGO) and Tesla (TSLA) posted sizable gains. Some tech gloom persisted as Amazon's (AMZN) shares tumbled 7%. In its earnings, the major cloud provider outlined plans for a massive 2026 jump in spending to at least $200 billion, even as its forecast for operating income fell short. The tentative risk-on tone extended beyond stocks, as bitcoin (BTC-USD) climbed steadily back to above $68,000, having touched a 16-month low overnight. But the biggest cryptocurrency is still on track for its worst weekly performance since 2022 after wiping out all of its post-Trump election gains this week. Strategy (MSTR), one of the companies most affected by the crypto slump, revealed a loss for the quarter. The results initially weighed on its stock, but shares were up over 13% on Friday as bitcoin revived and Strategy's CEO played down concerns about debt-servicing risks. Elsewhere, Stellantis (STLA) warned it will take a charge of over 22 billion euros ($26 billion) in a plan to scale back its EV push. Shares in the Jeep maker tanked over 20% on Wall Street and in Milan (STLAM.MI). Looking ahead, the release of ...
Earnings Call Insights: Graham Corporation (GHM) Q3 2026 Management View CEO Matthew Malone reported "another strong quarter," highlighting a 21% increase in revenue to $56.7 million, supported by key project milestones in defense and contributions from new and existing programs. Malone emphasized the scalability and productivity of Graham's operating model as volumes grow. Malone announced the co...
Earnings Call Insights: Graham Corporation (GHM) Q3 2026 Management View CEO Matthew Malone reported "another strong quarter," highlighting a 21% increase in revenue to $56.7 million, supported by key project milestones in defense and contributions from new and existing programs. Malone emphasized the scalability and productivity of Graham's operating model as volumes grow. Malone announced the completed acquisition of Xdot Bearing Technologies, stating it "strengthens our competitive position in an area where performance, reliability and efficiency are becoming increasingly critical across aerospace, defense, energy transition and industrial applications." The acquisition of FlackTek was completed for $35 million, with a potential $25 million earn-out. Malone stated, "FlackTek leverage adds advanced materials and processing as a third core technology platform for Graham," and noted its role in creating a more balanced revenue mix and enhancing recurring revenue streams. Malone described FlackTek's MEGA product as "the world's only production scale bladeless dual asymmetric centrifugal mixer capable of processing multi-hundred kilogram batches and in a 55-gallon drum format." Malone detailed organic investments, including the completion of the Navy manufacturing facility in Batavia and expansion in Arvada, Colorado, as well as a new cryogenic test facility in Jupiter, Florida, all aimed at improving throughput, quality, and scalability for defense, energy, and space programs. CFO Christopher Thome stated, "Revenue was $56.7 million, an increase of 21% compared to the prior year, reflecting continued strong execution across our diversified end markets." Outlook Thome increased full-year fiscal 2026 guidance for net sales to a range of $233 million to $239 million and adjusted EBITDA to between $24 million and $28 million, citing strong execution and robust demand. He stated, "Overall, with strong execution, robust demand across our core end markets and a record backl...
Key Points Micron isn't the only company benefiting from the healthy demand for memory chips used in data centers and other applications. Sandisk saw remarkable growth in revenue and earnings in recent quarters and is poised to overtake Micron's earnings. Sandisk's growth potential suggests it could see a significant jump in its stock price going forward. 10 stocks we like better than Sandisk › Mi...
Key Points Micron isn't the only company benefiting from the healthy demand for memory chips used in data centers and other applications. Sandisk saw remarkable growth in revenue and earnings in recent quarters and is poised to overtake Micron's earnings. Sandisk's growth potential suggests it could see a significant jump in its stock price going forward. 10 stocks we like better than Sandisk › Micron Technology (NASDAQ: MU) has been one of the hottest stocks on the market in the past year. Shares of the memory specialist jumped an incredible 339% in the past year. This isn't surprising, given its accelerating revenue and earnings growth, driven by robust demand and constrained supply of memory chips. The good news is that Micron stock seems poised to deliver more upside, thanks to the stunning earnings growth that the company is poised to deliver in the future. But what's worth noting is that Micron isn't the only memory-industry participant capitalizing on the booming memory demand. 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 » Sandisk (NASDAQ: SNDK), which manufactures data storage solutions using NAND flash technology for personal computers (PCs), smartphones, gaming consoles, data centers, and other applications, saw its share price jump by a phenomenal 1,840% in the past year. Sandisk's gains significantly outpaced Micron during this period. Let's see why that's been the case and check if Sandisk has the potential to become the next big player in the memory market, like Micron. Person in a suit sitting in a bathtub amid flying currency notes. Image source: Getty Images Sandisk is enjoying incredible earnings growth, just like Micron The terrific demand for both storage and compute memory chips has been a massive catalyst for Micron in recent quarters. The company's bottom line is anticipated to quadruple in the current fiscal year, primar...
At the end of the hearing, following a closed session to which the BBC did not have access, Mr Justice Chamberlain said Toney is permitted to use the material to prepare for a hearing in the case later this month. He said this direction was with the consent of the government, which also now consented to giving her the documents back.
At the end of the hearing, following a closed session to which the BBC did not have access, Mr Justice Chamberlain said Toney is permitted to use the material to prepare for a hearing in the case later this month. He said this direction was with the consent of the government, which also now consented to giving her the documents back.
The United States accused Beijing on Friday of conducting a secret nuclear test in 2020 as it called for a new, broader arms control treaty that would bring in China as well as Russia. The accusations at a global disarmament conference highlighted serious tension between Washington and Beijing at a pivotal moment in nuclear arms control, a day after the treaty limiting US and Russian missile and...
The United States accused Beijing on Friday of conducting a secret nuclear test in 2020 as it called for a new, broader arms control treaty that would bring in China as well as Russia. The accusations at a global disarmament conference highlighted serious tension between Washington and Beijing at a pivotal moment in nuclear arms control, a day after the treaty limiting US and Russian missile and warhead deployments expired. “I can reveal that the US government is aware that China has conducted nuclear explosive tests, including preparing for tests with designated yields in the hundreds of tonnes,” US Under Secretary of State for Arms Control and International Security Thomas DiNanno told a Disarmament Conference in Geneva. Advertisement The Chinese military “sought to conceal testing by obfuscating the nuclear explosions because it recognised these tests violate test ban commitments. China has used ‘decoupling’, a method to decrease the effectiveness of seismic monitoring, to hide their activities from the world,” he said. DiNanno said China had conducted one such “yield-producing test” on June 22, 2020. 02:37 Trump orders US military to resume nuclear weapons tests for first time in 33 years Trump orders US military to resume nuclear weapons tests for first time in 33 years US President Donald Trump in October ordered the US military to immediately resume its process for testing nuclear weapons, saying other countries were doing so but without offering any details or identifying them.
porcorex/iStock via Getty Images Introduction & Thesis TradingView The price of Bitcoin has fallen from its all-time high (ATH) by 44% and continues in free fall since October 7, 2025, when it hit $126,000. Today it is a $70,000 price tag and continues to slide downwards. It was on January 20 when Bitcoin broke its average of 50 sessions, which has caused an acceleration of its fall to current lev...
porcorex/iStock via Getty Images Introduction & Thesis TradingView The price of Bitcoin has fallen from its all-time high (ATH) by 44% and continues in free fall since October 7, 2025, when it hit $126,000. Today it is a $70,000 price tag and continues to slide downwards. It was on January 20 when Bitcoin broke its average of 50 sessions, which has caused an acceleration of its fall to current levels. This downward rupture is important to understand price dynamics, as it has historically acted as a psychological point in the creation of bear markets. In addition to this, and as can be seen in the previous image, my Bitcoin trend indicator, composed of the LSMA (Least Squares Moving Average) of the price, indicates the existence of a downward trend in the price (red line). Fund Website Fund Website Today we will analyze Bitcoin, using the listed vehicle Bitwise Bitcoin ETF ( BITB ). As the reader familiar with digital assets will know, this ETF aims to track the spot price of Bitcoin, so performing an analysis of the underlying asset (Bitcoin) is entirely relevant at this point. As the reader can see in the image above, it is an ETF that has only one holding (Bitcoin), with more than 35,000 coins in its portfolio and a 100% ETF exposure to this asset. In addition to this, it can be seen how, at the cost level, the fund has an associated sponsor fee that discounts from the NAV on an annual basis. Bitbo At the level of ETF currency flows, it can be seen that in recent days there have been accumulated outflows of USD 210 million and inflows of USD 84 million. This behavior extrapolated to the rest of the ETFs has constituted a selling force throughout the beginning of 2026. For the time being and with respect to the investment thesis, I recommend holding the vehicle in your portfolio if you have it and going to DCA (dollar cost average) to average purchases in drops as it is at a lower average price. I have no doubt about Bitcoin as an asset, but I would never sell it u...
The Nasdaq Composite ( COMP:IND ) staged a sharp reversal on Friday, rebounding decisively after Thursday’s steep selloff triggered by a broad-based meltdown across crypto markets. The turnaround signals a notable shift in sentiment, with investors stepping back into risk assets after a brief bout of volatility rattled growth-oriented trades. As confidence returned, the Nasdaq popped up by 2% on t...
The Nasdaq Composite ( COMP:IND ) staged a sharp reversal on Friday, rebounding decisively after Thursday’s steep selloff triggered by a broad-based meltdown across crypto markets. The turnaround signals a notable shift in sentiment, with investors stepping back into risk assets after a brief bout of volatility rattled growth-oriented trades. As confidence returned, the Nasdaq popped up by 2% on the session, supported by widespread buying across technology and other growth-heavy sectors. The rebound reflects renewed appetite for high-beta names and positioning tied to longer-term innovation themes, even as macro uncertainty lingers in the background. Outlined below are Wall Street’s top ten performing stocks within the Nasdaq-100 ( NDX ), which are leading the charge and helping power the market’s latest rally. Strategy Inc ( MSTR ), +24.1% ARM Holdings ( ARM ), +10.3% Lam Research ( LRCX ), +8.5% Marvell Technology ( MRVL ), +8.5% KLA Corporation ( KLAC ), +8.4% Western Digital ( WDC ), +8.4% AppLovin ( APP ), +8.3% Advanced Micro Devices ( AMD ), +7.8% NVIDIA Corporation ( NVDA ), +7.5% Broadcom ( AVGO ), +7.4% Nasdaq Focused ETFs: ( QQQ ), ( QQQM ), ( SQQQ ), ( TQQQ ), ( QLD ), and ( QID ). More on markets Dividend Roundup: Apple, Ford, 3M, IBM, and more Volatility roars back: VIX tops 20 amid tech and crypto sell-offs Nasdaq-100 dips again, with over 30 of its stocks now in oversold territory Crypto meltdown intensifies as $1T in market cap is erased in less than three weeks ETFs heavily allocated to Alphabet feel the pressure as GOOG and tech slide