Is D-Wave stock worth buying after its rebound rally? D-Wave Quantum (QBTS +20.19%) stock posted massive gains in Friday's trading. The quantum computing company's share price surged more than 20% in a day of trading that saw the S&P 500 gain 2% and and the Nasdaq Composite surge 2.2% higher. After some big sell-offs earlier in the week, D-Wave and other growth stocks came roaring back in today's ...
Is D-Wave stock worth buying after its rebound rally? D-Wave Quantum (QBTS +20.19%) stock posted massive gains in Friday's trading. The quantum computing company's share price surged more than 20% in a day of trading that saw the S&P 500 gain 2% and and the Nasdaq Composite surge 2.2% higher. After some big sell-offs earlier in the week, D-Wave and other growth stocks came roaring back in today's trading. The company's rally was aided in part by Amazon's announcement that it plans to spend $200 billion this year building out its artificial intelligence (AI) data-center infrastructure and pursuing other growth projects. Amazon's huge capital expenditures forecast helped restore confidence in the AI trade -- and the bullish momentum extended to D-Wave and other quantum-computing stocks. Despite the rally today, D-Wave stock is still down 53.5% from its lifetime high. Is D-Wave stock a buy right now? D-Wave appears to have solid early positioning in the quantum-computing market. The company's annealing approach to quantum tech is yielding commercialization opportunities, and its bets on gate-model tech could wind up powering even bigger growth over the long term. Expand NYSE : QBTS D-Wave Quantum Today's Change ( 20.19 %) $ 3.48 Current Price $ 20.68 Key Data Points Market Cap $6.4B Day's Range $ 17.85 - $ 20.98 52wk Range $ 4.45 - $ 46.75 Volume 1.4M Avg Vol 36M Gross Margin 82.82 % On the other hand, D-Wave's outlook is highly speculative -- and the potential for big upside with the stock comes with a lot of risk. For long-term investors, D-Wave stock may be looking at a binary outcome. While shares could go on to deliver multibagger returns, there is also a big risk that shareholders could lose most or all of their investment.
Key Points D-Wave bounced back from recent sell-offs, but the stock is still down big from its peak. D-Wave could be a big winner in quantum computing, but the stock comes with a high degree of risk. 10 stocks we like better than D-Wave Quantum › D-Wave Quantum (NYSE: QBTS) stock posted massive gains in Friday's trading. The quantum computing company's share price surged more than 20% in a day of ...
Key Points D-Wave bounced back from recent sell-offs, but the stock is still down big from its peak. D-Wave could be a big winner in quantum computing, but the stock comes with a high degree of risk. 10 stocks we like better than D-Wave Quantum › D-Wave Quantum (NYSE: QBTS) stock posted massive gains in Friday's trading. The quantum computing company's share price surged more than 20% in a day of trading that saw the S&P 500 gain 2% and and the Nasdaq Composite surge 2.2% higher. After some big sell-offs earlier in the week, D-Wave and other growth stocks came roaring back in today's trading. The company's rally was aided in part by Amazon's announcement that it plans to spend $200 billion this year building out its artificial intelligence (AI) data-center infrastructure and pursuing other growth projects. 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 » Amazon's huge capital expenditures forecast helped restore confidence in the AI trade -- and the bullish momentum extended to D-Wave and other quantum-computing stocks. Despite the rally today, D-Wave stock is still down 53.5% from its lifetime high. Is D-Wave stock a buy right now? D-Wave appears to have solid early positioning in the quantum-computing market. The company's annealing approach to quantum tech is yielding commercialization opportunities, and its bets on gate-model tech could wind up powering even bigger growth over the long term. On the other hand, D-Wave's outlook is highly speculative -- and the potential for big upside with the stock comes with a lot of risk. For long-term investors, D-Wave stock may be looking at a binary outcome. While shares could go on to deliver multibagger returns, there is also a big risk that shareholders could lose most or all of their investment. Should you buy stock in D-Wave Quantum right now? Before ...
Lumen's CEO bought shares on the open market. Shares of fiber network giant Lumen Technologies (LUMN +29.37%) rocketed 29.2% on Friday. It was a big comeback for the stock, which had been decimated after its fourth-quarter earnings release on Tuesday afternoon. Today, the company disclosed that CEO Kate Johnson took the post-earnings sell-off as an opportunity to buy a cool half-million worth of s...
Lumen's CEO bought shares on the open market. Shares of fiber network giant Lumen Technologies (LUMN +29.37%) rocketed 29.2% on Friday. It was a big comeback for the stock, which had been decimated after its fourth-quarter earnings release on Tuesday afternoon. Today, the company disclosed that CEO Kate Johnson took the post-earnings sell-off as an opportunity to buy a cool half-million worth of stock, a trade that was executed yesterday. Expand NYSE : LUMN Lumen Technologies Today's Change ( 29.37 %) $ 1.83 Current Price $ 8.06 Key Data Points Market Cap $6.4B Day's Range $ 6.50 - $ 8.19 52wk Range $ 3.01 - $ 11.95 Volume 33M Avg Vol 14M Gross Margin 24.31 % Johnson buys $500,000 Lumen's stock fell following Tuesday's earnings release, as fourth-quarter adjusted (non-GAAP) earnings per share came in ahead of expectations, while revenue only met expectations. Management also gave a full-year free cash flow outlook of $1.2 billion to $1.4 billion, though that included $300 million to $450 million in tax refunds that won't be repeated. While the quarterly figures and full-year guide may have been underwhelming, they also weren't a disaster. Lumen continues to post revenue and adjusted EBITDA declines, but that is because it also has many legacy products whose use is declining. Meanwhile, management estimates that about 47% of its enterprise revenue base is in newer, growing products, and this "growth" cohort grew 7% last year, even as overall revenue declined 9.5%. Still, Lumen's stock fell roughly 17% the next day. But Johnson showed confidence in her turnaround strategy after the sell-off. On Thursday, she bought 78,685 shares at an average price of $6.35 per share, totaling roughly $500,000. While the total purchase increased Johnson's direct and indirect holdings by only about 6.8%, half a million dollars is certainly not a small sum, even by CEO insider-buying standards. Does Lumen have significant upside? Lumen's stock still looks quite cheap, at just 6.4 times ...
Bimergen Energy ( BESS ) on Friday said that its common stock and warrants are expected to be approved for listing on the NYSE American stock exchange, with trading anticipated to begin on or about February 11, 2026. The company said its common stock and warrants are expected to trade under the symbols BESS and BESSWS, respectively, subject to final authorization and continued compliance with exch...
Bimergen Energy ( BESS ) on Friday said that its common stock and warrants are expected to be approved for listing on the NYSE American stock exchange, with trading anticipated to begin on or about February 11, 2026. The company said its common stock and warrants are expected to trade under the symbols BESS and BESSWS, respectively, subject to final authorization and continued compliance with exchange rules. Bimergen said it is also conducting a concurrent offering of its securities in connection with the anticipated uplisting, subject to market conditions and regulatory approval. The company received effectiveness of its S-1 registration statement from the U.S. Securities and Exchange Commission on January 29, 2026. The company said its common stock is expected to continue trading on the OTCQB until the close of the market on or about February 10, 2026, after which OTCQB trading will terminate upon the NYSE American listing. BESS closed +4.81% at $10.0. Source: Press Release More on Spine Injury Solutions Seeking Alpha’s Quant Rating on Spine Injury Solutions Financial information for Spine Injury Solutions
Douglas Rissing Federal Reserve Bank of San Francisco President Mary Daly said Friday one or two more interest-rate cuts may be needed on the premise of vulnerabilities in the labor market. Daly said she had supported the Fed's decision last week to leave the federal funds rate unchanged at the 3.50%-3.75% target range. Still, " I thought you could make a case for going ahead and taking a little m...
Douglas Rissing Federal Reserve Bank of San Francisco President Mary Daly said Friday one or two more interest-rate cuts may be needed on the premise of vulnerabilities in the labor market. Daly said she had supported the Fed's decision last week to leave the federal funds rate unchanged at the 3.50%-3.75% target range. Still, " I thought you could make a case for going ahead and taking a little more off," she told Reuters in an interview. To reduce borrowing costs, "you have to be pretty confident, like really confident, that the effects of the tariffs will roll off ... that inflation is really on a downward trajectory," Daly said , adding that you also "have to be really worried that the labor market is more challenged than we currently see in the data." In all, she views risks to price stability vs. full employment as "relatively balanced," though vulnerabilities are pointing toward the job market side of the Fed's dual mandate. She sees potential for the current low-hiring labor market to quickly turn to a "some-firing" market if businesses record soft demand. Unlike some of her colleagues, "I'm a little more worried about the labor market than I am about inflation," she said, Reuters reported. The SF Fed chief is not a voting member of the policy-setting Federal Open Market Committee this year. More on the U.S. Economy U.S. Dollar Index Tests 98.00 But Shows Signs Of Weakness Ahead Of NFP After Extending Its Gains, The Greenback Softens ECB And BOE To Stand Pat, While USD Is Mostly Firmer ‘There’s no demand for labor’ – MetLife’s Drew Matus U.S. yield curve steepens as 2s–10s spread hits widest since January 2022
Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images Ahead of the Super Bowl on Sunday, OpenAI has been busy playing defense. CEO Sam Altman and a wave of senior executives at the artificial intelligence startup took to social media this week to try and dispe...
Sam Altman, chief executive officer of OpenAI Inc., during a media tour of the Stargate AI data center in Abilene, Texas, US, on Tuesday, Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images Ahead of the Super Bowl on Sunday, OpenAI has been busy playing defense. CEO Sam Altman and a wave of senior executives at the artificial intelligence startup took to social media this week to try and dispel concerns about the company's partnerships, litigation, research operations and swipes from its biggest rival, Anthropic. In a podcast appearance on Thursday, Altman said he often feels like there is a "crazy hurricane" turning around the company, and sometimes his leadership team has to try and "correct" narratives. "It is a strange way to live," Altman said. "I don't know of any private company that has ever been so in the news and so under a microscope, and at some level, it's frustrating." OpenAI has become one of the fastest-growing commercial entities on the planet since the launch of its chatbot ChatGPT in 2022. But the company has been under intense scrutiny since it inked more than $1.4 trillion worth of infrastructure deals last year, including a $100 billion partnership with Nvidia that rocked the tech sector. Questions about the state of that partnership began swirling a week ago after the Wall Street Journal reported that the deal is "on ice." An OpenAI spokesperson told the Journal that the company is "actively working through details" of the partnership. But speculation about a potential rift continued on Monday after Reuters reported that OpenAI is "unsatisfied" with some of Nvidia's chips. A spokesperson told CNBC that Nvidia "powers the vast majority of OpenAI's inference fleet and delivers the best performance per dollar for inference." The reports prompted Altman to weigh in directly. "We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time," Altman wrote in a post on X on Monday. ...
In trading on Friday, shares of Knife River Corp (Symbol: KNF) crossed above their 200 day moving average of $79.56, changing hands as high as $80.48 per share. Knife River Corp shares are currently trading up about 4.5% on the day. The chart below shows the one year performance of KNF shares, versus its 200 day moving average: Looking at the chart above, KNF's low point in its 52 week range is $5...
In trading on Friday, shares of Knife River Corp (Symbol: KNF) crossed above their 200 day moving average of $79.56, changing hands as high as $80.48 per share. Knife River Corp shares are currently trading up about 4.5% on the day. The chart below shows the one year performance of KNF shares, versus its 200 day moving average: Looking at the chart above, KNF's low point in its 52 week range is $58.72 per share, with $105.4105 as the 52 week high point — that compares with a last trade of $79.66. Click here to find out which 9 other stocks recently crossed above their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Thursday, shares of BILL Holdings Inc (Symbol: BILL) crossed above their 200 day moving average of $57.92, changing hands as high as $58.83 per share. BILL Holdings Inc shares are currently trading up about 0.9% on the day. The chart below shows the one year performance of BILL shares, versus its 200 day moving average: Looking at the chart above, BILL's low point in its 52 week rang...
In trading on Thursday, shares of BILL Holdings Inc (Symbol: BILL) crossed above their 200 day moving average of $57.92, changing hands as high as $58.83 per share. BILL Holdings Inc shares are currently trading up about 0.9% on the day. The chart below shows the one year performance of BILL shares, versus its 200 day moving average: Looking at the chart above, BILL's low point in its 52 week range is $43.11 per share, with $93.16 as the 52 week high point — that compares with a last trade of $57.69. Click here to find out which 9 other stocks recently crossed above their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Monday, shares of BJ's Wholesale Club Holdings Inc (Symbol: BJ) crossed above their 200 day moving average of $69.74, changing hands as high as $70.53 per share. BJ's Wholesale Club Holdings Inc shares are currently trading up about 2.4% on the day. The chart below shows the one year performance of BJ shares, versus its 200 day moving average: Looking at the chart above, BJ's low poi...
In trading on Monday, shares of BJ's Wholesale Club Holdings Inc (Symbol: BJ) crossed above their 200 day moving average of $69.74, changing hands as high as $70.53 per share. BJ's Wholesale Club Holdings Inc shares are currently trading up about 2.4% on the day. The chart below shows the one year performance of BJ shares, versus its 200 day moving average: Looking at the chart above, BJ's low point in its 52 week range is $60.33 per share, with $80.41 as the 52 week high point — that compares with a last trade of $70.15. Click here to find out which 9 other stocks recently crossed above their 200 day moving average » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Thursday, shares of Performance Food Group Co (Symbol: PFGC) crossed above their 200 day moving average of $48.08, changing hands as high as $48.90 per share. Performance Food Group Co shares are currently trading up about 3.2% on the day. The chart below shows the one year performance of PFGC shares, versus its 200 day moving average: Looking at the chart above, PFGC's low point in ...
In trading on Thursday, shares of Performance Food Group Co (Symbol: PFGC) crossed above their 200 day moving average of $48.08, changing hands as high as $48.90 per share. Performance Food Group Co shares are currently trading up about 3.2% on the day. The chart below shows the one year performance of PFGC shares, versus its 200 day moving average: Looking at the chart above, PFGC's low point in its 52 week range is $38.82 per share, with $59.89 as the 52 week high point — that compares with a last trade of $48.63. Click here to find out which 9 other stocks recently crossed above their 200 day moving average » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Robert Way/iStock Editorial via Getty Images Investment Thesis Shell plc ( SHEL ) just released its Q4 & full-year results for 2025, and they are less than stellar. Its upstream segment in particular has been struggling, in part due to lower oil & gas prices. Its dependence on the mostly unprofitable renewable energy segment continues to grow, while its all-important integrated gas segment, or LNG...
Robert Way/iStock Editorial via Getty Images Investment Thesis Shell plc ( SHEL ) just released its Q4 & full-year results for 2025, and they are less than stellar. Its upstream segment in particular has been struggling, in part due to lower oil & gas prices. Its dependence on the mostly unprofitable renewable energy segment continues to grow, while its all-important integrated gas segment, or LNG, where Shell enjoys a leading role globally, underperformed my expectations, mostly because the markets stubbornly defied emerging fundamentals, especially in the European market. I do believe that fundamentals will eventually get to have a say, which will improve some of the external dynamics for Shell. The weight of those dynamics is, in my view, enough to warrant an upgrade in my rating on this stock, from a "S ell" to a "H old." In other words, I am now looking to consider initiating a position in this stock on a significant share price pullback from current levels. Going From A Sell To A Hold The last time I covered Shell was in November. I had this stock as a "S ell" back then. My reasoning behind that was the lack of external factors going in its direction, despite the fundamentals, which, as I shall explain, are yet to be acknowledged by the market. In addition, there is the issue of the failure to launch the much-coveted European green hydrogen industry and related demand infrastructure, which leaves Shell exposed as one of the largest investors in green hydrogen production. Many other companies already pulled the plug on such ventures, with Shell yet to decide whether to do the same. Either way, whether it writes down those investments or it chooses to finish them and potentially operate them at a loss, Shell is set to take a financial hit from those investment decisions. Although Shell still has some company-specific headwinds, a share price pullback on the latest quarterly results may provide investors with a buying opportunity early this year, setting up a pot...
BING-JHEN HONG Seeking Alpha's roundup of statements and remarks that could impact markets, sectors, or individual stocks. Nvidia ( NVDA ) CEO Jensen Huang said that the massive investments tech companies have been making in AI infrastructure are justified and sustainable. “The reason for that is because all of these companies’ cash flows are going to start rising,” Huang said in an interview with...
BING-JHEN HONG Seeking Alpha's roundup of statements and remarks that could impact markets, sectors, or individual stocks. Nvidia ( NVDA ) CEO Jensen Huang said that the massive investments tech companies have been making in AI infrastructure are justified and sustainable. “The reason for that is because all of these companies’ cash flows are going to start rising,” Huang said in an interview with CNBC . Huang went on to call the AI buildout "the largest infrastructure buildout in human history," driven by "sky-high demand for computing power." The Nvidia CEO also highlighted Anthropic ( ANTHRO ) and OpenAI's ( OPENAI ) success. “Anthropic is making great money. OpenAI is making great money,” Huang said. “If they could have twice as much compute, the revenues would go up four times as much.” Nvidia is an investor in Anthropic and has plans to participate in OpenAI's next funding round, CNBC added. Goldman Sachs ( GS ) and Anthropic ( ANTHRO ) are developing AI agents based on Anthropic's Claude model for use in performing certain bank tasks. The project, which is still early-stage, will focus on developing agents to assist in trades/transactions accounting and client vetting/onboarding, Goldman CIO Marco Argenti told CNBC . “Think of it as a digital co-worker for many of the professions within the firm that are scaled, complex, and very process intensive,” Argenti added. Intel ( INTC ) and Advanced Micro Devices ( AMD ) are experiencing delays in shipping chips to Chinese customers due to CPU shortages. According to Reuters, Intel has told buyers in China that delivery could take up to six months, which has pushed up prices for Intel server products by over 10% for many customers. AMD has likewise warned buyers that delivery lead times for some products could be pushed out by as much as 10 weeks, Reuters added . More on Nvidia, Goldman Sachs, etc. AMD: The China Asterisk Why Alphabet Will Likely Leapfrog Nvidia To Become World's Most Valuable Company AMD's Bull Trap...
Nvidia could soar even higher as the AI market expands. On Oct. 29, 2025, Nvidia's (NVDA +8.01%) stock closed at an all-time high of $207.03 per share, boosting its market capitalization to $5.03 trillion. That made it the first company in the world to ever cross the $5 trillion mark. Since then, Nvidia's stock has declined 11%, reducing its market cap to about $4.5 trillion. The bears claim it wi...
Nvidia could soar even higher as the AI market expands. On Oct. 29, 2025, Nvidia's (NVDA +8.01%) stock closed at an all-time high of $207.03 per share, boosting its market capitalization to $5.03 trillion. That made it the first company in the world to ever cross the $5 trillion mark. Since then, Nvidia's stock has declined 11%, reducing its market cap to about $4.5 trillion. The bears claim it will head even lower as the "AI bubble" bursts, but I believe it will return to $5 trillion -- and beyond -- by the end of the year as it overcomes its near-term challenges. Why do the bears believe Nvidia's rally is over? Nvidia's stock has soared nearly 1,200% over the past five years. Most of that growth was driven by the rapid expansion of the AI market. Nvidia's discrete GPUs are better suited for handling complex AI applications than stand-alone CPUs. That's because GPUs are optimized for parallel processing, while CPUs are better at sequential tasks. Today, most of the world's top AI companies use Nvidia's data center GPUs to train their AI algorithms. It now controls more than 90% of the discrete GPU market, and it locks in those clients with CUDA (Compute Unified Device Architecture), its proprietary programming platform optimized for its own chips, and other sticky services. In other words, Nvidia is still selling the best picks and shovels for the AI gold rush. Expand NASDAQ : NVDA Nvidia Today's Change ( 8.01 %) $ 13.77 Current Price $ 185.65 Key Data Points Market Cap $4.2T Day's Range $ 174.62 - $ 187.00 52wk Range $ 86.62 - $ 212.19 Volume 8.9M Avg Vol 183M Gross Margin 70.05 % Dividend Yield 0.02 % From fiscal 2025 (which ended last January) to fiscal 2028, analysts expect its revenue and EPS to grow at CAGRs of 47% and 46%, respectively, as the AI market continues to expand. Those are exceptional growth rates for a stock trading at 24 times next year's earnings. However, the bears expect Nvidia's growth to slow down as it faces tougher competition from AMD's ...
"This Bread & Circuses Routine Is Looking Pretty Played Out..." Authored by James Howard Kunstler, Blood In The Water “Subversion works by importing an inverted moral frame and getting the target population to install it as its own conscience.” - Yuri Bezmenov’s Ghost on X Even in the deep-frozen fastness of midwinter, events and tensions surge, and America awaits . . . Bad Bunny! You perceive tha...
"This Bread & Circuses Routine Is Looking Pretty Played Out..." Authored by James Howard Kunstler, Blood In The Water “Subversion works by importing an inverted moral frame and getting the target population to install it as its own conscience.” - Yuri Bezmenov’s Ghost on X Even in the deep-frozen fastness of midwinter, events and tensions surge, and America awaits . . . Bad Bunny! You perceive that there is some message in the genderfluid Puerto Rican songster’s upcoming Superbowl halftime gig, but what is the message? A 180-degree counterpoint to the earnest bashing and mashing of giants on the field? The official annunciation of Reconquesta? A thumb in the eye of President Donald Trump and the white supremacist horse he rode in on? This bread and circuses routine is looking pretty played out. The bread , of course, is pizza, the Soylent Green of these seeming end-times, underwriting the nation’s romance with morbid obesity (and perhaps with degenerate sex). The circuses - last week’s Grammy Awards, the Winter Olympics tonight, Sunday’s looming Superbowl — give off an odor of utter cultural exhaustion. What will it finally take for Western Civ, and its avatar, the USA, to stop embarrassing itself before God and history, and find better things to do? Big Bad Bunnies Toy with Baby Bunny You have been following the Epstein papers, no doubt. The sordidness grows like a yeast infection in the body politic, and yet to date hardly one prosecutable crime? What gives with that? Last week’s release of the final super-batch of Epstein papers brought on a harvest of reputations, at least. The docs revealed Microsoft zillionaire Bill Gates conniving with the late (possibly) Jeffrey Epstein to turn pandemics and vaccines into a profitable enterprise, with a spate of email discussions years before Covid got sprung on the world. Then, it just happened that Mr. Gates sponsored the Event 201 pandemic exercise in October 2019 (with Johns Hopkins and the World Economic Forum), around ...
Key Points Nvidia has pulled back from its all-time highs. Its business is still firing on all cylinders. Its stock still looks like a bargain relative to its long-term growth potential. 10 stocks we like better than Nvidia › On Oct. 29, 2025, Nvidia's (NASDAQ: NVDA) stock closed at an all-time high of $207.03 per share, boosting its market capitalization to $5.03 trillion. That made it the first ...
Key Points Nvidia has pulled back from its all-time highs. Its business is still firing on all cylinders. Its stock still looks like a bargain relative to its long-term growth potential. 10 stocks we like better than Nvidia › On Oct. 29, 2025, Nvidia's (NASDAQ: NVDA) stock closed at an all-time high of $207.03 per share, boosting its market capitalization to $5.03 trillion. That made it the first company in the world to ever cross the $5 trillion mark. Since then, Nvidia's stock has declined 11%, reducing its market cap to about $4.5 trillion. The bears claim it will head even lower as the "AI bubble" bursts, but I believe it will return to $5 trillion -- and beyond -- by the end of the year as it overcomes its near-term challenges. 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 » Why do the bears believe Nvidia's rally is over? Nvidia's stock has soared nearly 1,200% over the past five years. Most of that growth was driven by the rapid expansion of the AI market. Nvidia's discrete GPUs are better suited for handling complex AI applications than stand-alone CPUs. That's because GPUs are optimized for parallel processing, while CPUs are better at sequential tasks. Today, most of the world's top AI companies use Nvidia's data center GPUs to train their AI algorithms. It now controls more than 90% of the discrete GPU market, and it locks in those clients with CUDA (Compute Unified Device Architecture), its proprietary programming platform optimized for its own chips, and other sticky services. In other words, Nvidia is still selling the best picks and shovels for the AI gold rush. From fiscal 2025 (which ended last January) to fiscal 2028, analysts expect its revenue and EPS to grow at CAGRs of 47% and 46%, respectively, as the AI market continues to expand. Those are exceptional growth rates for a stock trading at 24 times next year's earnings. Howe...
California's largest children's hospital system ends gender-affirming care for youth Two hospitals in California are discontinuing hormone treatments for transgender youth, citing Trump administration pressures. In the past year, many hospitals and clinics have scaled back that care. Health Care California's largest children's hospital system ends gender-affirming care for youth California's large...
California's largest children's hospital system ends gender-affirming care for youth Two hospitals in California are discontinuing hormone treatments for transgender youth, citing Trump administration pressures. In the past year, many hospitals and clinics have scaled back that care. Health Care California's largest children's hospital system ends gender-affirming care for youth California's largest children’s hospital system discontinues some gender-affirming care Listen · 4:20 4:20 Two hospitals in California are discontinuing hormone treatments for transgender youth, citing Trump administration pressures. In the past year, many hospitals and clinics have scaled back that care. Sponsor Message Sponsor Message
Japan's first female prime minister stakes her future on snap elections toggle caption Philip Fong/AFP via Getty Images TOKYO – Polls show Japan's first female prime minister and her coalition within reach of a decisive win in snap elections on Sunday. Sanae Takaichi got an additional boost in the form of an endorsement from President Trump, which appears to be the first time a U.S. president has ...
Japan's first female prime minister stakes her future on snap elections toggle caption Philip Fong/AFP via Getty Images TOKYO – Polls show Japan's first female prime minister and her coalition within reach of a decisive win in snap elections on Sunday. Sanae Takaichi got an additional boost in the form of an endorsement from President Trump, which appears to be the first time a U.S. president has backed a Japanese leader in an election. "While Trump is often an outlier," noted a Kyodo News Agency report, "it is very rare for the leader of any country to back a specific political figure ahead of a national election in a foreign country." Despite robust approval ratings mostly in the 60% range, Takaichi, whom Trump praised as "strong, powerful and wise," has a fragile new coalition with a narrow majority in the lower house of parliament, and a minority in the upper house. Sponsor Message Polls predict she could win a two-thirds majority in the House of Representatives, which could empower her to pursue a conservative agenda, with policies that, by her own admission, could prove highly controversial. "I also want to resolutely take up challenges that include bold policies and reforms that could split public opinion," Takaichi said last month, as she tried to convince the public why elections were needed only four months into her administration. Referendum on Takaichi Takaichi is leveraging her popularity to increase her political power, turning the election into a sort of referendum on her and her policies, says Koichi Nakano, a political scientist at Sophia University in Tokyo. "This election is really like a presidential election," Nakano says. Takaichi's message seems to be: " 'Give me power,' without really specifying what she's going to do." But Takaichi has previously made many of her priorities clear. She is a protégé of the late former Prime Minister Shinzo Abe, and shares his ambition to cast off post-war stigma and restrictions on Japan's military and make it...
What Happened? Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) jumped 7.6% in the afternoon session after Wall Street digested the significant revenue potential from recent AI capital expenditure plans announced by key customer Google. Google announced plans to spend between $175 billion and $185 billion on AI infrastructure in 2026, marking one of history's largest AI buildouts. ...
What Happened? Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) jumped 7.6% in the afternoon session after Wall Street digested the significant revenue potential from recent AI capital expenditure plans announced by key customer Google. Google announced plans to spend between $175 billion and $185 billion on AI infrastructure in 2026, marking one of history's largest AI buildouts. Broadcom had secured $21 billion in orders from Google for its custom TPU AI accelerators. Broadcom itself had guided for its own AI revenue to reach $8.2 billion in the first quarter of 2026, which represented 100% growth from the previous year. In response to the developments, Wolfe Research upgraded the stock to Outperform, highlighting increased confidence in Google's program and Broadcom's role as a key supplier. Jefferies also reiterated its Buy rating, citing the company's strong position in AI and networking markets. Is now the time to buy Broadcom? Access our full analysis report here, it’s free. What Is The Market Telling Us Broadcom’s shares are very volatile and have had 23 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 2 days ago when the stock dropped 4% on the news that uncertainty increased over when key companies can resume large-scale sales of high-end artificial-intelligence chips to China. The U.S. government reportedly extended its review of export license applications for AI hardware, such as Nvidia's H200 chips, on national security grounds. This delay created uncertainty for chipmakers and reportedly led some Chinese customers to postpone orders until clearer guidance was issued. While there were earlier signals that some shipments could restart, the extended review process stalled progress, weighing on the stock of major exporters who saw China as a sig...
What Happened? Shares of industrial products company CSW (NYSE:CSW) jumped 5.4% in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices. This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing over half its value from its October p...
What Happened? Shares of industrial products company CSW (NYSE:CSW) jumped 5.4% in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices. This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing over half its value from its October peak. Investor sentiment was also lifted by a surprising improvement in U.S. consumer sentiment and the realization that massive AI-related capital expenditure, such as Amazon's planned $200 billion, directly benefits chipmakers like Nvidia and Broadcom. These "pick-and-shovel" winners jumped as much as 7%, helping the S&P 500 edge back into positive territory for 2026. The highlight of the day was the Dow Jones Industrial Average, which surged and crossed the historic 50,000 threshold for the first time. The shares closed the day at $290.25, up 5.5% from previous close. Is now the time to buy CSW? Access our full analysis report here, it’s free. What Is The Market Telling Us CSW’s shares are somewhat volatile and have had 11 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 14 days ago when the stock dropped 4.8% on the news that the Dow Jones Industrial Average fell as much as 0.7%, reflecting lingering uncertainty, and capping off a volatile week which saw stocks enjoy some relief as President Donald Trump reduced tensions with European allies by backing off his threat of imposing new tariffs. Threats of tariffs initially created uncertainty for businesses, as they can lead to higher costs for multinational corporations and disrupt global supply chains. By withdrawing the threat, the administration removed a significant headwind for the market, prompting a relief rally. This dev...
(RTTNews) - After moving sharply lower over the past few sessions, stocks showed a substantial move back to the upside during trading on Friday. The major averages all showed substantial upward moves, with the Dow closing above 50,000 for the first time. The major averages reached new highs late in the session before giving back some ground going into the end of the day. The Dow soared 1,206.95 po...
(RTTNews) - After moving sharply lower over the past few sessions, stocks showed a substantial move back to the upside during trading on Friday. The major averages all showed substantial upward moves, with the Dow closing above 50,000 for the first time. The major averages reached new highs late in the session before giving back some ground going into the end of the day. The Dow soared 1,206.95 points or 2.5 percent to 50,115.67, the Nasdaq surged 490.63 points or 2.2 percent to 23,031.21 and the S&P 500 jumped 133.90 points or 2.0 percent to 6,932.30. For the week, the Dow shot up by 2.5 percent, while the S&P 500 edged down by 0.1 percent and the Nasdaq slumped by 1.8 percent. The rally on Wall Street largely reflected bargain hunting, as some traders looked to pick up stocks at reduced levels following the recent weakness. Tech stocks helped lead the pullback seen over the past few days, dragging the Nasdaq down to its lowest closing level in over two months. The S&P 500 also hit its lowest intraday level in over a month in early trading on Thursday before regaining some ground. Positive sentiment may also have been generated in reaction to a report from the University of Michigan showing consumer sentiment in the U.S. has unexpectedly seen a continued improvement in the month of February. The University of Michigan said its consumer sentiment index rose to 57.3 in February after jumping to 56.4 in January. Economists had expected the index to dip to 55.5. With the unexpected increase, the consumer sentiment index reached its highest level since hitting 58.2 in August 2025. The unexpected uptick by the consumer sentiment index came as sentiment surged among consumers with the largest stock portfolios. The rebound by the broader markets came despite a steep drop by shares of Amazon (AMZN), with the online retail giant plunging by 5.6 percent. Amazon came under pressure after reporting slightly weaker than expected fourth quarter earnings and forecasting 2026 capit...
What Happened? A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices. This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing over half its value from its October peak. Investor sentiment was also lifted...
What Happened? A number of stocks jumped in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices. This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing over half its value from its October peak. Investor sentiment was also lifted by a surprising improvement in U.S. consumer sentiment and the realization that massive AI-related capital expenditure, such as Amazon's planned $200 billion, directly benefits chipmakers like Nvidia and Broadcom. These "pick-and-shovel" winners jumped as much as 7%, helping the S&P 500 edge back into positive territory for 2026. The highlight of the day was the Dow Jones Industrial Average, which surged and crossed the historic 50,000 threshold for the first time. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Zooming In On Sterling (STRL) Sterling’s shares are extremely volatile and have had 46 moves greater than 5% over the last year. But moves this big are rare even for Sterling and indicate this news significantly impacted the market’s perception of the business. The biggest move we wrote about over the last year was 3 months ago when the stock dropped 13.7% on the news that the broader U.S. stock market declined amid investor caution and a pullback in technology stocks. The main story? Investors are cashing in on a good run and feeling a bit cautious. After a fantastic run, many of those high-flying AI and technology stocks saw investors take profits: selling shares to lock in their gains. This is often called a "market rotation." Money is moving out of the red-hot tech sector (which some worry has become too expensive) and into other parts of the market that investors may currently deem more stable or reasonably-priced. There's a secondary reason fo...
What Happened? Shares of aircraft leasing company FTAI Aviation (NASDAQ:FTAI) jumped 5.2% in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices. This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing over half its value from its...
What Happened? Shares of aircraft leasing company FTAI Aviation (NASDAQ:FTAI) jumped 5.2% in the afternoon session after the broader market rebounded from a tech-driven sell-off, with investors taking the opportunity to buy stocks at lower prices. This rally was fueled by a recovery in technology stocks and a significant bounce in Bitcoin, which stabilized after losing over half its value from its October peak. Investor sentiment was also lifted by a surprising improvement in U.S. consumer sentiment and the realization that massive AI-related capital expenditure, such as Amazon's planned $200 billion, directly benefits chipmakers like Nvidia and Broadcom. These "pick-and-shovel" winners jumped as much as 7%, helping the S&P 500 edge back into positive territory for 2026. The highlight of the day was the Dow Jones Industrial Average, which surged and crossed the historic 50,000 threshold for the first time. The shares closed the day at $272.52, up 5.2% from previous close. Is now the time to buy FTAI Aviation? Access our full analysis report here, it’s free. What Is The Market Telling Us FTAI Aviation’s shares are extremely volatile and have had 41 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 2 days ago when the stock dropped 7.3% on the news that investors took profit following a significant rally. The decline followed an extraordinary period for the stock, which had surged 187% over the previous year, likely prompting some investors to sell and secure their gains. FTAI Aviation is up 29.6% since the beginning of the year, and at $272.52 per share, it is trading close to its 52-week high of $293.49 from January 2026. Investors who bought $1,000 worth of FTAI Aviation’s shares 5 years ago would now be looking at an investment worth $11,303. While Wall Street chases Nvi...