US equity indexes rebounded on Friday as the Dow Jones Industrial Average blew past the 50,000 mark Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

Opendoor stock is up more than 260% over the last year. What comes next? Opendoor Technologies (OPEN +3.83%) made waves in the stock market last year with some incredibly volatile moves. Despite some big pullbacks, the company's share price is still up more than 260% over the last 12 months of trading. On the other hand, the stock is also down 52% from its 52-week high. Opendoor is aiming to carry out a major turnaround strategy and energize its iBuyer real estate business, but some big questions remains about whether the comeback play will pan out. Does Opendoor have what it takes to disrupt the real estate industry, or is the stock just another value trap? What's next for Opendoor? To chart what might come next for Opendoor, it's a good idea to put its big stock gains over the last year in context. The company's huge valuation run up over the last year was heavily powered by meme-stock momentum. Opendoor's share price surged last year after EMJ Capital founder and president Eric Jackson championed the stock as a potentially massive winner. But while the stock saw massive gains in conjunction with achieving hot meme-stock status, actual business performance was less flashy. Opendoor posted sales of roughly $915 million in last year's third quarter -- down substantially from the roughly $1.38 billion in revenue it recorded in the prior-year period. Meanwhile, gross profit came in at roughly $66 million -- down from $105 million in the prior-year quarter. In addition to the sales decline in the period, gross margin deteriorated to 7.2% from 7.6% in the previous year's quarter. Expand NASDAQ : OPEN Opendoor Technologies Today's Change ( 3.83 %) $ 0.18 Current Price $ 4.88 Key Data Points Market Cap $4.5B Day's Range $ 4.76 - $ 5.04 52wk Range $ 0.51 - $ 10.87 Volume 43M Avg Vol 87M Gross Margin 8.01 % On the other hand, the company's non-GAAP (adjusted) net loss in Q3 2025 narrowed to $61 million from $70 million in Q3 2024. Opendoor has been relying on the integratio...

Anne Czichos/iStock Editorial via Getty Images CVS Health ( CVS ) said that its network of around 9,000 pharmacies is accepting TrumpRx discount cards for prescription drugs. President Trump formally launched the TrumpRx program on Thursday evening. Initially, discounts are available for 43 drugs from five drugmakers: AstraZeneca (AZN ), Eli Lilly (LLY ), EMD Serono, Novo Nordisk (NVO ), and Pfizer (PFE ). Consumers can get discounted medications in two ways: either by searching on TrumpRx.gov, which shows the price and then redirects them to a drugmaker's site to complete the transaction; or with a coupon card at participating pharmacies. CVS is also a retail pharmacy partner for Novo Nordisk's NovoCare Pharmacy. More on CVS CVS Health: Exploit The Sector Panic Ahead Of Earnings CVS Health Corporation (CVS) Analyst/Investor Day Prepared Remarks Transcript CVS Health Corporation (CVS) Analyst/Investor Day - Slideshow CVS Health to swap Amgen and Lilly’s bone drugs with biosimilars in commercial formularies Healthcare lobbying efforts reach record high in Washington: report

The Standard & Poor's 500 index slipped 0.1% this week as declines led by the consumer discretionary Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.

In this article META MSFT AMZN GOOGL Follow your favorite stocks CREATE FREE ACCOUNT A general view of the Google Midlothian Data Center where Texas Gov. Greg Abbott and Alphabet and Google CEO Sundar Pichai are scheduled to speak on Nov. 14, 2025 in Midlothian, Texas. Ron Jenkins | Getty Images Alphabet , Microsoft , Meta and Amazon are expected to spend nearly $700 billion combined this year to fuel their AI buildouts. For investors who love cash above all else, some warning signs may be flashing. With the heart of tech earnings season wrapping up this week, Wall Street has a clearer picture of how the artificial intelligence race is poised to accelerate in 2026. The four hyperscalers are now projected to increase capital expenditures by more than 60% from the historic levels reached in 2025, as they load up on high-priced chips, build new mammoth facilities and buy the networking technology to connect it all. Getting to those kinds of numbers is going to require sacrifice in the form of free cash flow. Last year, the four biggest U.S. internet companies generated a combined $200 billion in free cash flow, down from $237 billion in 2024. The more dramatic drop appears to be ahead, as companies invest heavily upfront, promising future returns on investment. That means, margin pressures. less cash generation in the near term and the potential need to further tap the equity and debt markets. Alphabet held a $25 billion bond sale in November, and it's long-term debt quadrupled in 2025 to $46.5 billion. Amazon, which on Thursday said it expects to spend $200 billion this year, is now looking at negative free cash flow of almost $17 billion in 2026, according to analysts at Morgan Stanley, while Bank of America analysts see a deficit of $28 billion. In a filing with the SEC on Friday, Amazon let investors know that it may seek to raise equity and debt as its buildout continues. watch now VIDEO 3:37 03:37 Amazon’s free cash flow likely to go negative on this capex, while...

mustafaU/iStock via Getty Images Palantir Technologies Inc. ( PLTR ), the leading provider of artificial intelligence software for government and commercial customers, reported fourth-quarter results that beat analyst estimates . As part of a broader market selloff, particularly for AI stocks, Palantir Technologies stock has declined 17.4% since my last report . In this report, I discuss the company’s most recent earnings and the outlook, and I update my price target. Palantir Earnings Are Simply Impressive Palantir Technologies (Q4 2025 Earnings Presentation) The growth story of Palantir Technologies remains impressive. Sales rose 70% in the fourth quarter to $1.41 billion, beating estimates by $65.4 million, or 4.9%. Earnings per share rose to $0.25 and were $0.02 ahead of expectations. Excluding strategic contracts, the revenue growth was even 72%. In the U.S., revenues grew 93% to $1.077 billion, with 137% growth to $507 million for commercial revenues and 66% growth to $570 million for U.S. Government contracts. International contract revenues rose 22.5% to $331 million. Adjusted operating income increased 114% to $798 million as margins increased from 45% last year to 57% this year. So, we continue to see that operating leverage is improving. As I previously noted, the cost profile to a large extent is decoupled from top-line growth, and that allows margins to increase substantially. Customer count increased 34% year-on-year, while commercial customer count rose 37%. Sequentially, customer count rose 5%. Net dollar retention was 139%. Net dollar retention is the recurring revenues from a customer cohort in the prior year plus contract upsells minus down sells and churn divided by the recurring revenues from the cohort in the last year. It provides an indication of contract value expansions or contractions. So, what we are seeing is that the company is not only increasing its customer count but also expanding business with existing customers. Palantir Technolog...

Palantir Technologies: Why This AI Elite Growth Compounder Still Looks Attractive (PLTR) Seeking Alpha

Key Points IEMG offers a higher yield and higher recent return, but has deeper historical drawdowns than NZAC. NZAC applies an ESG screen focused on climate alignment, while IEMG tracks a broad emerging markets index. IEMG is vastly larger and more liquid, holding nearly four times as many stocks as NZAC. 10 stocks we like better than iShares - iShares Core Msci Emerging Markets ETF › The State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NASDAQ:NZAC) emphasizes climate-focused Environmental, Social, and Governance (ESG) screening across global markets, while the iShares Core MSCI Emerging Markets ETF (NYSEMKT:IEMG) delivers broad emerging markets exposure with a higher yield and significantly greater assets under management. Both NZAC and IEMG seek diversified global equity exposure, but differ in region, style, and focus. NZAC tilts toward climate-conscious investing, spanning developed and emerging markets; IEMG zeroes in on emerging markets, offering a more concentrated regional play. This comparison unpacks their costs, returns, risk, and portfolio makeup to help clarify the trade-offs. Snapshot (cost & size) Metric NZAC IEMG Issuer SPDR IShares Expense ratio 0.12% 0.09% 1-yr return (as of 2026-01-30) 15.8% 35.3% Dividend yield 1.9% 2.5% Beta 1.06 0.63 AUM $183.2 million $138.8 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year weekly returns. The 1-year return represents total return over the trailing 12 months. IEMG is slightly more affordable in fees, charging 0.09% compared to NZAC’s 0.12%. IEMG also provides a higher trailing dividend yield by 0.6 percentage points, which may appeal to income-oriented investors. Performance & risk comparison Metric NZAC IEMG Max drawdown (5 y) -28.29% -37.16% Growth of $1,000 over 5 years $1,499 $1,106 What's inside IEMG holds 2,673 stocks across emerging markets, with a sector tilt toward technology (28%), financial services (21%), and consumer cyclicals (11%). Its larges...

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油价震荡走高，投资者评估美国与伊朗的核谈判进展。 WTI收于每桶63美元上方，市场对与会谈相关的消息反应剧烈。 伊朗外长阿拉格齐表示会谈“开局良好”，但有报道称，德黑兰仍坚持拒绝停止核燃料浓缩，而这是美国方面的主要关切。 交易员在权衡地缘政治紧张局势的同时也关注原油供应可能过剩的前景。 原油自12月中旬以来首次单周回落，因为美伊会谈有助于缓解对该地区爆发更大范围冲突的担忧。 在数据显示美国消费者信心指数意外升至六个月高位后，油价扩大涨幅，因为这缓解了市场对美国经济放缓、进而拖累原油需求的担忧。 3月WTI原油在纽约市场上涨0.4%，结算价每桶63.55美元。 4月布伦特原油上涨0.7%，至每桶68.05美元。 责任编辑：李桐

MGM China Holdings press release ( MCHVY ): Q4 Non-GAAP EPS of $1.60. Revenue of $4.6B. More on MGM China Holdings Seeking Alpha’s Quant Rating on MGM China Holdings Historical earnings data for MGM China Holdings Dividend scorecard for MGM China Holdings Financial information for MGM China Holdings

Key Points CEO Kate Johnson bought half a million dollars of Lumen's stock yesterday. Shares had fallen following Tuesday's earnings release and volatility in the tech sector. Lumen has done a good job of paying down debt, but its overall revenue and profits continue to decline. 10 stocks we like better than Lumen Technologies › Shares of fiber network giant Lumen Technologies (NYSE: LUMN) 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. 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 » 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. 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 direc...

Venzee Technologies ( VENZ:CA ) said on Friday that Hebe Chen has been appointed CFO, succeeding Darren Battersby, who will remain on the board of directors. Chen, who is currently a financial accountant with Digital Commerce Group, has worked with Venzee since 2024 through accounting services provided by Digital Commerce Payments. Shares -17.24%. More on Venzee Technologies Inc. Seeking Alpha’s Quant Rating on Venzee Technologies Inc. Financial information for Venzee Technologies Inc.

Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Tim Stenovec. (Source: Bloomberg)

TMX Group press release ( TMXXF ): Q4 GAAP EPS of $0.60. Revenue of $457.8M. More on TMX Group Limited TMX Group: Not Cheap, But I Expect Strong Earnings Growth BeWhere Holdings launches C$4 million private placement Aurania to receive up to C$750,000 loan from CEO Seeking Alpha’s Quant Rating on TMX Group Limited Historical earnings data for TMX Group Limited

"Are We A Nation... Or A Market?" Heritage And Cato Square-Off In Right-Wing Think-Tank Infighting In last night’s ZeroHedge immigration debate, Simon Hankinson of the Heritage Foundation and David Bier of the Cato Institute offered sharply different policy prescriptions on the border, ICE, and H1B visas. A proponent of net subzero immigration, Hankinson emphasized national cohesion and first-world culture while warning against treating people as interchangeable labor inputs. Bier, by contrast, defended the increasingly unpopular position of loosening immigration restrictions to allow a freer flow of individuals across the border. To Bier, who penned the above NYT op-ed late in Biden’s term, immigration is a question of individual liberty and voluntary association. Taking the pure libertarian perspective, he believes the government ought not have a role in job protectionism nor prohibiting an individual's movement. Below were the key exchanges for those short on time and listen to the full think tank v. think tank debate here: “Humans are not just labor units” Hankinson rejected the idea that immigration can be evaluated purely through economic efficiency or aggregate fiscal outcomes, arguing that such an approach strips the concept of nationhood of any substantive meaning. As he put it, “humans are not just work units…. If we don't care if it's, you know, Gustav or Jerry or Carlos or Charlie or Mohammed or Melvin, it's just how many widgets can you make in a day? How many cars can you make in a week?” and instead emphasized that immigrants ought to “know the language, the culture, the history, if you love the country, if you fight for it, if you'd send your kids to fight for it, or if you'd volunteer for the fire department.” “If none of that matters, if we're just labor units, then we should have unlimited immigration and there should be a free market.” pic.twitter.com/Yg0FwAsQAP — ZeroHedge Debates (@zerohedgeDebate) February 6, 2026 Immigrants are not assaulting...

HJBC/iStock Editorial via Getty Images It has been one year since I last covered Bristol-Myers Squibb ( BMY ), rating the stock a Hold . That article followed Q4 2024 earnings, when investors were spooked by declining 2025 guidance. Since then, the stock has returned 10%, lagging the S&P 500 and falling significantly in the interim, validating my cautious outlook. However, the narrative has shifted. A recovery began to take hold in Q2 2024 and has accelerated since. The guidance that caused panic last year proved overly conservative: BMY delivered $48.2B in 2025 sales, handily beating management's ~$45.5B forecast. This outperformance fueled a strong rally in shares, that now trade 40% above 52-week lows, suggesting that current management prefers to under-promise and over-deliver. Yesterday, BMS reported Q4 2025 results that beat consensus estimates on the top and bottom-line. More importantly, 2026 guidance came in substantially higher than Wall Street estimates, proving that the growth portfolio is gaining momentum. My conclusion is that investor expectations are still too low, setting up BMS to outperform in 2026. Risks remain, most notably that several BMS drugs face loss of exclusivity (LOE), presenting investors with a deepening patent cliff by 2028. Eliquis faces generic competition in Europe this year, with the more significant US impact beginning in 2028. Further, Opdivo, the company's top PD-1 inhibitor, faces LOE in 2028 . A subcutaneous version named Qvantig has been FDA approved and may offset this. Together, Eliquis and Opdivo account for 48.5% of 2025 revenues. Consequentially, 2026 will be a year in which success or failure will be judged by clinical execution. The company has registrational data coming for seven clinical trials and pivotal data from two more. Thus, the bull case hinges on the pipeline's ability to bridge the 2028 gap. Buying the stock today is a bet on the pipeline. While BMY trades for only 9.6x 2026 non-GAAP EPS guidance, the rev...

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在科技巨头不断加大AI领域支出激化市场的泡沫担忧之际，英伟达CEO黄仁勋公开发声“灭火”，为动辄数千亿美元的投入背书。 美东时间2月6日周五，黄仁勋在接受采访时表示，科技行业激增的AI基础设施资本支出是合理、恰当且可持续的，这场“人类史上最大规模的基础设施建设”由“极高”的算力需求驱动。 黄仁勋作出上述表态当天，本周五AI概念股全线反弹。尾盘刷新日高时，英伟达股价涨至187美元，日内涨约8.8%，收涨近7.9%，扭转五连跌，摆脱周四所创去年12月17日以来收盘低谷，本周仍累跌约3%。 黄仁勋讲话正值投资者对持续高投入下AI能否获得可观的回报产生严重质疑，并且由于Anthropic发布的新工具引发了AI颠覆传统软件商业模式的恐慌，科技股惨遭抛售。 高盛分析师 甚至悲观地将当前的软件业与本世纪初被互联网颠覆的报纸类比。 周五的报道指出，过去两周公布的最新财报和指引以及此前公开的计划显示，2026年，英伟达的关键客户Meta、亚马逊、谷歌和微软的计划资本支出将合计达到约6500亿美元，较2025年增长约60%。6000多亿美元的支出规模远超全球多个中等经济体的GDP，其中大部分资金将用于购买英伟达的芯片。 华尔街见闻 稍早提到，过去一周，市场对AI投资效率的担忧引发剧烈抛售。据FactSet数据，微软、英伟达、亚马逊、谷歌母公司Alphabet、Meta及甲骨文等科技巨头的市值累计蒸发约1.35万亿美元。 上周四，公布 第二财季资本支出 超预期猛增66%后，微软股价收跌10%，市值一日蒸发3570亿美元，创美股史上第二大个股单日市值跌幅，本周四盘后公布 预计2026年资本支出 较上年增50%后，亚马逊周五逆市大跌，早盘刷新日低时跌约10%，收跌近5.6%。 AI公司正盈利 支出将持续增长 黄仁勋周五表示，所有这些科技公司的现金流将开始上升，AI基础设施的建设将持续七到八年。他强调，AI已经变得“非常有用且非常强大”，其采用率变得“极高”。 黄仁勋说：“只要人们继续为AI付费，AI公司能够从中获得利润，它们就会不断翻倍、翻倍、翻倍、翻倍。” 他援引具体案例说明英伟达客户如何利用AI盈利。Meta正在使用AI将原本在CPU上运行的推荐系统转变为使用生成式AI和智能体的系统；亚马逊云服务AWS对英伟达芯片的使用将影响这家零售巨头的产品推荐方式；微软将使用英伟达驱动的AI改进其企...

For one week on Wall Street at least, steady real-economy assets beat software and speculation. An AI startup’s new tool to automate legal work captivated investors’ attention on Tuesday morning. By lunchtime, billions had been wiped out from software, finance and asset-management companies. Credit traders dumped technology debt. The daredevil set — Bitcoin , meme stocks , silver bets — got crushed together. What won instead: Wagers on homebuilders, trucking firms as well as wood and forestry companies. Risk-parity strategies, the kind of balanced but steady portfolios that had looked obsolete during the tech boom. Gold. Chalk up a victory then for the tangible trades. The trigger: Anthropic, a well-funded AI firm, released tools designed to automate legal and financial work, raising fears about which industries artificial intelligence would displace next. The market panic spread from information services to asset managers holding software debt to private credit markets, where technology borrowers had been gorging on cheap capital. The shock landed on markets already primed for a reversal. Bitcoin’s collapse was largely idiosyncratic — overleveraged positions as the cryptocurrency gave back gains dating to President Donald Trump ’s re-election. Silver and other consensus trades had been cracking for weeks as overcrowded bets were abandoned. The AI automation fear simply accelerated what was already in motion, crystallizing anxieties about valuations that had run too far and bets that had grown too popular. The common thread: software, crypto , and speculative bets, or assets that exist on screens, not in the physical world. “This is a clear rotation out of abstraction,” said Peter Atwater , founder of Financial Insyghts. “There are lots of parallels to what we saw in 2021. We race for futuristic abstraction at peaks in confidence, and flee from it in search of tangibility as confidence falls.” The S&P 500 ended a tumultuous week little changed, but speculative corne...

据 特斯拉 高管在网上发布的帖子称，该公司正在招聘人员，以支持马斯克最近宣布的计划，即成为美国最大的太阳能组件制造商。 这些帖子显示，该公司正在按照马斯克上个月宣布的建立100吉瓦国内太阳能产能的新愿景采取行动。 “这是一个大胆、雄心勃勃的项目，”塞斯·温格（Seth Winger），特斯拉太阳能产品工程高级经理，在公司高管在领英上发布的几篇帖子之一中写道。 “我们需要大胆、雄心勃勃的工程师和科学家来帮助我们实现大规模发展。如果你想以极快的速度解决棘手的制造问题，并帮助美国在可再生能源发电方面取得突破，就来加入我们吧。” 特斯拉网站上一则太阳能制造开发工程师的招聘启事称，公司的目标是 “在2028年底之前，在美国本土实现100GW的太阳能制造能力”。 马斯克此前并未给出这一目标的时间表，也未宣布为此加大招聘力度的计划。 特斯拉工程总监拉尔夫·戈姆（Ralf Gomm）和负责电池电芯生产的副总裁博恩·埃格莱斯顿（Bonne Eggleston）本周也发布了公司在太阳能领域的招聘计划。 这些招聘信息是最新的迹象，表明特斯拉正在将雄心转向太阳能制造，而此时其电动汽车销量正在下滑。 马斯克本人曾表示，在与人工智能扩张相关的数据中心需求激增之际，太阳能和电池是为电网增加大量电力的最佳方式。 这些观点与特朗普总统政府的观点相冲突。特朗普曾公开批评可再生能源既昂贵又低效，并签署了削减清洁能源补贴的立法。 太空太阳能 马斯克还提出了将部分太阳能电池板送入太空的可能性，这意味着与他的SpaceX业务可能产生协同效应。 在几年时间内，在美国建立100吉瓦的太阳能制造厂将是一项惊人的壮举。 根据太阳能产业协会（Solar Energy Industries Association）的数据，美国目前拥有65GW的太阳能组件产能，而太阳能电池产能仅为3.2GW。电池是将太阳光转化为能源的关键部件，其制造要复杂得多，也昂贵得多。 马斯克以在雄心勃勃的时间表上做出重大承诺而闻名，但他的预测往往事与愿违。 TD Cowen分析师杰夫·奥斯本（Jeff Osborne）在一份客户说明中表示：“尽管马斯克的长期预测通常方向准确，但短期时间表却屡屡落空，尤其是在涉及新制造生态系统的项目上。我们认为这些目标对美国太阳能供应链而言，中期内更像是愿望而非可能。” 责任编辑：李桐

scanrail/iStock via Getty Images Verde Clean Fuels ( VGAS ) -6.9% post-market Friday after saying it has suspended development of its Permian Basin project, primarily due to changing market conditions driven by increasing demand for natural gas in the Permian . In 2024, Verde Clean Fuels ( VGAS ) and Diamondback Energy ( FANG ) subsidiary Cottonmouth Ventures entered into an agreement to jointly develop a natural gas-to-gasoline plant in the Permian Basin utilizing Verde's STG+ technology and associated natural gas from Diamondback’s operations; the company then began development work on the project, which included a front-end engineering and design study that was completed in December 2025. Cottonmouth Ventures remains Verde's ( VGAS ) second largest shareholder and continues to support efforts to deploy the company's technology, Verde CEO Ernest Miller said. More on Verde Clean Fuels Seeking Alpha’s Quant Rating on Verde Clean Fuels Financial information for Verde Clean Fuels

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Is the stock's recent sell-off a buying opportunity? Maybe. Amazon's (AMZN 5.49%) earnings report on Thursday sent the stock lower, worsening an already difficult 2026 for the stock. Shares are now down more than 10% year to date. Investors were digesting the company's mind-boggling guidance for 2026 capital expenditures of about $200 billion. These aggressive investments will be driven, in large part, by the company's effort to support fast-growing demand for its cloud computing business, Amazon Web Services (AWS). But should the stock really be selling off because of these big investment plans? In the company's fourth-quarter earnings call, Amazon CEO Andy Jassy shared some great news about these investment plans -- words that may make a difference in the stock's investment thesis. Here's a look at Jassy's comments, as well as others he made about an important catalyst many investors may be overlooking. A $200 billion bet "Customers really want AWS for core and AI workloads," explained Amazon CEO Andy Jassy. "And we are monetizing capacity as fast as we can install it." But is this massive forecast for capital expenditures really bad news? After all, Jassy seems confident that the company can convert this spending into incremental profit over the long term. "We have deep experience understanding demand signals in the AWS business and then turning that capacity into strong return on invested capital," Jassy explained. In other words, Amazon's already fast-growing and diversified business likely has substantially more growth potential ahead -- for years to come. This is great news for investors. A $10 billion chips business A more overlooked comment from the earnings call that is worth a closer look is the CEO's remark about the company's chip business, which is growing even faster than its cloud business. "I think people know about our chips capability, our chips business, but I'm not sure folks realize how strong a chips company we've become over the last ten year...

Key Points Amazon's forecast for about $200 billion in capital expenditures in 2026 took Wall Street by surprise. Amazon CEO Andy Jassy said he expects the company to earn a strong return on invested capital on its expenditures. The company's nascent chips business is growing at a blistering pace. 10 stocks we like better than Amazon › Amazon's (NASDAQ: AMZN) earnings report on Thursday sent the stock lower, worsening an already difficult 2026 for the stock. Shares are now down more than 10% year to date. Investors were digesting the company's mind-boggling guidance for 2026 capital expenditures of about $200 billion. These aggressive investments will be driven, in large part, by the company's effort to support fast-growing demand for its cloud computing business, Amazon Web Services (AWS). But should the stock really be selling off because of these big investment plans? In the company's fourth-quarter earnings call, Amazon CEO Andy Jassy shared some great news about these investment plans -- words that may make a difference in the stock's investment thesis. 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 » Here's a look at Jassy's comments, as well as others he made about an important catalyst many investors may be overlooking. A $200 billion bet "Customers really want AWS for core and AI workloads," explained Amazon CEO Andy Jassy. "And we are monetizing capacity as fast as we can install it." But is this massive forecast for capital expenditures really bad news? After all, Jassy seems confident that the company can convert this spending into incremental profit over the long term. "We have deep experience understanding demand signals in the AWS business and then turning that capacity into strong return on invested capital," Jassy explained. In other words, Amazon's already fast-growing and diversified business likely has substantially more growth...

The S&P 500 Index ($SPX) (SPY) on Friday closed up +1.97%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up +2.47%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +2.15%. March E-mini S&P futures (ESH26) rose +1.92%, and March E-mini Nasdaq futures (NQH26) rose +2.07%. Stock indexes rallied sharply on Friday, with the Dow Jones Industrials posting a new all-time high. Recently beaten-down chipmakers, software companies, and AI-infrastructure stocks surged on Friday on dip buying as they recovered some of this week's sharp losses. Stock indexes added to their gains on Friday after the University of Michigan US Feb consumer sentiment index unexpectedly rose to a 6-month high. On the negative side of the market, Amazon.com fell more than -5% after the company announced plans to spend $200 billion this year on data centers, chips, and other equipment, sparking concern that its huge bet on artificial intelligence may not pay off in the long run. The University of Michigan US Feb consumer sentiment index unexpectedly rose +0.9 to a 6-month high of 57.3, stronger than expectations of a decline to 55.0. The University of Michigan US Feb 1-year inflation expectations fell to a 13-month low of 3.5%, weaker than expectations of no change at 4.0%. The Feb 5-10 year inflation expectations ticked up to 3.4%, stronger than expectations of no change at 3.3%. US Dec consumer credit rose by +$24.045 billion, stronger than expectations of +$8.000 billion and the largest increase in a year. Fed comments on Friday were mixed for stocks and bonds. On the positive side, Fed Vice Chair Philip Jefferson said he was "cautiously optimistic" about the US economy's outlook and that strong productivity growth could help return inflation to the Fed's 2% target. Conversely, Atlanta Fed President Raphael Bostic said, "It's paramount for the Fed to keep monetary policy in a restrictive posture so that we get inflation back to 2%." Also, Bitcoin (^BTCUSD) recovered from a 1.25-year low on Fr...

This Week This was one of those weeks we’ve seen on occasion in the last year (and especially since late October) where markets worry about artificial intelligence (AI). There were two flavors of concern: AI as disruptor: Anthropic’s new AI legal tool drove a selloff (especially) in software (including private markets) over fears AI will disrupt their businesses. AI is EXPENSIVE: GOOG announced plans to double its capex in 2026 to $175-$185 billion, while AMZN plans to boost capex in 2026 nearly 60% to $200 billion, renewing worries about the potential profitability of AI. Aside from AI, there were also three negative(ish) labor market reports (all with caveats): ADP showed the private sector added fewer jobs (+22,000) than expected in January (+45,000), but revised monthly gains have improved since last spring and stabilized at low levels. Initial claims rose (231,000) much more than expected (212,000), but this may be partly due to winter storm Fern and unusually cold weather. JOLTS job openings came in 700,000 lower than expected, but this doesn’t match private data like Indeed, and the hiring rate rose, while the layoff rate was steady at very low levels. So, after a bounce today, software stocks are down 9% for the week, the Nasdaq-100® is down 2% (blue line), and 10-year Treasury yields are down ~5bp to 4.2% (black line). Next Week Here are 5 events I’m watching next week:

The company, which makes glass products for tech companies including Apple announced a multiyear deal with Meta Platforms on Jan. 27. It will supply Meta with cabling, optical fiber, and connectivity solutions for data centers across the U.S. Shares then came down 5% on Jan. 28, even though the company reported fourth-quarter earnings and revenue that beat estimates.

Just about everything has gone right for Michaels Cos. since it was in dire financial straits over the risk of a US tariff shock. Since April, the Apollo Global Management Inc. -backed arts-and-crafts retailer has logged consistently strong results, most recently that same-store sales will jump by 7.9% to 8.2% in the fourth quarter, according to people familiar with the matter. Its bonds , which plunged to 34 cents on the dollar last May, have nearly tripled back to par and have investors gearing up for the firm to refinance billions of dollars of debt, said the people, who asked not to be identified discussing a private matter. UBS Group AG is among the bankers that has been fielding calls from holders, they said. It’s a remarkable turn for Michaels, which was hit hard by President Donald Trump’s so-called Liberation Day tariff announcement. Around that time it was considering revamping its balance sheet, including potentially through a liability management exercise. But those efforts are no longer needed amid the rebound in its debt. Representatives with Apollo and UBS declined to comment. A Michaels spokesperson said its strategy to be “the destination for creating and celebrating is resonating.” Michaels’ preliminary fourth-quarter results released to investors Friday, guided for revenue to hit a roughly $1.765 billion to $1.77 billion range, while a measure of earnings is projected to reach $318 million to $328 million in the three-month period, said some of the people. The retailer anticipates the quarter ended with $65 million to $$70 million of cash and an undrawn asset-based revolver. Michaels has been looking to capitalize on the void left by the liquidations of peers Joann Inc. and Party City Holdco Inc .

Market players and analysts alike weren't impressed with the company's inaugural quarter of its fiscal 2026. Largely because of a poorly received earnings report, BellRing Brands (BRBR +0.67%) was an unpopular stock over the past few trading days. Several post-earnings price target cuts by analysts also dampened sentiment. BellRing's stock got its bell rung as a result, falling by nearly 21% across this week, according to data compiled by S&P Global Market Intelligence. First-quarter flop BellRing, a maker of nutrition beverages and comestibles, reported its first-quarter fiscal 2026 results on Tuesday. Net sales for the period were marginally higher at just over $537 million. Net income not in accordance with generally accepted accounting practices (GAAP) decreased sharply to just under $45 million ($0.37 per share) from first-quarter 2025's more than $76 million. However, the consensus analyst estimate for non-GAAP (adjusted) net income was $0.32 per share. BellRing also beat the average pundit expectation of just under $504 million. On the same day it announced those results, BellRing divulged that its CEO Darcy Davenport is retiring from the company, effective by Sept. 30 at the latest. The company's board of directors has launched a formal search for her replacement. Expand NYSE : BRBR BellRing Brands Today's Change ( 0.67 %) $ 0.13 Current Price $ 19.61 Key Data Points Market Cap $2.3B Day's Range $ 19.36 - $ 20.21 52wk Range $ 19.36 - $ 79.57 Volume 143K Avg Vol 4.3M Gross Margin 31.68 % A haircut to the top end of guidance Yet BellRing's share slide was due more to a guidance adjustment than anything else. The company trimmed the high end of its sales forecast and adjusted its earnings before interest, taxes, depreciation, and amortization (EBITDA) outlook. For full-year 2026, it's now modeling net sales of $2.41 billion to $2.46 billion, and adjusted EBITDA of $425 million to $440 million. Almost immediately following the earnings release, several analysts ...