Erik Isakson The Netherlands-based Nebius ( NBIS ), which provides cloud-based computing power for artificial intelligence, announced today it has agreed to buy the startup Tavily, an agentic search provider. Adding Tavily's agentic search to its AI cloud platform allows Nebius to expand the integrated software stack needed to assemble and operate enterprise-grade agentic systems, the company said...
Erik Isakson The Netherlands-based Nebius ( NBIS ), which provides cloud-based computing power for artificial intelligence, announced today it has agreed to buy the startup Tavily, an agentic search provider. Adding Tavily's agentic search to its AI cloud platform allows Nebius to expand the integrated software stack needed to assemble and operate enterprise-grade agentic systems, the company said. While Token Factory , which Nebius released in November, provides the high-performance inference required for agents to reason, Tavily provides the real-time web access required for accuracy. "By combining high-performance inference with real-time grounding, Nebius provides the essential building blocks for the next generation of AI applications," Nebius said. As part of the deal, Tavily founder and CEO Rotem Weiss and his team of about 30 employees will join Nebius and continue to lead development of the Tavily product. Tavily, founded in 2024, has offices in Tel Aviv, New York City and Abu Dhabi. Although financial details of the deal were not provided, the Calcalist reported that Nebius will pay an initial $275M, which could increase to $400M if certain milestones are met. It is expected to close within the next few weeks. "This acquisition brings the search layer directly into our stack, so developers can focus on their applications instead of managing multiple vendors," said Nebius co-founder and Chief Business Officer Roman Chernin. "Our strategy is clear: provide an open platform that serves everyone from startups to the largest enterprises, giving them the tools to own their AI destiny." The agentic AI market is expected to grow from $7.5B in 2025 to nearly $200B by 2034, according to Precedence Research . More on Nebius Group Nebius: A Sober Look At Q4 Earnings Nebius: This Correction Looks Overdone Ahead Of Q4 (Earnings Preview) Nebius Earnings Preview: Growth Now, Rubin Expansion Ahead AI-related names mostly rise on Monday following Super Bowl's tech-heavy ads...
N Rotteveel/iStock Editorial via Getty Images The crypto world has been getting slammed since early in Q4 last year. Coinbase Global, Inc. ( COIN ) is no exception and has now dropped about 57% over four months. I had given the stock a buy rating in late October before their Q3 earnings. Even with a relatively strong report, the stock has tanked alongside the majority of all crypto investments. Se...
N Rotteveel/iStock Editorial via Getty Images The crypto world has been getting slammed since early in Q4 last year. Coinbase Global, Inc. ( COIN ) is no exception and has now dropped about 57% over four months. I had given the stock a buy rating in late October before their Q3 earnings. Even with a relatively strong report, the stock has tanked alongside the majority of all crypto investments. Seeking Alpha COIN is one of the leading cryptocurrency exchanges and digital asset platforms in the world, offering retail and institutional investors the ability to buy, sell, and custody a wide range of cryptocurrencies. Beyond trading, COIN is growing its platform, providing solutions for stablecoins, staking, and institutional-grade custody, positioning itself as a comprehensive hub in the rapidly evolving digital asset ecosystem. I think heavily weighing short-term trends in this space is not the greatest decision and I still believe the company and industry's long-haul growth prospects are still intact. Market fluctuations are inevitable in this field, and while it takes patience and a gut for the volatility, I still have COIN as a buy, as Q4 earnings are set to be released this week. The company has demonstrated consistent cash growth and maintains a strong balance sheet, which provides flexibility to capitalize on industry expansion, invest in new technologies, and tokenization in the constantly evolving crypto landscape. Transactionally, numbers are trudging along just fine, and amongst peers, COIN is in a good regulatory spot for global growth. Crypto Freefall The majority of crypto assets have been spiraling down for a few months. Rising crypto prices typically drive higher trading volumes, greater retail engagement, and increased institutional activity, all of which expand Coinbase’s transaction revenue and improve operating leverage. Of course, in times of depreciating crypto prices, the opposite occurs. However, COIN has done a nice job in recent times of diver...
Explore how differences in cost, yield, and sector focus set these two consumer ETFs apart for investors with distinct priorities. The State Street Consumer Staples Select Sector SPDR ETF (XLP 0.43%) and the Invesco Food & Beverage ETF (PBJ 0.65%) both target the U.S. consumer sector, but XLP offers broader staples exposure at a lower cost and higher yield, while PBJ focuses on food and beverage w...
Explore how differences in cost, yield, and sector focus set these two consumer ETFs apart for investors with distinct priorities. The State Street Consumer Staples Select Sector SPDR ETF (XLP 0.43%) and the Invesco Food & Beverage ETF (PBJ 0.65%) both target the U.S. consumer sector, but XLP offers broader staples exposure at a lower cost and higher yield, while PBJ focuses on food and beverage with a more diversified sector mix and higher trading friction. XLP and PBJ both give investors access to U.S. companies in food, beverage, and consumer defensive industries, but their approaches and underlying holdings differ. This comparison looks at cost, recent returns, risk, liquidity, and portfolio makeup to see which fund may better fit specific objectives. Snapshot (Cost & Size) Metric XLP PBJ Issuer SPDR Invesco Expense ratio 0.08% 0.61% 1-yr return (as of 2026-02-04) 10.6% 4.1% Dividend yield 2.4% 1.6% Beta 0.53 0.56 AUM $16.2 billion $102.5 million Beta measures price volatility relative to the S&P 500; beta is calculated from five-year weekly returns. The 1-yr return represents total return over the trailing 12 months. XLP is more affordable to hold, with a 0.08% expense ratio versus PBJ’s 0.61%, and also pays a higher yield, making it more attractive for cost- and income-focused investors. Performance & Risk Comparison Metric XLP PBJ Max drawdown (5 y) -16.31% -15.84% Growth of $1,000 over 5 years $1,323 $1,293 What's Inside PBJ tracks 31 U.S. food and beverage companies, drawing 89% of its portfolio from consumer defensive names but also including basic materials and industrials for added diversification. Its top holdings as of early Feb. 2026 are Corteva Inc (CTVA +0.93%), Sysco Corp (SYY +1.12%), and Monster Beverage Corp (MNST 0.92%), each near 5%. The fund has been around for over 20 years and rebalances quarterly, which may introduce some turnover and sector rotation not found in traditional index funds. By contrast, XLP is tightly focused on the consumer ...
Getty Images In my previous article on the Franklin FTSE India ETF ( FLIN ), I rated the fund a ‘Buy’ largely due to the landmark free trade deal between the EU and India (EU-India FTA). I concluded that economic growth in the country will continue, benefiting broad market India funds such as FLIN. While I am generally bullish on India as a whole, I do not think all India funds are created equal. ...
Getty Images In my previous article on the Franklin FTSE India ETF ( FLIN ), I rated the fund a ‘Buy’ largely due to the landmark free trade deal between the EU and India (EU-India FTA). I concluded that economic growth in the country will continue, benefiting broad market India funds such as FLIN. While I am generally bullish on India as a whole, I do not think all India funds are created equal. Previously , I also covered the Invesco India ETF ( PIN ), giving the fund a ‘Sell’ rating. I concluded that due to a lack of momentum, higher expense ratios, and failure to outperform despite an emphasis on quality, investors should avoid the Invesco India ETF. That said, I now turn to the Columbia India Consumer ETF ( INCO ). My investment thesis is the following: While exposure to Indian consumer companies provides a structural narrative for long-term growth, the narrow exposure minimizes the immediate benefits provided by new trade deals. While trade deals like the EU-India FTA will likely have a positive effect on Indian funds overall, broad exposure, including exposure to Indian financial and tech services, stands to gain the most in the short term. For these reasons, I rate INCO a ‘Hold.’ Fund History The Columbia India Consumer ETF has an inception dating back to August 2011, providing us roughly 15 years of fund management and history to consider. According to the fund’s website, INCO’s objective is “[to achieve] investment results that correspond, before fees and expenses, to the price and yield performance of the Indxx India Consumer Index.” – Fund website Its peers consist of other India ETFs such as First Trust India NIFTY 50 Equal Weight ETF ( NFTY ), iShares MSCI India Small-Cap ETF ( SMIN ), VanEck India Growth Leaders ETF ( GLIN ), Invesco India ETF ( PIN ), and Franklin FTSE India ETF ( FLIN ). Furthermore, fund manager Columbia Threadneedle is a global leader in the mutual fund and ETF space. The firm has an international presence, managing $678 billion i...
Image source: The Motley Fool. Tuesday, Aug. 5, 2025 at 10 a.m. ET Call participants Chief Executive Officer — Kevin Timothy Hogan Chief Financial Officer — Elias Farid Habayeb Head of Investor Relations — Isil Muderrisoglu Takeaways Variable annuity reinsurance transaction -- Corebridge closed the AGL portion, representing about 90% of the transaction, generating $2.1 billion in net distributable...
Image source: The Motley Fool. Tuesday, Aug. 5, 2025 at 10 a.m. ET Call participants Chief Executive Officer — Kevin Timothy Hogan Chief Financial Officer — Elias Farid Habayeb Head of Investor Relations — Isil Muderrisoglu Takeaways Variable annuity reinsurance transaction -- Corebridge closed the AGL portion, representing about 90% of the transaction, generating $2.1 billion in net distributable proceeds, with the remainder expected to close in the fourth quarter, subject to regulatory approvals. -- Corebridge closed the AGL portion, representing about 90% of the transaction, generating $2.1 billion in net distributable proceeds, with the remainder expected to close in the fourth quarter, subject to regulatory approvals. Adjusted pretax operating income -- $942 million, with operating earnings per share of $1.36, a 20% increase year over year and no notable items in the quarter. -- $942 million, with operating earnings per share of $1.36, a 20% increase year over year and no notable items in the quarter. Operating earnings per share (run rate) -- $1.30, representing an 8% year-over-year increase, and an adjusted run rate return on equity of 13.7%, up 90 basis points. -- $1.30, representing an 8% year-over-year increase, and an adjusted run rate return on equity of 13.7%, up 90 basis points. Individual retirement net inflows (excluding variable annuities) -- $3.2 billion, up 4% year over year and more than double sequentially, a company high point. -- $3.2 billion, up 4% year over year and more than double sequentially, a company high point. Individual retirement record sales -- $6.8 billion in premiums and deposits this quarter, including $500 million from the recently launched RILA product. -- $6.8 billion in premiums and deposits this quarter, including $500 million from the recently launched RILA product. Group retirement business -- Fee earning assets increased 7% sequentially, and out-of-plan deposits rose 22% within the quarter; base spread income decreased ...
Weighing cost, scale, and portfolio focus, these ETFs take distinctly different approaches to investment-grade bond exposure. The iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI) and the Fidelity Investment Grade Bond ETF (NYSEMKT:FIGB) differ most in cost, yield, and risk: IEI is more affordable and larger, while FIGB pays a higher yield but has seen sharper downturns. Expand NASDAQ : IEI iShares ...
Weighing cost, scale, and portfolio focus, these ETFs take distinctly different approaches to investment-grade bond exposure. The iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI) and the Fidelity Investment Grade Bond ETF (NYSEMKT:FIGB) differ most in cost, yield, and risk: IEI is more affordable and larger, while FIGB pays a higher yield but has seen sharper downturns. Expand NASDAQ : IEI iShares Trust - iShares 3-7 Year Treasury Bond ETF Today's Change ( 0.20 %) $ 0.24 Current Price $ 119.62 Key Data Points Day's Range $ 119.58 - $ 119.67 52wk Range $ 115.18 - $ 120.44 Volume 198K IEI aims to track the performance of U.S. Treasury bonds with maturities of 3 to 7 years, offering a pure-play on government debt. FIGB, in contrast, provides exposure to a broader set of U.S. investment-grade bonds, including corporates, for investors seeking diversification beyond Treasuries. This comparison looks at cost, performance, risk, and what is inside each fund. Snapshot (cost & size) Metric IEI FIGB Issuer IShares Fidelity Expense ratio 0.15% 0.36% 1-yr return (as of Feb. 9, 2026) 6.7% 6.8% Dividend yield 3.5% 4.1% Beta 0.71 1.01 AUM $17.9 billion $327 million Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. IEI is more affordable with a 0.15% expense ratio, compared to FIGB’s 0.36%. While FIGB offers a higher dividend yield at 4.1%, IEI’s lower cost and higher assets under management (AUM) may appeal to cost-conscious investors or those seeking greater liquidity. Performance & risk comparison Metric IEI FIGB Max drawdown (4 y) (10.9%) (15.6%) Growth of $1,000 over 4 years $1,057 $1,038 What's inside FIGB is designed to provide diversified exposure to U.S. investment-grade bonds, with 653 holdings as of Jan. 30, 2026. With nearly five years on the market, its top holdings include U.S. Treasury Notes 4.25% and other similar securities. Almost half, or 4...
Team GB's Jen Dodds and Bruce Mouat say their loss "hurts" after being edged out by hosts Italy in the curling mixed doubles bronze medal game - echoing their heartbreak from missing out on bronze in Beijing four years ago. READ MORE: Mouat & Dodds denied bronze as GB medal wait continues Available to UK users only.
Team GB's Jen Dodds and Bruce Mouat say their loss "hurts" after being edged out by hosts Italy in the curling mixed doubles bronze medal game - echoing their heartbreak from missing out on bronze in Beijing four years ago. READ MORE: Mouat & Dodds denied bronze as GB medal wait continues Available to UK users only.
EvgenyMiroshnichenko/iStock via Getty Images Investment Thesis I think the title already makes it clear that my view here is a Sell, and it’s worth being explicit about the reason from the start. Not because Vale S.A. ( VALE ) is a bad company... quite the opposite. We’re talking about a business with a solid operation, consistent execution, strong cash generation, and a valuation that, taken in i...
EvgenyMiroshnichenko/iStock via Getty Images Investment Thesis I think the title already makes it clear that my view here is a Sell, and it’s worth being explicit about the reason from the start. Not because Vale S.A. ( VALE ) is a bad company... quite the opposite. We’re talking about a business with a solid operation, consistent execution, strong cash generation, and a valuation that, taken in isolation, doesn’t look stretched. From several angles, Vale is still a very good company. For me, the issue is much less about the company itself and much more about where we are in the cycle and the price the market is paying right now. Vale is an extremely cyclical business, highly sensitive to iron ore prices and to overall sentiment toward commodities. In moments like the current one, when the stock has rallied meaningfully (up roughly 75% over the past 12 months in BRL), the narrative improves, flows come in, and the name moves back to the center of attention, a sense of comfort tends to build. TradingView Historically, this is exactly the type of environment in which risk starts to quietly shift toward the downside of the asymmetry. In my view, the current price already embeds a fairly constructive scenario, with iron ore at favorable levels, operations running smoothly, and limited short-term friction. For the stock to continue delivering strong performance from here, the cycle would need to remain supportive for longer, or new positive surprises would need to emerge. With cyclical businesses, that is usually not the most comfortable bet when the price is already elevated on a historical basis. On top of that, Vale is one of the main reference stocks in the Brazilian market, alongside Petrobras ( PBR ). This makes it widely used for swing and position trades, especially by institutional investors and large local players. When the stock rallies quickly and starts to attract more "delayed" retail interest, the probability of profit-taking increases, even if fundamental...
US equity markets are moving more money than ever before, blowing past $1 trillion in shares traded each day as heavy volume becomes the new norm. The surge marks a sharp step-up from a year ago. Equity turnover averaged a record $1.03 trillion in January, a roughly 50% increase from the same period in 2025, according to data compiled by Bloomberg Intelligence. More than 19 billion shares traded h...
US equity markets are moving more money than ever before, blowing past $1 trillion in shares traded each day as heavy volume becomes the new norm. The surge marks a sharp step-up from a year ago. Equity turnover averaged a record $1.03 trillion in January, a roughly 50% increase from the same period in 2025, according to data compiled by Bloomberg Intelligence. More than 19 billion shares traded hands daily over the span, the second-most ever, the data show. The jump reflects a broad-based increase in participation across the market. Mom-and-pop investors and institutional players alike have become more active as US stocks hover near record highs. Yet the influx is unfolding amid concerns over stretched valuations , raising the stakes for those crowding into the market. “There’s more trading from retail, pod shops and hedge funds, and market makers, while automated trading is more prevalent than ever,” said Bloomberg Intelligence market structure research analyst Jackson Gutenplan . “To a certain extent, trading incentivizes more trading. More liquidity makes it easier to get in and out of positions.” Unlike past episodes when trading surges were driven by volatility spikes, January’s jump in volume came amid relatively calm markets. The Cboe Volatility Index averaged 16.2 last month, underscoring that market turmoil was not a prerequisite for the heavy turnover, and signaling “strong, sustained liquidity,” Gutenplan and colleague Larry R. Tabb wrote in a report Monday. Read More: Record $1 Trillion in Equity Turnover May Be New Trading Norm One reason for the increase in trading is the rally itself. The higher stocks rise, the more money needed to transact the same number of shares. The S&P 500 Index advanced 15% in the 12 months through the end of January. But higher prices alone don’t explain the persistence of the volume surge. Across all of 2025, 93 sessions saw the number of shares traded eclipse 18 billion, roughly 37% of all trading days. In January, 14 of 2...
Morgan Stanley ( MS ) is rehiring Michael Grimes, its former star tech investment banker who left the bank for a brief stint with the Trump administration, to head its investment banking business, according to a media report on Tuesday. The banker, who has been a close adviser of Elon Musk, is returning to Wall Street as investment banks jockey for a piece of SpaceX's ( SPACE ) initial public offe...
Morgan Stanley ( MS ) is rehiring Michael Grimes, its former star tech investment banker who left the bank for a brief stint with the Trump administration, to head its investment banking business, according to a media report on Tuesday. The banker, who has been a close adviser of Elon Musk, is returning to Wall Street as investment banks jockey for a piece of SpaceX's ( SPACE ) initial public offering. The deal, poised to be the world's largest IPO, is set to produce massive fees for banks. "We have asked Michael to bring his expertise to the full banking and [institutional securities group] franchise, particularly as technology transforms productivity and impacts global industrial policy," Morgan Stanley executives wrote in a memo to employees, according to the Financial Times . For the past year, Grimes worked as an adviser in the U.S. Commerce Department and headed the government's investment unit. He essentially acted as an in-house dealmaker for the administration, which has acquired several stakes in strategic companies, including chipmaker Intel ( INTC ) and minerals producer USA Rare Earth ( USAR ), the FT reported . At Morgan Stanley, he played important roles in leading some of the biggest tech IPOs, including Facebook and Airbnb. He also helped advise Musk on financing his $44B acquisition of Twitter, since renamed X. Grimes gained fame in Wall Street lore as the investment banker who became an Uber driver to help Morgan Stanley ( MS ) win a prime role in the rideshare company's IPO in 2019. Morgan Stanley stock rose 0.6% in Tuesday morning trading. The company didn't immediately respond to Seeking Alpha's request for comment. More on Morgan Stanley Morgan Stanley: I Was Overly Critical But Valuation Worries Are Real (Rating Upgrade) Morgan Stanley Keeps Pushing Morgan Stanley (MS) Q4 2025 Earnings Call Transcript Insider trades: Merck, Intel, Micron among notable names Insider trades: JNJ, Intel, IBM among notable names
Image source: The Motley Fool. Tuesday, November 4, 2025 at 10 a.m. ET Call participants Chief Executive Officer — Kevin Hogan Chief Financial Officer — Elias Habayeb Head of Investor Relations — Isil Muderrisoglu Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Adjusted Pretax Operating Income -- $678 million, excluding VII and notable items, with a $98 million charge fr...
Image source: The Motley Fool. Tuesday, November 4, 2025 at 10 a.m. ET Call participants Chief Executive Officer — Kevin Hogan Chief Financial Officer — Elias Habayeb Head of Investor Relations — Isil Muderrisoglu Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Adjusted Pretax Operating Income -- $678 million, excluding VII and notable items, with a $98 million charge from the annual actuarial assumption update disclosed. -- $678 million, excluding VII and notable items, with a $98 million charge from the annual actuarial assumption update disclosed. Operating Earnings Per Share (EPS) -- $0.99 per share, including the notable actuarial charge; run rate operating EPS of $1.21 when adjusting for long-term alternative investment return expectations and notable items, representing a 6% increase year over year. -- $0.99 per share, including the notable actuarial charge; run rate operating EPS of $1.21 when adjusting for long-term alternative investment return expectations and notable items, representing a 6% increase year over year. Adjusted Run Rate Return on Equity (ROE) -- 12.9%, up 70 basis points year over year after adjusting for alternative investment returns and notable items. -- 12.9%, up 70 basis points year over year after adjusting for alternative investment returns and notable items. Total Premiums and Deposits -- $12.3 billion, with record performance in Individual Retirement and significant contributions from Institutional Markets (GICs and pension risk transfer). -- $12.3 billion, with record performance in Individual Retirement and significant contributions from Institutional Markets (GICs and pension risk transfer). RILA Product Sales -- Nearly $800 million in the quarter and more than $1.7 billion year-to-date; recently approved for sale in New York, with launch expected by year-end. -- Nearly $800 million in the quarter and more than $1.7 billion year-to-date; recently approved for sale in New York, with launch expected by y...
Image source: The Motley Fool. Tuesday, February 10, 2026 at 9:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Arty Scars Chief Financial Officer — Jonathan Root TAKEAWAYS Consolidated Q4 Revenue -- Down 28% year over year, driven by a 10% decline at HDMC and a 59% decline at HDFS. -- Down 28% year over year, driven by a 10% decline at HDMC and a 59% decline at HDFS. Q4 Consolidated Operati...
Image source: The Motley Fool. Tuesday, February 10, 2026 at 9:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Arty Scars Chief Financial Officer — Jonathan Root TAKEAWAYS Consolidated Q4 Revenue -- Down 28% year over year, driven by a 10% decline at HDMC and a 59% decline at HDFS. -- Down 28% year over year, driven by a 10% decline at HDMC and a 59% decline at HDFS. Q4 Consolidated Operating Loss -- $361 million loss, compared to a $193 million operating loss in the prior year, with HDMC at a $260 million loss and HDFS at an $82 million loss. -- $361 million loss, compared to a $193 million operating loss in the prior year, with HDMC at a $260 million loss and HDFS at an $82 million loss. Q4 Loss per Share -- $2.44, compared to a $0.93 loss per share in the prior year. -- $2.44, compared to a $0.93 loss per share in the prior year. Full-Year 2025 Revenue -- $4.5 billion, a 14% decrease, with the decline primarily from lower wholesale motorcycle volumes and flat net pricing over the year. -- $4.5 billion, a 14% decrease, with the decline primarily from lower wholesale motorcycle volumes and flat net pricing over the year. Full-Year 2025 Operating Income -- $387 million, compared to $417 million in 2024, reflecting weaker margins and lower volumes. -- $387 million, compared to $417 million in 2024, reflecting weaker margins and lower volumes. Global Retail Sales Q4 -- 25,287 motorcycles, down 1%, with North America up 5% and international down 10%. -- 25,287 motorcycles, down 1%, with North America up 5% and international down 10%. Full-Year 2025 Global Retail Sales -- Down 12%, with North America and international markets both showing similar declines. -- Down 12%, with North America and international markets both showing similar declines. Dealer Inventory Reduction -- Ended 2025 down 17% globally and down 16% in North America, exceeding the 10% global reduction target. -- Ended 2025 down 17% globally and down 16% in North America, exceeding the 10% global re...
Crimson Desert is mere weeks away from launch, so no doubt many of you have a pre-order ready to roll. However, you might want to reconsider that purchase if you're in need of a CPU, GPU, or gaming laptop upgrade. That's because AMD will give you the game for free if you buy one of its wide selection of eligible Ryzen and Radeon products. With a list price on Steam of $69.99, you'll make a serious...
Crimson Desert is mere weeks away from launch, so no doubt many of you have a pre-order ready to roll. However, you might want to reconsider that purchase if you're in need of a CPU, GPU, or gaming laptop upgrade. That's because AMD will give you the game for free if you buy one of its wide selection of eligible Ryzen and Radeon products. With a list price on Steam of $69.99, you'll make a serious saving by taking advantage of this Crimson Desert code offer, as you can get the game for free on products from as low as $440. That's still a significant amount of money, but if you were thinking of upgrading anyway, this is a great way to save. For instance, the best gaming CPU in the world right now, the AMD Ryzen 7 9850X3D, is eligible, and it's readily available at its $499 MSRP. Moreover, the $440 9800X3D will also give you the opportunity to explore Pywel without breaking the bank. As for the other products that are eligible, the full list is below, starting with the 9800X3D as the cheapest option, rising through the RX 9070 and RX 9070 XT at around $650-$800, and topping out at the various gaming laptop options that start at around $1,200. You've got until April 25 to purchase one of these products, with codes needing to be claimed by May 23. Full terms and conditions for the promotion can be found here. With Crimson Desert's map set to be twice the size of Skyrim's, and its fresh-feeling take on combat, it's understandably receiving plenty of hype. Players will get the chance to explore the fictional medieval vastness of Pywel as they control Kliff Macduff, leader of the Greymanes, and two other mysterious playable characters as they seek revenge on those who slaughtered members of their clan. When Jamie previewed the game at Summer Game Fest last year, he was impressed by its visuals, its huge battle scenes, and the depth of its combat - even though some overly complicated inputs caused him issues. Crimson Desert is a truly epic-looking title that we can't wait t...
This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing Co. (TSM, Financials) started 2026 with a big increase in revenues. In January, sales were up 37% over the same month last year, because to a surge in demand for artificial intelligence chips.The world's biggest contract chipmaker said that in January, it made NT$401.26 billion ($12.7 billion), which is about 20% more tha...
This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing Co. (TSM, Financials) started 2026 with a big increase in revenues. In January, sales were up 37% over the same month last year, because to a surge in demand for artificial intelligence chips.The world's biggest contract chipmaker said that in January, it made NT$401.26 billion ($12.7 billion), which is about 20% more than the NT$335 billion it made in December. After the news, shares rose by more than 3% in premarket trade.TSMC, a major supplier to Apple Inc., Nvidia Corp., and Advanced Micro Devices Inc., said that its growth was due to the sustained strength of AI-related products. C.C. Wei, the Chairman and CEO, claimed on last month's earnings call that AI accelerators made up a "high teens percentage" of overall revenue in 2025. He also said that market trends are still "very positive."As clients make more AI devices and sophisticated chips, the business now thinks that overall revenue will climb by about 30% in 2026, which is more than what analysts had predicted.TSMC's good start to the year strengthens its position at the hub of the global AI supply chain. This role continues to attract investors, even if the supply of AI products is limited across the board.
Taiwan Semiconductor Manufacturing Co. (TSM, Financials) started 2026 with a big increase in revenues. In January, sales were up 37% over the same month last year, because to a surge in demand for artificial intelligence chips. The world's biggest contract chipmaker said that in January, it made NT$401.26 billion ($12.7 billion), which is about 20% more than the NT$335 billion it made in December....
Taiwan Semiconductor Manufacturing Co. (TSM, Financials) started 2026 with a big increase in revenues. In January, sales were up 37% over the same month last year, because to a surge in demand for artificial intelligence chips. The world's biggest contract chipmaker said that in January, it made NT$401.26 billion ($12.7 billion), which is about 20% more than the NT$335 billion it made in December. After the news, shares rose by more than 3% in premarket trade. TSMC, a major supplier to Apple Inc., Nvidia Corp., and Advanced Micro Devices Inc., said that its growth was due to the sustained strength of AI-related products. C.C. Wei, the Chairman and CEO, claimed on last month's earnings call that AI accelerators made up a "high teens percentage" of overall revenue in 2025. He also said that market trends are still "very positive." As clients make more AI devices and sophisticated chips, the business now thinks that overall revenue will climb by about 30% in 2026, which is more than what analysts had predicted. TSMC's good start to the year strengthens its position at the hub of the global AI supply chain. This role continues to attract investors, even if the supply of AI products is limited across the board.
Understand why Rocket Lab pulled back from January highs, what the Neutron testing incident means, and the key levels and catalysts investors are watching.
Understand why Rocket Lab pulled back from January highs, what the Neutron testing incident means, and the key levels and catalysts investors are watching.
is a senior reporter who’s been covering and reviewing the latest gadgets and tech since 2006, but has loved all things electronic since he was a kid. Just over a year after OM System launched its vintage-styled OM-3 Micro Four Thirds mirrorless camera, the company has announced a new version with a handful of upgrades catering to astrophotography. The new OM-3 Astro will be available starting in ...
is a senior reporter who’s been covering and reviewing the latest gadgets and tech since 2006, but has loved all things electronic since he was a kid. Just over a year after OM System launched its vintage-styled OM-3 Micro Four Thirds mirrorless camera, the company has announced a new version with a handful of upgrades catering to astrophotography. The new OM-3 Astro will be available starting in March 2026 for $2,499.99, which is $500 more expensive than the standard model. Both can be used to photograph the night sky, but the Astro introduces hardware improvements to enhance the colors of red nebulae – a popular subject for astrophotographers. The most notable upgrade to the OM-3 Astro is a new infrared cut filter positioned in front of the camera’s 20.37-megapixel stacked back-illuminated sensor featuring “optical characteristics optimally tuned to achieve approximately 100% transmission of Hα wavelengths.” Nearly every digital camera uses an IR filter to reduce infrared light and improve color accuracy, but the one in the OM-3 Astro specifically lets deep-red Hydrogen-alpha light get through, which is what gives red nebulae their distinct colors and shapes. A photo of the center of the Orion constellation taken with the original OM-3 (left) and the new OM-3 Astro (right). Image: OM System One of the OM-3’s best features when it launched last year was a dedicated control dial for quickly accessing simulated film look profiles, and the ability to create your own easily accessible custom profiles. The OM-3 Astro comes with three of those profiles pre-programmed for astrophotography. Color1 is optimized for enhancing images of red nebulae, Color2 is optimized for night sky photography that combines stars and landscapes, and Color3 is designed for handheld star photography, according to PetaPixel. The Astro variant of the OM-3 also carries forward other features found on the standard model that are useful for capturing stars and celestial objects. Its Starry Sky AF l...
AMD's fourth-quarter results showcased strong revenue growth and margin expansion, driven by broad-based demand for high-performance computing and AI products. CEO Lisa Su highlighted “accelerating Instinct MI350 Series GPU deployments and server share gains.” The data center and client segments both contributed meaningfully, while embedded segment growth returned. Cautious remarks surfaced about ...
AMD's fourth-quarter results showcased strong revenue growth and margin expansion, driven by broad-based demand for high-performance computing and AI products. CEO Lisa Su highlighted “accelerating Instinct MI350 Series GPU deployments and server share gains.” The data center and client segments both contributed meaningfully, while embedded segment growth returned. Cautious remarks surfaced about inflationary pressures and memory costs in the PC market, with Su noting the PC total addressable market “down a bit just given some of the inflationary pressures.” Is now the time to buy AMD? Find out in our full research report (it’s free for active Edge members). AMD (AMD) Q4 CY2025 Highlights: Revenue: $10.27 billion vs analyst estimates of $9.69 billion (34.1% year-on-year growth, 6% beat) $10.27 billion vs analyst estimates of $9.69 billion (34.1% year-on-year growth, 6% beat) Adjusted EPS: $1.53 vs analyst estimates of $1.32 (16% beat) $1.53 vs analyst estimates of $1.32 (16% beat) Adjusted EBITDA: $3.05 billion vs analyst estimates of $2.39 billion (29.7% margin, 27.4% beat) $3.05 billion vs analyst estimates of $2.39 billion (29.7% margin, 27.4% beat) Revenue Guidance for Q1 CY2026 is $9.8 billion at the midpoint, above analyst estimates of $9.40 billion is $9.8 billion at the midpoint, above analyst estimates of $9.40 billion Operating Margin: 17.1%, up from 11.4% in the same quarter last year 17.1%, up from 11.4% in the same quarter last year Inventory Days Outstanding: 163, up from 158 in the previous quarter 163, up from 158 in the previous quarter Market Capitalization: $352.2 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Our Top 5 Analyst Questions From AMD’s Q4 Earnings Call Aaron Rakers (Wells Fargo) aske...
There’s a lot to be optimistic about in the Technology sector as 2 analysts just weighed in on Astera Labs, Inc. (ALAB – Research Report) and Commerce.com (CMRC – Research Report) with bullish sentiments. Astera Labs, Inc. (ALAB) Craig-Hallum analyst Richard Shannon maintained a Buy rating on Astera Labs, Inc. today. The company’s shares closed last Monday at $183.94. According to TipRanks.com, Sh...
There’s a lot to be optimistic about in the Technology sector as 2 analysts just weighed in on Astera Labs, Inc. (ALAB – Research Report) and Commerce.com (CMRC – Research Report) with bullish sentiments. Astera Labs, Inc. (ALAB) Craig-Hallum analyst Richard Shannon maintained a Buy rating on Astera Labs, Inc. today. The company’s shares closed last Monday at $183.94. According to TipRanks.com, Shannon is a top 100 analyst with an average return of 59.4% and a 53.0% success rate. Shannon covers the Technology sector, focusing on stocks such as MACOM Technology Solutions Holdings, Credo Technology Group Holding Ltd, and Lightpath Technologies. ;'> Currently, the analyst consensus on Astera Labs, Inc. is a Moderate Buy with an average price target of $188.33, an 11.1% upside from current levels. In a report issued on January 31, TipRanks – OpenAI also reiterated a Buy rating on the stock with a $172.00 price target. See Insiders’ Hot Stocks on TipRanks >> Commerce.com (CMRC) Canaccord Genuity analyst David Hynes maintained a Buy rating on Commerce.com on February 6 and set a price target of $4.67. The company’s shares closed last Monday at $2.94. According to TipRanks.com, Hynes ‘ ranking currently consits of 0 on a 0-5 ranking scale, with an average return of -13.2% and a 32.3% success rate. Hynes covers the Technology sector, focusing on stocks such as ServiceTitan, Inc. Class A, Zeta Global Holdings Corp, and Klaviyo, Inc. Class A. ;'> Currently, the analyst consensus on Commerce.com is a Hold with an average price target of $5.42, implying an 84.4% upside from current levels. In a report issued on January 23, Needham also assigned a Buy rating to the stock with a $10.00 price target. Disclaimer & DisclosureReport an Issue