An image of a Tesla humanoid robot in front of the company logo Around the World Photos via Shutterstock In a recent interview with CNBC, Wedbush analyst Dan Ives suggested that the next stage of the artificial intelligence (AI) revolution will be "physical AI," and only a couple of companies will stand to benefit from this shift. Aside from Nvidia (NVDA), which doesn’t come as a surprise, Ives be...
An image of a Tesla humanoid robot in front of the company logo Around the World Photos via Shutterstock In a recent interview with CNBC, Wedbush analyst Dan Ives suggested that the next stage of the artificial intelligence (AI) revolution will be "physical AI," and only a couple of companies will stand to benefit from this shift. Aside from Nvidia (NVDA), which doesn’t come as a surprise, Ives believes Tesla (TSLA) could also be the best physical AI play in the world, arguing that the company’s ambitions extend far beyond electric vehicles (EVs). Let’s find out what makes Ives so confident about Tesla. Dan Ives on His Top “Physical AI” Picks In the CNBC segment, Ives discussed that AI is rapidly evolving beyond software and cloud-based applications into what Ives describes as “physical AI.” This new phase of AI focuses on real-world deployment—autonomous vehicles, robotics, and intelligent machines operating in physical environments rather than just digital platforms. Ives refers to Tesla not simply as an EV manufacturer but as a leader in embodied AI. He points to developments such as autonomous driving technology and robotics programs as major factors that could change how investors value the company over time. Tesla’s Vision: From Electric Vehicles to “Amazing Abundance” Tesla's long-term vision centers on AI and robotics, which will significantly enhance production and reduce costs across industries. In its recent Q4 earnings call, Musk emphasized that Tesla’s investments in autonomy, robotics, batteries, solar energy, and AI chips are interconnected pieces of a larger technological ecosystem. He described it as an era of “amazing abundance.” Tesla continues to advance its Full Self-Driving (FSD) technology, with unsupervised autonomous rides already taking place in Austin without safety monitors or chase vehicles. The company believes and predicts that autonomous vehicles will eventually dominate transportation, with robotaxis serving as shared assets rather t...
This article first appeared on GuruFocus. Alphabet Inc. (GOOGL, Financials) said that it will use the bond market to get money for its artificial intelligence infrastructure buildout. The business didn't say how much it wants to raise, but this move is in line with other initiatives in the tech sector to fund huge AI-driven growth.Alphabet, like Amazon and Microsoft, is spending a lot more money o...
This article first appeared on GuruFocus. Alphabet Inc. (GOOGL, Financials) said that it will use the bond market to get money for its artificial intelligence infrastructure buildout. The business didn't say how much it wants to raise, but this move is in line with other initiatives in the tech sector to fund huge AI-driven growth.Alphabet, like Amazon and Microsoft, is spending a lot more money on capital projects to match the growing demand for AI computing capacity. The company's quarterly report showed that its capital expenditures were greater than projected. Analysts think that AI investment across the board might reach $700 billion by 2026.The money from the bond sale will go toward new data centers, sophisticated semiconductors, and large-scale model training platforms. These are all important parts of Alphabet's AI ecosystem, which includes Google Cloud and Gemini.The bond offering comes after a number of other big companies have done the same thing to lock in financing at good rates before interest rates may change. When Alphabet goes back to the debt markets, investors will be very interested in the details of the pricing and credit demand.The news shows how AI infrastructure has become a key factor in how corporations with a lot of wealth decide where to put their money.
honglouwawa Incyte ( INCY ) is down ~6% in Tuesday trading after reporting Q4 2025 financial results that missed on the bottom line and issued 2026 revenue guidance range well below the consensus. The biopharma sees 2026 revenue of $ 4.77B-$4.94B. Consensus is $5.53B. In Q4, non-GAAP EPS of $1.80 compares to $1.43 in the year-ago period. Incyte was helped in the quarter by a 7% year-over-year incr...
honglouwawa Incyte ( INCY ) is down ~6% in Tuesday trading after reporting Q4 2025 financial results that missed on the bottom line and issued 2026 revenue guidance range well below the consensus. The biopharma sees 2026 revenue of $ 4.77B-$4.94B. Consensus is $5.53B. In Q4, non-GAAP EPS of $1.80 compares to $1.43 in the year-ago period. Incyte was helped in the quarter by a 7% year-over-year increase in sales of its top-selling product, Jakafi ( ruxolitinib), to ~$828.2M. Sales of its next-best-selling drug, Opzelura (ruxolitinib cream), increased 28% to ~$207.3M. The company ended 2025 with cash, cash equivalents, and marketable securities of $3.6B compared to $2.2B on Dec. 31, 2024. More on Incyte Incyte Corporation 2025 Q4 - Results - Earnings Call Presentation What Investors Should Know Before Buying Incyte Incyte Corporation (INCY) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow Incyte reports mixed Q4 results; initiates FY26 outlook From Gold to Chips: Large-Cap names with the most days at bullish Quant ratings
tang90246/iStock via Getty Images Data by YCharts Upwork Inc. ( UPWK ) has been hammered, plunging more than 20% after reporting its quarterly earnings yesterday. As has been a common theme as of late, Upwork’s earnings weren’t especially bad, and in some key areas, they beat Wall Street expectations. That said, there were also some worrying misses, and forward guidance is rather weak. Still, the ...
tang90246/iStock via Getty Images Data by YCharts Upwork Inc. ( UPWK ) has been hammered, plunging more than 20% after reporting its quarterly earnings yesterday. As has been a common theme as of late, Upwork’s earnings weren’t especially bad, and in some key areas, they beat Wall Street expectations. That said, there were also some worrying misses, and forward guidance is rather weak. Still, the recent plunge creates an attractive entry point. Seeking Alpha I first rated Upwork as a Buy back in late July . In early November , I dropped the rating to a Hold, but that was due more to concerns about the wider economy and near-term pullbacks. After the price drop and with the economy showing resilience, along with key trends, such as don’t hire, don’t fire policies, I’m upgrading UPWK to a Buy rating. That said, the risks here might be a bit higher than many perceive. AI presents opportunities for Upwork, but also challenges. The Quarterly Data That Sank UPWK So why did investors sour on Upwork? For one, guidance for the next quarter came in at $194.5, about 3.1% below expectations. Gross Services Volume, meanwhile, was down 47,000 to 785,000. With revenues increasing YOY, this suggests that while the number of projects is down, the value of individual projects is up. (More details on specific numbers are provided in the next section.) The biggest negative, in my opinion, is that the active client list is down about 6%, from 832,000 in 2024 to 785,000 at the end of 2025. I’m not surprised Upwork’s client list shrank, but that much shrinkage is a touch worrisome. I say “a touch” because it appears most of the clients lost weren’t, on average, big spenders. If Upwork starts losing high numbers of bigger clients, it could quickly change the calculus. With EPS, we got a bit of a mixed bag. The EPS Normalized Actual was beaten by 5 cents, while the GAAP EPS actual missed by 7 cents. The revenue surprise beat expectations by $888K. That number is so small, given that the com...
Earnings Call Insights: DLH Holdings Corp. (DLHC) Q1 2026 Management View Zachary C. Parker, President and CEO, opened by highlighting that "the first quarter was marked by the longest government shutdown in our nation's history, followed by a short-term funding gap at the end of January." He stated that the new budget "provides increased funding capacity and improved visibility for our clients fo...
Earnings Call Insights: DLH Holdings Corp. (DLHC) Q1 2026 Management View Zachary C. Parker, President and CEO, opened by highlighting that "the first quarter was marked by the longest government shutdown in our nation's history, followed by a short-term funding gap at the end of January." He stated that the new budget "provides increased funding capacity and improved visibility for our clients for the remainder of the fiscal year," which the company expects to positively impact its operations and organic growth initiatives. Parker noted that "key federal health agencies received funding increases compared to the fiscal 2025 levels, reversing in part previously disclosed funding reductions to our current and addressable markets." He emphasized a focus on digital modernization, advanced technology integration, and C6ISR expertise, stating that DLH is "competitively well for modernization-driven awards." The CEO addressed revenue declines as "largely due to our previously discussed program transitions to small business set aside contracts such as the VA CMOP and Head Start," but conveyed optimism about "improved visibility and... the midterm outlook." Parker reiterated the company's commitment to "expanding efficiencies and margins and improving overall returns as the year progresses and award decisions are made." He also highlighted the ongoing execution of debt reduction plans and the company's "well positioned" status for future growth. Kathryn M. Johnbull, Chief Financial Officer, stated, "We reported revenue of $68.9 million in the first quarter versus $90.8 million in the prior year period, reflecting contributions from expansion on existing contracts, offset by the impact of conversion of certain programs to small business set aside contracts as discussed in the past and certain government efficiency initiatives." Johnbull emphasized, "adjusted EBITDA margin improved sequentially to 9.5% for the quarter." Outlook Management expects that the improved federal bud...
JHVEPhoto/iStock Editorial via Getty Images Shares of Principal Financial Group ( PFG ) have been a solid performer over the past year, gaining about 14%, and the stock has recently rallied to a 52-week high. After mixed performance for some time, a more attractive valuation and ongoing capital returns have helped shares. That said, a relatively in-line Q4 sent shares lower in late trading Monday,...
JHVEPhoto/iStock Editorial via Getty Images Shares of Principal Financial Group ( PFG ) have been a solid performer over the past year, gaining about 14%, and the stock has recently rallied to a 52-week high. After mixed performance for some time, a more attractive valuation and ongoing capital returns have helped shares. That said, a relatively in-line Q4 sent shares lower in late trading Monday, suggesting much of the optimism may be priced in. I last covered shares in October , upgrading them to a “ B uy.” This was a timely change, with the stock adding 18% since then. With updated financials, a 2026 outlook, and shares above my $88-$90 price target, now is a good time to revisit PFG. Seeking Alpha In the company’s fourth quarter , Principal Financial Group earned $2.24 per share, which beat estimates by $0.02. Now, this excludes -$0.05 of significant variances; otherwise, adjusted EPS was $2.19. This variance was the underperformance of variable investment income (“VII”), or its alternative portfolio. The industry has struggled with weak VII returns given pressure from interest rates on real estate and private equity performance; I expect a similar level of underperformance in 2026. The fact EPS only beat when adding back this underperformance is why I would view Q4 as being a functionally in-line quarter. For the full year, PFG earned $8.55, up 12% from last year while converting 92% of earnings into free cash flow, better than its long-term 75-85% target. Insurance Results Were Solid Diving into segment results, Retirement and Solutions Income grew earnings 7% to $306 million, with operating margins expanded 130 bps to 39.7%, with about half of this growth due to less-bad alternative returns. Sales activity remains strong as the rate environment is still favorable. Transfer deposits grew by 35% to $12 billion. This was a record level; with long-term rates likely having peaked this cycle, I suspect sales have peaked. Still, the sales environment in 2026 should ...
John M Lund Photography Inc/DigitalVision via Getty Images Figma ( FIG ) shares jumped more than 10% by noon trading on Tuesday, erasing some of its year-to-date losses, as the creative design software company prepares to deliver its fourth quarter financial results next week. Before today's gains, Figma had plunged about 40% since the beginning of 2026. Shares of the company spiked from $33 to $1...
John M Lund Photography Inc/DigitalVision via Getty Images Figma ( FIG ) shares jumped more than 10% by noon trading on Tuesday, erasing some of its year-to-date losses, as the creative design software company prepares to deliver its fourth quarter financial results next week. Before today's gains, Figma had plunged about 40% since the beginning of 2026. Shares of the company spiked from $33 to $122 during its initial public offering in late July. However, it has steadily drifted downward since its dramatic IPO. The intense selloff has likely created a more attractive entry point for investors. The digital design company, whose most direct competitor is Adobe ( ADBE ), will release its fourth quarter 2025 results post-market on Wednesday, Feb. 18. A consensus estimate calls for adjusted earnings per share of $0.06 on revenue of $293.15M. Its revenue totaled $250M in the second quarter and $274M in the third quarter. "The current valuation, down sharply in recent months, has brought the shares to levels at which I can start to build a position at a valuation that I can live with," said Seeking Alpha analyst Bert Hochfield . "Figma is, I believe, the leading company in its space. It is offering a series of AI capabilities, and it can and is used in a collaborative process by both technical and non-technical users to create and then iterate the best possible graphic designs." He believes consensus estimates are conservative, and the company is in position to sustain growth and expand its addressable market due to AI-driven product launches. The software sector as a whole was mostly trending higher on Tuesday, with the iShares Expanded Tech-Software Sector ETF ( IGV ) up 1.4%. More on Figma, Inc. Figma: Leader In The Graphic Design Space Marked Down For Competitive Fears Figma: Insider Sales Are A Risk Figma: Comfortable On Sidelines; Waiting For Next Catalyst Figma gets an upgrade, Intuit sees rating cut as Wells Fargo highlights 2026 outlook for software stocks Salesf...
Draped in burnt-orange robes, two dozen Buddhist monks arrived in Washington on Tuesday on a 3,700km (2,300-mile) “Walk for Peace”, a self-described spiritual journey across nine states that has been cheered on by crowds of thousands. “I feel like in our country and in our world right now that you have to show your support for peace in every possible way you can,” said Bob Anderson, 74, of Glouc...
Draped in burnt-orange robes, two dozen Buddhist monks arrived in Washington on Tuesday on a 3,700km (2,300-mile) “Walk for Peace”, a self-described spiritual journey across nine states that has been cheered on by crowds of thousands. “I feel like in our country and in our world right now that you have to show your support for peace in every possible way you can,” said Bob Anderson, 74, of Gloucester County, Virginia, during a stop by the monks in Richmond on February 3. “And so this is a great way to do so. That’s why I’m here.” Advertisement The monks began their walk in Texas more than three months ago, at times braving frigid winter temperatures, sometimes with bare feet, to raise “awareness of peace, loving kindness, and compassion across America and the world”. Buddhist monks cross Chain Bridge over the Potomac River between Arlington, Virginia, and Washington on Tuesday. Photo: AFP The marchers continued on despite a powerful winter storm that spread a paralysing mix of heavy snow, sleet and freezing rain from the Ohio Valley and mid-South to New England, compounded by bitter, Arctic cold gripping much of the US.
It has been dubbed Bulgaria’s “Twin Peaks”: a grim saga involving the mysterious deaths of six people in the middle of the mountains that has gripped the eastern European country. Zahari Vaskov, the director of the national police general directorate, told a press conference on Monday that the deaths were “a case without comparison in our country”. Fittingly, perhaps, for an investigation that has...
It has been dubbed Bulgaria’s “Twin Peaks”: a grim saga involving the mysterious deaths of six people in the middle of the mountains that has gripped the eastern European country. Zahari Vaskov, the director of the national police general directorate, told a press conference on Monday that the deaths were “a case without comparison in our country”. Fittingly, perhaps, for an investigation that has been shrouded in sensationalised conspiracy, conflicting accounts and fevered speculation, Borislav Sarafov, the general prosecutor, gave his own verdict. “Life has given us more shocking details here than in the Twin Peaks series,” he told local media, alluding to the 1990s US television drama. The case began at the start of February, when three men aged 45, 49, and 51 were found dead in a the burned-out remains of a lodge near the Petrohan pass, a mountain pass that connects Sofia province with the northwestern Montana province. All three had gunshot wounds to the head, which forensic experts said were apparently self-inflicted, either point-blank or at close range. DNA traces detected on the firearms belonged only to the deceased men, they said. Then, on Sunday, the police discovered the bodies of three more people, two men aged 51 and 22 and a 15-year-old boy, in a campervan in the Okolchitsa Peak area, about 62 miles (100km) north of the capital, Sofia. The trio was tracked down by law enforcement as investigators suspected they were linked to the Petrohan pass deaths. View image in fullscreen Zahari Vaskov, the director of the national police general directorate, told a press conference on Monday the deaths were ‘a case without comparison in our country’. Photograph: Bulgarian Ministry of Interior Agence France-Presse reported that the prosecutors’ office said on Tuesday: “Based on the autopsy data for the [latter] three bodies, it appears that there were probably two murders committed successively and one suicide.” According to the police, five of the deceased were ...
Alphabet sold billions of dollars in sterling and Swiss franc-denominated bonds today, widening its funding avenues as the Google parent plans as much as $185 billion in capital expenditures this year. For the £5.5 billion ($7.5 billion) sterling portion, the company offered several tenors including an ultra-rare issue of a 100-year note. The Swiss offering raised 3.1 billion Swiss francs ($4.1 bi...
Alphabet sold billions of dollars in sterling and Swiss franc-denominated bonds today, widening its funding avenues as the Google parent plans as much as $185 billion in capital expenditures this year. For the £5.5 billion ($7.5 billion) sterling portion, the company offered several tenors including an ultra-rare issue of a 100-year note. The Swiss offering raised 3.1 billion Swiss francs ($4.1 billion) across various maturities. Both sales set records for corporate bonds in the respective markets. Alphabet’s sterling and franc bond offerings follow a $20 billion dollar debt sale yesterday that drew the strongest-ever orders for a corporate bond offering. The company plans to double its capital expenditures this year as the artificial-intelligence race heats up among tech giants. Alphabet isn’t alone in relying on bond sales to help fund its AI ambitions. Morgan Stanley expects borrowing by the massive cloud-computing companies known as hyperscalers to reach $400 billion this year, up from $165 billion in 2025. — What You Need to Know Today Vladimir Putin is likely buying time in Ukraine peace talks and has no intention to end the war, according to assessments from Poland and Estonia. Estonia’s foreign intelligence said Russia is using negotiations as a “tool for manipulation,” while a Polish official said the Kremlin is “playing games.” The assessments cast a shadow over US President Donald Trump’s efforts to end the four-year war. There’s a potential candidate emerging to replace Turkish President Recep Tayyip Erdogan — his younger son, Bilal . The state-run news service now features regular reports on Bilal, and he’s joined his father on more foreign trips during this presidential term. Bilal’s entry into politics are under considerations with a few towards him potentially becoming leader, we’re told. The subject succession has long been taboo but the transition of power has become a frequent discussion topic behind closed doors among the governing AK Party’s ran...
winhorse Coca-Cola ( KO ) seemingly turned a corner by reporting unit case volume of 1% globally and in North America, reversing several quarters of flat or declining sales. However, shares fell off as investors latched on to the below-consensus organic sales forecast. On Seeking Alpha, analyst Agar Capital noted that the best part of Coca-Cola's ( KO ) results is that it did exactly what Coca-Col...
winhorse Coca-Cola ( KO ) seemingly turned a corner by reporting unit case volume of 1% globally and in North America, reversing several quarters of flat or declining sales. However, shares fell off as investors latched on to the below-consensus organic sales forecast. On Seeking Alpha, analyst Agar Capital noted that the best part of Coca-Cola's ( KO ) results is that it did exactly what Coca-Cola ( KO ) is supposed to do since the beverage giant protected its margin, increased market share, and showed that it can continue to grow even during a brief period of decline in consumer sentiment. Agar Capital sees the share price decline as a classic drop due to psychology rather than fundamentals. "As an analyst, though, what really matters to me is that despite all of this, the underlying quality of the business remains solid; in fact, the mix continues to improve (zero sugar is growing very fast, so it's not just pricing), and the company continues to gain more shelf space, and there is no evidence that operational discipline is in trouble," highlighted Agar Capital. Regarding the Body Armor issue, Agar Caital said it “dirties” the numbers and raises concerns again about the company's execution in specific areas but does nothing to alter the fact that Coca-Cola's ( KO ) core remains a well-known and respected brand globally, with tremendous scale and the ability to absorb a non-trivial macroeconomic downturn. BNP Paribas was also positive on the long-term thesis on Coca-Cola ( KO ), pointing to the best-in-class portfolio, market share momentum, and improved EPS delivery. Analyst Kevin Grundy also called Coca-Cola ( KO ) an emerging capital return story and said valuation is attractive. Shares of Coca-Cola ( KO ) were down 2.3% in early afternoon trading. More on Coca-Cola The Coca-Cola Company 2025 Q4 - Results - Earnings Call Presentation Coca-Cola Q4 Preview: No Hype, Just Quality The Coca-Cola Company: Slowing Spending By Lower-Income Individuals Is A Significant ...
This article first appeared on GuruFocus. Intel Corp. (INTC, Financials) is reportedly preparing to invest at least $100 million in SambaNova Systems, a move analysts say could strengthen its artificial intelligence roadmap as competition intensifies. Wedbush Securities analyst Matt Bryson said the investment should help Intel accelerate its AI push, noting that SambaNova's value has risen as the ...
This article first appeared on GuruFocus. Intel Corp. (INTC, Financials) is reportedly preparing to invest at least $100 million in SambaNova Systems, a move analysts say could strengthen its artificial intelligence roadmap as competition intensifies. Wedbush Securities analyst Matt Bryson said the investment should help Intel accelerate its AI push, noting that SambaNova's value has risen as the market for AI chip design talent tightens. With AI demand continuing to lift and custom ASIC efforts proving difficult, it makes sense that SambaNova's perceived value is increasing, Bryson wrote in a client note. SambaNova, which builds hardware and software for inference computing, counts Intel CEO Lip Bu-Tan as its executive chairman. Intel Capital has previously invested in the company, while SoftBank Group Corp. another Intel investor also holds a stake in SambaNova. The potential investment follows earlier talks about a full acquisition that stalled late last year, after both parties reportedly signed a term sheet in December. SambaNova is now exploring a $500 million funding round. Wedbush said Intel's move underscores how the chipmaker is adapting its strategy as rivals like Nvidia Corp. expand AI partnerships including a $20 billion non exclusive licensing deal between Nvidia and Groq Inc. announced in December. Intel and SambaNova have not yet commented on the reported investment plans.