The S&P 500 index is rebalanced each quarter to reflect changes in companies' market capitalizations and ensure it comprises the 500 largest publicly traded U.S. companies. S&P Dow Jones Indices did that rebalancing on March 6, adding four artificial intelligence (AI)-related stocks, and the change became effective on Monday, March 23. The new additions to the benchmark index are Coherent (NYSE: C...
The S&P 500 index is rebalanced each quarter to reflect changes in companies' market capitalizations and ensure it comprises the 500 largest publicly traded U.S. companies. S&P Dow Jones Indices did that rebalancing on March 6, adding four artificial intelligence (AI)-related stocks, and the change became effective on Monday, March 23. The new additions to the benchmark index are Coherent (NYSE: COHR) , EchoStar (NASDAQ: SATS) , Lumentum (NASDAQ: LITE) , and Vertiv Holdings (NYSE: VRT) . So should you consider investing in them? Let's have a closer look. I wrote about Lumentum and Coherent back on March 5 after chip manufacturing giant Nvidia announced plans to invest $2 billion in each company. Both make advanced optics technologies. Continue reading
When the Federal Reserve raised its benchmark rates 11 consecutive times in 2022 and 2023, many stocks slumped as investors retreated to the higher yields of risk-free CDs and T-bills. As a result, the 10-Year Treasury yield peaked at just over 5% in October 2023. In 2024 and 2025, the stock market recovered as the Fed cut its benchmark rates six consecutive times. But after dropping to a multi-ye...
When the Federal Reserve raised its benchmark rates 11 consecutive times in 2022 and 2023, many stocks slumped as investors retreated to the higher yields of risk-free CDs and T-bills. As a result, the 10-Year Treasury yield peaked at just over 5% in October 2023. In 2024 and 2025, the stock market recovered as the Fed cut its benchmark rates six consecutive times. But after dropping to a multi-year low of 3.8% in August 2024, the 10-Year Treasury yield rose again and currently hovers at 4.4%. Those stubbornly high yields suggest that worsening inflation could drive the Fed to raise its rates again. Image source: Getty Images. Continue reading
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In this article @CL.1 Follow your favorite stocks CREATE FREE ACCOUNT The White House in Washington, DC, US, on Saturday, Jan. 3, 2026. Aaron Schwartz | Bloomberg | Getty Images The White House on Friday launched a smartphone app that touts a selection of President Donald Trump 's second-term accomplishments and curates favorable news articles. It also invites users to report to U.S. Immigration a...
In this article @CL.1 Follow your favorite stocks CREATE FREE ACCOUNT The White House in Washington, DC, US, on Saturday, Jan. 3, 2026. Aaron Schwartz | Bloomberg | Getty Images The White House on Friday launched a smartphone app that touts a selection of President Donald Trump 's second-term accomplishments and curates favorable news articles. It also invites users to report to U.S. Immigration and Customs Enforcement. The app will provide updates about the Trump administration "straight from the source, no filter," the White House said in a message on X unveiling the app. It comes after the White House shared a number of short, cryptic videos on its official social media channels, hinting at a forthcoming announcement but offering little context. The app's home page includes a tile with information about Trump's policy priorities, and another on his achievements in office. Both direct viewers toward links to existing pages on the official White House website. At the bottom of the "Social" tab is a button allowing users to submit tips to ICE. The button links to ICE's Tip Form on its official site. Another page on the app focuses on affordability, a major issue for Americans since the Covid-19 pandemic that has only grown more pressing during Trump's first year back in office. The app displays a handful of grocery staples — eggs, milk, bread, butter and potatoes — and touts how much costs for those items have gone down year over year. Each item's listed price appears to correspond to U.S. Bureau of Labor Statistics data. Some items are more specific than they appear on the app: The listed per-gallon price and year-over-year decline for "Milk," for instance, aligns with federal data on low-fat, reduced fat and skim milk , rather than whole milk , which has fallen by a smaller percentage in the same period. Not mentioned in the app are many other items, including ground beef, coffee and orange juice, that have gone up over the past year. Also absent is oil, which has...
PM Images/DigitalVision via Getty Images Shares of AbbVie Inc. ( ABBV ) are down approximately 10% since my October 2025 update, in which I outlined the strong commercial progress and the company’s emerging efforts in the obesity market with the in-licensed amylin analog candidate GUBamy, now called ABBV-295. I was also cautious about the near-term share price performance expectations as the valua...
PM Images/DigitalVision via Getty Images Shares of AbbVie Inc. ( ABBV ) are down approximately 10% since my October 2025 update, in which I outlined the strong commercial progress and the company’s emerging efforts in the obesity market with the in-licensed amylin analog candidate GUBamy, now called ABBV-295. I was also cautious about the near-term share price performance expectations as the valuation reached 10-year highs, and that is what has essentially happened since then, although worsening market conditions did most of the work. I am still not expecting miracles from AbbVie in the near term, but I continue to see it as well-positioned for long-term growth. I also expect dividend increases to accelerate in the following years as the company returns to stronger top- and bottom-line growth. Expect Double-Digit Revenue Growth This Year With Skyrizi And Rinvoq Doing A Lot Of The Heavy Lifting Again AbbVie had a strong end to 2025 with $61.16 billion in total revenue. This number came slightly ahead of the $61.1 billion midpoint of my revenue estimate range, which I have been increasing throughout the year. Since my last update, we have seen more of the same, with Skyrizi and Rinvoq being responsible for most of the revenue upside versus expectations. I expect to see more of the same this year, with both products delivering 20%+ revenue growth, driven by continued adoption in existing indications. Management guided for $67 billion in revenue this year, a 9.5% increase over 2025, and I expect to see double-digit topline growth this year. My preliminary revenue estimate range for 2026 is $66.7-68.9 billion, with the $67.8 billion midpoint being $800 million ahead of AbbVie’s guidance. The difference is coming from a $1 billion higher revenue estimate for the immunology segment (Skyrizi and Rinvoq) and slightly higher expectations for the neuroscience segment, offset by lower expectations for the oncology and aesthetics segments. Guidance for eye care and combined othe...
Phil Gilbert, serial entrepreneur and former general manager at IBM , joins this episode of Motley Fool Money to talk about his new book, Irresistible Change: A Blueprint for Earning Buy-In and Breakout Success . To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center . When you're ready to invest, check out this top 10 list of stocks to buy . A full transcript ...
Phil Gilbert, serial entrepreneur and former general manager at IBM , joins this episode of Motley Fool Money to talk about his new book, Irresistible Change: A Blueprint for Earning Buy-In and Breakout Success . To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center . When you're ready to invest, check out this top 10 list of stocks to buy . A full transcript is below. Continue reading
narvo vexar/iStock via Getty Images Introduction I wanted to take a look at one of the companies I used quite a bit when I was still in university, which helped me quite a bit, and seeing that it went public not long ago, we get to see what is behind there in terms of performance. The company in question is Udemy, Inc. ( UDMY ). It finally turned profitable, but I don’t see a reason to invest righ...
narvo vexar/iStock via Getty Images Introduction I wanted to take a look at one of the companies I used quite a bit when I was still in university, which helped me quite a bit, and seeing that it went public not long ago, we get to see what is behind there in terms of performance. The company in question is Udemy, Inc. ( UDMY ). It finally turned profitable, but I don’t see a reason to invest right before the merger, as there seems to be no premium left and the regulatory issues might still crop up elsewhere. Performance Over the last five years, the company’s sales have continued to grow, achieving what I would consider a respectable 13% 5-year CAGR. In the latest earnings report available, FY25, we can see that there has been quite a bit of slowdown in revenues, as the headline number only grew around 0.4% on the previous year. Seeking Alpha This may seem like a problem, but if we look at the company’s most recent 10-K , we will find a clue to what has happened. In 2025, we began transforming our revenue model to prioritize predictable, high-value subscription products. For the full year 2025, 72% of total revenue was derived from subscriptions, up from 66% in 2024. This tells us that the company is intentionally shifting away from lower-quality transactional sales in favor of a more predictable, higher-value subscription model. The same was said in the company’s Q3 conference call : We are intentionally reducing Transactional core sales in favor of recurring subscription revenue, which will slow near-term segment growth. In addition, as we direct more customers toward annual subscription products, a meaningful portion of that revenue will be deferred to future periods. We believe this short-term impact is the right trade-off for building a more predictable, higher-value business that better serves our learners' long-term success. So, the performance is not surprising and is expected to continue until the company shifts all of it towards subscriptions. Let’s take ...
CPAC Shocker: Dallas Crowd Cheers For Trump Impeachment Hearings In a moment that captured the growing unease within conservative circles, Matt Schlapp, chairman of the American Conservative Union, found himself in an awkward spot at this year’s CPAC in the Dallas area on Friday . While attempting to rally the crowd, Schlapp asked, “How many of you would like to see impeachment hearings? ” The aud...
CPAC Shocker: Dallas Crowd Cheers For Trump Impeachment Hearings In a moment that captured the growing unease within conservative circles, Matt Schlapp, chairman of the American Conservative Union, found himself in an awkward spot at this year’s CPAC in the Dallas area on Friday . While attempting to rally the crowd, Schlapp asked, “How many of you would like to see impeachment hearings? ” The audience erupted in cheers. Visibly caught off guard, he quickly backpedaled: “No… that was the wrong answer.” He tried again - “Let’s try that again, how many of you would like to see impeachment hearings?” - only for the crowd to cheer again. Flustered, Schlapp joked about needing coffee for the attendees before pivoting to a safer topic: keeping the House majority. An attempt by @mschlapp to hype up the CPAC crowd goes horribly wrong — "How many of you would like to see impeachment hearings?" [cheers] "That was the wrong answer..." pic.twitter.com/PQUCThdgV3 — Andrew Feinberg (@AndrewFeinberg) March 27, 2026 The incident unfolded against the backdrop of heated discussions at the conference about the U.S.-Israeli military actions in Iran . It was not the unified show of support Trump allies had hoped for - and it signaled deeper fractures in the MAGA base over foreign policy. Those cracks are widening on Capitol Hill. Republican lawmakers, once solidly behind Trump, are now openly breaking ranks over the escalating conflict in Iran, warning that any deployment of U.S. troops could trigger a political backlash severe enough to cost the party in the midterms. Leading the charge is South Carolina Rep. Nancy Mace, who has repeatedly drawn a hard line against “boots on the ground.” Mace: I’ll be voting against the funding if we’re putting troops on the ground. I’m not going to fund that—no U.S. troops. pic.twitter.com/qLDbT0OrvA — Acyn (@Acyn) March 24, 2026 “If there are boots on the ground, public sentiment on this war changes overnight in a flash… people are not going to go fo...
Massive new data centers are the physical foundation for tech companies’ hopes and dreams for AI. But the rush to expand warehouses full of energy-hungry servers has also kicked up fights across the world over their impact on power grids, utility bills, nearby communities, and the environment. From audacious plans to launch data centers into space to the latest legal battles over pollution, The Ve...
Massive new data centers are the physical foundation for tech companies’ hopes and dreams for AI. But the rush to expand warehouses full of energy-hungry servers has also kicked up fights across the world over their impact on power grids, utility bills, nearby communities, and the environment. From audacious plans to launch data centers into space to the latest legal battles over pollution, The Verge has the biggest news and reporting surrounding data centers. Senators are pushing to find out how much electricity data centers actually use How the spiraling Iran conflict could affect data centers and electricity costs Seven tech giants signed Trump’s pledge to keep electricity costs from spiking around data centers Trump claims tech companies will sign deals next week to pay for their own power supply Anthropic says it’ll try to keep its data centers from raising electricity costs How an ‘icepocalypse’ raises more questions about Meta’s biggest data center project Microsoft wants to rewire data centers to save space New York is considering two bills to rein in the AI industry Elon Musk is merging SpaceX and xAI to build data centers in space — or so he says It’s a new heyday for gas thanks to data centers Meta is spending millions to convince people that data centers are cool and you like them The winter storm tested power grids straining to accommodate AI data centers OpenAI says its data centers will pay for their own energy and limit water usage Microsoft scrambles to quell fury around its new AI data centers Communities are rising up against data centers — and winning Billionaires want data centers everywhere, including space AI’s water and electricity use soars in 2025 Racks of AI chips are too damn heavy The scramble to launch data centers into space is heating up Data center construction moratorium is gaining steam Data centers in Oregon might be helping to drive an increase in cancer and miscarriages Google is turning on the gas for its data centers Tech comp...
Erik Isakson Google ( GOOG ) is reportedly financing a multi-billion-dollar data center in Texas currently leased to Anthropic ( ANTHRO ), deepening the relationship between the two and their shared interest in AI infrastructure. According to sources cited by The Financial Times, construction loans for Nexus Data Centers’ $5B+ project are expected to be finalized in the upcoming weeks and would fa...
Erik Isakson Google ( GOOG ) is reportedly financing a multi-billion-dollar data center in Texas currently leased to Anthropic ( ANTHRO ), deepening the relationship between the two and their shared interest in AI infrastructure. According to sources cited by The Financial Times, construction loans for Nexus Data Centers’ $5B+ project are expected to be finalized in the upcoming weeks and would facilitate the completion of the 2,800-acre data center. Once completed, the center is expected to deliver ~500 megawatts of capacity by late 2026, eventually expanding to ~7.7 gigawatts. With a strategic location between several major gas pipelines, Nexus aims to power the facility with its own gas turbines, thus reducing its dependence on the power grid and avoiding surge pricing during peak energy hours. The financing, which capitalizes on the creditworthiness of parent Alphabet ( GOOG ), expands the relationship between Google and Anthropic. Google currently supplies Anthropic with Google Cloud’s custom-designed TPU clusters to train Anthropic’s large language models (LLMs). This partnership enables Google to enhance its Vertex AI platform while providing Anthropic ( ANTHRO ) with the cloud infrastructure performance and scale it needs. More on Alphabet, Anthropic Alphabet: Bulls Are Ignoring The Biggest Red Flag Alphabet: I'm Finally Getting Very Excited Again (Upgrade) Alphabet Faces A New Gating Factor In The AI Selloff Apple hires ex-Google marketing exec for AI push Google's TPU licensing and Wiz acquisition lead to higher cloud revenues: Wells Fargo