The GLP-1 market is a massive opportunity in healthcare, and many companies are vying for a piece of it. Healthcare companies have been feverishly working on developing GLP-1 weight loss products in an effort to cash in on what's turning out to be a massive gold rush in the sector. Companies big and small have GLP-1 drug candidates in development that, if successful, could be game changers for their businesses. It could put small stocks on the map, and for larger companies, it could mean an improvement in their growth rates. It may seem exciting to invest in GLP-1 stocks for their future growth potential, but there are important things to consider before you dive in. Here are three key things you should know about GLP-1 stocks, to help you decide whether it can be a good area for you to invest in. The market is massive, but estimates have been coming down Given the potential for weight loss drugs to improve the overall health of patients and their wide-ranging benefits, analysts have been understandably bullish on the space. But perhaps they have been too excited about it. Goldman Sachs recently trimmed its forecast for the anti-obesity drug market. It projects that the global market will be worth $95 billion by the end of the decade, which is a sizable decrease from the $130 billion it was previously forecasting. It's still massive, but it's a sign of just how much hype there has been around GLP-1 drugs. And with concerns about side effects and people gaining weight back after they stop using the drugs, it's possible there may still be too much hype right now. Competition is likely to ramp up Today, Eli Lilly (LLY 1.19%) looks to be the early leader in the GLP-1 space, as it has been experiencing tremendous growth. Its valuation is around the $1 trillion mark as its effective GLP-1 drugs have enabled it to generate fantastic results and attract many growth investors in the process. Meanwhile, it hopes to have an approved pill later this year, which could enhance it...

US No Longer Wants To Pursue Its Own Ukraine Peace Proposal, Kremlin Charges Authored by Dave DeCamp via AntiWar.com, Russian Foreign Minister Lavrov said in an interview published on Monday that the US no longer wants to implement a Ukraine peace deal that it previously proposed, the latest sign that there's little chance the grinding war will come to an end anytime soon. Lavrov claimed that the US and Russia came to an agreement on Ukraine during President Trump and Russian President Vladimir Putin’s summit in Anchorage, Alaska, back in August 2025. He didn’t elaborate on the details of the potential deal, but it's believed to involve Ukraine ceding territory it still controls in the Donbas, a condition included in a 28-point peace plan that was later drafted by the Trump administration . via CNN "In other words, we were told that the Ukrainian issue must be resolved. In Anchorage, we accepted the United States’ proposal . To put it straightforwardly, they proposed, and we agreed – the problem should be solved," Lavrov told TV BRICS . "The position of the United States was important for us. Having accepted their proposals, we essentially fulfilled the task of resolving the Ukrainian issue and moving toward comprehensive, broad, mutually beneficial cooperation." The Russian diplomat said that despite the "positive" summit, the US began imposing sanctions on Russia a few weeks later and has continued the economic pressure. " New sanctions are imposed , attacks on tankers are staged in international waters in violation of the UN Convention on the Law of the Sea, and India and other partners are discouraged from purchasing affordable Russian energy, while Europe has long prohibited such purchases, forcing them to buy American liquefied natural gas at significantly higher prices ," he said. Lavrov added that he didn’t see a "promising future in economic terms" when it comes to US-Russia relations. "Thus, in the economic sphere, the United States has effectively declare...

Run a prompt injection attack against Claude Opus 4.6 in a constrained coding environment, and it fails every time, 0% success rate across 200 attempts, no safeguards needed. Move that same attack to a GUI-based system with extended thinking enabled, and the picture changes fast. A single attempt gets through 17.8% of the time without safeguards. By the 200th attempt, the breach rate hits 78.6% without safeguards and 57.1% with them. The latest models’ 212-page system card , released February 5, breaks out attack success rates by surface, by attempt count, and by safeguard configuration. Why surface-level differences determine enterprise risk For years, prompt injection was a known risk that no one quantified. Security teams treated it as theoretical. AI developers treated it as a research problem. That changed when Anthropic made prompt injection measurable across four distinct agent surfaces, with attack success rates that security leaders can finally build procurement decisions around. OpenAI's GPT-5.2 system card includes prompt injection benchmark results, including scores on evaluations like Agent JSK and PlugInject, but does not break out attack success rates by agent surface or show how those rates change across repeated attempts. The original GPT-5 system card described more than 5,000 hours of red teaming from over 400 external testers. The Gemini 3 model card describes it as "our most secure model yet" with "increased resistance to prompt injections," sharing relative safety improvements versus previous models but not publishing absolute attack success rates by surface or persistence scaling data. What each developer discloses and what they withhold Disclosure Category Anthropic (Opus 4.6) OpenAI (GPT-5.2) Google (Gemini 3) Per-surface attack success rates Published (0% to 78.6%) Benchmark scores only Relative improvements only Attack persistence scaling Published (1 to 200 attempts) Not published Not published Safeguard on/off comparison Published Not pu...

At Holdings Channel, we have reviewed the latest batch of the 35 most recent 13F filings for the 06/30/2024 reporting period, and noticed that Schwab U.S. Large-cap Etf (Symbol: SCHX) was held by 11 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen. Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in SCHX positions, for this latest batch of 13F filers: In terms of shares owned, we count 4 of the above funds having increased existing SCHX positions from 03/31/2024 to 06/30/2024, with 6 having decreased their positions. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the SCHX share count in the aggregate among all of the funds which held SCHX at the 06/30/2024 reporting period (out of the 2,638 we looked at in total). We then compared that number to the sum total of SCHX shares those same funds held back at the 03/31/2024 period, to see how the aggregate share count held by hedge funds has moved for SCHX. We found that between these two periods, funds increased their holdings by 1,830,579 shares in the aggregate, from 79,737,548 up to 81,568,127 for a share count increase of approximately 2.30%. The overall top three funds holding S...

Dilok Klaisataporn/iStock via Getty Images U.S. insurance broker stocks tumbled on Monday after the launch of a new artificial intelligence tool by privately held online insurance marketplace, Insurify, fueling concerns that the industry could face significant disruption. In light of this development, below is a list of the top insurance broker stocks ranked according to Seeking Alpha’s Quant Ratings. The list focuses on companies in the insurance brokers sector, evaluated based on quantitative measures including market capitalization and price performance. Waterdrop Inc. ( WDH ) tops the list with a Strong Buy rating of 4.60, followed by Abacus Global Management, Inc. ( ABX ) with a Strong Buy rating of 4.50. Hagerty, Inc. ( HGTY ) rounds out the bullish portion of the rankings with a Buy rating of 3.99. The middle portion of the list includes several stocks with Hold ratings, such as TWFG, Inc. ( TWFG ) at 3.23 and Willis Towers Watson ( WTW ) at 3.00. Major players like Marsh & McLennan Companies ( MRSH ) and Aon plc ( AON ) also fall into Hold territory. The list concludes with Crawford & Company, which carries Sell ratings for both its Class B ( CRD.B ) and Class A ( CRD.A ) shares. Seeking Alpha’s Quant Rating system grades stocks based on their performance on critical quantitative measures, including valuation, growth, stock momentum, and profitability. Ratings are given on a scale from 1 to 5, with any score of 3.5 or above considered bullish and any rating of 2.5 or below considered bearish. Here is the list: Waterdrop ( WDH ), Quant Rating: 4.60 Abacus Global Management ( ABX ), Quant Rating: 4.50 Hagerty ( HGTY ), Quant Rating: 3.99 TWFG ( TWFG ), Quant Rating: 3.23 Willis Towers Watson ( WTW ), Quant Rating: 3.00 Marsh & McLennan Companies ( MRSH ), Quant Rating: 2.96 Hippo Holdings ( HIPO ), Quant Rating: 2.94 Aon ( AON ), Quant Rating: 2.71 Crawford & Company ( CRD.B ), Quant Rating: 2.35 Arthur J. Gallagher ( AJG ), Quant Rating: 1.58 More on insuranc...

MoMo Productions/DigitalVision via Getty Images While many segments of the healthcare services space trade on speculative disruption or unpredictable reimbursement dynamics, Encompass Health ( EHC ) provides a sustainable growth story of structural permanence. Not only is Encompass the largest provider of inpatient rehabilitation hospitals in the U.S., but it is also setting the standard for the industry in terms of both clinical quality and capital efficiency. As I look at Encompass' path into 2026, the marketplace has begun to realize the compounding impact of the company's real estate strategy and the clinical superiority of its IRF model over the skilled nursing facility model, which allows the company to take increasing shares of the market. Financial Performance and Operational Leverage For the fourth quarter , net operating revenue was $1.544 billion, or a 9.9 percent increase compared to the same time frame last year. Importantly, what is most impressive is the quality of growth of the top line. Adjusted EBITDA grew 15.9 percent to $335.6 million and, as such, surpassed net operating revenue growth significantly. This growing gap between revenue growth and EBITDA growth represents an increasingly efficient deployment of fixed costs across a larger revenue base. As a result, this demonstrates effective scalability within a facility-based model. Net discharge volume has been the primary driver of growth, and total net discharges were up 5.3 percent to 67,238. More importantly, same-store net discharge growth was 3.2 percent. Same-store growth is important because it shows that growth in net discharges is not simply a product of new facilities, which require large amounts of capital; rather, the growth in net discharges is generated from higher levels of usage of existing facilities. Pricing power was also evident through a 4.1 percent increase in net patient revenue per discharge to $22,273. This represents a price increase above the rate of inflation for the ...

格隆汇2月11日｜凯利蓝皮书：在特斯拉的带动下，电动车价格1月下跌，销量持续放缓。

格隆汇2月11日｜凯利蓝皮书：美国1月新车价格上涨，汽车制造商削减促销激励措施，以帮助维护利润率。1月份，新车的平均建议零售价为49,191美元，比去年同期水平上涨了1.9%。上月新车价格自2025年12月创下的历史高位回落。

Watch: There's still a possibility the toy chain could survive, but as for the gift cards, their days are numbered

The BBC has visited Iran for the first time since the crackdown by security forces on nationwide anti-government protests last month. Iran's leaders are marking 47 years since the Islamic Revolution, with bunting and flags decorating the streets of Tehran - but the pain is still raw after unprecedented force was used to put down the protests. Human rights activists have said they have confirmed the killing of at least 6,400 protesters, but warned that the final death toll could be far higher. The BBC's chief international correspondent Lyse Doucet is reporting from Tehran on condition that none of her material is used on the BBC's Persian Service. These restrictions apply to all international media organisations operating in Iran.

财联社2月10日讯（编辑 夏军雄） 谷歌母公司Alphabet计划在英镑市场发行一只极为罕见的100年期债券，但规模仅为10亿英镑（约合13.67亿美元）。 据报道，在人工智能（AI）基础设施蓬勃发展、科技巨头纷纷举债融资的背景下，这笔有限规模的债券交易收到接近发行额10倍的认购订单。 此外，Alphabet本周一已在美元市场发行了200亿美元的债券。由于订单规模超过1000亿美元，该笔发行规模从最初计划的150亿美元上调。 Alphabet目前正计划在多种货币市场发行债券，其中就包括这只英镑计价的“世纪债券”，同时也可能很快在瑞士法郎市场进行发行。 这是近30年来科技公司首次发行100年期债券。上一次类似发行要追溯到1997年摩托罗拉。 在美元债方面，本次发行分为7个期限档，其中最长期限为40年期债券，将于2066年到期。最初市场预计该债券收益率将比美国国债高出1.2个百分点，但目前定价预计将收窄至约0.95个百分点。 需求最为强劲的集中在短期限债券，其中3年期债券的定价仅较美债高出0.27个百分点。 债券价格和收益率呈反比，当投资者认为债券风险上升时，会要求更高收益率，对应债券价格下降，反之亦然。 多币种融资优势 多币种融资具备多项优势，这也可能是Alphabet选择这一策略的原因。 首先，这有助于分散投资者基础。在当前环境下，这一点尤为重要。随着大型科技公司在AI基础设施上的资本开支不断攀升，其融资需求也在持续扩大。 通过进入全球债券市场，而非仅依赖美元市场，Alphabet可以避免供需失衡导致债券价格被推高、收益率被压低，从而削弱投资者的参与意愿。 此外，相较美元债，英镑市场利率更低，这也使得潜在的百年期债券在融资成本上更具吸引力。 科技巨头债务融资迎来创纪录一年 Alphabet此次大规模举债，正值公司宣布AI资本开支创历史新高之后。 上周公布财报时，Alphabet透露，公司今年计划投入超过1850亿美元，用于AI模型及云基础设施建设，这一数字几乎是去年的两倍。 为此，Alphabet的长期债务规模已在2025年增至465亿美元，是此前的四倍。不过，该公司账上仍持有超过1250亿美元现金可供动用。 其他科技巨头也在跟进。就在上周，甲骨文通过债券发行融资250亿美元，并获得1290亿美元的创纪录认购。 摩根士丹利预计，超大规模云厂商在2026年的借款规模将...

With fewer protections and guardrails, we have a much less effective system.

Check out some of the companies making the biggest moves midday: Amentum Holdings — The defense contractor tumbled about 12% after fiscal first-quarter revenue and adjusted EBITDA missed Wall Street analysts' consensus estimates, according to FactSet data. BP Plc — The British oil major suspended its buyback program , deciding to use the cash instead to strengthen its balance sheet. BP ADRs sank 6% in the U.S. ZoomInfo Technologies — The cloud-based sales and marketing platform slumped 10% after forecasting first-quarter earnings per share excluding one-time items of 25 cents to 27 cents per share. Analysts expected 27 cents for the quarter, according to FactSet data. Fourth-quarter billings and adjusted gross margin were also light. Datadog — Shares of the software company rose 16% as both fourth-quarter results and its first-quarter outlook topped estimates. The bounceback puts Datadog shares up 2% month-to-date. The company said AI adoption is driving greater use of its cloud security products, with customers using four or more of its products. Ichor Holdings — Shares soared 37% to a 52-week high after the maker of semiconductor equipment parts said strong demand for etch and deposition intensity services fueled a fourth-quarter earnings beat. A first-quarter forecast was above what analysts were expecting, according to FactSet. Ichor also said it expects its gross profit to accelerate during the remainder of 2026. Incyte – The biopharmaceutical company tumbled 6%. Fourth-quarter earnings landed at $1.80 per share on an adjusted basis, missing the FactSet consensus estimate of $1.90 per share. Operating income came in at $451 million, below the consensus call for $458 million. Entegris — The technology materials supplier climbed 11% to a 52-week high after posting a rosy business outlook. Entegris anticipates earnings per share of 70 to 78 cents per share, excluding one-time items, on revenue of $785 to $825 million in the first quarter. Analysts polled by FactSe...

Olena Bartienieva/iStock via Getty Images Germany is preparing to purchase strike drones valued at about 536 million euros ($638 million) from domestic startups Helsing and Stark Defence, Reuters reported Tuesday, citing government documents. The prospective order comes as Berlin accelerates its military buildup following Russia’s invasion of Ukraine. The proposed purchases cover loitering munitions, a class of drones designed to remain airborne over an area before diving into a target. The deals form part of a broader framework agreement totaling roughly 4.3 billion euros. The contracts are expected to receive formal approval from the budget committee of Germany’s lower house of parliament, a step seen largely as procedural. Details of the plan were first reported by Der Spiegel. The drones would initially be assigned to Germany’s 45th Tank Brigade, which is stationed in Lithuania as part of NATO’s eastern defense posture. Under the terms outlined in the documents, the agreements with Helsing and Stark Defence would run for seven years, with the first deliveries planned for early 2027. More on Select STOXX Europe Aerospace & Defense ETF EUAD: Amid Greenland Woes And Oreshnik Ballistic Missile, EU Rearmament Is A Must Switzerland weighs temporary VAT hike to fund military upgrades Trump says U.S. negotiating 'total access' to Greenland - report Seeking Alpha’s Quant Rating on Select STOXX Europe Aerospace & Defense ETF Dividend scorecard for Select STOXX Europe Aerospace & Defense ETF

Key Points Goodyear beat on sales but missed on earnings last night. For all of 2025, Goodyear still suffered a nearly $6 per share loss. 10 stocks we like better than Goodyear Tire & Rubber › Goodyear Tire & Rubber Company (NASDAQ: GT) stock tumbled 15% through noon ET Tuesday after beating on sales but missing on earnings in its Q4 2025 report last night. Heading into the report, analysts forecast Goodyear would earn $0.49 per share (adjusted for one-time items) on sales of $4.8 billion. Goodyear actually earned only $0.39 per share, adjusted, but its sales were a healthy $4.9 billion. 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 » Goodyear Q4 earnings As Goodyear pointed out, its Q4 sales were only "flat from 2024" but up 4% organically after netting out sales lost with the disposal of its Off-the-Road (OTR) tire and Chemical businesses. Earnings may have missed expectations -- and earnings under generally accepted accounting principles (GAAP) lower than non-GAAP earnings, which don't count those disposed-of divisions. Nevertheless, Goodyear earned $0.36 per share, GAAP, up 44% year over year -- a superb result for Q4, at least. As for the year as a whole, the numbers looked less good. Goodyear's full-year 2025 sales declined 2% to $10.8 billion, and operating profit margins fell 170 basis points to 6.8%. The company flipped from a $0.16 per share profit in 2024 to a $5.99 per share loss in 2025. Is Goodyear stock a buy? Now, where does this leave Goodyear stock standing today? Obviously, the big net loss for 2025 isn't a great starting point. Granted, Goodyear generated $170 million in positive free cash flow for the year. On a $3 billion market capitalization, that doesn't make Goodyear look too expensive... until you notice that the company is carrying about $6.5 billion in net debt -- more than twice its own market capitalization! At an e...

It's time to nip these issues in the bud. If you're not feeling confident in your retirement savings, you're probably in good company. But have you stopped to think about why you aren't making progress funding your IRA or 401(k)? It may be due to a string of unfortunate circumstances -- job loss, medical issues, or even a steady stream of home and car repairs. But it could also be due to these three habits. 1. You're taking on too much debt Debt has a sneaky way of piling up. You might charge a vacation or a few sets of concert tickets on a credit card and tell yourself you'll pay it off as soon as you can. But then your car might break down, or you might need to shell out money for another unplanned bill. Suddenly, your debt starts climbing. And the longer you carry it, the more interest you pay. Some debt may be unavoidable. If you need a car to function and can't buy one outright, you may have to sign an auto loan you pay interest on. But if you're struggling to make progress with your retirement savings, take a look at your spending habits and debt, and see if changes are in order. You may need to cut back on certain expenses to get out of debt and/or avoid future debt. But the less money you lose to interest, the more you can contribute toward your nest egg. 2. You're falling victim to lifestyle creep When you work hard and get rewarded with salary boosts, it's natural to want to enjoy your success. But if you keep spending your higher paychecks instead of saving a larger portion, you may not make progress on retirement savings like you're hoping to. The next time you get a raise, rather than allocate it to a new expense or purchase, send it into your 401(k) plan. That way, you're less likely to miss it. 3. You're not investing aggressively enough The stock market can be a scary place to put your money. But if you want to grow your retirement savings, it's important to take on some risk -- especially if you're many years away from ending your career. If you inv...

Key Points The more money you spend on interest, the less you can bank. If you keep raising your spending as your income grows, you won't get ahead. Investing too conservatively could thwart your efforts. The $23,760 Social Security bonus most retirees completely overlook › If you're not feeling confident in your retirement savings, you're probably in good company. But have you stopped to think about why you aren't making progress funding your IRA or 401(k)? It may be due to a string of unfortunate circumstances -- job loss, medical issues, or even a steady stream of home and car repairs. But it could also be due to these three habits. 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 » 1. You're taking on too much debt Debt has a sneaky way of piling up. You might charge a vacation or a few sets of concert tickets on a credit card and tell yourself you'll pay it off as soon as you can. But then your car might break down, or you might need to shell out money for another unplanned bill. Suddenly, your debt starts climbing. And the longer you carry it, the more interest you pay. Some debt may be unavoidable. If you need a car to function and can't buy one outright, you may have to sign an auto loan you pay interest on. But if you're struggling to make progress with your retirement savings, take a look at your spending habits and debt, and see if changes are in order. You may need to cut back on certain expenses to get out of debt and/or avoid future debt. But the less money you lose to interest, the more you can contribute toward your nest egg. 2. You're falling victim to lifestyle creep When you work hard and get rewarded with salary boosts, it's natural to want to enjoy your success. But if you keep spending your higher paychecks instead of saving a larger portion, you may not make progress on retirement savings like you're hoping to. The next time y...

The chief executive of bankrupt restaurant operator FAT Brands Inc. can keep his job — for now. Lenders to the company agreed to drop their demand that Andrew Wiederhorn be suspended without pay after he directed the company to sell stock in FAT Brands’ Twin Peaks dining chain. Instead, the creditors, who hold nearly $1 billion of the company’s notes, will wait until next month to press for the appointment of a court-approved trustee to oversee FAT Brands. If managers make any other decisions that violate Chapter 11 rules, “We will be here with our hair on fire,” lender attorney Jason Zakia said during a court hearing in Houston on Tuesday. Wiederhorn is under fire from the lenders as well as a newly formed committee of unsecured creditors for actions he and the FAT Brands board — which includes Wiederhorn family members — allegedly took before and after the company filed bankruptcy last month. When a company files bankruptcy, it becomes subject to court oversight and generally cannot make major decisions about its assets or operations without first giving creditors a chance to object and seeking a judge’s approval. US Bankruptcy Judge Alfredo Perez said he was not yet taking a position on Wiederhorn’s actions, but warned the company’s bankruptcy lawyers there should not be any more unexpected moves like the stock sale. “This does violate the rule of no surprises,” Perez said. “At my age I can’t have too many.” FAT Brands Lenders Want CEO Suspended Over Twin Peaks Stock Sale The lenders said in a court filing that Wiederhorn directed the sale of 9 million shares of Twin Peaks, a Texas-based sports bar chain, without first obtaining necessary court approval, consulting the company’s restructuring advisers or newly added independent board members. The lender group includes Brigade Capital Management LP , Barclays Capital Inc. and affiliates of Bracebridge Capital . FAT Brands responded by acknowledging that the stock was sold on Jan. 30 without court approval. The com...

Earnings Call Insights: Harley-Davidson (HOG) Q4 2025 Management View CEO Arthur Starrs opened by emphasizing, "This marks my first full quarter as CEO. I've spent this time focused on understanding the core of our business, our people, our dealers, our riders and the realities in the marketplace." Starrs stressed the urgency of addressing both macro and controllable pressures, stating, "Wholesale shipments and associated margins were negatively impacted by intentional actions to address elevated dealer inventory, particularly touring inventory in North America through interventions on both the supply and demand sides." The CEO reported, "North American retail sales growth in the quarter, accelerating into December, yielding early indications of improving dealer profitability." He detailed immediate priorities: "improving dealer profitability, reigniting brand momentum and reducing costs," and described ongoing efforts to optimize retail inventory and support dealers. Starrs highlighted targeted leadership and organizational changes to strengthen capabilities across product, supply chain, marketing, technology, and brand, adding, "We've added back new perspectives and welcomed back proven leaders with deep knowledge of Harley-Davidson's rider culture and community." Starrs also discussed a cost review: "We anticipate at least $150 million of annual run rate savings that will impact 2027 and beyond." CFO Jonathan Root stated, "Consolidated revenue in the fourth quarter was down 28% driven by both HDMC revenue being down 10% and by HDFS revenue being down 59%. Consolidated operating income in the fourth quarter came in at a loss of $361 million compared to an operating loss of $193 million in Q4 of 2024." Outlook Management expects 2026 to be a transition year. Starrs indicated, "We view 2026 as a transition year as we reset business and finalize our new strategy." CFO Root said, "At HDFC, we expect retail units of 130,000 to 135,000. We expect wholesale units of $130...

Rising economic and political uncertainty is starting to make stock market investors jittery. The benchmark S&P 500 (^GSPC +0.14%) stock market index is down fractionally from its all-time high as I write this, but a wave of uncertainty is washing over the market right now, which has triggered some volatility over the last couple of weeks. Investors are concerned that the world's leading artificial intelligence (AI) start-up -- OpenAI -- won't be able to fulfill its enormous financial commitments, and they are also weighing the impacts of a deteriorating job market, potentially resulting from some of the Trump administration's economic policies. President Donald Trump has been in office during three major stock market drawdowns. During his first term, the S&P 500 suffered a peak-to-trough decline of almost 20% in 2018, followed by a much sharper 35% sell-off in 2020 at the height of the COVID-19 pandemic. Then, last April, the president's "Liberation Day" tariff announcement contributed to a brief 21% sell-off. Fortunately, the market recovered to set new all-time highs on each occasion, but are we headed for another steep correction or even a bear market? If so, here's what investors can expect. The AI trade just hit a speed bump AI has already created trillions of dollars' worth of value for American companies. Nvidia, which supplies the world's best data center chips for AI development, has enjoyed a twelvefold increase in its stock price since the start of 2023, catapulting its market capitalization from $360 billion to a whopping $4.6 trillion. But the AI industry is now facing a massive test. ChatGPT creator OpenAI has made hundreds of billions of dollars' worth of spending commitments to rent computing capacity from some of the industry's largest data center operators, including $281 billion to Microsoft Azure and $300 billion to Oracle Cloud Infrastructure. The start-up has also ordered an estimated $90 billion worth of chips directly from Advanced Micro Dev...

MSFT Stock Today: February 10 tech rebound lifts Nasdaq and S&P 500 Meyka

Dean Mouhtaropoulos/Getty Images News European Union rules intended to curb methane emissions could add ~13% to the cost of crude oil imports and strike a heavy blow to the bloc's industrial base, Exxon Mobil's ( XOM ) president of product solutions Matt Crocker told Bloomberg on Tuesday. ~80% of the E.U.'s current imports of crude oil would not satisfy the bloc’s methane criteria in 2027, and s ecuring alternate supplies from the smaller pool of compliant crudes would add ~$9/bbl to the average price the bloc pays, Crocker said. "We're very supportive of reducing methane emissions and are very active in the U.S., but what European policy is doing is taking that into an extreme," Crocker said in an interview. It is not the first time the European Union's methane emissions rules have been opposed by U.S. producers, with previous complaints largely focusing on easing the burden on imports of liquefied natural gas from the U.S. Europe's high energy prices have been blamed for shuttering key heavy industries and will be a major focus of debate when E.U. leaders meet with key industry executives in Antwerp this week to discuss economic competitiveness. More on Exxon Mobil Exxon Mobil: It's A Buy Says Valuation, But I'm Weighing Technical Caution Exxon Mobil: Strong Value Despite Oil Rout Exxon Mobil: Let Us Talk About Venezuela And Guyana