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Source: Bloomberg, 0:00

Image source: The Motley Fool. Tuesday, November 5, 2024 at 10:00 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Steven Roth President and Chief Financial Officer — Michael Franco Executive Vice President, Leasing and Development — Glen Weiss Chief Operating Officer and Chief Accounting Officer — Tom Sanelli Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Leasing Volume -- Year-to-date, Vornado Realty Trust VNO +3.23% ) -- Year-to-date, Vornado Realty Trust Full-Year Manhattan Leasing Projection -- Management targets 3.5 million-3.8 million square feet of Manhattan leases in 2024, which would represent the second highest total in company history. -- Management targets 3.5 million-3.8 million square feet of Manhattan leases in 2024, which would represent the second highest total in company history. 770 Broadway Transaction -- Vornado has signed a letter of intent for NYU to master lease the 1.1 million square foot office component, with an option to purchase in the 30th and 70th year; the transaction includes an upfront prepaid rent sufficient to pay off Vornado’s $700 million loan on the property and an annual net rent over the lease term, with closing and rent commencement expected in January. -- Vornado has signed a letter of intent for NYU to master lease the 1.1 million square foot office component, with an option to purchase in the 30th and 70th year; the transaction includes an upfront prepaid rent sufficient to pay off Vornado’s $700 million loan on the property and an annual net rent over the lease term, with closing and rent commencement expected in January. Liquidity -- Liquidity stands at $2.6 billion, including $1 billion in cash; cash will soon rise by over $1 billion from the Uniqlo sale, NYU prepaid rent, and redemption of $500 million of street retail preferred from 1535 Broadway financing (noting that between Uniqlo and 1535, about half of the retail preferreds will have been redeemed). -- Liquidity stand...

Tesla files complaint against union member for secretly recording works council meeting, memo shows Reuters

Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 10 a.m. ET Call participants Chairman, President, and Chief Executive Officer — John Engel Executive Vice President and Chief Financial Officer — David Schulz Takeaways Record Quarterly Revenue -- $6.1 billion in Q4, up 10% year over year, with organic growth of 9% driven by volume and pricing contributions. -- $6.1 billion in Q4, up 10% year over year, with organic growth of 9% driven by volume and pricing contributions. Data Center Sales -- $1.2 billion in Q4, up ~30% year over year, and full-year data center sales reached $4.3 billion, representing approximately 18% of company revenue and ~50% year-over-year growth. -- $1.2 billion in Q4, up ~30% year over year, and full-year data center sales reached $4.3 billion, representing approximately 18% of company revenue and ~50% year-over-year growth. Segment Performance -- CSS organic growth of 17%, EES organic growth of 8%, and UBS organic growth of 3% in Q4. -- CSS organic growth of 17%, EES organic growth of 8%, and UBS organic growth of 3% in Q4. Adjusted EBITDA -- $409 million for Q4, up 10% year over year, with a margin of 6.7% of sales. -- $409 million for Q4, up 10% year over year, with a margin of 6.7% of sales. Gross Margin -- 21.2% in Q4, matching prior year; full-year gross margin of 21.1%, down 50 basis points versus 2024 due to mix and public power margin pressures. -- 21.2% in Q4, matching prior year; full-year gross margin of 21.1%, down 50 basis points versus 2024 due to mix and public power margin pressures. Adjusted EPS -- $3.40 in Q4, up 8% year over year; full-year adjusted EPS of $12.91, a 6% increase. -- $3.40 in Q4, up 8% year over year; full-year adjusted EPS of $12.91, a 6% increase. Backlog Growth -- Record company backlog up 19% year over year; CSS backlog rose nearly 40%, EES backlog increased 6%, and UBS backlog up 23% reflecting IOU project strength. -- Record company backlog up 19% year over year; CSS backlog rose nearly 40%, EES ...

Meghan Robson, head of US credit strategy at BNP Paribas, says credit spreads will continue to go wider for hyperscalers and expects $250 billion in issuance in 2026. She speaks on "Bloomberg Surveillance." (Source: Bloomberg)

From its inception, Tesla was different from its fellow U.S. automakers, and with its latest decision on Full Self Driving, the company is solidifying itself as a tech company, not a car company. Unlike the Detroit Big 3, Tesla was born in Silicon Valley, and its ambitions have always matched those ...

JamesBrey/iStock via Getty Images Many high-yield investment products do not offer much in the way of growth, which means that when you invest in them, sure, the income is high and hopefully durable, but the purchasing power of that income gets eroded over time due to inflation. Meanwhile, you can also invest in dividend growth stocks, where the dividend growth may be strong, but the yield is relatively low. This can be seen in a lot of dividend growth ETFs like Vanguard High Dividend Yield ETF ( VYM ), Vanguard Dividend Appreciation ETF ( VIG ), iShares Core Dividend Growth ETF ( DGRO ), and even the Schwab U.S. Dividend Equity ETF ( SCHD ), which has a dividend yield of above 3.5%, which is more attractive than some of its peers, but it is still quite low compared to higher-yielding sectors like business development companies ( BIZD ), where you can invest in blue chips like Ares Capital Corporation ( ARCC ) and earn a near 10% dividend yield. However, there are a couple of blue-chip income machines out there that combine very attractive yields that are sustainable and set up to grow at a rate that beats inflation over time. In this article, I will detail two of them. Retirement Income Machine #1 The first one I am going to talk about is Enterprise Products Partners ( EPD ), which operates one of the most integrated midstream systems ( AMLP ) in North America with assets that span NGL pipelines, fractionation, export terminals, natural gas gathering, processing, pipelines, crude oil pipelines, and marine terminals. With such a well-integrated network of midstream infrastructure, EPD can control the full value chain from wellhead to water. Additionally, management takes a conservative approach to capital allocation by only building projects that are substantially contracted while targeting very attractive EBITDA build multiples. Given its highly contracted profile, it has historically earned very stable returns even through downturns and has been able to sustain a ...

Recent analyst activity highlights notable upgrades for Tesla ( TSLA ) and CrowdStrike ( CRWD ), while Stellantis ( STLA ) and Merck ( MRK ) received downgrades. Tesla’s upgrade reflects optimism around Elon Musk’s pivot toward AI and robotics, while CrowdStrike’s 30% drawdown amid the broader software selloff has created a buying opportunity according to one analyst. On the downside, Stellantis faces continued challenges despite strategic changes under new leadership, and Merck’s valuation now reflects its improved outlook, limiting further upside. Upgrades Tesla ( TSLA ): Upgrade Hold to Buy by Doron Levin . The analyst sees Tesla’s massive $20 billion capital investment in robotaxi infrastructure, AI, and humanoid robots as a speculative but potentially rewarding bet on Musk’s innovation track record. “Musk’s business and innovation track record – with all the missed deadlines, pivots, delays, evasions and disappointments – remain a stellar achievement, one that will be studied and debated for years to come. For this reason alone, I rate TSLA a Buy. It will be a small position relative to my overall portfolio, one that I can afford to lose if Musk fails.” CrowdStrike Holdings ( CRWD ): Upgrade Hold to Buy by Mike Zaccardi, CFA, CMT . The analyst believes the 30% drawdown amid sector-wide software weakness has created an attractive entry point for the cybersecurity leader, citing robust fundamentals including 22% YoY revenue growth and record free cash flow. “The company's strategy of consolidating point products onto its single agentic security platform continues to gain traction, with 49% of subscription customers now utilizing six or more modules. CrowdStrike’s Next-Gen SIEM and Cloud business segments also achieved new high-water marks.” Downgrades Stellantis ( STLA ): Downgrade Buy to Hold by Caffital Research . The analyst steps back from the previous bullish thesis as the company’s strategic reset under CEO Antonio Filosa, including a costly pullback on EV ...

Astera Labs' stock (ALAB) is currently trading at $182.82 ahead of earnings, down $4.85 (-2.59%) from the previous close. Expectations are high for Astera Labs, with analysts projecting an EPS of $0.51. This represents a substantial increase compared to the same quarter last year when the company posting 37cents per share. Revenue estimates are also bullish, with a consensus of $249.55million, reflecting an impressive 39.17% year-over-year growth. Astera Labs' stock has been trading above both its 50-day and 200-day simple moving averages (SMAs), currently at $162.95 and $147.09, respectively. This technical indicator suggests a potential upward trend in the stock's price. The intraday activity shows a high of $197.5 and a low of $182.01, with a current volume of 2,209,326 shares traded. Recent developments have significantly influenced Astera Labs' stock performance. In September 2024, Morgan Stanley upgraded the stock to ‘Overweight' with a price target of $55.00, citing an attractive entry point following a substantial decline from its post-IPO peaks. The firm expressed confidence in the company's management and growth potential. However, insider trading activity has also played a role. CEO Mohan Jitendra executed significant stock sales in late 2024, selling 171,064 shares in November at an average price of $103.53 (totaling $17.7 million) and 47,667 shares in October at a weighted average price of $70.2581 (amounting to $3.35 million). These sales were conducted under a pre-established Rule 10b5-1 trading plan. Director Jack Lazar also sold shares in October and November 2025. Strategically, Astera Labs has been expanding its footprint in the AI connectivity market. In December 2025, the company announced plans to offer custom connectivity solutions leveraging NVIDIA's NVLink Fusion technology. This initiative aims to provide tailored solutions for hyperscalers, addressing the complexities of next-generation AI infrastructure. The competitive landscape has also...

Who are the winners and losers of the memory chip squeeze? A surge in prices is driving a vast divide in the stock market, as Alex Morgan explains. (Source: Bloomberg)

格隆汇2月11日｜特斯拉500英里续航电动半挂卡车定价29万美元。

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A Top Semiconductor ETF Ran 62% Despite Top Holding Slashing Dividend by 75% 24/7 Wall St.

The VanEck Semiconductor ETF (NYSEARCA:SMH) manages $44.1 billion in assets but delivers a minimal 0.24% yield. This reflects the semiconductor industry’s strategic choice to reinvest cash into R&D and manufacturing capacity rather than distribute it to shareholders, making SMH primarily a growth vehicle. For investors counting on dividend income, understanding what drives that 0.24% matters. ... A Top Semiconductor ETF Ran 62% Despite Top Holding Slashing Dividend by 75%

LewisTsePuiLung/iStock Editorial via Getty Images Hasbro ( HAS ) announced on Tuesday that it signed a multi-year global licensing deal with Warner Bros. Discovery ( WBD ) that will make it the primary toy licensee for the Harry Potter universe and the upcoming HBO Original Harry Potter series starting in 2027. The partnership positions Hasbro ( HAS ) to develop a broad portfolio of film- and series-inspired products, including dolls, role-play items, action figures, collectibles, interactive plush, and board games, with additional lines to be unveiled later this year. The toy giant sees the new agreement as a strategic fit with its focus on leveraging its games and IP platform to build "a lifetime of play" across generations of fans, while Warner Bros. Discovery ( WBD ) highlighted the timing of the deal with the 25th anniversary of the first Harry Potter film and the continued expansion of the Wizarding World, underscoring that Hasbro's ( HAS ) role will cover products tied to both the Harry Potter and Fantastic Beasts films as well as the new HBO series. The new Harry Potter series is a full TV reboot of the seven-book saga, being produced as a long-running, big-budget drama for HBO and the Max streaming service, with an all-new cast and a planned premiere in early 2027. The series will introduce a new cast in the iconic roles, including Dominic McLaughlin as Harry Potter, Arabella Stanton as Hermione Granger, Alastair Stout as Ron Weasley, and John Lithgow as Albus Dumbledore, among others. Warner Bros. Discovery ( WBD ) is positioning the show and associated consumer products as a way to engage both new and existing audiences and to deepen monetization of one of its most valuable franchises. Shares of Hasbro ( HAS ) jumped 6.7% in Tuesday morning trading after the company announced strong earnings. Warner Bros. Discovery ( WBD ) was up 1.9% on strong volume. More on Hasbro and Warner Bros. Discovery Hasbro, Inc. 2025 Q4 - Results - Earnings Call Presentation Ne...

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Source: Bloomberg, 0:00

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Key Points Nebius and CoreWeave offer AI customers something that’s in great need right now: capacity for workloads. Revenue at both companies is soaring in the triple digits. 10 stocks we like better than Nebius Group › Investors have been on the lookout for artificial intelligence (AI) stocks that may win in this market's next phase of growth. Companies continue to train models, but now and moving forward, these models are being put to work. This phase of thinking through and solving complex problems is known as inference, and it should drive growth in the years to come. As companies aim to power training and inference, they need capacity -- and according to cloud providers big and small, demand has been soaring. These AI customers may turn to a cloud giant such as Alphabet to run their workloads, or they could choose to work with a smaller, specialized player such as the two I'll talk about here: Nebius (NASDAQ: NBIS) and CoreWeave (NASDAQ: CRWV). 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 » Which is the better buy, according to Wall Street? Let's find out. The case for Nebius Customers come to Nebius for its range of services -- such as managed services for Kubernetes, for example -- as well as access to graphics processing units (GPUs) and central processing units (CPUs) for workloads. As Nebius itself puts it, "we provide every essential resource for your AI journey." All of this has clearly been popular with customers, as we can see from Nebius' earnings reports. In the latest quarter, the company sold out of all of its capacity, and revenue soared more than 300%. Nebius also signed its first major AI infrastructure deal -- with Microsoft, and worth as much as $19.4 billion. And the company signed a second significant deal with Meta Platforms, in this case for $3 billion. The main challenge for Nebius -- and CoreWeave too -- is the need...

The fake goods crisis cuts two ways. Luxury brands lose more than $30 billion a year to counterfeits, while buyers in the booming $210 billion second-hand market have no reliable way to verify that what they’re purchasing is genuine. Veritas wants to solve both problems with a solution that combines custom hardware and software. The startup claims that it has developed a “hack-proof” chip that can’t be bypassed by devices like Flipper Zero, a widely available hacking tool that can be used to tamper with wireless systems. These chips are linked with digital certificates to verify the authenticity of the products. Vertitas founder Luci Holland has experienced life as both a technologist and an artist. She has worked in different artistic mediums, including mixed media painting and metal sculpture. She has also worked at Tesla as a technical product manager and has held several business development, community growth, and product management roles at tech companies and venture funds. Image Credits: Veritas Holland noted that traditionally, luxury goods makers use various symbols or physical marks to authenticate their products. However, with the growing demand for these goods, counterfeiters have learned to create convincing copies of these marks along with high-quality fake certificates. These goods are often called “superfakes.” Holland mentioned that she spoke with maisons — established luxury fashion houses — that said that some of their locations had to stop authenticating goods because fakes were becoming too convincing to reliably detect. She said that drawing on her experience in both the tech and art worlds, she wanted to solve the problem. “For me, as someone who has a background in being a designer and then also has experience in tech, I saw this problem and thought about the different ways we could solve it. I think what’s truly innovative is we’ve used and combined elements from both hardware and software to create this solution that helps protect brands in ...

格隆汇2月11日｜CreditSights分析师Alex Lawrence称，英国退休基金和保险公司对Alphabet的100年期英镑债券需求强劲，据报其认购规模达到95亿英镑(合130亿美元)。Lawrence称：“英国退休基金和保险公司将该债券视为增加其投资组合中科技行业敞口的好机会。“他称，即使增加了债务发行，Alphabet的信用指标依然出色。“该公司拥有高质量的持久资产，并且在整个技术栈的AI领域都执行得非常好。”

中芯上季多賺61% 收入勝指引 香港經濟日報HKET

Kratos just won a place in a $1.1 billion Pentagon drones competition. And this is bad news? Kratos Defense & Security (KTOS 3.46%) stock declined 3% through 11:05 a.m. ET Tuesday -- on apparently good news. Kratos announced this morning that the U.S. Department of Defense has picked it "to participate in the initial Phase 1 Gauntlet for the Office of the Secretary of War's Drone Dominance Program." "Drone Dominance" sure sounds like a good contract for a military drones stock like Kratos to win! So why is Kratos stock down today? What is the "Drone Dominance Program"? Kratos calls the Pentagon's Drone Dominance Program (DDP) a "$1.1 billion investment in groundbreaking unmanned systems technologies," aiming to recruit defense contractors to produce "approximately 350,000" military drones. The Pentagon clarifies that DDP will acquire "low-cost attack drones." Those are big-sounding numbers. Actual contracts may be less impressive given the military's focus on "low-cost." One notable award to iFlight under DDP last month, for example, was valued at just $5.2 million -- too small to even be reported on the Pentagon's daily digest of contract awards. What is a "Phase 1 Gauntlet"? DDP will be rolled out in "four independent phases over the next 2 years." Each phase is a "gauntlet" in which the Pentagon whittles down the number of defense contractors bidding for its business. 25 companies will compete in the Phase 1 Gauntlet, but only 12 will win contracts. These winners are expected to be awarded contracts for 30,000 drones in total, costing $5,000 each on average -- $150 million total, or about $12.5 million per company. Expand NASDAQ : KTOS Kratos Defense & Security Solutions Today's Change ( -3.46 %) $ -3.42 Current Price $ 95.39 Key Data Points Market Cap $17B Day's Range $ 94.45 - $ 99.31 52wk Range $ 23.90 - $ 134.00 Volume 28K Avg Vol 3.1M Gross Margin 22.16 % What's next for Kratos? Three more Gauntlets will follow, shrinking the field to five finalists who will...

Image source: The Motley Fool. Wednesday, November 6, 2024 at 8 a.m. ET Call participants President & Chief Executive Officer — Rob Painter Chief Financial Officer — Phil Sawarynski Takeaways Annual Recurring Revenue (ARR) -- $2.187 billion, representing 14% organic growth; excluding the mobility business, ARR grew 16%. -- $2.187 billion, representing 14% organic growth; excluding the mobility business, ARR grew 16%. Record Gross Margin -- 68.5%, a substantial increase from 57.7% in 2019. -- 68.5%, a substantial increase from 57.7% in 2019. Revenue -- 4% growth on an as-adjusted basis, with performance above internal expectations; growth would have been 5% excluding the mobility business. -- 4% growth on an as-adjusted basis, with performance above internal expectations; growth would have been 5% excluding the mobility business. EBITDA Margin -- 27.1% for the quarter. -- 27.1% for the quarter. Non-GAAP Earnings Per Share (EPS) -- $0.70, above the high end of management’s guidance range. -- $0.70, above the high end of management’s guidance range. AECO Segment ARR -- $1.21 billion with 18% organic growth and an operating margin above 29%; all four components (A, E, C, O) now above $200 million in ARR. -- $1.21 billion with 18% organic growth and an operating margin above 29%; all four components (A, E, C, O) now above $200 million in ARR. Rule of 47 (AECO) -- Combined ARR growth rate and operating margin reached 47. -- Combined ARR growth rate and operating margin reached 47. Field Systems Segment ARR -- 19% growth, driven by machine control-as-a-service, positioning services, and Catalyst solution; segment operating margin at 33%. -- 19% growth, driven by machine control-as-a-service, positioning services, and Catalyst solution; segment operating margin at 33%. Field Systems Segment Revenue -- Down 2%, matching expectations. -- Down 2%, matching expectations. Transportation & Logistics Segment -- Excluding mobility, segment organic ARR growth was 9%, with operating ...

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核心要点 特朗普政府商务部长霍华德・卢特尼克称，多年前他曾与家人在臭名昭著的性犯罪者杰弗里・爱泼斯坦的私人岛屿上共进午餐。 卢特尼克在参议院作证时表示：“我们确实在岛上吃了午饭，待了一个小时。” 特朗普政府商务部长霍华德・卢特尼克周二承认，多年前他曾与家人在臭名昭著的性犯罪者杰弗里・爱泼斯坦的私人岛屿上共进午餐。 “2012 年家庭度假时，我坐船途经那里，确实和他一起吃了午饭。” 卢特尼克在参议院拨款委员会作证时说。 “我妻子、四个孩子和保姆都在，还有另一对夫妇和他们的孩子也一起去了。” “我们确实在岛上吃了午饭，待了一个小时。”“之后我和孩子、妻子、保姆一起离开了，当时就是家庭度假。” 他表示。 此次公开承认之际，相关文件显示卢特尼克与爱泼斯坦的商业及私人往来比此前披露的更为密切，他正面临两党要求其辞职的呼声。 卢特尼克此前曾声称，他在 2005 年后就与爱泼斯坦断绝了联系 —— 而爱泼斯坦直到 2008 年才因州级未成年人卖淫相关指控认罪，并被登记为性犯罪者。 但美国司法部最新公布的爱泼斯坦相关文件分析显示，两人在那之后多年仍有往来。 文件显示，2012 年 12 月，爱泼斯坦曾邀请卢特尼克前往其加勒比私人岛屿共进午餐。哥伦比亚广播公司新闻报道称，两人最晚在 2014 年仍有商业往来。 爱泼斯坦于 2019 年在面临联邦性交易指控期间，在狱中自杀身亡。 周二上午，在参议院拨款委员会下属商务、司法、科学及相关机构小组委员会听证会上，卢特尼克坚称自己与爱泼斯坦 “几乎没什么来往”。 “我很清楚地说明：我在纽约搬到他家隔壁时认识了杰弗里・爱泼斯坦。” 这位内阁部长作证说。 “在接下来的 14 年里，我记得只再见过他两次。六年后见了一次，又过了一年半见了一次，之后就再也没有见过。”“你们看过数百万份文件了，我和他之间可能只有大约 10 封邮件往来…… 时间跨度长达 14 年。”“我和他没有任何私人关系。” 卢特尼克说。 小组委员会首席成员、马里兰州民主党参议员克里斯・范霍伦回应道： “没有证据表明你本人与爱泼斯坦有任何不当行为。问题在于，你此前的声明误导了国家和国会，声称已断绝所有联系，而事实并非如此。” 当被范霍伦问及在岛上是否看到任何不当行为时，卢特尼克表示没有。 “我和妻子、孩子，以及另一对夫妇和他们的孩子，在岛上只见到了为爱泼斯坦工作的员工。” 他作证说。 范霍...

atlantic-kid/iStock Editorial via Getty Images A few days ago, I was browsing a flea market when I ran into some old copies of Playboy, the magazine. It made me wonder what the company looked like today and what the destiny of a once-legendary brand had been. To my surprise, I discovered Playboy, Inc. ( PLBY ) is public and has a long, troubled history of trying to pivot in the digital age. After reviewing its strategy, past mistakes, and current situation, I think it represents an interesting bet for risk-prone investors who are willing to bet on the revitalization of this brand. To my own surprise, just as I was writing this article, Playboy announced the sale of half of its China business to United Trademark Group, with the stock climbing 30% on the news. I will cover this, together with my broader investment thesis, in today’s article. Playboy: A brief history of a once-glorious brand I will spare readers the details of Playboy’s history from its inception in the 1950s until the 2000s. In a nutshell, Playboy created a new industry from scratch (adult magazines) and successfully maintained its leadership until it got disrupted by the advent of the internet in the 2000s. For an investment case today, I think it is relevant to outline more (relatively) recent news: The company was taken private in 2011 by legendary founder Hugh Hefner and Rizvi Traverse Management, a private equity firm that still owns a significant chunk of the company today (more on shareholder structure later). For the subsequent eight years, Playboy struggled to turn a profit in the digital age, experimenting with an asset-light strategy, mostly focused on licensing its brand. Between 2018 and 2019, the Hefner family exited the company entirely, with Hefner’s stake sold to entities linked to Rizvi Traverse Management. This also corresponded with a more capital-intensive strategy, including e-commerce expansion, sexual wellness items, lingerie, and CBD-infused products. The company was brought p...

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