Oakmark International Strategy returned 4.93% in Q4, underperforming its benchmark MSCI World ex USA Index's 5.20% gain. During the quarter, the strategy fund initiated a position in AstraZeneca ( AZN ), IMCD ( IMCDY ) ( IMDZF ), Sanofi ( SNY ) ( SNYNF ) ( GCVRZ ), Symrise ( SYIEF ) ( SYIEY ), and Unilever ( UL ) ( UNLYF ). The fund eliminated its position in Exor ( EXXRF ), Komatsu ( KMTUY ) ( KM...
Oakmark International Strategy returned 4.93% in Q4, underperforming its benchmark MSCI World ex USA Index's 5.20% gain. During the quarter, the strategy fund initiated a position in AstraZeneca ( AZN ), IMCD ( IMCDY ) ( IMDZF ), Sanofi ( SNY ) ( SNYNF ) ( GCVRZ ), Symrise ( SYIEF ) ( SYIEY ), and Unilever ( UL ) ( UNLYF ). The fund eliminated its position in Exor ( EXXRF ), Komatsu ( KMTUY ) ( KMTUF ), Mercedes-Benz Group ( MBGAF ) ( MBGYY ), Novartis ( NVS ) ( NVSEF ), Sandvik ( SDVKY ) ( SDVKF ), Schroders ( SHNWF ), SKF ( SKFRY ), and Worldline ( WWLNF ) ( WRDLY ). Source: Fund Letter More on related tickers Novartis: Value Price, Growth Pipeline Magnum Ice Cream rallies to a post-Unilever separation high Sanofi signs share buyback for up to €1B
Chinese electric vehicle (EV) company NIO Inc. NIO is finally showing early signs of a long-awaited turnaround. After years of heavy losses, the company has guided for its first-ever quarterly adjusted operating profit for the fourth quarter of 2025. NIO expects adjusted operating profit between 700 million and 1.2 billion yuan, implying a sharp reversal from the 5.54 billion yuan adjusted operati...
Chinese electric vehicle (EV) company NIO Inc. NIO is finally showing early signs of a long-awaited turnaround. After years of heavy losses, the company has guided for its first-ever quarterly adjusted operating profit for the fourth quarter of 2025. NIO expects adjusted operating profit between 700 million and 1.2 billion yuan, implying a sharp reversal from the 5.54 billion yuan adjusted operating loss reported in the fourth quarter of 2024. The improvement is being driven by a combination of strong delivery growth, a better product mix, and tighter operational discipline. NIO has been broadening its addressable market by expanding beyond its premium roots. The launch of the more affordable Onvo brand, alongside the high-end small-car brand Firefly, is helping the company attract new customers and generate incremental volume in a highly competitive EV market. Fourth-quarter deliveries reached a record 124,807 vehicles, up nearly 72% year over year, with all three brands posting quarterly highs. The core NIO brand delivered 67,433 units, while Onvo contributed 38,290 units and Firefly added 19,084 units. By contrast, delivery momentum at close peers was less impressive. Li Auto’s LI fourth-quarter 2025 deliveries fell to 109,194 units, down sharply from 158,696 units a year earlier. XPeng XPEV delivered 116,249 vehicles, up 27% year over year but still below the lower end of its own guidance. Year to date, NIO shares have fallen 4% and now trade below $5. While the stock has lagged Li Auto and the broader industry, it has outperformed XPeng over the same timeframe. YTD Price Performance Comparison Zacks Investment Research Image Source: Zacks Investment Research Let’s delve deeper into the stock to assess whether it’s worth buying at current levels. Expansion Efforts, Margin Gains & Battery Swap Edge Aid NIO NIO appears positioned for a stronger growth phase, supported by multiple tailwinds across products, margins, technology and global expansion. NIO offers one o...
Apartment Investment ( AIV ) declares $1.45/share liquidating dividend . Forward yield 98.14% Payable March 13; for shareholders of record Feb. 27; ex-div Feb. 27. See AIV Dividend Scorecard, Yield Chart, & Dividend Growth. More on Apartment Investment Aimco closes on sale of Brickell assets, in pact to sell two more properties Aimco to sell Chicago apartment portfolio for $455 mln Seeking Alpha’s...
Apartment Investment ( AIV ) declares $1.45/share liquidating dividend . Forward yield 98.14% Payable March 13; for shareholders of record Feb. 27; ex-div Feb. 27. See AIV Dividend Scorecard, Yield Chart, & Dividend Growth. More on Apartment Investment Aimco closes on sale of Brickell assets, in pact to sell two more properties Aimco to sell Chicago apartment portfolio for $455 mln Seeking Alpha’s Quant Rating on Apartment Investment Financial information for Apartment Investment
Getty Images I warned readers that Vanguard Total Stock Market Fund ETF ( VTI ) twice recently, and the main issue is that the ETF does not really diversify its investors despite the way its name suggests. I initiated it with a Sell in late November, suggesting that readers exchange it for another Vanguard ETF, its Small-Cap Value Index Fund ETF ( VBR ). Since then, VBR has returned 11.1%, while V...
Getty Images I warned readers that Vanguard Total Stock Market Fund ETF ( VTI ) twice recently, and the main issue is that the ETF does not really diversify its investors despite the way its name suggests. I initiated it with a Sell in late November, suggesting that readers exchange it for another Vanguard ETF, its Small-Cap Value Index Fund ETF ( VBR ). Since then, VBR has returned 11.1%, while VTI has returned only 3.5%. I downgraded VTI to Strong Sell last week at a higher price, suggesting that readers consider replacing it with ProShares S&P MidCap 400 Dividend Aristocrats ETF ( REGL ). Since then, REGL has gained almost 5%, while VTI has increased just slightly. Today, I want to discuss another ETF that I think makes sense, the Vanguard Extended Market Index Fund ETF ( VXF ). I am really a fan of Vanguard for so many reasons, and I am happy to be able to recommend that people replace a Vanguard ETF with another one from them. The idea is really the same: Investors have a lot of exposure to just a few stocks in VTI and in other investments that are pegged to the S&P 500 or to large-cap Technology. I explain how VXF does not have such high exposure to the very largest stocks and appears to have some good attributes. What VXF Is This ETF actually does what its name suggests: It gives its holders exposure to the extended market. VXF holds 3394 stocks, and the fund has a median market cap of $8.2 billion as of year-end according to Vanguard's VXF page on its website. The management fee is a tiny 0.05%. The fund, which was launched in 2001, has total value of $82.1 billion, including some mutual funds, with the ETF at $25 billion as of year-end. It has just 6670 followers at Seeking Alpha, which is quite low considering its size, how long it has been around and its liquidity. The ETF is very liquid, averaging almost 400K shares per day over the past month. VXF replicates the S&P Completion Index and has tracked it very well. The index includes stocks that are not in...
Captain Maro Itoje returns to the England starting XV for Saturday's Six Nations match against Scotland in Edinburgh. Itoje, who was on the bench for the 48-7 win against Wales, starts in the second row as one of two changes to the forward pack. Luke Cowan-Dickie is at hooker with Jamie George, who led the side in Itoje's absence last weekend, among the replacements. In the one other change to Eng...
Captain Maro Itoje returns to the England starting XV for Saturday's Six Nations match against Scotland in Edinburgh. Itoje, who was on the bench for the 48-7 win against Wales, starts in the second row as one of two changes to the forward pack. Luke Cowan-Dickie is at hooker with Jamie George, who led the side in Itoje's absence last weekend, among the replacements. In the one other change to England's matchday squad from their opening win, fly-half Fin Smith comes on to the bench in place of namesake Marcus. After four straight defeats from 2021 to 2024, England regained the Calcutta Cup with a narrow 16-15 victory last year in Twickenham. "Playing Scotland at Murrayfield is always a fantastic occasion and a challenge we are relishing," said head coach Steve Borthwick.
Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 8 a.m. ET CALL PARTICIPANTS Chief Executive Officer — David Reeder Chief Financial Officer — Linda LaGorga Head of Investor Relations — Jeff Schnell TAKEAWAYS Q4 Revenue -- $824 million, down 3% year over year and up 2% sequentially, finishing at the high end of guidance. -- $824 million, down 3% year over year and up 2% sequentially, finish...
Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 8 a.m. ET CALL PARTICIPANTS Chief Executive Officer — David Reeder Chief Financial Officer — Linda LaGorga Head of Investor Relations — Jeff Schnell TAKEAWAYS Q4 Revenue -- $824 million, down 3% year over year and up 2% sequentially, finishing at the high end of guidance. -- $824 million, down 3% year over year and up 2% sequentially, finishing at the high end of guidance. Q4 Gross Margin (GAAP) -- 43.8% with the non-GAAP margin also at the high end of guidance; sequential improvement due to higher production volumes. -- 43.8% with the non-GAAP margin also at the high end of guidance; sequential improvement due to higher production volumes. Q4 Operating Expenses (GAAP/Non-GAAP) -- $256 million (GAAP) and $188 million (non-GAAP). -- $256 million (GAAP) and $188 million (non-GAAP). Q4 Adjusted EBITDA Margin -- 27.7% of revenue, above guidance. -- 27.7% of revenue, above guidance. Q4 GAAP Diluted EPS -- $0.32 per share; Q4 Non-GAAP EPS -- $0.70 per share, above guidance. -- $0.32 per share; -- $0.70 per share, above guidance. Materials Solutions Q4 Sales -- $362 million, flat year over year, up 4% sequentially; adjusted operating margin was 20.9% driven by product mix and increased demand for moly deposition within NAND. -- $362 million, flat year over year, up 4% sequentially; adjusted operating margin was 20.9% driven by product mix and increased demand for moly deposition within NAND. Advanced Purity Solutions Q4 Sales -- $465 million, down 5% year over year and up 1% sequentially; adjusted operating margin of 24.8% with year-on-year margin decline from cost pressures and lower volumes. -- $465 million, down 5% year over year and up 1% sequentially; adjusted operating margin of 24.8% with year-on-year margin decline from cost pressures and lower volumes. Full-Year Revenue (ex-divestitures) -- Approximately flat, with unit-driven revenue up about 2% and CapEx-driven revenue down 7%; declines were most evident i...
TAIPEI, Feb. 10, 2026 /PRNewswire/ -- GIGABYTE, the world's leading computer brand, partners with AMD to announce the Crimson Desert game bundle to enhance game value across a wide range of components and consumer products. Spanning graphics cards, select AMD Ryzen™ 9000X3D processors are paired with recommended GIGABYTE motherboards, as well as laptops and desktops. Together, GIGABYTE and AMD del...
TAIPEI, Feb. 10, 2026 /PRNewswire/ -- GIGABYTE, the world's leading computer brand, partners with AMD to announce the Crimson Desert game bundle to enhance game value across a wide range of components and consumer products. Spanning graphics cards, select AMD Ryzen™ 9000X3D processors are paired with recommended GIGABYTE motherboards, as well as laptops and desktops. Together, GIGABYTE and AMD deliver a richer and more immersive gaming experience through cutting-edge hardware innovation. GIGABYTE Radeon™ RX 9070 Series graphics cards are powered by the AMD RDNA™ 4 architecture with enhanced ray-tracing capabilities and AMD FSR™ "Redstone" technology, which boosts frame rates and reduces system latency delivering the horsepower needed for demanding gaming. Equipped with GIGABYTE's WINDFORCE cooling system, including the Hawk fan design and server-grade thermal conductive gel, these GPUs maintain exceptional thermal efficiency for consistently optimized gameplay. GIGABYTE motherboards, when paired with the AMD Ryzen™ 9000X3D processors, deliver maximum gaming performance through AMD 3D V-Cache™ technology to minimize memory latency. GIGABYTE amplifies this advantage with X3D Turbo Mode 2.0, an exclusive hardware-software innovation that applies real-time, adaptive performance tuning informed by extensive real-world data training. The result: the full performance potential of X3D processors, unlocked. The partnership further extends to consumer products for gamers who prefer a complete system. GIGABYTE's latest AI gaming laptop, AERO X16, is a Copilot+ PC powered by the AMD Ryzen™ AI 9 HX370 processor that delivers best-in-class CPU and NPU performance. Leverage with GIGABYTE's exclusive AI agent, GiMATE, providing users with a smarter performance, productivity, and system control for everyday use. Designed for desktop gamers, the AORUS PRIME 5 gaming desktop is equipped with the AMD Ryzen™ 7 9700X processor, offering ultra-responsive gameplay and seamless multitasking...
Former GitHub Chief Executive Officer Thomas Dohmke has raised $60 million for a company that makes developer tools aiming to better merge the efforts of human programmers and AI coding applications. Called Entire, the startup is releasing its first product, which tracks and stores context from artificial intelligence coding agents, as an open source project on Tuesday. Dohmke announced in August ...
Former GitHub Chief Executive Officer Thomas Dohmke has raised $60 million for a company that makes developer tools aiming to better merge the efforts of human programmers and AI coding applications. Called Entire, the startup is releasing its first product, which tracks and stores context from artificial intelligence coding agents, as an open source project on Tuesday. Dohmke announced in August that he’d be leaving Microsoft Corp.-owned GitHub. The round was led by Felicis Ventures, with investment from Madrona Venture Group and M12, Microsoft’s venture arm, and values the company at $300 million. Other investors include Datadog Inc. CEO Olivier Pomel , Y Combinator CEO Garry Tan and former Yahoo CEO Jerry Yang . The funding represents the largest ever seed round for a developer tools startup, Felicis said, citing PitchBook data. As increasing amounts of programming code are created by AI applications, tools are needed to better understand the apps’ behavior, store data on why certain actions were taken and make it easier for people to collaborate with the AI products. The Entire platform will store such information in coding repositories. “That way you have code and context together, and then it allows you to do things like identifying the intent of that code, of that change, or just figuring out when was that code generated and with what prompt,” Dohmke said in an interview. The first product, called Checkpoints, will integrate initially with Anthropic PBC’s Claude and Google’s Gemini — with support for OpenAI and GitHub to follow likely within weeks. The company is initially targeting open source developers, AI-native companies and small startups, he said. “All the workflows that you imagined in your developer platform have to be reimagined,” said S. Somasegar , managing director at Madrona . “GitHub is a fantastic platform, but GitHub was built for an era where it was human beings doing all the work.” Dohmke ended up at Microsoft in 2014 when it acquired his c...
This administration is set on cutting interest rates--and they have the tools to do it. The last thing we contrarian income investors want to do is fight Uncle Sam. Instead, we're going to front-run his moves with an 11% payer that's set up nicely for what's coming. The reason behind the lower-rate push is pretty obvious: 2026 is an election year, and the administration wants lower borrowing costs...
This administration is set on cutting interest rates--and they have the tools to do it. The last thing we contrarian income investors want to do is fight Uncle Sam. Instead, we're going to front-run his moves with an 11% payer that's set up nicely for what's coming. The reason behind the lower-rate push is pretty obvious: 2026 is an election year, and the administration wants lower borrowing costs heading into the vote. Bessent, Not Powell (Or Warsh) Is the One to Watch Here Most people think Jay Powell, or newly nominated Fed chief Kevin Warsh, are the lynchpins here. But when it comes to rates, the real power lies with Treasury Secretary Scott Bessent. We've written before about how Bessent has been issuing the vast majority of Uncle Sam's debt at short-term rates (controlled by the Fed), then using the borrowed funds to buy up longer-term debt. This lets the government borrow at short-term rates, which are generally cheaper (hence the pressure heaped on Powell). But more important for bonds is that Bessent's moves cut the supply of long-term Treasuries. That drives up demand (and prices), while capping yields in the process. It's a recycling program for Uncle Sam's debt! And it leaves even fewer long-dated Treasuries for investors to buy. You can see Bessent's "yield cap" in action as 10-year yields have bumped up against the 4.6% "ceiling" during the first year of Trump 2.0, before heading lower: Bessent's "Yield Control" Clips the 10-Year This setup--stable or falling Treasury yields--puts a floor, plus some upside, under bonds. And that 11% payer I mentioned a second ago is our go-to here. Long-Duration Bonds Give This 11% Payer an Edge The PIMCO Corporate & Income Opportunity Fund (PTY) is a closed-end fund (CEF) that stands out in a rate setup like this for a lot of reasons, but a key one is the long effective maturity on the credit assets in its portfolio--just over seven years as I write this. That's important because longer-duration bonds do better in fal...
Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.
Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.
Kaewta Suphan/iStock via Getty Images Portfolio Review Another strong year for equities. Major U.S. indices advanced in the fourth quarter, helping equity markets achieve double-digit gains for the calendar year once again. Investors shrugged off various risks, like a weakening labor market in the last quarter of the year, and welcomed Federal Reserve rate cuts. The rally broadens late in the year...
Kaewta Suphan/iStock via Getty Images Portfolio Review Another strong year for equities. Major U.S. indices advanced in the fourth quarter, helping equity markets achieve double-digit gains for the calendar year once again. Investors shrugged off various risks, like a weakening labor market in the last quarter of the year, and welcomed Federal Reserve rate cuts. The rally broadens late in the year. The prospect of lower interest rates broadened the market rally to mid- and small-cap equities in the fourth quarter. Health care, a sector whose stocks had been beaten down for much of the year, led all sectors in the fourth quarter, followed by communication services. Utilities and real estate were the two sectors that failed to make gains during the period. Communication services was a drag on performance. Security selection within and an underweight to the communication services sector relative to the benchmark weighed on results compared with the benchmark. Communication services was the top-performing sector during the period by a wide margin, so our limited exposure to these stocks hurt. Not owning Alphabet, in particular, detracted as the company released a new version of its artificial intelligence (AI) model to the excitement of investors. Information technology slowed results. Stock picks in the information technology sector weighed on performance compared with the benchmark. The portfolio is broadly underweight to the information technology sector relative to the benchmark. This sector continues to benefit from capital expenditures in AI. A lack of exposure to certain benchmark companies in the semiconductors, IT services and computers and peripherals industries detracted. Real estate helped. The portfolio’s underweight to the real estate sector relative to the benchmark proved helpful. Real estate stocks trailed broader equities during the period, so our limited exposure to the sector lifted performance compared with the benchmark. Not owning benchmark retail...
Former GitHub CEO Thomas Dohmke has raised the largest-ever seed round for a dev tool startup, according to its lead backer, Felicis. The startup, Entire, has raised $60 million at a $300 million valuation. Entire offers an open source tool to help developers better manage code written by AI agents. Entire’s tech has three components. One is a git-compatible database to unify the AI-produced code....
Former GitHub CEO Thomas Dohmke has raised the largest-ever seed round for a dev tool startup, according to its lead backer, Felicis. The startup, Entire, has raised $60 million at a $300 million valuation. Entire offers an open source tool to help developers better manage code written by AI agents. Entire’s tech has three components. One is a git-compatible database to unify the AI-produced code. Git is a distributed version control system popular with enterprises and used by open source sites like GitHub and GitLab. Another component is what it calls “a universal semantic reasoning layer” intended to allow multiple AI agents to work together. The final piece is an AI-native user interface designed with agent-to-human collaboration in mind. The first product Entire is releasing is an open-source tool it calls Checkpoints that automatically pairs every bit of software the agent submits for use in a software project with the context that created it, including prompts and transcripts. The idea is to allow the human developer to review, search, and perhaps even learn from why the AI did what it did. Entire hopes to help developers better deal with the large volumes of software created by AI coding agents. Popular open-source projects are particularly overwhelmed these days with suggested code contributions that may or may not be AI slop — meaning poorly designed and possibly unusable code. Dohmke explains in the press release: “We are living through an agent boom, and now massive volumes of code are being generated faster than any human could reasonably understand. The truth is, our manual system of software production — from issues, to git repositories, to pull requests, to deployment — was never designed for the era of AI in the first place.” Techcrunch event TechCrunch Founder Summit 2026: Tickets Live On June 23 in Boston, more than 1,100 founders come together at TechCrunch Founder Summit 2026 for a full day focused on growth, execution, and real-world scaling. Le...
Rod Mathews, CEO, TeamDynamix Microsoft customers worldwide can now discover and deploy TeamDynamix solutions through Microsoft Marketplace, accessing trusted solutions that accelerate innovation and business transformation with unified integration across Microsoft products. COLUMBUS, Ohio, February 10, 2026--(BUSINESS WIRE)--TeamDynamix, a leading provider of work management, automation, and AI s...
Rod Mathews, CEO, TeamDynamix Microsoft customers worldwide can now discover and deploy TeamDynamix solutions through Microsoft Marketplace, accessing trusted solutions that accelerate innovation and business transformation with unified integration across Microsoft products. COLUMBUS, Ohio, February 10, 2026--(BUSINESS WIRE)--TeamDynamix, a leading provider of work management, automation, and AI solutions, today announced the availability of the TeamDynamix suite for IT Service Management (ITSM/ESM), Data Integration and Automation (iPaaS), IT Asset Management (ITAM) and Virtual Support Agents (Conversational AI) in Microsoft Marketplace, the unified online destination for customers to buy trusted cloud solutions, AI apps, and agents to meet their business needs. TeamDynamix customers can now discover and deploy trusted solutions through Microsoft Marketplace, with smooth integration and streamlined management across Microsoft Azure and other Microsoft products. "We’re pleased to make the TeamDynamix platform available in the Microsoft Marketplace, making it easier for organizations to discover, purchase, and deploy enterprise-grade ITSM, automation, and AI solutions within the Microsoft ecosystem," said Rod Mathews, CEO of TeamDynamix. "With 85% of our customers operating in a Microsoft environment, the marketplace offers them reduced operational friction by facilitating a smooth procurement process." TeamDynamix delivers a unified, no-code platform for IT Service Management (ITSM) and Enterprise Service Management (ESM), built on Microsoft Azure. Designed for upper mid-market organizations who are looking to avoid traditionally complex IT management solutions, TeamDynamix ITSM combines automation, conversational AI, and no-code configuration to streamline service delivery, reduce ticket volume, and accelerate time to value without custom development or heavy administration. By extending automation and AI across the enterprise, TeamDynamix enables organizations to ...
Today, AMD and Pearl Abyss have announced the Crimson Desert AMD Game Bundle. Purchasing select AMD hardware from eligible retailers will give you access to the upcoming open world action/adventure game for free on PC. The following AMD processors, graphics cards, and laptops that include an AMD Ryzen processor are eligible: Qualifying AMD Products Crimson Desert AMD Ryzen 9 9950X3D AMD Ryzen 9 99...
Today, AMD and Pearl Abyss have announced the Crimson Desert AMD Game Bundle. Purchasing select AMD hardware from eligible retailers will give you access to the upcoming open world action/adventure game for free on PC. The following AMD processors, graphics cards, and laptops that include an AMD Ryzen processor are eligible: Qualifying AMD Products Crimson Desert AMD Ryzen 9 9950X3D AMD Ryzen 9 9900X3D AMD Ryzen 7 9850X3D* AMD Ryzen 7 9800X3D AMD Radeon RX 9070 XT AMD Radeon RX 9070 *Purchases of this product prior to the Campaign Period are eligible to receive a Coupon Code. ✓ Select laptops that contain an AMD Ryzen processor from the list below: Crimson Desert Acer Nitro 16S AI Acer Nitro 18 AI ASUS TUF Gaming A14 ASUS ROG Strix G16 ASUS ROG Strix G18 ASUS ROG Flow Z13 GIGABYTE AERO X16 HP OMEN MAX 16 HP OMEN 16 Lenovo Legion Pro 5 Lenovo Legion Pro 7 Lenovo Legion 5 MSI Raider A16 MSI Raider A18 MSI Crosshair A18 Razer Blade 16 Razer Blade 14 + AMD Ryzen AI 400 Series AMD Ryzen AI 9 300 Series AMD Ryzen AI 7 300 Series AMD Ryzen AI Max Series AMD Ryzen 9000HX, 9000X3D Series AMD Ryzen 8000HX Series AMD Ryzen 7000HX, 7000X3D Series ✓ To learn which retailers are eligible in your region, check out this page. The promotional campaign ends on April 25, and the codes can be redeemed no later than May 23. The Crimson Desert AMD Game Bundle comes as no surprise: Pearl Abyss has already partnered with AMD on its technologies, announcing support for three FSR RedStone features: Upscaling, Frame Generation, and Ray Regeneration. As a reminder, the PC system requirements have already been confirmed; we've included them again below. Windows Specifications Minimum Recommended Operating System Windows 10 64-bit Windows 10 64-bit Processor Ryzen 5 2600X / i5-8500 Ryzen 5 5600 / i5-11600K Memory (RAM) 16 GB 16 GB Graphics Card RX 6500 XT / GTX 1060 RX 6700 XT / RTX 2080 DirectX Version 12 Version 12 Storage 135 GB available space 135 GB available space Sound Card Windows Compat...
These top dividend stocks are investing heavily to capitalize on the AI infrastructure megatrend. Many believe that artificial intelligence (AI) will become the most impactful technology in history. However, to realize its great promise, AI will require a massive infrastructure buildout to support its adoption. That's opening the doors to a once-in-a-generation investment opportunity. NextEra Ener...
These top dividend stocks are investing heavily to capitalize on the AI infrastructure megatrend. Many believe that artificial intelligence (AI) will become the most impactful technology in history. However, to realize its great promise, AI will require a massive infrastructure buildout to support its adoption. That's opening the doors to a once-in-a-generation investment opportunity. NextEra Energy (NEE +0.70%) and Prologis (PLD +0.81%) are ramping up their investments to capitalize on the AI infrastructure investment megatrend. These investments should increase their earnings, enabling them to continue hiking their dividends. That visible growth makes them some of the smartest dividend stocks you can buy with $1,000 right now. Plugged into a powerful megatrend AI data centers require a tremendous amount of power to run the specialized chips and cooling systems at the capacity needed to support this technology. As a result, U.S. power demand will surge in the coming years. Forecasters expect U.S. electricity demand will rise 58% over the next 20 years, a six-fold increase in the growth rate from the past two decades. NextEra Energy is the country's largest electric utility and a leader in developing clean energy infrastructure. It's rapidly becoming a key partner to technology companies, supporting their growing power needs. For example, it recently signed deals to supply Meta Platforms with more solar energy and battery storage capacity and a nuclear power deal with Google. The company is also partnering with Google to jointly develop large-scale data centers and the power infrastructure needed to support them. Expand NYSE : NEE NextEra Energy Today's Change ( 0.70 %) $ 0.63 Current Price $ 90.11 Key Data Points Market Cap $186B Day's Range $ 89.28 - $ 90.17 52wk Range $ 61.72 - $ 90.99 Volume 30K Avg Vol 9.8M Gross Margin 35.48 % Dividend Yield 2.53 % The power company expects its heavy investments to drive annual earnings-per-share growth of more than 8% over th...
ChayTee/iStock via Getty Images Thesis I last wrote about CNA Financial Corporation ( CNA ), a commercial insurance company that has been around for over a century and is run in a careful, conservative way with tight underwriting and steady dividends, which I like. Even with those strengths, I rated the stock a Hold because they weren't really leading to the kind of growth that I was looking for. ...
ChayTee/iStock via Getty Images Thesis I last wrote about CNA Financial Corporation ( CNA ), a commercial insurance company that has been around for over a century and is run in a careful, conservative way with tight underwriting and steady dividends, which I like. Even with those strengths, I rated the stock a Hold because they weren't really leading to the kind of growth that I was looking for. Seeking Alpha Since that call, and looking at the YoY vs. the broader market ( SP500 ), CNA's been a dud. I was on the hunt for an inspiring growth catalyst, but after reviewing its latest earnings report , I’m maintaining my neutral stance because, while underwriting remains solid, growth and margin momentum are still too inconsistent to justify a more bullish view. CNA Financial Corporation’s Q4: What’s Working CNA Financial Corporation Fourth Quarter 2025 Results Presentation (CNA Financial Corporation) Revenues $3.83 Billion . Q4 underlying gain hit $207 million again, pushing the full-year record to $855 million. Underlying combined ratio came in at 91.8%, under 92% for the fifth straight year, with Commercial posting a record-low 90.5%. Retention jumped three points to 84% in the quarter. New business set an all-time high of $2.348 billion for the year. NWP grew 5% overall, 2% in Q4. Rates held at 3%, renewal change 4%, double-digits still in commercial auto and excess casualty. Expense ratio fell to 29.7%, the lowest since 2008. Investment income set a fresh record at $2.557 billion, up 2%, with fixed-income yield climbing to 4.9%. Cash flow stayed strong at $2.5 billion. AM Best just upgraded them to A+ (Superior) in December. What’s Not Working Seeking Alpha EPS of $1.16 misses by $0.18. Q4 core income dipped to $317 million, down 7% year-over-year. The P&C underlying combined ratio ticked up 0.9 points to 92.3%, driven by a loss ratio climb to 61.9%. Full-year loss ratio up 0.8 points to 61.7%. Specialty's hurting most: NWP fell 2%, all-in ratio hit 99.0% with $27...
By now, many of us have a favorite part of Bad Bunny’s Super Bowl halftime performance. It’s a dense, rich set that invites rewatching to take in every thoughtful, exuberant detail – even though it’s barely 14 minutes long. My most beloved part occurs a little more than nine minutes into the homage, when the cuatro puertorriqueño appears. The stringed instrument has its own moment in the spotlight...
By now, many of us have a favorite part of Bad Bunny’s Super Bowl halftime performance. It’s a dense, rich set that invites rewatching to take in every thoughtful, exuberant detail – even though it’s barely 14 minutes long. My most beloved part occurs a little more than nine minutes into the homage, when the cuatro puertorriqueño appears. The stringed instrument has its own moment in the spotlight, shown in the talented hands of the cuatrista José Eduardo Santana just before Ricky Martin performs. I spent months last year reporting an episode of the podcast La Brega about our champion instrument and why it inspires such pride in Puerto Ricans. Yet seeing the cuatro have its moment at the Super Bowl was not on my bingo card for this lifetime. The cuatro’s presence in that arena invites deeper questions: what does it mean that a colony has a national instrument? Could it mean that Puerto Rico is actually a country? For Bad Bunny, who proudly advocates for Puerto Rico’s independence and flies a light blue Puerto Rican flag associated with that stance, there is no doubt that the answer is yes. Puerto Rico is an American country in the broadest sense of that weighted word: it is part of a bigger family, one that doesn’t revolve around the US. It’s clear that Bad Bunny has been thinking of Puerto Rico’s place in the Americas for some time, and of what real American citizenship means. There’s a clue in his defiant banger La Mudanza, the last track on his album DeBÍ TiRAR MáS FOToS, when he name-checks the Puerto Rican educator and intellectual Eugenio Maria de Hostos. Hostos died in the Dominican Republic in 1903, and famously said he’d want to be buried in an independent Puerto Rico. When the day comes for Hostos’ remains to be finally put to rest in a free Puerto Rico, Bad Bunny, named Benito Antonio Martínez Ocasio, tells us in La Mudanza that he wants one of his songs to be playing. And it’ll be the sky blue Puerto Rican flag that adorns Hostos’ coffin. Hostos was know...
Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 8 a.m. ET CALL PARTICIPANTS CEO and President — Chrishan Anthon Villavarayan Chief Financial Officer — Carl Anderson TAKEAWAYS Net Sales -- $1.3 billion in the quarter, with growth in three out of four regions, but a 4% year-over-year decline driven by lower North America volumes. -- $1.3 billion in the quarter, with growth in three out of f...
Image source: The Motley Fool. Tuesday, Feb. 10, 2026 at 8 a.m. ET CALL PARTICIPANTS CEO and President — Chrishan Anthon Villavarayan Chief Financial Officer — Carl Anderson TAKEAWAYS Net Sales -- $1.3 billion in the quarter, with growth in three out of four regions, but a 4% year-over-year decline driven by lower North America volumes. -- $1.3 billion in the quarter, with growth in three out of four regions, but a 4% year-over-year decline driven by lower North America volumes. Adjusted EBITDA -- $272 million for the quarter with margin at 21.5%, a 50 basis point year-over-year increase, marking seven consecutive quarters at or above the 21% target. -- $272 million for the quarter with margin at 21.5%, a 50 basis point year-over-year increase, marking seven consecutive quarters at or above the 21% target. Adjusted Diluted EPS -- $0.59 in the quarter, flat year over year as share count and lower interest expense offset lower income from operations. -- $0.59 in the quarter, flat year over year as share count and lower interest expense offset lower income from operations. Mobility Coatings Segment -- Delivered record fourth quarter net sales and adjusted EBITDA, with net sales up 1% to $471 million and adjusted EBITDA growing 20% to $92 million; margin rose 300 basis points to 19.4%. -- Delivered record fourth quarter net sales and adjusted EBITDA, with net sales up 1% to $471 million and adjusted EBITDA growing 20% to $92 million; margin rose 300 basis points to 19.4%. Performance Coatings Segment -- Net sales down 6% year over year to $791 million in the quarter, with Refinish sales falling 7% to $509 million and Industrial down 5% to $282 million; EBITDA margin fell 70 basis points to 22.8%. -- Net sales down 6% year over year to $791 million in the quarter, with Refinish sales falling 7% to $509 million and Industrial down 5% to $282 million; EBITDA margin fell 70 basis points to 22.8%. Cash Generation -- Record quarterly cash from operations of $344 million and f...
Scottish Labour sources have sought to justify’s Anas Sarwar’s risky decision to call on Keir Starmer to resign by arguing a challenge to his leadership could still materialise. Sarwar’s public denunciation of Starmer on Monday afternoon sent shock waves through the government but also alarmed Labour politicians in the Scottish parliament, who fear the Scottish Labour leader’s intervention was mis...
Scottish Labour sources have sought to justify’s Anas Sarwar’s risky decision to call on Keir Starmer to resign by arguing a challenge to his leadership could still materialise. Sarwar’s public denunciation of Starmer on Monday afternoon sent shock waves through the government but also alarmed Labour politicians in the Scottish parliament, who fear the Scottish Labour leader’s intervention was mistimed. One source said it was clear at Westminster on Monday that no potential challenger to Starmer was ready to move, as No 10 acted quickly to shore up the prime minister’s position by successfully urging cabinet ministers to publicly back him. “It’s a very high-risk strategy. You’ve got to succeed. It didn’t,” said one senior figure at Holyrood. Another said there were clear questions whether Sarwar’s timing was right, given it appeared to voters he had been left isolated. That raised short-term challenges for Scottish Labour’s credibility, with the latest polls showing the party is languishing in third place behind the Scottish National party and Reform UK, with only 12 weeks until May’s Holyrood election, they said. Both agreed, however, that Starmer days as prime minister seemed numbered. “Anas said out loud what everybody else has been thinking and saying privately.” 10:37 Is Starmer out of the woods after Labour showdown? - The Latest Sarwar’s closest allies said it was “nonsense” to suggest they expected his intervention was designed to trigger an immediate rebellion at Westminster, but said there was a clear sense Starmer would soon face a challenge, and a suspicion that further revelations about Jeffrey Epstein or Peter Mandelson could emerge. “There are people in the cabinet and Westminster who want to run,” said one senior source. “The place has been buzzing on this for weeks now. It has crystallised recently and I would give it to the end of this week to see what happens. I’m not convinced there will be a reset moment.” Sarwar and his team were furious, allie...
RHJ/iStock via Getty Images Anglo American ( AAUKF ) ( NGLOY ) likely will sell its De Beers diamond unit to a public-private consortium, including the governments of African countries where it mines its diamonds, CEO Duncan Wanblad told the Financial Times late Monday. The CEO said Anglo ( AAUKF ) ( NGLOY ) hopes to complete the sale of the subsidiary this year, despite a weak diamond market. The...
RHJ/iStock via Getty Images Anglo American ( AAUKF ) ( NGLOY ) likely will sell its De Beers diamond unit to a public-private consortium, including the governments of African countries where it mines its diamonds, CEO Duncan Wanblad told the Financial Times late Monday. The CEO said Anglo ( AAUKF ) ( NGLOY ) hopes to complete the sale of the subsidiary this year, despite a weak diamond market. The sale process is relatively well advanced and "almost certainly" result in the government of Botswana increasing its stake in De Beers from its current 15%, Wanblad told FT . The governments of Angola and Namibia also have expressed interest in buying stakes in De Beers, with Angolan officials saying the government would like to take a 20%-30% stake. Anglo ( AAUKF ) ( NGLOY ) wants to divest its 85% stake in De Beers as part of a restructuring process that began in 2024; the company said last week it was reviewing the value of the d iamond business after its 2025 rough diamond production declined. More on Anglo American Anglo American: Copper Re-Rating Thesis Gathers Momentum Teck Resources And Anglo American: Joint Growth With Synergies Seeking Alpha’s Quant Rating on Anglo American
Alphabet is selling over $11 billion in sterling and Swiss franc-denominated bonds, including an ultra-rare issue of a 100-year note in the sterling offering. Tasos Vossos reports on Bloomberg Television.
Alphabet is selling over $11 billion in sterling and Swiss franc-denominated bonds, including an ultra-rare issue of a 100-year note in the sterling offering. Tasos Vossos reports on Bloomberg Television.
Mrinal Pal/iStock Editorial via Getty Images Cadence Design Systems ( CDNS ) unveiled a virtual AI agent called ChipStack AI Super Agent to help companies such as Nvidia accelerate the process of designing computer chips. Cadence said ChipStack AI Super Agent is the world’s first agentic workflow for automating chip design and verification. The AI agent autonomously creates and verifies designs fr...
Mrinal Pal/iStock Editorial via Getty Images Cadence Design Systems ( CDNS ) unveiled a virtual AI agent called ChipStack AI Super Agent to help companies such as Nvidia accelerate the process of designing computer chips. Cadence said ChipStack AI Super Agent is the world’s first agentic workflow for automating chip design and verification. The AI agent autonomously creates and verifies designs from specifications and descriptions, according to the company. ChipStack AI provides up to 10 times productivity improvements for coding designs and testbenches, creating test plans, orchestrating regression testing, debugging, and automatically fixing issues, the company added. Cadence noted that the AI agent is in early deployment with several companies, including Altera, Nvidia ( NVDA ), Qualcomm ( QCOM ), and Tenstorrent, among others. "Early results indicate strong, encouraging performance enhancements, and we look forward to realizing the productivity gains," said Paul Penzes, vice president of engineering at Qualcomm. The company noted that ChipStack AI supports cloud-based and on-premises frontier models, including open Nvidia Nemotron models that can be customized with Nvidia NeMo and cloud-hosted models such as OpenAI GPT, to improve designer productivity. Cadence added that ChipStack is available now in early access. More on Cadence Cadence Design Systems: Riding The AI Supercycle, But With Expectations At The Limit Cadence Design Systems, Inc. (CDNS) Presents at 53rd Annual Nasdaq Investor Conference Transcript Cadence Design Systems, Inc. (CDNS) Presents at UBS Global Technology and AI Conference 2025 Transcript Enterprise software stocks follow larger market down; AppLovin, Unity lead declines Citi 2026 semis outlook: AI growth continues, MCHP top pick