For years, investors have tried to figure out how many users are actually paying for a product that is at the center of Microsoft's artificial intelligence strategy. For the first time ever, Microsoft (MSFT +3.11%) revealed key metrics for its Copilot artificial intelligence (AI) chatbot and assistant, a critical piece of the large conglomerate's AI strategy and somewhat viewed as a competitor to ...
For years, investors have tried to figure out how many users are actually paying for a product that is at the center of Microsoft's artificial intelligence strategy. For the first time ever, Microsoft (MSFT +3.11%) revealed key metrics for its Copilot artificial intelligence (AI) chatbot and assistant, a critical piece of the large conglomerate's AI strategy and somewhat viewed as a competitor to other chatbots like OpenAI's ChatGPT. Investors have long tried to understand how well Copilot is resonating among customers and whether it can truly be one of the main AI chatbots. Metrics revealed about Copilot were shocking in more ways than one. What is Copilot? As described on Microsoft's website, "Copilot is a conversational, AI-powered assistant that helps boost productivity and streamline workflows by offering contextual assistance, automating routine tasks, and analyzing data." Examples of tasks that Copilot can execute include drafting presentations and reports by generating content and suggesting edits and revisions, analyzing data and creating charts, and summarizing email chains and drafting emails. Different Microsoft Copilot plans include different Copilot assistants and capabilities. The free Copilot version gives users access to Microsoft's AI chatbot and the capability to generate AI-powered images. Microsoft 365 Personal provides users with higher usage limits on AI features across Microsoft 365's suite of office products and on the Copilot app, advanced security and up to 1 terabyte of cloud storage for files and photos. Microsoft 365 Premium plan offers higher limits and more app usage than Microsoft 365 Personal. Copilot Studio enables users to build, test, and publish agents, while granting access to generative AI plugins to enhance these agents. Paying Copilot users and growth On Microsoft's most recent earnings call, management said Microsoft 365 Copilot has 15 million paid Copilot seats, up 160% year over year. Businesses can pay $30 per user per m...
Key Points Copilot is Microsoft's artificial intelligence chatbot and assistant, which is a critical part of the company's AI strategy. The number of paying Copilot customers grew strongly over the past year. However, investors still have many doubts about the product. 10 stocks we like better than Microsoft › For the first time ever, Microsoft (NASDAQ: MSFT) revealed key metrics for its Copilot a...
Key Points Copilot is Microsoft's artificial intelligence chatbot and assistant, which is a critical part of the company's AI strategy. The number of paying Copilot customers grew strongly over the past year. However, investors still have many doubts about the product. 10 stocks we like better than Microsoft › For the first time ever, Microsoft (NASDAQ: MSFT) revealed key metrics for its Copilot artificial intelligence (AI) chatbot and assistant, a critical piece of the large conglomerate's AI strategy and somewhat viewed as a competitor to other chatbots like OpenAI's ChatGPT. Investors have long tried to understand how well Copilot is resonating among customers and whether it can truly be one of the main AI chatbots. Metrics revealed about Copilot were shocking in more ways than one. What is Copilot? As described on Microsoft's website, "Copilot is a conversational, AI-powered assistant that helps boost productivity and streamline workflows by offering contextual assistance, automating routine tasks, and analyzing data." Examples of tasks that Copilot can execute include drafting presentations and reports by generating content and suggesting edits and revisions, analyzing data and creating charts, and summarizing email chains and drafting emails. 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 » Different Microsoft Copilot plans include different Copilot assistants and capabilities. The free Copilot version gives users access to Microsoft's AI chatbot and the capability to generate AI-powered images. Microsoft 365 Personal provides users with higher usage limits on AI features across Microsoft 365's suite of office products and on the Copilot app, advanced security and up to 1 terabyte of cloud storage for files and photos. Microsoft 365 Premium plan offers higher limits and more app usage than Microsoft 365 Personal. Copilot Studio enables users...
Looking into the current session, Astera Labs Inc. (NASDAQ:ALAB) shares are trading at $140.10, after a 1.37% decrease. Over the past month, the stock decreased by 8.96%, but over the past year, it actually went up by 40.87%. With questionable short-term performance like this, and great long-term performance, long-term shareholders might want to start looking into the company's price-to-earnings r...
Looking into the current session, Astera Labs Inc. (NASDAQ:ALAB) shares are trading at $140.10, after a 1.37% decrease. Over the past month, the stock decreased by 8.96%, but over the past year, it actually went up by 40.87%. With questionable short-term performance like this, and great long-term performance, long-term shareholders might want to start looking into the company's price-to-earnings ratio. Comparing Astera Labs P/E Against Its Peers The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. Astera Labs has a better P/E ratio of 118.58 than the aggregate P/E ratio of 73.83 of the Semiconductors & Semiconductor Equipment industry. Ideally, one might believe that Astera Labs Inc. might perform better in the future than it's industry group, but it's probable that the stock is overvalued. In conclusion, the price-to-earnings ratio is a useful metric for analyzing a company's market performance, but it has its limitations. While a lower P/E can indicate that a company is undervalued, it can also suggest that shareholders do not expect future growth. Additionally, the P/E ratio should not be used in isolation, as other factors such as industry trends and business cycles can also impact a company's stock price. Therefore, investors should use the P/E ratio in conjunction with other financial metrics and qualitative analysis to make informed investment decisions.
aprott/iStock via Getty Images Hims & Hers Health, Inc. ( HIMS ) slumped to yearly lows as the market fed into investor hysteria over a compounded version of the Wegovy pill. The health and wellness platform isn’t focused on GLP-1s, as the goal is proactive preventative care, but the market is reacting to the FDA aggressively working towards the company not offering compounded GLP-1s. My investmen...
aprott/iStock via Getty Images Hims & Hers Health, Inc. ( HIMS ) slumped to yearly lows as the market fed into investor hysteria over a compounded version of the Wegovy pill. The health and wellness platform isn’t focused on GLP-1s, as the goal is proactive preventative care, but the market is reacting to the FDA aggressively working towards the company not offering compounded GLP-1s. My investment thesis remains ultra-Bullish on the stock due to the platform growth from helping patients personalize health services while the market has sold off the stock to yearly lows. Source: Finviz Oral Wegovy Drama Hims announced the release of a compounded oral Wegovy pill , sending the stock shooting 20% higher. The stock ended down on the day, as the market reacted to questions regarding the delivery mechanics and the legality of compounded versions of non-branded doses. Novo Nordisk ( NVO ) immediately threatened to sue the company, and the FDA joined in the fight. The large biopharma ultimately filed suit against Hims today, claiming the company violated patent rights, though compounded drugs have a long history of regulatory support for personalized services. Regardless, Hims hasn’t necessarily done anything wrong, though the FDA aggressively vowed to block any company attempting to illegally mass-market a copycat GLP-1 while the FDA clearly documents how compounded versions of FDA-approved drugs are viable when unmet patient needs exist. Eli Lilly ( LLY ) lost a similar lawsuit against Willow Health over compounded Mounjaro and Zepbound last year when the judge dismissed the case. The judge signaled brand-name manufacturers can't shut down compounding based on speculative claims and needed actual evidence prescriptions or sales were diverted. Hims previously started a partnership with Novo last year before it was quickly canceled as the big pharma was frustrated Hims continued offering personalized doses of semaglutide injections. Unlike the current market opinion, Hims d...
Immigration could ease this strain. Official data shows the government has quietly relaxed some rules in recent years and the number of foreign workers has risen. But there are still far fewer foreign workers in Japan compared to Europe or North America.
Immigration could ease this strain. Official data shows the government has quietly relaxed some rules in recent years and the number of foreign workers has risen. But there are still far fewer foreign workers in Japan compared to Europe or North America.
Mark Levin, New York City comptroller, discusses the city’s financial challenges. He emphasizes the need to rethink and change the relationship between the city and corporations to address those fiscal issues. He speaks with Katie Greifeld and Matt Miller on “The Close.” (Source: Bloomberg)
Mark Levin, New York City comptroller, discusses the city’s financial challenges. He emphasizes the need to rethink and change the relationship between the city and corporations to address those fiscal issues. He speaks with Katie Greifeld and Matt Miller on “The Close.” (Source: Bloomberg)
Key Points Double- and triple-digit growth in its latest quarter wasn't sufficient for many investors. They were clearly worried about the twin revenue misses. 10 stocks we like better than Pagaya Technologies › Next-generation fintech Pagaya Technologies (NASDAQ: PGY) wasn't exactly looking like the stock of the future on Monday. It posted quarterly results that displeased the market, leading to ...
Key Points Double- and triple-digit growth in its latest quarter wasn't sufficient for many investors. They were clearly worried about the twin revenue misses. 10 stocks we like better than Pagaya Technologies › Next-generation fintech Pagaya Technologies (NASDAQ: PGY) wasn't exactly looking like the stock of the future on Monday. It posted quarterly results that displeased the market, leading to a share price slide of almost 24%. Good, but not good enough Reporting both its fourth-quarter and annual results, Pagaya divulged that it earned $335 million in total revenue and other income for the quarter. This was 20% higher year over year. However, the company's network volume only crept 3% higher, to $2.7 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 » As for net income not in accordance with generally accepted accounting principles (GAAP), this rose by almost sixfold to nearly $78.8 million ($0.80 per share). That double-digit revenue increase wasn't impressive to analysts. Their consensus estimate for the line item was notably higher, at just under $349 million. Yet the company easily beat the non-GAAP (adjusted) net income consensus of $0.35 per share. The mismatch between top- and bottom-line growth rates and the low network volume growth was due to Pagaya completing its strategic exit from a once-considerable business. This is its single-family rental (SFR) operations, in which it assisted with investments in (and the management of) SFR portfolios. A miss on top-line guidance, too Pagaya also proffered guidance for its current (first) quarter and the entirety of 2026. It believes the quarter's network volume will be flat, or slightly down, sequentially, at $2.5 billion to $2.7 billion. Ditto for revenue and other income, anticipated at $315 million to $335 million. GAAP net income should be $15 million to $35 million. That revenue pr...
Image source: The Motley Fool. Monday, Feb. 9, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Kevin Engel Chief Financial Officer — Megan Faust TAKEAWAYS Revenue -- $1.89 billion in Q4, down 5% sequentially, up 16% year over year. -- $1.89 billion in Q4, down 5% sequentially, up 16% year over year. EPS -- $0.69 in Q4, exceeding the high end of company guidance. -- $0.69 in Q4, excee...
Image source: The Motley Fool. Monday, Feb. 9, 2026 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Kevin Engel Chief Financial Officer — Megan Faust TAKEAWAYS Revenue -- $1.89 billion in Q4, down 5% sequentially, up 16% year over year. -- $1.89 billion in Q4, down 5% sequentially, up 16% year over year. EPS -- $0.69 in Q4, exceeding the high end of company guidance. -- $0.69 in Q4, exceeding the high end of company guidance. Full Year Revenue -- $6.7 billion, a 6% increase, with all end markets showing growth. -- $6.7 billion, a 6% increase, with all end markets showing growth. Gross Margin -- 16.7% in Q4, including a $30 million asset sale benefit. -- 16.7% in Q4, including a $30 million asset sale benefit. EBITDA -- $369 million in Q4 with a 19.5% margin; $1.16 billion for the year, margin 17.3%. -- $369 million in Q4 with a 19.5% margin; $1.16 billion for the year, margin 17.3%. Operating Income -- $185 million in Q4 (margin 9.8%), and $467 million for the year (margin 7%). -- $185 million in Q4 (margin 9.8%), and $467 million for the year (margin 7%). Net Income -- $172 million in Q4; $374 million for the year. -- $172 million in Q4; $374 million for the year. Full Year Effective Tax Rate -- 15.4%, lower than expected due to discrete Q4 tax asset benefits. -- 15.4%, lower than expected due to discrete Q4 tax asset benefits. Free Cash Flow -- $380 million for the year. -- $380 million for the year. Year-End Liquidity -- $3 billion total liquidity and $2 billion in cash and short-term investments, a 30% increase from prior year. -- $3 billion total liquidity and $2 billion in cash and short-term investments, a 30% increase from prior year. Total Debt -- $1.4 billion, with a debt-to-EBITDA ratio of 1.2x at year-end. -- $1.4 billion, with a debt-to-EBITDA ratio of 1.2x at year-end. Advanced Packaging Revenue -- Grew 7% year over year to a new annual record. -- Grew 7% year over year to a new annual record. Q4 Segment Growth -- Communications up 28%, comput...
Lindsey Vonn says she suffered 'complex tibia fracture' in her Olympic downhill crash toggle caption Screengrab by IOC via Getty Images/Getty Images CORTINA D'AMPEZZO, Italy — The 41-year-old Team USA star Lindsey Vonn suffered a "complex tibia fracture" when she crashed in the Olympic downhill race on Sunday, the skier said on Instagram in her first public statement since the race. Vonn was airli...
Lindsey Vonn says she suffered 'complex tibia fracture' in her Olympic downhill crash toggle caption Screengrab by IOC via Getty Images/Getty Images CORTINA D'AMPEZZO, Italy — The 41-year-old Team USA star Lindsey Vonn suffered a "complex tibia fracture" when she crashed in the Olympic downhill race on Sunday, the skier said on Instagram in her first public statement since the race. Vonn was airlifted by helicopter from the course Sunday and transported to a hospital in Treviso, some two hours from Cortina, to receive initial treatment to stabilize the fracture in her left leg, the hospital told NPR. Multiple additional surgeries will be needed to "fix [her leg] properly," Vonn said. "In Downhill ski racing the difference between a strategic line and a catastrophic injury can be as small as 5 inches," she wrote, posting late Monday night local time in Italy, about 35 hours after her crash. "While yesterday did not end the way I had hoped, and despite the intense physical pain it caused, I have no regrets." Sponsor Message Vonn did not say whether she would retire from skiing upon recovery. Vonn was competing in the Olympic race on Sunday despite a tear to her left anterior cruciate ligament, or ACL, suffered just eight days before the race. Her crash came just 13 seconds into the race as she passed through a race gate. On Monday, she said the ACL tear had not contributed to her crash. "I was simply 5 inches too tight on my line when my right arm hooked inside of the gate, twisting me and resulted in my crash," she wrote. "My ACL and past injuries had nothing to do with my crash whatsoever." Vonn initially retired from ski racing in 2019 after a series of injuries to her knees left her convinced she was unable to safely continue to compete. toggle caption Andrea Pattaro/AFP via Getty Images But a partial knee replacement that placed a titanium implant into her right knee in 2024 allowed her to begin training again in earnest. Remarkably, she returned swiftly to the t...
(RTTNews) - The South Korea stock market on Monday ended the two-day slide in which it had plummeted more than 280 points or 5.6 percent. The KOSPI now sits just beneath the 5,300-point plateau and it may tick higher again on Tuesday. The global forecast for the Asian markets is cautiously optimistic amidst an extended rebound among technology companies and ahead of key U.S. data later this week. ...
(RTTNews) - The South Korea stock market on Monday ended the two-day slide in which it had plummeted more than 280 points or 5.6 percent. The KOSPI now sits just beneath the 5,300-point plateau and it may tick higher again on Tuesday. The global forecast for the Asian markets is cautiously optimistic amidst an extended rebound among technology companies and ahead of key U.S. data later this week. The European and U.S. markets were up and the Asian bourses are expected to follow that lead. The KOSPI finished sharply higher on Monday with gains across the board, especially among the financials, technology stocks, chemicals ad industrials. For the day, the index soared 208.90 points or 4.10 percent to finish at 5,298.04. Volume was 612.4 million shares worth 26.2 trillion won. There were 714 gainers and 173 decliners. Among the actives, Shinhan Financial fell 0.21 percent, while KB Financial collected 1.41 percent, Hana Financial accelerated 3.66 percent, Samsung Electronics spiked 4.92 percent, Samsung SDI jumped 2.70 percent, LG Electronics strengthened 3.43 percent, SK Hynix vaulted 5.72 percent, Naver rose 0.40 percent, LG Chem advanced 2.14 percent, Lotte Chemical improved 2.74 percent, SK Innovation expanded 3.30 percent, POSCO Holdings added 1.11 percent, SK Telecom surged 6.07 percent, KEPCO soared 3.13 percent, Hyundai Mobis increased 2.11 percent, Hyundai Motor gained 2.25 percent and Kia Motors was up 1.25 percent. The lead from Wall Street suggests mild upside as the major averages opened lower on Monday but eventually moved up into the green to finish with modest gains. The Dow rose 18.98 points or 0.04 percent to finish at 50,134.65, while the NASDAQ jumped 217.80 points or 0.95 percent to close at 23,249.02 and the S&P 500 added 34.13 points or 0.49 percent to end at 6,966.43. The strength that has emerged on Wall Street reflected an extended rebound by tech stocks, which helped the strong upward move seen last Friday. Software giant Oracle (ORCL) has he...
RomoloTavani/iStock via Getty Images Alpha Metallurgical Resources ( AMR ) is a predominantly metallurgical coal-focused US producer; all in all, the name itself tells the whole investment story. Different from thermal coal, which is structurally a vanishing product, metallurgical coal remains an important commodity in iron production, especially in the blast furnace process. Almost all of AMR’s p...
RomoloTavani/iStock via Getty Images Alpha Metallurgical Resources ( AMR ) is a predominantly metallurgical coal-focused US producer; all in all, the name itself tells the whole investment story. Different from thermal coal, which is structurally a vanishing product, metallurgical coal remains an important commodity in iron production, especially in the blast furnace process. Almost all of AMR’s production is directed to this segment, and thermal coal is just a small part of the mix. In 2026 guidance , we can see that the company expects to sell 15.1-16.5 million tons, from which the most will be metallurgical coal, so the company’s results are completely dependent on the worldwide iron cycle and metallurgical coal price dynamics. Sales structure here is important too. AMR realizes the product partially in the spot market, and another part is sold via indexed contracts, which, to be fair, creates a lag effect in prices. This was seen in Q4 2025 , when the price dropped to $115.31/ton, even though benchmark prices were weaker in previous quarters. This structure decreases short-term volatility, but at the same time, it means that the prices are not reflected immediately. Geographically, AMR is oriented to export markets, so realizations are more dependent on international markets, not just the US. Metallurgical Grade Coal (fred.stlouisfed.org) What Changed Recently? Q4 2025 preliminary results were a reality check. AMR reported $17.3 million in losses, and adjusted EBITDA was only $28.5 million, which is a significant drop compared to previous cycle quarters. The average realized price also dropped to $115.31 per ton, reflecting weakening metallurgical coal prices plus late contract prices. Additionally, the quarter was burdened by $6 million in one-time costs, which were caused by Rolling Thunder floods. The numbers were eliminated from adjusted EBITDA, but still it showed how sensitive their operational base is. The most important message is not the loss itself but...
In the latest close session, XPeng Inc. Sponsored ADR (XPEV) was down 1.02% at $17.54. The stock's change was less than the S&P 500's daily gain of 0.47%. On the other hand, the Dow registered a gain of 0.04%, and the technology-centric Nasdaq increased by 0.9%. The stock of company has fallen by 11.49% in the past month, lagging the Auto-Tires-Trucks sector's loss of 1.32% and the S&P 500's loss ...
In the latest close session, XPeng Inc. Sponsored ADR (XPEV) was down 1.02% at $17.54. The stock's change was less than the S&P 500's daily gain of 0.47%. On the other hand, the Dow registered a gain of 0.04%, and the technology-centric Nasdaq increased by 0.9%. The stock of company has fallen by 11.49% in the past month, lagging the Auto-Tires-Trucks sector's loss of 1.32% and the S&P 500's loss of 0.16%. Investors will be eagerly watching for the performance of XPeng Inc. Sponsored ADR in its upcoming earnings disclosure. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $3.32 billion, up 50.52% from the year-ago period. For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of -$0.23 per share and a revenue of $10.99 billion, representing changes of +72.62% and +93.86%, respectively, from the prior year. Investors should also take note of any recent adjustments to analyst estimates for XPeng Inc Sponsored ADR. Recent revisions tend to reflect the latest near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability. Our research shows that these estimate changes are directly correlated with near-term stock prices. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model. The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate remained stagnant. As of now, XPeng Inc. Sponsored ADR holds a Zacks Rank of #2 (Buy). From a valuation perspective, XPeng Inc. Sponsored ADR is currently exchanging hands at a Forward P/E ratio of 109.05. This represents a premium compared to its industry average Forward P/E of 13.37. One should further...