This article first appeared on GuruFocus. Palantir Technologies (NASDAQ:PLTR) shares climbed about 5% on Monday extending recent gains as investors rotated back into artificial intelligence software names. The move came without a company-specific update, suggesting sentiment rather than fresh news drove the stock higher. Traders pointed to renewed interest in data analytics and enterprise AI platf...
This article first appeared on GuruFocus. Palantir Technologies (NASDAQ:PLTR) shares climbed about 5% on Monday extending recent gains as investors rotated back into artificial intelligence software names. The move came without a company-specific update, suggesting sentiment rather than fresh news drove the stock higher. Traders pointed to renewed interest in data analytics and enterprise AI platforms after recent volatility across large-cap technology. Palantir has drawn attention in recent months for its government and commercial contracts tied to AI-driven decision software. Investors have watched those businesses closely as companies look to increase spending on automation and data tools, while remaining cautious on near-term valuations. Peers showed mixed performance. Salesforce (CRM) traded slightly lower, while Microsoft (MSFT) edged higher in early dealings. ServiceNow (NOW) also moved modestly, reflecting uneven demand across enterprise software stocks. Some market participants said Palantir's relatively smaller market capitalization can amplify daily moves when sentiment shifts toward higher-growth AI plays. Others noted that broader equity markets were steady, offering support to select technology names. Palantir shares remain well above year-ago levels, though investors continue to weigh growth prospects against elevated expectations in the AI software sector.
Getty Images Over the last year, as investors’ fears on choppy consumer spending have mounted, one of the most volatile sectors in the stock market has been the restaurant space. So far, the Q4 earnings season isn’t delivering a lot of positive news for the group, with bellwether Chipotle ( CMG ) falling again on weak comp sales. A building theme in the space, however, is an apparent consumer rota...
Getty Images Over the last year, as investors’ fears on choppy consumer spending have mounted, one of the most volatile sectors in the stock market has been the restaurant space. So far, the Q4 earnings season isn’t delivering a lot of positive news for the group, with bellwether Chipotle ( CMG ) falling again on weak comp sales. A building theme in the space, however, is an apparent consumer rotation into value-oriented fast food. In other words, Chipotle’s loss is Taco Bell’s gain, and Yum! Brands, Inc. ( YUM ) has capitalized well on that shift. But we do have to ask: with shares of Yum! up ~20% over the last year, where can it go from here? Data by YCharts I last wrote a "Sell" rating on Yum! in December, when the stock was hovering in the $140s. Since then, Yum! has traded in a choppy fashion: but Yum! is also relatively unique among restaurant stocks in largely preserving its value. Amid healthy comps for Taco Bell and KFC and margin gains that make good on Yum’s long-term growth plans, I’m upgrading the stock to "Neutral." At current share prices, I see more of a balanced bull and bear thesis for this company. On the bright side for Yum!: KFC and Taco Bell’s sturdy comp sales are an outlier in a challenged industry. The company is still achieving mid/high single-digit comps growth despite many restaurant brands falling to negative comps. Arguably, Yum! is also one of the most global fast food giants, and its comps growth is accentuated in both domestic and overseas markets. Consistent long-term growth targets. Yum! has outlined a plan to grow locations at 5% y/y, system sales at 7% y/y, and operating profit growth of at least 10% y/y. The company’s strong recent execution despite a more challenging macro overhang gives us confidence that the company still finds plenty of expansion room to achieve these targets, despite Yum’s existing large scale. This being said, there are also risks that we have to be mindful of: Pizza Hut is a blight on the company’s result...
This article first appeared on GuruFocus. Oracle Corporation (ORCL, Financials) was upgraded to Buy from Neutral by DA Davidson, with the firm citing reduced risk tied to the company's relationship with OpenAI. In a note, analyst Gil Luria said a stabilized OpenAI reportedly backed by up to $140 billion in capital should meet its obligations to Oracle, including planned use of Oracle's cloud infra...
This article first appeared on GuruFocus. Oracle Corporation (ORCL, Financials) was upgraded to Buy from Neutral by DA Davidson, with the firm citing reduced risk tied to the company's relationship with OpenAI. In a note, analyst Gil Luria said a stabilized OpenAI reportedly backed by up to $140 billion in capital should meet its obligations to Oracle, including planned use of Oracle's cloud infrastructure. He noted that the market had overshot to the downside, pricing the OpenAI relationship as a liability rather than a long-term asset. Luria also highlighted Oracle's underlying software business, arguing that it continues to provide a solid earnings base. Software isn't dead, he said, suggesting that the company's 18x earnings multiple is justified by core operations alone. The analyst added that Oracle Cloud Infrastructure now represents pure upside, with additional value potential from TikTok USA's data operations. However, DA Davidson cautioned about Oracle's large financial obligations, pointing to $130 billion in debt and $248 billion in operating lease commitments. These liabilities, the firm said, leave Oracle in a precarious position despite long-term growth potential. Oracle shares rose 4.65% in response to the upgrade and growing investor confidence in AI-linked revenue.
This article first appeared on GuruFocus. Shares of Micron Technology (MU, Financials) slumped 3.2% after it was reported that Samsung Electronics would start making a lot of next-generation HBM4 chips later this month. The announcement made some worry about how well Micron was doing in the high-bandwidth memory sector. Yonhap News Agency said that Samsung got quality certification from Nvidia Cor...
This article first appeared on GuruFocus. Shares of Micron Technology (MU, Financials) slumped 3.2% after it was reported that Samsung Electronics would start making a lot of next-generation HBM4 chips later this month. The announcement made some worry about how well Micron was doing in the high-bandwidth memory sector. Yonhap News Agency said that Samsung got quality certification from Nvidia Corporation and got orders to make HBM4 chips for Nvidia's new AI accelerator platform, Vera Rubin. The timing is perfect for Nvidia's next-generation deployment, which gives Samsung an early advantage. Sanjay Mehrotra, the CEO of Micron, claimed before that the firm will start ramping up its own HBM4 production in the second quarter of 2026. The gap in the timeframe might provide Samsung a chance to get a big piece of the market as demand for AI computing grows. HBM chips are necessary for running AI workloads, and they have better profit margins than regular memory. The section has been a big part of Micron's stock price rise, which has tripled in the last year. Reports say that Samsung's new HBM4 chips can process data at 11.7 Gbps, which is 22% quicker than the current HBM3E generation. This shows how much better Samsung is at making semiconductors from start to finish.
The wheat complex is showing slight losses across the three markets on Monday. Chicago SRW futures are 1 to 2 1/2 cents lower at midday. KC HRW futures are down 3 to 4 cents in most contracts. MPLS spring wheat is steady to 3 cents lower as we trade through midday. USDA’s FGIS tallied wheat export shipments at 580,130 MT (21.32 mbu) during the week ending on February 5. That was 75.52% above the w...
The wheat complex is showing slight losses across the three markets on Monday. Chicago SRW futures are 1 to 2 1/2 cents lower at midday. KC HRW futures are down 3 to 4 cents in most contracts. MPLS spring wheat is steady to 3 cents lower as we trade through midday. USDA’s FGIS tallied wheat export shipments at 580,130 MT (21.32 mbu) during the week ending on February 5. That was 75.52% above the week prior and 1.72% larger than the same week last year. The Philippines was the top destination of 179,957 MT, with 119,479 MT headed to Bangladesh and 103,146 MT to Mexico. Marketing year exports for 2025/26 are 17.327 MMT (636.6 mbu) since June 1, which is now 18.36% above the same period last year. Don’t Miss a Day: USDA will release updated WASDE data on Tuesday, with a Bloomberg survey showing analysts at an average of 918 mbu for US wheat stocks, down 8 mbu from January if realized. World wheat stocks are estimated to total 278.6 MMT, which would be 0.3 MMT higher than in January. CFTC data showed a total of 12,988 contracts cut from the spec fund CBT wheat net short position in the week ending on 2/3, with the net short at 81,755 contracts. In KC wheat, managed money showed another 1,485 contracts trimmed from the net short position at 8,844 contracts. Mar 26 CBOT Wheat is at $5.27 1/4, down 2 1/2 cents, May 26 CBOT Wheat is at $5.37 1/4, down 1 3/4 cents, Mar 26 KCBT Wheat is at $5.27 3/4, down 3 1/2 cents, May 26 KCBT Wheat is at $5.40 1/2, down 3 cents, Mar 26 MIAX Wheat is at $5.68 3/4, down 1 1/4 cents, May 26 MIAX Wheat is at $5.80, down 2 1/2 cents, More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
JHVEPhoto/iStock Editorial via Getty Images AMD ( AMD ) has hired Ariel Kelman as its new senior vice president and chief marketing officer, a position he most recently held at Salesforce for the past three years. Before that, Kelman served as chief marketing officer at Oracle ( ORCL ) and head of worldwide marketing at Amazon Web Services ( AMZN ). "As AMD continues to expand our portfolio and de...
JHVEPhoto/iStock Editorial via Getty Images AMD ( AMD ) has hired Ariel Kelman as its new senior vice president and chief marketing officer, a position he most recently held at Salesforce for the past three years. Before that, Kelman served as chief marketing officer at Oracle ( ORCL ) and head of worldwide marketing at Amazon Web Services ( AMZN ). "As AMD continues to expand our portfolio and deliver industry-leading high-performance and AI solutions across data center, embedded, client and gaming, Ariel's leadership will be instrumental in sharpening our storytelling, advancing our marketing organization and accelerating our momentum," said AMD Chief Administrative Officer Ruth Cotter. Kelman plans to help AMD advance its position in the data center market. "I'm looking forward to working with the team to elevate the AMD brand, deepen engagement with customers and partners and capture the massive AI data center opportunity enabled by AMD's uniquely differentiated products," he said. Kelman will be replacing John Taylor, who worked at AMD for 19 years and served as CMO for eight years. He retired from the company last year. More on AMD and Salesforce AMD Q4 Earnings: 3 Reasons For The Knife To Fall More AMD: The China Asterisk AMD's Bull Trap Plays Out - I Am A Buyer Schwab trading activity index reaches highest reading in almost a year AI-related names mostly rise on Monday following Super Bowl's tech-heavy ads
Coeur stock costs just 13 times this year's forecast earnings -- which could double over 2025. Coeur Mining (CDE +7.49%) stock jumped 7.2% through 2:30 p.m. ET Monday, bouncing back from a week in which the mining stock had mostly tread water -- and traded far below its highs of late January. If Coeur can hold onto today's gains, the gold miner will be back trading around where it was a couple of ...
Coeur stock costs just 13 times this year's forecast earnings -- which could double over 2025. Coeur Mining (CDE +7.49%) stock jumped 7.2% through 2:30 p.m. ET Monday, bouncing back from a week in which the mining stock had mostly tread water -- and traded far below its highs of late January. If Coeur can hold onto today's gains, the gold miner will be back trading around where it was a couple of weeks ago, on Jan. 21. Gold and silver prices pop And do you know what else will be trading back above where it once was? Gold. Gold sold off steeply after hitting an all-time high of $5,419.80 per ounce on Jan. 28. The shiny yellow metal had almost returned to the $5,000 level by the close of last week. Today, gold prices finally reached -- and passed -- that psychological barrier, gaining about 2.3% to approach $5,080 per ounce. Silver prices are doing even better after selling off much harder than gold. At last report, silver was up 7.3% today, and closing on $$83.50 per ounce. Coeur Mining, of course, mines both gold and silver (and also zinc and lead). It makes a lot of sense that as the price of gold and silver surge today, they'd pull Coeur stock higher along with them. Expand NYSE : CDE Coeur Mining Today's Change ( 7.49 %) $ 1.60 Current Price $ 23.05 Key Data Points Market Cap $14B Day's Range $ 21.63 - $ 23.05 52wk Range $ 4.58 - $ 27.77 Volume 713K Avg Vol 22M Gross Margin 31.80 % Is Coeur Mining stock a buy? And here's the thing: Coeur stock might have even more room to run -- as I pointed out last week. Priced near 30 times trailing earnings today, Coeur's 2025 earnings were probably quadruple what it earned in 2024, and analysts polled by Yahoo! Finance think profits will double again in 2026. Coeur stock trades for barely 13 times this year's estimated earnings right now. So long as gold prices keep rising, Coeur stock should keep going up as well.
These stocks have been going in opposite directions of late, but that doesn't mean that trend will continue. Novo Nordisk (NVO +4.43%) and Eli Lilly (LLY 0.52%) are rivals in the GLP-1 drug market and are behemoths in the healthcare sector, with massive valuations. But these stocks have been going in opposite directions in the past year. While Eli Lilly has been soaring to new heights, Novo has be...
These stocks have been going in opposite directions of late, but that doesn't mean that trend will continue. Novo Nordisk (NVO +4.43%) and Eli Lilly (LLY 0.52%) are rivals in the GLP-1 drug market and are behemoths in the healthcare sector, with massive valuations. But these stocks have been going in opposite directions in the past year. While Eli Lilly has been soaring to new heights, Novo has been in a seemingly endless tailspin. It's important to remember, however, that the past doesn't predict the future. Below, I'll look at which of these healthcare stocks may possess more upside from here on out, and which one may be the better long-term investment if you invest today. Eli Lilly's growth has been far more impressive Eli Lilly has generated incredible results due to the stellar performance of its GLP-1 products, Mounjaro (approved for diabetes) and Zepbound (approved for weight loss). Combined, they are generating nearly $12 billion in sales on a quarterly basis and are responsible for the vast majority of Eli Lilly's growth. This year, the company anticipates its full-year revenue will be within a range of $80 billion to $83 billion, which would suggest a growth rate as high as 27%. Expand NYSE : LLY Eli Lilly Today's Change ( -0.52 %) $ -5.48 Current Price $ 1052.70 Key Data Points Market Cap $1.0T Day's Range $ 1048.12 - $ 1106.71 52wk Range $ 623.78 - $ 1133.95 Volume 141K Avg Vol 3.5M Gross Margin 85.40 % Dividend Yield 0.57 % Novo Nordisk, on the other hand, has been struggling with rising competition. What has spooked investors is that the company is projecting that its adjusted sales growth rate for this year will be negative; Novo projects its top line will decline between 5% to 13% (on an adjusted basis, reflecting its true organic growth). The company has been battling compounding pharmacies and is suing Hims & Hers, alleging that its compounded drugs infringe on Novo's patents. If it can successfully put a stop to copycat drugs, that could help impr...
Key Points Eli Lilly has been a growth beast and its top line may soar by as much as 27% this year. Novo Nordisk is bracing for a potential double-digit decline in sales, as it tries to fight off copycat versions of its drugs. Eli Lilly trades at a vastly higher premium than Novo Nordisk. 10 stocks we like better than Eli Lilly › Novo Nordisk (NYSE: NVO) and Eli Lilly (NYSE: LLY) are rivals in the...
Key Points Eli Lilly has been a growth beast and its top line may soar by as much as 27% this year. Novo Nordisk is bracing for a potential double-digit decline in sales, as it tries to fight off copycat versions of its drugs. Eli Lilly trades at a vastly higher premium than Novo Nordisk. 10 stocks we like better than Eli Lilly › Novo Nordisk (NYSE: NVO) and Eli Lilly (NYSE: LLY) are rivals in the GLP-1 drug market and are behemoths in the healthcare sector, with massive valuations. But these stocks have been going in opposite directions in the past year. While Eli Lilly has been soaring to new heights, Novo has been in a seemingly endless tailspin. It's important to remember, however, that the past doesn't predict the future. Below, I'll look at which of these healthcare stocks may possess more upside from here on out, and which one may be the better long-term investment if you invest today. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Eli Lilly's growth has been far more impressive Eli Lilly has generated incredible results due to the stellar performance of its GLP-1 products, Mounjaro (approved for diabetes) and Zepbound (approved for weight loss). Combined, they are generating nearly $12 billion in sales on a quarterly basis and are responsible for the vast majority of Eli Lilly's growth. This year, the company anticipates its full-year revenue will be within a range of $80 billion to $83 billion, which would suggest a growth rate as high as 27%. Novo Nordisk, on the other hand, has been struggling with rising competition. What has spooked investors is that the company is projecting that its adjusted sales growth rate for this year will be negative; Novo projects its top line will decline between 5% to 13% (on an adjusted basis, reflecting its true organic growth). The company has been batt...
Serena Williams will be eligible to return to tennis from Sunday, 22 February - but it is unclear if or when the American great will make a comeback. Williams' name appeared on the International Tennis Integrity Agency (ITIA) reinstatements list on Monday, meaning she can enter tournaments from the date specified, the organisation confirmed to BBC Sport. However, the 23-time Grand Slam singles cha...
Serena Williams will be eligible to return to tennis from Sunday, 22 February - but it is unclear if or when the American great will make a comeback. Williams' name appeared on the International Tennis Integrity Agency (ITIA) reinstatements list on Monday, meaning she can enter tournaments from the date specified, the organisation confirmed to BBC Sport. However, the 23-time Grand Slam singles champion has not announced an official return after ending her career at the 2022 US Open. BBC Sport has contacted Williams' agent and the Women's Tennis Association (WTA) for comment. Retired players can be reinstated and return to sanctioned events once they have made themselves available for out-of-competition drug testing for at least six months. In December, the ITIA confirmed to BBC Sport that Williams was back on the list of players registered for the drug testing pool. Once a player is in the pool, they must let testers know where they will be for one hour of every day. Hours later, Williams, 44, posted on social media: "I'm NOT coming back. This wildfire is crazy." She then refused to rule out a comeback at the end of January, telling the Today Show: "I don't know, I'm just going to see what happens."
VenHub Global ( VHUB ) slumped more than 25% in Monday afternoon trading, and shares were swapping hands at their lowest level since the direct listing went live on the Nasdaq on January 30. VenHub ( VHUB ) is described as an emerging AI and robotics company whose core product is the robotic, modular convenience-style store where customers order via app or kiosk and robotic arms pick and dispense ...
VenHub Global ( VHUB ) slumped more than 25% in Monday afternoon trading, and shares were swapping hands at their lowest level since the direct listing went live on the Nasdaq on January 30. VenHub ( VHUB ) is described as an emerging AI and robotics company whose core product is the robotic, modular convenience-style store where customers order via app or kiosk and robotic arms pick and dispense items, aiming to reduce labor costs, shrink, and complexity for operators. The company targets multiple formats, including fixed locations, mobile units, and upgrades to existing retail spaces. Looking ahead, VenHub ( VHUB ) has plans to expand across the U.S. "From our first concept design to the initial Smart Stores available today in multiple communities, we have been committed to continuous technology innovation and advancements that drive consistently improving performance and create more value for store operators and the customers they serve," stated VenHub ( VHUB ) CEO Shahan Ohanessian. VenHub ( VHUB ) has not yet set a date for its first earnings report as a publicly traded company. More on VenHub Global, Inc. Autonomous store upstart VenHub Global starts trading after direct listing Seeking Alpha’s Quant Rating on VenHub Global, Inc. Financial information for VenHub Global, Inc.
Reform-led Worcestershire county council is likely to issue England’s largest council tax rise this April after it was given special permission by the government to increase it by up to 9%. Worcestershire is one of a handful of authorities whose requests to be allowed to increase local rates above the standard 5% cap from April have been accepted by ministers. Its cap-busting tax hike will be emba...
Reform-led Worcestershire county council is likely to issue England’s largest council tax rise this April after it was given special permission by the government to increase it by up to 9%. Worcestershire is one of a handful of authorities whose requests to be allowed to increase local rates above the standard 5% cap from April have been accepted by ministers. Its cap-busting tax hike will be embarrassing to Reform UK nationally, which has made low council tax a political priority; while it has already led to one local Reform councillor quitting the party in protest. Ministers have also announced the government will clear about £5bn of historical debts accumulated by English councils who have overspent on special educational needs and disability (Send) services in recent years. An extra £440m in so-called recovery grants for councils in economically deprived areas was unveiled, in a bid to head off criticism from northern Labour MPs that their local areas had lost out under a new funding distribution formula. In a Commons statement, Alison McGovern, the local government minister, said the finance settlement showed the government was delivering on improvements that would make councils “agents of renewal in building a new, better country”. The following councils have been given permission to set cap-busting rate rises from April: Bournemouth, Christchurch and Poole (up to 6.75%); Warrington (7.5%); Trafford (7.5%); Worcestershire (9%); Shropshire (9%); North Somerset (9%); and Windsor and Maidenhead (7.5%). The government said each of these areas have had historically low council tax rates and above-limit rises would bring household bills up to average council tax levels. Ministers said they would spend about £5bn clearing 90% of each local authority Send debt accumulated by this April. Council leaders had said that without intervention these debts would push 90% of councils into effective bankruptcy by 2028. Debt write-offs will be conditional on local authorities ag...
首個聯營油電站正式啟用 私家車充電每小時收費約100元 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】香港首個聯營油電站正式啟用，可同時為汽車入油及提供充電服務。 汽車代理商與油站合作改建蒲崗村道加油站，兩台高速...
首個聯營油電站正式啟用 私家車充電每小時收費約100元 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】香港首個聯營油電站正式啟用，可同時為汽車入油及提供充電服務。 汽車代理商與油站合作改建蒲崗村道加油站，兩台高速充電器，可以為電動私家車和的士等商用車輛提供服務，以私家車為例，充電每小時收費約100元，可行駛逾400公里。油電站會在的士交更時段預留充電樁予電動的士和小巴，亦設充電上限價格。環境及生態局副局長黃淑嫻說，為配合電動車的增長，會調整現有油站土地契約條款，加快充電設施安裝。 黃淑嫻：「已修訂相關油站土地契約條款，為油站加裝高速充電樁提供誘因，包括批出有條件短期續約，以及豁免因為安裝充電樁而要繳交修改契約的應繳地價，根據我們評估，現有約60個油站符合安全和技術要求，當中20多個油站獲批加裝合共70支高速充電樁。」