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I knew him but not well, and worry now that he thrived in our political culture. It was not just failed vetting: there was a failure of moral seriousness • Streeting wrote off his re-election chances in WhatsApp exchanges with Mandelson Politics has a problem with sexism and misogyny. We need to be clear what it is and why. With every scandal there is a call to clean up the system, to reform vetti...
I knew him but not well, and worry now that he thrived in our political culture. It was not just failed vetting: there was a failure of moral seriousness • Streeting wrote off his re-election chances in WhatsApp exchanges with Mandelson Politics has a problem with sexism and misogyny. We need to be clear what it is and why. With every scandal there is a call to clean up the system, to reform vetting procedures and the laws governing the release of sensitive information. Those are serious issues, but we will not fix the problem by starting there because the problem is not procedural. It is about culture and behaviour. In the scandal of Peter Mandelson’s appointment to be the British ambassador to the United States, of course we need to establish the timeline of who said what, to whom and when. Gordon Brown is right to insist on a more rigorous process and a renewed commitment to the redistribution of power. But if we focus solely on what happened we will miss the important question of why it happened. This is more than a story about the flaws of individuals and the flaws of a system. This is about culture and moral character. About how, for too long, proximity to power insulated powerful, wealthy and well-connected men from the consequences of their appalling behaviour towards women and girls. The really worrying aspect is not what took place in secret. It is what happened in plain sight. A candidate’s known association with a convicted sexual predator did not weigh heavily enough on decision-makers. And we need to think too about the silence of those who stood by, who knew enough to feel uneasy and yet did not speak loudly enough to influence the decision. This is a group I include myself in. Contrary to what has been widely reported, I was not a close friend of Peter Mandelson, but I am not going to wash my hands of my actual association with him either. After a weekend of smear and innuendo that I have something to hide, I have decided to publish my messages with ...
In Brief Enterprise resource planning software company Workday announced Monday that chief executive Carl Eschenbach was stepping down and leaving the company’s board, effective immediately. Workday co-founder and former CEO Aneel Bhusri will return as CEO. Eschenbach joined Workday in December 2022 as co-CEO alongside Bhusri, and had been operating as the company’s sole CEO since February 2024. B...
In Brief Enterprise resource planning software company Workday announced Monday that chief executive Carl Eschenbach was stepping down and leaving the company’s board, effective immediately. Workday co-founder and former CEO Aneel Bhusri will return as CEO. Eschenbach joined Workday in December 2022 as co-CEO alongside Bhusri, and had been operating as the company’s sole CEO since February 2024. Bhusri, who had led the company since 2009 — sometimes as co-CEO, sometimes as sole CEO — has been serving as the company’s executive chairman since 2024. Workday confirmed to TechCrunch that Bhusri is returning to the role permanently, as opposed to taking the helm during a search for a replacement. Workday made this leadership change as it says its next chapter will be focused on, unsurprisingly, AI. “We’re now entering one of the most pivotal moments in our history,” Bhusri said in the company’s press release Monday. “AI is a bigger transformation than SaaS — and it will define the next generation of market leaders. I’m energized to return as CEO, working alongside our presidents Gerrit Kazmaier and Rob Enslin, and I’m excited about the opportunity in front of us.” Last February, Workday laid off 8.5% of its headcount, or 1,750 people, with Eschenbach stating at the time that the company needed a new approach to labor in the age of AI.
Wes Streeting predicted he would be “toast” at the next general election, according to private WhatsApp messages with Peter Mandelson published by the health secretary in an effort to draw a line under his relationship with the disgraced peer. The exchanges, in which Streeting said the government had no growth strategy and questioned No 10’s communications operation, appeared to be part of a plan ...
Wes Streeting predicted he would be “toast” at the next general election, according to private WhatsApp messages with Peter Mandelson published by the health secretary in an effort to draw a line under his relationship with the disgraced peer. The exchanges, in which Streeting said the government had no growth strategy and questioned No 10’s communications operation, appeared to be part of a plan to ready himself for a potential leadership contest. The prime minister’s grip on power was pushed to the brink on Monday after Anas Sarwar, the Labour leader in Scotland, called for him to stand down before the May Scottish parliamentary elections following “too many mistakes” by the UK government. Streeting, regarded as a leadership contender in the event that Starmer goes, had a close friendship with Mandelson that, after the scandal that blew up last week, threatened to be a significant liability to his ambitions. But allies of the health secretary said the WhatsApp messages, published between August 2024 and October last year, showed that he had “nothing to hide” about their relationship. The scandal has already led to the departure of Morgan McSweeney, Starmer’s chief of staff, who advised him that Mandelson’s appointment should go ahead. Streeting gave the embattled prime minister his backing on Monday, joining the rest of the cabinet in giving their support in an attempt to dampen speculation over his vulnerable position. But he admitted: “It has not been the best week for the government and that’s not just Keir Starmer; that’s all of us because we’re a team … I want him to come through it and I want him to set out the plan that people can get behind.” The dozens of WhatsApp messages divulged by Streeting portray a familiar relationship between the pair, close enough for a couple of messages to be suffixed with a kiss, and for Streeting to praise the “lovely photos” of Mandelson in a newspaper profile. Perhaps the most revealing exchanges come in later March last ye...
AI Demand Driving Prospects : Industry participants are benefiting from growing demand for advanced manufacturing processes and energy-efficient computing power, both of which are needed to develop AI-supportive chips. AI is gaining popularity thanks to multimodal learning and growing context awareness. The emergence of Gen AI and Agentic AI has further enhanced AI’s capabilities, making it a key ...
AI Demand Driving Prospects : Industry participants are benefiting from growing demand for advanced manufacturing processes and energy-efficient computing power, both of which are needed to develop AI-supportive chips. AI is gaining popularity thanks to multimodal learning and growing context awareness. The emergence of Gen AI and Agentic AI has further enhanced AI’s capabilities, making it a key driver of efficiency, automation and innovation. Significant improvements in computing hardware (GPUs and TPUs) are allowing the development of more complex AI models. The growing number of high-speed data centers worldwide, which require ultra-fast Internet that 5G promises to deliver, is a tailwind. Increased connectivity and use of technology in consumer electronics through IoT, AI, robotics, AR/VR and others further set the momentum for 5G. Smart Devices Aiding Computing Demand : Smart devices need computing and learning capabilities to perform functions like face detection, image recognition and video analytics capabilities. These require high levels of processing power, speed and memory and low power consumption, as well as better graphics processors and solutions, which bode well for the industry. Graphic solutions help increase the speed of rendering images and improve image resolution and color definition. Prospects Around Advanced Packaging Robust : The increasing demand for miniaturization, greater functionality, lower power consumption, and improved thermal and electrical performance are driving the demand for semiconductor packaging and test technologies. The growing requirement for advanced packaging is gaining traction in the semiconductor industry, which is a key catalyst for industry participants. Complex Process Drives Demand : The requirement for faster, more powerful and energy-efficient semiconductors is expected to increase rapidly with the robust adoption of cloud computing, IoT and AI. Semiconductor manufacturers are primarily looking to maximize man...
UK cabinet ministers, including Chancellor of the Exchequer Rachel Reeves, voiced support for Prime Minister Keir Starmer , giving him some reprieve after the Labour Party’s leader in Scotland had called for him to step down. Anas Sarwar joined a number of Labour backbenchers in calls for Starmer’s resignation over his appointment of Peter Mandelson as US ambassador. While Starmer fired Mandelson ...
UK cabinet ministers, including Chancellor of the Exchequer Rachel Reeves, voiced support for Prime Minister Keir Starmer , giving him some reprieve after the Labour Party’s leader in Scotland had called for him to step down. Anas Sarwar joined a number of Labour backbenchers in calls for Starmer’s resignation over his appointment of Peter Mandelson as US ambassador. While Starmer fired Mandelson in September, the initial decision to appoint him is being re-examined after the extent of Mandelson’s relationship with convicted sex offender Jeffrey Epstein was revealed in files released by the US Justice Department late last month. Starmer’s spokesman Tom Wells earlier told reporters the prime minister wasn’t planning to resign. One by one, every government minister publicly backed him, including Health Secretary Wes Streeting and former Deputy Prime Minister Angela Rayner, who are widely seen as the most likely senior figures to launch a leadership challenge. The support of Starmer’s cabinet has bought him some time but doesn’t eliminate the threat he faces or the crisis engulfing Downing Street after two senior aides departed within 24 hours : communications director Tim Allan and chief of staff Morgan McSweeney. The rallying of cabinet ministers helped spark a modest rebound in UK assets . Gilts pared declines, leaving yields on 10-year government bonds up two basis points at 4.54%. They earlier rose as much as eight basis points. Meanwhile the pound was 0.3% lower against the euro, after earlier weakening as much as 0.7%. Starmer is due to address members of the parliamentary Labour Party shortly. What You Need to Know Today The European Union is understood to be preparing options to give Ukraine gradual membership rights in a future peace deal. The options being considered include providing Kyiv upfront with the protection that comes with EU accession, as well as immediate access to some membership rights. At the same time, the bloc would give Ukraine a clear time...
Wavytalk announced its official debut on Ulta.com on February 4, 2026, adding six professional-inspired styling tools and haircare products to Ulta Beauty’s online assortment, while being expanded its inclusive haircare reach in the U.S. through Target after already entering Ulta Beauty, Amazon, and CVS with varying assortments. Together, these partnerships underline Ulta Beauty’s emphasis on inno...
Wavytalk announced its official debut on Ulta.com on February 4, 2026, adding six professional-inspired styling tools and haircare products to Ulta Beauty’s online assortment, while being expanded its inclusive haircare reach in the U.S. through Target after already entering Ulta Beauty, Amazon, and CVS with varying assortments. Together, these partnerships underline Ulta Beauty’s emphasis on innovative styling technology and inclusive haircare, aiming to broaden its appeal across diverse hair types and preferences. We’ll now explore how Ulta Beauty’s focus on inclusive, technology-driven haircare partnerships shapes the company’s broader investment narrative. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 28 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. What Is Ulta Beauty's Investment Narrative? For Ulta Beauty, the core belief you need to hold as a shareholder is that its blend of strong brand partnerships, disciplined capital returns, and high returns on equity can justify a premium valuation even with modest growth expectations. The latest Wavytalk launch on Ulta.com, alongside being’s broader retail expansion, reinforces Ulta’s positioning in tech-enabled and inclusive haircare, but by itself is unlikely to shift the near term earnings outlook in a material way given the company’s overall scale. Instead, it sits on top of existing catalysts such as ongoing international rollouts, the UB Marketplace, and an active share repurchase program that has supported recent share price strength. The flip side is that with the stock already above the average analyst price target and trading on a richer multiple than the wider specialty retail group, execution risk on these growth and assortment bets matters more than ever. However, there is one key earnings risk many sharehold...
AlexSecret/iStock via Getty Images Written by Nick Ackerman, co-produced by Stanford Chemist The Angel Oak Financial Strategies Income Term Fund ( FINS ) is a closed-end fund that is focused primarily on floating-rate fixed-income investments but with investment-grade rated securities. This makes it unique compared to most other floating-rate-based investment CEFs and ETFs, which often provide exp...
AlexSecret/iStock via Getty Images Written by Nick Ackerman, co-produced by Stanford Chemist The Angel Oak Financial Strategies Income Term Fund ( FINS ) is a closed-end fund that is focused primarily on floating-rate fixed-income investments but with investment-grade rated securities. This makes it unique compared to most other floating-rate-based investment CEFs and ETFs, which often provide exposure to lower-quality offerings. The fund is most heavily focused on holding bank debt, primarily from relatively smaller regional financial institutions. The discount has remained narrow since our last update, which is something we noted previously as keeping it from being seen as an aggressive buying opportunity here. They continue to maintain a rather high distribution rate to investors, despite a lack of coverage. This would be seen primarily as a way to keep the fund's discount narrow, even at the sacrifice of potentially seeing the NAV erode, and it appears to be working. FINS Basics 1-Year Z-score: 0.94 Discount/Premium: -4.72% Distribution Yield: 10.39% Expense Ratio: 1.88% Leverage: 19.6% Managed Assets: $579 million Structure: Term (anticipated liquidation date May 31st, 2031) FINS's investment objective is "current income with a secondary objective of total return." To achieve this, they will invest in a "financials sector debt-centric strategy, which exhibits low historical correlations to other areas of the market." Some investment highlights include "access to niche market opportunities in community bank debt and small-cap non-bank financial." They also include "focused on an investment-grade sector with high regulatory oversight and historically low default rates." They also highlight "asset class duration historically uncorrelated to interest rates." That's worth noting because it is what can make it a relatively unique fund, combining mostly investment-grade rated portfolios but with a focus on floating-rate securities. So while investment-grade issues are...
Silver Place In a 2026 market defined by selective risk-taking and a renewed focus on quality and durability of earnings, we look at a list of the top 10 large cap stocks ranked by the highest number of days at their current Seeking Alpha Quant Rating. These stocks span various sectors including Gold, Semiconductors, Real Estate, and Electric Utilities, and all have earned Buy or Strong Buy rating...
Silver Place In a 2026 market defined by selective risk-taking and a renewed focus on quality and durability of earnings, we look at a list of the top 10 large cap stocks ranked by the highest number of days at their current Seeking Alpha Quant Rating. These stocks span various sectors including Gold, Semiconductors, Real Estate, and Electric Utilities, and all have earned Buy or Strong Buy ratings from Seeking Alpha’s Quant system. The list is topped by Newmont ( NEM ), the gold mining giant with a Strong Buy rating of 4.92 and an impressive 273 days of Quant Rating coverage. Realty Income ( O ) and Host Hotels & Resorts, ( HST ) follow closely behind, each maintaining their ratings for over 220 days. Micron Technology, ( MU ) stands out with the highest Quant Rating on the list at 4.99 Strong Buy, with 216 days of coverage, while The Kroger ( KR ) rounds out the top five at 207 days. The remaining top-ranked stocks include American Electric Power ( AEP ) and Incyte ( INCY ), both tied at 194 days of coverage. AngloGold Ashanti ( AU ), Hasbro ( HAS ), and Philip Morris International ( PM ) complete the top 10, with each maintaining strong quantitative grades ranging from Buy to Strong Buy ratings. For reference, Seeking Alpha’s Quant system ranks stocks based on their performance on critical quantitative measures, such as valuation, growth, stock momentum, and profitability. Each stock is rated on a scale of 1 to 5, with any rating above 3.5 indicating a bullish rating. A score of 2.5 or below represents a bearish profile. Here is the list: Newmont ( NEM ), Days at Quant Rating: 273, Quant Rating: 4.92 Strong Buy Realty Income ( O ), Days at Quant Rating: 237, Quant Rating: 4.38 Buy Host Hotels & Resorts ( HST ), Days at Quant Rating: 225, Quant Rating: 4.71 Strong Buy Micron Technology ( MU ), Days at Quant Rating: 216, Quant Rating: 4.99 Strong Buy The Kroger ( KR ), Days at Quant Rating: 207, Quant Rating: 3.82 Buy American Electric Power Company ( AEP ), Days a...
A serious plan to tackle low birthrates could include addressing the fact that if people could afford to house themselves, they might be quicker to settle down I almost never wonder how I’d feel if I were a 29-year-old French woman. I fear the question would lead to dissatisfactions too profound (would I be eating oysters right now? Would my socks be cashmere? Would I know what existentialism mean...
A serious plan to tackle low birthrates could include addressing the fact that if people could afford to house themselves, they might be quicker to settle down I almost never wonder how I’d feel if I were a 29-year-old French woman. I fear the question would lead to dissatisfactions too profound (would I be eating oysters right now? Would my socks be cashmere? Would I know what existentialism meant – no, I mean really know?). This morning, however, I did stop and give it some serious thought: specifically, how would I feel if my government wrote to me, reminding me to have children? To get that letter from childless Macron would be like getting told off about your BMI by a nurse whose BMI is definitely the same as yours, if not greater: on the one hand, it’s none of your business who has kids or what anyone’s BMI is. But on the other, how about we just all keep out of each other’s business? Luckily the letter is going to be sent out by the health ministry, and say what you like about ministries, you can’t criticise their lifestyle choices. Before you get your panties in a twist, feminists, this letter will be sent to both men and women of the 29-year-old variety, and the government underscored that “fertility is a shared responsibility between women and men” – a statement that is both true and woke (yup, I’m reclaiming “woke” to mean “things I approve”). Do you have an opinion on the issues raised in this article? If you would like to submit a response of up to 300 words by email to be considered for publication in our letters section, please click here . Continue reading...
Monday.com couldn't rebuff the panic over AI disruption in the software sector. Shares of Monday.com (MNDY 22.07%) were sliding today after the cloud software company topped estimates in its fourth-quarter earnings report, but offered disappointing guidance for the first quarter in part due to weakness in its "self-serve" segment. Monday, which provides customer relationship management (CRM) and p...
Monday.com couldn't rebuff the panic over AI disruption in the software sector. Shares of Monday.com (MNDY 22.07%) were sliding today after the cloud software company topped estimates in its fourth-quarter earnings report, but offered disappointing guidance for the first quarter in part due to weakness in its "self-serve" segment. Monday, which provides customer relationship management (CRM) and project management software for businesses, is one of many software-as-a-service (SaaS) stocks under pressure from AI innovations like Anthropic's Claude Code that could disrupt workflow-related software. As of noon, Monday.com stock was down 22.4% on the news. Monday.com gets a case of the Mondays Revenue in the fourth quarter rose 25% to $333.9 million, which topped estimates at $329.7 million. The company also posted record net adds of customers with more than $100,000 in annual recurring revenue and said Monday Vibe, its AI-powered vibe-coding tool which uses prompts instead of code, is the fastest product to top $1 million in annual recurring revenue (ARR) in its history. Adjusted earnings per share slipped from $1.08 to $1.04 as spending ramped up on research and development, but still beat the consensus at $0.92. Co-CEOs Roy Mann and Eran Zinman touted the company's "expanding our product portfolio and seeing strong adoption of AI products," as well as its progress with larger customers. Expand NASDAQ : MNDY Monday.com Today's Change ( -22.07 %) $ -21.63 Current Price $ 76.37 Key Data Points Market Cap $5.0B Day's Range $ 73.01 - $ 80.78 52wk Range $ 73.01 - $ 342.64 Volume 349K Avg Vol 1.6M Gross Margin 88.62 % Guidance was a red flag Monday.com needed to give investors strong guidance to reassure them after the AI-driven sell-off, and it didn't do that. For the first quarter, it called for revenue growth to slow to 20%, to $338 million-$340 million, below the consensus of $342.9 million. Its full-year guidance also disappointed, calling for revenue of $1.452 billion...
Key Points Monday.com beat fourth-quarter estimates, but its guidance came up short. The company is seeing weaker growth in low-end customers, which could reflect pressure from AI. A turnaround for the stock will be difficult while AI disruption fears persist. 10 stocks we like better than Monday.com › Shares of Monday.com (NASDAQ: MNDY) were sliding today after the cloud software company topped e...
Key Points Monday.com beat fourth-quarter estimates, but its guidance came up short. The company is seeing weaker growth in low-end customers, which could reflect pressure from AI. A turnaround for the stock will be difficult while AI disruption fears persist. 10 stocks we like better than Monday.com › Shares of Monday.com (NASDAQ: MNDY) were sliding today after the cloud software company topped estimates in its fourth-quarter earnings report, but offered disappointing guidance for the first quarter in part due to weakness in its "self-serve" segment. Monday, which provides customer relationship management (CRM) and project management software for businesses, is one of many software-as-a-service (SaaS) stocks under pressure from AI innovations like Anthropic's Claude Code that could disrupt workflow-related software. 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 » As of noon, Monday.com stock was down 22.4% on the news. Monday.com gets a case of the Mondays Revenue in the fourth quarter rose 25% to $333.9 million, which topped estimates at $329.7 million. The company also posted record net adds of customers with more than $100,000 in annual recurring revenue and said Monday Vibe, its AI-powered vibe-coding tool which uses prompts instead of code, is the fastest product to top $1 million in annual recurring revenue (ARR) in its history. Adjusted earnings per share slipped from $1.08 to $1.04 as spending ramped up on research and development, but still beat the consensus at $0.92. Co-CEOs Roy Mann and Eran Zinman touted the company's "expanding our product portfolio and seeing strong adoption of AI products," as well as its progress with larger customers. Guidance was a red flag Monday.com needed to give investors strong guidance to reassure them after the AI-driven sell-off, and it didn't do that. ...
Alphabet Inc. is set to raise $20 billion from its US dollar bond offering , exceeding earlier expectations for a $15 billion deal. The deal comes amid booming investor demand for artificial-intelligence-linked debt, with the offering attracting more than $100 billion of orders at its peak — among the strongest ever for a corporate bond offering. Pricing on the longest portion of the offering — a ...
Alphabet Inc. is set to raise $20 billion from its US dollar bond offering , exceeding earlier expectations for a $15 billion deal. The deal comes amid booming investor demand for artificial-intelligence-linked debt, with the offering attracting more than $100 billion of orders at its peak — among the strongest ever for a corporate bond offering. Pricing on the longest portion of the offering — a bond maturing in 2066 — tightened to a premium of 0.95 percentage point above Treasuries from 1.2 percentage point earlier, according to people with direct knowledge of the matter, who asked not to be identified because they’re not authorized to speak publicly. Alphabet last week said it’s planning for as much as $185 billion of capital expenditures this year, more than it has spent in the past three years combined, as it invests heavily in the data centers critical to its AI ambitions. Alphabet Embarks on Global Bond Spree to Fund Record Spending Alphabet Plans Tech’s First 100-Year Bond Since Dot-Com Era Alphabet’s Dollar Bond Sale Draws Over $100 Billion of Demand
(Bloomberg) — Alphabet Inc. (GOOG) is set to raise $20 billion from its US dollar bond offering, exceeding earlier expectations for a $15 billion deal. The deal comes amid booming investor demand for artificial-intelligence-linked debt, with the offering attracting more than $100 billion of orders at its peak — among the strongest ever for a corporate bond offering. Pricing on the longest portion ...
00:03 Speaker A It's time for Yahoo Finance's market minute. 00:05 Speaker A Software stocks are extending gains as Wall Street analysts push back against AI fears. 00:10 Speaker A Specifically, Oracle shares are jumping by the most since September after DA Davidson upgraded the stock to buy from neutral. 00:16 Speaker A Analyst Gil Luria says quote, software isn't dead. 00:18 Speaker A Meanwhile,...
00:03 Speaker A It's time for Yahoo Finance's market minute. 00:05 Speaker A Software stocks are extending gains as Wall Street analysts push back against AI fears. 00:10 Speaker A Specifically, Oracle shares are jumping by the most since September after DA Davidson upgraded the stock to buy from neutral. 00:16 Speaker A Analyst Gil Luria says quote, software isn't dead. 00:18 Speaker A Meanwhile, gold climbed back above $1,500 an ounce as dip buyers returned to the market after a volatile week for precious metals. 00:26 Speaker A Gold has recovered around half of its losses since it plunged from an all-time high back in January. 00:31 Speaker A And Alphabet plans to sell a rare 100-year bond as part of its latest debt issuance. 00:36 Speaker A According to Bloomberg, it marks the first sale with a 100-year maturity by a tech firm since Motorola sold this type of debt in 1997. 00:44 Speaker A In its most recent earnings, Alphabet last week said it's planning for as much as $185 billion of capital expenditures just this year. 00:51 Speaker A And that's your Yahoo Finance market minute. For more on what's trending on Yahoo Finance, scan the QR code below to track the best and worst performing stocks of the trading session.
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. OVHcloud has introduced a new global Bare Metal 2026 dedicated server line built on AMD Ryzen and EPYC processors. The servers target workloads such as machine learning, big data processing, and large scale virtualization. AMD and GIGABYTE are expanding their partnership to focus...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. OVHcloud has introduced a new global Bare Metal 2026 dedicated server line built on AMD Ryzen and EPYC processors. The servers target workloads such as machine learning, big data processing, and large scale virtualization. AMD and GIGABYTE are expanding their partnership to focus on device AI across CPUs, motherboards, gaming laptops, and monitors. Advanced Micro Devices (NasdaqGS:AMD) is seeing its technology used more widely, from cloud data centers to consumer hardware. The stock trades around $208.44, with a 1 year return of 88.7% and a 5 year return of 122.3%, which puts recent 7 day and year to date declines into context. For investors, these developments illustrate how AMD is tying its brand to both cloud infrastructure and high performance PCs. These announcements indicate that AMD is positioning its platforms for AI workloads closer to where data is created, whether that is in a server rack or a gaming laptop. As cloud providers and hardware partners roll out their next product cycles, investors can observe how much of that hardware stack incorporates AMD platforms and accelerators. Stay updated on the most important news stories for Advanced Micro Devices by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Advanced Micro Devices. NasdaqGS:AMD Earnings & Revenue Growth as at Feb 2026 How Advanced Micro Devices stacks up against its biggest competitors For AMD, the OVHcloud server rollout and deeper GIGABYTE tie-up show its CPUs and GPUs being picked for both high density cloud racks and AI-focused consumer PCs, right where Nvidia and Intel are also competing hard. OVHcloud putting Ryzen and EPYC at the center of its Bare Metal 2026 line across Europe, North America, and APAC aligns with AMD's recent data center traction. GIGABYTE's AI PCs and gaming gear keep the Ryzen and Radeo...
Nancy Guthrie search enters its second week as a purported deadline looms toggle caption Rebecca Noble/Getty Images The search for Today Show co-host Savannah Guthrie's mother is now in its second week. Over the weekend, the Guthrie family said they have received a message from the people who say they took Nancy Guthrie from her home in Arizona. Local police and the FBI say they're following leads...
Nancy Guthrie search enters its second week as a purported deadline looms toggle caption Rebecca Noble/Getty Images The search for Today Show co-host Savannah Guthrie's mother is now in its second week. Over the weekend, the Guthrie family said they have received a message from the people who say they took Nancy Guthrie from her home in Arizona. Local police and the FBI say they're following leads and sifting through evidence for any hint that might lead them to the 84-year-old Guthrie. But so far, they say, they have no suspects. And the FBI acknowledges that a ransom note sent to local media includes demands with a deadline of Monday evening. Here are the latest events in the case, and a recap of what we know so far: Sponsor Message Family posted a video on Saturday Savannah Guthrie posted a video message on Instagram Saturday afternoon in which she spoke directly to the people who took her mother. "We received your message and we understand," she said. "We beg you now to return our mother to us so that we can celebrate with her." Sitting with her older siblings, brother Camron and her sister Annie, Guthrie went on to say that getting Nancy Guthrie back is the only way her family will have peace. "This is very valuable to us, and we will pay," she added. Annie and Camron did not speak in the roughly 20-second video. The dire message emerged one week after Nancy Guthrie's family last saw her. toggle caption Reports of ransom notes, with a Monday deadline Multiple reports have emerged of ransom notes being sent to local media. One station, KGUN, said they received a ransom note that demanded $6 million by Monday evening. The station says they shared the message with law enforcement. Police have not publicly confirmed details about any ransom demands, saying that they are pursuing all potential leads in the case. The FBI, which is working with the local sheriff's department on the case, says the question of whether to pay a ransom is up to the Guthries. Sponsor Messa...
czarny_bez/iStock via Getty Images When the AUM tail wags the investment acumen dog, the risk of failure is very high Some covered call ETFs have already failed the test. Why? For the same reason any of them does. Because they are not built for defense. They are built to convert some level of total return into an income stream. I've written a lot about covered call ETFs over the years here. My vie...
czarny_bez/iStock via Getty Images When the AUM tail wags the investment acumen dog, the risk of failure is very high Some covered call ETFs have already failed the test. Why? For the same reason any of them does. Because they are not built for defense. They are built to convert some level of total return into an income stream. I've written a lot about covered call ETFs over the years here. My view on them has evolved, as they have gone from a nice niche to an asset explosion. For investors of a certain age, they are akin to meme stocks. Some people cannot get enough of them. So much so that I regularly see people on social sites bragging about how "diversified" their income portfolio is because they own 5-10 covered call ETFs or more. To all of this I say 3 things: 1. Slow down. 2. Understand what you own. 3. Also understand that the "golden age" of these products may be ending. Quickly. Because they have been the beneficiary of a historically strong stock market. That has masked their risks. And yes, I know from responding to several hundred comments on this subject over the years that many investors understand the risks. And that many of them say they are comfortable with them. My goal is NEVER to tell someone else what to do with their money. I was a fiduciary advisor for 27 years, and that WAS my job for my clients. During that career, I also managed 3 mutual funds. And that aspect of my work back then is more akin to what we analysts do here. We talk about what we do and why. But everyone does their own thing. I didn't tell investors to buy my funds or managed portfolios. I only asked them to consider if it made sense to them. To take note of them as part of their overall process. This is not sales; it's content. Big difference. So if you love covered call ETFs, more power to you. But if you love them for the wrong reasons, then this article might be very eye-opening. Because I'm going to follow on the multiple articles I've written about particular covered ca...
Alexander Farnsworth/iStock Editorial via Getty Images Spotify ( SPOT ) will report its results for the fourth quarter on Tuesday, before market opens. Wall Street expects the audio streaming platform to post earnings per share of $3.30 on revenue of $5.37 billion, representing year-over-year growth of about 28%. During the quarter, Spotify focused on monetization and engagement, leaning on subscr...
Alexander Farnsworth/iStock Editorial via Getty Images Spotify ( SPOT ) will report its results for the fourth quarter on Tuesday, before market opens. Wall Street expects the audio streaming platform to post earnings per share of $3.30 on revenue of $5.37 billion, representing year-over-year growth of about 28%. During the quarter, Spotify focused on monetization and engagement, leaning on subscription price increases across multiple markets to support profitability. User growth and engagement remained strong, aided by expansion into video and audiobooks. The company rolled out music videos for premium users in the United States and Canada and broadened its video-podcast push, including a distribution partnership with Netflix. Spotify also extended its global branding partnership with FC Barcelona. Strategically, the company is repositioning for its next phase with founder Daniel Ek as Executive Chairman, with management emphasizing margins, emerging-market expansion, and a wider content ecosystem. Spotify expanded advertising reach and creator distribution, but the quarter also featured operational and competitive pressures, including a global service outage and continued rivalry with major technology platforms. According to Alpha’s Quant Rating system, SPOT is rated Hold with an overall score of 2.73 out of 5, reflecting an A grade in terms of growth but has a D- in terms of valuation. An analyst at Seeking Alpha maintained a bullish long-term view on Spotify despite recent share weakness, saying the stock’s valuation reflects expectations of sustained growth and margin expansion, while highlighting pricing, advertising, and margin improvement as key drivers. The analyst noted that Spotify is “well-positioned for long-term compounding,” adding that “key levers include premium price hikes, improved ad monetization, and incremental gross margin gains from vertical integration and marketplace strategy.” Over the past three months, EPS estimates have seen seven upwar...
TPVG Investor Almost Making It To Breakeven....Almost DNY59/iStock via Getty Images In our previous coverage of TriplePoint Venture Growth BDC Corp. ( TPVG ), we gave you all the reasons that we would continue to stay away from this fascinating BDC. The "high-yield ergo buy" did not feature anywhere in our analysis. Nor did we go with earnings numbers presented in the reports. Instead, we looked a...
TPVG Investor Almost Making It To Breakeven....Almost DNY59/iStock via Getty Images In our previous coverage of TriplePoint Venture Growth BDC Corp. ( TPVG ), we gave you all the reasons that we would continue to stay away from this fascinating BDC. The "high-yield ergo buy" did not feature anywhere in our analysis. Nor did we go with earnings numbers presented in the reports. Instead, we looked at true cash flow coverage and focused on the challenges ahead. If you sat out, you did not lose anything. Seeking Alpha Of course the bulls have pointed out that the new distribution looks sustainable and the BDC is trading well below NAV. Do these factors make it a buy? Let's see the most recent results and go over what we see as hurdles for the BDC. 1) Payment-In-Kind (PIK) Remains A Major Problem Last time we highlighted how the PIK remained a major force in the total investment income and net investment income. The $5.25 million formed 46% of the net investment income in Q2-2025. 10-Q The Q3-2025 quarter showed a modest improvement in the PIK amount (dropping from $5.25 million to $4.80 million). But as a percentage of net investment income, this percentage remained stubbornly high at 46.5%. Q3-2025 10-Q Put a different way, cash net investment income was just 13.6 cents a share, falling well short of the 23 cents of quarterly distribution. Of course, cash flow does not matter to those looking at the cash dropping in their bank accounts. As long as the company pays, no one cares. In TPVG's case, there were several red flags well before they actually cut the distribution previously. The market ignored them, and only in the last two years started putting a decisively lower price on the tangible book multiple of this company. Data by YCharts That said, we would still be ready to give this a relative passing grade, based on the tangible book multiple, if there were no other worries. 2) Refinancing 2026 Notes Should Knock Out A Lot Of Net Income TPVG's capital structure is l...