Key Points Bernstein analyst Stacy A. Rasgon published a bullish note on the artificial intelligence industry today. Still-strong demand for AI chips boosts Nvidia and Broadcom prospects -- and perhaps ASML's as well. 10 stocks we like better than ASML › ASML Holding (NASDAQ: ASML) stock, the Dutch manufacturer of machines that manufacture semiconductors, jumped 5.1% through 11:40 a.m. ET Monday a...
Key Points Bernstein analyst Stacy A. Rasgon published a bullish note on the artificial intelligence industry today. Still-strong demand for AI chips boosts Nvidia and Broadcom prospects -- and perhaps ASML's as well. 10 stocks we like better than ASML › ASML Holding (NASDAQ: ASML) stock, the Dutch manufacturer of machines that manufacture semiconductors, jumped 5.1% through 11:40 a.m. ET Monday after Bernstein analyst Stacy Rasgon published a bullish note on the artificial intelligence industry. Rasgon didn't mention ASML directly... but investors are acting almost like he did. 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 » Bernstein loves Broadcom and Nvidia In today's note, the Bernstein analyst argues that despite the sell-off in artificial intelligence stocks this year, "AI demand currently shows no signs of slowing." If things keep going the way they're trending, semiconductor titans such as Broadcom (NASDAQ: AVGO) could quadruple its 2025 profits to more than $20 per share, while Nvidia (NASDAQ: NVDA) could do nearly as well, growing from under $5 last year to $12 or more in 2027. What does this have to do with ASML stock, though? Consider: If Nvidia and Broadcom are swimming in profits, it makes sense the third-party contractors (such as TSMC) that make their chips would also have more money to spend. One step up the supply chain, it makes further sense that much of this money might be spent at ASML, buying machines to make even more of the chips that are producing the profit. This is how good news for Broadcom and Nvidia could translate into great news for ASML. And the fact that Bernstein sees continued supply constraints from insufficient AI chip production lends further weight to the theory there will be great demand for ASML's machines. What it means for ASML investors Admittedly, at...
葵涌地盤塌天秤|料中午前完成工程 將運至儲存倉供後續檢測 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】當局繼續移除葵涌地盤倒塌天秤,預計中午前完成工程。 工人通宵拆走天秤殘骸,當局稱由於工程在斜坡上進行,加上工...
葵涌地盤塌天秤|料中午前完成工程 將運至儲存倉供後續檢測 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】當局繼續移除葵涌地盤倒塌天秤,預計中午前完成工程。 工人通宵拆走天秤殘骸,當局稱由於工程在斜坡上進行,加上工人需要將天秤分割成多個部份進行吊運,同時每一部份要再吊運臨時加固物綁緊,難度比預計中高,預計中午前完成工程。 天秤移除後會被運至臨時儲存倉,以供相關部門作後續檢測。
Key Points There are many exchange-traded funds available that concentrate on investing style. Growth stocks have outperformed value stocks for a long time now. This Vanguard ETF is an inexpensive way to get growth-stock exposure. 10 stocks we like better than Vanguard Growth ETF › As an investor, you can use exchange-traded funds in a variety of ways. Many investors choose to get coverage of the ...
Key Points There are many exchange-traded funds available that concentrate on investing style. Growth stocks have outperformed value stocks for a long time now. This Vanguard ETF is an inexpensive way to get growth-stock exposure. 10 stocks we like better than Vanguard Growth ETF › As an investor, you can use exchange-traded funds in a variety of ways. Many investors choose to get coverage of the entire stock market in a single fund by focusing on ETFs that track broad-based indexes like the S&P 500 or Nasdaq 100. However, some investors want to beat the market, and by selecting an ETF that's a bit more selective about its own stock picks, they hope to do just that without a whole lot of effort. One favorite strategy that has worked extremely well for a long time is growth stock investing. By concentrating on companies that are growing the fastest, you can sometimes get in on promising stocks before or during their most impressive moves higher. In looking at ETFs for the Voyager Portfolio, it makes sense to pick the Vanguard Growth ETF (NYSEMKT: VUG) to take a closer look at and figure out how it has managed to perform so well for so long. 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 » The kind of growth that Vanguard Growth looks for The tricky thing about ETF investing is that your definition of a popular investing term might differ from the definition a particular fund uses. Vanguard Growth ETF tracks the CRSP US Large Cap Growth index, which includes over 150 stocks with market capitalizations ranging from around $5 billion to $4.5 trillion. The Center for Research in Securities Prices, which was acquired by Morningstar (NASDAQ: MORN) earlier this year, uses growth and value factors to evaluate stocks. On the growth side, CRSP looks at short-term and long-term expected future growth in earnin...
Olympic champion Sifan Hassan has withdrawn from April's London Marathon because of an Achilles injury. The Dutch athlete, who won gold at the 2024 Paris Olympics in a Games record time, sustained the injury when training on a treadmill six weeks ago. She hoped to recover in time to race in London but has accepted defeat. "To compete at that level, you need to be in perfect condition," said Hassan...
Olympic champion Sifan Hassan has withdrawn from April's London Marathon because of an Achilles injury. The Dutch athlete, who won gold at the 2024 Paris Olympics in a Games record time, sustained the injury when training on a treadmill six weeks ago. She hoped to recover in time to race in London but has accepted defeat. "To compete at that level, you need to be in perfect condition," said Hassan, who won the women's race at the 2023 London Marathon. "After the incident, I hoped the injury would settle, but as training progressed it became clear that I wasn't able to prepare at the level I expect from myself. "I have to listen to my body and focus on recovering properly." Hassan, 33, is one of the most decorated long-distance runners in history, having also won gold medals in the 5,000m and 10,000m at the Tokyo Olympics in 2021. With her subsequent success in 2024, the Ethiopia-born athlete became the first woman to win Olympic golds over 5,000m, 10,000m and the marathon. The 2026 edition of the London Marathon takes place on Sunday, 26 April.
Key Points Zimmer Partners, LP initiated a new position: 2,735,400 shares added; estimated trade value $98.61 million (based on quarterly average price) Quarter-end position value rose by $98.61 million, reflecting both share purchases and price movement Transaction represented approximately 2.6% of 13F reportable AUM Post-trade stake: 2,735,400 shares valued at $98.61 million Kinetik position com...
Key Points Zimmer Partners, LP initiated a new position: 2,735,400 shares added; estimated trade value $98.61 million (based on quarterly average price) Quarter-end position value rose by $98.61 million, reflecting both share purchases and price movement Transaction represented approximately 2.6% of 13F reportable AUM Post-trade stake: 2,735,400 shares valued at $98.61 million Kinetik position comprises approximately 2.6% of fund AUM, which places it outside the fund's top five holdings 10 stocks we like better than Kinetik › Kinetik Holdings(NYSE:KNTK)delivers midstream infrastructure and services to oil and gas producers in the Texas Delaware Basin. Zimmer Partners, LP disclosed a new stake in Kinetik Holdings in a February 17, 2026, SEC filing, acquiring 2,735,400 shares in the fourth quarter. The estimated transaction value is $98.61 million, based on quarterly average pricing. What happened According to a recent SEC filing dated February 17, 2026, Zimmer Partners, LP reported acquiring 2,735,400 shares of Kinetik Holdings during the fourth quarter. The estimated transaction value was $98.61 million, based on the quarter's average share price. The quarter-end position value also increased by $98.61 million, reflecting both share purchases and any price movement during the reporting period. What else to know This was a new position for Zimmer Partners, LP, representing 2.6% of its $3.80 billion in 13F reportable AUM as of Dec. 31, 2025. Top holdings after the filing: NYSE:ES: $258.82 million (6.8% of AUM) NYSE:WELL: $207.28 million (5.5% of AUM) NASDAQ:XEL: $202.33 million (5.3% of AUM) NYSE:NI: $161.62 million (4.3% of AUM) NYSE:KGS: $159.76 million (4.2% of AUM) Company Overview Metric Value Price (as of market close 3/20/26) $45.93 Market Capitalization $2.97 billion Revenue (TTM) $1.74 billion Dividend Yield 7.07% Company Snapshot Provides midstream services including gathering, transportation, compression, processing, and treating of natural gas, natural gas...
Artystarty/iStock via Getty Images Cryptocurrency investment products saw $230M in inflows last week, showing a notable weakness from the prior week. Bitcoin ( BTC-USD ) dominated the weekly inflows while attracting $219M. Solana ( SOL-USD ) recorded $17M in inflows, while Ethereum ( ETH-USD ) recorded $27.5M in outflows, ending a three-week streak of inflows, according to a CoinShares report. The...
Artystarty/iStock via Getty Images Cryptocurrency investment products saw $230M in inflows last week, showing a notable weakness from the prior week. Bitcoin ( BTC-USD ) dominated the weekly inflows while attracting $219M. Solana ( SOL-USD ) recorded $17M in inflows, while Ethereum ( ETH-USD ) recorded $27.5M in outflows, ending a three-week streak of inflows, according to a CoinShares report. The slowdown in crypto inflows last week , with the fear index hitting 23 amid the ongoing Iran conflict, may not only be the reason. CoinShares’ head of research, James Butterfill, suggests the market may be reacting to a “hawkish pause” after the US Federal Reserve kept interest rates steady at 3.5–3.75% and projected higher inflation in its Wednesday meeting. Intra-week flows showed this caution, as the week started with a strong $635M in inflows, but after the FOMC meeting, $405M in outflows followed. Until March 20, Bitcoin ( BTC-USD ) ETFs saw $95.18M in net inflows for four straight weeks, while XRP ( XRP-USD ) ETFs recorded net inflows of $0.64M. Regionally, all exchanges reported net inflows, dominated by the U.S. with $153M. Overall, the crypto market is busy, as BTC continues to draw attention, with MicroStrategy-like firms ( MSTR ) purchasing 1,031 BTC for around $76.6M. ETH shows caution, while Solana and XRP are seeing major whale activities. More on Bitcoin USD VanEck Mid-March 2026 Bitcoin ChainCheck Bitcoin Vulnerable: Fed May Signal Higher-For-Longer Bitcoin Morning Strength Bitcoin rises as Trump postpones strikes on Iranian power plants Crypto slides as Iran conflict shakes risk appetite
Sitara Sundar, Head of Alternative Investment Strategy at JPMorgan Private Bank, says alternatives are no longer optional given market volatility. She recommends leaning into inflation-resilient income and real assets like real estate and infrastructure. She speaks to Bloomberg's Matt Miller and Dani Burger on 'Open Interest.' (Source: Bloomberg)
Sitara Sundar, Head of Alternative Investment Strategy at JPMorgan Private Bank, says alternatives are no longer optional given market volatility. She recommends leaning into inflation-resilient income and real assets like real estate and infrastructure. She speaks to Bloomberg's Matt Miller and Dani Burger on 'Open Interest.' (Source: Bloomberg)
Just_Super/iStock via Getty Images Fast Facts About the Angel Oak Income ETF The Angel Oak Income ETF ( CARY ) is an actively managed fund in the Multisector Bond category launched on November 7, 2022. CARY has a trailing 12-month yield of 5.97%, a 30-day SEC yield of 5.32%, a yield to maturity of 6.1%, and a net expense ratio of 0.79%. Distributions are paid monthly. It is a large and liquid ETF,...
Just_Super/iStock via Getty Images Fast Facts About the Angel Oak Income ETF The Angel Oak Income ETF ( CARY ) is an actively managed fund in the Multisector Bond category launched on November 7, 2022. CARY has a trailing 12-month yield of 5.97%, a 30-day SEC yield of 5.32%, a yield to maturity of 6.1%, and a net expense ratio of 0.79%. Distributions are paid monthly. It is a large and liquid ETF, with $1 billion of AUM (assets under management) and an average daily dollar volume of $7.8 million. Angel Oak Capital Advisors is a fixed-income investment management firm with over $22 billion in assets under management, offering ETFs, mutual funds, and private funds focused on high-yield and structured credit strategies. Brookfield Asset Management acquired a majority stake in the company in October 2025. Strategy As described by Angel Oak , the fund employs a top-down approach to identify value opportunities and a bottom-up process to select individual issues. The Fund invests primarily in agency and non-agency residential mortgage-backed securities (“RMBS”), commercial mortgage-backed securities (“CMBS”), collateralized loan obligations (“CLOs”), collateralized debt obligations (“CDOs”), collateralized mortgage obligations (“CMOs”), collateralized bond obligations “CBOs”), asset-backed securities (“ABS”). It includes securities backed by mortgage loans, secured and unsecured consumer loans, credit card receivables, student loans, automobile loans, commercial loans, and corporate debt. The fund may also invest in bank equities, REITs, and Treasuries. The fund seeks to maintain at least 25% of net assets in mortgage-backed securities, at least 10% in Treasuries and agency securities, and maximum limits of: 80% in non-agency RMBS; 50% in ABS; 50% in corporate debt; 25% in CLOs and CDOs. The fund may hold other funds and BDCs, and it can use derivatives for investing and hedging purposes. The turnover rate was 77% in the most recent fiscal year. The CARY Portfolio The fun...
One tech company that has a lot of room to grow due to artificial intelligence (AI) is Amazon (AMZN +2.95%). The tech giant has been involved in AI for years, long before it was a big buzz term on the markets. The company's warehouses have been utilizing AI and robotics to efficiently ship packages, and its online marketplace has utilized next-gen technologies in predicting what a shopper may want...
One tech company that has a lot of room to grow due to artificial intelligence (AI) is Amazon (AMZN +2.95%). The tech giant has been involved in AI for years, long before it was a big buzz term on the markets. The company's warehouses have been utilizing AI and robotics to efficiently ship packages, and its online marketplace has utilized next-gen technologies in predicting what a shopper may want to buy next. Amazon is no stranger to AI, and a huge opportunity it has these days relates to its highly popular cloud platform, Amazon Web Services (AWS). Management recently raised its guidance for just how big that business might be in the future, and it highlights just how terrific a growth stock Amazon is right now. Amazon to generate $600 billion just from AWS AWS is benefiting from a significant uptick in demand due to AI, and that has prompted CEO Andy Jassy to increase his guidance for the business. Previously, Jassy forecasted that AWS would bring in $300 billion in annual revenue in a decade. But now, due to AI-fueled growth, the Amazon boss believes that AWS could be bringing in as much as $600 billion in annual revenue by 2036. Even today, there are just two companies that generate in excess of $600 billion in revenue -- Amazon and Walmart. It's already an exclusive club to begin with, and it highlights just how massive AWS has become for Amazon and how much of a growth machine it is for its business. And by the time 2036 comes around, it's possible that AWS may be generating even more revenue than Jassy expects today, with AI still being in its early innings. Expand NASDAQ : AMZN Amazon Today's Change ( 2.95 %) $ 6.06 Current Price $ 211.43 Key Data Points Market Cap $2.2T Day's Range $ 209.51 - $ 212.80 52wk Range $ 161.38 - $ 258.60 Volume 22M Avg Vol 48M Gross Margin 50.29 % Why Amazon's stock could be a steal right now Amazon's business looks unstoppable. While its growth rate was just 14% in its most recent quarter, there are clearly plenty of growth opp...
Meta Platforms (META +1.52%) stock has been struggling of late. It's underperforming the market, which it also did last year. While the company looks to be a big player in artificial intelligence (AI), the excitement around the stock has cooled off significantly over the past several months. This year, the social media stock is in negative territory, and it is down around 24% from its 52-week high...
Meta Platforms (META +1.52%) stock has been struggling of late. It's underperforming the market, which it also did last year. While the company looks to be a big player in artificial intelligence (AI), the excitement around the stock has cooled off significantly over the past several months. This year, the social media stock is in negative territory, and it is down around 24% from its 52-week high of $796.25. What's wrong with the stock, and is it likely to fall even lower, or could this be a great time to add it to your portfolio? Investors may be growing concerned about Meta's AI spending plans While AI can be a big growth opportunity for tech companies, investors have no doubt become concerned with just how much these businesses are investing in AI. Earlier this year, Meta announced it would be spending between $115 billion and $135 billion on capital expenditures for 2026, as it looks to develop "superintelligence." By comparison, last year, the company's total capital spend was $72 billion. The problem is that investors may be concerned about whether such significant investments will pay off. Meta has, after all, poured billions of dollars into the metaverse, which continues to be a drain on the business. Last year, its Reality Labs division incurred losses totaling more than $19 billion. The company has recently been backing away from its metaverse efforts as it pivots more toward AI, but it's a reminder that the business hasn't always been that careful with its spending in the past, and AI could be a continuation of that. Expand NASDAQ : META Meta Platforms Today's Change ( 1.52 %) $ 9.04 Current Price $ 602.71 Key Data Points Market Cap $1.5T Day's Range $ 599.10 - $ 608.57 52wk Range $ 479.80 - $ 796.25 Volume 687K Avg Vol 14M Gross Margin 82.00 % Dividend Yield 0.35 % Can Meta's stock turn things around this year? Meta's business is fundamentally strong, as the company generated 22% revenue growth last year, and its profit margin was impressive at 30%. Rem...
The "Magnificent Seven" stocks have become synonymous with growth. These companies are the biggest and brightest names in the world, which are known for innovation, and they possess plenty of growth opportunities related to artificial intelligence (AI). And as a result, they are also among the most valuable companies in the world. But so far in 2026, the group hasn't been doing all that well. The ...
The "Magnificent Seven" stocks have become synonymous with growth. These companies are the biggest and brightest names in the world, which are known for innovation, and they possess plenty of growth opportunities related to artificial intelligence (AI). And as a result, they are also among the most valuable companies in the world. But so far in 2026, the group hasn't been doing all that well. The Roundhill Magnificent Seven ETF, which gives investors exposure to the Magnificent Seven stocks, is down 12% thus far. Last year, it generated returns of more than 21% and widely outperformed the S&P 500, which was up by 16%. This time around, it's underperforming the broad index. One particular Magnificent Seven stock that has been doing poorly of late is Microsoft (MSFT +0.29%). Entering this week, it has declined by 21% since the start of the year. Here's why it might be a steal of a deal. Investors may be underestimating Microsoft's potential While there has generally been excitement around AI and how the big tech stocks might benefit from it, Microsoft has arguably been a bit of a laggard in this space. Its Copilot assistant has been helping the business grow, but there have been doubts about just how transformative it may be for its operations, with there being no shortage of reports of Copilot being a disappointment for customers. However, the company has been growing its business thanks to AI. In its most recent quarter, its revenue for the last three months of 2025 rose by 17%, totaling $81.3 billion. CEO Satya Nadella says that the company is "only at the beginning phases of AI diffusion and already Microsoft has built an AI business that is larger than some of our biggest franchises." It has many strong-performing segments, including Microsoft Cloud, Microsoft 365 (consumer), and Azure, which generated year-over-year growth in excess of 20% in its most recent quarter. And those are areas of its business that may continue to benefit from AI opportunities in the fu...
Key Points Amazon Web Services (AWS) has been a key growth area for Amazon in recent years. CEO Andy Jassy recently hiked his forecast for AWS due to opportunities related to artificial intelligence (AI). 10 stocks we like better than Amazon › One tech company that has a lot of room to grow due to artificial intelligence (AI) is Amazon (NASDAQ: AMZN). The tech giant has been involved in AI for yea...
Key Points Amazon Web Services (AWS) has been a key growth area for Amazon in recent years. CEO Andy Jassy recently hiked his forecast for AWS due to opportunities related to artificial intelligence (AI). 10 stocks we like better than Amazon › One tech company that has a lot of room to grow due to artificial intelligence (AI) is Amazon (NASDAQ: AMZN). The tech giant has been involved in AI for years, long before it was a big buzz term on the markets. The company's warehouses have been utilizing AI and robotics to efficiently ship packages, and its online marketplace has utilized next-gen technologies in predicting what a shopper may want to buy next. Amazon is no stranger to AI, and a huge opportunity it has these days relates to its highly popular cloud platform, Amazon Web Services (AWS). Management recently raised its guidance for just how big that business might be in the future, and it highlights just how terrific a growth stock Amazon is right now. 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 » Amazon to generate $600 billion just from AWS AWS is benefiting from a significant uptick in demand due to AI, and that has prompted CEO Andy Jassy to increase his guidance for the business. Previously, Jassy forecasted that AWS would bring in $300 billion in annual revenue in a decade. But now, due to AI-fueled growth, the Amazon boss believes that AWS could be bringing in as much as $600 billion in annual revenue by 2036. Even today, there are just two companies that generate in excess of $600 billion in revenue -- Amazon and Walmart. It's already an exclusive club to begin with, and it highlights just how massive AWS has become for Amazon and how much of a growth machine it is for its business. And by the time 2036 comes around, it's possible that AWS may be generating even more revenue than Jassy...
Key Points Microsoft generated strong growth in excess of 20% in multiple segments in its most recent quarter. The stock has struggled due to widespread bearishness in the tech sector. Investors may be underestimating its Copilot assistant and the company's growth opportunities. 10 stocks we like better than Microsoft › The "Magnificent Seven" stocks have become synonymous with growth. These compa...
Key Points Microsoft generated strong growth in excess of 20% in multiple segments in its most recent quarter. The stock has struggled due to widespread bearishness in the tech sector. Investors may be underestimating its Copilot assistant and the company's growth opportunities. 10 stocks we like better than Microsoft › The "Magnificent Seven" stocks have become synonymous with growth. These companies are the biggest and brightest names in the world, which are known for innovation, and they possess plenty of growth opportunities related to artificial intelligence (AI). And as a result, they are also among the most valuable companies in the world. But so far in 2026, the group hasn't been doing all that well. The Roundhill Magnificent Seven ETF, which gives investors exposure to the Magnificent Seven stocks, is down 12% thus far. Last year, it generated returns of more than 21% and widely outperformed the S&P 500, which was up by 16%. This time around, it's underperforming the broad index. 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 » One particular Magnificent Seven stock that has been doing poorly of late is Microsoft (NASDAQ: MSFT). Entering this week, it has declined by 21% since the start of the year. Here's why it might be a steal of a deal. Investors may be underestimating Microsoft's potential While there has generally been excitement around AI and how the big tech stocks might benefit from it, Microsoft has arguably been a bit of a laggard in this space. Its Copilot assistant has been helping the business grow, but there have been doubts about just how transformative it may be for its operations, with there being no shortage of reports of Copilot being a disappointment for customers. However, the company has been growing its business thanks to AI. In its most recent quarter, its revenue ...
Key Points A 401(k) match is often a percentage of your income. A $1,000 match invested for 40 years could be worth more than $45,000. If you can't claim your entire 401(k) match, consider claiming a part of it. The $23,760 Social Security bonus most retirees completely overlook › If your goal is to retire comfortably, one of the best moves you can make this year is to claim your entire 401(k) mat...
Key Points A 401(k) match is often a percentage of your income. A $1,000 match invested for 40 years could be worth more than $45,000. If you can't claim your entire 401(k) match, consider claiming a part of it. The $23,760 Social Security bonus most retirees completely overlook › If your goal is to retire comfortably, one of the best moves you can make this year is to claim your entire 401(k) match, or as much of it as possible. This could be worth thousands of dollars today, which is already a pretty nice bonus. But that's just the beginning. You'll invest that money, and it might sit in your 401(k) for decades before you take it out again. That can turn even a small $1,000 sum into something much bigger. 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 » How much could your 401(k) match be worth by retirement? Your 401(k) match is usually a percentage of your income. For example, if you qualify for a 3% dollar-for-dollar match and you make at least $33,000 per year, you'd qualify for a $1,000 employer match. However, that money is only yours if you put $1,000 into your 401(k) first. That can feel like a stretch if you don't have much cash to spare. But it could be a worthwhile investment. By claiming that $1,000 employer match, you're getting a 100% return on your investment (your $1,000 contribution turns into $2,000 with your employer's $1,000 match). And that doesn't factor in the investment earnings you'll accumulate between now and retirement. No one can predict how well their investments will perform over the long run, but the stock market's average annual return over the long term is 10%. If we use this as our baseline for how quickly your $1,000 401(k) match could grow, we get the following results: Time Invested How Much Your $1,000 Match Could Be Worth 5 years $1,611 10 years $2,594 15 y...
Key Points The company is spending aggressively on artificial intelligence (AI), and that may have investors worried. Meta has spent heavily on growth initiatives in the past that haven't paid off. The stock is fairly valued, however, when compared to the S&P 500. 10 stocks we like better than Meta Platforms › Meta Platforms (NASDAQ: META) stock has been struggling of late. It's underperforming th...
Key Points The company is spending aggressively on artificial intelligence (AI), and that may have investors worried. Meta has spent heavily on growth initiatives in the past that haven't paid off. The stock is fairly valued, however, when compared to the S&P 500. 10 stocks we like better than Meta Platforms › Meta Platforms (NASDAQ: META) stock has been struggling of late. It's underperforming the market, which it also did last year. While the company looks to be a big player in artificial intelligence (AI), the excitement around the stock has cooled off significantly over the past several months. This year, the social media stock is in negative territory, and it is down around 24% from its 52-week high of $796.25. What's wrong with the stock, and is it likely to fall even lower, or could this be a great time to add it to your portfolio? 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 » Investors may be growing concerned about Meta's AI spending plans While AI can be a big growth opportunity for tech companies, investors have no doubt become concerned with just how much these businesses are investing in AI. Earlier this year, Meta announced it would be spending between $115 billion and $135 billion on capital expenditures for 2026, as it looks to develop "superintelligence." By comparison, last year, the company's total capital spend was $72 billion. The problem is that investors may be concerned about whether such significant investments will pay off. Meta has, after all, poured billions of dollars into the metaverse, which continues to be a drain on the business. Last year, its Reality Labs division incurred losses totaling more than $19 billion. The company has recently been backing away from its metaverse efforts as it pivots more toward AI, but it's a reminder that the business hasn't always b...
Trump Says No DHS Funding Without SAVE Act; Deploys ICE To Snarled Airports Federal immigration agents on Monday showed up to several major airports to help TSA agents manage long lines amid a showdown over funding for the Department of Homeland Security, which oversees the Transportation Security Administration. The move comes after President Trump floated the idea over the weekend, which was ech...
Trump Says No DHS Funding Without SAVE Act; Deploys ICE To Snarled Airports Federal immigration agents on Monday showed up to several major airports to help TSA agents manage long lines amid a showdown over funding for the Department of Homeland Security, which oversees the Transportation Security Administration. The move comes after President Trump floated the idea over the weekend, which was echoed by border czar Tom Homan in a Sunday CNN interview. "President Trump is using every tool available to help American travelers who are facing hours-long lines at airports across the country—especially during this spring break and holiday season that is very important for many American families," Acting DHS Assistant Secretary Lauren Bis told The Epoch Times , confirming that hundreds of ICE officers were being deployed to help manage the long lines. Meanwhile, President Trump on Sunday said that Congress should not pass DHS funding until Democrats get on board with the SAVE Act , which requires proof of citizenship when registering to vote. As the Epoch Times notes further, in an evening post on Truth Social, the president said that Republicans in Congress should not make “any deal” with Democrats over funding DHS until the SAVE America Act is passed with Democratic support. DHS has remained unfunded since Feb. 13, leading to some Transportation Security Administration (TSA) shortfalls at major U.S. airports. The passage of the SAVE America Act, Trump stated on social media, is “far more important than anything else” on the Senate’s agenda, including funding for DHS. Earlier this month, Trump said he wouldn’t sign any other measure passed until Congress approves the voting bill. The measure also should include “their approval of Voter I.D., (with picture!), Citizenship to Vote, No Mail-In Voting (with exceptions), All Paper Ballots, No Men In Women’s Sports, and No Transgender mutilization of our precious children,” Trump wrote. The bill currently lacks the 60 votes need...
On February 17, 2026, Sessa Capital disclosed a major buy of Sotera Health (SHC +2.78%), adding 10,630,381 shares in an estimated $175.80 million trade based on quarterly average pricing. What happened According to a filing with the Securities and Exchange Commission dated February 17, 2026, Sessa Capital purchased 10,630,381 additional shares of Sotera Health in the fourth quarter. The estimated ...
On February 17, 2026, Sessa Capital disclosed a major buy of Sotera Health (SHC +2.78%), adding 10,630,381 shares in an estimated $175.80 million trade based on quarterly average pricing. What happened According to a filing with the Securities and Exchange Commission dated February 17, 2026, Sessa Capital purchased 10,630,381 additional shares of Sotera Health in the fourth quarter. The estimated transaction value is $175.80 million, calculated using the average closing price for the quarter. The fund’s quarter-end position value in Sotera Health rose by $206.47 million, a figure reflecting both trading activity and stock price movement. What else to know The post-trade stake represents close to 7% of Sessa Capital’s 13F reportable assets under management. Top holdings after the filing: NASDAQ: WBD: $1.31 billion (26.1% of AUM) NYSE: HUM: $593.94 million (11.8% of AUM) NASDAQ: ILMN: $446.48 million (8.9% of AUM) NYSE:PCG: $394.97 million (7.9% of AUM) NYSE:COF: $377.65 millino (7.5% of AUM) As of Monday, SHC shares were priced at $13.99, up 18% over the past year and slightly outperforming the S&P 500’s roughly 15% gain in the same period as a result. Company overview Metric Value Price (as of Monday) $13.99 Market capitalization $4.0 billion Revenue (TTM) $1.2 billion Net income (TTM) $77.9 million Company snapshot Sotera Health offers sterilization services (gamma, electron beam, and EO processing), laboratory testing, and advisory solutions for medical device, pharmaceutical, and related industries. The firm serves medical device manufacturers, pharmaceutical companies, and food/agricultural product providers globally. It maintains a global footprint with a diversified revenue base and high customer retention. Sotera Health is a leading provider of sterilization and lab testing services, supporting critical supply chains in healthcare and life sciences. With specialized technology and regulatory expertise, it maintains recurring revenue streams and serves as a ke...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Silicon Motion Technology (NasdaqGS:SIMO) announced new enterprise SSD controllers at NVIDIA GTC 2026. The company showcased purpose built storage solutions for AI infrastructure, including secure boot options for hyperscale and enterprise data centers. The new controllers are designe...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Silicon Motion Technology (NasdaqGS:SIMO) announced new enterprise SSD controllers at NVIDIA GTC 2026. The company showcased purpose built storage solutions for AI infrastructure, including secure boot options for hyperscale and enterprise data centers. The new controllers are designed for power efficiency, security, and high performance, with adoption by industry partners highlighted at the event. For readers following storage and AI hardware, Silicon Motion sits at the intersection of flash controllers and data intensive workloads. As AI models and data center deployments grow more complex, attention is shifting to how quickly and reliably data can be fed to GPUs and accelerators. This makes controller design, firmware capabilities, and power management central to how storage fits into large scale AI infrastructure. The latest announcements from NasdaqGS:SIMO speak directly to those requirements, particularly for hyperscale buyers evaluating total cost of ownership, performance per watt, and security features such as secure boot. Investors tracking the AI supply chain may want to observe how these new controllers are designed into enterprise SSDs and how partnerships around these platforms develop over time. Stay updated on the most important news stories for Silicon Motion Technology by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Silicon Motion Technology. NasdaqGS:SIMO Earnings & Revenue Growth as at Mar 2026 We've flagged 2 risks for Silicon Motion Technology. See which could impact your investment. Quick Assessment ✅ Price vs Analyst Target : At US$123.76 vs a consensus target of US$157.20, the price is about 21% below where analysts sit. ❌ Simply Wall St Valuation : Shares are trading 57.3% above the platform's estimated fair value, flagging a rich valuation. ❌ Recent Momentum: Th...