Representative Cleo Fields (D-Louisiana) recently bought shares of Meta Platforms, Inc. NASDAQ: META. In a filing disclosed on February 03rd, the Representative disclosed that they had bought between $50,001 and $100,000 in Meta Platforms stock on January 20th. The trade occurred in the Representative's "MORGAN STANLEY - E*TRADE #2" account. Get Meta Platforms alerts: Sign Up Representative Cleo F...
Representative Cleo Fields (D-Louisiana) recently bought shares of Meta Platforms, Inc. NASDAQ: META. In a filing disclosed on February 03rd, the Representative disclosed that they had bought between $50,001 and $100,000 in Meta Platforms stock on January 20th. The trade occurred in the Representative's "MORGAN STANLEY - E*TRADE #2" account. Get Meta Platforms alerts: Sign Up Representative Cleo Fields also recently made the following trade(s): Purchased $50,001 - $100,000 in shares of IREN NASDAQ: IREN on 1/20/2026. on 1/20/2026. Purchased $50,001 - $100,000 in shares of Netflix NASDAQ: NFLX on 1/20/2026. on 1/20/2026. Purchased $100,001 - $250,000 in shares of Alphabet NASDAQ: GOOG on 1/20/2026. on 1/20/2026. Purchased $1,001 - $15,000 in shares of Alphabet NASDAQ: GOOG on 1/12/2026. on 1/12/2026. Purchased $1,001 - $15,000 in shares of Taiwan Semiconductor Manufacturing NYSE: TSM on 1/8/2026. on 1/8/2026. Purchased $50,001 - $100,000 in shares of Alphabet NASDAQ: GOOGL on 12/26/2025. on 12/26/2025. Sold $50,001 - $100,000 in shares of IREN NASDAQ: IREN on 12/26/2025. on 12/26/2025. Sold $1,001 - $15,000 in shares of Opendoor Technologies NASDAQ: OPEN on 12/26/2025. on 12/26/2025. Purchased $15,001 - $50,000 in shares of Alphabet NASDAQ: GOOGL on 12/15/2025. on 12/15/2025. Sold $1,001 - $15,000 in shares of SoundHound AI NASDAQ: SOUN on 12/15/2025. Meta Platforms Stock Performance Meta Platforms stock opened at $668.99 on Thursday. Meta Platforms, Inc. has a twelve month low of $479.80 and a twelve month high of $796.25. The company has a quick ratio of 2.60, a current ratio of 2.60 and a debt-to-equity ratio of 0.27. The company has a market capitalization of $1.69 trillion, a P/E ratio of 28.47, a PEG ratio of 1.18 and a beta of 1.28. The stock's 50 day moving average is $655.74 and its 200 day moving average is $695.72. Meta Platforms (NASDAQ:META - Get Free Report) last released its earnings results on Wednesday, January 28th. The social networking company rep...
In this article TTE-FR BP.-GB EQNR-NO SHEL-GB Follow your favorite stocks CREATE FREE ACCOUNT The Shell petrol station is at 106 Old Brompton Road in the Royal Borough of Kensington and Chelsea, London, England, United Kingdom, on December 25, 2025. Nurphoto | Nurphoto | Getty Images British oil major Shell on Thursday reported weaker-than-expected fourth-quarter profit amid lower crude prices. Sh...
In this article TTE-FR BP.-GB EQNR-NO SHEL-GB Follow your favorite stocks CREATE FREE ACCOUNT The Shell petrol station is at 106 Old Brompton Road in the Royal Borough of Kensington and Chelsea, London, England, United Kingdom, on December 25, 2025. Nurphoto | Nurphoto | Getty Images British oil major Shell on Thursday reported weaker-than-expected fourth-quarter profit amid lower crude prices. Shell posted adjusted earnings of $3.26 billion for the quarter, missing analyst expectations of $3.53 billion, according to an LSEG-compiled consensus. A separate, company-provided analyst forecast had put Shell's expected fourth-quarter profit at $3.51 billion. The London-headquartered firm reported profit of $3.66 billion over the same period last year and $5.4 billion in the July-September period. For the full-year 2025, Shell posted weaker-than-expected adjusted earnings of $18.5 billion, compared to annual profit of $23.72 billion a year earlier. "2025 was a year of accelerated momentum, with strong operational and financial performance across Shell," Shell CEO Wael Sawan said in a statement. The company announced a 4% increase in its dividend to $0.372 per share and a $3.5 billion share buyback program, a move that marks the 17th consecutive quarter of $3 billion or more in buybacks. Net debt came in at $45.7 billion at the end of last year, with gearing at 20.7%. This reflects an increase from net debt of $41.2 billion and gearing of 18.8% at the end of the third quarter. The results come as lower oil prices force European energy majors to confront some tough choices . A challenging market environment, along with expectations for a particularly weak earnings season, had been expected to put the industry's shareholder payouts at risk. Norway's Equinor was the first mover in this sense. The state-backed energy company announced hefty cuts to share buybacks on Wednesday after posting a 22% drop in fourth-quarter profit. Equinor said it would reduce share buybacks to $1.5...
FUJIFILM Holdings press release ( FUJIY ): nine-month ended Dec 2025 GAAP EPS of ¥160.34. Revenue of ¥2.43T (+4.3% Y/Y). More on FUJIFILM Holdings Fujifilm: Diversified Exposure To AI Through Chips, Software, And Healthcare Seeking Alpha’s Quant Rating on FUJIFILM Holdings Historical earnings data for FUJIFILM Holdings Dividend scorecard for FUJIFILM Holdings Financial information for FUJIFILM Hol...
FUJIFILM Holdings press release ( FUJIY ): nine-month ended Dec 2025 GAAP EPS of ¥160.34. Revenue of ¥2.43T (+4.3% Y/Y). More on FUJIFILM Holdings Fujifilm: Diversified Exposure To AI Through Chips, Software, And Healthcare Seeking Alpha’s Quant Rating on FUJIFILM Holdings Historical earnings data for FUJIFILM Holdings Dividend scorecard for FUJIFILM Holdings Financial information for FUJIFILM Holdings
Advanced Micro Devices (AMD) suffered a brutal sell-off on Wednesday, with shares plunging 17.31% after the company’s latest earnings report reignited concerns about the pace and visibility of its artificial intelligence roadmap. Advanced Micro Devices, Inc. (AMD) closed at $200.19, down $41.92, prompting investors to reassess whether the sell-off presents a buying opportunity. Despite delivering ...
Advanced Micro Devices (AMD) suffered a brutal sell-off on Wednesday, with shares plunging 17.31% after the company’s latest earnings report reignited concerns about the pace and visibility of its artificial intelligence roadmap. Advanced Micro Devices, Inc. (AMD) closed at $200.19, down $41.92, prompting investors to reassess whether the sell-off presents a buying opportunity. Despite delivering record financial results, investors focused sharply on forward guidance, competitive pressure from NVIDIA (NVDA), and a strategic pivot toward the second half of the year that many viewed as risky. AMD reported Q4 non-GAAP earnings per share of $1.53, capping a strong fiscal year in which total revenue reached $34.6 billion for FY 2025. Data center revenue remained a standout, supported by continued adoption of EPYC server CPUs and growing traction for the Instinct MI300 AI accelerators. Yet the market reaction underscored a familiar theme: in the current cycle, execution alone is not enough; AI leadership and near-term acceleration matter more. Nevertheless, commenting on the earnings report, Dr Lisa Su, AMD chair and CEO, stated, “2025 was a defining year for AMD, with record revenue and earnings driven by strong execution and broad-based demand for our high-performance and AI platforms.” AI Expectations Clash With Timing Reality Much of the disappointment stemmed from AMD’s AI outlook. While management reiterated confidence in long-term demand for Generative AI, near-term commentary suggested that the most meaningful revenue inflection would occur later in the year, tied to a broader H2 “Helios” platform transition. AMD provided an early look at its “Helios” rack-scale platform at CES 2026, positioning it as a blueprint for yotta-scale AI infrastructure built on AMD Instinct MI455X GPUs and AMD EPYC “Venice” CPUs optimized for advanced AI workloads. Investors had positioned for a faster ramp, particularly as NVIDIA continues to set the benchmark for AI GPU monetization. ...
Our multi-factor assessment suggests that it may be time to reduce exposure to GOOG stock. We are primarily concerned current valuation and a price of $299 may not be out of reach. We believe there is not much to fear in GOOG stock given its overall Strong operating performance and financial condition. But given its Very High valuation, the stock appears Relatively Expensive. Below is our assessme...
Our multi-factor assessment suggests that it may be time to reduce exposure to GOOG stock. We are primarily concerned current valuation and a price of $299 may not be out of reach. We believe there is not much to fear in GOOG stock given its overall Strong operating performance and financial condition. But given its Very High valuation, the stock appears Relatively Expensive. Below is our assessment: CONCLUSION What you pay: Valuation Very High What you get: Growth Strong Profitability Very Strong Financial Stability Very Strong Downturn Resilience Moderate Operating Performance Strong Stock Opinion Relatively Expensive We know that clients love their favorite stocks, but single-stock risk can undo years of gains. Savvy financial advisors diversify intelligently – learn how our Boston-based wealth management partner can help. Let’s get into details of each of the assessed factors but before that, for quick background: With $3.4 Tril in market cap, Alphabet provides digital products and services like ads, Android, Chrome, Gmail, Maps, YouTube, cloud computing, and health technology through diverse business segments. [1] Valuation Looks Very High GOOG S&P 500 Price-to-Sales Ratio 8.8 3.3 Price-to-Earnings Ratio 27.3 24.6 Price-to-Free Cash Flow Ratio 46.1 21.6 This table highlights how GOOG is valued vs broader market. For more details see: GOOG Valuation Ratios [2] Growth Is Strong Alphabet has seen its top line grow at an average rate of 11.0% over the last 3 years over the last 3 years Its revenues have grown 13% from $340 Bil to $385 Bil in the last 12 months from $340 Bil to $385 Bil in the last 12 months Also, its quarterly revenues grew 15.9% to $102 Bil in the most recent quarter from $88 Bil a year ago. GOOG S&P 500 3-Year Average 11.0% 5.6% Latest Twelve Months* 13.4% 6.4% Most Recent Quarter (YoY)* 15.9% 7.4% This table highlights how GOOG is growing vs broader market. For more details see: GOOG Revenue Comparison [3] Profitability Appears Very Strong GOOG ...
(RTTNews) - Nordex SE (NDX1.DE, NRDXF.PK), a wind turbine manufacturer, on Thursday said it has received an order from Bürgerwindpark BHU Betriebs GmbH & Co. KG to supply eight N163/6.X wind turbines for the Bosbüll Holm Uphusum community wind farm in Schleswig-Holstein, Germany. Installation of the turbines is scheduled for early 2027, with commissioning expected to be completed by fall 2027. The...
(RTTNews) - Nordex SE (NDX1.DE, NRDXF.PK), a wind turbine manufacturer, on Thursday said it has received an order from Bürgerwindpark BHU Betriebs GmbH & Co. KG to supply eight N163/6.X wind turbines for the Bosbüll Holm Uphusum community wind farm in Schleswig-Holstein, Germany. Installation of the turbines is scheduled for early 2027, with commissioning expected to be completed by fall 2027. The project is located across three villages in the North Frisia region and will have a total installed capacity of 56 MW. The company will deliver the turbines on 118-meter tubular steel towers and provide a 20-year Premium Service agreement to ensure high long-term technical availability. Bürgerwindpark BHU, headquartered in Bosbüll, will operate the turbines in 7 MW mode to maximize energy generation at the high-wind site and fully utilize the region's strong wind conditions. On Wednesday, Nordex SE closed trading 3.21% lesser at EUR 33.80 on the XETRA. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Janina Steinmetz/DigitalVision via Getty Images Winnebago Industries, Inc. ( WGO ) engages primarily in the manufacturing and marketing of recreational vehicles and motorboats internationally. I started covering the firm back in June 2024, with an initial bearish rating , which was driven by declining sales, deteriorating profitability metrics, and an unattractive valuation. Analysis history (Auth...
Janina Steinmetz/DigitalVision via Getty Images Winnebago Industries, Inc. ( WGO ) engages primarily in the manufacturing and marketing of recreational vehicles and motorboats internationally. I started covering the firm back in June 2024, with an initial bearish rating , which was driven by declining sales, deteriorating profitability metrics, and an unattractive valuation. Analysis history (Author) Since then, the firm lost roughly 11% of its market value, significantly underperforming the broader market ( SPY ), despite the strong improvement of the share price in the fourth quarter of 2025. Data by YCharts The aim of this article today is to take a look at the latest quarterly earnings report, and assess whether the fundamentals have improved enough to justify a rating upgrade or not. Valuation and the current macroeconomic environment - especially the level of consumer confidence—will also be discussed alongside the earnings figures. Earnings results Sales Winnebago's sales and net income increased meaningfully in the prior quarter year-over-year. Net revenues grew by as much as 12%. This growth was mainly driven by the favorable product mix and targeted price increases, partially offset by discounting. Income statement (Winnebago) When breaking down the revenue by product type, we can see that the growth was balanced and each segment contributed meaningfully to the growth. The towable RV segment grew by 16%, and with this it remained the second largest segment of the firm. Motorhome RV - the largest segment of the firm - revenue increased by also 16%, while the smallest segment - marine, grew only by 2%. Sales by segment (Winnebago) Let us now look at the two largest segments individually - namely towable RV and motorhome RV. The main growth drivers for the towable RV segments were the: higher unit volume - indicating higher demand—and selective price increases. These were, however, partially offset by shifting consumer preferences towards lower-end, cheaper m...
Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Buzzing AI Stocks on Market Radar. On February 3, Piper Sandler analyst Billy Fitzsimmons reiterated an Overweight rating on the stock with a $600.00 price target. The firm sees Microsoft as a top AI play, highlighting positive sentiment on Azure and Copilot. It mentioned that it prefers hyperscalers and select vertical software names in the cur...
Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Buzzing AI Stocks on Market Radar. On February 3, Piper Sandler analyst Billy Fitzsimmons reiterated an Overweight rating on the stock with a $600.00 price target. The firm sees Microsoft as a top AI play, highlighting positive sentiment on Azure and Copilot. It mentioned that it prefers hyperscalers and select vertical software names in the current backdrop. Microsoft and ServiceTitan serve as its top picks within the group. In particular, Piper Sandler views MSFT as one of the most compelling pure-play beneficiaries of enterprise AI adoption today. Feedback from the respondents to the firm’s CIO survey from the second half of 2025 show a modest incrementally positive activity for both Azure and Copilot. Amid this backdrop, we like the hyperscalers and select vertical software names. Our top picks are MSFT and TTAN as a result. We see Microsoft as perhaps the best pure-play on AI adoption today. Respondents to our 2H25 CIO survey were incrementally positive on both Azure and Copilot activity. We would be buyers on the pullback post-F2Q26 results. Microsoft Corporation (NASDAQ:MSFT) provides AI-powered cloud, productivity, and business solutions, focusing on efficiency, security, and AI advancements. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Buzzing AI Stocks on Market Radar. On February 3, Morgan Stanley reiterated Nvidia and Broadcom as “Overweight.” The firm is sticking with both stocks, slightly favoring Nvidia due to a lower AI valuation multiple. We prefer NVDA at the margin – materially lower P/E multiple on the AI component – but we are positive on both at this level, this is n...
NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Buzzing AI Stocks on Market Radar. On February 3, Morgan Stanley reiterated Nvidia and Broadcom as “Overweight.” The firm is sticking with both stocks, slightly favoring Nvidia due to a lower AI valuation multiple. We prefer NVDA at the margin – materially lower P/E multiple on the AI component – but we are positive on both at this level, this is not zero sum. … .We have been somewhat surprised at AVGO’ s underperformance YTD after a weak close to 2025, and similar to NVIDIA, one of our biggest FAQs so far this year has been on what the cause of that underperformance is, and how those overhangs can be resolved positively or negatively in 2026. Analysts on Wall Street have a consensus “Buy” rating on the stock. The average price target of $250 implies a 38.6% upside; however, the Street-high target of $432 implies an upside of 139.98%. Photo by Javier Esteban on Unsplash NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This article is originally published at Insider Monkey.
German factory orders unexpectedly rose at the fastest pace in two years, supporting expectations of a recovery in the key manufacturing sector. Demand increased 7.8% in December, the statistics office said Thursday. Even without large-scale orders, the gauge would have improved 0.9%. The fifth monthly gain defied the median estimate in a Bloomberg poll, where economists had predicted a 2.2% decli...
German factory orders unexpectedly rose at the fastest pace in two years, supporting expectations of a recovery in the key manufacturing sector. Demand increased 7.8% in December, the statistics office said Thursday. Even without large-scale orders, the gauge would have improved 0.9%. The fifth monthly gain defied the median estimate in a Bloomberg poll, where economists had predicted a 2.2% decline. A rebound in industrial activity is seen as crucial for a sustainable recovery in Europe’s largest economy, which only narrowly avoided a triple-dip recession in 2025. Chancellor Friedrich Merz , who’s made reviving growth a priority for his ruling coalition, called this “unsatisfactory.” The government predicts gross domestic product will rise 1% this year, mainly thanks to a jump in outlays on infrastructure and defense. The Bundesbank and some analysts are even more optimistic, with Deutsche Bank forecasting 1.5% growth. Some support is also expected from lagged effects of previous European Central Bank interest-rate cuts. Officials in Frankfurt will conclude their first policy meeting of 2026 later today, with no change in borrowing costs likely. Risks for Germany’s economy remain, however — including jolts in US President Donald Trump ’s trade stance and fiercer competition from China. On top of that, the country is still suffering from longer-standing structural issues like excessive red tape and a lack of skilled workers. Bundesbank President Joachim Nagel and many economists are calling on Merz to deliver on promises to slash bureaucracy and boost competitiveness. Domestic demand was primarily responsible for the jump in factory orders, the Economy Ministry said in a statement. “For several months now, large domestic orders — particularly in connection with public procurement as part of the modernization of the German armed forces and orders under the Special Fund for Infrastructure and Climate Neutrality — have been causing fluctuations in monthly orders,” it s...
Oracle Corporation (NYSE:ORCL) is one of the 10 Buzzing AI Stocks on Market Radar. On February 3, Scotiabank analyst Pat Colville lowered the price target on the stock $220 (from $260), maintaining a “Sector Outperform” rating. Despite some bottlenecks, the firm has expressed its confidence in Oracle’s GPUaaS strength and capital access. The firm highlighted Oracle’s recent $45-50 billion capital ...
Oracle Corporation (NYSE:ORCL) is one of the 10 Buzzing AI Stocks on Market Radar. On February 3, Scotiabank analyst Pat Colville lowered the price target on the stock $220 (from $260), maintaining a “Sector Outperform” rating. Despite some bottlenecks, the firm has expressed its confidence in Oracle’s GPUaaS strength and capital access. The firm highlighted Oracle’s recent $45-50 billion capital plan, which it believes will help remove some investor concerns about the company’s massive Oracle Cloud Infrastructure (OCI) buildout. We shift down our EPS by 0.6% / 2.5% in F26E and F27E. Our analysis points to this capital giving Oracle runway through early F28, nonetheless lingering medium-term financing questions remain. Several factors are needed for Oracle shares to perform better, Scotiabank noted, which includes execution on five large-scale data center projects currently under construction, confidence in OpenAI’s ability to meet its Oracle commitments, and whether OpenAI can show meaningful progress on a new foundation model. The firm said that it likes Oracle’s positioning due to its technical expertise, capital raising ability, and independence from competing with its AI customers. Many Oracle observers ‘want to see it to believe it,’ but we like Oracle’s positioning given its technical expertise in GPU-as-a-service, incredible ability to raise capital, and independence from competing with its AI customers. Oracle is in a tidy 4th spot in AI Accelerated Cloud, see pg 3–4, and well placed to capitalize on the supernova of demand for NeoCloud. We like the risk/reward. Oracle Corporation (NYSE:ORCL) is a database management and cloud service provider. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report o...
Please turn on JavaScript to use this feature Please turn on JavaScript to use this feature We forecast inflation will drop to 1.8% in April before hovering at the 2% target through the spring and summer. What’s more, we think roughly 0.8 percentage points of the decline from December’s reading is virtually locked in – an artefact of regulated price changes and tax changes. As such, James Smith, I...
Please turn on JavaScript to use this feature Please turn on JavaScript to use this feature We forecast inflation will drop to 1.8% in April before hovering at the 2% target through the spring and summer. What’s more, we think roughly 0.8 percentage points of the decline from December’s reading is virtually locked in – an artefact of regulated price changes and tax changes. As such, James Smith, ING’s developed markets economist, expects rate cuts in March and June. They expect food inflation to slow, and for energy bills to drop in April when regulator Ofgem next sets the price cap. A smaller rise in water bills, and a slowdown in rental growth, should also ease the cost of living squeeze. ING estimate that headline inflation will fall to 1.8% in April from 3.4% in December – crucially, that would take the consumer prices index below the Bank’s 2% target. Analysts at ING have predicted that UK inflation will tumble this spring, allowing the Bank of England to lower interest rates twice by the summer. 9m ago 07.05 GMT Introduction: Bank of England and ECB rate decisions today Good morning, and welcome to our rolling coverage of business, the financial markets and the world economy. Interest rates on both sides of the channel are likely to be left on hold today, but relief may be coming for UK borrowers within months. Both the Bank of England (BoE) and the European Central Bank (ECB) are expected to maintain their respective interest rates unchanged today. UK interest rates are currently 3.75%, and the rise in inflation in December to 3.4% makes it implausible that many BoE policymakers will vote to cut interest rates. The City money markets indicate there is just a 5% chance that the BoE lowers interest rates to 3.5%, and a 95% likelihood that we get ‘no change’ at noon today. Economists also predict seven policymakers will vote for a hold, with just two dovish members (Swati Dhingra and Alan Taylor) expected to vote for a cut. But looking further ahead, almost two ...