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President Donald Trump sits at his desk, behind a hat that reads "America is back" at the White House in Washington, Feb. 3, 2026. Evelyn Hockstein | Reuters President Donald Trump on Tuesday said "the federal government should get involved" in elections in states that are unable to "legally and honestly" administer them on their own. If they can't, then "somebody else should take over," Trump sai...
President Donald Trump sits at his desk, behind a hat that reads "America is back" at the White House in Washington, Feb. 3, 2026. Evelyn Hockstein | Reuters President Donald Trump on Tuesday said "the federal government should get involved" in elections in states that are unable to "legally and honestly" administer them on their own. If they can't, then "somebody else should take over," Trump said in the Oval Office after he signed a bill to fund the federal government. The comments show Trump is not backing off his recent suggestion that Republicans should "nationalize" elections, even as Democrats raise concerns that the administration may try to interfere in the upcoming midterms. "If a state can't run an election, I think the people behind me should do something about it," Trump said in the Oval Office, referring to the handful of Republican lawmakers standing around him. He had been asked what he meant when, in a podcast interview released Monday, he called on members of the Republican Party to "take over the voting." "The Republicans should say, 'We want to take over. We should take over the voting, the voting in at least many — 15 places ... the Republicans ought to nationalize the voting,'" Trump said in that interview with former deputy FBI director Dan Bongino. Read more CNBC politics coverage Trump: If states can't run elections 'honestly,' then 'somebody else should take over' Trump signs bill ending federal government shutdown Sen. Warner calls Gabbard to testify over GA election raid, Trump call Trump: Powell probe over Fed HQ renovation should continue Trump pardon attorney Ed Martin reportedly sidelined from investigations How global dark fleet of tankers is navigating high seas hunt for sanctioned oil House hardliners complicate ending government shutdown as Speaker Johnson moves ahead Trump says U.S. and India reached trade deal, will lower tariffs immediately Trump spoke at the White House hours after the House narrowly approved a measure to end ...
Image source: The Motley Fool. Tuesday, Feb. 3, 2026 at 5:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Peter Konieczny Chief Financial Officer — Steve Scherger TAKEAWAYS Total Revenue -- $5.4 billion for the quarter, driven by the Berry acquisition. -- $5.4 billion for the quarter, driven by the Berry acquisition. Adjusted EPS -- $0.86 per share reported, reflecting a 7% increase for the...
Image source: The Motley Fool. Tuesday, Feb. 3, 2026 at 5:30 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Peter Konieczny Chief Financial Officer — Steve Scherger TAKEAWAYS Total Revenue -- $5.4 billion for the quarter, driven by the Berry acquisition. -- $5.4 billion for the quarter, driven by the Berry acquisition. Adjusted EPS -- $0.86 per share reported, reflecting a 7% increase for the quarter and a 14% increase for the first half. -- $0.86 per share reported, reflecting a 7% increase for the quarter and a 14% increase for the first half. Comparable Adjusted EBIT -- Up 7%, with synergy benefits fully offsetting lower volumes. -- Up 7%, with synergy benefits fully offsetting lower volumes. Synergy Realization -- $55 million of benefits in Q2 and $93 million for the first half, at the upper end of guidance. -- $55 million of benefits in Q2 and $93 million for the first half, at the upper end of guidance. Core Portfolio Volumes -- Down approximately 1.5%, outperforming the total portfolio by 100 basis points. -- Down approximately 1.5%, outperforming the total portfolio by 100 basis points. Adjusted EPS Full-Year Guidance -- Reaffirmed at $4.20 to $4.50 per share, reflecting recent reverse split. -- Reaffirmed at $4.20 to $4.50 per share, reflecting recent reverse split. Synergy Guidance Fiscal 2026 -- On track to deliver at least $260 million this fiscal year, with a total target of $650 million by fiscal 2028. -- On track to deliver at least $260 million this fiscal year, with a total target of $650 million by fiscal 2028. Free Cash Flow -- Reported at $289 million for the quarter after $70 million of acquisition-related costs. -- Reported at $289 million for the quarter after $70 million of acquisition-related costs. Quarterly Dividend -- 65¢ per share declared, higher than the prior year. -- 65¢ per share declared, higher than the prior year. Non-Core Portfolio Optimization -- $2.5 billion of non-core businesses under review, including the North America...
Dmitry Vinogradov/iStock Editorial via Getty Images In today's column, we check back in on the just-reported performance of Advanced Micro Devices, Inc. ( AMD ), in its fourth-quarter results . Our ongoing opinion has been that the premium shares enjoy could only be unjustified if the performance came in less than expected. While there are anxieties about AI-related spending ongoing indefinitely, ...
Dmitry Vinogradov/iStock Editorial via Getty Images In today's column, we check back in on the just-reported performance of Advanced Micro Devices, Inc. ( AMD ), in its fourth-quarter results . Our ongoing opinion has been that the premium shares enjoy could only be unjustified if the performance came in less than expected. While there are anxieties about AI-related spending ongoing indefinitely, competition issues, an OpenAI ( OPENAI ) partnership, and the broader market, in our opinion the results are strong. Let us discuss the quarter. Based on the expectations and the outlook, we do not see shares as expensive. They are at a premium, but the growth results and expectations suggest the valuation will continue to grow. Any breather in shares is an investing opportunity in our estimation. AMD is a world-class operation and just put out a top-and-bottom-line beat in its Q4, and it solidifies the assertion that chips, which used to be so very cyclical, are secular given the AI demand. Will AI-related spending be reduced in the future? Possibly, but there are no signs that the time is now. In late 2024, we gave an outlook on AMD and its Q4 report . We will not go into heavy detail repeating the expectations, but a few major items are notable to reiterate. We were expecting $9.75 billion in revenue, plus or minus $200 million. At the midpoint of the revenue range, this represents year-over-year growth of nearly 30% and sequential growth of about 5.4%. We expected adjusted margins to approach 55%, up from Q3. We expected data center demand to be higher, client segment strength, and a gaming segment rebound. We will also say that our early expectation for 2026 was margins of 53%-55% and operating margins of 25%, with $6.50-$7.00 in EPS for the year 2026. These results suggest these expectations for 2026 are reasonable, especially considering the Q1 guide. The overall Q4 earnings were strong. The headline revenues and earnings easily surpassed consensus. The numbers were ...
Dmitry Vinogradov/iStock Editorial via Getty Images In today's column, we check back in on the just-reported performance of Advanced Micro Devices, Inc. ( AMD ), in its fourth-quarter results . Our ongoing opinion has been that the premium shares enjoy could only be unjustified if the performance came in less than expected. While there are anxieties about AI-related spending ongoing indefinitely, ...
Dmitry Vinogradov/iStock Editorial via Getty Images In today's column, we check back in on the just-reported performance of Advanced Micro Devices, Inc. ( AMD ), in its fourth-quarter results . Our ongoing opinion has been that the premium shares enjoy could only be unjustified if the performance came in less than expected. While there are anxieties about AI-related spending ongoing indefinitely, competition issues, an OpenAI ( OPENAI ) partnership, and the broader market, in our opinion the results are strong. Let us discuss the quarter. Based on the expectations and the outlook, we do not see shares as expensive. They are at a premium, but the growth results and expectations suggest the valuation will continue to grow. Any breather in shares is an investing opportunity in our estimation. AMD is a world-class operation and just put out a top-and-bottom-line beat in its Q4, and it solidifies the assertion that chips, which used to be so very cyclical, are secular given the AI demand. Will AI-related spending be reduced in the future? Possibly, but there are no signs that the time is now. In late 2024, we gave an outlook on AMD and its Q4 report . We will not go into heavy detail repeating the expectations, but a few major items are notable to reiterate. We were expecting $9.75 billion in revenue, plus or minus $200 million. At the midpoint of the revenue range, this represents year-over-year growth of nearly 30% and sequential growth of about 5.4%. We expected adjusted margins to approach 55%, up from Q3. We expected data center demand to be higher, client segment strength, and a gaming segment rebound. We will also say that our early expectation for 2026 was margins of 53%-55% and operating margins of 25%, with $6.50-$7.00 in EPS for the year 2026. These results suggest these expectations for 2026 are reasonable, especially considering the Q1 guide. The overall Q4 earnings were strong. The headline revenues and earnings easily surpassed consensus. The numbers were ...
Nuke-Sniffing Helicopter Spotted Over San Francisco Ahead Of Super Bowl A U.S. Department of Energy helicopter operating under the callsign "ENERGY14," used for aerial radiological detection, was spotted in the San Francisco metro area ahead of the Super Bowl this weekend. The nuclear-sniffing helicopter, which flies with specialized sensor pods that detect gamma and neutron radiation and map radi...
Nuke-Sniffing Helicopter Spotted Over San Francisco Ahead Of Super Bowl A U.S. Department of Energy helicopter operating under the callsign "ENERGY14," used for aerial radiological detection, was spotted in the San Francisco metro area ahead of the Super Bowl this weekend. The nuclear-sniffing helicopter, which flies with specialized sensor pods that detect gamma and neutron radiation and map radioactive plumes in real time, was observed surveying over parts of the San Francisco metro area on Monday. Open-source intelligence accounts documented ENERGY14's flight path using Flightradar24 data. X user TheIntelFrog noted that the helicopter was "conducting low-level sweeps over the San Francisco area to obtain baseline samples before Super Bowl LX." National Nuclear Security Administration N2314 as ENRGY14 conducting low level sweeps over the San Francisco area to obtain baseline samples before Super Bowl LX. pic.twitter.com/Czr1dDPhIy — TheIntelFrog (@TheIntelFrog) February 2, 2026 Another X user documented ENERGY14's radiological aerial survey of the metro area. San Francisco getting it's first Nuke scan before the Super Bowl pic.twitter.com/4CQ9IoZHTR — Joe (@0xosprey) February 2, 2026 SF Jet Spotter snapped photos of the helicopter. “ENERGY14” Nuke-Sniffing Helicopter Surveilling San Francisco ahead of this weekends Super Bowl pic.twitter.com/sEgBA9k2Ml — SF Jet Spotter (@SFJET147) February 2, 2026 Beyond the nuke-sniffing mission, we wonder what type of layered counter-UAS threat detection is in place around Levi's Stadium in Santa Clara, California, given the event's high profile. Tyler Durden Tue, 02/03/2026 - 18:50
Novo Nordisk dropped after management forecasts weaker 2026 growth, shifting attention from recent results to pricing pressure and rising competition in obesity treatments. Expand NYSE : NVO Novo Nordisk Today's Change ( -14.75 %) $ -8.69 Current Price $ 50.24 Key Data Points Market Cap $199B Day's Range $ 49.96 - $ 58.63 52wk Range $ 43.08 - $ 93.80 Volume 3.7M Avg Vol 21M Gross Margin 81.93 % Di...
Novo Nordisk dropped after management forecasts weaker 2026 growth, shifting attention from recent results to pricing pressure and rising competition in obesity treatments. Expand NYSE : NVO Novo Nordisk Today's Change ( -14.75 %) $ -8.69 Current Price $ 50.24 Key Data Points Market Cap $199B Day's Range $ 49.96 - $ 58.63 52wk Range $ 43.08 - $ 93.80 Volume 3.7M Avg Vol 21M Gross Margin 81.93 % Dividend Yield 2.93 % Novo Nordisk (NVO 14.75%), a diabetes and obesity drug maker, closed Tuesday at $50.33, down 14.59%. The stock sold off after management projected a 2026 sales and profit decline despite strong recent results, and investors are watching how it defends U.S. obesity-drug share and pricing. The company’s trading volume reached 67.7 million shares, which is about 218% above its three-month average of 21.3 million shares. Novo Nordisk went public in 1981 and has grown more than 3,1000% since its IPO. How the markets moved today S&P 500 (SNPINDEX: ^GSPC) slipped 0.85% to 6,917, while the Nasdaq Composite (NASDAQINDEX: ^IXIC) fell 1.43% to 23,255 as growth stocks lost ground. Among pharmaceuticals peers, Eli Lilly (LLY 3.90%) closed at $1,002.98, down 3.94%, while Novartis (NVS 0.78%) finished at $149.86, off 0.78%, reflecting broader pressure across large drugmakers. What this means for investors Novo Nordisk shares fell sharply on Tuesday after management projected a decline in sales and profit in 2026, prompting investors to reset expectations despite strong recent performance. The sell-off was driven by concerns over U.S. pricing pressure and intensifying competition in the obesity-drug market. Management forecast a 5%–13% drop in 2026 sales, citing price cuts, patent expirations, and a more crowded competitive landscape, particularly in the U.S., where Novo Nordisk has built much of its recent momentum. The company’s management has outlined an expanded obesity strategy and leadership changes in the U.S. business, alongside continued development of next-gen...
Representative Raja Krishnamoorthi (D) Illinois discusses what reforms & changes Democrats want to see with ICE that will help Congress reach a compromise on DHS funding. He also voices his reaction to President Trump’s “Project Vault,” and its importance to compete with China. Rep. Krishnamoorthi speaks with Joe Mathieu and Julie Fine on the late edition of Bloomberg’s “Balance of Power.” (Source...
Representative Raja Krishnamoorthi (D) Illinois discusses what reforms & changes Democrats want to see with ICE that will help Congress reach a compromise on DHS funding. He also voices his reaction to President Trump’s “Project Vault,” and its importance to compete with China. Rep. Krishnamoorthi speaks with Joe Mathieu and Julie Fine on the late edition of Bloomberg’s “Balance of Power.” (Source: Bloomberg)