PM Images/DigitalVision via Getty Images For 2026, I am shifting my focus from stock-picking to playing momentum with the Invesco QQQ Trust ETF ( QQQ ), its cheaper alternative the Invesco NASDAQ 100 ETF ( QQQM ), and their 3X-leveraged equivalent , the ProShares UltraPro QQQ ETF ( TQQQ ). In my previous work I ran some backtests, finding that a Dollar-Cost-Average approach to TQQQ is comparable t...
PM Images/DigitalVision via Getty Images For 2026, I am shifting my focus from stock-picking to playing momentum with the Invesco QQQ Trust ETF ( QQQ ), its cheaper alternative the Invesco NASDAQ 100 ETF ( QQQM ), and their 3X-leveraged equivalent , the ProShares UltraPro QQQ ETF ( TQQQ ). In my previous work I ran some backtests, finding that a Dollar-Cost-Average approach to TQQQ is comparable to an “imperfect” Buy-The-Dip approach where the bottom is never actually bought. With that in mind, I found myself in a conundrum. On the one hand, I am tempted to simply DCA into QQQ using leverage, hoping to ride what I believe will be another bullish year for the index. On the other, I am tempted to hold cash to try and time the market, entering only during moments of market corrections. The first approach would expose me to significant losses if a deep and sustained bear market were to manifest later this year (potentially induced by the AI race cooling off). The second approach would, however, require the ability to time the market, potentially sitting out on a bull run in hope for a good entry point that may never manifest. In hopes to find an equilibrium between the two approaches, I am running new backtests. What Am I Backtesting? To simplify things, I am running backtests with the following shared assumptions: The timeline is 15 years (January 31st, 2011 to January 31st, 2026). The amount of cash to deploy is $100,000. The backtests are run on the TQQQ ETF (a 3X Nasdaq-100 ETF). For the more active scenarios, I am using the 200-Day SMA (Simple Moving Average) as a buy or sell signal. TQQQ vs. 200-Day SMA (TradingView) I am starting with the following five scenarios, reflecting different strategies: Jimmy : buys $1,000 worth of TQQQ monthly until capital depletion. This is the DCA approach to beat. Chad : goes all-in with $100,000 on day one in TQQQ and never sells. This buy-and-hold approach serves as a benchmark to see whether a more active strategy can beat it. L...
NuScale stock has exploded over the past two years. NuScale Power (SMR 4.29%) stock has been on a tear over the last few years, capturing the imagination of investors seeking next-generation nuclear technology. Bulls see a future where the company's small modular reactors (SMRs) fill critical gaps in the grid, like powering energy-hungry artificial intelligence (AI) data centers. SMRs have several...
NuScale stock has exploded over the past two years. NuScale Power (SMR 4.29%) stock has been on a tear over the last few years, capturing the imagination of investors seeking next-generation nuclear technology. Bulls see a future where the company's small modular reactors (SMRs) fill critical gaps in the grid, like powering energy-hungry artificial intelligence (AI) data centers. SMRs have several major advantages over traditional reactors, namely, they're scalable, much cheaper to construct, and safer. If NuScale perfects the technology, it could mean serious growth for the stock. Expand NYSE : SMR NuScale Power Today's Change ( -4.29 %) $ -0.75 Current Price $ 16.73 Key Data Points Market Cap $4.9B Day's Range $ 16.38 - $ 17.42 52wk Range $ 11.08 - $ 57.42 Volume 549K Avg Vol 26M Gross Margin 64.95 % A lot has changed in two years If you had been prudent enough to invest $5,000 in NuScale stock in January of 2024, you would have seen an incredible 643.3% return. That $5,000 would now be worth $37,160. You can see the massive growth in the chart below. NuScale is a risky investment There is undoubtedly an enormous opportunity here, but so are the risks. There is a long and exceptionally difficult road ahead for NuScale, and even if the company perfects its technology and delivers on its promise, significant share dilution is likely along the way. Nuclear power is an expensive business. For most investors, this is too risky. If you have a particularly high risk tolerance, however, NuScale is a solid, highly speculative pick.
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
The iShares MSCI World ETF is seeing unusually high volume in afternoon trading Monday, with over 573,000 shares traded versus three month average volume of about 465,000. Shares of URTH were up about 0.5% on the day. Components of that ETF with the highest volume on Monday were Nvidia, trading off about 1.1% with over 60.7 million shares changing hands so far this session, and Intel, up about 5.2...
The iShares MSCI World ETF is seeing unusually high volume in afternoon trading Monday, with over 573,000 shares traded versus three month average volume of about 465,000. Shares of URTH were up about 0.5% on the day. Components of that ETF with the highest volume on Monday were Nvidia, trading off about 1.1% with over 60.7 million shares changing hands so far this session, and Intel, up about 5.2% on volume of over 47.5 million shares. Carnival is the component faring the best Monday, higher by about 7.4% on the day, while Robinhood Markets is lagging other components of the iShares MSCI World ETF, trading lower by about 8.7%. VIDEO: Monday's ETF with Unusual Volume: URTH The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Forgive a quaint analogy (as well as a cliche, making this a double writing crime) but if I zoom in with my phone camera on the flower pots outside my front door, I can see the green shoots of tulips. Across the Bloomberg newsroom, we are doing the same thing: eyes narrowed, noses scrunched and faces pressed to screens while we parse different and, to be honest, far-from-clear economic data. So to...
Forgive a quaint analogy (as well as a cliche, making this a double writing crime) but if I zoom in with my phone camera on the flower pots outside my front door, I can see the green shoots of tulips. Across the Bloomberg newsroom, we are doing the same thing: eyes narrowed, noses scrunched and faces pressed to screens while we parse different and, to be honest, far-from-clear economic data. So too is the Bank of England as we enter another key week. The Monetary Policy Committee are expected to hold interest rates at 3.75% when they meet on Thursday — there may be concerning increases in unemployment, which could suggest a cut. Yet they are also seeing other “contradictory” signs. Here’s our team : “The big unknowns they face are the speed at which inflation will fall to the 2% target from its current level of 3.4%, and whether the recent weakening in the labor market is the start of something more serious.” Yet, the Institute of Directors’ economic confidence index “leaped” to its highest levels in eight months — climbing from minus 66% to minus 48% (please, do stop sniggering at the fact that’s still a big “minus”). “While that index remains in negative territory,” our reporters write, “business chiefs’ confidence in their own firms rose to plus 14% in January from minus 4% in December. Specifically, expectations for investment, hiring and sales all soared.” On top of that, new data showed that British manufacturers had one of their best months since Labour came to power, with S&P’s manufacturing purchasing managers’ index (PMI) rose to 51.8 in January, up from 50.6 the month before. “The report suggests factories are turning a corner after US President Donald Trump’s tariffs hit global demand, just as Chancellor of the Exchequer Rachel Reeves was increasing employment costs at home,” our reporter writes. But while it’s a reasonably bright start to February, it is not yet March nor April (yes, I know, frosts may still come and zap my little green baby tulips). It...
Scotiabank on Monday upgraded Mosaic ( MOS ) to Sector Outperform, arguing that phosphate margins have likely bottomed and that improving fundamentals could make the company one of the strongest fertilizer stories of 2026, even as the bank urged caution on the sector later in the year. In a broad review of global fertilizer markets, Scotiabank analyst Ben Isaacson said higher starting prices for n...
Scotiabank on Monday upgraded Mosaic ( MOS ) to Sector Outperform, arguing that phosphate margins have likely bottomed and that improving fundamentals could make the company one of the strongest fertilizer stories of 2026, even as the bank urged caution on the sector later in the year. In a broad review of global fertilizer markets, Scotiabank analyst Ben Isaacson said higher starting prices for nitrogen and potash justify upward revisions to 2026 earnings estimates, but not an aggressive chase of fertilizer stocks beyond the spring application season. Analysts pointed to easing pressure from ammonia and sulphur costs as a key driver behind their more constructive view on phosphate producers, including Mosaic ( MOS ). The bank said phosphate stripping margins appear to have reached a trough after a difficult 2025, when weak farmer demand collided with soaring input costs. With ammonia prices expected to moderate and sulphur markets showing early signs of relief later this year, Scotiabank expects margins to expand as demand normalizes, particularly in Brazil and India. Potash markets look tight in the near term, supported by low inventories in Brazil and ongoing restocking in Southeast Asia. However, Scotiabank warned that new production capacity and softer demand growth could shift the market toward oversupply by late 2026, limiting upside for prices and equities. On nitrogen, Scotiabank said prices could remain firm through the spring due to seasonality and geopolitical risks, including tensions in the Middle East. Beyond that, rising global supply and the prospect of renewed Chinese exports are expected to weigh on prices and margins in the second half of the year. Alongside the Mosaic upgrade, Scotiabank kept a more cautious stance on other fertilizer makers. CF Industries ( CF ) was moved closer to Sell territory due to expected nitrogen margin pressure, while Nutrien ( NTR ) and Yara International ( YRAIF ) ( YARIY ) were described as fairly valued, with posit...
Editor's note: Seeking Alpha is proud to welcome European Dividend Strategist as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Robert vt Hoenderdaal/iStock Editorial via Getty Images Having been following Dutch ...
Editor's note: Seeking Alpha is proud to welcome European Dividend Strategist as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Robert vt Hoenderdaal/iStock Editorial via Getty Images Having been following Dutch telco Koninklijke KPN N.V. ( KKPNF ) ( KKPNY ) closely for a few years now, its quarterly reports rarely contain any unpleasant surprises. The recent Q4 2025 update was no exception. The company is steadily growing its revenue and free cash flow. And crucially, the rollout of the new fiber network is nearing completion. This allows KPN to significantly lower capital expenditure from 2027 onwards. Management again confirmed its intention to significantly ramp up dividend payments once the CapEx can be decreased. The key question for investors is therefore whether KPN can navigate through this current period of elevated CapEx spending and enter a dividend harvesting phase. The latest results show that this shift is clearly taking shape. The 3-3-7 Ambition: Increased Dividends on the Horizon The stage was set at the Capital Markets Day in late 2023, where KPN presented its 3-3-7 ambition. Until 2027, the telecom provider targets the following CAGRs: 3% revenue, 3% EBITDA, and 7% free cash flow. The year 2027 forms a clear goalpost on the horizon. KPN is rolling out a new fiber network, which should be near completion by that year. Until then, the Rotterdam-based company spends an elevated amount of around €1.2 billion a year on CapEx, with the aim of covering 80% of households in the Netherlands through the new network. More than two years after setting the targets, KPN is heading in the right direction. The latest quarterly report shows that the fiber network now covers almost 70% of households in the Netherlands, amounting to almost 6 million homes passed. At the end of last...
Key Points Capital Management Corp sold 11,620 shares of InterDigital in the fourth quarter; the estimated trade value was $4.11 million based on quarterly average pricing. Meanwhile, the quarter-end position value decreased by $7.14 million, reflecting both share sales and market price movement. As of quarter-end, the fund reported holding 116,575 IDCC shares valued at $37.12 million. These 10 st...
Key Points Capital Management Corp sold 11,620 shares of InterDigital in the fourth quarter; the estimated trade value was $4.11 million based on quarterly average pricing. Meanwhile, the quarter-end position value decreased by $7.14 million, reflecting both share sales and market price movement. As of quarter-end, the fund reported holding 116,575 IDCC shares valued at $37.12 million. These 10 stocks could mint the next wave of millionaires › On Feb. 2, Capital Management Corp disclosed in a U.S. Securities and Exchange Commission (SEC) filing that it sold 11,620 shares of InterDigital (NASDAQ:IDCC), an estimated $4.11 million transaction based on the average price during the quarter. What happened According to an SEC filing dated Feb. 2, Capital Management Corp reduced its stake in InterDigital (NASDAQ:IDCC) by 11,620 shares during the fourth quarter. The estimated value of the shares sold is approximately $4.11 million, calculated using the average closing price for the quarter. Meanwhile, the net reported position value shift was $7.14 million, reflecting both trading activity and changes in market value. The fund’s quarter-end position in InterDigital stood at 116,575 shares, worth $37.12 million. What else to know After the sale, the InterDigital stake represents 6.08% of Capital Management Corp’s reportable U.S. equity assets under management. Top holdings after the filing: NASDAQ:IDCC: $37.12 million (6.1% of AUM) NYSE: PBI: $30.97 million (5.1% of AUM) NYSE: GTN: $29.76 million (4.9% of AUM) NASDAQ: NXST: $25.92 million (4.2% of AUM) NYSE: AEM: $22.72 million (3.7% of AUM) As of Feb. 1, InterDigital shares were priced at $326.44, up a staggering 78.5% over the past year and well surpassing the S&P 500’s roughly 15% gain in the same period. Company overview Metric Value Revenue (TTM) $928.59 million Net income (TTM) $496.78 million Dividend yield 0.9% Price (as of Feb. 1) $326.44 Company snapshot InterDigital develops and licenses advanced wireless communica...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Broadcom (AVGO) is back in focus after recent trading left the stock modestly higher over the past week, while showing declines over the past month and past three months, prompting fresh interest in its valuation. See our latest analysis for Broadcom. At a share price of US$331.30, Broadcom’...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Broadcom (AVGO) is back in focus after recent trading left the stock modestly higher over the past week, while showing declines over the past month and past three months, prompting fresh interest in its valuation. See our latest analysis for Broadcom. At a share price of US$331.30, Broadcom’s recent 7 day share price return of 1.99% contrasts with a 30 day share price decline of 4.69%, while its 1 year total shareholder return of 53.54% points to much stronger longer term momentum, with multi year total shareholder returns also very large. If Broadcom’s move has you thinking about where else growth and AI themes could show up, it may be worth scanning high growth tech and AI stocks next. So with Broadcom delivering strong multi year shareholder returns but seeing short term pullbacks, is the current price still underestimating its earnings and AI exposure, or is the market already pricing in most of the future growth? Most Popular Narrative: 31% Undervalued According to oscargarcia, the most followed narrative sees Broadcom’s fair value at $480 against the last close of $331.30, with AI infrastructure and software accounting for most of the difference. Broadcom is no longer just a chipmaker; it is a full-stack AI and infrastructure provider, blending hardware and software seamlessly. Its ambition is to dominate AI-specific custom silicon and enterprise-grade cloud software. Read the complete narrative. Curious what kind of growth and margin profile supports that higher price tag? The narrative focuses on rapid AI chip traction and a rich software engine to justify that fair value. Result: Fair Value of $480 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this bullish AI-led story still leans on customer concentration and valuation risk, as any demand wobble or margin pressure could quickly challenge that ...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Broadcom (AVGO) is back in focus after recent trading left the stock modestly higher over the past week, while showing declines over the past month and past three months, prompting fresh interest in its valuation. See our latest analysis for Broadcom. At a share price of US$331.30, Broadcom’...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Broadcom (AVGO) is back in focus after recent trading left the stock modestly higher over the past week, while showing declines over the past month and past three months, prompting fresh interest in its valuation. See our latest analysis for Broadcom. At a share price of US$331.30, Broadcom’s recent 7 day share price return of 1.99% contrasts with a 30 day share price decline of 4.69%, while its 1 year total shareholder return of 53.54% points to much stronger longer term momentum, with multi year total shareholder returns also very large. If Broadcom’s move has you thinking about where else growth and AI themes could show up, it may be worth scanning high growth tech and AI stocks next. So with Broadcom delivering strong multi year shareholder returns but seeing short term pullbacks, is the current price still underestimating its earnings and AI exposure, or is the market already pricing in most of the future growth? Most Popular Narrative: 31% Undervalued According to oscargarcia, the most followed narrative sees Broadcom’s fair value at $480 against the last close of $331.30, with AI infrastructure and software accounting for most of the difference. Broadcom is no longer just a chipmaker; it is a full-stack AI and infrastructure provider, blending hardware and software seamlessly. Its ambition is to dominate AI-specific custom silicon and enterprise-grade cloud software. Read the complete narrative. Curious what kind of growth and margin profile supports that higher price tag? The narrative focuses on rapid AI chip traction and a rich software engine to justify that fair value. Result: Fair Value of $480 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this bullish AI-led story still leans on customer concentration and valuation risk, as any demand wobble or margin pressure could quickly challenge that ...
00:00 Speaker A I'm tracking Tesla in large part because of this news that uh Elon Musk may combine XAI uh and SpaceX. And now first blush you think, what the hell does that have to do with Tesla? Like I mentioned the open, it could have real big ramifications on how fast Tesla could move in really updating its software software and staying ahead of so many rivals. At least that's my hot take here...
00:00 Speaker A I'm tracking Tesla in large part because of this news that uh Elon Musk may combine XAI uh and SpaceX. And now first blush you think, what the hell does that have to do with Tesla? Like I mentioned the open, it could have real big ramifications on how fast Tesla could move in really updating its software software and staying ahead of so many rivals. At least that's my hot take here today. 00:22 Speaker B Yeah, I mean, it is bringing so much under an umbrella if that merger does it does go through. And because it would be intersection of uh, aerospace, AI, data centers. I mean, Elon Musk in Davos was talking about putting AI data centers in space. Energy, solar, he's talked about how solar is underappreciated and the sun is the source of energy. So, this would be so a huge in in with respect to that intersection of all of those plays and and for Tesla holders, I mean, they they're bet is on Elon Musk and Elon Musk has been the bet across all of these companies, really. 01:03 Speaker A Tom, you all in on Elon Musk? I can I can make a case that eventually SpaceX and XCI just get rolled up into Tesla. It's one big giant modern recreation of a of a General Electric, dare I say. 01:22 Tom Yeah, Musk Inc, right? I mean, it sort of makes sense if you think about it because if you're uh if you're an investor in Tesla, you're not investing in it for the cars. You're investing in it for robo taxis, for for the future, for technology. So, the two kind of leading edge technology companies that he has under his broad umbrella are XAI and SpaceX. And I think it does make sense to roll them up. Now, they're private companies and Tesla is a public company. So this is going to have, you know, impacts on share dilution. It's going to have to be approved by the shareholders. So it gets a little complicated merging, you know, private with public. But over the longer term, I think it does make sense because if you if you are bullish on Tesla, you're bullish on the technol...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. The recent shift in Tesla's price target Tesla's latest price target update has put the spotlight back on what really drives the story around the stock: the changing expectations behind its business model, growth plans, and perceived risks. With no specific figures attached to th...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. The recent shift in Tesla's price target Tesla's latest price target update has put the spotlight back on what really drives the story around the stock: the changing expectations behind its business model, growth plans, and perceived risks. With no specific figures attached to this revision, the key question for you is how and why this new target reflects a different narrative than before. Stay tuned to see how you can keep on top of these shifts in the story so you are not reacting late to the next change in the price target. Stay updated as the Fair Value for Tesla shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Tesla. Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives or begin writing your own Narrative! NasdaqGS:TSLA 1-Year Stock Price Chart How This Changes the Fair Value For Tesla Without specific numbers attached to the new price target, the main shift for you is in the story that analysts are telling about Tesla rather than in a clearly defined valuation level. Your own sense of fair value will likely hinge on how you rate Tesla's ability to execute on its current business model, manage costs, and handle competitive and regulatory pressures. Any change in target, even without figures, usually reflects updated assumptions about future cash flows, profit margins, or the level of risk analysts are willing to assign to the stock. If you are already using models such as discounted cash flow estimates or multiples like P/E or P/S, this is a reminder to recheck your inputs, not just the market price, and see whether your long term expectations have shifted. Instead of focusing only on the new target, it can be useful to track how and why different analysts adjus...
It's been an eventful start to 2026, and different AI stocks have gone in very different directions. We're only a month into 2026, but there have been some interesting moves in the world of artificial intelligence (AI) stocks. On one hand, software companies like HubSpot (HUBS 0.35%) and ServiceNow (NOW +2.18%) that incorporate AI into their products have been under pressure. On the other hand, co...
It's been an eventful start to 2026, and different AI stocks have gone in very different directions. We're only a month into 2026, but there have been some interesting moves in the world of artificial intelligence (AI) stocks. On one hand, software companies like HubSpot (HUBS 0.35%) and ServiceNow (NOW +2.18%) that incorporate AI into their products have been under pressure. On the other hand, companies that make memory products crucial to AI infrastructure have been soaring. In this video, longtime Motley Fool analysts Matt Frankel and Tyler Crowe discuss why. *Stock prices used were the morning prices of Jan 29, 2026. The video was published on Feb.1, 2026.
Earnings Call Insights: Aptiv PLC (APTV) Q4 2025 Management View CEO Kevin P. Clark highlighted that "we capped off 2025 with another solid quarter in which we seamlessly navigated ongoing changes in the macro environment." Clark pointed to leveraging Aptiv’s product portfolio and operating model to penetrate nonautomotive markets, with new partnerships announced with Robust.AI and Vecna Robotics,...
Earnings Call Insights: Aptiv PLC (APTV) Q4 2025 Management View CEO Kevin P. Clark highlighted that "we capped off 2025 with another solid quarter in which we seamlessly navigated ongoing changes in the macro environment." Clark pointed to leveraging Aptiv’s product portfolio and operating model to penetrate nonautomotive markets, with new partnerships announced with Robust.AI and Vecna Robotics, and a launch of a modular connector series developed jointly by automotive and aerospace teams. He also noted a new business award for energy storage and management in electrical distribution systems. Clark stated, “Overall, we posted strong bookings in the quarter, validating customer confidence in our operating model across both geographic regions and end markets.” Clark announced, "We finalized the leadership team for our Electrical Distribution Systems business which remains on track to spin out as Versigent on April 1 under the leadership of Joe Liotine.” CFO Varun Laroyia said, "Aptiv delivered solid financial results in the fourth quarter, reflecting our continued execution, focus on driving operational efficiencies and reducing costs across our business. Revenues totaled $5.2 billion, an increase of 5% on a reported basis and up 3% on an adjusted basis." Joseph Liotine, Executive VP & President of Electrical Distribution System, remarked, “We posted solid revenue growth and expanded our EBITDA margins through continued progress on our operational initiatives and drove another year of strong bookings, laying the foundation for future growth." Outlook Laroyia provided 2026 guidance for New Aptiv, forecasting revenue in the range of $12.8 billion to $13.2 billion, up 4% at the midpoint, with EBITDA margin expected at 18.6% at the midpoint. Adjusted earnings per share is estimated to be in the range of $5.70 to $6.10. Free cash flow is estimated at $750 million at the midpoint, net of $250 million in separation costs and a $200 million investment in semiconductor inven...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Micron Technology (NasdaqGS:MU) is sharpening its focus on high-bandwidth memory for AI data centers. The company is exiting the consumer memory market to prioritize enterprise and AI infrastructure customers. Micron is expanding in Singapore with a planned US...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Micron Technology (NasdaqGS:MU) is sharpening its focus on high-bandwidth memory for AI data centers. The company is exiting the consumer memory market to prioritize enterprise and AI infrastructure customers. Micron is expanding in Singapore with a planned US$24b advanced wafer fabrication facility. A new HBM packaging plant in Singapore is planned to support Nvidia and AMD AI processors. Micron has long been a major supplier of memory and storage products, and this pivot centers the business more firmly on AI driven demand from cloud and enterprise customers. By shifting resources toward high-bandwidth memory for data center GPUs, Micron is positioning itself closer to the core of AI infrastructure alongside chip designers like Nvidia and AMD. The Singapore build out, including advanced manufacturing and packaging, is a key piece of that reset. For you as an investor, the broader context is that AI workloads typically require much more memory per compute unit than traditional applications. Micron’s expanded presence in Singapore, combined with a tighter focus on enterprise grade HBM, is aimed at serving that structural demand. The company’s choices around capacity, mix of products, and customer relationships will be important to watch as AI related memory needs change over time. Stay updated on the most important news stories for Micron Technology by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Micron Technology. NasdaqGS:MU Earnings & Revenue Growth as at Feb 2026 How Micron Technology stacks up against its biggest competitors Micron’s decision to double down on high-bandwidth memory and a larger Singapore footprint ties its future even more tightly to AI data-center demand, where it already sits alongside Samsung and SK Hynix as a key supplier to Nvidia and AM...
This is The End, Beautiful Friend, The End. There have been many Peter Mandelson resignations. Twice from the cabinet, once as the UK ambassador to Washington. But the announcement late on Sunday night that Mandelson was resigning from the Labour party somehow felt more final. In the past, there had always been get out clauses. Unexpected routes back to the centre of power. Not this time. Somewhat...
This is The End, Beautiful Friend, The End. There have been many Peter Mandelson resignations. Twice from the cabinet, once as the UK ambassador to Washington. But the announcement late on Sunday night that Mandelson was resigning from the Labour party somehow felt more final. In the past, there had always been get out clauses. Unexpected routes back to the centre of power. Not this time. Somewhat late in the day, the establishment had closed every door. For the first time in decades, Mandy was truly on his own. You might ask what had taken everyone so long. Mandelson hadn’t exactly made much effort to hide his tracks. The silence was overwhelming. With the release of further Jeffrey Epstein files revealing even closer and possibly incriminating ties between Mandelson and the disgraced financier, all of his Lordship’s – we can still call him that for now – former friends have melted away. Over the years, Tony Blair has spoken up for any number of corrupt dictators. For Mandy, Tony was nowhere to be seen. Bad line. Wi-fi is down. Not sorry. Nothing from George Osborne, who found himself on the same yacht as Peter in Corfu. Surely he might have had a good word. They seemed to be having a nice enough holiday bromance at the time. Keir Starmer is now wishing he had never heard of Mandy. Struggling to come to terms with it being less than a year since he had thought it was an inspired move to send Britain’s most accomplished sycophant to blow smoke up Donald Trump’s bum. The president would love a man who was impressed with all the gold, the bullshit and the tackiness. Hell, Mandy is the one man on the planet who would have genuinely adored the Melania film. Maybe we could all overlook his friendship with Epstein? Now Starmer finds his judgment in the spotlight as he seeks to obliterate all ties. He is looking for ways for Mandelson to be permanently removed from the House of Lords and not allowed to use his title. He also wants him to testify before the US Congress. Oth...
Tech billionaire Elon Musk has added some credence to the news regarding a potential merger between his two companies, SpaceX ( SPACE ) and xAI ( X.AI ) via a post made on X. "Yes," Musk responded to a post that mentioned the merger in the context of exploring the universe and understanding the universe. Musk also owns X, formerly known as Twitter. The social network merged with xAI in March 2025....
Tech billionaire Elon Musk has added some credence to the news regarding a potential merger between his two companies, SpaceX ( SPACE ) and xAI ( X.AI ) via a post made on X. "Yes," Musk responded to a post that mentioned the merger in the context of exploring the universe and understanding the universe. Musk also owns X, formerly known as Twitter. The social network merged with xAI in March 2025. Recently, various media outlets have reported that SpaceX—which has a rocket launching business and an internet satellite unit, Starlink—is in talks to merge with xAI. Founded a few years ago, xAI competes with OpenAI ( OPENAI ) and Anthropic ( ANTHRO ) in the generative artificial intelligence space. Last month, xAI closed a Series E funding round for $20B. The company did not disclose the valuation, but previous reporting had indicated that the next funding round could value xAI at $230B. Investors in the new funding round include Valor Equity Partners, Stepstone Group, Fidelity Management & Research Company, Qatar Investment Authority, MGX and Baron Capital Group, and others. Strategic investors in the round include Nvidia ( NVDA ) and Cisco's ( CSCO ) venture capital arm, Cisco Investments. Musk, who also runs Tesla ( TSLA ), said last month that the automotive and technology giant, would invest $2B into xAI as well. SpaceX and xAI did not immediately respond to a request for comment from Seeking Alpha. More on SpaceX and xAI SpaceX: The $1.5 Trillion Lifeboat For Tesla's Failing EV Business SpaceX IPO: What I Learned From Rocket Lab Elon Musk’s xAI may lose trade secrets case against OpenAI, judge says SpaceX to build orbital data center comprising 1M satellites Seeking Alpha’s Quant Rating on SpaceX
The release of documents related to the sex trafficker Jeffrey Epstein has proceeded like a bankruptcy – first very slow, and then very fast; 3m items were dropped by the US Justice Department last Friday. It’s interesting how many figures in public life have maintained they barely knew Epstein at all, since his arrest and death by suicide in 2019. It’s just about plausible from a business associa...
The release of documents related to the sex trafficker Jeffrey Epstein has proceeded like a bankruptcy – first very slow, and then very fast; 3m items were dropped by the US Justice Department last Friday. It’s interesting how many figures in public life have maintained they barely knew Epstein at all, since his arrest and death by suicide in 2019. It’s just about plausible from a business associate, I guess; you can imagine those relationships being pretty thin, emotionally speaking, revolving as they were around money. But can you imagine having lunch, multiple times, with someone you barely know? Would you extend an open invitation to your house, in a chatty email referring to an apparently metaphorical harem, to someone you’d only met in a group setting “such as a charity tennis event”, which is what Richard Branson maintains? I don’t know how happy I’d be, sitting in my dressing gown with someone who I barely knew, as Peter Mandelson did; I guess, if I’d recently travelled on their private plane, that might have been an opportunity to deepen the acquaintanceship. The strategy for the names contained within these files must be to keep their heads down and hope that someone more famous, or with a more significant role in government, or whose behaviour was more egregious, takes all the heat. In the UK, that’s currently working for everyone, except for the Andrew formerly known as Prince; his ex-wife, Sarah Ferguson; and Mandelson, who announced at the weekend that he’d resigned his membership of the Labour party. He did not want to “cause further embarrassment”, he said, which gives rise to the question: how would it be possible for this to be any more embarrassing? The sheer amount Mandelson can’t remember is astronomical. He can’t put his finger on the date, time or circumstance of his standing in a T-shirt and his Y-fronts, consulting what looks like an iPad (not trying to get all forensic, just saying it’s unlikely to be the 90s), alongside a woman whose face ...
The introduction of sweeping tariffs last year by U.S. President Donald Trump became one of the central themes of the administration’s first year in power. Although Trump had imposed tariffs during his first term, his actions in 2025 including proposing tariffs as high as 200% on pharmaceuticals to the retaliatory back and forth with China, roiled markets, disrupted diplomatic ties, and put invest...
The introduction of sweeping tariffs last year by U.S. President Donald Trump became one of the central themes of the administration’s first year in power. Although Trump had imposed tariffs during his first term, his actions in 2025 including proposing tariffs as high as 200% on pharmaceuticals to the retaliatory back and forth with China, roiled markets, disrupted diplomatic ties, and put investors on shaky ground. After a year, it seems like the tariff war is far from getting over, with the Trump administration starting 2026 with more tariff announcements. Click he re to see the tariff timeline from January last year. Here are the key developments that took place in January 2026: Jan 1, 2026: President Trump has delayed tariff hikes for upholstered furniture, kitchen cabinets, and vanities for an additional year. These tariff hikes were previously slated to take effect on Jan. 1, 2026. U.S. also lowered anti-dumping duties on several Italian pasta makers. Jan 5, 2026: President Trump hinted at raising tariffs on India due to its continued Russian oil purchases amid the Ukraine conflict. Jan 12, 2026: President Trump said he is imposing a 25% tariff on goods from any country "doing business" with Iran. Some of the biggest trading partners of Iran are Germany, India, Turkey and China, among others. Jan 14, 2026: Trump issued a proclamation imposing a 25% tariff on certain high-end chips, including Nvidia's ( NVDA ) H200 and AMD's ( AMD ) MI325X. Jan 15, 2026: Trump said he is holding off—for now—on imposing tariffs on imports of critical minerals, opting instead to direct his administration to seek supplies from international partners. Jan 17, 2026: President Trump threatened up to 25% of tariffs against eight European countries, including the U.K., France, Germany, and Denmark, which have deployed military in Greenland at a time when the U.S. is aiming to take ownership of the Arctic Island. Jan 18, 2026: European governments responded to President Trump announcin...
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Nvidia (NVDA), which belongs to the Zacks Semiconductor - General industry. This maker of graphics chips for gaming and artificial intelligence has an established record of topping earnings estimates, especially when looking at the previous two repo...
Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Nvidia (NVDA), which belongs to the Zacks Semiconductor - General industry. This maker of graphics chips for gaming and artificial intelligence has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 4.92%. For the most recent quarter, Nvidia was expected to post earnings of $1.24 per share, but it reported $1.3 per share instead, representing a surprise of 4.84%. For the previous quarter, the consensus estimate was $1 per share, while it actually produced $1.05 per share, a surprise of 5.00%. Price and EPS Surprise For Nvidia, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Nvidia currently has an Earnings ESP of +2.18%, which suggests that analysts have recently become bullish on the company's earnings prospects. This posit...