Zolak/iStock via Getty Images Introduction With the year 2025 already in the rearview mirror, it's a good time to reflect on our investment plans and strategies and see how they handled last year's ups and downs and if they need any adjustments going forward. We present the annual review of our "4% Passive DGI-Core Portfolio". We have been managing this portfolio since August 2014 and have provide...
Zolak/iStock via Getty Images Introduction With the year 2025 already in the rearview mirror, it's a good time to reflect on our investment plans and strategies and see how they handled last year's ups and downs and if they need any adjustments going forward. We present the annual review of our "4% Passive DGI-Core Portfolio". We have been managing this portfolio since August 2014 and have provided periodical performance reviews most years. History shows that a well-planned DGI (dividend growth investing) strategy usually outperforms the broader market over the long term. Also, we believe it would offer less volatility and smaller drawdowns during recessions and bear markets. This was proven during the 2008-2009 recession and again during the 2020 covid correction and 2022 tech correction, when the drawdowns of most DGI portfolios were much less than that of broad market indexes. In fact, during 2022, when the broader market took a deep dive, and the S&P500 lost about 18.5% for the year, our DGI portfolio lost only a minimal, roughly 2%. Also, a significant stream of dividend income makes it a little easier to wait out any downturn. However, it is also true that during the recent technology-led bull cycle, most dividend-centric portfolios have underperformed the S&P500, which is heavily concentrated in technology stocks. For a DGI portfolio, our primary goal is consistent, reliable, and growing income. The income growth should beat at least the rate of inflation in the long term. As such, the performance on the basis of total return on a year-to-year basis is not the objective of this portfolio, but over the long term, it certainly is. This portfolio has been meeting its primary goal handily. When we started the portfolio, we had an average YOC (yield on cost) of 2.97%. However, over the years, it has grown to nearly 6% (yield on cost), and it is likely to be well above 6% in 2026. This is in spite of the fact that we have invested the capital over many years and no...
gguy44/iStock via Getty Images I've spent the last few weeks collecting charts that you absolutely have to see. Right now, I feel a bit like a mosquito in a nudist colony... Where do I begin?! Every weekend, I put out an article with information that I believe will be maximally helpful and interesting to investors, especially fellow dividend investors. I also share what I'm personally planning to ...
gguy44/iStock via Getty Images I've spent the last few weeks collecting charts that you absolutely have to see. Right now, I feel a bit like a mosquito in a nudist colony... Where do I begin?! Every weekend, I put out an article with information that I believe will be maximally helpful and interesting to investors, especially fellow dividend investors. I also share what I'm personally planning to buy over the next few weeks. So here's this week's agenda: Some analysis and charts to support my outlook for tame overall inflation this year, aside from a potential bump in the Spring. A brief reiteration of the well-trodden but all-important topic of the K-shaped economy. A discussion about the potential for a wave of manufacturing reshoring, why I don't think it's going to happen, and what that could mean for stocks. My latest (and hopefully nuanced) thoughts about the state of the AI infrastructure buildout and tech stocks' dominance. Some historical data about what to expect from the market during a midterm election year. My personal buy list, which includes two REITs, two dividend growth ETFs, and two cash-equivalent ETFs. Onward! Tame Inflation As I discussed in my 2026 outlook article titled " Roaring '20s: How I Learned To Stop Worrying And Love This Market ," one of the themes I expect for this year is tame overall inflation. It's not that there won't be tariff-driven price increases in certain areas, but these will be more than offset by disinflationary trends in other areas like housing. The last several years have witnessed a massive surge in housing construction, especially for multifamily. Torsten Slok In 2024 and early 2025, there was a 50-year high in apartment completions, which has added a material wave of new supply to virtually every market that has experienced population growth in the post-pandemic period. Torsten Slok At the same time, net immigration whipsawed from a multi-million level from 2021-2024 to somewhere in the low hundreds of thousands in...
Gold has seen its price soar in recent years. Given how digitized the world has become, there aren't too many investors still buying gold bars and burying them in their backyard. However, gold has once again become a popular investment, and it has been on a tear in recent years. Naturally, the financial engineers on Wall Street have developed several ways to buy it online. An increasingly popular ...
Gold has seen its price soar in recent years. Given how digitized the world has become, there aren't too many investors still buying gold bars and burying them in their backyard. However, gold has once again become a popular investment, and it has been on a tear in recent years. Naturally, the financial engineers on Wall Street have developed several ways to buy it online. An increasingly popular way to purchase the commodity is through tokenized gold or stablecoins. Stablecoins use blockchain technology, similar to that of cryptocurrencies, though they're designed to remove the inherent volatility of most cryptocurrencies. They are digital tokens backed by a currency or commodity and essentially are digital ownership of a physical asset. Stablecoins track the price of the commodity or currency they're backed by. With gold prices rising and more Wall Street analysts picking gold as a smart investment, investors from institutional to retail have begun purchasing the commodity through various channels, and a gold-backed stablecoin is one way to do so. According to a recent report from the crypto exchange CEX.io, tokenized gold trading reached $178 billion in 2025. That's more than any other U.S. exchange-traded fund (ETF) except the SPDR Gold Shares (GLD 10.27%), which has $165 billion in assets under management. Popular stablecoins such as Tether Gold and Paxos Gold have grown tremendously, and can be purchased on crypto platforms like Coinbase. Why gold has done so well Gold has done well for three clear reasons: geopolitical tensions, inflation, and mounting U.S. debt. Whether it's been ongoing wars across the world or President Donald Trump's tariffs, investors tend to move into gold when there is geopolitical tension or events that could shake up the world order. The other big reasons, which are somewhat tied together, are soaring inflation and mounting U.S. debt. Since the Great Recession, the Federal Reserve has pumped trillions of dollars into the economy, and...
This week, President Trump announces he intends to nominate Kevin Warsh as the next Fed Chair. Then, how government ownership is changing competition, capital allocation, and the future of US markets. Plus, will cutting SNAP destabilize the grocery, farming, and food-bank economies? Later, how big money is transforming youth sports, driving up costs and changing how families chase athletic dreams....
This week, President Trump announces he intends to nominate Kevin Warsh as the next Fed Chair. Then, how government ownership is changing competition, capital allocation, and the future of US markets. Plus, will cutting SNAP destabilize the grocery, farming, and food-bank economies? Later, how big money is transforming youth sports, driving up costs and changing how families chase athletic dreams. (Source: Bloomberg)
Separatists from Pakistan’s Balochistan province claimed responsibility for nearly a dozen coordinated attacks across southern Pakistan early on Saturday that targeted civilians, a high-security prison, police stations and paramilitary installations. Eleven civilians, 10 security personnel and 67 insurgents were killed, authorities said. Though Baloch separatists and the Pakistani Taliban frequent...
Separatists from Pakistan’s Balochistan province claimed responsibility for nearly a dozen coordinated attacks across southern Pakistan early on Saturday that targeted civilians, a high-security prison, police stations and paramilitary installations. Eleven civilians, 10 security personnel and 67 insurgents were killed, authorities said. Though Baloch separatists and the Pakistani Taliban frequently target security forces in Balochistan and elsewhere in the country, coordinated attacks on this scale are rare. Advertisement Authorities said at least 108 militants have been killed across Balochistan over the past 48 hours, including 67 on Saturday. The dead included 11 civilians, among them three women and three children, in the city of Gwadar in Balochistan, police official Ibad Khan said. Volunteers and relatives load a body of a police officer killed by militants into an ambulance at a hospital in Quetta, Pakistan, on Saturday. Photo: AP He said the dead civilians were ethnic Baloch. Khan said police quickly responded to the attack and killed all the attackers.
In this article @CL.1 Follow your favorite stocks CREATE FREE ACCOUNT An explosion occurred at Iran's southern port of Bandar Abbas on Saturday, Iranian media reported, without giving a cause for the blast. The semi-official Tasnim news agency said that social media reports alleging that a Revolutionary Guard navy commander was targeted in the explosion were "completely false". Iranian media said ...
In this article @CL.1 Follow your favorite stocks CREATE FREE ACCOUNT An explosion occurred at Iran's southern port of Bandar Abbas on Saturday, Iranian media reported, without giving a cause for the blast. The semi-official Tasnim news agency said that social media reports alleging that a Revolutionary Guard navy commander was targeted in the explosion were "completely false". Iranian media said the blast was being investigated but gave no further information. Iranian authorities could not immediately be contacted for comment. The port of Bandar Abbas lies on the Strait of Hormuz, a vital waterway between Iran and Oman which handles about a fifth of the world's seaborne oil. The reported explosion comes amid heightened tensions between Tehran and Washington after Iranian authorities quelled the biggest protests to convulse the country in three years, and also amid ongoing Western concerns over Iran's nuclear program. The nationwide protests erupted in December over economic hardship and posed one of the toughest challenges to the country's clerical rulers. At least 5,000 people were killed in the protests, including 500 members of the security forces, an Iranian official told Reuters. U.S. President Donald Trump said on Thursday an "armada" was heading toward Iran. Multiple sources said on Friday that Trump was weighing options against Iran that include targeted strikes on security forces. Earlier on Saturday, Iranian President Masoud Pezeshkian accused U.S., Israeli and European leaders of exploiting Iran's economic problems, inciting unrest and providing people with the means to "tear the nation apart". -- This is a developing story. Please check back for details.
Apple Inc. (NASDAQ:AAPL) Q1 2026 Earnings Call Transcript January 29, 2026 Apple Inc. beats earnings expectations. Reported EPS is $2.84, expectations were $2.67. Suhasini Chandramouli: Good afternoon and welcome to the Apple Q1 fiscal year 2026 earnings conference call. My name is Suhasini Chandramouli, Director of Investor Relations. Today’s call is being recorded. Speaking first today is Apple ...
Apple Inc. (NASDAQ:AAPL) Q1 2026 Earnings Call Transcript January 29, 2026 Apple Inc. beats earnings expectations. Reported EPS is $2.84, expectations were $2.67. Suhasini Chandramouli: Good afternoon and welcome to the Apple Q1 fiscal year 2026 earnings conference call. My name is Suhasini Chandramouli, Director of Investor Relations. Today’s call is being recorded. Speaking first today is Apple CEO, Timothy D. Cook. And he’ll be followed by CFO, Kevan Parekh. Operator: After that, we’ll open the call to questions from analysts. Suhasini Chandramouli: Please note that some of the information you’ll hear during our discussion today will consist of forward-looking statements, including, without limitation, those regarding revenue, gross margin, operating expenses, other income and expense, taxes, capital allocation, and future business outlook. These statements involve risks and uncertainties that may cause actual results or trends to differ materially from our forecast, including risks related to the potential impact to the company’s business and results of operations from macroeconomic conditions, tariffs, and other measures, and legal and regulatory proceedings. For more information, please refer to the risk factors discussed in Apple’s most recently filed reports on Form 10-Q and Form 10-K and the Form 8-K filed with the SEC today along with the associated press release. Additional information will also be in our report on Form 10-Q for the quarter ended December 27, 2025, to be filed tomorrow and in other reports and filings we make with the SEC. Apple assumes no obligation to update any forward-looking statements, which speak only as of the date they are made. I’d now like to turn the call over to Tim for introductory remarks. Timothy D. Cook: Thank you, Suhasini. Good afternoon, everyone. And thanks for joining the call. I am proud to say that we just had a quarter for the record books. We are reporting our best-ever quarter with $143.8 billion in revenue, up ...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Dolby Laboratories (NYSE:DLB) is expanding Dolby Atmos and Dolby Vision into the automotive sector through new partnerships with major carmakers. The company is preparing launch plans for Dolby Vision 2 TVs, alongside Dolby OptiView and broader imaging paten...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Dolby Laboratories (NYSE:DLB) is expanding Dolby Atmos and Dolby Vision into the automotive sector through new partnerships with major carmakers. The company is preparing launch plans for Dolby Vision 2 TVs, alongside Dolby OptiView and broader imaging patent programs. Dolby reports more than 35 ecosystem partnerships, including integrations with Qualcomm and Mercedes Benz, pointing to a wider reach for its core technologies. Dolby Laboratories, trading at $64.19, operates at the intersection of audio, video, and in-car experiences, giving investors a wider set of use cases to follow. The stock is up 3.4% over the past week, while returns over 1, 3, and 5 years show declines of 21.9%, 22.1%, and 24.6%. These performance figures may influence how investors assess execution risk and the durability of these new initiatives. The breadth of Dolby’s expansion, from premium cars to next-generation TVs and extended imaging IP programs, increases the potential touchpoints with consumers and manufacturers. For investors, key questions are likely to center on the pace at which these partnerships scale, the extent to which Dolby Atmos and Dolby Vision 2 gain adoption, and how effectively this broader presence contributes to licensing and ecosystem value over time. Stay updated on the most important news stories for Dolby Laboratories by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Dolby Laboratories. NYSE:DLB Earnings & Revenue Growth as at Jan 2026 How Dolby Laboratories stacks up against its biggest competitors Quick Assessment ✅ Price vs Analyst Target : At US$64.19, the price sits about 28% below the US$89.25 analyst target range midpoint. ✅ Simply Wall St Valuation : Simply Wall St flags the shares as trading about 41.8% below its estimated fair value. ❌ Recent Momentu...
The mainframe business is thriving. In the age of cloud computing, it's easy to forget that IBM (IBM 0.89%) still sells its hulking mainframe systems. Following IBM's fourth-quarter earnings report, it's clear that the mainframe business is not only surviving but also thriving. Here's an incredible fact IBM CFO Jim Kavanaugh disclosed during the earnings call: IBM's mainframe business recorded its...
The mainframe business is thriving. In the age of cloud computing, it's easy to forget that IBM (IBM 0.89%) still sells its hulking mainframe systems. Following IBM's fourth-quarter earnings report, it's clear that the mainframe business is not only surviving but also thriving. Here's an incredible fact IBM CFO Jim Kavanaugh disclosed during the earnings call: IBM's mainframe business recorded its best fourth quarter revenue in more than 20 years. Revenue soared 61% year over year, adjusted for currency, driving a 17% increase in the infrastructure segment. IBM's mainframe systems are still widely used, particularly in industries that need extreme reliability and security. 71% of Fortune 500 companies use mainframes, according to Market Reports World. About 92% of large financial institutions and 63% of government agencies use mainframe systems in their operations, with IBM accounting for more than 90% of installed mainframe systems. Amazingly, over 87% of global credit card transactions are processed on mainframe systems. How have mainframes remained relevant for so long? IBM has repeatedly iterated, upgraded, and improved its systems to meet client needs. The latest z17 mainframe systems, which are driving record results, are tailor-made for the AI era. AI inference on the mainframe IBM's z17 mainframe system is designed to handle more than 250 AI use cases, including loan risk mitigation, chatbot services, medical image analysis, and retail crime prevention. The z17 can handle up to 450 billion AI inferencing operations per day, up 50% from its predecessor. Importantly, those AI operations have average response times of just one millisecond, making the z17 ideal for real-time operations where latency isn't acceptable. While the z17 has plenty of on-board AI processing power, IBM also sells the Spyre AI accelerator. The Spyre accelerators can be installed in z17 mainframe systems, enabling customers to run more powerful AI models, including IBM's Granite models. I...
Muslim Leaders In Italian City Demand Removal Of Plastic Pig From Deli Shop Window Via Remix News, A plastic pig displayed in the window of a newly opened delicatessen on the Piazza dei Signori in the Italian city of Padua has triggered a local controversy after a senior representative of the city’s Muslim community called for its removal, arguing that it is offensive and inappropriate. The pig, p...
Muslim Leaders In Italian City Demand Removal Of Plastic Pig From Deli Shop Window Via Remix News, A plastic pig displayed in the window of a newly opened delicatessen on the Piazza dei Signori in the Italian city of Padua has triggered a local controversy after a senior representative of the city’s Muslim community called for its removal, arguing that it is offensive and inappropriate. The pig, placed in the window of the deli Mortadella… e Non Solo, is used to advertise the shop’s sandwiches and cured meats, which are primarily made from pork . According to Il Giornale , Salim El Mauoed, the regional vice president of Padua’s Muslim community, urged both the shop’s owners and local authorities to intervene, describing the display as “in bad taste” and offensive to Muslims who pass through the area. There is no legal basis requiring the business to remove the display. The pig imagery is a central part of the shop’s branding and appears not only in the window but also in its logo, promotional materials, and merchandise shared publicly on social media. El Mauoed’s request has drawn criticism from some politicians and residents, who argue that it amounts to interference with lawful commercial activity and undermines the principle of civil coexistence. They contend that living together in a pluralistic society necessarily involves accepting visible expressions of different cultures, religions, and dietary traditions, particularly when those expressions are neither targeted nor discriminatory. Il Giornale reports that some members of the local Muslim community believe symbols seen as contrary to Islamic religious precepts should be avoided in shared urban spaces . Others, however, have warned that removing a legal and commonplace commercial symbol risks establishing a precedent in which religious objections could reshape long-established customs and everyday practices. The newspaper also notes that the deli employs Muslim staff, some of whom have publicly defended the d...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Innodata (INOD) has been in focus after two fresh contracts, one that opens the door to future task orders under the US Missile Defense Agency’s SHIELD program and another expanding its AI data work with Palantir Technologies. See our latest analysis for Innodata. The recent SHIE...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Innodata (INOD) has been in focus after two fresh contracts, one that opens the door to future task orders under the US Missile Defense Agency’s SHIELD program and another expanding its AI data work with Palantir Technologies. See our latest analysis for Innodata. The recent SHIELD award and Palantir engagement have arrived alongside a sharp 13.19% 1 day share price decline to US$55.44, even though the 1 year total shareholder return is almost 50% and the 3 year total shareholder return is very large at close to 9x. This suggests long term momentum has been strong even as near term sentiment cools. If contracts like SHIELD and the Palantir work have caught your attention, it could be a good moment to widen your AI watchlist with high growth tech and AI stocks. With shares at US$55.44 after a sharp pullback, while 1 year and 3 year returns remain very strong and analysts publish higher price targets, is Innodata now undervalued, or is the market already pricing in further growth? Most Popular Narrative: 40.9% Undervalued Innodata's most followed narrative points to a fair value of $93.75 per share versus the last close at $55.44, framing a sizable valuation gap that depends on how early stage enterprise AI demand develops. Increasing adoption of AI across industries requires curated and high-quality datasets, and Innodata's evolving role from simple data provider to strategic partner (sitting "at the table" with clients' data scientists) is likely to support premium pricing, recurring contracts, and market share gains, with positive impact on both revenue stability and net margins. Read the complete narrative. Curious what assumptions sit behind that fair value and premium pricing view? Revenue growth, margins, and rich earnings multiples all play a part, and the full narrative lays out how those pieces fit together without holding back on the detai...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Innodata (INOD) has been in focus after two fresh contracts, one that opens the door to future task orders under the US Missile Defense Agency’s SHIELD program and another expanding its AI data work with Palantir Technologies. See our latest analysis for Innodata. The recent SHIE...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Innodata (INOD) has been in focus after two fresh contracts, one that opens the door to future task orders under the US Missile Defense Agency’s SHIELD program and another expanding its AI data work with Palantir Technologies. See our latest analysis for Innodata. The recent SHIELD award and Palantir engagement have arrived alongside a sharp 13.19% 1 day share price decline to US$55.44, even though the 1 year total shareholder return is almost 50% and the 3 year total shareholder return is very large at close to 9x. This suggests long term momentum has been strong even as near term sentiment cools. If contracts like SHIELD and the Palantir work have caught your attention, it could be a good moment to widen your AI watchlist with high growth tech and AI stocks. With shares at US$55.44 after a sharp pullback, while 1 year and 3 year returns remain very strong and analysts publish higher price targets, is Innodata now undervalued, or is the market already pricing in further growth? Most Popular Narrative: 40.9% Undervalued Innodata's most followed narrative points to a fair value of $93.75 per share versus the last close at $55.44, framing a sizable valuation gap that depends on how early stage enterprise AI demand develops. Increasing adoption of AI across industries requires curated and high-quality datasets, and Innodata's evolving role from simple data provider to strategic partner (sitting "at the table" with clients' data scientists) is likely to support premium pricing, recurring contracts, and market share gains, with positive impact on both revenue stability and net margins. Read the complete narrative. Curious what assumptions sit behind that fair value and premium pricing view? Revenue growth, margins, and rich earnings multiples all play a part, and the full narrative lays out how those pieces fit together without holding back on the detai...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Innodata (INOD) has been in focus after two fresh contracts, one that opens the door to future task orders under the US Missile Defense Agency’s SHIELD program and another expanding its AI data work with Palantir Technologies. See our latest analysis for Innodata. The recent SHIE...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Innodata (INOD) has been in focus after two fresh contracts, one that opens the door to future task orders under the US Missile Defense Agency’s SHIELD program and another expanding its AI data work with Palantir Technologies. See our latest analysis for Innodata. The recent SHIELD award and Palantir engagement have arrived alongside a sharp 13.19% 1 day share price decline to US$55.44, even though the 1 year total shareholder return is almost 50% and the 3 year total shareholder return is very large at close to 9x. This suggests long term momentum has been strong even as near term sentiment cools. If contracts like SHIELD and the Palantir work have caught your attention, it could be a good moment to widen your AI watchlist with high growth tech and AI stocks. With shares at US$55.44 after a sharp pullback, while 1 year and 3 year returns remain very strong and analysts publish higher price targets, is Innodata now undervalued, or is the market already pricing in further growth? Most Popular Narrative: 40.9% Undervalued Innodata's most followed narrative points to a fair value of $93.75 per share versus the last close at $55.44, framing a sizable valuation gap that depends on how early stage enterprise AI demand develops. Increasing adoption of AI across industries requires curated and high-quality datasets, and Innodata's evolving role from simple data provider to strategic partner (sitting "at the table" with clients' data scientists) is likely to support premium pricing, recurring contracts, and market share gains, with positive impact on both revenue stability and net margins. Read the complete narrative. Curious what assumptions sit behind that fair value and premium pricing view? Revenue growth, margins, and rich earnings multiples all play a part, and the full narrative lays out how those pieces fit together without holding back on the detai...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Qualcomm (NasdaqGS:QCOM) is working with Samsung on potential two nanometer chip manufacturing to support its next wave of AI and automotive processors. The company is evaluating SOCAMM2 memory technology as a way to strengthen ...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Qualcomm (NasdaqGS:QCOM) is working with Samsung on potential two nanometer chip manufacturing to support its next wave of AI and automotive processors. The company is evaluating SOCAMM2 memory technology as a way to strengthen performance in AI focused hardware. Institutional investors, including David Tepper, have taken new positions in Qualcomm, pointing to growing attention on its AI and automotive exposure. Qualcomm is best known for smartphone chipsets, but its current focus reaches further into AI computing and automotive semiconductors. The company is exploring leading edge two nanometer production with Samsung and potential SOCAMM2 memory adoption. Both of these efforts are aimed at more demanding AI workloads in data centers, vehicles, and connected devices. For you as an investor, these moves highlight how NasdaqGS:QCOM is positioning its chip and memory roadmap for markets that are still in the early stages of build out. The combination of advanced manufacturing talks, new memory options, and fresh institutional interest provides several concrete developments to watch as Qualcomm expands beyond its traditional smartphone base. Stay updated on the most important news stories for QUALCOMM by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on QUALCOMM. NasdaqGS:QCOM 1-Year Stock Price Chart Why QUALCOMM could be great value Investor Checklist for QUALCOMM Quick Assessment ✅ Price vs Analyst Target : At US$151.59 versus a US$190.38 analyst target, the share price sits about 20% below consensus. ⚖️ Simply Wall St Valuation : QUALCOMM is described as trading close to estimated fair value, with only a small discount. ❌ Recent Momentum: The 30 day return of about 11.4% decline shows recent weakness in the share price. Check out Simply...
Lisanti Capital Growth LLC cut its holdings in Astera Labs, Inc. (NASDAQ:ALAB - Free Report) by 88.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,865 shares of the company's stock after selling 21,315 shares during the period. Lisanti Capital Growth LLC's holdings in Astera Labs were worth $561,000 as of its most recent filing with the SEC....
Lisanti Capital Growth LLC cut its holdings in Astera Labs, Inc. (NASDAQ:ALAB - Free Report) by 88.2% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 2,865 shares of the company's stock after selling 21,315 shares during the period. Lisanti Capital Growth LLC's holdings in Astera Labs were worth $561,000 as of its most recent filing with the SEC. Other hedge funds have also recently added to or reduced their stakes in the company. Sumitomo Mitsui Trust Group Inc. raised its holdings in shares of Astera Labs by 21.6% in the 2nd quarter. Sumitomo Mitsui Trust Group Inc. now owns 14,781 shares of the company's stock worth $1,336,000 after buying an additional 2,624 shares in the last quarter. Maryland State Retirement & Pension System increased its position in shares of Astera Labs by 37.7% during the 2nd quarter. Maryland State Retirement & Pension System now owns 6,960 shares of the company's stock worth $629,000 after purchasing an additional 1,906 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its holdings in Astera Labs by 94.6% during the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 109,576 shares of the company's stock valued at $9,908,000 after purchasing an additional 53,276 shares during the last quarter. Vanguard Personalized Indexing Management LLC grew its stake in Astera Labs by 142.4% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 11,366 shares of the company's stock worth $1,028,000 after buying an additional 6,677 shares during the last quarter. Finally, Realta Investment Advisors acquired a new stake in shares of Astera Labs during the second quarter worth approximately $214,000. Institutional investors own 60.47% of the company's stock. Get Astera Labs alerts: Sign Up Astera Labs Stock Down 6.1% Shares of Astera Labs stock opened at $150.62 on Friday. Astera Labs, Inc. has a 12 month low of $47.13 and a 12 month high o...
Nadya So/iStock Editorial via Getty Images Introduction For much of the past year, Starbucks ( SBUX ) has been described in uninspiring terms. Margin pressure. Higher labor costs. Store closures. But that framing misses what is really happening. Under Brian Niccol, Starbucks is not settling for a modest recovery. The company is aiming for the fences. Investment in service quality is being prioriti...
Nadya So/iStock Editorial via Getty Images Introduction For much of the past year, Starbucks ( SBUX ) has been described in uninspiring terms. Margin pressure. Higher labor costs. Store closures. But that framing misses what is really happening. Under Brian Niccol, Starbucks is not settling for a modest recovery. The company is aiming for the fences. Investment in service quality is being prioritized to drive sales growth, with margins expected to follow. Throughput is becoming the central operating priority to enhance execution in peak hours. In store, mobile, drive through, and delivery are being reworked to function as one part of an ecosystem rather than competing channels. This is not a turnaround built on cost cutting. It is a deliberate bet that better service and faster order flow can drive meaningful comparable sales growth, improve store level economics, and restore operating profit margins. The 4% YoY increase in Q1 FY26 comparable store sales offers an early indication that service enhancements are resonating with customers and that Niccol’s strategy is starting to harness the power of the Starbucks brand. Investment Thesis My investment thesis for Starbucks rests on three core pillars: A service-led reset sits at the core of the Back to Starbucks strategy and is the company’s primary lever to drive comparable sales growth. Early signs indicate that this focus on service is beginning to lift like-for-like sales. At the Analyst Day , Starbucks highlighted that by FY28 it aims to reach a run rate of adding 2,000 new stores per year, of which roughly 400 are expected to be in the U.S. For a company that already operates one of the largest restaurant chains in the world with more than 41,000 stores globally, this cadence of new store openings underscores the depth of the organic growth opportunity still ahead. Accordingly, new store additions should remain a material contributor to top-line growth over the medium term. The joint venture with Boyu Capital in ...
Key Points Intuitive Surgical's quarterly update was strong, except for its weak guidance. Still, long-term prospects for this specialist in robotic surgery remain intact. 10 stocks we like better than Intuitive Surgical › Intuitive Surgical (NASDAQ: ISRG), a medical device specialist, faced significant issues last year, especially as its business struggled amid President Donald Trump's strict tra...
Key Points Intuitive Surgical's quarterly update was strong, except for its weak guidance. Still, long-term prospects for this specialist in robotic surgery remain intact. 10 stocks we like better than Intuitive Surgical › Intuitive Surgical (NASDAQ: ISRG), a medical device specialist, faced significant issues last year, especially as its business struggled amid President Donald Trump's strict trade policies. The healthcare giant is facing more problems this year. Intuitive Surgical's shares recently fell as the market was unimpressed with its latest quarterly update. However, this could be a decent opportunity to pick up the company's shares on the dip. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Guidance was weak Intuitive Surgical performed well, all things considered, in the fourth quarter of 2025. The company's revenue grew 19% year over year to $2.87 billion, while the volume of procedures performed with its famous da Vinci system increased 17%. The company also made progress on the bottom line, with earnings per share of $2.21, up 17.6% year over year. Despite strong results, Intuitive Surgical's guidance for its fiscal 2026 is what scared investors. The company expects da Vinci procedure volume to grow between 13% and 15% this year, compared to 18% in 2025. This metric is an important driver of revenue growth. The more surgeries performed with the company's da Vinci system, the more instruments and accessories it can sell. That's Intuitive Surgical's bread and butter. So, slower procedure volume growth likely means slower top-line growth, something investors don't want to see for a stock that seems practically priced for perfection. Intuitive Surgical is trading at 54 times forward earnings, well above the 18.6 average for healthcare stocks. Why Intuitive Surgical is still a buy Although growth may slow down this year, Intuitive Surgical has attractive long-term prospe...
格隆汇1月31日｜GlassRatner咨询与资本集团高级董事总经理Seth R Freeman指出，新获美联储主席提名的沃什的首要任务之一，将是重建全球市场公信力。这在特朗普与鲍威尔过去数月关系紧张的背景下尤显重要。Freeman还表示，沃什是最佳人选，他长期在政府任职。但最好的消息是，我们不必再应对特朗普不断施压美联储主席所带来的不确定性和市场扰动了，这对所有人都是好事。此外，他还表示，只需看...
格隆汇1月31日｜GlassRatner咨询与资本集团高级董事总经理Seth R Freeman指出，新获美联储主席提名的沃什的首要任务之一，将是重建全球市场公信力。这在特朗普与鲍威尔过去数月关系紧张的背景下尤显重要。Freeman还表示，沃什是最佳人选，他长期在政府任职。但最好的消息是，我们不必再应对特朗普不断施压美联储主席所带来的不确定性和市场扰动了，这对所有人都是好事。此外，他还表示，只需看看黄金的大跌，以及白银更猛烈的跌幅，就表明市场将迎来更强势的美元和不同的环境，尤其是对白银而言。鉴于这项提名，如果金属价格没有大幅反弹，也无需意外。且鉴于沃什的鹰派倾向，重仓贵金属的交易员可能面临亏损，尤其是那些未对冲或做空的头寸。下周一可能会有部分交易员陷入严重困境，至少是那些未持中性立场或做空贵金属的人。
Warren Buffett has officially stepped down, but could Berkshire still have a bright future? Warren Buffett officially stepped down as CEO of Berkshire Hathaway (BRK.A +1.19%)(BRK.B +0.78%) at the end of 2025, and the stock is 12% lower since he announced his departure. In this video, I'll discuss what I'm watching in 2026, and where I think Berkshire's stock price will be in five years. *Stock pri...
Warren Buffett has officially stepped down, but could Berkshire still have a bright future? Warren Buffett officially stepped down as CEO of Berkshire Hathaway (BRK.A +1.19%)(BRK.B +0.78%) at the end of 2025, and the stock is 12% lower since he announced his departure. In this video, I'll discuss what I'm watching in 2026, and where I think Berkshire's stock price will be in five years. *Stock prices used were the morning prices of Jan 29, 2026. The video was published on Jan 30, 2026.
US authorities have reportedly investigated claims that Meta can read users’ encrypted chats on the WhatsApp messaging platform, which it owns. The reports follow a lawsuit filed last week, which claimed Meta “can access virtually all of WhatsApp users’ purportedly ‘private’ communications”. Meta has denied the allegation, reported by Bloomberg, calling the lawsuit’s claim “categorically false and...
US authorities have reportedly investigated claims that Meta can read users’ encrypted chats on the WhatsApp messaging platform, which it owns. The reports follow a lawsuit filed last week, which claimed Meta “can access virtually all of WhatsApp users’ purportedly ‘private’ communications”. Meta has denied the allegation, reported by Bloomberg, calling the lawsuit’s claim “categorically false and absurd”. It suggested the claim was a tactic to support the NSO Group, an Israeli firm that develops spyware used against activists and journalists, and which recently lost a lawsuit brought by WhatsApp. The firm that filed last week’s lawsuit against Meta, Quinn Emanuel Urquhart & Sullivan, attributes the allegation to unnamed “courageous” whistleblowers from Australia, Brazil, India, Mexico and South Africa. Quinn Emanuel is, in a separate case, helping to represent the NSO Group in its appeal against a judgment from a US federal court last year, which ordered it to pay $167m to WhatsApp for violating its terms of service in its deployment of Pegasus spyware against more than 1,400 users. “We’re pursuing sanctions against Quinn Emanuel for filing a meritless lawsuit that was designed purely to grab headlines,” said Carl Woog, a Meta spokesperson, in a statement. “This is the same firm that is trying to help NSO overturn an injunction that barred their operations for targeting journalists and government officials with spyware.” Adam Wolfson, a partner at Quinn Emanuel said: “Our colleagues’ defence of NSO on appeal has nothing to do with the facts disclosed to us and which form the basis of the lawsuit we brought for worldwide WhatsApp users. “We look forward to moving forward with those claims and note WhatsApp’s denials have all been carefully worded in a way that stops short of denying the central allegation in the complaint – that Meta has the ability to read WhatsApp messages, regardless of its claims about end-to-end encryption.” Steven Murdoch, professor of securit...