Hispanolistic/E+ via Getty Images One very interesting company that, 20 years ago, I would have thought never would have had potential, is Uber Technologies ( UBER ). The very concept back then of hopping into a car with a stranger, even if they are verified by technology, would have been very foreign. But that's why the company was able to be so successful. It tapped into a big need and the exist...
Hispanolistic/E+ via Getty Images One very interesting company that, 20 years ago, I would have thought never would have had potential, is Uber Technologies ( UBER ). The very concept back then of hopping into a car with a stranger, even if they are verified by technology, would have been very foreign. But that's why the company was able to be so successful. It tapped into a big need and the existence of slack resources. And over time, it has grown rapidly. The business continues to do so today, with revenue expanding as user adoption grows. And for many investors, this is viewed as a prime prospect. I, on the other hand, have viewed it lately as more of a ‘hold’ candidate than anything else. This is only because of how expensive shares are. As a value investor, the price that I pay is important. Having said that, the market has disagreed with my overall assessment since I originally rated it a ‘hold’ candidate back in July of 2020. In that time, the stock has jumped 158.5%. That is measurably better than the 120.7% that the S&P 500 saw over the same window of time. Even though the market has been more optimistic about the company than I have been, I don't think that my overall assessment here is off. While the stock is cheaper than shares of other similar firms, it is still rather pricey. And that justifies, in my view, a more cautious approach even though financial performance will almost certainly continue expanding. Of course, I am willing to admit that I could be wrong. That will be based on data and nothing more. It just so happens that, on February 4th, before the market opens, the management team at Uber Technologies will be announcing financial results for the final quarter of the company's 2025 fiscal year. Leading up to that point, there is the expectation of continued strong growth. But that is only in relation to revenue, not profits. If management can come out with stellar financial performance and reassure investors that the future is bright, I could ...
My top 10 things to watch Friday, Jan. 30 1. The S & P 500 was headed for a lower open. But stocks trimmed their declines after President Donald Trump nominated Kevin Warsh to be the new chair of the Federal Reserve. The Friday morning selection of Warsh was likely to ease concerns about Fed independence, and recently soaring gold and silver prices sank. The new Fed chief faces a tough balancing a...
My top 10 things to watch Friday, Jan. 30 1. The S & P 500 was headed for a lower open. But stocks trimmed their declines after President Donald Trump nominated Kevin Warsh to be the new chair of the Federal Reserve. The Friday morning selection of Warsh was likely to ease concerns about Fed independence, and recently soaring gold and silver prices sank. The new Fed chief faces a tough balancing act on the dual mandate of fostering employment and keeping prices stable. This morning, the producer price index, the latest read on inflation, came in higher than expected for December. 2. Club holding Apple posted a terrific quarter last night. Demand for the iPhone was great and the services unit was strong. The China market was fantastic, but watch India as it grows. Will the memory shortage cause a problem for the company? It will, but it will be an even bigger problem for all the non-subsidized players. Own, don't trade Apple, whose stock was solidly higher for the week and set to break an eight-week losing streak. 3. Red-hot stock Sandisk soared another 22% this morning after the data storage company reported a tremendous quarter. As of yesterday's close, Sandisk stock was up an incredible 175% year to date. Goldman Sachs hiked its price target to $700 from $320. Analysts see more upside for the stock after guidance significantly beat already sky-high expectations. Bernstein took its PT to $1,000 from $580 for the same reason. Citi, Morgan Stanley and Jefferies all hiked as well. 4. Wolfe Research upgraded Broadcom to a buy from hold. Analysts, who issued a $400 price target, said artificial intelligence revenue in 2027 could double for the chipmaker. "We can no longer ignore" the company's growth in tensor processing units, the firm wrote. It's welcomed news. This Club stock has been lagging as there is no shortage. 5. Club name Honeywell received a price target increase from Barclays. Analysts took the industrial stock up to $259 from $250 and kept a buy rating. Wi...
The tech giant’s cloud-computing unit, Azure, posted a 38% growth, below the 39% increase in the same period last year. In this photo illustration, a Microsoft Azure logo is seen displayed on a smartphone with a Microsoft logo in the background. (Photo Illustration by Avishek Das/SOPA Images/LightRocket via Getty Images) The tech giant reported its second-quarter (Q2) results on Wednesday, posting...
The tech giant’s cloud-computing unit, Azure, posted a 38% growth, below the 39% increase in the same period last year. In this photo illustration, a Microsoft Azure logo is seen displayed on a smartphone with a Microsoft logo in the background. (Photo Illustration by Avishek Das/SOPA Images/LightRocket via Getty Images) The tech giant reported its second-quarter (Q2) results on Wednesday, posting a revenue of $81.3 billion and earnings per share (EPS) of $4.14, both exceeding estimates. Deutsche Bank and BMO capital analysts said Azure growth and guidance fell short of market expectations. Stifel analyst Brad Reback increased his price target to $540 from $520, keeping a ‘Buy’ rating. Microsoft Corp. (MSFT) stock is drawing attention on Friday as retail investors remain optimistic about its growth despite it tumbling 10% on Thursday, its biggest fall since 2020. The tech giant reported its second-quarter (Q2) results on Wednesday, posting a revenue of $81.3 billion and earnings per share (EPS) of $4.14. Both revenue and EPS exceeded the analysts’ consensus estimate of $80.25 billion and $3.95, respectively, according to Fiscal AI data. However, the stock fell as the company’s cloud-computing unit, Azure, reported a 38% growth, below the 39% increase in the same period last year. In Friday’s premarket, Microsoft stock inched 0.8% higher. What Are Stocktwits Users Saying? On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels. MSFT’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Jan. 30, 2026 | Source: Stocktwits A Stocktwits user believes Microsoft’s price decline is a gift to investors. Another user expressed optimism about the stock’s long-term potential. One user called the company’s current valuation multiple fair. How Did The Street React? Deutsche Bank analyst Brad Zelnick lowered Microsoft’s price target to $575 from $630 but retained a ‘Buy’ rating, according to TheFl...
We Are Stock index futures were lower on Friday as investors continued to digest a wave of corporate earnings as the selloff looked to deepen. Here are four stocks to watch on the day: SoFi Technologies ( SOFI ) stock surged 6% in Friday premarket trading after the fintech bank posted strong Q4 results. The company reported robust loan growth and new member additions, while issuing 2026 guidance t...
We Are Stock index futures were lower on Friday as investors continued to digest a wave of corporate earnings as the selloff looked to deepen. Here are four stocks to watch on the day: SoFi Technologies ( SOFI ) stock surged 6% in Friday premarket trading after the fintech bank posted strong Q4 results. The company reported robust loan growth and new member additions, while issuing 2026 guidance that topped Wall Street consensus estimates. Verizon ( VZ ) shares rose 2.7% in premarket trading after the telecommunications giant reported top-and-bottom-line beats for the fourth quarter. The company also provided a robust outlook for the full year and posted strong additions for postpaid phone subscribers. Exxon Mobil ( XOM ) slipped 1.5% in premarket trading Friday after narrowly beating Wall Street expectations for Q4 adjusted earnings. Shares had hit an all-time intraday high of $142.34 in the previous session and have gained 16% so far in January. Johnson & Johnson ( JNJ ) was largely flat in premarket trading. This comes after a New Jersey federal judge dismissed a lawsuit claiming the company engaged in fraud by using bankruptcy to settle tens of thousands of cases alleging its talc-based baby powder and other products caused cancer. More Related Stories SoFi: The $3B Question Heading Into Q4 2025 Earnings Johnson & Johnson: Strong Momentum Heading Into 2026 Exxon: Oil Is Everywhere, Energy Isn't (Earnings Preview) SoFi stock jumps after Q4 earnings beat; 2026 guidance exceeds consensus Exxon's Q4 earnings decline Y/Y as production slips; full-year output reaches 40-year high
HJBC The European Medicine Association's Committee for Medicinal Products for Human Use has given a positive recommendation for conditional approval to Sanofi's ( SNY ) chronic graft-versus-host disease treatment Rezurock (belumosudil). The recommendation is for use of Rezurock when other treatments have failed or have provided limited benefit. The positive outcome comes CHMP issued a negative opi...
HJBC The European Medicine Association's Committee for Medicinal Products for Human Use has given a positive recommendation for conditional approval to Sanofi's ( SNY ) chronic graft-versus-host disease treatment Rezurock (belumosudil). The recommendation is for use of Rezurock when other treatments have failed or have provided limited benefit. The positive outcome comes CHMP issued a negative opinion in October 2025. Sanofi has agreed to conduct a confirmatory post-marketing study. The recommendation was based on results from the randomized phase 2 ROCKstar that found durable responses with Rezurock for patients after stem cell transplant and at least two prior lines of systemic therapy. More on Sanofi Sanofi (SAN:CA) Q4 2025 Earnings Call Transcript Sanofi 2025 Q4 - Results - Earnings Call Presentation Sanofi (SAN:CA) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Sanofi anticipates profitable growth to continue over at least five years Sanofi Non-GAAP EPS of €1.53 beats by €0.06, revenue of €11.3B beats by €170M; issues FY26 outlook
US wholesale inflation increased in December by more than forecast as the producer price index rose 0.5% after a 0.2% gain in the prior month, reflecting higher costs for services. Michael McKee reports on Bloomberg Television. (Source: Bloomberg)
US wholesale inflation increased in December by more than forecast as the producer price index rose 0.5% after a 0.2% gain in the prior month, reflecting higher costs for services. Michael McKee reports on Bloomberg Television. (Source: Bloomberg)
carlofranco/iStock via Getty Images Shares of Beazer Homes USA ( BZH ) have been a poor performer over the past year, losing about 10% of their value. The homebuilder has struggled amidst a weak US housing market, which has made its expansion efforts more questionable. Plus, its balance sheet carries more debt than most peers, leaving the company more exposed to a prolonged downturn. These concern...
carlofranco/iStock via Getty Images Shares of Beazer Homes USA ( BZH ) have been a poor performer over the past year, losing about 10% of their value. The homebuilder has struggled amidst a weak US housing market, which has made its expansion efforts more questionable. Plus, its balance sheet carries more debt than most peers, leaving the company more exposed to a prolonged downturn. These concerns left me negative on shares when I last covered them in October , and since then they lost 4% while the market gained 3%, justifying my “sell” rating. On Thursday, these concerns came to fruition, and shares plunged another 10% on earnings. With updated financials and more optimism surrounding the housing market, now is a good time to revisit Beazer. Seeking Alpha Weak demand pressures margins In the company’s fiscal first quarter , Beazer Homes lost $0.90, about $0.41 worse than expected as revenue dropped over 22% to $363 million. This excludes a $0.23 litigation charge. The drop in revenue was entirely due to fewer deliveries, as its sales price rose 1% to $514k. This increase was due to mix shift as more sales occur in higher priced areas, and on a like-for-like basis, the company is not raising prices. BZH reported an $11 million EBITDA loss, down from a $23 million gain last year. Given weaker demand, BZH was forced to rely on incentives and absorb any tariff-related costs, driving gross margins down 420bps to 14%. I view levels below 20% as decidedly unhealthy. SG&A rose 390bps to 17.9% as the company cannot scale down operating costs as quickly as revenue has fallen. Management is seeking to make incremental margin gains across the year, though I expect this will be a challenge. Its growth strategy is questionable Unfortunately, we are not yet seeing signs that demand is turning in a material fashion. New orders were weak at 763, down 18% from last year, suggesting that lower mortgage rates are not doing anything yet to boost demand. BZH is now generating just 1.5 ...
DNY59/E+ via Getty Images Written by Austin Rogers for High Yield Investor As always, there is plenty of noise about the potential for short-term inflation from tariffs, fiscal stimulus from tax cuts, and deficit spending from various governments around the world. But the long-term trajectory of global inflation is poised to be significantly suppressed by three potent macroeconomic forces: Minimal...
DNY59/E+ via Getty Images Written by Austin Rogers for High Yield Investor As always, there is plenty of noise about the potential for short-term inflation from tariffs, fiscal stimulus from tax cuts, and deficit spending from various governments around the world. But the long-term trajectory of global inflation is poised to be significantly suppressed by three potent macroeconomic forces: Minimal money supply growth Slowing population growth and aging demographics The transformative impact of artificial intelligence and automation While short-term factors often dominate current price trends, these three structural shifts are coming together to fundamentally restrain both the demand-side capacity for price increases and the cost-push necessity for them. As such, our long-term macro outlook remains the same. While we can't predict any particular quarter or year, we are persuaded that the overall trajectory will be toward slower GDP growth, lower inflation, and lower interest rates. 1. Minimal Money Supply Growth Like everything in economics, inflation is fundamentally a function of supply and demand. When overall demand exceeds overall supply, there will be resulting price increases in some goods or services. In other words, inflation comes from "too much money chasing too few goods [and services]." And one of the primary elements of demand is the money supply, because the money supply is a proxy for the aggregate purchasing power in circulation. When growth in the money supply is low, it likewise suppresses the growth in the aggregate purchasing power of businesses and consumers, which in turn tends to keep inflation low. On the other hand, when money supply growth is high, it means that the aggregate purchasing power is rising rapidly, which typically facilitates price increases. More specifically, what matters is growth in the money supply faster than growth in the production of goods and services. Generally speaking, the more money is in circulation in the econom...
Key Points Canopy Growth's stock has been in a seemingly endless tailspin in recent years. It has, however, had brief periods where it has rallied, sometimes even after earnings. Poor fundamentals and a troubling outlook make this a highly risky stock to invest in today. 10 stocks we like better than Canopy Growth › Canadian-based pot producer Canopy Growth (NASDAQ: CGC) is coming off another toug...
Key Points Canopy Growth's stock has been in a seemingly endless tailspin in recent years. It has, however, had brief periods where it has rallied, sometimes even after earnings. Poor fundamentals and a troubling outlook make this a highly risky stock to invest in today. 10 stocks we like better than Canopy Growth › Canadian-based pot producer Canopy Growth (NASDAQ: CGC) is coming off another tough year on the markets. In 2025, its share price collapsed by 58%, and the year before that, it was down a staggering 46%. Things have gone from bad to worse for the business over the years, as it has struggled to grow, and hopes of the U.S. legalizing marijuana simply haven't come to fruition. But with so much bad news baked into its share price already, it may potentially make for an appealing buy for contrarian investors. Next week, on Feb. 6, Canopy Growth reports its third-quarter earnings for fiscal 2026 -- should you buy the pot stock before then? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Could earnings give Canopy Growth's stock a boost? While shares of Canopy Growth have been on a downward trajectory for multiple years, there have been periods of bullishness along the way. And the last time it posted earnings in November, the stock experienced a brief boost. While large positive earnings surprises aren't the norm for a company that has been struggling with profitability and organic growth, that doesn't mean Canopy Growth still can't outperform expectations -- a key determinant in which direction the stock goes in after earnings. In its most recent earnings report, which went up until the end of September, Canopy Growth reported cannabis net revenue of 51 million Canadian dollars, which rose 12% compared to the previous year. The company also drastically reduced its net loss from CA$128.3 million to just CA$1.6 million as it incurred less im...
The cost of wholesale goods and services rose sharply at the end of last year, underscoring the battle against inflation is far from over as President Trump gets set to name a new chairman of the Federal Reserve.
The cost of wholesale goods and services rose sharply at the end of last year, underscoring the battle against inflation is far from over as President Trump gets set to name a new chairman of the Federal Reserve.
Bristol Myers Squibb BMY recently collaborated with clinical-stage biopharma company Janux Therapeutics to jointly develop a novel, tumor-activated therapeutic targeting a validated solid tumor antigen expressed across multiple cancer types. Per the terms, Janux is eligible to receive up to $50 million in upfront and near-term milestone payments, with the potential for additional development, regu...
Bristol Myers Squibb BMY recently collaborated with clinical-stage biopharma company Janux Therapeutics to jointly develop a novel, tumor-activated therapeutic targeting a validated solid tumor antigen expressed across multiple cancer types. Per the terms, Janux is eligible to receive up to $50 million in upfront and near-term milestone payments, with the potential for additional development, regulatory, and commercial milestones totaling approximately $800 million. Janux will also earn tiered royalties on global product sales, providing meaningful long-term upside if the program succeeds commercially. While Janux will lead preclinical development through IND submission, BMY will assume responsibility thereafter for clinical development and global commercialization. Janux will remain actively involved through the completion of the first phase I study. Earlier this month, BMY announced a strategic collaboration with Microsoft to accelerate the early detection of lung cancer through the use of artificial intelligence-powered radiology solutions. In 2025, BMY collaborated with BioNTech BNTX for the global co-development and co-commercialization of BioNTech’s investigational bispecific antibody pumitamig (BNT327) across numerous solid tumor types. Last month, BMY and BioNTech announced the first interim results from a global randomized phase II study evaluating pumitamig in combination with chemotherapy for patients with locally advanced or metastatic triple-negative breast cancer, regardless of PD-L1 expression. The interim analysis demonstrated encouraging antitumor activity and a manageable safety profile for pumitamig plus chemotherapy in both first- and second-line treatment settings. A phase III study, ROSETTA-BREAST-01 (NCT07173751), is currently evaluating pumitamig in combination with chemotherapy versus placebo plus chemotherapy in patients with previously untreated locally advanced or metastatic triple-negative breast cancer who are ineligible for PD-(L)1 the...
jetcityimage/iStock Editorial via Getty Images An expert panel of the EU drug regulator, the European Medicines Agency (EMA), declined on Friday to endorse heart failure as a new indication for Mounjaro (tirzepatide), Eli Lilly’s ( LLY ) blockbuster diabetes/obesity drug. The GIP/GLP-1 dual receptor agonist is currently used along with diet and physical activity in the EU for weight management in ...
jetcityimage/iStock Editorial via Getty Images An expert panel of the EU drug regulator, the European Medicines Agency (EMA), declined on Friday to endorse heart failure as a new indication for Mounjaro (tirzepatide), Eli Lilly’s ( LLY ) blockbuster diabetes/obesity drug. The GIP/GLP-1 dual receptor agonist is currently used along with diet and physical activity in the EU for weight management in obese or overweight people with weight-related health conditions. The Indiana-based drugmaker has sought a label expansion for the injectable to treat obese adults showing evidence of chronic heart failure with preserved ejection fraction (HFpEF). “EMA did not recommend that a separate indication should be granted for the treatment of HFpEF,” the regulator said following a review by its Committee for Medicinal Products for Human Use (CHMP). However, it agreed to update the Mounjaro label to include relevant data supporting the company’s marketing application for the HFpEF indication. More on Eli Lilly Eli Lilly: Obesity Pricing For Access Tradeoff A Net Positive Eli Lilly: Breakout To New Highs Sends A Clear Warning Shot Eli Lilly: Buy Ahead Of Its Earnings Day (Preview) TrumpRx launch now delayed - report Trump says Eli Lilly to build six “big” U.S. plants
Carlos Alcaraz says he did not bend the rules by taking a medical timeout during his Australian Open semi-final against Alexander Zverev - who suggested the Spaniard had benefited from favouritism. Spain's Alcaraz seemed to be cramping at 5-4 in the third set and was allowed to see the physio, even though Grand Slam rules say players are not allowed medical timeouts for muscle spasms. Players can ...
Carlos Alcaraz says he did not bend the rules by taking a medical timeout during his Australian Open semi-final against Alexander Zverev - who suggested the Spaniard had benefited from favouritism. Spain's Alcaraz seemed to be cramping at 5-4 in the third set and was allowed to see the physio, even though Grand Slam rules say players are not allowed medical timeouts for muscle spasms. Players can take a three-minute timeout for physical injuries or illness but not for cramping, which is regarded as a conditioning problem rather than a medical issue. Alcaraz, 22, went on to lose the set before winning a five-hour classic 6-4 7-6 (7-5) 6-7 (3-7) 6-7 (4-7) 7-5 as the Australian Open finally sparked into life. "I didn't think it was cramp at the beginning," said Alcaraz, who will play either Jannik Sinner or Novak Djokovic in Sunday's final. "I went to run to the forehand side and I started to feel the right adductor. [The physio] decided to take the medical timeout."
Coya Therapeutics ( COYA ) on Friday said it has agreed to sell about 2.52 million shares in a private placement priced at $4.40 per share, raising gross proceeds of approximately $11.1 million. Dr. Reddy’s Laboratories, through a subsidiary, invested $10 million, while Greenlight Capital, the company’s largest institutional shareholder, invested $1.1 million. The clinical-stage biotechnology comp...
Coya Therapeutics ( COYA ) on Friday said it has agreed to sell about 2.52 million shares in a private placement priced at $4.40 per share, raising gross proceeds of approximately $11.1 million. Dr. Reddy’s Laboratories, through a subsidiary, invested $10 million, while Greenlight Capital, the company’s largest institutional shareholder, invested $1.1 million. The clinical-stage biotechnology company said it plans to use the proceeds to accelerate technology transfer and scale-up manufacturing for low-dose IL-2 to support commercial readiness of its COYA 302 program. The offering is expected to close on or about January 30, 2026, subject to customary conditions. COYA +2.39% premarket to $4.71. Source: Press Release More on Coya Therapeutics Seeking Alpha’s Quant Rating on Coya Therapeutics Historical earnings data for Coya Therapeutics Financial information for Coya Therapeutics
Panama’s president said ports at each end of the Panama canal would operate as usual after the country’s supreme court ruled the concession held by a subsidiary of a Chinese company was unconstitutional. The court’s decision on Thursday, which helps US attempts to block any Chinese influence over the strategic waterway, immediately drew a sharp rebuke from Beijing. José Raúl Mulino, Panama’s presi...
Panama’s president said ports at each end of the Panama canal would operate as usual after the country’s supreme court ruled the concession held by a subsidiary of a Chinese company was unconstitutional. The court’s decision on Thursday, which helps US attempts to block any Chinese influence over the strategic waterway, immediately drew a sharp rebuke from Beijing. José Raúl Mulino, Panama’s president, said on Friday that until the court’s ruling was executed maritime officials would work with Panama Ports Company (PPC), a subsidiary of Hong Kong’s CK Hutchison, to ensure continuing operations. Once the concession was formally ended, a subsidiary of the Danish logistics company AP Moller-Maersk would operate the ports in a transitional phase until a new concession could be awarded, Mulino said. “Panama moves forward, its ports will continue operating without interruption and we will continue serving the world as the logistics centre of excellence that we are,” Mulino said in a recorded video address. The court’s ruling followed an audit by Panama’s comptroller, which alleged irregularities in the 25-year extension of the concession granted in 2021. The Trump administration made blocking China’s influence over the canal one of its priorities in the hemisphere. Panama was Marco Rubio’s first overseas stop as US secretary of state. Despite the insistence by Panama’s government and the canal authority that China had no influence, Rubio made clear that Washington viewed the operation of the ports as a national security issue. Donald Trump, the US president, has said Panama should return the canal to US control. The court’s brief statement gave no guidance on what would happen to the ports next, or any timescale. PPC said it had not been notified about the decision and insisted its concession was the result of transparent international bidding. It said in a statement that the ruling lacked “legal basis and jeopardises not only PPC and its contract, but also the wellbeing ...
In a decisive move that reshapes the competitive landscape of artificial intelligence infrastructure, Samsung Electronics (KRX: 005930) has officially cleared the final quality and reliability tests for its 6th-generation High Bandwidth Memory (HBM4) from both NVIDIA (NASDAQ: NVDA) and AMD (NASDAQ: AMD). As of late January 2026, this breakthrough signals a major reversal of fortune for the South K...
In a decisive move that reshapes the competitive landscape of artificial intelligence infrastructure, Samsung Electronics (KRX: 005930) has officially cleared the final quality and reliability tests for its 6th-generation High Bandwidth Memory (HBM4) from both NVIDIA (NASDAQ: NVDA) and AMD (NASDAQ: AMD). As of late January 2026, this breakthrough signals a major reversal of fortune for the South Korean tech giant, which had spent much of the previous two years trailing behind its chief rival, SK Hynix (KRX: 000660), in the race to supply the memory chips essential for generative AI. The validation of Samsung’s HBM4 is not merely a logistical milestone; it is a technological leap that promises to unlock the next tier of AI performance. By securing approval for NVIDIA’s upcoming "Vera Rubin" platform and AMD’s MI450 accelerators, Samsung has positioned itself as a critical pillar for the 2026 AI hardware cycle. Industry insiders suggest that the successful qualification has already led to the conversion of multiple production lines at Samsung’s P4 and P5 facilities in Pyeongtaek to meet the explosive demand from hyperscalers like Google and Microsoft. Technical Specifications: The 11Gbps Frontier The defining characteristic of Samsung’s HBM4 is its unprecedented data transfer rate. While the industry standard for HBM3E hovered around 9.2 to 10 Gbps, Samsung’s latest modules have achieved stable speeds of 11.7 Gbps per pin. This 11Gbps+ threshold is achieved through the implementation of Samsung’s 6th-generation 10nm-class (1c) DRAM process. This marks the first time a memory manufacturer has successfully integrated 1c DRAM into an HBM stack, providing a 20% improvement in power efficiency and significantly higher bit density than the 1b DRAM currently utilized by competitors. Unlike previous generations, HBM4 features a fundamental architectural shift: the integration of a logic base die. Samsung has leveraged its unique position as the world’s only company with both ...
SoFi and Enterprise Products are two very different businesses. But both are built to be great long-term investments. In this video, Motley Fool contributors Jason Hall and Tyler Crowe make the case for why they intend to hold SoFi (SOFI 1.46%) and Enterprise Products Partners (EPD +1.94%) for at least the next five years, and likely much longer. *Stock prices used were from the afternoon of Jan. ...
SoFi and Enterprise Products are two very different businesses. But both are built to be great long-term investments. In this video, Motley Fool contributors Jason Hall and Tyler Crowe make the case for why they intend to hold SoFi (SOFI 1.46%) and Enterprise Products Partners (EPD +1.94%) for at least the next five years, and likely much longer. *Stock prices used were from the afternoon of Jan. 28, 2026. The video was published on Jan 30, 2026.