Bloomberg's Ed Ludlow reports on Tesla's plans to invest about $2 billion into xAI, giving Elon Musk's artificial-intelligence startup a cash infusion despite a shareholder vote last year that failed to win approval.
Bloomberg's Ed Ludlow reports on Tesla's plans to invest about $2 billion into xAI, giving Elon Musk's artificial-intelligence startup a cash infusion despite a shareholder vote last year that failed to win approval.
Tesla's conference call has started. Investors will be looking for tangible details about the robo-taxi business, including when more cities will be added, when safety monitors, present in the robo-taxis at launch, will be removed for good, and who can buy and operate Tesla's purpose-built robo-taxi, the Cybercab. A year ago, CEO Elon Musk thought Tesla might produce tens of thousands of robots in...
Tesla's conference call has started. Investors will be looking for tangible details about the robo-taxi business, including when more cities will be added, when safety monitors, present in the robo-taxis at launch, will be removed for good, and who can buy and operate Tesla's purpose-built robo-taxi, the Cybercab. A year ago, CEO Elon Musk thought Tesla might produce tens of thousands of robots in 2026.
Talaj/iStock via Getty Images I have promised my readers another share investment opportunity off the beaten path. This is my investment thesis for Aurubis AG ( AIAGF ) (FWB: NDA1). The $ spent on data centers and AI infrastructure “will be trillions of dollars.” Nvidia CEO Huang Says Trillions More Needed for AI Buildout, Bloomberg Television. The largest data center in China is more than 10 mill...
Talaj/iStock via Getty Images I have promised my readers another share investment opportunity off the beaten path. This is my investment thesis for Aurubis AG ( AIAGF ) (FWB: NDA1). The $ spent on data centers and AI infrastructure “will be trillions of dollars.” Nvidia CEO Huang Says Trillions More Needed for AI Buildout, Bloomberg Television. The largest data center in China is more than 10 million square feet, or almost 1 million sqm, and built at a cost of around $3bn. 15 Largest Data Centers in the World. Huang says trillions of dollars more are needed. Just visualize a 10 million square feet flat surface and build a multi-story data center on it; it’s a humongous block of metals. Now add trillions of dollars as the budget. I do not know if data centers will be profitable. I do know that demanding trillions of dollars of mineral resources for this endeavor will see some suppliers make super profits. The obvious opportunities have already been targeted, so I went looking for less obvious opportunities where valuation and share price still have lots of room to run. I also looked for determining information that is difficult to spot yet yields advantageous information. I always work on the Pareto 80/20 principle and search for high-value, high-impact variables. I prefer not to microanalyze every possible variable. This is my pick. Aurubis AG is headquartered in Hamburg, Germany. Aurubis is a global leader in high-level metallurgy, recycling, and low-carbon smelting. Metals are the business of Aurubis and specifically the high-tech metals, which are the pressing need globally. High-tech metals at the highest levels of purity. The metals will be bought with the data center and AI infrastructure trillions of dollars. Everything that Aurubis is doing is a near-perfect match for data centers, the proverbial match made in heaven description. I have used the data center mineral demand infographic in my silver article to show the silver demand of data centers, but it has ...
Image source: The Motley Fool. Wednesday, January 28, 2026 at 5 p.m. ET Call participants President and Chief Executive Officer — Stephen W. Beard Chief Financial Officer — Robert J. Phelan Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total Enrollment -- Increased over 6% to 97,000 students, driven by growth across Walden and Chamberlain segments. -- Increased over 6%...
Image source: The Motley Fool. Wednesday, January 28, 2026 at 5 p.m. ET Call participants President and Chief Executive Officer — Stephen W. Beard Chief Financial Officer — Robert J. Phelan Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total Enrollment -- Increased over 6% to 97,000 students, driven by growth across Walden and Chamberlain segments. -- Increased over 6% to 97,000 students, driven by growth across Walden and Chamberlain segments. Revenue -- Rose 12.4% to $503.4 million, with all segments contributing and $18 million of incremental benefit from a Walden academic calendar shift. -- Rose 12.4% to $503.4 million, with all segments contributing and $18 million of incremental benefit from a Walden academic calendar shift. Adjusted EBITDA -- Increased 23.9% to $154.9 million; margin expanded 290 basis points to 30.8%, with Walden leading growth and Chamberlain partially offsetting. -- Increased 23.9% to $154.9 million; margin expanded 290 basis points to 30.8%, with Walden leading growth and Chamberlain partially offsetting. Adjusted Operating Income -- Reached $126.1 million, up 24.3%, reflecting operational leverage and continued strategic investments. -- Reached $126.1 million, up 24.3%, reflecting operational leverage and continued strategic investments. Adjusted Net Income -- Was $87.9 million, up 26.7%, attributed to higher operating income and lower interest expense, partially offset by higher taxes. -- Was $87.9 million, up 26.7%, attributed to higher operating income and lower interest expense, partially offset by higher taxes. Adjusted EPS -- Increased 34.3% to $2.43, reflecting improved profitability and share repurchases. -- Increased 34.3% to $2.43, reflecting improved profitability and share repurchases. Share Repurchases -- $165 million deployed in the quarter; 1.7 million shares repurchased at $95 average price, completing prior authorization and launching a new $750 million plan with $728 million remaining. -- $1...
(RTTNews) - Amazon (AMZN) has announced plans to shut down the majority of its Amazon Fresh and Amazon Go grocery stores, pivoting its physical grocery strategy towards delivery services and an expanded Whole Foods footprint. The company acknowledged that while its branded grocery stores showed promise, they have not yet delivered a distinctive customer experience with an economic model suitable f...
(RTTNews) - Amazon (AMZN) has announced plans to shut down the majority of its Amazon Fresh and Amazon Go grocery stores, pivoting its physical grocery strategy towards delivery services and an expanded Whole Foods footprint. The company acknowledged that while its branded grocery stores showed promise, they have not yet delivered a distinctive customer experience with an economic model suitable for large-scale expansion. Amazon will evaluate individual locations to determine whether some can be converted into Whole Foods stores. The company currently operates more than 550 Whole Foods locations and plans to open over 100 new stores in the coming years, including smaller-format Whole Foods Market Daily Shop outlets. According to CEO Andy Jassy, Amazon's overall grocery business has grown to more than $100 billion in gross merchandise sales over the past year, ranking it among the top three grocers in the United States. The company is also prioritizing same-day delivery, having expanded perishable delivery to more than 5,000 U.S. cities, with further growth planned in 2026. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Todd Lyons, acting director of Immigration and Customs Enforcement, speaks during a press conference about "Operation Midway Blitz," an immigration enforcement campaign, at a hangar in Gary, Indiana, Oct. 30, 2025. Leah Millis | Reuters The detained immigrant whose case led a top federal court judge in Minnesota to threaten the head of U.S. Immigration and Customs Enforcement with a contempt of co...
Todd Lyons, acting director of Immigration and Customs Enforcement, speaks during a press conference about "Operation Midway Blitz," an immigration enforcement campaign, at a hangar in Gary, Indiana, Oct. 30, 2025. Leah Millis | Reuters The detained immigrant whose case led a top federal court judge in Minnesota to threaten the head of U.S. Immigration and Customs Enforcement with a contempt of court finding has been released from custody in Texas, court filings on Wednesday show. The lawyer for the released immigrant, Juan Hugo Tobay Robles , told the judge in a letter that "a contempt proceeding may still be appropriate" given the federal government's violations of a prior order by the judge that a bond hearing be held for Tobay Robles. The attorney, Graham Ojala-Barbour, asked Chief Judge Patrick Schiltz for that hearing to be held in a week or more, to give him time to assemble evidence about the "harms" Tobay Robles incurred as a result of the government's conduct. A man protests against the fatal shooting of Renee Nicole Good by a U.S. Immigration and Customs Enforcement agent, during a rally outside the Whipple federal building in Minneapolis against increased immigration enforcement across the city, Jan. 8, 2026. Tim Evans | Reuters Schiltz, in a scathing filing Monday night, ordered acting ICE Director Todd Lyons to personally appear in U.S. District Court in Minneapolis on Friday to explain why he should not be held in contempt of court after ICE repeatedly violated judicial orders related to immigration enforcement actions. Schiltz said that if he were told before Friday's hearing that Tobay Robles had been released, he would not require Lyons to appear in court. In a joint filing on Wednesday, Ojala-Barbour, Lyons, Department of Homeland Security Secretary Kristi Noem, and ICE's St. Paul field office chief, David Easterwood, stipulated that Tobay Robles had been released. In a separate filing, Ojala-Barbour told Schiltz that after the judge issued the or...
(RTTNews) - Meritage Homes Corporation (MTH) on Wednesday reported a significant year-over-year decline in fourth-quarter 2025 earnings, reflecting lower homebuilding margins and reduced profitability compared with the same period in 2024. For the fourth quarter, total closing revenue declined 12 percent to $1.43 billion from $1.61 billion a year earlier, as home closing revenue fell to $1.41 bill...
(RTTNews) - Meritage Homes Corporation (MTH) on Wednesday reported a significant year-over-year decline in fourth-quarter 2025 earnings, reflecting lower homebuilding margins and reduced profitability compared with the same period in 2024. For the fourth quarter, total closing revenue declined 12 percent to $1.43 billion from $1.61 billion a year earlier, as home closing revenue fell to $1.41 billion from $1.60 billion despite a modest increase in land closing revenue. Net earnings fell 51 percent year over year to $84.0 million, compared with $172.6 million in the fourth quarter of 2024. Earnings per share declined accordingly, with basic EPS at $1.21 versus $2.39 last year and EPS at $1.20 compared with $2.36 in the prior-year period. MTH closed Wednesday's trading at $69.18, down $0.39 or 0.56 percent on the New York Stock Exchange. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Key Points Inflation has the potential to erode retirees' buying power. Dividend stocks and REITs could be a source of steady portfolio income. Growth ETFs are risky, but they could be a great way to outpace inflation significantly. The $23,760 Social Security bonus most retirees completely overlook › If you're in the process of planning and saving for retirement, one thing that may have you worri...
Key Points Inflation has the potential to erode retirees' buying power. Dividend stocks and REITs could be a source of steady portfolio income. Growth ETFs are risky, but they could be a great way to outpace inflation significantly. The $23,760 Social Security bonus most retirees completely overlook › If you're in the process of planning and saving for retirement, one thing that may have you worried is inflation. And that's understandable. Social Security's cost-of-living adjustments (COLAs) do not tend to do a good job of standing up to inflation. For this reason, if you want to outpace inflation, you'll need the right investments. Here are three you should consider adding to your retirement portfolio. 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 » 1. Dividend ETFs Dividend ETFs, or exchange-traded funds, invest in companies with a strong history of paying and, in many cases, increasing their dividends. These funds often focus on stability, making them a potentially good fit for your retirement portfolio as far as risk goes. Of course, you could also choose individual dividend stocks for your retirement portfolio. But you may find that ETFs simplify the investing process, allowing you to own many stocks by buying into a single fund. Now you may be hesitant to put money into stocks at all during retirement due to the risks involved. But while it's generally unwise to keep most or all of your portfolio in stocks as a retiree, keeping a good 50% to 60% in stocks is a great way to continue generating income, thereby minimizing the risk of losing buying power to inflation year after year. 2. Real estate investment trusts Real estate investment trusts, or REITs, are companies that make money through real estate portfolios. Hospitality REITs, for example, make their money by owning and operating hotels and other properties offering lodging, like exten...
Goalkeeper Anatoliy Trubin scored a 98th-minute header as Benfica defeated Real Madrid 4-2 to secure a Champions League knockout place on Wednesday and deny their opponents an automatic spot in the last 16. Benfica were heading out despite leading 3-2 with seconds of stoppage time remaining before Trubin met a free-kick to score the goal they needed to get into the playoff round on goal difference...
Goalkeeper Anatoliy Trubin scored a 98th-minute header as Benfica defeated Real Madrid 4-2 to secure a Champions League knockout place on Wednesday and deny their opponents an automatic spot in the last 16. Benfica were heading out despite leading 3-2 with seconds of stoppage time remaining before Trubin met a free-kick to score the goal they needed to get into the playoff round on goal difference. Madrid had hoped to finish in the top eight and go straight into the last 16, but their 15 points from eight games was not enough and they finished the match with nine men as Raúl Asencio and Rodrygo were sent off. Andreas Schjelderup scored two goals for Benfica and Vangelis Pavlidis netted from the penalty spot, while Kylian Mbappé netted twice for Real in a hugely entertaining, end-to-end contest. Trubin’s late goal meant Marseille slipped out of 24th spot and exit the competition after their 3-0 defeat against Club Brugge, a result that lifted the Belgian side into the playoff positions. Barcelona stormed back in the second half to claim a 4-1 victory over Copenhagen at the Camp Nou on Wednesday, sealing a top-eight finish and direct qualification for the last 16. View image in fullscreen Benfica’s Anatoliy Trubin heads home in stoppage time. Photograph: Pedro Nunes/Reuters Goals from Robert Lewandowski, Lamine Yamal, Raphinha and Marcus Rashford ensured the Catalans finished fifth in the standings on 16 points. Copenhagen shocked the hosts early when 17-year-old Viktor Dadason slotted the opener past Joan García in the fourth minute but the second half began with a Barcelona fight back. Lamine Yamal set up Lewandowski to equalise in the 48th minute, before scoring himself in the 60th with a deflected effort that left Copenhagen keeper Dominik Kotarski helpless. Raphinha made it 3-1 from the penalty spot after Lewandowski was fouled, and Rashford added a fourth with a free kick in the 85th minute. Sporting Lisbon twice came from behind before Alisson Santos netted an ...
It's doing something right, averaging annual gains of 20% over the past 15 years. When investing, it's always good to be plunking your hard-earned dollars into companies and industries that you understand. A biotech company may sound exciting, but if you aren't very familiar with that industry, you may not appreciate the risks it faces. One of the most understandable industries is the retail secto...
It's doing something right, averaging annual gains of 20% over the past 15 years. When investing, it's always good to be plunking your hard-earned dollars into companies and industries that you understand. A biotech company may sound exciting, but if you aren't very familiar with that industry, you may not appreciate the risks it faces. One of the most understandable industries is the retail sector, and one of the most solid retailers is Costco (COST 0.98%). If you own shares, as I do, I think you'll do well to hang on to them for the coming decade -- or longer. If you're not currently a shareholder, you might want to hold off on buying right now, though, as the shares seem a bit overvalued, with a recent forward-looking price-to-earnings (P/E) ratio of 47, well above the stock's five-year average of 41. Expand NASDAQ : COST Costco Wholesale Today's Change ( -0.98 %) $ -9.50 Current Price $ 960.78 Key Data Points Market Cap $431B Day's Range $ 955.61 - $ 970.10 52wk Range $ 844.06 - $ 1078.23 Volume 2.5M Avg Vol 2.8M Gross Margin 12.88 % Dividend Yield 0.52 % Here's why the stock is worth owning -- and holding: Its business model is a thing of beauty, supported in large part by its membership fees, which generate more than $5 billion annually. Management knows how to grow the company effectively. Indeed, the stock has averaged annual gains of 23% over the past five years and 20% over the past 15 years. And in its last reported quarter, sales grew by 8%, with its e-commerce revenue growing by more than 20%. It treats its stakeholders well -- giving workers above-average pay and benefits, giving shoppers modest markups on products, and giving shareholders...well, those hefty returns. (Costco has also issued large occasional special dividends, on top of its regular dividend, which recently gave a dividend yield of 0.5%.) It has plenty of growth potential. Its locations number only 923 globally and 633 in the U.S., as of January. And it's aiming to boost growth in part ...
Liberty Energy press release ( LBRT ): FY Non-GAAP EPS of $0.15 beats by $0.22 . Revenue of $4B (-7.2% Y/Y) beats by $150M . Fourth quarter 2025 revenue of $1.0 billion and net income of $14 million, or $0.08 fully diluted earnings per share Fourth quarter 2025 Adjusted EBITDA 1 of $158 million Raised quarterly cash dividend by 13% to $0.09 per share beginning in the fourth quarter of 2025 Shares ...
Liberty Energy press release ( LBRT ): FY Non-GAAP EPS of $0.15 beats by $0.22 . Revenue of $4B (-7.2% Y/Y) beats by $150M . Fourth quarter 2025 revenue of $1.0 billion and net income of $14 million, or $0.08 fully diluted earnings per share Fourth quarter 2025 Adjusted EBITDA 1 of $158 million Raised quarterly cash dividend by 13% to $0.09 per share beginning in the fourth quarter of 2025 Shares -1.83% AH. More on Liberty Energy Liberty Energy: The Pivot To A Power Company Is Cash Negative In The Near Term Liberty Energy Q4 2025 Earnings Preview Liberty Energy, Vantage Data Centers partner to develop 1 GW of power solutions for data centers Seeking Alpha’s Quant Rating on Liberty Energy Historical earnings data for Liberty Energy
Tesla Surges After Reporting $2BN Investment In xAI, Stronger Than Expected Profit Going into Tesla earnings, we wrote in our preview that Morgan Stanley saw a "particularly wide dispersion in financial KPIs into the 4Q print and for 2026." The bank said that the stock reaction will depend on the incrementality of updates around scaling robotaxi/Cybercab, launching Unsupervised FSD, Optimus Gen 3,...
Tesla Surges After Reporting $2BN Investment In xAI, Stronger Than Expected Profit Going into Tesla earnings, we wrote in our preview that Morgan Stanley saw a "particularly wide dispersion in financial KPIs into the 4Q print and for 2026." The bank said that the stock reaction will depend on the incrementality of updates around scaling robotaxi/Cybercab, launching Unsupervised FSD, Optimus Gen 3, and AI5 on the earnings call. It is no secret, that the automotive business remains Tesla’s biggest challenge: vehicle deliveries have fallen sharply in the fourth quarter, and the loss of key tax credits, rising competition, and heavier use of discounts have all weighed on demand and margins. Analysts are closely watching automotive gross margin, excluding regulatory credits, as a measure of Tesla’s true pricing power. Many expect it to come in near 14% to 15%, down from recent quarters. This reflects a reality that Tesla is no longer operating in a wide-open EV market and must now fight harder for every sale. In contrast, Tesla’s energy division is widely expected to be a bright spot. While auto sales have faced headwinds, energy storage deployments hit a record high last quarter at 14.2 gigawatt hours. Energy storage is still a relatively small part of the business, but it continues to be the sleeper hit for a company not known primarily for its batteries. The company continues to see strong demand for its Megapack battery systems, especially from data centers and AI companies building out massive computing infrastructure. Tesla deployed a record amount of energy storage during the quarter, and analysts expect revenue from the segment to approach $4 billion, up more than 20% from a year ago. Some analysts believe this business could become a steady, high-margin growth engine over time, helping offset weakness in car sales. Robotics and artificial intelligence remain more speculative but are central to Tesla’s long-term story. Optimus, the company’s humanoid robot, is st...
Tesla, Inc. (NASDAQ:TSLA) disclosed in its fourth-quarter earnings release that it will invest approximately $2 billion into CEO Elon Musk's artificial intelligence startup, xAI. TSLA stock is climbing. See the chart and details here. The Investment Details Tesla is participating in xAI's Series E funding round, which recently raised a total of $20 billion and values the AI firm at a staggering $2...
Tesla, Inc. (NASDAQ:TSLA) disclosed in its fourth-quarter earnings release that it will invest approximately $2 billion into CEO Elon Musk's artificial intelligence startup, xAI. TSLA stock is climbing. See the chart and details here. The Investment Details Tesla is participating in xAI's Series E funding round, which recently raised a total of $20 billion and values the AI firm at a staggering $230 billion. While Tesla's contribution accounts for 10% of this specific funding round, it equates to less than a 1% stake in the overall company. The “Why“ Tesla is framing the move as a cornerstone of its Master Plan Part IV. The company argues that while xAI focuses on digital intelligence (such as its Grok LLM), Tesla is focused on physical AI. The two companies have signed a framework agreement to explore collaborations, which Tesla claims will help scale its autonomous and robotic technologies. The $2 billion investment comes as a June 2024 shareholder pending lawsuit alleges that Musk breached his fiduciary duties by launching xAI in the first place. Shareholders argue Musk shifted talent and opportunities away from Tesla to benefit his private venture, xAI. Looking Ahead The deal is expected to finalize in the first quarter of 2026, provided it clears regulatory hurdles. Tesla also said it plans to unveil the Gen 3 version of its humanoid robot Optimus in the first quarter of this year, and large scale production of Tesla Semi and CyberCab is set to commence in the first half of 2026. Tesla shares moved higher on the news and fourth-quarter earnings beat. The stock was up 4.15% at $448.33 in Wednesday’s extended trading, according to Benzinga Pro. Photo: Shutterstock
Bloomberg's Ed Ludlow reports on Tesla's plans to invest about $2 billion into xAI, giving Elon Musk’s artificial-intelligence startup a cash infusion despite a shareholder vote last year that failed to win approval. (Source: Bloomberg)
Bloomberg's Ed Ludlow reports on Tesla's plans to invest about $2 billion into xAI, giving Elon Musk’s artificial-intelligence startup a cash infusion despite a shareholder vote last year that failed to win approval. (Source: Bloomberg)
Despite concerns among investors, Fed Chair Powell believes the economy has stabilized. As Fed rate decisions days go, this one was relatively mild. The Federal Open Market Committee (FOMC) elected to keep the Fed funds rate at 3.5%-3.75% on Wednesday afternoon, and stock indexes barely flinched at the news. The S&P 500 (^GSPC 0.01%) finished the session essentially flat, down 0.01%. However, Fed ...
Despite concerns among investors, Fed Chair Powell believes the economy has stabilized. As Fed rate decisions days go, this one was relatively mild. The Federal Open Market Committee (FOMC) elected to keep the Fed funds rate at 3.5%-3.75% on Wednesday afternoon, and stock indexes barely flinched at the news. The S&P 500 (^GSPC 0.01%) finished the session essentially flat, down 0.01%. However, Fed rate decision days are known as much for Chair Jerome Powell's press conferences as they are for the decision itself, as investors use the opportunity to glean any insights into the economy from the Fed chief. This time around, Powell struck a mostly optimistic tone, telling the audience that major risks in the economy had eased. Let's take a look at what he said and what it means for investors. What Jerome Powell thinks of the economy Perhaps, Powell's most telling assessment of the economy was, "I would say that the upside risks to inflation and the downside risks to employment have diminished, but they still exist." Last year, with the implementation of tariffs and a weakening labor market, the Fed was faced with the risk of a potentially stagflationary environment with rising inflation and unemployment. As Powell sees it, that risk has meaningfully cooled. Regarding the labor market, he noted that indicators suggest that conditions were stabilizing after a period of softening, as the unemployment rate has held around 4.4% in recent months. He also seemed to think the impact of tariffs, which were a huge concern for investors at one point last year, had mostly been absorbed, though he said tariffs were keeping inflation in goods above the Fed's goal of 2%, while services inflation had begun to come down. He expects the effect of tariffs on prices to soon peak and then start to fall. The Fed Chair also seemed relatively upbeat on the labor market, noting that immigration restrictions may have driven down job growth as both supply and demand for labor have come down, possi...