Lighthouse Films/DigitalVision via Getty Images The world of REITs has changed considerably over the past five years. The era of easy capital has passed and the eye of investors has become more discerning in the post-pandemic era. This means that the businesses of old and new REITs have received a different kind of scrutiny as REITs like Realty Income ( O ) begin to show their age and new players ...
Lighthouse Films/DigitalVision via Getty Images The world of REITs has changed considerably over the past five years. The era of easy capital has passed and the eye of investors has become more discerning in the post-pandemic era. This means that the businesses of old and new REITs have received a different kind of scrutiny as REITs like Realty Income ( O ) begin to show their age and new players like Generation Income Properties ( GIPR ) struggle to earn their stripes. Despite the challenges, some REITs like Essential Properties Realty Trust ( EPRT ) have found success with a clean slate to build from. Data by YCharts In the past, I’ve talked about REITs from just about every angle. Somewhere I often fall back to is the business model. What does this REIT do and how does it make money? That’s exactly the lens we will apply today to Modiv Industrial ( MDV ). Investors who are looking for MOnthy DIVidends from a REIT that owns Industrial assets may find MDV attractive. The company recently increased its dividend payout by 2.6% and updated investors via their 8-k . Let’s dive into recent coverage and more updates. Review of Prior Coverage Last year, I covered MDV on several occasions. I initiated coverage on the REIT and subsequently published a short piece talking about the dangers of the sale leaseback transaction. My initial coverage introduced the company and its portfolio. We talked about how MDV was working to build a modern industrial portfolio with its lean team of less than ten people led by CEO Aaron Halfacre. In my follow up coverage, I talked about the dangers of the industrial sale leaseback. The most important piece was differentiating retail sale leasebacks from other asset classes, including industrial. Without unit level financials, it becomes difficult to assess the health of the asset. Going even further, many industrial operators who are selling their mission critical properties have a sponsor backing them who is recapitalizing. From my chair, this...
(RTTNews) - Alexandria Real Estate Equities, Inc. (ARE) will host a conference call at 2:00 PM ET on January 27, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to http://investor.are.com/webcasts To listen to the call, dial (833) 366-1125 (U.S./Canada) or (412) 902-6738 (international). For a replay call, dial (855) 669-9658 (U.S./Canada) or (412) 317-0088 (internation...
(RTTNews) - Alexandria Real Estate Equities, Inc. (ARE) will host a conference call at 2:00 PM ET on January 27, 2026, to discuss Q4 25 earnings results. To access the live webcast, log on to http://investor.are.com/webcasts To listen to the call, dial (833) 366-1125 (U.S./Canada) or (412) 902-6738 (international). For a replay call, dial (855) 669-9658 (U.S./Canada) or (412) 317-0088 (international) and enter access code 4730896. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Brandon Bell/Getty Images News Texas Governor Greg Abbott on Tuesday ordered state agencies and public universities to immediately pause new H-1B visa petitions, halting sponsorship of highly skilled foreign workers through May 31, 2027, as the state reviews its use of the program and awaits federal action. “Evidence suggests that bad actors have exploited this program by failing to make good-fait...
Brandon Bell/Getty Images News Texas Governor Greg Abbott on Tuesday ordered state agencies and public universities to immediately pause new H-1B visa petitions, halting sponsorship of highly skilled foreign workers through May 31, 2027, as the state reviews its use of the program and awaits federal action. “Evidence suggests that bad actors have exploited this program by failing to make good-faith efforts to recruit qualified U.S. workers before seeking to use foreign labor,” Abbott wrote in a letter to agency heads. “Rather than serving its intended purpose of attracting the best and brightest individuals from around the world to our nation to fill truly specialized and unmet labor needs, the program has too often been used to fill jobs that otherwise could—and should—have been filled by Texans,” he added . His directive follows President Donald Trump's push for major, abuse-preventing changes to the H-1B visa program, including a proposed $100K fee on new applications. Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on the U.S. Economy The World's Debt Alarm Is Ringing - Will Treasuries Hear It Next? Fed Rate Cuts On Hold Till June, According To Market Forecasts Greenback Mostly Consolidates, While Yen Gyrations Point To Nervous Market Pantheon Macro suggests that markets may be overpricing inflation risks Odds of a government shutdown surge to 80%
Here's how one investor is planning to play the volatility he expects this year after a whipsaw first month: a portfolio that is 70/30 stocks and cash. Ken Mahoney, CEO of Mahoney Asset Management, said investors should hold onto a "meaningful amount" of cash this year — roughly 20% to 30% of their portfolios — to provide a buffer not just for geopolitical risks, but for heightened tensions headin...
Here's how one investor is planning to play the volatility he expects this year after a whipsaw first month: a portfolio that is 70/30 stocks and cash. Ken Mahoney, CEO of Mahoney Asset Management, said investors should hold onto a "meaningful amount" of cash this year — roughly 20% to 30% of their portfolios — to provide a buffer not just for geopolitical risks, but for heightened tensions heading into the midterm elections this year. "I always tell clients, we can make volatility our friend or foe," said Mahoney. He added, "It depends on the person, but anywhere from 20% to 30% would be a pretty good buffer now to have something in cash." That would mean a portfolio that is either 70/30 — or even 80/20 — stocks and cash, as opposed to the low single-digit percentage allocation investors usually earmark to cash in any given year. New Jersey-based Mahoney Asset Management has $450 million in assets under management. Traditionally, a classic mix of 60% stocks and 40% bonds is touted to give investors growth while also offering some risk mitigation. Indeed, last year was a strong year for fixed income, with the iShares Core U.S. Aggregate Bond ETF offering a total return of more than 7%, reviving interest in the asset class. However, Mahoney said he worries a higher 10-year yield could pressure bonds this year, possibly even leading to negative returns. "We don't have a bond allocation. We think that's a wasted asset," he said. Instead, he's far more confident an expanding economy will be positive for the stock market in 2026, in which a substantial cash allocation will help investors play offense in a midterm election year that is likely to involve at least one correction of more than 15%, if history is any guide. Indeed, midterm election years tend to be the most volatile for stocks in a four-year presidential cycle. According to Aptus Capital Advisors, the average intra-year decline for the S & P 500 is 19%, while the other three years have an average intra-year dr...
A view of the snow covered streets as heavy snowfall blanketed Washington, D.C. on Jan. 26, 2026. Celal Gunes | Anadolu | Getty Images The U.S. government is on the brink of a partial shutdown beginning at 12:01 a.m. Saturday in large part because of a second recent killing of a U.S. citizen by federal agents in Minneapolis. It would be different than last year's shutdown. The killing of Alex Pret...
A view of the snow covered streets as heavy snowfall blanketed Washington, D.C. on Jan. 26, 2026. Celal Gunes | Anadolu | Getty Images The U.S. government is on the brink of a partial shutdown beginning at 12:01 a.m. Saturday in large part because of a second recent killing of a U.S. citizen by federal agents in Minneapolis. It would be different than last year's shutdown. The killing of Alex Pretti , a 37-year old intensive care nurse, has galvanized fierce Senate Democratic opposition to a House-passed measure providing funding for the Department of Homeland Security and a slew of other agencies. The more-than-$1.2 trillion package cleared the House of Representatives last week and accounts for the bulk of government spending for the fiscal year ending Sept. 30. Democratic support will be required to pass the bill, which needs 60 votes to avert the filibuster in the Senate that Republicans control 53-47. Democrats are demanding the DHS portion be stripped in exchange for their votes, something Republicans have signaled they will not do. If the Senate alters the bill at all, it would have to be reapproved by the House, which is out on a prescheduled recess and has not announced plans to return before the deadline. In addition to DHS, the bill would fund the Departments of Defense, Treasury, State, Health and Human Services, Labor, Housing and Urban Development, Transportation, and Education. Should the bill not pass by the Friday night deadline, those agencies would be deprived of funding and enter a shutdown posture — meaning "nonessential" employees would be furloughed and "essential" employees would work without pay. Spending bills that President Donald Trump already signed would keep the rest of the government open. "Activities that are necessary to protect life and property continue, although the workers in those functions may not be paid while they are working," said Caleb Quakenbush, associate director of economic policy at the Bipartisan Policy Center. "Age...
Sandisk SNDK is set to report its second-quarter fiscal 2026 results on Jan. 29. For the to-be-reported quarter, SNDK expects revenues between $2.55 billion and $2.65 billion. The Zacks Consensus Estimate for revenues is pegged at $2.67 billion. Sandisk expects non-GAAP earnings between $3.00 and $3.40 per share. The consensus mark for earnings is pegged at $3.54 per share, up 9% over the past 30 ...
Sandisk SNDK is set to report its second-quarter fiscal 2026 results on Jan. 29. For the to-be-reported quarter, SNDK expects revenues between $2.55 billion and $2.65 billion. The Zacks Consensus Estimate for revenues is pegged at $2.67 billion. Sandisk expects non-GAAP earnings between $3.00 and $3.40 per share. The consensus mark for earnings is pegged at $3.54 per share, up 9% over the past 30 days. Consensus Estimate Trend SNDK’s earnings have surpassed the Zacks Consensus Estimate in all the trailing three quarters. Sandisk Corporation Price and EPS Surprise Sandisk Corporation Price and EPS Surprise Sandisk Corporation price-eps-surprise | Sandisk Corporation Quote Let us see how things have shaped up for the upcoming announcement. Key Factors to Note Ahead of SNDK’s Q2 Results Sandisk, which was spun off from Western Digital in February 2025, is expected to have benefited from strong demand for NAND storage products that are capable of processing large volumes of data quickly and efficiently. In the first quarter of fiscal 2026, Sandisk’s BiCS8 technology accounted for 15% of total bits shipped and is expected to reach the majority of bit production exiting fiscal year 2026. Rapid growth of AI is creating a strong tailwind for SNDK’s high-capacity, power-efficient SSDs enabled by the BiCS8 technology. This is expected to have driven by the company’s top-line growth. BiCS8 technology is expected to boost Sandisk’s data center business, which reported revenues of $269 million in the first quarter of fiscal 2026, up 26% sequentially. This is expected to boost SNDK’s competitive position against the likes of Western Digital, Seagate and Micron Technology. Sandisk competes against these peers in SSDs, HDDs, flash memory, as well as hybrid storage. In the first quarter of fiscal 2026, SNDK’s edge revenues jumped 26% sequentially and 30% year over year to $1.39 billion. The business is benefiting from the ongoing PC refresh cycle, aided by Windows 11 adoption, a tre...
Image source: The Motley Fool. Tuesday, January 27, 2026 at 12 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Preston Feight General Manager, Kenworth — Kevin D. Baney Chief Financial Officer — Brice J. Poplawski Director of Investor Relations — Ken Hastings Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Quarterly Revenue -- $6.8 billion was reported for the fourth...
Image source: The Motley Fool. Tuesday, January 27, 2026 at 12 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Preston Feight General Manager, Kenworth — Kevin D. Baney Chief Financial Officer — Brice J. Poplawski Director of Investor Relations — Ken Hastings Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Quarterly Revenue -- $6.8 billion was reported for the fourth quarter, reflecting operational momentum. -- $6.8 billion was reported for the fourth quarter, reflecting operational momentum. Quarterly Net Income -- $557 million was achieved, supporting continued profitability. -- $557 million was achieved, supporting continued profitability. Annual Adjusted Net Income -- $2.64 billion, marking the fourth-highest profit in company history. -- $2.64 billion, marking the fourth-highest profit in company history. Annual Revenue -- $28.4 billion highlighted ongoing demand in core markets. -- $28.4 billion highlighted ongoing demand in core markets. Adjusted After-Tax Return on Revenue -- 9.3% signals effective cost and pricing discipline. -- 9.3% signals effective cost and pricing discipline. PACCAR Parts Annual Revenue -- $6.9 billion, up 3%, with record pretax profit at $1.67 billion. -- $6.9 billion, up 3%, with record pretax profit at $1.67 billion. PACCAR Parts Q4 Revenue -- $1.7 billion, up 4% from prior year, paired with a $415 million pretax profit. -- $1.7 billion, up 4% from prior year, paired with a $415 million pretax profit. PACCAR Financial Services Annual Revenue -- $2.2 billion, reaching a record; pretax income grew by 11% to $485 million. -- $2.2 billion, reaching a record; pretax income grew by 11% to $485 million. PACCAR Financial Services Q4 Revenue -- $569 million, signifying growth; quarterly pretax income increased by 10% to $115 million. -- $569 million, signifying growth; quarterly pretax income increased by 10% to $115 million. Dividend -- $2.72 per share declared for the year, including $1.40 year-end dividend, g...
is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO. Posts from this author will be added to your daily email digest and your homepage feed. WhatsApp is launching new “Strict Account Settings” that add even more protections against cyberattacks. The feature is built for people at a high-risk of attacks —...
is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO. Posts from this author will be added to your daily email digest and your homepage feed. WhatsApp is launching new “Strict Account Settings” that add even more protections against cyberattacks. The feature is built for people at a high-risk of attacks — such as journalists or public figures — and automatically blocks attachments and media from senders you don’t know, while silencing calls from unknown contacts. The new setting limits other functionality inside WhatsApp, including turning off link previews, limiting who can add you to a group, and blocking non-contacts from seeing your profile photo, “about” details, and online status. “You should only turn this on if you think you may be a target of a sophisticated cyber campaign,” WhatsApp says. “Most people are not targeted by such attacks.” Image: WhatsApp WhatsApp has long offered end-to-end encryption, and bolstered its security even more after users were targeted with the NSO Group’s Pegasus spyware, which allowed bad actors to gain access to someone’s device through a phone call. Meta, WhatsApp’s parent company, later sued the NSO Group and received $167.25 million in damages. WhatsApp also shut down a spyware campaign targeting journalists and civil society members last year. Meta is currently facing a lawsuit that claims the company and WhatsApp can access private WhatsApp chats. Andy Stone, Meta’s head of communications, has pushed back on these claims, telling Bloomberg that the lawsuit is “a frivolous work of fiction,” as WhatsApp uses the Signal protocol for encryption. Strict Account Settings will roll out in the coming weeks, and you can turn it on by opening WhatsApp settings, selecting “Privacy,” tapping “Advanced,” and then selecting the option. WhatsApp notes that you can only turn on this feature from your primary device — not on WhatsApp for the web.
Google on Tuesday announced its more affordable Google AI Plus plan is now available in all markets where its AI plans are available. This includes the U.S, where it will cost $7.99 per month. The expansion brings the lower-cost plan to 35 new countries and territories, after earlier launches in dozens of global markets, which began with Indonesia last September. The plan includes access to Gemini...
Google on Tuesday announced its more affordable Google AI Plus plan is now available in all markets where its AI plans are available. This includes the U.S, where it will cost $7.99 per month. The expansion brings the lower-cost plan to 35 new countries and territories, after earlier launches in dozens of global markets, which began with Indonesia last September. The plan includes access to Gemini 3 Pro and Nano Banana Pro in the Gemini app, Flow’s AI filmmaking tools, research and writing assistance in NotebookLM, and more. It also offers 200GB of storage and the ability to share your plan benefits with up to five other family members. Existing Google One Premium 2TB subscribers will automatically gain access to all Google AI Plus plan benefits over the next few days, the company says. Initially focused on emerging markets, the Google AI Plus plan is designed as the first step beyond free access to Gemini and other AI tools for those who either don’t need or can’t afford to subscribe to the more expensive Google AI Pro plan, which is typically priced at $20 per month. While the Plus plan’s price point varies by region, its $8 per month price point could introduce a new, more casual audience to Google’s AI technology here in the United States. Elsewhere, the plan tends to cost less than $5 per month. For instance, users in India pay ₹399 ($4.44 USD) per month. When it first debuted, Google explained that the plan was designed to bring access to Gemini, Veo, and other creative AI tools to emerging markets at a more affordable price point. It’s also designed to compete with OpenAI’s ChatGPT Go plan, which is $8 per month in the U.S., or less in some emerging markets. These plans are meant to attract the large online population of users who could become regular AI customers over time, giving companies a boost in their AI adoption numbers. Techcrunch event Disrupt 2026 Tickets: One-time offer Tickets are live! Save up to $680 while these rates last, and be among the fir...
OpenAI is releasing a free tool aimed at making it easier for scientists to use ChatGPT to draft research papers and collaborate with colleagues, part of a larger effort to position its chatbot as an aide for scientific work and discoveries. Prism, which OpenAI is rolling out Tuesday, uses the company’s GPT-5.2 AI model to carry out tasks related to writing and revising academic work. A scientist ...
OpenAI is releasing a free tool aimed at making it easier for scientists to use ChatGPT to draft research papers and collaborate with colleagues, part of a larger effort to position its chatbot as an aide for scientific work and discoveries. Prism, which OpenAI is rolling out Tuesday, uses the company’s GPT-5.2 AI model to carry out tasks related to writing and revising academic work. A scientist might ask it to help improve the way a paper is written, find related papers to cite in their work, or generate a computerized version of a handwritten diagram. Prism works in an internet browser and uses LaTeX, a formatting system common in academic publishing. OpenAI said an unlimited number of people can use Prism to collaborate on a project. OpenAI and its competitors such as Alphabet Inc.’s Google and Anthropic have increasingly focused on scientific and health care-related applications for AI— ranging from using the technology to help guide research on new drugs to having it review personal medical data . Though the technology is still in its early days, OpenAI believes there’s an appetite for such tools. On average, ChatGPT sees 8.4 million messages per week related to advanced science and math topics, the company said in a report Monday. The number of so-called “advanced science messages” rose 47% in 2025, OpenAI said. Kevin Weil , vice president of OpenAI for Science — the company’s effort to push AI for scientific discovery — said during a briefing with reporters on Monday that the ChatGPT maker sees this interest continuing to rise as smaller advances “start to compound.” “I think 2026 will be for AI and science what 2025 was for AI and software engineering,” Weil said, referencing the rapid ascent of AI coding assistants. In a demonstration of Prism, OpenAI researcher Alex Lupsasca used the software to generate a version of a diagram that he had previously drawn on a whiteboard. The manual process can take hours, said Lupsasca, who is also an assistant professor...
Suphachai Panyacharoen Shares of UnitedHealth Group ( UNH ) plunged 20% on Tuesday after the health care giant reported an earnings miss. The sharp selloff quickly rippled through the ETF landscape, weighing on funds with meaningful exposure to the stock. UnitedHealth is widely held across the ETF universe, with 408 ETFs owning the shares and a combined ~145M shares held within those portfolios. A...
Suphachai Panyacharoen Shares of UnitedHealth Group ( UNH ) plunged 20% on Tuesday after the health care giant reported an earnings miss. The sharp selloff quickly rippled through the ETF landscape, weighing on funds with meaningful exposure to the stock. UnitedHealth is widely held across the ETF universe, with 408 ETFs owning the shares and a combined ~145M shares held within those portfolios. As a result, outsized moves in UNH can have an amplified impact on ETFs with heavier allocations to the company, particularly those concentrated in the health care space. Below are the 10 ETFs with the largest portfolio allocations to UNH, highlighting where the stock’s latest pullback may be felt most directly. No. 1: iShares U.S. Healthcare Providers ETF ( IHF ), 23.39% allocation No. 2: Roundhill UNH WeeklyPay ETF ( UNHW ), 17.41% allocation No. 3: Simplify Health Care ETF ( PINK ), 9.67% allocation No. 4: T. Rowe Price Health Care ETF ( TMED ), 7.46% allocation No. 5: Health Care Select Sector SPDR Fund ( XLV ), 5.66% allocation No. 6: Eagle Capital Select Equity ETF ( EAGL ), 5.55% allocation No. 7: iShares U.S. Healthcare ETF ( IYH ), 5.49% allocation No. 8: Pathfinder Focused Opportunities ETF ( PFOE ), 5.19% allocation No. 9: Liberty One Defensive Dividend Growth ETF ( EASY ), 5.01% allocation No. 10: Invesco S&P 500 Enhanced Value ETF ( SPVU ), 4.96% allocation Other health care ETFs: ( XLV ), ( VHT ), ( IHI ), ( IXJ ), ( IYH ), ( FHLC ), and ( FXH ). More on markets S&P 500 hits fresh highs but these names hover in oversold territory Pantheon Macro suggests that markets may be overpricing inflation risks Oppenheimer sees strong start to earnings season as it favors growth sectors Apollo points out S&P 500 profit growth concentrated in tech ahead of Mag 7 earnings Rick Rieder gains noticeable momentum in Fed Chair race, according to Polymarket
ASML Holding N.V. (NASDAQ:ASML) is one of the AI Stocks in Focus on Wall Street. On January 26, Bernstein SocGen Group analyst David Dai reiterated an Outperform rating on the stock with a $1,642.00 price target. The firm anticipates a robust Q4 beat, with revenue and booking strength viewed as key upside drivers. With ASML set to report earnings on January 28th, the firm has previewed its latest ...
ASML Holding N.V. (NASDAQ:ASML) is one of the AI Stocks in Focus on Wall Street. On January 26, Bernstein SocGen Group analyst David Dai reiterated an Outperform rating on the stock with a $1,642.00 price target. The firm anticipates a robust Q4 beat, with revenue and booking strength viewed as key upside drivers. With ASML set to report earnings on January 28th, the firm has previewed its latest data points and buy side expectations. It believes ASML will likely beat consensus expectations, with order strength bearing more importance. According to import data, ASML could report EUR 9.7Bn in revenue, compared with consensus estimates of 9.5 billion. Notably, imports from China reached EUR 3.27 billion in Q4, which is the highest level on record. Bernstein emphasized that attention should be centered around Q4 booking number, as it is the last booking report from ASML. The firm anticipates a very robust quarter as both advanced logic manufacturers (TSMC) and DRAM producers raised their 2026 expectations during the fourth quarter of 2025. It added how Chinese customers have likely placed major orders to support their leading-edge expansion efforts. Further, we believe China has also put in a big order to support their leading edge expansion (ASML: Don't forget DUV). Buy side expectations for booking has gone up to at least €8bn but we think there is upside. While we acknowledge the potential of ASML as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 AI Stocks on Market Radar and 10 AI Stocks Analysts Are Watching Disclosure: None.
Valuation risks and slowing fundamentals could drive significant downside for shares of Palantir , according to RBC Capital Markets. Ahead of the software analytics company's earnings report on Monday, the bank maintained its underperform rating and $50 price target. That implies that the stock could plunge 70%. A retail investor favorite, Palantir have surged a stunning 121% over the past 12 mont...
Valuation risks and slowing fundamentals could drive significant downside for shares of Palantir , according to RBC Capital Markets. Ahead of the software analytics company's earnings report on Monday, the bank maintained its underperform rating and $50 price target. That implies that the stock could plunge 70%. A retail investor favorite, Palantir have surged a stunning 121% over the past 12 months. But analyst Rishi Jaluria noted that the stock has shed 9% over the past three months. PLTR 1Y mountain PLTR 1Y chart Still, Jaluria said the risk-reward ratio looks unfavorable for Palantir at its current level. "We cannot rationalize why Palantir is the most expensive name in our software coverage. Absent a substantial beat-and-raise quarter elevating the NT growth trajectory, valuation seems unsustainable," the analyst wrote. Another headwind for the stock, Jaluria said, is that RBC's estimated government tracker suggests a decrease in qualified contract value and net new annual contract value for Palantir. That means that not only does Palantir have fewer late-stage deals in the pipeline now, but it also isn't adding as much revenue as expected. The analyst added that recent checks suggest skepticism around the durability of Palantir's enterprise customers on the commercial side, who appear to be reassessing or moving off of the company. "We'll be looking for any evidence of a turnaround in commercial (improvements in NRR, or signs of meaningful monetization from AIP). We remain cautious on Commercial growth given high levels of competition," Jaluria wrote. He also pointed to heightened retail investor discontent as another potential headwind. Jaluria said that retail investors increasingly have raised questions about Palantir's longer term goals and its plans to increase revenue. "With Palantir's ~$6B cash balance, we think retail investors may be starting to become frustrated by the absence of some form of capital return," the analyst said. "Further lack of clear ...
OpenAI launched on Tuesday a new scientific workspace program called Prism that is available for free to anyone with a ChatGPT account. Designed as an AI-enhanced word processor and research tool for scientific papers, Prism is deeply integrated with GPT-5.2, which can be used to assess claims, revise prose, or search for prior research. Prism isn’t designed to conduct research on its own and with...
OpenAI launched on Tuesday a new scientific workspace program called Prism that is available for free to anyone with a ChatGPT account. Designed as an AI-enhanced word processor and research tool for scientific papers, Prism is deeply integrated with GPT-5.2, which can be used to assess claims, revise prose, or search for prior research. Prism isn’t designed to conduct research on its own and without human guidance. Executives believe it will accelerate the work being done by human scientists and compared Prism to coding interfaces like Cursor and Windsurf. “I think 2026 will be for AI and science what 2025 was for AI and software engineering,” Kevin Weill, VP of OpenAI for Science, said in a press call announcing the tool. The new software, which is accessed via a web app, comes as OpenAI is seeing a flood of scientific queries coming to its consumer products like ChatGPT. The company says that ChatGPT receives an average of 8.4 million messages a week on advanced topics in the hard sciences — although it’s difficult to know how many are from professional researchers. AI-assisted research is also becoming more common among academic researchers. In mathematics, AI models have been used to prove a number of long-standing Erdos problems through a combination of literature review and new applications of existing techniques. While the significance of the proofs is still hotly debated, the results have been an early victory for proponents of AI models and formal verification systems. A statistics paper published in December used GPT 5.2 Pro to establish new proofs for a central axiom of statistical theory, with human researchers only prompting and verifying the model’s work. OpenAI applauded the result in a blog post, presenting it as a model for human-AI collaboration in research going forward. “In domains with axiomatic theoretical foundations,” the post reads, “frontier models can help explore proofs, test hypotheses, and identify connections that might otherwise take...
Key Points Novo Nordisk stock lost 40% of its value in 2025. The stock is already trading up 22% in 2026. 10 stocks we like better than Novo Nordisk › 2025 was a miserable year to own Novo Nordisk (NYSE: NVO) stock. Shares of the Danish pharmaceuticals giant and inventor of Wegovy and Ozempic crashed 40% last year as the company steadily lost market share to rivals such as Eli Lilly (NYSE: LLY), w...
Key Points Novo Nordisk stock lost 40% of its value in 2025. The stock is already trading up 22% in 2026. 10 stocks we like better than Novo Nordisk › 2025 was a miserable year to own Novo Nordisk (NYSE: NVO) stock. Shares of the Danish pharmaceuticals giant and inventor of Wegovy and Ozempic crashed 40% last year as the company steadily lost market share to rivals such as Eli Lilly (NYSE: LLY), which has competing Mounjaro and Zepbound drugs, and Novo Nordisk's earnings fell in tandem. Novo Nordisk earned $6.53 in the first quarter of the year. By the third quarter, earnings had shrunk nearly 30% to just $4.50 per share. 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 » But does a 30% decline in profitability justify a 40% decline in stock price? Perhaps not. 2026 started with a bang for Novo Nordisk stock. It almost seems like investors completed their 2025 tax-loss harvesting in December and were just waiting for the calendar to flip to 2026 to resume buying. Shares of the Ozempic maker jumped 3% on the first day of trading of the new year -- and they haven't looked back since. As of Thursday's close, the stock is already up 22% year to date. Is there anything more behind this rally, though, than mere hope that this time will be different? There may be. Already on Friday, data shows that prescriptions for an oral version of Novo Nordisk's Wegovy drug hit 18,000 in its second week on the market. That dwarfs the 8,000 prescriptions issued for Lilly's injectable Zepbound drug, and suggests that demand for GLP-1 medications in a convenient pill form might eclipse demand for any competing drugs that come only with a needle attached. This news helped lift Novo Nordisk stock another percentage point or two by midday Friday. With Novo Nordisk trading at only a 17 price-to-earnings ratio and demand for the pills already surging, I predict Novo Nordisk stock will continue to rebound in 202...
Realty Income just opened up another avenue for growth. Realty Income (O +0.31%) owns a portfolio of 15,500 single-tenant net-lease properties. It is the industry giant, with a market cap over 3 times that of its closest peer. That's good and bad. Here's why the next year is so important to monitor if you plan to buy and hold Realty Income for the long term. Realty Income's big problem Realty Inco...
Realty Income just opened up another avenue for growth. Realty Income (O +0.31%) owns a portfolio of 15,500 single-tenant net-lease properties. It is the industry giant, with a market cap over 3 times that of its closest peer. That's good and bad. Here's why the next year is so important to monitor if you plan to buy and hold Realty Income for the long term. Realty Income's big problem Realty Income is huge, explaining in its investor presentation that it is the sixth-largest global real estate investment trust (REIT). It owns properties in the United States and within eight European countries, including the United Kingdom. It has a heavy focus on retail properties, which make up roughly 80% of its rents. The focus on retail is a bit misleading from a risk front because single-tenant retail assets tend to be very similar. That makes it relatively easy to buy, sell, and release the properties as needed. In addition to retail properties, the REIT also owns industrial properties (about 15% of rents) and more unique assets, like vineyards and casinos. Management is well aware of the constraints it faces because of Realty Income's size. However, it has long worked to ensure it has ample room to grow its portfolio. The casino investment is a good example, as an initial asset acquisition has been followed by additional investments in the space. The newer investments have effectively been loans, expanding the types of assets in which Realty Income invests. Realty Income is making even more powerful moves That's just one example. An even more interesting move was the company's push into Europe, where the net lease approach is still less common. It started with a small investment, and today, the company has exposure in eight countries. It continues to invest heavily in the region, having made nearly $2.8 billion worth of investments in Europe through the first nine months of 2025. For comparison, it made $1.1 billion in investments in the United States. In other words, it put...
US stocks mostly rose Tuesday as tech hopes offset a growing list of political worries ahead of a slew of megacap earnings, while a slide in UnitedHealth (UNH) dragged on the Dow. The tech-heavy Nasdaq Composite (^IXIC) led the way up with a gain of 0.9%, while the S&P 500 (^GSPC) rose 0.4%, eyeing a fresh record close. Meanwhile, the Dow Jones Industrial Average (^DJI) shed roughly 1% on the heel...
US stocks mostly rose Tuesday as tech hopes offset a growing list of political worries ahead of a slew of megacap earnings, while a slide in UnitedHealth (UNH) dragged on the Dow. The tech-heavy Nasdaq Composite (^IXIC) led the way up with a gain of 0.9%, while the S&P 500 (^GSPC) rose 0.4%, eyeing a fresh record close. Meanwhile, the Dow Jones Industrial Average (^DJI) shed roughly 1% on the heels of gains for Wall Street indexes. The S&P 500 moved into record territory as upbeat news from memory chipmakers helped lift optimism for tech on the eve of key megacap earnings reports. "Magnificent Seven" members Meta (META), Microsoft (MSFT), and Tesla (TSLA) are set to release results on Wednesday, followed by Apple (AAPL) on Thursday.. But the Dow retreated sharply as heavyweight UnitedHealth's shares plunged almost 20%, despite posting a quarterly profit beat before the bell. Health insurer stocks tumbled after the Trump administration's proposal for Medicare payment rates next year failed to deliver the expected hike. Trade drama also gripped markets, schooled by the Greenland crisis to stay alert even with a packed earnings roster and the Federal Reserve meeting on deck. After almost two decades of stop-and-go trade talks, the EU said it had clinched the "mother of all deals" with India, seen as a rebuff to President Trump's aggressive tariffs. Meanwhile on Tuesday, a reading of consumer confidence dropped to its lowest level since 2014, falling below levels recorded in the depths of the pandemic as Americans face the price effects of an on-again, off-again tariff war and widespread uncertainty over the direction of trade policy. The more pessimistic view of the economy comes as the Federal Reserve started its two-day meeting, which will bring its first policy decision of the year. While it is widely expected to hold the benchmark interest rate steady on Wednesday, markets are watching for signals on the timing of future rate cuts. Meanwhile, a potential government...
RH operates a multi-channel platform delivering premium home furnishings to affluent consumers in the U.S., Canada, and the U.K. On Jan. 27, 2026, Greatmark Investment Partners reported buying 16,560 shares of RH (RH 6.79%), an estimated $2.83 million trade based on quarterly average pricing. What happened According to a SEC filing dated Jan. 27, 2026, Greatmark Investment Partners increased its p...
RH operates a multi-channel platform delivering premium home furnishings to affluent consumers in the U.S., Canada, and the U.K. On Jan. 27, 2026, Greatmark Investment Partners reported buying 16,560 shares of RH (RH 6.79%), an estimated $2.83 million trade based on quarterly average pricing. What happened According to a SEC filing dated Jan. 27, 2026, Greatmark Investment Partners increased its position in RH by 16,560 shares during the fourth quarter of 2025. The estimated value of the shares acquired, calculated using the quarterly average closing price, was $2.83 million. The value of the RH position at quarter-end increased by $1.02 million, a figure that incorporates both trading activity and price movements. What else to know The fund’s RH stake now represents 2.07% of reported AUM after this buy. Top holdings after the filing: NYSE:AFL: $64.90 million (7.7% of AUM) NYSE:AXP: $40.54 million (4.8% of AUM) NASDAQ:AAPL: $38.71 million (4.6% of AUM) NASDAQ:MSFT: $34.06 million (4.0% of AUM) NYSE:AN: $33.45 million (4.0% of AUM) Company overview Metric Value Revenue (TTM) $3.41 billion Net income (TTM) $109.93 million Price (as of market close 1/26/26) $219.09 One-year price change (46.67%) Company snapshot RH offers a broad portfolio of home furnishings, including furniture, lighting, textiles, bathware, décor, outdoor and garden products, and child and teen furnishings. The company generates revenue through direct-to-consumer retail channels, including physical galleries, outlet stores, catalogs, and e-commerce platforms. It targets affluent residential customers seeking premium home furnishings and design-driven products across the United States, Canada, and the United Kingdom. RH is a leading specialty retailer in the home furnishings sector, operating a multi-channel platform that integrates physical retail galleries, digital commerce, and curated catalogs. The company’s strategy emphasizes differentiated design, premium product assortments, and immersive ret...
Will the chancellor’s inevitable U-turn on business rates for pubs be enough to quieten the developing riot behind the taps? Possibly, a bit. After two months of damaging headlines, Rachel Reeves has granted pubs a 15% discount on bills, worth £1,650 on average in the next tax year, then a two-year freeze in real terms, with the promise of a change in methodology in time for the next revaluation i...
Will the chancellor’s inevitable U-turn on business rates for pubs be enough to quieten the developing riot behind the taps? Possibly, a bit. After two months of damaging headlines, Rachel Reeves has granted pubs a 15% discount on bills, worth £1,650 on average in the next tax year, then a two-year freeze in real terms, with the promise of a change in methodology in time for the next revaluation in 2029. Live music venues get the same deal. The package is not insignificant, especially as it was the year-three escalation in bills that was causing the most angst. Yet it would be a mistake to think the government’s troubles on business rates end there. First, and most significantly, the rest of the hospitality industry got nothing extra in Tuesday’s announcement beyond a similar pledge to rethink valuation methods for hotels in future. Those restaurants, cafes and hotels represent six out of seven of the 3.5m jobs in the overall hospitality sector, and some figures cited by the employers’ trade body, Hospitality UK, for average increases in business rates over the next three years were truly exceptional – try 115% for a hotel in England. If dire warnings about closures and job losses are correct, Reeves may have to suffer the embarrassment of fiddling again with business rates in her autumn budget. Second, this saga will intensify the complaint from one corner of the business world that the government is interested only in the eight “high-growth” sectors within its modern industrial strategy and that everybody outside the tent is an afterthought. Certainly, the Treasury seems to have failed to anticipate the cries of outrage from the hospitality sector. Perhaps it didn’t model the impacts in sufficient detail. Reeves managed to annoy everybody by boasting about creating the “lowest rates since 1991” when she was referring solely to the so-called multiplier applied to rateable values, which is only one of three critical inputs into the formula. The multiplier reduction ...
Key Points Roper Technologies grew sales and free cash flow by 12% and 8% in 2025. However, the market sent the stock downward after management guided for only 8% revenue growth next year. Roper looks like an interesting buy-the-dip candidate to me now, thanks to its leadership in niche software verticals. 10 stocks we like better than Roper Technologies › Shares of leading application and network...
Key Points Roper Technologies grew sales and free cash flow by 12% and 8% in 2025. However, the market sent the stock downward after management guided for only 8% revenue growth next year. Roper looks like an interesting buy-the-dip candidate to me now, thanks to its leadership in niche software verticals. 10 stocks we like better than Roper Technologies › Shares of leading application and network software business, Roper Technologies (NASDAQ: ROP), are down 13% as of noon ET on Tuesday after the company reported fourth-quarter earnings that didn't meet Wall Street's expectations. Overall, Roper's results were fine, as it grew sales by 12% and free cash flow (FCF) by 8%. However, Q4 sales came in lighter than expected, and management's guidance of only 8% revenue growth in 2026 caused the stock to plummet today. Following this decline, Roper is now down 40% from its 52-week high. Roper: Value trap or buy-the-dip candidate? There's no denying it: Roper is fighting a battle on many fronts right now. Many software stocks have sold off amid market concerns about the risk of AI disruption. Specific to the company, two of its biggest businesses (Roper is a portfolio of software and technology outfits) continue to face unavoidable headwinds. 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 » Deltek provides project-based enterprise resource planning and generates significant sales from government contractors. Following a year with a government shutdown and DOGE-style budget cuts, Deltek's results are yet to rebound, weighing on Roper's stock. Similarly, the company's DAT freight market business remains weak as the broader freight market remains in a recession. Management doesn't want to price in a rebound from these stocks into its 2026 guidance, which is why it was weaker than expected. With this bad news out of the way, the software market sell-off could be a boon for Roper as a serial ac...