Michael Vi/iStock Editorial via Getty Images PagerDuty ( PD ) has been one of the more challenged software stocks in the market over the past year. With growth metrics lagging and uncertainty around some customer churn issues, the resolution is not clear, and this prolonged uncertainty has pressured shares. PagerDuty was once one of the leading incident response and alerting software companies in ...
Michael Vi/iStock Editorial via Getty Images PagerDuty ( PD ) has been one of the more challenged software stocks in the market over the past year. With growth metrics lagging and uncertainty around some customer churn issues, the resolution is not clear, and this prolonged uncertainty has pressured shares. PagerDuty was once one of the leading incident response and alerting software companies in the market. The company's software helps alert IT and operations teams in real-time as incidents occur throughout the platform. Over time, the company has expanded further into AIOps, automation, business observability, and customer service operations. Yes, this still remains an essential IT investment for every company, however, PagerDuty's once profound competitive advantage has deteriorated over the years, with several competitors now offering similar solutions. Data by YCharts As seen in the chart above, the stock performance has been ugly. One of the biggest unwritten rules across technology and software investing is that revenue growth determines valuation. Back a few years ago, PagerDuty was one of the faster-growing software companies in the market. The need for incident response software was critical, particularly in the years following the COVID-era when businesses adopted remote and hybrid work environments. However, many of these large contracts won during COVID were sold with the idea of further expansion upon renewal. That ended up not coming to fruition. For various reasons, companies over-purchased during the COVID era, thus, when contracts came up for renewal, there were negative down-sells. As discussed more below, growth expectations are nearly non-existent, and this is clearly reflected in the stock's valuation. From a fundamental perspective, there are several concerns that have yet to be resolved. This makes it very challenging to recommend the stock when there is no clear path to growth accelerating. However, software companies rarely trade at this ch...
New York, Jan 26, 2026, 17:52 (ET) — Trading after hours. After the close, GOOG climbed roughly 1.6%, edging out the broader market’s gains on Monday. Google has settled for $68 million over issues with Google Assistant capturing recordings from so-called “false accepts.” All eyes are on the Fed’s decision set for Wednesday, along with Alphabet’s earnings report due February 4. Alphabet Inc’s Clas...
New York, Jan 26, 2026, 17:52 (ET) — Trading after hours. After the close, GOOG climbed roughly 1.6%, edging out the broader market’s gains on Monday. Google has settled for $68 million over issues with Google Assistant capturing recordings from so-called “false accepts.” All eyes are on the Fed’s decision set for Wednesday, along with Alphabet’s earnings report due February 4. Alphabet Inc’s Class C shares climbed 1.6% to $333.59 in after-hours action on Monday. The stock hit a high of $336.31 and dipped to a low of $326.10 during the session. After-hours trading, which starts after the 4 p.m. ET close, often sees lighter volume. Alphabet, Google’s parent company, remains at the center of a pivotal week for megacap tech. Investors are caught between rate policy developments and fresh earnings guidance. U.S. stocks ended Monday on a positive note — the Dow climbed 0.64%, the S&P 500 rose 0.50%, and the Nasdaq ticked up 0.43%. Investors are bracing for mega-cap earnings and the Federal Reserve’s upcoming meeting Tuesday, with a policy update due Wednesday. The CME Group’s FedWatch tool shows about a 97% probability the Fed holds rates steady. Leading the S&P sectors, communications services jumped 1.3%, boosted by Alphabet alongside Apple, Microsoft, Meta, and Broadcom. “Communications and technology are trading well today ahead of earnings from many large companies,” said Chris Zaccarelli, chief investment officer at Northlight Asset Management. Investors remain focused on returns from AI investments. (Reuters) Google has agreed to shell out $68 million to settle a class action alleging its Assistant recorded and shared private conversations triggered by “false accepts,” according to court documents. The preliminary deal was submitted late Friday in federal court in San Jose and awaits approval from U.S. District Judge Beth Labson Freeman. Plaintiff lawyers could ask for up to a third of the settlement in fees. Google denies any wrongdoing and declined to comment Mo...
Earlier this month, Apple unveiled Apple Creator Studio, a new US$12.99‑per‑month (or US$129‑per‑year) subscription suite bundling apps like Final Cut Pro, Logic Pro, Pixelmator Pro, and enhanced iWork tools across Mac, iPad, and iPhone, with discounted pricing for students and educators. By turning long‑time one‑off creative software purchases into a recurring, cross‑device subscription anchored ...
Earlier this month, Apple unveiled Apple Creator Studio, a new US$12.99‑per‑month (or US$129‑per‑year) subscription suite bundling apps like Final Cut Pro, Logic Pro, Pixelmator Pro, and enhanced iWork tools across Mac, iPad, and iPhone, with discounted pricing for students and educators. By turning long‑time one‑off creative software purchases into a recurring, cross‑device subscription anchored in privacy and Apple Pencil features, Apple Creator Studio deepens user lock‑in to Apple’s hardware and services ecosystem. We’ll now examine how this push into a broader creative subscription bundle, alongside AI‑powered features, could influence Apple’s investment narrative. Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 32 best rare earth metal stocks of the very few that mine this essential strategic resource. What Is Apple's Investment Narrative? To own Apple today, you need to believe its ecosystem can keep converting loyal device owners into higher‑margin, recurring services income while managing rising costs and regulatory heat. The near‑term story is still anchored in iPhone 17 demand, Services crossing US$100 billion in annual revenue, and investor scrutiny of margins as memory prices and tariffs creep higher. Apple Creator Studio fits neatly into that thesis: it is another subscription layer on top of Mac and iPad, aimed at creatives who are already invested in Apple hardware, but at Apple’s scale its financial impact is likely to be incremental rather than game‑changing in the short run. More interesting is what it signals: Apple is packaging AI‑infused tools and privacy as part of a broader “pro creator” tier, which nudges the narrative a little further away from one‑off hardware cycles and toward stickier, cross‑device software relationships. But investors should not ignore how rising component costs cou...
Earlier this month, Apple unveiled Apple Creator Studio, a new US$12.99‑per‑month (or US$129‑per‑year) subscription suite bundling apps like Final Cut Pro, Logic Pro, Pixelmator Pro, and enhanced iWork tools across Mac, iPad, and iPhone, with discounted pricing for students and educators. By turning long‑time one‑off creative software purchases into a recurring, cross‑device subscription anchored ...
Earlier this month, Apple unveiled Apple Creator Studio, a new US$12.99‑per‑month (or US$129‑per‑year) subscription suite bundling apps like Final Cut Pro, Logic Pro, Pixelmator Pro, and enhanced iWork tools across Mac, iPad, and iPhone, with discounted pricing for students and educators. By turning long‑time one‑off creative software purchases into a recurring, cross‑device subscription anchored in privacy and Apple Pencil features, Apple Creator Studio deepens user lock‑in to Apple’s hardware and services ecosystem. We’ll now examine how this push into a broader creative subscription bundle, alongside AI‑powered features, could influence Apple’s investment narrative. Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 32 best rare earth metal stocks of the very few that mine this essential strategic resource. What Is Apple's Investment Narrative? To own Apple today, you need to believe its ecosystem can keep converting loyal device owners into higher‑margin, recurring services income while managing rising costs and regulatory heat. The near‑term story is still anchored in iPhone 17 demand, Services crossing US$100 billion in annual revenue, and investor scrutiny of margins as memory prices and tariffs creep higher. Apple Creator Studio fits neatly into that thesis: it is another subscription layer on top of Mac and iPad, aimed at creatives who are already invested in Apple hardware, but at Apple’s scale its financial impact is likely to be incremental rather than game‑changing in the short run. More interesting is what it signals: Apple is packaging AI‑infused tools and privacy as part of a broader “pro creator” tier, which nudges the narrative a little further away from one‑off hardware cycles and toward stickier, cross‑device software relationships. But investors should not ignore how rising component costs cou...
Earlier this month, Apple unveiled Apple Creator Studio, a new US$12.99‑per‑month (or US$129‑per‑year) subscription suite bundling apps like Final Cut Pro, Logic Pro, Pixelmator Pro, and enhanced iWork tools across Mac, iPad, and iPhone, with discounted pricing for students and educators. By turning long‑time one‑off creative software purchases into a recurring, cross‑device subscription anchored ...
Earlier this month, Apple unveiled Apple Creator Studio, a new US$12.99‑per‑month (or US$129‑per‑year) subscription suite bundling apps like Final Cut Pro, Logic Pro, Pixelmator Pro, and enhanced iWork tools across Mac, iPad, and iPhone, with discounted pricing for students and educators. By turning long‑time one‑off creative software purchases into a recurring, cross‑device subscription anchored in privacy and Apple Pencil features, Apple Creator Studio deepens user lock‑in to Apple’s hardware and services ecosystem. We’ll now examine how this push into a broader creative subscription bundle, alongside AI‑powered features, could influence Apple’s investment narrative. Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 32 best rare earth metal stocks of the very few that mine this essential strategic resource. What Is Apple's Investment Narrative? To own Apple today, you need to believe its ecosystem can keep converting loyal device owners into higher‑margin, recurring services income while managing rising costs and regulatory heat. The near‑term story is still anchored in iPhone 17 demand, Services crossing US$100 billion in annual revenue, and investor scrutiny of margins as memory prices and tariffs creep higher. Apple Creator Studio fits neatly into that thesis: it is another subscription layer on top of Mac and iPad, aimed at creatives who are already invested in Apple hardware, but at Apple’s scale its financial impact is likely to be incremental rather than game‑changing in the short run. More interesting is what it signals: Apple is packaging AI‑infused tools and privacy as part of a broader “pro creator” tier, which nudges the narrative a little further away from one‑off hardware cycles and toward stickier, cross‑device software relationships. But investors should not ignore how rising component costs cou...
Nvidia may have some catalysts ahead. Since the start of the artificial intelligence (AI) boom, investors have asked one question with each new year: Can Nvidia (NVDA 0.65%), the world's AI chip leader, deliver yet another year of outstanding stock market performance? The company has seen its stock soar over the past three consecutive years, in total advancing more than 1,100%. The reason for this...
Nvidia may have some catalysts ahead. Since the start of the artificial intelligence (AI) boom, investors have asked one question with each new year: Can Nvidia (NVDA 0.65%), the world's AI chip leader, deliver yet another year of outstanding stock market performance? The company has seen its stock soar over the past three consecutive years, in total advancing more than 1,100%. The reason for this is clear: Nvidia has established itself as a key player in a market marching toward trillions of dollars in value. Analysts expect the AI market to reach about $2 trillion by early next decade. Nvidia is well-positioned to benefit as it sells the AI chips that the biggest tech companies have been flocking to -- and Nvidia prioritizes innovation in order to maintain its dominance. Of course, it's impossible to guarantee with 100% certainty what Nvidia stock will do this year. Any unexpected event, either specific to the company or industry, or an economic or geopolitical happening, could alter the picture. But we can make predictions based on the company's growth track record and revenue potential to give ourselves an idea of where Nvidia may be by the end of the year. With this in mind, my prediction is that Nvidia's stock will reach the following level by the end of 2026. The early Nvidia story Before diving in, though, let's trace Nvidia's path so far. The company isn't new to the scene; Chief executive officer Jensen Huang founded Nvidia more than 30 years ago, and in the company's early days, its biggest business was serving the video games market. But it was clear that Nvidia's graphics processing units (GPUs) could also be game changers in other industries. So, the company developed the parallel computing platform, CUDA, to make that happen. That was one key move. The second key move was Huang's decision to focus GPU design on serving the AI market. This allowed the company to get in on this space early and construct a leadership position. The strategy worked, catapu...
New York, Jan 26, 2026, 17:42 EST — After-hours Shares dropped roughly 5.7%, closing at $42.49 in after-hours trading. Intel’s weak first-quarter outlook and ongoing data-center CPU supply constraints continue to weigh on investors. Attention now turns to potential supply improvements in March and Q2, while the Fed’s Wednesday decision looms in the background. Intel shares dropped roughly 5.7% on ...
New York, Jan 26, 2026, 17:42 EST — After-hours Shares dropped roughly 5.7%, closing at $42.49 in after-hours trading. Intel’s weak first-quarter outlook and ongoing data-center CPU supply constraints continue to weigh on investors. Attention now turns to potential supply improvements in March and Q2, while the Fed’s Wednesday decision looms in the background. Intel shares dropped roughly 5.7% on Monday, closing near $42.49 in after-hours trading. Roughly 149 million shares traded hands. The slide is significant because Intel’s narrative has reversed quickly: demand appears robust, yet the company admits it can’t meet shipment targets. That’s a tough spot for a stock that was valued on a smooth rebound. The decline comes after a 17% plunge on Friday when Intel’s forecast fell short of expectations, despite U.S. indexes climbing ahead of a week loaded with mega-cap tech earnings and a Federal Reserve policy update. (Reuters) Intel reported difficulty meeting demand for its server CPUs aimed at AI data centers. The company projected first-quarter revenue between $11.7 billion and $12.7 billion, falling short of the $12.51 billion consensus from analysts, according to LSEG data. Its adjusted earnings per share forecast came in at break-even, missing the 5-cent expectation. CEO Lip-Bu Tan expressed disappointment over the unmet demand. (Reuters) Intel reported fourth-quarter revenue of $13.7 billion with non-GAAP earnings per share coming in at 15 cents. For the first quarter, it expects a GAAP loss per share of 21 cents and a flat non-GAAP EPS of zero. CFO David Zinsner noted that supply will hit its lowest point in Q1 before picking up later in the year. Meanwhile, CEO Tan highlighted the launch of the first Intel 18A products as a key step in boosting production capacity. (Intel Corporation) Analysts have grown more direct. TD Cowen noted the recent surge was fueled more by “the dream” than by near-term fundamentals. Bernstein acknowledged the server cycle seemed gen...
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Niles Investment Management’s Dan Niles, Top CallsEverCore ISI’s Amit Daryanani, Bank of America’s Carlos Fernandez-Aller, Glenmede’s Jason Pride, Ned Davis Research’s Ed Clissold, EverCore ISI’s Sarah Bianchi, Revelio Labs’ B...
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Niles Investment Management’s Dan Niles, Top CallsEverCore ISI’s Amit Daryanani, Bank of America’s Carlos Fernandez-Aller, Glenmede’s Jason Pride, Ned Davis Research’s Ed Clissold, EverCore ISI’s Sarah Bianchi, Revelio Labs’ Ben Zweig, Omaha Steaks’ Nate Rempe. (Source: Bloomberg)
In recent days, Chinese regulators granted in-principle approval for major tech firms including Tencent Holdings to prepare purchase orders for Nvidia’s H200 artificial intelligence chips, marking a shift from earlier uncertainty around access to advanced US-approved semiconductors. The move not only supports Tencent’s ability to build out high-performance AI infrastructure, but also underscores B...
In recent days, Chinese regulators granted in-principle approval for major tech firms including Tencent Holdings to prepare purchase orders for Nvidia’s H200 artificial intelligence chips, marking a shift from earlier uncertainty around access to advanced US-approved semiconductors. The move not only supports Tencent’s ability to build out high-performance AI infrastructure, but also underscores Beijing’s effort to balance foreign chip imports with encouragement of domestic alternatives in large-scale computing projects. We’ll now examine how improved access to Nvidia’s H200 chips could shape Tencent’s investment narrative around AI capabilities and long-term technology infrastructure. AI is about to change healthcare. These 108 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early. What Is Tencent Holdings' Investment Narrative? For Tencent, the big picture still comes down to whether you believe its core platforms can keep converting a very large user base into growing, high-margin digital services, while absorbing heavier investment in AI and cloud. Recent approval to prepare orders for Nvidia’s H200 chips fits into that story by easing one near-term concern around access to advanced compute, which had been an overhang on Tencent’s AI roadmap and capital spending plans. In the short term, key catalysts remain execution in online advertising, games and fintech, plus how effectively buybacks and dividends translate earnings growth into per-share value. The main risks now tilt less toward outright chip access and more toward policy conditions attached to those imports, ongoing regulatory oversight in China, and competition from both global suppliers and domestically backed AI and cloud providers. However, one risk that investors should not overlook sits squarely on the regulatory side. Despite retreating, Tencent Holdings' shares might still be trading 33%...
watch now VIDEO 4:45 04:45 A company's fundamentals is what matters most to its stock performance, says Jim Cramer Mad Money with Jim Cramer CNBC's Jim Cramer on Monday reminded investors about the forces that truly move the stock market. "Stocks don't go down because people are in a bad mood," Cramer said on "Mad Money." "They go down because something goes wrong that impacts their businesses, an...
watch now VIDEO 4:45 04:45 A company's fundamentals is what matters most to its stock performance, says Jim Cramer Mad Money with Jim Cramer CNBC's Jim Cramer on Monday reminded investors about the forces that truly move the stock market. "Stocks don't go down because people are in a bad mood," Cramer said on "Mad Money." "They go down because something goes wrong that impacts their businesses, and that something tends to elude investors both big and small." The trading action over the past 24 hours illustrates this point, according to Cramer. It started with a sharp drop in S&P 500 futures on Sunday night, following a weekend filled with political headlines, continued spikes in precious metals, and extreme snowstorms across large swaths of the U.S. However, by the time Monday's closing bell came around, all three major U.S. indexes finished the day higher. Investors tend to treat the Sunday night futures market — which opens at 6 p.m. ET — as a verdict on what will happen when regular trading kicks off Monday morning at 9:30 a.m. ET, but Cramer warned it's often a bundle of worries that rarely reflect reality. "I have seen this Sunday night future plummet so many times in my career that you would think the stock market would be dramatically lower, not up, since the S&P futures started trading in the 1980s," he said, adding "they often represent the sum of all of that weekend's fears and nothing positive at all." As the week progresses, Cramer said it will become clear that earnings season is the main driver of stocks right now. That's especially true with Apple , Microsoft and Meta Platforms – three members of the "Magnificent Seven" – all set to report in the coming days. Microsoft and Meta are due out Wednesday night, followed by Apple on Thursday. Cramer's Charitable Trust, the portfolio used by the CNBC Investing Club, owns stakes in all three companies. Cramer acknowledged the emotional weight of national crises but argued that most major companies aren't dire...
In conservative portfolios, the real bond decision is not yield, but what holds up when markets change. This article compares the Vanguard Intermediate-Term Treasury ETF and the iShares National Muni Bond ETF, and the trade-off between Treasury rates and tax-exempt municipal income. Vanguard Intermediate-Term Treasury ETF (VGIT +0.10%) and iShares National Muni Bond ETF (MUB +0.05%) both keep cost...
In conservative portfolios, the real bond decision is not yield, but what holds up when markets change. This article compares the Vanguard Intermediate-Term Treasury ETF and the iShares National Muni Bond ETF, and the trade-off between Treasury rates and tax-exempt municipal income. Vanguard Intermediate-Term Treasury ETF (VGIT +0.10%) and iShares National Muni Bond ETF (MUB +0.05%) both keep costs low and provide broad exposure to U.S. government-backed debt, but differ in yield, tax efficiency, and portfolio makeup. Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT) aims for income and stability by holding intermediate-term U.S. Treasury bonds, while iShares National Muni Bond ETF (NYSEMKT:MUB) tracks a broad basket of investment-grade municipal bonds, appealing to those seeking potential tax advantages. This comparison explores cost, performance, risk, and portfolio composition to help clarify which fund may better fit specific fixed-income goals. Snapshot (cost & size) Metric VGIT MUB Issuer Vanguard IShares Expense ratio 0.03% 0.05% 1-yr return (as of 2026-01-23) 3.2% 1.5% Dividend yield 3.8% 3.1% AUM $44.6 billion $41.8 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year weekly returns. The 1-yr return represents total return over the trailing 12 months. VGIT and MUB are both highly affordable, with VGIT carrying a slightly lower expense ratio. VGIT also offers a higher yield, which may appeal to those prioritizing income over after-tax returns. Performance & risk comparison Metric VGIT MUB Max drawdown (5 y) -15.13% -11.88% Growth of $1,000 over 5 years $864 $917 What's inside MUB holds over 6,100 investment-grade municipal bonds, making it one of the most diversified funds in its category. Its top exposures include Blackrock Liq Municash Cl Ins Mmf (NYSE:MMF), USD Cash (NASDAQ:USD), and University Tex Univ Revs 08/15/2036 (NYSE:UTX), with no single holding dominating the portfolio. The fund, with more than 18 ...
Meta plans to test new subscriptions that give people access to exclusive features on it apps, the company told TechCrunch on Monday. The tech giant said the new subscriptions will unlock more productivity and creativity, along with expanded AI capabilities. In the coming months, Meta said it will offer a premium experience on Instagram, Facebook, and WhatsApp that gives users access to special fe...
Meta plans to test new subscriptions that give people access to exclusive features on it apps, the company told TechCrunch on Monday. The tech giant said the new subscriptions will unlock more productivity and creativity, along with expanded AI capabilities. In the coming months, Meta said it will offer a premium experience on Instagram, Facebook, and WhatsApp that gives users access to special features and more control over how they share and connect, while keeping the core experiences free. Meta doesn’t appear to be locked into one strategy, noting that it will test a variety of subscription features and bundles, and that each app subscription will have a distinct set of exclusive features. Meta also shared that it plans to scale Manus, an AI agent it recently acquired for a reported $2 billion, as part of its subscription plans. Meta is taking a two-fold approach to Manus. The company is going to integrate Manus into Meta products, while continuing to sell standalone subscriptions to businesses. Meta has already been spotted working on adding a shortcut to Manus AI on Instagram, according to a screenshot shared by reverse engineer Alessandro Paluzzi, who often finds unreleased features while they’re still under development. Additionally, Meta plans to test subscriptions for AI features, such as Vibes video generation. Vibes is Meta’s AI-powered short-form video experience built into the Meta AI app that lets people create and remix AI-generated videos. Although Vibes has been free since its launch last year, Meta now plans to offer freemium access to Vibes video creation, with the option to subscribe to unlock additional video creation opportunities each month. While it’s unknown what the paid features on WhatsApp and Facebook will look like, Paluzzi notes that the new subscription on Instagram will let users create unlimited audience lists, the ability to see a list of followers who don’t follow you back, and the option to view a Story without the poster seeing ...
Meta plans to test new subscriptions that give people access to exclusive features on it apps, the company told TechCrunch on Monday. The tech giant said the new subscriptions will unlock more productivity and creativity, along with expanded AI capabilities. In the coming months, Meta said it will offer a premium experience on Instagram, Facebook, and WhatsApp that gives users access to special fe...
Meta plans to test new subscriptions that give people access to exclusive features on it apps, the company told TechCrunch on Monday. The tech giant said the new subscriptions will unlock more productivity and creativity, along with expanded AI capabilities. In the coming months, Meta said it will offer a premium experience on Instagram, Facebook, and WhatsApp that gives users access to special features and more control over how they share and connect, while keeping the core experiences free. Meta doesn’t appear to be locked into one strategy, noting that it will test a variety of subscription features and bundles, and that each app subscription will have a distinct set of exclusive features. Meta also shared that it plans to scale Manus, an AI agent it recently acquired for a reported $2 billion, as part of its subscription plans. Meta is taking a two-fold approach to Manus. The company is going to integrate Manus into Meta products, while continuing to sell standalone subscriptions to businesses. Meta has already been spotted working on adding a shortcut to Manus AI on Instagram, according to a screenshot shared by reverse engineer Alessandro Paluzzi, who often finds unreleased features while they’re still under development. Additionally, Meta plans to test subscriptions for AI features, such as Vibes video generation. Vibes is Meta’s AI-powered short-form video experience built into the Meta AI app that lets people create and remix AI-generated videos. Although Vibes has been free since its launch last year, Meta now plans to offer freemium access to Vibes video creation, with the option to subscribe to unlock additional video creation opportunities each month. While it’s unknown what the paid features on WhatsApp and Facebook will look like, Paluzzi notes that the new subscription on Instagram will let users create unlimited audience lists, the ability to see a list of followers who don’t follow you back, and the option to view a Story without the poster seeing ...