OlekStock/iStock via Getty Images Introduction There is a lot of noise in the market right now regarding the Buy Now, Pay Later, or BNPL, industry. If you scroll through investor forums or analyst notes, you’ll see it’s a deeply polarizing topic. Many critics look at these companies and see a predatory model, arguing that they essentially thrive by trapping people in cycles of debt through hidden ...
OlekStock/iStock via Getty Images Introduction There is a lot of noise in the market right now regarding the Buy Now, Pay Later, or BNPL, industry. If you scroll through investor forums or analyst notes, you’ll see it’s a deeply polarizing topic. Many critics look at these companies and see a predatory model, arguing that they essentially thrive by trapping people in cycles of debt through hidden costs or high late fees (if you don’t believe me, go to the comment sections for any BNPL company on SA, and check for yourself). But in early 2026, I think it is actually the perfect moment to look at the mechanics of this industry, especially since the recent discussions around a 10% interest rate cap on credit cards have the entire fintech sector discuss this topic, with many people who support it, and many of those who disagree. Today’s discussion comes with me looking at Affirm Holdings, Inc. ( AFRM ), which I rated as a buy a while back , and a couple of other BNPL stocks I’ll briefly mention. Affirm is in the middle of it for me, because since my article, the stock has been frustratingly flat, even dipping slightly, while the broader S&P 500 ( SP500 ) has climbed about 6%. My Previous AFRM Coverage It is definitely a bet that hasn't played out in the short term as I expected, but it puts us in a good position to ask why. Then you have Klarna ( KLAR ), which I covered during its 2025 IPO . I actually warned people to avoid it at the time, and the stock has since collapsed by more than 40%. My Previous KLAR Coverage We also need to talk about PayPal ( PYPL ), which has been plunging and drawing a lot of "bottom-fishing" interest, as well as smaller players like Sezzle ( SEZL ) and Shift4 Payments ( FOUR ), both of which have seen their valuations slashed significantly. Buy Now, Pay Later As An Industry The fundamental debate around BNPL is whether it actually helps consumers or just lures them into spending money they don't have. Critics argue that splitting a purchase...
Sundry Photography/iStock Editorial via Getty Images Lam Research ( LRCX ) is scheduled to announce Q2 earnings results on Wednesday, January 28th, after market close. The consensus EPS Estimate is $1.17 and the consensus revenue estimate is $5.24B. Over the last 2 years, LRCX has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time. Over the last 3 months, EPS e...
Sundry Photography/iStock Editorial via Getty Images Lam Research ( LRCX ) is scheduled to announce Q2 earnings results on Wednesday, January 28th, after market close. The consensus EPS Estimate is $1.17 and the consensus revenue estimate is $5.24B. Over the last 2 years, LRCX has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time. Over the last 3 months, EPS estimates have seen 2 upward revisions and 1 downward. Revenue estimates have seen 2 upward revisions and 1 downward. On ratings, Lam Research holds a Buy consensus on Wall Street, with an average price target of $215.35, implying about 9.8% downside. In contrast, the Seeking Alpha Quant model rates the stock as Hold , citing a stretched valuation. LRCX's stock momentum is strong, with a one-year price performance of 215.3%, far above the sector median. In October, Lam Research ( LRCX ) posted strong Q1 results, with revenue up 27.6% year over year to $5.32B and EPS of $1.26, beating expectations on both revenue and earnings. While this performance remains a positive driver, management signaled slower growth ahead. For Q2, Lam guided revenue to about $5.2B ± $300M, implying roughly 21% year-over-year growth at the midpoint, down from 27% in Q1. The primary cause for this slowdown is cited to be the Chinese end market. Bullish view “Lam Research benefits from a razor-and-blades model, generating high-margin, recurring service revenue that mitigates cyclicality and enhances profitability. Major tailwinds include surging AI compute demand, rising process intensity, advanced packaging adoption, and memory chip shortages driving capacity expansion,” SA analyst Cedric Pfort said. Cautious view “The recently implemented 50% affiliate rule as well as the correction of the overordering from the Chinese market in 2023-2024 should pose a considerable headwind in the coming few quarters in the company's revenue, especially given its substantial (30-40% of total revenue) revenue contribu...
Pinterest Inc. said it plans to cut “less than 15%” of its workforce and reduce office space as it shifts resources toward investing in artificial intelligence. The search and discovery platform anticipates related pretax charges of $35 million to $45 million, according to a regulatory filing . It expects to complete the restructuring plan near the end of its third quarter ending Sept. 30. The San...
Pinterest Inc. said it plans to cut “less than 15%” of its workforce and reduce office space as it shifts resources toward investing in artificial intelligence. The search and discovery platform anticipates related pretax charges of $35 million to $45 million, according to a regulatory filing . It expects to complete the restructuring plan near the end of its third quarter ending Sept. 30. The San Francisco-based company intends to reallocate resources toward “AI-focused roles and teams that drive AI adoption and execution” and plans to prioritize AI-powered products, according to the filing. Shares of Pinterest fell as much as 10% in New York on Tuesday. Pinterest is the latest tech company to re-orient its business to try and capitalize on the rise of AI products. Instagram parent Meta Platforms Inc. earlier this month also initiated job cuts in its Reality Labs division, moving resources from virtual reality products to AI wearables. Artificial intelligence has become a major focus of tech platforms, which are spending heavily to build data centers and other AI infrastructure to support new AI tools and services. Pinterest’s move “likely suggests more aggressive investments in building its AI capabilities, which will be a drag on gross margin,” wrote Bloomberg Intelligence analysts Mandeep Singh and Robert Biggar in a note on Tuesday. But the company’s AI spending could help improve ad pricing, where it currently lags larger rivals such as Meta in direct-response ads, they added. Wedbush analyst Scott Devitt said the announced job cuts are “consistent with our thesis that Pinterest will face rising threats from consumer adoption of competing AI-enabled platforms and agentic commerce tools.” “While it may be too early to evaluate if these moves will offer any comfort to investors, our bias for future estimate revisions lean to the downside,” he added. Pinterest is set to report fourth-quarter earnings results on Feb. 12.
Thomas Fuller | Lightrocket | Getty Images TikTok has agreed to settle with a plaintiff and will no longer be part of a high-profile social media trial kicking off on Tuesday. An attorney for the plaintiff said the trial, held in Los Angeles Superior Court, will proceed as scheduled against Meta and Alphabet's YouTube. The trial is the first of multiple major legal cases against social media compa...
Thomas Fuller | Lightrocket | Getty Images TikTok has agreed to settle with a plaintiff and will no longer be part of a high-profile social media trial kicking off on Tuesday. An attorney for the plaintiff said the trial, held in Los Angeles Superior Court, will proceed as scheduled against Meta and Alphabet's YouTube. The trial is the first of multiple major legal cases against social media companies in 2026 that have drawn comparisons to lawsuits brought against 'Big Tobacco' in the 1990s. The cases center around allegations that the design of several social media and streaming video apps like Instagram and YouTube harmed the mental well-being of teenagers and young adults, leaving them addicted to the services. The focus on the apps' alleged design flaws is part of a legal strategy to counter arguments made by the technology companies that certain content shared on their platforms is protected via the Section 230 provision of the Communications Decency Act. "This is a good resolution, and we are pleased with the settlement," Mark Lanier, an attorney representing the plaintiff said in a statement. "Our focus has now turned to the Meta and YouTube for this trial." Last week Snap , the parent company of the Snapchat social media app, reached an agreement to settle with the plaintiff, and is no longer part of the trial. WATCH : TikTok finalizes deal to stay in the U.S. watch now VIDEO 1:53 01:53 TikTok finalizes deal to stay in the U.S. The Exchange This is breaking news. Please refresh for updates.
Amazon (AMZN) has been quietly reshaping its cost base since last year, moving from broad hiring freezes to targeted cuts as it adapts to faster changes in computing and retail. Now the company is set for another round of corporate layoffs the week of Jan. 26 as part of a plan to cut about 30,000 roles, according to people familiar with the matter. That follows roughly 14,000 job cuts in October 2...
Amazon (AMZN) has been quietly reshaping its cost base since last year, moving from broad hiring freezes to targeted cuts as it adapts to faster changes in computing and retail. Now the company is set for another round of corporate layoffs the week of Jan. 26 as part of a plan to cut about 30,000 roles, according to people familiar with the matter. That follows roughly 14,000 job cuts in October 2025 and could begin as soon as Tuesday. This latest wave will affect teams across AWS, retail, Prime Video, HR, and more, and would exceed Amazon’s prior record of 27,000 cuts in 2022 and 2023. CEO Andy Jassy has framed these cuts as a move to reduce bureaucracy (not simply costs). In the short term, however, analysts warn that the layoffs could weigh on morale and sentiment. Amazon Doubles Down on AI Aside from layoffs, Amazon has announced a flurry of capital projects and investments in late 2025. Notably, the company unveiled several multi-billion-dollar projects in November–December: a $3 billion data center campus in Mississippi, $15 billion in new data centers in Indiana, $35 billion in AI-focused investments in India, and up to $50 billion toward U.S. government cloud/supercomputing contracts. These deals, the biggest announcements since AWS’s founding, underscore Amazon’s aggressive push into AI and cloud infrastructure. Investors generally view them as strategic long-term growth plays, not immediate earnings drivers. Such moves support the bull case (bigger AWS, new revenue streams) but also signal much higher capex, which can pressure free cash flow in the near term. Amazon’s stock has been almost flat over the past year. Substantially underperforming the S&P 500 Index ($SPX), which more than gained 16% in the same time frame. Growth in AWS and digital advertising has driven revenue, but slower retail sales and heavy investments have kept stock gains in check. Despite the underperformance, Amazon still trades at rich multiples. For example, its trailing price/earn...
Image source: The Motley Fool. Jan. 27, 2026 at 11 a.m. ET Call participants Chief Executive Officer — Michael Speetzen Chief Financial Officer — Robert Mack Takeaways Sales growth -- Adjusted sales increased 9%; North American retail sales, excluding youth, also rose 9% with share gains across Off-Road, Marine, and Snow segments. -- Adjusted sales increased 9%; North American retail sales, exclud...
Image source: The Motley Fool. Jan. 27, 2026 at 11 a.m. ET Call participants Chief Executive Officer — Michael Speetzen Chief Financial Officer — Robert Mack Takeaways Sales growth -- Adjusted sales increased 9%; North American retail sales, excluding youth, also rose 9% with share gains across Off-Road, Marine, and Snow segments. -- Adjusted sales increased 9%; North American retail sales, excluding youth, also rose 9% with share gains across Off-Road, Marine, and Snow segments. Tariff impact -- $37 million in new tariffs offset gross profit gains for the quarter, and total annual tariff exposure remains above $200 million, according to management. -- $37 million in new tariffs offset gross profit gains for the quarter, and total annual tariff exposure remains above $200 million, according to management. Debt reduction -- Repaid approximately $530 million in debt during the full year, ending well below covenant thresholds. -- Repaid approximately $530 million in debt during the full year, ending well below covenant thresholds. Inventory position -- Dealer inventory days are under 100, with the healthiest current to non-current mix reported among OEMs; non-current snowmobile inventory reduced by over 40%. -- Dealer inventory days are under 100, with the healthiest current to non-current mix reported among OEMs; non-current snowmobile inventory reduced by over 40%. Cost savings -- Achieved over $60 million in operational savings for the year, with $25 million in reduced warranty expense driven by improved quality systems. -- Achieved over $60 million in operational savings for the year, with $25 million in reduced warranty expense driven by improved quality systems. Organic growth guidance -- 2026 organic sales expected to rise 7%-9% excluding Indian Motorcycle, factoring out $300 million prior year sales and adding $400 million tailwind from aligned shipments and retail. -- 2026 organic sales expected to rise 7%-9% excluding Indian Motorcycle, factoring out $300 mil...
relif/iStock via Getty Images Policy support is helping narrow mortgage spreads, and valuations remain historically attractive. Portfolio manager Dan Hyman discusses the opportunity across agency mortgage-backed securities ( MBS ), which offer high quality, liquid exposure with defensive traits and compelling income potential. Transcript HYMAN: The takeaway that we see as a result of this announce...
relif/iStock via Getty Images Policy support is helping narrow mortgage spreads, and valuations remain historically attractive. Portfolio manager Dan Hyman discusses the opportunity across agency mortgage-backed securities ( MBS ), which offer high quality, liquid exposure with defensive traits and compelling income potential. Transcript HYMAN: The takeaway that we see as a result of this announcement is there has been a major catalyst change for mortgages. Now mortgages are historically cheap with some tailwinds. They have the government focused on bringing down mortgage rates on narrowing mortgage spreads, and they're deploying their own balance sheet to do so. PIMCO has long been a holder of mortgage-backed securities and we've been heavily overweighted to the sector because we've seen very attractive valuations. This announcement has been positive for spreads, meaning spreads have narrowed, bond prices have gone up, but we still think they're historically cheap. Meaning even from today's valuations, we think mortgage spreads are likely to narrow further and you can continue to earn an attractive yield while we wait for that to happen. So mortgages remain a high conviction view for PIMCO. This presents investors with an opportunity to go up in quality, up in liquidity, position portfolios defensively by purchasing agency-backed mortgages. Disclosure All investments contain risk and may lose value. Investing in the bond market is subject to risks, including market, interest rate, issuer, credit, inflation risk, and liquidity risk. The value of most bonds and bond strategies are impacted by changes in interest rates. Bonds and bond strategies with longer durations tend to be more sensitive and volatile than those with shorter durations; bond prices generally fall as interest rates rise, and low interest rate environments increase this risk. Reductions in bond counterparty capacity may contribute to decreased market liquidity and increased price volatility. Bond inv...
Days after Meta was sued by over alleged false privacy claims by its chat app WhatsApp, the company has rolled out a new setting to protect users against cyber attacks. The feature, called Strict Account Settings, adds restrictions like automatically blocking media and attachments from unknown senders, and silencing calls from unknown numbers. Under this setting, link previews are turned off, and ...
Days after Meta was sued by over alleged false privacy claims by its chat app WhatsApp, the company has rolled out a new setting to protect users against cyber attacks. The feature, called Strict Account Settings, adds restrictions like automatically blocking media and attachments from unknown senders, and silencing calls from unknown numbers. Under this setting, link previews are turned off, and the setting to block a high number of unknown messages is also switched on. When someone turns this option on, by default, two-step verification is turned on along with security notifications that alert someone when the code of someone they are chatting with changes. The company WhatsApp also restricts your last seen and online, profile photo, about details, and links on your profile are locked to only your contacts. If you have the new restrictive protection layer enabled, only your contacts (or pre-selected people from your contacts) can add you to groups. Image Credits: Meta The company said this “lockdown-styled” feature will be rolling out in the coming weeks and is useful for journalists and public figures. “Strict account settings are an optional, lockdown-style security feature that, when enabled, reduces your vulnerability to cyber attack by limiting functionality. Your account is locked to more private settings, and your chats with others outside your contacts will have limitations,” the company’s description reads. Users can turn on this setting by going to Settings > Privacy > Advanced and then turning on Strict account settings. Meta said that users can only change this setting from their primary device and not from a companion platform like WhatsApp for Web or Windows. Techcrunch event Disrupt 2026 Tickets: One-time offer Tickets are live! Save up to $680 while these rates last, and be among the first 500 registrants to get 50% off your +1 pass. TechCrunch Disrupt brings top leaders from Google Cloud, Netflix, Microsoft, Box, a16z, Hugging Face, and more to 25...
Multiple Wall Street firms downgraded the stock following yesterday's surprise exit of the company's new CFO. Shares of The Trade Desk (TTD 4.91%) were tumbling again on Tuesday, following yesterday's big sell-off. As of 12:15 p.m. EDT today, shares were down 4.7%, and are now down about 12% week-to-date. Yesterday, shares were rocked by the announcement that Chief Financial Officer Alex Kayyal, w...
Multiple Wall Street firms downgraded the stock following yesterday's surprise exit of the company's new CFO. Shares of The Trade Desk (TTD 4.91%) were tumbling again on Tuesday, following yesterday's big sell-off. As of 12:15 p.m. EDT today, shares were down 4.7%, and are now down about 12% week-to-date. Yesterday, shares were rocked by the announcement that Chief Financial Officer Alex Kayyal, who had been appointed to the role just five months ago, was fired over the weekend. While shares fell on the news, today's subsequent downgrades by not one but three sell-side analysts sent shares another leg lower. Expand NASDAQ : TTD The Trade Desk Today's Change ( -4.91 %) $ -1.66 Current Price $ 32.15 Key Data Points Market Cap $16B Day's Range $ 31.95 - $ 33.56 52wk Range $ 31.95 - $ 125.80 Volume 262K Avg Vol 13M Gross Margin 78.81 % Confirmation of doubts rocks The Trade Desk On Monday, The Trade Desk announced that CFO Alex Kayyal would be leaving the company, with Chief Accounting Officer Tahnil Davis replacing Kayyal while the company looks for a permanent successor. The announcement was certainly strange, given that Kayal had been appointed to the position back in August, only five months ago. Kayal also remains on the company's Board of Directors, further complicating matters. The filing notes Kayyal "was terminated," effective January 24, which is a Saturday, and that he will remain on the Board "through the Company's 2026 annual meeting of stockholders." That seems to indicate that Kayyal will leave the Board after his term ends this year, and that he was fired for some reason. Fortunately, it doesn't appear to be related to last quarter's financials, as the company reiterated its fourth quarter guidance in the filing. Still, the quick turnover in the C-suite is no doubt unsettling shareholders, who have already seen The Trade Desk's stock plummet 76% from all-time highs amid decelerating revenue. The firing is also unsettling Wall Street analysts as well. Tod...
Apple Inc. (NASDAQ:AAPL) is one of the AI Stocks in Focus on Wall Street. On January 26, Jefferies analyst Edison Lee lowered the price target on the stock to $276.47 (from $283.36) while maintaining a Hold rating. The firm believes AAPL’s long-term growth is capped due to slowing App Store growth and Google ad revenue risk. According to the firm, Sensor Tower data showed AppStore revenue grew onl...
Apple Inc. (NASDAQ:AAPL) is one of the AI Stocks in Focus on Wall Street. On January 26, Jefferies analyst Edison Lee lowered the price target on the stock to $276.47 (from $283.36) while maintaining a Hold rating. The firm believes AAPL’s long-term growth is capped due to slowing App Store growth and Google ad revenue risk. According to the firm, Sensor Tower data showed AppStore revenue grew only an estimated 7% in Dec Q, which marks the slowest growth in the last seven quarters. AAPL has corrected 13% from its peak on Dec 2, driven by signs of slowdown in service rev. The firm also sees a risk of slowdown in Apple’s Google-related advertising revenue to high single-digits. While the firm has trimmed its service revenue growth estimates, it keeps its hardware forecasts unchanged. Even so, Jefferies anticipates a slight beat, of around 3%, in upcoming results due on January 29 despite the firm’s fiscal year 2026 and 2027 estimates only in line with consensus. “At 2.4x PEG we believe the stock will likely be range bound." Apple is a technology company known for its consumer electronics, software, and services. While we acknowledge the potential of AAPL 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.
Apple Inc. (NASDAQ:AAPL) is one of the AI Stocks in Focus on Wall Street. On January 26, Jefferies analyst Edison Lee lowered the price target on the stock to $276.47 (from $283.36) while maintaining a Hold rating. The firm believes AAPL’s long-term growth is capped due to slowing App Store growth and Google ad revenue risk. According to the firm, Sensor Tower data showed AppStore revenue grew onl...
Apple Inc. (NASDAQ:AAPL) is one of the AI Stocks in Focus on Wall Street. On January 26, Jefferies analyst Edison Lee lowered the price target on the stock to $276.47 (from $283.36) while maintaining a Hold rating. The firm believes AAPL’s long-term growth is capped due to slowing App Store growth and Google ad revenue risk. According to the firm, Sensor Tower data showed AppStore revenue grew only an estimated 7% in Dec Q, which marks the slowest growth in the last seven quarters. AAPL has corrected 13% from its peak on Dec 2, driven by signs of slowdown in service rev. The firm also sees a risk of slowdown in Apple’s Google-related advertising revenue to high single-digits. While the firm has trimmed its service revenue growth estimates, it keeps its hardware forecasts unchanged. Even so, Jefferies anticipates a slight beat, of around 3%, in upcoming results due on January 29 despite the firm’s fiscal year 2026 and 2027 estimates only in line with consensus. “At 2.4x PEG we believe the stock will likely be range bound." Apple is a technology company known for its consumer electronics, software, and services. While we acknowledge the potential of AAPL 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.
Alibaba BABA is facing a growing headwind to revenue growth from its shrinking “All Others” segment despite continued strength in its core businesses. In the second quarter of fiscal 2026, revenues from the “All Others” segment dropped 25% year over year, marking another consecutive quarterly decline and making it the only business unit to contract, while China e-commerce, international commerce a...
Alibaba BABA is facing a growing headwind to revenue growth from its shrinking “All Others” segment despite continued strength in its core businesses. In the second quarter of fiscal 2026, revenues from the “All Others” segment dropped 25% year over year, marking another consecutive quarterly decline and making it the only business unit to contract, while China e-commerce, international commerce and cloud operations delivered solid growth. The downturn was caused mainly by the disposal of Sun Art and Intime, which automatically reduced reported revenues, along with weaker performance at Cainiao, Alibaba’s logistics arm. Although Freshippo, Alibaba Health and Amap recorded growth, their gains could not make up for the broader slowdown in the segment. As a result, the segment has become a drag rather than a support for consolidated growth. The impact extends beyond the top line. Losses in the segment widened as Alibaba increased investments in technology and AI-driven initiatives, adding pressure on group profitability. Given that most revenues in this segment come from direct sales and logistics services recorded on a gross basis, margins tend to be thinner and revenue more volatile, amplifying its influence on overall financial results. The company views these units as long-term innovation platforms tied to AI infrastructure and digital services, yet near-term performance shows they are holding back reported growth. Until Cainiao stabilizes and divestment-related pressures fade, this segment is likely to continue hurting overall revenue growth. This concern is also seen in the Zacks Consensus Estimate, which forecasts only modest revenue growth of 6.2% for fiscal 2026. Alibaba’s Logistics Business Faces Rising Competition Alibaba’s logistics arm is facing intensifying competition as JD.com’s JD subsidiary JD Logistics and Amazon’s AMZN Amazon Logistics expand their fulfillment, warehousing and last-mile capabilities, pressuring pricing and delivery speed across key ...
Key Points Harmony's approved narcolepsy drug Wakix has been a huge financial success. Controversy and litigation surrounding Wakix have held back the stock. Longer-term worries about patent cliffs and Harmony's pipeline have also been bearish influences. 10 stocks we like better than Harmony Biosciences › Finding value stocks in today's market environment is challenging. To find them in the biote...
Key Points Harmony's approved narcolepsy drug Wakix has been a huge financial success. Controversy and litigation surrounding Wakix have held back the stock. Longer-term worries about patent cliffs and Harmony's pipeline have also been bearish influences. 10 stocks we like better than Harmony Biosciences › Finding value stocks in today's market environment is challenging. To find them in the biotech stock arena is even more unusual. Harmony Biosciences (NASDAQ: HRMY) specializes in biotechnology treatments for rare diseases, and despite having been extremely successful from a financial standpoint, investors haven't seemed to buy the bullish case for Harmony entirely. The first article in this series focused on Harmony and its work toward developing its pitolisant treatment, marketed under the brand name Wakix. Here, you'll learn more about just how lucrative Wakix has been, but you'll also learn about some of the negatives that have kept the stock price from following Harmony's sales and profits higher. 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 » Impressive numbers from Harmony There's no denying that few small biotech stocks have enjoyed the same early success that Harmony has. Wakix got FDA approval in 2019, but by the following year, Harmony posted revenue of $160 million. Over the ensuing five years, Harmony saw its sales rise at an average compound annual growth rate of around 40%. That has the company on track to post sales of nearly $870 million when it releases its final 2025 numbers. Harmony believes Wakix will generate revenue of over $1 billion in 2026. Many biotech stocks that win approval for an initial commercial drug then turn around and redouble their spending on their pipeline research. Higher expenses then result in continuing losses despite the commercial success. Yet Harmony followed a different path. It became profitable ...
Check out the companies making headlines in midday trading: Amazon — The e-commerce giant said it would sunset its Fresh and Go brick-and-mortar store, marking a pivot in its grocery strategy . Amazon shares rose more than 1% in midday trading, while shares of rival grocers were lower. Kroger and Albertsons shares were both down about 3%. Micron — The memory and storage stock jumped about 5%, on p...
Check out the companies making headlines in midday trading: Amazon — The e-commerce giant said it would sunset its Fresh and Go brick-and-mortar store, marking a pivot in its grocery strategy . Amazon shares rose more than 1% in midday trading, while shares of rival grocers were lower. Kroger and Albertsons shares were both down about 3%. Micron — The memory and storage stock jumped about 5%, on pace to close at a new closing high, after starting construction of an advanced wafer fabrication facility in an existing NAND manufacturing plant in Singapore. Planned investment totals about $24 billion over 10 years, with wafer output set to start in the second half of 2028. Reddit — The social networking platform dropped 8% after its chief technology officer disclosed the sale late last week of almost $3 million of stock, according to a filing with the Securities and Exchange Commission. Pinterest — The social media platform's stock fell almost 10% after it announced plans to cut about 15% of its workforce as it puts more resources behind artificial intelligence-focused roles and strategy. Sysco — Shares jumped 9% after the wholesale food products distributor reported an earnings beat and updated its full-year guidance. Sysco is now guiding for full-year earnings to come in at the higher end of its prior range of $4.50 to $4.60 per share. Its fiscal second-quarter earnings were 99 cents per share, versus the 98 cents anticipated from analysts polled by FactSet. Revenue also topped expectations. Roper Technologies — The software stock fell 13% and hit a 52-week low after the company issued weaker-than-expected guidance. Roper's fourth-quarter revenue also missed expectations. United Parcel Service — The package delivery company gained 3% after reporting fourth-quarter results that beat expectations. UPS also said it would cut an additional 30,000 jobs this year and shutter at least 24 facilities as it winds down its partnership with Amazon. UnitedHealth , Humana , CVS Hea...
A worker operates on the production line at an automobile factory in Guiyang, Guizhou province, on Jan. 19, 2026. Photo: VCG China’s top industrial regulator has tightened the rules for automobile makers, mandating product reliability tests before new vehicles can hit the market, in a bid to curb the safety risks stemming from compressed development cycles. The Ministry of Industry and Information...
A worker operates on the production line at an automobile factory in Guiyang, Guizhou province, on Jan. 19, 2026. Photo: VCG China’s top industrial regulator has tightened the rules for automobile makers, mandating product reliability tests before new vehicles can hit the market, in a bid to curb the safety risks stemming from compressed development cycles. The Ministry of Industry and Information Technology (MIIT) finalized updated guidelines requiring stricter technical standards for both carmakers and their vehicles. Effective January 1, 2027, the new rules aim to curb a growing tendency among manufacturers to rush new models to market amid fierce competition, sparking concerns about weakened safety oversight.
Key Points Holiday sales were strong this year, driven by higher e-commerce. AWS sales have been accelerating. Amazon stock is priced attractively right now. 10 stocks we like better than Amazon › Amazon (NASDAQ: AMZN) didn't deliver for investors last year, trailing the S&P 500's 18% gain with a mediocre 5% rise. But that happens sometimes, and investors should always keep the long-term picture i...
Key Points Holiday sales were strong this year, driven by higher e-commerce. AWS sales have been accelerating. Amazon stock is priced attractively right now. 10 stocks we like better than Amazon › Amazon (NASDAQ: AMZN) didn't deliver for investors last year, trailing the S&P 500's 18% gain with a mediocre 5% rise. But that happens sometimes, and investors should always keep the long-term picture in mind. In fact, since Amazon stock has sagged, it could be a great opportunity to buy shares. Here are three reasons to buy Amazon stock today. 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 » 1. Strong e-commerce results from the holiday season The fourth quarter includes the all-important holiday season, so it typically has the highest sales volume of the year. That's why a typical sales chart has highs and lows that correlate annually. Results from other sources show strong spending for the 2025 holiday season, especially for e-commerce. According to preliminary results from Visa, holiday spending increased 4.2% year over year, while e-commerce sales increased 7.8%. Amazon controls around 40% of U.S. e-commerce, so that's a great indication of what Amazon might tell shareholders next week in its fourth-quarter report. According to Visa's update, physical retail accounted for 73% of total spending. That's also good news for Amazon shareholders, since it implies that Amazon still has a huge untapped opportunity in shifting retail sales to e-commerce. 2. Accelerating AWS growth The exciting part of Amazon's business right now is artificial intelligence (AI). Although Amazon uses AI throughout its vast enterprise, the AI business runs through the Amazon Web Services (AWS) cloud segment. AWS is the largest cloud provider in the world, with around 29% of total market share, and even at its size, sales accelerated to 20% year over year in the 2025 third quarter. Management is investing in AWS...