Crovik Media/iStock via Getty Images 2026 is proving to be a tricky market to invest in, though many of us were prepared for volatility with the major indices exiting 2025 at heightened multiples. To maintain gains this year, I continue to advocate for a rotation of our portfolios into small- and mid-cap stocks to reduce our exposure to a possible downward multiples correction in large-cap momentu...
Crovik Media/iStock via Getty Images 2026 is proving to be a tricky market to invest in, though many of us were prepared for volatility with the major indices exiting 2025 at heightened multiples. To maintain gains this year, I continue to advocate for a rotation of our portfolios into small- and mid-cap stocks to reduce our exposure to a possible downward multiples correction in large-cap momentum names. Often, these small-cap stocks are rebound stories, but here, investors are too focused on the risks and not on the cheap valuations that price in these risks. Rekor Systems ( REKR ) is a good example of this. The roadway intelligence software company has seen its share price decline ~25% over the past year, with the stock also down more than 50% relative to peaks above $3 briefly notched in October. Data by YCharts I last wrote a "Buy" rating on Rekor in September, when the stock was trading near $1.80. While I fully acknowledge that this is a position that has required tremendous patience, I also believe that Rekor's upcoming earnings and the fact that the company is beginning to convert large statewide deals into revenue will be a fantastic catalyst for the stock in 2026. I retain my "Buy" rating here. The next major catalyst for Rekor will be its Q4 earnings print (expected in mid- to late February), where the company should also release its expectations for FY26. With expectations already low for the company (Wall Street is only expecting ~21% revenue growth, which is slower than growth in the most recent quarter and may not fully reflect all the company's latest deals), this is a good "Buy" before the earnings cycle. Revenue Begins Accelerating, With the Georgia Deal a Major Catalyst Let's first turn our attention to the recent progress that Rekor has been making. As a reminder for investors who are newer to the stock, the company is mainly a supplier to government (state-level) transportation agencies, giving highway authorities the software to monitor roadwa...
格隆汇1月28日｜雪佛龙宣布，任命前美国航空公司董事长兼首席执行官Thomas W. Horton为董事会的独立董事及董事会审计委员会的成员。现年64岁的Horton目前是全球基础设施投资公司Global Infrastructure Partners的合伙人，也是沃尔玛和GE航空航天等公司的董事会成员。
格隆汇1月28日｜雪佛龙宣布，任命前美国航空公司董事长兼首席执行官Thomas W. Horton为董事会的独立董事及董事会审计委员会的成员。现年64岁的Horton目前是全球基础设施投资公司Global Infrastructure Partners的合伙人，也是沃尔玛和GE航空航天等公司的董事会成员。
Key Takeaways The memory semiconductor sector is experiencing explosive growth, with industry revenue surging 78% in 2024 to $170 billion, positioning these stocks for exceptional returns before the anticipated 2026 market boom. • AI-driven demand creates unprecedented opportunity: High Bandwidth Memory (HBM) revenue is projected to reach $100 billion by 2028, with companies like Micron and SK Hyn...
Key Takeaways The memory semiconductor sector is experiencing explosive growth, with industry revenue surging 78% in 2024 to $170 billion, positioning these stocks for exceptional returns before the anticipated 2026 market boom. • AI-driven demand creates unprecedented opportunity: High Bandwidth Memory (HBM) revenue is projected to reach $100 billion by 2028, with companies like Micron and SK Hynix already sold out through 2026. • Supply constraints favor pricing power: Memory manufacturers expect supply-constrained markets through 2026, enabling robust profit margins and favorable pricing conditions across the sector. • Diversified exposure maximizes potential: The seven featured stocks—Micron, Lam Research, Samsung, SK Hynix, Western Digital, Intel, and Marvell—offer complementary exposure to different memory ecosystem segments. • Strategic positioning beats timing: Companies with technological leadership in HBM production and AI infrastructure are delivering exceptional returns, with some stocks gaining over 300% in the past year. • 2026 represents inflection point: Industry forecasts predict a "supercycle" with global DRAM revenue surging 51% and NAND rising 45% year-over-year in 2026. The convergence of AI infrastructure buildout, supply constraints, and technological advancement creates a rare investment opportunity where early positioning could yield substantial long-term gains as this multi-year trend unfolds. Memory stocks show incredible momentum right now. The industry's revenue jumped 78% in 2024 to $170 billion. The memory sector should be on your radar if you're searching for the next big investment chance. Memory manufacturers have a bright future ahead through 2026. Micron Technology, a leading computer memory maker, now projects its High Bandwidth Memory (HBM) revenue will reach $100 billion by 2028, up from $35 billion in 2025. The company shows its confidence through a bigger capital spending budget of $20 billion for fiscal 2026 - a 45% jump fro...
Translate webpages in Chrome: On your computer, open Chrome. Go to a webpage written in another language. At the top, click Translate. Chrome will translate the webpage one time. If you haven't installed Google Chrome. Please download and install it. Down
Translate webpages in Chrome: On your computer, open Chrome. Go to a webpage written in another language. At the top, click Translate. Chrome will translate the webpage one time. If you haven't installed Google Chrome. Please download and install it. Down
We have put together stories from our coverage on science from the past two weeks to help you stay informed. If you would like to see more of our reporting, please consider subscribing China’s Shenzhou-20 spacecraft returned to Earth with no astronauts inside – just metal, heat and a cracked window – touching down at the Dongfeng landing site in Inner Mongolia on Monday. Healthcare workers in the ...
We have put together stories from our coverage on science from the past two weeks to help you stay informed. If you would like to see more of our reporting, please consider subscribing China’s Shenzhou-20 spacecraft returned to Earth with no astronauts inside – just metal, heat and a cracked window – touching down at the Dongfeng landing site in Inner Mongolia on Monday. Healthcare workers in the southern Indian state of Kerala wear protective gear as they attend to a man with symptoms of the Nipah virus in September 2023. Photo AFP An outbreak of the highly fatal Nipah virus in India’s eastern state of West Bengal has sparked widespread attention and public concern in China ahead of the Lunar New Year holiday when millions will travel. The People’s Liberation Army said more than 10 experimental quantum cyber warfare tools were “under development”, many of which were being “tested in front-line missions”, according to the official newspaper Science and Technology Daily.
Keir Starmer has said he will “raise the issues that need to be raised” on human rights with China’s leader, Xi Jinping, as he arrived in Beijing for the first trip to the country by a UK leader in eight years. The prime minister has come under pressure from rights groups to try to secure the release of Jimmy Lai, the jailed former media tycoon and one of Hong Kong’s most significant pro-democracy...
Keir Starmer has said he will “raise the issues that need to be raised” on human rights with China’s leader, Xi Jinping, as he arrived in Beijing for the first trip to the country by a UK leader in eight years. The prime minister has come under pressure from rights groups to try to secure the release of Jimmy Lai, the jailed former media tycoon and one of Hong Kong’s most significant pro-democracy voices. The British citizen faces spending the rest of his life in prison after he was found guilty by a Hong Kong court of national security offences that the UK sees as politically motivated. Starmer told reporters on the flight to China: “In the past on all the trips I’ve done, I’ve always raised issues that need to be raised. But part of the reason for engaging with China is so that issues where we disagree can be discussed.” Yvette Cooper, the foreign secretary, has called for Lai’s immediate release and summoned the Chinese ambassador after his conviction. In December, Lai’s children voiced alarm for their father’s health, describing his dramatic weight loss, teeth rotting and nails falling off while in solitary confinement. The prime minister may also raise the fate of the Uyghurs, a persecuted Muslim minority in China who have been co-opted into forced labour programmes. In opposition, Labour pushed for formal recognition of China’s treatment of the Uyghurs as a genocide, with a number of senior party figures backing the move. View image in fullscreen Hong Kong media tycoon Jimmy Lai is facing spending the rest of his in prison. Photograph: Vincent Yu/AP Downing Street has said that while Starmer wants to improve economic relations with China on the visit, he would maintain “guardrails” on national security, and would not trade one for the other. They said he would raise areas of disagreement, including human rights abuses. Yasmine Ahmed, UK Director of Human Rights Watch, told the Guardian: “It’s imperative that Starmer doesn’t abandon principle in pursuit of prof...
Resist opting out early All employers must automatically enrol their employees in a workplace pension scheme if they meet the eligibility criteria: the employee must be a UK resident, aged between 22 and state pension age, and earning more than £10,000 a year, £192 a week or £822 a month, in the 2025/26 tax year. The total minimum contribution to a workplace scheme is 8%. This doesn’t all come out...
Resist opting out early All employers must automatically enrol their employees in a workplace pension scheme if they meet the eligibility criteria: the employee must be a UK resident, aged between 22 and state pension age, and earning more than £10,000 a year, £192 a week or £822 a month, in the 2025/26 tax year. The total minimum contribution to a workplace scheme is 8%. This doesn’t all come out of your pay, as your employer will stump up a chunk of that and your contribution will be boosted by tax relief. While your employer must automatically put you into the scheme, you can opt out, and this may be tempting if you are on a low wage. However, that means turning down free money from your employer and through tax relief. It also means missing out on the growth of that money. “The earlier you start, the better,” says Mark Smith, a spokesperson for Pension Attention, an industry-led campaign. If you opt out, you’ll be automatically enrolled again three years later, but Smith says that is a long time to be missing out on potential stock market growth. “Set a reminder for a year’s time to see if you can manage it then,” he says. “Better still, say no to opting out to begin with – see if you can manage financially with that contribution. If you really are struggling, you can think again.” Balance money priorities Early in your career you may have priorities that come ahead of planning for retirement. If you want to save up to buy a home, for example, there are difficult decisions to make. Research by pension provider L&G found one in seven recent and prospective homeowners have paused, reduced or never paid into a pension, to prioritise buying a property. “For many younger people, rising living costs and the pressure to build a deposit mean tough trade-offs, including cutting back on pension saving,” says Katharine Photiou, the director of workplace savings at L&G Retail. “While understandable, these decisions can have a lasting negative impact on retirement outcomes.”...
An exhilarating account of Bowie’s spirituality and the quasi-religious nature of his work, from Space Oddity to Blackstar It has become a tired cliche among fans to say that everything went wrong in the world after Bowie died in 2016. It also misses the point: rather than being one of the last avatars of a liberal order that has crumbled around our ears, Bowie prophesied the mayhem that has repla...
An exhilarating account of Bowie’s spirituality and the quasi-religious nature of his work, from Space Oddity to Blackstar It has become a tired cliche among fans to say that everything went wrong in the world after Bowie died in 2016. It also misses the point: rather than being one of the last avatars of a liberal order that has crumbled around our ears, Bowie prophesied the mayhem that has replaced it. In his later years, he thought that we had entered a zone of chaos and fragmentation. This is what allowed him to be so prescient about the internet – not its promise, but its menace. There is no plan and no order. There is just disaster and social collapse. Those looking for reassurance should not listen to Bowie (please listen to something, anything, else). His world, from Space Oddity through to the background violence of The Next Day and Blackstar , was always drowned or destroyed or incinerated: “This ain’t rock’n’roll, this is genocide” as he exclaims at the beginning of Diamond Dogs. Continue reading...
‘Question the status quo!’: Britain’s queer immigrants – in pictures Asafe Ghalib photographs his friends and fellow artists with one aim – to transform them into their ‘rawest, most beautiful and most empowered’ form
‘Question the status quo!’: Britain’s queer immigrants – in pictures Asafe Ghalib photographs his friends and fellow artists with one aim – to transform them into their ‘rawest, most beautiful and most empowered’ form
Keir Starmer has accused the Reform UK candidate in the Greater Manchester byelection of pursuing the politics of “toxic division” after he refused to disown his claim that UK-born people from minority ethnic backgrounds are not necessarily British. The prime minister suggested that Matthew Goodwin, a hard-right activist, would try to “tear people apart” in Gorton and Denton, and that voters wanti...
Keir Starmer has accused the Reform UK candidate in the Greater Manchester byelection of pursuing the politics of “toxic division” after he refused to disown his claim that UK-born people from minority ethnic backgrounds are not necessarily British. The prime minister suggested that Matthew Goodwin, a hard-right activist, would try to “tear people apart” in Gorton and Denton, and that voters wanting to stop Nigel Farage’s party should coalesce around the Labour candidate. Senior Labour figures have warned that the party needs to rapidly present itself as the “stop Reform” vote, acknowledging that in the recent Caerphilly byelection, which was won by Plaid Cymru, they were too late in becoming the beneficiary of tactical voting. The Greens, who came third in the Gorton and Denton seat at the general election, are set to stage an all-out fight to win the upcoming race, with officials in the party arguing they have a real chance of victory after Andy Burnham was barred from applying to be the Labour candidate. But speaking to reporters on his way to China, Starmer said: “There’s only one party to stop Reform and that’s the Labour party. We can already see what the bybelection is going to be about, which is Labour values which are about delivering on the cost of living with a strong record in that constituency of what we’ve already done versus Reform.” He added: “You can see from their candidate what politics they’re going to bring to that constituency: the politics of division, of toxic division, of tearing people apart. That’s not what that constituency is about, it’s not what Manchester is about, so this is a straight fight between Labour and Reform.” Goodwin, who was presented on Tuesday as the party’s candidate in the demographically diverse seat in south-east Manchester, has been criticised for claiming recently that people from black, Asian or other immigrant backgrounds were not always British. Starmer confirmed that he had spoken to Burnham on Monday after an a...