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. Meta CEO Mark Zuckerberg’s metaverse dreams seem to have been replaced by a new vision: an AI-generated social feed. In an earnings call on Wednesday, Zuckerberg re...
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. Meta CEO Mark Zuckerberg’s metaverse dreams seem to have been replaced by a new vision: an AI-generated social feed. In an earnings call on Wednesday, Zuckerberg reiterated his belief that AI will become the next big media format, making feeds “more immersive and interactive:” We started with text, and then moved to photos when we got phones with cameras, and then moved to video when mobile networks got fast enough. Soon, we’ll see an explosion of new media formats that are more immersive and interactive, and only possible because of advances in AI. Zuckerberg added that apps currently “feel like algorithms that recommend content.” But that’s going to change, according to Zuckerberg, as Meta’s apps will eventually greet users with AI that “understands” them, can serve up content they like, and “generate great personalized content.” Last year, Zuckerberg similarly brought up an AI-infused social media, saying that Meta would “add yet another huge corpus of content” to its recommendation system as AI makes content “easier to create and remix.” Meta has already realized part of this plan, as it launched a new “Vibes” feed in the Meta AI app that lets you scroll through a feed of short, AI-generated videos. During the call, Zuckerberg also hinted at a new format that will allow users to create a world or game using a prompt and then share it with friends, adding that videos could become interactive as well. “There’s definitely a version of the future where any video that you see, you can tap on and jump into it and… experience it in a more meaningful way,” Zuckerberg said. As the call progressed, Zuckerberg didn’t bring up goals for the metaverse, instead saying that the company’s investments in virtual reality (VR) and Horizon Worlds wil...
↗️ Nvidia (NVDA): China has approved purchases of Nvidia’s popular H200 chip for the first time, giving authorization to several customers, including Alibaba (BABA, HK:9988). Nvidia and Alibaba shares rose.
↗️ Nvidia (NVDA): China has approved purchases of Nvidia’s popular H200 chip for the first time, giving authorization to several customers, including Alibaba (BABA, HK:9988). Nvidia and Alibaba shares rose.
00:00 Speaker A Operator, the next question, please. 00:04 Speaker A The next question comes from the line of Brent Phil with Jeffries. Please please proceed. 00:12 Speaker B Uh thanks, Amy. uh on 45% of the backlog being related to OpenAI, I'm just curious if you can comment. There's obviously uh concern a-a-about um about the you know, the durability and I I know um maybe there's not much you ca...
00:00 Speaker A Operator, the next question, please. 00:04 Speaker A The next question comes from the line of Brent Phil with Jeffries. Please please proceed. 00:12 Speaker B Uh thanks, Amy. uh on 45% of the backlog being related to OpenAI, I'm just curious if you can comment. There's obviously uh concern a-a-about um about the you know, the durability and I I know um maybe there's not much you can say in this, but uh I think everyone's concerned about the the the exposure and if you could maybe uh talk through uh your perspective and what what both you and Satya are seeing. 00:54 Speaker C I think maybe I would have thought about the question quite differently, Brent. The first thing to focus on is uh the reason we talked about that number is because 55% or roughly $350 billion is related to the breadth of our portfolio, a breadth of customers across solutions, across Azure, across industries, across geographies. That is a significant RPO balance, larger than most peers, more diversified than most peers, and frankly, uh I think we have super high confidence in it. And when you think about that portion alone growing 28%, it's really impressive work on the breadth as well as the adoption curve that we're seeing, which is I think what I get asked most frequently. Uh, it's grown by customer segment, by industry, and by geo. and so it's very consistent. And so then if you're asking about how do I feel about open AI and the contract and the health. Listen, it's a great partnership. Uh, we continue uh to be their provider uh of scale. Uh we're excited to do that. We sit under one of the most successful businesses built. uh, and we continue to feel quite good about that. It it's allowed us to remain a a leader in terms of what we're building and being on the cutting edge of app innovation.
The S&P 500 Index ($SPX) (SPY) on Wednesday closed down -0.01%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up +0.02%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.32%. March E-mini S&P futures (ESH26) fell -0.01%, and March E-mini Nasdaq futures (NQH26) rose +0.32%. Stock indexes settled mixed on Wednesday, with the S&P 500 falling from a new all-time high and the Nasdaq 100 posti...
The S&P 500 Index ($SPX) (SPY) on Wednesday closed down -0.01%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up +0.02%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.32%. March E-mini S&P futures (ESH26) fell -0.01%, and March E-mini Nasdaq futures (NQH26) rose +0.32%. Stock indexes settled mixed on Wednesday, with the S&P 500 falling from a new all-time high and the Nasdaq 100 posting a 3-month high. Strength in chipmakers and AI infrastructure stocks led the broader market higher on Wednesday after a sharp increase in orders at ASML Holding NV added fresh optimism to the sustainability of artificial intelligence spending. ASML Holding NV, the only producer of lithography machines that are needed to make advanced semiconductors, reported today that Q4 bookings were a record 13.2 billion euros, well above the consensus of 6.85 billion euros. Also, better-than-expected earnings results from Seagate Technology Holdings NV and Texas Instruments added to the bullish market sentiment. Join 200K+ Subscribers: Stocks fell from their best levels and turned mixed on Wednesday after the FOMC, as expected, kept interest rates unchanged and Fed Chair Powell refrained from signaling any imminent rate cuts amid a solid economy. The dollar index (DXY00) finished higher on Wednesday, recovering some of Tuesday’s plunge to a nearly 4-year low. The dollar sank on Tuesday after President Trump said that he's comfortable with the recent weakness in the dollar. Meanwhile, Mr. Trump’s comments pushed gold prices (GCG26) up more than +3% on Wednesday to a new all-time high. WTI crude oil (CLH26) climbed to a 4-month high today after President Trump said in a social media post that he wants Iran to come to the table and negotiate a “fair and equitable deal with No Nuclear Weapons.” He warned Iran that time is running out to make a deal with the US, noting that a fleet of US warships entering the region is ready to complete their mission “with speed and violence.” US MBA mortg...
Broadcom is an easy way to profit from the secular expansion of the AI market. As the artificial intelligence (AI) market expands, more companies are upgrading their data centers to handle the skyrocketing usage of AI applications. According to Fortune Business Insights, the global AI infrastructure market will expand at a CAGR of 29.1% from 2025 to 2032. What's the best chip play on the AI infras...
Broadcom is an easy way to profit from the secular expansion of the AI market. As the artificial intelligence (AI) market expands, more companies are upgrading their data centers to handle the skyrocketing usage of AI applications. According to Fortune Business Insights, the global AI infrastructure market will expand at a CAGR of 29.1% from 2025 to 2032. What's the best chip play on the AI infrastructure boom? One of the simplest ways to profit from that secular boom is through Broadcom (AVGO +0.14%), which produces custom application-specific integrated circuits (ASICs) for processing AI tasks. When installed at scale, these chips can process AI inference tasks at a more cost-efficient rate than Nvidia's (NVDA +1.67%) data center GPUs. Many hyperscalers -- including Alphabet's Google and Meta Platforms -- are installing Broadcom's custom AI accelerators to reduce their dependence on Nvidia's data center GPUs. Broadcom also bundles those chips with its own networking switches, optical equipment, and infrastructure software to help those tech giants efficiently expand their data centers. In fiscal 2025 (which ended last November), Broadcom's AI chip revenue rose 65% to $20 billion, accounting for 31% of its top line and offsetting the slower growth of its non-AI chips and infrastructure software business. From fiscal 2025 to fiscal 2028, analysts expect its revenue and earnings per share (EPS) to grow at CAGRs of 38% and 47%, respectively, as the AI market expands and its non-AI businesses stabilize in a warmer macro environment. Expand NASDAQ : AVGO Broadcom Today's Change ( 0.14 %) $ 0.45 Current Price $ 333.24 Key Data Points Market Cap $1.6T Day's Range $ 326.70 - $ 339.99 52wk Range $ 138.10 - $ 414.61 Volume 23M Avg Vol 30M Gross Margin 64.71 % Dividend Yield 0.73 % What are its upcoming catalysts? Broadcom expects to generate $60 billion to $90 billion in annualized AI chip revenues by the end of fiscal 2027, with most of that growth coming from just three hy...
Key Points Broadcom’s stock has surged 2,620% over the past decade. Its AI chip business is growing like a weed. It’s networking, optical, and infrastructure software segments complement that growth. 10 stocks we like better than Broadcom › As the artificial intelligence (AI) market expands, more companies are upgrading their data centers to handle the skyrocketing usage of AI applications. Accord...
Key Points Broadcom’s stock has surged 2,620% over the past decade. Its AI chip business is growing like a weed. It’s networking, optical, and infrastructure software segments complement that growth. 10 stocks we like better than Broadcom › As the artificial intelligence (AI) market expands, more companies are upgrading their data centers to handle the skyrocketing usage of AI applications. According to Fortune Business Insights, the global AI infrastructure market will expand at a CAGR of 29.1% from 2025 to 2032. What's the best chip play on the AI infrastructure boom? One of the simplest ways to profit from that secular boom is through Broadcom (NASDAQ: AVGO), which produces custom application-specific integrated circuits (ASICs) for processing AI tasks. When installed at scale, these chips can process AI inference tasks at a more cost-efficient rate than Nvidia's (NASDAQ: NVDA) data center GPUs. 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 » Many hyperscalers -- including Alphabet's Google and Meta Platforms -- are installing Broadcom's custom AI accelerators to reduce their dependence on Nvidia's data center GPUs. Broadcom also bundles those chips with its own networking switches, optical equipment, and infrastructure software to help those tech giants efficiently expand their data centers. In fiscal 2025 (which ended last November), Broadcom's AI chip revenue rose 65% to $20 billion, accounting for 31% of its top line and offsetting the slower growth of its non-AI chips and infrastructure software business. From fiscal 2025 to fiscal 2028, analysts expect its revenue and earnings per share (EPS) to grow at CAGRs of 38% and 47%, respectively, as the AI market expands and its non-AI businesses stabilize in a warmer macro environment. What are its upcoming catalysts? Broadcom expects to generate $60 billion to $90 billion in annualized AI chip revenues by the end of fiscal 2027...
Earnings Call Insights: UMB Financial Corporation (UMBF) Q4 2025 Management View CEO J. Kemper opened by highlighting "another strong quarter to close out 2025, with the successful acquisition of Heartland Financial, the opening of our first branch location in Utah and another year of record earnings." Kemper emphasized "significant improvements in our profitability metrics" and noted the company'...
Earnings Call Insights: UMB Financial Corporation (UMBF) Q4 2025 Management View CEO J. Kemper opened by highlighting "another strong quarter to close out 2025, with the successful acquisition of Heartland Financial, the opening of our first branch location in Utah and another year of record earnings." Kemper emphasized "significant improvements in our profitability metrics" and noted the company's "unwavering focus on strong asset quality metrics." Key performance metrics cited by Kemper included a return on average assets of $120 million compared to $104 million in the third quarter and a return on average common equity of 11.27%, up from 10.14%. The efficiency ratio improved to 55.5% from 58.1% in the previous quarter. Reported net income available for common shareholders for the quarter was $209.5 million or $2.74 per share, up 16.1% from Q3. Excluding acquisition and nonrecurring items, net operating income was $235.2 million or $3.08 per share. Kemper highlighted the acquisition of Heartland Financial as a major strategic milestone, stating, "We posted 13% linked quarter annualized growth in average loans and 5.6% in average deposits." He emphasized that C&I lending was the "strongest contributor this quarter with 27% annualized growth over the third quarter average balances," and projected ongoing momentum: "Looking ahead into the first quarter, overall loan activity and pipeline remains strong." On M&A, Kemper stated, "We don't need to do M&A. We have a strong, proven ability to generate assets, and we continue to take share and grow organically at a pace ahead of our peers." He reiterated organic growth as the top capital priority, but left the door open for "tuck-in acquisitions that make financial and strategic sense." CFO Ram Shankar reported, "Our fourth quarter results included $52.7 million in net interest income from purchase accounting adjustments, $12.3 million of which was related to accelerated accretion from early payoffs of acquired loans." He ...
With corporate layoffs at a 22-year high and AI displacing nearly 78,000 jobs in 2025, the Czech-based French entrepreneur offers a practical framework for fathers seeking financial stability PRAGUE, CZECHIA, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Arnaud CZ, founder of the $100k Dad system, specializing in corporate-to-entrepreneur transitions, has released a comprehensive complimentary course called t...
With corporate layoffs at a 22-year high and AI displacing nearly 78,000 jobs in 2025, the Czech-based French entrepreneur offers a practical framework for fathers seeking financial stability PRAGUE, CZECHIA, Jan. 28, 2026 (GLOBE NEWSWIRE) -- Arnaud CZ, founder of the $100k Dad system, specializing in corporate-to-entrepreneur transitions, has released a comprehensive complimentary course called the $100k Dad system designed to help working fathers develop sustainable side income streams. The eight-hour video, available on YouTube, addresses growing concerns among professionals facing unprecedented job instability in the current economic climate. Why Corporate Dads Are Seeking Side Income in 2026 The release comes at a critical moment for corporate employees worldwide. Recent data indicates that over 5,296 companies announced mass layoffs since January 2025, with October marking the worst month for workforce reductions in more than two decades. Major corporations including Verizon, UPS, and Microsoft have collectively eliminated tens of thousands of positions, leaving many families questioning the reliability of traditional employment. "The corporate landscape has fundamentally changed," said Arnaud, who has coached over 150 entrepreneur fathers through his programs, with 50% of them based in the U.S. "Fathers who once relied on a single paycheck to support their families are recognizing that diversifying income has shifted from optional to essential. The question is no longer whether to build additional revenue streams, but how to do it effectively while maintaining current employment." A Practical Framework for Building a Side Business While Employed The complimentary course addresses a significant gap in available resources for professionals exploring entrepreneurship. Rather than theoretical concepts, the program provides a structured framework that participants can implement alongside their existing careers. Arnaud developed the curriculum based on patterns obs...
The chipmaker remains a top play in the booming AI infrastructure market. Nvidia's (NVDA +1.67%) stock surged 26,960% over the past decade. Much of that growth was driven by the soaring popularity of artificial intelligence (AI) applications. Nvidia's discrete GPUs, which were once mainly used to render graphics in video games, were well-suited to handle complex AI applications because they could ...
The chipmaker remains a top play in the booming AI infrastructure market. Nvidia's (NVDA +1.67%) stock surged 26,960% over the past decade. Much of that growth was driven by the soaring popularity of artificial intelligence (AI) applications. Nvidia's discrete GPUs, which were once mainly used to render graphics in video games, were well-suited to handle complex AI applications because they could simultaneously process parallel tasks. That set them apart from CPUs, which were optimized for processing sequential tasks. Some investors might be reluctant to chase Nvidia's stock after those massive gains. However, a single catalyst could drive its stock even higher in 2026: skyrocketing demand for AI infrastructure upgrades to support the latest AI applications. Why would that trend drive Nvidia's stock higher? The global AI infrastructure market could expand at a CAGR of 29.1% from 2025 to 2032, according to Fortune Business Insights, as more data centers upgrade their AI chips. Nvidia already controls more than 90% of the discrete GPU market, according to Carbon Credits. It maintained its lead in the booming data center market through AI-oriented architecture upgrades, including Turing (2019), Ampere (2020), Hopper (2022), and Blackwell (2024). Expand NASDAQ : NVDA Nvidia Today's Change ( 1.67 %) $ 3.15 Current Price $ 191.67 Key Data Points Market Cap $4.6T Day's Range $ 189.84 - $ 192.35 52wk Range $ 86.62 - $ 212.19 Volume 4M Avg Vol 186M Gross Margin 70.05 % Dividend Yield 0.02 % Nvidia also locks in its customers with CUDA (Compute Unified Device Architecture), its proprietary programming platform optimized for its own chips. It also bundles its chips with its own networking products, software, and services to further widen its moat. Most of the world's top AI companies -- including Microsoft (MSFT +0.22%), OpenAI, and Meta Platforms (META 0.43%) -- have spent billions of dollars on Nvidia's data center chips. Nvidia faces some competition from AMD's (AMD +0.28%)...
Key Points Nvidia is selling the best picks and shovels for the booming AI market. It locks in those customers with its software, networking products, and other services. Its stock still looks reasonably valued relative to its growth potential. 10 stocks we like better than Nvidia › Nvidia's (NASDAQ: NVDA) stock surged 26,960% over the past decade. Much of that growth was driven by the soaring pop...
Key Points Nvidia is selling the best picks and shovels for the booming AI market. It locks in those customers with its software, networking products, and other services. Its stock still looks reasonably valued relative to its growth potential. 10 stocks we like better than Nvidia › Nvidia's (NASDAQ: NVDA) stock surged 26,960% over the past decade. Much of that growth was driven by the soaring popularity of artificial intelligence (AI) applications. Nvidia's discrete GPUs, which were once mainly used to render graphics in video games, were well-suited to handle complex AI applications because they could simultaneously process parallel tasks. That set them apart from CPUs, which were optimized for processing sequential tasks. Some investors might be reluctant to chase Nvidia's stock after those massive gains. However, a single catalyst could drive its stock even higher in 2026: skyrocketing demand for AI infrastructure upgrades to support the latest AI applications. 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 » Why would that trend drive Nvidia's stock higher? The global AI infrastructure market could expand at a CAGR of 29.1% from 2025 to 2032, according to Fortune Business Insights, as more data centers upgrade their AI chips. Nvidia already controls more than 90% of the discrete GPU market, according to Carbon Credits. It maintained its lead in the booming data center market through AI-oriented architecture upgrades, including Turing (2019), Ampere (2020), Hopper (2022), and Blackwell (2024). Nvidia also locks in its customers with CUDA (Compute Unified Device Architecture), its proprietary programming platform optimized for its own chips. It also bundles its chips with its own networking products, software, and services to further widen its moat. Most of the world's top AI companies -- including Microsoft (NASDAQ: MSFT), OpenAI, and Meta Platforms (NASDAQ: META) -- have spent...
The UK government has said it plans to change regulations in the second half of 2026 to enable driverless taxis to operate in the city but has not given a specific date.
The UK government has said it plans to change regulations in the second half of 2026 to enable driverless taxis to operate in the city but has not given a specific date.
New York, Jan 28, 2026, 17:47 EST — Trading has moved into after-hours. Apple shares slipped roughly 0.7% in late trading, closing at $256.44. Apple is set to release its quarterly earnings on Thursday, drawing attention to iPhone sales and its AI strategy. (Reuters) Traders are keeping an eye on potential margin hits from rising memory costs and challenges facing the App Store in Europe. (Reuters...
New York, Jan 28, 2026, 17:47 EST — Trading has moved into after-hours. Apple shares slipped roughly 0.7% in late trading, closing at $256.44. Apple is set to release its quarterly earnings on Thursday, drawing attention to iPhone sales and its AI strategy. (Reuters) Traders are keeping an eye on potential margin hits from rising memory costs and challenges facing the App Store in Europe. (Reuters) Shares of Apple Inc (AAPL.O) slipped roughly 0.7% in after-hours on Wednesday, closing near $256.44. During the regular session, the stock fluctuated between $254.53 and $258.95. The timing feels tricky. Apple is set to release earnings on Thursday, and it remains a stock that can move the Nasdaq by itself. Even a solid beat might fall short now; investors are eager to see a clear plan on how Apple will profit from AI. (Reuters) U.S. stocks closed with minimal movement following the Federal Reserve’s decision to keep rates unchanged, leaving uncertainty over future borrowing cost moves. The Nasdaq nudged up, while the S&P 500 ended almost unchanged. After-hours, big tech earnings triggered a mixed bag of reactions. (Reuters) Apple’s performance hinges on iPhone sales. Analysts surveyed by LSEG predict a 13.8% rise in iPhone revenue for the fiscal first quarter, pushing total revenue up 11.4% to an all-time high of $138.43 billion. Services revenue is expected to jump 14.1%. Data from Visible Alpha points to a roughly 15% increase in sales from Greater China, while Counterpoint reports Apple grabbed a 20% share of the global smartphone market in 2025. (Reuters) Apple’s AI strategy builds directly on its hardware foundation. Reuters described the choice to integrate Alphabet-owned Google’s Gemini into a redesigned Siri as “the biggest shift to date” in Apple’s AI play. Goldman Sachs analysts weighed in, saying the Google partnership “should demonstrate to the market the iPhone will remain the consumer device of choice for accessing new AI tools.” (Reuters) Some investors se...
Tesla’s robo-taxi service can cover 25% to 50% of the U.S. population by the end of the year, pending regulatory approval, according to Musk. Tesla, however, does plan to launch a robo-taxi service in the first half of 2026 in seven new cities: Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. The populations of those metro areas, plus Austin and San Francisco, where Tesla currently ...
Tesla’s robo-taxi service can cover 25% to 50% of the U.S. population by the end of the year, pending regulatory approval, according to Musk. Tesla, however, does plan to launch a robo-taxi service in the first half of 2026 in seven new cities: Dallas, Houston, Phoenix, Miami, Orlando, Tampa, and Las Vegas. The populations of those metro areas, plus Austin and San Francisco, where Tesla currently operates robo-taxis, total about 40 million, or about 11% of the U.S. population.
A television station broadcasts the Federal Reserve's decision to hold rates after a Federal Open Market Committee (FOMC) meeting on the floor of the New York Stock Exchange (NYSE) in New York, US, on Wednesday, Jan. 28, 2026. Michael Nagle | Bloomberg | Getty Images S&P 500 futures were near the flatline on Wednesday night after the release of key earnings reports from big tech companies and the ...
A television station broadcasts the Federal Reserve's decision to hold rates after a Federal Open Market Committee (FOMC) meeting on the floor of the New York Stock Exchange (NYSE) in New York, US, on Wednesday, Jan. 28, 2026. Michael Nagle | Bloomberg | Getty Images S&P 500 futures were near the flatline on Wednesday night after the release of key earnings reports from big tech companies and the latest Federal Reserve rate decision. Futures linked to the broad market index were little changed. Nasdaq 100 futures were up 0.2%, while Dow Jones Industrial Average futures slipped 92 points, or 0.2%. In extended trading, Meta Platforms added 8% after the Facebook parent gave a stronger-than-expected first-quarter sales forecast . Tesla shares advanced 2% after the company's fourth-quarter results beat expectations. Microsoft shares fell nearly 7% as cloud growth slowed in the fiscal second quarter and quarterly capital expenditures and finance leases came in higher than analysts expected. In Wednesday's regular session, the S&P 500 briefly topped the 7,000 threshold, but ultimately ended the day little changed after the Fed kept its benchmark interest rate at a range of 3.5% to 3.75%. The 30-stock Dow added just 12 points. The tech-heavy Nasdaq Composite climbed about 0.2%, aided by advances in Nvidia and Micron Technology. In its post-meeting statement, the policy-setting Federal Open Market Committee said that indicators are suggesting that " economic activity has been expanding at a solid pace" and that the unemployment rate "has shown some signs of stabilization." Still, fed funds futures trading are still pricing in two quarter percentage point cuts by the end of 2026, according to the CME FedWatch Tool . "The Fed statement was largely as expected, and markets tend to move on surprises," said Sameer Samana, Wells Fargo Investment Institute head of global equities and real assets. "We are looking to earnings and economic data to drive the next leg higher, but also w...
Key Points Berkeley initiated a new stake in Morningstar, adding 17,382 shares; the estimated trade size was $3.78 million based on quarterly average pricing. The firm's quarter-end position value rose by $3.78 million, reflecting both share purchases and price movement over the period. This transaction resulted in Morningstar representing 1.2% of Berkeley's reportable assets under management at q...
Key Points Berkeley initiated a new stake in Morningstar, adding 17,382 shares; the estimated trade size was $3.78 million based on quarterly average pricing. The firm's quarter-end position value rose by $3.78 million, reflecting both share purchases and price movement over the period. This transaction resulted in Morningstar representing 1.2% of Berkeley's reportable assets under management at quarter-end. Post-trade, Berkeley held 17,382 shares of Morningstar valued at $3.78 million as of Dec. 31, 2025. The new position places Morningstar outside the firm's top five portfolio holdings by value. These 10 stocks could mint the next wave of millionaires › What happened According to a Securities and Exchange Commission (SEC) filing dated Jan. 26, 2026, Berkeley reported acquiring 17,382 shares of Morningstar (NASDAQ:MORN) during the fourth quarter. The estimated transaction value was $3.78 million, calculated using the average share price for the quarter. At quarter-end, the value of the new position was $3.78 million, reflecting both the purchase and subsequent price changes. What else to know This was a new position for Berkeley, accounting for 1.2% of its $314.47 million in reportable assets under management as of Dec. 31, 2025. Top holdings after the filing: Invesco S&P International Developed ETF : $21.77 million (6.9% of AUM) Distillate U.S. Fundamental Stability and Value ETF : $20.92 million (6.7% of AUM) Visa : $18.06 million (5.7% of AUM) Eaton Vance Mortgage Opportunities ETF : $15.94 million (5.1% of AUM) NVR Inc. : $13.99 million (4.5% of AUM) As of Jan. 28, 2026, shares of Morningstar were priced at $204.66, down 38.65% over the past year, with underperformance of 55 percentage points versus the S&P 500. Company overview Metric Value Revenue (TTM) $2.40 billion Net income (TTM) $376.00 million Dividend yield 0.91% Price (as of market close Jan. 28, 2026) $204.66 Company snapshot Morningstar: Offersinvestment research financial data platforms, portfolio ...
Software is eating the world and there is virtually no industry left that has been untouched by it. That drives increasing demand for tools helping software developers do their jobs, whether it be monitoring critical cloud infrastructure, integrating audio and video functionality, or ensuring smooth content streaming. Click here to access a free report on our 3 favorite stocks to play this generat...
Software is eating the world and there is virtually no industry left that has been untouched by it. That drives increasing demand for tools helping software developers do their jobs, whether it be monitoring critical cloud infrastructure, integrating audio and video functionality, or ensuring smooth content streaming. Click here to access a free report on our 3 favorite stocks to play this generational megatrend . This quarter, Tesla missed Wall Street’s estimates and reported a rather uninspiring 3.1% year-on-year revenue decline, generating $24.9 billion of revenue. Looking ahead, sell-side This projection is admirable for a company of its scale and illustrates the market is baking in success for its newer products. We at StockStory emphasize long-term growth, but for disruptive companies like Tesla, a half-decade historical view may miss emerging trends in autonomous vehicles and energy. Tesla’s recent performance marks a sharp pivot from its five-year trend as its revenue has shown annualized declines of 1% over the last two years. Over the same period, Tesla’s automotive peers Rivian, General Motors, and Ford put up annualized growth rates of 76.9%, 8.6%, and 9.2%, respectively. Just note that while Rivian has the most similar vehicles to Tesla, comparisons aren’t exactly apples-to-apples because it’s growing from a much smaller revenue base. Tesla shows that fast growth and massive scale can coexist despite conventional wisdom. The company’s revenue base of $31.54 billion five years ago has tripled to $94.83 billion in the last year, translating into an incredible 24.6% annualized growth rate. Is now the time to buy Tesla? Find out in our full research report . Electric vehicle pioneer Tesla (NASDAQ:TSLA) missed Wall Street’s revenue expectations in Q4 CY2025, with sales falling 3.1% year on year to $24.9 billion. Its non-GAAP profit of $0.50 per share was 10.8% above analysts’ consensus estimates. Story continues Automotive: Act One Revenue: The Race For Domi...
Key Points Peloton is in a new phase of its life cycle, one characterized by stabilization instead of growth. The company’s products and services are failing to attract new customers. Despite management’s best efforts and the stock’s cheap valuation, this looks like a value trap. 10 stocks we like better than Peloton Interactive › It's been a truly remarkable fall for the once esteemed Peloton Int...
Key Points Peloton is in a new phase of its life cycle, one characterized by stabilization instead of growth. The company’s products and services are failing to attract new customers. Despite management’s best efforts and the stock’s cheap valuation, this looks like a value trap. 10 stocks we like better than Peloton Interactive › It's been a truly remarkable fall for the once esteemed Peloton Interactive (NASDAQ: PTON). The company's market cap was approaching the $50 billion mark about five years ago, in January 2021. Today, shares trade 97% below their peak, and the market cap is now $2.4 billion. While Peloton is making some progress, most notably around getting in better financial shape, it's still not worthy of investment consideration. Here's why I wouldn't touch this fitness stock with a 10-foot pole in 2026. 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 » Peloton has transitioned from growth to stabilization The days of Peloton's monster growth seem like ancient history. But that hasn't discouraged the management team from right-sizing the company's operations, with $100 million in annualized cost cuts planned for fiscal 2026. This has helped the business report positive net income in two straight quarters, with an improved outlook. "We are raising our full-year fiscal 2026 minimum free cash flow target by $50 million to at least $250 million, reflecting the benefit of lower tariffs, both from lower rates and later-than-expected implementation timing, and our progress on realizing indirect cost savings sooner," CFO Liz Coddington said on the Q1 2026 earnings call. It also helps that Peloton's business now rakes in about three-fourths of its revenue from subscriptions. While the leadership team might support this shift away from hardware, investors should be more critical. That's because company revenue continues to fall, while the number of connected-fitness hardware and ...