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 ...
jetcityimage/iStock Editorial via Getty Images A lot has happened since my last article about Tesla, Inc. ( TSLA ), titled “ Tesla’s stock should be 10 times cheaper ” and published on 12 August 2025. The stock traded for about $340 per share, while now it is selling for $442 per share. But what exactly has happened during this time period? In fact, Tesla has reported a poor September 2025 earning...
jetcityimage/iStock Editorial via Getty Images A lot has happened since my last article about Tesla, Inc. ( TSLA ), titled “ Tesla’s stock should be 10 times cheaper ” and published on 12 August 2025. The stock traded for about $340 per share, while now it is selling for $442 per share. But what exactly has happened during this time period? In fact, Tesla has reported a poor September 2025 earnings quarter with low net income. Moreover, in the beginning of January 2026, it reported its second consecutive year of falling deliveries . This is crucial for Tesla because a lion’s share of its sales and earnings are still due to electric vehicle deliveries. Finally, as I am writing this, the EV maker has just reported a disappointing set of Q4 2025 results . That is why TSLA stock should be bought neither by a value investor nor by a growth investor. At the same time, it is a horrible stock to sell short. Let me explain why. Recap of my previous article In my previous article about Tesla, I wrote that Tesla's stock was highly overvalued. I also wrote that the excessive valuations were partly due to the hopes that Tesla would successfully launch a full self-driving model. I was quite skeptical of such a possibility. In this publication I also mentioned that neither Tesla's sales nor its EPS was growing. Despite the full self-driving ambitions expected to come true as early as autumn 2025, Tesla’s full self-driving, or FSD, still requires plenty of improvements. Nothing good is developing on the earnings and sales front either. I will explain this later in this article. Deliveries Electric vehicles are still accountable for a lion’s share of the company’s sales . As of 3Q 2025, sales revenues coming from selling EVs totaled approximately $21.2 billion. The company’s total sales revenues over the same reporting period totaled about $28.1 billion. That is why maintaining high EV deliveries is so important for Tesla. As can be seen from the table and graph below, the company’s...
jetcityimage/iStock Editorial via Getty Images A lot has happened since my last article about Tesla, Inc. ( TSLA ), titled “ Tesla’s stock should be 10 times cheaper ” and published on 12 August 2025. The stock traded for about $340 per share, while now it is selling for $442 per share. But what exactly has happened during this time period? In fact, Tesla has reported a poor September 2025 earning...
jetcityimage/iStock Editorial via Getty Images A lot has happened since my last article about Tesla, Inc. ( TSLA ), titled “ Tesla’s stock should be 10 times cheaper ” and published on 12 August 2025. The stock traded for about $340 per share, while now it is selling for $442 per share. But what exactly has happened during this time period? In fact, Tesla has reported a poor September 2025 earnings quarter with low net income. Moreover, in the beginning of January 2026, it reported its second consecutive year of falling deliveries . This is crucial for Tesla because a lion’s share of its sales and earnings are still due to electric vehicle deliveries. Finally, as I am writing this, the EV maker has just reported a disappointing set of Q4 2025 results . That is why TSLA stock should be bought neither by a value investor nor by a growth investor. At the same time, it is a horrible stock to sell short. Let me explain why. Recap of my previous article In my previous article about Tesla, I wrote that Tesla's stock was highly overvalued. I also wrote that the excessive valuations were partly due to the hopes that Tesla would successfully launch a full self-driving model. I was quite skeptical of such a possibility. In this publication I also mentioned that neither Tesla's sales nor its EPS was growing. Despite the full self-driving ambitions expected to come true as early as autumn 2025, Tesla’s full self-driving, or FSD, still requires plenty of improvements. Nothing good is developing on the earnings and sales front either. I will explain this later in this article. Deliveries Electric vehicles are still accountable for a lion’s share of the company’s sales . As of 3Q 2025, sales revenues coming from selling EVs totaled approximately $21.2 billion. The company’s total sales revenues over the same reporting period totaled about $28.1 billion. That is why maintaining high EV deliveries is so important for Tesla. As can be seen from the table and graph below, the company’s...
MicroStockHub/iStock via Getty Images This week I went shopping, not for apples but for high-yield REIT stocks trading under $10, and Angel Oak Mortgage REIT ( AOMR ) hit my radar once again. This REIT is unique in that it focuses on acquiring and investing in first lien non-qualified (non QM) mortgage loans and other mortgage-related assets in the United States, rather than investing in the prope...
MicroStockHub/iStock via Getty Images This week I went shopping, not for apples but for high-yield REIT stocks trading under $10, and Angel Oak Mortgage REIT ( AOMR ) hit my radar once again. This REIT is unique in that it focuses on acquiring and investing in first lien non-qualified (non QM) mortgage loans and other mortgage-related assets in the United States, rather than investing in the properties themselves like equity REITs do. I first covered it in April 2025 when I recommended it as a buy, and since then it is up around +11%. I pulled back to a hold in my July article , and the stock seemed to pull back too. Factors driving my optimism in both cases were factors like loan growth and the strategic investment by Brookfield Asset Management ( BAM ). Today's followup will make use of some data from the last earnings release in early November, but will also provide some actionable insights on what to look for in the next earnings call due in early March. In today's thesis, I'll show how and why my prior neutral view has not materially changed much in spite of the time since my last article and new data points to consider, particularly when thinking about this mortgage REIT from a risk management perspective in the larger context of mortgage REITs, a unique niche impacted by a few different factors than pure equity REITs. Thesis Summary For my followup thesis, I will present today why I think my prior hold rating should be reaffirmed. I would argue that despite the over 14% dividend yield, and growth in the loan book and improving macro forecasts in the mREIT sector, what hurts the bullish case includes several factors that include a weak upside forecast, shaky dividend sustainability and growth case, technicals not supporting bullishness, weaker performance vs the S&P500 compared with similar peers, and the greater risk of a portfolio exposed heavily to non-QM loans. The worksheet below shows what factors drove my score this time. AOMR - rating worksheet (author...
Microsoft reported Wednesday that its spending surged to a record high as cloud sales growth slowed, a one-two punch that sent the company’s shares down 5% amid broader investor concerns that— and stop us if this sounds familiar —it might take too long for tech giants to see massive AI investments pay off. Microsoft has been rushing to bake artificial intelligence tools, including those powered by...
Microsoft reported Wednesday that its spending surged to a record high as cloud sales growth slowed, a one-two punch that sent the company’s shares down 5% amid broader investor concerns that— and stop us if this sounds familiar —it might take too long for tech giants to see massive AI investments pay off. Microsoft has been rushing to bake artificial intelligence tools, including those powered by OpenAI, into its products, betting that chatbots and automation technology will boost sales of the company’s productivity software and cloud services. Capital expenditures for the fiscal second quarter hit $37.5 billion, up 66% from a year earlier and exceeding analyst estimates for $36.2 billion. Still, others among the bubble set didn’t get slapped around as badly . Meta got a more positive investor reception after conceding that it has been spending more than anticipated to build out its AI business. What You Need to Know Today Wall Street’s wisest have something other than AI to worry about. Kalshi, the booming platform that churns out predictions on everything from the Super Bowl to US elections, is showing early promise as an accurate forecaster of Federal Reserve policy and economic data. When it comes to predicting interest-rate decisions, Kalshi is “roughly consistent” with the pros, such as those surveyed by the Federal Reserve Bank of New York. In a notable case, the prediction market even outperformed humans when the central bank delivered a surprise, jumbo-sized cut. Opinion: The Bubble Is Getting Closer to Popping CEOs at a few tech giants are now celebrities, with markets hanging on every word. But what may burst the AI bubble, Shannon O’Neil writes, isn’t circular financing; it’s Trump’s trade and immigration policies. Read the Story Fed Holds Rates Steady With a Nod to Stabilization in Unemployment Rate Fed Chair Jerome Powell, who faces an unprecedented criminal probe by the Trump administration, says there is “clear improvement” in what’s expected for th...
Investing.com -- NVIDIA Corporation (NASDAQ:NVDA) provided extensive technical assistance to Chinese AI startup DeepSeek, which helped the firm develop models later utilized by the Chinese military. According to reporting from Reuters, citing a letter from Representative John Moolenaar, the U.S. chipmaker’s collaboration enabled significant efficiency gains for the Beijing-based company. The House...
Investing.com -- NVIDIA Corporation (NASDAQ:NVDA) provided extensive technical assistance to Chinese AI startup DeepSeek, which helped the firm develop models later utilized by the Chinese military. According to reporting from Reuters, citing a letter from Representative John Moolenaar, the U.S. chipmaker’s collaboration enabled significant efficiency gains for the Beijing-based company. The House Select Committee on China revealed that Nvidia’s personnel assisted DeepSeek through an "optimized co-design of algorithms, frameworks, and hardware." Moolenaar noted that this partnership allowed DeepSeek-V3 to require "only 2.788M H800 GPU hours for its full training," a figure notably lower than what U.S. developers typically require. DeepSeek rattled global markets last year by producing high-performing models with significantly less computing power than its American counterparts. This efficiency has fueled concerns in Washington that China may be bypassing U.S. export restrictions to achieve AI parity. The documents obtained by the committee cover Nvidia’s activities during 2024, a period when DeepSeek was viewed as a standard commercial entity. "Nvidia treated DeepSeek accordingly - as a legitimate commercial partner deserving of standard technical support," Moolenaar wrote in the letter. Nvidia defended its actions by stating that the Chinese military does not rely on American hardware for its primary operations. "Just like it would be nonsensical for the American military to use Chinese technology, it makes no sense for the Chinese military to depend on American technology," the company said in a statement to Reuters. The controversy arrives as the Trump administration recently approved sales of the more powerful H200 chips to China under specific restrictions. This decision has faced intense criticism from lawmakers who fear the technology will bolster Beijing’s military capabilities and erode the U.S. lead in artificial intelligence. Nvidia's stock has remained u...
dima_zel/iStock via Getty Images Intuitive Machines ( LUNR ) has reached my price target set in May 2025 , securing a 72% gain. The company was recently selected as a volunteering party to track the Artemis II, which is set for a journey around the Moon with the first launch expected no earlier than Feb. 6. In this report, I revisit the valuation and discuss the benefits of the strategic acquisiti...
dima_zel/iStock via Getty Images Intuitive Machines ( LUNR ) has reached my price target set in May 2025 , securing a 72% gain. The company was recently selected as a volunteering party to track the Artemis II, which is set for a journey around the Moon with the first launch expected no earlier than Feb. 6. In this report, I revisit the valuation and discuss the benefits of the strategic acquisition of Lanteris Space Systems. Intuitive Machines Has Major Opportunities Ahead Intuitive Machines’ main opportunity is the commercialization of travel to the Moon, requiring landers, rovers, and communication relay equipment and services. The first two missions attempting to land on the Moon were not an undivided success, with the landers tipping over. The third mission is set for this year. However, we note that the company is actually losing money on its current award launch contracts. The company had a $235.9 million backlog, including a $9.8 million contract for Orbital Transfer Vehicle, a follow-up contract for In-Space Nuclear Power valued at $8.2 million, and a commercial ride-sharing contract for the fourth Moon mission valued at $7.5 million, providing incremental commercialization of the Commercial Lunar Payload Services missions. The company can also count on incremental task orders for the various contract categories of the Near Space Network Services contracts . A contested award for the Lunar Terrain Vehicle Services, worth up to $4.6 billion, has been delayed due to the government shutdown. The acquisition of Lanteris Space Systems, which was finalized earlier this month, also provides growth opportunities in the Space Development Agency’s Tranche 3 Tracking Layer. Lanteris already provides L3Harris with Lanteris 300-series buses for the Tranche 1 and Tranche 2 layers. Other opportunities include telemetry and communication for Golden Dome and other tracking services, Mars data relay, satellite robotics, and revitalizing parts of the OMES III contract, which ...
Multiple Polls Show Majority Of Americans Want All Illegals Deported For months the political left and a small cadre of centrists (and some libertarians) have been denying reality on immigration and border controls. They claim (as if they are mind readers) that when Donald Trump ran his 2024 election campaign on mass deportations of illegals, voters actually thought he would only deport "violent c...
Multiple Polls Show Majority Of Americans Want All Illegals Deported For months the political left and a small cadre of centrists (and some libertarians) have been denying reality on immigration and border controls. They claim (as if they are mind readers) that when Donald Trump ran his 2024 election campaign on mass deportations of illegals, voters actually thought he would only deport "violent criminal" illegal aliens, or migrants who committed crimes after crossing the border without permission. This was never Trump's policy or promise. It is a carefully crafted propaganda narrative designed to shift the Overton Window and change the nature of the debate. The original point being that all illegal migrants are, in fact, criminals by default and should be deported. The "criminal" policy manipulation is an attempt to override the prevailing reason for majority support of strict immigration controls: It's not only about crime - Americans oppose cultural replacement. The fight is against multiculturalism and the erasure of western civilization. But leftists and their allies want to divert the discussion into a debate over whether or not each particular migrant "deserves" to be deported. It does not matter. Maybe they a friendly illegal migrant. Maybe not. Either way, they get the boot. This is the prevailing position of most Americans, as CNN recently discovered in a segment which outlined a series of different polls from different media outlets. All of the polls say the same thing, around 55% to 65% of the US public wants mass deportations of illegal immigrants without question and without qualification. If they are not an official citizen, then they must go. Normie America has weighed in on mass deportations. Between 55% to 64% want ALL illegals deported. No exceptions. Don't let the anti-ICE thugs fool you. They are for chaos, criminals, and corruption. They are against democracy, the rule of law, and YOU. pic.twitter.com/98ulHhFpCK — Kyle Becker (@kylenabecker) Ja...
NEW YORK, January 28, 2026, 17:50 (EST) — In after-hours trading Shares of Amazon.com Inc slipped 0.7% to $243.01 in after-hours trading Wednesday following an announcement of further cuts to about 16,000 corporate jobs. Human resources chief Beth Galetti described the move as part of efforts to “reduce layers, increase ownership, and remove bureaucracy,” stressing that broad layoffs every few mon...
NEW YORK, January 28, 2026, 17:50 (EST) — In after-hours trading Shares of Amazon.com Inc slipped 0.7% to $243.01 in after-hours trading Wednesday following an announcement of further cuts to about 16,000 corporate jobs. Human resources chief Beth Galetti described the move as part of efforts to “reduce layers, increase ownership, and remove bureaucracy,” stressing that broad layoffs every few months are “not our plan.” After-hours trading takes place after the regular 4 p.m. ET close. (Amazon News) Amazon’s latest round of cuts wraps up a plan to shed roughly 30,000 jobs since October, Reuters reported. This move reflects CEO Andy Jassy’s push to trim management layers and speed up decision-making. On Tuesday, the company also announced it will close all remaining Fresh grocery stores and Go markets, while scrapping its Amazon One palm-scanning payment system. With quarterly earnings due next week, investors will be watching closely to see if cost controls and operational focus can offset rising AI-related expenses. (Reuters) Amazon announced plans to close its Amazon Go and Amazon Fresh brick-and-mortar stores, turning some of those spots into Whole Foods Market locations. The company will also ramp up same-day delivery across more U.S. cities this year. This shift leans heavily on Whole Foods as Amazon aims to challenge Walmart, Kroger, and grocery delivery platforms like Instacart, Reuters reported. (Reuters) According to the Associated Press, most U.S.-based employees impacted by the latest layoffs will have 90 days to find a new role within Amazon, with severance packages and other transition assistance for those who don’t secure a position, as outlined in Galetti’s memo. The AP also noted Amazon is exploring generative AI—software capable of producing text and code—to reshape office tasks. (AP News) The rollout hit some bumps. Reuters reported that Amazon accidentally tipped off Amazon Web Services (AWS), its cloud division, about upcoming layoffs through a m...
Image source: The Motley Fool. Wednesday, January 28, 2026 at 5:00 p.m. ET Call participants President & Chief Executive Officer — Tim Archer Executive Vice President & Chief Financial Officer — Doug Bettinger Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $20.6 billion for the year, up 27% year over year, with December quarter revenue at $5.34 billion, marki...
Image source: The Motley Fool. Wednesday, January 28, 2026 at 5:00 p.m. ET Call participants President & Chief Executive Officer — Tim Archer Executive Vice President & Chief Financial Officer — Doug Bettinger Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Revenue -- $20.6 billion for the year, up 27% year over year, with December quarter revenue at $5.34 billion, marking ten consecutive quarters of growth. -- $20.6 billion for the year, up 27% year over year, with December quarter revenue at $5.34 billion, marking ten consecutive quarters of growth. Gross margin -- 49.9% for the year and 49.7% in December, both exceeding the high end of guided ranges. -- 49.9% for the year and 49.7% in December, both exceeding the high end of guided ranges. Operating margin -- 34.1% for the year, 34.3% in December, both exceeding the guidance high end. -- 34.1% for the year, 34.3% in December, both exceeding the guidance high end. Diluted earnings per share -- $4.89 for the year, up 49% year over year; $1.27 in December, above guidance. -- $4.89 for the year, up 49% year over year; $1.27 in December, above guidance. CSBG revenue -- $7.2 billion for the year, with December at approximately $2 billion, up 12% sequentially and 14% year over year. -- $7.2 billion for the year, with December at approximately $2 billion, up 12% sequentially and 14% year over year. WFE (Wafer Fab Equipment) market -- $110 billion in 2025 with guidance for $135 billion in 2026, described as being second‑half weighted. -- $110 billion in 2025 with guidance for $135 billion in 2026, described as being second‑half weighted. Served available market (SAM) share -- Mid-thirties percent range in 2025 WFE, progressing toward a high‑thirties target. -- Mid-thirties percent range in 2025 WFE, progressing toward a high‑thirties target. WFE ship share -- Grew by well over one percentage point year over year. -- Grew by well over one percentage point year over year. Installed base -- CSBG in...
This report is from this week's CNBC's The China Connection newsletter, which brings you insights and analysis on what's driving the world's second-largest economy. You can subscribe here. The big story Chinese humanoid robots are on the verge of coming to the U.S. — before Elon Musk is ready to sell his Optimus machines. During my visits to China's "Silicon Valley," Shenzhen, over the last two ye...
This report is from this week's CNBC's The China Connection newsletter, which brings you insights and analysis on what's driving the world's second-largest economy. You can subscribe here. The big story Chinese humanoid robots are on the verge of coming to the U.S. — before Elon Musk is ready to sell his Optimus machines. During my visits to China's "Silicon Valley," Shenzhen, over the last two years, I saw humanoid startup LimX Dynamics move from a bare-bones facility to a modern office tower with sweeping views — and bolder ambitions. Now, the company is exploring business collaborations in the U.S., founder Will Zhang told me in an exclusive interview last week. Just days earlier, the startup showed off its humanoid robot at the Consumer Electronics Show in Las Vegas. It's all part of LimX's push to go global through local partners, including investors. First on the roadmap is the Middle East. The startup has already secured its first foreign backer from the region, where LimX plans to start shipping humanoids this year, Zhang said. He was unable to publicly share details on LimX's new investors or the monetary amount, as the funding round is still in progress. The new round will multiply the startup's valuation from its earlier Series A round, the startup said. LimX has raised $69.31 million as of July 2025, according to PitchBook, with backers including Alibaba, JD.com and Lenovo. Zhang declined to comment on IPO plans. "More than money, I'm focused on local partnerships," Zhang said, noting plans to speak with more international investors in the next few months. Beyond the Middle East, he also sees potential in what he calls Europe's large but fragmented market. Shenzhen-based Limx Dynamics released its full-sized humanoid robot Oli in the summer of 2025. Limx Dynamics Competition with Elon Musk LimX is not alone. Several other Chinese humanoid robot companies such as Unitree showed off their humanoids at CES. They join an increasing number of China-based cons...
is a senior editor and author of Notepad , who has been covering all things Microsoft, PC, and tech for over 20 years. Posts from this author will be added to your daily email digest and your homepage feed. Windows 11 now has 1 billion users. Microsoft hit the milestone during the recent holiday quarter, meaning Windows 11 has managed to reach 1 billion users faster than Windows 10 did nearly six ...
is a senior editor and author of Notepad , who has been covering all things Microsoft, PC, and tech for over 20 years. Posts from this author will be added to your daily email digest and your homepage feed. Windows 11 now has 1 billion users. Microsoft hit the milestone during the recent holiday quarter, meaning Windows 11 has managed to reach 1 billion users faster than Windows 10 did nearly six years ago. “Windows reached a big milestone, 1 billion Windows 11 users,” said Microsoft CEO Satya Nadella on the company’s fiscal Q2, 2026 earnings call. “Up over 45 percent year-over-year.” The growth of Windows 11 over the past quarter will be related to Microsoft’s end of support for Windows 10, which also helped increase Microsoft’s Windows OEM revenues. Microsoft must have had a strong number of Windows 11 users throughout December, as Windows chief Pavan Davuluri revealed at Microsoft Ignite on November 19th that “nearly a billion people” were running Windows 11. What’s interesting is that Windows 11 has managed to reach 1 billion users in 1,576 days, less than the 1,706 days it took Windows 10 to reach the same milestone. Microsoft had planned to get Windows 10 running on a billion devices within three years of its release, but the timeline got extended after the cancelation of Windows Phone.
This year, Mark Zuckerberg is planning to write the kind of corporate check that can change a company’s personality. Wednesday, Meta $META delivered a monster quarter — $59.9 billion in revenue and $8.88 in EPS — and then budgeted 2026 like it plans to buy the future in bulk: $115 billion to $135 billion in capex, plus expenses heading toward $169 billion, as Meta keeps working to turn “superintel...
This year, Mark Zuckerberg is planning to write the kind of corporate check that can change a company’s personality. Wednesday, Meta $META delivered a monster quarter — $59.9 billion in revenue and $8.88 in EPS — and then budgeted 2026 like it plans to buy the future in bulk: $115 billion to $135 billion in capex, plus expenses heading toward $169 billion, as Meta keeps working to turn “superintelligence” into a procurement problem. Shares jumped about 10% in after-hours trading as investors digested the heady combination of stronger-than-expected results and an exceedingly bullish near-term revenue outlook — even with that spending plan that reads like an infrastructure bond prospectus. Wall Street will happily applaud a beat, but it will pay for a story — and Meta handed it one: strong advertising now, enormous AI buildout next, and enough confidence to promise that operating income in 2026 will land above 2025 even after the spending step-up. Still, Meta ’s guidance is the kind of guidance that can trigger investor flinching — and it did, last time. In late October, Meta warned that capex growth in 2026 would be “notably larger” than 2025 but didn’t actually put numbers on it. The stock fell about 8% in after-hours trading. This time, Meta put the numbers on the bill, framed them as deliberate, and paired them with a Q1 revenue outlook of $53.5 billion to $56.5 billion that topped many expectations. Zuckerberg’s contribution to the storyline was a vision statement, a recruiting pitch, and an explanation for why Meta is suddenly talking like a utility company that also happens to sell ads. “We had strong business performance in 2025,” he said in the release, adding that he’s “looking forward to advancing personal superintelligence… in 2026.” He may want to talk about “personal superintelligence,” but the Street still cares about the less exciting ads. Meta is still a very large advertising business that keeps finding new ways to wring more money out of the same hu...