Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Micron Technology (NasdaqGS:MU) plans to invest $24b in a new advanced wafer fabrication facility in Singapore. The project expands global NAND memory capacity to support AI and data driven applications. The facility is expected to include advanced robotics and sustainability features...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Micron Technology (NasdaqGS:MU) plans to invest $24b in a new advanced wafer fabrication facility in Singapore. The project expands global NAND memory capacity to support AI and data driven applications. The facility is expected to include advanced robotics and sustainability features and create thousands of jobs in Singapore. Micron Technology, known for its memory and storage products, is tying this $24b Singapore build out directly to demand linked to AI and data heavy workloads. NAND is a core ingredient in data centers, consumer devices, and enterprise storage, so additional capacity in Asia adds another piece to the global supply puzzle for AI infrastructure. For investors watching Micron, key questions include how this new capacity is phased in, how it fits with broader industry supply plans, and what it may mean for Micron’s long term cost structure. The Singapore investment also deepens the company’s role in the local semiconductor ecosystem, which could matter as supply chains and capital spending remain in focus across the chip sector. Stay updated on the most important news stories for Micron Technology by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Micron Technology. NasdaqGS:MU 1-Year Stock Price Chart Why Micron Technology could be great value Quick Assessment ❌ Price vs Analyst Target : At US$435.28, the share price is about 21% above the US$358.85 analyst target. ❌ Simply Wall St Valuation : Shares are flagged as overvalued, trading 129.8% above the estimated fair value. ✅ Recent Momentum: The stock has returned about 47.9% over the last 30 days. Check out Simply Wall St's in depth valuation analysis for Micron Technology. Key Considerations 📊 The US$24b Singapore facility further links Micron to AI related NAND demand and future industry capacity cycles. 📊 Monitor how m...
(RTTNews) - While reporting financial results for the second quarter on Thursday, Parker Hannifin Corp. (PH) raised its earnings, adjusted earnings and sales growth guidance for the full-year 2026. For fiscal 2026, the company now projects earnings in a range of $26.26 to $26.86 per share and adjusted earnings in a range of $30.40 to $31.00 per share on total sales growth of 5.5 to 7.5 percent. Pr...
(RTTNews) - While reporting financial results for the second quarter on Thursday, Parker Hannifin Corp. (PH) raised its earnings, adjusted earnings and sales growth guidance for the full-year 2026. For fiscal 2026, the company now projects earnings in a range of $26.26 to $26.86 per share and adjusted earnings in a range of $30.40 to $31.00 per share on total sales growth of 5.5 to 7.5 percent. Previously, the company expected earnings in the range of $25.53 to $26.33 per share and adjusted earnings in the range of $29.60 to $30.40 per share on sales growth of 4 to 7 percent. On average, analysts polled expect the company to report earnings of $30.33 per share on a sales growth of 6.32 percent to $21.10 billion for the year. Analysts' estimates typically exclude special items. In Thursday's pre-market trading, PH is trading on the NYSE at $945.15, up $28.77 or 3.14 percent. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
NVIDIA Corporation NVDA is expanding its focus beyond data centers by pushing deeper into robotics and physical artificial intelligence (AI). The company is building platforms that combine graphics processing units (GPUs), software and simulation tools to support the development of intelligent machines. These systems are used in areas such as factory automation, logistics, autonomous vehicles and ...
NVIDIA Corporation NVDA is expanding its focus beyond data centers by pushing deeper into robotics and physical artificial intelligence (AI). The company is building platforms that combine graphics processing units (GPUs), software and simulation tools to support the development of intelligent machines. These systems are used in areas such as factory automation, logistics, autonomous vehicles and service robots. As labor shortages and efficiency needs rise, interest in AI-powered robotics is increasing. The independent research firm Mordor Intelligence estimates that the global robotics market will reach $218.56 billion by 2031 from $73.64 billion in 2025, reflecting a CAGR of 19.86% over the period. NVIDIA’s robotics strategy centers on providing a full stack rather than selling chips alone. Developers can train models on powerful servers, test them in virtual environments and deploy them on edge systems. This approach helps shorten development cycles and improve reliability. NVIDIA has been witnessing growing adoption of its robotics technologies. Companies such as Belden, Caterpillar, Foxconn, Lucid Motors, Toyota, TSMC and Wistron have adopted its robotics technologies to build factories that have accelerated AI-driven manufacturing. NVIDIA’s robotics business forms part of its Automotive segment. In the third quarter of fiscal 2026, the Automotive segment’s revenues increased 32% year over year to $592 million. Though the Automotive segment contributes just 1% to total revenues at present, the growing demand for robotics is likely to drive the business unit’s growth over the long run. The Zacks Consensus Estimate for the Automotive segment’s fiscal 2026 revenues is pegged at $2.41 billion, indicating year-over-year growth of 42.2%. How NVIDIA’s Rivals Fare in AI Robotics Space NVIDIA competes with Intel Corporation INTC and Advanced Micro Devices, Inc. AMD in the AI robotics space. Intel offers comprehensive robotics solutions, focusing on enabling physical AI ...
Kapitalo Investimentos Ltda decreased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 13.2% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 85,664 shares of the semiconductor company's stock after selling 13,000 shares during the period. Taiwan Semicon...
Kapitalo Investimentos Ltda decreased its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 13.2% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 85,664 shares of the semiconductor company's stock after selling 13,000 shares during the period. Taiwan Semiconductor Manufacturing makes up approximately 4.5% of Kapitalo Investimentos Ltda's holdings, making the stock its 6th largest holding. Kapitalo Investimentos Ltda's holdings in Taiwan Semiconductor Manufacturing were worth $23,925,000 at the end of the most recent reporting period. Other hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 20.9% in the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock valued at $2,159,000 after purchasing an additional 1,892 shares in the last quarter. HB Wealth Management LLC boosted its position in Taiwan Semiconductor Manufacturing by 0.3% during the second quarter. HB Wealth Management LLC now owns 36,178 shares of the semiconductor company's stock valued at $8,194,000 after buying an additional 119 shares during the period. XML Financial LLC grew its stake in shares of Taiwan Semiconductor Manufacturing by 49.5% during the second quarter. XML Financial LLC now owns 4,105 shares of the semiconductor company's stock valued at $930,000 after buying an additional 1,359 shares during the last quarter. Park Place Capital Corp grew its stake in shares of Taiwan Semiconductor Manufacturing by 36.0% during the second quarter. Park Place Capital Corp now owns 1,069 shares of the semiconductor company's stock valued at $240,000 after buying an additional 283 shares during the last quarter. Finally, Powers Advisory Group LLC purchased a new position in shares of Taiwan Semiconductor Manufacturi...
Hanmi Financial ( HAFC ) declared $0.28/share quarterly dividend , 3.7% increase from prior dividend of $0.27. Forward yield 4.52% Payable Feb. 25; for shareholders of record Feb. 9; ex-div Feb. 9. See HAFC Dividend Scorecard, Yield Chart, & Dividend Growth. In addition, the Company announced the expansion of its existing share repurchase authorization by 1.5 million to approximately 2.3 million s...
Hanmi Financial ( HAFC ) declared $0.28/share quarterly dividend , 3.7% increase from prior dividend of $0.27. Forward yield 4.52% Payable Feb. 25; for shareholders of record Feb. 9; ex-div Feb. 9. See HAFC Dividend Scorecard, Yield Chart, & Dividend Growth. In addition, the Company announced the expansion of its existing share repurchase authorization by 1.5 million to approximately 2.3 million shares of common stock in the aggregate. More on Hanmi Financial Hanmi Financial Corporation (HAFC) Q4 2025 Earnings Call Transcript Hanmi Financial Corporation 2025 Q4 - Results - Earnings Call Presentation Hanmi Financial Corporation Moves Ahead After Disappointing Q2 Hanmi outlines low to mid-single-digit loan growth and deposit expansion strategy for 2026 Seeking Alpha’s Quant Rating on Hanmi Financial
(RTTNews) - ManpowerGroup Inc. (MAN) revealed a profit for its fourth quarter that Increased, from last year The company's earnings totaled $30.2 million, or $0.64 per share. This compares with $22.5 million, or $0.47 per share, last year. The company's revenue for the period rose 7.1% to $4.713 billion from $4.399 billion last year. ManpowerGroup Inc. earnings at a glance (GAAP) : -Earnings: $30....
(RTTNews) - ManpowerGroup Inc. (MAN) revealed a profit for its fourth quarter that Increased, from last year The company's earnings totaled $30.2 million, or $0.64 per share. This compares with $22.5 million, or $0.47 per share, last year. The company's revenue for the period rose 7.1% to $4.713 billion from $4.399 billion last year. ManpowerGroup Inc. earnings at a glance (GAAP) : -Earnings: $30.2 Mln. vs. $22.5 Mln. last year. -EPS: $0.64 vs. $0.47 last year. -Revenue: $4.713 Bln vs. $4.399 Bln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
We recently compiled a list of the 20 Most Profitable Stocks of the Last 20 Years. The third stock on our list is Oracle Corporation. TheFly reported on January 23 that Morgan Stanley lowered its price target for ORCL to $213 from $320 and maintained an Equal Weight rating. The firm acknowledged that GPU-as-a-Service represents a sizable revenue opportunity but noted that the buildout is likely to...
We recently compiled a list of the 20 Most Profitable Stocks of the Last 20 Years. The third stock on our list is Oracle Corporation. TheFly reported on January 23 that Morgan Stanley lowered its price target for ORCL to $213 from $320 and maintained an Equal Weight rating. The firm acknowledged that GPU-as-a-Service represents a sizable revenue opportunity but noted that the buildout is likely to push EPS below company targets and increase funding needs. Additionally, Morgan Stanley stated that it believes ORCL has no obvious way to meet its EPS targets, which is reflected in the current share price and the lowered objective. Source: pixabay Separately, on January 22, Oracle Corporation (NYSE:ORCL)’s shares rose $4.02 (2.31%) to around $177.90. Options activity was near average, with calls slightly outpacing puts, giving a put/call ratio of 0.54 (vs. 0.81 typical). While the flattening put-call skew indicated a somewhat positive tone, implied volatility dropped 2.16 points to 46.84, over the 52-week median, suggesting an anticipated daily move of about $5.25. Oracle Corporation (NYSE:ORCL) is a global technology company specializing in database software, cloud solutions, and enterprise software products. It provides businesses with tools for data management, analytics, and digital transformation. While we acknowledge the potential of ORCL 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: 12 Best Multibagger Stocks to Buy Heading into 2026 and 7 Best Rising Tech Stocks to Buy Now. Disclosure: None.
VV Shots/iStock Editorial via Getty Images The headline isn’t “a car company quarter.” It’s a capital allocation quarter. The most important line from this whole update is that Tesla ( TSLA ) is explicitly telling you 2026 is a “huge investment year” with CapEx expected to be in excess of $20B. And they didn’t describe it vaguely, they basically rattled off an industrial roadmap: paying for six fa...
VV Shots/iStock Editorial via Getty Images The headline isn’t “a car company quarter.” It’s a capital allocation quarter. The most important line from this whole update is that Tesla ( TSLA ) is explicitly telling you 2026 is a “huge investment year” with CapEx expected to be in excess of $20B. And they didn’t describe it vaguely, they basically rattled off an industrial roadmap: paying for six factories: refinery, LFP factories, Cybercab, Semi, new Megafactory, Optimus factory plus AI compute infrastructure investment plus expanding the robotaxi and Optimus fleets That’s Tesla leaning into the thing the market constantly misprices: they are a capital-intensive business that behaves like a compounding software platform, because each dollar of capital isn’t just “one more unit of capacity.” It’s capacity + data + distribution + iteration loops. And the reason that matters: Tesla ended Q4 with $44.1B of cash, cash equivalents and investments, so this isn’t a “we have to” CapEx year. It’s a “we’re choosing to” CapEx year. What the financials say (and what they don’t say) The scorecard Q4 revenue: $24.9B (down 3% YoY) Q4 operating income: $1.4B, 5.7% operating margin Q4 free cash flow: $1.42B Q4 total gross margin: 20.1% first time above 20% in “over the last 2 years” per management They call out tariffs > $500M in Q4 embedded in the margin story And on the year: 2025 total revenue: $94.827B Energy generation & storage revenue: $12.771B (+27% YoY) Automotive revenue: $69.526B (-10% YoY) 2025 operating margin: 4.6% The interpretation This was not a “clean margin expansion” story. This was a “we stabilized the machine while eating headwinds” story. Deliveries were down (they cite lower deliveries and lower fixed-cost absorption) They still got back to ~20% gross margin while absorbing tariffs Operating expenses were up (AI + R&D + SG&A, SBC, restructuring) and operating income fell YoY So if someone is trying to value this quarter as “peak auto margin rebound,” they’re mi...
VV Shots/iStock Editorial via Getty Images The headline isn’t “a car company quarter.” It’s a capital allocation quarter. The most important line from this whole update is that Tesla ( TSLA ) is explicitly telling you 2026 is a “huge investment year” with CapEx expected to be in excess of $20B. And they didn’t describe it vaguely, they basically rattled off an industrial roadmap: paying for six fa...
VV Shots/iStock Editorial via Getty Images The headline isn’t “a car company quarter.” It’s a capital allocation quarter. The most important line from this whole update is that Tesla ( TSLA ) is explicitly telling you 2026 is a “huge investment year” with CapEx expected to be in excess of $20B. And they didn’t describe it vaguely, they basically rattled off an industrial roadmap: paying for six factories: refinery, LFP factories, Cybercab, Semi, new Megafactory, Optimus factory plus AI compute infrastructure investment plus expanding the robotaxi and Optimus fleets That’s Tesla leaning into the thing the market constantly misprices: they are a capital-intensive business that behaves like a compounding software platform, because each dollar of capital isn’t just “one more unit of capacity.” It’s capacity + data + distribution + iteration loops. And the reason that matters: Tesla ended Q4 with $44.1B of cash, cash equivalents and investments, so this isn’t a “we have to” CapEx year. It’s a “we’re choosing to” CapEx year. What the financials say (and what they don’t say) The scorecard Q4 revenue: $24.9B (down 3% YoY) Q4 operating income: $1.4B, 5.7% operating margin Q4 free cash flow: $1.42B Q4 total gross margin: 20.1% first time above 20% in “over the last 2 years” per management They call out tariffs > $500M in Q4 embedded in the margin story And on the year: 2025 total revenue: $94.827B Energy generation & storage revenue: $12.771B (+27% YoY) Automotive revenue: $69.526B (-10% YoY) 2025 operating margin: 4.6% The interpretation This was not a “clean margin expansion” story. This was a “we stabilized the machine while eating headwinds” story. Deliveries were down (they cite lower deliveries and lower fixed-cost absorption) They still got back to ~20% gross margin while absorbing tariffs Operating expenses were up (AI + R&D + SG&A, SBC, restructuring) and operating income fell YoY So if someone is trying to value this quarter as “peak auto margin rebound,” they’re mi...
The Mahindra Group is an Indian multinational conglomerate that operates across more than 20 industries and covers roughly 70% of India's GDP. It has a presence in aerospace, agriculture, defence, IT services and real estate. CEO Anish Shah is the first non-family member to serve as group CEO since the company's inception in 1945. In this wide-ranging conversation, Shah sits down with David Rubens...
The Mahindra Group is an Indian multinational conglomerate that operates across more than 20 industries and covers roughly 70% of India's GDP. It has a presence in aerospace, agriculture, defence, IT services and real estate. CEO Anish Shah is the first non-family member to serve as group CEO since the company's inception in 1945. In this wide-ranging conversation, Shah sits down with David Rubenstein to discuss Mahindra's evolution, India's economic trajectory, geopolitics and Shah's leadership journey. He's on this week's episode of "The David Rubenstein Show: Peer to Peer Conversations." This interview was recorded September 2 in New York. (Source: Bloomberg)
ronstik/iStock via Getty Images On October 19, 2025, I had recommended the Nicholas Crypto Income ETF ( BLOX ) as a Buy at somewhat of an unfortunate time. Bitcoin and the entire crypto industry as a whole plunged a few days after, and BLOX - an income ETF with crypto-related assets as its underlying holdings - suffered. The fund is down to $19.15 at the time of writing, making it almost the exact...
ronstik/iStock via Getty Images On October 19, 2025, I had recommended the Nicholas Crypto Income ETF ( BLOX ) as a Buy at somewhat of an unfortunate time. Bitcoin and the entire crypto industry as a whole plunged a few days after, and BLOX - an income ETF with crypto-related assets as its underlying holdings - suffered. The fund is down to $19.15 at the time of writing, making it almost the exact same price as it was during its inception. The recent crypto crash, however, should not worry long-term investors in BLOX and, in fact, creates an opportunity to reinvest at lower prices. This is because crypto fundamentals and the ability to achieve the ultimate goal for these assets have not changed. Prices have fallen mostly as a reaction to macroeconomic changes and leveraged liquidations, reminding us of crypto's volatility and sensitivity to macroeconomic events. Although individual crypto assets have more specific goals, the overarching value of cryptocurrencies is to provide currencies that are politically neutral and accessible to individuals. This is extremely important when considering that a potential " New World Order " may be upon us. The U.S. losing trust on the world stage combined with efforts from the Trump administration to take control of the Federal Reserve has led to a slow erosion of the dollar's dominance. Central banks around the world are heavily diversifying their currency reserves, and as economic dependencies change, there is a large opportunity for cryptocurrencies to become truly relevant. At the moment, cryptocurrencies are highly speculative assets. While some newer tokens today are designed to be that way, the biggest cryptocurrency, Bitcoin, was originally designed to be a peer-to-peer monetary system. There is a gap between where cryptocurrency is right now and what it could be, and that makes BLOX particularly appealing. This is an ETF that invests in crypto-related assets as a whole rather than single coins or companies. This ETF also ...
The Zacks Transportation sector is widely diversified in nature, including airlines, railroads, package delivery companies and truckers, to name a few. Per the latest Earnings Preview, fourth-quarter 2025 earnings of the S&P 500 members of the sector are expected to decline 7.2% year over year. Revenues are estimated to be up 1.9%. With quite a few players in this diversified sector yet to report ...
The Zacks Transportation sector is widely diversified in nature, including airlines, railroads, package delivery companies and truckers, to name a few. Per the latest Earnings Preview, fourth-quarter 2025 earnings of the S&P 500 members of the sector are expected to decline 7.2% year over year. Revenues are estimated to be up 1.9%. With quite a few players in this diversified sector yet to report their financial numbers, we expect the likes of Canadian National Railway CNI, Expeditors International of Washington EXPD and GXO Logistics GXO to report better-than-expected earnings despite headwinds like weak freight demand, tariff-induced uncertainty, inflation-related woes and supply-chain disruptions. Let’s discuss the factors that are likely to have boosted the sector participants’ fourth-quarter performance. The decline in oil prices is a positive development for the transportation sector, as fuel is one of its largest operating expenses. In 2025, crude oil prices were under pressure, primarily due to a persistent global oversupply that outpaced sluggish demand growth, weakening consumer confidence and increased production by OPEC+. Oil prices fell 7% during the October-December period, supporting margin expansion for industry participants. Additionally, ongoing cost-control efforts amid soft freight demand are expected to have contributed to improved profitability. The continued strength of e-commerce remains a key tailwind for the sector. For U.S. airlines, steady air travel demand, despite tariff-related economic headwinds, has been encouraging. Upbeat passenger volumes during the Thanksgiving holiday period are likely to have boosted the top-line performance in the to-be-reported quarter. Shipping companies are also showing resilience in the face of inflation, trade tensions and supply-chain disruptions, particularly those focused on operational efficiency and strategic growth initiatives. Here’s How to Pick the Right Stocks Quite a few transportation stocks ar...
Bankwell Financial ( BWFG ) declared $0.20/share quarterly dividend , in line with previous. Forward yield 1.7% Payable Feb. 20; for shareholders of record Feb. 10; ex-div Feb. 10. See BWFG Dividend Scorecard, Yield Chart, & Dividend Growth. More on Bankwell Financial Bankwell Financial Appears Well-Positioned For 2026 Bankwell Financial GAAP EPS of $1.15 misses by $0.04, revenue of $30.32M beats ...
Bankwell Financial ( BWFG ) declared $0.20/share quarterly dividend , in line with previous. Forward yield 1.7% Payable Feb. 20; for shareholders of record Feb. 10; ex-div Feb. 10. See BWFG Dividend Scorecard, Yield Chart, & Dividend Growth. More on Bankwell Financial Bankwell Financial Appears Well-Positioned For 2026 Bankwell Financial GAAP EPS of $1.15 misses by $0.04, revenue of $30.32M beats by $2.26M Seeking Alpha’s Quant Rating on Bankwell Financial Historical earnings data for Bankwell Financial
BBVA SA plans to issue two significant risk transfer deals linked to around €7 billion ($8.4 billion) of assets, according to people with knowledge of the matter. Details of the specific transactions are still being discussed, said the people, who asked not to be identified. The deals may be completed as soon as this quarter, they added. A representative for BBVA declined to comment. Banks use sig...
BBVA SA plans to issue two significant risk transfer deals linked to around €7 billion ($8.4 billion) of assets, according to people with knowledge of the matter. Details of the specific transactions are still being discussed, said the people, who asked not to be identified. The deals may be completed as soon as this quarter, they added. A representative for BBVA declined to comment. Banks use significant risk transfers as a way to insure loans against default, typically obtaining protection for between 5% and 15% of the loan value. That allows them to boost solvency ratios and reduce reliance on less shareholder-friendly options such as issuing new equity. It also increases their leeway for new lending, acquisitions or shareholder payouts. Last year, BBVA created a unit dedicated to SRTs. The lender highlighted the instruments as one of its key pillars in a strategic update in July. It plans to generate €49 billion in capital in the four years from 2025 to 2028, with SRTs expected to contribute €5 billion. Read more: BBVA Hires CaixaBank’s De Celis for SRT Unit Amid Payouts Drive The SRT market is set to double in size over the next five years, driven by banks in Europe and the US, according to Man Group estimates . UniCredit SpA, HSBC Holdings Plc and Mitsubishi UFJ Financial Group Inc. are among the lenders in discussions about potential deals .