Investing.com -- Amazon announced Wednesday it will cut 16,000 jobs worldwide in its second major round of layoffs in three months, as the company restructures after pandemic-era over-hiring and increases adoption of artificial intelligence tools. The cuts come after Amazon eliminated 14,000 white-collar positions in late October. CEO Andy Jassy had emphasized the need to reduce excessive bureaucr...
Investing.com -- Amazon announced Wednesday it will cut 16,000 jobs worldwide in its second major round of layoffs in three months, as the company restructures after pandemic-era over-hiring and increases adoption of artificial intelligence tools. The cuts come after Amazon eliminated 14,000 white-collar positions in late October. CEO Andy Jassy had emphasized the need to reduce excessive bureaucracy by trimming operational levels and reducing manager numbers. In an internal message to employees, Beth Galetti, Senior Vice President of People Experience and Technology, explained that while many teams finalized organizational changes in October, other teams only completed that work now. Most US-based employees affected by the cuts will have 90 days to look for new roles internally, with timing varying internationally based on local requirements. Those unable to find new positions or who choose not to look will receive transition support including severance pay, outplacement services, and health insurance benefits where applicable. Galetti said that this is not the beginning of a pattern of announcing broad reductions every few months, though teams will continue to evaluate "ownership, speed, and capacity to invent for customers" and make adjustments as needed. Amazon is scheduled to report quarterly results next week. The company’s shares are up roughly 8% year-to-date. Related articles Amazon to cut 16,000 jobs in second major layoff round Gold may hit $5,000/oz in 1H'26 - HSBC HSBC raises silver price forecasts as market tightness persists
Microsoft heads into earnings day with a familiar narrative but higher stakes. The company is no longer just being judged on growth, it is being judged on whether its massive AI and cloud investments can convert into durable revenue, sustained margins, and long term leadership. After a volatile few months for big tech stocks, Microsoft’s Q2 FY26 earnings on January 28 could reset investor sentimen...
Microsoft heads into earnings day with a familiar narrative but higher stakes. The company is no longer just being judged on growth, it is being judged on whether its massive AI and cloud investments can convert into durable revenue, sustained margins, and long term leadership. After a volatile few months for big tech stocks, Microsoft’s Q2 FY26 earnings on January 28 could reset investor sentiment around Azure, Copilot, and its AI strategy . Let’s break down with this blog what to expect from Microsoft’s Q2 FY26 earnings, key developments since last quarter, analyst expectations, and the signals investors will track closely. The Street’s Expectations from Microsoft: Strong Growth, High Bar Wall Street is forecasting another solid quarter for Microsoft, with consensus estimates calling for revenue of roughly $80.3 billion, up about 15% YoY, and EPS near $3.87 to $3.91, representing around 21% growth from last year’s comparable quarter . The Intelligent Cloud segment, home to Azure, is expected to remain the biggest swing factor. Analysts project cloud revenue growth of about 27%, with Azure specifically growing near 37% YoY, albeit slightly slower than the prior quarter’s pace . Microsoft’s ability to meet or beat these expectations matters because investor confidence in AI monetization is being tested across the industry. Azure and AI: The Core Narrative of Microsoft Azure remains the centerpiece of Microsoft’s growth story. Demand for cloud compute tied to AI workloads, OpenAI usage, and enterprise migrations continues to be robust. However, growth is increasingly constrained by capacity and infrastructure availability rather than demand, according to multiple analysts . Since the last earnings release, Microsoft has expanded data center capacity, pushed forward with custom AI chips, and continued investing heavily in infrastructure. Investors will be listening for commentary on: Whether Azure growth reaccelerates or continues to modestly decelerate. Progress on e...
In recent trading, shares of Centerra Gold Inc (Symbol: CGAU) have crossed above the average analyst 12-month target price of $18.97, changing hands for $19.52/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business...
In recent trading, shares of Centerra Gold Inc (Symbol: CGAU) have crossed above the average analyst 12-month target price of $18.97, changing hands for $19.52/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 11 different analyst targets within the Zacks coverage universe contributing to that average for Centerra Gold Inc, but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $12.50. And then on the other side of the spectrum one analyst has a target as high as $25.20. The standard deviation is $4.427. But the whole reason to look at the average CGAU price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with CGAU crossing above that average target price of $18.97/share, investors in CGAU have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $18.97 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Centerra Gold Inc: Recent CGAU Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 6 6 5 5 Buy ratings: 1 1 1 0 Hold ratings: 4 4 5 5 Sell ratings: 1 1 1 1 Strong sell ratings: 0 0 0 0 Average rating: 2.0 2.0 2.17 2.18 The average rating presented in the la...
In recent trading, shares of Amphenol Corp. (Symbol: APH) have crossed above the average analyst 12-month target price of $81.50, changing hands for $81.67/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business dev...
In recent trading, shares of Amphenol Corp. (Symbol: APH) have crossed above the average analyst 12-month target price of $81.50, changing hands for $81.67/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 10 different analyst targets within the Zacks coverage universe contributing to that average for Amphenol Corp., but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $72.00. And then on the other side of the spectrum one analyst has a target as high as $95.00. The standard deviation is $7.184. But the whole reason to look at the average APH price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with APH crossing above that average target price of $81.50/share, investors in APH have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $81.50 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Amphenol Corp.: Recent APH Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 6 6 7 8 Buy ratings: 0 0 0 0 Hold ratings: 4 4 4 4 Sell ratings: 0 0 0 0 Strong sell ratings: 0 0 0 0 Average rating: 1.8 1.8 1.73 1.67 The average rating presented in the last row of the ...
Las Vegas Sands ( LVS ) has not operated a casino property in Las Vegas since it sold The Venetian Resort Las Vegas, The Palazzo, and the Sands Expo and Convention Center in 2021 in a $6.25 billion transaction that involved both VICI Properties ( VICI ) and Apollo Global Management ( APO ). The company keeps “Las Vegas” in its corporate name largely for brand equity and as an homage to its histori...
Las Vegas Sands ( LVS ) has not operated a casino property in Las Vegas since it sold The Venetian Resort Las Vegas, The Palazzo, and the Sands Expo and Convention Center in 2021 in a $6.25 billion transaction that involved both VICI Properties ( VICI ) and Apollo Global Management ( APO ). The company keeps “Las Vegas” in its corporate name largely for brand equity and as an homage to its historical roots. The company’s Las Vegas story began with Sheldon Adelson and partners acquiring the classic Sands Hotel and Casino in 1989, which at that time was an aging Rat Pack–era property that was struggling to compete with newer megaresorts on the Strip. Adelson’s vision was to fuse large‑scale conventions with resort gaming, which led to the opening of the Sands Expo and Convention Center in 1990, then one of the largest privately owned convention facilities in the world and a core differentiator for the company in attracting high‑value group business to Las Vegas. Las Vegas Sands ( LVS ) management eventually decided that the old Sands Hotel was obsolete. It was closed and imploded in 1996, clearing the way for a new high-profile project. The Venetian, a themed integrated resort modeled on Venice, Italy, opened on the Strip in 1999 as a high‑end property with extensive gaming, luxury suites, retail, and convention space. The success of The Venetian led to expansion with The Palazzo, an adjacent all‑suite resort that opened in 2007, creating a massive combined complex linked to the Sands Expo and establishing Las Vegas Sands as a major force in the city’s convention‑driven hospitality model. However, as Las Vegas Sands ( LVS ) increased its focus on Macau and Singapore, the Las Vegas properties became a relatively smaller part of the portfolio in the 2010s. In March 2021, two months after Adelson’s death, Las Vegas Sands ( LVS ) announced the agreements to sell The Venetian Resort (including The Palazzo) and the Sands Expo. Interestingly, Las Vegas Sands ( LVS ) still ha...
STORY: The AI boom showed no signs of slowing down for majors ASML and SK Hynix on Wednesday (January 28). ASML logged record orders in the fourth quarter. And the top computer chip equipment maker raised its outlook for the year as demand surged from its AI-focused customers. Fourth-quarter bookings leapt to a record $15.8 billion - well up from a year before and far ahead of analyst expectations...
STORY: The AI boom showed no signs of slowing down for majors ASML and SK Hynix on Wednesday (January 28). ASML logged record orders in the fourth quarter. And the top computer chip equipment maker raised its outlook for the year as demand surged from its AI-focused customers. Fourth-quarter bookings leapt to a record $15.8 billion - well up from a year before and far ahead of analyst expectations. The firm also raised its sales guidance to between $46.8 billion to a near $54 billion - again ahead of analyst projections. Shares were up more than 4% in early trade - the stock is up close to 40% this year so far. The orders beat comes as ASML customers like Samsung and SK Hynix boost investment plans. Those firms have seen major demand for AI logic and memory chips needed by cloud computing giants like Microsoft and Google. South Korea's SK Hynix also reported record quarterly earnings Wednesday amid the AI boom. It smashed forecasts with a profit more than double its previous record. It also predicted AI demand would keep pushing explosive growth in memory chip orders.
Texas Bank & Trust Co trimmed its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 3.7% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 68,746 shares of the iPhone maker's stock after selling 2,635 shares during the period. Apple accounts for approximately 6.6% of Texas Bank & Trust Co's holdings, making ...
Texas Bank & Trust Co trimmed its stake in Apple Inc. (NASDAQ:AAPL - Free Report) by 3.7% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 68,746 shares of the iPhone maker's stock after selling 2,635 shares during the period. Apple accounts for approximately 6.6% of Texas Bank & Trust Co's holdings, making the stock its 2nd largest position. Texas Bank & Trust Co's holdings in Apple were worth $17,505,000 as of its most recent SEC filing. Other hedge funds have also bought and sold shares of the company. ROSS JOHNSON & Associates LLC grew its stake in shares of Apple by 1,800.0% during the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker's stock valued at $42,000 after acquiring an additional 180 shares during the period. Nexus Investment Management ULC boosted its position in shares of Apple by 333.3% in the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker's stock worth $53,000 after purchasing an additional 200 shares during the period. LSV Asset Management purchased a new stake in shares of Apple in the fourth quarter worth $65,000. Morgan Dempsey Capital Management LLC increased its stake in shares of Apple by 41.0% in the second quarter. Morgan Dempsey Capital Management LLC now owns 430 shares of the iPhone maker's stock worth $88,000 after purchasing an additional 125 shares in the last quarter. Finally, HFM Investment Advisors LLC bought a new stake in shares of Apple during the 1st quarter valued at $99,000. Institutional investors own 67.73% of the company's stock. Get Apple alerts: Sign Up Analysts Set New Price Targets A number of brokerages have issued reports on AAPL. DA Davidson increased their price target on Apple from $250.00 to $270.00 and gave the stock a "neutral" rating in a research note on Friday, October 31st. CLSA lifted their target price on Apple from $265.00 to $330.00 and ga...
Phillips Financial Management LLC grew its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 35.4% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 23,432 shares of the computer hardware maker's stock after buying an additional 6,128 shares during the period. Phillips Financial Management LLC's holdings in NVIDIA were worth $4,372,000 as of its m...
Phillips Financial Management LLC grew its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 35.4% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 23,432 shares of the computer hardware maker's stock after buying an additional 6,128 shares during the period. Phillips Financial Management LLC's holdings in NVIDIA were worth $4,372,000 as of its most recent SEC filing. Get NVIDIA alerts: Sign Up Other institutional investors have also recently made changes to their positions in the company. Harbor Asset Planning Inc. purchased a new position in shares of NVIDIA in the second quarter worth $28,000. Winnow Wealth LLC bought a new stake in NVIDIA in the 2nd quarter worth about $32,000. Longfellow Investment Management Co. LLC raised its position in NVIDIA by 47.9% in the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock worth $33,000 after buying an additional 67 shares during the last quarter. Spurstone Advisory Services LLC bought a new position in NVIDIA during the 2nd quarter valued at about $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd purchased a new stake in shares of NVIDIA during the 2nd quarter valued at about $54,000. Hedge funds and other institutional investors own 65.27% of the company's stock. Insider Transactions at NVIDIA In other NVIDIA news, Director Harvey C. Jones sold 250,000 shares of the stock in a transaction on Monday, December 15th. The stock was sold at an average price of $177.33, for a total value of $44,332,500.00. Following the completion of the sale, the director owned 6,933,280 shares in the company, valued at approximately $1,229,478,542.40. This represents a 3.48% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Mark A. Stevens sold 222,500 shares of the business's stock in a transaction dated Friday, December 19th. The shares were s...
Joel Isaacson & Co. LLC lowered its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 7.0% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 459,393 shares of the information services provider's stock after selling 34,329 shares during the quarter. Alphabet comprises approximately 4.0% of Joel Isaacson & Co. LLC's holdings, making the stock...
Joel Isaacson & Co. LLC lowered its position in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 7.0% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 459,393 shares of the information services provider's stock after selling 34,329 shares during the quarter. Alphabet comprises approximately 4.0% of Joel Isaacson & Co. LLC's holdings, making the stock its 7th largest holding. Joel Isaacson & Co. LLC's holdings in Alphabet were worth $111,885,000 at the end of the most recent quarter. Get Alphabet alerts: Sign Up Several other hedge funds have also recently bought and sold shares of GOOG. Cedar Mountain Advisors LLC increased its position in shares of Alphabet by 11.8% in the third quarter. Cedar Mountain Advisors LLC now owns 370 shares of the information services provider's stock worth $90,000 after acquiring an additional 39 shares in the last quarter. Higgins & Schmidt Wealth Strategies LLC increased its holdings in Alphabet by 2.2% in the 3rd quarter. Higgins & Schmidt Wealth Strategies LLC now owns 1,818 shares of the information services provider's stock valued at $443,000 after purchasing an additional 40 shares in the last quarter. Hartmann Taylor Wealth Management LLC lifted its stake in shares of Alphabet by 2.3% during the third quarter. Hartmann Taylor Wealth Management LLC now owns 1,813 shares of the information services provider's stock worth $442,000 after purchasing an additional 40 shares in the last quarter. Riverbend Wealth Management LLC raised its holdings in shares of Alphabet by 1.0% during the 3rd quarter. Riverbend Wealth Management LLC now owns 4,198 shares of the information services provider's stock valued at $1,023,000 after buying an additional 41 shares during the period. Finally, Meritas Wealth Management LLC lifted its position in Alphabet by 3.0% during the 3rd quarter. Meritas Wealth Management LLC now owns 1,458 shares of the information services provider's stock worth $355,000 after...
New York State Teachers Retirement System decreased its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 20,412,043 shares of the computer hardware maker's stock after selling 334,917 shares during the quarter. NVIDIA makes up 7.4% of New York State Teache...
New York State Teachers Retirement System decreased its position in NVIDIA Corporation (NASDAQ:NVDA - Free Report) by 1.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 20,412,043 shares of the computer hardware maker's stock after selling 334,917 shares during the quarter. NVIDIA makes up 7.4% of New York State Teachers Retirement System's investment portfolio, making the stock its largest position. New York State Teachers Retirement System owned 0.08% of NVIDIA worth $3,808,479,000 at the end of the most recent quarter. Get NVIDIA alerts: Sign Up Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Harbor Asset Planning Inc. bought a new position in shares of NVIDIA during the second quarter valued at approximately $28,000. Winnow Wealth LLC bought a new stake in NVIDIA in the second quarter valued at $32,000. Longfellow Investment Management Co. LLC increased its position in NVIDIA by 47.9% during the 2nd quarter. Longfellow Investment Management Co. LLC now owns 207 shares of the computer hardware maker's stock valued at $33,000 after purchasing an additional 67 shares during the period. Spurstone Advisory Services LLC bought a new position in NVIDIA in the 2nd quarter worth $40,000. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new position in NVIDIA in the 2nd quarter worth $54,000. 65.27% of the stock is owned by institutional investors. Insiders Place Their Bets In other news, Director Harvey C. Jones sold 250,000 shares of the company's stock in a transaction that occurred on Monday, December 15th. The shares were sold at an average price of $177.33, for a total value of $44,332,500.00. Following the transaction, the director owned 6,933,280 shares in the company, valued at approximately $1,229,478,542.40. This represents a 3.48% decrease in their ownership of the stock. The sale was disclosed in a filing with t...
Federated Hermes Inc. cut its position in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 71.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,307,111 shares of the company's stock after selling 3,307,411 shares during the period. Federated Hermes Inc. owned 0.06% of Palantir Technologies worth $2...
Federated Hermes Inc. cut its position in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 71.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 1,307,111 shares of the company's stock after selling 3,307,411 shares during the period. Federated Hermes Inc. owned 0.06% of Palantir Technologies worth $238,443,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Get Palantir Technologies alerts: Sign Up Several other hedge funds have also recently added to or reduced their stakes in PLTR. Decker Retirement Planning Inc. lifted its holdings in Palantir Technologies by 778.7% in the third quarter. Decker Retirement Planning Inc. now owns 61,326 shares of the company's stock valued at $11,187,000 after acquiring an additional 54,347 shares during the last quarter. Vanguard Group Inc. raised its position in Palantir Technologies by 3.6% in the second quarter. Vanguard Group Inc. now owns 205,717,666 shares of the company's stock valued at $28,043,432,000 after purchasing an additional 7,194,216 shares during the period. Truist Financial Corp lifted its stake in shares of Palantir Technologies by 4.2% in the 2nd quarter. Truist Financial Corp now owns 537,000 shares of the company's stock valued at $73,204,000 after purchasing an additional 21,809 shares during the last quarter. Prentice Wealth Management LLC purchased a new position in shares of Palantir Technologies during the 3rd quarter worth $550,000. Finally, Watershed Private Wealth LLC grew its holdings in shares of Palantir Technologies by 75.3% during the 3rd quarter. Watershed Private Wealth LLC now owns 7,798 shares of the company's stock worth $1,423,000 after purchasing an additional 3,350 shares during the period. 45.65% of the stock is owned by institutional investors and hedge funds. Insider Transactions at Palantir Technologies In other news, insider David A. Glazer sold 15,557 s...
The appointment of President Prabowo Subianto ’s nephew to the leadership of Bank Indonesia (BI) has reignited debate over whether Southeast Asia’s largest economy can preserve the central bank’s independence – a question closely watched by foreign investors and currency markets. While some analysts warned that any perception the central bank could become more responsive to government financing ne...
The appointment of President Prabowo Subianto ’s nephew to the leadership of Bank Indonesia (BI) has reignited debate over whether Southeast Asia’s largest economy can preserve the central bank’s independence – a question closely watched by foreign investors and currency markets. While some analysts warned that any perception the central bank could become more responsive to government financing needs risks capital outflows and pressure on the rupiah, others said Bank Indonesia’s collective decision-making structure would limit the influence of any single appointee. Indonesia’s House of Representatives on Tuesday formally appointed former deputy finance minister Thomas Djiwandono as a deputy governor of Bank Indonesia, a post he will hold until 2031 after passing a series of fit-and-proper tests and securing unanimous approval. Advertisement Thomas, who is Prabowo’s nephew, replaces Juda Agung, who will in turn move to the Ministry of Finance as deputy minister. US-educated Thomas continues his family’s banking tradition, as his father, Soedradjad Djiwandono, was Bank Indonesia governor from 1993 to 1998. Prabowo’s grandfather, Margono Djojohadikusumo, was dubbed “the father of national banking”, as he established and led the country’s first central bank, Bank Negara Indonesia, in 1946. Advertisement Muhammad Misbakhun, chairman of Commission XI at the parliament, which oversees finance and banking, said Thomas was chosen due to his experience in the Ministry of Finance.
Federated Hermes Inc. lowered its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 0.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 618,617 shares of the semiconductor company's stock after selling 1,905 shares during the quarter. Federated Hermes In...
Federated Hermes Inc. lowered its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 0.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 618,617 shares of the semiconductor company's stock after selling 1,905 shares during the quarter. Federated Hermes Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $172,774,000 as of its most recent SEC filing. Several other institutional investors also recently bought and sold shares of TSM. Heartwood Wealth Advisors LLC bought a new stake in shares of Taiwan Semiconductor Manufacturing in the third quarter valued at about $32,000. Resources Management Corp CT ADV purchased a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at about $32,000. Mid American Wealth Advisory Group Inc. bought a new stake in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter valued at about $33,000. First Command Advisory Services Inc. lifted its position in shares of Taiwan Semiconductor Manufacturing by 174.1% in the 2nd quarter. First Command Advisory Services Inc. now owns 159 shares of the semiconductor company's stock worth $36,000 after purchasing an additional 101 shares during the period. Finally, Fairman Group LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 171.2% during the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company's stock valued at $39,000 after purchasing an additional 89 shares in the last quarter. 16.51% of the stock is currently owned by hedge funds and other institutional investors. Get TSM alerts: Sign Up Taiwan Semiconductor Manufacturing Trading Up 1.7% Shares of NYSE:TSM opened at $338.28 on Wednesday. The business's 50-day moving average is $306.18 and its 200 day moving average is $279.19. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.69 and...
SkyOak Wealth LLC lowered its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 3.4% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 87,733 shares of the iPhone maker's stock after selling 3,091 shares during the period. Apple comprises about 4.2% of SkyOak Wealth LLC's investment portfolio, making the stock its 4t...
SkyOak Wealth LLC lowered its position in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 3.4% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 87,733 shares of the iPhone maker's stock after selling 3,091 shares during the period. Apple comprises about 4.2% of SkyOak Wealth LLC's investment portfolio, making the stock its 4th biggest holding. SkyOak Wealth LLC's holdings in Apple were worth $22,339,000 at the end of the most recent reporting period. A number of other hedge funds have also recently modified their holdings of AAPL. Financial Futures Ltd Liability Co. raised its holdings in Apple by 13.2% in the 2nd quarter. Financial Futures Ltd Liability Co. now owns 3,552 shares of the iPhone maker's stock worth $729,000 after purchasing an additional 415 shares in the last quarter. Monarch Capital Management Inc. increased its position in shares of Apple by 4.6% during the second quarter. Monarch Capital Management Inc. now owns 66,967 shares of the iPhone maker's stock valued at $13,740,000 after buying an additional 2,920 shares during the period. American National Bank & Trust raised its stake in Apple by 2.4% in the second quarter. American National Bank & Trust now owns 195,482 shares of the iPhone maker's stock worth $40,107,000 after buying an additional 4,543 shares in the last quarter. Riverwater Partners LLC lifted its holdings in Apple by 17.9% in the second quarter. Riverwater Partners LLC now owns 5,404 shares of the iPhone maker's stock worth $1,109,000 after buying an additional 819 shares during the period. Finally, Highland Capital Management LLC lifted its holdings in Apple by 2.2% in the third quarter. Highland Capital Management LLC now owns 397,834 shares of the iPhone maker's stock worth $101,301,000 after buying an additional 8,446 shares during the period. Hedge funds and other institutional investors own 67.73% of the company's stock. Get Apple alerts: Sign Up Apple P...
00:00 Speaker A I would like to kick things off here with Meta and Microsoft. We're expecting to hear from them. What exactly do you want to hear from Microsoft when it comes to AI related CAPEX spending in order for you to feel confident about confident here about the returns on spending. 00:23 Speaker B Well, I think there's a couple of things. I mean, first and foremost, we're going to want to ...
00:00 Speaker A I would like to kick things off here with Meta and Microsoft. We're expecting to hear from them. What exactly do you want to hear from Microsoft when it comes to AI related CAPEX spending in order for you to feel confident about confident here about the returns on spending. 00:23 Speaker B Well, I think there's a couple of things. I mean, first and foremost, we're going to want to watch their margins to see if they're starting to realize the benefits internally of of uh adopting AI, but we're also going to want to hear about these capacity constraints because if you remember Brooke, that's really been one of the big things that has kind of the it's kind of restrained the growth that we've seen in their cloud business as they continue to add more and more capacity uh for both AI and data center. And and with that in mind, it's really going to be paying, I would say very, very close attention 01:00 Speaker B to what they have to say about their uh remaining uh performance obligations or or backlog uh to the extent we see this continue to climb higher like we saw in the September quarter. I think that can give us uh some comfort and it is more likely or not to be just a time between when the business that is in this big backlog number is booked as revenue as that capacity comes on stream. 01:21 Speaker A Now Chris, we're getting these results this week at a time where investors are a bit fearful about the AI bubble risk here. What what difference differentiates here when you're set to hear from Meta? What should you be listening for in that earnings call? 01:46 Speaker B Well, there too, it it's going to be what is their capX level. But but to me when we think about um meta, there's really two things we have to focus in on. You know, first and foremost is what is the trend in advertising? Are they continuing to outperform the market? And remember Brooke, they're on the cusp of really spreading that business model of advertising across Threads and WhatsA...
Key Highlights: Record 2025 revenue of ~$14 million, representing 113% YoY growth, capped by $4.2M in Q4, the highest quarterly revenue to date. Advanced private label development with the world’s largest retailer for up to nine new SKUs targeted for second-half 2026 launch, representing an estimated $10 million in potential annualized revenue. Introduced a first-of-its-kind shelf-stable dehydrate...
Key Highlights: Record 2025 revenue of ~$14 million, representing 113% YoY growth, capped by $4.2M in Q4, the highest quarterly revenue to date. Advanced private label development with the world’s largest retailer for up to nine new SKUs targeted for second-half 2026 launch, representing an estimated $10 million in potential annualized revenue. Introduced a first-of-its-kind shelf-stable dehydrated cheesecake enabled by GentleDry™ technology, creating a new dairy-based snack category, launching in nation’s largest retailer. Secured a new warehouse club customer with an initial order near $2 million and potential to scale into a year-round program estimated at up to $15 million in annual recurring revenue. Installing fourth large-scale REV drying line, scheduled to be operational by March 1, 2026, expanding capacity and enabling dairy-based and high-protein products BEND, Ore., Jan. 28, 2026 (GLOBE NEWSWIRE) -- BranchOut Food Inc. (NASDAQ: BOF), a food technology company pioneering the next generation of natural fruit and vegetable snacks through its proprietary GentleDry™ process, today announced record performance, achieving ~$14 million in revenue in 2025, representing 113% YoY growth. This milestone was achieved while the company simultaneously built and commissioned its manufacturing facility in Peru, scaled production across its product portfolio, and advanced multiple new product developments throughout 2025. With those foundational efforts now complete and the facility fully operational, the company is positioned to focus entirely on executing the core business and scaling growth. The company anticipates continuing its rapid growth rate into 2026 and beyond. New Club Retailer Places Nearly $2 Million Order and Signals Interest in Future Opportunities BranchOut also announced a major new order from the nation’s second-largest warehouse club retailer, marking a new customer relationship for the company and its second large Club customer. The retailer has commit...
Douglas Rissing/iStock via Getty Images The Federal Reserve may be entering one of its most consequential periods in decades, as political scrutiny intensifies and long-standing policy frameworks are questioned. Kevin Hebner, Managing Director and Global Investment Strategist at TD Epoch, outlines what could change, the implications for monetary policy, and what it could mean for investors. Transc...
Douglas Rissing/iStock via Getty Images The Federal Reserve may be entering one of its most consequential periods in decades, as political scrutiny intensifies and long-standing policy frameworks are questioned. Kevin Hebner, Managing Director and Global Investment Strategist at TD Epoch, outlines what could change, the implications for monetary policy, and what it could mean for investors. Transcript Greg Bonnell: As we head deeper into 2026, the US Federal Reserve may be facing one of its most pivotal years in decades. My next guest says central banking, as we've come to know it, could be coming to an end and be giving way to a far more politically constrained institution. And the stakes for markets are high. Joining us now to break it all down is Kevin Hebner, Managing Director and Global Investment Strategist at TD Epoch. Kevin, great to have you back on the show. Kevin Hebner: Hey, Greg. Greg Bonnell: Let's talk about this intriguing idea, 2026 being a true turning point for the Federal Reserve. Why more so than in other years? Kevin Hebner: So, it's really about the imperial presidency of Trump. And so, as you know, Trump is not a big fan of checks and balances, and he's breaking lots of norms. And so this affects his relationship with Congress. So he's dominating Congress. Last year was a record high in terms of the number of executive orders passed, record low for pieces of legislation. With the Supreme Court, you now have a majority of the court is aligned with Trump. Most government agencies now, Trump is in control of. Fed is sort of the last man standing. And we're seeing, with the Donroe Doctrine in the Western hemisphere, Trump wants to have dominance in that range. So it's really about dominance of this person, everything being aligned with Trump's economic and security agenda. And the Fed is pretty key to that. So, yes, I think this is a key year for the Fed. And it certainly looks like Trump will be having his way, that around May we'll see a clear ...
Andrei Barmashov/iStock via Getty Images By Mike Larson The greenback is on the brink... again. Will it collapse convincingly to four-year-plus lows? Take a look at the MoneyShow Chart of the Day, which shows the US Dollar Index ( DXY ) going back a half-decade.After bouncing off the 96-and-change level in July and September 2025 , DXY is threatening to break through it this week. That would exten...
Andrei Barmashov/iStock via Getty Images By Mike Larson The greenback is on the brink... again. Will it collapse convincingly to four-year-plus lows? Take a look at the MoneyShow Chart of the Day, which shows the US Dollar Index ( DXY ) going back a half-decade.After bouncing off the 96-and-change level in July and September 2025 , DXY is threatening to break through it this week. That would extend losses of more than 11% from the early 2025 peak - and open the door for a move all the way down to the 90 area. US Dollar Index (DXY) (Source: TradingView) Why is the dollar rolling over? You have both short-term and long-term forces at work. In the short term , Japanese officials have signaled they want the yen to stop weakening against the dollar. They laid the groundwork for a possible joint US-Japan currency market intervention , and that caused traders to rush out of the dollar and into the yen. Then the Conference Board said its US consumer confidence index plunged to 84.5 in January, the worst level since 2014. Bad economic data is generally bad for a country’s currency, in part because it can prompt monetary policymakers to cut interest rates. In the long term , the Trump Administration is shaking up US policy, leading global market participants to reassess geopolitical and economic relationships. We’re seeing bouts of “ Sell America ” trading - where US Treasuries and the US dollar decline - as well as persistent investor diversification into other assets like gold. If the DXY does break down, you can trade the move directly in the forex market. A breakdown would likely help support precious metals, too. As for equities, it should drive even more outperformance for funds that invest in foreign stocks. The Vanguard FTSE All-World ex US Index Fund ETF ( VEU ) is up 34.9% in the past 12 months, crushing the 15.3% return of the Vanguard 500 Index Fund ( VOO ). So, pay close attention to these levels. The dollar could be a BIG story in 2026! Original Post Editor's No...
PITTSBURGH, Jan. 28, 2026 /PRNewswire/ -- Kennametal Inc. (NYSE: KMT) announced today that they will attend the Barclays 43rd Annual Industrial Select Conference in Miami. Details of the conference are as follows: When: Wednesday, February 18, 2026 Attendees: Patrick Watson, Vice President and Chief Financial Officer Michael Pici, Vice President, Investor Relations Christopher Wiker, Senior Financ...
PITTSBURGH, Jan. 28, 2026 /PRNewswire/ -- Kennametal Inc. (NYSE: KMT) announced today that they will attend the Barclays 43rd Annual Industrial Select Conference in Miami. Details of the conference are as follows: When: Wednesday, February 18, 2026 Attendees: Patrick Watson, Vice President and Chief Financial Officer Michael Pici, Vice President, Investor Relations Christopher Wiker, Senior Finance Director, Infrastructure About Kennametal With over 85 years as an industrial technology leader, Kennametal Inc. delivers productivity to customers through materials science, tooling and wear-resistant solutions. Customers across aerospace and defense, earthworks, energy, general engineering and transportation turn to Kennametal to help them manufacture with precision and efficiency. Every day approximately 8,100 employees are helping customers in nearly 100 countries stay competitive. Kennametal generated nearly $2 billion in revenues in fiscal 2025. Learn more at www.kennametal.com. Follow @Kennametal: Instagram, Facebook, LinkedIn and YouTube. Cision View original content:https://www.prnewswire.com/news-releases/kennametal-to-attend-barclays-43rd-annual-industrial-select-conference-302670331.html
The right investment can help protect against potential market volatility. The S&P 500 (^GSPC +0.41%) may have set records early in 2026, but nearly one-third of investors feel pessimistic about the market's next six months, according to the most recent weekly survey from the American Association of Individual Investors. Some of this pessimism may stem from fears of a potential artificial intellig...
The right investment can help protect against potential market volatility. The S&P 500 (^GSPC +0.41%) may have set records early in 2026, but nearly one-third of investors feel pessimistic about the market's next six months, according to the most recent weekly survey from the American Association of Individual Investors. Some of this pessimism may stem from fears of a potential artificial intelligence (AI) bubble. To be clear, there are no guarantees that an AI-related bear market or recession is coming. It is likely, though, that the market will experience a pullback eventually, regardless of what's happening in the AI industry. Stock prices can't keep rising forever, and it's wise to take steps now to ensure your portfolio is prepared to weather a downturn. And there's one ETF that could be an especially smart buy right now. How to limit risk while still building long-term wealth Investing in ETFs can go a long way toward limiting risk, as each fund contains a variety of stocks bundled together into a single investment. If you're worried about future market volatility, one of the safer options is a broad market fund, such as the Vanguard Total Stock Market ETF (VTI +0.36%). Expand NYSEMKT : VTI Vanguard Total Stock Market ETF Today's Change ( 0.36 %) $ 1.24 Current Price $ 343.27 Key Data Points Day's Range $ 342.29 - $ 343.73 52wk Range $ 236.42 - $ 343.73 Volume 327 This ETF holds more than 3,500 stocks from all corners of the market. While it does contain big players in the AI industry (more than one-third of the fund is devoted to the tech sector), it also holds thousands of other companies of all sizes, across all industries. That level of diversification can help protect your portfolio. If we face an AI bubble burst and tech stocks are hit hard, this ETF has plenty of other strong stocks to help it weather the storm. Since the Vanguard Total Stock Market ETF was launched in 2001, it's earned total returns of nearly 500% -- despite experiencing everything fro...
In recent trading, shares of Schlumberger Ltd (Symbol: SLB) have crossed above the average analyst 12-month target price of $39.06, changing hands for $39.80/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business d...
In recent trading, shares of Schlumberger Ltd (Symbol: SLB) have crossed above the average analyst 12-month target price of $39.06, changing hands for $39.80/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 16 different analyst targets within the Zacks coverage universe contributing to that average for Schlumberger Ltd, but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $25.00. And then on the other side of the spectrum one analyst has a target as high as $48.00. The standard deviation is $5.095. But the whole reason to look at the average SLB price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with SLB crossing above that average target price of $39.06/share, investors in SLB have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $39.06 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Schlumberger Ltd: Recent SLB Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 11 11 11 11 Buy ratings: 2 2 2 2 Hold ratings: 2 2 1 1 Sell ratings: 0 0 0 0 Strong sell ratings: 0 0 0 0 Average rating: 1.37 1.37 1.25 1.25 The average rating presented in the last...
This article first appeared on GuruFocus. TikTok (TIKTOK) has found a path to stay live in the U.S., setting up a new majority American-owned joint venture and naming Adam Presser as CEO to head off the threat of a nationwide ban. The new entity, TikTok USDS Joint Venture, will operate as an independent company with a seven-member board that is majority American. TikTok said the structure is built...
This article first appeared on GuruFocus. TikTok (TIKTOK) has found a path to stay live in the U.S., setting up a new majority American-owned joint venture and naming Adam Presser as CEO to head off the threat of a nationwide ban. The new entity, TikTok USDS Joint Venture, will operate as an independent company with a seven-member board that is majority American. TikTok said the structure is built around strict national-security safeguards, including protections for user data, tighter controls around the recommendation algorithm, content moderation oversight and software assurances. U.S. user data and the algorithm itself will be retrained, tested and secured on Oracle (NYSE:ORCL)'s U.S.-based cloud infrastructure. The board will include TikTok CEO Shou Chew alongside senior figures from TPG, Susquehanna, Silver Lake, DXC Technology (NYSE:DXC), Oracle and UAE-backed investment firm MGX. Presser and chief security officer Will Farrell both previously led TikTok's U.S. data security efforts, signaling continuity as the JV takes shape. The deal gives TikTok a workable compromise, addressing U.S. security concerns without shutting down the platform. President Donald Trump praised the agreement, while China's embassy said its position remains unchanged.
In recent trading, shares of HCA Healthcare Inc (Symbol: HCA) have crossed above the average analyst 12-month target price of $243.58, changing hands for $248.88/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental busine...
In recent trading, shares of HCA Healthcare Inc (Symbol: HCA) have crossed above the average analyst 12-month target price of $243.58, changing hands for $248.88/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 19 different analyst targets within the Zacks coverage universe contributing to that average for HCA Healthcare Inc, but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $160.00. And then on the other side of the spectrum one analyst has a target as high as $286.00. The standard deviation is $28.396. But the whole reason to look at the average HCA price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with HCA crossing above that average target price of $243.58/share, investors in HCA have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $243.58 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover HCA Healthcare Inc: Recent HCA Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 13 13 13 13 Buy ratings: 2 2 2 2 Hold ratings: 2 2 2 2 Sell ratings: 0 0 0 0 Strong sell ratings: 1 1 1 1 Average rating: 1.56 1.56 1.56 1.56 The average rating presente...