Nvidia Corp. , the dominant maker of artificial intelligence chips, invested an additional $2 billion in CoreWeave Inc. to help speed up an effort to add more than 5 gigawatts of AI computing capacity by 2030. Nvidia purchased CoreWeave Class A common stock at $87.20 a share, the companies said Monday. As part of the collaboration, CoreWeave will be among the first to deploy forthcoming Nvidia products, including storage systems and a new central processing unit, or CPU. Nvidia, already a CoreWeave investor, previously agreed to buy more than $6 billion in services from the firm through 2032. “The investment is confidence in their growth and confidence in CoreWeave’s management and confidence in their business model,” Nvidia Chief Executive Officer Jensen Huang said in an interview. But the partnership itself is more focused on aligning the two companies’ engineering work and getting computing capacity online, he said. The deal is just the latest example of Nvidia using its enormous resources to propel the broader artificial intelligence industry. The world’s most valuable company has pledged tens of billions of dollars toward AI companies, bankrolling the deployment of new infrastructure built with its products. CoreWeave shares were up 9% in premarket trading on Monday at $101.32. Nvidia’s stock slipped by less than 1%. The announcement also puts a spotlight on a new business avenue for Nvidia. The CPU, which carries the Vera brand, marks the first time the company has offered such a chip on a standalone basis. That means Nvidia will be challenging processors from Intel Corp. and Advanced Micro Devices Inc. inside data centers. The Vera product also could offer an alternative to in-house components that cloud providers use, such as Amazon.com Inc. ’s Graviton. Previous Nvidia CPUs have been only available as part of systems combined with other chips. “Vera is completely revolutionary,” Huang said of the CPU. He declined to name other customers for it besides CoreW...

Retail investors have been divesting Apple Inc. (NASDAQ:AAPL) shares while flocking to Nvidia Corp. (NASDAQ:NVDA) and Tesla Inc. (NASDAQ:TSLA) stocks. Retail investors have bought $15 billion of Nvidia stock since July 2025, outpacing all other Magnificent 7 companies combined, according to The Kobeissi Letter, which cited data from J.P. Morgan Equity Strategy & Quantitative Research. Tesla followed with $6 billion in net retail purchases. Retail investors are dumping Apple stock while piling into Nvidia and Tesla: Individual Investors purchased +$15 billion of Nvidia, $NVDA, stock since July 2025, the most among all Magnificent 7 stocks. This is more than the other 6 stocks combined. This was followed by +$6… pic.twitter.com/89lf3DHoDJ Don't Miss: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Just $0.85 a Share Sam Altman Says AI Will Transform the Economy — This Platform Lets Investors Back Private Tech Early The cumulative retail buying spree marks a significant shift in investor preferences among the tech giants, with Tesla trailing with $6 billion in net retail purchases over the same period. Apple Faces $4 Billion Outflow According to data, Apple experienced the opposite trend, posting $4 billion in retail net outflows over the same period. The stark contrast highlights changing retail sentiment toward the iPhone maker compared to AI-focused competitors. “Retail seems to be ditching Apple for now,” The Kobeissi Letter noted. Notably, Sen. Markwayne Mullin (R-Okla.) recently purchased six Magnificent 7 stocks in late December, excluding Tesla. See Also: If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it? Other Tech Giants Trail Behind Meta Platforms Inc. (NASDAQ:META) and Amazon.com Inc. (NASDAQ:AMZN) each attracted over $3 billion in retail purchases, while Microsoft Corp. (NASDAQ:MSFT) and Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) saw over $2 billion each. Despite mix...

Retail Investors Dump Apple Stock While Nvidia, Tesla See Massive Inflows Yahoo Finance

Catherine Delahaye/DigitalVision via Getty Images Organic food company Once Upon a Farm ( OFRM ) said it is targeting a valuation of $764M in its IPO. The Berkeley, California-based company co-founded by Jennifer Garner is seeking up to nearly $209 million by offering about 11M shares priced between $17 and $19 apiece. Once Upon a Farm said its success in developing nutritious food that kids love and parents feel good providing has resulted in a remarkable growth trajectory. "We have surpassed $318 million in in-store retail sales, according to management estimates, and are the #1 brand driving dollar growth in the categories we play in for the 52 weeks ended September 7, 2025. Our products are available in the aisles where parents frequently shop and are sold in more than 25,000 doors nationwide across U.S. Multi-Outlet and the Natural Expanded channel. We have strong relationships with well-known retailers, both in brick-and-mortar stores and e-commerce." The company highlighted that sales increased to $225.9 million in the twelve months ended September 30, 2025, representing a CAGR of 56.2% from the $66.3M generated in the year that ended on December 31, 2022. Gross margins increased by 247 basis points to 41.7% from 39.3% during the same period, and its adjusted EBITDA loss narrowed to $2.4 million from $14.0 million. Once Upon a Farm was founded in 2015 by Cassandra Curtis and Ari Raz, inspired by Curtis’s desire to create wholesome, convenient baby food that matched the quality she prepared at home for her child. The freshly made, cold-pressed recipes quickly attracted attention, leading to a partnership with John Foraker, former CEO of Annie’s, and actress Jennifer Garner, who boosted the company’s public profile and supported its mission. To support aggressive growth across retail and direct-to-consumer platforms, strategic investments have been crucial to the company. A notable event occurred in 2021, when Once Upon a Farm acquired Raised Real, incorporatin...

山西太旧高速改扩建工程挡墙坍塌事故原因公布，事故造成五名作业人员死亡，相关责任调查工作被中国交通部挂牌督办，涉事的20余人被问责。 综合央视网、澎湃新闻消息，阳泉市应急管理局星期一（1月26日）在网站公布《阳泉平定山西路桥第五工程有限公司“3·17”较大坍塌事故调查报告》。 去年3月17日，由山西路桥第五工程公司施工建设的太旧高速公路改扩建工程，位于聂家庄的2号拌合站施工现场发生一起挡墙坍塌事故，致五人死亡，直接经济损失约823.11万元（人民币，149万新元）。 经调查认定，这起较大生产安全责任事故的起因，是装载机违规行驶，停靠在基坑挡墙回填土区域内，导致回填土侧压力增大，加上基坑挡墙没有基础埋深，造成挡墙坍塌、五名作业人员被压埋致死。 报告指出，除了事故单位、相关单位和监管部门均出现责任问题外，平定县冶西镇地方政府也涉对工地工程跟踪督促不到位。 报告建议，将两人依法移送司法机关处理，给予党纪政务处分10人，给予党纪政务处分及行政处罚六人，其他处理七人。此外，事故调查报告也对四家企业和两个监管部门提出处理建议。

Welcome to our guide to the commodities driving the global economy. Today, Asia oil team leader Serene Cheong explores the soaring cost of transporting oil by sea. An expanding array of geopolitical risks — as well as surging crude supply — have pushed already elevated costs to hire oil tankers even higher . After jumping more than 30% in the second half of last year, the Baltic Dirty Tanker Index has shot up another third so far in 2026. The gauge, which tracks transportation costs on several major global routes for crude, is now at the highest in almost three years. Underpinning recent gains has been US President Donald Trump’s takeover of Venezuela’s oil sales. Major traders such as Vitol Group and Trafigura Group have been busy seeking vessels to ship the country’s crude to refineries on the US Gulf Coast and in Europe. Shipbrokers said the extra Venezuelan cargoes have exacerbated an already tight tanker market, which has been boosted by bad weather in some regions. As well as driving up costs on key routes around the Americas, Trump’s oil grab is pulling in tankers from other parts of the world, including the Middle East, where Saudi Arabia and Iraq have recently ramped up exports. At the same time, international sanctions on large oil-producing states have pushed volumes into storage at sea. Increased Western pressure on Russian and Iranian exports has resulted in a growing hoard of crude on tankers, slowing the recirculation of ships into the market. One hope for an easing of tanker rates rests on a resumption of traffic through the Red Sea, which would slash sailing times between Europe and Asia. Yet given the current unrest in Iran and nervousness over recent US threats to intervene , optimism is fading that ships will return any time soon. For now, it’s likely that rates will remain steep. And for oil producers struggling with lackluster prices for their output, there’s scant cash to spare to ship it out. — Serene Cheong, Bloomberg News Chart of the day G...

J.P. Morgan Maintains Broadcom(AVGO.US) With Buy Rating, Maintains Target Price $475 富途资讯

J.P. Morgan Maintains Broadcom(AVGO.US) With Buy Rating, Maintains Target Price $475 富途牛牛

Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. One of the most prolific venture capitalists of the past 20 years is looking to share some wisdom to the next generation of investors and job seekers. Benchmark general partner Bill Gurley is seen as a heavyweight in Silicon Valley. His claim to fame is an $11 million bet on Uber (UBER) in 2011. But other key investments have included Twitter and Nextdoor (NXDR). Indeed, Gurley has seen it all over the course of his career, everything from the dot.com bubble burst to the current emergence of the AI revolution. He even worked on the Amazon (AMZN) IPO! In his new book dubbed Runnin' Down a Dream: How to Thrive in a Career You Actually Love, Gurley shares several principles to finding success in one’s career. Yahoo Finance Executive Editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with Gurley to discuss observations he makes in his book and the outlook for tech in a new defining era. Listen on your favorite podcast platform or watch on our website for full episodes of Opening Bid Unfiltered. Yahoo Finance's Opening Bid Unfiltered is produced by Langston Sessoms.

Danish energy trader InCommodities picks Shell veteran for Asia-Pacific CEO role Reuters

Martin Ødegaard says that Arsenal’s near misses in the Premier League over the past three seasons are on the players’ minds – but only in a way to motivate them to go all the way this time. The captain sought to push a line that Mikel Arteta has also mentioned – the need to stay in the moment and blot out the external noise – as he reflected on Sunday’s 3-2 home defeat by Manchester United. However, the Norwegian midfielder did admit that his club’s run of three successive runners-up finishes was a part of the picture. “Obviously it is a factor,” Ødegaard said. “But it can be a good factor as well. It gives you more fuel and more hunger and determination to get it done. I think we have experienced in all those seasons that it is a long run and a lot of things happen. Be together now. Look for the next game and bounce back.” Arsenal are back in action in the Champions League on Wednesday night when they play Kairat Almaty of Kazakhstan at the Emirates Stadium, looking to make it a perfect eight wins out of eight in the league phase of the competition. They have guaranteed their progress into the last 16. It is Saturday’s trip to Leeds in the league that is on the minds of the Arsenal fanbase after the United defeat meant their team had taken two points from three matches. Arsenal’s lead at the top over Manchester City and Aston Villa is down to four points and it has been easy to feel the anxiety, certainly among the supporters in the ground on Sunday. “I didn’t feel that, to be honest,” Ødegaard said. “I was so focused on the game. The important thing is to stay in the moment. We can’t listen too much to the expectations and everything around it. We weren’t good enough [against United] and we have to learn from that.” It was Arsenal’s first home defeat and their third in total; all of them have been in the league. It was also the first time they had conceded three goals since the 4-3 win at Luton in December 2023. The worry was how they lost their way after going 1-...

The boss of Waterstones has defended the government’s approach to the high street, arguing that controversial changes to business rates were “sensible” and had benefited outlets in struggling areas. James Daunt said the bookseller’s total business rates bill for this year was going to be similar to last year’s as big increases at large, successful sites such as its flagship on London’s Piccadilly had been offset by “quite significant” decreases at shops in more troubled locations. He said he believed “our main advantage is that we will get neighbours back again” in places such as Newport in Wales, Grimsby in Lincolnshire and Barrow-in-Furness in Cumbria, as retailers might now consider reopening amid lower business rates. The chancellor, Rachel Reeves, has faced a backlash over the looming tax changes from leisure businesses, particularly pubs, which had faced a 76% rise on average over the next three years. She has now promised a support package to mitigate the impact that could come as early as Tuesday, but confirmed at Davos last week that the support would only be for pubs and not the wider hospitality sector. The boss of Waterstones, which has 316 bookshops in the UK, including Foyles, Blackwells as well as its main chain and Barnes & Noble in the US, was also relaxed about the higher legal minimum wage and much-criticised increases to employers’ national insurance contributions that came in last April. Daunt said Waterstones had seen extra costs as a result but “from our perspective nothing we are being asked to do are things that don’t feel manageable and reasonable”. “I have been complaining long and hard all through the Conservative years about government failing to support the high street and particularly less affluent high streets where [we paid] totally disproportionate business rates,” he said, arguing that the Labour government was now “trying to do sensible things” to help. Daunt’s argument that rates are good for small retailers runs counter to comme...

Brussels sprouts are for life, not just for Christmas. They’re still making a regular appearance in our house, from shredded and stir-fried with chilli and spice, to roasted and dressed, as in this salad. And what a salad it is: with a caesar-esque dressing, it is crisp, salty and crunchy, and hits all the right notes. You can bulk it out, if you like, by topping it with a few soft, jammy boiled eggs cut into wedges or some shredded leftover chicken. However, it is pretty perfect as it is, as a light lunch or side. Roast sprout salad with anchovies and parmesan Prep 10 min Cook 35 min Serves 2 as a main 500g brussels sprouts, trimmed Olive oil 2 tbsp white-wine vinegar, or cider vinegar Sea salt and black pepper 125g ciabatta (about ½ loaf) 1 small garlic clove, peeled and roughly chopped 4 anchovy fillets 1 shallot, peeled and finely chopped 25g parmesan 2 little gems, trimmed ½ bunch fresh chives, finely chopped Heat the oven to 240C (220C fan)/475F/gas 9. Halve the sprouts, put them in a large roasting tray and drizzle with two tablespoons of olive oil and a tablespoon of the vinegar, then season generously. Really massage everything into the sprouts, then pop them in the oven for 15 minutes. Tear the ciabatta into small, bite-size pieces and toss these through the roast sprouts. Drizzle with a little more olive oil, then return to the oven for 10-15 minutes, until everything is crisp, slightly charred around the edges and tender. Remove and cool slightly. Meanwhile, make the dressing. In a mortar, pound the garlic with a pinch of sea salt until creamy, then add the anchovies and keep pounding until they have broken down. Muddle in the chopped shallot, two tablespoons of olive oil and the remaining tablespoon of vinegar, then season with black pepper. Finely grate in half of the parmesan and stir with the pestle, adding a little more olive oil to loosen if need be – you want a thick, creamy dressing. Cut the little gems into thin wedges. Stir the dressing through...

The Real Story – A Column -Analysis by “Bagger” – Guest Commentary From A Learned Sage Intel’s $90 Billion Question This is the fifth story we have written about what is really happening with Intel, both worldwide and here in Hillsboro. Advising me has been a 45-year veteran of the Silicon Forest and its biggest players, whom I have come to call Bagger. He sees what others do not. This weekend, we did a deep dive and compared our notes; this is our report. We feel Intel’s swings in our jobs, traffic, and housing. From the highly advanced Ronler Acres complex, where the parking lot is not as full as it once was, to Fab 4 in Aloha (Or), which opened in 1976, the company and our community share our past and our future. At this 2026 time marker, it was time once again to check in with my seer on all matters. Intel. Bagger Vance, as I have nicknamed him, sent me this latest take; it cut through a lot of Wall Street noise, so I’m sharing it here. I thought it might be opportune to take another look at Intel, considering its recent earnings and all the volatility surrounding the new year. I asked my friend Bagger for his thoughts, and he started with a good question: “How does Intel go about spending nearly $90B in capex (capital expenditures) over the past four years, and not have adequate capacity to meet the current market demand — all while producing only 10% of their 2025 wafers on that recent capex?” Tech-fluent readers would say it takes a long time to bring new capex online, but when you walk through each investment, that excuse doesn’t completely hold up. The Market’s Anger – and Intel’s Silence The devil is in the details of what went wrong and who is to blame for Intel’s most recent miscues. As Bagger was quick to point out, the problems are likely to be resolved early this year, but that doesn’t excuse the way Intel has managed to confuse the market and the analysts who follow the company. The anger was palpable on the most recent earnings call, with Stacy Rasg...

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Sovran Advisors LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 41.4% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 10,544 shares of the semiconductor company's stock after acquiring an additional 3,085 shares during the quarter. Sovran Advisors LLC's holdings in Taiwan Semiconductor Manufacturing were worth $3,197,000 as of its most recent filing with the SEC. Get TSM alerts: Sign Up Several other hedge funds and other institutional investors have also made changes to their positions in TSM. Heartwood Wealth Advisors LLC acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter valued at about $32,000. Resources Management Corp CT ADV acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the second quarter valued at approximately $32,000. Mid American Wealth Advisory Group Inc. purchased a new position in shares of Taiwan Semiconductor Manufacturing during the second quarter worth approximately $33,000. First Command Advisory Services Inc. increased its holdings 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 valued at $36,000 after acquiring an additional 101 shares during the period. Finally, Fairman Group LLC raised its position in Taiwan Semiconductor Manufacturing by 171.2% in the 3rd quarter. Fairman Group LLC now owns 141 shares of the semiconductor company's stock valued at $39,000 after purchasing an additional 89 shares during the last quarter. Institutional investors and hedge funds own 16.51% of the company's stock. More Taiwan Semiconductor Manufacturing News Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week: Analyst Ratings Changes TSM has been the topic of several research reports. Barclays raised their price...

Americans could see an extra $100 billion in tax refunds this year, according to a Bank of America economist.

ANDOVER, Mass., Jan. 26, 2026 (GLOBE NEWSWIRE) -- MKS Inc. (NASDAQ: MKSI), a global provider of enabling technologies that transform our world, today announced that the Company will release fourth quarter and full year 2025 financial results after market close on Tuesday, February 17, 2026. A conference call with management will be held on Wednesday, February 18, 2026 at 8:30 a.m. (Eastern Time). A live and archived webcast of the call can be accessed on the company’s website at https://investor.mks.com/, or by registering as a Participant by clicking here. We encourage participants to register at least 15 minutes prior to the start of the call. About MKS Inc. MKS Inc. (NASDAQ: MKSI) enables technologies that transform our world. We deliver foundational technology solutions to leading edge semiconductor manufacturing, electronics and packaging, and specialty industrial applications. We apply our broad science and engineering capabilities to create instruments, subsystems, systems, process control solutions and specialty chemicals technology that improve process performance, optimize productivity and enable unique innovations for many of the world’s leading technology and industrial companies. Our solutions are critical to addressing the challenges of miniaturization and complexity in advanced device manufacturing by enabling increased power, speed, feature enhancement, and optimized connectivity. Our solutions are also critical to addressing ever-increasing performance requirements across a wide array of specialty industrial applications. Additional information can be found at www.mks.com.

TORONTO, Jan. 26, 2026 (GLOBE NEWSWIRE) -- PIMCO Canada Corp. (“PIMCO Canada”) is expanding its Canadian mutual fund and exchange-traded fund series offerings with the launch of PIMCO Managed Balanced Portfolio (the “Fund”). The Fund’s investment strategy offers a comprehensive and globally diversified 60/40 solution, with allocations that reflect PIMCO’s forward-looking views driven by the firm’s time-tested investment process. The Fund’s asset allocation includes a 60% allocation to passive global equity ETFs across developed and emerging markets, and a 40% allocation to PIMCO actively managed fixed income funds. The fixed income allocation includes flexible, multi-sector funds that emphasize PIMCO’s highest conviction ideas as well as high-quality core and credit funds. “Investors are increasingly focusing on global diversification in today’s complex macroeconomic landscape. The PIMCO Managed Balanced Portfolio offers investors a one-ticket solution to access a global and diverse investment strategy, which pairs passive exposure to developed and emerging equities with active fixed income,” said Greg Tsagogeorgas, Co-Head of PIMCO Canada. The Fund will be managed by a team of portfolio managers: Emmanuel Sharef, Executive Vice President; Erin Browne, Managing Director; Vinayak Seshasayee, Executive Vice President. An initial tranche of 50,000 ETF series units of the Fund has been issued at $20 per unit and will commence trading on the TSX on January 26, 2026 under the ticker PBAL. The Fund also offers traditional mutual fund series. About PIMCO PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, drawing upon our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions...

Clay, N.Y. – Longtime Clay Supervisor Damian Ulatowski will not seek re-election in November, opening the post as Micron Technology builds a memory chip plant that promises to bring historic changes to the town, already Onondaga County’s largest. Ulatowski, 71, a Republican, told syracuse.com | The Post-Standard he will step away as town supervisor when his term expires at the end of the year. “After almost 20 years at the helm, I think it’s time to pass the baton,” he said. The Town of Clay Republican Committee has endorsed Deputy Town Supervisor Joe Bick to run for the post in November. Bick also serves as the chairman of the Onondaga County Republican Committee. The town’s Democratic Committee has not yet made an endorsement for the post, which pays $85,284 a year. Ulatowski has served on the town board since 2000. He was appointed supervisor in 2008, filling the unexpired term of his predecessor, Jim Rowley. He won election to the position in 2009 and won re-election eight times. Ulatowski said he will be 72 by the end of the year and wants to spend more time with his wife, Mary Ellen. The couple has been married for 48 years. He declined to call the move a retirement, though, saying he will not rule out running for a different political office in the future. “I’m very, very proud of what we have accomplished,” he said. “Who knows, maybe I can bring that talent somewhere else.” Damian Ulatowski seated at Clay Town Hall in 2008. (Mike Greenlar | syracuse.com) Mike Greenlar | syracuse.com Born in Buffalo, Ulatowski spent most of his childhood in the Chenango County town of Sherburne. He moved to Clay after college and started an employee benefits company in 1991. He sold the company five years ago. About a year ago, Ulatowski resigned from the supervisor’s job for four days, then the town board reappointed him. The moves allowed him to begin taking his state pension. With 60,000 residents, Clay is the most populous town in the county. And the Syracuse suburb is ab...

SANTA CLARA, Calif. & LIVINGSTON, N.J.--(BUSINESS WIRE)--NVIDIA (Nasdaq: NVDA) and CoreWeave, Inc. (Nasdaq: CRWV) today announced an expansion of their long-standing complementary relationship to enable CoreWeave to accelerate the buildout of more than 5 gigawatts of AI factories by 2030 to advance AI adoption at global scale. In addition, NVIDIA has invested $2 billion in CoreWeave Class A common stock at a purchase price of $87.20 per share. The investment reflects NVIDIA’s confidence in CoreWeave’s business, team and growth strategy as a cloud platform built on NVIDIA infrastructure. Demand for AI continues to grow exponentially and the need for compute has never been greater. To help meet this demand, NVIDIA and CoreWeave are deepening their infrastructure, software, and platform alignment. The companies intend to: Build AI factories developed and operated by CoreWeave using NVIDIA’s leading accelerated computing platform technology to meet customer demand. Leverage NVIDIA’s financial strength to accelerate CoreWeave’s procurement of land, power and shell to build AI factories. Test and validate CoreWeave’s AI-native software and reference architecture, including SUNK and CoreWeave Mission Control, to unlock deeper interoperability and work towards including those offerings within NVIDIA’s reference architectures for NVIDIA’s cloud partners and enterprise customers. Deploy multiple generations of NVIDIA infrastructure across CoreWeave’s platform through early adoption of NVIDIA computing architectures, including the Rubin platform, Vera CPUs and Bluefield storage systems. “AI is entering its next frontier and driving the largest infrastructure buildout in human history,” said Jensen Huang, founder and CEO of NVIDIA. “CoreWeave’s deep AI factory expertise, platform software, and unmatched execution velocity are recognized across the industry. Together, we’re racing to meet extraordinary demand for NVIDIA AI factories—the foundation of the AI industrial revolution...

3dts/iStock via Getty Images Co-authored by Kody's Dividends In his 1949 classic The Intelligent Investor , the father of value investing, Benjamin Graham, laid out a framework that prioritized financial stability and long-term reliability. One of the most memorable quantitative benchmarks was the requirement for a company to have a record of uninterrupted dividend payments for at least 20 consecutive years. Of course, that's not always possible for companies with shorter corporate histories. However, it's something that I view as a fantastic starting point for more established companies with an added twist. I like to cover companies with either 20-plus-year dividend growth streaks or companies that I can envision making it to such a feat. In my view, this is the gold standard for separating the best compounders from the rest. That brings me to my focus for today, which is CMS Energy ( CMS ). When Kody last covered the utility for Brad Thomas with a "Buy" rating in January 2025 , he thought that economic development in Michigan was a positive for the regulated utility's five-year capital spending plan. At the time, he thought shares were discounted as well. Almost a year later, I'm reiterating Kody's "Buy" rating. CMS's current five-year spending plan is $20 billion, which is up from $17 billion for 2024 through 2028. This is also likely to be raised further on the upcoming Q4 2025 earnings call, which should support high single-digit annual adjusted EPS growth. CMS possesses a BBB+ S&P credit rating with a stable outlook, too. The final support for my "Buy" case is the fact that shares are priced at a double-digit percentage discount to my fair value estimate. CMS Energy Has A Bright Future Ahead CMS Energy Q3 2025 Earnings Press Release On Oct. 30, CMS released its financial results for the third quarter ended Sept. 30, 2025. The company's operating revenue jumped 15.9% year-over-year to $2.02 billion during the quarter. For more perspective, that was $210 million...

Just_Super/E+ via Getty Images I have a Strong Buy rating for Willdan Group ( WLDN ) stock. To back this up, my thesis is that Willdan is vertically integrated and arbitraging the Regulatory Lag in U.S. grid modernization. By authoring the load growth studies (via E3) that mandate infrastructure upgrades, Willdan pre-sells its own high-margin construction services (via APG/Enica). This funnel secures recurring high-visibility revenue in a chaotic energy market. The major risk is Labor Beta, as 82% of contracts are capped (Fixed/Unit-Based) when high-voltage engineering labor costs are hyperinflationary. If wage inflation outpaces the escalator clauses in utility contracts, the currently expanding 36.9% gross margins can invert to impact earnings leverage (revenue growth < Adjusted EBITDA growth < Adjusted Diluted EPS growth). Willdan IR Monetizing Regulatory Lag Willdan's stock price appreciation over the long term is based on a factor beyond the aggregate demand for electricity. The factor is that Willdan has the capability to arbitrage the regulatory lag through its vertically integrated E3-to-APG service funnel. I am focusing on the above general data center demand. WLDN's alpha lies in the Architect-to-Builder conversion ratio. To clarify more, Willdan's subsidiary, E3, is currently authoring the regulatory framework and load growth studies for major utilities and hyperscalers. For example, it has done the Amazon rate design study and the Virginia grid impact study. This upfront policy work is growing at 50% organically and serves as a non-competitive lead generation engine for Willdan's downstream implementation arms. By defining the problem at the regulatory level (E3), Willdan creates an advantage for its engineering divisions (APG and Enica) as the pre-validated solution providers before RFPs (Requests for Proposals) hit the market. This structural advantage is observable in the divergence between headcount growth and revenue per employee. Headcount has reac...

Oracle picked to handle drug safety for rare-drug trials Stock Titan

"From the very beginning, our collaboration has been guided by a simple conviction: AI succeeds when software, infrastructure, and operations are designed together," said Michael Intrator, co-founder, chairman, and CEO, CoreWeave. "NVIDIA is the leading and most requested computing platform at every phase of AI – from pre-training to post-training – and Blackwell provides the lowest cost architecture for inference. This expanded collaboration underscores the strength of demand we are seeing across our customer base and the broader market signals as AI systems move into large-scale production." Story Continues The collaboration builds on CoreWeave’s purpose-built cloud, software, and operational expertise, extending proven capabilities that enable customers to run the most demanding AI workloads efficiently, reliably and at scale. About NVIDIA NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing. NVIDIA Forward-Looking Statements Certain statements in this press release including, but not limited to, statements as to: AI entering its next frontier and driving the largest infrastructure buildout in human history; together, NVIDIA and CoreWeave racing to meet extraordinary demand for NVIDIA AI factories—the foundation of the AI industrial revolution; the benefits, impact, and performance of NVIDIA’s products, services, and technologies; expectations with respect to the expansion of the relationship between NVIDIA and CoreWeave; expectations with respect to technology developments; expectations with respect to demand for AI; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the "safe harbor" created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertaintie...

Oracle's leading safety platform will help Voisin enhance compliance, mitigate risk, and expand global service offerings for its pharmaceutical clients AUSTIN, Texas, Jan. 26, 2026 /PRNewswire/ -- Voisin Consulting Life Sciences (VCLS), a well-established contract research organization (CRO) with a focus on unmet medical need and rare drug clinical trials, has chosen Oracle Argus to significantly enhance its global pharmacovigilance operations. By choosing Argus, VCLS will gain proven tools to enhance and deliver comprehensive, end-to-end pharmacovigilance services to its diverse global clientele. "As a CRO deeply invested in specialized clinical trials, delivering cutting-edge and highly efficient pharmacovigilance services is fundamental to our success and the safety of our clients' patients," said Dr. Emmanuelle Voisin, founder and chief executive officer, VCLS. "Oracle Argus provides the advanced features, configurability, and reporting requirements we need to scale our operations, boost efficiency, and provide superior service to our expanding client roster." VCLS chose Oracle Argus for its comprehensive capabilities, industry leadership, and proven track record. Oracle Argus solution will help VCLS strengthen its safety services and meet complex sponsor requirements to support a wide array of clients. "With today's complex regulations, CROs need a dependable, advanced safety solution," said Seema Verma, executive vice president and general manager, Oracle Health and Life Sciences. "This collaboration demonstrates Oracle's commitment to providing life sciences organizations with the safety technology required to accelerate drug development and support patient safety worldwide." Oracle Argus is an industry-leading, trusted solution for processing, analyzing, and reporting adverse event cases originating in pre-market and post-market drugs, biologics, vaccines, devices, and combination products. Oracle has been a Leader in the IDC MarketScape: Worldwide Life Scie...

Too many investors are still looking right past a fantastic opportunity outside the artificial intelligence (AI) space. It's been a tough couple of years for Constellation Brands (STZ 1.21%) shareholders. Despite a recent rebound effort, the stock's still down to the tune of 40% from its early-2024 peak, reflecting a headwind the entire booze business has faced during the stretch. As the old saying goes, though, nothing lasts forever. In fact, now may be the right time to plow into this prolonged pullback in anticipation of a continued turnaround. Here are the four top reasons why you might want to make this move sooner than later. 1. Constellation owns two of the best brands in the beer business Constellation offers a small range of premium sprits like High West whiskey and Casa Noble tequila, along with Ruffino and Drylands wine. Its biggest and best-known products are premium beer brands Modelo and Corona, however, which together account for about 90% of its total revenue. This is no trivial detail either. While a recent Gallup Poll indicates a multi-decade low of 54% of U.S. adults now regularly consume alcohol, when the few who do still drink it do so, they're opting for higher-quality premium brands like Constellation's. That doesn't mean Modelo and Corona sidestepped the broad decline in beer consumption, to be clear. Like many of its direct and indirect competitors, this company's beer revenue is down to the tune of 4% through the nine fiscal months ending in November. It just means that once the cyclical and economically sensitive beer business rebounds, Constellation Brands is well-positioned to capitalize on that recovery. 2. It's tightening its focus on the right products In the meantime, the company is rethinking its non-beer brands, and shedding the ones that don't make enough sense to stick with from here. Case in point: In June of last year, Constellation sold its Woodbridge, Meiomi, Robert Mondavi Private Selection, Cook's, and SIMI wine brands so -...

Tesla expands Fremont footprint with 108,000-square-foot R&D lease near factory The Business Journals

mtcurado/iStock Unreleased via Getty Images Air Lease ( AL ) delivered one new Boeing ( BA ) 737-8 aircraft to Air Canada ( ACDVF ) ( AC:CA ), marking the first of five jets scheduled to enter the airline’s fleet this year under a long-term lease agreement signed in 2023. The aircraft comes directly from Air Lease’s order book and represents the latest addition to Air Canada’s growing narrowbody fleet as the carrier continues to modernize its operations. “Air Lease is pleased to deliver from our order book this first of five Boeing 737-8 aircraft on lease to our long-time customer, Air Canada,” John Plueger, chief executive officer and president of Air Lease ( AL ), said in a statement. The remaining four Boeing ( BA ) 737-8 aircraft covered by the lease agreement are scheduled to be delivered to Air Canada later in 2026. The 737-8 is part of Boeing’s 737 Max family and is designed to offer lower fuel consumption and operating costs compared with earlier-generation narrowbody aircraft. Air Canada has been steadily expanding and upgrading its fleet as it balances capacity growth with efficiency and sustainability goals. More on Air Lease Air Lease ends 2025 with 535 aircraft, including managed fleet and strong order book Air Lease announces merger agreement with Sumitomo, SMBC Aviation Capital, Apollo and Brookfield Seeking Alpha’s Quant Rating on Air Lease Historical earnings data for Air Lease Dividend scorecard for Air Lease

Piper Sandler Maintains Advanced Micro Devices(AMD.US) With Buy Rating, Raises Target Price to $300 富途资讯