Data from Stocktwits indicated that retail sentiment on SPY and QQQ was stabilizing. Traders digested signs of a potential de-escalation in the Iran conflict and sharply cooling crude prices. However, threats from Iran’s Revolutionary Guards and a potential discussion among G7 energy ministers about releasing strategic oil reserves continue to keep markets on edge. Nvidia is reportedly pitching a ...
Data from Stocktwits indicated that retail sentiment on SPY and QQQ was stabilizing. Traders digested signs of a potential de-escalation in the Iran conflict and sharply cooling crude prices. However, threats from Iran’s Revolutionary Guards and a potential discussion among G7 energy ministers about releasing strategic oil reserves continue to keep markets on edge. Nvidia is reportedly pitching a new open-source AI agent platform called NemoClaw to large enterprise players, including Google and Salesforce. Wall Street is gearing up for a choppy session after U.S. stock futures turned green in early Tuesday pre-market trade. Traders continue to track the latest developments in Iran after President Trump indicated a potential end to the Iran war and possible removal of sanctions. However, Iran’s Revolutionary Guards have countered with threats of a total blockade, and G7 energy ministers are meeting today to discuss releasing strategic reserves. As of 4:15 a.m. ET on Tuesday, Nasdaq futures rose 0.5%, Dow, S&P, and the Russell 2000 futures rose 0.3%. Meanwhile, retail sentiment toward the SPDR S&P 500 ETF (SPY), an exchange-traded fund that tracks the S&P 500 Index, has moderated to ‘neutral’ from ‘bearish’ a day ago, and the Invesco QQQ Trust (QQQ) ETF, which tracks the Nasdaq 100 Index, has remained flipped to ‘bullish’ from ‘bearish’ amid high message volumes. Trending Stocks To Watch Watch out for oil stocks (USO, INDO, BATL, TPET) after crude oil prices cooled significantly, with signals that the Iran conflict may be ending soon. Nvidia (NVDA): The chipmaker is reportedly pitching a new open-source AI agent platform called "NemoClaw" to giants like Google and Salesforce. Taiwan Manufacturing Co (TSMC): Meanwhile, Nvidia’s partner has reported a 30% revenue surge for Jan-Feb, highlighting the relentless demand for AI infrastructure. Hewlett-Packard Enterprise (HPE): The shares rose in after-hours trading post its latest earnings report. The CEO said that the compa...
Volkswagen CFO Arno Antlitz comments on earnings, cost savings and the outlook for growth in China. He speaks to Bloomberg's Oliver Crook after the firm, Europe’s largest automaker, forecast an operating return in a range of 4% to 5.5% this year as higher raw material costs, intense competition and geopolitical tensions combine for a challenging outlook. (Source: Bloomberg)
Volkswagen CFO Arno Antlitz comments on earnings, cost savings and the outlook for growth in China. He speaks to Bloomberg's Oliver Crook after the firm, Europe’s largest automaker, forecast an operating return in a range of 4% to 5.5% this year as higher raw material costs, intense competition and geopolitical tensions combine for a challenging outlook. (Source: Bloomberg)
Dimensional Fund Advisors LP raised its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 2.1% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 9,322,028 shares of the social networking company's stock after purchasing an additional 190,000 shares during the period. Meta Platforms m...
Dimensional Fund Advisors LP raised its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 2.1% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 9,322,028 shares of the social networking company's stock after purchasing an additional 190,000 shares during the period. Meta Platforms makes up approximately 1.5% of Dimensional Fund Advisors LP's holdings, making the stock its 4th largest holding. Dimensional Fund Advisors LP owned approximately 0.37% of Meta Platforms worth $6,846,454,000 at the end of the most recent reporting period. Get Meta Platforms alerts: Sign Up Other hedge funds have also recently added to or reduced their stakes in the company. Goldstone Financial Group LLC lifted its position in Meta Platforms by 44.4% during the third quarter. Goldstone Financial Group LLC now owns 3,752 shares of the social networking company's stock valued at $2,756,000 after buying an additional 1,153 shares during the period. CW Advisors LLC grew its position in shares of Meta Platforms by 27.8% in the 2nd quarter. CW Advisors LLC now owns 176,762 shares of the social networking company's stock worth $130,467,000 after buying an additional 38,432 shares during the period. Ashton Thomas Private Wealth LLC grew its position in shares of Meta Platforms by 34.2% in the 3rd quarter. Ashton Thomas Private Wealth LLC now owns 52,252 shares of the social networking company's stock worth $38,373,000 after buying an additional 13,311 shares during the period. Cherokee Insurance Co bought a new position in shares of Meta Platforms in the 2nd quarter worth about $3,321,000. Finally, Becker Capital Management Inc. increased its stake in shares of Meta Platforms by 5.0% in the 3rd quarter. Becker Capital Management Inc. now owns 35,052 shares of the social networking company's stock worth $25,741,000 after acquiring an additional 1,657 shares in the last quarter. Instit...
Smith Chas P & Associates PA Cpas lowered its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 82.2% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 426 shares of the social networking company's stock after selling 1,964 shares during the quarter. Smith Chas P & Associates PA Cpas' holdings in Meta Platform...
Smith Chas P & Associates PA Cpas lowered its position in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 82.2% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 426 shares of the social networking company's stock after selling 1,964 shares during the quarter. Smith Chas P & Associates PA Cpas' holdings in Meta Platforms were worth $313,000 as of its most recent filing with the SEC. Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Dimensional Fund Advisors LP raised its holdings in Meta Platforms by 2.1% in the 3rd quarter. Dimensional Fund Advisors LP now owns 9,322,028 shares of the social networking company's stock valued at $6,846,454,000 after acquiring an additional 190,000 shares during the last quarter. BTS Asset Management Inc. boosted its holdings in shares of Meta Platforms by 7.9% during the third quarter. BTS Asset Management Inc. now owns 697 shares of the social networking company's stock worth $512,000 after purchasing an additional 51 shares during the last quarter. United American Securities Inc. d b a UAS Asset Management boosted its holdings in shares of Meta Platforms by 3.6% during the third quarter. United American Securities Inc. d b a UAS Asset Management now owns 46,265 shares of the social networking company's stock worth $33,976,000 after purchasing an additional 1,613 shares during the last quarter. Pinnacle Holdings LLC purchased a new stake in shares of Meta Platforms in the third quarter valued at $314,000. Finally, Insigneo Advisory Services LLC grew its position in shares of Meta Platforms by 10.0% in the third quarter. Insigneo Advisory Services LLC now owns 44,604 shares of the social networking company's stock valued at $32,756,000 after purchasing an additional 4,060 shares during the period. 79.91% of the stock is owned by hedge funds and other institutional investors. Get Meta Plat...
syahrir maulana/iStock via Getty Images Fund Performance Royce Small-Cap Opportunity Fund advanced 11.9% in 2025, trailing its benchmark, Russell 2000 Value Index, which was up 12.6% for the same period. Relative results over long-term periods were better: the Fund beat its benchmark for the 3-, 5-, 10-, 15-, 20-, 25-year, and since inception (11/19/96) periods ended 12/31/25. What Worked... and W...
syahrir maulana/iStock via Getty Images Fund Performance Royce Small-Cap Opportunity Fund advanced 11.9% in 2025, trailing its benchmark, Russell 2000 Value Index, which was up 12.6% for the same period. Relative results over long-term periods were better: the Fund beat its benchmark for the 3-, 5-, 10-, 15-, 20-, 25-year, and since inception (11/19/96) periods ended 12/31/25. What Worked... and What Didn’t Five of the portfolio’s 10 equity sectors made a positive impact on performance in 2025, with Industrials, Information Technology, and Financials making the largest positive contributions were while Consumer Discretionary, Energy, and Consumer Staples had the biggest negative effect. At the industry level, aerospace & defense (Industrials), electronic equipment, instruments & components (Information Technology), and construction & engineering (Industrials) contributed most for the calendar year period, and IT services (Information Technology), textiles, apparel & luxury goods (Consumer Discretionary), and software (Information Technology) were the largest detractors. Our top contributor at the holdings level was nLIGHT ( LASR ) , which designs, manufactures, and sells a range of high-power semiconductor and fiber lasers that are typically integrated into laser systems or tools built by its manufacturing customers. The company also provides components and integrated solutions to high-energy laser systems for directed energy and laser sensing systems used in a wide range of defense applications. nLIGHT differentiates its business by its vertical integration, domain knowledge, and manufacturing capabilities to combine dedicated resources and facilities with deep technical expertise to deliver cutting edge solutions, increasingly to government and defense organizations. Its shares have outperformed due to upward revisions to the outlook for its aerospace & defense customers. We remain constructive on the prospects for addressable market expanding product launches and...
The market hasn't been too happy with SoFi Technologies (SOFI 0.50%) stock so far this year, and it's down about 30%. However, that's a short amount of time in a much longer story. Inclusive of the drop, SoFi stock has gained about 180% during the past three years, and it has a long growth runway. Long-term investing is all about riding the waves and staying the course with stocks you believe in. ...
The market hasn't been too happy with SoFi Technologies (SOFI 0.50%) stock so far this year, and it's down about 30%. However, that's a short amount of time in a much longer story. Inclusive of the drop, SoFi stock has gained about 180% during the past three years, and it has a long growth runway. Long-term investing is all about riding the waves and staying the course with stocks you believe in. This could be an excellent opportunity for investors to buy on the dip and hold for many years. If you invest $10,000 in SoFi stock today, can it make you a millionaire? Banking for millennials SoFi is an all-digital bank, and it's capturing market share as it targets the young users who are using banking and financial services for the first time. Not only is it attracting new users at a fast pace -- 35% year over year in the 2025 fourth quarter -- but the number of new users has been hitting new highs every quarter, reaching 1 million in the fourth quarter. It now has a total of 13.7 million, which is still a drop in the bucket compared with the opportunity. Adjusted net revenue increased 37% year over year in the quarter, and adjusted earnings per share (EPS) continues to rise, up 160%. It's not only new users who are helping it achieve growth. The company touts itself as a one-stop shop for financial services, and it aims to grow alongside its target population as customers advance in their careers and lives and have greater financial needs. Its strategy is to cross-sell new products to customers, and it constantly launches new services, such as its recent fully reserved SoFi Stablecoin. Expand NASDAQ : SOFI SoFi Technologies Today's Change ( -0.50 %) $ -0.10 Current Price $ 18.80 Key Data Points Market Cap $24B Day's Range $ 17.77 - $ 18.94 52wk Range $ 8.60 - $ 32.73 Volume 1.9M Avg Vol 57M Gross Margin 61.06 % Can SoFi stock 100x? For a $10,000 investment to reach $1 million, it needs to rise 100-fold, or gain 10,000%. That's not an easy feat, and can only happen over...
The U.S. is currently home to 10 companies valued at $1 trillion or more. These are: Nvidia: $4.4 trillion. Apple: $3.8 trillion. Alphabet: $3.6 trillion. Microsoft: $3 trillion. Amazon: $2.3 trillion. Meta Platforms: $1.6 trillion. Tesla TSLA +0.53% ) Broadcom: $1.5 trillion. Berkshire Hathaway: $1 trillion. Walmart: $1 trillion. However, one of them is substantially more expensive than the rest ...
The U.S. is currently home to 10 companies valued at $1 trillion or more. These are: Nvidia: $4.4 trillion. Apple: $3.8 trillion. Alphabet: $3.6 trillion. Microsoft: $3 trillion. Amazon: $2.3 trillion. Meta Platforms: $1.6 trillion. Tesla TSLA +0.53% ) Broadcom: $1.5 trillion. Berkshire Hathaway: $1 trillion. Walmart: $1 trillion. However, one of them is substantially more expensive than the rest when measured by a key valuation metric. Considering this company's core business produced shrinking sales in each of the last two years, its premium valuation is increasingly difficult to justify. That company is Tesla. Investors have piled into the stock because the company's future product platforms, like the Cybercab autonomous robotaxi and the Optimus humanoid robot, have enormous potential. But here in the present, 73% of the company's total revenue still comes from its passenger electric-vehicle (EV) business, where demand continues to decline. Here's why I predict Tesla will drop out of the exclusive $1 trillion club before the end of 2026. EV sales declined at an accelerated pace in 2025 Tesla delivered 1.79 million EVs to customers in 2024, which was a 1% decline from the previous year. But in 2025, deliveries came in at 1.63 million cars, which was an even sharper year-over-year drop of 9%. This dragged the company's 2025 automotive revenue down by 10%, which contributed to a whopping 47% plunge in its earnings per share (EPS). Earnings typically drive stock prices, but more on that later. Tesla's EV sales could soften even further in 2026, as it plans to pull two of its premium cars (the Model X and the Model S) out of the lineup. This will allow the company to focus its efforts on cheaper, higher-volume models like the Model Y and the Model 3, which will improve its competitive position against some of China's low-cost manufacturers like BYD (BYDDY +5.75%). BYD currently sells its entry-level Dolphin Surf EV for under $27,000 in Europe, for example, whereas Tes...
Key Points SoFi added record new customers in the fourth quarter. It has a large opportunity in monetizing its consumer base. 10 stocks we like better than SoFi Technologies › The market hasn't been too happy with SoFi Technologies (NASDAQ: SOFI) stock so far this year, and it's down about 30%. However, that's a short amount of time in a much longer story. Inclusive of the drop, SoFi stock has gai...
Key Points SoFi added record new customers in the fourth quarter. It has a large opportunity in monetizing its consumer base. 10 stocks we like better than SoFi Technologies › The market hasn't been too happy with SoFi Technologies (NASDAQ: SOFI) stock so far this year, and it's down about 30%. However, that's a short amount of time in a much longer story. Inclusive of the drop, SoFi stock has gained about 180% during the past three years, and it has a long growth runway. Long-term investing is all about riding the waves and staying the course with stocks you believe in. This could be an excellent opportunity for investors to buy on the dip and hold for many years. If you invest $10,000 in SoFi stock today, can it make you a millionaire? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Banking for millennials SoFi is an all-digital bank, and it's capturing market share as it targets the young users who are using banking and financial services for the first time. Not only is it attracting new users at a fast pace -- 35% year over year in the 2025 fourth quarter -- but the number of new users has been hitting new highs every quarter, reaching 1 million in the fourth quarter. It now has a total of 13.7 million, which is still a drop in the bucket compared with the opportunity. Adjusted net revenue increased 37% year over year in the quarter, and adjusted earnings per share (EPS) continues to rise, up 160%. It's not only new users who are helping it achieve growth. The company touts itself as a one-stop shop for financial services, and it aims to grow alongside its target population as customers advance in their careers and lives and have greater financial needs. Its strategy is to cross-sell new products to customers, and it constantly launches new services, such as its recent fully reserved SoFi Stab...
NewSquare Capital LLC grew its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 64.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,154 shares of the social networking company's stock after buying an additional 848 shares during the quarter. NewSquare Capital LLC's holdings in Meta Platform...
NewSquare Capital LLC grew its stake in shares of Meta Platforms, Inc. (NASDAQ:META - Free Report) by 64.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,154 shares of the social networking company's stock after buying an additional 848 shares during the quarter. NewSquare Capital LLC's holdings in Meta Platforms were worth $1,582,000 at the end of the most recent quarter. Several other large investors have also recently modified their holdings of the stock. Vanguard Group Inc. increased its stake in Meta Platforms by 0.8% in the 2nd quarter. Vanguard Group Inc. now owns 192,591,101 shares of the social networking company's stock worth $142,149,566,000 after purchasing an additional 1,532,568 shares during the period. State Street Corp grew its holdings in shares of Meta Platforms by 1.9% in the second quarter. State Street Corp now owns 86,925,674 shares of the social networking company's stock worth $64,158,971,000 after purchasing an additional 1,650,435 shares during the last quarter. Geode Capital Management LLC raised its holdings in Meta Platforms by 1.3% during the 2nd quarter. Geode Capital Management LLC now owns 51,575,209 shares of the social networking company's stock valued at $37,902,948,000 after buying an additional 682,768 shares during the last quarter. Norges Bank purchased a new stake in Meta Platforms during the 2nd quarter valued at $23,155,393,000. Finally, Charles Schwab Investment Management Inc. grew its holdings in Meta Platforms by 1.8% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 14,489,621 shares of the social networking company's stock worth $10,694,644,000 after acquiring an additional 262,550 shares during the last quarter. Hedge funds and other institutional investors own 79.91% of the company's stock. Get Meta Platforms alerts: Sign Up Key Stories Impacting Meta Platforms Here are the key news stories impacting Meta Pla...
Advertisement Palantir Technologies stock: recent performance snapshot Palantir Technologies (PLTR) has drawn attention after a mixed stretch for the share price, with a 15.1% gain over the past month contrasting with a 14.0% decline over the past 3 months. For investors tracking the longer story, the stock shows a 6.8% decline year to date, while the 1 year total return sits at 104.8%, alongside ...
Advertisement Palantir Technologies stock: recent performance snapshot Palantir Technologies (PLTR) has drawn attention after a mixed stretch for the share price, with a 15.1% gain over the past month contrasting with a 14.0% decline over the past 3 months. For investors tracking the longer story, the stock shows a 6.8% decline year to date, while the 1 year total return sits at 104.8%, alongside multi year total returns that remain very large. Looking across timeframes, Palantir’s recent 7.8% and 30 day 15.1% share price returns contrast with a 3 month decline. At the same time, the 1 year total shareholder return above 100% and very large 3 year total shareholder return suggest long term momentum remains strong even after pullbacks. If Palantir’s move has you looking at other AI names, it could be worth checking out our screener of as a starting list of ideas. With Palantir generating US$4.48b in revenue and US$1.63b in net income, plus a current price below the average analyst target, investors may ask whether the stock is still undervalued or whether future growth is already priced in. Most Popular Narrative: 62.9% Overvalued According to the most followed narrative for Palantir, the fair value sits at $96, well below the last close of $156.43, which frames the valuation gap that follows. Palantir's market capitalization has seen a remarkable growth from $13.365 billion in 2022 to $183.495 billion in 2024. This steep increase, particularly the 391.13% jump from 2023 to 2024, suggests a high level of market optimism. The enterprise value (EV) follows a similar trend, indicating the market's high valuation of Palantir's future potential. Want to see what sits beneath that optimism according to ab1549? Revenue expansion, margin assumptions and a bold future profit multiple do the heavy lifting. Curious which levers matter most in reaching that $96 fair value and why the narrative still lands on overvalued at today’s price? The full story lays out the numbers behind...
New x86 support unlocks new possibilities for high‑performance, consolidated embedded systems across automotive, industrial, robotics, and medical markets NUREMBERG, GERMANY / ACCESS Newswire / March 10, 2026 / QNX, a division of BlackBerry Limited (NYSE:BB)(TSX:BB) today announced its expanded support for AMD Ryzen Embedded x86 processors, with the availability of the QNX® Software Development Pl...
New x86 support unlocks new possibilities for high‑performance, consolidated embedded systems across automotive, industrial, robotics, and medical markets NUREMBERG, GERMANY / ACCESS Newswire / March 10, 2026 / QNX, a division of BlackBerry Limited (NYSE:BB)(TSX:BB) today announced its expanded support for AMD Ryzen Embedded x86 processors, with the availability of the QNX® Software Development Platform (SDP) 8.0 for the high‑performance, power‑efficient processor family designed for demanding edge, industrial, automotive, and graphics‑ applications. This collaboration delivers an x86 alternative for consolidated, real‑time embedded systems, and marks a significant extension of the companies' collaboration, which has previously centered on the AMD adaptive computing portfolio, including Zynq™ UltraScale+ and Versal™ adaptive SoCs, and Kria™ System-on-Modules (SOMs). In the embedded market the demand for higher compute performance, efficient workload consolidation, and reliable real‑time software continues to accelerate. AMD Ryzen Embedded processors deliver a strong balance of performance and power efficiency, making it ideal for next‑generation systems, that prioritize real‑time control and rich graphics capabilities on a single chip. For QNX developers, it is a foundation that's particularly attractive for systems like automotive digital cockpits, industrial Programmable Logic Controllers (PLCs) and machine controllers, robotics controllers, and advanced medical imaging devices. The AMD Ryzen™ Embedded V2000 is the first amongst many processors to be supported on QNX SDP 8.0, with the P100 to follow. Today, developers can access a Board Support Package (BSP) for the Sapphire Edge IPC‑FP6 platform to enable their next-generation applications. "Expanding support for the AMD Ryzen Embedded processors strengthens our ability to help customers build embedded systems on architectures that deliver both high performance and predictable, deterministic behavior," said Grant...
New x86 support unlocks new possibilities for high‑performance, consolidated embedded systems across automotive, industrial, robotics, and medical markets NUREMBERG, GERMANY / ACCESS Newswire / March 10, 2026 / QNX, a division of BlackBerry Limited (NYSE:BB)(TSX:BB) today announced its expanded support for AMD Ryzen Embedded x86 processors, with the availability of the QNX® Software Development Pl...
New x86 support unlocks new possibilities for high‑performance, consolidated embedded systems across automotive, industrial, robotics, and medical markets NUREMBERG, GERMANY / ACCESS Newswire / March 10, 2026 / QNX, a division of BlackBerry Limited (NYSE:BB)(TSX:BB) today announced its expanded support for AMD Ryzen Embedded x86 processors, with the availability of the QNX® Software Development Platform (SDP) 8.0 for the high‑performance, power‑efficient processor family designed for demanding edge, industrial, automotive, and graphics‑ applications. This collaboration delivers an x86 alternative for consolidated, real‑time embedded systems, and marks a significant extension of the companies' collaboration, which has previously centered on the AMD adaptive computing portfolio, including Zynq™ UltraScale+ and Versal™ adaptive SoCs, and Kria™ System-on-Modules (SOMs). In the embedded market the demand for higher compute performance, efficient workload consolidation, and reliable real‑time software continues to accelerate. AMD Ryzen Embedded processors deliver a strong balance of performance and power efficiency, making it ideal for next‑generation systems, that prioritize real‑time control and rich graphics capabilities on a single chip. For QNX developers, it is a foundation that's particularly attractive for systems like automotive digital cockpits, industrial Programmable Logic Controllers (PLCs) and machine controllers, robotics controllers, and advanced medical imaging devices. The AMD Ryzen™ Embedded V2000 is the first amongst many processors to be supported on QNX SDP 8.0, with the P100 to follow. Today, developers can access a Board Support Package (BSP) for the Sapphire Edge IPC‑FP6 platform to enable their next-generation applications. "Expanding support for the AMD Ryzen Embedded processors strengthens our ability to help customers build embedded systems on architectures that deliver both high performance and predictable, deterministic behavior," said Grant...
亚历山大王( Alexandr Wang,汪滔)从Meta离职了? 假的! 就在刚刚,小扎在Thread上更新了一张他和亚历山大王的自拍,照片上俩人堆满笑容,王看上去还胖了不少。 而就在前后脚的功夫,Meta发言人 Andy Stone 也在X上发文辟谣,否认了最近不断发酵的“亚历山大王出走”的传闻。 他表示 王仍在负责MSL(Meta超级智能实验室)和TBD Lab ,而且王的影响力在团队内不仅...
亚历山大王( Alexandr Wang,汪滔)从Meta离职了? 假的! 就在刚刚,小扎在Thread上更新了一张他和亚历山大王的自拍,照片上俩人堆满笑容,王看上去还胖了不少。 而就在前后脚的功夫,Meta发言人 Andy Stone 也在X上发文辟谣,否认了最近不断发酵的“亚历山大王出走”的传闻。 他表示 王仍在负责MSL(Meta超级智能实验室)和TBD Lab ,而且王的影响力在团队内不仅没有减弱,反而还在持续上升。 同时,Stone还直接评价此前媒体的相关报道—— “实在太荒唐”。 可以说,小扎一幅图,发言人一席话,让很多人暂时松了口气,但新的疑问也随之而来: 那……新模型呢? 毕竟,网传的剧本是亚历山大王之所以被“小扎换掉”,就是因为新模型“牛油果”难产—— 发布时间从原本预计的去年底,一路拖到2026年第一季度。 如今眼看3月都快过一半了,仍然没有任何正式消息。 截至目前,亚历山大王本人还未正面回应。 他在X上的置顶帖,依然是去年7月宣布加入Meta的那条。 亚历山大王被传离职 最近几天,关于亚历山大王这位 Meta AI一号位 离职的消息,在网上越传越离谱。 各种“内部爆料帖”开始出现: 有传扎克伯格对王的“押注”失败,开始重新组织Meta的AI部门的。 其中甚至还有Bosworth建立一个平行实验室“Reality Labs”等细节描述。 在其他爆料中,连王的“离职时间”都被提前写好了: 这周三 。 网友们甚至都提前做好了梗: me stepping down. bye my beloved meta . 而在所有传闻里,讨论最广、也是这次Meta发言人直接点名否认的一篇报道,来自《印度时报》(后续被IDN引用)—— 《扎克伯格已经“结束”与亚历山大·王的合作,这位前高管身价约140亿美元》。 这篇文章称,扎克伯格已经对以140亿美元聘请来的一号位失去了信心,王已经开始被边缘化。 导火索,是Meta最近一次组织重组。 上周二,Meta宣布成立一个新的应用人工智能工程组织,由资深高管 Maher Saba 领导。 Saba不再向王汇报,而是直接向CTO Bosworth 汇报。 这个新组织被设计成一个极度扁平的工程团队:每位经理最多只管理50名个体贡献者。 目标很明确——打造一个“数据引擎”(data engine),加速Meta AI模型的训练和质...
Dougal Waters/DigitalVision via Getty Images On November 30th I wrote an article recommending buying Asure Software ( ASUR ). I recommended that because the company was achieving very strong EBITDA margins and offering a very cheap service compared to other major peers in its sector. So, I assumed it would quickly show earnings on its balance. Basically, I was betting on its profitability. Fortuna...
Dougal Waters/DigitalVision via Getty Images On November 30th I wrote an article recommending buying Asure Software ( ASUR ). I recommended that because the company was achieving very strong EBITDA margins and offering a very cheap service compared to other major peers in its sector. So, I assumed it would quickly show earnings on its balance. Basically, I was betting on its profitability. Fortunately, during Q4 2025, it achieved some earnings, adjusted but earnings nonetheless, of $757,000. That number was the best result over the last seven quarters, and that's why I believe it is quite remarkable. It is indeed remarkable, although it's small, because it is enough to demonstrate that the company is going through the right path. Q4 Asure Based on my observations, there was a significant $1 million cut in sales and marketing compared to Q3, which made the difference. This is something I tried to explain in the mentioned article, and I'll try to summarize it in the following lines. I consider this to be very efficient expense control, and that is something the market really appreciates. Exceeding revenue and earnings-per-share expectations , coupled with positive forecasts for 2026, helped boost confidence in the company. As a result, the company has grown 17% since I wrote my article, well above the 1.3% loss of the SPY. If you pay attention to the chart, you’ll see that it is very likely the market was already pricing in the results before the earnings announcement. That's why the stock rose as much as 25% at times during the last four months. However, when it reached that 25%, the price collapsed. It only rebounded further with the Q4 results. Data by YCharts This drop from the 25% peak was caused by the “SaaS Apocalypse,” and the AI disruption caused an existential crisis in the software industry. I interpret that the HCM industry is also suffering the impact of AI as part of the process of creative destruction . And precisely, I wrote an article about the HCM in...
Amazon (AMZN +0.20%) and Robinhood Markets (HOOD +3.03%) are leaning on artificial intelligence (AI) to shape the future of technology within their industries. And most Wall Street analysts think the stocks are undervalued: Among 72 analysts, Amazon has a median target price of $285 per share. That implies 34% upside from the current share price of $212. Among 28 analysts, Robinhood has a median t...
Amazon (AMZN +0.20%) and Robinhood Markets (HOOD +3.03%) are leaning on artificial intelligence (AI) to shape the future of technology within their industries. And most Wall Street analysts think the stocks are undervalued: Among 72 analysts, Amazon has a median target price of $285 per share. That implies 34% upside from the current share price of $212. Among 28 analysts, Robinhood has a median target price of $121 per share. That implies 59% upside from the current share price of $76. Here's what investors should know about these AI stocks. Amazon: Automating fulfillment and last-mile delivery with robots and robotaxis Amazon is the largest operator of industrial mobile robots, and it has deep expertise in artificial intelligence (AI). The company is blending those proficiencies to shape the future of fulfillment and last-mile delivery with physical AI. Morgan Stanley ranks Amazon as one of the companies best positioned to "deliver material financial return from physical AI and robotics." Amazon last year introduced DeepFleet, an AI model that lets robots navigate warehouses more quickly. A press release said, "This AI technology will coordinate movement of robots across our fulfillment network, improving the travel time of our robotic fleet by 10% and enabling us to deliver packages to customers faster and at lower costs." The company is also developing a generative AI framework that will let workers instruct robots in natural language. Meanwhile, Amazon is developing humanoid robots to help human drivers with package delivery, according to The Information. The robots will initially carry packages from delivery vans to doorsteps while human drivers wait in the vehicles. However, the entire delivery process could eventually be automated because Amazon is also testing robotaxis through its autonomous driving subsidiary Zoox. On that note, while investors generally associate Amazon with e-commerce, digital advertising, and cloud computing, they often overlook opport...
Key Points Most Wall Street analysts covering the companies think Amazon and Robinhood are undervalued. Amazon is using AI to develop robots capable of understanding conversational language and delivering packages; the company is also developing robotaxis. Robinhood is integrating AI into its trading platform to surface insights, conduct research, and identify technical indicators; the company als...
Key Points Most Wall Street analysts covering the companies think Amazon and Robinhood are undervalued. Amazon is using AI to develop robots capable of understanding conversational language and delivering packages; the company is also developing robotaxis. Robinhood is integrating AI into its trading platform to surface insights, conduct research, and identify technical indicators; the company also launched a venture capital fund. 10 stocks we like better than Amazon › Amazon (NASDAQ: AMZN) and Robinhood Markets (NASDAQ: HOOD) are leaning on artificial intelligence (AI) to shape the future of technology within their industries. And most Wall Street analysts think the stocks are undervalued: Among 72 analysts, Amazon has a median target price of $285 per share. That implies 34% upside from the current share price of $212. Among 28 analysts, Robinhood has a median target price of $121 per share. That implies 59% upside from the current share price of $76. Here's what investors should know about these AI stocks. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Amazon: Automating fulfillment and last-mile delivery with robots and robotaxis Amazon is the largest operator of industrial mobile robots, and it has deep expertise in artificial intelligence (AI). The company is blending those proficiencies to shape the future of fulfillment and last-mile delivery with physical AI. Morgan Stanley ranks Amazon as one of the companies best positioned to "deliver material financial return from physical AI and robotics." Amazon last year introduced DeepFleet, an AI model that lets robots navigate warehouses more quickly. A press release said, "This AI technology will coordinate movement of robots across our fulfillment network, improving the travel time of our robotic fleet by 10% and enabling us to deliver packag...