George Saravelos, global head of FX research at Deutsche Bank offers his outlook for the US dollar after the currency posted its worst performance since 2017 last year. (Source: Bloomberg)
George Saravelos, global head of FX research at Deutsche Bank offers his outlook for the US dollar after the currency posted its worst performance since 2017 last year. (Source: Bloomberg)
Key Points Newmont crushed the S&P 500 in 2025 thanks to rising gold prices, but it has still underperformed the benchmark over the past five years. Investors may do better by putting their cash in Micron, perhaps the most undervalued AI stock in the entire stock market. A bargain-basement valuation combined with substantial revenue acceleration for its Cloud Memory Business Unit make Micron a str...
Key Points Newmont crushed the S&P 500 in 2025 thanks to rising gold prices, but it has still underperformed the benchmark over the past five years. Investors may do better by putting their cash in Micron, perhaps the most undervalued AI stock in the entire stock market. A bargain-basement valuation combined with substantial revenue acceleration for its Cloud Memory Business Unit make Micron a strong buy at current levels. 10 stocks we like better than Micron Technology › Newmont(NYSE: NEM) is the largest gold miner in the world with sites in the Americas, Australia, Africa, and Asia. The company's financial results lean heavily on gold prices, and since gold had its best year in over four decades, Newmont stock followed suit. The gold miner's shares surged by more than 160% in 2025. However, gold miners don't always enjoy those types of rallies and can underperform the precious metals that they accumulate. For instance, Newmont only delivered a 69% return over the past five years, which lags gold and the S&P 500 during that time. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » While last year was a strong year for the miner, there is no guarantee that 2026 will hold the same success. It is possible for Newmont to underperform even if gold prices continue to go up. Investors may want to shift their attention to AI stocks instead, and Micron(NASDAQ: MU) looks like a strong case for investors who want to triple their money within the next five years. Here's what makes the AI play compelling. The late bloomer has become impossible to ignore Micron didn't get as much love as other AI stocks like Nvidia and Broadcom, but the tide is changing quickly. The company produces high-bandwidth memory and storage solutions that are critical for AI chips to retain data. More investors have been connecting the dots, and that resulted in Micron stock more than tr...
Wondering if Apple at US$262.36 is priced for perfection or still offers value? This article will walk you through what the current share price might be implying. Over the last week the stock has recorded a 3.9% decline, adding to a 5.9% pullback over 30 days. It still shows an 8.8% return over 1 year and very large total returns across 3 and 5 years. Recent headlines have continued to focus on Ap...
Wondering if Apple at US$262.36 is priced for perfection or still offers value? This article will walk you through what the current share price might be implying. Over the last week the stock has recorded a 3.9% decline, adding to a 5.9% pullback over 30 days. It still shows an 8.8% return over 1 year and very large total returns across 3 and 5 years. Recent headlines have continued to focus on Apple’s role as a major technology bellwether, with attention on product ecosystem strength and its position within global indices that many portfolios track. This context helps frame why a 3.2% year to date decline can attract interest from both long term holders and newer investors who are assessing whether sentiment is shifting. Right now Apple earns a valuation score of . This means it screens as undervalued on only one of six checks. We will look at what different valuation methods say about that before finishing with a framework that may help you think about value in an even clearer way. Apple scores just 1/6 on our valuation checks. See what other red flags we found in the . Advertisement Approach 1: Apple Discounted Cash Flow (DCF) Analysis A Discounted Cash Flow, or DCF, model takes estimates of the cash Apple could generate in the future and discounts those cash flows back to what they might be worth in today’s dollars. Apple’s latest twelve month Free Cash Flow is about $99.9b. Using a 2 Stage Free Cash Flow to Equity model, analysts and extrapolated estimates project Free Cash Flow reaching $184.1b by 2030, with intermediate years such as 2026 to 2030 ranging from about $128.7b to $194.1b in projected annual cash flows, all measured in dollars and then discounted back to today. When all those discounted cash flows are added up, the model suggests an intrinsic value of about $225.50 per share. Compared with the current share price of $262.36, this implies the stock is around 16.3% overvalued according to this specific DCF setup. Result: OVERVALUED Our Discounted Ca...
The gold miner performed well, but you can strike it rich with this hidden gem instead. Newmont (NEM +5.48%) is the largest gold miner in the world with sites in the Americas, Australia, Africa, and Asia. The company's financial results lean heavily on gold prices, and since gold had its best year in over four decades, Newmont stock followed suit. The gold miner's shares surged by more than 160% i...
The gold miner performed well, but you can strike it rich with this hidden gem instead. Newmont (NEM +5.48%) is the largest gold miner in the world with sites in the Americas, Australia, Africa, and Asia. The company's financial results lean heavily on gold prices, and since gold had its best year in over four decades, Newmont stock followed suit. The gold miner's shares surged by more than 160% in 2025. However, gold miners don't always enjoy those types of rallies and can underperform the precious metals that they accumulate. For instance, Newmont only delivered a 69% return over the past five years, which lags gold and the S&P 500 during that time. While last year was a strong year for the miner, there is no guarantee that 2026 will hold the same success. It is possible for Newmont to underperform even if gold prices continue to go up. Investors may want to shift their attention to AI stocks instead, and Micron (MU +10.13%) looks like a strong case for investors who want to triple their money within the next five years. Here's what makes the AI play compelling. The late bloomer has become impossible to ignore Micron didn't get as much love as other AI stocks like Nvidia and Broadcom, but the tide is changing quickly. The company produces high-bandwidth memory and storage solutions that are critical for AI chips to retain data. Advertisement Expand NASDAQ : MU Micron Technology Today's Change ( 10.13 %) $ 31.61 Current Price $ 343.76 Key Data Points Market Cap $387B Day's Range $ 318.05 - $ 344.55 52wk Range $ 61.54 - $ 344.55 Volume 16K Avg Vol 26M Gross Margin 45.56 % Dividend Yield 0.13 % More investors have been connecting the dots, and that resulted in Micron stock more than tripling in 2025. Despite those impressive gains, Micron still remains significantly undervalued due to its 9 forward P/E ratio. The stock also has a 0.50 PEG ratio, further demonstrating how undervalued it is. A stock is typically considered undervalued if it has a PEG ratio below 1, and...
Key Points Newmont crushed the S&P 500 in 2025 thanks to rising gold prices, but it has still underperformed the benchmark over the past five years. Investors may do better by putting their cash in Micron, perhaps the most undervalued AI stock in the entire stock market. A bargain-basement valuation combined with substantial revenue acceleration for its Cloud Memory Business Unit make Micron a str...
Key Points Newmont crushed the S&P 500 in 2025 thanks to rising gold prices, but it has still underperformed the benchmark over the past five years. Investors may do better by putting their cash in Micron, perhaps the most undervalued AI stock in the entire stock market. A bargain-basement valuation combined with substantial revenue acceleration for its Cloud Memory Business Unit make Micron a strong buy at current levels. 10 stocks we like better than Micron Technology › Newmont (NYSE: NEM) is the largest gold miner in the world with sites in the Americas, Australia, Africa, and Asia. The company's financial results lean heavily on gold prices, and since gold had its best year in over four decades, Newmont stock followed suit. The gold miner's shares surged by more than 160% in 2025. However, gold miners don't always enjoy those types of rallies and can underperform the precious metals that they accumulate. For instance, Newmont only delivered a 69% return over the past five years, which lags gold and the S&P 500 during that time. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » While last year was a strong year for the miner, there is no guarantee that 2026 will hold the same success. It is possible for Newmont to underperform even if gold prices continue to go up. Investors may want to shift their attention to AI stocks instead, and Micron (NASDAQ: MU) looks like a strong case for investors who want to triple their money within the next five years. Here's what makes the AI play compelling. The late bloomer has become impossible to ignore Micron didn't get as much love as other AI stocks like Nvidia and Broadcom, but the tide is changing quickly. The company produces high-bandwidth memory and storage solutions that are critical for AI chips to retain data. More investors have been connecting the dots, and that resulted in Micron stock more than ...
Intuitive Surgical ISRG stock has delivered a strong recent run, rising 32.4% over the past three months and currently trading at $592.85, just 3.8% below its all-time high of $616 reached in February 2025. This rally reflects growing investor confidence in the company’s operating momentum, particularly following a robust third-quarter earnings performance. With shares hovering near record levels,...
Intuitive Surgical ISRG stock has delivered a strong recent run, rising 32.4% over the past three months and currently trading at $592.85, just 3.8% below its all-time high of $616 reached in February 2025. This rally reflects growing investor confidence in the company’s operating momentum, particularly following a robust third-quarter earnings performance. With shares hovering near record levels, the key question for investors is whether Intuitive Surgical’s fundamentals, especially procedure growth and the early impact of da Vinci 5, support further upside or suggest a pause after the recent surge. ISRG has outperformed its peers — Medtronics MDT and PROCEPT BioRobotics PRCT — in the past three months. While MDT has gained 2.5%, PRCT declined 0.1%. ISRG’s 3-Months Price Performance Image Source: Zacks Investment Research ISRG Rides on Procedure Growth and Rising Utilization Procedure growth remains the backbone of Intuitive Surgical’s long-term value creation, and third-quarter results reinforced its strength. Total worldwide procedures grew 20% year over year, driven by 19% growth in da Vinci procedures and a 52% increase in Ion procedures. Importantly, this growth was not isolated to a single geography or specialty. Management cited strength in U.S. benign general surgery, such as cholecystectomy, appendectomy, and hernia repair, alongside broad-based international growth across general surgery, gynecology, colorectal and thoracic procedures. Utilization trends further strengthened the investment case. Average system utilization increased 4% for da Vinci multiport, 35% for SP, and 14% for Ion, reflecting rising throughput within the installed base. Management emphasized that da Vinci 5 utilization is already outpacing the earlier Xi platform at a comparable stage, validating the system’s design intent to support higher efficiency. This combination of procedural expansion and utilization leverage supports recurring revenue growth and reduces dependence on pure sy...
In this episode of AMD Cloud Chronicles, we speak with Manish Agrawal, President & COO of Comviva, on how cloud and AI are reshaping the telecom and digital services landscape. The conversation traces the evolution of cloud from large-scale telco outso LinkedIn
In this episode of AMD Cloud Chronicles, we speak with Manish Agrawal, President & COO of Comviva, on how cloud and AI are reshaping the telecom and digital services landscape. The conversation traces the evolution of cloud from large-scale telco outso LinkedIn
Nigel Farage has called allegations of racist and antisemitic bullying during his time at Dulwich college “completely made up fantasy”, saying his accusers are “people with very obvious political motivation”. More than 30 people have spoken to the Guardian as part of an investigation based on multiple accounts of racism, including Peter Ettedgui, 61, an Emmy- and Bafta-winning director, who recall...
Nigel Farage has called allegations of racist and antisemitic bullying during his time at Dulwich college “completely made up fantasy”, saying his accusers are “people with very obvious political motivation”. More than 30 people have spoken to the Guardian as part of an investigation based on multiple accounts of racism, including Peter Ettedgui, 61, an Emmy- and Bafta-winning director, who recalled Farage growling repeatedly “Hitler was right” or “Gas them” at him when they were at school. Farage has previously denied “directly” targeting anyone with racist or antisemitic abuse or having the “intent” to hurt anyone, and has not publicly recognised the events described. But when asked at a Reform press conference in central London on Wednesday why he had not apologised to his accusers, he said: “I don’t apologise for things that are complete, made up fantasies.” Amid loud booing among Reform party members directed at the ITV journalist who asked the question, Farage added: “Some of what is out there is just absolute nonsense made by people with very obvious, if you look, political motivation.” He said others could focus on “stuff that happened in the 1970s” but that Reform was looking ahead to the May local elections. Farage has been told to apologise in a letter signed by 26 of his school contemporaries. Last month, an ex-Dulwich teacher spoke out about the racism claims, saying: “Of course he abused pupils.” Farage was speaking at an event in London Bridge, which was used to announce Reform UK’s Laila Cunningham, a Muslim and former CPS prosecutor, as the party’s candidate for London mayor when the capital goes to the polls in 2028. During the press conference, Farage said remarks by another Reform mayoral candidate, Chris Parry – who suggested London-born David Lammy should “go home” to the Caribbean – were “over the top”, when questioned about the issue for the first time. The Reform leader was asked whether Parry was a good representative of the party in light ...
(RTTNews) - CoStar Group, Inc. (CSGP) on Wednesday provided an update on its business, financial, and corporate initiatives for 2026 and beyond, including the approval of a new $1.5 billion share repurchase program. For 2026, the company expects revenue of $3.78-$3.82 billion, about 18% growth over the midpoint of its 2025 guidance. Net income is projected at $175-$215 million, or $0.42-$0.52 per ...
(RTTNews) - CoStar Group, Inc. (CSGP) on Wednesday provided an update on its business, financial, and corporate initiatives for 2026 and beyond, including the approval of a new $1.5 billion share repurchase program. For 2026, the company expects revenue of $3.78-$3.82 billion, about 18% growth over the midpoint of its 2025 guidance. Net income is projected at $175-$215 million, or $0.42-$0.52 per share. Adjusted EBITDA is expected to reach $740-$800 million, marking the highest level in company history. Adjusted EPS is forecast at $1.22-$1.33. Looking ahead, CoStar has set medium-term targets that include about 15% compound annual growth rate (CAGR) in revenue through 2028 and adjusted EBITDA of $1.25 billion by 2028. Homes.com, part of CoStar's Residential portfolio with Apartments.com, Domain, OnTheMarket, and Land.com, has seen its subscriber base surge 337% since the first quarter of 2024. CoStar plans to reduce net investment in Homes.com by more than $300 million in 2026, down from $850 million in 2025, and expects the platform to generate revenue exceeding expenses by 2029 and positive Adjusted EBITDA by 2030. "Through the deployment of our scalable AI platform and our disciplined capital allocation approach, we are well positioned to build on our strong trajectory and drive enhanced stockholder value," said Andy Florance, Founder and Chief Executive Officer of CoStar Group. The $1.5 billion share repurchase follows an accelerated $500 million buyback completed in 2025. CoStar shares were rising more than 3% in pre-market trading after closing at $67.20, up 1.17%. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The auto industry is changing fast. After actively focusing on electric vehicles, autonomous driving and advanced driver assistance systems, a new wave is emerging now. Automakers are moving beyond vehicles and stepping into humanoid robotics and physical AI (artificial intelligence). The latest big move in this direction comes from Mobileye Global Inc. MBLY. This Israeli technology company has ag...
The auto industry is changing fast. After actively focusing on electric vehicles, autonomous driving and advanced driver assistance systems, a new wave is emerging now. Automakers are moving beyond vehicles and stepping into humanoid robotics and physical AI (artificial intelligence). The latest big move in this direction comes from Mobileye Global Inc. MBLY. This Israeli technology company has agreed to acquire Mentee Robotics, a Tel Aviv-based humanoid robotics start-up, in a deal valued at around $900 million. The company will pay about $612 million in cash and the rest through up to 26.2 million shares of common stock. The transaction has already received approval from Mobileye’s board and Intel, its largest shareholder, and is expected to be closed in the first quarter. With this acquisition, Mobileye is buying an entry ticket into the world of “physical AI.” The company says the move will help combine its deep experience in AI, perception, computing, and large-scale production with Mentee’s humanoid robotics platform and AI talent. Together, they aim to build safe, intelligent robots that can operate independently in real-world environments. The companies expect first on-site proof-of-concept deployments by 2026. These robots are intended to work autonomously without teleoperation. If things progress as planned, full-scale commercialization could begin by 2028. Auto Companies Getting Interested in Robots Mobileye is not alone in chasing this opportunity. In fact, it is joining a fast-growing group of major automakers who are already exploring robots inside factories and production environments. Companies like Mercedes-Benz Group AG MBGYY, Hyundai Motors HYMLF, BMW BAMXF and Tesla TSLA are moving quickly to test, deploy and eventually scale humanoid and autonomous robots. The motivation is simple. Manufacturing is becoming smarter, more digital and more automated. Automakers are looking for ways to improve efficiency, reduce repetitive strain on workers, enhanc...
Two-time Grand Tour winner Simon Yates has announced his retirement from cycling with immediate effect. The shock announcement comes just seven months after the 33-year-old Briton clinched a thrilling victory at the 2025 Giro d'Italia. The Visma-Lease a Bike rider also claimed his third stage win at the Tour de France in July last year. Yates, whose first Grand Tour title was the 2019 Vuelta a Esp...
Two-time Grand Tour winner Simon Yates has announced his retirement from cycling with immediate effect. The shock announcement comes just seven months after the 33-year-old Briton clinched a thrilling victory at the 2025 Giro d'Italia. The Visma-Lease a Bike rider also claimed his third stage win at the Tour de France in July last year. Yates, whose first Grand Tour title was the 2019 Vuelta a Espana, joined the Dutch team on a two-year contract before the 2025 season. "[Winning the Giro d'Italia] was one of the major goals of the season, for us as a team and for Simon personally," said Visma's head of racing Grischa Niermann. "The fact that he also went on to win a stage in the Tour de France underlines his class." Yates and his twin brother Adam turned professional in 2014 with Australian team Orica-GreenEdge, now known as Jayco-AlUla. More to follow.
MPs would vote on using troops in Ukraine, Starmer says Sir Keir Starmer has pledged that MPs would get a vote on the deployment of British soldiers to police any peace agreement in Ukraine. The prime minister said the move would be consistent with "recent practice" on the use of UK armed forces. It comes after the UK and France reiterated their commitment to deploy troops to deter Russia from att...
MPs would vote on using troops in Ukraine, Starmer says Sir Keir Starmer has pledged that MPs would get a vote on the deployment of British soldiers to police any peace agreement in Ukraine. The prime minister said the move would be consistent with "recent practice" on the use of UK armed forces. It comes after the UK and France reiterated their commitment to deploy troops to deter Russia from attacking Ukraine again if a deal to end the conflict is struck. The government has not specified how many British troops could be committed, with Sir Keir adding it would be "in accordance with our military plans".
Support for US action in the region seems to have laid the ground for regime change in Venezuela • Don’t get The Long Wave delivered to your inbox? Sign up here Hello and Happy New Year. We have started 2026 with a geopolitical shock as the Trump administration ousted Venezuelan president Nicolás Maduro and imprisoned him on US soil. As many western governments struggle to respond to this violatio...
Support for US action in the region seems to have laid the ground for regime change in Venezuela • Don’t get The Long Wave delivered to your inbox? Sign up here Hello and Happy New Year. We have started 2026 with a geopolitical shock as the Trump administration ousted Venezuelan president Nicolás Maduro and imprisoned him on US soil. As many western governments struggle to respond to this violation of international law, for Caribbean countries, this is not an awkward diplomatic spot but a real moment of political fear, uncertainty, and regional fracture. One remarkable aspect of the Venezuela raid is how Trinidad and Tobago’s prime minister, Kamla Persad-Bissessar, has openly aligned with Donald Trump. Dr Jacqueline Laguardia Martinez, a senior lecturer at the Institute of International Relations at The University of the West Indies, told me that Trinidad and Tobago – one of the founding members of the Caribbean Community (Caricom), a regional grouping of 15 member countries – has “openly endorsed US actions under the pretext of combating transnational crime”. One way that has happened is through military cooperation. On 28 November, a radar appeared in a coastal neighbourhood of Tobago, described by the New York Times as “a state-of-the-art mobile long-range sensor known as G/ATOR, or Ground/Air Task-Oriented Radar, that is owned by the US Marines and is worth tens of millions of dollars.” Along with the sophisticated equipment, US military jets and troops arrived on the island, which is only 7 miles from Venezuela. Continue reading...
Key Points If recent history repeats, artificial intelligence (AI)-focused ETFs will be must-haves for investors in 2026. Data confirm market participants are upbeat on AI investments entering the new year. Before diving in, investors should commit to a few minutes to AI ETF “homework.” 10 stocks we like better than S&P 500 Index › With communication services and technology ranking as the two best...
Key Points If recent history repeats, artificial intelligence (AI)-focused ETFs will be must-haves for investors in 2026. Data confirm market participants are upbeat on AI investments entering the new year. Before diving in, investors should commit to a few minutes to AI ETF “homework.” 10 stocks we like better than S&P 500 Index › With communication services and technology ranking as the two best-performing sectors in the S&P 500 (SNPINDEX: ^GSPC) in 2025, it's not surprising that market participants are enthusiastic about the 2026 outlook for artificial intelligence (AI) assets. Data confirm that ebullience. Nearly two-thirds of investors surveyed by the Motley Fool believe AI-related companies will provide long-term ballast to their portfolios. Notably, more than 90% of current owners of AI equities and related exchange-traded funds (ETFs) plan to maintain or increase their holdings. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » There are some interesting demographic tidbits regarding millennials and Gen Z, as well as affluent investors, who signal the most confidence about AI's long-term trajectory. That's pertinent as it relates to AI ETFs because newer and younger market participants are more likely to use ETFs or even build entire portfolios with just ETFs than their older counterparts. To be sure, all of those are interesting facts, but there's more to the AI ETF story. 2026 stars aligning for AI ETFs Home to $7.41 billion in assets under management (AUM), the Global X Artificial Intelligence & Technology ETF (NASDAQ: AIQ) is the largest dedicated AI ETF. Several others have north of $1 billion in AUM, and a couple more are close to reaching that lofty status. Underscoring the relevance of AI ETFs in 2026 are expectations of ongoing massive spending by hyperscalers. Citing consensus forecasts, Goldman Sachs estimates that AI infrastructure spending in 2026 will reach $52...