Key Points BigBear.ai stands to benefit from increasing AI adoption by government customers in mission-critical applications. The acquisition of Ask Sage can have a favorable impact on the company’s revenue mix and margin profile. However, excessive reliance on the U.S. federal budget and increasing operating expenses can challenge the stock’s upside potential. 10 stocks we like better than BigBea...
Key Points BigBear.ai stands to benefit from increasing AI adoption by government customers in mission-critical applications. The acquisition of Ask Sage can have a favorable impact on the company’s revenue mix and margin profile. However, excessive reliance on the U.S. federal budget and increasing operating expenses can challenge the stock’s upside potential. 10 stocks we like better than BigBear.ai › BigBear.ai (NYSE: BBAI) provides edge-based artificial intelligence (AI)-powered decision intelligence, predictive analytics, and mission-focused software solutions primarily to government customers supporting national security, supply chain management, digital identity, and other mission-critical use cases. The company operates in an AI niche that is distinct from those of the consumer-facing generative AI leaders or hyperscalers, and is less well-known than many AI giants. However, several analysts are seeing significant upside potential in this stock. 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 » BigBear.ai has upside potential Analysts are cautiously optimistic about BigBear.ai, and the 12-month consensus target price for the stock has been set at $6.67. The bullish target price estimates reach nearly $8, while the bearish ones are close to $5. With the stock last closing at $5.45 (as of Dec. 31, 2025), the consensus implies an upside potential of nearly 22%, while the high-end scenario hints at potential gains close to 45%. BigBear.ai trades at 16.3 times sales, which seems rich compared to the tech-heavy Nasdaq-100's price-to-sales ratio of 6.77x. However, the company is still trading at a discount to prominent AI-focused companies, mainly due to revenue volatility and the absence of sustained profitability. Analysts expect increasing AI adoption across national security, defense, intelligence, and homeland security, which is still in the early stages, to be a key growth ca...
Alumis (NASDAQ:ALMS) , which develops targeted therapies for immune-mediated diseases, closed Tuesday’s session at $16.23, up 95.31%. Trading volume reached 64.1 million shares, coming in about 3,077% above its three-month average of 2 million shares. Tuesday's move followed Phase 3 psoriasis data for envudeucitinib, which investors are treating as a potential commercial inflection point. The focu...
Alumis (NASDAQ:ALMS) , which develops targeted therapies for immune-mediated diseases, closed Tuesday’s session at $16.23, up 95.31%. Trading volume reached 64.1 million shares, coming in about 3,077% above its three-month average of 2 million shares. Tuesday's move followed Phase 3 psoriasis data for envudeucitinib, which investors are treating as a potential commercial inflection point. The focus is now watching New Drug Application (NDA) timing and competitive dynamics in oral TYK2 inhibitors. The S&P 500 (SNPINDEX:^GSPC) rose 0.62% to 6,945, while the Nasdaq Composite (NASDAQINDEX:^IXIC) gained 0.65% to finish at 23,547. Biotechnology peers Summit Therapeutics (NASDAQ:SMMT) and Insmed (NASDAQ:INSM) saw mixed moves, underscoring how stock-specific trial readouts are driving sentiment across the biotechnology group. Alumis is a clinical-stage biopharmaceutical company developing next-generation targeted therapies for patients with immune-mediated diseases. Today's positive Phase 3 results achieved both primary and secondary endpoints with strong statistical significance in individuals with moderate-to-severe plaque psoriasis. Continue reading
(RTTNews) - AT&T Inc. (T), the telecommunications giant, has announced that it is relocating its corporate headquarters from downtown Dallas to Plano, as revealed in an internal email to employees on Monday. CEO John Stankey mentioned that this decision came after about a year of thoughtful consideration and planning. They've picked a new site at 5400 Legacy Drive in Plano. Currently, AT&T has nea...
(RTTNews) - AT&T Inc. (T), the telecommunications giant, has announced that it is relocating its corporate headquarters from downtown Dallas to Plano, as revealed in an internal email to employees on Monday. CEO John Stankey mentioned that this decision came after about a year of thoughtful consideration and planning. They've picked a new site at 5400 Legacy Drive in Plano. Currently, AT&T has nearly 6,000 employees working in its downtown Dallas headquarters, which is located in the 37-story Whitacre Tower, according to estimates from 2022. City officials shared that Dallas made efforts to keep the company within the city, but AT&T ultimately preferred a more suburban campus with plenty of land for future growth. Dallas City Manager Kim Tolbert and Mayor Eric Johnson recognized that AT&T's leadership was leaning towards a large, sprawling campus instead of a tall office tower. Johnson pointed out that Dallas' economic strengths were a big draw for AT&T when it came to the city back in 2008, and since then, Dallas has evolved into a global economic hub. On the other hand, Plano's Mayor, John Muns, welcomed the news, calling it a significant reinvestment in the Legacy business district that will boost the area's innovation scene. This move does leave some questions about AT&T's downtown properties, including the Discovery District campus that opened in 2021. The company mentioned it anticipates the new headquarters in Plano to start being occupied by mid-2028. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
NEW YORK, Jan 6, 2026, 16:40 ET — After-hours Palantir shares rose 3.2% in late trading after Truist initiated coverage with a Buy. Investors are weighing fresh bullish calls against a lofty valuation and headline-driven swings. Next catalysts include key U.S. jobs data this week and Palantir’s expected early-February results. Palantir Technologies shares rose 3.2% to $179.71 in after-hours tradin...
NEW YORK, Jan 6, 2026, 16:40 ET — After-hours Palantir shares rose 3.2% in late trading after Truist initiated coverage with a Buy. Investors are weighing fresh bullish calls against a lofty valuation and headline-driven swings. Next catalysts include key U.S. jobs data this week and Palantir’s expected early-February results. Palantir Technologies shares rose 3.2% to $179.71 in after-hours trading on Tuesday after Truist Securities initiated coverage of the data-analytics software company with a “buy” rating and a $223 price target. Truist’s target implies about 28% upside from the prior close, after a run that left the stock up about 118% over the past year. Longbridge SG The call lands as investors reset positions in AI-linked stocks at the start of the year, with Wall Street pressing higher on renewed optimism around spending on chips and data centers even as valuations remain elevated ahead of earnings season. “I think we’re going to have a very strong earnings season for Big Tech,” said Jed Ellerbroek, a portfolio manager at Argent Capital. Reuters Truist said Palantir is positioned to help governments and companies deploy generative AI — tools that can produce new text, images and code — despite the stock’s rich multiples. The brokerage pointed to accelerating revenue growth and operating margins above 50%, calling Palantir a “best-in-class AI asset” in its initiation report. Investing Truist analyst Arvind Ramnani highlighted Palantir’s free cash flow margin above 40% — cash left after costs and investment — and said the company has delivered positive GAAP earnings per share for 12 straight quarters. He also pointed to $6.4 billion in liquidity, and said the company does not currently pay a dividend or run a share buyback program. Investors Palantir stock had already jumped 3.7% on Monday, ending a five-day losing streak, after traders latched onto headlines around a U.S. raid that resulted in the capture of Venezuela’s Nicolás Maduro. Barron’s said the move...
Canal Capital added the Akre Focus ETF to its equity portfolio during the fourth quarter. On Jan. 6,, Canal Capital Management, LLC disclosed a new position in the Akre Focus ETF (AKRE +0.00%), acquiring 175,232 shares in the fourth quarter, worth an estimated $11.5 million at the end of the period. It accounted for 1.6% of its assets under management. What happened According to an SEC filing date...
Canal Capital added the Akre Focus ETF to its equity portfolio during the fourth quarter. On Jan. 6,, Canal Capital Management, LLC disclosed a new position in the Akre Focus ETF (AKRE +0.00%), acquiring 175,232 shares in the fourth quarter, worth an estimated $11.5 million at the end of the period. It accounted for 1.6% of its assets under management. What happened According to an SEC filing dated Jan. 6, Canal Capital Management, LLC reported a new position in Akre Focus ETF (AKRE +0.00%), acquiring 175,232 shares. The estimated transaction value was $11.5 million based on the quarter’s average share price. What else to know Top holdings after the filing: NASDAQ: ODFL: $58.79 million (8.3% of AUM) NASDAQ: AAPL: $34.81 million (4.9% of AUM) NASDAQ: MSFT: $26.07 million (3.7% of AUM) NYSEMKT: LQD: $20.15 million (2.9% of AUM) NASDAQ: AVGO: $19.06 million (2.7% of AUM) As of Jan. 6, shares of AKRE were priced at $66.59. Company overview Metric Value Price (as of market close January 6, 2026) $66.59 Market capitalization $9.96 billion Sector Financial Services Industry Asset Management Company snapshot Akre Focus ETF pursues a disciplined investment approach, emphasizing companies with high returns on capital, robust reinvestment opportunities, and shareholder-oriented management. The fund’s strategy involves acquiring securities at reasonable valuations and maintaining positions until the investment thesis changes or more attractive opportunities are identified. Its competitive advantage lies in a selective, research-driven process and the flexibility to invest across the capital structure and select foreign markets. What this transaction means for investors Canal Capital Management made a significant investment in the Akre Focus ETF. Initiating a new position, it accounted for 1.6% of the firm's equity assets under management at the end of the fourth quarter. The exchange-traded fund (ETF) has a concentrated portfolio. Its 10 largest equity holdings account for over...
Key Points The manager bought over 175,000 shares. The position had an $11.5 million value at year end. The ETF represented 1.6% of the firm's 13F reportable assets under management. These 10 stocks could mint the next wave of millionaires › On Jan. 6,, Canal Capital Management, LLC disclosed a new position in the Akre Focus ETF (NYSE:AKRE), acquiring 175,232 shares in the fourth quarter, worth an...
Key Points The manager bought over 175,000 shares. The position had an $11.5 million value at year end. The ETF represented 1.6% of the firm's 13F reportable assets under management. These 10 stocks could mint the next wave of millionaires › On Jan. 6,, Canal Capital Management, LLC disclosed a new position in the Akre Focus ETF (NYSE:AKRE), acquiring 175,232 shares in the fourth quarter, worth an estimated $11.5 million at the end of the period. It accounted for 1.6% of its assets under management. What happened According to an SEC filing dated Jan. 6, Canal Capital Management, LLC reported a new position in Akre Focus ETF (NYSE:AKRE), acquiring 175,232 shares. The estimated transaction value was $11.5 million based on the quarter’s average share price. What else to know Top holdings after the filing: NASDAQ: ODFL: $58.79 million (8.3% of AUM) NASDAQ: AAPL: $34.81 million (4.9% of AUM) NASDAQ: MSFT: $26.07 million (3.7% of AUM) NYSEMKT: LQD: $20.15 million (2.9% of AUM) NASDAQ: AVGO: $19.06 million (2.7% of AUM) As of Jan. 6, shares of AKRE were priced at $66.59. Company overview Metric Value Price (as of market close January 6, 2026) $66.59 Market capitalization $9.96 billion Sector Financial Services Industry Asset Management Company snapshot Akre Focus ETF pursues a disciplined investment approach, emphasizing companies with high returns on capital, robust reinvestment opportunities, and shareholder-oriented management. The fund’s strategy involves acquiring securities at reasonable valuations and maintaining positions until the investment thesis changes or more attractive opportunities are identified. Its competitive advantage lies in a selective, research-driven process and the flexibility to invest across the capital structure and select foreign markets. What this transaction means for investors Canal Capital Management made a significant investment in the Akre Focus ETF. Initiating a new position, it accounted for 1.6% of the firm's equity assets under manag...
Electric vehicle leader Tesla Inc (NASDAQ:TSLA) reported record overall deliveries in the third quarter, before seeing lower figures for the months in the fourth quarter. A new report for wholesale vehicles in China for the month of December offers good — and bad news — for investors. • Tesla stock is among today’s weakest performers. Why is TSLA stock falling? Tesla's Rebound In December After re...
Electric vehicle leader Tesla Inc (NASDAQ:TSLA) reported record overall deliveries in the third quarter, before seeing lower figures for the months in the fourth quarter. A new report for wholesale vehicles in China for the month of December offers good — and bad news — for investors. • Tesla stock is among today’s weakest performers. Why is TSLA stock falling? Tesla's Rebound In December After reporting 86,700 wholesale vehicles for the month of November in China, a new report shows Tesla's wholesale figure grew in the month of December. New data shared by Teslarati shows Tesla's wholesale figure for the month of December was 97,171 vehicles. The data, which was reported by CNEVPost, showed that wholesale vehicles in China were up 3.6% year-over-year and up 12.1% from the month of November. The 97,171 vehicle figure also marked the second-best month for China ever, trailing only the 100,291 vehicles in November 2022. The strong December could indicate a rebound for demand in China or nearby regions, with a second straight month of year-over-year gains in the country. The wholesale figure includes both retail units sold in China and units exported to other countries. In November, the total was split as 73,145 retail units and 13,555 export units. Tesla’s 2025 Decline While the December figure could indicate strong demand in China and nearby regions, it could be the result of several factors and comes with increased competition and competitors also seeing increased growth. The December figure also closes out the year with a not good enough total for full-year sales growth. Total wholesale sales were 851,732 units for the full year, which was down 7.1%. Tesla's domestic sales in China were 531,855 units through December. With a 2024 total of 657,105 now out of reach with the December wholesale figure, Tesla will have its first sales decline for the Chinese market in company history. The report said this could be due to the changeover at the Shanghai Gigafactory for th...
New York, Jan 6, 2026, 4:34 PM ET — After-hours Broadcom shares were up 0.1% after the close, after swinging between session lows near $338 and highs near $349. The company filed for a four-part senior notes offering, with pricing terms and total size not yet set. Broadcom also launched a unified Wi‑Fi 8 platform at CES and disclosed a recent CFO stock sale in a regulatory filing. Broadcom shares ...
New York, Jan 6, 2026, 4:34 PM ET — After-hours Broadcom shares were up 0.1% after the close, after swinging between session lows near $338 and highs near $349. The company filed for a four-part senior notes offering, with pricing terms and total size not yet set. Broadcom also launched a unified Wi‑Fi 8 platform at CES and disclosed a recent CFO stock sale in a regulatory filing. Broadcom shares rose 0.1% to $343.77 in after-hours trading on Tuesday after the company filed a preliminary prospectus supplement for a four-part senior notes offering with key terms left blank. Broadcom said it plans to use proceeds for general corporate purposes and to repay debt, with BofA Securities and J.P. Morgan listed as joint book-running managers. SEC The filing puts fresh focus on how Broadcom is balancing its capital structure as investors weigh funding costs across large technology companies. For equity holders, the next question is whether the debt move signals routine refinancing or a broader funding plan tied to 2026 product and investment priorities. Earlier on Tuesday, Broadcom launched a unified Wi‑Fi 8 platform at CES in Las Vegas, unveiling its BCM4918 accelerated processing unit (APU) and two dual-band Wi‑Fi 8 devices, the BCM6714 and BCM6719. “Wi‑Fi 8 represents a turning point for the industry—where broadband, connectivity, compute, and intelligence truly converge,” said Mark Gonikberg, senior vice president and general manager of Broadcom’s Wireless and Broadband Communications Division. Wi‑Fi 8 is the next generation of wireless networking, with early designs emphasizing reliability and lower latency rather than headline speed gains, as the industry is still rolling out Wi‑Fi 7. MediaTek also previewed Wi‑Fi 8 silicon at CES, and the Verge reported the underlying IEEE 802.11bn standard is not expected to be finalized until 2028, raising questions about how quickly early products translate into volume sales. The Verge Separately, Broadcom disclosed that CFO and ch...
SanDisk is up 871% in less than one year. Shares of NAND flash storage manufacturer Sandisk (SNDK +27.57%) rallied 27.6% on Tuesday. While the stock was actually the best-performing stock in the S&P 500 index last year, that statistic doesn't appear to be slowing down Sandisk's meteoric rise in 2026 at all. Today, more good news for the flash storage space came over the news wires and from CES, as...
SanDisk is up 871% in less than one year. Shares of NAND flash storage manufacturer Sandisk (SNDK +27.57%) rallied 27.6% on Tuesday. While the stock was actually the best-performing stock in the S&P 500 index last year, that statistic doesn't appear to be slowing down Sandisk's meteoric rise in 2026 at all. Today, more good news for the flash storage space came over the news wires and from CES, as the generative AI revolution is supporting an unprecedented demand boom for fast storage. Expand NASDAQ : SNDK Sandisk Today's Change ( 27.57 %) $ 75.55 Current Price $ 349.63 Key Data Points Market Cap $40B Day's Range $ 288.50 - $ 352.00 52wk Range $ 27.89 - $ 352.00 Volume 24M Avg Vol 11M Gross Margin 29.33 % SanDisk's meteoric rise continues While investors have been rapidly factoring in NAND flash price increases for Sandisk since the middle of last year, more positive news continues to emerge on that front. Yesterday, industry publication Trendforce reported that the flash industry expects solid-state drive (SSD) pricing to increase over 40% in the first quarter. Keep in mind, this is just a quarter-over-quarter price increase, not even a year-over-year increase. Trendforce writes: Meanwhile, disciplined capacity management by NAND Flash suppliers, along with robust server demand that is displacing other applications, is likely to increase contract prices across all NAND Flash product categories by 33–38%. On top of the industrywide news, at last night's Consumer Electronics Show (CES) presentation, Nvidia (NVDA 0.35%) highlighted its new storage platform optimized for agentic AI inference, promising up to five times more power efficiency than traditional storage platforms. While neither SanDisk nor any other flash player was mentioned by name, more efficient storage likely means a significant increase in demand for AI-related inference servers, which will likely be packed with NAND flash storage as the preferred storage medium. Advertisement On top of an already-rob...
Key Points NAND flash storage maker Sandisk rallied nearly 30% in a single day. The stock is now up 871% since it was spun out of Western Digital in late February 2025. It appears AI inferencing is causing a massive demand boom for solid state drives at the edge, with Nvidia introducing a new inferencing platform last night at CES. 10 stocks we like better than Sandisk › Shares of NAND flash stora...
Key Points NAND flash storage maker Sandisk rallied nearly 30% in a single day. The stock is now up 871% since it was spun out of Western Digital in late February 2025. It appears AI inferencing is causing a massive demand boom for solid state drives at the edge, with Nvidia introducing a new inferencing platform last night at CES. 10 stocks we like better than Sandisk › Shares of NAND flash storage manufacturer Sandisk (NASDAQ: SNDK) rallied 27.6% on Tuesday. While the stock was actually the best-performing stock in the S&P 500 index last year, that statistic doesn't appear to be slowing down Sandisk's meteoric rise in 2026 at all. 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 » Today, more good news for the flash storage space came over the news wires and from CES, as the generative AI revolution is supporting an unprecedented demand boom for fast storage. SanDisk's meteoric rise continues While investors have been rapidly factoring in NAND flash price increases for Sandisk since the middle of last year, more positive news continues to emerge on that front. Yesterday, industry publication Trendforce reported that the flash industry expects solid-state drive (SSD) pricing to increase over 40% in the first quarter. Keep in mind, this is just a quarter-over-quarter price increase, not even a year-over-year increase. Trendforce writes: Meanwhile, disciplined capacity management by NAND Flash suppliers, along with robust server demand that is displacing other applications, is likely to increase contract prices across all NAND Flash product categories by 33–38%. On top of the industrywide news, at last night's Consumer Electronics Show (CES) presentation, Nvidia (NASDAQ: NVDA) highlighted its new storage platform optimized for agentic AI inference, promising up to five times more power efficiency than traditional storage platforms. While neither SanDisk nor any other flash player was ...
Qualcomm, Inc Qualcomm Inc.: The Silent Superpower Rewiring the AI Smartphone and PC Wars Qualcomm Inc. is no longer just a modem giant. With Snapdragon X Elite, next?gen Snapdragon 8 platforms, and custom Oryon cores, it’s quietly redefining what phones, PCs, cars, and IoT devices can do. The Invisible Engine Behind Your Next Upgrade Most people never see the name Qualcomm Inc. on the gadgets the...
Qualcomm, Inc Qualcomm Inc.: The Silent Superpower Rewiring the AI Smartphone and PC Wars Qualcomm Inc. is no longer just a modem giant. With Snapdragon X Elite, next?gen Snapdragon 8 platforms, and custom Oryon cores, it’s quietly redefining what phones, PCs, cars, and IoT devices can do. The Invisible Engine Behind Your Next Upgrade Most people never see the name Qualcomm Inc. on the gadgets they buy, but they constantly feel its impact. Qualcomm Inc. powers everything from Android flagships and wireless earbuds to emerging AI PCs and connected cars. As AI workloads shift onto devices and 5G matures into a real infrastructure layer, Qualcomm Inc. is betting that its system-on-chip (SoC) platforms, custom CPUs, and connectivity stack will become the default engine of the post-cloud, on-device AI era. That shift is already visible in the latest Snapdragon platforms driving premium Android phones, AI-first Windows laptops, and next-generation automotive cockpits. Qualcomm Inc. is pushing an aggressive vision: powerful neural processing on the edge, efficient custom CPUs, advanced GPUs, and world-class modems, all integrated into tightly tuned platforms that promise better performance per watt than traditional PC and mobile incumbents. Get all details on Qualcomm Inc. here Inside the Flagship: Qualcomm Inc. When people talk about Qualcomm Inc. today, they’re really talking about an evolving portfolio of platforms rather than a single chip. At the center of that portfolio are three pillars: Snapdragon mobile platforms for smartphones and tablets, Snapdragon X platforms for AI PCs, and Snapdragon Digital Chassis for automotive. Together, they form a broad, vertically integrated ecosystem designed to capture every cycle of compute from your pocket to your dashboard. On mobile, the latest Snapdragon 8-series platforms have become the reference standard for Android flagships. They combine high-performance CPU clusters, advanced Adreno GPUs, and dedicated Hexagon-based AI e...