How Much Is Nvidia Stock Expected to Move After the AI Chipmaker Reports Earnings Wednesday? Investopedia

Nvidia is set to release its quarterly results after the closing bell Wednesday, with expectations running high and traders anticipating a sizable move from the AI chipmaker's stock.

How Much Is Nvidia Stock Expected to Move After the AI Chipmaker Reports Earnings Wednesday? Yahoo Finance

Key PointsSoundHound's proprietary technology and popularity in certain sectors form a strong moat.

While some cities are moving to end their contracts with Flock over its links to ICE, others are taking matters into their own hands.

Shares of credit card giant American Express (NYSE: AXP) plunged 7.5% on Monday as of 12:55 p.m. EDT. It's unusual for such a big and seemingly strong company as American Express to fall this much on a day with no company-specific news. However, fears over artificial intelligence disruption hit the financial sector hard today, mainly due to a post on X (formerly Twitter) by a highly followed account. In addition, hopes of near-term interest rate cuts were dashed as a result of a Fed official's commentary, which also likely played a hand in today's pullback. Continue reading

Jessie Casson/DigitalVision via Getty Images Sometimes, when you start examining a sector, you find a company that really makes you raise your eyebrows. This was my experience when I looked at Vulcan Materials ( VMC ) the first time. My thoughts concerned how a company in construction materials can consistently be ranked at such extreme valuation multiples, essentially consistently being "expensive", even in fact when it was unprofitable following the Great Financial Crisis. The illustration below is a good representation of what the company has been seeing. F.A.S.T graphs Vulcan Materials To be clear, Vulcan Materials is consistently trading well above sector averages and sector premiums. Its 20-year premiums, which do of course include some of that unprofitable time, come to valuation levels typically reserved for AI or semi-oriented companies, at over 50x P/E. If viewed from its normalized multiples, not only would VMC be considered cheap, it'd be considered extremely cheap. Fundamentals are very solid. You have BBB+, you have low leverage, and you have a high market cap of close to $40B. The yield is poor, below 0.7%, but it's safe. I would characterize the company as semi-volatile, showing tendencies of going up and down, but not really crashing to well below typical averages, which, unlike its peers, is also something we don't see here. In this article I'll be establishing fundamentals for Vulcan Materials and discussing its appeal at its current or future valuation. That the company is debated is clear enough. SA analyst averages and Wall Street averages are currently at "BUY", and Quant is at a "HOLD", citing very poor valuation, momentum, and revisions. However, these grades from Quant are sector-average looking. As we've established here, it might be a company that ignores the sector and has its own trends, even if there's obviously an end-market correlation. The articles on the company can be split into two categories. Those that generally accept the comp...

Key PointsBaker Bros. Advisors LP added 437,000 shares of Praxis Precision Medicines in the fourth quarter; the estimated transaction value is $81.38 million based on quarterly average pricing.

"Bloomberg ETF IQ" focuses on the opportunities, risks and current trends tied to the trillions of dollars in the global exchange traded funds industry. Today's guests: Davis Select US Equity Portfolio Manager Chris Davis, YMX VettaFi Investment Strategist Cinthia Murphy, Proshares Global Investment Strategist Simeon Hyman, and JPMorgan Asset Management Global Head of ETFs Travis Spence. (Source: Bloomberg)

Key PointsFluor Corp. sold 71,000,000 shares of SMR common stock on Feb. 13, 2026, for a total transaction value of ~$1.35 billion.

2月23日获悉，两位知情人士透露，美军参谋长联席会议主席丹·凯恩一直在向总统特朗普和高级官员建议，对伊朗采取军事行动可能带来重大风险，尤其是可能陷入旷日持久的冲突。 据悉，特朗普政府高层正在就如何应对伊朗僵局以及每种方案的后果展开辩论。目前，特朗普身边的一些人士敦促保持谨慎，但一些消息人士认为特朗普本人倾向于发动打击。（央视）

iamporpla/iStock via Getty Images BNP Paribas Exane on Monday downgraded Nutrien ( NTR ) to Neutral from Outperform, arguing that fertilizer markets, particularly nitrogen, face mounting headwinds even after a strong run in the stock. The brokerage maintained its $76 price target but said shares are now trading within roughly 5% of that valuation, limiting further upside potential. While analysts led by David Symonds said they remain impressed with Nutrien’s ( NTR ) operational execution and see it as a high-quality name with diversified exposure across potash, nitrogen and retail, they are becoming increasingly cautious about near-term agricultural fundamentals. Nitrogen outlook darkens In the report titled “Nitrogen on borrowed time,” BNP Paribas warned that tight conditions in global nitrogen markets are likely to ease as 2026 progresses. Early-year supply constraints, driven by Iranian gas disruptions and China’s seasonal export limits, pushed urea prices well above the industry cost curve. However, the bank noted that gas supply to Iranian producers is said to have resumed, and Chinese exports are expected to restart in the coming months, potentially loosening global balances. The analysts expect fertilizer affordability to remain a key constraint. Their internal affordability indicator for nitrogen has deteriorated further year-to-date, now sitting well below recent levels, even as phosphate and potash metrics have been more stable. That dynamic, they argue, could weigh on demand and ultimately pressure pricing. Demand risks emerging Although potash demand has shown resilience in the near term, BNP Paribas forecasts volumes could decline about 2% in 2026 as farmer economics tighten. While countries such as China and Brazil are operating with relatively low inventories, the firm believes replenishment buying may be offset by weaker demand from Southeast Asia after strong purchases in 2025. Given the steep cost curve in potash, even modest demand softness could ...

Investors are running for the exits on cybersecurity stocks as persistent artificial intelligence disruption fears overpower the industry's strong fundamentals. We are not among them. The steep sell-off began Friday and extended into Monday's session following Anthropic's announcement of Claude Code, an AI-powered assistant designed to scan code bases for security vulnerabilities and suggest targeted patches for human review. The tool is currently available in a limited research preview. CrowdStrike fell 8% on Friday and 9% on Monday, while Palo Alto Networks dropped 1.5% Friday and 2.5% Monday. Both names are stocks in the CNBC Investing Club portfolio. During Monday's Morning Meeting, Jim Cramer pushed back on the narrative driving the selling. "We don't think there's anything fundamentally wrong." Jeff Marks, the Club's director of portfolio analysis, described the cyber group as "guilty by association." The association is everything enterprise software, which has been slaughtered of late. Jim and Jeff have said repeatedly that cybersecurity stocks should not be lumped in with broader software names because client companies cannot skimp on protecting their computer systems from AI-powered hackers. Additionally, the rise of AI agents has widened the scope of vulnerability exponentially. Both CrowdStrike and Palo Alto are best-in-class in this new arms race. The market reaction reflects a growing perception that AI tools capable of identifying weak spots could disrupt application security testing and related cybersecurity services. Anthropic isn't alone. In October , AI startup OpenAI announced an AI-powered security researcher called Aardvark that autonomously finds, validates, and helps fix security holes at scale. Wall Street analysts agree with Jim and Jim's views that the fear is overdone. JPMorgan analysts called the rotation out of cybersecurity "relatively indiscriminate," and they said it sees an opportunity emerging within the group, the firm wrote Monday...

While Wall Street awaits Nvidia earnings, IPO Leader Amer Sports also enters the spotlight alongside the AI giant on Wednesday.

First Solar ( FSLR ) will report its results for the fourth quarter on Tuesday, after market close. Wall Street expects the company to post earnings per share of $5.24, implying a rise of around 44% year over year, on a revenue of $1.57 billion. During the quarter, First Solar expanded its U.S. manufacturing footprint during the period, announcing a new 3.7-GW panel facility in Gaffney, South Carolina, expected to begin operations in the second half of 2026, and opening a $1.1 billion plant in Louisiana, part of efforts to onshore key production processes for its Series 6 modules and lift total annual nameplate capacity to 17.7 GW by 2027. Meanwhile, Alphabet agreed to acquire Intersect for $4.75 billion to expand data-center power capacity, in a deal highlighting growing energy demand tied to infrastructure served by First Solar . Separately, Chief Commercial Officer Georges Antoun sold about $9.9 million worth of shares under a pre-arranged trading plan. According to Alpha’s Quant Rating system, FSLR is rated Hold with an overall score of 3.12 out of 5, reflecting grades of A- in terms of growth but a D+ in terms of revisions. An analyst said First Solar remains well positioned ahead of its results, citing strong earnings growth, expanding manufacturing capacity, and sustained demand for its thin-film solar modules, adding that the company’s financial profile and backlog support a positive outlook. They said, “FSLR’s EPS has grown at a 44.2% CAGR over five years, with record sales and a robust $16.4 billion contracted backlog through 2030,” adding, “valuation is fair to discounted, the balance sheet remains strong, and Q4 earnings are likely to impress.” Over the past two years, FSLR has beaten EPS estimates 63% of the time and has beaten revenue estimates 50% of the time. Over the last three months, EPS estimates have seen one upward revision and one downward revision; revenue estimates have seen one upward revision and four downward moves. More on Gran Tierra En...

PM Images/DigitalVision via Getty Images Fund performance The equity portion of the Fund rose (gross of fees) but slightly underperformed its benchmark over the quarter. 1 Expense ratios Fiscal year ended March 30 (%) Annual Expenses Percent of Net Assets Percent of Managed Assets Management Fees 1.25 1.00 Other Expenses 0.17 0.14 Operating Expenses (net of fee waiver) 1.42 1.14 Leverage Costs 1.68 1.34 Total Expenses 3.28 2.62 Total Expenses before Fee Waiver 3.28 2.62 Click to enlarge Effective upon the close of business on October 27, 2023, the Adviser entered into a written contract with the Fund to limit the total ordinary operating expenses of the Fund (excluding leverage costs, interest, taxes, brokerage commissions, acquired fund fees and expenses and any non-routine expenses) from exceeding 1.44% of the average daily net assets of the Fund on an annualized basis for twelve months (the "Expense Limitation Agreement"). The Expense Limitation Agreement may not be terminated before October 27, 2025, without the approval of the Fund's trustees who are not "interested persons" of the Fund (as defined in the 1940 Act). Leverage Costs include interest, fees, and other up front/ offering costs associated with the leverage structure for the Fund. Gross Operating Expenses include the Fee Waiver and Leverage Costs. Performance The latest available performance figures have been calculated net-of-fees in U.S. dollars for the period: Cumulative and annualized total return as of December 31, 2025 (%) NAV Market price Quarter to date 9.87 13.86 Year to date 7.59 13.81 1 Year 7.59 13.81 3 years (p.a.) 4.81 8.91 5 years (p.a.) 5.88 7.29 10 years (p.a.) 8.12 9.38 Click to enlarge Past Performance is no guarantee of future results. Investment returns and principal value will fluctuate and shares, when sold, may be worth more or less than original cost. Current performance may be lower or higher than the performance quoted. NAV return data includes investment management fees, cu...

Amid relief that changes will avoid significant disruption for families, there are fears some children will not benefit Parents of children with special needs say they are relieved that the government’s long-awaited overhaul will avoid significant disruption for their families – but told the Guardian they fear getting help will remain a struggle. Becky, whose son Kyllian has a number of disabilities including cerebral palsy and is registered blind, said she was “cautiously optimistic” about the changes in England announced by Bridget Phillipson, and immediate relief that her son wouldn’t have to move from his special school. Continue reading...

格隆汇2月24日｜当地时间周一，代理美国劳工统计局局长威廉·维亚特罗夫斯基反驳了特朗普总统去年夏天解雇其局长的理由，称伪造数据的指控是毫无根据的。维亚特罗夫斯基的这番言论，是该无党派统计机构的高级官员迄今为止对特朗普批评的最强烈反驳。特朗普曾指责该机构伪造数据以损害其政治前景。去年8月，在劳工统计局公布了对此前就业增长数据的大幅向下修正的同一天，特朗普解雇了前局长埃里卡·麦克恩塔弗。维亚特罗夫斯基周一在华盛顿特区举行的一次会议上对经济学家表示，这些指控是错误的。他补充说，同样错误的是，有人担心自麦克恩塔弗被解雇以来，特朗普政府本身一直在伪造统计数据。维亚特罗夫斯基说：“如果有人操纵数据，我会第一个站出来大声疾呼出了问题。而且我的许多、许多同事也会跟着我一起发表公开声明。”

Will AI agents crash the U.S. economy?

Key PointsCitrini Research issued a warning on the threat AI agents pose to the economy today.

Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

For the first quarter of fiscal 2026 (ended Dec. 27), Apple (NASDAQ: AAPL) reported revenue and earnings per share (EPS) that blew past Wall Street analyst estimates. The top line grew by 15.7%, while the bottom-line metric increased by 18.3% compared to the same period last year. There's a lot of momentum that's lifting this dominant tech enterprise. It's time to look forward to the next expected earnings date. Is it a good idea to invest in Apple stock before April 30? Image source: Getty Images. Continue reading

Don't let the headlines fool you. While geopolitical tensions and "AI fatigue" dominate the news cycle, the underlying data tells a different story.

Tesla’s Growth Story Now Depends On Execution, Not Hype (NASDAQ:TSLA) Seeking Alpha

Alexander Shapovalov/iStock Editorial via Getty Images Tesla, Inc.’s ( TSLA ) business right now sits at the intersection of really big plans and a stock price that’s tough to justify. Before, I rated Tesla as Hold because I thought the hype, even though it sounded good and got a lot of attention, was running ahead of what the company had actually proven it could do financially. Since then, the stock’s been all over the place, moving up and down based as much on hype and sudden news as on anything in the numbers. I still haven’t seen enough to feel strongly one way or the other. Not much has changed except a clear slowdown in how many cars they’re actually getting out the door, a hard push into AI, robots, and energy, and a top-level decision to spend cash faster than ever before. But the gap between these big dreams and the steady profits Tesla needs to keep its stock price high isn’t much smaller than it was. Slowing Vehicle Growth Meets Expanding Ambitions For 2025, Tesla brought in $94.8 billion in revenue. That’s down from last year. Total deliveries fell about 9% year over year, down to about 1.64 million vehicles. TSLA That’s a pretty obvious slowdown in demand for the cars Tesla built its name on. Model 3 and Model Y, still the main money makers, saw deliveries decline in the fourth quarter year over year, while the rest of their cars fell even harder, also declining sharply in the fourth quarter year over year. TSLA But energy storage took off, hitting 46.7 GWh, a 49% jump. Revenue from energy generation and storage hit $12.8 billion, up 26.6% from the year before. Still, profits from energy and storage are touchy. Management said straight up, “We expect margin compression from the increased low-cost competition, impacts to the market from policy uncertainty, and the cost of tariffs.” So even though that side of the business is growing fast, it’s not yet enough to offset the shrinking margins from the core automotive business. Margins Are Compressing as Inv...

Peter Wright confronted in high court over evidence on newspaper’s relationship with convicted investigator The former editor of the Mail on Sunday has denied claims he misled the Leveson inquiry into press standards over the newspaper’s involvement with corrupt private investigators. Appearing at the high court, Peter Wright, who edited the Sunday newspaper from 1998 to 2012, said some of the allegations aimed at the title – which include landline tapping and bugging – were “just incredible”. Continue reading...

Private equity returned fewer profits to investors for a fourth straight year as the industry sat on $3.8 trillion of unsold assets and struggled to raise money for new funds. Allison McNeely reports. (Source: Bloomberg)

格隆汇2月24日｜市场消息：美国国防部向国会提交了调和支出计划，将投入1510亿美元用于舰艇、导弹和战斗机。