In this article MSFT Follow your favorite stocks CREATE FREE ACCOUNT Daniel Shapero, CEO of LinkedIn and Ryan Roslansky, EVP of LinkedIn and Microsoft Office. Courtesy: LinkedIn Microsoft has tapped Dan Shapero to be the new CEO of its LinkedIn division, succeeding Ryan Roslansky, who has run the subsidiary since 2020 and last year took on additional responsibility in Microsoft's Office productivi...
In this article MSFT Follow your favorite stocks CREATE FREE ACCOUNT Daniel Shapero, CEO of LinkedIn and Ryan Roslansky, EVP of LinkedIn and Microsoft Office. Courtesy: LinkedIn Microsoft has tapped Dan Shapero to be the new CEO of its LinkedIn division, succeeding Ryan Roslansky, who has run the subsidiary since 2020 and last year took on additional responsibility in Microsoft's Office productivity group. The change is effective immediately. "Dan has led sales, marketing, and product across the most important parts of this business," Roslansky wrote in a LinkedIn post on Wednesday announcing the change. "He knows our members, our customers, and carries the mission in a way that's genuinely rare." Roslansky, who came to LinkedIn from Glam Media in 2009 to be product chief and six years ago took over the group from Jeff Weiner , will retain his position as executive vice president at Microsoft. In his six years, membership has grown to 1.3 billion from about 700 million. LinkedIn's revenue grew 11% year over year in the fourth quarter, as the business social network has added members and sought to generate more money from each of them. Growth has slowed since Microsoft acquired the company for $27 billion in 2016. Social network operator Meta is more than 10 times larger than LinkedIn by revenue, and it showed nearly 24% growth in the fourth quarter. Microsoft has been busy adding artificial intelligence features across its Office products and in LinkedIn, while also spending heavily on data center infrastructure to provide AI computing power to cloud clients. "The power of economic opportunity and the promise of LinkedIn has never been more important than it is today as the world is transformed by AI and professionals everywhere must transition along with it," Shapero, who joined LinkedIn as a general manager in 2008 after running consulting projects at Bain & Co., wrote in a LinkedIn post . The revamp comes weeks after Microsoft's top-ranking Office leader, Rajesh ...
The AI arms race isnβt just about who builds the smartest chatbot β itβs about who supplies the plumbing. When Anthropic expanded its partnership with Amazon (NASDAQ:AMZN) to a reported $100 billion scale, the headlines focused on cloud dominance and model training. But hereβs the real question investors should be asking: who quietly benefits every ... Amazonβs $100 Billion Anthropic Bet Could Sup...
The AI arms race isnβt just about who builds the smartest chatbot β itβs about who supplies the plumbing. When Anthropic expanded its partnership with Amazon (NASDAQ:AMZN) to a reported $100 billion scale, the headlines focused on cloud dominance and model training. But hereβs the real question investors should be asking: who quietly benefits every ... Amazonβs $100 Billion Anthropic Bet Could Supercharge These 2 Overlooked Chip Stocks
Justin Sullivan/Getty Images News Intel ( INTC ) is scheduled to announce Q1 earnings results on Thursday, April 23rd, after market close. Ahead of the earnings, HSBC issued an upgrade on Tuesday as the investment firm called the continued demand for server CPUs a βbigger catalystβ for the semiconductor giant than its foundry push. Analyst Frank Lee expects upside to Intel's server CPU business to...
Justin Sullivan/Getty Images News Intel ( INTC ) is scheduled to announce Q1 earnings results on Thursday, April 23rd, after market close. Ahead of the earnings, HSBC issued an upgrade on Tuesday as the investment firm called the continued demand for server CPUs a βbigger catalystβ for the semiconductor giant than its foundry push. Analyst Frank Lee expects upside to Intel's server CPU business to start in the second-quarter, as he expects the company's revenue to be $14.2B, 9% above the Wall Street estimate. Further boosting Intel's results could be price hikes that aid its gross margins, Lee added. In the same week, BNP Paribas upgraded the semiconductor firm ahead of its Q1 earnings, with analyst David O'Connor saying that Intel is likely to benefit from increased server CPU demand caused by agentic artificial intelligence. Stifel, meanwhile, said in an earnings preview that Intel ( INTC ) enters with an improving narrative, server CPU demand well above expectations, and the September Nvidia ( NVDA ) partnership validating the x86 ecosystem, but gross margins are likely to remain static in low-to-mid 30s% in the near term and foundry losses remain a headwind. More recent SA contributor analyses have been bearish of the stock, with Doug Collins noting that recent high-profile deals with Google ( GOOG ) ( GOOGL ), Amazon ( AMZN ) and the Terafab project ( TSLA ) validate Intelβs technology but lack near-term revenue impact or clear financial details, and the foundry segment remains βdeeply unprofitable.β The Value Portfolio also sees Intel facing intense competition from TSMC, Samsung, and new entrants, and despite progress with 18A/14A nodes and partnerships like Nvidia, the foundry division posts ~$10B in annualized losses, and revenue/margins continue to decline Y/Y. The consensus EPS estimate is $0.01 (-92.3% Y/Y) and the consensus revenue estimate is $12.43B (-2.1% Y/Y). Over the last 2 years, INTC has beaten EPS estimates 63% of the time and has beaten revenu...
Justin Sullivan/Getty Images News Intel ( INTC ) is scheduled to announce Q1 earnings results on Thursday, April 23rd, after market close. Ahead of the earnings, HSBC issued an upgrade on Tuesday as the investment firm called the continued demand for server CPUs a βbigger catalystβ for the semiconductor giant than its foundry push. Analyst Frank Lee expects upside to Intel's server CPU business to...
Justin Sullivan/Getty Images News Intel ( INTC ) is scheduled to announce Q1 earnings results on Thursday, April 23rd, after market close. Ahead of the earnings, HSBC issued an upgrade on Tuesday as the investment firm called the continued demand for server CPUs a βbigger catalystβ for the semiconductor giant than its foundry push. Analyst Frank Lee expects upside to Intel's server CPU business to start in the second-quarter, as he expects the company's revenue to be $14.2B, 9% above the Wall Street estimate. Further boosting Intel's results could be price hikes that aid its gross margins, Lee added. In the same week, BNP Paribas upgraded the semiconductor firm ahead of its Q1 earnings, with analyst David O'Connor saying that Intel is likely to benefit from increased server CPU demand caused by agentic artificial intelligence. Stifel, meanwhile, said in an earnings preview that Intel ( INTC ) enters with an improving narrative, server CPU demand well above expectations, and the September Nvidia ( NVDA ) partnership validating the x86 ecosystem, but gross margins are likely to remain static in low-to-mid 30s% in the near term and foundry losses remain a headwind. More recent SA contributor analyses have been bearish of the stock, with Doug Collins noting that recent high-profile deals with Google ( GOOG ) ( GOOGL ), Amazon ( AMZN ) and the Terafab project ( TSLA ) validate Intelβs technology but lack near-term revenue impact or clear financial details, and the foundry segment remains βdeeply unprofitable.β The Value Portfolio also sees Intel facing intense competition from TSMC, Samsung, and new entrants, and despite progress with 18A/14A nodes and partnerships like Nvidia, the foundry division posts ~$10B in annualized losses, and revenue/margins continue to decline Y/Y. The consensus EPS estimate is $0.01 (-92.3% Y/Y) and the consensus revenue estimate is $12.43B (-2.1% Y/Y). Over the last 2 years, INTC has beaten EPS estimates 63% of the time and has beaten revenu...
Fabian Gysel Pratt & Whitney, an RTX ( RTX ) business, said it will invest $100 million in its RzeszΓ³w, Poland, facility to expand production capacity for commercial and military aircraft engines, as manufacturers race to meet rising demand and clear supply bottlenecks. The investment will fund construction of a new building focused on processing isothermally forged engine parts, including heat tr...
Fabian Gysel Pratt & Whitney, an RTX ( RTX ) business, said it will invest $100 million in its RzeszΓ³w, Poland, facility to expand production capacity for commercial and military aircraft engines, as manufacturers race to meet rising demand and clear supply bottlenecks. The investment will fund construction of a new building focused on processing isothermally forged engine parts, including heat treatment, sonic machining and inspection operations. The company said the expansion supports growing output needs for several key programs, including the geared turbofan (GTF), F135 and F100 engines. The project follows a previously announced $200 million investment in a seventh isothermal forging press at Pratt & Whitneyβs Columbus Forge site in Georgia. Together, the two projects are expected to be fully operational by 2028 and increase production of critical engine components such as compressor and turbine disks by about 30%. Piotr Owsicki, general manager of Pratt & Whitney in RzeszΓ³w, said the investment is aimed at increasing manufacturing capacity and strengthening production of advanced engine technologies for current and future aircraft platforms. The move underscores the strategic importance of Poland within RTXβs global manufacturing footprint. The company said Poland is its largest international base outside the United States, employing more than 9,400 people across Collins Aerospace, Pratt & Whitney and Raytheon operations. Pratt & Whitneyβs Polish facilities manufacture components for both civilian and defense programs, including parts for the GTF fan drive gear system as well as structures used in the F100 and F135 military engines. A technician at Pratt & Whitneyβs West Palm Beach Engine Center performs a maintenance check on a PW1100G-JM GTF engine. (Pratt & Whitney) The announcement comes a day after Pratt & Whitney disclosed more than $100 million in investments across three U.S. maintenance, repair and overhaul sites in Irving, Texas, West Palm Beach, Flo...
joebelanger/iStock via Getty Images Investment Thesis I recommend buying shares in the mining company Aura Minerals ( NASDAQ : AUGO ). This is my first article about the company, however I have several articles with assertive recommendations on gold and gold mining ETFs . My intention in this article is to base my recommendation through an in-depth study of the company, its history, business model...
joebelanger/iStock via Getty Images Investment Thesis I recommend buying shares in the mining company Aura Minerals ( NASDAQ : AUGO ). This is my first article about the company, however I have several articles with assertive recommendations on gold and gold mining ETFs . My intention in this article is to base my recommendation through an in-depth study of the company, its history, business model, strategy, finances and valuation. History The gold mining company was founded in Canada in 1946, and in 2006 it was listed on the Toronto Stock Exchange. The company went through ups and downs from 2008 to 2016, facing a financial crisis, high mining costs, investments in new projects, and a sharp drop in the price of copper. In 2016 when prices were at their lowest, the Brazilian investment fund Northwestern Enterprises took control of the company and in 2018 began a broad turnaround process to put the company back on track for growth. The restructuring culminated in its double listing: In addition to Canada, the company opened its capital on the Brazilian Stock Exchange, B3 ( BOLSY ), in 2019. Between 2020 and 2025, the company went through a growth phase with the maturation of projects combined with the soaring price of gold. History (IR Company) In July 2025, the company listed its shares on Nasdaq with plans to move from being a junior gold miner to reaching its large global peers. This allowed ETF managers to become shareholders. Aura Minerals is part of the VanEck Junior Gold Miners (NYSEARCA: GDXJ ) ETF for example. Shareholders (IR Company) Corporate profile Since the start of its restructuring in 2018, the company has grown from two main operations to six projects in three countries and prospects for growth with developments. The map below consolidates the mines in operation and projects under development. Operations (IR Company) The company's revenues in 2025 came 82% from gold, 16% from copper and 2% from others (silver and molybdenum). Its main mines are MSG,...