As the earnings season winds down, investors are turning their attention to updated quant ratings following the latest round of corporate results. The quant scores provide a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and revisions after reporting their quarterly performance. Tech giants like Apple ( AAPL ), Microsoft ( MSFT ), Alphabet ( G...
As the earnings season winds down, investors are turning their attention to updated quant ratings following the latest round of corporate results. The quant scores provide a snapshot of how companies rank across key factors such as valuation, growth, profitability, momentum, and revisions after reporting their quarterly performance. Tech giants like Apple ( AAPL ), Microsoft ( MSFT ), Alphabet ( GOOGL ) ( GOOG ), Nvidia ( NVDA ) and Meta Platforms ( META ) secured Hold ratings from Seeking Alpha’s Quant Rating system, while Amazon ( AMZN ) received a Strong Buy rating. Below is a snapshot of large-cap technology companies with market capitalizations above $10 billion, highlighting those with the highest and lowest quant ratings after the earnings season, underscoring which stocks strengthened their fundamentals and which lagged. Top-quant rated stocks: Sandisk ( SNDK ), Quant rating: 4.99 , Strong Buy Micron Technology ( MU ), Quant rating: 4.99 , Strong Buy Lumentum ( LITE ), Quant rating: 4.99 , Strong Buy Ciena ( CIEN ), Quant rating: 4.98 , Strong Buy Dell Technologies ( DELL ), Quant rating: 4.88 , Strong Buy Bottom-quant rated stocks: Dassault Systèmes ( DASTY ), Quant rating: 1.18 , Strong Sell Atlassian ( TEAM ), Quant rating: 1.24 , Strong Sell Gartner ( IT ), Quant rating: 1.30 , Strong Sell GoDaddy ( GDDY ), Quant rating: 1.56 , Strong Sell Nomura Research Institute ( NRILY ), Quant rating: 1.65 , Strong Sell More on State Street Technology Select Sector SPDR ETF Technology's Hidden Opportunity Map: What Systematic Pattern Analysis Reveals Across Market Regimes (Technical Analysis) Software Likely Bottomed Last Week: 3 Companies I'm Buying SaaS: Is There Opportunity In The Destruction? Energy surges to the top as long-only investors rebalance portfolios: BofA Research Tech sector volatility creates ‘interesting time to step in’ – Evercore’s Mahaney
It was a wild week in the energy markets. The stock of fuel cell maker Bloom Energy (BE 1.67%) was one big winner. Bloom shares soared 14.3% over the week, while all the major averages ended in the red, according to data from S&P Global Market Intelligence. That continued a surge in the shares, which are up 78% so far this year. Now it's oil prices Bloom stock has been soaring due to energy demand...
It was a wild week in the energy markets. The stock of fuel cell maker Bloom Energy (BE 1.67%) was one big winner. Bloom shares soared 14.3% over the week, while all the major averages ended in the red, according to data from S&P Global Market Intelligence. That continued a surge in the shares, which are up 78% so far this year. Now it's oil prices Bloom stock has been soaring due to energy demand driven by rapidly expanding data center capacity. Bloom offers an alternative to power supplied by the electrical grid, which drains capacity and raises prices. Its on-site fuel cell option provides a solution to a growing problem. Investors, including Brookfield Asset Management, noticed this months ago. Brookfield entered into an agreement to invest up to $5 billion to deploy Bloom's fuel cell technology for data center applications. Expand NYSE : BE Bloom Energy Today's Change ( -1.67 %) $ -2.62 Current Price $ 154.55 Key Data Points Market Cap $43B Day's Range $ 151.64 - $ 163.50 52wk Range $ 15.15 - $ 180.90 Volume 236K Avg Vol 11M Gross Margin 30.89 % This week, though, soaring oil prices have investors pouring into Bloom stock. Data centers are just one application for its technology, after all. Bloom has been supplying its local power platform to manufacturing facilities long before data centers made headlines. The company recorded its second consecutive year of positive cash flow from operations in 2025, totaling $113.9 million. With the backing of Brookfield and demand from data centers continuing to grow, Bloom's sales trajectory should continue to accelerate.
Key Points Geopolitical events are driving investors to Bloom Energy this week. Oil prices are soaring, and alternative energy sources like Bloom's fuel cells are gaining attention. 10 stocks we like better than Bloom Energy › It was a wild week in the energy markets. The stock of fuel cell maker Bloom Energy (NYSE: BE) was one big winner. Bloom shares soared 14.3% over the week, while all the maj...
Key Points Geopolitical events are driving investors to Bloom Energy this week. Oil prices are soaring, and alternative energy sources like Bloom's fuel cells are gaining attention. 10 stocks we like better than Bloom Energy › It was a wild week in the energy markets. The stock of fuel cell maker Bloom Energy (NYSE: BE) was one big winner. Bloom shares soared 14.3% over the week, while all the major averages ended in the red, according to data from S&P Global Market Intelligence. That continued a surge in the shares, which are up 78% so far this year. 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 » Now it's oil prices Bloom stock has been soaring due to energy demand driven by rapidly expanding data center capacity. Bloom offers an alternative to power supplied by the electrical grid, which drains capacity and raises prices. Its on-site fuel cell option provides a solution to a growing problem. Investors, including Brookfield Asset Management, noticed this months ago. Brookfield entered into an agreement to invest up to $5 billion to deploy Bloom's fuel cell technology for data center applications. This week, though, soaring oil prices have investors pouring into Bloom stock. Data centers are just one application for its technology, after all. Bloom has been supplying its local power platform to manufacturing facilities long before data centers made headlines. The company recorded its second consecutive year of positive cash flow from operations in 2025, totaling $113.9 million. With the backing of Brookfield and demand from data centers continuing to grow, Bloom's sales trajectory should continue to accelerate. Should you buy stock in Bloom Energy right now? Before you buy stock in Bloom Energy, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10...
$MSFT stock fell 4% this week, according to our price data from Polygon. It has been the 8th most-searched ticker on Quiver Quantitative over the last week, out of 50 total tickers searched. Here is what we see in our data on $MSFT (you can track the company live on Quiver's $MSFT stock page): $MSFT Insider Trading Activity $MSFT insiders have traded $MSFT stock on the open market 6 times in the p...
$MSFT stock fell 4% this week, according to our price data from Polygon. It has been the 8th most-searched ticker on Quiver Quantitative over the last week, out of 50 total tickers searched. Here is what we see in our data on $MSFT (you can track the company live on Quiver's $MSFT stock page): $MSFT Insider Trading Activity $MSFT insiders have traded $MSFT stock on the open market 6 times in the past 6 months. Of those trades, 1 have been purchases and 5 have been sales. Here’s a breakdown of recent trading of $MSFT stock by insiders over the last 6 months: BRADFORD L SMITH (Vice Chair and President) has made 0 purchases and 2 sales selling 38,500 shares for an estimated $19,967,707 . . JUDSON ALTHOFF (CEO Microsoft Commercial) sold 12,750 shares for an estimated $6,266,829 KATHLEEN T HOGAN (EVP, Strategy) sold 12,320 shares for an estimated $5,045,642 JOHN W STANTON purchased 5,000 shares for an estimated $1,986,750 TAKESHI NUMOTO (EVP, Chief Marketing Officer) sold 2,850 shares for an estimated $1,364,352 To track insider transactions, check out Quiver Quantitative's insider trading dashboard. $MSFT Hedge Fund Activity We have seen 2,782 institutional investors add shares of $MSFT stock to their portfolio, and 2,787 decrease their positions in their most recent quarter. Here are some of the largest recent moves: To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. Receive $MSFT Data Alerts Sign Up $MSFT Government Contracts We have seen $410,702,419 of award payments to $MSFT over the last year. Here are some of the awards which we have have seen pay out the most over the last year: To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. $MSFT Congressional Stock Trading Members of Congress have traded $MSFT stock 38 times in the past 6 months. Of those trades, 19 have been purchases and 19 have been sales. Here’s a breakdown of recent trading of...
US President Donald Trump on Saturday urged other nations to send ships to help secure the Strait of Hormuz, the critical chokepoint for global oil supplies disrupted by the Iran war. Trump, who has said the United States will soon start escorting tankers through the strait, posted on social media: “Many countries, especially those who are affected by Iran’s attempted closure of the Hormuz Strait,...
US President Donald Trump on Saturday urged other nations to send ships to help secure the Strait of Hormuz, the critical chokepoint for global oil supplies disrupted by the Iran war. Trump, who has said the United States will soon start escorting tankers through the strait, posted on social media: “Many countries, especially those who are affected by Iran’s attempted closure of the Hormuz Strait, will be sending War Ships, in conjunction with the United States of America, to keep the Strait open and safe.” The US president added: “Hopefully China, France, Japan, South Korea, the UK, and others, that are affected by this artificial constraint, will send Ships to the area.” Advertisement Iranian strikes have all but halted maritime traffic in the strait, through which a fifth of global crude oil and liquefied natural gas normally pass. It is just 54km (34 miles) wide at its narrowest point. With oil prices spiking, Trump was asked on Friday when the US Navy would begin escorting tankers through the Strait of Hormuz. “It’ll happen soon, very soon,” he said. 01:22 Oil tankers set ablaze by Iranian drones as shipping vessels targeted in Middle East war Oil tankers set ablaze by Iranian drones as shipping vessels targeted in Middle East war In his post on Saturday, Trump asserted that Iran’s military capability had been eliminated but he conceded that it was still able to attack the strait.
The electric vehicle market is getting crowded as traditional automakers release new EV models and new start-ups expand their position in the market. The result has been a rise in EV sales, which jumped 7% in the U.S. last year. But finding a long-term winner among EV stocks isn't exactly easy right now. The share prices of many companies have fallen over the past few years as investors have tried...
The electric vehicle market is getting crowded as traditional automakers release new EV models and new start-ups expand their position in the market. The result has been a rise in EV sales, which jumped 7% in the U.S. last year. But finding a long-term winner among EV stocks isn't exactly easy right now. The share prices of many companies have fallen over the past few years as investors have tried to figure out how quickly EVs might replace traditional autos. Start Your Mornings Smarter! Wake up with Breakfast news in your inbox every market day. Sign Up For Free » That's left some people wondering whether established EV maker Tesla (NASDAQ: TSLA) or start-up Rivian (NASDAQ: RIVN) is a better buy. Here's the case for each. The case for Tesla The case for Tesla is pretty straightforward, considering the automaker is a leader in EVs. Tesla has 18% of the battery electric vehicle market, though competition among Chinese automakers and EV start-ups is rising. Tesla's early lead in electric vehicle manufacturing continues to pay off, allowing it to weather rising material costs, component shortages, and other hiccups that derail smaller EV companies. There are legitimate criticisms of Tesla, including that some of its model lineup is a little long in the tooth and a promised cheaper EV model has yet to materialize. Tesla CEO Elon Musk has said that a cheaper model could launch later this year, but details are sparse. However, Tesla also has new growth opportunities in the pipeline. Musk recently debuted the company's Robotaxi, which will be part of an upcoming Tesla ride-hailing service. Some estimates put the global autonomous ride-hailing market at $480 billion by 2032, and big investments from Alphabet's Waymo and Nvidia indicate this space is heating up. It's worth pointing out that Tesla recently reported disappointing fourth-quarter results. Its total sales rose just 2% to $25.7 billion, while automotive revenue declined 8% to $19.8 billion. Tesla said reduced aver...
Key Points CoreWeave soared more than 300% in the months following its IPO a year ago. The stock has given back some gains as investors worry about AI spending. 10 stocks we like better than CoreWeave › CoreWeave (NASDAQ: CRWV) has been at the heart of this artificial intelligence (AI) revolution in recent months. The company offers something in great demand -- capacity for workloads -- and has se...
Key Points CoreWeave soared more than 300% in the months following its IPO a year ago. The stock has given back some gains as investors worry about AI spending. 10 stocks we like better than CoreWeave › CoreWeave (NASDAQ: CRWV) has been at the heart of this artificial intelligence (AI) revolution in recent months. The company offers something in great demand -- capacity for workloads -- and has seen revenue soar. Stock performance also has climbed, for example, surging more than 300% from the company's initial public offering last year to a peak a few months later. But it's also pared that major gain amid certain concerns. Let's consider the bull and bear case for this exciting AI stock. 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 » The bull case CoreWeave offers customers a way to run AI workloads so that they may save them time and money, and it also provides them with great flexibility: The company rents out access to Nvidia's top-performing graphics processing units (GPUs). Customers can rent by the hour, so they may use the service for short-term or long-term projects. This has driven tremendous growth, with triple-digit revenue gains in recent quarters, and in the latest full year, CoreWeave said it reached $5 billion in annual revenue faster than any other cloud service provider. CoreWeave also maintains a close relationship with Nvidia, and this has led to it being the first to make Nvidia's latest systems, from Blackwell to Blackwell Ultra, generally available to customers. The bear case To keep up with the mountain of demand, CoreWeave must invest heavily in infrastructure, and that's resulted in increasing debt levels. This is risky since CoreWeave already is a highly leveraged company. CoreWeave's debt-to-equity ratio shows that it relies heavily on debt to support operations. Invest...
David Tran/iStock Editorial via Getty Images Adobe ( ADBE ) has reached a $150M settlement with the U.S. Justice Department to resolve allegations that the software maker concealed important information about its subscription plans, causing customers to pay hefty early termination fees during cancellation. The deal, pending court approval, resolves a case filed against the Acrobat maker and two of...
David Tran/iStock Editorial via Getty Images Adobe ( ADBE ) has reached a $150M settlement with the U.S. Justice Department to resolve allegations that the software maker concealed important information about its subscription plans, causing customers to pay hefty early termination fees during cancellation. The deal, pending court approval, resolves a case filed against the Acrobat maker and two of its employees, Maninder Sawhney and David Wadhwani, in a California federal court for violation of the Restore Online Shoppers’ Confidence Act (ROSCA). Under the agreement, San Jose, California-based Adobe ( ADBE ) will pay $75M in civil penalties and offer free services worth $75M to customers, the DoJ said in a statement on Friday. In the lawsuit filed in 2024, the government alleged that Adobe ( ADBE ) violated ROSCA by hiding essential details, including costly early termination fees related to its subscription plans, and making it difficult for customers to cancel subscriptions. "The Justice Department will strongly oppose any attempt to harm Americans with deceptive and unfair business practices,” said Brett Shumate, head of the DOJ's civil division. In addition to penalties and free services, the company has also agreed to other terms of the deal, including requirements to provide clear disclosures regarding early termination fees and make it easier for customers to cancel subscriptions. More on Adobe Adobe Q1 2026 Earnings Update Adobe: Record Quarter, But ARR Slowdown And CEO Transition Drag Stock Down Adobe: Fear Of A Value Trap 20 software stocks under pressure as Adobe's decline weighs on sector Adobe presents solid Q, but slightly slowing ARR prompts largest intraday drop in year: analysts
Donald Trump is still high on the capture of Nicolás Maduro. The easy abduction of the Venezuelan president didn’t just grant Trump control of the nation’s oil and critical minerals resources. It allowed him to throttle the government of Cuba by denying it access to energy, raising the tantalizing prospect that he might bring down a communist regime that has annoyed Washington since 1959. Trump is...
Donald Trump is still high on the capture of Nicolás Maduro. The easy abduction of the Venezuelan president didn’t just grant Trump control of the nation’s oil and critical minerals resources. It allowed him to throttle the government of Cuba by denying it access to energy, raising the tantalizing prospect that he might bring down a communist regime that has annoyed Washington since 1959. Trump is confident that his joint venture with Israel in Iran will do just as well. The barrage of Iranian missiles and drones aimed at Israel and Iran’s Arab neighbors has done nothing to change Trump’s mind that he can win, regardless of how he defines “winning”. Whatever the war does to energy markets, the American economy can take it. “Short term oil prices, which will drop rapidly when the destruction of the Iranian nuclear threat is over, are a very small price to pay for U.S.A., and World, Safety and Peace,” he noted on social media. “ONLY FOOLS WOULD THINK DIFFERENTLY!” Trump’s feeling of invincibility is also due to the fact that his erratic policymaking, so far, hasn’t caused as much damage as originally feared. Despite his wall of tariffs, his dismemberment of the federal workforce, his deportation of immigrant workers and his relentless attacks on the Fed, just a few weeks ago leading economists were wondering whether the economy may achieve that most difficult of feats: a soft landing from the era of high inflation. The United States is also perhaps the best insulated of the major advanced economies against a spike in the price of energy. Imports of crude have declined significantly as domestic production surged from the early 2000s. Natural gas, whose domestic price is not as sensitive to spikes in global markets, has taken a larger role in the energy supply. Today, oil satisfies about 38% of US energy consumption, almost 10 percentage points less than during the 1973 oil crisis, when Arab oil producers stopped shipping to the US to punish it for supporting Israel in ...
Both teams have players missing, but one team looks way stronger than the other. Arsenal’s only worry might be if Martin Zubimendi gets clattered early on: their bench consists of a goalie, four defenders, two wingers and two centre-forwards. Presumably Myles Lewis-Skelly will slot into midfield if needed. For Everton , it’s all change at the back. James Tarkowski and Jarrod Branthwaite are missin...
Both teams have players missing, but one team looks way stronger than the other. Arsenal’s only worry might be if Martin Zubimendi gets clattered early on: their bench consists of a goalie, four defenders, two wingers and two centre-forwards. Presumably Myles Lewis-Skelly will slot into midfield if needed. For Everton , it’s all change at the back. James Tarkowski and Jarrod Branthwaite are missing, presumed injured, so Michael Keane comes in, Jake O’Brien slides across from right-back, James Garner takes his place there, and Tim Iroegbunam gets a start in midfield. What a shame for Tarkowski, especially: he would have loved all the argy-bargy at corners. Mikel Arteta shuffles the pack, giving Kai Havertz his first start at centre-forward for quite a while and refreshing his left flank – out go Piero Hincapié and Gabriel Martinelli, in come Riccardo Calafiori and Noni Madueke. Afternoon everyone and welcome to what was, once upon a time, the Alan Ball derby. If we can believe the rumour mill, it may soon be the Myles Lewis-Skelly derby. For now, though, it’s definitely the Mikel Arteta derby. In his days as a classy midfielder, Arsenal’s manager played more games for Everton than for anyone else. He was brought into English football by David Moyes, his opposite number this evening. The two of them have something in common which happens a lot in most walks of life and all too seldom in football: they’ve made their job their own. Moyes is in his 13th year as Everton’s manager and they haven’t sacked him yet. Arteta, in his seventh year managing Arsenal, is the second longest-serving Premier League boss after Pep Guardiola. Not that durability guarantees entertainment. Since Moyes returned to Everton 14 months ago, his meetings with Arteta have been taciturn affairs. In the last days of Goodison Park there was a 1-1, with Everton’s goal coming from a penalty by Iliman Ndiaye and Arsenal’s in open play from Leandro Trossard, assisted by Raheem Sterling (remember him?). ...
Since its founding, Plug Power (NASDAQ: PLUG) has never turned an annual operating profit. The company has been looking to build a vertically integrated green hydrogen ecosystem, but it has faced persistent negative margins and high cash burn. Although it has consistently lost money, the company is looking to execute a turnaround for the ages. Investors got a glimpse of its progress in its recent ...
Since its founding, Plug Power (NASDAQ: PLUG) has never turned an annual operating profit. The company has been looking to build a vertically integrated green hydrogen ecosystem, but it has faced persistent negative margins and high cash burn. Although it has consistently lost money, the company is looking to execute a turnaround for the ages. Investors got a glimpse of its progress in its recent earnings results, and management expects further improvements by the end of this year. With the stock trading below $3 per share, is now the perfect time to buy? Plug Power's fourth-quarter 2025 earnings results gave investors reason for optimism. In the quarter, the hydrogen company reported revenue of $225 million and an adjusted per-share loss of $0.06, both of which exceeded analysts' expectations. More importantly, the company achieved a positive gross profit of $5.5 million, translating into a 2.4% gross margin. This was a massive improvement from the fourth quarter last year, when it had a gross margin of negative 122%. Continue reading
David Gura, Christina Ruffini, and Lisa Mateo of “Bloomberg This Weekend” play Pointed! Wager your points, leverage your bets and answer wisely. A new quiz is available to play each week on Bloomberg.com (Source: Bloomberg)
David Gura, Christina Ruffini, and Lisa Mateo of “Bloomberg This Weekend” play Pointed! Wager your points, leverage your bets and answer wisely. A new quiz is available to play each week on Bloomberg.com (Source: Bloomberg)
Dave Regnery, CEO of Trane Technologies, discusses Trane's commitment to sustainability, and growing from a consumer heating and cooling company to leader in accommodating the massive surge in data centers. (Source: Bloomberg)
Dave Regnery, CEO of Trane Technologies, discusses Trane's commitment to sustainability, and growing from a consumer heating and cooling company to leader in accommodating the massive surge in data centers. (Source: Bloomberg)
Key Points Exchange-traded funds aren’t just about stocks. ETFs have also opened up new ways for investors to get exposure to different asset classes. This commodity-based fund was the first of its kind in an area that’s red-hot right now. 10 stocks we like better than SPDR Gold Shares › One nice thing about investing with exchange-traded funds is that you're not just limited to stock market inves...
Key Points Exchange-traded funds aren’t just about stocks. ETFs have also opened up new ways for investors to get exposure to different asset classes. This commodity-based fund was the first of its kind in an area that’s red-hot right now. 10 stocks we like better than SPDR Gold Shares › One nice thing about investing with exchange-traded funds is that you're not just limited to stock market investments. There are now ETFs available for a wide array of different asset classes, ranging from bonds, cash equivalents, real estate, and cryptocurrency. It's now possible for investors to create an entire diversified portfolio solely using exchange-traded funds of various types. However, it wasn't always like this. It took pioneers in the ETF universe to come up with ways to expand into new types of markets. One particularly interesting story comes from the commodity world, where SPDR Gold Shares (NYSEMKT: GLD) has been a highly successful ETF over time. With gold having recently soared to $5,000 per ounce, interest in the precious metal has never been higher. That makes now a timely moment for the Voyager Portfolio to look more closely at this fund, and in this first article in a three-part series, you'll learn about the history of SPDR Gold Shares and how it come to occupy a leading position in the ETF world. 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 » All that glitters used to be hard to buy Few ETFs have made as big a difference in their respective markets as SPDR Gold. Consider: the SPDR S&P 500 ETF (NYSEMKT: SPY) might have been the first exchange-traded index fund, but there were plenty of existing index mutual funds that were already available for investors. SPDR S&P 500 merely made it possible to get exposure to an important stock market index at any time during the trading day. By contrast, ...
In Brief Meta is considering major layoffs that could affect 20% or more of the company’s workforce, according to Reuters. These layoffs could help the Facebook parent company offset its aggressive spending on AI infrastructure, as well as AI-related acquisitions and hiring. Meta employed nearly 79,000 people as of December 31, according to a recent filing. TechCrunch has reached out to Meta for c...
In Brief Meta is considering major layoffs that could affect 20% or more of the company’s workforce, according to Reuters. These layoffs could help the Facebook parent company offset its aggressive spending on AI infrastructure, as well as AI-related acquisitions and hiring. Meta employed nearly 79,000 people as of December 31, according to a recent filing. TechCrunch has reached out to Meta for comment. A company spokesperson told Reuters that its story was “speculative reporting about theoretical approaches.” The report comes as many tech companies — most recently Block — have announced sweeping layoffs that they say are necessary as AI automates more work. But some pundits, and even executives like OpenAI’s Sam Altman, have suggested that many of these cuts are “AI-washing,” where executives use AI as cover for other issues, such as over-hiring during the pandemic. The last time Meta announced layoffs of this scale was in November 2022, when it cut 11,000 jobs, followed by another 10,000 in March 2023.
Meta is considering major layoffs that could affect 20% or more of the company’s workforce, according to Reuters. These layoffs could help the Facebook parent company offset its aggressive spending on AI infrastructure, as well as AI-related acquisitions and hiring. Meta employed nearly 79,000 people as of December 31, according to a recent filing. TechCrunch has reached out to Meta for comment. A...
Meta is considering major layoffs that could affect 20% or more of the company’s workforce, according to Reuters. These layoffs could help the Facebook parent company offset its aggressive spending on AI infrastructure, as well as AI-related acquisitions and hiring. Meta employed nearly 79,000 people as of December 31, according to a recent filing. TechCrunch has reached out to Meta for comment. A company spokesperson told Reuters that its story was “speculative reporting about theoretical approaches.” The report comes as many tech companies — most recently Block — have announced sweeping layoffs that they say are necessary as AI automates more work. But some pundits, and even executives like OpenAI’s Sam Altman, have suggested that many of these cuts are “AI-washing,” where executives use AI as cover for other issues, such as over-hiring during the pandemic. The last time Meta announced layoffs of this scale was in November 2022, when it cut 11,000 jobs, followed by another 10,000 in March 2023.
Ireland 43-21 Scotland Andy Farrell’s side run in six tries in dominant display In sporting vernacular Scotland have long looked on Dublin as a ‘hard place to go’. Roughly an hour’s flight time from Edinburgh, they get to stay in a decent hotel, play in a relatively modern stadium with good facilities, against modestly resourced opponents, and in conditions they could never describe as alien. Desp...
Ireland 43-21 Scotland Andy Farrell’s side run in six tries in dominant display In sporting vernacular Scotland have long looked on Dublin as a ‘hard place to go’. Roughly an hour’s flight time from Edinburgh, they get to stay in a decent hotel, play in a relatively modern stadium with good facilities, against modestly resourced opponents, and in conditions they could never describe as alien. Despite this comforting familiarity, ever since Dan Parks nailed a touchline penalty in Croke Park in 2010 to scuttle Ireland’s Triple Crown voyage they have associated this fixture with trying to solve a Rubik’s Cube wearing oven gloves. On it goes. Faced with the losing run in the fixture hitting a dozen, Scotland did their best to escape the tag. And got caught. On a bright and bracing day in front of a full house, paying crazy money for the privilege, Scotland played their part in an enthralling game for no reward. Ireland’s bonus point win gives them a triple crown in a season where that prize exceeds its usual merit. Continue reading...
When Warren Buffett stepped down as CEO of Berkshire Hathaway (BRKA 0.24%)(BRKB 0.38%) at the end of 2025, he left behind an equity portfolio packed with durable, cash-generating businesses. But there were some surprising shifts to the portfolio before Buffett left. While the conglomerate is famous for its long-held, massive stakes in consumer brands and financial institutions, the portfolio has a...
When Warren Buffett stepped down as CEO of Berkshire Hathaway (BRKA 0.24%)(BRKB 0.38%) at the end of 2025, he left behind an equity portfolio packed with durable, cash-generating businesses. But there were some surprising shifts to the portfolio before Buffett left. While the conglomerate is famous for its long-held, massive stakes in consumer brands and financial institutions, the portfolio has also slowly evolved to include dominant technology companies. Two notable holdings that highlight this mix of old and new are American Express (AXP 0.57%) and Alphabet (GOOG 0.58%)(GOOGL 0.42%). American Express is a legendary, decades-old Buffett bet that has compounded capital for years. Alphabet, on the other hand, is a more recent addition to the portfolio. And because the purchase occurred before Buffett stepped down, it carries notable significance for investors as one of the last meaningful portfolio additions under his leadership. With both stocks earning a spot in the Oracle of Omaha's final portfolio, investors might wonder how they stack up against each other. When comparing the two, I think one is a better buy. American Express It's hard to overstate just how important American Express is to Berkshire Hathaway. When Buffett stepped down as CEO at the end of 2025, the integrated payments company stood as the conglomerate's second-largest equity position. With the position valued at more than $45 billion as of this writing, American Express accounts for about 15% of Berkshire's total equity portfolio (assuming Berkshire still owns the same number of shares it held at the end of Q4). The bull case for the stock is built on the company's powerful brand, a highly affluent customer base, a closed-loop payments network that captures value on both sides of a transaction, and net interest income from lending. Expand NYSE : AXP American Express Today's Change ( -0.57 %) $ -1.72 Current Price $ 300.17 Key Data Points Market Cap $206B Day's Range $ 299.91 - $ 305.71 52wk Ran...
Key Points American Express is a cornerstone of Berkshire's portfolio, representing about 15% of its total equity holdings. Alphabet's cloud computing business is growing rapidly and driving significant expansion in operating income. One of the two stocks is a clear winner when comparing the two Berkshire Hathaway holdings. 10 stocks we like better than Alphabet › When Warren Buffett stepped down ...
Key Points American Express is a cornerstone of Berkshire's portfolio, representing about 15% of its total equity holdings. Alphabet's cloud computing business is growing rapidly and driving significant expansion in operating income. One of the two stocks is a clear winner when comparing the two Berkshire Hathaway holdings. 10 stocks we like better than Alphabet › When Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB) at the end of 2025, he left behind an equity portfolio packed with durable, cash-generating businesses. But there were some surprising shifts to the portfolio before Buffett left. While the conglomerate is famous for its long-held, massive stakes in consumer brands and financial institutions, the portfolio has also slowly evolved to include dominant technology companies. 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 » Two notable holdings that highlight this mix of old and new are American Express (NYSE: AXP) and Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL). American Express is a legendary, decades-old Buffett bet that has compounded capital for years. Alphabet, on the other hand, is a more recent addition to the portfolio. And because the purchase occurred before Buffett stepped down, it carries notable significance for investors as one of the last meaningful portfolio additions under his leadership. With both stocks earning a spot in the Oracle of Omaha's final portfolio, investors might wonder how they stack up against each other. When comparing the two, I think one is a better buy. American Express It's hard to overstate just how important American Express is to Berkshire Hathaway. When Buffett stepped down as CEO at the end of 2025, the integrated payments company stood as the conglomerate's second-largest equity position. With the position valued at mo...
Got story updates? Submit your updates here. › Ossiam, an investment management firm, increased its stake in Intel Corporation (NASDAQ:INTC) by 18.0% in the third quarter, according to a recent SEC filing. Ossiam now owns 8,297,973 shares of the chip maker's stock, making it the 7th largest position in the firm's portfolio. Why it matters Intel is one of the world's largest and most influential se...
Got story updates? Submit your updates here. › Ossiam, an investment management firm, increased its stake in Intel Corporation (NASDAQ:INTC) by 18.0% in the third quarter, according to a recent SEC filing. Ossiam now owns 8,297,973 shares of the chip maker's stock, making it the 7th largest position in the firm's portfolio. Why it matters Intel is one of the world's largest and most influential semiconductor companies, so changes in institutional ownership of its stock can provide insights into market sentiment and expectations around the company's performance and future prospects. The details Ossiam purchased an additional 1,268,602 shares of Intel during the third quarter, bringing its total holdings to 8,297,973 shares. This represents 3.6% of Ossiam's total portfolio and makes Intel the firm's 7th largest position. Other major institutional investors in Intel include Vanguard Group, State Street Corp, Capital World Investors, and Primecap Management Co. Ossiam increased its Intel stake in the third quarter of 2026. The players Ossiam An investment management firm that has increased its stake in Intel Corporation. Intel Corporation A leading global designer and manufacturer of semiconductor products, including processors and chipsets for a wide range of computing applications. Got photos? Submit your photos here. ›
Key Points The median retirement savings balance in 2022 was $87,000. More than 2 in 5 families don't have any retirement savings. You'll have the best luck if you set a personalized savings goal and work toward it. The $23,760 Social Security bonus most retirees completely overlook › It's normal to want to know how you stack up financially against others, especially when it comes to retirement sa...
Key Points The median retirement savings balance in 2022 was $87,000. More than 2 in 5 families don't have any retirement savings. You'll have the best luck if you set a personalized savings goal and work toward it. The $23,760 Social Security bonus most retirees completely overlook › It's normal to want to know how you stack up financially against others, especially when it comes to retirement savings. There are so many variables in retirement planning that it's hard to know what target you should be aiming for, and it can be comforting to know you're not drastically behind others. However, knowing where you stand relative to the typical saver may not tell you everything you need to know. Here's a closer look at how much the average retirement saver has and what that does and doesn't say about where you stand. 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 » The median retirement savings balance is $87,000 The median retirement savings balance as of 2022 was $87,000, according to the Federal Reserve. The average was notably higher at $333,940, but the median is usually a better indicator of where the typical saver is at. Averages are easily skewed by a few high earners. If we break things down by age, we see a predictable trend: Older generations tend to have more savings than younger ones, at least until they start living off that money. The following table breaks down the median savings by age range: Age Range Median Retirement Savings (2022) Less than 35 $18,880 35 to 44 $45,000 45 to 54 $115,000 55 to 64 $185,000 65 to 74 $200,000 75 and above $130,000 What this data doesn't show is that a large chunk of families -- more than 45% -- don't have any retirement savings. So many are doing far worse than what the table above would indicate. What these numbers don't tell you If you're at or above th...
Patrick De Hahn, GasBuddy's Head of Petroleum Analysis, on "Bloomberg This Weekend" predicts gas prices will continue rising as demand increases this spring. (Source: Bloomberg)
Patrick De Hahn, GasBuddy's Head of Petroleum Analysis, on "Bloomberg This Weekend" predicts gas prices will continue rising as demand increases this spring. (Source: Bloomberg)
According to the author, William and Catherine were "alarmed" by Meghan and believed she "lamented Harry's unlikely chances of one day being king, just as she regretted the possibility that she would never be the queen".
According to the author, William and Catherine were "alarmed" by Meghan and believed she "lamented Harry's unlikely chances of one day being king, just as she regretted the possibility that she would never be the queen".
Major UAE Fujairah Port In Flames As Iran Vows Escalation For Kharg Island Attack Upon the overnight major US attack on Iran's key oil hub of Kharg island, here's what Iran's military is threatening to do by way of response and escalation - which was also entirely predictable : "If Iran’s oil, economic, or energy infrastructure is attacked, we will immediately destroy energy and economic infrastru...
Major UAE Fujairah Port In Flames As Iran Vows Escalation For Kharg Island Attack Upon the overnight major US attack on Iran's key oil hub of Kharg island, here's what Iran's military is threatening to do by way of response and escalation - which was also entirely predictable : "If Iran’s oil, economic, or energy infrastructure is attacked, we will immediately destroy energy and economic infrastructure across the region belonging to companies with American shareholders or ties to the U.S. " --IRGC spox 🚨🇮🇷🇺🇸 Iranian IRGC spokesperson: "If Iran’s oil, economic, or energy infrastructure is attacked, we will immediately destroy energy and economic infrastructure across the region belonging to companies with American shareholders or ties to the U.S." pic.twitter.com/STVoSds9qt https://t.co/Ew1rDVyi3N — Mario Nawfal (@MarioNawfal) March 14, 2026 Iran continues launching widespread missile and drone attacks on Israel and neighboring Gulf Arab states and has effectively closed the Strait of Hormuz. Iranian Parliament Speaker Mohammad Bagher Ghalibaf has vowed that any US site or any country hosting it will feel pain. "This war proved one thing quite clearly: American bases in our region do not protect anyone – they are a threat ," he wrote on X. "America sacrifices everyone for Israel and does not care about anyone but Israel." He added, "Anyone clothed by the US is literally NAKED!" And in fact this retaliation is already in progress on Saturday. A missile struck a helipad inside the US Embassy compound in Baghdad, and debris from an intercepted Iranian drone hit an oil facility in the United Arab Emirates on Saturday. Iran’s Islamic Revolutionary Guard Corps (IRGC) has informed the United Arab Emirates that US “hideouts” are “legitimate targets” after the US struck Iran’s Kharg island. -- Al Jazeera Associated Press images meanwhile showed a column of smoke rising over the embassy compound in the Iraqi capital and a fire at the Fujairah port , offering confirmation. Plum...
CoreWeave (CRWV +1.57%) has been at the heart of this artificial intelligence (AI) revolution in recent months. The company offers something in great demand -- capacity for workloads -- and has seen revenue soar. Stock performance also has climbed, for example, surging more than 300% from the company's initial public offering last year to a peak a few months later. But it's also pared that major g...
CoreWeave (CRWV +1.57%) has been at the heart of this artificial intelligence (AI) revolution in recent months. The company offers something in great demand -- capacity for workloads -- and has seen revenue soar. Stock performance also has climbed, for example, surging more than 300% from the company's initial public offering last year to a peak a few months later. But it's also pared that major gain amid certain concerns. Let's consider the bull and bear case for this exciting AI stock. The bull case CoreWeave offers customers a way to run AI workloads so that they may save them time and money, and it also provides them with great flexibility: The company rents out access to Nvidia's top-performing graphics processing units (GPUs). Customers can rent by the hour, so they may use the service for short-term or long-term projects. This has driven tremendous growth, with triple-digit revenue gains in recent quarters, and in the latest full year, CoreWeave said it reached $5 billion in annual revenue faster than any other cloud service provider. CoreWeave also maintains a close relationship with Nvidia, and this has led to it being the first to make Nvidia's latest systems, from Blackwell to Blackwell Ultra, generally available to customers. Expand NASDAQ : CRWV CoreWeave Today's Change ( 1.57 %) $ 1.25 Current Price $ 81.11 Key Data Points Market Cap $43B Day's Range $ 79.46 - $ 84.44 52wk Range $ 33.52 - $ 187.00 Volume 18M Avg Vol 27M Gross Margin 47.77 % The bear case To keep up with the mountain of demand, CoreWeave must invest heavily in infrastructure, and that's resulted in increasing debt levels. This is risky since CoreWeave already is a highly leveraged company. CoreWeave's debt-to-equity ratio shows that it relies heavily on debt to support operations. Investors have worried that any slowdown in AI demand could leave CoreWeave in a difficult situation. And this ongoing increase in debt makes it difficult for investors to see the company's path to profitabili...
Electric vehicle (EV) stocks are fighting an uphill battle right now, as EV sales growth has slowed in the U.S., rising costs have affected automakers, and EV tax credits ended last year. But the long-term potential for EVs remains intact, and an estimated 25% of global automotive sales will come from EVs by 2030, according to Goldman Sachs Research. Not all companies will benefit equally, of cour...
Electric vehicle (EV) stocks are fighting an uphill battle right now, as EV sales growth has slowed in the U.S., rising costs have affected automakers, and EV tax credits ended last year. But the long-term potential for EVs remains intact, and an estimated 25% of global automotive sales will come from EVs by 2030, according to Goldman Sachs Research. Not all companies will benefit equally, of course, so it's worth taking a look at two key players -- Tesla (TSLA 0.88%) and Rivian (RIVN 2.88%) -- and how they might fare as the EV market continues to take shape. Tesla is losing ground and pivoting away from EVs Tesla CEO Elon Musk said in 2024 that people should view his company as an artificial intelligence or robotics company rather than an automotive company, and Tesla is taking some big steps now to make that transition. Tesla is in the process of pivoting away from EVs and toward autonomous vehicles and robotics, with Musk saying recently that his company will stop production of its once-popular Model S and Model X and shift production plants to making its humanoid robot, Optimus. It's not an entirely ludicrous move, given that autonomous vehicles (AVs) could be worth $2 trillion by 2030 with humanoid robotics reaching an estimated $5 trillion by 2050, according to Morgan Stanley Research. Expand NASDAQ : TSLA Tesla Today's Change ( -0.88 %) $ -3.47 Current Price $ 391.54 Key Data Points Market Cap $1.5T Day's Range $ 389.96 - $ 400.19 52wk Range $ 214.25 - $ 498.83 Volume 3.5M Avg Vol 65M Gross Margin 18.03 % But it's a huge gamble nonetheless. And Tesla isn't exactly in fantastic financial shape as it undergoes this new challenge. The company's annual revenue fell for the first time in Tesla's history last year, and its operating income tumbled 38% to $4.3 billion. Making matters more difficult for the company is that it's ramping up spending to transition to robotics and AVs, with capital expenditures of $20 billion this year -- up 135% from last year. Tesla ha...
Artificial intelligence (AI) has become one of the most powerful technological and economic forces shaping this decade. Global AI spending is expected to grow 44% year over year to $2.52 trillion in 2026, as companies accelerate AI adoption across industries. As businesses invest heavily in AI infrastructure, cloud platforms, and AI agents, Nvidia (NVDA 1.56%), Taiwan Semiconductor Manufacturing (...
Artificial intelligence (AI) has become one of the most powerful technological and economic forces shaping this decade. Global AI spending is expected to grow 44% year over year to $2.52 trillion in 2026, as companies accelerate AI adoption across industries. As businesses invest heavily in AI infrastructure, cloud platforms, and AI agents, Nvidia (NVDA 1.56%), Taiwan Semiconductor Manufacturing (TSM +0.42%), and Microsoft (MSFT 1.57%) have emerged as critical enablers of this transformation. Here's why these three stocks appear well-positioned to benefit from the AI boom over the next 10 years. 1. Nvidia Nvidia has become one of the most important companies powering the global AI infrastructure buildout. The company's recent financial performance has been exceptional, including fourth-quarter (ending Jan. 25) revenue of $68.17 billion and net income of $42.96 billion. Management has also highlighted that demand visibility extends into calendar year 2027, supported by inventory and supply commitments . However, the bigger story for long-term investors is how deeply embedded Nvidia has become in the global AI computing ecosystem. Expand NASDAQ : NVDA Nvidia Today's Change ( -1.56 %) $ -2.87 Current Price $ 180.28 Key Data Points Market Cap $4.4T Day's Range $ 179.94 - $ 186.10 52wk Range $ 86.62 - $ 212.19 Volume 44K Avg Vol 175M Gross Margin 71.07 % Dividend Yield 0.02 % Analysts expect the top five cloud providers, which together account for over half of Nvidia's total revenue, to spend nearly $700 billion as capital expenditures (capex) in calendar year 2026. Much of this spending is driven by the transition from traditional CPU-based data center workloads to GPU-accelerated computing. Additionally, AI models are now transitioning from training to inference (real-time deployment). Inference is also increasingly tied to customer revenue generation, since these models power applications such as coding assistants, search, and enterprise software. As a result, expandi...