Nio (NYSE: NIO) has been a wildly volatile stock since its IPO in 2018. The Chinese maker of electric vehicles went public at $6.26 per share, and it skyrocketed tenfold to a record high of $62.84 during the buying frenzy in meme stocks in February 2021. However, as of this writing, Nio's stock trades at about $5 per share. The bulls retreated as its deliveries cooled off, its margins shrank, and it racked up steep losses. Could scooping up some shares of this unloved stock below its IPO price help set you up for life? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » Why did Nio take a round trip back to its IPO price? Nio produces a wide range of electric sedans and SUVs. It differentiates itself from its competitors with its swappable batteries, which can be quickly replaced at its own battery swapping stations as a faster alternative to traditional chargers. Nio delivered its first vehicles in 2018, and its annual deliveries surged nearly 11-fold from 2019 to 2024. But after more than doubling its annual deliveries in 2020 and 2021, its deliveries decelerated significantly in 2022 and 2023 as it struggled with supply chain constraints, tougher competition, and China's economic slowdown. Metric 2019 2020 2021 2022 2023 2024 Deliveries 20,565 43,728 91,429 122,486 160,038 221,970 Growth (YOY) 81% 113% 109% 34% 31% 39% Nio's annual vehicle margin, which had reached a record high of 20.2% in 2021, also shrank to 13.7% in 2022 and 9.5% in 2023 as its pricing power waned. Its annual net loss more than quadrupled from 2021 to 2023. All of those challenges -- along with trade tensions and rising interest rates -- drove away bulls. What's next for Nio? After two years of slowing growth, Nio's growth in deliveries accelerated again in 2024. Its business stabilized as it grew its market share in China and expanded in Europe. That recovery was driven by its stable sales of its ET sedans, ...

shaunl/E+ via Getty Images CES Energy Solutions ( CESDF ) +3.4% in Wednesday's trading after reporting better than expected Q4 adjusted EBITDA of C$113M, a 10% Y/Y increase in revenues to a record C$665M, while margins topped guidance by holding steady Y/Y at 17% . CES Energy ( CESDF ) also raised its quarterly dividend to C$0.055/share from C$0.045 previously, after buying back another C$51M in shares during the quarter, with shareholder returns totaling ~C$175M in FY 2025. However, BMO Capital analyst John Gibson downgraded CES Energy ( CESDF ) to Market Perform from Outperform with a C$20 price target, after the stock has rallied in an "incredible (and justified) run," nearly tripling over the past year, while its valuation has doubled to more than 9x EV/EBITDA. Gibson said he expects CES' ( CESDF ) financial results to continue to outpace broader activity level declines, including market share gains across the company's production chemicals and drilling fluids businesses, but the analyst also believes the growth is now mostly baked into the shares. More on CES Energy Solutions CES Energy Solutions: Still Attractive Despite Strong YTD Share Price Performance Financial information for CES Energy Solutions

Key Points Beryl Capital Management initiated a 709,435-share stake in CSG Systems International; estimated trade size was $54.41 million based on quarterly average price. The position in CSG Systems International represented 5.52% of 13F reportable assets under management (AUM). The new stake places CSG Systems International outside the fund's top five holdings by reported AUM. 10 stocks we like better than CSG Systems › What happened Beryl Capital Management LLC reported a new holding in CSG Systems International (NASDAQ:CSGS), purchasing 709,435 shares according to its quarterly portfolio update filed with the U.S. Securities and Exchange Commission (SEC) on February 17, 2026. The estimated value of the transaction was $54.41 million, calculated using the quarter’s average share price. The quarter-end value of the position also stood at $54.41 million, reflecting both the share acquisition and any price changes during the period. What else to know This was a new position for the fund, representing 5.52% of its $986.35 million reportable U.S. equity AUM as of December 31, 2025. Top five holdings after the filing: NASDAQ:EXAS: $253.72 million (25.8% of AUM) NASDAQ:CFLT: $177.06 million (18.0% of AUM) CRYPTO:DAY: $162.00 million (16.5% of AUM) NASDAQ:CDTX: $115.34 million (11.7% of AUM) NASDAQ:EA: $77.21 million (7.8% of AUM) As of February 17, 2026, shares of CSG Systems International were priced at $79.69, up 28.3% over the past year, with a one-year alpha of 14.72 percentage points versus the S&P 500. Company overview Metric Value Price (as of market close February 17, 2026) $79.69 Market capitalization $2.27 billion Revenue (TTM) $1.22 billion Net income (TTM) $55.88 million Company snapshot CSG Systems International provides revenue management, digital monetization, customer engagement, and payment solutions, with flagship offerings such as the Advanced Convergent Platform and related SaaS-based services. It generates revenue through software licensing, managed...

Iran dramatically escalated its strategy of striking civilian infrastructure and transport networks across the Gulf on Wednesday, attacking commercial ships and targeting Dubai’s international airport as US and Israeli warplanes launched new waves of strikes on the Islamic Republic. Senior Iranian officials struck a defiant tone, warning of a long “war of attrition” that would threaten global economic chaos as energy supplies from the region were throttled. In what appears to be a growing stalemate in the 12-day conflict, violence continued across a swath of the Middle East, with Israeli strikes on what it says are Hezbollah targets in Lebanon and barrages of Iranian missiles and Hezbollah rockets targeting Israel. The UN refugee agency said at least 759,000 people had been internally displaced in Lebanon and more than 92,000 had crossed into neighbouring Syria. Kuwait said its air defences had downed eight Iranian drones, and Saudi Arabia said it had intercepted five heading toward its Shaybah oil field. In Tehran and other Iranian cities, huge crowds took to the streets for the funerals of senior Iranian commanders killed in US and Israeli airstrikes since the beginning of the war. Mourners carried caskets and brandished flags and portraits of the late supreme leader, Ayatollah Ali Khamenei, who was killed in the first minute of the US-Israeli offensive, and his son and successor, Mojtaba. Iranian officials admitted for the first time on Wednesday that Iran’s new leader had been wounded in the airstrikes that killed his father, mother, wife and a son. The 56-year-old has not appeared in public or issued any direct message since the war began. “I have heard that he was injured in his legs and hand and arm … I think he is in the hospital because he is injured,” Tehran’s ambassador to Cyprus, Alireza Salarian, told the Guardian. Despite growing pressure for the US and Israel to consider reining back their joint offensive, decision-makers in both countries appeared to...

Prediction: 2 Stocks That Will Be Worth More Than Amazon 3 Years From Now The Motley Fool

格隆汇3月12日｜视频：真主党向以色列北部发射火箭。

vesilvio/iStock Editorial via Getty Images An abundance of missteps has set Harley-Davidson ( HOG ) on a long road to recovery, with substantial investment necessary to deliver meaningful change at the iconic motorcycle company. “HOG has suffered years of underperformance with no clear relief in sight,” says Wells Fargo analyst Anthony Bonadio, citing a failure to evolve with consumer tastes, activist campaigns, and three CEOs in ten years as some of the fumbles that have put the company in its current position. “The list of questions on HOG at the moment is long, existential, and underscores little visibility around ultimate earnings power,” Bonadio writes in his note to clients. “We see a long road ahead for HOG, sizable investment required for even a shot at returning to growth, and plenty of downside in the stock.” Traffic remains a problem, to which Bonadio blames the inability of its 1.2K Harley-Davidson-specific dealers to engage riders. Bonadio believes dealer economics suffered under the management of former CEO Jochen Zeitz, exacerbated by model exits, poor inventory control, retail sales declines, and financing pressures. “Relationship repair will take time, and traffic remains a problem,” Bonadio says. Under new CEO Artie Starr, HOG’s early steps towards recovery look “positive,” but earnings visibility remains low until a new plan is developed. And the partial sale of the company’s finance arm -- Harley-Davidson Financial Services -- seems “logical,” but it adds “modeling noise to an already poorly understood segment." While it's possible HOG evolves into a more attractive turnaround play at some point, Bonadio believes the evidence looks distant at best, and earnings visibility seems as limited as ever. “It is possible things need to get worse (i.e. bigger pivots/investment) before they get better,” he adds. As a result, Bonadio assigns an Underweight rating to Harley-Davidson ( HOG ) with a $15 price target representing 17% downside from Tuesday’s clo...

2630ben/iStock via Getty Images Marvell Technology, Inc. ( MRVL ), which is up only slightly since my last analysis of the company, is still well positioned to take a significant position in. Recently, I increased my AI holdings, reflecting sustained bullishness in the AI infrastructure cycle even amid energy bottleneck risks. MRVL now stands at 5% of NAV, Advanced Micro Devices ( AMD ) at 5%, and Credo ( CRDO ) at 4%. My cash position is 40%, including 5% in gold as portfolio insurance. In any cyclical AI unwind, which is not the dominant probability but exists meaningfully in the probability matrix, I would increase AMD to 10% without question if undervaluation was stark. I would also likely raise MRVL to 7.5%, though I expect it to be more resilient due to its Custom XPU focus that engages more heavily with custom efficiency benefits that should offset energy constraints somewhat. I would likely raise CRDO to 6.5%, as long as its status in the cycle remained compelling, as it is a smaller business and hence less resilient due to customer concentration and market mix disruption risks. My current ~15% in-effect pure AI infra positioning therefore represents potential "late-cycle" caution in the first phase of a supercycle trend, though I would rather be dominantly in AI infra at ~30% of NAV if valuations were less extreme compared to historical norms. JPMorgan That said, I would like you to consider that the S&P 500 ( SP500 ) could be re-rating upward not based on "speculative overvaluation" or an "AI bubble," but because of the emergence of a higher average forward 30-year P/E. For example, the past 30 years have seen an average forward P/E of about 17, but this could logically re-rate up to about 19 for the next 30 years with stable management, AI productivity benefits, and an expanded interest in equities across demographics. That is why I believe it is necessary to be open to a future where equities are not currently "grossly overvalued," but perhaps just show ...

J Studios/DigitalVision via Getty Images The AMG GW&K Small/Mid Cap Core Fund (Class N) returned 1.70% for the fourth quarter of 2025, compared with 2.22% for its benchmark, the Russell 2500 ™ Index. For the 12 months ending December 31, 2025, the Fund returned 4.39% versus 11.91% for the Index. Average Annual Returns (%) 3,4 (as of 12/31/25) Q4 YTD 1 Yr 3 Yr 5 Yr 10 Yr Since Inception GWGVX (Class N) 1.70 4.39 4.39 9.76 6.34 - 9.27 5 GWGIX (Class I) 1.73 4.58 4.58 9.98 6.55 9.93 8.27 6 GWGZX (Class Z) 1.78 4.68 4.68 10.03 6.62 - 9.54 5 Russell 2500 ™ Index 2.22 11.91 11.91 13.75 7.26 10.41 9.08 Click to enlarge GWGVX (Class N) Expense Ratio (Gross/Net) 7 : 1.07%/1.07% GWGIX (Class I) Expense Ratio (Gross/Net) 7 : 0.87%/0.87% GWGZX (Class Z) Expense Ratio (Gross/Net) 7 : 0.82%/0.82% 1 On February 27, 2017, the Fund's Principal Investment Strategies changed from a small cap growth investment strategy to one that primarily invests in common stock and preferred stock of U.S. small and mid-capitalization companies with either growth or value-oriented characteristics. 2 Effective March 24, 2023, the Fund's name changed from "AMG GW&K Small/Mid Cap Fund" to "AMG GW&K Small/Mid Cap Core Fund." 3 Returns for periods less than one year are not annualized. 4 N shares of the Fund are only available for sale to the public in the states of AK, AL, AR, CA, CO, CT, DE, FL, GA, GU, HI, ID, IL, IN, KS, KY, LA, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, UT, VA, VI, and WY. 5 Since the inception of the Fund's class N and Class Z shares on February 24, 2017. 6 Since the inception of the Fund's Class I shares on June 30, 2015. 7 The Fund has no up-front sales charges or deferred sales charges. Please refer to the Fund's Prospectus for additional information on the Fund's expenses. The performance data shown represents past performance. Past performance is no guarantee of future results. Current performance may be lower or higher than the performance data quoted. The investment ...

格隆汇3月12日｜沙特方面表示，在谢巴油田（Shaybah）截获一架无人机。

Three Norwegian brothers have been arrested on suspicion of a “terrorist bombing” at the US embassy in Oslo that caused minor damage at the weekend but no injuries. The police prosecutor Christian Hatlo told a press conference that the brothers, who were Norwegian citizens of Iraqi origin, had been arrested in Oslo and that police were investigating the motive. Hatlo said: “We are still working from several hypotheses. One of them is whether this is an order from a government entity. This is quite natural given the target – the US embassy – and the security situation the world is in today.” He added that the investigation would seek to clarify exactly what roles the brothers, who were in their 20s and not previously known to police, had played. “We believe that one of them is the person who placed the bomb outside the embassy and that the other two were complicit in the act,” Hatlo told reporters, adding that police were not ruling out links to “criminal networks”. View image in fullscreen Police prosecutor Christian Hatlo said one of the possible motives being investigated was whether this was ‘an order from a government entity’. Photograph: Lise Åserud/AP The Norwegian security service PST said in its annual threat assessment last month that Iran, which it considers one of the main threats to Norway, could rely on proxy actors including criminal networks to commit acts. The blast took place at around 1:00am local time on Sunday at the entrance to the embassy’s consular section. American embassies have been placed on high alert in the Middle East owing to US-Israeli strikes on Iran. Several have faced attacks as Tehran responds by targeting industrial and diplomatic facilities.

Prediction: 2 Stocks That Will Be Worth More Than Amazon 3 Years From Now The Globe and Mail

This article first appeared on GuruFocus. Amazon (NASDAQ:AMZN) has returned to the debt market with unusual scale, launching a massive bond sale that may signal renewed momentum in corporate borrowing after volatility linked to sharp swings in oil prices slowed issuance. The company priced $37 billion of dollar-denominated bonds across 11 tranches, while also planning to sell 10 billion in euro bonds. If completed, the combined fundraising could exceed $50 billion, potentially surpassing the $49 billion record set by Verizon Communications in 2013. Investor demand appeared strong, with orders for the dollar portion reaching about $126 billion, more than three times the amount available. The financing comes as Amazon ramps up spending tied to artificial intelligence and data-center infrastructure. The company is expected to invest around $200 billion annually in infrastructure, suggesting this week's borrowing could fund roughly a quarter of those plans. The move follows a similar funding push by Alphabet about a month earlier, when it raised $32 billion in debt, reflecting the growing capital intensity of the AI race among large technology companies. Despite the size of the new issuance, Amazon's balance sheet remains relatively moderate compared with its scale. The company carries about $125 billion of outstanding debt against a market value near $2.3 trillion and projected revenue of roughly $800 billion this year. The new bonds span maturities from two years to an unusually long 50-year tranche in dollars, while the euro securities range between two and 38 years. Pricing offered roughly a 20 basis-point yield premium to the AA corporate average and around 10 basis points over Amazon's existing bonds, a structure that may help attract investors even as some fund managers could grow cautious about concentrated exposure to the fast-growing AI sector.

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Jonathan Kitchen/DigitalVision via Getty Images By Zeno Mercer AI Leaves the Chat Window For a while, the market could treat AI as a fairly clean story. More compute. Better models. Bigger capex. A familiar set of winners from Nvidia ( NVDA ) to Microsoft ( MSFT ), then data center and energy providers, now memory and photonics as scrutiny heads toward actual chokepoints and technical alpha. But in 2026, the AI story looks less like a software upgrade cycle and more like a real-world power struggle over agents, infrastructure, and control. China rolled out a five-year plan that leans hard into AI, open-source software, and low-altitude aviation. Anthropic ended up in open conflict with the U.S. government over military guardrails, and OpenAI lost a senior robotics and hardware leader after its Pentagon deal. And we are now watching data centers become military targets during the Iran conflict, raising hard questions about how to protect these investments going forward. At the center of the shift from chatbot to agent is a project I flagged in my February 2 article as a potential preview of AGI. It was called Clawdbot at the time. Now it goes by OpenClaw. What has happened since makes it worth understanding properly. OpenClaw 101 OpenClaw is not best understood as a peer to Claude, GPT, or Gemini. It is an open agent layer that sits on top of those models and turns them from answer engines into action engines. It can connect to your email, calendar, messaging apps, and file systems. It’s able to run 24/7 on hardware you own and can take autonomous action on your behalf through WhatsApp, Slack, or iMessage. It can even operate with fully local models, like Alibaba’s ( BABA ) Qwen 3.5 series , where 27 billion parameter models now match what was formerly available only in massive cloud setups. We essentially have somewhat slower superintelligence available on sub-$2,000 setups like Apple’s ( AAPL ) Mac Minis, which are selling like crazy due to OpenClaw fever. At this ...

Frank P. Stewart, SVP, Advanced Cellular at Qorvo (QRVO +0.17%), reported the direct sale of 8,226 shares for a transaction value of approximately $683,000 on Feb. 17, 2026, according to a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 8,226 Shares gifted (direct) 234 Transaction value ~$683,000 Post-transaction shares (direct) 34,659 Post-transaction shares (indirect) 0 Post-transaction value (direct ownership) ~$2.9 million Transaction value based on SEC Form 4 weighted average purchase price ($84.29); post-transaction value based on Feb. 17, 2026 market close ($84.29). Key questions How does this sale compare to Frank P. Stewart's historical transaction pattern? Over the last two years, the insider executed only one other sale (1,000 shares in September 2023), making this transaction substantially larger in both volume and proportion of holdings affected. Over the last two years, the insider executed only one other sale (1,000 shares in September 2023), making this transaction substantially larger in both volume and proportion of holdings affected. What is the current scale of the insider's equity exposure after the trade? Direct holdings stand at 34,659 shares (~$2.9 million as of Feb. 17, 2026), with no indirect or derivative equity exposure remaining post-transaction. Direct holdings stand at 34,659 shares (~$2.9 million as of Feb. 17, 2026), with no indirect or derivative equity exposure remaining post-transaction. Was the transaction discretionary or pre-scheduled? What impact, if any, does this have on the company's insider ownership ratio? The sale reduced Frank P. Stewart's individual ownership to approximately 0.04% of Qorvo's outstanding shares, reflecting a modest share of total insider ownership at the company. Company overview Metric Value Price (as of market close 2/17/26) $84.29 Revenue (TTM) $3.74 billion Net income (TTM) $340.62 million 1-year price change 10.67% * 1-year performance is calculated using Feb. 17, 2026 as ...

Yahoo Finance anchor Josh Lipton tracks Wednesday's top moving stocks and biggest market stories in this Market Minute. Hims & Hers Health (HIMS) stock is soaring after the company named Katherine Beir as its next chief communications officer, reporting to CEO Andrew Dudum. Stryker Corporation (SYK) stock is under pressure amid a global outage that could be tied to an Iran-backed hacking group. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.

This article first appeared on GuruFocus. Vehicle deliveries across China fell 15% year over year in February to about 1.8 million units, according to fresh data from the China Association of Automobile Manufacturers. The slowdown appears linked to the phaseout of government subsidies alongside the typical demand lull surrounding the Lunar New Year holiday. New-energy vehicles also softened, with deliveries of electric cars and plug-in hybrids dropping 14% to roughly 765,000 units, suggesting demand for EVs in the world's largest auto market could be cooling after years of rapid expansion. Yet the export engine is revving harder. Overseas shipments of Chinese vehicles surged 52% in February, offering manufacturers a potential buffer against weaker domestic sales. Automakers including BYD (BYDDF) are pushing deeper into markets such as South America and the UK, while Geely Automobile expanded into 13 new markets last year, including Brazil and South Africa, as Chinese brands continue building a broader global footprint. Foreign carmakers are also leaning on China as a manufacturing base for exports. Honda Motor (NYSE:HMC) plans to begin exporting China-made vehicles back to Japan, marking the first time a Japanese automaker has shipped China-built models to its home market. Meanwhile, Volkswagen's Anhui operations secured a concession from the European Union allowing exports of the Cupra Tavascan without paying a 21% tariff after agreeing to a minimum import price and quota.

EschCollection/DigitalVision via Getty Images I find trains to be very interesting and compelling investments (this includes both their manufacturing, their service, and their infrastructure). - In Europe, our rail network is one of the primary modes of transportation for goods. This is not necessarily the case elsewhere, especially in the US. Still, it's my belief that even though railways do not seem to be a preferred mode of transportation for goods or people, the companies that do operate these transportations are inherently attractive and with an upside, at the right price/valuation at least. I have made successful investments in Union Pacific ( UNP ). I have not invested, at any point in my career, in Norfolk Southern ( NSC ). In this article, I will provide initial coverage, targets, expectations, and upside for the company and show you at what price I would consider it attractive. It's fair to say that the market has made up its mind on this company. SA Analyst, Wall Street, and Quant ratings are all of the same mindset - that this company is a very firm "HOLD." This is derived from 'challenges,' if we call them that, in valuation (meaning it's considered to be highly valued), in growth (meaning growth prospects are limited), and in recent earnings trends and revisions. That being said, profitability has never been in question. How can it be when you're one of the only companies that does what "you do." One of my primary focuses when looking at this business was looking at what exactly differentiates this company from Union Pacific and other operators of railroads. This was fairly simple. UNP does Western US - Norfolk does Eastern US (simplified, but in my estimate, true). Furthermore, it seems that UNP has a higher focus on long-term hauling on a single point-to-point route , while NSC does a lot of short-term hauling with a strong network of intermodal connections. Given the overall difference between the US East and the US West (in terms of density, infra...

格隆汇3月12日｜以色列国防军：在过去几分钟内，真主党向以色列多个地区发射了火箭。以色列空军正在拦截的同时，对黎巴嫩真主党的发射器和其他基础设施目标进行打击。

Bet_Noire Republican Sen. Tim Scott, who chairs the Senate Banking Committee, said he's hoping the Justice Department probe into Federal Reserve Chair Jerome Powell goes away so that the Senate can vote on whether to confirm Kevin Warsh as Powell's successor. “That proceeding going away allows for us to get the Fed fully functioning, back on target,” Scott told CNBC on Wednesday . The Justice Department launched a probe into Powell late last year over whether he made misleading statements to Congress about the ongoing renovation of the Fed's headquarters. Since then, Republican Sen. Thom Tillis has said he will hold up any vote on Powell's successor until the probe is resolved. Powell's term as Fed chair expires at the end of May. Scott also noted that Powell had been scheduled to testify before Congress on Feb. 11 but chose not to appear due to the probe. “At this point he is more concerned about the criminal proceeding,” Scott said. “And I get that.” More on SPDR S&P 500 ETF Trust, Vanguard 500 Index Fund ETF Weaker Dollar: I Have Begun Questioning What I Was Taught The Downsides Of The AI Spending Binge February CPI - The Calm Before The Storm Recession fears grow on prediction markets as Middle East conflict escalates Thai cargo ship attack in Strait of Hormuz raises shipping risks; markets eye slow recovery

Dilok Klaisataporn/iStock via Getty Images By Zain Vawda The US annual inflation rate remained stable at 2.4%, holding firm from January and matching market expectations. This figure represents a continued cooling of the economy, maintaining the lowest inflationary levels seen since May 2025. Monthly Fluctuations and Core Trends On a month-to-month basis, the Consumer Price Index (CPI) edged up slightly by 0.3%, a minor acceleration from January’s 0.2% increase. The primary contributors to this monthly rise were: Shelter: Increased by 0.2%, serving as the largest contributor to the monthly gain. Gasoline: Rose by 0.8%. Food: Increased by 0.4%. Source: Bureau of Labor Statistics While the headline number (YoY) stayed flat, the underlying drivers saw some shifts: energy prices rebounded to a 0.5% increase, fueled by rising natural gas costs and a significant spike in fuel oil, which offset a moderating decline in gasoline prices. Conversely, the cost of used cars and trucks saw a steeper drop than the previous month, while inflation for essential categories like food and shelter held steady at 3.1% and 3% respectively. Meanwhile, core inflation, which strips out the volatile food and energy sectors to provide a clearer look at long-term trends, remained unchanged at an annual rate of 2.5%. This marks a multi-year low, hovering near levels not seen since 2021. On a monthly basis, core prices rose by a modest 0.2%, showing a slight deceleration from the previous month and signaling that underlying price pressures remain largely in check. Outlook moving forward Today's CPI print, for lack of a better term, is ‘out of touch’ with reality. The reason I say this is that the surge in oil prices and concerns around its impact on inflation all began on February 28. Thus, any shocks to be felt on the inflation front may only start to filter through in next month's release, which should be a blockbuster one. The release in April could potentially make or break the case for rate ...

Year to date, many of the market's most beloved technology stocks have pulled back as investors debate the staggering costs and uncertain payoffs of artificial intelligence (AI). Even as the S&P 500 has traded roughly flat year to date, software and internet stocks have faced intense scrutiny over their spending plans and have largely underperformed. For Meta Platforms (META 0.34%), the debate is particularly intense. The social media giant recently unveiled a capital expenditure forecast for 2026 that left some investors stunned. The sheer scale of the company's planned infrastructure investments is acting as a headwind for the stock, and it's already weighing on free cash flow. But this debate also introduces an important opposing force: the massive tailwind of AI-driven growth. Is this suppressed free cash flow actually a problem if it's helping fund the company's growth over the next decade? Putting the spending spree into context To understand why the market is hyper-focused on Meta's spending, you just have to look at the numbers. Management guided for 2026 capital expenditures to land between $115 billion and $135 billion. This is a staggering step-up. For context, Meta's capital expenditures were $72.2 billion in 2025 and $39.2 billion in 2024. In other words, management is guiding toward a year in which capital spending could nearly double compared to last year, and more than triple its 2024 baseline. A jump of this magnitude naturally invites skepticism. But when you place this spending alongside the company's underlying financial engine, these figures become a bit easier to understand. In 2025, Meta generated a massive $115.8 billion in operating cash flow (cash from regular operations before capital expenditures are deducted) and $60.5 billion in net income. Additionally, the company's top-line momentum is incredible. Meta recently posted 24% year-over-year fourth-quarter revenue growth, helped by an 18% increase in ad impressions and a 6% rise in averag...

Key Points Meta management expects capital expenditures to be at least $115 billion in 2026, marking a massive acceleration in infrastructure spending. Surging operating cash flow gives the company the resources to fund its artificial intelligence ambitions. There's no way to know for sure that Meta's big spending will generate attractive returns on invested capital. 10 stocks we like better than Meta Platforms › Year to date, many of the market's most beloved technology stocks have pulled back as investors debate the staggering costs and uncertain payoffs of artificial intelligence (AI). Even as the S&P 500 has traded roughly flat year to date, software and internet stocks have faced intense scrutiny over their spending plans and have largely underperformed. 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 » For Meta Platforms (NASDAQ: META), the debate is particularly intense. The social media giant recently unveiled a capital expenditure forecast for 2026 that left some investors stunned. The sheer scale of the company's planned infrastructure investments is acting as a headwind for the stock, and it's already weighing on free cash flow. But this debate also introduces an important opposing force: the massive tailwind of AI-driven growth. Is this suppressed free cash flow actually a problem if it's helping fund the company's growth over the next decade? Putting the spending spree into context To understand why the market is hyper-focused on Meta's spending, you just have to look at the numbers. Management guided for 2026 capital expenditures to land between $115 billion and $135 billion. This is a staggering step-up. For context, Meta's capital expenditures were $72.2 billion in 2025 and $39.2 billion in 2024. In other words, management is guiding toward a year in which capital spending could near...

Rising oil prices and market turmoil as a result of the war in the Middle East are fuelling fears the cost of living crisis could get even tougher. Energy bills, mortgage rates and petrol prices could all surge in the fallout from the conflict. So how much could the war tighten the screws on our personal finances? Lucy Hough speaks to the deputy editor of the Guardian’s money section, Rupert Jones Continue reading...

Nebius Group stock has already been riding plenty of momentum, thanks to the rapid buildout of artificial-intelligence infrastructure across the globe. Nvidia’s planned $2 billion investment in the company, announced Wednesday, is just icing on the technical cake. While the chip giant’s involvement is a sure boon for any AI-adjacent company, Nebius has a lot going for it from a technical standpoint.

以军称监测到伊朗新一轮导弹袭击 以多地响起防空警报 2026-03-12 02:21:29 来源： 同花顺7x24快讯 分享 当地时间3月11日晚，以色列国防军表示，他们监测到伊朗对以方发动了新一轮弹道导弹袭击。另据总台记者获悉，以色列中部和南部多地响起防空警报，以军正在对空中目标开展拦截行动。(央视新闻)