Tesla's advances in autonomous driving and robotaxi services could drive its next phase of growth, Bank of America said. The bank reinstated its coverage of the electric vehicle maker at a buy rating. Before coverage was paused, the bank had designated the stock as a hold. Analyst Alexander Perry's $460 price objective implies upside of 17%. Shares of Tesla have slipped 13% this year, but are up 4...
Tesla's advances in autonomous driving and robotaxi services could drive its next phase of growth, Bank of America said. The bank reinstated its coverage of the electric vehicle maker at a buy rating. Before coverage was paused, the bank had designated the stock as a hold. Analyst Alexander Perry's $460 price objective implies upside of 17%. Shares of Tesla have slipped 13% this year, but are up 44% over the past 12 months. TSLA 1Y mountain TSLA 1Y chart Perry wrote that he views Tesla as the current leader in autonomous driving. "We expect TSLA to quickly become a leader in robotaxi services, given its ability to scale more profitably than competitors. We see autonomous vehicles spurring the next era of mobility and as the most significant change agent in the Auto 2.0 landscape, offering consumers the prospect of saving time, safer travel, and more accessible transportation," he wrote. Robotaxi, Perry said, offers the most significant opportunity ahead for Tesla. The technology currently operates in San Francisco and Austin, with seven additional markets expected to come online in the first half of the year. Perry believes that Tesla will quickly scale its robotaxis going forward. "The standard technology used in the autonomous industry is multi‑sensor fusion approaches (LiDAR/radar/cameras), whereas Tesla's camera‑only approach is technically harder but much cheaper and leverages a consumer‑fleet data engine," he wrote. "Tesla's strategy should allow it to scale more profitably compared to Robotaxi competitors, while the lack of drivers gives it a cost advantage vs. rideshare players." Perry added that Tesla's full self-driving software is in the early stages of monetization and could stand to be the leading consumer autonomy solution. Again, the analyst sees adoption scaling rapidly from here, and expects Tesla to gain market share amid a tougher regulatory backdrop for electric vehicle players. Additional upside, the analyst noted, could come from Tesla's Optimu...
This article first appeared on GuruFocus. Micron Technology (MU, Financials) has begun shipping customer samples of its new 256GB SOCAMM2 low-power DRAM module, which the company says offers the highest capacity currently available for CPU-attached LPDRAM in data centers. The module uses what Micron describes as the industry's first monolithic 32Gb LPDDR5X design. The architecture is designed to d...
This article first appeared on GuruFocus. Micron Technology (MU, Financials) has begun shipping customer samples of its new 256GB SOCAMM2 low-power DRAM module, which the company says offers the highest capacity currently available for CPU-attached LPDRAM in data centers. The module uses what Micron describes as the industry's first monolithic 32Gb LPDDR5X design. The architecture is designed to deliver higher memory density while improving power efficiency for artificial intelligence and high-performance computing workloads. According to Micron, the new module provides one-third more capacity than the previous top configuration of 192GB SOCAMM2. It enables up to 2TB of LPDRAM per 8-channel CPU, allowing larger context windows and more complex inference workloads for AI systems. The module also uses roughly one-third of the power and footprint compared with equivalent RDIMM memory solutions, potentially helping hyperscalers reduce energy consumption and improve server efficiency. Micron said the product highlights its advances in packaging and memory technology aimed at meeting the growing demand for high-capacity, energy-efficient memory solutions in next-generation AI data centers.
Micron Technology (MU, Financials) has begun shipping customer samples of its new 256GB SOCAMM2 low-power DRAM module, which the company says offers the highest capacity currently available for CPU-attached LPDRAM in data centers. The module uses what Micron describes as the industry's first monolithic 32Gb LPDDR5X design. The architecture is designed to deliver higher memory density while improvi...
Micron Technology (MU, Financials) has begun shipping customer samples of its new 256GB SOCAMM2 low-power DRAM module, which the company says offers the highest capacity currently available for CPU-attached LPDRAM in data centers. The module uses what Micron describes as the industry's first monolithic 32Gb LPDDR5X design. The architecture is designed to deliver higher memory density while improving power efficiency for artificial intelligence and high-performance computing workloads. According to Micron, the new module provides one-third more capacity than the previous top configuration of 192GB SOCAMM2. It enables up to 2TB of LPDRAM per 8-channel CPU, allowing larger context windows and more complex inference workloads for AI systems. The module also uses roughly one-third of the power and footprint compared with equivalent RDIMM memory solutions, potentially helping hyperscalers reduce energy consumption and improve server efficiency. Micron said the product highlights its advances in packaging and memory technology aimed at meeting the growing demand for high-capacity, energy-efficient memory solutions in next-generation AI data centers.
"I still love the business. It will always feel like an intrinsic part of me. I will always be cheering it on from the sidelines, even if the next chapter is now going to be written by others."
"I still love the business. It will always feel like an intrinsic part of me. I will always be cheering it on from the sidelines, even if the next chapter is now going to be written by others."
一场去年就盛传于游戏圈、可能是价值70亿美元的“分手”，在2026年的情人节终于有了眉目。 2月14日路透社发文称，字节跳动已与沙特公共投资基金（PIF）旗下Savvy Games Group（以下简称“Savvy”）就出售旗下游戏部门——上海沐瞳科技（以下简称“沐瞳”）达成最终协议，双方已就核心条款达成初步共识，预计最快2026年第一季度完成交割。 交易估值高达60亿至70亿美元，打包出售的资产...
The head of the Police Federation of England and Wales has been arrested on suspicion of corruption. Officers from the City of London police arrested Mukund Krishna and two other national board members. The arrests followed an investigation into allegations of financial wrongdoing at the PFEW, which represents 130,000 officers across the country. Krishna, a former management consultant, was appoin...
The head of the Police Federation of England and Wales has been arrested on suspicion of corruption. Officers from the City of London police arrested Mukund Krishna and two other national board members. The arrests followed an investigation into allegations of financial wrongdoing at the PFEW, which represents 130,000 officers across the country. Krishna, a former management consultant, was appointed the PFEW’s first chief executive in 2024 and is reported to be paid more than £320,000 a year. The Guardian understands that allegations were made to City of London police more than a year ago, with some disclosures from PFEW colleagues. DS James Halkett, of the City of London police domestic corruption unit, said a criminal investigation was being held into into allegations of fraud made against “three individuals connected to the national PFEW”. “A 46-year-old man from Surrey, a 51-year-old man from Wales and a 55-year-old man from Bristol were all arrested on suspicion of fraud by abuse of position,” Halkett added. “This is a complex and active investigation in which we are pursuing all lines of enquiry, and I would ask that anyone with further information related to our enquiries contact us via our major incident public portal.” A PFEW spokesperson said: “We are aware that three individuals connected to the Police Federation have been arrested as part of an ongoing police investigation. “This is a live matter and it would be inappropriate to comment further at this stage. The organisation is cooperating fully with the relevant authorities.” More details soon …
Key Takeaways Broadcom’s fiscal Q1 earnings arrive Wednesday, March 4, after the closing bell Wall Street consensus calls for $2.03 earnings per share and $19.26 billion in revenue, compared to $1.60 and $14.92 billion last year HSBC has dramatically increased AI networking projections — estimating $17B in FY26 and $30B in FY27 Despite optimistic forecasts, HSBC lowered its price target from $535 ...
Key Takeaways Broadcom’s fiscal Q1 earnings arrive Wednesday, March 4, after the closing bell Wall Street consensus calls for $2.03 earnings per share and $19.26 billion in revenue, compared to $1.60 and $14.92 billion last year HSBC has dramatically increased AI networking projections — estimating $17B in FY26 and $30B in FY27 Despite optimistic forecasts, HSBC lowered its price target from $535 to $450 while maintaining a Buy rating due to AI sector valuation adjustments Market participants remain wary following Nvidia’s 5.5% decline after earnings, despite the company exceeding expectations As Wednesday’s market close approaches, Broadcom prepares to unveil its fiscal first-quarter results amid elevated expectations but tempered investor enthusiasm. Broadcom Inc., AVGO Wall Street anticipates the semiconductor and software giant will deliver adjusted earnings of $2.03 per share alongside revenue totaling $19.26 billion. These figures represent substantial gains compared to the year-ago period’s $1.60 per share and $14.92 billion — demonstrating robust annual expansion. The semiconductor solutions division is projected to drive performance, with analysts forecasting $12.4 billion in revenue — representing a 51% surge from last year’s corresponding quarter. Meanwhile, the infrastructure software segment should contribute approximately $6.99 billion, marking a 4.3% increase. Broadcom’s artificial intelligence networking division has emerged as a critical expansion engine. After previously announcing a $20 billion AI networking backlog, HSBC’s Frank Lee suggests this figure may actually understate future demand. Lee has updated his fiscal 2026 and 2027 AI networking revenue projections to $17 billion and $30 billion respectively — figures that exceed current Street consensus by 43% and 64%. This substantial divergence highlights the gap between HSBC’s outlook and broader market expectations. Yet despite this positive assessment, HSBC reduced its price objective from ...
(RTTNews) - Dingdong (Cayman) (DDL) announced the resignation of Changlin Liang as Chief Executive Officer and the appointment of Song Wang as new CEO, effective March 4, 2026. Liang will continue to serve as Chairman of the Board. The Board approved the resignation of Song Wang from his position as CFO. The company also announced that Xu Jiang, Chief Technology Officer, has tendered his resignati...
(RTTNews) - Dingdong (Cayman) (DDL) announced the resignation of Changlin Liang as Chief Executive Officer and the appointment of Song Wang as new CEO, effective March 4, 2026. Liang will continue to serve as Chairman of the Board. The Board approved the resignation of Song Wang from his position as CFO. The company also announced that Xu Jiang, Chief Technology Officer, has tendered his resignation due to personal reasons, by the end of March 2026. The responsibilities previously overseen by the CTO role will be redistributed among existing members of the leadership team. In pre-market trading on NYSE, Dingdong shares are up 2 percent to $2.81. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Babcock & Wilcox Enterprises press release ( BW ): Q4 GAAP EPS of -$0.05 beats by $0.02 . Revenue of $161M (-0.5% Y/Y) beats by $5.4M . Adjusted EBITDA from Continuing Operations in the fourth quarter of $16.4 million, a 53% increase compared to the same period of 2024. Parts & services revenues increased 17% in 2025, continuing to outperform expectations due to increased coal generation usage and...
Babcock & Wilcox Enterprises press release ( BW ): Q4 GAAP EPS of -$0.05 beats by $0.02 . Revenue of $161M (-0.5% Y/Y) beats by $5.4M . Adjusted EBITDA from Continuing Operations in the fourth quarter of $16.4 million, a 53% increase compared to the same period of 2024. Parts & services revenues increased 17% in 2025, continuing to outperform expectations due to increased coal generation usage and higher baseload demand in North America. Total global pipeline continues to grow and now exceeds $12.0 billion Continuing Operations Backlog of $2.8 billion, including the $2.4 billion data center project Significantly reduced debt on balance sheet, resulting in net debt of $119.7 million More on Babcock & Wilcox Enterprises Babcock & Wilcox: Providing Speed-To-Market Options For AI Power Generation Babcock & Wilcox Enterprises: A Spectacular Return On Merits Babcock & Wilcox surges after tapping Siemens to supply turbines for power project Babcock & Wilcox secures additional $30M commitment for advanced Wet Gas Scrubbing tech in Canada Seeking Alpha’s Quant Rating on Babcock & Wilcox Enterprises
If you are wondering whether Palantir Technologies' current share price still makes sense after everything that has happened with the stock, this article will walk you through what the current market price could be implying about its value. The stock closed at US$147.22, with returns of 9.7% over the last 7 days, a 0.4% decline over 30 days, a 12.3% decline year to date, 63.3% over 1 year, and a v...
If you are wondering whether Palantir Technologies' current share price still makes sense after everything that has happened with the stock, this article will walk you through what the current market price could be implying about its value. The stock closed at US$147.22, with returns of 9.7% over the last 7 days, a 0.4% decline over 30 days, a 12.3% decline year to date, 63.3% over 1 year, and a very large gain over 3 years, which naturally raises questions about how much optimism is already priced in. Recent news around Palantir has focused heavily on its role in data analytics and software for government and commercial customers, with ongoing attention on how its platforms are being adopted across security, defense and enterprise use cases. That backdrop has kept the stock in the spotlight and provides important context when you think about whether the current share price is grounded in fundamentals or mainly in sentiment. On our checklist driven valuation framework, Palantir currently scores 0 out of 6 on the undervaluation checks, as shown in its . Next, we will compare different valuation approaches to that score and then finish with a more complete way to think about what the stock might be worth. Palantir Technologies scores just 0/6 on our valuation checks. See what other red flags we found in the . Advertisement Approach 1: Palantir Technologies Discounted Cash Flow (DCF) Analysis A Discounted Cash Flow model takes projected future cash flows, then discounts them back to today using a required rate of return to estimate what the business might be worth in present value terms. For Palantir Technologies, the model uses a 2 Stage Free Cash Flow to Equity approach. The latest twelve month free cash flow is about $2.1b, and analysts plus extrapolated estimates project free cash flows rising to $13.3b by 2030. Simply Wall St uses analyst inputs for the next few years and then extends those trends further out, with cash flows beyond year five extrapolated rather t...
Level Four Advisory Services LLC raised its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 20.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 35,401 shares of the semiconductor manufacturer's stock after acquiring an additional 5,962 shares during the period. Level Four Advisory...
Level Four Advisory Services LLC raised its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 20.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 35,401 shares of the semiconductor manufacturer's stock after acquiring an additional 5,962 shares during the period. Level Four Advisory Services LLC's holdings in Advanced Micro Devices were worth $5,728,000 at the end of the most recent reporting period. Get Advanced Micro Devices alerts: Sign Up A number of other hedge funds have also recently made changes to their positions in the business. Teachers Retirement System of The State of Kentucky boosted its stake in shares of Advanced Micro Devices by 46.3% in the 3rd quarter. Teachers Retirement System of The State of Kentucky now owns 329,477 shares of the semiconductor manufacturer's stock valued at $53,307,000 after purchasing an additional 104,300 shares in the last quarter. Contrarius Group Holdings Ltd lifted its stake in Advanced Micro Devices by 27.8% in the third quarter. Contrarius Group Holdings Ltd now owns 369,882 shares of the semiconductor manufacturer's stock worth $59,843,000 after purchasing an additional 80,404 shares during the last quarter. Accuvest Global Advisors purchased a new stake in Advanced Micro Devices during the third quarter valued at about $232,000. Becker Capital Management Inc. purchased a new stake in Advanced Micro Devices during the third quarter valued at about $216,000. Finally, Kingsview Wealth Management LLC grew its stake in shares of Advanced Micro Devices by 15.5% during the third quarter. Kingsview Wealth Management LLC now owns 26,919 shares of the semiconductor manufacturer's stock valued at $4,355,000 after buying an additional 3,606 shares during the last quarter. 71.34% of the stock is currently owned by institutional investors. Analyst Upgrades and Downgrades AMD has been the subject of several analyst r...
MercadoLibre (MELI 3.59%) has been a rewarding growth stock, up about 1,500% over the last decade. It continues to grow rapidly, as it still has tremendous opportunities to expand across a large region. The reason to buy and hold the stock is the company's powerful growth flywheel. MercadoLibre attracts customers with a vast selection and free shipping on its marketplace. It deepens engagement wit...
MercadoLibre (MELI 3.59%) has been a rewarding growth stock, up about 1,500% over the last decade. It continues to grow rapidly, as it still has tremendous opportunities to expand across a large region. The reason to buy and hold the stock is the company's powerful growth flywheel. MercadoLibre attracts customers with a vast selection and free shipping on its marketplace. It deepens engagement with fintech offerings, such as digital payments and credit cards, that offer frequent shoppers special perks. This creates a loyal customer base, and it's why the stock can be a rewarding investment. A key driver is Mercado Pago, which has 78 million monthly active users. Many customers depend on MercadoLibre for everyday financial needs, such as payments and credit cards. In the fourth quarter, the company's credit portfolio grew 90% year over year. Credit card rewards can be used on MercadoLibre's marketplace, keeping the growth flywheel going by building an even larger base of frequent shoppers. Expand NASDAQ : MELI MercadoLibre Today's Change ( -3.59 %) $ -63.86 Current Price $ 1713.14 Key Data Points Market Cap $87B Day's Range $ 1660.58 - $ 1720.26 52wk Range $ 1654.24 - $ 2645.22 Volume 43K Avg Vol 586K Gross Margin 44.50 % As high-margin services like fintech products grow, they generate profits that can be reinvested into better customer experiences -- including faster delivery and free shipping offers that encourage more purchases. For the company's largest market, Brazil, investments in value-enhancing initiatives contributed to a 35% year-over-year increase (on a constant-currency basis) in gross merchandise volume (GMV) in the fourth quarter. This positive cycle of growth, reinvestment, and more value added to the customer experience can deliver compounding growth for investors for years to come. The best part is that MercadoLibre's stock is trading at its lowest price-to-sales ratio in years, currently around 3. This is a significant discount to its five-year av...
Stevanato Group press release ( STVN ): Q4 Non-GAAP EPS of €0.18. Revenue of €346.5M (+4.8% Y/Y). The Company is establishing its fiscal 2026 guidance. The Company expects revenue in the range of €1.26 billion to €1.29 billion, adjusted EBITDA in the range of €331.8 million to €346.9 million, and adjusted diluted EPS in the range of €0.59 to €0.63. More on Stevanato Group Stevanato: Structural Gro...
Stevanato Group press release ( STVN ): Q4 Non-GAAP EPS of €0.18. Revenue of €346.5M (+4.8% Y/Y). The Company is establishing its fiscal 2026 guidance. The Company expects revenue in the range of €1.26 billion to €1.29 billion, adjusted EBITDA in the range of €331.8 million to €346.9 million, and adjusted diluted EPS in the range of €0.59 to €0.63. More on Stevanato Group Stevanato: Structural Growth Intact, Buy Confirmed Seeking Alpha’s Quant Rating on Stevanato Group Historical earnings data for Stevanato Group Dividend scorecard for Stevanato Group Financial information for Stevanato Group