Commerzbank Chief Executive Officer Bettina Orlopp speaks on Bloomberg Television following Monday's €35 billion ($40 billion) bid from UniCredit. Orlopp tells Bloomberg's Anna Edwards UniCredit's offer was a "surprise" and it is a "very low price." She adds Commerzbank will focus on its own strategy as it is currently thinking about accelerating profitability. (Source: Bloomberg)
Commerzbank Chief Executive Officer Bettina Orlopp speaks on Bloomberg Television following Monday's €35 billion ($40 billion) bid from UniCredit. Orlopp tells Bloomberg's Anna Edwards UniCredit's offer was a "surprise" and it is a "very low price." She adds Commerzbank will focus on its own strategy as it is currently thinking about accelerating profitability. (Source: Bloomberg)
CSM Advisors LLC bought a new stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 13,899 shares of the company's stock, valued at approximately $2,536,000. Get Palantir Technologies alerts: Sign Up A number of other hedge funds...
CSM Advisors LLC bought a new stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 13,899 shares of the company's stock, valued at approximately $2,536,000. Get Palantir Technologies alerts: Sign Up A number of other hedge funds and other institutional investors also recently bought and sold shares of PLTR. Bare Financial Services Inc boosted its position in shares of Palantir Technologies by 54.5% during the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company's stock worth $28,000 after acquiring an additional 55 shares in the last quarter. Financial Consulate Inc. acquired a new stake in shares of Palantir Technologies during the 3rd quarter worth about $30,000. Retirement Wealth Solutions LLC purchased a new stake in Palantir Technologies during the third quarter worth approximately $31,000. United Financial Planning Group LLC purchased a new stake in Palantir Technologies during the third quarter worth approximately $32,000. Finally, Flagship Wealth Advisors LLC acquired a new position in Palantir Technologies in the third quarter valued at approximately $32,000. 45.65% of the stock is currently owned by institutional investors and hedge funds. Analyst Upgrades and Downgrades A number of analysts have weighed in on the stock. William Blair raised shares of Palantir Technologies from a "market perform" rating to an "outperform" rating in a report on Monday, February 2nd. Robert W. Baird upgraded shares of Palantir Technologies from a "neutral" rating to an "outperform" rating and set a $200.00 price target on the stock in a research note on Tuesday, February 3rd. Zacks Research lowered shares of Palantir Technologies from a "strong-buy" rating to a "hold" rating in a research note on Friday, January 30th. Argus raised shares of Palantir Technologies to a "hold" rating in...
Brevan Howard Capital Management LP lessened its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 33.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,967 shares of the semiconductor company's stock after selling 5,471 shares during the period. Brevan Howard Capit...
Brevan Howard Capital Management LP lessened its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 33.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,967 shares of the semiconductor company's stock after selling 5,471 shares during the period. Brevan Howard Capital Management LP's holdings in Taiwan Semiconductor Manufacturing were worth $3,063,000 at the end of the most recent reporting period. Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Resources Management Corp CT ADV purchased a new position in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $32,000. Heartwood Wealth Advisors LLC purchased a new stake in Taiwan Semiconductor Manufacturing in the third quarter worth $32,000. Cedar Wealth Management LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 91.4% during the third quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company's stock worth $37,000 after purchasing an additional 64 shares during the last quarter. Fairman Group LLC lifted its position in shares of Taiwan Semiconductor Manufacturing by 171.2% during the third quarter. Fairman Group LLC now owns 141 shares of the semiconductor company's stock worth $39,000 after purchasing an additional 89 shares during the last quarter. Finally, Riggs Asset Managment Co. Inc. purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the second quarter valued at $41,000. 16.51% of the stock is currently owned by hedge funds and other institutional investors. Get TSM alerts: Sign Up Key Taiwan Semiconductor Manufacturing News Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week: Analysts Set New Price Targets A number of research analysts have recently commented on TSM shares. Weiss Rat...
Guido Mieth/DigitalVision via Getty Images Market Review Mid-cap growth stocks returned some of their year-to-date gains in the fourth quarter, driven by investor profit-taking and a general cross-market rotation into value securities. The pullback was led by stocks linked to the artificial intelligence (AI) trade, particularly those levered to data centers. Considerable noise and consternation ar...
Guido Mieth/DigitalVision via Getty Images Market Review Mid-cap growth stocks returned some of their year-to-date gains in the fourth quarter, driven by investor profit-taking and a general cross-market rotation into value securities. The pullback was led by stocks linked to the artificial intelligence (AI) trade, particularly those levered to data centers. Considerable noise and consternation around the longest U.S. government shutdown in history, slowing job growth, and growing valuation concerns around AI-exposed segments as broader market leadership continued to expand added to the volatility. Federal Reserve (Fed) interest-rate cuts helped provide a stabilizing influence even as valuations came under pressure. Performance The Virtus Silvant Mid-Cap Growth Fund returned -3.27% (Class INST) for the quarter, outperforming the Russell Midcap® Growth Index's return of -3.70%. Information technology stock selection was the most additive to performance. Healthcare and consumer discretionary stock selection weighed the most on returns. Hilton Worldwide ( HLT ) and Carvana ( CVNA ) were among the top stock contributors. Hilton Worldwide outperformed after it raised its 2025 net unit growth outlook by roughly 25 basis points at the midpoint and expressed confidence in sustaining 6.0%–7.0% net unit growth over the next several years. The company also signaled optimism for stronger RevPAR (revenue per available room) growth, supported by expectations for lower interest rates, a more favorable regulatory and tax environment, easier comparisons, and an infrastructure and AI-driven investment cycle that could boost economic activity and travel demand, all against a backdrop of modest industry supply growth. No changes were made to the stock position. Used car seller Carvana outperformed as retail units sold reached 155.9K (+3% Y/Y), coming in roughly 3% above consensus; revenue of $5.6B (+55% Y/Y) exceeded expectations by about 11%; and gross profit per unit (GPU) of $7,362 ...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Navitas Semiconductor (NasdaqGM:NVTS) is showcasing a breakthrough GaNFast based power conversion platform at events such as NVIDIA GTC and APEC 2026. The company is exhibiting a DC DC board that converts directly from ultra high voltage, targeting next generation AI data center power...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Navitas Semiconductor (NasdaqGM:NVTS) is showcasing a breakthrough GaNFast based power conversion platform at events such as NVIDIA GTC and APEC 2026. The company is exhibiting a DC DC board that converts directly from ultra high voltage, targeting next generation AI data center power architectures. Navitas technology is used in a 250 kW solid state transformer solution developed with EPFL for deployment in real data centers. These public demonstrations highlight ecosystem engagement around AI data centers and grid focused power infrastructure. For investors tracking power semiconductors, Navitas sits at the intersection of gallium nitride, silicon carbide and high efficiency power systems for fast growing end markets. While attention recently centered on new SiC MOSFET packages, the current focus is on how GaNFast based platforms fit into real AI data center and grid applications. That context matters for those who care less about individual chips and more about where full system designs could be heading. The DC DC board and 250 kW solid state transformer project with EPFL indicate that Navitas is positioning around system level adoption, not just component level design wins. As AI workloads influence data center power density and grid operators evaluate new approaches, investors may want to watch how often Navitas appears in multi partner projects and public showcases such as NVIDIA GTC and APEC 2026. Stay updated on the most important news stories for Navitas Semiconductor by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Navitas Semiconductor. NasdaqGM:NVTS Earnings & Revenue Growth as at Mar 2026 We've flagged 5 risks for Navitas Semiconductor. See which could impact your investment. Investor Checklist Quick Assessment ⚖️ Price vs Analyst Target : At US$10.49, Navitas trades about 29% ...
Cinctive Capital Management LP purchased a new stake in Astera Labs, Inc. (NASDAQ:ALAB - Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 9,409 shares of the company's stock, valued at approximately $1,842,000. Get Astera Labs alerts: Sign Up A number of other hedge funds also r...
Cinctive Capital Management LP purchased a new stake in Astera Labs, Inc. (NASDAQ:ALAB - Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 9,409 shares of the company's stock, valued at approximately $1,842,000. Get Astera Labs alerts: Sign Up A number of other hedge funds also recently modified their holdings of ALAB. Assetmark Inc. raised its stake in shares of Astera Labs by 374.1% in the third quarter. Assetmark Inc. now owns 128 shares of the company's stock valued at $25,000 after purchasing an additional 101 shares in the last quarter. Advisors Asset Management Inc. lifted its position in Astera Labs by 68.6% in the second quarter. Advisors Asset Management Inc. now owns 477 shares of the company's stock worth $43,000 after purchasing an additional 194 shares during the period. Manchester Capital Management LLC boosted its stake in Astera Labs by 141.5% during the second quarter. Manchester Capital Management LLC now owns 483 shares of the company's stock worth $44,000 after buying an additional 283 shares in the last quarter. Pinpoint Asset Management Singapore Pte. Ltd. bought a new stake in Astera Labs in the 3rd quarter valued at $47,000. Finally, Whittier Trust Co. bought a new stake in Astera Labs in the 3rd quarter valued at $55,000. Institutional investors own 60.47% of the company's stock. Astera Labs Stock Performance Shares of NASDAQ:ALAB opened at $127.48 on Tuesday. The company's fifty day moving average is $147.10 and its 200-day moving average is $167.60. Astera Labs, Inc. has a 52 week low of $47.13 and a 52 week high of $262.90. The company has a market capitalization of $21.70 billion, a PE ratio of 104.49, a P/E/G ratio of 2.37 and a beta of 1.75. Astera Labs (NASDAQ:ALAB - Get Free Report) last announced its earnings results on Tuesday, February 10th. The company reported $0.58 earnings per share (EPS) for the quarter, to...
A runaway rally in pricey European defense stocks has faded as investors look for proof that increased military spending is translating into meaningful earnings growth. Despite a major new war in the Middle East, the continuing conflict in Ukraine, and governments committing more money to their armed forces, shares have largely flatlined since mid-January, with initial public offerings sputtering ...
A runaway rally in pricey European defense stocks has faded as investors look for proof that increased military spending is translating into meaningful earnings growth. Despite a major new war in the Middle East, the continuing conflict in Ukraine, and governments committing more money to their armed forces, shares have largely flatlined since mid-January, with initial public offerings sputtering and once-hot Rheinmetall AG trading around 20% below its September high. The sector is stalling after nearly doubling in price last year and hitting a record high in early 2026. It rallied briefly when the war in Iran kicked off but has since entered choppier waters, caught between bets on rising military spending – EU defense budgets are up 63% since 2020 – and a global market selloff. With shares now valued higher than Europe’s tech or luxury sectors, and trading on twice the forward earnings multiple of the broader Stoxx Europe 600, investors are focused on whether companies can justify those levels by providing the equipment and systems military chiefs need and generating the profit they anticipated, while adapting to the changing nature of warfare. “The political tensions that are affecting Europe are well priced into these equities,” said Joost Van Leenders , senior investment strategist at Van Lanschot Kempen Investment Management NV, who sees a shift in the type of weapons being used as having an impact on the sector’s appeal. “It’s fine if you can build a lot of things and so on, but can you cope if it’s another type of conflict?” The shift in sentiment is apparent when it comes to IPOs, too. Shares in submarine components supplier Gabler Group AG closed lower on their first day of trading earlier this month, a marked contrast to the strong gains seen for a series of defense IPOs in recent years. CSG NV performed better, but analysts point out a significant valuation gap between the newly-listed ammunition maker and its peers. Next on the cards is defense technolog...
Nvidia (NVDA +1.65%) and Micron Technology (MU +3.60%) design data center infrastructure critical to artificial intelligence, which has made both stocks popular with investors. But billionaires Israel Englander and David Tepper sold Nvidia and bought Micron in the fourth quarter. Englander and Tepper run hedge funds that beat the S&P 500 (^GSPC +1.01%) by more than 30 percentage points in the last...
Nvidia (NVDA +1.65%) and Micron Technology (MU +3.60%) design data center infrastructure critical to artificial intelligence, which has made both stocks popular with investors. But billionaires Israel Englander and David Tepper sold Nvidia and bought Micron in the fourth quarter. Englander and Tepper run hedge funds that beat the S&P 500 (^GSPC +1.01%) by more than 30 percentage points in the last three years, which makes them excellent sources of inspiration. But investors should think twice before swapping Nvidia for Micron. Micron shares have added 50% while Nvidia shares have fallen 3% since the fourth quarter ended in December, and Wall Street now views Nvidia as the more attractive stock. Among 69 analysts, Nvidia has a median target price of $265 per share. That implies 47% upside from its current share price of $180. Among 49 analysts, Micron has a median target price of $450 per share. That implies 6% upside from its current share price of $426. Here's what investors should know about Nvidia and Micron. Nvidia: The stock Englander and Tepper sold in the fourth quarter Nvidia develops graphics processing units (GPUs), central processing units (CPUs), and high-performance networking equipment. While best known for inventing the GPU, a chip that accelerates complex data center workloads like artificial intelligence (AI), the company also has the largest networking business in the world. Nvidia holds more than 80% market share in AI accelerators, and its systems consistently outperform competing infrastructure when benchmarked across training and inference tasks. But the company is truly formidable because pairs its superior hardware with a vast ecosystem of software development tools. Morningstar analyst Brian Colello writes, "Nvidia has a wide economic moat, thanks to its market leadership in graphics processing units, hardware, software, and networking tools needed to enable the exponentially growing market around artificial intelligence." He goes on to say ...
Israel Dominates Claude AI Usage Around The World New data from Anthropic reveals where its Claude AI chatbot is gaining the most traction worldwide. While Israel tops the overall ranking, the United States leads among countries with at least 10,000 Claude conversations, scoring 3.69x on the index. This visualization, via Visual Capitalist's Tasmin Lockwood, maps which countries use it the most re...
Israel Dominates Claude AI Usage Around The World New data from Anthropic reveals where its Claude AI chatbot is gaining the most traction worldwide. While Israel tops the overall ranking, the United States leads among countries with at least 10,000 Claude conversations, scoring 3.69x on the index. This visualization, via Visual Capitalist's Tasmin Lockwood, maps which countries use it the most relative to their working-age population, according to the Anthropic AI Usage Index . Where Claude Usage Is Highest by Country Dive into the data below, which was collected across 116 countries in the week of Nov 13-20, 2025. Each score represents usage relative to what would be expected based on a country’s working-age population. Rank Index score 1 🇮🇱 Israel 4.90x 2 🇸🇬 Singapore 4.19x 3 🇺🇸 United States 3.69x 4 🇦🇺 Australia 3.27x 5 🇨🇭 Switzerland 3.21x 6 🇨🇦 Canada 3.15x 7 🇰🇷 South Korea 3.12x 8 🇳🇿 New Zealand 3.11x 9 🇱🇺 Luxembourg 3.07x 10 🇪🇪 Estonia 3.05x 11 🇫🇷 France 2.66x 12 🇲🇹 Malta 2.63x 13 🇳🇱 The Netherlands 2.61x 14 🇬🇧 United Kingdom 2.59x 15 🇳🇴 Norway 2.43x 16 🇮🇪 Ireland 2.39x 17 🇸🇪 Sweden 2.29x 18 🇵🇹 Portugal 2.23x 19 🇧🇪 Belgium 2.17x 20 🇬🇪 Georgia 2.17x 21 🇨🇾 Cyprus 2.15x 22 🇩🇰 Denmark 2.10x 23 🇱🇹 Lithuania 2.09x 24 🇫🇮 Finland 1.95x 25 🇱🇻 Latvia 1.92x 26 🇦🇹 Austria 1.88x 27 🇸🇮 Slovenia 1.85x 28 🇩🇪 Germany 1.79x 29 🇹🇼 Taiwan 1.77x 30 🇪🇸 Spain 1.62x 31 🇮🇹 Italy 1.62x 32 🇦🇪 United Arab Emirates 1.61x 33 🇯🇵 Japan 1.59x 34 🇨🇿 Czechia 1.54x 35 🇲🇩 Moldova 1.47x 36 🇵🇱 Poland 1.41x 37 🇶🇦 Qatar 1.39x 38 🇧🇬 Bulgaria 1.33x 39 🇭🇷 Croatia 1.31x 40 🇷🇸 Serbia 1.24x 41 🇲🇺 Mauritius 1.24x 42 🇬🇷 Greece 1.21x 43 🇵🇪 Peru 1.19x 44 🇹🇳 Tunisia 1.14x 45 🇨🇷 Costa Rica 1.12x 46 🇺🇾 Uruguay 1.10x 47 🇺🇦 Ukraine 1.09x 48 🇸🇰 Slovakia 1.08x 49 🇲🇰 North Macedonia 1.08x 50 🇪🇨 Ecuador 1.05x 51 🇨🇱 Chile 1.04x 52 🇭🇺 Hungary 0.98x 53 🇷🇴 Romania 0.98x 54 🇦🇲 Armenia 0.97x 55 🇵🇦 Panama 0.95x 56 🇹🇹 Trinidad and Tobago 0.93x 57 🇵🇷 Puerto Rico 0.92x 58 🇨🇴 Colombia 0.88x 59 🇧🇭 Bahrain 0.85x 60 🇱🇰 Sri Lanka 0....
Last July, four high-ranking tech executives — all of them involved with artificial intelligence — were sworn into the US Army Reserves with the rank of lieutenant colonel. They were part of a new unit called Detachment 201, also known as the Executive Innovation Corps. The Pentagon has introduced many initiatives to deepen relationships with Silicon Valley. But making officers out of multimillion...
Last July, four high-ranking tech executives — all of them involved with artificial intelligence — were sworn into the US Army Reserves with the rank of lieutenant colonel. They were part of a new unit called Detachment 201, also known as the Executive Innovation Corps. The Pentagon has introduced many initiatives to deepen relationships with Silicon Valley. But making officers out of multimillionaire executives with no military experience served as a strong symbol of a new era in which venture capitalists and technologists see themselves as essential to the defense of the nation. The tech industry, which once prided itself on its libertarian- and counterculture-inflected antiwar ideals, has emphatically re-enlisted in the American military project. Drawn by patriotism and lucrative government contracts, numerous tech companies — from established giants like Google and SpaceX to military-minded startups in Southern California — have started working for the defense establishment, from supplying the Department of Homeland Security to building AI-powered drones and autonomous weapons to be used in Ukraine, Gaza, and Iran. Anduril, a leading munitions startup, just announced a Pentagon contract that may be worth up to $20 billion. No company has driven tech's transformation from keyboard to warrior like Palantir, a data and analytics firm cofounded by Peter Thiel, which has a current market cap of $360 billion. Palantir's financial network and its alumni are responsible for bringing numerous defense-tech startups into being. And it helped brush away the tech industry's reticence to be involved in war-making. Now, a growing canon of books by and about Palantirians is helping to crystallize, and proselytize, tech's new hawkishness. Last year, Karp and his Palantir colleague Nicholas W. Zamiska published "The Technological Republic: Hard Power, Soft Belief, and the Future of the West," which outlined their austere vision for a militarized republic secured by Silicon Valley...
Trustpilot Group Plc is considering partnerships with big e-commerce companies and expects margins to double by 2030 as it seeks to capitalize on the growing popularity of artificial intelligence models. “If you imagine AI agents are out there doing the shopping, they want to know as much as possible about different businesses, and the best AI agents will be the ones that use the kind of data that...
Trustpilot Group Plc is considering partnerships with big e-commerce companies and expects margins to double by 2030 as it seeks to capitalize on the growing popularity of artificial intelligence models. “If you imagine AI agents are out there doing the shopping, they want to know as much as possible about different businesses, and the best AI agents will be the ones that use the kind of data that Trustpilot has,” Chief Executive Officer Adrian Blair said in an interview. “What we’d like to do is partner with major players in e-commerce to make best use of this data.” The company expects adjusted earnings before interest, taxes, depreciation and amortization margin to reach 30% in 2030, nearly double the 15.6% margin achieved in 2025, an improvement driven by both AI opportunities and better operating leverage. It also launched a £22.5 million ($30 million) share buyback. Shares surged as much as 19% in early London trading. The company is benefiting from large language models using its content, with click-throughs from AI search up 1,490% year-on-year. The website was the fifth most cited domain globally on ChatGPT in January 2026, according to data from Promptwatch. “The large language models are giving us a whole new surface onto which to project Trustpilot use,” Blair said. “We’ve seen a massive increase in the amount of exposure they’re getting and the amount of traffic that’s coming through to us from large language models.” Trustpilot was caught in the recent selloff in software stocks that began last month when Anthropic PBC released a new artificial intelligence-powered legal tool, sparking fears that generative AI could disrupt software firms’ business models and hurt demand for their products. The selloff in Trustpilot shares “undervalues its AI driven growth potential,” UBS analyst Hai Huynh wrote in a February note, adding the company was a “misunderstood AI winner.” “Whatever capabilities AI develops, there will still be people and there will still be ...
Nvidia (NVDA +1.63%) and Micron Technology (MU +3.60%) design data center infrastructure critical to artificial intelligence, which has made both stocks popular with investors. But billionaires Israel Englander and David Tepper sold Nvidia and bought Micron in the fourth quarter. Englander and Tepper run hedge funds that beat the S&P 500 (^GSPC +1.01%) by more than 30 percentage points in the last...
Nvidia (NVDA +1.63%) and Micron Technology (MU +3.60%) design data center infrastructure critical to artificial intelligence, which has made both stocks popular with investors. But billionaires Israel Englander and David Tepper sold Nvidia and bought Micron in the fourth quarter. Englander and Tepper run hedge funds that beat the S&P 500 (^GSPC +1.01%) by more than 30 percentage points in the last three years, which makes them excellent sources of inspiration. But investors should think twice before swapping Nvidia for Micron. Micron shares have added 50% while Nvidia shares have fallen 3% since the fourth quarter ended in December, and Wall Street now views Nvidia as the more attractive stock. Among 69 analysts, Nvidia has a median target price of $265 per share. That implies 47% upside from its current share price of $180. Among 49 analysts, Micron has a median target price of $450 per share. That implies 6% upside from its current share price of $426. Here's what investors should know about Nvidia and Micron. Nvidia: The stock Englander and Tepper sold in the fourth quarter Nvidia develops graphics processing units (GPUs), central processing units (CPUs), and high-performance networking equipment. While best known for inventing the GPU, a chip that accelerates complex data center workloads like artificial intelligence (AI), the company also has the largest networking business in the world. Nvidia holds more than 80% market share in AI accelerators, and its systems consistently outperform competing infrastructure when benchmarked across training and inference tasks. But the company is truly formidable because pairs its superior hardware with a vast ecosystem of software development tools. Morningstar analyst Brian Colello writes, "Nvidia has a wide economic moat, thanks to its market leadership in graphics processing units, hardware, software, and networking tools needed to enable the exponentially growing market around artificial intelligence." He goes on to say ...