Andrew Burton/Getty Images News While managers of collateralized loan obligations offload a raft of bank loans that are considered prone to AI disruption, some investment firms are seeing an opportunity to extract profits from a market pressured by rock-bottom margins for more than a year, according to a media report. BlackRock ( BLK ), Carlyle Group ( CG ), Benefit Street Partners, and Oak Hill Advisors are buying up pools of debt as they ready new CLOs for sale, Bloomberg News reported, citing people familiar with the matter. Some CLO managers have been fast enough to grab discounted loans to software, wealth management, insurance, and real estate companies, allowing them to secure higher effective yields on their assets while paying out the same coupons on their liabilities, the article said. As a result, the equity arbitrage, or the measure of the CLO market's overall profitability, has risen, at least on paper. U.S. software loans dropped ~4 percentage points from January highs after the new AI automation tools triggered market turmoil, according to data compiled by Bloomberg. European loans fell by ~3 pp. Some CLO investors, like Eldridge Capital Management, are buying new loans to revamp their existing holdings in the midst of the AI-fueled market shake-up. "We view [the] selling pressure as an opportunity to selectively add to high-conviction names and upgrade overall portfolio quality," Andrew Ward, a portfolio manager at Eldridge, told Bloomberg. Carlyle Group ( CG ) stock rose 1.0%, and BlackRock ( BLK ) stock slipped 0.3% in Tuesday premarket trading. More on Carlyle, BlackRock BlackRock: A Quality Compounder To Buy Now BlackRock, Inc. (BLK) Presents at Bank of America Financial Services Conference 2026 Transcript The Carlyle Group Inc. (CG) Q4 2025 Earnings Call Transcript Carlyle outlines continued fee-related earnings growth and record inflows while advancing global wealth initiatives Carlyle Group Q4 earnings beat caps off a strong fundraising year

Hispanolistic | E+ | Getty Images Even as experts anticipate more supply in the used car market this year, consumers probably won't see much relief on pricing . While dealer inventories continue to slowly improve, the higher-cost mix of vehicles hitting the used car market — and wholesale prices that ticked higher in January — could limit how much that added supply translates into cheaper cars. Although the consumer price index shows that prices for used cars were down 1.8% in January from December and 2% from a year earlier, they're easing off record highs. The average price of a used car up to 8 years old was $30,202 in 2025, up 27.6% from $23,668 in 2020, according to J.D. Power. "The affordable under-$20,000 vehicles are harder to find," said Jonathan Banks, a vice president with J.D. Power. Read more CNBC personal finance coverage Parents with student debt face deadline to secure affordable repayment, forgiveness Secure 2.0 let employers pair emergency savings and 401(k)s, but few have done so Home sellers start getting lower prices at 70, research shows — here's why Average IRS tax refund is up 10.9% so far this season, early filing data shows Early estimates point to lower Social Security COLA for 2027 Senators call for longer Social Security Fairness Act lump-sum payment timeline Here's the inflation breakdown for January 2026 — in one chart Average tax refund is up 22%, Bessent says — what filers can expect this season K-shaped economy looks like 'jaws of a crocodile,' economist says: Here's why How EPA 'endangerment finding' repeal could impact your wallet Medical emergencies can lead to debt and bankruptcy — even for insured Americans Bigger tax refunds may be coming — but missing key forms could risk an audit How Social Security Fairness Act payments may affect beneficiaries' taxes Credit card debt tops $1.28 trillion, consistent with 'K-shaped' economy: NY Fed How affordability led to a chasm between stock prices, consumer optimism Student loan complain...

In this podcast, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss: To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center . When you're ready to invest, check out this top 10 list of stocks to buy . A full transcript is below. Continue reading

sankai/iStock via Getty Images Ever since early 2023, when ChatGPT went mainstream and Nvidia ( NVDA ) delivered blowout guidance, the S&P 500 ( SPY ) has been in a seemingly irreversible upward climb, and the NASDAQ ( QQQ ) has surged even more as investors have piled into AI-related tech and software stocks due to an expectation that AI would dominate the global economy in the coming years and decades. Data by YCharts Meanwhile, persistently high inflation rates and, with it, persistently high long-term interest rates have hurt real asset companies, especially in the REIT ( VNQ ) and the broader high-yield investing universe ( DIV ), as these stocks floundered from the beginning of 2022 through the end of 2025. Data by YCharts However, due to three major factors, there is a significant rotation underway in which, so far this year, software companies ( IGV ) and increasingly AI leaders at large ( XLK ) are seeing their stock prices decline, while real asset companies or real asset investments are ascending. Data by YCharts In this article, I will detail what these three reasons are and why I think we are just in the early stages of this market rotation. AI Is Eating Software Moats One big reason is that the rise in AI, especially with recent applications of it developed by companies like Anthropic and OpenAI, has caused the market to have serious concerns about the sustainability of many digital-first businesses and, in particular, software companies. The concern is that, with AI becoming an extremely talented software engineer, what used to require immense sums of capital and skilled software engineering labor can now be done in a short period of time by a very small team of humans with the aid of AI coding tools. As a result, the moats around many of these software businesses are deemed to be much narrower than previously thought or, in some cases, even non-existent. While some are claiming that many software companies will even possibly go extinct, and you can s...

India is ramping up shared AI compute, adding 20,000 GPUs as part of a broader push to attract global AI investment.

India is ramping up shared AI compute, adding 20,000 GPUs as part of a broader push to attract global AI investment.

格隆汇2月17日｜据华尔街日报援引知情人士称，激进投资者Elliott已持有挪威邮轮公司超过10%的股份，并计划推动该邮轮运营商内部的变革。

Listen in as Motley Fool co-founder Tom Gardner and Chief Investment Officer Andy Cross talk about stocks!

A major theme for me in 2026 continues to be centered around the impact of AI, but do not sleep on cybersecurity, which could be an even bigger market. As AI continues to grow, cybersecurity gets that much more important.

In this podcast, Motley Fool co-founder and CEO Tom Gardner talks about separating AI contenders from pretenders, his two favorite market indicators, and lessons from the dot-com bubble. Plus, Tom shares six stock ideas for the next five years.

SoftBank AMD Instinct GPU AI infrastructure testing for generative AI and Large Language Models using Orchestrator Technetbook

Jana Partners is a shareholder in payments processor Fiserv Inc. and is pushing for changes at the company, according to a person familiar with the matter. The activist hedge fund has been speaking to Fiserv privately about ways to boost its stock price and support Chief Executive Officer Mike Lyons , the person said, asking not to be identified because the matter is private. Lyons is overseeing a revamp at Fiserv, which includes pricing changes and new technology strategies, that has so far left investors underwhelmed. The stock has fallen around 75% over the last 12 months. Fiserv closed at $59.36 on Friday, giving the company a market value of about $32 billion. The shares rose as much as 7.5% in premarket trading in New York Tuesday. The size of Jana’s stake, which was first reported by the Wall Street Journal, couldn’t be learned. A spokesman for Jana declined to comment. “During the past several months, we have engaged with many of our shareholders, including Jana Partners,” a spokesperson for Fiserv said. “We value shareholder perspectives as we drive progress through our One Fiserv action plan.” Lyons took over as CEO last year after Frank Bisignano — who left the company to take a job in US President Donald Trump ’s administration. Fiserv’s stock plummeted last fall, wiping off $30 billion in market value, after it slashed its full-year outlook.

美国天然气期货日内大跌6%，现报3.05美元/百万英热。

NVDA, INTC and AMD Forecast – Chips Struggling in Early Tuesday Trading FXEmpire

Jeenah Moon/Getty Images News Pfizer ( PFE ) announced on Tuesday that its colorectal cancer therapy, Braftovi, as part of a combination regimen, improved patient survival, reaching a key secondary endpoint in a late-stage trial. Citing topline data from Cohort 3 of its pivotal BREAKWATER trial, PFE said that the oral kinase inhibitor it markets for Ono Pharmaceutical ( OPHLF ) ( OPHLY ) in Japan and Korea improved progression-free survival with a statistically significant and clinically meaningful effect. Cohort 3 was designed to evaluate Braftovi with cetuximab, marketed by Merck KGaA ( MKGAF ) ( MKKGY ) as Erbitux, with the chemotherapy regimen Folfiri. According to the company, the Braftovi combo led to a clinically meaningful benefit in overall survival, another secondary endpoint in the study that enrolled patients with newly diagnosed metastatic colorectal cancer with a BRAF V600E mutation. There were no new safety signals, and Braftovi with cetuximab and Folfiri indicated a tolerability profile consistent with the already established safety findings of individual treatments. In December 2024, the FDA granted accelerated approval for Braftovi as part of a combination regimen for BRAF V600E-mutant mCRC. Pfizer ( PFE ) plans to submit Cohort 3 data from BREAKWATER seeking FDA approval of the oral kinase inhibitor for BRAF V600E-mutant mCRC in combination with cetuximab and Folfiri. More on Pfizer Pfizer: A Great Opportunity Post Earnings Pfizer: 'Hold' As Patent Cliff Looms, Along With Need For Differentiating Factor In Obesity Pfizer Inc. 2025 Q4 - Results - Earnings Call Presentation Changes to U.S. vaccine policy under RFK Jr. challenged in court RFK Jr. HHS shakeup continues as deputy secretary leaving post - report

Source: Bloomberg, 4:58

Berkshire Hathaway (NYSE:BRK-B) is one of the greatest companies of all time, and was headed by one of the most iconic investors of all time as well in Warren Buffett. However, as most investors are well aware, the Oracle of Omaha has stepped down from his position at the helm, ceding the CEO position to Greg ... Without Warren Buffett, What Will Berkshire Hathaway Look Like Five Years From Now?

In this podcast, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss: To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center . When you're ready to invest, check out this top 10 list of stocks to buy . A full transcript is below. Continue reading

Autonomous vehicle without pedals or steering wheel enters initial manufacturing phase.

In this article FIG Follow your favorite stocks CREATE FREE ACCOUNT Figma Inc. signage during the company's initial public offering at the New York Stock Exchange on July 31, 2025. Michael Nagle | Bloomberg | Getty Images Figma is partnering with Anthropic and launching a feature called "Code to Canvas" that converts code generated in artificial intelligence tools like Claude Code into fully editable designs inside Figma. The feature creates a bridge between AI coding tools and Figma's process, allowing users who have built working interfaces by prompting an AI agent to bring that output directly into Figma's canvas. There, teams can refine it, compare options side by side, and align on design decisions. The move reflects a broader bet that agentic coding tools like Claude Code haven't eliminated the need for design, and made it more essential. But the risk is that Figma is building a better on-ramp to a highway it no longer controls. Watch our exclusive conversation with Figma CEO Dylan Field at 9:30 a.m. PT/12 p.m. ET at this link . If AI tools keep improving, teams may eventually skip the design refinement step altogether. Anthropic's products have been at the center of a massive sell-off in software-as-a-service stocks that traders on Wall Street have dubbed the "SaaSpocalypse." The iShares software ETF has fallen into bear market territory. Names like Salesforce , ServiceNow , and Intuit have taken double-digit hits. Figma has been caught in the downdraft. The stock has fallen dramatically since its IPO last summer, swept up in the same indiscriminate selling that has punished anything with a SaaS business model. The company reports earnings on Wednesday after market close. Figma stock is down about 85% from the 52-week high of $142.92 that it reached in August. watch now VIDEO 5:01 05:01 A once quiet rivalry between OpenAI and Anthropic is heating up Tech Read more CNBC tech news Tech IPO hype gets drowned out on Wall Street by prospect of $1 trillion in debt ...

Elon Musk Says Tesla Will Have 'Largest Fleet' Of Autonomous Vehicles As Far Into The Future As He Can Imagine AOL.com

Getty Images Nebius Group N.V. ( NBIS ) has delivered a strong Q4 earnings report that continue to support momentum through 2026, given resilient AI compute demand and pricing dynamics. Specifically, the company’s full year annual recurring revenue (“ARR”) reached $1.2 billion exiting 2025, outpacing the high-end of its earlier guidance. This continues to reinforce support for Nebius’ maintained ARR guidance for 2026 at $7 billion to $9 billion, which implies another three-fold jump in 2027 revenue. The results underscore extended visibility into Nebius’ growth trajectory and market share gains, backed by a combination of improving cloud contract duration, volume and pricing dynamics. Nebius’ execution is further corroborated by its narrowing operating and adjusted EBITDA losses. However, a deeper dive into Nebius’ latest fundamental composition continues to cast uncertainties to its earnings inflection and free cash flow (“FCF”) accretion prospects. As discussed in my previous coverage on Nebius, underlying fundamentals remain prone to volatile component cost pressures, while implications from the adverse audit opinion on its internal control for financial reporting (“ICFR”) environment remain a risk overhang. This is especially relevant to Nebius, given the durability of the AI investment thesis has become increasingly hinged on ROI visibility and quality to compensate for rising capital intensity. Although Nebius’ execution consistency in expanding ARR is backed by strong demand, its pathway to a scalable earnings inflection and capital self-sufficiency remains uncertain. This is further pressured by its accelerating capex trajectory ahead, which is expected to jump almost five-fold to as much as $20 billion this year. At 7.3x NTM sales and 18.4x NTM EBITDA, Nebius is now trading near multiples exhibited across its hyperscaler counterparts like Microsoft ( MSFT ), which are inherently better de-risked given proven profitability and capital self-sufficiency at sca...

"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Kamakshya Trivedi, Goldman Sachs, Chief FX and Emerging Markets Strategist; Evie Aspinall, British Foreign Policy Group, Director (Source: Bloomberg)

The company's apparent absence from the AI race may be its most disciplined strategic decision in years.