Both Micron and Microsoft seem likely to rebound. Momentum is great -- until it screeches to a halt. Both Micron Technology (MU 2.67%) and Microsoft (MSFT 0.09%) are good examples of this. Micron's shares were soaring but are now down roughly 15% below the high set earlier this month. Microsoft has lost more than 20% of its value since late October 2025. Many forward-looking investors know that bo...
Both Micron and Microsoft seem likely to rebound. Momentum is great -- until it screeches to a halt. Both Micron Technology (MU 2.67%) and Microsoft (MSFT 0.09%) are good examples of this. Micron's shares were soaring but are now down roughly 15% below the high set earlier this month. Microsoft has lost more than 20% of its value since late October 2025. Many forward-looking investors know that both of these artificial intelligence (AI) stocks could rebound strongly. Which is the better AI stock to buy on the dip: Micron or Microsoft? Micron: The law of supply and demand is on its side The main knock against Micron is that it's a cyclical stock, and no one knows when the cycle will swing downward. That's a fair criticism. However, the reality is that the law of supply and demand is firmly on Micron's side for now -- and could be for a while to come. Micron is one of three suppliers of high-bandwidth memory (HBM). AI applications require massive amounts of HBM. Micron revealed in its fiscal 2026 first-quarter update in December 2025 that its entire 2026 HBM supply had sold out. The tremendous demand for HBM is expected to continue. Micron projects that the total addressable market for HBM will increase by a compound annual growth rate of around 40% over the next three years, with the market expanding from $35 billion in 2025 to $100 billion in 2028. Expand NASDAQ : MU Micron Technology Today's Change ( -2.67 %) $ -10.25 Current Price $ 373.25 Key Data Points Market Cap $420B Day's Range $ 366.06 - $ 382.79 52wk Range $ 61.54 - $ 455.50 Volume 73K Avg Vol 32M Gross Margin 45.53 % Dividend Yield 0.12 % HBM isn't the only positive for Micron, though. The demand for DRAM and NAND memory is also so strong that the company is negotiating multi-year supply deals. Such agreements haven't been commonplace in the past. Micron's shares trade at only 12 times forward earnings. This low valuation is primarily due to investors' concerns about the company's cyclical business. Howev...
Key Points Micron is a cyclical stock, but it's enjoying a fantastic cycle right now. Microsoft is a cloud king that's looking historically cheap. Both AI stocks appear to be good picks, but one is more attractive over the long term. 10 stocks we like better than Microsoft › Momentum is great -- until it screeches to a halt. Both Micron Technology (NASDAQ: MU) and Microsoft (NASDAQ: MSFT) are good...
Key Points Micron is a cyclical stock, but it's enjoying a fantastic cycle right now. Microsoft is a cloud king that's looking historically cheap. Both AI stocks appear to be good picks, but one is more attractive over the long term. 10 stocks we like better than Microsoft › Momentum is great -- until it screeches to a halt. Both Micron Technology (NASDAQ: MU) and Microsoft (NASDAQ: MSFT) are good examples of this. Micron's shares were soaring but are now down roughly 15% below the high set earlier this month. Microsoft has lost more than 20% of its value since late October 2025. Many forward-looking investors know that both of these artificial intelligence (AI) stocks could rebound strongly. Which is the better AI stock to buy on the dip: Micron or Microsoft? 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 » Micron: The law of supply and demand is on its side The main knock against Micron is that it's a cyclical stock, and no one knows when the cycle will swing downward. That's a fair criticism. However, the reality is that the law of supply and demand is firmly on Micron's side for now -- and could be for a while to come. Micron is one of three suppliers of high-bandwidth memory (HBM). AI applications require massive amounts of HBM. Micron revealed in its fiscal 2026 first-quarter update in December 2025 that its entire 2026 HBM supply had sold out. The tremendous demand for HBM is expected to continue. Micron projects that the total addressable market for HBM will increase by a compound annual growth rate of around 40% over the next three years, with the market expanding from $35 billion in 2025 to $100 billion in 2028. HBM isn't the only positive for Micron, though. The demand for DRAM and NAND memory is also so strong that the company is negotiating multi-year supply deals. Such agreements have...
Wealth managers and price comparison sites have become the latest companies to be hit by fears that their businesses will be disrupted by new artificial intelligence innovations. Shares in UK wealth management firms tumbled on Wednesday morning, after the AI company Altruist Corp launched a service that it said helps advisers create personalised tax strategies by reading clients’ pay stubs, accoun...
Wealth managers and price comparison sites have become the latest companies to be hit by fears that their businesses will be disrupted by new artificial intelligence innovations. Shares in UK wealth management firms tumbled on Wednesday morning, after the AI company Altruist Corp launched a service that it said helps advisers create personalised tax strategies by reading clients’ pay stubs, account statements and other documents. The UK wealth manager St James’s Place fell almost 10% in early trading, with the rival Quilter down 5.2% and AJ Bell losing 5.7%, as investors anticipated that agentic tools that can sort tax affairs, or provide advice, could eat into their revenues. “Fresh casualties from AI advances are falling on the investment landscape,” warned Susannah Streeter, the chief investment strategist at Wealth Club. “The big reveal from tech startup Altruist Corp, which is led by former Wall Street professionals, is a new tool helping financial advisers personalise tax strategies for clients and deal with all the admin. The worry is that this is just the tip of the iceberg and fresh efficiencies will be unleashed by AI to disrupt the financial advice and investment industry and reduce the fees which can be charged. As the AI cards are shuffled, the pile of potential losers is mounting up, and speculation about which sector will be hit next is rife,” Streeter added. Shares in two of the UK’s largest price comparison sites continued to slide on Wednesday, adding to losses in the previous session. The owner of Moneysupermarket, Mony Group, fell 2% in early trading on Wednesday, after they closed 12% down on Tuesday, after a sell-off pushed its shares to their lowest level in 13 years. The Go.Compare owner, Future, was trading 2.7% lower on Wednesday morning, after the previous day’s 3.6% fall. Investors have become nervous about the prospect of disruption from AI and other new technologies, after the US company Insurify launched a new service allowing users to...
twohumans Stock futures inched higher early Wednesday as investors awaited the delayed January nonfarm payrolls report due later today. Here are some of Wednesday's biggest stock movers: Biggest stock gainers BETA Technologies ( BETA ) +17% - Shares soared after a regulatory filing revealed that Amazon ( AMZN ) has acquired a 5.3% stake in the electric aviation company. A Schedule 13G shows Amazon...
twohumans Stock futures inched higher early Wednesday as investors awaited the delayed January nonfarm payrolls report due later today. Here are some of Wednesday's biggest stock movers: Biggest stock gainers BETA Technologies ( BETA ) +17% - Shares soared after a regulatory filing revealed that Amazon ( AMZN ) has acquired a 5.3% stake in the electric aviation company. A Schedule 13G shows Amazon beneficially owns about 11.75M Class A shares and holds sole voting and investment power through NV Holdings. Cloudflare ( NET ) +16% - Shares surged after reporting strong Q4 results, highlighted by 34% Y/Y revenue growth and an upbeat outlook. The company guided Q1 2026 revenue of $620M–$621M, ahead of the $614M consensus, though adjusted EPS of $0.23 trailed the $0.25 estimate. For FY2026, Cloudflare forecasts revenue of $2.785B–$2.795B, with the $2.79B midpoint exceeding the $2.74B consensus. Biggest stock losers Mattel ( MAT ) -31% - Shares plunged after the company posted a Q4 earnings miss despite sales rising 7% Y/Y. Adjusted gross margin fell sharply to 46.0% from 50.8% amid higher discounting, inflation, unfavorable FX, and a lag in recovering tariff costs, partly offset by cost savings. Looking ahead, Mattel guided full-year sales growth of 3%–6% and adjusted EPS of $1.18–$1.30, with the $1.24 midpoint in line with consensus. Robinhood Markets ( HOOD ) -8% - Shares slipped after the company reported a mixed Q4, with transaction revenue disappointing as crypto revenue declined 38% Y/Y, while average revenue per user was flat sequentially. The company also guided 2026 combined adjusted operating expenses and share-based compensation to $2.6B–$2.725B, implying about 18% growth at the midpoint vs. 2025, adding to investor concerns. Zillow Group ( Z ) -5% - Shares fell after it issued below-consensus guidance for adjusted EBITDA, overshadowing mixed Q4 results, even as its Q1 2026 revenue outlook beat expectations. The company sees Q1 revenue in the range of $700M–$7...
Stingray Group press release ( STGYF ): Q3 Non-GAAP EPS of C$0.38. Revenue of C$124.8M (+15.3% Y/Y). More on Stingray Group Stingray Group Inc. 2026 Q2 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Stingray Group Historical earnings data for Stingray Group Dividend scorecard for Stingray Group Financial information for Stingray Group
Stingray Group press release ( STGYF ): Q3 Non-GAAP EPS of C$0.38. Revenue of C$124.8M (+15.3% Y/Y). More on Stingray Group Stingray Group Inc. 2026 Q2 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Stingray Group Historical earnings data for Stingray Group Dividend scorecard for Stingray Group Financial information for Stingray Group
Tottenham paid Brentford £6.7m in compensation to secure the services of Thomas Frank last summer. The head coach was sacked on Wednesday morning, eight months later. Confirmation that Tottenham paid such a large fee for Frank was revealed in Brentford’s 2024-25 accounts published on Wednesday. Spurs fans called for the Dane to be sacked during and after Tuesday night’s 2-1 home defeat by Newcastl...
Tottenham paid Brentford £6.7m in compensation to secure the services of Thomas Frank last summer. The head coach was sacked on Wednesday morning, eight months later. Confirmation that Tottenham paid such a large fee for Frank was revealed in Brentford’s 2024-25 accounts published on Wednesday. Spurs fans called for the Dane to be sacked during and after Tuesday night’s 2-1 home defeat by Newcastle. Spurs have won twice in 17 Premier League games and are 16th, five points above the relegation zone. Brentford’s accounts, which show a record turnover of £173m, reveal the expense Tottenham incurred in appointing Frank last summer after sacking Ange Postecoglou weeks after winning the Europa League. A note on the club’s other operating income refers to £6.7m received in a settlement agreement “in relation to guaranteed compensation receivable in relation to the departure of on-field staff”. Although Frank is not named, the figure is understood to relate to Tottenham’s compensation payment for the head coach and his coaching staff Justin Cochrane, Chris Haslam, Joe Newton, who also left for Tottenham. Frank signed a three-year contract at Spurs and sacking him will have cost the club millions more in compensation. Brentford’s accounts show increased turnover as a result of finishing 10th in the Premier League last season, although because of increased player costs their operating losses increased to £40m. Brentford reported a £27m profit on player sales without including fees received last summer for Bryan Mbeumo, Yoanne Wissa and Christian Nørgaard, which took place after the accounting period. In another sign of the club’s recent progress under the owner Matthew Benham they have entered the Deloitte Money League for the first time.
Germany’s gas storage operators are set to face a “difficult” stockpiling season this summer as it’s unprofitable to refill the vast sites, according to the country’s market manager. “Summer prices are relatively high, while winter 2026/27 prices are more or less at the same level, so there is no incentive to buy gas in summer and pay for storage,” said Torsten Frank , managing director of Trading...
Germany’s gas storage operators are set to face a “difficult” stockpiling season this summer as it’s unprofitable to refill the vast sites, according to the country’s market manager. “Summer prices are relatively high, while winter 2026/27 prices are more or less at the same level, so there is no incentive to buy gas in summer and pay for storage,” said Torsten Frank , managing director of Trading Hub Europe GmbH . “That makes it very difficult for storage operators to sell their storage capacities for the next year.” Europe’s gas storage sites are back in focus after the coldest winter since the energy crisis led to hefty withdrawals in recent months. Germany is the region’s biggest gas market and also has the largest storages. Those sites are now just over 26% full, well below the average for the season. Two German gas storage operators have already notified the energy regulator of plans to shut their facilities amid waning profitability, with regulatory approval for the closures still pending. The sites are Uniper SE’s Breitbrunn facility and Bayernugs GmbH’s Wolfersberg. Trading Hub Europe monitors the situation at every gas storage individually, but currently sees no need to intervene and remains in close contact with the economy ministry, Frank said in an interview at the E-world conference in Essen. Ahead of next winter, “some storages might only need additional filling in September to meet the October threshold, while others may need to start already in July or August,” he said. Introduced during the 2022 energy crisis, storage targets were designed to ensure sufficient gas supplies for winter. But European inventories have repeatedly struggled to reach required levels, a problem policymakers and traders alike expect to re-emerge in 2026. German officials are preparing to push for an end to EU-wide storage targets after 2027, eying a smaller, nationally managed strategic reserve instead. “This winter is effectively over, as the relevant threshold applied onl...
Baader Bank Aktiengesellschaft raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 31.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,792 shares of the semiconductor company's stock after purchasing an additional 2,106 shares during the quarter. Baader Bank Aktiengese...
Baader Bank Aktiengesellschaft raised its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 31.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 8,792 shares of the semiconductor company's stock after purchasing an additional 2,106 shares during the quarter. Baader Bank Aktiengesellschaft's holdings in Taiwan Semiconductor Manufacturing were worth $2,456,000 as of its most recent SEC filing. Other institutional investors have also added to or reduced their stakes in the company. Jennison Associates LLC boosted its holdings in shares of Taiwan Semiconductor Manufacturing by 26.7% in the second quarter. Jennison Associates LLC now owns 12,046,792 shares of the semiconductor company's stock valued at $2,728,478,000 after purchasing an additional 2,537,760 shares during the period. Brown Advisory Inc. raised its position in Taiwan Semiconductor Manufacturing by 43.2% during the 2nd quarter. Brown Advisory Inc. now owns 6,650,983 shares of the semiconductor company's stock valued at $1,506,389,000 after purchasing an additional 2,006,745 shares in the last quarter. Arrowstreet Capital Limited Partnership raised its position in Taiwan Semiconductor Manufacturing by 109.5% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,526,160 shares of the semiconductor company's stock valued at $798,640,000 after purchasing an additional 1,842,951 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its holdings in shares of Taiwan Semiconductor Manufacturing by 268.2% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 2,499,677 shares of the semiconductor company's stock worth $566,152,000 after buying an additional 1,820,852 shares during the period. Finally, Alliancebernstein L.P. lifted its holdings in shares of Taiwan Semiconductor Manufacturing ...
Given that combination is probably the most common skin type, it’s frustratingly under-served, especially when it comes to moisturisers. The Guardian’s journalism is independent. We will earn a commission if you buy something through an affiliate link. Learn more. In practice, day creams, lotions and gels marketed for those with a combination of dry, balanced and oily areas often only play to the ...
Given that combination is probably the most common skin type, it’s frustratingly under-served, especially when it comes to moisturisers. The Guardian’s journalism is independent. We will earn a commission if you buy something through an affiliate link. Learn more. In practice, day creams, lotions and gels marketed for those with a combination of dry, balanced and oily areas often only play to the latter condition. They add no oil and shine to the chin, nose and forehead, but offer only fleeting comfort to tight, parched areas around the cheeks. A thoughtfully formulated combination skin moisturiser that gives lasting, soothing hydration without becoming greasy and clogging is consequently rare – but it does exist, usually in a hybrid gel-cream texture. I’m not entirely sure why Caudalie’s VinoHydra Gel Moisturiser is (at £20 for a 60ml tube) so much cheaper than the rest of the luxury French skincare brand’s line, but I assume it serves as a metaphorical gateway drug to get you hooked. Don’t loiter and fill your basket, is my advice. This contains soothing aloe, hydrating glycerin and fine, lightweight oils that sink in fast and behave well under makeup. Creams marketed for combination skin often offer little comfort to parched areas on the cheeks Bioderma’s Hydrabio Gel-Cream Moisturiser (£18) does its job so well that even dry skins will like it. I was shocked by how long my naturally very low moisture levels remained topped up underneath this fresh, lightweight, cloudy gel – even in cold weather. The key is likely the inclusion of squalane, which feels and moisturises like an oil, but isn’t technically one and therefore doesn’t clog congestion-prone pores. The men in my life enjoyed using it too, and didn’t balk at the price. I’ve long admired the textures in Summer Fridays’ skincare line. Lightweight but luxurious, they’re fast and faff-free. So while their new Cloud Dew Gel Cream (from £17) is too slight for my own skin, I could instantly feel why a combination...
Duma member Vitaly Milonov didn’t mince words when asked four years ago about the international ban against Russian athletes. “There’s no point in humiliating ourselves and begging to be let in,” said the St Petersburg deputy, a member of Vladimir Putin’s United Russia party. “We have our pride.” International events had been corrupted by the United States, he claimed in a 2022 interview, just wee...
Duma member Vitaly Milonov didn’t mince words when asked four years ago about the international ban against Russian athletes. “There’s no point in humiliating ourselves and begging to be let in,” said the St Petersburg deputy, a member of Vladimir Putin’s United Russia party. “We have our pride.” International events had been corrupted by the United States, he claimed in a 2022 interview, just weeks after the International Olympic Committee and other governing bodies imposed the ban. “Only Russia can say no. Other countries will accept whatever nonsense the Americans force on them – teams of vegans, queers and lesbians.” Some Russian commentators have taken similar stances toward this year’s Milano Cortina Winter Games, asking why their athletes should even bother with the Olympics. The Paris Games were said to be a cesspool of un-Russian immorality – “the Olympics from hell,” one news site proclaimed. And with the national team still excluded, competition this year will be subpar. “The Olympics have lost their importance as a global competition,” Milonov said in January. Disgruntled Duma members can badmouth the Olympics all they want. The fact is the world’s biggest sporting event is still significant for Moscow, not only as a showplace for its top athletes but also as a political tool. As far back as the 1950s, Soviet leaders saw the Olympics and world championships as a means of demonstrating their country’s superiority. Putin has had this same aim throughout his decades in power, especially as his government has struggled to maintain infrastructure, public health and education. As political scientist Nina Kramareva explained to me, “Russia has nothing concrete to offer its own people. It has to give them gold medals.” To get its national team back in the hunt for Olympic medals, Russia must clear two hurdles. First is the ongoing fallout from the doping scandal that broke in 2014. After investigations by the World Anti-Doping Agency revealed a massive, state-di...
Juliana Conceição startled awake as the first shots of an infamous day were fired in the Complexo da Penha, the labyrinthine Rio favela where she was born and raised. It was 4.30am on 28 October. Thousands of police had surrounded the community’s barricaded entrances and were preparing to swarm up its streets on foot and in black armoured personnel carriers with firing ports and bullet-cracked bal...
Juliana Conceição startled awake as the first shots of an infamous day were fired in the Complexo da Penha, the labyrinthine Rio favela where she was born and raised. It was 4.30am on 28 October. Thousands of police had surrounded the community’s barricaded entrances and were preparing to swarm up its streets on foot and in black armoured personnel carriers with firing ports and bullet-cracked ballistic windows. Clouds of smoke fouled the dawn air as drug traffickers torched tyres and cars and opened fire from above. “It was like the shooting was inside our house … like we were in the middle of a war,” said Conceição, who sheltered indoors as her neighbourhood became a battleground. By nightfall, the father of her six children, Ronaldo Julião da Silva, would lie dead in a nearby alley – one of 122 people killed in the deadliest police operation in Brazilian history. Five of the victims were police. View image in fullscreen Juliana Conceição, whose ex-husband, Ronaldo Julião da Silva, was one of those shot dead during the police operation in the Complexo da Penha. Relatives insist he was not involved in crime. Photograph: Alan Lima/The Guardian “It happened just down here,” Conceição said 10 days after the 17-hour raid, as she led the way down the passageway where her ex-husband was found, his skull and hand shredded by gunfire. View image in fullscreen Ana Beatriz shows a photograph of her father, Ronaldo Julião da Silva, 46, taken shortly before he was shot dead. Photograph: Alan Lima/The Guardian She carried a yellow certificate attributing Silva’s death – a day after his 46th birthday – to “cerebral and cardiac laceration [caused by] perforating blunt force”. The bricklayer’s place of death was given as Saint Luke Square, the plaza at the foot of the favela where scores of bodies were dumped after police withdrew. But his life actually ended half a mile away, as he tried to reach his home on the favela’s southern rim. “My dad wasn’t a crook. My dad was a worker,”...
The death in a horse riding accident of a Chinese government official while filming to promote the beauty of a local area has sparked heated online discussions about the phenomenon of “official influencers”. On January 11, He Jiaolong fell from a horse while filming for an agricultural e-commerce programme in the Bortala Mongolian Autonomous Prefecture in Xinjiang, northern China, and suffered a s...
The death in a horse riding accident of a Chinese government official while filming to promote the beauty of a local area has sparked heated online discussions about the phenomenon of “official influencers”. On January 11, He Jiaolong fell from a horse while filming for an agricultural e-commerce programme in the Bortala Mongolian Autonomous Prefecture in Xinjiang, northern China, and suffered a severe head injury. She was rushed to hospital but died from her injuries on January 14. She was 47. He Jiaolong rides her horse dressed in a festive outfit across a snowy expanse in Xinjiang. Photo: nfnews He had served as the director of Xinjiang’s Agricultural Product Brand Development and Marketing Service Centre since 2023. Advertisement In a video she posted on her account, which has 6.7 million followers, on the last day of 2025, He said she had been working too hard to enjoy leisure time or be with her family. She added that she never regretted her choice as she had to promote the agricultural products from her hometown to the outside world. Advertisement He was one of the first Chinese government officials to become an online influencer.
Company credits NVIDIA Inception and Microsoft Founders Hub support as it prepares public launch of its Security Analytics Mesh (SAM™) WASHINGTON, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Security 2.0, Inc., an AI Consultancy, today announced it has been awarded an Indefinite Delivery / Indefinite Quantity (IDIQ) contract by the U.S. Federal Government in support of the Golden Dome initiative with the Mi...
Company credits NVIDIA Inception and Microsoft Founders Hub support as it prepares public launch of its Security Analytics Mesh (SAM™) WASHINGTON, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Security 2.0, Inc., an AI Consultancy, today announced it has been awarded an Indefinite Delivery / Indefinite Quantity (IDIQ) contract by the U.S. Federal Government in support of the Golden Dome initiative with the Missile Defense Agency. The award places Security 2.0, Inc. in a highly competitive group of trusted contractors supporting one of the nation’s most critical defense missions—advancing integrated missile defense, situational awareness, and decision-support capabilities across a rapidly evolving global threat environment. “This award represents a major milestone for Security 2.0,” said Dr. James Hall, a service-disabled veteran-owned business owner (SDVOSB), with 23 years of military service. He is the Founder and CEO of Security 2.0, Inc., and served on the founding team that initially created the Department of Homeland Security (DHS) in 2002, when the Homeland Security Act was signed into law by President George W. Bush. “Golden Dome demands intelligence systems that move at the speed of modern threats. Our SAM™ Intelligence Layer was designed precisely for this moment, fusing data, analytics, and AI-driven insight into a unified operational picture that supports real-world decision-making.” The SAM™ Intelligence Layer At the core of Security 2.0’s platform is SAM™ (Security Analytics Mesh)—an AI-native modular intelligence layer purpose-built to operate across domains including defense, public safety, infrastructure protection, financial risk, and media intelligence. Under the Golden Dome IDIQ, SAM will support government use cases ranging from intelligence discovery and signal correlation to predictive risk modeling and explainable AI outputs aligned with federal requirements. Powered by NVIDIA and Microsoft Security 2.0 also emphasized the importance of its participation ...