After saving for retirement for decades, you'll eventually get to a point when you realize you could actually soon stop working. In this podcast, Motley Fool retirement expert Robert Brokamp speaks with Fool contributor Dan Caplinger about how they're approaching the decision of when to call it a career. Also in this episode: December saw the highest number of home contract cancellations in severa...
After saving for retirement for decades, you'll eventually get to a point when you realize you could actually soon stop working. In this podcast, Motley Fool retirement expert Robert Brokamp speaks with Fool contributor Dan Caplinger about how they're approaching the decision of when to call it a career. Also in this episode: December saw the highest number of home contract cancellations in several years. Home prices declined in November. A study found that 75% of homes on the market are unaffordable to the median-income American household. 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. This podcast was recorded on Jan. 31, 2026. Robert Brokamp: How to decide when to retire and updates from the housing market? You're listening to the Saturday Personal Finance edition of Motley Fool Morning. I'm Robert Brokamp, this week, I speak with Motley Fool contributor Dan Caplinger about how we're each determining when we can retire. But first, here are some news items from last week, and they all have to do with housing. First up, Redfin announced that more than 40,000 home purchase agreements were canceled in December. That represents 16.3% of all homes that went under contract, the highest percentage of monthly cancellation since Redfin began tracking the metric in 2017. One reason could be that home buyers are becoming more cautious amid economic anxiety. After all, the Michigan consumer sentiment index is near its lowest level in 50 years, though it has ticked up a bit in recent months. But another reason is that inventory has risen, giving potential homebuyers more choices. According to Chen Zhao, head of Economic Research at Redfin, "Home sellers outnumber buyers by a record margin, meaning the buyers who are in the market have options and may walk away if they believe they can find a better or more affordable home." This ri...
Key Points Meta Platforms sees a massive opportunity with AI glasses. The company might encounter several challenges in that market. There are other, better reasons to buy the stock. 10 stocks we like better than Meta Platforms › In 2007, Apple launched the first iPhone, a device that eventually became the model for other smartphones. The iPhone wasn't the first smartphone, but it completely chang...
Key Points Meta Platforms sees a massive opportunity with AI glasses. The company might encounter several challenges in that market. There are other, better reasons to buy the stock. 10 stocks we like better than Meta Platforms › In 2007, Apple launched the first iPhone, a device that eventually became the model for other smartphones. The iPhone wasn't the first smartphone, but it completely changed the industry and made Apple immensely successful. It remains its largest source of sales to this day. Meta Platforms (NASDAQ: META) is trying to pull off something similar. The company believes it has identified how most people will interact with artificial intelligence (AI) in their day-to-day lives within a few years. And if Meta Platforms can lead this revolution, it could pay rich dividends to the tech leader down the road. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Are AI glasses the future? Zuckerberg thinks so. By now, everyone is familiar with AI chatbots. Although they are very useful, they are limited in that they only respond to questions and requests that users explicitly ask. AI glasses could be upgraded versions of chatbots. AI glasses are equipped with cameras and microphones, which, in a sense, make them AI chatbots with eyes and ears. They can interact with the world around those wearing them in real time, anticipate needs and requests, and, of course, still respond to questions and requests via voice commands. These added perks make AI glasses the "ideal form factor for AI," as Meta Platforms' CEO, Mark Zuckerberg, once argued. And anyone who doesn't have them will be at a severe disadvantage in a few years, or at least, that's what Zuckerberg thinks. During the company's recent fourth quarterearnings conference call he said the following regarding where AI glasses are right now and where we could be heading in the near future: ...
In this podcast, Motley Fool retirement expert Robert Brokamp speaks with Fool contributor Dan Caplinger about how they're approaching the decision of when to call it a career. Also in this episode: Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » December saw the highest number...
In this podcast, Motley Fool retirement expert Robert Brokamp speaks with Fool contributor Dan Caplinger about how they're approaching the decision of when to call it a career. Also in this episode: Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » December saw the highest number of home contract cancellations in several years. Home prices declined in November. A study found that 75% of homes on the market are unaffordable to the median-income American household. 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. Where to invest $1,000 right now When our analyst team has a stock tip, it can pay to listen. After all, Stock Advisor’s total average return is 920%* — a market-crushing outperformance compared to 196% for the S&P 500. They just revealed what they believe are the 10 best stocks for investors to buy right now, available when you join Stock Advisor. See the stocks » *Stock Advisor returns as of February 11, 2026. This podcast was recorded on Jan. 31, 2026. Robert Brokamp: How to decide when to retire and updates from the housing market? You're listening to the Saturday Personal Finance edition of Motley Fool Morning. I'm Robert Brokamp, this week, I speak with Motley Fool contributor Dan Caplinger about how we're each determining when we can retire. But first, here are some news items from last week, and they all have to do with housing. First up, Redfin announced that more than 40,000 home purchase agreements were canceled in December. That represents 16.3% of all homes that went under contract, the highest percentage of monthly cancellation since Redfin began tracking the metric in 2017. One reason could be that home buyers are becoming more cautious amid economic anxiety. After all, the Michigan ...
He added he did not know enough about the circumstances because he was editor of the Mail, not the Sunday newspaper, but suggested that the payment may have been a "kill fee" to prevent the story running in another newspaper.
He added he did not know enough about the circumstances because he was editor of the Mail, not the Sunday newspaper, but suggested that the payment may have been a "kill fee" to prevent the story running in another newspaper.
The Warner Bros. water tower is seen at Warner Bros. Studios in Burbank, Calif. (Jae C. Hong / Associated Press) Activist investor Ancora Holdings Group is calling on the Warner Bros. Discovery board to consider a revised bid from Paramount Skydance and negotiate with the David Ellison-led company, or it says it will vote no on the proposed tie-up between Warner Bros. and Netflix. The Cleveland-ba...
The Warner Bros. water tower is seen at Warner Bros. Studios in Burbank, Calif. (Jae C. Hong / Associated Press) Activist investor Ancora Holdings Group is calling on the Warner Bros. Discovery board to consider a revised bid from Paramount Skydance and negotiate with the David Ellison-led company, or it says it will vote no on the proposed tie-up between Warner Bros. and Netflix. The Cleveland-based investment management firm released a presentation Wednesday detailing why it believes Paramount's latest offer could be a superior bid compared with the Netflix transaction. Ancora cited uncertainty around the equity value and final debt allocation for the planned spinoff of Warner's cable channels into a separate company as a factor that could change share valuation. The spin-off is still set to happen under the agreement with Netflix, as the streamer does not intend to buy the cable channels. Paramount has proposed buying the entire company. Read more: Paramount was poised to buy Warner Bros. Discovery. What went wrong? The backing of David Ellison's father, Oracle co-founder Larry Ellison, was a sign of the Paramount bid's "credibility and executability," Ancora said, adding that it had concerns about the regulatory hurdles Netflix could face. U.S. senators grilled Netflix Co-Chief Executive Ted Sarandos last week about potential antitrust issues related to its agreement to buy Warner Bros. Sarandos has said 80% of HBO Max subscribers in the U.S. also subscribe to Netflix, and that a tie-up between the two would give the combined company 20% of the U.S. television streaming market, below the 30% threshold for a monopoly. The investment management firm noted that Paramount is "reportedly viewed as the current administration’s 'favored' bidder – suggesting stronger political support," a nod to the Ellison family's friendly relationship with President Trump. Trump has vacillated in his public statements on the deal. In December, he said he "would be involved" in his ad...
honglouwawa/E+ via Getty Images By James Picerno TMC Research reviewed several trend metrics for the US stock three months ago and found that while valuation concerns continued, there was “no decisive shift in the market’s upward momentum.” Since then, equities are up roughly 5%, based on the S&P 500 Index. Let’s update the analytics to see what’s changed, based on a set of ETFs. S&P 500 Index Wee...
honglouwawa/E+ via Getty Images By James Picerno TMC Research reviewed several trend metrics for the US stock three months ago and found that while valuation concerns continued, there was “no decisive shift in the market’s upward momentum.” Since then, equities are up roughly 5%, based on the S&P 500 Index. Let’s update the analytics to see what’s changed, based on a set of ETFs. S&P 500 Index Weekly Trend Looking at the broad trend for the S&P 500 ( SPY ) via weekly prices highlights an extension of the bull run that was unfolding in our previous update in November. The current profile offers no assurance of higher prices, but it does indicate that the upside bias that was intact in our last update remains intact today. S&P 500 Index 3-Month vs. 1-year Changes For another perspective, it’s useful to view the stock market through different lenses to corroborate or reject signals from other techniques. In the next chart below, the analysis uses another set of filters and finds that equity returns continue to vary within a “normal” range, which matches the profile in our November review. Consumer Staples Stocks vs. The Broad Market One trend that has changed is that of consumer staples stocks ( XLP ) relative to the broad market ( SPY ). This ratio is useful to monitor because a shift here can signal periods of elevated market stress, which sometimes favors shares of consumer staples as relative safe havens compared with stocks overall. Note the sharp upturn in the ratio in the chart below, which may be an early indication that the risk appetite for the market is starting to turn defensive. Although the change to date has yet to signal a clear shift, this ratio deserves close attention in the weeks ahead. Value vs. Growth Stocks A similar reversal has unfolded recently for value ( VTV ) over growth stocks ( VUG ) in the large-cap space. If the rebound in this ratio persists, it may signal an extended run of outperformance for value stocks. A key metric to watch that w...
Samsung’s next Unpacked event is happening on February 25th, and we anticipate the company will announce the Galaxy S26 lineup of phones . There may be some new wearables and earbuds announced, too. In addition to the showing off the new hardware, Galaxy AI software is likely to be a big part of the show, since that’s the focus of the Unpacked sizzle reel. If you’re hyped for the new devices — eno...
Samsung’s next Unpacked event is happening on February 25th, and we anticipate the company will announce the Galaxy S26 lineup of phones . There may be some new wearables and earbuds announced, too. In addition to the showing off the new hardware, Galaxy AI software is likely to be a big part of the show, since that’s the focus of the Unpacked sizzle reel. If you’re hyped for the new devices — enough to consider trading in your phone — Samsung is hosting some special trade-in perks, but only if you register interest in a preorder ahead of the event and follow through with a purchase after the unveiling later this month. Registering through Samsung’s site or its Shop Samsung app now will unlock a $30 use-it-or-lose-it credit that can be applied toward accessories at preorder. However, it can’t be used to reduce the cost of the new device. The company is also offering up to $900 in trade-in value for your phone if you preorder one of its new phones in the same transaction. This amount is higher than its current values, which go up to $700 if you have an S24 Ultra to trade. Regardless of the make or model, your old phone needs to meet some eligibility requirements, including (but not limited to) that it can’t have damage beyond normal wear-and-tear. The anticipated trade-in value will be applied at checkout. Whether you’re set on trading your phone in or not, it might be worth checking out Samsung’s site once preorders launch just to entertain the company’s trade-in offer.
Iuliia Alekseeva/iStock via Getty Images Moderna Overview I last covered Moderna stock ( MRNA ) in December. It was in the middle of a resurgence—fueled by improved liquidity and cost discipline. However, despite the scientific appeal of its mRNA technology, I noted its declining COVID franchise, underperforming RSV shot, and the discontinuation of its congenital CMV pipeline candidate—which was o...
Iuliia Alekseeva/iStock via Getty Images Moderna Overview I last covered Moderna stock ( MRNA ) in December. It was in the middle of a resurgence—fueled by improved liquidity and cost discipline. However, despite the scientific appeal of its mRNA technology, I noted its declining COVID franchise, underperforming RSV shot, and the discontinuation of its congenital CMV pipeline candidate—which was once lauded as a key growth pillar. Despite the recent stock rally—which was likely a combination of a “sigh of relief” and a short squeeze—I remained cautious on Moderna’s long-term prospects. I listed some things that could change my “sell” rating—like U.S. COVID vaccination stabilization, mRESVIA showing traction, and mRNA-1010 achieving approval. Impressively, MRNA went on to rally over $50/share before settling in the low-$40s. And last night, its stock dropped 10% in the after-hours following news that Moderna received a Refusal-to-File letter from the FDA regarding its investigational seasonal influenza vaccine, mRNA-1010. Data by YCharts The article that follows reevaluates my Sell rating in light of recent developments. The Regulatory Saga The story behind the Refusal-to-File, or RTF, letter is a bit convoluted—so stick with me. For those who aren’t too familiar with regulatory verbiage, this basically means that the FDA didn’t even consider the application at all—which is kind of a “slap in the face.” The disagreement surrounds mRNA-1010’s main comparator—which was the standard-dose influenza vaccine in P304 (the big trial with outcomes like flu prevention). In P304, Moderna’s vaccine achieved a relative vaccine efficacy of 26.6%, higher than standard-dose influenza in adults aged 50 years and older. This trial enrolled ~40,000 participants and measured influenza prevention. The FDA argues that the comparator arm did not “reflect the best-available standard of care,” which, according to the CDC, is high-dose shots for seniors. According to Moderna, the FDA said the...
Earnings Call Insights: Frontier Group Holdings, Inc. (ULCC) Q4 2025 Management View CEO James Dempsey outlined a new strategic direction for Frontier, stating, "When I accepted this role, the Board gave me a clear mandate to enact change at our company. We know that we need to do better across the business and deliver increased value for all our stakeholders, employees, customers and our investor...
Earnings Call Insights: Frontier Group Holdings, Inc. (ULCC) Q4 2025 Management View CEO James Dempsey outlined a new strategic direction for Frontier, stating, "When I accepted this role, the Board gave me a clear mandate to enact change at our company. We know that we need to do better across the business and deliver increased value for all our stakeholders, employees, customers and our investors." Dempsey emphasized four strategic priorities: rightsizing the fleet, strengthening cost discipline, reducing cancellations and improving on-time performance, and driving customer loyalty. The company entered into a nonbinding agreement with AerCap for early termination of 24 aircraft leases in Q2. Dempsey explained, "We plan to take advantage of this by increasing utilization across our remaining fleet to support our planned growth and drive efficiency." The partnership with AerCap will also include 10 additional sale-leasebacks. Frontier reached a nonbinding framework agreement with Airbus to revise its delivery profile, supporting a "more measured and sustainable long-term growth rate of approximately 10%, representing a meaningful moderation versus our prior growth trajectory." Dempsey announced a cost savings target: "We are targeting $200 million of annual run rate cost savings by 2027, largely from network optimization, productivity enhancements and other efficiencies across the business, which includes approximately $90 million of expected annual rent savings from the early termination of the 24 aircraft leases." The CEO highlighted operational improvements, including digital initiatives and a focus on on-time performance. "Over 85% of our customers use our recently updated mobile app. By leveraging digital channels, we can push timely alerts of our clear next steps during delays and ensure customers feel supported and informed throughout their journey." Product enhancements such as first-class seating, onboard WiFi, and upgraded digital platforms will roll out t...
Earnings Call Insights: Veru Inc. (VERU) Q1 2026 Management View CEO Mitchell Steiner stated that Veru is advancing its late-stage clinical pipeline, focusing on two oral small molecule drugs: enobosarm, a selective androgen receptor modulator for combination with GLP-1 receptor agonists in obesity, and sabizabulin as a broad anti-inflammatory agent for cardiovascular disease. Steiner explained th...
Earnings Call Insights: Veru Inc. (VERU) Q1 2026 Management View CEO Mitchell Steiner stated that Veru is advancing its late-stage clinical pipeline, focusing on two oral small molecule drugs: enobosarm, a selective androgen receptor modulator for combination with GLP-1 receptor agonists in obesity, and sabizabulin as a broad anti-inflammatory agent for cardiovascular disease. Steiner explained that enobosarm, in combination with a GLP-1 receptor agonist, demonstrated in the Phase II QUALITY study the ability to make weight loss more selective to fat loss while preserving lean mass and physical function, especially in older patients with obesity. He highlighted, “enobosarm could be that next-generation drug in combination with the GLP-1 receptor agonist to make the weight loss journey more selective for only fat loss while preserving lean mass and physical function.” Steiner detailed regulatory clarity from a recent FDA meeting, noting two possible approval pathways for the enobosarm/GLP-1 combination: achieving at least a 5% placebo-corrected incremental weight loss at 52 weeks or demonstrating a clinically meaningful benefit in physical function if the incremental weight loss is less than 5%. Steiner addressed the FDA’s acceptance of total hip bone mineral density (BMD) as a validated surrogate endpoint for drug approval in postmenopausal women with osteoporosis, highlighting enobosarm’s potential as a differentiated candidate due to its anabolic and antiresorptive effects on bone mineral density. Steiner announced the planned Phase IIb PLATEAU clinical study for enobosarm in approximately 200 older patients (≥65 years) with obesity (BMI ≥35), initiating semaglutide, with the study expected to begin this quarter and an interim analysis at 34 weeks anticipated in Q1 2027. CFO Michele Greco reported, “Net proceeds to the company from this offering were approximately $23.4 million after deducting underwriting costs and discounts paid by the company.” Outlook Manageme...
The "ABUSA" trend might drive more investors toward international ETFs. Many investors have likely considered reducing their exposure to U.S. stocks over the past year. That "ABUSA" (Anywhere But USA) trade is supported by four core arguments. First, the S&P 500 is still hovering near its record highs, looks historically expensive at 30 times earnings, and trades at a premium to most other global ...
The "ABUSA" trend might drive more investors toward international ETFs. Many investors have likely considered reducing their exposure to U.S. stocks over the past year. That "ABUSA" (Anywhere But USA) trade is supported by four core arguments. First, the S&P 500 is still hovering near its record highs, looks historically expensive at 30 times earnings, and trades at a premium to most other global markets. Second, the S&P 500's gains were driven by a handful of mega-cap tech stocks -- including Nvidia, Microsoft, and Apple -- instead of a balanced mix of sectors. If those Magnificent Seven leaders sputter out, the entire market could crash. Third, declining interest rates will weaken the U.S. dollar and make overseas companies -- which report their earnings in stronger overseas currencies -- more appealing investments. Lastly, the Trump Administration's unpredictable trade policy changes, fluctuating tariffs, and pressure on Fed independence could drive even more investors away from U.S. stocks. However, it can be challenging for some investors to pivot away from the U.S. market into unfamiliar overseas markets. So if you want to increase your overseas exposure but don't know where to start, it might be smart to invest in a well-diversified exchange-traded fund (ETF), which gives you instant diversification to a basket of top international stocks. Let's review one of those top funds -- the Schwab International Equity ETF (SCHF +0.68%) -- and see why it might be a good hedge against the U.S. market's near-term volatility. Expand NYSEMKT : SCHF Schwab International Equity ETF Today's Change ( 0.68 %) $ 0.18 Current Price $ 26.60 Key Data Points Day's Range $ 26.39 - $ 26.62 52wk Range $ 17.56 - $ 26.62 Volume 288K What does the Schwab International Equity ETF own? The Schwab International Equity ETF tracks the FTSE Developed ex-U.S. Index, which comprises mid- and large-cap stocks from developed markets outside the United States. Its five largest markets are Japan (20....
Key Points As the U.S. market overheats, investors are pivoting to overseas stocks. Schwab’s International Equity ETF is an easy way to profit from that “ABUSA” trend. 10 stocks we like better than Schwab International Equity ETF › Many investors have likely considered reducing their exposure to U.S. stocks over the past year. That "ABUSA" (Anywhere But USA) trade is supported by four core argumen...
Key Points As the U.S. market overheats, investors are pivoting to overseas stocks. Schwab’s International Equity ETF is an easy way to profit from that “ABUSA” trend. 10 stocks we like better than Schwab International Equity ETF › Many investors have likely considered reducing their exposure to U.S. stocks over the past year. That "ABUSA" (Anywhere But USA) trade is supported by four core arguments. First, the S&P 500 is still hovering near its record highs, looks historically expensive at 30 times earnings, and trades at a premium to most other global markets. Second, the S&P 500's gains were driven by a handful of mega-cap tech stocks -- including Nvidia, Microsoft, and Apple -- instead of a balanced mix of sectors. If those Magnificent Seven leaders sputter out, the entire market could crash. 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 » Third, declining interest rates will weaken the U.S. dollar and make overseas companies -- which report their earnings in stronger overseas currencies -- more appealing investments. Lastly, the Trump Administration's unpredictable trade policy changes, fluctuating tariffs, and pressure on Fed independence could drive even more investors away from U.S. stocks. However, it can be challenging for some investors to pivot away from the U.S. market into unfamiliar overseas markets. So if you want to increase your overseas exposure but don't know where to start, it might be smart to invest in a well-diversified exchange-traded fund (ETF), which gives you instant diversification to a basket of top international stocks. Let's review one of those top funds -- the Schwab International Equity ETF (NYSEMKT: SCHF) -- and see why it might be a good hedge against the U.S. market's near-term volatility. What does the Schwab International Equity ETF own? The Schwab Internatio...
Lindsey Vonn says she has had a successful third surgery on the broken leg she suffered during the women’s Olympic downhill on Sunday. Vonn posted an update on Instagram that included photos of her giving a thumbs up in her hospital bed with a metal frame attached to her leg. “I had my 3rd surgery today and it was successful. Success today has a completely different meaning than it did a few days ...
Lindsey Vonn says she has had a successful third surgery on the broken leg she suffered during the women’s Olympic downhill on Sunday. Vonn posted an update on Instagram that included photos of her giving a thumbs up in her hospital bed with a metal frame attached to her leg. “I had my 3rd surgery today and it was successful. Success today has a completely different meaning than it did a few days ago,” Vonn said. “I’m making progress and while it is slow, I know I’ll be ok.” The 41-year-old crashed 13 seconds into her run during Sunday’s race at the Milan Cortina Games and was airlifted off the course by helicopter. She said late on Monday she had suffered a “complex tibia fracture that is currently stable but will require multiple surgeries to fix properly.” Allow Instagram content? This article includes content provided by Instagram . We ask for your permission before anything is loaded, as they may be using cookies and other technologies. To view this content, click 'Allow and continue'. Allow and continue Nine days before Sunday’s crash, Vonn ruptured the ACL in her left knee in another crash. Even before then, all eyes had been on her as the feelgood story of the Games after she returned from nearly six years of retirement. Vonn’s father, Alan Kildow, told the Associated Press on Monday that his daughter is surrounded by family “at all times” at the hospital in Treviso where she is being treated. “Thankful for all of the incredible medical staff, friends, family, who have been by my side and the beautiful outpouring of love and support from people around the world,” Vonn added. “Also, huge congrats to my teammates and all of the Team USA athletes who are out there inspiring me and giving me something to cheer for.” Vonn, who holds the record of 12 World Cup victories in Cortina, returned to racing in December 2024, after knee replacement surgery in April of that year. She was the top speed racer this season entering the Olympics, winning two downhills and finis...
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." A blowout jobs report. January payrolls crushed estimates and unemployment unexpectedly fell — giving investors a dose of relief as markets punish companies on the wrong side of AI. Plus, m ore earnings rolling in — Ford, Kraft, Mattel and more — offering a fresh read on the American consumer. And...
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." A blowout jobs report. January payrolls crushed estimates and unemployment unexpectedly fell — giving investors a dose of relief as markets punish companies on the wrong side of AI. Plus, m ore earnings rolling in — Ford, Kraft, Mattel and more — offering a fresh read on the American consumer. And Hasbro’s turnaround gains momentum, fueled by a Magic: The Gathering surge — the CEO joins us in the C-Suite. And a major defense deal: a new $300 million platform backed by former House Speaker Kevin McCarthy. We speak with him and the CEO behind it. (Source: Bloomberg)
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting ...
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting with us, check out the Odd Lots Discord , where you can hang out and talk with us and with other listeners 24/7. What Joe is thinking about today This morning we got the January Non-Farm Payrolls report, and to my mind there were basically two important signals, one cyclical and one structural. The cyclical story is that, so far as we can tell, the US economy still isn’t sliding into recession. Something that we’ve been talking about over the past two weeks is that there’s a lot of data that’s turning up. The sentiment data has actually been improving a little bit. The ISMs have been improving. Freight data has been improving . And now we see that the pace of job creation in January was better than economists had expected. New jobs came in at 130,000, twice what economists had forecast. At 4.3%, the unemployment rate in January was better than it was in December. U6, which also measures unemployment, fell to 8.0% from 8.4%. Average Hourly Earnings grew 0.4% in the month, above the 0.3% that economists had expected. The Labor Force Participation Rate ticked higher from 62.4% to 62.5%. Of course, one month in and of itself doesn’t prove very much. But the fear with economic decelerations is that they have a non-linearity to them, and that suddenly you get a big step down in labor market health. We didn’t see that in January, and we actually saw kind of the opposite. Now all that being said, the report wasn’t unalloyed good news about the overall health of the economy. Of the 130,000 new jobs that were created, 124,000 can be accounted for just by healthcare and social assista...
Strong fourth-quarter results weren't enough to overcome the negative sentiment toward software. It's been a wild day for Shopify (SHOP 9.11%). The fast-growing e-commerce software stock initially gained in pre-market trading as it reported strong revenue growth, but the stock quickly turned red when the regular trading session opened, as broader fears about the software sector weighed on the stoc...
Strong fourth-quarter results weren't enough to overcome the negative sentiment toward software. It's been a wild day for Shopify (SHOP 9.11%). The fast-growing e-commerce software stock initially gained in pre-market trading as it reported strong revenue growth, but the stock quickly turned red when the regular trading session opened, as broader fears about the software sector weighed on the stock. As of 12:18 p.m. ET, the stock was down 12.1%. What happened with Shopify? The pre-market reaction should make it clear that Shopify's results were well-received. Revenue rose 31% to $3.67 billion, which topped the consensus at $3.59 billion, and gross merchandise volume (GMV) was up 31% to $123.8 billion. Its GMV growth in 2025 was the fastest it's been since 2021. On the bottom line, Shopify reported adjusted earnings per share of $0.48, which was ahead of the consensus at $0.51. Despite the generally strong results, driven by what the company called a new era of "AI commerce", broader fears about AI disruption in the software sector spoiled the celebration as the stock went from double-digit gains in pre-market trading to double-digit losses, a rare reversal, though there was little in the numbers that seemed to justify that. Expand NASDAQ : SHOP Shopify Today's Change ( -9.11 %) $ -11.59 Current Price $ 115.65 Key Data Points Market Cap $166B Day's Range $ 109.63 - $ 139.10 52wk Range $ 69.84 - $ 182.19 Volume 1.8M Avg Vol 8.8M Gross Margin 48.57 % What it means for Shopify On the earnings call, Shopify President Harley Finkelstein gave a full-throated argument for the company's AI strategy, saying it's opening up AI capabilities on the platform to non-Shopify merchants, and it's formed partnerships with OpenAI and Google Gemini that allow for an embedded AI shopping experience. Looking ahead to the first quarter, Shopify expects strong growth to continue, targeting low-thirties revenue growth. Overall, Shopify is executing well, and its position as a platform provid...
Key Points Shopify reported 31% revenue growth in the fourth quarter. The company has integrated a number of AI tools into its platform. After a recovery earlier this week, software stocks tumbled again today. 10 stocks we like better than Shopify › It's been a wild day for Shopify (NASDAQ: SHOP). The fast-growing e-commerce software stock initially gained in pre-market trading as it reported stro...
Key Points Shopify reported 31% revenue growth in the fourth quarter. The company has integrated a number of AI tools into its platform. After a recovery earlier this week, software stocks tumbled again today. 10 stocks we like better than Shopify › It's been a wild day for Shopify (NASDAQ: SHOP). The fast-growing e-commerce software stock initially gained in pre-market trading as it reported strong revenue growth, but the stock quickly turned red when the regular trading session opened, as broader fears about the software sector weighed on the stock. As of 12:18 p.m. ET, the stock was down 12.1%. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » What happened with Shopify? The pre-market reaction should make it clear that Shopify's results were well-received. Revenue rose 31% to $3.67 billion, which topped the consensus at $3.59 billion, and gross merchandise volume (GMV) was up 31% to $123.8 billion. Its GMV growth in 2025 was the fastest it's been since 2021. On the bottom line, Shopify reported adjusted earnings per share of $0.48, which was ahead of the consensus at $0.51. Despite the generally strong results, driven by what the company called a new era of "AI commerce", broader fears about AI disruption in the software sector spoiled the celebration as the stock went from double-digit gains in pre-market trading to double-digit losses, a rare reversal, though there was little in the numbers that seemed to justify that. What it means for Shopify On theearnings call Shopify President Harley Finkelstein gave a full-throated argument for the company's AI strategy, saying it's opening up AI capabilities on the platform to non-Shopify merchants, and it's formed partnerships with OpenAI and Google Gemini that allow for an embedded AI shopping experience. Looking ahead to the first quarter, Shopify expects strong growth to continue, targeting low-thi...
By Stephen Nellis WASHINGTON, Feb 11 (Reuters) - The top Democrat on a U.S. House of Representatives committee focused on China on Monday signaled that he is open to the sale of the older Nvidia generation of "Hopper" chips to China, a change from his predecessor's position. Ro Khanna, a California Democrat, took over as the ranking member on the Select Committee on China earlier this year. The...
By Stephen Nellis WASHINGTON, Feb 11 (Reuters) - The top Democrat on a U.S. House of Representatives committee focused on China on Monday signaled that he is open to the sale of the older Nvidia generation of "Hopper" chips to China, a change from his predecessor's position. Ro Khanna, a California Democrat, took over as the ranking member on the Select Committee on China earlier this year. The Republican chair of the committee has criticized President Donald Trump's decision to allow sales of Nvidia's H200 artificial intelligence chip to China, and Raja Krishnamoorthi, the Illinois Democrat who preceded Khanna, co-sponsored a bill last year that would have blocked the sales. Speaking to reporters after his first hearing with the committee, Khanna stopped short of endorsing Trump's H200 move but said he is open to sales of older chips to China. The H200 was released in 2024 and is part of Nvidia's "Hopper" generation of chips, which preceded its current "Blackwell" generation and its forthcoming "Rubin" chips due later this year. "We certainly shouldn't be sending them Rubins. We shouldn't be sending them Blackwells," Khanna said. "But after we have a two-year, three-year advantage, then I'm fine to make sure that our chips are being used in refrigerators and dishwashers and that that is something that we're selling." Nvidia did not immediately respond to a request for comment. Despite some shared views with the Trump administration on Nvidia chip sales to China, Khanna took issue with its Taiwan policy. This is a departure for a committee that had previously stood out for bipartisanship in an otherwise polarized political climate in Washington. "What we saw in the hearing is a shift of Democrats. It's not just our members criticizing the China Communist Party. It's our members criticizing the Trump administration's policies," Khanna told reporters. "Trump's policies have not been clear, they have not been consistent, and they are undermining secur...
Rachel Reeves has insisted Labour can win the political argument for a closer relationship with the EU, calling it the “biggest prize” for UK economic growth. Some Labour strategists have been wary of making the case for stronger alignment with the EU, believing it could alienate pro-Brexit voters. But Reeves said on Wednesday: “I am confident this is a political argument, as well, that we can win...
Rachel Reeves has insisted Labour can win the political argument for a closer relationship with the EU, calling it the “biggest prize” for UK economic growth. Some Labour strategists have been wary of making the case for stronger alignment with the EU, believing it could alienate pro-Brexit voters. But Reeves said on Wednesday: “I am confident this is a political argument, as well, that we can win.” She pointed to the recent agreement to rejoin the Erasmus student exchange scheme, calling it “one of the most popular things that we’ve done.” Underlining the overriding importance of EU trade for the health of the UK economy, because of the bloc’s close geographical proximity, she said: “Economic gravity is reality, and almost half of our trade is the EU.” “I’m all up for doing deals with India and the US and South Korea, but none of them are going to be as big as what we can get with better trade relations with Europe,” she added. “The biggest prize is clearly with the EU, and we have made progress there.” The chancellor was speaking at an event in London on European security, organised by the Bruegel thinktank. Its director, Jeromin Zettelmeyer, asked whether the UK would like to see a Swiss-style agreement, which could involve agreeing to abide by EU rules and standards for key industries. “Further integration will require further alignment, but I’m up for that,” the chancellor replied. “We are keen to go through at sectoral level what sectors we could have alignment in.” She added: “Some of that could be unilateral and some of it could be negotiated. But there’s big opportunities.” Reeves stressed the areas already under discussion with Brussels as part of Labour’s UK-EU “reset”, including a food and farming agreement, a youth mobility scheme, and how the UK will participate in the EU’s carbon border adjustment mechanism, are just “first base”. The government is due to carry out a review of the trade and cooperation agreement with the EU signed by Boris Johnson in ...