Technology stocks have witnessed a volatile start to 2026, as evident from the flat performance of the Nasdaq Composite so far this year. Though tech stocks started the year on a positive note, they were in sell-off mode last week due to concerns about mounting capital expenses to support the buildout of artificial intelligence (AI) infrastructure. Big tech stocks saw a whopping $1 trillion wiped ...
Technology stocks have witnessed a volatile start to 2026, as evident from the flat performance of the Nasdaq Composite so far this year. Though tech stocks started the year on a positive note, they were in sell-off mode last week due to concerns about mounting capital expenses to support the buildout of artificial intelligence (AI) infrastructure. Big tech stocks saw a whopping $1 trillion wiped off from their market cap last week. However, Morgan Stanley believes that tech stocks could rally once again, primarily driven by AI. Analysts at the investment bank point out that the revenue growth expectations for some of the biggest names in the tech industry are now at multi-decade highs. Moreover, the recent sell-off means that investors now have an attractive entry point into the sector. That's why we are going to take a look at two tech names that are growing at an incredible pace -- IonQ (NYSE: IONQ) and Celestica (NYSE: CLS) -- and have the potential to go parabolic, rising rapidly in their stock price in a short period of time. Continue reading
As part of its acquisition by China-based Picea Robotics, iRobot is creating a new US-based subsidiary called iRobot Safe, which the company says will be "responsible for the protection of US consumer data," similar to the TikTok deal that was completed last month. iRobot customers in the US will be able to continue using their robovacs as usual, but now their data will be handled by iRobot Safe, ...
As part of its acquisition by China-based Picea Robotics, iRobot is creating a new US-based subsidiary called iRobot Safe, which the company says will be "responsible for the protection of US consumer data," similar to the TikTok deal that was completed last month. iRobot customers in the US will be able to continue using their robovacs as usual, but now their data will be handled by iRobot Safe, rather than the company's new owner. In a press release published on January 23rd, iRobot stated that the creation of iRobot Safe is "designed to maintain a clear separation between iRobot's non-US ownership and its US and other global consumer dat … Read the full story at The Verge.
In this article ROKU Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 4:48 04:48 Roku CEO Anthony Wood: Strong earnings driven by investments we've made over the last few years Squawk on the Street Shares of Roku jumped more than 6% on Friday after the video streaming company posted fourth-quarter results that trounced analysts' expectations and offered strong guidance. Here's how t...
In this article ROKU Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 4:48 04:48 Roku CEO Anthony Wood: Strong earnings driven by investments we've made over the last few years Squawk on the Street Shares of Roku jumped more than 6% on Friday after the video streaming company posted fourth-quarter results that trounced analysts' expectations and offered strong guidance. Here's how the company did based on analysts' estimates compiled by LSEG: Earnings per share: 53 cents adjusted vs. 28 cents Revenue: $1.39 billion vs. $1.35 billion "The biggest driver of our subscriptions business is just the secular trend of more and more services moving into a service like premium subscriptions instead of just doing their own app," Roku CEO Anthony Wood told CNBC's Julia Boorstin on Friday. "That's really, I think, the core driver." Roku executives said in their shareholder letter that the fourth quarter was the "biggest quarter ever" for net adds to premium subscriptions. The program lets users subscribe to different streaming services, like HBO Max and Paramount+, using a single login on the Roku platform. The company said it expects to roll out premium subscription bundles this year. For the current period, Roku said it expects to report $1.2 billion in revenue, which is higher than the $1.16 billion expected by analysts, according to StreetAccount. It also projected full-year revenue of $5.5 billion, surpassing analyst estimates of $5.34 billion, according to StreetAccount. Last May, Roku acquired Frndly, a live TV subscription streaming service, for $185 million. The company also recently launched an ad-free streaming service, called Howdy , that costs $2.99 a month. Wood told investors on the company's earnings call that Howdy has the potential to become a "very large service" over time. Roku also said it's on track to surpass 100 million streaming households this year. Analysts at Rosenblatt Securities on Friday upgraded Roku's stock to buy from neutral, cit...
Pentagon Confirms 1st Troop Death In Drug Boat Targeting Operation Southern Spear In the first publicly disclosed military death related to America's ongoing 'Southern Spear' operation to disrupt the Caribbean and Latin American drug smuggling network, a Marine with the 22nd Marine Expeditionary Unit died after falling overboard USS Iwo Jima, the Marine Corps has confirmed.. Lance Cpl. Chukwuemeka...
Pentagon Confirms 1st Troop Death In Drug Boat Targeting Operation Southern Spear In the first publicly disclosed military death related to America's ongoing 'Southern Spear' operation to disrupt the Caribbean and Latin American drug smuggling network, a Marine with the 22nd Marine Expeditionary Unit died after falling overboard USS Iwo Jima, the Marine Corps has confirmed.. Lance Cpl. Chukwuemeka Oforah, 21, of Florida, fell overboard Feb. 7 , the a II Marine Expeditionary Force said in a press release. The USS Iwo Jima, US Navy/Getty Images Oforah is the first service member whose death was publicly announced as part of the huge US naval Caribbean build-up since last Fall, which enforced an embargo on sanctioned tankers coming in and out of Venezuela , and which is now doing the same for Cuba, with an eye on 'illicit' Russian and Chinese shadow fleet tankers as well. The Marines officially declared him deceased Tuesday after a three-day search. Oforah has been identified as an infantry rifleman who was deployed to the Battalion Landing Team 3/6, 22nd MEU (SOC). "We are all grieving alongside the Oforah family," 22nd MEU (SOC) commanding officer Col. Tom Trimble stated. "The loss of Lance Cpl. Oforah is deeply felt across the entire Navy-Marine Corps team. He will be profoundly missed, and his dedicated service will not be forgotten." The circumstances of his death are focus of an ongoing Pentagon investigation, and no other details have been released. The rescue and recovery operation, before he was declared officially "lost at sea", were extensive, per US Navy s ources : Five Navy ships, a rigid-hull inflatable boat and 10 aircraft – including six helicopters – from the Navy, Marine Corps and Air Force were involved in the search , according to the release. The six helicopters were two Navy MH-60 Sierras, two Navy MH-60 Romeos, one Marine Corps AH-IZ Viper and one UH-IY Venom. A Navy P-8 Poseidon, two Air Force HC-130J Combat King IIs and an Air Force MQ-9 Reaper...
Earnings Call Insights: Cooper-Standard Holdings Inc. (CPS) Q4 2025 Management View CEO Jeffrey Edwards highlighted that "in 2025, we continued to deliver world-class results in terms of product quality, program management and service for our customers," citing a 99% green product quality scorecard and a 98% green program launch scorecard. He noted the company achieved its "best year ever in terms...
Earnings Call Insights: Cooper-Standard Holdings Inc. (CPS) Q4 2025 Management View CEO Jeffrey Edwards highlighted that "in 2025, we continued to deliver world-class results in terms of product quality, program management and service for our customers," citing a 99% green product quality scorecard and a 98% green program launch scorecard. He noted the company achieved its "best year ever in terms of employee safety" with a safety incident rate of 0.24 per 200,000 hours worked and emphasized $64 million in cost savings from operational efficiencies and supply chain initiatives, as well as $18 million in year-over-year savings from salary reduction actions. Edwards stated, "we achieved a solid 24% improvement in operating income for the year." Edwards announced that Cooper-Standard secured $298 million in net new business awards in 2025 and described the year as "our best operational performance in company history," delivering results "above our original operating plan and at the high end of the updated guidance range we gave you at the end of October." CFO Jonathan Banas reported, "Fourth quarter 2025 sales totaled $672 million, an increase of 1.8% versus the fourth quarter of 2024" despite a customer supply chain disruption. He stated, "adjusted EBITDA for the fourth quarter 2025 was $34.9 million or 5.2% of sales," and "on a U.S. GAAP basis, we generated net income of $3.3 million in the fourth quarter." Banas added, "full year 2025, our sales totaled $2.74 billion, an increase of 0.4% versus 2024," with adjusted EBITDA at $209.7 million for the year. He noted, "full year net loss significantly improved to $4.2 million from a net loss of $78.7 million in 2024." Outlook Edwards provided 2026 guidance for "increased profitability and for further margin expansion, leveraging an increase in sales of around 3% based on the most recent industry production outlook." He expressed confidence that the company will reach "our near-term strategic target of double-digit EBITDA...
z1b/iStock via Getty Images The recent rout in financial services and software stocks due to fears around AI disruption has created a number of bargain opportunities. In what I would consider a ‘baby thrown out with the bathwater’ moment, I believe patient value investors could do well by buying quality stocks that are well-positioned to ride out the market unease. This brings me to FactSet Resear...
z1b/iStock via Getty Images The recent rout in financial services and software stocks due to fears around AI disruption has created a number of bargain opportunities. In what I would consider a ‘baby thrown out with the bathwater’ moment, I believe patient value investors could do well by buying quality stocks that are well-positioned to ride out the market unease. This brings me to FactSet Research Systems ( FDS ), which currently sits near the bottom of a multi-year range. At the current price of $202, FDS carries a forward P/E of 11.5, sitting far below its historical mean. In this article, I cover FDS, including recent business results , and discuss why the dip in price presents an excellent ‘buying’ opportunity, so let’s get started! FDS Stock 10-Yr Trend (Seeking Alpha) Why FDS? FactSet Research Systems is a leading provider of integrated financial data, analytical software, and workflow solutions used by investment professionals around the globe. It adds value to its users by providing high-quality market and company data combined with analytical tools and enterprise technology. FDS’ customers include institutional asset managers, wealth advisers, banks, hedge funds, and corporate clients. FactSet’s solutions are designed to consolidate and reconcile diverse datasets into a trusted, governed source for research and decision-making. This value proposition has anchored long-standing relationships with major financial institutions worldwide. As shown below, over 90% of FDS’ ASV (annual subscription value) comes with proprietary advantages. This includes proprietary analytics and models that are difficult to replicate. Meanwhile, just 10% of its ASV stems from curation of data sources that may be easier to replicate by outside AI models. Investor Presentation FDS demonstrated solid fiscal Q1 2026 results, with ASV growing by 5.9% YoY to $2.4 billion. This was driven by broad adoption of FDS’ proprietary data, analytics, and AI-ready solutions. Clients their usage...
A review of holdings across seven major business development companies found wide variation in how investments tied to the software sector are categorized. Olivia Fishlow reports on "Bloomberg Open Interest." (Source: Bloomberg)
A review of holdings across seven major business development companies found wide variation in how investments tied to the software sector are categorized. Olivia Fishlow reports on "Bloomberg Open Interest." (Source: Bloomberg)
Foreign investors are using Brazil as a way to diversity out of the US and into Latin American equities, pouring money into local stocks at the fastest pace in years and driving up trading volumes. As of Feb. 11, foreign investors had invested more than 33 billion reais ($6.3 billion) into Brazilian equities, surpassing the roughly 25.4 billion reais recorded in all of 2025. That helped push the I...
Foreign investors are using Brazil as a way to diversity out of the US and into Latin American equities, pouring money into local stocks at the fastest pace in years and driving up trading volumes. As of Feb. 11, foreign investors had invested more than 33 billion reais ($6.3 billion) into Brazilian equities, surpassing the roughly 25.4 billion reais recorded in all of 2025. That helped push the Ibovespa’s average daily trading volume for cash equities to 32.1 billion reais in January from a recent low of 20.3 billion reais in July, according to data from the local stock exchange operator B3 SA. And the inflows are likely to continue as Brazil benefits from a broader rotation away from US assets and into the developing world, said Marcelo Okura , co-head of global markets for the region at UBS Group AG in São Paulo. With neighboring markets smaller and less liquid, many foreigners see Brazil as their main entry point. “There’s a better mood regarding Latin America,” said Okura in an interview. “If the trend of a weaker dollar continues, which has a reasonable chance of happening, we could see more flows into the region.” The massive flows at the start of the year took many locals by surprise, who broadly missed out on the 13% rally in the nation’s stock market in January — its biggest monthly gain in over five years — after concern over this year’s election led them to trim risk. Read more: Brazil Equity Funds Miss Foreign-Led Rally Amid Election Jitters Latin American equities have recorded a strong start to the year, with the MSCI index for the region rising 17%, far outpacing the broader MSCI Emerging Market Index and the S&P 500 , with gains of 11% and a drop of 0.1%, respectively. Okura expects foreign inflows into Brazilian equities to total at least 45 billion reais ($8.6 billion) in 2026, with potential for higher flows if the external backdrop remains supportive. “After the strong performance in January, I’m cautiously optimistic for the year,” said Okura. ...
At Holdings Channel, we have reviewed the latest batch of the 78 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Chevron Corporation (Symbol: CVX) was held by 27 of these funds. When hedge fund managers appear to be thinking alike, we find it is a g
At Holdings Channel, we have reviewed the latest batch of the 78 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Chevron Corporation (Symbol: CVX) was held by 27 of these funds. When hedge fund managers appear to be thinking alike, we find it is a g