Amazon (NASDAQ: AMZN) hasn't been a great investment over the past year. Since 2026 began, its stock has declined by more than 5%. While it was positive for 2025, the negative price movement started in 2026 after Amazon's poorly received fourth-quarter earnings report. The market sold the stock off by about 10% following earnings, and now the stock is down around 20% from its all-time high of just...
Amazon (NASDAQ: AMZN) hasn't been a great investment over the past year. Since 2026 began, its stock has declined by more than 5%. While it was positive for 2025, the negative price movement started in 2026 after Amazon's poorly received fourth-quarter earnings report. The market sold the stock off by about 10% following earnings, and now the stock is down around 20% from its all-time high of just shy of $260. If Amazon could hit $260 by the end of 2026, that would indicate a new all-time high for the stock. So, could Amazon return to that level by the end of 2026? Let's find out. Continue reading
JHVEPhoto/iStock Editorial via Getty Images Shares of Marvell ( MRVL ) have been somewhat of a laggard in the semi industry over the past year. That is surprising, as the company has seen solid growth and delivered real operating leverage on the bottom line. This rapidly helps to reduce valuation multiples, but these are still somewhat demanding. Perhaps more important in all this, is the decisive...
JHVEPhoto/iStock Editorial via Getty Images Shares of Marvell ( MRVL ) have been somewhat of a laggard in the semi industry over the past year. That is surprising, as the company has seen solid growth and delivered real operating leverage on the bottom line. This rapidly helps to reduce valuation multiples, but these are still somewhat demanding. Perhaps more important in all this, is the decisive and forward-looking M&A action to further increase its exposure to, and capabilities in, the data center market. This makes me very keen to keep a close eye on this upcoming year. A Fabless Semi Provider Founded in 1995, Marvell's mission is to develop and deliver semiconductor solutions that move, store, and process data faster, more reliably, and more securely. Focusing on markets like data centers, carrier infrastructure, enterprise networking, the company makes the specific point that accelerating compute delivers on accelerated infrastructure. Compute, in and of itself, is worthless, if the related interconnected and networking switching components are not fast enough to facilitate these speed advantages. In this, Marvell provides custom compute, switching, and interconnect products and solutions, not just used in data centers, but also in 5G and enterprise networking. The company generated some $5.8 billion in sales in the fiscal year 2025, a number up in the mid-single digits from the year before, yet this came with GAAP operating losses of just over $700 million. This was explained by huge restructuring charges, amortization charges, and great R&D intensity, with the latter expenses alone pegged at nearly $2 billion. That was a bit misleading as well, not only because of restructuring charges but also massive amortization charges, as otherwise substantial realistic profits were reported. At the time, data centers made up three-quarters of revenues, complemented by smaller exposure to enterprise networking, carrier infrastructure, consumer, and automotive industrial...
Gabrijelagal/E+ via Getty Images The Thesis Exiting the first half of FY26, the diversified industrial equipment manufacturer, Standex International Corporation ( SXI ), reported solid Q2 FY26 results as demand momentum improved, particularly in the company's core segments. While order activity remains healthy and contributions from recent acquisitions continue, the company's consolidated topline ...
Gabrijelagal/E+ via Getty Images The Thesis Exiting the first half of FY26, the diversified industrial equipment manufacturer, Standex International Corporation ( SXI ), reported solid Q2 FY26 results as demand momentum improved, particularly in the company's core segments. While order activity remains healthy and contributions from recent acquisitions continue, the company's consolidated topline should continue to grow strongly in the quarters ahead. For margins, I believe strength in pricing and a favorable mix, along with a focus on increasing productivity, should be key growth drivers as volume expands through the rest of FY26. Since my last hold rating about two quarters back, the company's stock has been up about 30%, supported by solid organic growth in the first half of FY26. While the company's growth prospects appear favorable, its leveraged balance sheet is likely to keep earnings growth under pressure in the short term. And, while the stock is currently trading at a higher multiple, I would suggest staying on the sidelines for now. SXI’s Q2 FY26 Highlights Standex reported its Q2 FY26 results in the last week of January and reported a solid 16.6% growth across its consolidated topline to $221.3 million during the quarter. Although the growth remains largely tied to contributions from recent acquisitions, SXI started to see organic growth in its key segments, thanks to healthy volumes and pricing. In Q2, while acquisition and FX contributed 10.2% to the consolidated growth, organic growth was roughly 6.4%, largely driven by the company’s core Electronics segment, which grew 20.6% year on year, with 11.1% organic growth. SXI quarterly sales (Research Wise) Strong volume and pricing strength also benefited the company’s profitability during the quarter. However, headwinds from growth-related investment partially offset the gains from volume leverage and pricing. As a result, the company’s adjusted EBITDA margin saw a modest growth of about 40 bps versus the...
Investing.com -- Bernstein said the China Internet sector has had “a ho-hum start to 2026,” but AI progress remains the key driver of relative performance.
Investing.com -- Bernstein said the China Internet sector has had “a ho-hum start to 2026,” but AI progress remains the key driver of relative performance.
Medal table | Live scores and schedule | Results | Briefing Follow us over on Bluesky | Get in touch: mail Daniel Britain now lead Germany 5-2 in the men’s curling, all over them. Elsewhere, Italy are up 5-4 on Norway and USA 4-2 on Sweden. All this talk of Hector… Continue reading...
Medal table | Live scores and schedule | Results | Briefing Follow us over on Bluesky | Get in touch: mail Daniel Britain now lead Germany 5-2 in the men’s curling, all over them. Elsewhere, Italy are up 5-4 on Norway and USA 4-2 on Sweden. All this talk of Hector… Continue reading...
Hong Kong has begun 2026 with a surge in inbound tourism, welcoming 7.23 million visitors to date, marking an increase of 9.6 per cent compared with the previous year. Financial Secretary Paul Chan Mo-po also said that 1.43 million mainland Chinese visitors were expected during the Lunar New Year holiday, up 6 per cent from last year. He attributed this expected boost to the mega-events scheduled ...
Hong Kong has begun 2026 with a surge in inbound tourism, welcoming 7.23 million visitors to date, marking an increase of 9.6 per cent compared with the previous year. Financial Secretary Paul Chan Mo-po also said that 1.43 million mainland Chinese visitors were expected during the Lunar New Year holiday, up 6 per cent from last year. He attributed this expected boost to the mega-events scheduled throughout the holiday. “Hong Kong’s Lunar New Year atmosphere is rich and vibrant, blending...
Key PointsFrom an investment standpoint, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have thrived with Donald Trump in the White House.
Key PointsFrom an investment standpoint, the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have thrived with Donald Trump in the White House.
Key PointsRobinhood reported year-over-year growth in key metrics like net deposits, Gold subscriptions, and total platform assets, but revenue fell short of expectations.
Key PointsRobinhood reported year-over-year growth in key metrics like net deposits, Gold subscriptions, and total platform assets, but revenue fell short of expectations.