Booking Holdings (NASDAQ: BKNG) has lost 20% of its value since the beginning of the year as of market close Feb. 11, and is down by 27% from its high in June. Investors have been selling thanks to concerns about AI and other challenges. The company is set to report its reults for the fourth quarter of 2025 on Feb. 18. Investors want to know if they should buy before that report. Image source: Get...
Booking Holdings (NASDAQ: BKNG) has lost 20% of its value since the beginning of the year as of market close Feb. 11, and is down by 27% from its high in June. Investors have been selling thanks to concerns about AI and other challenges. The company is set to report its reults for the fourth quarter of 2025 on Feb. 18. Investors want to know if they should buy before that report. Image source: Getty Images. Continue reading
Balu Balakrishnan, a former CEO and member of the Board of Directors of Power Integrations (NASDAQ:POWI) , reported the indirect sale of 11,363 shares in multiple open-market transactions on Feb. 9 and Feb. 10, 2026, for a total consideration of approximately $532,000 according to the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($46.82). * 1-year price...
Balu Balakrishnan, a former CEO and member of the Board of Directors of Power Integrations (NASDAQ:POWI) , reported the indirect sale of 11,363 shares in multiple open-market transactions on Feb. 9 and Feb. 10, 2026, for a total consideration of approximately $532,000 according to the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($46.82). * 1-year price change calculated using Feb. 10, 2026 as the reference date. Continue reading
In this article AMZN MSFT Follow your favorite stocks CREATE FREE ACCOUNT White House trade advisor Peter Navarro speaks to members of the media near the West Wing of the White House in Washington, D.C., U.S., August 21, 2025. Nathan Howard | Reuters President Donald Trump 's trade and manufacturing adviser Peter Navarro said on Sunday that the White House may force data center builders to absorb ...
In this article AMZN MSFT Follow your favorite stocks CREATE FREE ACCOUNT White House trade advisor Peter Navarro speaks to members of the media near the West Wing of the White House in Washington, D.C., U.S., August 21, 2025. Nathan Howard | Reuters President Donald Trump 's trade and manufacturing adviser Peter Navarro said on Sunday that the White House may force data center builders to absorb their costs as voters continue to sour on the economy and utility prices soar. "All of these data center builders, Meta on down, need to pay for all, all of the costs," Navarro said on Fox News' "Sunday Morning Futures." "They need to pay, not only pay for the electricity that they're using on the grid, but they have to pay for the resiliency that they're affecting as well. They need to pay for the water. So there's activity, action here going forward, where we force them to internalize the cost." Navarro did not detail what the White House's plan to force data center builders to internalize costs would look like. CNBC has reached out to the White House for clarification. Meta did not immediately respond to CNBC's request for comment. Read more CNBC politics coverage Epstein files: DOJ says it logs Congress members' searches to 'protect' victim information Epstein files: AG Pam Bondi seemed to have Rep. Jayapal's DOJ database search history at hearing Judge blocks Pete Hegseth's censure of Sen. Mark Kelly over troops video, for now Watch Pam Bondi hearing: AG touts record Dow as Democrats grill her over Trump, Epstein Data centers and their drag on utilities are part of the affordability problem. Electricity prices spiked 6.9% year over year in 2025 and show little sign of easing. Navarro sought to pin the blame for soaring costs on former President Joe Biden , who left office over a year ago. "I just want to assure people that we're on it, we also feel your pain," Navarro said. "We understand the ravages that inflation took on you because of Joe Biden's irresponsibility, b...
UK Health Security Agency urges parents in Enfield to get their children vaccinated as Easter holiday travels approach A big measles outbreak in north-east London is affecting unvaccinated children under the age of 10, the UK Health Security Agency (UKHSA) has confirmed. UKHSA previously reported 34 laboratory-confirmed measles cases among children who attend schools and nurseries in Enfield from ...
UK Health Security Agency urges parents in Enfield to get their children vaccinated as Easter holiday travels approach A big measles outbreak in north-east London is affecting unvaccinated children under the age of 10, the UK Health Security Agency (UKHSA) has confirmed. UKHSA previously reported 34 laboratory-confirmed measles cases among children who attend schools and nurseries in Enfield from 1 January to 9 February, with some requiring hospital treatment. Continue reading...
Warner Bros Discovery Inc. is considering reopening sale talks with rival Hollywood studio Paramount Skydance Corp. after receiving its hostile suitor’s most recent amended offer, people with knowledge of the matter said. Members of the Warner Bros. board are discussing whether Paramount could offer a path to a superior deal, people familiar with the board’s thinking said, a move that may ignite a...
Warner Bros Discovery Inc. is considering reopening sale talks with rival Hollywood studio Paramount Skydance Corp. after receiving its hostile suitor’s most recent amended offer, people with knowledge of the matter said. Members of the Warner Bros. board are discussing whether Paramount could offer a path to a superior deal, people familiar with the board’s thinking said, a move that may ignite a second bidding war with Netflix Inc . The board hasn’t decided how to respond and may stick with the company’s current deal with Netflix, said the people, who asked not to be identified discussing nonpublic information. Paramount submitted amended terms last week that addressed several concerns. The company will cover a $2.8 billion fee owed to Netflix if Warner Bros. terminates their agreement, and is offering to backstop a Warner Bros. debt refinancing. Paramount also said it will compensate Warner Bros. shareholders if the deal doesn’t close by Dec. 31, underscoring its confidence that the deal will get swift regulatory approval. Warner Bros. still has some concerns about Paramount’s offer, many of which it has outlined in past statements, but this is the first time the board has considered Paramount’s offer could lead to a better deal or prompt Netflix to up its bid. Warner Bros. has agreed to sell its namesake studio and HBO Max streaming business to Netflix in a $27.75 a share deal. Warner Bros. has been racing to hold a shareholder vote on its Netflix agreement, while Paramount, the owner of CBS and MTV, has been appealing directly to Warner Bros. shareholders through a $30-a-share tender offer and is lobbying regulators to approve its deal. Both Paramount and streaming leader Netflix have indicated they would be willing to raise their bids in order to secure a deal for Warner Bros., one of the largest US media companies. Paramount Chief Executive Officer David Ellison has said the current offer isn’t his last and final bid, while Netflix’s leadership has told share...
Pentagon Gaming Out "Sustained, Weeks-Long Military Campaign" Against Iran Which Could Open Pandora's Box The Pentagon is preparing for a "sustained, weeks-long military campaign" against Iran if President Trump gives the green light, according to fresh reporting in Reuters which cites two US officials. The scenario under review envisions a far broader conflict than last June's 12-day war, when th...
Pentagon Gaming Out "Sustained, Weeks-Long Military Campaign" Against Iran Which Could Open Pandora's Box The Pentagon is preparing for a "sustained, weeks-long military campaign" against Iran if President Trump gives the green light, according to fresh reporting in Reuters which cites two US officials. The scenario under review envisions a far broader conflict than last June's 12-day war, when the US and Israel launched strikes on the Islamic Republic. But some who better remember the recent Iraq and Afghan wars say it won't just be "weeks" - but any major Iran action has the likelihood of becoming a much lengthier and bloodier than envisioned quagmire . Anadolu Agency via Getty Images The report comes after Washington and Tehran resumed indirect talks in Oman last week - also as Israel is pressing for Iran to dismantle not only its nuclear program but also its ballistic missile arsenal - the same capability Tehran used to strike back at Tel Aviv in June. Even as some White House officials have touted the idea of 'limited' strikes on Iran, akin to the swift and easy Venezuela operation which ousted Nicolás Maduro, Pentagon planners are being more realistic in admitting immediate Iranian retaliation would sustain the conflict , making it "more complex". From the heart of the Reuters article ... The planning under way this time is more complex , the officials said. In a sustained campaign, the U.S. military could hit Iranian state and security facilities, not just nuclear infrastructure, one of the officials said. The official declined to provide specific details. Experts say the risks to U.S. forces would be far greater in such an operation against Iran, which boasts a formidable arsenal of missiles . Retaliatory Iranian strikes also increase the risk of a regional conflict. The same official said the United States fully expected Iran to retaliate, leading to back-and-forth strikes and reprisals over time . Trump of course ran on a campaign to end the forever wars a...
People have frequently asked me about disruption from artificial intelligence (AI) in recent weeks: Which industries are safe and which are in trouble? I won't pretend to see the future perfectly. But I will say that I believe cybersecurity is mission-critical software, placing these businesses among those safe from AI replacement. I believe cybersecurity stocks are safe. I believe cybersecurity s...
People have frequently asked me about disruption from artificial intelligence (AI) in recent weeks: Which industries are safe and which are in trouble? I won't pretend to see the future perfectly. But I will say that I believe cybersecurity is mission-critical software, placing these businesses among those safe from AI replacement. I believe cybersecurity stocks are safe. I believe cybersecurity stocks with a deep understanding of AI are even safer. And that's why I want to highlight Rubrik (NYSE: RBRK) today. The stock trades down more than 45% from its all-time high set in mid-2025. But its business is thriving, making this a compelling investment opportunity. Image source: Getty Images. Continue reading
Shares of Palantir Technologies Inc. (PLTR) are down more than 3% over the past week, driven by a broader sell-off in the software sector. The AI software provider has been one of the hottest AI names, with the stock soaring 135% in 2025 and 340% in 2024, driven by surging demand for its AI ...
Shares of Palantir Technologies Inc. (PLTR) are down more than 3% over the past week, driven by a broader sell-off in the software sector. The AI software provider has been one of the hottest AI names, with the stock soaring 135% in 2025 and 340% in 2024, driven by surging demand for its AI ...
Duolingo (NASDAQ: DUOL) has already answered the easy question. The company can grow. In 2025, it surpassed 50 million daily active users and crossed $1 billion in annual revenue. Paid subscribers expanded. Margins improved. Profitability strengthened. The debate in 2026 for investors considering this stock isn't about acceleration. It's about the durability of the company's growth. Continue readi...
Duolingo (NASDAQ: DUOL) has already answered the easy question. The company can grow. In 2025, it surpassed 50 million daily active users and crossed $1 billion in annual revenue. Paid subscribers expanded. Margins improved. Profitability strengthened. The debate in 2026 for investors considering this stock isn't about acceleration. It's about the durability of the company's growth. Continue reading
PM Images/DigitalVision via Getty Images Market Review US equity markets rose in 4Q2025 amid a complex mix of AI-driven growth optimism and rising concerns around profitability, spending, and macroeconomic uncertainty. While enthusiasm around AI investment remained a defining theme, investor scrutiny increased as questions emerged regarding return on investment, balance sheet leverage, and the sus...
PM Images/DigitalVision via Getty Images Market Review US equity markets rose in 4Q2025 amid a complex mix of AI-driven growth optimism and rising concerns around profitability, spending, and macroeconomic uncertainty. While enthusiasm around AI investment remained a defining theme, investor scrutiny increased as questions emerged regarding return on investment, balance sheet leverage, and the sustainability of elevated capital expenditures. Macroeconomic conditions showed signs of moderation. Labor markets weakened, with the unemployment rate rising to a four-year high in November, alongside a wave of high-profile layoffs across technology and consumer-oriented companies. Consumer behavior remained uneven: retail sales exceeded expectations, supporting resilience narratives, while Visa ( V ) reported holiday spending growth driven primarily by ecommerce and electronics. Sector leadership diverged meaningfully. Healthcare emerged as a top-performing sector late in the quarter, particularly within pharmaceuticals. Financials demonstrated renewed strength as the six largest US banks added approximately $600 billion in market capitalization during 2025, supported by deregulation tailwinds and a revival in investment banking activity. Housing indicators improved modestly, though affordability constraints persisted. A late-quarter government shutdown delayed key economic releases, contributing to heightened uncertainty. Technology performance was mixed. NVIDIA ( NVDA ) continued to grab headlines after receiving approval to sell H200 chips to China, while ByteDance announced plans to acquire these chips as part of a $23 billion AI capital expenditure expansion. However, broader technology performance softened later in the quarter as concerns around AI-related debt and margin pressure weighed on sentiment. The Russell Midcap® Growth Index declined 3.70% for the quarter, with communication services and consumer staples among the weakest-performing sectors, while materials ...
Emails suggest former prince leaked information about RBS bailout and held meetings suggested by convicted sex offender The UK’s top prosecutor has said that “nobody is above the law” amid growing pressure on police to fully investigate Andrew Mountbatten-Windsor’s links with Jeffrey Epstein. Thames Valley police said earlier this week that they were in discussion with the Crown Prosecution Servic...
Emails suggest former prince leaked information about RBS bailout and held meetings suggested by convicted sex offender The UK’s top prosecutor has said that “nobody is above the law” amid growing pressure on police to fully investigate Andrew Mountbatten-Windsor’s links with Jeffrey Epstein. Thames Valley police said earlier this week that they were in discussion with the Crown Prosecution Service over allegations against the former prince of misconduct in public office. Continue reading...
titoOnz/iStock via Getty Images U.S stocks have diverged sharply from the rest of the world in terms of valuation, Apollo Global Chief Economist Torsten Slok notes. During the Financial Crisis "the P/E ratio for U.S. equities was similar to that of the rest of the world ( VXUS ) ( VEU ) ( IXUS ), but the surge in tech valuations has now pushed the US P/E ratio 40% higher," Slok wrote in a note. Se...
titoOnz/iStock via Getty Images U.S stocks have diverged sharply from the rest of the world in terms of valuation, Apollo Global Chief Economist Torsten Slok notes. During the Financial Crisis "the P/E ratio for U.S. equities was similar to that of the rest of the world ( VXUS ) ( VEU ) ( IXUS ), but the surge in tech valuations has now pushed the US P/E ratio 40% higher," Slok wrote in a note. See a screen of large-caps with the highest P/E (TTM). Apollo Global More on Vanguard Total International Stock Index Fund;ETF, Vanguard FTSE All-World ex US Index Fund;ETF, etc. The Great Commoditization: How To Invest In A Post-AI World VXUS: Temporary Alpha SPWO Vs. VXUS: International Shariah Hasn't Hurt Investors ETF inflows roar out of the gate in 2026 as they are on pace to top $2T by year end ETF inflows shatter records as $165B floods in during the month of January
hanibaram/iStock via Getty Images Market Review Equity markets continued to perform well in the fourth quarter, despite periods of volatility driven by strong corporate earnings and two additional rate cuts by the US Federal Reserve. Stocks linked to artificial intelligence (AI) began to experience some turbulence in November, as concerns regarding the high level of capital expenditures on AI mode...
hanibaram/iStock via Getty Images Market Review Equity markets continued to perform well in the fourth quarter, despite periods of volatility driven by strong corporate earnings and two additional rate cuts by the US Federal Reserve. Stocks linked to artificial intelligence (AI) began to experience some turbulence in November, as concerns regarding the high level of capital expenditures on AI models and associated infrastructure requirements led to a temporary selloff in that subset of the market. The tech-focused Nasdaq Composite Index returned 2.72% during the quarter but posted negative returns for the last two months of the year, owing to the weakness in AI-related stocks. The S&P 500 Index and the growth-focused Russell 2000 Index also finished the quarter higher, posting returns of 2.66% and 2.19%, respectively. Although markets finished higher for the quarter, equity volatility remained elevated, with the VIX spiking in mid-October and mid-November and reaching a high of 26.42 on 20 November before closing at 14.95 as markets turned quiet around the December holiday period. Shorter-term rates, inside the 2-year tenor, were lower for the quarter, driven by the Fed's decision to cut the fed funds rate twice, resulting in a total reduction of 50 bps. As a "knock-on" effect, yields on 3-month and 6-month Treasury bills fell by 30 and 24 bps, respectively. Like equity volatility, interest rate volatility, as measured by the ICE BofA MOVE Index, saw spikes in October and November before closing out lower. For the quarter, the index opened at 77.93, reached a high of 84.32 on 19 November, and closed at 63.96. The US high yield market, per the ICE BofA US High Yield Index, returned +1.35% in the fourth quarter, mainly driven by lower interest rates. Quarter-over-quarter, spreads tightened modestly by 8 bps, from 309 bps to 301 bps. Convertible valuations, notably more balanced and volatility-sensitive bonds, improved in the fourth quarter, with "in-the-money names" p...
Israeli Prime Minister Benjamin Netanyahu said he proposed terms for any deescalation deal with Iran during a meeting with US President Donald Trump last week. According to the terms, Iran shouldn’t possess enriched material or nuclear enrichment capabilities, Netanyahu told a Conference of Presidents of Major American Jewish Organizations meeting in Jerusalem. He also suggested limiting the range...
Israeli Prime Minister Benjamin Netanyahu said he proposed terms for any deescalation deal with Iran during a meeting with US President Donald Trump last week. According to the terms, Iran shouldn’t possess enriched material or nuclear enrichment capabilities, Netanyahu told a Conference of Presidents of Major American Jewish Organizations meeting in Jerusalem. He also suggested limiting the range of Iranian ballistic missiles, another key point of contention. “There’s an MTCR limitation of 300 kilometers, and Iran is supposed to adhere to it,” he said. “Of course, it doesn’t.” Geneva is expected to host a second round of Iran-US talks this week following indirect negotiations in Oman in early February. Trump is seeking an arrangement to curb Tehran’s nuclear ambitions. Iranian Foreign Minister Abbas Araghchi departed for the Swiss city for the talks, Iran’s state-run Press TV reported . Trump’s son-in-law, Jared Kushner , and special envoy Steve Witkoff are the US envoys, Reuters reported. Read More: Iran’s Internet Goes Dark as US Agencies Spar on VPN Funding Trump told reporters on Friday that regime change would be the best outcome for Iran, ratcheting up pressure ahead of the talks. He earlier said negotiations with Iran could drag out for as long as a month. The US president mobilized warships and fighter jets near Iran in response to a recent deadly crackdown by the regime there following mass protests, but he has since shifted his focus to Iran’s atomic capabilities. The US and Israel struck nuclear facilities in Iran last year. While Trump at the time said the mission had obliterated the Islamic Republic’s nuclear program, he has pushed for an agreement with the country in exchange for sanctions relief. Iran denies seeking nuclear weapons. Read More: Iran Strikes Set Back Nuke Program by Up to Two Years, US Says In a meeting with Netanyahu in Washington, Trump said that his preference was to reach a deal with Iran despite reservations by the Israeli leader.
The latest narrative in the financial world is the risk that artificial intelligence ( AI ) will disrupt existing software businesses. With new tools emerging from heavily funded AI labs that allow developers to quickly "code" new projects with only natural-language prompts, shareholders have become concerned that competition will pop up everywhere and erode existing profits for software providers...
The latest narrative in the financial world is the risk that artificial intelligence ( AI ) will disrupt existing software businesses. With new tools emerging from heavily funded AI labs that allow developers to quickly "code" new projects with only natural-language prompts, shareholders have become concerned that competition will pop up everywhere and erode existing profits for software providers. I believe this threat is overrated, presenting investors with a nice opportunity to buy high-quality software businesses at a reasonable price. Here are two software stocks with massive upside coming out of this software bear market, according to Wall Street. Wix.com (NASDAQ: WIX) is a website development platform that lets individuals or teams easily build websites without code. It has been thrown out with the software bathwater, down to close to 70% in the last year. It makes little sense to sell Wix over low-code software development, as the company has been enabling individuals to do just that for building websites for a decade. Continue reading