Bordinthorn Loyrat/iStock via Getty Images The Last Supper (of Software) In a way this year's market movements are quite ironic. Everything has happened in these first (almost) two months. January was terrible, but February was "quietly" even worse. We've repeated ou r "s oftware is eating the world" mantra for the last 15 years as if it were some sort of religious dogma, and w e've built valuatio...
Bordinthorn Loyrat/iStock via Getty Images The Last Supper (of Software) In a way this year's market movements are quite ironic. Everything has happened in these first (almost) two months. January was terrible, but February was "quietly" even worse. We've repeated ou r "s oftware is eating the world" mantra for the last 15 years as if it were some sort of religious dogma, and w e've built valuation cathedrals based on price-to-sales multiples that would have made everyone pale during the tulip bubble. And we've ignored the obviousness of net profit margins while believing that 90 percent gross margins were sacrosanct. We've also rewarded companies that own absolutely nothing (I am prepared to provide you with a minimum of 50 to 100 company names) other than code lines, intellectual property, or promises about the future. On the other hand, we have penalized anyone who had the audacity to dirty their hands by dealing with atoms, factories, warehouses, or raw materials extraction. Now, we stand before the ultimate paradox . The same technology that was supposed to guarantee forever the dominance of digital technology (Generative Artificial Intelligence), is instead, proving to be a digital hourglass that is consuming its own offspring. So, let me stat e cl early: AI isn't eating the physical world; AI is eating software. Retail investors continue to look for their next " To the Moon " lottery ticket, while those commonly referred to as "smart money" have begun a silent but brutal hunt. It is no longer about hunting down the best potential investments; it has become the "hunt for losers". This is the era of the liquidation of the intangible, where the goal is not identifying companies that will grow, but avoiding companies that are going to be lost in the annals of time. Anatomy of the Week Last week was an example of economic balance between two views. On one hand, we saw the labor market reports showing a possible accommodative Fed and therefore possible rate cuts. H...
Murata Manufacturing Co. has launched internal discussions about raising the prices of its cutting-edge multilayer ceramic capacitors, the latest supplier to see opportunity in surging demand for hardware needed in AI data centers. The Kyoto-based company’s high-performance MLCCs are key to controlling large power loads in artificial intelligence servers. Murata is now gauging AI’s “true demand” t...
Murata Manufacturing Co. has launched internal discussions about raising the prices of its cutting-edge multilayer ceramic capacitors, the latest supplier to see opportunity in surging demand for hardware needed in AI data centers. The Kyoto-based company’s high-performance MLCCs are key to controlling large power loads in artificial intelligence servers. Murata is now gauging AI’s “true demand” to decide what if any price changes are realistic, Murata President Norio Nakajima told Bloomberg News in an interview. Shares of Murata closed up 6.9% on the news Tuesday. “I think we’ll be able to make a clearer assessment by the fourth quarter,” Nakajima said, adding that Murata hopes to come to a decision by end of March. The company will need to be cautious, however, given “the impact on the broader market and industry would be significant,” he added. Murata is the world’s largest supplier of MLCCs, tiny yet essential components that regulate power flow in electronic devices from Apple Inc. iPhones to Tesla Inc. cars. Its high-end products are increasingly in demand from hyperscalers now committing hundreds of billions of dollars into infrastructure aimed at making AI more powerful and reliable — a move that’s spurring shortages throughout the tech supply chain from memory to semiconductor substrates. Read more: Rampant AI Demand for Memory Is Fueling a Growing Chip Crisis The company, which was founded in 1944 and is a bellwether for the broader electronics industry, will proceed carefully with any price changes to minimize the impact on sales, Nakajima said, adding that the company’s market share is unlikely to be affected. “We need to be sure about the investment boom’s longevity” and make sure Murata’s own innovation and investment keep it ahead of competitors, he said. Murata holds a more than 40% share of the entire MLCC market and commands as much as 70% of the market for cutting-edge capacitors used for AI servers, according to Bloomberg Intelligence analyst Mas...
AzmanJaka/E+ via Getty Images Dear Baron Partners Fund Shareholder, Baron Partners Fund® (the Fund) appreciated substantially in the quarter. Over the prior three months, the Fund increased in value 19.07% (Institutional Shares), exceeding both its primary benchmark, the Russell Midcap Growth Index (the Index), and the broader Russell 3000 Index (the Market Index). The Index declined 3.70% while t...
AzmanJaka/E+ via Getty Images Dear Baron Partners Fund Shareholder, Baron Partners Fund® (the Fund) appreciated substantially in the quarter. Over the prior three months, the Fund increased in value 19.07% (Institutional Shares), exceeding both its primary benchmark, the Russell Midcap Growth Index (the Index), and the broader Russell 3000 Index (the Market Index). The Index declined 3.70% while the Market Index rose 2.40%. The Fund’s performance also meaningfully exceeded peers in the Morningstar Large Growth Category (the Peer Group), which were up modestly (+0.55%)* for the quarter. As of December 31, 2025, the Morningstar Large Growth Category consisted of 1,080, 936, and 755, share classes for the 1-, 5-, and 10-year periods. Morningstar ranked Baron Partners Fund® in the 7th, 40th, 1st, 1st, and 1st percentiles for the 1-, 5-, 10-, 15-year, and since conversion periods, respectively. The Fund converted into a mutual fund on April 30, 2003, and the category consisted of 666 share classes. Morningstar calculates the Morningstar Large Growth Category Average performance and rankings using its Fractional Weighting methodology. Morningstar rankings are based on total returns and do not include sales charges. Total returns do account for management, administrative, and 12b-1 fees and other costs automatically deducted from fund assets. Annualized performance (%) for period ended December 31, 2025 Fund Retail Shares 1,2,3 Fund Institutional Shares 1,2,3,4 Russell Midcap Growth Index 2 Russell 3000 Index 2 QTD 5 19.00 19.07 (3.70) 2.40 1 Year 24.55 24.86 8.66 17.15 3 Years 33.24 33.59 18.64 22.25 5 Years 12.29 12.58 6.65 13.15 10 Years 24.05 24.37 12.49 14.29 15 Years 19.78 20.09 12.17 13.58 Since Conversion(4/30/2003) 17.71 17.94 11.71 11.37 Since Inception(1/31/1992) 15.79 15.93 10.22 10.68 Click to enlarge Performance listed in the above table is net of annual operating expenses. Annual expense ratio for the Retail Shares as of April 30, 2025 was 2.24% (comprised o...
Tarique Rahman set to take oath and become prime minister after landslide victory prompted by ousting of Sheikh Hasina Bangladesh’s incoming prime minister Tarique Rahman and other politicians were sworn into parliament on Tuesday, becoming the first elected representatives since a deadly 2024 uprising. Rahman is set to take over from an interim government that has led the country of 170 million p...
Tarique Rahman set to take oath and become prime minister after landslide victory prompted by ousting of Sheikh Hasina Bangladesh’s incoming prime minister Tarique Rahman and other politicians were sworn into parliament on Tuesday, becoming the first elected representatives since a deadly 2024 uprising. Rahman is set to take over from an interim government that has led the country of 170 million people for 18 months since the autocratic government of Sheikh Hasina was overthrown. Continue reading...
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The post Best TipRanks Alternatives in February 2026 by Ryan Peterson appeared first on Benzinga . Visit Benzinga to get more great content like this. Looking to up your stock game without using TipRanks? We’ve got you covered. Whether you’re in need of a r obust stock screener , a detailed dividend calendar or insights from the best stock analysts, there’s a perfect alternative out there for you, such as Benzinga Pro , TradingView and Interactive Brokers . Dive into our top picks for the best TipRanks alternatives to supercharge your investing strategy. Quick Look at the Top TipRanks Alternatives: Best for real-time data : BenzingaPro Best for social trading : TradingView Best for comprehensive tools : Interactive Brokers Best for in-depth research : Stock Rover Best for analyst ratings : Zacks Best for visual financial analysis : Simply Wall St Best for commission-free trading : Moomoo Best for investment ideas : Seeking Alpha Table of contents [ Show ] Quick Look at the Top TipRanks Alternatives: 8 Best Alternatives to TipRanks 1. Best for Real-Time Data: BenzingaPro 2. Best for Social Trading: TradingView 3. Best for Comprehensive Tools: Interactive Brokers 4. Best for In-Depth Research: Stock Rover 5. Best for Analyst Ratings: Zacks 6. Best for Visual Financial Analysis: Simply Wall St 7. Best for Commission-Free Trading: Moomoo 8. Best for Investment Ideas: Seeking Alpha What Is TipRanks? Why TipRanks Might Not Be Right for You Choosing the Best TipRanks Alternative Frequently Asked Questions 8 Best Alternatives to TipRanks What platforms are better than TipRanks? Let’s break it down: 1. Best for Real-Time Data: BenzingaPro Best For All Trading Levels Overall Rating get started BenzingaPro offers a robust market analysis platform with real-time news, actionable alerts and detailed stock profiles. It’s designed for traders needing up-to-the-minute information to quickly make informed decisions. Fees: Plans start at $37/month (Basic), with higher tiers like “Str...
In this article EL-FR IHG-GB ANTO-GB RIO-GB BHP-AU Follow your favorite stocks CREATE FREE ACCOUNT The City of London skyline at sunset. Gary Yeowell | Digitalvision | Getty Images LONDON — European stocks are expected to open lower on Tuesday as investors keep an eye on earnings. The U.K.'s FTSE index is seen opening 0.2% lower, and Germany's DAX , France's CAC 40 and Italy's FTSE MIB are all see...
In this article EL-FR IHG-GB ANTO-GB RIO-GB BHP-AU Follow your favorite stocks CREATE FREE ACCOUNT The City of London skyline at sunset. Gary Yeowell | Digitalvision | Getty Images LONDON — European stocks are expected to open lower on Tuesday as investors keep an eye on earnings. The U.K.'s FTSE index is seen opening 0.2% lower, and Germany's DAX , France's CAC 40 and Italy's FTSE MIB are all seen down 0.4%, according to data from IG. Regional markets edged higher on Monday, as investors digested comments from this year's Munich Security Conference. Earnings remain in focus for investors, with miners Antofagasta and BHP Group due to report Tuesday, as well as InterContinental Hotels Group and EssilorLuxottica . Data releases include German inflation and economic sentiment and U.K. unemployment figures. Overnight, S&P 500 futures were near flat following two straight negative weeks for the benchmark; U.S markets were shut on Monday for Presidents' Day. Asian financial markets were treading carefully on Tuesday in holiday-thinned trading, with mainland Chinese, Hong Kong, Singapore, Taiwan and South Korea markets closed on Tuesday for Lunar New Year holidays.
Daniel Grizelj/DigitalVision via Getty Images I previously covered Nebius Group ( NBIS ) in November 2025, discussing why I had finally upgraded the stock to a Buy then, thanks to the improved margin of safety/cheaper valuation arising from the prior meltdown, the growing cloud backlog, and the robust robotaxi monetization opportunity from the end of FY2025 onwards. In this article, I shall discus...
Daniel Grizelj/DigitalVision via Getty Images I previously covered Nebius Group ( NBIS ) in November 2025, discussing why I had finally upgraded the stock to a Buy then, thanks to the improved margin of safety/cheaper valuation arising from the prior meltdown, the growing cloud backlog, and the robust robotaxi monetization opportunity from the end of FY2025 onwards. In this article, I shall discuss why I am reiterating my Buy rating for the NBIS stock, thanks to the improved risk/reward profile from the ongoing consolidation along the 50/100/200-day moving averages and the stock's established Q4'25 support levels of $73s. This is on top of the high-growth cloud prospects as observed in the management's aggressive capacity expansion and the promising FY2026 guidance, despite the risks arising from the elevated short interest and the likely to be delayed EPS profitability. NBIS Proves Its AI Beneficiary Status NBIS 1Y Stock Price ( TradingView ) Since my last Buy rating, NBIS has mostly traded sideways between the established Q4'25 support levels of $73s and the Q4'25 resistance levels of $105s, with a similar development also observed in its hyperscaler/neocloud peers in varying degrees. This is despite the undeniable durability of the AI/cloud-related spending trends as reiterated by numerous market leaders during the Q4'25 earnings season, with it highlighting the cooling market sentiments worsened by the prior market rotation to value/dividend-oriented sectors since December 2025. This is despite NBIS' accelerated core AI cloud revenues growth to $214.2M in FQ4'25 (+800% YoY), with the segment comprising "94% of their total group revenues." The insatiable compute demand profile has also contributed to their core AI cloud's peak utilization and sold-out capacity in FQ4'25, with the strong pricing trends already triggering their accelerated capacity expansion plans and the contracted power increase guidance to over 3 GWs in 2026 . This is compared to the current pro...
Zorica Nastasic/E+ via Getty Images AbbVie ( ABBV ), a leader in the JAK and IL-23 inhibitor markets, released strong Q4 numbers, but its stock price fell 5.1% that day. And first, I will note the dry numbers. So, its revenue rose 10.1% year-over-year to $16.6 billion and beat my 'base case' scenario by $180 million, mainly due to the stronger demand for Skyrizi, Qulipta, and Elahere. And its non-...
Zorica Nastasic/E+ via Getty Images AbbVie ( ABBV ), a leader in the JAK and IL-23 inhibitor markets, released strong Q4 numbers, but its stock price fell 5.1% that day. And first, I will note the dry numbers. So, its revenue rose 10.1% year-over-year to $16.6 billion and beat my 'base case' scenario by $180 million, mainly due to the stronger demand for Skyrizi, Qulipta, and Elahere. And its non-GAAP EPS also topped the consensus estimate, as in the past 4 quarters, but this time by 6 cents . Source: graph was made by Author But before I get into the details of AbbVie's drugs, whose performance remains strong, and the "dark spots" in its Eye Care portfolio, I want to point out two milestones, partly due to which I continue to cover it with a 'Buy' rating. I'll start with AbbVie's $5.6 billion agreement with RemeGen, which was announced on January 12 . According to it, AbbVie acquired the rights to develop and commercialize RC148, a PD-1/VEGF-targeted bispecific antibody for the treatment of multiple advanced solid tumors. And yes, AbbVie didn't discuss the clinical data for RC148 in its press release. So, I looked at RemeGen's presentations. I'll take a Phase 1/2 clinical trial [ NCT06016062 ] as an example. In it, patients with non-small cell lung cancer [ la/NSCLC ] who received RC148 [20 mg/kg] plus docetaxel, an anti-mitotic chemotherapy agent, showed a cORR of an impressive 66.7%, compared to only 28.6% in the RC148 [10 mg/kg]-docetaxel arm. That is, at the current moment, I can make an interim conclusion that RC148 has the potential to become an 'SoC' in the treatment of this type of cancer. Source: RemeGen And beyond RemeGen/AbbVie's product candidate, I also want to talk about the results of the Phase 3 ECLIPSE trial [ NCT06241313 ] that assessed the efficacy of Qulipta [ 60 mg atogepant ] in treating people living with migraine. So, 24.3% of participants taking AbbVie's CGRP receptor antagonist achieved pain freedom at two hours post-dose, which is almost ...
The first of a three-part series about the former prime minister’s path to power. Plus, the Fukushima catastrophe 15 years on. Here’s what to watch this evening 9pm, Channel 4 “Never lose your temper. Except on purpose.” Tony Blair’s advice on negotiation to his chief of staff Jonathan Powell is a neat insight into the man in general. This three-part deep dive shows Blair as a calculating communic...
The first of a three-part series about the former prime minister’s path to power. Plus, the Fukushima catastrophe 15 years on. Here’s what to watch this evening 9pm, Channel 4 “Never lose your temper. Except on purpose.” Tony Blair’s advice on negotiation to his chief of staff Jonathan Powell is a neat insight into the man in general. This three-part deep dive shows Blair as a calculating communicator, but an insubstantial political thinker whose greatest achievements were founded upon being all things to all people. What fuelled his insistent will to power? From his constituency of Sedgefield to the horror of Iraq, this singular political journey is tracked but never quite explained. Phil Harrison Continue reading...