Market Signal Briefing

Stellantis N.V. is changing its strategy under Antonio Filosa's leadership, moving the company closer to actual consumer demand. A pullback of EV investments is expensive but seems warranted. Actual EV adoption has trailed Stellantis' assumptions. Localization in decision-making is clearly positive, as Stellantis' U.S. brands have taken a hit from previous failed launches.

Early in 2026, shares of semiconductor giant Broadcom NASDAQ: AVGO are continuing on their negative trajectory that characterized the end of 2025. As of the Feb. 5 close, AVGO stock has fallen 10% on the year.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

It can be important for investors to have a solid foundation in their portfolios.

Investors can look at Berkshire Hathaway's massive $324 billion public equities portfolio to find worthy ideas. The largest holdings, like Apple, American Express, and Coca-Cola, get a lot of the attention.

But the conglomerate owns much smaller stakes in other successful industry leaders. Say hello to what might be two of the safest Warren Buffett stocks investors can buy in 2026 -- two holdings that the now-former Berkshire chairman bought many years ago.

Image source: Getty Images.

Representing a combined 1.5% of Berkshire's portfolio As of Feb. 4, Berkshire Hathaway owns $2.7 billion worth of Visa (V +0.74%) shares and $2.2 billion worth of Mastercard (MA 0.57%) shares. Combined, these two positions make up 1.5% of the portfolio. While that's a very small percentage in the grand scheme of things, investors shouldn't let that take away from how dominant these businesses are in their industry.

Visa and Mastercard both benefit from a powerful network effect. Billions of their cards are in use around the world. And they are accepted at more than 150 million merchant locations. With more cards and more places to shop, the value proposition of the platform improves for all stakeholders. Replicating this setup would be a daunting task.

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Despite all the innovation that's been happening in payments, specifically with new offerings from fintech enterprises, as well as stablecoins, Visa and Mastercard keep reporting strong financial results. In the past 10 years, they have both registered double-digit revenue and diluted earnings-per-share growth on an annualized basis.

The supreme competitive positions that these companies have built are almost impossible to disrupt. This gives investors peace of mind, allowing shareholders to sleep well at night. And that's precisely what makes Visa and Mastercard safe stocks to hold in your portfolio.

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548.74

Safe doesn't guarantee market outperformance Based on total returns, Visa and Mastercard have both outperformed the S&P 500 index in the past decade. But they have lagged the benchmark over the last five years. Perhaps this is indicative of what's to come.

Because of how durable their growth prospects are, riding the adoption wave of cashless transactions that still has a lot of room to run, these companies are sure to be generating much higher revenue and profits in the future. Investors just shouldn't expect that market-beating gains are a certainty.

The valuations have come down in the past 12 months. They're still not cheap, though. Visa's price-to-earnings ratio of 30.9 is slightly lower than Mastercard's multiple of 32.9. But there's no doubt that investors should have their eyes on these stocks, even though they aren't going to produce outsize returns. They can still provide a solid foundation to a portfolio.

American Express is an advertising partner of Motley Fool Money. Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple, Berkshire Hathaway, Mastercard, and Visa. The Motley Fool has a disclosure policy.

The memory chip boom is driving impressive growth for this semiconductor company.

Semiconductor stocks have got off to an impressive start in 2026, as is evident from the 12.5% gains clocked by the PHLX Semiconductor Sector index as of this writing. Not surprisingly, many companies in this sector have already delivered healthy gains to investors this year.

Micron Technology (MU +3.08%) and Sandisk are the leading names in this sector, jumping 47% and 193%, respectively, so far in 2026. The two companies have benefited from strong demand for memory chips used in artificial intelligence (AI) data centers and edge devices, such as smartphones and personal computers (PCs).

However, another semiconductor stock has been crushing the broader industry in 2026 -- Lam Research (LRCX +8.30%) -- thanks to the memory boom. Let's see why that has been the case.

Image source: Getty Images.

Lam Research is a vital player in the global memory market Lam Research supplies wafer fabrication equipment (WFE) to foundries and chipmakers across the globe. Though the company gets 59% of its revenue from selling foundry equipment used for manufacturing chips designed by the likes of Nvidia, Qualcomm, Apple, and others, just over a third of its revenue comes from selling memory manufacturing equipment.

The memory equipment sold by Lam Research is used for manufacturing dynamic random access memory (DRAM) -- used for transmitting huge data sets at high speeds to support processing tasks -- and NAND flash memory that's used for storing massive amounts of data. Micron and Sandisk are the key players in these segments, and both companies report that there isn't enough supply to meet the huge demand for memory chips.

Micron, for instance, sold out its capacity of high-bandwidth memory (HBM) chips used in AI chips for 2026 before the year began. As a result, it is poised to increase its capital expenditure by 45% in the current fiscal year to $20 billion, though don't be surprised to see that number rise further as the memory shortage is anticipated to persist through 2028.

Similarly, Sandisk pointed out during its recent earnings call that demand for NAND flash storage products is exceeding supply. As Sandisk, Micron, and others rush to fill the shortage, Lam stands to benefit. This is why Lam's revenue increased by 22% year over year in the second quarter of fiscal 2026 (which ended on Dec. 28, 2025) to $5.34 billion.

Today's Change

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17.70

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231.01

Lam's non-GAAP (adjusted) earnings increased by almost 40% year over year to $1.27 per share. The good news for investors is that Lam anticipates its healthy growth to continue, which could help the stock sustain its market-beating run.

The stock could keep crushing the market Lam stock appreciated 34% in 2026, and the company's guidance suggests that the rally is sustainable. Lam anticipates a 21% year-over-year increase in revenue in the current quarter, along with a 30% jump in adjusted earnings. But as the memory shortage isn't showing any signs of slowing down for the next three years, it could do better than that.

The company noted on its January earnings call that it expects 2026 wafer fabrication equipment spending to hit $135 billion, up 23% from last year. However, management indicated that the supply constraints across the broader semiconductor industry may lead to higher spending. This could set this tech stock up for stronger-than-expected growth in 2026, paving the way for more upside following an impressive start to the year.

Harsh Chauhan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple, Lam Research, Micron Technology, Nvidia, and Qualcomm. The Motley Fool has a disclosure policy.

E.l.f. shares made a sudden reversal after big gains.

After opening up with big gains following the announcement of its fiscal third-quarter results, e.l.f. Beauty (ELF +6.80%) did a complete 180 to trade decisively lower.

However, this surprising reversal after outstanding results and increased guidance looks like a golden opportunity to buy the stock.

Image source: Getty Images.

Sales jump For its fiscal Q3, ended Dec. 31, e.l.f. Beauty sales soared 38% year over year to $489.5 million, easily topping the analyst consensus of $460 million, as compiled by LSEG.

Adjusted earnings per share (EPS), meanwhile, surged 68% from $0.74 to $1.24, besting the $0.72 analyst consensus. Adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) jumped 79% to $123 million.

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5.23

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$

82.09

Organic growth, excluding its acquisition of Rhode, rose 2%. However, total consumption climbed 6%, including 8% in the U.S. Meanwhile, its namesake brand took 130 basis points of share in the mass cosmetics market in the quarter. Rhode contributed $128 million in revenue in the quarter, bolstered by its launch at Sephora, which is owned by LVMH.

U.S. revenue rose by 36%, while international revenue climbed 44%. However, it said it was seeing weak consumption in the U.K., while noting it also lapped its launch into the German market through Rossmann stores.

Looking ahead, e.l.f. raised its full-year fiscal 2026 guidance, with sales now expected to increase 22% to 33%, up from a prior expectation of 18% to 20% growth. Below is its updated outlook.

Metric

Prior Fiscal 2025 Outlook

Updated Fiscal 2025 Outlook

Net sales

$1.55 billion to $1.57 billion

$1.6 billion to $1.612 billion

Adjusted EBITDA

$302 million to $306 million

$323 million to $326 million

Adjusted EPS

$2.80 to $2.85

$3.05 to $3.10

Data source: e.l.f. Beauty.

The company credited its improved outlook largely to Rhode, which it now expects to contribute $260 million to $265 million in revenue, up from initial expectations of $200 million.

E.l.f. is currently looking to launch Rhode in both Australia and New Zealand. It will also introduce its Naturium brand into Walmart in the U.S. this spring. Its namesake e.l.f. brand is also set to get more shelf space at Ulta Beauty this spring and launch at DM in Germany. Meanwhile, the company said that if tariffs remain where they are at 45%, it could be a tailwind in fiscal 2027.

Time to buy the dip The intraday reversal in e.l.f. is a head-scratcher, as the company turned in excellent results that blew past estimates. Meanwhile, the company's Rhode opportunity is still in the early innings of playing out, as it has a clear runway to expand Rhode's product assortment and increase its distribution to drive growth.

With e.l.f. trading at a forward price-to-earnings ratio (P/E) of 22 times based on next fiscal year's earnings estimates and a price/earnings-to-growth (PEG) ratio) of just 0.4 (with a PEG under 1 usually considered undervalued), this is an undervalued growth stock to buy on this dip.

Investors don't have to stick to just one company if they want exposure to the future of video entertainment.

Netflix's jaw-dropping success sparked the streaming movement. And now, the industry is crowded with numerous players all jockeying for viewership in the attention economy.

There's one well-known Netflix rival, which itself has long been a juggernaut in the media and entertainment industry, that is posting skyrocketing streaming profits. And the stock is down 48% from its peak (as of Feb. 5).

Is this a bargain opportunity that's ready for a bull run?

Image source: Walt Disney.

Better late than never It's crazy to think that Netflix launched its streaming service all the way back in 2007. It wasn't until the end of 2019 that Walt Disney (DIS +3.55%) stepped into the ring. In November of that year, Disney+ hit the market.

It was a rough start. In fiscal 2020 and fiscal 2021, Disney's direct-to-consumer (DTC) streaming operations, which also included Hulu and ESPN+, reported a cumulative operating loss of $4.6 billion. Investors became skeptical about the segment's long-term viability.

The company quickly scaled up its subscriber base, though, thanks in large part to its unmatched intellectual property from the likes of Pixar, Star Wars, and Marvel, all of which have global appeal. The DTC division's operating profit totaled $1.3 billion in fiscal 2025 (ended Sept. 27, 2025). It is expected to be $500 million in the current quarter (Q2 2026), or about $200 million higher than the year-ago period. Tactical pricing actions and expense discipline certainly helped.

Disney has an advantage in the competitive streaming market. With Disney+, Hulu (now fully owned), and ESPN all under the House of Mouse umbrella, the company has content that can satisfy any member of a household. That's why bundling has been such a strategic priority for the management team, as it can reduce churn.

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$

108.70

Is there significant upside? The market has had a tough time digesting Disney's transition from a cable-TV business to one that's leaning into streaming. And this could be part of the reason why the stock has lost nearly half its value since March 2021.

But the valuation is hard to ignore now. The market is offering the stock to investors at a forward price-to-earnings ratio of 16.2. This is a discount to the 22.2 multiple of the S&P 500 (^GSPC +1.97%).

Disney's leadership team expects double-digit adjusted earnings per share growth this fiscal year. If that pace continues in fiscal 2027 and beyond, with streaming profits providing a lift as it evolved from sizable losses to significant income, the stock could go on a bull run.

Sandisk and Micron have a ton of momentum right now.

We're in a momentum market in the tech sector. Stocks that have positive momentum continue to climb, while segments of the market that are struggling, like software-as-a-service (SaaS) stocks, continue a downward spiral. As such, the smart move appears to be to buy the stocks that have momentum, and there is no hotter place in the tech sector than the memory market.

Let's look at two memory stocks to buy right now.

Image source: Getty Images.

Sandisk: No flash in the pan Sandisk (SNDK +3.85%) is a maker of NAND (flash memory). The company just recently returned to the market after being spun off from Western Digital back in February 2025. Meanwhile, since the start of the new year, the stock has been on fire.

The reason for Sandisk's hot stock is simple. NAND flash is in short supply, and the artificial intelligence (AI) buildout is only increasing demand, given the need for massive, high-performance solid-state drives (SSDs) that use flash memory. However, after NAND prices crashed just a few years ago and companies redirected their resources toward DRAM (dynamic random access memory) and, in particular, high-bandwidth memory (HBM), most big memory makers have been reluctant to push NAND production.

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22.21

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598.41

As such, this has become an ideal environment for Sandisk, which is the only pure-play publicly traded U.S. flash memory maker. The current environment is causing its revenue to soar and gross margins to expand rapidly. While the company is increasing capacity, expect the NAND market to remain tight for the foreseeable future, with pricing being the main driver of the company's growth.

Micron Technology: An HBM leader NAND flash isn't the only memory market seeing strong price increases, with the DRAM market also seeing prices spike due to a dearth of supply. One of the best companies to play this dynamic is Micron Technology (MU +3.17%), which derives around 80% of its revenue from DRAM and the rest mostly from NAND.

Today's Change

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3.17

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12.13

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$

395.02

Micron is benefiting from surging demand for HBM, which is needed for graphics processing units (GPUs) and other AI chips to perform their best. The company sees HBM demand growing at a 40% annual clip over the next few years, and it is working to try to increase capacity to meet this growing demand. However, manufacturing HBM is much more complex, requiring upwards of three times the wafer capacity as regular DRAM, which is causing a DRAM industry shortage and pushing up prices.

Similar to Sandisk, Micron is seeing its revenue soar and gross margins balloon. Given the rapid growth of AI infrastructure, Micron remains extremely well positioned to keep benefiting from this current super-cycle for years to come.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

NEW YORK, Feb. 08, 2026 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Integer Holdings Corporation (NYSE: ITGR) between July 25, 2024 and October 22, 2025, both dates inclusive (the “Class Period”), of the important February 9, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Integer common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Integer class action, go to https://rosenlegal.com/submit-form/?case_id=49170 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than February 9, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, defendants made materially false and/or misleading statements and/or failed to disclose that: (1) Integer materially overstated its competitive position within the growing electrophysiology (“EP”) manufacturing market; (2) despite Integer’s claims of strong visibility into customer demand, Integer was experiencing a sustained deterioration in sales relating to two of its EP devices; (3) in turn, Integer mischaracterized its EP devices as a long-term growth driver for its cardio and vascular (“C&V”) segment; (4) as a result of the above, defendants’ positive statements about Integer’s business, and operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Integer class action, go to https://rosenlegal.com/submit-form/?case_id=49170 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

Contact Information:

        Laurence Rosen, Esq.
        Phillip Kim, Esq.
        The Rosen Law Firm, P.A.
        275 Madison Avenue, 40th Floor
        New York, NY 10016
        Tel: (212) 686-1060
        Toll Free: (866) 767-3653
        Fax: (212) 202-3827
        [email protected]
        www.rosenlegal.com

This nuclear energy ETF isn't grabbing many headlines, but it's beating its rivals, cementing its hidden gem status.

Proud Gen Xers (I'm one) and our parents remember a time when nuclear energy was, well, radioactive. The Cold War and the Chernobyl disaster, among other factors, fostered negative perspectives about atomic power.

Times change, and investors need to roll with those punches or risk missing out on potential gains. These days, the phrase "nuclear renaissance" is arguably overused. Still, it rings true because nuclear is not only considered clean energy, but it's also a key ingredient in the foundation of the artificial intelligence (AI) boom.

Image source: Getty Images.

Leave it to the always-inventive exchange-traded funds (ETFs) industry to bring nuclear energy investing to the masses. Today, there are nearly 10 dedicated nuclear or uranium miner ETFs on the market, one of which is the Range Nuclear Renaissance Index ETF (NUKZ +5.03%).

Apt ticker, significant returns From a marketing standpoint, this ETF got things right with a memorable ticker, but there's much more to the story. After all, a cute ticker doesn't explain why an ETF that's barely more than 2 years old has more than $808 million in assets under management (AUM).

To be sure, that's an impressive tally, especially given that it isn't an ETF tied to a behemoth issuer. Fortunately, the Range ETF is rewarding investors' faith as it has easily outpaced several of its more popular rivals.

NUKZ data by YCharts

Knowing that an ETF is outperforming its peers is only half the battle. Understanding how and why that upside is being generated is even more critical. In the case of the Range ETF, it's an index fund, so active management isn't the explanation, but the composition of the Range Nuclear Renaissance index sheds some light on why this ETF is delivering the goods for investors.

This ETF's advantages shine through at the sector level. While the fund is significantly overweight on energy stocks (13.20%) relative to the category average (2.14%), it has accrued significant benefit from its nearly 55% weight to industrial stocks, which is more than double the category average.

Looked at another way, this fund isn't as commodities-intensive as some investors might expect, but instead derives upside from some surprising names. For example, GE Vernova (GEV +5.67%) and Lockheed Martin (LMT +2.28%) probably aren't the names many investors would expect to see among the top five holdings in a nuclear ETF, but they make the cut for the Range ETF, and that's been positive for this fund's owners.

NYSEMKT: NUKZExchange Traded Concepts Trust - Range Nuclear Renaissance Index ETF

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3.36

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$

70.15

Geographic diversification, defensive posture This ETF has other perks worth highlighting. For example, it's a global fund, as more than a third of its 45 holdings are shares of companies based outside the U.S. That may be a selling point for investors who want to maintain some domestic exposure while capitalizing on upside from ex-U.S. companies.

Then there's the fund's, albeit moderate, defensive positioning, with an almost-28% allocation to the utilities sector. Not only is that more than double what's found in competing funds, but that overweight to utilities could provide investors with some protection if the recent technology sell-off extends.

If there's a rub with the nuclear ETF, it's that 0.85% expense ratio. In ETF terms, that's not cheap, but if the atomic renaissance proves to be in its early innings, this ETF may be worth paying up for in the long run.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in BDN over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Azure is the star of Microsoft's report.

Microsoft (MSFT +2.00%) hasn't had a great start to 2026. Its stock recently was down 11% for the year, with the bulk of that fall coming after its second-quarter fiscal year 2026 earnings report, when it declined 10% in a single day.

This decline will make it difficult to outperform the market in 2026, as the stock doesn't get the benefit of starting at its current low price tag. It must make up the ground it has lost. The S&P 500 (^GSPC +1.97%) is up a mere 1%, so it doesn't have a ton to make up. Still, it won't be easy for Microsoft.

However, I think there's one clear reason why Microsoft can still outperform the market in 2026, and it all revolves around Azure.

Image source: Getty Images.

Cloud computing is the key to AI Azure is Microsoft's cloud computing division. Cloud computing plays a huge role in AI, as upstarts and developers cannot afford to build a massive data center filled with the necessary computing equipment to train and run an AI model properly. Instead, big tech companies like Microsoft are building excess computing capacity, then renting it to their clients. As long as Microsoft can build the data centers, buy the expensive computing units, and then operate them for less than what they charge, it's a huge opportunity for Microsoft.

Unfortunately, we don't know what the economics of Azure's business are, because Microsoft doesn't individually break out its profits by division. However, two of Azure's competitors, Amazon Web Services (AWS) and Alphabet's Google Cloud, do. During the first quarter, AWS delivered a 35% operating margin. Google Cloud's operating margins were 24% during the same period.

So I think it's safe to assume that Azure's operating margins are likely within 25% to 35%. Compared to Microsoft's overall operating margin of around 47%, this means that Azure could be a drag.

MSFT Operating Margin (TTM) data by YCharts.

However, Azure's operating margin may be better than its peers'. There's just no way to be certain. Regardless, Azure is Microsoft's fastest-growing segment, increasing its revenue at a 39% pace during Q2 (ended Dec. 31, 2025). Management also noted that Azure's growth rate could have been faster if it had used the computing capacity that came online during Q1 and Q2 for external use rather than internal.

Microsoft's overall growth rate for Q2 was 17%. The next-fastest-growing segment was Microsoft 365 Consumer Cloud at 29% growth. Clearly, cloud computing is leading the way for Microsoft, and I think it will continue to do so for many years. Microsoft can still rise to outperform the broader market, and if it does, it will be because of its cloud computing platform.

Keithen Drury has positions in Alphabet, Amazon, and Microsoft. The Motley Fool has positions in and recommends Alphabet, Amazon, and Microsoft. The Motley Fool has a disclosure policy.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of BAM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling shares, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Broadcom is the least-well-known trillion-dollar company.

If you asked the average investor to name the top 10 largest companies by market cap or every $1 trillion company, they probably could do fairly well. However, I can nearly guarantee that the majority of investors would leave one company off the list: Broadcom (AVGO +7.22%). Broadcom isn't as well-known as some of the other household names at this threshold, and that makes it fly a bit under the radar, even if it's worth $1.5 trillion.

Over the next two years, Broadcom has a ton of growth in the pipeline that could push it from an obscure stock to one of the more well-known ones, similar to how Nvidia rose from niche knowledge to kitchen table talk. This rise in fame would also coincide with stock price appreciation, making Broadcom a fantastic option to consider buying now.

Image source: Getty Images.

Broadcom is Nvidia's only real challenger Nvidia has dominated the AI computing market and has secured a massive market share. However, its clients are constantly looking for ways to replace Nvidia's graphics processing units (GPUs), because they're so expensive.

Broadcom is trying to steal some of that market share by partnering directly with AI hyperscalers and designing custom AI chips suited for their needs. These chips are set up to run one function, so they aren't as flexible as a GPU. However, companies can buy more ASICs (application-specific integrated circuits) for their dollar than they can Nvidia GPUs, which leads to a more cost-effective solution.

The chipmaker already has several large clients using its chips, most notably Google with its Tensor Processing Unit. However, there are several other AI hyperscalers that are in the process of finishing their designs and purchasing chips throughout 2026 and 2027. This will lead to impressive growth, challenging Nvidia at the top of the computing food chain.

Today's Change

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22.41

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332.92

For the first quarter, Broadcom expects its AI semiconductor revenue to double year over year. That's the fastest growth rate from any company in the AI computing space, showcasing Broadcom's ability to take market share. However, Broadcom is more than just a custom AI chip company. It has several other business units that aren't growing nearly as fast, which drags down Broadcom's overall growth rate.

Still, Wall Street analysts project 52% revenue growth companywide in fiscal year 2026, even with AI semiconductor revenue making up less than half of its current total. FY 2027 is also strong, with 39% revenue growth expected. That growth will vault Broadcom up the company rankings, allowing it to potentially reach the exclusive $3 trillion market cap club by the end of 2027.

That would result in the stock doubling in two years, making it a clear, no-brainer buy right now.

Luckin Coffee shas opened a premium flagship and is thought to be considering a bif for Costa Coffee. Photographer: Christian Monterrosa/Bloomberg

© 2025 Bloomberg Finance LP

Luckin Coffee is taking a direct swipe at Starbucks’ premium ambitions with the opening of a flagship store in Shenzhen, China that pushes the fast-growing chain beyond its roots as a seller of cut-price coffee.

It is also being linked with a possible bid for Coca Cola-owned U.K. coffee chain Costa Coffee.

The two-storey Origin Flagship, on the border with Hong Kong, offers pour-over and cold brew coffees alongside more elaborate drinks such as a tiramisu latte topped with a pastry.

Prices are higher than Luckin Coffee’s usual cut-price $1–$2 Americanos and lattes, for which it has built its reputation, and there have been wating times reported of up to three hours since the soft launch on January 20.

The move marks Luckin’s most obvious attempt yet to move in on territory long dominated by Seattle-based Starbucks, which has used its Reserve Roasteries to help define the idea of coffee as a premium experience in China.

Starbucks chose Shanghai in 2017 for only the second Reserve Roastery it opened, after hometown Seattle, betting early that China’s famously tea-drinking consumers would trade up. That bet is now under strain as competition intensifies from domestic chains such as Manner and Cotti, which often sell drinks at half Starbucks’ prices, as well as from Luckin’s relentless expansion.

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Luckin Coffee Stores GrowthLuckin overtook Starbucks by store count in China several years ago on the back of its app-driven, kiosk-heavy model, and the Shenzhen opening, billed as its 30,000th store, underlines how far it has come since an accounting scandal in 2020 forced it to delist from the Nasdaq.

The company reported revenue of $1.55 billion for the three months to the end of September 2025, up nearly 48% year-on-year, driven largely by its self-operated stores, which make up the bulk of its Chinese footprint. By contrast, Starbucks has just over 8,000 stores in China, compared with about 16,900 in the U.S. market.

Starbucks’ response has been to retreat from full control. It is expected to complete a deal this spring to sell 60% of its Chinese business to Boyu Capital, valuing the operation at $13 billion including future licensing fees, while retaining a 40% stake. Comparable same-store sales in China have improved but remain modest, highlighting the difficulty of defending margins in an increasingly crowded market.

Luckin Coffee is diversifying from its cut price coffee offer.

getty

Luckin’s resurgence has been helped by aggressive marketing tie-ups, from premium spirits brand Moutai to popular cartoons and video games, and by its ability to funnel customers through its smartphone app rather than traditional counter service.

The strategy has allowed it to build a large pool of loyal users and to move quickly into new formats as consumer tastes evolve. Luckin is also rumored to exploring bolder inorganic growth, including a possible bid for U.K.-headquartered coffee chain Costa Coffee.

Luckin Coffee Brews Costa Coffee DealCenturium Capital, the Chinese private equity firm behind Luckin Coffee, is understood to be exploring a potential bid for the cafe chain currently being sold by owner Coca-Cola, which acquired Costa Coffee in 2019, with discussions believed to be at an early stage.

The potential sale has drawn interest from several buyout firms and strategic investors, with indicative offers valuing Costa Coffee at around $1.3 billion, although last month it appeared Coca Cola had decided to withdraw from any sale of the chain.

A deal would mark Centurium’s first major European investment and expand its exposure to the global coffee market.

Behind the scenes, investors are also said to be pushing for change and greater operational influence as the company considers a possible U.S. relisting, hinted at last year by chief executive Guo Jinyi.

Some bankers say a deeper hand from financial sponsors could help impose the discipline needed for international expansion, even as Luckin Coffee presses ahead with opening stores overseas, including a growing cluster in New York and a sizeable presence in Singapore and Malaysia.

The semiconductor industry will remain at the center of some of the most valuable technological revolutions.

Without advanced chips, networking equipment, and other hardware, we wouldn't have computers, smartphones, cloud computing, or artificial intelligence (AI). Plus, emerging innovations like quantum computing, robotics, and self-driving vehicles would remain nothing more than science fiction.

History suggests investing in the semiconductor industry tends to yield significant rewards over the long term. The iShares Semiconductor ETF (SOXX +5.34%) is an exchange-traded fund (ETF) that holds 30 of the world's most dominant semiconductor stocks, and it has delivered a return of 1,150% over the last decade. That was four times higher than the return in the S&P 500 over the same period.

SOXX data by YCharts.

Micron Technology (MU +3.17%), Advanced Micro Devices (AMD +8.32%), and Nvidia (NVDA +7.87%) are among the largest holdings in the iShares ETF, and they have made significant contributions to its historical returns. Looking ahead, here's how they can help the fund turn a consistent investment of $500 per month into $1 million over the long run.

Image source: Getty Images.

Nvidia, AMD, and Micron have experienced blistering growth The iShares Semiconductor ETF invests exclusively in U.S.-listed companies that design, manufacture, and distribute chips and components, with a special focus on those supplying the AI boom. As a result, it doesn't offer much in the way of diversification, so investors should buy it only as part of a diversified portfolio of other ETFs and individual stocks.

As I touched on earlier, Micron, AMD, and Nvidia are the three largest holdings in the ETF, accounting for 23.6% of the value of its entire portfolio on their own:

Stock

iShares ETF Portfolio Weighting

1. Micron Technology

8.82%

2. Advanced Micro Devices 

7.43%

3. Nvidia

7.37%

Data source: iShares. Portfolio weightings are accurate as of Jan. 30, 2026, and are subject to change.

Micron supplies high-bandwidth memory chips for use in a data center, and Nvidia and AMD have embedded the semiconductors in their latest graphics processing units (GPUs, the primary chips used in AI development). The company is also experiencing a surge in demand for memory and storage chips for personal computers and smartphones, where AI workloads are gradually migrating.

Nvidia's GPUs remain the top choice among AI developers, because they deliver best-in-class performance. But AMD will launch a new data center rack this year called Helios, which will be fitted with its latest MI450 GPUs, and it's expected to help the company close the gap to Nvidia.

These three companies are a big reason the iShares ETF consistently produces market-beating returns. Over the last 10 years, the worst performer of the group is Micron, which still soared by a staggering 3,690% -- or a multiple of almost 37 times:

NVDA data by YCharts.

I also want to mention a couple of other powerhouses that could make meaningful contributions to the future returns of the iShares ETF:

Broadcom: Its AI accelerators (data center chips) have become popular alternatives to GPUs because they can be fully customized to suit specific workloads. The company also supplies some of the best networking equipment for regulating how fast data travels between chips and devices in AI applications. Taiwan Semiconductor Manufacturing: This is the largest semiconductor fabrication company in the world. It manufactures around 90% of all advanced chips across the entire industry, including those designed by Nvidia and AMD. Turning $500 per month into $1 million The iShares Semiconductor ETF has delivered a compound annual return of 12.2% since its inception in 2001, and an accelerated annual return of 27.3% over the last decade specifically, thanks to soaring demand for chips from cloud providers and AI developers.

Here's how long it might take the iShares ETF to turn a consistent investment of $500 per month into $1 million, based on three different average annual returns:

Monthly Investment

Compound Annual Return

Time To Reach $1 Million

Total Deposits

$500

12.2%

25 years and 2 months

$151,500

$500

19.7% (midpoint)

18 years

$108,500

$500

27.3%

14 years and 2 months

$85,500

Calculations by author.

It isn't realistic to expect this ETF (or any fund) to deliver a blistering annual return of over 27% forever, because the law of large numbers eventually leads to some crazy math. For example, Nvidia is a $4.6 trillion company as I write this, but it would be worth $51 trillion a decade from now if it grew by 27.3% per year. For some perspective, the output of the entire U.S. economy was just $30.6 trillion in 2025.

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Current Price

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But per the table above, the iShares Semiconductor ETF could turn $500 a month into $1 million in 25 years even if its annual return reverted back to its more modest long-term average of 12.2%.

With that said, I think the ETF could deliver accelerated returns for at least the next few years based purely on the incredible demand for chips for AI. According to Nvidia CEO Jensen Huang, data center operators could be spending $4 trillion annually on AI infrastructure by 2030, which is a huge opportunity for his company, but also other market leaders like AMD and Micron.

Even when the AI build-out eventually slows down, I think newer innovations like quantum computing, robotics, and autonomous vehicles will pick up the slack. Each of those technologies will require a substantial amount of computing power, taking semiconductor demand to new heights.

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Wall Street sees another busy week of earnings and economic data ahead, but traders will also be keeping a close eye on crypto action after the huge risk-off move.

On the economic front, retail sales figures for December hit Tuesday, while the January jobs report, delayed due to the partial government shutdown, arrives Wednesday. The delayed January CPI hits Friday.

Another 78 S&P 500 (SP500) companies will report, including three Dow Industrials (DJI) components: Coca-Cola (KO), McDonald's (MCD), and Cisco (CSCO). The Dow topped 50K for the first time last week.

Other earnings of note: ON Semiconductor (ON), Ford (F), AstraZeneca (AZN), and Applied Materials (AMAT).

Earnings spotlight: Monday, February 9: ON Semiconductor and Loews (L). See the full earnings calendar.

Earnings spotlight: Tuesday, February 10: Coca-Cola, AstraZeneca, Gilead (GILD), Ford. See the full earnings calendar.

Earnings spotlight: Wednesday, February 11: McDonald's, Cisco, T-Mobile US (TMUS), TotalEnergies SE (TTE). See the full earnings calendar.

Earnings spotlight: Thursday, February 12: Applied Materials, British American Tobacco (BTI). See the full earnings calendar.

The Dividend Freedom Tribe is a dividend investing service led by a father-and-son team—Robert & Sam Kovacs—who are focused on helping everyday investors build sustainable income. Through disciplined valuation, model portfolios, and actionable research, the group emphasizes long-term wealth creation and financial independence.

Here are their latest ideas:

(Free article) The article argues that 2026 could mark a turning point for small-cap stocks as several supportive macro conditions align. Early market performance shows smaller companies outperforming larger peers. A steepening yield curve, now at its strongest level since 2022, historically signals improving growth and easier financial conditions, both of which tend to benefit small caps. Credit markets are also favorable, with tight spreads and low default expectations reducing borrowing costs for smaller firms. At the same time, small-cap valuations sit at a historic discount relative to large caps, echoing periods that preceded past outperformance. With healthier corporate balance sheets and improving liquidity, the setup suggests selective exposure to profitable, high-quality small caps may offer attractive opportunities in 2026.

(Free Article) The article outlines common investing mistakes that cost retail investors money and argues that avoiding bad decisions is often as important as making good ones. The first blunder is blindly chasing high yields without understanding the underlying risks, which can lead to capital destruction. The second is over-relying on dividend history as proof of safety, since even long-standing dividends can be cut when fundamentals weaken. Third is holding losing positions out of hope rather than logic, instead of reallocating to better opportunities. The fourth mistake is failing to diversify, leaving portfolios exposed to a few bad picks. Finally, investors may be too reluctant to invest in research or guidance. The author concludes that disciplined risk management and avoiding rookie errors are key to long-term success.

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What SA Analysts Are Watching Jobs Report

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CPI

Four Things To Consider

Full Effects Of Tariffs Showing Up

Earnings Previews:

Ford (F): Focus On Cycles

Palo Alto Networks (PANW): Remain Cautious

BP (BP): Profitability Of The New Focus

In case you missed it

Amid declines over the last 12 months, Costco stock is rising again.

Costco Wholesale (COST +1.20%) lost value over the last 12 months, so it might surprise investors to see that the stock has risen 15% since the beginning of the year.

The increase is likely not news-driven. Retail stocks such as Walmart and Target have risen in similar proportions, and the company's earnings for the second quarter of fiscal 2026 do not come out until March 5.

Does this increase mean investors should buy Costco stock? Let's take a closer look.

Image source: Getty Images.

What drives Costco's stock Costco has long been a popular choice for customers and investors alike. It maintains a membership renewal rate of around 92%, an indicator of its consistently loyal following.

On the investor side, it was a longtime holding in Berkshire Hathaway's when Warren Buffett oversaw its investments, and Buffett partner Charlie Munger sat on Costco's board until his passing in 2023.

Today's Change

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1001.16

Moreover, even though Costco does not grow rapidly, its revenue rose by 6% in the first quarter of fiscal 2026 (ended Nov. 23, 2025), and its $2.0 billion in net income for that quarter surged 11% higher. That was close to its fiscal 2025 results, when revenue increased by 8%, and its $8.1 billion profit was 10% above year-ago levels.

Additionally, Costco's warehouses have succeeded in one key area where most competitors have failed -- international expansion. Costco's approach has resonated both in Europe and Asia, markets where Walmart had little success with brick-and-mortar stores. That has given Costco a much larger addressable market.

The problem with Costco is its success itself, and it may be too late to buy. Amid the recent rise in the stock price, its P/E ratio is now 52, a level far surpassing Walmart, Target, and even Amazon. Unfortunately, with profits rising in the low double-digits, its growth likely does not justify its valuation.

COST PE Ratio data by YCharts

Furthermore, Berkshire Hathaway closed its Costco position in 2020, in part for this reason. Although Buffett later said that it was "probably a mistake," the valuation has risen since that time, making it more of a concern.

Stand pat on Costco stock Although long-term investors have good reason to hold Costco stock, investors should not add shares at this time. Indeed, Costco is a high-quality company, and its ability to continue growing its revenue and profits is unlikely to change.

Unfortunately, Costco's success is well known to investors and priced too much into the stock given its valuation. Until its earnings multiple is closer to that of its peers, this stock is probably not a buy.

Will Healy has positions in Berkshire Hathaway and Target. The Motley Fool has positions in and recommends Amazon, Berkshire Hathaway, Costco Wholesale, Target, and Walmart. The Motley Fool has a disclosure policy.

CME Group remains a Hold; shares reflect robust fundamentals but limited near-term upside at 25x forward earnings. CME posted record annual revenue and earnings, with Q4 operating margins near 67% and strong trading volumes in key segments. Recent fee hikes and product innovations provide incremental growth, but future returns hinge on sustained trading activity.

The latest earnings reports from major technology companies have revived investors' concerns about payoffs on elevated artificial intelligence (AI) spending.

While some companies failed to impress investors, others proved their ability to capitalize on solid growth opportunities offered by the ongoing AI boom.

With their expertise and in-depth analysis, top Wall Street analysts can help investors select stocks that can outperform the broader market and deliver impressive growth.

Here are three stocks favored by some of Wall Street's top pros, according to TipRanks, a platform that ranks analysts based on their past performance.

AppleiPhone maker Apple (AAPL) is this week's first pick. In a recent research note, Evercore analyst Amit Daryanani reiterated a buy rating on Apple stock with a price target of $330. TipRanks' AI Analyst is also bullish on AAPL stock, with an "outperform" rating and a price target of $289.

The five-star analyst noted that Apple's January App Store revenue rose 7% year over year. However, Daryanani pointed out that Gaming revenues fell on a year-over-year basis for a third consecutive month, with January revenues down 3%. He explained that this weakness was due to tougher year-over-year comparisons. He expects Gaming revenues to see easier comparisons through the rest of the first half of calendar year 2026.

Daryanani highlighted that despite ongoing weakness in the Gaming category, revenues from the other five categories of App Store revenue grew by double digits, led by Music (up 21%), Other (21%), Photo and Video (18%), Social Networking (11%) and Entertainment (10%).

The analyst stated that Apple continues to deliver robust growth in Services revenue despite subdued App Store data, with the December quarter seeing 14% growth compared to the App Store's 6.5% growth. Daryanani also noted that Apple's recently reported revenue and EPS (earnings per share) for the December quarter exceeded expectations, with the company delivering better-than-expected gross margin, driven by limited memory impact and robust Services growth.

"We expect AAPL to continue to benefit from faster growing areas (Apple Pay, iCloud, Licensing, etc.), helping to offset <10% growth in App Store revs," said Daryanani.

Daryanani ranks No. 160 among more than 12,000 analysts tracked by TipRanks. His ratings have been profitable 64% of the time, delivering an average return of 20.6%. See Apple Options Activity on TipRanks. 

MongoDBDatabase software provider MongoDB (MDB) is next on the list. Bank of America analyst Koji Ikeda is optimistic about the company's growth prospects. He recently reaffirmed a buy rating on MDB stock and raised his price forecast to $500 from $480. TipRanks' AI Analyst has an "outperform" rating on MongoDB stock with a price target of $380.

Commenting on concerns over whether MongoDB's Atlas revenue growth will keep accelerating, Ikeda sees the potential for continued strength. His optimism is backed by the success of the company's top-down enterprise and bottom-up product-led growth approach and an expanding product lineup for artificial intelligence (AI) and legacy app modernization. The analyst also expects MongoDB to gain from higher consumption, driven by rising enterprise workloads.

Ikeda highlighted the strengths of MongoDB database, saying it is fast, scalable and document-based, differentiating it from conventional relational databases like Oracle. The five-star analyst also noted the new features offered by the company, including vector search and application modernization capabilities, which bolster its position to win additional workloads.

While MDB stock is trading at a higher valuation compared to infrastructure software peers, Ikeda believes that a premium is justified, given the 30% Atlas growth compared to 11% for peers and MongoDB's leading position in the database market.

Ikeda ranks No. 689 among more than 12,000 analysts tracked by TipRanks. His ratings have been successful 57% of the time, delivering an average return of 11.7%. See MDB Ownership Structure on TipRanks.

Western Digital Data storage company Western Digital (WDC) recently announced better-than-expected fiscal second-quarter results and issued solid guidance. The robust demand for hard drives and flash storage amid the ongoing AI wave is boosting the company's business.

Following Western Digital's Innovation Day, Bank of America analyst Wamsi Mohan reaffirmed a buy rating on WDC stock with a price target of $345. TipRanks' AI Analyst has an "outperform" rating on Western Digital with a price target of $285.

Mohan noted that Western Digital expects the AI and cloud storage market to grow exabytes (EB), a measure of data storage, at a CAGR (compound annual growth rate) of over 25% through 2030. The five-star analyst also sees the possibility of hard disk drives (HDDs) gaining market share and accounting for more than 80% of storage in the cloud.

Additionally, Mohan emphasized Western Digital's revised long-term growth targets. Over the next three to five years, the company aims to grow its nearline exabytes at mid-20% CAGR, with overall revenue above 20% CAGR. Mohan highlighted that a favorable mix shift to higher capacity HDDs, stable pricing, and a focus on cost improvements could fuel gross margin above 50%, an operating margin of more than 40%, and EPS higher than $20.

Meanwhile, Western Digital is planning capital spending at 4% to 6% of annual revenue and a free cash flow margin of more than 30%. Overall, Mohan is bullish on WDC's prospects based on "secular growth of the HDD market," as well as further gross margin upside.

Mohan ranks No. 110 among more than 12,000 analysts tracked by TipRanks. His ratings have been successful 62% of the time, delivering an average return of 25.1%. See Western Digital Financials on TipRanks.

New York, New York--(Newsfile Corp. - February 8, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that it has filed a class action lawsuit against Ardent Health, Inc. (NYSE: ARDT) and certain of the Company's senior executives for securities fraud after a significant stock drop resulting from potential violations of the federal securities laws.

If you invested in Ardent Health, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/ardent-health-inc-class-action-lawsuit.

Investors have until March 9, 2026, to ask the Court to be appointed to lead the case. The complaint asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in Ardent Health securities. The class action is pending in the U.S. District Court for the Middle District of Tennessee. It is captioned Postiwala v. Ardent Health, Inc., et al., No. 3:26-cv-00022.

Why is Ardent Health Being Sued for Securities Fraud?

Ardent Health and its affiliates operate acute care hospitals and other healthcare facilities. A critical aspect of Ardent Health's operations is the collection of accounts receivable and the framework by which Ardent Health determines the collectability of such accounts. According to the lawsuit, Ardent Health stated that it employed an active monitoring process to determine the collectability of its accounts receivable, and that this process included "detailed reviews of historical collections" as a "primary source of information."

As alleged, in truth, Ardent Health did not primarily rely on "detailed reviews of historical collections" in determining collectability of accounts receivable, but instead "utilized a 180-day cliff at which time an account became fully reserved." This allowed Ardent Health to report higher amounts of accounts receivable during the Class Period, and delay recognizing losses on uncollectable accounts. The lawsuit alleges that Ardent Health's purported misrepresentations are a violation of the federal securities laws.

Why did Ardent Health's Stock Drop?

On November 12, 2025, after market hours, Ardent Health revealed it had completed "hindsight evaluations of historical collection trends" that resulted in a $43 million decrease in revenue for the quarter. Ardent Health also revealed that it increased its professional liability reserves by $54 million because of "adverse prior period claim developments" resulting from a set of claims between 2019 and 2022 "as well as consideration of broader industry trends."

This news caused the price of Ardent Health stock to drop $4.75 per share, or more than 33%, from a closing price of $14.05 per share on November 12, 2025, to $9.30 per share on November 13, 2025.

Click here for more information: https://www.bfalaw.com/cases/ardent-health-inc-class-action-lawsuit.

What Can You Do?

If you invested in Ardent Health, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis; there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/ardent-health-inc-class-action-lawsuit

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named "Elite Trial Lawyers" by the National Law Journal, among the top "500 Leading Plaintiff Financial Lawyers" by Lawdragon, "Titans of the Plaintiffs' Bar" by Law360 and "SuperLawyers" by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.'s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/ardent-health-inc-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/283057

Source: Bleichmar Fonti & Auld

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us

New York, New York--(Newsfile Corp. - February 8, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces that a class action lawsuit has been filed against CoreWeave, Inc. (NASDAQ: CRWV) and certain of the Company's senior executives for securities fraud after significant stock drops resulting from the potential violations of the federal securities laws.

If you invested in CoreWeave, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/coreweave-inc-class-action-lawsuit.

Investors have until March 13, 2026, to ask the Court to be appointed to lead the case. The complaint asserts claims under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 on behalf of investors in CoreWeave securities. The case is pending in the U.S. District Court for the District of New Jersey and is captioned Masaitis v. CoreWeave, Inc., et al., No. 2:26-cv-00355.

Why is CoreWeave Being Sued for Securities Fraud?

CoreWeave is an AI-focused cloud computing company that builds and operates data centers offering high-performance GPU infrastructure. CoreWeave relies on multiple partners to develop its data centers and provide the infrastructure needed for its AI computing operations, including Core Scientific, a large digital infrastructure company. On July 7, 2025, CoreWeave announced a merger agreement with Core Scientific.

During the relevant period, CoreWeave repeatedly assured investors it could capitalize on the "robust" and "unprecedented" demand for its services given its "competitive strengths," including its ability to "deploy" AI infrastructure "at massive scale" and "rapidly scale our operations."

As alleged, in truth, CoreWeave overstated its ability to meet customer demand and concealed significant construction delays at its data centers.

Why did CoreWeave's Stock Drop?

On October 30, 2025, Core Scientific announced it did not receive enough shareholder votes to approve the merger with CoreWeave and, as a result, terminated the merger agreement. This news caused the price of CoreWeave stock to drop $8.87 per share, or more than 6%, from $139.93 per share on October 29, 2025, to $131.06 per share on October 30, 2025.

Then, on November 10, 2025, CoreWeave lowered guidance for revenue, operating income, capital spending, and active power capacity for 2025 due to "temporary delays related to a third-party data center developer who is behind schedule." This news caused the price of CoreWeave stock to drop $17.22 per share, or more than 16%, from $105.61 per share on November 10, 2025, to $88.39 per share on November 11, 2025.

Finally, on December 15, 2025, The Wall Street Journal reported that the "completion date" for a "huge data-center cluster" in Denton, Texas to be leased by OpenAI, "has been pushed back several months," and that the site builder, Core Scientific, had flagged delays at the site months earlier. The Wall Street Journal also reported that Core Scientific had flagged additional delays at sites in Texas and elsewhere "since at least February." This news caused the price of CoreWeave stock to drop $2.85 per share, or more than 3%, from $72.35 per share on December 15, 2025, to $69.50 per share on December 16, 2025.

Click here for more information: https://www.bfalaw.com/cases/coreweave-inc-class-action-lawsuit.

What Can You Do?

If you invested in CoreWeave, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis, there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/coreweave-inc-class-action-lawsuit

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named "Elite Trial Lawyers" by the National Law Journal, among the top "500 Leading Plaintiff Financial Lawyers" by Lawdragon, "Titans of the Plaintiffs' Bar" by Law360 and "SuperLawyers" by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.'s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/coreweave-inc-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/283060

Source: Bleichmar Fonti & Auld

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us

New York, New York--(Newsfile Corp. - February 8, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into Hub Group Inc. (NASDAQ: HUBG) for potential violations of the federal securities laws.

If you invested in Hub Group, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/hub-group-class-action-lawsuit.

Why is Hub Group Being Investigated for Violations of the Federal Securities Laws?

Hub Group is a supply chain solutions provider that offers transportation and logistics management services. Hub Group is one of the largest freight transportation providers in North America.

BFA is investigating whether Hub Group misrepresented its purchased transportation costs and accounts payable for the first nine months of 2025.

Why did Hub Group's Stock Drop?

On February 5, 2026, after market close, Hub Group announced that it would delay the full release of its fourth quarter and full year 2025 financial results and will restate its financial statements for the first three quarters of 2025 due to an error that understated purchased transportation costs and accounts payable. Hub Group did not estimate what the financial impact would be nor did it provide a date for when it would restate its financial statements.

On this news, the price of Hub Group stock dropped over 24% during the course of trading on February 6, 2026.

Click here for more information: https://www.bfalaw.com/cases/hub-group-class-action-lawsuit.

What Can You Do?

If you invested in Hub Group, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis, there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/hub-group-class-action-lawsuit

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named "Elite Trial Lawyers" by the National Law Journal, "Litigation Stars" by Benchmark Litigation, among the top "500 Leading Plaintiff Financial Lawyers" by Lawdragon, "Titans of the Plaintiffs' Bar" by Law360 and "SuperLawyers" by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.'s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/hub-group-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/283062

Source: Bleichmar Fonti & Auld

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New York, New York--(Newsfile Corp. - February 8, 2026) - Leading securities law firm Bleichmar Fonti & Auld LLP announces an investigation into PennyMac Financial Services, Inc. (NYSE: PFSI) for potential violations of the federal securities laws.

If you invested in PennyMac, you are encouraged to obtain additional information by visiting: https://www.bfalaw.com/cases/pennymac-class-action-lawsuit.

Why is PennyMac Being Investigated for Violations of the Federal Securities Laws?

PennyMac originates and services home mortgages. Recently, PennyMac increased its capacity to originate loans to better retain borrowers seeking to refinance their mortgages-a process known as "recapture" -as interest rates declined. During the relevant period, PennyMac touted the success of its recapture efforts, representing to investors that its recapture rates were improving.

BFA is investigating whether PennyMac misrepresented its ability to recapture customers refinancing their mortgages as interest rates declined.

Why did PennyMac's Stock Drop?

On January 29, 2026, PennyMac reported disappointing 4Q 2025 financial results. During PennyMac's earnings call held the same day, PennyMac senior management revealed that although PennyMac had increased its origination capacity to recapture more refinance business, many competitors had also added capacity, creating a highly competitive origination environment that constrained PennyMac's ability to take advantage of refinance opportunities. This news caused the price of PennyMac stock to decline more than 37%, from $140.70 per share at the close of trading on January 29, 2026, to as low as $93.50 per share on January 30, 2026.

Click here for more information: https://www.bfalaw.com/cases/pennymac-class-action-lawsuit.

What Can You Do?

If you invested in PennyMac, you may have legal options and are encouraged to submit your information to the firm.

All representation is on a contingency fee basis, there is no cost to you. Shareholders are not responsible for any court costs or expenses of litigation. The firm will seek court approval for any potential fees and expenses.

Submit your information by visiting:

https://www.bfalaw.com/cases/pennymac-class-action-lawsuit

Why Bleichmar Fonti & Auld LLP?

BFA is a leading international law firm representing plaintiffs in securities class actions and shareholder litigation. It has been named a top plaintiff law firm by Chambers USA, The Legal 500, and ISS SCAS, and its attorneys have been named "Elite Trial Lawyers" by the National Law Journal, among the top "500 Leading Plaintiff Financial Lawyers" by Lawdragon, "Titans of the Plaintiffs' Bar" by Law360 and "SuperLawyers" by Thomson Reuters. Among its recent notable successes, BFA recovered over $900 million in value from Tesla, Inc.'s Board of Directors, as well as $420 million from Teva Pharmaceutical Ind. Ltd.

For more information about BFA and its attorneys, please visit https://www.bfalaw.com.

https://www.bfalaw.com/cases/pennymac-class-action-lawsuit

Attorney advertising. Past results do not guarantee future outcomes.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/283064

Source: Bleichmar Fonti & Auld

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