Nvidia’s chief executive says his company’s proposed twelve-figure investment into OpenAI was “never a commitment.”
“They invited us to invest up to $100 billion and of course, we were, we were very happy and honored that they invited us, but we will invest one step at a time,” Jensen Huang told reporters in Taipei on Sunday (Feb. 1), per a report from Bloomberg News.
In a letter of intent signed in September of last year, Nvidia said it planned to invest as much as $100 billion in OpenAI to help it construct data centers and other artificial intelligence (AI) infrastructure, with those data centers using Nvidia chips.
Huang’s comments came in the wake of a Wall Street Journal (WSJ) report from Friday (Jan. 30) which said the planned investment had stalled after some people within Nvidia began having doubts about the deal.
That report — which cited sources familiar with the matter — said that Huang had privately stressed that the $100 billion agreement was nonbinding, had privately criticized what he has characterized as a lack of discipline in OpenAI’s business approach and expressed worries about competition.
Per the Bloomberg report, Huang said Saturday (Jan. 31) it was “nonsense” to suggest he was unhappy with OpenAI.
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“We will invest a great deal of money,” he said. “I believe in OpenAI. The work that they do is incredible. They’re one of the most consequential companies of our time.”
The news follows another WSJ report from last week that OpenAI was accelerating plans for a potential initial public offering (IPO) that could arrive as soon as the fourth quarter.
“The push is being watched closely across the digital economy because it would test investor appetite for big-ticket AI growth stories that also require massive spending on chips and infrastructure — costs that ripple through cloud, commerce and payments,” PYMNTS wrote.
Meanwhile, recent PYMNTS Intelligence research finds that, for consumers who used a dedicated AI platform for at least one task, OpenAI’s ChatGPT leads the pack at 83%, compared to a respective 48% and 30% for users of Google’s and Microsoft’s chatbots.
The gap is noteworthy, PYMNTS wrote, as it shows where usage starts, with most users seeming to begin with a platform and stick with it, rather than testing several comparable tools.
“Because the data measures whether a consumer has used a platform at least once, it reflects exposure rather than sustained engagement,” the report added. “Still, exposure at this scale shapes behavior. In consumer software, the platform that introduces users to a category often becomes the reference point for how the category works.”
For all PYMNTS AI coverage, subscribe to the daily AI Newsletter.
2026-02-01 23:301mo ago
2026-02-01 18:221mo ago
GAUZ DEADLINE ALERT: ROSEN, NATIONAL INVESTOR COUNSEL, Encourages Gauzy Ltd. Investors to Secure Counsel Before Important February 6 Deadline in Securities Class Action - GAUZ
New York, New York--(Newsfile Corp. - February 1, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Gauzy Ltd. (NASDAQ: GAUZ) between March 11, 2025 and November 13, 2025, both dates inclusive (the "Class Period"), of the important February 6, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Gauzy securities 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 Gauzy class action, go to https://rosenlegal.com/submit-form/?case_id=48715 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 6, 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 throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (1) three of Gauzy's French subsidiaries lacked the financial means to meet their debts as they became due; (2) as a result, it was substantially likely insolvency proceedings would be commenced; (3) as a result, it was substantially likely a potential default under Gauzy's existing senior secured debt facilities would be triggered; and (4) as a result of the foregoing, defendants' positive statements about Gauzy's business, operations, and prospects were materially misleading and/or lacked a reasonable basis. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Gauzy class action, go to https://rosenlegal.com/submit-form/?case_id=48715 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.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/282235
Source: The Rosen Law Firm PA
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2026-02-01 23:301mo ago
2026-02-01 18:231mo ago
U.S. stock futures fall, along with bitcoin and oil prices
HomeMarketsU.S. & CanadaFutures MoversFutures MoversLast Updated: Feb. 1, 2026 at 6:25 p.m. ET
First Published: Feb. 1, 2026 at 6:23 p.m. ET
Ice floats along the Hudson River along the Manhattan shoreline over the weekend, following last week’s winter storm. Photo: Getty ImagesU.S. stock futures fell Sunday, after a tumultuous start to the year on Wall Street and ahead of another busy week of tech earnings.
Dow Jones Industrial Average futures YM00 were down 140 points, or 0.3%. S&P 500 futures ES00 dropped about 0.6% and Nasdaq-100 futures NQ00 slid 1%.
2026-02-01 22:301mo ago
2026-02-01 15:401mo ago
Billionaires Are Piling Into This Artificial Intelligence (AI) Stock. Here's Why.
Billionaires regularly pile more of their money into the biggest winners.
Billionaire investors eagerly load up on winning growth stocks that look ready to extend their rallies. Few stocks fit the description quite like Nvidia (NVDA 0.72%), which recently got the attention of hedge fund billionaire David Tepper, who bought more shares for Appaloosa Management. The hedge fund bought an additional 150,000 shares and now owns 1.9 million Nvidia shares. Billionaire Daniel S. Loeb also bought an extra 50,000 Nvidia shares for his Third Point fund.
Nvidia is the most well-established AI stock. Its multiyear rally has turned it into the most valuable publicly traded company, but even with that distinction, billionaire investors still want more of it. These are the reasons why Nvidia continues to outperform the broader market.
Demand for AI accelerator chips remains insatiable
Image source: Getty Images.
Investors who have followed semiconductor stocks for a while have likely heard about soaring AI chip demand plenty of times, but the story isn't close to over. Consulting giant McKinsey believes the size of the semiconductor market is underestimated and could reach $1.6 trillion by 2030. Tech giants continue to pull deeper into their budgets, suggesting that AI chipmakers like Nvidia can continue to rally.
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Nvidia earned $57 billion in the third quarter of fiscal year 2026, which ended Oct. 26, 2025, and that's actually up by 62% year over year. It's extremely hard to earn $57 billion in a single quarter, but an overlooked part of these results is how difficult it is for a company as big as Nvidia to still register a 62% growth rate.
Nvidia's guidance suggests that it will earn $65 billion in Q4, plus or minus 2%. The midpoint implies 14% sequential growth.
Nvidia's Vera Rubin platform will come out in the second half of 2026 Nvidia regularly releases new AI chips that can handle more workloads, and that big chip will come out in 2026. Vera Rubin is a platform that combines Vera CPUs and Rubin GPUs. It's far more efficient than the Nvidia Blackwell platform, which is currently the company's most successful product.
Tech leaders have been gushing over the Vera Rubin platform. Elon Musk called it "a rocket engine for AI," while Mark Zuckerberg, Satya Nadella, and Sam Altman were some of the tech CEOs who openly said Vera Rubin is a key part of their AI ambitions.
It's easy to see Nvidia continue to outperform and deliver double-digit sequential growth with that type of demand. It may continue to accelerate from current levels as well. Companies that loaded up on Blackwell will aggressively buy Rubin platform hardware as well.
The AI race is hypercompetitive, with companies throwing caution to the wind as they accumulate as many resources as possible. Humanoid robots, self-driving cars, and agentic AI are some of the high-potential, AI-powered products that can reshape industries and boost demand for Nvidia's chips. . The potential for AI to disrupt every industry makes it too potent to play it safe or wait for AI chips, energy, and other inputs to get cheaper.
SummaryThe S&P 500 closed January with a 1.4% gain, setting a positive tone for continuation despite volatile news flow.However, momentum is waning, with February historically weak and a DeMARK exhaustion signal suggesting a risk of a 10%+ drop if a reversal materializes.Market drivers include Fed leadership change, volatile cross-asset moves, and potential stabilization in the US dollar that could reduce equity tailwinds.I favor buying early dips near 6824 and selling strength above 7050, while monitoring for a failed new high and signs of a broader reversal. asbe/iStock via Getty Images
Another wild week ended with no real change for the S&P 500 (SPY). January is in the books and also saw little net movement despite chaotic news flow. This article looks at why February could
Analyst’s Disclosure: I/we have a beneficial long position in the shares of VOO 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.
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.
2026-02-01 22:301mo ago
2026-02-01 16:101mo ago
Could This Artificial Intelligence (AI) Stock Double in 2026?
AMD is excited about its growth prospects for 2026.
Finding and identifying stocks that have the potential to double in a year is no easy feat. However, from time to time, one pops up that looks like a prime candidate. One stock that has been getting some buzz lately is AMD (AMD 6.13%). AMD has for some time been relegated to a distant second place in the artificial intelligence (AI) accelerator segment, where Nvidia's (NVDA 0.72%) graphics processing units (GPUs) hold the lion's share of the market. Meanwhile, Broadcom, with its application-specific integrated circuits, is becoming a popular alternative to both of them. Its growth could relegate AMD to third place, but AMD management has other ideas.
The company believes that some of the changes it has made in its product ecosystems will help it to thrive over the next few years, and 2026 could be the start of a huge comeback. But could that be enough to drive the stock up by 100% or more this year?
Image source: Getty Images.
AMD's management sees huge upcoming growth AMD is a far more diversified chip business than Nvidia, which gets the large majority of its revenue now from data center sales. By contrast, AMD has a thriving OEM and gaming business that accounts for over 43% of revenue. It also has an embedded processor division that makes up about 10% of its business. That leaves its data center division delivering around 47% of its revenue.
Some investors may view this diversification as a positive thing. AMD is less reliant on AI-related sales than its rival, so if we're in an AI bubble and it bursts, it should experience a less pronounced slide than Nvidia. However, data centers still provide a large fraction of AMD's revenues, so it wouldn't be entirely insulated from a decline in AI infrastructure spending.
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Additionally, management is aiming to boost the share of revenue that comes from the data center segment. It believes that over the next five years, its data center division will expand at a 60% compound annual growth rate (CAGR), while its other two divisions are predicted to achieve CAGRs of 10%. If matters pan out as management forecasts, by 2031, AMD's business will look a lot more like Nvidia's than it does today. However, artificial intelligence is one of the biggest technological revolutions mankind has ever experienced, so being highly exposed to this megatrend is a smart idea.
In Q3, AMD's data center revenue rose by 22% year over year, so the company has a lot of work to do if it's going to come close to hitting a 60% CAGR. But if it can hit that target, could the stock double this year?
AMD's path to a double is murky If AMD's stock doubled from here, it would trade at about $500 per share. Should its revenue growth accelerate to the pace management is forecasting, I think that it would make sense for the market to assign it a price-to-earnings ratio of about 50. That's far lower than its current P/E ratio of 120, but that number is unusually high in part because in a recent quarter, AMD's earnings were depressed by an $800 million inventory write-down that it had to take due to Trump administration restrictions on exporting graphics processing units (GPUs) to China.
A P/E ratio of 50 on a share price of $500 would require earnings per share (EPS) of $10. Current analyst estimates for AMD for 2026 range from $5.36 to $8.02, undershooting that mark by a significant margin. However, if AMD can improve its profit margins, these estimates could prove too pessimistic.
Currently, AMD's profit margin is ridiculously low compared to Nvidia's.
NVDA Profit Margin (Quarterly) data by YCharts.
If AMD can double its profit margin, that would dramatically improve the chances of the stock doubling.
However, I'm still skeptical. AMD hasn't shown that it can compete effectively with Nvidia in the GPU space yet. If that changes, then the stock could catch fire. However, I've seen no signs of that shift. Perhaps we will when AMD reports its fourth-quarter results on Feb. 3. Depending on what that report shows, I may be an AMD believer after that, but I'm more than happy to be patient until then.
2026-02-01 22:301mo ago
2026-02-01 16:121mo ago
SJS Investment Boosts Ultra-Short Treasury Position by $6.39 Million
This ETF provides exposure to ultra-short-term U.S. Treasury bills, aiming for liquidity and minimal interest rate risk.
What happenedAccording to its SEC filing dated January 21, 2026, SJS Investment Consulting bought 84,687 shares of Vanguard Institutional Index Fund - 0-3 Months Treasury Bill ETF (VBIL +0.03%). The transaction’s estimated value is $6.39 million, based on the average closing price during the fourth quarter of 2025. The fund’s VBIL position ended the quarter with a total value of $9.07 million, up $6.38 million from the previous period.
What else to knowThis buy increased the fund’s VBIL stake to 1.15% of its 13F reportable assets under management. Top holdings after the filing:NYSEMKT:DFAC: $360.73 million (45.6% of AUM)NYSEMKT:DFIC: $65.15 million (8.2% of AUM)NYSEMKT:DUSB: $32.56 million (4.1% of AUM)NASDAQ:VCRB: $30.00 million (3.8% of AUM)NYSEMKT:DFSD: $21.18 million (2.7% of AUM)As of January 20, 2026, VBIL shares were priced at $75.56, up 3.9% over the past year; the fund’s annualized dividend yield is 3.11%. VBIL closed 0.11% below its 52-week high as of January 20, 2026. SJS Investment Consulting Inc. reported 2,087 positions and total 13F reportable AUM of $790.38 million as of December 31, 2025.
NASDAQ: VBILVanguard Institutional Index Funds - Vanguard 0-3 Month Treasury Bill ETF
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Company OverviewMetricValuePrice (as of market close 2026-01-20)$75.56Expense Ratio 0.07%Dividend Yield3.56%Company SnapshotOffers exposure to short-term U.S. Treasury bills with maturities of three months or less, primarily through a passively managed exchange-traded fund structure.Operates by tracking a market value-weighted index, employing a sampling strategy to replicate the risk and return characteristics of the underlying benchmark.Serves institutional and individual investors seeking low-cost, liquid access to high-quality government securities.Vanguard Institutional Index Fund - 0-3 Months Treasury Bill ETF provides investors with efficient access to the U.S. Treasury bill market, focusing on securities with ultra-short maturities to minimize interest rate risk and maintain high liquidity. The fund's disciplined, index-tracking approach is designed to deliver consistent returns that closely mirror its benchmark, appealing to those seeking low-cost, stable fixed income exposure. Its competitive advantage lies in its transparent structure and commitment to tracking high-quality, short-duration government debt instruments.
What this transaction means for investorsSJS Investment Consulting's move to more than double its Treasury bill position signals a defensive shift in cash management strategy. The firm, which concentrates heavily in actively managed ETFs with over $360 million in its largest equity holding, could be building up its shortest-duration holdings as a safe harbor.
VBIL holds Treasury bills maturing in one to three months, providing government-backed safety with yields that track short-term rates. The fund essentially functions as a higher-yielding alternative to money market funds, with the same zero credit risk and daily liquidity. Vanguard's rock-bottom fees and government backing have made VBIL a popular choice for advisors rotating out of riskier cash alternatives.
The fund currently yields around 3.6%, better than most savings accounts, and has pulled in billions from investors treating it as a cash alternative. VBIL works best for conservative investors who need capital preservation and quick access to funds, such as emergency reserves or money earmarked for near-term expenses. The ultra-short duration means virtually no interest rate risk, though yields will fall when the Fed cuts rates.
Sara Appino has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
2026-02-01 22:301mo ago
2026-02-01 16:251mo ago
Forget Tech Stocks: The Telehealth Stock That's Riding the AI Wave Better Than Big Tech
This company is proving that you can win in insurance with a better customer experience.
Healthcare is a sector with the potential for massive disruption due to artificial intelligence (AI). Chatbots will help organize data and tailor personalized solutions for individuals, eliminating busywork and saving costs while also providing a better health outcome. At least, that is the theory.
One stock at the forefront of AI innovation in health insurance is Oscar Health (OSCR 3.95%). The tech-forward health insurer is gaining market share in the individual market and is already deploying AI tools for members.
Here's why now is a great time to buy Oscar Health stock and ride the telehealth AI wave.
Image source: Getty Images.
Building better health insurance Unlike other insurers, Oscar Health offers complimentary telehealth services to its members, making it a table-stakes feature for healthcare in 2026.
Overall, Oscar Health has built a technology-focused health insurance platform for individual buyers of health insurance. It utilizes better working technology/mobile applications, simple interfaces, and cloud-based software to improve customer happiness and lower costs. Many people waste unnecessary time dealing with the confusing legacy health insurance industry, especially when it is an opaque plan provided by your employer.
Oscar Health is targeting people who have to (or choose to) pay for their own health insurance through the Affordable Care Act (ACA) marketplace. This allows Oscar Health to compete in a free market for individual buyers, and it has been able to gain share in a big way in the select states where it has launched over the last decade. It currently has 2 million paying members, up from just around 200,000 in 2019. That is an impressive level of market share gain that should continue as the insurer steadily goes live in new states.
Management is not resting on its laurels. It keeps pushing to build new products for customers, most recently through an AI chatbot called Oswell that is powered by OpenAI and can help members easily manage their healthcare information through Oscar's platform.
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Short-term headwinds mean a buying opportunity If Oscar Health is gaining so much market share, you might be confused as to why the stock is down over 50% since its public market debut in 2021. It is for two reasons, both of which are fixable in 2026 and beyond.
First, healthcare costs rose faster than insurers projected in 2025, which led to claims outpacing premiums and, therefore, declining profitability. Oscar Health was not immune to this, but it has simply raised prices on its plans by 28% for 2026, which is right around where the rest of the industry is.
Secondly, and more concerning, is the expiration of health insurance subsidies in 2026. These subsidies for ACA customers made it much easier for low-income people to get free health insurance, which Oscar Health benefited from. If these subsidies are not extended, Oscar Health is going to lose customers in 2026.
This is obviously not ideal, but it isn't the end of the world for the business and should be a single one-time reset for operations. More important is getting back to profitability through price increases in 2026, even at a lower customer level.
Right now, Oscar Health is not profitable, but it expects to generate at least $12 billion in revenue this year compared to a current market cap of under $4 billion. As long as the company can reprice its insurance plans properly and get back to profitability, this current market cap looks like a steal for anyone looking to buy today and hold for the long term.
2026-02-01 22:301mo ago
2026-02-01 16:291mo ago
Microsoft's historic plunge: Why the company lost $357 billion in value despite strong results
Microsoft’s stock plunge Thursday was the largest single-day dollar loss in market value in company history. (GeekWire File Photo) The “Black Monday” market crash in October 1987, when the Dow plunged more than 22%. The antitrust ruling against Microsoft in April 2000, when a federal judge declared the company a monopolist. The Surface RT writedown in July 2013, when its $900 million bet on tablets went bad. The COVID crash of March 2020, when the world shut down and the market fell off a cliff.
Now add to the list of Microsoft’s worst single-day stock plunges: the company’s better-than-expected earnings for the second quarter of fiscal 2026, last Wednesday, Jan. 28.
Microsoft’s shares fell as much as 12% in trading the day after the earnings report, before closing at $433.50, down 10%, erasing $357 billion from its market value.
It was the largest single-day dollar loss in Microsoft’s history and the seventh-largest percentage decline since the company went public in 1986. The last time Microsoft’s shares fell this much after an earnings report was that Surface RT debacle 13 years ago. The stock barely moved on Friday, leaving the massive losses intact going into the upcoming week.
On the surface, the quarter itself was strong. Revenue rose 17% to $81.3 billion. Adjusted earnings hit $4.14 per share, above the $3.91 consensus. Operating margin was 47.1%. Microsoft Cloud revenue was more than $50 billion for the first time.
“Even in these early innings, we have built an AI business that is larger than some of our biggest franchises that took decades to build,” Microsoft CEO Satya Nadella said on the earnings call.
The concerns behind the numbers So what happened? Several factors are playing out behind the scenes.
Microsoft’s Azure cloud platform grew 38% in constant currency, ahead of its own forecast. But Wall Street’s “whisper number” was 39.4%, and that miss was enough to shake the market.
Capital spending soared to $37.5 billion in the quarter, up 66% from a year ago, illustrating the size of the risk Microsoft is taking. The company is racing against Amazon, Google, and others to build data centers and buy chips to compete in AI.
Microsoft 365 Copilot, the AI assistant that the company has built into its Office apps, has 15 million paid users. That sounds like a lot until you consider that Microsoft 365 has 450 million paid seats. Copilot has reached a little more than 3% of them.
Microsoft’s outlook for the upcoming quarter didn’t help. Its forecast for the Windows and Devices business was more than $1 billion below what analysts expected, as the wave of PC upgrades sparked by Windows 10’s end of life runs its course and loses steam.
But the number that seemed to concern investors most was this: 45% of Microsoft’s $625 billion in remaining performance obligations (RPO) is tied to OpenAI.
RPO represents contracts that customers have signed but Microsoft has not yet fulfilled. It is a measure of future revenue already locked in. Microsoft’s report showed that roughly $281 billion of that backlog is committed to a single customer, a company that is still burning cash and searching for a sustainable business model.
The question is whether that investment will ultimately pay off in demand from Microsoft’s business customers, not just from OpenAI and other AI companies.
In a post before earnings, Judson Althoff, CEO of Microsoft’s commercial business, pointed to customers using AI to solve real problems: Epic generating 16 million patient record summaries a month, Land O’Lakes building an assistant that turns an 800-page crop guide into instant recommendations for farmers, Mercedes-Benz using AI agents to cut factory issue diagnosis from days to minutes.
A ‘prove it’ moment But analysts at UBS reflected the broader market skepticism, as noted by CNBC. Although Microsoft 365 commercial revenue was up 16% in the quarter, to more than $24.5 billion, that’s not because of Copilot, they said, citing their checks with customers.
“We think Microsoft needs to ‘prove’ that these are good investments,” they wrote.
Others were more optimistic. Morningstar maintained its $600 fair value estimate for Microsoft, calling results “consistent with our long-term thesis.” The stock, which closed Friday at $430, “remains one of our top picks,” analyst Dan Romanoff wrote.
William Blair analyst Jason Ader titled report “A Lot to Like” and noted that demand for AI and cloud services continues to outpace supply. The firm also pointed to accelerating enterprise adoption, observing that the number of customers with more than 35,000 Copilot seats tripled year-over-year.
Wedbush analyst Dan Ives maintained an “Outperform” rating but lowered his price target to $575. He cited friction between long-term investments and short-term investor patience.
“The Street wanted to see less cap-ex spending and faster cloud/AI monetization,” Ives wrote, “and coming out of the gates it’s the opposite.” He described 2026 as an “inflection year” for the company and called the selloff a buying opportunity.
Rick Sherlund has watched Microsoft go through these plunges before. The longtime Wall Street analyst, who started covering the company when it went public, observed in an appearance on CNBC that the market seemed to be in “a foul mood” last week.
Consumer AI tools like ChatGPT get the attention, but businesses actually pay. The real driver, Sherlund said, will be agentic AI, where software agents interact with enterprise systems and with each other, burning enormous computing cycles in the process.
In terms of demand, he said, the enterprise AI market is “really just getting started.”
Judging from the market’s mood, Microsoft is no longer getting the benefit of the doubt.
2026-02-01 22:301mo ago
2026-02-01 16:301mo ago
A Bottom-Basement Lithium Entry Point for Investor Opportunity: Elektros Inc., a Lithium Mining Company, Advances Strategic Communications
Company Retains Ludlow Consulting to Elevate Institutional-Grade Messaging, Media Relations and AI-Enabled Investor Engagement
SUNNY ISLES BEACH, FLORIDA / ACCESS Newswire / February 1, 2026 / Elektros Inc. (OTC PINK:ELEK), a hard-rock lithium mining developer with operations in Sierra Leone, today announced it has retained Ludlow Consulting as its strategic communications advisor to enhance corporate messaging, media visibility, and shareholder engagement.
For investors seeking the right opportunity and the right entry point, Elektros believes its current market positioning represents a bottom-basement discount level. The Company believes this is the type of early-stage entry that investors look back on and recognize as getting in at the right time.
The engagement is designed to support the Company's next phase of growth through the development of an integrated public relations, media relations, and investor relations framework aligned with public company best practices and compliance standards.
Under this advisory mandate, Elektros will be guided in modernizing shareholder communications through AI-enhanced investor relations solutions. This includes strategic support for retrieval-augmented generation (RAG) knowledgebase integration for virtual investor-facing communications, institutional-grade investor materials, and targeted digital outreach to mining-sector stakeholders.
Ludlow Consulting will also advise on establishing a corporate advisory board comprised of mining, critical minerals, and institutional resources expertise to support Elektros' long-term corporate positioning and execution strategy.
"In today's market, strong communications and disciplined stakeholder engagement are essential to building credibility and long-term shareholder value," said Thomas Bustamante, Founder of Ludlow Consulting. "Our mission is to help Elektros create consistent, professional messaging and a modern investor relations foundation that can scale alongside the Company's operational progress."
"We feel incredibly fortunate to be developing our lithium opportunity in Sierra Leone at a moment when demand for critical minerals is accelerating worldwide," said Shlomo Bleier, CEO of Elektros. "We have an exceptional team with boots on the ground, and we're proud of the coordination, discipline, and commitment it takes to build a special company around a resource that is becoming increasingly vital to the clean energy transition. We believe Elektros is positioned on the forefront of hard-rock lithium development, and we're grateful - and we thank God - to have the people, partners, and momentum to move forward into the next phase, including initial stockpiling efforts. This is only the beginning. We look forward to providing updates as milestones are achieved, and we are proud to have Ludlow Consulting on our team as we advance in the clean energy sector."
For more information, visit www.elektros.energy/investors.
About Elektros, Inc.
Elektros Inc. (OTC PINK:ELEK) business plan is to develop an artisanal mining operation based in Sierra Leone, Africa. This operation focuses on hard-rock lithium exploration, development, and the eventual exportation of mined material to lithium refineries in the United States. www.elektros.energy
Why Lithium Matters Now
Lithium is a critical ingredient in modern rechargeable batteries, powering electric vehicles and enabling grid-scale energy storage. As EV adoption expands and energy security becomes a central priority worldwide, access to reliable lithium supply is increasingly viewed as strategic.
Selected Industry Commentary on Lithium's Importance
Reuters: "Lithium [is a] key element for electric vehicle ramp up."
Bloomberg: "Lithium ... [is] a key ingredient in the batteries that power electric vehicles."
Financial Times: "Lithium price squeeze adds to cost of the energy transition."
Benzinga: "Lithium - a critical battery metal."
Wall Street Journal: "Lithium is the new gasoline for the electric-vehicle era."
Elektros believes Sierra Leone and the broader African region have an important role to play in responsibly developing critical mineral supply chains, including lithium resources needed to support EV manufacturing and energy storage worldwide.
Cautionary Language Concerning Forward-Looking Statements
This release contains "forward-looking statements" that include information relating to future events and future financial and operating performance. The words "may," "would," "will," "expect," "estimate," "can," "believe," "potential," and similar expressions are intended to identify forward-looking statements. Forward-looking statements are not guarantees of future performance or results and involve risks and uncertainties.
Elektros Inc. is a small company today, but we aspire to build toward the scale, discipline, and market leadership demonstrated by leading companies in the lithium sector - and we aim to join that peer group in the near future.
SOURCE: Elektros, Inc.
2026-02-01 22:301mo ago
2026-02-01 16:451mo ago
The Sleeper Fintech Stock That Could Surge Before Wall Street Notices
This once beloved investment opportunity has fallen out of favor.
The last several years have been very interesting for investors to watch. For instance, some companies experienced a surge in demand during the pandemic, only to see those gains slow down as the economy normalized. This resulted in market sentiment that registered wild swings.
One fintech stock in particular ended up being a clear portrayal of this volatile trend. And right now, it trades 77% below its all-time high, which was established in August 2021. Continue reading to learn more about this business and why it could surge before Wall Street notices.
Image source: Block.
This fintech stock trades at a compelling valuation The main reason why this business should be considered a sleeper pick is because of its valuation. Shares of Block (XYZ 2.80%) currently trade at an attractive EV-to-EBIT ratio of 15.1. In a market environment in which valuation is a leading concern, this opportunity stands out.
All else equal, investors should want to pay a lower valuation multiple as opposed to a more expensive one. This introduces a margin of safety should your expectations about a company's future results end up being too optimistic. Allocating capital in this manner helps to minimize the downside risk.
Block is a growing and profitable business. The Square segment posted 9% year-over-year gross profit growth in the third quarter. Cash App, with its 58 million monthly active users, saw gross profit rise at an even better 24% during the third quarter. And the company's operating income has been soaring.
Today's Change
(
-2.80
%) $
-1.74
Current Price
$
60.47
Bitcoin is an underappreciated focus The main offerings of Square and Cash App deservedly get most of the attention from the investment community. As a result, the company's Bitcoin (BTC 1.02%) initiatives can easily be overlooked. Investors interested in Block should understand what's going on.
I believe Bitcoin presents the business with underappreciated upside. CEO Jack Dorsey has been publicly bullish on Bitcoin since 2021, with his belief stemming from the view that the internet will need a native currency. By being digital, decentralized, and scarce, Bitcoin is the best candidate to fulfill that purpose.
Block's Bitcoin projects span a wide range of activities. The company sells a Bitcoin self-custody wallet called Bitkey. It offers a suite of cryptocurrency mining equipment under the Proto moniker. Cash App users can trade Bitcoin. And Square sellers are now able to accept Bitcoin payments.
Should Bitcoin's price start to quickly rise, it can lead to a rapid positive shift in market sentiment. The investment community could start to view Block as an even more forward-thinking enterprise that's better positioned than its peers when it comes to Bitcoin. At that time, the valuation might reach a less attractive entry point.
Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Bitcoin and Block. The Motley Fool has a disclosure policy.
2026-02-01 22:301mo ago
2026-02-01 16:501mo ago
OWL Deadline: OWL Investors Have Opportunity to Lead Blue Owl Capital Inc. Securities Fraud Lawsuit
Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Blue Owl Capital Inc. (NYSE: OWL) between February 6, 2025 and November 16, 2025 (the " Class Period") of the important February 2, 2026 lead plaintiff deadline.
So what: If you purchased Blue Owl securities 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 Blue Owl class action, go to https://rosenlegal.com/submit-form/?case_id=48876 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 2, 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 throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (1) Blue Owl was experiencing a meaningful pressure on its asset base from business development companies ("BDC") redemptions; (2) as a result, Blue Owl was facing undisclosed liquidity issues; (3) as a result, Blue Owl would be likely to limit or halt redemptions of certain BDCs; and (4) accordingly, defendants had downplayed the true scope and severity of the negative impact as a result of the foregoing, defendants' positive statements about Blue Owl's business, operations, and prospects were materially misleading and/or lacked a reasonable basis. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Blue Owl class action, go to https://rosenlegal.com/submit-form/?case_id=48876 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
SOURCE THE ROSEN LAW FIRM, P. A.
2026-02-01 22:301mo ago
2026-02-01 16:521mo ago
BHP backs the next wave of exploration and technology talent in its biggest Xplor intake yet
MELBOURNE, Australia, Feb. 01, 2026 (GLOBE NEWSWIRE) -- BHP has selected 10 early-stage exploration and technology companies for the 2026 BHP Xplor program, marking the largest cohort since the program began and its fourth year of operation.
The 2026 cohort brings together junior exploration companies, geoscience organisations, and technology teams that collectively span the discovery system. It reflects a more connected approach to early-stage exploration, where geological insight, data, and emerging technologies increasingly intersect, and where collaboration across disciplines is becoming central to how discovery evolves.
As exploration moves into more remote and geologically complex environments, this intersection of expertise is opening up new possibilities for how mineral systems are understood, tested, and advanced at the earliest stages.
Tim O’Connor, BHP Group Exploration Officer, said:
“Exploration is evolving quickly. New tools, better data, and different ways of working are changing how early-stage ideas are tested and refined. This cohort reflects that shift, bringing together explorers and technology developers who are approaching discovery in thoughtful and practical ways. Xplor gives us a valuable opportunity to learn alongside them and explore what discovery could look like in the future.”
Xplor 2026’s ten successful applicants
Exploration companies
FrontierX (Canada) – Frontier X is an early-stage uranium exploration company in Canada, formed by two BHP Xplor Year One alumni, Fabian Baker and Andrew Tunningley. Through Xplor, the company is undertaking a preliminary uranium project, focused on testing early geological concepts and building an initial understanding of exploration potential.
Litchfield Minerals (Australia) – Litchfield Minerals is an Australian exploration company advancing copper, zinc, lead, silver and gold opportunities in the Northern Territory. Through Xplor, the company is focusing on its Oonagalabi project in the Arunta region, applying modern geophysics and targeted fieldwork to build a clearer picture of a large, underexplored mineral system.
Orion Minerals (South Africa) – Orion Minerals is a listed exploration and development company advancing a portfolio of copper and zinc assets in South Africa’s Northern Cape. Through Xplor, Orion is applying modern data analytics and mineral systems thinking across its large tenement package to identify new discovery opportunities beyond known deposits.
Otrera Resources (South America) – Otrera Resources is an early-stage exploration company focused on sediment-hosted copper systems. Its Xplor project is centred on advancing new copper targets drawing on the team’s deep regional experience and modern geochemical and geological approaches.
PT GeoFix (Indonesia) – PT GeoFix Indonesia is a multidisciplinary geoscience consultancy supporting mineral exploration across Southeast Asia. Through Xplor, GeoFix is applying its proprietary prospectivity tools and regional expertise to test new porphyry copper-gold exploration concepts in underexplored parts of the Sunda-Banda Arc.
Utah Geological Survey (USA) – Utah Geological Survey is the State of Utah’s primary geoscience organisation, providing authoritative geological data and scientific insight to support resource management and exploration. Through Xplor, UGS is leading a regional mineral systems analysis across the eastern Great Basin, integrating new datasets and targeted fieldwork to improve understanding of mineral potential and make high-quality geoscience data publicly available.
Technology Companies
RadiXplore (Australia) – RadiXplore is a technology company using artificial intelligence to analyse historical exploration records alongside modern geological and corporate data. Through Xplor, RadiXplore is applying its AI platform to copper exploration, testing how legacy data can be re-interpreted to surface overlooked opportunities and support earlier, more informed discovery decisions.
Mineural (Canada) – Mineural is a Canadian deep-tech company using artificial intelligence to help exploration teams identify and prioritise mineral targets more efficiently. Through Xplor, Mineural is applying its AI platform, IRIS, to copper exploration, combining machine learning with BHP’s geological expertise to test how AI can support earlier, more responsible discovery decisions.
VectOres Science (USA) – VectOres Science is a US-based mining technology company developing non-invasive hydrogeochemical and isotopic tools to support mineral exploration. Through Xplor, the company is applying its water and isotope chemistry platform to test how real-time primary data can help identify and prioritise mineral systems earlier, without reliance on initial drilling.
Discovery Genomics (Canada) – Discovery Genomics is a Vancouver-based technology company developing DNA sequencing as a new tool for mineral exploration. Through Xplor, the company is advancing its genomics platform for copper exploration, testing how microbial DNA signatures can help identify buried mineral systems in covered and complex terrains.
VANCOUVER, British Columbia--(BUSINESS WIRE)--Capstone Copper Corp. (“Capstone” or the “Company”) (TSX:CS) (ASX:CSC) announces that operations at the Mantoverde mine in Chile have resumed following a period of interrupted production due to an inability to access and operate the desalination plant, as previously announced on January 22. The Company reaffirms that it expects to continue operations at Mantoverde at a level between 50% to 75% of normal production during the strike.
Union #2 at Mantoverde, which represents approximately 22% of the total workforce, continues with a strike commenced on January 2. Capstone Copper remains willing to engage in discussions to seek a resolution with Union #2. The Company will continue to adhere to legal procedures, respecting the rights of all its employees, inviting the union to engage in a constructive dialogue, and providing the authorities with all requested information. Capstone Copper is committed to the highest standards for integrity and transparency at Mantoverde, which brings great benefits to the workforce and surrounding communities.
About Capstone Copper Corp.
Capstone Copper Corp. is an Americas-focused copper mining company headquartered in Vancouver, Canada. Capstone’s operating portfolio of assets includes the Pinto Valley copper mine located in Arizona, USA, the Cozamin copper-silver mine located in Zacatecas, Mexico, the Mantos Blancos copper-silver mine located in the Antofagasta region, Chile, and the Mantoverde copper-gold mine, located in the Atacama region, Chile. Capstone’s growth pipeline includes the fully permitted Santo Domingo copper-iron-gold project, located approximately 35 kilometres northeast of Mantoverde in the Atacama region, Chile, as well as a portfolio of exploration properties in the Americas.
Capstone Copper’s strategy is to unlock transformational copper production growth while executing on cost and operational improvements through innovation, optimization and safe and responsible production throughout our portfolio of assets. We focus on profitability and disciplined capital allocation to surface stakeholder value. We are committed to creating a positive impact in the lives of our people and local communities, while delivering compelling returns to investors by responsibly producing copper to meet the world’s growing needs.
Further information is available at www.capstonecopper.com
This document may contain “forward-looking information” within the meaning of Canadian securities legislation and “forward-looking statements” within the meaning of the United States Private Securities Litigation Reform Act of 1995 (collectively, “forward-looking statements”). These forward-looking statements are made as of the date of this document and the Company does not intend, and does not assume any obligation, to update these forward-looking statements, except as required under applicable securities legislation. In certain cases, forward-looking statements can be identified by the use of words such as “anticipates”, “approximately”, “believes”, “budget”, “estimates”, expects”, “forecasts”, “guidance”, intends”, “plans”, “scheduled”, “target”, or variations of such words and phrases, or statements that certain actions, events or results “be achieved”, “could”, “may”, “might”, “occur”, “should”, “will be taken” or “would” or the negative of these terms or comparable terminology. In this document certain forward-looking statements are identified by words including “anticipated”, “expected”, “guidance” and “plan”. Forward-looking statements include, but are not limited to, statements with respect to the Company’s expectations regarding operations during the strike and its approach to resolution and procedures regarding the strike.
By their very nature, forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause the Company's actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. Such factors include, amongst others, risks related to the inability to resolve the labour disruption, the inability to operate at expected capacity during the strike, inherent hazards associated with mining operations and closure of mining projects, future prices of copper and other metals, compliance with financial covenants, inflation, surety bonding, the Company's ability to raise capital, Capstone Copper’s ability to acquire properties for growth, counterparty risks associated with sales of the Company's metals, use of financial derivative instruments and associated counterparty risks, foreign currency exchange rate fluctuations, market access restrictions or tariffs, changes in U.S. laws and policies regulating international trade including but not limited to changes to or implementation of tariffs, trade restrictions, or responsive measures of foreign and domestic governments, changes to cost and availability of goods and raw materials, along with supply, logistics and transportation constraints, changes in general economic conditions including market volatility due to uncertain trade policies and tariffs, availability and quality of water and power resources, accuracy of Mineral Resource and Mineral Reserve estimates, operating in foreign jurisdictions with risk of changes to governmental regulation, compliance with governmental regulations and stock exchange rules, compliance with environmental laws and regulations, reliance on approvals, licences and permits from governmental authorities and potential legal challenges to permit applications, contractual risks including but not limited to, the Company's ability to meet the requirements under the Cozamin Silver Stream Agreement with Wheaton Precious Metals Corp. ("Wheaton"), the Company's ability to meet certain closing conditions under the Santo Domingo Gold Stream Agreement with Wheaton, acting as Indemnitor for Minto Metals Corp.’s surety bond obligations, impact of climate change and changes to climatic conditions at the Company's operations and projects, changes in regulatory requirements and policy related to climate change and greenhouse gas ("GHG") emissions, land reclamation and mine closure obligations, introduction or increase in carbon or other "green" taxes, aboriginal title claims and rights to consultation and accommodation, risks relating to widespread epidemics or pandemic outbreaks; the impact of communicable disease outbreaks on the Company's workforce, risks related to construction activities at the Company's operations and development projects, suppliers and other essential resources and what effect those impacts, if they occur, would have on the Company's business, including the Company's ability to access goods and supplies, the ability to transport the Company's products and impacts on employee productivity, the risks in connection with the operations, cash flow and results of Capstone Copper relating to the unknown duration and impact of the epidemics or pandemics, impacts of inflation, geopolitical events and the effects of global supply chain disruptions, uncertainties and risks related to the potential development of the Santo Domingo development project, risks related to the Mantoverde Development Project ("MVDP"), increased operating and capital costs, increased cost of reclamation, challenges to title to the Company's mineral properties, increased taxes in jurisdictions the Company operates or is subject to tax, changes in tax regimes we are subject to and any changes in law or interpretation of law may be difficult to react to in an efficient manner, maintaining ongoing social licence to operate, seismicity and its effects on the Company's operations and communities in which we operate, dependence on key management personnel, Toronto Stock Exchange ("TSX") and Australian Securities Exchange ("ASX") listing compliance requirements, potential conflicts of interest involving the Company's directors and officers, corruption and bribery, limitations inherent in the Company's insurance coverage, labour relations generally, increasing input costs such as those related to sulphuric acid, electricity, fuel and supplies, increasing inflation rates, competition in the mining industry including but not limited to competition for skilled labour, risks associated with joint venture partners and non-controlling shareholders or associates, the Company's ability to integrate new acquisitions and new technology into the Company's operations, cybersecurity threats, legal proceedings, the volatility of the price of the common shares, the uncertainty of maintaining a liquid trading market for the common shares, risks related to dilution to existing shareholders if stock options or other convertible securities are exercised, the history of Capstone Copper with respect to not paying dividends and anticipation of not paying dividends in the foreseeable future and sales of common shares by existing shareholders can reduce trading prices, and other risks of the mining industry as well as those factors detailed from time to time in the Company’s interim and annual financial statements and MD&A of those statements and Annual Information Form, all of which are filed and available for review under the Company’s profile on SEDAR+ at www.sedarplus.ca. Forward-looking statements relate to future events or future performance and reflect the Company's expectations or beliefs regarding future events and are based on a number of assumptions, including those detailed from time to time in the Company’s interim and annual financial statements and MD&A of those statements and Annual Information Form, all of which are filed and available for review under the Company’s profile on SEDAR+ at www.sedarplus.ca. Although the Company has attempted to identify important factors that could cause the Company's actual results, performance or achievements to differ materially from those described in the Company's forward-looking statements, there may be other factors that cause the Company's results, performance or achievements not to be as anticipated, estimated or intended. There can be no assurance that the Company's forward-looking statements will prove to be accurate, as the Company's actual results, performance or achievements could differ materially from those anticipated in such statements. Accordingly, readers should not place undue reliance on the Company's forward-looking statements.
More News From Capstone Copper Corp.
2026-02-01 22:301mo ago
2026-02-01 17:021mo ago
BTDR Deadline: BTDR Investors Have Opportunity to Lead Bitdeer Technologies Group Securities Fraud Lawsuit
Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Bitdeer Technologies Group (NASDAQ: BTDR) between June 6, 2024 and November 10, 2025, both dates inclusive (the "Class Period"), of the important February 2, 2026 lead plaintiff deadline.
So what: If you purchased Bitdeer securities 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 Bitdeer class action, go to https://rosenlegal.com/submit-form/?case_id=49102 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 2, 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 handle 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 achieved the largest ever securities class action settlement against a Chinese Company at the time. 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 provided investors with material information concerning Bitdeer's research and technology roadmap for its SEALMINER Bitcoin mining machine. Defendants' statements included, among other things, confidence in Bitdeer's mass production of its fourth-generation SEALMINER (A4) rigs using its SEAL04 ASIC ("application-specific integrated circuit") chip technology expected to have a chip energy efficiency of as low as 5J/TH. Defendants provided these positive statements to investors while, at the same time, disseminating false and materially misleading statements and/or concerning material adverse facts concerning the true state of Bitdeer's SEALMINER A4 project. Specifically, defendants failed to disclose that the SEAL04 chip projected to have a chip-level energy efficiency of 5 J/TH would be ready for use in the A4 rigs with an expected mass production to begin in the second quarter 2025. Such statements absent these material facts caused investors to purchase Bitdeer securities at artificially inflated prices. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Bitdeer class action, go to https://rosenlegal.com/submit-form/?case_id=49102 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
SOURCE THE ROSEN LAW FIRM, P. A.
2026-02-01 22:301mo ago
2026-02-01 17:241mo ago
Coinbase Directors and CEO Facing Insider Trading Lawsuit
A judge has allowed an insider trading lawsuit against several Coinbase directors to proceed.
The ruling followed an internal investigation clearing the defendants of wrongdoing, Bloomberg News reported Friday (Jan. 30).
The suit was brought by an investor in the cryptocurrency platform in 2023, claiming that directors — including Coinbase CEO Brian Armstrong and venture capitalist Marc Andreessen — used confidential information to avoid more than $1 billion in losses by selling upwards of $2.9 billion of stock when the company went public in 2021.
According to Bloomberg, Judge Kathaleen St. J. McCormick quashed a motion to dismiss the lawsuit by an internal committee that looked into the insider trading claims, due to what she views as conflicts of one of the members.
However, the judge indicated that the defendants may ultimately triumph, because the committee’s report “paints a compelling narrative” that bolsters their defense.
The report added that the suit centers around Coinbase’s decision to go public via direct listing rather than an initial public offering (IPO). The direct listing did not involve raising funds through issuing shares, which would dilute holdings or require a lockup period where existing investors would need to wait to trade their shares for a set period, the report added.
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Attorneys for the directors denied their clients had been involved in insider trading, and say the shareholder who brought the suit had not shown the defendants possessed relevant nonpublic information and that it led them to sell shares.
“We are disappointed by the court’s decision and remain committed to fighting these meritless claims in court,” Coinbase said in a statement to Bloomberg.
In other Coinbase news, PYMNTS wrote recently about Armstrong’s comments at the World Economic Forum gathering in Davos, where he was part of a panel discussion called “Is Tokenization the Future?”
That discussion, PYMNTS wrote, “made clear that tokenization work has continued steadily in the background, setting the stage for broader embrace.”
For his part, Armstrong said tokenization addresses structural inefficiencies in the financial system, especially around settlement speed, fees and access.
Tokenization allows for real-time settlement and lower fees, he said, though he stressed that its most powerful impact is expanding participation in investment markets.
Armstrong spotlighted what he called the global “unbrokered” population — roughly 4 billion people without access to investing in high-quality assets — and pointed to stablecoins as the first successful expression of tokenization’s potential.
From his view, stablecoins show how tokenized representations of assets can open the doors to broader participation across borders.
2026-02-01 21:301mo ago
2026-02-01 14:161mo ago
Amazon's ‘Melania' documentary makes $7M on opening weekend
“Melania,” a documentary about First Lady Melania Trump, is exceeding box office expectations, with Sunday estimates suggesting it will make $7.04 million on its opening weekend.
The documentary is coming in third overall for the weekend, behind the Sam Raimi-directed thriller “Send Help” ($20 million) and “Iron Lung” ($17.8 million), a video game adaptation from YouTuber Mark Fischbach (better known as Markiplier).
Amazon paid $40 million to acquire “Melania” and is reportedly spending $35 million to promote it. So even though the documentary is outperforming pre-release estimates predicting a $3 to $5 million opening weekend, it’s unlikely to make a profit in theaters.
Amazon’s bid came in $26 million ahead of the next highest bidder, Disney, leading critics to suggest the deal had less to do with the film’s box office potential and more with winning over the Trump administration. Veteran film executive Ted Hope, who worked at Amazon from 2015 to 2020, told The New York Times that the film “has to be the most expensive documentary ever made that didn’t involve music licensing.”
“How can it not be equated with currying favor or an outright bribe?” Hope said. “How can that not be the case?”
This is the first film directed by Brett Ratner since 2017, when multiple women accused him of sexual harassment and misconduct. (Ratner has denied those accusations.) Rolling Stone reports that two-thirds of the “Melania”‘s New York crew asked not to be formally credited in the film.
While Apple CEO Tim Cook attended a preview screening of “Melania” at the White House last weekend, “Melania” was not screened in advance for critics, and the subsequent reviews have been brutal. The documentary currently sits at 7% on review aggregator Metacritic, indicating “overwhelming dislike,” and at 10% on Rotten Tomatoes.
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New York Times film critic Manohla Dargis described it as “a very circumscribed and carefully stage-managed chronicle of Mrs. Trump’s day-to-day life” during the 20 days before President Trump’s 2025 inauguration.
In a statement, Amazon MGM’s head of domestic theatrical distribution Kevin Wilson described this weekend as “an important first step in what we see as a long-tail lifecycle for both the film and the forthcoming docu-series,” which he predicted will have a “significant life” on Amazon’s Prime streaming service.
Anthony Ha is TechCrunch’s weekend editor. Previously, he worked as a tech reporter at Adweek, a senior editor at VentureBeat, a local government reporter at the Hollister Free Lance, and vice president of content at a VC firm. He lives in New York City.
You can contact or verify outreach from Anthony by emailing [email protected].
2026-02-01 21:301mo ago
2026-02-01 14:401mo ago
OPEC+ to keep oil output unchanged as Iran tensions boost prices
OPEC+ agreed to keep its oil output unchanged for March at a meeting, the producer group said on Sunday, even after crude prices hit six-month highs on concern the US could launch a military strike on OPEC member Iran.
The meeting of eight OPEC+ members comes as Brent crude closed near $70 a barrel on Friday, close to the six-month high of $71.89 it hit on Thursday, despite speculation that a supply glut in 2026 would push prices down.
The eight producers — Saudi Arabia, Russia, the United Arab Emirates, Kazakhstan, Kuwait, Iraq, Algeria and Oman — raised production quotas by about 2.9 million barrels per day from April through December, roughly 3% of global demand.
OPEC+ has agreed to keep its oil output unchanged even as prices hit record highs. REUTERS In November, they froze further planned increases for January through March because of seasonally weaker consumption.
Sunday’s brief meeting reaffirmed that decision for March, after earlier gatherings did the same for January and February.
Sunday’s statement made no mention of what OPEC+ could decide for specific months beyond March, and the lack of forward guidance is significant, said Jorge Leon, a former OPEC official who now works as head of geopolitical analysis at Rystad Energy.
“With rising uncertainty around Iran and U.S. tensions, the group is keeping all options firmly on the table,” he said.
“OPEC’s own numbers point to a lower call on OPEC+ crude in the second quarter, which could limit the scope for production increases,” Leon added.
OPEC+ includes the Organization of the Petroleum Exporting Countries, plus Russia and other allies. The full OPEC+ pumps about half of the world’s oil.
A separate OPEC+ panel called the Joint Ministerial Monitoring Committee also met on Sunday. The JMMC does not have decision-making authority on production policy.
Brent crude oil closed near $70 a barrel on Friday. REUTERS The JMMC stressed the importance of achieving full compliance with OPEC+ output agreements, a statement on OPEC’s website said.
President Trump is weighing options on Iran that include targeted strikes against security forces and leaders, aiming to inspire protesters, multiple sources said on Thursday.
Washington has imposed extensive sanctions on Tehran to choke off its oil revenue, a crucial source of state funding.
President Trump is mulling strikes on Iran, according to sources. AFP via Getty Images Both the US and Iran have since signaled willingness to engage in dialog, but Tehran on Friday said its defense capabilities should not be included in any talks.
Oil prices have also been supported by supply losses in Kazakhstan, where the oil sector has suffered a series of disruptions in recent months. Kazakhstan said on Wednesday it was restarting the huge Tengiz oilfield in stages.
The eight countries plan to hold their next meeting on March 1 and the JMMC on April 5, the statements showed.
2026-02-01 21:301mo ago
2026-02-01 15:151mo ago
2 Electric Vehicle Stocks That Could Make You Rich
Here are two hidden gems in the electric vehicle industry that could make investors wealthy over the long haul.
Electric vehicles (EVs) are expanding across the globe. The future is almost certainly an electrified automotive industry and the intense transition from internal combustion engines to EVs is opening up investing opportunities in not only traditional automakers, but also charging infrastructure companies, battery companies, and suppliers of all sizes, among many others.
QuantumScape (QS 10.40%) and Ferrari (RACE 1.56%) are rather unique in their own ways, and through the evolution of EVs could provide investors with sizable returns in the long term.
Home run potential Investors probably throw the term "game-changing" around far too often, but the batteries QuantumScape is developing could be just that. QuantumScape is a leader in solid-state lithium-metal battery technology that promises investors and consumers faster recharging, longer range, enhanced safety, and lower costs -- essentially the holy grail for EV batteries.
While the stock will remain highly speculative and volatile in the near term, the company is in an exciting transition for long-term investors. QuantumScape, as of early 2026, is transitioning from a research-focused company to generating initial revenue, which alone could reduce risk and lure more institutional investment.
In fact, during QuantumScape's third quarter, the company started shipping B1 samples of its QSE-5 cell, a key milestone for its full-year vision, and through its new Cobra production process the company has taken a big step toward commercial volume production.
Image source: QuantumScape.
Another reason to be optimistic about QuantumScape long-term is its joint venture with PowerCo, Volkswagen Group's battery entity. The partnership will give PowerCo the license to mass produce QuantumScape's battery technology for roughly 1 million vehicles annually, in return for royalty payments.
Undercover electrification When investors and consumers think of Ferrari, many likely think of the company's gas-guzzling supercars that are often found tearing up the racetrack. While that's fair, investors should also make a mental note that Ferrari is also an undercover electric vehicle powerhouse, it just goes about its strategy a little differently than traditional automakers currently.
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Rather than diving all-in on full-electric vehicles as many mainstream automakers did -- and keep in mind many of those automakers are making expensive decisions to pull back on those plans -- Ferrari took a smaller step forward and invested in hybrids. So far, that decision has proven wise; hybrids generated 43% of Ferrari's shipments during the third quarter of 2025.
The great news for Ferrari investors is that demand and pricing power for Ferrari vehicles are so high the company isn't dealing with the profitability concerns that come with EVs for many automakers. In fact, if you look at Ferrari's impressive operating margins over time, you can see the metric consistently rise, emphasizing the company's durable competitive advantages.
RACE Operating Margin (TTM) data by YCharts
Are QuantumScape and Ferrari buys? QuantumScape and Ferrari offer investors two very different angles to investing in the future of global EV markets. QuantumScape could be the first company to mass produce solid-state batteries, which would be a game changer for the EV industry, and set investors up for massive returns in the long term -- but with that comes sizable uncertainty and risk.
Meanwhile, Ferrari offers investors a much more stable way to dip their toes in the EV industry, as its shipments will still remain balanced between highly profitable internal combustion engine supercars and its newer line of hybrids, before launching its first full-electric vehicle in the near term.
2026-02-01 21:301mo ago
2026-02-01 15:171mo ago
Pharming Group receives Complete Response Letter from U.S. FDA for sNDA for Joenja® (leniolisib) in children aged 4 to 11 years with APDS
Leiden, the Netherlands, February 1, 2026: Pharming Group (Euronext: PHARM; Nasdaq: PHAR) today announced that the U.S. Food and Drug Administration (FDA) has issued a Complete Response Letter (CRL) to its supplemental New Drug Application (sNDA) for Joenja® (leniolisib), an oral, selective phosphoinositide 3-kinase delta (PI3Kδ) inhibitor, as a treatment for children aged 4 to 11 years with activated phosphoinositide 3-kinase delta syndrome (APDS), a rare primary immunodeficiency.
The FDA raised an issue with the potential for underexposure in lower weight pediatric patients. As a result, the FDA has requested additional pediatric pharmacokinetic data to reassess the proposed pediatric doses and confirm that children in the lower weight dose groups can achieve exposure levels comparable to the approved adult and adolescent regimen. The letter also identified an issue with one of the analytical methods used for production batch testing, and the FDA requested additional data and clarification on this point.
We believe we can address the clinical pharmacology and batch testing methodology issues outlined in the letter, and we plan to work closely with the FDA to meet the Agency’s requirements and determine next steps for resubmission. We plan to request a Type A meeting with the FDA.
Joenja’s U.S. FDA approval for the treatment of APDS in patients aged 12 years of age and older is unaffected by this regulatory action.
Fabrice Chouraqui, Chief Executive Officer of Pharming, commented:
“While we are disappointed in the FDA’s response, we remain dedicated to making Joenja available to pediatric patients aged 4-11 with APDS. Joenja has the potential to address the immune dysregulation and deficiency that drive APDS and significantly impact the long-term course of disease in this population, for whom there is currently no approved targeted treatment. We are going to work closely with the FDA to provide the necessary information and determine the best and most effective path forward.”
Pharming submitted the sNDA to the FDA based on positive data from the open-label, multinational, single-arm Phase III study in children aged 4 to 11 years, which showed improvements over 12 weeks in two clinically relevant hallmarks of APDS, reduced lymphadenopathy and increased naïve B cells, together indicating a correction of the underlying immune defect. The submission also included safety data from 8 months of treatment. The improvements in lymphoproliferation and immunophenotype correction were seen across the four dose levels investigated and were consistent with the improvements previously reported in adolescent and adult patients. All treatment emergent adverse events were reported to be mild to moderate in nature. There were no drug related serious adverse events, and all patients completed the 12-week treatment period.
In October 2025, the FDA granted the application Priority Review1 based on its guidelines stating the medicine would offer significant improvements in effectiveness or safety of the treatment, prevention, or diagnosis of serious conditions. Currently, there are no approved treatments for children with APDS under the age of 12 years globally. Joenja received approval from the FDA for the treatment of APDS in adult and pediatric patients 12 years of age and older in March 2023.
About Activated Phosphoinositide 3-Kinase δ Syndrome (APDS)
APDS is a rare primary immunodeficiency that was first characterized in 2013. APDS is caused by variants in either one of two identified genes known as PIK3CD or PIK3R1, which are vital to the development and function of immune cells in the body. Variants of these genes lead to hyperactivity of the PI3Kδ (phosphoinositide 3-kinase delta) pathway, which causes immune cells to fail to mature and function properly, leading to immunodeficiency and dysregulation2,3,4 APDS is characterized by a variety of symptoms, including severe, recurrent sinopulmonary infections, lymphoproliferation, autoimmunity, and enteropathy.5,6 Because these symptoms can be associated with a variety of conditions, including other primary immunodeficiencies, it has been reported that people with APDS are frequently misdiagnosed and suffer a median 7-year diagnostic delay.7 As APDS is a progressive disease, this delay may lead to an accumulation of damage over time, including permanent lung damage and lymphoma.5-8 A definitive diagnosis can be made through genetic testing. APDS affects approximately 1 to 2 people per million worldwide.
About leniolisib
Leniolisib is an oral small molecule phosphoinositide 3-kinase delta (PI3Kẟ) inhibitor approved in the U.S., U.K., Australia and Israel as the first and only targeted treatment of activated phosphoinositide 3-kinase delta (PI3Kδ) syndrome (APDS) in adult and pediatric patients 12 years of age and older. Leniolisib inhibits the production of phosphatidylinositol-3-4-5-trisphosphate, which serves as an important cellular messenger and regulates a multitude of cell functions such as proliferation, differentiation, cytokine production, cell survival, angiogenesis, and metabolism. Results from a randomized, placebo-controlled Phase III clinical trial demonstrated statistically significant improvement in the coprimary endpoints, reflecting a favorable impact on the immune dysregulation and deficiency seen in these patients, and interim open label extension data has supported the safety and tolerability of long-term leniolisib administration.9,10 Leniolisib is currently under regulatory review in the European Economic Area, Japan, Canada and several other countries for APDS. Leniolisib is also being evaluated in two Phase III clinical trials in children with APDS and in two Phase II clinical trials in primary immunodeficiencies (PIDs) with immune dysregulation. The safety and efficacy of leniolisib has not been established for PIDs with immune dysregulation beyond APDS.
About Pharming Group N.V.
Pharming Group N.V. (EURONEXT Amsterdam: PHARM/Nasdaq: PHAR) is a global biopharmaceutical company dedicated to transforming the lives of patients with rare, debilitating, and life-threatening diseases. We are developing and commercializing a portfolio of innovative medicines, including small molecules and biologics. Pharming is headquartered in Leiden, the Netherlands, with a significant proportion of its employees based in the U.S.
For more information, visit www.pharming.com and find us on LinkedIn.
Forward-looking Statements
This press release may contain forward-looking statements. Forward-looking statements are statements of future expectations that are based on management’s current expectations and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance, or events to differ materially from those expressed or implied in these statements. These forward-looking statements are identified by their use of terms and phrases such as “aim”, “ambition”, ‘‘anticipate’’, ‘‘believe’’, ‘‘could’’, ‘‘estimate’’, ‘‘expect’’, ‘‘goals’’, ‘‘intend’’, ‘‘may’’, “milestones”, ‘‘objectives’’, ‘‘outlook’’, ‘‘plan’’, ‘‘probably’’, ‘‘project’’, ‘‘risks’’, “schedule”, ‘‘seek’’, ‘‘should’’, ‘‘target’’, ‘‘will’’ and similar terms and phrases. Examples of forward-looking statements may include statements with respect to timing and progress of Pharming's preclinical studies and clinical trials of its product candidates, Pharming's clinical and commercial prospects, and Pharming's expectations regarding its projected working capital requirements and cash resources, which statements are subject to a number of risks, uncertainties and assumptions, including, but not limited to the scope, progress and expansion of Pharming's clinical trials and ramifications for the cost thereof; and clinical, scientific, regulatory, commercial, competitive and technical developments. In light of these risks and uncertainties, and other risks and uncertainties that are described in Pharming's 2024 Annual Report and the Annual Report on Form 20-F for the year ended December 31, 2024, filed with the U.S. Securities and Exchange Commission, the events and circumstances discussed in such forward-looking statements may not occur, and Pharming's actual results could differ materially and adversely from those anticipated or implied thereby. All forward-looking statements contained in this press release are expressly qualified in their entirety by the cautionary statements contained or referred to in this section. Readers should not place undue reliance on forward-looking statements. Any forward-looking statements speak only as of the date of this press release and are based on information available to Pharming as of the date of this release. Pharming does not undertake any obligation to publicly update or revise any forward-looking statement as a result of new information, future events or other information.
Inside Information
This press release relates to the disclosure of information that qualifies, or may have qualified, as inside information within the meaning of Article 7(1) of the EU Market Abuse Regulation.
References
FDA. Priority Review. Available at: https://www.fda.gov/patients/fast-track-breakthrough-therapy-accelerated-approval-priority-review/priority-review Accessed October 2025.Lucas CL, et al. Nat Immunol. 2014;15(1):88-97.Elkaim E, et al. J Allergy Clin Immunol. 2016;138(1):210-218.Nunes-Santos C, Uzel G, Rosenzweig SD. J Allergy Clin Immunol. 2019;143(5):1676-1687.Coulter TI, et al. J Allergy Clin Immunol. 2017;139(2):597-606.Maccari ME, et al. Front Immunol. 2018;9:543.Jamee M, et al. Clin Rev Allergy Immunol. 2020 Dec;59(3):323-333.Condliffe AM, Chandra A. Front Immunol. 2018;9:338.Rao VK, et al Blood. 2023 Mar 2;141(9):971-983.Rao VK, et al. J Allergy Clin Immunol 2024;153:265-74. For further public information, contact:
Taiwan Semiconductor Manufacturing looks like an AI top performer.
The boom in artificial intelligence (AI) looks like it is just beginning and could continue to ramp up over the next decade. Famed investor Cathie Wood's Ark Invest recently predicted that AI data center spending could triple from around $500 billion to $1.4 trillion by 2030. The investment firm predicts that the bulk of this spending will be on graphics processing units (GPUs), but that AI ASICs (application-specific integrated circuits) will take meaningful market share.
One of the companies best positioned to be a winner in this environment is Taiwan Semiconductor Manufacturing (TSM 2.65%).
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An AI infrastructure winner The great thing about TSMC is that the company wins regardless of how much market share artificial intelligence ASICs take or don't take away from GPUs. The foundry is the leading manufacturer of both types of chips and has close relationships with all the top AI chip designers, including Nvidia and Broadcom.
It's also the top manufacturer of other advanced chips, like those used for smartphones, and Apple is one of its largest customers, just recently being surpassed by Nvidia. As new markets with needs for advanced chips, such as autonomous driving and robotics, continue to expand, TSMC is also set to benefit.
Image source: Taiwan Semiconductor Manufacturing.
Meanwhile, TSMC has a near monopoly on the manufacturing of advanced chips. Its main rivals, Intel and Samsung, have both struggled to produce advanced logic chips at scale with high yields. Intel's foundry business, meanwhile, is bleeding cash, while Samsung has turned more of its focus to the booming memory market, where TSMC does not compete. This essentially makes the foundry the only game in town for the large-scale manufacturing of advanced chips. This has given the company strong pricing power, with reports that it's already laid out to customers a four-year schedule of price hikes. Its pricing power has also helped TSMC expand its gross margin.
Moving forward, TSMC sees its AI revenue growing at a mid- to high-50% compound annual growth rate (CAGR) until 2029. Demand is so strong, it significantly boosted its capital expenditure (capex) budget this year to between $52 billion and $56 billion, up from less than $41 billion in 2025. The company did a ton of due diligence to confirm that long-term trends will remain strong, and is working closely with top chip designers to help them meet their growing demand.
With the stock trading at a forward price-to-earnings (P/E) ratio of 24 times based on analysts' 2026 estimates, and a forward price/earnings-to-growth (PEG) ratio of 0.7 (with PEGs below 1 considered undervalued), this is a reasonably valued AI stock to own for the next decade.
Geoffrey Seiler has positions in Broadcom. The Motley Fool has positions in and recommends Apple, Intel, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.
The creative software rivals are both publicly traded now. One is a cash machine, the other a growth rocket.
Just a few years ago, creative software giant Adobe (ADBE +0.53%) tried to buy smaller rival Figma (FIG 4.25%). The $20 billion deal fell apart due to antitrust concerns; Adobe sent a $1 billion check to cover the breakup fee; and the two companies carried on as separate businesses.
That drama played out two years ago. Since then, Figma has gone public, giving investors an opportunity to bet on the younger competitor. But is it a better investment than sector king Adobe?
Let's take a look.
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What Adobe and Figma actually do Figma was never a direct clone of Adobe. The two companies have different long-term goals and product portfolios.
Adobe is the legacy creative software giant behind household names like Photoshop, Illustrator, and Premiere. You can get specific services, but Adobe mainly sells bundled Creative Cloud subscriptions with themes such as graphic design, video editing, photo tools, and PDF management. Revenue is diversified across creative pros, enterprises, and its Document Cloud/Acrobat business.
Image source: Getty Images.
Figma competes mainly with the vector-based graphic design tool Adobe XD, which is a small piece of Adobe's broad empire. Figma's browser-based design and prototyping tool is built for real-time collaboration. It's like Alphabet's Google Docs but for user interface designers. A free tier and multiplayer-first approach made it viral with design teams, especially at start-ups and tech companies with collaborative design workflows.
On one hand, you can invest in a software giant with decades of operating history and product names you'll find in the dictionary. On the other, you can bet on a hungry upstart with a tighter focus.
Figma's growth versus Adobe's profits Here's how Figma and Adobe's business plans translate into financial figures.
Metric
Adobe
Figma
Revenue (TTM)
$23.8 billion
$1.0 billion
Revenue Growth (Year Over Year, Latest Quarter)
11%
38%
Net Income (Loss) (TTM)
$7.1 billion
($0.9 billion)
Free Cash Flow (TTM)
$9.9 billion
$0.3 billion
Price-to-Earnings Ratio (TTM)
17.6
N/A
Price-to-Sales Ratio (TTM)
5.1
13.6
Figures collected from Finviz.com on 1/30/2026. TTM = trailing twelve months.
Yep, that checks out. Adobe is a massive cash machine. Figma is a fast-moving minnow by comparison. The larger stock trades at modest multiples, while Figma's shares carry a premium valuation based on revenue growth.
Ironically, Adobe's failed acquisition helped finance the competitor it couldn't buy. An extra billion dollars makes a big difference to Figma's unprofitable operations. And you know the Adobe XD website-planning product I mentioned above, which became the flashpoint of its Figma rivalry? Well, Figma won that duel. Adobe quietly shelved XD as a stand-alone product in 2023.
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Picking a winner (or two) There's no obvious loser here. Each stock just serves a different type of investor.
Figma is the high-risk, high-reward bet. Revenue is growing nearly four times faster than Adobe's, but the company is still burning cash, and the stock has cratered from the first-day highs, exactly six months ago. You'll need conviction and a strong stomach. Adobe is the opposite: a profitable, cash-rich incumbent trading at modest multiples for a software company. For value investors, that's the obvious choice. Wall Street leans slightly toward Adobe with higher analyst ratings and lower short interest, but the gap isn't dramatic. Growth investors might find Figma's upside worth the turbulence. Investors who sleep better owning profitable market leaders should stick with Adobe.
Where do I stand on that spectrum? I'm a risk-taker at heart, so Figma's more thrilling blend of lofty valuation and tremendous growth prospects is right up my alley. Even so, Adobe looks deeply undervalued right now. If I had $1,000 to invest in creative software specialists, I'd pick up one Adobe share at roughly $300 and devote the remaining $700 to Figma.
Anders Bylund has positions in Alphabet. The Motley Fool has positions in and recommends Adobe, Alphabet, and Figma. The Motley Fool recommends the following options: long January 2028 $330 calls on Adobe and short January 2028 $340 calls on Adobe. The Motley Fool has a disclosure policy.
NuScale Power has a novel technology that can disrupt a sleepy industry. Is today's price a buying window?
NuScale Power (SMR 7.61%) is a nuclear technology company with big ambitions. In a nutshell, it wants to disrupt the nuclear energy industry by selling small modular reactors (SMRs). These small reactors are designed to be deployed in groups of up to 12 modules for a total output of up to 924 megawatts of electricity.
Image source: NuScale Power.
Unlike a traditional nuclear power plant, which could take a decade or longer to finish, NuScale's SMRs are designed to be assembled in a factory and shipped to project sites. This would not only cut down on time and costs but also make it easier to deploy nuclear power in places that lack the infrastructure for a traditional power plant.
Data centers, industrial sites, and AI facilities are all potential customers for the kind of continuous power an SMR can supply.
Of course, NuScale isn't alone in the small nuclear reactor space. Oklo and Nano Nuclear Energy are competing for the same business. But NuScale does have first-mover advantage: It's the only company to have an SMR design certified by the Nuclear Regulatory Commission.
First-mover advantage is one thing, but securing a first customer is quite another, and right now, NuScale has yet to operate a reactor commercially. While it's advancing projects in Romania and Tennessee, the lack of commercial revenue is still concerning.
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Still, the company has policy tailwinds from the White House, which wants to quadruple U.S. nuclear capacity in the coming decades. Electricity demands are also likely to surge -- data centers are power hungry -- and novel energy technology like NuScale's will be needed to make up where the grid falls short.
NuScale carries a $6 billion market capitalization, which is sizable for a company with minimal revenue today. But if it can start selling SMRs at scale, today's valuation could look more reasonable in retrospect. Execution risks remain, but the urgency around power generation seems strong enough that NuScale's technology will likely have multiple chances to prove itself.
2026-02-01 21:301mo ago
2026-02-01 16:001mo ago
Arons: "Extreme Growth" to Follow Rut, Top Picks in META, IBM & BA
“Things look pretty good” for 2026, says Andrew Arons, anticipating falling rates and continued strength in earnings. He sees “extreme growth” down the road but says we're “stuck in the second or third inning” right now.
2026-02-01 21:301mo ago
2026-02-01 16:061mo ago
ROSEN, GLOBAL INVESTOR COUNSEL, Encourages Vistagen Therapeutics, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - VTGN
WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Vistagen Therapeutics, Inc. (NASDAQ: VTGN) between April 1, 2024 and December 16, 2025, both dates inclusive (the “Class Period”), of the important March 16, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Vistagen 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 Vistagen class action, go to https://rosenlegal.com/submit-form/?case_id=50827 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 March 16, 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 provided investors with material information concerning Vistagen’s plan to develop and commercialize its drug fasedienol, an investigational pherine candidate in development for the acute treatment of social anxiety disorder (SAD). Defendants’ statements included, among other things, Vistagen’s positive assertions of fasedienol’s future trial success based on the prior positive results associated with the PALISADE-2 clinical trial, in addition to notable enhancements and operational changes made to the execution of the PALISADE-3 clinical trial supported a strong likelihood of Phase 3 success and positioned it as a confirmatory study.
According to the lawsuit, defendants provided these overwhelmingly positive statements to investors while, at the same time, disseminating false and misleading statements and/or concealing material adverse facts concerning its Phase 3 PALISADE-3 trial study of fasedienol. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Vistagen class action, go to https://rosenlegal.com/submit-form/?case_id=50827 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.
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The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
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2026-02-01 21:301mo ago
2026-02-01 16:151mo ago
Disney Earnings Need to Show Parks and Streaming Growth
Disney is scheduled to report fiscal-first-quarter financial results before the stock market opens on Monday. (Ian Langsdon / AFP / Getty Images)
Walt Disney earnings are coming, and Wall Street will be looking for updates on growth in its streaming and parks businesses, while also listening closely for any clues regarding a new chief executive.
2026-02-01 20:301mo ago
2026-02-01 13:101mo ago
Is CoreWeave a Buy After This Big News From Nvidia?
CoreWeave (CRWV 6.13%) was one of 2025's artificial intelligence (AI) success stories. The company launched an initial public offering in March and then saw its shares soar more than 300% in the months to follow. Investors got excited about CoreWeave because the company is providing a service that's greatly needed as the AI revolution unfolds: access to top-performing AI chips. Customers clearly love the offering as they're flocking to CoreWeave and driving its sales to triple-digit gains.
Still, CoreWeave stock stumbled later in the year amid general concern about the risk of a slowdown in AI spending -- so the stock pared gains, finishing 2025 with a 79% increase. But in recent days, Nvidia (NVDA 0.72%) delivered some big news that's clearly positive for CoreWeave. Is the stock now a buy? Let's find out.
Image source: Getty Images.
CoreWeave and Nvidia First, it's important to note that CoreWeave and Nvidia have a particularly close relationship. CoreWeave's business is essentially built around Nvidia's graphics processing units (GPUs), the key AI chips needed for the development and deployment of AI. Other companies make AI chips, but Nvidia's so far have steadily been ahead of the pack in terms of power and efficiency.
Some companies buy GPUs from Nvidia and set up their own data centers, but this is costly and requires a lot of time. CoreWeave gives customers a shortcut. The company, known as a GPU-as-a-Service provider, offers customers access to its massive fleet of Nvidia GPUs as needed -- so customers can literally rent by the hour and gain access for a short period of time or for a great deal of time.
As we can see through CoreWeave's surging revenue -- it more than doubled to reach $1.3 billion in the recent quarter -- this service has been in high demand.
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A $2 billion investment from Nvidia But the relationship with Nvidia doesn't end there. Nvidia owns shares of CoreWeave as part of its investment portfolio -- in fact, it's the company's biggest holding. And this brings me to the recent news. Nvidia just invested another $2 billion in CoreWeave Class A common stock, an effort to help the company reach its infrastructure buildout goals.
Does this make CoreWeave a buy? For aggressive investors looking for growth -- yes. Nvidia has proven itself to be a key financial supporter of CoreWeave, and this may reduce the risk that CoreWeave will fail to fund its buildout. And Nvidia also has a deep understanding of the AI market, so the company might be good at selecting potential winners. Though CoreWeave still comes with too much risk for the cautious investor, aggressive investors should consider buying and holding a few shares of this exciting AI player.
Adria Cimino has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy.
2026-02-01 20:301mo ago
2026-02-01 13:151mo ago
2 Monster Stocks to Hold for the Next 20 Years -- Including Microsoft (MSFT) Stock
These stocks have grown at an average annual rate of around 24% to 25% over the past decade, with plenty of room to keep growing.
We all want our stock portfolios to be full of monster stocks, but that's not an easy goal to achieve. If we're lucky, we will own a few, and their massive gains will help offset some inevitable losses.
Here are a few stocks that have been monster stocks -- and are likely to continue as such for the foreseeable future.
Image source: Getty Images.
1. Microsoft Microsoft (MSFT 0.83%) is huge, encompassing the dominant Office 365 suite of applications, the Azure cloud computing platform, the Xbox gaming platform, the Windows operating system, and even LinkedIn, among many other things. It's been a monster stock, too, averaging annual returns of 25% over the past decade -- and it's still growing. In its first quarter of fiscal 2026, revenue was up 18% year over year, while net income rose 12%.
Today's Change
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429.91
The company has been investing heavily in artificial intelligence (AI), and CEO Satya Nadella has said, "Our planet-scale cloud and AI factory, together with Copilots across high-value domains, is driving broad diffusion and real-world impact... It's why we continue to increase our investments in AI across both capital and talent to meet the massive opportunity ahead."
Microsoft is generating more cash than it needs to spend on growth, so it's paying shareholders a dividend -- that recently yielded 0.77%. (That might not seem like a lot, but it's growing briskly, too -- up from $2.09 per share in 2020 to $3.40 per share recently.)
Its stock is reasonably priced, as well, with a recent forward-looking price-to-earnings (P/E) ratio of 29, which is a bit below its five-year average of 30. It's highly rated by lots of Wall Street analysts and is likely to keep growing, in part because much of its business is conducted with other businesses -- that use its services to stay productive and secure. (Its Azure cloud platform, for example, posted a year-over-year revenue gain of 40% in the first quarter.)
2. Netflix Netflix (NFLX +0.37%) is another monster stock, and it has more growth potential. Over the past decade, it has averaged annual gains of 24%, and it, too, is still growing. Its fourth quarter of 2025 featured revenue of $12 billion, up nearly 18% year over year, with net income up 29% and forecast to rise by some 35% by the next quarter. Its advertising revenue is a key to its recent success. As the company has noted, "In 2025, which was only our third year selling advertising, ad revenue grew by more than 2.5x vs. 2024 to over $1.5 billion."
Today's Change
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0.31
Current Price
$
83.47
The stock is actually down about 12% over the past year (as of Jan. 26), in part due to uncertainty over its bid to acquire Warner Bros. Discovery, home to HBO and more. That bid was recently more than $70 billion, but others are also vying to make the acquisition. And some worry that Netflix may end up paying too much.
Netflix's stock also seems appealingly valued, which isn't often the case. Its recent forward P/E of 27 is well below its five-year average of 33.
Take a closer look at either or both of these companies, if they interest you. And if they don't, know that there are plenty of other compelling growth stocks out there.
Selena Maranjian has positions in Microsoft, Netflix, and Warner Bros. Discovery. The Motley Fool has positions in and recommends Microsoft, Netflix, and Warner Bros. Discovery. The Motley Fool has a disclosure policy.
2026-02-01 20:301mo ago
2026-02-01 13:261mo ago
A Once-in-a-Decade Investment Opportunity: 1 Artificial Intelligence (AI) Semiconductor Stock That Could Go Parabolic in 2026 (Hint: It's Not Nvidia)
Advanced Micro Devices is swiftly becoming a major source of parallel processing power for hyperscalers.
Throughout the artificial intelligence (AI) revolution, Nvidia (NVDA 0.72%) has been the 800-pound gorilla in the world of high-performance parallel processors. The company's pioneering role in designing graphics processing units (GPUs) gave it a massive first-mover advantage in the generative AI race that it has largely maintained.
That left Advanced Micro Devices (AMD 6.09%) as a far more minor player in the GPU landscape -- but one with ambitious goals. While it has taken some time for AMD to scale up its data center presence, the company is beginning to prove that its offerings can hold their own. Now, it's looking like 2026 could be a transformative year for the company, which could make AMD a lucrative investment opportunity.
Image source: Advanced Micro Devices.
AMD is beginning to win over the hyperscalers AMD's chips are handling a growing fraction of hyperscaler workloads. That's an important validation for the company's efforts to compete with the GPU leader. Microsoft, Meta Platforms, Oracle, and OpenAI are all complementing their existing Nvidia GPU stacks with AMD's Instinct accelerators.
This demonstrates that AI's largest developers view AMD's chips as credible alternatives to incumbent chip designs. It also shows that its wares are capable of handling large-scale AI applications and are not simply being deployed in testing or edge cases.
AMD's chips are being used for both training and inference workloads. In the long run, these dynamics may be able to yield better unit economics across memory and storage for big tech -- making AMD a lower-cost alternative to Nvidia, which currently commands enormous pricing power.
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AMD looks poised for explosive revenue and earnings growth While Nvidia's CUDA ecosystem remains the industry standard for powering hyperscaler workloads, AMD's competing ROCm software platform offers developers a new level of control, given its open-source approach. This is the opposite of Nvidia's lock-in strategy.
This flexibility is more than just a technological difference -- it could be a competitive advantage for big tech. By integrating AMD into a meaningful portion of their overall AI stacks, customers gain negotiating leverage over other suppliers. While it may not be obvious yet, AMD is starting to show some signs of disrupting Nvidia's structural moat.
Smart investors realize that AMD is not simply a cheaper alternative to Nvidia. The company's growing ability to win big contracts with hyperscalers could pave the way to further, sustained deal flow.
AMD's true value proposition lies in its ability to complement other architectures across various aspects of the AI value chain. AMD is more than just a GPU designer. The company is cross-selling CPUs and networking products to help developers build robust, end-to-end integrated systems.
Industry research suggests that the hyperscalers are going to spend over $500 billion on AI infrastructure this year. Given AMD's attractive cost profile and its comprehensive product suite, I would not be surprised to see big tech continue shifting its AI chip mix through further AMD deployments.
Even nominal market share gains for AMD could fuel meaningful revenue acceleration and profit margin expansion as the AI chip market continues to grow. AMD is slowly becoming a major beneficiary of AI diversification strategies.
This is what makes 2026 particularly interesting. AMD's evolving position in the data center market could result in the stock seeing significant valuation expansion throughout this year and beyond as the market continues to realize the company is not just a minor contender in the GPU arena but a core pillar supporting the AI infrastructure boom.
Adam Spatacco has positions in Meta Platforms, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Meta Platforms, Microsoft, Nvidia, and Oracle. The Motley Fool has a disclosure policy.
2026-02-01 20:301mo ago
2026-02-01 13:321mo ago
A Weakening Dollar Is Sending This Group of Stocks Sharply Higher. Should You Invest?
A weakening dollar is great for emerging market stocks.
The dollar is down 11% over the past year and more than 2% so far in 2026, as measured by the U.S. Dollar Index, or DXY, which gauges the dollar's strength against a basket of U.S. trade partner currencies.
The change in the dollar's value relative to other currencies is happening for a number of reasons, chief among them the unpredictable and volatile policies by the White House, including threats to take over Greenland, pressures on the Federal Reserve to cut interest rates, and unfunded tax cuts that will drive the national debt higher.
Such policies drive global investors away from dollar-denominated assets and into other safe haven assets like gold, which decreases global demand for dollars and the value of the dollar with it. So how is an investor to play this global macro trend?
Well, one great way is to invest in emerging market (EM) stocks. When the dollar weakens, they tend to do well. That was definitely the case in 2025, when the dollar fell 9% and EM stocks, as measured by the Vanguard FTSE Emerging Markets ETF (VWO 2.03%), rose 25.6%, crushing the S&P 500, which gained 17.7%.
NYSEMKT: VWOVanguard International Equity Index Funds - Vanguard Ftse Emerging Markets ETF
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A weaker dollar signals risk on for investors When the dollar weakens, it's often a sign of reduced risk aversion among global investors, meaning they're looking to put their money into jurisdictions and regions less secure than the U.S. and other advanced economies. So money flows into emerging market stocks, sending them higher. A weaker dollar also means more favorable exchange rates for emerging markets, boosting their economies and stock markets.
And of course, there's the current U.S. administration, which is embracing the weakening of the greenback. In fact, President Donald Trump continues to reiterate that he wants a weaker dollar. "I think it's great," Trump said on Jan. 27 about the weakening currency. "I think the value of the dollar -- look at the business we're doing. The dollar's doing great."
Also, there's the impending end of Jerome Powell's term as Federal Reserve chair, which will happen in early May. Powell has been very prudent with interest rate cuts. In fact, this past week the Fed's rate-setting committee declined to cut the Fed's target rate despite intense pressure from the White House to do so.
If you believe like I do that Trump will attempt to replace Powell with a chair who is much more willing to ease monetary policy, then it's likely that the dollar's decline will accelerate this year, as global capital drifts toward countries with higher rates. So the decline in the value of the dollar looks likely to continue for the foreseeable future.
And VWO is a great way to play it. By emerging markets, I'm not talking about the world's poorest nations. VWO holds about about 6,200 large-, mid-, and small-cap stocks from more than 20 emerging economies. Its biggest holdings are:
Taiwan Semiconductor Manufacturing (11%) Tencent Holdings (4.35%) Alibaba Group Holding (3%) HDFC Bank (1.2%) Other than Taiwan Semiconductor, no stock accounts for more than 5%, and the fund's 10 largest positions account for about 20% of its assets, which makes it highly diversified. Chinese stocks account for about a quarter of the fund's holdings, Taiwanese stocks about 23%, Indian stocks 15%, and Brazilian stocks 4%. The remainder is a diverse mix of stocks from middle-income emerging market countries around the world, from Mexico to South Africa and Thailand.
Image source: Getty Images.
Economic performance in many of these countries is improving as structural changes are bolstering growth. The International Monetary Fund recently raised its outlook for economic growth across emerging markets from 3.7% to 4.1%, and much of that improvement comes from a brighter forecast for China's economy.
Emerging markets are a bargain compared to U.S. equities And compared to U.S. stocks, which have had a huge run-up in recent years, emerging market stocks are cheap. The forward price-to-earnings ratio for these stocks is about 13.4. For the S&P 500 index, that ratio stands at about 22 right now. That makes emerging market stocks a huge bargain compared to U.S. stocks. Emerging market stocks are a great deal right now, and they look primed to outperform U.S. stocks again this year. Now is a great time to get in.
2026-02-01 20:301mo ago
2026-02-01 13:351mo ago
Why This AI Stock's Recent Pullback Could Be a Gift for Long-Term Investors
Broadcom's recent price dip makes the stock worth a close look.
Broadcom (AVGO +0.17%) shares have pulled back about 20% from the highs they hit in December, which could be a huge gift to investors. The company has one of the biggest growth opportunities in the artificial intelligence (AI) infrastructure space, and it is just getting started.
Famed portfolio manager Cathie Wood recently predicted that AI infrastructure spending would rise from around $500 billion to $1.4 trillion in 2030. While that would be good news in and of itself for Broadcom, what stood out even more was her prediction of how that spending would get spread out. The growth of spending on networking components was predicted to outpace the growth of compute, while AI ASICs (application-specific integrated circuits) were forecast to take some meaningful market share away from graphics processing units (GPUs).
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A networking and ASICs leader If Wood's prediction were to come to fruition, it would be a huge growth driver for Broadcom. The company is a leader in both networking components and ASIC technology.
Broadcom has a robust networking portfolio, consisting of components such as Ethernet switches, optical receivers, digital signal processors (DSPs), and network interface cards (NICs). These components are necessary to manage data flow and help transfer data and distribute AI workloads across servers. As AI chip clusters become increasingly larger and more complex, the importance and need for these components should grow.
While AI data center networking is a big opportunity, Broadcom has an even bigger one with custom AI chips. The company is at the forefront of helping customers create AI ASIC accelerators, which are custom, hardwired chips designed to handle specific tasks. While customers supply the designs, Broadcom provides the building blocks and intellectual property to turn these blueprints into physical chips. Meanwhile, its relationship with leading foundry Taiwan Semiconductor Manufacturing helps Broadcom procure the capacity to manufacture these chips at scale.
Image source: Getty Images.
Broadcom helped Alphabet with its highly successful tensor processing units (TPUs), which are ramping up rapidly for both Alphabet's own needs as well as for those of its top cloud computing customers. Anthropic recently placed a $21 billion TPU order with Broadcom to deploy the chips through Google Cloud.
Meanwhile, other customers are working to design their own custom AI ASICs, including Meta Platforms and OpenAI. Citigroup analysts recently projected that Broadcom's AI revenue would climb fivefold over the next two years, from $20 billion to $100 billion.
With Broadcom set to see absolutely explosive revenue growth in the coming years (it only produced $63.9 billion in total revenue this past fiscal year), the stock's recent dip is a gift for investors.
Citigroup is an advertising partner of Motley Fool Money. Geoffrey Seiler has positions in Alphabet, Broadcom, and Meta Platforms. The Motley Fool has positions in and recommends Alphabet, Meta Platforms, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.
2026-02-01 20:301mo ago
2026-02-01 13:561mo ago
QURE Investigation: Kessler Topaz Meltzer & Check, LLP Encourages uniQure N.V. (NASDAQ: QURE) Investors with Significant Losses to Contact the Firm
, /PRNewswire/ -- The law firm of Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) is currently investigating potential violations of the federal securities laws on behalf of investors of uniQure N.V. (NASDAQ: QURE) ("uniQure").
On November 3, 2025, uniQure issued a press release revealing that the FDA notified the company that data for its AMT-130, an investigational gene therapy for Huntington's disease, did not provide sufficient evidence to support uniQure's Biologics License Application ("BLA") submission. Specifically, uniQure disclosed that the company believes the FDA currently no longer agrees that data from the Phase I/II studies of AMT-130 may be adequate to provide the primary evidence in support of a BLA submission, and that the timing of the BLA submission for AMT-130 is now unclear as a result.
On this news, the price of uniQure's stock fell over 50%, from a close of $67.69 on October 31, 2025, to close at $34.29 on November 3, 2025.
If you are a uniQure investor and would like to learn more about our investigation, please CLICK HERE to fill out our online form or contact Kessler Topaz Meltzer & Check, LLP: Jonathan Naji, Esq. (484) 270-1453 or E-mail at [email protected]. You can also click on the following link or paste it in your browser: https://www.ktmc.com/uniqure-nv-investigation?utm_source=PR_Newswire&mktm=PR
Kessler Topaz Meltzer & Check, LLP (KTMC) is a leading U.S. plaintiff-side law firm focused on securities-fraud class actions and global investor protection. The firm represents individual investors as well as institutions, such as major pension funds, asset managers, and international investors. KTMC has led some of the largest recoveries in securities litigation and has been recognized by peers and the legal media with numerous accolades, including The National Law Journal's Plaintiff's Hot List and Trailblazers in Plaintiffs' Law, BTI Consulting Group's Honor Roll of Most Feared Law Firms, The Legal Intelligencer's Class Action Firm of the Year, Lawdragon's Leading Plaintiff Financial Lawyers, and Law360's Titans of the Plaintiffs Bar. The firm operates globally with offices in Pennsylvania and California. For more information about Kessler Topaz Meltzer & Check, LLP, please visit www.ktmc.com.
CONTACT:
Kessler Topaz Meltzer & Check, LLP
Jonathan Naji, Esq.
280 King of Prussia Road
Radnor, PA 19087
(484) 270-1453
[email protected]
May be considered attorney advertising in certain jurisdictions. Past results do not guarantee future outcomes.
SOURCE Kessler Topaz Meltzer & Check, LLP
2026-02-01 20:301mo ago
2026-02-01 14:001mo ago
USA Rare Earth: Government Giveths, Government Takeths Away
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 USAR 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.
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 any stock, 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.
2026-02-01 20:301mo ago
2026-02-01 14:001mo ago
Rosen Law Firm Encourages Newegg Commerce, Inc. Investors to Inquire About Securities Class Action Investigation – NEGG
NEW YORK--(BUSINESS WIRE)--Why: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Newegg Commerce, Inc. (NASDAQ: NEGG) resulting from allegations that Newegg may have issued materially misleading business information to the investing public. So what: If you purchased Newegg securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
2026-02-01 20:301mo ago
2026-02-01 14:001mo ago
DXC Names Rob Le Busque as Asia Pacific & Japan Leader
, /PRNewswire/ - DXC Technology (NYSE: DXC), a leading enterprise technology and innovation partner, today announced the appointment of Rob Le Busque as President of Asia Pacific & Japan (APJ), effective immediately. Le Busque will report to T.R. Newcomb, Chief Revenue Officer.
Rob Le Busque (CNW Group/DXC Technology Company) In his new role, Le Busque will be responsible for shaping DXC's APJ growth strategy, strengthening executive client relationships, and driving go-to-market execution and sales excellence across the region. He will align teams around priority industries and strategic accounts while leading complex, multi-year engagements that expand new and existing client partnerships to drive profitable growth.
"Rob brings a powerful combination of regional expertise, commercial leadership, and deep commitment to customers," said T.R. Newcomb, Chief Revenue Officer at DXC. "From leading large, diverse markets to building trusted relationships with some of the region's most influential organizations, he has consistently delivered growth and results at scale. His understanding of the APJ market and his ability to connect strategy, sales, and execution make him the right leader to accelerate our momentum and help customers modernize and operationalize AI with confidence."
Most recently, Le Busque served as Asia Pacific Regional Vice President at Verizon Business, the enterprise services and solutions division of Verizon Communications. During his tenure, he drove sustained growth across consulting, managed services, and cybersecurity while building trusted relationships with many of the region's largest public and private sector organizations.
Le Busque brings deep expertise in large-scale digital initiatives and cybersecurity, with a strong track record of delivering strategic outcomes and leading diverse, high-performing international teams. He also served on the board of the American Chamber of Commerce Australia and is a member of the Australian Institute of Company Directors (MAICD).
About DXC
DXC Technology (NYSE: DXC) is a leading global provider of information technology services. We're a trusted operating partner to many of the world's most innovative organizations, building solutions that move industries and companies forward. Our engineering, consulting and technology experts help clients simplify, optimize and modernize their systems and processes, manage their most critical workloads, integrate AI-powered intelligence into their operations, and put security and trust at the forefront. Learn more on dxc.com.
SOURCE DXC Technology Company
2026-02-01 20:301mo ago
2026-02-01 14:051mo ago
This Security Leader Is Turning Surging Cyber Threats Into Recurring Revenue
Palo Alto Networks is emerging as a leader in cybersecurity and one of the best growth stocks on the market.
Cybersecurity is a growth industry if ever there was one. A decade ago, it was just your computer or your phone that was connected to the internet. Today everything from your toaster to your TV has an internet connection.
To make matters worse, artificial intelligence (AI) has made a hacker's job much easier. It used to be that a hacker at least had to take a break to eat or sleep. But now, they can have an AI program running while they get some R&R after a long day of stealing your data.
Finally, quantum computers represent the digital equivalent of nuclear weapons in the cybersecurity arms race. Quantum machines have the theoretical capability to shred even the best encryption in minutes.
Image source: Getty Images.
Mercifully, they're out of reach for the average hacker, but the United States is not the only country working on quantum computers, nor is it the only country with the technical ability to build them.
Fortunately for all the individuals, businesses, and governments threatened by advances on the offensive side of the cybersecurity arms race, there's Palo Alto Networks (PANW +0.44%) standing ready with a shield against all the unsavory elements of the 21st century internet.
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Building a digital fortress Based in Santa Clara, California, Palo Alto Networks is a leading cybersecurity company that has clients in business and government the world over.
It offers three platforms that are AI powered and cloud enabled.
First is the Strata cloud manager, which allows a customer to combine all the nodes in their network and manage security across them from a single program. Strata alone has 70,000 customers, including 94 of the fortune 100.
Second is the Prisma Cloud, which is primarily focused on a client's AI applications and uses its own AI software to detect 1.5 million new attacks daily. Prisma is integrated with over 700 partners, giving it widespread reach.
Third and final is Cortex, which is the offensive arm of Palo Alto's product line. It's another AI-enabled program that can stop cyber threats in real time and shorten a client's response time by 98%. Cortex can also automate security responses, reducing manual labor by 75% for cybersecurity teams.
In all, Palo Alto's cybersecurity suite blocks 30.9 billion attacks per day, scans 480 billion security endpoints daily, and results in a 90% reduction in a client's mean time to remediate.
And the company's software clearly works given its extensive customer base, which includes Salesforce, Dell, the NHL, Chipotle, and NBC Universal (subsidiary of Comcast), to name a few. With a client list like that, you'd likely expect the balance sheet to be equally impressive. And you'd be right.
Being a digital bouncer pays well Let's start with the end of the company's fiscal 2025 and how Palo Alto is continuing its growth streak into its fiscal 2026.
In the fourth quarter of 2025, the company brought in $2.54 billion in revenue, up 16% year over year. Even bigger though was the company's annual recurring revenue (ARR) for the quarter, which topped $5.58 billion, up 32% year over year.
For the full fiscal year 2025, Palo Alto achieved an operating margin of 28.8%, up 150 basis points year over year; its earnings per share (EPS) surged 18% over its fiscal 2024; and its free cash flow hit $3.51 billion, up 12% year over year.
In Q1 of Palo Alto's fiscal 2026, revenue grew 16% over Q1 2025; its ARR grew by 29% over Q1 2025; its operating margin hit 30.2%, up 140 basis points over Q1 2025; its quarterly EPS grew 19% year over year; and its free cash flow grew 17% over Q1 2025.
Palo Alto also grew its cash reserves to just over $3 billion, while its debt stands at just $346 million, down 8.9%. It has the ability to pay off the entirety of its current debt several times over, which is always a nice thing to see.
The company has a target of $20 billion in ARR by the end of the decade. If it keeps growing like this, that should be more than manageable. The company met or exceeded its Q1 2026 guidance (set Oct. 19, 2025) for total revenue, ARR, and diluted EPS .
Palo Alto has more than doubled the S&P 500's return over the past five years. Despite its 3.8% loss over the last year, if it keeps putting up growth numbers like it has been, that dip is likely nothing more than a minor speed bump.
The company is staying ahead of the game. In order to counter quantum computer threats (which it expects to be commercialized by 2029), it has partnered with International Business Machines to find a solution for post-quantum cryptography.
In an increasingly connected world with cyber threats multiplying daily, Palo Alto has emerged as a leader in the arms race against cyber criminals. Any company with numbers like these is worth a look.
2026-02-01 20:301mo ago
2026-02-01 14:101mo ago
Why Tesla Stock Could Double as Optimus Reaches Human-Level Proficiency This Year
Wall Street analysts project strong earnings growth over the next few years.
Tesla (TSLA +3.38%) stock remains volatile but has quietly risen 134% over the past three years, significantly outperforming the S&P 500. The stock dipped following the company's fourth-quarter financial update, as investors weighed the prospect of higher capital spending and the near-term impact on profits.
However, the stock's high valuation continues to reflect Tesla's long-term opportunity in offering more profitable artificial intelligence (AI) services, including its Optimus humanoid robot. As Tesla prepares to start Optimus production by the end of this year, sentiment around the stock could shift, putting it on track to double over the next few years.
Image source: Tesla.
Optimus production could start by end of 2026 Autonomous cars and robots have the potential to add trillions of value to the economy in the coming decades. Tesla's high valuation suggests it is well positioned to grab its share. The company will showcase version 3 of Optimus in the first quarter, which is expected to reveal significant progress in its development with more human-like movements.
Tesla is preparing to start producing Optimus later this year. It is ending production of its Model S/X vehicles to repurpose those production lines for Optimus. This opens the door for Tesla to eventually scale output to 1 million units annually.
There are several companies worldwide developing humanoids. But Tesla has the production capacity and AI training capabilities to be a major player. The key advantage for Tesla is access to real-world video data from its vehicle fleet, which helps teach Optimus nuanced decision-making that other robot makers lack.
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Why the stock can double from here One reason the stock trades at a rich valuation is Tesla's transition to a services business model, and the same applies to Optimus. The lifetime value of a product that can work 24/7 and never get tired (other than occasional maintenance) is extremely high. This is why Tesla will likely monetize Optimus like a service, similar to its robotaxis and full self-driving (FSD) subscriptions.
At full production capacity, Optimus is expected to become a highly profitable, recurring revenue business. While it will take several years before Optimus meaningfully impacts Tesla's financials, the stock market is forward-looking. As production of Optimus inches closer, the stock could begin discounting future earnings from this new product and move higher, similar to how it performed last year as Tesla launched its robotaxi service.
Patience is key. I wouldn't buy Tesla stock expecting it to double this year. But if Tesla delivers on Wall Street's expectations for earnings to grow 25% on an annualized basis over the next few years, that's enough fuel for the stock to potentially double.
There are plenty of strong growth and value stocks available to buy right now.
If you've got $500 sitting around, there are shares of a few companies that you can scoop up. If you don't have access to fractional shares at your brokerage, this task may be a bit more difficult. However, all of the stocks on this list can be purchased with just $500.
I think these are well worth the price, and investors will be happy about their decision at the end of 2026.
Image source: Getty Images.
Nvidia Nvidia (NVDA 0.72%) trades for about $190 per share, and it's a must-own for nearly every investor. Nvidia is at the middle of the artificial intelligence buildout, and its graphics processing units (GPUs) are the most popular computing option available. It has become the world's largest company by market cap thanks to huge AI demand, and that doesn't look to be slowing anytime soon.
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For the fourth quarter, Wall Street analysts expect 67% growth, and 52% growth in fiscal year 2027 (ending January 2027). This indicates that the AI buildout still has a lot of room to run, and if it does, Nvidia is a top option to invest in.
PayPal While Nvidia is at the fast-growing, high-execution end of the spectrum, PayPal (PYPL 0.79%) is on the other end.
PayPal is lucky to generate high single-digit revenue growth, so it may seem like a poor stock to invest in as a result. However, management is using all available free cash flow to repurchase shares and drive the earnings per share (EPS) figure higher. This leads to market-beating growth when analyzed from an EPS perspective.
PYPL Revenue (Quarterly YOY Growth) data by YCharts
Despite that solid track record, PayPal's stock trades for less than 10 times forward earnings. That's an absolute steal and will allow for share repurchase to be far more effective. The stock could easily rise 50% based on valuation alone, and I think it's an incredible value play in the market right now.
At $55 per share, that leaves a little over $250 to spend on my last pick.
Amazon Last is Amazon (AMZN 1.02%), which trades for about $245 per share. Amazon was a poor performer in 2025, as it lost to the market despite delivering a positive return overall. However, I think 2026 could be the year it soars, because its cloud computing business is starting to accelerate alongside high execution in its commerce segments.
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Amazon is one of the world's most powerful companies, and it is primed to deliver solid, market-beating returns in 2026 as long as the rest of the year looks similar to the results in Q3. We'll find out what 2026 holds for Amazon during its earnings report on Feb. 5, but I think it will be a great year for the stock.
Keithen Drury has positions in Amazon, Nvidia, and PayPal. The Motley Fool has positions in and recommends Amazon, Nvidia, and PayPal. The Motley Fool recommends the following options: long January 2027 $42.50 calls on PayPal and short March 2026 $65 calls on PayPal. The Motley Fool has a disclosure policy.
2026-02-01 20:301mo ago
2026-02-01 14:151mo ago
INVESTOR DEADLINE: Klarna Group plc (KLAR) Investors with Significant Losses Have Opportunity to Lead Class Action Lawsuit, Robbins Geller Rudman & Dowd LLP Announces
SAN DIEGO, Feb. 01, 2026 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Klarna Group plc (NYSE: KLAR) securities pursuant and/or traceable to Klarna’s offering documents issued in connection with Klarna’s September 10, 2025 initial public offering (“IPO”), have until Friday, February 20, 2026 to seek appointment as lead plaintiff of the Klarna class action lawsuit. Captioned Nayak v. Klarna Group plc, No. 25-cv-07033 (E.D.N.Y.), the Klarna class action lawsuit charges Klarna as well as certain of Klarna’s top executives and directors, authorized representatives, and underwriters of the IPO with violations of the Securities Act of 1933.
If you suffered substantial losses and wish to serve as lead plaintiff of the Klarna class action lawsuit, please provide your information here:
You can also contact attorney J.C. Sanchez of Robbins Geller by calling 800/449-4900 or via e-mail at [email protected].
CASE ALLEGATIONS: Klarna provides payment, advertising, and digital retail banking solutions to consumers and merchants. According to the Klarna class action lawsuit, on or about September 10, 2025, Klarna conducted its IPO, issuing approximately 34 million shares to the public at the offering price of $40.00 per share.
The Klarna class action lawsuit alleges that the IPO’s offering documents were materially false and/or misleading and/or omitted to state that Klarna materially understated the risk that its loss reserves would materially go up within a few months of the IPO, which defendants either knew of or should have known of given the risk profile of many individuals agreeing to Klarna’s buy now, pay later loans.
The Klarna investor class action further alleges that on November 18, 2025 Bloomberg News published an article entitled “Klarna Revenue Surges Yet Longer Loans Trigger Provisions,” reporting that Klarna “posted a net loss of $95 million, as the firm set aside more money for potentially souring loans. [Klarna] said provisions represented 0.72% of gross merchandise volume, up from 0.44% a year ago. Provisions for loan losses came in at $235 million, above analyst estimates of $215.8 million.”
By the commencement of the Klarna shareholder class action lawsuit, Klarna’s stock price was trading as low as $31.31 per share, significantly below the $40 per share IPO price.
THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired Klarna securities pursuant and/or traceable to the IPO to seek appointment as lead plaintiff in the Klarna class action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the Klarna investor class action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the Klarna shareholder class action lawsuit. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the Klarna class action lawsuit.
ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world’s leading law firms representing investors in securities fraud and shareholder litigation. Our Firm has been ranked #1 in the ISS Securities Class Action Services rankings for four out of the last five years for securing the most monetary relief for investors. In 2024, we recovered over $2.5 billion for investors in securities-related class action cases – more than the next five law firms combined, according to ISS. With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs’ firms in the world, and the Firm’s attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever – $7.2 billion – in In re Enron Corp. Sec. Litig. Please visit the following page for more information:
Past results do not guarantee future outcomes.
Services may be performed by attorneys in any of our offices.
Contact:
Robbins Geller Rudman & Dowd LLP
J.C. Sanchez, Jennifer N. Caringal
655 W. Broadway, Suite 1900, San Diego, CA 92101
800-449-4900 [email protected]
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Kevin Warsh’s Fed nomination may reshape January payrolls reaction. (0:17) Amazon and Alphabet earnings spotlight AI demand and cost cuts. (1:01) Bitcoin dips below $80K as investors debate rotation back. (2:00)
The following is an abridged transcript:
This week brings another dose of the mega and the macro. More megacap earnings arrive alongside the January jobs report.
Economists expect nonfarm payrolls rose by 68K last month, with the unemployment rate holding steady at 4.4 %.
But this time, the jobs numbers come with a twist. The actual figures may play second fiddle to what new Fed-chair nominee Kevin Warsh has to say about them.
If payrolls come in hotter than expected, does he still stick to the White House script that rates need to come down?
Seeking Alpha analyst Hawkinvest says the labor market “could deteriorate rapidly from here,” with AI giving companies an option to increase layoffs and forgo new hires. They add that if the job market continues to soften, it could ease inflation pressures through 2026 and give the Fed more room to cut than some policymakers currently expect.
Turning to the earnings calendar, two more megacaps are up this week: Alphabet (GOOG) (GOOGL) reports Wednesday, and Amazon (AMZN) reports Thursday.
Amazon is expected to post EPS of $1.94 on revenue of $211B, and analysts are leaning toward an upside surprise. Seeking Alpha analyst Nova Capital says AWS capacity additions — including more than a gigawatt in Q4 — should help convert backlog into revenue, as AI infrastructure demand continues to outpace supply across regions.
Nova also points to Amazon’s recent layoffs — roughly 10% of its corporate workforce — as another potential tailwind, as the company shifts from high-cost labor toward AI-driven agents and machine learning models. That theme is still echoing across Big Tech.
Beyond the megacaps, it’s a packed week.
Monday brings results from Palantir (PLTR) and Walt Disney (DIS).
Tuesday is busy with AMD (AMD), Merck (MRK), PepsiCo (PEP), Amgen (AMGN) and Pfizer (PFE).
Wednesday has Eli Lilly (LLY), AbbVie (ABBV), Uber (UBER) and Qualcomm (QCOM). Shell (SHEL) reports Thursday, and Friday wraps with Toyota (TM) and Philip Morris (PM).
In the news this weekend, bitcoin (BTC-USD) slipped below $80K, the lowest level since April 2025, marking its fourth straight monthly drop.
The total crypto market cap is down about 4%, below $2.8T, while bitcoin has slipped behind Tesla (TSLA) to become the world’s 12th-largest asset by market cap, according to CoinGecko.
But with a Strong Buy rating, Seeking Alpha Investing Group Leader James Foord remains bullish. “Ultimately, I think we could very well see a rotation into bitcoin,” he said. “It’s happened before, there are fundamental reasons to support this, and the technicals also line up.”
And for income investors: Citigroup (C) goes ex-dividend Monday, paying out Feb. 27. MetLife (MET) goes ex-dividend Tuesday with a March 10 payout date. And Valero (VLO) goes ex-dividend Thursday, paying out March 9.
Slide Insurance Holdings is rated a speculative buy, as intrinsic undervaluation and robust underwriting discipline offset short-term catastrophe risks. SLDE's strong ROE, disciplined risk selection, and competitive reinsurance structure underpin durable profitability, even in a volatile coastal insurance market. Geographic expansion, proprietary tech-enabled underwriting, and active share repurchases support long-term growth and signal management confidence.
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Ford held talks with China's EV maker Xiaomi over partnership: report
Ford has held talks with electric-vehicle maker Xiaomi about forming a joint venture to manufacture EVs in the US, the Financial Times reported on Saturday, citing people familiar with the matter.
A Ford spokesperson denied the FT report, calling it “completely false” in an X post. A Xiaomi spokesperson also dismissed the report.
“Xiaomi does not sell its products and services in the United States and is not negotiating to do so,” said the Xiaomi spokesperson.
A Ford spokesman has denied the Financial Times report that it is in talks with Chinese vehicle-maker Xiaomi. REUTERS Some major US automakers and lawmakers are concerned about Chinese government-backed automakers and battery manufacturers gaining entry to the US to open manufacturing plants, arguing the industry’s future is at stake.
Earlier this week, the Republican chair of a US House committee sent a letter to Ford CEO Jim Farley asking about whether the automaker plans to form a joint venture with Chinese automaker BYD, and warning about potential risks.
“China has already shown in recent months that it will weaponize the auto supply chain. This is a serious vulnerability and it would only get worse if Ford enters into a new partnership with BYD,” Michigan Rep. John Moolenaar said in the letter sent on Wednesday.
Moolenaar also raised concerns about the automaker’s plans to build a $3 billion data center making batteries with technology from Chinese company CATL.
A Xiaomi spokesperson has denied the FT report. SOPA Images/LightRocket via Getty Images North American automakers have scaled back their costly EV push after struggling to keep pace with Chinese rivals, losing out on tax credits and pivoting toward cheaper models and hybrids instead.
Ford said in December last year it would take a $19.5 billion writedown and scrap several EV models.
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Forget AI Stocks: This REIT Could Be Your Ticket to AI Profits
Prologis can make a lot of money developing AI data centers over the coming decade.
AI stocks have been the hot trade over the past year. Companies like Nvidia have made a mint by developing GPUs and other chips for data centers training AI models. The semiconductor's data center revenue has exploded 66% over the past year. That has helped drive a nearly 50% surge in Nvidia's stock price in the last 12 months.
However, the Nvidias of the world aren't the only ticket to AI profits. AI companies need physical real estate to house all their Nvidia Blackwell GPUs and other tech hardware to support their AI ambitions. That's opening the doors to a generational value-creation opportunity for Prologis (PLD +0.11%) to leverage its expertise in constructing powered building shells to cash in on the AI megatrend.
Image source: Getty Images.
Right in Prologis' wheelhouse Prologis is one of the world's largest real estate investment trusts (REITs). It has a nearly irreplaceable portfolio of roughly 5,900 buildings totaling 1.3 billion square feet across 20 countries. Prologis has developed many of these buildings from the ground up.
The leading industrial REIT's development experience has led it to build a vast land bank to support its future growth. It has enough land to support $42.6 billion in total future investments. Prologis has also become a leader in installing solar and battery storage systems at its sites to provide for its customers' power needs, installing over 1 gigawatt (GW) across its portfolio.
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Prologis's experience in constructing powered building shells has led it to start investing developing data centers. It's building these facilities on some of its land bank.
A generational value-creation opportunity The world needs to invest a staggering $7 trillion in data centers by 2030 to keep pace with the growth in compute power, according to McKinsey Research. Prologis is working to secure a slice of this massive opportunity. It has started developing modern AI-enabled buildings to suit the needs of large-scale data center operators. It will build facilities from the ground up or convert existing warehouses to data centers.
Prologis believes that it can build up to 10 GW of data center capacity over the next decade. That would require an investment of $30 billion to $50 billion. The company estimates that this investment has the potential to create $7.5 billion to $25 billion in value for its shareholders. That's due to the very lucrative economics of data center development projects. While each project costs $150 million to $500 million (much higher than a warehouse, which costs between $25 million and $75 million), the development yields are also much higher at 7.5% to 10% compared to 6%-7% for a warehouse development.
Leveraging its expertise to cash in on AI's real estate needs Companies need physical space in data centers with secure power sources to support their AI operations. That has opened the doors to a very lucrative opportunity for Prologis to leverage its development experience, power expertise, and land bank to build data centers. These investments should be highly profitable for the REIT, making it a great way to grab some AI profits without chasing high-flying AI stocks like Nvidia.
Matt DiLallo has positions in Prologis. The Motley Fool has positions in and recommends Nvidia and Prologis. The Motley Fool has a disclosure policy.
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Good Fortune Is Here: A Bottom-Basement Lithium Discount to Own Equity in Elektros Inc. - for Billionaires, Millionaires, and Everyone in Between
Company Retains Ludlow Consulting to Elevate Institutional-Grade Messaging, Media Relations and AI-Enabled Investor Engagement
SUNNY ISLES BEACH, FLORIDA / ACCESS Newswire / February 1, 2026 / Elektros Inc. (OTC PINK:ELEK), a hard-rock lithium mining developer with operations in Sierra Leone, today announced it has retained Ludlow Consulting as its strategic communications advisor to enhance corporate messaging, media visibility, and shareholder engagement.
The Company believes the current market environment represents a rare bottom-basement entry opportunity - a once-in-a-lifetime discount level - to own equity in a lithium mining company, Elektros Inc. This opportunity is positioned for billionaires, millionaires, and every investor in between seeking entry-level exposure to lithium at an early stage.
The engagement is designed to support the Company's next phase of growth through the development of an integrated public relations, media relations, and investor relations framework aligned with public company best practices and compliance standards.
Under this advisory mandate, Elektros will be guided in modernizing shareholder communications through AI-enhanced investor relations solutions. This includes strategic support for retrieval-augmented generation (RAG) knowledgebase integration for virtual investor-facing communications, institutional-grade investor materials, and targeted digital outreach to mining-sector stakeholders.
Ludlow Consulting will also advise on establishing a corporate advisory board comprised of mining, critical minerals, and institutional resources expertise to support Elektros' long-term corporate positioning and execution strategy.
"In today's market, strong communications and disciplined stakeholder engagement are essential to building credibility and long-term shareholder value," said Thomas Bustamante, Founder of Ludlow Consulting. "Our mission is to help Elektros create consistent, professional messaging and a modern investor relations foundation that can scale alongside the Company's operational progress."
"We feel incredibly fortunate to be developing our lithium opportunity in Sierra Leone at a moment when demand for critical minerals is accelerating worldwide," said Shlomo Bleier, CEO of Elektros. "We have an exceptional team with boots on the ground, and we're proud of the coordination, discipline, and commitment it takes to build a special company around a resource that is becoming increasingly vital to the clean energy transition. We believe Elektros is positioned on the forefront of hard-rock lithium development, and we're grateful - and we thank God - to have the people, partners, and momentum to move forward into the next phase, including initial stockpiling efforts. This is only the beginning. We look forward to providing updates as milestones are achieved, and we are proud to have Ludlow Consulting on our team as we advance in the clean energy sector."
For more information, visit www.elektros.energy/investors.
About Elektros, Inc.
Elektros Inc. (OTC PINK: ELEK) business plan is to develop an artisanal mining operation based in Sierra Leone, Africa. This operation focuses on hard-rock lithium exploration, development, and the eventual exportation of mined material to lithium refineries in the United States. www.elektros.energy
Why Lithium Matters Now
Lithium is a critical ingredient in modern rechargeable batteries, powering electric vehicles and enabling grid-scale energy storage. As EV adoption expands and energy security becomes a central priority worldwide, access to reliable lithium supply is increasingly viewed as strategic.
Selected Industry Commentary on Lithium's Importance
Reuters: "Lithium [is a] key element for electric vehicle ramp up."
Bloomberg: "Lithium ... [is] a key ingredient in the batteries that power electric vehicles."
Financial Times: "Lithium price squeeze adds to cost of the energy transition."
Benzinga: "Lithium - a critical battery metal."
Wall Street Journal: "Lithium is the new gasoline for the electric-vehicle era."
Elektros believes Sierra Leone and the broader African region have an important role to play in responsibly developing critical mineral supply chains, including lithium resources needed to support EV manufacturing and energy storage worldwide.
Cautionary Language Concerning Forward-Looking Statements
This release contains "forward-looking statements" that include information relating to future events and future financial and operating performance. The words "may," "would," "will," "expect," "estimate," "can," "believe," "potential," and similar expressions are intended to identify forward-looking statements. Forward-looking statements are not guarantees of future performance or results and involve risks and uncertainties.
Elektros Inc. is a small company today, but we aspire to build toward the scale, discipline, and market leadership demonstrated by leading companies in the lithium sector - and we aim to join that peer group in the near future.
SOURCE: Elektros, Inc.
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ConocoPhillips and Trump's Venezuela Play: Is This a Hidden Catalyst or Just More Noise for Investors?
ConocoPhillips stock is soaring to start 2026, but investors have other reasons to consider this oil giant beyond Venezuela.
The bullish case for oil stocks received a significant boost earlier this month when U.S. forces captured the now former Venezuelan President Nicolas Maduro, sparking hope that the petroleum-rich country will eventually be open to Western oil majors.
Count ConocoPhillips (COP +1.37%) among the domestic oil equities in rally mode to start 2026. January isn't over yet, but this stock is higher by more than 8%. How much, if any, of that move is attributable to Venezuela is up for debate.
Regime change is afoot in Venezuela, but that's not a primary catalyst for shares of ConocoPhillips. Image source: Getty Images.
Yes, there's been not-so-gentle cajoling from President Trump toward U.S. oil giants, including ConocoPhillips, to be prepared to invest in the South American country. Maybe they will. Perhaps they won't, but the point is that investors ought to be careful when considering this stock as a Venezuelan play, and that's not an indictment of the company.
ConocoPhillips has Venezuelan scores to settle Investors who have been actively keeping up with the situation in Venezuela by now likely know that Chevron (CVX +3.15%) is the only domestic oil company operating there, but we're talking about ConocoPhillips here.
Like rival ExxonMobil (XOM +0.51%), Conoco was banished from the country in 2007 when then-President Hugo Chavez nationalized the nation's energy industry. So while access to any member of the Organization of Petroleum Exporting Countries (OPEC) is coveted, history alone could give Conoco pause about rushing back to Venezuela. Then there's the matter of derivatives of that history.
When accounting for interest, Conoco has legal claims against Venezuela totaling $12 billion. Exxon's amount to $20 billion, but that company is hoping to recoup $12 billion, too. At $12 billion apiece, Conoco and Exxon are two of Venezuela's biggest non-sovereign creditors. That's not chump change. In fact, $12 billion is nearly 10% of Conoco's market capitalization as of Jan. 28.
There's speculation that Exxon and Conoco would tie future investment in Venezuela to recouping those debts, but the White House views that as a long-term matter, not something to grapple with in the near term. Said another way, the Trump administration wants U.S. oil companies to invest in Venezuela, but it's not going to play debt collectors to make that happen.
Conoco keeps a low risk profile Investors experienced in the oil patch know this segment is ripe with idiosyncratic risk, or issues that are germane to a specific industry. It's difficult, perhaps impossible, to eliminate all idiosyncratic risk in the oil industry, but producers can take steps to minimize broader turbulence. Conoco does that, and not at the expense of shareholders, as the stock outpaced Chevron over the past five years.
COP data by YCharts
For example, Conoco's largest production region is the lower 48 states. Its other significant regional exposures include Alaska, Canada, and Europe. While it does explore and produce in some potentially politically volatile corners of the globe, it's not biting off excessive risk on that front.
That may be a sign that Conoco's Venezuela story will be penned over years, not weeks or months, if it's written at all.
Quantum computing might be the next tech megatrend.
Growth investors are always on the lookout for the next possible tech megatrend that has the potential to create life-changing wealth for those who buy in early. If the more optimistic projections are accurate, quantum computing could be that next trend, and it could start delivering on its promise within the next five years.
D-Wave Quantum (QBTS 8.76%) is one of a number of publicly traded pure-play quantum computing specialists trying to make a name for themselves. But what might the next half-decade have in store for its investors?
What is quantum computing?
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Conventional computers store and process data in bits, which can only be in one of two states: 1 or 0. Quantum computers use "qubits," which (through the peculiar properties of quantum mechanics) can temporarily exist in a state called superposition -- having values that are neither 1 nor 0, but probability amplitudes. This allows them to perform calculations in an entirely different way from the digital devices we use every day. If they can be made to work in a reliable and cost-effective way, quantum computers could have numerous commercial applications, as they can, in theory, rapidly solve certain unusually complex types of problems that would take the world's most powerful supercomputers years or centuries.
Among the most commonly cited potential real-world applications for quantum computing are pharmaceutical drug discovery, materials science, logistics, and cybersecurity. But as with many new technologies, more applications are likely to emerge as it matures. And the timelines for bringing this technology to market in a serious way seem remarkably optimistic.
Industry leader IBM, which has been working on the technology since the 1980s, has said it believes it will be able to build a large-scale fault-tolerant quantum computer by 2029. Alphabet is also setting an aggressive timeline, projecting that commercially viable quantum computers could be ready within five years.
Two of the key challenges every company working on this technology is trying to solve are error mitigation and correction. Qubits are incredibly sensitive to outside interference, and as a result, they can easily switch states, resulting in the computers delivering incorrect results. In late 2024, Alphabet impressed the tech world by announcing that its Willow quantum chip had solved a key aspect of the error correction problem. That could pave the way for useful large-scale quantum computing systems.
Can D-Wave Quantum keep up? At first glance, it's difficult to imagine how a small, relatively poorly capitalized start-up like D-Wave Quantum can hope to compete with industry giants like IBM and Alphabet. The larger companies have more experience developing technology and dramatically more money to spend on their efforts. For example, Alphabet spent $48.32 billion on research and development in 2024 alone. That's roughly six times D-Wave Quantum's entire market capitalization.
That said, D-Wave might be able to capture a slice of this new market because it's developing a variant of the technology that few others are pursuing: quantum annealing. These types of quantum computers are designed not to find necessarily the best single answer to the complex calculations they are handling, but answers that are extremely close to optimal. This would make them particularly useful in applications like logistics, manufacturing, machine learning, and finance.
Image source: Getty Images.
While experts generally agree that commercially viable quantum computers are at least half a decade away, D-Wave Quantum has made a few early sales of its quantum annealing devices -- likely for experimental purposes. This month, Florida Atlantic University signed a $20 million contract to purchase and install one of D-Wave's Advantage2 quantum annealing computers on its campus in Boca Raton. And several other deals were recorded in 2025.
Where will D-Wave Quantum stock be in five years? To understand where D-Wave Quantum will be in five years, it makes sense to look at its current operations. The picture is complex. On the positive side, its revenue surged 100% year over year in the third quarter to $3.7 million. But that's an extremely small number for a company with a market cap of over $8 billion. Shares trade at an eye-popping price-to-sales multiple of 286. For reference, the S&P 500's average P/S ratio is 3.5.
This lofty and speculative valuation prices D-Wave for years of perfection, leaving the stock with little room for fundamentals-driven growth. And that's not even considering the risks that commercially viable quantum may take longer to actualize than industry leaders expect, or that D-Wave won't be among the industry's winners. In that light, D-Wave remains a speculative and risky pick. Investors should wait on the sidelines at least until its valuation drops to a less stratospheric level or more information supporting its investment thesis becomes available.
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MONDAY INVESTOR DEADLINE: Blue Owl Capital Inc. Investors with Substantial Losses Have Opportunity to Lead Investor Class Action Lawsuit, Robbins Geller Rudman & Dowd LLP Announces
, /PRNewswire/ -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Blue Owl Capital Inc. (NYSE: OWL) securities between February 6, 2025 and November 16, 2025, both dates inclusive (the "Class Period"), have until this upcoming Monday, February 2, 2026 to seek appointment as lead plaintiff of the Blue Owl class action lawsuit. Captioned Goldman v. Blue Owl Capital Inc., No. 25-cv-10047 (S.D.N.Y.), the Blue Owl class action lawsuit charges Blue Owl and certain of Blue Owl's top executives with violations of the Securities Exchange Act of 1934.
If you suffered substantial losses and wish to serve as lead plaintiff of the Blue Owl class action lawsuit, please provide your information here:
You can also contact attorney J.C. Sanchez of Robbins Geller by calling 800/449-4900 or via e-mail at [email protected].
CASE ALLEGATIONS: Blue Owl is an alternative asset manager.
The Blue Owl class action lawsuit alleges that throughout the Class Period defendants failed to disclose that: (i) Blue Owl was experiencing a meaningful pressure on its asset base from business development company ("BDC") redemptions; (ii) as a result, Blue Owl was facing undisclosed liquidity issues; and (iii) consequently, Blue Owl would be likely to limit or halt redemptions of certain BDCs.
The Blue Owl class action lawsuit further alleges that on October 30, 2025, Blue Owl reported financial results for the third quarter of 2025, including: fee-related earnings of only $376.2 million, which missed consensus estimates; fee-related earnings margins of 57.1% which missed expectations by roughly 20 basis points; and performance revenue, which fell 33% year over year to only $188,000. On this news, the price of Blue Owl stock fell, according to the complaint.
Then, on November 5, 2025, the complaint alleges two of Blue Owl's direct lending businesses, Blue Owl Capital Corporation ("OBDC") and Blue Owl Capital Corporation II ("OBDC II"), announced that they had entered into a definitive merger agreement, that "OBDC II does not anticipate conducting additional tender offers prior to the merger," that the "proposed merger enhances liquidity for shareholders of the combined company," that under the terms of the proposed merger, "shareholders of OBDC II will receive newly issued whole shares of OBDC for each share of OBDC II based on the exchange ratio determined prior to closing," and that "[t]he exchange ratio will be calculated based upon (i) the NAV [net asset value] per share of OBDC and OBDC II, each determined before merger close and (ii) the market price of OBDC common stock ('OBDC Price') before merger close." On this news, the price of Blue Owl stock fell nearly 5%, the Blue Owl class action lawsuit alleges.
Finally, the Blue Owl class action lawsuit alleges that on November 16, 2025, Financial Times published an article entitled "Blue Owl private credit fund merger leaves some investors facing 20% hit," which provided an interview with the chief financial officer of OBDC, Jonathan Lamm, revealing that "[i]f shareholders were to vote down the deal, [Lamm] acknowledged that Blue Owl Capital Corporation II might be forced to limit redemptions." The article allegedly further reported details of two critical aspects of the merger: (i) OBDC II investors would indeed be blocked from making any redemptions until the merger completes in 2026; and (ii) as part of the merger, OBDC II shareholders would see the value of their investments fall by about 20% because they would be forced to exchange OBDC II shares for OBDC shares at a rate based on OBDC's market price, but because OBDC shares trade at a discount of about 20% to the stated value of its assets, OBDC II shareholders would see the value of their investments reduced by that amount. On this news, the price of Blue Owl stock fell nearly 6%, according to the complaint.
THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired Blue Owl securities during the Class Period to seek appointment as lead plaintiff in the Blue Owl class action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the Blue Owl investor class action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the Blue Owl shareholder class action lawsuit. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the Blue Owl class action lawsuit.
ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world's leading law firms representing investors in securities fraud and shareholder litigation. Our Firm has been ranked #1 in the ISS Securities Class Action Services rankings for four out of the last five years for securing the most monetary relief for investors. In 2024, we recovered over $2.5 billion for investors in securities-related class action cases – more than the next five law firms combined, according to ISS. With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs' firms in the world, and the Firm's attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever – $7.2 billion – in In re Enron Corp. Sec. Litig. Please visit the following page for more information:
Services may be performed by attorneys in any of our offices.
Contact:
Robbins Geller Rudman & Dowd LLP
J.C. Sanchez
655 W. Broadway, Suite 1900, San Diego, CA 92101
800-449-4900
[email protected]
SOURCE Robbins Geller Rudman & Dowd LLP
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2026-02-01 15:051mo ago
INVESTOR NOTICE: F5, Inc. (FFIV) Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit, Robbins Geller Rudman & Dowd LLP Announces
, /PRNewswire/ -- The law firm of Robbins Geller Rudman & Dowd LLP announces that the F5 class action lawsuit – captioned Smith v. F5, Inc., No. 25-cv-02619 (W.D. Wash.) – seeks to represent purchasers or acquirers of F5, Inc. (NASDAQ: FFIV) securities and charges F5 as well as certain of F5's executives with violations of the Securities Exchange Act of 1934.
If you suffered substantial losses and wish to serve as lead plaintiff of the F5 class action lawsuit, please provide your information here:
You can also contact attorney J.C. Sanchez of Robbins Geller by calling 800/449-4900 or via e-mail at [email protected]. Lead plaintiff motions for the F5 class action lawsuit must be filed with the court no later than Tuesday, February 17, 2026.
CASE ALLEGATIONS: F5 is a global multi-cloud application security and delivery company which enables customers to deploy, secure, and operate applications on-premises or via public cloud.
The F5 class action lawsuit alleges that throughout the Class Period, defendants created the false impression that they possessed reliable information pertaining to F5's projected revenue outlook and anticipated growth while also minimizing risk from seasonality and macroeconomic fluctuations. The complaint alleges that in truth, F5's optimistic claims, touting its purported best-in-industry security and overall emphasis and confidence in F5's ability to meet and capitalize on the growing security needs for its clientele fell short of reality; F5 was, at the time, the subject of a significant security incident, placing its clientele's security and F5's future prospects at significant risk.
The F5 class action lawsuit further alleges that on October 15, 2025, F5 disclosed that "[i]n August 2025, we learned a highly sophisticated nation-state threat actor maintained long-term, persistent access to, and downloaded files from, certain F5 systems. These systems included our BIG-IP product development environment and engineering knowledge management platforms." On this news, the price of F5 stock fell nearly 14% over two trading days, according to the complaint.
Then, on October 27, 2025, the F5 class action lawsuit further alleges that F5 published its fourth quarter fiscal year 2025 results, providing significantly below-market growth expectations for fiscal 2026 due in significant part to the security breach as F5 announced expected reductions to sales and renewals, elongated sales cycles, terminated projections, and increased expenses attributed to ongoing remediation efforts. Defendants also allegedly disclosed that BIG-IP, the product that was the subject of the security breach, is F5's highest revenue product. On this news, the price of F5 stock fell nearly 11% over two trading days, according to the complaint.
THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired F5 securities during the Class Period to seek appointment as lead plaintiff in the F5 class action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the F5 investor class action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the F5 shareholder class action lawsuit. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the F5 class action lawsuit.
ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world's leading law firms representing investors in securities fraud and shareholder litigation. Our Firm has been ranked #1 in the ISS Securities Class Action Services rankings for four out of the last five years for securing the most monetary relief for investors. In 2024, we recovered over $2.5 billion for investors in securities-related class action cases – more than the next five law firms combined, according to ISS. With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs' firms in the world, and the Firm's attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever – $7.2 billion – in In re Enron Corp. Sec. Litig. Please visit the following page for more information:
, /PRNewswire/ -- As Florida continues to experience the coldest air in the state since 2018, Duke Energy is asking all customers to voluntarily reduce their energy use from 5 to 9 a.m. EST on Monday, Feb. 2, 2026.
This is due to extremely cold temperatures that are driving unusually high demand for electricity across the southeast. It is meant to help protect the grid and keep electricity flowing for as many customers as possible.
Below are ways customers can lower their energy use:
Reduce your thermostat to the lowest comfortable setting. The closer you match your thermostat to outdoor temperatures, the less energy you use. Avoid using appliances such as washing machines, dryers and dishwashers between 5 and 9 a.m. on Monday, Feb. 2, 2026. Turn off any unnecessary devices, unused plug-ins and lights. Electric vehicles owners: charge midday when demand is lower. "We know power is an essential part of our customers' everyday lives, and we recognize that reducing electricity usage isn't an easy ask," said Melissa Seixas, Duke Energy Florida state president. "We appreciate our customers' cooperation and understanding as we work to continue providing safe, reliable service for our more than 2 million customers during this cold spell."
Duke Energy Florida
Duke Energy Florida, a subsidiary of Duke Energy, owns 12,300 megawatts of energy capacity, supplying electricity to 2 million residential, commercial and industrial customers across a 13,000-square-mile service area in Florida.
Duke Energy
Duke Energy (NYSE: DUK), a Fortune 150 company headquartered in Charlotte, N.C., is one of America's largest energy holding companies. The company's electric utilities serve 8.4 million customers in North Carolina, South Carolina, Florida, Indiana, Ohio and Kentucky, and collectively own 54,800 megawatts of energy capacity. Its natural gas utilities serve 1.7 million customers in North Carolina, South Carolina, Tennessee, Ohio and Kentucky.
Duke Energy is executing an ambitious energy transition, keeping customer reliability and value at the forefront as it builds a smarter energy future. The company is investing in major electric grid upgrades and cleaner generation, including natural gas, nuclear, renewables and energy storage.
More information is available at duke-energy.com and the Duke Energy News Center. Follow Duke Energy on X, LinkedIn, Instagram and Facebook, and visit illumination for stories about the people and innovations powering our energy transition.
Contact: Ana Gibbs
24-Hour: 800.559.3853
Cell: 813.928.7263