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2026-01-31 16:28 1mo ago
2026-01-31 11:00 1mo ago
$112 Million Vote of Confidence: This 12.8% Portfolio Bet Signals Conviction in MercadoLibre stocknewsapi
MELI
MercadoLibre operates a leading e-commerce and digital payments platform serving businesses and consumers across Latin America.

On January 29, Coronation Fund Managers disclosed a buy of MercadoLibre (MELI 3.13%), adding 53,352 shares in an estimated $112.06 million trade based on quarterly average pricing.

What happenedAccording to a SEC filing dated January 29, Coronation Fund Managers increased its stake in MercadoLibre (MELI 3.13%) by 53,352 shares during the fourth quarter. The estimated value of the trade was $112.06 million based on the average closing price for the period. The position’s total value at quarter’s end was $285.59 million, up by $78.93 million from the previous filing and reflecting both new purchases and share price changes.

What else to knowCoronation Fund Managers increased its MercadoLibre position, bringing the stake to 12.81% of its $2.23 billion reportable AUM as of December 31.

Top holdings after the filing:

NASDAQ:MELI: $285.59 million (12.8% of AUM)NYSE:SE: $285.19 million (12.8% of AUM)NYSE:NU: $241.11 million (10.8% of AUM)NYSE:CPNG: $140.04 million (6.3% of AUM)NASDAQ:MMYT: $102.76 million (4.6% of AUM)As of January 28, MercadoLibre shares were priced at $2,268.60, up 19.7% over the past year and outperforming the S&P 500 by 4.68 percentage points.

Company overviewMetricValuePrice (as of January 28)$2,268.60Market capitalization$114.02 billionRevenue (TTM)$26.19 billionNet income (TTM)$2.08 billionCompany snapshotMercadoLibre operates a leading e-commerce and digital payments platform serving businesses and consumers across Latin America.The company generates revenue primarily through transaction fees on its marketplace, financial services, logistics, and value-added services for merchants and consumers.It serves businesses, merchants, and individual consumers in Latin America, targeting both sellers and buyers seeking online commerce and digital financial solutions.MercadoLibre is a leading e-commerce and fintech platform in Latin America, operating at a significant scale with a broad regional footprint. The company leverages its integrated ecosystem of online marketplaces, digital payments, credit, and logistics to drive growth and deepen user engagement. Its competitive advantage stems from a robust network effect and a diversified suite of technology-driven services tailored to the unique needs of the Latin American market.

What this transaction means for investorsWhat matters here is not the size of the purchase but the role this holding now plays inside the portfolio. At nearly 13% of reportable assets, this position sits alongside the fund’s highest-conviction ideas, signaling a willingness to concentrate capital where long-term compounding still appears intact. That stands out in a portfolio already heavy on emerging-market growth and platform businesses.

The latest quarter reinforces why. MercadoLibre continues to scale across commerce, payments, and credit at the same time, with its ecosystem driving higher engagement and monetization per user. Revenue growth remains strong (up 39% year over year in the third quarter), margins are expanding, and logistics investments are increasingly paying off through faster delivery and better unit economics. Importantly, the company’s fintech arm keeps deepening customer relationships, giving the platform multiple ways to grow without relying on pure retail volume.

This fund pairs MercadoLibre with names like Sea, Nubank, and Coupang, all bets on digitally native infrastructure in underpenetrated markets. Within that framework, adding here suggests confidence that MercadoLibre’s competitive moat remains intact despite its size.

Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends MakeMyTrip, MercadoLibre, and Sea Limited. The Motley Fool recommends Coupang and Nu Holdings. The Motley Fool has a disclosure policy.
2026-01-31 16:28 1mo ago
2026-01-31 11:01 1mo ago
Starbucks' Turnaround Strategy Drowned Out Strike Noise As U.S. Sales Rose 4% stocknewsapi
SBUX
“Our most recent RepTrak data suggests a new and more favorable narrative is percolating at Starbucks—and we are seeing the early stages of a reputation recovery,” said Stephen Hahn, RepTrak chief reputation and strategy officer. (Photo by Michael M. Santiago/Getty Images)

Getty Images

Dissatisfaction among some Starbucks baristas has been brewing for years, ever since a Buffalo store voted to unionize in December 2021. More stores followed to form the Starbucks Workers United, which claims some 600 stores have joined its ranks—amounting to only 5% of the 11,000 North American stores.

Their frustrations boiled over in Starbuck’s critical first quarter. Seeking maximum impact, the union called a nationwide strike on November 13, Starbucks’s Red Cup Day—one of its most heavily trafficked days, when the holiday drinks menu is introduced, and free collectible cups are given away.

But the strike actions didn’t affect store performance. Starbucks posted its strongest Red Cup Day ever, despite widespread media coverage and support from politicians and labor groups.

And that pattern continued through the quarter. Instead of slowing, Starbuck’s sales accelerated as weeks passed, even as SWU continued to expand the strike through December 18, when the union issued its most recent statement, though it continues to describe the strike as open-ended.

Strike Didn’t Deter CustomersU.S. same-store revenues advanced 4% in the quarter ending December 28, after declining 2% in fiscal 2025. More significantly, the Starbucks Rewards loyalty program hit a record 35.5 million members, with member transactions growing for the first time in eight quarters—and non-member transactions rising even faster. Of note, the 3% increase in transactions this quarter is the first time since the second quarter of 2022 that transaction volume has risen.

The negative publicity surrounding the strike—with photo ops provided by Senator Bernie Sanders and NYC mayor Zorhan Mandami joining picket lines—didn’t turn away customers. While the dispute did initially impact public perception of the company’s fairness and ethics negatively, according to the corporate reputation consultancy RepTrak, Starbucks put that behind it as the season progressed.

MORE FOR YOU

“Our most recent RepTrak data suggests a new and more favorable narrative is percolating at Starbucks—and we are seeing the early stages of a reputation recovery,” said RepTrak chief reputation and strategy officer Stephen Hahn.

And that is owing to the leadership of CEO Brian Niccol, who, about a year-and-a-half into the job, has been restructuring the company under the “Back to Starbucks” strategic plan.

2026 Off To A Flying StartOverall, Starbucks revenue advanced 5.5% year-over-year to reach $9.9 billion in the first quarter, with 74% of sales generated in North America. Comparable same-store sales were up 4% globally, including 4% in the U.S. and North America and 5% internationally. While operating income dipped 21%, from $1.1 billion last year to $891 million this, the company remained focused on driving top-line growth now in order to deliver long-term sustainable, profitable growth later.

“It is clear from our top-line results that our ‘Back to Starbucks’ plan is working and our turnaround is taking hold,” Niccol said during the earnings call.

“We are clear on our long-term vision. We will be the world’s greatest customer service company. We will offer the best job in retail. We will be the community coffee house. Our brand will be visible, relevant and loved everywhere, and we will accelerate growth around the world. And finally, we will deliver on our commitments to shareholder value,” he continued.

Investor Day HighlightsThe day after earnings, Niccol and his senior executive team took the stage for investor day. They chronicled current achievements under the “Back to Starbucks” plan and outlined the financial framework to deliver long-term sustainable growth.

Niccol set the framework of investor day by restating the “Back to Starbucks” mission: a return to what originally made the company great. “Our brand is defined by the intersection of coffee craft, connection and community that comes to life in our coffee houses,” he said.

While the company is drawing inspiration from the past—it will introduce a 1971 dark roast coffee this February to honor the year of the Starbucks’ founding—it is leaning into leading-edge AI technology to manage staffing and orders to improve delivery times across its four access points: café, mobile, drive-thru and delivery. The company’s new chief technology officer, Anand Varadarajan, joins Starbucks after nearly two decades with Amazon.

Green Apron Service In PlayTo enhance the “third-place” coffeehouse experience, the more personalized Green Apron service standard has been rolled out across all 11,000 North American company-owned cafés, ahead of schedule, and the AI-powered Smart Queue algorithm supports baristas to speed orders to customers, no matter where they come from or how delivered. Average delivery times during peak hours for cafés and drive-thrus are now under the four-minute goal. Faster espresso machines are also coming.

Critical to the success of Green Apron service is company support of its 400,000 baristas and support staff. Niccol reiterated his commitment to offering the “best jobs in retail” with competitive pay, industry-leading benefits and career paths to move up.

“When our partners succeed, customers feel the difference and our entire business gets stronger,” he said.

More Inviting Third PlaceAs important as the $10 billion drive-thru business is, some 60% of orders still originate in the store. To enhance that experience, Starbucks has introduced an Uplift program to make cafés warmer, more comfortable and inviting. Some 200 U.S. stores have received the overnight uplift treatment at $150,000 a pop.

More than 1,000 makeovers will be completed by fiscal year-end, adding some 25,000 more comfortable seats to stores. The full U.S. fleet is expected to be uplifted by 2028.

Owning More Of The DayWhen the “Back to Starbucks” plan was first introduced, an initial goal was to own the morning. Niccol announced that milestone has been reached with more than 50% of the business conducted before 11 a.m.

Now he is setting his sights on expanding other dayparts, particularly the afternoon, when customers are looking for a pick-me-up. New protein-enhanced drinks and expanded Refresher offerings will meet that need, as will expanded tea, matcha, chai and food selections. Food now brings in about $6 billion in revenue and receipts have doubled since 2020.

New Rewards A revamped loyalty rewards program will launch in March, adding tailwinds to the current level of membership growth. The program will be tiered with members getting additional rewards as they move up.

The intent is to motivate members to reach higher tiers. The company figures that if only half of active members add just one additional transaction a year, it will reap an additional $150 million in revenue.

For fiscal 2026, the company expects global and U.S. comparable sales to grow by 3% or more, with slightly improved operating margins. Some 600 to 650 new coffeehouses, including company-operated and licensed stores, will come on board, adding to the current 41,000 global coffeehouses.

Looking to 2028By fiscal 2028, net revenue growth is expected to reach 5% or more with comparable global and U.S. store sales holding at 3% or better and between 2% and 3% coming from new stores.

Operating margin will grow from 9% currently to between 13.5% and 15% with earnings per share in the range of $3.35 to $4. Earnings per share on a trailing-twelve-month basis were $1.63 in fiscal 2025.

New store growth will ramp up to 2,000 in 2028, including 400 new company-owned stores and around 200 licensed locations in the U.S., as well as some 1,500 stores internationally.

Starbucks has implemented a new store design model that reduces construction costs by about 20%, improves space use for staff, and creates a more welcoming environment for customers.

While Niccol sees opportunities for licensed store growth in North America—where about 40% its 18,400 locations are licensed—licensings with local partners will be the model going forward internationally. The aim is to grow the share of licensed international stores to 90%, up from 55%.

Currently, it sees significant growth potential in China with strategic partner, Boyu, expanding from the current 8,000 stores to as many as 20,000.

Investors Remain CautiousNiccol and his team hit all the right notes during investor day. “‘Back to Starbucks’ is the strategic currency of our turnaround. It is working and our work is ahead of schedule,” Niccol shared as he stressed comparable sales and transactions are up, brand trust and affinity is growing, consumer connection scores are at record highs, and the innovation pipeline is well stocked.

“Frankly, the shine is back on Starbucks here in the United States and around the world. So I’m confident that this is just the beginning for Starbucks and our iconic brand,” he continued. “We’re building a business that delivers the best of Starbucks for every customer, every partner, and every shareholder. And we’re positioning Starbucks for unrivaled success, global growth, and profitability for many years to come.”

However, investors weren’t convinced. Stocks reached nearly $105 per share after Wednesday’s earnings report, then dropped about 5% as the week has progressed, leaving the stock down roughly 15% year-to-date.

Continued Reputational ChallengesAt the end of January, a shareholder‑rights law firm announced an investigation into whether company officers and directors have breached their fiduciary duties, citing potential mishandling of governance issues.

Adding to the scrutiny, previous restrictions on Niccol’s use of a private jet, which were already generous, were removed due to security risks, and his widely publicized nearly $100 million pay package last year gave him the dubious distinction of having the largest CEO-to-worker pay ratio among the S&P 500.

Meanwhile, Starbucks still faces unfair labor allegations stemming from the SWU strike and as RepTrak data shows, its corporate reputation recovery is a work in progress, not a done deal.

“Starbucks is on the path to a reputation rebound—but the inherent risk is that the goodwill rhetoric becomes nothing more than positive intentions—and not decisive actions,” Hahn stressed. “Taking thoughtful action and not just speaking the words will ultimately shape Starbucks’ reputation recovery.”

Staying On PlanRecent results suggest customers are seeing and feeling the improvements in the “Back to Starbucks” strategy. It’s now up to Niccols and team to keep the positive momentum going—and by all accounts, he and the team intend to do so.

“If you just look at the past 18 months, we really have built a disciplined plan,” he said as he closed his investor day remarks. “We built the plan, we’re working the plan, and I’m happy to say the plan is working.”

See Also:

ForbesStarbucks Strike Drags Into Second Month As Deadlock Deepens And Global Support GrowsBy Pamela N. DanzigerForbesStarbucks To Pay $38.9 Million To Settle Violations Of New York City Labor LawBy Pamela N. Danziger
2026-01-31 16:28 1mo ago
2026-01-31 11:03 1mo ago
OKYO Pharma's neuropathic corneal pain study greenlit by FDA - ICYMI stocknewsapi
OKYO
OKYO Pharma Ltd (NASDAQ:OKYO) earlier this week confirmed it is set to launch a Phase 2b/3 clinical trial for neuropathic corneal pain, following a productive Type C meeting with the US Food and Drug Administration (FDA).

In a conversation with Proactive, chief executive Robert Dempsey said the regulatory meeting provided "a clear line of sight" for advancing the programme, which targets a condition he described as severely debilitating and significantly underserved.

Proactive: Welcome back inside our Proactive newsroom. And joining me now is Robert Dempsey. He is the CEO of Okyo Pharma. And Robert, it's great to see you again. How are you?

Robert Dempsey: I'm doing very well, thank you. We survived the storm up here in Boston. We're also very excited coming off the heels of our successful FDA meeting that was completed yesterday.

Absolutely. Last time you and I chatted, you mentioned you were looking forward to the FDA meeting to get some guidance. It was a Type C meeting — can you explain what that means and what the FDA had to say?

Yes. It’s an opportunity for us to engage the FDA. We sent them a list of questions as we were preparing for our Phase 2b/3 study. This included critical components like the primary endpoint, CMC (manufacturing), and the statistical plan. We also used the meeting to highlight the significant unmet need in neuropathic corneal pain. With the written comments and opportunity to ask more questions, we now have a clear line of sight to activate our Phase 2b/3 clinical study.

Was there anything that surprised you in the meeting, or did it go as expected?

Anytime you meet with the agency, you're always on the lookout for surprises. Fortunately, there were none. The team was highly prepared and well-organized. The feedback from the agency to move straight forward into our clinical study was very positive.

What are the next steps now that you’ve received this guidance?

We need to finalize site selection and budget. We now have guidance to enroll 120 subjects and clarity on the primary endpoint, so we can finalize the protocol. After that, we’ll initiate discussions with sites and refine our timeline. The goal is first patient, first visit by mid-year. If we hit that, we can complete the study by year-end and aim for top-line results in Q1 2027. This year is all about clinical execution.

And ultimately, this is about helping people suffering from a very painful condition.

Absolutely. What’s been eye-opening is hearing directly from patients. They’ve reached out to us through our information portal and described the condition and how it severely impacts their quality of life. That motivates us. We have a unique opportunity to make a difference and get this drug into physicians’ hands.

Quotes have been edited for clarity and style
2026-01-31 15:28 1mo ago
2026-01-31 09:10 1mo ago
My 5 Favorite Ultra-High-Yield Dividend Stocks to Buy for 2026 stocknewsapi
BIP EPD MPLX O OKE
These monster dividend stocks yielding up to 7.7% are solid buys to generate steady income in 2026.

While growth stocks often steal the headlines, ultra-high-yield dividend stocks with a strong track record of dividend stability and growth are among the most powerful tools for building real wealth. If your goal is to build a secure passive income stream for 2026 and beyond, here are five top high-yield stocks to buy right now.

Image source: Getty Images.

1. Enterprise Products Partners: 6.4% Enterprise Products Partners (EPD 1.10%) is among the largest midstream energy companies in the U.S., with a pipeline spanning 50,000 miles. 2026 is a major inflection point for the pipeline stock. After spending nearly $4.5 billion on organic growth projects in 2025, Enterprise expects its capital spending to drop to $2.5 billion in 2026.

As new projects come online and capital expenditures (capex) taper, Enterprise will have more cash to return to its shareholders. It has already expanded its share repurchase program from $2 billion to $5 billion, and large dividend increases could be next in line. Enterprise has increased its dividend for 27 consecutive years.

2. Realty Income: 5.3% yield Realty Income (O +1.07%) pays a dividend every month and has increased it for 113 straight quarters. As a real estate investment trust (REIT), Realty Income is required to distribute at least 90% of its annual taxable income as dividends to its shareholders.

Realty Income owns a highly diversified portfolio of over 15,500 commercial real estate properties across 92 industries. While a triple-net lease structure significantly reduces operating costs, diversification helps Realty Income generate stable cash flows across market cycles and interest rate environments, making it a top dividend stock to buy for 2026.

3. Brookfield Infrastructure Partners: 5% yield Brookfield Infrastructure Partners (BIP 0.55%) owns high-quality assets across utilities, transport, midstream energy, and data sectors, most of which earn predictable income under long-term contracts. The company also sells mature assets periodically to fund new growth opportunities.

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In 2025, Brookfield raised $3 billion through capital recycling and is deploying money into high-growth areas such as artificial intelligence (AI) data centers. Management foresees a strong 2026 and is targeting 5% to 9% annual growth in funds from operations and dividend per share in the long term.

4. Oneok: 5.3% yield Oneok (OKE +0.80%) stock fell by over 25% in 2025 as its debt swelled after back-to-back mega acquisitions of Magellan Midstream, Medallion Midstream, and EnLink Midstream. The acquisitions, however, have significantly expanded Oneok's pipeline capacity and are expected to generate nearly $500 million in synergies in the near term.

Oneok's 4% dividend raise in January 2026 further underscores its ability to reward shareholders despite concerns over debt. With management confident of raising the annual dividend by 3% to 4% in the long term, Oneok is a compelling turnaround high-yield play for 2026.

5. MPLX: 7.7% yield MPLX (MPLX 0.60%) is one of the highest-yielding large-cap stocks in the energy sector. Marathon Petroleum's (MPC +0.26%) backing provides MPLX with predictable revenues from long-term contracts and significant growth opportunities.

MPLX data by YCharts.

MPLX's recent acquisitions and expansions in the Delaware, Marcellus, and Permian basins set the pace for a strong 2026. In the first nine months of 2025, MPLX's net earnings grew by 15%, and it raised its dividend by 12.5%. Investors can expect another big dividend raise later this year, making this monster high-yield stock a top buy.

Neha Chamaria has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Realty Income. The Motley Fool recommends Brookfield Infrastructure Partners, Enterprise Products Partners, and Oneok. The Motley Fool has a disclosure policy.
2026-01-31 15:28 1mo ago
2026-01-31 09:15 1mo ago
If You'd Invested $100 in Ford 5 Years Ago, Here's How Much You'd Have Today stocknewsapi
F
The stock's monster gain in 2025 was out of the ordinary for the Detroit carmaker.

Ford Motor Company (F 0.86%) investors are cheering after shares climbed 33% in 2025. However, this stellar performance isn't a usual occurrence.

If you'd invested $100 in Ford stock exactly five years ago, here's how much you'd have today.

Image source: Getty Images.

Since late January 2021, shares of Ford have generated a total return of 58% (as of Jan. 27). Had you invested $100 in this Detroit automotive stock at that time, you'd be staring at a portfolio balance of $158.

During that same period, the S&P 500 (^GSPC 0.43%) produced a total return of 94%, which is fantastic from a historical perspective. Investors looking for huge gains would have been better off simply owning the index.

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Ford has been around for a long time. However, this doesn't mean that investors should automatically consider buying the stock.

The business operates in a very mature industry that doesn't register outsized durable growth. What's more, Ford has massive expenses and capital expenditures that keep profit margins and the return on invested capital low. These aren't favorable traits.

Value investors might be interested in the stock because it trades at a forward price-to-earnings ratio of only 9.5. But looking out over the next five years and beyond, it's hard to be optimistic that the stock can beat the market.

Neil Patel 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.
2026-01-31 15:28 1mo ago
2026-01-31 09:17 1mo ago
My 2 Favorite Stocks to Buy Right Now stocknewsapi
BROS KO
I'm craving two beverage stocks this month. One is hitting all-time highs while the other just went on sale.

As January 2026 draws to a close, two stocks in the consumer goods sector strike me as particularly strong buys -- for very different reasons. Shares of soft drinks veteran Coca-Cola (KO +1.88%) are setting all-time price records while the rapidly expanding coffee chain Dutch Bros (BROS 5.52%) backed down 34% from last year's peak.

Yes, the investment theses for these beverage stocks could hardly be more different. But there should be room for both approaches in a diversified investment portfolio. So let's see why I'm drooling over Coke and Dutch Bros right now. I mean the stocks, not the drinks (or maybe both, honestly).

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The secret fizz behind Coca-Cola's record highs At first glance, Coca-Cola doesn't look like a record-setting business titan.

CEO James Quincey is stepping down in March after nearly a decade in the CEO seat. Longtime COO Henrique Braun should hit the ground running as his replacement, but Wall Street usually takes a dim view of C-suite transitions.

Sales volumes are holding firm across most product types and geographical markets. Coca-Cola keeps its top-line revenues growing by raising prices.

Health-conscious drink types aren't saving the day, either. Juice, plant-based beverages, and dairy products saw 3% lower revenue in the third quarter.

Yet the stock keeps rising. As of this writing on Jan. 29, Coke's share price is up by a market-beating 17.8% in 52 weeks.

And that makes sense, too. You see, Coca-Cola is making all the right moves.

Replacing Quincey with Braun won't make much of a difference. The two executives have worked together for years, as Braun rose through the ranks under Quincey's leadership. Steady shipping volumes can be an achievement in a rickety global economy. Archrival PepsiCo (PEP +3.32%) saw 2% lower case shipments in the same period, despite raising its prices at a slower pace. And healthy drinks aren't all juices and milk. Water brands like Dasani and Smartwater posted 3% year-over-year growth, and the Coca-Cola Zero Sugar brand saw 14% growth. And Zero didn't undermine the rest of Coke's sugar-free portfolio, as Diet Coke and Coke Light also enjoyed positive shipping volumes. It's invigorating to see a centennial company rising to new heights, despite ever-changing and unpredictable market conditions. Whatever's next, I'm sure Coca-Cola is already preparing for it. So I don't mind buying Coke's stock at a record-high price. It's still inexpensive at 24 times trailing earnings, and the stock looks poised to deliver investor value in 2026 and beyond.

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Dutch Bros is brewing up a national takeover Dutch Bros isn't a classic start-up. The company has been around almost as long as Starbucks (SBUX 2.10%), having started as an Oregon coffee stand in 1992. With a unique drink menu, a tight focus on drive-thru windows, and famously friendly service, the company built an empire on the West Coast.

The story changed in 2021. Dutch Bros entered the public stock market with nearly three decades of operating history under its belt. It immediately began a nationwide growth project, which carries on today. The store count has doubled in five years and should double again by the end of 2029.

It's an exciting growth story, made possible by the drive-thru store template's low construction costs and simpler maintenance. The company is currently expanding in my neck of the Florida swamps, with coffee shops in 24 states as of Q3 2025.

Image source: Getty Images.

And the growth story goes beyond just opening more locations. The Q3 store count rose by 14% year over year, while revenues jumped 25% and net income soared 38% higher. America is thirsty for what Dutch Bros is selling, from classic espresso-based coffee concoctions to the Rebel store brand of energy drinks.

It's a profitable growth story with ambitious long-term goals. Dutch Bros also keeps beating analysts' revenue and earnings targets in every quarter. I'll admit that the stock isn't cheap, trading at 115 times trailing earnings today. But the price includes a reasonable premium for Dutch Bros' caffeinated business growth.

The share price is also relatively low, having retreated 34% from the peak in February 2025. If you were looking for a price correction before starting a Dutch Bros position, this could be just the drawdown you asked for.
2026-01-31 15:28 1mo ago
2026-01-31 09:23 1mo ago
American Express challenges Apple for No. 1 slot in Berkshire's portfolio stocknewsapi
AAPL AXP BRK-A BRK-B
(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.)

A combination of big Apple stock sales and steady gains for the share price of American Express has put the credit card company within a few billion dollars of becoming the most valuable holding in Berkshire Hathaway's equity portfolio.

In mid-2023, the Apple stake's value of close to $180 billion was around $154 billion greater than the American Express holdings.

Since then, Berkshire has sold roughly three-quarters of the position.

Last Friday, Apple's lead narrowed to an all-time low was just $4.3 billion. This week it increased to $8.4 billion.

The Apple sales are, by far, the biggest factor in the narrowing margin, but American Express stock has outperformed Apple over the past 2 1/2 years with a 106% gain vs. Apple's 35% advance.

Buffett first bought 5% of AXP in 1964 when its share price was depressed after it fell victim to loan fraud involving fake salad oil. Berkshire added American Express shares in the 1990s but hasn't done any buying since late in that decade. 

Its stake as a percentage of AXP's outstanding shares has increased to 22%, however, due to the credit card company's stock buybacks over the year.

If Berkshire's Q4 portfolio snapshot, due to be released about two weeks from now, shows even more Apple sales, American Express could be the new number one.

Or, if AXP continues to outperform Apple, it may achieve that title without further reductions.

BUFFETT & BERKSHIRE AROUND THE INTERNETSome links may require a subscription:

Barron's on MSN: Berkshire Hathaway will lose its biggest mutual-fund fan with Danoff's retirementBarron's on MSN: Berkshire Hathaway once had a big silver investment. Too bad it was sold.Transportation Today: BNSF announces 2026 capital investment planWall Street Journal on MSN: The man who almost replaced Warren BuffettFortune on MSN: Warren Buffett's son signals a huge change for philanthropy as he prepares to give away $150 billionWikipedia: Buffett and Munger's Strategy to Shield Your Portfolio from a 50% Market DropHIGHLIGHTS FROM CNBC'S BUFFETT ARCHIVEBuffett's seven ways to say, 'Don't panic!' (2020)As Warren Buffett was appearing live on CNBC's "Squawk Box" on Monday, February 24, 2020, futures were pointing to a drop of 3% for the stock market when it opened due to fears of a coronavirus pandemic.

Buffett, however, wasn't worried. He was, in fact, happy that stock prices would be going down.

Here are the seven ways he told viewers, in effect, "Don't panic!"

BECKY QUICK: Let's talk a little bit about the fact that the market's down almost 800 points this morning.

WARREN BUFFETT: Yeah.

BECKY QUICK: Concern for you?

WARREN BUFFETT: Well no, that's good for us actually.

I mean we're a net buyer of stocks over time. And just like being a net buyer of food, I expect to buy food the rest of my life, and I hope that food goes down in price tomorrow.

So, when stocks are down, no, we're going to be buying, on balance. And who wouldn't rather buy, you know, at a lower price than a higher price?

People are really strange on that. I mean they — most people, most of your listeners are savers and that means they'll be net buyers and they should want the stock market to go down. They should want to buy at a lower price.

But they got that feeling that they just feel better when stocks are going up.

2) 6:03 AM ET

BECKY QUICK: When you're looking at the futures down about 818 points this morning, I think probably the first thing viewers want to hear from you are your thoughts on what's happening with the coronavirus, if this is a reason to panic, and if you are worried about this?

WARREN BUFFETT: Well, I don't know I have any special thoughts beyond the news on the coronavirus...

If you're buying a business, and that's what stocks are, businesses — in fact, people will be better off if they say I bought a business today not a stock today, because that gives a different perspective on it — then presumably if you buy a farm, if you buy an apartment house, if you buy a business, you're going to own it for 10 or 20 or 30 years.

And the real question is this — has the 10-year or 20-year outlook for American businesses changed in the last 24 hours or 48 hours?

And we're going to — you'll notice many of the businesses we own — partially own — American Express, we've owned it for 20 years; Coca-Cola, we've owned it for 40 years — but those our businesses. And you don't buy or sell your business based on today's headlines.

3) 6:05 AM ET

BECKY QUICK: But if I think that I can buy something for potentially 10% cheaper, maybe more than that, if I wait a week or a month, maybe that's what I'm sitting around waiting for.

WARREN BUFFETT: Well, if you think that you've got — you're going to get fabulously rich if you're right (LAUGHS). All you have to do is just keep buying in 10-day intervals and keep making your 10-day prediction.

If I knew what the market was going to do, obviously —

But you don't — I don't think anybody knows what the market's going to do.

I think you do know whether you're making an intelligent purchase at a given price.

4) 6:07 AM ET

WARREN BUFFETT: You certainly can't predict the market by reading the daily newspaper, that's for sure.

And you really can't — you certainly can't predict the market by listening to me.

5) 6:46 AM ET

BECKY QUICK: For people who are just waking up, they're tuning in and they want to know what you think about this sell-off this morning — to see the Dow down 700, 800 points in the morning — what's your reaction when you see something like that?

WARREN BUFFETT: Well, my reaction is that I like to buy stocks. So, I don't wish ill on anybody else, but I like that — if they want to sell them to me cheaper, I prefer it. (LAUGHS)

So, if that's a, you know, roughly, 3% decline or thereabouts — I don't know how many 3% declines I've had in my lifetime, but there have been a lot of them.

And I can't think of one that you shouldn't have bought on, you know, basically.

That doesn't mean stocks are going to go up or down next week or next month or next year.

But if there's something — if you like to own American businesses, you're getting a chance to buy at 3% cheaper.

BECKY QUICK: Does that mean Berkshire will be buying stocks today?

WARREN BUFFETT: It's — well, we certainly won't be selling. And, yeah, we may — we could easily be buying something, sure.

6) 8:02 AM ET

BECKY QUICK: Warren, we've talked this morning about the coronavirus, but there are people who are waking up across the country now, kind of tuning in at this hour, so maybe we should address this again.

With the markets indicated down 750 points ... how do you kind of wake up and read this and think through it?

WARREN BUFFETT: I don't think — it makes no difference in our investments. I mean, there's always going to be some news, good or bad, every day.

In fact, if you go back and read all the papers for the last 50 years, probably most of it — headlines — tends to be bad.

But if you look at what happens to the economy, most of the things that happen are extremely good. I mean, it's incredible what will happen over time.

So, if somebody came and told me that the global growth rate was going to be down 1% instead of a tenth of a percent, I'd still buy stocks if I felt like the business and I like the price at which — and I like the price better today than I liked it last Friday.

7) 8:59 AM ET

BECKY QUICK: Before we let you go, let's just go back to the futures again this morning because right now the Dow is indicated to open down about a hundred — or 830 points. Weakness again on concerns about coronavirus and what that means.

What's your mentality today as you kind of go out and look at the stock market and decide what you're going to do?

WARREN BUFFETT: We're buying businesses to own for 20 or 30 years. We buy them in whole, we buy them in part. They're called stocks when we buy them in part. 

And we think the 20 and 30-year outlook has not changed by coronavirus.

BERKSHIRE STOCK WATCHFour weeks

Twelve months

BRK.A stock price: $722,500.00

BRK.B stock price: $480.53

BRK.B P/E (TTM): 15.37

Berkshire market capitalization: $1,037,555,986,394

Berkshire Cash as of September 30: $381.7 billion (Up 10.9% from June 30)

Excluding Rail Cash and Subtracting T-Bills Payable: $354.3 billion (Up 4.3% from June 30)

No Berkshire stock repurchases since May 2024.

(All figures are as of the date of publication, unless otherwise indicated)

BERKSHIRE'S TOP EQUITY HOLDINGS - Jan. 30, 2026Berkshire's top holdings of disclosed publicly traded stocks in the U.S. and Japan, by market value, based on the latest closing prices.

Holdings are as of September 30, 2025, as reported in Berkshire Hathaway's 13F filing on November 14, 2025, except for:

Itochu, which is as of March 17, 2025, and Mitsubishi, which is as of August 28, 2025. Tokyo Stock Exchange prices are converted to U.S. dollars from Japanese yen.The full list of holdings and current market values is available from CNBC.com's Berkshire Hathaway Portfolio Tracker.

QUESTIONS OR COMMENTSPlease send any questions or comments about the newsletter to me at [email protected]. (Sorry, but we don't forward questions or comments to Buffett himself.)

If you aren't already subscribed to this newsletter, you can sign up here.

Also, Buffett's annual letters to shareholders are highly recommended reading. There are collected here on Berkshire's website.

-- Alex Crippen, Editor, Warren Buffett Watch
2026-01-31 15:28 1mo ago
2026-01-31 09:35 1mo ago
The Sell-Off In Gold May Be Last Stop Before $10,000 – 6 Stocks and ETFs To Buy At Once stocknewsapi
AEM B FNV GLD NEM WPM
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

The case for gold and gold miners is compelling for two reasons. Firstly, gold can serve as a strategic hedge against inflation. Secondly, some major miners extract silver, copper, and other essential metals for industrial applications, all of which have recently reached all-time highs. Spot gold has surged above the summer 2020 highs and, in 2025, posted its best year since 1979. From a technical perspective, the gold market was showing signs of a potential massive upside breakout before the recent implosion in Gold and Silver. The two precious metals were up an astonishing 80% and 209%, respectively, so while the selling was dramatic, it should come as no surprise given those substantial and remarkable gains. 

Gold remains a compelling investment despite the recent selloff because its core strengths are unchanged. It continues to serve as a proven hedge against inflation and currency devaluation, offers zero counterparty risk, and provides essential portfolio diversification during economic uncertainty. Recent price weakness often creates attractive entry points for long-term investors, especially given that central banks worldwide remain net buyers, underscoring institutional confidence in gold’s enduring value as a store of wealth.

Gold to $10,000

Market veteran Ed Yardeni, one of the most respected voices on Wall Street, noted this when discussing the potential for gold at $10,000 per ounce.

Ed Yardeni stated that if gold continues on its current path, it could reach $10,000 before the end of the decade. More specifically, Yardeni’s key predictions include $5,000 per ounce by 2026 and $10,000 per ounce by 2028. In the long term, analysts expect gold to trade between $10,000 and $16,150 over the next 10 years.

We conducted some research and found that the most powerful structural force is the global shift in reserve holdings. Central bank gold holdings amount to nearly 36,200 tonnes and account for almost 20% of official reserves, up from around 15% at the end of 2023. Diversification away from U.S. dollar reserve holdings, while still moderate, has accelerated in recent years, according to published sources. Central banks continue to increase the percentage of gold in their international reserves, fundamentally reshaping the global economic landscape. This is a potential structural reallocation that creates sustained and immense buying pressure.

We recently noted that the price of Gold has far outpaced the gains for the top miners in the sector. We have five companies that all pay dependable dividends, providing investors with an excellent way to participate in what could be the biggest commodities rally ever. We also have an ETF for investors seeking the ability to own an investment that holds physical gold. All five of the stocks we recommend are also rated Buy by the top Wall Street firm we cover.

Agnico Eagle Mines This top company, one of Wall Street’s most preferred North American gold producers, offers a small 0.74% dividend. Agnico Eagle Mines Limited (NYSE: AEM) is a Canada-based senior gold producer with a diversified portfolio of long-life, high-quality assets across Canada, Australia, Finland, and Mexico, supported by a strong pipeline of exploration and development projects that provide meaningful growth optionality.

The company’s cornerstone operations include the Canadian Malartic Complex, Detour Lake, Fosterville, Goldex, Kittilä, La India, LaRonde Complex, Macassa, Meadowbank Complex, Meliadine, and Pinos Altos, complemented by strategic exploration properties such as Barsele, Hope Bay, Hammond Reef, Morelos Sur, and projects in Australia’s Northern Territory.

The Canadian Malartic Complex is strategically located near Malartic, Quebec, approximately 25 km west of Val-d’Or. Fosterville is a flagship high-grade, low-cost underground mine near Bendigo, Australia. The company also controls 100% of its significant Quebec land position (128,680 hectares), which includes promising projects such as Marban Alliance, Horizon, Alpha, Launay, and Peacock.

Citigroup has a Buy rating with a $256 target price.

Barrick Gold This stock, another top contender in the sector, offers a still promising entry point and a 1.20% dividend yield. Barrick Mining Corp. (NYSE: B) and Randgold Resources completed their merger on Jan. 1, 2019, propelling them to the forefront as one of the world’s largest gold companies by production, reserves, and market capitalization. 

The company is a global gold and copper producer engaged in mining, exploration, and development across some of the world’s most significant mineral districts.

Barrick Gold operates a diversified portfolio of gold mines in Argentina, Canada, Côte d’Ivoire, the Democratic Republic of Congo, the Dominican Republic, Papua New Guinea, Tanzania, and the United States, as well as copper operations in Zambia, Chile, and Saudi Arabia.

Key assets include Nevada Gold Mines, Kibali, Loulo-Gounkoto, Pueblo Viejo, Veladero, Bulyanhulu, North Mara, Porgera, Lumwana, Jabal Sayid, and Zaldívar—anchored by large-scale, long-life operations with both underground and open-pit mines.

Jefferies has a Buy rating with a $55 target price objective.

Franco-Nevada Franco Nevada has increased its annual dividend by 0.57% for 18 consecutive years since its 2008 IPO. It operates with a debt-free balance sheet: this top royalty and streaming company profits from gold mining without the operational risks of mine development. Franco-Nevada Inc. (NYSE: FNV) is a gold-focused royalty and streaming company in Latin America, the United States, Canada, and internationally.

The company manages its portfolio with a focus on precious metals, including gold, silver, and platinum-group metals, and also sells crude oil, natural gas, and natural gas liquids.

While the company is one of the leading gold-focused royalty and streaming companies, with the largest and most diversified portfolio of cash-flow-producing assets, its business model provides investors with gold price and exploration optionality while limiting exposure to cost inflation. Traits that some of the others don’t offer.

UBS has a Buy rating with a $270 target price.

Newmont Corporation Newmont Corporation is the world’s largest gold mining entity, yielding a modest 0.79%, and is a timely buy for more conservative accounts. Newmont Corporation (NYSE: NEM) is a gold company and a producer of copper, zinc, lead, and silver with operations and/or assets in Africa, Australia, Latin America & Caribbean, North America, and Papua New Guinea.

The Company’s operations include:

Brucejack Red Chris Penasquito Merian Cerro Negro Yanacocha Boddington Tanami Cadia Lihir Ahafo NGM The Brucejack operation includes four mining leases and six core mineral claims, covering 8,169 acres, and 337 mineral claims covering 298,795 acres.

The Red Chris operation includes five mining leases covering 12,703 acres and 199 mineral claims, totaling 164,903 acres. 6 Penasquito includes 20 mining concessions for operations comprising 113,231 acres and 60 mining concessions for exploration of 107,456 acres.

The Merian operation includes one right of exploitation encompassing an area of 41,687 acres.

Raymond James has an Outperform rating with a $130 target price.

Wheaton Precious Metals This precious metals company makes sense for more conservative accounts seeking exposure to the sector and pays a 0.43% dividend. Wheaton Precious Metals (NYSE: WPM) is a Canada-based precious metals streaming company with approximately 60% of its revenue from silver sales and 40% from gold sales, and provides upfront financing to miners in exchange for the right to purchase a portion of future production.

The company holds roughly 35 streaming and five royalty agreements, spanning a diversified portfolio of gold, silver, palladium, platinum, and cobalt from 18 operating mines and 28 development projects.

Key operating assets include Antamina, Blackwater, Constancia, Cozamin, Los Filos, Marmato, Neves-Corvo, Peñasquito, Salobo, San Dimas, Stillwater & East Boulder, Sudbury, Voisey’s Bay, and Zinkgruvan.

Bank of America has a Buy rating with a $144 price target.

The SPDR Gold Shares ETF (NYSE: GLD) is one of the best pure plays on Gold for investors. The fund holds physical gold bullion and some cash. Each share represents one-tenth of an ounce of gold. The fund does not pay dividends.

Proper asset allocation should always include a single-digit percentage allocation to precious metals such as gold and silver. Not only do they hedge against inflation, which could be significant now and over the long term, but they can also help if the market enters a correction or bear market, as they tend to trade inversely to declining markets.

Get Ready To Retire (Sponsored) Start by taking a quick retirement quiz from SmartAsset that will match you with up to 3 financial advisors that serve your area and beyond in 5 minutes, or less.

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2026-01-31 15:28 1mo ago
2026-01-31 09:41 1mo ago
Virtuix CEO talks Nasdaq debut and VR growth plans – ICYMI stocknewsapi
NDAQ
Virtuix Holdings Inc (NASDAQ:VTIX) earlier this week marked a significant milestone with its listing on the Nasdaq under the ticker symbol VTIX, as the company gears up for large-scale growth in both consumer and defense markets.

CEO Jan Goetgeluk told Proactive that the listing aligns with Virtuix's readiness to scale operations following the successful launch of its flagship home VR system, Omni One.

Proactive: You'll be trading on the Nasdaq today under the ticker VTIX. So it's a huge milestone for the company. And we'll get into that in just a second — the reasoning behind that. But first, let's talk a bit about the company itself. You're a very unique company in virtual reality. And you've been around for a little while.

Jan Goetgeluk: Yeah, that's right. We have a technology called the Omni that lets you walk and run around in 360 degrees inside virtual reality applications like gaming, enterprise training, or defense. We say we pioneer movement in AI-generated worlds, because now a lot of these virtual worlds can be created through AI — like splatting, photorealistic, beautiful environments. How are you going to walk around in those? With our technology. With the Omni.

We're going to look at some video of that, of people that are actually using it. And you have an interesting design. There are safety features in there for people walking around, but it also gives the opportunity to feel like you're literally immersed within the game.

That's right. It's a very immersive experience. You're not just sitting down or standing up pushing buttons on a controller. You are physically walking around inside a virtual world, its highly immersive. It's a great experience. One thing that's appealing is that you get your steps in. You're active. You're moving. A lot of our customers on the consumer side buy it for gaming, but hey, they're also burning calories. We had one user report he lost 40 pounds in four months. So it's a great way to stay fit and active.

You debuted the company back in 2014 — really 2013 — after a successful Kickstarter. Talk to me about some of the advancements you've made to where you are today and in the products you have.

We've brought out three generations of products to date and sold about $20 million worth of systems. We recently launched Omni One, our latest and most advanced system geared specifically for the home, for gaming. And that’s taking off. We reported 138% year over year growth in our S-1. We're ready to scale, taking that product into consumer markets and scaling the business. We're also going after other markets like defense, for training and simulation.

You debuted the Virtual Terrain Walk, which is designed for training military before they would go into conflict.

Yeah, that’s right. We use the same AI-driven 3D reconstruction technique I mentioned — Gaussian splatting — that allows us to quickly turn 360-degree camera footage into photorealistic virtual environments. We can go to a location, scan it, and quickly turn it into a beautiful hyperrealistic VR world that you can walk around in with the Omni. That process used to take months. Now, thanks to AI and techniques like Gaussian splatting, it takes hours.

Our system, the Virtual Terrain Walk, lets soldiers walk the terrain before they fight on it. They can get on the system, walk around that mission area, get a sense of space and distance, and become familiar with the area. It's great for mission planning and rehearsal. There’s nothing like it for the military. We're getting quite a bit of traction in that market.

I can imagine you're hearing a lot from the military. What's ahead in 2026? Is the system where you want it now, and is it just about more sales? Or are there ongoing adaptations?

We're ready to scale. We're growing. We have production capacity in place for $100 million in annual revenues. Our vision is to scale the consumer business with Omni One and combine that with other markets like defense. That dual-use strategy — high-volume consumer sales paired with potentially high-margin defense contracts — is the way forward. We already have units at the US Air Force Academy and Yokota Air Force Base. That combination is our growth and value strategy for shareholders.

Let’s talk about shareholders. As I mentioned, you're trading on the Nasdaq today. Why go public now?

It’s the right time, especially after launching Omni One. We're ready to scale. Going public gives us access to public capital markets. With the listing, we're raising $11 million from Chicago Venture Partners and have a $50 million equity line of credit. That gives us capital to fund growth and keep scaling.

Quotes have been lightly edited for style and clarity
2026-01-31 15:28 1mo ago
2026-01-31 09:45 1mo ago
Plug Power Stock: A Deep-Value Investment or a Dangerous Holding? stocknewsapi
PLUG
Plug Power's value has nearly evaporated over the past five years as its financial performance has been abysmal. The company has incurred billions in losses during the last 12 months, and its cash burn is also problematic.
2026-01-31 15:28 1mo ago
2026-01-31 10:00 1mo ago
Apple: Comeback Starts Now As AI Bubble Fears Hit Peers (Rating Upgrade) stocknewsapi
AAPL
HomeStock IdeasLong IdeasTech 

SummaryApple Inc. delivered robust first fiscal quarter results, providing a semblance of calm amid recent market jitters.AAPL's China sales surged 38%, highlighting the iPhone's premium resilience despite macroeconomic headwinds in the region.Services revenue reached new highs, and now account for 26% of total sales, with disciplined capital allocation and robust free cash flow margins supporting long-term confidence.With AAPL likely bottomed after a correction, I believe its defensive positioning, strong pricing power, and proven ability to navigate hardware and AI market cycles will become evident.Time for me to upgrade AAPL into a Buy, as the stock looks set to bottom out and continue its next advancing phase.Looking for a helping hand in the market? Members of Ultimate Growth Investing get exclusive ideas and guidance to navigate any climate. Learn More » ozgurdonmaz/iStock Unreleased via Getty Images

The market wanted more from Tim Cook and company, and Apple Inc. (AAPL) delivered. Hence, I guess it should lend credence to the positive reaction this week (as AAPL finished in the green for the

Analyst’s Disclosure: I/we have a beneficial long position in the shares of AAAL, MSFT, META, GOOGL, XLK 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.
2026-01-31 15:28 1mo ago
2026-01-31 10:00 1mo ago
Rosen Law Firm Encourages PennyMac Financial Services, Inc. Investors to Inquire About Securities Class Action Investigation - PFSI stocknewsapi
PFSI
, /PRNewswire/ --

Why: Rosen Law Firm, a global investor rights law firm, announces that it is investigating potential securities claims on behalf of shareholders of PennyMac Financial Services, Inc. (NYSE: PFSI) resulting from allegations that PennyMac may have issued materially misleading business information to the investing public.

So What: If you purchased PennyMac securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.

What to do next: To join the prospective class action, go to https://rosenlegal.com/submit-form/?case_id=51887 https://rosenlegal.com/submit-form/?case_id=39889 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

What is this about: On January 29, 2026, PennyMac filed a Current Report with the Securities Exchange Commission on Form 8-K announcing PennyMac's fourth quarter and full-year 2025 financial results. The report stated that PennyMac's "servicing segment pretax income was $37.3 million, down from $157.4 million in the prior quarter and $87.3 million in the fourth quarter of 2024," as well as "[retax income excluding valuation-related items was $47.8 million, down 70 percent from the prior quarter driven primarily by increased realization of mortgage servicing rights (MSR) cash flows as lower mortgage rates drove higher prepayment activity."

On this news, PennyMac's stock price fell $49.78 per share, or 33.3%, to close at $99.92 per share on January 30, 2026.

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.  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, 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.

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.
2026-01-31 15:28 1mo ago
2026-01-31 10:02 1mo ago
Should You Buy Cameco While It's Below $124? stocknewsapi
CCJ
Cameco is a hot commodity on Wall Street right now, but is it still worth buying?

Uranium producer Cameco (CCJ 7.69%) has a strong history. However, the current stock price is in uncharted territory. The stock is trading very close to its all-time high of roughly $124 per share. Should you jump in while it is trading just under that price? Here are some things to consider before making your final investment decision.

What does Cameco do? Cameco is tied at the hip to the nuclear power industry. However, the company doesn't produce power; it is an industry supplier. Historically, it has mined for and processed uranium. It still does this, but it recently bought half of Westinghouse, which provides services to the nuclear power industry. Still, as Cameco stands today, it is a pick-and-shovels play on nuclear power.

Image source: Getty Images.

Westinghouse is a fairly reliable cash-flow generator. Mining for uranium, on the other hand, has a history of being a volatile business. Uranium is a commodity, and its price rises and falls based on supply and demand dynamics in the industry. Cameco tends to use long-term contracts to help protect its cash flows from commodity swings, but there's no way to completely avoid the impact.

Right now, nuclear power is in high demand due to rising electricity demand driven by technologies like artificial intelligence and electric vehicles. That has investors excited about the uranium sector. However, nuclear power has fallen out of favor before, typically after reactor meltdowns. The last such meltdown was Fukushima in 2011, following which uranium prices tanked. Not shockingly, Cameco's stock price fell dramatically, as well.

There may not be enough uranium to go around The simple story here is that more demand for nuclear power will lead to more reactors being built. More reactors mean more customers for Cameco's uranium. That alone could be seen as a positive. But remember that uranium is a commodity. The growing demand for nuclear power is the demand side of the supply/demand equation. Something interesting is also happening on the supply side.

Cameco estimates that by 2030, there is going to be a small gap between supply and demand. That gap is going to grow over time, even with the currently planned investment in the industry's production. The gap, if demand trends remain the same, could grow into a Grand Canyon-sized chasm. In that scenario, uranium prices would likely skyrocket.

Today's Change

(

-7.69

%) $

-10.28

Current Price

$

123.39

Wall Street tends to be forward-looking, so this outlook is getting priced into Cameco's stock price today. Over the past five years, the company's stock price has risen by more than 800%. At the current price, Cameco's price-to-sales ratio is 21, compared to a five-year average of around 8. Its price-to-book value ratio is 10.8, compared to a longer-term average of 3.1. Both of these metrics suggest the stock is expensive today.

That said, the go-to valuation metric is normally the price-to-earnings ratio. Cameco doesn't have a five-year average for this metric because of losses in that span. However, the current P/E ratio of 140 is shockingly high on an absolute basis.

Should you buy Cameco today? If you are wondering if you should buy Cameco today, the answer is, unfortunately, it depends. The stock looks expensive, so anyone with a value bent will likely want to avoid it. However, if the supply/demand dynamics unfold as expected, there could be material upside to the company's sales and earnings.

That said, in order to buy Cameco today while it is hovering near all-time highs and trading with what appears to be a very high valuation, you need to believe that Wall Street is not already fully pricing in the long-term opportunity.
2026-01-31 15:28 1mo ago
2026-01-31 10:02 1mo ago
M2i Global CEO discusses US critical mineral dependency - ICYMI stocknewsapi
MTWO
M2i Global Inc (OTC:MTWO) CEO Alberto Rosende talked with Proactive about the company's mission to reshape the U.S. critical minerals supply chain.

In a conversation centered on national security and economic resilience, Rosende outlined how M2i Global is addressing America's over-reliance on foreign sources for critical minerals.

Proactive: Welcome back inside our Proactive newsroom. Joining me now is Alberto Rosende. He is the CEO of M2i Global. Alberto, good to see you again. How are you?

Alberto Rosende: Excellent, excellent. Trying to stay warm in this cold. How are you?

Good. Doing well, doing well. Yes, it is cold — but what's heating up is the need for critical minerals. That’s been the story for the last couple of years. The U.S. government has recently come out to say why it’s so important and how they want to catch up. You feel the company is in a perfect sweet spot for that?

Oh, absolutely. The founding principle of M2i is really focused on creating a transparent, sustainable, and responsible critical minerals supply chain flow for the United States. It’s for national defense and economic security—they’re tied together at the hip.
Back in April, as the administration was getting underway, they issued a 232 investigation. The Department of Commerce looked at imports and their impact on our economic viability and national security. We've been waiting for the results, and on January 14th, this past week, the White House announced those findings.

Tell me about those and how the company fits in with that.

Absolutely. As I mentioned, we focus on the critical minerals supply chain. We've been working on returning processing to the United States while sourcing from our allied partner in Australia. It’s really a hand-to-glove fit with the 232 investigation findings.
Not only did it focus on the impact of critical mineral imports on our economic and national security, but it also confirmed how dependent we are—we’re 100% dependent on 12 of those critical minerals, and over 50% dependent on over 29 of them. There are 60 critical minerals on the list. So this aligns right with our mission at M2i. We feel very well positioned to keep moving forward and provide solutions for the United States and our allies.

It’s interesting because we’re at a point with critical minerals similar to what happened with diamonds years ago—when people began tracing where diamonds came from. That’s really happening now with minerals. So are lessons from then being implemented now? Is that where the strength of your company is coming in?

Right, absolutely. Not only did we want to bring processing back, but we also wanted to ensure we could prove the provenance of all critical minerals in the supply chain. That’s the issue we’ve been working to impact.

We recently had a podcast with Ellen Carey, an expert in supply chain traceability, and we discussed this. I highly recommend folks check it out. Being able to trace minerals back to their source is critical. We want to make sure they are mined responsibly and not associated with forced labor, child labor, or other unethical practices. The flow of critical minerals to the U.S. must increase. We need to process them here—but also know exactly where they’re coming from and how they’re being extracted.

Quotes have been lightly edited for clarity and style
2026-01-31 15:28 1mo ago
2026-01-31 10:13 1mo ago
The Time to Buy ServiceNow Is Now: Oversold and Ready for a Rebound stocknewsapi
NOW
Valuation concerns capped ServiceNow NYSE: NOW price action in 2025, setting up a correction and buying opportunity unfolding in 2026. The Q4 release not only affirmed the company’s strengths but also its longer-term outlook and deepening value. Trading at approximately 30x earnings today, the stock is approximately 15x the 2030 outlook, suggesting a solid double-digit to triple-digit price advance lies ahead. 

ServiceNow Today

$116.73 0.00 (0.00%)

As of 01/30/2026 03:59 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$113.13▼

$211.48P/E Ratio69.98

Price Target$194.47

Institutional activity is another factor highlighting the early 2026 opportunity. The group sold on balance in Q4 2025, harvesting losses for tax purposes, but bought on balance for the year and accelerated activity in early 2026. Buying in January topped $6 billion, or approximately 4% of the market cap, and will likely remain solid due to the value opportunity. 

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Highlights from the Q4 release include a $5 billion increase to the buyback authorization. The buybacks are focused on offsetting dilution and are a significant factor for investors. While this company does not buy shares aggressively or pay dividends, it is aggressively investing in its growth and produced an attractive 35% equity gain for investors in 2025. The year-end balance sheet highlights reveal the company is well-positioned to continue executing its strategy, while the 2026 outlook suggests another double-digit equity gain is ahead. 

Generative AI Drives Q4 Strength for ServiceNow ServiceNow had a solid quarter with revenue growing by more than 20% to over $3.5 billion. The strength was driven by subscriptions, up 21% year-over-year, underpinned by agentic and generative AI tools and client growth. The Now Assist generative AI tool is a growth pillar, up more than 100% compared to the prior year, while net new contract volume in contracts over $1 million increased by 40%. 

Margin news is also favorable despite the market response. The company delivered margin strength, underpinned by revenue leverage and operational quality, leaving adjusted earnings ahead of expectations. The 92 cents is 3 cents ahead of the consensus tracked by MarketBeat, compounded by a robust 2026 outlook. Guidance forecasts revenue to slow to the low-20% to high-teens, well above the consensus forecast, and is likely cautious given the increase in remaining performance obligations (RPO). Current RPO (cRPO) increased by 25%, and RPO by 26.5%, suggesting acceleration is possible in 2026.

ServiceNow Stock Overextends, Diverges From Indicators Overall MarketRank™94th Percentile

Analyst RatingModerate Buy

Upside/Downside66.9% Upside

Short Interest LevelHealthy

Dividend StrengthN/A

News Sentiment0.17 Insider TradingSelling Shares

Proj. Earnings Growth28.67%

See Full Analysis

ServiceNow’s stock price plunged more than 10% following the Q4 release and guidance update and may continue to fall in 2026. However, the charts indicated significant divergences in stochastic and MACD, suggesting overextension, shifting market dynamics, and a potential for a robust rebound. In this scenario, ServiceNow’s stock price may find a bottom in early 2026 and then set up to rebound later in the year. 

The December stock split is also impacting markets today. The stock split provided an opportunity for investors to sell, a not uncommon event, adding downward pressure to the price action. The critical takeaway is that this company issued a stock split, and those that do tend to trend higher over the long term. That is because companies that split do so because their stock prices have gotten too high; the stock price increases are underpinned by strong business, cash flow, and, usually, capital returns, and those conditions remain in effect following the split. The probable result is that the current selling pressures on ServiceNow stock will soon shift toward a more accumulation-focused market. 

The catalyst for the rebound will likely come in an upcoming quarterly report. Sustained strength can put analysts in a more bullish posture and bring the retail market back to buying. As it stands, the analysts are lowering their price targets for this Moderate Buy-rated stock and indicate a move to the low end of the range, where the stock is currently trading, with low-end targets providing a floor near critical support.

Should You Invest $1,000 in ServiceNow Right Now?Before you consider ServiceNow, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and ServiceNow wasn't on the list.

While ServiceNow currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

We are about to experience the greatest A.I. boom in stock market history...

Thanks to a pivotal economic catalyst, specific tech stocks will skyrocket just like they did during the "dot com" boom in the 1990s.

That’s why, we’ve hand-selected 7 tiny tech disruptor stocks positioned to surge.

The first pick is a tiny under-the-radar A.I. stock that's trading for just $3.00. This company already has 98 registered patents for cutting-edge voice and sound recognition technology... And has lined up major partnerships with some of the biggest names in the auto, tech, and music industry... plus many more. The second pick presents an affordable avenue to bolster EVs and AI development…. Analysts are calling this stock a “buy” right now and predict a high price target of $19.20, substantially more than its current $6 trading price. Our final and favorite pick is generating a brand-new kind of AI. It's believed this tech will be bigger than the current well-known leader in this industry… Analysts predict this innovative tech is gearing up to create a tidal wave of new wealth, fueling a $15.7 TRILLION market boom. Right now, we’re staring down the barrel of a true once-in-a-lifetime moment. As an investment opportunity, this kind of breakthrough doesn't come along every day.

And the window to get in on the ground-floor — maximizing profit potential from this expected market surge — is closing quickly...

Simply click the link below to get the names and tickers of the 7 small stocks with potential to make investors very, very happy.

Get This Free Report
2026-01-31 14:28 1mo ago
2026-01-31 08:22 1mo ago
Hyperscalers to Spend Over $500 Billion on AI in 2026: Here Are the 3 Stocks to Buy stocknewsapi
AVGO NVDA TSM
Industry research forecasts that AI hyperscalers will spend at least $500 billion on infrastructure in 2026.

According to a recent report published by Goldman Sachs, artificial intelligence (AI) hyperscalers are forecast to spend more than $500 billion on infrastructure this year. As capital expenditure (capex) budgets become larger, developers like Microsoft, Alphabet, Amazon, and Meta Platforms share a common idea: Accelerate data center build-outs.

Let's dig into three companies poised to benefit from these explosive AI-related infrastructure tailwinds both during 2026 and beyond.

Image source: Nvidia.

1. The jack of all trades: Nvidia The most obvious beneficiary of accelerating infrastructure spend is Nvidia (NVDA 0.72%). Nvidia kicked off the AI revolution three years ago after big tech realized the company's graphics processing units (GPUs) could be used to build numerous generative AI applications.

Data by YCharts.

On the surface, relentless demand for Nvidia's GPUs has fueled an unprecedented rise in the company's top line. But Nvidia's profitability profile should be what smart investors are focusing on.

As the company's operating cash flow continues to grow, Nvidia has positioned itself to double down on its innovation road map -- releasing new GPU architectures about every 18 months. While the company's current Blackwell series is considered the gold standard, Nvidia is already building a massive backlog -- reportedly in the hundreds of billions of dollars -- as hyperscalers rush to secure the company's newest chips, dubbed Rubin.

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This is all to say that as investments in training and inference continue to skyrocket, demand for Nvidia's general-purpose chipsets doesn't appear to be diminishing in the slightest.

2. The networking specialist: Broadcom There is more to building AI data centers than just outfitting these facilities with rows of GPU clusters. What makes AI chips such a hot commodity is their ability to process extremely sophisticated algorithms at high speeds. However, there are underlying challenges to these technological dynamics.

Broadcom (AVGO +0.15%) supplies the nuts and bolts that keep GPU clusters running efficiently around the clock. What I mean by that is developers need to allocate meaningful budget spend to less glorious products such as networking switches and interconnects.

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Another way Broadcom benefits from rising infrastructure spend is through custom silicon. Major companies such as Apple, ByteDance, Alphabet, and Meta reportedly collaborate with Broadcom to design custom application-specific integrated circuits (ASICs).

This is a fancy way of saying that the hyperscalers are looking to complement their existing GPU stacks with their own architectures as a way to lower costs and migrate away from an overreliance on a single provider.

While Broadcom doesn't find its name in the headlines as much as Nvidia or Advanced Micro Devices, the company's diversified product suite is just as important to the overall AI narrative. As big tech buys more GPUs, builds more data centers, and introduces next-generation products, Broadcom is in a lucrative position to win incremental business alongside its peers thanks to the rapid expansion of infrastructure capacity.

3. The pick-and-shovel giant: Taiwan Semiconductor Manufacturing I can't think of a better company that stands to benefit from the chip demand spike than Taiwan Semiconductor Manufacturing (TSM 2.65%). If Nvidia and Broadcom contain the chips driving the AI revolution, TSMC holds the keys to get the car started.

TSMC is the largest chip manufacturer in the world as measured by revenue -- holding an estimated 70% market share. Nvidia, AMD, Broadcom, Micron Technology, and some of the hyperscalers outsource their chip production to TSMC's foundry.

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This role makes TSMC a pick-and-shovel provider for the AI infrastructure boom. In other words, it doesn't really matter which chip architectures are in high demand. So long as enterprises are spending on AI chips, odds are that TSMC is the company making them. From a macro point of view, rising capital expenditure budgets could be seen as a proxy for TSMC's trajectory, given the company's leading role in bringing AI hardware to life.

Per the company's fourth-quarter earnings report, TSMC's management sees AI as a generational growth trend -- one that should produce robust revenue and profit margin expansion throughout the rest of the decade.

Against this backdrop, TSMC might be the biggest beneficiary of all when it comes to the secular themes fueling infrastructure -- making it potentially the safest AI chip stock in the market right now for long-term investors.

Adam Spatacco has positions in Alphabet, Amazon, Apple, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Apple, Goldman Sachs Group, Meta Platforms, Micron Technology, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom. The Motley Fool has a disclosure policy.
2026-01-31 14:28 1mo ago
2026-01-31 08:30 1mo ago
How We're Playing ‘AI 2.0' For Big Dividend Payouts stocknewsapi
HQL
Scientist analyze biochemical samples in advanced scientific laboratory. Medical professional use microscope look microbiological developmental of viral. Biotechnology research in science lab.

getty

If you’re wondering whether the rally in tech stocks is fading, well, it is.

So if your portfolio is heavily weighted toward the sector (and it very well could be, given tech’s meteoric run), it’s time to shift.

We’re going to look at why the so-called Magnificent 7’s years-long run is set to ease in the months ahead. Then we’re going to go on offense and defense at the same time.

On offense, we’ll look to front-run the crowd into what I see as the next hot sector to benefit from the rise of AI. And for defense, we’re going to make a move to boost our dividend income substantially.

That way we’re not only building our income stream but we’re hedging against volatility, as we’ll be getting more of our return in cash.

Let’s start with why I see tech fading this year, after more than three years of dominance. But do keep in mind I’m not advocating selling out of tech—there are still lots of gains to come as it embeds itself further into our lives.

What I am saying is that it’s time to rebalance so we have free cash to put toward the strategy we’re going to get into today. The good news is that you can get a large part of the way there with just one buy—and no, it’s not an ETF. We’re going to get a level of income that’s very difficult to get with ETFs alone.

The Magnificent 7 Pass the BatonThe big-cap tech darlings have been called a lot of things over the last few years. Remember FAANG? It was an admittedly weird acronym consisting of Meta Platforms (META), then called Facebook, as well as Amazon.com (AMZN), Apple (AAPL), Netflix (NFLX) and Alphabet (GOOGL), then, of course, called Google.

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All the corporate name changing—and the fact that Netflix essentially became a movie studio—put an end to FAANG. So we moved to the Magnificent 7: Apple, Amazon, Alphabet and Meta, as well as Microsoft (MSFT), NVIDIA (NVDA) and Tesla (TSLA).

These stocks demolished the market back in 2023 and 2024, as more investors realized AI was going to be a major turning point for the economy and society as a whole.

This encouraged some fund managers to start ETFs that invest only in the Mag 7, like the Roundhill Magnificent Seven ETF (MAGS). It also spurred funds that trade in everything but, like the Defiance Large Cap Ex-Mag 7 ETF (XMAG), whose portfolio, as the name suggests, holds the S&P 500 minus the Mag 7.

When we compare these two, we start to see the tech “fade” I mentioned earlier.

Mag7 Total Returns

Ycharts

This chart compares these two ETFs’ performance in 2025. As you can see, XMAG (in orange) actually led the Mag 7 ETF (in purple) for much of the year, and only trailed by seven points at year-end.

This pattern is the result of a well-worn business cycle. It goes like this: One company (or sector, in this case) develops a new, more efficient way of doing something (AI). Then they start using it, making more money as a result.

Others in that sector copy the method. Then firms in other sectors realize this new approach can be adjusted for their use, so they adopt it and grow more efficient.

The name for this is, I kid you not, GPT, “general purpose technology.” It describes when an innovation in one field can be generalized to others. It’s a supreme irony that ChatGPT and other AI tools are themselves a kind of GPT!

This is happening slowly and unevenly, but it is one reason why the rest of the market is catching up to the Mag 7. And there’s still time for us to front-run this shift, which is apparent in more than just tech firms’ stock performance. Take a look at this:

Profit Margins Expand

Apollo Global Management

In this chart from Apollo Global Management chief economist Torsten Sløk, we can see how operating margins for the tech sector (in orange) have expanded, compared to the broader S&P 500 (in green). We also see that overall, the operating margin of the S&P 500 (including tech) rose from around 12% in 2007 to about 16% in 2025.

In other words, publicly traded companies grew about a third more efficient over this period. But note that all of this gain came from the tech industry.

But now we’re starting to see the, er, GPT of ChatGPT and other AI tools spread into other areas. That means we need to look beyond tech to put our strategy in play.

An 11.6%-Paying Fund in the Next Sector to Win From AIWe can do that with one closed-end fund (CEF) we added to my CEF Insider service late last year: the abrdn Life Sciences Investors Fund (HQL), which yields 11.6%.

HQL has a range of tools to help it deliver that payout. For starters, it’s run by medical researchers (Jason Akus, head of Aberdeen’s healthcare investments, is a doctor). And they’ve built a portfolio of strong biopharma stocks, such as Amgen (AMGN), Regeneron Pharmaceuticals (REGN) and Gilead Sciences (GILD).

These firms are ripe for AI optimization. In fact, most of the sector is using the tech already, to improve research and slash drug-development timelines (and risks).

These were some of the reasons why I recommended HQL to subscribers of my CEF Insider service in October 2025. Since then, the fund’s net asset value (NAV, or its underlying portfolio—in blue below) has topped the go-to S&P 500 ETF (in purple), including dividends the fund has collected on its holdings.

HQL Total Returns

Ycharts

It’s not too late to get in: Even with this gain, HQL trades at a 9.6% discount to NAV as I write this. That’s around where it was at the time of my October recommendation, and it means we’re essentially buying for around 90 cents on the dollar.

HQL has a “managed” payout, under which Akus and his team can shift the amount they pay in any given quarter. This is a feature, not a bug; even though it does mean HQL’s payout floats around a bit, it also means the fund can pull back payouts in a market rout in order to have extra cash to buy the resulting bargains.

And in a bull market, HQL can ramp up payouts. That’s something they’ve done with the latest payout, as you can see below, and I expect more increases as AI optimizes the pharma business:

HQL Dividend

Dividend Tracker

That’s why HQL is still attractive to us. And it’s just one example of how we can use CEFs to front-run AI’s move into other parts of the economy.

Moreover, there are plenty of other high-yielding CEFs in different (but equally “AI-ripe”) sectors we can use to pull off the same thing. Making contrarian moves like these—at discounts and with high dividends—is the core of our approach at CEF Insider.

Michael Foster is the Lead Research Analyst for Contrarian Outlook. For more great retirement income ideas, click here for our latest report “Indestructible Income: 5 Bargain Funds with Steady 9.1% Dividends.”
2026-01-31 14:28 1mo ago
2026-01-31 08:30 1mo ago
Get Paid To Buy Microsoft Stock At $300 stocknewsapi
MSFT
10 December 2025, Bavaria, Munich: The Microsoft logo and lettering can be seen on the Microsoft Deutschland GmbH headquarters building in Parkstadt Schwabing in Munich (Bavaria). Photo: Matthias Balk/dpa (Photo by Matthias Balk/picture alliance via Getty Images)

dpa/picture alliance via Getty Images

Microsoft has faced a rocky start to the year, with shares sliding 11% in just one month. Despite reporting strong Q2 results, the stock pulled back after management guided for "stabilizing" Azure revenues—a disappointment for investors who were positioned for continued acceleration. Furthermore, a significant concentration risk has emerged: OpenAI now accounts for roughly 45% of Microsoft’s $625 billion commercial remaining performance obligation (RPO). Look at our take on – What Went Wrong With Microsoft Stock? – for more details.

However, with MSFT currently trading at $430—approximately 20% below its 52-week high—the valuation is becoming increasingly attractive for long-term bulls.

The "Deep Discount" StrategyIf you believe in Microsoft’s long-term dominance but want a larger margin of safety, you don’t have to buy at market price. Instead of waiting for a crash that may never come, you can generate income while "naming your price" at $300 per share (a 30% discount from current levels).

The Trade: Selling Cash-Secured Puts By selling a long-dated Put option, you can earn a 6.2% annualized yield while waiting for a better entry point.The Action: Sell the Jan 15, 2027, $300 Put.The Premium: Collect approximately $625 per contract (covering 100 shares).The Yield: This represents a 2.2% annualized return on the $30,000 required to collateralize the trade.The Bonus: By keeping that $30,000 in a money market account earning 4%, your total annualized yield climbs to 6.2%.The Outcome: You either pocket a steady 6.2% return, or you become a Microsoft shareholder at a "steal" price of $300.However, this is not the only stock strategy in town. Trefis High Quality Portfolio is a sophisticated framework designed to reduce stock-specific risk while giving upside exposure.

Possible Trade Outcomes: You Win Either WayStock price outcome and what it means for youMORE FOR YOU

MSFT stays above $300: You keep the full $625 premium – 2.1% extra income over the next 350 days on cash that might otherwise earn you 4.0% or less. You never buy the stock and simply walk away with the cash.MSFT closes below $300: You'll be obligated to buy 100 shares at $300. But thanks to $625 premium, your effective cost basis is just $293.75 per share - a roughly 32% from current level.But to hold this trade with conviction, you want to see long term upside in the stock. Because if it comes to it, you want to be excited about buying the stock cheap.

First, you want fundamentals to check out. For details, see Buy or Sell MSFT Stock or check Microsoft Investment Highlights

Second, you want to better understand competitive advantage and industry tailwinds. Below is what specifically gives us the conviction.

Why Hold MSFT Stock Long-TermMicrosoft’s wide economic moat is built on high switching costs and a dominant ecosystem, which provides pricing power and predictable revenue. The company is at the epicenter of two major secular trends: the ongoing shift to cloud computing and the rise of artificial intelligence. These tailwinds are expected to drive double-digit growth for years to come. A robust balance sheet and strong free cash flow generation further solidify its position as a long-term compounder. Should the stock be assigned, we are comfortable holding a company with such a durable competitive advantage and strong growth prospects.

Competitive AdvantageWe classify MSFT’s economic moat as WIDE, with the primary source being Switching Costs

Successfully implemented multiple price increases for Microsoft 365 and Azure services; despite some customer complaints, there is no evidence of significant customer churn, indicating inelastic demand.High switching costs are evident as enterprise customers are deeply embedded in the Microsoft ecosystem, making migration to competitors costly and complex due to the integration of products like Office 365, Azure, and Dynamics 365.Dominant market share in desktop operating systems with Windows holding a significant global share.Azure maintains a strong and stable number two position in the cloud infrastructure market, consistently capturing a significant portion of the growing market.See Microsoft Full Analysis

Industry TailwindThe industry tailwind is STRONG, with CAGR projection of 12.0% (Grand View Research)

Secular Trend: Digital Transformation (Shift to Cloud & SaaS) and Artificial IntelligenceKey Risks: Regulatory antitrust scrutiny and the perpetual threat of cybersecurity breaches are the primary risks to the industry.Financial GuardrailsCash Generation: Positive Free Cash FlowBalance Sheet: Microsoft maintains a very strong balance sheet with a significant net cash position, indicating a very low risk of bankruptcy. The company consistently generates substantial cash from operations.Not comfortable with options or stock-specific trades? PORTFOLIOS are even better.

Stock Picking Falls Short Against Multi-Asset PortfoliosMarkets move differently but a mix of assets smooths volatility. A multi-asset portfolio keeps you invested and reduces the impact of sharp drops in any single area.

The asset allocation framework of Trefis’ Boston-based, wealth management partner yielded positive returns during the 2008-09 period when the S&P lost more than 40%. Our partner’s strategy now includes the Trefis High Quality Portfolio, which has a track record of comfortably outperforming its benchmark that includes all three - the S&P 500, S&P mid-cap, and Russell 2000 indices.
2026-01-31 14:28 1mo ago
2026-01-31 08:30 1mo ago
Why Adobe Stock Is A Great Value Play stocknewsapi
ADBE
CANADA - 2026/01/22: In this photo illustration, the Adobe logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

SOPA Images/LightRocket via Getty Images

Adobe (ADBE) stock could be a favorable investment at this moment. Why? Because you receive high margins - indicative of pricing power and cash generation ability - for a discounted price. Companies like this tend to produce consistent and predictable profits along with cash flows, which help lower risk and facilitate capital reinvestment. The market usually rewards such qualities.

What Is Happening With Adobe Stock?ADBE stock is currently 43% less expensive based on its P/S (Price-to-Sales) ratio compared to last year.

Although the stock may not show it yet, here are some positive developments for the company: Adobe's Q4 2025 achieved record operating cash flows exceeding $10 billion for FY2025, fueled by the increasing customer adoption of AI-driven features like Firefly. Monthly active users for complimentary AI services soared 35% to over 70 million. This AI-boosted Annual Recurring Revenue (ARR) now exceeds $8 billion. Strategic pricing changes for the Creative Cloud Edition 4 and photography plans in 2025, combined with updated individual app credit structures, strengthen recurring revenue streams. Remaining Performance Obligations currently total $22.52 billion, offering clear revenue visibility. Adobe also anticipates more than 10% total ARR growth for FY2026.

ADBE Has Strong FundamentalsRecent Profitability: Nearly 42.2% operating cash flow margin and 36.6% operating margin LTM.Long-Term Profitability: Approximately 39.1% operating cash flow margin and 35.6% operating margin last 3-year average.Revenue Growth: Adobe experienced growth of 10.5% LTM and 10.5% last 3-year average, but this is not classified as a growth story.Available At Discount: With a P/S multiple of 5.1, ADBE stock is currently offered at a 43% discount compared to last year.Here is a brief comparison of ADBE’s fundamentals with S&P medians.

ADBE fundamentals vs. S&P medians.

Trefis

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*LTM: Last Twelve Months

Don’t Expect A Slam Dunk, ThoughWhile ADBE stock might represent a strong investment opportunity, it’s essential to recognize Adobe stock’s history of downturns. ADBE dropped roughly 72% during the Dot-Com crash, 67% during the Global Financial Crisis, and 60% in the inflation shock of 2022. Even the less extreme declines in 2018 and the COVID selloff approached 25%. This illustrates that regardless of how robust a company appears, it can still suffer significant impacts during challenging market conditions. However, the risk extends beyond just major market downturns. Stocks can decline even in favorable markets - consider situations like earnings reports, business updates, and changes in outlook. Check ADBE Dip Buyer Analyses to understand how the stock has bounced back from significant dips in the past.

Lately, Adobe stock has faced headwinds due to increasing pressure on operating margins (projected at 45% for FY2026) because Adobe is spending heavily on Nvidia GPUs and AI infrastructure to power Firefly. More importantly, Adobe is seeing increased competition from Canva and Figma. While Adobe has 70 million free users, the company needs to prove they can convert those users into paying subscribers faster than competitors can steal them.

If you seek further information, read Buy or Sell ADBE Stock.

How We Arrived At ADBE StockADBE caught our attention because it satisfies the following criteria:

Market cap greater than $10 BilHigh CFO (cash flow from operations) margins or operating marginsSignificantly declined in valuation over the past yearHowever, if ADBE doesn’t seem appealing enough to you, here are alternative stocks that also meet all these criteria:

T-Mobile US (TMUS)Salesforce (CRM)Abbott Laboratories (ABT)Importantly, a portfolio initiated on 12/31/2016 with stocks that fulfill the aforementioned criteria would have yielded the following performance:

Average 12-month forward returns of almost 19%12-month win rate (percentage of selections returning positive) around 72%Multi-Asset Portfolios Offer More Upside With Less RiskStocks fluctuate, but bonds, commodities, and other assets help smooth out the ride. A multi-asset portfolio maintains steadier returns and minimizes single market risk.

The asset allocation model of Trefis’ Boston-based wealth management partner achieved positive returns during the 2008-09 period when the S&P lost over 40%. Our partner’s strategy currently incorporates the Trefis High Quality Portfolio, which has a history of comfortably outperforming its benchmark that includes all three - the S&P 500, S&P mid-cap, and Russell 2000 indices.
2026-01-31 14:28 1mo ago
2026-01-31 08:31 1mo ago
SanDisk, UnitedHealth, Meta Platforms And More: 5 Stocks Investors Couldn't Stop Buzzing About This Week stocknewsapi
META SNDK UNH
Retail investors talked up five hot stocks this week (Jan. 26 to Jan. 30) on X and Reddit's r/WallStreetBets, driven by retail hype, earnings, AI buzz, and corporate news flow.
2026-01-31 14:28 1mo ago
2026-01-31 08:33 1mo ago
Is Figma Stock a Buy Now? stocknewsapi
FIG
This tech company is using artificial intelligence to build up its business.

Shares of design software developer Figma (FIG 4.25%) experienced incredible success when they went public last July, debuting at $33 per share before skyrocketing to a 52-week high of $142.92 in August.

Since then, the stock has reversed course big time. Shares hit a 52-week low of $26.79 on Jan. 21, dropping below the IPO price. This may be a great opportunity to scoop up Figma stock. Or could reasons exist to hold off?

Answering those questions requires a deeper dive into Figma's business. 

Image source: Getty Images.

Figma's successful product strategy Figma is striving to reinvent design software, and one of the ways it's doing so is by incorporating artificial intelligence. For instance, the company acquired AI design start-up Weavy in October.

Weavy, now called Figma Weave, combines several leading AI models with professional editing tools to streamline the design process and enable designers to use AI as a collaborator to quickly achieve their creative visions.

The company's proprietary AI tool, Figma Make, is seeing 30% of customers providing annual recurring revenue (ARR) of $100,000 or more using it on a weekly basis, and usage is growing.

CFO Praveer Melwani explained the company's growth strategy on a November call with analysts, saying, "We deepened our investments in Q3 to build for the AI native workflows of the future." The approach is working, as evidenced by Figma's strong customer growth and retention.

In the third quarter of 2025, the company added more than 1,000 customers with ARR of $10,000 or more. In addition, Figma's net dollar retention rate for clients with ARR of at least $10,000 was 131%, which indicates these high-value customers are expanding their spending.

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Figma's financial performance The company's success in acquiring and retaining customers is driving sales growth. In Q3, Figma achieved record revenue of $274.2 million, a 38% year-over-year increase. In fact, sales have grown every quarter since Q1 of 2024, when revenue totaled $156.2 million.

Figma expects that trend to continue. It anticipates Q4 revenue to come in between $292 million and $294 million, representing 35% year-over-year growth at the midpoint.

The company also boasts an outstanding balance sheet. It exited Q3 with total assets of $2.1 billion, of which over $1.5 billion was cash, cash equivalents, and marketable securities. Total liabilities were $684.7 million, but $473.6 million of that was deferred revenue, representing upfront customer payments that will be recognized as sales after services are delivered.

Despite strong revenue growth, Figma suffered a massive Q3 net loss of $1.1 billion due to stock-based compensation costs related to its IPO. In the second quarter, however, the company was profitable, posting net income of $28.2 million. This suggests Figma can return to profitability in subsequent quarters.

Weighing whether to buy Figma stock Even with the possibility of a near-term rebound to profitability, the company's large Q3 net loss, coupled with a sky-high stock valuation, has led to a steadily falling share price since the initial IPO spike. Consequently, the situation warrants an evaluation of the stock's current value.

Given Figma wasn't profitable in Q3, its share price valuation can be assessed using the price-to-sales ratio (P/S), which measures how much investors are paying for every dollar of revenue generated over the trailing 12 months.

Data by YCharts.

The chart shows Figma's sales multiple exceeded 60 not long after the IPO, but has steadily declined since then. Now, the stock's P/S ratio of about 15 is far more reasonable.

Given the lower valuation, Figma looks like a compelling stock to buy. Its sales growth is poised to continue. Its excellent customer acquisition and retention numbers demonstrate that clients find its products valuable.

Figma's approach to AI, where the tech is an enabler rather than a replacement for human designers, is a sensible strategy given AI's limitations. Figma looks like it's making the right moves for long-term business success amid the rise of AI.
2026-01-31 14:28 1mo ago
2026-01-31 08:33 1mo ago
Regeneron: Expect Double-Digit Growth In 2026 stocknewsapi
REGN
Regeneron is poised for double-digit revenue and EPS growth in 2026, driven by Dupixent and reduced Eylea headwinds. Dupixent's robust expansion and pipeline successors support Regeneron's long-term growth and mitigate post-exclusivity risks. Eylea's decline is moderating, aided by increased patient support and anticipated label expansions.
2026-01-31 14:28 1mo ago
2026-01-31 08:40 1mo ago
ITM Power Plc (ITMPF) Q2 2026 Earnings Call Transcript stocknewsapi
ITMPF
ITM Power Plc (ITMPF) Q2 2026 Earnings Call Transcript
2026-01-31 14:28 1mo ago
2026-01-31 08:41 1mo ago
BTDR IMPORTANT DEADLINE: ROSEN, LEADING INVESTOR COUNSEL, Encourages Bitdeer Technologies Group Investors to Secure Counsel Before Important February 2 Deadline in Securities Class Action - BTDR stocknewsapi
BTDR
NEW YORK, Jan. 31, 2026 (GLOBE NEWSWIRE) --

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 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 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
2026-01-31 14:28 1mo ago
2026-01-31 08:45 1mo ago
If You'd Invested $1,000 In Micron Technology 42 Years Ago, Here's How Much You'd Have Today stocknewsapi
MU
Micron Technology has been one of the biggest winners of the AI boom.

A lot can happen in 40 years. Just ask early investors of Micron Technology (MU 4.80%).

Micron went public in 1984 (42 years ago) as a tiny memory tech company based in Boise, Idaho. Back then, if you wanted to invest $1,000 in Micron stock, you would have called your broker directly over the phone and placed an order. There was no clicking; there was no real-time confirmation.

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If you had placed that order over the phone and let your shares grow over that time frame, here's what would have happened.

From the mid-1980s to the mid-1990s, Micron stock rose over fivefold, driven by the expansion of personal computers and the success of its early DRAM chips. Your original $1,000 would have turned into about $5,700.

The late 1990s delivered another surge in value. Demand for memory tech was exploding alongside the Internet boom, and Micro was growing into one of the world's largest memory producers. By the peak of the dot-com era in March 2000, your original $1,000 investment would have been worth over $50,000.

Then, of course, came the crash.

Image source: Micron Technology.

The dot-com bust absolutely crushed Micron stock. And while the company continued to innovate throughout the 2000s and 2010s, the stock failed to reclaim its dot-com-era highs for about two decades.

All in all, if you had stayed invested from 1984 through the dot-com crash and rocky years leading up to today's AI boom, your original $1,000 investment would be worth about $414,500 today (January 27, 2026).

Put differently: Every $1 invested in Micron in 1984 has turned into roughly $414 today.

Micron continues to rally in 2026, yet its valuation doesn't look stretched. It's currently trading at about 12 times forward earnings, which is lower than the average for the tech sector (about 25). Given the importance of memory in today's tech, there's a good chance this stock has plenty of upside ahead.
2026-01-31 14:28 1mo ago
2026-01-31 08:45 1mo ago
Netflix (NASDAQ: NFLX) Stock Price Prediction and Forecast 2026-2030 (Feb 2026) stocknewsapi
NFLX
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

Netflix Inc. (NASDAQ: NFLX) had a lot to celebrate in 2025, including the final season of popular show “Stranger Things” and movies Frankenstein and Wake Up Dead Man; the success of international content from Korea, Latin America, and elsewhere; and the introduction of live and interactive content. All this has helped buoy the stock despite economic uncertainty.

Shares hit an all-time high of $134.12 last summer, adjusted for a recent 10-for-1 stock split. Compared with Netflix’s initial public offering price, the stock now is up 77,150%, with much of that gain coming since the depths of the COVID-19 pandemic.

The question is what Netflix will do for investors going forward. While Wall Street offers one-year price projections, investors want to know where shares will be many years from now. 24/7 Wall St. has you covered. We applied some assumptions about its business and opportunities for growth and did some number-crunching to offer insights about where Netflix stock will be in future years.

Netflix’s Past Performance

Netflix has reshaped entertainment consumption worldwide.

Before winning the streaming wars, Netflix was already transforming the home entertainment industry. It was founded in 1997 by Reed Hastings as a DVD-by-mail subscription service. At the time, the movie rental market was dominated by physical rentals from giants like Blockbuster. Netflix’s business model disrupted the traditional movie rental model by offering convenience and eliminating late fees.

Hastings took the company public five years later on May 23, 2002, at a split-adjusted $1.21 per share. Today, the stock trades near $83 per share, for a compounded annual growth rate of 31.8%. That means every $1,000 invested in the streamer in 2002 is worth about $693,000 today.

When Netflix began streaming in 2007, the industry was in its infancy with competitors like Hulu and Amazon Prime Video only emerging afterward. By leveraging its vast movie catalog, it quickly became the industry leader before pivoting to original content in the 2010s.

Today, Netflix has over 301 million paid subscribers and has reshaped entertainment consumption worldwide. Recent popular releases include Wake Up Dead Man and KPop Demon Hunters.

Key Drivers for Netflix

Netflix expects ads to become a significant contributor to revenue.

Content success: Although Netflix had a rocky start when it began producing its own content, it has long since found its stride and routinely produces captivating shows that grab the public’s attention. During Covid lockdowns, it had “Tiger King” in 2020 and followed that up with “Squid Game” in 2021. This past year, its most popular shows included “Adolescence” and “Wednesday.” And because it has good relationships with international creators, it has begun bringing out new programming from Brazil, South Korea, the U.K., and elsewhere. The second season of “Squid Game” was its most-watched series in 2024. The movies Carry-On and Jay Kelly have been popular this past year.

Games based on content: A fast-growing opportunity is games based on Netflix IP, such as Squid Game, Virgin River Christmas, Rebel Moon, and Black Mirror. It also has games based on existing IPs, such as Monument Valley 3 and WWE 2K25. As it all comes included as a package with Netflix streaming, it has the potential to see tremendous growth.

Live events: The Mike Tyson-Jake Paul boxing match Netflix hosted on Nov. 15, 2024, drew in 108 million viewers, with 65 million concurrent households at its peak, making it the “most-streamed sporting event ever.” Last year’s NFL Christmas Day Doubleheader averaged over 24 million U.S. viewers. Whether or not Netflix reaches the 200 billion hours of its on-demand streaming content, it should offer significant growth.

Advertising: Netflix expects ads to become a significant contributor to revenue in the next few years. It says it is roughly doubling ad revenue each year, but it is starting from a tiny base. It became meaningful beginning in 2025. In the countries where it shows ads, the ad plan accounted for 50% of the new membership sign-ups it saw in the initial quarter, and ad plan membership was up 35% quarter over quarter.

Netflix Stock Price Prediction in 2026 Analysts covering Netflix stock have a 12-month consensus price target of $111.84 per share. That implies 34.6% upside from where it currently trades, but targets range from a low of $79.00 per share (or 4.9% downside) to a market high of $151.40 per share (82.2% upside). On average, the analysts recommend buying shares, and they have for at least a year.

24/7 Wall St. projects Netflix stock will end the year at $143.71 per share, based on advertising beginning to take off, but as subscribership in its more mature markets slows, revenue growth should maintain its 12% growth rate. Netflix should continue to trade at elevated multiples consistent with where it trades today.

How Netflix’s Next Five Years Could Play Out

A stock split before the end of the decade?

Valuing Netflix’s stock price for the coming years, we begin with revenue of $39.0 billion and net income of $8.7 billion for 2024. Then provide our best estimate of the market value of the company by assigning a price-to-earnings multiple.

Revenue (billions) Net Income (billions) EPS 2025 $43.5 $9.0 $25.32 2026 $48.7 $10.2 $29.94 2027 $53.6 $11.5 $36.81 2028 $58.4 $12.8 $41.48 2029 $63.7 $14.0 $47.36 2030 $69.4 $17.4 $58.50 For 2027, we forecast the growth juggernaut will ease slightly to 10% growth in revenue, though it will maintain its margins of 21% giving us earnings of $36.81. With a P/E ratio of 42, that translates into a price target of $154.60 per share.

Through 2029, we forecast Netflix will take its foot off the revenue gas ever so slightly at just 9% annually. With a P/E ratio of 40, in line with its five-year average, we get price targets of $165.92 in 2028 and $189.44 per share in 2029.

At this point, Netflix remains the dominant streaming service, but offering a multitude of gaming options and live events. Although advertising will be a considerable component of revenue, it will have reached critical mass in most of its important growth markets by 2030, and the maturity of its business will see Netflix’s revenue growth slow to 9%. Margins, however, should continue improving to 25%, which will readily support a price target of $222.30 per share at a P/E ratio of 38.

Price Target Upside Potential 2026 $143.71 72.9% 2027 $154.60 86.0% 2028 $165.92 99.6% 2029 $189.44 127.9% 2030 $222.30 167.5% Top Five Stocks to Avoid Despite the AI Hype

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No hoops or extra spending. Get approved, and the bonus is yours. If you shop at Amazon or Whole Foods, this card could help you earn meaningful cash back from purchases you’re already making. This offer won’t last forever, and for Prime members, it’s basically a no-brainer.

Amazon Prime members: See what you could get, no strings attached
2026-01-31 14:28 1mo ago
2026-01-31 09:00 1mo ago
The CEO Steering Hyundai's $26 Billion U.S. Bet—and Its Push Into Robots stocknewsapi
HYMLF
In an interview, José Muñoz, the automaker's first non-Korean leader, says he wants to build factories in the U.S. faster.
2026-01-31 14:28 1mo ago
2026-01-31 09:00 1mo ago
Western Digital: AI Beneficiary Status Proven - Premium Valuations Overly Done stocknewsapi
WDC
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.

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.
2026-01-31 14:28 1mo ago
2026-01-31 09:02 1mo ago
Northstar Gold secures $4M for Cam Copper Project - ICYMI stocknewsapi
CPER JJC NSGCF
Northstar Gold Corp. (CSE:NSG) CEO Brian Fowler joined Proactive to discuss discussed the recent approval of up to $4 million in funding from DIGITAL, Canada’s innovation cluster for digital technology, to advance its Cam Copper Project.

The funding will support the implementation of “surgical mining” technology developed by Novamera, a low-impact approach to mining that utilizes rotary drilling to target narrow, high-grade mineralized zones.

This initiative began in 2023 following a memorandum of understanding with Novamera, and it aims to mine copper at the Cam Copper Project, located 18km southeast of Kirkland Lake, Ontario. In 2023, Northstar intersected a standout interval of 14.5% copper over 2.5 metres.

Proactive: All right, welcome back inside our Proactive newsroom. And joining me now is Brian Fowler. He is the CEO of Northstar Gold Corp. Brian, good to see you again. How are you?

Brian Fowler: I'm well, thank you. Good to see you.

So you and I talked in the past about your hope to use this type of surgical mining at your CAM Copper Mining Project, and today you're announcing that you've secured up to $4 million from DIGITAL, which is Canada’s global innovation cluster for digital technology. So I know that this has been a long time coming for you, Brian. Maybe explain a bit about this?

Certainly. Yes, we're very pleased to announce this. It all started back in 2023 when we signed an MOU with Novamera, who were very interested in our high-grade CAM Copper Project, 18 km southeast of Kirkland Lake. In 2023, we intersected some very high-grade copper — 14.5% copper over 2.5 metres.

Novamera specializes in what they call surgical mining. That involves rotary drilling down the throat of tabular deposits using up to a two-metre diameter drill. The cuttings can be collected and shipped directly to a mill. It's a novel new approach to mining with a very low environmental impact.

DIGITAL is a federally funded agency with a mandate to support critical minerals, mining and technology. So we engaged DIGITAL through agreements with Novamera, and this morning we announced a project that’s been approved for up to $11 million. DIGITAL will provide up to $4 million, split roughly evenly between Novamera and Northstar, to advance this.

This is obviously really good news because this is federal funding. So it’s not diluting your shareholders and allows you to get that capital where you need it — in the ground.

Absolutely. On our side, we have about $3.5 million in capital costs to get things going. We expect to receive about $2 million from DIGITAL. This is a net investment — basically funding up to 30% of pre-approved expenditures. We have to spend the money to get the return, but this is huge for us. It’s a solid endorsement, and we look forward to moving ahead.

And the other thing, Brian, is you have partners. You've got Novamera, Northstar, Micon — you've got people to absorb some of this cost as well. I know you're high on this project after the results you’ve had. So it’s nice to have those friends helping lead the way.

Absolutely. You can’t do it yourself. Like I said, we started discussions with Novamera in October 2023, and we’ve kept moving this forward. We're very pleased to have achieved this milestone.

Do you have a timeline as to what’s going to happen in 2026? Any thoughts on that yet?

Certainly. We closed a $1 million private placement just before year-end and used some of those proceeds to do more infill diamond drilling on the No. 2 Zone at CAM Copper, where we're going to conduct surgical mining. We’re currently logging that core and anticipate announcing significant assays next month. That will update our geological model, which we’ll provide to Novamera. They’ll review and finalize their mining projections.

That will all be incorporated and reported through a 43-101 report, which Micon will oversee. That will form the basis for a mine permitting application. We need to apply for a closure plan and go through an environmental assessment. But being surgical mining, with such a low environmental footprint, and with federal support, we anticipate an accelerated and simplified permitting timeline.

Quotes have been lightly edited for style and clarity  
2026-01-31 14:28 1mo ago
2026-01-31 09:03 1mo ago
1 Underrated AI Stock to Buy and Hold for 10 Years stocknewsapi
FVRR
Lesser-known artificial intelligence (AI) stocks may end up delivering superior returns, too.

Over the past two years, investors have raced to buy shares of leading artificial intelligence (AI) stocks. Many of them have produced incredible returns recently.

However, some companies that are also capitalizing on AI have been largely ignored by investors. One of them is Fiverr (FVRR 1.82%). Despite lagging broader equities in recent years, Fiverr might be worth investing in and holding on to for the next decade. Here's why.

Image source: Getty Images.

How Fiverr is cashing in on AI Some companies offer AI services through the cloud. Others sell specialized chips that provide the raw computing power needed to train AI models. Fiverr doesn't do any of that. The company's platform connects freelancers with corporations and individuals who need their services, making it a notable player in the gig economy. Since AI became the new big thing on Wall Street, Fiverr has seen a surge in demand for AI-related services on its platform.

This makes sense: While large corporations have the budget to buy entire teams of AI experts, smaller businesses don't. A platform like Fiverr helps the little guy access AI services and implement the technology across their operations at a reasonable cost. In May 2025, Fiverr noted in its annual Business Trends Index that the search for AI-agentic services had skyrocketed by a whopping 18,347% over the six months prior to the report's release.

It is also having a notable impact on the company's financial results, with demand for AI-related services helping drive top-line growth.

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Why the stock is a buy Fiverr's top-line growth has declined from the heights it reached in the early years of the pandemic. However, the company has made progress elsewhere. It is now consistently profitable, for instance. The company achieved this goal, despite slower revenue growth, thanks to a disciplined approach and cost-cutting efforts.

Can Fiverr now find a way to improve on the top line? My view is that it can. The gig economy is projected to continue expanding as more people seek ways to earn extra money and others are attracted to the flexibility of freelancing. Fiverr benefits from a network effect in this niche, as more businesses on its platform attract more freelancers. And in the next decade, AI won't be its only growth driver. The company sees a large, $247 billion addressable market.

Will Fiverr capture this entire opportunity by itself? No, but it doesn't need to do so. The company's comparatively tiny trailing-12-month revenue of $427.4 million suggests even grabbing about 2% of that total would be a success for Fiverr. In short, the stock has plenty of room to run, and it might be worth it to buy Fiverr's shares while they remain down significantly over the past few years.
2026-01-31 14:28 1mo ago
2026-01-31 09:05 1mo ago
3 Emerging Market Stocks Leveraging South America's Momentum stocknewsapi
DLO MELI NU
While U.S. equities have struggled to gain meaningful traction this year, several emerging markets have delivered strong outperformance. A large part of that strength has come from renewed interest in commodities and non-dollar assets. Buying commodities, from gold to industrial metals, often acts as a short on the dollar, and that dynamic has increasingly benefited emerging markets.

The performance gap tells the story. As of the Jan. 29 close, the iShares MSCI Emerging Markets ETF NYSEARCA: EEM was up 10.5% year-to-date (YTD), compared to just a 1.8% gain for the SPDR S&P 500 ETF Trust NYSEARCA: SPY. In South Africa, currency strength has further amplified returns. The South African rand has gained nearly 25% against the U.S. dollar over the past year, helping push the iShares MSCI South Africa ETF NYSEARCA: EZA up almost 15% YTD and more than 84% over the past 12 months.

Get DLocal alerts:

While a near-term pullback in commodities could support the dollar and lead to some digestion across emerging markets, the broader trend appears intact. For investors looking to diversify outside the U.S. and gain exposure to faster-growing economies, South America stands out. Here are three emerging market stocks with compelling long-term narratives.

MercadoLibre: Latin America’s E-Commerce Powerhouse MercadoLibre NASDAQ: MELI is the dominant e-commerce and fintech platform in Latin America, with a market capitalization of nearly $112 billion and membership in the Nasdaq-100. The company operates in e-commerce, logistics, digital payments, and consumer credit, creating a deeply integrated ecosystem across the region.

MercadoLibre Today

$2,147.79 -70.35 (-3.17%)

As of 01/30/2026 04:00 PM Eastern

52-Week Range$1,723.90▼

$2,645.22P/E Ratio52.41

Price Target$2,876.88

MELI carries a Moderate Buy consensus rating, with an average price target near $2,877, implying roughly 30% upside from current levels. Investors will be watching the company’s Q4 earnings report on Feb. 19 closely, especially after it missed earnings per share (EPS) estimates in Q3 due to higher investment spending and macroeconomic pressures in Argentina.

Despite near-term margin compression, MELI continues to scale aggressively. In Q3, the company added 7.8 million new unique buyers, bringing its total user base to 77 million.

Management has emphasized that recent investments in logistics and fintech are designed to strengthen long-term competitive advantages, and won't permanently sacrifice profitability. A return to margin expansion in Q4 could be a key catalyst for MELI stock going forward.

DLocal: A High-Growth Fintech With Reasonable Valuation DLocal NASDAQ: DLO is a Uruguay-based fintech company that enables global enterprises to process payments in emerging markets. Its client roster includes major names such as Amazon.com NASDAQ: AMZN, Uber Technologies NYSE: UBER, Microsoft NASDAQ: MSFT, Alphabet NASDAQ: GOOGL, Nike NYSE: NKE and many others. DLO simplifies complex local payment systems, offering both pay-in and pay-out capabilities across dozens of emerging economies.

DLocal Today

$13.46 -0.58 (-4.13%)

As of 01/30/2026 04:00 PM Eastern

52-Week Range$7.61▼

$16.78P/E Ratio24.04

Price Target$16.40

While its growth has remained impressive, what sets DLO apart is its valuation. The stock trades at a forward P/E of 16, well below many of its fintech peers. In Q3 2025, the company reported EPS of 17 cents, beating expectations, while revenue surged 52% year-over-year to $282.5 million.

Total payment volume reached a record $10.4 billion, marking the fourth consecutive quarter of growth above 50%.

Analysts maintain a Moderate Buy rating on the stock, with price targets forecasting 17% upside.

For investors seeking emerging-market exposure without paying extreme valuations, DLO offers an appealing balance of growth and value.

Nu Holdings: South America’s Digital Banking Leader Nu Holdings NYSE: NU is the largest digital bank in Latin America and one of the largest globally. With a market capitalization of almost $89 billion, Nu has built a mobile-first banking platform offering digital accounts, credit cards, personal loans, insurance, and investment products.

NU Today

$17.74 -1.02 (-5.44%)

As of 01/30/2026 03:59 PM Eastern

52-Week Range$9.01▼

$18.98P/E Ratio34.78

Price Target$18.34

The company continues to expand rapidly beyond its Brazilian roots. As of Q3 2025, Nu reported 13 million users in Mexico and 4 million in Colombia, with plans to enter additional Latin American markets over the coming years.

The region’s population of more than 650 million provides a long runway for growth.

Looking further ahead, Nu recently received conditional approval to expand services into the United States by 2027. It’s a move that could significantly broaden its addressable market.

With strong user growth, improving profitability, and geographic expansion underway, Nu Holdings remains a core emerging-market fintech name to watch.

Should You Invest $1,000 in DLocal Right Now?Before you consider DLocal, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and DLocal wasn't on the list.

While DLocal currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

View The Five Stocks Here

With the proliferation of data centers and electric vehicles, the electric grid will only get more strained. Download this report to learn how energy stocks can play a role in your portfolio as the global demand for energy continues to grow.

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2026-01-31 14:28 1mo ago
2026-01-31 09:09 1mo ago
ROSEN, A LONGSTANDING LAW FIRM, Encourages Simulations Plus, Inc. Investors to Inquire About Securities Class Action Investigation - SLP stocknewsapi
SLP
New York, New York--(Newsfile Corp. - January 31, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Simulations Plus, Inc. (NASDAQ: SLP) resulting from allegations that Simulations Plus may have issued materially misleading business information to the investing public.

SO WHAT: If you purchased Simulations Plus securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.

WHAT TO DO NEXT: To join the prospective class action, go to https://rosenlegal.com/submit-form/?case_id=42476 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

WHAT IS THIS ABOUT: On July 15, 2025, during market hours, Benzinga published an article entitled "Simulations Plus Sees Weaker Demand Persist, Outlook Softens." The article stated that Simulations Plus shares had declined "following the release of [Simulations Plus'] third-quarter 2025 earnings report." The article stated that Simulations Plus had reported sales of $20.4 million, representing a 10% year-over-year increase, but this fell short of the consensus estimate of $20.9 million." Further, "[t]his miss followed preliminary third-quarter sales figures released in June, which were already lower than expectations at $19 million to $20 million, compared to a consensus of $22.78 million."

On this news, Simulations Plus stock fell 25.75% on July 15, 2025.

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. 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.

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/282237

Source: The Rosen Law Firm PA

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

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2026-01-31 14:28 1mo ago
2026-01-31 09:09 1mo ago
Activist Dan Loeb dusts off his poison pen as he seeks a board refresh at CoStar Group stocknewsapi
CSGP
Company: CoStar Group Inc (CSGP)Business: CoStar Group engages in the provision of online real estate marketplaces, information, and analytics in the commercial and residential property markets. It operates through the following segments: CoStar Portfolio, Information Services Portfolio, Multifamily Portfolio, LoopNet Portfolio and Other Marketplaces Portfolio. The CoStar Portfolio segment consists of two classes of trade receivables based on geographical location: North America and International. The Information Services Portfolio segment includes four classes of trade receivables: CoStar Real Estate Manager; Hospitality, North America; Hospitality, International; and other Information Services. The Multifamily Portfolio, LoopNet Portfolio and Other Marketplaces Portfolio segments focus on one class of trade receivables. The company was founded by Andrew Florance and Michael Klein in 1987 and is headquartered in Arlington, Va.

Stock Market Value: $26.07B ($61.50 per share)

Ownership: 0.71%

Average Cost: n/a

Activist Commentary: Third Point is a multi-strategy hedge fund founded by Dan Loeb, that will selectively take activist positions. Loeb is one of the true pioneers in the field of shareholder activism and one of a handful of activists who shaped what has become modern-day shareholder activism. He invented the poison pen letter in a time when it was often necessary. As times have changed, he has transitioned from the poison pen to the power of the argument. Third Point has amicably gotten board representation at companies like Baxter and Disney, but the firm will not hesitate to launch a proxy fight if it is being ignored.

What's happeningOn Jan. 27, Third Point sent a letter to the CoStar board calling on them to (i) replace a majority of the board and align management compensation to total shareholder return; (ii) consider strategic alternatives for Homes.com and related residential real estate (RRE) businesses; and (iii) refocus on the core commercial real estate (CRE) business. Third Point was previously bound by standstill restrictions following a settlement for board seats last year, which expired on Jan. 27. The firm now plans to nominate a new slate of directors.

Behind the scenesCoStar Group (CSGP) is a provider of online real estate marketplaces, information, and analytics in the property market. It manages major brands including CoStar Suite, LoopNet, Apartments.com and Homes.com. Approximately 95% of the company's revenue is derived from its core commercial real estate ("CRE") franchises, which largely consists of CoStar Suite and Apartments.com. These businesses benefit from high barriers to entry, strong pricing power, proprietary data and subscription-based business models that drive recurring revenue and highly predictable free cash flow. Because of these dynamics, this business has historically traded at a premium to its Information Services peers but is now trading in line with them.

This regression in the company's valuation largely stems from CoStar's aggressive investment into the residential real estate ("RRE") marketplace, Homes.com, which the company acquired in May 2021. From the beginning, CoStar's plan to build a dominant online classifieds business in the U.S. RRE industry was deeply flawed. Unlike its core CoStar Suite and Apartment.com businesses, Homes.com lacks clear competitive advantages and meaningful differentiation and faces intense competition from well-established peers like Zillow. Nevertheless, over the past five years, CoStar has invested roughly $5 billion in its RRE segment, $3 billion of which was in the U.S. Despite this massive investment, the U.S. RRE businesses generated only $60 million of revenue in 2024 and $80 million in 2025. Moreover, in addition to these direct financial losses, these initiatives have diverted focus from the core CRE business, limiting its growth potential.

It was this backdrop that initially prompted Third Point to engage with CoStar last year, which ultimately resulted in a support agreement between the company, D.E. Shaw and Third Point. This agreement included (i) the addition of Christine McCarthy, John Berisford and Rachel Glaser as directors to the board; (ii) the retirement of Michael Klein, Christopher Nassetta and Laura Kaplan from the board; (iii) the appointment of Louise Sams as independent board chair; and (iv) the creation of a capital allocation committee. While these governance changes appeared to be a meaningful step in the right direction, progress has been deeply disappointing. Management has continued to move forward with its U.S. RRE initiatives, repeatedly shifting the strategy and missing targets even after they had been revised. In fact, the RRE business has gotten so bad that in 2025, the company cut Homes.com subscription pricing by over 30% and Homes.com is now expected to reduce 2025 adjusted EBITDA by more than 65%. Moreover, these losses are not going away anytime soon, as CoStar's new medium-term guidance now projects that Homes.com will not break even until 2030. Unsurprisingly, these failures continue to be reflected in the company's share performance, which has been underperforming the S&P 500 by over 45 percentage points since the date of the agreement and over 120 percentage points over the past five years.

With the standstill period now expired, it's perhaps no surprise that Third Point is escalating its engagement, issuing a letter to the CoStar board calling on them to (i) replace a majority of the board and align management compensation to total shareholder return; (ii) consider strategic alternatives for Homes.com and related RRE businesses; and (iii) refocus on the core CRE business. While the latter two of these initiatives may feel intuitive given the aforementioned track record, it prompts the troubling question as to why this has not already been put into motion. The answer to that is the board's failure to hold management accountable. In fact, the company has rewarded CEO Andrew Florance. In 2024, he received approximately $37 million in total compensation, placing him in the top 10% of S&P 500 CEO earners despite the company being in the bottom 10% of performers. The board has done nothing to remedy this going forward as it has proposed tying only 25% of his future long-term incentives to total shareholder return, further disconnecting his pay from shareholder outcomes and particularly concerning for a CEO with de minimis stock ownership. This was done by the new board with three of eight directors recently appointed through the Third Point/D.E. Shaw settlement agreement, which appears to underscore the degree of control the CEO maintains over the company.

While this may seem like a tall task, if Third Point succeeds, the upside potential appears significant. The firm points out that CoStar Suite alone has significant untapped pricing power, with an average selling price of just $350 per month, far below comparable information services products. Third Point also believes that the company has substantial opportunities to expand into adjacent end markets and develop new agentic products. Overall, Third Point believes that the CRE business should be capable of achieving EBITDA margins above 50% in the medium term, with further expansion over time given that peers ultimately achieve margins from 60% to 70%. In addition, the company's under-levered balance sheet also provides capacity for meaningful share repurchases, creating further opportunities for shareholder value creation. Putting it all together, absent the RRE distraction, Third Point believes that the CRE business could compound revenue at a mid-teens rate and grow earnings power per share in excess of 20% annually.

This engagement is an example of shareholder activism the way it ought to be. Third Point quickly and amicably agreed to a settlement with the company to give it a chance to show Third Point that it can change its ways and start to turn around its poor performance. Had CoStar Group done that, you would not be reading this right now. But the company did the opposite, leaning into the strategy that has been failing it and its shareholders. So, now Third Point knows two things for sure: (i) change is definitely needed and (ii) three new directors is not enough to release the grip that Florance has on the board. We would expect to see Third Point nominate anywhere from three to six new directors. Two of the three directors (Christine McCarthy and John Berisford) appointed in last year's settlement were selected by Third Point, and we would expect them to not be targeted this year. So, assuming they are on the ballot as incumbents, Third Point could get a majority of the board by winning three seats. The decision whether to go for more than three will be made after consulting advisors on strategy and doing proxy math, particularly in the era of the universal ballot. There is an outside chance that the firm goes for eight if the company does not nominate McCarthy and Berisford. We would hope to see a Third Point executive nominated because in situations like this where substantial change is needed and that change has been met with resistance by a founder/CEO for so many years, it is helpful to have the activist in the room who designed the plan and is most passionate about it. While Third Point does not overtly call for it, it is hard to imagine a scenario where the firm wins meaningful board representation and Florance stays on as CEO – it does not seem like either of them would want that.

Third Point, founded by Dan Loeb, is a true pioneer in shareholder activism, but has used it more sparingly in recent years as dictated by the market environment and available opportunities. He invented the poison pen letter in a time when it was often necessary. As times have changed, he has transitioned from the poison pen to the power of the argument. However, in this campaign we see shades of the old Dan Loeb – using phrases like "feckless board of directors" and "CEO and his supine enablers." We particularly enjoyed his analogy of a CEO's compensation to elementary school children who win participation awards for finishing last. CoStar Group saw the new, more amicable Dan Loeb in April when he settled for three new directors. Now, the company may have woken up the Dan Loeb of the past, who has been in a sort of hibernation for years. We will not know for sure until March 13 when the nomination window opens.

Ken Squire is the founder and president of 13D Monitor, an institutional research service on shareholder activism, and the founder and portfolio manager of the 13D Activist Fund, a mutual fund that invests in a portfolio of activist investments.
2026-01-31 14:28 1mo ago
2026-01-31 09:11 1mo ago
Brown-Forman: Intriguing Long-Term Buy stocknewsapi
BF-A BF-B
Analyst’s Disclosure: I/we have a beneficial long position in the shares of BF.A 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.
2026-01-31 14:28 1mo ago
2026-01-31 09:16 1mo ago
GAUZ Deadline: GAUZ Investors Have Opportunity to Lead Gauzy Ltd. Securities Fraud Lawsuit stocknewsapi
GAUZ
, /PRNewswire/ --

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.

Contact Information:

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      The Rosen Law Firm, P.A.
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SOURCE THE ROSEN LAW FIRM, P. A.
2026-01-31 14:28 1mo ago
2026-01-31 09:16 1mo ago
AppLovin: Alphabet's Project Genie Threat Is An Irrational Excuse stocknewsapi
APP GOOG GOOGL
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 APP over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-01-31 14:28 1mo ago
2026-01-31 09:21 1mo ago
Nvidia CEO Huang denies he is unhappy with OpenAI, says 'huge' investment planned stocknewsapi
NVDA
Item 1 of 3 Nvidia CEO Jensen Huang interacts with supporters before a dinner he hosts with Taiwan tech CEOs in Taipei, Taiwan January 31, 2026. REUTERS/Ann Wang

[1/3]Nvidia CEO Jensen Huang interacts with supporters before a dinner he hosts with Taiwan tech CEOs in Taipei, Taiwan January 31, 2026. REUTERS/Ann Wang Purchase Licensing Rights, opens new tab

TAIPEI, Jan 31 (Reuters) - Nvidia (NVDA.O), opens new tab plans to make a "huge" investment into OpenAI, probably its largest ever, CEO Jensen Huang said on Saturday, denying he was unhappy with the ChatGPT maker.

The chipmaker in September announced plans to invest up to $100 billion in OpenAI, a deal that would give OpenAI the cash and access it needs to buy advanced chips that are key to maintaining its dominance in an increasingly competitive landscape.

Sign up here.

The Wall Street Journal reported on Friday that the plan had stalled after some inside the chip giant expressed doubts about the deal.

The report said Huang had privately underlined to industry associates in recent months that the original $100 billion agreement was non-binding and not finalised.

Huang has also privately criticised what he has described as a lack of discipline in OpenAI's business approach and expressed concern about the competition it faces from the likes of Alphabet's GOOGL.O Google and Anthropic, the WSJ said.

Speaking to reporters in Taipei, Huang said it was "nonsense" to say he was unhappy with OpenAI.

"We are going to make a huge investment in OpenAI. I believe in OpenAI, the work that they do is incredible, they are one of the most consequential companies of our time and I really love working with Sam," he said, referring to OpenAI CEO Sam Altman.

"Sam is closing the round (of investment) and we will absolutely be involved," Huang added. "We will invest a great deal of money, probably the largest investment we've ever made."

Asked whether it would be over $100 billion, he said: "No, no, nothing like that".

It was up to Altman to announce how much he wanted to raise, Huang added.

Amazon (AMZN.O), opens new tab is in talks to invest dozens of billions in OpenAI and the figure could be as high as $50 billion, Reuters reported on Thursday.

OpenAI is looking to raise up to $100 billion in funding, valuing it at about $830 billion, Reuters has previously reported.

Huang was speaking outside a Taipei restaurant having hosted all Nvidia's key suppliers in Taiwan, including the world's largest contract chipmaker TSMC (2330.TW), opens new tab, in what Taiwanese media called the "trillion-dollar dinner" because of the combined market capitalisation of those attending.

Reporting by Ben Blanchard, Editing by Timothy Heritage

Our Standards: The Thomson Reuters Trust Principles., opens new tab
2026-01-31 13:27 1mo ago
2026-01-31 08:00 1mo ago
Amerant Bancorp: With CRE Loans Stabilizing, We See Upside Ahead stocknewsapi
AMTB AMTBB
HomeStock IdeasLong IdeasFinancials 

SummaryAmerant Bancorp Inc. (AMTB) has restored profitability with $52.42 million net profit in 2025, ending three years of declining income.Amerant faces margin pressure from high deposit costs and real estate exposure, despite strategic risk reduction and asset quality improvements.Potential upside exists, with fair value estimated at $25.85 per share versus a ~$21 market price, implying 23% appreciation.A $40 million share buyback, dividend, and possible Fed rate cuts offer support, but clear catalysts are needed for a sustained rally.Editor's note: Seeking Alpha is proud to welcome Domenico Oriana as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.

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

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-01-31 13:27 1mo ago
2026-01-31 08:00 1mo ago
Buy Microsoft's stock while it's down? First ask yourself this question. stocknewsapi
MSFT
HomeIndustriesSoftwareTech StocksTech StocksMicrosoft’s stock is potentially compelling for long-term investors who believe the business is fundamentally ‘better than average,’ portfolio manager saysPublished: Jan. 31, 2026 at 8:00 a.m. ET

Microsoft’s stock hasn’t been this cheap in almost three years. But what, exactly, investors should do about that is increasingly a topic of Wall Street debate.

Sentiment toward Microsoft’s stock MSFT was already bleak heading into its latest earnings report, and it only got worse despite what Matt Stucky, chief portfolio manager for equities at Northwestern Mutual Wealth Management, called “reasonably good” numbers. Microsoft shares slid 10% on Thursday to log their worst day in more than 12 years.
2026-01-31 13:27 1mo ago
2026-01-31 08:00 1mo ago
S&P Global: Standardizing Private Markets Unlocks Spin-Off Value stocknewsapi
SPGI
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-01-31 13:27 1mo ago
2026-01-31 08:00 1mo ago
Nextech3D.ai launches new enterprise credit system - ICYMI stocknewsapi
NEXCF
Nextech3D.AI (CSE:NTAR, OTCQX:NEXCF, FRA:1SS) CEO Evan Gappelberg talked with Proactive about the company’s launch of Nextech Credit, a new enterprise-focused solution designed to streamline customer engagement and drive greater value from event-related spending.

Nextech Credit is a dollar-based credit system that allows enterprise customers to pre-fund their engagement spend and flexibly allocate it across the company’s full platform suite, including Eventdex, Map D, and Kraftylabs. 

According to Gappelberg, this eliminates friction from fragmented budget approvals and vendor interactions, enabling clients to operate from a “single wallet” and simplifying deployment across departments.

Proactive: Welcome back inside our Proactive newsroom. And joining me now is Evan Gappelberg. He is the CEO of Nextech3D.ai. Evan, good to see you again. How are you?

Evan Gappelberg: I'm good. Great to be back.

The last few times we talked, you've been putting everything in place to offer a complete suite to your clients. Today’s news is about the final piece—Nextech Credit. Tell me about it.

Sure. What we've learned working with enterprise customers is that event and engagement spending is very fragmented. Budgets get approved multiple times a year, across different departments and vendors, and in various formats. That fragmentation really slows down execution and increases friction, limiting how much value customers get from their event budgets.

Nextech Credit is our solution. It's a way to capture a bigger share of wallet. It's dollar-denominated and super simple—1 to 1 enterprise credit. Customers can fund their engagement once and then deploy it flexibly across our platform.

So instead of purchasing event services one at a time, they use this as a single wallet?

Exactly. They can share credits across their organization. It's frictionless and easy. For larger enterprise customers, who may spend $25,000 to $500,000, they can preload that into Nextech Credit and use it across Eventdex, Map D, and Kraftylabs.

You also said this could improve customer retention and increase the average contract value?

Yes, Nextech Credit changes the relationship from transactional to platform-based. It encourages customers to consolidate spend and expand their usage across departments. That naturally increases contract value and retention. It also boosts long-term customer lifetime value and creates a moat around our business. We’ll also reward customers with bonus credits as they buy more.

Is this a cryptocurrency?

Not yet. It’s just a dollar-based enterprise credit system, designed for compliance and usability. But it gives us a clean foundation for blockchain capabilities in the future. We're introducing it as the foundation of a rewards system that could later evolve into a token-based model.

Your broader vision of uniting all parts of Nextech3D.ai seems to be taking shape. Is that a message to investors?

It is. Our goal is to make Nextech a global leader in the $1.5 trillion event space. With Eventdex, Map D, Kraftylabs, and now Nextech Credit, we’re building the infrastructure. Nextech Credit is the operating currency of modern events. It helps customers spend smarter, move faster, and get more value. For shareholders, it means larger enterprise deals, stronger retention, and more predictable, scalable revenue.

Quotes have been lightly edited for style and clarity
2026-01-31 13:27 1mo ago
2026-01-31 08:01 1mo ago
US authorities reportedly investigate claims that Meta can read encrypted WhatsApp messages stocknewsapi
META
US authorities have reportedly investigated claims that Meta can read users’ encrypted chats on the WhatsApp messaging platform, which it owns.

The reports follow a lawsuit filed last week, which claimed Meta “can access virtually all of WhatsApp users’ purportedly ‘private’ communications”.

Meta has denied the allegation, reported by Bloomberg, calling the lawsuit’s claim “categorically false and absurd”. It suggested the claim was a tactic to support the NSO Group, an Israeli firm that develops spyware used against activists and journalists, and which recently lost a lawsuit brought by WhatsApp.

The firm that filed last week’s lawsuit against Meta, Quinn Emanuel Urquhart & Sullivan, attributes the allegation to unnamed “courageous” whistleblowers from Australia, Brazil, India, Mexico and South Africa.

Quinn Emanuel is, in a separate case, helping to represent the NSO Group in its appeal against a judgment from a US federal court last year, which ordered it to pay $167m to WhatsApp for violating its terms of service in its deployment of Pegasus spyware against more than 1,400 users.

“We’re pursuing sanctions against Quinn Emanuel for filing a meritless lawsuit that was designed purely to grab headlines,” said Carl Woog, a Meta spokesperson, in a statement. “This is the same firm that is trying to help NSO overturn an injunction that barred their operations for targeting journalists and government officials with spyware.”

Adam Wolfson, a partner at Quinn Emanuel said: “Our colleagues’ defence of NSO on appeal has nothing to do with the facts disclosed to us and which form the basis of the lawsuit we brought for worldwide WhatsApp users.

“We look forward to moving forward with those claims and note WhatsApp’s denials have all been carefully worded in a way that stops short of denying the central allegation in the complaint – that Meta has the ability to read WhatsApp messages, regardless of its claims about end-to-end encryption.”

Steven Murdoch, professor of security engineering at UCL, said the lawsuit was “a bit strange”. “It seems to be going mostly on whistleblowers, and we don’t know much about them or their credibility,” he said. “I would be very surprised if what they are claiming is actually true.”

If WhatsApp were, indeed, reading users’ messages, this was likely to have been discovered by staff and would end the business, he said. “It’s very hard to keep secrets inside a company. If there was something as scandalous as this going on, I think it’s very likely that it would have leaked out from someone within WhatsApp.”

The Bloomberg article cites reports and interviews from officials within the US Department of Commerce in claiming that the US has investigated whether Meta could read WhatsApp messages. However, a spokesperson for the department called these assertions “unsubstantiated”.

WhatsApp bills itself as an end-to-end encrypted platform, which means that messages can be read only by their sender and recipient, and are not decoded by a server in the middle.

This contrasts with some other messaging apps, such as Telegram, which encrypt messages between a sender and its own servers, preventing third parties from reading the messages, but allowing them – in theory – to be decoded and read by Telegram itself.

A senior executive in the technology sector told the Guardian that WhatsApp’s vaunted privacy “leaves much to be desired”, given the platform’s willingness to collect metadata on its users, such as their profile information, their contact lists, and who they speak to and when.

However, the “idea that WhatsApp can selectively and retroactively access the content of [end-to-end encrypted] individual chats is a mathematical impossibility”, he said.

Woog, of Meta, said: “We’re pursuing sanctions against Quinn Emanuel for filing a meritless lawsuit that was designed purely to grab headlines. WhatsApp’s encryption remains secure and we’ll continue to stand up against those trying to deny people’s right to private communication.”
2026-01-31 13:27 1mo ago
2026-01-31 08:02 1mo ago
SHAREHOLDER ALERT: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of SLM Corporation stocknewsapi
SLM
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In SLM To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in SLM between July 25, 2025 and August 14, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

New York, New York--(Newsfile Corp. - January 31, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against SLM Corporation ("SLM" or the "Company") (NASDAQ: SLM) and reminds investors of the February 17, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) SLM was experiencing a significant increase in early stage delinquencies; (2) accordingly, Defendants overstated the effectiveness of SLM's loss mitigation and/or loan modification programs, as well as the overall stability of the Company's PEL delinquency rates; and (3) as a result, Defendants' public statements made a materially false and misleading impression regarding SLM's business, operations, and prospects at all relevant times.

On August 14, 2025, investment bank TD Cowen issued a report addressing SLM, flagging that, "overall, July [2025] delinquencies were up 49 bp m/m, higher (worse)than the seasonal (+10 bps) performance for July, driven by a 45 bps increase in early stage delinquencies." Notably, TD Cowen's findings directly contradicted Defendant Graham's assurances-made late in the month of July 2025-that Defendants were observing delinquency rates that "really are following the normal seasonal trends we would expect in the business."

Following TD Cowen's report, SLM's stock price fell $2.67 per share, or 8.09%, to close at $30.32 per share on August 15, 2025.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding SLM's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the SLM Corporation class action, go to www.faruqilaw.com/SLM or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/282082

Source: Faruqi & Faruqi LLP

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2026-01-31 13:27 1mo ago
2026-01-31 08:03 1mo ago
SHAREHOLDER ALERT: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Bitdeer Technologies stocknewsapi
BTDR
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Bitdeer To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Bitdeer between June 6, 2024 and November 10, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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New York, New York--(Newsfile Corp. - January 31, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Bitdeer Technologies Group ("Bitdeer" or the "Company") (NASDAQ: BTDR) and reminds investors of the February 2, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that 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.

On November 10, 2025, Bitdeer issued a press release reporting its unaudited financial results for the third quarter of 2025. Among other items, Bitdeer reported earnings per share of -$1.28, significantly missing the consensus estimate of -$0.22. Bitdeer also disclosed that "development of [its] next-generation Seal 04 [ASIC chip] is significantly delayed."

On this news, Bitdeer's stock price fell $2.63 per share, or 14.9%, to close at $15.02 per share on November 11, 2025.

Then, on November 12, 2025, Bitdeer issues a press release "reporting a fire incident at its under-construction facility in Massillon, Ohio." According to the press release, "[t]he fire incident occurred on the afternoon of November 11" and "2 of the 26 buildings currently under construction sustained fire damage."

On this news, Bitdeer's stock price fell another $2.83 per share, or 20.3%, to close at $11.11 per share on November 13, 2025.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Bitdeer's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Bitdeer Technologies class action, go to www.faruqilaw.com/BTDR or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/282076

Source: Faruqi & Faruqi LLP

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2026-01-31 13:27 1mo ago
2026-01-31 08:04 1mo ago
SHAREHOLDER INVESTIGATION REMINDER: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Rezolute stocknewsapi
RZLT
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Significant Losses In Rezolute To Contact Him Directly To Discuss Their Options

If you suffered significant losses in Rezolute stock or options and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

New York, New York--(Newsfile Corp. - January 31, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Rezolute, Inc. ("Rezolute" or the "Company") (NASDAQ: RZLT).

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

Rezolute, Inc. shares tumbled sharply on December 11, 2025, as investors reacted to disappointing topline results from its Phase 3 sunRIZE clinical trial for ersodetug, its lead drug candidate for treating congenital hyperinsulinism. The study failed to meet both its primary and key secondary endpoints, with the highest dose showing reductions in hypoglycemia events that were not statistically significant versus placebo,

To learn more about the Rezolute investigation, go to www.faruqilaw.com/RZLT or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/282081

Source: Faruqi & Faruqi LLP

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2026-01-31 13:27 1mo ago
2026-01-31 08:07 1mo ago
SHAREHOLDER NOTICE: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Beta Bionics stocknewsapi
BBNX
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Significant Losses In Beta Bionics To Contact Him Directly To Discuss Their Options

If you suffered significant losses in Beta Bionics stock or options and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

New York, New York--(Newsfile Corp. - January 31, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Beta Bionics, Inc. ("Beta Bionics" or the "Company") (NASDAQ: BBNX).

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

The investigation focuses on whether the Company issued misleading statements and/or failed to disclose information pertinent to investors. Shares of Beta Bionics, Inc. (NASDAQ: BBNX) plunged approximately 37% on January 09, 2026 after the company announced that it expects fewer patient starts in the fourth quarter than estimated by analysts.

To learn more about the Beta Bionics investigation, go to www.faruqilaw.com/BBNX or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/282075

Source: Faruqi & Faruqi LLP

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2026-01-31 13:27 1mo ago
2026-01-31 08:07 1mo ago
Starbucks: An Offensive Reset Is Brewing At Starbucks - Buy stocknewsapi
SBUX
Analyst’s Disclosure: I/we have a beneficial long position in the shares of SBUX 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.

DISCLAIMER: This article is purely for informational and educational purposes. This is NOT investment advice. You should not treat any opinion expressed by SMR Finance as specific investment advice to make a particular investment or follow a particular strategy but only as an expression of opinion. SMR Finance is not under any obligation to update or correct any information provided in this article. You should be aware of the real risk of loss in following any strategy or investment discussed in this article. Investment involves risks. This article is not to be relied upon as a substitution for the exercise of independent judgment. Investors should obtain their own independent financial advice and understand the risks associated with investment products/ services before making investment decisions.

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.
2026-01-31 13:27 1mo ago
2026-01-31 08:08 1mo ago
SHAREHOLDER INVESTIGATION REMINDER: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Wealthfront stocknewsapi
WLTH
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Significant Losses In Wealthfront To Contact Him Directly To Discuss Their Options

If you suffered significant losses in Wealthfront stock or options and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

New York, New York--(Newsfile Corp. - January 31, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Wealthfront Corporation ("Wealthfront" or the "Company") (NASDAQ: WLTH).

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

Shares of Wealthfront Corporation declined sharply following the company's first post-IPO earnings release, pressured by disappointing asset flow figures and emerging investor concerns about strategic exposures underpinning its mortgage business. The stock sell-off came as Wealthfront reported softer net inflows in recent months, signaling a slowdown in client acquisitions and cash management balances relative to prior periods. Additionally, heightened market scrutiny over the CEO's ownership stake in a banking partner central to the firm's mortgage initiative has added to investor uncertainty, fueling speculation around potential conflicts of interest and long-term integration risks.

Since the company's IPO on or around December 12, 2025, at $14.00 per share, the stock has fallen $3.74, or 26.71%, to close at $10.26 on January 14, 2026.

To learn more about the Wealthfront investigation, go to www.faruqilaw.com/WLTH or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/282086

Source: Faruqi & Faruqi LLP

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2026-01-31 13:27 1mo ago
2026-01-31 08:11 1mo ago
SHAREHOLDER ALERT: Faruqi & Faruqi, LLP Investigates Claims on Behalf of Investors of Vistagen Therapeutics stocknewsapi
VTGN
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered In Vistagen To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Vistagen between April 1, 2024 and December 16, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

New York, New York--(Newsfile Corp. - January 31, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Vistagen Therapeutics, Inc. ("Vistagen" or the "Company") (NASDAQ: VTGN) and reminds investors of the March 16, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose material adverse facts concerning its Phase 3 PALISADE-3 trial study of fasedienol, an investigational pherine candidate in development for the acute treatment of social anxiety disorder.

On December 17, 2025, before the market opened, Vistagen announced topline results from its PALISADE-3 Public Speaking Challenge Study of fasedienol for the acute treatment of social anxiety disorder (SAD). The company reported that the study failed to meet its primary efficacy endpoint since it "did not demonstrate statistically significant improvement on primary endpoint of reduction in anxiety as measured by SUDS scores compared to placebo."

On this news, Vistagen stock fell $3.50 or 80.27% to close at $0.86 on December 17, 2025.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Vistagen's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Vistagen Therapeutics class action, go to www.faruqilaw.com/VTGN or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

Follow us for updates on LinkedIn, on X, or on Facebook.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/282085

Source: Faruqi & Faruqi LLP

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2026-01-31 13:27 1mo ago
2026-01-31 08:15 1mo ago
Insiders Are Still Scooping Up Under Armour and WR Berkley Shares stocknewsapi
UAA WRB
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Beneficial owners continue to scoop up Under Armour Inc. (NYSE: UAA) and W.R. Berkley Corp. (NYSE: WRB) shares in what is overall a slower period for insider buying. In addition, a public offering of International Tower Hill Mines Ltd. (NYSE: THM) shares resulted in some huge insider purchases.

Though these were the most prominent purchases in the past week, there were a few other notable ones as well. Let’s take a quick look at these transactions.

Is Insider Buying Important?

What does insider buying tell us?

A well-known adage reminds us that corporate insiders and 10% owners really only buy shares of a company because they believe the stock price will rise and they want to profit from it. Thus, insider buying can be an encouraging signal for potential investors. This is especially so during times of market uncertainty, and even when markets are near all-time highs.

Note that the fourth-quarter earnings-reporting season is underway, so many insiders are prohibited from buying or selling shares. Below are some of the most notable insider purchases that were reported recently, starting with the largest and most prominent.

W.R. Berkley Buyer(s): 10% owner Mitsui Sumitomo Total shares: over 1.0 million Price per share: $66.03 to $69.37 Total cost: around $69.3 million Last spring, this buyer reached an agreement to acquire 15% of W.R. Berkley’s shares. Mitsui Sumitomo expects to complete its investment in this Connecticut-based insurance holding company during the first quarter of 2026. Its stake is up to almost 55.6 million shares, or about 14%.

The share price was last seen within the buyer’s latest purchase price range. Yet, the stock is fractionally lower than six months ago because of recent volatility due to profit-taking. But note that shares are up 16.6% year over year, outperforming the S&P 500 in that time. Analysts are cautious, with only four out of 18 of them recommending buying shares. The mean price target of $69.00 is about 1% higher than the current price and less than the recent all-time high of $78.96.

Mitsui Sumitomo is a massive Japanese financial conglomerate. Note that it also recently acquired an 18% stake in MassMutual’s Barings.

International Tower Hill Mines Buyer(s): 10% owners Paulson & Co. and Electrum Global Holdings Total shares: less than 21.2 million Price per share: $2.22 Total cost: $47.0 million The Paulson transaction was a private placement of 40 million shares alongside a public offering of shares. The total raised was $114.8 million, which the company intends to use to fund the exploration and development of the Livengood Gold Project in Alaska, as well as for acquisitions and general corporate purposes.

The share price is 497.9% higher than a year ago, after recently hitting a multiyear high of $3.65. The stock lacks enough analyst coverage for a consensus recommendation or mean price target. The fourth quarter earnings report is due in March.

Note that New York-based investment management firm Paulson & Co. also has Madrigal Pharmaceuticals Inc. (NASDAQ: MDGL) and Bausch Health Companies Inc. (NYSE: BHC) among its top holdings.

Under Armour Buyer(s): 10% owner Fairfax Financial Total shares: over 2.6 million Price per share: $6.17 to $6.30 Total cost: over $16.4 million This buyer, led by billionaire V. Prem Watsa, sometimes called the Warren Buffett of Canada, has been scooping up shares for the past month. The stake is now up to about 43.0 million shares, and the investment helped boost the stock still suffering from tariff effects and competitive pressures. Shares were last seen trading for more than the purchase price range above.

The stock is still almost 11% lower than six months ago. Given the Wall Street consensus target of $6.22, the analysts anticipate minimal upside in the next 12 months. Only five of 26 analysts recommend buying shares. Citigroup reiterated a Neutral rating but lifted its price target to $6.20.

Watsa, founder and CEO of Fairfax, maintains a controlling interest in the company but reportedly is stepping back from some roles to plan for succession.

And Other Insider Buying

These were not the only notable insider purchases of the past week. Here is a quick look at some others.

Stock Buyer(s) Shares Price Cost Mirum Pharmaceuticals Inc. (NASDAQ: MIRM) a director 131,425 $6.48 almost $9.0 M Hycroft Mining Holding Corp. (NASDAQ: HYMC) a 10% owner 100,000 $49.96 almost $5.0 M Streamex Corp. (NASDAQ: STEX) 10% owners over 1.0 M $3.00 to $3.31 almost $3.1 M USA Rare Earth Inc. (NASDAQ: USAR) two directors 101,300 $21.32 to $22.59 about $2.2 M Biodesix Inc. (NASDAQ: BDSX) a director 182,465  $10.67 to $12.05 almost $2.1 M Vivani Medical Inc. (NASDAQ: VANI) a director over 1.3 M $1.48 about $2.0 M Some smaller insider buying was reported at Abbott Laboratories, Ally Financial, CRISPR Therapeutics, CVS Health, Fastenal, GameStop, Intel, PennyMac Mortgage Investment Trust, and Qnity Electronics, as well.

GameStop CEO Picks Up 1M Shares, and Other Insiders Return to the Buy Window

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