Nachrichten |
| Datum / Uhrzeit |
Titel |
Bewertung |
| 05.02.26 03:03:57 |
Dow Jones Futures fallen; Google hat Nutzerzahlen gesteigert, riesige KI-Ausgaben überraschen. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | Okay, here's a condensed summary of the text and its German translation:
**Summary:**
Despite a generally divided stock market, several tech companies continued to see their stocks rotate out of them. However, Eli Lilly experienced a significant rise. Google’s stock rose sharply driven by positive earnings reports and ambitious plans for capital investment.
**German Translation:**
**Zusammenfassung:**
Trotz eines insgesamt gespaltenen Aktienmarktes setzten sich die Ausstiege aus Technologieaktien fort, jedoch stieg der Aktienkurs von Eli Lilly deutlich an. Googles Aktien stiegen stark angetrieben durch positive Geschäftsergebnisse und ehrgeizige Pläne für Kapitalausgaben.
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**Notes on the translation:**
* I’ve used common and natural-sounding phrasing in German.
* “Rotated out” translates well to “Ausstiege aus” (exits from).
* I opted for "stiegen stark angetrieben" (rose strongly driven) for a more natural flow than a more literal translation.
Would you like me to:
* Provide a different level of formality in the German translation?
* Expand on a particular aspect of the summary? |
| 04.02.26 23:49:35 |
Der S&P 500 und der Nasdaq sind heute niedriger ausgegeben, weil die Sorgen wegen KI die Tech-Aktien belastet haben. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | Here's a summary of the text in under 350 words, followed by the German translation:
**Summary (English):**
Wednesday’s trading session on Wall Street concluded with mixed results. The Dow Jones Industrial Average rose slightly (around 0.5%), while the S&P 500 dipped marginally (around 0.5%) and the Nasdaq Composite declined more substantially (1.5%). The market’s uncertainty stemmed primarily from concerns surrounding inflated valuations, particularly within the recent AI-driven rally on Wall Street. Investors are questioning whether this momentum will continue.
Specifically, software companies experienced significant losses due to fears that rapidly advancing artificial intelligence could disrupt established technology businesses. Ross Mayfield highlighted the impact of concentrated tech holdings contributing to market instability. Despite positive performance in sectors like banks and industrials, the S&P 500 equal-weighted index outperformed, suggesting a weakness primarily in the software sector, now in a bear market due to AI-related job displacement fears.
Notable individual stock movements included a sharp decline in Advanced Micro Devices (AMD) following disappointing revenue forecasts and concerns about competition with Nvidia, a drop in Nvidia's shares and a significant reversal in Palantir’s gains after strong sales. Eli Lilly shares surged by nearly 10% after optimistic profit forecasts for 2026. Overall, volatility remained elevated, driven by evolving perspectives on AI’s impact and the resulting shifts in investment strategy.
**German Translation:**
**Zusammenfassung:**
Am Mittwoch endeten die Angeben an der Wall Street gemischt. Der Dow Jones Industrial Average stieg leicht (etwa 0,5 %), während der S&P 500 geringfügig fiel (etwa 0,5 %) und der Nasdaq Composite stärker rückte (1,5 %). Die Unsicherheit der Märkte resultierte hauptsächlich aus Bedenken hinsichtlich überhöhter Bewertungen, insbesondere im Zusammenhang mit dem jüngsten KI-gestützten Aufschwung an der Wall Street. Investoren hinterfragen, ob dieser Rückenwind andauern wird.
Insbesondere Softwareunternehmen erlebten erhebliche Verluste aufgrund der Befürchtung, dass sich schnell weiterentwickelnde künstliche Intelligenz etablierte Technologieunternehmen stören könnte. Ross Mayfield betonte den Einfluss konzentrierter Tech-Besitzungen auf die Marktinstabilität. Trotz positiver Leistungen in Sektoren wie Banken und Industrie übertraf der S&P 500 Equal-Weighted Index, was auf eine Schwäche hauptsächlich im Softwaresektor hindeutet, der nun aufgrund von KI-bedingten Arbeitsplatzangst in einem Bärenmarkt ist.
Besondere Kursbewegungen umfassten einen starken Rückgang von Advanced Micro Devices (AMD) nach enttäuschenden Umsatzprognosen und Bedenken hinsichtlich der Konkurrenz mit Nvidia, einen Rückgang der Aktien von Nvidia und eine erhebliche Umkehrung der Gewinne von Palantir nach starken Verkäufen. Die Aktien von Eli Lilly stiegen um fast 10 % nach optimistischen Gewinnprognosen für 2026. Insgesamt blieb die Volatilität hoch, angetrieben von sich ändernden Perspektiven auf den Einfluss von KI und den daraus resultierenden Investitionsstrategieverschiebungen. |
| 04.02.26 23:49:35 |
Der S&P 500 und der Nasdaq sind heute niedriger ausgegeben, weil die Sorgen wegen KI die Tech-Aktien belastet haben. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | Here's a summary of the text in under 350 words, followed by the German translation:
**Summary (English):**
Wednesday’s trading session on Wall Street concluded with mixed results. The Dow Jones Industrial Average rose slightly (around 0.5%), while the S&P 500 dipped marginally (around 0.5%) and the Nasdaq Composite declined more substantially (1.5%). The market’s uncertainty stemmed primarily from concerns surrounding inflated valuations, particularly within the recent AI-driven rally on Wall Street. Investors are questioning whether this momentum will continue.
Specifically, software companies experienced significant losses due to fears that rapidly advancing artificial intelligence could disrupt established technology businesses. Ross Mayfield highlighted the impact of concentrated tech holdings contributing to market instability. Despite positive performance in sectors like banks and industrials, the S&P 500 equal-weighted index outperformed, suggesting a weakness primarily in the software sector, now in a bear market due to AI-related job displacement fears.
Notable individual stock movements included a sharp decline in Advanced Micro Devices (AMD) following disappointing revenue forecasts and concerns about competition with Nvidia, a drop in Nvidia's shares and a significant reversal in Palantir’s gains after strong sales. Eli Lilly shares surged by nearly 10% after optimistic profit forecasts for 2026. Overall, volatility remained elevated, driven by evolving perspectives on AI’s impact and the resulting shifts in investment strategy.
**German Translation:**
**Zusammenfassung:**
Am Mittwoch endeten die Angeben an der Wall Street gemischt. Der Dow Jones Industrial Average stieg leicht (etwa 0,5 %), während der S&P 500 geringfügig fiel (etwa 0,5 %) und der Nasdaq Composite stärker rückte (1,5 %). Die Unsicherheit der Märkte resultierte hauptsächlich aus Bedenken hinsichtlich überhöhter Bewertungen, insbesondere im Zusammenhang mit dem jüngsten KI-gestützten Aufschwung an der Wall Street. Investoren hinterfragen, ob dieser Rückenwind andauern wird.
Insbesondere Softwareunternehmen erlebten erhebliche Verluste aufgrund der Befürchtung, dass sich schnell weiterentwickelnde künstliche Intelligenz etablierte Technologieunternehmen stören könnte. Ross Mayfield betonte den Einfluss konzentrierter Tech-Besitzungen auf die Marktinstabilität. Trotz positiver Leistungen in Sektoren wie Banken und Industrie übertraf der S&P 500 Equal-Weighted Index, was auf eine Schwäche hauptsächlich im Softwaresektor hindeutet, der nun aufgrund von KI-bedingten Arbeitsplatzangst in einem Bärenmarkt ist.
Besondere Kursbewegungen umfassten einen starken Rückgang von Advanced Micro Devices (AMD) nach enttäuschenden Umsatzprognosen und Bedenken hinsichtlich der Konkurrenz mit Nvidia, einen Rückgang der Aktien von Nvidia und eine erhebliche Umkehrung der Gewinne von Palantir nach starken Verkäufen. Die Aktien von Eli Lilly stiegen um fast 10 % nach optimistischen Gewinnprognosen für 2026. Insgesamt blieb die Volatilität hoch, angetrieben von sich ändernden Perspektiven auf den Einfluss von KI und den daraus resultierenden Investitionsstrategieverschiebungen. |
| 04.02.26 23:37:11 |
Dow Jones Futures Rise; Google Beats Views, Reports Huge AI Spending |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | The rotation out of techs continued in a divided stock market, but Eli Lilly jumped. Google rose late on earnings and huge capital spending plans.
Continue Reading |
| 04.02.26 23:37:11 |
Dow Jones Futures Rise; Google Beats Views, Reports Huge AI Spending |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | The rotation out of techs continued in a divided stock market, but Eli Lilly jumped. Google rose late on earnings and huge capital spending plans.
Continue Reading |
| 04.02.26 23:31:04 |
'Melania' Surprises With $7 Million In US, Film Made Only $44,960 In UK, $7,696 In Italy: Why Amazon Is Far From Profits |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | A documentary about First Lady Melania Trump surpassed most estimates for its opening box office revenue. Here's a look at what may have helped the film's success, why the film can't be called a success story for Amazon.com Inc (NASDAQ:AMZN) yet, and the early international box office figures being turned in.
“Melania” Box Office Performance
‘Melania' grossed an estimated $7 million in its opening weekend, which beat expectations that were in the $2 to $5 million range. The film also posted one of the best opening weekends for a documentary in decades.
The film was helped by several items that may not have been factored enough into estimates. ‘Melania' performed well in Republican states and rural small-town areas, as reported by Deadline.
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Also helping the film was a mostly female audience, with some groups attending the film together. Women made up 72% of the audience, with people aged 55 or older also representing a large percentage of the film's audience. Overall, it was older women in small towns that helped propel the film's box office.
The film outperformed in states like Texas and Florida, where President Donald Trump has performed well in elections. Big cities such as New York and Los Angeles saw the film underperform.
Amazon spent $35 million on the marketing efforts of the film, which included buying ads on social media platform X, putting an ad on the outside of the iconic Las Vegas Sphere venue and buying prime advertising slots during NFL Playoff games before the film's release.
Also likely helping the film's marketing was tweets made by Trump multiple times before the film's Friday premiere and X owner Elon Musk retweeting a post about the film. Trump and Musk are two of the most followed accounts on X and their sharing of the post was huge marketing for the film.
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Amazon Likely Won't Make A Profit From The Film
While "Melania" may have outperformed in its opening weekend, now comes the even tougher part: staying power. The film opened in more than 1,700 locations in the U.S., a large number for a documentary.
Story Continues
The film is likely to get pushed out and play in fewer theaters next weekend. The fanfare is also likely over and the film could gross significantly less in its second weekend.
Critic ratings and word of mouth also aren't helping. While the film has an "A" score on CinemaScore, the film has a 7% critic rating on RottenTomatoes and a 1.3 out of 10 rating on IMDb.
Amazon paid $40 million for the rights to the film, which includes streaming rights, before it shelled out the additional $35 million on marketing. It's hard to imagine a scenario where the film ends up making the $75 million back.
The film could gain popularity once it hits the Prime Video streaming platform, but also likely not the kind of needle mover that a series or live sports on a streaming platform has to gain subscribers over time.
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Part of Amazon's $35 million in marketing also went towards the international rollout of the film, which, based on early figures, looks like less of a success.
The film grossed $44,960 in the U.K. from 155 cinemas, for an average of around $289 per movie theater, as reported by Deadline. In Italy, the film grossed $7,696 from 94 cinemas, good for an average of $81 per cinema.
While these are early international results, they aren't showing strength for the film or for Amazon.
Headlines will show the film as a success with the $7 million coming in higher than estimates, but for Amazon, the film is far from a success story. The film's legacy could end up being more about the goodwill that Amazon gained with President Trump than any money made off of the documentary.
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This article 'Melania' Surprises With $7 Million In US, Film Made Only $44,960 In UK, $7,696 In Italy: Why Amazon Is Far From Profits originally appeared on Benzinga.com
View Comments |
| 04.02.26 22:50:34 |
Nvidia and Trump admin yet to agree on terms of H200 sales to TikTok |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | Investing.com -- Nvidia is negotiating with the U.S. government regarding license terms to ship its H200 AI chips to companies in China, according to a Reuters report late Wednesday.
The Trump administration reportedly indicated about two weeks ago it would approve a license allowing China's ByteDance to purchase Nvidia's H200 chips. However, Nvidia has not yet accepted certain U.S. government conditions, including Know-Your-Customer (KYC) requirements designed to prevent China's military from accessing the chips.
In a statement quoted by Reuters, Nvidia explained its position as an intermediary between the U.S. government and potential customers who would need to comply with U.S. restrictions.
"We aren't able to accept or reject license conditions on our own," a company spokesperson said. "Although KYC is important, KYC is not the issue. For American industry to make any sales, the conditions need to be commercially practical, else the market will continue to move to foreign alternatives."
The U.S. is expected to eventually allow Nvidia to sell H200s and similar chips from AMD to China, as President Donald Trump has personally approved these sales, once national security concerns are addressed.
Related articles
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5 reasons why Jefferies thinks Meta’s pullback is a buying opportunity
View Comments |
| 04.02.26 22:50:34 |
Nvidia and Trump admin yet to agree on terms of H200 sales to TikTok |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | Investing.com -- Nvidia is negotiating with the U.S. government regarding license terms to ship its H200 AI chips to companies in China, according to a Reuters report late Wednesday.
The Trump administration reportedly indicated about two weeks ago it would approve a license allowing China's ByteDance to purchase Nvidia's H200 chips. However, Nvidia has not yet accepted certain U.S. government conditions, including Know-Your-Customer (KYC) requirements designed to prevent China's military from accessing the chips.
In a statement quoted by Reuters, Nvidia explained its position as an intermediary between the U.S. government and potential customers who would need to comply with U.S. restrictions.
"We aren't able to accept or reject license conditions on our own," a company spokesperson said. "Although KYC is important, KYC is not the issue. For American industry to make any sales, the conditions need to be commercially practical, else the market will continue to move to foreign alternatives."
The U.S. is expected to eventually allow Nvidia to sell H200s and similar chips from AMD to China, as President Donald Trump has personally approved these sales, once national security concerns are addressed.
Related articles
Nvidia and Trump admin yet to agree on terms of H200 sales to TikTok
Goldman expects lower but still attractive stock market returns in 2026
5 reasons why Jefferies thinks Meta’s pullback is a buying opportunity
View Comments |
| 04.02.26 22:50:04 |
SharkNinja, Inc. (SN) hat einen deutlich stärkeren Kursverfall verzeichnet als der breite Markt – hier sind ein paar wichtige Fakten. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | Okay, here’s a summary of the text in under 450 words, followed by the German translation:
**Summary**
SharkNinja, Inc. (SN) experienced a slight decrease in its stock price, closing at $116.18, a 2.72% drop from the previous day. While the broader market (S&P 500, Dow, Nasdaq) had mixed results, SharkNinja outperformed the Consumer Discretionary sector and the S&P 500 over the past month.
The company’s upcoming earnings report on February 11, 2026, is attracting significant investor attention. Projected earnings per share (EPS) are expected to rise by 27.14% to $1.78, and revenue is anticipated to increase by 16.07% to $2.07 billion. For the full fiscal year, Zacks Consensus Estimates predict earnings of $5.13 per share and revenue of $6.37 billion, reflecting growth of 17.39% and 0%, respectively.
Analysts are closely monitoring revisions to their estimates. Positive changes in these estimates generally indicate an improved outlook for the company. The text recommends utilizing the Zacks Rank system, which assigns a rating from #1 (Strong Buy) to #5 (Strong Sell) based on estimate changes, with a track record of strong performance. SharkNinja currently holds a Zacks Rank of #3 (Hold).
Valuation metrics show SharkNinja trading at a Forward P/E ratio of 20.08, higher than the industry average of 15.21. The PEG ratio of 1.46 indicates anticipated earnings growth. The Consumer Products – Discretionary industry, where SharkNinja operates, has a Zacks Industry Rank of 96, placing it in the top 40% of all industries. This ranking is based on the average Zacks Rank of stocks within that industry group.
Ultimately, investors are advised to consult Zacks.com for real-time data and insights to make informed trading decisions.
**German Translation**
**Zusammenfassung**
SharkNinja, Inc. (SN) schloss den neusten Handelstag mit 116,18 US-Dollar ab, was einem Rückgang von 2,72 % gegenüber der vorherigen Handelssitzung entspricht. Der Aktienkurs verfolgte den S&P 500, der einen täglichen Verlust von 0,51 % verzeichnete. Die Dow Jones Industrie Indikator hingegen stieg um 0,53 %, und der Technologie-orientierte Nasdaq sank um 1,51 %.
Die Aktien des Unternehmens stiegen im letzten Monat um 1,89 % und übertrafen damit die Performance des Konsumgüter-Ausgabenbereichs mit seinem Rückgang von 5,03 % und dem Anstieg des S&P 500 von 0,93 %.
Investoren beobachten die Performance von SharkNinja, Inc. bei der nächsten Gewinnmitteilung genau. Die Gewinnmitteilung der Firma wird am 11. Februar 2026 bekannt gegeben. Es wird erwartet, dass der Gewinn pro Aktie (EPS) bei 1,78 US-Dollar liegt, was einem Anstieg von 27,14 % gegenüber dem gleichen Quartal des Vorjahres entspricht. Zusätzlich erwarten unsere neuesten Konsensschätzungen einen Umsatz von 2,07 Milliarden US-Dollar, was einem Anstieg von 16,07 % gegenüber dem gleichen Quartal des Vorjahres entspricht.
Für das gesamte Geschäftsjahr prognostizieren die Zacks Consensus Estimates einen Gewinn von 5,13 US-Dollar pro Aktie und einen Umsatz von 6,37 Milliarden US-Dollar, was entsprechenden Veränderungen von +17,39 % und 0 % gegenüber dem Vorjahr entspricht.
Investoren sollten auch Änderungen an den Analystenschätzungen für SharkNinja, Inc. berücksichtigen. Positive Revisionen dieser Schätzungen spiegeln die neuesten kurzfristigen Geschäftstrends wider. Daher können wir positive Schätzungsänderungen als ein gutes Zeichen für die Geschäftsaussichten interpretieren.
Basierend auf unserer Recherche glauben wir, dass diese Schätzungsänderungen direkt mit kurzfristigen Kursbewegungen zusammenhängen. Investoren können dies nutzen, indem sie die Zacks Rank verwenden. Dieses Modell berücksichtigt diese Schätzungsänderungen und bietet ein einfaches, umsetzbares Bewertungssystem.
Das Zacks Rank-System, das von #1 (Kaufen) bis #5 (Vermeiden) reicht, hat eine bemerkenswerte Erfolgsbilanz, unabhängig geprüft, wobei Aktien mit der Bewertung #1 einen durchschnittlichen jährlichen Ertrag von +25 % seit 1988 erzielt haben. Die Zacks Consensus EPS Schätzung hat sich im letzten Monat nicht geändert. SharkNinja, Inc. hält derzeit einen Zacks Rank von #3 (Halten).
Was die Bewertung betrifft, so wird SharkNinja, Inc. derzeit mit einem Forward P/E-Verhältnis von 20,08 gehandelt, was einem Aufschlag im Vergleich zum durchschnittlichen Forward P/E-Verhältnis von 15,21 für seine Branche entspricht.
Zusätzlich hat SN ein PEG-Verhältnis von 1,46. Das PEG-Verhältnis ähnelt dem häufig verwendeten P/E-Verhältnis, enthält aber auch den erwarteten Wachstumspfad des Unternehmens. Der Consumer Products - Discretionary-Sektor hat derzeit ein durchschnittliches PEG-Verhältnis von 0,56, wie am letzten Schlusskurs festgestellt.
Der Consumer Products - Discretionary-Sektor ist Teil des Consumer Discretionary-Sektors. Derzeit hat dieser Sektor einen Zacks Industry Rank von 96, der ihn in den oberen 40 % aller über 250 Industrien positioniert.
Der Zacks Industry Rank misst die Stärke unserer Branchenverbands, indem er die durchschnittliche Zacks-Bewertung der einzelnen Aktien innerhalb der Gruppen misst. Unsere Forschung zeigt, dass die Top 50 % der bewerteten Industrien die Unterscheidung zu den unteren 50 % um den Faktor 2:1 erzielen.
Nutzen Sie Zacks.com, um sich über diese und andere Veränderungen der Aktienkurse auf dem Laufenden zu halten.
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SharkNinja, Inc. (SN): Kostenloser Aktien-Analysebericht
Dieser Artikel wurde ursprünglich auf Zacks Investment Research (zacks.com) veröffentlicht.
Zacks Investment Research |
| 04.02.26 22:43:21 |
Google parent earnings beat projections amid plans to invest deeply in AI |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | The entrance to a Google corporate office building in New York City.Photograph: John Angelillo/UPI/Shutterstock·Photograph: John Angelillo/UPI/Shutterstock
Google’s parent company, Alphabet, beat Wall Street expectations on Wednesday, and is planning a sharp increase in capital spending in 2026 as it continues to invest deeply in AI infrastructure.
Alphabet on Wednesday reported profit of $34.5bn in the recently ended quarter, as revenue from cloud computing soared 48%.
The company forecast spending between $175bn and $185bn this year, a figure much higher than analysts’ expectations of roughly $115bn.
“We’re seeing our AI investments and infrastructure drive revenue and growth across the board, Sundar Pichai, Alphabet’s chief executive, said.
Alphabet’s annual revenue exceeded $400bn for the first time, Pichai added.
The company reported $113.83bn in revenue for the fourth quarter of 2025 – surpassing Wall Street estimates of $111.43bn. Earnings per share (EPS) also beat Wall Street expectations: the company reported $2.82 in EPS, compared with estimates of $2.63.
The report comes after several months of good news for the company in the AI race.
The newest version of Gemini, released by Google in November, is considered to be at the forefront of the generative AI industry, a development that has prompted panic at competitor OpenAI. Alphabet’s stock jumped 3% when Google debuted the model.
Then in January, Google and Apple announced the company will start using Gemini to power AI features like Siri; the Apple assistant has previously faced criticism for not being as advanced and accurate as its competitors. Google’s valuation shot up to $4tn after the deal, making it the second-most-valuable company in the world.
Analysts viewed the multi-year agreement as a huge win for Google: the tech giant beat out competitors like OpenAI, and got access to Apple’s user base of 2.5bn active devices.
“Gemini is becoming the AI engine for the world’s most successful software companies,” Pichai said on Wednesday.
Alphabet’s projected spending on AI infrastructure means its capital expenditure could as much as double this year. Shares were volatile in after-hours trading, with investors weighing the swell in spending against surging revenue and profit.
Like larger rivals Amazon Web Services and Microsoft’s Azure, Google Cloud has been grappling with capacity constraints, and Pichai said the expenditures were necessary “to meet customer demand and capitalize on the growing opportunities we have ahead of us”.
But investors have increasingly grown concerned about payoffs from AI investments, as the big cloud companies collectively spend massive amounts building out their infrastructure. Meta last week hiked capital investment for AI development this year by 73%.
Story Continues
As the AI arms race heats up, Google’s Gemini AI assistant app exceeded 750 million users per month, Pichai said, up by 100 million compared with November.
The driverless car division Waymo is working to integrate the AI model, and Google announced that its Chrome browser will adapt more Gemini AI features, too.
View Comments |
| 04.02.26 22:31:15 |
PayPal Leadership Shake-Up - Former HP Exec Hired As New CEO |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | PayPal Holdings, Inc.(NASDAQ:PYPL) shares are down during premarket trading on Tuesday following the announcement of a leadership change within the company. The stock’s decline comes as the company appointed Enrique Lores as its new President and CEO, effective Mar. 1.
The Board of Directors expressed confidence that Lores will lead PayPal into its next chapter, but uncertainty often accompanies such changes.
Enrique Lores Appointed as PayPal CEO
Lores, who has been on PayPal’s Board for nearly five years, succeeds Alex Chriss, with Jamie Miller stepping in as Interim CEO until Lores takes over.
The Board’s evaluation highlighted that while progress has been made, the pace of change did not meet expectations, prompting this leadership shift.
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In his previous role as President and CEO of HP Inc.(NYSE:HPQ), Lores led significant transformations, which the Board hopes will translate into similar success at PayPal.
The company aims to strengthen its culture of innovation and enhance its competitive position in the rapidly evolving payments industry.
Subpar Q4 Performance
PayPal reported subpar fourth-quarter financial results. It reported quarterly earnings of $1.23 per share, which missed the analyst consensus estimate of $1.28 by 4.28 percent. This is a 3.36 percent increase over earnings of $1.19 per share from the same period last year.
PayPal reported quarterly sales of $8.676 billion, which missed the analyst consensus estimate of $8.801 billion by 1.42 percent. This is a 3.71 percent increase over sales of $8.366 billion in the same period last year.
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Analyst Consensus & Recent Actions
The stock carries a Hold Rating with an average price forecast of $78.64. Recent analyst moves include:
Cantor Fitzgerald: Initiated with Neutral (Target $60.00) (Jan. 27) Piper Sandler: Neutral (Lowers Target to $74.00) (Jan. 14) Daiwa Capital: Downgraded to Neutral (Lowers Target to $61.00) (Jan. 13)
Valuation Insight: While the stock trades at a value P/E multiple, the consensus and 4% expected earnings growth suggest analysts view this growth as justification for the 57% upside to analyst targets.
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PayPal’s Benzinga Edge Scorecard Analysis
Below is the Benzinga Edge scorecard for PayPal Holdings, highlighting its strengths and weaknesses compared to the broader market:
Story Continues
Value Rank: 74.95 — The stock is considered a strong value relative to its peers. Quality Rank: 9.56 — Indicates low quality metrics, suggesting potential concerns about operational efficiency. Momentum Rank: 5.4 — Reflects weak momentum, indicating the stock is underperforming the broader market.
The Verdict: PayPal Holdings’ Benzinga Edge signal reveals a classic ‘High-Flyer’ setup. While the Value Rank indicates potential for recovery, the weak Momentum and Quality scores suggest caution as the company navigates significant leadership changes.
Read Next: Americans With a Financial Plan Can 4X Their Wealth — Get Your Personalized Plan from a CFP Pro
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This article PayPal Leadership Shake-Up - Former HP Exec Hired As New CEO originally appeared on Benzinga.com
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| 04.02.26 22:31:15 |
PayPal Leadership Shake-Up - Former HP Exec Hired As New CEO |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | PayPal Holdings, Inc.(NASDAQ:PYPL) shares are down during premarket trading on Tuesday following the announcement of a leadership change within the company. The stock’s decline comes as the company appointed Enrique Lores as its new President and CEO, effective Mar. 1.
The Board of Directors expressed confidence that Lores will lead PayPal into its next chapter, but uncertainty often accompanies such changes.
Enrique Lores Appointed as PayPal CEO
Lores, who has been on PayPal’s Board for nearly five years, succeeds Alex Chriss, with Jamie Miller stepping in as Interim CEO until Lores takes over.
The Board’s evaluation highlighted that while progress has been made, the pace of change did not meet expectations, prompting this leadership shift.
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The AI Marketing Platform Backed by Insiders from Google, Meta, and Amazon — Invest at $0.85/Share Earn While You Scroll: The Deloitte-Ranked #1 Software Company Growing 32,481% Is Opening Its $0.50/Share Round to Accredited Investors.
In his previous role as President and CEO of HP Inc.(NYSE:HPQ), Lores led significant transformations, which the Board hopes will translate into similar success at PayPal.
The company aims to strengthen its culture of innovation and enhance its competitive position in the rapidly evolving payments industry.
Subpar Q4 Performance
PayPal reported subpar fourth-quarter financial results. It reported quarterly earnings of $1.23 per share, which missed the analyst consensus estimate of $1.28 by 4.28 percent. This is a 3.36 percent increase over earnings of $1.19 per share from the same period last year.
PayPal reported quarterly sales of $8.676 billion, which missed the analyst consensus estimate of $8.801 billion by 1.42 percent. This is a 3.71 percent increase over sales of $8.366 billion in the same period last year.
Trending: Blue-chip art has historically outpaced the S&P 500 since 1995, and fractional investing is now opening this institutional asset class to everyday investors.
Analyst Consensus & Recent Actions
The stock carries a Hold Rating with an average price forecast of $78.64. Recent analyst moves include:
Cantor Fitzgerald: Initiated with Neutral (Target $60.00) (Jan. 27) Piper Sandler: Neutral (Lowers Target to $74.00) (Jan. 14) Daiwa Capital: Downgraded to Neutral (Lowers Target to $61.00) (Jan. 13)
Valuation Insight: While the stock trades at a value P/E multiple, the consensus and 4% expected earnings growth suggest analysts view this growth as justification for the 57% upside to analyst targets.
See Also: Wall Street's $12B Real Estate Manager Is Opening Its Doors to Individual Investors — Without the Crowdfunding Middlemen
PayPal’s Benzinga Edge Scorecard Analysis
Below is the Benzinga Edge scorecard for PayPal Holdings, highlighting its strengths and weaknesses compared to the broader market:
Story Continues
Value Rank: 74.95 — The stock is considered a strong value relative to its peers. Quality Rank: 9.56 — Indicates low quality metrics, suggesting potential concerns about operational efficiency. Momentum Rank: 5.4 — Reflects weak momentum, indicating the stock is underperforming the broader market.
The Verdict: PayPal Holdings’ Benzinga Edge signal reveals a classic ‘High-Flyer’ setup. While the Value Rank indicates potential for recovery, the weak Momentum and Quality scores suggest caution as the company navigates significant leadership changes.
Read Next: Americans With a Financial Plan Can 4X Their Wealth — Get Your Personalized Plan from a CFP Pro
Photo: Ink Drop on Shutterstock.com
UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets.
Get the latest stock analysis from Benzinga:
APPLE (AAPL): Free Stock Analysis Report TESLA (TSLA): Free Stock Analysis Report
This article PayPal Leadership Shake-Up - Former HP Exec Hired As New CEO originally appeared on Benzinga.com
View Comments |
| 04.02.26 22:15:00 |
Tech: Why this strategist has an Underweight rating on Mag 7 |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | As markets (^DJI, ^IXIC, ^GSPC) get dragged lower on Wednesday due to the wide sell-off in tech and software stocks, EP Wealth Advisors managing director of investments Adam Phillips — who has an Underweight rating on the Magnificent Seven — explains his outlook on the group of Big Tech stock leaders.
To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
Video Transcript
00:00 Speaker A
You're underweight the Mag 7. Um, how come? What what are the key risks there? Is that is that earnings growth, Adam? Is that valuation? What do you see?
00:09 Adam
Yeah, it's it's it's both certainly. And we've been underweight uh for several months now. and we've been telling our clients, look, you can express a uh your your belief or or optimism around the AI trade, it doesn't mean you have to own the index weight. And I think that's really important that we could be deliberate in our positioning. We're not uh we we don't have a a mutual fund where we have to really focus too much on tracking here. I think it's important to pick and choose your spots. And so as we focus on the Magnificent 7, we're looking at a group where we've seen operating margins expand by double digits, by about 10% over the next over the last three years. You have to ask yourself how much further that can go as we start to see uh the people start to question all the investment going into this and we see new competition. We see these these companies starting to leap frog each other. And so that's one of the reasons that we're just focused away from it. We think that they are still profitable, they're still printing cash, but we also want to focus beyond the Mag 7 and we think that that's where the opportunity lies.
01:17 Speaker A
You also say you're Adam, you're preparing your clients for more volatility ahead. How how how do you prepare them? I mean, how do you how do you keep them sort of just focused and disciplined even if we see drawdowns?
01:34 Adam
Yeah, it's uh, we really try hard. I I think it's really important first to just state the facts. We're coming off three very good years for risk assets focusing on the S&P 500, cumulative returns of close to 80%, back-to-back-to-back years of 15% plus returns. And so I think just stating the facts and and the current landscape, we can all acknowledge the geopolitical risks, but let's also just look at the calendar here. It's a mid-term election year. Historically, those are more volatile. You see average entry year drawdowns of close to 19% versus 12% in years one, three and four. So right there, there's likely to be more volatility here. and I think it's just really about hammering it and focusing on that long-term financial plan which we do for all of our clients and saying, look, your portfolio, your financial plan is built to withstand short-term periods of volatility. If we do see a little bit of a stumble, that's okay, it's healthy. And as long as our economic outlook remains favorable and earnings continue to deliver, we think that any sell-off will be relatively short-lived.
View comments |
| 04.02.26 22:15:00 |
Tech: Why this strategist has an Underweight rating on Mag 7 |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | As markets (^DJI, ^IXIC, ^GSPC) get dragged lower on Wednesday due to the wide sell-off in tech and software stocks, EP Wealth Advisors managing director of investments Adam Phillips — who has an Underweight rating on the Magnificent Seven — explains his outlook on the group of Big Tech stock leaders.
To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
Video Transcript
00:00 Speaker A
You're underweight the Mag 7. Um, how come? What what are the key risks there? Is that is that earnings growth, Adam? Is that valuation? What do you see?
00:09 Adam
Yeah, it's it's it's both certainly. And we've been underweight uh for several months now. and we've been telling our clients, look, you can express a uh your your belief or or optimism around the AI trade, it doesn't mean you have to own the index weight. And I think that's really important that we could be deliberate in our positioning. We're not uh we we don't have a a mutual fund where we have to really focus too much on tracking here. I think it's important to pick and choose your spots. And so as we focus on the Magnificent 7, we're looking at a group where we've seen operating margins expand by double digits, by about 10% over the next over the last three years. You have to ask yourself how much further that can go as we start to see uh the people start to question all the investment going into this and we see new competition. We see these these companies starting to leap frog each other. And so that's one of the reasons that we're just focused away from it. We think that they are still profitable, they're still printing cash, but we also want to focus beyond the Mag 7 and we think that that's where the opportunity lies.
01:17 Speaker A
You also say you're Adam, you're preparing your clients for more volatility ahead. How how how do you prepare them? I mean, how do you how do you keep them sort of just focused and disciplined even if we see drawdowns?
01:34 Adam
Yeah, it's uh, we really try hard. I I think it's really important first to just state the facts. We're coming off three very good years for risk assets focusing on the S&P 500, cumulative returns of close to 80%, back-to-back-to-back years of 15% plus returns. And so I think just stating the facts and and the current landscape, we can all acknowledge the geopolitical risks, but let's also just look at the calendar here. It's a mid-term election year. Historically, those are more volatile. You see average entry year drawdowns of close to 19% versus 12% in years one, three and four. So right there, there's likely to be more volatility here. and I think it's just really about hammering it and focusing on that long-term financial plan which we do for all of our clients and saying, look, your portfolio, your financial plan is built to withstand short-term periods of volatility. If we do see a little bit of a stumble, that's okay, it's healthy. And as long as our economic outlook remains favorable and earnings continue to deliver, we think that any sell-off will be relatively short-lived.
View comments |
| 04.02.26 22:08:55 |
Dow Jones Futures: Google Lifts Ailing Techs Late On Strong Earnings, Huge AI Spending |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | The rotation out of techs continued in a divided stock market, but Eli Lilly jumped. Google rose late on earnings and huge capital spending plans.
Continue Reading |
| 04.02.26 22:04:03 |
Dow Jones Futures: Techs Keep Falling In Divided Market; Google Rises Late On Earnings, Huge AI Spending |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | The rotation out of techs continued in a divided stock market, but Eli Lilly jumped. Google rose late on earnings and huge capital spending plans.
Continue Reading |
| 04.02.26 21:45:00 |
Arm Holdings Reported Record Revenue. The Stock Is Falling. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | Wall Street expected earnings of 41 cents a share, on revenue of $1.23 billion, according to FactSet.
Continue Reading |
| 04.02.26 21:44:00 |
Qualcomm Gives Weak Guidance. The CEO Blames Memory Crunch. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | Qualcomm gave a disappointing outlook for its current quarter. For the December quarter, Qualcomm reported earnings per share of $3.50, compared to Wall Street’s consensus estimate of $3.39, according to FactSet.
Continue Reading |
| 04.02.26 21:31:00 |
Qualcomm hat im ersten Quartal ein Umsatzwachstum verzeichnet, aber der Speicherengpass trübt die Aussichten. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | Okay, here's a condensed summary and the German translation:
**Condensed Summary:**
The semiconductor company reported $12.25 billion in revenue. However, they anticipate a slowdown in current quarter performance due to ongoing memory supply shortages.
**German Translation:**
**Zusammenfassung:**
Das Halbleiterunternehmen verzeichnete einen Umsatz von 12,25 Milliarden Dollar. Dennoch erwarten sie eine Verlangsamung der Leistung im aktuellen Quartal aufgrund anhaltender Engpässe bei der Speicherchip-Lieferung.
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**Notes on the Translation:**
* **Halbleiterunternehmen:** Semiconductor Company
* **Umsatz:** Revenue
* **verzeichnete:** Recorded/achieved
* **Engpässe:** Shortages/bottlenecks
* **Speicherchip-Lieferung:** Memory chip supply
Would you like me to provide a slightly different variation of the translation, or perhaps focus on a particular aspect of the original text? |
| 04.02.26 21:31:00 |
Qualcomm hat im ersten Quartal ein Umsatzwachstum verzeichnet, aber der Speicherengpass trübt die Aussichten. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Apple Inc** | Okay, here's a condensed summary and the German translation:
**Condensed Summary:**
The semiconductor company reported $12.25 billion in revenue. However, they anticipate a slowdown in current quarter performance due to ongoing memory supply shortages.
**German Translation:**
**Zusammenfassung:**
Das Halbleiterunternehmen verzeichnete einen Umsatz von 12,25 Milliarden Dollar. Dennoch erwarten sie eine Verlangsamung der Leistung im aktuellen Quartal aufgrund anhaltender Engpässe bei der Speicherchip-Lieferung.
---
**Notes on the Translation:**
* **Halbleiterunternehmen:** Semiconductor Company
* **Umsatz:** Revenue
* **verzeichnete:** Recorded/achieved
* **Engpässe:** Shortages/bottlenecks
* **Speicherchip-Lieferung:** Memory chip supply
Would you like me to provide a slightly different variation of the translation, or perhaps focus on a particular aspect of the original text? |
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