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| 28.02.26 03:39:35 |
Dow Jones Futures: Trump's Anthropic Move Hits Market ETFs; Don't Forget S&P 500's Hottest Stocks |
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**Apple Inc** | The major indexes are all below their 50-day moving averages. But there's a lot of strength underneath.
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| 28.02.26 00:55:00 |
Review & Preview: Apocalypse Returns |
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**Apple Inc** | REVIEW PREVIEW NEWSLETTER Worry List. The worries about software stocks—the so-called SaaSpocalypse—returned with a vengeance on Friday, expanding across the tech complex to chips and other hardware plays, as well.
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| 27.02.26 23:57:00 |
Want Decades of Passive Income? 2 Stocks to Buy Now and Hold Forever |
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**Bayer AG NA** | If you are retired or nearing retirement you are likely thinking about generating passive income to supplement your Social Security checks. You just want to make sure you find stocks that are worth buying now and holding for the long term. And that is exactly what you're likely to find with Agree Realty(NYSE: ADC) and Bank of Nova Scotia(NYSE: BNS). Here's what you need to know about these two buy-and-hold stocks.
1. Agree Realty is growing in a big way
Dividend investors looking at Agree Realty might look at its dividend payment history and notice that it cut the dividend in 2011. Don't toss the stock on the rubbish heap because of that; it is a very different stock today than it was back then. To put a number on that, when Agree cut the dividend it owned less than 100 properties. The bankruptcy of one of its tenants at that point was a huge deal and necessitated the dividend cut. By the end of the first quarter of 2024, Agree owned a portfolio of more than 2,100 properties. No single tenant or property is nearly as important as it was when the company cut its dividend.
Image source: Getty Images.
But there's a second issue to consider. This real estate investment trust (REIT) has grown a great deal over the past decade or so. And that growth translated into a sizable increase in the dividend payment, with compound annualized growth of roughly 6% a year over the past decade. That's pretty attractive for a REIT and comes from a stock with a dividend yield of nearly 4.9%. The S&P 500 index is yielding less than 1.3%. A substantial yield, roughly a decade of dividend growth, and an attractive dividend growth rate. Not a bad combination.
The real question, then, is how long is Agree's growth runway? That is hard to answer, but a comparison to a peer might help. Agree's largest competitor, Realty Income, owns more than 15,400 properties. Put simply, it looks like Agree is nowhere near done increasing the size of its portfolio and likely its dividend.
2. Scotiabank has paid a dividend since 1833
Bank of Nova Scotia, which is more commonly known as Scotiabank, has paid dividends for more than 150 years without interruption. There's no reason to believe that this streak is about to come to an end. The dividend yield right now is a very attractive 6.7% or so, which is around twice the average for a bank. You might be thinking that something is wrong here, and you'd be right. Scotiabank has been underperforming its peers and it is currently revamping its portfolio.
Scotiabank hails from Canada, but, unlike most large Canadian banks, it chose to skip over the United States market and expand into South America. It didn't work out as well as hoped and now management is refocusing around the most profitable countries (such as Mexico) and considering exiting the least profitable ones (such as Colombia). It will likely take a couple of years for the company to turn things around and investors are moving on to other banks.
But that's the opportunity for investors who think in decades and not days. You can collect a huge yield from a company with a long track record of reliably rewarding investors with dividends. To be fair, the dividend may not grow much, if at all, for a bit. That's not great, but the starting dividend yield of 6.7% is fair compensation as you wait for the turnaround effort to take hold. You can take a little extra comfort here, as well, knowing that heavily regulated Canadian banks like Scotiabank have government-protected market positions in Canada and tend to operate in a highly conservative manner throughout their businesses.
Retirees need reliable dividend stocks
If you are retired or nearing retirement, you can't afford to buy just any old dividend stock. You need stocks with the wherewithal to keep paying you for decades into the future. Agree's opportunity for growth is huge and that should turn into reliable dividend growth for shareholders. Scotiabank's yield is high, but its incredible dividend record suggests that the turnaround it's undertaking will end well for yield seekers.
Take some time to get to know these two high-yield companies and one, if not both, could find a home in your portfolio today.
Should you invest $1,000 in Agree Realty right now?
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Reuben Gregg Brewer has positions in Bank Of Nova Scotia and Realty Income. The Motley Fool has positions in and recommends Realty Income. The Motley Fool recommends Bank Of Nova Scotia. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 27.02.26 23:48:43 |
Retail customers file lawsuits over tariffs against FedEx and Ray-Bans maker |
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**Apple Inc** | NEW YORK (AP) — At least two retail customers pursuing tariff-related refunds have filed proposed class-action lawsuits in U.S. courts against companies that also sued to recoup costs from the import taxes the U.S. Supreme Court ruled President Donald Trump imposed without the legal authority to do so.
The federal court lawsuits brought against delivery company FedEx and French eyewear company EssilorLuxottica, which makes Ray-Ban sunglasses, seek to ensure that consumers get a share of any refunds the businesses get. More than 1,000 companies, including large corporations like Revlon and Costco, filed suit in the U.S. Court of International Trade to preserve their right to reimbursement.
On Feb. 20, The Supreme Court invalidated tariffs implemented under the International Emergency Economic Powers Act, or IEEPA, worth an estimated $130 billion to $175 billion.
A refund process either through the U.S. Court of International Trade or the U.S. Customs and Border Protection is set to be worked out in coming days or months as a bevy of lawsuits and claims work their way through government systems. Companies have been filing lawsuits protectively to ensure they receive refunds.
FedEx said in a statement on Thursday that it would return any tariff refund it might get to shippers and customers who had paid them. The complaint filed against FedEx on Friday by Matthew Reiser of Miami states the company's pledge “creates no legally enforceable obligation and is expressly contingent on future government and court guidance that may never materialize.”
Reiser claims he paid $36 in tariffs and customs brokerage and duty advancement fees on tennis shoes shipped via FedEx by Tennis Warehouse Europe, an online retailer based in Schutterwald, Germany.
FedEx did not immediately respond to a request for comment.
In a separate proposed class action filed this week, Nathan Ward of New York states that he purchased Ray-Ban sunglasses from ray-ban.com in August 2025 that were priced higher than in the past, reflecting a tariff surcharge.
“Despite seeking an order entitling it to a refund of the duties collected as a result of the subject tariffs, EssilorLuxottica continues to collect and has not refunded the tariff surcharges it collected from consumers,” the complaint states.
EssilorLuxottica also did not respond to a request for comment.
Barry Appleton, co-director of the Center for International Law at New York Law School, said he expected many more such consumer lawsuits to surface, especially against companies that issued invoices or receipts with itemized tariff charges. The legal viability of the cases is not clear-cut but they put pressure on businesses to share any tax refunds they manage to secure, he said.
“What we are watching is the predictable next chapter of the IEEPA story," Appleton said. "The Supreme Court told the White House it overreached, the major importers lined up for refunds, and now ordinary consumers are asking the obvious question — if those duties were illegal, why shouldn’t we get our money back too?”
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| 27.02.26 23:19:41 |
Wall St notches monthly declines on AI, tariff, geopolitical worries |
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**Bayer AG NA** | STORY: U.S. stocks tumbled on the last trading day in February, with the Dow dropping one percent, the S&P 500 falling just under half a percent and the Nasdaq losing just under one percent.The Dow posted its biggest weekly drop since November, while the S&P 500 and Nasdaq marked their largest monthly declines in nearly a year.Friday's session kicked off with a hotter-than-expected Producer Price Index that dampened investors' spirits, explains Jason Betz, private wealth advisor at Redwood Wealth Advisors/Ameriprise Financial."Today's big PPI miss really throws water on this market's hope that we're going to see continued substantial rate cuts in 2026. I mean, it was hard for me to make a case that we'd see anything in terms of rate cuts for the first half of the year. Now, with today's number, you got to wonder if we're going to even see anything for the remainder of this year. Traders certainly don't like that."Friday's losses were also driven by uncertainty over AI costs, revived tariffs and simmering geopolitical tensions.Financial stocks were among the hardest hit, after reports that Barclays, Jefferies, Wells Fargo and other banks face potential losses related to the collapse of UK mortgage provider Market Financial Solutions Ltd.Wells Fargo, Jefferies and U.S.-listed shares of Barclays all ended sharply lower.And tech shares continued to weigh, with Nvidia sliding more than 4%, extending the previous session's 5.5% drop despite solid earnings.Shares of Zscaler plunged more than 12% after the cloud security firm reported a wider net loss in the second quarter.::Dell / FileOn the flip side, shares of Dell shot up nearly 22% after the PC maker said it expects revenue from its key AI-optimized servers business to double in fiscal year 2027 and promised to return more cash to shareholders.
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| 27.02.26 23:15:03 |
VirTra, Inc. (VTSI) Advances While Market Declines: Some Information for Investors |
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**Apple Inc** | VirTra, Inc. (VTSI) closed at $4.36 in the latest trading session, marking a +2.83% move from the prior day. The stock outperformed the S&P 500, which registered a daily loss of 0.43%. Elsewhere, the Dow lost 1.05%, while the tech-heavy Nasdaq lost 0.92%.
Shares of the company have depreciated by 10.74% over the course of the past month, underperforming the Aerospace sector's gain of 2.36%, and the S&P 500's loss of 0.5%.
The investment community will be paying close attention to the earnings performance of VirTra, Inc. in its upcoming release. The company's earnings per share (EPS) are projected to be -$0.02, reflecting a 75% increase from the same quarter last year. Meanwhile, the latest consensus estimate predicts the revenue to be $5.45 million, indicating a 0.93% increase compared to the same quarter of the previous year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $0.15 per share and a revenue of $24.94 million, representing changes of +25% and -7.81%, respectively, from the prior year.
It is also important to note the recent changes to analyst estimates for VirTra, Inc. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. As of now, VirTra, Inc. holds a Zacks Rank of #3 (Hold).
In the context of valuation, VirTra, Inc. is at present trading with a Forward P/E ratio of 24.94. This represents no noticeable deviation compared to its industry average Forward P/E of 24.94.
The Electronics - Military industry is part of the Aerospace sector. This industry, currently bearing a Zacks Industry Rank of 88, finds itself in the top 36% echelons of all 250+ industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
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| 27.02.26 23:11:30 |
Qualcomm Hire From Intel Puts Manufacturing Execution In Sharper Focus |
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**Bayer AG NA** | Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide.
Qualcomm (NasdaqGS:QCOM) has hired Kevin O'Buckley from Intel to a senior global operations role. O'Buckley previously worked on Intel's foundry efforts, bringing manufacturing and ecosystem experience to Qualcomm. The appointment signals a shift in high level talent between major semiconductor competitors.
For you as an investor, this move sits at the intersection of chip design, manufacturing partnerships, and supply chain execution. Qualcomm focuses on wireless chips, processors, and related platforms that sit inside smartphones, automotive systems, data center equipment, and devices running AI workloads. Rivalry among large chip companies has centered not just on chip performance but also on capacity access and execution on complex product roadmaps.
Bringing in a leader with foundry and operations experience could influence how Qualcomm approaches long term supply planning, manufacturing partnerships, and major programs in automotive, AI, and data center products. Investors often watch these types of hires as possible signals of where management attention is going and which parts of the business may see more focus over time.
Stay updated on the most important news stories for QUALCOMM by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on QUALCOMM.NasdaqGS:QCOM 1-Year Stock Price Chart
Does the team leading QUALCOMM have what it takes? See our full breakdown of the management team's track record and compensation.
For Qualcomm, bringing in Kevin O'Buckley from Intel looks closely tied to execution on manufacturing-heavy priorities such as data center chips, automotive modules and AI-at-the-edge products. The company is already working with partners like TSMC and Tata Electronics, has acquired Alphawave Semi and Ventana, and is pushing into a capital intensive data center and AI-infrastructure market alongside competitors like Intel and AMD. A senior hire with foundry and operations experience can matter for coordinating supplier roadmaps, packaging choices and long-term capacity commitments across these programs.
How This Fits Into The QUALCOMM Narrative
The hire aligns with Qualcomm's push into AI devices, data centers and automotive, areas where tight coordination between chip design, packaging and outsourced manufacturing supports the diversification narrative. It also raises the execution bar, because expanding into new end markets while keeping smartphone, licensing and regulatory pressures in check increases complexity that could challenge margin and timing assumptions in the narrative. The specific impact of importing senior foundry talent from a direct competitor is not fully captured in the existing narrative, which focuses more on products, partnerships and acquisitions than on operational leadership depth.
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Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for QUALCOMM to help decide what it's worth to you.
The Risks and Rewards Investors Should Consider
⚠️ A more complex product mix across smartphones, data centers, automotive and IoT raises execution risk if supply chain or packaging choices do not line up with customer timelines. ⚠️ Competition from large chipmakers such as Intel, AMD and Nvidia for foundry capacity, packaging technology and AI customers could limit the operational benefits of this leadership change. 🎁 Strengthening global operations leadership could support Qualcomm's efforts to turn its Alphawave and Ventana acquisitions, plus AI data center ambitions, into consistent, scalable product delivery. 🎁 A credible operator with foundry experience may help Qualcomm negotiate better with manufacturing partners and respond more quickly to analyst and customer scrutiny on cross cycle supply resilience.
What To Watch Going Forward
From here, it is worth watching how Qualcomm describes O'Buckley's remit on future earnings calls and at events like its upcoming forums, and whether responsibilities link directly to data center, automotive and key partnerships such as TSMC and Tata Electronics. You can also track any changes in commentary around supply assurance, packaging choices or long term capacity plans, as well as how quickly Qualcomm moves from AI and data center announcements to volume shipments compared with peers like Intel and AMD. If management starts highlighting new operational milestones or manufacturing agreements tied to this hire, that will give you more concrete evidence of how the appointment is feeding into Qualcomm's broader execution story.
To ensure you're always in the loop on how the latest news impacts the investment narrative for QUALCOMM, head to the community page for QUALCOMM to never miss an update on the top community narratives.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include QCOM.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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| 27.02.26 22:55:00 |
Before Retiring, Warren Buffett Sold These 3 Stocks and Piled Into This High-Yield Investment |
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**Apple Inc** | Key Points
Berkshire Hathaway continued reducing exposure to the tech and banking sectors in Buffett's final quarter as CEO. The company made another big investment in a leading energy company in Q4. 10 stocks we like better than Chevron ›
Warren Buffett stepped down as Berkshire Hathaway's (NYSE: BRKB)(NYSE: BRKB) CEO at the end of 2025, passing the reins to Greg Abel. While Buffett remains at Berkshire as the chairman of the company's board of directors, his departure from the CEO position marks the end of a legendary and highly lauded era. Read on for a look at three stocks Berkshire heavily sold out of in the fourth quarter -- and one high-yield dividend stock it continued to pile into.
Image source: The Motley Fool.
Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »
Berkshire sold large blocks of these three stocks
Berkshire Hathaway was once again a net seller of stocks in the fourth quarter, and its divestitures were heavily concentrated across three companies:
Amazon -- Berkshire sold 7.7 million shares of Amazon stock in the fourth quarter, reducing its total holdings in the company by 77%. The tech stock now accounts for just 0.1% of Berkshire's holdings.Apple -- Buffett's company continued to trim its exposure to Apple stock in last year's fourth quarter. The company sold 10.3 million shares of the tech giant's stock in the period, reducing its total holdings by 4.3%. Apple stock still ranks as the holding company's top holding by weight, accounting for 19.5% of its total stock portfolio.Bank of America -- Berkshire sold roughly 50.8 million shares of Bank of America in Q4, reducing its total share count by 8.9%. Bank of America ranks as the fourth-largest holding in the company's stock portfolio, accounting for 8.2% of total weight.
Berkshire's stock moves in Q4 continued the trend of reducing exposure to the tech and banking industries, with another round of big sales of Apple stock and Bank of America stock playing big roles in reducing the holding company's exposure to equities and boosting its cash pile.
Berkshire bought this high-yield stock
In addition to initiating a stake in The New York Times and increasing its position in Chubb, Berkshire notably increased its holdings in one high-yield dividend stock in Buffett's last quarter as CEO. The investment conglomerate purchased more than 8 million additional shares of energy giant Chevron's (NYSE: CVX) stock last quarter, increasing its total holdings by 6.6%.
Chevron currently ranks as Berkshire's fifth-largest holding by weight and accounts for roughly 7.6% of its total public stock holdings.As of this writing, the stock carries a forward yield of 3.9%.
While concerns about an artificial intelligence (AI) valuation bubble and the possibility that AI technologies will drive disruption in the software-as-a-service (SaaS) space have spurred volatility for tech stocks, the energy sector has emerged as a hot defensive play. In addition to its defensive characteristics, the energy sector offers exposure to the AI trend, because data centers have massive power requirements.
Chevron stock has risen 18% over the last year and delivered a dividend-adjusted total return of roughly 22% across the stretch. With Berkshire moving out of Bank of America shares and adding to its holdings of the energy giant, it wouldn't be surprising to see Chevron become the investment conglomerate's fourth-largest holding sometime this year.
Should you buy stock in Chevron right now?
Before you buy stock in Chevron, consider this:
The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Chevron wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years.
Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $456,188!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,133,413!*
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Bank of America is an advertising partner of Motley Fool Money. Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Apple, Berkshire Hathaway, Chevron, and The New York Times Co. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 27.02.26 22:50:02 |
Groupon (GRPN) Sees a More Significant Dip Than Broader Market: Some Facts to Know |
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**Apple Inc** | Groupon (GRPN) closed at $12.62 in the latest trading session, marking a -1.79% move from the prior day. The stock trailed the S&P 500, which registered a daily loss of 0.43%. Elsewhere, the Dow lost 1.05%, while the tech-heavy Nasdaq lost 0.92%.
Prior to today's trading, shares of the online daily deal service had lost 12.94% lagged the Retail-Wholesale sector's loss of 5.44% and the S&P 500's loss of 0.5%.
Market participants will be closely following the financial results of Groupon in its upcoming release. The company plans to announce its earnings on March 10, 2026. The company is predicted to post an EPS of $0.19, indicating a 115.83% growth compared to the equivalent quarter last year. Meanwhile, the latest consensus estimate predicts the revenue to be $137.94 million, indicating a 5.8% increase compared to the same quarter of the previous year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of -$2.09 per share and revenue of $503.65 million. These totals would mark changes of -38.41% and +2.25%, respectively, from last year.
Investors should also note any recent changes to analyst estimates for Groupon. Recent revisions tend to reflect the latest near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. Groupon presently features a Zacks Rank of #3 (Hold).
Valuation is also important, so investors should note that Groupon has a Forward P/E ratio of 17.36 right now. This denotes a premium relative to the industry average Forward P/E of 15.88.
The Internet - Commerce industry is part of the Retail-Wholesale sector. With its current Zacks Industry Rank of 174, this industry ranks in the bottom 29% of all industries, numbering over 250.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Story Continues
Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
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| 27.02.26 22:50:02 |
Why the Market Dipped But New Gold (NGD) Gained Today |
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**Apple Inc** | New Gold (NGD) closed at $13.42 in the latest trading session, marking a +2.13% move from the prior day. The stock's change was more than the S&P 500's daily loss of 0.43%. Elsewhere, the Dow saw a downswing of 1.05%, while the tech-heavy Nasdaq depreciated by 0.92%.
The gold mining company's shares have seen an increase of 8.6% over the last month, surpassing the Basic Materials sector's gain of 7.73% and the S&P 500's loss of 0.5%.
The investment community will be paying close attention to the earnings performance of New Gold in its upcoming release. The company's earnings per share (EPS) are projected to be $0.27, reflecting a 285.71% increase from the same quarter last year.
NGD's full-year Zacks Consensus Estimates are calling for earnings of $0.66 per share and revenue of $0 million. These results would represent year-over-year changes of +230% and 0%, respectively.
Investors should also pay attention to any latest changes in analyst estimates for New Gold. These recent revisions tend to reflect the evolving nature of short-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 22.1% higher within the past month. New Gold currently has a Zacks Rank of #1 (Strong Buy).
In terms of valuation, New Gold is currently trading at a Forward P/E ratio of 8.5. This signifies a discount in comparison to the average Forward P/E of 13.34 for its industry.
The Mining - Gold industry is part of the Basic Materials sector. With its current Zacks Industry Rank of 42, this industry ranks in the top 18% of all industries, numbering over 250.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
You can find more information on all of these metrics, and much more, on Zacks.com.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Story Continues
New Gold Inc. (NGD) : Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
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| 27.02.26 22:50:01 |
American Eagle Outfitters (AEO) Declines More Than Market: Some Information for Investors |
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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** | American Eagle Outfitters (AEO) closed the most recent trading day at $24.57, moving -1.36% from the previous trading session. The stock fell short of the S&P 500, which registered a loss of 0.43% for the day. On the other hand, the Dow registered a loss of 1.05%, and the technology-centric Nasdaq decreased by 0.92%.
Coming into today, shares of the teen clothing retailer had gained 6.86% in the past month. In that same time, the Retail-Wholesale sector lost 5.44%, while the S&P 500 lost 0.5%.
The upcoming earnings release of American Eagle Outfitters will be of great interest to investors. The company's earnings report is expected on March 4, 2026. The company's upcoming EPS is projected at $0.71, signifying a 31.48% increase compared to the same quarter of the previous year. Simultaneously, our latest consensus estimate expects the revenue to be $1.73 billion, showing a 7.9% escalation compared to the year-ago quarter.
AEO's full-year Zacks Consensus Estimates are calling for earnings of $1.38 per share and revenue of $5.46 billion. These results would represent year-over-year changes of -20.69% and +2.55%, respectively.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for American Eagle Outfitters. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 0.89% increase. As of now, American Eagle Outfitters holds a Zacks Rank of #1 (Strong Buy).
Looking at its valuation, American Eagle Outfitters is holding a Forward P/E ratio of 14.67. This expresses a discount compared to the average Forward P/E of 19.61 of its industry.
One should further note that AEO currently holds a PEG ratio of 6.52. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. The Retail - Apparel and Shoes industry had an average PEG ratio of 1.92 as trading concluded yesterday.
Story Continues
The Retail - Apparel and Shoes industry is part of the Retail-Wholesale sector. At present, this industry carries a Zacks Industry Rank of 30, placing it within the top 13% of over 250 industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
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This article originally published on Zacks Investment Research (zacks.com).
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| 27.02.26 22:32:33 |
Stock Market Today, Feb. 27: Paramount Skydance Rallies as Warner Bros. Deal Reshapes Streaming Landscape |
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**Apple Inc** | Paramount Skydance(NASDAQ:PSKY), a media and entertainment company worldwide, closed Friday at $13.51, up 20.84%. The stock moved higher after Warner Bros. Discovery agreed to be acquired by Paramount Skydance and Netflix declined to match Paramount’s $31-per-share bid.
The company’s trading volume reached 90.7 million shares, which is roughly 771% above compared with its three-month average of 10.4 million shares. Paramount Skydance went public in 2005 and has fallen 49% since its IPO.
How the markets moved today
The S&P 500(SNPINDEX:^GSPC) slipped 0.43% to 6,878, while the Nasdaq Composite(NASDAQINDEX:^IXIC) fell 0.92% to 22,668. Within media and entertainment, industry peers Walt Disney (NYSE:DIS) closed at $106.05, up 0.46%, and Comcast (NASDAQ:CMCSA) ended at $30.96, gaining 0.36%, as investors reassessed streaming and TV asset portfolios.
What this means for investors
Paramount Skydance surged after Warner Bros. Discovery agreed to be acquired in a roughly $110 billion deal, cementing one of the largest media consolidations in recent years. Netflix’s decision not to match Paramount’s $31-per-share bid reduced competitive uncertainty and cleared the way for the transaction.
Paramount reported a $573 million fourth-quarter loss, missed earnings expectations, and lowered near-term revenue guidance, highlighting ongoing profitability challenges for legacy media and streaming platforms.The proposed merger would combine major film studios, cable networks, and streaming assets amid high content costs and slowing subscriber growth. Investors will be watching whether the merger can increase direct-to-consumer profits and expand subscriber engagement across its combined content library.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc. |
| 27.02.26 22:27:28 |
The 'ripple effects' of Paramount's Warner Bros. victory |
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**Apple Inc** | Paramount Skydance (PSKY) officially won the bidding war to acquire Warner Bros. Discovery (WBD) after Netflix (NFLX) declined to raise its offer.
Business Insider chief correspondent Peter Kafka joins Market Domination host Josh Lipton to discuss Paramount's surprise victory, highlighting how the acquisition gives Paramount CEO David Ellison and his father Larry Ellison (co-founder of Oracle [ORCL]) an unprecedented hold over the US media landscape.
To watch more expert insights and analysis on the latest market action, check out more Market Domination.
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| 27.02.26 22:10:10 |
NVIDIA Deepens AI Voice Ties As Role In Sovereign Infrastructure Grows |
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**Bayer AG NA** | Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE.
NVIDIA (NasdaqGS:NVDA) has entered a multi year AI voice collaboration with Google Cloud and ElevenLabs, centered on NVIDIA RTX PRO 6000 Blackwell GPUs. The partnership targets large scale, multilingual conversational agents and multimedia content for global enterprise use. NVIDIA is also involved in hyperscale AI infrastructure projects in India and multiple sovereign or national AI initiatives. These moves extend NVIDIA's role as a core supplier of AI compute for both commercial and government backed AI ecosystems.
For you as an investor, NVIDIA is not just a chip designer tied to data centers and gaming; it is increasingly a core supplier for AI infrastructure and tools that sit behind everyday applications. The collaboration with Google Cloud and ElevenLabs pushes NVIDIA deeper into AI voice and multimedia workloads, an area that sits alongside training large models and powering inference at scale.
The expansion into hyperscale builds in India and sovereign AI projects indicates that NVIDIA technology is being integrated into national level AI plans, not only into private cloud deployments. That breadth of adoption may influence how you think about NVIDIA's competitive position, supplier relationships, regulatory exposure, and concentration risk across different regions over the long term.
Stay updated on the most important news stories for NVIDIA by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on NVIDIA.NasdaqGS:NVDA 1-Year Stock Price Chart
See which insiders are buying and buying and selling NVIDIA following this latest news.
Investor Checklist
Quick Assessment
✅ Price vs Analyst Target: At US$184.89, the price is about 29% below the US$261.96 analyst target. ❌ Simply Wall St Valuation: Shares are flagged as about 15.1% above estimated fair value. ❌ Recent Momentum: The 30 day return is about 1.9% decline.
There is only one way to know the right time to buy, sell or hold NVIDIA. Head to Simply Wall St's company report for the latest analysis of NVIDIA's Fair Value.
Key Considerations
📊 The Google Cloud and ElevenLabs collaboration, plus sovereign AI work, reinforces NVIDIA's role as a key supplier behind AI voice and infrastructure projects that many enterprises may rely on. 📊 Watch how AI infrastructure revenue, hyperscale orders and any comments on national AI contracts show up in future filings alongside the current 37.4x P/E compared with the 43.8x industry average. ⚠️ With two flagged risks, including high levels of non cash earnings and recent insider selling, keep an eye on earnings quality and ownership trends if AI spending patterns change.
Story Continues
Dig Deeper
For the full picture including more risks and rewards, check out the complete NVIDIA analysis. Alternatively, you can check out the community page for NVIDIA to see how other investors believe this latest news will impact the company's narrative.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include NVDA.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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| 27.02.26 22:00:42 |
Dow Jones Futures: Major Indexes Mask Market Strength; S&P 500's Top Stock Setting Up |
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**Apple Inc** | The major indexes are all below their 50-day moving averages. But there's a lot of strength underneath.
Continue Reading |
| 27.02.26 22:00:00 |
This analyst isn't buying into software's existential risk narrative |
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**Bayer AG NA** | Macquarie US head of software and services research Steve Koenig weighs in on the state of the software industry amid recent AI-fueled sell-offs — which Salesforce (CRM) and experts have dubbed as the "SaaS-pocalyspe", "Software-mageddon", or "SaaSquatch" — and whether he is believing narratives that software is facing serious existential risks.
To watch more expert insights and analysis on the latest market action, check out more Market Domination.
Video Transcript
00:00 Josh
Um, obviously software, it's in the crosshairs with these AI disruption fears. I'm just I'm just looking here. The IGV, the software sector ETF, we're down nearly 25% already this year. Do you look at that Stephen and say, you know what? This tech is moving so fast and furiously, that kind of response, it's fair, it's reasonable or no, this seems overblown. What do you think?
00:30 Stephen
Hey Josh. thanks for having me. and by the way, I really enjoyed your last very wide-ranging conversation. That was that was fantastic.
00:36 Josh
I appreciate that.
00:41 Stephen
Um yeah, well, you know, um, the market does what it wants to do and uh investors are um, you know, panicked about uh, you know, Salesforce calls it Sasquatch, which is this mythical creature that's going to come and and do you harm, right? But no one's ever really seen Sasquatch. And so, um, you know, the fears of disruption are real.
01:21 Stephen
And um, certainly they've impacted many, many stocks, you know, just across the board in the sector. Um,
01:34 Stephen
I think the um, you know, I I think that what you have here is a situation where the current metrics in terms of ARR growth, uh retention rates, even software hiring, uh not not on the R&D line but on the sales and marketing line, um, they're all they're all good. The current situation looks good. Um, you know, and and and furthermore, the models tend to be very resilient. Like when a reporter wants to spin a story about soft a software company going bankrupt, they they have to find some kind of little, you know, weird situation because they just don't go bankrupt, right?
02:26 Stephen
Um, but what is their growth rate going to be in the future and and, you know, there's certainly legitimacy to um, the uncertainty that investors have about how AI is going to impact, you know, the the incumbent software vendors. So, so we don't minimize that. Um, I think I think we don't um, we don't buy into the blanket existential risk argument. You know, there's a spectrum across the landscape in terms of the use cases uh where AI is is going to really change how people work.
03:13 Stephen
And you know, clearly for like creative type use cases where you can have probabilistic outcomes, search summarization, um, writing code, that's that's been an amazing transformation. Um, you know, those those things and research as well, even even equity research, right? Uh it's amazing what AI can do there. Um, where you have governed workflows that need to be executed according to policy and where a human being needs to take responsibility for it.
03:54 Stephen
you know, whether it's ERP or databases doing two-phase commit, right? Or general ledger transactions where credit has to go with a debit, you know, the the opportunity to provide agentic AI there, there's there's there's less risk there. There's probably also less opportunity there. Um, I do think the incumbent vendors in many cases are in the driver's seat for how agentic AI can get applied because they already automate these workflows and they have granular workflows that they can
04:36 Stephen
that they already control, they they manage the customer data and um, they they are they are on the hook for delivering reliable outcomes to customers. So, I I don't think the models are going to, you know, um, decelerate as fast as the valuations now imply. I and and I think, you know, I I I'd argue the valuations are too low when we look at the DCFs and and you know, our our view on how resilient these these business models are. But the market's not going to dispel. I think those fears will will be with us for quite a while.
View Comments |
| 27.02.26 21:47:00 |
Bank, Brokerage Stocks Suffer Their Worst Day in Months. Here’s Why. |
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**Bayer AG NA** | Financial stocks have taken hits recently as investors weigh the impact of potential AI-related disruption.
Continue Reading |
| 27.02.26 21:30:39 |
These Stocks Lead Dow Jones In February. Hint: It's Not AI Companies. |
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**Apple Inc** | As technology, financial and consumer discretionary sectors struggle this year, investors have shifted to an odd mix of economically sensitive sectors such as materials and energy along with consumer staples and utilities.
Continue Reading |
| 27.02.26 21:27:25 |
AI derangement syndrome has left investors 'unnerved' |
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**Apple Inc** | US stocks (^DJI, ^IXIC, ^GSPC) are falling in Friday's session to cap off weekly losses marked by continued AI uncertainties and Nvidia's (NVDA) apparently underwhelming earnings results for Wall Street investors.
Yardeni Research President Ed Yardeni comes on Market Domination to speak about how the so-called "AI derangement syndrome" has weighed on investor outlook and forecasts for the American labor market.
To watch more expert insights and analysis on the latest market action, check out more Market Domination.
Video Transcript
00:00 Speaker A
in terms of the market action today, Ed, you know, we we did have that higher than expected inflation print which you discussed. I I think we also have to talk about the AI impact here because we have this news around Block.
00:12 Speaker A
So they're cutting 40% of their staff and sort of just feeding into these AI disruption worries. I I'm just curious Ed, how do you think about this AI impact on the American labor market? You seem to have two broad schools of thought, Ed, right? I I hear from the optimists who say, hey, listen,
00:34 Speaker A
we've had these paradigm shifts before, the internet is a great example. We lost some jobs, we created a lot of new jobs. That's one. On the other hand, we've got folks saying, listen, get ready, uh, zombie apocalypse, millions unemployed and by the way, they they won't be employable again. Where are you?
01:04 Ed
Sure. On December 7th, I uh argued that it was time to rebalance uh domestic and global portfolios on December 7th, I uh made the call that it was time to underweight the magnificent 7. That was a pretty good call. I wish I just said just sell them because obviously, they've been very weak uh since then. I think it all started with Michael Bury back in the late uh late October of last year when he started to uh raise some of the issues about too much capital spending, what kind of return are they going to get on their capital spending, How do you depreciate uh, over what period of time do you depreciate the GPU chips? So you raised a lot of very important questions. I I made the analogy with Game of Thrones that Magnificent 7 were like seven kingdoms that operated independently, had moats and were content just kind of prospering on their own. And then all of a sudden AI made them compete with one another and so there's been a an AI war going on and it's so there's been this kind of arms race that uh has uh unnerved uh stock market investors. So stock market investors went from AI euphoria to AI fatigue and now to what I would call AI derangement syndrome. You know, I think it's it's getting
02:30 Speaker A
What do you what do you what do you mean by that? AI derangement syndrome?
02:32 Ed
Well, I mean it's getting a little overdone here. I think AI on balance is a tool that will actually be very productivity enhancing and productivity historic historically has always been good for prosperity. It's always led to an increase in real wages. I use uh AI all day as a research assistant. We've recently started to use it for developing uh tables. We're we're coding without knowing what code is and it's been very very powerful. We I'm not firing anybody because uh we're becoming more productive. Uh quite the opposite. I think we're going to offer our customers better better tools that that we're providing them. I I think on balance is it's going to be good for a lot of companies, but right now, um there's just a fear across the board. I don't think it's going to be bad for for employment and that's what the market's thinking right now.
View Comments |
| 27.02.26 21:23:03 |
Tech stocks today: President Trump orders US government to stop using Anthropic tech amid Pentagon feud |
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**Apple Inc** | The feud between Anthropic and the Department of Defense ratcheted up on Friday after President Trump ordered all government agencies to immediately cease using the artificial intelligence startup's technology.
"We don’t need it, we don’t want it, and will not do business with them again!" Trump posted on Truth Social.
The president weighed in on the standoff after Anthropic CEO, Dario Amodei, said on Thursday that the company would cut ties with the government rather than lift restrictions on its AI model's usage.
"We cannot in good conscience accede to their request," Amodei wrote in response to the Defense Department's demands to use the AI model for "all lawful purposes." The government has given Anthropic until 5:01 p.m. on Friday to answer its request to use models as it sees fit.
OpenAI (OPAI.PVT) also joined the fray, with the Wall Street Journal reporting that CEO Sam Altman told his staff that the ChatGPT maker was working on a deal to help resolve the feud between the startup's rival Anthropic (ANTH.PVT) and the Department of Defense. “We would like to try to help de-escalate things,” Altman wrote in a note to employees.
OpenAI (OPAI.PVT) also announced on Friday that it raised $110 billion in a record-breaking funding round and counted SoftBank (SFTBY), Nvidia (NVDA), and Amazon (AMZN) among its backers. The startup's latest fundraising round values the company at $730 billion pre-money.
Follow along for the latest updates on the tech sector.LIVE29 updates
Featured
just now
Daniel Howley
Trump demands federal goverment stop using Anthropic amid Pentagon dispute
President Trump on Friday ordered the federal government to cease all use of Anthropic's technology, amid the ongoing standoff between the AI company and the Department of Defense (DOD).
In a post on Truth Social, Trump wrote, "I am directing EVERY Federal Agency in the United States Government to IMMEDIATELY CEASE all use of Anthropic’s technology. We don’t need it, we don’t want it, and will not do business with them again!"
Anthropic is seeking to put guardrails in place that would prevent the DOD from using its models for the mass surveillance of Americans or to develop fully autonomous weapons. The DOD has pushed back, saying it should have access to Anthropic's technology for all lawful purposes.
In his post, Trump said there will be a six-month phase-down period for agencies such as the DOD that use Anthropic's products. He also threatened that if the company doesn't "get their act together, and be helpful" during the phase-out period, he will "use the Full Power of the Presidency to make them comply, with major civil and criminal consequences to follow."
Read the full story here. Featured
Thu, February 26, 2026 at 11:55 PM UTC
Daniel Howley
Anthropic says it won't agree to Pentagon's AI demands
Anthropic (ANTH.PVT) CEO Dario Amodei issued a statement Thursday evening, saying his company won't submit to the Department of Defense’s demands that it be allowed to use its AI technology as it sees fit, within the law.
The Defense Department and Secretary of Defense Pete Hegseth have threatened to force Anthropic to give the Pentagon full use of its models under the Defense Production Act — or, conversely, declare it a supply chain threat and force other Pentagon vendors who work with the AI company to stop using its software.
“These threats do not change our position: we cannot in good conscience accede to their request,” Amodei said in his statement.
Anthropic and the Pentagon have been in an ongoing standoff about how the DOD will use its Claude AI. The company says that while it already works with the Defense Department, including within the government's classified networks and by advocating for strong chip export controls to China, it wants assurances that the DOD will not use its models for the mass surveillance of Americans or for fully autonomous weapons.
Earlier Thursday, chief Pentagon spokesman Sean Parnell said the DOD had no desire to surveil Americans or develop fully autonomous weapons.
"This is a simple, common-sense request that will prevent Anthropic from jeopardizing critical military operations and potentially putting our warfighters at risk. We will not let ANY company dictate the terms regarding how we make operational decisions. They have until 5:01 PM ET on Friday to decide," Parnell wrote in a post on X.
In a separate statement, an Anthropic spokesperson said the DOD's latest contract language doesn't address the company's concerns.
"The contract language we received overnight from the Department of War made virtually no progress on preventing Claude's use for mass surveillance of Americans or in fully autonomous weapons," the spokesperson said.
"New language framed as compromise was paired with legalese that would allow those safeguards to be disregarded at will. Despite DOW's recent public statements, these narrow safeguards have been the crux of our negotiations for months."
30 mins ago
Jake Conley
Bloomberg: SpaceX considering confidential filing for IPO in March
SpaceX (SPAX.PVT) is looking at confidentially filing paperwork for an initial public offering as early as next month, according to Bloomberg.
The move to file with the SEC in March would keep Elon Musk's rocketry company on track for a June offering, ahead of other potential mega-IPOs this year from frontier AI developers OpenAI (OPAI.PVT) and Anthropic (ANTH.PVT).
After acquiring Musk's xAI company in February, SpaceX is now valued at $1.25 trillion. Through the IPO process, the company may look for a valuation of more than $1.75 trillion. Such an offering would immediately place SpaceX among the "Magnificent Seven" and other Big Tech giants as among the largest companies in the world.
The SpaceX IPO would raise as much as $50 billion, outstripping Saudi Aramco's record $29 billion IPO, according to Bloomberg.
In December, Bloomberg reported that SpaceX had told employees the company was entering the regulatory "quiet period" required ahead of a public offering, and that the IPO would be aimed at funding an “insane flight rate” for its developmental Starship rocket, a base on the moon, and data centers in space. Today at 4:01 PM UTC
Grace O'Donnell
Microsoft, OpenAI clarify that their partnership has not changed
Microsoft (MSFT) and OpenAI (OPAI.PVT) jointly reaffirmed that their partnership hasn't changed despite the ChatGPT maker's new agreement with Amazon (AMZN).
"The partnership remains strong and central," a statement on the Microsoft blog read. "Microsoft and OpenAI continue to work closely across research, engineering, and product development, building on years of deep collaboration and shared success."
The companies reasserted that their IP relationship, commercial and revenue-sharing relationship, and AGI processes remain unchanged.
Azure remains the exclusive cloud provider for stateless OpenAI APIs, Microsoft said, following Amazon's announcement on Friday that it will be the exclusive third-party cloud distribution provider for OpenAI Frontier.
The clarification was intended to reassure Microsoft shareholders and enterprise customers of the partnership as OpenAI's complicated web of investors and deals expands. Today at 3:13 PM UTC
Daniel Howley
OpenAI enters the Anthropic's showdown with the Pentagon
OpenAI is entering the fray. In a note to employees, CEO Sam Altman said the company is working toward establishing a contract with the Department of Defense that would give the DOD access to its AI models, according to The Wall Street Journal.
The catch? Altman says he wants to institute the same guardrails that have put the department and its rival Anthropic at loggerheads: no using models for mass surveillance of Americans and no using them to develop fully autonomous weapons.
The news comes just hours before a 5:01 p.m. ET deadline set by the DOD for Anthropic to agree to allow the Pentagon to use its models as it sees fit or face the consequences. The department has said it will either label Anthropic a supply chain threat, which would force vendors that work with the DOD to stop using its models, or institute the Defense Production Act, which would force Anthropic to give the Pentagon full access to its models.
Thursday evening, Anthropic CEO Dario Amodei wrote in a blog post that while the company is still working to negotiate with the DOD, he and his company "cannot in good conscience accede to their request." Today at 2:06 PM UTC
Grace O'Donnell
OpenAI announces $110 billion in new investments, partnership with Amazon
OpenAI (OPAI.PVT) said on Friday that it has received $110 billion in new investments, including $30 billion from SoftBank (SFTBY), $30 billion from Nvidia (NVDA), and $50 billion from Amazon (AMZN), to help scale its artificial intelligence products.
As part of the announcement, OpenAI and Amazon announced a strategic partnership to co-create a system for AWS customers to build generative AI applications and agents using OpenAI models. AWS will be the exclusive third-party cloud distribution provider for OpenAI Frontier, Amazon said in a statement.
OpenAI also expanded its partnership with Nvidia, receiving 3 gigawatts of dedicated inference capacity and 2 gigawatts of training on Vera Rubin systems. Nvidia and Amazon stocks fell in premarket trading.
The close of the fundraising round valued OpenAI at $730 billion pre-money, a good step up from the $500 billion valuation reported in October that demonstrates how high expectations have run for the AI startup's technology.
Markets have become jumpy in recent weeks as spending on AI technology has continued to ramp up, companies have entered complex webs of financing with one another, and competition among OpenAI, Anthropic, and Alphabet has increased. Today at 12:30 AM UTC
Bex Evans
CoreWeave slides as surging capex, backlog risks overshadow small revenue beat
CoreWeave (CRWV), an AI cloud-computing company that counts hyperscalers like Google parent Alphabet (GOOG, GOOGL) and Microsoft (MSFT) as both clients and competitors, saw its shares slump as much as 10% in after-hours trading after the company announced a slight earnings beat but predicted a massive jump in spending for 2026.
On an earnings call with analysts, CEO Michael Intrator said capital expenditures would increase from $15.4 billion in 2025 to at least $30 billion in 2026. The company also said that its net loss in the fourth quarter surged to $284 million from $36 million last year and noted issues with its revenue backlog.
From Reuters:
CoreWeave has fielded criticism for being part of a web of circular AI funding between companies like Nvidia (NVDA), Microsoft (MSFT), Alphabet (GOOG, GOOGL), and the still-private OpenAI (OPAI.PVT).
Read more here. Thu, February 26, 2026 at 9:36 PM UTC
Daniel Howley
Anthropic has until 5:01 p.m. ET Friday to answer Pentagon's AI demands
Anthropic's deadline to respond to the Pentagon's demands to allow it to use the company's AI model for "all lawful purposes" expires at 5:01 p.m. ET on Friday.
The AI firm and its CEO, Dario Amodei, have been locked in a standoff with the Pentagon about whether the company will continue to limit the Department of Defense's use of the model. Specifically, Anthropic is asking for assurances that the Pentagon won't use its technology to perform mass surveillance of Americans and produce autonomous weapons.
According to The New York Times, Defense Secretary Pete Hegseth has threatened to invoke the Defense Production Act to force Anthropic to allow the Defense Department to use the AI models as it sees fit. He's also threatened to label the company a supply chain risk, which would prevent the Pentagon from using the company's models.
Labeling Anthropic as a supply chain risk would force the Pentagon's various vendors to cut ties with the company.
In a post on X, chief Pentagon spokesperson Sean Parnell pushed back against Anthropic's demands.
"The Department of War has no interest in using AI to conduct mass surveillance of Americans (which is illegal) nor do we want to use AI to develop autonomous weapons that operate without human involvement."
Parnell claimed the assumption that the Pentagon will use Anthropic's tools for the mass surveillance of Americans or to develop autonomous weapons is a fake narrative "peddled by leftists in the media." Thu, February 26, 2026 at 8:39 PM UTC
Daniel Howley
Report: Smartphone shipments to see worst year-over-year drop ever on memory shortage
The global memory shortage is set to impact everything from consumer electronics to enterprise devices, and the smartphone industry, in particular, will face serious headwinds from the dearth of chips.
According to the International Data Corporation (IDC), the smartphone market will see its largest year-over-year decline ever in 2026, plummeting 13% to its lowest levels in a decade.
"What we are witnessing is not a temporary squeeze, but a tsunami-like shock originating in the memory supply chain, with ripple effects spreading across the entire consumer electronics industry,” Francisco Jeronimo, vice president of worldwide client devices at IDC, said in a statement.
“The global smartphone market, particularly Android manufacturers, faces a significant threat," he added.
Memory chips are a key component in data centers. But a small number of global manufacturers, including Micron (MU), Samsung (005930.KS), and SK Hynix (000660.KS), means there's only so many to go around. And because data center memory offers higher margins, chipmakers favor it over memory for consumer electronics.
The result: fewer available devices, higher prices, or degraded products with less memory. For consumer electronics companies, that translates to fewer sales. Thu, February 26, 2026 at 7:42 PM UTC
Grace O'Donnell
The AI spending boom is creating winners beyond the 'Mag 7.' Why one sector could see big gains.
Yahoo Finance's Francisco Velasquez reports:
Read the full story here. Thu, February 26, 2026 at 5:54 PM UTC
Grace O'Donnell
C3.ai slashes 26% of staff as CEO admits failure to deliver and 'burning too much money'
Yahoo Finance's Francisco Velasquez reports:
Read more here. Thu, February 26, 2026 at 2:53 PM UTC
Myles Udland
Apple CEO Tim Cook teases product unveil for next week with new MacBook, iPhone expected
Apple's next product rollout starts on Monday.
The company is expected to unveil new MacBooks, a new lower-cost iPhone, and potentially a new iPad Air, according to MacRumors.
Apple is not expected to livestream a rollout announcement like it typically does during its WWDC event, which is held in September and usually features the announcement of its latest iPhone lineup. Thu, February 26, 2026 at 1:23 PM UTC
Grace O'Donnell
Nvidia's CEO prepares investors for a renewed battle with Intel, AMD
Nvidia (NVDA) made a fortune on its specialized graphics processing units (GPUs) used to power artificial intelligence servers. But on the earnings call Wednesday, CEO Jensen Huang said he's ready to push ahead into making the CPUs, or central processing units, that Intel (INTC) and AMD (AMD) are known for.
Reuters reports:
Read more here. Wed, February 25, 2026 at 10:41 PM UTC
Grace O'Donnell
Meta, Microsoft, and Amazon stocks move lower as Jensen Huang says he's 'confident' in their cash flow growth
Meta (META), Microsoft (MSFT), and Amazon (AMZN) ticked modestly lower in the wake of Nvidia's earnings report, even as Nvidia CEO Jensen Huang expressed his vote of confidence in their future cash flows and, therefore, capex spending.
The three hyperscalers moved between 0.1% and 0.4% lower in extended trading, while Nvidia stock pared initial gains during the earnings call to rise 0.5%.
"I am confident in their cash flow growing," Huang said of the hyperscalers on the earnings call. "The reason for that is very simple: We have now seen the inflection of agentic AI and the usefulness of agents across the world and enterprises everywhere. You're seeing incredible compute demand because of it in this new world of AI. ... In this new world of AI, compute equals revenues."
Other chipmakers, including Intel (INTC) and AMD (AMD), also moved lower in extended trading. Wed, February 25, 2026 at 9:55 PM UTC
Myles Udland
Hyperscalers accounted for more than 50% of Nvidia's data center sales in Q4
Big Tech giants can't get enough of Nvidia's chips.
Nvidia (NVDA) on Wednesday reported fourth quarter results that topped forecasts and signaled demand for its most advanced chips remains insatiable.
And a growing portion of that demand is coming from the so-called hyperscalers like Microsoft, Amazon, and Meta, who now account for more than half of the company's sales in its data center segment.
"Data Center revenue for the fourth quarter was a record $62.3 billion, up 75% from a year ago and up 22% sequentially, driven by the major platform shifts – accelerated computing and AI," Nvidia CFO Colette Kress said in a statement.
"For the fourth quarter, hyperscaler revenue increased and remained our largest customer category at slightly over 50% of Data Center revenue, while growth was led by the rest of our Data Center customers as revenue diversified."
The last time the company specified was portion of its data center sales were to these customers, the company said it was "approximately" 50%.
And while these are small percentage moves, the dollars at this scale are notable, and the increasing portion of sales going to these customers shows where these companies' massive capex plans show up. Wed, February 25, 2026 at 9:54 PM UTC
Grace O'Donnell
Nvidia earnings beat, guidance sends stock higher after hours
Nvidia (NVDA) earnings and revenue both topped Wall Street estimates, sending the stock higher in after-hours trading.
The company also offered Q1 guidance between $76.44 billion and $79.56 billion, above Wall Street's estimates of $72.8 billion without factoring in revenue from China.
Read the full earnings breakdown here > Wed, February 25, 2026 at 9:31 PM UTC
Grace O'Donnell
Nvidia earnings slam into market with no patience for AI hiccups
Nvidia stock (NVDA) climbed 1.4% on Wednesday as investors eagerly awaited (or braced for) the AI giant's fourth quarter report.
While Nvidia is widely expected to clear expectations, markets have been jumpy around artificial intelligence lately, making the report critical for sentiment across a host of other AI companies and the broader market.
Bloomberg reports:
Read more here. Wed, February 25, 2026 at 7:23 PM UTC
Grace O'Donnell
Samsung's new Galaxy S26 smartphone lineup goes big on AI as Apple works to catch up
Samsung's (005930.KS) latest line of Galaxy S26 smartphones features a variety of new AI features as the company seeks to expand its lead in artificial intelligence over Apple (AAPL).
Yahoo Finance's Daniel Howley reports:
Read more here. Wed, February 25, 2026 at 4:37 PM UTC
Grace O'Donnell
Trump lays out a new ground rule for Big Tech's AI build-out: Bring your own power
Yahoo Finance's Jake Conley reports:
Read more here. Wed, February 25, 2026 at 2:03 PM UTC
Grace O'Donnell
Anthropic drops hallmark safety pledge in race with AI peers
Bloomberg reports:
Read more here.
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