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Titel |
Bewertung |
| 26.02.26 01:31:03 |
Ross Gerber weist auf die 23,6 Milliarden Dollar teuren Aktienrückkäufe von Meta hin und warnt TSLA-Aktionäre vor Stock-Compensation. |
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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 approximately 450 words, followed by a German translation:
**Summary**
Investor Ross Gerber, through his firm Gerber Kawasaki, has issued a critical warning to Tesla (TSLA) shareholders regarding the significant costs associated with stock-based employee compensation, drawing a direct comparison to Meta Platforms’ (META) aggressive share buyback program. Gerber’s concern centers on the potential dilution of shareholder value caused by the increasing number of shares issued to employees and executives.
Gerber highlighted Meta’s substantial investment of nearly $23.6 billion in share buybacks, ostensibly designed to counter the dilution effect of increasing shares outstanding. He argues that Tesla shareholders should be equally mindful of this dynamic. Tesla, according to a report from Electrek, has reserved an impressive 60 million shares for employee compensation and a staggering 208 million for CEO Elon Musk, potentially leading to substantial dilution.
Musk's compensation package, valued at a trillion dollars and widely criticized, amplifies Gerber’s concerns. If Musk achieves all outlined milestones – including 10 million active FSD subscriptions, 20 million vehicle deliveries, 1 million Optimus bots, and 1 million Robotaxis – he could amass over 423 million shares, adding significantly to the already reported 206 million share reserve. As of December 30, 2025, Musk already owns over 519 million shares, while Tesla has over 3.7 billion outstanding shares.
The compensation package relies on performance-based milestones, and success in these areas would dramatically increase Musk’s ownership stake, exacerbating the risk of dilution. Gerber estimates this could result in nearly $275 million in daily dilution if all milestones are met.
Gerber's argument underscores a fundamental principle of stock valuation: share buybacks reduce the number of shares outstanding, theoretically increasing the value of remaining shares. However, when stock-based compensation is rampant, the opposite can occur – dilution increases the supply of shares, potentially diminishing the value of each individual share.
The article concludes by referencing Benzinga’s stock analysis reports for both Apple (AAPL) and Tesla (TSLA), and encourages readers to explore investment opportunities.
**German Translation**
**Zusammenfassung**
Der Investor Ross Gerber von Gerber Kawasaki hat Tesla Inc. (TSLA)-Aktionären eine Warnung vor den potenziellen Folgen von Mitarbeitervergütung auf Aktienbasis ausgesprochen, und zieht Parallelen zum Share-Buyback-Programm von Meta Platforms Inc. (META). Gerbers Besorgnis konzentriert sich auf die potenziellen Wertverluste für Aktionäre, die durch die Ausgabe immer mehr Aktien aufgrund von Mitarbeiter- und Führungskompensationen entstehen können.
Gerber betonte, dass Meta fast 23,6 Milliarden Dollar in Share-Buybacks investiert hat, um die Dilution-Wirkung zu kompensieren. Er argumentiert, dass Tesla-Aktionäre dieser Dynamik genauso aufmerksam sein sollten. Tesla hat, laut einem Bericht von Electrek, rund 60 Millionen Aktien für Mitarbeitervergütung und eine erstaunliche 208 Millionen Aktien für CEO Elon Musk reserviert, was potenziell zu erheblicher Dilution führen könnte.
Musks Entschädigungspaket, im Wert von einer Trillion Dollar und weithin kritisiert, verstärkt Gerbers Bedenken. Wenn Musk alle festgelegten Meilensteine erreicht – darunter 10 Millionen aktive FSD-Abonnements, 20 Millionen Fahrzeuglieferungen, 1 Million Optimus-Bots und 1 Million Robotaxis – könnte er über 423 Millionen Aktien besitzen, was seinen Anteil erheblich erhöhen würde. Stand zum 30. Dezember 2025 besitzt Musk bereits über 519 Millionen Aktien, während Tesla über 3,7 Milliarden ausgegebene Aktien hat.
Das Entschädigungspaket basiert auf leistungsbezogenen Meilensteinen, und der Erfolg bei diesen Zielen würde Musks Eigentumsanteil dramatisch erhöhen und das Risiko der Dilution verstärken. Gerber schätzt, dass dies täglich fast 275 Millionen Dollar an Dilution verursachen könnte, wenn alle Meilensteine erreicht werden.
Gerbers Argument unterstreicht ein grundlegendes Prinzip der Aktienbewertung: Share-Buybacks reduzieren die Anzahl der Aktien im Umlauf, was theoretisch den Wert der verbleibenden Aktien erhöht. Wenn die Aktienbasierte Vergütung jedoch weit verbreitet ist, kann das Gegenteil passieren – Dilution erhöht das Angebot von Aktien und kann den Wert jeder einzelnen Aktie verringern.
Der Artikel schließt mit der Referenz auf Benzinga’s Aktienanalysen für Apple (AAPL) und Tesla (TSLA) und ermutigt die Leser, Anlagechancen zu erkunden. |
| 26.02.26 00:37:00 |
3 Millionaire-Maker Stocks to Hold for the Next 10 Years |
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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** | Key Points
Nvidia's chips remain the hottest commodity of the artificial intelligence (AI) buildout. Micron's memory storage solutions are gaining traction, spotlighting the company's low valuation. Amazon stock hasn't performed well lately, but attractive fundamentals earned it a $300 price target from Morgan Stanley. 10 stocks we like better than Nvidia ›
The tech sector has produced tremendous long-term returns that often outperform the broader market. For instance, the S&P 500(SNPINDEX: ^GSPC) is up by 81% over the past five years, while the State Street Technology Select Sector SPDR ETF(NYSEMKT: XLK) is up by 116% during the same stretch.
That's why many of the millionaire-maker stocks are tech picks, including these three giants. All three are posting tremendous revenue growth amid artificial intelligence (AI) tailwinds.
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 »
Nvidia is the foundation of the AI boom
Image source: Getty Images.
Most investors know about Nvidia's (NASDAQ: NVDA) AI chips. These semiconductors are essentially the batteries for AI innovation. Without AI chips like the ones Nvidia provides, AI apps can't function.
Nvidia specializes in GPUs, which are chips designed to handle a wide range of tasks. Other chips are custom made to meet a specific customer's needs, but Nvidia's chips can handle the majority of tasks and act as the foundational piece for many tech giants.
The chipmaker serves every big tech company, and its customers are begging Nvidia to take their money. This type of demand gives Nvidia a real shot at becoming the world's most profitable publicly traded company. Its $31.9 billion net income is up by 65% year over year and puts it a little more than $10 billion behind Apple.
Nvidia has invested in its future and will release its new Vera Rubin chip in the second half of 2026. That chip is superior to the current Blackwell model and can further accelerate Nvidia's revenue growth rates. Even with this upcoming chip and all the investments into R&D, Nvidia still managed to return $37 billion to shareholders via stock buybacks and dividends in the first nine months of fiscal 2026.
Micron's memory storage solutions assist AI chipmakers
Nvidia isn't the only company to ride AI tailwinds. Companies like Micron(NASDAQ: MU) provide critical components that make AI infrastructure scalable. Micron fulfills its role with memory storage solutions that allow AI chips to perform at optimal levels.
Solving this big problem has translated into higher margins and enticing sales growth. It's gotten to the point where Micron has exited the consumer segment to focus solely on AI infrastructure.
Micron's Q1 FY26 results highlight why this is a good decision. Revenue was up by 57% year over year, and the company's outlook suggests revenue acceleration and rising profits in future quarters. 2026 may be a watershed year for Micron, and that's coming off a nearly 350% return over the past year.
The stock only trades at a 0.18 PEG ratio, which is absurdly low. A PEG ratio of 1 is often viewed as fairly valued, while anything below that is typically considered undervalued, with the caveat that PEG calculation relies on forward-looking analyst estimates. Micron has a much lower valuation than most tech companies despite delivering exceptional growth rates.
Amazon is due for a rally
Although Nvidia and Micron have rallied on their strong results, that hasn't been the case for Amazon(NASDAQ: AMZN), which is flat over the past year and only up by 36% over the past five years. There's nothing magnificent about those returns, but the tech conglomerate looks due for a resurgence.
Amazon's online marketplace turned it into a household name, but Amazon Web Services and online advertising are two vital growth segments gaining market share. Its Trainium chips are a new part of the business with an annual revenue run rate of over $10 billion and year-over-year growth of more than 100%.
Overall sales increased by 14% year over year in Q4 2025, and its cloud segment delivered 24% growth. Net income inched up by 6% year over year as well.
Those results make it hard to justify Amazon's 7% year-to-date drop. The valuation isn't even an issue, since the stock currently trades at a 34 P/E ratio.
Smart money notices the mismatch between Amazon's growing fundamentals and the recent stock price action. Morgan Stanley recently hiked its Amazon price target to $300, compared to a current price of roughly $210 per share. The financial firm also believes Amazon Web Services' growth will accelerate to 30% year over year later in 2026.
These might be some of the last months to get Amazon stock before it rallies, gains momentum, and becomes more attractive to mainstream investors.
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Marc Guberti has positions in Apple. The Motley Fool has positions in and recommends Amazon, Apple, Micron Technology, and Nvidia. 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. |
| 25.02.26 23:30:18 |
Elon Musk Calls Anthropic Guilty Of Stealing AI Training Data At 'Massive Scale' After Amazon-Backed Company Accuses Chinese Rivals Of Copying |
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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** | On Monday, xAI CEO Elon Musk escalated his feud after Amazon.com, Inc. (NASDAQ:AMZN)-backed Anthropic accused Chinese firms like DeepSeek of copying its Claude model.
Anthropic Alleges ‘Industrial-Scale' AI Distillation
Anthropic said that Chinese AI companies, including DeepSeek, Moonshot AI and MiniMax, orchestrated what it described as "industrial-scale" distillation attacks on its Claude model.
We've identified industrial-scale distillation attacks on our models by DeepSeek, Moonshot AI, and MiniMax.
These labs created over 24,000 fraudulent accounts and generated over 16 million exchanges with Claude, extracting its capabilities to train and improve their own models.
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In a blog post, the company alleged the labs created more than 24,000 fraudulent accounts and generated over 16 million interactions with Claude to extract its capabilities.
Distillation — a common AI technique where smaller models are trained on the outputs of stronger ones — is legitimate when used internally, Anthropic said, but can be abused to replicate advanced systems "in a fraction of the time, at a fraction of the cost."
The company warned that such activity raises national security risks, arguing that distilled models may lack safeguards designed to prevent cybercrime or military misuse.
It also said large-scale distillation strengthens the case for U.S. chip export controls.
These attacks are growing in intensity and sophistication. Addressing them will require rapid, coordinated action among industry players, policymakers, and the broader AI community.
Read more: https://t.co/4SVm8K3qou
Trending: Own the Characters, Not Just the Content: Inside a Fast-Growing Pre-IPO IP Company
Musk Fires Back Over Copyright And Training Data
Musk reacted on X, saying, "Anthropic is guilty of stealing training data at massive scale and has had to pay multi-billion dollar settlements for their theft. This is just a fact."
Anthropic is guilty of stealing training data at massive scale and has had to pay multi-billion dollar settlements for their theft. This is just a fact. https://t.co/EEtdsJQ1Op
Anthropic did not immediately respond to Benzinga’s request for comments.
Last year, Anthropic agreed to a reported $1.5 billion settlement in a copyright dispute involving books used to train its models.
Story Continues
Earlier this month, Musk also criticized Anthropic over alleged bias and misanthropy after the company unveiled a $30 billion funding round that reportedly lifted its valuation to $380 billion.
See Also: 1.5 Million Users Are Already Working Inside This AI Platform — Investors Can Still Get In
Pentagon Turns To xAI As Claude Faces Scrutiny: Report
On Monday, an Axios report indicated that Musk's AI venture xAI has entered into an agreement permitting the U.S. military to deploy its Grok model within classified systems.
Until now, Anthropic's Claude has been the only AI model approved for use in the military's most sensitive systems, including intelligence analysis, weapons development and battlefield operations.
However, the Pentagon is reportedly in a dispute with Anthropic over safety safeguards and may be considering an alternative provider.
Amazon is showing a negative price trend across the short, medium and long term, along with a weak Momentum ranking, according toBenzinga's Edge Stock Rankings.
Read Next: Invest Like Hollywood's Elite: Own a Stake in Valley Wellness' Luxury Behavioral Health Retreat
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This article Elon Musk Calls Anthropic Guilty Of Stealing AI Training Data At 'Massive Scale' After Amazon-Backed Company Accuses Chinese Rivals Of Copying originally appeared on Benzinga.com
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| 25.02.26 23:15:03 |
RH-Aktie fällt, Markt steigt – Was man wissen muss vor dem Handel. |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Bayer AG NA** | Okay, here’s a summary of the text in under 450 words, followed by the German translation:
**Summary (English)**
RH (RH), a furniture and housewares company, experienced a negative trading day, closing at $184.01, down 3.36% from the previous day. This underperformance contrasts with broader market gains: the S&P 500 rose 0.81%, the Dow increased by 0.63%, and the Nasdaq jumped 1.26%.
However, RH’s recent struggles are more significant. Over the last month, the stock has dropped 9.25%, lagging behind gains in the Consumer Staples sector (9.51%) and the overall S&P 500 (0.25%).
Investors are keenly awaiting RH’s upcoming earnings release, anticipating $2.24 per share in earnings, representing a year-over-year growth of 41.77%. Revenue is projected at $873.05 million, marking a 7.46% increase compared to the previous quarter. Looking further ahead, the Zacks Consensus Estimates project full-year earnings of $7 per share and revenue of $3.47 billion, indicating substantial growth of 29.87% and 9.09% respectively.
Analysts are closely monitoring revisions to earnings estimates. Positive revisions generally signal improved business prospects and influence stock movement. This is where the Zacks Rank system comes into play. Created to leverage these estimates, the Rank provides a functional rating system from #1 (Strong Buy) to #5 (Strong Sell). Historically, #1 ranked stocks have yielded an average annual return of +25% since 1988.
Currently, RH holds a Zacks Rank of #3 (Hold). Valuation metrics further contribute to the analysis. RH’s Forward P/E ratio is 18.77, lower than the industry average of 20.82, suggesting a slight undervaluation. The PEG ratio of 0.8 is also favorable, aligning with a lower industry average. Furthermore, the company operates within the Consumer Products - Staples industry, which has a Zacks Industry Rank of 88, placing it within the top 36% of all industries.
**German Translation**
**Zusammenfassung**
RH (RH), ein Hersteller von Möbeln und Haushaltswaren, verzeichnete eine negative Handelssitzung, die bei 184,01 USD schloss – ein Rückgang von 3,36 % gegenüber dem Schlusskurs des Vortages. Diese Unterperformance steht im Gegensatz zu den allgemeinen Marktgewinnen: der S&P 500 stieg um 0,81 %, der Dow um 0,63 % und der Nasdaq um 1,26 %.
Dennoch sind RH:s jüngste Schwierigkeiten bedeutender. Innerhalb des letzten Monats ist der Aktienkurs um 9,25 % gefallen und liegt hinter den Gewinnen im Consumer Staples-Sektor (9,51 %) und der gesamten S&P 500 (0,25 %).
Investoren sind besonders an der bevorstehenden Gewinnmitteilung von RH interessiert und erwarten $2,24 pro Aktie, was ein Jahr-zu-Jahr-Wachstum von 41,77 % darstellt. Der Umsatz wird mit 873,05 Millionen USD prognostiziert, was einem Anstieg von 7,46 % gegenüber dem Vorquartal entspricht. Ausblickend zeigen die Zacks Consensus Estimates für das Gesamtjahr einen Gewinn von 7 USD pro Aktie und einen Umsatz von 3,47 Milliarden USD, was einem Wachstum von 29,87 % bzw. 9,09 % entspricht.
Analysten beobachten die Anpassungen der Gewinnprognosen genau. Positive Revisionen deuten in der Regel auf bessere Geschäftsaussichten hin und beeinflussen die Aktienbewegung. Hier kommt das Zacks Rank-System ins Spiel. Dieses System bietet eine funktionsfähige Bewertung von #1 (Kaufen) bis #5 (Verkaufen) und hat historisch gesehen Aktien mit #1 bewertet ein durchschnittliches jährliches Gewinnpotenzial von +25 % seit 1988 erzielt.
Derzeit hält RH den Zacks Rank von #3 (Halten). Die Bewertungsmetriken tragen ebenfalls zur Analyse bei. RHs Forward P/E-Verhältnis beträgt 18,77, was niedriger ist als der Branchendurchschnitt von 20,82, was eine leichte Unterbewertung anzeigt. Das PEG-Verhältnis von 0,8 ist ebenfalls günstig und entspricht dem niedrigeren Branchendurchschnitt. Das Unternehmen ist zudem im Consumer Products - Staples-Sektor tätig, der einen Zacks Industry Rank von 88 aufweist und sich in den Top 36 % aller Branchen befindet.
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| 25.02.26 23:15:02 |
Ero Copper Corp. übertrifft die Marktwerte: Einige 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 (English)**
Ero Copper Corp. (ERO) experienced a positive trading day, closing at $34.37, a 2.63% increase from the previous day. This outperformed the broader market, with the S&P 500, Dow, and Nasdaq all posting gains. However, Ero Copper’s stock has lagged recently, declining 5.34% over the past month, underperforming both the Basic Materials sector and the S&P 500.
The company’s upcoming earnings report on March 5, 2026, is generating significant investor interest. Preliminary estimates predict a substantial increase in earnings per share (EPS) – a projected 523.53% growth compared to the previous year, reaching $1.06. Revenue is also expected to surge by 139.59%, reaching $293.5 million. For the full year, Zacks Consensus Estimates project earnings of $2.17 per share and revenue of $780.3 million, representing growth of 178.21% and 65.95%, respectively.
Analysts are closely monitoring revisions to estimates, which often signal shifts in near-term business trends. Upward revisions generally indicate positive sentiment about the company’s profitability.
The text introduces the "Zacks Rank" system, an exclusive model that analyzes these estimate changes to provide an operational rating for stocks, ranging from Strong Buy (#1) to Strong Sell (#5). The Zacks Rank has a proven track record of outperformance. Currently, Ero Copper Corp. has a Zacks Rank of #3 (Hold).
Valuation-wise, Ero Copper is trading at a Forward P/E ratio of 7.82, considerably lower than the industry average of 31.24. The Mining - Non Ferrous industry, where Ero Copper operates, ranks relatively low (150th out of 250) within the Zacks Industry Rank system, suggesting lower overall performance compared to top-ranked industries.
**German Translation**
**Zusammenfassung**
Ero Copper Corp. (ERO) verzeichnete eine positive Handelssitzung, schloss bei 34,37 Dollar, was einem Anstieg von 2,63 % gegenüber dem Vortag entspricht. Dies übertraf den breiteren Markt, wobei der S&P 500, der Dow und der Nasdaq ebenfalls Gewinne erzielten. Allerdings hat der Aktienkurs von Ero Copper zuletzt nachgelassen und ist im letzten Monat um 5,34 % gesunken, unterperformte sowohl den Rohstoffsektor als auch den S&P 500.
Der bevorstehende Bericht zur Gewinnmitteilung am 5. März 2026 erzeugt großes Interesse bei Investoren. Vorläufige Schätzungen prognostizieren ein beträchtliches Wachstum des Gewinns pro Aktie (EPS) – ein prognostizierter Anstieg von 523,53 % gegenüber dem Vorjahr, der 1,06 Dollar erreicht. Der Umsatz wird ebenfalls um 139,59 % steigen und 293,5 Millionen Dollar erreichen. Für das gesamte Jahr prognostizieren die Zacks Consensus Estimates einen Gewinn von 2,17 Dollar pro Aktie und einen Umsatz von 780,3 Millionen Dollar, was einem Wachstum von 178,21 % bzw. 65,95 % entspricht.
Analysten beobachten die Revisionen der Schätzungen genau, die oft Veränderungen in kurzfristigen Geschäftstrends signalisieren. Aufwärtsgerichtete Revisionen deuten in der Regel positive Stimmung über die Rentabilität des Unternehmens an.
Der Text führt das System "Zacks Rank" ein, ein exklusives Modell, das diese Schätzungsänderungen analysiert, um für Aktien eine operative Bewertung zu erstellen, die von "Strong Buy" (#1) bis "Strong Sell" (#5) reicht. Der Zacks Rank hat eine nachgewiesene Erfolgsbilanz bei der Outperformance. Derzeit hat Ero Copper Corp. einen Zacks Rank von #3 (Hold).
Was den Bewertungswert betrifft, so wird Ero Copper mit einem Forward P/E-Verhältnis von 7,82 gehandelt, deutlich niedriger als der Branchenmittelwert von 31,24. Die Mining - Non Ferrous Industrie, in der Ero Copper tätig ist, rangiert relativ niedrig (150. Platz von 250) im Zacks Industry Rank-System, was auf eine geringere Gesamtperformance im Vergleich zu top-bewerteten Industrien hindeutet. |
| 25.02.26 23:15:02 |
M-tron Industries – was geht da? Was muss man wissen?\n |
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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 (English)**
M-tron Industries, Inc. (MPTI) experienced a strong trading day, closing at $67.42, a 2.9% increase driven by positive market sentiment. This outperformed key benchmarks – the S&P 500 (0.81%) and the Dow (0.63%) – and the Nasdaq (1.26%). Over the past month, MPTI shares have risen by 5.25%, significantly outperforming the Construction sector’s 8.81% gain and the S&P 500's decline of 0.25%.
The company’s upcoming financial results are attracting significant attention. Analysts predict a lower Earnings Per Share (EPS) of $0.64, down 12.33% from the prior year’s quarter. Revenue is projected to reach $14 million, representing a 9.29% increase year-over-year. For the full year, the Zacks Consensus Estimates project $2.36 per share in earnings and $54.05 million in revenue, with expected declines of 10.94% and increases of 10.28%, respectively.
Recent analyst revisions are also noteworthy. Positive revisions, reflecting current business trends, often signal optimism about a company's prospects. This information is central to the Zacks Rank system. The Zacks Rank, a proprietary model, utilizes these estimate changes to provide a rating system from #1 (Strong Buy) to #5 (Strong Sell). Historically, #1 ranked stocks have delivered an average annual return of +25% since 1988. Currently, MPTI has a Zacks Rank of #3 (Hold).
Valuation metrics indicate MPTI trades at a Forward P/E ratio of 24.27, slightly below the industry average of 25.03. A PEG ratio of 0.87 further assesses growth potential, compared to an industry average of 1.73. The company operates within the Engineering – R and D Services industry, which currently holds a Zacks Industry Rank of 53, placing it within the top 22% of all industries. This rank measures the strength of the industry based on the average Zacks Rank of its constituent stocks.
**German Translation**
**Zusammenfassung**
M-tron Industries, Inc. (MPTI) verzeichnete eine starke Handelssession, wobei der Schlusskurs bei 67,42 US-Dollar ein Anstieg von 2,9 % gegenüber dem Vortag war. Dieser Anstieg übertraf die Tagesgewinne des S&P 500 (0,81 %) und des Dow (0,63 %) sowie des Technologie-lastigen Nasdaq (1,26 %). Im letzten Monat sind MPTI-Aktien um 5,25 % gestiegen, was deutlich besser war als der Anstieg der Bauindustrie um 8,81 % und der S&P 500 mit einem Rückgang von 0,25 %.
Die bevorstehenden Finanzergebnisse des Unternehmens werden sorgfältig geprüft. Analysten prognostizieren einen geringeren Gewinn pro Aktie (EPS) von 0,64 US-Dollar, was einem Rückgang von 12,33 % gegenüber dem entsprechenden Quartal des Vorjahres entspricht. Der Umsatz wird voraussichtlich 14 Millionen US-Dollar betragen, was einem Anstieg von 9,29 % im Vergleich zum Vorjahr entspricht. Für das Gesamtjahr prognostizieren die Zacks Consensus Estimates 2,36 US-Dollar pro Aktie und 54,05 Millionen US-Dollar Umsatz, mit erwarteten Rückgängen von 10,94 % und Anstiegen von 10,28 % bzw.
Aktuelle Analystenüberprüfungen sind ebenfalls bemerkenswert. Positive Überprüfungen, die die aktuellen Geschäftsbedingungen widerspiegeln, signalisieren oft Optimismus hinsichtlich der Aussichten eines Unternehmens. Diese Informationen sind zentral für das Zacks-Ranking-System. Das Zacks-Ranking, ein proprietäres Modell, nutzt diese Schätzungsänderungen, um ein Ratingsystem von #1 (Kaufen) bis #5 (Verkaufen) zu erstellen. Historisch gesehen haben #1 bewertete Aktien seit 1988 einen durchschnittlichen jährlichen Ertrag von +25 % erzielt. Derzeit hat MPTI einen Zacks-Rang von #3 (Halten).
Bewertungsmetriken zeigen, dass MPTI mit einem Forward P/E-Verhältnis von 24,27 gehandelt wird, was leicht unter dem Branchenmittel von 25,03 liegt. Ein PEG-Verhältnis von 0,87 bewertet zusätzlich das Wachstumspotenzial im Vergleich zu einem Branchenmittel von 1,73. Das Unternehmen ist in der Industrie für Engineering – R und D Services tätig, die derzeit einen Zacks Industry Rank von 53 aufweist, was bedeutet, dass sie sich im oberen 22 % aller Industrien befindet. Dieser Rang misst die Stärke der Branche auf der Grundlage des durchschnittlichen Zacks-Rankings ihrer konstituierenden Aktien.
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| 25.02.26 23:15:02 |
M-tron Industries – was geht da? Was muss man wissen?\n |
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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 (English)**
M-tron Industries, Inc. (MPTI) experienced a strong trading day, closing at $67.42, a 2.9% increase driven by positive market sentiment. This outperformed key benchmarks – the S&P 500 (0.81%) and the Dow (0.63%) – and the Nasdaq (1.26%). Over the past month, MPTI shares have risen by 5.25%, significantly outperforming the Construction sector’s 8.81% gain and the S&P 500's decline of 0.25%.
The company’s upcoming financial results are attracting significant attention. Analysts predict a lower Earnings Per Share (EPS) of $0.64, down 12.33% from the prior year’s quarter. Revenue is projected to reach $14 million, representing a 9.29% increase year-over-year. For the full year, the Zacks Consensus Estimates project $2.36 per share in earnings and $54.05 million in revenue, with expected declines of 10.94% and increases of 10.28%, respectively.
Recent analyst revisions are also noteworthy. Positive revisions, reflecting current business trends, often signal optimism about a company's prospects. This information is central to the Zacks Rank system. The Zacks Rank, a proprietary model, utilizes these estimate changes to provide a rating system from #1 (Strong Buy) to #5 (Strong Sell). Historically, #1 ranked stocks have delivered an average annual return of +25% since 1988. Currently, MPTI has a Zacks Rank of #3 (Hold).
Valuation metrics indicate MPTI trades at a Forward P/E ratio of 24.27, slightly below the industry average of 25.03. A PEG ratio of 0.87 further assesses growth potential, compared to an industry average of 1.73. The company operates within the Engineering – R and D Services industry, which currently holds a Zacks Industry Rank of 53, placing it within the top 22% of all industries. This rank measures the strength of the industry based on the average Zacks Rank of its constituent stocks.
**German Translation**
**Zusammenfassung**
M-tron Industries, Inc. (MPTI) verzeichnete eine starke Handelssession, wobei der Schlusskurs bei 67,42 US-Dollar ein Anstieg von 2,9 % gegenüber dem Vortag war. Dieser Anstieg übertraf die Tagesgewinne des S&P 500 (0,81 %) und des Dow (0,63 %) sowie des Technologie-lastigen Nasdaq (1,26 %). Im letzten Monat sind MPTI-Aktien um 5,25 % gestiegen, was deutlich besser war als der Anstieg der Bauindustrie um 8,81 % und der S&P 500 mit einem Rückgang von 0,25 %.
Die bevorstehenden Finanzergebnisse des Unternehmens werden sorgfältig geprüft. Analysten prognostizieren einen geringeren Gewinn pro Aktie (EPS) von 0,64 US-Dollar, was einem Rückgang von 12,33 % gegenüber dem entsprechenden Quartal des Vorjahres entspricht. Der Umsatz wird voraussichtlich 14 Millionen US-Dollar betragen, was einem Anstieg von 9,29 % im Vergleich zum Vorjahr entspricht. Für das Gesamtjahr prognostizieren die Zacks Consensus Estimates 2,36 US-Dollar pro Aktie und 54,05 Millionen US-Dollar Umsatz, mit erwarteten Rückgängen von 10,94 % und Anstiegen von 10,28 % bzw.
Aktuelle Analystenüberprüfungen sind ebenfalls bemerkenswert. Positive Überprüfungen, die die aktuellen Geschäftsbedingungen widerspiegeln, signalisieren oft Optimismus hinsichtlich der Aussichten eines Unternehmens. Diese Informationen sind zentral für das Zacks-Ranking-System. Das Zacks-Ranking, ein proprietäres Modell, nutzt diese Schätzungsänderungen, um ein Ratingsystem von #1 (Kaufen) bis #5 (Verkaufen) zu erstellen. Historisch gesehen haben #1 bewertete Aktien seit 1988 einen durchschnittlichen jährlichen Ertrag von +25 % erzielt. Derzeit hat MPTI einen Zacks-Rang von #3 (Halten).
Bewertungsmetriken zeigen, dass MPTI mit einem Forward P/E-Verhältnis von 24,27 gehandelt wird, was leicht unter dem Branchenmittel von 25,03 liegt. Ein PEG-Verhältnis von 0,87 bewertet zusätzlich das Wachstumspotenzial im Vergleich zu einem Branchenmittel von 1,73. Das Unternehmen ist in der Industrie für Engineering – R und D Services tätig, die derzeit einen Zacks Industry Rank von 53 aufweist, was bedeutet, dass sie sich im oberen 22 % aller Industrien befindet. Dieser Rang misst die Stärke der Branche auf der Grundlage des durchschnittlichen Zacks-Rankings ihrer konstituierenden Aktien.
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| 25.02.26 23:11:35 |
Nvidia smashes forecasts with record quarter as AI boom rolls on |
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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** | Founded in 1993 by Jensen Huang, the Santa Clara, California-based company is the world's most valuable publicly traded company (Lionel BONAVENTURE)·Lionel BONAVENTURE/AFP/AFP
Nvidia on Wednesday reported blockbuster quarterly results that blew past Wall Street expectations, posting record revenue of $68.1 billion as insatiable demand for its artificial intelligence chips showed no sign of cooling.
The figures -- up 73 percent from a year ago and well above the $65.7 billion analysts had forecast -- sent a powerful signal that the technology buildout dominated by Nvidia that underpins the global AI boom remains in full swing.
Net income for the quarter more than doubled year-on-year to $42.96 billion; the earnings release sent shares surging five percent in after-hours trading.
Nvidia designs the graphics processing units (GPUs) that have become the backbone of the global artificial intelligence boom.
Founded in 1993 by Jensen Huang, who remains CEO, the Santa Clara, California-based company commands a market capitalization exceeding $4.7 trillion, making it the world's most valuable publicly traded company.
Combined capital expenditure from the four major AI builders -- Google, Amazon, Meta and Microsoft -- could approach $700 billion this year as the tech giants race to stay ahead in the crucial technology.
A large share of that spending lands at Nvidia, which remains the dominant supplier of the AI chips and technology used to train and deliver generative AI capability.
Huang said the AI industry had reached a decisive turning point driven by the rise of so-called agentic AI — systems that can take decisions and act autonomously on behalf of humans.
"We have now seen the inflection of agentic AI and the usefulness of agents across the world," he said, adding that enterprises everywhere were seeing "incredible" demand because of it.
- 'Gone to AI' -
He pointed to the rapid adoption of AI coding and productivity tools — including Anthropic's Claude and OpenAI's Codex — as evidence that AI was now delivering tangible returns for both customers and cloud providers.
Speaking to analysts, he warned that the traditional software industry was being fundamentally transformed by this adoption, an argument that has seen shares in enterprise software companies spiral lower in recent sessions on Wall Street.
"What used to be software running on computers has now gone into AI," he said, "and that translates directly to growth, and that translates directly to revenues" for companies deploying AI solutions.
The company's data center division, which sells the high-powered chips used to train and run AI models, was once again the engine of growth.
Story Continues
Revenue from that segment hit a record $62.3 billion in the quarter, up 75 percent from a year earlier and up 22 percent from the prior quarter.
For the full fiscal year ending January 25, 2026, Nvidia reported revenue of $215.9 billion, up 65 percent from the previous year, with data center revenue reaching $193.7 billion -- a 68 percent annual gain.
Perhaps more significant for investors was Nvidia's guidance for the current quarter.
The company said it is not assuming any data center computing revenue from China in its outlook, an acknowledgement of the ongoing impact of US export controls on its ability to sell advanced chips to the world's second-largest economy.
Even if the US government has greenlit exports of "small amounts" of lower powered chips to China, "we have yet to generate any revenue, and we do not know whether any imports will be allowed into China," Nvidia CFO Colette Kress told analysts.
The company forecast the current quarter's revenue at $78 billion, plus or minus two percent -- comfortably above the roughly $72 billion Wall Street had been expecting, and a figure that analysts said would go a long way toward silencing doubts about the durability of AI infrastructure spending.
Considered a main bellwether for the AI phenomenon, the recurring question for Nvidia is whether the boom will continue to accelerate as the technology takes over more corners of the broader economy.
Despite increased volatility around AI on Wall Street, Nvidia shares are up by more than 50 percent over the past year, though just 2.2 percent year to date, before the latest earnings.
arp/dw
View Comments |
| 25.02.26 23:01:14 |
Changpeng Zhao sagt: „Wall Street sollte sich mehr über KI als über Krypto Sorgen machen“, besonders nachdem Anthropic mit seiner neuesten Ankündigung IBM-Aktien getroffen hat. |
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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**
Changpeng Zhao (CZ), co-founder of Binance, is arguing that Wall Street should be significantly more concerned about artificial intelligence (AI) than cryptocurrency. His comments followed a sharp decline in IBM shares, triggered by Anthropic’s announcement of an AI tool capable of modernizing outdated COBOL systems – a technology IBM still relies on.
CZ’s provocative tweet, “Wall Street was worried about crypto… when they should be worried about AI,” highlights a growing anxiety on Wall Street regarding the potential disruptive power of AI. This concern is amplified by figures like Coinbase CEO Brian Armstrong, who suggests traditional finance institutions are struggling to accept cryptocurrency’s volatility.
Even the notoriously skeptical Jamie Dimon, CEO of JPMorgan Chase, maintains a cautious stance toward Bitcoin, despite the bank’s growing cryptocurrency infrastructure.
The concern isn't purely speculative. Citrini Research recently presented a dire scenario predicting mass unemployment for white-collar workers, declining consumer spending, and economic contraction due to widespread AI disruption – a projection that's fueling market jitters.
Essentially, the narrative is that AI’s potential impact on industries and jobs is far more immediate and potentially destabilizing than the ongoing evolution of the cryptocurrency market, at least according to CZ's perspective.
**German Translation**
**Zusammenfassung**
Changpeng Zhao (CZ), Mitbegründer von Binance, argumentiert, dass Wall Street sich erheblich stärker um künstliche Intelligenz (KI) als um Kryptowährungen sorgen sollte. Seine Kommentare folgten einem starken Rückgang der IBM-Aktien, der durch die Ankündigung von Anthropic ausgelöst wurde, das eine KI-Tool zur Modernisierung alternder COBOL-Systeme herausbrachte – eine Technologie, auf die IBM weiterhin setzt.
CZs provokative Tweet, “Wall Street war besorgt über Kryptowährungen… als sie sich ernsthaft Sorgen um KI machen sollten”, verdeutlicht eine wachsende Besorgnis am Wall Street hinsichtlich der potenziell disruptiven Macht von KI. Diese Besorgnis wird durch Figuren wie Coinbase-CEO Brian Armstrong verstärkt, der suggeriert, dass traditionelle Finanzinstitute Schwierigkeiten haben, die Volatilität von Kryptowährungen zu akzeptieren.
Selbst der notorisch skeptische Jamie Dimon, CEO von JPMorgan Chase, behält eine vorsichtige Haltung gegenüber Bitcoin, trotz der wachsenden Kryptowährungs-Infrastruktur der Bank.
Die Besorgnis ist nicht nur spekulativ. Citrini Research präsentierte kürzlich ein düsteres Szenario, das Massenarbeitslosigkeit für Weiß- und Rossworker, sinkende Konsumausgaben und wirtschaftliche Rezession aufgrund weitverbreiteter KI-Unterbrechungen vorhersagt – eine Prognose, die Marktängste schürt.
Im Wesentlichen argumentiert CZ, dass das Potenzial der KI für Branchen und Arbeitsplätze unmittelbarer und potenziell destabilisierender ist als die sich entwickelnde Kryptowährungsmarkts – zumindest aus CZs Sicht. |
| 25.02.26 23:00:29 |
Here are the major earnings before the open Thursday |
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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** | Major earnings expected before the bell on Thursday include:
* Viatris (VTRS [https://seekingalpha.com/symbol/VTRS])
* Baidu (BIDU [https://seekingalpha.com/symbol/BIDU])
* Vistance Networks (VISN [https://seekingalpha.com/symbol/VISN])
* Warner Bros. Discovery (WBD [https://seekingalpha.com/symbol/WBD])
* D-Wave Quantum (QBTS [https://seekingalpha.com/symbol/QBTS])
Other earnings slated for release before Thursday's open include:
* ABTC [https://seekingalpha.com/symbol/ABTC], ACIW [https://seekingalpha.com/symbol/ACIW], ACMR [https://seekingalpha.com/symbol/ACMR], AKBA [https://seekingalpha.com/symbol/AKBA], ALIZY [https://seekingalpha.com/symbol/ALIZY], AMBP [https://seekingalpha.com/symbol/AMBP], ANIK [https://seekingalpha.com/symbol/ANIK], ARBE [https://seekingalpha.com/symbol/ARBE], ARGX [https://seekingalpha.com/symbol/ARGX], ARREF [https://seekingalpha.com/symbol/ARREF], AUPH [https://seekingalpha.com/symbol/AUPH], AXAHY [https://seekingalpha.com/symbol/AXAHY], BCRX [https://seekingalpha.com/symbol/BCRX], BFLY [https://seekingalpha.com/symbol/BFLY], BKSY [https://seekingalpha.com/symbol/BKSY], BLD [https://seekingalpha.com/symbol/BLD], BSY [https://seekingalpha.com/symbol/BSY], BUR [https://seekingalpha.com/symbol/BUR], CARS [https://seekingalpha.com/symbol/CARS], CCO [https://seekingalpha.com/symbol/CCO], CELH [https://seekingalpha.com/symbol/CELH], CERT [https://seekingalpha.com/symbol/CERT], CLMB [https://seekingalpha.com/symbol/CLMB], CM [https://seekingalpha.com/symbol/CM], CM [https://seekingalpha.com/symbol/CM], CMBT [https://seekingalpha.com/symbol/CMBT], COLL [https://seekingalpha.com/symbol/COLL], CQP [https://seekingalpha.com/symbol/CQP], CRON [https://seekingalpha.com/symbol/CRON], DCI [https://seekingalpha.com/symbol/DCI], DCO [https://seekingalpha.com/symbol/DCO], DCTH [https://seekingalpha.com/symbol/DCTH], DNUT [https://seekingalpha.com/symbol/DNUT], DQ [https://seekingalpha.com/symbol/DQ], DSX [https://seekingalpha.com/symbol/DSX], DTEGY [https://seekingalpha.com/symbol/DTEGY], E [https://seekingalpha.com/symbol/E], EFXT [https://seekingalpha.com/symbol/EFXT], EIC [https://seekingalpha.com/symbol/EIC], EME [https://seekingalpha.com/symbol/EME], ENOV [https://seekingalpha.com/symbol/ENOV], EOSE [https://seekingalpha.com/symbol/EOSE], FCN [https://seekingalpha.com/symbol/FCN], FOUR [https://seekingalpha.com/symbol/FOUR], FTDR [https://seekingalpha.com/symbol/FTDR], FWONA [https://seekingalpha.com/symbol/FWONA], FWONK [https://seekingalpha.com/symbol/FWONK], GCT [https://seekingalpha.com/symbol/GCT], GIL [https://seekingalpha.com/symbol/GIL], GOLF [https://seekingalpha.com/symbol/GOLF], GTN [https://seekingalpha.com/symbol/GTN], HAFN [https://seekingalpha.com/symbol/HAFN], HGV [https://seekingalpha.com/symbol/HGV], HPP [https://seekingalpha.com/symbol/HPP], HRL [https://seekingalpha.com/symbol/HRL], HRTX [https://seekingalpha.com/symbol/HRTX], HTZ [https://seekingalpha.com/symbol/HTZ], IART [https://seekingalpha.com/symbol/IART], IBP [https://seekingalpha.com/symbol/IBP], IHS [https://seekingalpha.com/symbol/IHS], INSW [https://seekingalpha.com/symbol/INSW], IQ [https://seekingalpha.com/symbol/IQ], KBR [https://seekingalpha.com/symbol/KBR], KRP [https://seekingalpha.com/symbol/KRP], KYMR [https://seekingalpha.com/symbol/KYMR], LGND [https://seekingalpha.com/symbol/LGND], LKNCY [https://seekingalpha.com/symbol/LKNCY], LNG [https://seekingalpha.com/symbol/LNG], LNTH [https://seekingalpha.com/symbol/LNTH], MIDD [https://seekingalpha.com/symbol/MIDD], MNKD [https://seekingalpha.com/symbol/MNKD], MRP [https://seekingalpha.com/symbol/MRP], MURGY [https://seekingalpha.com/symbol/MURGY], NAT [https://seekingalpha.com/symbol/NAT], NCDL [https://seekingalpha.com/symbol/NCDL], NLLSF [https://seekingalpha.com/symbol/NLLSF], NOMD [https://seekingalpha.com/symbol/NOMD], NTLA [https://seekingalpha.com/symbol/NTLA], NVAX [https://seekingalpha.com/symbol/NVAX], NVCR [https://seekingalpha.com/symbol/NVCR], NXST [https://seekingalpha.com/symbol/NXST], ONC [https://seekingalpha.com/symbol/ONC], OPRA [https://seekingalpha.com/symbol/OPRA], PAYO [https://seekingalpha.com/symbol/PAYO], PEG [https://seekingalpha.com/symbol/PEG], PENN [https://seekingalpha.com/symbol/PENN], PHAT [https://seekingalpha.com/symbol/PHAT], PLTK [https://seekingalpha.com/symbol/PLTK], PRGO [https://seekingalpha.com/symbol/PRGO], PRKS [https://seekingalpha.com/symbol/PRKS], PRM [https://seekingalpha.com/symbol/PRM], PRMB [https://seekingalpha.com/symbol/PRMB], PZZA [https://seekingalpha.com/symbol/PZZA], Q [https://seekingalpha.com/symbol/Q], QVCGA [https://seekingalpha.com/symbol/QVCGA], ROCK [https://seekingalpha.com/symbol/ROCK], RXT [https://seekingalpha.com/symbol/RXT], RY [https://seekingalpha.com/symbol/RY], RYCEY [https://seekingalpha.com/symbol/RYCEY], RYTM [https://seekingalpha.com/symbol/RYTM], SBGSF [https://seekingalpha.com/symbol/SBGSF], SHAK [https://seekingalpha.com/symbol/SHAK], SJM [https://seekingalpha.com/symbol/SJM], SMP [https://seekingalpha.com/symbol/SMP], SRE [https://seekingalpha.com/symbol/SRE], STLA [https://seekingalpha.com/symbol/STLA], TCNNF [https://seekingalpha.com/symbol/TCNNF], TD [https://seekingalpha.com/symbol/TD], TDAY [https://seekingalpha.com/symbol/TDAY], TE [https://seekingalpha.com/symbol/TE], TFX [https://seekingalpha.com/symbol/TFX], TGLS [https://seekingalpha.com/symbol/TGLS], TGTX [https://seekingalpha.com/symbol/TGTX], THRY [https://seekingalpha.com/symbol/THRY], TIGO [https://seekingalpha.com/symbol/TIGO], TWI [https://seekingalpha.com/symbol/TWI], VCEL [https://seekingalpha.com/symbol/VCEL], VEOEY [https://seekingalpha.com/symbol/VEOEY], VIPS [https://seekingalpha.com/symbol/VIPS], VITL [https://seekingalpha.com/symbol/VITL], VST [https://seekingalpha.com/symbol/VST], VYX [https://seekingalpha.com/symbol/VYX], WD [https://seekingalpha.com/symbol/WD], WPP [https://seekingalpha.com/symbol/WPP], WRBY [https://seekingalpha.com/symbol/WRBY], WVE [https://seekingalpha.com/symbol/WVE], WWW [https://seekingalpha.com/symbol/WWW], ZLAB [https://seekingalpha.com/symbol/ZLAB]
* For Seeking Alpha's full earnings season calendar, click here [https://seekingalpha.com/earnings/earnings-calendar].
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| 25.02.26 22:50:01 |
KB Home (KBH) Stock Slides as Market Rises: Facts to Know Before You Trade |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**Bayer AG NA** | KB Home (KBH) closed at $63.06 in the latest trading session, marking a -2.76% move from the prior day. This move lagged the S&P 500's daily gain of 0.81%. Meanwhile, the Dow gained 0.63%, and the Nasdaq, a tech-heavy index, added 1.26%.
Heading into today, shares of the homebuilder had gained 12.66% over the past month, outpacing the Construction sector's gain of 8.81% and the S&P 500's loss of 0.25%.
Market participants will be closely following the financial results of KB Home in its upcoming release. On that day, KB Home is projected to report earnings of $0.53 per share, which would represent a year-over-year decline of 64.43%. At the same time, our most recent consensus estimate is projecting a revenue of $1.11 billion, reflecting a 20.57% fall from the equivalent quarter last year.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $4.19 per share and a revenue of $5.59 billion, indicating changes of -35.74% and -10.38%, respectively, from the former year.
Investors should also take note of any recent adjustments to analyst estimates for KB Home. These recent revisions tend to reflect the evolving nature of short-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. 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, 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. The Zacks Consensus EPS estimate has moved 1.02% higher within the past month. At present, KB Home boasts a Zacks Rank of #5 (Strong Sell).
Looking at its valuation, KB Home is holding a Forward P/E ratio of 15.49. This valuation marks a premium compared to its industry average Forward P/E of 15.01.
One should further note that KBH currently holds a PEG ratio of 8.47. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. As the market closed yesterday, the Building Products - Home Builders industry was having an average PEG ratio of 2.24.
The Building Products - Home Builders industry is part of the Construction sector. This group has a Zacks Industry Rank of 241, putting it in the bottom 2% of all 250+ industries.
Story Continues
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these 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.
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This article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
View Comments |
| 25.02.26 22:30:42 |
'Big Short' Investor Michael Burry Draws Parallel Between Nvidia and This 1920s Era Hot Stock: 'You Would Have Lost Money…' |
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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** | On Monday, "Big Short" investor Michael Burry, known for his high-profile bet against the U.S. housing market, said that today's artificial intelligence surge, led by Nvidia Corp (NASDAQ:NVDA), could follow a boom-and-bust pattern similar to the 1920s radio craze.
AI Boom Compared To RCA's Historic Collapse
Burry over the weekend drew parallels between the current AI frenzy and the speculative surge around Radio Corporation of America nearly a century ago.
"In the 1920s there was radio mania focused mostly on one stock, RCA," Burry wrote on X.
He noted the company's shares plunged roughly 98% during the early 1930s — even though radio technology continued expanding for decades.
"Even if you predicted a half century of radio dominance, you would have lost money on RCA," he added, tagging Nvidia.
In the 1920s there was radio mania focused mostly on one stock, RCA. The stock fell peak to trough about 98% during early 1930s, and yet radio's growth never slowed for many more decades. Even if you predicted a half century of radio dominance, you would have lost money on RCA.…
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Semiconductor heavyweight Nvidia is set to release its fourth-quarter financial results on Wednesday after the closing bell.
RCA's Historic Rally And Collapse
In the 1920s, RCA's stock price surged roughly 200-fold — one of the most dramatic run-ups in market history.
But after peaking in 1929, the shares unraveled, plunging from 114.75 in September 1929 to 2.625 by May 1932 — a staggering 98% drop, noted Finaeon, formerly Global Financial Data.
Over time, RCA clawed its way back, eventually surpassing its 1929 high. Following a 3-for-1 stock split, the shares traded at 66 before the company was ultimately acquired by General Electric in 1986.
Trending: Before the IPO: How One Company Quietly Locked Up 500+ Iconic Character Rights
Data Center Spending Under Fire
Earlier in the day, Burry also questioned whether massive AI-related capital expenditures can continue without hurting corporate balance sheets.
He called out companies including Microsoft Corp(NASDAQ:MSFT), Meta Platforms, Inc.(NASDAQ:META), Alphabet Inc.(NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon.com, Inc.(NASDAQ:AMZN), asking, "When does the spending for AI data center buildout actually end?"
Story Continues
He argued that AI infrastructure investments are consuming cash flow and increasing borrowing.
"You are borrowing, you are financing in ways you never have," Burry wrote, questioning whether companies are adjusting accounting practices to cushion earnings pressure.
See Also: 1.5 Million Users Are Already Working Inside This AI Platform — Investors Can Still Get In
Bubble Or Balance-Sheet Risk?
Earlier, Burry cautioned that the AI rally could be heading toward a sharp reversal. He voiced concerns that the current tech surge resembles past corporate spending battles that failed to deliver lasting competitive advantages.
He aimed at companies such as Microsoft and Alphabet, arguing that their aggressive investments in AI infrastructure risk becoming outdated sooner than expected.
To illustrate his point, Burry referenced Warren Buffett's experience with Hochschild-Kohn, a department store that invested heavily in upgrades but ultimately failed to differentiate itself from rivals.
He suggested a similar dynamic could play out in AI, where rapid competitive catch-up erodes any edge gained from massive spending.
Read Next: Own a Stake in California's New Standard for Luxury Behavioral Health
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This article 'Big Short' Investor Michael Burry Draws Parallel Between Nvidia and This 1920s Era Hot Stock: 'You Would Have Lost Money…' originally appeared on Benzinga.com
View Comments |
| 25.02.26 22:29:00 |
Nvidia earnings 'crushed' Q4 estimates: 2 key takeaways |
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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** | AI chipmaker Nvidia (NVDA) is out with its fourth quarter results after Wednesday's close, reporting adjusted earnings (S1.62 per share vs. estimates of $1.53) and revenue ($68.1 billion vs. estimates of $65.91 billion) that came out above Wall Street expectations. Nvidia's stock gets a lift in after-hours trading following this release.
Yahoo Finance Tech Editor Dan Howley helps Market Domination Overtime Host Josh Lipton dive into the company's earnings release and outlook forecasts.
CFRA Research senior vice president and equity analyst Angelo Zino and Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead also come on the program to react to the earnings figures and the chip company's sales to China.
To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime.
Video Transcript
00:00 Speaker A
Big beat on the top and bottom line for Nvidia here in Q4. They posted revenue of $68.1 billion, EPS of $1.62. The estimate was for $1.53 and 65.8 billion in revenue. It's a big jump over last year's numbers as well when they posted EPS of 89 cents and revenue of $39.3 billion. But I think what Wall Street is reacting to here, as you can see, shares higher, is the outlook for Q1. They're anticipating
00:30 Speaker A
60, uh, 76.44 billion uh and 79.56 billion somewhere in the middle there. Wall Street's estimates for for 72.8 billion. So going higher uh than Wall Street's uh guidance anticipations. Uh but when we look at the data center business, that's obviously their crown jewel. That brought in 62.3 billion for the period. The projections there were for 60.2 billion. Now, it's important to note that once again,
01:00 Speaker A
according to CFO Colette Kress, hyperscalers had a little bit over 50% of that revenue. So those are the likes of Microsoft, Meta, Amazon, Google. We all know that they have $650 billion worth of AI spending coming this year. Obviously, a lot of that will be going to Nvidia as well as AMD as far as uh Meta goes with their announcement just yesterday. One more thing uh I want to point out real quick. Uh it's a little part of their
01:28 Speaker A
business now, but it's uh gaming. That came in uh just shy of estimates of $4 billion. Uh and obviously that's just been kind of up and down. It's very seasonal uh when it comes to that category and when they're going to come out with new cards. They haven't done that in the most recent year uh as they did at last CES uh in 2025. But a big beat for for Nvidia here, and that's really, I think, what what they needed as far as the stock price goes.
01:55 Speaker B
they crushed the guide, they crushed consensus and they crushed the whisper number which I'd mentioned was uh 75 billion. I'm actually surprised the stock's not up even more today. And it's clearly that execute demand is not an issue. It it's it's the question the demand is there. The question is how much, how quickly uh can they get this get this out and I think what they proved is is even for
02:26 Speaker B
some of the more optimistic investors, they they blew that away.
02:30 Speaker C
Angelo, uh Nvidia does say here, the guide does not assume any China data center compute. I I'm just curious, Angelo, ultimately, what do you think the opportunity is for Nvidia in China? What does that market look like for them?
02:49 Angelo
I mean, it depends on, you know, what what they're allowed to kind of sell into there, what the Chinese government allows on their end, what the US government allows on its end, right? I mean, you you look at, you know, what AMD guided to, I mean, I think for Q1, they guided to only about 100 million. Um, they had about 300 million or 90 million or so in Q4. So, um, you know, I think overall, both and Nvidia and AMD are very cautious about the the China landscape.
03:19 Angelo
I mean, ultimately, I mean they should be able to easily pump out 5 billion plus a quarter in China. But again, it's it's one of those situations right now where um you just don't know what the landscape is going to look like because um of the geopolitical uncertainties from both sides. So it's it's really difficult if if not impossible to really say what the potential is there because at this point in time, we just don't know what is ultimately going to be allowed to be sold out there.
View Comments |
| 25.02.26 22:23:16 |
Dow Jones Futures: Nvidia Rises On Earnings After S&P 500 Reclaims Key Level |
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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** | Nvidia popped late on strong earnings and guidance, good news for the AI sector. The S&P 500 is back above its 50-day line.
Continue Reading |
| 25.02.26 22:23:16 |
Dow Jones Futures: Nvidia Rises On Earnings After S&P 500 Reclaims Key Level |
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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** | Nvidia popped late on strong earnings and guidance, good news for the AI sector. The S&P 500 is back above its 50-day line.
Continue Reading |
| 25.02.26 22:09:37 |
Merck Reshapes Leadership As HIV And RSV Prospects Take Center Stage |
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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.
Merck (NYSE:MRK) announced a major reorganization of its Human Health business into two global units focused on Oncology and on Specialty, Pharma & Infectious Diseases. The company named new senior leaders to run these units, reshaping internal decision making and commercial execution. Merck reported pivotal late stage data for a new two drug HIV-1 regimen that met its non inferiority goal versus standard of care and is now under regulatory review. The company also released positive phase 3 results for its monoclonal antibody ENFLONSIA for RSV prevention in high risk children, supporting broader potential use.
For you as an investor, this cluster of announcements links Merck's internal reorganization directly to its late stage pipeline. The stock trades at $123.93, with a 1 year return of 40.6% and a 5 year return of 109.1%, so the market has already assigned meaningful value to its existing portfolio and prospects.
The key development is how Merck is aligning leadership and commercial resources around oncology, HIV and infectious diseases as it prepares for patent expiries on key products such as Keytruda. The combination of restructuring and new data in HIV-1 and RSV provides additional information about how the company is positioning itself for its next phase of product launches and revenue mix.
Stay updated on the most important news stories for Merck by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Merck.NYSE:MRK 1-Year Stock Price Chart
Does the team leading Merck have what it takes? See our full breakdown of the management team's track record and compensation.
Merck’s reshuffle comes at the same time as it is moving key late stage assets closer to potential commercialization, which is not just a coincidence. By putting long time internal leader Jannie Oosthuizen in charge of Oncology and bringing in external hire Brian Foard to run Specialty, Pharma & Infectious Diseases, the company is effectively matching decision makers to where its next wave of launches is likely to sit, including the doravirine/islatravir HIV regimen and the ENFLONSIA RSV antibody. For you, the link between executive structure and products is important, because it influences how quickly Merck can react on pricing, access and medical education once regulators rule on new indications. It also tells you that Merck is trying to keep oncology, where it competes with Pfizer, Bristol Myers Squibb and others, on a separate track from vaccines and infectious diseases, where commercial cycles and payor dynamics look different.
Story Continues
How This Fits Into The Merck Narrative
The late stage HIV and RSV readouts, combined with focused leadership teams, support the existing narrative that a larger, more diversified pipeline is central to offseting future patent expiries. The concentration of responsibility in two powerful global units could challenge the narrative if execution around access, pricing or large M&A moves does not line up with expectations already built into market views. The ENFLONSIA second season data and the once daily DOR/ISL regimen are specific product opportunities that are not fully spelled out in the broader narrative, which mainly refers to a block of more than 20 potential growth drivers.
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 Merck to help decide what it's worth to you.
The Risks and Rewards Investors Should Consider
⚠️ Execution risk around the new Human Health structure, where misalignment between the oncology and specialty units could slow decisions on pricing, market access or label expansions. ⚠️ Dependence on regulatory approvals for the DOR/ISL HIV regimen and the expanded ENFLONSIA RSV indication, which may not progress as planned or could face competitive pushback from peers such as Gilead and Sanofi. 🎁 Late stage data showing non inferiority for DOR/ISL versus an established HIV regimen and sustained viral suppression out to 96 weeks, which supports Merck’s push into a large, established treatment category. 🎁 Positive second season ENFLONSIA results in high risk children, alongside existing approvals, which provide Merck with additional optionality in vaccines and infectious diseases beyond oncology.
What To Watch Going Forward
From here, you may want to track three things. First, how quickly Merck’s new leaders articulate clear priorities for oncology versus specialty and infectious diseases, including any comments on resource allocation. Second, the outcome and timing of regulatory decisions for DOR/ISL, with the US FDA target action date of April 28, 2026 a clear marker, and any filings to broaden ENFLONSIA’s use in a second RSV season. Third, how competitors such as Pfizer, Bristol Myers Squibb and Gilead respond in oncology, HIV and RSV, since pricing and share dynamics in these categories can influence the eventual contribution of Merck’s late stage assets.
To ensure you're always in the loop on how the latest news impacts the investment narrative for Merck, head to the community page for Merck 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 MRK.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
View Comments |
| 25.02.26 22:03:52 |
Zoom forecasts quarterly profit below estimates amid tough competition |
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**Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!**
**BP PLC** | Feb 25 (Reuters) - Zoom Communications forecast quarterly profit below Wall Street estimates on Wednesday, signaling intense competition and a cautious spending environment could weigh on its earnings.
Shares of the company were down nearly 3% in extended trading.
Zoom is increasingly squeezed by rivals such as Microsoft's Teams and Alphabet's Google Meet, which come bundled with broader workplace suites that often make them cheaper for enterprise customers.
Despite a push to diversify its offerings, Zoom has been grappling with slowing growth as pandemic-era work-from-home arrangements decline and employees return to offices.
While its enterprise business has shown resilience, the online segment, which serves individual consumers and small businesses, has remained a weak spot.
In the fourth quarter, Zoom's online segment revenue stood at $489.7 million, with churn increasing marginally from a year earlier.
The broader software sector has also been hammered in recent months as investors await clarity on the impact of AI and potential business model disruptions.
While Zoom has launched a slew of AI features to drive growth, its investments in the technology could pressure operating margins.
The company expects first-quarter revenue between $1.22 billion and $1.23 billion, compared with analysts' average estimate of $1.22 billion, according to data compiled by LSEG.
Adjusted profit per share is forecast between $1.40 and $1.42, below estimates of $1.45.
For the fourth quarter, Zoom reported a revenue of $1.25 billion, beating estimates of $1.23 billion.
Adjusted profit per share came in at $1.44, compared with estimates of $1.49.
(Reporting by Anhata Rooprai in Bengaluru; Editing by Jonathan Ananda)
View Comments |
| 25.02.26 22:02:59 |
Tech stocks today: Nvidia stock rises as guidance signals AI boom alive and well |
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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** | Nvidia (NVDA), the world's largest company by market capitalization, reported fourth quarter results after the closing bell on Wednesday in a highly anticipated release amid growing concerns about how big bets on AI will pay off.
Nvidia's quarterly results have become a market-moving event over the past few years, as the chipmaker sells the chips that underpin the AI boom, has deep financial relationships with the Big Tech firms and startups that buy those chips, and remains the most heavily weighted stock in the S&P 500 (^GSPC).
Stocks rose on Wednesday as concerns about AI disruption eased and the rolling sell-offs in software and other sectors paused. Helping lift tech stocks were several new features and partnerships that Anthropic (ANTH.PVT) unveiled, as well as AMD's (AMD) 6-gigawatt GPU deal with Meta (META).
Nvidia's results and guidance that beat estimates suggested that AI demand continues to grow, a powerful signal for the dozens of other tech and software stocks caught in Nvidia's web of influence.
Follow along for the latest updates on Nvidia and the tech sector.LIVE15 updates
20 mins ago
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. 21 mins ago
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 > 44 mins ago
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. Today 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. Today 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. Today at 2:03 PM UTC
Grace O'Donnell
Anthropic drops hallmark safety pledge in race with AI peers
Bloomberg reports:
Read more here. Today at 1:47 PM UTC
Grace O'Donnell
Nvidia options imply smaller-than-usual stock move following earnings
Nvidia stock (NVDA) is poised to see its smallest post-earnings swing in three years after the company reports after the bell on Wednesday.
Nvidia options imply a move of about 5.6%, or $260 billion in market capitalization, in either direction on Thursday, according to Option Research & Technology Services (ORATS).
Nvidia stock advanced 0.8% in premarket trading on Wednesday ahead of the report as traders priced in their expectations.
"We feel generally pretty favorable in terms of Nvidia for the quarter and even for the guidance," FBB Capital Partners director of research Mike Bailey told Yahoo Finance. "I think the real question mark is sentiment."
"You know, Nvidia's stock has been right around with the market for ... three to six months," Bailey added. "To us, that suggests investors really don't have massive expectations built up for the quarter." Tue, February 24, 2026 at 9:07 PM UTC
Grace O'Donnell
Stripe reportedly considers acquiring PayPal
PayPal (PYPL) stock spiked 6% in afternoon trading after Bloomberg reported that payments processor Stripe (STRI.PVT) is reportedly interested in acquiring all or some of the legacy fintech company.
PayPal has reportedly been fielding unsolicited buyout offers after its stock suffered a major slide that wiped out 20% of its value year to date. People familiar with the matter told Bloomberg that Stripe was among the suitors that expressed preliminary interest in the company but that deliberations are still in the early stages.
On Tuesday, Stripe published an annual letter disclosing a tender offer agreement that values the company at $159 billion, a 74% increase from Stripe's $91.5 billion valuation a year ago. The sale of employee shares makes the privately held company one of the industry's most valuable companies. Tue, February 24, 2026 at 8:50 PM UTC
Grace O'Donnell
US official: China has not received any Nvidia H200 chips
Nvidia (NVDA) has not yet sold any of its H200 chips to Chinese customers, a Commerce Department official said on Tuesday.
"My understanding is that none so far," Commerce Assistant Secretary for Export Enforcement David Peters said at a congressional hearing when asked about Nvidia's second-most-powerful chips.
According to a Reuters report, the Chinese embassy in the US and Nvidia have yet to respond to requests for comment.
In late January, Beijing gave three of China's largest tech companies, ByteDance, Alibaba (BABA, 9988.HK), and Tencent (0700.HK, TCEHY), approval to purchase more than 400,000 H200 chips.
Read more from Reuters. Tue, February 24, 2026 at 8:00 PM UTC
Myles Udland
Dan Ives says Anthropic announcement 'impressive,' but fears companies 'rip and replace' existing software are overdone
Anthropic on Tuesday announced a new suite of enterprise offerings, the latest in a series of new capabilities boasted by AI labs like Google, Anthropic, and OpenAI that have shaken investor confidence in a variety of software solutions that may see their core product replaced by an AI facsimile.
But some Wall Street analysts aren't so sure the process will be quite that simple.
Dan Ives, high profile tech bull at Wedbush, wrote in a note Tuesday after Anthropic's announcement that, "While these use cases are impressive, the reality is that these new AI tools will not rip and replace existing software ecosystems and data environments with these AI tools only as useful as the data it can reach."
In Ives' view, there are three things investors who view these demos as a sign of AI outcompeting legacy solutions might be missing.
One — "The market is conflating foundation model capability with full enterprise software replacement and the fear that generative AI will 'rewrite legacy systems overnight' ignores enterprise reality."
Two — "AI agents and autonomous workflows dramatically increase the attack surface — more APIs, more machine identities, more lateral movement risk, and more cloud-native workloads. AI doesn’t reduce the need for endpoint, identity, cloud, and SOC automation, it multiplies it."
Three — "Anthropic/OpenAI do not have 20-year enterprise distribution networks, CIO relationships, or embedded vertical workflows. CRM, NOW, and MSFT sit at the application layer where business logic lives. The model layer will commoditize faster than the workflow layer."
The key point that I think Ives raises is that model advances — or other signs of what we might call technical brilliance — are not the same as an in-market product that gets customers to change their spending habits.
Obviously, as we saw with the market's reaction to a Substack post on Monday that was explicitly a thought experiment, there are lots of investor nerves about which advances could draw meaningful dollars from enterprises or consumers.
But as ever, the distance between a demo and a product can often be vast. Keeping that framework in mind might serve investors well in the current moment. Tue, February 24, 2026 at 5:28 PM UTC
Grace O'Donnell
Apple stock gains after the company says it will produce Mac minis in the US
Apple (AAPL) stock rose more than 2% on Tuesday, outperforming its "Magnificent Seven" tech peers, on news that the iPhone maker will deepen its manufacturing push in the US.
On Tuesday, Apple said it plans to move Mac mini production from Asia to a new facility in Houston. At that same site, Apple also plans to expand advanced AI server manufacturing as part of the $600 billion US manufacturing commitment it made last year amid pressure from the Trump administration.
Apple is also wielding its purchasing power to boost American chipmaking at a new Taiwan Semiconductor Manufacturing (TSM) factory north of Phoenix, the Wall Street Journal reported.
Year to date, Apple stock has held up better than its peers as the company stands back from the major up-front investments other Big Tech companies are making to build massive data centers. In that regard, my colleague Dan Howley points out, Apple's reluctance to be the first to roll out major AI upgrades — seen as a weakness against its peers — has become a kind of strength as the AI trade faces upheaval. Tue, February 24, 2026 at 3:00 PM UTC
Grace O'Donnell
Anthropic launches new enterprise offerings, raising the heat on software companies
Yahoo Finance's Daniel Howley reports:
Read the full story > Tue, February 24, 2026 at 2:38 PM UTC
Grace O'Donnell
AMD stock jumps at the open, Oracle shares slip further, IBM tries to recover from Monday's heavy losses
As stocks struggled to regain their footing after a bumpy start to the week, the tech sector remained under pressure at the start of the trading day on Tuesday.
Here's a look at some trending tech tickers moving on the latest tech news:
AMD (AMD) stock jumped 5% on news of the chipmaker's multiyear agreement with Meta (META) to supply 6 gigawatts in chips to the hyperscaler. Scroll down to read more about the deal or check out the full story here.
Oracle (ORCL) shares slipped further at the open after a report from The Information stated that the $500 billion Stargate project announced in January 2025 to build data centers has stalled after months of disputes among Oracle, OpenAI (OPAI.PVT), and Softbank (SFTBY). As a result, the project missed its self-imposed goal of delivering 10 gigawatts of AI computing capacity in 2025.
International Business Machines (IBM) shares began to recover after Anthropic's announcement that its Claude Code AI tool could help modernize Common Business-Oriented Language, or COBOL code, which is used in nearly all ATM transactions in the US. COBOL has been used in many of the enterprise systems IBM sells, leading investors to believe a core part of its business may be threatened by AI disruption. IBM stock rose more than 1%.
Alphabet (GOOG) stock slipped into the red at the open after its self-driving unit, Waymo, said it's expanding its robotaxi service in Dallas, Houston, San Antonio, and Orlando.
Uber (UBER) stock edged higher after the ride-hailing company announced on Monday that it would acquire SpotHero, a parking reservation app. Tue, February 24, 2026 at 1:28 PM UTC
Grace O'Donnell
Meta and AMD announce 6-gigawatt GPU deal as part of AI buildout
Yahoo Finance's Daniel Howley reports:
Read more here. Tue, February 24, 2026 at 1:24 PM UTC
Grace O'Donnell
What to look for when Nvidia reports Q4 earnings
Nvidia's (NVDA) quarterly results scheduled for Wednesday afternoon mark the winding down of earnings season, as the chip titan is the last of the "Magnificent Seven" tech companies to report.
But with Nvidia's GTC 2026 event only a few weeks away, news from the leading AI company may be just getting started.
Our technology editor, Dan Howley, previewed what to expect when Nvidia reports results (earnings per share of $1.53 on revenue of $65.8 billion; data center revenue of $60.2 billion for the quarter). Investors will also be looking for details on Blackwell chip sales and China sales.
Howley notes that although Nvidia recently launched a new AI superchip and announced a massive, multiyear deal with Meta, its stock price has seen a tepid reaction. That disconnect reveals a larger debate over the state of the artificial intelligence trade and whether it is plateauing or will continue to accelerate.
"The real debate is what growth looks like in 2027 and 2028," Deepwater Asset Management managing partner Gene Munster wrote in a blog post.
Read the full breakdown of what to watch when Nvidia reports earnings >
View Comments |
| 25.02.26 22:02:59 |
Tech stocks today: Nvidia stock rises as guidance signals AI boom alive and well |
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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** | Nvidia (NVDA), the world's largest company by market capitalization, reported fourth quarter results after the closing bell on Wednesday in a highly anticipated release amid growing concerns about how big bets on AI will pay off.
Nvidia's quarterly results have become a market-moving event over the past few years, as the chipmaker sells the chips that underpin the AI boom, has deep financial relationships with the Big Tech firms and startups that buy those chips, and remains the most heavily weighted stock in the S&P 500 (^GSPC).
Stocks rose on Wednesday as concerns about AI disruption eased and the rolling sell-offs in software and other sectors paused. Helping lift tech stocks were several new features and partnerships that Anthropic (ANTH.PVT) unveiled, as well as AMD's (AMD) 6-gigawatt GPU deal with Meta (META).
Nvidia's results and guidance that beat estimates suggested that AI demand continues to grow, a powerful signal for the dozens of other tech and software stocks caught in Nvidia's web of influence.
Follow along for the latest updates on Nvidia and the tech sector.LIVE15 updates
20 mins ago
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. 21 mins ago
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 > 44 mins ago
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. Today 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. Today 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. Today at 2:03 PM UTC
Grace O'Donnell
Anthropic drops hallmark safety pledge in race with AI peers
Bloomberg reports:
Read more here. Today at 1:47 PM UTC
Grace O'Donnell
Nvidia options imply smaller-than-usual stock move following earnings
Nvidia stock (NVDA) is poised to see its smallest post-earnings swing in three years after the company reports after the bell on Wednesday.
Nvidia options imply a move of about 5.6%, or $260 billion in market capitalization, in either direction on Thursday, according to Option Research & Technology Services (ORATS).
Nvidia stock advanced 0.8% in premarket trading on Wednesday ahead of the report as traders priced in their expectations.
"We feel generally pretty favorable in terms of Nvidia for the quarter and even for the guidance," FBB Capital Partners director of research Mike Bailey told Yahoo Finance. "I think the real question mark is sentiment."
"You know, Nvidia's stock has been right around with the market for ... three to six months," Bailey added. "To us, that suggests investors really don't have massive expectations built up for the quarter." Tue, February 24, 2026 at 9:07 PM UTC
Grace O'Donnell
Stripe reportedly considers acquiring PayPal
PayPal (PYPL) stock spiked 6% in afternoon trading after Bloomberg reported that payments processor Stripe (STRI.PVT) is reportedly interested in acquiring all or some of the legacy fintech company.
PayPal has reportedly been fielding unsolicited buyout offers after its stock suffered a major slide that wiped out 20% of its value year to date. People familiar with the matter told Bloomberg that Stripe was among the suitors that expressed preliminary interest in the company but that deliberations are still in the early stages.
On Tuesday, Stripe published an annual letter disclosing a tender offer agreement that values the company at $159 billion, a 74% increase from Stripe's $91.5 billion valuation a year ago. The sale of employee shares makes the privately held company one of the industry's most valuable companies. Tue, February 24, 2026 at 8:50 PM UTC
Grace O'Donnell
US official: China has not received any Nvidia H200 chips
Nvidia (NVDA) has not yet sold any of its H200 chips to Chinese customers, a Commerce Department official said on Tuesday.
"My understanding is that none so far," Commerce Assistant Secretary for Export Enforcement David Peters said at a congressional hearing when asked about Nvidia's second-most-powerful chips.
According to a Reuters report, the Chinese embassy in the US and Nvidia have yet to respond to requests for comment.
In late January, Beijing gave three of China's largest tech companies, ByteDance, Alibaba (BABA, 9988.HK), and Tencent (0700.HK, TCEHY), approval to purchase more than 400,000 H200 chips.
Read more from Reuters. Tue, February 24, 2026 at 8:00 PM UTC
Myles Udland
Dan Ives says Anthropic announcement 'impressive,' but fears companies 'rip and replace' existing software are overdone
Anthropic on Tuesday announced a new suite of enterprise offerings, the latest in a series of new capabilities boasted by AI labs like Google, Anthropic, and OpenAI that have shaken investor confidence in a variety of software solutions that may see their core product replaced by an AI facsimile.
But some Wall Street analysts aren't so sure the process will be quite that simple.
Dan Ives, high profile tech bull at Wedbush, wrote in a note Tuesday after Anthropic's announcement that, "While these use cases are impressive, the reality is that these new AI tools will not rip and replace existing software ecosystems and data environments with these AI tools only as useful as the data it can reach."
In Ives' view, there are three things investors who view these demos as a sign of AI outcompeting legacy solutions might be missing.
One — "The market is conflating foundation model capability with full enterprise software replacement and the fear that generative AI will 'rewrite legacy systems overnight' ignores enterprise reality."
Two — "AI agents and autonomous workflows dramatically increase the attack surface — more APIs, more machine identities, more lateral movement risk, and more cloud-native workloads. AI doesn’t reduce the need for endpoint, identity, cloud, and SOC automation, it multiplies it."
Three — "Anthropic/OpenAI do not have 20-year enterprise distribution networks, CIO relationships, or embedded vertical workflows. CRM, NOW, and MSFT sit at the application layer where business logic lives. The model layer will commoditize faster than the workflow layer."
The key point that I think Ives raises is that model advances — or other signs of what we might call technical brilliance — are not the same as an in-market product that gets customers to change their spending habits.
Obviously, as we saw with the market's reaction to a Substack post on Monday that was explicitly a thought experiment, there are lots of investor nerves about which advances could draw meaningful dollars from enterprises or consumers.
But as ever, the distance between a demo and a product can often be vast. Keeping that framework in mind might serve investors well in the current moment. Tue, February 24, 2026 at 5:28 PM UTC
Grace O'Donnell
Apple stock gains after the company says it will produce Mac minis in the US
Apple (AAPL) stock rose more than 2% on Tuesday, outperforming its "Magnificent Seven" tech peers, on news that the iPhone maker will deepen its manufacturing push in the US.
On Tuesday, Apple said it plans to move Mac mini production from Asia to a new facility in Houston. At that same site, Apple also plans to expand advanced AI server manufacturing as part of the $600 billion US manufacturing commitment it made last year amid pressure from the Trump administration.
Apple is also wielding its purchasing power to boost American chipmaking at a new Taiwan Semiconductor Manufacturing (TSM) factory north of Phoenix, the Wall Street Journal reported.
Year to date, Apple stock has held up better than its peers as the company stands back from the major up-front investments other Big Tech companies are making to build massive data centers. In that regard, my colleague Dan Howley points out, Apple's reluctance to be the first to roll out major AI upgrades — seen as a weakness against its peers — has become a kind of strength as the AI trade faces upheaval. Tue, February 24, 2026 at 3:00 PM UTC
Grace O'Donnell
Anthropic launches new enterprise offerings, raising the heat on software companies
Yahoo Finance's Daniel Howley reports:
Read the full story > Tue, February 24, 2026 at 2:38 PM UTC
Grace O'Donnell
AMD stock jumps at the open, Oracle shares slip further, IBM tries to recover from Monday's heavy losses
As stocks struggled to regain their footing after a bumpy start to the week, the tech sector remained under pressure at the start of the trading day on Tuesday.
Here's a look at some trending tech tickers moving on the latest tech news:
AMD (AMD) stock jumped 5% on news of the chipmaker's multiyear agreement with Meta (META) to supply 6 gigawatts in chips to the hyperscaler. Scroll down to read more about the deal or check out the full story here.
Oracle (ORCL) shares slipped further at the open after a report from The Information stated that the $500 billion Stargate project announced in January 2025 to build data centers has stalled after months of disputes among Oracle, OpenAI (OPAI.PVT), and Softbank (SFTBY). As a result, the project missed its self-imposed goal of delivering 10 gigawatts of AI computing capacity in 2025.
International Business Machines (IBM) shares began to recover after Anthropic's announcement that its Claude Code AI tool could help modernize Common Business-Oriented Language, or COBOL code, which is used in nearly all ATM transactions in the US. COBOL has been used in many of the enterprise systems IBM sells, leading investors to believe a core part of its business may be threatened by AI disruption. IBM stock rose more than 1%.
Alphabet (GOOG) stock slipped into the red at the open after its self-driving unit, Waymo, said it's expanding its robotaxi service in Dallas, Houston, San Antonio, and Orlando.
Uber (UBER) stock edged higher after the ride-hailing company announced on Monday that it would acquire SpotHero, a parking reservation app. Tue, February 24, 2026 at 1:28 PM UTC
Grace O'Donnell
Meta and AMD announce 6-gigawatt GPU deal as part of AI buildout
Yahoo Finance's Daniel Howley reports:
Read more here. Tue, February 24, 2026 at 1:24 PM UTC
Grace O'Donnell
What to look for when Nvidia reports Q4 earnings
Nvidia's (NVDA) quarterly results scheduled for Wednesday afternoon mark the winding down of earnings season, as the chip titan is the last of the "Magnificent Seven" tech companies to report.
But with Nvidia's GTC 2026 event only a few weeks away, news from the leading AI company may be just getting started.
Our technology editor, Dan Howley, previewed what to expect when Nvidia reports results (earnings per share of $1.53 on revenue of $65.8 billion; data center revenue of $60.2 billion for the quarter). Investors will also be looking for details on Blackwell chip sales and China sales.
Howley notes that although Nvidia recently launched a new AI superchip and announced a massive, multiyear deal with Meta, its stock price has seen a tepid reaction. That disconnect reveals a larger debate over the state of the artificial intelligence trade and whether it is plateauing or will continue to accelerate.
"The real debate is what growth looks like in 2027 and 2028," Deepwater Asset Management managing partner Gene Munster wrote in a blog post.
Read the full breakdown of what to watch when Nvidia reports earnings >
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| 25.02.26 22:00:00 |
Datadog and Sakana AI Announce Strategic Partnership to Advance AI Innovation and Observability for Enterprises |
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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** | Datadog, Inc.
Collaboration brings together leading AI research and cloud observability expertise to support next-generation AI applications, starting in Japan
NEW YORK and TOKYO, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Datadog, Inc. (NASDAQ: DDOG) the AI-powered observability and security platform for cloud applications, today announced a strategic partnership with Sakana AI, a next-generation AI research lab building advanced foundation models, to collaborate on research, product innovation, and go-to-market initiatives focused on enterprise AI adoption.
Through the partnership, Datadog and Sakana AI will work closely across research and engineering teams to explore new approaches to building, deploying, and operating advanced AI systems at scale. The collaboration is designed to help enterprises gain greater visibility into the performance, reliability, and impact of AI-powered applications, while accelerating the responsible adoption of AI technologies.
“AI systems are becoming foundational to how modern enterprises build and operate software, but they also introduce new complexity,” said Bharat Sajnani, Head of Datadog Ventures. “By partnering with Sakana AI, we are combining deep AI research expertise with Datadog’s platform for observability and security to help organizations better understand and operate these systems with confidence.”
As part of the partnership, the companies plan to collaborate on joint research initiatives, including potential open-source contributions, product, and go-to-market efforts. The collaboration will initially focus on supporting large enterprise customers in Japan, leveraging Datadog’s established presence in the region, including its local data center, before expanding globally over time to meet enterprise requirements around performance and data residency.
Sakana AI brings cutting-edge research capabilities focused on efficient, scalable, and adaptive AI models, and the expertise to apply them to complex industrial challenges and the expertise to apply them to complex industrial challenges, while Datadog contributes deep experience supporting tens of thousands of organizations operating complex cloud and AI-powered systems worldwide. Together, the companies aim to help enterprises bridge the gap between AI innovation and real-world production readiness.
“At present, enterprises globally are increasingly looking to move generative AI tools and applications from proof-of-concept, into production environments that deliver real value," said David Ha, Co-founder & CEO of Sakana AI. “Working with Datadog allows Sakana AI to collaborate with a global enterprise leader and learn directly from how some of the world’s most sophisticated organizations operate AI systems at scale.”
Story Continues
About Datadog
Datadog is the observability and security platform for cloud applications. Our SaaS platform integrates and automates infrastructure monitoring, application performance monitoring, log management, user experience monitoring, cloud security and many other capabilities to provide unified, real-time observability and security for our customers' entire technology stack. Datadog is used by organizations of all sizes and across a wide range of industries to enable digital transformation and cloud migration, drive collaboration among development, operations, security and business teams, accelerate time to market for applications, reduce time to problem resolution, secure applications and infrastructure, understand user behavior and track key business metrics.
About Sakana AI
Founded in July 2023 and based in Tokyo, Sakana AI K.K. (Sakana AI), is a rapidly growing AI R&D company, led by David Ha, Llion Jones, and Ren Ito. Sakana AI has already achieved significant and innovative milestones, including Evolutionary Model Merge, a method for merging multiple AI models, and The AI Scientist, the first comprehensive system for fully automatic scientific discovery, enabling Foundation Models to perform research independently. Beyond research, Sakana AI is deeply committed to the social implementation of its technologies. To develop AI solutions for Japan’s needs and democratize AI, Sakana AI is working with large enterprises and the public sector. For more information, visit https://sakana.ai/blog/
Forward-Looking Statements
This press release may include certain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, or the Securities Act, and Section 21E of the Securities Exchange Act of 1934, as amended including statements on the benefits of new products and features. These forward-looking statements reflect our current views about our plans, intentions, expectations, strategies and prospects, which are based on the information currently available to us and on assumptions we have made. Actual results may differ materially from those described in the forward-looking statements and are subject to a variety of assumptions, uncertainties, risks and factors that are beyond our control, including those risks detailed under the caption “Risk Factors” and elsewhere in our Securities and Exchange Commission filings and reports, including the Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on November 7, 2025, as well as future filings and reports by us. Except as required by law, we undertake no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events, changes in expectations or otherwise.
Press@datadoghq.com
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