Core Viewpoint - Taiwan Semiconductor Manufacturing Company (TSMC) is positioned to potentially join the $3 trillion market cap club, driven by its leadership in advanced semiconductor manufacturing and strong financial performance [2][3]. Company Overview - TSMC is the world's largest semiconductor foundry with a market capitalization of $1.9 trillion, holding a 71% share of the global chip market and producing over 90% of the most advanced semiconductors [5][9]. - The company has transitioned from generating most of its revenue from smartphone chips to advanced chips for AI, data centers, and high-performance computing, which now account for 55% of its sales [6]. Financial Performance - In Q4, TSMC reported revenue of $33.7 billion, a 26% year-over-year increase, and earnings per American Depository share of $3.14, up 35% [7]. - The gross margin improved to 59.9%, up 380 basis points, and the operating margin increased to 50.8%, up 510 basis points, indicating enhanced operational leverage [8]. - The company forecasts Q1 revenue of $35.2 billion, representing a 38% year-over-year growth [8]. Market Position and Future Outlook - Analysts project TSMC's revenue to reach $157.8 billion by 2026, with expectations of $193.9 billion and $232.8 billion in 2027 and 2028, respectively, positioning the company for a potential $3 trillion market cap by 2029 [10][11]. - The demand for high-end semiconductors is expected to grow, with annual sales projected to approach $1 trillion by 2026, benefiting TSMC as a leading provider [12].

Alphabet's massive capital expenditure plans are great news for computing providers.Listening to other companies' earnings reports outside of the ones you invest in is an important task for investors. You can pick up lots of useful information, especially from the customers of companies that you're invested in.One of the companies to report earnings recently dropped a bombshell that should make Nvidia (NVDA 2.21%) and Broadcom (AVGO 1.87%) investors jump for joy. Alphabet (GOOG 1.10%) (GOOGL 1.06%) told inv ...

The stock of Knight-Swift Transportation Holdings Inc. has been delivering consistent positive results in the last few months. But recently, one of their executive vice presidents recently liquidated their entire stake in the company. Michael K Liu, EVP - Operations at Knight-Swift (KNX 0.65%), disposed of 1,243 directly held shares in an open-market sale on Feb. 4, 2026, fully exiting his direct equity position according to a SEC Form 4 filing. Transaction summary MetricValueShares sold (direct)1,243Transa ...

Core Insights - Robinhood demonstrated its ability to operate profitably at scale in 2025, achieving improved profitability, diversified revenue, and inclusion in the S&P 500, marking a significant credibility milestone [1] - The focus for 2026 shifts from growth to stabilization, integration, and disciplined scaling, with three key areas for investors to monitor closely [1] Group 1: Revenue Stability - Recurring revenue must continue to scale, as transaction revenue accounted for 60% of total revenue in Q4 2025, indicating a need for a more balanced revenue mix [3][4] - Growth in Robinhood Gold subscriptions, stability in interest income, and monetization of card and cash management are critical for reducing reliance on transaction-based revenue [4] Group 2: Earnings Volatility - Earnings volatility must decline, as quarterly results are still influenced by crypto and options activity; predictability is essential for a company now in the S&P 500 [5][6] - Markets favor stability over volatility, and a reduction in dependence on short-term trading enthusiasm could enhance Robinhood's valuation profile [5] Group 3: Product Ecosystem - Product expansion must translate into ecosystem depth, with a focus on integrating new features to reinforce each other rather than merely launching new products [7] - The success of Robinhood in 2026 will depend on how well new products enhance the overall stickiness of the platform, increasing customer lifetime value [8] Group 4: Investor Implications - 2026 will be a critical year for Robinhood to transition from momentum-driven growth to disciplined compounding, with key metrics including recurring revenue expansion, reduced volatility, and strengthened ecosystem depth [9][10] - Investors should monitor smaller quarter-to-quarter revenue swings, stable operating margins, and consistent net income even in a cooling trading environment [10][11]

Maze Therapeutics has been flourishing as a stock and in its operations, which is one of the reasons its Chief Medical Officer's recent share sale shouldn't raise concerns for investors. On Feb. 2, 2026, Harold Bernstein, President, R&D & CMO of Maze Therapeutics (MAZE 2.04%), exercised 15,000 options and immediately sold the resulting shares in an open-market transaction, fully divesting his direct ownership, according to a SEC Form 4 filing. Transaction summaryMetricValueShares sold (direct)15,000Transact ...

Core Insights - Grindr was close to going private after majority owners sought to remove it from the public market, but discussions ended and one owner sold shares [1][6] Transaction Summary - Majority owner James Lu sold 1.45 million shares of Grindr for a total transaction value of $14.6 million [2] - Post-transaction, Lu holds only 4,455 shares directly, while indirect holdings are reduced to 18,432,101 shares [2][8] Company Overview - Grindr Inc. operates a social networking and dating app for LGBTQ communities, utilizing a dual revenue model of advertising and premium subscriptions [5] - As of February 14, 2026, Grindr's market capitalization is $1.86 billion, with a revenue of $411.55 million and a one-year price change of -45.54% [4] Recent Developments - Lu and fellow majority owner Raymond Zage previously proposed a buyout at $18 per share, significantly above the current price, but negotiations were terminated due to financing concerns [6][9] - The company is under investigation for potential breaches of fiduciary duties related to the termination of buyout negotiations [9] Subscription Service Pilot - Grindr is testing a new subscription service called "Edge," which offers AI-powered features, with proposed prices reaching as high as $499, significantly higher than its current highest subscription of $44.99 [9][10]

Core Viewpoint - Duolingo's 70% stock price drop is seen as unjustified given its strong fundamentals and potential for significant returns, particularly as it prepares to report earnings on February 26 [1][9]. Company Performance - Duolingo's stock price fell from over $500 per share last year to approximately $100 per share, indicating an overreaction by the market [2]. - The company has over 50 million daily active users and reported a 41% year-over-year revenue growth in Q3 [8]. - The total number of paid subscribers increased by 34% year-over-year, reaching 11.5 million in Q3 [8]. Market Concerns - Investors are worried that advancements in AI could render Duolingo obsolete, especially with competitors like T-Mobile introducing features that translate languages in real-time [4][5]. - AI models such as ChatGPT and Grok are perceived as threats, as they can provide language learning resources and quizzes [5][7]. Industry Context - The fear surrounding AI's impact on language learning is not new, as AI technologies have been available for several years, and Duolingo has continued to grow despite these advancements [7]. - The fastest-growing subject on Duolingo's platform is chess, indicating diversification beyond traditional language learning [8].

XRP has dropped by 25% so far in 2026.Less than two months into 2026, growth investors have been hard-pressed on where to make money. Certain pockets of the artificial intelligence (AI) realm, such as software stocks, are getting clobbered while speculative opportunities in cryptocurrency are plummeting. So far this year, XRP (XRP 5.13%) has cratered by 25%. Could XRP's sell-off be an opportunity to buy the dip, or is the token headed even further south?Why is crypto crashing?One of the interesting aspects ...

Core Viewpoint - The article discusses the potential of Micron Technology as a key player in the AI hardware market, highlighting its growth opportunities amidst the increasing demand for memory hardware driven by AI applications [1][2][11]. Industry Overview - Hardware and infrastructure companies have been significant beneficiaries of the AI boom, with a focus on memory hardware being crucial for AI applications [1][2]. - The demand for memory hardware, particularly dynamic random access memory (DRAM), is expected to rise sharply, leading to a projected 50% increase in RAM prices in Q1 2026 [6]. Company Analysis - Micron Technology is one of the three major players in the memory hardware market, alongside Samsung and SK Hynix, and has shifted its focus from consumer PC markets to AI-driven memory solutions [6][7]. - The company recently initiated the construction of a $100 billion semiconductor factory in New York, which will be the largest in the U.S. and aims to employ over 9,000 people [8]. Financial Performance - Micron reported a 57% year-over-year revenue increase for Q1 of fiscal 2026, reaching $13.6 billion, with DRAM accounting for 79% of this revenue [9]. - The company boasts a gross margin of 56.8%, an operating margin of 32.5%, and a net margin of 28.15%, indicating strong profitability [10]. - Micron's forward price-to-earnings (P/E) ratio stands at 10.57, which, when adjusted for growth (PEG ratio of 1.12), presents an attractive investment opportunity compared to Samsung's PEG ratio of 3.31 [10][11].

Don't let your savings efforts go to waste.The money to fund your retirement has to come from somewhere. And you shouldn't expect it to come from Social Security alone.Those benefits might replace about 40% of your pre-retirement income if you earn an average paycheck. But most retirees need considerably more than 40% of their former pay to live comfortably. And it's important to save on your own to bridge that gap. If you have access to a 401(k) plan through your job, you have a prime opportunity to build ...