And, there’s the fact that Nvidia’s growth is heavily dependent on a handful of hyperscalers. Analysts are raising concerns about those intriguing (a.k.a. strange and suspicious) circular AI deals. That’s where capital flows between cloud providers and AI startups create an artificial loop of GPU purchasing. NVDA needs to show the market that demand is broadening out.Then there’s the Blackwell vs. Rubin Dilemma. Traders are hyper-focused on the transition between chip generations. While current Blackwell sy ...

Core Viewpoint - Tapestry, Inc. (NYSE:TPR) is recognized as a strong investment opportunity in the luxury sector, with multiple analysts raising their price targets and maintaining positive ratings following the company's strong fiscal Q2 2026 results. Group 1: Analyst Ratings and Price Targets - BNP Paribas initiated coverage of Tapestry, Inc. with an Outperform rating and a price target of $176 on February 13 [1] - TD Cowen raised its price target from $150 to $175 while maintaining a Buy rating on February 10 [1] - UBS increased its price target from $125 to $141, keeping a Neutral rating on February 9 [2] Group 2: Financial Performance - Tapestry reported fiscal Q2 2026 revenue of $2.5 billion, reflecting a 14% increase year-over-year [2] - The company achieved pro forma revenue growth of 18%, driven by a 25% increase in the Coach brand [2] Group 3: Operational Metrics and Shareholder Returns - Tapestry expanded its operating margin by 620 basis points on a GAAP basis and 390 basis points on a non-GAAP basis, aided by gross margin improvement and SG&A leverage [3] - The company plans to return $1.5 billion to shareholders through dividends and share repurchases in Fiscal 2026, which is approximately 100% of its anticipated adjusted free cash flow, up from a previous outlook of $1.3 billion [3]

Group 1: Company Developments - Carnival Corporation & plc announced the opening of new voyages by the Holland America Line for 2027-2028, featuring around three dozen itineraries in popular vacation regions such as Mexico, Hawaii, the Panama Canal, and the Pacific Coast, with longer stays in Honolulu and extended exploration of Mexico's Sea of Cortez [1] - The company received a Buy rating reaffirmation from Citi on January 14, with a price target set at $39 [2] - TD Cowen raised the price target for Carnival Corporation to $38 from $35 on January 13 while maintaining a Buy rating, citing strong underlying cruise demand and favorable capacity trends through fiscal 2029 despite temporary Caribbean yield headwinds [3] Group 2: Company Overview - Carnival Corporation & plc operates as a global cruise and luxury leisure travel company, with a diverse portfolio of cruise lines including AIDA Cruises, Carnival Cruise Line, Princess Cruises, Costa Cruises, Cunard, Holland America Line, and P&O Cruises (Australia), among others. Its operations are segmented into North America cruise operations, Europe cruise operations, Cruise Support, and Tour and Other [4]

Core Insights - The gig workforce is increasingly utilizing AI tools, with 94% of gig workers reporting their use, and a significant majority believing that AI enhances their skills and creates new opportunities [1]. Group 1: AI Side Hustles - Short-form video production is a growing area where creators can use AI tools to produce content and earn revenue through brand partnerships [3]. - Repurposing existing content into smaller formats is a viable freelance opportunity, with agencies and brands seeking such services [3]. - Building chatbots and automated workflows for small businesses presents a revenue stream through initial setup fees and ongoing maintenance [4]. - Digital marketing and SEO services are in demand, with freelancers helping companies improve their online presence using AI tools [5]. - Training large language models and creating AI prompts is a significant growth area, offering freelance opportunities [6]. - Resume and LinkedIn optimization services using AI tools are consistently needed, especially during high unemployment periods [7]. - Audio services, including audiobook narration and podcast editing, are increasingly sought after, leveraging AI-powered audio tools [8]. Group 2: Getting Started - Steps to initiate an AI side hustle are outlined, providing guidance for individuals looking to enter this market [9][10].

Currently valued at approximately $10.5 billion by market capitalization, shares of this social media platform have struggled to stay afloat on Wall Street. The stock’s weakness reflects a tough mix of soft financial guidance, tariff-related headwinds, less-than-stellar quarterly reports, and mounting competitive pressure from artificial intelligence (AI)-integrated platforms, as well as larger social media giants like TikTok and Instagram.Founded in 2010, California-based Pinterest is a visual search and d ...

Shares of Meta Platforms have been under pressure of late, but the firm's latest quarterly results led to a 10% pop in the share price after the numbers handily beat Street expectations. Revenue grew by an impressive 24% from the previous year to $59.9 billion, powered by a 6% year-over-year (YOY) increase in average price per ad in Q4 2025. Earnings were also up, rising by 11% in the same period to $8.88 per share, outpacing the consensus estimate of $8.21 per share.This begs the question: Is this most rec ...

Even as stablecoins gain popularity, Aaron Marks and Joseph Hayes believe the technology is still primarily used by crypto natives and people in emerging markets. Now, the two former credit card execs have founded a startup called Rhythmic to bring stablecoins to the broader market. Rhythmic’s strategy revolves around partnering with consumer-facing companies to provide cash back, rewards programs, and other financial products for the brands’ customers. Rhythmic announced on Thursday that it raised a $4 ...

With a market cap of $30.6 billion, Ulta Beauty, Inc. (ULTA) is a specialty beauty retailer offering a wide range of branded and private-label products across cosmetics, fragrance, haircare, skincare, and bath and body, along with in-store beauty services such as hair, makeup, brow, and skin treatments. It operates across the United States, Mexico, and Kuwait through its stores, digital platforms, and mobile applications. Shares of the beauty products retailer have surpassed the broader market over the p ...

Core Viewpoint - Janux Therapeutics, Inc. (NASDAQ:JANX) is recognized as a promising immunotherapy stock, particularly following its collaboration with Bristol Myers Squibb, which is expected to enhance its development capabilities in solid tumor oncology [1][2]. Group 1: Collaboration and Agreement - Janux Therapeutics announced a collaboration and exclusive worldwide license agreement with Bristol Myers Squibb to develop a novel tumor-activated therapeutic targeting a validated solid tumor antigen [1]. - The agreement stipulates that Janux will handle preclinical development up to IND submission, while Bristol Myers Squibb will manage the IND and subsequent global commercialization [2]. - Janux will remain actively involved in supporting Bristol Myers Squibb through the completion of the first Phase 1 clinical study [2]. Group 2: Company Overview - Janux Therapeutics is a preclinical stage biopharmaceutical company focused on developing therapeutics based on the Tumor Activated T Cell Engager platform technology [3]. - The company specializes in tumor-activated immunotherapies for cancer through two bispecific platforms: Tumor Activated T Cell Engagers (TRACTr) and Tumor Activated Immunomodulators (TRACIr) [3].

Key Takeaways The average American mortgage balance reached $258,214 in mid-2025. Mortgage balances vary widely by age: Millennials carry the most mortgage debt of any generation, nearly $125,000 more than Baby Boomers. New homebuyers in December had a median monthly payment of $2,025. Americans with mortgages already know the sting of the modern housing market. What they might not know is how their pain compares to everyone else's. The average American with a mortgage carried a balance of $258,2 ...