Core Viewpoint - Big Tech companies have experienced a significant decline in market capitalization, losing over $1 trillion due to concerns over AI spending and capital expenditures [1]. Group 1: Market Performance - Microsoft, Nvidia, Oracle, Meta, Amazon, and Alphabet all saw their shares decline in the week leading up to Thursday's market close, driven by fears surrounding AI spending [1]. - Amazon's shares fell by 7% in premarket trading on Friday, while Alphabet decreased by 0.7%, and Meta remained largely unchanged; Oracle, Nvidia, and Microsoft saw slight increases in the low single-digit percentages [2]. Group 2: Capital Expenditure Plans - Big Tech companies announced plans to invest $660 billion into AI this year, a figure that exceeds the GDP of several countries, including the United Arab Emirates, Singapore, and Israel [2]. Group 3: Industry Sentiment and Volatility - Companies developing hardware for AI are expected to face ongoing volatility as market sentiment shifts, with concerns about capital expenditures related to large language model (LLM) build-outs and the potential for over-expansion of capacity [3]. - Investment director Paul Markham highlighted that questions regarding the extent of capital expenditures and the eventual return on investment will persist in the industry [3].

Core Insights - Rheinmetall AG's shares experienced a decline of approximately 6.4% following an analyst briefing, although the stock remains up 9% since the beginning of the period [1] Group 1: Company Overview - Rheinmetall AG is involved in the aerospace and defense sectors, with significant growth prospects highlighted by industry analysts [1] Group 2: Analyst Insights - Dhierin-Perkash Bechai, an aerospace, defense, and airline analyst, leads The Aerospace Forum, focusing on identifying investment opportunities within these industries [1] - The analysis provided by Dhierin is data-driven, offering context to industry developments and their potential impact on investment strategies [1]

Newell Brands is cutting prices by up to 15% at its Rubbermaid food storage brand and on several core items in baby-care portfolio Graco, a spokesperson told Reuters on Friday. ...

If you want full access to all our reports, data and investing ideas, join The Aerospace Forum , the #1 aerospace, defense and airline investment research service on Seeking Alpha, with access to evoX Data Analytics, our in-house developed data analytics platform.Shares of Rheinmetall AG ( RNMBF , RNMBY , RHM:CA ) came under pressure following an analyst briefing . The stock lost around 6.4% of its value, but we note that the stock is still up 9% sinceDhierin-Perkash Bechai is an aerospace, defense and airl ...

London's FTSE 100 ticked higher on Friday, as gains in heavyweight lenders offset another slide in data analytics firm RELX, which joined a global selloff this week on fears over disruption from advan... ...

Molina Healthcare stock plunged after a disappointing fourth-quarter earnings report. ...

Core Viewpoint - The company aims to generate a 7%+ income yield by investing in a portfolio of energy stocks while minimizing the risk of principal loss [1] Group 1 - The service offers subscribers access to exclusive investment ideas earlier than they are released to the general public, with many ideas not being released at all [1] - Subscribers receive more in-depth research compared to what is available to the general public [1] - A two-week free trial is currently being offered for the service [1]

The most oversold stocks in the materials sector presents an opportunity to buy into undervalued companies.Here's the latest list of major oversold players in this sector, having an RSI near or below 30.Dolly Varden Silver Corp (NYSE:DVS)Vizsla Silver Corp (NYSE:VZLA)Precious metals shares traded lower on Thursday as gold and silver sell off from recent strength. The company's stock fell around 27% over the past month and has a 52-week low of $1.69.RSI Value: 26.2VZLA Price Action: Shares of Vizsla Silver f ...

The most oversold stocks in the materials sector presents an opportunity to buy into undervalued companies.Here's the latest list of major oversold players in this sector, having an RSI near or below 30.Dolly Varden Silver Corp (NYSE:DVS)Vizsla Silver Corp (NYSE:VZLA)Precious metals shares traded lower on Thursday as gold and silver sell off from recent strength. The company's stock fell around 27% over the past month and has a 52-week low of $1.69.RSI Value: 26.2VZLA Price Action: Shares of Vizsla Silver f ...

NEW YORK--(BUSINESS WIRE)--Ubiquiti Inc. (NYSE: UI) ("Ubiquiti" or the "Company") today announced its financial results for the second quarter ended December 31, 2025. Second Quarter Fiscal 2026 Financial Summary Revenues of $814.9 million GAAP diluted EPS of $3.86 Non-GAAP diluted EPS of $3.88 Additional Financial Highlight The Company's Board of Directors declared a $0.80 per share cash dividend payable on February 23, 2026 to shareholders of record at the close of business on February 17, 20. ...