S&P 500: AI CAPEX Reality Check
Seeking Alpha· 2026-02-09 19:45
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Economy has 'very good prospects' but there are 'bumps in the road,' Forbes warns
Youtube· 2026-02-09 19:45
All right. Now, this Treasury Secretary Bessend says he has high hopes for the economy this year. Listen, >> we are seeing the cyclical components of the market expand.So, that's why the Dow hit a new high. But importantly, the Russell, which is the small cap index, has hit a new high. We're seeing the industrial sectors under the market hit new highs.And in my 3540 years on Wall Street, that tells me Wall Street is telling you that Main Street is about to prosper. We are seeing a big cyclical recovery. The ...
SLM DEADLINE: ROSEN, LEADING INVESTOR COUNSEL, Encourages SLM Corporation a/k/a Sallie Mae Investors to Secure Counsel Before Important Deadline in Securities Class Action – SLM
Globenewswire· 2026-02-09 19:45
NEW YORK, Feb. 09, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds persons who invested in securities of SLM Corporation a/k/a Sallie Mae (NASDAQ: SLM) between July 25, 2025 and August 14, 2025, both dates inclusive (the “Class Period”), of the important February 17, 2026 lead plaintiff deadline. SO WHAT: If you purchased SLM securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingenc ...
Buy the Dip on This Biotech Stock After Recent Fall
Schaeffers Investment Research· 2026-02-09 19:44
BridgeBio Pharma Inc (NASDAQ:BBIO) stock pulled back sharply from its Jan. 22 record high of $81.33, marking a three-month low after Pfizer withdrew a tafamidis patent in the European Union (EU). Shares were last seen up 5.2% to trade at $71.57 today, however. Given layers of technical support, including the ascending 100-day moving average, the stock is still showing solid strength.According to Schaeffer's Senior Quantitative Analyst Rocky White, BBIO is within 0.75 of its 100-day moving average's 20-day a ...
Arrow Electronics Launches Initiative to Support Next-Generation Vehicle E/E Architecture
Businesswire· 2026-02-09 19:43
Share CENTENNIAL, Colo.--(BUSINESS WIRE)--Arrow Electronics (NYSE:ARW) has launched a strategic initiative and research hub to support next-generation vehicle electrical and electronic (E/E) architecture. "E/E architecture is the cornerstone of the modern automotive revolution, enabling the transition from hardware-centric machines to intelligent, software-defined mobility.†Strengthening the Automotive Ecosystem "E/E architecture is the cornerstone of the modern automotive revolution, enabling the transit ...
Eric Schmidt-backed data center venture is negotiating a major deal with Google
Business Insider· 2026-02-09 19:41
Core Insights - Bolt Data and Energy, co-founded by former Google CEO Eric Schmidt, is negotiating a deal to start construction on a large data center project in West Texas [1][2] - Google is considering a commitment of 250 megawatts for this project, although the exact size of the potential transaction is still under discussion [2][3] - The deal underscores the competitive landscape among Big Tech companies to secure necessary resources for AI development, despite the associated costs and risks [4] Company Developments - Bolt completed its first funding round in December, raising $150 million, including $50 million from Texas Pacific Land Corporation (TPL), which owns significant land in West Texas [8] - TPL's land will provide Bolt with access to essential resources like power and water, which are increasingly strained due to the surge in data center developments [9] - Bolt's initial plan includes a 250 megawatt facility, with potential expansion to a 5 gigawatt campus in increments of 250-500 megawatts [9] Industry Trends - The AI race has prompted several large-scale data center projects in Texas, including an 11-gigawatt campus planned by Fermi, co-founded by former Texas governor Rick Perry [10] - Major banks have faced challenges in selling off $38 billion in loans for data center construction due to concerns over Oracle's credit amid its AI spending [12] - Oracle plans to raise up to $50 billion in debt and equity by 2026 to support its AI initiatives while maintaining a solid investment-grade balance sheet [13] - Alphabet, Google's parent company, announced plans to spend between $175 and $185 billion on capital expenditures in 2026, primarily for AI infrastructure [13] - A significant wave of spending on AI has been reported by major tech companies, with Amazon planning to spend $200 billion this year alone [14]
Gold "Overbought" Not "Over Owned," Silver's Rebound After "Unsustainable" Rally
Youtube· 2026-02-09 19:40
It's time now for the 360 round. For that, let's bring in our panel to discuss gold and silver prices of late. Joining us now, Tom Graph, chief investment officer at Facet, and Akash Doshi, the head of gold strategy at State Street Investment Management.Thank you both for being with us today. Akos, let's start with you. Um, what are your takeaways from some of this action we've seen of late.You know, we saw these record-breaking prices and then we've seen them significantly pull back. Today, we're coming ba ...
Tech Pullback Explained: Where Smart Money Rotates Next
Youtube· 2026-02-09 19:40
After a volatile week for stocks and crypto, all eyes are on what comes next. Joining us now to preview the week ahead is Jay Woods, chief market strategist at Freedom Capital Markets. Jay, great to have you here at the desk.>> Great to be back. >> All right, so before we take a look at the week ahead, let's talk about the week that was. We saw a total tech wreck, software meltdown.We saw Bitcoin down to 60K. It has since rebounded. We had the Dow hitting 50,000 an all-time high.Is that healthy market rotat ...
Sterling Capital’s SCEP Blends AI With Human Stock Picking
Etftrends· 2026-02-09 19:39
Sterling Capital Management launched the Sterling Capital Hedged Equity Premium Income ETF (SCEP) last year. The actively managed fund uses artificial intelligence for idea generation, and human intelligence for portfolio construction to deliver a best ideas U.S. equity allocation, while employing options strategies to generate income and protect against market drops, according to Whitney Stewart, executive director at Sterling Capital. The fund, which began trading December 12 and currently manages $214.1 ...
Microsoft’s AI Spend Looks Scary, Until You Run The Numbers (NASDAQ:MSFT)
Seeking Alpha· 2026-02-09 19:39
Core Viewpoint - Microsoft Corporation's stock has experienced a significant increase following its $10 billion investment in OpenAI, but has since lost about 25% of its value since peaking in late October [1]. Group 1: Investment Performance - Microsoft Corporation's stock has mostly trended upwards since the investment in OpenAI [1]. - The stock has lost approximately 25% of its value from its peak in late October [1]. Group 2: Investment Strategy - The analysis emphasizes the importance of quantitative methods for identifying undervalued stocks across various industries [1]. - The belief is that numerical data often provides a more realistic picture of a company's prospects compared to narrative [1].