Core Viewpoint - Rosen Law Firm is reminding investors who purchased common stock of Integer Holdings Corporation during the specified class period of the upcoming lead plaintiff deadline for a class action lawsuit [1][2]. Group 1: Class Action Details - Investors who bought Integer common stock between July 25, 2024, and October 22, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by February 9, 2026 [3]. - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a successful track record in securities class actions [4]. Group 2: Allegations Against Integer Holdings - The lawsuit alleges that Integer Holdings made materially false and misleading statements regarding its competitive position in the electrophysiology manufacturing market [5]. - It is claimed that Integer overstated its visibility into customer demand while experiencing a decline in sales for two of its electrophysiology devices [5]. - The lawsuit asserts that Integer mischaracterized its electrophysiology devices as long-term growth drivers for its cardio and vascular segment, leading to misleading positive statements about its business and operations [5].

Core Viewpoint - AMD is facing challenges in its data center business, particularly due to reliance on a single AI customer, OpenAI, which may impact future GPU sales [3][5][12] Group 1: AMD's Market Position and Financials - AMD's stock is currently more expensive than Nvidia's, with a P/E ratio of 49.9 compared to Nvidia's 43.5 [14] - AMD generated total revenue of $34.6 billion in 2025, with the data center segment contributing a record $16.6 billion, reflecting a 32% year-over-year growth [12] - The company anticipates that its data center revenue could grow by 60% annually over the next three to five years, driven by AI hardware sales [13] Group 2: OpenAI Relationship and Challenges - OpenAI, valued at over $500 billion, has committed to purchasing up to 6 gigawatts of GPU compute capacity from AMD by 2030 [6][7] - Concerns have arisen regarding OpenAI's ability to meet its financial obligations, as it currently generates around $20 billion in annualized revenue [7] - AMD's CEO reassured investors that OpenAI will receive its first batch of MI450 GPUs in the second half of 2026 as planned [9] Group 3: Future Outlook and Investment Considerations - Despite AMD's strong revenue growth, the company's reliance on OpenAI poses a risk to its future performance [3][15] - The potential for further downside in AMD's stock price exists due to its high valuation, suggesting that investors may find better buying opportunities in the coming months [16]

Group 1 - The article provides a market analysis covering major indices such as S&P 500, Dow Jones Industrial Average, and US Small Cap 2000, along with a focus on Cisco Systems Inc [1] Group 2 - The analysis highlights the performance trends of the S&P 500 and Dow Jones, indicating fluctuations in market sentiment and investor confidence [1] - It discusses the implications of these trends for small-cap stocks, particularly in the context of economic recovery and growth potential [1] - Cisco Systems Inc is analyzed in terms of its market position and financial performance, reflecting broader industry trends [1]

Core Insights - The article compares two prominent crypto-focused ETFs: Fidelity Wise Origin Bitcoin Fund (FBTC) and Grayscale CoinDesk Crypto 5 ETF (GDLC), highlighting their differing cost structures, asset compositions, and liquidity profiles [2][3]. Cost Structure - FBTC has a lower expense ratio of 0.25%, while GDLC charges 0.59%, making FBTC the more affordable option [3][9]. - As of January 30, 2026, FBTC has an AUM of $16.08 billion compared to GDLC's $538.8 million, indicating FBTC's significantly larger scale [3][10]. Performance Metrics - Over a two-year period, FBTC experienced a max drawdown of 33.28%, while GDLC had a max drawdown of 36.94% [4]. - A $1,000 investment in FBTC would have grown to $1,961, whereas the same investment in GDLC would have grown to $2,794 over the same period [4]. Asset Composition - FBTC primarily offers direct exposure to Bitcoin, holding almost the entire portfolio in Bitcoin, with negligible allocations to other assets [5]. - GDLC, on the other hand, holds a diversified basket of five large-cap digital assets, with Bitcoin, Ethereum, and BNB making up 93.12% of its holdings [7][10]. Investor Considerations - Investors seeking direct Bitcoin exposure may prefer FBTC due to its lower fees and concentrated investment strategy [9]. - GDLC provides a more diversified approach, which may mitigate some volatility associated with Bitcoin, but it comes with a higher expense ratio [10].

These ten large-cap stocks were top performers last week. Are they a part of your portfolio?Lumentum Holdings Inc. (NASDAQ:LITE) gained 36.02% this week after the company reported better-than-expected second-quarter financial results and issued third-quarter guidance above estimates. Also, multiple firms raised their respective price targets on the stock.Saia, Inc. (NASDAQ:SAIA) jumped 23.07% this week. Shares of transportation companies gained ground amid declining oil prices.Westlake Corporation (NYSE:WLK ...

These ten large-cap stocks were the worst performers last week. Are they a part of your portfolio ?PayPal Holdings, Inc. (NASDAQ: PYPL ) decreased 22.92% this week after the company reported worse-than-expected fourth-quarter financial results and named Enrique Lore As CEO. Also, multiple analysts lowered their price forecast on the stock .Novo Nordisk (NYSE:NVO) decreased 17.75% this week after the company reported fourth-quarter financial results. The company expects FY26 adjusted sales guidance to declin ...

Amazon - Amazon is a dominant player in e-commerce and cloud computing, benefiting long-term shareholders through innovation and multiple revenue streams [3][8] - The company's online retail business has a competitive advantage due to its extensive infrastructure and same-day delivery capabilities, with its AI-powered shopping assistant reaching 250 million active users and projected to generate $10 billion in incremental annualized sales by 2025 [4][6] - Amazon's advertising revenue has an annual run rate of $85 billion, with a 22% year-over-year increase in the fourth quarter, positioning the company to benefit from the shift of ad spending to digital platforms [6] - Amazon Web Services (AWS) is a key growth driver, with a 24% year-over-year revenue increase in the fourth quarter, contributing to approximately half of Amazon's profits [7] - Analysts project Amazon's earnings per share to grow at an annualized rate of 17% in the coming years, indicating strong prospects for the business [8] Booking Holdings - Booking Holdings operates several well-known travel platforms, including Booking.com and Priceline, and has built a competitive advantage through loyalty rewards and its Connected Trips initiative [9] - The company reported 323 million room nights in the third quarter, an 8% year-over-year increase, leading to a 13% rise in revenue and a 19% increase in adjusted earnings per share [11] - Management targets 8% annual growth in gross bookings and revenue, aiming for a 15% rise in adjusted earnings, while investing in AI capabilities for personalized recommendations [12] - With a consistent operating history and prospects for double-digit earnings growth, Booking Holdings is positioned as a strong investment in the growing travel industry [13]

Group 1 - The article discusses the profitability of regulated utilities, highlighting that while they do not grow quickly or attract significant media attention, they tend to be highly profitable businesses [1] - Essential Utilities (WTRG) is specifically mentioned as an example of a company in this sector, reinforcing the notion that "boring" businesses can yield substantial returns [1] Group 2 - The author emphasizes the importance of data-driven insights in maximizing profitability, indicating a trend towards analytical approaches in financial decision-making [1]

Core Insights - The article discusses the downgrade of Rocket Lab stock (NASDAQ: RKLB) to a sell rating due to a sales-driven valuation indicating the stock is approximately 20% overvalued in the best-case scenario [1]. Group 1: Company Analysis - Rocket Lab's stock price has experienced a significant decline amidst broader market trends [1]. - The analysis is conducted by an experienced aerospace, defense, and airline analyst who emphasizes data-informed investment ideas [1]. Group 2: Industry Context - The aerospace, defense, and airline sectors are highlighted as having significant growth prospects, with the analyst providing context to developments that may impact investment theses [1].

This is The Takeaway from today's Morning Brief, which you can sign up to receive in your inbox every morning along with: What we're watching What we're reading Economic data releases and earnings If you are looking to be consoled after 25% in value was sliced off your software stock holdings this week, then click out of this and go about your day. Because I'm not here to offer up sloppy kisses and warm hugs. I'm in a mood to dish out some pain on two fronts. One is to you — the investors I love so ...