SEI Investments

Business

Microsoft's AI Ambition Faces Investor Scrutiny: Heavy Spending, OpenAI Reliance Cloud Growth Narrative

Microsoft's aggressive push into AI, marked by massive infrastructure spending and a deepening partnership with OpenAI, is facing a reality check from investors. Despite robust financials, concerns over capital intensity and concentrated risk triggered the stock's sharpest single-day drop in years, signaling a pivotal moment for the tech giant's cloud valuation story.

Feb 2, 2026

Business

Nvidia's Path to Millionaire Returns: A Realistic Look Beyond the Hype

While Nvidia's explosive past growth is legendary, its current $4.5 trillion valuation makes a single-stock millionaire story improbable. However, its pivotal role in the AI boom positions it as a powerful engine for market-beating returns, a critical component in any long-term wealth-building strategy.

Feb 2, 2026

Business

RoundTable Healthcare Partners Acquires Colorescience, Bolstering Portfolio with Fast-Growing Skincare Brand

Private equity firm RoundTable Healthcare Partners has acquired the dermatologist-trusted skincare and sun protection brand Colorescience from 1315 Capital, as the company's annual sales approach the $100 million mark.

Feb 2, 2026

Business

Alphabet's Q4 Earnings Preview: AI Momentum and Lofty Expectations

As Alphabet prepares to report its fourth-quarter results, investors are weighing the company's robust AI-driven growth against a stock that may have already priced in much of the good news.

Feb 2, 2026

Business

Alphabet's Q4 Earnings: Can the Tech Giant Extend Its Record Rally?

As Alphabet prepares to report its fourth-quarter results, traders are bracing for significant stock movement. The focus is on whether strong performance in cloud and AI can justify its recent surge and sustain momentum amid heightened investor scrutiny.

Feb 2, 2026

Business

Meta Poised to Lead 'Magnificent Seven' in 2026, Betting Big on AI Pivot

While its metaverse venture stumbles, Meta Platforms' core advertising engine and strategic shift toward artificial intelligence are convincing analysts it remains the top contender for outperformance among tech's elite group by 2026.

Feb 2, 2026

Business

Microsoft's $750M Perplexity Deal Highlights Azure's AI Ambitions Amid Investor Jitters

Microsoft secures a major cloud agreement with AI search firm Perplexity, even as its stock faces pressure following a post-earnings selloff. The deal underscores Azure's growing appeal to AI startups, but questions linger over the tech giant's capacity constraints and investment priorities.

Feb 2, 2026

Business

Foreclosed 432 Park Avenue Penthouse Finds Buyer at $50 Million Amid Tower's Legal Woes

A full-floor residence at the troubled supertall 432 Park Avenue, previously owned by developer Harry Macklowe, has sold for over $50 million following a foreclosure, as the building grapples with lawsuits over alleged structural defects.

Feb 2, 2026

Business

Beyond the 401(k): Mapping the Multi-Stream Income Landscape for the 2026 Retiree

As the traditional three-legged stool of retirement income evolves, future retirees must navigate a complex mix of Social Security, savings, and side gigs. We break down the key sources and strategies for building a resilient income portfolio.

Feb 2, 2026

Business

Uber's Earnings in Focus: Robotaxi Ambitions Collide with Regulatory Headwinds

As Uber Technologies prepares to report earnings, investors are weighing the long-term promise of its autonomous vehicle initiatives against immediate regulatory cost pressures in key markets like New York and France.

Feb 2, 2026

Business

Barclays Reshuffles Top Ranks, Bolstering Key Divisions Ahead of EU Headquarters Move

Barclays PLC announces a series of senior leadership appointments across its securitized products, payments, and European operations, signaling strategic focus areas as it prepares to relocate its EU hub to Paris.

Feb 2, 2026

Business

German Chancellor Merz Urges Breakthrough for Unified EU Capital Market to Rival U.S.

German Chancellor Friedrich Merz has called for urgent action to dismantle barriers and create a truly integrated European capital market, arguing it is essential for the bloc's economic competitiveness and to keep innovative firms from listing abroad.

Feb 2, 2026

Business

Lean Hog Futures Rally on Strong Demand and Investor Optimism

Lean hog futures surged at midday, with front-month contracts gaining $2 to $2.25, buoyed by strong managed money inflows and firming wholesale pork values. The rally continues despite lighter-than-usual cash market activity.

Feb 2, 2026

World

U.S. Intensifies Counterterrorism Campaign in Somalia Amid Growing ISIS Threat to Homeland

The United States has dramatically escalated airstrikes in Somalia, conducting over 150 missions since 2025, as military officials warn of a direct threat from ISIS-affiliated groups plotting attacks against American soil.

Feb 2, 2026

Business

AI Model Projects Cloudflare Stock Could See Near-Term Pullback, Despite Long-Term Edge Computing Optimism

An AI-driven analysis suggests Cloudflare (NET) shares may face headwinds over the next two months, projecting an average price near $168. The forecast contrasts with bullish long-term analyst views, highlighting the tension between immediate technical signals and the company's strategic positioning in edge security and AI infrastructure.

Feb 2, 2026

Business

Disney Shares Tumble Over 6% as Leadership Transition Clouds Solid Earnings

Walt Disney Co. shares fell sharply Thursday following its Q1 2026 earnings report, as investor focus shifted from beating profit expectations to uncertainty surrounding CEO Bob Iger's successor and cautious guidance on park attendance.

Feb 2, 2026

Business

End of an Era: Eddie Bauer, Outdoor Retail Pioneer, Poised to Shutter All North American Stores

The 104-year-old Seattle-based outdoor institution, once boasting nearly 600 stores globally, is reportedly preparing for a Chapter 11 bankruptcy filing that would close its roughly 200 remaining brick-and-mortar locations across the continent.

Feb 2, 2026

Business

From Oil to Minerals: U.S. Revives Cold War-Era Stockpile Strategy for Critical Resources

The Trump administration is launching a strategic reserve for rare earths and critical minerals, echoing the 1970s response to the oil crisis, as global competition for tech supply chains intensifies.

Feb 2, 2026

Business

The 'Peanut Butter' Pay Revolution: Why Companies Are Spreading Raises Evenly in 2026

Nearly half of U.S. employers are shifting from merit-based raises to flat, across-the-board pay increases—a move that could provide crucial relief for lower-wage workers amid economic uncertainty.

Feb 2, 2026

Business

Palantir Defies Tech Slump with Stellar Q4, Fueled by Surging U.S. Government and Commercial Contracts

The data analytics firm smashed Wall Street forecasts for the fourth quarter, reporting a 70% revenue surge to $1.4 billion, driven by explosive growth in its U.S. operations. Its bullish outlook for 2025 further signals resilience amid sector-wide anxieties.

Feb 2, 2026