While traditional investment wisdom tells investors to buy a stock at a "low" point, it's fine to do so after a company has had a terrific run, provided you expect more upside, especially over the long run. That brings me to Walmart (WMT 0.73%) and Moderna (MRNA +5.58%). These two stocks have performed well in recent months, but they may still be worth buying given their long-term prospects. 1. Wa...
While traditional investment wisdom tells investors to buy a stock at a "low" point, it's fine to do so after a company has had a terrific run, provided you expect more upside, especially over the long run. That brings me to Walmart (WMT 0.73%) and Moderna (MRNA +5.58%). These two stocks have performed well in recent months, but they may still be worth buying given their long-term prospects. 1. Walmart Walmart's performance over the past six months is an impressive achievement considering the headwinds it faced. Despite tariff-related problems that led to higher expenses for many retailers, Walmart weathered the storm better than most of its peers, partly thanks to its low-price promise. Consumers always want a good deal, especially as the costs of everyday items rise. Walmart provides that and can attract decent foot traffic in its stores as a result, even when things aren't going that well. The company is also one of the leading e-commerce players in the U.S., a niche where it offers lower prices than most competitors. Expand NASDAQ : WMT Walmart Today's Change ( -0.73 %) $ -0.94 Current Price $ 126.97 Key Data Points Market Cap $1.0T Day's Range $ 126.84 - $ 128.09 52wk Range $ 79.81 - $ 134.69 Volume 64K Avg Vol 31M Gross Margin 25.40 % Dividend Yield 0.73 % Walmart proved once again that it can navigate challenging times. Will the stock perform as well this year? It's hard to say. What investors should focus on instead is the company's long-term prospects. Walmart's deep retail footprints across the U.S., its massive purchasing scale that allows it to negotiate terrific deals with suppliers -- cost savings it passes on to customers -- and its willingness to embrace new tech, including artificial intelligence, make it a stock capable of delivering outstanding returns over the long run. Then there is the company's strong dividend program. Walmart is a Dividend King, a member of a group of corporations that have increased their payouts for at least 50 consecutive ...
Iranian operatives made indirect contact with the US the day after attacks began to negotiate an end to the conflict, according to a report in the New York Times. Tyler Kendall reports on Bloomberg Television. (Source: Bloomberg)
Iranian operatives made indirect contact with the US the day after attacks began to negotiate an end to the conflict, according to a report in the New York Times. Tyler Kendall reports on Bloomberg Television. (Source: Bloomberg)
Hong Kong tycoons have downplayed the impact of the escalating Middle East conflict on the city, while expressing confidence in the region’s economic outlook amid continued strikes by the United States and Israel on Iran and Tehran’s retaliatory attacks. Speaking to the media in Beijing on the sidelines of the “two sessions” – the nation’s annual parliamentary meetings – on Wednesday, New World De...
Hong Kong tycoons have downplayed the impact of the escalating Middle East conflict on the city, while expressing confidence in the region’s economic outlook amid continued strikes by the United States and Israel on Iran and Tehran’s retaliatory attacks. Speaking to the media in Beijing on the sidelines of the “two sessions” – the nation’s annual parliamentary meetings – on Wednesday, New World Development scion Adrian Cheng Chi-kong said the Middle East’s economic prospects remained promising. “Most of the Middle East’s economies are mature; we are cautiously optimistic about their prospects,” the Chinese People’s Political Consultative Conference (CPPCC) member said. Advertisement The former heir apparent to the Hong Kong property giant also said the city could benefit from turmoil. “If Hong Kong continues as a superconnector between the mainland and the world while cementing its role as an international financial centre, it will emerge as an excellent safe haven for capital,” he said. Adrian Cheng is the former heir apparent to New World Development. Photo: Handout Cheng’s remarks came after US-Israel strikes on Iran disrupted global supply chains and drove up oil prices, as US President Donald Trump warned the war could last four to five weeks.
Wisconsin Capital Management LLC grew its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 77.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 25,111 shares of the semiconductor manufacturer's stock after purchasing an additional 10,982 shares during the period. Advanced Micro...
Wisconsin Capital Management LLC grew its holdings in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 77.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 25,111 shares of the semiconductor manufacturer's stock after purchasing an additional 10,982 shares during the period. Advanced Micro Devices comprises about 2.1% of Wisconsin Capital Management LLC's portfolio, making the stock its 16th biggest position. Wisconsin Capital Management LLC's holdings in Advanced Micro Devices were worth $4,063,000 at the end of the most recent quarter. Get Advanced Micro Devices alerts: Sign Up Several other hedge funds have also made changes to their positions in the business. Brighton Jones LLC boosted its position in Advanced Micro Devices by 178.2% in the 4th quarter. Brighton Jones LLC now owns 45,956 shares of the semiconductor manufacturer's stock valued at $5,551,000 after buying an additional 29,438 shares during the period. Revolve Wealth Partners LLC raised its stake in shares of Advanced Micro Devices by 2.9% in the fourth quarter. Revolve Wealth Partners LLC now owns 8,283 shares of the semiconductor manufacturer's stock valued at $1,001,000 after acquiring an additional 234 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in Advanced Micro Devices by 125.1% in the second quarter. Sivia Capital Partners LLC now owns 5,344 shares of the semiconductor manufacturer's stock valued at $758,000 after purchasing an additional 2,970 shares during the period. United Bank boosted its holdings in Advanced Micro Devices by 22.0% in the second quarter. United Bank now owns 13,255 shares of the semiconductor manufacturer's stock valued at $1,881,000 after purchasing an additional 2,392 shares during the period. Finally, Schnieders Capital Management LLC. grew its stake in Advanced Micro Devices by 361.0% during the 2nd quarter. Schnieders Capital ...
Varenne Capital Partners lifted its holdings in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 31.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 24,186 shares of the semiconductor manufacturer's stock after acquiring an additional 5,719 shares during the period. Micron Technology a...
Varenne Capital Partners lifted its holdings in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 31.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 24,186 shares of the semiconductor manufacturer's stock after acquiring an additional 5,719 shares during the period. Micron Technology accounts for about 0.8% of Varenne Capital Partners' holdings, making the stock its 17th biggest position. Varenne Capital Partners' holdings in Micron Technology were worth $4,047,000 at the end of the most recent quarter. A number of other institutional investors have also modified their holdings of the business. American Capital Advisory LLC grew its position in Micron Technology by 20.4% during the 3rd quarter. American Capital Advisory LLC now owns 272 shares of the semiconductor manufacturer's stock worth $46,000 after purchasing an additional 46 shares during the last quarter. Lodestone Wealth Management LLC boosted its stake in shares of Micron Technology by 3.2% during the third quarter. Lodestone Wealth Management LLC now owns 1,693 shares of the semiconductor manufacturer's stock worth $283,000 after buying an additional 53 shares during the period. Blue Trust Inc. boosted its stake in shares of Micron Technology by 0.5% during the third quarter. Blue Trust Inc. now owns 10,633 shares of the semiconductor manufacturer's stock worth $1,779,000 after buying an additional 53 shares during the period. Teamwork Financial Advisors LLC grew its holdings in shares of Micron Technology by 0.4% during the third quarter. Teamwork Financial Advisors LLC now owns 14,974 shares of the semiconductor manufacturer's stock worth $2,505,000 after buying an additional 53 shares during the last quarter. Finally, Allen Capital Group LLC increased its position in Micron Technology by 1.2% in the 3rd quarter. Allen Capital Group LLC now owns 4,554 shares of the semiconductor manufacturer...
razihusin/iStock via Getty Images Introduction I recently wrote an article discussing a bunch of defense stocks that saw big gains as a result of the escalation of the Middle East war . There, I talked about some of the companies I've broken down before, like Lockheed Martin ( LMT ) and Northrop Grumman ( NOC ), and I touched on some new names for me. One of those was General Dynamics Corporation ...
razihusin/iStock via Getty Images Introduction I recently wrote an article discussing a bunch of defense stocks that saw big gains as a result of the escalation of the Middle East war . There, I talked about some of the companies I've broken down before, like Lockheed Martin ( LMT ) and Northrop Grumman ( NOC ), and I touched on some new names for me. One of those was General Dynamics Corporation ( GD ), and I noticed this specific stock for a couple of reasons. The first one is the fact that it stands out from this group as having the least impressive stock returns in the last year, which could potentially mean an opportunity. The second one is the current focus of this company on submarines, which, in general, is a fascinating topic to discuss, even if it's not as widely needed for the current warfare scene as fighter jets. So today, I'll break down this stock, take a look at where the company is headed, and try to understand why it lags behind its peers and whether it's a good buying opportunity. Before I begin, I'd like to share a few thoughts I had about defense stocks and the perception of investors of the stocks that "historically" underperform the market. How to look at the defense stocks (not only)? Let's talk about different views on investing, sentiment, and why there are so many disputes about whether to stay long in a stock or sell and never look back. I'll show you a couple of graphs that prove there is little reason to look at the historical performance of the stock and explain why I never give my readers any actionable suggestions, even if I believe what I see is right. This is not the first time I am breaking down a defense sector stock, and I have a large interest in the topic due to my exposure to most of the world's ongoing wars - I am from Ukraine, and all of my family is still living there, while I live in Israel. I got a combo! As my interest in the sector has increased, one of the first companies I broke down was Lockheed Martin , for its bes...
Institutional investor 111 Capital increased its stake in Alphabet Inc. by 35% in the third quarter. Got story updates? Submit your updates here. › According to a recent 13F filing, the institutional investor 111 Capital grew its stake in Alphabet Inc. (NASDAQ:GOOG) by 35.0% during the third quarter. 111 Capital now owns 29,790 shares of the information services provider's stock, valued at $7,255,...
Institutional investor 111 Capital increased its stake in Alphabet Inc. by 35% in the third quarter. Got story updates? Submit your updates here. › According to a recent 13F filing, the institutional investor 111 Capital grew its stake in Alphabet Inc. (NASDAQ:GOOG) by 35.0% during the third quarter. 111 Capital now owns 29,790 shares of the information services provider's stock, valued at $7,255,000 at the end of the reporting period. Why it matters Alphabet, the parent company of Google, is one of the most influential technology companies in the world. Institutional investors closely monitor changes in ownership of Alphabet stock, as it can provide insights into market sentiment and future performance. The details 111 Capital purchased an additional 7,716 shares of Alphabet stock during the third quarter, increasing its total position to 29,790 shares. This represents approximately 1.4% of 111 Capital's overall portfolio. The filing indicates that Alphabet remains one of 111 Capital's top 12 holdings. The 13F filing covers the third quarter of 2026. 111 Capital increased its Alphabet stake during the third quarter of 2026. The players 111 Capital An institutional investor that manages a portfolio of stocks, including a 35% increased stake in Alphabet Inc. Alphabet Inc. A multinational technology holding company that owns Google and other subsidiaries. Got photos? Submit your photos here. ›
Marking its third day of product announcements, Apple ( AAPL ) unveiled its highly anticipated, new low-cost MacBook Neo on Wednesday. “We’re incredibly excited to introduce MacBook Neo, which delivers the magic of the Mac at a breakthrough price,” said John Ternus, Apple’s senior vice president of Hardware Engineering, in a statement . “Built from the ground up to be more affordable for even more...
Marking its third day of product announcements, Apple ( AAPL ) unveiled its highly anticipated, new low-cost MacBook Neo on Wednesday. “We’re incredibly excited to introduce MacBook Neo, which delivers the magic of the Mac at a breakthrough price,” said John Ternus, Apple’s senior vice president of Hardware Engineering, in a statement . “Built from the ground up to be more affordable for even more people, MacBook Neo is a laptop only Apple could create. It features a durable aluminum design in four beautiful colors; a brilliant Liquid Retina display; Apple silicon-powered performance; all-day battery life; a high-quality camera, mics, and speakers; a Magic Keyboard and Multi-Touch trackpad; and the intuitive and powerful features of macOS. There is simply no other laptop like it.” The new 13-inch, 2.7-pound MacBook Neo is powered by the A18 Pro processor, which first appeared in the iPhone 16 Pro, Apple said. It will come in four colors: silver, indigo, blush, and citrus, and it sports side-firing speakers. It also has 16-hour battery life, 2 USB-C ports, and a trackpad. The new addition to the MacBook line also contains a 1080p webcam, a headphone jack, and some higher-end models will have Touch ID, Apple added. The MacBook Neo will start at $599 and is aimed at competing with low-cost Google ( GOOG ) ( GOOGL ) Chromebooks and the Microsoft ( MSFT ) Surface. Pre-orders start today, and it will be available on March 11, Apple added. On Monday, Apple unveiled the iPhone 17e and an updated version of the iPad Air. That was followed up with new versions of the MacBook Air, MacBook Pro, and new Studio Displays. Following the release of the MacBook Neo, the tech giant will host an “Apple Experience” in New York, London, and Shanghai this morning to show off the newly announced electronics. (This story has been updated with additional information.) More on Apple Apple: Why Smart Money Holds At $271 Big Tech Teams Up Against Alphabet, While Apple Reaps The Rewards Apple We...
Marking its third day of product announcements, Apple ( AAPL ) unveiled its highly anticipated, new low-cost MacBook Neo on Wednesday. “We’re incredibly excited to introduce MacBook Neo, which delivers the magic of the Mac at a breakthrough price,” said John Ternus, Apple’s senior vice president of Hardware Engineering, in a statement . “Built from the ground up to be more affordable for even more...
Marking its third day of product announcements, Apple ( AAPL ) unveiled its highly anticipated, new low-cost MacBook Neo on Wednesday. “We’re incredibly excited to introduce MacBook Neo, which delivers the magic of the Mac at a breakthrough price,” said John Ternus, Apple’s senior vice president of Hardware Engineering, in a statement . “Built from the ground up to be more affordable for even more people, MacBook Neo is a laptop only Apple could create. It features a durable aluminum design in four beautiful colors; a brilliant Liquid Retina display; Apple silicon-powered performance; all-day battery life; a high-quality camera, mics, and speakers; a Magic Keyboard and Multi-Touch trackpad; and the intuitive and powerful features of macOS. There is simply no other laptop like it.” The new 13-inch, 2.7-pound MacBook Neo is powered by the A18 Pro processor, which first appeared in the iPhone 16 Pro, Apple said. It will come in four colors: silver, indigo, blush, and citrus, and it sports side-firing speakers. It also has 16-hour battery life, 2 USB-C ports, and a trackpad. The new addition to the MacBook line also contains a 1080p webcam, a headphone jack, and some higher-end models will have Touch ID, Apple added. The MacBook Neo will start at $599 and is aimed at competing with low-cost Google ( GOOG ) ( GOOGL ) Chromebooks and the Microsoft ( MSFT ) Surface. Pre-orders start today, and it will be available on March 11, Apple added. On Monday, Apple unveiled the iPhone 17e and an updated version of the iPad Air. That was followed up with new versions of the MacBook Air, MacBook Pro, and new Studio Displays. Following the release of the MacBook Neo, the tech giant will host an “Apple Experience” in New York, London, and Shanghai this morning to show off the newly announced electronics. (This story has been updated with additional information.) More on Apple Apple: Why Smart Money Holds At $271 Big Tech Teams Up Against Alphabet, While Apple Reaps The Rewards Apple We...
In the lead up to the 28 February strikes on Iran, President Donald Trump and his administration signalled that an attack was imminent. Since then, the president and his top officials have offered varying explanations for its actions in the war with Iran. The BBC's Analysis Editor Ros Atkins takes an in-depth look at how the Trump administration's narrative on the war with Iran has shifted, and th...
In the lead up to the 28 February strikes on Iran, President Donald Trump and his administration signalled that an attack was imminent. Since then, the president and his top officials have offered varying explanations for its actions in the war with Iran. The BBC's Analysis Editor Ros Atkins takes an in-depth look at how the Trump administration's narrative on the war with Iran has shifted, and the key questions that remain unanswered.
J Studios/DigitalVision via Getty Images I previously covered Pfizer ( PFE ) ( PFE:CA ) in November 2025, discussing the risks from the expensive acquisition trends, the potential balance sheet deterioration, and the patent cliff over the next few years. Despite so, I had reiterated my Buy rating for dividend-oriented investors then, given the well-covered payouts from the excellent cash flows. In...
J Studios/DigitalVision via Getty Images I previously covered Pfizer ( PFE ) ( PFE:CA ) in November 2025, discussing the risks from the expensive acquisition trends, the potential balance sheet deterioration, and the patent cliff over the next few years. Despite so, I had reiterated my Buy rating for dividend-oriented investors then, given the well-covered payouts from the excellent cash flows. In this article, I shall discuss why I am reiterating my Buy rating for the PFE stock despite the top line erosion risks, since the discounted valuations have already contributed to the rich forward dividend yields of 6.22%. This is especially since the management has executed a relatively well-balanced portfolio renewal strategy, as observed in the well-covered interest obligations despite the ongoing M&A sprees and the consequently higher debt leverage, along with the in-house R&D efforts being a reasonable ratio to its overall revenues. Numerous Tailwinds & Headwinds PFE 1Y Stock Price ( TradingView) Since my last Buy rating, PFE has generated an excellent total return of +10.3% (across stock price and dividend) compared to the wider market at +2.5%, with a similar development also observed in many of its pharmaceutical peers in varying degrees, aside from Novo Nordisk A/S ( NVO ) ( NONOF ). Much of their tailwinds are attributed to the prior market rotation since November 2025, as the market sentiments surrounding AI notably cooled. This is worsened by the increasingly volatile geopolitical events and the likelihood of a consecutively paused Fed rate cut in the upcoming FOMC meeting in March 2026. As a result, it is unsurprising that investors have flocked to safe haven assets and/or value/dividend-oriented sectors over the past few months, with it partly contributing to PFE's ongoing rally of +30.3% since the 52-week lows. 1. Portfolio Renewal Efforts Ongoing The stock price recovery is partly attributed to PFE's robust FY2025 revenue growth of +6% YoY after excluding th...
Image source: The Motley Fool. Wednesday, March 4, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — William B. Shepro TAKEAWAYS 2025 Service Revenue -- $161.3 million, up 7%, reflecting higher sales wins across both business segments. -- $161.3 million, up 7%, reflecting higher sales wins across both business segments. Adjusted EBITDA -- Total company adjusted EBITDA rose 5% to $18...
Image source: The Motley Fool. Wednesday, March 4, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — William B. Shepro TAKEAWAYS 2025 Service Revenue -- $161.3 million, up 7%, reflecting higher sales wins across both business segments. -- $161.3 million, up 7%, reflecting higher sales wins across both business segments. Adjusted EBITDA -- Total company adjusted EBITDA rose 5% to $18.3 million, driven by higher revenue partly offset by changes in revenue mix and moderately higher corporate costs. -- Total company adjusted EBITDA rose 5% to $18.3 million, driven by higher revenue partly offset by changes in revenue mix and moderately higher corporate costs. HUBZU Inventory Growth -- HUBZU foreclosure auction and REO inventory increased 137% from September 30 to 13,500 assets as of mid-February, following two significant new agreements. -- HUBZU foreclosure auction and REO inventory increased 137% from September 30 to 13,500 assets as of mid-February, following two significant new agreements. Net GAAP Loss Before Income Taxes -- Improved to $14.1 million loss from $32.9 million loss, primarily due to lower interest expense, partially offset by $3.6 million debt exchange expenses and a $7.5 million legacy litigation settlement. -- Improved to $14.1 million loss from $32.9 million loss, primarily due to lower interest expense, partially offset by $3.6 million debt exchange expenses and a $7.5 million legacy litigation settlement. Operating Cash Flow -- Net cash used in operating activities would have been near zero excluding $3.6 million in debt exchange expenses and $1.2 million higher interest expense earlier in the year. -- Net cash used in operating activities would have been near zero excluding $3.6 million in debt exchange expenses and $1.2 million higher interest expense earlier in the year. Year-End Cash -- Unrestricted cash ended at $26.6 million. -- Unrestricted cash ended at $26.6 million. Fourth Quarter Service Revenue -- $39.9 million, up 4%, ...
The conflict in the Middle East is disrupting shipping across the region, including in the Strait of Hormuz, one of the world’s busiest maritime routes. Maritime traffic through the strait, the narrow channel linking the Persian Gulf with the Gulf of Oman, has effectively been closed since strikes on Iran began. Some vessels have been diverted or delayed and ports and shipping companies are dealin...
The conflict in the Middle East is disrupting shipping across the region, including in the Strait of Hormuz, one of the world’s busiest maritime routes. Maritime traffic through the strait, the narrow channel linking the Persian Gulf with the Gulf of Oman, has effectively been closed since strikes on Iran began. Some vessels have been diverted or delayed and ports and shipping companies are dealing with heightened security concerns and uncertainty. Meanwhile, at least six major cruise ships, each carrying thousands of tourists, are anchored in or close to harbours across the region, their passengers confined to the ships We would like to hear from maritime workers, port staff and shipping crews about how the situation is affecting your work.
Image source: The Motley Fool. Wednesday, March 4, 2026 at 8 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Tamir Poleg Chief Operating Officer — Jenna Marie Rozenblat Chief Financial Officer — Ravi Jani Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $505 million in the fourth quarter, up 44%; nearly $2 billion for the year, an increase of 5...
Image source: The Motley Fool. Wednesday, March 4, 2026 at 8 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Tamir Poleg Chief Operating Officer — Jenna Marie Rozenblat Chief Financial Officer — Ravi Jani Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $505 million in the fourth quarter, up 44%; nearly $2 billion for the year, an increase of 56%. -- $505 million in the fourth quarter, up 44%; nearly $2 billion for the year, an increase of 56%. Closed transactions -- Increased 38% in the fourth quarter to nearly 49,000, significantly outpacing the 1% industry increase. -- Increased 38% in the fourth quarter to nearly 49,000, significantly outpacing the 1% industry increase. Gross profit -- $39 million in the fourth quarter, up 30%; $166 million for the year, up 44%. -- $39 million in the fourth quarter, up 30%; $166 million for the year, up 44%. Net loss -- Narrowed to $4.2 million in the fourth quarter and $8.1 million for the year, from $6.7 million and $26.5 million, respectively. -- Narrowed to $4.2 million in the fourth quarter and $8.1 million for the year, from $6.7 million and $26.5 million, respectively. Adjusted EBITDA -- $14.2 million in the fourth quarter, up 56%; $62.9 million for the year, a 57% increase. -- $14.2 million in the fourth quarter, up 56%; $62.9 million for the year, a 57% increase. Operating expenses -- $44 million in the fourth quarter, up 22%; $175 million for the year, up 25%. -- $44 million in the fourth quarter, up 22%; $175 million for the year, up 25%. Operating loss -- Improved to $5.2 million in the fourth quarter and $9.2 million for the year, from $6.4 million and $25.2 million, respectively. -- Improved to $5.2 million in the fourth quarter and $9.2 million for the year, from $6.4 million and $25.2 million, respectively. Revenue churn -- Improved to 1.6% in the fourth quarter, from 1.8% in the prior year. -- Improved to 1.6% in the fourth quarter, from 1.8% in the prior yea...
An updated edition of the Jan. 12, 2026, article. The global auto industry is in the middle of a major reset. Electric vehicles (EVs) and autonomous vehicles (AVs) are redefining how the world moves. Better battery technology and a wider charging network are making EVs more practical for everyday use. For a long time, Tesla TSLA was the face of the EV revolution. But the market is no longer a one-...
An updated edition of the Jan. 12, 2026, article. The global auto industry is in the middle of a major reset. Electric vehicles (EVs) and autonomous vehicles (AVs) are redefining how the world moves. Better battery technology and a wider charging network are making EVs more practical for everyday use. For a long time, Tesla TSLA was the face of the EV revolution. But the market is no longer a one-horse race. China’s BYD Co Ltd BYDDY overtook Tesla in global annual sales last year, signaling a shift in leadership. Chinese automakers are scaling aggressively, traditional car companies are also making investments and new EV-only players are entering the field. Competition is intensifying and consumers now have more choices than ever. Growth projections continue to support the long-term case. Global battery electric vehicle (BEV) sales are expected to rise about 19% in 2026 to roughly 17.4 million units, accounting for nearly 19% of total global auto sales, per S&P Global Mobility. When hybrids and plug-in hybrids are included, electrified vehicles could make up close to 30% of worldwide sales by 2026. The journey, however, is becoming more measured. Policy adjustments in the United States and Europe, evolving subsidy frameworks and shifting automaker targets are slowing momentum in some regions. Even so, the broader move toward electrification remains firmly intact, with hybrids acting as a practical bridge. At the same time, autonomy is emerging as the next powerful growth engine. The global autonomous vehicle market, valued at $3.37 trillion in 2025, is expected to reach $4.4 trillion in 2026 and more than $41 trillion by 2034, at a compound annual growth rate of 32.3% during 2026-2034, according to Fortune Business Insights. Advances in artificial intelligence, sensors, connectivity and machine learning are making AVs safer and more capable. Companies like Baidu’s BIDU Apollo Go and Tesla are already testing robotaxis in real-world conditions. For investors, EVs and...
South Dakota Investment Council decreased its position in Intel Corporation (NASDAQ:INTC - Free Report) by 10.4% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 283,549 shares of the chip maker's stock after selling 32,800 shares during the period. South Dakota Investment Council's holdings in Intel were worth $9,513,000 as of its most recent SEC filing...
South Dakota Investment Council decreased its position in Intel Corporation (NASDAQ:INTC - Free Report) by 10.4% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 283,549 shares of the chip maker's stock after selling 32,800 shares during the period. South Dakota Investment Council's holdings in Intel were worth $9,513,000 as of its most recent SEC filing. Get Intel alerts: Sign Up A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Level Four Advisory Services LLC increased its position in shares of Intel by 4.5% in the third quarter. Level Four Advisory Services LLC now owns 16,034 shares of the chip maker's stock valued at $538,000 after acquiring an additional 689 shares during the period. CI Investments Inc. grew its stake in shares of Intel by 3,428.8% in the third quarter. CI Investments Inc. now owns 799,884 shares of the chip maker's stock worth $26,836,000 after purchasing an additional 777,217 shares during the last quarter. Blueprint Investment Partners LLC purchased a new position in Intel during the 3rd quarter valued at about $343,000. Focus Partners Advisor Solutions LLC raised its position in Intel by 52.1% during the 3rd quarter. Focus Partners Advisor Solutions LLC now owns 172,480 shares of the chip maker's stock valued at $6,287,000 after purchasing an additional 59,055 shares during the last quarter. Finally, Family Wealth Partners LLC purchased a new stake in Intel in the 3rd quarter worth approximately $236,000. 64.53% of the stock is currently owned by institutional investors. Wall Street Analysts Forecast Growth INTC has been the topic of several research analyst reports. Jefferies Financial Group upped their target price on Intel from $40.00 to $45.00 and gave the company a "hold" rating in a report on Friday, January 16th. Mizuho set a $48.00 price objective on shares of Intel in a report on Friday, January 23rd. Benchmark...
Getty Images Introduction AutoNation ( AN ) reported its Q4'25 results last month the business has been improving from a cyclical vehicle seller into a more stable, higher-margin operator fueled by recurring revenue streams. Although top-line trends show a bit of softer demand especially on volumes, profitability held up better than many expected which is being driven by continued momentum in afte...
Getty Images Introduction AutoNation ( AN ) reported its Q4'25 results last month the business has been improving from a cyclical vehicle seller into a more stable, higher-margin operator fueled by recurring revenue streams. Although top-line trends show a bit of softer demand especially on volumes, profitability held up better than many expected which is being driven by continued momentum in aftersales and customer financing. I see this as evidence that the company’s earnings mix is becoming more durable and less dependent on pure unit volume. With the stock trading at a valuation that remains undemanding relative to its cash flow profile and long-term growth potential, I believe the market is still underappreciating the improvements underway. AutoNation's Q4 Results AutoNation closed out the year with a mixed Q4 where a 4% decline in total revenue to $ 6.9 billion (which missed by $282 million) was offset by a beat on the bottom line with EPS of $5.08, 20 cents above consensus estimates. While vehicle sales were soft due to tough comps and lower volume, the company had record gross profits in Aftersales and Customer Financial Services ( CFS ) which helped maintain decent profitability. Seeking Alpha To put this into context, even with a drop year over year in Q4, FY’25 revenue was still up 3% compared to the prior year at $27.6 billion with free cash flow generation of over $1 billion that helped fund a massive capital return strategy including the repurchase of 10% of the company's outstanding shares. In terms of the fundamentals, CFS was up 8% with aftersales up 5%. With the company’s lending arm, AutoNation Finance, originations have effectively doubled to over $2.2 billion. Overall, I view AutoNation’s financing arm as a ‘hidden gem’ within the business since it allows the company to capture high-margin interest income that previously used to go to third-party banks. Now, it’s AutoNation that has the system where they own the entire customer lifecycle from ini...
Garden Stage Limited ( GSIW ) said on Wednesday it will consolidate its Class A shares on a 200-for-1 basis, effective March 6, in a bid to regain compliance with Nasdaq Marketplace Rule 5550(a)(2) and maintain its listing. The Hong Kong-based financial services provider said its Class A shares will continue trading on the Nasdaq Capital Market under the symbol “GSIW” but with a new CUSIP number, ...
Garden Stage Limited ( GSIW ) said on Wednesday it will consolidate its Class A shares on a 200-for-1 basis, effective March 6, in a bid to regain compliance with Nasdaq Marketplace Rule 5550(a)(2) and maintain its listing. The Hong Kong-based financial services provider said its Class A shares will continue trading on the Nasdaq Capital Market under the symbol “GSIW” but with a new CUSIP number, G3730L131, from the opening of trading on March 6. Each 200 Class A shares will automatically convert into one Class A share with a par value of $0.02. Fractional shares will be cancelled and returned to the pool of authorized but unissued shares. The consolidation will not affect the company’s Class B shares. Prior to the consolidation, the company had 282,485,623 Class A shares and 9,250,000 Class B shares outstanding. Following the consolidation, it expects about 1,412,428 Class A shares to be outstanding, while Class B shares will remain at 9,250,000. GSIW -36.88% premarket to $0.0568. Source: Press Release More on Garden Stage Limited Seeking Alpha’s Quant Rating on Garden Stage Limited Financial information for Garden Stage Limited
Elutia ( ELUT ) has regained compliance with Nasdaq listing standards. The company met the minimum bid price requirement. Elutia also satisfied the minimum market value of listed securities requirement. ELUT shares up 6.5% premarket. More on Elutia Elutia sees Q4 net sales of $3.3M Seeking Alpha’s Quant Rating on Elutia Historical earnings data for Elutia Financial information for Elutia
Elutia ( ELUT ) has regained compliance with Nasdaq listing standards. The company met the minimum bid price requirement. Elutia also satisfied the minimum market value of listed securities requirement. ELUT shares up 6.5% premarket. More on Elutia Elutia sees Q4 net sales of $3.3M Seeking Alpha’s Quant Rating on Elutia Historical earnings data for Elutia Financial information for Elutia