Amazon.com, Inc. (NASDAQ:AMZN) is one of the 10 Best Data Center Stocks To Buy For the Long Term. The stock grew by 46.38% from last year, while it posted 11.56% growth year-to-date. The company continues to enter and expand existing partnerships, such as its agreement with utility company NiSource. On April 16, NiSource announced that […]
Amazon.com, Inc. (NASDAQ:AMZN) is one of the 10 Best Data Center Stocks To Buy For the Long Term. The stock grew by 46.38% from last year, while it posted 11.56% growth year-to-date. The company continues to enter and expand existing partnerships, such as its agreement with utility company NiSource. On April 16, NiSource announced that […]
NVIDIA Corp. (NASDAQ:NVDA) is one of the 10 Best Data Center Stocks To Buy For the Long Term. In the past year, the stock grew 95.44%, while it posted 5.03% year-to-date growth. On April 14, NVIDIA announced the world’s first family of open source quantum AI models, NVIDIA Ising, designed to help researchers and enterprises […]
NVIDIA Corp. (NASDAQ:NVDA) is one of the 10 Best Data Center Stocks To Buy For the Long Term. In the past year, the stock grew 95.44%, while it posted 5.03% year-to-date growth. On April 14, NVIDIA announced the world’s first family of open source quantum AI models, NVIDIA Ising, designed to help researchers and enterprises […]
AlexSecret/iStock via Getty Images The IPO market heated up this past week, with five listings raising a combined $4.5 billion. The group featured two billion-dollar deals, including the year’s largest offering to date, as well as the largest US biotech IPO ever. In the pipeline, Cerebras Systems ( CBRS ) led the week’s additions, filing for an estimated $2 billion offering. HVAC giant Madison Air...
AlexSecret/iStock via Getty Images The IPO market heated up this past week, with five listings raising a combined $4.5 billion. The group featured two billion-dollar deals, including the year’s largest offering to date, as well as the largest US biotech IPO ever. In the pipeline, Cerebras Systems ( CBRS ) led the week’s additions, filing for an estimated $2 billion offering. HVAC giant Madison Air Solutions ( MAIR ) completed the year’s largest IPO to date, pricing at the high end to raise $2.2 billion at a $13.4 billion market cap. The company develops and manufactures mission-critical indoor air quality and air-management technologies for commercial and residential environments, with growing demand from data centers. Madison Air’s backlog more than doubled to $2 billion in 2025, although much of its recent growth has come from acquisitions that have left it highly levered. Madison Air finished the week up 20%. Defense electronics manufacturer Arxis ( ARXS ) upsized and priced at the high end to raise $1.1 billion at an $11.6 billion market cap. The company designs and manufactures specialized electronic and mechanical components with applications in aerospace, defense, and space systems, as well as medical technology, semiconductor testing, and industrial automation. Arxis is profitable with expanding EBITDA margins and free cash flow, although it has some revenue concentration and is exposed to the cyclical nature of aerospace and defense spending. Arxis finished up 36%. Obesity biotech Kailera Therapeutics ( KLRA ) upsized and priced at the high end to raise $625 million at a $2.0 billion market cap, in the largest US biotech IPO by proceeds ever. Kailera’s lead candidate, ribupatide, is currently being evaluated in global Phase 3 trials as a once-weekly injectable GLP-1/glucose-dependent insulinotropic polypeptide receptor dual agonist peptide. The company is expanding its ribupatide franchise by developing a once-daily oral tablet formulation. Kailera finished...
Warren Buffett once said that his "favorite holding period is forever." I agree with his general sentiment -- especially given that his favorite holding period applied only to "outstanding businesses with outstanding managements." Since I don't expect to be alive and kicking forever, though, I wouldn't go quite as far as Buffett. However, I can think of at least three stocks that I plan to hold fo...
Warren Buffett once said that his "favorite holding period is forever." I agree with his general sentiment -- especially given that his favorite holding period applied only to "outstanding businesses with outstanding managements." Since I don't expect to be alive and kicking forever, though, I wouldn't go quite as far as Buffett. However, I can think of at least three stocks that I plan to hold for the next 20 years. Image source: Getty Images. Continue reading
sasha85ru/iStock via Getty Images Investment Thesis The crack spread hit its highest level since April 2022, after the start of the Ukraine-Russia war. The crack spread is the main indicator of how profitable refining operations are, representing the price difference between a barrel of oil and the refined petroleum products. The most compelling part about Valero Energy ( VLO ) is that it will ben...
sasha85ru/iStock via Getty Images Investment Thesis The crack spread hit its highest level since April 2022, after the start of the Ukraine-Russia war. The crack spread is the main indicator of how profitable refining operations are, representing the price difference between a barrel of oil and the refined petroleum products. The most compelling part about Valero Energy ( VLO ) is that it will benefit in the two scenarios that are possible in the future: The situation in the Strait of Hormuz de-escalates, and the pre-war transportation of 20% of global oil and gas consumption resumes, leading to higher volume through refiners (meaning revenue is steady or increases even if oil price drops); Or the Strait of Hormuz remains blocked and the crack elevated , with high prices compensating for lower volumes of oil that reach refineries. 3-2-1 Crack Spread (RBN Energy) In my view, there is even a third scenario we could describe, which, in my opinion, will be the one happening: the Strait of Hormuz opens, price of oil goes down, crack goes down but - and that’s the main nuance here - global demand will push to diversify away from oil supplies originating in the Gulf, similarly to how Europe diversified away from Russian gas towards US LNG (benefiting Cheniere Energy Inc. ( LNG ) since 2022). Now, more gas transits through the eight US LNG export terminals than what all American residents consume in gas. The US has turned into a major LNG player. Data by YCharts And I think Valero Energy has the potential of replicating the success story of Cheniere Energy since 2022 (see its chart above), a major winner in the diversification of LNG supply chains. Whether or not the situation in the Strait of Hormuz returns to some sort of “normal,” I believe that the US refiners may be the greatest winners of this story in the long run, and Valero Energy is right now possibly on the onset of a long-term boom thanks to these macro tailwinds. Business Overview Valero Energy is a US oil refi...
After a multi-year slump, Teva Pharmaceutical Industries Limited (NYSE: TEVA) is on a roll. Shares of the Israel-based drugmaker have soared more than 130% over the last 12 months. Could Teva's momentum continue? Wall Street thinks so. Twelve of the 15 analysts surveyed by S&P Global (NYSE: SPGI) in April rated the pharmaceutical stock as a "buy" or "strong buy." There are three specific catalysts...
After a multi-year slump, Teva Pharmaceutical Industries Limited (NYSE: TEVA) is on a roll. Shares of the Israel-based drugmaker have soared more than 130% over the last 12 months. Could Teva's momentum continue? Wall Street thinks so. Twelve of the 15 analysts surveyed by S&P Global (NYSE: SPGI) in April rated the pharmaceutical stock as a "buy" or "strong buy." There are three specific catalysts that could send Teva stock to $40 -- and perhaps beyond. Image source: Getty Images. Continue reading
Broadcom Inc. (NASDAQ:AVGO) is one of the 10 Best Data Center Stocks To Buy For the Long Term. The stock posted a 133.04% increment from a year ago, and a 14.63% year-to-date growth. As of writing, AVGO’s stock has jumped 28 percent in April alone, marking the company’s third-best monthly performance since it went public […]
Broadcom Inc. (NASDAQ:AVGO) is one of the 10 Best Data Center Stocks To Buy For the Long Term. The stock posted a 133.04% increment from a year ago, and a 14.63% year-to-date growth. As of writing, AVGO’s stock has jumped 28 percent in April alone, marking the company’s third-best monthly performance since it went public […]
tadamichi/iStock via Getty Images The "petrodollar" regime allowed the US to maintain financing at low rates and (mostly) low inflation: growth that was, in some ways, free. Growth that many believe was the real driver that pushed S&P 500 valuations higher and higher. Today, this "benefit" seems to be cracking, making room for higher rates and inflation. To many it looks like the 1970s (maybe wors...
tadamichi/iStock via Getty Images The "petrodollar" regime allowed the US to maintain financing at low rates and (mostly) low inflation: growth that was, in some ways, free. Growth that many believe was the real driver that pushed S&P 500 valuations higher and higher. Today, this "benefit" seems to be cracking, making room for higher rates and inflation. To many it looks like the 1970s (maybe worse). To others, like the 1980s (which would actually mean a moment of rebirth for US equities). For me, it's more like the 1980s. An opinion based on 3 arguments. But before we get to them… let's go back for a moment to 1974. How the petrodollar was born For those who, like me, have a good memory, it's impossible not to go back to 1974 , when William Simon , then US Secretary of the Treasury, met in Jeddah with the Saudi royal family. On that occasion he proposed a deal destined to influence the global balance of power for the next fifty years: Saudi Arabia would sell its oil exclusively in US dollars, while the United States would guarantee full military protection. 10-Year Treasury Yield (FRED) From that moment, the mechanism was clear: every country that wanted oil had to first obtain US dollars. This created a permanent structural demand for dollars. This, as we well know, is based on the concept of deficit: if America had stopped importing, dollars would not have circulated globally, and the rest of the world would not have had enough American currency to buy oil. The system required America to remain structurally "in deficit." This increased demand for dollars and reduced Treasury yields. A structural context that in theory facilitates S&P 500 growth. A context worth defending. SPX: Structural Growth (Seeking Alpha) A context worth defending, and yet… Central banks' demand for gold is rising, today surpassing that of dollars. GLD: Growth Acceleration (Seeking Alpha) And demand for dollars to buy oil falls precisely as the Shanghai INE grows in size, becoming the third ...
Micron Technology Inc. (NASDAQ:MU) is one of the 10 Best Data Center Stocks To Buy For the Long Term. The company’s stock price zoomed 564.58% compared to a year ago, and 44.96% year-to-date, as investors expressed confidence in the company’s production volume capacity. MU stock has a Strong Buy consensus rating based on 27 Buys […]
Micron Technology Inc. (NASDAQ:MU) is one of the 10 Best Data Center Stocks To Buy For the Long Term. The company’s stock price zoomed 564.58% compared to a year ago, and 44.96% year-to-date, as investors expressed confidence in the company’s production volume capacity. MU stock has a Strong Buy consensus rating based on 27 Buys […]