In this article AMZN Follow your favorite stocks CREATE FREE ACCOUNT Alexa+ signage during an unveiling event in New York, Feb. 26, 2025. Michael Nagle | Bloomberg | Getty Images Amazon on Wednesday announced it's making Alexa+ available to everyone in the U.S., almost a year after it launched a revamped version of its digital assistant . Alexa+ has been in an "early access" preview since last Mar...
In this article AMZN Follow your favorite stocks CREATE FREE ACCOUNT Alexa+ signage during an unveiling event in New York, Feb. 26, 2025. Michael Nagle | Bloomberg | Getty Images Amazon on Wednesday announced it's making Alexa+ available to everyone in the U.S., almost a year after it launched a revamped version of its digital assistant . Alexa+ has been in an "early access" preview since last March, meaning consumers had to join a waitlist or purchase newer devices to use the generative artificial intelligence -powered voice assistant. Amazon has pitched the service as a souped up version of its 11-year-old Alexa that can handle multiple queries at a time, and serve as an "agent" that takes actions on your behalf, like booking a repairman or an Uber ride. Starting on Wednesday, Amazon will begin charging users $19.99 a month to access Alexa+. The service remains free for Prime members, and is free for anyone to try via an Alexa+ website and app. Access to the free Alexa+ experience will be "limited based on use," Amazon said. Read more CNBC tech news In Google earnings, analysts want answers on Apple's Siri-Gemini deal Nintendo Switch becomes the gaming giant's best-selling console ever Waymo announces $16 billion funding round Oracle's credit default swaps are plummeting as financing plan boosts investor confidence Amazon is overhauling its Alexa service in response to the rise of AI chatbots like OpenAI's ChatGPT, Google's Gemini and Anthropic's Claude. Launched in 2014, the original Alexa wowed users by letting them chat with, and get immediate responses from, a digital assistant by using their voice. Users primarily interacted with Alexa through Amazon's Echo smart speaker. With Alexa+, Amazon has put a website and app front and center. Most users interact with chatbots like ChatGPT or Gemini via text or voice on web browsers or smartphone apps. watch now VIDEO 2:10 02:10 Amazon touts Alexa+ AI features, new devices TechCheck
AP Chanel/E+ via Getty Images Investment Action I had a hold rating for Trane Technologies plc ( TT ) previously, as I did not think there was a sufficient margin of safety at 31x forward earnings. There were also visible weaknesses that were weighing on the stock’s sentiment. I now upgrade the stock to buy, as the setup has changed. The stock has de-rated to ~28x forward earnings at the same time...
AP Chanel/E+ via Getty Images Investment Action I had a hold rating for Trane Technologies plc ( TT ) previously, as I did not think there was a sufficient margin of safety at 31x forward earnings. There were also visible weaknesses that were weighing on the stock’s sentiment. I now upgrade the stock to buy, as the setup has changed. The stock has de-rated to ~28x forward earnings at the same time that the fundamental growth drivers have strengthened. Commercial HVAC orders have inflected sharply higher, backlog visibility has improved meaningfully, and earnings power over the next few years looks more resilient. 4Q 2025 Earnings Review TT reported net revenues of ~$5.1 billion in Q4 2025. On a y/y basis, this was a 6% growth on a reported basis and 5% on an organic basis. By region, growth was driven almost entirely by the Americas, posting net revenues of ~$4.2 billion, up 9% reported and 8% organically y/y. Outside the US, momentum remains weak. EMEA revenues came in at $625 million, down 4% organically y/y, while Asia Pacific declined even more by 9% y/y to $317 million. Adj. EBIT margin also declined 50 bps y/y to 17%, with the weakness seen across all regions. Despite this, adj. EPS grew 32% y/y to $2.86, beating consensus. But the beat was really driven by a lower effective tax rate and net interest benefits, rather than core operating leverage. Growth Outlook Now Looks More Resilient The inflection point for commercial HVAC orders has clearly arrived. Management noted that Americas Commercial HVAC organic bookings grew by >35% y/y, and this was not a function of timing. While I had the view that the primary catalyst is the hyperscale buildout in data centers (I pointed this out previously), the breadth of demand is even better than I thought. Firstly, for data centers, it is performing even better than I expected. Let me give you some numbers for reference. Orders for the applied business (this includes the complex cooling systems used by big tech) grew by ~...
Denis Shevchuk/iStock via Getty Images By Parshwa Turakhiya U.S. natural gas futures ( NG1:COM ) are stabilizing near the $3.3 level after months of extreme volatility, as traders reassess positioning following weather-driven price swings earlier this year. While prices have rebounded modestly from recent lows, the broader structure remains fragile, with oversupply concerns continuing to dominate...
Denis Shevchuk/iStock via Getty Images By Parshwa Turakhiya U.S. natural gas futures ( NG1:COM ) are stabilizing near the $3.3 level after months of extreme volatility, as traders reassess positioning following weather-driven price swings earlier this year. While prices have rebounded modestly from recent lows, the broader structure remains fragile, with oversupply concerns continuing to dominate sentiment. The market’s current pause follows a sharp reversal from January, when natural gas surged above $7.50 during severe winter conditions before collapsing back into the $3-3.5 range. That retracement has left prices consolidating near levels that have acted as a floor since mid-2025, but without clear signs of trend reversal. Technical pressure persists despite consolidation From a technical standpoint, natural gas remains in a bearish configuration. Prices are trading below all major moving averages, including the 50-day EMA near $4.11, the 100-day EMA around $4.08, and the 200-day EMA close to $3.71. This alignment confirms that recent stabilization is corrective rather than trend-changing. Natural gas price dynamics (Source: TradingView) Momentum indicators continue to favor sellers. The Parabolic SAR remains positioned well above price, reinforcing the view that downside pressure has not been decisively broken. While volatility has cooled significantly since January, the market has yet to reclaim resistance levels that would signal improving trend strength. Support between $3 and $3.2 remains critical. This zone has absorbed selling pressure multiple times since mid-2025. A sustained break below it would likely expose the market to deeper downside toward the $2.5-2.7 area, where historical support is thinner. On the upside, resistance near $3.7-4 continues to cap recovery attempts. Supply growth clouds the fundamental outlook Fundamentals remain the primary headwind. Executives at the LNG2026 conference warned that global LNG supply is expected to expand by mor...
Welcome to TOPLiveâs coverage of US Treasury Secretary Scott Bessentâs testimony before the House Financial Services Committee. Bessent is expected to present the annual report of the Financial Stability Oversight Council. Join us starting at 9:45 New York time, 15 minutes before the hearing begins, for the latest news and analysis.Scott Bessent. Photographer: Bonnie Cash/UPI/Bloomberg
Welcome to TOPLiveâs coverage of US Treasury Secretary Scott Bessentâs testimony before the House Financial Services Committee. Bessent is expected to present the annual report of the Financial Stability Oversight Council. Join us starting at 9:45 New York time, 15 minutes before the hearing begins, for the latest news and analysis.Scott Bessent. Photographer: Bonnie Cash/UPI/Bloomberg
Labour MPs have warned they will vote down a government amendment to limit the disclosures about Peter Mandelson’s appointment as ambassador, with government sources saying they may be forced to change their own amendment. The former deputy prime minister Angela Rayner and the chair of the Treasury select committee, Meg Hillier, have publicly asked the government to allow the intelligence and secu...
Labour MPs have warned they will vote down a government amendment to limit the disclosures about Peter Mandelson’s appointment as ambassador, with government sources saying they may be forced to change their own amendment. The former deputy prime minister Angela Rayner and the chair of the Treasury select committee, Meg Hillier, have publicly asked the government to allow the intelligence and security committee to review the documents before public disclosure. MPs said they believed that anger was so vast among the parliamentary party that it posed a significant threat to Starmer’s premiership. “This is Boris and Chris Pincher on steroids,” one senior Labour figure said, referring to the scandal that brought down Boris Johnson. The Conservatives have forced a vote on the release of the documents, and the government has said it will release the vetting process for Mandelson’s appointment, which they claim will show he lied about his relationship with the disgraced financier Jeffery Epstein. But the government’s amendment would mean the cabinet secretary could refuse to disclose documents that prejudiced national security or international relations – an exemption that many MPs have told the Guardian they believe is too broad. Instead Rayner and Hillier have said the government should allow the select committee to have oversight over what is disclosed. Questioned repeatedly at prime minister’s questions, Starmer said Mandelson had “betrayed our country” in his dealings with the convicted child sex offender. The Metropolitan police have opened an investigation into whether there had been misconduct in a public office over sensitive government documents which appeared to have been forwarded from Mandelson to Epstein. “He lied repeatedly to my team, when asked about his relationship with Epstein before and during his tenure as ambassador,” the prime minister said. “I regret appointing him. If I knew then what I know now, he would never been anywhere near government. “I wa...
Gary Yeowell/DigitalVision via Getty Images Investment overview I wrote about Canadian National Railway Co. ( CNR:CA ) previously with a downgrade hold rating as the earnings outlook got worse; guidance got cut; and management pulled back on their long-term targets. The departure of key management personnel made things look even worse. As for this update, my revised view is that some of the downsi...
Gary Yeowell/DigitalVision via Getty Images Investment overview I wrote about Canadian National Railway Co. ( CNR:CA ) previously with a downgrade hold rating as the earnings outlook got worse; guidance got cut; and management pulled back on their long-term targets. The departure of key management personnel made things look even worse. As for this update, my revised view is that some of the downside risks have become less concerning, but the growth narrative hasn’t gotten any better. Add on the impact from the cost headwinds, and I think the stock is best going to stay rangebound. Q4 2025 Results CNR:CA Q4 revenue grew by ~2.4% to ~$4.5 billion. This is good, as it marked a break from the deterioration trend I flagged in my last update. Revenue has stopped declining, and notably, the revenue growth was driven primarily by higher volumes. That said, the recovery was not broad-based. Volume growth was concentrated in specific areas. The same weakness points I noted before (i.e., Forest Products and Metals & Minerals) continue to weigh on yield. But in the current situation, I think this deserves to be called a win by CNR:CA since the improvement in gross volumes mattered more than the mix, as higher throughput allowed the network to absorb fixed costs more efficiently. At the bottom line, Q4 2025 adj. EPS came in at C$2.08, beating consensus estimates of C$1.98. Positive takeaways The first positive takeaway is volume growth. I may have been too pessimistic on the potential for volume to collapse in H2 2025 previously. The past two quarters' data have proved me wrong. While the macro backdrop did not improve, Q4 2025 volumes did materially better than I expected (RTM up 4% y/y). This matters a lot for the equity story because it suggests the pull-forward effect I was worried about did not have any huge impact. At a high level, I think we are seeing a volume floor being formed. Given that there was no meaningful macro tailwind, or policy relief, or improvement in trade...
00:00 Julie Hyman Welcome to Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today. 00:04 Julie Hyman First up, US stock futures mixed after a tech-led sell-off. AI disruption fears sending software stocks in particular plunging on Tuesday. 00:11 Julie Hyman Still, Nvidia CEO Jensen Wong dismissing fears, calling the idea that AI will replace software quote illogical...
00:00 Julie Hyman Welcome to Morning Brief. I'm Julie Hyman. Let's get to the three things you need to know today. 00:04 Julie Hyman First up, US stock futures mixed after a tech-led sell-off. AI disruption fears sending software stocks in particular plunging on Tuesday. 00:11 Julie Hyman Still, Nvidia CEO Jensen Wong dismissing fears, calling the idea that AI will replace software quote illogical. 00:17 Julie Hyman Now investors are looking ahead to Google results due out after the close. 00:21 Julie Hyman Plus, AMD sinking despite topping fourth quarter earnings estimates. The chipmaker's first quarter forecast disappointing with investors looking for a bigger payoff from AI spending. 00:28 Julie Hyman And Bitcoin hitting its lowest level since November of 2024. Investors rotating out of risk on assets, sending the cryptocurrency briefly below $73,000. Right now it's down below 75. 00:40 Julie Hyman And Bitcoin overall has fallen about 14% since the start of the year and is down about 40% since hitting a record high in October.
FinkAvenue/iStock Editorial via Getty Images GE HealthCare ( GEHC ) traded higher in the premarket on Wednesday after the MedTech firm surpassed Street forecasts with its Q4 2025 results and newly issued 2026 outlook. The healthcare spinoff of General Electric ( GE ) reported $5.7B in revenue for the quarter, with ~7% YoY growth exceeding the consensus by $100M as its U.S. and EMEA segments outper...
FinkAvenue/iStock Editorial via Getty Images GE HealthCare ( GEHC ) traded higher in the premarket on Wednesday after the MedTech firm surpassed Street forecasts with its Q4 2025 results and newly issued 2026 outlook. The healthcare spinoff of General Electric ( GE ) reported $5.7B in revenue for the quarter, with ~7% YoY growth exceeding the consensus by $100M as its U.S. and EMEA segments outperformed. GEHC’s Pharmaceutical Diagnostics, Imaging, and Advanced Visualization Solutions segments also led to outperformance, adding $790M, $2.6B, and $1.5B to the topline with ~22%, ~7%, and ~6% YoY growth, respectively, while revenue from Patient Care Solutions remained flat at $825M. Meanwhile, the adjusted EBIT margin slipped 200 bps from the prior year period to 16.7%, and despite a $0.04 beat, the company’s adjusted EPS fell ~1% YoY to $1.44 amid tariff-related headwinds. For 2026, GEHC reported $4.59 of adjusted EPS on $20.6B in revenue with ~5% YoY and ~2% YoY, respectively, and projected $4.95 - $5.15 of adjusted EPS for 2026 ($4.93 in the consensus), assuming a lower tariff-related impact compared to last year. Citi analyst Joanne Wuensch, who has a Neutral rating on GEHC, viewed the results as “another solid delivery by GEHC.” According to Bloomberg, the analyst opined that its guidance is “a good place to start off the year, reflecting a healthy capex environment and continued commercial execution while maintaining its cautious outlook on China.” More on GE HealthCare Technologies GE HealthCare Technologies Is A Hold Before Earnings (Technical Analysis) GE HealthCare Technologies Inc. (GEHC) Presents at 44th Annual J.P. Morgan Healthcare Conference - Slideshow GE HealthCare Technologies Inc. (GEHC) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript GE HealthCare Technologies beats top-line and bottom-line estimates; initiates FY26 outlook GE HealthCare Technologies Q4 2025 Earnings Preview
The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.3%, and the actively tra Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.3%, and the actively tra Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Most investors eventually discover they’re paying too much for too little. The average actively managed mutual fund charges around 1% annually, and even popular index funds from legacy providers can run 0.10% to 0.20%. Those differences sound trivial until you calculate what they cost over decades. SCHK charges just 0.03%, making it one of the ... Schwab’s 1000 Stock ETF Beat the S&P 500 With Just...
Most investors eventually discover they’re paying too much for too little. The average actively managed mutual fund charges around 1% annually, and even popular index funds from legacy providers can run 0.10% to 0.20%. Those differences sound trivial until you calculate what they cost over decades. SCHK charges just 0.03%, making it one of the ... Schwab’s 1000 Stock ETF Beat the S&P 500 With Just 3% Turnover
There are both good feelings and question marks to take from it. Microsoft (MSFT 2.86%) is a company that attracts a lot of attention during earnings season. As it is one of the largest and most influential tech companies in the world, its earnings not only provide a look into its business but also give a glimpse of broader tech trends. Unfortunately, this latest earnings report was a tale of two ...
There are both good feelings and question marks to take from it. Microsoft (MSFT 2.86%) is a company that attracts a lot of attention during earnings season. As it is one of the largest and most influential tech companies in the world, its earnings not only provide a look into its business but also give a glimpse of broader tech trends. Unfortunately, this latest earnings report was a tale of two different stories for Microsoft. On the one hand, it delivered an impressive financial performance. On the other hand, a less-than-stellar outlook caused its stock to decline nearly 10% on Jan. 28, one of the largest same-day declines in its history. Stock price slump aside, here are five key takeaways from Microsoft's latest earnings report. 1. Microsoft is still a cash cow Making money has never been a real issue for Microsoft. It's a true cash cow that routinely beats expectations. This latest quarter was no different. Microsoft generated $81.3 billion in revenue, up 17% year over year and nearly $1 billion more than expected. Its earnings per share (EPS) of $4.14 was up 24% and $0.22 more than expected. Its net income grew the most, increasing by 60% to $38.5 billion. Margins were slightly lower due to increased spending, but cash continues to flow. Xbox Content and Services was its only business unit that showed negative growth in the past quarter (down 5%). 2. A lot is riding on Microsoft's relationship with OpenAI Microsoft's backlog (future revenue from contracts) is currently $625 billion. This would normally be a great thing, but the problem in Microsoft's case is that $281 billion of its backlog is from ChatGPT's creator, OpenAI. If everything goes as planned, perfect. However, if OpenAI can't fulfill its contracts for whatever reason, Microsoft would lose a nice chunk of guaranteed future revenue. The signs don't point to that being the case, but if predicting the future in business were easy, many of us would avoid foreseeable issues. Expand NASDAQ : MSFT Micro...
Key Points Microsoft beat revenue and earnings expectations in its latest quarter. A large portion of its backlog is tied to OpenAI, bringing concentration risk. Microsoft's cloud service, Azure, could see growth slow due to capacity constraints. 10 stocks we like better than Microsoft › Microsoft (NASDAQ: MSFT) is a company that attracts a lot of attention during earnings season. As it is one of ...
Key Points Microsoft beat revenue and earnings expectations in its latest quarter. A large portion of its backlog is tied to OpenAI, bringing concentration risk. Microsoft's cloud service, Azure, could see growth slow due to capacity constraints. 10 stocks we like better than Microsoft › Microsoft (NASDAQ: MSFT) is a company that attracts a lot of attention during earnings season. As it is one of the largest and most influential tech companies in the world, its earnings not only provide a look into its business but also give a glimpse of broader tech trends. Unfortunately, this latest earnings report was a tale of two different stories for Microsoft. On the one hand, it delivered an impressive financial performance. On the other hand, a less-than-stellar outlook caused its stock to decline nearly 10% on Jan. 28, one of the largest same-day declines in its history. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Stock price slump aside, here are five key takeaways from Microsoft's latest earnings report. 1. Microsoft is still a cash cow Making money has never been a real issue for Microsoft. It's a true cash cow that routinely beats expectations. This latest quarter was no different. Microsoft generated $81.3 billion in revenue, up 17% year over year and nearly $1 billion more than expected. Its earnings per share (EPS) of $4.14 was up 24% and $0.22 more than expected. Its net income grew the most, increasing by 60% to $38.5 billion. Margins were slightly lower due to increased spending, but cash continues to flow. Xbox Content and Services was its only business unit that showed negative growth in the past quarter (down 5%). 2. A lot is riding on Microsoft's relationship with OpenAI Microsoft's backlog (future revenue from contracts) is currently $625 billion. This would normally be a great thing, but the problem in Microsoft's case is that $281 billion of its backlog is from ChatG...
My top 10 things to watch Wednesday, Feb. 4 1. The S & P 500 edged higher following a losing session on Wall Street. Jobs data from ADP this morning showed that the U.S. labor market barely budged in January. Hiring growth at U.S. companies came in below muted expectations. Enterprise software stocks, such as Club name Salesforce , were again under pressure as worries that AI will take away busine...
My top 10 things to watch Wednesday, Feb. 4 1. The S & P 500 edged higher following a losing session on Wall Street. Jobs data from ADP this morning showed that the U.S. labor market barely budged in January. Hiring growth at U.S. companies came in below muted expectations. Enterprise software stocks, such as Club name Salesforce , were again under pressure as worries that AI will take away business persisted. 2. Private equity companies, the likes of KKR and Blackstone, have lots of investments in enterprise software companies. Blue Owl has private credit from these companies. They're vulnerable to Anthropic's business-to-business strategy, which focuses on corporate clients for its AI. 3. Enterprise software versus Anthropic AI tools? Anthropic will be bad for Gartner and perhaps Thomson Reuters . Here's the truth about Anthropic: It is a challenge to Gartner in researching technology products. For law firms, it can read lots of cases and offer good summaries, but it will not yet take the place of associates. 4. Club holding Nvidia is nearing a deal to invest $20 billion in OpenAI's latest funding round, according to media reports. It seems like the September announcement between the two is the sticky one. Maybe what has happened is that this round transcends the September agreement? Nvidia CEO Jensen Huang told me in yesterday's "Mad Money" interview that his company thinks the world of OpenAI and will continue to invest in it. 5. Share of Advanced Micro Devices dropped 10% to around $217 each despite a quarterly beat and stronger-than-expected guidance. In this market, it appears strong was not strong enough. Is that correct? Or just shortsighted because AMD can't handle all the business it has? Bernstein raised its price target to $235 from $225. Bank of America went to $280 from $260. Others lowered their price targets. But even those lower PTs implied solid upside. 6. Eli Lilly stock jumped nearly 8.5% after the maker of Zepbound and Mounjaro crushed estimate...
Amazon.com (NASDAQ:AMZN) is set to give its latest quarterly earnings report on Thursday, 2026-02-05. Here's what investors need to know before the announcement. Analysts estimate that Amazon.com will report an earnings per share (EPS) of $1.97. The market awaits Amazon.com's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter. It's imp...
Amazon.com (NASDAQ:AMZN) is set to give its latest quarterly earnings report on Thursday, 2026-02-05. Here's what investors need to know before the announcement. Analysts estimate that Amazon.com will report an earnings per share (EPS) of $1.97. The market awaits Amazon.com's announcement, with hopes high for news of surpassing estimates and providing upbeat guidance for the next quarter. It's important for new investors to understand that guidance can be a significant driver of stock prices. Past Earnings Performance In the previous earnings release, the company beat EPS by $0.38, leading to a 9.58% increase in the share price the following trading session. Here's a look at Amazon.com's past performance and the resulting price change: Quarter Q3 2025 Q2 2025 Q1 2025 Q4 2024 EPS Estimate 1.57 1.33 1.36 1.48 EPS Actual 1.95 1.68 1.59 1.86 Price Change % 10.00 -8.00 0.00 -4.00 Market Performance of Amazon.com's Stock Shares of Amazon.com were trading at $238.62 as of February 03. Over the last 52-week period, shares are down 0.09%. Given that these returns are generally negative, long-term shareholders are likely unhappy going into this earnings release. Analysts' Take on Amazon.com For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding Amazon.com. Amazon.com has received a total of 24 ratings from analysts, with the consensus rating as Outperform. With an average one-year price target of $302.21, the consensus suggests a potential 24.39% upside. Comparing Ratings Among Industry Peers The analysis below examines the analyst ratings and average 1-year price targets of and Amazon.com, three significant industry players, providing valuable insights into their relative performance expectations and market positioning. Overview of Peer Analysis Within the peer analysis summary, vital metrics for and Amazon.com are presented, shedding light on their respective standings within the industry and...
Senior executives at Drax raised concerns internally about the validity of the energy company’s sustainability claims while it publicly denied allegations that it was cutting down environmentally important forests for fuel, court documents have revealed. Britain’s biggest power plant assured ministers and civil servants of the company’s green credentials as it scrambled to defend itself against cl...
Senior executives at Drax raised concerns internally about the validity of the energy company’s sustainability claims while it publicly denied allegations that it was cutting down environmentally important forests for fuel, court documents have revealed. Britain’s biggest power plant assured ministers and civil servants of the company’s green credentials as it scrambled to defend itself against claims in a BBC Panorama documentary that it had burned wood sourced from “old-growth” forests in Canada. The company’s senior leaders, including its chief executive, publicly denied the allegations, but other executives at the North Yorkshire plant privately raised concerns that it did not have sufficient evidence to back up the sustainability claims, according to evidence submitted to an employment tribunal involving its former top lobbyist. The owners of Drax have received over £7bn in subsidies levied on household energy bills on the condition that the biomass pellets are made from waste or low-value wood from sustainable forests. However, the company has faced repeated scepticism over the sustainability of its business model, which involves importing millions of tonnes of wood pellets across the Atlantic every year. Drax denied the findings in the BBC’s documentary, broadcast in October 2022. The programme focused on a pair of pellet production sites in British Columbia, and accused the broadcaster of repeating “inaccurate claims about biomass” from “ill-informed” critics. In the days following the broadcast, the company’s chief executive, Will Gardiner, responded to a letter from Jacob Rees-Mogg, then energy secretary, which raised questions about the documentary’s findings to assure the government that Drax was complying with its subsidy requirements. In addition, a senior policy manager offered similar assurances to civil servants. Gardiner wrote: “I have positioned sustainably sourced biomass to be at the heart of Drax. This requires careful and robust governance and...
Fotoatelie/iStock Editorial via Getty Images Introduction PepsiCo ( PEP ) belongs to those stocks that have been punished during the current bull market. As I showed in my previous coverage, sales were not altogether poor, but weakness in domestic volumes and fears that Pepsi had stretched its pricing power too far caused many investors to reduce their stake and turn elsewhere for better profits. ...
Fotoatelie/iStock Editorial via Getty Images Introduction PepsiCo ( PEP ) belongs to those stocks that have been punished during the current bull market. As I showed in my previous coverage, sales were not altogether poor, but weakness in domestic volumes and fears that Pepsi had stretched its pricing power too far caused many investors to reduce their stake and turn elsewhere for better profits. However, a quarter ago I thought that the stock had traded down enough to consider it a very attractive buy for many investors, especially those who focus on high and steadily growing dividends. With Pepsi trading at its lowest valuation multiples in years, I also noticed that many insiders were buying and that the stake of the activist fund Elliot pointed in the direction of a credible turnaround in the making and a potential spin-off of the bottling business. Well, it seems that PEP stock is now finally delivering the expected turnaround, as it is up almost 16% over the last month, thanks to a sharp move upward both before the earnings were released and after they were published. Let's then see together what is renewing the market's confidence in the stock. PepsiCo's Q4 2025 Earnings Review The headline after PepsiCo reported earnings was that the company had topped estimates . The company reported $29.3B in net revenue, which was up 5.6% YoY and above the consensus estimate of $28.98B. In addition, we also learned that PepsiCo is increasing its dividend by 4% and that a $10B buyback program will start through February 2030. When these numbers come out, I have often seen positive reactions in the market. In particular, being that PepsiCo is a Dividend King, the market expects it to keep returning fat checks to the shareholders, and Pepsi delivered according to what investors expected. Now, organic revenue growth was 2.1%, which means that the heavy lifting has been done by price and mix. In other words, volume wasn't particularly strong. So, growth is real, but it has bee...
cmart7327 Shares of Super Micro Computer ( SMCI ) jumped about 8% premarket on Wednesday after fiscal second-quarter results and outlook surpassed estimates, drawing largely positive reactions from analysts. Wedbush kept its Neutral rating and $42 price target on the shares of Super Micro, which provides data center infrastructure solutions. "The last few quarters, SMCI had consistently fallen shy...
cmart7327 Shares of Super Micro Computer ( SMCI ) jumped about 8% premarket on Wednesday after fiscal second-quarter results and outlook surpassed estimates, drawing largely positive reactions from analysts. Wedbush kept its Neutral rating and $42 price target on the shares of Super Micro, which provides data center infrastructure solutions. "The last few quarters, SMCI had consistently fallen shy of management's ambitious sales expectations, while also struggling to meet even declining GM [gross margin] forecasts. FQ2'26 marked a sharp reversal vs. this trend as Supermicro not only vaulted over a high sales bar, but also managed to both meet GM expectations and lift the gross margin outlook for the current quarter (despite a difficult supply backdrop characterized by higher commodity costs)," said the analysts led by Matt Bryson. Needham maintained its Buy rating but cut the price target on the stock to $40 from $51. Analysts led by N. Quinn Bolton said that Super Micro reported fiscal second quarter revenue of $12.68B versus Street's estimate of $10.43B, and guided fiscal third quarter revenue to $12.3B versus Street's estimate of $10.250B. The analysts noted that the beat is attributed to a major customer's data center deployment. The analysts' key takeaways include: Firstly, the company raised its fiscal year 2026 revenue outlook to at least $40B, versus prior guidance of $36B. The company's management believes this forecast is still conservative, as it implies a steep revenue decline in the fiscal fourth quarter, the analysts added. Secondly, the company's Data Center Building Block Solutions, or DCBBS, is gaining momentum across key customers. Notably, DCBBS accounted for 4% of profit in the first half of fiscal 2026, and management expects it to increase to a double-digit percentage by calendar year 2026, the analysts noted. Thirdly, Bolton and his team said that "F3Q26 NG [non-GAAP] gross margin declined ~310bps to 6.4%. The decline was largely driven by a m...
The song has also been added to the festival's music library, and her other hits - Good Luck, Babe!, Hot To Go! and The Giver - will be returning to the collection.
The song has also been added to the festival's music library, and her other hits - Good Luck, Babe!, Hot To Go! and The Giver - will be returning to the collection.
T-Mobile has transformed into a low-volatility capital return engine that offers investors a safe harbor with growing dividends and massive share buybacks.
T-Mobile has transformed into a low-volatility capital return engine that offers investors a safe harbor with growing dividends and massive share buybacks.