Oracle, Adobe in focus as BNP Paribas weighs in on enterprise software sell-off (ORCL:NYSE) Seeking Alpha

mihtiander/iStock via Getty Images Coherent Corp. ( COHR ) posted yet another quarter of stellar results, showcasing its structural breakout demand strength and improving economics in a secular AI upcycle. The Q2 2026 numbers prove yet again that execution backs the high multiples Coherent commands. While today's valuations mean the risk-reward is no longer deeply asymmetric, the structural profile change does mean that a bulk of the rerating is earned and a reversion to older means is ruled out. The stock remains susceptible to a few open execution and industry risks that could create volatility. However, with demand visibility strengthening, margins trending higher structurally, and capacity expansion on track, these risks appear more than balanced by the earnings growth potential from here. All in all, I feel Coherent still offers a speculative Buy setup, where further upside is likely driven by sustained EBITDA growth rather than multiple expansion. Before diving deeper into numbers, it's worth briefly understanding what Coherent actually does and where it sits in the AI infrastructure stack. Coherent is not a GPU or networking systems company. Instead, it supplies the optical and photonic components that allow data to move at extremely high speeds between data centers. Its largest and fastest-growing business is in datacenters and communications today, where it provides the optical engines and transceiver components that process electrical signals. As AI clusters scale, the amount of data moving between servers and racks rises sharply, driving demand for higher-speed optical links such as 800G and emerging 1.6T solutions. This is now the core growth engine of the company. Coherent also serves telecom networking and industrial laser markets, but those segments are no longer the main story. Q2 Review - Strong Growth Momentum Quarterly revenue was up by ~17.5% YoY in Q2 2026, and much of that happened sequentially (~6.5% growth sequentially). That is impressive, p...

Federal enforcers have opened a consumer protection probe into the American Academy of Pediatrics and the leading professional association focused on transgender health care, extending the Trump administration’s attacks on transgender rights. The Federal Trade Commission sent legal demands on Jan. 15 seeking documents and testimony to the American Academy of Pediatrics — a nonprofit organization focused on kids’ health — and the World Professional Association of Transgender Health , a nonprofit known as WPATH. The civil investigative demands seek information as part of a consumer protection investigation into whether the groups allegedly made false or unsubstantiated claims related to the marketing or advertising of pediatric gender dysphoria treatment, according to documents made public Tuesday on the FTC’s website. Both organizations, which provide guidance to doctors, are seeking to overturn the FTC’s information request on the grounds that the agency lacks authority to investigate nonprofit organizations and that the demands violate the groups’ First Amendment rights. The American Academy of Pediatrics issued two sets of clinical guidance to medical professionals on gender-affirming care, and WPATH publishes the Standards of Care, a set of influential guidelines for health-care professionals who treat trans individuals. The petitions to block are the first step in legally challenging the FTC probe. Several advocacy groups, including the nonprofit Media Matters for America, took similar actions before suing the agency over an investigation into alleged ad boycotts against conservative websites. A federal court judge ruled last year the document demands in that probe were illegal retaliation for exercising the constitutional right to free speech. President Donald Trump campaigned on a pledge to roll back trans rights. Since taking office, he declared that gender is immutable, called for banning transgender athletes from participating in women’s sports, successfull...

Image source: The Motley Fool. Wednesday, August 6, 2025 at 11:00 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Jon Winkelried Chief Financial Officer — Jack Charles Weingart Founding Partner — James George Coulter Global Head of Investor Relations — Gary Stein Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS GAAP Net Income Attributable to TPG TPG 0.66% ) -- $15 million reported for the quarter, as stated in opening remarks. -- $15 million reported for the quarter, as stated in opening remarks. After-Tax Distributable Earnings -- $268 million, representing an increase of 30% year over year, equating to $0.69 per share of Class A common stock. -- $268 million, representing an increase of 30% year over year, equating to $0.69 per share of Class A common stock. Dividend -- $0.59 per share of Class A common stock declared, to be paid September 2, 2025, with a record date of August 18, 2025. -- $0.59 per share of Class A common stock declared, to be paid September 2, 2025, with a record date of August 18, 2025. Fundraising -- $11.3 billion raised, nearly 80% higher year over year, including a record $5.4 billion for the credit platform. -- $11.3 billion raised, nearly 80% higher year over year, including a record $5.4 billion for the credit platform. Deployment -- $10.4 billion invested in the quarter, up 36% year over year; credit deployment totaled $4.3 billion. -- $10.4 billion invested in the quarter, up 36% year over year; credit deployment totaled $4.3 billion. Realizations -- $6.5 billion realized in the quarter, exceeding 20% growth year over year, with $2 billion from public market sales. -- $6.5 billion realized in the quarter, exceeding 20% growth year over year, with $2 billion from public market sales. Total Assets Under Management (AUM) -- $261 billion at June 30, 2025, increasing 14% year over year, driven by $36 billion of capital raised and $21 billion of value creation, offset by $23 billion of realizations over 12 month...

Image source: The Motley Fool. Monday, Nov. 4, 2024 at 11 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Jon Winkelried Chief Financial Officer — Jack Weingart Founding Partner and Executive Chairman — Jim Coulter Global Head of Investor Relations — Gary Stein President — Todd Sisitsky Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS GAAP Net Income -- $9 million attributable to TPG Inc, as reported for the period. -- $9 million attributable to TPG Inc, as reported for the period. After-Tax Distributable Earnings -- $189 million, equivalent to $0.45 per Class A common share. -- $189 million, equivalent to $0.45 per Class A common share. Dividend Declared -- $0.38 per Class A common share, payable December 2, 2024. -- $0.38 per Class A common share, payable December 2, 2024. Capital Deployed -- $23 billion deployed year-to-date, reflecting over a 30% increase pro forma YOY. -- $23 billion deployed year-to-date, reflecting over a 30% increase pro forma YOY. Realizations -- $16 billion realized year-to-date, exceeding full-year 2023 on a pro forma basis. -- $16 billion realized year-to-date, exceeding full-year 2023 on a pro forma basis. Capital Raised -- Over $21 billion raised through Q3 across strategies, with $10.4 billion raised in the quarter. -- Over $21 billion raised through Q3 across strategies, with $10.4 billion raised in the quarter. Assets Under Management (AUM) -- $239 billion in total AUM at period end, up 76% YOY, including $75 billion acquired, $30 billion capital raised, and $18 billion value creation, offset by $19 billion in realizations. -- $239 billion in total AUM at period end, up 76% YOY, including $75 billion acquired, $30 billion capital raised, and $18 billion value creation, offset by $19 billion in realizations. Fee-Earning AUM -- Rose 80% YOY to $58 billion, with $26 billion subject to future fee-earning, including $17 billion not yet generating revenue, representing a $144 million annualized opportunity. -...

JEFFERSONVILLE, N.Y., Feb. 10, 2026 (GLOBE NEWSWIRE) -- Jeffersonville Bancorp, Inc. (OTCQB - JFBC) announced today net income for the year ended December 31, 2025 was $12,553,000 or $2.96 per share compared to $11,330,000 or $2.68 per share for the same period in 2024. This represents an increase of $1,223,000 or 10.8%. The increase in full-year net income was primarily attributable to an increase in loan interest and fees of $1,890,000 and a decrease in interest expense of $1,989,000. These gains were partially offset by a decrease in securities and other interest and dividends of $1,705,000, a decrease in non-interest income of $206,000, an increase in total non-interest expenses of $215,000, and an increase in tax expense of $335,000 compared to the same period in 2024. Net income for the fourth quarter was $3,252,000 or $0.77 per share compared to $2,654,000 or $0.63 per share for the same quarter in 2024. The increase in quarterly net income compared to 2024 of $598,000 was primarily attributable to an increase in loan interest and fees of $529,000, a decrease in interest expense of $225,000, and an increase in non-interest income of $196,000, partially offset by an increase in total non-interest expense of $196,000 and in tax expense of $197,000. "I am very pleased to report that our full year results represented the fourth consecutive year of record earnings for the Company," said George W. Kinne, Jr., President and CEO, “Jeff Bank’s strong core deposit base was evidenced by our interest expense being in the lowest percentile among its peer group of 1,296 insured commercial banks in the United States with assets between $300 million and $1 billion. In addition, our return on assets (ROA) of 1.90% was 53% higher and our leverage capital ratio of 14.68% was 35% higher than the average of those same peers. These remarkable accomplishments allowed us to reward our loyal shareholders with two special dividends in addition to our regular dividends in 2025.” A cash...

Key Points Micron's earnings popped by 167% year over year in its fiscal first quarter, and its gross margins continued to expand. Demand for its memory chips could push prices higher this year. Alphabet and Meta Platforms will nearly double their artificial intelligence infrastructure spending in 2026. 10 stocks we like better than Micron Technology › While Micron Technology (NASDAQ: MU) stock has become popular with some tech enthusiasts, the company is not as widely known among investors as many other tech giants. Certainly it doesn't have the name recognition of other leading artificial intelligence (AI) chip stocks like Nvidia. But Micron stock is up 309% over the past year, and could continue to surprise investors in 2026 as spending on AI infrastructure surges. Here's why picking up some shares of Micron could be a smart move right now. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Micron is tapping into heavy demand for memory Micron designs and manufactures memory chips, including those used in artificial intelligence data centers. Its dynamic random access memory (DRAM) and NAND flash memory lines are its two main growth drivers. Soaring AI infrastructure spending last year -- totaling about $400 billion from the top tech companies alone -- has resulted in strong financial performances from Micron. In the company's fiscal 2026 first quarter (which ended Nov. 27), sales increased 56% to $13.6 billion, and non-GAAP (generally accepted accounting principles) earnings spiked by 167% to $4.78 per share. Those figures would be impressive enough on their own, but it's worth noting that the company's gross margins increased too, rising by 11 percentage points to 56%. And management thinks there's even more room for improvement: Its guidance is for gross margins to reach 67% in its fiscal secon...

Tesla veteran Raj Jegannathan has left the company just a few months after the longtime IT executive was promoted to oversee sales and service for the company.

Stocks hitting their 52-week high and delivering consistent performance offer attractive opportunities to investors while building a portfolio. This is because stocks near that level are perceived to be winners. However, stocks touching a new 52-week high are often predisposed to profit-taking, resulting in pullbacks and trend reversals. Moreover, given the high price, investors often wonder if the stock is overpriced. While the speculations are not absolutely baseless, all stocks hitting a 52-week high are not necessarily overpriced. In fact, investors might lose out on top gainers in an attempt to avoid the steep prices. Stocks such as Arrow Electronics ARW, IPG Photonics IPGP, Taiwan Semiconductor TSM and ATI INC ATI are expected to maintain their momentum and keep scaling new highs. Extensive information on a stock is necessary to understand whether or not there is scope for further upside. Here, we discuss a strategy to find the right stocks. The strategy borrows from the basics of momentum investing. This technique bets on “buy high, sell higher.” 52-Week High: A Good Indicator Many times, stocks that hit a 52-week high fail to scale higher despite having potential. This is because investors fear that the stocks are overvalued and expect the price to crash. In fact, overvaluation is natural for most of these stocks as investors’ focus (or willingness to pay a premium) has helped them reach the level. But that does not always indicate an impending decline. Factors such as robust sales, surging profit levels, earnings growth prospects and strategic acquisitions that encourage investors to bet on these stocks could keep them motivated if there is no tangible negative. In other words, the momentum might continue. Also, when a string of positive developments dominates the market, investors find their underreaction unwarranted, even if there are no company-specific driving forces. Setting the Right Filters We ran a screen to zero in on 52-week high stocks (trading n...

Top Tesla Executive Leaves Carmaker The Wall Street Journal

CVS Health（CVS）周二早盘上涨2.6%，此前该公司报告第四季度营收和每股收益超预期，重申2026年每股收益7.00-7.20美元，并维持不低于4000亿美元的营收指引，因安泰保险利润率改善且Caremark受益于新处方集举措。 责任编辑：张俊 SF065

格隆汇2月10日｜美国财长贝森特周二表示，在特朗普提名的美联储主席人选凯文·沃什的领导下，美联储将密切关注以确保在人工智能快速发展的背景下，就业与生产率之间不会出现“时间错配”。贝森特通过视频在巴西投行BTGPactual主办的一场活动上发言时表示，美国经济在2025年最后三个季度的平均增长率将达到4.1%，并预测今年名义GDP增速（不含通胀）可能达到6%。贝森特称，从历史上看，生产率繁荣往往伴随着就业繁荣，美联储将对此密切关注，“以确保不会出现时间上的错配”。

QUALCOMM Incorporated (NASDAQ:QCOM) is one of the 10 AI Stocks Analysts Are Watching. On February 5, Piper Sandler analyst Harsh Kumar reiterated an Overweight rating on the stock with a $200.00 price target. The rating affirmation follows QCOM’s December 2026 quarter results. The company reported stronger-than-expected earnings for the first quarter of fiscal 2026, with EPS of $3.50, beating the forecast of $3.40. It also exceeded revenue expectations, posting $12.25 billion compared to the expected $12.11 billion. While QCOM did beat expectations, its March guidance was considerably tempered by memory constraints at certain OEMs, particularly in China, which led to reduced supply forecasts. For the March 2026 quarter, QCOM’s handset business is forecast to decline sharply by 22% sequentially. Meanwhile, other key segments, such as Automotive and IoT, continue to establish strong growth. Qualcomm (QCOM) Beats Estimates as Piper Sandler Reiterates Overweight Rating The research firm does not anticipate a significant recovery in the handset business through September 2027 due to tight memory conditions. It also mentioned that 2027 will be impacted by the Apple agreement. Qualcomm is expected to provide clarity regarding its data center strategy and ramp during its upcoming analyst day. This, the firm believes, could potentially boost estimates. QUALCOMM Incorporated (NASDAQ:QCOM) develops wireless technologies, supplies chips for mobile, automotive, and IoT, licenses patents, and invests in emerging tech. While we acknowledge the potential of QCOM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now. Disclosure: None. This arti...

Qualcomm (QCOM) Beats Estimates as Piper Sandler Reiterates Overweight Rating Yahoo Finance

The sun sets behind burning gas flares at the Dora (Daura) Oil Refinery Complex in Baghdad on December 22, 2024. Ahmad Al-rubaye | Afp | Getty Images The Environmental Protection Agency moved to finalize the revocation of a critical scientific finding that undergirds the U.S. government's climate regulations and ability to regulate greenhouse gases, the agency told CNBC. The EPA took a key step to ax the 2009 " endangerment finding " over the weekend by submitting the proposed rule to the Office of Management and Budget, the EPA press office told CNBC. The agency initially proposed rescinding it in July last year. "This week at the White House, President Trump will be taking the most significant deregulatory actions in history to further unleash American energy dominance and drive down costs," White House spokeswoman Karoline Leavitt said in an email to CNBC. The revocation of the endangerment finding would represent the Trump administration's biggest broadside yet against efforts to combat climate change and would be a boon for the fossil fuel industry that has fought against climate regulations for years. The endangerment finding determined that greenhouse gases pose a risk to public health and welfare, giving EPA the authority to regulate them. Effectively, the EPA's move would immediately wipe away regulations on emissions from the country's highest polluting sector in transportation. Read more CNBC politics coverage Federal judge orders Fulton County Georgia election case documents unsealed by Tuesday Epstein files: Congress members call for Trump Commerce chief Lutnick to resign, or be fired Trump condemns racist video showing Obamas as apes after removing it, but says he won’t apologize Rescinding the endangerment finding, which was signed during the Obama administration and serves as the basis for troves of U.S. climate policy enacted since, would cause EPA to "lack statutory authority under Section 202(a) of the Clean Air Act (CAA) to prescribe standards fo...

Ceri Breeze/iStock Editorial via Getty Images Aerospace and defense are both pretty hot sectors today, and Textron ( TXT ) is near a 52-week high, but it’s harder to work up a lot of enthusiasm about the name right now. The bizjet business should have another good year, but segment-level profit misses are concerning. Likewise, it remains to be seen how profitable the MV-75 program will be, particularly with the company spending money to accelerate delivery timelines. Textron shares are only up about 10% since my last update , lagging not only the industrial sector as a whole over that time but multiple aerospace and defense comparables like Bombardier ( BDRBF ), Northrop Grumman ( NOC ), Lockheed Martin ( LMT ), and General Dynamics ( GD ) as well. Today’s valuation is part of my “meh” thesis – the stock is a little undervalued, but not so much so that I’m chomping at the bit to buy. While I can see some potential upside in the business for 2026 (particularly Aviation margins), I also see ongoing risks across the Aviation, Bell, Systems, and Industrial businesses. The best case I can make may be that the Street just seems kind of bored with the name, with only a handful of “Buy” ratings but plenty of price targets in the mid-to-high $90s. If that is, in fact, an accurate portrayal of sentiment, the shares could rerate more meaningfully on stronger operating performance. Q4 Results Were… Yep… “Meh” Textron has established an odd pattern since my last article on the company, with quarterly results typically missing on either revenue or segment profits, but not both. After a third quarter that was a little light on revenue and better on margins, this quarter flipped the script with a weaker profit line on a small revenue beat. Revenue rose almost 16%, beating by 2%, while manufacturing revenue rose about 17% in organic terms. Aviation led the way with 36% growth that matched expectations. Bell revenue rose 11%, beating by 6%, while Systems rose 4% (missing by 4%), and ...

NicoElNino The S&P 500 Software and Services Group ( XSW ) has experienced a dramatic reversal after being “easily the worst-performing industry group in the S&P 500,” according to analysis from Bespoke’s research team. Through last Thursday’s close, the sector declined by over 20% year-to-date—more than twice as much as the next closest group, autos and auto parts. Over the subsequent two trading days, software stocks ( IGV ), ( IGPT ), ( XSW ) bounced back sharply, rallying more than 5%. The researchers noted that individual stock performance within the group varied widely during the downturn. AppLovin ( APP ) led the decline with a staggering 44% drop through last Thursday, while Gartner ( IT ), Intuit ( INTU ), ServiceNow ( NOW ), and Oracle ( ORCL ) were all down 30% for the year. Akamai ( AKAM ) stood out as the “lone stock in the group up YTD,” the team observed. The strategist explained that the recent recovery defied conventional market logic, where typically “the biggest losers bounce the most, while the stocks that held up the best don’t see nearly the juice.” While AllLovin ( APP ) and Oracle ( ORCL ) gained 22.7% and 14.7%, respectively, since last Thursday’s close, “that hasn’t exactly played out” across the board, as other major year-to-date losers performed in line with or below the group average. According to the note, the recovery pattern suggests investors are becoming more selective rather than “indiscriminately going in and buying whatever is down the most.” The team found evidence that investors have been more discerning, “attempting to weed out the ultimate winners and losers” rather than simply chasing beaten-down names. The analysis team concluded that this shift toward more “choiceful” investing represents a positive development for market health. “Whether they end up being right is a big if, but it still strikes us as a healthy sign,” the researchers wrote, suggesting that the more sophisticated approach to the software sector’s recovery i...

格隆汇2月10日｜桥水基金创始人瑞·达利欧在一场访谈中谈及普通人应如何对未来的不确定性，并给出几项建议。首先，尝试储蓄、建立多元化的投资组合，拥有关于金钱的知识。其次，好好抚养你的孩子，让他们健康成长、接受良好的教育，这样他们才能真正发挥效用。另外，前往发展机会更好的地方，让文明素养和生产力得以提升，远离内战和国际冲突。达利欧直言，如果能做好这些基本的事情，几乎其他所有问题都会迎刃而解。

Investors in Rubrik Inc (Symbol: RBRK) saw new options become available today, for the September 18th expiration. One of the key inputs that goes into the price an option buyer is willing to pay, is the time value, so with 220 days until expiration the newly available contracts represent a potential opportunity for sellers of puts or calls to achieve a higher premium than would be available for the contracts with a closer expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the RBRK options chain for the new September 18th contracts and identified one put and one call contract of particular interest. The put contract at the $55.00 strike price has a current bid of $9.50. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $55.00, but will also collect the premium, putting the cost basis of the shares at $45.50 (before broker commissions). To an investor already interested in purchasing shares of RBRK, that could represent an attractive alternative to paying $55.28/share today. Because the $55.00 strike represents an approximate 1% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 64%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 17.27% return on the cash commitment, or 28.66% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for Rubrik Inc, and highlighting in green where the $55.00 strike is located relative to that history: Turning to the calls side of the opti...

Investors in UiPath Inc (Symbol: PATH) saw new options begin trading today, for the April 17th expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the PATH options chain for the new April 17th contracts and identified one put and one call contract of particular interest. The put contract at the $13.00 strike price has a current bid of $1.43. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $13.00, but will also collect the premium, putting the cost basis of the shares at $11.57 (before broker commissions). To an investor already interested in purchasing shares of PATH, that could represent an attractive alternative to paying $13.23/share today. Because the $13.00 strike represents an approximate 2% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 60%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 11.00% return on the cash commitment, or 60.87% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for UiPath Inc, and highlighting in green where the $13.00 strike is located relative to that history: Turning to the calls side of the option chain, the call contract at the $14.00 strike price has a current bid of $1.38. If an investor was to purchase shares of PATH stock at the current price level of $13.23/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $14.00. Considering the call seller will also collect...

Investors in Blackstone Secured Lending Fund (Symbol: BXSL) saw new options become available today, for the January 2028 expiration. One of the key inputs that goes into the price an option buyer is willing to pay, is the time value, so with 710 days until expiration the newly available contracts represent a possible opportunity for sellers of puts or calls to achieve a higher premium than would be available for the contracts with a closer expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the BXSL options chain for the new January 2028 contracts and identified the following put contract of particular interest. The put contract at the $25.00 strike price has a current bid of $2.50. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $25.00, but will also collect the premium, putting the cost basis of the shares at $22.50 (before broker commissions). To an investor already interested in purchasing shares of BXSL, that could represent an attractive alternative to paying $25.46/share today. Because the $25.00 strike represents an approximate 2% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 39%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 10.00% return on the cash commitment, or 5.14% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for Blackstone Secured Lending Fund, and highlighting in green where the $25.00 strike is located relative to that history: The ...

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Investors in DigitalOcean Holdings Inc (Symbol: DOCN) saw new options begin trading today, for the April 17th expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the DOCN options chain for the new April 17th contracts and identified one put and one call contract of particular interest. The put contract at the $62.50 strike price has a current bid of $4.20. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $62.50, but will also collect the premium, putting the cost basis of the shares at $58.30 (before broker commissions). To an investor already interested in purchasing shares of DOCN, that could represent an attractive alternative to paying $63.80/share today. Because the $62.50 strike represents an approximate 2% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 63%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 6.72% return on the cash commitment, or 37.19% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for DigitalOcean Holdings Inc, and highlighting in green where the $62.50 strike is located relative to that history: Turning to the calls side of the option chain, the call contract at the $67.50 strike price has a current bid of $5.10. If an investor was to purchase shares of DOCN stock at the current price level of $63.80/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $67.50. Considering the ...

过去四个月，美国国债激增6960亿美元，总额升至GDP的约100%，其中1月份发行国债940亿美元。 随着国债利息成本突破1万亿美元，美国财政可持续性担忧加剧；债券持有人（iShares 20+年期国债ETF （TLT））持续关注国债久期和利率风险。 责任编辑：张俊 SF065

Petrosen , Senegal’s state-owned oil company, plans to conduct its own $100-million exploration campaign this year to discover crude in onshore fields. The West African nation joined the ranks of significant oil and gas producers in recent years with the start of output at the BP Plc -led Greater Tortue Ahmeyim field and Woodside Energy Group Ltd. ’s Sangomar project. Now, Petrosen is planning to strike out and make the next discovery itself, Chief Executive Officer Alioune Gueye told Bloomberg. “Since we have discoveries offshore, it begs to reason that we also have the same potential that we have onshore,” he said. “We are investing at least $100 million dollars to jump start that exploration.” National oil companies throughout Africa, including Nigeria, Equatorial Guinea and Angola, have taken steps to raise capacity, enabling them to take over as explorers and operators of their natural resources, though developing the skills and financial capacity to compete in the sector remains an ongoing challenge. BP loaded its first liquefied natural gas cargo from the floating GTA project in 2025 and Woodside began pumping oil the previous year. Both developments experienced delays before reaching production. Senegal hasn’t had onshore exploration in decades, according to Gueye. “Our hope is by the end of the year to have some major find in our onshore basin.”

Investors in HubSpot Inc (Symbol: HUBS) saw new options begin trading today, for the May 15th expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 94 days until expiration the newly trading contracts represent a potential opportunity for sellers of puts or calls to achieve a higher premium than would be available for the contracts with a closer expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the HUBS options chain for the new May 15th contracts and identified one put and one call contract of particular interest. The put contract at the $230.00 strike price has a current bid of $28.10. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $230.00, but will also collect the premium, putting the cost basis of the shares at $201.90 (before broker commissions). To an investor already interested in purchasing shares of HUBS, that could represent an attractive alternative to paying $237.24/share today. Because the $230.00 strike represents an approximate 3% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 63%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 12.22% return on the cash commitment, or 47.46% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for HubSpot Inc, and highlighting in green where the $230.00 strike is located relative to that history: Turning to the calls side of the option c...

Winter Storm Triggers $15 Billion Power Surge On Key U.S. Grid A brutal January cold snap sent electricity prices soaring across the largest U.S. power grid, as operators scrambled to meet surging heating demand and prevent outages, according to Bloomberg . On the PJM Interconnection system — which supplies power to roughly one-fifth of Americans — wholesale electricity costs reached $15.38 billion for the month, more than double the $7.34 billion recorded a year earlier, according to Joe Bowring of Monitoring Analytics LLC. The early figures suggest households could soon face higher utility bills, a sensitive political issue after energy prices influenced several gubernatorial races last year. The spike came alongside sharply rising natural gas prices, which hit multi-year highs across much of the East Coast and set records in some regions. Bloomberg writes that despite the strain, the grid largely held up during the extreme weather. “happy surprise,” said Judy Chang of the Federal Energy Regulatory Commission at a Washington conference. “We are not over it yet, but I’m hoping that the next week, too, we will survive. It’s a severe situation.” Energy purchases drove most of the increase, climbing to $12.47 billion from $5.67 billion last January. Meanwhile, emergency measures to bolster supplies — including activating rarely used generators and covering fuel costs — more than doubled to $849 million. Adding to the pressure, PJM is experiencing rapid demand growth as utilities expand capacity for data centers and artificial intelligence, further tightening available supplies. Obviously, bringing more nuclear power plants online could ease this pressure over the long term by adding large amounts of reliable, round-the-clock electricity that isn’t dependent on weather or volatile fuel markets. Unlike natural gas, nuclear generation is insulated from price spikes during cold snaps, and unlike wind or solar, it can operate at full capacity regardless of conditions. Expa...

Salesforce, Inc. CRM shares have plunged 16.8% over the past six months, underperforming the broader Zacks Computer and Technology sector’s gain of 10.8%. The sharp contrast raises a tough question: Should investors consider this decline as a buying opportunity, or is it time to move on from Salesforce stock? While near-term issues are weighing on the stock, there’s still a strong fundamental case for investing in CRM. Salesforce Six-Month Price Return Performance Zacks Investment Research Image Source: Zacks Investment Research What’s Behind Salesforce’s Weak Performance? A decelerating growth trend has turned investors cautious about Salesforce’s near-term prospects. For years, it has delivered strong double-digit revenue increases. That pace has now cooled down to single digits. In the first nine months of fiscal 2026, revenues rose just 8.7% year over year. This slowdown reflects cautious enterprise spending amid economic uncertainty and geopolitical pressures. Analysts’ revenue projections indicate no significant improvement in the years ahead. The Zacks Consensus Estimate for fiscal 2026 and 2027 revenues indicates growth of 9.5% and 10.9%, respectively, year over year. The impact is also visible in profit forecasts. Salesforce’s earnings per share (EPS) is now expected to witness a CAGR of 15% over the next five years, which is a big drop from the 27.8% CAGR it posted over the previous five years. Fiscal 2026 and 2027 EPS forecasts indicate a year-over-year improvement of 15.3% and 10.5%, respectively. Zacks Investment Research Image Source: Zacks Investment Research This changing growth profile shows how businesses are adjusting their IT budgets. Instead of large digital transformation projects, many are opting for smaller, lower-risk investments. For Salesforce, this means it has to use strategies to stay competitive and relevant. Salesforce is now focusing on enhancing its portfolio in the enterprise software market and integrating artificial intelligence ...

华尔街最受关注、最能影响市场走势的研究评级汇总在此。以下是由 The Fly 整理的、投资者需了解的今日最新评级变动。 五大上调评级 Arete 将 Snap （色拉布，SNAP）从中性上调至买入，目标价 7.30 美元 该行在研报中表示，公司收入增长正从依赖 “规模不足” 的广告业务，转向 更高利润率的经常性订阅收入 。 奥本海默 将 Unity（U）从同步大市上调至跑赢大市，目标价 38 美元 该行认为，近期因担忧 谷歌 等 “世界模型” 会取代游戏引擎而引发的抛售 从根本上是错误的 ，忽视了 Unity 在开发环节中独特的架构作用。 Gordon Haskett 将 Booking Holdings（缤客，BKNG）从持有上调至买入，目标价 5，440 美元 该行认为投资者对 AI 带来的竞争冲击担忧 反应过度 ，低估了 Booking 的运营优势与防御性壁垒。 大和证券 将 Palantir（PLTR）从中性上调至买入，目标价从 200 美元下调至 180 美元 大和称：“财报发布留下了正面印象。” 雷蒙德・詹姆斯 将 Take-Two（TTWO）从跑赢大市上调至强力买入，目标价 285 美元（不变） 该行认为近期抛售 过度 ，股价回调带来了更具吸引力的风险收益比。 五大下调评级 汇丰 将 雅诗兰黛 （EL）从买入下调至持有，目标价从 105 美元上调至 106 美元 该行表示，雅诗兰黛季度 “温和” 的有机收入上调， 低于市场此前预期 ，令投资者失望。 花旗 将 安德玛 （UAA）从中性下调至卖出，目标价 6.20 美元（不变） 该行称，公司在北美市场的转型在 2026 财年面临 多重压力 。 雷蒙德・詹姆斯 将 Wingstop（WING）从强力买入下调至跑赢大市，目标价 325 美元（不变） 该股今日早间亦被 TD Cowen 下调评级。雷蒙德・詹姆斯对其短期销售趋势持谨慎态度。 Truist 将 Texas Roadhouse（TXRH）从买入下调至持有，目标价从 206 美元下调至 188 美元 该行认为牛肉价格通胀至少会持续到 2027 年，将限制估值扩张，并压制利润率与盈利预期。 Loop Capital 将 Monday.com（MNDY）从买入下调至持有，目标价从 195 美元下调至 80 美元 该行称公司季度业绩 “尚可但不算亮眼”，高端...

Source: Bloomberg, 7:49