It's important to look at this stock through a long-term lens. When Dan Ives talks about technology stocks, investors sit up and take notice. Ives, managing director and global head of tech research at Wedbush, has proven his ability to identify tomorrow's winners. He's remained bullish on tech stocks, even during difficult times, as he sets aside short-term headwinds and focuses on the long-term ...
It's important to look at this stock through a long-term lens. When Dan Ives talks about technology stocks, investors sit up and take notice. Ives, managing director and global head of tech research at Wedbush, has proven his ability to identify tomorrow's winners. He's remained bullish on tech stocks, even during difficult times, as he sets aside short-term headwinds and focuses on the long-term picture. For example, Ives kept his cool last year as potential import tariffs threatened to hurt U.S. tech companies' growth. (As it turned out, the U.S. exempted companies that are investing at home, eliminating the tariff risk for many.) Investors who followed Ives' advice and stuck with or even bought tech stocks at their lows went on to score a win. Just this week, Ives reiterated his price target on a tech stock that's climbed 1,700% over the past three years, implying the stock may gain 46% over the coming 12 months. Let's take a look at this potential winner. An Ives favorite This stock has been a longtime favorite of Ives, and he's championed it even as others worried about its soaring valuation. I'm talking about Palantir Technologies (PLTR 6.87%). Ives reiterated a $230 price target on the stock in a post on X this week, following the company's latest earnings report. Ives called it "another strong drop the mic quarter of beats across the board." Palantir has been on a winning streak for quite some time, posting quarter after quarter of earnings gains, and this is driven by two strong businesses: commercial and government. The company makes software that aggregates a customer's data, studies it, and uses conclusions to make better decisions, develop strategies, and much more. Palantir's Artificial Intelligence Platform (AIP), launched a few years ago, has emerged as a star product as it's driven by AI -- and therefore allows customers to immediately make use of this hot technology. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( -6.87 %) $ -9.59 Curre...
It's important to look at this stock through a long-term lens. When Dan Ives talks about technology stocks, investors sit up and take notice. Ives, managing director and global head of tech research at Wedbush, has proven his ability to identify tomorrow's winners. He's remained bullish on tech stocks, even during difficult times, as he sets aside short-term headwinds and focuses on the long-term ...
It's important to look at this stock through a long-term lens. When Dan Ives talks about technology stocks, investors sit up and take notice. Ives, managing director and global head of tech research at Wedbush, has proven his ability to identify tomorrow's winners. He's remained bullish on tech stocks, even during difficult times, as he sets aside short-term headwinds and focuses on the long-term picture. For example, Ives kept his cool last year as potential import tariffs threatened to hurt U.S. tech companies' growth. (As it turned out, the U.S. exempted companies that are investing at home, eliminating the tariff risk for many.) Investors who followed Ives' advice and stuck with or even bought tech stocks at their lows went on to score a win. Just this week, Ives reiterated his price target on a tech stock that's climbed 1,700% over the past three years, implying the stock may gain 46% over the coming 12 months. Let's take a look at this potential winner. An Ives favorite This stock has been a longtime favorite of Ives, and he's championed it even as others worried about its soaring valuation. I'm talking about Palantir Technologies (PLTR 6.87%). Ives reiterated a $230 price target on the stock in a post on X this week, following the company's latest earnings report. Ives called it "another strong drop the mic quarter of beats across the board." Palantir has been on a winning streak for quite some time, posting quarter after quarter of earnings gains, and this is driven by two strong businesses: commercial and government. The company makes software that aggregates a customer's data, studies it, and uses conclusions to make better decisions, develop strategies, and much more. Palantir's Artificial Intelligence Platform (AIP), launched a few years ago, has emerged as a star product as it's driven by AI -- and therefore allows customers to immediately make use of this hot technology. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( -6.87 %) $ -9.59 Curre...
France ’s exports to the US of signature products including champagne and perfume slumped at the end of last year, weighed by President Donald Trump ’s tariffs and a weaker dollar. Shipments of spirits tumbled 47% on year in the final quarter of 2025, wine fell 39% and perfumes and cosmetics were down 25%, data from the French customs office showed. Part of the downturn is attributable to front-lo...
France ’s exports to the US of signature products including champagne and perfume slumped at the end of last year, weighed by President Donald Trump ’s tariffs and a weaker dollar. Shipments of spirits tumbled 47% on year in the final quarter of 2025, wine fell 39% and perfumes and cosmetics were down 25%, data from the French customs office showed. Part of the downturn is attributable to front-loading of exports at the start of the year in anticipation of Trump’s tariffs. But outbound trade at the end of 2025 was still well below comparable period of previous years, the customs office said on Friday. Its annual report on commerce also highlighted that exports of wines to the rest of the world were stable and drop in spirits were far less pronounced than to the US. A large part of the decline comes from a slump in prices to the American market, with the cost of champagne going to the US falling 20% on year in the second half of 2025. France’s exports of wines and champagne to the US has been a flash point in trade tensions after Trump floated a 200% levy last month. The French minister for trade, Nicolas Forissier , said such threats are unacceptable and would trigger a response from Europe.
Key Points GAMCO Investors sold 34,492 shares of Herc Holdings in the fourth quarter; the estimated transaction value was $4.73 million (based on quarterly average pricing). Nevertheless, the quarter-end position value actually rose by $29.81 million, reflecting both share sales and price movement. Post-trade, the fund reported holding 1,066,722 shares valued at $158.28 million. 10 stocks we like ...
Key Points GAMCO Investors sold 34,492 shares of Herc Holdings in the fourth quarter; the estimated transaction value was $4.73 million (based on quarterly average pricing). Nevertheless, the quarter-end position value actually rose by $29.81 million, reflecting both share sales and price movement. Post-trade, the fund reported holding 1,066,722 shares valued at $158.28 million. 10 stocks we like better than Herc › On Feb. 5, GAMCO Investors reported selling 34,492 shares of Herc Holdings (NYSE:HRI) in a fourth-quarter SEC filing, an estimated $4.73 million trade based on quarterly average pricing. What happened According to its SEC filing dated Feb. 5, GAMCO Investors sold 34,492 shares of Herc Holdings (NYSE:HRI) during the fourth quarter. The estimated trade size was $4.73 million, based on average closing prices for the quarter. The value of the Herc Holdings stake, meanwhile, increased by $29.81 million in the period, reflecting both the share reduction and price changes (with shares up more than 25% in the period). What else to know Following the sale, Herc Holdings represents 1.52% of GAMCO’s reportable U.S. equity AUM. Top five holdings after the filing: NYSE:MLI: $214.36 million (2.1% of AUM) NYSE:GATX: $203.12 million (2.0% of AUM) NYSE:CR: $196.42 million (1.9% of AUM) NYSE:MSGS: $158.65 million (1.5% of AUM) NYSE:HRI: $158.28 million (1.5% of AUM) As of Feb. 4, shares of Herc Holdings were priced at $169.38, down 15.4% over the past year and well underperforming the S&P 500’s roughly 14% gain in the same period. Company overview Metric Value Price (as of Feb. 4) $169.38 Market capitalization $5.73 billion Revenue (TTM) $3.88 billion Dividend yield 1.62% Company snapshot Herc Holdings provides equipment rental services, including aerial, earthmoving, material handling, trucks, trailers, and specialty solutions such as power generation, climate control, and remediation equipment. The company generates revenue primarily through short- and long-term equipmen...
PixelsEffect/E+ via Getty Images The following segment was excerpted from the Fairlight Alpha Fund Q4 2025 Letter . BranchOut Food is a very interesting situation. This company, founded by Eric Healy 1 , a former mechanical engineer at Boeing, is a producer of dried foods using a novel technique called GentleDry TM . This process combines a partial vacuum with gentle microwave heating to dry out a...
PixelsEffect/E+ via Getty Images The following segment was excerpted from the Fairlight Alpha Fund Q4 2025 Letter . BranchOut Food is a very interesting situation. This company, founded by Eric Healy 1 , a former mechanical engineer at Boeing, is a producer of dried foods using a novel technique called GentleDry TM . This process combines a partial vacuum with gentle microwave heating to dry out and create a variety of foods such as salted bell pepper chips, crunchy strawberry halves and crunchy pineapple chips. As opposed to freeze drying, the chips retain more color, flavor and nutrients (95% of the original is preserved) and the process is lower cost. The company is based in Oregon, but its manufacturing base is in Peru near the farms that create this produce, so shipping and production costs are reduced and food is fresh. They buy “ugly” produce that reduces costs, increases farm income, reduces waste, and has no impact on the final dried product. They have three business segments: branded retail, private label (for the largest retailer in the US and the largest warehouse club 2 ), and ingredients. Each of these areas has been expanding rapidly. With production only starting late 2024, the company has roughly doubled sales each year since 2022. In 2024 sales were $6.5 million, estimated sales for 2025 should be in the region of $14 million, and the potential is for $30 million in 2026. They are scaling rapidly to achieve this with sales across an estimated 4,000 locations. One of their main challenges to date has been keeping up with demand. Several times in 2025 they had to resort to air shipping products to retailers to meet deadlines, which has caused costs to be higher than under a more optimal production-shipping cycle. In spite of this, they reached breakeven in September 2025, and with increasing volumes and reduced additional marginal costs (they can increase production at the same facility) more of the value of these sales will drop to the bottom line. ...
Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk has touted an "Optimus Academy" to train the automaker's Optimus humanoid robots. Optimus Academy In a new interview with podcaster Dwarkesh Patel, alongside Stripe co-founder John Collison on Thursday, Musk shared his plans of building an "Optimus academy." He shared that Tesla would need to build a lot of robots and put them in the academy to help the robot...
Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk has touted an "Optimus Academy" to train the automaker's Optimus humanoid robots. Optimus Academy In a new interview with podcaster Dwarkesh Patel, alongside Stripe co-founder John Collison on Thursday, Musk shared his plans of building an "Optimus academy." He shared that Tesla would need to build a lot of robots and put them in the academy to help the robots do "self-play in reality," adding that Tesla was building it out to have "at least 10,000 Optimus robots, maybe 20-30,000 [robots] that are doing self-play and testing different tasks." Musk also hailed Tesla's reality generator, which he said would help in training the robots. He also shared that Tesla would employ "millions of simulated robots in a simulated world" and then close the "simulations to reality gap" by using the real-world robots. SpaceX, Tesla's Solar Mandate During his appearance on the podcast, Musk reiterated his bullish stance on solar energy. "We're going as fast as possible in scaling domestic production [of solar cells]," Musk said when asked about his solar goals. He then shared that "both Tesla and SpaceX have a mandate to get to 100 GW a year of solar," Musk said. Benzinga Edge Rankings show that Tesla scores well on the Momentum metric and offers a favorable price trend in the Long Term. Price Action: TSLA slid 2.17% to $397.21 at market close on Thursday, sliding 2.09% further to $388.90 during the after-hours session. Check out more of Benzinga's Future Of Mobility coverage by following this link. Photo courtesy: Shutterstock
The popular online brokerage Robinhood offers several filters for investors looking for interesting stocks, including one for dividend yield, which compares a company's annual dividend to its share price. This essentially tells investors how much they will earn in dividends based on how much they pay for a share. If an investor buys one share for $100 that pays an annual dividend of $3, the divide...
The popular online brokerage Robinhood offers several filters for investors looking for interesting stocks, including one for dividend yield, which compares a company's annual dividend to its share price. This essentially tells investors how much they will earn in dividends based on how much they pay for a share. If an investor buys one share for $100 that pays an annual dividend of $3, the dividend yield is 3%. One of the highest dividend yields on Robinhood's screener was for a closed-end investment company called Oxford Lane Capital (NASDAQ: OXLC), which has a trailing-12-month dividend yield of about 48%, an astounding figure well above the norm. Is a dividend yield like this simply too good to be true? If you follow markets, then you've probably heard about private credit. After the Great Recession of 2007-2009, lawmakers passed sweeping bank regulations to make the banking system safer and less vulnerable to another meltdown. Although the regulation succeeded on this front, further regulation also stymied bank lending, which opened the world to private credit. Continue reading
Key Points The iShares Global Clean Energy ETF has gained 62% in the past year. During the past year, this renewable energy fund has outperformed the S&P 500, the Nasdaq, and some major oil companies. Solar power is projected to make up 80% of the growth in renewable power generation in the next five years. 10 stocks we like better than iShares Trust - iShares Global Clean Energy ETF › Major techn...
Key Points The iShares Global Clean Energy ETF has gained 62% in the past year. During the past year, this renewable energy fund has outperformed the S&P 500, the Nasdaq, and some major oil companies. Solar power is projected to make up 80% of the growth in renewable power generation in the next five years. 10 stocks we like better than iShares Trust - iShares Global Clean Energy ETF › Major technology companies like Alphabet, Meta Platforms, and Microsoft are investing a combined hundreds of billions of dollars per year to build artificial intelligence (AI) data centers. All of that spending is driving strong demand for semiconductors and related hardware, as well as for the associated services needed to support that infrastructure. However, AI data centers don't just run on chips and servers. They need electricity, too -- and massive amounts of it. The AI power trade is based on the premise that demand for electricity to keep that digital infrastructure running is going to keep growing rapidly. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » At this point, AI data center operators are inking deals to get electricity from whatever sources they can find. Some technology companies are even making deals with utilities to restart decommissioned nuclear reactors. And for a host of reasons, the clean energy segment is becoming a big part of the equation. With that in mind, it's not so surprising that the iShares Global Clean Energy ETF (NASDAQ: ICLN) is up by 66% in the past year, outperforming the broad S&P 500 index, the tech-heavy Nasdaq-100, and major oil companies like ExxonMobil and ConocoPhillips. Investors are enthusiastic about the potential for clean energy producers to help meet the booming demand for electricity. If you're bullish on AI and clean energy, here are a few reasons to invest in this renewable energy ETF. Demand for electricity ...