Analysts on Wall Street project that Qualcomm (QCOM) will announce quarterly earnings of $3.37 per share in its forthcoming report, representing a decline of 1.2% year over year. Revenues are projected to reach $12.23 billion, increasing 4.8% from the same quarter last year. The consensus EPS estimate for the quarter has undergone a downward revision of 2.5% in the past 30 days, bringing it to its...
Analysts on Wall Street project that Qualcomm (QCOM) will announce quarterly earnings of $3.37 per share in its forthcoming report, representing a decline of 1.2% year over year. Revenues are projected to reach $12.23 billion, increasing 4.8% from the same quarter last year. The consensus EPS estimate for the quarter has undergone a downward revision of 2.5% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe. Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock. While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight. That said, let's delve into the average estimates of some Qualcomm metrics that Wall Street analysts commonly model and monitor. The combined assessment of analysts suggests that 'Revenues- QTL' will likely reach $1.50 billion. The estimate indicates a year-over-year change of -2.3%. The average prediction of analysts places 'Revenues- QCT- Automotive' at $1.09 billion. The estimate suggests a change of +13.9% year over year. It is projected by analysts that the 'Revenues- QCT- IoT (internet of things)' will reach $1.76 billion. The estimate points to a change of +13.4% from the year-ago quarter. The collective assessment of analysts points to an estimated 'Revenues- QCT- Handsets' of $7.79 billion. The estimate indicates a year-over-year change of +2.9%. According to the collective judgment of analysts, 'Revenues- QCT' should ...
Analysts on Wall Street project that Qualcomm (QCOM) will announce quarterly earnings of $3.37 per share in its forthcoming report, representing a decline of 1.2% year over year. Revenues are projected to reach $12.23 billion, increasing 4.8% from the same quarter last year. The consensus EPS estimate for the quarter has undergone a downward revision of 2.5% in the past 30 days, bringing it to its...
Analysts on Wall Street project that Qualcomm (QCOM) will announce quarterly earnings of $3.37 per share in its forthcoming report, representing a decline of 1.2% year over year. Revenues are projected to reach $12.23 billion, increasing 4.8% from the same quarter last year. The consensus EPS estimate for the quarter has undergone a downward revision of 2.5% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe. Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock. While investors typically rely on consensus earnings and revenue estimates to gauge how the business may have fared during the quarter, examining analysts' projections for some of the company's key metrics often helps gain a deeper insight. That said, let's delve into the average estimates of some Qualcomm metrics that Wall Street analysts commonly model and monitor. The combined assessment of analysts suggests that 'Revenues- QTL' will likely reach $1.50 billion. The estimate indicates a year-over-year change of -2.3%. The average prediction of analysts places 'Revenues- QCT- Automotive' at $1.09 billion. The estimate suggests a change of +13.9% year over year. It is projected by analysts that the 'Revenues- QCT- IoT (internet of things)' will reach $1.76 billion. The estimate points to a change of +13.4% from the year-ago quarter. The collective assessment of analysts points to an estimated 'Revenues- QCT- Handsets' of $7.79 billion. The estimate indicates a year-over-year change of +2.9%. According to the collective judgment of analysts, 'Revenues- QCT' should ...
Wall Street analysts forecast that Alphabet (GOOGL) will report quarterly earnings of $2.58 per share in its upcoming release, pointing to a year-over-year increase of 20%. It is anticipated that revenues will amount to $94.7 billion, exhibiting an increase of 16% compared to the year-ago quarter. The current level reflects a downward revision of 0.4% in the consensus EPS estimate for the quarter ...
Wall Street analysts forecast that Alphabet (GOOGL) will report quarterly earnings of $2.58 per share in its upcoming release, pointing to a year-over-year increase of 20%. It is anticipated that revenues will amount to $94.7 billion, exhibiting an increase of 16% compared to the year-ago quarter. The current level reflects a downward revision of 0.4% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period. Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock. While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective. With that in mind, let's delve into the average projections of some Alphabet metrics that are commonly tracked and projected by analysts on Wall Street. According to the collective judgment of analysts, 'Revenues- Google properties' should come in at $72.98 billion. The estimate indicates a change of +13.1% from the prior-year quarter. Analysts forecast 'Revenues- Google Cloud' to reach $16.25 billion. The estimate indicates a year-over-year change of +35.9%. The combined assessment of analysts suggests that 'Revenues- YouTube ads' will likely reach $11.82 billion. The estimate suggests a change of +12.9% year over year. Analysts' assessment points toward 'Revenues- Google advertising' reaching $80.97 billion. The estimate suggests a change of +11.8% year over year. Analysts expect 'Revenues- Google Search & other' t...
Mesh Cube | Istock | Getty Images A new super PAC backed by AI companies raised $125 million in 2025 to further its goal of backing candidates who support national AI regulations rather than state-by-state rules. The group, Leading the Future , said it has $70 million on hand at the end of the year after forming last summer, according to an announcement ahead of the PAC filing its first campaign f...
Mesh Cube | Istock | Getty Images A new super PAC backed by AI companies raised $125 million in 2025 to further its goal of backing candidates who support national AI regulations rather than state-by-state rules. The group, Leading the Future , said it has $70 million on hand at the end of the year after forming last summer, according to an announcement ahead of the PAC filing its first campaign finance report. Several states have either passed or are considering their own AI laws, setting up a patchwork of regulations that some in the AI industry warn will hamper progress in developing more advanced technology. "Leadership in AI innovation will define economic growth, national security, and America's role in the global economy, and lawmakers can't afford to be distracted by demagoguery that would cause us to fall behind," Zac Moffatt and Josh Vlasto, the two political strategists leading the PAC, said in a statement. "Candidates who grasp the stakes can expect us to help elevate that message." While the full filing showing all of the PAC's expenses and donors has yet to be made public, the PAC has already jumped into the midterms. The group is opposing Alex Bores , a Democratic candidate for a Manhattan congressional seat who lead the push for New York's recently adopted AI law. The group is also supporting Chris Gober, a Republican congressional candidate in Texas. The PAC, which has said it would support both Democratic and Republican candidates, is also connected to advocacy group Build American AI, which launched a $10 million campaign to push a uniform national AI policy. Contributors to Leading the Future include private equity firm Andreessen Horowitz, Open AI co-founder Greg Brockman, Palantir co-founder Joe Lonsdale, SV Angel Founder Ron Conway and AI software company Perplexity.
Stefan Dinse/iStock via Getty Images We previously covered Flex LNG Ltd.( FLNG ) in a June 2025 article , in which we found that "FLNG's strengths continue to earn it premium valuations vs. its industry." We recommended holding off on buying new shares at the time, and waiting for FLNG to have lower valuations vs. its industry. Company Profile: "Flex LNG Ltd. is a shipping company focused on the g...
Stefan Dinse/iStock via Getty Images We previously covered Flex LNG Ltd.( FLNG ) in a June 2025 article , in which we found that "FLNG's strengths continue to earn it premium valuations vs. its industry." We recommended holding off on buying new shares at the time, and waiting for FLNG to have lower valuations vs. its industry. Company Profile: "Flex LNG Ltd. is a shipping company focused on the growing market for Liquefied Natural Gas ( LNG ). Our fleet consists of thirteen LNG carriers on the water and all of our vessels are state-of-the-art ships with the latest generation two-stroke propulsion." ( FLNG site .) Fleet: FLNG's fleet now consists of these 13 vessels, mostly on mid- to long-term contracts. FLNG's fleet has "53 years of minimum firm backlog which may grow to 80 years with charterers’ extension options." (FLNG site.) FLNG Earnings: As detailed in the chart below, spot rates were higher in 2024 than in 2025, particularly in the 2nd half, when they remained well above average. However, spot rates did start to ramp up in Q4 '25 as the winter season came on: FLNG Q3 '25: After a slow 1st half, FLNG had a stronger Q3 '25. It also completed the drydocking of 2 vessels, Flex Artemis and Flex Amber, while 2 earlier drydocking vessels came back into service. Interest expense continued to improve, falling 32%, or $11M in the quarter. Time Charter Equivalent "TCE" was ~$70,900/day, a bit lower than management's full year 2025 guidance of $71,500/day. Hidden Dividend Stocks Plus Looking back further, Q1-3 '25 revenue was down slightly, at 2%, while Net Income fell by 26.5%, due in part to multiple drydockings in 2025. Adjusted Diluted EPS fell by ~20%, while Adjusted EBITDA was down by ~7%. Interest expense improved by ~$10M, or 13%, and the share count was stable. Hidden Dividend Stocks Plus Full Year 2025 Guidance: Management's full year 2025 guidance implies negative growth for 2025 vs. 2024, with Revenue expected to be ~$340M, 4.6% lower; Adjusted EBITDA forec...
Klaus Vedfelt/DigitalVision via Getty Images Kayne Anderson BDC, Inc. ( KBDC ) has been my Top BDC pick almost since the moment it tapped the IPO market (Q2 2024). My high-conviction view on KBDC was linked to the following factors: Leverage level in the bottom decile. Surplus dividend coverage, providing additional capital for growth funding. One of the lowest non-accrual statistics in the game. ...
Klaus Vedfelt/DigitalVision via Getty Images Kayne Anderson BDC, Inc. ( KBDC ) has been my Top BDC pick almost since the moment it tapped the IPO market (Q2 2024). My high-conviction view on KBDC was linked to the following factors: Leverage level in the bottom decile. Surplus dividend coverage, providing additional capital for growth funding. One of the lowest non-accrual statistics in the game. One of the best earnings quality in the game (i.e., immaterial PIK). These were the factors, which explained the "high-quality" aspect of KBDC's investment case. The other aspect that is important in investing is price. And what I found illogical here was the fact that KBDC traded largely in line with other externally managed, first-lien focused BDC peers and the sector average itself (in P/NAV terms). For example, I saw no reason why KBDC should be priced as Morgan Stanley Direct Lending Fund (NYSE: MSDL ), Golub Capital BDC ( GBDC ) and Barings BDC ( BBDC ) considering much bigger financial capacity to grow and stronger quality metrics. In other words, for me it was an easy decision to lock in durable 10%+ yield with a very logical/substantiated multiple expansion component. The case has so far worked out quite well: juicy dividends have come in as planned and KBDC is now priced above the sector mean and many other externally managed, first-lien tilted BDCs. October 2025 was the turning point, when the market started to appreciate KBDC and what it brings to the table: Ycharts As a result of this strong performance and clear alpha over the overall BDC space ( BIZD ) (which I'm very happy about), KBDC is now among the most expensive externally managed BDCs. Of course, I'm excluding here such players as Sixth Street Specialty Lending, Inc. ( TSLX ), Ares Capital ( ARCC ) and Fidus Investment ( FDUS ), which due to different exposures trade at richer multiples. Let me provide more depth on my rationale for decrowning KBDC and share what is my current view on this BDC. Thesis ...
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. The Portfolio returned 0.01% compared to 2.66% for the S&P 500. YTD, the fund returned 12.58% compared to 17.88% for the Index. The firm faced a challenging fourth quarter and calendar year, despite solid appreciation. The o...
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. The Portfolio returned 0.01% compared to 2.66% for the S&P 500. YTD, the fund returned 12.58% compared to 17.88% for the Index. The firm faced a challenging fourth quarter and calendar year, despite solid appreciation. The outperformance of a few large technology companies has negatively impacted performance, given the portfolio's underweight in large tech and overweight in smaller niche leaders. While portfolio companies are excelling in earnings growth and capital returns, the market is fixated on AI investments, leaving the actual benefits unclear. Additionally, you can review the Portfolio’s top 5 holdings to see its best picks for 2025. In its fourth-quarter 2025 investor letter, Giverny Capital Asset Management highlighted Alphabet Inc. (NASDAQ:GOOG) as one of its leading contributors. Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, offers various platforms and services operating through Google Services, Google Cloud, and Other Bets segments. On January 29, 2026, Alphabet Inc. (NASDAQ:GOOG) stock closed at $338.66 per share with a market capitalization of $4.088 trillion. One-month return of Alphabet Inc. (NASDAQ:GOOG) was 7.40%, and its shares gained 64.72% of their value over the last 52 weeks. Giverny Capital Asset Management stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its fourth quarter 2025 investor letter: "Alphabet Inc. (NASDAQ:GOOG) obviously benefits from AI enthusiasm, but its earnings also rose about 30% in 2025 and have compounded in the high teens since 2021. It has a portfolio of businesses that are performing well: Internet search and its Gemini AI model, YouTube, Waymo, Google Cloud and others. This is an exceptional collection of assets." Alphabet Inc. (NASDAQ:GOOG) is in the 7th position on our list of 30 Most Popular Stocks Among Hedge Fund...
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. The Portfolio returned 0.01% compared to 2.66% for the S&P 500. YTD, the fund returned 12.58% compared to 17.88% for the Index. The firm faced a challenging fourth quarter and calendar year, despite solid appreciation. The o...
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here. The Portfolio returned 0.01% compared to 2.66% for the S&P 500. YTD, the fund returned 12.58% compared to 17.88% for the Index. The firm faced a challenging fourth quarter and calendar year, despite solid appreciation. The outperformance of a few large technology companies has negatively impacted performance, given the portfolio's underweight in large tech and overweight in smaller niche leaders. While portfolio companies are excelling in earnings growth and capital returns, the market is fixated on AI investments, leaving the actual benefits unclear. Additionally, you can review the Portfolio’s top 5 holdings to see its best picks for 2025. In its fourth-quarter 2025 investor letter, Giverny Capital Asset Management highlighted Alphabet Inc. (NASDAQ:GOOG) as one of its leading contributors. Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, offers various platforms and services operating through Google Services, Google Cloud, and Other Bets segments. On January 29, 2026, Alphabet Inc. (NASDAQ:GOOG) stock closed at $338.66 per share with a market capitalization of $4.088 trillion. One-month return of Alphabet Inc. (NASDAQ:GOOG) was 7.40%, and its shares gained 64.72% of their value over the last 52 weeks. Giverny Capital Asset Management stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its fourth quarter 2025 investor letter: "Alphabet Inc. (NASDAQ:GOOG) obviously benefits from AI enthusiasm, but its earnings also rose about 30% in 2025 and have compounded in the high teens since 2021. It has a portfolio of businesses that are performing well: Internet search and its Gemini AI model, YouTube, Waymo, Google Cloud and others. This is an exceptional collection of assets." Alphabet Inc. (NASDAQ:GOOG) is in the 7th position on our list of 30 Most Popular Stocks Among Hedge Fund...
Early Days was started more than 70 years ago by Bolton's father and uncle out of their parents' home. Bolton and his brother have tried to keep the firm in business, but he said he can no longer afford to pump in money to keep it afloat.
Early Days was started more than 70 years ago by Bolton's father and uncle out of their parents' home. Bolton and his brother have tried to keep the firm in business, but he said he can no longer afford to pump in money to keep it afloat.
Venezuela’s resumption of dollar sales is probably too limited and too unpredictable to stabilize the bolivar, keeping the parallel market for dollars under pressure, analysts say. Operating under the oversight of the US government after the capture of Venezuela’s leader Nicolas Maduro , the interim administration of Delcy Rodriguez has set up an auction system through a handful of private local b...
Venezuela’s resumption of dollar sales is probably too limited and too unpredictable to stabilize the bolivar, keeping the parallel market for dollars under pressure, analysts say. Operating under the oversight of the US government after the capture of Venezuela’s leader Nicolas Maduro , the interim administration of Delcy Rodriguez has set up an auction system through a handful of private local banks to funnel proceeds from US-authorized oil sales to the country’s private sector. The central bank has already sold $300 million and $200 million more is on the way, according to a statement on Tuesday. The sales narrowed the gap between exchange rates from 180% to 40% last week, but it has since widened back to as much as 50% as the auctions face operational delays and a lack of transparency, with the government failing to disclose how the dollars are being allocated. The parallel rate remains above 500 bolivars per dollar, while the official one stands at 367 bolivars per dollar on Friday. “Obviously there is a demand that has subsided, but it is not fully satisfied,” said Tamara Herrera, head of the Caracas-based financial analysis firm Sintesis Financiera, which tracks official dollar flows. “Ideally, the dynamics governing the auctions and their frequency should be known very soon, preventing them from becoming uncertain or erratic, as this does not contribute to stability.” Read more: Venezuela Moves to Resume Dollar Sales, Halting Bolivar Rout The government’s intervention in the currency market was a key element of its years-long strategy to halt the slide in the bolivar, which helped it end one of the longest bouts of hyperinflation in world history four years ago. Before the Trump administration tightened oil restrictions last year, the central bank sold dollars directly and regularly through the country’s banking system. The official rate is a result of the average weighted rate in those transactions and kept in check by government interventions. But the mark...
LVMH has resurfaced as a problem for French stocks after a brief respite last year. The CAC 40 Index is set to post a small decline in January, trailing the Stoxx Europe 600 after the luxury giant’s shares slid on disappointing earnings. Investors are bracing for more potential damage when peers Kering SA and Hermes International SCA report in the coming weeks. LVMH Moët Hennessy Louis Vuitton SE ...
LVMH has resurfaced as a problem for French stocks after a brief respite last year. The CAC 40 Index is set to post a small decline in January, trailing the Stoxx Europe 600 after the luxury giant’s shares slid on disappointing earnings. Investors are bracing for more potential damage when peers Kering SA and Hermes International SCA report in the coming weeks. LVMH Moët Hennessy Louis Vuitton SE has slumped 15% this month, the decline deepening after the Christian Dior owner said Jan. 27 that sales at its key fashion unit dropped over the holiday season. Chief Executive Officer Bernard Arnault warned that 2026 would be far from straightforward. Next up for French luxury are earnings from Hermes — the second-biggest company by value on the Paris index after LVMH — and Yves Saint Laurent and Balenciaga owner Kering . Persistent geopolitical tensions and concerns over Chinese consumer demand are prompting some investors to question if the sector can return to growth in 2026 after two years of stagnation. “The journey back to growth for the sector, and LVMH as its proxy, will remain bumpy in the coming quarters,” said Chiara Battistini , an analyst at JPMorgan Chase & Co. Read more: Luxury Investors Eye Tough Earnings Season After Stock Selloff LVMH, previously one of the most reliable performers among luxury stocks, has been by far the biggest factor hobbling the CAC 40 this year given its 7.6% index weighting. Its performance so far in 2026 is in stark contrast to the 45% rally it posted in the second half of 2025. It’s true that there’s more than sluggish luxury names dragging on the CAC 40. The French benchmark has underperformed European peers ever since President Emmanuel Macron called snap parliamentary elections in June 2024, a move that left him weakened and heralded increased political instability. The Paris index has gained 1.5% subsequently as the pan-European Stoxx 600 rallied 17%.
DISCLAIMER: This note is intended for U.S. recipients only and, in particular, is not directed at, nor intended to be relied upon by, any UK recipients. Nothing in this note is intended to be investment advice, nor should it be relied upon to make investment decisions. Please read our full disclaimer here . By Alex King, CEO, Cestrian Capital Research, Inc. Seremin/iStock via Getty Images 1-800-NO...
DISCLAIMER: This note is intended for U.S. recipients only and, in particular, is not directed at, nor intended to be relied upon by, any UK recipients. Nothing in this note is intended to be investment advice, nor should it be relied upon to make investment decisions. Please read our full disclaimer here . By Alex King, CEO, Cestrian Capital Research, Inc. Seremin/iStock via Getty Images 1-800-NO-LLM As "everyone knows," Apple Inc. has lagged badly in the race to win AI. In fact, as is "common knowledge," Apple has gotten lazy generally and has failed at cars, large language models ("LLMs"), voice assistants, smartphone innovation, and a long list of other stuff that we all know is bad but cannot quite bring to mind right now. CEO Tim Cook should resign in shame! I mean, look at the reign of terror his stewardship of the business has inflicted on its shareholders. AAPL under Tim Cook as CEO ( YCharts ) Hm. Well, maybe it could be that, in fact … Tim Cook is .. .quite good at this? Surely, though, we can cast rocks his way for his failure to capture the zeitgeist in AI. Apple Intelligence surely doesn’t cut it. And the lack of a proprietary LLM is a big miss. Right? Well, no. I think Apple has made the correct buy vs. build decision as regards LLM platforms. I suspect it has done so precisely because Cook is a superb executive manager, rather than a technologist. Very often in tech companies this is a hindrance but on occasion - like right now - it can keep the company from rushing headlong into a new market when the outcomes are unclear and the cost to play enormous. Because Apple has not played the hyperscaler game, its cash flows have remained strong, and it is not facing an ever-increasing capex bill just to remain competitive. Further, it is just beginning to exploit its key advantage in AI which is ownership of the terminal, aka, the phone or computer. Between a series of acquisitions of smaller AI companies to help develop internal technology, the major partn...
DISCLAIMER: This note is intended for U.S. recipients only and, in particular, is not directed at, nor intended to be relied upon by, any UK recipients. Nothing in this note is intended to be investment advice, nor should it be relied upon to make investment decisions. Please read our full disclaimer here . By Alex King, CEO, Cestrian Capital Research, Inc. Seremin/iStock via Getty Images 1-800-NO...
DISCLAIMER: This note is intended for U.S. recipients only and, in particular, is not directed at, nor intended to be relied upon by, any UK recipients. Nothing in this note is intended to be investment advice, nor should it be relied upon to make investment decisions. Please read our full disclaimer here . By Alex King, CEO, Cestrian Capital Research, Inc. Seremin/iStock via Getty Images 1-800-NO-LLM As "everyone knows," Apple Inc. has lagged badly in the race to win AI. In fact, as is "common knowledge," Apple has gotten lazy generally and has failed at cars, large language models ("LLMs"), voice assistants, smartphone innovation, and a long list of other stuff that we all know is bad but cannot quite bring to mind right now. CEO Tim Cook should resign in shame! I mean, look at the reign of terror his stewardship of the business has inflicted on its shareholders. AAPL under Tim Cook as CEO ( YCharts ) Hm. Well, maybe it could be that, in fact … Tim Cook is .. .quite good at this? Surely, though, we can cast rocks his way for his failure to capture the zeitgeist in AI. Apple Intelligence surely doesn’t cut it. And the lack of a proprietary LLM is a big miss. Right? Well, no. I think Apple has made the correct buy vs. build decision as regards LLM platforms. I suspect it has done so precisely because Cook is a superb executive manager, rather than a technologist. Very often in tech companies this is a hindrance but on occasion - like right now - it can keep the company from rushing headlong into a new market when the outcomes are unclear and the cost to play enormous. Because Apple has not played the hyperscaler game, its cash flows have remained strong, and it is not facing an ever-increasing capex bill just to remain competitive. Further, it is just beginning to exploit its key advantage in AI which is ownership of the terminal, aka, the phone or computer. Between a series of acquisitions of smaller AI companies to help develop internal technology, the major partn...
Portland General Electric Co. (Symbol: POR) has been named as a Top 10 dividend paying utility stock, according to Dividend Channel , which published its weeklyreport. The report noted that among utilities, POR shares displayed both attractive valuation metrics and strong profitability metrics. For example, the recent POR share price of $50.27 represents a price-to-book ratio of 1.4 and an annual ...
Portland General Electric Co. (Symbol: POR) has been named as a Top 10 dividend paying utility stock, according to Dividend Channel , which published its weeklyreport. The report noted that among utilities, POR shares displayed both attractive valuation metrics and strong profitability metrics. For example, the recent POR share price of $50.27 represents a price-to-book ratio of 1.4 and an annual dividend yield of 4.18% — by comparison, the average utility stock in Dividend Channel's coverage universe yields 3.3% and trades at a price-to-book ratio of 2.8. The report also cited the strong quarterly dividend history at Portland General Electric Co., and favorable long-term multi-year growth rates in key fundamental data points. The report stated, ''Dividend investors approaching investing from a value standpoint are generally most interested in researching the strongest most profitable companies, that also happen to be trading at an attractive valuation. That's what we aim to find using our proprietary DividendRank formula, which ranks the coverage universe based upon our various criteria for both profitability and valuation, to generate a list of the top most 'interesting' stocks, meant for investors as a source of ideas that merit further research.'' The annualized dividend paid by Portland General Electric Co. is $2.1/share, currently paid in quarterly installments, and its most recent dividend ex-date was on 12/22/2025. Below is a long-term dividend history chart for POR, which Dividend Channel stressed as being of key importance. Indeed, studying a company's past dividend history can be of good help in judging whether the most recent dividend is likely to continue. The Top 10 DividendRank'ed Utility Stocks » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Shares of cloud giant Microsoft MSFT slumped 10% at the bourses yesterday, despite the company comfortably surpassing analysts’ expectations for second-quarter fiscal 2026 earnings and revenues. The decline was most likely triggered by the company’s higher-than-expected capital expenditure in the fourth quarter and slowing cloud growth expectations. This pullback presents an opportune moment for i...
Shares of cloud giant Microsoft MSFT slumped 10% at the bourses yesterday, despite the company comfortably surpassing analysts’ expectations for second-quarter fiscal 2026 earnings and revenues. The decline was most likely triggered by the company’s higher-than-expected capital expenditure in the fourth quarter and slowing cloud growth expectations. This pullback presents an opportune moment for investors who remain optimistic about Microsoft Cloud’s growth prospects, with this business having surpassed $50 billion in revenues for the first time in the fourth quarter. However, one must be mindful of the fact that the company is currently facing significant capacity constraints regarding its data centers and AI infrastructure, which might restrict the desired return from its enormous investments in AI and thereby affect its financials. Against this backdrop, investors seeking to benefit from MSFT’s growth in cloud computing and software, while avoiding the stock’s idiosyncratic risk, may consider investing in exchange-traded funds (ETFs) with heavy exposure to Microsoft. This would give the investors exposure to Microsoft's growth while spreading risk across other leading firms from technology and other industries. Now, before diving into the specifics of such ETFs, let us do a detailed analysis of how Microsoft performed in the fiscal second quarter in terms of other metrics. A Brief Analysis of MSFT’s Q2 Results Microsoft’s fiscal second-quarter adjusted earnings per share (EPS) beat the Zacks Consensus Estimate by 6.7%, while its revenues topped the consensus mark by 1.3%. On a year-over-year basis, the company delivered a solid performance, with both its top and bottom lines rising in double digits. Microsoft witnessed a solid year-over-year increase in revenues from all its products in the fourth quarter, except Xbox Content and Services. In particular, Azure and other cloud services revenues grew 39%, driven by demand for MSFT’s portfolio of services with conti...
T. Rowe Price Group Inc (Symbol: TROW) has been named a Top Socially Responsible Dividend Stock by Dividend Channel , signifying a stock with above-averagestatistics including a strong 4.8% yield, as well as being recognized by prominent asset managers as being a socially responsible investment, through analysis of social and environmental criteria. Environmental criteria include considerations li...
T. Rowe Price Group Inc (Symbol: TROW) has been named a Top Socially Responsible Dividend Stock by Dividend Channel , signifying a stock with above-averagestatistics including a strong 4.8% yield, as well as being recognized by prominent asset managers as being a socially responsible investment, through analysis of social and environmental criteria. Environmental criteria include considerations like the environmental impact of the company's products and services, as well as the company's efficiency in terms of its use of energy and resources. Social criteria include elements such as human rights, child labor, corporate diversity, and the company's impact on society — for instance, taken into consideration would be business activities tied to weapons, gambling, tobacco, and alcohol. According to the ETF Finder at ETF Channel, T. Rowe Price Group Inc is a member of the iShares USA ESG Select ETF (SUSA), making up 0.08% of the underlying holdings of the fund, which owns $3,879,309 worth of TROW shares. The annualized dividend paid by T. Rowe Price Group Inc is $5.08/share, currently paid in quarterly installments, and its most recent dividend ex-date was on 06/13/2025. Below is a long-term dividend history chart for TROW, which the DividendRank report stressed as being of key importance. Indeed, studying a company's past dividend history can be of good help in judging whether the most recent dividend is likely to continue. Top 25 Socially Responsible Dividend Stocks — Income To Feel Good About » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
It appears this year is shaping up to be the year that many of the largest private companies finally go public. It could start sooner than expected as SpaceX has hired bankers for a potential IPO this year. In this podcast, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss: Rocket Lab 's test failure. 's test failure. SpaceX's IPO rumors and who could quickly follow. Invest...
It appears this year is shaping up to be the year that many of the largest private companies finally go public. It could start sooner than expected as SpaceX has hired bankers for a potential IPO this year. In this podcast, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss: Rocket Lab 's test failure. 's test failure. SpaceX's IPO rumors and who could quickly follow. Investing advice when analyzing IPOs. Potential IPOs on their radar. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. A full transcript is below. This podcast was recorded on Jan. 22, 2026. Tyler Crowe: The 2026 IPO market looks like it's about to blast off. This is Motley Fool Money. Welcome to Motley Fool Money. I'm Tyler Crowe, and today I'm joined by longtime fool contributors, Matt Frankel and Jon Quast. We're going to get into the 2026 IPO market because there's been quite a bit of chatter in this past week out of who's going public, what companies we could expect to see this year already. There's some pretty big names on there that I think a lot of people have been clamoring for, especially in the AI space. We're going to talk about IPOs on our radar, maybe perhaps this year or maybe further down the road. But first, we need to talk about Rocket Lab because they've had a couple pivotal and I would say conflicting press releases over the past 24 hours. Yesterday, the company announced that it had a rupture of a stage one testing tank for its new neutron rocket that has not yet gone into commercial operation. That press release was then followed by a second one where it was announcing that its electron rocket, its smaller one that is currently in commercial operation, had its first successful launch in 2026 and that it was successful at putting two satellites in orbit. Now, as of this taping, shares of Rocket Lab are down about 5%, so it seems like the neutro...
South Africa has ordered Israel’s top diplomat to the country to leave within 72 hours, citing “insulting attacks” on South Africa’s president Cyril Ramaphosa on social media and the “abuse of diplomatic privilege”. Ariel Seidman, the chargé d’affaires at Israel’s embassy in Pretoria, was declared persona non grata by South Africa’s department for international relations and cooperation (DIRCO) in...
South Africa has ordered Israel’s top diplomat to the country to leave within 72 hours, citing “insulting attacks” on South Africa’s president Cyril Ramaphosa on social media and the “abuse of diplomatic privilege”. Ariel Seidman, the chargé d’affaires at Israel’s embassy in Pretoria, was declared persona non grata by South Africa’s department for international relations and cooperation (DIRCO) in a statement on its website on Friday afternoon. Israel’s embassy did not immediately respond to requests for comment. “This decisive measure follows a series of unacceptable violations of diplomatic norms and practice which pose a direct challenge to South Africa’s sovereignty”, the statement said. “These violations include the repeated use of official Israeli social media platforms to launch insulting attacks against His Excellency President Cyril Ramaphosa, and a deliberate failure to inform DIRCO of purported visits by senior Israeli officials.” South Africa’s relationship with Israel deteriorated in December 2023, when South Africa launched a case at the international court of justice (ICJ) accusing Israel of committing genocide against Palestinians in Gaza. In January 2024, the ICJ ruled that the claim of genocide was “plausible”. However, the case has since slowed and experts do not expect a judgment before the end of 2027. Israel has rejected accusations of genocide as “outrageous and false”. South Africa and Israel have long been at odds, due to the staunch support of the Palestinian cause by South Africa’s government. Soon after his release from prison in 1990, Nelson Mandela embraced the Palestinian leader Yasser Arafat. In 1997, Mandela, by then president of South Africa, said: “Our freedom is incomplete without the freedom of the Palestinians.” Many South Africans see strong similarities between apartheid white minority rule and Israel’s grip over the occupied Palestinian territories, a comparison Israel refutes. Israel’s embassy in South Africa has regularly a...
Financial markets took President Donald Trump's pick of Kevin Warsh as the next Federal Reserve chair largely in stride, a sign investors see the former Fed governor as a credible steward of monetary policy despite expectations he may push for lower rates. Treasury yields were little changed on Friday immediately following the announcement, a sign investors saw little risk to inflation or the Fed'...
Financial markets took President Donald Trump's pick of Kevin Warsh as the next Federal Reserve chair largely in stride, a sign investors see the former Fed governor as a credible steward of monetary policy despite expectations he may push for lower rates. Treasury yields were little changed on Friday immediately following the announcement, a sign investors saw little risk to inflation or the Fed's independence. The dollar edged higher against major peers, while equity futures pared earlier losses , suggesting relief that Trump's pick was viewed as a steady hand rather than a political pawn. Gold and silver prices plunged as Warsh was seen as helping ease the concerns about U.S. currency "debasement" that have driven international investors into the metals. "I believe he brings a strong mix of deep expertise, broad experience, and sharp communication skills," Mohamed El-Erian, chief economic advisor at Allianz, said in a post on X. "His commitment to reforming and modernizing the Fed bodes well for enhancing policy effectiveness and protecting the institution's political independence." Warsh's nomination is widely seen as removing the cloud over Fed independence that had been hanging over stocks and threatening to drive interest rates higher. With that risk receding, investors can refocus on corporate earnings and economic fundamentals rather than political interference at the central bank. Warsh, who served at the central bank from 2006 to 2011, was openly critical of quantitative easing during and after the financial crisis, a stance that has bolstered his standing with investors wary of inflation and fiscal dominance. "I think Kevin Warsh will be a great pick for Fed Chair. As I've been a long time critic of the Fed's easy money policy both with rates and their balance sheet, I always appreciated Warsh's hawkishness and disdain for QE," Peter Boockvar, OnePoint BFG Wealth Partners CIO, said in a note. Since Jerome Powell was confirmed in 2018 during Trump's first...
Shares of Meta Platforms META jumped 10.4% at the bourses yesterday, following the company’s better-than-expected fourth-quarter 2025 results. The Facebook-owner also issued better-than-expected sales and capital expenditure guidance, which must have contributed to investor optimism in this stock and thus got duly reflected in its double-digit share price hike. Considering such an upbeat outlook, ...
Shares of Meta Platforms META jumped 10.4% at the bourses yesterday, following the company’s better-than-expected fourth-quarter 2025 results. The Facebook-owner also issued better-than-expected sales and capital expenditure guidance, which must have contributed to investor optimism in this stock and thus got duly reflected in its double-digit share price hike. Considering such an upbeat outlook, investors might feel excited to grab more shares of META right away. However, some may remain concerned about the company’s Reality Labs unit, which reported an operating loss of $6.02 billion, exceeding analysts’ projection of $5.67 billion (as mentioned by CNBC). With META’s management expecting the Reality Labs unit to incur similar losses this year, and with regulatory headwinds in the European Union and the United States that could potentially lead to material business losses, some investors may remain skeptical about adding the stock to their portfolios. While this slump may disappoint investors, it could be short-lived, given the company’s upbeat guidance for the final quarter of the year. In fact, investors interested in this stock might view the current dip as a golden opportunity to buy in and potentially profit later. Therefore, for investors who would like to gain from META’s surge, yet don’t want to be exposed to the unique regulatory and single-stock volatility that META carries, a more prudent strategy could be to consider exchange-traded funds (ETFs) with significant exposure to Meta Platforms. This approach allows investors to capture potential upside while mitigating company-specific risks that could severely impact profits during times of unprecedented crisis. But before diving straight into these ETFs, let us check Meta’s overall performance in the fourth quarter, in terms of other metrics. A Brief Analysis of META’s Q4 Results META’s earnings of $8.88 per share comfortably surpassed the Zacks Consensus Estimate of $8.21, while revenues of $59.89 billion...