Apple has kept up with the decades, starting with gaming products and Macs to iPods, iPhones, and smartwatches. So can the first U.S. company to hit $1 trillion continue on its famous expansion journey?
Apple has kept up with the decades, starting with gaming products and Macs to iPods, iPhones, and smartwatches. So can the first U.S. company to hit $1 trillion continue on its famous expansion journey?
straga/iStock via Getty Images Kimbell Royalty Partners ( KRP ) up 3.7% in Thursday's trading as KeyBanc upgraded the owner of mineral and royalty interests in oil and natural gas properties to Overweight from Sector Weight with a $17 price target, reflecting the bank's upwardly revised price forecast for oil, natural gas, and natural gas liquids due to the belief that Middle East dislocations for...
straga/iStock via Getty Images Kimbell Royalty Partners ( KRP ) up 3.7% in Thursday's trading as KeyBanc upgraded the owner of mineral and royalty interests in oil and natural gas properties to Overweight from Sector Weight with a $17 price target, reflecting the bank's upwardly revised price forecast for oil, natural gas, and natural gas liquids due to the belief that Middle East dislocations for global crude and refined products will persist into the summer. Given the bank's updated commodity price deck, KeyBanc's Tim Rezvan now forecasts a near-term yield for Kimbell ( KRP ) units of 13.5%, well above his previous 10.5% yield forecast under his old mid-$60s oil deck, adding that nearly all the partnership's distributions in recent years have been tax-free reductions in basis. Rezvan said the oil price rally should ease concerns about broader Lower 48 activity declines affecting production, and a stronger oil price outlook may bring sellers to the table for bolt-on acquisitions. While most of Kimbell's ( KRP ) acquisitions since COVID-19 have been in the Permian Basin, management recently said it would have equal interest in assets in the Eagle Ford, Mid-Con, and Haynesville shale, which Rezvan said speaks to the company's pragmatism in acknowledging the Permian Basin is a challenging area, and that looking for deals in less competitive basins may drive higher accretion on M&A. Rezvan said his downgrade of Expand Energy ( EXE ) to Sector Weight from Overweight reflects "disappointment and confusion" over recent management changes and "murky" messaging. The analyst said the departure of CEO Nick Dell’Osso in February—just six months after CFO Mohit Singh left—was a surprise, as he brought strong financial and capital markets acumen to the role and a pragmatic view on cash returns and M&A, adding that messaging around Dell'Osso's departure that he didn’t want to relocate to Houston was "feeble and insufficient." Interim CEO Michael Wichterich has stepped in and has ...
The suits are the most ambitious effort to date that the Trump administration has gone to try to override state laws and set the rules for the fast-growing and increasingly divisive betting industry. (Image credit: Scott Olson)
The suits are the most ambitious effort to date that the Trump administration has gone to try to override state laws and set the rules for the fast-growing and increasingly divisive betting industry. (Image credit: Scott Olson)
In trading on Thursday, shares of the iShares Residential and Multisector Real Estate ETF (Symbol: REZ) crossed above their 200 day moving average of $84.18, changing hands as high as $84.90 per share. iShares Residential and Multisector Real Estate shares are currently trading
In trading on Thursday, shares of the iShares Residential and Multisector Real Estate ETF (Symbol: REZ) crossed above their 200 day moving average of $84.18, changing hands as high as $84.90 per share. iShares Residential and Multisector Real Estate shares are currently trading
Jagoush/iStock via Getty Images Investment Thesis My last article on Oracle Corporation ( ORCL ) in December 2025 was an Earnings preview where I argued that investors should focus on management’s clarity on AI infrastructure funding, any clarity on the ability of the company to fulfil its debt obligations, and the company’s guidance on margins. I had a Hold rating on the stock. Since the article ...
Jagoush/iStock via Getty Images Investment Thesis My last article on Oracle Corporation ( ORCL ) in December 2025 was an Earnings preview where I argued that investors should focus on management’s clarity on AI infrastructure funding, any clarity on the ability of the company to fulfil its debt obligations, and the company’s guidance on margins. I had a Hold rating on the stock. Since the article was published, ORCL’s stock has been on a free fall, tumbling 30.13%, significantly underperforming the S&P 500 ( SP500 ), which fell 4.2%. ORCL’s steep decline can be attributed to a combination of factors, including macro headwinds, the so-called “ SaaSpocalypse,” and growing investor concern over the company’s aggressive $45-50 billion financing plan for 2026. ORCL recently reported its Q3 numbers and despite an impressive report and positive management commentary, which focused on assuaging concerns over both its debt obligations and the impact from “ SaaSpocalypse,” the stock has failed to gain traction despite gaining immediately post the earnings release. The question then becomes, are the concerns still real despite the company positing solid numbers? Or has ORCL become attractive at current levels? In this article, I analyze the company’s fiscal Q3 report with an emphasis on the pace at which the company is converting its astounding RPOs into revenues as well as how the company is navigating the concerns surrounding “ Saaspocalypse.” I also deploy an upgraded ensemble valuation model, involving machine learning models, to identify ORCL’s current valuation. A Snapshot of Oracle’s Q3 Results ORCL had a strong quarter, with a comfortable beat on both the top- and bottom-lines. More specifically, Q3 revenues came in at $17.19 billion , up 21.7% y/y and beating analyst estimates by $281.1 million. Non-GAAP EPS came in at $1.79, up 21% y/y and beating analyst estimates by $0.10. Cloud infrastructure saw yet another quarter of strong growth, with revenues up 81% y/y on a ...
SAN DIEGO, CALIFORNIA - AUGUST 09: Home plate umpire CB Bucknor looks on during the third inning of the game between the San Diego Padres and the Boston Red Sox at Petco Park on August 09, 2025 in San Diego, California. (Photo by Orlando Ramirez/Getty Images) | Getty Images During Wednesday's game between the Tampa Bay Rays and the Milwaukee Brewers, umpire CB Bucknor took a foul ball to the mask ...
SAN DIEGO, CALIFORNIA - AUGUST 09: Home plate umpire CB Bucknor looks on during the third inning of the game between the San Diego Padres and the Boston Red Sox at Petco Park on August 09, 2025 in San Diego, California. (Photo by Orlando Ramirez/Getty Images) | Getty Images During Wednesday's game between the Tampa Bay Rays and the Milwaukee Brewers, umpire CB Bucknor took a foul ball to the mask and had to be helped off the field. It was the cap to what has been a particularly bad week for one of the most controversial umpires in baseball. It started with perhaps the best example of how MLB's Automated Ball-Strike (ABS) Challenge System can inject drama in baseball. This is the first year for the new robot umpire, which allows hitters, catchers, and pitchers to challenge balls and strikes for the first time. Each team starts a game with two challenges. But they only lose a challenge if it's unsuccessful, so p … Read the full story at The Verge.
Image source: The Motley Fool. Wednesday, November 13, 2024 at 9:00 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading
Image source: The Motley Fool. Wednesday, November 13, 2024 at 9:00 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading