Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . franckreporter/iStock via Getty Images Seeking Alpha News Quiz Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Wall Street cl...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . franckreporter/iStock via Getty Images Seeking Alpha News Quiz Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Wall Street closed the trading week lower, though equities rebounded from intra-week lows following a volatile stretch marked by heightened geopolitical uncertainty. Markets digested a steady stream of earnings reports, while safe-haven demand continued to support precious metals. Geopolitical developments took center stage after President Donald Trump reiterated his interest in Greenland during remarks at the World Economic Forum in Davos, Switzerland. Trump said he intends to begin negotiations “immediately” to pursue control of the territory, adding to broader global uncertainty that weighed on investor sentiment. Meanwhile, gold extended its rally, moving closer to the $5,000-an-ounce level as investors sought refuge amid rising geopolitical tensions and renewed concerns over the Federal Reserve’s independence. The precious metal gained 8.5% over the week. On the earnings front, results continued to drive sharp stock-specific moves. Shares of Intel ( INTC ) plunged just over 17% on Friday following the company’s latest earnings release , contributing to the week’s heightened market volatility. For the week, the S&P ( SP500 ) lost -0.4% , while the tech-heavy Nasdaq Composite ( COMP:IND ) dipped -0.1% , and the blue-chip Dow ( DJI ) fell -0.5% . Read a preview of next week's major events in Seeking Alpha's Catalyst Watch. Seeking Alpha's Calls Of The Week Salesforce's ( CRM ) Selloff Is Overdone - A Contrarian Buy Opportunity . Kura Oncology ( KURA ): Safety Profile Of Komzifti Supports Upgrade . Nebius ( NBIS ) Is A Buy - I Was Wrong About AI Infrastructure Demand . Celestica ( CLS )...
Ratana21/iStock via Getty Images Net interest margin expansion has driven returns higher across the banking industry in 2025. Earnings growth should continue in the coming quarters, even as credit costs continue to migrate higher. The take US bank earnings have continued to grow as strong margin expansion and benign credit quality supported performance. While credit costs should continue to normal...
Ratana21/iStock via Getty Images Net interest margin expansion has driven returns higher across the banking industry in 2025. Earnings growth should continue in the coming quarters, even as credit costs continue to migrate higher. The take US bank earnings have continued to grow as strong margin expansion and benign credit quality supported performance. While credit costs should continue to normalize, we expect favorable results to continue, buoyed by additional margin expansion and steady loan growth. The positive fundamental landscape and a friendlier regulatory environment should spur more bank M&A activity as acquirers see deals as an attractive and faster way to gain scale — in the overall size of the company or specific markets — that they see as necessary to effectively compete. Investors warming up as credit conditions hold for now Many generalist investors heading into third-quarter 2025 earnings expected and looked for credit problems in banks' results. Save for a few one-offs that emerged in the period — often related to loans to nondepository financial institutions, which have driven much of the loan growth through the first nine months of 2025 — credit quality trends largely remained benign. Valuations, particularly for large banks, improved heading into 2026 as the consumer and the economy remained resilient and credit concerns eased. We expect credit quality to normalize from current levels due to weakness in the US consumer and some stress in commercial real estate portfolios, leading to a higher level of losses. Consumer delinquencies have risen from historical lows and student loan delinquencies have jumped back near pre-pandemic levels now that the moratorium on payments is several quarters in the rearview mirror. The deterioration offers another indicator that the US consumer is stretched, marked by slower savings rates and recent weakness in the labor market. However, bankers say that while consumer sentiment has waned, the consumer and small bu...
imaginima/iStock via Getty Images I previously covered Modine Manufacturing Company ( MOD ) in October 2025, discussing how its onshoring efforts had delivered the high-growth, profitable prospects and the triple-digit rally from the April 2025 bottom. With the management offering extremely bullish FY2028 data center revenue projections of ~$2B (3Y CAGR of +44.4%) while potentially delivering an o...
imaginima/iStock via Getty Images I previously covered Modine Manufacturing Company ( MOD ) in October 2025, discussing how its onshoring efforts had delivered the high-growth, profitable prospects and the triple-digit rally from the April 2025 bottom. With the management offering extremely bullish FY2028 data center revenue projections of ~$2B (3Y CAGR of +44.4%) while potentially delivering an outsized performance in the upcoming FQ2'26 earnings call, I had believed that the rally still had legs - resulting in my reiterated Buy rating upon a moderate retracement then. In this article, I shall discuss why I am reiterating my Buy rating for the MOD stock upon a slight dip, thanks to the likely durable cooling demand across its diversified end markets, and the top/bottom-line accretion from the expanded manufacturing capacity/improved pricing power. This is despite the near-term risks from the potential sideways trading through FQ3'26, attributed to its lumpy capacity expansion, the pulled forward upside potential, and the elevated short interest ratio. MOD Proves Its AI Beneficiary Status MOD 1Y Stock Price (Trading View) 1. Data Center Cooling Remains Relevant Since my last Buy rating upon a moderate retracement, MOD has indeed retraced as posited to the $119s by early January 2026, as the market overreacts to the news that Nvidia’s ( NVDA ) "new higher-performing Rubin chip platform will likely reduce the need for cooling systems in data centers" from H2'26 onwards. For now, I am of the opinion that the -14% selloff has been overly done, since the Rubin platform is likely to remain a small part of the wider data center deployment in 2026. This is albeit presenting headwinds to MOD's long-term prospects, since chip technologies are likely to be consistently improved with future generations potentially being more power efficient while emitting less heat. Otherwise, I maintain my opinion that MOD may remain highly relevant moving forward, as observed in the analysts'...
Match at London Stadium kicks off at 12.30pm (GMT) Get in touch with Dom via email | Follow us on Bluesky Given this weekend’s fixtures are a mirror image of the opening day of the season, there is plenty of harking back to be done – and Sunderland’s 3-0 destruction of Graham Potter’s West Ham in August has proven fairly instructive of the campaign to come. The Hammers have remained just as listle...
Match at London Stadium kicks off at 12.30pm (GMT) Get in touch with Dom via email | Follow us on Bluesky Given this weekend’s fixtures are a mirror image of the opening day of the season, there is plenty of harking back to be done – and Sunderland’s 3-0 destruction of Graham Potter’s West Ham in August has proven fairly instructive of the campaign to come. The Hammers have remained just as listless despite a change of manager while Régis Le Bris’s team, incredibly, can go fifth by doing the double over West Ham today. That position may be only temporary given the number of European contenders playing later today and tomorrow, but the fact Sunderland are still flying high after 22 games shows they have been far from a flash in the pan. West Ham (4-2-3-1): Areola; Wan-Bissaka, Mavropanos, Todibo, Scarles; Soucek, Fernandes; Bowen, Pablo Felipe, Summerville; Castellanos. Substitutes: Hermansen, Walker-Peters, Kilman, Ward-Prowse, Wilson, Diouf, Magassa, Potts, Kante. Continue reading...
Richard Drury/DigitalVision via Getty Images Introduction: Axsome’s Investment Question Has Changed Axsome Therapeutics ( AXSM ) develops CNS drugs and has three marketed products. These are Auvelity for major depressive disorder, Sunosi for excessive daytime sleepiness in narcolepsy and obstructive sleep apnea, and Symbravo for acute migraine. In FY2025, Axsome had some $640 million in net produc...
Richard Drury/DigitalVision via Getty Images Introduction: Axsome’s Investment Question Has Changed Axsome Therapeutics ( AXSM ) develops CNS drugs and has three marketed products. These are Auvelity for major depressive disorder, Sunosi for excessive daytime sleepiness in narcolepsy and obstructive sleep apnea, and Symbravo for acute migraine. In FY2025, Axsome had some $640 million in net product revenue . This allows it to run a late stage CNS pipeline using the cash it generates - unlike early-stage biotech, it is no longer dependent on external financing. This pipeline includes AXS-05 for Alzheimer’s agitation, AXS-12 for narcolepsy/cataplexy, and other CNS indications. Its revenue visibility is a turning point in Axsome’s investment scenario. Investors no longer need to worry whether drugs will work (pre-commercial) or if they will be launched properly (early post-commercial). The question now is how to optimize spending to generate incremental value as the current pipeline matures. Its current earnings give Axsome a stable platform and cap downside. The pipeline potential opens up the upside track. AXSM is a buy as long as it can control its SG&A and keep it at a certain fraction of incremental earnings from the pipeline. Revenue Visibility Creates a Base Case Axsome’s stability comes from its recent revenues. Quarterly revenue went from around $140–150 million in early 2024 to about $170 million in Q3 2025, and nearly $200 million as they entered 2026, per Q4 estimates . These figures are steady enough to allow forward planning Even more important is the revenue composition. While Auvelity is the dominant contributor, it has seen sustained rather than episodic growth. That indicates that demand is being driven by long-term, sustainable unmet medical need, not just early-launch dynamics. Sunosi has increasingly turned into one of the best purchases in biotech M&A, adding a stable, mid-teen growth on top of Auvelity’s CNS sales team. Symbravo, the latest launc...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer shared his take on. A caller sought Cramer’s current opinion of the stock, and he replied: I like Palantir. I mean, I like Palantir, but I’m watching, of course… the unbelievable work that our team is doing over in Davos. And over and over […]
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer shared his take on. A caller sought Cramer’s current opinion of the stock, and he replied: I like Palantir. I mean, I like Palantir, but I’m watching, of course… the unbelievable work that our team is doing over in Davos. And over and over […]
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer shared his take on. A caller sought Cramer’s current opinion of the stock, and he replied: I like Palantir. I mean, I like Palantir, but I’m watching, of course… the unbelievable work that our team is doing over in Davos. And over and over and over again, what do you hear? Well, Palantir’s great. Palantir’s great. Palantir’s ...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer shared his take on. A caller sought Cramer’s current opinion of the stock, and he replied: I like Palantir. I mean, I like Palantir, but I’m watching, of course… the unbelievable work that our team is doing over in Davos. And over and over and over again, what do you hear? Well, Palantir’s great. Palantir’s great. Palantir’s great. I would not leave Palantir. I know it’s momentum. It’s not going away. Photo by Yiorgos Ntrahas on Unsplash Palantir Technologies Inc. (NASDAQ:PLTR) develops data analytics and AI software platforms, including Gotham, Foundry, Apollo, and Palantir Artificial Intelligence Platform, that help organizations integrate, analyze, and act on complex data. Cramer mentioned the company during the January 5 episode and said: Next, how about Palantir, which finished 2025 up just 135%. Good for ninth place in the S&P 500 and seventh place in the Nasdaq-100, it’s still tough to justify, I know, Palantir’s valuation, with the stock trading at around 175 times this year’s earnings estimates, but as usual, the Palantir bulls don’t care about that and it is one of the great fastest growing large cap stocks I’ve ever seen. It just needs, it needs a fresh jolt now. Maybe another stunning earnings quarter could do it or maybe Palantir doesn’t even need that. The stock did jump nearly 4% today on nothing more than a positive tape. You know I am a big believer in this company and the stock. I see no reason to back away from it now. While we acknowledge the potential of PLTR 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...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer shared his take on. A caller sought Cramer’s current opinion of the stock, and he replied: I like Palantir. I mean, I like Palantir, but I’m watching, of course… the unbelievable work that our team is doing over in Davos. And over and over and over again, what do you hear? Well, Palantir’s great. Palantir’s great. Palantir’s ...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer shared his take on. A caller sought Cramer’s current opinion of the stock, and he replied: I like Palantir. I mean, I like Palantir, but I’m watching, of course… the unbelievable work that our team is doing over in Davos. And over and over and over again, what do you hear? Well, Palantir’s great. Palantir’s great. Palantir’s great. I would not leave Palantir. I know it’s momentum. It’s not going away. Photo by Yiorgos Ntrahas on Unsplash Palantir Technologies Inc. (NASDAQ:PLTR) develops data analytics and AI software platforms, including Gotham, Foundry, Apollo, and Palantir Artificial Intelligence Platform, that help organizations integrate, analyze, and act on complex data. Cramer mentioned the company during the January 5 episode and said: Next, how about Palantir, which finished 2025 up just 135%. Good for ninth place in the S&P 500 and seventh place in the Nasdaq-100, it’s still tough to justify, I know, Palantir’s valuation, with the stock trading at around 175 times this year’s earnings estimates, but as usual, the Palantir bulls don’t care about that and it is one of the great fastest growing large cap stocks I’ve ever seen. It just needs, it needs a fresh jolt now. Maybe another stunning earnings quarter could do it or maybe Palantir doesn’t even need that. The stock did jump nearly 4% today on nothing more than a positive tape. You know I am a big believer in this company and the stock. I see no reason to back away from it now. While we acknowledge the potential of PLTR 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...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer shared his take on. A caller sought Cramer’s current opinion of the stock, and he replied: I like Palantir. I mean, I like Palantir, but I’m watching, of course… the unbelievable work that our team is doing over in Davos. And over and over and over again, what do you hear? Well, Palantir’s great. Palantir’s great. Palantir’s ...
Palantir Technologies Inc. (NASDAQ:PLTR) is one of the stocks Jim Cramer shared his take on. A caller sought Cramer’s current opinion of the stock, and he replied: I like Palantir. I mean, I like Palantir, but I’m watching, of course… the unbelievable work that our team is doing over in Davos. And over and over and over again, what do you hear? Well, Palantir’s great. Palantir’s great. Palantir’s great. I would not leave Palantir. I know it’s momentum. It’s not going away. Photo by Yiorgos Ntrahas on Unsplash Palantir Technologies Inc. (NASDAQ:PLTR) develops data analytics and AI software platforms, including Gotham, Foundry, Apollo, and Palantir Artificial Intelligence Platform, that help organizations integrate, analyze, and act on complex data. Cramer mentioned the company during the January 5 episode and said: Next, how about Palantir, which finished 2025 up just 135%. Good for ninth place in the S&P 500 and seventh place in the Nasdaq-100, it’s still tough to justify, I know, Palantir’s valuation, with the stock trading at around 175 times this year’s earnings estimates, but as usual, the Palantir bulls don’t care about that and it is one of the great fastest growing large cap stocks I’ve ever seen. It just needs, it needs a fresh jolt now. Maybe another stunning earnings quarter could do it or maybe Palantir doesn’t even need that. The stock did jump nearly 4% today on nothing more than a positive tape. You know I am a big believer in this company and the stock. I see no reason to back away from it now. While we acknowledge the potential of PLTR 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...
Intel Corporation (NASDAQ:INTC) is one of the stocks Jim Cramer shared his take on. Cramer believes that the stock “will be a very hot stock,” as he commented: Some think that Intel took itself out of the running today after announcing a quarter that was less than expected. That’s wrong. You have to look out. […]
Intel Corporation (NASDAQ:INTC) is one of the stocks Jim Cramer shared his take on. Cramer believes that the stock “will be a very hot stock,” as he commented: Some think that Intel took itself out of the running today after announcing a quarter that was less than expected. That’s wrong. You have to look out. […]
Intel Corporation (NASDAQ:INTC) is one of the stocks Jim Cramer shared his take on. Cramer believes that the stock “will be a very hot stock,” as he commented: Some think that Intel took itself out of the running today after announcing a quarter that was less than expected. That’s wrong. You have to look out. The demand there is insane. I think we haven’t heard the last of this stock, which is up ...
Intel Corporation (NASDAQ:INTC) is one of the stocks Jim Cramer shared his take on. Cramer believes that the stock “will be a very hot stock,” as he commented: Some think that Intel took itself out of the running today after announcing a quarter that was less than expected. That’s wrong. You have to look out. The demand there is insane. I think we haven’t heard the last of this stock, which is up 40% this year. I think CEO Lip-Bu Tan has a lot up his sleeve. Intel will be a very hot stock. If you give up on it, I think you’re making a big mistake. Photo by Slejven Djurakovic on Unsplash Intel Corporation (NASDAQ:INTC) designs and manufactures processors, chips, memory, and related hardware. Additionally, it provides software, optimization solutions, and AI-enabled platforms. Cramer discussed the company as part of his game plan during the episode aired on January 16, as he said: After close, Intel reports. This stock’s been flying ever since Lip-Bu Tan came in as CEO. Under his leadership, Intel started to reclaim the mantle of America’s best semiconductor manufacturer… Of course, given how competitive that world is, Intel’s actual earnings may not be big enough. After this run, you know what, let’s give this one a rest, okay? While we acknowledge the potential of INTC 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 article is originally published at Insider Monkey.
Micron Technology, Inc. (NASDAQ:MU) is one of the stocks Jim Cramer shared his take on. Cramer noted the stock’s massive gains in the first month of the year, as he said: This is something I haven’t talked about to you. It’s a huge part of the story. There’s a new group of tech stocks in […]
Micron Technology, Inc. (NASDAQ:MU) is one of the stocks Jim Cramer shared his take on. Cramer noted the stock’s massive gains in the first month of the year, as he said: This is something I haven’t talked about to you. It’s a huge part of the story. There’s a new group of tech stocks in […]
Micron Technology, Inc. (NASDAQ:MU) is one of the stocks Jim Cramer shared his take on. Cramer noted the stock’s massive gains in the first month of the year, as he said: This is something I haven’t talked about to you. It’s a huge part of the story. There’s a new group of tech stocks in town, and they are sucking up money from the rest of the sector, from the Seven, and these are prosaic, boring ...
Micron Technology, Inc. (NASDAQ:MU) is one of the stocks Jim Cramer shared his take on. Cramer noted the stock’s massive gains in the first month of the year, as he said: This is something I haven’t talked about to you. It’s a huge part of the story. There’s a new group of tech stocks in town, and they are sucking up money from the rest of the sector, from the Seven, and these are prosaic, boring companies. They’re storage plays. I have been talking about the storage plays as a warning sign because they’ve rallied so far, so fast. But there are tons of investors who love to chase hot stocks, and if they want to buy a Sandisk or a Seagate or a Western Digital or a Micron, wow, the best plays in storage, they gotta sell something… Consider Micron, a very good semiconductor company. You know, we talk about them all the time, makes storage components. Stock’s up 39% since the beginning of January… What you’re seeing right now is the great transference. For the first time since the creation of Magnificent Seven back in March of 2023, these stocks have become donors to the market capitalization of these storage companies… Even up here, Micron’s not expensive on a price-to-earnings basis, but we don’t know how long the memory shortage will last. I think it could last some time. So it could be worth buying even up here, you know, if it’s down for a day. A person with stock market data on a laptop. Photo by Anna Nekrashevich on Pexels Micron Technology, Inc. (NASDAQ:MU) develops memory and storage solutions, including DRAM, NAND, and SSD products, under the Micron and Crucial brands. While we acknowledge the potential of MU 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...