Explore how each ETF’s unique mix of holdings and sector focus can impact diversification and risk in your growth portfolio. The Vanguard Mega Cap Growth ETF (MGK +0.59%)and Vanguard Russell 1000 Growth ETF (VONG +0.43%) both target large-cap U.S. growth stocks with similar low costs, but MGK is more tech-heavy and concentrated, while VONG is broader and pays a marginally higher yield. This compar...
Explore how each ETF’s unique mix of holdings and sector focus can impact diversification and risk in your growth portfolio. The Vanguard Mega Cap Growth ETF (MGK +0.59%)and Vanguard Russell 1000 Growth ETF (VONG +0.43%) both target large-cap U.S. growth stocks with similar low costs, but MGK is more tech-heavy and concentrated, while VONG is broader and pays a marginally higher yield. This comparison looks at two popular growth ETFs from Vanguard: VONG, tracking the Russell 1000 Growth Index, and MGK, following the CRSP US Mega Cap Growth Index. Both aim for long-term capital appreciation from large-cap growth companies, but differ in portfolio makeup, diversification, and recent performance. Snapshot (cost & size) Metric VONG MGK Issuer Vanguard Vanguard Expense ratio 0.07% 0.07% 1-yr return (as of 2026-01-23) 12.2% 14.6% Dividend yield 0.5% 0.4% AUM $44.8 billion $32.5 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year weekly returns. The 1-yr return represents total return over the trailing 12 months. Both funds are equally affordable at a 0.07% expense ratio, but VONG pays a slightly higher dividend yield while MGK focuses more narrowly on capital appreciation. Performance & risk comparison Metric VONG MGK Max drawdown (5 y) (32.72%) (36.01%) Growth of $1,000 over 5 years $1,878 $1,940 What's inside MGK focuses on the largest U.S. growth stocks, with 70% of assets in technology, 12% in consumer cyclicals, and 6% in healthcare. The fund holds just 69 companies, and as of its 18.1-year history, the top three positions — NVIDIA (NVDA +1.60%) at 12.97%, Apple (AAPL 0.13%) at 12.07%, and Microsoft (MSFT +3.45%) at 10.62% — dominate its portfolio, reflecting a heavy tilt toward mega-cap tech names. VONG is more diversified with 394 holdings and a sector mix of 53% technology, 13% consumer cyclicals, and 13% communication services. Its top three stocks — NVIDIA at 12.22%, Apple at 11.12%, and Microsoft at 10.14% — are sim...
Key Points Hecla Mining stock soared 20% this week to an all-time high. Silver itself crossed the $100 per ounce threshold for the first time. Gold and silver prices are spiking, but for different reasons. 10 stocks we like better than Hecla Mining › Hecla Mining (NYSE: HL) stock rocketed 20% higher this week, according to data provided by S&P Global Market Intelligence. Silver prices are one reas...
Key Points Hecla Mining stock soared 20% this week to an all-time high. Silver itself crossed the $100 per ounce threshold for the first time. Gold and silver prices are spiking, but for different reasons. 10 stocks we like better than Hecla Mining › Hecla Mining (NYSE: HL) stock rocketed 20% higher this week, according to data provided by S&P Global Market Intelligence. Silver prices are one reason why shares have hit a new all-time high. Silver just crossed a major price milestone. It's not just silver prices that have investors piling into Hecla stock. The company was just added to a stock index, and, while not to the same degree as silver, gold prices have also been surging. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Historic silver rally It's no surprise that the silver price spike has investors more interested in Hecla. The miner is the largest primary silver producer in both the U.S. and Canada. The company is also benefiting from the rise in gold prices. In a recent interview with CNBC, Hecla CEO Rob Krcmarov said silver and gold are trading higher for different reasons. Central banks have been spurring demand by buying gold at historically high levels over the past several years, with indications that those purchases will continue. Silver, though, is a supply based rally. There has been a persistent deficit in silver supply for the past 5 years. Consumption has outpaced supply as industrial users, such as electronics manufacturers, have increasingly needed the metal. More recently, China began imposing export restrictions at the start of this year, helping ignite the massive rally. Hecla stock has also gotten a boost after the company was added to the S&P MidCap 400 index last month. But it's the rising price of silver and gold that has been the real story. Investors looking for more details on supply and demand can listen to Hecla as it hosts its 2026 Investor Day i...
Key Points Dogecoin and Shiba Inu do not have any utility. Dogecoin has a supply headwind. Shiba Inu's chain isn't used for anything. 10 stocks we like better than Dogecoin › Meme coins aren't the place to keep your hard-earned cash when it looks like the market is about to get (potentially extremely) turbulent due to a toxic cocktail of geopolitical factors. If you hold a little Dogecoin (CRYPTO:...
Key Points Dogecoin and Shiba Inu do not have any utility. Dogecoin has a supply headwind. Shiba Inu's chain isn't used for anything. 10 stocks we like better than Dogecoin › Meme coins aren't the place to keep your hard-earned cash when it looks like the market is about to get (potentially extremely) turbulent due to a toxic cocktail of geopolitical factors. If you hold a little Dogecoin (CRYPTO: DOGE) or Shiba Inu (CRYPTO: SHIB) for fun, that's fine. But, if you hold them with any appreciable amount of capital, it's been time to run for the door for a while now. Here's why. 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 » Dogecoin's issuance is a permanent headwind Dogecoin's supply has no ceiling, and new coins enter circulation continuously. Thus, long-term holders need a constant influx of fresh demand to offset this dilution. It's unclear what would generate that demand on a normal day, as the coin has no utility, and there is little hope of ever changing that fact. And on a day when the market is struggling for whatever reason, the picture looks even worse. Now, imagine how Dogecoin will perform when investors are fleeing risky assets toward ones that they perceive to be safer -- for example, when things look shaky on the world stage -- and you'll get an idea of how dangerous it is to be holding this coin right now. Shiba Inu is just as bad In one sense, Shiba Inu has a tiny leg up on Dogecoin in the sense that its community emphasizes coin burns as a means of controlling its supply, and it also has a (very limited) ecosystem. But burns require someone to buy tokens and destroy them, or for decentralized applications (dApps) to regularly burn them automatically, neither of which is guaranteed to occur on a continuous basis. And that's especially true considering the Shiba layer-2 (L2) chain, the Shibarium, is barely used for any purpose, wi...
Denver-based Voyager Technologies delivers advanced defense systems and space solutions to government and commercial clients worldwide. On January 23, Liberty Street Advisors disclosed a buy of 136,925 shares of Voyager Technologies (VOYG +7.26%), an estimated $3.71 million trade based on quarterly average pricing. What happened According to its SEC filing dated January 23, Liberty Street Advisors...
Denver-based Voyager Technologies delivers advanced defense systems and space solutions to government and commercial clients worldwide. On January 23, Liberty Street Advisors disclosed a buy of 136,925 shares of Voyager Technologies (VOYG +7.26%), an estimated $3.71 million trade based on quarterly average pricing. What happened According to its SEC filing dated January 23, Liberty Street Advisors, Inc. increased its holding in Voyager Technologies by 136,925 shares. The estimated transaction value, calculated using the average closing price over the quarter, was approximately $3.71 million. The position's value at quarter-end increased by approximately $1.60 million, a figure reflecting both the share purchase and changes in the stock's price. What else to know This buy raised Voyager Technologies to 29.81% of Liberty Street Advisors, Inc.'s 13F AUM as of December 31. Top holdings after the filing: NYSE:BETA: $28.19 million (47.15% of AUM) NYSE:VOYG: $17.82 million (29.8% of AUM) NYSE:CRCL: $10.31 million (17.2% of AUM) NASDAQ:OMDA: $3.47 million (5.8% of AUM) As of Friday, shares of Voyager Technologies were priced at $34.58, up 12% from their IPO price of $31. Company overview Metric Value Price (as of January 23) $34.58 Market capitalization $2.21 billion Revenue (TTM) $157.48 million Net income (TTM) ($83.55 million) Company snapshot Voyager Technologies provides advanced defense systems, signal intelligence, space technology, and commercial space station services across three segments: Defense & National Security, Space Solutions, and Starlab Space Stations. The company generates revenue through the sale and integration of defense technologies, space infrastructure, and ongoing services for commercial and government space operations. It serves defense, national security, and space industry customers in the United States, Europe, the Middle East, and internationally. Voyager Technologies is a Denver-based aerospace and defense technology company with a diversif...
Trump threatens Canada with 100% tariffs over China trade deal Trump and Carney pictured in June at the Group of Seven (G7) Summit in Canada. He recently met with Chinese President Xi Jinping and announced their countries had reached a trade deal that included electric vehicles. Tensions between Trump and Canadian Prime Minister Mark Carney have escalated in recent days, after Carney gave a speech...
Trump threatens Canada with 100% tariffs over China trade deal Trump and Carney pictured in June at the Group of Seven (G7) Summit in Canada. He recently met with Chinese President Xi Jinping and announced their countries had reached a trade deal that included electric vehicles. Tensions between Trump and Canadian Prime Minister Mark Carney have escalated in recent days, after Carney gave a speech in Davos, Switzerland, pushing against the world's great powers. "If Canada makes a deal with China, it will immediately be hit with a 100% Tariff against all Canadian goods and products coming into the U.S.A.," Trump wrote on his social media platform, Truth Social, on Saturday. US President Donald Trump threatened to hit Canada with a 100% tariff on all Canadian goods if the country's prime minister strikes a trade deal with China. At the time, Trump hailed the potential deal as "a good thing". It is unclear if that deal has come into effect, or if Trump was referring to it specifically. The BBC has reached out to the White House, Carney's office and Canada's minister responsible for US-Canada trade for comment. In his Saturday post, Trump referred to the prime minister as "Governor Carney" and wrote that if "thinks he is going to make Canada a 'Drop Off Port' for China to send goods and products into the United States, he is sorely mistaken." Trump did not provide a timeline or more information about the threatened tariff. Last year, when he first threatened new tariffs on the US northern neighbour, Trump began calling Canada the US's "51st state" with Carney as its "governor", and suggested he may try to acquire the country entirely. While the countries' relationship had been improving in recent months, Trump's push to take control of Greenland and his comments about Nato had put him at odds with Canadian and European leaders. Carney did not mention the president by name in his speech at the World Economic Forum in Switzerland this week, but he still angered Trump. "Ca...
Tom Werner/DigitalVision via Getty Images By Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights Hall of Fame football coach Bill Parcells, during the New York Giants’ 1986 title run, was asked by a reporter if he was scared to play Washington for the third time. Parcells replied, “Let me tell you what I’m scared of: Snakes, spiders, and the IRS.” I’m so often asked what s...
Tom Werner/DigitalVision via Getty Images By Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights Hall of Fame football coach Bill Parcells, during the New York Giants’ 1986 title run, was asked by a reporter if he was scared to play Washington for the third time. Parcells replied, “Let me tell you what I’m scared of: Snakes, spiders, and the IRS.” I’m so often asked what scares me about the ongoing market advance that I’ve been tempted to borrow Parcells’ line. Venezuela ? A small economy. 1 Iran? Same. 2 Federal Reserve (Fed) independence ? It’s critical, but I won’t be concerned unless inflation expectations break meaningfully above current levels. 3 Greenland? Tariffs? It’s not ideal, but we’ve navigated tariffs before. Following Liberation Day, a “yippie” bond market had the Trump administration pausing tariffs, and the S&P 500 Index posting its third-best one-day return in 30 years. 4 So, what does scare me? It’s not snakes and spiders. I’ll be concerned when signs emerge of excessive leverage building across the US economy, inflation expectations drifting meaningfully outside the Fed ’s comfort zone, a clear rollover in economic activity, credit spreads blowing out, and bankers tightening lending standards. 5 None of that’s happening today. Until it does, I remain bullish on stocks, despite the incessant noise in the headlines and the ongoing geopolitical maneuvering. It may be confirmation bias, but… … the much‑anticipated broadening of the US stock market does appear to be taking hold. This pattern is typical as the Fed eases policy and economic activity improves. Historically, during easing cycles, the equal‑weight S&P 500 Index (a proxy for broader market participation) has tended to outperform the market‑cap‑weighted index. (See chart below.) Early signs suggest this dynamic is emerging. Market cap has still outperformed equal weight over the past year, but that gap has been narrowing. 6 US stock market broadening appears to be ta...
Climber delays rope-free skyscraper challenge over rain 41 minutes ago Share Save Dearbail Jordan Share Save Getty Images Alex Honnold was the first climber to perform a rope-free ascent of El Capitan in Yosemite National Park An American climber has postponed scaling the Taipei 101, one of the world's tallest buildings, rope-free for another 24 hours due to wet weather. Alex Honnold, who scaled E...
Climber delays rope-free skyscraper challenge over rain 41 minutes ago Share Save Dearbail Jordan Share Save Getty Images Alex Honnold was the first climber to perform a rope-free ascent of El Capitan in Yosemite National Park An American climber has postponed scaling the Taipei 101, one of the world's tallest buildings, rope-free for another 24 hours due to wet weather. Alex Honnold, who scaled El Capitan in California's Yosemite National Park without a rope in 2017, said on Saturday: "Sadly it's raining in Taipei right now so I don't get to go climbing." The skyscraper in Taiwan's capital measures 508m (1,667ft) and is made of steel, glass and concrete. It contains eight sections, each with a slight overhang designed to resemble joints on a bamboo stick. Netflix - which will stream the event - says there will be a delay on the live feed should the worst happen. "It's obviously a conversation that everybody has," Netflix executive Jeff Gaspin told Variety magazine. "We'll cut away. We have a 10-second delay. Nobody expects or wants to see anything like that to happen." The climb is now due to take place on Sunday. Announcing the delay, Netflix said: "Safety remains our top priority, and we appreciate your understanding." Taipei 101 has been conquered before. In 2004, France's Alain Robert, who called himself Spiderman, climbed it in four hours using a safety belt and rope. Netflix said there will be three stages to Honnold's rope-free climb. First, there is an initital 113m section of sloping steel and glass followed by the eight "bamboo" boxes before reaching the final stage which includes scaling the spire at the very top of the tower. Getty Images Taipei 101's surfaces were deemed too wet for a climb on Saturday
AMD (NasdaqGS:AMD) agreed a collaboration with Tata Consultancy Services to support enterprise AI adoption through industry specific solutions and services. The company reached a supply agreement with Meta Platforms for its MI455X AI accelerators, positioning its GPUs in a large scale data center environment. KC McClure, formerly at Accenture, joined AMD’s board of directors, adding senior finance...
AMD (NasdaqGS:AMD) agreed a collaboration with Tata Consultancy Services to support enterprise AI adoption through industry specific solutions and services. The company reached a supply agreement with Meta Platforms for its MI455X AI accelerators, positioning its GPUs in a large scale data center environment. KC McClure, formerly at Accenture, joined AMD’s board of directors, adding senior finance and operations experience to the company’s oversight. For investors watching AI infrastructure, AMD sits at the crossroads of chips, software, and enterprise services. The TCS collaboration signals an effort to link AMD hardware with tailored AI use cases in areas such as finance, healthcare, and manufacturing, where large corporations are still building out practical deployments. Combined with the Meta MI455X agreement, the company is more visible across both cloud scale and enterprise AI projects. KC McClure’s appointment arrives as AMD (NasdaqGS:AMD) focuses on data center and AI portfolios, which can involve substantial capital commitments and complex partnerships. Strong board level financial oversight can matter when a company is signing long term supply deals and expanding across multiple customer segments. For investors, these moves are developments to monitor, as they may influence AMD’s risk profile, competitive position, and revenue mix over time. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on Advanced Micro Devices. NasdaqGS:AMD Earnings & Revenue Growth as at Jan 2026 The TCS alliance and the Meta MI455X supply agreement point in the same direction: AMD is pushing its AI hardware into both large cloud data centers and the day to day enterprise IT stack. For you as an investor, that means the company is not only selling chips but also trying to sit closer to long term AI rollouts in sectors like life sciences, manufacturing, and financial services, where TCS already has de...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is p...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. The “Toll Booth” Operator of the AI Energy Boom It owns critical nuclear energy infrastructure assets , positioning it at the heart of America’s next-generation power strategy. , positioning it at the heart of America’s next-generation power strategy. It’s one of the only global companies capable ...
Key Points The Schwab U.S. Dividend Equity ETF has delivered an average annual return of 12.3% since its inception. The fund's strategy puts it in a strong position to continue producing robust total returns. It has the potential to be a very enriching investment over the long term. 10 stocks we like better than Schwab U.S. Dividend Equity ETF › The Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD) ...
Key Points The Schwab U.S. Dividend Equity ETF has delivered an average annual return of 12.3% since its inception. The fund's strategy puts it in a strong position to continue producing robust total returns. It has the potential to be a very enriching investment over the long term. 10 stocks we like better than Schwab U.S. Dividend Equity ETF › The Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD) is one of the largest and most popular exchange-traded funds (ETFs) focused on dividend stocks. The fund currently has over $75 billion in assets under management, making it the second-largest dividend-focused ETF. The fund has an excellent history of delivering strong returns for investors. Here's a look at whether investing $2,000 into this top ETF today could make you a future millionaire. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » An enriching ETF The Schwab U.S. Dividend Equity ETF has been enriching investors since its inception in late 2011. It has delivered an average annual total return of 12.3% since that time. At that rate, it would have grown a $10,000 investment into nearly $30,500. While that's a great return, it's a long way from $1 million. Amassing a $1 million fortune takes time. For example, if you invested $2,000 into a fund that generated a 12.3% average annual return, it would grow into over $1 million in about 54 years. So, unless you are very young, investing only $2,000 into this ETF wouldn't be enough to make you a millionaire before retirement. However, you could speed things up a bit by making additional contributions. For example, investing another $1,000 into the fund each year would trim your time to becoming a millionaire to 42 years. Bump that rate up to $2,000 a year, and you could become a millionaire in 36 years. That all assumes the fund continues to deliver returns matching its historical rate. While that's no guarantee, the fund's investment str...
We recently published 14 Stocks Jim Cramer Talked About. CoreWeave Inc. (NASDAQ:CRWV) is one of the stocks Jim Cramer talked about. CoreWeave Inc. (NASDAQ:CRWV), along with Oracle, is a key player in the AI infrastructure space. Cramer has discussed the stock several times over the past couple of months and commented on the firm’s close relationship with AI GPU giant NVIDIA. The shares are up by 1...
We recently published 14 Stocks Jim Cramer Talked About. CoreWeave Inc. (NASDAQ:CRWV) is one of the stocks Jim Cramer talked about. CoreWeave Inc. (NASDAQ:CRWV), along with Oracle, is a key player in the AI infrastructure space. Cramer has discussed the stock several times over the past couple of months and commented on the firm’s close relationship with AI GPU giant NVIDIA. The shares are up by 136% since their IPO last year. Truist discussed CoreWeave Inc. (NASDAQ:CRWV)’s shares in January and set an $84 share price target along with a Buy rating. Amongst several factors that it discussed, the financial firm pointed out CoreWeave Inc. (NASDAQ:CRWV)’s close relationship with NVIDIA. Banking behemoth JPMorgan also commented on the shares. It kept a Neutral rating and a $110 share price target. The bank commented that CoreWeave Inc. (NASDAQ:CRWV) is facing sizable AI demand but warned that the stock’s erratic trading patterns might not be for everyone. Cramer discussed the firm in the context of President Trump: Jim Cramer Discusses President Trump & CoreWeave (CRWV) everything possible/Shutterstock.com “So we know this weekend, that we got Trump, we got his, what he’s been buying, you see that, what he’s been buying? So he’s been buying CoreWeave, CoreWeave bonds. Next thing I know, Michael Intrator is in Davos, talking about CoreWeave, and I’m like saying, okay, that’s it, the President is buying CoreWeave. . .” While we acknowledge the potential of CRWV as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, 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.
Beth Mead put Arsenal in front in the 55th minute before Mariona Caldentey completed a 2-0 victory for the Gunners at Stamford Bridge. MATCH REPORT: Chelsea 0-2 Arsenal Available to UK users only.
Beth Mead put Arsenal in front in the 55th minute before Mariona Caldentey completed a 2-0 victory for the Gunners at Stamford Bridge. MATCH REPORT: Chelsea 0-2 Arsenal Available to UK users only.
We recently published 14 Stocks Jim Cramer Talked About. Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer talked about. AI infrastructure giant Oracle Corporation (NYSE:ORCL)’s shares are down by 3.4% over the past year. Year-to-date, the stock has lost 9%, and during this time period, several analysts have discussed the firm. For instance, Guggenheim reiterated a $400 share price ta...
We recently published 14 Stocks Jim Cramer Talked About. Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer talked about. AI infrastructure giant Oracle Corporation (NYSE:ORCL)’s shares are down by 3.4% over the past year. Year-to-date, the stock has lost 9%, and during this time period, several analysts have discussed the firm. For instance, Guggenheim reiterated a $400 share price target and a Buy rating on the shares as it called the firm its “Best Idea” in the software industry. Along with providing AI infrastructure, Oracle Corporation (NYSE:ORCL) is also one of the largest enterprise resource planning (ERP) software providers in the world. The shares have struggled amidst concerns about the debt the firm is taking to build AI infrastructure. Guggenheim outlined that Oracle Corporation (NYSE:ORCL)’s long-term growth opportunities could make the spending worthwhile. Cramer also discussed Guggenheim’s coverage: “I wanted to be fatuous just in keeping with the news that I read which makes me feel like, are you kidding me? Come on, are you kidding me? Are we really supposed, what are we supposed to sell Oracle off of this? What are we supposed to do? Oracle (ORCL)'s a "Linchpin" Stock, Says Jim Cramer Munro Global Growth Fund also discussed Oracle Corporation (NYSE:ORCL) in its fourth quarter 2025 investor letter:
We recently published 14 Stocks Jim Cramer Talked About. Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer talked about. AI infrastructure giant Oracle Corporation (NYSE:ORCL)’s shares are down by 3.4% over the past year. Year-to-date, the stock has lost 9%, and during this time period, several analysts have discussed the firm. For instance, Guggenheim reiterated a $400 share price ta...
We recently published 14 Stocks Jim Cramer Talked About. Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer talked about. AI infrastructure giant Oracle Corporation (NYSE:ORCL)’s shares are down by 3.4% over the past year. Year-to-date, the stock has lost 9%, and during this time period, several analysts have discussed the firm. For instance, Guggenheim reiterated a $400 share price target and a Buy rating on the shares as it called the firm its “Best Idea” in the software industry. Along with providing AI infrastructure, Oracle Corporation (NYSE:ORCL) is also one of the largest enterprise resource planning (ERP) software providers in the world. The shares have struggled amidst concerns about the debt the firm is taking to build AI infrastructure. Guggenheim outlined that Oracle Corporation (NYSE:ORCL)’s long-term growth opportunities could make the spending worthwhile. Cramer also discussed Guggenheim’s coverage: “I wanted to be fatuous just in keeping with the news that I read which makes me feel like, are you kidding me? Come on, are you kidding me? Are we really supposed, what are we supposed to sell Oracle off of this? What are we supposed to do? Oracle (ORCL)'s a "Linchpin" Stock, Says Jim Cramer Munro Global Growth Fund also discussed Oracle Corporation (NYSE:ORCL) in its fourth quarter 2025 investor letter:
We recently published 14 Stocks Jim Cramer Talked About. Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer talked about. AI infrastructure giant Oracle Corporation (NYSE:ORCL)’s shares are down by 3.4% over the past year. Year-to-date, the stock has lost 9%, and during this time period, several analysts have discussed the firm. For instance, Guggenheim reiterated a $400 share price ta...
We recently published 14 Stocks Jim Cramer Talked About. Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer talked about. AI infrastructure giant Oracle Corporation (NYSE:ORCL)’s shares are down by 3.4% over the past year. Year-to-date, the stock has lost 9%, and during this time period, several analysts have discussed the firm. For instance, Guggenheim reiterated a $400 share price target and a Buy rating on the shares as it called the firm its “Best Idea” in the software industry. Along with providing AI infrastructure, Oracle Corporation (NYSE:ORCL) is also one of the largest enterprise resource planning (ERP) software providers in the world. The shares have struggled amidst concerns about the debt the firm is taking to build AI infrastructure. Guggenheim outlined that Oracle Corporation (NYSE:ORCL)’s long-term growth opportunities could make the spending worthwhile. Cramer also discussed Guggenheim’s coverage: “I wanted to be fatuous just in keeping with the news that I read which makes me feel like, are you kidding me? Come on, are you kidding me? Are we really supposed, what are we supposed to sell Oracle off of this? What are we supposed to do? Oracle (ORCL)'s a "Linchpin" Stock, Says Jim Cramer Munro Global Growth Fund also discussed Oracle Corporation (NYSE:ORCL) in its fourth quarter 2025 investor letter:
On Thursday, Intel Corp. (NASDAQ:INTC) said it will not accelerate major chip capacity investments without clearer customer commitments, even as rivals Taiwan Semiconductor Manufacturing Co. (NYSE:TSMC) and Samsung Electronics Co. (OTC:SSNLF) ramp up spending. Intel Prioritizes Discipline Over Speed In AI Expansion During the company's fourth-quarter earnings call, Intel struck a cautious tone on ...
On Thursday, Intel Corp. (NASDAQ:INTC) said it will not accelerate major chip capacity investments without clearer customer commitments, even as rivals Taiwan Semiconductor Manufacturing Co. (NYSE:TSMC) and Samsung Electronics Co. (OTC:SSNLF) ramp up spending. Intel Prioritizes Discipline Over Speed In AI Expansion During the company's fourth-quarter earnings call, Intel struck a cautious tone on capacity expansion, pushing back against concerns that it could fall behind in the intensifying AI-driven semiconductor arms race. Asked whether delaying equipment orders could leave Intel exposed to longer lead times as demand accelerates, Intel CFO David Zinsner said the company is already investing aggressively — but selectively. Don't Miss: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Just $0.85 a Share Sam Altman Says AI Will Transform the Economy — This Platform Lets Investors Back Private Tech Early "We are aggressively getting tools on Intel 7, Intel 3 and 18A," Zinsner said, adding that Intel plans to ramp wafer starts "as aggressively as possible" on those manufacturing nodes. Why Intel Is Holding Back On 14A The restraint, Zinsner explained, applies primarily to Intel 14A, a process node tied closely to Intel Foundry Services and external customers. "What we’re holding back on is 14A because 14A is really linked to foundry customers," Zinsner said. "It does not make sense to build out significant capacity there until we know that we have customers that will accept that demand." The comments contrast with more aggressive capacity expansion strategies pursued by TSMC and Samsung, which have been rapidly securing equipment slots to meet anticipated AI chip demand. Trending: If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it? Efficiency Gains Seen As Untapped Supply Lever Intel also said that it believes meaningful supply gains can be achieved without major new capital expend...
On Thursday, Intel Corp. (NASDAQ:INTC) said it will not accelerate major chip capacity investments without clearer customer commitments, even as rivals Taiwan Semiconductor Manufacturing Co. (NYSE:TSMC) and Samsung Electronics Co. (OTC:SSNLF) ramp up spending. Intel Prioritizes Discipline Over Speed In AI Expansion During the company's fourth-quarter earnings call, Intel struck a cautious tone on ...
On Thursday, Intel Corp. (NASDAQ:INTC) said it will not accelerate major chip capacity investments without clearer customer commitments, even as rivals Taiwan Semiconductor Manufacturing Co. (NYSE:TSMC) and Samsung Electronics Co. (OTC:SSNLF) ramp up spending. Intel Prioritizes Discipline Over Speed In AI Expansion During the company's fourth-quarter earnings call, Intel struck a cautious tone on capacity expansion, pushing back against concerns that it could fall behind in the intensifying AI-driven semiconductor arms race. Asked whether delaying equipment orders could leave Intel exposed to longer lead times as demand accelerates, Intel CFO David Zinsner said the company is already investing aggressively — but selectively. Don't Miss: Missed Nvidia and Tesla? RAD Intel Could Be the Next AI Powerhouse — Just $0.85 a Share Sam Altman Says AI Will Transform the Economy — This Platform Lets Investors Back Private Tech Early "We are aggressively getting tools on Intel 7, Intel 3 and 18A," Zinsner said, adding that Intel plans to ramp wafer starts "as aggressively as possible" on those manufacturing nodes. Why Intel Is Holding Back On 14A The restraint, Zinsner explained, applies primarily to Intel 14A, a process node tied closely to Intel Foundry Services and external customers. "What we’re holding back on is 14A because 14A is really linked to foundry customers," Zinsner said. "It does not make sense to build out significant capacity there until we know that we have customers that will accept that demand." The comments contrast with more aggressive capacity expansion strategies pursued by TSMC and Samsung, which have been rapidly securing equipment slots to meet anticipated AI chip demand. Trending: If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it? Efficiency Gains Seen As Untapped Supply Lever Intel also said that it believes meaningful supply gains can be achieved without major new capital expend...
House Committee Calls On IRS To Crack Down On NGOs Funding Terrorists Authored by Naveen Athrappully via The Epoch Times (emphasis ours), The IRS must overhaul its oversight of the nonprofit sector amid the fraud scandal in Minnesota that has led to taxpayer funds being funneled for terror activities, Republicans on the House Ways and Means Committee said in a Jan. 20 statement . House Committee o...
House Committee Calls On IRS To Crack Down On NGOs Funding Terrorists Authored by Naveen Athrappully via The Epoch Times (emphasis ours), The IRS must overhaul its oversight of the nonprofit sector amid the fraud scandal in Minnesota that has led to taxpayer funds being funneled for terror activities, Republicans on the House Ways and Means Committee said in a Jan. 20 statement . House Committee on Ways and Means Chairman Rep. Jason Smith (R-Mo.) speaks during a hearing on Capitol Hill in Washington on May 13, 2025. Madalina Vasiliu/The Epoch Times The lawmakers sent a letter to IRS Acting Commissioner Scott Bessent and CEO Frank Bisignano on Tuesday, raising concerns about “significant fraud, waste, and abuse” of taxpayer dollars. “As you are aware, investigative journalists recently uncovered a network of fraud involving Minnesota’s Medicaid Housing Stabilization Services program and non-profit organizations in the state during the COVID-19 pandemic— a scheme that not only seemingly funneled millions, if not billions, of taxpayer dollars to the Al-Shabaab terrorist group, but has also resulted in the prosecutions of nearly 80 individuals by the Department of Justice (‘DOJ’) to date ,” they wrote. “This is unacceptable.” Al-Shabaab is a militant wing of the Somali Council of Islamic Courts and is responsible for the assassination of several peace activists, journalists, international aid workers, and civil society personalities, according to the National Counterterrorism Center. It was designated a foreign terrorist organization in 2008 by the State Department. During a press conference in Minneapolis on Jan. 9, Bessent said the U.S. Treasury had launched an enforcement campaign targeting Somali-linked fraud networks in Minnesota . According to Bessent, billions of dollars intended for disabled seniors, hungry children, and families with special-needs children were diverted, with some of the funds likely diverted to extremist groups such as Al-Shabaab. “We have tra...
DNY59/E+ via Getty Images Co-authored with Beyond Saving One of the more popular soundbites from Warren Buffett is the caution to "Be fearful when others are greedy." Yet like many tidbits of good investing advice, it is widely ignored. It is kind of like "buy low, sell high." Common sense, yet the evidence suggests that the vast majority of investors fail to follow it. Today, we have an example o...
DNY59/E+ via Getty Images Co-authored with Beyond Saving One of the more popular soundbites from Warren Buffett is the caution to "Be fearful when others are greedy." Yet like many tidbits of good investing advice, it is widely ignored. It is kind of like "buy low, sell high." Common sense, yet the evidence suggests that the vast majority of investors fail to follow it. Today, we have an example of greed in the stock market that, in my opinion, is blindingly obvious. Let's define "greed," because investors trying to make the most money is "greed" in this context. When we say "greedy," we mean investors who are investing without paying attention to the fundamentals supporting the investment, such as earnings, economic conditions, and valuations. In other words, investors are "blinded by greed" and not considering the overall risk because they are buying equities primarily due to them going up in price, as opposed to buying equities because there is a fundamentally strong economy and they are at a good valuation. Let's take a look at some of the fundamentals that the market is apparently ignoring. Jobs, Jobs, Jobs The monthly jobs report used to be something that was very important in explaining market movements. Jobs are an important fundamental for businesses in a number of different ways, including but not limited to: Hiring more people is often an indicator that businesses are expanding and growing. Laying off people can increase earnings through savings and increased efficiencies, but these improvements are short-term relative to expansion. A business can always expand more, but firing employees only improves efficiency and earnings to a point. Consumers with jobs spend more money than consumers without jobs. Seems like common sense, but alas, common sense isn't always common. It doesn't really matter how great your product is if your consumers can't/won't pay for it. Rising unemployment has historically been the best indicator of an imminent recession. So, it is...