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 ...
PM Images/DigitalVision via Getty Images In August 2025, I published my last article about UnitedHealth Group Incorporated ( UNH ) and in the conclusion of my article I wrote: I still see the risk of UnitedHealth Group declining lower in the coming quarters after the stock will rebound and stabilize in the coming months. Nevertheless, UnitedHealth Group is not only at a temporary bottom, but, in c...
PM Images/DigitalVision via Getty Images In August 2025, I published my last article about UnitedHealth Group Incorporated ( UNH ) and in the conclusion of my article I wrote: I still see the risk of UnitedHealth Group declining lower in the coming quarters after the stock will rebound and stabilize in the coming months. Nevertheless, UnitedHealth Group is not only at a temporary bottom, but, in comparison to the upside potential, in the next few years, I see the downside risk rather limited. The stock is already undervalued right now and over the long run I am very confident UnitedHealth Group is a solid buy. This does not mean we can’t wait for even lower stock prices and try to buy UnitedHealth for a better price. And we as investors are caught in a situation where we have to evaluate whether the stock might decline lower and if it is a good investment at this point, whether UnitedHealth is cheap enough or if it is better to wait. That is actually a question extremely difficult to answer and every investor has to make up his or her own mind. Following the article, the stock increased to $370, which was quite a rally and resulted in an increase of 47%. However, in the last few days, an avalanche of bad news sent the stock down about 20% and pushed it well below $300 again. In the following article, we will look at the different news stories that pushed UnitedHealth down in recent days – including quarterly results, pressure from the U.S. government, and low expected reimbursement rates for 2027. Nevertheless, I will argue once again that the stock is a good investment and all the negativity is already reflected in the price at this point. Quarterly Results On Tuesday, January 27, 2026, UnitedHealth Group reported its fourth-quarter results, and while earnings per share were in line with analysts’ expectations, revenue missed by about $500 million. Year-over-year, total revenue increased 12.3% from $100.8 billion in Q4/24 to $113.2 billion in Q4/25. But while the t...
Meta's spending plans sound like great news for this neocloud stock. Meta Platforms (META +10.71%) kicked off Big Tech earnings season in fine form on Wednesday, topping estimates on the top and bottom line, and issuing better-than-expected guidance for the first quarter. While doubts about the AI boom have lingered after concerns about a bubble sent AI stocks falling briefly toward the end of las...
Meta's spending plans sound like great news for this neocloud stock. Meta Platforms (META +10.71%) kicked off Big Tech earnings season in fine form on Wednesday, topping estimates on the top and bottom line, and issuing better-than-expected guidance for the first quarter. While doubts about the AI boom have lingered after concerns about a bubble sent AI stocks falling briefly toward the end of last year, from Meta's perspective, the boom is alive and well. Revenue jumped 24% in the quarter to $59.9 billion and full-year revenue topped $200 billion, up 22% from the year before. However, the biggest news out of the tech giant, at least for AI investors, was the company's spending forecast for this year. Meta said that capital expenditures in 2026 would climb to $115 billion-$135 billion with year-over-year growth driven by investments in Meta Superintelligence Labs -- in other words, AI -- and its core business, meaning its family of apps and advertising. That capex forecast represents 73% growth from the year before at the midpoint of the range, up from $72.2 billion in capex in 2025, which itself jumped 84% from $39.2 billion in 2024, meaning Meta's infrastructure spending is set to triple in just two years. That's the clearest sign yet so far this year that the AI bonanza will only accelerate in 2026, and investors are clearly happy with the overall report, as the stock was trading up 8% after-hours. Who wins when Meta spends? Meta's blockbuster capex forecast is meaningful for the social media giant, but it could be even bigger news for other corners of the AI sector. That money isn't going down a black hole, after all, and for the companies on the receiving end, like those running the data centers, it could make the difference between beating the market this year or slumping. One of the biggest winners from Meta's massive capex ramp is likely to be CoreWeave (CRWV 6.12%), the fast-growing neocloud stock that has partnered closely with AI leaders like Nvidia, Open...
Key Points Meta Platforms plans to spend $115 billion-$135 billion on capital expenditures this year, much of which will go to AI. It's the clearest signal from a hyperscaler this year that the AI boom will accelerate. CoreWeave looks like one of the companies poised to benefit. 10 stocks we like better than CoreWeave › Meta Platforms (NASDAQ: META) kicked off Big Tech earnings season in fine form...
Key Points Meta Platforms plans to spend $115 billion-$135 billion on capital expenditures this year, much of which will go to AI. It's the clearest signal from a hyperscaler this year that the AI boom will accelerate. CoreWeave looks like one of the companies poised to benefit. 10 stocks we like better than CoreWeave › Meta Platforms (NASDAQ: META) kicked off Big Tech earnings season in fine form on Wednesday, topping estimates on the top and bottom line, and issuing better-than-expected guidance for the first quarter. While doubts about the AI boom have lingered after concerns about a bubble sent AI stocks falling briefly toward the end of last year, from Meta's perspective, the boom is alive and well. 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 » Revenue jumped 24% in the quarter to $59.9 billion and full-year revenue topped $200 billion, up 22% from the year before. However, the biggest news out of the tech giant, at least for AI investors, was the company's spending forecast for this year. Meta said that capital expenditures in 2026 would climb to $115 billion-$135 billion with year-over-year growth driven by investments in Meta Superintelligence Labs -- in other words, AI -- and its core business, meaning its family of apps and advertising. That capex forecast represents 73% growth from the year before at the midpoint of the range, up from $72.2 billion in capex in 2025, which itself jumped 84% from $39.2 billion in 2024, meaning Meta's infrastructure spending is set to triple in just two years. That's the clearest sign yet so far this year that the AI bonanza will only accelerate in 2026, and investors are clearly happy with the overall report, as the stock was trading up 8% after-hours. Who wins when Meta spends? Meta's blockbuster capex forecast is meaningful for the social media giant, but it could be even bigger news for other corners of the AI sector. That money isn'...
Japan’s two-year government bond auction Friday saw demand that was stronger than the 12-month average, as relatively high yields supported investor appetite despite rising expectations that the Bank of Japan will tighten policy. The bid-to-cover ratio was 3.88 compared with 3.26 at the previous sale, and a 12-month average of 3.6. In another sign of strong investor demand, the tail, or gap betwee...
Japan’s two-year government bond auction Friday saw demand that was stronger than the 12-month average, as relatively high yields supported investor appetite despite rising expectations that the Bank of Japan will tighten policy. The bid-to-cover ratio was 3.88 compared with 3.26 at the previous sale, and a 12-month average of 3.6. In another sign of strong investor demand, the tail, or gap between average and lowest-accepted prices, narrowed to 0.01 from 0.022 last month. The sale came amid expectations the BOJ will raise interest rates more aggressively to counter yen weakness. Overnight index swaps show the probability of a rate hike by April has risen to about 70%. The two-year government bond yield, which is sensitive to monetary policy expectations, fell 2 basis points to 1.23%. It briefly touched 1.275% earlier this week, the highest level since 1996. At a press conference following the BOJ’s policy meeting earlier this month, Governor Kazuo Ueda stuck to his even-handed stance on the central bank’s rate-hike path after holding the benchmark steady and raising the inflation outlook. Some board members expressed rising concern over the extent to which the yen’s depreciation is affecting price trends when they discussed policy in December before deciding at that meeting to raise the benchmark interest rate to the highest since 1995, according to minutes from the meeting.
We recently published 10 Stock Titans With Massive Losses. Microsoft Corp. (NASDAQ:MSFT) was one of the best performers on Wednesday. Microsoft saw its share prices drop by 10 percent on Thursday to close at $433.50 apiece as investors resorted to a combination of profit-taking following five straight days of gains, while turning cautious over its heavy spending and exposure to OpenAI. In an earni...
We recently published 10 Stock Titans With Massive Losses. Microsoft Corp. (NASDAQ:MSFT) was one of the best performers on Wednesday. Microsoft saw its share prices drop by 10 percent on Thursday to close at $433.50 apiece as investors resorted to a combination of profit-taking following five straight days of gains, while turning cautious over its heavy spending and exposure to OpenAI. In an earnings call during the day, Microsoft Corp. (NASDAQ:MSFT) said that net income in the second quarter ending December 31, 2025 jumped by 59.5 percent to $38.46 billion from $24.1 billion in the same period a year earlier, while revenues grew by 17 percent to $81.3 billion from $69.6 billion year-on-year. Of the total, cloud revenues surged by 26 percent to $51.5 billion. Photo by dennizn on shutterstock.com However, the strong performance was overshadowed by a significant 66 percent jump in capital expenditures during the year—at $37.5 billion—especially with Microsoft Corp.’s (NASDAQ:MSFT) 45 percent OpenAI backlog. In an interview with CNBC, Jefferies analyst Brent Thill raised concerns about the technology giant’s exposure to OpenAI, saying that the backlog “is really good, but the disclosure that OpenAI is 45 percent of their backlog, it goes back to the situation where, ‘Can OpenAI achieve these financial goals to pay Oracle, Microsoft and many of the providers?’” Previously, Microsoft Corp. (NASDAQ:MSFT) forecasted capex of $140 billion for the fiscal year ending June 2026. While we acknowledge the potential of MSFT 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.
China’s liquefied natural gas imports are set to rise again in January, after climbing over the previous two months, indicating buyers may have taken more cargoes via long-term contracts. The country is expected to have bought about 6.94 million tons of the super-chilled fuel this month, according to Kpler, which tracks shipping data. That’s about 15% higher than the same period last year, and wou...
China’s liquefied natural gas imports are set to rise again in January, after climbing over the previous two months, indicating buyers may have taken more cargoes via long-term contracts. The country is expected to have bought about 6.94 million tons of the super-chilled fuel this month, according to Kpler, which tracks shipping data. That’s about 15% higher than the same period last year, and would mark the third consecutive month of increased imports on an annual basis. However, discrepancies have emerged between estimates and official data over the past few months. In December, Chinese customs reported about 8.5 million tons of imports, almost 20% higher than Kpler figures. In particular, customs numbers showed more than double the imports from Russia as compared to ship-tracking data. It is unclear why the two datasets have diverged significantly since November. Analysts said it could be that shipments are recorded at different times, that is, when they land or when they’re cleared by customs; or it could be because of a bigger-than-expected shadow fleet whose cargoes would not be recorded by ship-tracking data. Read More: China’s Surprise Jump in Russian LNG Imports Signals More Demand China’s monthly purchases have been weak for most of 2025, with the nation posting year-on-year declines through October and seeing an 11% contraction in annual imports as compared to the previous year. That’s due to robust domestic output, active pipeline imports and higher spot prices. Still, purchases of the fuel surged in November and December on an annual basis, mainly helped by higher levels of buying from Russia , according to official Chinese figures.
Earnings Call Insights: Axos Financial (AX) Q2 2026 Management View CEO Gregory Garrabrants described the quarter as “outstanding,” highlighting $1.6 billion in net loan growth and broad-based expansion across asset-based lending, commercial specialty, and equity finance. He stated net interest income reached $331.6 million for the quarter, up approximately $41 million or 14% linked quarter, suppo...
Earnings Call Insights: Axos Financial (AX) Q2 2026 Management View CEO Gregory Garrabrants described the quarter as “outstanding,” highlighting $1.6 billion in net loan growth and broad-based expansion across asset-based lending, commercial specialty, and equity finance. He stated net interest income reached $331.6 million for the quarter, up approximately $41 million or 14% linked quarter, supported by balanced growth across multiple lending segments. Garrabrants reported a 19 basis point increase in net interest margin, improvements in nonperforming assets and charge-off ratios, and a 23.3% year-over-year increase in earnings per share. “We continue to generate high returns as evidenced by the over 17% return on average common equity and the 1.8% return on assets in the 3 months ended December 31, 2025,” said Garrabrants. The company closed the Verdant acquisition on September 30, adding $430 million of loans and leases and $780 million of on-balance sheet securitizations. Verdant contributed $18.9 million in noninterest income and $130 million of net new loans and operating leases. Garrabrants emphasized the use of artificial intelligence across the enterprise for efficiency and process enhancements, saying, “We are well positioned to use artificial intelligence to increase operating leverage across the enterprise.” Garrabrants projected, “We are confident that we will generate loan growth by low to mid-teens on an annual basis this year.” CFO Derrick Walsh stated, “Noninterest expenses were approximately $184.6 million for the 3 months ended December 31, 2025, compared to $156.3 million in the 3 months ended September 30, 2025. Verdant added approximately $7.8 million in salaries and benefits expenses and $14.8 million in depreciation and amortization expenses.” Outlook Management reiterated guidance for annual loan growth in the low to mid-teens range. Garrabrants indicated the company expects to grow loans by $600 million to $800 million in the current quarte...