RoamingPanda/iStock Editorial via Getty Images Introduction Earlier this year, I wrote about Ryman Hospitality Properties ( RHP ) and gave the company a “Buy” rating. As there hasn’t been any other coverage of the company since then, I figure it would be good for me to re-evaluate the company, especially since the company released its Q4 2025 earnings in February. Quick Recap and FY 2025 Results R...
RoamingPanda/iStock Editorial via Getty Images Introduction Earlier this year, I wrote about Ryman Hospitality Properties ( RHP ) and gave the company a “Buy” rating. As there hasn’t been any other coverage of the company since then, I figure it would be good for me to re-evaluate the company, especially since the company released its Q4 2025 earnings in February. Quick Recap and FY 2025 Results Ryman Hospitality Properties is a unique hospitality REIT with its focus on large-scale, group-oriented convention resort properties. Its portfolio comprises just 7 hotels, but a total of 12,364 rooms and over 3 million square feet of indoor and outdoor meeting space. 5 of its hotels rank among the top 10 largest non-gaming hotels in the country. The company’s business model acts as a moat and is difficult to replicate due to the sheer size of its hotels. This is evident in its customer retention rate of 66%. The company also has a 70% controlling interest in Opry Entertainment Group (OEG), a live entertainment company focused on country music, and owns iconic music brands and venues. 2025 was a challenging year, with macroeconomic uncertainty surrounding tariff policy, government spending, and a federal shutdown all affecting group booking behavior throughout the year. However, the company delivered exceptional results, reporting record revenue of $2.6 billion, a 10% increase over the previous year. It also reported EBITDAre of $794.7 million, above the midpoint of its 2025 guidance. Adjusted Funds From Operations (AFFO) for the year came in at $8.46/share, above the high end of 2025 guidance. The EBITDAre Entertainment segment (its controlling interest in OEG) also came in above the high end of 2025 guidance at $114.5 million. In short, the company’s 2025 results were nothing short of exemplary, delivering record revenues and beating guidance. Balance Sheet In January 2026, the company refinanced and expanded its revolving credit facility from $700 million to $850 million ...
BigBear.ai (NYSE: BBAI) looks like a failed AI stock, but that may provide for a perfect entry point. A stronger balance sheet, a massive backlog, and a possible new catalyst could just be enough to send the stock soaring once again.
BigBear.ai (NYSE: BBAI) looks like a failed AI stock, but that may provide for a perfect entry point. A stronger balance sheet, a massive backlog, and a possible new catalyst could just be enough to send the stock soaring once again.
Sergio Delle Vedove Nike's ( NKE ) weak outlook for sales in China is likely to impact a number of apparel and footwear stocks. For FQ3, Nike ( NKE ) said demand in China remained weak and that Greater China revenue fell 10% in the quarter, with Nike Direct down 5% and the wholesale business down 13%. During the earnings conference call, Nike ( NKE ) management noted that it expects Greater China ...
Sergio Delle Vedove Nike's ( NKE ) weak outlook for sales in China is likely to impact a number of apparel and footwear stocks. For FQ3, Nike ( NKE ) said demand in China remained weak and that Greater China revenue fell 10% in the quarter, with Nike Direct down 5% and the wholesale business down 13%. During the earnings conference call, Nike ( NKE ) management noted that it expects Greater China to decline about 20% in FQ4, citing reduced sell-in and actions to clean up the marketplace. The general view from analysts is that the read from Nike ( NKE ) could impact other companies. Under Armour ( UA ) ( UAA ), Deckers Brands ( DECK ), Skechers ( SKX ), and Lululemon ( LULU ) all have some revenue exposure to China. In Europe, footwear makers Adidas AG ( ADDYY ), Puma SE ( PMMAF ), Anta Sports ( ANPDY ) ( ANPDF ), and On Holding AG ( ONON ) will be on watch for share price reactions to the weak Nike ( NKE ) outlook. Shares of Nike ( NKE ) were down 11.0% in premarket action on Wednesday. More on the retail sector Retail Sector Recap: Consumers Pull Back On Weak Outlook Retail Sector Steps Into The Earnings Spotlight, What To Watch For In Q4 Reports Aldi inks a key deal with Instacart to support U.S. push Meet Wonder: The company that wants to be the Amazon of mealtime Seeking Alpha’s Quant Rating on State Street PDR S&P Retail ETF
CNBC just said something that caught my eye: “This month alone, Nvidia has committed $2 billion each to Lumentum, Coherent, before that $2 billion into Synopsys, a billion into Nokia, stakes in XAI, OpenAI and Intel.” That is an extraordinary amount of capital deployed in a single month, and it tells you exactly what Jensen ... Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Int...
CNBC just said something that caught my eye: “This month alone, Nvidia has committed $2 billion each to Lumentum, Coherent, before that $2 billion into Synopsys, a billion into Nokia, stakes in XAI, OpenAI and Intel.” That is an extraordinary amount of capital deployed in a single month, and it tells you exactly what Jensen ... Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone
Welcome to our guide to the commodities driving the global economy. Today, reporter Nathan Risser looks at the impact of the Iran war on US gasoline prices. The last time the average American was paying $4 a gallon for gasoline was in 2022. Back then, the war in Ukraine was pushing energy markets into crisis, inflation was on the rise and the US president was under growing pressure from an elector...
Welcome to our guide to the commodities driving the global economy. Today, reporter Nathan Risser looks at the impact of the Iran war on US gasoline prices. The last time the average American was paying $4 a gallon for gasoline was in 2022. Back then, the war in Ukraine was pushing energy markets into crisis, inflation was on the rise and the US president was under growing pressure from an electorate worried about the cost of living. The parallels are obvious today, and it may be no coincidence that President Donald Trump began talking more directly about an end to the Iran conflict the same day that prices at the pump passed that particular milestone. For the 40 million Americans who buy gas each day, their wallets are once again being squeezed by a distant war. The White House has tried a raft of measures to keep energy prices at bay — releasing emergency stockpiles, waving long-standing shipping restrictions and allowing for more ethanol blending this summer. But the moves had little effect. Instead, the average retail cost of gasoline in the US surged more than 30% in March. There was simply too much at play globally for domestic policy to have much impact. The amount of crude inventory being released from emergency reserves paled in comparison to the oil bottlenecked in the Strait of Hormuz. The two-month waiver of protectionist US maritime regulation was scuppered by the tight global shipping markets. These international factors were the ultimate driver of gasoline prices in the US and across the world. After Trump told reporters at the White House on Tuesday that the US could end its war in two to three weeks, with or without a peace deal with Iran, the impact on international markets was stark. West Texas Intermediate crude fell 1.5% on Tuesday and has since extended those losses. After closing above $100 a barrel on Monday for the first time since the conflict began, the US benchmark dipped back below that level on Wednesday morning. How soon costs for US d...
The global AI chip market is poised for significant expansion with projections indicating a leap from USD 102.89 billion in 2025 to an impressive USD 1354.35 billion by 2035, reflecting a compound annual growth rate (CAGR) of 29.4% during the forecast period. This remarkable growth is largely attributed to the increasing demand for advanced computing capabilities driven by the adoption of AI acros...
The global AI chip market is poised for significant expansion with projections indicating a leap from USD 102.89 billion in 2025 to an impressive USD 1354.35 billion by 2035, reflecting a compound annual growth rate (CAGR) of 29.4% during the forecast period. This remarkable growth is largely attributed to the increasing demand for advanced computing capabilities driven by the adoption of AI across sectors such as data centers, cloud environments, and consumer applications. Key technologies,...
Robert Way Nvidia's ( NVDA ) $2B investment and strategic partnership with Marvell ( MRVL ) is all about Nvidia's NVLink Fusion, investment firm Wedbush Securities said. “The tie-up includes NVDA and Marvell partnering around NVLink, AI-RAM, and core technologies like optical networking and SiPh,” analyst Matt Bryson wrote in a note to clients. “What we are less certain about is if one of these te...
Robert Way Nvidia's ( NVDA ) $2B investment and strategic partnership with Marvell ( MRVL ) is all about Nvidia's NVLink Fusion, investment firm Wedbush Securities said. “The tie-up includes NVDA and Marvell partnering around NVLink, AI-RAM, and core technologies like optical networking and SiPh,” analyst Matt Bryson wrote in a note to clients. “What we are less certain about is if one of these technology ties in particular is important to NVDA driving the collaboration. We see Marvell, on the other hand, as motivated to consummate this deal given NVDA's $2B investment, regardless of the technical or operation benefits (or lack thereof from partnering with NVDA).” Nvidia's NVLink Fusion is the tech giant's rack-scale artificial intelligence infrastructure that allows hyperscalers and custom application-specific integrated circuit designers (like Marvell) to integrate the custom CPUs and XPUs that they create with Nvidia's NVLink interconnect technology. Marvell produces custom XPUs for several clients, including Microsoft ( MSFT ) and Amazon ( AMZN ). As part of the deal, Marvell will provide custom AI accelerators, or XPUs, and NVLink Fusion-compatible scale-up networking. Nvidia will offer up its Vera CPU, ConnectX NICs, Bluefield DPUs, NVLink interconnect and Spectrum-X switches, and rack-scale AI compute. More on Nvidia and Marvell The Cure For FOMO With Tech Contrarians Marvell's Growth Story Just Changed Nvidia: Something Big Is Coming Nvidia's lead narrows as Chinese chipmakers claim 41% of local market: report Iran threatens attacks on Nvidia, Apple and other tech majors: report
Robert Way Nvidia's ( NVDA ) $2B investment and strategic partnership with Marvell ( MRVL ) is all about Nvidia's NVLink Fusion, investment firm Wedbush Securities said. “The tie-up includes NVDA and Marvell partnering around NVLink, AI-RAM, and core technologies like optical networking and SiPh,” analyst Matt Bryson wrote in a note to clients. “What we are less certain about is if one of these te...
Robert Way Nvidia's ( NVDA ) $2B investment and strategic partnership with Marvell ( MRVL ) is all about Nvidia's NVLink Fusion, investment firm Wedbush Securities said. “The tie-up includes NVDA and Marvell partnering around NVLink, AI-RAM, and core technologies like optical networking and SiPh,” analyst Matt Bryson wrote in a note to clients. “What we are less certain about is if one of these technology ties in particular is important to NVDA driving the collaboration. We see Marvell, on the other hand, as motivated to consummate this deal given NVDA's $2B investment, regardless of the technical or operation benefits (or lack thereof from partnering with NVDA).” Nvidia's NVLink Fusion is the tech giant's rack-scale artificial intelligence infrastructure that allows hyperscalers and custom application-specific integrated circuit designers (like Marvell) to integrate the custom CPUs and XPUs that they create with Nvidia's NVLink interconnect technology. Marvell produces custom XPUs for several clients, including Microsoft ( MSFT ) and Amazon ( AMZN ). As part of the deal, Marvell will provide custom AI accelerators, or XPUs, and NVLink Fusion-compatible scale-up networking. Nvidia will offer up its Vera CPU, ConnectX NICs, Bluefield DPUs, NVLink interconnect and Spectrum-X switches, and rack-scale AI compute. More on Nvidia and Marvell The Cure For FOMO With Tech Contrarians Marvell's Growth Story Just Changed Nvidia: Something Big Is Coming Nvidia's lead narrows as Chinese chipmakers claim 41% of local market: report Iran threatens attacks on Nvidia, Apple and other tech majors: report
In the last week, the United States market has stayed flat but is up 16% over the past year, with earnings forecasted to grow by 15% annually. In this context, identifying high growth tech stocks involves looking for companies that demonstrate strong potential for sustained revenue and earnings expansion in alignment with these broader market trends.
In the last week, the United States market has stayed flat but is up 16% over the past year, with earnings forecasted to grow by 15% annually. In this context, identifying high growth tech stocks involves looking for companies that demonstrate strong potential for sustained revenue and earnings expansion in alignment with these broader market trends.
Group cuts costs as shares plunge while it grapples with impact of Iran war on property market Business live – latest updates One of Britain’s biggest housebuilders has said it will stop buying new land and hiring new staff, as it grapples with the impact of the Iran war on the property market. Berkeley, a London-focused housebuilder, said it would cut costs as it warned that “geopolitical volatil...
Group cuts costs as shares plunge while it grapples with impact of Iran war on property market Business live – latest updates One of Britain’s biggest housebuilders has said it will stop buying new land and hiring new staff, as it grapples with the impact of the Iran war on the property market. Berkeley, a London-focused housebuilder, said it would cut costs as it warned that “geopolitical volatility” and “reduced potential” for interest rate cuts could weigh on the business. Continue reading...