Tesla, Inc. (NASDAQ:TSLA) is one of the 10 AI Stocks Making Waves on Wall Street. On January 29, Mizuho analyst Vijay Rakesh raised the price target on the stock to $540.00 (from $530.00) while maintaining an “Outperform” rating. The firm sees Tesla as a leader in physical AI despite near-term EV demand headwinds. Mizuho’s rating follows Tesla’s fourth-quarter earnings, where it reported revenues ...
Tesla, Inc. (NASDAQ:TSLA) is one of the 10 AI Stocks Making Waves on Wall Street. On January 29, Mizuho analyst Vijay Rakesh raised the price target on the stock to $540.00 (from $530.00) while maintaining an “Outperform” rating. The firm sees Tesla as a leader in physical AI despite near-term EV demand headwinds. Mizuho’s rating follows Tesla’s fourth-quarter earnings, where it reported revenues of $25 billion and earnings per share of $0.50, in line with consensus estimates of $25.1 billion in revenue and $0.45 EPS. The firm noted how Tesla is slowly pivoting to AI, Software, and Robotaxi as growth of EV demand slows in 2026. “Slow EV Demand in 2026E (we estimate EV sales up ~5% y/y) as TSLA Focuses on Gradually Pivoting to AI, Software (investing $2B in xAI +ve NVDA, DELL), and Robotaxi.” Tesla (TSLA) Seen as ‘Physical AI’ Leader as Mizuho Lifts Price Target Copyright: wolandmaster / 123RF Stock Photo The company’s automotive gross margin excluding credits improved to 17.9%, up 250 basis points quarter-over-quarter. This improvement, the firm noted, was driven by better mix and pricing. Mizuho further added how Tesla has reiterated its timeline for launching its cybercab in the first half of 2026, while noting that Full Self-Driving (FSD) v14 revenues grew quarter-over-quarter. Looking ahead, the company guided fiscal 2026 capex to $20 billion, up from roughly $9 billion in fiscal 2025. This is as it plans to double GPU capacity in the first half of 2026, expand factories, and target AI5 production in 2027. Overall, the firm sees Tesla as well-positioned leading physical AI. “4) AI investment – F26E Capex guided $20B (vs. F25 ~$9B) Doubling GPU capacity in 1H26E, expanding six factories, and AI5 prod. in 2027E. Maintain Outperform, Adjust Ests and PT to $540 (prior $530) as we see TSLA well-positioned leading physical AI with Cybercab/FSD traction, humanoid longer term, offset by near-term demand headwinds.” Tesla, Inc. (NASDAQ:TSLA) is an automotive and clean en...
Tesla, Inc. (NASDAQ:TSLA) is one of the 10 AI Stocks Making Waves on Wall Street. On January 29, Mizuho analyst Vijay Rakesh raised the price target on the stock to $540.00 (from $530.00) while maintaining an “Outperform” rating. The firm sees Tesla as a leader in physical AI despite near-term EV demand headwinds. Mizuho’s rating follows Tesla’s fourth-quarter earnings, where it reported revenues ...
Tesla, Inc. (NASDAQ:TSLA) is one of the 10 AI Stocks Making Waves on Wall Street. On January 29, Mizuho analyst Vijay Rakesh raised the price target on the stock to $540.00 (from $530.00) while maintaining an “Outperform” rating. The firm sees Tesla as a leader in physical AI despite near-term EV demand headwinds. Mizuho’s rating follows Tesla’s fourth-quarter earnings, where it reported revenues of $25 billion and earnings per share of $0.50, in line with consensus estimates of $25.1 billion in revenue and $0.45 EPS. The firm noted how Tesla is slowly pivoting to AI, Software, and Robotaxi as growth of EV demand slows in 2026. “Slow EV Demand in 2026E (we estimate EV sales up ~5% y/y) as TSLA Focuses on Gradually Pivoting to AI, Software (investing $2B in xAI +ve NVDA, DELL), and Robotaxi.” Tesla (TSLA) Seen as ‘Physical AI’ Leader as Mizuho Lifts Price Target Copyright: wolandmaster / 123RF Stock Photo The company’s automotive gross margin excluding credits improved to 17.9%, up 250 basis points quarter-over-quarter. This improvement, the firm noted, was driven by better mix and pricing. Mizuho further added how Tesla has reiterated its timeline for launching its cybercab in the first half of 2026, while noting that Full Self-Driving (FSD) v14 revenues grew quarter-over-quarter. Looking ahead, the company guided fiscal 2026 capex to $20 billion, up from roughly $9 billion in fiscal 2025. This is as it plans to double GPU capacity in the first half of 2026, expand factories, and target AI5 production in 2027. Overall, the firm sees Tesla as well-positioned leading physical AI. “4) AI investment – F26E Capex guided $20B (vs. F25 ~$9B) Doubling GPU capacity in 1H26E, expanding six factories, and AI5 prod. in 2027E. Maintain Outperform, Adjust Ests and PT to $540 (prior $530) as we see TSLA well-positioned leading physical AI with Cybercab/FSD traction, humanoid longer term, offset by near-term demand headwinds.” Tesla, Inc. (NASDAQ:TSLA) is an automotive and clean en...
Apple Inc. (NASDAQ:AAPL) is one of the 10 AI Stocks Making Waves on Wall Street. On January 30, JPMorgan analyst Samik Chatterjee raised the price target on the stock to $325 while reiterating an “Overweight” rating. The firm is confident on the stock as it sees AAPL’s results as reassuring for investors. According to the firm, Apple’s latest financial results should help “calm investor nerves” ab...
Apple Inc. (NASDAQ:AAPL) is one of the 10 AI Stocks Making Waves on Wall Street. On January 30, JPMorgan analyst Samik Chatterjee raised the price target on the stock to $325 while reiterating an “Overweight” rating. The firm is confident on the stock as it sees AAPL’s results as reassuring for investors. According to the firm, Apple’s latest financial results should help “calm investor nerves” about memory-related impacts on gross margins and concerns regarding a Services slowdown. This is despite the magnitude of iPhone revenue upsides, which is “noteworthy” itself. JP Morgan also highlighted Apple delivering “record Product gross margins” in the December quarter, with the March quarter also anticipated to show record product gross margins. Why JPMorgan Says Apple’s (AAPL) Results Should Calm Investor Nerves This, the firm believes, should help investors be reassured regarding the materiality of the impact that investors have been concerned about related to rising memory costs. “Record Product gross margins in the Dec-Q and an implied Mar-Q record Product gross margin should help reassure investors around the materiality of the impact that investors have been concerned about in relation to rising memory costs, even though management acknowledged slightly higher impact in Mar-Q than the Dec-Q.” Apple is a technology company known for its consumer electronics, software, and services. While we acknowledge the potential of AAPL 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.
Apple Inc. (NASDAQ:AAPL) is one of the 10 AI Stocks Making Waves on Wall Street. On January 30, JPMorgan analyst Samik Chatterjee raised the price target on the stock to $325 while reiterating an “Overweight” rating. The firm is confident on the stock as it sees AAPL’s results as reassuring for investors. According to the firm, Apple’s latest financial results should help “calm investor nerves” ab...
Apple Inc. (NASDAQ:AAPL) is one of the 10 AI Stocks Making Waves on Wall Street. On January 30, JPMorgan analyst Samik Chatterjee raised the price target on the stock to $325 while reiterating an “Overweight” rating. The firm is confident on the stock as it sees AAPL’s results as reassuring for investors. According to the firm, Apple’s latest financial results should help “calm investor nerves” about memory-related impacts on gross margins and concerns regarding a Services slowdown. This is despite the magnitude of iPhone revenue upsides, which is “noteworthy” itself. JP Morgan also highlighted Apple delivering “record Product gross margins” in the December quarter, with the March quarter also anticipated to show record product gross margins. Why JPMorgan Says Apple’s (AAPL) Results Should Calm Investor Nerves This, the firm believes, should help investors be reassured regarding the materiality of the impact that investors have been concerned about related to rising memory costs. “Record Product gross margins in the Dec-Q and an implied Mar-Q record Product gross margin should help reassure investors around the materiality of the impact that investors have been concerned about in relation to rising memory costs, even though management acknowledged slightly higher impact in Mar-Q than the Dec-Q.” Apple is a technology company known for its consumer electronics, software, and services. While we acknowledge the potential of AAPL 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.
Apple Inc. (NASDAQ:AAPL) is one of the 10 AI Stocks Making Waves on Wall Street. On January 30, JPMorgan analyst Samik Chatterjee raised the price target on the stock to $325 while reiterating an “Overweight” rating. The firm is confident on the stock as it sees AAPL’s results as reassuring for investors. According to the firm, Apple’s latest financial results should help “calm investor nerves” ab...
Apple Inc. (NASDAQ:AAPL) is one of the 10 AI Stocks Making Waves on Wall Street. On January 30, JPMorgan analyst Samik Chatterjee raised the price target on the stock to $325 while reiterating an “Overweight” rating. The firm is confident on the stock as it sees AAPL’s results as reassuring for investors. According to the firm, Apple’s latest financial results should help “calm investor nerves” about memory-related impacts on gross margins and concerns regarding a Services slowdown. This is despite the magnitude of iPhone revenue upsides, which is “noteworthy” itself. JP Morgan also highlighted Apple delivering “record Product gross margins” in the December quarter, with the March quarter also anticipated to show record product gross margins. Why JPMorgan Says Apple’s (AAPL) Results Should Calm Investor Nerves This, the firm believes, should help investors be reassured regarding the materiality of the impact that investors have been concerned about related to rising memory costs. “Record Product gross margins in the Dec-Q and an implied Mar-Q record Product gross margin should help reassure investors around the materiality of the impact that investors have been concerned about in relation to rising memory costs, even though management acknowledged slightly higher impact in Mar-Q than the Dec-Q.” Apple is a technology company known for its consumer electronics, software, and services. While we acknowledge the potential of AAPL 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.
Meta Platforms, Inc. (NASDAQ:META) is one of the 10 AI Stocks Making Waves on Wall Street. On January 29, Evercore ISI analyst Mark Mahaney raised the price target on the stock to $900.00 (from $875.00) while reiterating an “Outperform” rating. The firm’s rating affirmation follows META’s beat and raise quarter, with analysts noting AI-driven revenue inflection and momentum heading into 2026. “We ...
Meta Platforms, Inc. (NASDAQ:META) is one of the 10 AI Stocks Making Waves on Wall Street. On January 29, Evercore ISI analyst Mark Mahaney raised the price target on the stock to $900.00 (from $875.00) while reiterating an “Outperform” rating. The firm’s rating affirmation follows META’s beat and raise quarter, with analysts noting AI-driven revenue inflection and momentum heading into 2026. “We reiterate our Outperform rating on META and raise our PT from $875 to $900 (25% upside), based on 25X our ’27 EPS of $36, in the wake of Beat & Raise Q4 EPS results.” Evercore ISI highlighted how META has issued an aggressive fiscal year 2026 capital expenditure guidance, anticipating capex growth of an estimated $55 billion and total expenditure growth of 40%. Meta Platforms (META) Price Target Lifted as Evercore Sees AI-Driven Revenue Inflection Photo by Joshua Hoehne on Unsplash The firm, however, noted that the after-market rally was particularly driven by stronger-than-expected Q4 revenue results, stronger-than-expected Q1 revenue outlook, and Meta’s implied $50 billion step-up in 2026 revenue. All of this is an implication that META is at an AI-driven revenue inflection point. The firm further noted how Meta’s management asserted that it seeks to be an AI leader, and that the company’s fourth quarter results and 2026 outlook support management’s assertion that Meta seeks to be an AI leader. While we acknowledge the potential of META 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.
Meta Platforms, Inc. (NASDAQ:META) is one of the 10 AI Stocks Making Waves on Wall Street. On January 29, Evercore ISI analyst Mark Mahaney raised the price target on the stock to $900.00 (from $875.00) while reiterating an “Outperform” rating. The firm’s rating affirmation follows META’s beat and raise quarter, with analysts noting AI-driven revenue inflection and momentum heading into 2026. “We ...
Meta Platforms, Inc. (NASDAQ:META) is one of the 10 AI Stocks Making Waves on Wall Street. On January 29, Evercore ISI analyst Mark Mahaney raised the price target on the stock to $900.00 (from $875.00) while reiterating an “Outperform” rating. The firm’s rating affirmation follows META’s beat and raise quarter, with analysts noting AI-driven revenue inflection and momentum heading into 2026. “We reiterate our Outperform rating on META and raise our PT from $875 to $900 (25% upside), based on 25X our ’27 EPS of $36, in the wake of Beat & Raise Q4 EPS results.” Evercore ISI highlighted how META has issued an aggressive fiscal year 2026 capital expenditure guidance, anticipating capex growth of an estimated $55 billion and total expenditure growth of 40%. Meta Platforms (META) Price Target Lifted as Evercore Sees AI-Driven Revenue Inflection Photo by Joshua Hoehne on Unsplash The firm, however, noted that the after-market rally was particularly driven by stronger-than-expected Q4 revenue results, stronger-than-expected Q1 revenue outlook, and Meta’s implied $50 billion step-up in 2026 revenue. All of this is an implication that META is at an AI-driven revenue inflection point. The firm further noted how Meta’s management asserted that it seeks to be an AI leader, and that the company’s fourth quarter results and 2026 outlook support management’s assertion that Meta seeks to be an AI leader. While we acknowledge the potential of META 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.
Families of victims of a paedophile are taking legal action against a north London nursery where their children were abused, as they alleged a “consistent culture of brushing concerns aside”. Vincent Chan, 45, is facing prison for molesting girls aged between two and four while working at the now-closed Bright Horizons nursery in Finchley Road, West Hampstead. Initially, 12 families were set to ta...
Families of victims of a paedophile are taking legal action against a north London nursery where their children were abused, as they alleged a “consistent culture of brushing concerns aside”. Vincent Chan, 45, is facing prison for molesting girls aged between two and four while working at the now-closed Bright Horizons nursery in Finchley Road, West Hampstead. Initially, 12 families were set to take legal action against the nursery, first outlined in a letter to Bright Horizons in December. Some 46 families are now part of the claim, legal firm Leigh Day said. In a statement issued by the firm on Sunday, the families said: “What has happened here is not just about one individual or one nursery. “We believe Chan’s crimes raise serious questions about how childcare providers recruit, supervise and safeguard staff, and how warning signs can be overlooked over long periods of time. “In our case, Bright Horizons repeatedly dismissed concerns from parents about Chan’s behaviour, and we believe their consistent culture of brushing concerns aside was key to enabling this catastrophe to happen. The firm added: “They will be seeking full accountability for those failures, initially through the civil courts, and are also urging Camden Council to investigate the case for prosecution of Bright Horizons as a corporate entity.” The 46 families are made up of relatives of the victims of Chan’s sexual abuse and image-based offending, as well as those whose children were mistreated by him in other ways, including when he made videos of children humiliated or in distress. The sex offender admitted 30 new offences at Highbury Corner magistrates court on Thursday relating to 10 girls and six women that did not take place at the nursery. Chan will be sentenced on 12 February for the 56 offences to which he has pleaded guilty. The families taking action said they are “seeking accountability” through claims for breach of contract for Bright Horizons’ safeguarding failures that permitted Ch...
These stocks have grown at an average annual rate of around 24% to 25% over the past decade, with plenty of room to keep growing. We all want our stock portfolios to be full of monster stocks, but that's not an easy goal to achieve. If we're lucky, we will own a few, and their massive gains will help offset some inevitable losses. Here are a few stocks that have been monster stocks -- and are like...
These stocks have grown at an average annual rate of around 24% to 25% over the past decade, with plenty of room to keep growing. We all want our stock portfolios to be full of monster stocks, but that's not an easy goal to achieve. If we're lucky, we will own a few, and their massive gains will help offset some inevitable losses. Here are a few stocks that have been monster stocks -- and are likely to continue as such for the foreseeable future. 1. Microsoft Microsoft (MSFT 0.74%) is huge, encompassing the dominant Office 365 suite of applications, the Azure cloud computing platform, the Xbox gaming platform, the Windows operating system, and even LinkedIn, among many other things. It's been a monster stock, too, averaging annual returns of 25% over the past decade -- and it's still growing. In its first quarter of fiscal 2026, revenue was up 18% year over year, while net income rose 12%. Expand NASDAQ : MSFT Microsoft Today's Change ( -0.74 %) $ -3.21 Current Price $ 430.29 Key Data Points Market Cap $3.2T Day's Range $ 426.45 - $ 439.60 52wk Range $ 344.79 - $ 555.45 Volume 59M Avg Vol 27M Gross Margin 68.59 % Dividend Yield 0.79 % The company has been investing heavily in artificial intelligence (AI), and CEO Satya Nadella has said, "Our planet-scale cloud and AI factory, together with Copilots across high-value domains, is driving broad diffusion and real-world impact... It's why we continue to increase our investments in AI across both capital and talent to meet the massive opportunity ahead." Microsoft is generating more cash than it needs to spend on growth, so it's paying shareholders a dividend -- that recently yielded 0.77%. (That might not seem like a lot, but it's growing briskly, too -- up from $2.09 per share in 2020 to $3.40 per share recently.) Its stock is reasonably priced, as well, with a recent forward-looking price-to-earnings (P/E) ratio of 29, which is a bit below its five-year average of 30. It's highly rated by lots of Wall Street analysts ...
Five-year-old Liam Conejo Ramos and his father, who were detained by immigration officers in Minnesota and held at an ICE facility in Texas, have been released following a judge’s order. They have returned to Minnesota, according to Texas politician Joaquin Castro. The two were detained in a Minneapolis suburb on January 20. They were taken to a detention centre in Dilley, Texas. Katherine Schneid...
Five-year-old Liam Conejo Ramos and his father, who were detained by immigration officers in Minnesota and held at an ICE facility in Texas, have been released following a judge’s order. They have returned to Minnesota, according to Texas politician Joaquin Castro. The two were detained in a Minneapolis suburb on January 20. They were taken to a detention centre in Dilley, Texas. Katherine Schneider, a spokeswoman for the Democratic congressman, confirmed the two had arrived home. She said Castro picked them up from Dilley on Saturday night and escorted them home on Sunday to Minnesota. Advertisement Associated Press emailed the Department of Homeland Security for comment on the father and son’s release. There was no immediate response. Images of the young boy wearing a bunny hat and Spider-Man backpack and surrounded by immigration officers drew outrage about the Trump administration’s crackdown in Minneapolis. Advertisement
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Uber Technologies (NYSE:UBER) is expanding its autonomous vehicle efforts through new partnerships with Mercedes-Benz and Nvidia to create a global robotaxi platform using the S-Class. The company is committing a billion-dollar investment to Waabi, with plans ...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Uber Technologies (NYSE:UBER) is expanding its autonomous vehicle efforts through new partnerships with Mercedes-Benz and Nvidia to create a global robotaxi platform using the S-Class. The company is committing a billion-dollar investment to Waabi, with plans to deploy at least 25,000 Waabi-powered robotaxis on its network. Uber has launched AV Labs to use its trip data to advance autonomous technology and to build a new business around real-world driving data collection and monetization. Uber Technologies, trading at $80.05, is moving beyond its core ride hailing and delivery operations by pushing deeper into autonomous vehicles and data focused services. The stock has returned 19.7% over the past year and 141.9% over three years, which helps explain why many investors are watching how these new projects fit into the broader business. For you as an investor, the key question is how robotaxis and data monetization could sit alongside Uber's existing app based platform over time. These initiatives may change the mix of costs, capital needs, and partnerships the company relies on. It is worth tracking not just product launches, but also how quickly these programs scale and what new revenue streams they create. Stay updated on the most important news stories for Uber Technologies by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Uber Technologies. NYSE:UBER Earnings & Revenue Growth as at Feb 2026 How Uber Technologies stacks up against its biggest competitors Quick Assessment ✅ Price vs Analyst Target : At US$80.05 versus a US$109.92 consensus target, the price sits about 27% below where analysts cluster. ✅ Simply Wall St Valuation : The shares are flagged as trading roughly 57% below estimated fair value, suggesting a wide valuation gap. ❌ Recent Momentum: The 30 day...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Intel (NasdaqGS:INTC) is in discussions with Apple and Nvidia about using its U.S. foundry network for chip manufacturing and advanced packaging, as part of a broader supply chain diversification away from TSMC. The U.S. government has taken a direct ownership stake in Intel, marking an unus...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Intel (NasdaqGS:INTC) is in discussions with Apple and Nvidia about using its U.S. foundry network for chip manufacturing and advanced packaging, as part of a broader supply chain diversification away from TSMC. The U.S. government has taken a direct ownership stake in Intel, marking an unusual level of federal involvement in a major semiconductor company. Both developments highlight Intel's push to expand its foundry business and reinforce its role in U.S. chip production policy. For you as an investor, these moves sit at the intersection of technology, manufacturing and policy. Intel, long known for its x86 processors and PC/server chips, is working to reposition itself as a contract manufacturer for other major chip designers. At the same time, governments are treating chip production as critical infrastructure, which is pulling Intel closer to public policy objectives. Potential manufacturing work for Apple and Nvidia, if it materializes, would signal growing customer interest in Intel's foundry offering, while the U.S. stake ties part of Intel's future more tightly to federal priorities. As you follow NasdaqGS:INTC, it is worth watching how these relationships evolve, how much capacity is committed, and what terms and conditions come with deeper government involvement. Stay updated on the most important news stories for Intel by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Intel. NasdaqGS:INTC Earnings & Revenue Growth as at Feb 2026 How Intel stacks up against its biggest competitors For Intel, potential manufacturing and packaging work from Apple and Nvidia sits at the heart of its push to become a large-scale foundry alongside Taiwan Semiconductor and Samsung. These talks come while Intel is still posting net losses, guiding to first quarter 2026 revenue of US$11.7b to US$12.7b and an ea...
Wall Street is not upset because Microsoft (MSFT) staggered during earnings season. Instead, Wall Street is disappointed that Microsoft did not perform as strongly as the market expected, particularly when it comes to Azure upside in a market that has gone crazy for AI. That reaction, according to ...
Wall Street is not upset because Microsoft (MSFT) staggered during earnings season. Instead, Wall Street is disappointed that Microsoft did not perform as strongly as the market expected, particularly when it comes to Azure upside in a market that has gone crazy for AI. That reaction, according to ...
Wall Street is not upset because Microsoft (MSFT) staggered during earnings season. Instead, Wall Street is disappointed that Microsoft did not perform as strongly as the market expected, particularly when it comes to Azure upside in a market that has gone crazy for AI. That reaction, according to Morgan Stanley, misses the point. “Yes, Azure missed Street expectations by one point, but at 21x CY2...
Wall Street is not upset because Microsoft (MSFT) staggered during earnings season. Instead, Wall Street is disappointed that Microsoft did not perform as strongly as the market expected, particularly when it comes to Azure upside in a market that has gone crazy for AI. That reaction, according to Morgan Stanley, misses the point. “Yes, Azure missed Street expectations by one point, but at 21x CY27 EPS, the valuation appears to miss the bigger picture,” analysts wrote in a note. Microsoft stock gets punished over Azure as the backlog explodes higher.Photo by Bloomberg on Getty Images · Photo by Bloomberg on Getty Images Microsoft Azure didn’t miss it; it just didn’t wow On nearly every metric, Microsoft’s fiscal second-quarter results delivered on several accounts: Revenue increased 17% year over year . Operating margins expanded approximately 160 basis points to 47% . Earnings per share are up 21% on a constant-currency basis. Results excluded around $10 billion of OpenAI-related gain. Azure, however, grew 38% year over year in constant currency, beating Microsoft’s own guidance by a point, but it fell short of the 40%-plus growth many investors baked into the results. In the end, that one metric ended up looming large over everything else. Bookings change the bearish clouds over MSFT Morgan Stanley believes investors are focusing on the wrong target. Microsoft's residual performance obligations, or contractual future income, jumped 110% from the previous year to $625 billion. Related: Salesforce Army deal exposes $5.6 billion hype trap Even without the OpenAI-related contracts, RPO is up 28%, translating into broad-based commercial demand. Here’s why it will matter to the average investor. Commercial customers is about 77% of Microsoft’s revenue . Bookings usually come before revenue , not after it. Backlog durability backs forthcoming growth visibility. What that means is that even if Azure optics look messy, the pipeline is getting better and better. Why Azure g...
Key Points The U.S. government is leaning into nuclear power generation amid soaring energy demand. Constellation Energy is America's nuclear leader and has inked deals with Microsoft and Meta Platforms. The stock could raise its dividend substantially over the coming years, translating into significant income down the road. 10 stocks we like better than Constellation Energy › Many people find the...
Key Points The U.S. government is leaning into nuclear power generation amid soaring energy demand. Constellation Energy is America's nuclear leader and has inked deals with Microsoft and Meta Platforms. The stock could raise its dividend substantially over the coming years, translating into significant income down the road. 10 stocks we like better than Constellation Energy › Many people find the idea of nuclear energy unsettling. It could be an association with atomic weapons or memories of the infamous disaster in Chernobyl. However, today's nuclear power generation is clean, efficient, and safe. Simply put, nuclear energy involves controlled fission reactions (splitting atoms) to generate heat that turns massive steam turbines to generate electricity. Soaring energy demands in the United States have driven significant interest and planned investments in nuclear energy over the coming decades. 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 » Constellation Energy (NASDAQ: CEG) has a leg up in the U.S. nuclear industry. Here is why its stock could power your retirement with dividend income for decades to come. Constellation Energy has a head start in a booming nuclear opportunity The demand for nuclear energy is soaring. President Donald Trump signed executive orders setting a target for electricity production capacity of 400 gigawatts (GW) by 2050 -- nearly 4 times current levels -- and to begin construction on 10 new large reactors and 5 GW worth of capacity upgrades to existing facilities by 2030. Unfortunately, you can't just pop up a nuclear reactor anywhere. There is a ton of regulation, time, and cost involved. Constellation is the largest producer of carbon-free energy in the United States. Its leading fleet of nuclear power facilities is a big reason for that. Currently, the company's nuclear assets have a combined capacity of 22.1 GW, m...
Meta Platforms, Inc. (NASDAQ:META) is among the 12 Most Profitable NASDAQ Stocks to Buy Right Now. On January 29, Cantor Fitzgerald analyst Deepak Mathivanan lifted the firm’s price target on the stock to $860 from $750, while maintaining an Overweight rating. The adjustment follows the company’s fourth-quarter earnings results, which topped Wall Street’s estimates. Revenue came in at $59.89 billi...
Meta Platforms, Inc. (NASDAQ:META) is among the 12 Most Profitable NASDAQ Stocks to Buy Right Now. On January 29, Cantor Fitzgerald analyst Deepak Mathivanan lifted the firm’s price target on the stock to $860 from $750, while maintaining an Overweight rating. The adjustment follows the company’s fourth-quarter earnings results, which topped Wall Street’s estimates. Revenue came in at $59.89 billion, beating forecasts of $58.59 billion, while EPS stood at $8.88 against consensus expectations of $8.23 per share. Meta Platforms, Inc. (NASDAQ:META) expects sales in the first quarter of FY26 to be between $53.5 billion and $56.5 billion, which is ahead of estimates of $51.41 billion. Full-year expenses are projected to be in the range of $162 billion and $169 billion. Capital expenditure in 2026 is expected to be between $115 billion and $135 billion, above analyst forecasts of $110.7 billion and nearly double the amount spent last year. Cantor Fitzgerald noted the strong quarterly results and encouraging sales forecast for the ongoing quarter in its research note to investors. The analyst believes that while margins and free cash flow may get squeezed due to increased capital expenditure, he still expects operating income to expand, with AI momentum likely to drive attractive returns. Based on the recommendations of 44 analysts, the stock is a Strong Buy with a one-year average share price target of $861.87, representing an upside of 20% as of the close on January 30. Meta Platforms, Inc. (NASDAQ:META) is one of the world’s largest technology companies. It operates several popular social media platforms, including Facebook, WhatsApp, Instagram, and Threads. While we acknowledge the potential of META 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 ...
Two armed members of Iran's police special forces stand behind a country flag placed on an armored military vehicle during a pro-Government rally in downtown Tehran, Iran, on January 12, 2026. Nurphoto | Nurphoto | Getty Images Iran's leadership warned of a regional conflict on Sunday if the U.S. were to attack it, stoking the tension between Washington and Tehran, and it designated EU armies as "...
Two armed members of Iran's police special forces stand behind a country flag placed on an armored military vehicle during a pro-Government rally in downtown Tehran, Iran, on January 12, 2026. Nurphoto | Nurphoto | Getty Images Iran's leadership warned of a regional conflict on Sunday if the U.S. were to attack it, stoking the tension between Washington and Tehran, and it designated EU armies as "terrorist groups" in a retaliatory move. The United States has ramped up its naval presence in the Middle East after President Donald Trump repeatedly threatened Iran with intervention if it did not agree to a nuclear deal or failed to stop killing protesters. Despite the standoff between Iran's clerical rulers and the Trump administration, both sides have signalled they are ready to resume talks, and regional allies such as Turkey have sought de-escalation. An Iranian official denied an earlier report by state-run Press TV that the Revolutionary Guards' naval forces would conduct live-fire exercises in the Strait of Hormuz on Sunday and Monday, telling Reuters they have no such plan and the media reports are wrong. Supreme Leader Ayatollah Ali Khamenei was quoted on state media as saying that although Trump says he has sent ships to the region, "the Iranian nation shall not be scared by these things, the Iranian people will not be stirred by these threats." "We are not the initiators and do not want to attack any country, but the Iranian nation will strike a strong blow against anyone who attacks and harasses them," he said. The U.S. Navy currently has six destroyers, one aircraft carrier, and three littoral combat ships in the region, raising the risk of war after Iran's deadly crackdown in January on nationwide protests against the Iranian leadership. Trump was weighing options against Iran that include targeted strikes on security forces, Reuters has reported, citing multiple sources. On Saturday, Trump told reporters that Iran was "seriously talking" with Washington, h...
A single man living in Minnesota says he's been maxing out his 401(k), Roth IRA and Health Savings Account for years, all on a $100,000 salary. And he didn't start at six figures either. Seven Habits That Made It Happen “I have been doing so for 4 years, and I have been maxing it out even when making $80k,” the original poster wrote on Reddit’s r/MiddleClassFinance recently. He estimated his take-...
A single man living in Minnesota says he's been maxing out his 401(k), Roth IRA and Health Savings Account for years, all on a $100,000 salary. And he didn't start at six figures either. Seven Habits That Made It Happen “I have been doing so for 4 years, and I have been maxing it out even when making $80k,” the original poster wrote on Reddit’s r/MiddleClassFinance recently. He estimated his take-home pay is about $3,800 per month after taxes and deductions. With careful budgeting, he spends around $3,650 and saves the rest. Don't Miss: The AI Marketing Platform Backed by Insiders from Google, Meta, and Amazon — Invest at $0.85/Share Americans With a Financial Plan Can 4X Their Wealth — Get Your Personalized Plan from a CFP Pro Here are the seven frugal habits that helped him save aggressively: Buy used cars: “Don’t buy a new car,” he advised. Instead, he bought a 5-year-old Nissan six years ago and still drives it today. Cook at home: He skips pricey food delivery apps. “You can still go out with friends and enjoy your life, just don’t use DoorDash because you don’t want to cook,” he said. Split rent: Sharing housing with roommates or family helped him keep living costs low. At one point, he paid just $700 a month for rent. Use your benefits: He takes advantage of employer health perks, including gym reimbursements and annual checkups. Cut subscriptions: He avoids subscribing to multiple streaming services. Fill up at Costco: With gas prices still unpredictable, he uses a membership or tags along with a friend to get cheaper fuel. Entertainment: He uses the library for books, movies and a quiet place to focus. “I still travel a lot and have allowed myself to buy some nice things. Cars just aren’t my thing,” he said. Trending: Blue-chip art has historically outpaced the S&P 500 since 1995, and fractional investing is now opening this institutional asset class to everyday investors. But Is It Realistic For Most People? While people generally praised his discipline, m...