Pooja Malik of Nipun Capital says investors are "trying to line up fundamentals and not just trade on sentiment." She also tells Bloomberg Television that investors are realizing the impact on hardware supply chains is different to that on software. (Source: Bloomberg)
Pooja Malik of Nipun Capital says investors are "trying to line up fundamentals and not just trade on sentiment." She also tells Bloomberg Television that investors are realizing the impact on hardware supply chains is different to that on software. (Source: Bloomberg)
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Key Points Alphabet delivered solid results in its fourth quarter, touting strong returns from its AI investments. The company is doubling its capex this year to $175 billion-$185 billion. Nvidia is likely to receive a significant portion of that spend. 10 stocks we like better than Nvidia › Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) delivered solid results across the board in its fourth-quarter earn...
Key Points Alphabet delivered solid results in its fourth quarter, touting strong returns from its AI investments. The company is doubling its capex this year to $175 billion-$185 billion. Nvidia is likely to receive a significant portion of that spend. 10 stocks we like better than Nvidia › Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) delivered solid results across the board in its fourth-quarter earnings report on Wednesday night. However, after the stock had doubled in the last six months, it wasn't enough to keep the rally going, especially as the AI trade has come under pressure in recent weeks. Alphabet beat estimates on the top and bottom lines, but investors were wary of its aggressive capital expenditure plans in 2026 to fuel its AI ambitions. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The Google parent said it planned to spend $175 billion-$185 billion in capex this year, which is double what it spent last year. While that level of spending adds risks for Alphabet, there is at least one big winner from the move: Nvidia (NASDAQ: NVDA), the dominant maker of data-center GPUs to run AI applications. Where the $175 billion is going Alphabet management touted the return from investments it's already made in AI, and it plans to step up investing in AI compute to "support frontier model development by Google DeepMind," meaning cutting-edge AI that likely requires Nvidia hardware, in addition to improvements in core businesses like advertising. Management also called out Nvidia as a key partner, and said it would be among the first to get access to Nvidia's new Vera Rubin GPU platform. That's also a reminder that for all of the talk about big tech companies like Alphabet challenging Nvidia with its TPUs, the hyperscalers like Alphabet, Amazon, Microsoft, and Meta Platforms are still largely depe...
Companies in the Technology sector have received a lot of coverage today as analysts weigh in on Coherent Corp (COHR – Research Report) and Qualcomm (QCOM – Research Report). Coherent Corp (COHR) In a report released yesterday, Michael Genovese from Rosenblatt Securities maintained a Buy rating on Coherent Corp, with a price target of $300.00. The company’s shares closed last Wednesday at $211.00....
Companies in the Technology sector have received a lot of coverage today as analysts weigh in on Coherent Corp (COHR – Research Report) and Qualcomm (QCOM – Research Report). Coherent Corp (COHR) In a report released yesterday, Michael Genovese from Rosenblatt Securities maintained a Buy rating on Coherent Corp, with a price target of $300.00. The company’s shares closed last Wednesday at $211.00. According to TipRanks.com, Genovese is a 5-star analyst with an average return of 19.4% and a 55.3% success rate. Genovese covers the Technology sector, focusing on stocks such as Credo Technology Group Holding Ltd, Applied Optoelectronics, and Lumentum Holdings. ;'> The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Coherent Corp with a $202.75 average price target, which is a -12.9% downside from current levels. In a report released yesterday, TipRanks – Google also upgraded the stock to Buy with a $252.00 price target. See Insiders’ Hot Stocks on TipRanks >> Qualcomm (QCOM) Mizuho Securities analyst Vijay Rakesh maintained a Hold rating on Qualcomm yesterday and set a price target of $140.00. The company’s shares closed last Wednesday at $148.89. According to TipRanks.com, Rakesh is a top 25 analyst with an average return of 44.4% and a 67.6% success rate. Rakesh covers the Technology sector, focusing on stocks such as Credo Technology Group Holding Ltd, Advanced Micro Devices, and ARM Holdings PLC ADR. ;'> The word on The Street in general, suggests a Moderate Buy analyst consensus rating for Qualcomm with a $188.33 average price target, a 26.6% upside from current levels. In a report issued on January 30, TipRanks – DeepSeek also downgraded the stock to Hold with a $166.00 price target. Disclaimer & DisclosureReport an Issue
The recent decline in Oracle’s stock price reflects a rational repricing of risk rather than a narrative of slowing growth. Oracle is undergoing a capital-cycle regime shift, funding a hyperscale cloud infrastructure buildout through a combination of new debt and explicit equity issuance, while its backlog converts to reported revenue over a multi-year period. The current decline highlights the mi...
The recent decline in Oracle’s stock price reflects a rational repricing of risk rather than a narrative of slowing growth. Oracle is undergoing a capital-cycle regime shift, funding a hyperscale cloud infrastructure buildout through a combination of new debt and explicit equity issuance, while its backlog converts to reported revenue over a multi-year period. The current decline highlights the mismatch between capital outflows and revenue recognition. The market is discounting (1) dilution and security overhang, (2) negative free cash flow resulting from data center capital expenditures, and (3) execution and counterparty-timing risk associated with long-term cloud commitments. What Matters Most Right Now For ORCL Oracle has formalized a $45 billion to $50 billion funding program for 2026, which explicitly includes common equity issuance, equity-linked securities, and a one-time investment-grade bond offering. This development shifts the equity narrative from one of buybacks funded by steady cash flow to new supply driven by infrastructure expansion. [1] Trailing free cash flow flipped deeply negative as capex surged, and Oracle guided that the capex uptrend should continue for multiple years. [2] The backlog headline is enormous, but the revenue timing is slow: Oracle disclosed that only about 10% of remaining performance obligations are expected to be recognized as revenue over the next 12 months, with the rest spread across years. [2] Reason 1: A Dilution Overhang Just Became Policy, Not Speculation Oracle’s 2026 funding plan is unusually direct: roughly half of the targeted 2026 funding is expected to come from equity-linked and common equity issuance, including an at-the-market common stock program up to $20B, as well as mandatory convertible preferred securities. [1] [3] Three mechanics matter for price: Price-insensitive supply: at-the-market programs can sell shares into the tape over time, which tends to cap rallies because every rebound can become an issu...
I Squared Capital is considering options for its Asian data center business BDx , including a sale, people familiar with the matter said, signaling another potential deal in an industry riding the artificial intelligence boom. The global infrastructure investor is holding initial discussions with prospective advisers to evaluate a disposal, the people said, asking not to be identified because the ...
I Squared Capital is considering options for its Asian data center business BDx , including a sale, people familiar with the matter said, signaling another potential deal in an industry riding the artificial intelligence boom. The global infrastructure investor is holding initial discussions with prospective advisers to evaluate a disposal, the people said, asking not to be identified because the deliberations are private. I Squared may seek a valuation of about $2 billion for BDx, the people said. Other infrastructure-focused funds and industry players have expressed interest in acquiring the company, the people said. Considerations are preliminary and I Squared may decide not to sell, they said. Representatives for Miami-based I Squared and BDx declined to comment. Founded in 2019, BDx provides data center, colocation and interconnection solutions for companies and hyperscalers across Asia. It operates 18 facilities with about 750 megawatt capacity in markets including Indonesia, Hong Kong, China and Singapore. Dealmaking in digital infrastructure, including data centers, telecom towers and fiber, is thriving as investors look to latch on to the AI boom. Asia is a significant player in the industry, with new sites being built across the region. Read More: What the AI Data Center Boom Means for Asia: Bloomberg Deals A KKR & Co. -led consortium including Singapore Telecommunications Ltd. confirmed this week that it is buying data center operator STT GDC Pte for $5.2 billion. Sovereign wealth funds GIC Pte and Mubadala Investment Co. are keen to join as minority co-investors, people familiar with the matter have said . Singapore’s DayOne Data Centers Ltd. raised more than $2 billion in a funding round in January to support its international growth. The company is targeting a valuation as high as $20 billion in a US initial public offering. Founded in 2012, I Squared has more than $50 billion in assets under management. Its focus areas include global equity, growth ma...
Earnings Call Insights: Doximity (DOCS) Q3 2026 Management View CEO Jeffrey Tangney reported, “We delivered $185 million in revenue, which was 10% year-on-year growth and a 2% beat from the high end of our guidance. Meanwhile, our Q3 adjusted EBITDA margin was 60% or $111 million, which was 7% above the high end of our guidance.” He highlighted surpassing 3 million registered members and achieving...
Earnings Call Insights: Doximity (DOCS) Q3 2026 Management View CEO Jeffrey Tangney reported, “We delivered $185 million in revenue, which was 10% year-on-year growth and a 2% beat from the high end of our guidance. Meanwhile, our Q3 adjusted EBITDA margin was 60% or $111 million, which was 7% above the high end of our guidance.” He highlighted surpassing 3 million registered members and achieving record engagement across news feed, workflow, and AI products. Tangney stated that Doximity now has “more than 85% of all U.S. physicians and 2/3 of all NPs and PAs on our platform.” Workflow users reached a record with “720,000 unique active prescribers in Q3.” On AI, Tangney noted, “over 300,000 unique prescribers used our AI products in Q3,” and emphasized the strength of DocsGPT, detailing, “Doctors prefer DocsGPT at over twice the rate of our nearest competitor.” He added that Doximity’s AI suite is now adopted by “over 100 of the top health systems in the country.” Tangney revealed, “Outside of hospitals, we have not yet commercialized our AI tools, so we have not included any revenue upside for AI in our current guidance.” Timothy Cabral, Audit Committee Chair, stated, “Third quarter revenue grew to $185.1 million, up 10% year-over-year and exceeding the high end of our guidance range... We finished the quarter with a net revenue retention rate of 112% on a trailing 12-month basis. For our top 20 customers, net revenue retention was higher at 117%.” Cabral reported, “Non-GAAP gross margin in the third quarter was 91% versus 93% in the prior year period, driven by a step-up in our AI infrastructure investments from increased usage.” He also announced a new $500 million open-ended share repurchase authorization. Outlook For Q4 2026, Cabral stated, “we expect revenue in the range of $143 million to $144 million, representing 4% growth at the midpoint, and we expect adjusted EBITDA in the range of $63.5 million to $64.5 million representing a 45% adjusted EBITDA margin....
designer491/iStock via Getty Images By Padhraic Garvey, CFA , Regional Head of Research, Americas; Michiel Tukker , Senior European Rates Strategist; and Benjamin Schroeder , Senior Rates Strategist A sense of rot sets in and gives a bid to Treasuries Quite the reaction to some weak labour market data out of the US on Thursday. In fact, one could argue, quite the overreaction . The Challenger job ...
designer491/iStock via Getty Images By Padhraic Garvey, CFA , Regional Head of Research, Americas; Michiel Tukker , Senior European Rates Strategist; and Benjamin Schroeder , Senior Rates Strategist A sense of rot sets in and gives a bid to Treasuries Quite the reaction to some weak labour market data out of the US on Thursday. In fact, one could argue, quite the overreaction . The Challenger job cuts were high, and the reference to it being the highest January number since 2009 set off alarm bells for sure. But we did see a higher number in October 2025, and these data are quite volatile. Lower yields were, of course, the correct reaction. And the extent of the reaction was amplified by the subsequent JOLTS data, which saw a bigger-than-expected fall in job openings. There are still some 6.5m job openings. But that's down from 7.2m. And jobless claims were up, although not dramatically, and still low in the big scheme of things. But the background noise has contributed too. A material risk-off tone, laced with concern about the private credit space, in particular, typically is the type of environment that manifests in a bid to Treasuries. Key levels were broken too. The 10yr US yield managed to breach below 4.2%, and the 2yr to 3.45%. Not wildly away from where they have been in the past number of months, but still quite the move. Tough to stand in the way of it, especially should the risk-off reassessment have legs. ECB meeting secondary to global risk sentiment A dovish twist by the Bank of England, weaker US jobs indicators and continued jitters in equity markets have left more of an impression on markets than the European Central Bank, with the 2s10s Bund curve reflattening somewhat in a bullish fashion – all well within recent ranges. The VIX remains elevated, suggesting markets are still cautious about more upcoming equity volatility. So far, we are not facing a widespread equity sell-off, but investors are turning more critical about the potential of AI per ...
However, management pointed out that the smartphone industry is facing significant headwinds as memory manufacturers are accelerating the shift of capacity to HBM to meet the surging demand from AI data centers, leading to continued tightening of DRAM supply in the consumer end-markets and smartphone industry. Related News Citi Reiterates Buy on Alphabet w/ TP Raised to USD390; Search & Cloud Biz ...
However, management pointed out that the smartphone industry is facing significant headwinds as memory manufacturers are accelerating the shift of capacity to HBM to meet the surging demand from AI data centers, leading to continued tightening of DRAM supply in the consumer end-markets and smartphone industry. Related News Citi Reiterates Buy on Alphabet w/ TP Raised to USD390; Search & Cloud Biz Growth Accelerates JPMorgan lowered its FY2026/ 2027 revenue forecasts for Qualcomm, and chopped its target price from US$195 to US$185. The broker still kept rating at Overweight, as it continued to be optimistic about the Company's leadership in connectivity technology and high-performance compute sectors. Qualcomm (QCOM.US) announced its financial results for 1FQ26 ended December 2025, beating the expectations of JPMorgan/ the market, primarily due to strong mobile terminal sales that drove chip sales revenue and profit margins above expectations, while other business performances were largely in line with expectations, JPMorgan published a research report saying.However, management pointed out that the smartphone industry is facing significant headwinds as memory manufacturers are accelerating the shift of capacity to HBM to meet the surging demand from AI data centers, leading to continued tightening of DRAM supply in the consumer end-markets and smartphone industry.JPMorgan lowered its FY2026/ 2027 revenue forecasts for Qualcomm, and chopped its target price from US$195 to US$185. The broker still kept rating at Overweight, as it continued to be optimistic about the Company's leadership in connectivity technology and high-performance compute sectors. AASTOCKS Financial News Website: www.aastocks.com AASTOCKS Financial NewsWebsite: www.aastocks.com
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