We recently published Jim Cramer Discussed These 12 Stocks & Wondered Whether He Should Melt Silver. Tesla, Inc. (NASDAQ:TSLA) is one of the stocks that Jim Cramer discussed. Tesla, Inc. (NASDAQ:TSLA)’s shares are up by 7.3% over the past year and are down by 7% year-to-date. Mizuho raised the firm’s share price target in late January. The bank kept an Outperform rating on the stock and raised the...
We recently published Jim Cramer Discussed These 12 Stocks & Wondered Whether He Should Melt Silver. Tesla, Inc. (NASDAQ:TSLA) is one of the stocks that Jim Cramer discussed. Tesla, Inc. (NASDAQ:TSLA)’s shares are up by 7.3% over the past year and are down by 7% year-to-date. Mizuho raised the firm’s share price target in late January. The bank kept an Outperform rating on the stock and raised the share price target to $540 from $530. The coverage for Tesla, Inc. (NASDAQ:TSLA) followed the car company’s fourth quarter earnings report. Needham also discussed the stock following the earnings report. It maintained a Hold rating on Tesla, Inc. (NASDAQ:TSLA)’s shares and discussed the firm’s car business and AI initiatives. It commented that a global presence was enabling the firm to achieve robust margins and added that the company was making good progress with its artificial intelligence initiatives. Cramer continues to believe that Tesla, Inc. (NASDAQ:TSLA) is a technology company, and in this appearance, he commented on CEO Elon Musk’s remarks about China: "Tesla (TSLA) Was Fabulous," Says Jim Cramer 25 Most In Demand Cars Heading into 2024 “Oh my god Tesla was fabulous. . .loved it. While we acknowledge the potential of TSLA 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.
We recently published Jim Cramer Discussed These 12 Stocks & Wondered Whether He Should Melt Silver. Micron Technology, Inc. (NASDAQ:MU) is one of the stocks that Jim Cramer discussed. Micron Technology, Inc. (NASDAQ:MU) is one of the strongest-performing stocks on Wall Street. The shares are up by an unbelievable 305% over the past year and by 20% year-to-date. Micron Technology, Inc. (NASDAQ:MU)...
We recently published Jim Cramer Discussed These 12 Stocks & Wondered Whether He Should Melt Silver. Micron Technology, Inc. (NASDAQ:MU) is one of the stocks that Jim Cramer discussed. Micron Technology, Inc. (NASDAQ:MU) is one of the strongest-performing stocks on Wall Street. The shares are up by an unbelievable 305% over the past year and by 20% year-to-date. Micron Technology, Inc. (NASDAQ:MU) is among the few companies in the world that are capable of manufacturing high-end memory chips that are used in AI GPUs. Cramer regularly discusses the firm and is one of its biggest proponents. Bernstein upgraded the share price target to $330 from $270 and kept an Outperform rating on the shares in January. TD Cowen raised the share price target to $450 from $300 and kept a Buy rating on the stock. The financial firm outlined that Micron Technology, Inc. (NASDAQ:MU) could benefit from the persistent shortages in the memory market, as it added that the potential for long-term agreements in the industry remained high. In his previous comments about the memory company, Cramer has praised Micron Technology, Inc. (NASDAQ:MU) for capitalizing on the shortages. In this appearance, he remarked how the firm’s CEO was not taken seriously before the shortages became apparent: Photo by Anete Lusina on Pexels “Sanjay Mehrotra, did see what was coming, he built and built and built, and people laughed. They all laughed. . .and it turned out that he was the real deal.” While we acknowledge the potential of MU 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.
We recently published Jim Cramer Discussed These 12 Stocks & Wondered Whether He Should Melt Silver. Micron Technology, Inc. (NASDAQ:MU) is one of the stocks that Jim Cramer discussed. Micron Technology, Inc. (NASDAQ:MU) is one of the strongest-performing stocks on Wall Street. The shares are up by an unbelievable 305% over the past year and by 20% year-to-date. Micron Technology, Inc. (NASDAQ:MU)...
We recently published Jim Cramer Discussed These 12 Stocks & Wondered Whether He Should Melt Silver. Micron Technology, Inc. (NASDAQ:MU) is one of the stocks that Jim Cramer discussed. Micron Technology, Inc. (NASDAQ:MU) is one of the strongest-performing stocks on Wall Street. The shares are up by an unbelievable 305% over the past year and by 20% year-to-date. Micron Technology, Inc. (NASDAQ:MU) is among the few companies in the world that are capable of manufacturing high-end memory chips that are used in AI GPUs. Cramer regularly discusses the firm and is one of its biggest proponents. Bernstein upgraded the share price target to $330 from $270 and kept an Outperform rating on the shares in January. TD Cowen raised the share price target to $450 from $300 and kept a Buy rating on the stock. The financial firm outlined that Micron Technology, Inc. (NASDAQ:MU) could benefit from the persistent shortages in the memory market, as it added that the potential for long-term agreements in the industry remained high. In his previous comments about the memory company, Cramer has praised Micron Technology, Inc. (NASDAQ:MU) for capitalizing on the shortages. In this appearance, he remarked how the firm’s CEO was not taken seriously before the shortages became apparent: Photo by Anete Lusina on Pexels “Sanjay Mehrotra, did see what was coming, he built and built and built, and people laughed. They all laughed. . .and it turned out that he was the real deal.” While we acknowledge the potential of MU 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.
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 ...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. IREN secures $3.6b in GPU financing to support its multi billion dollar AI contract with Microsoft. The company announces a new 1.6GW data center campus in Oklahoma, taking total secured power capacity to over 4.5GW. IREN accelerates its shift from Bitcoin mining to AI cloud, expanding GPU c...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. IREN secures $3.6b in GPU financing to support its multi billion dollar AI contract with Microsoft. The company announces a new 1.6GW data center campus in Oklahoma, taking total secured power capacity to over 4.5GW. IREN accelerates its shift from Bitcoin mining to AI cloud, expanding GPU capacity and cloud related revenues. NasdaqGS:IREN is leaning further into its AI infrastructure push, backed by sizeable financing and a large new data center site. The stock closed at $39.79, with a 1 year return of 243.3% and a very large 3 year gain, even after a 33.5% decline over the past week and a 13.3% decline over the past month. Those moves frame a company that has already gone through a major repricing as it pivots beyond its original Bitcoin mining roots. For investors watching the AI infrastructure space, these updates provide more clarity on IREN’s capital, power access and product focus. The combination of secured GPUs, long term power and an existing contract with Microsoft may influence how the market assesses the durability and scale of IREN’s AI cloud ambitions over time. Stay updated on the most important news stories for IREN by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on IREN. NasdaqGS:IREN 1-Year Stock Price Chart Why IREN could be great value For investors, the headline is that IREN has now lined up most of the capital and power it needs to support the Microsoft AI contract, while the income statement still reflects a business in heavy transition. The company reported Q2 revenue of US$184.69 million and a net loss of US$155.41 million. Over the six month period it moved from a net loss of US$73.59 million a year ago to net income of US$229.2 million, helped by non cash items and the earlier quarter. This helps explain why the stock can sell off on the latest loss even as the multi yea...
J Studios Snowflake ( SNOW ), MongoDB ( MDB ), Datadog ( DDOG ), and JFrog ( FROG ) are likely to be among the first enterprise software stocks to rebound after the “SaaSpocalypse” ends, Bank of America said. Snowflake Snowflake, which the firm has a Buy rating and $275 price target on, the investment firm said the data warehousing company should benefit as “the data blizzard is just getting start...
J Studios Snowflake ( SNOW ), MongoDB ( MDB ), Datadog ( DDOG ), and JFrog ( FROG ) are likely to be among the first enterprise software stocks to rebound after the “SaaSpocalypse” ends, Bank of America said. Snowflake Snowflake, which the firm has a Buy rating and $275 price target on, the investment firm said the data warehousing company should benefit as “the data blizzard is just getting started.” “Snowflake is helping companies solve a critical problem: making sense of mountains of data,” Bank of America analysts wrote. “Its Product revenue is growing well above its infrastructure software peers (28% y/y for FY26E vs. 13% peers) and could go even higher as the demand for AI data clouds increases.” They continued: “Given software sentiment, an initial guide below could cause some downside volatility. We would view this volatility as an enhanced buying opportunity.” Snowflake is set to report fiscal fourth-quarter results on Feb. 25. MongoDB MongoDB is another name that should rise from the ashes, notable given that it reports fiscal fourth-quarter results on March 2. “Atlas revenue grew 30% y/y in F3Q26, an acceleration from +29% in F2Q26, and we think there is the potential for Atlas to deliver similar to even better growth in F4Q26,” the analysts explained. “From a technological standpoint, we think MongoDB’s JSON document database is special…and it’s setting the business up nicely as a long-term share gainer of new AI workloads and as enterprises modernize legacy ones. Lastly, we are positive on the management team on its potential to drive more strategic enterprise sales while not losing sight of its product led growth model.” The analysts have a Buy rating and a $500 price target on MongoDB. Datadog Datadog is set to report quarterly results on Feb. 10, and Bank of America's analysts believe sentiment has “shifted too negatively” on the company, amid competition fears and the risk that its guidance could be weaker-than-expected. “We think this is all known,...
Investing.com -- Space-based data centers face significant technical hurdles despite growing industry interest, according to Voyager Technologies CEO Dylan Taylor. Taylor told CNBC that while space data centers will eventually become reality, a two-year timeline would be "aggressive" as cooling remains a major obstacle for the developing technology. "It's counter intuitive, but it's hard to actual...
Investing.com -- Space-based data centers face significant technical hurdles despite growing industry interest, according to Voyager Technologies CEO Dylan Taylor. Taylor told CNBC that while space data centers will eventually become reality, a two-year timeline would be "aggressive" as cooling remains a major obstacle for the developing technology. "It's counter intuitive, but it's hard to actually cool things in space because there's no medium to transmit hot to cold," Taylor explained. "All heat dissipation has to happen via radiation, which means you need to have a radiator pointing away from the Sun." The concept gained renewed attention when Tesla CEO Elon Musk cited space-based data centers as a one of the motivations for merging SpaceX and xAI in a deal valued at $1.25 trillion earlier this week. Taylor noted that while SpaceX possesses the heavy-lift rockets necessary to transport components to orbit, the cooling solution challenge persists. Voyager Technologies, which went public in June, is working on the Starlab project to replace the International Space Station (ISS) in partnership with Palantir, Airbus, and Mitsubishi. The company remains on track for its planned 2029 launch. Taylor expressed confidence in Voyager's position to advance space-based computing, noting the company already has a cloud compute device on the ISS and possesses laser communication tools that could support future developments. "We're big believers in the technology maturing and our ability to generate data in space and process data in space," he said. Interest in the space sector has increased amid speculation about a potential SpaceX IPO this year and the Trump administration's focus on defense spending. Related articles Space-based data centers face cooling issues, warns Voyager CEO These 2 stocks are best positioned to benefit from higher uranium prices: analyst 5 reasons why Jefferies thinks Meta’s pullback is a buying opportunity
Reinsurance Group of America ( RGA ) declares $0.93/share quarterly dividend, in line with previous. Forward yield 1.81% Payable March 3; for shareholders of record Feb. 17; ex-div Feb. 17. See RGA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Reinsurance Group of America Reinsurance Group Of America: Lock In 2% 'Alpha' With The Baby Bonds Seeking Alpha’s Quant Rating on Reinsurance ...
Reinsurance Group of America ( RGA ) declares $0.93/share quarterly dividend, in line with previous. Forward yield 1.81% Payable March 3; for shareholders of record Feb. 17; ex-div Feb. 17. See RGA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Reinsurance Group of America Reinsurance Group Of America: Lock In 2% 'Alpha' With The Baby Bonds Seeking Alpha’s Quant Rating on Reinsurance Group of America Historical earnings data for Reinsurance Group of America Dividend scorecard for Reinsurance Group of America Financial information for Reinsurance Group of America
Key Points Streaming giant Netflix's strong 2025 results might not be repeatable in 2026. The Warner Bros. Discovery deal also still raises a lot of unanswered questions. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) investors have had a rough go of it the past six months. Shares are down more than 38% from their peak at the end of last June as of this writing. That sell-off accel...
Key Points Streaming giant Netflix's strong 2025 results might not be repeatable in 2026. The Warner Bros. Discovery deal also still raises a lot of unanswered questions. 10 stocks we like better than Netflix › Netflix (NASDAQ: NFLX) investors have had a rough go of it the past six months. Shares are down more than 38% from their peak at the end of last June as of this writing. That sell-off accelerated at the end of last year as it agreed to acquire Warner Bros. Discovery (NASDAQ: WBD), and then released earnings with a disappointing 2026 outlook. But long-term investors may be holding on with expectations for the stock to bounce back this year. Here are three things investors need to know. 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 » 1. 2026 revenue and profit growth likely won't repeat 2025 Last year's revenue and earnings results benefited from a couple of key factors that are unlikely to repeat themselves in 2026. First, most of 2025 saw favorable exchange rates for the dollar. As a result, international sales in non-U.S. currency effectively brought in more revenue in U.S. dollars for the company than they otherwise would have. Management says that the effect of foreign exchange rates added about $541 million to its revenue. It will lap the spike in foreign exchange rates after the first quarter this year. Second, Netflix raised prices for U.S. and Canadian customers early last year. It's unlikely to enact another price hike on its biggest market before the end of 2026. That said, in its fourth-quarter letter to shareholders, management suggested that it has plans to raise prices in some markets. Overall, management's 2026 outlook calls for revenue growth of 12% to 14%, versus the 16% growth it produced last year. 2. The business is steadily growing more profitable While management is guiding for slower revenue growth, it expects to cont...
New York, Feb 6, 2026, 09:07 EST — Premarket Advanced Micro Devices (AMD.O) shares climbed roughly 4% in premarket on Friday, attempting to recover from a sharp two-day drop that slashed over 20% off its market cap. The stock was seen near $200 after closing Thursday at $192.50. MarketWatch The rebound arrives amid a fragile phase for the AI sector, where investors are quick to punish guidance tha...
New York, Feb 6, 2026, 09:07 EST — Premarket Advanced Micro Devices (AMD.O) shares climbed roughly 4% in premarket on Friday, attempting to recover from a sharp two-day drop that slashed over 20% off its market cap. The stock was seen near $200 after closing Thursday at $192.50. MarketWatch The rebound arrives amid a fragile phase for the AI sector, where investors are quick to punish guidance that doesn’t meet lofty expectations. On Wednesday, AMD plunged 17%, marking one of the steepest declines among major tech players, dragged down by a wider sell-off in chip and software stocks. Reuters Tensions flared again from China. Intel and AMD have informed their Chinese clients about supply shortfalls for server CPUs, with some delivery times now extending for months, sources familiar with the situation told Reuters. Reuters AMD forecasted first-quarter revenue around $9.8 billion, with a $300 million margin of error, marking about a 5% drop from the previous quarter. The company also projected a non-GAAP gross margin near 55%. (Gross margin reflects revenue minus production costs; non-GAAP excludes certain items.) CEO Lisa Su described 2025 as “a defining year” and said AMD is heading into 2026 with “strong momentum.” Advanced Micro Devices, Inc. The forecast thrust AMD back into the AI chip competition, where Nvidia leads and cloud giants keep driving custom designs. Bernstein analyst Stacy Rasgon described the quarter as “not all that much beyond ‘inline’” once you remove the China boost, noting that near-term AI figures “are not really inflecting.” Reuters A filing this week revealed AMD still has $9.4 billion left on its $14 billion stock buyback plan as of Dec. 27, 2025. The annual report also highlighted uncertainty over export licenses for MI308 shipments to China and mentioned that U.S. officials have talked about taking 15% of revenue from licensed MI308 sales, though no regulations have been finalized. Advanced Micro Devices, Inc. Brokerage outlooks are shift...
Welcome to Bloomberg’s Retail Monitor . Every Friday we’ll deliver you clear insights on industry trends, headwinds and emerging opportunities. Sign up now if you’re not already on the list. Super Bowl LX is happening on Sunday and businesses are trying to capitalize on the Big Game with lower prices, like the 15% reduction PepsiCo announced. You don’t hear that too often these days. Then there wa...
Welcome to Bloomberg’s Retail Monitor . Every Friday we’ll deliver you clear insights on industry trends, headwinds and emerging opportunities. Sign up now if you’re not already on the list. Super Bowl LX is happening on Sunday and businesses are trying to capitalize on the Big Game with lower prices, like the 15% reduction PepsiCo announced. You don’t hear that too often these days. Then there was Bob’s Discount Furniture’s IPO worth $331 million and a new Breitling watch with an $11,500 price tag. But none of these numbers are as big as the milestone that Walmart just reached . Read on for more. — Tonya Garcia Market Snapshot PepsiCo Inc $167.53 +0.8% Estee Lauder Cos Inc/The $96.66 -19% NIKE Inc $62.70 -2.4% Danone SA $69.50 -3.2% Bob's Discount Furniture Inc $17.02 +0.1% Market data as of 09:06 AM ET. Data is subject to provider delays. Big game, big price cuts The Bad Bunny concert, aka Super Bowl LX, takes place this Sunday, which means snack prep has already begun in many homes across the US. Consumers have been pressed by high food prices for a while now, but relief is coming for certain items, just in time for watch parties. The price of the avocados you use in the snack-table staple guac and chips has dropped, according to recent Circana data. An avocado for as little as 70 cents? Yes, please. And PepsiCo says it’s cutting prices for some of its brands by as much as 15% , including Doritos and Lay’s potato chips. And no shrinkflation . The company says sizes will stay the same. For those who are watching solo and want some takeout, Chipotle is selling single tacos , a way to get your fast-casual bites with a smaller price tag. The price cuts certainly don’t fully address the issues with affordable essentials that most people are facing right now, especially if you’re taking your dining cues from the new food pyramid . But it suggests that companies have realized that they’ve hit the limit of what many shoppers are willing — or able — to pay. So this Sunday...
US stock futures (ES=F, NQ=F, YM=F) are moving higher in Friday's pre-market trading as equities look to recover from this week's tech and software sell-off. Amazon shares (AMZN) are falling after reporting fourth quarter earnings results, and its plans to spend $200 billion in capex in 2026. Bitcoin prices (BTC-USD) are back above $67,000 per token as the cryptocurrency briefly fell below $61,000...
US stock futures (ES=F, NQ=F, YM=F) are moving higher in Friday's pre-market trading as equities look to recover from this week's tech and software sell-off. Amazon shares (AMZN) are falling after reporting fourth quarter earnings results, and its plans to spend $200 billion in capex in 2026. Bitcoin prices (BTC-USD) are back above $67,000 per token as the cryptocurrency briefly fell below $61,000. To watch more expert insights and analysis on the latest market action, check out more Morning Brief.
Sundry Photography/iStock Editorial via Getty Images Bloom Energy ( BE ) +12.7% pre-market Friday after reporting Q4 adjusted earnings and revenues that easily beat consensus estimates and issuing upbeat guidance for 2026 that also topped expectations. Q4 adjusted EBITDA more than doubled from the prior quarter to $146.1M from $59.2M in Q3, revenues jumped nearly 50% Q/Q to $777.7M, and operating ...
Sundry Photography/iStock Editorial via Getty Images Bloom Energy ( BE ) +12.7% pre-market Friday after reporting Q4 adjusted earnings and revenues that easily beat consensus estimates and issuing upbeat guidance for 2026 that also topped expectations. Q4 adjusted EBITDA more than doubled from the prior quarter to $146.1M from $59.2M in Q3, revenues jumped nearly 50% Q/Q to $777.7M, and operating margin nearly doubled to 17.1% from 8.9% in Q3. Q4 operating cash flow totaled $418.1M, contributing to $113.9M in cash flow from operating activities, up 23.8% from the year-earlier quarter. For FY 2025, Bloom ( BE ) said record revenue of $2.02B was driven by significant growth from the AI data center industry and continued strong demand from the C&I business. For FY 2026, Bloom ( BE ) guided for adjusted earnings of $1.33-$1.48/share and revenues of $3.1B-$3.3B, well above FactSet consensus of $1.12 EPS and $2.55B revenues, respectively, as well as adjusted operating income of $425M-$475M and gross margin of ~32%. Company management expressed strong confidence in demand and the pipeline of opportunities across multiple sectors, not just data centers, as current product backlog surged ~140% Y/Y to $6B and C&I backlog was up a similar 135%. More on Bloom Energy Bloom Energy Q4 2025 Earnings Call Presentation Bloom Energy Q4 2025 Earnings Call Transcript Bloom Energy: Solving The AI Data Center Power Bottleneck
We recently published Jim Cramer Discussed These 12 Stocks & Wondered Whether He Should Melt Silver. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks that Jim Cramer discussed. Along with Meta, software giant Microsoft Corporation (NASDAQ:MSFT) also reported its earnings as January ended. However, unlike Meta, the shares closed lower following the report. Ahead of the earnings, Cramer was ...
We recently published Jim Cramer Discussed These 12 Stocks & Wondered Whether He Should Melt Silver. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks that Jim Cramer discussed. Along with Meta, software giant Microsoft Corporation (NASDAQ:MSFT) also reported its earnings as January ended. However, unlike Meta, the shares closed lower following the report. Ahead of the earnings, Cramer was cautious about the firm but continued to cite faith in its management. After the report, RBC Capital kept an Outperform rating and a $640 share price target. Even though the shares dipped, the financial firm commented that Microsoft Corporation (NASDAQ:MSFT) had executed well in the quarter and had a sizable footprint in the AI and cloud computing industries. However, unlike RBC, Cramer is skeptical about the AI initiatives. In his extensive commentary, the CNBC TV host wondered whether Copilot was gaining traction and continued to heap praise on Microsoft Corporation (NASDAQ:MSFT)’s management: “You went there and that’s where I was going to go. 15 million people and they’re proud of CoPilot? They have 1.5 billion users what is that about 1% of the people. This was a reality call, and the reality call was like, look all these things you guys have been adding, you force fed them to us, my partner, Ben said, go CoPilot, it drove him to a Dell homepage. This thing is not working, they won’t accept that. We don’t use Copilot. They will find some companies that do use Copilot, they use Copilot. But David, the spend, if you allocated it, they say if you allocated it more to Azure less to Copilot, it would have been fine, Azure would have grown. Are you going to buy into that? “Look, I want people to understand at home, these companies are amazing. . .I wanna give Microsoft credit with this, it’s a great company doing really well. But in the end, they’re trying to groom people, get people to go to stuff, that frankly I don’t think people want. “Amy Hood is my favorite CFO in the ...
Ford is America's oldest automaker, and it's set to potentially become its largest over the next five years. I have always had a soft spot for Ford (F +0.22%). It goes back to when I would go down to my grandparents' farm as a kid and ride around with my granddad in his old F-250 pickup truck. Fortunately for my nostalgia, after a rough couple of years, Ford had a fantastic end to its 2025 and see...
Ford is America's oldest automaker, and it's set to potentially become its largest over the next five years. I have always had a soft spot for Ford (F +0.22%). It goes back to when I would go down to my grandparents' farm as a kid and ride around with my granddad in his old F-250 pickup truck. Fortunately for my nostalgia, after a rough couple of years, Ford had a fantastic end to its 2025 and seems set for some steady growth over the next five years. Expand NYSE : F Ford Motor Company Today's Change ( 0.22 %) $ 0.03 Current Price $ 13.75 Key Data Points Market Cap $55B Day's Range $ 13.72 - $ 13.88 52wk Range $ 8.44 - $ 14.50 Volume 154K Avg Vol 58M Gross Margin 7.58 % Dividend Yield 4.37 % The blue oval Ford is synonymous with the American auto industry, and its most powerful asset is its brand. It makes two of the most iconic American vehicles in the F-Series and Mustang, both of which are America's preferred option in their market segments. In 2025, Ford sold 828,842 F-Series trucks. Its nearest competitor, the Chevrolet Silverado, only saw sales of 587,527 last year. And the F-Series is perennially not just America's favorite truck; it's America's best-selling vehicle nationwide. The Mustang's advantage is even more dramatic. Ford sold 45,333 Mustangs in 2025, an increase of 3% over 2024. After General Motors (GM 3.46%) discontinued the Mustang's main rival, the Chevy Camaro, at the end of 2024, the only sports car it sells is the Corvette. The Corvette moved 24,533 units in 2025, a 26.4% decrease from 2024. The Subaru WRX, at 10,930 units sold in 2025, is a distant third. Ford's model lineup is playing to its strengths. The only car it still produces is the Mustang. Everything else is either an SUV or pickup truck. There's been no groundbreaking news of late, but Ford's lineup is strong enough to continue as-is for a few years, as evidenced by its sales figures for the end of 2025. American muscle For 2025, Ford saw its total year-end sales up 6% overall and g...