UBS Group AG credit strategists suggest investors short the bonds of European junk-rated retail names, saying they trade at expensive levels that aren’t supported by broader economic conditions. Such a trade would provide protection from macroeconomic-related risks, the team including Henry Morrison-Jones wrote in a note to clients on Tuesday. Junk-rated retailers have historically been “sensitive...
UBS Group AG credit strategists suggest investors short the bonds of European junk-rated retail names, saying they trade at expensive levels that aren’t supported by broader economic conditions. Such a trade would provide protection from macroeconomic-related risks, the team including Henry Morrison-Jones wrote in a note to clients on Tuesday. Junk-rated retailers have historically been “sensitive” to broader declines in European high-yield bonds, the UBS strategists said, noting that they expect spreads to widen by the end of the first quarter. A Bloomberg index tracking European high-yield borrowers shows that spreads have been declining and are now hovering around levels last seen in 2021. Spreads on retail companies in particular are even lower than those of the wider gauge, according to data compiled by Bloomberg. Meanwhile, market prices for European high-yield retailers are increasingly diverging from stagnating measures of consumer confidence , the UBS strategists said. While they expect household spending to make “solid contributions” to economic output across Europe, they still see a mismatch between the market and the macro environment. “We think this makes current levels an attractive entry point for a short position,” Morrison-Jones and his colleagues wrote.
Looking at the universe of stocks we cover at Dividend Channel , on 2/12/26, Donaldson Co. Inc. (Symbol: DCI) will trade ex-dividend, for its quarterly dividend of $0.30, payable on 2/27/26. As a percentage of DCI's recent stock price of $109.22, this dividend works out to approximately 0.27%. In general, dividends are not always predictable; but looking at the history above can help in judging wh...
Looking at the universe of stocks we cover at Dividend Channel , on 2/12/26, Donaldson Co. Inc. (Symbol: DCI) will trade ex-dividend, for its quarterly dividend of $0.30, payable on 2/27/26. As a percentage of DCI's recent stock price of $109.22, this dividend works out to approximately 0.27%. In general, dividends are not always predictable; but looking at the history above can help in judging whether the most recent dividend from DCI is likely to continue, and whether the current estimated yield of 1.10% on annualized basis is a reasonable expectation of annual yield going forward. The chart below shows the one year performance of DCI shares, versus its 200 day moving average: Looking at the chart above, DCI's low point in its 52 week range is $57.45 per share, with $109.88 as the 52 week high point — that compares with a last trade of $109.50. In Tuesday trading, Donaldson Co. Inc. shares are currently up about 0.2% on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking at the universe of stocks we cover at Dividend Channel, on 2/12/26, First Mid Bancshares Inc (Symbol: FMBH), S & T Bancorp Inc (Symbol: STBA), and Zions Bancorporation, N.A. (Symbol: ZION) will all trade ex-dividend for their respective upcoming dividends. First Mid Bancshares Inc will pay its quarterly dividend of $0.25 on 2/27/26, S & T Bancorp Inc will pay its quarterly dividend of $0.3...
Looking at the universe of stocks we cover at Dividend Channel, on 2/12/26, First Mid Bancshares Inc (Symbol: FMBH), S & T Bancorp Inc (Symbol: STBA), and Zions Bancorporation, N.A. (Symbol: ZION) will all trade ex-dividend for their respective upcoming dividends. First Mid Bancshares Inc will pay its quarterly dividend of $0.25 on 2/27/26, S & T Bancorp Inc will pay its quarterly dividend of $0.36 on 2/26/26, and Zions Bancorporation, N.A. will pay its quarterly dividend of $0.45 on 2/19/26. As a percentage of FMBH's recent stock price of $44.13, this dividend works out to approximately 0.57%, so look for shares of First Mid Bancshares Inc to trade 0.57% lower — all else being equal — when FMBH shares open for trading on 2/12/26. Similarly, investors should look for STBA to open 0.81% lower in price and for ZION to open 0.69% lower, all else being equal. Below are dividend history charts for FMBH, STBA, and ZION, showing historical dividends prior to the most recent ones declared. First Mid Bancshares Inc (Symbol: FMBH): S & T Bancorp Inc (Symbol: STBA): Zions Bancorporation, N.A. (Symbol: ZION): In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 2.27% for First Mid Bancshares Inc, 3.25% for S & T Bancorp Inc, and 2.76% for Zions Bancorporation, N.A.. In Tuesday trading, First Mid Bancshares Inc shares are currently off about 1%, S & T Bancorp Inc shares are up about 0.3%, and Zions Bancorporation, N.A. shares are off about 0.2% on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen » Also see: Stocks Crossing Above Thei...
Looking at the universe of stocks we cover at Dividend Channel, on 2/13/25, TJX Companies (Symbol: TJX), UNITIL Corp (Symbol: UTL), and ResMed Inc. (Symbol: RMD) will all trade ex-dividend for their respective upcoming dividends. TJX Companies will pay its quarterly dividend of $0.375 on 3/6/25, UNITIL Corp will pay its quarterly dividend of $0.45 on 2/28/25, and ResMed Inc. will pay its quarterly...
Looking at the universe of stocks we cover at Dividend Channel, on 2/13/25, TJX Companies (Symbol: TJX), UNITIL Corp (Symbol: UTL), and ResMed Inc. (Symbol: RMD) will all trade ex-dividend for their respective upcoming dividends. TJX Companies will pay its quarterly dividend of $0.375 on 3/6/25, UNITIL Corp will pay its quarterly dividend of $0.45 on 2/28/25, and ResMed Inc. will pay its quarterly dividend of $0.53 on 3/20/25. As a percentage of TJX's recent stock price of $124.97, this dividend works out to approximately 0.30%, so look for shares of TJX Companies to trade 0.30% lower — all else being equal — when TJX shares open for trading on 2/13/25. Similarly, investors should look for UTL to open 0.82% lower in price and for RMD to open 0.22% lower, all else being equal. Below are dividend history charts for TJX, UTL, and RMD, showing historical dividends prior to the most recent ones declared. TJX Companies (Symbol: TJX): UNITIL Corp (Symbol: UTL): ResMed Inc. (Symbol: RMD): In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 1.20% for TJX Companies, 3.28% for UNITIL Corp, and 0.89% for ResMed Inc.. In Tuesday trading, TJX Companies shares are currently up about 0.2%, UNITIL Corp shares are up about 0.4%, and ResMed Inc. shares are up about 0.7% on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen » Also see: Largest Discount Preferreds Top Ten Hedge Funds Holding NRDS Top Ten Hedge Funds Holding AOL The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect ...
World Bank’s investment arm will help global investors set up India-focused funds, as it increases capital commitments in the country’s private equity space, said Neha Grover, regional lead for South Asia Funds Group at the International Finance Corp. Grover said on Tuesday that fresh capital has already been allocated to one such India-focused vehicle backed by a global investor and that a second...
World Bank’s investment arm will help global investors set up India-focused funds, as it increases capital commitments in the country’s private equity space, said Neha Grover, regional lead for South Asia Funds Group at the International Finance Corp. Grover said on Tuesday that fresh capital has already been allocated to one such India-focused vehicle backed by a global investor and that a second investment is in the process of closing. She did not name the funds. “One of our goals is also to develop the ecosystem. Can we get some more global managers to come in and start India-dedicated funds?,” Grover said, speaking at the IVCA Buyouts Summit in Mumbai. This will increase the flow of quality global capital into the country, she added. Six years ago, IFC would make one or two fund investments annually, which has since grown to an average of three to five, Grover said. Last year, IFC made a $30 million investment in L Catterton ’s $600 million India-dedicated fund and earmarked an additional $30 million for co-investments, according to a May 23 disclosure. It is also investing in Carlyle Group Inc.’s first $300 million India side fund, Bloomberg reported in November 2025.
Lean hog futures were under pressure on Monday, with contracts closing 27 cents to $1.22 lower. Open interest suggested net new selling, down 2,188 contracts on Monday. USDA’s national base hog price was not reported on Monday afternoon due to low volume. The CME Lean Hog Index was 19 cents higher on Feb 4 at $86.57. USDA’s pork carcass cutout value from Monday afternoon report was $2.06 higher at...
Lean hog futures were under pressure on Monday, with contracts closing 27 cents to $1.22 lower. Open interest suggested net new selling, down 2,188 contracts on Monday. USDA’s national base hog price was not reported on Monday afternoon due to low volume. The CME Lean Hog Index was 19 cents higher on Feb 4 at $86.57. USDA’s pork carcass cutout value from Monday afternoon report was $2.06 higher at $95.83 per cwt. The ham was the only primal reported lower, with the butt up $6.46. USDA estimated federally inspected hog slaughter for Monday at 490,000 head. That was 46,000 head above last week and 859 head above the same week last year. Don’t Miss a Day: Feb 26 Hogs closed at $87.100, down $0.275, Apr 26 Hogs closed at $96.725, down $1.225 May 26 Hogs closed at $100.375, down $0.900, More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Live cattle saw gains of 45 cents to $1.55 across the nearbys at the close on Monday. There were no deliveries issued against February live cattle on first notice day on Monday. Cash trade was quiet on Monday, after settling in last week at $240-244 in the north and $242-245 in the south. Action on Monday was limited. Feeder cattle futures closed with contracts a tick to 70 cents higher across mos...
Live cattle saw gains of 45 cents to $1.55 across the nearbys at the close on Monday. There were no deliveries issued against February live cattle on first notice day on Monday. Cash trade was quiet on Monday, after settling in last week at $240-244 in the north and $242-245 in the south. Action on Monday was limited. Feeder cattle futures closed with contracts a tick to 70 cents higher across most front months on Monday. The CME Feeder Cattle Index was back up 19 cents to $374.47 on February 5. The Monday OKC feeder cattle auction had an estimated 9,500 head for sale, with feeder steers steady to $5 higher and heifers up $5-15. Lighter weight calves were up $15-25. Wholesale Boxed Beef prices were mixed in the Monday afternoon report, with the Chc/Sel spread narrowing to $2.41. Choice boxes were down $1.57 to $367.76, while Select was 82 cents higher at $365.35. USDA estimated federally inspected cattle slaughter for Monday at 107,000 head. That is 1,000 head below last Monday but 10,255 head above the same week last year. Don’t Miss a Day: Feb 26 Live Cattle closed at $239.300, up $1.550, Apr 26 Live Cattle closed at $238.200, up $0.950, Jun 26 Live Cattle closed at $234.325, up $0.475, Mar 26 Feeder Cattle closed at $367.450, up $0.025, Apr 26 Feeder Cattle closed at $363.200, up $0.400, May 26 Feeder Cattle closed at $357.775, up $0.650, More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Wheat is trading with some Turnaround trade on Tuesday morning, with winter wheat trading higher and spring wheat trading lower, The wheat complex closed Monday with weakness across most contracts, as spring wheat tried to hold up. Chicago SRW futures were fractionally to a penny lower on the day. Open interest was down 5,866 contracts on Monday. KC HRW futures were down 1 to 3 cents in most contr...
Wheat is trading with some Turnaround trade on Tuesday morning, with winter wheat trading higher and spring wheat trading lower, The wheat complex closed Monday with weakness across most contracts, as spring wheat tried to hold up. Chicago SRW futures were fractionally to a penny lower on the day. Open interest was down 5,866 contracts on Monday. KC HRW futures were down 1 to 3 cents in most contracts. OI dropped 4,119 contracts on Monday. MPLS spring wheat was fractionally higher to 2 cents lower at the close. USDA’s FGIS tallied wheat export shipments at 580,130 MT (21.32 mbu) during the week ending on February 5. That was 75.52% above the week prior and 1.72% larger than the same week last year. The Philippines was the top destination of 179,957 MT, with 119,479 MT headed to Bangladesh and 103,146 MT to Mexico. Marketing year exports for 2025/26 are 17.327 MMT (636.6 mbu) since June 1, which is now 18.36% above the same period last year. Don’t Miss a Day: USDA will release updated WASDE data on Tuesday, with a Bloomberg survey showing analysts at an average of 918 mbu for US wheat stocks, down 8 mbu from January if realized. World wheat stocks are estimated to total 278.6 MMT, which would be 0.3 MMT higher than in January. Mar 26 CBOT Wheat closed at $5.28 3/4, down 1 cent, currently up 1/4 cent May 26 CBOT Wheat closed at $5.38 3/4, down 1/4 cent, currently up 1/2 cent Mar 26 KCBT Wheat closed at $5.28 3/4, down 2 1/2 cents, currently up 2 1/4 cents May 26 KCBT Wheat closed at $5.41 3/4, down 1 3/4 cents, currently up 2 1/2 cents Mar 26 MIAX Wheat closed at $5.71 1/2, up 1/2 cent, currently down 3/4 cent May 26 MIAX Wheat closed at $5.81 1/4, down 1 1/4 cents, down 1 3/4 cent More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Corn price action is up 1 to 2 cents in the front months on Tuesday morning. Futures settled the Monday session with contracts down 1 to 2 cents at the close. Open interest was up 5,170 contracts on Monday, as the roll out of March continues, down 30,801 contracts. The CmdtyView national average Cash Corn price was down 1 1/2 cents at $3.95 1/4. Export Inspections data showed corn shipments at 1.3...
Corn price action is up 1 to 2 cents in the front months on Tuesday morning. Futures settled the Monday session with contracts down 1 to 2 cents at the close. Open interest was up 5,170 contracts on Monday, as the roll out of March continues, down 30,801 contracts. The CmdtyView national average Cash Corn price was down 1 1/2 cents at $3.95 1/4. Export Inspections data showed corn shipments at 1.308 MMT (51.49 mbu) shipped in the week that ended on February 5. That was up 14.01% from the week prior, but down 4.19% the same week last year. Mexico was the top destination of 476,628 MT, with 187,063 MT to Japan and 135,816 MT to Colombia. Marketing year shipments have totaled 33.93 MMT (1.336 bbu), which is up 46.72% yr/yr. Don’t Miss a Day: USDA’s WASDE will be out later this morning, with traders looking for no major changes to the US ending stocks number, with an average trade guess of 2.215 bbu according to a Bloomberg survey. The world numbers are expected to see an update, with Brazil corn production estimated up 1.3 MMT to 132.3 MMT. Mar 26 Corn closed at $4.28 3/4, down 1 1/2 cents, currently up 2 cents Nearby Cash was $3.95 1/4, down 1 1/2 cents, May 26 Corn closed at $4.37, down 1 3/4 cents, currently up 1 3/4 cents Jul 26 Corn closed at $4.43 3/4, down 1 1/2 cents, currently up 1 1/2 cents More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Cisco ( CSCO ) is set to post second quarter results on Wednesday after markets close. Wall Street expects the networking equipment giant to post EPS of $1.02, implying a rise of 8.5%, while revenue is expected to rise 8% to $15.21 billion during the quarter. Cisco, which is a supplier to cloud, enterprise and communication services providers, benefitted from a robust cloud demand and rising AI- d...
Cisco ( CSCO ) is set to post second quarter results on Wednesday after markets close. Wall Street expects the networking equipment giant to post EPS of $1.02, implying a rise of 8.5%, while revenue is expected to rise 8% to $15.21 billion during the quarter. Cisco, which is a supplier to cloud, enterprise and communication services providers, benefitted from a robust cloud demand and rising AI- driven spending from organisations. The company, in November, reported fiscal first-quarter results that were above Wall Street's estimates and raised its full-year forecast. Seeking Alpha analysts and Wall Street are bullish and rated the stock a Buy. In contrast, Seeking Alpha’s Quant ratings consider it a Hold. "While investors will debate if CSCO is cyclical or secular – our sense is there are plenty of tailwinds to ensure CSCO can sustain high single-digit sales and low-teens EPS growth on a multi-year basis, making it an attractive asset at under 20x P/E vs. large-cap tech peers," said Evercore analyst Amit Daryanani. Seeking Alpha analyst Rafa Oliver said Cisco is positioned for 6-7% annual growth, driven by AI infrastructure demand, campus networking upgrades, and expansion in network security post-Splunk acquisition. However, he added that margin pressure still exist for the company. Over the last two years, Cisco has beaten both revenue and EPS estimates 100% of the time. Over the last three months, EPS estimates have seen 18 upward revisions , compared to no downward revisions. Revenue estimates have seen 17 upward revisions versus no downward move. The stock has gained nearly 13% so far this year, compared to 1.7% rise in the broader S&P 500 Index. More on Cisco Cisco Systems, Inc. (CSCO) Presents at Second Annual AI Summit Prepared Remarks Transcript Cisco: A Smooth Way To Enter The AI Infrastructure Industry Cisco Systems: The Silent Giant Of The AI Revolution Cisco introduces AI networking chip Earnings week ahead: F, KO, CSCO, SHOP, MCD, BP, AMAT, COIN, MRNA,...
wilpunt/E+ via Getty Images Business Inventories increased 0.1% M/M to $2,678.3B in November, less than the +0.2% consensus and 0.2% growth in October (revised from +0.3%), according to data released by the U.S. Census Bureau on Tuesday. Retail inventories: -0.1% M/M vs. +0.5% in October (revised from +0.6%). Excluding auto, retail inventories: +0.2% vs. +0.2% prior (revised from +0.3%). Developin...
wilpunt/E+ via Getty Images Business Inventories increased 0.1% M/M to $2,678.3B in November, less than the +0.2% consensus and 0.2% growth in October (revised from +0.3%), according to data released by the U.S. Census Bureau on Tuesday. Retail inventories: -0.1% M/M vs. +0.5% in October (revised from +0.6%). Excluding auto, retail inventories: +0.2% vs. +0.2% prior (revised from +0.3%). Developing… check back for updates. More on the US Economy Retail sales flatline in December, missing +0.4% consensus Employment cost index rises less than expected in Q4 Monthly Macro Monitor: Plus ça Change
Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer looked at recently. When a caller asked if they should sell or hold their position in the stock, Cramer said: Well, Oracle, I don’t like what they’re doing to their balance sheet, and I always like companies with good balance sheets, and I think that this one is therefore not investible right now. I think it can bounce, and if it does ...
Oracle Corporation (NYSE:ORCL) is one of the stocks Jim Cramer looked at recently. When a caller asked if they should sell or hold their position in the stock, Cramer said: Well, Oracle, I don’t like what they’re doing to their balance sheet, and I always like companies with good balance sheets, and I think that this one is therefore not investible right now. I think it can bounce, and if it does bounce, I think you should sell it. Oracle Corporation (NYSE:ORCL) provides cloud and on-premise software, databases, and IT infrastructure to help businesses manage operations. During the January 6 episode, a caller asked what was wrong with the company, and Cramer replied: Okay, well, this is actually involved with the debt side of Oracle. They had to borrow a lot of money to be able to… build-out all these data centers they want to. Then people got increasingly worried that maybe one of its largest clients, OpenAI, won’t be able to pay for that. I now am taking that off the table. I don’t want to buy Oracle because I’m not really sure about their business model, but I am not, I would take off the table that they’re, that the stock, it’s… 26 times earnings. If it got down a little bit more, I would just tell you to buy it. While we acknowledge the potential of ORCL 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.
Tesla, Inc. (NASDAQ:TSLA) is one of the stocks Jim Cramer looked at recently. Cramer highlighted the market reaction after the company’s earnings, as he said: That same night, we got results from Tesla, which actually beat numbers, but nobody cares about the numbers here, as electric vehicles are the past. And according to CEO Elon Musk, the future of this company comes down to Cybercabs and human...
Tesla, Inc. (NASDAQ:TSLA) is one of the stocks Jim Cramer looked at recently. Cramer highlighted the market reaction after the company’s earnings, as he said: That same night, we got results from Tesla, which actually beat numbers, but nobody cares about the numbers here, as electric vehicles are the past. And according to CEO Elon Musk, the future of this company comes down to Cybercabs and humanoid robots. Stock fell more than 3% the next day. That may be because their capital expenditures budget was higher than expected, or maybe people wanted more details from the new businesses. At this point, I think Musk acolytes might be more excited about SpaceX, which is planning to come public later this year. Pixabay/Public Domain Tesla, Inc. (NASDAQ:TSLA) designs and sells electric vehicles and also develops and installs solar energy and storage systems for residential, commercial, and industrial customers. In addition, the company is working on autonomous vehicles and robots. Cramer showed bullish sentiment toward the stock during the January 29 episode, as he commented: I know it’s hard to believe how quickly this market can change its attitude. Last night, I heard a disastrous car company speak. Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session. I didn’t like it as a car company. Boy, I love it as a Cybercab and humanoid robot juggernaut. Call me a buyer and give me five robots while I’m at it. While we acknowledge the potential of TSLA 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 origin...
Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer looked at recently. Cramer highlighted how the company avoided spending too much on AI, as he commented: Last Thursday, Apple reported a magnificent quarter with blowout iPhone sales and staggeringly good numbers from China, which had previously been one of their worst regions. Apple also offered strong gross margin guidance for the current ...
Apple Inc. (NASDAQ:AAPL) is one of the stocks Jim Cramer looked at recently. Cramer highlighted how the company avoided spending too much on AI, as he commented: Last Thursday, Apple reported a magnificent quarter with blowout iPhone sales and staggeringly good numbers from China, which had previously been one of their worst regions. Apple also offered strong gross margin guidance for the current quarter, which suggested that they aren’t getting killed by high memory prices, at least not yet. While there was some initial handwringing about what might happen beyond this quarter, buyers eventually shook off that concern and were able to send the stock higher. After barely moving last Friday, Apple’s rallied nicely… You know, it’s now up almost 8% since the quarter. Doesn’t hurt that they’ve avoided spending hundreds of billions of dollars on data centers by simply partnering with Google’s Gemini on AI. As I always said, own Apple, don’t trade it. That’s what we do for the Charitable Trust. Apple Inc. (NASDAQ:AAPL) manufactures and sells devices such as the iPhone, Mac, iPad, along with its line-up of wearables and accessories. The devices are supported by the company’s app ecosystem, AppleCare, and cloud tools. 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 stocks Jim Cramer looked at recently. Cramer mentioned that the stock “mystifies” him, as he said: On Wednesday of last week, we got results from Meta, Microsoft, and Tesla… Let’s take them on one by one. Start with Meta, which initially got a lot of love, rallying 10% the next day. Makes sense. Mark Zuckerberg delivered a huge top and bottom-line b...
Meta Platforms, Inc. (NASDAQ:META) is one of the stocks Jim Cramer looked at recently. Cramer mentioned that the stock “mystifies” him, as he said: On Wednesday of last week, we got results from Meta, Microsoft, and Tesla… Let’s take them on one by one. Start with Meta, which initially got a lot of love, rallying 10% the next day. Makes sense. Mark Zuckerberg delivered a huge top and bottom-line beat. More importantly, he explained exactly how Meta’s AI investments are already helping to make their core advertising business more profitable. I like that. Of course, he still projected $115 to $135 billion of capital expenditures for 2026, but that goes down easier with an explanation, and the guidance for the current quarter was excellent. Basically, Meta gave us enough reason to believe that its investments are worth it, so it got a positive reaction at first. Now, since then, the stock has slid lower in five out of six sessions, including a 1.3% decline in today’s otherwise positive tape. That was surprising to me. At this point, Meta has now erased all of its gains from last Thursday and then some. But as I see it, that just means you’re getting the quarter for free. Remember, we enthusiastically own this one for the Charitable Trust. It actually mystifies me. I just think this one’s a buy. Photo by Timothy Hales Bennett on Unsplash Meta Platforms, Inc. (NASDAQ:META) develops technologies and applications that connect people through social networking and messaging. The company’s portfolio includes Facebook, Instagram, WhatsApp, Messenger, Threads, and products in virtual and augmented reality. 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 Sh...
Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer looked at recently. Cramer explained why the company’s stock declined recently, as he remarked: That same night, we heard from Microsoft, and the market was not amused. Mr. Softee’s Azure cloud unit saw a deceleration of its revenue growth in part because they were sending essential NVIDIA chips to other parts of the business, inc...
Microsoft Corporation (NASDAQ:MSFT) is one of the stocks Jim Cramer looked at recently. Cramer explained why the company’s stock declined recently, as he remarked: That same night, we heard from Microsoft, and the market was not amused. Mr. Softee’s Azure cloud unit saw a deceleration of its revenue growth in part because they were sending essential NVIDIA chips to other parts of the business, including Copilot, so they couldn’t keep up with the Azure demand. Meanwhile, Copilot doesn’t seem to have much demand. They boasted that their AI platform has 15 million paid users, which sounded pretty pitiful to me, given the way that they cram this thing into every aspect of Microsoft Office. Now, it didn’t help that Microsoft’s still spending a fortune on AI infrastructure, or that 45% of the remaining performance obligations, meaning bookings, came from OpenAI. I’m not too worried about OpenAI, but to many on Wall Street, it’s no longer seen as a reliable customer. And that’s why Microsoft’s stock fell nearly 10% the next day, and it’s kept falling until today, when it finally got a slight bounce. I think they need to explain their story better. Although with the stock now at 24 times earnings, it certainly seems more enticing. Happy to have them on the show to explain what’s going on here. It would certainly help. Taina Sohlman / Shutterstock.com Microsoft Corporation (NASDAQ:MSFT) develops software, hardware, and cloud-based solutions. The company provides products like Windows, Azure, Office, LinkedIn, and Xbox. While we acknowledge the potential of MSFT 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. Thi...
frankpeters Paramount Skydance Corp. ( PSKY ) sweetened its takeover offer for Warner Bros. Discovery Inc. ( WBD ) with a “ticking fee” of up to $650M payable each quarter after 2026 if the regulatory approval for the $108B deal is delayed. Among other things, the David Ellison-led media company said Tuesday it will fund a $2.8B termination fee to Netflix ( NFLX ) and will fully backstop a debt ex...
frankpeters Paramount Skydance Corp. ( PSKY ) sweetened its takeover offer for Warner Bros. Discovery Inc. ( WBD ) with a “ticking fee” of up to $650M payable each quarter after 2026 if the regulatory approval for the $108B deal is delayed. Among other things, the David Ellison-led media company said Tuesday it will fund a $2.8B termination fee to Netflix ( NFLX ) and will fully backstop a debt exchange offer that would relieve Warner Bros. of its contractual bondholder obligations and potentially eliminate $1.5B in financing costs associated with that. Paramount said that its debt financing sources are “fully prepared” to extend the maturity of Warner's existing $15B bridge loan in case WBD fails to get it extended with its banks. Paramount will also permit the CNN owner to structure permanent financing in any way it chooses so long as the debt is redeemable at "a commercially reasonable cost." Moreover, Paramount said it would address any concerns the David Zaslav-led company has regarding the impact of Discovery Global's performance on closing certainty and is open to discussing contractual solutions with WBD's board. It will also match any comparable interim operating covenants to which Netflix and Warner Bros. already agreed. The HBO parent is currently going with Netflix's $72B offer, excluding debt, for its coveted streaming and studio operations. More on Paramount Skydance Corporation, Warner Bros. Discovery, etc. Netflix: Shares Attractive As Stock Hovers Near 52-Week Lows Netflix: New Buying Opportunities In This Streaming Champion Amid The Selling Trend Netflix: A Buy With Or Without Warner Bros. Discovery Schwab trading activity index reaches highest reading in almost a year Large-cap stocks with lowest dividend growth grade