Following the May 2025 English local elections, Reform UK won more than 600 seats and took control of 10 councils, including Kent and County Durham. Reform campaigned on promises to cut waste, lower council tax and change how councils are run. Since taking office, it has said it is delivering savings and a new approach, while critics have questioned some of its claims and accused the party of brea...
Following the May 2025 English local elections, Reform UK won more than 600 seats and took control of 10 councils, including Kent and County Durham. Reform campaigned on promises to cut waste, lower council tax and change how councils are run. Since taking office, it has said it is delivering savings and a new approach, while critics have questioned some of its claims and accused the party of breaking pledges not to raise council tax. The Reform-led Worcestershire county council is likely to issue England’s largest council tax rise this April. With the party currently leading national polls, one of its highest profile council leaders has admitted that its performance in local government is Reform’s “shop window” for the future as it looks towards the next general election. With this in mind, we’d like to hear from people who live in areas where Reform now leads the local or county council or mayoral authority about how it is going so far. What were your expectations after the election? Have you noticed any changes to local services, council tax or spending priorities? Do you feel the council is delivering what it promised? If you voted for Reform, has your experience matched what you hoped for? If you didn’t, how do you think the council has performed so far? Share your experience You can tell us your experience of living in a Refom run council or mayoral authority using this form or by messaging us. Please share your story if you are 18 or over, anonymously if you wish. For more information please see our terms of service and privacy policy Tell us here Your responses, which can be anonymous, are secure as the form is encrypted and only the Guardian has access to your contributions. We will only use the data you provide us for the purpose of the feature and we will delete any personal data when we no longer require it for this purpose. For alternative ways to get in touch securely please see our tips guide Name Where do you live? Tell us a bit about yourself (e.g. ...
Grid Dynamics Holdings has demonstrated a robust partnership strategy, exemplified by its recent strategic collaboration agreement with Amazon Web Services to enhance generative AI deployments for enterprises. This move not only deepens a 15-year relationship but also positions Grid Dynamics at the forefront of AI technology application in business, leveraging AWS's advanced cloud and AI services....
Grid Dynamics Holdings has demonstrated a robust partnership strategy, exemplified by its recent strategic collaboration agreement with Amazon Web Services to enhance generative AI deployments for enterprises. This move not only deepens a 15-year relationship but also positions Grid Dynamics at the forefront of AI technology application in business, leveraging AWS's advanced cloud and AI services. Despite revenue growth projections (11.2% annually) being modest compared to the broader tech sector, earnings have surged impressively by 474% over the past year and are expected to grow at 25.6% annually, outpacing the US market average of 15.7%. This financial vitality is underscored by their significant role in sectors like retail and manufacturing where AI-driven solutions are increasingly critical for competitive advantage. Operations: The company generates revenue primarily from its computer services segment, amounting to $405.96 million. Its operations span North America, Europe, and international markets. Overview: Grid Dynamics Holdings, Inc. offers technology consulting, platform and product engineering, and analytics services globally with a market cap of $604.66 million. As February begins, major U.S. stock indexes have surged, with the Dow Jones Industrial Average rising by 515 points and the S&P 500 nearing a record high, reflecting positive market sentiment despite recent economic uncertainties such as delayed jobs data due to a government shutdown. In this environment of heightened optimism and volatility, identifying high growth tech stocks with promising potential requires focusing on companies that demonstrate strong innovation capabilities and adaptability to rapidly evolving technological trends. Story Continues GDYN Revenue and Expenses Breakdown as at Feb 2026 Simply Wall St Growth Rating: ★★★★★☆ Overview: Anavex Life Sciences Corp. is a biopharmaceutical company with a market capitalization of $388.66 million. Operations: Anavex Life Sciences focus...
Johnson Investment Counsel Inc. lowered its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 0.5% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 390,669 shares of the semiconductor company's stock after selling 1,835 shares during the period. Johnson Investment Counsel Inc.'s holdings in Taiwan Sem...
Johnson Investment Counsel Inc. lowered its position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 0.5% during the third quarter, according to its most recent filing with the SEC. The institutional investor owned 390,669 shares of the semiconductor company's stock after selling 1,835 shares during the period. Johnson Investment Counsel Inc.'s holdings in Taiwan Semiconductor Manufacturing were worth $109,110,000 at the end of the most recent quarter. Other large investors have also modified their holdings of the company. Western Wealth Management LLC lifted its stake in Taiwan Semiconductor Manufacturing by 5.1% in the 3rd quarter. Western Wealth Management LLC now owns 21,417 shares of the semiconductor company's stock worth $5,982,000 after purchasing an additional 1,047 shares in the last quarter. LexAurum Advisors LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter valued at approximately $237,000. Oppenheimer Asset Management Inc. increased its holdings in shares of Taiwan Semiconductor Manufacturing by 11.4% during the 3rd quarter. Oppenheimer Asset Management Inc. now owns 130,801 shares of the semiconductor company's stock worth $36,531,000 after buying an additional 13,345 shares during the last quarter. Francis Financial Inc. purchased a new stake in Taiwan Semiconductor Manufacturing in the third quarter valued at $254,000. Finally, Candriam S.C.A. raised its holdings in Taiwan Semiconductor Manufacturing by 1.1% in the 3rd quarter. Candriam S.C.A. now owns 870,862 shares of the semiconductor company's stock valued at $243,223,000 after buying an additional 9,833 shares during the period. Hedge funds and other institutional investors own 16.51% of the company's stock. Get TSM alerts: Sign Up Key Stories Impacting Taiwan Semiconductor Manufacturing Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week: Analyst Ratings Changes A number of analysts have i...
Hantz Financial Services Inc. trimmed its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 25.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 137,451 shares of the information services provider's stock after selling 46,345 shares during the quarter. Hantz Financial Services Inc.'s holdings in Alphabet we...
Hantz Financial Services Inc. trimmed its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 25.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 137,451 shares of the information services provider's stock after selling 46,345 shares during the quarter. Hantz Financial Services Inc.'s holdings in Alphabet were worth $33,476,000 at the end of the most recent quarter. Other hedge funds have also bought and sold shares of the company. Norges Bank bought a new stake in shares of Alphabet in the 2nd quarter worth approximately $4,298,572,000. Vanguard Group Inc. grew its holdings in Alphabet by 1.3% during the second quarter. Vanguard Group Inc. now owns 416,753,033 shares of the information services provider's stock valued at $73,927,821,000 after purchasing an additional 5,182,111 shares during the period. Assenagon Asset Management S.A. increased its position in Alphabet by 73.5% in the third quarter. Assenagon Asset Management S.A. now owns 9,808,152 shares of the information services provider's stock worth $2,388,775,000 after buying an additional 4,154,929 shares during the last quarter. Laurel Wealth Advisors LLC raised its stake in shares of Alphabet by 17,547.9% in the second quarter. Laurel Wealth Advisors LLC now owns 4,122,727 shares of the information services provider's stock valued at $731,331,000 after buying an additional 4,099,366 shares during the period. Finally, Arrowstreet Capital Limited Partnership lifted its position in shares of Alphabet by 330.4% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 3,989,463 shares of the information services provider's stock valued at $707,691,000 after buying an additional 3,062,590 shares during the last quarter. 27.26% of the stock is currently owned by institutional investors. Get Alphabet alerts: Sign Up Alphabet Stock Up 0.4% GOOG stock opened at $324.40 on Tuesday. The company's 50 day moving a...
Sergei Chuyko/iStock via Getty Images For this Sunday’s commentary, we will move beyond consideration of the recent violent volatility in the gold price. We will use monthly data points, not daily ones, smoothing the daily jags. We will also ignore the recent surge in Chinese demand for gold as evidenced by the surge of kilograms of gold demanded and sold via gold warrants that trade in Shanghai. ...
Sergei Chuyko/iStock via Getty Images For this Sunday’s commentary, we will move beyond consideration of the recent violent volatility in the gold price. We will use monthly data points, not daily ones, smoothing the daily jags. We will also ignore the recent surge in Chinese demand for gold as evidenced by the surge of kilograms of gold demanded and sold via gold warrants that trade in Shanghai. Readers can learn more about the Chinese gold warrant at the link below. “Shanghai Gold Benchmark Price” | Shanghai Gold Exchange, data_BenchmarkPrice There, the chart depicting the daily gold benchmark price in Shanghai demonstrates the volatility that is short-term trading. These daily ups and downs are not our focus here. Today’s commentary will also ignore any changes in jewelry demand or in speculative trading of gold. And it will ignore any changes in margin requirements imposed on speculative gold traders by regulatory authorities. Instead, in today’s commentary, readers will find four charts and an explanation for each one. Today’s summary of research focuses on the perceived default risk attributable to the United States Treasury debt as evidenced in market-based prices for credit default swaps (CDS) on the sovereign debt of the US. We have written about CDS previously. The notional value of CDS is in the trillions (source BIS). In my opinion, the market for US CDS is best and most liquid when priced in euros. With that in mind, we did this study using the gold price denominated in euros and the CDS price denominated in euros. Of course, that means any trader or investor in gold must consider changes in the euro-dollar currency exchange rate. For this commentary, however, we have ignored that fluctuating exchange rate and will leave it to each reader to determine his/her own FX forecast. We searched for correlation (Pearson) and tested for forecastability or causality (Granger). The four charts below depict the results, and each has an explanation of method so that...
Everhart Financial Group Inc. grew its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 5.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 18,776 shares of the social networking company's stock after purchasing an additional 914 shares during the period. Meta Platforms comprises about...
Everhart Financial Group Inc. grew its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 5.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 18,776 shares of the social networking company's stock after purchasing an additional 914 shares during the period. Meta Platforms comprises about 1.4% of Everhart Financial Group Inc.'s portfolio, making the stock its 10th largest position. Everhart Financial Group Inc.'s holdings in Meta Platforms were worth $13,789,000 at the end of the most recent reporting period. Other large investors also recently made changes to their positions in the company. Bare Financial Services Inc bought a new stake in shares of Meta Platforms during the 2nd quarter worth $30,000. Briaud Financial Planning Inc bought a new position in Meta Platforms during the second quarter valued at about $42,000. Knuff & Co LLC purchased a new stake in Meta Platforms during the second quarter worth about $44,000. WFA Asset Management Corp raised its position in Meta Platforms by 42.6% in the second quarter. WFA Asset Management Corp now owns 67 shares of the social networking company's stock worth $49,000 after acquiring an additional 20 shares during the period. Finally, Spurstone Advisory Services LLC purchased a new stake in shares of Meta Platforms during the 2nd quarter worth approximately $59,000. 79.91% of the stock is owned by institutional investors. Get Meta Platforms alerts: Sign Up Analyst Ratings Changes Several research firms recently commented on META. Zacks Research downgraded Meta Platforms from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, November 18th. Barclays reaffirmed an "overweight" rating and set a $800.00 price objective (up from $770.00) on shares of Meta Platforms in a report on Thursday, January 29th. Evercore lifted their target price on shares of Meta Platforms from $875.00 to $900.00 and gav...
Gulf Development Public Company Limited (GULF) has secured THB 60 billion (approximately USD 1.9 billion) to invest in a portfolio of 27 renewable energy projects aimed at supporting Thailand's energy transition. The financing will fund solar, Solar BESS, and industrial waste-to-energy projects with a combined contracted generation capacity of 939 MW. These projects align with Thailand's national ...
Gulf Development Public Company Limited (GULF) has secured THB 60 billion (approximately USD 1.9 billion) to invest in a portfolio of 27 renewable energy projects aimed at supporting Thailand's energy transition. The financing will fund solar, Solar BESS, and industrial waste-to-energy projects with a combined contracted generation capacity of 939 MW. These projects align with Thailand's national goal of achieving Net Zero Emissions by 2050 and underscore the vital role of private sector investment in renewable energy development. The significant backing from multilateral development banks and prominent local and international financial institutions reflects a robust confidence in advancing clean energy solutions in the region. This development is a crucial step toward fostering sustainable energy practices and promoting a circular economy in Thailand. Elsewhere in the market, Fermi was a notable mover up 8.6% and finishing the session at $8.69. This week, Fermi and Texas Tech University System marked a major milestone in Project Matador with the delivery of six Siemens natural gas turbines for their private energy campus. Meanwhile, Formosa Chemicals & Fibre softened, down 5.5% to close at NT$40.60. Chevron's strategic positioning and acquisitions potentially drive growth amid market volatility. Explore more about Chevron's investment thesis by clicking through to our narrative. Don't miss our Market Insights piece, "How to invest when commodity prices get messy," analyzing pivotal trends impacting the energy transition. Best Energy Transition Stocks Tesla finished trading at $417.32 up 1.5%. Chevron finished trading at $182.60 up 1%, not far from its 52-week high. Equinor ended the day at NOK264.00 down 0.6%. Summing It All Up This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a r...
Frank Rimerman Advisors LLC grew its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 2.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 40,526 shares of the social networking company's stock after purchasing an additional 946 shares during the period. Meta Platforms makes up approximately 1.9% of F...
Frank Rimerman Advisors LLC grew its position in Meta Platforms, Inc. (NASDAQ:META - Free Report) by 2.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 40,526 shares of the social networking company's stock after purchasing an additional 946 shares during the period. Meta Platforms makes up approximately 1.9% of Frank Rimerman Advisors LLC's holdings, making the stock its 11th biggest position. Frank Rimerman Advisors LLC's holdings in Meta Platforms were worth $29,761,000 at the end of the most recent quarter. A number of other hedge funds also recently made changes to their positions in the business. Bare Financial Services Inc acquired a new position in Meta Platforms during the 2nd quarter valued at about $30,000. Briaud Financial Planning Inc bought a new position in shares of Meta Platforms in the second quarter valued at approximately $42,000. Knuff & Co LLC acquired a new position in shares of Meta Platforms during the second quarter valued at approximately $44,000. WFA Asset Management Corp increased its stake in shares of Meta Platforms by 42.6% during the second quarter. WFA Asset Management Corp now owns 67 shares of the social networking company's stock valued at $49,000 after acquiring an additional 20 shares during the period. Finally, Spurstone Advisory Services LLC bought a new stake in Meta Platforms during the second quarter worth approximately $59,000. Institutional investors own 79.91% of the company's stock. Get Meta Platforms alerts: Sign Up Insider Activity at Meta Platforms In other news, CFO Susan J. Li sold 6,875 shares of the company's stock in a transaction dated Saturday, November 15th. The stock was sold at an average price of $609.46, for a total value of $4,190,037.50. Following the transaction, the chief financial officer owned 88,370 shares in the company, valued at $53,857,980.20. This represents a 7.22% decrease in their position. The sale was di...
Investing.com -- Dupont De Nemours Inc (NYSE:DD) on Tuesday reported fourth-quarter earnings that were just above market expectations. The company posted earnings per share (EPS) of $0.46 for the period, topping consensus estimates of $0.43. Revenue came in at $1.7 billion, in line with the $1.69 billion consensus projection Organic sales declined 1% year on year, including a $30 million, or 2%, h...
Investing.com -- Dupont De Nemours Inc (NYSE:DD) on Tuesday reported fourth-quarter earnings that were just above market expectations. The company posted earnings per share (EPS) of $0.46 for the period, topping consensus estimates of $0.43. Revenue came in at $1.7 billion, in line with the $1.69 billion consensus projection Organic sales declined 1% year on year, including a $30 million, or 2%, headwind related to a third-quarter timing shift, the company said. Operating EBITDA for the quarter rose 4% to $409 million. For the first quarter of fiscal 2026, the company expects EPS of about $0.48, sales of roughly $1.67 billion and operating EBITDA of approximately $395 million. For full-year 2026, DuPont forecasts EPS in the range of $2.25 to $2.30 and revenue between $7.08 billion and $7.14 billion. Operating EBITDA for the year is projected at $1.72 billion to $1.75 billion. Related articles DuPont beats earnings estimates in Q4, issues full-year outlook Gold may hit $5,000/oz in 1H'26 - HSBC HSBC raises silver price forecasts as market tightness persists
This article first appeared on GuruFocus. Alphabet Inc. (NASDAQ:GOOG) is heading back to the bond market as it looks for more firepower to fund its massive push into artificial intelligence. The company said Monday it plans to raise money through a bond sale, without putting a number on it. According to Bloomberg, Alphabet is initially looking to raise about $15 billion, though the deal could grow...
This article first appeared on GuruFocus. Alphabet Inc. (NASDAQ:GOOG) is heading back to the bond market as it looks for more firepower to fund its massive push into artificial intelligence. The company said Monday it plans to raise money through a bond sale, without putting a number on it. According to Bloomberg, Alphabet is initially looking to raise about $15 billion, though the deal could grow to roughly $20 billion after investor demand came in far stronger than expected. Orders were said to be nearing $100 billion, a sign that investors are still eager to lend to Big Tech. The timing isn't surprising. Alphabet recently said it expects to spend between $175 billion and $185 billion on capital expenditures in 2026 as it ramps up AI across search, cloud, and its broader platform. Shares were slightly higher in afternoon trading, suggesting investors are comfortable with the move. More broadly, the bond sale highlights how even cash rich tech giants are leaning on debt markets to fund the next leg of the AI buildout.
Quest Diagnostics ( DGX ) declares $0.86/share quarterly dividend , 7.5% increase from prior dividend of $0.80. Forward yield 1.8% Payable April 20; for shareholders of record April 6; ex-div April 6. Additionally, the board has increased the Company's share repurchase authorization by $1 billion to the existing approximately $0.4 billion that was available as of December 31, 2025 under the Compan...
Quest Diagnostics ( DGX ) declares $0.86/share quarterly dividend , 7.5% increase from prior dividend of $0.80. Forward yield 1.8% Payable April 20; for shareholders of record April 6; ex-div April 6. Additionally, the board has increased the Company's share repurchase authorization by $1 billion to the existing approximately $0.4 billion that was available as of December 31, 2025 under the Company's share repurchase program. See DGX Dividend Scorecard, Yield Chart, & Dividend Growth. More on Quest Diagnostics Quest Diagnostics: A Continuing Bullish Case For A Leader Among Diagnostic Testing Brands Quest Diagnostics Incorporated (DGX) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Quest Diagnostics Incorporated (DGX) Presents at Citi Annual Global Healthcare Conference 2025 Transcript Quest Diagnostics Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Quest Diagnostics
Tesla, Inc. (NASDAQ:TSLA) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Barclays reiterated the stock as “Equal Weight,” stating that TSLA remains a “battleground stock.” “Remains battleground stock. Investors broadly acknowledge value is extreme and near-term fundamentals remain in question, but this is increasingly of less relevance to the stock” Previously on February 4, Wolf...
Tesla, Inc. (NASDAQ:TSLA) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Barclays reiterated the stock as “Equal Weight,” stating that TSLA remains a “battleground stock.” “Remains battleground stock. Investors broadly acknowledge value is extreme and near-term fundamentals remain in question, but this is increasingly of less relevance to the stock” Previously on February 4, Wolfe Research noted that it sees Tesla’s robotaxi business scale into a major revenue driver over the next decade. The firm eyes a “catalyst rich” year ahead for the company despite fundamental concerns. Several potential catalysts, including the Optimus launch in Q1, Cybercab in April, new robotaxi markets, FSD updates, and a new Megapack facility launch, were highlighted by the firm. Tesla (TSLA) Remains a Battleground Stock as Analysts Weigh AI Optionality Copyright: wolandmaster / 123RF Stock Photo Analysts on Wall Street have a consensus “Buy” rating on the stock. The average price target of $480 implies a 14.26% upside; however, the Street-high target of $600 implies an upside of 42.82%. Tesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives. 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 originally published at Insider Monkey.
Tesla, Inc. (NASDAQ:TSLA) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Barclays reiterated the stock as “Equal Weight,” stating that TSLA remains a “battleground stock.” “Remains battleground stock. Investors broadly acknowledge value is extreme and near-term fundamentals remain in question, but this is increasingly of less relevance to the stock” Previously on February 4, Wolf...
Tesla, Inc. (NASDAQ:TSLA) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Barclays reiterated the stock as “Equal Weight,” stating that TSLA remains a “battleground stock.” “Remains battleground stock. Investors broadly acknowledge value is extreme and near-term fundamentals remain in question, but this is increasingly of less relevance to the stock” Previously on February 4, Wolfe Research noted that it sees Tesla’s robotaxi business scale into a major revenue driver over the next decade. The firm eyes a “catalyst rich” year ahead for the company despite fundamental concerns. Several potential catalysts, including the Optimus launch in Q1, Cybercab in April, new robotaxi markets, FSD updates, and a new Megapack facility launch, were highlighted by the firm. Tesla (TSLA) Remains a Battleground Stock as Analysts Weigh AI Optionality Copyright: wolandmaster / 123RF Stock Photo Analysts on Wall Street have a consensus “Buy” rating on the stock. The average price target of $480 implies a 14.26% upside; however, the Street-high target of $600 implies an upside of 42.82%. Tesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives. 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 originally published at Insider Monkey.
(RTTNews) - Zimmer Biomet Holdings Inc. (ZBH) released a profit for fourth quarter that Drops, from the same period last year The company's bottom line came in at $139.3 million, or $0.70 per share. This compares with $239.4 million, or $1.20 per share, last year. Excluding items, Zimmer Biomet Holdings Inc. reported adjusted earnings of $479.7 million or $2.42 per share for the period. The compan...
(RTTNews) - Zimmer Biomet Holdings Inc. (ZBH) released a profit for fourth quarter that Drops, from the same period last year The company's bottom line came in at $139.3 million, or $0.70 per share. This compares with $239.4 million, or $1.20 per share, last year. Excluding items, Zimmer Biomet Holdings Inc. reported adjusted earnings of $479.7 million or $2.42 per share for the period. The company's revenue for the period rose 10.9% to $2.243 billion from $2.023 billion last year. Zimmer Biomet Holdings Inc. earnings at a glance (GAAP) : -Earnings: $139.3 Mln. vs. $239.4 Mln. last year. -EPS: $0.70 vs. $1.20 last year. -Revenue: $2.243 Bln vs. $2.023 Bln last year. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 AI Stocks Analysts Are Watching. On February 4, Goldman Sachs analyst James Schneider reiterated a Neutral rating on the stock with a $210.00 price target. Even though AMD reported strong revenue and guidance, the firm noted that it was offset by considerably higher-than-expected operating expense guidance. The company reported fourth-quar...
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 AI Stocks Analysts Are Watching. On February 4, Goldman Sachs analyst James Schneider reiterated a Neutral rating on the stock with a $210.00 price target. Even though AMD reported strong revenue and guidance, the firm noted that it was offset by considerably higher-than-expected operating expense guidance. The company reported fourth-quarter revenue of USD 10.3 billion, up 34% year over year, and ahead of guidance. Its adjusted earnings per share (EPS) was $1.53, beating consensus expectations of $1.32. This strong revenue and guidance was particularly driven by upside in AMD’s Datacenter segment. Looking ahead, the company said it expects $9.8 billion in revenue, plus or minus $300 million, versus expectations of $9.38 billion. Advanced Micro Devices (AMD)’s Datacenter Momentum Builds as Goldman Flags Operating Expense Pressure Ahead of the earnings report, the research firm noted how investors were constructively positioned on the stock, particularly driven by market strength and share gains in server CPUs, continued strength in AI infrastructure buildouts, and prospects for a robust MI455X ramp in the second half of the year. Similarly, AMD is likely to continue seeing robust momentum in its Datacenter business throughout 2026. This will be supported by server market share gains and the ramp of its MI400 series products. However, there is limited near-term operating leverage largely owing to the company’s major software and systems investments due to AI infrastructure expansion. Overall, Goldman Sachs’s Neutral rating is based on limited near-term operating leverage and likely high customer concentration for AMD’s GPU datacenter business. Nevertheless, a more constructive position with increased confidence may be adopted in the coming quarters on the back of AMD’s revenue stream and execution timeline. Advanced Micro Devices, Inc. (NASDAQ:AMD) develops and sells semiconductors, processors, and GPUs for d...
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 AI Stocks Analysts Are Watching. On February 4, Goldman Sachs analyst James Schneider reiterated a Neutral rating on the stock with a $210.00 price target. Even though AMD reported strong revenue and guidance, the firm noted that it was offset by considerably higher-than-expected operating expense guidance. The company reported fourth-quar...
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the 10 AI Stocks Analysts Are Watching. On February 4, Goldman Sachs analyst James Schneider reiterated a Neutral rating on the stock with a $210.00 price target. Even though AMD reported strong revenue and guidance, the firm noted that it was offset by considerably higher-than-expected operating expense guidance. The company reported fourth-quarter revenue of USD 10.3 billion, up 34% year over year, and ahead of guidance. Its adjusted earnings per share (EPS) was $1.53, beating consensus expectations of $1.32. This strong revenue and guidance was particularly driven by upside in AMD’s Datacenter segment. Looking ahead, the company said it expects $9.8 billion in revenue, plus or minus $300 million, versus expectations of $9.38 billion. Advanced Micro Devices (AMD)’s Datacenter Momentum Builds as Goldman Flags Operating Expense Pressure Ahead of the earnings report, the research firm noted how investors were constructively positioned on the stock, particularly driven by market strength and share gains in server CPUs, continued strength in AI infrastructure buildouts, and prospects for a robust MI455X ramp in the second half of the year. Similarly, AMD is likely to continue seeing robust momentum in its Datacenter business throughout 2026. This will be supported by server market share gains and the ramp of its MI400 series products. However, there is limited near-term operating leverage largely owing to the company’s major software and systems investments due to AI infrastructure expansion. Overall, Goldman Sachs’s Neutral rating is based on limited near-term operating leverage and likely high customer concentration for AMD’s GPU datacenter business. Nevertheless, a more constructive position with increased confidence may be adopted in the coming quarters on the back of AMD’s revenue stream and execution timeline. Advanced Micro Devices, Inc. (NASDAQ:AMD) develops and sells semiconductors, processors, and GPUs for d...
Rockpoint Gas Storage Inc. ( RGSI:CA ) declares $0.22/share quarterly dividend , in line with previous. Forward yield 2.97% Payable March 31; for shareholders of record March 16; ex-div March 16. See RGSI:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Rockpoint Gas Storage Inc. Rockpoint Gas Storage: Benefiting From An Attractive Demand/Supply Situation Seeking Alpha’s Quant Rating...
Rockpoint Gas Storage Inc. ( RGSI:CA ) declares $0.22/share quarterly dividend , in line with previous. Forward yield 2.97% Payable March 31; for shareholders of record March 16; ex-div March 16. See RGSI:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Rockpoint Gas Storage Inc. Rockpoint Gas Storage: Benefiting From An Attractive Demand/Supply Situation Seeking Alpha’s Quant Rating on Rockpoint Gas Storage Inc. Historical earnings data for Rockpoint Gas Storage Inc. Dividend scorecard for Rockpoint Gas Storage Inc. Financial information for Rockpoint Gas Storage Inc.
Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Melius analyst Ben Reitzes downgraded the stock from Buy to Hold while maintaining a price target of $160. The firm is cautious on ORCL, flagging its weak cash generation and AI monetization uncertainty. The firm said that while it admired Larry Ellison’s bold push, it has also cautioned that the road a...
Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Melius analyst Ben Reitzes downgraded the stock from Buy to Hold while maintaining a price target of $160. The firm is cautious on ORCL, flagging its weak cash generation and AI monetization uncertainty. The firm said that while it admired Larry Ellison’s bold push, it has also cautioned that the road ahead may be difficult. This is because high debt and potential equity raises may weigh on the stock for some time. Melius particularly noted that the company’s enterprise value to free cash flow ratio is “NA” and suggesting that “value may be absorbed by debt and new stock issuances for a while.” Melius Downgrades Oracle (ORCL) to Hold as AI Monetization Faces Scrutiny Photo by Danial Igdery on Unsplash Reitzes added that Oracle should be valued “more akin to an infrastructure company vs. a software company.” Oracle Corporation (NYSE:ORCL) is a database management and cloud service provider. 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.
Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Melius analyst Ben Reitzes downgraded the stock from Buy to Hold while maintaining a price target of $160. The firm is cautious on ORCL, flagging its weak cash generation and AI monetization uncertainty. The firm said that while it admired Larry Ellison’s bold push, it has also cautioned that the road a...
Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Melius analyst Ben Reitzes downgraded the stock from Buy to Hold while maintaining a price target of $160. The firm is cautious on ORCL, flagging its weak cash generation and AI monetization uncertainty. The firm said that while it admired Larry Ellison’s bold push, it has also cautioned that the road ahead may be difficult. This is because high debt and potential equity raises may weigh on the stock for some time. Melius particularly noted that the company’s enterprise value to free cash flow ratio is “NA” and suggesting that “value may be absorbed by debt and new stock issuances for a while.” Melius Downgrades Oracle (ORCL) to Hold as AI Monetization Faces Scrutiny Photo by Danial Igdery on Unsplash Reitzes added that Oracle should be valued “more akin to an infrastructure company vs. a software company.” Oracle Corporation (NYSE:ORCL) is a database management and cloud service provider. 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.
Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Melius analyst Ben Reitzes downgraded the stock from Buy to Hold while maintaining a price target of $160. The firm is cautious on ORCL, flagging its weak cash generation and AI monetization uncertainty. The firm said that while it admired Larry Ellison’s bold push, it has also cautioned that the road a...
Oracle Corporation (NYSE:ORCL) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Melius analyst Ben Reitzes downgraded the stock from Buy to Hold while maintaining a price target of $160. The firm is cautious on ORCL, flagging its weak cash generation and AI monetization uncertainty. The firm said that while it admired Larry Ellison’s bold push, it has also cautioned that the road ahead may be difficult. This is because high debt and potential equity raises may weigh on the stock for some time. Melius particularly noted that the company’s enterprise value to free cash flow ratio is “NA” and suggesting that “value may be absorbed by debt and new stock issuances for a while.” Melius Downgrades Oracle (ORCL) to Hold as AI Monetization Faces Scrutiny Photo by Danial Igdery on Unsplash Reitzes added that Oracle should be valued “more akin to an infrastructure company vs. a software company.” Oracle Corporation (NYSE:ORCL) is a database management and cloud service provider. 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.
This article first appeared on GuruFocus. The U.S. is looking for a way to protect Big Tech's AI buildout without blowing up its own trade strategy, and that could mean carving out chip tariff exemptions for companies like Amazon (NASDAQ:AMZN), Google (NASDAQ:GOOG), and Microsoft (NASDAQ:MSFT). According to the Financial Times, the Commerce Department is considering a plan that would shield U.S. h...
This article first appeared on GuruFocus. The U.S. is looking for a way to protect Big Tech's AI buildout without blowing up its own trade strategy, and that could mean carving out chip tariff exemptions for companies like Amazon (NASDAQ:AMZN), Google (NASDAQ:GOOG), and Microsoft (NASDAQ:MSFT). According to the Financial Times, the Commerce Department is considering a plan that would shield U.S. hyperscalers from upcoming chip tariffs, as long as those exemptions are tied to investment commitments by Taiwan Semiconductor Manufacturing Company. The goal is to keep AI data center projects moving while still nudging more chip production onto U.S. soil. President Donald Trump has leaned on tariff threats to push domestic manufacturing, but officials have so far avoided blanket tariffs on Taiwanese chips that could badly disrupt the AI supply chain. Under the proposal, TSMC would be allowed to allocate exemptions to its U.S. customers, creating a direct incentive to expand production locally.
NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Bank of America reiterated the stock as “Buy” with a $275 price target. The firm said it is standing by the stock. Its price target is based on a forward valuation that reflects Nvidia’s robust position in fast-growing AI compute and networking markets. This view is supported by the chipmaker’s market...
NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Bank of America reiterated the stock as “Buy” with a $275 price target. The firm said it is standing by the stock. Its price target is based on a forward valuation that reflects Nvidia’s robust position in fast-growing AI compute and networking markets. This view is supported by the chipmaker’s market leadership, but offset by several risks. “Our $275 PO is based on 28x CY27E PE ex cash, within NVDA’ s historical 25x-56x forward year PE range, which we believe is justified by NVDA’s leading share in fast growing AI compute/networking markets, offset by lumpiness in global AI projects, cyclical gaming market, and concerns around access to power.” Bank of America Stands by Nvidia (NVDA) With $275 Target as AI Leadership Holds Analysts on Wall Street have a consensus “Buy” rating on the stock. The average price target of $250 implies a 30.23% upside; however, the Street-high target of $432.78 implies an upside of 125.44%. NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services. While we acknowledge the potential of NVDA 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.
Microsoft Corporation (NASDAQ:MSFT) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Melius analyst Ben Reitzes downgraded the stock from Buy to Hold with a $430 price target. Investors have been growing increasingly wary about the potential disruption software stocks face from AI. Particularly for MSFT, analyst sees structural AI risks and limited near-term upside at current valua...
Microsoft Corporation (NASDAQ:MSFT) is one of the 10 AI Stocks Analysts Are Watching. On February 9, Melius analyst Ben Reitzes downgraded the stock from Buy to Hold with a $430 price target. Investors have been growing increasingly wary about the potential disruption software stocks face from AI. Particularly for MSFT, analyst sees structural AI risks and limited near-term upside at current valuation. Melius highlighted that Microsoft’s 365 business is facing threats from AI, implying a need to increase its capital expenditure substantially to keep up with Amazon and Google. However, it noted that cash flow may take another hit. If Microsoft doesn’t increase its spending now, analysts at Melius believe that it may either be an execution issue or a need to manage earnings. Both cases, however, aren’t good. Melius Downgrades Microsoft (MSFT) to Hold, Flags AI Capex and Cash Flow Risks manaemedia / Shutterstock.com The tech giant’s decreased free cash flow will make it look much less attractive when compared to its competitors. “Given the free cash flow shortage, one could argue equity values for these stocks are nothing more than ‘vibes’ on AI prospects that hinge on what stronger free cash flow may look like in the 2030’s,” he wrote. “We may be only in the early stages of this investor aversion to ‘vibes’ that puts the premium back on free cash flow. That’s why we’ve kept buys on AI semis and select hardware names like Apple that all directly benefit from other people’s spending — and generate a ton of cash.” Reitzes also criticized how slow the company is moving when it comes to its AI-powered assistant, Copilot. “Anthropic developed Cowork in 10 days and most think it works better with Excel and other plug-ins vs. Copilot,” he said. “Due to things like Cowork from Anthropic, Microsoft’s powerful 365 suite could see challenges and may need to give Copilot away just to stay relevant — hurting growth and margins in its most profitable Productivity segment. This reali...
Amazon.com, Inc. (NASDAQ:AMZN) is one of the 10 AI Stocks Analysts Are Watching. On February 8, Bank of America reiterated the stock as “Buy,” anticipating that “AWS capex returns will be the top stock driver” for AMZN. The firm’s review of the company’s 10-K had led to this conclusion. “We think returns on AWS AI capex will be top stock driver for several years, and while the capacity ramp will a...
Amazon.com, Inc. (NASDAQ:AMZN) is one of the 10 AI Stocks Analysts Are Watching. On February 8, Bank of America reiterated the stock as “Buy,” anticipating that “AWS capex returns will be the top stock driver” for AMZN. The firm’s review of the company’s 10-K had led to this conclusion. “We think returns on AWS AI capex will be top stock driver for several years, and while the capacity ramp will add to quarterly margin volatility for AWS, we think this capacity will be fully utilized as part of the AI-driven transformation across industries and will help Amazon maintain competitiveness in a very attractive sector.” Amazon has announced that its capex is set to rise by over 50%, an increase from almost $130 billion in 2025 to a total of $200 billion. Most of the spending, it noted, will be directed toward AWS. This announcement significantly beats analyst expectations, which had been around $150 billion. “Amazon is not alone in this investment, and we think it makes sense that Amazon is investing more than competitors give AWS’ leading customer and revenue base.” Bank of America Says AWS Capex Returns Will Drive Amazon.com (AMZN) Shares Zapp2Photo/Shutterstock.com Amazon.com Inc. (AMZN) is an American technology company offering e-commerce, cloud computing, and other services, including digital streaming and artificial intelligence solutions. While we acknowledge the potential of AMZN 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.
Amazon.com, Inc. (NASDAQ:AMZN) is one of the 10 AI Stocks Analysts Are Watching. On February 8, Bank of America reiterated the stock as “Buy,” anticipating that “AWS capex returns will be the top stock driver” for AMZN. The firm’s review of the company’s 10-K had led to this conclusion. “We think returns on AWS AI capex will be top stock driver for several years, and while the capacity ramp will a...
Amazon.com, Inc. (NASDAQ:AMZN) is one of the 10 AI Stocks Analysts Are Watching. On February 8, Bank of America reiterated the stock as “Buy,” anticipating that “AWS capex returns will be the top stock driver” for AMZN. The firm’s review of the company’s 10-K had led to this conclusion. “We think returns on AWS AI capex will be top stock driver for several years, and while the capacity ramp will add to quarterly margin volatility for AWS, we think this capacity will be fully utilized as part of the AI-driven transformation across industries and will help Amazon maintain competitiveness in a very attractive sector.” Amazon has announced that its capex is set to rise by over 50%, an increase from almost $130 billion in 2025 to a total of $200 billion. Most of the spending, it noted, will be directed toward AWS. This announcement significantly beats analyst expectations, which had been around $150 billion. “Amazon is not alone in this investment, and we think it makes sense that Amazon is investing more than competitors give AWS’ leading customer and revenue base.” Bank of America Says AWS Capex Returns Will Drive Amazon.com (AMZN) Shares Zapp2Photo/Shutterstock.com Amazon.com Inc. (AMZN) is an American technology company offering e-commerce, cloud computing, and other services, including digital streaming and artificial intelligence solutions. While we acknowledge the potential of AMZN 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.