Micron Technology (MU 4.89%) just turned in one of the most impressive quarterly reports you'll ever see, although the stock was unable to gain any traction following its results. The stock was already up a whopping 350% over the past year going into the report, and it looked like a classic sell-the-news type of event. Let's take a closer look at the memory maker's results and prospects to see whe...
Micron Technology (MU 4.89%) just turned in one of the most impressive quarterly reports you'll ever see, although the stock was unable to gain any traction following its results. The stock was already up a whopping 350% over the past year going into the report, and it looked like a classic sell-the-news type of event. Let's take a closer look at the memory maker's results and prospects to see whether the stock can regain its momentum. Micron is hitting on all cylinders Micron is benefiting from a surge in memory prices, as both DRAM (dynamic random-access memory) and NAND (flash) memory remain in short supply due to the artificial intelligence (AI) infrastructure build-out. Nearly 80% of Micron's revenue is derived from DRAM, with the remainder largely from NAND. The company is one of the three major DRAM manufacturers. The DRAM market is currently being driven by high demand for high-bandwidth memory (HBM), which is packaged with AI chips, such as graphics processing units (GPUs), to optimize performance. Adding to the supply-demand issues is the fact that HBM requires upwards of 3 times the wafer capacity of ordinary DRAM. Micron expects both the DRAM and NAND markets to remain capacity-constrained beyond this calendar year. It is currently expanding its manufacturing capacity to meet long-term demand trends. As such, it raised its capital expenditure (capex) budget to $25 billion this fiscal year. Management said that as AI evolves, it expects AI infrastructure to become even more memory-intensive. Overall, for its fiscal second quarter, Micron reported that its revenue increased from $8.05 billion to $23.86 billion, exceeding the $20.07 billion consensus, as compiled by LSEG. DRAM revenue more than tripled to $18.8 billion, while NAND revenue was up by more than 2.5 times to $5 billion. Other revenue rose 27% to $95 million. Expand NASDAQ : MU Micron Technology Today's Change ( -4.89 %) $ -21.74 Current Price $ 422.53 Key Data Points Market Cap $476B Day's Rang...
Key Points Micron turned in a blockbuster fiscal Q2 and issued impressive guidance. The stock isn't expensive if AI infrastructure spending continues to be a secular tailwind. 10 stocks we like better than Micron Technology › Micron Technology (NASDAQ: MU) just turned in one of the most impressive quarterly reports you'll ever see, although the stock was unable to gain any traction following its r...
Key Points Micron turned in a blockbuster fiscal Q2 and issued impressive guidance. The stock isn't expensive if AI infrastructure spending continues to be a secular tailwind. 10 stocks we like better than Micron Technology › Micron Technology (NASDAQ: MU) just turned in one of the most impressive quarterly reports you'll ever see, although the stock was unable to gain any traction following its results. The stock was already up a whopping 350% over the past year going into the report, and it looked like a classic sell-the-news type of event. Let's take a closer look at the memory maker's results and prospects to see whether the stock can regain its momentum. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Micron is hitting on all cylinders Micron is benefiting from a surge in memory prices, as both DRAM (dynamic random-access memory) and NAND (flash) memory remain in short supply due to the artificial intelligence (AI) infrastructure build-out. Nearly 80% of Micron's revenue is derived from DRAM, with the remainder largely from NAND. The company is one of the three major DRAM manufacturers. The DRAM market is currently being driven by high demand for high-bandwidth memory (HBM), which is packaged with AI chips, such as graphics processing units (GPUs), to optimize performance. Adding to the supply-demand issues is the fact that HBM requires upwards of 3 times the wafer capacity of ordinary DRAM. Micron expects both the DRAM and NAND markets to remain capacity-constrained beyond this calendar year. It is currently expanding its manufacturing capacity to meet long-term demand trends. As such, it raised its capital expenditure (capex) budget to $25 billion this fiscal year. Management said that as AI evolves, it expects AI infrastructure to become even more memory-intensive. Overall, for its fiscal ...
Key Points VIG costs less to own and has outperformed NOBL over the past year and five years. NOBL offers higher dividend yield and invests in companies with a strong track record of dividend raises. VIG offers lower costs and a unique feature that filters out stocks high-yield stocks. 10 stocks we like better than ProShares S&P 500 Dividend Aristocrats ETF › Both the Vanguard Dividend Appreciatio...
Key Points VIG costs less to own and has outperformed NOBL over the past year and five years. NOBL offers higher dividend yield and invests in companies with a strong track record of dividend raises. VIG offers lower costs and a unique feature that filters out stocks high-yield stocks. 10 stocks we like better than ProShares S&P 500 Dividend Aristocrats ETF › Both the Vanguard Dividend Appreciation ETF (NYSEMKT:VIG) VIG and the ProShares S&P 500 Dividend Aristocrats ETF (NYSEMKT:NOBL) target companies with a proven record of growing dividends. Their approaches, however, diverge. VIG tracks a broader swath of large-cap U.S. stocks with a dividend-growth tilt, while NOBL zeroes in on S&P 500 firms with the longest dividend growth streaks and applies equal weighting. VIG also stands out for its significantly lower cost and stronger historical returns, while NOBL offers a higher yield and a more focused, equally weighted approach to dividend growth stocks. This comparison unpacks how those differences show up in cost, performance, risk, and portfolio composition, helping investors make informed decisions. Snapshot (cost & size) Metric VIG NOBL Issuer Vanguard ProShares Expense ratio 0.04% 0.35% 1-yr total return (as of 2026-03-21) 11.8% 5.7% Dividend yield 1.6% 2% Beta 0.81 0.76 AUM $123.8 billion $10.9 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. VIG is considerably more affordable, charging just 0.04% in annual fees versus NOBL's 0.35%, and it is also much larger in terms of assets under management. NOBL offers a higher dividend yield by 0.4 percentage points, appealing to those who prioritize current income. Performance & risk comparison Metric VIG NOBL Max drawdown (5 y) -20.4% -17.91% Growth of $1,000 over 5 years $1,478 $1,229 What's inside NOBL holds nearly 70 stocks, with a portfolio that is equally weighted and sector exposu...
Getty Images This week, Strategy's STRC preferred stock surpassed common equity as its primary funding source for the first time, as the company's $10B+ preferred arsenal drives BTC accumulation well ahead of its 1 million target. Macro pressure is intensifying as all five major central banks delivered restrictive decisions in the same week, with the Fed caught in a stagflation trap. In derivative...
Getty Images This week, Strategy's STRC preferred stock surpassed common equity as its primary funding source for the first time, as the company's $10B+ preferred arsenal drives BTC accumulation well ahead of its 1 million target. Macro pressure is intensifying as all five major central banks delivered restrictive decisions in the same week, with the Fed caught in a stagflation trap. In derivatives, a rare funding regime shift reveals a spot-led rally giving way to a post-FOMC tug-of-war. The Arithmetic of Strategy's 1 Million Bitcoin Target Strategy added 22,337 BTC last week for $1.57 billion, bringing total holdings to 761,068. At roughly 7,940 BTC per week, Strategy's actual pace is well ahead of schedule. If sustained, the 1 million milestone could arrive as early as Q3. Source: Mark Harvey Yet bitcoin's decline from its October 2025 all-time high has punished the equity. Strategy shares have lost roughly 70% since the peak, compared to a modest pullback in the S&P 500 over the same period. With the stock under pressure and the portfolio sitting near breakeven, a natural question follows: where is all the money coming from? The Funding Engine: STRC Takes the Lead The answer lies in one of the most aggressive preferred equity programs in public market history. Strategy has built a five-instrument preferred stock lineup. These five offerings have raised more than $10 billion to date: STRK (Strike) : 8% annual yield, convertible, offering equity upside alongside income STRF (Strife) : 10% cumulative dividend, non-convertible, the most conservative structure STRD (Stride) : 10% annual yield, perpetual STRC (Stretch): variable rate starting at 11.5%, paid monthly, with the dividend consistently raised since inception STRE (Stream) : 10% annual yield, Euro-denominated, extending the model into European capital markets The fundraising power of this lineup is remarkable. STRC alone has sold over 50 million shares and raised more than triple the amount of any other pref...
Given the news being reported around the world lately, one cannot blame investors for being nervous about Taiwan Semiconductor Manufacturing (TSM 2.79%) stock. With the U.S. focused on Iran and saying it will help determine who is in charge there and the tension it is creating in that part of the world, it reminds some investors of the tensions going on between Taiwan and China over who is actuall...
Given the news being reported around the world lately, one cannot blame investors for being nervous about Taiwan Semiconductor Manufacturing (TSM 2.79%) stock. With the U.S. focused on Iran and saying it will help determine who is in charge there and the tension it is creating in that part of the world, it reminds some investors of the tensions going on between Taiwan and China over who is actually in charge of Taiwan. This is concerning because TSMC produces over 90% of the world's most advanced semiconductors, and most of that production takes place in Taiwan. Now, the question for investors is whether they should sell TSMC stock. Let's take a closer look to see if the situation has changed. TSMC's geopolitical positioning Without question, TSMC's location has always deterred some investors. In 2022, Warren Buffett's lieutenants at Berkshire Hathaway took a position in TSMC stock, but because Buffett was fearful of its geopolitical situation, Berkshire reversed this decision within a few months. Moreover, TSMC stock had traded at a discount in past years amid that fear. Still, that has changed over time as its P/E ratio of 31 is well above its five-year average of 24 and not far below the 36 earnings multiple of Nvidia, one of its top clients. Furthermore, China made up only 9% of TSMC's revenue in 2025, well below the 74% coming from North America. Thus, having TSMC out of the picture might look like a strategic advantage to China from that standpoint, and that could partially explain the dip in the stock since the beginning of March. Expand NYSE : TSM Taiwan Semiconductor Manufacturing Today's Change ( -2.79 %) $ -9.46 Current Price $ 329.33 Key Data Points Market Cap $1.7T Day's Range $ 325.90 - $ 337.49 52wk Range $ 134.25 - $ 390.20 Volume 660K Avg Vol 13M Gross Margin 58.73 % Dividend Yield 1.02 % Do not panic yet However, the company expects more good times in 2026, indicating that investors have good reason not to sell immediately. China also lacks the cap...
IREN (NASDAQ: IREN) just rattled investors with a massive capital raise, but the fear may be masking a powerful AI growth story. If management executes on its GPU and data center expansion, this recent pullback could eventually look like a rare opportunity. Stock prices used were the market prices of March 16, 2026. The video was published on March 21, 2026. Will AI create the world's first trilli...
IREN (NASDAQ: IREN) just rattled investors with a massive capital raise, but the fear may be masking a powerful AI growth story. If management executes on its GPU and data center expansion, this recent pullback could eventually look like a rare opportunity. Stock prices used were the market prices of March 16, 2026. The video was published on March 21, 2026. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Should you buy stock in Iren right now? Before you buy stock in Iren, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Iren wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $495,179!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,058,743!* Now, it’s worth noting Stock Advisor’s total average return is 898% — a market-crushing outperformance compared to 183% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 22, 2026. Rick Orford has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. The views and opinions ex...
What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Capricorn Investment Group LLC reported a new position in HeartFlow (HTFL +0.50%). The fund purchased 1,661,601 shares during the fourth quarter of 2025, with the estimated transaction value totaling $48.18 million based on the quarter’s average price. At quarter end, the stake’s value also stood ...
What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Capricorn Investment Group LLC reported a new position in HeartFlow (HTFL +0.50%). The fund purchased 1,661,601 shares during the fourth quarter of 2025, with the estimated transaction value totaling $48.18 million based on the quarter’s average price. At quarter end, the stake’s value also stood at $48.18 million, reflecting the aggregate impact of buying activity and market pricing. What else to know The new HeartFlow position accounts for 5.83% of Capricorn Investment Group LLC’s 13F reportable assets under management. Top five holdings after the filing: NYSE: JOBY: $375.81 million (45.8% of AUM) NYSE: PL: $140.82 million (17.2% of AUM) NASDAQ: QS: $119.80 million (14.6% of AUM) NYSE: OTF: $78.91 million (9.6% of AUM) NASDAQ: NVTS: $57.07 million (7.0% of AUM) As of March 20, 2026, HeartFlow shares were priced at $26.30, down 10.7% in 2026. Company overview Metric Value Price (as of market close March 20, 2026) $26.30 Market Capitalization $2.22 billion Revenue (TTM) $161.88 million Net Income (TTM) ($125.37 million) Company snapshot HeartFlow, Inc. offers the HeartFlow Platform, an AI-driven, non-invasive diagnostic solution for coronary artery disease, generating revenue primarily from healthcare providers and systems adopting its technology. It operates a technology-enabled business model, monetizing its proprietary software and analytics services for cardiovascular diagnostics and patient management. The company targets hospitals, cardiology practices, and integrated health networks seeking advanced tools for cardiac imaging and decision support. HeartFlow, Inc. is a healthcare technology company specializing in AI-powered, non-invasive cardiac diagnostic solutions. With a focus on providing detailed, actionable insights for coronary artery disease management, the company leverages advanced computational modeling to differentiate itself in the medical imaging...
BackyardProduction/iStock Editorial via Getty Images Bitcoin and other cryptocurrencies fell again as escalating tensions between the U.S., Israel and Iran rattled global markets. Bitcoin ( BTC-USD ) on Sunday dropped more than 3% to around $68,000, its lowest level since early March, while losses were steeper across other tokens. Ether ( ETH-USD ) fell nearly 5%, and major altcoins such as Solana...
BackyardProduction/iStock Editorial via Getty Images Bitcoin and other cryptocurrencies fell again as escalating tensions between the U.S., Israel and Iran rattled global markets. Bitcoin ( BTC-USD ) on Sunday dropped more than 3% to around $68,000, its lowest level since early March, while losses were steeper across other tokens. Ether ( ETH-USD ) fell nearly 5%, and major altcoins such as Solana ( SOL-USD ), XRP ( XRP-USD ) and Cardano ( ADA-USD ) also declined. The broader downturn has erased roughly 20% from Bitcoin’s value since the conflict began in late February, undermining the long-held narrative that the asset can serve as a safe haven during geopolitical crises. Analysts point to multiple pressures. Crypto is moving in tandem with other risk assets like equities, which have also sold off. Rising energy prices are adding strain as well, increasing the cost of mining operations. At the same time, fading optimism around U.S. crypto legislation has weakened one of the market’s earlier catalysts. With crypto trading around the clock, markets are also acting as an early signal for broader sentiment. Weekend activity showed oil-linked contracts rising while equity futures pointed lower, reflecting ongoing uncertainty. The latest selloff adds to a longer decline that began late last year, when Bitcoin traded above $120,000. Since then, repeated attempts to rebound have struggled to gain traction, leaving the market vulnerable to further shocks tied to macro and geopolitical developments. More on Bitcoin USD, Ethereum USD, etc. VanEck Mid-March 2026 Bitcoin ChainCheck Ethereum Price Holds Near $2,130 After Fed Message Cools Rebound Hopes XRP Price Steadies Near $1.34 As Market Liquidity Recalibrates Post Litigation Crypto bill sees development; Senators, White House reach tentative agreement - Politico Brad Garlinghouse sees Clarity Act odds at 90%: XRP, BTC, ETH make-or-break?
On February 17, 2026, Fort Baker Capital Management disclosed a new position in Clearwater Analytics (NYSE:CWAN) , acquiring 1,529,288 shares worth $36.89 million in the fourth quarter. According to a filing with the Securities and Exchange Commission dated February 17, 2026, Fort Baker Capital Management reported acquiring 1,529,288 shares of Clearwater Analytics (NYSE:CWAN) . The estimated value...
On February 17, 2026, Fort Baker Capital Management disclosed a new position in Clearwater Analytics (NYSE:CWAN) , acquiring 1,529,288 shares worth $36.89 million in the fourth quarter. According to a filing with the Securities and Exchange Commission dated February 17, 2026, Fort Baker Capital Management reported acquiring 1,529,288 shares of Clearwater Analytics (NYSE:CWAN) . The estimated value of this new position was $36.89 million at quarter’s end. Clearwater Analytics Holdings operates at scale with a technology-driven platform designed to streamline investment data management and reporting for institutional clients. Its strategy focuses on delivering comprehensive, cloud-based solutions that integrate with both proprietary and third-party systems, enabling clients to achieve operational efficiency and regulatory compliance. The company's competitive edge lies in its ability to offer real-time, automated investment accounting and analytics, positioning it as a key partner for organizations managing complex investment portfolios. Continue reading
Key Points Stadium Capital ManagementLC added 72,000 shares of LCI Industries in the fourth quarter, an estimated $7.66 million trade based on quarterly average pricing. Meanwhile, the quarter-end position value increased by $11.44 million, reflecting both additional shares and stock price appreciation. Post-trade, the fund holds 167,923 shares valued at $20.38 million. 10 stocks we like better th...
Key Points Stadium Capital ManagementLC added 72,000 shares of LCI Industries in the fourth quarter, an estimated $7.66 million trade based on quarterly average pricing. Meanwhile, the quarter-end position value increased by $11.44 million, reflecting both additional shares and stock price appreciation. Post-trade, the fund holds 167,923 shares valued at $20.38 million. 10 stocks we like better than LCI Industries › On February 17, 2026, Stadium Capital Management disclosed a buy of 72,000 LCI Industries (NYSE:LCII) shares, an estimated $7.66 million trade based on quarterly average pricing. What happened According to a Securities and Exchange Commission (SEC) filing, Stadium Capital Management increased its position in LCI Industries by 72,000 shares during the fourth quarter. The estimated transaction value was $7.66 million, calculated using the quarter’s average closing price. The fund’s quarter-end holding was 167,923 shares, with the value of the position rising by $11.44 million, a change that includes both trading activity and stock price movement. What else to know The move was a buy, taking the LCI Industries stake to 23.6% of Stadium Capital Management LLC’s 13F AUM. Top holdings after the filing: NASDAQ:SNBR: $22.14 million (25.6% of AUM) NYSE:LCII: $20.38 million (23.6% of AUM) NYSE:BC: $17.31 million (20.1% of AUM) NYSE:BLDR: $16.35 million (18.9% of AUM) NYSE:DKS: $6.99 million (8.1% of AUM) As of Friday, shares of LCI Industries were priced at $117.48, up about 32% over the past year and well outperforming the S&P 500’s roughly 15% gain in the same period. Company overview Metric Value Revenue (TTM) $4.1 billion Net Income (TTM) $188.25 million Dividend Yield 4% Price (as of Friday) $117.48 Company snapshot LCI Industries manufactures and supplies engineered components for recreational vehicles (RVs), including chassis, suspension systems, doors, windows, furniture, appliances, and towing products. The company operates through OEM and aftermarket seg...
The jury was told how MacDowell, who was living near Inverness at the time and better known by the name Bill MacDowell, was company secretary at a building firm owned by MacRae's estranged husband, Gordon. MacDowell was sacked over the affair.
The jury was told how MacDowell, who was living near Inverness at the time and better known by the name Bill MacDowell, was company secretary at a building firm owned by MacRae's estranged husband, Gordon. MacDowell was sacked over the affair.
Micron reported earnings per share of $7.59 for its previous fiscal year. In the first half of the current fiscal year, that metric has more than doubled. Company leadership has provided an earnings per share forecast for the third fiscal quarter that exceeds the result from the first half of the year. Historically, the memory market has experienced pronounced cycles tied to upgrades in consumer a...
Micron reported earnings per share of $7.59 for its previous fiscal year. In the first half of the current fiscal year, that metric has more than doubled. Company leadership has provided an earnings per share forecast for the third fiscal quarter that exceeds the result from the first half of the year. Historically, the memory market has experienced pronounced cycles tied to upgrades in consumer and business devices. The current expansion, driven by artificial intelligence, may represent a shift. The growth of new technologies and services is accelerating the scale of AI models. As AI inference moves from testing to broader implementation, the requirement for advanced memory is expected to intensify. The high-bandwidth memory market is projected to expand annually and reach a substantial size by the end of the decade. Demand for high-bandwidth memory is rising as major technology firms deploy extensive graphics processing unit clusters in data centers. This demand is part of a broader investment in AI infrastructure. Micron's current and next-generation high-bandwidth memory products are fully allocated for the current calendar year, enabling stronger pricing and improved profitability across its memory chip portfolios. The company is seen as well-placed to grow its revenue and earnings as large technology companies continue to invest in memory and storage capacity. Micron Technology has become a notable entity in the semiconductor sector related to artificial intelligence, according to a recent report from Yahoo Finance. The company's share price has increased significantly over the past half-year and is now trading near $440. This report provides a comprehensive view of the memories industry in the United States, tracking demand, supply, and trade flows across the national value chain. It explains how demand across key channels and end-use segments shapes consumption patterns, while also mapping the role of input availability, production efficiency, and regulatory...
Ronald Araújo’s header helped Barcelona extend their lead over Real Madrid at the top of La Liga to seven points with a tight 1-0 win over Rayo Vallecano on Sunday. Álvaro Arbeloa’s Real Madrid host Atlético Madrid, who are fourth, later on in a derby clash. Araújo nodded home João Cancelo’s corner after 24 minutes to secure the three points at Camp Nou but goalkeeper Joan García’s superb display ...
Ronald Araújo’s header helped Barcelona extend their lead over Real Madrid at the top of La Liga to seven points with a tight 1-0 win over Rayo Vallecano on Sunday. Álvaro Arbeloa’s Real Madrid host Atlético Madrid, who are fourth, later on in a derby clash. Araújo nodded home João Cancelo’s corner after 24 minutes to secure the three points at Camp Nou but goalkeeper Joan García’s superb display played just as big a part in their victory. Hansi Flick’s side were caught snoozing in the opening stages but García made a fine save to deny Carlos Martín from close range. Called up by Luis de la Fuente to the Spanish national team, García made several excellent saves to keep Rayo at bay, with the Madrid side dominant in the second half. And Flick told DAZN: “Joan is a fantastic player, and he’s showing why we signed him last summer. He was outstanding today.” At the other end Raphinha was guilty of profligate finishing. The winger scuffed wide after picking Pathé Ciss’s pocket and charging through on goal. A few minutes later Ciss appeared to bring down Lamine Yamal in the area but the Barcelona player’s appeals were ignored by the referee. Lamine Yamal’s superb cross, with the outside of his boot, created another fine chance for Raphinha but the Brazilian’s mis-hit effort was tipped over by Augusto Batalla. The champions took the lead through Araújo’s header from João Cancelo’s corner midway through the first half. Araújo has not featured much since taking a mental health break late last year, but came on as a substitute in Barça’s 7-2 Champions League rout of Newcastle in midweek. With Eric García rested, Flick started the Uruguayan at right-back and was rewarded with what proved to be the winner. The Catalans came close to a second after the interval but Lamine Yamal dragged a low effort across the face of goal. Rayo then took control and started generating dangerous chances as they searched for an equaliser. Joan García denied Alvaro García and then produced a specta...
Now that Netflix (NFLX +0.14%) has bowed out of the Warner Bros. Discovery negotiations, investors can focus their attention on the fundamentals of the business. And they remain in great shape. Netflix added about 23 million subscribers in 2025. And its profits keep rising; net income was up 26% last year. The company is making a major move in the advertising space. Revenue here surged 150% in 202...
Now that Netflix (NFLX +0.14%) has bowed out of the Warner Bros. Discovery negotiations, investors can focus their attention on the fundamentals of the business. And they remain in great shape. Netflix added about 23 million subscribers in 2025. And its profits keep rising; net income was up 26% last year. The company is making a major move in the advertising space. Revenue here surged 150% in 2025 to $1.5 billion. Does this notable trend make Netflix a no-brainer buy for investors with $2,000 (or any amount, really) available to purchase stock? Ads are a tiny but rapidly growing sales driver The growth that the ad segment is generating might be a surprise development for longtime Netflix followers. It wasn't all that long ago that Reed Hastings, co-founder and previous CEO, said that the streaming platform would never display ads. Perhaps he thought it would undermine the viewing experience. In an effort to drive growth, companies will nearly always entertain initiatives that they previously shunned. It looks like Netflix made the right move. It was revealed last year that in May, the ad-based subscription tier had 94 million monthly active users, as it caters to and captures a price-sensitive consumer base. Ad sales jumped 150% in 2025 to $1.5 billion, representing a tiny 3% fraction of the overall revenue base. Nonetheless, the growth is hard to ignore. Management predicts that it will double in 2026. With its 325 million subscribers and 8.8% share of daily TV viewing time in the U.S., Netflix certainly has the reach and engagement that advertisers might salivate over. And the business plans to continue capitalizing. Netflix has been developing its own advertising platform, which can improve the ad-buying experience, targeting capabilities, and outcomes for these customers. Artificial intelligence is also being leveraged. Expand NASDAQ : NFLX Netflix Today's Change ( 0.14 %) $ 0.13 Current Price $ 91.87 Key Data Points Market Cap $388B Day's Range $ 90.70 - $ 91....
Key Points After first resisting the move to introduce ads, this initiative is set to generate revenue of $3 billion for Netflix in 2026. The company's focus on developing its own advertising platform will only improve the capabilities it can offer to these customers. At the current valuation, Netflix shares have no room for error, even though competition has never been more intense. 10 stocks we ...
Key Points After first resisting the move to introduce ads, this initiative is set to generate revenue of $3 billion for Netflix in 2026. The company's focus on developing its own advertising platform will only improve the capabilities it can offer to these customers. At the current valuation, Netflix shares have no room for error, even though competition has never been more intense. 10 stocks we like better than Netflix › Now that Netflix (NASDAQ: NFLX) has bowed out of the Warner Bros. Discovery negotiations, investors can focus their attention on the fundamentals of the business. And they remain in great shape. Netflix added about 23 million subscribers in 2025. And its profits keep rising; net income was up 26% last year. The company is making a major move in the advertising space. Revenue here surged 150% in 2025 to $1.5 billion. Does this notable trend make Netflix a no-brainer buy for investors with $2,000 (or any amount, really) available to purchase stock? Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Ads are a tiny but rapidly growing sales driver The growth that the ad segment is generating might be a surprise development for longtime Netflix followers. It wasn't all that long ago that Reed Hastings, co-founder and previous CEO, said that the streaming platform would never display ads. Perhaps he thought it would undermine the viewing experience. In an effort to drive growth, companies will nearly always entertain initiatives that they previously shunned. It looks like Netflix made the right move. It was revealed last year that in May, the ad-based subscription tier had 94 million monthly active users, as it caters to and captures a price-sensitive consumer base. Ad sales jumped 150% in 2025 to $1.5 billion, representing a tiny 3% fraction of the overall revenue base. Nonetheless, the...
Another Manic Monday Coming Submtted By Peter Tchir of Academy Securities I expect that we will see a lot of “green dots” on the Bloomberg Terminal Sunday night, as there was almost no asset (other than energy) up on Friday. I do know that my Monday will start bright and early, at 5am on CNBC. Away from that everything is a bit up in the air. There are headlines that can push us in either directio...
Another Manic Monday Coming Submtted By Peter Tchir of Academy Securities I expect that we will see a lot of “green dots” on the Bloomberg Terminal Sunday night, as there was almost no asset (other than energy) up on Friday. I do know that my Monday will start bright and early, at 5am on CNBC. Away from that everything is a bit up in the air. There are headlines that can push us in either direction. Some developments that seem good, some that seem bad, some that seem weird, and some that are just downright confusing and/or contradictory. Transiting the Strait There seem to be three possibilities to transiting the Strait: Please see Thursday’s SITREP U.S. Expected to Conduct Strait Transit This Month . On Saturday morning Admiral Cooper, in a video on X, said “ Iran’s ability to threaten freedom of navigation in and around the Strait of Hormuz is degraded .” The report went on to list other actions being taken to knock out the capability of Iran to target ships in the Strait. This fits Academy’s view that the U.S. is actively taking steps to prepare for safe transit. More countries have signed the Joint Statement expressing a “readiness to contribute to appropriate efforts to ensure safe passage through the Strait .” A bit “wishy-washy” at best, and went to great pains to reference the United Nations and International Energy Agency, and avoid referencing America. Not sure if this does much, but it is a step in the right direction. If we are going to stick to the “Manic Monday” theme, this reminds me of the line, “blame it on the train, but the boss is already there.” Mounting “chatter” that Iran is “selling safe passage” for about $2 million per ship. I did get some secondhand confirmation from a trusted source that these discussions are in fact occurring. Unclear how effective they will be. All of these things are “encouraging” in terms of shipping. A U.S.-led (or even solely U.S.) effort to encourage ships to transit the Strait is the most promising in terms of bei...
Micron Technology (MU 4.89%) just turned in one of the most impressive quarterly reports you'll ever see, although the stock was unable to gain any traction following its results. The stock was already up a whopping 350% over the past year going into the report, and it looked like a classic sell-the-news type of event. Let's take a closer look at the memory maker's results and prospects to see whe...
Micron Technology (MU 4.89%) just turned in one of the most impressive quarterly reports you'll ever see, although the stock was unable to gain any traction following its results. The stock was already up a whopping 350% over the past year going into the report, and it looked like a classic sell-the-news type of event. Let's take a closer look at the memory maker's results and prospects to see whether the stock can regain its momentum. Micron is hitting on all cylinders Micron is benefiting from a surge in memory prices, as both DRAM (dynamic random-access memory) and NAND (flash) memory remain in short supply due to the artificial intelligence (AI) infrastructure build-out. Nearly 80% of Micron's revenue is derived from DRAM, with the remainder largely from NAND. The company is one of the three major DRAM manufacturers. The DRAM market is currently being driven by high demand for high-bandwidth memory (HBM), which is packaged with AI chips, such as graphics processing units (GPUs), to optimize performance. Adding to the supply-demand issues is the fact that HBM requires upwards of 3 times the wafer capacity of ordinary DRAM. Micron expects both the DRAM and NAND markets to remain capacity-constrained beyond this calendar year. It is currently expanding its manufacturing capacity to meet long-term demand trends. As such, it raised its capital expenditure (capex) budget to $25 billion this fiscal year. Management said that as AI evolves, it expects AI infrastructure to become even more memory-intensive. Overall, for its fiscal second quarter, Micron reported that its revenue increased from $8.05 billion to $23.86 billion, exceeding the $20.07 billion consensus, as compiled by LSEG. DRAM revenue more than tripled to $18.8 billion, while NAND revenue was up by more than 2.5 times to $5 billion. Other revenue rose 27% to $95 million. Expand NASDAQ : MU Micron Technology Today's Change ( -4.89 %) $ -21.74 Current Price $ 422.53 Key Data Points Market Cap $476B Day's Rang...
Both the Vanguard Dividend Appreciation ETF (VIG 0.98%) VIG and the ProShares S&P 500 Dividend Aristocrats ETF (NOBL 1.30%) target companies with a proven record of growing dividends. Their approaches, however, diverge. VIG tracks a broader swath of large-cap U.S. stocks with a dividend-growth tilt, while NOBL zeroes in on S&P 500 firms with the longest dividend growth streaks and applies equal we...
Both the Vanguard Dividend Appreciation ETF (VIG 0.98%) VIG and the ProShares S&P 500 Dividend Aristocrats ETF (NOBL 1.30%) target companies with a proven record of growing dividends. Their approaches, however, diverge. VIG tracks a broader swath of large-cap U.S. stocks with a dividend-growth tilt, while NOBL zeroes in on S&P 500 firms with the longest dividend growth streaks and applies equal weighting. VIG also stands out for its significantly lower cost and stronger historical returns, while NOBL offers a higher yield and a more focused, equally weighted approach to dividend growth stocks. This comparison unpacks how those differences show up in cost, performance, risk, and portfolio composition, helping investors make informed decisions. Snapshot (cost & size) Metric VIG NOBL Issuer Vanguard ProShares Expense ratio 0.04% 0.35% 1-yr total return (as of 2026-03-21) 11.8% 5.7% Dividend yield 1.6% 2% Beta 0.81 0.76 AUM $123.8 billion $10.9 billion Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. VIG is considerably more affordable, charging just 0.04% in annual fees versus NOBL's 0.35%, and it is also much larger in terms of assets under management. NOBL offers a higher dividend yield by 0.4 percentage points, appealing to those who prioritize current income. Performance & risk comparison Metric VIG NOBL Max drawdown (5 y) -20.4% -17.91% Growth of $1,000 over 5 years $1,478 $1,229 What's inside NOBL holds nearly 70 stocks, with a portfolio that is equally weighted and sector exposure capped at 30%. As of its most recent data, the largest sector weights are industrials (22.5%), consumer defensive (22.09%), and financial services (13.08%). Its top holdings as of March 20 include Chevron (CVX +0.14%), ExxonMobil (XOM +0.95%), and Linde (LIN 0.34%), each making up just over 1.7% of assets. The fund has been around for 12.4 years, offering a foc...
CoreWeave (CRWV +0.85%) has taken center stage since its initial public offering last year, thanks to its role in the artificial intelligence (AI) market. The company rents out capacity for AI workloads, something that is in great need right now, and this has translated into explosive growth and stock price performance. CoreWeave is even backed by Nvidia, with the AI giant holding shares in the co...
CoreWeave (CRWV +0.85%) has taken center stage since its initial public offering last year, thanks to its role in the artificial intelligence (AI) market. The company rents out capacity for AI workloads, something that is in great need right now, and this has translated into explosive growth and stock price performance. CoreWeave is even backed by Nvidia, with the AI giant holding shares in the company. All of this has put CoreWeave in the headlines, but this doesn't necessarily mean it will deliver the biggest AI gain over time. The following AI pick could outperform it. A broad range of customers This company also operates in the cloud market, but it's much bigger than CoreWeave and offers a wider range of services. I'm talking about Alphabet (GOOG 2.25%) (GOOGL 2.01%). While CoreWeave focuses on AI, Alphabet sells both AI and non-AI cloud offerings. This is positive because it allows Alphabet to benefit from the AI growth story while also generating revenue from a broader range of customers. Alphabet isn't new to the cloud space as it's been growing Google Cloud since 2008 and has become a significant player in the industry. This is positive because companies that already rely on Google Cloud may turn to it now for their AI needs. So, it's well-positioned to benefit from the AI revolution. And these gains have already started, with Google Cloud revenue soaring in recent quarters. In the latest period, for example, cloud revenue rose 48% to $17 billion, led by demand for AI infrastructure and solutions. This shows that AI is offering a lift to an already thriving business. Expand NASDAQ : GOOGL Alphabet Today's Change ( -2.01 %) $ -6.17 Current Price $ 300.96 Key Data Points Market Cap $3.6T Day's Range $ 298.29 - $ 305.76 52wk Range $ 140.53 - $ 349.00 Volume 1.6M Avg Vol 32M Gross Margin 59.68 % Dividend Yield 0.28 % From Gemini to chips Alphabet's AI developments, from large language model Gemini to its own in-house designed chips, are serving its cloud custome...
IREN (NASDAQ: IREN) just rattled investors with a massive capital raise, but the fear may be masking a powerful AI growth story. If management executes on its GPU and data center expansion, this recent pullback could eventually look like a rare opportunity. Stock prices used were the market prices of March 16, 2026. The video was published on March 21, 2026. Continue reading
IREN (NASDAQ: IREN) just rattled investors with a massive capital raise, but the fear may be masking a powerful AI growth story. If management executes on its GPU and data center expansion, this recent pullback could eventually look like a rare opportunity. Stock prices used were the market prices of March 16, 2026. The video was published on March 21, 2026. Continue reading
Key Points CoreWeave completed an IPO last year and has climbed 100% since that time. The company is helping AI customers run their workloads. 10 stocks we like better than Alphabet › CoreWeave (NASDAQ: CRWV) has taken center stage since its initial public offering last year, thanks to its role in the artificial intelligence (AI) market. The company rents out capacity for AI workloads, something t...
Key Points CoreWeave completed an IPO last year and has climbed 100% since that time. The company is helping AI customers run their workloads. 10 stocks we like better than Alphabet › CoreWeave (NASDAQ: CRWV) has taken center stage since its initial public offering last year, thanks to its role in the artificial intelligence (AI) market. The company rents out capacity for AI workloads, something that is in great need right now, and this has translated into explosive growth and stock price performance. CoreWeave is even backed by Nvidia, with the AI giant holding shares in the company. All of this has put CoreWeave in the headlines, but this doesn't necessarily mean it will deliver the biggest AI gain over time. The following AI pick could outperform it. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » A broad range of customers This company also operates in the cloud market, but it's much bigger than CoreWeave and offers a wider range of services. I'm talking about Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). While CoreWeave focuses on AI, Alphabet sells both AI and non-AI cloud offerings. This is positive because it allows Alphabet to benefit from the AI growth story while also generating revenue from a broader range of customers. Alphabet isn't new to the cloud space as it's been growing Google Cloud since 2008 and has become a significant player in the industry. This is positive because companies that already rely on Google Cloud may turn to it now for their AI needs. So, it's well-positioned to benefit from the AI revolution. And these gains have already started, with Google Cloud revenue soaring in recent quarters. In the latest period, for example, cloud revenue rose 48% to $17 billion, led by demand for AI infrastructure and solutions. This shows that AI is offering a lift to an already thriving...
Michael Vi/iStock Editorial via Getty Images Tencent ( TCEHY ) ( TCTZF ) on Sunday rolled out a new AI feature that connects its WeChat platform with the fast-growing OpenClaw agent, marking a deeper push into the rapidly evolving AI agent space. The tool, called ClawBot, is embedded directly within WeChat as a contact, enabling users to interact with the AI through standard messaging. With more t...
Michael Vi/iStock Editorial via Getty Images Tencent ( TCEHY ) ( TCTZF ) on Sunday rolled out a new AI feature that connects its WeChat platform with the fast-growing OpenClaw agent, marking a deeper push into the rapidly evolving AI agent space. The tool, called ClawBot, is embedded directly within WeChat as a contact, enabling users to interact with the AI through standard messaging. With more than 1 billion monthly users, WeChat provides Tencent ( TCEHY ) ( TCTZF ) with a powerful distribution channel for expanding AI adoption. OpenClaw, an open-source agent capable of handling tasks like file transfers and email automation, has gained traction in recent weeks as interest in autonomous AI tools accelerates. Users can now send commands and receive responses through the familiar chat interface. The launch builds on Tencent’s ( TCEHY ) ( TCTZF ) broader AI push, including a recently introduced suite of agents tailored for consumers, developers and enterprise users. Competition in China’s AI sector is intensifying. Alibaba recently introduced its own multi-agent enterprise platform, while Baidu has released a range of tools built on OpenClaw across desktop, cloud and mobile environments. The rapid rollout of these products highlights growing demand for AI agents, even as regulators raise concerns about potential security risks. More on Tencent Tencent Holdings Limited (TCEHY) Q4 2025 Earnings Call Transcript Tencent: Strong Q4 Reinforces China's Undervalued AI And Cloud Growth Story Tencent Holdings Limited 2025 Q4 - Results - Earnings Call Presentation Alibaba, Tencent shed $66B as AI monetization concerns hit stocks: report Tencent tops Q4 estimates
Project Hail Mary , from Amazon.com Inc. ’s Metro-Goldwyn-Mayer studio, was the No. 1 film at the US and Canadian box office this weekend with $80.5 million worth of tickets, scoring the highest grossing debut of any movie this year. The film’s performance in its opening weekend surpassed Creed III as the best for an Amazon title since the company acquired MGM for $8.5 billion in 2022. Industry tr...
Project Hail Mary , from Amazon.com Inc. ’s Metro-Goldwyn-Mayer studio, was the No. 1 film at the US and Canadian box office this weekend with $80.5 million worth of tickets, scoring the highest grossing debut of any movie this year. The film’s performance in its opening weekend surpassed Creed III as the best for an Amazon title since the company acquired MGM for $8.5 billion in 2022. Industry tracker Boxoffice Pro had forecast sales of at least $70 million. More than a fifth of Project Hail Mary ‘s box office came from Imax Corp. screens. Since closing the MGM deal, which handed Amazon control of film franchises including James Bond and The Pink Panther , the e-commerce conglomerate has pledged to release more than a dozen pictures in cinemas annually before making them available on its Prime Video streaming service. Project Hail Mary , directed by Phil Lord and Christopher Miller, is adapted from the novel of the same name by Andy Weir. It follows the adventure of biologist-turned-teacher-turned-astronaut Ryland Grace, played by Ryan Gosling , who wakes up with amnesia aboard a spacecraft. The film achieved critical acclaim, and its commercial performance ends a string of low box-office hauls for Amazon this year on titles such as Mercy and Crime 101 . Amazon, which hired former Warner Bros. Discovery Inc. executives Courtenay Valenti and Sue Kroll to run its film studio and lead its marketing, is less dependent on the success of its theatrical releases than traditional Hollywood distributors. It uses cinemas primarily as a means to recoup some production and marketing costs before feeding the titles to its Prime user base, which is largely formed of online shoppers. Amazon’s commitment to theaters helps support chains such as AMC Entertainment Holdings Inc. and Regal Cineworld Group that are seeking more films from Hollywood. Last year, Amazon announced that it would be working with Denis Villeneuve , the director of the Dune trilogy, on a new Bond film. The dom...