RiverNorthPhotography/iStock Unreleased via Getty Images One company that I have been bullish about for a while now is Verizon Communications ( VZ ). The telecommunications giant is, in my opinion, one of the most attractive prospects on the market right now. I know this may seem odd considering it's not exactly a high-growth name. In fact, the growth the company is experiencing could only be desc...
RiverNorthPhotography/iStock Unreleased via Getty Images One company that I have been bullish about for a while now is Verizon Communications ( VZ ). The telecommunications giant is, in my opinion, one of the most attractive prospects on the market right now. I know this may seem odd considering it's not exactly a high-growth name. In fact, the growth the company is experiencing could only be described as sluggish. After all, it is a large player in a very mature industry. Having said that, financial performance on the bottom line has been impressive, and shares are trading at incredibly low levels. Relative to other comparable companies, the stock is trading on the cheap, and the overall debt picture of the business remains top tier. When you add all of this together, it's difficult to view this as anything other than a 'strong buy'. That is what I have had the company rated at for quite some time now. I reaffirmed that in my last article about it, published in October of last year when news broke that it was collaborating with AST SpaceMobile ( ASTS ) in order to provide space-based cellular broadband across the continental US. Fast forward to today, and the company is underperforming the market. However, it remains a compelling opportunity from a valuation standpoint and based solely on fundamentals. So even though the market is currently disagreeing with me, I feel confident in my 'strong buy' rating of the business. As a value investor, I am committed to adjusting my opinion as the data sees fit. It just so happens that new data will soon be released. Before the market opens on January 30th, the management team at Verizon Communications will be reporting financial results covering the final quarter of the company's 2025 fiscal year. Leading up to that point, analysts actually seem a bit mixed in their expectations , with revenue forecasted to rise while profitability takes a hit. But absent something big and unexpected occurring, that's not enough for me to cha...
In recent weeks, Amazon has moved ahead with what could become its largest corporate workforce reduction, aiming to cut around 30,000 white-collar roles across AWS, retail, Prime Video, and human resources while emphasizing greater use of AI and automation. Management is presenting these layoffs as part of a broader effort to strip out management layers and concentrate investment on artificial int...
In recent weeks, Amazon has moved ahead with what could become its largest corporate workforce reduction, aiming to cut around 30,000 white-collar roles across AWS, retail, Prime Video, and human resources while emphasizing greater use of AI and automation. Management is presenting these layoffs as part of a broader effort to strip out management layers and concentrate investment on artificial intelligence, cloud infrastructure, and other high-priority initiatives rather than as a response to acute financial stress. We’ll explore how this large-scale workforce reduction and pivot toward AI and automation could reshape Amazon’s long-term investment narrative. We've found . See the full list for free. Advertisement What Is Amazon.com's Investment Narrative? To own Amazon today, you really have to believe that its mix of retail, cloud, AI and advertising can keep compounding from a much leaner base. The planned 30,000-role corporate reduction sits alongside heavy AI and data center spending, and the new AWS European Sovereign Cloud underlines that this is not just cost cutting but a refocusing on high‑priority infrastructure where regulation and data residency matter. Short term, the key catalyst still looks like AWS performance and proof that AI investment is translating into customer demand, not just higher capital expenditure. The sovereign cloud launch could support that narrative in Europe, but it is unlikely by itself to move the needle near term compared with upcoming earnings and commentary around AI-driven capex, retail margins under tariff pressure, and the looming FTC antitrust trial. Exploring Other Perspectives AMZN 1-Year Stock Price Chart However, one emerging concern is how far rising AI infrastructure spending could squeeze Amazon’s free cash flow. Amazon.com's shares have been on the rise but are still potentially undervalued by 42%. .The Simply Wall St Community’s 120 fair value estimates for Amazon span roughly US$208 to US$450 per share, with many ...
(RTTNews) - Elbit Systems Ltd. (ESLT) Monday said that, following the U.S. Government's publication on September 29, 2025, of an award to General Dynamics Ordnance and Tactical Systems or GD-OTS for the Bradley Fighting Vehicle Active Protection System or APS, GD-OTS has awarded Elbit Systems a $228 million contract to supply its Iron Fist APS. The contract will be carried out over a period of thr...
(RTTNews) - Elbit Systems Ltd. (ESLT) Monday said that, following the U.S. Government's publication on September 29, 2025, of an award to General Dynamics Ordnance and Tactical Systems or GD-OTS for the Bradley Fighting Vehicle Active Protection System or APS, GD-OTS has awarded Elbit Systems a $228 million contract to supply its Iron Fist APS. The contract will be carried out over a period of three years, the company added. . The Israeli defence electronics company said that the Iron Fist APS is an advanced hard-kill active protection system designed to enhance the survivability and self-defense of armored platforms against modern battlefield threats. Elbit Systems said that the award marks the third selection of Iron Fist APS by the U.S. Army. The contract follows an initial agreement awarded to Elbit Systems by GD-OTS, which the company previously announced on May 5, 2024. On the Nasdaq, ESLT ended Friday's trading at $718.99, up $10.14 or 1.43 percent. In pre-market trading, the stock is down 0.97 percent or $6.99 at $712.00 pence. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
(RTTNews) - Leidos Holdings, Inc. (LDOS), a technology and engineering services provider, said on Monday it has agreed to acquire ENTRUST Solutions Group from Kohlberg for approximately $2.4 billion in cash, expanding its presence in the energy infrastructure market. ENTRUST provides engineering services across the full power delivery value chain, from generation to transmission and distribution, ...
(RTTNews) - Leidos Holdings, Inc. (LDOS), a technology and engineering services provider, said on Monday it has agreed to acquire ENTRUST Solutions Group from Kohlberg for approximately $2.4 billion in cash, expanding its presence in the energy infrastructure market. ENTRUST provides engineering services across the full power delivery value chain, from generation to transmission and distribution, serving both gas and electric utilities. The transaction is expected to immediately boost Leidos' revenue growth and add to adjusted earnings per share in 2027. Leidos said the acquisition will roughly double the size of its $600 million energy infrastructure engineering business and expand its utility customer base. Leidos plans to fund the acquisition through a combination of new debt, cash on hand and commercial paper. The transaction is expected to close by the end of the second quarter of 2026. Leidos shares closed at $191.23 on Friday, down 1.15%. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Wall Street futures pointed modestly lower pre-bell Monday as traders weighed record precious metal Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Wall Street futures pointed modestly lower pre-bell Monday as traders weighed record precious metal Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
针对特朗普的施压，加拿大总理卡尼回应强调加拿大无意与中国签署自由贸易协定，美方若实施100%关税，最终承担成本的将是美国消费者 【财新网】 当地时间1月24日，美国总统特朗普在社交媒体上威胁称，若加拿大与中国达成贸易协定（make a deal with China），美方将对所有从加拿大进口的商品征收100%关税。 “如果卡尼‘州长’认为他要把加拿大变成中国向美国输送商品的‘转运港’（Drop ...
针对特朗普的施压，加拿大总理卡尼回应强调加拿大无意与中国签署自由贸易协定，美方若实施100%关税，最终承担成本的将是美国消费者 【财新网】 当地时间1月24日，美国总统特朗普在社交媒体上威胁称，若加拿大与中国达成贸易协定（make a deal with China），美方将对所有从加拿大进口的商品征收100%关税。 “如果卡尼‘州长’认为他要把加拿大变成中国向美国输送商品的‘转运港’（Drop Off Port），那他就大错特错了，”特朗普在“真实社交”的帖文中耸人听闻地宣称，中国会“生吞”了加拿大，将其商业体系、社会结构和整体生活方式“彻底摧毁”。
Gold topped $5,000 an ounce Monday, extending a breakneck rally fueled by investor flight from sovereign bonds and currencies. Ven Ram reports on Bloomberg Television. (Source: Bloomberg)
Gold topped $5,000 an ounce Monday, extending a breakneck rally fueled by investor flight from sovereign bonds and currencies. Ven Ram reports on Bloomberg Television. (Source: Bloomberg)
IonQ ( IONQ ) to acquire SkyWater ( SKYT ) for $35.00 per share in a cash-and-stock transaction, implying a total equity value of approximately $1.8B. Under the terms of the agreement, SkyWater shareholders will receive $15.00 in cash and $20.00 in shares of IonQ common stock, subject to a collar, for each share of SkyWater common stock held at close of the transaction. The purchase price represen...
IonQ ( IONQ ) to acquire SkyWater ( SKYT ) for $35.00 per share in a cash-and-stock transaction, implying a total equity value of approximately $1.8B. Under the terms of the agreement, SkyWater shareholders will receive $15.00 in cash and $20.00 in shares of IonQ common stock, subject to a collar, for each share of SkyWater common stock held at close of the transaction. The purchase price represents a 38.0% premium to the 30-day volume-weighted average price of SkyWater shares as of market close on January 23, 2026. The transaction is expected to close in the second or third quarter of 2026. Following the close of the transaction, SkyWater will operate as a wholly owned subsidiary under the SkyWater name serving a full range of customers. SkyWater shareholders will own between 4.4% and 6.7% of the combined company under the collar. With SkyWater acquisition, IonQ strengthens its position as the only vertically integrated full-stack quantum platform company, with embedded access to a Trusted U.S. foundry. As a result, the combined company is expected to pull forward functional testing of its 200,000 qubit QPUs in 2028 enabling over 8,000 ultra-high fidelity logical qubits. IonQ expects to deliver full year 2025 revenue results at the high end or above its previously announced range of $106 million to $110 million ($108.56M consensus) when it reports its fourth quarter and full year 2025 earnings results next month. Companies to host joint webcast today at 8:30 a.m. ET Source: Press Release More on IonQ, SkyWater Technology SkyWater Technology: One Year Later, The Easy Money Is Gone SkyWater Technology, Inc. (SKYT) Presents at 28th Annual Needham Growth Conference - Slideshow IonQ: When Quantum Hype Fades (Rating Downgrade) Rigetti rises after upgrade at B. Riley Applied Digital most shorted stock in December, NTT DATA sees least interest
Solskin/DigitalVision via Getty Images Biotech stocks have stormed back to be among the alpha leaders over the past few quarters. The iShares Biotechnology ETF ( IBB ) fell hard from Q4 2024 to the April 2025 low, sharply lagging the S&P 500 over that stretch. Since springtime last year, however, it has outperformed. Big M&A trends and a speculative risk-appetite among global investors have been k...
Solskin/DigitalVision via Getty Images Biotech stocks have stormed back to be among the alpha leaders over the past few quarters. The iShares Biotechnology ETF ( IBB ) fell hard from Q4 2024 to the April 2025 low, sharply lagging the S&P 500 over that stretch. Since springtime last year, however, it has outperformed. Big M&A trends and a speculative risk-appetite among global investors have been key upside catalysts. I had a hold rating on IBB back in October of 2024 . The fund declined from $145 to a $107 low, but has since notched marginal all-time highs, just below the $180 mark. Today, I reiterate a hold rating. With the fund wrapping around previous record highs and a fair valuation, I see balance risks heading into the heart of the Q4 2025 earnings season. IBB Outperforming XLV, SPY YoY Stockcharts.com Strong Biotech M&A Growth Expected in 2026 Pitchbook, ING According to the issuer , IBB offers investors exposure to the biotech industry within the broad US stock market. Targeting no more than a few hundred individual companies, it is a liquid ETF that allows investors to express an industry view without taking much stock-specific risk in the volatile biotech sector. It invests in growth and value stocks across diversified market capitalizations. After a 21% total return since my previous analysis, IBB’s assets under management has risen from $7.1 billion to $8.7 billion today. The annual expense ratio is moderate at 44 basis points, while the trailing 12-month dividend yield is low at only 0.22%. That’s about a full percentage point below that of the S&P 500. Share-price momentum has turned much improved from six months ago, earning the product a solid B+ ETF Grade in that category by Seeking Alpha’s quantitative scoring system. But IBB is notoriously risky , given its exclusive exposure to the often debt-heavy and deal-dependent niche of the global equity market. As for liquidity , IBB is highly tradable, thanks to an average daily volume of more than 2 mill...
March S&P 500 E-Mini futures ( ESH26 ) are down -0.05%, and March Nasdaq 100 E-Mini futures ( NQH26 ) are down -0.14% this morning, pointing to a muted open on Wall Street as President Trump’s tariff threats against Canada and the looming risk of a partial U.S. government shutdown curbed risk appetite at the start of a busy week. U.S. President Donald Trump on Saturday threatened Canada with 100% ...
March S&P 500 E-Mini futures ( ESH26 ) are down -0.05%, and March Nasdaq 100 E-Mini futures ( NQH26 ) are down -0.14% this morning, pointing to a muted open on Wall Street as President Trump’s tariff threats against Canada and the looming risk of a partial U.S. government shutdown curbed risk appetite at the start of a busy week. U.S. President Donald Trump on Saturday threatened Canada with 100% tariffs on all its exports to the U.S. if it strikes a trade deal with China. Trump said in a social media post that if Canadian Prime Minister Mark Carney “thinks he is going to make Canada a ‘Drop Off Port’ for China to send goods and products into the United States, he is sorely mistaken.” He added, “China will eat Canada alive, completely devour it, including the destruction of their businesses, social fabric, and general way of life.” Meanwhile, worries about a partial U.S. government shutdown intensified over the weekend after Senate Democratic leader Chuck Schumer pledged to block a sweeping spending package unless Republicans remove funding for the Department of Homeland Security. Schumer’s announcement followed an incident in which a Border Patrol agent shot and killed an American intensive care unit nurse in Minnesota during protests over the state’s immigration crackdown. Without Senate approval of the funding package by Friday, the federal government will enter a partial shutdown this weekend. This week, market participants look ahead to earnings reports from major tech names, the Federal Reserve’s interest rate decision, and a slew of U.S. economic data. In Friday’s trading session, Wall Street’s major equity averages closed mixed. Most members of the Magnificent Seven stocks climbed, with Microsoft ( MSFT ) rising over +3% and Amazon.com ( AMZN ) gaining more than +2%. Also, gold mining stocks advanced after gold prices climbed to a record high, with Newmont Mining ( NEM ) and Freeport-McMoran ( FCX ) rising over +2%. In addition, Fortinet ( FTNT ) surged more...