NextEra Energy, Inc. (NYSE:NEE) is included in our list of the best AI energy stocks to buy now. Jefferies Remains Cautious on NextEra Energy (NEE) As Eyes Turn to Execution On January 14, 2026, NextEra Energy, Inc. (NYSE:NEE) saw Jefferies slightly lower its price target from $88 to $87, while reiterating a ‘Hold’ rating. The firm’s target reduction was attributed to valuation discipline rather than a shift in fundamentals. Furthermore, Jefferies expressed confidence in management’s goal to achieve 8%+ EPS growth. In 2026, the firm cites large data center-related power contracts as the key catalyst for the stock. Moreover, the firm sees no meaningful new disclosures in the upcoming fourth-quarter earnings call, as strategic updates have already been digested at the December Investor Day. Thus, Jefferies is more focused on execution rather than short-term narrative shifts. Meanwhile, on the execution front, NextEra Energy, Inc. (NYSE:NEE) and Meta Platforms finalized roughly 2.5 GW of clean energy agreements across 13 projects. Spanning PPAs and energy storage agreements across ERCOT, SPP, MISO, and New Mexico, the contracts are expected to come online between 2026 and 2028. The move reinforces the company’s positioning as a leading partner for hyperscalers scaling power-intensive data centers. NextEra Energy, Inc. (NYSE:NEE), a leading U.S. renewable power company, operates the regulated Florida utility FPL and its energy infrastructure arm, NEER. The company is focused on wind, solar, and battery storage avenues. While we acknowledge the potential of NEE 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: What Are the Best Stocks to Buy Right Now? and 10 Stocks Under $1 That Will Explode. Disclosure: No...

Vistra Corp. (NYSE:VST) is included in our list of the best AI energy stocks to buy now. Mixed Analyst Sentiment on Vistra (VST) Amid Increasing Regulatory Risk and Long-Term Contract Wins On January 15, 2026, Jefferies stated that it is seeing heightened regulatory risk for established power producers. The cautious sentiment builds following reports of potential PJM market intervention aimed at electricity affordability and reliability. As a result of this development, Vistra Corp. (NYSE:VST)’s shares experienced a 9% decline. The firm emphasized net risk to existing assets from market intervention as a key contributor to the sharp pullback in the stock. Still, Vistra Corp. (NYSE:VST) continues to draw positive analyst attention amid operational excellence and long-term contracting. On January 12, 2026, the company announced a 20-year nuclear power purchase agreement with Meta for 2.6 GW. With this move, Vistra aims to improve long-duration, zero-carbon revenue visibility. Amid this major development, Scotiabank increased its price target to $293, while reiterating an ‘Outperform’ rating, and UBS raised its target to $233 with a ‘Buy’ rating. Additionally, BofA reduced its price target to $218 on lower gas premiums, raising FY26-FY27 estimates. The firm’s optimism reflects a benefit from PJM PPAs and updated generation assumptions. Vistra Corp. (NYSE:VST) focuses on generating and selling electricity and natural gas across multiple U.S. regions. While we acknowledge the potential of VST 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: What Are the Best Stocks to Buy Right Now? and 10 Stocks Under $1 That Will Explode. Disclosure: None.

Dzmitry Dzemidovich Infleqtion's joint registration statement on Form S-4 with Churchill Capital Corp X ( CCCX ) was declared effective by the Securities and Exchange Commission on Jan. 23. An S-4 document is filed by companies to register new securities issued in connection with mergers, acquisitions, and consolidations, among other things. It provides shareholders with detailed information, including risks and financial data. Quantum computing firm Infleqtion said in September last year that it is going public via a business combination with special purpose acquisition company Churchill. Infleqtion said Churchill has set a meeting date of Feb. 12 for its extraordinary general meeting to approve the proposed business combination and related matters. Infleqtion designs, builds, and sells quantum computers, precision sensors, and software to governments, enterprises, and research institutions, according to the company. The company noted that its systems are used in collaboration with Nvidia ( NVDA ) and by customers including the U.S. Department of War, NASA, and the U.K. government. Infleqtion said the proposed business combination is expected to deliver over $540M in gross proceeds, assuming no redemptions by Churchill shareholders of the amounts held in trust. This includes more than $125M of incremental capital raised through a common stock Private Investment in Public Equity, or PIPE, at the transaction valuation from existing and new institutional investors. The company noted that proceeds are expected to accelerate Infleqtion’s technology roadmap and product commercialization, expanding applications across AI, national security, and space, and enabling additional real-world use cases. The combined company will operate as Infleqtion, Inc. and is expected to be listed on the New York Stock Exchange under the ticker INFQ. The business combination is expected to close in the first quarter of 2026. More on Churchill Capital Infleqtion: The Quantum Stock To Own - Sa...

WANAN YOSSINGKUM/iStock via Getty Images In recent quarters, I have observed Bandwidth ( BAND ) steadily improving its underlying business fundamentals, with healthy top-line growth and expanding margins. This view has supported my Buy rating on the stock. The company is effectively tapping into the global voice AI market by offering software services like transcription, translation, and voice cloning, thereby generating a fast-growing stream of high-margin recurring revenue. In fact, BAND's CEO has previously stated that an AI voice call with these added features could generate between three and four times as much revenue as that of a standard voice call. Following 8% underlying cloud communications revenue growth expected for FY25, I see growth accelerating in 2026, helped by political messaging from the upcoming US midterm elections. Given the tailwinds from AI and the growing contribution from software revenue, I see BAND's moat strengthening, justifying a significantly higher multiple than its current 5.2x FCF. I am therefore maintaining my Buy rating. Outlook for 2026 Excluding the contribution from political messaging related to the US Presidential election in 2024, Q3 cloud communications revenue was up 8% year-over-year. Based on management's guidance, Q4 cloud communications revenue growth is set to accelerate modestly to 10%. Notably, I chose to exclude messaging surcharges from my estimates, as they only represent pass-through costs. NRR was compressed due to the lower political contribution but remained healthy at 107% when adjusting for this. It remains a key metric to track for this business in order to understand existing customer adoption of BAND's growing voice AI product offering. The Communication Platform as a Service (“CPaaS”) market is forecasted to grow at an 18.8% CAGR from 2025 to 2034, with AI-powered chatbots and virtual assistants being a key growth driver. BAND is leveraging its Maestro software to provide customers with the infrastruct...

3 Durable Stocks to Buy Now for the Long Term Morningstar

Image source: The Motley Fool. Friday, March 14, 2025 at 2:00 p.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Jeff Dick Chief Lending Officer — Tom Floyd Chief Accountant — Alex Vari Chief Financial Officer — Tom Chmelik TAKEAWAYS Net Loss -- The company reported a net loss per share of $1.60, primarily driven by a full impairment of intangible assets related to Venue. -- The company reported a net loss per share of $1.60, primarily driven by a full impairment of intangible assets related to Venue. Return on Average Assets -- Return on average assets was negative 0.47% for 2024. -- Return on average assets was negative 0.47% for 2024. Return on Average Equity -- Return on average equity was negative 4.44% in the reporting period. -- Return on average equity was negative 4.44% in the reporting period. Net Interest Margin -- Net interest margin was 3.13% for the year, with management noting that deposit carrying costs compressed the NIM by 9 basis points in the fourth quarter only. -- Net interest margin was 3.13% for the year, with management noting that deposit carrying costs compressed the NIM by 9 basis points in the fourth quarter only. Impairment Impact -- Intangible asset write-down reduced earnings per share by $2.14, return on average assets by 76 basis points, and return on average equity by 724 basis points, with the adjustment effective as of year-end. -- Intangible asset write-down reduced earnings per share by $2.14, return on average assets by 76 basis points, and return on average equity by 724 basis points, with the adjustment effective as of year-end. Credit Costs -- Net charge-offs totaled $4.5 million, provision expense was $2.9 million, and $1.9 million of interest income was reversed, all impacting 2024 earnings. -- Net charge-offs totaled $4.5 million, provision expense was $2.9 million, and $1.9 million of interest income was reversed, all impacting 2024 earnings. Tangible Book Value -- Tangible book value ended at $23.77 per s...

Image source: The Motley Fool. Wednesday, July 30, 2025 at 8 a.m. ET CALL PARTICIPANTS Chairman, President, and Chief Executive Officer — Timothy M. Knavish Senior Vice President and Chief Financial Officer — Vincent J. Morales Director, Investor Relations — Alex Lopez TAKEAWAYS Net Sales -- $4.2 billion with organic sales growth of 2%, driven by Aerospace Coatings, Protective & Marine Coatings, and Packaging Coatings. -- $4.2 billion with organic sales growth of 2%, driven by Aerospace Coatings, Protective & Marine Coatings, and Packaging Coatings. Adjusted Earnings Per Diluted Share -- $2.22, reflecting overall profitability for the quarter. -- $2.22, reflecting overall profitability for the quarter. Segment EBITDA Margin -- 20.3% for the quarter, indicating stable profitability at the segment level. -- 20.3% for the quarter, indicating stable profitability at the segment level. Share Repurchases -- $150 million in the quarter and $540 million year-to-date, signaling ongoing capital return to shareholders. -- $150 million in the quarter and $540 million year-to-date, signaling ongoing capital return to shareholders. Dividend Increase -- Quarterly dividend per share raised by 4% in July, reinforcing management's stated confidence in future growth. -- Quarterly dividend per share raised by 4% in July, reinforcing management's stated confidence in future growth. Performance Coatings Segment -- Record net sales and earnings, with organic sales up 6% from both higher prices and volume, and segment EBITDA up 8% year over year. -- Record net sales and earnings, with organic sales up 6% from both higher prices and volume, and segment EBITDA up 8% year over year. Aerospace Coatings -- High single-digit percentage organic sales growth and record quarterly sales, with order backlogs steady at approximately $300 million. -- High single-digit percentage organic sales growth and record quarterly sales, with order backlogs steady at approximately $300 million. Protective & Marin...

Booz Allen Shares Hammered After Treasury Cancels Consulting Contracts Shares of Booz Allen Hamilton tumbled the most in months during late Monday morning trading after U.S. Treasury Secretary Scott Bessent canceled dozens of contracts tied to the consulting firm. Secretary Bessent said 31 contracts with Booz Allen were terminated, representing $4.8 million in annual spending and $21 million in total obligations. " President Trump has entrusted his cabinet to root out waste, fraud, and abuse, and canceling these contracts is an essential step to increasing Americans' trust in government ," he said, adding, "Booz Allen failed to implement adequate safeguards to protect sensitive data, including the confidential taxpayer information it had access to through its contracts with the Internal Revenue Service." Treasury pointed to an incident with Booz Allen in recent years: Most notably, between 2018 and 2020, Charles Edward Littlejohn — an employee of Booz Allen Hamilton — stole and leaked the confidential tax returns and return information of hundreds of thousands of taxpayers. Last spring, Booz Allen said it was undergoing a major restructuring and planned to cut roughly 2,500 jobs, about 7% of its workforce, as President Trump's DOGE efforts reduced government spending by discontinuing federal contracts. Later in the year, CEO Horacio Rozanski told investors the company was "making the difficult decision to reduce layers and numbers in our senior ranks" due to federal contract reductions and a broader slowdown in government funding. Shares of Booz Allen are down 7.5% in the cash session this morning, marking the worst single-day decline since October 24, when the stock fell about 9%. Shares have been cut roughly in half since President Trump's November 2024 election victory, as Elon Musk's DOGE initiative began aggressively targeting waste, fraud, and abuse across the federal bureaucracy in early 2025. In May 2025, Goldman analyst Noah Poponak downgraded Booz Allen fr...

Ceri Breeze Shares of Booz Allen Hamilton ( BAH ) fell sharply on Monday after the U.S. Treasury Department said it had terminated contracts with the consulting firm, citing failures to adequately protect sensitive taxpayer information. The stock dropped as much as 10% following the announcement, which said roughly $21 million in Treasury contracts had been canceled. The department said the decision stemmed from deficiencies in data security controls tied to Booz Allen’s ( BAH ) work with the Internal Revenue Service. Treasury Secretary Scott Bessent said the cancellations were intended to reinforce public confidence in how the government safeguards confidential information, adding that the firm did not meet required standards for protecting sensitive data it accessed through its contracts. The move reflects a broader enforcement posture from the Department of Government Efficiency, or DOGE, which has increasingly scrutinized federal contractors and moved to terminate agreements it deems misaligned with security, performance or cost-efficiency standards. Since its creation, DOGE has played a central role in canceling or renegotiating government contracts across multiple agencies as part of an effort to tighten oversight and reduce perceived operational risks. More on Booz Allen Booz Allen Hamilton Holding Corporation (BAH) Q3 2026 Earnings Call Transcript Booz Allen Hamilton Holding Corporation 2026 Q3 - Results - Earnings Call Presentation Booz Allen Hamilton: Slight Outperformance, I'm Adding More Booz Allen narrows revenue guidance to $11.3B-$11.4B while advancing outcome-based contracts and AI strategy Booz Allen Hamilton trades higher on raised fiscal 2026 profitability outlook

US aircraft carrier enters Middle East region, officials say Reuters

“I am completely disgusted by the lack of accountability and the failure to honor warranties.”

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Key Points The TikTok deal is done and the US business is now officially known as "TikTok USDS Joint Venture LLC." Oracle will own a significant, but not controlling stake in the new TikTok JV. 10 stocks we like better than Oracle › Oracle (NYSE: ORCL) stock jumped 3% through 10:40 a.m. ET Monday after publication of an internal memo to employees from TikTok CEO Shou Chew -- confirming the TikTok U.S. deal is done. Oracle, alongside private equity firm Silver Lake and Abu Dhabi-based MGX, now collectively owns 45% of TikTok U.S. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Non-Chinese ownership totals 80%, with 20% of the new joint venture remaining under control of Chinese parent company ByteDance. What does the TikTok memo say? As Business Insider reported today, the memo (circulated on Thursday) confirms that "TikTok USDS Joint Venture LLC has been established in compliance with the Executive Order signed by President Trump on September 25, 2025." The joint venture is "majority American owned" and "will operate under defined safeguards that protect national security through comprehensive data protections, algorithm security, content moderation, and software assurances for US users." The Chinese side of the joint venture appears to be a ByteDance subsidiary called "TT Commerce & Global Services LLC." The company's board of directors has appointed Adam Presser to run the JV. According to his LinkedIn profile, Mr. Presser has been with TikTok for nearly 4 years and was formerly head of Warner Bros. Entertainment's subsidiary, WarnerMedia China, Austria & New Zealand. What does this mean for Oracle stock? At this early date, it's unclear how good this news is for Oracle -- although the fact that Oracle has been actively pursuing an ownership stake in TikTok U.S. for the last few years suggests that Oracle, at least, will think this is good news...

lcva2/iStock Editorial via Getty Images Microsoft Corporation ( MSFT ) has underperformed since my last report , returning 9.5% against the S&P 500’s ( SP500 ) 23.4%. That is not the type of performance I am looking for in buy-rated names. However, it should be noted that the stock price reached a 52-week high of $555.45 against my price target of $502.86. So, MSFT's stock price performed above expectations. In this report, I will analyze the stock price performance, discuss the expectations for Q2 2026, assess the risks and opportunities for Microsoft, and update my price target. A Look At MSFT Stock Performance Data by YCharts I believe it is always good to not solely look at the share price development from the time of the publication until the time we revisit a company’s stock. The reason is quite simple, and that reason is that it may ignore that a price target has been reached between those two points in time. I initially saw around 27% upside with a $502 price target, which was reached by the 9 th of July 2025. If we look at the price performance of the S&P 500 in the same time period, we note that the S&P 500 returned “only” 12.5%. Furthermore, if we stretch the period until the point where Microsoft stock reached its all-time high, which was towards the end of October 2025, we note that the stock delivered a 37.1% return compared to the 23.7% return for the S&P 500. So, the stock actually delivered and then some, while it still outperformed the S&P 500. That also means that I am not unhappy with the buy rating and the share price performance. Wall Street Expects 21% Growth in EPS and 15% Growth in Sales Seeking Alpha For the second quarter, analysts are expecting Microsoft to report revenues of $80.3 billion, indicating 15.3% growth. Estimates range from $78.6 billion to $81.7 billion. Revisions on revenue expectations have barely changed over the past months, with a 0.4% upward revision over the past six months and less than 0.1% over the past three months...

Microsoft Hit My Price Target And Pulled Back: Why I’m Upgrading To Strong Buy (MSFT) Seeking Alpha

Image source: The Motley Fool. Thursday, October 23, 2025 at 8:00 a.m. ET Call participants President and Chief Executive Officer — Neil L. Hunn Executive Vice President and Chief Financial Officer — Jason V. Conley Vice President and Principal Accounting Officer — Brandon Cross Senior Vice President of Finance — Shannon O'Callaghan Vice President of Investor Relations — Zack Moxcey Takeaways Total Revenue -- $2 billion, representing 14% growth, with acquisitions contributing 8% and organic revenue up 6% across all segments. -- $2 billion, representing 14% growth, with acquisitions contributing 8% and organic revenue up 6% across all segments. Software Bookings -- Grew in the high-single-digit percentage area, attributed mainly to Deltek and CentralReach’s AI-enabled solutions. -- Grew in the high-single-digit percentage area, attributed mainly to Deltek and CentralReach’s AI-enabled solutions. EBITDA -- $810 million, up 13%, with a 40.2% EBITDA margin; core segment margins expanded 30 basis points, driven by software segments. -- $810 million, up 13%, with a 40.2% EBITDA margin; core segment margins expanded 30 basis points, driven by software segments. DEPS (Diluted Adjusted Earnings Per Share) -- $5.14, up 11%, exceeding the high end of previous guidance by $0.02 despite $0.05 of dilution from Q3 acquisitions. -- $5.14, up 11%, exceeding the high end of previous guidance by $0.02 despite $0.05 of dilution from Q3 acquisitions. Free Cash Flow -- $842 million, up 17%, delivering a 32% margin on a trailing twelve-month basis. -- $842 million, up 17%, delivering a 32% margin on a trailing twelve-month basis. M&A Activity -- $1.3 billion deployed in the quarter, including $800 million for Subsplash and $500 million for multiple tuck-in deals; over $5 billion capital deployment capacity remains for the next 12 months. -- $1.3 billion deployed in the quarter, including $800 million for Subsplash and $500 million for multiple tuck-in deals; over $5 billion capital deploy...

Image source: The Motley Fool. Monday, April 28, 2025 at 8 a.m. ET Call participants President & Chief Executive Officer — Neil Hunn Executive Vice President & Chief Financial Officer — Jason Conley Vice President, Investor Relations — Zack Moxcey Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total revenue -- $1.9 billion, increasing 12%, with 8% from acquisitions and 5% organic growth. -- $1.9 billion, increasing 12%, with 8% from acquisitions and 5% organic growth. Organic revenue -- Grew 5%, meeting management’s prior expectation for the period. -- Grew 5%, meeting management’s prior expectation for the period. Free cash flow -- $507 million, down 1%, including a $24 million legal settlement payment in January, and reflecting timing of bond coupon payments. -- $507 million, down 1%, including a $24 million legal settlement payment in January, and reflecting timing of bond coupon payments. Trailing twelve-month free cash flow -- Growth of 12% over the previous 12 months, demonstrating compounding performance. -- Growth of 12% over the previous 12 months, demonstrating compounding performance. EBITDA -- $740 million, up over 9% total and nearly 10% on a segment basis, with reported EBITDA margin at 39.3%, down 90 basis points. -- $740 million, up over 9% total and nearly 10% on a segment basis, with reported EBITDA margin at 39.3%, down 90 basis points. Diluted EPS -- $4.78, above the guidance range of $4.70-$4.74, attributed to margin performance. -- $4.78, above the guidance range of $4.70-$4.74, attributed to margin performance. Application software segment -- Revenue up 19% in total and 6% organically; EBITDA margin at 41.4% with 110 basis point core-margin improvement. -- Revenue up 19% in total and 6% organically; EBITDA margin at 41.4% with 110 basis point core-margin improvement. Network software segment -- Organic revenue growth of 1%; EBITDA margin at 55.3%. -- Organic revenue growth of 1%; EBITDA margin at 55.3%. TEP segment ...

Image source: The Motley Fool. Tuesday, October 22, 2024 at 12:00 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Preston Feight President and Chief Financial Officer — Harrie Schippers Vice President, Controller — Brice Poplawski Director of Investor Relations — Ken Hastings Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Income -- $972 million for the quarter, resulting in an after-tax return on revenue of 11.8%. -- $972 million for the quarter, resulting in an after-tax return on revenue of 11.8%. Total Revenue -- $8.2 billion for the quarter, showing continued top-line strength. -- $8.2 billion for the quarter, showing continued top-line strength. PACCAR Parts Revenue -- $1.66 billion, up 5% year over year, with pre-tax profits of $407 million. -- $1.66 billion, up 5% year over year, with pre-tax profits of $407 million. PACCAR Parts Gross Margin -- 30.1% during the quarter. -- 30.1% during the quarter. PACCAR Financial Pre-Tax Income -- $107 million in the quarter, reflecting "excellent portfolio quality." -- $107 million in the quarter, reflecting "excellent portfolio quality." Truck Deliveries -- 44,900 trucks delivered in the quarter; Q4 deliveries expected around 42,000 due to holiday schedules and supply constraints. -- 44,900 trucks delivered in the quarter; Q4 deliveries expected around 42,000 due to holiday schedules and supply constraints. Kenworth and Peterbilt Class 8 Share -- Increased from 29.5% to 31.1%. -- Increased from 29.5% to 31.1%. Kenworth and Peterbilt Medium-Duty Share -- Increased to 17.2% for the first nine months, compared to 14.5% the previous year. -- Increased to 17.2% for the first nine months, compared to 14.5% the previous year. Dealer Inventory -- 2.9 months, down from 3.3 months at the end of the prior quarter, with the majority comprised of vocational trucks. -- 2.9 months, down from 3.3 months at the end of the prior quarter, with the majority comprised of vocational trucks. Truck Parts and ...

桥水联合基金的联席首席投资官在周一发布的客户报告中表示，大型企业在人工智能领域的投入将持续呈指数级增长，并有望重塑全球经济格局。 人工智能已成为推动全球企业投资的核心引擎，同时也是本轮市场上涨的关键驱动力，正在改写各行业的资本支出规划。 尽管市场对潜在的泡沫风险以及这股热潮的可持续性担忧日益加剧，但企业在人工智能供应链各环节 —— 从数据中心基础设施到芯片、电力资源 —— 的投入激增，依然为股市提供了上行支撑。 桥水联席首席投资官鲍勃・普林斯、格雷格・詹森以及卡伦・卡尼奥尔 - 坦布尔在报告中写道：“简单的博弈论分析表明，这些企业绝不可能容忍自己在人工智能领域落后竞争对手哪怕短短数月。因此，只要有一家企业选择大幅加码人工智能资本开支，就会迫使其他企业纷纷跟进。” 去年秋季，市场对人工智能概念股泡沫的担忧情绪升温，挫伤了市场信心，也加剧了抛售风险，全球股市因此出现剧烈波动。不过，在投资者对人工智能相关股票强劲需求的推动下，华尔街主要股指在 2025 年收官时依然实现了两位数的涨幅。 桥水联席首席投资官指出，人工智能领域资本支出的激增或将加剧通胀压力，原因在于需求走高会推升芯片、电力等人工智能生态相关产品的价格。 他们还补充称，这种市场动态可能会进一步抬升风险水平，并催生类似泡沫的市场环境。 报告中提到：“宽松的政策可能会进一步助长股市的投机行为，加速当前已如火如荼的并购交易与人工智能投资热潮，为泡沫的形成埋下伏笔，同时也可能引发周期性经济过热风险。” 责任编辑：郭明煜

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These Stocks Are Today’s Movers: USA Rare Earth, CoreWeave, Micron, Intel, Newmont, IonQ, Sarepta, and More Barron's

Palantir(NASDAQ: PLTR) is delivering explosive AI-driven growth with improving margins and strong cash flow. The upside remains compelling, but extreme valuation and government exposure make this a high-risk moment for investors. Stock prices used were the market prices of Jan. 19, 2026. The video was published on Jan. 23, 2026. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Should you buy stock in Palantir Technologies right now? Before you buy stock in Palantir Technologies, 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 Palantir Technologies 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 $464,439!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,150,455!* Now, it’s worth noting Stock Advisor’s total average return is 949% — a market-crushing outperformance compared to 195% 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 January 26, 2026. Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies. 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.

Merger arbitrage investors — fresh off a boom year for dealmaking — expect no let-up in the trend, with biotechnology firms seen as leading the pack among potential takeover candidates in the first quarter. Companies worldwide struck almost $5 trillion in merger agreements in 2025, the second most-active year on record and a boon for market specialists who focus on deal-related trading strategies. Transactions proliferated across a number of industries, including megadeals of $20 billion or more such as Union Pacific Corp. ’s bid for rival railroad Norfolk Southern Corp. and the record leveraged buyout of Electronic Arts Inc. Momentum is carrying into 2026, with respondents in an informal Bloomberg News survey of merger-arbitrage and event-driven market participants describing a fertile environment for dealmaking and the potential for more large takeovers. Catalysts include a perceived friendly regulatory backdrop under US President Donald Trump , ample access to financing and continued strong corporate earnings. “We think the M&A environment is ripe for large deals this year given the current antitrust landscape seems to offer a window of opportunity for deals that might have been difficult to get through regulators in the previous administration,” said Frederic Boucher , merger arbitrage analyst at Berenberg Capital. “Now is the time to go for it.” Among high-profile deals, the tussle playing out between Netflix Inc. and Paramount Skydance Corp. over Warner Bros. Discovery Inc. continues to capture the merger world’s attention. Otherwise, deal flow to start the year has already been brisk, with health care among the most active sectors, according to data compiled by Bloomberg. Read More: Warner Bros. Is Blockbuster Finale to $4.5 Trillion M&A Haul “Health care seems in vogue right now for M&A,” said Gary Paulin , chief investment strategist at Northern Trust Asset Management. “While the initial wave for biotech may help pharma build out pipelines, there could be a...

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从家庭经营的小餐馆到零售巨头，各类企业正日益成为唐纳德・特朗普政府大规模驱逐移民行动的针对对象 —— 它们既要承受公众要求其公开反对强硬移民执法政策的舆论压力，自身也可能成为移民逮捕行动的发生地。 美国国土安全部称正在明尼阿波利斯开展其有史以来规模最大的移民执法行动，受此影响，当地的酒店、餐厅等各类商户或临时歇业，或暂停接受预订，与此同时，大规模抗议活动也在各地持续。 周日，美国边境巡逻队在明尼阿波利斯开枪射杀了亚历克斯・普雷蒂。事件发生后，包括 塔吉特 、 百思买 和 联合健康 集团在内的 60 多家明尼苏达州本土企业首席执行官联名签署公开信，呼吁 “立即缓和紧张局势，并敦促州、地方及联邦各级官员通力合作，找出切实可行的解决方案”。 不过，这封公开信并未直接提及移民执法问题，也没有指向近期发生在各商户内的逮捕事件。本月早些时候，一段广为传播的视频显示，联邦执法人员在明尼苏达州的一家塔吉特门店拘留了两名员工。此外，美国移民与海关执法局（ICE）还在全美范围内的 家得宝 超市停车场围捕日薪劳工，并在街头扣押送货工人。就在去年，联邦执法人员在佐治亚州一家 现代汽车 工厂开展突击检查，拘留了 475 人。 以下是我们目前掌握的、与企业领域移民执法行动相关的情况。 移民与海关执法局的权限范围 任何人 —— 包括移民与海关执法局人员 —— 都可随意进入企业的公共区域，例如餐厅的用餐区、开放式停车场、写字楼大堂以及商场购物区。 “普通公众可以进店购物，不是吗？执法人员同样也可以，而且无需持有搜查令。” 非营利维权组织 “美国国家移民法律中心” 劳工与就业政策高级法律顾问杰西・哈恩说道。正因如此，移民执法官员可在企业的公共区域对民众进行盘问、调取信息，甚至实施逮捕。 但如果要进入存在合理隐私预期的区域，比如企业的后台办公室或封闭厨房，移民与海关执法局则必须持有 司法搜查令 。这类搜查令需由指定法院的法官签署，且会限定执法的具体日期或企业的特定区域。 需要注意的是，司法搜查令与 行政搜查令 不可混淆，后者是由移民执法官员自行签署的。 然而，美联社获取的一份内部备忘录显示，移民与海关执法局领导层称，只要持有最终驱逐令，仅凭行政搜查令就足以授权联邦执法人员强行进入民宅。哈恩及其他移民维权律师指出，这一做法颠覆了数十年来联邦执法人员在私人场所执法权限的先例，同时也违反了美国宪法的 “基本...

Key Points Eli Lilly and Viking Therapeutics both operate in the high-growth field of obesity drugs. This market is forecast to reach almost $100 billion by the end of the decade. 10 stocks we like better than Eli Lilly › Pharmaceutical giant Eli Lilly (NYSE: LLY) and biotech Viking Therapeutics (NASDAQ: VKTX) have one major thing in common: They both work in the high-growth area of weight loss drugs. Lilly's tirzepatide, sold as Mounjaro for type 2 diabetes and as Zepbound for weight loss, is bringing in blockbuster revenue and driving the company's growth. Viking's candidates, which are in the same class of drugs as Lilly's, are progressing in late-stage clinical studies. The weight loss drug market is forecast to reach nearly $100 billion by the end of the decade, and demand has been consistently high for today's commercialized products -- so there's reason to be optimistic about the growth potential of these types of drugs. Considering this, which stock is more likely to be a millionaire-maker -- Eli Lilly or Viking Therapeutics? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » The case for Eli Lilly As mentioned, Lilly's weight loss drugs, known as dual GIP/GLP-1 receptor agonists, already are delivering blockbuster revenue. In the most recent quarter, Mounjaro and Zepbound together brought in more than $10 billion in sales. (Though Zepbound is commercialized for weight loss, doctors have also prescribed Mounjaro for this indication.) The company shares market leadership with Novo Nordisk, the maker of similar drugs, Wegovy and Ozempic, and demand has been so high that it surpassed the supply of all of these products a few years ago. Since, the companies have ramped up production to better serve demand. Lilly's drugs are injectables, but the company may soon enter the market with an oral weight loss drug. Regulators are reviewing the candidate, orforglipron, right now, and a p...

Italy’s government declared a state of emergency, unlocking €100 million in funds to help repair damage after a sea storm battered parts of the country’s south. Sicily was hit particularly hard, with regional Governor Renato Schifani estimating damages of more than €1.5 billion ($1.8 billion), Ansa newswire reported. The storm, dubbed Cyclone Harry, affected Sicily’s tourism and hotel sectors, particularly around the resort town of Taormina. Assessed losses in Sicily continue to rise as additional damages emerge, Ansa said. Italy’s Civil Protection Minister, Nello Musumeci , said the emergency funds will be used to finance an initial response. Harry unleashed storm surges across southern Italy last week, with high winds and flooding along Sicily’s Ionian coast damaging waterfronts and infrastructure. Giant waves, torrential rain and prolonged rough seas hit parts of Sicily, Calabria and Sardinia, with entire promenades wiped out in some coastal towns.