gorodenkoff/iStock via Getty Images There’s something odd going on at Astera Labs, Inc. ( ALAB ). The company is moving forward, but the stock is behaving as if something is wrong. I have seen this movie before, but I have never seen it happen so quickly. A 50% pullback without a corresponding fall in fundamentals means one of two things. The market got too far ahead of itself, or it’s finally pri...
gorodenkoff/iStock via Getty Images There’s something odd going on at Astera Labs, Inc. ( ALAB ). The company is moving forward, but the stock is behaving as if something is wrong. I have seen this movie before, but I have never seen it happen so quickly. A 50% pullback without a corresponding fall in fundamentals means one of two things. The market got too far ahead of itself, or it’s finally pricing a change that’s not yet visible. I’m not sure if it’s the latter. Data by YCharts What struck my attention is the speed at which everything is changing. Just a few months ago, Astera was talked about as the glue that holds the infrastructure of AI together, almost like it is necessary for AI to exist. And it is. The problem is, it is being obscured by concerns that are perhaps more intuitive than fundamental. That does not mean they are not correct; it simply means they are not easily quantifiable. The Selloff Is Not About The Fundamentals What struck me about the quarter is not only the growth but also the number of moving pieces that are aligning. Revenue came in at $270.6 million, up 17% sequentially and 92% year-over-year. That's not only strong growth, but it's accelerating into the end of the year. That's not timing; that's momentum. If I look beyond all the noise, what’s left is a business that’s still behaving as it should. The revenue growth more than doubled. The margins held up nicely around 76%, and the product offerings continue to expand, not contract. The Scorpio story is real, Aries is still compounding, and Taurus is quietly expanding in the background. That’s not a business that’s losing relevance. Data by YCharts What’s changed is the manner in which these figures are being perceived. Take, for instance, the concept of margin compression. A 70 bps movement driven by mix shift is being perceived as compression. A non-cash warrant's impact on the balance sheet is being perceived as a concern. These are not imaginary concerns, however; they’re being per...
gorodenkoff/iStock via Getty Images There’s something odd going on at Astera Labs, Inc. ( ALAB ). The company is moving forward, but the stock is behaving as if something is wrong. I have seen this movie before, but I have never seen it happen so quickly. A 50% pullback without a corresponding fall in fundamentals means one of two things. The market got too far ahead of itself, or it’s finally pri...
gorodenkoff/iStock via Getty Images There’s something odd going on at Astera Labs, Inc. ( ALAB ). The company is moving forward, but the stock is behaving as if something is wrong. I have seen this movie before, but I have never seen it happen so quickly. A 50% pullback without a corresponding fall in fundamentals means one of two things. The market got too far ahead of itself, or it’s finally pricing a change that’s not yet visible. I’m not sure if it’s the latter. Data by YCharts What struck my attention is the speed at which everything is changing. Just a few months ago, Astera was talked about as the glue that holds the infrastructure of AI together, almost like it is necessary for AI to exist. And it is. The problem is, it is being obscured by concerns that are perhaps more intuitive than fundamental. That does not mean they are not correct; it simply means they are not easily quantifiable. The Selloff Is Not About The Fundamentals What struck me about the quarter is not only the growth but also the number of moving pieces that are aligning. Revenue came in at $270.6 million, up 17% sequentially and 92% year-over-year. That's not only strong growth, but it's accelerating into the end of the year. That's not timing; that's momentum. If I look beyond all the noise, what’s left is a business that’s still behaving as it should. The revenue growth more than doubled. The margins held up nicely around 76%, and the product offerings continue to expand, not contract. The Scorpio story is real, Aries is still compounding, and Taurus is quietly expanding in the background. That’s not a business that’s losing relevance. Data by YCharts What’s changed is the manner in which these figures are being perceived. Take, for instance, the concept of margin compression. A 70 bps movement driven by mix shift is being perceived as compression. A non-cash warrant's impact on the balance sheet is being perceived as a concern. These are not imaginary concerns, however; they’re being per...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Dell Technologies (DELL) is back in focus after reporting strong fiscal-year revenue and earnings, tied closely to demand for its AI servers and new AI partnerships with NVIDIA and voice AI specialist Deepgram. See our latest analysis for Dell Technologies. Th...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Dell Technologies (DELL) is back in focus after reporting strong fiscal-year revenue and earnings, tied closely to demand for its AI servers and new AI partnerships with NVIDIA and voice AI specialist Deepgram. See our latest analysis for Dell Technologies. The recent AI server momentum and new partnerships appear reflected in price action, with a 35.03% 1 month share price return and a 61.41% 1 year total shareholder return pointing to strong, building momentum rather than a short term spike. If Dell’s AI push has caught your eye, this could be a useful moment to see what else is moving in AI infrastructure. Check out 35 AI infrastructure stocks After a 61.41% 1 year total return and shares at US$156.76, Dell now trades only about 6.7% below the average analyst price target and shows an implied intrinsic discount of roughly 38% at current levels. Is there still a buying opportunity here, or is the market already pricing in the company’s future AI driven growth? Most Popular Narrative: 19% Undervalued According to Vestra, the most followed narrative sees Dell’s fair value at $193.50, above the last close of $156.76. That frames the current AI driven enthusiasm as still short of that benchmark. The fair value for Dell Technologies (DELL) is calculated using my fair value method by applying a 15x Forward P/E multiple to the projected FY2027 Adjusted EPS of $12.90, reflecting the permanent shift toward high-margin AI infrastructure and record cash generation. This results in a fair value of $193.50 USD in local currency. At the current price of $147.37, the stock is trading at a 23.8% discount to its intrinsic value. I arrived at this fair value by weighing the $50B AI server target and the $11.2B in record cash flow against the $43B backlog and the 20% dividend hike. This calculation identifies DELL as a "High-Conviction AI Leader...
Chuck Norris, the US martial artist and Hollywood action star most famous for his role in Walker, Texas Ranger, has died, his family said on Friday. He was 86. The martial arts expert turned actor starred in a slew of action films since his acting debut with a cameo in a 1968 Dean Martin film The Wrecking Crew. Four years later, his epic fight with the kung fu superstar Bruce Lee in The Way of The...
Chuck Norris, the US martial artist and Hollywood action star most famous for his role in Walker, Texas Ranger, has died, his family said on Friday. He was 86. The martial arts expert turned actor starred in a slew of action films since his acting debut with a cameo in a 1968 Dean Martin film The Wrecking Crew. Four years later, his epic fight with the kung fu superstar Bruce Lee in The Way of The Dragon helped turn Norris into an icon on big and small screens alike. Advertisement “It is with heavy hearts that our family shares the sudden passing of our beloved Chuck Norris yesterday morning,” the family said in a statement on Instagram. “To the world, he was a martial artist, actor, and a symbol of strength. To us, he was a devoted husband, a loving father and grandfather, an incredible brother, and the heart of our family.” Advertisement US media reported on Thursday that Norris had been hospitalised for an undisclosed condition while on the island of Kauai, several days after he celebrated his 86th birthday with a video of him boxing on social media and saying “I don’t age. I level up.”
Microsoft MSFT and Adobe ADBE are major software companies driving enterprise productivity and creative workflows, respectively. Both are aggressively embedding generative AI into subscription ecosystems, creating comparable AI monetization stories at contrasting valuations in 2026. Let’s delve deep and closely compare the fundamentals of the two stocks to determine which one is a better investmen...
Microsoft MSFT and Adobe ADBE are major software companies driving enterprise productivity and creative workflows, respectively. Both are aggressively embedding generative AI into subscription ecosystems, creating comparable AI monetization stories at contrasting valuations in 2026. Let’s delve deep and closely compare the fundamentals of the two stocks to determine which one is a better investment now. The Case for MSFT Stock Microsoft enters the second half of fiscal 2026 with remarkable forward momentum. Azure, the company’s cloud platform, grew 39% in second-quarter fiscal 2026, and management guided for 37-38% constant currency growth in the fiscal third quarter, supported by demand that continues to exceed available capacity. With commercial remaining performance obligations reaching $625 billion, more than doubling year over year, the visibility into future revenues is substantial. Microsoft’s Copilot AI is no longer a novelty; it is embedded across Microsoft 365, Teams, Dynamics 365 and Azure, with over 90% of Fortune 500 companies already adopting the platform. On the product front, the company unveiled Microsoft 365 E7 in early 2026, integrating Microsoft 365 E5, Copilot, Entra Suite and Agent 365 into a unified, agentic AI-driven enterprise suite, set for broader availability by April 2026. On Feb. 27, Microsoft and OpenAI reaffirmed their long-term partnership, underscoring continued shared investment in AI infrastructure, models and deployment. Microsoft’s sovereign cloud enhancements, announced on Feb. 24, allow regulated industries to run large AI models even in fully disconnected environments, opening a sizable addressable market in government, defense and finance. On guidance, for third-quarter fiscal 2026, Microsoft projects total revenues between $80.65 billion and $81.75 billion, suggesting 15-17% year-over-year growth. M365 Commercial cloud revenues are expected to grow 13-14% in constant currency. Copilot monetization and AI infrastructure buil...
Microsoft MSFT and Adobe ADBE are major software companies driving enterprise productivity and creative workflows, respectively. Both are aggressively embedding generative AI into subscription ecosystems, creating comparable AI monetization stories at contrasting valuations in 2026. Let’s delve deep and closely compare the fundamentals of the two stocks to determine which one is a better investmen...
Microsoft MSFT and Adobe ADBE are major software companies driving enterprise productivity and creative workflows, respectively. Both are aggressively embedding generative AI into subscription ecosystems, creating comparable AI monetization stories at contrasting valuations in 2026. Let’s delve deep and closely compare the fundamentals of the two stocks to determine which one is a better investment now. The Case for MSFT Stock Microsoft enters the second half of fiscal 2026 with remarkable forward momentum. Azure, the company’s cloud platform, grew 39% in second-quarter fiscal 2026, and management guided for 37-38% constant currency growth in the fiscal third quarter, supported by demand that continues to exceed available capacity. With commercial remaining performance obligations reaching $625 billion, more than doubling year over year, the visibility into future revenues is substantial. Microsoft’s Copilot AI is no longer a novelty; it is embedded across Microsoft 365, Teams, Dynamics 365 and Azure, with over 90% of Fortune 500 companies already adopting the platform. On the product front, the company unveiled Microsoft 365 E7 in early 2026, integrating Microsoft 365 E5, Copilot, Entra Suite and Agent 365 into a unified, agentic AI-driven enterprise suite, set for broader availability by April 2026. On Feb. 27, Microsoft and OpenAI reaffirmed their long-term partnership, underscoring continued shared investment in AI infrastructure, models and deployment. Microsoft’s sovereign cloud enhancements, announced on Feb. 24, allow regulated industries to run large AI models even in fully disconnected environments, opening a sizable addressable market in government, defense and finance. On guidance, for third-quarter fiscal 2026, Microsoft projects total revenues between $80.65 billion and $81.75 billion, suggesting 15-17% year-over-year growth. M365 Commercial cloud revenues are expected to grow 13-14% in constant currency. Copilot monetization and AI infrastructure buil...
Patrice Caine, the Chairman and CEO of Thales Group, one of Europe's biggest defense contractors joins Bloomberg Open Interest to break down how the Iran war is reshaping global military demand. From surging orders in the Middle East to missile shortages and the urgent need for cheaper, scalable weapons, the conversation highlights a major shift in modern warfare—and why Europe is now racing to re...
Patrice Caine, the Chairman and CEO of Thales Group, one of Europe's biggest defense contractors joins Bloomberg Open Interest to break down how the Iran war is reshaping global military demand. From surging orders in the Middle East to missile shortages and the urgent need for cheaper, scalable weapons, the conversation highlights a major shift in modern warfare—and why Europe is now racing to rebuild its defenses after decades of underinvestment. (Source: Bloomberg)
In this article @CL.1 @LCO.1 Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 6:36 06:36 Markets face prolonged conflict risk as energy drives inflation fears Worldwide Exchange Treasury yields rose on Friday as investor fears grow that rate cuts from the Federal Reserve may not take place after all, as the war in the Middle East drives inflation higher. The 10-year Treasury yield —...
In this article @CL.1 @LCO.1 Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 6:36 06:36 Markets face prolonged conflict risk as energy drives inflation fears Worldwide Exchange Treasury yields rose on Friday as investor fears grow that rate cuts from the Federal Reserve may not take place after all, as the war in the Middle East drives inflation higher. The 10-year Treasury yield — the benchmark for U.S. government borrowing — added 10 basis points to 4.38%. The 2-year note yield — which is more sensitive to short-term Fed rates decisions —traded at 3.932%, up 10 basis points as well. One basis point equals 0.01%, or 1/100th of 1%, and yields and prices move inversely to one another. The moves come after Iran and Israel exchanged strikes overnight, while Iran also launched new attacks against energy sites in the Gulf. As the war weighs heavily over markets, investors are now positioning for a slightly more hawkish stance from the Fed as higher global oil prices and renewed labor market uncertainty shape the economic backdrop. Inflation was already trending above the Fed's target even before energy costs spiked at the outbreak of the conflict on Feb. 28. The Fed's rate-setting Federal Open Market Committee voted 11-1 on Wednesday to leave its key interest rate unchanged, a move widely anticipated by investors. "The backdrop domestically is less friendly than it was a couple weeks ago too, because the Fed has kind of reversed course. The market has removed basically every rate cut from this year, and now is pricing odds of the hike," Baird investment strategist Ross Mayfield said to CNBC. Central banks in Europe also held rates steady on Thursday as policymakers grapple with the impact of the war, with markets now pricing in rate hikes this year. Oil traded lower on Friday, with U.S. West Texas Intermediate prices sliding 1.2% to $94.99 a barrel, and Brent crude , the global benchmark, down 1.3% to $107.28. The dip comes after Treasury Secretary Scott ...
andresr/E+ via Getty Images Silgan Holdings ( SLGN ) has indicated interest in acquiring German packaging maker Gerresheimer ( GRRMF ), according to a Reuters report o n Friday, which cited people familiar with the matter. Silgan is working with advisors on a potential offer that could value Gerresheimer ( GRRMF ) at 41 euros per share, one person told Reuters. Gerresheimer declined to comment to ...
andresr/E+ via Getty Images Silgan Holdings ( SLGN ) has indicated interest in acquiring German packaging maker Gerresheimer ( GRRMF ), according to a Reuters report o n Friday, which cited people familiar with the matter. Silgan is working with advisors on a potential offer that could value Gerresheimer ( GRRMF ) at 41 euros per share, one person told Reuters. Gerresheimer declined to comment to Reuters. Silgan was not immediately available for comment. Bloomberg reported last March that a consortium of private equity firms, including Warburg Pincus and KKR & Co. ( KKR ), were in advanced discussions to buy Gerresheimer ( GRRMF ). Gerresheimer jumped 23% in Germany on the Reuters news. Silgan fell 1.4% on Friday. More on Silgan Holdings, Gerresheimer AG Silgan Holdings Inc. (SLGN) Q4 2025 Earnings Call Transcript Silgan Holdings gives mixed Q4 results Silgan Holdings Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Silgan Holdings Historical earnings data for Silgan Holdings
Goldfinch4ever/iStock via Getty Images The Global X Adaptive U.S. Factor ETF ( AUSF ) is among the options available in the ETF universe that blend different strategies in a single investment vehicle. While its approach is theoretically broad-based, the reality is that AUSF’s profile has predominantly tilted toward low volatility. This is something that was already highlighted in my previous artic...
Goldfinch4ever/iStock via Getty Images The Global X Adaptive U.S. Factor ETF ( AUSF ) is among the options available in the ETF universe that blend different strategies in a single investment vehicle. While its approach is theoretically broad-based, the reality is that AUSF’s profile has predominantly tilted toward low volatility. This is something that was already highlighted in my previous article covering this fund in late 2024 and reinforced now by its increased allocation to defensive areas, such as utilities and healthcare, at this moment, while the exposure to high-growth areas like technology remains modest. Of course, this is an allocation profile that can benefit the fund now, as the stock market remains vulnerable at this moment. While a potential shift in the fund’s allocation is possible in the future, as we will discuss in the article, my view is that this is what we should continue to see at least in the short term, given the fund’s 2-year performance time window to trigger a factor rotation, In this context, the coming sections will break down the fund’s core holdings and compare valuation, performance, and volatility with a broader equity index like the Russell 1000 and multifactor ETFs. ETF Description and Highlights AUSF offers exposure to a portfolio that blends factors such as minimum volatility, value, and momentum through tracking the Adaptive Wealth Strategies U.S. Factor Index, managed by Solactive AG. This index follows a dynamic allocation in at least two of the three independent sub-indices, all based on an initial universe of the 1,000 largest U.S. companies. These three sub-indices consist of a) Solactive U.S. Large & Mid Cap Value 100 Index TR, which selects 100 stocks best ranked by a value factor; b) Solactive U.S. Large & Mid Cap Momentum 100 Index TR, which picks 100 stocks with the best performance relative to the broader market, and c) Solactive U.S. Large & Mid Cap Minimum Downside Volatility 100 Index TR, which is composed of 1...
A person holds a sign reading 'Save Our Social Security' in support of fair taxation near the U.S. Capitol in Washington, D.C. on April 10, 2025. Tax justice advocates attended a rally to speak out against President Trump's tax cuts for the wealthy, and to urge members of Congress to intervene. Bryan Dozier | Afp | Getty Images The clock is ticking to fix Social Security to ensure it continues to ...
A person holds a sign reading 'Save Our Social Security' in support of fair taxation near the U.S. Capitol in Washington, D.C. on April 10, 2025. Tax justice advocates attended a rally to speak out against President Trump's tax cuts for the wealthy, and to urge members of Congress to intervene. Bryan Dozier | Afp | Getty Images The clock is ticking to fix Social Security to ensure it continues to pay full benefits to millions of Americans who rely on monthly payments from the program. By 2032, the trust fund Social Security draws from to help pay benefits to retirees, their spouses, children and survivors of deceased workers will be exhausted , according to the Social Security Administration. When that date arrives, there could be a 24% benefit cut for all beneficiaries if Congress does not act sooner to address the program's shortfall, based on current projections . Because Social Security is a pay-as-you-go program, with money continually coming in from payroll taxes , benefits would still be paid if the calendar reaches that date without any action by Congress to address the program's solvency. Read more CNBC personal finance coverage What may happen to Social Security benefits in six years if Congress doesn't act Trump officials task Treasury Department with student loan collection Harvard University tops this year's list of 'dream colleges': The Princeton Review 9% of ACA enrollees go uninsured after enhanced subsidies expire, poll finds The Fed keeps rates unchanged in March: What that means for you Many states' unemployment benefits fall far short of average wages: Analysis Iran war, oil price surge worsen K-shaped economy, say economists More than 576,000 student loan borrowers in repayment plan backlog: court filing Some economists are warning about 'stagflation.' What it may mean for your money Employers say AI makes workers faster, but it also creates 'friction': survey Travel disruptions keep piling up in 2026. How to plan ahead and limit the impact More...
00:01 Speaker A Let's get to some of today's trending tickers. We are watching FedEx, Super Micro and Planet Labs. First up is FedEx. 00:07 Speaker A Uh those results beat top and bottom line Wall Street estimates and the shares are higher today. Uh we've got them up by about 2.4%. FedEx also raised its guidance for this year. 00:20 Speaker A Um and the upbeat outlook shows that the company expect...
00:01 Speaker A Let's get to some of today's trending tickers. We are watching FedEx, Super Micro and Planet Labs. First up is FedEx. 00:07 Speaker A Uh those results beat top and bottom line Wall Street estimates and the shares are higher today. Uh we've got them up by about 2.4%. FedEx also raised its guidance for this year. 00:20 Speaker A Um and the upbeat outlook shows that the company expects to withstand the unfolding impacts of the war in Iran. Analysts were also concerned about the impact of soft consumer spending, rising energy prices, but FedEx CEO stressed the demand trends, he said fundamentally have not changed. 00:37 Speaker A Next up, this is quite a story today that we are watching. Super Micro shares. They are plunging. The server maker's co-founder was arrested along with two others. Actually, I think one of these people is still at large. 00:48 Speaker A US prosecutors alleged that Super Micro employees smuggled AI technology to China. Now, that smuggled technology in question, Nvidia powered servers worth billions of dollars. The indictment says that violates US export controls. 01:02 Speaker A Super Micro says the company isn't named as a defendant, but its co-founder does work as an executive in business development, and the indictment marks one of the biggest chip smuggling cases since the US restricted Nvidia shipments to China back in 2022. Those shares are plunging by some 28%. 01:21 Speaker A On the flip side, one of Super Micro's main competitors in this server market is Dell, and those shares are higher. I've seen some analyst commentary suggesting that over the longer term, Dell might pick up more share as a result of this. 01:35 Speaker A And finally, we got Planet Labs. Those shares climbing, the company reporting revenue that beat Wall Street expectations. It's a satellite imaging firm and it also raised its outlook. Geopolitical tensions are spurring demand for its services. 01:48 Speaker A The CFO pointing to the growth of defense...
Mission Produce, Inc. AVO has come under notable pressure in the past month, with its shares dropping as much as 11.9%. Despite delivering solid operational execution in the first quarter of fiscal 2026, including volume growth and margin expansion, investor sentiment has remained cautious amid ongoing pricing pressures in the avocado market. The normalization of pricing, following a period of ele...
Mission Produce, Inc. AVO has come under notable pressure in the past month, with its shares dropping as much as 11.9%. Despite delivering solid operational execution in the first quarter of fiscal 2026, including volume growth and margin expansion, investor sentiment has remained cautious amid ongoing pricing pressures in the avocado market. The normalization of pricing, following a period of elevated levels, has weighed on the company’s top-line performance in the first quarter of fiscal 2026, creating a disconnect between revenue trends and underlying fundamentals. In addition, concerns around near-term margin compression, lower asset utilization and uncertainty tied to its pending acquisition continue to act as overhangs, limiting near-term upside for the stock. AVO’s sharp share decline has resulted in underperformance as the Zacks Agriculture – Operations industry advanced 3.5% in the same period. Meanwhile, the Consumer Staples sector and the S&P 500 index slipped 9.6% and 3%, respectively, highlighting Mission Produce’s relatively weaker performance. Mission Produce’s One-Month Price Performance Image Source: Zacks Investment Research AVO’s performance has also lagged its key peers, such as Adecoagro AGRO, Archer Daniels Midland Company ADM and Dole Plc DOLE. The stock has notably trailed Adecoagro and Archer Daniels, which delivered gains of 63.8% and 1.4%, respectively, in the past month. Meanwhile, AVO has slightly underperformed Dole, whose shares declined 9.9% during the same period. Currently at $12.54, AVO’s stock price reflects a 30.6% premium to the company’s 52-week low of $9.60. The stock is trading at a 16.5% discount from its 52-week high of $15.02, reflecting upside potential. Let’s take a closer look at the factors driving the stock’s recent weakness and evaluate whether it still offers meaningful upside potential. Factors Hindering AVO’s Performance Mission Produce’s recent stock momentum is largely tied to its heavy exposure to volatile avoc...
The arid Persian Gulf is hardly the world’s breadbasket. Yet the conflict in the region is sending shockwaves through the global food industry — from growers to packaging firms and distributors — with major implications for food security and living standards. Eleanor Thornber explains (Source: Bloomberg)
The arid Persian Gulf is hardly the world’s breadbasket. Yet the conflict in the region is sending shockwaves through the global food industry — from growers to packaging firms and distributors — with major implications for food security and living standards. Eleanor Thornber explains (Source: Bloomberg)
Micron Technology, Inc.MU and Lam Research CorporationLRCX are key players in the artificial intelligence (AI) semiconductor ecosystem, benefiting from surging demand for data center and AI-driven computing. Micron Technology provides the advanced memory chips that store and move the massive amounts of data required for AI, while Lam Research supplies the advanced machines used to build chips, esp...
Micron Technology, Inc.MU and Lam Research CorporationLRCX are key players in the artificial intelligence (AI) semiconductor ecosystem, benefiting from surging demand for data center and AI-driven computing. Micron Technology provides the advanced memory chips that store and move the massive amounts of data required for AI, while Lam Research supplies the advanced machines used to build chips, especially for newer technologies that power AI and high-performance computing. Though the two companies are well-positioned to benefit from the surging demand for AI and high-performance computing, their financial performance, growth strategies and valuations offer different risk-reward profiles for investors considering semiconductor exposure. Let’s see which stock is a better investment option right now. The Case for Micron Technology Stock Micron Technology sits at the heart of several transformative tech trends. Its exposure to AI, high-performance data centers, autonomous vehicles and industrial IoT uniquely positions the company for sustainable long-term growth. As AI adoption accelerates, the demand for advanced memory solutions like DRAM and NAND is soaring. Micron Technology’s investments in next-generation DRAM and 3D NAND ensure it remains competitive in delivering the performance needed for modern computing. The company’s diversification strategy is also yielding positive results. Micron Technology has created a more stable revenue base by shifting its focus away from the more volatile consumer electronics market and toward resilient verticals, such as automotive and enterprise IT. This balance enhances its ability to weather cyclical downturns, a critical trait in the semiconductor space. In the second quarter of fiscal 2026, Micron Technology’s revenues jumped 196% year over year to $23.86 billion, while non-GAAP earnings per share (EPS) rose 682% to $12.20. The top and bottom lines surpassed the Zacks Consensus Estimate by 21.67% and 38.57%, respectively. Micro...
Key Points Oklo is designing advanced nuclear reactors. It aims to supply nuclear power for several broad purposes. This includes AI data centers, industrial sites, and other remote areas. 10 stocks we like better than Oklo › Picture, just for a second, the iconic image of a nuclear power plant: a massive, sprawling facility with giant, curved cooling towers and concrete domes that contain reactor...
Key Points Oklo is designing advanced nuclear reactors. It aims to supply nuclear power for several broad purposes. This includes AI data centers, industrial sites, and other remote areas. 10 stocks we like better than Oklo › Picture, just for a second, the iconic image of a nuclear power plant: a massive, sprawling facility with giant, curved cooling towers and concrete domes that contain reactors. Now, compare this to the small reactor that Oklo (NYSE: OKLO) is trying to commercialize: a small A-frame design with a glassed-in atrium, no cooling towers, and the square footage of a large house. What a difference! 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 » If Oklo succeeds, this Nordic-looking cathedral (called an Aurora powerhouse) could be found at data centers, industrial and mining sites, research facilities, and other remote areas around the country. That could open a huge market, especially with artificial intelligence (AI) data centers in great need of on-site power. Getting to that point, however, isn't frictionless. Indeed, if we're going to see this nuclear energy stock more than double past $100, a few things need to happen soon. What Oklo needs to do to get its stock to $100 The first thing Oklo needs is the most obvious: a license from the Nuclear Regulatory Commission (NRC) that says it can build and operate its technology at a commercial level. Until it has that license, this company remains essentially pre-revenue, meaning it will burn cash and operate at a loss. On that front, Oklo has made noteworthy progress. Indeed, over the last year, the policy environment has shifted in Oklo's favor. A new Reactor Pilot Program from the Department of Energy (DOE) has given Oklo the opportunity to demonstrate its technology. If it succeeds in this demonstration, it could move significantl...
Alibaba Group BABA reported non-GAAP diluted earnings of $1.01 per ADS in the third quarter of fiscal 2026, which missed the Zacks Consensus Estimate by 47.12%. In domestic currency, the company reported non-GAAP diluted earnings of RMB 7.09, down 67% year over year. It posted third-quarter fiscal 2026 revenues of $40.7 billion. The top line missed the Zacks Consensus Estimate by 1.95%. In domesti...
Alibaba Group BABA reported non-GAAP diluted earnings of $1.01 per ADS in the third quarter of fiscal 2026, which missed the Zacks Consensus Estimate by 47.12%. In domestic currency, the company reported non-GAAP diluted earnings of RMB 7.09, down 67% year over year. It posted third-quarter fiscal 2026 revenues of $40.7 billion. The top line missed the Zacks Consensus Estimate by 1.95%. In domestic currency, revenues of RMB 284.8 billion increased 2% year over year. Excluding disposed businesses of Sun Art and Intime, revenues increased 9% on a like-for-like basis. The revenue growth was driven by accelerated performance in Cloud Intelligence Group and continued expansion of the quick commerce business, while aggressive investments in user experience, technology and quick commerce significantly pressured margins. The company continues focusing on two strategic pillars: consumption and AI + Cloud. Alibaba Group Holding Limited Price, Consensus and EPS Surprise Alibaba Group Holding Limited Price, Consensus and EPS Surprise Alibaba Group Holding Limited price-consensus-eps-surprise-chart | Alibaba Group Holding Limited Quote Revenues by Segments Alibaba China E-commerce Group (55.9% of Total Revenues): Alibaba generated RMB 159.3 billion ($22.8 billion) of revenues from the segment, which increased 6% from the year-ago quarter. Customer management revenues grew 1% year over year, driven primarily by an improvement in take rate. During the quarter, the company rebranded "Ele.me" to "Taobao Instant Commerce" to closely align it with the Taobao app and strengthen brand identity. The Taobao app achieved a double-digit year-over-year increase in monthly active consumers during the quarter. The number of 88VIP members, BABA's highest-spending consumer group, continued to increase by double digits year over year, surpassing 59 million, demonstrating strong platform momentum to attract and retain a high-spending and loyal consumer base. E-commerce Business (82.6% of China E-c...
Alibaba Group BABA reported non-GAAP diluted earnings of $1.01 per ADS in the third quarter of fiscal 2026, which missed the Zacks Consensus Estimate by 47.12%. In domestic currency, the company reported non-GAAP diluted earnings of RMB 7.09, down 67% year over year. It posted third-quarter fiscal 2026 revenues of $40.7 billion. The top line missed the Zacks Consensus Estimate by 1.95%. In domesti...
Alibaba Group BABA reported non-GAAP diluted earnings of $1.01 per ADS in the third quarter of fiscal 2026, which missed the Zacks Consensus Estimate by 47.12%. In domestic currency, the company reported non-GAAP diluted earnings of RMB 7.09, down 67% year over year. It posted third-quarter fiscal 2026 revenues of $40.7 billion. The top line missed the Zacks Consensus Estimate by 1.95%. In domestic currency, revenues of RMB 284.8 billion increased 2% year over year. Excluding disposed businesses of Sun Art and Intime, revenues increased 9% on a like-for-like basis. The revenue growth was driven by accelerated performance in Cloud Intelligence Group and continued expansion of the quick commerce business, while aggressive investments in user experience, technology and quick commerce significantly pressured margins. The company continues focusing on two strategic pillars: consumption and AI + Cloud. Alibaba Group Holding Limited Price, Consensus and EPS Surprise Alibaba Group Holding Limited price-consensus-eps-surprise-chart | Alibaba Group Holding Limited Quote Revenues by Segments Alibaba China E-commerce Group (55.9% of Total Revenues): Alibaba generated RMB 159.3 billion ($22.8 billion) of revenues from the segment, which increased 6% from the year-ago quarter. Customer management revenues grew 1% year over year, driven primarily by an improvement in take rate. During the quarter, the company rebranded "Ele.me" to "Taobao Instant Commerce" to closely align it with the Taobao app and strengthen brand identity. The Taobao app achieved a double-digit year-over-year increase in monthly active consumers during the quarter. The number of 88VIP members, BABA's highest-spending consumer group, continued to increase by double digits year over year, surpassing 59 million, demonstrating strong platform momentum to attract and retain a high-spending and loyal consumer base. E-commerce Business (82.6% of China E-commerce Revenues): The core e-commerce vertical generated revenu...