(RTTNews) - Reliance Industries [RS] has signed a $3 billion long-term green ammonia supply agreement with Samsung C&T Corporation. This marks one of the world's largest green ammonia offtake deals and a major step in Reliance's clean energy expansion. The binding agreement runs for 15 years, with supplies scheduled to begin in the second half of fiscal 2029. The deal is expected to support Relian...
(RTTNews) - Reliance Industries [RS] has signed a $3 billion long-term green ammonia supply agreement with Samsung C&T Corporation. This marks one of the world's largest green ammonia offtake deals and a major step in Reliance's clean energy expansion. The binding agreement runs for 15 years, with supplies scheduled to begin in the second half of fiscal 2029. The deal is expected to support Reliance's growing New Energy platform, which includes renewable power, battery storage, green hydrogen, and downstream green fuel production. Anant Ambani stated that the partnership supports India's clean-energy ambitions by linking renewable resources with domestic manufacturing capabilities to produce value-added chemicals at scale. The agreement will help expand Reliance's green hydrogen ecosystem and gigafactory network. Production for the contract will be supported by Reliance's Dhirubhai Ambani Green Energy Giga Complex in Jamnagar, a 5,000-acre manufacturing hub designed for solar modules, batteries, electrolyzers, and fuel cells under a Make-in-India strategy. The agreement also aligns with the National Green Hydrogen Mission, which targets 5 million tonnes of green hydrogen production by 2030 and aims to establish India as a major exporter of green fuels. Reliance, chaired by Mukesh Ambani, said the contract provides long-term revenue visibility for its new energy business as the company works toward its target of net carbon neutrality by 2035. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The latest trading session saw M-tron Industries, Inc. (MPTI) ending at $52.85, denoting a -1.1% adjustment from its last day's close. The stock trailed the S&P 500, which registered a daily gain of 0.03%. Elsewhere, the Dow saw an upswing of 0.28%, while the tech-heavy Nasdaq depreciated by 0.36%. The the stock of company has risen by 10.87% in the past month, leading the Construction sector's ga...
The latest trading session saw M-tron Industries, Inc. (MPTI) ending at $52.85, denoting a -1.1% adjustment from its last day's close. The stock trailed the S&P 500, which registered a daily gain of 0.03%. Elsewhere, the Dow saw an upswing of 0.28%, while the tech-heavy Nasdaq depreciated by 0.36%. The the stock of company has risen by 10.87% in the past month, leading the Construction sector's gain of 3.08% and the S&P 500's gain of 4.19%. The investment community will be paying close attention to the earnings performance of M-tron Industries, Inc. in its upcoming release. The company's upcoming EPS is projected at $0.50, signifying a 1566.67% increase compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $12.6 million, reflecting a 16.99% rise from the equivalent quarter last year. Furthermore, it would be beneficial for investors to monitor any recent shifts in analyst projections for M-tron Industries, Inc. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the company's business outlook. Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system. The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. Right now, M-tron Industries, Inc. possesses a Zacks Rank of #2 (Buy). With respect to valuation, M-tron Industries, Inc. is currently being traded at a Forward P/E ratio of 22.36. This signifies a premium in compa...
Arm Holdings plc (NASDAQ:ARM) is one of Jim Cramer’s latest stock calls as he discussed the bullish AI investment thesis amid the Iran conflict. Cramer noted that the company is becoming “increasingly important” to the semiconductor industry, as he stated: As we celebrate all things AI at NVIDIA’s annual conference, I want to highlight a company that’s become increasingly important to the entire s...
Arm Holdings plc (NASDAQ:ARM) is one of Jim Cramer’s latest stock calls as he discussed the bullish AI investment thesis amid the Iran conflict. Cramer noted that the company is becoming “increasingly important” to the semiconductor industry, as he stated: As we celebrate all things AI at NVIDIA’s annual conference, I want to highlight a company that’s become increasingly important to the entire semiconductor industry: Arm Holdings. This semiconductor design company cut its teeth providing CPU designs that maximize energy efficiency, especially for smartphones. That expertise has made Arm the preferred partner for many AI systems, including NVIDIA’s. That said, for some reason, the stock has been stuck in a rut, trading sideways for the past couple of years. Can it get its mojo back? Because I gotta tell you, it’s got the earnings back… The stock is up since the last quarter, but nowhere near reflecting the kind of book of business that Rene has just outlined for the next year and a half. Photo by Adam Nowakowski on Unsplash Arm Holdings plc (NASDAQ:ARM) designs and licenses CPU architectures, system IP, and software used across automotive, computing, consumer, and IoT applications. While we acknowledge the potential of ARM 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: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.
Advanced Micro Devices Inc. (NASDAQ: AMD) is preparing to launch the next generation of its AI accelerators in the second half of 2026, introducing the Instinct MI450 alongside the Helios rack-scale platform (MI455X), both part of the MI400 series. The rollout marks the chipmaker’s latest push to challenge the dominance of Nvidia in the rapidly expanding market for AI computing hardware. Visible A...
Advanced Micro Devices Inc. (NASDAQ: AMD) is preparing to launch the next generation of its AI accelerators in the second half of 2026, introducing the Instinct MI450 alongside the Helios rack-scale platform (MI455X), both part of the MI400 series. The rollout marks the chipmaker’s latest push to challenge the dominance of Nvidia in the rapidly expanding market for AI computing hardware. Visible Alpha consensus forecasts suggest the MI400 series could generate about $7.2 billion in revenue in 2026, accounting for roughly 25% of AMD’s data center sales. The segment has become the company’s primary growth engine, contributing more than 60% of total revenue as cloud providers and AI developers increase spending on advanced computing infrastructure. Analysts estimate AMD could ship roughly 258,000 MI400 series units in 2026, with an average selling price of about $30,926. High-volume deployments, particularly for inference-heavy AI workloads, are expected to drive a step-change in profitability. Visible Alpha consensus points to data-center operating income rising to about $9.4 billion in 2026, up from $3.6 billion last year, with segment operating margins projected at 31.04%. The broader ramp of the MI400 platform is expected to drive a sharp increase in AMD’s GPU business. Data-center GPU revenue is forecast to surge 114% year-on-year to $15 billion in 2026. Beyond accelerators, AMD is also preparing to introduce its next-generation “Venice” server CPU in the second half of 2026, extending the company’s push into the data-center processor market. Analysts expect the new chip to support continued share gains in servers, lifting data-center server revenue by about 40% year-on-year to $12.8 billion. Taken together, Visible Alpha consensus forecasts point to total data-center revenue rising 73% to $28.7 billion in 2026. This article was published by Visible Alpha, part of S&P Global Market Intelligence and not by S&P Global Ratings, which is a separately managed division ...
The Scottish parliament has voted against legalising assisted dying after critics and religious groups led a concerted campaign to block the measures. MSPs voted 69 to 57 to reject the proposals in a late night vote on Tuesday, despite a series of last-minute amendments designed to placate critics of the private member’s bill. The bill’s defeat followed four days of intense debate at Holyrood last...
The Scottish parliament has voted against legalising assisted dying after critics and religious groups led a concerted campaign to block the measures. MSPs voted 69 to 57 to reject the proposals in a late night vote on Tuesday, despite a series of last-minute amendments designed to placate critics of the private member’s bill. The bill’s defeat followed four days of intense debate at Holyrood last week about whether disabled and infirm people were properly protected from coercion. More details soon …
Prudential Plc ’s new business profit rose, thanks to growth in Hong Kong and China markets, as the insurer said it will buy back an additional $1.2 billion in its own stock. New business profit climbed 13% to $2.78 billion on an actual exchange rate basis in the 12 months to Dec. 31, according to a statement Wednesday. That compared with the $2.76 billion average estimate by three analysts compil...
Prudential Plc ’s new business profit rose, thanks to growth in Hong Kong and China markets, as the insurer said it will buy back an additional $1.2 billion in its own stock. New business profit climbed 13% to $2.78 billion on an actual exchange rate basis in the 12 months to Dec. 31, according to a statement Wednesday. That compared with the $2.76 billion average estimate by three analysts compiled by Bloomberg. The growth rate would have been 12% on a constant exchange rate basis, excluding interest rate and other economic movements. Prudential, which operates in 24 markets in Asia and Africa, has a plan to double new business profit to as much as $5.4 billion by 2027 from the level in 2022. The insurer has ramped up expansions in other markets facing challenges including China and Hong Kong.
Earnings Call Insights: NextNav Inc. (NN) Q4 2025 Management View Mariam Sorond, Chairman, CEO & President, highlighted a major regulatory milestone: "Earlier this month, the FCC formerly sent a draft notice of proposed rulemaking or NPRM, focused on PNT technology and solutions to the White House OMB. This is a critical step in the process, and I am confident in the NPRM advancing to report an or...
Earnings Call Insights: NextNav Inc. (NN) Q4 2025 Management View Mariam Sorond, Chairman, CEO & President, highlighted a major regulatory milestone: "Earlier this month, the FCC formerly sent a draft notice of proposed rulemaking or NPRM, focused on PNT technology and solutions to the White House OMB. This is a critical step in the process, and I am confident in the NPRM advancing to report an order." Sorond emphasized that this development validates NextNav's role in national security and critical infrastructure, especially as global adversaries invest in terrestrial PNT capabilities. Sorond described the company's unique value: "NextNav proposed solution is a one-of-one within this system of systems framework requiring capabilities that only NextNav can provide... a unique combination of wide-scale positioning, timing and 3D geolocation services which are commercially viable and we believe can be made available during the current administration." The company marked the operation of the world's first 5G-powered PNT network, noting its commencement as a significant step towards commercialization. Sorond stated, "the testing itself is for early commercialization purposes and is independent of the FCC's NPRM process." An expanded international partnership was announced: "MetCom has licensed our technology to power new terrestrial timing services in major Japanese metropolitan areas, highlighting both the strength of the deal and the international scalability of our platform." Lisa Hook was welcomed as Lead Independent Director, with Sorond citing her "decades of public company board experience at the intersection of technology, telecommunications and National security." Tim Gray, Chief Financial Officer, reported: "we finished the fourth quarter with approximately $152 million in cash, cash equivalents and short-term investments... we believe we have significant runway in funding for multiple years." Gray also stated: "In the fourth quarter, we recognized losses of a...
Good morning from a wet and gloomy Sydney. BHP has named company veteran Brandon Craig as CEO to replace Mike Henry. As expected, Australia’s central bank hiked interest rates for the second straight meeting, stepping up its fight against sticky inflation. More developments in the expanding war in the Middle East with President Donald Trump abandoning efforts to recruit partners for the conflict, ...
Good morning from a wet and gloomy Sydney. BHP has named company veteran Brandon Craig as CEO to replace Mike Henry. As expected, Australia’s central bank hiked interest rates for the second straight meeting, stepping up its fight against sticky inflation. More developments in the expanding war in the Middle East with President Donald Trump abandoning efforts to recruit partners for the conflict, while Asia’s oil refiners are ramping up crude purchases from outside the Middle East as the vital Strait of Hormuz remains virtually shut. - Sharon Klyne, private credit reporter. What’s happening now BHP Group appointed Brandon Craig as chief executive officer from July 1, replacing Mike Henry as the world’s biggest miner seeks to embark on a new leg of growth in copper and potash, while managing a slowdown in iron ore. Craig led BHP’s largest division, iron ore, through the pandemic before taking on the role of president of the company’s Americas operations in 2024. Meanwhile Woodside Energy Group named Liz Westcott as chief executive officer to replace former head Meg O’Neill, who departed unexpectedly in December for the top job at BP Plc. Australia’s central bank raised its key interest rate as rising energy costs from the widening war in Iran threaten to intensify price pressures. Governor Michele Bullock is talking tough on inflation, saying repeatedly at her press conference Tuesday that prices remained too high and that the board was worried about second-round effects. The Reserve Bank of Australia’s decision to hike shows that monetary authorities are combating a bigger foe than Iran — the pickup in inflation that fighting in the Middle East is likely to generate, writes Bloomberg Opinion’s Daniel Moss. Australia’s market for bond sales is trailing US and European peers since the start of the Iran war, as the conflict stokes inflation and pushes local borrowing costs to some of the highest in the developed world. What happened overnight Wall Street staged a cauti...
Synopsys, Inc. (NASDAQ:SNPS) is one of Jim Cramer’s latest stock calls as he discussed the bullish AI investment thesis amid the Iran conflict. Cramer showed bullish sentiment while discussing the company during the episode, as he said: Since we’re at NVIDIA’s GTC event, it’s time to take a closer look at some of the AI kingpin’s most important partners. Take Synopsys, that’s a leader in electroni...
Synopsys, Inc. (NASDAQ:SNPS) is one of Jim Cramer’s latest stock calls as he discussed the bullish AI investment thesis amid the Iran conflict. Cramer showed bullish sentiment while discussing the company during the episode, as he said: Since we’re at NVIDIA’s GTC event, it’s time to take a closer look at some of the AI kingpin’s most important partners. Take Synopsys, that’s a leader in electronic design and automation for semiconductors and electric components. It’s now a big player in engineering, simulation, and analysis following its acquisition of Ansys last year. Not only are they a key part of the chip food chain, but they also rely heavily on AI and accelerated computing to help their clients design better products. Now, this stock’s come in pretty significantly since last summer. This is off 35% from its highs last July… Long a company we have championed since the beginning of Mad Money. A woman reading and analyzing stock market data. Photo by Artem Podrez on Pexels Synopsys, Inc. (NASDAQ:SNPS) provides design and verification solutions for the semiconductor and electronics industries. It offers digital design tools, AI-driven software, and silicon-proven IP products that assist with the creation and manufacturing of integrated circuits. We recently mentioned the stock while discussing the best NASDAQ stocks to buy according to hedge funds. You can read more here. While we acknowledge the potential of SNPS 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: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Palantir Technologies (NasdaqGS:PLTR) and Keel Holdings are partnering to support the U.S. Navy's ShipOS initiative. The collaboration centers on deploying Palantir's Foundry and Artificial Intelligence Platform across Navy shipbuilding and supplier workflows....
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Palantir Technologies (NasdaqGS:PLTR) and Keel Holdings are partnering to support the U.S. Navy's ShipOS initiative. The collaboration centers on deploying Palantir's Foundry and Artificial Intelligence Platform across Navy shipbuilding and supplier workflows. ShipOS has authorized funding approaching US$500m, targeting modernization of the U.S. maritime industrial base. The project embeds Palantir's software in core logistics and manufacturing processes across defense and industrial supply chains. For investors tracking NasdaqGS:PLTR, this move sits within Palantir's government and defense software business, where long-term digital modernization programs can shape contract visibility. The ShipOS rollout connects Palantir not only to the Navy, but also to a broader network of shipyards and suppliers that rely on standardized data and workflow tools. Looking ahead, the scale and operational depth of ShipOS may influence how you think about Palantir's role in mission critical U.S. government programs and industrial supply chains. As the initiative progresses, the scope of deployments, renewals, and adjacent use cases will likely be key details for investors to monitor in future company updates and disclosures. Stay updated on the most important news stories for Palantir Technologies by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Palantir Technologies. NasdaqGS:PLTR Earnings & Revenue Growth as at Mar 2026 We've flagged 0 risks for Palantir Technologies. See which could impact your investment. Quick Assessment ❌ Price vs Analyst Target : At US$155.08 versus a consensus target of about US$185.83, the price sits roughly 17% below analyst expectations, but the target range is wide, from US$70 to US$260. ❌ Simply Wall St Valuation : The shares are described as trading a...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Palantir Technologies (NasdaqGS:PLTR) and Keel Holdings are partnering to support the U.S. Navy's ShipOS initiative. The collaboration centers on deploying Palantir's Foundry and Artificial Intelligence Platform across Navy shipbuilding and supplier workflows....
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Palantir Technologies (NasdaqGS:PLTR) and Keel Holdings are partnering to support the U.S. Navy's ShipOS initiative. The collaboration centers on deploying Palantir's Foundry and Artificial Intelligence Platform across Navy shipbuilding and supplier workflows. ShipOS has authorized funding approaching US$500m, targeting modernization of the U.S. maritime industrial base. The project embeds Palantir's software in core logistics and manufacturing processes across defense and industrial supply chains. For investors tracking NasdaqGS:PLTR, this move sits within Palantir's government and defense software business, where long-term digital modernization programs can shape contract visibility. The ShipOS rollout connects Palantir not only to the Navy, but also to a broader network of shipyards and suppliers that rely on standardized data and workflow tools. Looking ahead, the scale and operational depth of ShipOS may influence how you think about Palantir's role in mission critical U.S. government programs and industrial supply chains. As the initiative progresses, the scope of deployments, renewals, and adjacent use cases will likely be key details for investors to monitor in future company updates and disclosures. Stay updated on the most important news stories for Palantir Technologies by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Palantir Technologies. NasdaqGS:PLTR Earnings & Revenue Growth as at Mar 2026 We've flagged 0 risks for Palantir Technologies. See which could impact your investment. Quick Assessment ❌ Price vs Analyst Target : At US$155.08 versus a consensus target of about US$185.83, the price sits roughly 17% below analyst expectations, but the target range is wide, from US$70 to US$260. ❌ Simply Wall St Valuation : The shares are described as trading a...
RBC Capital Markets downgraded Starbucks ( SBUX ) to Sector Perform after having the restaurant stock set at Outperform. Analyst Logan Reich and his team still believe there is room for further North America top-line improvement and view FY28 same-store sales growth targets as achievable. However, the investments required to drive the improvement are expected to be larger and more permanent than p...
RBC Capital Markets downgraded Starbucks ( SBUX ) to Sector Perform after having the restaurant stock set at Outperform. Analyst Logan Reich and his team still believe there is room for further North America top-line improvement and view FY28 same-store sales growth targets as achievable. However, the investments required to drive the improvement are expected to be larger and more permanent than previously thought, while the path to margin improvement remains somewhat unclear to the firm. Reich warned that investor top-line growth expectations on Starbucks ( SBUX ) are elevated, leaving less room for upside. "And while we think the company's FY28 target of 3%+ SSS growth (global & NA) is achievable, the path to upside remains unclear, particularly given Street SSS estimates for both NA & global in FY26/FY27/FY28 are 3.6%/3.5%/3.4%," he warned. In terms of valuation, Starbucks ( SBUX ) was noted to be trading at a premium to historical averages. RBC Capital Markets assigned a price target of $105 to Starbucks ( SBUX ) vs. the 52-week trading range of $75.50 to $104.82. More on Starbucks Starbucks: What The 3-Step DuPont Model Reveals About Valuation Starbucks Just MIGHT Be Starting To See The (Asset) Lite Via China (Upgrade) Starbucks: The Growth Story Is Not Compelling Enough At The Current Valuation (Rating Downgrade) Proxy firms warn Starbucks of reputational risk from persistent labor issues Starbucks snaps six straight sessions of gains
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Super Micro Computer (NasdaqGS:SMCI) introduced one of the first context memory (CMX) storage servers built for NVIDIA's new STX reference architecture. The company announced the CMX system at NVIDIA GTC 2026 alongside seven turnkey AI Data Platform solution...
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Super Micro Computer (NasdaqGS:SMCI) introduced one of the first context memory (CMX) storage servers built for NVIDIA's new STX reference architecture. The company announced the CMX system at NVIDIA GTC 2026 alongside seven turnkey AI Data Platform solutions. The new offerings are developed with leading data partners and are aimed at long context, agentic AI workloads and enterprise AI deployment. For investors watching AI infrastructure, this move reinforces how central storage and data platforms have become as AI models grow in size and complexity. Super Micro Computer, known for its server and storage systems, is now tying its product roadmap more tightly to NVIDIA's architectures and to data platform providers that sit at the core of enterprise AI projects. The focus on long context, agentic AI workloads points to use cases such as complex assistants, analytics, and automation that depend on fast access to very large datasets. For you, the key takeaway is that SMCI is not just selling hardware; it is positioning integrated, turnkey platforms that could make AI deployment more straightforward for enterprises that want ready to use building blocks rather than piecing together custom stacks. Stay updated on the most important news stories for Super Micro Computer by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Super Micro Computer. NasdaqGS:SMCI Earnings & Revenue Growth as at Mar 2026 📰 Beyond the headline: 1 risk and 3 things going right for Super Micro Computer that every investor should see. For Super Micro Computer, the CMX storage server and the seven AI Data Platform solutions underline a push to sit closer to the center of large AI projects rather than only supplying individual servers. By aligning tightly with NVIDIA’s new STX architecture and working...
Let’s call it a quasi off switch… a pause button that shocked the pessimists and just created a huge wave of stock buying. And what did they buy?… They bought everything in the room. See, what you see behind me is the wide world of NVIDIA. This is GTC, the AI festival of everything that drives the tech world… They bought the whole wide world of Jensen Huang and everything in it. We went to listen ...
Let’s call it a quasi off switch… a pause button that shocked the pessimists and just created a huge wave of stock buying. And what did they buy?… They bought everything in the room. See, what you see behind me is the wide world of NVIDIA. This is GTC, the AI festival of everything that drives the tech world… They bought the whole wide world of Jensen Huang and everything in it. We went to listen to the keynote speech that Jensen Huang gives every year. He told the tale of endless demand. Story Continues Photo by Christian Wiediger on Unsplash NVIDIA Corporation (NASDAQ:NVDA) develops accelerated computing and AI platforms, GPUs for gaming and professional use, cloud services, robotics and embedded systems, and automotive technologies. While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Disclosure: None. Follow Insider Monkey on Google News.