Micron Technology Inc. (NASDAQ:MU) is one of the best data center stocks to buy right now. On April 8, UBS reiterated its Buy rating on Micron Technology Inc. (NASDAQ:MU), noting that it is well-positioned to benefit from continued pricing strength across DRAM and NAND memory. Consequently, the research firm raised the stock’s price target to […]
Micron Technology Inc. (NASDAQ:MU) is one of the best data center stocks to buy right now. On April 8, UBS reiterated its Buy rating on Micron Technology Inc. (NASDAQ:MU), noting that it is well-positioned to benefit from continued pricing strength across DRAM and NAND memory. Consequently, the research firm raised the stock’s price target to […]
Anthropic PBC is planning to release its closely watched Mythos artificial intelligence model to UK financial institutions in the coming week. The tech company is gradually expanding “ Project Glasswing ,” a program to give select organizations early access to the AI, after discovering that the model is a powerful tool for spotting and potentially exploiting cybersecurity vulnerabilities. “That is...
Anthropic PBC is planning to release its closely watched Mythos artificial intelligence model to UK financial institutions in the coming week. The tech company is gradually expanding “ Project Glasswing ,” a program to give select organizations early access to the AI, after discovering that the model is a powerful tool for spotting and potentially exploiting cybersecurity vulnerabilities. “That is in the very near term, in the next week,” said Pip White, Anthropic’s head for the UK, Ireland and northern Europe, in an interview on Bloomberg Television. “As you would expect, the engagement I have had from UK CEOs in the last week has been significant.” Read More: Inside Anthropic’s Race to Assess the Dangers of Mythos Anthropic said earlier this month that it would limit the release of the AI model to give cybersecurity professionals a chance to test it against their own defences. According to Anthropic, Mythos testing has already found thousands of “zero-day” vulnerabilities during testing, including in every major operating system and every major web browser. The initial group in the Glasswing program included large tech companies: Amazon.com Inc. , Apple Inc. , Microsoft Corp. , Cisco Systems Inc. Soon after Glasswing was announced, US Treasury Secretary Scott Bessent and Federal Reserve Chair Jerome Powell summoned Wall Street leaders for an urgent discussion about Anthropic’s Mythos and similar AI models. The lack of access and limited knowledge about the capabilities of the model has sparked concerns among banks and government agencies. Bank of England Governor Andrew Bailey said on Tuesday that global regulators need to rapidly evaluate the threat posed by Anthropic’s model. “We are putting our own safeguards and our own limitations around this product because we know how powerful it can be,” White said. The UK’s AI Security Institute said on Wednesday that it had access. The government-backed institution in charge of evaluating AI risks found that the model wa...
NVIDIA Corporation (NASDAQ:NVDA) is one of the best data center stocks to buy right now. The company is pioneering the AI infrastructure, including GPU systems and software that power data centers for inference and training. On April 10, NVIDIA Corporation (NASDAQ:NVDA) highlighted the breakthroughs it is making to bring AI into the physical world. Its […]
NVIDIA Corporation (NASDAQ:NVDA) is one of the best data center stocks to buy right now. The company is pioneering the AI infrastructure, including GPU systems and software that power data centers for inference and training. On April 10, NVIDIA Corporation (NASDAQ:NVDA) highlighted the breakthroughs it is making to bring AI into the physical world. Its […]
Microsoft Corporation (NASDAQ:MSFT) is one of the best data center stocks to buy right now. On April 13, analysts at Bernstein touted Microsoft Corporation (NASDAQ:MSFT) due to improvements in its artificial intelligence capabilities. According to the research firm, the company is increasing capacity, with a delay of less than 6 months. In addition, the research […]
Microsoft Corporation (NASDAQ:MSFT) is one of the best data center stocks to buy right now. On April 13, analysts at Bernstein touted Microsoft Corporation (NASDAQ:MSFT) due to improvements in its artificial intelligence capabilities. According to the research firm, the company is increasing capacity, with a delay of less than 6 months. In addition, the research […]
Oracle Corporation (NYSE:ORCL) is one of the best data center stocks to buy right now. On April 13, Oracle Corporation (NYSE:ORCL) expanded its strategic partnership with Bloom Energy. In return, the company will gain access to 2.8 gigawatts of fuel cell systems to support its build-out of artificial intelligence and cloud computing infrastructure. Under a […]
Oracle Corporation (NYSE:ORCL) is one of the best data center stocks to buy right now. On April 13, Oracle Corporation (NYSE:ORCL) expanded its strategic partnership with Bloom Energy. In return, the company will gain access to 2.8 gigawatts of fuel cell systems to support its build-out of artificial intelligence and cloud computing infrastructure. Under a […]
Key PointsAlthough the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have excelled over the long term, they may be entering a period of heightened volatility.
Key PointsAlthough the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have excelled over the long term, they may be entering a period of heightened volatility.
lcva2/iStock Editorial via Getty Images In our last update, we reiterated a buy rating for Sodexo S.A. ( SDXOF ) ( SDXAY ). This was due to a decline in the share price and lower guidance for 2026. Additionally, we were more pessimistic in our 2026 margin forecast. That said, we liked the company’s focus on the US, ongoing IT investments, and sector consolidation. Our buy rating was also supported...
lcva2/iStock Editorial via Getty Images In our last update, we reiterated a buy rating for Sodexo S.A. ( SDXOF ) ( SDXAY ). This was due to a decline in the share price and lower guidance for 2026. Additionally, we were more pessimistic in our 2026 margin forecast. That said, we liked the company’s focus on the US, ongoing IT investments, and sector consolidation. Our buy rating was also supported by attractive valuations, along with support for dividend payments and potential buybacks. Thanks to strong free cash flow, we underwrote a positive investment case. With several of our initial assumptions no longer valid and following a 23% decline in the share price since we initiated coverage (Fig. 1), we decided to move our rating to Neutral. While this is not our preferred outcome, we believe a more cautious stance is warranted at this stage. Mare Ev. Lab Rating Update Fig. 1 H1 Results and Our Neutral Stance Sodexo reported top-line sales of €12.1 billion, with organic growth of around 2%, but a change vs. H1 2025 of -3.7% (Fig. 2). Sales were -0.5% below Wall Street consensus, with underlying operating profit of €442 million, again -19% below consensus at €547 million. Sales growth was largely driven by pricing rather than volume, but was impacted by negative FX effects, particularly from the US dollar. On the GEO basis, results across regions were mixed. Europe was supportive thanks to new contracts, while North America, the group’s largest market, is under pressure due to prior contract losses and softer demand in key segments. This led to a lower operating profit margin that reached 3.7%, below expectations. Sodexo H1 2026 Results in a Snap Fig. 2 Why are we now neutral? At a high level, nearly all indicators show a decline versus the prior-year period. First of all, almost every ratio is lower than the same period last year. However, on a 12-month view, top-line sales are now expected to be in the range of 0.5-1.0% (from a previous outlook of 1.5-2.5%). This ref...