After 144 Years In New Jersey, Exxon Asks Shareholders To Back Texas Move To Cut Litigation Risks Whether it is Chevron, Tesla, Oracle, Caterpillar, CBRE, Fisher Investments, and/or an expanding roster of other major companies, corporate America has spent the better part of the post-Covid era shifting headquarters to Texas for one simple reason: the state offers a much more business-friendly envir...
After 144 Years In New Jersey, Exxon Asks Shareholders To Back Texas Move To Cut Litigation Risks Whether it is Chevron, Tesla, Oracle, Caterpillar, CBRE, Fisher Investments, and/or an expanding roster of other major companies, corporate America has spent the better part of the post-Covid era shifting headquarters to Texas for one simple reason: the state offers a much more business-friendly environment than left-leaning blue states. In a proxy filing on Tuesday, Exxon Mobil asked shareholders to approve moving its legal domicile from New Jersey to Texas after more than a century in New Jersey. The main reason executives want to move to the red state is its friendlier business climate, which offers more predictable decision-making and could also reduce exposure to frivolous lawsuits. "The Texas Redomiciliation may reduce the risk of future frivolous litigation against the Texas Corporation and its directors and officers," Exxon wrote in the filing. If approved at Exxon's May 27 shareholder meeting, the company would be governed by Texas law on issues such as bylaws, director duties, and shareholder rights. Exxon noted that most of its senior leadership and about a third of its global workforce are already based in Texas. Exxon's evolution from its Standard Oil days has left it incorporated in New Jersey since the 1880s, and its attempt to move is yet another example of corporate America abandoning states run by left-wing politicians pushing a failed green agenda and other destructive progressive policies in favor of red states governed by common sense. Here's a partial list of physical headquarters moved to Texas: Chevron — from San Ramon, California, to Houston, announced in August 2024. Tesla — from Palo Alto, California, to Austin, announced in 2021. Oracle — from Redwood City, California, to Austin, announced in 2020. Caterpillar — from Illinois to Irving, Texas, announced in 2022. Hewlett Packard Enterprise — from San Jose, California, to Spring, Texas, announc...
Richard Bernstein Advisors LLC cut its position in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 55.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,635 shares of the semiconductor manufacturer's stock after selling 13,092 shares during the quarter. Richard Bernste...
Richard Bernstein Advisors LLC cut its position in shares of Micron Technology, Inc. (NASDAQ:MU - Free Report) by 55.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 10,635 shares of the semiconductor manufacturer's stock after selling 13,092 shares during the quarter. Richard Bernstein Advisors LLC's holdings in Micron Technology were worth $1,779,000 at the end of the most recent quarter. Get Micron Technology alerts: Sign Up A number of other hedge funds have also recently added to or reduced their stakes in MU. REAP Financial Group LLC acquired a new position in shares of Micron Technology in the 3rd quarter valued at about $25,000. Barnes Dennig Private Wealth Management LLC purchased a new position in shares of Micron Technology during the 3rd quarter valued at approximately $27,000. Howard Hughes Medical Institute acquired a new stake in shares of Micron Technology in the 2nd quarter valued at about $30,000. Cullen Frost Bankers Inc. increased its holdings in shares of Micron Technology by 79.3% in the 3rd quarter. Cullen Frost Bankers Inc. now owns 199 shares of the semiconductor manufacturer's stock valued at $33,000 after acquiring an additional 88 shares during the last quarter. Finally, WealthCollab LLC boosted its holdings in shares of Micron Technology by 4,500.0% in the 2nd quarter. WealthCollab LLC now owns 276 shares of the semiconductor manufacturer's stock valued at $34,000 after buying an additional 270 shares during the period. 80.84% of the stock is owned by institutional investors and hedge funds. Insiders Place Their Bets In other news, EVP Manish H. Bhatia sold 26,623 shares of the firm's stock in a transaction that occurred on Thursday, January 22nd. The stock was sold at an average price of $391.04, for a total value of $10,410,657.92. Following the completion of the sale, the executive vice president directly owned 323,486 sh...
NVIDIA Corporation NVDA shares have soared 67.3% over the past year, outperforming the broader Zacks Semiconductor – General industry’s rise of 59.2%. NVDA has even outpaced major semiconductor companies, including QUALCOMM QCOM, STMicroelectronics STM and Texas Instruments TXN. Shares of STMicroelectronics and Texas Instruments have gained 34.5% and 10.4% in the trailing 12 months, while shares o...
NVIDIA Corporation NVDA shares have soared 67.3% over the past year, outperforming the broader Zacks Semiconductor – General industry’s rise of 59.2%. NVDA has even outpaced major semiconductor companies, including QUALCOMM QCOM, STMicroelectronics STM and Texas Instruments TXN. Shares of STMicroelectronics and Texas Instruments have gained 34.5% and 10.4% in the trailing 12 months, while shares of QUALCOMM have declined 9.8%. NVIDIA One-Year Price Return Performance Image Source: Zacks Investment Research NVIDIA has been a key beneficiary of the artificial intelligence (AI) boom, which has driven strong demand for its graphics processing units (GPUs) and computing solutions. As the demand for hardware supporting AI and high-performance computing is likely to remain strong, NVDA is well-positioned to benefit. This makes the stock a better investment option right now. Data Center Business: Key Growth Catalyst for NVIDIA NVIDIA’s most powerful growth engine continues to be its Data Center business. In the fourth quarter of fiscal 2026, the segment generated $62.31 billion in revenues, representing 91.5% of total sales. This marked a staggering 75% year-over-year increase and 22% sequential growth. The robust performance was mainly driven by higher shipments of the Blackwell GPU computing platforms that are used for the training and inference of large language models, recommendation engines and generative AI applications. The demand for NVIDIA’s Blackwell GPU computing platforms has been a key catalyst as cloud providers and enterprises scale their AI infrastructure. Large cloud service providers contributed to the majority of Data Center revenues, indicating continued hyperscale investment in AI-driven computing. With AI adoption accelerating across industries, NVIDIA's stronghold in data centers makes it a critical beneficiary of this trend. The company’s leadership in AI chip development positions it well for sustained revenue growth in this segment. NVIDIA’s Strong...
NVIDIA Corporation NVDA shares have soared 67.3% over the past year, outperforming the broader Zacks Semiconductor – General industry’s rise of 59.2%. NVDA has even outpaced major semiconductor companies, including QUALCOMM QCOM, STMicroelectronics STM and Texas Instruments TXN. Shares of STMicroelectronics and Texas Instruments have gained 34.5% and 10.4% in the trailing 12 months, while shares o...
NVIDIA Corporation NVDA shares have soared 67.3% over the past year, outperforming the broader Zacks Semiconductor – General industry’s rise of 59.2%. NVDA has even outpaced major semiconductor companies, including QUALCOMM QCOM, STMicroelectronics STM and Texas Instruments TXN. Shares of STMicroelectronics and Texas Instruments have gained 34.5% and 10.4% in the trailing 12 months, while shares of QUALCOMM have declined 9.8%. NVIDIA One-Year Price Return Performance Zacks Investment Research Image Source: Zacks Investment Research NVIDIA has been a key beneficiary of the artificial intelligence (AI) boom, which has driven strong demand for its graphics processing units (GPUs) and computing solutions. As the demand for hardware supporting AI and high-performance computing is likely to remain strong, NVDA is well-positioned to benefit. This makes the stock a better investment option right now. Data Center Business: Key Growth Catalyst for NVIDIA NVIDIA’s most powerful growth engine continues to be its Data Center business. In the fourth quarter of fiscal 2026, the segment generated $62.31 billion in revenues, representing 91.5% of total sales. This marked a staggering 75% year-over-year increase and 22% sequential growth. The robust performance was mainly driven by higher shipments of the Blackwell GPU computing platforms that are used for the training and inference of large language models, recommendation engines and generative AI applications. The demand for NVIDIA’s Blackwell GPU computing platforms has been a key catalyst as cloud providers and enterprises scale their AI infrastructure. Large cloud service providers contributed to the majority of Data Center revenues, indicating continued hyperscale investment in AI-driven computing. With AI adoption accelerating across industries, NVIDIA's stronghold in data centers makes it a critical beneficiary of this trend. The company’s leadership in AI chip development positions it well for sustained revenue growth in thi...
Oracle (NYSE:ORCL - Get Free Report) had its price target dropped by equities research analysts at Robert W. Baird from $300.00 to $200.00 in a research report issued on Tuesday,Benzinga reports. The brokerage presently has an "outperform" rating on the enterprise software provider's stock. Robert W. Baird's price target suggests a potential upside of 31.98% from the company's current price. Get O...
Oracle (NYSE:ORCL - Get Free Report) had its price target dropped by equities research analysts at Robert W. Baird from $300.00 to $200.00 in a research report issued on Tuesday,Benzinga reports. The brokerage presently has an "outperform" rating on the enterprise software provider's stock. Robert W. Baird's price target suggests a potential upside of 31.98% from the company's current price. Get Oracle alerts: Sign Up A number of other research firms have also weighed in on ORCL. The Goldman Sachs Group upgraded Oracle to a "strong-buy" rating in a report on Monday, January 12th. Citigroup dropped their target price on shares of Oracle from $370.00 to $310.00 and set a "buy" rating on the stock in a research report on Wednesday, March 4th. JPMorgan Chase & Co. cut their price objective on Oracle from $270.00 to $230.00 and set a "neutral" rating on the stock in a research report on Thursday, December 11th. UBS Group restated a "buy" rating on shares of Oracle in a report on Monday, February 2nd. Finally, Piper Sandler dropped their price objective on Oracle from $290.00 to $240.00 and set an "overweight" rating on the stock in a research note on Monday, February 2nd. Three investment analysts have rated the stock with a Strong Buy rating, twenty-six have given a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $272.23. Get Our Latest Research Report on ORCL Oracle Stock Performance Shares of ORCL stock opened at $151.54 on Tuesday. The business's 50-day moving average price is $168.85 and its 200-day moving average price is $220.05. The firm has a market capitalization of $435.39 billion, a price-to-earnings ratio of 28.48, a PEG ratio of 1.34 and a beta of 1.66. Oracle has a 12 month low of $118.86 and a 12 month high of $345.72. The company has a current ratio of 0.91, a quick ratio of 0.91 and a debt...
TLDR Citigroup designated Nvidia, Broadcom, Texas Instruments, and Monolithic Power Systems as premier semiconductor investments AI infrastructure investments push data center chip demand to 34% of the total semiconductor market Nvidia delivered $68.1 billion in quarterly revenue with 73% annual growth; Broadcom achieved 29% growth reaching $19.31 billion Price objectives established at $270 for N...
TLDR Citigroup designated Nvidia, Broadcom, Texas Instruments, and Monolithic Power Systems as premier semiconductor investments AI infrastructure investments push data center chip demand to 34% of the total semiconductor market Nvidia delivered $68.1 billion in quarterly revenue with 73% annual growth; Broadcom achieved 29% growth reaching $19.31 billion Price objectives established at $270 for Nvidia and $475 for Broadcom by Citi analysts Intel and Qualcomm earned only Neutral designations due to weakening PC and mobile device market conditions Following comprehensive analysis of recent quarterly earnings results, Citigroup analysts have identified four semiconductor manufacturers as preferred investment opportunities. The financial institution awarded Buy ratings to Nvidia, Broadcom, Texas Instruments, and Monolithic Power Systems. According to the bank’s research, data center operations currently represent approximately 34% of total semiconductor consumption. Continuous capital deployment in artificial intelligence infrastructure remains the primary catalyst sustaining elevated demand levels. Citigroup positions Nvidia and Broadcom as essential portfolio components for investors seeking exposure to AI-driven capital expenditure trends. Texas Instruments and Monolithic Power earned recognition based on favorable product development trajectories and operational enhancements. NVIDIA Corporation, NVDA Nvidia delivered quarterly revenue of $68.1 billion, representing a 73% surge compared to the equivalent period one year earlier. The overwhelming majority of this expansion originated from artificial intelligence processors deployed in hyperscale data center environments operated by leading cloud service providers. Citigroup established a $270 price objective for Nvidia. The broader analyst community forecasts approximately 49% appreciation potential for the equity, accompanied by a consensus Strong Buy recommendation. Broadcom announced revenue of $19.31 billion duri...
(RTTNews) - TKO Group Holdings, Inc. (TKO), a sports and entertainment company, Tuesday announced that it entered into an accelerated share repurchase or ASR agreement to buy back $800 million of its outstanding Class A common stock. Further, the entertainment firm has also entered into a 10b5-1 trading plan to repurchase up to $200 million of its outstanding Class A common stock. Under the ASR ag...
(RTTNews) - TKO Group Holdings, Inc. (TKO), a sports and entertainment company, Tuesday announced that it entered into an accelerated share repurchase or ASR agreement to buy back $800 million of its outstanding Class A common stock. Further, the entertainment firm has also entered into a 10b5-1 trading plan to repurchase up to $200 million of its outstanding Class A common stock. Under the ASR agreement, the company will pay $800 million to Morgan Stanley & Co. LLC and will expect to receive an initial delivery of 3,136,179 shares of Class A common stock. The total number of shares will be based on the volume-weighted average price of Class A common stock on specified dates during the term of the ASR Agreement. Transactions under the ASR agreement are surmised to be completed in June with repurchases taking place under the 10b5-1 Plan once the ASR agreement is completed. In pre-market activity, TKO shares were trading at $205.91, up 0.88% on the New York Stock Exchange. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Joe Hendrickson/iStock Editorial via Getty Images Up until late November of last year, one financial company that I was bullish about was SoFi Technologies, Inc. ( SOFI ). Conceptually, it is a fascinating business. And lately, the growth achieved by the company has been extraordinary. During the time that I had been bullish about it, dating from December of 2023 until I subsequently downgraded it...
Joe Hendrickson/iStock Editorial via Getty Images Up until late November of last year, one financial company that I was bullish about was SoFi Technologies, Inc. ( SOFI ). Conceptually, it is a fascinating business. And lately, the growth achieved by the company has been extraordinary. During the time that I had been bullish about it, dating from December of 2023 until I subsequently downgraded it late last year, the stock generated upside for investors of 172.8%. This far surpassed the 39.7% increase that the S&P 500 saw over the same window of time. And even though the company was growing at a rapid pace, and that growth looked set to continue, I argued that further upside would be limited. Interestingly, the market seems to agree with me. In fact, since that article, the stock has plummeted, falling 32.8% while the S&P 500 is up 1.1%. As disappointing as this is for those who owned the stock, I view this as an opportunity for those who don't and for those who want to buy more of it. Although I would love for shares to be cheaper than they currently are, I believe that they are now cheap enough, especially relative to other firms that have similarities to it, to justify a more bullish assessment. Because of that, I have decided to upgrade the stock to a soft ‘buy’ at this time. I smell an opportunity For those not familiar with SoFi Technologies, the company is a major player in the financial sector. But it's not just any financial business. It would be more appropriate to describe it as a financial technology company that operates a financial services platform dedicated to providing a wide array of services like personal loans, home loans, credit cards, and even investment options. You can envision it as a one-stop shop for the financial space. And over its long life, the business has grown to a rather significant size. The company's growth has been fueled by a really fantastic flywheel. In essence, what happens is that it onboards users who are interested in the...
Photographer: Michael Nagle/Bloomberg Amazon.com Inc. has kicked off what is likely to be one of the biggest corporate bond offerings ever, in the latest blockbuster fundraising to pay for the artificial intelligence boom. The tech giant is targeting the equivalent of about $37 billion to $42 billion in a cross-Atlantic offering in dollars and euros, according to people with knowledge of the matte...
Photographer: Michael Nagle/Bloomberg Amazon.com Inc. has kicked off what is likely to be one of the biggest corporate bond offerings ever, in the latest blockbuster fundraising to pay for the artificial intelligence boom. The tech giant is targeting the equivalent of about $37 billion to $42 billion in a cross-Atlantic offering in dollars and euros, according to people with knowledge of the matter. Most Read from Bloomberg The firm is marketing US high-grade bonds in as many as 11 tranches, ranging from 2 to 50 years, and seeks to raise $25 billion to $30 billion, the people said, asking not to be identified because discussions are private. Initial price discussions for the longest portion of the deal — a note maturing in 2076 — are a premium of about 1.55 percentage point above Treasuries, one of the people said. The firm also is also targeting raising as much as €10 billion from a potential eight-part debut euro bond sale with maturities of two to 38 years. The euro market has never had an eight-tranche offering. Representatives for HSBC Holdings Plc, Citigroup Inc., Goldman Sachs Group Inc. and JPMorgan Chase & Co. — the banks managing the dollar-bond offering — didn’t immediately respond to a comment request. Bond sales have restarted globally as gauges of credit risk fell after US President Donald Trump hinted that the war with Iran will end soon. At least €21 billion ($24 billion) bonds are set price in Europe on Tuesday, making it the busiest day since the conflict in the Middle East started last week. Amazon’s deal the latest in a series of jumbo bond sales by hyperscalers as they plan to invest hundreds of billions of dollars in AI infrastructure. Investors have so far been eager buyers, placing orders several times the size of recent offerings. Last month alone, Alphabet Inc. raised roughly $32 billion in the US and European high-grade bond markets, with Oracle Corp. borrowing another $25 billion in the US. Amazon last tapped the market in November, when ...
Futu Holdings FUTU is scheduled to report its fourth-quarter 2025 results on March 12. For the fourth quarter of 2025, FUTU expects net asset inflow momentum to remain robust, despite mark-to-market conditions turning negative quarter to date. Client acquisition costs are likely to stay within the full-year target range of HKD 2,500 to HKD 3,000. The Zacks Consensus Estimate for fourth-quarter rev...
Futu Holdings FUTU is scheduled to report its fourth-quarter 2025 results on March 12. For the fourth quarter of 2025, FUTU expects net asset inflow momentum to remain robust, despite mark-to-market conditions turning negative quarter to date. Client acquisition costs are likely to stay within the full-year target range of HKD 2,500 to HKD 3,000. The Zacks Consensus Estimate for fourth-quarter revenues is pegged at $815.09 million, implying year-over-year growth of 42.84%. FUTU’s shares have declined 23.1% over the past six-months, while the Zacks Financial - Miscellaneous Services industry and the Zacks Finance sector have declined 29.7% and 1.6%, respectively. FUTU’s 6-Month Performance Image Source: Zacks Investment Research Let us see how things are broadly shaping up for the upcoming announcement. Factors to Consider Futu Holdings is expected to have entered the fourth quarter on a strong operational footing, building on accelerated client additions and deepening its positioning as a leading tech-driven brokerage and wealth management platform. Strong equity market performance and an active Hong Kong IPO pipeline are expected to sustain elevated trading volumes, while the company's expanding crypto business and growing international footprint are expected to have served as incremental revenue contributors. On the U.S. front, Moomoo ran a "Trade Smart" out-of-home advertising campaign across New York City from October through December 2025, targeting an estimated 3.4 million daily commuters. The campaign is expected to have supported U.S. client acquisition during the quarter. In December 2025, FUTU partnered with OTC Markets' MOON ATS to extend overnight U.S. stock trading access to retail investors globally. This product enhancement is expected to have deepened engagement among active traders and widened the platform's addressable trading window, levers that have historically translated into higher brokerage commission income for the company. Crypto trading, w...
GE Vernova Inc.’s GEV shares have risen 14.8% in the past three months, outperforming its Zacks Alternate Energy – Other industry’s growth of 4.1%. One key benefit of the rapidly expanding construction of Artificial Intelligence data centers is their massive electricity demand, which creates strong opportunities for GE Vernova to supply power through its turbines and grid equipment. Image Source: ...
GE Vernova Inc.’s GEV shares have risen 14.8% in the past three months, outperforming its Zacks Alternate Energy – Other industry’s growth of 4.1%. One key benefit of the rapidly expanding construction of Artificial Intelligence data centers is their massive electricity demand, which creates strong opportunities for GE Vernova to supply power through its turbines and grid equipment. Image Source: Zacks Investment Research Other alternative energy stocks, such as Crescent Energy Company CRGY and Bloom Energy BE, have also outperformed the industry during the past three months. Shares of Crescent Energy and Bloom Energy have risen 22.5% and 49.4%, respectively, over the said period. Considering GE Vernova’s outperformance, investors might be left wondering if this is a good time to add the stock to their portfolio. Let's examine the factors that contributed to the share price gain and assess the stock's investment prospects to make an informed decision Factors in Favor of GEV GE Vernova is working to improve profitability in its wind segment by implementing cost controls, optimizing its project portfolio and streamlining operations, which help offset past margin pressures in the wind industry. At the same time, its gas power and power services businesses continue to deliver solid performance, supported by strong demand for gas turbines, maintenance services and upgrades from utilities seeking reliable power generation. The rapid expansion of data centers and the accelerating adoption of Artificial Intelligence are significantly increasing electricity consumption, creating broader growth opportunities for GE Vernova’s gas turbines, grid solutions and related power infrastructure as countries and companies invest in strengthening their energy systems to meet rising power needs. In March 2026, GE Vernova secured an IVPC Group contract for a more than 100-megawatt (MW) Fortore Wind Farm in Italy. The company will provide 17 of its advanced onshore wind turbines and delive...
Sundry Photography/iStock Editorial via Getty Images Hewlett Packard Enterprise's ( HPE ) mixed fiscal first-quarter results and outlook, which beat estimates, received largely positive reactions from analysts. Shares of Hewlett Packard dipped about 2% premarket on Tuesday. Citi kept its Buy rating on Hewlett and raised the price target on the stock to $27 from $26. "HPE posted revenues slightly b...
Sundry Photography/iStock Editorial via Getty Images Hewlett Packard Enterprise's ( HPE ) mixed fiscal first-quarter results and outlook, which beat estimates, received largely positive reactions from analysts. Shares of Hewlett Packard dipped about 2% premarket on Tuesday. Citi kept its Buy rating on Hewlett and raised the price target on the stock to $27 from $26. "HPE posted revenues slightly below Street expectations while EPS upsided on higher margins and better than expected FCF. Management noted double digit yy order momentum significantly outpacing revenues across segments. AI orders of $1.5bln (including networking), resulting in $5.3bln of AI backlog. Management reaffirmed revenue growth expectations of 5-10% (normalized basis) with networking exceeding prior expectations while cloud+AI growth downticking given component pricing impacts and supply constraints," said analysts at Citi. The analysts noted that fiscal year 2026 EPS guidance was updated to $2.40 at midpoint, versus $2.35 previously, on lower net interest expense. The free cash flow, or FCF, outlook was updated to at least $2B given improved working capital, the analysts added. "We remain constructive on HPE shares given attractive valuation levels, prudent FY26 outlook with attainable targets given their expanded networking offerings," said the analysts. BofA also maintained its Buy rating and increased the price objective to $32 from $29. "We reiterate Buy on Juniper synergies upside potential, structurally higher margins and upside from AI," said analysts led by Wamsi Mohan. The analysts noted that demand has remained strong despite HPE raising prices multiple times in the calendar fourth quarter in response to component cost increases. Despite this, the company's management is being prudent and has factored in some demand elasticity into the second half of fiscal year 2026 guidance. The analysts added that Hewlett is also managing the mix by favoring higher-margin businesses, including netwo...
Key Stats for Intel Stock Stock Movement (Recent): -5.5% -5.5% Current Price: $43 $43 Target Price: $82 Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>> What Happened? The market is currently obsessed with Intel Corporation’s (INTC) “make-or-break” transition. Under the leadership of new CEO Lip-Bu Tan, the Silicon Valley pioneer is...
Key Stats for Intel Stock Stock Movement (Recent): -5.5% -5.5% Current Price: $43 $43 Target Price: $82 Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>> What Happened? The market is currently obsessed with Intel Corporation’s (INTC) “make-or-break” transition. Under the leadership of new CEO Lip-Bu Tan, the Silicon Valley pioneer is executing a brutal but necessary turnaround to reclaim its manufacturing crown from Taiwan Semiconductor Manufacturing Co. (TSMC). The vibe on Wall Street is strictly “show-me.” Investors recognize the massive geopolitical and strategic value of a dominant American foundry, but they are terrified of the near-term capital expenditures and execution risks required to get there. Despite the near-term punishment, the fundamental narrative is shifting back in Intel’s favor. At the recent Morgan Stanley Technology, Media & Telecom Conference, CFO David Zinsner revealed a surprising twist: CPUs are “cool again.” While the last few years have been entirely dominated by NVIDIA’s AI graphics processing units (GPUs), the market is now shifting toward “agentic AI.” These are autonomous AI models that perform complex, multi-step actions across different software applications. This heavy orchestration requires massive CPU power working seamlessly alongside the GPUs. Zinsner stated verbatim: “I think that this back half of the year of last year, where we really started to see the pickup in demand really showed that, hey, actually, as you move into… agentic, as we’re looking at better orchestration away from just running the LLM, into the orchestration aspects, all of that has to be run on CPUs. And we’re seeing the benefits now of that.” Intel Stock Price Target (TIKR) See analysts’ growth forecasts and price targets for Intel stock (It’s free!) >>> Is Intel Undervalued Today? When you zoom out from the daily noise and compare Intel to its peers, the market is pricing the stock at a stee...
Applied Digital APLD designs, builds and operates high-performance data centers for AI, cloud and blockchain workloads. The company has increasingly positioned itself as a hyperscale AI infrastructure provider, anchoring its growth strategy around long-term lease agreements with investment-grade tenants. Shares of APLD have appreciated 58% over the past six months, significantly outpacing the Zack...
Applied Digital APLD designs, builds and operates high-performance data centers for AI, cloud and blockchain workloads. The company has increasingly positioned itself as a hyperscale AI infrastructure provider, anchoring its growth strategy around long-term lease agreements with investment-grade tenants. Shares of APLD have appreciated 58% over the past six months, significantly outpacing the Zacks Finance Miscellaneous Services industry's decline of 29.7% and the broader Finance sector's drop of 1.6%. The stock has also outperformed key peers during the same period, with Equinix EQIX shares advancing 18.4% while Riot Platforms RIOT shares declining 6.2%. The outperformance is driven by APLD’s expanding hyperscaler partnerships, including its large-scale AI infrastructure deployments for CoreWeave CRWV, along with the successful energization of its first 100-megawatt facility. APLD’s 6-Month Performance Image Source: Zacks Investment Research APLD’s AI Infrastructure Pipeline Drives Revenue Growth APLD’s existing AI infrastructure is beginning to translate into revenue growth. The company has energized the first 100-megawatt building at its Polaris Forge 1 campus, marking the start of lease revenues tied to its long-term agreement with CoreWeave. This milestone represents the first phase of a larger 400-megawatt AI factory deployment for CoreWeave, positioning APLD to generate increasing lease revenues as additional buildings at the campus become operational. As capacity tied to CoreWeave ramps over the next several years, the project is expected to provide growing recurring revenue visibility for APLD’s infrastructure platform. Beyond Polaris Forge 1, APLD continues to expand its AI infrastructure footprint through Polaris Forge 2 and additional development opportunities. The company signed an approximately 15-year lease with a U.S.-based investment-grade hyperscaler for 200 megawatts of AI and high-performance computing capacity at Polaris Forge 2, with phased del...
The Boeing Company’s BA shares have rallied 13.2% in three months compared with the Zacks Aerospace-Defense industry’s growth of 12.3%. The company is seeing growth across its commercial, defense and services businesses, driven by robust aircraft demand, significant contract awards and a solid backlog that underpins sustained revenue growth. Image Source: Zacks Investment Research Other defense st...
The Boeing Company’s BA shares have rallied 13.2% in three months compared with the Zacks Aerospace-Defense industry’s growth of 12.3%. The company is seeing growth across its commercial, defense and services businesses, driven by robust aircraft demand, significant contract awards and a solid backlog that underpins sustained revenue growth. Image Source: Zacks Investment Research Other defense stocks, such as RTX Corporation RTX and General Dynamics GD, have also gained during the same period. Shares of RTX and General Dynamics have risen 19.2% and 5.8%, respectively, during the same time frame. RTX continues to receive ample orders for its wide range of combat-proven defense products from the Pentagon and its foreign allies. General Dynamics benefits from a solid number of award wins and a strong global presence. Considering Boeing’s outperformance compared with its industry, investors might be left wondering if this is a good time to add the stock to their portfolio. Let's examine the factors that contributed to the share price gain and assess the stock's investment prospects to make an informed decision. Factors in Favor of BA Boeing remains one of the largest aircraft manufacturers in the United States in terms of revenues, orders and deliveries, particularly in the commercial aerospace industry. Thanks to the steadily growing demand trend in commercial aerospace, the company, being a prominent jet manufacturer, has been witnessing solid delivery and order activities lately. The company’s Boeing Commercial Airplanes segment registered 181% year-over-year growth in its delivery count for the fourth quarter of 2025, which resulted in a 139% surge in this unit’s revenues. The outlook for the aerospace giant’s defense and space business also remains optimistic. In particular, the current U.S. government’s inclination toward strengthening the nation’s defense and space systems should act as a growth catalyst for Boeing. During the fourth quarter of 2025, the Boeing ...