sitox/E+ via Getty Images I consider Micron Technology ( MU ) one of the biggest winners of the current AI revolution. I also think that the market still underappreciates MU's place in this trend. If you follow me, you probably know that I doubled down on Micron in April 2025 when the broad market panicked due to the Trump Administration's tariffs. I already had a position established then, and at...
sitox/E+ via Getty Images I consider Micron Technology ( MU ) one of the biggest winners of the current AI revolution. I also think that the market still underappreciates MU's place in this trend. If you follow me, you probably know that I doubled down on Micron in April 2025 when the broad market panicked due to the Trump Administration's tariffs. I already had a position established then, and at the time, the performance was negative, but I trusted my outlook on MU. I doubled my position, and I'm very happy that I put my trust in Micron. Seeking Alpha Since then, MU's stock price has increased by over 459%, making it my most successful investment of 2025. If you think that the opportunity is over, I'd like to say that I kept buying even more of MU's shares over 2025, and I even increased my position in January 2026. Since I last covered MU, it has experienced a meaningful pullback amounting to 17% . I understand some investors are concerned by that, especially as the whole market is now very volatile and uncertain, but I put my trust in MU once again. I think the market keeps ignoring a few simple facts: I think MU is significantly undervalued compared to some of its peers, and that's why it offers great upside potential. I don't think the market appreciates MU's substantial progress on the product portfolio. I consider MU as one of the best businesses to own to participate in a dynamically developing computing, data processing, and AI revolution. I will mention these aspects in today's article, but let me state right from the get-go. I consider MU a Strong Buy and the recent pullback a gift. Micron's New Product Will Hit Jackpot - MU Has Already Started Shipping Samples I will start this section with a direct quote from MU's website shared a couple of days ago: Micron Technology, Inc. ( Nasdaq: MU ) today extended its leadership in low-power server memory by shipping customer samples of the industry’s highest-capacity LPDRAM module — 256GB SOCAMM2. Enabled by the...
One of the more overlooked infrastructure problems with data centers is cooling. Running advanced artificial intelligence (AI) programs, even on bleeding-edge hardware with loads of computing horsepower, generates a lot of heat. The small fan that's in your laptop or desktop doesn't cut it at that level. No, you need advanced cooling systems, beefy industrial air conditioners, and liquid cooling t...
One of the more overlooked infrastructure problems with data centers is cooling. Running advanced artificial intelligence (AI) programs, even on bleeding-edge hardware with loads of computing horsepower, generates a lot of heat. The small fan that's in your laptop or desktop doesn't cut it at that level. No, you need advanced cooling systems, beefy industrial air conditioners, and liquid cooling to run a modern data center. A data center is an incredibly expensive investment, and the last thing you want is all your top-notch chips cooking themselves with the heat they generate from running. Most of the headlines you'll see about AI-related infrastructure shortages have to do with chip hardware, like the current memory shortage, or the gluttonous appetite data centers have for electricity. Both of those are serious problems, but cooling, which is just as serious an infrastructure concern, doesn't get anywhere near as much attention. Well, not from the media at least. Wall Street is paying close attention, and institutional investors have been pouring money into Vertiv (VRT +9.55%) to profit from the cooling needs of the tech industry and the data centers it's building all over the place. The surge of investment has seen Vertiv shoot up 199% in the past 12 months. And, based on the latest moves of some of the biggest institutional investors out there, Wall Street seems to think Vertiv's bull run is far from over. After a look at the company's latest results, I'm inclined to agree with them. What's Fonzie like? He's cool. And so is Vertiv. Or, rather, it helps data centers stay cool with an extensive catalog of air- and water-cooling systems for data centers. It also offers server racks, power management hardware, and monitoring systems for data center operation. It's an end-to-end data center infrastructure company. But the big opportunity here is cooling, which Vertiv offers an extensive list of products to assist with, including in-rack cooling units, evaporative fr...
Watch: Antifa Activist Accidentally Sets Himself On Fire While Burning American Flag In a stroke of karmic hilarity, an Antifa activist briefly caught fire while attempting to burn an American flag outside an Immigration and Customs Enforcement (ICE) facility in Portland, Oregon. The incident, which occurred last week, was captured on video during a livestream of the Antifa-led protest. Footage sh...
Watch: Antifa Activist Accidentally Sets Himself On Fire While Burning American Flag In a stroke of karmic hilarity, an Antifa activist briefly caught fire while attempting to burn an American flag outside an Immigration and Customs Enforcement (ICE) facility in Portland, Oregon. The incident, which occurred last week, was captured on video during a livestream of the Antifa-led protest. Footage showed a far-left activist dousing an American flag in accelerant and attempting to set it ablaze, according to The Post Millennial . The flames spread to his clothing for several seconds before he extinguished them. Portland, Ore. — Antifa militant accidentally lights himself on fire while torching an American flag outside the ICE facility. pic.twitter.com/rJs6VVuvPv — Katie Daviscourt 📸 (@KatieDaviscourt) March 8, 2026 This isn't the first time retards in Portland have set themselves on fire. As protests continue to rage against ICE, last week, U.S. District Judge Amy Baggio issued an order restricting federal officers’ use of tear gas and other chemical munitions at the facility while a related lawsuit proceeds, the Post Millennial reported. The ruling allows their use only when officers face a reasonable fear for their lives. In her decision, Judge Baggio described the situation as “an extraordinary case,” noting that prior deployment of chemical agents had made it “difficult or impossible for [nearby] tenants to eat, sleep, or simply breathe normally while in their own homes.” The Post Millennial notes: Portland has continued to face backlash from anti-ICE agitators. In February, protesters disrupted a Portland City Council meeting that resulted in four arrests, which city officials called a “mini insurrection.” The disruption was organized by the Antifa-affiliated group "Revoke ICE Permit PDX,” and the meeting had to be shut down for 45 minutes as police removed demonstrators. At least 26 officers were mobilized to clear agitators from the council chambers and the lobby...
Over the past six months, Synchrony Financial’s stock price fell to $66.59. Shareholders have lost 12.5% of their capital, which is disappointing considering the S&P 500 has climbed by 4.8%. This might have investors contemplating their next move. Given the weaker price action, is this a buying opportunity for SYF? Find out in our full research report, it’s free. Why Is Synchrony Financial a Good ...
Over the past six months, Synchrony Financial’s stock price fell to $66.59. Shareholders have lost 12.5% of their capital, which is disappointing considering the S&P 500 has climbed by 4.8%. This might have investors contemplating their next move. Given the weaker price action, is this a buying opportunity for SYF? Find out in our full research report, it’s free. Why Is Synchrony Financial a Good Business? Powering over 73 million active accounts and partnerships with major brands like Amazon, PayPal, and Lowe's, Synchrony Financial (NYSE:SYF) provides credit cards, installment loans, and banking products through partnerships with retailers, healthcare providers, and digital platforms. 1. Outstanding Long-Term EPS Growth Analyzing the long-term change in earnings per share (EPS) shows whether a company's incremental sales were profitable – for example, revenue could be inflated through excessive spending on advertising and promotions. Synchrony Financial’s EPS grew at 31.7% compounded annual growth rate over the last five years, higher than its 6.1% annualized revenue growth. This tells us the company became more profitable on a per-share basis as it expanded. Synchrony Financial Trailing 12-Month EPS (Non-GAAP) 2. Growing TBVPS Reflects Strong Asset Base Tangible book value per share (TBVPS) is a crucial metric that measures the actual value of shareholders’ equity, stripping out goodwill and other intangible assets that may not be recoverable in a worst-case scenario. Synchrony Financial’s TBVPS increased by 17.4% annually over the last five years, and although its annualized growth has recently decelerated a bit to 15.6% over the last two years (from $27.86 to $37.21 per share), we still think its performance was excellent. Synchrony Financial Quarterly Tangible Book Value per Share 3. Stellar ROE Showcases Lucrative Growth Opportunities Return on equity (ROE) measures how effectively banks generate profit from each dollar of shareholder equity - a critical fundi...
Richard Drury/DigitalVision via Getty Images The iShares Emerging Markets Dividend ETF ( DVYE ) is a passively managed exchange-traded fund designed to provide investors with diversified exposure to dividend-paying emerging market companies. With growing geopolitical risks related to international trade and events unfolding in the Middle East, investors must weigh whether emerging market exposure ...
Richard Drury/DigitalVision via Getty Images The iShares Emerging Markets Dividend ETF ( DVYE ) is a passively managed exchange-traded fund designed to provide investors with diversified exposure to dividend-paying emerging market companies. With growing geopolitical risks related to international trade and events unfolding in the Middle East, investors must weigh whether emerging market exposure is an ideal investment strategy for asset rotation. Given the geographic and industry diversification of the fund, I believe DVYE may be an appealing investment option for those seeking to diversify risk. Corporate Filings Investment Thesis for DVYE DVYE provides diversified regional and industry equity exposure outside of the US with a heavy emphasis on the old economy with the top industry exposures including financials, energy, and materials. With growing uncertainty as to how long military mobilization will last in the Middle East, I believe the supply chain disruptions for major energy and minerals will result in a certain degree of price inflation, potentially benefiting many of the producers held within DVYE. While President Trump has called for 4-5 weeks of military operations in the region, troop mobilization in the region gives me reason to believe that the events may last longer than the intended target. At a high level, the Bloomberg Commodity Index has reached highs last seen in May 2022 as a result of the global disruption to key commodities that are transported through the Strait of Hormuz . MarketWatch Specifically, this has put significant pressure on the international oil and natural gas trade, resulting in Brent Crude trading at heightened levels last seen in September 2023 following years of oil price decline. Natural gas, as presented using the Dutch TTF Gas Index, has also experienced substantial upward pricing pressure given Qatar’s critical role in supplying liquified natural gas [LNG] cargoes to Europe and Asia. TradingEconomics With 25.24% of DVYE’...
Meredith Whitney Advisory Group CEO Meredith Whitney discusses affordability, consumer burdens, and the market reactions to President Trump's comments that the war Iran could possibly end soon. She talks with Romaine Bostick and Katie Greifeld on "The Close." (Source: Bloomberg)
Meredith Whitney Advisory Group CEO Meredith Whitney discusses affordability, consumer burdens, and the market reactions to President Trump's comments that the war Iran could possibly end soon. She talks with Romaine Bostick and Katie Greifeld on "The Close." (Source: Bloomberg)
The ongoing conflict in Iran could lead to an increase in traffic at the Panama canal from Asian energy buyers seeking alternative LNG sources, canal administrator Ricaurte Vasquez said in an interview with Bloomberg TV. If the conflict in the Middle East persists, countries in Asia could turn to US LNG suppliers instead of Qatar, he said. US shippers would likely use the Panama canal to shorten t...
The ongoing conflict in Iran could lead to an increase in traffic at the Panama canal from Asian energy buyers seeking alternative LNG sources, canal administrator Ricaurte Vasquez said in an interview with Bloomberg TV. If the conflict in the Middle East persists, countries in Asia could turn to US LNG suppliers instead of Qatar, he said. US shippers would likely use the Panama canal to shorten the route to Asia to offset rising fuel costs, he said. “The Asian markets will have to replace, in the short-run and depending on how long this conflict lasts, the sourcing of LNG coming from Qatar,” he said. “We should benefit, and we have the capacity because we have the water to transit the vessels.” Read more: Panama Surprised by Higher Canal Traffic Amid Trump’s Trade Wars The canal reduced its capacity in 2023 and 2024 amid a severe drought, but has since recovered due to ample rainfall. The waterway has offered a full draft of 50 feet to shippers every day this fiscal year, which began in October. Vasquez said he expects the canal to maintain its maximum 50-foot draft for the remainder of the year. Panama’s rainy season typically begins in April and extends through November. “For the remainder of this year, we don’t anticipate any hiccups on the water supply,” he said. The canal is currently transiting about 34 ships per day and has the capacity to increase it to 38 and absorb the additional demand from LNG shippers, he said. The canal authority will open bidding next month for a $1.6 billion LPG pipeline, he said. The pipeline is scheduled to open in 2031.
Yext (YEXT) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.12 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +7.69%. A quarter ago, it was expected that this software developer would post earnings of $0.12 per share when ...
Yext (YEXT) came out with quarterly earnings of $0.14 per share, beating the Zacks Consensus Estimate of $0.13 per share. This compares to earnings of $0.12 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +7.69%. A quarter ago, it was expected that this software developer would post earnings of $0.12 per share when it actually produced earnings of $0.14, delivering a surprise of +16.67%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Yext, which belongs to the Zacks Technology Services industry, posted revenues of $112.01 million for the quarter ended January 2026, missing the Zacks Consensus Estimate by 1.14%. This compares to year-ago revenues of $113.09 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Yext shares have lost about 30.8% since the beginning of the year versus the S&P 500's decline of 1.5%. What's Next for Yext? While Yext has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings releas...
Freightcar America (RAIL) came out with quarterly earnings of $0.16 per share, missing the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.21 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -11.11%. A quarter ago, it was expected that this rail car maker would post earnings of $0.16 per ...
Freightcar America (RAIL) came out with quarterly earnings of $0.16 per share, missing the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.21 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -11.11%. A quarter ago, it was expected that this rail car maker would post earnings of $0.16 per share when it actually produced earnings of $0.24, delivering a surprise of +50%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Freightcar America, which belongs to the Zacks Transportation - Equipment and Leasing industry, posted revenues of $125.57 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 13.27%. This compares to year-ago revenues of $137.7 million. The company has topped consensus revenue estimates two times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Freightcar America shares have added about 15% since the beginning of the year versus the S&P 500's decline of 1.5%. What's Next for Freightcar America? While Freightcar America has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of har...
Coherus Oncology (CHRS) came out with a quarterly loss of $0.34 per share versus the Zacks Consensus Estimate of a loss of $0.31. This compares to a loss of $0.28 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -9.68%. A quarter ago, it was expected that this drug developer would post a loss of $0.32 per share when ...
Coherus Oncology (CHRS) came out with a quarterly loss of $0.34 per share versus the Zacks Consensus Estimate of a loss of $0.31. This compares to a loss of $0.28 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -9.68%. A quarter ago, it was expected that this drug developer would post a loss of $0.32 per share when it actually produced a loss of $0.33, delivering a surprise of -3.13%. Over the last four quarters, the company has not been able to surpass consensus EPS estimates. Coherus Oncology, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $12.75 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 2.86%. This compares to year-ago revenues of $54.14 million. The company has topped consensus revenue estimates just once over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Coherus Oncology shares have added about 28.2% since the beginning of the year versus the S&P 500's decline of 1.5%. What's Next for Coherus Oncology? While Coherus Oncology has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power o...
Myomo, Inc. (MYO) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of a loss of $0.02. This compares to loss of $0.07 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 50%. A quarter ago, it was expected that this company would post a loss of $0.04 per share when it actually produc...
Myomo, Inc. (MYO) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of a loss of $0.02. This compares to loss of $0.07 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 50%. A quarter ago, it was expected that this company would post a loss of $0.04 per share when it actually produced a loss of $0.03, delivering a surprise of 25%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Myomo , which belongs to the Zacks Medical - Products industry, posted revenues of $12.07 million for the quarter ended December 2024, surpassing the Zacks Consensus Estimate by 24.54%. This compares to year-ago revenues of $4.76 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Myomo shares have lost about 28.6% since the beginning of the year versus the S&P 500's decline of -1.9%. What's Next for Myomo? While Myomo has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate...
Madison Air Solutions Corp. , a provider of ventilation and filtration systems, filed for an initial public offering Monday. The offering is being led by Goldman Sachs Group Inc. , Barclays Plc , Jefferies Financial Group Inc. and Wells Fargo & Co. , according to a filing with the US Securities and Exchange Commission. The company expects its shares to trade on the New York Stock Exchange under th...
Madison Air Solutions Corp. , a provider of ventilation and filtration systems, filed for an initial public offering Monday. The offering is being led by Goldman Sachs Group Inc. , Barclays Plc , Jefferies Financial Group Inc. and Wells Fargo & Co. , according to a filing with the US Securities and Exchange Commission. The company expects its shares to trade on the New York Stock Exchange under the symbol MAIR. The company is seeking to raise at least $2 billion in its IPO, people familiar with the matter have said . Madison Air had filed confidentially for a listing, according to a statement in December. For the latest news on equity capital markets activity in the US, Canada and Latin America, follow the channel or visit NI BFWECMUS . To subscribe to ECM Watch , Bloomberg’s daily roundup of news from around the region, click here . Madison Industries formed Madison Air through a series of acquisitions beginning in 2017, its website shows. Madison Air’s portfolio of brands offer air quality solutions for both residential and commercial clients, in sectors including data centers, advanced manufacturing, education and health care, according to a statement in May 2025.
Expand NASDAQ : AAL American Airlines Group Today's Change ( 2.46 %) $ 0.28 Current Price $ 11.46 Key Data Points Market Cap $7.4B Day's Range $ 10.44 - $ 11.46 52wk Range $ 8.50 - $ 16.50 Volume 3.4M Avg Vol 59M Gross Margin 19.17 % American Airlines Group (AAL +2.46%), closed at $11.44, up 2.33% today, erasing some of the month’s losses as oil prices moved lower. The stock moved as markets react...
Expand NASDAQ : AAL American Airlines Group Today's Change ( 2.46 %) $ 0.28 Current Price $ 11.46 Key Data Points Market Cap $7.4B Day's Range $ 10.44 - $ 11.46 52wk Range $ 8.50 - $ 16.50 Volume 3.4M Avg Vol 59M Gross Margin 19.17 % American Airlines Group (AAL +2.46%), closed at $11.44, up 2.33% today, erasing some of the month’s losses as oil prices moved lower. The stock moved as markets reacted to a potential end to the conflict in Iran. Trading volume reached 152.4 million shares, coming in about 156% above its three-month average of 59.4 million shares. American Airlines Group IPO'd in 2005 and has fallen 45% since going public. How the markets moved today The S&P 500 (^GSPC +0.83%) gained 0.83% to finish Monday at 6,796, while the Nasdaq Composite (^IXIC +1.38%) advanced 1.38% to close at 22,696. Among airlines, industry peers Delta Air Lines (DAL +2.75%) closed at $60.58 (+2.66%) and United Airlines (UAL +2.66%) finished at $94.52 (+2.66%) as investors weighed a reports that the war in Iran would end sooner than expected. What this means for investors American Airlines has fallen by 24% in the past month as conflict in the Middle East pushed oil prices above $100 per barrel and threatened transport routes. Last week, Rothschild & Co Redburn downgraded the stock due to jet fuel risks. The firm is not alone, the war in Iran created significant headwinds for the whole industry. American Airlines changed direction in the final hours of trading today after President Trump said the conflict could be over sooner than expected. Investors will be watching for further details to assess what may now unfold as well as the wider impact on the industry. Executives will present at the 2026 J.P. Morgan Industrials Conference later this month.