Key Points Entering 2026, the AI investment outlook is sturdy. There are dozens of AI ETFs for tech-enthused investors to choose from, and there's a fair amount of variation among them. Some AI ETFs are highly concentrated in a small number of stocks, while others feature more balance. 10 stocks we like better than Global X Funds - Global X Artificial Intelligence & Technology ETF › Many investors...
Key Points Entering 2026, the AI investment outlook is sturdy. There are dozens of AI ETFs for tech-enthused investors to choose from, and there's a fair amount of variation among them. Some AI ETFs are highly concentrated in a small number of stocks, while others feature more balance. 10 stocks we like better than Global X Funds - Global X Artificial Intelligence & Technology ETF › Many investors are optimistic about the outlook for artificial intelligence (AI) stocks in 2026, with nine in 10 respondents to a recent Motley Fool survey indicating that they plan to maintain or increase their exposure to AI-related equities this year. That optimism is warranted. In terms of AI execution and preparedness, the top 10 stocks in Motley Fool's Moneyball database generated an average return over the past five years that was more than double that of the S&P 500. Past performance doesn't guarantee future results, but those past performances are among the reasons why market participants are bullish on AI. That positivity will likely also affect exchange-traded funds (ETFs) that focus on artificial intelligence companies. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » AI ETFs are advantageous options for investors because they provide easy access to baskets of stocks, eliminating the need for people to attempt to predict which specific companies will be the biggest winners. However, there's more to consider when evaluating AI ETFs and those funds' roles in your portfolio this year. With AI ETFs, purity is pertinent There are dozens of ETFs with AI ties, but investors should note that there are meaningful differences between AI adjacency and purity. For example, sector ETFs such as the Vanguard Information Technology ETF (NYSEMKT: VGT) and the Fidelity MSCI Information Technology ETF (NYSEMKT: FTEC) are broader plays on technology, but have AI connections by...
One of the largest US oil refiners sees a potential reopening of Venezuela’s oil industry as a major boost to fuel-makers that rely on heavier crude grades. Phillips 66 and other refiners that process heavier oils stand to benefit from increased Venezuelan exports and shifting global trade flows, said Chief Executive Officer Mark Lashier at the Goldman Sachs Energy, Clean Tech & Utilities Conferen...
One of the largest US oil refiners sees a potential reopening of Venezuela’s oil industry as a major boost to fuel-makers that rely on heavier crude grades. Phillips 66 and other refiners that process heavier oils stand to benefit from increased Venezuelan exports and shifting global trade flows, said Chief Executive Officer Mark Lashier at the Goldman Sachs Energy, Clean Tech & Utilities Conference Tuesday. “Venezuela was producing 3 million barrels a day of heavy crude. We’ve got refineries designed for the longterm to process that crude,” Lashier said. “But it’s going to take a lot of investments by the upstream folks over years if not decades to realize the full potential.” Oil producers, refiners, investors and US Energy Secretary Chris Wright descended on Miami this week for the conference days after the US captured Venezuelan President Nicolás Maduro and sparked a potential revival in the country’s oil industry. Shares of Phillips 66 surged as much as 8.8% Monday alongside other refiners like Valero Energy Corp. Analysts see heavy crude refiners as positioned to take advantage of increased exports from Venezuela. More of the South American supply could make its way to the US’ refining epicenter along the Gulf Coast in the near term, Lashier said. The oil would compete with heavy Canadian crude and steepen the discount for that North American grade, also benefiting Midwest refineries that are designed to process it, he added. Phillips 66 can process a couple hundred thousand barrels of Venezuelan crude a day at its refineries in Lake Charles, Louisiana, and Sweeny, Texas, Chief Financial Officer Kevin Mitchell said at the conference. The company can process about half a million barrels a day of heavy crude oil, including Venezuelan and Canadian grades, across its fleet, Mitchell added. Read More: Venezuela ‘Massive Opportunity’ for Oil Sector, Weatherford Says However, if Venezuelan oil exports to China are rerouted to the US, the shifting trade flows will lik...
The US initial public offering market is bracing for a rush of deals that could rival or even top the pandemic-era record, with a lineup including some of the most closely watched private companies in technology, finance and crypto – and potentially the biggest listing of all time. Companies raised $47.6 billion via IPOs on US exchanges last year, excluding blank check companies and financial vehi...
The US initial public offering market is bracing for a rush of deals that could rival or even top the pandemic-era record, with a lineup including some of the most closely watched private companies in technology, finance and crypto – and potentially the biggest listing of all time. Companies raised $47.6 billion via IPOs on US exchanges last year, excluding blank check companies and financial vehicles, data compiled by Bloomberg show. That’s an increase from the year before but still well shy of the $195.2 billion raised in 2021. Conditions are as favorable as they’ll ever be, with the S&P 500 Index expected to build on its 16% gain in 2025, and the CBOE Volatility Index, Wall Street’s so-called fear gauge, hovering near a five-year low. Big Deals All eyes are on SpaceX , with billionaire Elon Musk ’s rocket and satellite company entering a quiet period ahead of a listing as soon as this year at a targeted valuation of about $1.5 trillion, people familiar with the matter have said. The IPO could raise significantly more than $30 billion, which would make it the biggest ever. “It didn’t grow as much last year as, say, OpenAI , but it’s going to own space,” tech commentator Kara Swisher said in an interview with Bloomberg’s Mishal Husain. Of companies she views as potential IPO candidates including payments firm Stripe and OpenAI, Swisher named SpaceX as the “most interesting”. Read More: Kara Swisher: ‘You’d Be Stupid to Disregard an AI Bubble’ While SpaceX prepares to break IPO records, uncertainty remains around another potential mega-listing — US mortgage giants Fannie Mae and Freddie Mac . Though both government-controlled companies got new leaders last year, expectations of a $30 billion listing as soon as 2025 so far haven’t panned out. The administration is working “very deliberately” on the IPOs and they will be done sometime in 2026, Treasury Secretary Scott Bessent told Fox Business in mid- December . Billionaire investor Bill Ackman is seeking to move ahea...
Image source: The Motley Fool. Tuesday, March 25, 2025 at 8:30 a.m. ET Call participants President and Chief Executive Officer — Paul Sternlieb Chief Financial Officer — Darren Kozik Takeaways Organic Sales Growth -- 5% increase, with management attributing outperformance to execution amid broad sector softness. -- 5% increase, with management attributing outperformance to execution amid broad sec...
Image source: The Motley Fool. Tuesday, March 25, 2025 at 8:30 a.m. ET Call participants President and Chief Executive Officer — Paul Sternlieb Chief Financial Officer — Darren Kozik Takeaways Organic Sales Growth -- 5% increase, with management attributing outperformance to execution amid broad sector softness. -- 5% increase, with management attributing outperformance to execution amid broad sector softness. Reported Revenue Growth -- 5.1% rise, reflecting stable momentum after adjusting for foreign exchange and acquisition effects. -- 5.1% rise, reflecting stable momentum after adjusting for foreign exchange and acquisition effects. Industrial Tools & Services (IT&S) Organic Revenue -- 4% growth, driven by a 4% increase in product sales and 3% rise in services. -- 4% growth, driven by a 4% increase in product sales and 3% rise in services. Other Segment (Cortland Biomedical) -- 33% growth attributed to a favorable comparison against prior-year shipment delays. -- 33% growth attributed to a favorable comparison against prior-year shipment delays. Geographic Performance -- High single-digit revenue growth in the Americas and APAC, with a low single-digit decline in EMEA amid significant macroeconomic pressures. -- High single-digit revenue growth in the Americas and APAC, with a low single-digit decline in EMEA amid significant macroeconomic pressures. Gross Profit Margins -- 50.5%, representing a 110 basis point decrease due to lower-margin mix from heavy lifting technology and service projects. -- 50.5%, representing a 110 basis point decrease due to lower-margin mix from heavy lifting technology and service projects. Adjusted SG&A as Percent of Revenue -- 28.3%, slightly improved from the prior year's 28.4% through careful cost management. -- 28.3%, slightly improved from the prior year's 28.4% through careful cost management. Adjusted EBITDA Margin -- 23.2%, a 160 basis point decline linked to business mix and inclusion of DTA acquisition. -- 23.2%, a 160 basis...
Image source: The Motley Fool. Friday, June 27, 2025 at 8:30 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Paul E. Sternlieb Chief Financial Officer — Darren M. Kozik TAKEAWAYS Reported Revenue -- $159 million, representing 6% growth, with 2% organic growth after adjusting for foreign exchange and the DTA acquisition. -- $159 million, representing 6% growth, with 2% organic gro...
Image source: The Motley Fool. Friday, June 27, 2025 at 8:30 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Paul E. Sternlieb Chief Financial Officer — Darren M. Kozik TAKEAWAYS Reported Revenue -- $159 million, representing 6% growth, with 2% organic growth after adjusting for foreign exchange and the DTA acquisition. -- $159 million, representing 6% growth, with 2% organic growth after adjusting for foreign exchange and the DTA acquisition. IT&S Segment Organic Growth -- 1.5% increase, with product sales up 1% and services up 3%. -- 1.5% increase, with product sales up 1% and services up 3%. Other Segment (Cortland Biomedical) Growth -- 19% increase, attributed to success in diagnostics, bioprocessing, and robotic surgery markets. -- 19% increase, attributed to success in diagnostics, bioprocessing, and robotic surgery markets. Americas Region Organic Growth -- High single-digit percentage increase, led by demand in aerospace, infrastructure, and nuclear service markets. -- High single-digit percentage increase, led by demand in aerospace, infrastructure, and nuclear service markets. APAC Region Growth -- Mid-single-digit percentage growth, highlighted by heavy lifting technology sales and major rail projects in Thailand, Japan, and the Philippines. -- Mid-single-digit percentage growth, highlighted by heavy lifting technology sales and major rail projects in Thailand, Japan, and the Philippines. EMEA Region Organic Decline -- High single-digit decrease, driven by lower heavy lifting technology business and macroeconomic softness in Western Europe. -- High single-digit decrease, driven by lower heavy lifting technology business and macroeconomic softness in Western Europe. Gross Profit Margin -- 50.4%, down 140 basis points year over year due to service project mix and DTA inclusion, offset by improvement at Cortland Biomedical. -- 50.4%, down 140 basis points year over year due to service project mix and DTA inclusion, offset by improvement at ...
The John Hancock Multifactor Small Cap ETF is seeing unusually high volume in afternoon trading Tuesday, with over 262,000 shares traded versus three month average volume of about 32,000. Shares of JHSC were up about 0.9% on the day. Components of that ETF with the highest volume on Tuesday were Opendoor Technologies, trading up about 3.5% with over 28.5 million shares changing hands so far this s...
The John Hancock Multifactor Small Cap ETF is seeing unusually high volume in afternoon trading Tuesday, with over 262,000 shares traded versus three month average volume of about 32,000. Shares of JHSC were up about 0.9% on the day. Components of that ETF with the highest volume on Tuesday were Opendoor Technologies, trading up about 3.5% with over 28.5 million shares changing hands so far this session, and Sandisk, up about 23.8% on volume of over 17.1 million shares. Modine Manufacturing is lagging other components of the John Hancock Multifactor Small Cap ETF Tuesday, trading lower by about 10.2%. VIDEO: Tuesday's ETF with Unusual Volume: JHSC The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Owning NuScale Power's stock has been like riding a roller coaster, which highlights the opportunity and the risk. From an investment standpoint, NuScale Power (SMR +2.34%) is a money-losing start-up. It will not be a good fit for most investors, particularly those with more conservative investment leanings. However, if you are a risk taker, the opportunity for the nuclear reactors NuScale Power h...
Owning NuScale Power's stock has been like riding a roller coaster, which highlights the opportunity and the risk. From an investment standpoint, NuScale Power (SMR +2.34%) is a money-losing start-up. It will not be a good fit for most investors, particularly those with more conservative investment leanings. However, if you are a risk taker, the opportunity for the nuclear reactors NuScale Power hopes to build someday could be huge. Is it a millionaire-maker stock, or are the risks just too big today? What does NuScale Power do? Currently, NuScale Power's revenue is generated through consulting projects. It is helping Fluor with the groundwork necessary for RoPower, a Romanian electric utility company, to make a final investment decision on a nuclear power plant. That plant, if approved, is expected to utilize six of NuScale Power's small modular nuclear reactors, or SMRs. This is a very big deal for NuScale Power, as it would be the company's first sale. Unfortunately, building a nuclear power plant is a massive capital investment, and RoPower is taking its time deciding whether to move forward. Even if it gives the project the green light, financing could still be an issue that derails the project. At the start of 2025, the hope was to get the project approved by early 2026. The hope is now for late 2026 or early 2027. This isn't the only iron NuScale Power has in the fire, but the RoPower deal is an important project to watch if you are an investor. More recently, NuScale Power signed an agreement with the Tennessee Valley Authority and ENTRA1 Energy to build nuclear power plants using NuScale Power reactors. The company has provided milestones for this partnership, but it hasn't provided actual dates. So, like the RoPower deal, there's no concrete sale here just yet, even though there is obvious interest in NuScale Power's nuclear power technology. Advertisement Expand NYSE : SMR NuScale Power Today's Change ( 2.34 %) $ 0.44 Current Price $ 19.22 Key Data Points...
Image source: The Motley Fool. Thursday, December 19, 2024 at 4:30 p.m. ET CALL PARTICIPANTS Chairman, President, and Chief Executive Officer — Peter Warwick Chief Financial Officer — Haji Glover Chief Growth Officer — Jeffrey Mathews Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Consolidated Revenue -- $544.6 million, down 3% in the second quarter, primarily due to ti...
Image source: The Motley Fool. Thursday, December 19, 2024 at 4:30 p.m. ET CALL PARTICIPANTS Chairman, President, and Chief Executive Officer — Peter Warwick Chief Financial Officer — Haji Glover Chief Growth Officer — Jeffrey Mathews Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Consolidated Revenue -- $544.6 million, down 3% in the second quarter, primarily due to timing-related factors in the Children's Book Publishing segment. -- $544.6 million, down 3% in the second quarter, primarily due to timing-related factors in the Children's Book Publishing segment. Operating Income -- $78.9 million in the second quarter, a decrease from $101.3 million in the prior-year period. -- $78.9 million in the second quarter, a decrease from $101.3 million in the prior-year period. Adjusted EBITDA -- $108.7 million in the second quarter compared to $124 million in the prior-year period. -- $108.7 million in the second quarter compared to $124 million in the prior-year period. Net Income -- $52 million in the second quarter versus $76.9 million in the prior-year period. -- $52 million in the second quarter versus $76.9 million in the prior-year period. Diluted EPS -- $1.82, down from $2.45 in the prior-year period. -- $1.82, down from $2.45 in the prior-year period. Children’s Book Publishing and Distribution Segment Revenue -- $367 million, down 6%, reflecting trade publishing and book fair timing shifts. -- $367 million, down 6%, reflecting trade publishing and book fair timing shifts. Book Fairs Revenue -- $231 million, down 5%, with decreased fair count and revenue per fair, partly due to the late Thanksgiving holiday and hurricane impact in the U.S. South. -- $231 million, down 5%, with decreased fair count and revenue per fair, partly due to the late Thanksgiving holiday and hurricane impact in the U.S. South. Book Clubs Revenue -- $33.2 million, up 2%, driven by higher revenue per sponsor and student per sponsor. -- $33.2 million, up 2%, driven ...
Meta Platforms Inc. (NASDAQ:META) is delaying its planned international rollout of the Ray-Ban Display smart glasses as demand in the U.S. has rapidly outpaced supply, forcing the company to rethink its global launch timeline. Meta had initially targeted early 2026 launches in markets including the U.K., France, Italy, and Canada. However, strong domestic demand has pushed U.S. customer waitlists ...
Meta Platforms Inc. (NASDAQ:META) is delaying its planned international rollout of the Ray-Ban Display smart glasses as demand in the U.S. has rapidly outpaced supply, forcing the company to rethink its global launch timeline. Meta had initially targeted early 2026 launches in markets including the U.K., France, Italy, and Canada. However, strong domestic demand has pushed U.S. customer waitlists “well into 2026,” prompting the company to prioritize fulfilling orders at home before expanding overseas. Product Push Toward Everyday Wearables Meta is positioning the Ray-Ban Display as more than a niche camera device, integrating it with a wrist-worn “Neural Band” that enables control through subtle hand gestures. At CES 2026, the company unveiled new features, including a teleprompter mode for reading prepared remarks and a gesture-based writing function. Also Read: Meta Is Betting You’ll Soon Wear AI All Day With This New Buy The company also expanded pedestrian navigation support to additional U.S. cities, including Denver, Las Vegas, Portland, and Salt Lake City, signaling a push to make the glasses more useful in daily settings. Supply Constraints And Competitive Pressure The delayed international rollout underscores the challenges of scaling production in the emerging smart glasses market. Meta’s manufacturing partner, EssilorLuxottica, has announced plans to increase capacity in response to the surge in demand. At the same time, Meta is leaning further into AI-driven functionality, rolling out software updates that enhance voice clarity in noisy environments and add a music experience powered by Spotify Technology SA (NYSE:SPOT) . Competition is intensifying. Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) is collaborating with Warby Parker on Gemini-powered smart glasses, while OpenAI is reportedly working with Apple Inc. (NASDAQ:AAPL) on AI eyewear expected later this decade, CNBC reported on Tuesday. Previously, Meta stated that it aimed to scale annual Ray-Ban Met...
Image source: The Motley Fool. Thursday, October 16, 2025 at 8:30 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Paul Sternlieb Executive Vice President and Chief Financial Officer — Darren Kozik TAKEAWAYS Revenue -- $617 million, up 5%, with organic growth of 1% after accounting for foreign exchange and the DTA acquisition. -- $617 million, up 5%, with organic growth of 1% afte...
Image source: The Motley Fool. Thursday, October 16, 2025 at 8:30 a.m. ET CALL PARTICIPANTS President and Chief Executive Officer — Paul Sternlieb Executive Vice President and Chief Financial Officer — Darren Kozik TAKEAWAYS Revenue -- $617 million, up 5%, with organic growth of 1% after accounting for foreign exchange and the DTA acquisition. -- $617 million, up 5%, with organic growth of 1% after accounting for foreign exchange and the DTA acquisition. Adjusted EBITDA -- $154 million, rising 4%, with a margin of 24.9% near the midpoint of guidance. -- $154 million, rising 4%, with a margin of 24.9% near the midpoint of guidance. Adjusted Earnings Per Share -- $1.81, compared to $1.72, increasing 5%. -- $1.81, compared to $1.72, increasing 5%. Gross Profit Margin -- 50.5%, slightly down year over year, driven primarily by DTA inclusion and Service business mix. -- 50.5%, slightly down year over year, driven primarily by DTA inclusion and Service business mix. SG&A Efficiency -- 26.8% of revenue, improving by 80 basis points from the prior year, excluding restructuring and M&A costs. -- 26.8% of revenue, improving by 80 basis points from the prior year, excluding restructuring and M&A costs. Fourth Quarter Results -- Revenue grew 6%, with organic revenue declining about 2%; adjusted EBITDA up 15% year over year with a margin of 26.5%; adjusted EPS rose 4% to $0.52. -- Revenue grew 6%, with organic revenue declining about 2%; adjusted EBITDA up 15% year over year with a margin of 26.5%; adjusted EPS rose 4% to $0.52. Regional Performance -- APAC grew at a high single-digit rate, Americas saw low single-digit growth with double-digit gains in HLT and Service, and EMEA declined at a mid-single-digit rate. -- APAC grew at a high single-digit rate, Americas saw low single-digit growth with double-digit gains in HLT and Service, and EMEA declined at a mid-single-digit rate. DTA Acquisition -- DTA contributed $20 million of revenue for the year, with 45% of orders from new...
Robert Way Seeking Alpha's roundup of statements, announcements, and remarks that could impact the technology sector. Advanced Micro Devices ( AMD ) CEO Lisa Su said that while AI hasn't slowed hiring for the company, it has impacted what type of people it's bringing
Robert Way Seeking Alpha's roundup of statements, announcements, and remarks that could impact the technology sector. Advanced Micro Devices ( AMD ) CEO Lisa Su said that while AI hasn't slowed hiring for the company, it has impacted what type of people it's bringing