Oracle (NYSE:ORCL) shares moved lower in premarket trading on Tuesday as investors evaluated the broader implications of escalating artificial intelligence infrastructure costs following Alphabet’s announcement of a major capital-raising initiative. The stock fell 4.
Oracle (NYSE:ORCL) shares moved lower in premarket trading on Tuesday as investors evaluated the broader implications of escalating artificial intelligence infrastructure costs following Alphabet’s announcement of a major capital-raising initiative. The stock fell 4.
Sundry Photography/iStock Editorial via Getty Images Shares of Hewlett Packard Enterprise Company ( HPE ) have been an extraordinary performer over the past year, gaining about 170%. For much of the last decade, hardware and legacy tech companies lagged their software peers, given slower growth, but AI has changed this, creating a renaissance for companies, given the surging demand for infrastruct...
Sundry Photography/iStock Editorial via Getty Images Shares of Hewlett Packard Enterprise Company ( HPE ) have been an extraordinary performer over the past year, gaining about 170%. For much of the last decade, hardware and legacy tech companies lagged their software peers, given slower growth, but AI has changed this, creating a renaissance for companies, given the surging demand for infrastructure and limited supply capacity growth, which has led to surging prices. A blowout quarter on Monday afternoon sent HPE shares up another 36% in late trading. I last covered HPE in June 2025 , rating the stock a “buy,” and that call has worked out well with shares up ~135%. This return far exceeded my wildest expectations, as I never factored in such a dramatic AI boom. With updated financials, now is a good time to revisit shares. Seeking Alpha AI powers growth and margins In the company’s second quarter , Hewlett Packard Enterprise earned $0.79, which beat estimates by $0.26. Revenue was up 40% from last year to $10.7 billion, flattered by the Juniper acquisition a year ago. We are seeing extraordinary levels of demand, aided by AI, which in turn is creating a pricing supercycle. Gross margins were 36.9%. This was up from 29.4% last year, a level of improvement that was distorted by the Juniper purchase. Sequentially, margins improved 30 bps, speaking to ongoing pricing power and cost synergies. During the quarter, HPE had $2.1 billion of AI orders, nearly doubling from last year. As a result, its backlog is up to $6.3 billion. 61% of this order book is to sovereign and enterprise customers, reducing the risk of cancellations. In particular, HPE is seeing accelerating demand in its networking division tied to AI, with cumulative orders set to pass $2 billion (they were $300 million in Q1). Its sales pipeline is also substantially larger than its contracted backlog, and I would not be surprised if its backlog passed $10 billion over the next year. Hewlett Packard Enterpris...
Oddity Tech press release ( ODD ): Q1 Non-GAAP EPS of -$0.17 misses by $0.17 . Revenue of $197.9M (-26.2% Y/Y) beats by $10.03M . For the second quarter of 2026, ODDITY expects net revenue to decline between 25 and 30% year-over-year. ODDITY expects Adjusted EBITDA will be between $8 and $10 million. Shares +4.4% PM. More on Oddity Tech Oddity Tech: Cheap, But The Ad Fix Still Has To Show Up Oddit...
Oddity Tech press release ( ODD ): Q1 Non-GAAP EPS of -$0.17 misses by $0.17 . Revenue of $197.9M (-26.2% Y/Y) beats by $10.03M . For the second quarter of 2026, ODDITY expects net revenue to decline between 25 and 30% year-over-year. ODDITY expects Adjusted EBITDA will be between $8 and $10 million. Shares +4.4% PM. More on Oddity Tech Oddity Tech: Cheap, But The Ad Fix Still Has To Show Up Oddity: Best To Wait For Definitive Clarity On CPA Headwinds Oddity Tech Q1 2026 Earnings Preview Quant snapshot: Ciena, Tilly’s among top-rated names as Here Group, Oddity Tech lag Seeking Alpha’s Quant Rating on Oddity Tech
RTX ( RTX ) on Tuesday said its Collins Aerospace division opened an expanded manufacturing facility in southeastern Poland, part of a broader effort to increase production capacity for both commercial and military aircraft programs. The company invested $69 million to expand its facility in Tajęcina, near Rzeszów, adding approximately 22,000 square meters of manufacturing space. Collins said the ...
RTX ( RTX ) on Tuesday said its Collins Aerospace division opened an expanded manufacturing facility in southeastern Poland, part of a broader effort to increase production capacity for both commercial and military aircraft programs. The company invested $69 million to expand its facility in Tajęcina, near Rzeszów, adding approximately 22,000 square meters of manufacturing space. Collins said the expansion will increase landing gear production capacity by nearly 25% and create about 190 jobs this year. Collins Aerospace opens expanded facility in Tajęcina, Poland, boosting production capacity for landing gear systems for commercial and defense aircraft. (RTX) For investors, the expansion reflects continued efforts by RTX ( RTX ) to address strong aerospace demand while increasing manufacturing capacity across its global supply chain. Aircraft manufacturers and defense contractors have faced production bottlenecks in recent years as commercial aviation rebounds and military spending rises, making additional industrial capacity an important factor in future revenue growth and program execution. The investment also highlights RTX's growing commitment to Poland, which has emerged as a significant aerospace manufacturing hub in Europe. The company's recent capital spending in the country comes as airlines continue ordering new aircraft and governments across Europe increase defense procurement programs amid heightened security concerns. "Collins is making a long-term investment in both the local workforce and the future of aerospace in the broader Poland ecosystem," Matt Maurer, vice president and general manager of Landing Systems at Collins Aerospace, said in the announcement. The expanded facility manufactures landing gear assemblies and related systems used on commercial and military aircraft. Collins said teams in Tajęcina and nearby Krosno produce and support main landing gear, nose landing gear and wing landing gear systems. Part of broader RTX investment strategy...
In this article VSXY Follow your favorite stocks CREATE FREE ACCOUNT Bras for sale at a Victoria's Secret store on Fifth Avenue in New York, US, on Thursday, Sept. 4, 2025. Gabby Jones | Bloomberg | Getty Images Shoppers may be feeling gloomy about high prices at the pump, but they're still shelling out for new bras and underwear at Victoria's Secret . The lingerie retailer raised its full-year gu...
In this article VSXY Follow your favorite stocks CREATE FREE ACCOUNT Bras for sale at a Victoria's Secret store on Fifth Avenue in New York, US, on Thursday, Sept. 4, 2025. Gabby Jones | Bloomberg | Getty Images Shoppers may be feeling gloomy about high prices at the pump, but they're still shelling out for new bras and underwear at Victoria's Secret . The lingerie retailer raised its full-year guidance on Tuesday after blowing past earnings estimates in its fiscal first quarter, citing lower tariff costs and more customers willing to spend full price on its products. There was "very consistent, double-digit [sales] increases across Victoria's Secret, Pink, beauty channels, digital, stores and international, all very positive," CEO Hillary Super told CNBC in an interview. "Supercharging bras being one of our most important initiatives, double-digit [comparable sales growth] there, and I think the loyalty that bras creates and the anchor that it is in the business is just so important." Super added the company grew sales with "significantly" fewer promotions and gained market share during the quarter, particularly with shoppers ages 18 to 24. During the first quarter, some retailers saw strong growth that they attributed partially to higher tax refunds . While Victoria's Secret finance chief Scott Sekella said some customers used that extra stimulus to go shopping at its stores, it was a "normal amount," and trends have remained consistent so far this quarter, even with tax refunds having dried up for many people. Victoria's Secret is now expecting full-year sales to be between $7.03 billion and $7.13 billion, up from a previous range of between $6.85 billion to $6.95 billion and well ahead of estimates of $6.99 billion, according to LSEG. The company also raised its full-year guidance for adjusted opening income by more than $100 million. It's now expecting adjusted operating income to be between $550 million to $580 million, up from a previous range of between $430...
Susumu Yoshioka/DigitalVision via Getty Images The Alerian MLP ETF ( AMLP ) has delivered a surprise. In January 2026, I had rated it a Hold - acknowledging strong yield but arguing that the rerating triggers underpinning 2020-2025 returns were largely exhausted. I did see some growth capex returning, but not structurally significant enough. The Iran conflict and an earlier than anticipated reviva...
Susumu Yoshioka/DigitalVision via Getty Images The Alerian MLP ETF ( AMLP ) has delivered a surprise. In January 2026, I had rated it a Hold - acknowledging strong yield but arguing that the rerating triggers underpinning 2020-2025 returns were largely exhausted. I did see some growth capex returning, but not structurally significant enough. The Iran conflict and an earlier than anticipated revival in volumes were not a factor then, but they are now. AMLP has delivered ~13% total returns since the time of my thesis, far ahead of the high single-digit base case I outlined. Since January, three things have changed that tilt the thesis now to a cautious buy. One, macro catalysts now are far more supportive of the volume story. Two, Q1 2026 earnings have now somewhat validated a structural capex upcycle story I saw as tentative in January. And three, pipeline infrastructure is positioned differently since the Middle East crisis. The normalization risks in oil prices and a higher-for-longer rates environment are legitimate drags that prevent outright high-conviction buying, but the forward risk-reward setup seems to be much more favorable for an income investor with a 12-18 month horizon than it was in January. I see the yield still dominating total returns ahead, while the 2027 cash flow story matures. The Volume Thesis The fee-based model of midstream MLPs insulates the AMLP thesis of a direct impact of WTI crude prices. This dynamic is well-known and reflected in the chart below. AMLP total returns (a proxy for earnings) were not impacted directly by a downward slope in the WTI charts in the past 3 years (ex-Iran stress). So, the Iran crisis does not change that model. What it seems to have done is incentivized more drilling, more production, and more throughput through the pipeline networks that AMLP holds. EIA's short-term energy outlook reflects this change from January. While the January outlook projected baseline U.S. crude output to fall ~0.2m barrels per day in...
Victoria’s Secret press release ( VSXY ): Q1 Non-GAAP EPS of $0.60 beats by $0.28 . Revenue of $1.56B (+15.6% Y/Y) beats by $40M . Total comparable sales for the first quarter of 2026 increased 13%. VS&Co Raises Full Year 2026 Net Sales Guidance to $7.030-$7.130 Billion and Adjusted Operating Income Guidance to $550-$580 Million The Company is forecasting net sales for the second quarter of 2026 t...
Victoria’s Secret press release ( VSXY ): Q1 Non-GAAP EPS of $0.60 beats by $0.28 . Revenue of $1.56B (+15.6% Y/Y) beats by $40M . Total comparable sales for the first quarter of 2026 increased 13%. VS&Co Raises Full Year 2026 Net Sales Guidance to $7.030-$7.130 Billion and Adjusted Operating Income Guidance to $550-$580 Million The Company is forecasting net sales for the second quarter of 2026 to be in the range of $1.590 billion to $1.615 billion compared to net sales of $1.459 billion for the second quarter of 2025. At this forecasted level of net sales, operating income for the second quarter of 2026 is expected to be in the range of $90 million to $100 million compared to adjusted operating income of $55 million for the second quarter of 2025. The Company is now forecasting fiscal year 2026 net sales to be in the range of $7.030 billion to $7.130 billion, an increase compared to the previously communicated guidance range of $6.850 billion to $6.950 billion, and compared to net sales of $6.553 billion in fiscal year 2025. At this forecasted level of net sales, the Company is now forecasting adjusted operating income for fiscal year 2026 to be in the range of $550 million to $580 million, an increase compared to previously communicated guidance range of $430 million to $460 million, and compared to fiscal year 2025 adjusted operating income of $403 million. Shares +1.6% PM. More on Victoria’s Secret Victoria's Secret: Upgrading To A Cautious Hold, Due To The Sustained Demand Victoria's Secret: Bull Case Is Playing Out Nicely Victoria's Secret: A Clear Turnaround Opportunity (Rating Upgrade) Victoria’s Secret Q1 2027 Earnings Preview Quant snapshot: Ciena, Tilly’s among top-rated names as Here Group, Oddity Tech lag
Alphabet Inc. (NASDAQ:GOOG) has announced plans to raise $80 billion in new equity capital as the company ramps up investment in artificial intelligence infrastructure to meet rapidly growing demand for its AI products and services.
Alphabet Inc. (NASDAQ:GOOG) has announced plans to raise $80 billion in new equity capital as the company ramps up investment in artificial intelligence infrastructure to meet rapidly growing demand for its AI products and services.