Hewlett Packard Enterprise is ripping after its big earnings beat fueled by an ongoing artificial intelligence boom, but there is still plenty of upside ahead, according to Loop Capital. The investment firm upgraded the AI server name to buy from hold. It also hiked its price target on shares to $75 from $23, implying 60% upside from Monday's close. "Apr Q was a historic blowout quarter as Agentic...
Hewlett Packard Enterprise is ripping after its big earnings beat fueled by an ongoing artificial intelligence boom, but there is still plenty of upside ahead, according to Loop Capital. The investment firm upgraded the AI server name to buy from hold. It also hiked its price target on shares to $75 from $23, implying 60% upside from Monday's close. "Apr Q was a historic blowout quarter as Agentic and Inferencing adoption is triggering not only amplified revenue growth but [operating margin] expansion as well," Ananda Baruah said Tuesday in a note to clients. "Now that commercial inference investment has begun in earnest…we believe we could be at the front end of a 3-5 year growth expansion." Shares rose nearly 28% before the market's open on Tuesday after Hewlett Packard posted its largest beat on quarterly earnings since 2018. The beat was largely fueled by the strength of the firm's server unit amid accelerating AI adoption. The company reported adjusted earnings of 79 cents per share for the fiscal second quarter versus the 53 cents expected by analysts polled by LSEG. It also brought in $10.68 billion in revenue during the period, topping analysts' $9.79 billion consensus estimate. Hewlett Packard forecasted total revenue in the range of $11.5 billion to $12.1 billion for the current quarter. For fiscal 2026, revenue is expected to rise between 29% and 33% year over year, helped by projected networking revenue growth of 72% to 75%, the company said. The company's executives warned that supply chain constraints could limit revenue conversion through 2027, however. Still, Hewlett Packard's latest financial outlook bodes well for the trajectory of its shares, per Loop Capital. "If the current ... networking explosion transforms into a durable multi-year architecture overhaul rather than a cyclical surge, out-year estimates will see continued upward revisions," Baruah wrote. The Street is split on Hewlett Packard. Of the 22 analysts covering the hardware and softwa...
Douglas Rissing/iStock via Getty Images In October 2025, I wrote an article about the Alerian MLP ETF ( AMLP ) with a title AMLP: The Right Time To Buy This 8.3% Yielder . The timing could not be better. Since then, AMLP is up by ~16.5%. Of course, I was not predicting superior returns that would be driven by surging oil and natural gas prices. My motivation to set a buy for AMLP was mostly linked...
Douglas Rissing/iStock via Getty Images In October 2025, I wrote an article about the Alerian MLP ETF ( AMLP ) with a title AMLP: The Right Time To Buy This 8.3% Yielder . The timing could not be better. Since then, AMLP is up by ~16.5%. Of course, I was not predicting superior returns that would be driven by surging oil and natural gas prices. My motivation to set a buy for AMLP was mostly linked to relatively enticing yield which was supported by truly resilient fundamentals - i.e., MLPs with prudent capital structures and contracted cash flow generation profiles. What we have now are higher priced MLPs (and thus AMLP). The yield has declined by 50 basis points accordingly. And at the same time, AMLP has also become more volatile and driven by the changes in the Strait of Hormuz situation. The following chart illustrates this dynamic quite well: Ycharts All this might some valid questions for investors, such as: What will happen to AMLP's share price if (or when) the situation with Iran is resolved? How would AMLP respond to the potential risk of having an oil glut across the globe (e.g., driven by increased production volumes and eventual solution with Iran)? Is AMLP's yield still high enough to direct capital from other high-yielding opportunities here? These are indeed totally understandable concerns. Well, while I agree with the skepticism, I don't think that investors should gravitate out from AMLP especially if this is the ETF through which MLP exposures are captured (due to, say, K-1 avoidance ). Let me explain. Thesis review I think that it is important to level set our understanding about AMLP's price gains and the magnitude of them. Since October 2025, when I published my previous article on AMLP, the ETF's price has increased by about 10.5%. Ycharts At the same time, the following elements have occurred: MLPs have reported Q4 2025 and Q1 2026 figures which have resulted in clear EBITDA advancements. Almost all of the largest MLP players which consume a ...
Michael Vi Okta ( OKTA ) was in focus on Tuesday after Mizuho downgraded the company and said the opportunity from agentic AI opportunity is “likely reflected” in its stock. Shares tumbled 8% in premarket trading. “We continue to believe OKTA is well positioned to capitalize on agentic AI, although both the timing and magnitude remain big question marks at this early stage, with many different ide...
Michael Vi Okta ( OKTA ) was in focus on Tuesday after Mizuho downgraded the company and said the opportunity from agentic AI opportunity is “likely reflected” in its stock. Shares tumbled 8% in premarket trading. “We continue to believe OKTA is well positioned to capitalize on agentic AI, although both the timing and magnitude remain big question marks at this early stage, with many different identity security vendors vying for the pole position,” Mizuho analyst Gregg Moskowitz wrote in a note to clients. “Altogether, we're not yet convinced that OKTA can significantly re-accelerate growth over the near-to-medium term. Furthermore, OKTA shares have risen a massive 48% over the last two business days (IGV +12-13%) and 67% YTD (IGV +2%), and we find the valuation full at current levels.” Moskowitz lowered his rating on Okta to Neutral from Outperform but raised his price target to $125 from $110. More on Okta Okta Stock Gains On Earnings, But The Bull Case Is Still Intact Okta, Inc. (OKTA) Q1 2027 Earnings Call Transcript Okta, Inc. 2027 Q1 - Results - Earnings Call Presentation AI monetization shifts to usage-based pricing Okta expects Q2 FY2027 9% revenue growth with 26% non-GAAP operating margin as it scales AI agents push
JHVEPhoto/iStock Editorial via Getty Images Investment Thesis Since my last coverage , UnitedHealth ( UNH ) has rallied approximately 37%, suggesting the market is increasingly recognizing the effectiveness of management's turnaround strategy. This appears to be true since the firm seems to be doing well at executing its plan in terms of its efforts to recover margins, efficient capital allocation...
JHVEPhoto/iStock Editorial via Getty Images Investment Thesis Since my last coverage , UnitedHealth ( UNH ) has rallied approximately 37%, suggesting the market is increasingly recognizing the effectiveness of management's turnaround strategy. This appears to be true since the firm seems to be doing well at executing its plan in terms of its efforts to recover margins, efficient capital allocation, and improving operating efficiencies. While the regulatory issues and member issues continue to persist, the latest performance is showing UnitedHealth making good progress towards its earning goals. $2 Billion Stock Repurchases By June 2026 Through Operating Cash Flow UnitedHealth generated $8.9 billion in operating cash flow during Q1-FY26 that is 1.4x of net income. It allocated capital toward decreasing the debt-to-capital ratio, and this ratio hit 42.9% at March 31, 2026. UnitedHealth holds a 40% target for FY26's end for the ratio. Here, cash flow also supports stockholder returns, based on the fact that UnitedHealth initiated stock repurchases earlier than planned. Now, UnitedHealth intends to deploy a minimum of $2 billion for share buybacks by the Q2’s end. Cash conversion also supports investments in tech, as UnitedHealth allocated $1.5 billion for AI initiatives in FY26 and these AI investments target admin simplification. For instance, Optum Insight uses AI for claim adjudication and coverage validation, and these tools reduce manual contact costs by 76% as the automation improves accuracy in internal workflows. Q1 Earnings Moreover, UnitedHealth acquires assets to expand service offerings, as it agreed to purchase Alegeus Technologies, which adds consumer-centered health financial services. UnitedHealth expects this transaction to add to earnings in FY27. Also, cash flow supports UnitedHealth to hold a 13% to 16% earnings growth plan, as one-third of growth is coming from capital deployment. Reserve development influenced UnitedHealth’s medical cost performan...
Vertigo3d/E+ via Getty Images By Robin Marshall, Director Fixed Income and Multi Asset Research, FTSE Russell In a fixed income index where bonds are weighted by their market value, a larger issuer weight might signal potential future difficulties. Reweighting by an economic rather than a market footprint could help reduce the risk. Bond issuance and creditworthiness Struggling companies or govern...
Vertigo3d/E+ via Getty Images By Robin Marshall, Director Fixed Income and Multi Asset Research, FTSE Russell In a fixed income index where bonds are weighted by their market value, a larger issuer weight might signal potential future difficulties. Reweighting by an economic rather than a market footprint could help reduce the risk. Bond issuance and creditworthiness Struggling companies or governments often need to issue more debt to cover their outgoings. Often, these financing pressures are temporary. But there’s a tail risk if things don’t improve. And passive (index-based) investors could become overexposed to less creditworthy bond issuers at the time when their ability to service debts is waning. Developed market government bonds have always been considered the least risky financial asset - even a risk-free asset, as far as investment textbooks go. Since the bonds are issued in local currency, default risks are extremely low. But this characterisation is less sure than it once was. In early 2000, over 85% of the FTSE World Government Bond Index (FTSE WGBI) was represented by entities with the highest (AAA) credit rating. By April 2026, 11% of the index was in AAA-rated bonds, and BBB and A ratings took up nearly 40%. FTSE World Government Bond Index—index share by credit rating Source: FTSE Russell, January 2000-April 2026. Past performance is not a reliable guide to future returns. Changes in the FTSE WGBI Part of this evolution reflects both changes in the index and shifts in credit profiles over time. The FTSE WGBI has expanded from nine markets at its inception (in 1984) to 25 in April 2026, including the addition of select emerging market sovereign bonds. Importantly, all constituents (developed and emerging) must have a minimum “investment grade” credit rating (BBB- from S&P and Baa3 from Moody’s) to stay in the index. However, there’s been some slippage amongst credits once considered as impeccable. Several European governments were downgraded from AAA...
It has been a tough run for Oklo (NYSE: OKLO) investors. Since 2026 began, the share price of the nuclear stock has fallen by around 14%. From their highs set last October, share prices are down a whopping 61%. There are several reasons for the downfall. For instance, a lack of major announcements is part of it. While Oklo did sign a major agreement with Meta Platforms in January for a 1.2-gigawat...
It has been a tough run for Oklo (NYSE: OKLO) investors. Since 2026 began, the share price of the nuclear stock has fallen by around 14%. From their highs set last October, share prices are down a whopping 61%. There are several reasons for the downfall. For instance, a lack of major announcements is part of it. While Oklo did sign a major agreement with Meta Platforms in January for a 1.2-gigawatt small modular reactor (SMR) system, actual construction of any project in its pipeline has not seen much news. This lack of real-world traction has undeniably weighed on the stock . But the company -- and thus its shares -- could receive a timely momentum boost in July from a positive announcement. Continue reading
SAN FRANCISCO, June 02, 2026--Elation Health, the clinical-first technology platform for modern primary care success, today announced the acquisition of Aster, an AI-native EHR focused on women's health. The acquisition brings expertise in autonomous AI agents and accelerates Elation's development of the first agentic operating system for primary care: software that handles work on behalf of clini...
SAN FRANCISCO, June 02, 2026--Elation Health, the clinical-first technology platform for modern primary care success, today announced the acquisition of Aster, an AI-native EHR focused on women's health. The acquisition brings expertise in autonomous AI agents and accelerates Elation's development of the first agentic operating system for primary care: software that handles work on behalf of clinicians, not just assists them. This is Elation's second acquisition, following the purchase of Lightn
BW LPG (NYSE:BWLP) reported sharply higher first-quarter earnings and announced a major fleet renewal program, as management said geopolitical disruptions in the Middle East and shifting LPG trade flows have pushed very large gas carrier freight rates to historically elevated lev
BW LPG (NYSE:BWLP) reported sharply higher first-quarter earnings and announced a major fleet renewal program, as management said geopolitical disruptions in the Middle East and shifting LPG trade flows have pushed very large gas carrier freight rates to historically elevated lev
Russia is exporting the most crude since its invasion of Ukraine back in 2022 as Kyiv's record attacks on its neighbor's oil refineries force more barrels into the global market. Moscow’s year-to-date shipments are running at 3.46 million barrels a day, about 120,000 barrels a day higher than 2025, and exceed the annual averages for each year since Moscow’s troops marched into Ukraine in February ...
Russia is exporting the most crude since its invasion of Ukraine back in 2022 as Kyiv's record attacks on its neighbor's oil refineries force more barrels into the global market. Moscow’s year-to-date shipments are running at 3.46 million barrels a day, about 120,000 barrels a day higher than 2025, and exceed the annual averages for each year since Moscow’s troops marched into Ukraine in February 2022. Flows have recovered from an earlier slump caused by strikes on key export facilities on the Black Sea and Baltic, as Kyiv switches its focus back to Russia’s refineries and oil pumping stations. Attacks on refineries set a record in May, sending processing to a 16-year low and prompting Moscow to ban jet fuel exports on top of earlier halted foreign sales of gasoline. The renewed targeting of processing plants likely boosts the amount of crude available for shipping overseas. Four-week average crude shipments were 3.64 million barrels a day in the period to May 31, little changed from the revised 3.68 million in the 28 days to May 24, tanker-movements data compiled by Bloomberg show. And with global oil prices boosted by the war in Iran and the effective closure of the Strait of Hormuz, the value of Moscow’s shipments in recent weeks has exceeded even the levels seen in the first months of the Ukraine invasion. Moscow has found a ready market for its higher flows after the US and Israel launched attacks on Iran at the end of February, prompting Tehran to effectively close the Strait of Hormuz. That’s halted about 15 million barrels a day of crude flows from the Persian Gulf, with only about one-third of that diverted to other routes, leaving refiners scrambling for alternatives and the price of Russian crude soaring alongside global benchmarks. US President Donald Trump aided the Kremlin by waiving sanctions on its shipments, making it easier for Indian processors, in particular, to boost purchases. With Russia’s daily shipments in the past four weeks running about 3...
NVIDIA’s latest analyst update comes with no change to the current price targets, leaving existing expectations in place without a new directional push. With no fresh analyst commentary provided alongside this update, the lack of revision speaks for itself and puts more weight on how you interpret the status quo. In the sections that follow, you will see how to track these kinds of updates and use...
NVIDIA’s latest analyst update comes with no change to the current price targets, leaving existing expectations in place without a new directional push. With no fresh analyst commentary provided alongside this update, the lack of revision speaks for itself and puts more weight on how you interpret the status quo. In the sections that follow, you will see how to track these kinds of updates and use them to follow the evolving narrative around the stock over time. Stay updated as the Fair Value...
(RTTNews) - Philip Morris International Inc. (PM), the tobacco company and cigarettes brand, Tuesday said that it is trimming its outlook for the second quarter and fiscal 2026 reflecting currency and the non-cash impairment of Rothmans, Benson & Hedges or RBH.
(RTTNews) - Philip Morris International Inc. (PM), the tobacco company and cigarettes brand, Tuesday said that it is trimming its outlook for the second quarter and fiscal 2026 reflecting currency and the non-cash impairment of Rothmans, Benson & Hedges or RBH.