Banco Comercial Portugues S.A. Unsponsored ADR (BPCGY) shares rallied 11.2% in the last trading session to close at $11.01. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 0.5% loss over the past four weeks. Shares of Banco Comercial Portugues touched a new 52-week high during Thursday's trading. An...
Banco Comercial Portugues S.A. Unsponsored ADR (BPCGY) shares rallied 11.2% in the last trading session to close at $11.01. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 0.5% loss over the past four weeks. Shares of Banco Comercial Portugues touched a new 52-week high during Thursday's trading. An overall favorable broader market sentiment probably drove the BPCGY stock higher. This company is expected to post quarterly earnings of $0.22 per share in its upcoming report, which represents a year-over-year change of -66.7%. Revenues are expected to be $1.13 billion, up 16.4% from the year-ago quarter. While earnings and revenue growth expectations are important in evaluating the potential strength in a stock, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For Banco Comercial Portugues, the consensus EPS estimate for the quarter has been revised 5% higher over the last 30 days to the current level. And a positive trend in earnings estimate revision usually translates into price appreciation. So, make sure to keep an eye on BPCGY going forward to see if this recent jump can turn into more strength down the road. The stock currently carries a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> Banco Comercial Portugues belongs to the Zacks Banks - Foreign industry. Another stock from the same industry, Intesa Sanpaolo SpA (ISNPY), closed the last trading session 0.7% lower at $40.27. Over the past month, ISNPY has returned 1.9%. Intesa Sanpaolo's consensus EPS estimate for the upcoming report has changed -1.9% over the past month to $1.07. Compared to the company's year-ago EPS, this represents a change of +12.6%. Intesa Sanpaolo currently boasts a Zacks Rank of #3 (Hold). Zacks' Research Chief Names "Stock Most Likely to Double" ...
Our Discounted Cash Flow (DCF) analysis suggests Microsoft is undervalued by 25.1%. Track this in your watchlist or portfolio , or discover 46 more high quality undervalued stocks . On this basis, the DCF model indicates an estimated intrinsic value of about US$569.80 per share. Compared with the recent share price of US$426.99, this implies the stock is trading at roughly a 25.1% discount to the ...
Our Discounted Cash Flow (DCF) analysis suggests Microsoft is undervalued by 25.1%. Track this in your watchlist or portfolio , or discover 46 more high quality undervalued stocks . On this basis, the DCF model indicates an estimated intrinsic value of about US$569.80 per share. Compared with the recent share price of US$426.99, this implies the stock is trading at roughly a 25.1% discount to the modelled value. This suggests Microsoft stock appears undervalued under these assumptions. For Microsoft, the model uses a 2 Stage Free Cash Flow to Equity approach based on cash flow projections. The latest twelve month free cash flow is about US$93.7b. Analyst inputs and extrapolated estimates suggest projected free cash flow of US$181.1b in 2030, with a full set of annual projections feeding into the model out to 2035. Simply Wall St uses analyst estimates where available through 2029, then extrapolates further growth beyond that. A Discounted Cash Flow, or DCF, model estimates what a stock could be worth by projecting future cash flows and discounting them back to today using a required rate of return. It focuses on the cash the company could generate for shareholders rather than reported earnings. On Simply Wall St's valuation checklist, Microsoft scores a 6 out of 6 . This sets up a closer look at how different methods value the stock and leads into a potentially more useful way to think about valuation at the end of this article. Recent coverage has focused on how Microsoft fits into long term themes such as artificial intelligence, cloud adoption, and productivity software. This helps explain why the stock has stayed in focus even as short term returns have been mixed, and it also shapes how investors weigh growth expectations against the current share price. The stock last closed at US$426.99, with returns of 1.9% over the past week, a small decline of 0.5% over the past month, a larger decline of 9.7% year to date, a decline of 6.2% over the past year, and gains o...
Our Discounted Cash Flow (DCF) analysis suggests Microsoft is undervalued by 25.1%. Track this in your watchlist or portfolio , or discover 46 more high quality undervalued stocks . On this basis, the DCF model indicates an estimated intrinsic value of about US$569.80 per share. Compared with the recent share price of US$426.99, this implies the stock is trading at roughly a 25.1% discount to the ...
Our Discounted Cash Flow (DCF) analysis suggests Microsoft is undervalued by 25.1%. Track this in your watchlist or portfolio , or discover 46 more high quality undervalued stocks . On this basis, the DCF model indicates an estimated intrinsic value of about US$569.80 per share. Compared with the recent share price of US$426.99, this implies the stock is trading at roughly a 25.1% discount to the modelled value. This suggests Microsoft stock appears undervalued under these assumptions. For Microsoft, the model uses a 2 Stage Free Cash Flow to Equity approach based on cash flow projections. The latest twelve month free cash flow is about US$93.7b. Analyst inputs and extrapolated estimates suggest projected free cash flow of US$181.1b in 2030, with a full set of annual projections feeding into the model out to 2035. Simply Wall St uses analyst estimates where available through 2029, then extrapolates further growth beyond that. A Discounted Cash Flow, or DCF, model estimates what a stock could be worth by projecting future cash flows and discounting them back to today using a required rate of return. It focuses on the cash the company could generate for shareholders rather than reported earnings. On Simply Wall St's valuation checklist, Microsoft scores a 6 out of 6 . This sets up a closer look at how different methods value the stock and leads into a potentially more useful way to think about valuation at the end of this article. Recent coverage has focused on how Microsoft fits into long term themes such as artificial intelligence, cloud adoption, and productivity software. This helps explain why the stock has stayed in focus even as short term returns have been mixed, and it also shapes how investors weigh growth expectations against the current share price. The stock last closed at US$426.99, with returns of 1.9% over the past week, a small decline of 0.5% over the past month, a larger decline of 9.7% year to date, a decline of 6.2% over the past year, and gains o...
(RTTNews) - Canadian shares may open on mixed note Friday morning with investors tracking global stocks and commodity prices, and reacting to Canadian GDP report and U.S. PCE price index reading. Canadian Western Bank (CWB.TO) reported a net income of $41 million for the third-quarter of its current financial year, down 46% from the preceding quarter. Laurentian Bank of Canada (LB.TO) reported net...
(RTTNews) - Canadian shares may open on mixed note Friday morning with investors tracking global stocks and commodity prices, and reacting to Canadian GDP report and U.S. PCE price index reading. Canadian Western Bank (CWB.TO) reported a net income of $41 million for the third-quarter of its current financial year, down 46% from the preceding quarter. Laurentian Bank of Canada (LB.TO) reported net income of $34.1 million and diluted earnings per share of $0.67 for the third quarter of 2024, compared with net income of $49.3 million and diluted earnings per share of $1.03 for the third quarter of 2023. On the economic front, data on Canadian second-quarter GDP is due at 8:30 AM ET. The Canadian economy expanded by 0.4% in the first quarter of this year, accelerating from a downwardly revised flat reading in the previous period. According to a report from the Canadian Federation of Independent Business, the business barometer in Canada, a long-term index reflecting 12-month forward expectatins for business performance in the country, rose to a 2-year high of 56.8 in August from the upwardly revised 55.5 in the previous month. After recording losses in the previous two sessions, the Canadian market ended on a positive note on Thursday despite paring a substantial portion of its intraday gains. The benchmark S&P/TSX Composite Index, which climbed about 210 points to 23,336.93, settled at 23,227.49, gaining 100.51 points or 0.43%. Asian stocks advanced on Friday as strong U.S. GDP and labor market data hinted at a soft landing for the world's largest economy. European stocks are up in positive territory with traders digesting a slew of regional data and looking ahead to the release of core PCE price index, a key U.S. inflation measure, due later in the day for further direction. Eurozone inflation fell sharply in August to its lowest level since mid-2021 due to falling energy costs, Eurostat data showed - adding impetus to calls for cuts to interest rates in the region. ...
syahrir maulana/iStock via Getty Images The Russell 2000’s 18% gain this year is just the beginning for small-cap stocks, driven by over $700 billion in hyperscaler spending that’s filtering down to smaller companies, according to Chris Retzler, portfolio manager of Needham’s Small Cap Growth Fund. In an interview with CNBC, Retzler pointed to infrastructure buildouts, military modernization, and ...
syahrir maulana/iStock via Getty Images The Russell 2000’s 18% gain this year is just the beginning for small-cap stocks, driven by over $700 billion in hyperscaler spending that’s filtering down to smaller companies, according to Chris Retzler, portfolio manager of Needham’s Small Cap Growth Fund. In an interview with CNBC, Retzler pointed to infrastructure buildouts, military modernization, and semiconductor equipment as key areas fueling the rally, noting that his concentrated growth fund is up approximately 74% year-to-date. Retzler explained that the current environment represents a dramatic shift from a year ago when tariff concerns weighed heavily on small caps. “What we’ve seen since then is stability and ability for companies to plan and invest,” he said. The portfolio manager emphasized that he hasn’t seen enthusiasm like this among business leaders in his 21 years of focusing on small caps. The rally is not being driven by consumer-facing companies, which remain weak due to higher oil prices and interest rates. Instead, Retzler sees the growth coming from companies supplying AI infrastructure buildouts and military modernization efforts. “One person’s capex is another company’s revenue, and that is filtering out to a lot of the smaller companies that are supplying these build outs,” he explained. While Retzler remains bullish on the sectors that have driven gains, he advised prudent portfolio management. He suggested trimming winners and rotating into names that haven’t performed as well, though he stopped short of saying momentum in growth areas has peaked. “As a portfolio manager, you need to rebalance where you’ve outperformed,” he noted. Policy clarity has also been a significant catalyst for small cap optimism. Retzler pointed to tax policy and tariff rules as providing the certainty companies need to make investment decisions. “Companies don’t just make decisions out of the blue. They make it because they see demand, they see opportunity, and a lot ...
Special situations investor FitzWalter Capital has bought around half of the bank debt owed by struggling German fiber operator DNS:Net , according to people familiar with the matter. The trades took place as the company undergoes restructuring talks with creditors, the people added, asking not to be identified discussing private information. Trades in fiber debt are relatively uncommon, as a resu...
Special situations investor FitzWalter Capital has bought around half of the bank debt owed by struggling German fiber operator DNS:Net , according to people familiar with the matter. The trades took place as the company undergoes restructuring talks with creditors, the people added, asking not to be identified discussing private information. Trades in fiber debt are relatively uncommon, as a result of tight trading restrictions and banks’ reluctance to take a hit by selling the debt at a discount. Many fiber companies in Germany have been forced to overhaul bloated debtloads taken out to finance the rollout of fiber-optic cable. The higher-than-expected cost of installing the infrastructure for faster broadband — combined with disappointing customer uptake — has left firms struggling to generate enough cash. Owner 3i Infrastructure was unable to raise fresh debt financing for DNS:Net in late 2025, and ruled out providing further equity funding to finance the firm’s rollout of fiber cable in Berlin, Brandenburg and Saxony-Anhalt. That’s put the future ownership of the company in the hands of creditors, with 3i noting it’s working with lenders on “their plans for the business,” in its annual report . A spokesperson for 3i declined to comment. Representatives of FitzWalter and DNS: Net didn’t immediately respond to requests for comment. DNS:Net has a credit line of €475 million ($553 million), of which €283 million had been drawn down as of the end of 2023, according to public filings. Read More: German Fiber Network DNS:NET Picks Advisers For Debt Talks Distressed debt specialists have been circling fiber-operators as potential investment opportunities. One lender to major altnet Deutsche Glasfaser , which agreed a restructuring of its €7 billion debt package last month, sold out to Connecticut-based Strategic Value Partners. FitzWalter Capital, founded by former Macquarie banker Ben Brazil , invests across sectors and asset classes, including corporates, real estate...
At 15.9 mm thin and weighing just 1.6 kg, the laptop comes in an aluminum refined steel gray finish with a metal chassis and a 150-degree wide-opening hinge design so that it can be opened smoothly with one hand. With up to 24 hours of battery life [ [3] ] , the laptop was built to drive on-the-go productivity. It offers Intel Killer Wi-Fi 6E AX1675i for high-speed, stable connections, and 1080p F...
At 15.9 mm thin and weighing just 1.6 kg, the laptop comes in an aluminum refined steel gray finish with a metal chassis and a 150-degree wide-opening hinge design so that it can be opened smoothly with one hand. With up to 24 hours of battery life [ [3] ] , the laptop was built to drive on-the-go productivity. It offers Intel Killer Wi-Fi 6E AX1675i for high-speed, stable connections, and 1080p FHD IR camera with Acer Purified View facilitates high-quality video conferencing. Advanced connectivity continues with dual Thunderbolt 4 ports, HDMI 2.1, a microSD card slot, and Bluetooth 5.4. The Aspire X 16 AI features a 16-inch 3K OLED WQXGA+ display with DCI-P3 100% coverage and 120 Hz refresh rate, delivering sharper visuals, better document viewing, and a superior, balanced experience for both office tasks and creative work. Offering a thin-and-light profile, the premium Acer Aspire X 16 AI laptop (AX16-I71M) draws inspiration from high-performance laptops to deliver exceptional power and portability for creative workflows and productivity. Powered by up to the latest Intel Core Ultra X9 processors with up to 180 platform TOPS, the laptop delivers fast and responsive performance whether working, playing, or creating. The built-in Intel Arc graphics bring the power of larger laptops into a thin-and-light design, paired with fine-tuned thermal technology — dual fans with Vortex Flow for quiet yet efficient cooling [ [2] ] . TAIPEI, May 29, 2026 /PRNewswire/ -- Acer today announced the expansion of its Aspire AI lineup of Copilot+ PCs with four new models: the Acer Aspire X 16 AI laptop, Acer Aspire 18 AI laptop, and Acer Aspire C27 AI and Aspire C24 AI all-in-one desktops. Showcasing intuitive AI capabilities coupled with the latest processing power, these Windows 11 PCs offer varied configuration options, combining powerful computing with modern designs for a range of user needs and scenarios. Marking an expansion of Acer's Copilot+ PC portfolio, the new Aspire devic...
At its recent I/O conference, Alphabet (GOOGL +0.34%) (GOOG +0.36%) shook up the artificial intelligence (AI) world by announcing a slew of new AI services. But one of the company's most important announcements was a new AI cloud computing company it started with venture firm Blackstone. While in its early stages, this new company could impact Nvidia's (NVDA +0.80%) AI hardware business and CoreWe...
At its recent I/O conference, Alphabet (GOOGL +0.34%) (GOOG +0.36%) shook up the artificial intelligence (AI) world by announcing a slew of new AI services. But one of the company's most important announcements was a new AI cloud computing company it started with venture firm Blackstone. While in its early stages, this new company could impact Nvidia's (NVDA +0.80%) AI hardware business and CoreWeave's (CRWV +2.50%) AI cloud business. Here's how. Here's how Alphabet's new venture could affect Nvidia's business Nvidia currently enjoys a dominant position in the AI space, with its chip designs accounting for 86% of revenue in the data center market. Nvidia built that lead over many years, developing highly capable processors that were first great at graphics processing and are now exceptional at AI compute. The result has been soaring revenue, up 85% in the fiscal 2027 first quarter to $81.6 billion and non-GAAP earnings of $1.87 per share, up 140% for the year. But not everyone is happy about Nvidia's dominance. Google, which relies heavily on Nvidia's processors in its data centers, has been developing its own tensor processing units (TPUs) for years to offload some of its hardware needs. And now it may be ready to utilize its TPUs even more with its new AI cloud company. The joint venture with Blackstone would deploy 500 megawatts of capacity by 2027 and would rely heavily on Google's own TPUs for processors. The company "plans to scale significantly over time" from there. Since its TPUs are purpose-built for AI and designed by Google, it could be more efficient for Google to use its own TPUs for training and AI inference for its Gemini AI model. This could eventually impact Nvidia because Alphabet is spending so much -- up to $185 billion this year alone -- on capital expenditures (mostly for data centers). And the company says it could spend even more next year. Some of Alphabet's AI spending could eventually shift away from Nvidia's processors, as it increasingl...
Key Points The AI cloud service market will be worth an estimated $400 billion by 2031. Nvidia is the hands-down leader in AI processors, but Google's TPUs could eventually pose a threat. CoreWeave is a leading AI cloud services company, but a new Google joint venture is targeting this market. 10 stocks we like better than Nvidia › At its recent I/O conference, Alphabet (NASDAQ: GOOGL) (NASDAQ: GO...
Key Points The AI cloud service market will be worth an estimated $400 billion by 2031. Nvidia is the hands-down leader in AI processors, but Google's TPUs could eventually pose a threat. CoreWeave is a leading AI cloud services company, but a new Google joint venture is targeting this market. 10 stocks we like better than Nvidia › At its recent I/O conference, Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) shook up the artificial intelligence (AI) world by announcing a slew of new AI services. But one of the company's most important announcements was a new AI cloud computing company it started with venture firm Blackstone. While in its early stages, this new company could impact Nvidia's (NASDAQ: NVDA) AI hardware business and CoreWeave's (NASDAQ: CRWV) AI cloud business. Here's how. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Here's how Alphabet's new venture could affect Nvidia's business Nvidia currently enjoys a dominant position in the AI space, with its chip designs accounting for 86% of revenue in the data center market. Nvidia built that lead over many years, developing highly capable processors that were first great at graphics processing and are now exceptional at AI compute. The result has been soaring revenue, up 85% in the fiscal 2027 first quarter to $81.6 billion and non-GAAP earnings of $1.87 per share, up 140% for the year. But not everyone is happy about Nvidia's dominance. Google, which relies heavily on Nvidia's processors in its data centers, has been developing its own tensor processing units (TPUs) for years to offload some of its hardware needs. And now it may be ready to utilize its TPUs even more with its new AI cloud company. The joint venture with Blackstone would deploy 500 megawatts of capacity by 2027 and would rely heavily on Google's own TPUs for processors. The comp...
Costco Wholesale (COST) stock is down 7.3% in just the last five trading days. When a move like that happens, the instinct for many investors is obvious: panic about the short term or assume the story is broken. Even with the company fresh off a strong Q3 2026 earnings report that saw revenue climb over 11% on robust digital and membership growth, the stock still gave up ground. That disconnect ma...
Costco Wholesale (COST) stock is down 7.3% in just the last five trading days. When a move like that happens, the instinct for many investors is obvious: panic about the short term or assume the story is broken. Even with the company fresh off a strong Q3 2026 earnings report that saw revenue climb over 11% on robust digital and membership growth, the stock still gave up ground. That disconnect matters because Costco has almost always traded at a premium to the broader market. If you manage money with a longer-term mindset, especially in a diversified portfolio, the more important question is not whether the stock can bounce back next week. It is whether this thing actually behaves differently enough from the rest of your portfolio to deserve a spot in it. Costco Doesn’t Move Exactly Like The Market Most large retail and consumer stocks eventually start acting like regular extensions of the S&P 500. When the market goes up, they follow along. When it falls, they drop too. Costco breaks this mold. Over the last five years, its correlation with the S&P 500 has floated around 54.1%, suggesting a massive amount of company-specific behavior drives its returns rather than simple index mirroring. This independent streak comes with an annualized volatility of 22.6%. But the returns have also been enormous, outpacing the broader market over these five years. That combination of strong independent returns with only moderate correlation to broader equities is exactly why some investors view stocks like Costco as satellite allocations. They are strategic additions that can potentially improve overall portfolio behavior. The Upside Capture Number Is Low One metric that stands out here is Costco’s Upside Capture ratio: -4.3. This means that when the broader market roars into a bull rally, Costco historically lags. It does not aggressively chase equity waves upward. Instead, its portfolio value relies on its ability to act as a non-correlated shock absorber. Because the stock hold...