GE Vernova GEV and Constellation Energy CEG are emerging as major beneficiaries of the artificial intelligence-driven electricity boom, but they are positioned differently within the power ecosystem. While GE Vernova supplies the equipment needed to expand and modernize power infrastructure, Constellation Energy directly generates and sells electricity to energy-hungry customers, including large d...
GE Vernova GEV and Constellation Energy CEG are emerging as major beneficiaries of the artificial intelligence-driven electricity boom, but they are positioned differently within the power ecosystem. While GE Vernova supplies the equipment needed to expand and modernize power infrastructure, Constellation Energy directly generates and sells electricity to energy-hungry customers, including large data-center operators. A key near-term driver of electricity demand is the explosive growth of artificial intelligence and cloud computing infrastructure. The rapid expansion of hyperscale, AI-powered data centers is significantly increasing electricity consumption worldwide. These facilities require enormous amounts of electricity not only to power high-performance processors but also to operate advanced cooling systems that keep operations running continuously. Unlike traditional sources of electricity demand, data centers require stable, round-the-clock power supply, accelerating investment in both renewable energy generation and grid reliability solutions. Let us compare the stocks' fundamentals to determine which one is a better investment option at present. Factors Acting in Favor of GEV Stock GE Vernova’s advantage lies in its role as a critical infrastructure provider. The company manufactures gas turbines, grid equipment, wind turbines and electrification technologies that utilities and independent power producers need as electricity demand accelerates. The rapid buildout of AI data centers is forcing utilities to upgrade transmission networks and add new generation capacity, especially natural gas plants that can provide reliable baseload power. This trend is creating strong demand for GE Vernova’s gas turbines and grid solutions. In addition, the company benefits from a diversified business mix spanning power, renewable energy and grid modernization, giving it broad exposure to the long-term electrification theme. On May 26, 2026, GE Vernova announced that its HA ...
Sundry Photography Snowflake ( SNOW ) was upgraded at HSBC on Friday, one day after the stock jumped more than 36% due to stronger-than-expected results and guidance and a deal with Amazon ( AMZN ). Shares were little changed in premarket trading. “Snowflake shares trade at 130.0x CY26e non-GAAP PE (sector median: 24.2x),” HSBC analyst Stephen Bersey wrote in a note to clients. “We view the premiu...
Sundry Photography Snowflake ( SNOW ) was upgraded at HSBC on Friday, one day after the stock jumped more than 36% due to stronger-than-expected results and guidance and a deal with Amazon ( AMZN ). Shares were little changed in premarket trading. “Snowflake shares trade at 130.0x CY26e non-GAAP PE (sector median: 24.2x),” HSBC analyst Stephen Bersey wrote in a note to clients. “We view the premium [as] warranted as we expect a non-GAAP EPS CAGR of 49.8% (from 48.5%) over FY26-31e vs. 10-15% CAGR typical in the sector. Thus, we value Snowflake using a target PEG of 2.75x (from 2.0x; reflecting stronger AI-led earnings durability, in line with AI-peers), and our next-12-month non-GAAP EPS estimate of $2.11 (from $1.81) to arrive at our target price of $289 (from $176). We upgrade our rating to Buy (from Hold) on stronger earnings momentum, improved AI monetization visibility, and greater confidence that CoCo can improve Snowflake’s long-term growth trajectory, while maintain strong margin discipline.” More on Snowflake Snowflake Inc. (SNOW) Q1 2027 Earnings Call Transcript Snowflake's Q1: Bye Bye SaaSpocalypse Snowflake Inc. 2027 Q1 - Results - Earnings Call Presentation Snowflake forecasts $5.84B FY 2027 product revenue and raises growth outlook to 31% driven by AI adoption Snowflake surges over 35% after 'strong' Q1 sees bullish views from analysts
champc/iStock via Getty Images Technology hardware stocks gained renewed attention after Dell Technologies ( DELL ) surged 18% in extended trading Thursday following a blowout quarterly earnings report and sharply higher guidance driven by booming AI server demand. Dell reported fiscal first-quarter revenue of $43.8 billion, up 88% year over year and far ahead of Wall Street expectations, while AI...
champc/iStock via Getty Images Technology hardware stocks gained renewed attention after Dell Technologies ( DELL ) surged 18% in extended trading Thursday following a blowout quarterly earnings report and sharply higher guidance driven by booming AI server demand. Dell reported fiscal first-quarter revenue of $43.8 billion, up 88% year over year and far ahead of Wall Street expectations, while AI server revenue surged 757% to $16.1 billion. The company also raised its fiscal 2027 outlook significantly, highlighting continued strength in AI infrastructure spending and enterprise demand. The strong results helped reinforce momentum across the broader technology hardware, storage, and peripherals sector, where several stocks are already posting some of the market’s strongest price performance metrics. Leading the current momentum rankings are One Stop Systems ( OSS ), Sandisk Corporation ( SNDK ), and Western Digital ( WDC ), each earning the highest possible momentum grade of A+. The trio currently represents the strongest “high flyer” profiles within the hardware segment based on recent market performance and price action. Dell Technologies ( DELL ), fresh off its earnings-driven rally, follows closely with an A momentum grade. Corsair Gaming ( CRSR ) and Hewlett Packard Enterprise ( HPE ) also rank highly with A- momentum grades, reflecting continued investor interest in hardware and AI infrastructure-related names. The list also includes IonQ ( IONQ ), which carries a B+ momentum grade, alongside large-cap technology names such as Apple ( AAPL ), NetApp ( NTAP ), and CPI Card Group ( PMTS ), all of which currently hold B- momentum grades. Momentum grades are designed to measure a stock’s recent price strength and upward trajectory, with grades ranging from A+ to F. Stocks with higher momentum grades are generally viewed as market leaders with strong recent performance trends. Valuation grades, meanwhile, assess how undervalued or overvalued a stock may be relative...
Chevron Chairman & CEO Mike Wirth discusses the impact of the war in Iran on oil prices and global supplies, multiple attacks this week on vessels transiting the Strait of Hormuz, the company’s view on Venezuela, and potential oil and gasoline shortages. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)
Chevron Chairman & CEO Mike Wirth discusses the impact of the war in Iran on oil prices and global supplies, multiple attacks this week on vessels transiting the Strait of Hormuz, the company’s view on Venezuela, and potential oil and gasoline shortages. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)
Peter Schiff has spent his career predicting bond market trouble. On the latest episode of his podcast he thinks the trouble finally has nowhere left to hide. Oil prices have softened, war headlines have improved, and yet the long end of the Treasury curve refuses to behave. The 30-year yield sits at 5%, the 10-year ... Peter Schiff: U.S. Borrowing Costs Now Top Germany and Japan, and It’s Not Abo...
Peter Schiff has spent his career predicting bond market trouble. On the latest episode of his podcast he thinks the trouble finally has nowhere left to hide. Oil prices have softened, war headlines have improved, and yet the long end of the Treasury curve refuses to behave. The 30-year yield sits at 5%, the 10-year ... Peter Schiff: U.S. Borrowing Costs Now Top Germany and Japan, and It’s Not About the War
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Ant Group, an affiliate of Alibaba Group Holding (NYSE:BABA), has enabled an institutional-grade onchain vault for emerging market consumer lending using its blockchain protocol. Alibaba ecosystem companies recently showcased smart city projects and digital fi...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Ant Group, an affiliate of Alibaba Group Holding (NYSE:BABA), has enabled an institutional-grade onchain vault for emerging market consumer lending using its blockchain protocol. Alibaba ecosystem companies recently showcased smart city projects and digital finance developments in Macau, highlighting applications in public services and digital banking. For investors watching NYSE:BABA, these updates sit within Alibaba’s broader push across fintech, cloud and digital infrastructure, beyond its core commerce operations. Ant Group’s onchain vault targets emerging market consumer lending, a segment where access to credit and risk management tools are still developing in many regions. The Macau smart city and digital finance projects show Alibaba-linked technology being used in day to day urban services and financial products, not just back-end enterprise tools. For readers tracking Alibaba, these moves may be useful to monitor as potential indicators of how its technology stack is being applied in new sectors and geographies. Stay updated on the most important news stories for Alibaba Group Holding by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Alibaba Group Holding. NYSE:BABA Earnings & Revenue Growth as at May 2026 4 things going right for Alibaba Group Holding that this headline doesn't cover. Investor Checklist: How This News Fits Alibaba’s Story Quick Assessment ✅ Price vs Analyst Target : At US$126.16, the stock trades about 34% below the US$191.43 analyst price target. ✅ Simply Wall St Valuation : Shares are described as trading 21.8% below an estimated fair value, which points to a discounted valuation. ❌ Recent Momentum: The share price is down 3.6% over the past 30 days. There is only one way to know the right time to buy, sell or hold Alibaba Group Holding...
Palantir (NASDAQ:PLTR) at $136.88 rates a hold, and AMD (NASDAQ:AMD) at $467.51 rates a hold, according to our analysis. Both are AI infrastructure favorites, but each has reached a price where the easy money has been made and the next leg requires fresh proof. Palantir builds the operating layer for governments and large enterprises deploying ... Palantir at $136, AMD at $167: Buy, Sell or Hold?
Palantir (NASDAQ:PLTR) at $136.88 rates a hold, and AMD (NASDAQ:AMD) at $467.51 rates a hold, according to our analysis. Both are AI infrastructure favorites, but each has reached a price where the easy money has been made and the next leg requires fresh proof. Palantir builds the operating layer for governments and large enterprises deploying ... Palantir at $136, AMD at $167: Buy, Sell or Hold?
hapabapa/iStock Editorial via Getty Images Bristol Myers Squibb ( BMY ) announced on Friday that its antitumor candidate mezigdomide, as part of a combination regimen, improved cancer-free survival by more than 50% in a late-stage trial for multiple myeloma, a type of blood cancer. Citing data from its Phase 3 SUCCESSOR-2 trial, the company said that a mezigdomide-containing regimen improved progr...
hapabapa/iStock Editorial via Getty Images Bristol Myers Squibb ( BMY ) announced on Friday that its antitumor candidate mezigdomide, as part of a combination regimen, improved cancer-free survival by more than 50% in a late-stage trial for multiple myeloma, a type of blood cancer. Citing data from its Phase 3 SUCCESSOR-2 trial, the company said that a mezigdomide-containing regimen improved progression-free survival with a clinically meaningful and statistically significant effect. The analysis represented 479 patients who enrolled in the open-label trial, which assessed mezigdomide in combination with carfilzomib and dexamethasone (MeziKd) versus carfilzomib and dexamethasone (Kd) in relapsed or refractory multiple myeloma. Regarding the primary endpoint of PFS, the company noted that patients in the on-drug arm witnessed a 52% reduction in the risk of disease progression or death compared to those in the off-drug arm. As for overall survival, a key secondary endpoint, data haven’t yet matured to determine a median OS figure. In terms of tolerability, Bristol Myers ( BMY ) said its experimental therapy indicated a safety profile consistent with past data for the drug and combination regimen. However, 83.7% of patients on MeziKd experienced Grade 3 or 4 treatment-emergent adverse events compared to 56.5% in the comparator arm. BMY's SUCCESSOR late-stage trials (SUCCESSOR-1 and SUCCESSOR-2) are designed to evaluate mezigdomide oral combinations versus the standard of care in R/R MM. The data from SUCCESSOR-2, selected for a presentation at the ongoing ASCO 2026 meeting, will be shared with health regulators. In March, the company announced that the trial reached the main goal of PFS More on Bristol-Myers Squibb Company Bristol-Myers Squibb Is Quietly Building Its Next Growth Cycle Bristol-Myers Squibb Company (BMY) Presents at Bank of America Global Healthcare Conference 2026 Transcript Bristol-Myers Squibb: The CAR-T Giant The Market Is Undervaluing Bristol-Myers S...
Auxier Asset Management, an investment advisory firm, released its first quarter 2026 investor letter. A copy of the letter is available to download here. Following a robust start to the year, the market was impacted by the Strait of Hormuz crisis. Concerns over AI disruption, excessive stock-based compensation, and high valuations caused the technology sector to decline, making it the worst-perfo...
Auxier Asset Management, an investment advisory firm, released its first quarter 2026 investor letter. A copy of the letter is available to download here. Following a robust start to the year, the market was impacted by the Strait of Hormuz crisis. Concerns over AI disruption, excessive stock-based compensation, and high valuations caused the technology sector to decline, making it the worst-performing S&P 500 sector for the quarter. The conflict in Iran pushed energy prices higher, making the energy sector the top performer. Value stocks outperformed growth stocks, with the Russell 1000 Value Index rising 2.10%, while the Russell 1000 Growth Index fell 9.78%. Despite strong earnings, many software companies experienced declines of 30%-37% in Q1. Auxier Focus Fund’s Investor Class posted a 1.73% gain in the first quarter of 2026, with stocks up 2.00%. Meanwhile, the S&P 500 cap-weighted index decreased by 4.33%, and the equal-weighted index increased by 0.67%. The Fund’s focus remains on identifying businesses and managements that demonstrate a strong culture with heart and soul. In addition, please check the firm’s top five holdings to know its best picks in 2026. In its first-quarter 2026 investor letter, Auxier Asset Management highlighted Microsoft Corporation (NASDAQ:MSFT). Microsoft Corporation (NASDAQ:MSFT) is a multinational software company that develops and supports software, services, devices, and solutions, holding dominant positions in software, cloud infrastructure, generative AI, and gaming. On May 28, 2026, Microsoft Corporation (NASDAQ:MSFT) stock closed at $426.99 per share. One-month return of Microsoft Corporation (NASDAQ:MSFT) was 3.03%, and its shares lost 7.25% over the past 52 weeks. Microsoft Corporation (NASDAQ:MSFT) has a market capitalization of $3.17 trillion. Auxier Asset Management stated the following regarding Microsoft Corporation (NASDAQ:MSFT) in its Q1 2026 investor letter:
Auxier Asset Management, an investment advisory firm, released its first quarter 2026 investor letter. A copy of the letter is available to download here. Following a robust start to the year, the market was impacted by the Strait of Hormuz crisis. Concerns over AI disruption, excessive stock-based compensation, and high valuations caused the technology sector to decline, making it the worst-perfo...
Auxier Asset Management, an investment advisory firm, released its first quarter 2026 investor letter. A copy of the letter is available to download here. Following a robust start to the year, the market was impacted by the Strait of Hormuz crisis. Concerns over AI disruption, excessive stock-based compensation, and high valuations caused the technology sector to decline, making it the worst-performing S&P 500 sector for the quarter. The conflict in Iran pushed energy prices higher, making the energy sector the top performer. Value stocks outperformed growth stocks, with the Russell 1000 Value Index rising 2.10%, while the Russell 1000 Growth Index fell 9.78%. Despite strong earnings, many software companies experienced declines of 30%-37% in Q1. Auxier Focus Fund’s Investor Class posted a 1.73% gain in the first quarter of 2026, with stocks up 2.00%. Meanwhile, the S&P 500 cap-weighted index decreased by 4.33%, and the equal-weighted index increased by 0.67%. The Fund’s focus remains on identifying businesses and managements that demonstrate a strong culture with heart and soul. In addition, please check the firm’s top five holdings to know its best picks in 2026. In its first-quarter 2026 investor letter, Auxier Asset Management highlighted Microsoft Corporation (NASDAQ:MSFT). Microsoft Corporation (NASDAQ:MSFT) is a multinational software company that develops and supports software, services, devices, and solutions, holding dominant positions in software, cloud infrastructure, generative AI, and gaming. On May 28, 2026, Microsoft Corporation (NASDAQ:MSFT) stock closed at $426.99 per share. One-month return of Microsoft Corporation (NASDAQ:MSFT) was 3.03%, and its shares lost 7.25% over the past 52 weeks. Microsoft Corporation (NASDAQ:MSFT) has a market capitalization of $3.17 trillion. Auxier Asset Management stated the following regarding Microsoft Corporation (NASDAQ:MSFT) in its Q1 2026 investor letter:
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...