April 8 () - Meta Platforms on Wednesday unveiled Muse Spark, the first artificial intelligence model from a team it assembled last year through a costly talent war and sweeping internal restructuring to catch up with rivals in the AI race. tech giants are under pressure to prove their massive AI outlays will pay off.
April 8 () - Meta Platforms on Wednesday unveiled Muse Spark, the first artificial intelligence model from a team it assembled last year through a costly talent war and sweeping internal restructuring to catch up with rivals in the AI race. tech giants are under pressure to prove their massive AI outlays will pay off.
(RTTNews) - Shares of Delta Air Lines, Inc. (DAL) are moving up about 6 percent on Wednesday morning trading after the company reported higher adjusted net income and revenue for the first quarter.
(RTTNews) - Shares of Delta Air Lines, Inc. (DAL) are moving up about 6 percent on Wednesday morning trading after the company reported higher adjusted net income and revenue for the first quarter.
MoMo Productions/DigitalVision via Getty Images Thesis Astrana Health, Inc.’s ( ASTH ) buy case for me really comes down to a mispriced growth compounder with a few structural advantages. We have a company delivering between 20% and 30% top and bottom line growth, strong free cash flow generation, and even clear operating leverage, yet if we glance over the valuation, it’s still trading at pretty ...
MoMo Productions/DigitalVision via Getty Images Thesis Astrana Health, Inc.’s ( ASTH ) buy case for me really comes down to a mispriced growth compounder with a few structural advantages. We have a company delivering between 20% and 30% top and bottom line growth, strong free cash flow generation, and even clear operating leverage, yet if we glance over the valuation, it’s still trading at pretty deep discounts compared to peers. So it seems the market is essentially pricing in execution or regulatory risk. The upside I see from this is that Astrana has a very diversified, risk-bearing model with strong cost control, as I'll explain. They also have an impressive G&A efficiency at around 6.8%, which would suggest they're better insulated than most of the competition. I feel that if they simply execute on guidance and maintain margins, there’s meaningful multiple expansion potential to come in 2026 alongside earnings growth. It’s quite an attractive risk/reward setup. It's also worth noting here that Astrana recently disclosed some material weakness in internal controls from those acquisitions. It likely contributes a lot to the current valuation discount and can't be ignored. It's more so from integration complexity rather than underlying business performance, in my opinion, and management expects no changes to reported financials, which was good to hear. FY25 Review Just to take a quick look at their FY25 earnings , we did see some pretty significant growth across revenue, adjusted EBITDA, and even free cash flow. Total revenue came in at $3.18 billion, about a 56% increase from the $2.03 billion we saw last year. We can put this mainly down to their Care Partners segment, which grew about 55% to contribute a hefty $3.02 billion. There was also a nice increase in adjusted EBITDA to $205.4 million, up 21% from $170.4 million a year ago. So all in all, there was pretty strong operational leverage here, even with some elevated costs from acquisitions and integration ac...
The market produced many artificial intelligence (AI) stock winners in 2025, as the S&P 500 index soared to new heights. However, it has been a different story in 2026, with many of these stocks stumbling through the first quarter of the year. While not every AI stock that outperformed in 2025 deserved to, the reverse is true this year, in that not every stock that has fallen has done so for good ...
The market produced many artificial intelligence (AI) stock winners in 2025, as the S&P 500 index soared to new heights. However, it has been a different story in 2026, with many of these stocks stumbling through the first quarter of the year. While not every AI stock that outperformed in 2025 deserved to, the reverse is true this year, in that not every stock that has fallen has done so for good reason. And that is where the big opportunity lies. With the onset of the war with Iran and fears of peak AI infrastructure spending, the market has rotated out of growth stocks and into value stocks. However, as the market has shown over the past two decades, top technology growth stocks are where you want to be invested for the long term. Continue reading
zoff-photo/iStock via Getty Images Over the last few years now, one of the absolute best calls that I have made involves Granite Construction ( GVA ), a fascinating business that provides services like site preparation services, mining services, and infrastructure services, to the construction industry. It also engages in other activities, such as catering to railroads, airports, the mass transit ...
zoff-photo/iStock via Getty Images Over the last few years now, one of the absolute best calls that I have made involves Granite Construction ( GVA ), a fascinating business that provides services like site preparation services, mining services, and infrastructure services, to the construction industry. It also engages in other activities, such as catering to railroads, airports, the mass transit facility market, and even the residential development space. To many investors, this might not seem exciting. But to me, the firm benefits from being directly exposed to what makes this world function at a foundational level. But that's not the only reason I find it attractive. I actually believe that, over the long haul, it has been deeply discounted compared to other similar enterprises. That's why I decided to reaffirm it as a "Strong Buy" candidate when I last wrote about it in January of this year. Since then, the stock has outperformed the market, dipping only 2.4% while the S&P 500 is down 8.3%. But that's not all. Since I originally turned bullish about it in March 2023, the stock is up 189.7%. That is drastically higher than the 54.5% increase that the S&P 500 saw over the same window of time. Even though the stock has dropped lately, I believe that the market continues to underestimate its potential. The company remains a high-quality operator, and it is focused on growth in large part through acquisition activities. These two things combined justify, in my view, a very bullish outlook. That is why I have no problem reaffirming it as a "Strong Buy" candidate at this time. Digging into Granite Construction Author - SEC EDGAR Data Given the amount of time that has passed since my last article about Granite Construction, investors have only been given access to data covering one additional operating quarter. Honestly, that was a great quarter for the company. This would be the final quarter of 2025, when management reported revenue of $1.17 billion. This happened to ...
Meta Platforms on Wednesday unveiled Muse Spark, the first artificial intelligence model from a costly team it assembled last year to catch up with rivals in the AI race. The stakes are especially high for Meta after it hired Scale AI CEO Alex Wang last year under a $14.3 billion deal and offered some engineers pay packages of hundreds of millions of dollars to staff a new superintelligence team...
Meta Platforms on Wednesday unveiled Muse Spark, the first artificial intelligence model from a costly team it assembled last year to catch up with rivals in the AI race. The stakes are especially high for Meta after it hired Scale AI CEO Alex Wang last year under a $14.3 billion deal and offered some engineers pay packages of hundreds of millions of dollars to staff a new superintelligence team. Muse Spark is the first in a new series of models from that team, which is pursuing machines that can outthink humans.
A Long Island architect who led a secret life as a serial killer pleaded guilty on Wednesday to murdering seven women and admitted he killed an eighth in a string of long-unsolved crimes known as the Gilgo Beach killings. Rex Heuermann, 62, entered the pleas in a courtroom packed with reporters, police and victims’ relatives, some of whom wept as he detailed his crimes for the court. He will be se...
A Long Island architect who led a secret life as a serial killer pleaded guilty on Wednesday to murdering seven women and admitted he killed an eighth in a string of long-unsolved crimes known as the Gilgo Beach killings. Rex Heuermann, 62, entered the pleas in a courtroom packed with reporters, police and victims’ relatives, some of whom wept as he detailed his crimes for the court. He will be sentenced to life in prison without the possibility of parole at a later date. Heuermann’s guilty...
The North West Company ( NWC:CA ) declares CAD 0.41/share quarterly dividend , in line with previous. Payable April 24; for shareholders of record April 15; ex-div April 15. See NWC:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on The North West Company Historical earnings data for The North West Company Dividend scorecard for The North West Company Financial information for The Nort...
The North West Company ( NWC:CA ) declares CAD 0.41/share quarterly dividend , in line with previous. Payable April 24; for shareholders of record April 15; ex-div April 15. See NWC:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on The North West Company Historical earnings data for The North West Company Dividend scorecard for The North West Company Financial information for The North West Company
In this episode of Motley Fool Money , Motley Fool contributors Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center . When you're ready to invest, check out this top 10 list of stocks to buy . A full transcript is below. Continue reading
In this episode of Motley Fool Money , Motley Fool contributors Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center . When you're ready to invest, check out this top 10 list of stocks to buy . A full transcript is below. Continue reading
The S&P 500 Index ($SPX ) (SPY ) today is up +2.35%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +2.78%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.89%. June E-mini S&P futures (ESM26 ) are up +2.31%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +2.35%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +2.78%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.89%. June E-mini S&P futures (ESM26 ) are up +2.31%, and June E-mini Nasdaq futures...
Gregory Clifford/iStock Editorial via Getty Images Vontier Corporation ( VNT ) offers industrial software embedded within physical machinery and equipment and controls the physical layer of operational processes, whether it's a fuel pump, a car wash, or even a power charger. While some bears argue that AI will replace software companies, the unified payment system VNT offers through FlexPay 6 and ...
Gregory Clifford/iStock Editorial via Getty Images Vontier Corporation ( VNT ) offers industrial software embedded within physical machinery and equipment and controls the physical layer of operational processes, whether it's a fuel pump, a car wash, or even a power charger. While some bears argue that AI will replace software companies, the unified payment system VNT offers through FlexPay 6 and iNFX solves a painful problem for shop owners and gas stations, as they need systems that integrate loyalty programs, media displays, and ordering processes. Vontier offers them the solution through its microservices architecture, which allows them to unify the user interface and connect internal POS terminals to external payment terminals. Additionally, the payment systems go through complex stages and require multiple layers of security certifications, which could cost clients millions of dollars. This interconnectedness of an ecosystem unifies payments, whether in-store, at the cashier, or at the car wash, making abandoning Vontier’s software unlikely and significantly increasing the switching costs for customers. Financials and Outlook During Q4 , the company achieved total revenues of $808.5 million and recorded a core growth of 5.1% YoY. The Adj EPS reached $0.86 with an 8% increase compared to the same quarter last year. The full-year organic sales grew by 4%, plus the EPS rose by 11% to $3.20. What matters is reading these figures in the context of each segment. Mobility Technologies: The Growth Engine Mobility Technologies represents the SaaS ecosystem of the company, including payment systems and fleet management. It achieved a growth of 8.5%, ending the year with $1.12 billion and an 11% increase YoY. The top performance came from Invenco, which closed the year with $650 million in revenues, recording a growth of 22% , reflecting strong demand for VNT’s payment technologies and the wide adoption of its NFX architecture. While the operating margin declined by 220 ...