Switch lerdwattanaruk/iStock via Getty Images Investment Thesis Since my last coverage on Microsoft ( MSFT ), the stock is down 6% and 21% down year-to-date. However, the thesis appears to be more solid, not less. Under the current short-term pressures, the $625 billion backlog with 25% near-term conversion continues to drive forward revenue with a rare level of visibility. At the same time, the g...
Switch lerdwattanaruk/iStock via Getty Images Investment Thesis Since my last coverage on Microsoft ( MSFT ), the stock is down 6% and 21% down year-to-date. However, the thesis appears to be more solid, not less. Under the current short-term pressures, the $625 billion backlog with 25% near-term conversion continues to drive forward revenue with a rare level of visibility. At the same time, the growth rate in Azure and the adoption rate in Copilot imply that the actual monetization curve is still in the future. What stands out, though, is the level of underpenetration in the overall thesis. Copilot is currently at a fraction of the installed base, and I think the company is still in the early stages of a multi-year growth curve in artificial intelligence. I see the current stock price is a function of sentiment, not fundamentals. Data by YCharts 25% of $625 Billion RPO Converts to Microsoft Topline in 12 Months Microsoft is not only riding the AI wave; it’s monetizing all layers of it. By integrating AI agents across Azure and Office 365, they’re monetizing infrastructure, data, and applications at the same time. That’s a pretty powerful model, and it’s working. Their cloud revenue was over $50 billion , growing 26% YoY. Azure grew by about 38%, and their massive $625 billion backlog, with 25% converting in the next year, is a once-in-a-lifetime visibility feature. However, Copilot adoption is growing at an unprecedented rate of 15 million seats, 160% YoY growth, and 4.7 million GitHub subscribers, and growing enterprise adoption. Yet adoption is still low compared to their 450 million-seat installed base. That’s where the real potential is. Q2 Earnings What’s more interesting is how they’re building that foundation out. Fabric, Foundry, and Copilot Studio are not just platforms; they’re becoming enterprise AI infrastructure. Add in custom silicon with Maia and Cobalt, along with their data center investments and software optimizations. What we see here is that Mic...
Switch lerdwattanaruk/iStock via Getty Images Investment Thesis Since my last coverage on Microsoft ( MSFT ), the stock is down 6% and 21% down year-to-date. However, the thesis appears to be more solid, not less. Under the current short-term pressures, the $625 billion backlog with 25% near-term conversion continues to drive forward revenue with a rare level of visibility. At the same time, the g...
Switch lerdwattanaruk/iStock via Getty Images Investment Thesis Since my last coverage on Microsoft ( MSFT ), the stock is down 6% and 21% down year-to-date. However, the thesis appears to be more solid, not less. Under the current short-term pressures, the $625 billion backlog with 25% near-term conversion continues to drive forward revenue with a rare level of visibility. At the same time, the growth rate in Azure and the adoption rate in Copilot imply that the actual monetization curve is still in the future. What stands out, though, is the level of underpenetration in the overall thesis. Copilot is currently at a fraction of the installed base, and I think the company is still in the early stages of a multi-year growth curve in artificial intelligence. I see the current stock price is a function of sentiment, not fundamentals. Data by YCharts 25% of $625 Billion RPO Converts to Microsoft Topline in 12 Months Microsoft is not only riding the AI wave; it’s monetizing all layers of it. By integrating AI agents across Azure and Office 365, they’re monetizing infrastructure, data, and applications at the same time. That’s a pretty powerful model, and it’s working. Their cloud revenue was over $50 billion , growing 26% YoY. Azure grew by about 38%, and their massive $625 billion backlog, with 25% converting in the next year, is a once-in-a-lifetime visibility feature. However, Copilot adoption is growing at an unprecedented rate of 15 million seats, 160% YoY growth, and 4.7 million GitHub subscribers, and growing enterprise adoption. Yet adoption is still low compared to their 450 million-seat installed base. That’s where the real potential is. Q2 Earnings What’s more interesting is how they’re building that foundation out. Fabric, Foundry, and Copilot Studio are not just platforms; they’re becoming enterprise AI infrastructure. Add in custom silicon with Maia and Cobalt, along with their data center investments and software optimizations. What we see here is that Mic...
straga/iStock via Getty Images U.S. natural gas futures fell Monday as President Trump said he has postponed his threatened attacks on Iranian power plants while the U.S. is in talks to end the Middle East war, and as early spring weather cuts into domestic demand. Traders sold off oil contracts following Trump's comments, weighing on U.S. gas futures even as the U.S. gas market is largely insulat...
straga/iStock via Getty Images U.S. natural gas futures fell Monday as President Trump said he has postponed his threatened attacks on Iranian power plants while the U.S. is in talks to end the Middle East war, and as early spring weather cuts into domestic demand. Traders sold off oil contracts following Trump's comments, weighing on U.S. gas futures even as the U.S. gas market is largely insulated from overseas energy markets in the short run. U.S. natural gas also was influenced by the latest weather forecasts that shifted milder, indicating lower demand for gas. Trump's online post about productive talks with Iran as well as a loss of heating demand represent a "potent one-two combination" for natural gas, Eli Rubin of EBW Analytics said in a note. "While the end of the war remains far from certain, the breather may be sufficient to allow near-term, war-derived support for natural gas to ebb." Natural gas prices had surged more than 90% so far this month, driven by the halt to shipping through the Strait of Hormuz and severe damage to the world's largest liquefied natural gas export plant in Qatar; European Union storage levels remain below 29%, raising the prospect of stiffer competition for LNG cargoes with Asian buyers Front-month Nymex natural gas ( NG1:COM ) futures for April delivery traded down 4.7% to $2.95/MMBtu, while European natural gas markets whipsawed, as Dutch TTF front-month futures erased gains to plunge ~7% to €54.91/MWh after prices surged as much as 6.6% in early trading. Supplies of LNG arriving in Europe have remained relatively steady so far this month, but the region is likely to face challenges in refilling depleted gas inventories this summer if disruptions last and LNG competition with Asia intensifies. Europe and Asian countries are facing a cliff-edge as the flow of liquefied natural gas from the Persian Gulf ends abruptly in the next 10 days, when a handful of final tankers from the region reach their destinations. Qatar, which pro...
Often completely out of tune and rarely in time, the group of sisters forced to play together by their father gained an army of fans from Frank Zappa to Kurt Cobain. A new documentary celebrates their cult status When Austin Wiggin Jr was a boy, his mother read his palm. She foretold that Austin would have two sons she wouldn’t live to see; he’d marry a strawberry blonde; and his daughters would p...
Often completely out of tune and rarely in time, the group of sisters forced to play together by their father gained an army of fans from Frank Zappa to Kurt Cobain. A new documentary celebrates their cult status When Austin Wiggin Jr was a boy, his mother read his palm. She foretold that Austin would have two sons she wouldn’t live to see; he’d marry a strawberry blonde; and his daughters would play in a popular band. By 1965, the first two omens had come true. Austin felt this was reason enough to pull Dorothy, Betty and Helen Wiggin from school in pursuit of musical superstardom. Austin’s domineering daily regime began immediately: mail-order homework, calisthenics, and constant band practice under his watch. Whether they liked it or not, the sisters were now the Shaggs – and barred from being anything else. They were rarely permitted to leave their home, save for church, shopping, and a gig every Saturday at the town hall in Fremont, New Hampshire, where for five years they played to peers they never got to know. Continue reading...
Image source: The Motley Fool. Monday, Mar. 23, 2026 at 10 a.m. ET Call participants President and Chief Executive Officer — Sam Pigott Vice President, Investor Relations — Kelly O'Brien Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Production volume -- Cauchari-Olaroz produced over 34,000 tons, reaching the high end of guidance and operating at 97% of capacity in the ...
Image source: The Motley Fool. Monday, Mar. 23, 2026 at 10 a.m. ET Call participants President and Chief Executive Officer — Sam Pigott Vice President, Investor Relations — Kelly O'Brien Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Production volume -- Cauchari-Olaroz produced over 34,000 tons, reaching the high end of guidance and operating at 97% of capacity in the fourth quarter. -- Cauchari-Olaroz produced over 34,000 tons, reaching the high end of guidance and operating at 97% of capacity in the fourth quarter. Operating cash costs -- Fourth quarter cash costs were approximately $5,600 per ton, representing a 30% decrease from Q1 2024 and a 17% reduction from last year's estimate of $6,500 per ton. -- Fourth quarter cash costs were approximately $5,600 per ton, representing a 30% decrease from Q1 2024 and a 17% reduction from last year's estimate of $6,500 per ton. Adjusted EBITDA -- Cauchari-Olaroz generated $56 million in adjusted EBITDA despite a low lithium price environment. -- Cauchari-Olaroz generated $56 million in adjusted EBITDA despite a low lithium price environment. Cash distribution and position -- The operation distributed $85 million of cash after year-end, $42 million attributable to Lithium Argentina AG LAR +10.74% ) -- The operation distributed $85 million of cash after year-end, $42 million attributable to Debt facility -- A $130 million six-year loan facility was completed in March, increasing balance sheet flexibility. -- A $130 million six-year loan facility was completed in March, increasing balance sheet flexibility. 2026 production guidance -- Projected output is 35,000-40,000 tons of lithium carbonate, with cost expectations to remain near $5,600 per ton. -- Projected output is 35,000-40,000 tons of lithium carbonate, with cost expectations to remain near $5,600 per ton. 2026 EBITDA potential -- At a market price of $20,000 per ton and production midpoint, management calculates around $460 million in EBIT...
Phiwath Jittamas/iStock via Getty Images Quarterly commentary Most asset categories produced solid returns in the final three months of 2025, reflecting the favorable backdrop for the world financial markets. The fund posted a gain but slightly underperformed its benchmark. Asset allocation contributed to performance, while underlying manager results detracted. Market review and outlook Global equ...
Phiwath Jittamas/iStock via Getty Images Quarterly commentary Most asset categories produced solid returns in the final three months of 2025, reflecting the favorable backdrop for the world financial markets. The fund posted a gain but slightly underperformed its benchmark. Asset allocation contributed to performance, while underlying manager results detracted. Market review and outlook Global equities registered solid gains in the fourth quarter, helping the major, broad-based indexes record their third consecutive year of double-digit returns. Performance was uneven over the first half of the quarter due to concerns that AI-related stocks were in a bubble, but the market staged an impressive rebound and went on to achieve new all-time highs by year end. A continued decline in inflation enabled the U.S. Federal Reserve to enact two quarter-point interest rate cuts, boosting sentiment. In addition, corporate earnings were robust and world economic growth remained positive. Emerging- and developed-market international equities outperformed the United States, continuing a trend that was in place for the full year. Within the U.S. market, the value style outpaced growth as investors rotated toward opportunities outside of AI-related stocks. Global bonds logged only slightly positive total returns amid a growing consensus that most central banks were largely finished easing policy. Credit-oriented market segments continued to outperform, primarily as a result of their yield advantage. Contributors and detractors The fund's overweight in equities versus bonds contributed to relative performance. The fund's overweight in developed-market international equities and corresponding underweight in the United States also contributed. We have favored the non-U.S. markets for some time based on their attractive relative valuations, and this aspect of our positioning paid off in both the quarter and the year. An overweight in emerging-market stocks, the best-performing segment of ...
Mohd Azrin U.S. President Donald Trump has reportedly announced a 15-point agreement with Iran, which includes a jointly controlled Strait of Hormuz. Media reports suggested that the agreement also includes no nuclear weapons and the taking of Iran's enriched uranium. The news comes a couple of hours after Trump said he has postponed military strikes on Iran's energy infrastructure and power plant...
Mohd Azrin U.S. President Donald Trump has reportedly announced a 15-point agreement with Iran, which includes a jointly controlled Strait of Hormuz. Media reports suggested that the agreement also includes no nuclear weapons and the taking of Iran's enriched uranium. The news comes a couple of hours after Trump said he has postponed military strikes on Iran's energy infrastructure and power plants for five days. He also told Fox News that he expects to reach a deal with the Middle Eastern country in the next five days or sooner. The Iranian media have, however, denied the news of the talks between the country and Washington. The UK's prime minister, Keir Starmer, has also reportedly notified his MPs that he was aware of the talks between Iran and the U.S., ITV News' Robert Peston posted on X. Trump posted on Truth Social that he has ordered a pause on all military strikes against Iranian power plants and energy infrastructure for a five-day period after two days of “very good” conversations with Iran. The hope of tensions easing led to a rally on Wall Street, while oil plunged. Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on United States Oil Fund LP ETF Weekly Market Pulse: Questions Wall Street Brunch: Oil And Rates Will Still Dominate Sentiment The Oil Market Is Telling Us The Iran War Is Not Ending Soon Trump says Iran deal could come five days or sooner Trump says U.S., Iran hold 'productive' talks; refutes Iran's denial
NVIDIA (NASDAQ:NVDA - Get Free Report)'s stock had its "buy" rating reissued by Rosenblatt Securities in a note issued to investors on Monday,Benzinga reports. They currently have a $325.00 price objective on the computer hardware maker's stock. Rosenblatt Securities' price target points to a potential upside of 83.03% from the company's previous close. Several other equities research analysts als...
NVIDIA (NASDAQ:NVDA - Get Free Report)'s stock had its "buy" rating reissued by Rosenblatt Securities in a note issued to investors on Monday,Benzinga reports. They currently have a $325.00 price objective on the computer hardware maker's stock. Rosenblatt Securities' price target points to a potential upside of 83.03% from the company's previous close. Several other equities research analysts also recently weighed in on the company. Sanford C. Bernstein raised their price target on NVIDIA from $275.00 to $300.00 and gave the stock an "outperform" rating in a report on Thursday, February 26th. Oppenheimer reissued an "outperform" rating and set a $265.00 target price on shares of NVIDIA in a research report on Thursday, February 26th. Macquarie Infrastructure raised shares of NVIDIA to an "outperform" rating in a report on Monday, December 29th. Arete Research boosted their price objective on shares of NVIDIA from $244.00 to $261.00 and gave the company a "buy" rating in a report on Tuesday, November 25th. Finally, UBS Group reiterated a "buy" rating on shares of NVIDIA in a research note on Tuesday, March 17th. Four investment analysts have rated the stock with a Strong Buy rating, forty-seven have given a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of "Buy" and an average price target of $275.95. Get NVIDIA alerts: Sign Up Check Out Our Latest Stock Report on NVDA NVIDIA Stock Up 2.8% Shares of NVDA stock traded up $4.87 during mid-day trading on Monday, hitting $177.57. 60,153,734 shares of the stock traded hands, compared to its average volume of 178,543,109. The stock's fifty day moving average is $184.60 and its two-hundred day moving average is $184.29. The company has a debt-to-equity ratio of 0.05, a current ratio of 3.91 and a quick ratio of 3.24. NVIDIA has a 52-week low of $86.62 and a 52-week high of $212.19. The stock has a market cap of $4.31 trillion, a P/E ratio of 3...
The boss of easyJet has said the war in the Middle East has started to hit flight bookings, while the soaring price of oil would probably mean a rise in air fares by the end of the summer. The chief executive, Kenton Jarvis, said that while the airline had hedged much of its fuel into next year, avoiding soaring kerosene prices, it was “unavoidable” that some of the costs would be passed on in far...
The boss of easyJet has said the war in the Middle East has started to hit flight bookings, while the soaring price of oil would probably mean a rise in air fares by the end of the summer. The chief executive, Kenton Jarvis, said that while the airline had hedged much of its fuel into next year, avoiding soaring kerosene prices, it was “unavoidable” that some of the costs would be passed on in fares. He said forward bookings for summer had started to slow. With their proximity to the conflict, flights to Turkey, Cyprus and Egypt had been hit by the biggest drop in bookings, Jarvis said, and passengers had instead turned to the “usual suspects” of Spain, Greece and Portugal, which were “holding up pretty firmly”. He said: “We have seen a drop in bookings. If it’s the same as the Ukraine crisis or after the Hamas attacks on Israel, that tends to lasts about six weeks, until, terrible though it is, the news is off the front pages.” Tui, Europe’s biggest holiday operator, said earlier this month that demand had risen for holidays in Spain, Portugal, Greece and Cape Verde this summer as customers opted for “familiar, easy‑to‑reach locations”. EasyJet’s hedges meant it was paying $700 (£520) a tonne for jet fuel but current spot prices had reached $1,850, Jarvis said, and it was likely that fares would rise by the end of peak season. “Luckily most European airlines are extremely well hedged,” he said. “You can still get a price of $1,000 in six months – the view of the markets is that fuel comes down in price. But the reality is that prices will start feeding in to the consumer over the back end of summer.” Jarvis was speaking at Newcastle airport, where easyJet has reopened a base, with three stationed aircraft, that it closed down in 2020 when Covid struck. He said the base would bring 140 jobs for pilots, cabin crew and engineers, and would support more than 1,000 new jobs in the wider north-east, as well as flying up to 800,000 holidaymakers out of Newcastle this summ...
A wave of temporary relief, and some jubilation swept through Iran as Donald Trump announced he was postponing his attack on Iran’s energy infrastructure after he claimed he had productive conversations with Tehran, conversations Iran promptly denied ever having directly with him or through intermediaries. That does not mean the diplomatic track was entirely silent. Turkey, through its foreign min...
A wave of temporary relief, and some jubilation swept through Iran as Donald Trump announced he was postponing his attack on Iran’s energy infrastructure after he claimed he had productive conversations with Tehran, conversations Iran promptly denied ever having directly with him or through intermediaries. That does not mean the diplomatic track was entirely silent. Turkey, through its foreign minister, Hakan Fidan, and Oman, via its foreign minister, Badr Albusaidi, who are both respected in Tehran and Washington, have been working the phones constantly. But as ever with Trump, the threat that this is only Armageddon postponed leaves Iranians forced to live on the edge, for at least the rest of the week. It also strengthens those in Iran who have been arguing that his threat to cripple Iran’s power supplies was a distraction from his main strategic goal, which is to capture the strait of Hormuz. Nevertheless the threat to Iran’spower supplies had been met with a mixture of defiance, anger and understandable fear as they contemplated the possibility of extended power outages, and made last-minute appeals for the rest of the world to urge Donald Trump to hold back from what may have been an impetuous half-considered threat. One well-known Iranian reformist writer Ahmad Zeidabadi likened what might lie ahead to the apocalyptic novel Blindness by José Saramago in which the whole world gradually becomes blind. The normally constrained Zeidabadi described Trump’s attack as “the greatest threat posed against our country or any other country in the world throughout history”. He said: “If electricity to 90 million people were to stop, homes and streets would be plunged into darkness, the elderly and the disabled would be trapped in residential towers and water, gas, gasoline and diesel would become scarce, followed soon by no food, no hygiene and no transportation. He went on: “If the people of America or other countries do not stop this savage being, the Middle East will i...
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Key Points Stifel analyst Jonathan Siegmann raised his price target on Intuitive Machines stock to $22 today. Revenue at the space company will be lumpy. 10 stocks we like better than Intuitive Machines › Intuitive Machines (NASDAQ: LUNR) stock got hit hard last week after reporting a big loss for Q4 2024. Shares of the space company lost nearly 6% Friday. Today, however, they're winning back all ...
Key Points Stifel analyst Jonathan Siegmann raised his price target on Intuitive Machines stock to $22 today. Revenue at the space company will be lumpy. 10 stocks we like better than Intuitive Machines › Intuitive Machines (NASDAQ: LUNR) stock got hit hard last week after reporting a big loss for Q4 2024. Shares of the space company lost nearly 6% Friday. Today, however, they're winning back all those losses and more -- up 10.2% through 10:30 a.m. ET. You can thank investment banker Stifel for that. 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 » Stifel loves Intuitive Machines Intuitive Machines was expected to lose only $0.06 per share last quarter, but lost $0.33 instead, as revenue slumped 18%. Free cash flow for all of 2025 was negative $56 million. But no matter, says Stifel analyst Jonathan Siegmann. This stock is going to $22 within a year. Why? Intuitive Machines' revenue stream is subject to project timing and government delays, says Siegmann, which can make revenues lumpy. Investors should anticipate big sales misses at the space company -- but also big sales beats from time to time. How to invest in Intuitive Machines stock Rather than focus on quarterly results, Siegman suggests it's better to focus on the big picture with Intuitive Machines -- and 2026 is shaping up to be a good year, with management forecasting a big jump in revenue to $900 million or even $1 billion. At the midpoint, this implies revenue much better than the $907 million analysts were expecting. Is the number realistic? Well, a lot depends on progress with the big $4.8 billion Near Space Network contract that NASA awarded Intuitive Machines back in 2024. It's unclear how much of that revenue Intuitive Machines has collected already -- and how much more remains to be won. What we do know is that the contract runs t...
Key Points Inflation could erode your buying power during retirement. While Social Security is supposed to keep up with it, that doesn't always happen. You can beat inflation with the right investments and approach to spending. The $23,760 Social Security bonus most retirees completely overlook › Say the word "inflation" in a crowded room these days, and you're apt to get a host of colorful respon...
Key Points Inflation could erode your buying power during retirement. While Social Security is supposed to keep up with it, that doesn't always happen. You can beat inflation with the right investments and approach to spending. The $23,760 Social Security bonus most retirees completely overlook › Say the word "inflation" in a crowded room these days, and you're apt to get a host of colorful responses. The unfortunate reality is that stubborn inflation has been battering consumers for years. But as problematic as inflation can be across the board, it tends to hit retirees especially hard. When you're no longer earning an income, inflation isn't just an annoyance. Rather, it can be a huge source of financial stress. 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 » The good news is that there are steps you can take to stay ahead of inflation in retirement. Here are a few strategies to consider. 1. Delay Social Security Social Security is designed to keep up with inflation. Each year, benefits are eligible for a cost-of-living adjustment, or COLA. Unfortunately, those COLAs tend to fall flat, namely because they're not based on senior-specific inflation, but rather, broad inflation. That said, if you delay your Social Security claim past full retirement age, you can boost your checks by 8% per year you wait, up until age 70. If you start off with larger guaranteed benefits, it'll put that much less pressure on your portfolio. And also, each COLA that comes through should be worth more if you're starting off with a larger baseline. 2. Don't get too conservative with your investments It's natural to want to unload some risk in your portfolio once you retire. But if you invest too conservatively, your portfolio may not manage to keep up with inflation. While it's generally not the best idea to have 90% of...
Speaking to Deadline about the project, Sir Anthony said: "This is a powerful and profoundly beautiful story, one that allows me to return to my Welsh roots while exploring the remarkable vision and prose of Dylan Thomas."
Speaking to Deadline about the project, Sir Anthony said: "This is a powerful and profoundly beautiful story, one that allows me to return to my Welsh roots while exploring the remarkable vision and prose of Dylan Thomas."
The Zacks Electronics - Manufacturing Machinery industry players like UCTT and VECO are benefiting from increased demand for highly complex semiconductors due to the rapid proliferation of high-performance computing, artificial intelligence (AI), smartphones, the Internet of Things, augmented reality and virtual reality. AI-enabled applications continue to drive the demand for advanced logic and h...
The Zacks Electronics - Manufacturing Machinery industry players like UCTT and VECO are benefiting from increased demand for highly complex semiconductors due to the rapid proliferation of high-performance computing, artificial intelligence (AI), smartphones, the Internet of Things, augmented reality and virtual reality. AI-enabled applications continue to drive the demand for advanced logic and high-bandwidth memory products. The growing demand for advanced packaging, lithography and wet processing solutions has been the key catalyst for industry participants. However, challenging macroeconomic conditions globally and uncertain trade policies continue to hurt supply chains, which is a headwind. This has been negatively impacting spending on capital equipment, particularly within the automotive and industrial markets, and is expected to continue in the near term. Industry Description The Zacks Electronics - Manufacturing Machinery industry comprises companies that provide a range of solutions to address the needs of wafer processing facilities, as well as device packaging and test facilities, and semiconductor manufacturing processes. The solutions offered by the industry participants include thin-film processing systems, photonics, process-control tools (that perform macro defect inspections and metrology), metal-organic chemical vapor deposition, advanced packaging lithography, wet etch and clean, laser annealing, and 3D wafer inspection systems. A few industry participants also offer micro-contamination control products and advanced material-handling solutions. Contamination-free transportation, storage and delivery of materials have gained immense significance in recent times. 3 Trends Shaping the Future of the Electronics Industry Miniaturization Enhances Prospects: Industry participants are benefiting from the ongoing transition in semiconductor manufacturing technology. The demand for advanced packaging, which enables the miniaturization of electronic product...
hapabapa/iStock Editorial via Getty Images Since my last coverage on Palantir Technologies Inc. ( PLTR ), when I explained my view on the irrational selloff in software, the stock is up double digits. There are a few tailwinds that I will discuss in this piece. First, the conflict in Iran is likely to benefit the top line of the company. In fact, I expect the US government segment (and total RPO) ...
hapabapa/iStock Editorial via Getty Images Since my last coverage on Palantir Technologies Inc. ( PLTR ), when I explained my view on the irrational selloff in software, the stock is up double digits. There are a few tailwinds that I will discuss in this piece. First, the conflict in Iran is likely to benefit the top line of the company. In fact, I expect the US government segment (and total RPO) to show a growth spike as early as Q1 2026. Second, Wall Street turned broadly bullish in February, with analysts recognizing the moat of the company in the midst of headlines suggesting that people may now be able to vibecode the AIP platform. Third, I see a turnaround in sentiment in software after the capitulation in February. In fact, this industry has been in the top 3 top-performing segments of tech in the past month. Investors are bottom fishing attractive software stocks, and I strongly believe Palantir is one of them. Surprisingly, The Street Gets It It's not every day that I see a stock in the grotesquely overpriced space (PLTR is trading at 114x forward earnings) that has so much love from the Street: Seeking Alpha Notably, the Street turned bullish on Palantir in February. Given the conflict in the Middle East, I am not surprised to see investors rotating capital into this beneficiary. You may remember the company's $10B - 10 year agreement with the U.S. Army. Well, I think the company may see a spike in its government segment due to the war. Author Compilation Don't be fooled by the chart above. This segment has been lagging behind the growth of the U.S. commercial business. Author Compilation I think we may see a growth spike in U.S. government as soon as Q1 2026, given that the current quarter ends on March 31, 2026. As I discussed in many of my macro articles , I don't expect the conflict in the Middle East to continue into April. In fact, I see a strong tailwind that may affect RPO, after Secretary Hegseth's remarks last week requesting $200B to Congress fo...
hapabapa/iStock Editorial via Getty Images Since my last coverage on Palantir Technologies Inc. ( PLTR ), when I explained my view on the irrational selloff in software, the stock is up double digits. There are a few tailwinds that I will discuss in this piece. First, the conflict in Iran is likely to benefit the top line of the company. In fact, I expect the US government segment (and total RPO) ...
hapabapa/iStock Editorial via Getty Images Since my last coverage on Palantir Technologies Inc. ( PLTR ), when I explained my view on the irrational selloff in software, the stock is up double digits. There are a few tailwinds that I will discuss in this piece. First, the conflict in Iran is likely to benefit the top line of the company. In fact, I expect the US government segment (and total RPO) to show a growth spike as early as Q1 2026. Second, Wall Street turned broadly bullish in February, with analysts recognizing the moat of the company in the midst of headlines suggesting that people may now be able to vibecode the AIP platform. Third, I see a turnaround in sentiment in software after the capitulation in February. In fact, this industry has been in the top 3 top-performing segments of tech in the past month. Investors are bottom fishing attractive software stocks, and I strongly believe Palantir is one of them. Surprisingly, The Street Gets It It's not every day that I see a stock in the grotesquely overpriced space (PLTR is trading at 114x forward earnings) that has so much love from the Street: Seeking Alpha Notably, the Street turned bullish on Palantir in February. Given the conflict in the Middle East, I am not surprised to see investors rotating capital into this beneficiary. You may remember the company's $10B - 10 year agreement with the U.S. Army. Well, I think the company may see a spike in its government segment due to the war. Author Compilation Don't be fooled by the chart above. This segment has been lagging behind the growth of the U.S. commercial business. Author Compilation I think we may see a growth spike in U.S. government as soon as Q1 2026, given that the current quarter ends on March 31, 2026. As I discussed in many of my macro articles , I don't expect the conflict in the Middle East to continue into April. In fact, I see a strong tailwind that may affect RPO, after Secretary Hegseth's remarks last week requesting $200B to Congress fo...
The S&P 500 (SNPINDEX: ^GSPC) stock market index closed at 6,506 on Friday, March 20, marking a 7% decline from its all-time high. Sell-offs of this magnitude are relatively common, but with economic uncertainty on the rise and geopolitical tensions raging in the Middle East, there is a risk of further downside from here. But throughout history, investors who treated periods of weakness as buying ...
The S&P 500 (SNPINDEX: ^GSPC) stock market index closed at 6,506 on Friday, March 20, marking a 7% decline from its all-time high. Sell-offs of this magnitude are relatively common, but with economic uncertainty on the rise and geopolitical tensions raging in the Middle East, there is a risk of further downside from here. But throughout history, investors who treated periods of weakness as buying opportunities have reaped significant rewards over the long term. Purchasing an S&P 500 index fund is one of the simplest and most cost-effective ways to capitalize on the recent market sell-off, because it provides investors with exposure to some of the fastest-growing companies in areas like artificial intelligence (AI), alongside defensive companies in sectors like financials and healthcare. The iShares Core S&P 500 ETF (NYSEMKT: IVV) is an exchange-traded fund (ETF) that directly tracks the index by holding the same stocks and maintaining similar weightings. Should investors buy it now? Continue reading
Renowned health and wellness platform, Hims & Hers Health, Inc. HIMS is fundamentally built as a consumer-first digital health platform that uses technology to reconfigure how care is accessed, delivered and experienced. At its core, the company connects patients with licensed healthcare providers through an integrated ecosystem that includes telehealth consultations, digital prescriptions and pha...
Renowned health and wellness platform, Hims & Hers Health, Inc. HIMS is fundamentally built as a consumer-first digital health platform that uses technology to reconfigure how care is accessed, delivered and experienced. At its core, the company connects patients with licensed healthcare providers through an integrated ecosystem that includes telehealth consultations, digital prescriptions and pharmacy fulfillment, enabling a seamless end-to-end care journey. This model allows users to access treatment across a wide range of conditions through a personalized, subscription-based experience that emphasizes convenience, continuity and accessibility, rather than traditional episodic care. The platform is increasingly evolving and becoming a more data-driven and proactive healthcare model. Recent launches such as Labs and multi-cancer early detection testing expand its capabilities beyond treatment into diagnostics and prevention, helping users better understand and manage their health over time. At the same time, new specialty offerings across hormone health and weight management, along with collaborations to distribute branded therapies like GLP-1 drugs, demonstrate how HIMS is integrating clinical care, diagnostics and therapeutics into a unified digital experience. This platform-led approach is also helping it scale up globally and deepen its ecosystem. Strategic acquisitions, including Eucalyptus, and expansion into markets like Canada and Europe, reflect a deliberate effort to replicate its digitally enabled care model across geographies. By combining technology infrastructure, provider networks, and partnerships with pharmaceutical and diagnostic companies, Hims & Hers is positioning itself not as a traditional healthcare provider but as a scalable digital gateway that connects multiple stakeholders while broadening access to personalized care worldwide. LFMD and DOCS Scaling Integrated Digital Healthcare Ecosystems LifeMD, Inc. LFMD operates as a vertically integ...
KLA KLAC and Advanced Energy Industries AEIS play key roles in the AI value chain. Both companies are benefiting from higher spending on developing AI infrastructure. Per CNBC, hyperscalers like Alphabet, Meta Platforms, Amazon and Microsoft are expected to spend $700 billion on developing AI infrastructure in 2026 on a combined basis. This means strong demand for more powerful chips driving the d...
KLA KLAC and Advanced Energy Industries AEIS play key roles in the AI value chain. Both companies are benefiting from higher spending on developing AI infrastructure. Per CNBC, hyperscalers like Alphabet, Meta Platforms, Amazon and Microsoft are expected to spend $700 billion on developing AI infrastructure in 2026 on a combined basis. This means strong demand for more powerful chips driving the demand for more fabs, equipment and power. While KLAC offers process control and inspection equipment for semiconductor fabs, Advanced Energy provides AC/DC, DC/DC power supplies, plasma power, and measurement systems. KLA or AEIS, which is a better buy in the current scenario? Let us find out. KLAC Rides on Strong Advanced Packaging Growth KLA is benefiting from strong demand for leading-edge logic, high-bandwidth memory and advanced packaging, which is driving top-line growth. Advanced packaging revenues are expected to grow in the mid to high-teens on a year-over-year basis in 2026. Strong investments in WFE and advanced packaging represent a strong growth opportunity for the company. Growth of advanced packaging supporting heterogeneous chip integration has become a new market for KLA, which is currently worth $11 billion and growing faster than core WFE. KLA’s robust portfolio and its leadership in process control systems are enabling customers to manage increasing design complexity. Process control accelerates time to results by resolving process integration challenges during the fab ramp-up phase to optimize time to market for a diverse mix of semiconductor designs. KLAC expects the core WFE market to grow in the high-single to low-double digits in 2026, reaching the low $120-billion range. The company expects the advanced packaging component of the market to grow at a similar rate to $12 billion for a total market forecast in the mid-$130-billion range. KLA expects third-quarter fiscal 2026 revenues of $3.35 billion (+/- $150 million), reflecting a modestly weak prod...
KLA KLAC and Advanced Energy Industries AEIS play key roles in the AI value chain. Both companies are benefiting from higher spending on developing AI infrastructure. Per CNBC, hyperscalers like Alphabet, Meta Platforms, Amazon and Microsoft are expected to spend $700 billion on developing AI infrastructure in 2026 on a combined basis. This means strong demand for more powerful chips driving the d...
KLA KLAC and Advanced Energy Industries AEIS play key roles in the AI value chain. Both companies are benefiting from higher spending on developing AI infrastructure. Per CNBC, hyperscalers like Alphabet, Meta Platforms, Amazon and Microsoft are expected to spend $700 billion on developing AI infrastructure in 2026 on a combined basis. This means strong demand for more powerful chips driving the demand for more fabs, equipment and power. While KLAC offers process control and inspection equipment for semiconductor fabs, Advanced Energy provides AC/DC, DC/DC power supplies, plasma power, and measurement systems. KLA or AEIS, which is a better buy in the current scenario? Let us find out. KLAC Rides on Strong Advanced Packaging Growth KLA is benefiting from strong demand for leading-edge logic, high-bandwidth memory and advanced packaging, which is driving top-line growth. Advanced packaging revenues are expected to grow in the mid to high-teens on a year-over-year basis in 2026. Strong investments in WFE and advanced packaging represent a strong growth opportunity for the company. Growth of advanced packaging supporting heterogeneous chip integration has become a new market for KLA, which is currently worth $11 billion and growing faster than core WFE. KLA’s robust portfolio and its leadership in process control systems are enabling customers to manage increasing design complexity. Process control accelerates time to results by resolving process integration challenges during the fab ramp-up phase to optimize time to market for a diverse mix of semiconductor designs. KLAC expects the core WFE market to grow in the high-single to low-double digits in 2026, reaching the low $120-billion range. The company expects the advanced packaging component of the market to grow at a similar rate to $12 billion for a total market forecast in the mid-$130-billion range. KLA expects third-quarter fiscal 2026 revenues of $3.35 billion (+/- $150 million), reflecting a modestly weak prod...
flik47/iStock via Getty Images IDEAYA Biosciences ( IDYA ) is down ~5% in Monday trading after announcing it is delaying the release of topline results from a phase 2/3 trial of darovasertib for first-line metastatic uveal melanoma, a type of eye cancer. A d atabase lock for the OptimUM-02 trial is now slated for the first half of April. Prior company guidance was for the data release in the final...
flik47/iStock via Getty Images IDEAYA Biosciences ( IDYA ) is down ~5% in Monday trading after announcing it is delaying the release of topline results from a phase 2/3 trial of darovasertib for first-line metastatic uveal melanoma, a type of eye cancer. A d atabase lock for the OptimUM-02 trial is now slated for the first half of April. Prior company guidance was for the data release in the final week of March. Mizuho's Graig Suvannavejh now sees the data coming some time in May. "While this perhaps comes as a slight disappointment, given knowledge that the OptimUM-02 study is event-driven, we're not overly concerned on potential implications on the data outcome." He has an outperform rating on the stock with a $46 price target (~40% upside based on March 20 close). More on IDEAYA Biosciences IDEAYA Biosciences, Inc. (IDYA) Discusses Pipeline Progress and Upcoming Data Readout in Uveal Melanoma and ADC Programs Transcript IDEAYA Biosciences, Inc. (IDYA) Presents at Citi's 2026 Virtual Oncology Leadership Summit Transcript IDEAYA Biosciences, Inc. (IDYA) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript IDEAYA Biosciences GAAP EPS of -$0.94 beats by $0.03, revenue of $10.88M beats by $4.93M Seeking Alpha’s Quant Rating on IDEAYA Biosciences