Prime Minister Anthony Albanese has asked Australia’s Treasury to look into imposing a windfall tax on the country’s vast liquefied natural gas industry, to capitalize on soaring prices of the fuel. The request for modeling was confirmed by Energy Minister Chris Bowen at a press conference on Friday, though he did not provide further details as it is a confidential cabinet process. The Australian ...
Prime Minister Anthony Albanese has asked Australia’s Treasury to look into imposing a windfall tax on the country’s vast liquefied natural gas industry, to capitalize on soaring prices of the fuel. The request for modeling was confirmed by Energy Minister Chris Bowen at a press conference on Friday, though he did not provide further details as it is a confidential cabinet process. The Australian Broadcasting Corp. reported the modeling request earlier the same day. Global prices of LNG have surged due to supply disruptions caused by the war in the Middle East. The critical Ras Laffan LNG hub in Qatar, which provides about a fifth of global exports, sustained extensive damage in an Iranian missile attack this week and may take years to repair. Meanwhile, cargoes remain trapped as the Strait of Hormuz remains effectively closed. Australia was the world’s third-largest LNG exporter last year, shipping nearly 80 million tons worth A$65 billion ($46 billion) in the year through June 2025, mainly to Japan, South Korea and China. The oil and gas industry paid about A$22 billion in taxes and royalties over 2024 to 2025, according to industry lobby, Australian Energy Producers. The group warned that higher taxes would deter investment in new gas supply, lead to shortfalls in the domestic market, and inflict pain on households at a time when inflation is already high. Imposing a windfall tax would “leave Australia more exposed to future energy shocks,” said Samantha McCulloch , the lobby’s chief executive officer. “While international gas prices have surged, Australian gas prices remain relatively low, and the market is well-supplied.” In Europe, Germany’s Finance Ministry is also considering a windfall tax on energy companies to capture a share of higher profits driven by the war. Authorities are examining an excess-profit levy to fund consumer relief, a government official said on condition of anonymity. Meanwhile, the UK has backtracked on plans to scrap its controversial...
Maskot/DigitalVision via Getty Images Apparel company Lands’ End ( LE ) is undergoing positive change, and investors following the stock seem to like what they see. Though shares are in the red on a YTD basis, the stock is still up 20% over the past year. Q4 results, which were just released, also didn’t swing the stock one way or the other. Seeking Alpha - 1-YR Returns Of LE Stock Trading at the ...
Maskot/DigitalVision via Getty Images Apparel company Lands’ End ( LE ) is undergoing positive change, and investors following the stock seem to like what they see. Though shares are in the red on a YTD basis, the stock is still up 20% over the past year. Q4 results, which were just released, also didn’t swing the stock one way or the other. Seeking Alpha - 1-YR Returns Of LE Stock Trading at the midpoint of its 52-week range and at a reasonable trading valuation, I believe the company is worth a mention and a follow for those seeking under-the-radar investment positioning. Lands’ End Stock Key Metrics Shares in LE currently command a forward trading multiple of about 17x. This is about in line with the sector median and several turns below the mid-20x multiple commanded by the broader S&P 500 ( SPY ). From the standpoint of enterprise value ("EV"), however, the stock looks more attractive. LE’s current EV is just 0.5x sales, 7x EBITDA, and 10.7x EBIT. These metrics are all comfortably below both the sector median and LE’s historical averages. Seeking Alpha - Valuation Metrics Of LE Stock While the Seeking Alpha (“SA”) quants grade LE neutrally, LE does receive high marks on valuation. The discount implied within LE’s current EV is likely the primary reason for this. LE is not really covered anywhere else on a regular basis within the analyst community. On Wall Street, for example, just one analyst opined on the stock in the last 90 days. Seeking Alpha - Wall Street Ratings Summary Of LE Stock It’s assuring that this was a positive ‘bull’ case. However, I don’t necessarily believe the price target is realistic at $35/share. That would imply well over 150% upside potential from current levels. That’s eye-catching but not exactly reasonable, given LE’s modest, at best, operating performance. Seeking Alpha - Average Price Target Of LE Stock Lands’ End Q4 Results Recap I viewed LE’s Q4 print in a positive light, and I believe the Q4 showed signs of a business turning th...
Broadcom's recent business momentum has been impressive. But the artificial intelligence (AI) business underneath the surface is exploding so fast that its growth rate is about to accelerate massively. This setup makes it an interesting time to look at the stock. Are shares cheaper than they look, given the momentum around the corner? And is the company's accelerating momentum sustainable? Of cour...
Broadcom's recent business momentum has been impressive. But the artificial intelligence (AI) business underneath the surface is exploding so fast that its growth rate is about to accelerate massively. This setup makes it an interesting time to look at the stock. Are shares cheaper than they look, given the momentum around the corner? And is the company's accelerating momentum sustainable? Of course, just because a business is great doesn't automatically make the stock great. So we need to look at both the business and the stock's valuation. With shares of Broadcom (AVGO 2.99%) commanding a price-to-earnings ratio of 62 as of this writing, investors are right to wonder if all this good news is already baked into the price. So, does the company's exceptional momentum make the stock a buy? Or should investors stay on the sidelines? Explosive AI momentum Broadcom's first-quarter revenue hit a record $19.3 billion -- up 29% year over year. But its fiscal first-quarter AI semiconductor revenue skyrocketed 106% year over year to $8.4 billion. This growth is being fueled by aggressive capital expenditures from major technology companies, or hyperscalers, that are turning to Broadcom for custom AI accelerators and advanced networking chips. And the momentum is only accelerating. Management guided for fiscal second-quarter revenue of approximately $22 billion. This implies a blistering 47% year-over-year growth rate. But here's where things really get wild. The company expects second-quarter AI semiconductor revenue to reach $10.7 billion -- implying a 140% year-over-year surge. This top-line growth is translating into exceptional profitability. Broadcom reported fiscal first-quarter adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $13.1 billion, representing an incredible 68% of total revenue. Visibility into the future One of the hardest things to underwrite in the semiconductor industry is the durability of a growth cycle. But Broadcom ...
Artificial intelligence (AI) technology has taken the stock market by storm in recent years, driving solid growth for several companies involved in its development and distribution. Not surprisingly, many AI stocks have created significant wealth for investors in recent years. From Nvidia (NVDA 0.87%) to Palantir Technologies, Broadcom, or Micron Technology, AI has minted multiple high-flying stoc...
Artificial intelligence (AI) technology has taken the stock market by storm in recent years, driving solid growth for several companies involved in its development and distribution. Not surprisingly, many AI stocks have created significant wealth for investors in recent years. From Nvidia (NVDA 0.87%) to Palantir Technologies, Broadcom, or Micron Technology, AI has minted multiple high-flying stocks. The good news is that AI adoption is poised to take off in the long run. A third-party estimate pegs the size of the AI market at a whopping $5.3 trillion in 2035, up from $274 billion in 2023. As a result, it won't be surprising to see AI generate generational wealth for investors in the long run, helping them build enough capital to pass down to their descendants. That's why we are going to take a closer look at Nvidia, a tech giant with the potential to create generational wealth. AI could make Nvidia a much bigger company than it is right now Nvidia is one of the biggest names in AI right now. Its chips have played a critical role in training AI models and in inference applications. The outstanding demand for its chips has made Nvidia the world's largest company by market cap. But what's worth noting is that Nvidia still has room to grow despite reaching a $4.4 trillion market cap. Expand NASDAQ : NVDA Nvidia Today's Change ( -0.87 %) $ -1.57 Current Price $ 178.83 Key Data Points Market Cap $4.4T Day's Range $ 175.79 - $ 179.98 52wk Range $ 86.62 - $ 212.19 Volume 6.1M Avg Vol 176M Gross Margin 71.07 % Dividend Yield 0.02 % The company finished its 2026 fiscal year (which ended on Jan. 25, 2026) with almost $216 billion in revenue, up 65% from the prior year. What's worth noting is that Nvidia's $78 billion revenue outlook for the current quarter calls for a 77% year-over-year increase, suggesting that it is poised for an acceleration despite its massive revenue base. There are a few solid reasons why Nvidia is still capable of growing at an incredible rate. The fi...
Key Points Nvidia has become the world's largest company thanks to AI, but it still has tremendous growth potential due to the multiple lucrative markets it is targeting. Nvidia's terrific revenue growth seems sustainable in the long run, driven by catalysts such as physical AI, enterprise software, and the continued expansion of the AI chip market. Its valuation remains attractive despite its out...
Key Points Nvidia has become the world's largest company thanks to AI, but it still has tremendous growth potential due to the multiple lucrative markets it is targeting. Nvidia's terrific revenue growth seems sustainable in the long run, driven by catalysts such as physical AI, enterprise software, and the continued expansion of the AI chip market. Its valuation remains attractive despite its outstanding growth and sunny prospects. 10 stocks we like better than Nvidia › Artificial intelligence (AI) technology has taken the stock market by storm in recent years, driving solid growth for several companies involved in its development and distribution. Not surprisingly, many AI stocks have created significant wealth for investors in recent years. From Nvidia (NASDAQ: NVDA) to Palantir Technologies, Broadcom, or Micron Technology, AI has minted multiple high-flying stocks. The good news is that AI adoption is poised to take off in the long run. A third-party estimate pegs the size of the AI market at a whopping $5.3 trillion in 2035, up from $274 billion in 2023. 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 » As a result, it won't be surprising to see AI generate generational wealth for investors in the long run, helping them build enough capital to pass down to their descendants. That's why we are going to take a closer look at Nvidia, a tech giant with the potential to create generational wealth. AI could make Nvidia a much bigger company than it is right now Nvidia is one of the biggest names in AI right now. Its chips have played a critical role in training AI models and in inference applications. The outstanding demand for its chips has made Nvidia the world's largest company by market cap. But what's worth noting is that Nvidia still has room to grow despite reaching a $4.4 trillion market cap....
Palantir Technologies (PLTR +1.95%) trades at about 80 times its annual sales. The average company in the S&P 500 today trades at roughly 3 times sales. A price-to-sales (P/S) ratio of that magnitude puts Palantir in territory that almost no company in the index has ever occupied and, more importantly, held on to. CEO Alex Karp has argued that these metrics are meaningless for his company. He rece...
Palantir Technologies (PLTR +1.95%) trades at about 80 times its annual sales. The average company in the S&P 500 today trades at roughly 3 times sales. A price-to-sales (P/S) ratio of that magnitude puts Palantir in territory that almost no company in the index has ever occupied and, more importantly, held on to. CEO Alex Karp has argued that these metrics are meaningless for his company. He recently told investors that "the way in which we view value is obviously no longer relevant." He believed that traditional valuation frameworks can't capture what Palantir is. He would argue -- and Palantir bulls would too -- that the company is one of a kind. Maybe they're right, but investors have heard versions of that kind of thinking before, and it has rarely worked out. Beyond the valuation, there are real questions To be sure, Palantir is executing at an incredible level and has genuinely carved out a key role for itself within the federal government and across large organizations in the U.S. I'm not denying that. But to truly be one of a kind, the company has to continue doing this for years to come. And it likely can't maintain its current growth pace without more international clients. Palantir generates 77% of its revenue in the United States. International commercial revenue rose 8% year over year last quarter. That seriously lags its U.S. growth. Karp has said that the company "doesn't have the bandwidth to do anything that's difficult outside of America" and that countries in the E.U. don't "get AI." I think it has a lot more to do with how the company is viewed outside of the U.S. -- countries around the world are suspicious of sharing sensitive data with an organization with such close ties to the Central Intelligence Agency (CIA) and the U.S. intelligence community at large. As much as Palantir is blazing a trail and outclassing its competition at the moment, I'm not sure how long that can last. Can Palantir remain "one of a kind" with tech giants like Microso...
NVIDIA (NVDA) shares fell 1.37% to $177.93 on March 19, dragging semiconductor stocks lower despite Jensen Huang’s bullish GTC keynote just days earlier. The selloff follows Micron Technology’s (MU) after-hours drop and surging oil prices tied to the escalating Iran war, adding fresh headwinds to a chip sector already struggling with “sell the news” fatigue. Semiconductors Break Their Pattern CNBC...
NVIDIA (NVDA) shares fell 1.37% to $177.93 on March 19, dragging semiconductor stocks lower despite Jensen Huang’s bullish GTC keynote just days earlier. The selloff follows Micron Technology’s (MU) after-hours drop and surging oil prices tied to the escalating Iran war, adding fresh headwinds to a chip sector already struggling with “sell the news” fatigue. Semiconductors Break Their Pattern CNBC’s Mad Money host Jim Cramer noted that NVIDIA’s price action on March 19 broke a persistent pattern where the stock would open higher only to reverse lower throughout the session. This time, it opened red from the start and kept falling. “Nvidia breaking the pattern of opening up and then reversing and going down. Today it went down from the get go and then goes lower…. could it be the opposite today?” Jim Cramer observed. Cramer described the semiconductor sector as “very oversold,” suggesting traders should expect attempts to test the moving average “at least once or twice.” Owing to the “inverse Cramer” effect, the comment signals a contrarian view that the current dip could set up a reversal rather than further downside. NVIDIA Stock Performance. Source: TradingView On Micron specifically, Cramer pushed back against bearish calls, arguing that competitors like Applied Materials (AMAT), KLA, and Lam Research were not ramping equipment output, and memory rivals SanDisk, Western Digital (WDC), and Seagate (STX) were not expanding capacity. “That’s why when the smoke clears, you buy, not sell,” stated Jim Cramer. Micron’s Record Quarter Meets Sell-the-News Reaction Micron reported fiscal Q2 revenue of $23.86 billion, nearly tripling from $8.05 billion a year earlier. Adjusted earnings hit $12.20 per share, smashing the $8.60 consensus estimate by more than 41%. The company also guided Q3 revenue to $33.5 billion, well above Wall Street’s $24.3 billion projection. However, MU shares slid roughly 4.4% in after-hours trading. The stock had already surged 62% year to date befo...