Earnings Call Insights: TAT Technologies Ltd. (TATT) Q4 2025 Management View CEO Igal Zamir reported record revenue, profitability, and long-term agreement growth in 2025, despite "industry challenges, including tariffs and ongoing supply chain constraints across the aviation ecosystem." He highlighted the transition to a widely held public company and the expansion of U.S. institutional investors...
Earnings Call Insights: TAT Technologies Ltd. (TATT) Q4 2025 Management View CEO Igal Zamir reported record revenue, profitability, and long-term agreement growth in 2025, despite "industry challenges, including tariffs and ongoing supply chain constraints across the aviation ecosystem." He highlighted the transition to a widely held public company and the expansion of U.S. institutional investors as an "important corporate milestone." Zamir stated, "As we enter 2026, we do so from a position of strength with the right team, the right capability, strong financial position and expanding high-quality backlog." Zamir explained that the value of long-term agreements and backlog reached approximately $550 million, up from $520 million at the end of Q3 and $429 million at the end of 2024. He detailed segment performance: "In our APU business, we delivered a strong year of growth... increased our market share in the 500 and the 200 APU categories." The heat exchangers segment "continued to generate consistent recurring demand," and landing gear "continues to show growth as the aviation industry enters major MRO maintenance cycle." Zamir noted ongoing supply chain challenges, particularly in APUs and landing gear, but emphasized continued demand and operational agility. On strategic outlook, Zamir said, "M&A is also a clear strategic priority for us in 2026. Our balance sheet and cash position provide the financial capacity to act." CFO Ehud Ben-Yair stated, "Fourth quarter revenue increased by 13% to $46.5 million, up from $41.1 million in the same period last year... For the full year, revenue grew more than 17%." Ben-Yair added, "Gross profit for the quarter increased by 23.6% and gross margin expanded by 210 basis points to the level of 25.2%." Outlook Zamir expressed optimism for 2026, supported by new long-term agreements and a record backlog. He stated, "Based on the increased backlog and the intake levels we are seeing over the past 3 months, we remain extremely con...
jetcityimage/iStock Editorial via Getty Images Through the use of a Free2move adapter, certain Stellantis ( STLA ) battery-electric vehicles (BEVs) can access Tesla ( TSLA ) superchargers to provide their vehicles with increased flexibility and range. Beginning Thursday, Dodge Charger Daytona, Jeep Wagoneer and Jeep Recon, Ram ProMaster EV, Fiat 500e, and Maserati EV owners can charge their vehicl...
jetcityimage/iStock Editorial via Getty Images Through the use of a Free2move adapter, certain Stellantis ( STLA ) battery-electric vehicles (BEVs) can access Tesla ( TSLA ) superchargers to provide their vehicles with increased flexibility and range. Beginning Thursday, Dodge Charger Daytona, Jeep Wagoneer and Jeep Recon, Ram ProMaster EV, Fiat 500e, and Maserati EV owners can charge their vehicles at all Tesla V3 and V4 Superchargers using a Free2move Charge North American Charging System (NACS)-CCS 1 DC adapter, available for purchase at Stellantis dealerships and Mopar.com. Only Stellantis-approved NACS adapters can be used with a Tesla supercharger. The 2027 Dodge Charger Daytona is the first Stellantis ( STLA ) model to come equipped with an NACS charging port, making it compatible with the Tesla Supercharger without an adapter. By increasing the availability of superchargers, Stellantis ( STLA ) aims to increase the appeal of its EV lineup, currently the weakest performing segment of the business. As a result of the lukewarm demand for EVs, Stellantis ( STLA ) recently took a €22B charge for a “reset of Stellantis’ business” and adopted a “multi-energy” product strategy rather than focusing solely on EV volume targets. The €22B charge includes €14.7B to realign product plans with customer preferences, €2.1B to resize its EV supply chain, and €5.4B in “other costs,” all of which will help compensate for “significantly reduced volume and profitability expectations.” Source: Press Release More on Stellantis Stellantis N.V. (STLA) Q4 2025 Earnings Call Transcript Stellantis N.V. 2025 Q4 - Results - Earnings Call Presentation Stellantis Earnings Preview: Deep Value Or Deep Trouble? Stellantis in talks with Xiaomi and Xpeng to invest in European business -- Bloomberg Stellantis prices perpetual hybrid bonds offering
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Americans are searching for ways to offset rising gas prices as the effect of the war in Iran hits their wallets. At a Costco Wholesale Corp. gas station near San Antonio, wait times have stretched as much as 30 minutes and lines wrap around the block. Elsewhere, drivers are refreshing apps like GasBuddy and going out of their way for cheaper fuel and discounts as prices reach nearly $4 a gallon o...
Americans are searching for ways to offset rising gas prices as the effect of the war in Iran hits their wallets. At a Costco Wholesale Corp. gas station near San Antonio, wait times have stretched as much as 30 minutes and lines wrap around the block. Elsewhere, drivers are refreshing apps like GasBuddy and going out of their way for cheaper fuel and discounts as prices reach nearly $4 a gallon on average. Others say they are trimming spending on grocery, takeout and travel. How much Americans' spending behavior changes, and what that means for the US economy's main engine of growth, will depend on how high prices at the pump go, and for how long. The war in Iran has sent US oil prices soaring by about 45%, and gasoline futures up by more than 50%, with regional energy giants being forced to cut production and the closing of the Strait of Hormuz — through which about a fifth of the world’s oil usually transits. The price of Brent crude, the international benchmark for oil, jumped past $110 a barrel, pushing up gasoline prices. Some states are already seeing costs well above the national average. Higher gas costs are already having an impact on consumer spending, leading to less spending in other categories, said Gregory Daco , chief economist at EY-Parthenon. Consumers are more sensitive to gas price increases in an environment where they're rising rapidly, he added, and $4 a gallon is a key threshold. “When you go from $3.99 to $4.01, even though it’s just a marginal increase, there is a psychological effect,” said Daco. People become more cost-conscious and “it becomes a pinch for almost everyone.” Read More: Spiking Pump Prices Dent Trump’s Willingness to Extend War Taryn Bramhall waited for almost half an hour at her local Costco in Texas to fill her tank. She calculated a $10 price spike in her bill compared to last month. As a result, the 19-year-old decided to pause her side job as a DoorDash Inc. driver. The high cost of gas no longer made the hustle worth ...
jetcityimage/iStock Editorial via Getty Images AT&T: Keep Calm and Carry On I don't think AT&T ( T ) investors have had much to complain about recently, as the company’s fourth-quarter earnings release in late January and the guidance indicate an overly aggressive capital expenditure outlay is clearly a thing of the past, even though those numbers are still expected to stay at a high level. Nevert...
jetcityimage/iStock Editorial via Getty Images AT&T: Keep Calm and Carry On I don't think AT&T ( T ) investors have had much to complain about recently, as the company’s fourth-quarter earnings release in late January and the guidance indicate an overly aggressive capital expenditure outlay is clearly a thing of the past, even though those numbers are still expected to stay at a high level. Nevertheless, the telco operator is still delivering pretty solid free cash flow numbers, and ones that suggest the medium-term outlook should not see the company sacrificing margins in favor of pursuing an ill-disciplined capital allocation regime, which should help to alleviate the fears of income investors who could be concerned about the debt leverage encompassing such a strategy. Back in my previous AT&T write-up in October 2025 , I made a noteworthy mention about the company's more assured capital spending and relatively stable free cash flow outlook. The market appears to be sending the right signals about T so far, as the stock has remained incredibly resilient. AT&T guidance (AT&T) However, big numbers were thrown about recently, as AT&T is reportedly looking to “spend $250B building out its network over the next five years.” That caught my eye because it was only in January when T provided what I thought to be a reasonably comfortable range in terms of capital expenditure for investors to digest and take away from, since those are annualized figures to start with. In essence, management promulgated an annual CapEx outlay of $23.5B at the midpoint while also enunciating steadily increasing free cash flow numbers of $18B+ for this year before reaching more than 21 billion dollars by FY2028. So, why is AT&T looking to shake the boat so soon after posting its full-year guidance just less than two months ago? Fortuitously, those figures included long-term operating costs, not just CapEx. Importantly, no changes were made to the outlook for CapEx guidance, which would have ne...
The White House is not considering putting restrictions on the export of oil and gas, a Trump administration official said Thursday, following a meeting between Vice President JD Vance and oil executives. “Oil and gas export restrictions are not under consideration,” the official said. The meeting, held at the American Petroleum Institute, comes as President Donald Trump faces intense political pr...
The White House is not considering putting restrictions on the export of oil and gas, a Trump administration official said Thursday, following a meeting between Vice President JD Vance and oil executives. “Oil and gas export restrictions are not under consideration,” the official said. The meeting, held at the American Petroleum Institute, comes as President Donald Trump faces intense political pressure to address rising fuel prices because of the US-Israel war on Iran. November’s midterm elections will hinge in large part on Americans’ attitudes toward the cost of living, and polls show the president is getting poor marks for his handling of the economy. The average price of a gallon of gasoline reached $3.88 on Thursday according to the American Automobile Association, up nearly $1 dollar from a month ago before the war began. A ban on oil exports could upend global markets, discourage shale drilling and end up not helping American drivers that much, experts say. Congress lifted a 40-year-old ban on crude oil exports in 2015, reshaping global flows, shifting geopolitical power and disrupting entire economies. The US has emerged as the world’s largest oil producer and its crude has reached more than 50 countries, with shipments often surpassing those of any OPEC nation aside from Saudi Arabia. While limiting the US export of refined products such as gasoline and diesel could ensure that more supplies exist for consumers in the country, experts have warned the move could backfire and have unintended consequences, such as leading US Gulf Coast refineries to slash production, resulting in higher prices. Read More: Trump Waives US Shipping Law for Oil and Gas Amid Iran War “Banning refined products or crude exports would be counterproductive for lowering pump prices, incite panic buying, and trigger further price spikes in global markets,” said Bob McNally, president of Rapidan Energy Group , a Washington-based consulting firm. “Export bans would also destroy the US re...
is features writer with five years of experience covering the companies that shape technology and the people who use their tools. Posts from this author will be added to your daily email digest and your homepage feed. Everything is gambling now: the latest news on prediction markets like Polymarket and Kalshi Prediction markets are working to ingratiate themselves with mainstream news and culture:...
is features writer with five years of experience covering the companies that shape technology and the people who use their tools. Posts from this author will be added to your daily email digest and your homepage feed. Everything is gambling now: the latest news on prediction markets like Polymarket and Kalshi Prediction markets are working to ingratiate themselves with mainstream news and culture: The Golden Globes broadcast in January was plastered with Polymarket odds, the AP is licensing election data to Kalshi, and a partnership between Polymarket and Substack means more prediction market data in newsletters. Some prediction market exchanges are now attempting to strike deals with individual reporters. Rick Ellis, an independent entertainment journalist who runs AllYourScreens.com and writes a newsletter on Substack about TV and streaming, told The Verge he received an offer this week. The deal involved producing two stories a week based on data from prediction markets — in Ellis’ case, that could be things like who might win this season of Survivor or which couples will end up together at the conclusion of Love Is Blind. Ellis said the proposed payment was in the “mid to upper hundreds [of dollars] per post,” with potential for more money if the article hit certain metrics like click-throughs. Ellis declined to name the specific exchange the offer came from. “I’ve been a reporter all my life, on and off,” Ellis says. “I don’t mind being pitched something. Maybe I see something and say, ‘Oh, this would be a good story.’ But getting paid to do it just crosses a line that I just wasn’t willing to do.” Journalists are regularly approached by PR firms, data providers, and other entities hoping to get coverage of their work, which may lead to inclusion in a story. Both independent media and large newsrooms sometimes publish work that is sponsored by a company, although the sponsor has no editorial sway. Getting paid to mention a company or use a specific firm’s data,...
Justin Sullivan/Getty Images News Meta Platforms ( META ) said Thursday it is rolling out a round-the-clock AI support service that can help Facebook and Instagram users with a wide range of issues, and the social media and tech giant plans to deploy more AI into its family of apps in the years to come. The company said the AI support service can now handle reports of scams, fake accounts, and har...
Justin Sullivan/Getty Images News Meta Platforms ( META ) said Thursday it is rolling out a round-the-clock AI support service that can help Facebook and Instagram users with a wide range of issues, and the social media and tech giant plans to deploy more AI into its family of apps in the years to come. The company said the AI support service can now handle reports of scams, fake accounts, and harmful content; look into why content was taken down; manage privacy settings; and help with updating password and profile settings, among other things. The service is being rolled out worldwide on Meta's apps following a preview by the company that was done in December. "The Meta AI support assistant is a major step in our work to deliver stronger support on our apps. In fact, among people who have provided feedback, the majority report a positive experience with the Meta AI support assistant," the company said in a blog post. The company said it is also rolling out support assistants for users who need help logging into Facebook and Instagram accounts, starting with the U.S. and Canada, and will expand the feature to other countries down the line. More on Meta Meta Platforms: The AI Spending Spree Is Out Of Control Meta Platforms: 16x Adjusted FY2026 P/E Is A Solid Buy Delays, Compute Deals, And Sky-High CapEx: Why I'm Still Bullish On Meta Meta to open NYC retail store on Fifth Avenue The hyperscalers are ‘too big to fail’ – analyst
Enable developer mode in system settings: Activating this is simple. This prevents accidental triggers or “one-tap” bypasses often used in high-pressure scams. Confirm you aren’t being coached: There is a quick check to make sure that no one is talking you into turning off your security. While power users know how to vet apps, scammers often pressure victims into disabling protections. Restart you...
Enable developer mode in system settings: Activating this is simple. This prevents accidental triggers or “one-tap” bypasses often used in high-pressure scams. Confirm you aren’t being coached: There is a quick check to make sure that no one is talking you into turning off your security. While power users know how to vet apps, scammers often pressure victims into disabling protections. Restart your phone and reauthenticate: This cuts off any remote access or active phone calls a scammer might be using to watch what you’re doing. Come back after the protective waiting period and verify: There is a one-time, one-day wait and then you can confirm that this is really you who’s making this change with our biometric authentication (fingerprint or face unlock) or device PIN. Scammers rely on manufactured urgency, so this breaks their spell and gives you time to think. Install apps: Once you confirm you understand the risks, you’re all set to install apps from unverified developers, with the option of enabling for 7 days or indefinitely. For safety, you’ll still see a warning that the app is from an unverified developer, but you can just tap “Install Anyway.”
This article first appeared on GuruFocus. Release Date: March 19, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points DocMorris AG (XSWX:DOCM) achieved a revenue growth of 11.1% and met its financial targets for 2025. The company's digital services segment experienced a remarkable growth rate of 110%, contributing significantly ...
This article first appeared on GuruFocus. Release Date: March 19, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points DocMorris AG (XSWX:DOCM) achieved a revenue growth of 11.1% and met its financial targets for 2025. The company's digital services segment experienced a remarkable growth rate of 110%, contributing significantly to profitability. The AI Health Companion, launched as a beta version, has been rapidly adopted, with every third app user utilizing the assistant. DocMorris AG (XSWX:DOCM) maintains a strong liquidity position with CHF160 million, providing confidence for future execution. The company has formed a strategic partnership with Google to leverage AI capabilities, enhancing its digital healthcare platform. Negative Points The segment EU showed modest growth and remains slightly EBITDA negative due to low growth and indirect cost base. Distribution expenses increased due to higher logistics and transport costs, impacting overall profitability. The net financial result showed a negative impact of 12 million, primarily due to non-cash effects related to intercompany loans. The company faces challenges in achieving EBITDA break-even in 2026 and free cash flow break-even in 2027. There is uncertainty in the RX growth outlook, which is a primary swing factor in the company's guidance range. Q & A Highlights Q: What is the primary swing factor within your sales outlook for this year? Is it mainly driven by uncertainty around RX growth or OTC performance? A: The main factor is definitely RX. We are playing operating profit against growth, and the co-payment and bonus developments are significant swing factors. OTC BPC is expected to grow mid-single-digit, and digital services are projected to grow mid-double-digit. The volatility mainly lies with RX growth. Q: Regarding your midterm growth targets of 15%, how do you plan to achieve this given the OTC part is growing at mid-single-digit...
After settling its lengthy antitrust battle over the Android app ecosystem earlier this month, Google said Thursday it will make it easier to install Android apps from outside the Play Store. The company shared new details about an “advanced flow” setting that will allow Android device owners to turn off a verification requirement, which otherwise prevents users from sideloading apps. The tech gia...
After settling its lengthy antitrust battle over the Android app ecosystem earlier this month, Google said Thursday it will make it easier to install Android apps from outside the Play Store. The company shared new details about an “advanced flow” setting that will allow Android device owners to turn off a verification requirement, which otherwise prevents users from sideloading apps. The tech giant announced last year that it would require all Android apps to be registered by verified developers to be installed on certified Android devices. By doing so, the company aimed to limit the ability of bad actors to distribute malware, conduct financial fraud, and steal users’ personal data through apps outside the Play Store. While additional security mechanisms can help reduce those risks, some Android users want the freedom to install unverified apps and accept the responsibility if those apps turn out to be unsafe. With the new “advanced flow” setting, users will be able to go through a one-time process to disable these additional protections while still helping to prevent scams. The process begins by enabling developer mode in Android’s system settings, a step designed to prevent any accidental triggers or “one-tap” bypasses that bad actors often use in high-pressure scams. Google notes that scammers tend to exploit fear to create a sense of urgency in their victims, using tactics like threats of financial ruin, legal trouble, or harm to a loved one. They also often stay on the phone with the victim and guide them through the process of disabling security protections on their device. Globally, 57% of adults experienced a scam in 2025, according to a report by the Global Anti-Scam Alliance (GASA), cited by Google. Image Credits:Google After enabling developer mode, there’s a quick check designed to make sure that no one is coaching the user to turn off their security protections. Users will then restart their phone and reauthenticate, a process that cuts off any remote...
The Iran war has weakened gold prices, with the commodity falling for a seventh straight session on Thursday as the conflict escalated. The drop means Canada’s stock index, which is heavily tilted to the metals sector, is set to give up its 2026 gains. Precious metals sold off sharply Thursday, dragging the S&P/TSX Composite Index down as much as 2.3%. The biggest percentage decliners on the gauge...
The Iran war has weakened gold prices, with the commodity falling for a seventh straight session on Thursday as the conflict escalated. The drop means Canada’s stock index, which is heavily tilted to the metals sector, is set to give up its 2026 gains. Precious metals sold off sharply Thursday, dragging the S&P/TSX Composite Index down as much as 2.3%. The biggest percentage decliners on the gauge included Endeavour Silver Corp. and G Mining Venture Corp. , while Agnico Eagle Mines Ltd. and Barrick Mining Corp. were the top point contributors to the index’s slide as of 12:50 p.m. in Toronto. Canada benchmark’s 13% weighting toward gold producers helped propel it to record after record last year, but 2026 has been rocky. “The phrase ‘live by the sword, die by the sword’ comes to mind,” IG Wealth Management Chief Investment Officer Philip Petursson said. As the US dollar has regained safe haven status, gold surrendered some of its gains, especially as it had been fully valued, he added. Falling metals prices have also hit materials stocks more broadly, with the group dropping about 25% in Toronto since the beginning of the Iran war. Read More: Gold and Silver Plunge as Iran War Damps Rate-Cut Hopes The ascent of gold helped more than double the weighting of materials stocks in the S&P/TSX since the beginning of February 2022, when Russia invaded Ukraine. Brian Madden , chief investment officer at Toronto’s First Avenue Investment Counsel Inc., said that while he’s benefited from that rising concentration, gold-miner weightings in Canadian indexes have risen to levels that draw concerns. Madden trimmed his gold positions in January when the “mania reached a fever pitch.” Some of that frenzy went to other parts of the market, like energy stocks, as the Middle East conflict sent Brent oil prices surging. “We’ve seen some of that money, that speculation move from gold into oil prices and oil stocks,” said Laura Lau , chief investment officer with Brompton Funds. S&P Dow J...
RedCat , the British hospitality group started by former Greene King Plc boss Rooney Anand , is exploring options including bringing in fresh investment to fund expansion, people with knowledge of the matter said. London-based RedCat, which is backed by Oaktree Capital Management , is working with Rothschild & Co. to gauge interest from potential investors, the people said. A deal could value the ...
RedCat , the British hospitality group started by former Greene King Plc boss Rooney Anand , is exploring options including bringing in fresh investment to fund expansion, people with knowledge of the matter said. London-based RedCat, which is backed by Oaktree Capital Management , is working with Rothschild & Co. to gauge interest from potential investors, the people said. A deal could value the group as several hundred million pounds, according to the people, who asked not to be identified because the information is private. The company owns the Coaching Inn Group , which has a portfolio of 43 sites spanning pubs with rooms and premium countryside inns. RedCat said in January it would exit its managed pubs business and fold all of its pubs with rooms under the Coaching Inn Group to better focus its operations. Deliberations are ongoing and there’s no certainty they will lead to a deal, the people said. Representatives for Oaktree, RedCat and Rothschild declined to comment.
Accenture E5 Acceleration Packages for improved resiliency – Provides a guided approach for adopting Microsoft Security capabilities such as Purview, Entra, Intune and others with pre-packaged content from Accenture’s Content Library to strengthen organizational protection and resiliency. It enables accelerated implementation and can deliver a faster, better, and more cost-effective path to resili...
Accenture E5 Acceleration Packages for improved resiliency – Provides a guided approach for adopting Microsoft Security capabilities such as Purview, Entra, Intune and others with pre-packaged content from Accenture’s Content Library to strengthen organizational protection and resiliency. It enables accelerated implementation and can deliver a faster, better, and more cost-effective path to resiliency. MxDR AI Agents for enhanced visibility – Used in combination with Microsoft Security AI agents and unified Threat Intelligence, delivers proprietary agentic AI capabilities to help operational teams proactively identify areas of improvement, remove common blind spots such as a lack of visibility across different security layers and dynamically reduces noise. Unifies security data for faster, smarter cyber defense – it rapidly allows activating or onboarding Microsoft Sentinel, Microsoft Defender for Endpoint, Threat Intelligence and Identity, and other security capabilities to centralize telemetry from multiple sources to provide an enhanced understanding of emerging threats. This will also use the new Sentinel data lake, allowing for faster and more accurate threat detection with AI-powered analytics for rapid investigation, containment and response. The integration breaks down silos and helps cybersecurity teams operate with greater speed and precision. "Cybersecurity teams have long faced significant challenges in managing massive datasets, and scaling security management tools and overcoming staffing resource limitations," said Harpreet Sidhu, global lead, Accenture Cybersecurity. "With Accenture MxDR for Microsoft, we’re helping organizations harness agentic AI-powered solutions to supercharge cyberattack detection and proactive remediation, enabling security teams to focus on strategic priorities and driving risk reduction while autonomous agents handle routine threat scenarios." According to Accenture’s latest State of Cybersecurity Resilience research, 74% of ...
Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Thursday ' s key moments. 1. Stocks fell Thursday as oil prices continued higher. Brent international crude briefly touched $119 per barrel after Iran attacked a key LNG facility in Qatar. Tehran said it was in retaliation for an Israeli strike on one of its energy centers...
Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Thursday ' s key moments. 1. Stocks fell Thursday as oil prices continued higher. Brent international crude briefly touched $119 per barrel after Iran attacked a key LNG facility in Qatar. Tehran said it was in retaliation for an Israeli strike on one of its energy centers. For the first time since last May, the S & P 500 slipped below its 200-day moving average, a technical level that many long-term investors look to for support. Jim Cramer did welcome a pullback in other commodities, including aluminum and steel, because rising raw material prices can fuel inflation. If inflationary problems reignite, that may make it tough for the Federal Reserve to cut interest rates even when President Donald Trump 's pick for central bank chairman succeeds Jerome Powell. 2. Eli Lilly said Thursday that a Phase 3 study of retatrutide in type 2 diabetes offered superior weight loss versus Mounjaro, also for type 2 diabetes, with no plateau through 40 weeks. Lilly shares were not moving on the news, most likely because this once-a-week injection is not expected to be as big of an opportunity as the company's new GLP-1 pill, which is expected to be approved by the FDA in early next month. Health-care stocks, normally sought out as defensive plays in times of turmoil, have struggled. We have been using that weakness to build our Cardinal Health position. 3. Jim reiterated his "own, don't trade" stance on AI chip leader Nvidia as shares on Thursday were declining for the third straight session. He believes the stock can go higher if flash memory product supplier Sandisk "crosses over to the positive." While down more than 1% on Thursday, Sandisk has had an incredible run, gaining more than 1,200% over the past 12 months. If Sandisk's momentum improves, it would signal healthier spending on data center buildouts, which Jim said could support the broader AI ec...