JHVEPhoto/iStock Editorial via Getty Images A few months ago I bought a new PC, and the RAM platform is DDR5. As it is something essential, I had to pay the price, but it really was expensive, and it wasn't even easy to find. But on the other hand, the other part of the industry, which is DRAM/NAND for data centers, is flying. In fact, it doesn't surprise me that in 1 year the Micron Technology, I...
JHVEPhoto/iStock Editorial via Getty Images A few months ago I bought a new PC, and the RAM platform is DDR5. As it is something essential, I had to pay the price, but it really was expensive, and it wasn't even easy to find. But on the other hand, the other part of the industry, which is DRAM/NAND for data centers, is flying. In fact, it doesn't surprise me that in 1 year the Micron Technology, Inc. ( MU ) stock has delivered a return of 350%+. This is because the fundamentals grew in such a way that the valuation still seems cheap, as is implicit in the forward P/E of 12.5x. As if it weren't enough, I think this forward P/E that the market is estimating should in reality stay even lower after revisions in the next quarters. This is because the fiscal Q2 of Micron was very solid, much above expectations. Micron’s Fiscal Q2: What a Solid Quarter The non-GAAP EPS reported by Micron was $12.20. This is a beat by $3.54 with respect to the market estimates. This is the same as saying that the reported EPS was 40% above what the market was estimating for Micron. And this was not caused by something like some tax benefit or some non-recurrent effect on the EPS. The reason for this beat in the EPS was a top line much stronger than what the analysts thought, and with that, great operating leverage. The revenue, for example, was $23.8 billion. In Q2 of 2025, the revenue was at $8 billion. Of course, the market already knew that the growth would be strong, but the consensus was for something closer to $19.3 billion; in other words, it was more than 20% above the expected. Besides that, the table below illustrates very well how the various segments reached better gross margins and how this was “passing through” to the lines below, impacting the operating margin and the net margin very positively by consequence. For instance, the Cloud Memory revenue increased the gross margin by 8 percentage points. The core Data Center, increased by more than 20 percentage points, and so on. ...
JHVEPhoto/iStock Editorial via Getty Images A few months ago I bought a new PC, and the RAM platform is DDR5. As it is something essential, I had to pay the price, but it really was expensive, and it wasn't even easy to find. But on the other hand, the other part of the industry, which is DRAM/NAND for data centers, is flying. In fact, it doesn't surprise me that in 1 year the Micron Technology, I...
JHVEPhoto/iStock Editorial via Getty Images A few months ago I bought a new PC, and the RAM platform is DDR5. As it is something essential, I had to pay the price, but it really was expensive, and it wasn't even easy to find. But on the other hand, the other part of the industry, which is DRAM/NAND for data centers, is flying. In fact, it doesn't surprise me that in 1 year the Micron Technology, Inc. ( MU ) stock has delivered a return of 350%+. This is because the fundamentals grew in such a way that the valuation still seems cheap, as is implicit in the forward P/E of 12.5x. As if it weren't enough, I think this forward P/E that the market is estimating should in reality stay even lower after revisions in the next quarters. This is because the fiscal Q2 of Micron was very solid, much above expectations. Micron’s Fiscal Q2: What a Solid Quarter The non-GAAP EPS reported by Micron was $12.20. This is a beat by $3.54 with respect to the market estimates. This is the same as saying that the reported EPS was 40% above what the market was estimating for Micron. And this was not caused by something like some tax benefit or some non-recurrent effect on the EPS. The reason for this beat in the EPS was a top line much stronger than what the analysts thought, and with that, great operating leverage. The revenue, for example, was $23.8 billion. In Q2 of 2025, the revenue was at $8 billion. Of course, the market already knew that the growth would be strong, but the consensus was for something closer to $19.3 billion; in other words, it was more than 20% above the expected. Besides that, the table below illustrates very well how the various segments reached better gross margins and how this was “passing through” to the lines below, impacting the operating margin and the net margin very positively by consequence. For instance, the Cloud Memory revenue increased the gross margin by 8 percentage points. The core Data Center, increased by more than 20 percentage points, and so on. ...
Mohamad Faizal Bin Ramli/iStock via Getty Images For obvious reasons, all the attention is now focused on the Middle East conflict. The Strait of Hormuz is still closed, and the ceasefire is not even an option in this phase of the war; Israel and the US haven’t succeeded yet in changing the Iranian regime (the main goal), and Iran has not damaged the world economy as much as it wants. This war is ...
Mohamad Faizal Bin Ramli/iStock via Getty Images For obvious reasons, all the attention is now focused on the Middle East conflict. The Strait of Hormuz is still closed, and the ceasefire is not even an option in this phase of the war; Israel and the US haven’t succeeded yet in changing the Iranian regime (the main goal), and Iran has not damaged the world economy as much as it wants. This war is definitely the primary market mover, as it could lead to a global oil supply shock for a prolonged period, resulting eventually in higher inflation. However, I think it is important to point out the economic background in which this war has taken place. In fact, the US economy was not flourishing before 28 February. In other words, the war might be the final blow, but the cracks were already there. First crack: Americans are struggling to save money The first visible crack in the economy is that the average American has been struggling to save money over the last years, and now the situation is getting very serious. According to a nationwide survey conducted by U.S. News (1,216 American adults), 43% of them couldn’t afford a $1,000 emergency expense based on their savings. Basically, more than a third of the US adults surveyed don’t have an emergency fund. For those who have it, the median amount is just $5,000, half of the previous year's figure. We are currently living through a period where getting a job is more challenging compared to previous years, and the unemployment rate is ticking up quarter by quarter. Not an ideal situation for an economy that is supposed to be solid and fast-growing. People are worried that AI Agents will replace them at work, and that’s a possibility, but it left me surprised to find out that most Americans have such a low emergency fund. If the average American gets fired, this is a massive problem to deal with. About 32% of the surveyed people declared that their savings can’t cover the living expenses for a single month. This means that the...
00:03 Speaker A Time now for what to watch Thursday, March 19th. 00:06 Speaker A And start off here on the earnings front, another big big day of reports including Accenture, Darden Restaurants and Signet Jewelers. 00:15 Speaker A Alibaba also announcing results on Thursday. Big focus there for analysts is the pressure on profits tied to intensifying competition in China's e-commerce market. Compa...
00:03 Speaker A Time now for what to watch Thursday, March 19th. 00:06 Speaker A And start off here on the earnings front, another big big day of reports including Accenture, Darden Restaurants and Signet Jewelers. 00:15 Speaker A Alibaba also announcing results on Thursday. Big focus there for analysts is the pressure on profits tied to intensifying competition in China's e-commerce market. Company's ramping up spending to build out its quick commerce strategy. Investors are watching closely to see whether that strategy can drive meaningful revenue growth and help Alibaba compete with rivals. 00:36 Speaker A Turn to FedEx, that company's reporting third quarter earnings on Thursday, offering a real-time look at global trade and logistics demand. Company's navigating a complicated backdrop from higher costs to shifting trade dynamics and the impact of Middle East airspace disruptions following the war in Iran. Investors will be looking for signs of slowing volumes, but also whether pricing and higher margin services can offset those pressures. 00:59 Speaker A Moving over to housing. Fresh data coming out on Thursday. Economists forecasting January new home sales to dip to an annualized rate of 722,000 compared to 745,000 in December. That comes alongside the weekly mortgage rate data from Freddie Mac. Affordability remains a burden on the housing market. After sinking below 6%, the 30-year fixed rate has climbed back to 6.1% in the most recent readings. 01:29 Speaker A And finally, weekly initial jobless claims. Economists expecting claims to tick slightly higher to 215,000. That's a small move but one investors are watching closely for any early signs of softening in the labor market.
The rush to boost production of memory chips to meet fast accelerating demand from artificial intelligence will add to the semiconductor sector’s climate footprint and risks lifting costs of managing emissions. Higher manufacturing volumes, efforts to deliver more complex and resource-intensive products, and additional production in nations with fossil fuel-reliant power grids will combine to incr...
The rush to boost production of memory chips to meet fast accelerating demand from artificial intelligence will add to the semiconductor sector’s climate footprint and risks lifting costs of managing emissions. Higher manufacturing volumes, efforts to deliver more complex and resource-intensive products, and additional production in nations with fossil fuel-reliant power grids will combine to increase the industry’s pollution profile, according to Ottawa-based research firm TechInsights Inc. Semiconductor manufacturing emissions will climb by about a third to 247 million metric tons of carbon dioxide equivalent by 2030, the researcher forecasts. That’s higher than annual emissions of scores of countries and roughly equivalent to the 2024 volume produced by Algeria. Power consumption and the use of fluorinated gases to etch circuits on silicon wafers are among the main sources of the industry’s climate pollution . While foundry and logic chips, a category that includes Nvidia Corp. ’s AI accelerators, will continue to account for the largest overall share of emissions, the impact from manufacturing dynamic random-access memory, or DRAM — short-term memory used in data centers and computers — will increase at a faster rate, according to TechInsights. Read More: Why the AI Boom Will Make Phones, Cars and Electronics More Expensive Of specific concern are high-bandwidth memory chips, or HBM, a subset of DRAM that require more materials and which researcher Silicon Analysts estimates can consume as much as five times more energy per gigabyte than standard memory categories during production. “The AI-driven surge in HBM and other advanced memory is likely to raise semiconductor manufacturing emissions in absolute terms,” said Stephen Russell , senior technical fellow at TechInsights. “It increases memory wafer starts and adds process complexity, even as leading manufacturers improve efficiency.” A race for AI dominance is spurring the likes of Alphabet Inc. , Amazon.com I...
Voyah Automobile Technology Co., the luxury electric vehicles arm of Dongfeng Motor Group , begins trading in Hong Kong on Thursday after a listing that didn’t involve selling new shares or raising funds. The so-called listing by way of introduction caps a months-long overhaul of the state-owned parent company. Dongfeng pulled its Hong Kong shares and spun off Voyah as a standalone unit to unlock ...
Voyah Automobile Technology Co., the luxury electric vehicles arm of Dongfeng Motor Group , begins trading in Hong Kong on Thursday after a listing that didn’t involve selling new shares or raising funds. The so-called listing by way of introduction caps a months-long overhaul of the state-owned parent company. Dongfeng pulled its Hong Kong shares and spun off Voyah as a standalone unit to unlock value in its fastest growing EV segment. Investors focused on corporate actions have piled in, lured by an implied valuation seen as at an discount compared with rivals like XPeng Inc and Li Auto Inc. “There has been quite significant interest in the event driven community in this situation,” said Jon Withaar , head of Asia Special Situations at Pictet Asset Management. “This trade in effectively buying Dongfeng to get exposure to a new EV IPO at a discount.” Traders peg Voyah’s implied price at about HK$8.05 a share, based on Dongfeng’s last trading price and the deal structure. The listing made 885,381,529 shares available for trading. Under the deal, shareholders receive HK$6.68 in cash and 0.3552608 Voyah H shares for each of Dongfeng’s Hong Kong shares they own. Dongfeng shares last traded at HK$9.54 apiece in Hong Kong before their listing was withdrawn on Wednesday, a 60% increase since the restructuring announcement in August. There could be some near-term technical selling pressure on Voyah, with global index trackers trimming positions at the close of listing day due to its smaller market cap versus Dongfeng. Read More: Dongfeng Motor Shares Surge on Privatization, Unit List Plan (1) Longer term, a strong performance by Voyah would not only validate Dongfeng’s strategy for the stock, but could also encourage other Chinese companies to pursue similar carve‑outs. It’s also a shot in the arm for Hong Kong’s event‑driven trading scene, which has struggled to regain global investor interest after a high-profile collapse involving China Traditional Chinese Medicine Hold...
Explore the exciting world of Microsoft (NASDAQ: MSFT) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of Feb. 4, 2026. The video was published on March 18, 2026. Continue reading
Explore the exciting world of Microsoft (NASDAQ: MSFT) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of Feb. 4, 2026. The video was published on March 18, 2026. Continue reading
In this article .DJI .SPX .IXIC Follow your favorite stocks CREATE FREE ACCOUNT Oil spiking and hot inflation data shook Wednesday's stock market, leaving investors with few places to hide. But there's still room to nibble on select stocks, according to CNBC's Jim Cramer . "If I didn't own it, I would buy the stock of Nvidia ," Cramer said on " Mad Money ," explaining that the AI-leader and CNBC I...
In this article .DJI .SPX .IXIC Follow your favorite stocks CREATE FREE ACCOUNT Oil spiking and hot inflation data shook Wednesday's stock market, leaving investors with few places to hide. But there's still room to nibble on select stocks, according to CNBC's Jim Cramer . "If I didn't own it, I would buy the stock of Nvidia ," Cramer said on " Mad Money ," explaining that the AI-leader and CNBC Investing Club pick is not tied to the Iran war or pegged to stagflation concerns. "Its lack of upside has more to do with the structure of the market. Nvidia is over-owned right now." For the past eight months, Nvidia's stock has been muted despite positive updates and stellar earnings. Cramer believes it could finally break out if everything the company announced at this week's GTC developers event — including a new inference chip and $1 trillion of expected Blackwell and Vera Rubin orders through 2027 — comes to fruition. Cramer was at the conference in California earlier this week and interviewed a very bullish Jensen Huang for Tuesday evening's "Mad Money." The CEO expanded on those announcements and called AI agent maker OpenClaw the next ChatGPT. Stocks like Nvidia are "too cheap to avoid" on a forward price-to-earnings basis, Cramer said, with the caveat to buy some but not a lot due to the macro uncertainty. Analysts at Cantor Fitzgerald see a path to earnings per share of $15 in 2027, which, if realized, would put Nvidia stock at about 12 times 2027 EPS estimates. The S&P 500 trades at 18 times. As for the broader market, the Dow Jones Industrial Average ended at a 2026 closing low Wednesday, sinking more than 750 points, or 1.6%, on inflation fright that was fueled by soaring oil prices from the war and a hot wholesale inflation report for February, which measured before the U.S. and Israel attacked Iran on February 28. The first spikes in oil didn't come until the first trade day on March 2. The S&P 500 fell 1.36%, while the Nasdaq dropped 1.46%. Federal Reserve ...
Wells Fargo & Co. has hired Derek Keller from UBS Group AG as a managing director and head of M&A structuring, according to people familiar with the matter. Keller, who will start at Wells Fargo after a standard period of leave, will be based in New York and report to Jeff Hogan, the bank’s global head of M&A, the people said, asking not to be identified because the information wasn’t public yet. ...
Wells Fargo & Co. has hired Derek Keller from UBS Group AG as a managing director and head of M&A structuring, according to people familiar with the matter. Keller, who will start at Wells Fargo after a standard period of leave, will be based in New York and report to Jeff Hogan, the bank’s global head of M&A, the people said, asking not to be identified because the information wasn’t public yet. Before UBS where he was also head of M&A structuring, Keller was a managing director at Barclays Plc. Keller advised Exelon Corp. on its spinoff of Constellation Energy Corp. and Marathon Petroleum Corp. on the sale of Speedway gas stations to 7-Eleven Inc., the people said. A spokesperson for Wells Fargo confirmed the hire and declined to comment further. A representative for UBS didn’t immediately respond to a request for comment. San Francisco-based Wells Fargo has been on a senior banker hiring spree , part of the bank’s ambition to establish a stronger presence on Wall Street under Chief Executive Officer Charlie Scharf and Fernando Rivas , the CEO of corporate and investment banking.
Oracle (NYSE:ORCL) has rolled out Restaurant Suites Management for its Simphony Cloud POS, aimed at hospitality and entertainment venues. The company has also introduced Mobile Order & Pay capabilities so guests can order and pay from their devices. These additions extend Oracle's cloud SaaS offerings further into hospitality-focused operations and guest services. For investors watching Oracle, th...
Oracle (NYSE:ORCL) has rolled out Restaurant Suites Management for its Simphony Cloud POS, aimed at hospitality and entertainment venues. The company has also introduced Mobile Order & Pay capabilities so guests can order and pay from their devices. These additions extend Oracle's cloud SaaS offerings further into hospitality-focused operations and guest services. For investors watching Oracle, this move adds another piece to the broader cloud and SaaS story beyond core enterprise IT. By leaning into hospitality and entertainment workflows, NYSE:ORCL is connecting its existing Simphony Cloud POS footprint with tools that are designed for venue operations and guest experience. The new Restaurant Suites Management and Mobile Order & Pay features also align with long running themes around digital ordering, contactless payments, and data driven operations in hotels, stadiums, and restaurants. For readers tracking Oracle's mix of revenue streams, these kinds of product launches can be useful markers of where management is choosing to focus development resources within the wider cloud portfolio. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on Oracle. NYSE:ORCL Earnings & Revenue Growth as at Mar 2026 Advertisement Quick Assessment ✅ Price vs Analyst Target : At US$152.90 against a consensus target of about US$249.02, the price sits roughly 39% below analyst expectations. : At US$152.90 against a consensus target of about US$249.02, the price sits roughly 39% below analyst expectations. ✅ Simply Wall St Valuation : Shares are flagged as undervalued, trading about 41% below an estimated fair value. : Shares are flagged as undervalued, trading about 41% below an estimated fair value. ❌ Recent Momentum: The 30 day return is about 4.5% lower, so the short term trend has been weak. There is only one way to know the right time to buy, sell or hold Oracle. Head to Simply Wall St's . Key Consi...
narvo vexar/iStock via Getty Images Introduction and Investment Thesis After a brutal start to 2026, the Software Sector ETF ( IGV ) has finally started to outperform the S&P 500 ( SPY ) in March. But I don’t think the recovery in the sector will be widespread across all companies. As agentic AI rewrites the software tech stack, Nvidia’s (NASDAQ: NVDA ) GTC 2026 saw some key announcements with Ope...
narvo vexar/iStock via Getty Images Introduction and Investment Thesis After a brutal start to 2026, the Software Sector ETF ( IGV ) has finally started to outperform the S&P 500 ( SPY ) in March. But I don’t think the recovery in the sector will be widespread across all companies. As agentic AI rewrites the software tech stack, Nvidia’s (NASDAQ: NVDA ) GTC 2026 saw some key announcements with OpenClaw, NemoClaw, and Agent Toolkit, which will empower all SaaS (Software as a Service) companies to transition toward GaaS (Agentic as a Service) as the revenue model shifts from seat-based to consumption-based, while Nvidia positions itself as the default orchestration layer, even when the workload does not start on Nvidia’s silicon. At the start of the month, I wrote a post outlining my three picks that I believe are best positioned in the Agentic AI era, which include Palantir (NASDAQ: PLTR ), Cloudflare (NYSE: NET ), and ServiceNow (NYSE: NOW ), with all three outperforming the Software Sector ETF as well as the S&P 500 since the start of March, as can be seen below. SA: Price performance of top three picks from the start of March However, there are also companies in the software sector that I believe face real commoditization risks, especially after the announcements made at Nvidia’s GTC. This is the case, as these businesses are just a workflow management solution with a nice UI around it, where a user logs in and moves tasks through a workflow. Unfortunately, in the Agentic AI era, where agents can autonomously run organization workflows while Nvidia’s stack becomes the control plane, the seat-based revenue model of these above companies collapses drastically. In this post, I will highlight three companies that I’m avoiding in the software recovery trade and provide an update on how Nvidia’s stack will enable software companies to transition from SaaS to GaaS in the coming years. All SaaS Will Become GaaS: The Updated Stack After GTC '26 The centerpiece of Nvidia’s ...
Meta Platforms, Inc. (NASDAQ:META - Get Free Report) Director Robert Kimmitt sold 580 shares of Meta Platforms stock in a transaction on Monday, March 16th. The shares were sold at an average price of $632.02, for a total transaction of $366,571.60. Following the completion of the sale, the director directly owned 4,427 shares of the company's stock, valued at approximately $2,797,952.54. This tra...
Meta Platforms, Inc. (NASDAQ:META - Get Free Report) Director Robert Kimmitt sold 580 shares of Meta Platforms stock in a transaction on Monday, March 16th. The shares were sold at an average price of $632.02, for a total transaction of $366,571.60. Following the completion of the sale, the director directly owned 4,427 shares of the company's stock, valued at approximately $2,797,952.54. This trade represents a 11.58% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Get Meta Platforms alerts: Sign Up Meta Platforms Stock Down 1.1% Shares of NASDAQ META traded down $6.98 during trading on Wednesday, hitting $615.68. 11,697,104 shares of the company traded hands, compared to its average volume of 14,986,292. The firm has a market capitalization of $1.56 trillion, a price-to-earnings ratio of 26.20, a P/E/G ratio of 0.97 and a beta of 1.30. The business's fifty day moving average is $651.86 and its 200 day moving average is $675.20. The company has a debt-to-equity ratio of 0.27, a quick ratio of 2.60 and a current ratio of 2.60. Meta Platforms, Inc. has a fifty-two week low of $479.80 and a fifty-two week high of $796.25. Meta Platforms (NASDAQ:META - Get Free Report) last issued its earnings results on Wednesday, January 28th. The social networking company reported $8.88 EPS for the quarter, beating analysts' consensus estimates of $8.16 by $0.72. The business had revenue of $59.89 billion during the quarter, compared to analyst estimates of $58.33 billion. Meta Platforms had a return on equity of 38.61% and a net margin of 30.08%.The firm's revenue was up 23.8% compared to the same quarter last year. During the same period in the previous year, the company posted $8.02 EPS. Equities research analysts predict that Meta Platforms, Inc. will post 26.7 earnings per share for the current fiscal year. Meta Platforms Announces Dividend The company also recently announced a quarter...
By Anirban Sen NEW YORK, March 18 (Reuters) - Jasjeet Sekhon, a top Bridgewater Associates executive, is joining Google's artificial intelligence unit DeepMind as its chief strategy officer, DeepMind founder Demis Hassabis said on Wednesday. Sekhon, who served as chief scientist and head of AI, will join Bridgewater's board of directors after leaving his current roles there, according to a post...
By Anirban Sen NEW YORK, March 18 (Reuters) - Jasjeet Sekhon, a top Bridgewater Associates executive, is joining Google's artificial intelligence unit DeepMind as its chief strategy officer, DeepMind founder Demis Hassabis said on Wednesday. Sekhon, who served as chief scientist and head of AI, will join Bridgewater's board of directors after leaving his current roles there, according to a post by Hassabis on LinkedIn. Alphabet-owned Google has narrowed the gap with AI market leaders OpenAI and Anthropic, after initially scrambling to retain the dominance it has long enjoyed in the search industry. Over the past year, Google's DeepMind unit has launched several new AI offerings, including an upgraded chatbot and AI model known as Gemini, as well as a new AI photo editor, Nano Banana. Google's advances in AI have helped the tech company's shares nearly double in value over the past year. Sekhon joined Bridgewater in 2018 and played a key role in building its AI research and investment lab called AIA Labs, which is led by the firm's Co-Chief Investment Officer Greg Jensen. Sekhon, who did not hold any investing responsibilities at Bridgewater, has previously held professorships at several U.S. universities, including Harvard, University of California, Berkeley, and most recently, Yale. Bridgewater, which is led by CEO Nir Bar Dea, posted the highest profit in its 50-year history in 2025, with its flagship fund Pure Alpha delivering a 34% return. It recently named Bob Prince, one of its CIOs and a firm veteran of four decades, as the chair of its board of directors. The hedge fund firm recently projected that technology companies led by Alphabet, Amazon, Meta and Microsoft will collectively invest about $650 billion to scale up AI-related infrastructure this year. Bridgewater, which managed about $92 billion of assets at the end of September, operates numerous macro funds focused on various areas and regions, including the Pure Alpha fund, the All We...
Plug Power (NASDAQ:PLUG) developer of hydrogen fuel cell systems for electric equipment and vehicles, closed Wednesday at $2.32, down 0.43%. The stock slipped alongside sector peers. Trading volume reached 84.1 million shares, coming in 15% below its three-month average of 96.8 million shares. Plug Power IPO'd in 1999 and soared in the first few months of trading. It has fallen 99% since going pub...
Plug Power (NASDAQ:PLUG) developer of hydrogen fuel cell systems for electric equipment and vehicles, closed Wednesday at $2.32, down 0.43%. The stock slipped alongside sector peers. Trading volume reached 84.1 million shares, coming in 15% below its three-month average of 96.8 million shares. Plug Power IPO'd in 1999 and soared in the first few months of trading. It has fallen 99% since going public. How the markets moved today The S&P 500 (SNPINDEX:^GSPC) fell 1.36% to 6,625, while the Nasdaq Composite (NASDAQINDEX:^IXIC) lost 1.46% to finish at 22,152. Among other hydrogen stocks, Bloom Energy (NYSE:BE) closed down 2.17% at $156.58 and Ballard Power Systems (NASDAQ:BLDP) fell 2.61% to end at $2.61. What this means for investors Today’s slight decline may be just a blip on Plug Power’s 25-year outlook. The company seems to be starting to turn things around. It has a new CEO in Jose Luis Crespo, and the stock has gained 24.73% in the past month. Its Q4 earnings beat analyst estimates. However, in addition to potential liquidity challenges further down the road, Plug Power may face some legal issues. Several securities class action lawsuits have been filed against the firm, alleging it misrepresented activities related to a $1.66 billion Department of Energy loan. The lawsuits are not new, but a slew of legal press releases today and yesterday may have impacted the stock. Investors who see opportunities in the new leadership and strategic shifts will be watching to see how these cases impact Plug Power’s recovery narrative. Should you buy stock in Plug Power right now? Before you buy stock in Plug Power, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Plug Power wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recomm...
Everything, Everywhere, All At Once Authored by No1 at Gold & Geopolitics substack, Let me start with a number . In 1980, when the Iran-Iraq war disrupted global oil supply, the volume lost was around 4 million barrels per day. Painful. The world went into recession. Volcker raised rates to 20% to kill inflation. It nearly killed the economy in the process. We called it a crisis and we meant it. T...
Everything, Everywhere, All At Once Authored by No1 at Gold & Geopolitics substack, Let me start with a number . In 1980, when the Iran-Iraq war disrupted global oil supply, the volume lost was around 4 million barrels per day. Painful. The world went into recession. Volcker raised rates to 20% to kill inflation. It nearly killed the economy in the process. We called it a crisis and we meant it. The current Hormuz blockade is running at roughly 20 million barrels per day. The futures market, in its infinite wisdom, is pricing a quick resolution. Trump says the war is “basically over”. His Defence Secretary says it’s “only just the beginning”. One of them presumably has read the intelligence reports. The other has a golf course booked. That’s the pin. But that’s not the bubble. My estimation where mines are likely placed (from “War is Peace”) Even in the most optimistic scenario - ceasefire tomorrow, everybody shakes hands - the Maersk CEO noted it takes at least ten days after a ceasefire for tanker insurance to clear. Then mine-clearing: Iran has been laying mines in the Strait, and removing them will take weeks to months. Then tankers reposition, loads getting secured, and finally the flow resumes. The oil futures curve is pricing step five as if it follows step one with a 48-hour lag. It cannot physically happen on that timeline. And Iran isn’t just shooting wildly at targets. Yesterday, Fujairah - the world-class bunkering hub sitting outside the Strait, the bypass everyone assumed would soften the blow - has been deliberately targeted. Tehran isn’t just closing Hormuz. It’s also closing the workarounds. One by one. Iran got fed up and decided to take down the imposed sanctions one way or another. And USrael just gave them the ultimate excuse. If you’ve been reading my silver papers, you know there is a gap. A gap I call “PvP”… No not the gaming term. The Paper vs Physical. And oh boy. Is it screaming!! Brent futures in New York closed Friday at $104. Elevated b...