Patsperspective/iStock via Getty Images Cameco Corporation ( CCJ ) is a giant in the world of uranium producers and a growing piece of the global nuclear fuel industry. The company operates across the full nuclear energy supply chain, from uranium mining to fuel services. They are now positioned as a vertically integrated provider of fuel for nuclear power plants and are well diversified with reac...
Patsperspective/iStock via Getty Images Cameco Corporation ( CCJ ) is a giant in the world of uranium producers and a growing piece of the global nuclear fuel industry. The company operates across the full nuclear energy supply chain, from uranium mining to fuel services. They are now positioned as a vertically integrated provider of fuel for nuclear power plants and are well diversified with reactors across the globe. Seeking Alpha I gave this stock a buy rating in November, which has since resulted in a 47% gain. Even with the 192% price return over the last year, I still have CCJ as a buy. The recent Q4 earnings yielded mostly strong data for the quarter and 2025 year-end totals. Even though there are some headwinds, operations have excelled for CCJ. The company is incredibly well-diversified with its global presence across the fuel cycle. Uranium demand looks robust into the future, and CCJ keeps rising among their peers by market share. The stock is valued high, but earnings growth is showcasing that its value is actually much better than the stock's history says. Unpacking Q4 And Annual Results CCJ Q4 adjusted EPS was $0.37, up 45% YoY, and revenue was an all-time high of $881.9 million. Full-year revenue was 11% greater in 2025, and annual gross profit was 24% more than the prior year. Cash from continuing operations was up 56% as operational efficiencies were apparent and strong. They finished 2025 with $1.2 billion in cash and $1.0 billion in debt. Their debt to equity has been pretty stable in recent quarters, and right now current assets are nearly 2.5x current liabilities. Adjusted EBITDA was up 26%, as core profitability has been a huge driver for CCJ’s 2025 success. Profit Expansion Macrotrends The gain in gross profit is not just due to the rise in uranium prices. Average realized price for uranium in 2025 was $62.11, up 6% from the year prior. Gross profit gained 24% as the firm continues to prioritize longer-term contract strategies to improve on fi...
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors. Even among blue-chip stocks, not all investments are created equal - which is why we built StockStory to help you navigate the market. Keeping that in mind, h...
The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors. Even among blue-chip stocks, not all investments are created equal - which is why we built StockStory to help you navigate the market. Keeping that in mind, here is one S&P 500 stock that could deliver good returns and two best left off your watchlist. Two Stocks to Sell: Akamai Technologies (AKAM) Market Cap: $14.92 billion With a massive distributed network spanning 4,100+ points of presence in nearly 130 countries, Akamai Technologies (NASDAQ:AKAM) provides a global distributed cloud platform that helps businesses deliver, secure, and optimize their digital experiences online. Why Is AKAM Risky? Muted 5.1% annual revenue growth over the last two years shows its demand lagged behind its software peers Sky-high servicing costs result in an inferior gross margin of 58.9% that must be offset through increased usage Extended payback periods on sales investments suggest the company’s platform isn’t resonating enough to drive efficient sales conversions At $103.40 per share, Akamai Technologies trades at 3.3x forward price-to-sales. Check out our free in-depth research report to learn more about why AKAM doesn’t pass our bar. West Pharmaceutical Services (WST) Market Cap: $17.92 billion Founded in 1923 and serving as a critical link in the pharmaceutical supply chain, West Pharmaceutical Services (NYSE:WST) manufactures specialized packaging, containment systems, and delivery devices for injectable drugs and healthcare products. Why Are We Wary of WST? 2.1% annual revenue growth over the last two years was slower than its healthcare peers Costs have risen faster than its revenue over the last five years, causing its adjusted operating margin to decline by 6.7 percentage points Waning returns on capital imply its previous profit engi...
alexsl Wall Street's major indexes opened lower on Thursday as investors weighed escalating geopolitical tensions in the Middle East and rising oil prices following military confrontations between the U.S. and Iran. The benchmark S&P 500 ( SP500 ) was last -0.4%, while the Nasdaq Composite ( COMP:IND ) was -0.1%, and the blue-chip Dow ( DJI ) was -0.9%. Oil prices ( CL1:COM ) rose 4.6% to over $78...
alexsl Wall Street's major indexes opened lower on Thursday as investors weighed escalating geopolitical tensions in the Middle East and rising oil prices following military confrontations between the U.S. and Iran. The benchmark S&P 500 ( SP500 ) was last -0.4%, while the Nasdaq Composite ( COMP:IND ) was -0.1%, and the blue-chip Dow ( DJI ) was -0.9%. Oil prices ( CL1:COM ) rose 4.6% to over $78 after the IRGC said it would intensify and expand strikes in the coming days, while the U.S. confirmed it had sunk an Iranian warship in the Indian Ocean near Sri Lanka. There is also un certainty on when shipping will resume through the Strait of Hormuz, with U.S. Defense Secretary Pete Hegseth offering little clarity on the conflict’s duration, saying “it could be six, it could be eight, it could be three” weeks. Over in the bond market, U.S. Treasury yields moved higher across the curve amid geopolitical uncertainty. The benchmark 10-year Treasury yield ( US10Y ) rose 5 basis points to 4.15%, while the 2-year Treasury yield ( US2Y ) gained 3 basis points to 3.59%. On the U.S. economy, U.S.-based employers announced 55% less job cuts in February, down 72% from a year ago, according to the Challenger, Gray & Christmas report. Also, the U.S. Department of Labor reported that initial jobless claims held at 213K for the week ending on Feb. 28. “The latest Challenger Report for the U.S. is a relief after the shock of its previous monthly release. Following January's layoffs, which surged to their highest levels since 2009, February’s data is significantly less alarming. At 48,307, layoffs were less than half the previous level, while hiring activity picked up,” said Mohamed El-Erian, chief economic adviser at Allianz. In addition, nonfarm productivity rose by 2.8% QoQ in Q4 2025, vs. 5.2% (revised from +4.9%) in Q3, according to the Bureau of Labor Statistics. Lastly, U.S. import prices rose 0.2% MoM in January, lower than consensus and stalling from the prior month's reading...
AMD has begun staging AMDGPU and AMDKFD kernel driver improvements for the upcoming Linux 7.1 cycle.Sent out yesterday was the first round of "new stuff" for the AMDGPU kernel graphics driver and AMDKFD compute driver ahead of the Linux 7.1 merge window opening in mid-April.Included with this pull is enabling the Display Core Next v4.2 (DCN 4.2) IP. DCN 4.2 is for upcoming AMD graphics hardware bu...
AMD has begun staging AMDGPU and AMDKFD kernel driver improvements for the upcoming Linux 7.1 cycle.Sent out yesterday was the first round of "new stuff" for the AMDGPU kernel graphics driver and AMDKFD compute driver ahead of the Linux 7.1 merge window opening in mid-April.Included with this pull is enabling the Display Core Next v4.2 (DCN 4.2) IP. DCN 4.2 is for upcoming AMD graphics hardware but as usual for their block-by-block IP versioning approach, it's not yet clear what upcoming products will be featuring this updated display engine.Back in Linux 7.0 AMD introducing the new GFX 12.1 IP for an updated RDNA4 graphics engine. For this new round of patches for Linux 7.1, there are further updates to the AMD GFX 12.1 target. It's quite possible and likely that the DCN 4.2 display IP is for pairing with the GFX 12.1 graphics engine. Notable with the new GFX12.1 additions for Linux 7.1 is that GFX12.1 will have a scratch memory limit of up to 57 bits of data compared to 32 bits on existing AMD GPUs. This 57-bit address support is part of 5-level page tables support that was previously prepared for the AMDKFD driver. Another notable change with the AMDGPU updates for Linux 7.1 is enabling Display Core "DC" usage by default for GCN 1.1 / Sea Islands APUs. This comes with now having DC support for the NUTMEG and TRAVIS DisplayPort bridges. This is the remaining GCN 1.0/1.1 work by Timur on Valve's Linux graphics driver team for enhancing the GCN 1.1 APU support with the AMDGPU driver The new round of AMDGPU patches for Linux 7.1 also bring user queue "UserQ" updates, ring reset improvements, SDMA updates, and other improvements. More details for those interested via this pull request . There still are a few more weeks to go for additional AMDGPU/AMDKFD feature material to queue ahead of April's Linux 7.1 merge window.
Shares of Broadcom Inc. AVGO jumped nearly 5% in the extended trading hours on March 4, 2026, (as cited in CNBC) following the company’s upbeat first-quarter fiscal 2026 results. The company, set to achieve AI revenues from chips in excess of $100 billion in 2027, as mentioned by its CEO on its earnings call, must have impressed investors, which was duly reflected in the chipmaker’s gain in the af...
Shares of Broadcom Inc. AVGO jumped nearly 5% in the extended trading hours on March 4, 2026, (as cited in CNBC) following the company’s upbeat first-quarter fiscal 2026 results. The company, set to achieve AI revenues from chips in excess of $100 billion in 2027, as mentioned by its CEO on its earnings call, must have impressed investors, which was duly reflected in the chipmaker’s gain in the after-hours trading session. The company’s fiscal second-quarter revenue guidance also came in better than Wall Street’s $20.53 billion. Against this backdrop, investors interested in this tech leader, as well as wanting to gain exposure to the AI industry, might want to add AVGO to their portfolio. However, one must be mindful of the fact that investing in a single stock comes with its share of risk. For instance, in the case of AVGO, these risks come in the form of high customer concentration in its custom AI chip business, with a large portion of revenues coming from a handful of hyperscale clients. This creates high revenue volatility if any major customer shifts to in-house chip development or slows orders. Therefore, for investors looking to capitalize on AVGO’s better-than-expected revenue growth from its AI business without being fully exposed to the company-specific challenges, a more prudent strategy would be to invest in exchange-traded funds (ETFs) with significant exposure to this chipmaker. This approach should help mitigate risks from customer concentration—such as Broadcom's reliance on a handful of hyperscale clients—or geopolitical factors like recent government scrutiny of its customer Anthropic. But before diving straight into these ETFs, let us review AVGO’s overall performance in the fiscal first quarter. A Brief Analysis of AVGO’s Q1 Results Broadcom’s first-quarter fiscal 2026 adjusted earnings per share surpassed the Zacks Consensus Estimate by 1% and surged 28.1% year over year. Its revenues rose 29% year over year and beat the consensus mark by a wh...
Shabana Mahmood has put herself on a collision course with Labour MPs after announcing a set of changes to the immigration system that one backbencher said mimicked Donald Trump and another claimed would lead to a Windrush-style scandal. The home secretary announced her plans on Thursday, including an end to permanent refugee status and the removal of government support from asylum seekers who are...
Shabana Mahmood has put herself on a collision course with Labour MPs after announcing a set of changes to the immigration system that one backbencher said mimicked Donald Trump and another claimed would lead to a Windrush-style scandal. The home secretary announced her plans on Thursday, including an end to permanent refugee status and the removal of government support from asylum seekers who are deemed not to need it or who break the law. She also launched a pilot project to pay 150 families whose asylum claims have been rejected up to £40,000 each to voluntarily leave the country, or face forcible removal at the hands of law enforcement officials. Those families have been contacted and have seven days to decide whether to accept or refuse the offer. In a speech in central London, Mahmood said: “The generosity of the British people will become conditional on those seeking asylum following the law, living by our rules and not working. “Taxpayer-funded accommodation will be received in reserve for those who have no right to work and will otherwise be destitute, such as for any British citizen. Rights must come with responsibilities, and British taxpayers cannot be expected to fund the lives of those who refuse.” She said the proposals were needed to restore control at the border and combat the rising appeal of hard-right parties such as Reform UK. “If we don’t resolve these problems, others with none of our values will be given the chance to do so instead,” she said. The plans triggered an immediate backlash from Labour MPs, who said they were unfair and risked further alienating core Labour support after last week’s damaging byelection loss to the Greens. Tony Vaughan, the Labour MP for Folkestone and Hythe, organised a letter that he said had been signed by 100 of his party colleagues, saying that the proposals undermined the government’s commitment to integration and social cohesion. He said: “We can change our immigration system for the better without forgetting...
mymy87/iStock Editorial via Getty Images Apple ( AAPL ) unleashed a slate of new hardware this week, with several new products featuring Apple's in-house silicon, the M5 chips, which boast four times the GPU computing power of their predecessor. These new products improve artificial intelligence-enabled workflows on its new laptops and will provide a revenue catalyst, according to Wedbush. "AAPL l...
mymy87/iStock Editorial via Getty Images Apple ( AAPL ) unleashed a slate of new hardware this week, with several new products featuring Apple's in-house silicon, the M5 chips, which boast four times the GPU computing power of their predecessor. These new products improve artificial intelligence-enabled workflows on its new laptops and will provide a revenue catalyst, according to Wedbush. "AAPL launched its M5 Pro and M5 Max chips for its MacBook Pro devices, which are built on Apple’s new Fusion Architecture, which combines two dies into a single system on chip that includes a CPU, scalable GPU, Media Engine, unified memory controller, neural engine at the core, and thunderbolt capability," said Wedbush analysts, led by Dan Ives, in an investor note. "The M5 Pro and M5 Max are over 4x the peak GPU compute for AI compared to M4 increasing its graphics capabilities by 35%, creating an improved performance across Apple Silicon." On Monday, Apple unveiled two new products, an updated low-end iPhone, known as the iPhone 17e, and a refreshed iPad Air. On Tuesday, the Cupertino company took the wraps off its new MacBook Air and MacBook Pro laptops , which also included the new M5 Pro and M5 Max processors. Finally, on Wednesday, it introduced its highly anticipated, low-cost MacBook Neo . "While investors across the tech landscape have worried endlessly about the memory price impacts, Apple announced a slew of price increases across its new products alleviating concerns surrounding the tech trade," Ives said. "Both updated MacBooks are seeing an increase in ASPs with the MacBook Air starts at $1,099 for the 13-inch model (up from $999) and $1,299 for the 15-inch (up from $1,199) while the MacBook Pro is priced at $2,199 (up from $1,999) and the 16-inch is priced at $3,899 (up $400 from prior model) as the company looks to pass through cost increases from memory onto the consumer to improve/maintain its margin profile." "We believe that putting higher ASPs across its port...
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Key Points The most likely path is steady compounding with stabilized margins. The most significant upside lies in fintech becoming the primary profit engine. The worst-case scenario is structural margin compression from sustained competition. 10 stocks we like better than MercadoLibre › When investors think about MercadoLibre (NASDAQ: MELI), the debate usually centers on the next quarter: margins...
Key Points The most likely path is steady compounding with stabilized margins. The most significant upside lies in fintech becoming the primary profit engine. The worst-case scenario is structural margin compression from sustained competition. 10 stocks we like better than MercadoLibre › When investors think about MercadoLibre (NASDAQ: MELI), the debate usually centers on the next quarter: margins, shipping subsidies, competition in Brazil, and credit growth trends. But short-term volatility rarely defines long-term winners. A more helpful question is this: Where could MercadoLibre realistically be by 2029? Not in terms of stock price, but in terms of identity, profitability, and strategic position. 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 » Three potential paths stand out. Scenario 1: The durable Latin American compounder The most likely outcome is not dramatic but a result of disciplined execution. In this scenario, MercadoLibre continues to grow revenue at 20% to 25% annually. E-commerce penetration rises steadily in Brazil and Mexico. Mercado Pago deepens its presence in everyday transactions. Credit growth moderates but remains controlled. Most importantly, margins stabilize. Logistics efficiency improves with scale. Advertising becomes a larger revenue contributor, and fintech begins offsetting thinner marketplace spreads. Operating leverage returns gradually but consistently. In short, three years from now, MercadoLibre looks less like a volatile growth stock and more like regional digital infrastructure. It becomes: The default marketplace for Latin America's middle class. A leading digital wallet embedded in daily life. A logistics backbone serving millions of small merchants. The "hyper-growth premium" fades, but earnings visibility improves over time, and free cash flow expands. Th...
luismmolina/iStock via Getty Images GeoPark ( GPRK ) +3.3% in early trading Thursday after announcing a $107M private investment from Colden Investments, an affiliate of Latin American investment firm Grupo Gilinski. Colden acquired nearly 12.9M newly issued common shares at $8.31 each, which gives the firm ~20% of GeoPark's ( GPRK ) outstanding shares, making it the company's largest shareholder....
luismmolina/iStock via Getty Images GeoPark ( GPRK ) +3.3% in early trading Thursday after announcing a $107M private investment from Colden Investments, an affiliate of Latin American investment firm Grupo Gilinski. Colden acquired nearly 12.9M newly issued common shares at $8.31 each, which gives the firm ~20% of GeoPark's ( GPRK ) outstanding shares, making it the company's largest shareholder. Under the agreement, Colden can nominate two directors to GeoPark's ( GPRK ) nine-member board, with the opportunity to nominate a third director if its ownership stake increases to 28% or more. GeoPark ( GPRK ) said it plans to use the capital for acquisitions aligned with its strategy, organic development in Colombia and Argentina, maintaining its balance sheet, and other corporate initiatives. The company said Colden's investment reflects alignment with its "strategic ambition to become the leading independent oil and gas platform in Latin America through disciplined organic and inorganic growth." More on GeoPark GeoPark Q4 2025 Earnings Call Transcript GeoPark: High Potential But Still A Long Way To Go After Its Landing In Vaca Muerta Seeking Alpha’s Quant Rating on GeoPark
Research analysts at Loop Capital assumed coverage on shares of Astera Labs (NASDAQ:ALAB - Get Free Report) in a research report issued to clients and investors on Thursday, MarketBeat.com reports. The brokerage set a "buy" rating and a $250.00 price target on the stock. Loop Capital's target price points to a potential upside of 110.08% from the stock's previous close. A number of other research ...
Research analysts at Loop Capital assumed coverage on shares of Astera Labs (NASDAQ:ALAB - Get Free Report) in a research report issued to clients and investors on Thursday, MarketBeat.com reports. The brokerage set a "buy" rating and a $250.00 price target on the stock. Loop Capital's target price points to a potential upside of 110.08% from the stock's previous close. A number of other research analysts have also recently commented on the company. Wall Street Zen cut Astera Labs from a "buy" rating to a "hold" rating in a research report on Tuesday, November 11th. Weiss Ratings lowered shares of Astera Labs from a "hold (c-)" rating to a "sell (d+)" rating in a report on Monday, February 23rd. Needham & Company LLC boosted their target price on shares of Astera Labs from $205.00 to $220.00 and gave the company a "buy" rating in a research report on Wednesday, November 5th. Raymond James Financial assumed coverage on shares of Astera Labs in a research report on Friday, November 21st. They set a "hold" rating on the stock. Finally, Barclays set a $165.00 price objective on shares of Astera Labs in a research note on Thursday, January 15th. Fifteen analysts have rated the stock with a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Astera Labs has an average rating of "Moderate Buy" and an average target price of $195.89. Get Astera Labs alerts: Sign Up Read Our Latest Stock Analysis on Astera Labs Astera Labs Trading Up 4.6% NASDAQ ALAB opened at $119.00 on Thursday. Astera Labs has a 1-year low of $47.13 and a 1-year high of $262.90. The company has a 50 day moving average of $154.84 and a 200-day moving average of $170.88. The company has a market cap of $20.26 billion, a price-to-earnings ratio of 97.54, a PEG ratio of 2.16 and a beta of 1.74. Astera Labs (NASDAQ:ALAB - Get Free Report) last issued its quarterly earnings results on Tuesday, February 10th. The company reported $0.58 earn...
adventtr Astera Labs ( ALAB ) was in focus on Thursday as Loop Capital started coverage on the semiconductor company with a Buy rating and a $250 price target. “We’re initiating with a Buy and a $250 PT as we see ALAB as the company most representing a diversified AI silicon 'pure play' (outside of NVDA),” analyst Ananda Baruah wrote in a note to clients. “ALAB has opportunity across essentially a...
adventtr Astera Labs ( ALAB ) was in focus on Thursday as Loop Capital started coverage on the semiconductor company with a Buy rating and a $250 price target. “We’re initiating with a Buy and a $250 PT as we see ALAB as the company most representing a diversified AI silicon 'pure play' (outside of NVDA),” analyst Ananda Baruah wrote in a note to clients. “ALAB has opportunity across essentially all Gen AI silicon flavors (GPU, Tranium, TPU and the other XPUs) with solutions that address the most critical “pain points” inside the AI Server & Cluster experience. As servers and clusters become larger and more sophisticated (i.e. increasingly complex), ALAB becomes more both critical and valuable. Additionally, XPUs beyond NVDA GPU continue to amplify, ALAB stands to greatly benefit from stronger not only unit growth but from greatly increased $ content attach. Over time, we believe ALAB has a real opportunity to create some degree of moat-like stickiness as its predictive software and management capability (COSMOS) could become industry standard and a real performance amplifier.” More on Astera Labs Astera Labs, Inc. (ALAB) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Astera Labs: Most Attractive AI Crash Of The Season Astera Labs: The Market's Overreaction Hands Long-Term Buyers A Gift Astera Labs, Credo in focus as BNP remains bullish amid co-packaged optics concerns Astera Labs ticks up even as Citi puts on 30-day negative catalyst watch
adventtr Astera Labs ( ALAB ) was in focus on Thursday as Loop Capital started coverage on the semiconductor company with a Buy rating and a $250 price target. “We’re initiating with a Buy and a $250 PT as we see ALAB as the company most representing a diversified AI silicon 'pure play' (outside of NVDA),” analyst Ananda Baruah wrote in a note to clients. “ALAB has opportunity across essentially a...
adventtr Astera Labs ( ALAB ) was in focus on Thursday as Loop Capital started coverage on the semiconductor company with a Buy rating and a $250 price target. “We’re initiating with a Buy and a $250 PT as we see ALAB as the company most representing a diversified AI silicon 'pure play' (outside of NVDA),” analyst Ananda Baruah wrote in a note to clients. “ALAB has opportunity across essentially all Gen AI silicon flavors (GPU, Tranium, TPU and the other XPUs) with solutions that address the most critical “pain points” inside the AI Server & Cluster experience. As servers and clusters become larger and more sophisticated (i.e. increasingly complex), ALAB becomes more both critical and valuable. Additionally, XPUs beyond NVDA GPU continue to amplify, ALAB stands to greatly benefit from stronger not only unit growth but from greatly increased $ content attach. Over time, we believe ALAB has a real opportunity to create some degree of moat-like stickiness as its predictive software and management capability (COSMOS) could become industry standard and a real performance amplifier.” More on Astera Labs Astera Labs, Inc. (ALAB) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Astera Labs: Most Attractive AI Crash Of The Season Astera Labs: The Market's Overreaction Hands Long-Term Buyers A Gift Astera Labs, Credo in focus as BNP remains bullish amid co-packaged optics concerns Astera Labs ticks up even as Citi puts on 30-day negative catalyst watch
FangXiaNuo/iStock Unreleased via Getty Images Beijing-based e-commerce giant, JD.com ( JD ), is trading deep in the investor water well. The stock has lost three quarters of its value over the last five years, and there doesn’t appear to be an end in sight, with shares still struggling through the first quarter of 2026. Seeking Alpha - 5-YR Share Price Performance Of JD Stock The company has taken...
FangXiaNuo/iStock Unreleased via Getty Images Beijing-based e-commerce giant, JD.com ( JD ), is trading deep in the investor water well. The stock has lost three quarters of its value over the last five years, and there doesn’t appear to be an end in sight, with shares still struggling through the first quarter of 2026. Seeking Alpha - 5-YR Share Price Performance Of JD Stock The company has taken advantage of the slumping stock price to repurchase its own shares. In 2025, for example, JD repurchased +$3B of its shares or about 6% of its total outstanding at the end of the 2024 calendar year. I believe the stock is worth attention at current trading values, though I am hesitant to invest until I see clearer signs of bottom line recovery following JD’s efforts to tap a foothold into the food-delivery sector. JD Stock Key Metrics Shares in JD look cheap at current trading values . Very cheap. The current forward multiple of earnings sits at about 12x. Consider this against the 50x multiple investors paid five-years ago. More interesting is that its total enterprise value is just 0.13x forward sales, a fraction of the sector median of 1.2x. Seeking Alpha - Valuation Metrics Of JD Stock It’s not a surprise to me that the Seeking Alpha (“SA”) quants grade the stock positively on valuation, given its discount in seemingly every category. Negative momentum and earnings revisions, however, have ate into the quant ratings of JD, and this is the primary reason the stock is rated as a ‘hold’ overall by the quants. Both the broader SA analyst community and those on Wall Street would strongly disagree with these marks. The coverage data from the SA community, in particular, is stunning, in my view. Based on the chart below, there hasn’t been any neutral coverage on the stock over the past 3 years. Seeking Alpha - SA Analyst Ratings History On JD Stock Over Last 3 Years My ‘hold’ coverage, then, is definitely going to come off as an outlier. That said, I stand by my viewpoints he...
World Traveler/iStock via Getty Images The escalating conflict in Iran has sent some waves through energy markets, erasing the $50 and $60 ranges oil has traded in for the past nine months. As war risk premiums are factored in, the question remains over how high crude will go per barrel. WTI crude oil ( CL1:COM ) is currently changing hands up 3.6% to $77.38/bbl. A new poll conducted by Seeking Al...
World Traveler/iStock via Getty Images The escalating conflict in Iran has sent some waves through energy markets, erasing the $50 and $60 ranges oil has traded in for the past nine months. As war risk premiums are factored in, the question remains over how high crude will go per barrel. WTI crude oil ( CL1:COM ) is currently changing hands up 3.6% to $77.38/bbl. A new poll conducted by Seeking Alpha showed subscribers bracing for a significant, but targeted, price spike. While a return to extreme triple-digit scenarios is a risk, the current consensus suggests that supply disruption fears may be somewhat contained — for now. Seeking Alpha Based on the chart above, the weighted average of the lower bound sees a peak price of $86.60 in the current conflict, according to the over 1,000 responses to the survey. This is also in line with the largest single demographic (36.1% of all voters), who chose the "$80s" bracket as their maximum price. Helping to offset the bigger gains is a decision this week by OPEC+ (led by Saudi Arabia and Russia) to boost production for April 2026 as the Iran conflict lifts oil prices. The $80s range assumes that the Strait of Hormuz will continue to be mostly navigable despite Iranian officials threatening to "set fire" to ships in the strategic waterway. While a fifth of the world's oil and gas flows through the critical chokepoint, the U.S. has vowed to secure the corridor by escorting oil tankers through the strait if necessary. "No matter what, the United States will ensure the FREE FLOW of ENERGY to the WORLD," President Trump wrote this week on Truth Social. "The United States' ECONOMIC and MILITARY MIGHT is the GREATEST ON EARTH — More actions to come." While a blockade will likely be avoided, severe or prolonged disruptions could impact Persian Gulf shipping. In the event of additional interruptions, crude oil might rise even higher. Based on the midpoint ranges from the Seeking Alpha survey (e.g., $75 for the $70s bracket), an expe...
marrio31/iStock via Getty Images A tried-and-true way to invest in the AI theme has been to invest in the suppliers of so-called “picks and shovels.” The AI infrastructure providers are the sellers of these “picks and shovels” – players like Nvidia Corporation ( NVDA ), Taiwan Semiconductor ( TSM ), ASML Holding ( ASML ), etc. In addition, Advanced Micro Devices, Inc. ( AMD ) has emerged as an und...
marrio31/iStock via Getty Images A tried-and-true way to invest in the AI theme has been to invest in the suppliers of so-called “picks and shovels.” The AI infrastructure providers are the sellers of these “picks and shovels” – players like Nvidia Corporation ( NVDA ), Taiwan Semiconductor ( TSM ), ASML Holding ( ASML ), etc. In addition, Advanced Micro Devices, Inc. ( AMD ) has emerged as an underdog favorite in this space. In this article, I’m going to update my previous thesis on AMD in light of the company's most recent earnings report as well as other industry developments. I will argue that the market’s reaction to that earnings report, together with management’s lofty long-term goals, as well as recent industry developments – all of these highlight the core theme AMD investors face: significant downside risk resulting from sky-high expectations. Quarterly Earnings Recap AMD reported its latest earnings on February 3 rd , 2026, with the following highlights : Source: Seeking Alpha Beats across the aboard. What’s more, we had reiteration of key targets introduced at the Financial Analyst Day in November of 2025. In this regard, we had the following from CEO Lisa Su: “Looking further ahead, we see a clear path to achieve the ambitious targets we laid out at our Financial Analyst Day last November, including growing revenue at greater than 35% CAGR over the next 3 to 5 years, significantly expanding operating margins and generating annual EPS of more than $20 in the strategic time frame, driven by growth in all of our segments and the rapid scaling of our Data Center AI business.” – Earnings Call . Additionally, on the earnings call, there was further reiteration of the super-ambitious long-term Data Center segment targets, notably the target of a 60% CAGR for Data Center segment revenue over the next 3-5 years previously mentioned at the just-referenced Financial Analyst Day in November 2025: “And then Lisa, specific to 2026, can your Data Center revenues grow ...