Ramirez Asset Management Inc. trimmed its position in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 30.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,310 shares of the information services provider's stock after selling 4,030 shares during the quarter. Ramirez Asset Management Inc.'s holdings in Alph...
Ramirez Asset Management Inc. trimmed its position in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 30.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,310 shares of the information services provider's stock after selling 4,030 shares during the quarter. Ramirez Asset Management Inc.'s holdings in Alphabet were worth $2,267,000 as of its most recent filing with the Securities & Exchange Commission. Several other hedge funds also recently made changes to their positions in the company. University of Illinois Foundation purchased a new stake in Alphabet during the 2nd quarter valued at $31,000. Manning & Napier Advisors LLC purchased a new position in shares of Alphabet in the third quarter valued at about $32,000. Horrell Capital Management Inc. increased its position in shares of Alphabet by 100.0% in the second quarter. Horrell Capital Management Inc. now owns 200 shares of the information services provider's stock valued at $35,000 after acquiring an additional 100 shares during the period. Tripletail Wealth Management LLC bought a new position in shares of Alphabet during the third quarter valued at about $40,000. Finally, Decker Retirement Planning Inc. boosted its holdings in shares of Alphabet by 60.9% during the second quarter. Decker Retirement Planning Inc. now owns 251 shares of the information services provider's stock worth $45,000 after purchasing an additional 95 shares during the period. 27.26% of the stock is owned by hedge funds and other institutional investors. Get Alphabet alerts: Sign Up Alphabet News Summary Here are the key news stories impacting Alphabet this week: Analysts Set New Price Targets GOOG has been the topic of several recent analyst reports. Canaccord Genuity Group raised their target price on Alphabet from $330.00 to $390.00 and gave the stock a "buy" rating in a research note on Wednesday, January 7th. DZ Bank raised Alphabet to a "s...
Icon Advisers Inc. Co. decreased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 13.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 20,700 shares of the semiconductor company's stock after selling 3,300 shares during the period. Taiwan Semiconduct...
Icon Advisers Inc. Co. decreased its holdings in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 13.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 20,700 shares of the semiconductor company's stock after selling 3,300 shares during the period. Taiwan Semiconductor Manufacturing makes up about 1.3% of Icon Advisers Inc. Co.'s portfolio, making the stock its 15th largest position. Icon Advisers Inc. Co.'s holdings in Taiwan Semiconductor Manufacturing were worth $5,781,000 at the end of the most recent quarter. A number of other large investors have also recently made changes to their positions in TSM. Trustmark Bank Trust Department grew its holdings in shares of Taiwan Semiconductor Manufacturing by 3.1% during the third quarter. Trustmark Bank Trust Department now owns 25,326 shares of the semiconductor company's stock valued at $7,073,000 after buying an additional 765 shares during the last quarter. Marietta Investment Partners LLC raised its holdings in shares of Taiwan Semiconductor Manufacturing by 60.0% in the 3rd quarter. Marietta Investment Partners LLC now owns 8,828 shares of the semiconductor company's stock worth $2,466,000 after acquiring an additional 3,312 shares during the last quarter. Foresight Global Investors Inc. acquired a new stake in shares of Taiwan Semiconductor Manufacturing in the 3rd quarter worth about $606,000. Aptus Capital Advisors LLC lifted its position in Taiwan Semiconductor Manufacturing by 1.6% in the 3rd quarter. Aptus Capital Advisors LLC now owns 40,573 shares of the semiconductor company's stock valued at $11,332,000 after acquiring an additional 635 shares in the last quarter. Finally, Brooklyn FI LLC lifted its position in Taiwan Semiconductor Manufacturing by 41.0% in the 3rd quarter. Brooklyn FI LLC now owns 1,977 shares of the semiconductor company's stock valued at $552,000 after a...
Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images Investment Thesis FEMSA ( FMX ) trades at a very attractive EV-to-EBITDA multiple relative to its peers (8.7X TTM EV/EBITDA vs. Couche-Tard's 12.52X and Walmart de Mexico's 10.85X), providing for upside from OXXO's tremendous position and strengths in LatAm, where they have 26,000+ stores and are continuing to build their already fas...
Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images Investment Thesis FEMSA ( FMX ) trades at a very attractive EV-to-EBITDA multiple relative to its peers (8.7X TTM EV/EBITDA vs. Couche-Tard's 12.52X and Walmart de Mexico's 10.85X), providing for upside from OXXO's tremendous position and strengths in LatAm, where they have 26,000+ stores and are continuing to build their already fast-growing digital ecosystem (i.e., Spin fintech has 10.5 million users and is growing at 22% year-over-year; Premia has 28.1 million users, up 14% YoY; and tender is up 49.3%). A significant portion of FEMSA's cash flow will continue to support dividend growth (an ordinary increase of 3.7% has been proposed for 2026, as well as extraordinary payouts), stock buybacks, debt repayment, and future expansion (approximately 1,000 OXXO locations in Brazil, and same-store sales growth in the mid-single digits) by 2026. Ultimately, my buy recommendation is driven by the long-term and resilient secular trends occurring throughout Latam. Competitive Scene The main edges that FEMSA has to exploit its position to lead in a fragmented and very competitive convenience retail sector are the scale that they operate at and their supply chain capabilities. The main and closest publicly traded competitor is Alimentation Couche-Tard Inc. ( ATD:CA ) as they are also focused on the convenience store market and therefore are direct competitors, but also because they operate at a very large global scale in convenience formats. Unlike other peers such as Wal-Mart De Mexico ( WMMVY ), Organización Soriana ( ONZBF ), or Grupo Comercial Chedraui ( GCHEF ) which operate large-format supermarkets with broader assortments. FEMSA dominates with unmatched scale through its network of 25,587 OXXO stores across the Americas. While FEMSA enjoys its high-volume, fast-moving essential products and services (e.g., bill payment services, fintech with Spin by OXXO, customer loyalty programs), which are essential to...
Esteban Alejandro/iStock via Getty Images Headwater Exploration ( CDDRF ) is a company that is challenging the traditional heavy oil business model with a new low-cost way of doing business. So far so good, as the profits continue to roll in even as much of the industry worries about weak prices. The Iran situation has interrupted what was expected to be an especially challenging year. But that ha...
Esteban Alejandro/iStock via Getty Images Headwater Exploration ( CDDRF ) is a company that is challenging the traditional heavy oil business model with a new low-cost way of doing business. So far so good, as the profits continue to roll in even as much of the industry worries about weak prices. The Iran situation has interrupted what was expected to be an especially challenging year. But that has only slowed the profit train slowly, as solid growth plans keep mitigating the effects of weak prices. Any price increases due to the Iran crisis are likely to head straight to the bottom line because the costs are largely already paid for. That could provide for an unexpected quarter (at least) to start off the fiscal year. Payout Paradise Very seldom in this industry do I get the privilege of reporting multiple payouts. Headwater Exploration Original Core Area Profitability (Headwater Exploration Corporate Presentation March 2026) This company has long been a debt-free idea that manages to report a payout period every year in its original core area. The reason it does not happen right away is that more than just wells need to be established for production to get to market. So, there are more initial costs to recover. However, there are very few companies that receive more than one payout in any field (no matter how it's calculated). The big difference between this company and many unconventional projects is the ability to begin a relatively cheap (per unit) waterflood program early in the life of the field. That secondary recovery often slows the decline in production to a level that most unconventional competitors only dream about. The usual steep decline in production flattens out tremendously. This lowers the need for more wells to maintain production. The cash generated can be used elsewhere. Exploration Success Meanwhile, this article will extend what was covered in the last article . The company continues to have roughly 100% success in finding new areas to develo...
Key Points The Magnificent Seven stocks have played a key role in S&P 500 gains over the past few years. A pullback in tech stocks has led to a decline in their valuations. 10 stocks we like better than Nvidia › Seven tech companies roared into the spotlight over the past three years, wowing investors with their earnings and stock performance. In fact, these stocks, referred to as the Magnificent ...
Key Points The Magnificent Seven stocks have played a key role in S&P 500 gains over the past few years. A pullback in tech stocks has led to a decline in their valuations. 10 stocks we like better than Nvidia › Seven tech companies roared into the spotlight over the past three years, wowing investors with their earnings and stock performance. In fact, these stocks, referred to as the Magnificent Seven, played a major role in the S&P 500's gain over that time period. They helped power the famous benchmark to a 78% increase from 2023 through 2025. These companies each have well-established tech-related businesses, have delivered growth over time, and are leaders in their markets. But they also have something else that investors were looking for: involvement in the high-potential field of artificial intelligence (AI). AI may revamp the way the world operates, increasing efficiency and innovation, and this could generate spectacular growth for companies developing or using the technology. 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 » So, you may expect these stocks to come with a hefty price tag. But, in recent times, a pullback in tech stocks has lowered valuations, and many quality stocks are trading at bargain levels. In fact, you may be surprised to learn which AI stock is the second cheapest of the Magnificent Seven... Advancing in AI First, let's start by taking a look at the names in this group. They are: Apple, Amazon, Alphabet, Meta Platforms, Microsoft, Nvidia (NASDAQ: NVDA), and Tesla, leaders in areas from cloud computing to social media and electric vehicles. And each of these companies has advanced in the area of AI over the past few years. As mentioned, recent declines in tech stocks pulled valuations down, leaving one of these stocks at a particularly low level -- its lowest in near...
Gamco Investors INC. ET AL lessened its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 4.3% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 188,128 shares of the information services provider's stock after selling 8,554 shares during the quarter. Gamco Investors INC. ET AL's holdings in Alph...
Gamco Investors INC. ET AL lessened its stake in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 4.3% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 188,128 shares of the information services provider's stock after selling 8,554 shares during the quarter. Gamco Investors INC. ET AL's holdings in Alphabet were worth $45,819,000 as of its most recent SEC filing. Get Alphabet alerts: Sign Up Other hedge funds have also recently made changes to their positions in the company. University of Illinois Foundation purchased a new stake in Alphabet in the second quarter worth approximately $31,000. Manning & Napier Advisors LLC purchased a new stake in Alphabet during the 3rd quarter valued at $32,000. Horrell Capital Management Inc. raised its stake in Alphabet by 100.0% during the 2nd quarter. Horrell Capital Management Inc. now owns 200 shares of the information services provider's stock valued at $35,000 after buying an additional 100 shares during the last quarter. Tripletail Wealth Management LLC bought a new position in shares of Alphabet during the 3rd quarter valued at $40,000. Finally, Decker Retirement Planning Inc. lifted its holdings in shares of Alphabet by 60.9% during the 2nd quarter. Decker Retirement Planning Inc. now owns 251 shares of the information services provider's stock valued at $45,000 after buying an additional 95 shares during the period. 27.26% of the stock is owned by hedge funds and other institutional investors. Wall Street Analysts Forecast Growth Several analysts recently commented on GOOG shares. Loop Capital raised Alphabet from a "hold" rating to a "strong-buy" rating in a report on Tuesday, November 18th. JPMorgan Chase & Co. upped their price objective on Alphabet from $385.00 to $395.00 and gave the company an "overweight" rating in a research report on Thursday, February 5th. Canaccord Genuity Group raised their target price on Alphabet...
Longfellow Investment Management Co. LLC lifted its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 89.1% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 22,953 shares of the information services provider's stock after purchasing an additional 10,812 shares during the quarter. Alphabet comprises about 1.3%...
Longfellow Investment Management Co. LLC lifted its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 89.1% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 22,953 shares of the information services provider's stock after purchasing an additional 10,812 shares during the quarter. Alphabet comprises about 1.3% of Longfellow Investment Management Co. LLC's investment portfolio, making the stock its 14th biggest position. Longfellow Investment Management Co. LLC's holdings in Alphabet were worth $5,590,000 as of its most recent SEC filing. A number of other hedge funds and other institutional investors have also made changes to their positions in GOOG. Manning & Napier Advisors LLC purchased a new position in Alphabet during the third quarter worth about $32,000. Tripletail Wealth Management LLC purchased a new stake in Alphabet in the 3rd quarter valued at about $40,000. University of Illinois Foundation purchased a new stake in Alphabet in the 2nd quarter valued at about $31,000. Retirement Wealth Solutions LLC increased its stake in shares of Alphabet by 145.0% during the 3rd quarter. Retirement Wealth Solutions LLC now owns 196 shares of the information services provider's stock valued at $48,000 after acquiring an additional 116 shares during the last quarter. Finally, Horrell Capital Management Inc. increased its stake in shares of Alphabet by 100.0% during the 2nd quarter. Horrell Capital Management Inc. now owns 200 shares of the information services provider's stock valued at $35,000 after acquiring an additional 100 shares during the last quarter. Hedge funds and other institutional investors own 27.26% of the company's stock. Get Alphabet alerts: Sign Up Insider Buying and Selling In other Alphabet news, CEO Sundar Pichai sold 32,500 shares of the company's stock in a transaction that occurred on Wednesday, January 7th. The stock was sold at an average price of $321.21,...
Palo Alto Wealth Advisors LLC trimmed its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 7.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 401,695 shares of the information services provider's stock after selling 30,404 shares during the quarter. Palo Alto Wealth Advisors LLC's holdings in Alph...
Palo Alto Wealth Advisors LLC trimmed its holdings in shares of Alphabet Inc. (NASDAQ:GOOG - Free Report) by 7.0% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 401,695 shares of the information services provider's stock after selling 30,404 shares during the quarter. Palo Alto Wealth Advisors LLC's holdings in Alphabet were worth $98,000 at the end of the most recent quarter. A number of other institutional investors and hedge funds also recently made changes to their positions in GOOG. Manning & Napier Advisors LLC acquired a new position in shares of Alphabet during the 3rd quarter valued at about $32,000. Tripletail Wealth Management LLC acquired a new stake in Alphabet in the 3rd quarter worth approximately $40,000. University of Illinois Foundation acquired a new stake in Alphabet in the 2nd quarter worth approximately $31,000. Retirement Wealth Solutions LLC boosted its position in Alphabet by 145.0% during the third quarter. Retirement Wealth Solutions LLC now owns 196 shares of the information services provider's stock worth $48,000 after purchasing an additional 116 shares during the period. Finally, Horrell Capital Management Inc. boosted its position in Alphabet by 100.0% during the second quarter. Horrell Capital Management Inc. now owns 200 shares of the information services provider's stock worth $35,000 after purchasing an additional 100 shares during the period. Institutional investors and hedge funds own 27.26% of the company's stock. Get Alphabet alerts: Sign Up Insider Transactions at Alphabet In related news, insider John Kent Walker sold 47,574 shares of the company's stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $301.45, for a total value of $14,341,182.30. Following the completion of the transaction, the insider directly owned 13,227 shares in the company, valued at approximately $3,987,279.15. This represents a 78....
Please turn on JavaScript to use this feature Please turn on JavaScript to use this feature Lucy Bronze and Lauren James return to the England starting line-up this afternoon, with Esme Morgan also replacing Lotte Wubben-Moy in defence. A very strong XI from Sarina Wiegman. Hello and welcome to coverage of the Women’s World Cup qualifier between England and Iceland. It’s matchday two on the road t...
Please turn on JavaScript to use this feature Please turn on JavaScript to use this feature Lucy Bronze and Lauren James return to the England starting line-up this afternoon, with Esme Morgan also replacing Lotte Wubben-Moy in defence. A very strong XI from Sarina Wiegman. Hello and welcome to coverage of the Women’s World Cup qualifier between England and Iceland. It’s matchday two on the road to Brazil and the Lionesses go into it as the leaders of Group A3. England got their qualifying campaign off to a flying start on Tuesday with a 6-1 win over Ukraine thanks to goals from Alessia Russo, Georgia Stanway and Jess Park. Meanwhile, Iceland suffered a 3-0 loss to reigning world champions Spain. Sarina Wiegman expects a “tough game” at the City Ground this afternoon as the Lionesses look to keep their place at the top. Kick-off for this one is at 12:30pm GMT – join me!
For decades, satellites, drones , and human spotters have all been part of war’s surveillance and reconnaissance tool kit. In an age of cheap, insecure, Internet-connected consumer devices, however, militaries have gained another powerful set of eyes on the ground: every hackable security camera installed outside a home or on a city street, pointed at potential bombing targets. On Wednesday, Tel A...
For decades, satellites, drones , and human spotters have all been part of war’s surveillance and reconnaissance tool kit. In an age of cheap, insecure, Internet-connected consumer devices, however, militaries have gained another powerful set of eyes on the ground: every hackable security camera installed outside a home or on a city street, pointed at potential bombing targets. On Wednesday, Tel Aviv–based security firm Check Point released new research describing hundreds of hacking attempts that targeted consumer-grade security cameras around the Middle East —with many apparently timed to Iran's recent missile and drone strikes on targets that included Israel, Qatar, and Cyprus. Those camera-hijacking efforts, some of which Check Point has attributed to a hacker group that's been previously linked to Iranian intelligence, suggest that Iran's military has tried to use civilian surveillance cameras as a means to spot targets, plan strikes, or assess damage from its attacks as it retaliates for the US and Israeli bombings that have sparked a widening war in the region. Iran wouldn't be the first to adopt that camera-hacking surveillance tactic. Earlier this week, the Financial Times reported that the Israeli military had accessed “nearly all” the traffic cameras in Iran's capital of Tehran and, in partnership with the CIA, used them to target the air strike that killed Ayatollah Ali Khamenei, Iran’s supreme leader. In Ukraine, the country's officials have warned for years that Russia has hacked consumer surveillance cameras to target strikes and spy on troop movements—while Ukrainian hackers have hijacked Russian cameras to surveil Russian troops and perhaps even to monitor its own attacks . Read full article Comments
“The goal is to set the company up for longer-term success,” explained Rachel Murray, managing director at Moelis & Co. “If we’re solving quarter-to-quarter, you’re probably not investing in the business as you should; there’s distractions for management, it’s putting more pressure on the business, and frankly, probably their peers and competitors are going after their customers and creating noise...
“The goal is to set the company up for longer-term success,” explained Rachel Murray, managing director at Moelis & Co. “If we’re solving quarter-to-quarter, you’re probably not investing in the business as you should; there’s distractions for management, it’s putting more pressure on the business, and frankly, probably their peers and competitors are going after their customers and creating noise.” In her conversation (7:40) with Bloomberg Intelligence’s Negisa Balluku and Phil Brendel at t
Verizon (VZ 0.12%) stock continued to rally in February following the company's strong fourth-quarter results at the end of January. The telecommunications' share price surged 20.4% higher in the month, and the performance looks even stronger amid a 0.9% decline for the S&P 500 and a 3.4% decline for the Nasdaq Composite in the month. Blowout quarters are a rare thing in Verizon's corner of the te...
Verizon (VZ 0.12%) stock continued to rally in February following the company's strong fourth-quarter results at the end of January. The telecommunications' share price surged 20.4% higher in the month, and the performance looks even stronger amid a 0.9% decline for the S&P 500 and a 3.4% decline for the Nasdaq Composite in the month. Blowout quarters are a rare thing in Verizon's corner of the telecommunications industry, but the company delivered at the end of January -- and it's translated into a sustained rally for the stock. The stock is now up roughly 25.5% across 2026's trading. Analysts became much more bullish on Verizon last month Following its strong fourth-quarter report, Verizon received a large number of stock rating raises and price-target increases in February. Firms including JPMorgan Chase, RBC Capital, Scotiabank, UBS, Wells Fargo, TD Cowen, and Morgan Stanley all increased their price target forecasts for the telecommunications company's share price near the beginning of February. The last major piece of bullish analyst coverage for the stock last month arrived on Feb. 19, with Daiwa raising its rating on the company from outperform to buy. The investment firm also increased its one-year price target on the stock from $48 per share to $58 per share. Expand NYSE : VZ Verizon Communications Today's Change ( -0.12 %) $ -0.06 Current Price $ 51.12 Key Data Points Market Cap $216B Day's Range $ 50.41 - $ 51.25 52wk Range $ 38.39 - $ 51.41 Volume 24M Avg Vol 31M Gross Margin 45.79 % Dividend Yield 5.35 % Daiwa's analysts singled out Verizon's addition of 616,000 net postpaid subscribers in the quarter as a fantastic performance achievement. The team also said that it thinks that strong momentum for customer additions is sustainable this year and that the company's valuation offered the best risk-reward profile in the telecom sector. Despite big gains in last month's trading and continued momentum in March, Daiwa's price target still implies additional ...
Intellectus Partners LLC trimmed its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 7.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 57,981 shares of the company's stock after selling 4,425 shares during the quarter. Palantir Technologies accounts for 2.0% of Intellectus Partne...
Intellectus Partners LLC trimmed its stake in Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 7.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 57,981 shares of the company's stock after selling 4,425 shares during the quarter. Palantir Technologies accounts for 2.0% of Intellectus Partners LLC's portfolio, making the stock its 8th largest position. Intellectus Partners LLC's holdings in Palantir Technologies were worth $10,577,000 as of its most recent SEC filing. Several other institutional investors have also made changes to their positions in the stock. Vanguard Group Inc. increased its stake in Palantir Technologies by 4.0% in the 3rd quarter. Vanguard Group Inc. now owns 213,886,270 shares of the company's stock valued at $39,017,133,000 after buying an additional 8,168,604 shares during the period. State Street Corp boosted its stake in shares of Palantir Technologies by 6.9% during the 2nd quarter. State Street Corp now owns 94,481,128 shares of the company's stock valued at $12,879,667,000 after buying an additional 6,097,629 shares during the period. Norges Bank purchased a new position in shares of Palantir Technologies during the 2nd quarter valued at $3,307,457,000. Invesco Ltd. grew its holdings in shares of Palantir Technologies by 16.0% during the 2nd quarter. Invesco Ltd. now owns 20,585,256 shares of the company's stock valued at $2,806,182,000 after acquiring an additional 2,838,300 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. increased its stake in shares of Palantir Technologies by 3.1% in the second quarter. Charles Schwab Investment Management Inc. now owns 14,042,239 shares of the company's stock worth $1,914,238,000 after acquiring an additional 427,840 shares during the last quarter. 45.65% of the stock is currently owned by institutional investors and hedge funds. Get Palantir Technologies alerts:...
Key Points The U.S. Army has awarded contracts to Anduril and Lockheed Martin to develop prototype command and control systems. Anduril's award is nearly four times the size of Lockheed's. 10 stocks we like better than Lockheed Martin › When it comes to acronyms, the U.S. Army's Next Generation Command and Control program got the short end of the stick. Named "NGC2," the Army's attempt to build a ...
Key Points The U.S. Army has awarded contracts to Anduril and Lockheed Martin to develop prototype command and control systems. Anduril's award is nearly four times the size of Lockheed's. 10 stocks we like better than Lockheed Martin › When it comes to acronyms, the U.S. Army's Next Generation Command and Control program got the short end of the stick. Named "NGC2," the Army's attempt to build a new command and control system lacks the flag-waving appeal of the "Phased Array Tracking Radar to Intercept on Target" (PATRIOT) missile defense system or the easy pronounceability of the new Low-cost Unmanned Combat Attack System (LUCAS), whose drones are currently making headlines in the Iran conflict. 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 » Investors should pay attention to NGC2 anyway. Who's who in NGC2? The Army describes NGC2 as "not a single program or technology, but an ecosystem [comprising] transport, infrastructure, data, and applications." Using artificial intelligence (AI) and machine learning, NGC2 will "rapidly organize and analyze data" for commanders, helping them to make "more, better, and faster decisions than the enemy." Currently, two defense industry teams are in the lead to build NGC2 for the Army. In July 2025, the Army announced it would pay a team led by private defense contractor Anduril $99.6 million over 11 months to develop a "prototype architecture" including hardware, software, and applications for the Army's 4th Infantry Division. Anduril's team includes partners Palantir (NASDAQ: PLTR), Microsoft (NASDAQ: MSFT), Govini, and two recent additions, transportation start-up Shift5 and logistics company Rune. Separately, defense contracting giant Lockheed Martin (NYSE: LMT) and AI partners Raft and Hypergiant were awarded $26 million (over 16 months) in September 2025 ...
While technology gets all the headlines, the retail space can still be a good place to find attractive stocks. Although not always as exciting as the tech sector, there are companies in the space with solid long-term growth potential. Let's look at three retail stocks to buy this month. 1. Amazon Amazon (AMZN 2.61%) is a great combination of an e-commerce retailer and a tech company through its Am...
While technology gets all the headlines, the retail space can still be a good place to find attractive stocks. Although not always as exciting as the tech sector, there are companies in the space with solid long-term growth potential. Let's look at three retail stocks to buy this month. 1. Amazon Amazon (AMZN 2.61%) is a great combination of an e-commerce retailer and a tech company through its Amazon Web Services (AWS) cloud computing unit. The company is the largest e-commerce operator in the world, and it has built a wide moat through its far-reaching logistics network. Expand NASDAQ : AMZN Amazon Today's Change ( -2.61 %) $ -5.71 Current Price $ 213.23 Key Data Points Market Cap $2.3T Day's Range $ 212.53 - $ 217.31 52wk Range $ 161.38 - $ 258.60 Volume 2.8M Avg Vol 48M Gross Margin 50.29 % The company's e-commerce operations continue to see solid growth, but the most intriguing part of the Amazon story is the operating leverage it is seeing in this business. After years of building out its logistics and fulfillment network, the company is now using artificial intelligence (AI) and robotics to make it more efficient. Amazon is actually the largest operator and manufacturer of robots in the world and now deploys more than 1 million in its warehouses, all coordinated by its DeepFleet AI model. This operating leverage could be seen in the fourth quarter, when its North American operating income climbed 24% on a 10% increase in sales. At the same time, Amazon is seeing strong growth from AWS. AWS revenue accelerated to 24% growth last quarter, and that strong growth should continue as it ramps up its capital expenditures (capex) for 2026 to increase its data center capacity. Given the operating leverage it is seeing in its e-commerce business and growth at AWS, this is a stock to buy. 2. MercadoLibre Often considered the Amazon of Latin America (the U.S. company, not the South American rainforest), MercadoLibre (MELI +0.41%) is one of the most under-the-radar retail...