kasezo Palantir Technologies ( PLTR ) and Centrus Energy ( LEU ) announced a landmark partnership on Thursday that will apply Palantir's AI-driven software tools to support Centrus' multi-billion-dollar expansion of its uranium enrichment capacity. Centrus is the only U.S. -owned company that enriches uranium today and recently committed to a commercial-scale expansion of its uranium enrichment pl...
kasezo Palantir Technologies ( PLTR ) and Centrus Energy ( LEU ) announced a landmark partnership on Thursday that will apply Palantir's AI-driven software tools to support Centrus' multi-billion-dollar expansion of its uranium enrichment capacity. Centrus is the only U.S. -owned company that enriches uranium today and recently committed to a commercial-scale expansion of its uranium enrichment plant in Piketon, Ohio, according to a statement . Since the partnership began in late January, Centrus ( LEU ) and Palantir ( PLTR ) have already identified nearly $300 million in potential cost savings and efficiencies. Project execution is a key focus area, and Centrus is rapidly de-risking it. Additional improvements have been identified that are expected to reduce manufacturing lead times and accelerate the timetable for bringing new uranium enrichment capacity online, the companies said. Through this partnership, Centrus aims to become the most efficient, cost-competitive, and reliable enricher in the market. More on Centrus Energy, Palantir Palantir: Hard To Sell A Company That Benefits From Geopolitical Conflicts Palantir: The Rebound Is Just Beginning Peter Thiel Sells Palantir; He May Regret It LG CNS, Palantir forge strategic partnership to speed AI transformation AI names dominate institutional flows as ownership breadth expands across tech: BofA Research
Dollar General press release ( DG ): Q4 GAAP EPS of $1.93 beats by $0.29 . Revenue of $10.9B (+5.8% Y/Y) beats by $80M . Fourth Quarter Same-Store Sales Increased 4.3%; Fiscal Year Same-Store Sales Increased 3.0% Net sales increased 5.9% to $10.9 billion in the fourth quarter of fiscal 2025 compared to $10.3 billion in the fourth quarter of fiscal 2024. The net sales increase was driven by growth ...
Dollar General press release ( DG ): Q4 GAAP EPS of $1.93 beats by $0.29 . Revenue of $10.9B (+5.8% Y/Y) beats by $80M . Fourth Quarter Same-Store Sales Increased 4.3%; Fiscal Year Same-Store Sales Increased 3.0% Net sales increased 5.9% to $10.9 billion in the fourth quarter of fiscal 2025 compared to $10.3 billion in the fourth quarter of fiscal 2024. The net sales increase was driven by growth in same-store sales and positive sales contributions from new stores, partially offset by the impact of store closures. Same-store sales increased 4.3% compared to the fourth quarter of 2024, reflecting increases of 2.6% in customer traffic and 1.7% in average transaction amount. Same-store sales in the fourth quarter of fiscal 2025 included growth in each of the consumables, seasonal, home products, and apparel categories. The Company expects the following for fiscal year ending January 29, 2027 (“fiscal 2026”): Net sales growth in the range of approximately 3.7% to 4.2% vs 4.22% consensus Same-store sales growth in the range of approximately 2.2% to 2.7% Diluted EPS in the range of approximately $7.10 to $7.35 Diluted EPS guidance assumes an effective tax rate of approximately 25% Diluted EPS guidance assumes a negative impact of approximately $0.13 due to the expiration of the Work Opportunity Tax Credit on December 31, 2025 Capital expenditures, including those related to investments in the Company’s strategic initiatives, in the range of $1.4 billion to $1.5 billion The Company is also reiterating its plans to execute approximately 4,730 real estate projects in fiscal 2026, including opening approximately 450 new stores in the United States and approximately 10 new stores in Mexico , remodeling approximately 2,000 stores through Project Renovate, remodeling approximately 2,250 stores through Project Elevate, and relocating approximately 20 stores. More on Dollar General Dollar General: A Secure Haven From Tariff Chaos Dollar General: An Unexpected Winner Amidst Tariff ...
jetcityimage/iStock Editorial via Getty Images Eli Lilly ( LLY ) has issued a public warning about potential safety risks associated with compounded tirzepatide mixed with vitamin B12. Lilly tested compounded products and found “significant levels of an impurity” that results from a chemical reaction between the vitamin and tirzepatide, the active ingredient in the drugmaker’s blockbuster weight-l...
jetcityimage/iStock Editorial via Getty Images Eli Lilly ( LLY ) has issued a public warning about potential safety risks associated with compounded tirzepatide mixed with vitamin B12. Lilly tested compounded products and found “significant levels of an impurity” that results from a chemical reaction between the vitamin and tirzepatide, the active ingredient in the drugmaker’s blockbuster weight-loss drug Zepbound. “People receiving tirzepatide-B12 products from compounders, telehealth companies, medspas, or anyone else should be aware that they may be using a potentially dangerous product with unknown risks,” the drugmaker said , citing possible toxicity and immune reactions. The company urged the FDA to recall all compounded tirzepatide products combined with untested additives. Lilly ( LLY ) also warned that some compounders are mixing tirzepatide with other substances, including glycine, pyridoxine, niacinamide, and carnitine, in attempts to circumvent restrictions. The company said these additives have no proven clinical benefit for patients taking tirzepatide and could introduce additional safety risks. Like its rival Novo Nordisk, Eli Lilly ( LLY ) is facing pressure from cheaper copycat versions of its obesity and diabetes injections that bypass the strict regulatory approval process required for branded or generic drugs. These compounded medications were initially permitted in the U.S. to address supply shortages during the early surge in demand for weight-loss injections. However, the U.S. Food and Drug Administration has since declared the shortage resolved, meaning the lower-cost compounded versions are no longer allowed. The FDA also recently said it plans to take decisive steps to restrict GLP-1 active pharmaceutical ingredients (APIs) intended for use in non-FDA-approved compounded drugs that are being mass-marketed by companies, including Hims & Hers ( HIMS ) and other compounding pharmacies, as similar alternatives to FDA-approved drugs. LLY shares ...
Warren Buffett is no longer the CEO of Berkshire Hathaway, but he is by no means fading into obscurity. He is still the company's chairman and continues to have an active role, including in an advisory capacity. Perhaps more importantly for our purposes, Buffett's investing philosophy will continue to live on long after he is gone. And some of the stock picks he and his team have made in his long ...
Warren Buffett is no longer the CEO of Berkshire Hathaway, but he is by no means fading into obscurity. He is still the company's chairman and continues to have an active role, including in an advisory capacity. Perhaps more importantly for our purposes, Buffett's investing philosophy will continue to live on long after he is gone. And some of the stock picks he and his team have made in his long tenure as CEO of Berkshire Hathaway are at least worth considering for investors with the same long-term mindset as the Oracle of Omaha. In that spirit, let's consider two Buffett stocks that look especially attractive: Apple (AAPL +0.01%) and Alphabet (GOOG +0.48%) (GOOGL +0.56%). Here's why these two stocks look like no-brainer buys. 1. Apple It's no secret that Apple is one of Buffett's favorite stocks. It has been Berkshire Hathaway's largest holding for years, and the Oracle of Omaha once said of Apple that: "It's probably the best business I know in the world." Even with Buffett no longer at the head, Berkshire Hathaway will likely hold Apple's shares for many more years. The company's new CEO, Greg Abel, said in his first letter to shareholders that he expects Apple (and other top holdings) to "compound over decades." But what exactly makes Apple such an excellent stock to buy? Here are two factors that are essential to the company's success. First, Apple has an incredibly strong brand name that has inspired loyalty and trust among its customers. That has allowed Apple to build a deep ecosystem of users, many of whom upgrade their devices fairly regularly. Expand NASDAQ : AAPL Apple Today's Change ( 0.01 %) $ 0.03 Current Price $ 260.86 Key Data Points Market Cap $3.8T Day's Range $ 259.55 - $ 262.11 52wk Range $ 169.21 - $ 288.62 Volume 547 Avg Vol 48M Gross Margin 47.33 % Dividend Yield 0.40 % Apple's current upgrade cycle, led by the iPhone 17, is proving particularly strong. In its latest period, the first quarter of its fiscal year 2026, ending on Dec. 27, Apple...
Warren Buffett buying shares of undervalued quality companies and holding on for the long term has led Berkshire Hathaway to decades of market-beating performance. I'm talking about a compounded annual gain of more than 19% over 58 years compared to a compounded increase of a little more than 10% for the S&P 500 Index. That's why investors look closely at Buffett's holdings from quarter to quarter...
Warren Buffett buying shares of undervalued quality companies and holding on for the long term has led Berkshire Hathaway to decades of market-beating performance. I'm talking about a compounded annual gain of more than 19% over 58 years compared to a compounded increase of a little more than 10% for the S&P 500 Index. That's why investors look closely at Buffett's holdings from quarter to quarter and often try to follow his moves. And that's a smart idea -- even if you have a small amount to put into the stock market, you still can benefit from investing like Buffett. This doesn't mean you have to copy his every decision or that your portfolio should mimic Buffett's. Instead, you might choose a few key holdings or ideas that correspond to your own investing style. For instance, an interest in dividends may lead you to Buffett favorite Coca-Cola (NYSE: KO). And speaking of the beverage powerhouse, it's one of two no-brainer Buffett stocks to buy right now so that you may potentially score a Buffett-like win down the road. Let's check out these magnificent long-term stocks. 1. Coca-Cola Buffett loves dividend stocks, and that's exactly why Coca-Cola has remained a top position in his portfolio for many years. Berkshire Hathaway wrapped up its purchase of 400 million shares of the world's biggest nonalcoholic beverage company back in 1994 -- and, at the time, received a dividend of $75 million. Thanks to annual increases by Coca-Cola, the dividend for the same number of shares grew to $704 million by 2022. Even though most of us don't have Buffett's resources, by owning Coca-Cola, we can still generate an interesting level of passive income over time or even reinvest the dividend to increase our stake in the company. In either case, it's a winning situation. Coca-Cola is likely to keep increasing its dividend for two reasons. First, Coca-Cola has boosted its annual dividend for more than 50 years, so rewarding shareholders is clearly important to the company. Second, ...
Deutsche Bank AG said its exposure to US commercial real estate remains a “key risk” that could force it to raise provisions for credit losses, as the asset class struggles with refinancings and a stabilization of prices remains uncertain, particularly in the US. “Significant impairment risk remains depending on property types and regions,” Germany’s largest bank said in its annual report on Thurs...
Deutsche Bank AG said its exposure to US commercial real estate remains a “key risk” that could force it to raise provisions for credit losses, as the asset class struggles with refinancings and a stabilization of prices remains uncertain, particularly in the US. “Significant impairment risk remains depending on property types and regions,” Germany’s largest bank said in its annual report on Thursday, highlighting US office space on the West Coast. That “could result in Deutsche Bank experiencing loan loss provisions higher than expected.” The large portfolio of credit for commercial real estate has been a headache for Deutsche Bank ever since surging interest rates and falling office vacancy rates hit property valuations, particularly in the US. Other German financial institutions have been swept up as well, with Deutsche Pfandbriefbank AG exiting the US market and pension fund BVK flagging steep losses from investments made with a US developer. Pension Fund Expects to Write Off Entire Transamerica Investment NYC Real Estate Binge Piles Pressure on Germany’s BVK US Commercial Property Push Backfires for German Lender PBB (2024) Deutsche Bank’s credit loss provisions for its North American portfolio of “stress-tested CRE” was €613 million ($708 million) at the end of the 2025. That compares with €400 million at the end of last year. The exposure to non-performing commercial real estate loans stood at €3.6 billion, compared to €2.8 billion a year earlier. “Overall, uncertainty remains with respect to future defaults and the timing of a full recovery in the CRE markets,” Deutsche Bank said in the report.
XtockImages/iStock via Getty Images India is drafting a new set of smartphone manufacturing incentives that would link government subsidies to exports and broader use of domestically made parts, in a move that could benefit Apple ( AAPL ), Samsung Electronics ( SSNLF ), and their suppliers, Reuters reported, citing people with knowledge of the matter. The scheme — effectively a second phase of Ind...
XtockImages/iStock via Getty Images India is drafting a new set of smartphone manufacturing incentives that would link government subsidies to exports and broader use of domestically made parts, in a move that could benefit Apple ( AAPL ), Samsung Electronics ( SSNLF ), and their suppliers, Reuters reported, citing people with knowledge of the matter. The scheme — effectively a second phase of India's flagship phone manufacturing program — will start rewarding companies for shipping devices abroad, the report added . Unlike the current Production-Linked Incentive, or PLI, program, which ends March 31 and is mainly focused on incremental local output, the new plan explicitly ties benefits to exports and localization, according to the report. The proposal framework, size of the incentives, and the overall budget are still being finalized and could change during the inter-ministerial consultations, the report noted. The incentive revamp underscores the iPhone maker’s growing importance to India’s electronics objective. Apple's contract manufacturers account for about three-fourths of the country’s smartphone exports, helping transform India into one of the world’s fastest-growing handset export hubs. The company intends to ship most U.S.-bound iPhones from India by year-end, the report added. Major contract manufacturers for Apple in India include Foxconn ( FXCOF ) — which is formally known as Hon Hai Precision ( HNHAF ) ( HNHPF ) — Tata Electronics, and Pegatron. With roughly every smartphone sold in India now assembled domestically, officials think the initial incentive program has largely met its objective of satisfying local demand. Policymakers are now moving focus to higher value addition as the next stage of the strategy beyond just assembly, the report noted. The Indian government is also looking to ask Chinese smartphone brands such as Oppo, Vivo, and Xiaomi — all of which mainly make in India for the local market — to use the country as an export base, the re...
Tesla (TSLA) is staffing up and preparing new machines at its Austin, Texas Giga plant to produce hu Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Tesla (TSLA) is staffing up and preparing new machines at its Austin, Texas Giga plant to produce hu Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Analysts have been eager to weigh in on the Technology sector with new ratings on Fortinet (FTNT – Research Report), Septerna, Inc. (SEPN – Research Report) and Oracle (ORCL – Research Report). Fortinet (FTNT) In a report released today, Roger Boyd from UBS maintained a Hold rating on Fortinet, with a price target of $90.00. The company’s shares closed last Tuesday at $84.20. According to TipRanks...
Analysts have been eager to weigh in on the Technology sector with new ratings on Fortinet (FTNT – Research Report), Septerna, Inc. (SEPN – Research Report) and Oracle (ORCL – Research Report). Fortinet (FTNT) In a report released today, Roger Boyd from UBS maintained a Hold rating on Fortinet, with a price target of $90.00. The company’s shares closed last Tuesday at $84.20. According to TipRanks.com, Boyd is a 1-star analyst with an average return of -3.4% and a 43.9% success rate. Boyd covers the Technology sector, focusing on stocks such as CrowdStrike Holdings, Palo Alto Networks, and Tenable Holdings. ;'> Fortinet has an analyst consensus of Hold, with a price target consensus of $87.70, a 4.1% upside from current levels. In a report released yesterday, BTIG also maintained a Hold rating on the stock. See today’s best-performing stocks on TipRanks >> Septerna, Inc. (SEPN) H.C. Wainwright analyst Ram Selvaraju reiterated a Buy rating on Septerna, Inc. today and set a price target of $40.00. The company’s shares closed last Tuesday at $28.02, close to its 52-week high of $28.99. According to TipRanks.com, Selvaraju is a 5-star analyst with an average return of 26.3% and a 57.0% success rate. Selvaraju covers the Healthcare sector, focusing on stocks such as Santhera Pharmaceuticals Holding, Reviva Pharmaceuticals Holdings, and MoonLake Immunotherapeutics. ;'> Septerna, Inc. has an analyst consensus of Strong Buy, with a price target consensus of $42.25, a 43.7% upside from current levels. In a report released yesterday, TipRanks – DeepSeek also upgraded the stock to Buy with a $32.00 price target. Oracle (ORCL) TD Cowen analyst Derrick Wood reiterated a Buy rating on Oracle today and set a price target of $250.00. The company’s shares closed last Tuesday at $149.40. According to TipRanks.com, Wood is a 2-star analyst with an average return of 0.0% and a 43.1% success rate. Wood covers the Technology sector, focusing on stocks such as Onestream, Inc. Class A, Kla...
Microsoft and DataBahn have expanded their partnership to integrate an AI-native data fabric directly into Microsoft Sentinel. The move brings AI powered connectors that can process, normalize, and route security telemetry from more than 500 data sources inside Sentinel. The companies claim this can cut analytics tier ingestion costs for Sentinel by up to 60% while simplifying deployment and ongoi...
Microsoft and DataBahn have expanded their partnership to integrate an AI-native data fabric directly into Microsoft Sentinel. The move brings AI powered connectors that can process, normalize, and route security telemetry from more than 500 data sources inside Sentinel. The companies claim this can cut analytics tier ingestion costs for Sentinel by up to 60% while simplifying deployment and ongoing operations for security teams. Microsoft, trading on the NasdaqGS under the ticker NasdaqGS:MSFT, currently has a share price of $404.88. Over the past 5 years, the stock has returned 78.0%, with a 56.1% return over 3 years and 6.4% over the past year, and a value score of 5. Against that backdrop, this new partnership update sits within a multi year push to build out the company’s cloud and security capabilities. For investors watching NasdaqGS:MSFT, this development speaks directly to one of the bigger pain points in cloud security, the cost and complexity of handling massive security data flows. The AI driven data pipeline for Sentinel could be important for customers that are sensitive to analytics tier costs and want simpler operations, especially as security teams deal with growing data volumes and tighter budgets. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on Microsoft. NasdaqGS:MSFT Earnings & Revenue Growth as at Mar 2026 The DataBahn tie-up is squarely about making Microsoft Sentinel cheaper and easier to run for large security teams. By sitting an AI-powered data fabric in front of Sentinel, Microsoft is trying to tackle issues that often slow SIEM projects, such as weeks-long onboarding of log sources, manual parsing rules, and fast-rising ingestion bills as data volumes grow. For you, the key point is that this is not a new standalone product. It is deeper integration that could make Sentinel a more attractive choice when CISOs compare it with tools from players like S...
tadamichi Celsius Holdings ( CELH ) Chief Financial Officer Jarrod Langhans noted that the consumer crossover between the Celsius brand and the Alani Nu brand was not as significant based on data over the last twelve months. The implication is that Alani Nu's strong growth is not cannibalizing sales from the Celsius brand, even though both are popular with the female demographic. "And just like th...
tadamichi Celsius Holdings ( CELH ) Chief Financial Officer Jarrod Langhans noted that the consumer crossover between the Celsius brand and the Alani Nu brand was not as significant based on data over the last twelve months. The implication is that Alani Nu's strong growth is not cannibalizing sales from the Celsius brand, even though both are popular with the female demographic. "And just like there's different male consumers, I think it's taken some time for maybe some folks to wrap their heads around the fact that there's different female consumers also. And if you try a Celsius, it's more fruit forward, that is sweet flavored and you try an Alani, Lime Slush is here, the LTO that we've got out for them right now. It's a very sweet profile, very different consumer. And when you look at the category, I mentioned it earlier, the two biggest growth drivers in the category right now are female and sugar-free. I can't think of a better portfolio that I want to have out there than both an Alani and Celsius profile," highlighted Langhans at the conference. Celsius Holdings ( CELH ) acquired Alani Nu in a $1.8B cash-and-stock deal that closed on April 1 of last year. The deal created a combined "better-for-you" energy and functional beverage portfolio aimed at health-oriented consumers. The net purchase price was $1.65B after tax considerations. Shares of Celsius Holdings ( CELH ) are up more than 60% since the Alani Nu deal closed. More on Celsius Celsius Holdings, Inc. (CELH) Presents at UBS Global Consumer and Retail Conference Transcript Celsius Still Looks Undervalued With Two Strong Growth Brands Celsius Q4: Strong Results, Significant Upside Celsius Holdings continues its global expansion with a new distribution deal in Spain (updated) Celsius Holdings attracts a double upgrade from BofA
hapabapa/iStock Editorial via Getty Images Lam Research Corporation ( LRCX ) has benefited strongly from the AI-driven capital expenditure cycle on memory. It has gained 194% in the past year, outperforming the broader semiconductor index, which grew 86%. This rally has drawn skepticism as investors have questioned the durability of the AI build-out. But, we are buyers of the recent dip as we thin...
hapabapa/iStock Editorial via Getty Images Lam Research Corporation ( LRCX ) has benefited strongly from the AI-driven capital expenditure cycle on memory. It has gained 194% in the past year, outperforming the broader semiconductor index, which grew 86%. This rally has drawn skepticism as investors have questioned the durability of the AI build-out. But, we are buyers of the recent dip as we think the company is sitting at the very intersection of nearly every structural growth vector in semi, like HBM stacking, NAND layer scaling, advanced package, and gate-all-around (GAA) transistor architectures. Data by YCharts Ten quarters of consecutive growth Lam Research delivered an exceptional quarter in FY2Q26 (CY4Q25) with revenue up 22% Y/Y to $5.34B, ahead of market estimates of $5.23B. Non-GAAP gross margins were 49.7%, which expanded 220bps Y/Y. Non-GAAP operating margin reached 34.3%, compared to 30.7% a year ago. Similarly, EPS grew to $1.27, beating estimates by 9%. …and then some more. The March 2026 quarter was guided to $5.7B in revenue at the midpoint, which was well above the consensus of $5.2B at the time of the earnings call. Non-GAAP gross margin was expected to be ~49%, and EPS was guided to reach $1.35. The slight dip in gross margins was explained as a shift in customer mix and not pricing pressure. The management emphasized product and customer mix as more important than sheer volume on a Q/Q basis, and the business is not truly about a fixed-cost leverage story. The expanding WFE cycle is constrained by supply CEO Tim Archer commented positively on the wafer fabrication equipment (WFE) outlook . The initial view on CY2026 WFE is up ~23% Y/Y to $135B from $110B in CY2025. It is implied that demand exceeds this view as the industry is currently supply-constrained on clean room availability. Major customers like Taiwan Semiconductor Manufacturing Company Limited ( TSM ) and Intel Corporation ( INTC ) are likely behind schedule on the physical construct...
Sergei Chuyko/iStock via Getty Images Introduction The IPPs (independent power producers) Talen Energy ( TLN ), Vistra ( VST ), and Constellation Energy ( CEG ), all of which I have covered on several occasions, have been treading water since mid-2025, despite the AI infrastructure theme being a clear indicator of higher electricity prices through 2030. The main pushback I have seen and flagged as...
Sergei Chuyko/iStock via Getty Images Introduction The IPPs (independent power producers) Talen Energy ( TLN ), Vistra ( VST ), and Constellation Energy ( CEG ), all of which I have covered on several occasions, have been treading water since mid-2025, despite the AI infrastructure theme being a clear indicator of higher electricity prices through 2030. The main pushback I have seen and flagged as a risk factor is political, with energy price increases, leading to a call to somehow make the data centers pay for this energy or, better yet, build their own. For many investors, this may mean the IPPs will not see the expected pricing gains. I believe this is a fundamental error; IPPs, by definition, have the flexibility to sell their energy to the highest bidder into wholesale grids or directly to end users under PPAs (power purchase agreements), as is the case with Talen’s AWS deal. Structural Energy Deficit As long as the market remains structurally tight, with demand exceeding supply, prices will rise. The near-term solutions for some existing/new data centers are to build their own energy sources, such as generators, which is where Caterpillar ( CAT ) is present, and FTAI ( FTAI ) has initiated, or to use batteries to store energy during off-peak hours, but these have limited scope and higher cost. Bloom Energy's ( BE ) technology may also act as a stopgap, but it's not fully proven. Building SMRs (small modular reactors) or even combined-cycle gas power plants is at least five years away. GE Vernova ( GEV ) and Siemens Energy ( SMEGF ) are booked solid, while wind and solar have limitations and are unwelcome by the current government. Requiring data centers to pay for the higher cost is a good way to reduce consumer pain, but it would not impact IPPs or even regulated utilities from benefiting from those higher prices; if anything, this regulation could accelerate the PPA process. The main sticking point is that at some moment there will be an energy deficit, and ...
Enbridge Inc. (NYSE:ENB) is one of the Goldman Sachs Energy Stocks: 10 Stocks to Buy. On February 17, 2026, RBC Capital upgraded Enbridge Inc. (NYSE:ENB)’s price objective to C$76 from C$72, maintaining an Outperform rating on the stock. On February 13, Reuters reported that the corporation has a project backlog of C$39 billion ($28.63 billion in U.S.), with around C$8 billion planned to go into s...
Enbridge Inc. (NYSE:ENB) is one of the Goldman Sachs Energy Stocks: 10 Stocks to Buy. On February 17, 2026, RBC Capital upgraded Enbridge Inc. (NYSE:ENB)’s price objective to C$76 from C$72, maintaining an Outperform rating on the stock. On February 13, Reuters reported that the corporation has a project backlog of C$39 billion ($28.63 billion in U.S.), with around C$8 billion planned to go into service this year. Enbridge Inc. (NYSE:ENB) approved two renewable projects in the last quarter, including a $1.2 billion venture in Wyoming for a large technology firm and a $400 million onshore wind operation in Texas to support Meta Platforms, Inc.’s data center operations. Chief Executive Greg Ebel said the company is still pursuing more than 50 data-center prospects across North America, which will require up to 10 billion cubic feet per day of new gas takeaway capacity. Shares increased by roughly 3% to a record high of C$72.57 following the announcement. RBC Capital Maintains an Outperform Rating on Enbridge Inc. (ENB) PLRANG ART/Shutterstock.com As of February 10, 2026, the stock is up by 11.60% YTD. Enbridge Inc. (NYSE:ENB) is a provider of gas and oil. The company operates in the following segments: liquid pipelines, gas distribution and storage, gas transmission and midstream, renewable power generation, and energy services. While we acknowledge the potential of ENB as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years. Disclosure: None. Follow Insider Monkey on Google News.
Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the Beacon Selective Risk ETF (Symbol: BSR), we found that the implied analyst target price for the ETF based upon ...
Looking at the underlying holdings of the ETFs in our coverage universe at ETF Channel, we have compared the trading price of each holding against the average analyst 12-month forward target price, and computed the weighted average implied analyst target price for the ETF itself. For the Beacon Selective Risk ETF (Symbol: BSR), we found that the implied analyst target price for the ETF based upon its underlying holdings is $33.28 per unit. With BSR trading at a recent price near $30.29 per unit, that means that analysts see 9.90% upside for this ETF looking through to the average analyst targets of the underlying holdings. Three of BSR's underlying holdings with notable upside to their analyst target prices are Vanguard Sector Index Funds - Vanguard Consumer Discretionary ETF (Symbol: VCR), Vanguard Sector Index Funds Vanguard Health Care ETF (Symbol: VHT), and Vanguard Sector Index Funds Vanguard Materials ETF (Symbol: VAW). Although VCR has traded at a recent price of $374.41/share, the average analyst target is 14.65% higher at $0.00/share. Similarly, VHT has 13.63% upside from the recent share price of $282.75 if the average analyst target price of $0.00/share is reached, and analysts on average are expecting VAW to reach a target price of $0.00/share, which is 11.57% above the recent price of $226.62. Below is a twelve month price history chart comparing the stock performance of VCR, VHT, and VAW: Combined, VCR, VHT, and VAW represent 26.52% of the Beacon Selective Risk ETF. Below is a summary table of the current analyst target prices discussed above: Name Symbol Recent Price Avg. Analyst 12-Mo. Target % Upside to Target Beacon Selective Risk ETF BSR $30.29 $33.28 9.90% Vanguard Sector Index Funds - Vanguard Consumer Discretionary ETF VCR $374.41 $0.00 14.65% Vanguard Sector Index Funds Vanguard Health Care ETF VHT $282.75 $0.00 13.63% Vanguard Sector Index Funds Vanguard Materials ETF VAW $226.62 $0.00 11.57% Are analysts justified in these targets, or overly...
Metals Acquisition Corp. II ( MTAL ) priced its IPO of 20M units at $10 per unit to raise $200M, with the units set to start trading March 12 on the NYSE under the ticker MTAL.U. Each unit includes one Class A share and one-third of a warrant, with whole warrants allowing investors to buy an additional share at $11.50, subject to adjustments. Once the units separate, the Class A shares are expecte...
Metals Acquisition Corp. II ( MTAL ) priced its IPO of 20M units at $10 per unit to raise $200M, with the units set to start trading March 12 on the NYSE under the ticker MTAL.U. Each unit includes one Class A share and one-third of a warrant, with whole warrants allowing investors to buy an additional share at $11.50, subject to adjustments. Once the units separate, the Class A shares are expected to trade on the NYSE under MTAL, while the warrants are set to trade under MTAL.WS Moreover, the offering is expected to close on March 13, 2026. The underwriters have a 45-day option to purchase up to an additional 3M units at the same IPO price. More on Metals Acquisition Corp. II Financial information for Metals Acquisition Corp. II