Oracle Corporation (NYSE:ORCL) is one of the most profitable blue chip stocks to invest in now. Stifel cut the price target on Oracle Corporation (NYSE:ORCL) to $220 from $275 on March 11, maintaining a Buy rating on the share. The firm told investors in a post-earnings note that while it expects capex growth in FY27 to $75 billion, it also believes that factors such as accelerating IaaS growth st...
Oracle Corporation (NYSE:ORCL) is one of the most profitable blue chip stocks to invest in now. Stifel cut the price target on Oracle Corporation (NYSE:ORCL) to $220 from $275 on March 11, maintaining a Buy rating on the share. The firm told investors in a post-earnings note that while it expects capex growth in FY27 to $75 billion, it also believes that factors such as accelerating IaaS growth stemming from AI and multi-database cloud, and sustained momentum in SaaS apps, should pave the way to better EPS growth rates in FY27. Oracle’s (ORCL) Strategic Innovation Boosts its Dividend Appeal The rating update came after Oracle Corporation (NYSE:ORCL) reported its fiscal Q3 2026 financial results on March 10, stating that total revenue for the quarter rose to $17.2 billion, up 22% in USD and up 18% in constant currency. GAAP Earnings per Share for the quarter also grew 24% to $1.27, while non-GAAP Earnings per Share rose 21% to $1.79. In addition, the remaining performance obligations for Q3 were $553 billion, up 325% year-over-year in USD. Oracle Corporation (NYSE:ORCL) provides products and services addressing aspects of corporate IT environments, including applications and infrastructure technologies. The company’s operations are divided into the following business segments: Cloud and License, Hardware, and Services. While we acknowledge the potential of ORCL 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: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow. Disclosure: None. Follow Insider Monkey on Google News.
Oracle Corporation (NYSE:ORCL) is one of the most profitable blue chip stocks to invest in now. Stifel cut the price target on Oracle Corporation (NYSE:ORCL) to $220 from $275 on March 11, maintaining a Buy rating on the share. The firm told investors in a post-earnings note that while it expects capex growth in FY27 to $75 billion, it also believes that factors such as accelerating IaaS growth st...
Oracle Corporation (NYSE:ORCL) is one of the most profitable blue chip stocks to invest in now. Stifel cut the price target on Oracle Corporation (NYSE:ORCL) to $220 from $275 on March 11, maintaining a Buy rating on the share. The firm told investors in a post-earnings note that while it expects capex growth in FY27 to $75 billion, it also believes that factors such as accelerating IaaS growth stemming from AI and multi-database cloud, and sustained momentum in SaaS apps, should pave the way to better EPS growth rates in FY27. Oracle’s (ORCL) Strategic Innovation Boosts its Dividend Appeal The rating update came after Oracle Corporation (NYSE:ORCL) reported its fiscal Q3 2026 financial results on March 10, stating that total revenue for the quarter rose to $17.2 billion, up 22% in USD and up 18% in constant currency. GAAP Earnings per Share for the quarter also grew 24% to $1.27, while non-GAAP Earnings per Share rose 21% to $1.79. In addition, the remaining performance obligations for Q3 were $553 billion, up 325% year-over-year in USD. Oracle Corporation (NYSE:ORCL) provides products and services addressing aspects of corporate IT environments, including applications and infrastructure technologies. The company’s operations are divided into the following business segments: Cloud and License, Hardware, and Services. While we acknowledge the potential of ORCL 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: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow. Disclosure: None. Follow Insider Monkey on Google News.
Cuba’s electric grid suffered a total power failure Monday as the island nation struggles with fuel supplies amid a de facto US oil blockade to pressure the communist government. The energy ministry said it is investigating the causes and has begun protocols to reestablish service. Earlier this month about two-thirds of the country was left without power for hours and at least half a dozen nationa...
Cuba’s electric grid suffered a total power failure Monday as the island nation struggles with fuel supplies amid a de facto US oil blockade to pressure the communist government. The energy ministry said it is investigating the causes and has begun protocols to reestablish service. Earlier this month about two-thirds of the country was left without power for hours and at least half a dozen national blackouts have been reported in the last year. Protests erupted over the weekend in the city of Moron, with locals throwing rocks and setting fire to the local communist party office. The Cuban regime has come under increasing pressure to push through economic reforms on the island after the leader of its main benefactor, Venezuela, was detained by the US earlier this year.
Key Points Many retirees rely on Medicare to provide them with health insurance coverage. A big change could be coming to Medicare as early as next month. Dr. Mehmet Oz was optimistic about the impact of the change to the rules surrounding Medicare coverage. The $23,760 Social Security bonus most retirees completely overlook › Close to 70 million seniors are covered by Medicare across the United S...
Key Points Many retirees rely on Medicare to provide them with health insurance coverage. A big change could be coming to Medicare as early as next month. Dr. Mehmet Oz was optimistic about the impact of the change to the rules surrounding Medicare coverage. The $23,760 Social Security bonus most retirees completely overlook › Close to 70 million seniors are covered by Medicare across the United States, according to the Centers for Medicare and Medicaid Services (CMS). Those covered seniors may soon find themselves enjoying new benefits starting as early as April. That's because Medicare has been moving toward expanding coverage for a popular class of medications. Here's what seniors could potentially become eligible to take advantage of as soon as next month. 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 » Medicare retirees may soon have broader coverage The coverage change in Medicare may occur as a result of an executive order issued by President Donald Trump on Dec. 18, 2025. The president ordered that the federal government change the way marijuana is classified under the law, and provide broader access to some cannabis products. The goal is to relax the rules surrounding cannabis in several important ways, including: Moving it from a Schedule I drug to Schedule III, a tier of medications with a lower potential for abuse. This will open the door to cannabis being legally prescribed by more doctors and included in more research. Creating a pilot program to allow Medicare to cover physician-recommended products, including cannabidiol (CBD), for the first time. This test program would be run by the Center for Medicare and Medicaid Innovation, and participants would be allowed $500 per year in coverage of CBD and hemp products. It's expected to last around five to 10 years. The pilot demonstratio...
Marjorie Taylor Greene Tells CNN That MAGA Feels '100% Betrayed' By Iran War Former Rep. Marjorie Taylor Greene has become a big fan of CNN since her departure from Congress since, we're guessing, FOX and Newsmax aren't excited to give her a platform of late. On Monday, she appeared on The Situation Room to once again declare doom and gloom for the MAGA movement… with a little help from the host. ...
Marjorie Taylor Greene Tells CNN That MAGA Feels '100% Betrayed' By Iran War Former Rep. Marjorie Taylor Greene has become a big fan of CNN since her departure from Congress since, we're guessing, FOX and Newsmax aren't excited to give her a platform of late. On Monday, she appeared on The Situation Room to once again declare doom and gloom for the MAGA movement… with a little help from the host. During the interview, host Pamela Brown asked what she’s hearing from Trump supporters in Georgia regarding Iran, playing up the Israel angle. “ Are you hearing from them that they believe President Trump is doing this on behalf of Israel? ” she asked. “Bring us there.” Greene, who has been a thorn in Trump's side since leaving office, painted a picture of a Republican base that is fractured and angry over the ongoing military operation in Iran, and “ It’s actually very split. And it’s split along generational lines ,” she said. “ Many of the older Americans from the Baby Boomer generation that watch Fox News all day long very much believe the talking points on Fox News , and they have spent decades of their lives convinced that fighting these wars is the right thing to do,” she explained. She then pointed to the next wave of voters, who see the issue through a completely different lens. “ But the younger generations - I’m Gen X - millennials and Gen Z are very much against this war, ” Greene continued. “And so, when you talk to people on the ground, that’s how it comes across. It’s very generational. And the younger generations are completely against it.” Marjorie Taylor Greene: "It's turned into some perverted, deranged version of MAGA now that nobody wants" pic.twitter.com/OceBnJpLnp — Aaron Rupar (@atrupar) March 16, 2026 That sentiment echoes something that has been brewing in conservative politics since Trump entered the political arena. Younger voters inside the America First movement tend to view foreign wars as expensive distractions from domestic priorities . Gree...
The PM’s decision not to sign up the UK to the Middle East conflict reflects the public mood better than Badenoch and Farage’s former gung-ho support It was a message that could just as easily have been given via a ministerial statement in the Commons. But Keir Starmer needs every break he can get at the moment and he wasn’t going to pass up the chance to look like a world leader at a press confer...
The PM’s decision not to sign up the UK to the Middle East conflict reflects the public mood better than Badenoch and Farage’s former gung-ho support It was a message that could just as easily have been given via a ministerial statement in the Commons. But Keir Starmer needs every break he can get at the moment and he wasn’t going to pass up the chance to look like a world leader at a press conference in Downing Street. The advantages were obvious. No need to have to listen to Kemi Badenoch drone on for five minutes with her revisionist fantasies in reply. Avoid the danger of loads of backbench MPs observing that President Trump is a deranged halfwit who doesn’t know what he’s doing. But best of all a press conference was ideal because the American war with Iran is one of the few occasions when the prime minister’s judgment has been right all along. Just over two weeks in and it’s increasingly looking like the The Donald is only in the war for its entertainment value. Just last weekend, he was saying he might continue bombing Kharg Island for fun. For the lols and social media hits. There has never been a plan or a goal in mind. Not so long ago he was saying the Brits were late to the party and he didn’t need them anyway. Now he is begging for help in keeping the strait of Hormuz open . Continue reading...
BraunS/E+ via Getty Images It seems that the market has assumed a seek-and-destroy mode in relation to private credit. Almost every week brings something fresh for the bears so that they can keep roaring and scare investors away from the private credit space. In September 2025, when First Brands and Tricolor went bankrupt , the famous cockroach phrase came out, which somehow managed to gain tracti...
BraunS/E+ via Getty Images It seems that the market has assumed a seek-and-destroy mode in relation to private credit. Almost every week brings something fresh for the bears so that they can keep roaring and scare investors away from the private credit space. In September 2025, when First Brands and Tricolor went bankrupt , the famous cockroach phrase came out, which somehow managed to gain traction among media and investor communities. In February 2026, the market came up with another buzzword: i.e., SaaSpocalypse. This time it was about the disruptive power of AI and how software-as-a-service companies could be very likely the first ones on the chopping block. Since many BDCs have relatively high exposures to SaaS, the bears could easily connect the dots and start plotting another doom and gloom scenario. In the same month, February 2026, as a result of elevated withdrawals from Blue Owl ( OWL ) private BDC OBDC II, the management decided to limit the redemptions to avoid fire sales. Soon after that, the same pattern followed for other private credit managers such as Blackstone ( BX ) and BlackRock ( BLK ). All of this added massive fuel to the fire and emboldened the bears to keep seeking new data points to paint darker and darker outcomes for BDCs. Last week (mid-March), it seems that the bear case advanced to an even more dramatic level. Namely, JPMorgan Chase ( JPM ) has started to assume a slightly more cautionary stance against private credit, which, among other things, includes recognition of certain private credit loan markdowns. In the media some have characterized it as the 'Second Global Financial Crisis' or 'GFC 2.0,' where we can observe now the first signs of liquidity being pulled out of the system and leaving the aggressive risk takers without fuel to keep their greed going - like with subprime loans. I think that this could not be further from the truth. It is just another example showing how most of the market participants lack an understanding a...
Key Points Micron Technology can breeze past Wall Street's expectations when it releases its quarterly results this week. The company's outlook is likely to exceed expectations, which should give the stock a nice shot in the arm. Micron continues to trade at an attractive valuation, making it a no-brainer buy going into its quarterly report. 10 stocks we like better than Micron Technology › Techno...
Key Points Micron Technology can breeze past Wall Street's expectations when it releases its quarterly results this week. The company's outlook is likely to exceed expectations, which should give the stock a nice shot in the arm. Micron continues to trade at an attractive valuation, making it a no-brainer buy going into its quarterly report. 10 stocks we like better than Micron Technology › Technology stocks have experienced significant volatility over the past six months. The recent swings can be attributed to multiple factors, including the ongoing conflict in the Middle East, concerns about the valuations of artificial intelligence (AI) companies, and the viability of the massive spending on AI infrastructure. Simply said, the recent weakness in AI stocks has been a headwind for the tech sector. The good news is that AI giants such as Nvidia, Oracle, Broadcom, and Palantir have reported impressive growth and strong outlooks in their latest quarters. And as we approach the end of the ongoing earnings season, it won't be surprising to see Micron Technology (NASDAQ: MU) following suit on Wednesday, March 18. 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 » Let's look at the reasons why Micron's upcoming earnings report could be better than expected. Micron Technology logo on top of a company building in the evening. Image source: Micron Technology. Robust memory demand and pricing put Micron in a solid position going into the quarterly report Micron Technology manufactures memory and storage chips used in multiple applications, including data centers, cloud computing, mobile devices, vehicles, personal computers, and the Internet of Things. So, Micron's results can be considered a barometer of how these markets are performing. As such, the market will be eagerly awaiting Micron's fiscal 2026 second...
jetcityimage Simon Property Group ( SPG ) was on track to log gains after declining for seven straight sessions. The stock was up 1.71% to $190.02 during Monday afternoon trading. The stock closed 0.40% lower in the previous trading session. It lost over 7% between March 5 and March 13. As per Seeking Alpha’s quant rating , the stock has a Hold rating with a score of 3.25 out of 5. SPG has been ra...
jetcityimage Simon Property Group ( SPG ) was on track to log gains after declining for seven straight sessions. The stock was up 1.71% to $190.02 during Monday afternoon trading. The stock closed 0.40% lower in the previous trading session. It lost over 7% between March 5 and March 13. As per Seeking Alpha’s quant rating , the stock has a Hold rating with a score of 3.25 out of 5. SPG has been rated an A+ for profitability, while it scored a C+ for growth and valuation. Seeking Alpha analysts also held a cautious stance with a Hold rating. However, Wall Street analysts had a Buy call on the stock. Several Seeking Alpha analysts issued a Hold all on the stock following its mixed fourth-quarter earnings last month. The company posted better-than-expected revenue but missed FFO estimates. Seeking Alpha analyst Dividend Collection Agency noted the stock’s resilience with strong fundamentals, but it said that SPG’s current valuation reflected recent outperformance and hence rated it Hold. “Due to their strong performance, Simon Property Group's growth appears priced in here. The REIT is trading near its price target of $201. While I do think there's little upside left for SPG, the stock could go higher,” it said. SA analyst Steven Fiorillo downgraded it to Hold arguing that the upside in the short term is priced into its shares. “Operationally, I think that SPG will do well in 2026, but I would wait for a selloff before adding to SPG in this environment, as there are just better opportunities out there. The one thing that could get me to change my mind is if they can lock in the majority of leases that are terming in 2026 above $60 per square foot,” he added. More on Simon Property Simon Property Group, Inc. (SPG) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript Simon Property Group: Firing On All Cylinders, But Strong Performance Looks Priced In Already Simon Property Group Q4: Financial Results And Preferred Stock Analysis Simon Property amends,...
Bobby Wagner is one of three NFL Linebackers to ever record 2,000 tackles. But his biggest goal is ownership, whether that’s of a team or his own contract negotiations. Following the lead of his mentors Michael Jordan and Magic Johnson, Wagner has spent the last decade diversifying his business interests, including investments in tech start-ups and taking a minority stake in the WNBA’s Seattle Sto...
Bobby Wagner is one of three NFL Linebackers to ever record 2,000 tackles. But his biggest goal is ownership, whether that’s of a team or his own contract negotiations. Following the lead of his mentors Michael Jordan and Magic Johnson, Wagner has spent the last decade diversifying his business interests, including investments in tech start-ups and taking a minority stake in the WNBA’s Seattle Storm. In this episode of The Deal, Alex and Jason talk to Wagner about what he saw as an NFL rookie that motivated him to be his own agent and explains the ins and outs of how an NFL contract comes to be. Wagner also shares how Larry Johnson and a cartoon based on Magic shaped his views on athletes and ownership. He also explains why writing a check to the Seattle Storm was his easiest investment decision. (Source: Bloomberg)
Just_Super/E+ via Getty Images Investment Thesis Rapid7 ( RPD ) is still a profitable cybersecurity business due to heavy cost cutting, but its growth has stalled, and management's comments during the last earnings call suggest that this turnaround may be fragile and, even if successful, may take longer than expected. We hold a bearish view on RPD stock for these reasons. In FY25 , revenues grew o...
Just_Super/E+ via Getty Images Investment Thesis Rapid7 ( RPD ) is still a profitable cybersecurity business due to heavy cost cutting, but its growth has stalled, and management's comments during the last earnings call suggest that this turnaround may be fragile and, even if successful, may take longer than expected. We hold a bearish view on RPD stock for these reasons. In FY25 , revenues grew only roughly 2%, with ARR being flat YoY at $840 million. FY26 guidance suggests a 2% revenue decline. More than revenue stalling, the market is reacting to the FY26 non-GAAP EPS decline from $2.08 in FY25 to roughly $1.5-$1.6, a 25% decline. This is because Rapid7's strongest segment (detection and response) is not significant enough to offset the declining part of the business. Besides, management's assumptions on the current pipeline were "off significantly," sales cycles are taking longer than anticipated, and they are having operational trouble executing their current backlog. For the thesis to potentially turn around, they would need to find a new go-to-market strategy, make sales improvements, and find new operational efficiency. Moreover, doubts remain about the differentiating aspects of their product line in an increasingly competitive market where mid-tier vendors are being dominated by market leaders. Business Model Rapid7 is a part of the Security Operations (SecOps) market. Their Managed Detection and Response (MDR) solution aims to help companies detect cybersecurity threats, manage vulnerabilities, and respond to such attacks. Their Exposure Management's goal is to manage vulnerabilities, monitor, and prioritize the riskiest attack surfaces. Their Security Platform, or Command Platform, focuses on providing centralized threat intelligence. Rapid7's business model relies mostly on subscription-based software, with roughly 96% of revenue coming from SaaS subscriptions. They have a large customer base of 11,500 customers in 150 countries, with the average custom...
This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) has been quite busy with some major developments last week. Firstly, the EV maker said that it is expanding its push beyond electric vehicles after receiving regulatory approval to supply electricity to households in the United Kingdom, a move that could support the company's growing energy generation and storage business. The approval ...
This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) has been quite busy with some major developments last week. Firstly, the EV maker said that it is expanding its push beyond electric vehicles after receiving regulatory approval to supply electricity to households in the United Kingdom, a move that could support the company's growing energy generation and storage business. The approval allows Tesla Energy Ventures to enter the British retail electricity market, where it may provide power using solar generation and battery storage technologies. The development positions Tesla to compete with existing household energy suppliers and could open additional opportunities across Europe if similar approvals follow. The company's energy segment has been expanding faster than its automotive division in recent quarters. Tesla's latest results showed energy generation and storage revenue rising about 25% year over year, even as automotive sales declined roughly 11%, contributing to a modest drop in overall company revenue. Separately, Tesla is continuing work on its robotics initiative. Chief Executive Elon Musk said the company expects a key milestone for its humanoid robot project, known as Optimus, within about six months as development progresses in partnership with artificial intelligence company xAI. These moves are being followed by investors as Tesla attempts to expand its revenue streams beyond cars. However, analysts note that the company is yet to enter the maturity stage, as emerging enterprises like energy and robotics are still growing.
Micron Technology (MU +4.95%) may not get the headlines bestowed upon some other players in the technology sector, but make no mistake: the company is a crucial player in the space. Its flash memory and storage processors are critical components in the graphics processing units (GPUs) that underpin the artificial intelligence (AI) revolution. Shareholders have profited handsomely as Micron leverag...
Micron Technology (MU +4.95%) may not get the headlines bestowed upon some other players in the technology sector, but make no mistake: the company is a crucial player in the space. Its flash memory and storage processors are critical components in the graphics processing units (GPUs) that underpin the artificial intelligence (AI) revolution. Shareholders have profited handsomely as Micron leverages this opportunity, driving its sales and profits higher. This, in turn, has driven its stock price up 729% over the past three years (as of this writing) and 345% over the past 12 months. The company faces a crucial test when Micron reports its fiscal 2026 second-quarter results after the market close on March 18. Given the stock's blistering run over the past year, should investors lay out their hard-earned cash to buy shares now or wait until after this critical financial report? Let's see what the evidence suggests. Chip shot Many view the dawn of AI in early 2023 as a once-in-a-generation opportunity, and Micron was well-positioned to profit. The company has long worked behind the scenes, providing a variety of semiconductors, including dynamic random access memory (DRAM), NAND flash memory, and high-bandwidth memory (HBM) chips -- and business is booming. In its fiscal 2026 first quarter (ended Nov. 27), the company generated revenue of $13.6 billion, up 57% year over year and 20% sequentially, while its diluted earnings per share (EPS) of $4.60 surged 175%. Its cloud memory segment led the charge, growing 100%. Expand NASDAQ : MU Micron Technology Today's Change ( 4.95 %) $ 21.10 Current Price $ 447.23 Key Data Points Market Cap $480B Day's Range $ 444.66 - $ 454.83 52wk Range $ 61.54 - $ 455.50 Volume 1.3M Avg Vol 35M Gross Margin 45.53 % Dividend Yield 0.11 % The surge in profits was fueled by significant margin expansion. Micron's gross margin of 56% jumped 1,760 basis points, from 38.4% in the prior-year quarter. The company's cash generation was equally impress...
Key Points Micron stock has experienced a meteoric rise over the past year, gaining 345%. The company's artificial intelligence (AI) chip business is on fire, fueling robust revenue and profit growth. Micron's upcoming financial report will be a key hurdle for the highflier. 10 stocks we like better than Micron Technology › Micron Technology (NASDAQ: MU) may not get the headlines bestowed upon som...
Key Points Micron stock has experienced a meteoric rise over the past year, gaining 345%. The company's artificial intelligence (AI) chip business is on fire, fueling robust revenue and profit growth. Micron's upcoming financial report will be a key hurdle for the highflier. 10 stocks we like better than Micron Technology › Micron Technology (NASDAQ: MU) may not get the headlines bestowed upon some other players in the technology sector, but make no mistake: the company is a crucial player in the space. Its flash memory and storage processors are critical components in the graphics processing units (GPUs) that underpin the artificial intelligence (AI) revolution. Shareholders have profited handsomely as Micron leverages this opportunity, driving its sales and profits higher. This, in turn, has driven its stock price up 729% over the past three years (as of this writing) and 345% over the past 12 months. 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 » The company faces a crucial test when Micron reports its fiscal 2026 second-quarter results after the market close on March 18. Given the stock's blistering run over the past year, should investors lay out their hard-earned cash to buy shares now or wait until after this critical financial report? Let's see what the evidence suggests. Chip shot Many view the dawn of AI in early 2023 as a once-in-a-generation opportunity, and Micron was well-positioned to profit. The company has long worked behind the scenes, providing a variety of semiconductors, including dynamic random access memory (DRAM), NAND flash memory, and high-bandwidth memory (HBM) chips -- and business is booming. In its fiscal 2026 first quarter (ended Nov. 27), the company generated revenue of $13.6 billion, up 57% year over year and 20% sequentially, while its diluted earnings per share...
Key Points Micron stock has experienced a meteoric rise over the past year, gaining 345%. The company's artificial intelligence (AI) chip business is on fire, fueling robust revenue and profit growth. Micron's upcoming financial report will be a key hurdle for the highflier. 10 stocks we like better than Micron Technology › Micron Technology (NASDAQ: MU) may not get the headlines bestowed upon som...
Key Points Micron stock has experienced a meteoric rise over the past year, gaining 345%. The company's artificial intelligence (AI) chip business is on fire, fueling robust revenue and profit growth. Micron's upcoming financial report will be a key hurdle for the highflier. 10 stocks we like better than Micron Technology › Micron Technology (NASDAQ: MU) may not get the headlines bestowed upon some other players in the technology sector, but make no mistake: the company is a crucial player in the space. Its flash memory and storage processors are critical components in the graphics processing units (GPUs) that underpin the artificial intelligence (AI) revolution. Shareholders have profited handsomely as Micron leverages this opportunity, driving its sales and profits higher. This, in turn, has driven its stock price up 729% over the past three years (as of this writing) and 345% over the past 12 months. 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 » The company faces a crucial test when Micron reports its fiscal 2026 second-quarter results after the market close on March 18. Given the stock's blistering run over the past year, should investors lay out their hard-earned cash to buy shares now or wait until after this critical financial report? Let's see what the evidence suggests. Micron Technology building with micon logo on sign and building. Image source: Micron Technology. Chip shot Many view the dawn of AI in early 2023 as a once-in-a-generation opportunity, and Micron was well-positioned to profit. The company has long worked behind the scenes, providing a variety of semiconductors, including dynamic random access memory (DRAM), NAND flash memory, and high-bandwidth memory (HBM) chips -- and business is booming. In its fiscal 2026 first quarter (ended Nov. 27), the company generated revenue ...
Key Points Sold 790,760 shares; estimated transaction value of $19.48 million based on average quarterly pricing. Quarter-end position value decreased by $19.48 million, reflecting the entire stake's removal and price movements. Change represents 5.1% of fund's 13F reportable AUM. The position was previously 6.0% of the fund's AUM as of the prior quarter. 10 stocks we like better than Norwegian Cr...
Key Points Sold 790,760 shares; estimated transaction value of $19.48 million based on average quarterly pricing. Quarter-end position value decreased by $19.48 million, reflecting the entire stake's removal and price movements. Change represents 5.1% of fund's 13F reportable AUM. The position was previously 6.0% of the fund's AUM as of the prior quarter. 10 stocks we like better than Norwegian Cruise Line › On February 17, 2026, Northern Right Capital Management, L.P. reported selling its entire stake in Norwegian Cruise Line Holdings (NYSE:NCLH). What happened Northern Right Capital Management, L.P. disclosed in a SEC filing dated February 17, 2026, that it sold its entire holding of 790,760 shares in Norwegian Cruise Line Holdings. The estimated transaction value, based on the average share price during the fourth quarter, was $19.48 million. What else to know The fund sold out its NCLH stake, which previously represented 6.0% of 13F AUM as of the prior quarter; post-trade, NCLH is no longer held. Top holdings after the filing: NASDAQ: NWSA: $31.24 million (8.2% of AUM) NASDAQ: SATS: $28.07 million (7.4% of AUM) NASDAQ: HUT: $27.71 million (7.3% of AUM) NYSE: DBRG: $26.95 million (7.1% of AUM) NYSE: HHH: $26.88 million (7.1% of AUM) As of February 17, 2026, shares were priced at $24.10, down 8.64% over the past year, underperforming the S&P 500 by 17.80 percentage points. Company overview Metric Value Price (as of market close 2/17/26) $24.10 Market Capitalization $10.97 billion Revenue (TTM) $9.82 billion Net Income (TTM) $423.25 million Company snapshot Offers cruise vacations under the Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises brands, with itineraries ranging from three to 180 days across global destinations. Distributes its products through retail/travel advisor and onboard cruise sales channels, as well as meetings, incentives, and charters. Serves a global customer base, focusing on premium and luxury travel markets with a divers...
With factors as wide-ranging as inflation, the rise of artificial intelligence (AI), and now geopolitics adding uncertainty to the market, it's not surprising many dividend stocks remain under pressure. This includes blue chip dividend stocks, or shares in blue chip companies with long track records of dividend growth. Some have attempted to recover, but the emergence of new reasons to be fearful ...
With factors as wide-ranging as inflation, the rise of artificial intelligence (AI), and now geopolitics adding uncertainty to the market, it's not surprising many dividend stocks remain under pressure. This includes blue chip dividend stocks, or shares in blue chip companies with long track records of dividend growth. Some have attempted to recover, but the emergence of new reasons to be fearful has affected their near-term recovery prospects. In other situations, the macro backdrop has worsened sentiment toward stocks, primarily driven by company-specific factors. However, while a frustrating situation for investors already in these stocks, the current environment has created the opportunity to double down on these stocks or, in the case of new investors, "buy the dip." In my view, that's the situation with Automatic Data Processing (ADP +0.46%) as well as with Kimberly-Clark (KMB +1.33%). Grab Automatic Data Processing while it's still out of favor Over the past year, various concerns have weighed on shares in Automatic Data Processing, better known as ADP. These issues have included concerns about slowing growth, rising unemployment, competition, and, most recently, AI disruption. After the stock's most recent big drop on the heels of the company's latest earnings release, shares have tried but struggled to bounce back. Expand NASDAQ : ADP Automatic Data Processing Today's Change ( 0.46 %) $ 0.96 Current Price $ 209.48 Key Data Points Market Cap $84B Day's Range $ 207.59 - $ 210.95 52wk Range $ 203.26 - $ 329.93 Volume 1.5M Avg Vol 3.2M Gross Margin 50.43 % Dividend Yield 3.85 % Now trading for around $213 per share, ADP is an attractive "buy the dip" dividend play for two reasons. First, this Dividend King, with over 50 years of consecutive annual dividend growth under its belt, sports a moderately high forward dividend yield of 3.2%. Moreover, ADP has increased its dividend at a relatively rapid pace over the past few years. ADP's last dividend increase, imple...
Formerly part of Yandex, “The Google of Russia”, Nebius Group (NBIS) underwent a massive restructuring amid the breakout of war between Russia and Ukraine. In July 2024, Yandex sold all of its Russian assets, retained its non-Russian businesses, and pivoted the company to focus on infrastructure for artificial intelligence. Nebius Neocloud & AI Factory is the Talk of the Industry Although the comp...
Formerly part of Yandex, “The Google of Russia”, Nebius Group (NBIS) underwent a massive restructuring amid the breakout of war between Russia and Ukraine. In July 2024, Yandex sold all of its Russian assets, retained its non-Russian businesses, and pivoted the company to focus on infrastructure for artificial intelligence. Nebius Neocloud & AI Factory is the Talk of the Industry Although the company is relatively new, Nebius has become one of the hottest and most-talked-about AI companies in the world because of its “neocloud.” The term neocloud refers to a cloud that is built from the ground up specifically for AI. In other words, unlike Alphabet’s (GOOGL) “Google Cloud” and Amazon’s (AMZN) “Web Services” (AWS), the Nebius neocloud is not a generalist cloud but instead is precisely focused on AI ecosystems. Traditional clouds have virtual layers between the user and hardware, slowing the massive calculations needed to train large language models (LLMs) like OpenAI’s “ChatGPT.” On the other hand, Nebius’s “InfiniBand” network is the gold standard for AI because it enables thousands of chips to act as a single supercluster brain. Meanwhile, Nebius sells entire “AI factories”, which include the data center, cooling systems, and software needed to run massive AI training clusters. NBIS: Deals, Deals, Deals The first evidence that Nebius would become an AI infrastructure juggernaut came in September 2025 when the company inked a $17.4 billion deal to become a key infrastructure partner for Microsoft’s (MSFT) AI cloud. However, it didn’t end there. Monday, Nebius scored a massive, landmark, $27 billion, 5-year deal to provide Meta Platforms (META) with compute capacity. For context, Nebius’ market cap is $28 billion, and these two deals alone are worth at least $44.4 billion! Zacks Investment Research Image Source: Zacks Investment Research Nebius: A Leader in Agentic AI One year ago, NVIDIA (NVDA) CEO Jensen Huang predicted that agentic AI would become the next wave of...
Formerly part of Yandex, “The Google of Russia”, Nebius Group (NBIS) underwent a massive restructuring amid the breakout of war between Russia and Ukraine. In July 2024, Yandex sold all of its Russian assets, retained its non-Russian businesses, and pivoted the company to focus on infrastructure for artificial intelligence. Nebius Neocloud & AI Factory is the Talk of the Industry Although the comp...
Formerly part of Yandex, “The Google of Russia”, Nebius Group (NBIS) underwent a massive restructuring amid the breakout of war between Russia and Ukraine. In July 2024, Yandex sold all of its Russian assets, retained its non-Russian businesses, and pivoted the company to focus on infrastructure for artificial intelligence. Nebius Neocloud & AI Factory is the Talk of the Industry Although the company is relatively new, Nebius has become one of the hottest and most-talked-about AI companies in the world because of its “neocloud.” The term neocloud refers to a cloud that is built from the ground up specifically for AI. In other words, unlike Alphabet’s (GOOGL) “Google Cloud” and Amazon’s (AMZN) “Web Services” (AWS), the Nebius neocloud is not a generalist cloud but instead is precisely focused on AI ecosystems. Traditional clouds have virtual layers between the user and hardware, slowing the massive calculations needed to train large language models (LLMs) like OpenAI’s “ChatGPT.” On the other hand, Nebius’s “InfiniBand” network is the gold standard for AI because it enables thousands of chips to act as a single supercluster brain. Meanwhile, Nebius sells entire “AI factories”, which include the data center, cooling systems, and software needed to run massive AI training clusters. NBIS: Deals, Deals, Deals The first evidence that Nebius would become an AI infrastructure juggernaut came in September 2025 when the company inked a $17.4 billion deal to become a key infrastructure partner for Microsoft’s (MSFT) AI cloud. However, it didn’t end there. Monday, Nebius scored a massive, landmark, $27 billion, 5-year deal to provide Meta Platforms (META) with compute capacity. For context, Nebius’ market cap is $28 billion, and these two deals alone are worth at least $44.4 billion! Zacks Investment Research Image Source: Zacks Investment Research Nebius: A Leader in Agentic AI One year ago, NVIDIA (NVDA) CEO Jensen Huang predicted that agentic AI would become the next wave of...