Discover how United Rentals (NYSE: URI) , a leading equipment‑rental consolidator, is turning scale, disciplined capital allocation, and rising free cash flow into long‑term potential, and why valuation now sits at the center of the debate. Watch the video below for the full discussion. *This video was published on April 24, 2026. Continue reading
Discover how United Rentals (NYSE: URI) , a leading equipment‑rental consolidator, is turning scale, disciplined capital allocation, and rising free cash flow into long‑term potential, and why valuation now sits at the center of the debate. Watch the video below for the full discussion. *This video was published on April 24, 2026. Continue reading
Maybe the hundreds of billions that some of the big tech titans are investing in CapEx will prove too little. At least, that’s what the latest quarter of Alphabet (NASDAQ:GOOG) seems to say, with an incredible 63% in Google Cloud growth numbers and a CapEx forecast now in the $180-190 billion range. With compute constraints ... A Bigger 2027 Capex Wave May Be Coming — and Google’s Hint Could Be th...
Maybe the hundreds of billions that some of the big tech titans are investing in CapEx will prove too little. At least, that’s what the latest quarter of Alphabet (NASDAQ:GOOG) seems to say, with an incredible 63% in Google Cloud growth numbers and a CapEx forecast now in the $180-190 billion range. With compute constraints ... A Bigger 2027 Capex Wave May Be Coming — and Google’s Hint Could Be the First Real Tell From the Hyperscalers
Intel shares pop on reports that Apple has held exploratory discussions to use its foundry services. Barchart’s data suggests significant further upside in INTC stock.
Intel shares pop on reports that Apple has held exploratory discussions to use its foundry services. Barchart’s data suggests significant further upside in INTC stock.
Kevin Dietsch ServiceNow ( NOW ) announced a plethora of new and expanded collaborations and new platforms aimed at security and transforming "enterprise AI chaos into control" on Tuesday at its Knowledge 2026 event in Las Vegas. The enterprise software firm has embedded logistics from FedEx ( FDX ) Dataworks directly into existing ServiceNow Source-to-Pay and is building net-new Supply Chain Mana...
Kevin Dietsch ServiceNow ( NOW ) announced a plethora of new and expanded collaborations and new platforms aimed at security and transforming "enterprise AI chaos into control" on Tuesday at its Knowledge 2026 event in Las Vegas. The enterprise software firm has embedded logistics from FedEx ( FDX ) Dataworks directly into existing ServiceNow Source-to-Pay and is building net-new Supply Chain Management workflows. The companies will seek to optimize workflows to improve supply chain visibility, exception management, and customer experiences, beginning with a suite of procurement solutions. "The physical scale and reach of the FedEx global network generates more than 2 petabytes of data daily," said FedEx CEO Raj Subramaniam . "The expanded collaboration with ServiceNow and FedEx Dataworks combines and leverages the power of this network DNA with ServiceNow’s AI-driven capabilities. By bringing our strengths together, we are improving customer workflows and making supply chains smarter for everyone." ServiceNow also expanded its partnership with Nvidia ( NVDA ) to "extend agentic AI governance from desktops to data centers." This includes Project Arc, a new enterprise autonomous desktop agent secured by the Nvidia OpenShell runtime and governed by ServiceNow AI Control Tower , that will live on employee desktops and autonomously complete complex work. Microsoft ( MSFT ) is expanding its work with ServiceNow to help bring order to what they call "the chaos of AI agent sprawl." "With this expanded integration, customers can securely apply governance across ServiceNow and Microsoft environments with integrated visibility and controls, while putting ServiceNow Autonomous Workforce to work across the Microsoft 365 environment," said Jon Sigler, general manager of ServiceNow's AI Platform. "This is an example of what it means to put AI to work at enterprise scale, with the trust and interoperability that business transformation requires." ServiceNow introduced a new produc...
Powell Industries ( POWL ) rose as much as 10% on Tuesday after reporting Q2 results that fell short of analysts’ expectations. It reported earnings of $1.25 while revenue came in at $297M. Although the revenue missed consensus, it showed a year-on-year improvement of 23%, which the company said was driven by higher revenue levels from the commercial & other industrial market, which grew 35%, as w...
Powell Industries ( POWL ) rose as much as 10% on Tuesday after reporting Q2 results that fell short of analysts’ expectations. It reported earnings of $1.25 while revenue came in at $297M. Although the revenue missed consensus, it showed a year-on-year improvement of 23%, which the company said was driven by higher revenue levels from the commercial & other industrial market, which grew 35%, as well as from the electric utility and oil & gas markets, which grew 14% and 11%, respectively. The company reported new orders worth $490 million in the quarter, driven by improved bookings across its core markets, including the electric utility, commercial & other industrial, and oil & gas markets. The company's order backlog as of March 31, 2026, totaled $1.8 billion. The management remains optimistic over its ongoing investment cycle to support data center build-outs and AI capacity growth. “We also anticipate that activity within the gas market, including LNG, gas pipeline, and gas-to-chemical end markets, will remain active, driven by the advantaged competitive position that we believe U.S.-based exporters currently maintain,” CEO Brett Cope added. The firm has also declared a $0.09/share quarterly dividend , in line with its previous payout. The dividend is payable on June 17 for shareholders of record on May 20. The stock has skyrocketed by over 180% in the year so far compared to a modest 6% rise in the broader markets. More on Powell Industries Powell Industries: An Undervalued Industrial Leader Powell Industries: Stock Split Brings Noise, Hold Until Further Growth Signs Powell Industries: A Competitive Analysis Powell Industries GAAP EPS of $1.25 misses by $0.09, revenue of $297M misses by $2.12M Selective strength: Small group of industrial names reaches 52-week highs
The latest tally of analyst opinions from the major brokerage houses shows that among the components of the S&P 500 index, AbbVie is now the #77 analyst pick, moving up by 9 spots. This rank is formed by averaging the analyst opinions for each component from each br
The latest tally of analyst opinions from the major brokerage houses shows that among the components of the S&P 500 index, AbbVie is now the #77 analyst pick, moving up by 9 spots. This rank is formed by averaging the analyst opinions for each component from each br
Wolfe Research believes that the latest growth driver for Five Below comes in the form of a squishy toy dumpling. In a Tuesday note to clients, analyst Spencer Hanus reiterated his outperform rating on the off-price retail chain. Hanus' new price target of $291 price target implies upside of 26% from where shares of Five Below closed Monday afternoon. The stock has surged 21% this year. FIVE YTD m...
Wolfe Research believes that the latest growth driver for Five Below comes in the form of a squishy toy dumpling. In a Tuesday note to clients, analyst Spencer Hanus reiterated his outperform rating on the off-price retail chain. Hanus' new price target of $291 price target implies upside of 26% from where shares of Five Below closed Monday afternoon. The stock has surged 21% this year. FIVE YTD mountain Five Below shares in 2026 In the note, Hanus pointed to the skyrocketing popularity of "squish" toys, including the dumplings, as an "important and underappreciated driver of FIVE's momentum." Other toys fitting into this trend include NeeDoh and Taba, and their exploding virality on TikTok has been boosting foot traffic to Five Below in recent month. Just last week, Five Below put up a notice that it was trying to put more mystery dumplings back in stock and limiting customers to just three items per person, per day. "The 'squish' trend is also helping accelerate momentum at FIVE, as product scarcity is driving repeat visits and new occasions. As a result, 1Q is set up for a significant beat, with [same-store sales] in the high teens to low 20% vs. consensus at +16%. We continue to expect strong flow through and view 2Q estimates as too low," Hanus said. "Sustainability is increasingly on our mind, but we are still confident in FIVE's strategy and ability to capitalize on trends." Hanus noted that while management set reasonable expectations, he still expects executives to leave room to beat and raise guidance throughout the year. Both new and existing customer sales have accelerated at Five Below, as consumers are coming to stores seeking viral items and returning as new trends emerge, the analyst added. "This helps fade concerns about comping the comp, as we're still early in the squish trend with room for upside or a new viral trend emerging for FIVE to capitalize on. The breadth of the momentum remains key as consumer demand continues to support the higher [ave...
Bloomberg's Emily Nicolle joins Isabelle Lee and Tim Stenovec on "Bloomberg Crypto." Crypto exchange Coinbase will cut around 14% of its workforce, citing a need to manage costs in volatile markets and technological advances in artificial intelligence. (Source: Bloomberg)
Bloomberg's Emily Nicolle joins Isabelle Lee and Tim Stenovec on "Bloomberg Crypto." Crypto exchange Coinbase will cut around 14% of its workforce, citing a need to manage costs in volatile markets and technological advances in artificial intelligence. (Source: Bloomberg)
Bitcoin (CRYPTO: BTC) , the world's most valuable cryptocurrency, is often valued by its scarcity because it's mined with the energy-intensive proof-of-work (PoW) consensus mechanism. By using powerful computers, miners solve cryptographic puzzles to earn Bitcoins as rewards. When Bitcoin was created in 2009, it could be mined with simple CPUs. But every four years (after 210,000 blocks were mined...
Bitcoin (CRYPTO: BTC) , the world's most valuable cryptocurrency, is often valued by its scarcity because it's mined with the energy-intensive proof-of-work (PoW) consensus mechanism. By using powerful computers, miners solve cryptographic puzzles to earn Bitcoins as rewards. When Bitcoin was created in 2009, it could be mined with simple CPUs. But every four years (after 210,000 blocks were mined), the mining rewards were cut in half through a scheduled "halving" to make it more difficult to mine Bitcoin for profit. To keep up with those halvings, Bitcoin miners shifted from CPUs to GPUs to application-specific integrated circuits (ASICs). Today, those miners can only profitably mine Bitcoins with powerful ASIC miners. Image source: Getty Images. Continue reading