JHVEPhoto/iStock Editorial via Getty Images Being Cheap Is Not Going To Cut It PayPal Holdings, Inc. ( PYPL ) is one of the most debated value stocks in the market right now, and the debate is not hard to understand. PayPal trades at roughly $45 at the time of writing, which is about 85% below its 2021 peak. It generates $6B+ in annual free cash flow and is buying back ~13% of its own float every ...
JHVEPhoto/iStock Editorial via Getty Images Being Cheap Is Not Going To Cut It PayPal Holdings, Inc. ( PYPL ) is one of the most debated value stocks in the market right now, and the debate is not hard to understand. PayPal trades at roughly $45 at the time of writing, which is about 85% below its 2021 peak. It generates $6B+ in annual free cash flow and is buying back ~13% of its own float every year. A five-year DCF puts fair value at $101 in the base case, with a plausible range of $86 to $123. And yet the stock sits at ~8x forward non-GAAP EPS, priced like a business in managed decline rather than one processing nearly $1.8T in annual payment volume. Something, clearly, has gone wrong. What has gone wrong, I argue, is not the business itself. PayPal has shown that Venmo is growing, Enterprise Payments are stabilising, and Agentic commerce integrations with Google and OpenAI are now a live feature for users to get their hands on. The issue is that PayPal spent the past two years engineering EPS growth by shrinking the denominator, while the numerator, the actual earnings power of the business, barely moved, and the market knows this. And now, heading into a year when management has guided for EPS declines for the first time since the eBay separation, the buyback is no longer enough to paper over the gap. Cheap stocks become good investments when something changes, but I do not see what changes for PayPal in the next 12 months. The stock has already bounced ~18% off its 52-week low of $38.46, largely on the back of M&A speculation following a Bloomberg report on Stripe's alleged interest in acquiring the company. That premium appears already priced in and fading. The options market has drawn a ceiling at $50. Dark pool flow shows institutional distribution, not accumulation. You have probably already seen many other articles covering how cheap PayPal is at the moment, but I hope that I can show you that the setup does not favour the bulls from here. I rate PYPL a ...
Key Takeaways Micron is slated to post earnings after the closing bell Wednesday, with traders expecting its stock could reach new highs following the report. Then memory chipmaker is projected to report sales more than doubled year-over-year, driven by AI demand. Get personalized, AI-powered answers built on 27+ years of trusted expertise. ASK Micron Technology is set to report earnings after the...
Key Takeaways Micron is slated to post earnings after the closing bell Wednesday, with traders expecting its stock could reach new highs following the report. Then memory chipmaker is projected to report sales more than doubled year-over-year, driven by AI demand. Get personalized, AI-powered answers built on 27+ years of trusted expertise. ASK Micron Technology is set to report earnings after the market closes Wednesday, with traders anticipating the memory chipmaker's stock could reach new highs following the report. Options pricing suggests Micron (MU) stock is seen swinging up to 9% in either direction by the end of the week. A move of that size from Friday's close could lift the shares to $466, topping last month's record high, or pull them back down to about $364. Shares of Micron have soared nearly 50% this year so far, and more than quadrupled in value over the past 12 months, as booming AI demand drove up sales and the company raised prices. Why This Matters to Investors Micron's stock has been one of the biggest gainers in the S&P 500 this year, after a strong 2025, amid surging demand for the company's memory chips to support AI. UBS analysts earlier this month lifted their price target to $475 from $450, citing robust demand for Micron's products and strengthening profitability on the back of higher prices. The analysts said they see a shortage of memory components lasting well into 2027 and potentially 2028, supporting strong pricing for Micron even as the company and its peers boost production. Micron's revenue is projected to have more than doubled year-over-year to $19.27 billion in its fiscal second quarter. Adjusted earnings per share are forecast at $8.75, up from $1.56 a year ago, according to estimates compiled by Visible Alpha. Wall Street analysts are overwhelmingly bullish on Micron's stock. All but one of the 11 analysts with current ratings tracked by Visible Alpha consider it a "buy," compared to just one "hold" rating. With its recent gai...
Key Takeaways Micron is slated to post earnings after the closing bell Wednesday, with traders expecting its stock could reach new highs following the report. Then memory chipmaker is projected to report sales more than doubled year-over-year, driven by AI demand. Get personalized, AI-powered answers built on 27+ years of trusted expertise. ASK Micron Technology is set to report earnings after the...
Key Takeaways Micron is slated to post earnings after the closing bell Wednesday, with traders expecting its stock could reach new highs following the report. Then memory chipmaker is projected to report sales more than doubled year-over-year, driven by AI demand. Get personalized, AI-powered answers built on 27+ years of trusted expertise. ASK Micron Technology is set to report earnings after the market closes Wednesday, with traders anticipating the memory chipmaker's stock could reach new highs following the report. Options pricing suggests Micron (MU) stock is seen swinging up to 9% in either direction by the end of the week. A move of that size from Friday's close could lift the shares to $466, topping last month's record high, or pull them back down to about $364. Shares of Micron have soared nearly 50% this year so far, and more than quadrupled in value over the past 12 months, as booming AI demand drove up sales and the company raised prices. Why This Matters to Investors Micron's stock has been one of the biggest gainers in the S&P 500 this year, after a strong 2025, amid surging demand for the company's memory chips to support AI. UBS analysts earlier this month lifted their price target to $475 from $450, citing robust demand for Micron's products and strengthening profitability on the back of higher prices. The analysts said they see a shortage of memory components lasting well into 2027 and potentially 2028, supporting strong pricing for Micron even as the company and its peers boost production. Micron's revenue is projected to have more than doubled year-over-year to $19.27 billion in its fiscal second quarter. Adjusted earnings per share are forecast at $8.75, up from $1.56 a year ago, according to estimates compiled by Visible Alpha. Wall Street analysts are overwhelmingly bullish on Micron's stock. All but one of the 11 analysts with current ratings tracked by Visible Alpha consider it a "buy," compared to just one "hold" rating. With its recent gai...
Li Chunliang. Photo: VCG Chinese prosecutors have indicted Li Chunliang, former deputy director of the National Forestry and Grassland Administration, on charges of accepting “particularly huge” bribes — making him the first senior official to face criminal prosecution since the close of the 2026 parliamentary sessions. The Supreme People’s Procuratorate announced March 16 that Li is accused of ex...
Li Chunliang. Photo: VCG Chinese prosecutors have indicted Li Chunliang, former deputy director of the National Forestry and Grassland Administration, on charges of accepting “particularly huge” bribes — making him the first senior official to face criminal prosecution since the close of the 2026 parliamentary sessions. The Supreme People’s Procuratorate announced March 16 that Li is accused of exploiting his powerful government posts to amass illegal wealth and continuing to solicit bribes through his political network even after leaving office.
Audiences were gradually turned off by the Marty Supreme actor during his Oscars campaign trail, with the growing sensation that he was more like his smirking, fame-hungry character than they first imagined • Oscar winners 2026: the full list • Key takeaways from Oscars 2026 Has any actor worked so hard with such little result as Timothée Chalamet this Oscars campaign? When everything is totted up...
Audiences were gradually turned off by the Marty Supreme actor during his Oscars campaign trail, with the growing sensation that he was more like his smirking, fame-hungry character than they first imagined • Oscar winners 2026: the full list • Key takeaways from Oscars 2026 Has any actor worked so hard with such little result as Timothée Chalamet this Oscars campaign? When everything is totted up, the tally will surely suggest so: thousands of air miles and tiny orange ping-pong balls expended, but no gold statuette, as both he and his film Marty Supreme were shut out entirely of this year’s Academy Awards. For so long Chalamet’s grand tour looked a work of wide-eyed gonzo genius. It started with a “leaked” Zoom call comedy skit where the 30-year-old pitched increasingly absurd promotional ideas for his new film Marty Supreme – breakfast serial tie-ins! Blimps! Painting the Eiffel the same violent orange as the ping-pong balls in the film! – to an audience of nervously nodding marketing execs. The skit was preposterous, sure, but also a tiny bit predictive of the actual campaign. The Eiffel tower might not have been painted orange, but the blimp took off, and so did Chalamet. Broadcast across every medium, from Insta to old-fashioned network TV, appearing in just about every country, aimed at every audience – sports bros, thespians, fans of half-forgotten, foghorn-voiced talent show winners – he projected a confident ubiquity dialled down just a few notches from his character: brilliant, striving, a little insufferable. Continue reading...
March 16 (Reuters) - Amsterdam-based Nebius Group said on Monday it has signed a new five-year deal with Meta Platforms to provide the social media giant with $12 billion of dedicated AI computing capacity across multiple locations by 2027. Under the deal, Meta will also buy an additional $15 billion worth of capacity planned by Nebius over the coming five years if it is not sold to other...
March 16 (Reuters) - Amsterdam-based Nebius Group said on Monday it has signed a new five-year deal with Meta Platforms to provide the social media giant with $12 billion of dedicated AI computing capacity across multiple locations by 2027. Under the deal, Meta will also buy an additional $15 billion worth of capacity planned by Nebius over the coming five years if it is not sold to other customers, giving the contract a total value of up to $27 billion, Nebius said. Nebius is a so-called "neocloud" company that sells hardware and cloud capacity as services to other tech firms. It uses Nvidia processors to provide AI cloud infrastructure. It signed an initial $3 billion deal with Meta in November. (Reporting by Aditya Soni in Bengaluru, Toby Sterling in Amsterdam; Editing by Leroy Leo and Bernadette Baum)
TLDR Bernstein raised TSMC’s target price from NT$1,800 to NT$2,200 AI revenue projected to exceed 20% of total revenue by 2026, up from 18% in 2025 TSMC approved $44.96 billion in capital expenditure to expand AI chip production February revenue hit NT$317.6 billion — up 22.2% year-over-year Combined January–February revenue grew ~30% versus the same period last year 💥 Find the Next KnockoutStock...
TLDR Bernstein raised TSMC’s target price from NT$1,800 to NT$2,200 AI revenue projected to exceed 20% of total revenue by 2026, up from 18% in 2025 TSMC approved $44.96 billion in capital expenditure to expand AI chip production February revenue hit NT$317.6 billion — up 22.2% year-over-year Combined January–February revenue grew ~30% versus the same period last year 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. TSMC’s board approved nearly $45 billion in capital expenditure as Bernstein lifted its price target and AI revenue projections point firmly upward. Taiwan Semiconductor Manufacturing Company Limited, TSM TSMC reported February revenue of NT$317.6 billion, a 22.2% year-over-year jump. That figure dipped about 21% from January, but that’s a normal seasonal pattern — nothing to read into. Zoom out and the picture looks even stronger. Combined revenue for the first two months of 2026 climbed roughly 30% compared to the same period in 2025. The engine behind that growth? High-performance computing and AI demand from the likes of Apple, Nvidia, and AMD. Bernstein analysts say AI-related revenue will top 20% of TSMC’s total income by 2026. That’s up from an estimated 18% in 2025. It’s not just logic chips driving that number either. TSMC has started generating AI revenue through High Bandwidth Memory (HBM) base dies — the layer used at the bottom of HBM stacks. That’s a relatively new contribution, and it’s adding another lane to the AI revenue highway. Bernstein Raises Price Target On the back of these projections, Bernstein bumped TSMC’s target price from NT$1,800 to NT$2,200. Analysts pointed to AI momentum and stable non-AI demand as the two pillars supporting that upgrade. Non-AI demand isn’t going anywhere either. High-end smartphones continue to underpin that side of the business. Bernstein also noted that if any non-AI clients ...
While much of the market's attention has been focused on Nvidia (NASDAQ: NVDA) and other big tech companies, there are some below-the-radar artificial intelligence (AI) stocks that could be excellent opportunities right now. In this video, I discuss two in particular that have posted tremendous results recently and could be big winners of the AI age. *Stock prices used were the morning prices of M...
While much of the market's attention has been focused on Nvidia (NASDAQ: NVDA) and other big tech companies, there are some below-the-radar artificial intelligence (AI) stocks that could be excellent opportunities right now. In this video, I discuss two in particular that have posted tremendous results recently and could be big winners of the AI age. *Stock prices used were the morning prices of March 11, 2026. The video was published on March 12, 2026. 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 » Should you buy stock in Equinix right now? Before you buy stock in Equinix, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Equinix wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $514,000!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,105,029!* Now, it’s worth noting Stock Advisor’s total average return is 930% — a market-crushing outperformance compared to 187% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 16, 2026. Matt Frankel, CFP has positions in Digital Realty Trust. The Motley Fool has positions in and recommends Digital Realty Trust, Equinix, and Nvidia. The Motley Fool has a disclosure policy. Matthew Frankel is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extr...
WaterBridge Infrastructure LLC press release ( WBI ): Q4 Revenue of $208.88M (+1.7% Y/Y) beats by $3.46M . Produced water handling volumes of 2.6 million barrels per day, up 1% compared to third quarter combined produced water handling volumes. Adjusted EBITDA of $103.8 million, with Adjusted EBITDA Margin of 50% . Provided full year 2026 Adjusted EBITDA guidance of $420 to $460 million, with year...
WaterBridge Infrastructure LLC press release ( WBI ): Q4 Revenue of $208.88M (+1.7% Y/Y) beats by $3.46M . Produced water handling volumes of 2.6 million barrels per day, up 1% compared to third quarter combined produced water handling volumes. Adjusted EBITDA of $103.8 million, with Adjusted EBITDA Margin of 50% . Provided full year 2026 Adjusted EBITDA guidance of $420 to $460 million, with year-over-year anticipated growth driven by large scale, minimum volume commitment-backed capital projects Announced inaugural quarterly cash dividend of $0.05 per share in the first quarter of 2026. More on WaterBridge Infrastructure LLC Historical earnings data for WaterBridge Infrastructure LLC Dividend scorecard for WaterBridge Infrastructure LLC Financial information for WaterBridge Infrastructure LLC