19 hours ago
AbbVie (ABBV) grew revenue 10.4% over the past twelve months and turned 33.9% of it into operating profit, second only to Eli Lilly among its peers on both counts. Its stock returned 24.9% over the same twelve months, fifth of the six. What the business delivered and what the market paid for it have come apart.
Johnson & Johnson makes the contrast sharpest. JNJ grew revenue 8.1% over the same twelve months on an operating margin of 26.8%—edging out Pfizer's 26.7%—while its stock returned 53.9%. It also trades at 30.5 times earnings, where AbbVie trades at 71.5.
ABBV
JNJ
PFE
#abbvie #grew #operating
Johnson & Johnson makes the contrast sharpest. JNJ grew revenue 8.1% over the same twelve months on an operating margin of 26.8%—edging out Pfizer's 26.7%—while its stock returned 53.9%. It also trades at 30.5 times earnings, where AbbVie trades at 71.5.
ABBV
JNJ
PFE
#abbvie #grew #operating
10 days ago
Apple Inc. (NASDAQ:AAPL) has officially entered its John Ternus era from a position of strength, but Wall Street believes that the next leg of growth depends on two unproven bets.
On September 2, DA Davidson ***** yst Gil Luria reiterated a Neutral rating on the stock with a $270.00 price target. The firm ***** erts that Apple's ability to get off to a strong start under the new CEO depends on the expected foldable iPhone Ultra and broad price increases.
Without these two factors, Luria said revenue declines would have been expected next year.
Apple Inc. (NASDAQ:AAPL) enters the Ternus era from a position of strength. For the fiscal Q3, revenue jumped 16% year-over-year to $109.4 billion, with iPhone revenues surging almost 22% to $54.25 billion.
Cook has already transformed the company from $350 billion to a $4.5 trillion behemoth. The next test for Ternus, therefore, is to not to make more cash but to prove there is enough growth and product innovation to keep the momentum strong for Apple.
#year #NASDAQ #luria #position
On September 2, DA Davidson ***** yst Gil Luria reiterated a Neutral rating on the stock with a $270.00 price target. The firm ***** erts that Apple's ability to get off to a strong start under the new CEO depends on the expected foldable iPhone Ultra and broad price increases.
Without these two factors, Luria said revenue declines would have been expected next year.
Apple Inc. (NASDAQ:AAPL) enters the Ternus era from a position of strength. For the fiscal Q3, revenue jumped 16% year-over-year to $109.4 billion, with iPhone revenues surging almost 22% to $54.25 billion.
Cook has already transformed the company from $350 billion to a $4.5 trillion behemoth. The next test for Ternus, therefore, is to not to make more cash but to prove there is enough growth and product innovation to keep the momentum strong for Apple.
#year #NASDAQ #luria #position
16 days ago
Ross Stores, Inc. (NASDAQ:ROST) surged after raising its full-year fiscal 2026 earnings guidance. The off-price retailer boosted its FY26 EPS target to $8.61–$8.77 from $7.50–$7.74, cruising past consensus estimates of $7.82.
The primary catalyst was a stellar Q2 2026 report. Total sales rose 13% to $6.3 billion, beating estimates, while comparable-store sales jumped 10% versus 7.6% expected, driven primarily by customer traffic. Operating profits reached $1.1 billion, with operating margin expanding 610 basis points to include a 405 basis point boost from IEEPA tariff refunds. Reported diluted EPS reached $2.66 (vs. $1.56 a year ago), which included a $0.60 per share tariff refund benefit. Excluding this benefit, adjusted EPS came in at $2.06, still beating expectations driven by broad-based gains across customer demographics. The company also increased its fiscal 2026 store expansion plan to 115 new locations.
This performance brings up a core question: Does Ross Stores' double-digit comp growth signal sustainable market share gains, or will non-recurring tariff tailwinds and inventory buildup pressure future upside?
Wall Street **** ysts responded aggressively to the quarter. On August 21, Barclays **** yst Adrienne Yih raised the firm's price target on ROST to $298 from $260, keeping an Overweight rating. She cited the 10% comp beat, noting that Ross's "short-term execution gap versus peers remains wide" while trend strength has continued into Q3. The same day, Deutsche Bank raised its target to $294 from $283 with a Buy rating, highlighting that comp growth was driven by broad-based transaction gains and management's confidence in accelerating two-year comp momentum.
Operationally, Ross benefits from a scalable off-price model that efficiently sources excess inventory. Rapid turns and frequent product changes foster traffic and customer loyalty. Traffic gains across all merchandise categories indicate broad market share gains rather than reliance on a single segment. Furthermore, strong cash generation ($1.71 billion in H1 operating cash flow) supports store expansion, with 115 new openings planned for FY26, and continuous share buybacks without balance sheet strain.
#gains #Share #billion
The primary catalyst was a stellar Q2 2026 report. Total sales rose 13% to $6.3 billion, beating estimates, while comparable-store sales jumped 10% versus 7.6% expected, driven primarily by customer traffic. Operating profits reached $1.1 billion, with operating margin expanding 610 basis points to include a 405 basis point boost from IEEPA tariff refunds. Reported diluted EPS reached $2.66 (vs. $1.56 a year ago), which included a $0.60 per share tariff refund benefit. Excluding this benefit, adjusted EPS came in at $2.06, still beating expectations driven by broad-based gains across customer demographics. The company also increased its fiscal 2026 store expansion plan to 115 new locations.
This performance brings up a core question: Does Ross Stores' double-digit comp growth signal sustainable market share gains, or will non-recurring tariff tailwinds and inventory buildup pressure future upside?
Wall Street **** ysts responded aggressively to the quarter. On August 21, Barclays **** yst Adrienne Yih raised the firm's price target on ROST to $298 from $260, keeping an Overweight rating. She cited the 10% comp beat, noting that Ross's "short-term execution gap versus peers remains wide" while trend strength has continued into Q3. The same day, Deutsche Bank raised its target to $294 from $283 with a Buy rating, highlighting that comp growth was driven by broad-based transaction gains and management's confidence in accelerating two-year comp momentum.
Operationally, Ross benefits from a scalable off-price model that efficiently sources excess inventory. Rapid turns and frequent product changes foster traffic and customer loyalty. Traffic gains across all merchandise categories indicate broad market share gains rather than reliance on a single segment. Furthermore, strong cash generation ($1.71 billion in H1 operating cash flow) supports store expansion, with 115 new openings planned for FY26, and continuous share buybacks without balance sheet strain.
#gains #Share #billion
23 days ago
On August 13, Abeona Therapeutics (NASDAQ:ABEO) reported second-quarter results that captured a company scaling a genuinely new kind of medicine while working through the ***** ps that come with it. ZEVASKYN, its cell therapy for a severe skin disease called recessive dystrophic epidermolysis bullosa, brought in $11.4 million in revenue for the quarter, and the number of patients treated kept rising. But the call also laid out cancellations, manufacturing hiccups, and a shift in how the company plans to report its own progress, all within the same three months.
Revenue climbed 31%, or $2.7 million, to $11.4 million from $8.7 million in the first quarter of 2026. Abeona has now treated 12 patients since ZEVASKYN's launch, including five in the second quarter and three more in the third quarter to date. The treatment center network grew alongside that, reaching seven activated sites with the recent addition of Cincinnati Children's, one of the largest epidermolysis bullosa treatment hubs in the country. New York-Presbyterian/Columbia University Irving Medical Center and Children's Hospital of Philadelphia also came online during the quarter, and CHOP moved fast, completing its first treatment in July just months after activating in May. UTMB, meanwhile, finished its first patient biopsy. Roughly 40% of the addressable patient population now has in-state access to a qualified treatment center.
Abeona also picked up a new technology add-on payment from the Centers for Medicare and Medicaid Services, effective Oct. 1, 2026, for fiscal year 2027, making it one of only three approvals out of 15 new applications that cycle. On the cost side, R&D spending fell to $5 million from $9.6 million, which had included a one-time $7 million licensing payment, and SG&A dropped to $15.8 million from $19.5 million. The company closed the quarter with $146.8 million in cash and short-term investments.
The net loss widened to $20.2 million, or $0.35 per share, from $17.1 million, or $0.30 per share, in the first quarter. Of the five patients treated in the second quarter, only four generated recognized revenue, because one batch's cell yield came in below the threshold required for recognition. Management pointed to ZEVASKYN's 84-hour shelf life as a core operational challenge, since it forces dermatologists, surgeons, anesthesiologists, and hospital staff to lock in exact dates well ahead of time. That rigidity showed up directly in the numbers: two scheduled biopsies were canceled at the last minute in the second quarter after patients' health unexpectedly declined, and because those slots had been booked so far in advance, they could not be filled by another patient.
#abeona #first #center
Revenue climbed 31%, or $2.7 million, to $11.4 million from $8.7 million in the first quarter of 2026. Abeona has now treated 12 patients since ZEVASKYN's launch, including five in the second quarter and three more in the third quarter to date. The treatment center network grew alongside that, reaching seven activated sites with the recent addition of Cincinnati Children's, one of the largest epidermolysis bullosa treatment hubs in the country. New York-Presbyterian/Columbia University Irving Medical Center and Children's Hospital of Philadelphia also came online during the quarter, and CHOP moved fast, completing its first treatment in July just months after activating in May. UTMB, meanwhile, finished its first patient biopsy. Roughly 40% of the addressable patient population now has in-state access to a qualified treatment center.
Abeona also picked up a new technology add-on payment from the Centers for Medicare and Medicaid Services, effective Oct. 1, 2026, for fiscal year 2027, making it one of only three approvals out of 15 new applications that cycle. On the cost side, R&D spending fell to $5 million from $9.6 million, which had included a one-time $7 million licensing payment, and SG&A dropped to $15.8 million from $19.5 million. The company closed the quarter with $146.8 million in cash and short-term investments.
The net loss widened to $20.2 million, or $0.35 per share, from $17.1 million, or $0.30 per share, in the first quarter. Of the five patients treated in the second quarter, only four generated recognized revenue, because one batch's cell yield came in below the threshold required for recognition. Management pointed to ZEVASKYN's 84-hour shelf life as a core operational challenge, since it forces dermatologists, surgeons, anesthesiologists, and hospital staff to lock in exact dates well ahead of time. That rigidity showed up directly in the numbers: two scheduled biopsies were canceled at the last minute in the second quarter after patients' health unexpectedly declined, and because those slots had been booked so far in advance, they could not be filled by another patient.
#abeona #first #center
24 days ago
Image source: The Motley Fool.
Wednesday, Aug. 12, 2026, at 10:30 a.m. ET
Chief Executive Officer and Chairman - Robert S. Ellin
Interim Chief Financial Officer - Craig Christensen
Operator: Good morning and thank you for standing by. Welcome to LiveOne's fiscal year 27 first quarter ended June 30, 2026 Financial Results and Business Update Conference Call. During today's call, all participants will be in a listen-only mode. Following the presentation, the conference will be opened for questions. Presenting on today's call is Robert S. Ellin, CEO and Chairman of LiveOne, and Craig Christensen, Interim CFO of LiveOne. I would like to remind you that some of the statements made on today's call are forward looking and are based on current expectations and forecasts and ******* umptions that involve various risks and uncertainties.
#call #officer #ellin #christensen
Wednesday, Aug. 12, 2026, at 10:30 a.m. ET
Chief Executive Officer and Chairman - Robert S. Ellin
Interim Chief Financial Officer - Craig Christensen
Operator: Good morning and thank you for standing by. Welcome to LiveOne's fiscal year 27 first quarter ended June 30, 2026 Financial Results and Business Update Conference Call. During today's call, all participants will be in a listen-only mode. Following the presentation, the conference will be opened for questions. Presenting on today's call is Robert S. Ellin, CEO and Chairman of LiveOne, and Craig Christensen, Interim CFO of LiveOne. I would like to remind you that some of the statements made on today's call are forward looking and are based on current expectations and forecasts and ******* umptions that involve various risks and uncertainties.
#call #officer #ellin #christensen
1 month ago
Ethereum (CRYPTO: ETH) may be down more than 60% from its all-time high from last summer, but that's not stopping forward-looking crypto investors from speculating on what might happen during the next bull market cycle.
Tom Lee, co-founder of Wall Street research firm Fundstrat and chairman of Bitmine Immersion Technologies (NYSE: BMNR), has emerged as one of the loudest voices predicting massive gains in the price of Ethereum. In fact, he thinks Ethereum could eventually hit a price of $250,000. Given its current price of just $2,000, that would represent a stunning 125x return on investment.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The good news, if you're thinking about investing in Ethereum, is that there have been some recent signs of life. In July, for example, Ethereum outperformed both the Nasdaq-100 and Bitcoin (CRYPTO: BTC). And it did so handily. Ethereum beat tech stocks by 25 percentage points, and Bitcoin by 11 percentage points. That's something Lee has been quick to point out, suggesting it could be foreshadowing a massive bull market rally for Ethereum.
But just keep in mind: This could also be a dead cat bounce. After all, Ethereum is still down nearly 40% for the year. And recent shakeups at the Ethereum Foundation suggest that there's enormous internal dissension about where the cryptocurrency is headed next.
#ethereum #price #next
Tom Lee, co-founder of Wall Street research firm Fundstrat and chairman of Bitmine Immersion Technologies (NYSE: BMNR), has emerged as one of the loudest voices predicting massive gains in the price of Ethereum. In fact, he thinks Ethereum could eventually hit a price of $250,000. Given its current price of just $2,000, that would represent a stunning 125x return on investment.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The good news, if you're thinking about investing in Ethereum, is that there have been some recent signs of life. In July, for example, Ethereum outperformed both the Nasdaq-100 and Bitcoin (CRYPTO: BTC). And it did so handily. Ethereum beat tech stocks by 25 percentage points, and Bitcoin by 11 percentage points. That's something Lee has been quick to point out, suggesting it could be foreshadowing a massive bull market rally for Ethereum.
But just keep in mind: This could also be a dead cat bounce. After all, Ethereum is still down nearly 40% for the year. And recent shakeups at the Ethereum Foundation suggest that there's enormous internal dissension about where the cryptocurrency is headed next.
#ethereum #price #next
1 month ago
Airbnb (ABNB) stock charged higher on Aug. 7, printing a new four-year high after the short-term rentals company posted a blowout Q2 release and raised its guidance for the full year.
ABNB recorded $3.61 billion in revenue, up 16.5% on a year-over-year basis, and $1.37 in earnings per share (EPS), handily beating the ******* yst forecast of $1.26 per share.
Mark Cuban Says on a $25,000 Heart Transplant, Doctor Gets $2,200 for 'Literally Taking a Heart Out' — Pay $10K So They're Not Thinking About Next 'Boo-Boo'
Tim Cook Says There's 'No Better Person' to Take Over at Apple – Here's What AAPL Investors Need to Know About the CEO Transition
The Curious Case of Oracle Stock: The Better the Business Gets, the More Investors Worry
#year #heart #gets #Stock
ABNB recorded $3.61 billion in revenue, up 16.5% on a year-over-year basis, and $1.37 in earnings per share (EPS), handily beating the ******* yst forecast of $1.26 per share.
Mark Cuban Says on a $25,000 Heart Transplant, Doctor Gets $2,200 for 'Literally Taking a Heart Out' — Pay $10K So They're Not Thinking About Next 'Boo-Boo'
Tim Cook Says There's 'No Better Person' to Take Over at Apple – Here's What AAPL Investors Need to Know About the CEO Transition
The Curious Case of Oracle Stock: The Better the Business Gets, the More Investors Worry
#year #heart #gets #Stock
1 month ago
The Grayscale XRP Trust ETF has sold XRP worth more than $180 million during the first half of 2026, the latest filing with the U.S. Securities and Exchange Commission (SEC) revealed.
The fund held 122.23 million XRP by the end of 2025 but lowered the holdings to 55.04 million XRP as of June 30, 2026.
The trust cashed out $180.78 million worth of XRP, selling 103.41 million tokens to redeem investor ****** ets.
Related: XRP holders can now borrow Ripple's stablecoin
The trust created an additional 36.27 million in XRP worth $66.58 million during the last six months. But the outflows exceeded the inflows.
#commission
The fund held 122.23 million XRP by the end of 2025 but lowered the holdings to 55.04 million XRP as of June 30, 2026.
The trust cashed out $180.78 million worth of XRP, selling 103.41 million tokens to redeem investor ****** ets.
Related: XRP holders can now borrow Ripple's stablecoin
The trust created an additional 36.27 million in XRP worth $66.58 million during the last six months. But the outflows exceeded the inflows.
#commission
1 month ago
Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Health Care Fund". A copy of the letter is available to download here. The Fund gained 11.99% during the quarter, compared with the 10.48% gain for the Russell 3000 Health Care Index and the 15.44% gain for the Russell 3000 Index. Since inception, the Fund appreciated 10.61% on an annualized basis, compared with 10.02% for the Benchmark and 14.83% for the Index. Strong stock selection in pharmaceuticals, biotechnology, health care equipment, and life sciences tools and services supported the Fund's outperformance, although limited exposure to managed care stocks reduced relative returns. The Fund remains positive on health care due to improving biotechnology funding, strong acquisition activity, recovering managed care margins, and growth from an aging population, chronic disease, medical innovation, and higher health care spending. In addition, please check the Fund's top five holdings to know the best picks in 2026.
In its second-quarter 2026 investor letter, Baron Health Care Fund highlighted Gilead Sciences, Inc. (NASDAQ:GILD). Gilead Sciences, Inc. (NASDAQ:GILD), a biopharmaceutical company that discovers, develops, and commercializes medicines for unmet medical needs, detracted from the fund's performance during the quarter. On August 03, 2026, Gilead Sciences, Inc. (NASDAQ:GILD) closed at $131.15 per share. The one-month return of Gilead Sciences, Inc. (NASDAQ:GILD) was -3.82%, and its shares gained 16.62% over the past 52 weeks. Gilead Sciences, Inc. (NASDAQ:GILD) has a market capitalization of $162.83 billion.
Baron Health Care Fund stated the following regarding Gilead Sciences, Inc. (NASDAQ:GILD) in its Q2 2026 investor letter:
"Biotechnology company Gilead Sciences, Inc. (NASDAQ:GILD) is best known for developing and commercializing therapies that treat and prevent HIV. Following a strong first-quarter advance driven by continued enthusiasm surrounding the launch of Yeztugo for HIV prevention, the stock detracted from performance in the second quarter. Shares pulled back after management issued conservative 2026 guidance in February, including expectations for approximately $800 million of Yeztugo sales, below investor expectations. Despite the more cautious outlook, we remain confident in Yeztugo's long-term opportunity. Unlike Descovy, a daily oral preventive treatment, Yeztugo is a twice-yearly injectable therapy that has the potential to significantly improve patient compliance. Looking ahead, we continue to view Gilead as a leader in HIV treatment and prevention, with Yeztugo representing an important new preventive option and a promising next-generation pipeline that includes a weekly oral lenacapavir and islatravir combination being developed with Merck & Co., Inc., as well as a wholly-owned weekly regimen incorporating a novel integrase inhibitor designed to offer a higher barrier to resistance."
#sciences #gild #Health
In its second-quarter 2026 investor letter, Baron Health Care Fund highlighted Gilead Sciences, Inc. (NASDAQ:GILD). Gilead Sciences, Inc. (NASDAQ:GILD), a biopharmaceutical company that discovers, develops, and commercializes medicines for unmet medical needs, detracted from the fund's performance during the quarter. On August 03, 2026, Gilead Sciences, Inc. (NASDAQ:GILD) closed at $131.15 per share. The one-month return of Gilead Sciences, Inc. (NASDAQ:GILD) was -3.82%, and its shares gained 16.62% over the past 52 weeks. Gilead Sciences, Inc. (NASDAQ:GILD) has a market capitalization of $162.83 billion.
Baron Health Care Fund stated the following regarding Gilead Sciences, Inc. (NASDAQ:GILD) in its Q2 2026 investor letter:
"Biotechnology company Gilead Sciences, Inc. (NASDAQ:GILD) is best known for developing and commercializing therapies that treat and prevent HIV. Following a strong first-quarter advance driven by continued enthusiasm surrounding the launch of Yeztugo for HIV prevention, the stock detracted from performance in the second quarter. Shares pulled back after management issued conservative 2026 guidance in February, including expectations for approximately $800 million of Yeztugo sales, below investor expectations. Despite the more cautious outlook, we remain confident in Yeztugo's long-term opportunity. Unlike Descovy, a daily oral preventive treatment, Yeztugo is a twice-yearly injectable therapy that has the potential to significantly improve patient compliance. Looking ahead, we continue to view Gilead as a leader in HIV treatment and prevention, with Yeztugo representing an important new preventive option and a promising next-generation pipeline that includes a weekly oral lenacapavir and islatravir combination being developed with Merck & Co., Inc., as well as a wholly-owned weekly regimen incorporating a novel integrase inhibitor designed to offer a higher barrier to resistance."
#sciences #gild #Health
1 month ago
Tech stocks boosted the major indexes on Tuesday morning as markets eyed Middle East talks and earnings rolled in, with the arrival of ****** eX's (SPCX) earnings after the bell in focus.
The tech-heavy Nasdaq Composite (^IXIC) led stocks higher, surging over 2%, while the S&P 500 (^GSPC) added 1.5%, pacing for a record high close. The blue-chip Dow Jones Industrial Average (^DJI) built on its own record high on Monday with a 1.7% gain.
A slew of important earnings updates helped lift stocks on Tuesday. Caterpillar (CAT), the Dow's second-largest component by weight and an industrial beneficiary of the AI build-out, gained 6% after its sales and revenue topped $20 billion for the first time.
Palantir (PLTR) stock also soared 26% following what CEO Alex Karp deemed an "otherworldly" quarter. In the second quarter, Palantir's commercial revenue from the US government surged 90% year over year.
That helped propel a rally in chip and tech stocks, as the PHLX Semiconductor Index (^SOX) jumped 6% and stocks such as Intel (INTC), Micron (MU), and Nvidia (NVDA) gained momentum.
#tuesday #industrial #high #second
The tech-heavy Nasdaq Composite (^IXIC) led stocks higher, surging over 2%, while the S&P 500 (^GSPC) added 1.5%, pacing for a record high close. The blue-chip Dow Jones Industrial Average (^DJI) built on its own record high on Monday with a 1.7% gain.
A slew of important earnings updates helped lift stocks on Tuesday. Caterpillar (CAT), the Dow's second-largest component by weight and an industrial beneficiary of the AI build-out, gained 6% after its sales and revenue topped $20 billion for the first time.
Palantir (PLTR) stock also soared 26% following what CEO Alex Karp deemed an "otherworldly" quarter. In the second quarter, Palantir's commercial revenue from the US government surged 90% year over year.
That helped propel a rally in chip and tech stocks, as the PHLX Semiconductor Index (^SOX) jumped 6% and stocks such as Intel (INTC), Micron (MU), and Nvidia (NVDA) gained momentum.
#tuesday #industrial #high #second
1 month ago
Interested in Strategy Inc? Here are five stocks we like better.
Strategy Inc reported an $8.22 billion second-quarter net loss, driven mainly by an $8.32 billion noncash accounting charge tied to Bitcoin's price decline under new fair-value rules.
Management sold roughly 3,588 Bitcoin at a loss to fund preferred dividends and generate an estimated $59 million tax **** et, reflecting a tactical rather than distressed sale.
Strategy is working to stabilize its STRC preferred stock and expanded its cash reserve to $3.75 billion, reinforcing liquidity to protect its Bitcoin accumulation strategy.
Strategy Inc (NASDAQ: MSTR) recently reported a heavy $8.22 billion second-quarter net loss, translating to a stark negative earnings per share of $24.45.
#strategy #Bitcoin #reported #preferred
Strategy Inc reported an $8.22 billion second-quarter net loss, driven mainly by an $8.32 billion noncash accounting charge tied to Bitcoin's price decline under new fair-value rules.
Management sold roughly 3,588 Bitcoin at a loss to fund preferred dividends and generate an estimated $59 million tax **** et, reflecting a tactical rather than distressed sale.
Strategy is working to stabilize its STRC preferred stock and expanded its cash reserve to $3.75 billion, reinforcing liquidity to protect its Bitcoin accumulation strategy.
Strategy Inc (NASDAQ: MSTR) recently reported a heavy $8.22 billion second-quarter net loss, translating to a stark negative earnings per share of $24.45.
#strategy #Bitcoin #reported #preferred
1 month ago
ExxonMobil (NYSE:XOM) is one of the top energy names in President Donald Trump's financial disclosures from earlier this year. The stock is up about 27% so far this year. But does a presidential trade make it a buy today? Let's break down what's actually driving the stock.
Exxon benefits directly from rising oil prices amid the Iran war. Its upstream segment was projected to see a multibillion-dollar earnings lift for the second quarter compared to the first, driven almost entirely by higher realized prices rather than any change in production. That's the logic behind buying an oil major right as a Middle East conflict escalates.
Exxon's balance sheet gives it room to lean into higher prices. Net debt relative to EBITDA sits under 1x, among the lowest in the industry, and the company is on pace to repurchase roughly $20 billion of stock this year. Guyana production just hit a quarterly record above 900,000 barrels a day, and the company has applied to drill dozens more wells there.
In the Permian Basin, Exxon is now the largest operator following its Pioneer acquisition and expects to roughly double output there by 2030. Longer term, natural gas tied to data center power demand is another growth lever bulls point to, with McKinsey estimating data centers could eventually account for more than a tenth of total U.S. power demand.
There's a demand question sitting underneath the price spike. The IEA sees global oil demand softening this year, and even OPEC, which tends to run more optimistic, trimmed its own demand growth forecast. If the Iran-driven premium in oil prices fades if another ceasefire takes place, some of Exxon's near-term earnings boost fades with it.
#Iran #earnings
Exxon benefits directly from rising oil prices amid the Iran war. Its upstream segment was projected to see a multibillion-dollar earnings lift for the second quarter compared to the first, driven almost entirely by higher realized prices rather than any change in production. That's the logic behind buying an oil major right as a Middle East conflict escalates.
Exxon's balance sheet gives it room to lean into higher prices. Net debt relative to EBITDA sits under 1x, among the lowest in the industry, and the company is on pace to repurchase roughly $20 billion of stock this year. Guyana production just hit a quarterly record above 900,000 barrels a day, and the company has applied to drill dozens more wells there.
In the Permian Basin, Exxon is now the largest operator following its Pioneer acquisition and expects to roughly double output there by 2030. Longer term, natural gas tied to data center power demand is another growth lever bulls point to, with McKinsey estimating data centers could eventually account for more than a tenth of total U.S. power demand.
There's a demand question sitting underneath the price spike. The IEA sees global oil demand softening this year, and even OPEC, which tends to run more optimistic, trimmed its own demand growth forecast. If the Iran-driven premium in oil prices fades if another ceasefire takes place, some of Exxon's near-term earnings boost fades with it.
#Iran #earnings
2 months ago
You pick up a call that appears to be from your bank. The voice knows the lingo, claiming fraudulent charges are hitting your account and tells you to move fast to protect your money.
That call is where the story starts for Dahiana Ponce.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
#call #dahiana #bezos #dave
That call is where the story starts for Dahiana Ponce.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
#call #dahiana #bezos #dave
2 months ago
By
July 22, 2026 11:22 am ET
Listen
(2 min)
U.S. commercial crude oil inventories rose unexpectedly last week as imports increased and exports fell, according to data released Wednesday by the U.S. Energy Information Administration.
#commercial #rose
July 22, 2026 11:22 am ET
Listen
(2 min)
U.S. commercial crude oil inventories rose unexpectedly last week as imports increased and exports fell, according to data released Wednesday by the U.S. Energy Information Administration.
#commercial #rose
2 months ago
With artificial intelligence fueling upside, Taiwan Semiconductor (TSM) is still one of the hottest tech giants to buy and hold long-term. Furthermore, the company just posted strong earnings. EPS of $4.31 beat by $0.37. Revenue of $40.2 billion rocketed 33.7% higher year-over-year (YOY), beating estimates by $300 million. And ***** ysts are still incredibly bullish. For example, Wedbush reiterated an "Outperform" rating on the stock, with a price target of NT$3,000 from NT$2,900, thanks to strong, growing demand for artificial intelligence chips.
And while the stock did pull back on the company's plans to increase its 2026 capital expenditures to between $60 billion and $64 billion, up from $52 billion to $56 billion, I'd use recent weakness as an opportunity to buy for the long haul.
This Dividend King Could Be One of the Safest Stocks to Own Right Now
AI Startup Moonshot Just Launched Its Record-Setting Kimi K3 Model. Buy Alibaba Stock to Benefit.
As the AI Selloff Worsens, Time-Tested Procter & Gamble Stock Could Be the Biggest Winner
#artificial #still #year #semiconductor
And while the stock did pull back on the company's plans to increase its 2026 capital expenditures to between $60 billion and $64 billion, up from $52 billion to $56 billion, I'd use recent weakness as an opportunity to buy for the long haul.
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2 months ago
IBM's (IBM) stock is likely to stay in the penalty box for an extended duration after a shock profit warning.
Quick insight: Big Blue's stock crashed 25% on Tuesday, its worst day ever, dating back to 1961. The stock lost 23% in a single session in October 1987.
Shares were up slightly on Wednesday in premarket action.
"I think that this is one that you're going to have to wait, and it's going to be in the penalty box for a while as they adjust their business," Globalt Investments senior portfolio manager Thomas Martin said on Yahoo Finance's Opening Bid (video above).
What's behind the move: IBM said it sees second quarter sales of $17.2 billion versus **** yst estimates of $17.85 billion. Non-GAAP earnings are expected to be $2.93 compared to estimates of $3.02.
Quick insight: Big Blue's stock crashed 25% on Tuesday, its worst day ever, dating back to 1961. The stock lost 23% in a single session in October 1987.
Shares were up slightly on Wednesday in premarket action.
"I think that this is one that you're going to have to wait, and it's going to be in the penalty box for a while as they adjust their business," Globalt Investments senior portfolio manager Thomas Martin said on Yahoo Finance's Opening Bid (video above).
What's behind the move: IBM said it sees second quarter sales of $17.2 billion versus **** yst estimates of $17.85 billion. Non-GAAP earnings are expected to be $2.93 compared to estimates of $3.02.
