2 hours ago
AirJoule Technologies: A Cool Shot at a Multibagger
Unilever (NYSE:UL) reported accelerating volume-led growth in the second quarter, prompting the consumer products company to raise its full-year outlook as it expects pricing to become a larger contributor in the second half.
Underlying sales rose 4.8% in the first half, including 4.2% from volume and 0.6% from price, Chief Financial Officer Srinivas Phatak said on the company's results call. Second-quarter underlying sales growth accelerated to 5.8%, driven by 5.5% volume growth, which management described as Unilever's strongest quarterly volume performance since 2010.
→ MarketBeat Week in Review – 07/20- 07/24
McCormick & Company Falls to Value Levels Income Investors Love
#volume #second #company
Unilever (NYSE:UL) reported accelerating volume-led growth in the second quarter, prompting the consumer products company to raise its full-year outlook as it expects pricing to become a larger contributor in the second half.
Underlying sales rose 4.8% in the first half, including 4.2% from volume and 0.6% from price, Chief Financial Officer Srinivas Phatak said on the company's results call. Second-quarter underlying sales growth accelerated to 5.8%, driven by 5.5% volume growth, which management described as Unilever's strongest quarterly volume performance since 2010.
→ MarketBeat Week in Review – 07/20- 07/24
McCormick & Company Falls to Value Levels Income Investors Love
#volume #second #company
5 days ago
Nano Nuclear Energy (NASDAQ: NNE), as its name suggests, is designing microreactors. Picture, for a second, a nuclear reactor packed into a shipping container. That, in an image, is what Nano is trying to accomplish.
The company isn't earning commercial revenue from its reactors yet, nor does it have an NRC-approved design. As such, it's very much an early-stage nuclear company with high ambitions and plenty of "unknowns" that could ruin them.
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 near-term path for this nuclear stock will be more turbulent than comforting -- risk-tolerant investors only at this point -- but if you can hold fast without letting go, this nuclear stock could be a long-term winner, possibly even growing 15 times by 2040.
How could that happen? Let's run a quick scenario. Let's ******* ume Nano has 70 million shares outstanding (it currently has about 52.1 million, but dilution will likely happen). If those shares were worth about $250 apiece, the company would carry a $17.5 billion market cap. Now, supposing Nano trades at 5 times annual sales, then its annual revenue would need to be about $3.5 billion.
#NVIDIA #term #Stock
The company isn't earning commercial revenue from its reactors yet, nor does it have an NRC-approved design. As such, it's very much an early-stage nuclear company with high ambitions and plenty of "unknowns" that could ruin them.
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 near-term path for this nuclear stock will be more turbulent than comforting -- risk-tolerant investors only at this point -- but if you can hold fast without letting go, this nuclear stock could be a long-term winner, possibly even growing 15 times by 2040.
How could that happen? Let's run a quick scenario. Let's ******* ume Nano has 70 million shares outstanding (it currently has about 52.1 million, but dilution will likely happen). If those shares were worth about $250 apiece, the company would carry a $17.5 billion market cap. Now, supposing Nano trades at 5 times annual sales, then its annual revenue would need to be about $3.5 billion.
#NVIDIA #term #Stock
8 days ago
USA Rare Earth has named Serra Verde CEO Thras Moraitis as its next chief executive officer, signaling a leadership shift as the company moves toward completing its planned merger with the Brazilian rare earth producer and focuses on operational execution.
Moraitis will ******* ume the CEO role on October 1, succeeding Barbara Humpton, who will retire as chief executive and board director after leading the company's transformation into an integrated rare earths platform. Until then, Moraitis will serve as president of the combined company following the anticipated completion of the Serra Verde transaction by the end of August.
The company also appointed current board chairman Michael Blitzer as executive chairman, effective immediately.
The leadership change comes as USA Rare Earth advances its strategy to build a Western "mine-to-magnet" supply chain spanning mining, processing, metal production and permanent magnet manufacturing. The proposed acquisition of Serra Verde, announced earlier this year, is expected to give the company control of one of the few large-scale producers of key magnetic rare earth elements outside Asia, strengthening efforts to diversify global supply chains away from China.
Humpton, who joined the company in 2025, oversaw major strategic milestones, including public-private partnerships and expansion across critical minerals processing, metals and magnet manufacturing. She said the approaching completion of the Serra Verde deal makes this an appropriate time to hand over leadership as the company's priorities shift from building its platform to executing its growth plans.
Moraitis will ******* ume the CEO role on October 1, succeeding Barbara Humpton, who will retire as chief executive and board director after leading the company's transformation into an integrated rare earths platform. Until then, Moraitis will serve as president of the combined company following the anticipated completion of the Serra Verde transaction by the end of August.
The company also appointed current board chairman Michael Blitzer as executive chairman, effective immediately.
The leadership change comes as USA Rare Earth advances its strategy to build a Western "mine-to-magnet" supply chain spanning mining, processing, metal production and permanent magnet manufacturing. The proposed acquisition of Serra Verde, announced earlier this year, is expected to give the company control of one of the few large-scale producers of key magnetic rare earth elements outside Asia, strengthening efforts to diversify global supply chains away from China.
Humpton, who joined the company in 2025, oversaw major strategic milestones, including public-private partnerships and expansion across critical minerals processing, metals and magnet manufacturing. She said the approaching completion of the Serra Verde deal makes this an appropriate time to hand over leadership as the company's priorities shift from building its platform to executing its growth plans.
11 days ago
Apple (AAPL) at a 33x forward PE offers just 0.2% ****** yst upside; American Express (AXP) is down 3% year to date and rates a Buy.
Coca-Cola (KO) has surged 20% year to date, doubling the S&P 500, leaving only 4.5% implied upside and making it a Hold.
This lithium producer surpassed a $1B private valuation, joining some of America's most powerful startups. Now you can invest in EnergyX alongside global giants like General Motors, but only through July 16. (sponsor)
Three of Warren Buffett's most iconic holdings sit at very different crossroads right now. Apple (NASDAQ:AAPL) at $314.86 is a Hold, American Express (NYSE:AXP) at $355.06 is a Buy, and Coca-Cola (NYSE:KO) at $83.08 is a Hold.
Berkshire Hathaway has been reshaping this trio. Apple was trimmed heavily, Coca-Cola was surpassed by Alphabet as the fourth-largest holding, and American Express is closing in on Apple for the top slot. Each stock now has to stand on its own numbers.
Coca-Cola (KO) has surged 20% year to date, doubling the S&P 500, leaving only 4.5% implied upside and making it a Hold.
This lithium producer surpassed a $1B private valuation, joining some of America's most powerful startups. Now you can invest in EnergyX alongside global giants like General Motors, but only through July 16. (sponsor)
Three of Warren Buffett's most iconic holdings sit at very different crossroads right now. Apple (NASDAQ:AAPL) at $314.86 is a Hold, American Express (NYSE:AXP) at $355.06 is a Buy, and Coca-Cola (NYSE:KO) at $83.08 is a Hold.
Berkshire Hathaway has been reshaping this trio. Apple was trimmed heavily, Coca-Cola was surpassed by Alphabet as the fourth-largest holding, and American Express is closing in on Apple for the top slot. Each stock now has to stand on its own numbers.
16 days ago
Westinghouse Air Brake Technologies Corporation (NYSE:WAB) is one of the Best Railroad Stocks to Invest In According to Billionaires. As of Q1 2026, 20 billionaires held the stock. On July 8, Stephens resumed coverage of Wabtec with an Overweight rating and a $320 price target. The firm said the transport cycle was broadly improving and saw more fundamental upside than downside, with momentum potentially carrying into 2027. Stephens also said rising earnings could continue to command historically elevated valuation multiples.
A long freight train moving across the landscape, full of cargo transported by the company.
Wabtec's business gives it exposure to both new rail equipment and the aftermarket. According to its 2025 annual report, the company has an installed base of nearly 24,600 locomotives. Wabtec said this base creates aftermarket opportunities in replacement parts, technology upgrades, maintenance, overhauls, and modernization work. The company also noted that customers often look to original equipment suppliers for safety- and performance-related parts and upgrades. This gives Wabtec a revenue base tied not only to new locomotive deliveries but also to equipment already operating across global rail networks.
Westinghouse Air Brake Technologies Corporation (NYSE:WAB), commonly known as Wabtec, provides equipment, systems, digital solutions, and value-added services for freight rail, transit rail, mining, marine, and industrial markets.
While we acknowledge the potential of WAB 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.
A long freight train moving across the landscape, full of cargo transported by the company.
Wabtec's business gives it exposure to both new rail equipment and the aftermarket. According to its 2025 annual report, the company has an installed base of nearly 24,600 locomotives. Wabtec said this base creates aftermarket opportunities in replacement parts, technology upgrades, maintenance, overhauls, and modernization work. The company also noted that customers often look to original equipment suppliers for safety- and performance-related parts and upgrades. This gives Wabtec a revenue base tied not only to new locomotive deliveries but also to equipment already operating across global rail networks.
Westinghouse Air Brake Technologies Corporation (NYSE:WAB), commonly known as Wabtec, provides equipment, systems, digital solutions, and value-added services for freight rail, transit rail, mining, marine, and industrial markets.
While we acknowledge the potential of WAB 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.
17 days ago
We recently published Jim Cramer Insisted Recent AI Chip Selloff Wasn't A Bottom & Discussed These 17 Stocks. Intel Corporation (NASDAQ:INTC) is one of the stocks discussed by Jim Cramer.
While Intel Corporation (NASDAQ:INTC) has been one of the hottest stocks in 2026, the shares have struggled recently. Over the year and year-to-date, the stock is up by 343% and 165%, respectively. However, in July, Intel Corporation (NASDAQ:INTC)'s stock is down by 23%. On June 29th, Cantor Fitzgerald raised the share price target to $150 from $90 and kept a Neutral rating on the shares. As part of its coverage, the financial firm remarked that Intel Corporation (NASDAQ:INTC) at the center of a generational semiconductor cycle driven by the booming demand for AI chips. Cramer discussed the recent movement in the shares and cautioned against reading into the dip too much:
"GEV, CAT, INTC–no top just a brutal rotation"
Aoris Investment Management discussed Intel Corporation (NASDAQ:INTC) in its Q1 2026 investor letter:
"Customer needs evolve, and good businesses evolve with them. Those that don't are more vulnerable to technological change. Intel Corporation (NASDAQ:INTC) perhaps knew more about microprocessors than anyone two decades ago, but it was rigid and inflexible in its thinking. With its belief that what matters most is the computational power of its chips, it missed the rising importance of battery life and with it, the vast opportunity in mobile phones."
While Intel Corporation (NASDAQ:INTC) has been one of the hottest stocks in 2026, the shares have struggled recently. Over the year and year-to-date, the stock is up by 343% and 165%, respectively. However, in July, Intel Corporation (NASDAQ:INTC)'s stock is down by 23%. On June 29th, Cantor Fitzgerald raised the share price target to $150 from $90 and kept a Neutral rating on the shares. As part of its coverage, the financial firm remarked that Intel Corporation (NASDAQ:INTC) at the center of a generational semiconductor cycle driven by the booming demand for AI chips. Cramer discussed the recent movement in the shares and cautioned against reading into the dip too much:
"GEV, CAT, INTC–no top just a brutal rotation"
Aoris Investment Management discussed Intel Corporation (NASDAQ:INTC) in its Q1 2026 investor letter:
"Customer needs evolve, and good businesses evolve with them. Those that don't are more vulnerable to technological change. Intel Corporation (NASDAQ:INTC) perhaps knew more about microprocessors than anyone two decades ago, but it was rigid and inflexible in its thinking. With its belief that what matters most is the computational power of its chips, it missed the rising importance of battery life and with it, the vast opportunity in mobile phones."
17 days ago
M&A in the energy sector is soaring as developers of AI projects look to bypass the growing practical and regulatory hurdles to launching new power generation projects.
The total value of global energy M&A reached an estimated $217 billion in Q2, growing 62% from the prior quarter and nearly fivefold year-over-year, according to PitchBook's latest Global M&A Report. That figure lands just shy of the $220.3 billion record for the energy sector set in Q4 2023.
Deal count shows a more modest growth, rising roughly 13% year-over-year to an estimated 409. North America alone accounted for 77% of total deal value, at $166.9 billion.
The momentum was propelled by a mega-trend: the need to meet explosive electricity demand driven by the breakneck expansion of AI data centers.
It's now the largest driver of M&A activity in this sector, if not the only one, said KPMG partner Stephen Binz.
The total value of global energy M&A reached an estimated $217 billion in Q2, growing 62% from the prior quarter and nearly fivefold year-over-year, according to PitchBook's latest Global M&A Report. That figure lands just shy of the $220.3 billion record for the energy sector set in Q4 2023.
Deal count shows a more modest growth, rising roughly 13% year-over-year to an estimated 409. North America alone accounted for 77% of total deal value, at $166.9 billion.
The momentum was propelled by a mega-trend: the need to meet explosive electricity demand driven by the breakneck expansion of AI data centers.
It's now the largest driver of M&A activity in this sector, if not the only one, said KPMG partner Stephen Binz.
18 days ago
LM Funding America, Inc. (NASDAQ:LMFA) is one of the 8 Best Crypto Penny Stocks to Buy Now.
On June 24, 2026, LM Funding America, Inc. (NASDAQ:LMFA) announced a strategic expansion into high-performance computing and artificial intelligence infrastructure. The company ordered its initial AI GPU server hardware for deployment at its Oklahoma facility and is marketing available power capacity at both facilities to qualified AI co-location and power hosting customers. The expansion uses LM Funding's 26 megawatts of wholly owned, operational power infrastructure, with average power costs of approximately $0.046 per kilowatt-hour.
In mid-May, LM Funding America reported financial results for the three months ended March 31, 2026. Total revenue was $2.1 million, down 10.9% sequentially and 11.1% year-over-year, with the sequential decline reflecting lower average Bitcoin prices. The company mined 26.1 Bitcoin during the quarter at an average price of approximately $75,700, compared with 22.0 Bitcoin in Q4 2025 at an average Bitcoin value of approximately $99,700 and 24.3 Bitcoin in Q1 2025 at an average Bitcoin value of approximately $93,600.
Image by drobotdean on Freepik
Mining margin was 24.1%, compared with 38.5% in Q1 2025. The company generated approximately $368,000 in curtailment and energy sales for the 2026 quarter, compared with $150,000 in Q1 2025. LM Funding also incurred a $3.8 million negative fair market value adjustment on mined digital ***** ets and a $3.2 million negative fair market value adjustment on Bitcoin collateral receivable in Q1 2026.
On June 24, 2026, LM Funding America, Inc. (NASDAQ:LMFA) announced a strategic expansion into high-performance computing and artificial intelligence infrastructure. The company ordered its initial AI GPU server hardware for deployment at its Oklahoma facility and is marketing available power capacity at both facilities to qualified AI co-location and power hosting customers. The expansion uses LM Funding's 26 megawatts of wholly owned, operational power infrastructure, with average power costs of approximately $0.046 per kilowatt-hour.
In mid-May, LM Funding America reported financial results for the three months ended March 31, 2026. Total revenue was $2.1 million, down 10.9% sequentially and 11.1% year-over-year, with the sequential decline reflecting lower average Bitcoin prices. The company mined 26.1 Bitcoin during the quarter at an average price of approximately $75,700, compared with 22.0 Bitcoin in Q4 2025 at an average Bitcoin value of approximately $99,700 and 24.3 Bitcoin in Q1 2025 at an average Bitcoin value of approximately $93,600.
Image by drobotdean on Freepik
Mining margin was 24.1%, compared with 38.5% in Q1 2025. The company generated approximately $368,000 in curtailment and energy sales for the 2026 quarter, compared with $150,000 in Q1 2025. LM Funding also incurred a $3.8 million negative fair market value adjustment on mined digital ***** ets and a $3.2 million negative fair market value adjustment on Bitcoin collateral receivable in Q1 2026.
