1 day ago
Hamilton Lane Incorporated (NASDAQ:HLNE) reported first-quarter results that comfortably exceeded Wall Street expectations, although the stock fell nearly 4% in pre-market trading as investors looked beyond the headline earnings beat.
The private markets investment firm also raised its full-year outlook for adjusted EBITDA and earnings.
Hamilton Lane posted adjusted earnings of $1.94 per share, well above the ****** yst consensus estimate of $1.46.
Revenue reached $275.33 million, exceeding market expectations of $218.33 million by roughly 26%.
Despite the stronger-than-expected financial performance, the shares declined 3.88% following the earnings release, suggesting investors remained cautious about other elements of the outlook.
#outlook #million
The private markets investment firm also raised its full-year outlook for adjusted EBITDA and earnings.
Hamilton Lane posted adjusted earnings of $1.94 per share, well above the ****** yst consensus estimate of $1.46.
Revenue reached $275.33 million, exceeding market expectations of $218.33 million by roughly 26%.
Despite the stronger-than-expected financial performance, the shares declined 3.88% following the earnings release, suggesting investors remained cautious about other elements of the outlook.
#outlook #million
4 days ago
The geopolitical conflict in the Middle East has the world on edge. The daily news flow from the region can lead to wide swings in oil and natural gas prices. But the truth is that the energy sector has long been volatile, and today's events aren't all that unusual. Which is why long-term investors should probably focus on reliable dividend-paying energy stocks.
ExxonMobil (NYSE: XOM) has one of the most impressive dividend histories in the energy industry. Close behind is Chevron (NYSE: CVX). For those looking to avoid direct commodity exposure, two of the most reliable high-yield stocks are Enbridge (NYSE: ENB) and Enterprise Products Partners (NYSE: EPD). With yields of up to 5.7%, this group of stocks could be your entry point into energy in August.
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 »
It actually gets easier to find energy stocks if you start with the premise that the energy sector is volatile. Income-focused investors can immediately look for the strongest companies with the best dividend histories. That very quickly leads to Exxon and Chevron.
From a business model perspective, they are both globally dominant integrated energy companies. They have exposure to the entire energy value chain, including the upstream (production), midstream (pipelines), and the downstream (chemicals and refining). Geographically, they can invest where management believes it can find the highest returns. And, the broad portfolio diversification helps to soften the energy market's normal swings.
#NYSE #stocks #signal #Dividend
ExxonMobil (NYSE: XOM) has one of the most impressive dividend histories in the energy industry. Close behind is Chevron (NYSE: CVX). For those looking to avoid direct commodity exposure, two of the most reliable high-yield stocks are Enbridge (NYSE: ENB) and Enterprise Products Partners (NYSE: EPD). With yields of up to 5.7%, this group of stocks could be your entry point into energy in August.
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 »
It actually gets easier to find energy stocks if you start with the premise that the energy sector is volatile. Income-focused investors can immediately look for the strongest companies with the best dividend histories. That very quickly leads to Exxon and Chevron.
From a business model perspective, they are both globally dominant integrated energy companies. They have exposure to the entire energy value chain, including the upstream (production), midstream (pipelines), and the downstream (chemicals and refining). Geographically, they can invest where management believes it can find the highest returns. And, the broad portfolio diversification helps to soften the energy market's normal swings.
#NYSE #stocks #signal #Dividend
6 days ago
October lean hog (HEV26) futures present a selling opportunity on more price weakness.
See on the daily bar chart for October lean hog futures that Wednesday's selloff put a price uptrend in serious jeopardy. See, too, at the bottom of the chart that the moving average convergence divergence (MACD) indicator has just produced a bearish line crossover signal, whereby the blue MACD line crossed below the red trigger line. Seasonality studies also are now favoring the hog market bears.
Coffee Prices Retreat as Brazilian Real Weakness Spurs Long Liquidation
Cocoa Prices Settle Mixed on Consolidation Above Recent Lows
Is Farm Land a Commodity or Family Heirloom?
#october #macd #price
See on the daily bar chart for October lean hog futures that Wednesday's selloff put a price uptrend in serious jeopardy. See, too, at the bottom of the chart that the moving average convergence divergence (MACD) indicator has just produced a bearish line crossover signal, whereby the blue MACD line crossed below the red trigger line. Seasonality studies also are now favoring the hog market bears.
Coffee Prices Retreat as Brazilian Real Weakness Spurs Long Liquidation
Cocoa Prices Settle Mixed on Consolidation Above Recent Lows
Is Farm Land a Commodity or Family Heirloom?
#october #macd #price
7 days ago
Ace River Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Ace River Capital Partners reported a +6.25% return in the first half of 2026, trailing the S&P 500's +9.55% and Russell 2000's +22.57% returns. Despite short‑term underperformance, the fund emphasizes long‑term compounding through concentrated investments in undervalued businesses with durable economics. The strategy remains patient and disciplined, avoiding software, finance, and insurance businesses in favor of **** et-backed businesses with scarcity value. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Ace River Capital highlighted MarineMax, Inc. (NYSE:HZO). MarineMax, Inc. (NYSE:HZO) is a recreational boat and yacht retailer and superyacht services company. On July 28, 2026, MarineMax, Inc. (NYSE:HZO) closed at $35.48 per share, reflecting a market capitalization of $783.64 million. MarineMax, Inc. (NYSE:HZO) posted a one-month return of -0.76%, while its shares gained 56.85% over the past 52 weeks.
Ace River Capital stated the following regarding MarineMax, Inc. (NYSE:HZO) in its Q2 2026 investor update:
"I exited the MarineMax, Inc. (NYSE:HZO) position during the period. While I continue to respect management and believe the company owns attractive marina and waterfront **** ets, I concluded that capital could earn higher long-term returns in Vox Royalty and RCI Hospitality. The sale was driven by opportunity cost and increasing conviction in those investments rather than a deterioration in MarineMax's underlying business."
MarineMax, Inc. (NYSE:HZO) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 22 hedge fund portfolios held MarineMax, Inc. (NYSE:HZO) at the end of the first quarter, up from 20 in the previous quarter. While we acknowledge the potential of MarineMax, Inc. (NYSE:HZO) 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.
#marinemax #company #quarter #businesses
In its Q2 2026 investor letter, Ace River Capital highlighted MarineMax, Inc. (NYSE:HZO). MarineMax, Inc. (NYSE:HZO) is a recreational boat and yacht retailer and superyacht services company. On July 28, 2026, MarineMax, Inc. (NYSE:HZO) closed at $35.48 per share, reflecting a market capitalization of $783.64 million. MarineMax, Inc. (NYSE:HZO) posted a one-month return of -0.76%, while its shares gained 56.85% over the past 52 weeks.
Ace River Capital stated the following regarding MarineMax, Inc. (NYSE:HZO) in its Q2 2026 investor update:
"I exited the MarineMax, Inc. (NYSE:HZO) position during the period. While I continue to respect management and believe the company owns attractive marina and waterfront **** ets, I concluded that capital could earn higher long-term returns in Vox Royalty and RCI Hospitality. The sale was driven by opportunity cost and increasing conviction in those investments rather than a deterioration in MarineMax's underlying business."
MarineMax, Inc. (NYSE:HZO) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 22 hedge fund portfolios held MarineMax, Inc. (NYSE:HZO) at the end of the first quarter, up from 20 in the previous quarter. While we acknowledge the potential of MarineMax, Inc. (NYSE:HZO) 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.
#marinemax #company #quarter #businesses
9 days ago
July 27 (Reuters) - Cracker Barrel on Monday said Julie Masino would step down as its CEO, nearly a year after the company faced criticism from conservatives, including U.S. President Donald Trump, for a short-lived decision to change its decades-old logo.
Here are the details:
• Masino will step down as CEO on August 10 after about three years in the role and will remain with the company in an advisory capacity until October 9.
• Cracker Barrel named restaurant industry veteran David Deno as its new top boss.
• In August 2025, the company faced backlash on social media for its decision to modernize its logo and stores and replace its decades-old "Old-Timer" signage which featured the image of an overalls-clad man known as "Uncle Herschel" leaning against a barrel.
#cracker
Here are the details:
• Masino will step down as CEO on August 10 after about three years in the role and will remain with the company in an advisory capacity until October 9.
• Cracker Barrel named restaurant industry veteran David Deno as its new top boss.
• In August 2025, the company faced backlash on social media for its decision to modernize its logo and stores and replace its decades-old "Old-Timer" signage which featured the image of an overalls-clad man known as "Uncle Herschel" leaning against a barrel.
#cracker
13 days ago
Given the astonishing historical performance of semiconductor giant Nvidia (NVDA), it's only natural that the general atmosphere for NVDA stock is optimistic, especially ahead of its second-quarter earnings report (scheduled for release on Aug. 26). First, you may consider the Barchart Technical Opinion indicator, which rates the ticker as an 80% Strong Buy, with a strengthening short-term outlook cited as evidence.
You can also look at the latest print. While a year-to-date performance of roughly 14% isn't groundbreaking, NVDA stock had previously succumbed to an extended downturn. However, this dynamic appears to be reversing, with shares up 6% in the trailing month.
Walmart Stock's Extended Downturn Could Trigger a Possible Comeback
Huge, Unusual Nvidia Call Options Volume - NVDA Trading Range Attracts Options Players
Tesla Earnings Iron Condor Could See a 67% Return in 3 Days
#NVIDIA #earnings #extended
You can also look at the latest print. While a year-to-date performance of roughly 14% isn't groundbreaking, NVDA stock had previously succumbed to an extended downturn. However, this dynamic appears to be reversing, with shares up 6% in the trailing month.
Walmart Stock's Extended Downturn Could Trigger a Possible Comeback
Huge, Unusual Nvidia Call Options Volume - NVDA Trading Range Attracts Options Players
Tesla Earnings Iron Condor Could See a 67% Return in 3 Days
#NVIDIA #earnings #extended
14 days ago
Super Micro Computer Inc (NASDAQ:SMCI) shares opened about 20% higher on Tuesday after the company released preliminary fourth quarter fiscal 2026 results showing significantly stronger-than-expected gross margins and a record order backlog, despite revenue tracking near the low end of its guidance.
The AI server maker said revenue for the quarter ended June 30 is expected to be near the lower end of its previously issued guidance range of $11.0 billion to $12.5 billion. Wall Street ***** ysts had been expecting revenue of about $11.73 billion.
Supermicro estimated GAAP and non-GAAP gross margins of 15% to 17%, well above its prior guidance of 8.2% to 8.4%. The company attributed the improvement primarily to a favorable customer and product mix.
The company also reported receiving more than $60 billion in new orders during the quarter, lifting its backlog to a record level at the end of fiscal 2026. Supermicro said the orders are expected to be delivered over future quarters.
Supermicro said it will release its complete Q4 fiscal 2026 financial results on August 11.
#revenue #guidance
The AI server maker said revenue for the quarter ended June 30 is expected to be near the lower end of its previously issued guidance range of $11.0 billion to $12.5 billion. Wall Street ***** ysts had been expecting revenue of about $11.73 billion.
Supermicro estimated GAAP and non-GAAP gross margins of 15% to 17%, well above its prior guidance of 8.2% to 8.4%. The company attributed the improvement primarily to a favorable customer and product mix.
The company also reported receiving more than $60 billion in new orders during the quarter, lifting its backlog to a record level at the end of fiscal 2026. Supermicro said the orders are expected to be delivered over future quarters.
Supermicro said it will release its complete Q4 fiscal 2026 financial results on August 11.
#revenue #guidance
15 days ago
Nebius (NBIS) stock ended in the green on July 20 and continued its rise on July 21 after a senior Freedom Capital ****** yst said it's poised for further gains in the second half of 2026.
In his latest research report, Paul Meeks upgraded the artificial intelligence (AI) cloud provider to "Buy" and raised his price target to $200, indicating potential upside of about 10% from here.
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
The Number Tesla Stock Bulls Are Really Waiting for This Earnings Season Has Nothing to Do With Cars
#Intel #nebius #nbis
In his latest research report, Paul Meeks upgraded the artificial intelligence (AI) cloud provider to "Buy" and raised his price target to $200, indicating potential upside of about 10% from here.
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
The Number Tesla Stock Bulls Are Really Waiting for This Earnings Season Has Nothing to Do With Cars
#Intel #nebius #nbis
15 days ago
Ryan Cohen built Chewy into a top online pet retailer and sold it to PetSmart. He then rebuilt GameStop Corp. (NYSE:GME)'s balance sheet after the meme-stock era. Now he wants to buy a company roughly four times GameStop's size. He stated in a recent interview with Bloomberg:
"We're coming for eBay one way or another."
GameStop now owns 43.4 million eBay Inc. (NASDAQ:EBAY) shares, a 9.8% stake, according to a regulatory filing. The firm bought 3.5 million shares for about $381 million between June 8 and June 15. It then converted 39 million more shares from put/call options on July 17. This follows the 5% stake GameStop disclosed in May alongside an unsolicited offer to buy eBay for about $125 per share, valuing the deal at roughly $56 billion. eBay's board rejected the offer within days, calling it "neither credible nor attractive" and noting concerns about GameStop's financing and the logic of the combination.
That raises a simple question. Can a company one-fourth the size of its target actually complete this deal and swallow a giant (eBay)? And if it can't, does building a near-10% stake still make sense for GameStop shareholders, or is Cohen spending real capital on a bid he can't close?
BULL CASE
#eBay #company #roughly
"We're coming for eBay one way or another."
GameStop now owns 43.4 million eBay Inc. (NASDAQ:EBAY) shares, a 9.8% stake, according to a regulatory filing. The firm bought 3.5 million shares for about $381 million between June 8 and June 15. It then converted 39 million more shares from put/call options on July 17. This follows the 5% stake GameStop disclosed in May alongside an unsolicited offer to buy eBay for about $125 per share, valuing the deal at roughly $56 billion. eBay's board rejected the offer within days, calling it "neither credible nor attractive" and noting concerns about GameStop's financing and the logic of the combination.
That raises a simple question. Can a company one-fourth the size of its target actually complete this deal and swallow a giant (eBay)? And if it can't, does building a near-10% stake still make sense for GameStop shareholders, or is Cohen spending real capital on a bid he can't close?
BULL CASE
#eBay #company #roughly
18 days ago
Businesses rarely come out and tell you that they have a bad product, but on rare occasions, embracing the need for change and admitting problems has worked to help turn a brand around.
In 2009, for example, Domino's shared some videos from its internal focus groups on YouTube.
"These video sessions were brutal. Consumers hated Domino's pizza. In one video, a woman said, 'Domino's pizza crust to me is like cardboard.' Another added, 'The sauce tastes like ketchup.' 'Worst pizza I ever had,' said a third," reported Business Age.
That turned out to be the kickoff for the company's "Pizza Turnaround" campaign, a reset for the brand, built around admitting that its core product needed work.
Dollar Tree is doing the same thing, although it's just admitting that many of its stores are "substandard," and planning to fix them, rather than actually running ads saying that.
In 2009, for example, Domino's shared some videos from its internal focus groups on YouTube.
"These video sessions were brutal. Consumers hated Domino's pizza. In one video, a woman said, 'Domino's pizza crust to me is like cardboard.' Another added, 'The sauce tastes like ketchup.' 'Worst pizza I ever had,' said a third," reported Business Age.
That turned out to be the kickoff for the company's "Pizza Turnaround" campaign, a reset for the brand, built around admitting that its core product needed work.
Dollar Tree is doing the same thing, although it's just admitting that many of its stores are "substandard," and planning to fix them, rather than actually running ads saying that.
21 days ago
Lucid stock tumbled by as much as 40% on Tuesday, then clawed back a portion of those losses to end the session down 16%, following the publication of a report by an electric vehicle blog alleging the company was exploring bankruptcy or a move to go private. Lucid called the report false.
The report, from a site called EV, cited two unnamed sources who said consulting firm AlixPartners had recommended Lucid's board consider either Chapter 11 bankruptcy protection or a privatization, according to TechCrunch. The site also reported that AlixPartners had advised further restructuring in the U.S. and Europe and a sharper focus on the Gravity SUV.
Lucid chief communications officer Nick Twork told TechCrunch the claims were "completely false." "The company has sufficient liquidity to carry its operations well into next year, as recently published in its last quarterly filings, and it has not formed any special Board committee to explore the scenarios reported today," Twork said in a statement. "AlixPartners is ******* isting us in that and nothing else and has not recommended bankruptcy to management or the Board." AlixPartners declined to comment.
Regulators paused trading in Lucid shares on several occasions throughout the session due to excessive price swings. The stock swung between $5.76 and $2.37 on Tuesday before closing at $4.62. Lucid stock was down an additional 4.1% in premarket trading Wednesday.
As of the end of March, Lucid's total available liquidity stood at approximately $3.2 billion, with around $2.5 billion of that consisting of debt capacity it had yet to draw on, according to Barron's, citing Cantor Fitzgerald ******* yst Andres Sheppard. The company then secured another $1 billion in April, a sum that included a $200 million check from Uber. Sheppard wrote that the company was "funded well into next year."
The report, from a site called EV, cited two unnamed sources who said consulting firm AlixPartners had recommended Lucid's board consider either Chapter 11 bankruptcy protection or a privatization, according to TechCrunch. The site also reported that AlixPartners had advised further restructuring in the U.S. and Europe and a sharper focus on the Gravity SUV.
Lucid chief communications officer Nick Twork told TechCrunch the claims were "completely false." "The company has sufficient liquidity to carry its operations well into next year, as recently published in its last quarterly filings, and it has not formed any special Board committee to explore the scenarios reported today," Twork said in a statement. "AlixPartners is ******* isting us in that and nothing else and has not recommended bankruptcy to management or the Board." AlixPartners declined to comment.
Regulators paused trading in Lucid shares on several occasions throughout the session due to excessive price swings. The stock swung between $5.76 and $2.37 on Tuesday before closing at $4.62. Lucid stock was down an additional 4.1% in premarket trading Wednesday.
As of the end of March, Lucid's total available liquidity stood at approximately $3.2 billion, with around $2.5 billion of that consisting of debt capacity it had yet to draw on, according to Barron's, citing Cantor Fitzgerald ******* yst Andres Sheppard. The company then secured another $1 billion in April, a sum that included a $200 million check from Uber. Sheppard wrote that the company was "funded well into next year."
22 days ago
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24 days ago
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters.
Caprock, a Boise, Idaho-based $16 billion multi-family office registered investment advisor, announced Tuesday that it had acquired Venturi Private Wealth, an Austin-based wealth manager with about $4 billion in ****** ets under management.
The transaction brings approximately 30 employees to Caprock, including 10 advisors, and expands the firm's footprint in Austin and Oklahoma City, where Venturi has a presence.
Founded in 2015, Venturi serves entrepreneurs, executives and multigenerational families through a fiduciary, planning-oriented approach.
The firm, which will now operate under the Caprock name, was owned by its employees, with co-founder and CEO Russ Norwood holding the largest stake of between 25% to 50%, according to its most recent Form ADV. The firm was custodied with Fidelity, according to that filing, which is also an option with Caprock, according to its filings.
Caprock, a Boise, Idaho-based $16 billion multi-family office registered investment advisor, announced Tuesday that it had acquired Venturi Private Wealth, an Austin-based wealth manager with about $4 billion in ****** ets under management.
The transaction brings approximately 30 employees to Caprock, including 10 advisors, and expands the firm's footprint in Austin and Oklahoma City, where Venturi has a presence.
Founded in 2015, Venturi serves entrepreneurs, executives and multigenerational families through a fiduciary, planning-oriented approach.
The firm, which will now operate under the Caprock name, was owned by its employees, with co-founder and CEO Russ Norwood holding the largest stake of between 25% to 50%, according to its most recent Form ADV. The firm was custodied with Fidelity, according to that filing, which is also an option with Caprock, according to its filings.
27 days ago
United Wholesale Mortgage (NYSE: UWMC), which usually just goes by the acronym UWM, just got beaten. But in this case, being a loser could be the best thing that happened to the company and its shareholders. Here's what happened and why the failed bid to buy Two Harbors (NYSE: TWO) isn't really that bad of an outcome.
UWM and privately held CrossCountry Mortgage were both attempting to buy the mortgage real estate investment trust (REIT) Two Harbors. It all started with UWM and Two Harbors agreeing to a $1.3 billion all-stock deal in late 2025. CrossCountry Mortgage stepped in at the end of the first quarter of 2026, offering an all-cash deal that Two Harbors deemed superior.
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 »
As often happens in such situations, there was an ugly, public back-and-forth. At the end of the day, CrossCountry Mortgage's cash offer rose from an original $10.70 per share to $12, or roughly $1.3 billion. That comes even after UWM offered $12.50 in cash for Two Harbor shareholders who preferred cash over 2.3328 shares of UWM. While UWM was clearly displeased with losing out, it also didn't pursue it further after its final offer.
If you own UWM, you should probably be pleased with the outcome. As anyone who's ever been in a bidding war knows, the winner often ends up overpaying. And, as Benjamin Graham, the famous investor who helped train Warren Buffett, often noted, paying too much for a good company can turn it into a bad investment. Corporate acquisitions are no different.
UWM and privately held CrossCountry Mortgage were both attempting to buy the mortgage real estate investment trust (REIT) Two Harbors. It all started with UWM and Two Harbors agreeing to a $1.3 billion all-stock deal in late 2025. CrossCountry Mortgage stepped in at the end of the first quarter of 2026, offering an all-cash deal that Two Harbors deemed superior.
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 »
As often happens in such situations, there was an ugly, public back-and-forth. At the end of the day, CrossCountry Mortgage's cash offer rose from an original $10.70 per share to $12, or roughly $1.3 billion. That comes even after UWM offered $12.50 in cash for Two Harbor shareholders who preferred cash over 2.3328 shares of UWM. While UWM was clearly displeased with losing out, it also didn't pursue it further after its final offer.
If you own UWM, you should probably be pleased with the outcome. As anyone who's ever been in a bidding war knows, the winner often ends up overpaying. And, as Benjamin Graham, the famous investor who helped train Warren Buffett, often noted, paying too much for a good company can turn it into a bad investment. Corporate acquisitions are no different.
27 days ago
FedEx Corp. has launched a life sciences division offering specialized logistics services for companies shipping pharmaceuticals, medical devices, biologics, clinical trial drugs and other critical healthcare shipments, the company announced on Thursday.
The move is part of a growing strategy at FedEx (NYSE: FDX), as well as rivals UPS and DHL, to pivot from the legacy parcel delivery business to focus on high-margin, premium market segments such as healthcare.
Chief Commercial Officer Brie Carere first mentioned the launch of FedEx Life Sciences during the company's earnings presentation on June 23, saying the company saw strong growth opportunities in the $80 billion healthcare transportation market.
"Transporting vital healthcare deliveries requires more than just standard logistics. It depends upon an intelligent, highly specialized network built for patient-critical needs," she said in Thursday's news release.
Most of FedEx's 13% revenue growth during the fourth quarter ended May 31 came from B2B premium markets such as automotive, healthcare, aerospace, data centers and specialized B2C.
The move is part of a growing strategy at FedEx (NYSE: FDX), as well as rivals UPS and DHL, to pivot from the legacy parcel delivery business to focus on high-margin, premium market segments such as healthcare.
Chief Commercial Officer Brie Carere first mentioned the launch of FedEx Life Sciences during the company's earnings presentation on June 23, saying the company saw strong growth opportunities in the $80 billion healthcare transportation market.
"Transporting vital healthcare deliveries requires more than just standard logistics. It depends upon an intelligent, highly specialized network built for patient-critical needs," she said in Thursday's news release.
Most of FedEx's 13% revenue growth during the fourth quarter ended May 31 came from B2B premium markets such as automotive, healthcare, aerospace, data centers and specialized B2C.
28 days ago
With a 5-year EPS growth forecasted at 29.19%, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is among the 12 Best Cybersecurity Stocks to Buy and Hold for the Long Term.
On June 16, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Grant Thornton Advisors announced that Grant Thornton will standardize its managed security services on the CrowdStrike Falcon platform through the Falcon Complete for Service Providers program. As part of the expanded relationship, Grant Thornton is enhancing its global managed security capabilities by introducing a broader portfolio of cybersecurity offerings, including tiered managed detection and response services and managed engineering solutions. The agreement further reinforces CrowdStrike's position as a preferred cybersecurity platform for enterprise service providers seeking to deliver advanced threat protection through cloud-native technologies.
On June 10, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) announced that it had joined both the OpenID Foundation as a Sustaining Corporate Member, the organization's highest level of membership, and IDPro to accelerate the adoption of continuous, risk-aware identity security standards across the cybersecurity industry. As AI agents and non-human identities become increasingly prevalent, CrowdStrike emphasized the need to replace traditional static identity models with dynamic, real-time risk ***** sments. Through these partnerships, the company will contribute Falcon platform intelligence to help identity providers, SaaS platforms, and security solutions make more informed, real-time access decisions based on evolving threat conditions.
Founded in 2011 and headquartered in Austin, Texas, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the best cybersecurity stocks to buy and hold for the long term. It protects businesses by stopping data breaches, using AI and behavioral ***** ytics to secure endpoints, cloud workloads, and digital identities.
While we acknowledge the potential of CRWD 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.
On June 16, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) and Grant Thornton Advisors announced that Grant Thornton will standardize its managed security services on the CrowdStrike Falcon platform through the Falcon Complete for Service Providers program. As part of the expanded relationship, Grant Thornton is enhancing its global managed security capabilities by introducing a broader portfolio of cybersecurity offerings, including tiered managed detection and response services and managed engineering solutions. The agreement further reinforces CrowdStrike's position as a preferred cybersecurity platform for enterprise service providers seeking to deliver advanced threat protection through cloud-native technologies.
On June 10, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) announced that it had joined both the OpenID Foundation as a Sustaining Corporate Member, the organization's highest level of membership, and IDPro to accelerate the adoption of continuous, risk-aware identity security standards across the cybersecurity industry. As AI agents and non-human identities become increasingly prevalent, CrowdStrike emphasized the need to replace traditional static identity models with dynamic, real-time risk ***** sments. Through these partnerships, the company will contribute Falcon platform intelligence to help identity providers, SaaS platforms, and security solutions make more informed, real-time access decisions based on evolving threat conditions.
Founded in 2011 and headquartered in Austin, Texas, CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the best cybersecurity stocks to buy and hold for the long term. It protects businesses by stopping data breaches, using AI and behavioral ***** ytics to secure endpoints, cloud workloads, and digital identities.
While we acknowledge the potential of CRWD 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.
28 days ago
Best Buy Co., Inc. (NYSE:BBY) is one of the dividend stocks picked by financial media as investors ask whether dividend stocks are tax-efficient. On May 28, Best Buy reported Q1 FY27 results and said it returned $202 million to shareholders through dividends during the quarter. The company also said its board authorized a regular quarterly cash dividend of $0.96 per common share, payable July 9 to shareholders of record as of June 18. Best Buy added that it still expected to spend about $300 million on share repurchases during FY27.
The update fits the tax-efficiency question because it separates two forms of capital return. The dividend may qualify for preferential tax treatment if holding-period rules are met, but it still creates taxable income when paid. The planned repurchases are different because buybacks can support per-share value without sending taxable cash to every shareholder at once. Best Buy therefore sits in the middle of the tax-efficiency spectrum: cleaner than many ordinary-income vehicles, but less tax-deferred than a company that relies mainly on reinvestment and repurchases.
Copyright: johnkasawa / 123RF Stock Photo
Best Buy Co., Inc. (NYSE:BBY) is a consumer electronics retailer that sells technology products, appliances, services, and related solutions through stores and digital channels.
While we acknowledge the potential of BBY 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.
The update fits the tax-efficiency question because it separates two forms of capital return. The dividend may qualify for preferential tax treatment if holding-period rules are met, but it still creates taxable income when paid. The planned repurchases are different because buybacks can support per-share value without sending taxable cash to every shareholder at once. Best Buy therefore sits in the middle of the tax-efficiency spectrum: cleaner than many ordinary-income vehicles, but less tax-deferred than a company that relies mainly on reinvestment and repurchases.
Copyright: johnkasawa / 123RF Stock Photo
Best Buy Co., Inc. (NYSE:BBY) is a consumer electronics retailer that sells technology products, appliances, services, and related solutions through stores and digital channels.
While we acknowledge the potential of BBY 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.
29 days ago
Fuel cell systems developer Bloom Energy and investment firm Brookfield said the companies are expanding their partnership agreement and increasing their project financing to $25 billion. The companies initially announced a $5-billion partnership deal in October of last year.The groups said the increased funding and expanded partnership "reflects strong and sustained demand from hyperscalers and AI [artificial intelligence] infrastructure developers for fast, reliable, and community-friendly power." The groups said their collaboration "brings together Brookfield's global leadership in AI infrastructure development, access to capital, and operating scale with Bloom's rapidly deployable onsite power platform." The companies have touted their work as advancing "a new model for AI factories that integrates power, compute, data center infrastructure, and capital from the outset.""When we formed this partnership, we said it was the first phase of a much larger vision," said Aman Joshi, chief commercial officer of California-headquartered Bloom Energy, on June 30. "Today's commitment reflects the momentum we are seeing in the market, as evidenced by recently announced large-scale deals. Bloom is uniquely positioned to address the urgent need for clean, reliable power to support the rapid growth of AI. We are pleased with our partnership with Brookfield and look forward to deepening our collaboration on large projects."
Bloom Energy last month released a mid-year update to the company's annual Data Center Power Report, noting the accelerating pace of capacity additions for AI infrastructure."Scaling our commitment with Bloom Energy reflects both the strength of this partnership and the conviction behind our broader AI infrastructure strategy, including integrated compute," said Sikander Rashid, head of AI Infrastructure at New York City-based Brookfield. "Scaling this partnership further strengthens Brookfield's position as one of the leading global AI infrastructure investors, capable of delivering end-to-end solutions, from electrons to tokens, for some of the world's most sophisticated customers."
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The expanded partnership is part of Brookfield's dedicated AI Infrastructure Fund, which launched in November 2025 with a target to deploy $100 billion. Brookfield's strategy is focused on investing in large AI factories, power solutions, compute infrastructure, and strategic capital partnerships. Brookfield is one of the world's leading AI infrastructure investors, with more than $100 billion already invested in digital infrastructure and clean power ***** ets, according to the company.Bloom Energy is known for its fuel cell systems that provide onsite electricity for Fortune 500 customers worldwide. The company serves data centers, semiconductor manufacturing, large utilities, and other commercial and industrial sectors. Bloom also has deployed its systems for mission-critical organizations including hospitals, al
Bloom Energy last month released a mid-year update to the company's annual Data Center Power Report, noting the accelerating pace of capacity additions for AI infrastructure."Scaling our commitment with Bloom Energy reflects both the strength of this partnership and the conviction behind our broader AI infrastructure strategy, including integrated compute," said Sikander Rashid, head of AI Infrastructure at New York City-based Brookfield. "Scaling this partnership further strengthens Brookfield's position as one of the leading global AI infrastructure investors, capable of delivering end-to-end solutions, from electrons to tokens, for some of the world's most sophisticated customers."
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The expanded partnership is part of Brookfield's dedicated AI Infrastructure Fund, which launched in November 2025 with a target to deploy $100 billion. Brookfield's strategy is focused on investing in large AI factories, power solutions, compute infrastructure, and strategic capital partnerships. Brookfield is one of the world's leading AI infrastructure investors, with more than $100 billion already invested in digital infrastructure and clean power ***** ets, according to the company.Bloom Energy is known for its fuel cell systems that provide onsite electricity for Fortune 500 customers worldwide. The company serves data centers, semiconductor manufacturing, large utilities, and other commercial and industrial sectors. Bloom also has deployed its systems for mission-critical organizations including hospitals, al
1 month ago
A $185,000 portfolio invested in Treasurys at a blended 4% yield generates $617 monthly, enough to cover groceries, utilities, and phone bills.
A T-bill ladder using 13-week, 26-week, and 52-week bills yields between 3.79% and 3.99% while staggering maturities to deliver consistent monthly cash flow.
The strategy excludes rent, healthcare, and insurance, and its income shrinks if rates fall, having already dropped 0.75 points over the past year.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
A $185,000 portfolio sounds like it should do a lot of work. At current safe yields, it does one specific job well: it covers the three recurring bills that appear in every household budget each month. Those bills are groceries, utilities, and the phone bill, with nothing fancier included.
A T-bill ladder using 13-week, 26-week, and 52-week bills yields between 3.79% and 3.99% while staggering maturities to deliver consistent monthly cash flow.
The strategy excludes rent, healthcare, and insurance, and its income shrinks if rates fall, having already dropped 0.75 points over the past year.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
A $185,000 portfolio sounds like it should do a lot of work. At current safe yields, it does one specific job well: it covers the three recurring bills that appear in every household budget each month. Those bills are groceries, utilities, and the phone bill, with nothing fancier included.
1 month ago
Marvell Technology, Inc. (NASDAQ:MRVL) was among the stocks on Jim Cramer's Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers. Cramer highlighted NVIDIA CEO's endorsement of the company, as he remarked:
Marvell Tech's next. It got optical networking, and most important is the endorsement of NVIDIA CEO Jensen Huang, who predicted it'll be the next trillion-dollar company. If he's right, there's a lot more upside. Marvell's just a $260 billion company.
Photo by Yiorgos Ntrahas on Unsplash
Marvell Technology, Inc. (NASDAQ:MRVL) develops semiconductor solutions for data infrastructure, including system-on-a-chip designs, processors, and networking and storage products. Cramer discussed the company during the May 27 episode and said:
Oh, then there's Marvell Technology. Lots of people think that this one was totally uncatchable, but that's untrue. Late last year, okay, get this, late last year, there had been this kind of noise about maybe Marvell had lost a huge chunk of business, okay? Last time CEO Matt Murphy had come on in December, when the stock was at $88, he told us that he just reported and there was no loss of business. People were lying about what he was saying.
Marvell Tech's next. It got optical networking, and most important is the endorsement of NVIDIA CEO Jensen Huang, who predicted it'll be the next trillion-dollar company. If he's right, there's a lot more upside. Marvell's just a $260 billion company.
Photo by Yiorgos Ntrahas on Unsplash
Marvell Technology, Inc. (NASDAQ:MRVL) develops semiconductor solutions for data infrastructure, including system-on-a-chip designs, processors, and networking and storage products. Cramer discussed the company during the May 27 episode and said:
Oh, then there's Marvell Technology. Lots of people think that this one was totally uncatchable, but that's untrue. Late last year, okay, get this, late last year, there had been this kind of noise about maybe Marvell had lost a huge chunk of business, okay? Last time CEO Matt Murphy had come on in December, when the stock was at $88, he told us that he just reported and there was no loss of business. People were lying about what he was saying.
1 month ago
Over the last 24 hours, SanDisk shares sank 14.13%, Seagate dropped 10.38%, and Micron fell 5.49% as investors priced in a looming memory supply glut.
The three names have now lost 19.59%, 17.54%, and 14.36% over the past five sessions, respectively. That drop erases a chunk of 2026's extraordinary rally.
Morningstar's director of research, Lorraine Tan, told Bloomberg TV that AI-linked stocks could fall 20% to 30% before becoming buyable again. She pointed to new supply coming from Samsung and SK Hynix and a potential plateau in AI capital spending.
Traders have turned that warning into this week's working thesis. They are now questioning whether the pricing power behind the sector's margin expansion can survive once fresh capacity lands.
A separate catalyst sharpened that realization. It was announced that Meta Platforms is building a cloud service to sell its own excess AI computing power. Investors took the plan as evidence that hyperscaler capex, and the chip demand tied to it, may be nearing a ceiling.
The three names have now lost 19.59%, 17.54%, and 14.36% over the past five sessions, respectively. That drop erases a chunk of 2026's extraordinary rally.
Morningstar's director of research, Lorraine Tan, told Bloomberg TV that AI-linked stocks could fall 20% to 30% before becoming buyable again. She pointed to new supply coming from Samsung and SK Hynix and a potential plateau in AI capital spending.
Traders have turned that warning into this week's working thesis. They are now questioning whether the pricing power behind the sector's margin expansion can survive once fresh capacity lands.
A separate catalyst sharpened that realization. It was announced that Meta Platforms is building a cloud service to sell its own excess AI computing power. Investors took the plan as evidence that hyperscaler capex, and the chip demand tied to it, may be nearing a ceiling.
1 month ago
Vaxcyte Inc. (NASDAQ:PCVX) is one of the 8 Hidden Multibagger Stocks to Buy Now. On June 18, Mizuho Securities ******* yst Salim Syed reiterated a Buy rating on Vaxcyte Inc. (NASDAQ:PCVX) with a price target of $163. The firm's price target reflects a significant 180% upside from current levels.
Earlier on June 16, PCVX announced an update regarding its ongoing clinical study. The company is conducting an early-stage clinical trial of VAX-A1, a vaccine designed to protect against Group A strep infections. The study will evaluate the safety, tolerability, and immunogenicity of VAX-A1 in healthy young adults. The trial is testing three different dose levels of the vaccine against a placebo. It is administered via muscle injection and is designed to support the immune system.
If the trial shows positive results, the vaccine could allow the company to enter a new market for preventing Group A strep infections. This could boost investor confidence in the company and support the stock's valuation. However, disappointing results could increase concerns about the program and shift attention toward larger vaccine competitors such as Pfizer and GSK.
Vaxcyte Inc. (NASDAQ:PCVX) is a clinical-stage vaccine innovation company that develops conjugate and novel protein vaccines to prevent or treat bacterial infectious diseases. The company develops a variety of vaccines, and its major candidate is VAX-24. The company was formerly known as SutroVax, Inc. and changed its name to Vaxcyte, Inc. in May 2020. It was incorporated in 2013 and is headquartered in San Carlos, California.
While we acknowledge the potential of PCVX 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.
Earlier on June 16, PCVX announced an update regarding its ongoing clinical study. The company is conducting an early-stage clinical trial of VAX-A1, a vaccine designed to protect against Group A strep infections. The study will evaluate the safety, tolerability, and immunogenicity of VAX-A1 in healthy young adults. The trial is testing three different dose levels of the vaccine against a placebo. It is administered via muscle injection and is designed to support the immune system.
If the trial shows positive results, the vaccine could allow the company to enter a new market for preventing Group A strep infections. This could boost investor confidence in the company and support the stock's valuation. However, disappointing results could increase concerns about the program and shift attention toward larger vaccine competitors such as Pfizer and GSK.
Vaxcyte Inc. (NASDAQ:PCVX) is a clinical-stage vaccine innovation company that develops conjugate and novel protein vaccines to prevent or treat bacterial infectious diseases. The company develops a variety of vaccines, and its major candidate is VAX-24. The company was formerly known as SutroVax, Inc. and changed its name to Vaxcyte, Inc. in May 2020. It was incorporated in 2013 and is headquartered in San Carlos, California.
While we acknowledge the potential of PCVX 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.
1 month ago
BR-DGE, a payment orchestration platform, has raised £10m in a funding round as it progresses its international growth strategy.
Bettor Capital, a US-based investor focused on the gaming industry, joined the round as a new growth partner. The company's existing investors also participated.
BR-DGE said the proceeds will be used to enhance platform capabilities, expand go-to-market activity and support geographic growth. It added new market and product launches are planned for the second half of this year.
BR-DGE CEO Thomas Gillan said: "Payments have become a much bigger strategic priority for enterprise merchants, particularly in complex, regulated sectors where resilience, competitive advantage, customer experience and compliance are critical to success.
"The next generation of payment infrastructure is not about moving money; it's about optimising every transaction. We are building the intelligence and optimisation layer that enables merchants to maximise the performance of every payment.
Bettor Capital, a US-based investor focused on the gaming industry, joined the round as a new growth partner. The company's existing investors also participated.
BR-DGE said the proceeds will be used to enhance platform capabilities, expand go-to-market activity and support geographic growth. It added new market and product launches are planned for the second half of this year.
BR-DGE CEO Thomas Gillan said: "Payments have become a much bigger strategic priority for enterprise merchants, particularly in complex, regulated sectors where resilience, competitive advantage, customer experience and compliance are critical to success.
"The next generation of payment infrastructure is not about moving money; it's about optimising every transaction. We are building the intelligence and optimisation layer that enables merchants to maximise the performance of every payment.
1 month ago
For years, Americans have been told they'll need millions of dollars to retire comfortably. But before you panic over the flashy "magic number" estimates, new data from Fidelity (1) offers a more realistic perspective: How much have people your age actually managed to save?
The investment company ****** yzed more than 25 million workplace retirement accounts, revealing how 401(k) balances grow over the course of a career.
Everyone's retirement journey is unique, and the key is to remember these figures aren't pass-or-fail benchmarks.
Income, career changes, years in the workforce and retirement goals all shape how much someone saves. The Fidelity data offers some grounded yardsticks for seeing how your nest egg stacks up.
Fidelity's latest data shows that retirement balances build gradually, not overnight. Workers in their early 20s have an average of just $7,700 saved in a 401(k), while the average doesn't cross the $100,000 mark until their early 40s.
The investment company ****** yzed more than 25 million workplace retirement accounts, revealing how 401(k) balances grow over the course of a career.
Everyone's retirement journey is unique, and the key is to remember these figures aren't pass-or-fail benchmarks.
Income, career changes, years in the workforce and retirement goals all shape how much someone saves. The Fidelity data offers some grounded yardsticks for seeing how your nest egg stacks up.
Fidelity's latest data shows that retirement balances build gradually, not overnight. Workers in their early 20s have an average of just $7,700 saved in a 401(k), while the average doesn't cross the $100,000 mark until their early 40s.
1 month ago
Retirees can satisfy an RMD by transferring shares in kind to a taxable account, avoiding a forced sale at depressed prices.
In-kind distributions are still taxed as ordinary income at fair market value, so retirees need outside cash to cover the tax bill.
A qualified charitable distribution sent directly from an IRA to a nonprofit satisfies the RMD with zero income tax, up to the annual limit.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
She is 75, retired, and looking at a brokerage statement she would rather not open. The market sold off hard this spring, with the VIX, also known as the stock market's "fear index," soaring and staying elevated. Meanwhile, several of her long-held equity positions are still well off their highs. Her investment custodian has flagged the obvious problem: her annual required minimum distribution (RMD) is due, and the default way to satisfy it is to sell shares. The problem is she does not want to sell low.
In-kind distributions are still taxed as ordinary income at fair market value, so retirees need outside cash to cover the tax bill.
A qualified charitable distribution sent directly from an IRA to a nonprofit satisfies the RMD with zero income tax, up to the annual limit.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
She is 75, retired, and looking at a brokerage statement she would rather not open. The market sold off hard this spring, with the VIX, also known as the stock market's "fear index," soaring and staying elevated. Meanwhile, several of her long-held equity positions are still well off their highs. Her investment custodian has flagged the obvious problem: her annual required minimum distribution (RMD) is due, and the default way to satisfy it is to sell shares. The problem is she does not want to sell low.
1 month ago
The dollar index (DXY00) today is down by -0.19%. The dollar is under pressure as today's stock rally has reduced liquidity demand for the dollar. Also, benign inflation news today may keep the Fed from tightening monetary policy, a negative for the dollar, after the May core PCE price index, the Fed's preferred inflation gauge, rose as expected.
Losses in the dollar are limited, as today's US economic news shows the economy is strengthening. Q1 GDP was revised upward, weekly jobless claims fell more than expected, and May personal spending and income, and May capital goods new orders rose more than expected.
Dollar Rallies and Gold Sinks on the Prospect of Tighter Fed Policy
Speculation of Tighter Fed Policy Boosts the Dollar and Hammers Gold
Dollar Slips on Benign US Inflation News
Losses in the dollar are limited, as today's US economic news shows the economy is strengthening. Q1 GDP was revised upward, weekly jobless claims fell more than expected, and May personal spending and income, and May capital goods new orders rose more than expected.
Dollar Rallies and Gold Sinks on the Prospect of Tighter Fed Policy
Speculation of Tighter Fed Policy Boosts the Dollar and Hammers Gold
Dollar Slips on Benign US Inflation News
1 month ago
Oracle (ORCL) has cut some 21,000 jobs over the past year as the company continued its massive push into the AI data center **** e.
In its annual 10-K filing with the Securities and Exchange Commission, Oracle said it had some 141,000 full-time employees. That's down from the 162,000 the company reported in 2025.
The layoffs come as Oracle spends massive sums on AI facilities. In its fiscal 2026, Oracle spent $55.7 billion on capital expenditures. That's a 162% increase from the $21.2 billion it spent in fiscal 2025. Adjusted revenue for 2026 was $67.4 billion.
That spending has sent Oracle's free cash flow plummeting nearly 6,000% to -$23.7 billion.
In its annual 10-K filing with the Securities and Exchange Commission, Oracle said it had some 141,000 full-time employees. That's down from the 162,000 the company reported in 2025.
The layoffs come as Oracle spends massive sums on AI facilities. In its fiscal 2026, Oracle spent $55.7 billion on capital expenditures. That's a 162% increase from the $21.2 billion it spent in fiscal 2025. Adjusted revenue for 2026 was $67.4 billion.
That spending has sent Oracle's free cash flow plummeting nearly 6,000% to -$23.7 billion.
2 months ago
Is AEVA a good stock to buy? We came across a bullish thesis on Aeva Technologies, Inc. on TradersPro's Substack. In this article, we will summarize the bulls' thesis on AEVA. Aeva Technologies, Inc.'s share was trading at $26.87 as of June 15th.
Portogas D Ace/Shutterstock.com
Aeva Technologies, Inc. engages in the design, manufacture, and sale of LiDAR sensing systems, and related perception and autonomy-enabling software solutions in North America and internationally. AEVA is positioned as a next-generation leader in advanced sensing solutions as autonomous systems transition from development to large-scale commercial deployment, where reliable perception technology is becoming a defining competitive advantage.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
Portogas D Ace/Shutterstock.com
Aeva Technologies, Inc. engages in the design, manufacture, and sale of LiDAR sensing systems, and related perception and autonomy-enabling software solutions in North America and internationally. AEVA is positioned as a next-generation leader in advanced sensing solutions as autonomous systems transition from development to large-scale commercial deployment, where reliable perception technology is becoming a defining competitive advantage.
Read More: 15 AI Stocks That Are Quietly Making Investors Rich
Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential
2 months ago
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) was among the stocks on Jim Cramer's radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. When a caller mentioned that the "Mythos scare" is likely to "come into play" during Q2, Cramer said:
Actually, no, it came into play in Q1 of this year, and no, it's really not brought in instant business. These are long-cycle sales that George Kurtz has to do. But that said, I think the second half of the year is going to be really good just because of what you talked about.
Photo by Nicholas Cappello on Unsplash
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cloud-based cybersecurity solutions. The company offers protection for endpoints, cloud systems, identities, and data. During the June 4 episode, Cramer discussed the company following its "excellent quarter." He remarked:
Last night, CrowdStrike reported what I thought was an excellent quarter, but the stock got hammered today mainly because the cybersecurity company didn't beat the estimates by as much as we've all become accustomed to. The guidance was strong, too, and they even announced a 4-for-1 stock split, which shouldn't matter in theory, but in practice, tends to attract more individual investors. And I think this is a buying opportunity.
Actually, no, it came into play in Q1 of this year, and no, it's really not brought in instant business. These are long-cycle sales that George Kurtz has to do. But that said, I think the second half of the year is going to be really good just because of what you talked about.
Photo by Nicholas Cappello on Unsplash
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cloud-based cybersecurity solutions. The company offers protection for endpoints, cloud systems, identities, and data. During the June 4 episode, Cramer discussed the company following its "excellent quarter." He remarked:
Last night, CrowdStrike reported what I thought was an excellent quarter, but the stock got hammered today mainly because the cybersecurity company didn't beat the estimates by as much as we've all become accustomed to. The guidance was strong, too, and they even announced a 4-for-1 stock split, which shouldn't matter in theory, but in practice, tends to attract more individual investors. And I think this is a buying opportunity.