Why Vertiv Stock Soared 37% in February
Vertiv Holdings' shares jumped nearly 37% in February after the company posted a robust Q4 2025 report and issued 2026 guidance that far exceeded Wall Street expectations. Revenue rose 23% YoY to $2.88 billion, while adjusted EPS increased 37% to $1.36, beating consensus estimates. The firm forecast 2026 revenue of $13.25‑$13.75 billion and adjusted EPS of $5.97‑$6.07, implying 27‑29% top‑line and 43% earnings growth. Vertiv’s strong book‑to‑bill ratio of 2.9× and a $15 billion backlog underscore accelerating demand for AI data‑center cooling and power solutions.
Prediction: The Current Bull Market Will End When This Happens
The article warns that the AI‑driven bull market, which has lifted the S&P 500 88.5% since early 2023, could end if AI data‑center spending wanes. It highlights more than $600 billion in cloud‑infrastructure capex this year and the resulting boost to GDP...
BlackRock Says Buy AI Energy Stocks Over Big Tech in 2026. Here Are 3 Top Picks.
BlackRock’s 2026 outlook shifts focus from AI chip makers to the energy firms powering AI data centers, citing a projected thirty‑fold rise in U.S. power consumption through 2035. The firm highlights three stocks—Bloom Energy, Constellation Energy, and GE Vernova—as top...
Is NuScale the Smartest Investment You Can Make Today?
NuScale Power’s small modular reactor (SMR) stock is trading near its 52‑week low, down more than 75% from its October 2025 peak. The company retains a unique first‑mover advantage as the sole NRC‑approved SMR design, bolstered by a partnership with...
This Stock-Split Stock Is a Major AI Beneficiary. But Is Its Recent Sell-Off a Buying Opportunity?
ServiceNow completed a 5‑for‑1 stock split and posted a strong Q4, with subscription revenue of $3.5 billion, up 21 % YoY. AI‑focused Now Assist generated over $600 million in annual contract value, while non‑GAAP free‑cash‑flow margin reached 57 %. Despite these gains, the stock...
Alphabet Vs. The Trade Desk: Which Is a Better Buy?
Alphabet posted an 18% revenue jump to $113.8 billion in Q4, with Google Cloud surging 48% and net income rising 30%, underscoring strong AI‑driven growth and operating leverage. The Trade Desk reported $847 million in revenue, up 14% YoY, but its growth...
Choice Hotels Senior VP Empties Out Stock Options Amid Retirement
Choice Hotels senior vice president and general counsel Simone Wu announced her retirement and executed a direct sale of 8,080 shares for roughly $820,600 under a Rule 10b5‑1 plan. The transaction, filed on Feb. 2, 2026, reduced her direct holdings by about...
Texas Capital Bancshares Board Director Buys 40K Shares for $888K
Texas Capital Bancshares director Robert W. Stallings bought 40,000 depositary shares (TCBIO) for about $888,000 at a weighted‑average price of $22.20 per share. The transaction, disclosed on the SEC Form 4, raised his direct ownership to roughly $28 million, an 11.76% increase...
3 Dividend Stocks to Double Up on Right Now
Market volatility has driven three Dividend Kings—ADP, Genuine Parts (GPC) and Altria (MO)—to more attractive valuations. ADP fell on AI and employment‑market fears, pushing its forward yield above 3% while maintaining double‑digit dividend growth and 6% revenue guidance. Genuine Parts’...
Japan Pledges to Invest $36 Billion in U.S. Oil, Gas, and Mineral Projects. Here Are 2 Stocks That Could Soar...
Japan announced a $36 billion investment in the United States as the first phase of a broader $550 billion partnership, with most of the capital earmarked for a 9.2‑gigawatt natural‑gas‑fired power plant in Ohio. The project aims to address rising electricity demand...
Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
Cathie Wood’s Ark Innovation ETF (ARKK) recently added three new positions: design‑software firm Figma, gene‑editing company CRISPR Therapeutics, and AI‑focused data‑center provider CoreWeave. Figma now represents about 0.66% of the fund after a third purchase in February, while CRISPR has...
Forget Tech Stocks: The Utility Play That Could Outperform Nvidia
Nvidia’s AI‑chip rally has lifted its shares over 700% in three years, dwarfing the S&P 500’s 70% gain. Meanwhile, Brookfield Renewable (BEPC) is positioning itself as the power engine behind that demand, securing record‑size corporate PPAs with Microsoft and Google....
Why Delek Holdings Stock Flew Almost 5% Higher on Friday
Delek US Holdings reported a fourth‑quarter 2025 revenue of $2.43 billion, up 2% year‑over‑year, and posted a surprise non‑GAAP net profit of $143 million ($2.31 per share). Adjusted EBITDA surged to $314 million, a stark reversal from a $69 million loss a year earlier,...
Why Figure Technology Solutions Stock Dived by Almost 26% Today
Figure Technology Solutions reported a fourth‑quarter revenue surge to just under $160 million, a 91% year‑over‑year increase, and GAAP net income of $15 million ($0.06 per share). However, the earnings missed analysts’ profitability expectations of $0.15 per share, triggering a sharp sell‑off...
Before Retiring, Warren Buffett Sold These 3 Stocks and Piled Into This High-Yield Investment
Warren Buffett retired as Berkshire Hathaway’s CEO at the end of 2025, handing the role to Greg Abel while staying on as chairman. In the fourth quarter, Berkshire sold large blocks of Amazon, Apple, and Bank of America, cutting its exposure...
Why Calumet Stock Flopped on Friday
Calumet Energy reported Q4 2025 revenue of $1.04 billion, up 9% YoY, but posted a GAAP net loss of $37 million, missing analyst loss forecasts. The miss drove the stock down nearly 11% in Friday trading. While the specialty products segment surged,...
Meet the Monster Stock That Continues to Crush the Market
Comfort Systems USA (FIX) has outperformed Nvidia, soaring 876% over the past three years versus Nvidia's 696% gain and the S&P 500's 74% rise. The company’s revenue has doubled in the last year, driven by a record backlog that has...
Wall Street Says the Stock Market's Return in 2026 Will Crush the 30-Year Average
Wall Street analysts project the S&P 500 will close 2026 near 7,650 points, delivering roughly a 12% annual return. That outpaces the index’s 30‑year historical average of 8.1% and the 20‑year average, though it trails the 10‑year pace. The median forecast...
Billionaire Stephen Mandel Dumped His Fund's Entire Stake in Meta Platforms -- Meaning This AI Stock Is Lone Pine's New...
Billionaire Stephen Mandel’s Lone Pine Capital sold its entire Meta Platforms stake—about $971 million, representing 7.1% of the fund—by the end of Q4 2025. The hedge fund’s exit appears driven by profit‑taking and concerns over Meta’s aggressive AI capital‑expenditure. In its...
Are the Signs Pointing to Another Nasdaq-100 Correction?
The Nasdaq‑100 is showing a repeat of a historic pattern where the index climbs while fewer components stay above their 200‑day moving average, a signal that preceded >20% corrections in 2021 and 2024. The metric has again slipped, and the...
Could Nvidia Double in 6 Months? Here's What History Says.
Nvidia’s stock is hovering near a 24‑times forward‑earnings multiple, its cheapest level in almost a year, as investors await the FY2026 earnings release. The company posted $130 billion in revenue last year, a 114% year‑over‑year surge, and maintains gross margins above...
Alaska Air Group CCO Sells 5500 Shares After Company Invests $3B Into Hub Airports
Alaska Air Group’s executive vice president and chief commercial officer, Andrew R. Harrison, sold 5,500 shares for roughly $311,000 at a weighted‑average price of $56.63 per share. The transaction represents about 15% of his direct holdings, a higher proportion than...
Vanguard Says: International Stocks Could Beat the U.S. for Years
Vanguard’s 2026 outlook projects international equities delivering 4.9%‑6.9% average annual returns over the next decade, outpacing the 4%‑5% forecast for U.S. stocks. The Vanguard Total International Stock ETF (VXUS) has already outperformed the S&P 500 and Nasdaq‑100, rising 9% year‑to‑date and...
2 Incredibly Cheap Dividend Stocks to Buy Now
Enterprise Products Partners (EPD) trades around $36 with a forward P/E just above 13 and a dividend yield near 6%, positioning it as a cheap, high‑yield mid‑stream energy play. Bristol Myers Squibb (BMY) offers a 4.2% dividend and a forward...
Amazon Just Shared Great News for This AI Chipmaker (Hint: Not Nvidia)
Amazon announced a $200 billion capital‑expenditure plan for 2026, a $70 billion jump from the prior year, with a sizable portion earmarked for AI‑focused data‑center capacity. AWS’s custom‑chip business now runs over $10 billion in revenue and is expanding at triple‑digit rates, driven...
2 Top Quantum Computing Stocks to Buy in 2026
Quantum‑computing stocks have fallen sharply in early 2026, making IonQ and IBM attractive entry points. IonQ (IONQ) trades around $33, bolstered by a 222% YoY revenue jump and recent acquisitions including SkyWater to control chip manufacturing. IBM (IBM) trades near...
Is Compass Stock a Buy After Kanen Added 1.6 Million Shares to Its Position?
Kanen Wealth Management disclosed a $14.36 million purchase of 1,573,950 Compass shares in its Q4 2025 filing, lifting its holding to 20.5% of the firm’s $329.38 million assets under management. The transaction pushed the value of Kanen’s Compass stake to $67.59 million, reflecting both...
The Best Stocks to Invest $10,000 in Right Now
The article highlights Broadcom and IBM as top picks for a $10,000 investment, emphasizing their AI and hybrid‑cloud growth. Broadcom’s custom AI accelerator chips surged 65% to $20 billion in FY2025, now accounting for 31% of revenue and driving projected 52%...
Overlooked and Undervalued: Why Novo Nordisk Stock Deserves Attention
Novo Nordisk’s shares have slumped 66% from their 2024 peak, reflecting weak 2026 guidance and fierce competition from Eli Lilly in the GLP‑1 arena. The Danish firm recently introduced the first oral GLP‑1 pill, positioning it ahead of Lilly’s upcoming tablet and...
Booking Holdings Announces a Massive 25-for-1 Stock Split. Here's What Investors Need to Know
Booking Holdings announced its first-ever forward stock split, converting each share into 25 shares. The 25‑for‑1 split will take effect on April 6, 2026, after distribution on April 2, with shares trading on a split‑adjusted basis. The move follows a...
