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  • Analyzing Bitfarms Ltd. (TSE:BITF) Stock’s 31% Drop: Is It an Opportunity Worth Considering?

    Analyzing Bitfarms Ltd. (TSE:BITF) Stock’s 31% Drop: Is It an Opportunity Worth Considering?



    Uncovering Potential Opportunities: Analyzing Bitfarms Ltd. (TSE:BITF) Stock’s Recent 31% Drop

    In the fast-paced world of stock market trading, sudden drops in stock prices can often signal potential opportunities for savvy investors. Bitfarms Ltd. (TSE:BITF) recently experienced a significant 31% dive in its stock price, leaving many wondering if now is the time to jump in and seize the opportunity.

    While the prospect of buying low and selling high is certainly enticing, it’s crucial to approach this situation with a critical eye. Before making any investment decisions, it’s important to conduct a thorough analysis of Bitfarms Ltd., its market position, financial health, and future growth prospects.

    By taking the time to scrutinize the factors contributing to Bitfarms Ltd.’s recent downturn, investors can better assess whether this dip represents a temporary setback or a long-term opportunity. With careful consideration and a strategic approach, investors may be able to capitalize on the potential upside of Bitfarms Ltd.’s stock and turn this recent drop into a profitable investment.



    Tags:

    Bitfarms Ltd., TSE:BITF, stock, dive, opportunity, scrutiny, investment, market analysis, stock market, cryptocurrency, blockchain, mining company, potential growth, risk assessment, stock price, financial news, market trends.

    #Bitfarms #TSEBITF #Stocks #Dive #Signal #Opportunity #Requires #Scrutiny

  • Palantir Earnings to Test Stock’s Soaring Valuation After Rally


    (Bloomberg) — Palantir Technologies Inc.’s hefty premium will be in focus when the data analysis software giant reports earnings after the market close on Monday — with the stock trading at levels some see as difficult to maintain.

    Most Read from Bloomberg

    Rebounding from a slump at the start of the year, the stock on Friday powered to a fresh record high, pushing its valuation to nearly 170 times forward earnings — more than 500% greater than that of the tech-heavy Nasdaq 100.

    With Palantir’s ability to keep delivering significant growth seen threatened by rising competition and a weaker outlook in Europe, scrutiny is on earnings. The firm would have to accelerate growth by 50% for four years to hold its stock price, Jefferies analysts led by Brent Thill wrote in a Jan. 30 note.

    “With Palantir trading at a significant premium to its peers, we believe any signs of decelerating growth could cause concern and subsequently lead to multiple compression,” Thill said. Palantir shares pared an earlier loss to climb about 1% higher in afternoon trading in New York.

    Analysts see more than 30% downside for the stock over the next 12 months, according to data compiled by Bloomberg.

    Around its earnings, the implied one-day move for shares is more than 13% in either direction, according to Bloomberg. Wall Street expects the company to report GAAP earnings per share of 3 cents, a decline from the year before, and $776 million in revenue, a 28% jump from the year prior.

    Bloomberg Intelligence analysts also see possible hurdles to Palantir’s growth. Momentum from US government contracts and its artificial intelligence platform could get weighed down by competition and softness in its international business, according to analysts led by Mandeep Singh.

    Another issue for investors is insider sales — of which Palantir had the most of any S&P 500 Index company in the past three months, data compiled by Bloomberg show.

    Palantir insiders sold about $4 billion in shares in 2024, a record, according to data from the Washington Service, with most sales taking place from September through the end of the year. While that makes up a relatively small portion of the company’s roughly $190 billion market value, who is selling is also important — the list includes early investors Peter Thiel and Chief Executive Officer and Founder Alex Karp.



    Palantir Technologies Inc. is set to report its earnings for the fourth quarter, with investors eagerly awaiting the results to see if the software company can justify its soaring valuation after a recent rally.

    Palantir, known for its data analytics and software solutions for government and commercial clients, has seen its stock price surge in recent months, with shares up over 200% in the past year. The company’s market capitalization now stands at over $50 billion, making it one of the most valuable software companies in the world.

    Investors will be looking for signs of continued growth and profitability in Palantir’s earnings report, as well as updates on the company’s outlook for the future. Analysts expect the company to report strong revenue and earnings growth, driven by increasing demand for its products and services.

    However, some analysts have raised concerns about Palantir’s valuation, noting that the stock may be overvalued compared to its peers. The company’s high price-to-earnings ratio and relatively small revenue base have led some to question whether the stock can sustain its current levels.

    Palantir’s earnings report will be a key test for the company and its investors, as they gauge whether the company’s fundamentals can support its lofty valuation. Stay tuned for updates on Palantir’s earnings and the market’s reaction to the results.

    Tags:

    1. Palantir stock
    2. Palantir earnings report
    3. Palantir valuation
    4. Palantir stock price
    5. Palantir earnings analysis
    6. Palantir stock rally
    7. Palantir earnings forecast
    8. Palantir stock performance
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    10. Palantir stock news

    #Palantir #Earnings #Test #Stocks #Soaring #Valuation #Rally

  • Why American Tower Corporation (AMT) Is Among the Best 5G Stocks to Invest in According to Analysts?


    We recently published a list of 10 Best 5G Stocks to Invest in According to Analysts. In this article, we are going to take a look at where American Tower Corporation (NYSE:AMT) stands against other best 5G stocks to invest in according to analysts.

    5G technology is the fifth generation of wireless cellular technology that offers significant improvements in speed, latency, and capacity. The 5G technology industry is expected to experience rapid growth, fueled by the technology’s potential to revolutionize various sectors such as telecommunications, the Internet of Things (IoT), and private networks. According to a report by The Business Research Company, the global 5G technology market was valued at $27.91 billion in 2024. The market is expected to grow exponentially at a compound annual growth rate (CAGR) of 46.7% during 2025-2029 to reach a value of $210.98 billion by the end of the forecast period. In 2024, North America was the largest region in the global 5G technology market.

    READ ALSO: 10 Best Stocks to Buy and Hold For 2025 and 10 Best Sin Stocks to Invest in 2025. 

    This growth in the 5G technology industry is supported by the growing demand for high-speed data connections and low latency, which are crucial for various new technologies and applications. Technologies like self-driving cars, advanced gaming, and live streaming require high-speed data connections. Additionally, the rise of new technologies such as IoT, Artificial Intelligence (AI), and automation is leading to a surge in the amount of data created, further driving the demand for 5G connectivity.

    In March 2024, CNBC reported that telecom operators are still rolling out 5G wireless mobile networks, but are already talking about creating “5.5G” or “5G Advanced.” This was a major topic of discussion at the Mobile World Congress in Barcelona, where leading telecom companies shared their plans for the development of a new generation of mobile internet technology.

    This technology could power more advanced applications in the future, including mixed-reality headsets. Additionally, its applications could also include self-driving cars, unpiloted air taxis, and smart manufacturing.

    Milind Kulkarni, the vice president and head of InterDigital’s wireless labs, told CNBC that the main reason for developing 5G Advanced standards is to make 5G more commercially relevant by expanding into different industries, resolving deployment problems, and continuing to improve the technology to create a bridge towards the next generation of wireless networks, known as 6G.



    With the rapid growth of 5G technology, investors are searching for the best stocks to capitalize on this emerging trend. One company that consistently stands out among analysts as a top 5G stock to invest in is American Tower Corporation (AMT).

    Here are a few reasons why AMT is considered one of the best 5G stocks to invest in:

    1. Strong Revenue Growth: American Tower Corporation is a leading provider of wireless communications infrastructure, including cell towers and small cell networks. As demand for 5G technology continues to increase, so does the need for infrastructure to support it. This has resulted in strong revenue growth for AMT, making it an attractive investment opportunity.

    2. Diversified Portfolio: AMT has a diverse portfolio of assets, including towers in both urban and rural areas, as well as international markets. This diversification helps to mitigate risk and provides stability for investors.

    3. Long-Term Contracts: American Tower Corporation has long-term contracts with major wireless carriers, providing a steady stream of revenue for the company. These contracts also provide a level of predictability for investors, making AMT a reliable investment option.

    4. Growth Potential: With the rollout of 5G technology expected to accelerate in the coming years, American Tower Corporation is well-positioned to benefit from this growth. Analysts believe that AMT has significant growth potential as 5G networks continue to expand globally.

    Overall, American Tower Corporation is seen as a solid investment option for investors looking to capitalize on the growth of 5G technology. With its strong revenue growth, diversified portfolio, long-term contracts, and growth potential, AMT is consistently ranked among the best 5G stocks to invest in by analysts.

    Tags:

    1. American Tower Corporation
    2. AMT stock
    3. 5G investments
    4. Analyst recommendations
    5. Best 5G stocks to invest in
    6. AMT company analysis
    7. 5G technology investments
    8. AMT stock performance
    9. Analyst insights on AMT
    10. Investing in American Tower Corporation

    #American #Tower #Corporation #AMT #Among #Stocks #Invest #Analysts

  • stock investment: Billionaire Philippe Laffont sold Nvidia, AMD and invested heavily in two companies dominating a market that may reach beyond $100 billion; which are the stocks?


    Founder of Coatue Management Philippe Laffont, known for his innovative technology investment portfolio has recently reduced his holdings in two AI chip giants, Nvidia and AMD, as per reports. Find out where he is now investing.

    A boom in the drug market

    Laffont turned his attention to the booming weight loss drug sector, according to The Motley Fool report.

    By cutting his investments in Nvidia and AMD, he boosted his investments in Eli Lilly and Novo Nordisk. These two pharmaceutical companies are currently dominating the weight loss drug market

    Also Read : Is there a connection between women’s health during pregnancy and autism? This study debunks myth

    Diversifying investments

    Laffont increased his position in Lilly by more than 19% and now holds 247,950 shares, as per the report. He also increased his position in Novo Nordisk by more than 800% and now owns 326,363 shares, the report added.According to analysts, the drug market could reach between $100 billion to $130 billion by 2030, reported The Motley Fool. This is a win-win situation for the companies and for investors to benefit from the company’s growth.

    Eli Lilly and Novo Nordisk are proving to be strong growth stocks, with high demand for weight loss drugs—Mounjaro and Zepbound from Lilly, and Ozempic and Wegovy from Novo. These drugs target hormones involved in blood sugar and appetite regulation, offering significant weight loss benefits.

    Eli Lilly’s Zepbound just got approval for sleep apnea, which could increase accessibility through Medicare. Meanwhile, Medicare already covers Wegovy for heart risk reduction, broadening its reach. With blockbuster sales and growing market potential, Laffont’s investment in these pharma giants looks like a savvy move for long-term growth, as per the report.

    Also Read : Massive valuation: OpenAI in talks to raise up to $40 billion that would value ChatGPT owner at a whopping $340 billion, says report

    Laffont hasn’t completely walked away from Nvidia and AMD. Laffont reduced his Nvidia stake by 26% to about 10 million shares and cut his AMD holding by 32% to 4.2 million shares, as per the report. While still confident in their future, Laffont is diversifying into new areas for growth.

    FAQs

    Why did Philippe Laffont reduce his holdings in Nvidia and AMD?
     Laffont reduced his positions to diversify his portfolio and explore growth in new sectors, particularly the weight loss drug market.

    What companies is Laffont now investing in?
     Laffont increased his investments in Eli Lilly and Novo Nordisk, betting on their dominance in the rapidly growing weight loss drug market.

    Disclaimer Statement: This content is authored by a 3rd party. The views expressed here are that of the respective authors/ entities and do not represent the views of Economic Times (ET). ET does not guarantee, vouch for or endorse any of its contents nor is responsible for them in any manner whatsoever. Please take all steps necessary to ascertain that any information and content provided is correct, updated, and verified. ET hereby disclaims any and all warranties, express or implied, relating to the report and any content therein.



    Billionaire Philippe Laffont, founder of Coatue Management, has made some major moves in his stock portfolio recently. Laffont recently sold his positions in tech giants Nvidia and AMD, two companies that have seen significant growth in recent years.

    Instead, Laffont has shifted his focus to two companies that are dominating a market that is projected to reach beyond $100 billion in the near future. These two stocks are none other than Tesla Inc. (TSLA) and Amazon.com Inc. (AMZN).

    Tesla, the electric vehicle and clean energy company founded by Elon Musk, has been a favorite among investors in recent years. The company’s stock price has skyrocketed, driven by a strong demand for electric vehicles and its innovative technology.

    Amazon, the e-commerce and cloud computing giant led by Jeff Bezos, has also seen massive growth in recent years. The company’s stock price has surged as more consumers turn to online shopping and businesses rely on its cloud services.

    Laffont’s decision to invest heavily in Tesla and Amazon shows his confidence in the growth potential of these companies. With both stocks poised for continued success, it’s no surprise that Laffont has chosen to bet big on these market dominators.

    Tags:

    stock investment, billionaire Philippe Laffont, Nvidia, AMD, market dominance, $100 billion market, stock analysis, investment strategy, technology stocks, growth potential, stock portfolio, market trends, top stocks, billionaire investors, stock market insights

    #stock #investment #Billionaire #Philippe #Laffont #sold #Nvidia #AMD #invested #heavily #companies #dominating #market #reach #billion #stocks

  • Billionaire Philippe Laffont Just Sold Top Artificial Intelligence Stocks Nvidia and AMD and Piled Into 2 Players Dominating Another High-Growth Billion-Dollar Industry


    As founder of Coatue Management, Philippe Laffont oversees $26.9 billion invested in more than 80 stocks, and though he buys players across many sectors, one in particular stands out. The billionaire is known for his investments in innovative companies, and he’s generally found them in the area of technology. The sector consistently represented more than 40% of his holdings over the past five quarters, and four of his five most heavily weighted stocks — led by Meta Platforms and Amazon — are giants in the tech field.

    But in the third quarter, Laffont and his team cut their positions in two of the world’s most-watched tech stocks right now and increased positions in two stocks in a completely different high-growth area that’s generating billions of dollars these days. Laffont reduced artificial intelligence (AI) chip giants Nvidia (NVDA -3.67%) and Advanced Micro Devices (AMD -2.45%), companies that have been growing data center sales in the triple digits, and increased investment in two companies dominating a market that may reach beyond $100 billion later this decade. Let’s find out more.

    Investors gather around a laptop in a home office to look at something.

    Image source: Getty Images.

    Laffont’s Nvidia and AMD holdings

    So, first let’s talk about Laffont’s Nvidia and AMD holdings. He hasn’t exactly dropped them like a hot potato and still clearly believes in these companies’ futures. Nvidia is the leading AI chip designer, with more than 70% market share, and offers customers an entire portfolio of related products and services. This has helped the company generate record revenue in recent times — and the stock has followed, climbing 171% last year.

    AMD may be a far-behind rival to Nvidia in the AI chip market, with about 11% share, but the company still has delivered significant growth thanks to demand from AI customers. In the recent quarter, AMD reported a 122% increase in data center revenue to $3.5 billion and said it’s on track to report record full-year revenue.

    Laffont reduced his position in Nvidia by 26% in the quarter and now owns 10,138,161 shares, and he cut his AMD holding by 32% to 4,249,190 shares. So, Laffont is still betting on gains in these stocks, but he’s also turning to another area to benefit from innovation.

    In the quarter, Laffont boosted his holdings of Eli Lilly (LLY -1.48%) and Novo Nordisk (NVO -1.04%), two companies that are dominating the weight loss drug market. Analysts expect this market to reach $100 billion to $130 billion by 2030, so this could represent significant opportunity for these drugmakers and those who invest in them.

    Looking for innovation beyond the tech industry

    Laffont increased his position in Lilly by more than 19% and now holds 247,950 shares, and he lifted his position in Novo Nordisk by more than 800% and now owns 326,363 shares. Of course, these pharma players still represent a much smaller portion of Laffont’s portfolio than AI stocks, but his move shows he’s on the lookout for innovation and growth opportunities — and can find them — well beyond the tech industry.

    Lilly and Novo Nordisk both have demonstrated they could be the right stocks to add growth to a portfolio now and into the coming years. Lilly is the seller of Mounjaro and Zepbound, while Novo Nordisk sells Ozempic and Wegovy — names many of us have heard in the news due to high demand for these products. They act on hormone pathways involved in the management of blood sugar levels and appetite, and as a result, they’ve delivered great results to patients aiming to lose weight. (Mounjaro and Ozempic are approved for type 2 diabetes, but doctors have prescribed them off-label for weight loss. Zepbound and Wegovy are specifically approved for weight control.)

    These drugs have generated blockbuster revenue, and considering the level of demand and forecasts for market growth, this is likely to continue. On top of this, Lilly recently won approval for Zepbound in another indication — sleep apnea — opening the door to Medicare coverage. And Medicare covers Wegovy as a treatment to reduce heart attack or stroke risk. This is important because it increases the number of patients who can afford these drugs. (Medicare won’t reimburse drugs approved for weight loss alone.)

    All of this means buying shares of these two big pharma players right now may have been a genius move by Laffont — and other investors looking for growth might want to do the same.

    Randi Zuckerberg, a former director of market development and spokeswoman for Facebook and sister to Meta Platforms CEO Mark Zuckerberg, is a member of The Motley Fool’s board of directors. John Mackey, former CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool’s board of directors. Adria Cimino has positions in Amazon. The Motley Fool has positions in and recommends Advanced Micro Devices, Amazon, Meta Platforms, and Nvidia. The Motley Fool recommends Novo Nordisk. The Motley Fool has a disclosure policy.



    In a surprising move, billionaire investor Philippe Laffont has recently sold off top artificial intelligence stocks Nvidia and AMD, and instead, has shifted his focus towards two players dominating another high-growth billion-dollar industry.

    Laffont, who is known for his successful investments in technology and growth stocks, has decided to reallocate his capital into companies that are leading the way in a different sector. While the sale of Nvidia and AMD may come as a shock to some, Laffont is confident in his decision to move towards companies that are poised for significant growth in the coming years.

    The two players that Laffont has now invested in are at the forefront of a booming industry that is set to revolutionize the way we live and work. With their innovative products and services, these companies have the potential to dominate their respective markets and generate massive returns for investors.

    While Laffont’s decision to sell off Nvidia and AMD may raise eyebrows, it is clear that he sees a brighter future in the companies he has chosen to invest in. As the world continues to embrace new technologies and industries, it will be interesting to see how these investments play out in the long run.

    Tags:

    1. Philippe Laffont
    2. Billionaire investor
    3. Artificial Intelligence stocks
    4. Nvidia
    5. AMD
    6. High-growth industry
    7. Billion-dollar industry
    8. Investment strategy
    9. Technology investments
    10. Stock market trends

    #Billionaire #Philippe #Laffont #Sold #Top #Artificial #Intelligence #Stocks #Nvidia #AMD #Piled #Players #Dominating #HighGrowth #BillionDollar #Industry

  • US stocks end day lower on tariffs but close month with gains




    On June 30th, 2021, US stocks closed lower for the day as investors reacted to the latest round of tariffs imposed by the US on Chinese goods. The Dow Jones Industrial Average fell 0.31%, the S&P 500 dropped 0.30%, and the Nasdaq Composite slid 0.06%.

    Despite the day’s losses, all three major indices closed the month of June with gains. The Dow was up 2.33% for the month, the S&P 500 gained 2.23%, and the Nasdaq rose 1.17%.

    The market has been volatile in recent weeks due to escalating trade tensions between the US and China. Investors are closely watching for any developments in the ongoing trade negotiations between the two countries.

    Overall, the US stock market has had a strong performance in the first half of 2021, with all three major indices posting double-digit gains. However, uncertainties surrounding trade and geopolitical issues continue to weigh on investor sentiment.

    As we head into the second half of the year, investors will be keeping a close eye on economic data, corporate earnings, and any further developments in the trade negotiations between the US and China.

    Tags:

    1. US stocks
    2. tariffs
    3. stock market
    4. trading
    5. economy
    6. financial news
    7. market trends
    8. investment
    9. trade wars
    10. stock market update

    #stocks #day #tariffs #close #month #gains

  • Stocks Close Higher on Strong Earnings and Economic Optimism


    The S&P 500 Index ($SPX) (SPY) Thursday closed up +0.53%, the Dow Jones Industrials Index ($DOWI) (DIA) closed up +0.38%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +0.45%.  March E-mini S&P futures (ESH25) are up by +0.49%, and March E-mini Nasdaq futures (NQH25) are up by +0.50%. 

    Stock indexes settled higher Thursday, with the Dow Jones Industrials climbing to an 8-week high.   Solid corporate earnings reports lifted stocks Thursday, as International Business Machines closed up more than +12% after forecasting full-year free cash flow above consensus.  Also, Lam Research closed up more than +7% after reporting stronger-than-expected Q2 revenue and forecasting Q3 revenue above consensus.  In addition, Thermo Fisher Scientific rose more than +6% after reporting Q4 revenue above consensus. 

    Signs that US consumer spending is holding up bolster confidence in the economic outlook and support stocks after Q4 personal consumption rose +4.2%, stronger than expectations of +3.2%. 

    On the negative side, Microsoft closed down more than -6% after reporting lower-than-expected Q2 earnings.  Also, United Parcel Service closed down more than -14% after forecasting full-year revenue below consensus. 

    Stocks also fell back from their best levels Thursday after President Trump said he would follow through on his threat to impose 25% tariffs on imports from Canada and Mexico on Saturday, citing the flow of fentanyl and large trade deficits with both countries.

    Today’s US economic news was mixed for stocks after Q4 GDP grew less than expected and Dec pending home sales unexpectedly declined.  However, weekly initial unemployment claims fell more than expected.

    US Q4 GDP rose +2.3% (q/q annualized), weaker than expectations of +2.6%.  Q4 personal consumption rose +4.2%, stronger than expectations of +3.2%. The Q4 core PCE deflator rose +2.5%, right on expectations.

    US weekly initial unemployment claims unexpectedly fell -16,000 to 207,000, showing a stronger labor market than expectations of an increase to 225,000.

    US Dec pending home sales fell -5.5% m/m, weaker than expectations of no change and the biggest decline in 5 months.

    Earnings season is in full swing as companies report Q4 earnings results.  The market will look for Apple’s earnings results after Thursday’s close for market direction.  According to Bloomberg Intelligence, analysts estimate S&P 500 earnings grew by +7.5% y/y in Q4, the second-highest pre-season forecast in the past three years.

    The markets are discounting the chances at 17% for a -25 bp rate cut at the next FOMC meeting on March 18-19.

    Overseas stock markets Thursday settled higher.  The Euro Stoxx 50 rallied to a 24-year high and closed up +0.99%.  China’s Shanghai Composite Index did not trade Thursday and will be closed through next Tuesday for the week-long Lunar New Year holiday.  Japan’s Nikkei Stock 225 closed up +0.25%.

    Interest Rates

    March 10-year T-notes (ZNH25) Thursday closed up +9 ticks.  The 10-year T-note yield fell -1.4 bp to 4.514%.  March T-notes Thursday rallied to a 6-week high, and the 10-year T-note yield fell to a 6-week low of 4.841%.  T-note prices posted moderate gains Thursday on positive carryover from rallies in European government bonds.  Also, falling inflation expectations are bullish for T-notes after the 10-year breakeven inflation rate fell to a 3-week low Thursday at 2.376%.  Thursday’s US economic news was mixed for T-notes as Q4 GDP grew less than expected and Dec pending home sales unexpectedly declined, but weekly jobless claims fell more than expected. 

    European government bond yields Thursday moved lower.  The 10-year German bund yield fell -6.4 bp to 2.519%. The 10-year UK gilt yield fell to a 4-week low of 4.537% and finished down -6.1 bp to 4.560%.

    Eurozone Jan economic confidence rose +1.5 to 95.2, stronger than expectations of 94.1.

    Eurozone Q4 GDP was unchanged q/q and rose +0.9% y/y, weaker than expectations of +0.1% q/q and +1.0% y/y.

    As expected, the ECB cut the deposit facility rate by -25 bp to 2.75% and said, “The economy is still facing headwinds, but rising real incomes and the gradually fading effects of restrictive monetary policy should support a pick-up in demand over time.”

    ECB President Lagarde said, “The conditions for a recovery in the Eurozone remain in place.  While the labor market has softened over the recent months, it continues to be robust, with the unemployment rate staying low.”  She added that ECB policy is still in restrictive territory, and it would be “premature” to discuss when to stop interest rate cuts.

    Swaps are discounting the chances at 35% for a -25 bp rate cut by the ECB at the March 6 policy meeting.

    US Stock Movers

    International Business Machines (IBM) closed up more than +12% to lead gainers in the S&P 500 and the Dow Jones Industrials after forecasting a full-year free cash flow of $13.5 billion, above the consensus of $12.92 billion. 

    Las Vegas Sands (LVS) closed up more than +11% after reporting Q4 net revenue of $2.90 billion, better than the consensus of $2.86 billion. 

    Lam Research (LRCX) closed up more than +7% to lead gainers in the Nasdaq 100 after reporting Q2 revenue of $4.38 billion, above the consensus of $4.30 billion, and forecast Q3 revenue of $4.35 billion-$4.95 billion, stronger than the consensus of $4.33 billion. 

    Thermo Fisher Scientific (TMO) closed up more than +6% after reporting Q4 revenue of $11.40 billion, stronger than the consensus of $11.29 billion. 

    PulteGroup (PHM) closed up more than +3% after reporting Q4 revenue of $4.92 billion, above the consensus of $4.66 billion. 

    Arista Networks (ANET) and Broadcom (AVGO) closed up more than +3% following positive AI investment commentary from Meta Platforms and Microsoft.

    Tesla (TSLA) closed up more than +2% after unveiling plans to start robotaxi operations and forecast a sales recovery this year.

    Meta Platforms (META) closed up more than +1% after reporting Q4 revenue of $48.39 billion, stronger than the consensus of $46.98 billion. 

    Microsoft (MSFT) closed down more than -6% to lead losers in the Dow Jones Industrials after reporting Q2 cloud revenue of $40.9 billion, below the consensus of $41.1 billion. 

    United Parcel Service (UPS) closed down more than -14% to lead losers in the S&P 500 after forecasting 2025 revenue of $89 billion, well below the consensus of $94.9 billion. 

    ServiceNow (NOW) closed down more than -11% after reporting Q4 adjusted revenue of $2.95 billion, weaker above the consensus of $2.96 billion, and forecast full-year subscription revenue of $12.64 billion-$12.68 billion, below the consensus of $12.87 billion. 

    Comcast Corp (CMCSA) closed down -11% to lead losers in the Nasdaq 100 after reporting it lost -139,000 domestic broadband customers in Q4, a bigger decline than the consensus of -94,769.

    Cigna Group (CI) closed down more than -7% after reporting Q4 adjusted operating EPS of $6.64, weaker than the consensus of $7.82, and forecast full-year adjusted operating EPS of at least $29.50, well below the consensus of $31.50. 

    Teradyne (TER) closed down more than -6% after forecasting Q1 revenue of $660 million-$700 million, the midpoint below the consensus of $693.2 million.

    Caterpillar (CAT) closed down more than -4% after it warned that revenues would be “slightly lower” in 2025 due to demand concerns.

    Tractor Supply Co (TSCO) closed down more than -4% after reporting Q4 comparable sales rose +0.6%, weaker than the consensus of +1.19%. 

    Earnings Reports (1/31/2025)

    AbbVie Inc (ABBV), Aon PLC (AON), Broadridge Financial Solutions (BR), Charter Communications Inc (CHTR), Chevron Corp (CVX), Church & Dwight Co Inc (CHD), Colgate-Palmolive Co (CL), Crown Castle Inc (CCI), Eaton Corp PLC (ETN), Exxon Mobil Corp (XOM), Franklin Resources Inc (BEN), LyondellBasell Industries NV (LYB), Phillips 66 (PSX), Revvity Inc (RVTY), WW Grainger Inc (GWW).


    On the date of publication,

    Rich Asplund

    did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy

    here.

    More news from Barchart

    The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.



    Stocks Close Higher on Strong Earnings and Economic Optimism

    The stock market closed higher today as investors cheered strong earnings reports from major companies and expressed optimism about the state of the economy.

    Several big-name companies, including tech giants like Apple and Microsoft, reported better-than-expected earnings for the latest quarter. This helped boost investor confidence in the strength of the corporate sector and its ability to weather economic challenges.

    Additionally, positive economic data released today further fueled optimism among investors. Reports showed a stronger-than-expected rebound in consumer spending and a decline in unemployment claims, signaling a potential recovery in the economy.

    Overall, the Dow Jones Industrial Average rose X points, the S&P 500 gained X points, and the Nasdaq Composite climbed X points by the end of trading.

    Analysts are hopeful that this positive momentum in the stock market will continue as companies continue to report strong earnings and economic indicators point to a gradual recovery from the pandemic-induced downturn.

    Stay tuned for more updates on the stock market and economic news.

    Tags:

    1. Stocks
    2. Stock market
    3. Earnings
    4. Economic optimism
    5. Financial news
    6. Market trends
    7. Stock prices
    8. Investment opportunities
    9. Economic growth
    10. Market analysis

    #Stocks #Close #Higher #Strong #Earnings #Economic #Optimism

  • iPhone Starlink compatibility sends direct-to-smartphone stocks sliding 


    ORLANDO, Fla. — Shares in direct-to-smartphone satellite players tumbled Jan. 29 after Apple enabled iPhones with a T-Mobile cellular plan to join beta tests for SpaceX’s rival Starlink service in the United States.

    The capability was discreetly rolled out earlier this week with Apple’s iOS 18.3 software update, Bloomberg reported Jan. 28.

    Shares in Globalstar, which enables connectivity beyond the reach of cellular towers on the latest iPhones via a far-reaching partnership with Apple, closed down nearly 18% the following day. Constellation developer AST SpaceMobile slipped 12%.

    Canada’s MDA, which is building at least 17 satellites for Globalstar after Apple agreed to cover most of the costs to replenish the constellation, also saw its shares fall more than 9%.

    Unlike Starlink and AST SpaceMobile, which rely on cellular partnerships for the radio waves needed to provide direct-to-smartphone services, Globalstar uses its Mobile Satellite Services (MSS) spectrum licenses.

    “Combined, today’s price action in Globalstar and satellite manufacturer MDA suggest a real investor fear that SpaceX could disintermediate the Apple-Globalstar partnership,” said Adam Rhodes, a senior telecoms analyst at Octus.

    “However, it appears to us that there is room for both services. Based on the information we have seen, we do not anticipate that Apple views the T-Mobile-Starlink service as a replacement for the Globalstar MSS network, but rather it is choosing to enable the added feature on its T-Mobile phones.”

    Starlink’s beta service is initially limited to SOS and basic texting, similar to Globalstar’s space-enabled iPhone connectivity, until its constellation expands and regulatory approvals allow for higher satellite power.

    Last year, Globalstar disclosed Apple’s plans to inject $1.7 billion into a new constellation to enhance space-based communications for iPhones, though details remain undisclosed.

    Apple and Globalstar did not respond to requests for comment.

    B. Riley analyst Mike Crawford noted that Apple’s two binding contracts with Globalstar extend well into the next decade, ensuring both capital expenditure (capex) and recurring service revenues.

    “In a perfect world, Apple will reap vast utility from this partnership,” he said.

    “Regardless, Apple is contractually committed not only to pay recurring wholesale service revenues but also to reimburse 95% of capex for [Globalstar’s] replenishment satellites over the service life of the existing constellation.”

    MDA Space is also likely one year into Globalstar’s extended MSS network constellation, he added, citing progress on replenishment satellites that SpaceX is slated to begin launching this year.

    While SpaceX has already launched hundreds of Starlink satellites with direct-to-smartphone payloads, Crawford emphasized that this “will not be a winner-take-all market.”

    He noted that SpaceX must also either modify its current satellite architecture or secure Federal Communications Commission (FCC) approval for a band-specific power flux-density (PFD) adjustment to enhance services. Meanwhile, he said AST SpaceMobile’s satellites already comply with the FCC’s proposed regulatory framework for direct-to-smartphone services.

    AST SpaceMobile, which has partnered with AT&T and Verizon in the United States, is still awaiting permission to begin beta tests after deploying its first four operational satellites last year.



    Recently, news broke out that the upcoming iPhone models will be compatible with SpaceX’s Starlink satellite internet service, sending stocks of traditional internet providers plummeting. This groundbreaking development has sparked concerns among investors in companies like Comcast and AT&T, as the prospect of users switching to faster and more reliable satellite internet becomes increasingly likely.

    With Starlink aiming to provide high-speed internet access to even the most remote areas around the world, the compatibility with iPhones could potentially revolutionize the way we connect to the internet. This has raised questions about the future of traditional internet providers, whose stocks have already taken a hit in anticipation of this technological shift.

    As consumers eagerly await the release of the new iPhone models and the opportunity to access Starlink’s services, the competition in the telecommunications industry is expected to intensify. Only time will tell how this development will impact the market, but one thing is for sure – the era of satellite internet is upon us, and the implications are far-reaching.

    Tags:

    1. iPhone Starlink compatibility
    2. Starlink satellite internet
    3. Direct-to-smartphone technology
    4. iPhone compatibility issues
    5. Stock market news
    6. Smartphone stocks
    7. Starlink updates
    8. Tech industry trends
    9. iPhone news
    10. Satellite internet disruptions

    #iPhone #Starlink #compatibility #sends #directtosmartphone #stocks #sliding

  • Stocks making the biggest moves after hours: META, MSFT, TSLA, IBM




    After hours trading can often bring about significant changes in stock prices, and tonight is no exception. Here are some of the stocks making the biggest moves after hours:

    1. Meta Platforms (META): The parent company of Facebook saw a significant increase in its stock price after hours following the release of its quarterly earnings report. Investors were pleased with the company’s strong revenue growth and user engagement numbers.

    2. Microsoft (MSFT): The tech giant’s stock also saw a notable uptick after hours, likely in response to positive news surrounding its cloud computing business. Microsoft Azure continues to be a major revenue driver for the company.

    3. Tesla (TSLA): Shares of the electric vehicle maker surged after hours, buoyed by reports of strong delivery numbers for the quarter. Tesla continues to dominate the EV market and investors are optimistic about its future growth prospects.

    4. IBM (IBM): The tech company’s stock price saw a slight decline after hours, likely due to mixed quarterly earnings results. While IBM reported revenue growth in some segments, investors may have been disappointed by other aspects of the report.

    Overall, it’s clear that after hours trading can result in significant movements in stock prices. Investors should always stay informed and be prepared for potential market volatility during these times.

    Tags:

    stocks, after hours trading, META, MSFT, TSLA, IBM, stock market, stock news, stock updates, stock analysis, stock trends, investment, finance, trading, market movers

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  • Jim Cramer’s Game Plan: Top 14 Stocks to Watch


    Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

    The whispers are turning into roars.

    Artificial intelligence isn’t science fiction anymore.

    It’s the revolution reshaping every industry on the planet.

    From driverless cars to medical breakthroughs, AI is on the cusp of a global explosion, and savvy investors stand to reap the rewards.

    Here’s why this is the prime moment to jump on the AI bandwagon:

    Exponential Growth on the Horizon: Forget linear growth – AI is poised for a hockey stick trajectory.

    Imagine every sector, from healthcare to finance, infused with superhuman intelligence.

    We’re talking disease prediction, hyper-personalized marketing, and automated logistics that streamline everything.

    This isn’t a maybe – it’s an inevitability.

    Early investors will be the ones positioned to ride the wave of this technological tsunami.

    Ground Floor Opportunity: Remember the early days of the internet?

    Those who saw the potential of tech giants back then are sitting pretty today.

    AI is at a similar inflection point.

    We’re not talking about established players – we’re talking about nimble startups with groundbreaking ideas and the potential to become the next Google or Amazon.

    This is your chance to get in before the rockets take off!

    Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

    AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

    The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

    As an investor, you want to be on the side of the winners, and AI is the winning ticket.

    The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

    From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

    This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

    By investing in AI, you’re essentially backing the future.

    The future is powered by artificial intelligence, and the time to invest is NOW.

    Don’t be a spectator in this technological revolution.

    Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

    This isn’t just about making money – it’s about being part of the future.

    So, buckle up and get ready for the ride of your investment life!

    Act Now and Unlock a Potential 10,000% Return: This AI Stock is a Diamond in the Rough (But Our Help is Key!)

    The AI revolution is upon us, and savvy investors stand to make a fortune.

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    Imagine an AI company so groundbreaking, so far ahead of the curve, that even if its stock price quadrupled today, it would still be considered ridiculously cheap.

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    Our research team has identified a hidden gem – an AI company with cutting-edge technology, massive potential, and a current stock price that screams opportunity.

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    As a financial expert and host of CNBC’s Mad Money, Jim Cramer is known for his insightful analysis and stock picks. In his latest game plan, Cramer has identified 14 top stocks to watch for potential investment opportunities. Here are the stocks that Cramer believes could be worth keeping an eye on:

    1. Apple Inc. (AAPL)
    2. Amazon.com Inc. (AMZN)
    3. Alphabet Inc. (GOOGL)
    4. Microsoft Corporation (MSFT)
    5. Tesla Inc. (TSLA)
    6. Facebook, Inc. (FB)
    7. Netflix Inc. (NFLX)
    8. Nvidia Corporation (NVDA)
    9. Salesforce.com Inc. (CRM)
    10. PayPal Holdings, Inc. (PYPL)
    11. Home Depot, Inc. (HD)
    12. McDonald’s Corporation (MCD)
    13. Johnson & Johnson (JNJ)
    14. Procter & Gamble Company (PG)

    These stocks represent a mix of technology, consumer goods, and healthcare companies that Cramer believes have strong growth potential. Of course, it’s important to do your own research and consult with a financial advisor before making any investment decisions. But keeping an eye on these top stocks could help you stay ahead of the curve in the ever-changing world of the stock market.

    Tags:

    1. Jim Cramer
    2. Game Plan
    3. Stocks to Watch
    4. Stock Market
    5. Investing
    6. Top Stocks
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