Workflow
Forbes
icon
Search documents
Should You Buy The Trade Desk Stock At $34?
Forbes· 2026-01-27 16:55
In this photo illustration, the logo of The Trade Desk, Inc. is displayed on a smartphone screen, with the company's branding visible in the background. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesTTD stock shares fell sharply by 7.5% in the last trading session, bringing the stock down to $33.81 and putting it firmly back in focus for investors. The pullback appears driven more by short-term sentiment and broader volatility in high-multiple growth stocks than by any fundamental deterioration ...
Is This The Bottom For Palantir Stock?
Forbes· 2026-01-27 16:36
Palantir Technologies (PLTR) stock should be on your radar. Here's why – it is currently trading within the support range ($159.10 – $175.84), a level from which it has previously bounced back significantly. This photograph hsow the logo of the US big data analytics software company Palantir Technologies during the World Economic Forum (WEF) annual meeting in Davos, on January 23, 2025. (Photo by Fabrice COFFRINI / AFP) (Photo by FABRICE COFFRINI/AFP via Getty Images)AFP via Getty ImagesOver the past decade ...
What's Happening With Zoom Stock?
Forbes· 2026-01-27 16:20
CANADA - 2025/08/22: In this photo illustration, the Zoom Communications logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesZoom Communications stock (NASDAQ: ZM) reached a new 52-week peak of $96 on January 26, 2026, with momentum persisting in after-hours trading. What’s driving this? Analysts now estimate Zoom's $51 million investment in AI firm Anthropic is valued between $2-4 billion—a pote ...
What's Behind The 2x Rise In AMD Stock?
Forbes· 2026-01-27 15:50
Core Insights - Advanced Micro Devices (AMD) stock has surged over 100% in the past year, driven by strong earnings and increasing demand for AI chips [1][5] - Revenue increased by 36% in the most recent quarter, with widening margins and deeper collaboration with Meta, indicating a strong AI-focused future [3][5] Financial Performance - The stock price increased by 105%, supported by a 32% rise in revenue and a 37% increase in net margin [5] - The price-to-earnings (P/E) multiple rose by 13%, contributing to the stock's overall performance [5] Market Dynamics - AMD reported record revenue of $9.2 billion and earnings per share (EPS) of $1.20, exceeding expectations [10] - Data center revenue grew by 57% in Q1 2025, driven by demand for AI accelerators [10] - AMD anticipates its data center AI total addressable market to exceed $1 trillion by 2030 [10] Strategic Partnerships - Meta Platforms has become a significant customer for AMD's AI accelerators, acquiring MI455X AI boards for inference [10] - The expected launch of MI450 AI GPUs in H2 2025 is anticipated to provide rack-scale solutions [10]
Consumer Confidence ‘Collapsed' To Lowest Level Since 2014 In January
Forbes· 2026-01-27 15:35
Core Insights - The consumer confidence index decreased to 84.5 in January from a revised-up December reading of 94.2, marking the lowest level since May 2014 when it was at 82.2 [1] Economic Indicators - The index is based on a 100-point baseline established in 1986, indicating a significant decline in consumer sentiment [1]
Can Intel Stock Fall To $30?
Forbes· 2026-01-27 15:35
Group 1 - Intel's stock has declined by 21.8% in less than a month, from $54.32 on January 22, 2026, to $42.49, due to a weaker than expected outlook for Q1 FY'26 and concerns about its foundry operations [1] - The ongoing correction suggests potential for further downside, with a price target of $30 being plausible, as the stock has reached this level in the past five years [3] - Historical data indicates that the median return for the 12-month period following sharp dips (defined as a decline of 30% or more within 30 days) is -0.2%, despite a median peak return of 37% [4][10] Group 2 - Intel has experienced three instances since January 1, 2010, where the dip threshold of -30% within 30 days was activated [6] - To assess the risk of a dip indicating a worsening business situation, metrics such as revenue growth, profitability, cash flow, and balance sheet strength must be evaluated [7] - A multi-asset portfolio approach is suggested to mitigate risks and take advantage of potential upside, as individual selections can be volatile [8]
Hard Facts About Greenland's Resources Of Oil And Rare Earths
Forbes· 2026-01-27 15:15
Danish soldiers walk across the frozen tarmac after arriving at Nuuk airport, Greenland, on January 19, 2026.Ritzau Scanpix/AFP via Getty ImagesOil And Gas: Q1. Is there oil and gas in Greenland? Yes. The best potential for oil and gas is offshore of eastern Greenland. However, in the Southwest basin, 25 wells have been drilled, all dry holes. Several oil majors have held exploration leases, but have since exited Greenland. These include Shell, Eni, Equinor and ExxonMobil. Q2. How much oil and gas could the ...
How UNH Stock Returned $78 Billion To Shareholders
Forbes· 2026-01-27 14:55
POLAND - 2025/09/07: In this photo illustration, the UnitedHealth Group company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesOver the past decade, UnitedHealth Group (NYSE: UNH) has leveraged its dominant position in the managed care and health services sectors to return $78 billion to shareholders, split between $26 billion in dividends and $52 billion in share repurchases. This robust capit ...
American Airlines CEO Calls DFW “A Skating Rink” Today But Sees Strong Bookings
Forbes· 2026-01-27 13:35
Core Viewpoint - American Airlines reported a slim profit in the fourth quarter despite significant costs from the government shutdown, indicating challenges but also a positive outlook for future performance [4][5][6]. Financial Performance - In the fourth quarter, American Airlines generated revenue of $40 billion, reflecting a 2.5% increase year-over-year, while net income fell to $99 million from $590 million [5]. - Excluding special items, the net income for the fourth quarter was $106 million, equating to 16 cents per share, which was below analysts' expectations of 34 cents [5][7]. Impact of Government Shutdown - The government shutdown incurred a cost of $325 million, leading to a 2.5% decline in domestic passenger unit revenue; however, the airline noted that domestic unit revenue would have been positive without this impact [6]. - The CEO highlighted that the shutdown affected American Airlines more severely than its competitors due to its domestic focus [4]. Future Outlook - The company expressed optimism for the upcoming months, with early revenue trends showing strong bookings in January and expectations for solidly positive first-quarter unit revenue [6][7]. - American Airlines anticipates total revenue growth of 7.0%-10.0% for the first quarter, despite forecasting an adjusted loss per share between 10 cents and 50 cents [7]. Market Demand - The airline noted a recovery in bookings, particularly in premium cabins and corporate channels, with systemwide revenue intakes for the first three weeks of 2026 up by double digits year-over-year [6][7]. - The CEO emphasized the company's strong positioning for significant upside in 2026 and beyond, citing investments in customer experience, network, fleet, partnerships, and loyalty programs [7].
Pfizer vs. Merck Stock And JNJ
Forbes· 2026-01-27 12:40
Core Insights - Pfizer's stock has underperformed compared to Merck and Johnson & Johnson due to declining demand for COVID-19 products, an impending patent cliff, and a weak financial outlook for 2026 [2][3] - In contrast, Merck and Johnson & Johnson have demonstrated steady growth supported by strong existing portfolios and promising pipelines [3] Financial Performance - Pfizer's operating margin stands at 24.6%, which, while substantial, is lower than Eli Lilly's 43.0%, indicating differences in product mix profitability or cost structures [7] - Pfizer's revenue growth is at 3.9%, which lags behind Johnson & Johnson, AbbVie, and Eli Lilly, suggesting challenges in its pipeline or the impact of patent expirations, although it surpasses Merck and Bristol-Myers Squibb [7] - The stock price of Pfizer has increased by 6.4%, with a price-to-earnings (P/E) ratio of 15.0, which is lower than those of Johnson & Johnson, Merck, AbbVie, and Eli Lilly, reflecting investor skepticism regarding future growth or pipeline strength [7] Competitive Landscape - An in-depth examination reveals that Pfizer exhibits moderate profitability and growth, along with a competitive valuation, but faces limitations due to the rapid advancement of biotech and specialty pharma companies [3]