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American Airlines Recovers Slowly From Fern As Crews Can't Reach Planes
Forbes· 2026-01-27 17:45
Ground crews de-ice an American Airlines jet at Dallas Fort Worth International Airport on January 24. (Photo by Ron Jenkins)Getty ImagesUnlucky American was still working hard on Tuesday to recover from Winter Storm Fern. The carrier was hit harder than competitors by the government shutdown, and now it is being hit harder from the January storm, especially in Dallas, its largest hub.A big problem was getting crews to airplanes.Dallas is “a skating rink,” CEO Robert Isom told Phil LeBeau on CNBC Tuesday mo ...
3 Telltale Signs An 8%+ Dividend Is Built To Last
Forbes· 2026-01-27 17:25
Core Viewpoint - Closed-end funds (CEFs) are attractive investment options primarily due to their high income potential, with an average yield of 8.6% [3] Group 1: Investment Appeal of CEFs - Many CEFs maintain high yields of 8% or more without cutting payouts for years, and some have even increased their dividends [3] - The average stock market return is around 10.6% per year, allowing CEFs that invest in stocks to theoretically sustain their payouts by distributing profits as dividends [4] - The concept of funds generating profits and translating them into income for shareholders is a long-standing strategy among wealthy investors [5] Group 2: Evaluating CEFs - The Liberty All-Star Equity Fund (USA) is highlighted as a potential investment, offering an 11.4% yield and a 14% annualized return over the last decade [6] - Portfolio quality is crucial; USA holds large-cap US firms, including NVIDIA, Microsoft, Capital One Financial, and Visa, making it appealing for bullish investors [7] - The fund's discount to net asset value (NAV) is currently at 8.3%, near its widest level in five years, indicating a potential bargain for investors [8][9] Group 3: Dividend Analysis - USA has a strong track record of dividend payments, having raised its payout since the 2008 crisis, although the payout can fluctuate as it aims to return roughly 10% of its NAV annually [11][12] - The management's strategy allows for flexibility in stock purchases, enhancing the fund's ability to maintain dividend payouts [12] Group 4: Broader Market Context - There are nearly 400 CEFs available, covering various asset classes, and many are currently discounted despite a rising broader market, presenting opportunities for high-yield investments at lower prices [14]
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
Core Viewpoint - Palantir Technologies (PLTR) stock is currently trading within a support range of $159.10 to $175.84, a level from which it has historically bounced back significantly, attracting buying interest on three occasions over the past decade with an average peak return of 18.4% [1][3] Financial Performance - In Q3 2025, Palantir reported a revenue growth of 63%, with a 121% expansion in U.S. commercial operations and a Rule of 40 score of 114, indicating strong operational performance driven by AI platform adoption and significant contract wins [4] - The company has a P/E ratio of 363.4, which is high, but recent market-induced price declines have brought it closer to analyst average targets of $184 to $193, suggesting a potential technical bounce from current levels [4][10] - Palantir's last twelve months (LTM) revenue growth stands at 47.2%, with a free cash flow margin of nearly 46.0% and an operating margin of 21.8% [10] Market Conditions and Risks - While Palantir has shown resilience, it is not immune to significant downturns, having experienced a 22.5% drop during the Covid decline and an 85% fall during the inflation shock, highlighting that strong fundamentals do not always protect against market turbulence [6] - The stock can also decline during favorable market conditions due to events such as earnings reports or business updates, indicating that volatility can occur even in positive environments [7]
What's Happening With Zoom Stock?
Forbes· 2026-01-27 16:20
Core Insights - Zoom Communications stock reached a new 52-week peak of $96, driven by the valuation of its $51 million investment in AI firm Anthropic, estimated between $2-4 billion, indicating a potential return of 40-80x [2][3] Financial Performance - Revenue growth for Zoom has stagnated at 3.4% per year over the past three years, underperforming the S&P 500's growth of 5.6% [3] - Operating margins stand at 22.9% and net margins at 33.2%, significantly outperforming the overall market [6] - The company generates $2.1 billion in operating cash flow from $4.8 billion in revenues, showcasing strong cash generation capabilities [6] Financial Health - Zoom has only $48 million in debt against a market capitalization of $29 billion, indicating a strong balance sheet [7] - Cash reserves amount to $7.9 billion, making up 70% of total assets, reflecting financial stability [7] Growth Concerns - The primary concerns for Zoom include stagnating growth and vulnerability during market volatility, with significant stock declines during past crises [7] - The current P/E ratio of 18.1 suggests that Zoom is modestly undervalued compared to the S&P 500's 24.5, but lower multiples indicate lower growth expectations [8] Investment Outlook - The investment in Anthropic adds speculative potential but does not address the fundamental need for Zoom to revive its growth [9] - The company is considered fairly valued, making it neither particularly appealing nor unattractive for investors [9] - For those optimistic about the Anthropic investment, there may be a rationale for buying, while those seeking steady growth may want to consider other options [10]
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 ...