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Ulta Beauty's Wellness Pilot Signals Deeper Ties Between Beauty & Self-Care
Forbes· 2026-01-26 20:45
A view of Ulta's new wellness shop-in-shop retail concept.Array MarketingUlta, which developed its wellness concept back in 2021 with a curated assortment of wellness products, is evolving into a dedicated in-store experience with the launch of “Wellness by Ulta.” The concept will take the form of a dedicated shop-in-shop section and is being rolled out in four locations this week: Columbus, Ohio; Short Pump, Virginia; and Peabody, Massachusetts. As Laura Beres, VP of Wellness at Ulta Beauty, said in a stat ...
Silver Is Moving Faster Than Gold. That Almost Never Happens.
Forbes· 2026-01-26 18:30
Silver prices have surged 250% over the last year. (AP Photo/Paul Sakuma)Copyright 2012 AP. All rights reserved.By one measure, silver has caught up to gold. And then some.The gold-to-silver ratio (the price of an ounce of gold divided by the price of an ounce of silver) has dropped below 50 for the first time since March 2012. In simple terms, that means silver is trading at its highest level relative to gold in nearly 14 years amidst a rally that has seen gold rise by more than 80% over the last year to $ ...
Treasury Cancels Booz Allen Cancels—Blames Whistleblower Who Leaked Trump's Tax Returns
Forbes· 2026-01-26 17:10
ToplineThe Treasury Department is cancelling all contracts with consulting firm Booz Allen Hamilton directly citing the case of Charles Littlejohn—a former Booz Allen contractor who was sentenced to five years in federal prison for leaking President Donald Trump’s tax returns in 2024.Booz Allen’s stock slumped over 11% on Monday after the contracts were cancelled.Getty ImagesKey FactsSecretary Scott Bessent said the Treasury Department will cancel 31 total contracts with Booz Allen, which are worth $4.8 mil ...
Nvidia Stock At $4.5T: What's Driving This Rally?
Forbes· 2026-01-26 17:05
NVIDIA (NVDA)’s share price soared by 73%, in the past nine months, driven by a potent combination of AI-generated demand in data centers and impressive Q3 earnings. SANTA CLARA, CALIFORNIA - MAY 30: An exterior view of the NVIDIA headquarters on May 30, 2023 in Santa Clara, California. Chipmaker NVIDIA reached a $1 trillion market cap at the open bell of the NYSE on Tuesday morning. The company is forecasting second quarter sales of $11 billion, 50 percent higher than analyst estimates of $7.15 billion. (P ...
What's The Downside Risk For Intel Stock?
Forbes· 2026-01-26 16:50
Intel (INTC) stock has dropped 17.0% in a single day. The latest decline highlights worries about Intel's weak Q1 forecast, persistent supply shortages, and fierce competition in AI; however, rapid declines like this frequently pose a more challenging question: is the vulnerability merely temporary, or does it indicate more significant issues within the company?SANTA CLARA, CA - JULY 15: An Intel sign is displayed in front of the Intel company headquarters July 15, 2008 in Santa Clara, California. Intel has ...
How Low Can Navitas Stock Go?
Forbes· 2026-01-26 16:00
Navitas Semiconductor (NVTS) shares have decreased by 9.9% in a single day. This recent decline highlights worries about substantial revenue reductions from deprioritized low-power products, along with broader geopolitical market tensions. However, sharp declines like this often lead to a more pressing question: is this weakness a temporary issue or indicative of more significant underlying problems?CHONGQING, CHINA - JULY 30: In this photo illustration, a person holds a smartphone displaying the logo of Na ...
XOM Stock To $95?
Forbes· 2026-01-26 15:20
Core Viewpoint - ExxonMobil's stock has increased over 10% since the beginning of 2026, driven by speculation about potential access to Venezuela's oil reserves and strong production in Guyana and the Permian Basin, despite underlying concerns about its financial health and operating performance [2][3][4]. Group 1: Stock Performance - ExxonMobil's stock has risen more than 10% since early January 2026, largely due to geopolitical speculation regarding Venezuela's oil market [2]. - The stock reached a high of $134.97 on January 23, 2026, following a significant recovery from previous downturns [12]. Group 2: Financial Performance - ExxonMobil's revenue has declined at an average rate of -5.6% over the past three years, with a recent decrease from $340 billion to $325 billion in the last 12 months, and a quarterly revenue drop of -5.1% to $83 billion [6]. - The company's operating income over the last 12 months was $36 billion, with an operating margin of 11.0% and a cash flow margin of 15.9%, generating nearly $52 billion in operating cash flow [7]. Group 3: Valuation and Profitability - The stock's valuation appears moderate, but it does not reflect the underlying concerns regarding ExxonMobil's operating performance and financial health [4][5]. - The company has a Debt-to-Equity Ratio of 7.2% with total debt standing at $42 billion against a market capitalization of $578 billion [11]. Group 4: Market Sentiment and Analyst Ratings - Analyst ratings have been predominantly "Buy," with raised price targets based on resilient free cash flow, contributing to the bullish market sentiment [3]. - Despite the positive market sentiment, a comprehensive assessment suggests it may be an opportune moment to sell due to the unattractive risk-reward profile [3][4].
Is MSFT Stock A Better Pick Over Fortinet?
Forbes· 2026-01-26 15:15
This photograph taken on January 20, 2026 shows a sign of US technology conglomerate Microsoft displayed during the World Economic Forum (WEF) annual meeting in Davos. (Photo by Fabrice COFFRINI / AFP via Getty Images)AFP via Getty ImagesFortinet experienced a significant jump of 5.2% on Friday. You might feel inclined to purchase more shares, or you might consider reducing your investment. However, there’s an alternative viewpoint you could be overlooking. Could there be a more favorable option? It turns o ...
Intel Cut Chip Capacity At The Worst Possible Time — And Its Stock Paid The Price
Forbes· 2026-01-26 15:10
Core Viewpoint - Intel's stock dropped 17% due to mixed Q4 2025 results and disappointing guidance for Q1 2026, highlighting a significant strategic misstep in manufacturing capacity ahead of rising demand for CPUs [2][4][6] Financial Performance - Q4 2025 revenue was $13.7 billion, exceeding expectations by $300 million, but Q1 2026 guidance projected revenue of $12.2 billion, falling short by $350 million, with earnings per share at $0, below the expected 8 cents [6][7] Strategic Decisions - The disappointing guidance was attributed to a reduction in manufacturing capacity, which left Intel unprepared for a surge in demand for processors, particularly for AI data centers [3][11] - CEO Lip-Bu Tan acknowledged the challenges in meeting customer demand, indicating a hand-to-mouth production approach [12] Manufacturing Challenges - Intel's manufacturing quality yields were estimated between 65% to 75%, below profitability levels, and the company had cut capacity on older production lines, impacting its ability to fulfill orders [8][10] - The company missed a significant opportunity to supply CPUs for AI applications, which became apparent to major clients like OpenAI and Amazon Web Services [11][12] Growth Strategy - Intel's growth strategy focuses on surpassing TSMC through a new manufacturing process called 18A and introducing new AI PC chips, with the Panther Lake consumer processors starting to ship in January 2026 [13] - However, Intel's Foundry unit reported $10.3 billion in operating losses in 2025, and meaningful revenue contributions from external customers may not materialize until late 2028 [14] Analyst Sentiment - Intel stock is considered about 7% undervalued based on an average price target of $48.11 from 29 Wall Street analysts, with significant variations in sentiment [15] - Some analysts express skepticism about Intel's ability to compete with TSMC, citing lower transistor density in Intel's 18A compared to TSMC's N2 chip [16] Partnerships and Contracts - Intel has secured a $15 billion contract with Microsoft for custom chips using 18A, a multi-billion dollar agreement with AWS for custom Xeon 6 chips, and a $3 billion Secure Enclave contract from the U.S. government [18]
What's Driving IONQ Stock Higher?
Forbes· 2026-01-26 15:10
CHONGQING, CHINA - JULY 31: In this photo illustration, a smartphone displays the logo of IonQ Inc. (NYSE: IONQ), a leader in quantum computing technology, in front of a screen showing the company's latest stock market chart on July 31, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)Getty ImagesIonQ stock (IONQ) surged 65% in the last nine months, driven by an impressive Q3 revenue performance and increased investor confidence. The factors behind this rise include transformative acq ...