This retail stock has historically been an incredible investment opportunity.It doesn't operate at the cutting edge of an exciting technological breakthrough. And it isn't impressing investors with rapid growth or disruptive innovation. However, O'Reilly Automotive (ORLY 1.06%) deserves the respect of the investment community. It is a leader in the aftermarket auto parts industry. And shares have performed exceptionally well in the past. In 2025, this retail stock climbed 15.4%, just slightly trailing the S ...

Cameco is well known as a uranium miner, and its stake in one company provides added upside from nuclear power expansion.It has been a banner year for investors in nuclear energy stocks and related exchange-traded funds (ETFs). Over the last year, the Global X Uranium ETF has surged 61%, while uranium miner Cameco (CCJ +7.12%) has jumped 81%.As one of the top miners in North America, Cameco is well-positioned as the U.S. and other countries look to boost domestic production or nearshore it by relying on nea ...

Palantir is off to a slow start in 2026, after appreciating by 138% in 2025.Shares of AI software giant Palantir (PLTR 5.08%) plunged on Friday, falling 5.9% as of 1:41 PM EDT.There wasn't any company-specific news for Palantir today, but a combination of related factors led to the stock's big slump to start the new year.NASDAQ : PLTRPalantir TechnologiesToday's Change( -5.08 %) $ -9.03Current Price$ 168.72Key Data PointsMarket Cap$424BDay's Range$ 166.35 - $ 181.3552wk Range$ 63.40 - $ 207.52Volume46MAvg V ...

Fee-conscious investors and income seekers face distinct trade-offs as these two REIT ETFs diverge in structure and strategy.Schwab U.S. REIT ETF (SCHH +0.26%) stands out for its lower cost and larger asset base, while the State Street SPDR Dow Jones REIT ETF (RWR +0.32%) delivers a higher yield and has outperformed slightly over the past five years.Both SCHH and RWR are designed to provide investors with exposure to U.S. real estate investment trusts (REITs), but they employ different approaches in terms o ...

Core Viewpoint - Analysts have raised price targets for Amazon, indicating a potential for a moderately strong rally in the next 12 months, with a focus on price predictions for 2026 [2][4]. Price Target Updates - Wells Fargo analyst Ken Gawrelski raised the price target from $292 to $295 per share, maintaining an "overweight" rating [5]. - Oppenheimer analysts increased their price target from $290 to $305 per share, also reiterating an "outperform" rating [5]. - The average of these two price targets suggests a target of around $300 per share, which is seen as an attainable milestone within the next year [6][7]. Earnings Growth and Valuation - Earnings growth is identified as a major catalyst for Amazon's stock price appreciation, with forecasts suggesting earnings of $8.92 per share for the next fiscal year [8][9]. - Current share prices reflect a forward P/E ratio of approximately 26, which is considered fair compared to other stocks in the "Magnificent Seven" [9]. - Historical context shows that prior to an AI slowdown, Amazon's valuation was nearly 35 times forward earnings, indicating potential for valuation expansion [10]. Interest Rates and Market Conditions - Lower interest rates are generally favorable for growth stock valuations, and there is speculation that the Federal Reserve may implement further rate cuts [11]. - The ongoing AI boom could lead to a sector-wide rerating of major tech stocks, including Amazon, enhancing its growth prospects [11]. Conclusion - If Amazon meets or exceeds earnings projections and achieves a mid-30s forward P/E ratio, the stock could rise above $300 per share, potentially reaching around $312 [12].

The position comes alongside several other big bets on the broader market.Wealth Advisors of Iowa, an independent financial planning company, disclosed a substantial increase in its stake in the Principal U.S. Mega-Cap ETF (USMC 0.56%) during the third quarter, adding 144,585 shares, according to an SEC filing dated November 14.What HappenedAccording to a filing with the Securities and Exchange Commission (SEC) dated November 14, Wealth Advisors of Iowa increased its stake in the Principal U.S. Mega-Cap ETF ...

Industry Overview - The memory industry is experiencing significant growth, with revenue expected to increase by 78% in 2024 to $170 billion and a further rise to $200 billion in 2025 [1][2] - Demand for high-bandwidth memory (HBM) in AI server chips is creating a supply shortage, leading to increased prices [2] Company Performance: Micron Technology - Micron Technology reported a 57% year-over-year revenue increase to $13.6 billion in the most recent quarter, with non-GAAP earnings rising nearly 2.7 times [3] - The company anticipates accelerated growth in the current quarter due to favorable demand-supply dynamics [3] - Micron has raised its fiscal 2026 capital expenditure budget to $20 billion, a 45% increase from the previous estimate, to support HBM demand [10] Company Performance: Lam Research - Lam Research's stock rose 143% in 2025, and it remains attractively valued at 11.5 times sales and 36 times forward earnings [12] - The company reported a 28% revenue increase to $5.32 billion in the last quarter, with earnings up 44%, attributed to HBM-related investments [14] - Lam Research expects robust spending on memory and semiconductor equipment in 2026, driven by AI-related demand [15] Market Dynamics - The HBM industry is projected to generate $100 billion in revenue by 2028, up from $35 billion in 2025, reflecting an annual growth rate of nearly 42% [7] - Lam Research estimates that for every $100 billion in data center investment, an additional $8 billion in wafer fabrication equipment spending is required [16] - The company anticipates a total addressable market expansion due to the booming demand for AI data centers [15][16] Future Outlook - Lam Research is expected to achieve $21.3 billion in revenue in the current fiscal year, a 15% increase from the prior year, with potential for exceeding expectations [17][19] - The overall semiconductor spending is expected to rise, benefiting companies like Lam Research involved in memory equipment [19]

ASML is a leader in artificial intelligence (AI) equipment and is likely to benefit from the current AI buildout for years to come.There are plenty of flashy artificial intelligence (AI) companies for investors to choose from right now, and some could end up being great long-term investments. However, one angle in the AI boom that often gets overlooked is that there is a lot of complex manufacturing equipment that makes it all possible.One company that dominates this space is ASML Holding (ASML +8.45%), whi ...

Core Viewpoint - Kinney Asset Management has significantly increased its investment in Avantor, making it the fund's largest equity position despite the company's recent financial struggles and stock price decline [1][2][3]. Group 1: Investment Activity - Kinney Asset Management disclosed a purchase of 470,000 shares of Avantor, increasing its position by approximately $4.52 million [1][2]. - The total position in Avantor now stands at about 1.85 million shares, valued at $23.03 million, representing 34.3% of the fund's reportable assets under management (AUM) [2][3]. Group 2: Company Financials - Avantor's stock price is currently $11.52, down 46% over the past year, underperforming the S&P 500, which has increased by about 16.5% during the same period [3]. - The company reported a revenue decline of 5% to $1.62 billion in the third quarter, primarily due to reduced demand in the biopharma sector [6]. - Avantor experienced a significant non-cash goodwill impairment of $785 million related to its distribution business, but still generated $268 million in adjusted EBITDA and $172 million in free cash flow [8]. Group 3: Company Overview - Avantor, Inc. is a global provider of essential products and services for the life sciences and advanced technology sectors, focusing on laboratory consumables and bioprocessing solutions [5]. - The company serves a diverse range of customers, including biopharma, healthcare, education, government, and advanced technology sectors across multiple regions [7]. Group 4: Management Outlook - Management has expressed optimism through restructuring efforts and a $500 million share repurchase program, indicating confidence in the company's future despite current challenges [9]. - The investment strategy of Kinney Asset Management suggests a focus on long-term recovery and normalized earnings potential for Avantor, rather than short-term fluctuations [10].

NANO Nuclear's news today is good, not great -- and not a solution to its cash problems.NANO Nuclear Energy (NNE +12.49%) stock, a start-up manufacturer of small modular (nuclear) power reactors, surged 12% through 1 p.m. ET Friday, the first trading day after the company announced -- on New Year's Eve -- that it has signed a Memorandum of Understanding (MOU) with the University of Illinois Urbana-Champaign "to collaborate on the development, construction, and operation of its KRONOS MMR" small modular reac ...