Group 1 - The article discusses the potential for investors to position themselves in undervalued stocks that are mispriced by the market as of the end of February [1] - Stone Fox Capital, based in Oklahoma, is led by Mark Holder, a CPA with 30 years of investing experience, including 15 years as a portfolio manager [2] - The investing group "Out Fox The Street" provides stock picks, deep research, model portfolios, daily updates, real-time alerts, and community chat for investors [2] Group 2 - The article emphasizes the importance of conducting personal research or consulting a financial advisor before making investment decisions [4] - It highlights that past performance is not indicative of future results and that no specific investment recommendations are provided [5]

Industry Overview - Artificial intelligence (AI) infrastructure spending is expected to increase significantly, with the five largest hyperscalers and cloud computing companies in the U.S. projected to spend between $660 billion and $690 billion in 2026, up from $380 billion last year [1][2] - The demand for AI infrastructure is driven by both established companies and new entrants in the AI space, indicating a robust growth trajectory for the sector [2] Company Analysis: Micron Technology - Micron Technology's dynamic random-access memory (DRAM) chips, particularly high-bandwidth memory (HBM), are essential for AI data centers, enabling faster data processing for AI models [5][8] - The company has noted that AI servers require six times the amount of DRAM compared to standard servers, leading to a significant increase in demand and a shortage of memory chips [7][9] - Analysts predict a substantial increase in Micron's earnings, with expectations of more than a fivefold increase in earnings per share over two fiscal years, making it an attractive investment opportunity [11] - Micron's current trading multiples are favorable compared to the tech-focused Nasdaq-100 index, suggesting potential for price appreciation [12] Company Analysis: Jabil - Jabil is positioning itself as a key player in AI infrastructure, providing manufacturing and engineering services for AI server racks and related technologies [13][15] - The company plans to invest $500 million to expand its AI data center infrastructure manufacturing capacity, reflecting its commitment to capturing the growing demand in this sector [15] - Jabil is forecasting a 35% increase in AI revenue for fiscal 2026, indicating strong growth potential, and has raised its operating margin guidance due to improved contributions from its AI business [16] - The stock is currently trading at a discount compared to the Nasdaq-100's earnings multiple, suggesting it may still have significant upside potential [18][19]

Group 1 - Hilton Grand Vacations (HGV) shares have performed well over the past year, with a gain of approximately 16% [1] - The timeshare or vacation ownership interest (VOI) operators have shown varied performance, indicating a mixed market environment [1] - There are encouraging trends in credit quality following a period of elevated concerns, suggesting potential stability in the sector [1]

Core Viewpoint - Acciona Energia is implementing significant financial measures, including cutting dividends and reducing investments, to protect its credit ratings while aiming to generate approximately 2 billion euros from asset sales [1]. Financial Measures - The company plans to reduce its dividend by 93% for 2025 to 0.03 euros per share [1]. - It aims to generate around 2 billion euros from asset sales within the year [1]. - Investments are projected to decrease to approximately 900 million euros this year, down from 1.4 billion euros in the previous two years and 2.2 billion euros in 2023 [1]. - Net debt is expected to decline below 3 billion euros from the current 4.16 billion euros [1]. Strategic Focus - Strengthening the balance sheet and maintaining investment-grade ratings have become strategic priorities for Acciona Energia [1]. - The company has shifted its focus from significant investments to reducing capital spending and divesting renewable assets [1]. - Long-term improvements in returns from renewable energy are anticipated through the renegotiation of power purchase agreements [1].

Core Insights - Amazon has appointed Peter DeSantis as its new artificial intelligence czar, highlighting the company's commitment to advancing its AI initiatives [1] Group 1 - Peter DeSantis is described as a larger-than-life figure within Amazon, indicating his significant influence and presence in the company [1]

Core Viewpoint - Golden Entertainment, Inc. reported a decline in revenues and a net loss for the fourth quarter of 2025 compared to the same period in 2024 [1] Financial Performance - The company reported fourth quarter 2025 revenues of $155.6 million, a decrease from $164.2 million in the fourth quarter of 2024 [1] - The net loss for the fourth quarter of 2025 was $8.5 million, equating to $(0.33) per share, contrasting with a net income of $3.0 million, or $0.10 per share, in the fourth quarter of 2024 [1]

Proximus to cut 1,200 jobs by 2030 -CEO | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]The logo of Proximus is seen at the headquarters of the Belgian telecoms operator in Brussels, Belgium January 9, 2019. REUTERS/Francois Lenoir [Purchase Licensing Rights, opens new tab]Feb 27 (Reuters) - Belgian telecom provider Proximus [(PROX.BR), opens new tab] will cut 1,200 jobs by 2030 due to AI efficiency measures, equivalent to 15% of i ...

Core Viewpoint - ACM Research's Q4 2025 financial results showed a significant decline, leading to a 17% drop in stock price, which alters the risk/reward dynamics for the company in the semiconductor equipment sector [1]. Financial Performance - The stock price was previously at $39.79 before the earnings report, indicating a notable shift in market perception following the disappointing results [1]. Market Analysis - The company is characterized as a fast-growing supplier in the chip equipment industry, suggesting potential for future growth despite current challenges [1].

Article contentFive and a half years later, Cuozzo, 80, is still waiting for more than $6 million that was awarded by a jury that determined Berkshire Hathaway Inc. utility PacifiCorp’s equipment caused the fire. Cuozzo’s award is a tiny part of billions of dollars in damage claims that followed Oregon’s so-called Labor Day fires, which burned thousands of properties and rank among the state’s biggest and most destructive.“You know who owns PacifiCorp: Warren Buffett, Berkshire Hathaway,” Cuozzo said in an ...

Market Overview - U.S. stock futures declined on Friday following a mixed close on Thursday, with major benchmark indices showing negative futures [1] - The 10-year Treasury bond yielded 4.00%, while the two-year bond was at 3.42%, indicating market expectations for interest rates [2] - The Dow Jones, S&P 500, Nasdaq 100, and Russell 2000 experienced losses of -0.32%, -0.13%, -0.02%, and -0.59% respectively [2] Stocks in Focus - Block Inc. surged 22.28% after reporting in-line earnings for Q4 and announcing a workforce reduction of over 40%, maintaining a strong price trend [4] - Zscaler Inc. fell 8.62% after cutting its FY26 sales guidance despite better-than-expected Q2 results, reflecting a weak price trend [4] - Dell Technologies jumped 12.64% after exceeding Q4 financial expectations and providing FY27 guidance above estimates, showing a strong price trend [4] - Rocket Lab Corp. declined 4.45% with losses remaining similar year-on-year, maintaining a weak price trend in the short term [3][5] Analyst Insights - Doug Beath from Wells Fargo Investment Institute maintains a positive outlook on the U.S. economy and stock market, noting a significant rotation and broadening out of equity markets [7] - Beath anticipates increased volatility in 2026 due to midterm elections and changes in Federal Reserve leadership, viewing current fluctuations as a precursor to broader equity gains [7][8] - Investors are advised to remain agile and take advantage of market fluctuations to invest in U.S. Large Cap Equities and the Financials sector, supported by accelerating fourth-quarter earnings estimates for the S&P 500 [8]