Industry Overview - The nuclear energy sector is experiencing significant capital deployment as nations shift towards carbon-free baseload power to meet rising electricity demand and enhance energy security [1] - The nuclear reactor construction market is projected to grow by $13.25 billion between 2026 and 2030, with a compound annual growth rate (CAGR) of 5.3% [2] Investment Opportunities - The Range Nuclear Renaissance Index ETF (NUKZ) serves as a primary vehicle for investors seeking exposure to the nuclear sector, focusing on infrastructure and service providers [3] - Key holdings in NUKZ, including Jacobs Engineering Group, Fluor Corporation, and Amentum Holdings, are well-positioned to benefit from the current spending cycle [3] Market Segments - The global nuclear decommissioning market is expected to reach $8.04 billion by 2026, growing at a CAGR of 6.49% through 2032, indicating diversified revenue streams for industry leaders [4] - Fluor and Jacobs have established long-term positions in high-margin decommissioning and waste management segments, while Amentum has a substantial backlog of $47 billion as of late 2025 [10] Performance Metrics - NUKZ has surged 42% over the past year as of February 4, and has continued to perform well in 2026, up 7.3% year to date compared to a 0.6% increase in the S&P 500 [5] - The investment case for nuclear energy is supported by long-cycle utility and sovereign commitments, with national energy security mandates acting as a catalyst for NUKZ [6] Geographic Insights - The U.K. market presents a significant opportunity, with government commitments to new gigawatt-scale projects like Sizewell C, estimated at $51 billion, benefiting companies like Jacobs and Amentum through recent contract awards [10]

Core Viewpoint - Hims & Hers is attempting to sell a $49 compounded version of Novo Nordisk's Wegovy pill, which is causing turbulence in the obesity drug market and raising questions about the legality of this strategy, potentially impacting the returns of established drugmakers in the sector [1] Group 1 - Hims & Hers' new product is significantly cheaper than the original Wegovy, which may attract consumers looking for more affordable obesity treatment options [1] - The move has sparked a debate regarding the legality of selling compounded medications, which could lead to regulatory scrutiny and affect market dynamics [1] - The introduction of this compounded version threatens the profitability of major pharmaceutical companies that produce obesity drugs, as it may lead to a decrease in their market share [1]

Fred Piard, PhD. is a quantitative analyst and IT professional with over 30 years of experience working in technology. He is the author of three books and has been investing in data-driven systematic strategies since 2010. Fred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed- ...

OneMain Holdings, Inc. (NYSE:OMF) reported mixed results for the fourth quarter on Thursday.The company posted quarterly earnings of $1.59 per share which beat the analyst consensus estimate of $1.54 per share. The company reported quarterly sales of $1.093 billion which missed the analyst consensus estimate of $1.168 billion.“2025 was a great year highlighted by excellent revenue and earnings growth that positions us well for the year ahead,” said Doug Shulman, Chairman and CEO of OneMain. “Our disciplined ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider BJ's Wholesale Club (BJ) . This company, which is in the Zacks Consumer Products - Staples industry, shows potential for another earnings beat.This wholesale membership warehouse operator has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last ...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Pool Corp. (POOL) , which belongs to the Zacks Leisure and Recreation Products industry.When looking at the last two reports, this distributor of supplies for swimming pools has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 0.64%, on average, in the last two quarters.For the most recent quarter, Pool Corp. was ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Dycom Industries (DY) , which belongs to the Zacks Building Products - Heavy Construction industry, could be a great candidate to consider.This provider of specialty contracting services has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 15.84%.Fo ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

OneMain Holdings, Inc. (NYSE:OMF) reported mixed results for the fourth quarter on Thursday.The company posted quarterly earnings of $1.59 per share which beat the analyst consensus estimate of $1.54 per share. The company reported quarterly sales of $1.093 billion which missed the analyst consensus estimate of $1.168 billion.“2025 was a great year highlighted by excellent revenue and earnings growth that positions us well for the year ahead,” said Doug Shulman, Chairman and CEO of OneMain. “Our disciplined ...

Core Viewpoint - Omnicell, Inc. has set a new price target of $49, indicating a potential upside despite recent challenges in earnings performance [1][6] Financial Performance - The stock price dropped significantly from a previous close of $46.69 to a last traded price of $38.38 following a disappointing earnings announcement [2] - Omnicell reported earnings per share (EPS) of $0.40, missing the consensus estimate of $0.47 by $0.07 [2] - Revenue for the quarter was $313.98 million, slightly exceeding analysts' expectations of $313.36 million, representing a 2.3% increase year-over-year [3] Guidance and Outlook - The company has raised its guidance for Q1 2026 to an EPS range of $0.26 to $0.36 and for FY 2026 to an EPS range of $1.65 to $1.85, indicating a positive outlook [4][6] - Despite a 16.30% decrease in stock price on the day of the earnings announcement, the new price target suggests potential growth for Omnicell [4][5] Market Position - Omnicell operates in a competitive market with key players such as McKesson and Cardinal Health [1] - The company's market capitalization is approximately $1.80 billion, with a trading volume of 2,835,483 shares [5]