Kansas City Fed's Schmid: Cutting rates could make inflation worse
Yahoo Finance· 2026-01-15 20:04
Kansas City Fed president Jeff Schmid said Thursday he thinks inflation remains too high and cutting interest rates could drive it higher, eclipsing any benefit to the job market. "Right now, I see an economy that is showing momentum and inflation that is too hot," Schmid said in a speech in Kansas City. "Cutting rates could disproportionately harm the inflation side of our mandate without providing much benefit to the employment side … I don't think that monetary policy is currently very restrictive." ...
Netflix signs worldwide pact to carry Sony films following their theater release (NFLX:NASDAQ)
Seeking Alpha· 2026-01-15 20:04
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TSMC Q4 Blowout Starts Chain Reaction — CoreWeave, Nebius Lead FOMO - CoreWeave (NASDAQ:CRWV), Nebius Group (NASDAQ:NBIS), Taiwan Semiconductor (NYSE:TSM)
Benzinga· 2026-01-15 20:03
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) posted a blowout Q4 earnings report on Thursday and sent a clear signal to the markets: AI demand is strong and growing. As the exclusive manufacturer of NVIDIA Corp. (NASDAQ:NVDA) GPUs, TSMC reported a 35% jump in net profit, crushing analyst estimates and proving that the AI gold rush is still on. CRWV stock is climbing. See the chart and price action here. The Neocloud LifelineFor neocloud providers like CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group ...
Baird Reiterates Outperform on Nvidia (NVDA) With $275 Target, Citing AI Ecosystem Strength
Yahoo Finance· 2026-01-15 20:03
NVIDIA Corporation (NASDAQ:NVDA) is one of the Must-Watch AI Stocks on Wall Street. On January 12, Baird analyst Tristan Gerra reiterated an Outperform rating on the stock with a $275.00 price target. Firm analysts believe Nvidia’s AI platform dominance remains underappreciated. Analyst Tristan Gerra noted how Nvidia has been building world AI ecosystems. The complexity of AI tools and ecosystems strengthens the chip giant’s customer adoption, creating a "tremendous barrier of entry which is under appreci ...
ROSEN, TOP RANKED INVESTOR COUNSEL, Encourages Smartsheet Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - SMAR
TMX Newsfile· 2026-01-15 20:03
New York, New York--(Newsfile Corp. - January 15, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds all former stockholders of Smartsheet Inc. (NYSE: SMAR) in connection with the January 2025 sale (the "Merger" or "Buyout") of Smartsheet to affiliates of investment funds managed by affiliates of Blackstone Inc. (collectively "Blackstone"), investment funds managed by Vista Equity Partners Management, LLC ("Vista Equity Partners" or "Vista"), and Platinum Falcon B 2018 RSC Limited, an ...
TSMC Blowout Q4 Starts A Chain Reaction — CoreWeave, Nebius Lead The FOMO Flood
Benzinga· 2026-01-15 20:03
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) posted a blowout Q4 earnings report on Thursday and sent a clear signal to the markets: AI demand is strong and growing. As the exclusive manufacturer of NVIDIA Corp. (NASDAQ:NVDA) GPUs, TSMC reported a 35% jump in net profit, crushing analyst estimates and proving that the AI gold rush is still on. CRWV stock is climbing. See the chart and price action here. The Neocloud LifelineFor neocloud providers like CoreWeave, Inc. (NASDAQ:CRWV) and Nebius Group ...
United Parks & Resorts Inc. (PRKS): A Bull Case Theory
Yahoo Finance· 2026-01-15 20:02
We came across a bullish thesis on United Parks & Resorts Inc. on Open Insights’s Substack. In this article, we will summarize the bulls’ thesis on PRKS. United Parks & Resorts Inc.'s share was trading at $37.49 as of January 13th. PRKS’s trailing and forward P/E were 11.33 and 7.35, respectively according to Yahoo Finance. Most Profitable Pet Businesses to Start Today wavebreakmedia/Shutterstock.com United Parks & Resorts Inc., together with its subsidiaries, operates as a theme park and entertainment ...
Tutor Perini: Backlog Is Finally Turning Into Cash (NYSE:TPC)
Seeking Alpha· 2026-01-15 20:02
My background is in Financial Engineering and I have long since been interested in analyzing strong solid companies with a rare financial Profile. My primary area of specialization is in quantamental analysis, where I use a combination of data driven models and fundamental research. My approach is centered on a structured process that combines top-down screening with bottom-up company specific analysis .I write on to share ideas with a wider audience and also learn more about companies and other analysts. M ...
Ameriprise Financial, Inc. (AMP): A Bull Case Theory
Yahoo Finance· 2026-01-15 20:02
We came across a bullish thesis on Ameriprise Financial, Inc. on Benevolus’s Substack. In this article, we will summarize the bulls’ thesis on AMP. Ameriprise Financial, Inc.'s share was trading at $495.37 as of January 13th. AMP’s trailing and forward P/E were 13.63 and 12.09, respectively according to Yahoo Finance. 10 Most Profitable Businesses With Least Investment in 2023 Copyright: hin255 / 123RF Stock Photo Ameriprise Financial, originally founded as Investors Syndicate in 1894 and later rebrande ...
Ameriprise Financial, Inc. (AMP): A Bull Case Theory
Insider Monkey· 2026-01-15 20:02
Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are significant, with data centers consuming as much energy as small cities, leading to concerns about power grid capacity and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is not a chipmaker or cloud platform but is positioned as a "toll booth" operator in the AI energy boom, collecting fees from energy exports [5][6] Financial Position - The company is noted for being debt-free and holding a substantial cash reserve, which is nearly one-third of its market capitalization, providing a strong financial foundation [8][10] - It is trading at less than 7 times earnings, indicating a potentially undervalued investment opportunity compared to its peers in the energy and utility sectors [10][12] Market Trends - The company is strategically aligned with several market trends, including the onshoring boom driven by tariffs, a surge in U.S. LNG exports, and a unique position in nuclear energy [14][6] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of investing in AI-related infrastructure [12][11]