Silver futures, tracked by the iShares Silver Trust (NYSE:SLV) , staged a recovery on Tuesday, following Monday's historic plunge which marked the sharpest single-day decline in five years. SLV shares are climbing. See the chart and price action here. The white metal, which has outshone almost every other asset class in 2025, found support as buyers rushed in to capitalize on the dip, dragging gold, copper and platinum upward in a broad metals rally.Monday's CrashMonday's flash crash had multiple triggers:  ...

Valuation and Financial Performance - Schneider National, Inc. (SNDR) is trading at a forward 12-month price-to-sales ratio (P/S-F12M) of 0.80X, which is lower than the industry average of 1.46X, indicating an attractive valuation [1][7] - The company has a Value Score of B, suggesting it is undervalued compared to its peers [1] Capital Expenditures and Financial Flexibility - Schneider has seen a decline in capital expenditures, with net capital expenditures of $380.3 million in 2024, down from $573.8 million in 2023, and a revised guidance for 2025 of around $300 million [4] - The company ended Q3 2025 with cash and cash equivalents of $194.1 million, significantly higher than its current debt of $12.4 million, indicating strong financial flexibility [5] Shareholder Returns - Schneider has consistently paid dividends, totaling $55.7 million in 2022, $63.6 million in 2023, and $66.6 million in 2024, with $50.3 million returned to shareholders year-to-date as of September 30, 2025 [8] - The company has a share repurchase program approved for $150 million, with $103.9 million spent to repurchase 4.1 million Class B shares, which enhances shareholder value [9] Stock Performance - Schneider's stock has increased by 31.2% over the past three months, outperforming the transportation-services industry, which saw a 7.8% increase [10] Earnings Guidance and Challenges - The company has lowered its 2025 adjusted earnings per share guidance to approximately 70 cents from a previous range of 75-95 cents due to rising insurance-related costs and macroeconomic uncertainties [7][19] - Ongoing inflation and supply-chain disruptions are negatively impacting operating expenses and overall profitability [14][19] Market Sentiment and Analyst Revisions - The Zacks Consensus Estimate for Schneider's earnings has been revised downward for Q4 2025 and full-year 2025 and 2026, indicating a lack of confidence among analysts [16] - The current Zacks Rank for Schneider is 4 (Sell), reflecting the negative sentiment surrounding the stock [19]

Company Overview - Alphabet (GOOGL) is a leading innovative company that has expanded from a search engine provider to various sectors including cloud computing, ad-based video and music streaming, autonomous vehicles, and healthcare, holding approximately 90% of the online search market share [1] - The company has seen an increase in search queries driven by mobile device usage, advertiser activity, and improved ad formats [1] AI Development - Alphabet's search market dominance and cloud expansion are significant growth drivers, with initial AI efforts facing challenges but later iterations, such as Gemini 2.5, becoming industry standards [2] - Concerns about AI cannibalizing the search business are unfounded, as Google's hybrid AI search model has gained popularity among younger users and enhanced user experience across various platforms [2] Technology and Infrastructure - Google has developed its own Tensor Processing Units (TPUs) to accelerate machine learning tasks, providing superior performance for AI applications compared to other hardware [3] - The TPUs are integral to Google's AI Hypercompute system, allowing for efficient machine learning operations [3] Cloud Computing Growth - Google Cloud revenues grew by 33.5% year-over-year to $15.16 billion in Q3 2025, supported by investments in infrastructure, security, and AI [4] - Strategic partnerships, including one with NVIDIA, and the introduction of new technologies are enhancing Google Cloud's market position [4] Advertising and YouTube Performance - AI advancements are improving ad targeting and effectiveness, contributing to the resilience and profitability of Google's core business [5] - YouTube continues to be a strong revenue driver, with expectations of double-digit growth for 2026 [6] Financial Estimates - Zacks Consensus estimates project revenues of $340.26 billion for the current year and $390.18 billion for the next year, reflecting year-over-year growth rates of 15.30% and 14.67% respectively [7] Future Growth Prospects - Waymo is achieving over 450,000 paid robotaxi rides weekly, with ambitions to reach 1 million rides by late 2026, indicating significant growth potential in autonomous vehicle services [8] Investment Insights - Berkshire Hathaway's $4.3 billion investment in Alphabet highlights confidence in the company's market dominance and growth potential in AI [11] - Alphabet's P/E ratio of 30x EPS suggests reasonable valuation, supported by a strong cash position of approximately $100 billion and low debt [12] Market Performance - GOOGL shares have shown strong performance, trending higher throughout the year, indicating positive investor sentiment [13] Strategic Positioning - Alphabet is strategically positioned in technology, combining strong search economics, cloud momentum, and expanding AI capabilities [15]

Core Insights - Palantir Technologies (PLTR) and Arm Holdings (ARM) are both integral to the accelerating global adoption of artificial intelligence (AI) [1][2] Palantir Technologies (PLTR) - Palantir supports AI deployment through advanced data integration, analytics, and decision-making platforms, enabling organizations to operationalize complex data [2] - The company's Artificial Intelligence Platform allows businesses to structure and organize data effectively, enhancing AI's ability to process tasks [4] - As of September 30, 2025, Palantir held $6.4 billion in cash with zero debt, indicating strong financial health and liquidity for growth initiatives [5] - In Q3 2025, Palantir's revenues increased by 63% year over year, with U.S. revenues up 77% and U.S. commercial business growing by 121% [6] - The company achieved an adjusted operating margin of 51%, with GAAP operating income of $393 million and net income of $476 million, resulting in a GAAP EPS of 18 cents and adjusted EPS of 21 cents, a 110% increase year over year [7] - The Zacks Consensus Estimate for PLTR indicates a 54% year-over-year growth in sales and a 78% increase in EPS for 2025 [13][15] - Palantir is positioned as a key player in enterprise AI, with its platforms embedded in critical operations across commercial and government sectors, creating durable demand [20] Arm Holdings (ARM) - Arm Holdings is known for its energy-efficient chip architecture, which is essential for mobile computing and increasingly important for AI and IoT applications [8][12] - The company's architecture is ideal for high-performance, low-power applications, making it suitable for a wide range of devices from wearables to cloud infrastructure [9] - Major tech players like Apple, Qualcomm, and Samsung are increasingly reliant on ARM as they expand their AI and IoT initiatives [11] - The Zacks Consensus Estimate for ARM indicates a 21.5% year-over-year growth in sales and a 5.5% increase in EPS for fiscal 2026 [16][18] - ARM's valuation appears attractive with a forward 12-month P/E of 52.93X, suggesting potential undervaluation compared to its historical range [19] Comparative Analysis - Palantir is favored in the current AI-driven market due to its direct involvement in AI execution and enterprise decision-making, while ARM serves as a supporting technology layer [10][20] - Palantir's stronger momentum and clearer AI monetization strategy provide greater upside for investors compared to ARM, which has a Hold rating [20][21]

Silver futures, tracked by the iShares Silver Trust (NYSE:SLV) , staged a recovery on Tuesday, following Monday's historic plunge which marked the sharpest single-day decline in five years. SLV shares are climbing. See the chart and price action here. The white metal, which has outshone almost every other asset class in 2025, found support as buyers rushed in to capitalize on the dip, dragging gold, copper and platinum upward in a broad metals rally.Monday's CrashMonday's flash crash had multiple triggers:  ...

Tesla vehicle parked infront of a sleek depiction of a company building. Key Points Tesla has logged four consecutive lower closes after setting a new all-time high. The stock is down nearly 8% from its peak, despite equities remaining generally strong.  The subsequent few sessions could determine whether this is routine consolidation or something more. Interested in Tesla, Inc.? Here are five stocks we like better. Shares of auto giant Tesla Inc. (NASDAQ: TSLA) closed lower for the fourth session ...

People who use their cars for work will be able to deduct more money per mile on their taxes in the new year. The Internal Revenue Service (IRS) announced this week that the standard mileage rate for business driving will increase by 2.5 cents per mile. Additionally, vehicles used for medical purposes will decrease by half a cent, which the agency said reflects "updated cost data and annual inflation adjustments." The standard mileage rate is an IRS-set figure, which is expressed in cents per mile, that ...

Brand Engagement Network (BNAI) shares more than doubled on Dec. 29 after the conversational artificial intelligence (AI) solutions firm secured a sizable contract from a leading ads agency. In its press release, BNAI confirmed that it will develop a custom AI engagement solution for one of the agency’s clients, which is a top-10 pharmaceutical firm. More News from Barchart Despite the cosmic run, Brand Engagement Network stock remains down some 75% year-to-date. www.barchart.com Is It Too Late to In ...

Core Insights - Tetra Tech (TTEK) is experiencing near-term challenges due to the winding down of low-margin work from USAID and the Department of State, but its core markets are showing significant improvement [1] - The company's core revenue remains strong, driven by steady performance in its primary sectors [1] Financial Performance - The article highlights that despite the challenges, Tetra Tech's core revenue is robust, indicating a positive trend in its main business areas [1]

Core Insights - Dell Technologies is experiencing significant growth driven by increasing demand for cloud infrastructure, particularly within its Infrastructure Solutions Group (ISG) [1] Group 1: Financial Performance - ISG revenues grew 24% year over year to $14.10 billion in Q3 FY26, marking seven consecutive quarters of double-digit growth [1][9] - The company booked $12.3 billion in AI server orders in Q3 FY26, with year-to-date orders reaching $30 billion [2] - Dell ended Q3 FY26 with a record backlog of $18.4 billion in AI server orders, indicating strong demand for its AI solutions [2][9] - The Zacks Consensus Estimate for fiscal 2026 earnings is $9.89 per share, reflecting a 21.50% year-over-year growth [12] Group 2: Product and Market Position - Dell's AI server business is a key contributor to its cloud infrastructure growth, supported by a diverse customer base including Neoclouds and Tier 2 cloud service providers [2] - The company is enhancing its cloud infrastructure offerings through its Dell-IP storage portfolio, which includes products like PowerStore, PowerMax, and PowerFlex [3] - Dell announced a new supply deal for NVIDIA GB300 GPUs and data center equipment to support an AI cloud collaboration with Microsoft [4] Group 3: Competitive Landscape - Dell Technologies faces strong competition in the cloud market from major players like Microsoft and Alphabet [4] - Microsoft reported $49.1 billion in cloud revenues for Q1 FY26, a 26% increase, while Alphabet's Google Cloud saw a 46% sequential increase in backlog [5][6] Group 4: Valuation and Stock Performance - Dell's shares have gained 4% over the past six months, underperforming the broader Zacks Computer & Technology sector, which returned 19.7% [7] - The forward 12-month Price/Sales ratio for Dell is 0.68X, significantly lower than the sector average of 6.60X, indicating that Dell shares are undervalued [10]