Accenture and Palantir set up business group for AI and data solutions
Yahoo Finance· 2025-12-17 10:27
Core Insights - Accenture and Palantir Technologies have established the Accenture Palantir Business Group to enhance the deployment of AI and data solutions globally [1] - Palantir has designated Accenture as a preferred global partner for enterprise transformation [1] Group Structure and Team Composition - The new business group will consist of dedicated forward-deployed engineers from Palantir and over 2,000 Accenture professionals skilled in Palantir technologies [2] - These teams will collaborate directly with clients to transition from isolated data systems to integrated, AI-driven decision-making using Palantir's platforms [2] Industry Focus and Applications - The partnership aims to support clients across various industries, including government, energy, oil and gas, healthcare, telecommunications, manufacturing, consumer goods, and financial services [3] - Accenture has noted existing activities in government and energy sectors while planning to develop additional use cases in other industries [3] Operational Focus - A primary focus for the group will be on data center and AI infrastructure operations, deemed critical for economic resilience [4] - Accenture and Palantir will assist clients in utilizing Palantir Foundry and Artificial Intelligence Platform, as well as accessing secure computing resources in complex environments [4] Strategic Expansion - Accenture's CEO, Julie Sweet, emphasized that the expanded partnership will enable clients to accelerate advanced AI across enterprises and achieve faster business outcomes [5] - The combination of Accenture's industry experience and Palantir's platforms is expected to facilitate the development of scalable enterprise AI systems [5] Acquisition and Capabilities Enhancement - Accenture has agreed to acquire a 65% stake in DLB Associates, a US-based AI data center engineering and consulting firm, to enhance its end-to-end data center capabilities [5][6] - DLB Associates specializes in data center site selection, design engineering, and energy optimization services, supporting clients in accelerating speed to market [6][7]
Inspire Growth ETF (NYSE: GLRY) Celebrates 5-Year Anniversary and 5-Star Morningstar Rating
Prnewswire· 2025-12-17 10:26
Inspire's biblically responsible Growth ETF (NYSE: GLRY) reaches 5-year milestone, achieving a 5-star Overall Morningstar Rating 10 months in a row. â"¢ BOISE, Idaho, Dec. 17, 2025 /PRNewswire/ -- Inspire Investing, the world's largest provider of faith-based ETFs, is pleased to announce major milestones for the Inspire Growth ETF (NYSE: GLRY), which recently celebrated its five-year anniversary and has received a 5-star Overall Morningstar Rating 10 months in a row. Continue Reading Inspire's biblically re ...
Criteo: Amazon Risks Are Real, But Cheap Multiples Warrant A Buy
Seeking Alpha· 2025-12-17 10:22
Group 1 - The stock markets have seen a significant underperformance of small- and mid-cap stocks compared to large-cap stocks this year [1] - There is a general consensus among analysts regarding the trends affecting these stocks [1] Group 2 - Gary Alexander has extensive experience in covering technology companies and has been involved with seed-round startups [1] - He has been a contributor to Seeking Alpha since 2017 and has been quoted in various web publications [1]
The Zacks Analyst Blog VXX, VIXM,JEPQ,JEPI,QYLD
ZACKS· 2025-12-17 10:21
Core Insights - The article discusses the current market sentiment regarding AI investments and the potential for an AI-driven bubble, leading to increased caution among investors [2][4] - It highlights the recent performance of major indices, with the S&P 500 and Nasdaq Composite experiencing declines, while the CBOE Volatility Index has risen, indicating heightened market volatility [3][5] - The article suggests that increasing exposure to volatility and option income ETFs may be a strategic move for investors in the current economic environment [6][10] ETF Recommendations - Volatility ETFs, such as iPath Series B S&P 500 VIX Short-Term Futures ETN and ProShares VIX Mid-Term Futures ETF, are recommended for short-term investors looking to hedge against potential market downturns [6][5] - Option income ETFs, including JPMorgan Nasdaq Equity Premium Income ETF, JPMorgan Equity Premium Income ETF, and Global X Nasdaq 100 Covered Call ETF, are gaining popularity as they provide predictable returns amid market uncertainty [8][7] Long-term Investment Strategies - For long-term investors, diversifying across less concentrated ETFs can provide stability, while strategies like buy-the-dip and dollar-cost averaging can help navigate short-term volatility [9][11] - Major financial institutions have raised year-end forecasts for the S&P 500, driven by growth in the AI market, suggesting that completely avoiding AI investments may not be wise [10][11]
3 Magnificent Vanguard ETFs I'm Stocking Up On in 2026 and Holding Forever
Yahoo Finance· 2025-12-17 10:20
Core Insights - The article emphasizes the importance of selecting the right exchange-traded funds (ETFs) for building substantial wealth over time with minimal effort [2] - It highlights three specific Vanguard ETFs that are recommended for investment in 2026, focusing on their potential for long-term growth [2] Vanguard S&P 500 ETF - The Vanguard S&P 500 ETF (NYSEMKT: VOO) is presented as a solid investment choice for both new and experienced investors, containing 500 of the largest U.S. stocks [3] - This ETF offers instant diversification across various sectors, which helps reduce volatility and risk, particularly due to its focus on large-cap stocks [4] Vanguard Growth ETF - The Vanguard Growth ETF (NYSEMKT: VUG) is suggested for investors seeking above-average returns, with an average annual return of 17.22% over the past decade, compared to 14.58% for the S&P 500 ETF [6] - While it carries more risk due to its narrower focus on growth stocks (only 160 stocks), it is still considered a viable option for those wanting higher returns while investing in large-cap stocks [7]
Here’s How Trump’s $2,000 Dividend May Impact the Stock Market
Yahoo Finance· 2025-12-17 10:19
President Donald Trump has touted a $2,000 “dividend” check for each American tied to tariff revenue. While this concept has been talked about publicly, it has not finalized or approved by Congress. Read Next: Trump’s $2K Dividend: What Middle-Income Americans Could Expect Find Out: How Middle-Class Earners Are Quietly Becoming Millionaires — and How You Can, Too Still, the idea of another stimulus package raises a useful question for investors: If checks like that ever did go out, what could happen to t ...
The Zacks Analyst Blog Amazon, Toyota, Intuit, Eastman and Armanino
ZACKS· 2025-12-17 10:16
Core Insights - The article highlights recent stock performance and research reports on major companies including Amazon, Toyota, and Intuit, as well as micro-cap stocks Eastman Kodak and Armanino Foods [2][4][7][10][13][16]. Amazon.com, Inc. (AMZN) - Amazon's shares have increased by 3% over the past six months, slightly underperforming the Zacks Internet - Commerce industry which gained 3.8% [4]. - The company is projected to achieve net sales between $206 billion and $213 billion for Q4 2025, with operating income expected to range from $21 billion to $26 billion, indicating operational efficiency gains [4]. - AI integration is enhancing personalization and logistics, contributing to a competitive edge, with expected net sales growth of 10.6% in 2025 compared to 2024 [5]. Toyota Motor Corp. (TM) - Toyota's shares have outperformed the Zacks Automotive - Foreign industry, rising by 20.9% compared to 12.4% [7]. - The company's hybrid vehicle sales, particularly the RAV4, are driving growth, with hybrid variants constituting about half of total sales [7]. - Despite a positive outlook for fiscal 2026, challenges include material costs, foreign exchange rates, and increased capital expenditures [8][9]. Intuit Inc. (INTU) - Intuit's shares have underperformed the Zacks Computer - Software industry, declining by 14.5% compared to a 4% decline in the industry [10]. - The company is facing higher expenses due to increased marketing and engineering investments, impacting profitability [10]. - Intuit's shift to a cloud-based subscription model aims to stabilize revenues, supported by strong performance in its core products, QuickBooks and TurboTax [11][12]. Eastman Kodak Co. (KODK) - Kodak's shares have outperformed the Zacks Electronics - Miscellaneous Products industry, increasing by 44.1% compared to 24.1% [13]. - The company is transitioning from legacy print to advanced manufacturing, with significant growth in its Advanced Materials and Chemicals segment, which saw a 15% year-over-year revenue increase in Q3 2025 [13][14]. - Despite improvements in margins and profitability, risks include declining print volumes and high capital intensity [15]. Armanino Foods of Distinction, Inc. (AMNF) - Armanino Foods' shares have outperformed the Zacks Food - Miscellaneous industry, rising by 42.8% compared to a decline of 8.9% [16]. - The company benefits from a strong position in the U.S. foodservice pesto market, with Q3 FY25 sales increasing by 11% year-over-year to $19.7 million [16]. - Challenges include high customer concentration and rising operating expenses, necessitating disciplined execution to maintain margins [18].
PennyMac Mortgage: We Are Loading The Bonds And Considering The Preferred Stock
Seeking Alpha· 2025-12-17 10:16
Core Insights - The focus is on closed-end funds and the opportunities for directional and arbitrage trading created by market price deviations [1][2] - The yield curve has begun to normalize, with long-term yields surpassing short-term yields, indicating potential investment strategies [2] Group 1: Trading Strategies - The company emphasizes the importance of timing in trading closed-end funds and offers early access to discussions for members [1] - Denislav Iliev, an experienced trader, leads a team that identifies mispriced investments in fixed-income and closed-end funds using straightforward financial logic [2] Group 2: Service Features - The service provided includes frequent picks for mispriced preferred stocks and baby bonds, weekly reviews of over 1200 equities, IPO previews, and hedging strategies [2] - An actively managed portfolio and a chat feature for discussions are also part of the service offerings [2]
Stock Futures Rise as Investors Turn Positive on Jobs Data
Barrons· 2025-12-17 10:15
Tuesday's jumbo jobs report showed unemployment rose to 4.6% in November, the highest level since 2021. Still, the U.S. added 64,000 nonfarm jobs last month, above what economists were expecting. Futures tracking the Dow Jones Industrial Average climbed 88 points, or 0.2%. Contracts tied to the S&P 500 and tech-heavy Nasdaq 100 were up 0.3%. Stocks looked set to rise on Wednesday, with investors deciding that delayed jobs data would strengthen the case for the Federal Reserve to carry on cutting interest ra ...
Does Vontier Have Enough Gas In The Tank To Outperform? (NYSE:VNT)
Seeking Alpha· 2025-12-17 10:15
Looking at Vontier Corporation ( VNT ) and the year ahead, this is a tougher-than-average stock to assess. On one hand, the margins and return metrics here are good, but margins have been lackluster for several years. The company also enjoys Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as ...