Workflow
AmeraMex International Announces $2 Million in Approved Grants and Strong Growth Pipeline
TMX Newsfile· 2026-02-04 14:25
Chico, California--(Newsfile Corp. - February 4, 2026) - AmeraMex International, Inc. (OTC Pink: AMMX), a premier provider of new and refurbished heavy equipment for the logistics, construction, and industrial markets, today provided a shareholder update highlighting significant progress in its grant-driven sales initiatives and upcoming industry engagement.AmeraMex CEO Lee Hamre commented, "Earlier this year, we expanded our team to include a dedicated specialist focused exclusively on helping customers i ...
Verisk Analytics: A Durability-Driven Earnings Franchise, Mispriced As A Growth Concern.
Seeking Alpha· 2026-02-04 14:22
Verisk Analytics ( VRSK ) can best be described as a "durability" story i.e., a story about how well the company's profit stream will endure over time, versus a "growth cycle" story, i.e., a story about how quickly the company's profitI have over 13 years of diverse financial analysis experience across various sectors, including Auto, Industrials, and IT. Worked in a Ford and Caterpillar treasury, and managed Investor relations and Strategic finance of a listed IT company of market cap ~USD 2.5bn. My early ...
Why Vertiv’s (VRT) Role in AI Cooling is Gaining Strategic Importance
Yahoo Finance· 2026-02-04 14:21
Core Insights - Vertiv Holdings Co (NYSE:VRT) is recognized as one of the 12 Best HVAC Stocks to Buy Now, highlighting its strong market position in the HVAC sector [1] - The company's liquid-cooling solutions are essential for modern AI infrastructure, preventing overheating of high-performance AI chips [2] - Vertiv's partnership with Nvidia provides it with early insights into new AI chip designs, allowing it to align its cooling technology effectively [3] Financial Performance - In Q3 2025, Vertiv reported a 60% year-over-year increase in organic orders, prompting management to raise full-year guidance for net sales and other key metrics [5] - The company anticipates accelerated AI infrastructure deployment in the EMEA region in 2026, supported by its relationship with Nvidia [5] Industry Position - Vertiv is a pre-certified vendor for AI infrastructure, making it a preferred choice for technology companies seeking reliable solutions [4] - The company's offerings support a wide range of environments, including data centers and communication networks, indicating its broad market applicability [6]
Too Much Artificial Intelligence (AI) Capex? Not for Meta CEO Mark Zuckerberg, Who Is Full Steam Ahead, Much to the Market's Delight
Yahoo Finance· 2026-02-04 14:21
For several years, investors have rewarded large tech conglomerates in the "Magnificent Seven" that announced plans to ramp up capital expenditures for artificial intelligence (AI) infrastructure. The thinking was that these companies would only make such a large investment if they believed it would yield strong returns. However, in recent months, investors have begun to question whether the returns would really be as promising as many initially believed. Suddenly, AI capex was no longer rewarded, especi ...
Options Corner: GOOGL
Youtube· 2026-02-04 14:19
Time now for Options Corner. Joining us to take a deeper look at the chart is the Duke dating himself, Rick Dukat. All right, Rick.Uh, let's get into this chart. What do you notice. >> Yes, good morning.And we can see here that um, Google outperforming uh, handily not only its own communications sector, not tech sector, communications, but also the S&P 500. And really, when you compare it to this magnificent seven group, uh, you can see that it's really the best performer. I mean, you kind of look down here ...
Boston Scientific Profit, Sales Rise but Issues Soft Guidance
WSJ· 2026-02-04 14:19
Sales rose 16%, but the medical-device maker issued a soft forecast for the year, sending shares down premarket. ...
RCK Partners forms advisory council to deepen R&D tax expertise
Yahoo Finance· 2026-02-04 14:18
RCK Partners, a London-based practice of chartered tax advisers, has created an Innovation Advisory Council (IAC) to expand its research and development (R&D)-focused advisory work. The IAC brings together a group of senior advisers drawn from sectors including technology, life sciences, manufacturing and defence. Council members are expected to use their sector knowledge and leadership experience to provide advice, guidance and examples of best practice to RCK’s clients. RCK said the move is intended ...
Barclays Sees Recent Pullback Creating an Entry Point in Amphenol (APH)
Yahoo Finance· 2026-02-04 14:18
Amphenol Corporation (NYSE:APH) is included among the 12 Best HVAC Stocks to Buy Now. Barclays Sees Recent Pullback Creating an Entry Point in Amphenol (APH) Photo by Viacheslav Bublyk on Unsplash On January 29, Barclays analyst Guy Hardwick lifted his price recommendation on Amphenol Corporation (NYSE:APH) to $175 from $156. The analyst also reiterated an Overweight rating following the company’s fourth-quarter results. In a note to investors, Hardwick said the recent pullback in the shares, triggered ...
Aurora Cannabis (ACB) Q3 2026 Earnings Transcript
Yahoo Finance· 2026-02-04 14:18
We are one of Canada's largest global medical cannabis companies. We are Canada's leading exporter of medical cannabis. And finally, we are a market leader in the three biggest nationally legal medical cannabis markets outside of Canada. Notably, about 90% of our annual manufacturing capacity is produced within Aurora's European and TGA GMP-certified facilities and is subject to very stringent international standards. These standards are only increasing, significantly limiting the number of market participa ...
Fabrinet: 3 Key Concerns - 2 On AI, 1 On Valuation (Rating Downgrade)
Seeking Alpha· 2026-02-04 14:18
Fabrinet ( FN ) has been a clear benefactor of the AI CapEx cycle. The optical and electronic component company’s optical transceivers, optical cables, and other products are important in building out data center infrastructure for AI. GrowthI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding ...