Oracle Corporation (ORCL) Launches its AI Platform for Life Sciences Companies
Yahoo Finance· 2026-02-01 13:21
Oracle Corporation (NYSE:ORCL) is one of the Best Software Stocks to Buy According to Wall Street Analysts. On January 29, Oracle Corporation (NYSE:ORCL) launched its latest AI platform for life sciences companies. The platform helps companies to streamline drug development and research. Management noted that the platform tackles data fragmentation by integrating vast datasets and applying generative AI for faster insights. The tool targets pharmaceutical firms, medical device makers, researchers, and l ...
Citizens Downgrades SAP SE (SAP) to Market Perform
Insider Monkey· 2026-02-01 13:20
Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] Group 1: AI and Energy Demand - AI technologies, particularly large language models like ChatGPT, are extremely energy-intensive, with data centers consuming as much energy as small cities [2] - The increasing demand for AI is straining global power grids, leading to rising electricity prices and a need for utilities to expand capacity [2] - Industry leaders, including Sam Altman and Elon Musk, have highlighted the critical link between AI's future and energy availability, with Musk warning of potential electricity shortages as early as next year [2] Group 2: Investment Opportunity - A specific company is positioned as a key player in the AI energy sector, owning critical energy infrastructure assets that will benefit from the anticipated surge in energy demand from AI data centers [3][7] - This company is not a chipmaker or cloud platform but is described as a "toll booth" operator in the energy market, profiting from the increasing need for electricity [5][6] - The company is debt-free and has significant cash reserves, equating to nearly one-third of its market capitalization, making it an attractive investment option [8] Group 3: Market Position and Growth Potential - The company plays a vital role in U.S. LNG exportation, which is expected to grow under the current administration's energy policies [7] - It is capable of executing large-scale engineering, procurement, and construction projects across various energy sectors, including nuclear energy, which is seen as a future clean power source [7] - The company also holds a substantial equity stake in another AI-related venture, providing investors with indirect exposure to multiple growth opportunities in the AI sector [9] Group 4: Valuation and Investor Interest - The company is trading at less than 7 times earnings, excluding cash and investments, indicating it is undervalued compared to its potential [10] - There is growing interest from hedge funds, with some managers discreetly promoting the stock at exclusive investment summits, suggesting a recognition of its potential [9][10] - The company is positioned to benefit from the ongoing AI infrastructure supercycle and the onshoring trend driven by tariffs, making it a compelling investment choice [14]
Bernstein Reiterates a Buy on ServiceNow (NOW)
Yahoo Finance· 2026-02-01 13:20
ServiceNow, Inc. (NYSE:NOW) is one of the Best Software Stocks to Buy According to Wall Street Analysts. On January 30, Peter Weed from Bernstein reiterated a Buy rating on the stock with a $219 price target. On the same day, RBC Capital lowered the price target on ServiceNow, Inc. (NYSE:NOW) from $195 to $185, but maintained an Outperform rating on the stock. The ratings follow the company’s fiscal Q4 2025 earnings release, announced on January 28. The company grew its revenue by 20.66% year-over-year ...
Consumer “Rationality” Returns in 2026
Etftrends· 2026-02-01 13:19
Last Friday morning, I realized I would run out of dish soap by Monday as I did the breakfast dishes. That meant heading out to witness the state of grocery stores before we all got snowed in here in Memphis, TN. ...
Bookstore manager, 26, lives in Manhattan on $53K a year by cutting costs. Is a low-cost routine the key?
Yahoo Finance· 2026-02-01 13:15
To live comfortably in New York City, people need to bring in at least $185,000 per year. But one 26-year-old Brooklyn bookstore manager shows it's possible to live in the Big Apple on less than half the recommended annual income. In a recent interview with CNBC, Eileen Tyrrell talked about how she’s surviving on just $53,000 per year (1). According to her, the three keys to success that keep her afloat include minimal debt, modest rent and next-to-none discretionary spending. Must Read In a breakdown ...
1 Top ETF I Plan to Load Up on This Month
The Motley Fool· 2026-02-01 13:15
Core Viewpoint - The Schwab U.S. Dividend Equity ETF (SCHD) is highlighted as a strong investment option for generating passive income through dividends, with a focus on its performance and growth potential [1][6]. Group 1: ETF Strategy and Performance - The Schwab U.S. Dividend Equity ETF tracks the Dow Jones U.S. Dividend 100 Index, which includes 100 high-quality, high-yielding dividend stocks, selected based on dividend quality characteristics [2]. - Over the past 12 months, the ETF's distribution yield averaged 3.8%, significantly higher than the S&P 500's yield of 1.1%, indicating a more favorable income generation potential [3]. - The current holdings of the ETF have increased their dividends by an average of over 8% per year in the last five years, outpacing the S&P 500's growth rate of 5% [5]. Group 2: Financial Metrics and Returns - The Schwab U.S. Dividend Equity ETF has delivered a 12.3% average annualized total return since its inception in 2011, showcasing its strong performance over time [6]. - The current price of the ETF is $29.80, with a day's range between $29.39 and $29.81, and a 52-week range from $23.87 to $29.82 [4][5].
The 'smart money' isn't acting like we're in a bubble, top economist says. AI is in 'early innings'
Fortune· 2026-02-01 13:11
Despite the skyrocketing valuations of the Magnificent Seven and anxiety over massive AI capital expenditures, one top economist argues that the U.S. stock market is missing the most critical ingredient of a financial mania: the exit of the “smart money.”Owen Lamont, a portfolio manager at Acadian Asset Management and a former University of Chicago finance professor, said that while the market looks and feels frothy, we are not currently in an AI bubble. As he talked to Fortune from his office in Boston, th ...
Verizon's CEO Just Admitted Its Pricing Strategy Cost the Company 2.25 Million Customers
The Motley Fool· 2026-02-01 13:08
Core Viewpoint - Verizon is shifting its strategy away from profit-driven price increases to focus on subscriber growth and market share, which is seen as a positive move for investors [1][3][6]. Group 1: Subscriber Dynamics - Verizon has experienced a high churn rate and loss of market share due to continuous price hikes without corresponding value, leading to a net reduction in its wireless retail postpaid phone subscriber base in 2025 [2][3]. - Over the past three years, Verizon's churn rate increased by 0.25 percentage points, resulting in a loss of approximately 2.25 million net additions [4]. - The company aims to achieve between 750,000 and 1 million postpaid net phone additions this year, significantly higher than the previous year's performance [7]. Group 2: Pricing Strategy - Verizon implemented four price increases in 2025, but these did not provide sufficient value to customers, contributing to subscriber losses [5]. - The new CEO, Dan Schulman, emphasized that future price increases must be justified by the value they deliver, moving away from relying on empty price hikes for short-term revenue [6]. - While wireless revenue is expected to be flat this year due to past price increases, the company is laying the groundwork for long-term growth [7]. Group 3: Market Performance - Following the announcement of the new turnaround strategy, Verizon's stock surged by 11.83%, indicating investor confidence despite a weak wireless revenue forecast [8]. - The stock is currently trading at less than 10 times the average analyst estimate for 2026 earnings, suggesting a potential opportunity for investment as the company implements its growth strategy [9].
Despite What Powell Says, Labor Market Is Weak - January Payrolls Preview
Seeking Alpha· 2026-02-01 13:05
Group 1 - The article does not provide specific insights or analysis on any companies or industries [1][2]
This Year's Super Bowl Party Will Cost $140. Here's the Breakdown
Investopedia· 2026-02-01 13:00
Core Insights - The cost to host a Super Bowl party for 10 people is estimated at $140 this year, reflecting a $2 increase from last year, which is a 1.6% rise, slower than the grocery inflation rate of 2.4% [1][6] Food Prices Overview - Chicken wings have seen a price decrease of 2.8% from last year, making them one of the most affordable snacks. Other items like tortilla chips, avocados, carrots, peppers, and frozen pizza have also become less expensive [4][6] - In contrast, shrimp prices have increased by 8.1% to $9.10 per pound, while beef prices rose to $10.01 per pound, marking a 16.4% year-over-year increase [5][6] - Vegetable prices, including cherry tomatoes, celery, broccoli, and cauliflower, have also risen, along with salsa and onion-flavored dips, attributed to labor costs [6] Wage Impact - Average hourly wages have increased by 3.8% to $31.99, providing consumers with more financial flexibility to host parties despite rising food costs [3][2]