Core Investment Thesis - Natural gas is becoming a globalizing commodity due to increasing LNG exports and growing demand, partly driven by the AI boom [1] Industry Focus - The primary focus is on Canadian energy, specifically oil and gas exploration, along with US players and various international energy companies [1] - The investment strategy involves identifying undervalued companies during periods of improving macro sector and fundamentals [1] Market Dynamics - There is a combination of increased market interest and deep value in the energy sector, indicating potential investment opportunities [1]

To most consumers, Amazon (NASDAQ: AMZN) may be best known for its e-commerce business. But to investors, attention usually gravitates to the company's cloud computing business -- especially recently. Releasing its fourth-quarter results after market close on Thursday, Amazon's cloud computing business, Amazon Web Services (AWS), saw yet another quarter of accelerating growth. In fact, the 24% year-over-year growth the segment posted during the period was the fastest it has delivered for shareholders in 1 ...

Alphabet Inc. aka Google ( GOOG ) reported Q4 '25 results on Wednesday after the bell, and the stock was down over 6% at the market open. The stock briefly touched the $312 level before rebounding to $318, down 4.4% for theI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, ...

AMD Stock is Melting Down Again—Time to Buy? - 24/7 Wall St.[S&P 5006,930.20 +0.15%][Dow Jones49,357.50 +0.15%][Nasdaq 10025,283.00 -0.21%][Russell 20002,662.08 +0.50%][FTSE 10010,463.00 +1.47%][Nikkei 22554,848.50 +1.17%][Investing]# AMD Stock is Melting Down Again—Time to Buy?### Quick ReadAMD dropped over 8% after hours despite beating Q4 estimates. Q1 guidance disappointed investors.China export controls will lower AMD first quarter sales.Upcoming MI450 chips and Helios rack- scale system are encouragin ...

Amazon.com, Inc. ( AMZN ) is reporting Q4 '25 on Thursday after the bell. The stock hasn’t exactly been the market’s favorite over the past year. What we’re seeing happen withI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is mo ...

Sales of Apple's (NASDAQ: AAPL) iPhone are booming. Revenue from the iPhone soared 23% year over year in the first quarter of fiscal 2026, marking the best-ever performance for Apple's flagship product. However, sales could have been even better. Apple uses TSMC to manufacture its custom iPhone chips, and there currently isn't enough supply to meet demand. The AI boom and the subsequent demand for AI accelerators have created an industrywide shortage. Where to invest $1,000 right now? Our analyst team jus ...

分组1 - The stock market is poised for a potential rebound if major companies report strong earnings next week, following a week of declines in the S&P 500 [1] - Disney is set to report earnings on Monday, with ongoing discussions about CEO succession; the company's performance has been stagnant, leading to a decision to exit its position in November [2] - Key earnings reports on Tuesday include Pfizer, Pepsi, Merck, Advanced Micro Devices (AMD), and Chipotle, with AMD's performance being particularly scrutinized for insights into the AI sector [3] - Western Digital will host an innovation day on Tuesday to showcase advancements in data storage, which is critical after a significant drop in its stock despite a strong quarterly report [4] 分组2 - Eli Lilly will report on Wednesday, with attention on potential new trial results for its GLP-1 portfolio, which may impact stock movements more than quarterly results [5] - Alphabet's upcoming report is considered highly significant for the market, with a shift in narrative positioning it as a strong contender among tech stocks [6] - Amazon will report earnings on Thursday, facing challenges with stock momentum despite the company's strong fundamentals [6] - The January employment report on Friday may show weaker-than-expected job gains and wage inflation, potentially supporting lower bond yields and benefiting stocks [6]

分组1 - The stock market is poised for a potential rebound if major companies report strong earnings next week, following a week of declines in the S&P 500 [1] - Disney is set to report earnings on Monday, with ongoing discussions about CEO succession, and the CNBC Investing Club has exited its Disney position due to stagnant performance [2] - Key earnings reports on Tuesday include Pfizer, Pepsi, Merck, Advanced Micro Devices (AMD), and Chipotle, with AMD's performance being particularly scrutinized for insights into the AI sector [3] - Western Digital will host an innovation day on Tuesday to showcase advancements in data storage, which is critical after a significant drop in its stock despite a strong quarterly report [4] 分组2 - Eli Lilly will report on Wednesday, with attention on potential new trial results for its GLP-1 portfolio, which may impact stock movements more than quarterly results [5] - Alphabet's upcoming report is considered highly significant for the market, with a positive narrative shift around the company due to its advancements in AI and other technologies [6] - Amazon will report earnings on Thursday, facing challenges with stock momentum despite the company's strong fundamentals, as selling pressure has hindered its recent performance [6] - The January employment report on Friday may show weaker-than-expected job gains and wage inflation, which could support lower bond yields and positively impact stock prices [6]

After years of fruitless efforts, Intel's (NASDAQ: INTC) turnaround finally seems to be picking up steam. The legacy chip giant has attracted investments from both the federal government and from Nvidia (Nasdaq: NVDA), and investors seem to have confidence in new CEO Lip-Bu Tan, the former Cadence Design Systems CEO who resigned from Intel's board of directors in 2024 after criticizing the way the company was being run. Where to invest $1,000 right now? Our analyst team just revealed what they believe ar ...

Core Viewpoint - Two leading chipmakers have indicated that computer and smartphone manufacturers will face significant challenges due to a worsening shortage of DRAM chips, which are essential for their products [1] Group 1: Industry Impact - The shortage of DRAM chips is expected to severely affect the production capabilities of computer and smartphone companies [1] - This situation may lead to increased prices for end consumers as manufacturers struggle to secure necessary components [1] Group 2: Company Response - The chipmakers have previously warned about supply chain disruptions, indicating that the current shortage is a continuation of ongoing issues in the semiconductor industry [1] - Companies are likely to implement strategies to mitigate the impact of the shortage, including potential adjustments in production schedules and sourcing [1]