Against this background, it makes sense that SoFi hasn’t got a physical presence – in this day of social media, an online-only bank, without brick-and-mortar physical branches, shouldn’t be a surprise. SoFi’s customers access their services online, via smartphones and tablets or laptops and PCs, on the bank’s mobile app or website. Also unsurprisingly, SoFi orients itself toward the younger generation, customers who grew up in the digital world, and are comfortable navigating a digital-only bank as they sta ...

On Feb. 2, Oracle said it had entered into an equity distribution agreement to sell up to $20 billion of its common stock. The common share sales will be conducted through an at-the-market offering. This means the company will sell shares “from time to time” at prevailing market prices, rather than a sudden, one-time dump of shares. Still, ORCL stock closed down 2.8% on Monday amid those sales. The stock also fell 3.4% on Tuesday and 5.2% on Wednesday, though those declines were mostly driven by investors r ...

Core Insights - Sanmina Corporation (SANM) has experienced a 26.4% increase in stock price over the past six months, outperforming the S&P 500 but lagging behind the Electronic Manufacturing Services industry's growth of 32.3% [1][9] - The company has outperformed Jabil, Inc. (JBL) but underperformed Celestica, Inc. (CLS), with Celestica showing a 38.9% increase and JBL a 6.9% increase [2] Financial Performance - In Q4 2025, Integrated Manufacturing Solutions (IMS) revenues surged 72% year over year to $2.79 billion, with a non-GAAP gross margin increase of 8.7% [4] - The Components, Products and Services (CPS) business saw a 4.33% year-over-year increase to $434 million, with a non-GAAP gross margin of 12.9% [5] - Non-GAAP operating profit increased by 40 basis points year over year due to reduced operating expenses as a percentage of revenues [6] Cash Flow and Liquidity - In Q1 fiscal 2026, Sanmina generated $178.7 million in net cash from operating activities, up from $63.9 million in the same quarter last year, with free cash flow reaching $92 million [7][9] - The current ratio at the end of Q1 fiscal 2026 was 1.70, indicating a strong position to meet short-term debt obligations [11] Growth Prospects - The company is focusing on investments in capacity and technology improvements across operations in the U.S., India, and Mexico, enhancing its competitive position in the electronics manufacturing services industry [10] - Earnings estimates for 2025 have risen by 4.36% to $10.06 per share, while estimates for 2026 have increased by 5.67% to $12.11, reflecting bullish sentiment [12] Valuation Metrics - Sanmina's shares trade at a forward price/earnings ratio of 13.52, which is lower than the industry average of 24.12 and its historical mean of 17.32, indicating a relatively attractive valuation [13] Overall Outlook - The company is benefiting from strong momentum in various end markets, with efficient capital management allowing for continued investment in growth initiatives [15]

Astera Labs, Inc. (NASDAQ:ALAB) is one of the 10 best NASDAQ growth stocks to buy for the next 10 years. Investors are liking the progress on Astera Labs, Inc.’s (NASDAQ:ALAB) product roadmap. ALAB announced significant updates to its Scorpio X-Series line on January 23. The development highlights the company’s continued focus on addressing the evolving needs of the growing AI infrastructure market and hyperscale data centers. Top Coal Importing Country in the World   The updated ScorpioX-Series, develo ...

Key Takeaways GOOGL's Search momentum is supported by AI Mode traction, expanding commercial queries and ad revenues.Alphabet's Cloud is gaining from AI infrastructure demand, NVIDIA partnerships and a growing enterprise base.The Zacks Consensus Estimate pegs Alphabet's Q4 revenues at $94.7B, implying 16.02% year-over-year growth.Alphabet’s (GOOGL) fourth-quarter 2025 results, scheduled to be released on Feb. 4, are expected to have benefited from solid momentum in Search and Cloud businesses. The momentum ...

Microsoft (MSFT) just landed a massive $750 million cloud deal with AI search startup Perplexity, but investors aren't exactly celebrating, given MSFT stock tanked 10% following the company's latest earnings report. According to a Bloomberg report, the Perplexity deal could be a key win for Microsoft's Azure cloud business. The deal allows the AI search company to deploy models from OpenAI, Anthropic, and xAI through Microsoft's Foundry service. More News from Barchart It's a strategic move that divers ...

(Corrects paragraph 7 to reflect that Oracle was sued in January, not earlier this month) Feb 1 (Reuters) - Oracle ​expects to raise $45 billion to $50 billion in 2026 to ‌build additional capacity for its cloud infrastructure, the software company said on Sunday. The ‌company, chaired by billionaire Larry Ellison, said it plans to achieve its funding objectives using a combination of debt and equity financing. "Oracle is raising money in order to build additional capacity to meet ⁠the contracted dema ...

Core Viewpoint - Oracle is positioned as a high-risk, high-potential-reward stock in the artificial intelligence sector, particularly following the announcement of a joint venture with TikTok for U.S. data security [1]. Group 1: Joint Venture Details - Oracle, along with Silver Lake and MGX, holds a 15% equity stake in the TikTok U.S. Data Security Joint Venture, with ByteDance retaining 19.9% [2]. - The joint venture is valued at approximately $14 billion, making Oracle's stake worth around $2.1 billion, which is relatively small compared to Oracle's market cap of about $500 billion [4]. Group 2: Financial Performance and Market Position - Oracle's stock has seen a decline of over 47% from its 52-week high, indicating that the TikTok deal alone may not be sufficient to reverse this trend [3]. - The company's financials are currently under pressure, with negative free cash flow and increasing debt, attributed to a significant data center buildout [9]. - Despite these challenges, Oracle's capital expenditures are expected to decline in the coming years, potentially leading to increased cash flow as new data centers begin generating revenue [10]. Group 3: AI Investments and Market Valuation - Oracle's investment strategy is heavily focused on artificial intelligence, particularly through its Oracle Cloud Infrastructure (OCI), which is seen as a critical component of its future growth [5]. - The stock is trading at 25 times analysts' earnings estimates for fiscal 2026 and 23.2 times for fiscal 2027, suggesting that many risks are already reflected in its share price [11]. - The company is viewed as a strong buy for risk-tolerant investors, although there is caution regarding potential project delays or financial strains [12].

Amazon Stock: Put Strategy Offers A Bullish Yet Conservative Play| Investor's Business DailyBREAKING: [Rare Earths Stocks Skid On Policy Shift]---Amazon (AMZN) stock is popular among options traders, and it should continue to benefit from growth in the online retailer's Amazon Web Services division. With the online retail behemoth investing heavily in artificial intelligence and cloud infrastructure, many investors see the company as well-positioned for long-term growth across multiple high-value markets. L ...

Ever since the Trump administration took a 10% stake in Intel (NASDAQ: INTC) in August 2025, shares of the chipmaker have skyrocketed by more than 70% -- from $24 per share to about $43 at this writing. This year alone, Intel stock has climbed 15% year to date. It's not just the investment by the U.S. government that has fueled Intel, as it also got a $5 billion investment from Nvidia (NASDAQ: NVDA) to partner on making chips for data centers and PCs. Where to invest $1,000 right now? Our analyst team ju ...