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W.W. Grainger: Great Growth, But Not Enough (NYSE:GWW)
Seeking Alpha· 2026-01-20 17:04
Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...
Loews Corporation to Release Fourth Quarter 2025 Results on February 9, 2026
Prnewswire· 2026-01-20 15:00
NEW YORK, Jan. 20, 2026 /PRNewswire/ -- Loews Corporation (NYSE: L) will report fourth quarter 2025 financial results on Monday, February 9, 2026. On that date the Company will also post earnings remarks on its website. These remarks will include commentary from the Company's Chief Executive Officer, Ben Tisch, and Chief Financial Officer, Jane Wang. The news release and earnings remarks will be available online at the Loews Corporation website (www.loews.com). About Loews Corporation Loews Corporation is ...
Asset Manager Highlights Gold And Copper, Warns About Selectivity And Volatility - Global X Copper Miners ETF (ARCA:COPX), VanEck Gold Miners ETF (ARCA:GDX)
Benzinga· 2026-01-20 11:33
Commodities have entered 2026 on firm ground, as asset manager Ninety One Plc (OTC:NINTF) highlights gold and copper as the most compelling opportunities within the sector.In the Natural Resources 2026 Outlook, the firm argues that structural demand drivers, constrained supply, and sharply improving mining margins present a constructive outlook. Still, they note volatility as a defining feature of the asset class.Leading OpportunitiesWith supportive macro conditions, gold remains in focus. A softer US dolla ...
Is it Time to "Sell America"?
Yahoo Finance· 2026-01-20 10:51
Equities: Global equity markets saw continued selling Tuesday in response to the heat being turned up under the rhetoric coming from the US president and response from European leaders. US stock index futures were in the red across the board, led by the March Nasdaq issue ((NQH26) with a loss of 560 points (2.2%). The March S&P issue (ESH26) was down 125 points (1.8%) while the nearby Dow Jones Industrial Average contract (YMH26) was off 837 points (1.7%). A look at global markets and we see indexes in Asia ...
Davos 2026: Hitachi India bets big on rail, energy, payments sectors; lauds faster implementations
The Economic Times· 2026-01-20 07:14
This is also leading to deal sizes getting much bigger now between India and Japan, while deals are no longer limited to the two governments, with a lot of private sector deals happening across equity, debt and partnerships, Kaushal told PTI here during the World Economic Forum Annual Meeting. Crediting the Indian government, he said implementation is one area that has really transformed in the past decade, whether it is the modernisation and expansion of Indian railways or metro urban mobility solutions. ...
Slow start to year for ASX IPOs with only two set for February; Barkly REE delayed
The Market Online· 2026-01-20 03:39
Core Viewpoint - The Australian IPO market is currently facing challenges, with a lack of new listings and a recent withdrawal of Barkly Rare Earths from its planned IPO, indicating a continued struggle for new company listings despite some optimism in the metals market [1][2][5]. Group 1: IPO Market Status - Unity Metals recently listed on the ASX, marking the first IPO of the calendar year 2026 [1]. - Barkly Rare Earths has postponed its listing from January 22 to an indefinite status, contributing to a bleak outlook for new IPOs [1][5]. - The easing of ASX IPO listing rules last year has not significantly improved the situation, as the market still resembles the IPO drought experienced in late CY23 [2][3]. Group 2: Upcoming Listings - Two upcoming IPOs are scheduled for February: Eastern Gas Corporation aiming to raise $5.5 million and Macallum New Energy targeting $9 million, both categorized as smaller listings [6]. - There is a notable absence of larger, high-profile companies looking to list, with Canva confirming it will not pursue an ASX IPO, leaving investors awaiting a significant listing [6]. Group 3: Market Sentiment - Despite the recent enthusiasm in metals prices, the overall sentiment in the IPO market remains cautious, with stockbrokers returning from holidays in anticipation of new listings [2][4]. - The current environment suggests that investors who favor IPOs may find limited opportunities in the near term [5].
Best Value Stocks to Buy for January 19th
ZACKS· 2026-01-19 12:35
Here are three stocks with buy rank and strong value characteristics for investors to consider today, January 19th: Prairie Operating Co. (PROP) : This independent energy company, which is engaged in the development and acquisition of proven, producing oil and natural gas resources principally in the United States, carries a Zacks Rank #1 (Strong Buy), and has witnessed the Zacks Consensus Estimate for its next year earnings increasing 4.5% over the last 60 days.Prairie Operating's has a price-to-earnings ...
More Than Just Chips: Why the AI Revolution Needs These 5 Companies
The Smart Investor· 2026-01-19 09:30
Core Viewpoint - The global AI ecosystem is structured as a "five-layer cake," consisting of energy, chips, cloud, AI models, and applications, with various companies leading each layer, presenting investment opportunities across the ecosystem [1]. Layer 1: Energy - Constellation Energy is the largest producer of reliable, clean energy in the US, with nuclear power accounting for approximately two-thirds of its output [2]. - In 3Q2025, operating revenues increased by 0.31% YoY to US$6.6 billion, while adjusted non-GAAP operating earnings rose by 10.7% YoY due to fewer nuclear outage days [2]. - For 9M2025, operating cash flow turned positive at US$3.4 billion, a significant improvement from an outflow of US$1.44 billion the previous year [3]. - The company aims for a long-term growth target of 13% per year in operating earnings through 2030 [4]. Layer 2: Chips - NVIDIA has evolved from a GPU provider for gaming to a leader in AI architecture, now dominating the networking business for generative AI models [5]. - In 3QFY2026, revenue grew by 62.5% YoY to US$57 billion, with net income increasing by over 65% to nearly US$32 billion [6]. - Free cash flow for the same period rose by 31.5% YoY to US$22.1 billion, driven by the demand for NVIDIA's advanced GPU architecture [6]. - The company's CUDA platform supports virtually all current and emerging AI models, establishing a strong competitive moat [7]. Layer 3: Infrastructure - Microsoft’s Azure holds a 20% share of the global cloud market, ranking second after AWS [8]. - In 1QFY2026, Microsoft's revenue and net income increased by 18.4% YoY to US$77.67 billion and 12.5% YoY to US$27.75 billion, respectively [9]. - Operating cash flow surged nearly 32% YoY to US$45.1 billion, driven by cloud strength [9]. - Microsoft integrates AI into its enterprise ecosystem, enhancing demand for Azure and achieving over 100% growth in commercial bookings [10]. Layer 4: AI Models - Alphabet employs a proprietary full-stack approach to AI model development, distinguishing itself from competitors [11]. - In 3Q2025, Alphabet's revenue rose by nearly 16% YoY to US$102.3 billion, with net income increasing almost 33% YoY to US$35 billion [11]. - The company’s vertically integrated AI ecosystem allows for innovation and monetization across multiple layers with high efficiency [11]. Layer 5: Applications - Salesforce leads the CRM technology market with a 20.7% share, reporting an 8.6% revenue increase to US$10.3 billion in 3QFY2026 [12]. - Net earnings and free cash flow surged by 36.6% and 22.3% YoY to US$2.1 billion and US$2.2 billion, respectively [12]. - The deployment of agentic AI through the Agentforce Platform has enabled clients to automate up to 98% of manual activities [13]. - Agentforce accounted for six out of ten deals in the latest quarter, showcasing strong market momentum [14].
AST SpaceMobile (ASTS) Rockets to All-Time High on MDA Prime Contract Award
Insider Monkey· 2026-01-17 07:59
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
Venture Global (VG) Extends Run on 5th Day, Soars 10.5% on Strong Power Demand
Yahoo Finance· 2026-01-17 07:16
We recently published 10 Firms Making Effortless 10-40% Gains. Venture Global Inc. (NYSE:VG) was one of Friday's top performers. Venture Global extended its winning streak to a 5th consecutive day on Friday, climbing 10.55 percent to close at $8.80 apiece as investor appetite was bolstered by the colder months’ seasonally rosy period for the energy sector. Typically, traders view the winter season as the strongest period for the energy sector as households and businesses ramp up their power consumption f ...