U.S. stock futures rose on Wednesday following Tuesday’s sharp sell-off. Futures of major benchmark indices were higher.On Tuesday, the S&P 500 index recorded its worst session since October 2025, dipping more than 2% during the session as risk-off sentiment intensified following President Donald Trump's aggressive new trade stance toward Europe. Trump threatened several European countries with additional tariffs starting Feb. 1 if negotiations over Greenland control fail, with duties potentially rising to ...

In the current market session, HP Inc. (NYSE:HPQ) price is at $21.56, after a 0.42% spike. However, over the past month, the stock decreased by 13.93%, and in the past year, by 34.59%. Shareholders might be interested in knowing whether the stock is undervalued, even if the company is performing up to par in the current session. HP P/E Compared to CompetitorsThe P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the ...

27.3k previously): This mainly reflects upside from Hon Hai and Quanta. We maintain our view that 2026 will be another strong year for downstream rack assembly. We think 70-80k racks could be built and delivered to data centers. January 8, 2026 07:19 PM GMT Greater China Technology Hardware | Asia Pacific GB200/300 NVL72 Racks in December We provide monthly and quarterly rack shipment forecasts by ODM for 2025. Within the major GPU AI server ODMs, our order of preference is Wistron > Hon Hai > Quanta. Key T ...

Today, Jan. 8, 2026, investors are rethinking Apple’s AI roadmap and ecosystem strength as Alphabet pulls ahead in AI race.NASDAQ : AAPLAppleToday's Change( -0.42 %) $ -1.10Current Price$ 259.23Key Data PointsMarket Cap$3.8TDay's Range$ 255.70 - $ 259.2852wk Range$ 169.21 - $ 288.62Volume2.5MAvg Vol45MGross Margin46.91 %Dividend Yield0.40 %Leading tech giant, Apple (AAPL 0.42%), closed Thursday’s session at $259.04, down 0.42%. Trading volume reached 50.2 million shares, coming in roughly 10% above its thre ...

In the current session, Super Micro Computer Inc. (NASDAQ:SMCI) is trading at $29.91, after a 0.35% drop. Over the past month, the stock fell by 12.10%, and in the past year, by 8.27%. With performance like this, long-term shareholders are more likely to start looking into the company's price-to-earnings ratio. How Does Super Micro Computer P/E Compare to Other Companies?The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earni ...

I’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvestment runway, and management quality—and how those factors translate into long-term free cash flow generation and shareholder value creation. I focus on fundamental research, and I tend to focus on sectors with st ...

Nuthawut Somsuk / iStock via Getty Images 2025 was the year of exchange-traded funds, and I strongly believe the momentum will continue throughout 2026. Investors are flocking to ETFs to handle market uncertainties, and if you’re on the search for a well-diversified ETF but want to look beyond the obvious, there are several ETFs that will fit the bill. The classic Vanguard and Fidelity offer various ETFs, but it is time to look beyond them. Fear not, there are a good number of ETFs that can offer an ide ...

Group 1: Lululemon Athletica - Lululemon Athletica's stock price has decreased by approximately 45% over the past year due to slowing sales growth in North America, increased competition, tariffs impacting margins, and a recent CEO transition [4][7] - The company announced that CEO Calvin McDonald will leave his position effective January 31, 2026, with interim co-CEOs appointed during the search for a replacement [5] - Elliott Management has taken a significant stake in Lululemon and is influencing the decision regarding the new CEO [6] - In the third quarter, net revenue in the Americas decreased by 2%, with comparable-store sales dropping by 5%, reflecting consumer hesitance in a weakening economy [7] - Conversely, the international segment saw a 33% increase in net revenue in the third quarter, with China experiencing a 46% revenue gain [8] - Lululemon maintains a strong market presence in women's active apparel and is addressing product issues by accelerating development times and planning to refresh 35% of its spring 2026 product lineup [9][10] - The company has a robust balance sheet with over $1 billion in cash and no long-term debt, generating high returns on invested capital (ROIC) of around 30% [12] - Despite the stock's decline, it trades at a forward price-to-earnings ratio of approximately 15, suggesting that much of the negative news may already be priced in [13] Group 2: Zebra Technologies - Zebra Technologies' stock price has fallen nearly 37% over the past year, with the company providing hardware, software, and services that digitize and automate workflows [14] - The Enterprise Visibility & Mobility (EVM) segment accounts for about two-thirds of total revenue, generating $865 million in net sales in the third quarter, contributing to a total revenue of $1.32 billion, which is a 5% increase year-over-year [16] - The Asset Intelligence & Tracking (AIT) segment generated $455 million in net sales, focusing on barcode printing and asset tracking solutions [17] - The demand for Zebra's products is driven by the ongoing shift towards automation and digital transformation, with over 80% of Fortune 500 companies utilizing its technology [18] - Zebra is accelerating its focus on artificial intelligence, integrating advanced chipsets into devices and developing AI-powered applications, with revenue expected to materialize starting in 2026 [19][20] - The company is exiting its autonomous mobile robotics division, indicating a strategic pivot towards AI software and hardware [21]

Core Viewpoint - Western Digital Inc. has shown significant stock performance, with a 301.12% increase over the past year, leading to optimism among long-term shareholders, while concerns about potential overvaluation arise from the price-to-earnings (P/E) ratio analysis [1]. Group 1: Stock Performance - The current stock price of Western Digital Inc. is $182.72, reflecting a 1.76% increase in the current session [1]. - Over the past month, the stock has increased by 10.60% [1]. - The stock has experienced a remarkable 301.12% increase over the past year [1]. Group 2: P/E Ratio Analysis - The P/E ratio is a critical metric for long-term shareholders to evaluate the company's market performance against historical earnings and industry standards [5]. - Western Digital Inc. has a P/E ratio of 25.29, which is lower than the industry average P/E ratio of 35.47 in the Technology Hardware, Storage & Peripherals sector [6]. - A lower P/E ratio may suggest that shareholders expect the stock to perform worse than its peers or that the company is undervalued [6]. Group 3: Limitations of P/E Ratio - While a lower P/E can indicate undervaluation, it may also imply a lack of expected future growth [9]. - The P/E ratio should not be analyzed in isolation; other factors such as industry trends and business cycles also influence stock prices [10]. - Investors are advised to consider the P/E ratio alongside other financial metrics and qualitative analyses for informed investment decisions [10].

Core Viewpoint - Dell Technologies Inc. is experiencing a mixed performance in its stock price, with a recent increase but a decline over the past month, raising questions about its valuation relative to market expectations [1]. Group 1: Stock Performance - The current share price of Dell Technologies is $128.55, reflecting a 0.73% increase [1]. - Over the past month, the stock has decreased by 3.73%, while it has increased by 9.42% over the past year [1]. Group 2: P/E Ratio Analysis - Dell Technologies has a lower P/E ratio compared to the aggregate P/E of 36.11 for the Technology Hardware, Storage & Peripherals industry, suggesting potential undervaluation [6]. - A lower P/E ratio may indicate that shareholders do not expect better future performance or that the company is undervalued [5]. - While a low P/E can suggest undervaluation, it may also reflect weak growth prospects or financial instability, necessitating a cautious approach [9][10].