For investors looking for a company prepared for a multi-year artificial intelligence (AI) megatrend while still returning capital to shareholders, Oracle (ORCL) might just be the right choice. The company has positioned itself as a full-stack, enterprise-data and AI cloud provider, with a huge backlog of contracted future revenue, rapidly growing cloud consumption, and an active return-of-capital program. Oracle's first-quarter fiscal 2026 results delighted investors and analysts, pushing the stock up ne ...

Salesforce Inc. CRM CEO Marc Benioff expressed admiration for Palantir Technologies Inc. PLTR during Tuesday’s Goldman Sachs Communacopia+Technology conference, highlighting the data analytics company’s premium pricing model.Check out the current price of CRM stock here.Benioff Praises Palantir’s Market Valuation“Oh my gosh. I am so inspired by that company,” Benioff told CNBC. “I mean, not just because they have 100 times, you know, multiple on their revenue, which I would love to have that too. Maybe it’l ...

Core Insights - Vanguard Growth ETF (VUG) has shown a remarkable gain of over 28% in the past year, positioning it as a potential cornerstone for modern portfolios [2][11] - The fund's strategy focuses on tracking the CRSP US Large Cap Growth Index, targeting companies with strong growth potential and high returns on assets [3][12] - VUG's top holdings include major players like NVIDIA (12.65%), Microsoft (12.19%), and Apple (9.49%), reflecting a significant concentration in the technology sector, which constitutes 49.1% of its assets [4][5] Performance Metrics - Over the past decade, VUG has generated an average annualized return of over 17%, consistently outperforming the S&P 500 [8] - The fund has a Sharpe ratio indicating superior risk-adjusted returns, showcasing its ability to capitalize on market momentum [9] - VUG operates with an ultra-low expense ratio of 0.04%, allowing a larger portion of returns to remain with investors [9][10] Investment Proposition - VUG combines a forward-looking portfolio of market leaders with a proven track record of high, risk-adjusted returns, making it a compelling investment option [12] - The fund is well-positioned for investors with a multi-year horizon who are optimistic about American innovation, serving as a strong candidate for a core holding [13]

Core Viewpoint - Nvidia is currently considered a bargain despite its status as a leading AI stock, with significant revenue and share price growth in recent quarters [1]. Nvidia's AI Strengths - Nvidia is the largest seller of GPUs, essential for AI model training and operations, and has expanded its offerings to include enterprise software and industry-specific platforms [3][4]. - The company is positioned to benefit from the growing AI market, which is projected to expand from $300 billion to $2 trillion in the coming years [5]. Financial Performance - Nvidia has consistently delivered impressive revenue growth, finishing the latest fiscal year with over $130 billion in revenue and a 69% increase to $44 billion in the most recent quarter [6]. - The company has maintained high gross margins, exceeding 70% during product launches and around 60% even amidst significant charges related to export controls [8]. Commitment to Innovation - Nvidia's ongoing commitment to innovation is crucial for maintaining its competitive edge, with a roadmap for product updates extending to 2028 [9]. - The company has established itself as a leader in the AI boom, with expectations for continued growth as the overall AI market expands [10]. Valuation and Investment Potential - Nvidia's stock is currently trading at 34 times forward earnings estimates, a decrease from 50 earlier in the year, making it an attractive investment opportunity [11].

PHILADELPHIA, May 15, 2025 (GLOBE NEWSWIRE) -- The law firm of Barrack, Rodos & Bacine announces that a class action lawsuit has been filed on behalf of investors who purchased stock in Digimarc Corp. (NASDAQ: DMRC) between May 3, 2024 and February 26, 2025.  Digimarc is a provider of enterprise software. WHAT’S THIS ABOUT?On February 26, 2025, Digimarc released results for the 2024 fourth quarter and fiscal year.  The company revealed that its annual revenue had decreased from $23 million to $20 million du ...

Core Viewpoint - Bandwidth (BAND) reported quarterly earnings of $0.36 per share, exceeding the Zacks Consensus Estimate of $0.29 per share, and showing an increase from $0.27 per share a year ago, indicating a 24.14% earnings surprise [1] Financial Performance - Bandwidth achieved revenues of $174.24 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 3.18% and reflecting a year-over-year increase from $171.03 million [2] - The company has exceeded consensus EPS estimates three times over the last four quarters and has topped consensus revenue estimates four times in the same period [2] Stock Performance and Outlook - Bandwidth shares have declined approximately 27.9% since the beginning of the year, contrasting with the S&P 500's decline of 4.7% [3] - The company's earnings outlook is crucial for assessing future stock performance, with current consensus EPS estimates at $0.31 for the upcoming quarter and $1.51 for the current fiscal year [7] Industry Context - The Communication - Infrastructure industry, to which Bandwidth belongs, is currently ranked in the top 39% of over 250 Zacks industries, suggesting a favorable industry outlook [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact Bandwidth's stock performance [5]