“Let’s take them one by one because this feels like 2026 will be another year where individual stock picking is really going to start mattering. Remember, this is my big theme. Alphabet and NVIDIA, I think, are going to be two huge outperformers just like 2025… I gotta tell you, it does hurt me to see Alphabet as the best performing Mag Seven stock last year because, like an idiot, I sold it for the Charitable Trust. We threw in the towel last spring… But I spent the rest of the year regretting that move…Al ...

Core Insights - Hewlett Packard Enterprise Company (HPE) is a technology firm recognized for its servers and computer hardware, and it has diversified into cloud and AI computing [1] Group 1: Company Overview - HPE has expanded its business model beyond traditional hardware to include cloud and AI solutions, reflecting a broader trend in the technology sector [1] Group 2: Investment Focus - The article emphasizes a focus on income investing through various financial instruments, including common shares, preferred shares, and bonds, indicating a strategic approach to investment [1]

Core Viewpoint - Oracle Corporation is recognized as one of the best stocks to buy in the S&P 500, with varying analyst ratings and price targets reflecting mixed financial performance and future expectations [1][2][3]. Financial Performance - Oracle's diluted EPS for Q2 fiscal 2026 was reported at $2.26, surpassing estimates of $1.64 per share, but revenue, adjusted operating income, and Remaining Performance Obligations (RPO) fell short of Wall Street expectations [3]. - The company's revenue growth and earnings forecast for Q3 also did not meet analysts' estimates, leading to a revised capital expenditure projection of $15 billion higher than initially expected for the full year [4]. Analyst Ratings and Price Targets - Barclays maintains an Overweight rating on Oracle with a price target of $310, while RBC Capital has reduced its price target from $310 to $250, maintaining a Sector Perform rating [1][2]. - As of December 17, the consensus among Wall Street analysts is a Moderate Buy rating, with an average one-year price target of $308.87, indicating a potential upside of 67% [6]. Investment Considerations - Analysts highlight that growth in cloud revenue and RPO is being counterbalanced by negative free cash flow and increased capital expenditures, shifting investor focus towards capital efficiency rather than just revenue growth [5]. - Future share price stability is contingent on Oracle demonstrating capital efficiency, credible free cash flow recovery, and sustained margins [5].

This article looks at the 14 Best S&P 500 Stocks to Buy Now.The broad market index fell 1.16% on Wednesday to close at 6,721.43. The dip marked the fourth successive day of decline, amid the ongoing AI infrastructure selloff.The downturn has been sparked by reports of a prominent Oracle investor exiting from one of its data center projects. Investors have also been displeased with Broadcom’s recent quarterly earnings, in which management cited AI sales squeezing margins.Brian Mulberry, client portfolio mana ...

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These AI stocks look like bargains heading into the new year.Artificial intelligence (AI) stocks are starting to sell at discounted prices thanks to negative sentiment related to recently released Oracle (ORCL 2.66%) and Broadcom (AVGO 5.59%) earnings results.Oracle stock dropped because investors are worried about how OpenAI will afford its $300 billion deal for cloud computing space, and that doesn't even include OpenAI's deals with AI chipmakers. Meanwhile, Broadcom delivered excellent results for its AI ...

Core Viewpoint - Google stock has gained significant attention due to new AI product launches and ongoing antitrust developments, raising questions about its future valuation and potential for further appreciation [2][3]. Financial Performance - Alphabet has achieved an average annual growth rate of 11.0% in its top line over the last three years, with revenues increasing by 13% from $340 billion to $385 billion in the past 12 months [7]. - Quarterly revenues rose by 15.9% to $102 billion in the latest quarter, up from $88 billion a year prior [7]. - GOOGL's operating income for the last 12 months was $124 billion, reflecting an operating margin of 32.2% [8]. - The company produced nearly $151 billion in operating cash flow during the same period, with a cash flow margin of 39.3% [8]. - GOOGL reported a net income of approximately $124 billion, indicating a net margin of around 32.2% [8]. Valuation and Market Position - GOOGL is currently viewed as fairly priced, with a high valuation reflecting its strong operational performance and financial health [3]. - The company's market capitalization stands at $3.9 trillion, with a debt of $34 billion, resulting in a debt-to-equity ratio of 1.1% [10]. - GOOGL's cash and cash equivalents amount to $98 billion, producing a cash-to-assets ratio of 18.4% [10]. Resilience and Recovery - GOOGL has shown moderate resilience during economic downturns, performing slightly better than the S&P 500 index during various recessions [9]. - The stock experienced a peak-to-trough decline of 44.3% from November 2021 to November 2022 but fully recovered to its pre-crisis high by January 2024 [11]. - GOOGL stock has demonstrated a strong recovery pattern, rebounding from significant declines during past crises, including the 2008 financial crisis and the COVID-19 pandemic [11].

(Bloomberg) -- Oracle Corp. posted disappointing cloud revenue, suggesting it will take longer than expected for the company’s recent huge AI bookings to pay off.Fiscal second-quarter cloud sales increased 34% to $7.98 billion, while revenue in the company’s closely watched infrastructure business increased 68% to $4.08 billion. Both numbers fell just short of analysts estimates. Remaining performance obligation, a measure of bookings, jumped to $523 billion in the fiscal second quarter, which ended Nov. 30 ...

Core Viewpoint - Xunlei Limited (XNET) has experienced a decline in its stock price over the past two months after reaching a multi-year high in early October, indicating potential volatility in its market performance [1]. Company Summary - Xunlei Limited is a provider of digital entertainment, cloud computing, and distributed cloud services in China, highlighting its role in the technology and entertainment sectors [1].

Group 1 - The market maintains a positive outlook for the Magnificent Seven Shares, particularly Microsoft (MSFT), driven by increasing demand for AI and cloud computing, along with stable digital services revenues [1] - Invest Heroes LLC, a CIS-based research firm established in 2018, has gained recognition for its equity and fixed income research services, covering over 120 Russian, US, and Chinese stocks, and 200 Russian bonds [1] - The firm has achieved significant milestones, including participation in Refinitiv and Factset, and recognition as top analysts in the Refinitiv rating for several Russian companies [1] Group 2 - The research team at Invest Heroes LLC consists of 9 analysts, including 2 strategists, and has developed detailed business models for each company to provide forecasts that often outpace market expectations [1] - The firm serves a diverse client base, including institutional clients, asset managers, and approximately 3000 private clients [1] - Contact information for key personnel, including the CEO and Head of Research, is provided for further inquiries [1]