With a market cap of $15.5 billion, Trimble Inc. (TRMB) provides software, hardware, and positioning solutions to help professionals and field workers enhance and transform work processes across industries such as architecture, engineering, construction, transportation, and logistics. It delivers advanced design, data collection, positioning, and management solutions to customers across North America, Europe, the Asia Pacific, and international markets. Shares of the Westminster, Colorado-based company h ...

With a market cap of $472.9 billion, Oracle Corporation (ORCL) is a global enterprise technology company that provides cloud software, infrastructure, databases, hardware, and consulting services to businesses, governments, and educational institutions worldwide. It delivers solutions spanning cloud applications, industry-specific platforms, and advanced technologies such as AI, machine learning, and autonomous databases. Shares of the Austin, Texas-based company have lagged behind the broader market ove ...

Core Insights - IBM has recently outperformed market expectations, reporting a revenue of $19.69 billion in the fourth quarter, which is a 12.1% increase year-over-year and surpasses the anticipated $19.21 billion [2][5] - The company's stock surged by 9% to $321, driven by impressive financial results and strong growth in its software segment [2][5] - Despite strong current performance, IBM's guidance for 2026 forecasts only a 5% sales growth, raising concerns about future growth prospects [3][5] Financial Performance - IBM reported adjusted earnings per share of $4.52 on sales of $19.69 billion, exceeding Wall Street's expectations of $4.30 EPS on $19.22 billion in sales [3] - The strong growth in the software segment was a key contributor to the positive financial outcome [3] Strategic Developments - IBM's GenAI order book is valued at $12.5 billion, primarily consisting of consulting services, which have seen a growth of just 1% [4] - The recent $11 billion acquisition of Confluent has raised concerns, particularly as the growth of Red Hat is slowing [4] - Despite challenges, the demand for AI cloud services remains high, providing potential growth opportunities for IBM [4] Market Position - Daniel Ives from Wedbush set a new price target for IBM at $340, indicating a 15.58% increase from its current trading price of $294.16 [1] - IBM competes with other tech giants like Microsoft and Amazon in the cloud and AI sectors [1]

Oracle Corporation (NYSE:ORCL) is one of the best stocks to buy right now. Oracle (ORCL) Gains Analyst Support with Cloud Growth, AI Adoption, and Data Center Expansion As of January 12, 2026, over 70% of analysts are bullish on Oracle Corporation (NYSE:ORCL), setting a $291.34 price target, which translates into 46.80% upside. The strong analyst sentiment was reflected in the January 12, 2026, analyst update, when Goldman Sachs initiated coverage of Oracle Corporation (NYSE:ORCL) with a ‘Buy’ rating an ...

Core Insights - Celestica, Inc. and Corning Incorporated are significant players in the global tech hardware ecosystem, with Corning focusing on advanced glass technologies and optical connectivity, while Celestica provides electronics manufacturing services and supply chain solutions [1][7] Market Overview - The global AI infrastructure market was valued at $35.42 billion in 2023 and is projected to reach $223.45 billion by 2030, growing at a compound annual growth rate of 30.4%, driven by the expansion of AI workloads [2] Celestica's Performance - Celestica's Connectivity & Cloud Solutions segment saw a 43% year-over-year revenue increase, driven by demand for advanced networking products like 400G and 800G switches, as well as enterprise-level data communications infrastructure [3][5] - The company is expanding its partnerships and launched the SC6110 storage controller, which is designed for AI infrastructure and high-performance computing [4] - Celestica's recent introduction of 1.6TbE data center switches indicates a focus on supporting high-bandwidth AI applications, which is expected to drive long-term growth [5] Corning's Performance - Corning is experiencing growth in its Optical Communications and Specialty Materials segments, benefiting from the increasing use of mobile and IoT devices and the demand for robust network architecture in AI data centers [7][8] - The company is innovating with advanced fiber and cable systems that enhance connectivity capacity in data centers without significant infrastructure changes [9] - Corning's consumer electronics segment is also a major growth driver, with collaborations with leading manufacturers and expansion into the automotive market [10] Competitive Landscape - Both companies face competition, with Corning competing against Amphenol Corporation in the communication components market, but its innovative product launches are expected to provide a competitive edge [12] - Celestica's revenue is significantly dependent on a few major customers, with 59% of its total revenues coming from three customers, posing a concentration risk [6][21] Financial Estimates - The Zacks Consensus Estimate for Celestica's 2025 sales and EPS indicates year-over-year growth of 26.31% and 52.06%, respectively, while Corning's sales are expected to grow by 12.99% with an EPS projected at $2.52 [13][15] - Over the past year, Celestica's stock has gained 205.3%, compared to Corning's 85.3% growth, but Corning appears more attractive from a valuation perspective with a lower price/earnings ratio [16] Investment Outlook - Celestica holds a Zacks Rank 3 (Hold), while Corning has a Zacks Rank 2 (Buy), indicating a more favorable investment outlook for Corning [17][22] - Both companies are expected to benefit from margin expansion in the AI infrastructure domain, but Corning's broader market exposure reduces its risk compared to Celestica's reliance on AI infrastructure investments [18][21][22]

HERZLIYA, Israel, Jan. 06, 2026 (GLOBE NEWSWIRE) -- Nayax Ltd. (Nasdaq: NYAX; TASE: NYAX), a global commerce enablement, payments, and loyalty platform designed to help merchants scale their business, today announced its participation in NRF 2026, taking place January 11–13, 2026 at the Jacob K. Javits Convention Center in New York. At NRF 2026, Nayax will showcase new products and platform enhancements designed for enterprise specialty and fashion retailers. The presentation will highlight Nayax’s expanded ...

Company Overview - Tractor Supply Company (TSCO) has a market cap of $26.8 billion and operates as a rural lifestyle retailer in the U.S., offering a variety of products including livestock and pet supplies, tools, and clothing [1] Financial Performance - TSCO is expected to announce its fiscal Q4 2025 results soon, with analysts predicting an EPS of $0.47, which represents a 6.8% increase from $0.44 in the same quarter last year [2] - For fiscal 2025, analysts forecast an EPS of $2.11, a rise of 3.4% from $2.04 in fiscal 2024, and an anticipated increase of 10.4% year-over-year to $2.33 in fiscal 2026 [3] Recent Stock Performance - TSCO shares have decreased by 6.9% over the past 52 weeks, underperforming the S&P 500 Index's return of 16.9% and the State Street Consumer Discretionary Select Sector SPDR ETF's return of 5.2% [4] - On October 23, TSCO shares rose by 2.8% following stronger-than-expected Q3 2025 results, with net sales increasing by 7.2% to a record $3.72 billion and comparable store sales up by 3.9% [5] Analyst Ratings - The consensus view on TSCO stock is cautiously optimistic, with a "Moderate Buy" rating. Among 30 analysts, 18 recommend "Strong Buy," one gives "Moderate Buy," and 11 indicate "Hold" [6] - The average analyst price target for Tractor Supply is $63.78, suggesting a potential upside of 25.5% from current levels [6]

Group 1 - Oracle Corporation is involved in a significant deal with OpenAI, which is a $300 billion five-year agreement that has not been formally announced but is reflected in the remaining performance obligation line [1] - The company provides a range of services including cloud and on-premise software, databases, IT infrastructure, hardware, consulting, and support services [2] - There is a belief that while Oracle has potential as an investment, other AI stocks may offer greater upside potential and carry less downside risk [3]

Group 1 - Oracle Corporation has a significant amount of debt, raising $18 billion in the bond market in September, which has led to increased scrutiny through aggressive buying of credit default swaps [1] - The company provides a range of services including cloud and on-premise software, databases, IT infrastructure, hardware, consulting, and support services to help businesses manage operations [2] - There is a belief that certain AI stocks may offer greater upside potential and carry less downside risk compared to Oracle, indicating a competitive landscape in the tech sector [3]

Core Insights - Corning Incorporated (GLW) is experiencing robust revenue growth, with Q3 revenues reaching $4.27 billion, up from $3.73 billion year-over-year, surpassing the Zacks Consensus Estimate of $4.21 billion [1][9] Optical Communications Segment - The demand for AI integration is driving hyperscalers to enhance their data center capabilities, benefiting Corning due to its extensive portfolio of data center solutions, including optical fiber and connectors. The Optical Communications segment is projected to generate $6.27 billion in revenues by 2025, reflecting a 34.7% year-over-year growth [2] Specialty Materials Segment - The Specialty Materials segment is a significant growth driver, with Corning focusing on advanced cover materials. The company is expected to generate $2.28 billion in revenues from this segment by 2025, indicating a 13.3% year-over-year increase [3] Solar Industry Entry - Corning's entry into the solar industry is seen as a high-return, low-risk opportunity, with the U.S. solar market projected to grow at a compound annual growth rate of 12.34% from 2025 to 2030. The company possesses essential components for innovation in this sector [4] Semiconductor Polysilicon Production - Corning is a leading producer of semiconductor polysilicon, crucial for solar wafer manufacturing. The establishment of the largest solar ingot and wafer facility in Michigan enhances its position in the U.S. solar supply chain [5] Revenue Growth of Other Tech Players - Ubiquiti, Inc. reported Q3 revenues of $733.8 million, up from $550.3 million year-over-year, driven by the proliferation of IoT devices. The company is expected to generate $2.66 billion in revenues from the Enterprise Technology segment in fiscal 2026, reflecting an 18.3% year-over-year growth [6] - Celestica, Inc. generated $3.19 billion in revenues in Q3, benefiting from the demand for AI infrastructure. The company is projected to achieve $3.45 billion in revenues by 2025, indicating a 35.46% year-over-year growth [7] Price Performance and Valuation - Corning's shares have increased by 89.2%, while the communications components industry has grown by 139.4%. The company's shares currently trade at 30.41 times forward 12-month earnings, which is lower than the industry average [10][11] Earnings Estimates - Earnings estimates for Corning for 2025 and 2026 have seen upward revisions over the past 60 days, indicating positive market sentiment [12]