Business intelligence

Business intelligence

Meta's sheer earnings power (now driven by AI) and its owner‑operator discipline make this stock look not just cheap, but among the best stocks in the market to own right now. In the latest quarters, revenue growth has been in the mid‑to‑high‑teens, with this growth driven almost entirely by the Family of Apps (Facebook, Instagram, WhatsApp, and Threads).

UBS expects the stock's 43% price-to-earnings discount to narrow "meaningfully" with continued risk reduction. PG&E's data center pipeline stands at 3.6 GW in final engineering, up from 1.6 GW in Q3 2025, representing a significant load growth catalyst. Management guided for 2026 non-GAAP core EPS of $1.64 to $1.66, with a $73 billion five-year capital plan requiring no new common equity.

EEM has had a strong trailing year. The fund is up 32.81% over the past 12 months, though momentum has stalled sharply in recent weeks with the fund dropping sharply in the week ending March 6, 2026. The pullback reflects a broader shift in investor sentiment rather than any fund-specific issue.

The reason it's a hidden market is because there is excess demand given the price that is being charged. When the price of something scarce—concert tickets, Saturday night tables, theme park rides—is set far below what the market would naturally bear, the scarcity doesn't disappear. It just moves sideways, into queues, lotteries, intermediaries, and perks—into hiding, in other words.

CrowdStrike recorded its first-ever positive GAAP net income of $38.69 million, flipping from a $86.29 million loss in the same quarter a year ago. Revenue grew 23% year-over-year to $1.305 billion, edging past estimates. Ending ARR hit $5.25 billion, up 24%, while net new ARR of $330.7 million surged 47% year-over-year, a record.

The Ark project was one of eight developments rewarded with a multimillion-dollar tax break by the Ohio Tax Credit Authority - not on its own initiative, but on the recommendation of JobsOhio, an economic development nonprofit in the state. The data center company's tax break was the largest of the eight, according to Cleveland.com, and constitutes a ten-year sales exemption at 50 percent, mostly covering newly purchased equipment.

Over the last several years, the enhanced capabilities of artificial intelligence have resulted in its increased application and adoption across many and varied industries and occupations. However, reporting from across the private sector, academia, and media depict an uncertain picture of artificial intelligence's current and potential impact on the workforce, with some use cases demonstrating a high probability of job disruption and others making the case for employment growth.

This is an undervalued stock versus where people thought it was going to be. Broadcom just posted Q1 FY2026 revenue of $19.31 billion, up 29.5% year-over-year, beating estimates. The real story is AI: AI semiconductor revenue hit $8.4 billion, more than doubling year-over-year at 106% growth. That number exceeded even Broadcom's own forecast.

We expect to grow free cash flow by nearly 30% at the midpoint of our guidance. This growth is underpinned by our unreplicable solid waste network as well as the intentional investments we have made in recycling and renewable energy projects. - Jim Fish, CEO Waste Management

Dimensional US Targeted Value ETF (DFAT) delivers concentrated exposure to U.S. small-cap stocks that score highly on value and profitability metrics simultaneously. Rather than buying every cheap small-cap stock, Dimensional filters out unprofitable companies, overweighting those with low price-to-book ratios and stronger earnings. That dual screen is the key distinction from a plain vanilla small-cap value index fund.

Social sentiment on Ally has been consistently bearish across r/investing from late February through early March, with scores ranging from 25 to 35 on a 0-to-100 scale. Activity spiked on February 27, the busiest stretch in the dataset. The composite sentiment score sits at 46.55, pulled down by a social score of just 30 even as news sentiment reads a more constructive 63.09.

Kroger paid $883 million in dividends against $1.78 billion in free cash flow in FY2025, a coverage ratio of roughly 2x. On an adjusted basis, full-year adjusted EPS was $4.85, putting the payout ratio at approximately 29%. The GAAP alarm is real but misleading.

Customer service skills define how effectively employees represent a brand and resolve customer needs. In every industry, these skills determine whether a business builds loyalty or loses trust. Customers today expect responsiveness, empathy, and accuracy across every touchpoint-from phone calls and chats to social media interactions.

Revenue rose 8% year-over-year to $1.19 billion, topping the analyst consensus forecast of $1.16 billion. Adjusted earnings per ADS came in at 28 cents, topping the analyst consensus estimate of 17 cents. The Chinese video-sharing platform also saw continued momentum in user engagement with average daily active users climbing 10% Y/Y to 113 million during the quarter.

The Disney Experiences segment just delivered record quarterly revenue of $10.006 billion, and D'Amaro built that machine. The segment generated $9.99 billion in full-year operating income for FY2025, making it the company's most profitable division. A CEO whose fingerprints are all over that result is not a liability.

Micron's fiscal Q1 2026 results, reported December 17, 2025, were exceptional. Revenue came in at $13.64 billion, beating estimates by 5.91% and growing 56.65% year over year. Non-GAAP EPS of $4.78 exceeded the $3.9397 estimate by 21.33%. GAAP gross margin expanded from 38.4% a year ago to 56.0%, and free cash flow hit a company record of $3.91 billion.

Gartner says that its July 2025 survey of nearly 3,000 employees showed that 46 percent of managers are experimenting with AI to improve their work, compared to just 26 percent of employees. A separate survey conducted at the same time found that just 14 percent of managers said that they didn't face any challenges encouraging their teams to use AI.

Broadcom has beaten EPS estimates in each of the last eight quarters, and Polymarket crowd odds currently sit at 95.85% in favor of a beat. Last quarter was strong on paper. Broadcom reported Q4 FY2025 revenue of $18.02B, beating estimates by 2.63%, with AI semiconductor revenue up 74% year over year.

SPX Technologies has positioned itself at the intersection of two of the most durable infrastructure trends of this decade, data center cooling and engineered air movement, and the capacity to capture that demand is being built right now.

AT&T acquired the bundle for $108.7 billion in 2018 and exited for roughly $43 billion in 2022, booking a $47 billion loss in the process. The Ellison family is now paying $111 billion for those same assets, backed by $57.5 billion in debt from Bank of America, Citigroup, and Apollo. Bold move or billionaire ego trip?

The fact that some companies are not planning to switch to S/4HANA until 2030 does not mean that they will wait until then to make the switch. Rather, they simply need this time due to the complexity of their system landscapes. I see this as a reflection of the reality in IT departments. Skills shortages, parallel transformation projects, and limited budgets are also causing schedules to be pushed back.

From its IPO in 2016 to its peak in late 2024, the stock gained more than 4,000% as it regularly put up revenue growth of 20% or more, and delivered strong profit margins as well. The stock also benefited from a premium valuation. However, over the last year, The Trade Desk has collapsed. The adtech stock has fallen 83% from its peak in late 2024 as the business has slowed to its weakest growth rate ever, except for a brief dip during the pandemic.

PENN's diversified retail portfolio delivered a solid quarter during which retail adjusted EBITDAR grew year-over-year, after adjusting for poor weather in December. The company's interactive arm, which includes online sports betting and iCasino, hit a milestone in December by generating positive adjusted EBITDA for the month, attributed to rising iCasino activity, tighter expense management, and better sportsbook results after rebranding its U.S. platform to theScore Bet.