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Exxon's CEO Is Positioning the Company to Operate Profitably for ‘Decades to Come'
Barrons· 2025-12-28 15:00
Exxon Mobil has raised its dividend for 43 consecutive years, and the payout looks safe even if crude falls to $40 a barrel. ...
RBC Capital Updates Canadian National (CNI) Outlook Ahead of Rail Earnings Season
Yahoo Finance· 2025-12-28 14:59
Canadian National Railway Company (NYSE:CNI) is included among the 15 Dividend Stocks with Low Payout Ratios and Strong Upside. RBC Capital Updates Canadian National (CNI) Outlook Ahead of Rail Earnings Season Photo by Vitaly Taranov on Unsplash On December 18, RBC Capital lowered its price target on Canadian National Railway Company (NYSE:CNI) to C$153 from C$158 and kept an Outperform rating. The change came as part of a broader note previewing fourth-quarter results for Class I railroads. The firm sa ...
Morgan Stanley Highlights Viterra Synergy Upside in Bunge’s (BG) Outlook
Yahoo Finance· 2025-12-28 14:54
Bunge Global SA (NYSE:BG) is included among the 15 Dividend Stocks with Low Payout Ratios and Strong Upside. Morgan Stanley Highlights Viterra Synergy Upside in Bunge’s (BG) Outlook On December 16, Morgan Stanley upgraded Bunge Global SA (NYSE:BG) to Overweight from Equal Weight and raised its price target to $120 from $95. The firm said synergy optionality improves the risk and reward profile for the stock. In particular, synergies tied to Viterra could come in better than expected, according to the ana ...
DA Davidson Highlights Timberland Upside in Weyerhaeuser’s (WY) Medium-Term Plan
Yahoo Finance· 2025-12-28 14:51
Weyerhaeuser Company (NYSE:WY) is included among the 15 Dividend Stocks with Low Payout Ratios and Strong Upside. DA Davidson Highlights Timberland Upside in Weyerhaeuser’s (WY) Medium-Term Plan On December 15, DA Davidson kept a Buy rating and a $31 price target on Weyerhaeuser Company (NYSE:WY). The firm said it was encouraged by the medium-term goals management laid out at its Investor Day last week. DA Davidson pointed to the expected $380 million uplift from Timberlands and Strategic Land Solutions, ...
Apple: Quality Vs. Price (NASDAQ:AAPL)
Seeking Alpha· 2025-12-28 14:28
A. B. Goodman is a licensed attorney, securities industry dispute resolutions arbitrator, a writer of articles addressing issues of current interest, and a novelist. He is the author of the forthcoming action-packed Wall Street murder/mystery thriller, "The Bank."He holds a B.A. from Emory University, where he concentrated on history and economics. He also holds a Juris Doctorate degree from the University of California at Los Angeles Law School and is a member of the Bar, licensed to practice law in severa ...
Looking to Supercharge Your Passive Income in 2026? These 3 Stocks Offer Yields as High as 10.3%.
The Motley Fool· 2025-12-28 14:15
These stocks offer monster yields backed by sustainable financial profiles.Most stocks offer pretty pedestrian dividend yields these days. The S&P 500's dividend yield is near rock bottom at around 1.1%, a low it hasn't touched in over a quarter-century. That's making it more difficult to generate passive income from dividend stocks. However, several companies offer big-time yields. Here are three intriguing options with yields as high as 10.3%. Starwood Property TrustStarwood Property Trust (STWD +0.03%) l ...
Mcap of 7 of top-10 most valued firms declines by Rs 35,439 cr; SBI biggest laggard
The Economic Times· 2025-12-28 14:13
SynopsisThe combined market valuation of seven of the top-10 most valued firms declined by Rs 35,439.36 crore in a holiday-shortened last week, with State Bank of India taking the biggest hit, in line with a muted trend in equities. ...
Microsoft: The AI Utility Thesis - Weighing $392 Billion Backlog Against CapEx Depreciation Cliff
Seeking Alpha· 2025-12-28 14:11
微软投资论点 - 投资论点的核心在于公司已从人工智能实验阶段(与OpenAI合作)转向大规模商业化阶段 [1] 财务与业务表现 - 在2026财年第一季度,公司的商业预订量实现了112%的同比增长 [1]
This AI Stock Is Quietly Outperforming Nvidia in 2025
The Motley Fool· 2025-12-28 14:10
英伟达与Alphabet的AI市场表现对比 - 英伟达是过去几年市场关注的领先AI芯片设计商,其股价在过去五年飙升了1300% [1] - 2025年,英伟达营收创纪录且需求旺盛,股价实现两位数增长,但并非年度最大赢家 [2] - Alphabet在2025年股价涨幅预计超过65%,正悄然超越英伟达的表现 [4] Alphabet的核心业务与市场地位 - Alphabet旗下拥有全球市场份额超过90%的谷歌搜索,是公司数十亿美元营收和稳定增长的基础 [5] - 广告业务是Alphabet营收的主要来源,广告商聚集在谷歌平台以触达用户 [5] - Google Cloud是另一个重要且增长的收入来源,提供AI工具和平台 [6] - 在最近一个季度,受AI基础设施和生成式AI服务需求推动,Google Cloud营收增长了34% [6] Alphabet的财务里程碑与增长动力 - 广告业务的实力和Google Cloud的增长,帮助公司在最近一个季度首次实现了单季营收1000亿美元 [8] - 分析师预测AI市场规模可能在几年内达到数万亿美元 [8] - Alphabet通过Google Cloud满足客户多样化的AI需求,处于有利的受益地位 [8] - 公司基于其大型语言模型Gemini为客户提供服务,并利用Gemini改进自身业务(如优化广告体验)[6] 近期利好事件与估值分析 - 9月初,美国联邦法官在一起反垄断案件中排除了拆分谷歌(出售Chrome或Android操作系统)的最坏情况,消除了公司及其投资者的最大风险 [9] - Alphabet基于远期收益预估的市盈率为29倍,相比英伟达估值更为便宜 [10] - 公司不仅提供英伟达系统,还为客户提供多种替代方案,有望在AI市场增长中受益 [11] 投资吸引力与前景展望 - 公司主要的利润引擎——广告业务,无论AI支出环境如何,都可能持续带来营收增长,为投资者提供了安全感 [12] - 其合理的估值可能吸引寻求价格合理AI股票的买家 [11] - 有理由对Alphabet明年的表现持乐观态度,其甚至可能继续跑赢英伟达 [12]
Is Recent IPO Stock Heartflow a Buy After a Director Scooped Up Shares Worth Over $1 Million?
The Motley Fool· 2025-12-28 14:08
AI-powered cardiac diagnostics firm HeartFlow reported a recent insider buy, as disclosed in the latest SEC filing.Jeffrey Lightcap, a member of the Board of Directors of HeartFlow (HTFL 2.00%), acquired 40,000 common shares in an open-market transaction valued at $1,053,680 on Dec. 16, 2025; see SEC Form 4 filing.Transaction summaryMetricValueShares traded40,000Transaction value$1.1 millionPost-transaction shares (direct)40,000Post-transaction shares (indirect)6,697,556Post-transaction value (direct owners ...