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from24/7 Wall St.
2 days agoAfter Microsoft's Q1 Slide, Are the Bulls Still On Board?
Microsoft's stock is significantly undervalued compared to analyst price targets, despite strong revenue growth and consistent earnings performance.
The AI Citation Rate Benchmark is a standardized measurement framework for tracking how frequently AI-powered search engines cite a brand across generative responses.
Citi's concern is mainstream DDR5 16GB DRAM prices have fallen 6% since Micron's earnings report, driven by fears that TurboQuant, an algorithm-based memory compression technology, will structurally reduce memory demand. Citi isn't buying it.
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).
Total Revenue -- $792 million, exceeding the high end of previously issued guidance. Operating Expenses -- $618 million before depreciation, amortization, impairment, and asset gains/losses, which is $5 million below the low end of guidance. Broadcasting Expenses -- Declined by $78 million, or approximately 3%, for the full year compared to 2024.
Medtronic ( NYSE: MDT) delivered its strongest enterprise revenue growth in 10 quarters, posting 8.7% reported growth (6.0% organic) for Q3 fiscal 2026. Cardiac Ablation Drives Outperformance The Cardiovascular Portfolio led the quarter with 13.8% reported growth, powered by an exceptional 80% surge in Cardiac Ablation Solutions. U.S. cardiac ablation revenue exploded 137%, driven by the company's pulsed field ablation (PFA) portfolio. Cardiac Rhythm & Heart Failure revenue reached $1.86 billion, up 17%, while Diabetes posted 8.3% organic growth to $796 million.
Meta Platforms Inc. (NASDAQ:META) announced Wednesday that it is turning Threads into a much bigger business as the app matures into a fast-growing conversation hub. At the same time, the company's new AI lab starts producing models meant to power more consumer products and ad tools. Two years after launch, Threads has grown into a distinct community-driven platform with its own voices and niches, and it now reaches more than 400 million monthly active users, the company said in its blog.
Ophir Asset Management reported acquiring 2,384,187 shares of Magnite during the fourth quarter. The firm had no prior position in Magnite; the quarter-end value of the new stake stood at $38.70 million, reflecting both the purchase and stock price changes within the period.
Revenue -- $137.1 million, up 6% year over year in the fourth quarter. Contribution ex-TAC -- $65.2 million, showing 19% year-over-year growth and representing a 48% margin compared to 42% in the prior year. Adjusted EBITDA -- $24.3 million, increasing 53% year over year and implying an adjusted EBITDA to contribution ex-TAC margin of 37%. Operating Cash Flow -- $21.8 million for the quarter, increasing over 400% year over year.
Shares of AppLovin (NASDAQ: APP), the volatile, mobile game-focused adtech stock, were moving lower last month as the company faced another short-seller attack, software valuations came under scrutiny due to threats from AI, and Google unleashed a new platform for AI game creation, which was seen as a threat to gaming stocks. As a result, AppLovin stock fell sharply last month, closing January down 30%, according to data from S&P Global Market Intelligence.