Salesforce, Qualcomm, Verint, Varonis and S&P Global are included in this Analyst Blog.

Nvidia has gained after Amazon, Google, Microsoft and Meta Platforms guided for around $325 billion in capital expenditures in their recent earnings reports.

BP PLC's upcoming strategic review "may have new impetus", analysts at Citi said after it emerged that activist investor Elliott Management is now involved, with other analysts suggesting chairman Helge Lund could be a target. The key strategic update, which was recently pushed back a few weeks to 26 February, "has seemingly taken an even more important turn", oil analysts at the investment bank said in a note to clients on Monday.

Tourmaline, Ovintiv and Arc Resources have been highlighted in this Industry Outlook article.

Enterprise Products Partners, with a market cap over $70 billion, offers a 6.5% dividend yield and has returned over $50 billion to shareholders. The company is investing $7.6 billion in capital projects, with significant growth expected from these investments, particularly in the Permian Basin. Strong financials enable Enterprise Products Partners to maintain high dividend yields and fund growth, with a low leverage ratio of 3.1x EBITDA.

EMCOR, MasTec, Dycom Industries, Primoris Services and Orion Group have been highlighted in this Industry Outlook article.

Since 2023 began, Wall Street's major stock indexes have been practically unstoppable. The ageless Dow Jones Industrial Average, benchmark S&P 500 (^GSPC -0.95%), and growth-powered Nasdaq Composite have ascended to numerous record-closing highs.

ASML's long-term growth potential remains solid due to its dominance in the EUV lithography market and increasing AI demand, despite recent EPS estimate downgrades. Big tech companies' significant CapEx plans for AI infrastructure should benefit ASML, enhancing its growth outlook despite DeepSeek concerns. ASML's recent earnings were strong, with Q4 2024 revenue up 24% YoY and full-year 2025 revenue expected to grow by 15%.

Tesla didn't feature in advertising during Super Bowl 59. Surprisingly, SpaceX did.

OBIL offers low-risk exposure to 12-month Treasury Bills with a 4.04% yield, making it appealing amid persistent inflation. Core PCE inflation is driven by the super-core services component, particularly financial and healthcare services, with tight labor markets contributing to its stickiness. The Fed's restrictive monetary policy and strong labor market conditions suggest OBIL's yield is unlikely to face downward pressure.

Dow's stock has been declining due to weak earnings and revenue, but the dividend is very attractive and potentially sustainable. Short-term challenges include high feedstock costs and planned maintenance, but long-term prospects are promising with economic recovery and cost-saving measures. The Texas-8 Cracker's return to full production and the Path2Zero program are expected to boost future earnings significantly.

Investors looking for ways to pump up their passive income streams might want to turn their heads toward the pharmaceutical industry. At recent prices, you can buy shares of Merck (MRK -0.88%) that offer a yield above 3%, and shares of Pfizer (PFE -0.35%) offer a yield above 6%.

Reiterated bullish stance on Star Group due to strong technicals, elevated margins, and volume growth, with a 10% return over the past 5+ months. SGU's Q1 saw colder temperatures and acquisitions driving volume gains, net profit jumped to $32.6 million, and dividend yield remains well-covered. Attractive valuation with a trailing P/E of 7.7 and a projected annual rate of return of 12.16%, supported by consistent growth and payout ratios.

Despite supplying some of the world's most sought-after chips, Advanced Micro Devices (AMD -2.36%) has declined 49% since it peaked in March 2024. Over the same period, Nvidia stock has increased about 40%.

Healthcare stocks have something to offer every investor. If you're looking for high growth, you can try an innovative biotech that may launch game-changing products down the road.

Finnish telecommunications equipment giant Nokia announced on Monday that chief executive Pekka Lundmark would step down and be replaced by Justin Hotard, the head of AI and data centers at US chip-maker Intel.

Artificial intelligence (AI) has probably been the hottest investment theme on the planet over the past year. Companies involved in this high-growth area have seen their share prices climb in the triple digits and have fueled gains in the three major benchmarks -- the S&P 500, the Dow Jones Industrial Average, and the Nasdaq.

PTF invests in technology stocks with strong momentum and has outperformed QQQ, but its 0.60% expense ratio is higher than QQQ's 0.20%. The fund's high exposure to small-cap stocks introduces volatility and underperformance during market downturns, despite its strong growth profile. PTF's high turnover ratio of 181% could drag performance due to increased trading costs, compared to QQQ's 8% turnover ratio.

Schwab Fundamental Emerging Markets Equity ETF holds about 400 stocks listed in emerging markets, weighted based on sales, cash flow, dividend yield, and buybacks. FNDE has attractive valuation and performance metrics in its category, but it is overweight in financials and in China. The aggregate weight of China and Taiwan has increased to almost 60%: a huge exposure to geopolitical risks.

Hims & Hers stock price continues to fire on all cylinders this year and is hovering near its highest level on record. It has soared by almost 1,500% from its lowest level in 2023, transforming it into a leading juggernaut with a market cap of over $9.3 billion.