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Accenture is set to report Q1 fiscal 2026 results on Dec. 18, with expected earnings of $3.74 per share and $18.6 billion in revenues. Analysts have revised EPS estimates upward, indicating confidence in Accenture's growth. Despite strong demand across regions, Accenture's stock has underperformed compared to peers. The company maintains strong liquidity and continues its acquisition strategy, though integration risks and high talent costs remain concerns. Investors are advised to hold off on buying until after the earnings report.
Cisco Systems, Inc. (CSCO) shares hit a record high for the first time in over 25 years, reaching $80.25 on December 10, 2025, as reported by Bloomberg. The stock increased by 0.9%, surpassing its previous high from March 27, 2000. Cisco is also among the 12 Best Performing Dow Stocks in 2025.
AT&T and Comcast are key players in the U.S. telecom market, driven by 5G adoption, fiber expansion, and mobile data traffic growth. AT&T is expanding its 5G capacity and integrating AI tools, while Comcast focuses on broadband and in-home WiFi. Both face competition from Verizon and others. The U.S. telecom market is expected to grow at a 6.8% CAGR from 2024 to 2029.
Investment experts remain optimistic about the stock market in 2026, despite common misconceptions about midterm election years being bad for markets. Louis Navellier highlights strong earnings growth, with 83% of S&P 500 companies posting positive surprises. Robinhood (HOOD) is a top pick, showing significant revenue and earnings growth. Tech expert Luke Lango emphasizes the ongoing AI megatrend, with companies like Nvidia and Salesforce showing strong demand and growth. Overall, experts suggest a bullish outlook for 2026.
This week saw notable insider trades among tech giants like Nvidia, Salesforce, and AMD. Nvidia's Director Mark Stevens sold $63.6M worth of shares, while AMD's EVP Darren Grasby sold $2.19M worth. CrowdStrike's Denis Oleary and Palo Alto Networks' James Goetz also divested shares. On the buy side, Salesforce's Director Mason Morfit purchased $25.0M worth of shares. Other notable transactions include purchases by Lyft's CEO David Risher and Linde's CEO Sanjiv Lamba.
$Distillate US Fundamental Stability & Value(DSTL.US)
