All Stock News
Cisco: A Smooth Way To Enter The AI Infrastructure Industry
Cisco Systems is rated a Buy, with a price target of $85.9 per share, reflecting a 14.2% upside. CSCO is positioned for 6-7% annual growth, driven by AI infrastructure demand, campus networking upgrad...
Lockheed Martin: Geopolitical Chaos Is The Ultimate Tailwind For World's Largest Defense Contractor
Lockheed Martin stands as the premier beneficiary of an unprecedented surge in global defense spending, driven by severe geopolitical instability. LMT's $179 billion backlog, record F-35 deliveries, a...
Annaly Capital: The 12% Yield Appears Legit
Annaly Capital (NLY) is outperforming, having delivered a 23% price gain and a 36% total return over the past year. NLY's performance notably exceeds the S&P 500's 19.5% return, challenging its prior ...
Ametek: Q3 Reacceleration, Strong Europe, And A Playbook That Keeps Compounding
AMETEK is up 17% YoY as growth reaccelerates: Q3 revenue +10.8% YoY and operating income +11.4%, supported by rising margins and strong cash flow. The “AMETEK Growth Model” is back in focus: operation...
lululemon athletica: Sweeping Management Changes Amid Ultracheap Valuation
lululemon athletica (LULU) offers an appealing risk/reward with low expectations, a depressed valuation, and multiple potential catalysts amid management transition. LULU's Q3 results outperformed, dr...
ConocoPhillips: On Track For Free Cash Flow Inflection
ConocoPhillips (COP) remains a 'buy' as its unique asset profile and efficiency gains position it for substantial free cash flow growth through 2029. COP targets $12–12.5 billion free cash flow by 202...
IGV: Software Stocks Under AI Attack (Rating Downgrade)
Downgrade iShares Expanded Tech-Software Sector ETF from buy to hold due to deteriorating technicals despite attractive valuation. IGV has underperformed, down nearly 20% from its 2025 double top, wit...
We have to be 'faster' than China: Booz Allen Hamilton CEO
Booz Allen Hamilton CEO Horacio Rozanski details the company's new partnership with Andreessen Horowitz to bring cutting-edge commercial tech in A.I., autonomy and electronic warfare to U.S. governmen...
Metals "Just Beginning:" McAlvany's $8,000 Gold Target & Silver's "Generational Repricing"
Silver, gold, copper, and other metals hit all-time highs throughout the week. David McAlvany has a price target of $8,000 an ounce in gold for the next three years.
Eli Lilly, Nvidia team up in a $1B AI innovation lab.
Eli Lilly, Nvidia team up in a $1B AI innovation lab.
Trump threatens to sue JPMorgan Chase for 'debanking' him
President Donald Trump in a post on Truth Social threatened to sue JPMorgan Chase over allegedly "debanking" him following the Jan. 6, 2021, riot at the U.S. Capitol. Trump and his family have a histo...
HDFC Bank Limited (HDB) Q3 2026 Earnings Call Transcript
HDFC Bank Limited (HDB) Q3 2026 Earnings Call Transcript
This Hedge Fund Is Popping The AI Bubble
Is 2026 going to be the year the AI “bubble” finally bursts Maybe my use of quotes there tipped you off to my true opinion: Worries about an AI bubble are vastly overdone.
Tech Corner: Measuring TSMC's (TSM) Global AI Reach
Some analysts argue that TSMC (TSM) stands at the center of the AI trade. Their thesis was supported this week by robust earnings from the Taiwan-based company that showed record net profit.
Trump threatens 25% tariff on European allies until Denmark sells Greenland to US
President said 10% tariff on Denmark, Norway, Sweden, France, Germany, the UK, the Netherlands and Finland will begin on 1 February and increase to 25% on 1 June
Trump says the US will impose up to 25% tariffs on Denmark and other European countries until they hand over Greenland
Trump says the US will impose new tariffs on European countries until Denmark hands over Greenland. The president said the tariffs would start at 10% and increase to 25%.
Trump Announces 10% Tariffs On European Countries Supporting Greenland
President Donald Trump on Saturday announced he will impose a 10% tariff on eight European countries that have this week sent military personnel to Greenland, a semi-autonomous territory of Denmark th...
Trump: NATO members to face tariffs increasing to 25% until a Greenland purchase deal is struck
President Donald Trump said eight NATO members' U.S. imports will face escalating tariffs "until such time as a Deal is reached for the Complete and Total purchase of Greenland." The tariffs will star...
Summit Hotel Properties: Stick To The High-Yield Preferred Shares
Summit Hotel Properties preferred shares offer attractive risk/reward, with Series E yielding nearly 8.3% and strong asset coverage. INN's AFFO for the first nine months of 2025 was $21.3 million, com...
Bank earnings: JPMorgan, Bank of America, Wells Fargo, Citigroup, Morgan Stanley, Goldman Sachs
Big banks delivered earnings this week. Our experts weigh in on the results, the stocks, and the outlook for banking.
ICICI Bank Limited (IBN) Q3 2026 Earnings Call Transcript
ICICI Bank Limited (IBN) Q3 2026 Earnings Call Transcript
KLAC: A Primary Beneficiary Of The AI-Driven Semiconductor CapEx Boom (Rating Upgrade)
KLA Corp. (KLAC) is rated a STRONG BUY, driven by its dominant position in the process control niche and robust free-cash-flow profile. KLAC's premium valuation is justified by its wide moat, high pro...
Why AMD's Story Just Changed
Helios positions AMD as a turnkey AI platform provider, bundling MI455 GPUs, EPYC Venice CPUs, networking, and software. The repeatable rack-scale design allows hyperscalers to replicate deployments a...
I Am Pounding The Table, I Demand Income
Dividends have represented ~40% of the market's total returns since 1930. Markets move up and down; income is the only form of tangible return that can be used at your discretion. Income investing pro...
Smaller companies are rising quickly to challenge Big Tech as AI 's best trade
Reliable power, including nuclear, data-center efficiency, and grid capacity are now core drivers of returns from stocks outside of the tech sector benefitting from the AI boom as demand ramps. Invest...
TransAlta: Canada's Powerhouse Of The Energy Transition
TransAlta Corporation (TAC) is well positioned to capitalize on surging AI-driven energy demand, especially for data centers in Alberta. TAC trades at attractive valuation multiples—EV/EBITDA of 8.8x ...
Silver could hit $100/oz in 2026, but approach with caution: analyst
Naveen Mathur, Director of Commodities and Currencies at Anand Rathi, explains the "FOMO" phenomenon among India's investors, and how it is driving up demand for silver. Mathur also talks about the re...
SMH: I'm Still Bullish On American Semiconductors And This Is Still The Best Way To Play Them
VanEck Semiconductor ETF is upgraded to strong buy, with a projected 50% return and $577 price target by year-end. SMH offers exposure to top semiconductor companies, benefiting from massive U.S. inve...
RYLD: The Best Instrument For The Worst Moment
RYLD is a passive ETF that adopts a covered call strategy on the small-cap segment, which today generates over 11% in distributions. The covered call strategy makes RYLD, in my opinion, an excellent h...
Trump's crusade against Big Tech's energy spending highlights a problem with no easy solutions
‘It's not something that can be solved overnight': AI has overwhelmed the electricity grid, and everyone from average Americans to Trump is outraged.
Crescent Capital BDC: Deep-Value And 12%+ Yielding Case To Buy
Crescent Capital BDC: Deep-Value And 12%+ Yielding Case To Buy
Super Micro Is Selling Time-To-Online And Not Just Servers
Super Micro Computer (SMCI) is uniquely positioned to deliver next-gen GPU rack systems rapidly, with strong demand and a growing backlog exceeding $13B. SMCI's DCBBS offering is critical for future m...
Why Nike is finally investing in one of the fastest-growing sports in the world
Nike's NKE-0.33% wait-and-see approach to the fast-growing paddle sport that blends tennis, badminton and ping-pong is changing, after the company made No. 1-ranked pickleball player Anna Leigh Waters...
Why Capital Is Slowly Rotating Back Into REITs
REITs have been rising since late 2023. I expect their rally to continue. I explain why and highlight a Top Pick for 2026.
Dream Finders Homes: Short-Term Pain Should Not Distract From Long-Term Gain
Dream Finders Homes is attractively valued despite recent financial headwinds and industry challenges. DFH's growth has been driven by both organic expansion and strategic acquisitions, though recent ...
COPJ: Increasing Demand Meets Bargain Valuation And 10% Dividend Yield
Sprott Junior Copper Miners ETF offers pure-play exposure to junior copper miners, providing high-beta leverage to copper price movements and sector catalysts. COPJ boasts a compelling 10% dividend yi...
Optex Systems: A Niche Defense Player With Appealing Growth
Optex Systems Holdings is a niche defense optics supplier with dominant US periscope market share and strong exposure to defense budgets. OPXS benefits from recurring contracts, international expansio...
Exxon Mobil Vs. Chevron: One Oil Giant Stands Above The Other
Exxon Mobil (XOM) is the clear winner over Chevron (CVX), offering superior long-term upside and operational leverage. XOM projects operating cash flow to rise from $58.46B (2025) to $98.11B (2030), w...
The Income Quintet: 5 Pillars Of Safe High Yield
The Income Quintet - BDCs, Midstream Energy, REITs, Preferred Stocks, and Covered Call ETFs - offers a balanced approach to maximizing yield and income safety. I prioritize quality over raw yield, foc...
Osisko Development: Positive Infill Results And Financing Readiness Make It A Strong Bet
Osisko Development Corporation is a high-risk, high-reward gold developer, with upside tied to the Cariboo Gold Project (CGP). CGP is fully permitted, shovel-ready, and de-risking via infill drilling;...
Our Top 10 High Growth Dividend Stocks - January 2026
The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rat...
Disney dominated the 2025 box office. Here's how it could keep the crown in 2026
Box office ticket sales in the United States and Canada rose about 4% in 2025 to $9.05 billion. Disney accounted for the highest share of that haul with $2.49 billion in ticket sales, or 27.5%.
Google files to appeal decision in search monopoly case
Google filed a notice on Friday to appeal a federal judge's ruling that it held an illegal monopoly on online search, court records show.
Figure: A Compelling Rally As Loan Volumes Accelerate
Figure Technologies remains a buy as strong Q4 operating data signals accelerating growth and robust momentum. Consumer loan marketplace volumes surged 131% y/y to $2.71B in Q4, setting up for a likel...
Evergy: Ride The Wave Of Economic Development To Rising Dividends
Evergy stands out as an undervalued utility with strong growth prospects driven by robust economic development in Kansas and Missouri. EVRG's $17.5 billion capital plan, expanding economic pipeline, a...
IYRI: Not A REIT Fan But Love Income? Consider Collecting An 11% Tax-Efficient Yield Instead
Neos Real Estate High Income ETF offers a compelling double-digit yield and monthly, tax-advantaged distributions, making it attractive for income-focused investors. IYRI's covered call strategy gener...
Japan's Industrial Push: Why Toyota Could Be A Long-Term Beneficiary
Toyota's $40B bid for Toyota Industries signals a strategic push toward vertical integration and industrial self-reliance. Absorbing Toyota Industries could add meaningful industrial earnings power, b...
Enbridge: Secured Capital Program Provides Reasons To Love This Dividend Growth Monster
Last month, Enbridge upped its dividend for the 31st consecutive year. The company's 35 billion CAD secured capital program provides a path to 5% annual EBITDA and DCF growth through 2030. Enbridge's ...
Ambev: Valuation And Dividend Yield Remain Compelling Despite Near-Term Pressure
Ambev remains a buy, supported by robust financials, strong cash flows, and a compelling dividend yield, despite macro headwinds. ABEV's strong net cash position and limited long-term liabilities prov...
Nebius: How Microsoft And Meta Deals Are Powering AI Expansion
Nebius is one of the most ambitious projects on the market, with its full growth potential still ahead. Massive contracts with Meta and Microsoft provide the foundation for scaled growth in AI. The co...
PIO: Water Industry Exposure Is Heavily Diluted
PIO is assigned a strong sell rating due to persistent underperformance versus domestic water ETFs (achieving only 25% of the return of the leading fund over the last eighteen years). The fund offers ...
Aclara Resources: A Fundamentally Different RRE Play, But A Lucrative One
Aclara Resources offers a high-conviction, long-term strong buy for exposure to South American rare earths, especially Dysprosium. ARAAF's Carina Module is projected to deliver $487M in annual net rev...
The Bottom Fishing Club - Baxter: Defensive Pick, Restructuring And Paying Down Debt
Baxter International offers a compelling defensive play, trading at historically low valuations after significant deleveraging and operational headwinds. BAX's forward cash earnings multiple is around...
A 15% Dividend Yield Trading For Pennies On The Dollar: Goldman Sachs BDC
Goldman Sachs BDC trades at a 27% discount to NAV, offering a 15.5% yield amid market skepticism over underwriting and NAV stability. The dividend looks safe - until you look under the hood. One trend...
Morgan Stanley: I Was Overly Critical But Valuation Worries Are Real (Rating Upgrade)
Morgan Stanley: I Was Overly Critical But Valuation Worries Are Real (Rating Upgrade)
HOOW: Makes It Possible To Collect Income From Robinhood
Roundhill HOOD WeeklyPay ETF uses swaps to achieve 1.2x the weekly exposure to Robinhood and provide a high dividend yield. The estimated annual distribution rate now sits above 63%. Return of capital...
What 'Agentic Commerce' Means—And How a Walmart Exec Thinks AI Could Help You Shop
Retailers are sorting through a sea of AI tools and possible uses for technology that consumers will want to use, said Daniel Danker, executive vice president of AI acceleration, project and design at...
Stride: AI Fears Are Overblown
Stride, Inc. is rated a buy, with a projected 90% upside to $132.60 per share. LRN has delivered strong enrollment (+11%) and revenue growth (+13%) despite AI disruption concerns. Operating income is ...
How weight-loss drugs are destroying big snacking, erasing billions in sales
“GLP-1 drugs don't just change what people eat,” Karthik Srinivasan, communications strategy consultant, tells Invezz. They change whether people want to eat at all.
Micron: Keep Your Foot On The Gas
Micron Technology remains a buy as AI-driven HBM demand propels earnings and revenue growth. MU's operating margins surged from 25% to 45% in a year, driven by memory shortages and higher pricing. Ana...
U.K., Ireland, And Spanish Banking Equities Now Trading At Premium Amid Strong Sector Performance
Market valuations for banking equities in Spain, the UK, and Ireland rise above parity in 2025 after years of trading at a discount. Spanish banking entities' valuations dominate those of their UK and...
Buy Any Of January's 6 Ideal 'Safer' Dividend Power Dogs
The Dividend Power strategy highlights 35 high-yield, low-valuation stocks, with 6 identified as 'safer' due to strong free cash flow coverage. The top ten DiviPower stocks are projected to deliver an...
Amazon: The K-Shaped Economy Will Likely Increase Online Shopping
Amazon sources 60% of its revenue from its e-commerce business; this is the essential segment of its business that is likely to benefit from the softening economy. The US is currently in a K-shaped ec...
SolarEdge Technologies: Ready For A Brighter Future
SolarEdge remains a BUY as fundamentals improve and sector trends stabilize, with a DCF-based target price of $41 indicating further upside. SEDG benefits from European market share gains, US commerci...
Motorola: Stable Growth Backed By U.S. Government Demand
Entrenched government relationships and regulatory advantages support Motorola Solutions. Motorola's FedRAMP High authorization in 2025 enhances its competitive edge, enabling faster federal procureme...
FRA: Avoid This High-Yielding Fund Until It Cuts The Distribution
The BlackRock Floating Rate Income Strategies Fund offers a 12.3% yield but is unsustainably over-distributing, eroding its net asset value. FRA's distributions are not fully covered by income, with 3...
AXIS Capital: Upcoming Q4 Release Needs To Steady The Ship (Downgrade)
AXIS Capital Holdings Limited is downgraded to 'Hold' after a strong multi-year run and recent volatility. AXS's profitability faces headwinds from unfavorable pricing trends, increased MGA competitio...
DiDi Global: China Mobility Remains Strong, But We See A Valuation Disconnect
DiDi Global is initiated at overweight, targeting a 55% upside. This is driven by robust growth and margin potential. The market undervalues long-term optionality, with autonomy (robotaxi) and platfor...
Metallus: A Defense Pivot With Upside Potential
Metallus is transitioning from a low-margin steel supplier to a high-margin aerospace and defense materials provider, yet remains undervalued by the market. MTUS benefits from U.S. Army-backed funding...
Workday: A Strong Moat On Sale
Workday offers a rare combination of a strong economic moat and double-digit growth, now trading at a discount due to industry and growth concerns. Workday's cloud-centric ERP and HCM platforms exhibi...
Musk seeks up to $134 billion from OpenAI, Microsoft in 'wrongful gains'
Elon Musk is seeking up to $134 billion from OpenAI and Microsoft , arguing he deserves the "wrongful gains" that they received from his early support of the artificial-intelligence startup, according...
Spotify's new playbook for staying on top
Changes are happening at Spotify and it goes beyond its C-suite.
Pro-Dex: A Niche Surgical Tools Microcap Trading At A Discount
Pro-Dex manufactures powered surgical instruments for orthopedic, CMF, and thoracic procedures. This means that PDEX effectively combines OEM programs with a smaller catalog of industrial offerings. H...
Prenetics Global: Is Undervalued, Supported By Portfolio Optimization In 2026 (Buy)
Prenetics Global Limited is rated a buy, with a projected 150% upside based on forward EV/S and robust revenue growth from IM8. PRE has been working to reduce its direct costs, with a sequential impro...
NNN REIT: Resilient High-Yield Income With Long-Term Upside
NNN REIT is rated Buy, offering a ~5.7% yield and 36 years of consecutive dividend increases, underpinned by resilient financials and portfolio quality. NNN trades at a low ~12.3x 2025 P/AFFO, with a ...
PYLD: A Buy Amidst Compressed Mortgage And Treasury Yield Spreads
PIMCO Multisector Bond Active Exchange-Traded Fund ETF is a benchmark-agnostic multisector active ETF with a TER of 0.69%. It offers a competitive yield compared to AGG solutions: the Yield to Maturit...
Ducommun Stock: Settlement Masks Strong Earnings Power (Rating Downgrade)
Ducommun is downgraded from Strong Buy to Buy as shares are now fully valued for 2026, despite strong operational execution. Q3 sales rose 6% to $212.6M, with defense revenues up 13% but commercial re...
JPMorgan Chase: RWA Optimization Catalyzes Capital Return Velocity And High Confidence $405 Target
JPMorgan Chase is rated Strong Buy, driven by aggressive capital deployment and the Apple Card portfolio integration, unlocking significant capital release potential. JPM's RWA normalization post-Appl...
U.S. IPO Weekly Recap: 1 Small Issuer And 3 SPACs List, As More Big Names Join The Pipeline
One small IPO and three SPACs priced this week. Eight IPOs, including five sizable ones, and one SPAC submitted filings. Companies don't normally price US IPOs during holiday weeks, but two deals are ...
Papa John's: The Negative Reaction Is Valid But Too Much
Papa John's International remains a buy despite a 22% drop following Apollo's buyout withdrawal and lowered 2025 guidance. PZZA trades at attractive valuations—Dividend Discount Model target price is ...
Trump Purchased Netflix, Warner Bonds In Days After Deal Announcement
The investments, valued at up to $2 million, were detailed in a recent ethics disclosure form released by the White House.
Ondas Holdings Inc. (ONDS) Analyst/Investor Day Transcript
Ondas Holdings Inc. (ONDS) Analyst/Investor Day Transcript
Primerica: Attractive As Affordability Fears Ease
Primerica remains a 'buy' despite recent underperformance, as market fears over middle-income consumer weakness are likely overstated. PRI's fee-based, capital-light model and growing sales force posi...
Circle: The Air Has Left The Balloon, But Stablecoins Are Here To Stay
Circle Internet Group remains a buy despite recent volatility and a 40% stock decline, with valuation now appearing reasonable. USDC, CRCL's flagship stablecoin, posted 66% YoY revenue growth to $740 ...
PSCT: Directional Growth Improvement For Small-Cap Tech Supports (Rating Upgrade)
This article upgrades the Invesco S&P SmallCap Information Technology ETF from a "sell" to a "hold" due to a positive directional change in earnings growth. This positive change is supported by strong...
BTAL: A Negative Beta Fund As A Portfolio Hedge
AGF U.S. Market Neutral Anti-Beta Fund ETF (BTAL) excels as a tactical hedge, not a traditional buy-and-hold investment. BTAL monetizes the spread between low and high beta stocks, thriving in risk-of...
Netflix, Warner Bros bonds among $100 million purchased by Trump
U.S. President Donald Trump purchased about $100 million in municipal and corporate bonds from mid-November to late December, his latest disclosures showed, including up to $2 million in Netflix and W...
FCPI: Appealing Premise, Robust Factor Exposures But Mixed Returns, A Hold
Fidelity Stocks for Inflation ETF offers exposure to about 100 stocks selected using demanding factor screening, with emphasis put on sectors and industries benefiting from inflation. Despite performi...
PNC Says Automation Added 30 Points of Operating Leverage Since 2022
PNC Financial Services Group is fueling record investment in technology with the efficiencies it has gained through past deployments of automation and artificial intelligence (AI). During a fourth-qua...
Nvidia suppliers halt H200 output after China blocks chip shipments, FT reports
Suppliers of parts for Nvidia's H200 chips have paused production after Chinese customs officials blocked shipments of the newly approved artificial intelligence processors from entering China, the Fi...
KEFI Gold and Copper Plc (KFFLF) Discusses Transition to Multi-Mine Production and Development Progress Transcript
KEFI Gold and Copper Plc (KFFLF) Discusses Transition to Multi-Mine Production and Development Progress Transcript
Jim Cramer talk Micron breaking ground on New York chip plant
'Mad Money' host Jim Cramer talks Micron breaking ground on a domestic chip plant.
Wall Street banks face test with Trump's call for credit card rate cap
U.S. banks on Tuesday face a tricky political test in how to address a call from President Donald Trump to cap credit card interest rates - leaving the finance industry scrambling on how to proceed, ...