Key Points The S&P 500 added 15% during Q1 2026, the benchmark index’s best quarterly performance in nearly six years. Following quarterly gains of at least 10%, the S&P 500 has historically returned an average of 13% in the next year. The Wall Street consensus says the S&P 500 will reach 8,918 by July 2027, ...
Listen to the audio version of this article (generated by AI). Last week, three of the market’s hottest AI stocks took a beating. Micron Technology, Inc. (MU) fell about 14% in just five trading days. Seagate Technology Holdings plc (STX) dropped nearly 18%. And Sandisk Corporation (SNDK) tumbled almost 20%. At first glance, it looked ...
The 30% correction in Micron stock over the past month is not likely to change the main thesis regarding the ongoing shortage in the memory market. My initial estimates suggested that the imbalance between DRAM/NAND supply and demand could persist until the end of 2027, but after analyzing the potential impact of robotics on memory ...
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock’s price. Do they really matter, though? Let’s take a look at what these Wall Street heavyweights have to ...
Are your holdings on the move? See my updated ratings for 116 stocks. Source: iQoncept/Shutterstock.com Listen to the audio version of this article (generated by AI). During these busy times, it pays to stay on top of the latest profit opportunities. And today’s blog post should be a great place to start. After taking a ...
Key Points Automakers have negative narratives for being cyclical, capital-intensive, and low-margin. General Motors and Ferrari have both broken free of historically low P/E ratios. Buybacks have been critical to GM’s valuation rise, and that could slow as the stock becomes more expensive. 10 stocks we like better than General Motors › Detroit automakers such ...
The first half of 2026 is one that Microsoft Corporation shareholders would just as soon forget. The stock is down approximately 20% as of July 1. As recently as June 24, hit a 52-week low of $349.20. It hasn’t all been downhill. But every time it looked like MSFT was getting ready to recover, something ...
Bitcoin miners are becoming AI infrastructure companies, and Wall Street is just starting to notice. Listen to the audio version of this article (generated by AI). Editor’s Note: Most investors still think crypto miners rise and fall with the price of Bitcoin, but that’s yesterday’s story, according to Jonathan Rose In today’s guest essay, he ...
On Wednesday, June 24th, after the market closed, (NASDAQ:) reported what could only be described as a blowout fiscal Q3 ’26, as revenue, operating income and EPS materially exceeded Street consensus. Actual revenue vs estimate was $41.5 bl versus the estimate of $35.4 billion for a 17% revenue “upside surprise”; Actual operating income was $33.7 ...
Key Points Space Exploration Technologies (NASDAQ: SPCX) offered investors a historic moment this month. The company, more often known as SpaceX, completed the world’s biggest initial public offering and made it a key event for retail investors, earmarking about 20% of the shares for them — individuals like you and me. So, of course, all ...
