Dividend stocks offer defensive income opportunities as markets remain expensive and uncertain. Long-term dividend investing requires focusing on quality, sustainability, and consistent payout growth. The analysis highlights seven US dividend stocks with attractive long-term investment potential. While the first Fed meeting chaired by Kevin Warsh ended with interest rates unchanged at 3.50% to 3.75% for ...
Listen to the audio version of this article (generated by AI). Micron earnings shatter records… PCE inflation hits 4.1%… but what about the inflation number Warsh is watching?… are we only in the 3rd inning of AI? As I write on Thursday, Micron (MU) is up 14% after the memory chip giant reported blowout earnings ...
is not out of the weeds, with its revenue contracting, orders and backlog declining, and margins under pressure, but these forces are already priced into its stock. Housing market woes, inflation, and high interest rates are no secret. The market has had ample opportunity to adjust to the reality that interest rates will remain elevated ...
The most profitable AI applications aren’t chatbots – and the stocks benefiting from them are hiding in plain sight. Listen to the audio version of this article (generated by AI). Editor’s Note: On Tuesday, we looked at how AI is making the oil and gas industry more efficient with Joe Austin. Today, we’re looking at ...
Traders who dumped shares after its $1.9 billion deal to buy German magnet maker Vacuumschmelze are missing a major shift. The immediate share price pullback reflects short-term dilution anxiety rather than long-term asset value. By acquiring Vacuumschmelze, Energy Fuels is pursuing a vertical integration strategy to secure a domestic mine-to-magnet supply chain. The broader industrial ...
Memory’s biggest name just delivered the cleanest quarter of its life, and the most interesting thing about it is that the stock isn’t sure what to do with it. Micron (NASDAQ:) closed out fiscal Q3 with revenue of $41.5 billion, up 346% on the year, a fifth straight record. Gross margin came in at 84.9%, ...
Every now and then, something happens that shines a light on the value of our favorite income investments—our 8%+ paying closed-end funds (CEFs). These stout income plays are so valuable, in fact, that some activists are willing to go all the way to the Supreme Court to gain more influence over them. Let me explain. ...
But an AI factory without enough memory is a Formula One car with no fuel tank Takeaways Micron did not just beat estimates; it reinforced that AI demand is still colliding with a hard physical constraint: memory supply. That keeps pricing power firmly with the producers. The real upgrade is structural. Multi-year take-or-pay agreements, price ...
It was going to happen at some point, but sellers have come out of the woodwork. Tech was hardest hit, but there is plenty of support for indices to work with. The () was one of the least impacted by the selling. It staged a mini-breakout, while Wednesday’s inverse hammer came on higher volume accumulation, ...
Shares of are down about 15% from the May high and are starting to take a shape that investors won’t want to see. The broader narrative around the company has been getting more interesting by the month, from the Wall Street hype around the company’s full self-driving (FSD) and robotaxi projects to the increasingly serious ...
