Nvidia hovered near a buy point after a 5% slide amid big tech earnings last week as a rival chip maker heads into earnings Tuesday. Shares of Nvidia recently rose for 11 consecutive sessions, the longest winning streak since the chip designer made its January 1999 trading debut, according to Dow Jones Markets Data. On Wednesday, Alphabet outlined capital spending plans that indicated demand for a...
Nvidia hovered near a buy point after a 5% slide amid big tech earnings last week as a rival chip maker heads into earnings Tuesday. Shares of Nvidia recently rose for 11 consecutive sessions, the longest winning streak since the chip designer made its January 1999 trading debut, according to Dow Jones Markets Data. On Wednesday, Alphabet outlined capital spending plans that indicated demand for artificial intelligence hardware remains strong.
designer491/iStock via Getty Images It’s dividend income update time. One of my favorite things to do as a dividend income investor. While it has been a while since I recapped my passive income, I am catching up by sharing my real-world results this week and providing my total 2025 passive income stream. As we all know, the market may move up and down irrationally and seemingly on a whim, while ou...
designer491/iStock via Getty Images It’s dividend income update time. One of my favorite things to do as a dividend income investor. While it has been a while since I recapped my passive income, I am catching up by sharing my real-world results this week and providing my total 2025 passive income stream. As we all know, the market may move up and down irrationally and seemingly on a whim, while our dividends remain much more stable, reliable and predictable. It seems that an errant tweet, comment, or blog post sends the market roaring higher or falling like a rock. What’s an income investor to do? Well, largely nothing. Sure, dividends may not increase every year, and a cut or elimination is even possible (thank you, VFC, GE, WFC, T and many more), but the odds are greatly reduced when you diversify among different companies and sectors and focus on dividend quality (free cash flow, EPS, debt, payout ratios, and these days, cash on hand). Keep in mind these days there are no shortages of accidental high-yielding stocks, but look at real cash on hand when viewing balance sheets. With that being said, let’s take a look at my Q2, Q3 and Q4 2025 dividend totals. Date Symbol Description Amount 04/01/2025 UGI UGI CORP NEW $213.75 04/01/2025 KO THE COCA-COLA CO $65.90 04/02/2025 KMB KIMBERLY CLARK CORP $81.30 04/10/2025 PM PHILIP MORRIS INTL INC $210.03 04/10/2025 ITW ILLINOIS TOOL WKS INC $90.52 04/17/2025 JCI JOHNSON CONTROLS $44.03 04/24/2025 DEO DIAGEO PLC $70.38 04/30/2025 MO ALTRIA GROUP INC $1045.97 05/01/2025 T AT&T INC $156.84 05/01/2025 VZ VERIZON COMMUNICATIONS $344.17 05/01/2025 GIS GENERAL MILLS INC $147.65 05/12/2025 APD AIR PRODS & CHEMS INC $74.64 05/15/2025 PG PROCTER & GAMBLE CO $29.79 05/15/2025 ABBV ABBVIE INC $372.71 05/15/2025 ABT ABBOTT LABS $46.79 05/20/2025 CAT CATERPILLAR INC $106.70 06/02/2025 AFL AFLAC INC $225.54 06/06/2025 SO SOUTHERN CO $135.37 06/06/2025 YUM YUM BRANDS INC $42.11 06/09/2025 LYB LYONDELLBASELL INDUSTR $443.47 06/10/2025 JNJ J...
San Francisco real estate prices are rising rapidly and Essex Property Trust , a real estate investment trust, stands to benefit, according to Piper Sandler. The investment bank upgraded ESS to overweight from neutral on Sunday, arguing that the company "has the wind in its sails" due to the "AI-fueled rapid rebound" of property values in the Bay Area, which is bringing more highly-paid profession...
San Francisco real estate prices are rising rapidly and Essex Property Trust , a real estate investment trust, stands to benefit, according to Piper Sandler. The investment bank upgraded ESS to overweight from neutral on Sunday, arguing that the company "has the wind in its sails" due to the "AI-fueled rapid rebound" of property values in the Bay Area, which is bringing more highly-paid professionals into the city. "The Bay Area's rebound is accentuated by a lack of new supply, with landlords benefiting as the burgeoning tech demand is pushing on price," Piper analyst Alexander Goldfarb in a report. "Office shows that even with San Francisco's overall ~30% availability rate, the dwindling amount of view space is creating bidding wars." Goldfarb thinks ESS will raise guidance, with second-quarter earnings being driven by the "accelerating" Bay Area. Piper has overweight ratings on other office and retail REITs as well: BXP, BRX, FRT and KIM. "It is too soon to rotate into the Sunbelt … the Coasts are still the place to be for 2026, with the Sunbelt not likely to see market traction until later this year, which sets up 2027 for acceleration," he said. San Francisco real estate prices have moderated in recent years but are now the metropolitan area with the second fastest growing annual rent change, according to research from Apartment List. Prices are up 5.1% year-over-year in San Francisco, behind only Virginia Beach with a 5.2% increase, and up 4.8% in San Jose. "Two Bay Area metros – San Francisco and San Jose round out the top three, as the AI boom has created a wave of high-paying tech jobs there," Apartment List analysts wrote . In March 2026, San Francisco house prices rose at an annual rate of 19% annually, selling for a median price of $1.7 million, or 280% above the national average, according to Redfin. The median price-per-square-foot in San Francisco was $1110, up 9.2% since last year, the group found.
The host of Retire SMART Podcast Episode 405 offered a line that should sit on every pre-retiree’s refrigerator: “If the market moving 2% up or down in a single day makes you think you don’t have a good retirement plan, you don’t. I mean, that’s that simple.” The episode, titled Market Reactions Amidst Iran Conflict, ... “If a 2% Market Move Makes You Question Your Retirement Plan, You Don’t Have ...
The host of Retire SMART Podcast Episode 405 offered a line that should sit on every pre-retiree’s refrigerator: “If the market moving 2% up or down in a single day makes you think you don’t have a good retirement plan, you don’t. I mean, that’s that simple.” The episode, titled Market Reactions Amidst Iran Conflict, ... “If a 2% Market Move Makes You Question Your Retirement Plan, You Don’t Have One”
Luis Alvarez Recent analyst actions have highlighted significant shifts in the technology and healthcare sectors, with Alphabet ( GOOG ) and Amazon ( AMZN ) receiving notable upgrades. Analysts Uttam Dey and Envision Research point to strong cloud performance and AI integration as primary drivers for their increasingly bullish outlooks. On the other hand, Twilio ( TWLO ) and Centene ( CNC ) have s...
Luis Alvarez Recent analyst actions have highlighted significant shifts in the technology and healthcare sectors, with Alphabet ( GOOG ) and Amazon ( AMZN ) receiving notable upgrades. Analysts Uttam Dey and Envision Research point to strong cloud performance and AI integration as primary drivers for their increasingly bullish outlooks. On the other hand, Twilio ( TWLO ) and Centene ( CNC ) have seen downgrades to hold as analysts urge caution following recent price surges or execution uncertainties. Upgrades Alphabet ( GOOG ): Upgrade Neutral to Bullish by Uttam Dey . The analyst highlights Alphabet’s stunning cloud growth and superior capital efficiency as the company gains market share in the enterprise AI space. “I now believe Alphabet’s Google has plenty of multi-dimensional growth surprises that will further cause pain for the entire OpenAI complex, and I am adopting a bullish view on Alphabet’s road ahead...Given the strong strides Alphabet demonstrated in Q1, I believe the outlook is strong this year, and I expect Google’s shares to maintain the upward pressure this year, as of now.” Amazon.com ( AMZN ): Upgrade Hold to Buy by Envision Research . The upgrade follows a technical breakout above long-term resistance, supported by strong fundamental EPS drivers and rapid expansion in AWS. “Looking further into the fundamental growth drivers, I don’t think it is an exaggeration to say that AMZN is firing on all cylinders...Based on the latest technical signals and the fundamental catalysts updated in its Q1 ER, I see a compelling case that the stock has decisively cleared its long-term resistance and entered a new upward phase.” Downgrades Twilio ( TWLO ): Downgrade Buy to Hold by Amrita Roy . Although the company delivered a standout earnings beat, the analyst believes the recent 24% stock surge has created a less attractive risk-reward profile. “ While Twilio posted one of the cleanest Q1 earnings reports, with consensus now revising their forward growth estima...
Luis Alvarez Recent analyst actions have highlighted significant shifts in the technology and healthcare sectors, with Alphabet ( GOOG ) and Amazon ( AMZN ) receiving notable upgrades. Analysts Uttam Dey and Envision Research point to strong cloud performance and AI integration as primary drivers for their increasingly bullish outlooks. On the other hand, Twilio ( TWLO ) and Centene ( CNC ) have s...
Luis Alvarez Recent analyst actions have highlighted significant shifts in the technology and healthcare sectors, with Alphabet ( GOOG ) and Amazon ( AMZN ) receiving notable upgrades. Analysts Uttam Dey and Envision Research point to strong cloud performance and AI integration as primary drivers for their increasingly bullish outlooks. On the other hand, Twilio ( TWLO ) and Centene ( CNC ) have seen downgrades to hold as analysts urge caution following recent price surges or execution uncertainties. Upgrades Alphabet ( GOOG ): Upgrade Neutral to Bullish by Uttam Dey . The analyst highlights Alphabet’s stunning cloud growth and superior capital efficiency as the company gains market share in the enterprise AI space. “I now believe Alphabet’s Google has plenty of multi-dimensional growth surprises that will further cause pain for the entire OpenAI complex, and I am adopting a bullish view on Alphabet’s road ahead...Given the strong strides Alphabet demonstrated in Q1, I believe the outlook is strong this year, and I expect Google’s shares to maintain the upward pressure this year, as of now.” Amazon.com ( AMZN ): Upgrade Hold to Buy by Envision Research . The upgrade follows a technical breakout above long-term resistance, supported by strong fundamental EPS drivers and rapid expansion in AWS. “Looking further into the fundamental growth drivers, I don’t think it is an exaggeration to say that AMZN is firing on all cylinders...Based on the latest technical signals and the fundamental catalysts updated in its Q1 ER, I see a compelling case that the stock has decisively cleared its long-term resistance and entered a new upward phase.” Downgrades Twilio ( TWLO ): Downgrade Buy to Hold by Amrita Roy . Although the company delivered a standout earnings beat, the analyst believes the recent 24% stock surge has created a less attractive risk-reward profile. “ While Twilio posted one of the cleanest Q1 earnings reports, with consensus now revising their forward growth estima...
The Last Week Tonight host dug into the unregulated ‘wild west’ of kratom, boner pills and ‘gas station heroin’ On the latest Last Week Tonight, John Oliver focused on the rise of gas station drugs, the brightly colored bottles and pills that are sold at the registers of US convenience stores. Promising increased energy, pain relief or improved sexual performance, these unregulated products often ...
The Last Week Tonight host dug into the unregulated ‘wild west’ of kratom, boner pills and ‘gas station heroin’ On the latest Last Week Tonight, John Oliver focused on the rise of gas station drugs, the brightly colored bottles and pills that are sold at the registers of US convenience stores. Promising increased energy, pain relief or improved sexual performance, these unregulated products often contain tianeptine, a drug known as “gas station heroin”. “While you might assume they’re just snake oil, that’s not necessarily true,” said Oliver. “Some of these drugs can be actively dangerous, presenting risks of addiction just like controlled substances.” Continue reading...
Apple just delivered a quarter that surprised even its skeptics. Services grew faster than expected. Margins held up better than feared. And for a company that has spent much of 2026 navigating tariff concerns and AI doubts, the results landed exactly when it needed them to. Morgan Stanley noticed. ...
Apple just delivered a quarter that surprised even its skeptics. Services grew faster than expected. Margins held up better than feared. And for a company that has spent much of 2026 navigating tariff concerns and AI doubts, the results landed exactly when it needed them to. Morgan Stanley noticed. ...
Our Mastercard (NYSE:MA) thesis is straightforward: the stock has corrected meaningfully in 2026, but the underlying business is accelerating. The 24/7 Wall St. price target for Mastercard is $619.51, implying 23.18% upside from the current price of $502.92. Our recommendation is buy at 90% confidence, the high end of our scale. The analyst who called ... Mastercard Is One Of Our Top Picks After Q...
Our Mastercard (NYSE:MA) thesis is straightforward: the stock has corrected meaningfully in 2026, but the underlying business is accelerating. The 24/7 Wall St. price target for Mastercard is $619.51, implying 23.18% upside from the current price of $502.92. Our recommendation is buy at 90% confidence, the high end of our scale. The analyst who called ... Mastercard Is One Of Our Top Picks After Q1 Beat
Richard Drury/DigitalVision via Getty Images Topline Summary and Update Summit Therapeutics Inc. ( SMMT ) has already had quite a year, especially as they have moved officially into the home stretch of pursuing commercialization for their in-licensed bispecific that kicked off a wave of enthusiasm over the past few years. In my last coverage of the company , I officially moved my sentiment from Se...
Richard Drury/DigitalVision via Getty Images Topline Summary and Update Summit Therapeutics Inc. ( SMMT ) has already had quite a year, especially as they have moved officially into the home stretch of pursuing commercialization for their in-licensed bispecific that kicked off a wave of enthusiasm over the past few years. In my last coverage of the company , I officially moved my sentiment from Sell to Hold on the basis that a PDUFA puts the company in striking range to start realizing the potential of a "Keytruda killer," but that there was still a lot of proving to do. Today, I want to digest the news that SMMT has failed to definitively move the survival needle in lung cancer and what that means for an upcoming readout at the biggest stage at the year's biggest oncology conference. I will be affirming my Hold rating here, even after a substantial decline on the most recent news. Let's see if I can continue to justify my case for caution. Pipeline Updates Ivonescimab As ever, the cornerstone of the SMMT investment thesis is ivonescimab, a developmental bispecific antibody that binds to PD-1 (the same target as Merck's pembrolizumab, branded Keytruda) in addition to VEGF (the target for bevacizumab, branded Avastin). The company's Chinese partner, Akeso, has been years ahead, pursuing numerous clinical trials in China and getting ivonescimab approved for different settings in lung cancer , but also pursuing a wide range of thoracic and gastrointestinal cancers, among others. And as I've covered in previous articles , the impressive benefits observed to date with ivonescimab, at least in terms of progression-free survival, have been quite remarkable, raising the odds that Akeso has developed a drug that could dethrone Keytruda. Focusing on SMMT, we have slightly more focused ambitions for now. They have a total of 4 phase 3 trials ongoing to evaluate ivonescimab: HARMONi - Ivonescimab-chemo vs. placebo-chemo in patients with EGFR-mutated non-small cell lung cancer (...
Panos Panay, Amazon Devices, Alexa and Leo senior vice president, discusses the company’s evolving hardware and satellite strategies, including wearable devices, Alexa Plus, and Leo, its satellite internet service.
Panos Panay, Amazon Devices, Alexa and Leo senior vice president, discusses the company’s evolving hardware and satellite strategies, including wearable devices, Alexa Plus, and Leo, its satellite internet service.
miodrag ignjatovic/E+ via Getty Images AeroVironment ( AVAV ) has been selected by the U.S. Army for a prototype agreement under its Low-Altitude Stalking and Strike Ordnance, or LASSO, program, advancing development and testing of the company’s Switchblade 400 loitering munition, according to an announcement Monday. The award positions the system as part of the Army’s effort to expand deployable,...
miodrag ignjatovic/E+ via Getty Images AeroVironment ( AVAV ) has been selected by the U.S. Army for a prototype agreement under its Low-Altitude Stalking and Strike Ordnance, or LASSO, program, advancing development and testing of the company’s Switchblade 400 loitering munition, according to an announcement Monday. The award positions the system as part of the Army’s effort to expand deployable, precision strike capabilities suited for contested environments. The Switchblade 400 is a portable, anti-armor munition designed to be operated by individual soldiers and integrated into a broader command-and-control network. Switchblade 400 (AeroVironment) The system incorporates automated target recognition and can identify and engage threats in a range of conditions, including at night. It is designed to counter targets such as armored vehicles while remaining lightweight enough for field use, with the full system weighing under 40 pounds. The LASSO program reflects the Army’s broader push to accelerate adoption of loitering munitions, which combine surveillance and strike functions and have become increasingly important in modern conflicts. These systems allow troops to detect and engage targets more quickly while operating with greater flexibility at the tactical level. The Switchblade 400 is built using an open systems approach intended to allow updates and integration with other platforms over time. It is also designed to work within AeroVironment’s modular control architecture, which connects sensors and weapons across a networked battlefield. “This award reflects the Army’s confidence not only in Switchblade 400, but in AV’s ability to deliver at scale,” said Trace Stevenson, president of autonomous systems at AeroVironment. The agreement follows a separate $186 million Army order for other Switchblade variants, part of a larger multiyear contract focused on unmanned strike systems. More on AeroVironment AeroVironment: Locust Laser Clears FAA Tests, Unlocking Grow...
Oaktree Capital Management Co-Chief Executive Officer Armen Panossian warned that markets have been too quick to shrug off a slew of fundamental issues, which are prompting his firm to preserve cash for when a correction comes. Panossian noted that “tremendous” post-pandemic liquidity, a desire to stay invested and strong backward-looking corporate performance have encouraged investors to look thr...
Oaktree Capital Management Co-Chief Executive Officer Armen Panossian warned that markets have been too quick to shrug off a slew of fundamental issues, which are prompting his firm to preserve cash for when a correction comes. Panossian noted that “tremendous” post-pandemic liquidity, a desire to stay invested and strong backward-looking corporate performance have encouraged investors to look through the underlying economic data. This resilience is further bolstered by a prevailing market belief that President Donald Trump won’t do anything to permanently derail the economy, he said. “When you overlay the Iran war, when you overlay some of the software pain that we would expect to see over the course of the next couple of years, it’s a little bit of a head scratcher as to why the markets are as robust as they are,” he said in an interview with Bloomberg TV from the Milken Institute Global Conference in Beverly Hills. Oaktree is owned by Brookfield, which agreed to acquire the remaining parts of the distressed-debt specialist it didn’t already own late last year. The pair are “building those pipes” between Oaktree’s credit capabilities and Brookfield’s asset management capabilities to find global opportunities, Panossian said. Oaktree is currently in preparation mode, with Panossian noting there aren’t many “fat pitches” or discounted debt or equity assets that make sense to buy “in droves.” The company is looking for good companies with bad balance sheets, but is also reserving as much dry powder as it can, he added. Regarding the recent wave of redemptions at business development companies amid software sector and valuation fears, Panossian said he was surprised that the banks hadn’t “tightened the screws” more on their lending to the private credit vehicles. “There certainly has been some tightening but not as much as I would have thought,” he said.