In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, Abbott Laboratories (Symbol: ABT) has taken over the #44 spot from Palo Alto Networks, Inc (Symbol: PANW), according to ETF Channel. Below is a chart of Abbott Labor
In a study of analyst recommendations at the major brokerages, for the underlying components of the S&P 500, Abbott Laboratories (Symbol: ABT) has taken over the #44 spot from Palo Alto Networks, Inc (Symbol: PANW), according to ETF Channel. Below is a chart of Abbott Labor
A study of analyst recommendations at the major brokerages shows that Wheaton Precious Metals Corp (Symbol: WPM) is the #5 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index, according to Metals Channel. The Metals Chan
A study of analyst recommendations at the major brokerages shows that Wheaton Precious Metals Corp (Symbol: WPM) is the #5 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index, according to Metals Channel. The Metals Chan
U.S. Sens. Elizabeth Warren and Ron Wyden have sent a series of sharply worded letters to major government technology vendors, raising concerns that their systems may be disrupting unemployment benefits and demanding detailed answers about how those platforms operate. The letters, dated April 5 and sent to executives at Deloitte, Thomson Reuters ( TRI ) and Geographic Solutions, argue that states’...
U.S. Sens. Elizabeth Warren and Ron Wyden have sent a series of sharply worded letters to major government technology vendors, raising concerns that their systems may be disrupting unemployment benefits and demanding detailed answers about how those platforms operate. The letters, dated April 5 and sent to executives at Deloitte, Thomson Reuters ( TRI ) and Geographic Solutions, argue that states’ growing reliance on private contractors to modernize unemployment insurance systems has created new risks for jobless Americans trying to access benefits. Lawmakers question ‘black box’ systems In the letters, the senators describe a system increasingly dependent on outside vendors, many of whom provide off-the-shelf software or AI-driven tools that states have limited ability to audit or customize. They warn that these systems often function as opaque ‘black boxes,’ with vendors sometimes declining to disclose how eligibility or fraud determinations are made, citing proprietary technology. That lack of transparency, the lawmakers argue, can have serious consequences when automated systems make mistakes, particularly when state officials defer to algorithmic decisions without fully reviewing them. Automation, AI under scrutiny A major focus of the inquiry is the growing use of artificial intelligence in unemployment systems, including tools that verify identity, flag fraud and assess eligibility. The senators say such systems have produced errors ranging from incorrectly flagging legitimate claims as fraudulent to misinterpreting basic information in applications. They also cite reports of glitches that delay or halt payments, as well as cases where minor discrepancies or shared addresses triggered fraud alerts, potentially cutting off benefits for eligible workers. While automation can streamline administrative work, the lawmakers emphasize that federal law requires human oversight in eligibility determinations, warning that overreliance on AI could undermine that standar...
Tesla stock finished last week in the red after first-quarter deliveries came in at 358,023 — below the 365,645 analysts had expected. The company finds itself in an awkward position as it looks to transition away from being a traditional electric-vehicle seller toward autonomous driving and robotics. Whether autonomous driving and the Optimus robot ultimately succeed remains to be seen, but in th...
Tesla stock finished last week in the red after first-quarter deliveries came in at 358,023 — below the 365,645 analysts had expected. The company finds itself in an awkward position as it looks to transition away from being a traditional electric-vehicle seller toward autonomous driving and robotics. Whether autonomous driving and the Optimus robot ultimately succeed remains to be seen, but in the near term, both initiatives are likely to weigh further on already thin profits.
Tesla stock finished last week in the red after first-quarter deliveries came in at 358,023 — below the 365,645 analysts had expected. The company finds itself in an awkward position as it looks to transition away from being a traditional electric-vehicle seller toward autonomous driving and robotics. Whether autonomous driving and the Optimus robot ultimately succeed remains to be seen, but in th...
Tesla stock finished last week in the red after first-quarter deliveries came in at 358,023 — below the 365,645 analysts had expected. The company finds itself in an awkward position as it looks to transition away from being a traditional electric-vehicle seller toward autonomous driving and robotics. Whether autonomous driving and the Optimus robot ultimately succeed remains to be seen, but in the near term, both initiatives are likely to weigh further on already thin profits.
Jonathan Kitchen/DigitalVision via Getty Images My appeal to Arm Holdings ( ARM ) is not based on smartphones or generic AI anymore but on the realization that agentic AI has been slowly pushing back the compute problem toward CPU architecture. To be clear, I'm not saying GPUs aren't important. However, what we're seeing is a gradual evolution of the workload where GPU-centric training fades and m...
Jonathan Kitchen/DigitalVision via Getty Images My appeal to Arm Holdings ( ARM ) is not based on smartphones or generic AI anymore but on the realization that agentic AI has been slowly pushing back the compute problem toward CPU architecture. To be clear, I'm not saying GPUs aren't important. However, what we're seeing is a gradual evolution of the workload where GPU-centric training fades and more complicated workflows gain prevalence. As a result, we start seeing more hyperscaler design wins where the CPU component is significant enough for Intel's CEO to publicly acknowledge. It's All About Value Capture Profile, Not AI Exposure How would I approach the ARM discussion if you asked me about it? In my view, the wrong focus here is on whether ARM has some degree of exposure to AI. That's obvious. The right one is on whether AI is changing the way ARM captures value from its core business and customers. In the old paradigm, ARM made money as an architectural enabler that participated in compute economics from the sidelines. There was always a ceiling to how much of the value it could extract in a particular end market, however big it was in aggregate. As a result, the company was well positioned to monetize compute, but it couldn't claim a meaningful slice of it directly. The ceiling is potentially shifting. The royalty business is improving in terms of quality due to increasing Armv9 exposure and the growing importance of CSS. This matters far more than the absolute growth because it implies that an otherwise flat or modestly growing end market suddenly becomes much more lucrative if ARM extracts structurally more value from each device. The more interesting development for me is that ARM is now trying to become a silicon enabler by launching the AGI CPU . I don't consider it a slam dunk, but neither do I underestimate its significance. If this works, ARM stops being just an architectural tollbooth in compute economics. Instead, it tries to become a full participa...
ismagilov/iStock via Getty Images Investment Thesis: Still Early Innings , with Confirmatory Evidence Mounting When we first published on Allot, Ltd. ( ALLT ) the stock was near $4.50 / share and our thesis was grounded more in the potential of recent SECaaS wins, Sandvine’s bankruptcy and operational developments than in trailing financial results and metrics. Since then, evidence for our thesis ...
ismagilov/iStock via Getty Images Investment Thesis: Still Early Innings , with Confirmatory Evidence Mounting When we first published on Allot, Ltd. ( ALLT ) the stock was near $4.50 / share and our thesis was grounded more in the potential of recent SECaaS wins, Sandvine’s bankruptcy and operational developments than in trailing financial results and metrics. Since then, evidence for our thesis has grown in the form of indisputable financial metrics. Allot has two distinct business units: a Deep Network Intelligence and carrier DDoS platform (Allot SMART) that grew bookings nearly 50% last year and is at the outset of a multi-year growth cycle catalyzed by the launch of the Tera Service Gateway III and the collapse of major competitor Sandvine, and a frictionless, zero-touch cybersecurity-as-a-Service (SECaaS) suite for consumers and SMBs growing at nearly 70% annually and leveraging a zero-CAC, carrier-embedded distribution model (Allot Secure). Both businesses are inflecting simultaneously, and we continue to see long-term potential for shares to reach $40 / share or more; meanwhile Allot boasts a balance sheet with zero debt and $88 million in cash ($1.90 / share), mitigating downside risk. Q4 2025 Results: An Appetizer Setting up 2026’s Main Course Revenue and Margins Allot's Q4 2025 revenue came in at $28.4 million, up 14% year-over-year and representing the fifth consecutive quarter of accelerating top line growth. Full-year 2025 revenue crossed $102 million, up 11% from $92.2 million in 2024. Non-GAAP gross margin expanded to 72%, up from 71% in 2024. The headline number that matters most each quarter for Allot at this stage in its cybersecurity-driven evolution is cybersecurity as a service ("SECaaS") ARR, which registered $30.8 million as of December 31, 2025, up 69% year-over-year. SECaaS is a recurring revenue engine growing multiple times faster than even Allot's highest growth peers on a base that is now large enough to lead to an overall growth infle...
Against Birmingham on Easter Monday, Kasey McAteer gave Ipswich supporters something to talk about other than Nigel Farage – namely the growing prospect of a return to the Premier League at the first attempt. In their first game since the Reform UK leader had been allowed to parade with a “Farage 10” Ipswich shirt at the stadium and linked himself with Kieran McKenna’s job, the hosts moved into th...
Against Birmingham on Easter Monday, Kasey McAteer gave Ipswich supporters something to talk about other than Nigel Farage – namely the growing prospect of a return to the Premier League at the first attempt. In their first game since the Reform UK leader had been allowed to parade with a “Farage 10” Ipswich shirt at the stadium and linked himself with Kieran McKenna’s job, the hosts moved into the automatic promotion places. Farage’s visit on 23 March has divided the fans, even driven some of them away. The chair, Mark Ashton, has apologised “ for any hurt, pain or distress that’s been caused ”, while the club said they “remain apolitical and do not support any individual party”. A handful of club officials are understood to have known about Farage’s visit beforehand but Ipswich deny that he was invited. In a video posted on Reform’s X account, Farage appears to address a message “To Mark” when signing an Ipswich shirt. Supporters have been left to make up their own minds and there is a feeling among some that they are being lied to. Continue reading...
Online retail liquidation company, MAC.BID, announced today the company is opening its 29th warehouse location in El Paso, Texas. Located at 12435 Rojas Drive, MAC.BID will open later this spring and plans to hire approximately 80 new teammates across various roles and functions.
Online retail liquidation company, MAC.BID, announced today the company is opening its 29th warehouse location in El Paso, Texas. Located at 12435 Rojas Drive, MAC.BID will open later this spring and plans to hire approximately 80 new teammates across various roles and functions.
We're making two trades. We are selling 20 shares of Goldman Sachs at roughly $866 each. Following Monday's trade, Jim Cramer's Charitable Trust will own 185 shares of GS, decreasing its weight in the portfolio to 4.65% from 5.11%. In addition, we are buying 50 shares of Alphabet at roughly $298. Following the trade, the Trust will own 350 shares of GOOGL, increasing its weight in the portfolio to...
We're making two trades. We are selling 20 shares of Goldman Sachs at roughly $866 each. Following Monday's trade, Jim Cramer's Charitable Trust will own 185 shares of GS, decreasing its weight in the portfolio to 4.65% from 5.11%. In addition, we are buying 50 shares of Alphabet at roughly $298. Following the trade, the Trust will own 350 shares of GOOGL, increasing its weight in the portfolio to 3% from 2.57%. We added to Goldman Sachs twice on its mid-March pullback here and here , and are already up roughly 9% on average from those purchases. GS YTD mountain Goldman Sachs YTD The combination of those additional shares and the stock's rally off its March lows pushed this position to a more than 5% weight in the portfolio. Historically, we manage the Charitable Trust in a way that prevents any single position from becoming too large, with an over 5% threshold being the general guideline for when we take action and right-size the position. This isn't a change-in-thesis downgrade, but with bank earnings coming around the corner, we're making the trade to start the week and moving our rating back to a hold-equivalent 2 . From this sale, we will realize a gain of about 55% on the stock purchased in December 2024. GOOGL YTD mountain Alphabet YTD We're taking most of the sale proceeds from Goldman to further build up and lower our average cost basis in Alphabet. The stock has been volatile over the past two months — and a few weeks ago, it was hit hard after Alphabet and Meta Platforms were found negligent in a social media addiction trial. Both have since recovered. While there's a lot of noise surrounding the so-called Magnificent Seven stocks, our positive long-term thesis regarding Alphabet's AI leadership remains unchanged. More recently, a note by analysts at Wells Fargo on March 26 highlighted how they think that Broadcom licensing TPUs to Anthropic could add an additional $2.5 billion and $7.5 billion of incremental high-margin revenue to Google Cloud in 2026 an...
Sunshine Seeds/iStock via Getty Images Hopes for a couple of 25bps reductions in the Fed Funds rate that existed at the start of 2026 have been dashed. Soaring oil, diesel, gasoline, jet fuel, fertilizer and other commodity prices have pushed projected future inflation levels significantly higher. This is the result of the biggest chokepoint in the world, the Strait of Hormuz, being effectively cl...
Sunshine Seeds/iStock via Getty Images Hopes for a couple of 25bps reductions in the Fed Funds rate that existed at the start of 2026 have been dashed. Soaring oil, diesel, gasoline, jet fuel, fertilizer and other commodity prices have pushed projected future inflation levels significantly higher. This is the result of the biggest chokepoint in the world, the Strait of Hormuz, being effectively closed for five weeks now. IEA, CRU, Bloomberg, Woods Mackenzie, S&P Global The Atlanta Fed's GDPNow lowered its forecast for Q1 GDP growth from 1.9% to 1.6% last week. The prospects for Q2 GDP growth will continue to fade for as long as the conflict in the Middle East drags on, in all probability. Whether a recession can be avoided, could well come down to just two words. Location and Duration. EIA Let's start with Location first. The last time oil surged to nearly $150 a barrel just before the Great Financial Crisis, the U.S. was producing approximately five million barrels a day of crude oil. That left the country as a large net importer of oil. However, thanks to the fracking revolution, the U.S. is projected to produce 13.6 million barrels per day of oil in 2026. While the nation exports some crude based products and imports others, the nation has largely become energy independent. EIA In addition, natural gas production has roughly doubled over the past 15 years, and the country is becoming the largest LNG exporter on the globe. That said the prices of oil, natural gas and other commodity prices are somewhat fungible. The U.S. economy will be negatively impacted by higher prices. Gasoline prices are up roughly a third since this war began. Negatively impacting consumers, a large portion were already struggling prior to this conflict. New York Fed, Equifax Importantly, diesel prices have gone from $3.50 a gallon at the beginning of 2026 to $5.40 a gallon at the end of March. And this will boost prices for every good that needs to be moved to market via truck or rail. U.S...
In recent trading, shares of Andersons Inc (Symbol: ANDE) have crossed above the average analyst 12-month target price of $73.33, changing hands for $73.41/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuat
In recent trading, shares of Andersons Inc (Symbol: ANDE) have crossed above the average analyst 12-month target price of $73.33, changing hands for $73.41/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuat