fatido/iStock via Getty Images The Macro Outlook Is Extremely Negative It's not looking good, my friends. Here is a short list of what I see as the major negative macro headwinds for the markets at present. President Trump is saying he is about to bomb Iran into the Stone Age if they don't open the Strait of Hormuz by Monday. Oil is spiking up due to the Strait being closed for a long period of ti...
fatido/iStock via Getty Images The Macro Outlook Is Extremely Negative It's not looking good, my friends. Here is a short list of what I see as the major negative macro headwinds for the markets at present. President Trump is saying he is about to bomb Iran into the Stone Age if they don't open the Strait of Hormuz by Monday. Oil is spiking up due to the Strait being closed for a long period of time. Inflation is inevitably going to rise based on the fact gas prices are up and oil is used in every aspect of the economy. (Even though Powell says he is currently looking through it.) The most affected portion of the population by higher gas prices is the lower part of the K-shaped community. When these consumers pull back, that could bring on the recession everyone has been predicting for the past few years. The U.S. is flush with oil. Yet, the EU is already starting to hurt badly. Unfortunately, the U.S. is not immune to any negative economic contagion arising from Europe, I'm afraid. The war with Iran has caused a rift between the U.S. and NATO. This is something no one would have ever predicted. The unknown consequences from the potential split are definitely not good. The AI narrative seems to be hitting data center power bottlenecks. It appears the time it will take to build out the data centers ordered will be much longer than expected. This means the potential positives from the massive AI buildout may not arrive in time. The fact employment is seemingly doing well and inflation has remained sticky means the Fed is pretty much on hold for the indefinite future. Currently, there is a 95.5% chance the Fed will not cut rates at the next meeting. What's more, there is a slight chance now they may even raise rates. The war in Ukraine is still going strong with no end in sight. You get the picture; the world is on fire. Most would say it's time to hit the exits. Well, I beg to differ! Here is why! Successful investing is completely counterintuitive to human nature Ove...
According to the average brokerage recommendation (ABR), one should invest in Baidu Inc. (BIDU). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
According to the average brokerage recommendation (ABR), one should invest in Baidu Inc. (BIDU). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.
Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.
Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.
Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.
Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.
Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.
The Zacks Focus List offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.
The Zacks Focus List offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.
Based on the average brokerage recommendation (ABR), Alibaba (BABA) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
Based on the average brokerage recommendation (ABR), Alibaba (BABA) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
US Satellite Firm 'Indefinitely Withholds' Iran War Images Per Government Request Authored by Alan Mosley via AntiWar.com, Planet Labs says it will "indefinitely withhold" satellite visuals of Iran and the wider Middle East war zone after a request from the US government and the Trump administration. In an email to customers, the firm said it is shifting to a "managed distribution" model, releasin...
US Satellite Firm 'Indefinitely Withholds' Iran War Images Per Government Request Authored by Alan Mosley via AntiWar.com, Planet Labs says it will "indefinitely withhold" satellite visuals of Iran and the wider Middle East war zone after a request from the US government and the Trump administration. In an email to customers, the firm said it is shifting to a "managed distribution" model, releasing imagery only case-by-case for "urgent, mission-critical requirements," or when release is deemed "in the public interest." Planet also said it will withhold imagery dating back to March 9, and it expects the policy to remain in effect until the conflict ends . On March 6, Planet Labs announced a mandatory 96-hour delay on new imagery collected over the Gulf states, arguing that near-real-time pictures could be exploited to "endanger allied, NATO, and civilian personnel." That measure later expanded into a 14-day delay, described by Planet as an extension of the earlier hold. By March 30, Al Jazeera’s Digital Investigations unit was reporting that independent verification had become harder as commercial providers restricted satellite imagery. A satellite image shows Iran’s Law Enforcement Command (FARAJA) in Tehran, Iran, March 3, 2026, amid the US-Israeli conflict with Iran. 2026 Planet Labs PBC/Handout via REUTERS Satellite imagery matters because, unlike press briefings, it can corroborate damage, assess patterns of targeting, and check narratives that would otherwise be accepted on authority . Reporting by the Global Investigative Journalism Network describes how open-source teams used satellite imagery and videos to probe contested incidents during this war, quoting Bellingcat's head of research warning that a " two-week delay " slows verification and reduces the certainty investigators can reach while events are still developing. It also quotes the Defense Secretary saying, "Open source is not the place to determine what did or did not happen." Despite the insinuatio...
phakphum patjangkata/iStock via Getty Images Danaher Corp. ( DHR ) is an American healthcare company that manufactures and markets products used for advances in biotechnology, life sciences, and diagnostics. Founded in 1969, Danaher is now a $128 billion (by market cap) life sciences juggernaut that employs 59,000 people. About 40% of sales are derived from the US, with the remainder occurring out...
phakphum patjangkata/iStock via Getty Images Danaher Corp. ( DHR ) is an American healthcare company that manufactures and markets products used for advances in biotechnology, life sciences, and diagnostics. Founded in 1969, Danaher is now a $128 billion (by market cap) life sciences juggernaut that employs 59,000 people. About 40% of sales are derived from the US, with the remainder occurring outside the US. The company reports results across three segments: Diagnostics, 40% of FY 2025 revenue; Biotechnology, 30%; and Life Sciences, 30%. Under the stewardship of the billionaire Rales brothers (who still combine to own more than 10% of the company), Danaher has employed the serial acquirer model and the Danaher Business System (a kaizen-based business culture of continuous incremental improvement of processes designed to drive growth, innovation, and efficiency) to build one of the world’s largest healthcare companies and a masterclass in execution. This stock is up more than 80,000% since 1986 – and that’s before accounting for all of the various spinoffs that have also occurred during that period, as well as dividends received by shareholders – making this one of the best long-term investments to ever exist. Danaher owns a range of businesses across healthcare ecosystems, and these businesses often manufacture high-precision, high-value products used for activities (such as molecular biology) where exactness is required. Danaher’s scale, reputation, and expertise are invaluable on this front, making it a go-to firm for laboratories. There are very high barriers to entry here, as nobody is recreating a Danaher on their computer or in their garage. Plus, many of the products it manufactures use consumable components, leading to a high degree of recurring and visible revenue for Danaher. With the world growing larger, older, and wealthier, and with healthcare companies around the world outlaying plenty of capital on R&D as they race for treatments and cures, demand f...
Microsoft (NASDAQ: MSFT) is spending aggressively to control AI models, chips, and infrastructure, but that same strategy may also be creating a sovereign AI trap investors aren't fully pricing in. The upside could be huge if the market is missing what Microsoft is really building. Stock prices used were the market prices of March 28, 2026. The video was published on April 2, 2026. Continue readin...
Microsoft (NASDAQ: MSFT) is spending aggressively to control AI models, chips, and infrastructure, but that same strategy may also be creating a sovereign AI trap investors aren't fully pricing in. The upside could be huge if the market is missing what Microsoft is really building. Stock prices used were the market prices of March 28, 2026. The video was published on April 2, 2026. Continue reading
U.S. stocks ended mixed on Thursday, with oil prices surging following threats from President Donald Trump that he would take harsh action against Iran and that the war could continue for weeks.
U.S. stocks ended mixed on Thursday, with oil prices surging following threats from President Donald Trump that he would take harsh action against Iran and that the war could continue for weeks.
U.S. stocks ended mixed on Thursday, with oil prices surging following threats from President Donald Trump that he would take harsh action against Iran and that the war could continue for weeks.
U.S. stocks ended mixed on Thursday, with oil prices surging following threats from President Donald Trump that he would take harsh action against Iran and that the war could continue for weeks.
Maris-Tech ( MTEK ) announced on Monday that it has received an additional order from an existing governmental customer, extending the ongoing deployment of its intelligence-gathering solutions. The company stated that the order is a part of continued operational use of Maris-Tech’s systems, supporting intelligence-gathering applications that require real-time video processing and analysis at the ...
Maris-Tech ( MTEK ) announced on Monday that it has received an additional order from an existing governmental customer, extending the ongoing deployment of its intelligence-gathering solutions. The company stated that the order is a part of continued operational use of Maris-Tech’s systems, supporting intelligence-gathering applications that require real-time video processing and analysis at the edge, particularly in bandwidth-constrained and mission-critical environments. The expanded engagement reflects the customer’s satisfaction with Maris-Tech’s compact, AI-powered video solutions, with orders exceeding an aggregate value of $400,000 since the beginning of the year, which enable video capture, processing, and transmission directly at the point of collection. MTEK -4.28% premarket to $1.34. Source: Press Release More on Maris-Tech Maris-Tech stock dips on offering to raise about $2M Financial information for Maris-Tech
LASR faces valuation concerns as revenue headwinds, margin pressure and weak microfabrication outlook raise doubts about sustaining its premium multiples.
LASR faces valuation concerns as revenue headwinds, margin pressure and weak microfabrication outlook raise doubts about sustaining its premium multiples.
Gnomes have become collectors’ items since 2016 debut 2026 edition retailing at $49.50 inside Augusta National Everyone says goodbye to the Masters eventually. Sandy Lyle, Ben Crenshaw, Ian Woosnam and Bernhard Langer used recent years to wave goodbye. Will 2026 be the end for an iconic Augusta National element of more recent times … the Masters gnome? Speculation is rising that this Masters will ...
Gnomes have become collectors’ items since 2016 debut 2026 edition retailing at $49.50 inside Augusta National Everyone says goodbye to the Masters eventually. Sandy Lyle, Ben Crenshaw, Ian Woosnam and Bernhard Langer used recent years to wave goodbye. Will 2026 be the end for an iconic Augusta National element of more recent times … the Masters gnome? Speculation is rising that this Masters will be the final time gnomes will be on sale inside Augusta’s merchandise outlets. On face value, this hardly feels dramatic. The quirk, though, is that the household essential for any golf lover has become a victim of its own success. Augusta National has offered no comment when approached on the gnome’s future but the race feels on to collect the final batches of stock before the 14-inch ceramic doll is consigned to Masters history. Continue reading...
hapabapa Mizuho raised the price target on the shares of Dell Technologies ( DELL ) but reduced it for Super Micro Computer ( SMCI ) while discussing AI server demand. The firm kept its Outperform rating on Dell and increased the price target to $215 from $180. Mizuho maintained its Neutral rating on Super Micro but cut its price target to $25 from $33. "We see strong AI Server demand for 2026-27E...
hapabapa Mizuho raised the price target on the shares of Dell Technologies ( DELL ) but reduced it for Super Micro Computer ( SMCI ) while discussing AI server demand. The firm kept its Outperform rating on Dell and increased the price target to $215 from $180. Mizuho maintained its Neutral rating on Super Micro but cut its price target to $25 from $33. "We see strong AI Server demand for 2026-27E, with NVDA 2027E DC revs tracking up >50% y/y. We note: 1) Major CSP [Cloud Service Providers] capex is now estimated at $689B for 2026E, up 64% y/y, with 2027E consensus estimated conservatively at $811B, up 18% y/y, we believe could have SIGNIFICANT upside given NVDA '27 ~50%+ y/y guide and accelerating Agentic-AI (Claude/ChatGPT/OpenClaw) driving tokens, 2) SMCI continues to be AI Server technology leader with strong AI Server CAPEX tailwinds into 2027E, NT [near term] headlines w/China could shift orders to DELL," said analysts led by Vijay Rakesh. The analysts believe Dell could see some upside in the near term for AI servers with a potential demand/sentiment shift in the market as Dell uses its 10x AI server teams versus peers, fortress balance sheet, and estimated $85B five-quarter pipeline. The analysts noted that higher average selling prices, or ASPs, for PCs could offset some near-term unit headwinds as they see Dell taking PC share in 2026. The analysts also see storage upside as AI drives the demand for more storage racks with increasing parameter counts and reasoning model workloads. "While SMCI continues to be an AI Server technology leader with an innovative and nimble team, near-term it faces some challenges with headlines of former employees' NVDA GPU sales to China, which could potentially shift some risk orders away from SMCI to key competitor DELL," said Rakesh and his team. Shares of Dell rose about 1%, while Super Micro was largely flat but in the red premarket on Monday. More on Dell and Super Micro Computer Super Micro Computer: Don't Buy Into Laws...
RCI Hospitality ( RICK ) board of directors has authorized increasing the amount available under the company's share repurchase program by an additional $20M. This gives RCI around $24.8M available to buy back shares when added to the amount remaining from the previous authorization. From FY16, when the company started implementing its capital allocation strategy, to date, RCI has spent almost $80...
RCI Hospitality ( RICK ) board of directors has authorized increasing the amount available under the company's share repurchase program by an additional $20M. This gives RCI around $24.8M available to buy back shares when added to the amount remaining from the previous authorization. From FY16, when the company started implementing its capital allocation strategy, to date, RCI has spent almost $80M repurchasing almost 3M shares at an average of $27.88 per share, excluding the repurchase of the ADW block of shares in November 2025. More on RCI Hospitality RCI Hospitality Holdings, Inc. 2025 Q4 - Results - Earnings Call Presentation RCI Hospitality Holdings, Inc. (RICK) Q4 2025 Earnings Call Transcript RCI Hospitality: Bombshells Still A Bombshell As Multiple Becomes More Attractive RCI Hospitality gets Nasdaq extension to file quarterly report RCI Hospitality targets $400M revenue and doubles free cash flow per share by fiscal 2029 amid ongoing portfolio optimization
Adam Bartosik/iStock via Getty Images Elbit Systems ( ESLT ) secured a $750M (€650M) contract as part of a previously announced agreement between the IMOD and the HMND. The deal is to supply PULS rocket systems to Greece, including launchers, precision rockets, training ammo, and more to support revenue growth. The deal will run for 4 years, with an additional 10-year support contract. More on Elb...
Adam Bartosik/iStock via Getty Images Elbit Systems ( ESLT ) secured a $750M (€650M) contract as part of a previously announced agreement between the IMOD and the HMND. The deal is to supply PULS rocket systems to Greece, including launchers, precision rockets, training ammo, and more to support revenue growth. The deal will run for 4 years, with an additional 10-year support contract. More on Elbit Systems Elbit Systems Execution Remains Strong But Expectations Run High Elbit Systems Ltd. (ESLT) Q4 2025 Earnings Call Transcript Elbit Systems Ltd. 2025 Q4 - Results - Earnings Call Presentation Elbit Systems wins $750M PULS rocket artillery contract with Greece Elbit Systems outlines $300M CapEx plan for 2026 to meet surging demand and record $28.1B backlog
Adam Bartosik/iStock via Getty Images Elbit Systems secured a $750M (€650M) contract as part of a previously announced agreement between the IMOD and the HMND. The deal is to supply PULS rocket systems to Greece, including launchers, precision rockets, training ammo, and more to support revenue growth. The deal will run for 4 years, with an additional 10-year support contract. More on Elbit System...
Adam Bartosik/iStock via Getty Images Elbit Systems secured a $750M (€650M) contract as part of a previously announced agreement between the IMOD and the HMND. The deal is to supply PULS rocket systems to Greece, including launchers, precision rockets, training ammo, and more to support revenue growth. The deal will run for 4 years, with an additional 10-year support contract. More on Elbit Systems Elbit Systems Execution Remains Strong But Expectations Run High Elbit Systems Ltd. (ESLT) Q4 2025 Earnings Call Transcript Elbit Systems Ltd. 2025 Q4 - Results - Earnings Call Presentation Elbit Systems wins $750M PULS rocket artillery contract with Greece Elbit Systems outlines $300M CapEx plan for 2026 to meet surging demand and record $28.1B backlog
AntonioSolano/iStock via Getty Images As Q1 2026 earnings season is set to kick off, investors are keeping a close eye on the energy sector amid a backdrop of volatile crude prices, shifting demand dynamics, and ongoing geopolitical uncertainty. The following list highlights mid-cap energy names that have a Seeking Alpha EPS Revision Quant Grade of A- or higher, an indication that the analyst comm...
AntonioSolano/iStock via Getty Images As Q1 2026 earnings season is set to kick off, investors are keeping a close eye on the energy sector amid a backdrop of volatile crude prices, shifting demand dynamics, and ongoing geopolitical uncertainty. The following list highlights mid-cap energy names that have a Seeking Alpha EPS Revision Quant Grade of A- or higher, an indication that the analyst community has been raising its expectations for these companies ahead of their Q1 reports Par Pacific Holdings, Inc. ( PARR ) and Talos Energy Inc. ( TALO ) lead the rankings, each securing the highest possible grade of A+. PARR operates in oil and gas refining and marketing, while TALO focuses on exploration and production. Both companies also carry Strong Buy quant ratings, reinforcing their favorable positioning among mid-cap energy names. The remainder of the list features companies with solid A- revision grades across diverse energy subsectors. This includes Archrock, Inc. ( AROC ) in equipment and services, California Resources Corporation ( CRC ) and SM Energy Company ( SM ) in exploration and production, as well as PBF Energy Inc. ( PBF ) in refining and marketing. National Energy Services Reunited Corp. ( NESR ) and NextDecade Corporation ( NEXT ) round out the list, representing equipment services and storage and transportation, respectively. Par Pacific Holdings, Inc. ( PARR ): A+ Talos Energy Inc. ( TALO ): A+ Archrock, Inc. ( AROC ): A- California Resources Corporation ( CRC ): A- National Energy Services Reunited Corp. ( NESR ): A- NextDecade Corporation ( NEXT ): A- PBF Energy Inc. ( PBF ): A- SM Energy Company ( SM ): A- Energy ETFs: ( XLE ), ( AMLP ), ( VDE ), ( XOP ), ( OIH ), and ( IXC ) More on energy stocks Finding The Opportunities After The Selloff And End Of The War Macro Insights: The Hormuz Crisis Says No, But The Market Says Yes Crude Oil Structure Offers Interesting ETF Trading Opportunities Energy small-cap stocks with A-grade EPS revisions Roth Cap...
Tesla (NASDAQ: TSLA) is trading near $361, down 19.8% year-to-date, and the dominant narrative across financial media remains the same: missed delivery numbers, slumping EV demand, and Elon Musk’s divided attention. That framing misses the more consequential story building inside Tesla’s balance sheet. The energy business generated nearly $12.8 billion in revenue in 2025, a ... Tesla Is Quietly Be...
Tesla (NASDAQ: TSLA) is trading near $361, down 19.8% year-to-date, and the dominant narrative across financial media remains the same: missed delivery numbers, slumping EV demand, and Elon Musk’s divided attention. That framing misses the more consequential story building inside Tesla’s balance sheet. The energy business generated nearly $12.8 billion in revenue in 2025, a ... Tesla Is Quietly Becoming a Global Utility and Wall Street Barely Notices