Wells Fargo trimmed its price target on Meta Platforms (NASDAQ:META) to $765 from $856 while maintaining an Overweight rating ahead of quarterly results. The cut acknowledges near-term macro uncertainty, but the firm’s core thesis remains intact: risk/reward looks attractive for investors willing to hold through the noise heading into earnings. So far this year, shares ... Meta Platforms Price Tar...
Wells Fargo trimmed its price target on Meta Platforms (NASDAQ:META) to $765 from $856 while maintaining an Overweight rating ahead of quarterly results. The cut acknowledges near-term macro uncertainty, but the firm’s core thesis remains intact: risk/reward looks attractive for investors willing to hold through the noise heading into earnings. So far this year, shares ... Meta Platforms Price Target Trimmed by Wells Fargo
Elen11/iStock via Getty Images The first quarter of 2026 was one of the most headline-whiplash quarters investors have experienced in years, with numerous forces driving market rotations, including: SaaS-pocalypse fears Mega-cap tech CapEx announcements for AI Private credit concerns Uncertainty about where inflation and interest rates are headed And, most recently, the Iran war These factors have...
Elen11/iStock via Getty Images The first quarter of 2026 was one of the most headline-whiplash quarters investors have experienced in years, with numerous forces driving market rotations, including: SaaS-pocalypse fears Mega-cap tech CapEx announcements for AI Private credit concerns Uncertainty about where inflation and interest rates are headed And, most recently, the Iran war These factors have all aligned to set the market up for significant rotation, with three sectors in particular positioned to rebound sharply. In this article, I will take a deeper look at that macro environment for the past three months, as well as why I think a major market shift may be ahead. AI Euphoria Meets a Rude Awakening The S&P 500 ( SPY ) opened the year hovering near all-time highs and indeed hit an all-time high in January, due to strong AI CapEx announcements, such as Amazon's ( AMZN ) $200 billion, Meta's ( META ) $115 billion to $135 billion, and similarly strong announcements from the likes of Microsoft ( MSFT ), Alphabet ( GOOGL ), and Oracle ( ORCL ). Additionally, consumer confidence and retail sales data seemed healthy heading into February, leading to subdued volatility. However, as the calendar turned from January to February, the first major shock hit as reports of advanced AI tools potentially disrupting the cybersecurity and software spaces fed what was broadly termed as the "SaaS-pocalypse." This is the fear that AI would not only challenge but ultimately disrupt and even displace significant portions of the software industry, causing the sector to plunge, with even sector stalwarts like MSFT, Adobe ( ADBE ), and CrowdStrike ( CRWD ) getting hit hard, while more broadly diversified software names like Roper Technologies ( ROP ) also did not escape. Even AI darlings like Palantir ( PLTR ) were not immune to these headwinds, and software lenders like Hercules Capital ( HTGC ) got hit hard over concerns that software loans themselves might even be impaired, beyond just...
(Bloomberg) -- President Donald Trump is preparing to release a fiscal year 2027 budget plan on Friday that will frame his party’s midterm election message around a massive defense buildup, partially paid for by cuts to domestic agencies.A governing vision that directs tax dollars to the Pentagon amid an unpopular Iran war represents a political risk for the White House, especially against a backd...
(Bloomberg) -- President Donald Trump is preparing to release a fiscal year 2027 budget plan on Friday that will frame his party’s midterm election message around a massive defense buildup, partially paid for by cuts to domestic agencies.A governing vision that directs tax dollars to the Pentagon amid an unpopular Iran war represents a political risk for the White House, especially against a backdrop of spiking gasoline prices. Trump could also face resistance from within his own party over envi
The S&P 500 Index ($SPX ) (SPY ) today is down -1.13%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -1.15%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.53%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -1.13%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -1.15%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.53%. June E-mini S&P futures (ESM26 ) are down -1.07%, and June E-mini Nasdaq futures...
Amazon.com (NASDAQ: AMZN) is reportedly in talks to acquire Globalstar (NASDAQ: GSAT), Apple’s satellite connectivity partner, in a deal valued at roughly $9 billion. For Apple (NASDAQ: AAPL) investors, the implications deserve a close look. Apple’s Dependence on Globalstar Apple uses Globalstar for Emergency SOS via Satellite and satellite messaging features across its iPhone lineup. ... Apple In...
Amazon.com (NASDAQ: AMZN) is reportedly in talks to acquire Globalstar (NASDAQ: GSAT), Apple’s satellite connectivity partner, in a deal valued at roughly $9 billion. For Apple (NASDAQ: AAPL) investors, the implications deserve a close look. Apple’s Dependence on Globalstar Apple uses Globalstar for Emergency SOS via Satellite and satellite messaging features across its iPhone lineup. ... Apple Investors Face New Risk as Amazon Eyes Takeover of iPhone’s Satellite Partner
The Vanguard Consumer Staples ETF (NYSEMKT:VDC) and the Invesco Food & Beverage ETF (NYSEMKT:PBJ) both offer exposure to U.S. consumer staples companies, but their approaches and portfolios look quite different. This comparison explores each ETF’s fees, performance, risk, and holdings to help investors decide which may be a better fit for their goals. Beta measures price volatility relative to the...
The Vanguard Consumer Staples ETF (NYSEMKT:VDC) and the Invesco Food & Beverage ETF (NYSEMKT:PBJ) both offer exposure to U.S. consumer staples companies, but their approaches and portfolios look quite different. This comparison explores each ETF’s fees, performance, risk, and holdings to help investors decide which may be a better fit for their goals. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. VDC is significantly cheaper, with an expense ratio of 0.09%, compared to PBJ’s 0.61%. VDC also offers a higher dividend yield at 1.95%, while PBJ pays 1.61% -- a notable gap for income-focused investors. Continue reading
Artificial intelligence (AI) continues to be a driving force in the markets as the use cases for AI accelerate. Some of the newest ways people are using AI today are the agentic type, like having a large-language model (LLM) find the best flights or make a grocery order. As the opportunity evolves, it's expanding. According to Grand View Research, the AI market opportunity was $391 billion last ye...
Artificial intelligence (AI) continues to be a driving force in the markets as the use cases for AI accelerate. Some of the newest ways people are using AI today are the agentic type, like having a large-language model (LLM) find the best flights or make a grocery order. As the opportunity evolves, it's expanding. According to Grand View Research, the AI market opportunity was $391 billion last year, and it's expected to increase at a compound annual growth rate of 30.6%, reaching nearly $3.5 trillion by 2033. Large hyperscalers have been investing billions in their platforms to grab market share, and they all offer their own take on AI development. Amazon (NASDAQ: AMZN) , in its inimitable way, has been the flashiest hypserscaler, and it's planning to spend $200 billion in 2026. Continue reading
Looking at the universe of stocks we cover at Dividend Channel, on 4/6/26, Zedge Inc (Symbol: ZDGE) will trade ex-dividend, for its quarterly dividend of $0.02, payable on 4/15/26. As a percentage of ZDGE's recent stock price of $2.87, this dividend works out to approximately 0
Looking at the universe of stocks we cover at Dividend Channel, on 4/6/26, Zedge Inc (Symbol: ZDGE) will trade ex-dividend, for its quarterly dividend of $0.02, payable on 4/15/26. As a percentage of ZDGE's recent stock price of $2.87, this dividend works out to approximately 0
Looking at the universe of stocks we cover at Dividend Channel, on 4/6/26, Roper Technologies Inc (Symbol: ROP) will trade ex-dividend, for its quarterly dividend of $0.91, payable on 4/22/26. As a percentage of ROP's recent stock price of $356.24, this dividend works out to ap
Looking at the universe of stocks we cover at Dividend Channel, on 4/6/26, Roper Technologies Inc (Symbol: ROP) will trade ex-dividend, for its quarterly dividend of $0.91, payable on 4/22/26. As a percentage of ROP's recent stock price of $356.24, this dividend works out to ap
Looking at the universe of stocks we cover at Dividend Channel, on 4/6/26, Shoe Carnival, Inc. (Symbol: SCVL) will trade ex-dividend, for its quarterly dividend of $0.17, payable on 4/20/26. As a percentage of SCVL's recent stock price of $15.69, this dividend works out to appr
Looking at the universe of stocks we cover at Dividend Channel, on 4/6/26, Shoe Carnival, Inc. (Symbol: SCVL) will trade ex-dividend, for its quarterly dividend of $0.17, payable on 4/20/26. As a percentage of SCVL's recent stock price of $15.69, this dividend works out to appr
Amazon (NASDAQ:AMZN) just picked up a fresh vote of confidence from Wells Fargo, which raised its price target to $305 from $304 while maintaining an Overweight rating and naming Amazon its top Internet pick for 2026. The call centers on two converging forces: AWS revenue acceleration and a long-awaited positive inflection in free cash flow ... Amazon Is Wells Fargo’s Top Internet Pick for 2026
Amazon (NASDAQ:AMZN) just picked up a fresh vote of confidence from Wells Fargo, which raised its price target to $305 from $304 while maintaining an Overweight rating and naming Amazon its top Internet pick for 2026. The call centers on two converging forces: AWS revenue acceleration and a long-awaited positive inflection in free cash flow ... Amazon Is Wells Fargo’s Top Internet Pick for 2026
Looking at the universe of stocks we cover at Dividend Channel, on 4/6/26, Commercial Metals Co. (Symbol: CMC) will trade ex-dividend, for its quarterly dividend of $0.20, payable on 4/15/26. As a percentage of CMC's recent stock price of $61.37, this dividend works out to appr
Looking at the universe of stocks we cover at Dividend Channel, on 4/6/26, Commercial Metals Co. (Symbol: CMC) will trade ex-dividend, for its quarterly dividend of $0.20, payable on 4/15/26. As a percentage of CMC's recent stock price of $61.37, this dividend works out to appr
Looking at the universe of stocks we cover at Dividend Channel, on 4/6/26, Rithm Capital Corp (Symbol: RITM) will trade ex-dividend, for its quarterly dividend of $0.25, payable on 4/30/26. As a percentage of RITM's recent stock price of $9.30, this dividend works out to approx
Looking at the universe of stocks we cover at Dividend Channel, on 4/6/26, Rithm Capital Corp (Symbol: RITM) will trade ex-dividend, for its quarterly dividend of $0.25, payable on 4/30/26. As a percentage of RITM's recent stock price of $9.30, this dividend works out to approx
Looking at the universe of stocks we cover at Dividend Channel, on 4/6/26, Escalade, Inc. (Symbol: ESCA) will trade ex-dividend, for its quarterly dividend of $0.1525, payable on 4/13/26. As a percentage of ESCA's recent stock price of $17.92, this dividend works out to approxi
Looking at the universe of stocks we cover at Dividend Channel, on 4/6/26, Escalade, Inc. (Symbol: ESCA) will trade ex-dividend, for its quarterly dividend of $0.1525, payable on 4/13/26. As a percentage of ESCA's recent stock price of $17.92, this dividend works out to approxi
Looking at the universe of stocks we cover at Dividend Channel, on 4/6/26, JPMorgan Chase & Co (Symbol: JPM) will trade ex-dividend, for its quarterly dividend of $1.50, payable on 4/30/26. As a percentage of JPM's recent stock price of $289.51, this dividend works out to a
Looking at the universe of stocks we cover at Dividend Channel, on 4/6/26, JPMorgan Chase & Co (Symbol: JPM) will trade ex-dividend, for its quarterly dividend of $1.50, payable on 4/30/26. As a percentage of JPM's recent stock price of $289.51, this dividend works out to a
In early trading on Thursday, shares of Chevron topped the list of the day's best performing Dow Jones Industrial Average components, trading up 3.3%. Year to date, Chevron registers a 33.8% gain. And the worst performing Dow component thus far on the day is Sherwin-Williams,
In early trading on Thursday, shares of Chevron topped the list of the day's best performing Dow Jones Industrial Average components, trading up 3.3%. Year to date, Chevron registers a 33.8% gain. And the worst performing Dow component thus far on the day is Sherwin-Williams,
Earnings Call Insights: AngioDynamics (ANGO) Q3 FY2026 Management view “Our third quarter was strong across the board,” James Clemmer said, adding that results were “led by impressive growth in our Med Tech segment” and that the company is “once again raising our full year guidance for net sales and adjusted EBITDA.” (CEO, President & Director James Clemmer) Clemmer highlighted continued Auryon mo...
Earnings Call Insights: AngioDynamics (ANGO) Q3 FY2026 Management view “Our third quarter was strong across the board,” James Clemmer said, adding that results were “led by impressive growth in our Med Tech segment” and that the company is “once again raising our full year guidance for net sales and adjusted EBITDA.” (CEO, President & Director James Clemmer) Clemmer highlighted continued Auryon momentum, saying Auryon delivered its “19th consecutive quarter of double-digit year-over-year growth,” supported by “our push into the hospital market” and “continued traction following our CE Mark approval.” (CEO Clemmer) On Mechanical Thrombectomy, Clemmer said the combined AlphaVac and AngioVac portfolio “grew approximately 18% over the prior year,” and noted AlphaVac drove “the largest sequential revenue increase we have seen since its launch.” He also said the company “enrolled our first patients in the APEX-Return pivotal trial” and “continue[s] to strive to complete the approval process during the first quarter of calendar 2027.” (CEO Clemmer) On NanoKnife, Clemmer pointed to the new reimbursement tailwind, saying, “Our CPT 1 Code became effective on January 1. And what we have seen thus far has been positive,” and added the company announced “expanded European indications for NanoKnife to include soft tissue ablation for tumors of the liver, pancreas, kidney and prostate.” (CEO Clemmer) “Revenue increased 8.9% to $78.4 million,” and “we are raising multiple components of our full year fiscal 2026 guidance,” including net sales and adjusted EBITDA ranges. (Executive VP & CFO Stephen Trowbridge) Clemmer also provided an update on CEO succession: “The Board has formed a search committee and has engaged a leading executive search firm,” and “until my successor is appointed, Steve and I will continue leading the team.” (CEO Clemmer) Outlook Management raised FY2026 net sales guidance to $313.5 million to $315.5 million (from $312 million to $314 million) and raised adjust...