Key Points Demand for memory chips due to AI applications has helped boost Micron Technologies stock to new heights. However, in the past, upward cycles have eventually given way to a glut of memory chips on the market, leading to subsequent downturns. Although the length of the cycle might be longer this time, there’s nothing to suggest that the fundamental business cycle has changed. 10 stocks w...
Key Points Demand for memory chips due to AI applications has helped boost Micron Technologies stock to new heights. However, in the past, upward cycles have eventually given way to a glut of memory chips on the market, leading to subsequent downturns. Although the length of the cycle might be longer this time, there’s nothing to suggest that the fundamental business cycle has changed. 10 stocks we like better than Micron Technology › Even among artificial intelligence stocks, it's hard to find companies that can match the recent performance of Micron Technology (NASDAQ: MU). The longtime provider of memory semiconductor chips has seen its stock quadruple over the past year, soaring to record levels. Record demand for memory chips from AI hyperscalers seeking to build out data center capacity has been the primary fuel for Micron's ascent, but other factors have played to Micron's advantage as well. The question now is how long the good times can last and what might happen when the music stops. Over the past couple of days, the two previous articles in this three-part series on Micron for the Voyager Portfolio have given investors context on the chipmaker's history and its recent financial performance. This final article closes with a look at whether Micron's growth is sustainable and what could happen with its stock price in the future. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Why this time might be different for Micron In the past, when Micron has enjoyed strong demand that has allowed it to raise prices, favorable conditions prompted it to build out greater production capacity to take maximum short-term advantage. Once that added capacity came online, however, it disrupted the supply/demand balance. Moreover, when demand slowed due to cyclical factors facing makers of hardware and electro...
Investing.com -- Morgan Stanley warned investors in a note Tuesday that Qualcomm faces a difficult backdrop in 2026 as memory shortages weigh on the Android ecosystem and handset demand.
Investing.com -- Morgan Stanley warned investors in a note Tuesday that Qualcomm faces a difficult backdrop in 2026 as memory shortages weigh on the Android ecosystem and handset demand.
Key Points Ares’ high yield will be hard to sustain as interest rates decline. Realty offers a lower, but more sustainable yield with a healthier underlying business. 10 stocks we like better than Ares Capital › Ares Capital (NASDAQ: ARCC), the world's largest business development corporation (BDC), attracts many income investors with its forward dividend yield of 9.9%. However, it's becoming hard...
Key Points Ares’ high yield will be hard to sustain as interest rates decline. Realty offers a lower, but more sustainable yield with a healthier underlying business. 10 stocks we like better than Ares Capital › Ares Capital (NASDAQ: ARCC), the world's largest business development corporation (BDC), attracts many income investors with its forward dividend yield of 9.9%. However, it's becoming harder to sustain that massive yield as interest rates decline. As a BDC, Ares finances "middle market" companies, which often struggle to secure loans from conventional banks because they're classified as higher-risk clients. It currently invests in 603 companies across its $29.5 billion portfolio. To reduce its credit risk, it allocates 60.5% of its portfolio to first-lien secured loans and 5% to second-lien secured loans. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Ares' business is well diversified, but its floating-rate loans track the Fed's benchmark rate. To generate consistent profits, those rates must stay in a "Goldilocks" zone. Higher interest rates boost Ares' net income, but they also create macro headwinds for its portfolio companies and make its dividend-paying shares less attractive than fixed-income investments. After raising its benchmark rate 11 consecutive times in 2022 and 2023, the Fed reduced it 6 straight times in 2024 and 2025. That pressure reduced Ares' EPS from $2.68 in 2023 to $1.86 in 2025 -- which falls short of its forward dividend rate of $1.92 per share. Ares' stock looks cheap at 10 times forward earnings, but other dividend-paying blue chip stocks look more attractive right now. One of those stocks is Realty Income (NYSE: O). Why is Realty Income a better buy? Realty Income, which owns more than 15,500 commercial properties in the U.S. and Europe, is one of the world's largest real estate investment trusts (REITs). REI...
Larry Ellison’s Paramount has been caught up in an endless bidding war with Netflix - Justin Sullivan/Getty Billionaire Larry Ellison has launched a fresh effort to derail Netflix’s planned $83bn (£61bn) takeover of Warner Bros. Paramount, the US media group controlled by the Oracle founder, has sweetened its rival $108bn bid for the historic Hollywood studio as it seeks to win over shareholders. ...
Larry Ellison’s Paramount has been caught up in an endless bidding war with Netflix - Justin Sullivan/Getty Billionaire Larry Ellison has launched a fresh effort to derail Netflix’s planned $83bn (£61bn) takeover of Warner Bros. Paramount, the US media group controlled by the Oracle founder, has sweetened its rival $108bn bid for the historic Hollywood studio as it seeks to win over shareholders. The company offered to pay a so-called “ticking fee” of $0.25 per share to investors every quarter should its deal fail to close by the end of the year. It also agreed to cover the $2.8bn termination fee Warner Bros would have to pay Netflix if it abandons their agreed deal, as well as $1.5bn in fees linked to Warner Bros’ debt refinancing. The latest approach reflects efforts by Paramount, which is led by Larry Ellison’s son David Ellison, to highlight the uncertainty surrounding Netflix’s bid. The US department of justice (DoJ) last week launched a competition review into the takeover amid concerns that merging two of the largest US streaming services – Netflix and HBO Max – could hand the combined company monopoly power. At a US Senate hearing earlier this month, Ted Sarandos, co-chief executive of Netflix, rejected claims that the deal would be bad for consumers. However, the streaming giant has acknowledged that regulatory reviews could take up to 18 months. Paramount would likely also face regulatory scrutiny for its proposed deal, but the company argues its approach offers greater certainty. David Ellison, the chairman and chief executive of Paramount, said: “The additional benefits of our superior $30 per share, all-cash offer clearly underscore our strong and unwavering commitment to delivering the full value WBD shareholders deserve for their investment. Paramount says it will agree to pay the $2.8bn termination fee if Netflix falls through - Mario Tama/Getty “We are making meaningful enhancements – backing this offer with billions of dollars, providing shareholde...
(RTTNews) - Paramount Skydance Corp. (PSKY) said Tuesday it has amended its all-cash tender offer to acquire Warner Bros. Discovery Inc. (WBD), maintaining its $30-per-share proposal while adding new incentives and financing commitments to strengthen its offer. Paramount said its bid offers superior value and certainty to Netflix's sliding-scale merger consideration, which WBD disclosed in a Febru...
(RTTNews) - Paramount Skydance Corp. (PSKY) said Tuesday it has amended its all-cash tender offer to acquire Warner Bros. Discovery Inc. (WBD), maintaining its $30-per-share proposal while adding new incentives and financing commitments to strengthen its offer. Paramount said its bid offers superior value and certainty to Netflix's sliding-scale merger consideration, which WBD disclosed in a February 9 preliminary proxy filing, ranging from $21.23 to $27.75 per share, depending on debt levels at Discovery Global. To improve the proposal, Paramount has introduced a $0.25 per-share quarterly "ticking fee" payable for each quarter the deal remains unclosed beyond December 31, 2026. The company also agreed to fund the $2.8 billion termination fee owed to Netflix if WBD exits its current agreement and to address WBD's debt financing costs, including backstopping a potential $1.5 billion exchange-related fee. Paramount said the offer is fully financed, backed by $43.6 billion in equity commitments and $54 billion in debt commitments, alongside a $43.3 billion personal guarantee from Larry Ellison. The company noted it has complied with the U.S. Department of Justice's Second Request and secured German foreign investment clearance, and urged WBD's board and shareholders to engage with its revised proposal. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
At Holdings Channel, we have reviewed the latest batch of the 22 most recent 13F filings for the 03/31/2025 reporting period, and noticed that Ishares Gold Trust the Ishares Gold Trus (Symbol: IAU) was held by 10 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do ...
At Holdings Channel, we have reviewed the latest batch of the 22 most recent 13F filings for the 03/31/2025 reporting period, and noticed that Ishares Gold Trust the Ishares Gold Trus (Symbol: IAU) was held by 10 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen. Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in IAU positions, for this latest batch of 13F filers: In terms of shares owned, we count 4 of the above funds having increased existing IAU positions from 12/31/2024 to 03/31/2025, with 3 having decreased their positions and 1 new position. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the IAU share count in the aggregate among all of the funds which held IAU at the 03/31/2025 reporting period (out of the 1,655 we looked at in total). We then compared that number to the sum total of IAU shares those same funds held back at the 12/31/2024 period, to see how the aggregate share count held by hedge funds has moved for IAU. We found that between these two periods, funds increased their holdings by 3,204,810 shares in the aggregate, from 35,006,249 up to 38,211,059 for a share count increase of approximately 9.15%. The overal...
At Holdings Channel, we have reviewed the latest batch of the 39 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Williams Cos Inc (Symbol: WMB) was held by 12 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not tell the whole story...
At Holdings Channel, we have reviewed the latest batch of the 39 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Williams Cos Inc (Symbol: WMB) was held by 12 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look. Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen. Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in WMB positions, for this latest batch of 13F filers: In terms of shares owned, we count 2 of the above funds having increased existing WMB positions from 09/30/2025 to 12/31/2025, with 5 having decreased their positions and 3 new positions. Looking beyond these particular funds in this one batch of most recent filers, we tallied up the WMB share count in the aggregate among all of the funds which held WMB at the 12/31/2025 reporting period (out of the 4,456 we looked at in total). We then compared that number to the sum total of WMB shares those same funds held back at the 09/30/2025 period, to see how the aggregate share count held by hedge funds has moved for WMB. We found that between these two periods, funds increased their holdings by 4,814,985 shares in the aggregate, from 262,718,806 up to 267,533,791 for a share count increase of approximately 1.83%. The overall top three funds hol...
A second analyst just warned: Competitor overproduction could blow up the Micron buy thesis. For the second day in a row, Micron (MU 1.58%) stock fell on Tuesday, down 3% through 11:45 a.m. ET. And for the second day in a row, Micron stock fell on Tuesday... despite being recommended as a "buy" on Wall Street. Yesterday, if you recall, analysts at TD Cowen set a $600 price target on Micron stock, ...
A second analyst just warned: Competitor overproduction could blow up the Micron buy thesis. For the second day in a row, Micron (MU 1.58%) stock fell on Tuesday, down 3% through 11:45 a.m. ET. And for the second day in a row, Micron stock fell on Tuesday... despite being recommended as a "buy" on Wall Street. Yesterday, if you recall, analysts at TD Cowen set a $600 price target on Micron stock, predicting a 55% profit as the company rode a rising tide of DRAM riches to earn as much as $60 a share. Today, it's Deutsche Bank's turn to recommend Micron -- and have its recommendation rejected by investors. Why Deutsche Bank loves Micron stock "Unprecedented" tight supplies of DRAM memory chips combined with high demand for DRAM and HBM (high bandwidth memory), says Deutsche Bank analyst Melissa Weathers, are "favorable for MU," and imply both higher prices for the company's chips -- and fatter profits for Micron. Weathers is somewhat less optimistic than TD Cowen's analyst was yesterday. However, she's still forecasting Micron to earn $46.50 this year, and she values the stock similarly to Cowen, arguing that a valuation of 11 times earnings is appropriate for the semiconductor stock: $500 a share. Expand NASDAQ : MU Micron Technology Today's Change ( -1.58 %) $ -6.08 Current Price $ 377.43 Key Data Points Market Cap $432B Day's Range $ 366.10 - $ 382.78 52wk Range $ 61.54 - $ 455.50 Volume 883K Avg Vol 32M Gross Margin 45.53 % Dividend Yield 0.12 % Is Micron stock a buy? And yet, at the same time as Weathers recommends buying Micron and raises her price target on the stock, she also gives the same warning that Barron's highlighted yesterday: There's a risk that "additional supply being brought on by competitors" could cause "a deterioration in memory pricing" -- derailing Micron's hopes for higher prices, sales, and profits. With Samsung reportedly ramping up HBM production, this is a risk investors need to bear in mind. Just because Micron's doing well today doesn't...
Key Points TD Cowen raised its price target on Micron yesterday, and Deutsche Bank seconded the emotion today. Micron stock dropped both days, and worries about overproduction are starting to surface. 10 stocks we like better than Micron Technology › For the second day in a row, Micron (NASDAQ: MU) stock fell on Tuesday, down 3% through 11:45 a.m. ET. And for the second day in a row, Micron stock ...
Key Points TD Cowen raised its price target on Micron yesterday, and Deutsche Bank seconded the emotion today. Micron stock dropped both days, and worries about overproduction are starting to surface. 10 stocks we like better than Micron Technology › For the second day in a row, Micron (NASDAQ: MU) stock fell on Tuesday, down 3% through 11:45 a.m. ET. And for the second day in a row, Micron stock fell on Tuesday... despite being recommended as a "buy" on Wall Street. Yesterday, if you recall, analysts at TD Cowen set a $600 price target on Micron stock, predicting a 55% profit as the company rode a rising tide of DRAM riches to earn as much as $60 a share. Today, it's Deutsche Bank's turn to recommend Micron -- and have its recommendation rejected by investors. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Why Deutsche Bank loves Micron stock "Unprecedented" tight supplies of DRAM memory chips combined with high demand for DRAM and HBM (high bandwidth memory), says Deutsche Bank analyst Melissa Weathers, are "favorable for MU," and imply both higher prices for the company's chips -- and fatter profits for Micron. Weathers is somewhat less optimistic than TD Cowen's analyst was yesterday. However, she's still forecasting Micron to earn $46.50 this year, and she values the stock similarly to Cowen, arguing that a valuation of 11 times earnings is appropriate for the semiconductor stock: $500 a share. Is Micron stock a buy? And yet, at the same time as Weathers recommends buying Micron and raises her price target on the stock, she also gives the same warning that Barron's highlighted yesterday: There's a risk that "additional supply being brought on by competitors" could cause "a deterioration in memory pricing" -- derailing Micron's hopes for higher prices, sales, and profits. With Samsung reporte...
is a reporter focusing on film, TV, and pop culture. Before The Verge, he wrote about comic books, labor, race, and more at io9 and Gizmodo for almost five years. A few weeks ago, I locked eyes with Sir Ian McKellen as he told me a story about how I was born, where I grew up, and when I would eventually die. Some of the details were a little off, but others were so unsettlingly on the money that i...
is a reporter focusing on film, TV, and pop culture. Before The Verge, he wrote about comic books, labor, race, and more at io9 and Gizmodo for almost five years. A few weeks ago, I locked eyes with Sir Ian McKellen as he told me a story about how I was born, where I grew up, and when I would eventually die. Some of the details were a little off, but others were so unsettlingly on the money that it felt like he really did know things about my life that I’d never really shared with anyone. He told me not to panic, which was hard because of how piercing and arresting the entire experience was. McKellen’s words made me look away only to find Golda Rosheuvel staring back at me just as intently and telling the same captivating tale I wanted to hear more of. Her telling of the story was different and brought new emotions into sharp focus, but it felt like it was coming from the same well of deep wisdom. And while there were moments when Arinzé Kene and Rosie Sheehy took the narrative to painful, dark places, making direct eye contact with them helped me understand that they were only trying to convey some important truths about themselves. This is some of what I felt during a recent showing of An Ark, a new play from writer Simon Stephens, director Sarah Frankcom, and mixed reality production specialist Todd Eckert that’s currently running at The Shed in New York City. Produced by Eckert’s Tin Drum Theatre Company, An Ark uses augmented reality glasses to create a mixed reality experience that brings you face to face with the play’s actors. The play builds on Tin Drum’s previous experimental productions like The Life — a mixed reality show in which performance artist Marina Abramović paces around while disappearing — and Medusa, an installation that used Magic Leap 2 headsets to display digital architecture in an empty art space. But the new work deploys its technology in a novel way that makes it feel like you are more than an audience member. I and a few dozen other peo...
Frontier Airlines’ stock is one of the best-performing airline shares in recent months, defying expectations that the business model of low-cost and ultralow-cost airlines is dying.
Frontier Airlines’ stock is one of the best-performing airline shares in recent months, defying expectations that the business model of low-cost and ultralow-cost airlines is dying.
These stocks yield more than 5% and have been picking up steam this year. When dividend stocks offer high yields of more than 5%, the temptation can often be to assume that they aren't safe. But the yield alone doesn't mean that the payout is unsustainable. A stock could be down for any number of reasons, pushing its yield up in the process. A couple of dividend stocks that may seem risky at first...
These stocks yield more than 5% and have been picking up steam this year. When dividend stocks offer high yields of more than 5%, the temptation can often be to assume that they aren't safe. But the yield alone doesn't mean that the payout is unsustainable. A stock could be down for any number of reasons, pushing its yield up in the process. A couple of dividend stocks that may seem risky at first glance are United Parcel Service (UPS +1.19%) and Verizon Communications (VZ +1.19%). Their yields are well over 5%, but their payouts aren't too good to be true. Here's why they look like great buys today. United Parcel Service Logistics giant United Parcel Service, or UPS, yields 5.6%. That's five times higher than the S&P 500 average of just 1.1%. UPS stock had an even higher yield earlier in the year, but it has come down as its share price has risen by around 19% thus far in 2026. In January, the logistics giants reported fourth-quarter numbers that beat analyst expectations. The company's adjusted per-share profit of $2.38 for the last three months of 2025 easily surpassed projections of $2.20. Investors were also encouraged that its full-year revenue guidance for 2026 was nearly $2 billion higher than analyst estimates ($89.7 billion versus $87.9 billion). As a result of the strong numbers, the stock has been rallying in the early part of the year. Expand NYSE : UPS United Parcel Service Today's Change ( 1.19 %) $ 1.40 Current Price $ 119.32 Key Data Points Market Cap $100B Day's Range $ 117.44 - $ 119.32 52wk Range $ 82.00 - $ 123.70 Volume 97K Avg Vol 6.2M Gross Margin 18.44 % Dividend Yield 5.56 % The stock's payout ratio is right at 100%, but with UPS focusing on high-value deliveries and strengthening its margins, that should come down in the future. There's some uncertainty with the stock as its performance will depend on the strength of global economies, but it's a relatively safe investment for the long term, and the dividend still looks sustainable. Verizon...
These funds both pay more than 3% and have been beating the market this year. In previous years, investors have been focused on growth stocks and high-powered tech companies. But in 2026, there appears to have been a clear change in strategy for investors. Rather than continuing to chase high-valued stocks, investors have been focusing more on dividend stocks. Since the start of the year, the S&P ...
These funds both pay more than 3% and have been beating the market this year. In previous years, investors have been focused on growth stocks and high-powered tech companies. But in 2026, there appears to have been a clear change in strategy for investors. Rather than continuing to chase high-valued stocks, investors have been focusing more on dividend stocks. Since the start of the year, the S&P 500 has risen by less than 2%, and the Roundhill Magnificent Seven ETF, which includes the top tech stocks in the "Magnificent Seven," is down more than 3%. What's surprising is that it's been dividend stocks that have been the better buys of late. The iShares Select Dividend ETF (DVY +0.43%) and the Schwab U.S. Dividend Equity ETF (SCHD 0.04%) are both beating the market, and it's not even close. Here's how well they've been doing thus far and why they can be great options for income investors today. iShares Select Dividend ETF: up 10% This iShares exchange-traded fund (ETF) focuses on U.S. companies that have been paying dividends for at least five years, with the focus being to give investors access to reliable income investments. There are around 100 stocks in the ETF, and one of the big reasons it's been doing well is that its top holding is Seagate Technology, which accounts for just under 4% of the fund's portfolio. The data storage stock has benefited from rising demand for its products as a result of an increase in tech spending. Year to date, Seagate's stock is up more than 50%, which has given the iShares Select Dividend ETF a boost along the way. There are other quality dividend stocks in the ETF; they simply may not be as flashy or exciting as Seagate right now. Pfizer and Verizon Communications are top stocks in the fund as well, and can be quality investments to hold for the long term. Expand NASDAQ : DVY iShares Trust - iShares Select Dividend ETF Today's Change ( 0.43 %) $ 0.66 Current Price $ 155.72 Key Data Points Day's Range $ 154.89 - $ 155.79 52wk Rang...
The tech stock has been falling, despite posting another strong quarter. Palantir Technologies (PLTR 1.42%) stock is struggling in 2026. Although the business itself remains in great shape, investors aren't buying it up as rapidly as they were last year. As of Monday's close, the data analytics stock has fallen by 20%. While the stock market has been a bit shaky, the S&P 500 is still in positive t...
The tech stock has been falling, despite posting another strong quarter. Palantir Technologies (PLTR 1.42%) stock is struggling in 2026. Although the business itself remains in great shape, investors aren't buying it up as rapidly as they were last year. As of Monday's close, the data analytics stock has fallen by 20%. While the stock market has been a bit shaky, the S&P 500 is still in positive territory, up around 2%. What may be puzzling to Palantir investors is that it's doing so poorly, even as the company posted strong quarterly results, yet again. Why is the stock struggling, and what does this mean for investors? Palantir's strong results may already be priced into its valuation When Palantir released its latest quarterly numbers earlier this month, it was what investors and analysts have come to expect from the stock by now: another solid earnings beat and promising guidance. It beat on the top and bottom lines. Its guidance was higher than what analysts expected, and CEO Alex Karp yet again pumped up the results, calling them "indisputably the best results that I'm aware of in tech in the last decade." The trouble is that may already be what investors have come to expect from the tech stock. It is, after all, priced at a whopping 216 times its trailing earnings -- a steep valuation by any stretch. For that kind of a premium, investors arguably already expect the company to continually beat expectations, and for its CEO to talk about how great the business is doing and how unstoppable it is. Unless the company significantly raises the bar, it just might not be enough to give the stock a boost. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( -1.42 %) $ -2.03 Current Price $ 140.88 Key Data Points Market Cap $341B Day's Range $ 139.83 - $ 145.54 52wk Range $ 66.12 - $ 207.52 Volume 1.1M Avg Vol 46M Gross Margin 82.37 % Is there simply less appetite for risk in the markets? Although Palantir isn't a risky business given its solid profits and growth...
DHS Shutdown Talks Stall As Democrats Reject GOP Offer, Thune Signals Stopgap May Be Needed With Republicans demanding election integrity, and Democrats demanding ICE reform, it looks like the Department of Homeland Security may shut down again on Friday after Democratic leaders rejected a White House-backed GOP counterproposal to keep the lights on - which may require a short-term stopgap if they...
DHS Shutdown Talks Stall As Democrats Reject GOP Offer, Thune Signals Stopgap May Be Needed With Republicans demanding election integrity, and Democrats demanding ICE reform, it looks like the Department of Homeland Security may shut down again on Friday after Democratic leaders rejected a White House-backed GOP counterproposal to keep the lights on - which may require a short-term stopgap if they can't agree on something by Friday. House Minority Leader Hakeem Jeffries (D-NY) said the GOP proposal is “woefully inadequate” and shows the White House “is clearly not open to” several Democratic priorities aimed at tightening oversight of immigration enforcement. Jeffries said the offer failed to address requirements for judicial warrants, detention center standards, independent investigations and excessive-force rules. Asked whether the administration would support a ban on federal agents wearing masks, Jeffries said, “That’s an open question.” “They don’t appear to be open to … ensuring that ICE agents are identifiable in a manner consistent with every other law enforcement agency in the country,” Jeffries said, according to Politico . According to the Department of Homeland Security, a government shutdown would make the country less secure, affecting TSA, FEMA, ICE, and Border Patrol operations. Acting ICE Director Lyons said that task forces targeting terrorism and transnational crime would be hit hardest. According to Polymarket , there's currently a 74% chance of a shutdown by Saturday . Jeffries’ comments followed a late Monday joint statement with Senate Minority Leader Chuck Schumer (D-NY) , in which the two Democrats criticized the GOP response as lacking both legislative text and meaningful detail. “The initial GOP response is both incomplete and insufficient in terms of addressing the concerns Americans have about ICE’s lawless conduct,” the leaders said. “Democrats await additional detail and text.” The White House counteroffer on DHS funding is woefully in...
Key Points The iShares Select Dividend ETF and the Schwab U.S. Dividend Equity ETF have been hot buys to start 2026. A few high-flying stocks have been giving these ETFs a boost. These funds hold around 100 stocks can can provide investors with some excellent dividend income. 10 stocks we like better than Schwab U.S. Dividend Equity ETF › In previous years, investors have been focused on growth st...
Key Points The iShares Select Dividend ETF and the Schwab U.S. Dividend Equity ETF have been hot buys to start 2026. A few high-flying stocks have been giving these ETFs a boost. These funds hold around 100 stocks can can provide investors with some excellent dividend income. 10 stocks we like better than Schwab U.S. Dividend Equity ETF › In previous years, investors have been focused on growth stocks and high-powered tech companies. But in 2026, there appears to have been a clear change in strategy for investors. Rather than continuing to chase high-valued stocks, investors have been focusing more on dividend stocks. Since the start of the year, the S&P 500 has risen by less than 2%, and the Roundhill Magnificent Seven ETF, which includes the top tech stocks in the "Magnificent Seven," is down more than 3%. What's surprising is that it's been dividend stocks that have been the better buys of late. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » The iShares Select Dividend ETF (NASDAQ: DVY) and the Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD) are both beating the market, and it's not even close. Here's how well they've been doing thus far and why they can be great options for income investors today. iShares Select Dividend ETF: up 10% This iShares exchange-traded fund (ETF) focuses on U.S. companies that have been paying dividends for at least five years, with the focus being to give investors access to reliable income investments. There are around 100 stocks in the ETF, and one of the big reasons it's been doing well is that its top holding is Seagate Technology, which accounts for just under 4% of the fund's portfolio. The data storage stock has benefited from rising demand for its products as a result of an increase in tech spending. Year to date, Seagate's stock is up more than 50%, which h...
Key Points Palantir's stock is priced to perfection, which can make it difficult for it to wow investors. Investors have been pivoting away from expensive and risky stocks this year in search of safety and stability. 10 stocks we like better than Palantir Technologies › Palantir Technologies (NASDAQ: PLTR) stock is struggling in 2026. Although the business itself remains in great shape, investors ...
Key Points Palantir's stock is priced to perfection, which can make it difficult for it to wow investors. Investors have been pivoting away from expensive and risky stocks this year in search of safety and stability. 10 stocks we like better than Palantir Technologies › Palantir Technologies (NASDAQ: PLTR) stock is struggling in 2026. Although the business itself remains in great shape, investors aren't buying it up as rapidly as they were last year. As of Monday's close, the data analytics stock has fallen by 20%. While the stock market has been a bit shaky, the S&P 500 is still in positive territory, up around 2%. What may be puzzling to Palantir investors is that it's doing so poorly, even as the company posted strong quarterly results, yet again. Why is the stock struggling, and what does this mean for investors? Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Palantir's strong results may already be priced into its valuation When Palantir released its latest quarterly numbers earlier this month, it was what investors and analysts have come to expect from the stock by now: another solid earnings beat and promising guidance. It beat on the top and bottom lines. Its guidance was higher than what analysts expected, and CEO Alex Karp yet again pumped up the results, calling them "indisputably the best results that I'm aware of in tech in the last decade." The trouble is that may already be what investors have come to expect from the tech stock. It is, after all, priced at a whopping 216 times its trailing earnings -- a steep valuation by any stretch. For that kind of a premium, investors arguably already expect the company to continually beat expectations, and for its CEO to talk about how great the business is doing and how unstoppable it is. Unless the company significantly raises the bar, it just might not be enough to give the stock a boost. ...
Key Points Silver and gold prices have been unpredictable of late, and they can be risky assets to hold right now. Investing in exchange-traded funds that pay dividends can be a great way to diversify and collect lots of recurring income. 10 stocks we like better than iShares Trust - iShares Core High Dividend ETF › If you want to add some safety for your portfolio, you might normally look at silv...
Key Points Silver and gold prices have been unpredictable of late, and they can be risky assets to hold right now. Investing in exchange-traded funds that pay dividends can be a great way to diversify and collect lots of recurring income. 10 stocks we like better than iShares Trust - iShares Core High Dividend ETF › If you want to add some safety for your portfolio, you might normally look at silver and gold as possible ways to diversify and reduce your risk. But given how volatile their prices have been in recent months, there's clearly a great deal of speculation going on involving these traditionally safe assets. When there's a high degree of speculation involved in a stock or asset, that increases your overall risk, because it can be much more difficult to predict which direction it will go in. That's why, for risk-averse investors, buying silver or gold may not be an ideal option right now. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Instead, what you may want to consider is investing in a diversified exchange-traded fund (ETF) that can provide you with stability and plenty of dividend income. An ETF that checks off those boxes is the iShares Core High Dividend ETF (NYSEMKT: HDV). The iShares fund focuses on high-quality dividend stocks What's great about the iShares fund is that it doesn't simply invest in high-yielding dividend stocks; it focuses on ones that have strong financial health. This can give you confidence in knowing that the stocks within the fund have sustainable payouts that aren't too risky or due for a cut anytime soon. The ETF has around 75 stocks, which suggests it is highly selective in the dividend stocks it chooses for its portfolio. And a quick look at its portfolio confirms that it contains some of the best dividend stocks in the world, including ExxonMobil, AbbVi...