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...
Key Points Investors might sometimes assume that high-yielding stocks are risky, which isn't always the case. United Parcel Service and Verizon Communications pay far more than the S&P 500 average, but their payouts are sustainable. These companies recently posted better-than-expected quarterly results. 10 stocks we like better than United Parcel Service › When dividend stocks offer high yields of...
Key Points Investors might sometimes assume that high-yielding stocks are risky, which isn't always the case. United Parcel Service and Verizon Communications pay far more than the S&P 500 average, but their payouts are sustainable. These companies recently posted better-than-expected quarterly results. 10 stocks we like better than United Parcel Service › 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 (NYSE: UPS) and Verizon Communications (NYSE: VZ). 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. 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 » 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. 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 uncer...
Key Points Tilray Brands has struggled to stay out of the red over the years, and that pattern may continue for the foreseeable future. The company's growth prospects are underwhelming. 10 stocks we like better than Tilray Brands › Tilray Brands (NASDAQ: TLRY) has been an atrocious investment to hold on to for some time. Over the past five years, shares of the cannabis and alcohol company have cra...
Key Points Tilray Brands has struggled to stay out of the red over the years, and that pattern may continue for the foreseeable future. The company's growth prospects are underwhelming. 10 stocks we like better than Tilray Brands › Tilray Brands (NASDAQ: TLRY) has been an atrocious investment to hold on to for some time. Over the past five years, shares of the cannabis and alcohol company have crashed a mammoth 98% in value. It has widely underperformed the S&P 500 (it's up 78% over that stretch). The problem with Tilray's stock is that there isn't really much reason to be excited about its future. It may talk about opportunities in international cannabis markets, but the main reason to invest in the Canadian-based company has been tied to the hope that it could one day enter the U.S. pot market, which remains illegal and off-limits. 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 » Is there any hope still out there for the stock, or is it likely heading toward $0? Tilray Brands has continued to struggle with profitability Whether a stock ends up going to $0 or not is going to ultimately depend on the state of its financials. If they're in bad shape and the company may struggle with liquidity issues down the road, then the stock could certainly one day end up becoming worthless. In January, Tilray posted its latest quarterly results, and its net loss for the six-month period ending Nov. 30, 2025, was $42 million, which was an improvement from the $120 million loss it incurred in the same period a year ago, but was still a hefty loss nonetheless. And the reasons for the improvement were mainly due to changes in the fair value of contingent consideration and lower amortization expenses. The cannabis company's cash burn did improve for the period, as Tilray used up just under $10 million during the six...
Key Points The Invesco QQQ Trust gives investors exposure to the leading stocks on the Nasdaq. Historically, that has led to some solid, market-beating returns. Many stocks on the Nasdaq today, however, trade at inflated valuations. 10 stocks we like better than Invesco QQQ Trust › Tech stocks and growth stocks in general have been flying high in recent years. The excitement around artificial inte...
Key Points The Invesco QQQ Trust gives investors exposure to the leading stocks on the Nasdaq. Historically, that has led to some solid, market-beating returns. Many stocks on the Nasdaq today, however, trade at inflated valuations. 10 stocks we like better than Invesco QQQ Trust › Tech stocks and growth stocks in general have been flying high in recent years. The excitement around artificial intelligence (AI) has resulted in many stocks reaching new highs and becoming very expensive along the way. The Invesco QQQ Trust (NASDAQ: QQQ) has been a terrific investment for long-term investors, and it has risen by around 84% in the past five years. That averages out to a compounded annual growth rate of about 13%. That's a solid return given that the S&P 500 has historically averaged returns of about 10% per year. 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 » However, it begs the question of whether growth stocks have been too hot and whether investing in the Invesco fund is still a good option for investors in 2026. Is this exchange-traded fund (ETF) still likely to head higher, or could it be overdue for a big decline? Why the Invesco fund could face some volatility in the short term The Invesco fund gives investors exposure to the most valuable stocks on the Nasdaq exchange. It tracks the Nasdaq-100 index, which includes the largest non-financial stocks that are on the exchange. But that can sound risky, especially if you're worried about inflated valuations in the market right now. Many of the fund's top holdings are stocks that aren't cheap these days, and which could be due for significant declines. This includes Palantir Technologies and Tesla, which both trade at more than 200 times their trailing earnings and may have a long way to fall if there's a correction in the markets. And these are just among the most expensive stocks in the QQQ ETF;...
What's Wrong With Palantir Technologies Stock? Nasdaq Why Palantir Technologies (PLTR) Stock Is Up Today Yahoo Finance After Earnings, Is Palantir Stock a Buy, a Sell, or Fairly Valued? morningstar.com
What's Wrong With Palantir Technologies Stock? Nasdaq Why Palantir Technologies (PLTR) Stock Is Up Today Yahoo Finance After Earnings, Is Palantir Stock a Buy, a Sell, or Fairly Valued? morningstar.com
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 t...
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 » Image source: Getty Images. 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. Is there simply less appetite for risk in the markets? Although Palantir isn't a risky business given its solid profits and growth, its stock is risky due to its high valuation. And one trend that's been undeniable this year is the shift away ...
Andrii Dodonov/iStock via Getty Images U.S. Treasury yields fell markedly Tuesday after a sluggish retail sales report, prompting traders to lift their expectations for interest-rate cuts by the Federal Reserve. The yield on the benchmark 10-year Treasury note ( US10Y ) retreated seven basis points to 4.14% as of 12:18 p.m. ET, marking its lowest level in weeks. Yields were pulled lower across the...
Andrii Dodonov/iStock via Getty Images U.S. Treasury yields fell markedly Tuesday after a sluggish retail sales report, prompting traders to lift their expectations for interest-rate cuts by the Federal Reserve. The yield on the benchmark 10-year Treasury note ( US10Y ) retreated seven basis points to 4.14% as of 12:18 p.m. ET, marking its lowest level in weeks. Yields were pulled lower across the curve, with the 2-year tenor ( US2Y ) down four bps to 3.46% and the 30-year ( US30Y ) off eight bps to 4.79%. The swings come after the U.S. Census Bureau reported that retail sales were flat from November, missing the consensus. Core retail sales—the gauge most closely tied to gross domestic product—also stagnated M/M in December, suggesting momentum in household spending may be starting to slow. Fed funds futures pricing shifted after the weaker-than-expected report, with traders pushing up the chances of a March cut to 21.6% from 17.2% a day before, nudging April cut odds higher as well (36.9% vs. 32.2%), but still viewing June as the first meeting where a quarter-point cut is the more likely outcome, according to CME Group data . With key reports on inflation and jobs still due out this week, investors will be watching closely for further signals on the economy's health and the Fed's policy path. Treasury ETFs: ( TLT ), ( TLH ), ( IEF ), ( IEI ), ( SHY ), ( SGOV ), ( SCHO ), and ( BIL ). More on the U.S. Economy Mixed Economic Signals Complicate Fed Rate Cut Path Rout In The U.S. Dollar: A Warning For Non-Farm Payrolls? China May Quietly Start Dumping Even More U.S. Treasuries Fed hikes broke gold-real rate link: Apollo's Torsten Slok China Treasury fears resurface, but the data shows its grip on U.S. debt Is fading
Norwegian biathlete Sturla Holm Laegreid confessed on live television to cheating on his girlfriend moments after winning bronze in the Winter Olympics. The 28-year-old, who won his first individual Olympic medal in the 20km individual biathlon at Milan-Cortina, admitted he had an affair three months ago and called it "my biggest mistake". Laegreid said it had been "the worst week of my life" sinc...
Norwegian biathlete Sturla Holm Laegreid confessed on live television to cheating on his girlfriend moments after winning bronze in the Winter Olympics. The 28-year-old, who won his first individual Olympic medal in the 20km individual biathlon at Milan-Cortina, admitted he had an affair three months ago and called it "my biggest mistake". Laegreid said it had been "the worst week of my life" since he told his girlfriend of six months about the affair. "There's someone I wanted to share it with who might not be watching," he told NRK, Norway's state broadcaster., external "Six months ago I met the love of my life - the most beautiful and kindest person in the world. Three months ago I made my biggest mistake and cheated on her. "I had the gold medal in life, and I am sure there are many people who will see things differently, but I only have eyes for her. "Sport has come second these last few days. Yes, I wish I could share this with her." The seven-time world champion finished third in the biathlon - which combines cross-country skiing and rifle shooting - behind champion Johan-Olav Botn, a fellow Norwegian, and Eric Perrot of France. It is a second Olympic medal for Laegreid, who won gold in the relay at the 2022 Games. Asked about his admission in the news conference later, he added: "I don't know if it was the right choice or not, but it was the choice I made. "I made the choice to tell the world what I did so maybe there's a chance she will see what she really means to me - maybe not, but I don't want to think I didn't try everything to get her back. "I don't want to steal the show. I hope this is just like a day-or-two thing. Then you are an Olympic gold medallist forever."
The Dow was set to build on yesterday’s closing high with a gain of 250 points, or 0.5%. “I think the market is happy that the constant parade of sort of crazy policy declarations or tariff threats from the White House has calmed down,” Sevens Report Research’s Tom Essaye told Barron’s. “So that’s helping.” For the S&P and Nasdaq, key Magnificent Seven stocks including Alphabet, Meta Platforms, Ap...
The Dow was set to build on yesterday’s closing high with a gain of 250 points, or 0.5%. “I think the market is happy that the constant parade of sort of crazy policy declarations or tariff threats from the White House has calmed down,” Sevens Report Research’s Tom Essaye told Barron’s. “So that’s helping.” For the S&P and Nasdaq, key Magnificent Seven stocks including Alphabet, Meta Platforms, Apple, and Nvidia were a drag.
Expect more high growth from Nvidia in the coming quarters. Amazon (AMZN +0.66%) stock tanked after its fourth-quarter earnings report last week, when the tech company revealed that it plans to spend $200 billion on building out its artificial intelligence (AI) platform this year. But if the market wasn't enthused about Amazon itself, there was a silver lining for other stocks; namely, the compani...
Expect more high growth from Nvidia in the coming quarters. Amazon (AMZN +0.66%) stock tanked after its fourth-quarter earnings report last week, when the tech company revealed that it plans to spend $200 billion on building out its artificial intelligence (AI) platform this year. But if the market wasn't enthused about Amazon itself, there was a silver lining for other stocks; namely, the companies that provide the infrastructure for the AI business. Here's why Amazon's update is great news for Nvidia (NVDA 0.05%) investors. The chips that drive AI It wasn't only Amazon that said it would hike AI capital expenditures (capex) this year; Microsoft, Alphabet, and Meta Platforms are also planning to increase spending in 2026. They are all competing in the AI race, and they all require Nvidia's products to stay competitive. It's more than Nvidia's graphics processing units (GPUs), though. Nvidia has built up an ecosystem of interconnecting products that all work together, and its high-spending clients are already invested in these expensive systems. Nvidia's CUDA software, for example, is a software platform that simplifies AI development with its GPUs and expands its edge in the space. Data center sales have been driving high growth for Nvidia, with hyperscalers buying more products like its NVLink data center platform and the Quantum InfiniBand networking platform. Expand NASDAQ : NVDA Nvidia Today's Change ( -0.05 %) $ -0.09 Current Price $ 189.95 Key Data Points Market Cap $4.6T Day's Range $ 188.12 - $ 192.48 52wk Range $ 86.62 - $ 212.19 Volume 2.2M Avg Vol 182M Gross Margin 70.05 % Dividend Yield 0.02 % CEO Jensen Huang gave an upbeat take on the capex buildout, and Nvidia stock rose even as Amazon and other hyperscaler stocks dropped. He told CNBC that the buildout is "appropriate and sustainable," because as soon as these companies invest, "their cash flow is going to start rising." That's great news for all the hyperscalers, as well as Nvidia.
An image of a Tesla humanoid robot in front of the company logo Around the World Photos via Shutterstock In a recent interview with CNBC, Wedbush analyst Dan Ives suggested that the next stage of the artificial intelligence (AI) revolution will be "physical AI," and only a couple of companies will stand to benefit from this shift. Aside from Nvidia (NVDA), which doesn’t come as a surprise, Ives be...
An image of a Tesla humanoid robot in front of the company logo Around the World Photos via Shutterstock In a recent interview with CNBC, Wedbush analyst Dan Ives suggested that the next stage of the artificial intelligence (AI) revolution will be "physical AI," and only a couple of companies will stand to benefit from this shift. Aside from Nvidia (NVDA), which doesn’t come as a surprise, Ives believes Tesla (TSLA) could also be the best physical AI play in the world, arguing that the company’s ambitions extend far beyond electric vehicles (EVs). Let’s find out what makes Ives so confident about Tesla. Dan Ives on His Top “Physical AI” Picks In the CNBC segment, Ives discussed that AI is rapidly evolving beyond software and cloud-based applications into what Ives describes as “physical AI.” This new phase of AI focuses on real-world deployment—autonomous vehicles, robotics, and intelligent machines operating in physical environments rather than just digital platforms. Ives refers to Tesla not simply as an EV manufacturer but as a leader in embodied AI. He points to developments such as autonomous driving technology and robotics programs as major factors that could change how investors value the company over time. Tesla’s Vision: From Electric Vehicles to “Amazing Abundance” Tesla's long-term vision centers on AI and robotics, which will significantly enhance production and reduce costs across industries. In its recent Q4 earnings call, Musk emphasized that Tesla’s investments in autonomy, robotics, batteries, solar energy, and AI chips are interconnected pieces of a larger technological ecosystem. He described it as an era of “amazing abundance.” Tesla continues to advance its Full Self-Driving (FSD) technology, with unsupervised autonomous rides already taking place in Austin without safety monitors or chase vehicles. The company believes and predicts that autonomous vehicles will eventually dominate transportation, with robotaxis serving as shared assets rather t...
This article first appeared on GuruFocus. Alphabet Inc. (GOOGL, Financials) said that it will use the bond market to get money for its artificial intelligence infrastructure buildout. The business didn't say how much it wants to raise, but this move is in line with other initiatives in the tech sector to fund huge AI-driven growth.Alphabet, like Amazon and Microsoft, is spending a lot more money o...
This article first appeared on GuruFocus. Alphabet Inc. (GOOGL, Financials) said that it will use the bond market to get money for its artificial intelligence infrastructure buildout. The business didn't say how much it wants to raise, but this move is in line with other initiatives in the tech sector to fund huge AI-driven growth.Alphabet, like Amazon and Microsoft, is spending a lot more money on capital projects to match the growing demand for AI computing capacity. The company's quarterly report showed that its capital expenditures were greater than projected. Analysts think that AI investment across the board might reach $700 billion by 2026.The money from the bond sale will go toward new data centers, sophisticated semiconductors, and large-scale model training platforms. These are all important parts of Alphabet's AI ecosystem, which includes Google Cloud and Gemini.The bond offering comes after a number of other big companies have done the same thing to lock in financing at good rates before interest rates may change. When Alphabet goes back to the debt markets, investors will be very interested in the details of the pricing and credit demand.The news shows how AI infrastructure has become a key factor in how corporations with a lot of wealth decide where to put their money.