MarianVejcik/iStock via Getty Images The REIT market ( VNQ ) has the tendency to overreact both ways: to the upside when things are going well and to the downside when things are looking dour. This happens because most investors are excessively focused on short-term results. All they care about is the next year or two. Therefore, if a REIT is enjoying rapid rent growth, it will richly value it as ...
MarianVejcik/iStock via Getty Images The REIT market ( VNQ ) has the tendency to overreact both ways: to the upside when things are going well and to the downside when things are looking dour. This happens because most investors are excessively focused on short-term results. All they care about is the next year or two. Therefore, if a REIT is enjoying rapid rent growth, it will richly value it as if its strong growth would continue forever. But the opposite is also true. When a REIT faces temporary headwinds that cause its cash flow to decline, the market will often reprice that REIT as if its end was near. Investors are simply too quick to extrapolate recent trends far into the future when, in reality, fundamentals change constantly. As an example, a property sector may be oversupplied today but become undersupplied just a few years later as developers get hurt, scale back projects, and the demand catches up. The same is also true in reverse. Therefore, if you want to earn big bucks in REIT investing, you need to often take the contrarian view and invest in REITs facing temporary headwinds that are depressing their valuations. The keyword here is temporary; as if the headwinds are permanent , you may end up stuck with a value trap. This also means that you may want to avoid the REIT market favorites. Those that are today richly valued because they are enjoying rapid growth. The high valuations make them risky, as good times never last forever, and all it takes is a setback in growth for such REITs to crash in value. In what follows, I am going to give you an example of that with one popular REIT to sell and one hated REIT to buy. Welltower Inc. ( WELL ) Welltower is doing exceptionally well at the moment. Senior housing is severely undersupplied even as the population keeps aging at a rapid pace, resulting in strong demand growth: Welltower The relative lack of new supply, coupled with the growing demand, is today resulting in rising occupancy rates and rents. So m...
Europe’s supermarket shelves are packed with brands billing their plastic packaging as sustainable, but often only a fraction of the materials are truly recovered from waste, with the rest made from petroleum. Brands using plastic packaging – from Kraft’s Heinz Beanz to Mondelez’s Philadelphia – use materials made by the plastic manufacturing arm of the oil company Saudi Aramco. The Saudi state-ow...
Europe’s supermarket shelves are packed with brands billing their plastic packaging as sustainable, but often only a fraction of the materials are truly recovered from waste, with the rest made from petroleum. Brands using plastic packaging – from Kraft’s Heinz Beanz to Mondelez’s Philadelphia – use materials made by the plastic manufacturing arm of the oil company Saudi Aramco. The Saudi state-owned holding opposes production cuts under the UN plastic treaty and is the world’s largest corporate greenhouse-gas emitter (over 70m tonnes up to 2023). Aramco’s petrochemical subsidiary, Sabic, along with other major players, devised a successful way to rebrand their harmful business as “planet saver.” They label plastic as “circular” and climate-friendly, although in practice it remains almost entirely fossil-based, exacerbating global warming and the plastic crisis. Under industry pressure, Europe is on track to legalise this practice, which independent experts have described as greenwashing, with lax EU rules set to take effect in 2026 and similar UK regulations to be enforced as of 2027. To promote so-called sustainable plastic, the petrochemical industry is pushing pyrolysis, the most common type of chemical recycling. This highly energy- and carbon-intensive process converts plastic waste into recycled feedstock: pyrolysis oil. This hazardous compound, however, can make up at most 5% of total feedstock and must be diluted with 95% virgin naphtha to avoid damaging the steam-cracking plants that turn the input into new plastic. “The whole process is labelled as plastic recycling, while fossil fuel use expands because virgin feedstock must be added,” said Helmut Maurer, former senior expert in the environment department of the European Commission. To present appealing figures of high recycling rates and low emissions for brands eager to attract customers, the industry relies on two controversial but lawful accounting tricks. “Mass-balance bookkeeping” attributes the re...
Maskot | Maskot | Getty Images Efforts in Congress to create a federal "click to cancel" rule — intended to make canceling subscriptions as easy as it is to sign up for them — have ramped up. A bipartisan House bill called the Unsubscribe Act was introduced in mid-January as a companion to a Senate measure proposed in July. Among other provisions, it would require companies that offer subscription...
Maskot | Maskot | Getty Images Efforts in Congress to create a federal "click to cancel" rule — intended to make canceling subscriptions as easy as it is to sign up for them — have ramped up. A bipartisan House bill called the Unsubscribe Act was introduced in mid-January as a companion to a Senate measure proposed in July. Among other provisions, it would require companies that offer subscriptions to provide easy cancellations and to get consumers ' approval before charging them after a free or reduced-cost period. The measure joins two other bills floated in July — one in each the House and Senate — that generally would reinstate a click-to-cancel rule from the Federal Trade Commission that didn't take effect last year as scheduled due to a federal appeals court striking it down. The FTC's rule was similar to the Unsubscribe Act. Read more CNBC personal finance coverage Trump not a fan of using 401(k)s to buy homes. Financial advisors aren't, either 'Click to cancel' bills in Congress target hard-to-ditch subscriptions How Trump's tax cuts will impact your return as the 2026 filing season opens Fed may hold rates steady, despite pressure from Trump: What that means for you Social Security benefits are taxed in some states. There's a push to change that Don't wait for Trump's 10% cap, Fed cuts to get a better credit card interest rate How to open a Trump account during the 2026 tax season Trump accounts get supercharged by employer matches — some offer up to $1,000 Therapists see more workers anxious about AI: It's 'a fear of becoming obsolete' Major winter storm may affect over 170 million Americans — how much it could cost you As federal ACA subsidies lapse, blue states offer their own In an affordability crunch, Gen Z adults lean on their parents for financial help How a smaller IRS, budget cuts may impact tax filing: 'Buckle your seatbelts,' expert says 'Will Social Security run out?' is the wrong question, economist says. What to consider Trump says inflation ...
Mountain View, California-based Alphabet Inc. (GOOGL) is a multinational technology conglomerate holding company offering various products and platforms. With a market cap of $4 trillion, GOOGL provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products. Shares of this internet media giant...
Mountain View, California-based Alphabet Inc. (GOOGL) is a multinational technology conglomerate holding company offering various products and platforms. With a market cap of $4 trillion, GOOGL provides web-based search, advertisements, maps, software applications, mobile operating systems, consumer content, enterprise solutions, commerce, and hardware products. Shares of this internet media giant have outperformed the broader market over the past year. GOOGL has gained 66.5% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 13.9%. In 2026, GOOGL’s stock rose 6.5%, surpassing the SPX’s 1.5% rise on a YTD basis. Zooming in further, GOOGL’s outperformance is also apparent compared to the Invesco NASDAQ Internet ETF (PNQI). The exchange-traded fund has gained about 7.9% over the past year. Moreover, GOOGL’s returns on a YTD basis outshine the ETF’s 2.7% losses over the same time frame. GOOGL's outperformance is driven by strategic moves like acquiring Intersect Power for $4.8 billion to boost clean energy and data center capacity, and rolling out AI features across its ecosystem. On Oct. 29, 2025, GOOGL shares closed up by 2.7% after reporting its Q3 results. Its revenues stood at $102.3 billion, up 15.9% year over year. The company’s EPS increased 35.4% from the year-ago quarter to $2.87. For the current fiscal year, ended in December 2025, analysts expect GOOGL’s EPS to grow 31.5% to $10.57 on a diluted basis. The company’s earnings surprise history is impressive. It beat the consensus estimate in each of the last four quarters. Among the 55 analysts covering GOOGL stock, the consensus is a “Strong Buy.” That’s based on 46 “Strong Buy” ratings, three “Moderate Buys,” and six “Holds.” This configuration is more bullish than a month ago, with 44 analysts suggesting a “Strong Buy,” and four advising a “Moderate Buy.” On Jan. 26, RBC Capital analyst Brad Erickson maintained a “Buy” rating on GOOGL and set a price target of $375, implying a p...
1. Conte faces crunch in midst of ‘emergency’ Napoli are on the brink of being eliminated from the Champions League as the troubled Italian club face Chelsea on Wednesday, racked by a deep injury crisis and a faltering Serie A title defence. Sat just inside the elimination zone on only eight points from seven matches after last week’s miserable 1-1 draw at Copenhagen, Napoli must beat Chelsea to s...
1. Conte faces crunch in midst of ‘emergency’ Napoli are on the brink of being eliminated from the Champions League as the troubled Italian club face Chelsea on Wednesday, racked by a deep injury crisis and a faltering Serie A title defence. Sat just inside the elimination zone on only eight points from seven matches after last week’s miserable 1-1 draw at Copenhagen, Napoli must beat Chelsea to scrape a place in next month’s playoffs. That will be no easy task with Chelsea, Antonio Conte’s former club, needing a win to stay in the top eight and bag direct qualification for the last 16. And Napoli come into the game still stinging from a 3-0 defeat at Juventus which left the Italian champions nine points behind the current Serie A leaders, Inter. Sunday’s loss in Turin was a slap in the face for Napoli and Juve icon Conte, who was full of praise for his players who have had to dig deep in the face of a host of injuries. “For us [injuries are] something that we have to accept, it’s a difficult situation which is not easy to manage,” said Scott McTominay. “It’s difficult for the staff and the players to continue with that rhythm. “But it’s part of the game, you have to accept it, you have to turn up as often as you can for the ones that are ready and prepared to play. Tomorrow night the absolute maximum of our level of performance is going to be required.” Conte has lost the first-choice goalkeeper, Vanja Milinkovic-Savic, to a hamstring injury while the winger David Neres flew to London for ankle surgery on Monday which will likely keep him out until April. Kevin De Bruyne has been out since October and won’t be back until the spring after surgery on his right hamstring, while another key midfielder in Frank Anguissa was supposed to be back on Sunday from another hamstring injury but was left out due to back problems. “I challenge anyone to find me a team which has had all of these problems, because we’re still only halfway through the season,” Conte told reporters o...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is p...
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking: Where will all of that energy come from? AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity. And that’s where the real opportunity lies… One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity. The “Toll Booth” Operator of the AI Energy Boom It owns critical nuclear energy infrastructure assets , positioning it at the heart of America’s next-generation power strategy. , positioning it at the heart of America’s next-generation power strategy. It’s one of the only global companies capable ...
In a move that significantly alters the competitive landscape of global chip manufacturing, Intel Corporation (NASDAQ: INTC) has announced the successful installation and acceptance testing of its second ASML Holding N.V. (NASDAQ: ASML) High-NA EUV lithography system. Located at Intel's premier D1X research and development facility in Hillsboro, Oregon, this second unit—specifically the production...
In a move that significantly alters the competitive landscape of global chip manufacturing, Intel Corporation (NASDAQ: INTC) has announced the successful installation and acceptance testing of its second ASML Holding N.V. (NASDAQ: ASML) High-NA EUV lithography system. Located at Intel's premier D1X research and development facility in Hillsboro, Oregon, this second unit—specifically the production-ready Twinscan EXE:5200B—marks the transition from experimental research to the practical implementation of the company's 1.4nm (14A) process node. As of late January 2026, Intel stands alone as the only semiconductor manufacturer in the world to have successfully operationalized a High-NA fleet, effectively stealing a march on long-time rivals in the race to sustain Moore’s Law. The immediate significance of this development cannot be overstated; it represents the first major technological "leapfrog" in a decade where Intel has definitively outpaced its competitors in adopting next-generation manufacturing tools. While the first EXE:5000 system, delivered in 2024, served as a testbed for engineers to master the complexities of High-NA optics, the new EXE:5200B is a high-volume manufacturing (HVM) workhorse. With a verified throughput of 175 wafers per hour, Intel is now positioned to prove that geometric scaling at the 1.4nm level is not only technically possible but economically viable for the massive AI and high-performance computing (HPC) markets. Breaking the Resolution Barrier: The Technical Prowess of the EXE:5200B The transition to High-NA (High Numerical Aperture) EUV is the most significant shift in lithography since the introduction of standard EUV nearly a decade ago. At the heart of the EXE:5200B is a sophisticated anamorphic optical system that increases the numerical aperture from 0.33 to 0.55. This improvement allows for an 8nm resolution, a sharp contrast to the 13nm limit of current systems. By achieving this level of precision, Intel can print the most c...
Key Points The ETF has performed well over the past decade and especially well over the past three years. It sports a very low annual fee. It features a solid dividend yield, too. 10 stocks we like better than Schwab Strategic Trust - Schwab International Equity ETF › If you're looking for a broad index fund that could deliver solid returns over decades, take a look at the Schwab International Equ...
Key Points The ETF has performed well over the past decade and especially well over the past three years. It sports a very low annual fee. It features a solid dividend yield, too. 10 stocks we like better than Schwab Strategic Trust - Schwab International Equity ETF › If you're looking for a broad index fund that could deliver solid returns over decades, take a look at the Schwab International Equity ETF (NYSEMKT: SCHF). It's a fund I plan to consider heavily the next time I'm looking to deploy some dollars. Let's take a closer look at the fund. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » First of all, know that it's an exchange-traded fund (ETF) -- a fund that trades like a stock. It's also an index fund, like the venerable S&P 500 index fund. But while the S&P 500 index encompasses 500 of the biggest American companies, the Schwab International Equity ETF has a very different focus: It encompasses more than 1,400 non-U.S. companies. This ETF could serve you very well if: You have mainly U.S.-based investments in your portfolio and you'd like some exposure to international stocks. You're worried about a recession in the U.S. economy, fearing that your U.S. holdings may pull back in the months to come. You'd like some dividend income. (This ETF sports a very solid dividend yield -- recently 3.4%.) You favor funds with low fees. This one's expense ratio (annual fee) is 0.03%, which will cost you $3 per year for every $10,000 you have invested in it. How has the ETF performed? Check it out: Time Period Average Annual Return Past 3 years 16.59% Past 5 years 9.39% Past 10 years 10.40% Past 15 years 6.87% That's quite respectable. What's in the fund? Its recent top holdings included ASML Holding, Samsung Electronics, Roche Holding, HSBC Holding, and Novartis AG. Odds are, you've heard of a few of those -- and many others in the fund, too. Investing in this ETF means investing in go...
(RTTNews) - Canadian shares are likely to open on a mixed note Thursday morning. While European stocks are up firmly in positive territory, commodities are turning in a mixed performance. With the crucial U.S. jobs data due on Friday, and the U.S. market closed today for Independence Day holiday, the mood in the Canadian market is likely to remain cautious. Data on Canadian manufacturing and servi...
(RTTNews) - Canadian shares are likely to open on a mixed note Thursday morning. While European stocks are up firmly in positive territory, commodities are turning in a mixed performance. With the crucial U.S. jobs data due on Friday, and the U.S. market closed today for Independence Day holiday, the mood in the Canadian market is likely to remain cautious. Data on Canadian manufacturing and services sector activity for the month of June is due at 9:30 AM ET. The S&P Global Canada Composite PMI rose to 50.6 in May 2024, up from 49.3 in the prior month, signaling the first expansion in the country's private sector in a year. The service sector activity increased in May with the PMI reading coming in at 51.1 vs 49.3 in April, while manufacturing output declined for the tenth consecutive month with the PMI score for the month coming in at 49.3, down from 49.4 in April. CGI Inc. (GIB.TO) announced the acquisition of Celero's credit union business serving clients across Canada, consisting of master services agreements that span managed services, core banking, digital banking and related IT services. As a result of the acquisition, CGI will enhance and expand its services to credit unions. The Canadian market rose to a four-week high on Wednesday thanks to strong buying in the materials, utilities, industrials and financials sectors. Data showing a smaller than expected increase in U.S. private sector employment, and an unexpected drop in service sector activity raised hopes the Fed will cut interest rate in September. The benchmark S&P/TSX Composite Index ended with a gain of 269.87 points or 1.23% at 22,223.67, the highest close since June 6. Asian stocks turned in a mixed performance on Thursday even as fresh signs of a weakening U.S. economy revived hopes of interest rate cuts sooner rather than later. The dollar was on the back foot ahead of elections in the U.K. and France, and before the release of key U.S. non-farm payrolls report, due Friday. European stocks are ...
Eli Lilly and Company (NYSE:LLY) is one of the best US stocks to buy and hold in 2026. On January 20, Eli Lilly received FDA Breakthrough Therapy designation for sofetabart mipitecan. This status applies to the treatment of adults with platinum-resistant ovarian, fallopian tube, or primary peritoneal cancer whose disease has progressed despite prior therapies. Following positive Phase 1a/b data, t...
Eli Lilly and Company (NYSE:LLY) is one of the best US stocks to buy and hold in 2026. On January 20, Eli Lilly received FDA Breakthrough Therapy designation for sofetabart mipitecan. This status applies to the treatment of adults with platinum-resistant ovarian, fallopian tube, or primary peritoneal cancer whose disease has progressed despite prior therapies. Following positive Phase 1a/b data, this designation is expected to accelerate development timelines and increase regulatory engagement, significantly boosting the visibility of Lilly’s oncology pipeline. In other news, earlier on January 12, Nvidia (NASDAQ:NVDA) and Eli Lilly and Company (NYSE:LLY) announced a massive joint venture to build a new research laboratory in the San Francisco Bay Area. The two companies committed to spending $1 billion over the next 5 years on the facility. The partnership follows Eli Lilly’s previous initiative to build a supercomputer using over 1,000 Grace Blackwell AI chips. Photo by Robb Miller on Unsplash The new laboratory will use Nvidia’s latest generation of Vera Rubin AI chips to power advanced research. Researchers from both companies will work side-by-side at the facility, the specific location of which is scheduled to be announced in March this year. The goal is to generate high-quality data to train specialized biotech AI models, which drugmakers hope will reduce the time required to design, discover, and bring new treatments to market. Eli Lilly and Company (NYSE:LLY) discovers, develops, and markets human pharmaceuticals in the US, Europe, China, Japan, and internationally. While we acknowledge the potential of LLY as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 30 Stocks That Should Double in 3 Year...
Applied Industrial Technologies ( AIT ) declares $0.51/share quarterly dividend , 10.9% increase from prior dividend of $0.46. Forward yield 0.72% Payable Feb. 27; for shareholders of record Feb. 13; ex-div Feb. 13. The company raised its quarterly dividend by 10.9% after paying a quarterly dividend of $0.46 in each of the previous 4 quarters. See AIT Dividend Scorecard, Yield Chart, & Dividend Gr...
Applied Industrial Technologies ( AIT ) declares $0.51/share quarterly dividend , 10.9% increase from prior dividend of $0.46. Forward yield 0.72% Payable Feb. 27; for shareholders of record Feb. 13; ex-div Feb. 13. The company raised its quarterly dividend by 10.9% after paying a quarterly dividend of $0.46 in each of the previous 4 quarters. See AIT Dividend Scorecard, Yield Chart, & Dividend Growth. More on Applied Industrial Technologies Applied Industrial Technologies May Be Moving, But That's Not Enough Applied Industrial Technologies reports higher profit, reaffirms outlook Applied Industrial Technologies reports mixed Q2 results; updates FY26 outlook Seeking Alpha’s Quant Rating on Applied Industrial Technologies Historical earnings data for Applied Industrial Technologies
Written by Emily J. Thompson , Senior Investment Analyst Source: Fool PLTR $ 167.47 + Infinity % 1D 1D 5D 1M 3M 6M YTD 1Y 5Y 1D Line Candle Analyst Views on PLTR Wall Street analysts forecast PLTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PLTR is 192.88 USD with a low forecast of 50.00 USD and a high forecast of 255.00 USD. ...
Written by Emily J. Thompson , Senior Investment Analyst Source: Fool PLTR $ 167.47 + Infinity % 1D 1D 5D 1M 3M 6M YTD 1Y 5Y 1D Line Candle Analyst Views on PLTR Wall Street analysts forecast PLTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PLTR is 192.88 USD with a low forecast of 50.00 USD and a high forecast of 255.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals. 17 Analyst Rating Wall Street analysts forecast PLTR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for PLTR is 192.88 USD with a low forecast of 50.00 USD and a high forecast of 255.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals. 5 Buy 10 Hold 2 Sell Hold Current: 169.600 Low 50.00 Averages 192.88 High 255.00 Current: 169.600 Low 50.00 Averages 192.88 High 255.00 Phillip Securities initiated $208 2026-01-22 New Reason Phillip Securities Price Target $208 AI Analysis 2026-01-22 New initiated Reason Phillip Securities initiated coverage of Palantir with a Buy rating and $208 price target. The firm sees potential for the shares to re-rate higher, driving by improving fundamentals and a growing addressable market. Palantir has captured "just" 2.4% of its $119B 2020 total addressable market, the analyst tells investors in a research note. With the company's AI software growing 25%-plus annually, the addressable market has likely expanded, "supporting significant upside," contends Phillip. Truist Buy initiated $223 2026-01-06 Reason Truist Price Target $223 2026-01-06 initiated Buy Reason Truist initiated coverage of Palantir with a Buy rating and $223...