Dragon Claws/iStock via Getty Images I previously covered Bristol-Myers Squibb Company ( BMY ) in December 2025, discussing why I had reiterated my Buy rating then, despite the outsized rally/overbought technical indicators and the growth headwinds arising from the patent cliffs/Medicaid deals with the US government. With the pharmaceutical giant still boasting rich cash flows and a healthier balance sheet, I was of the opinion that contrarian investors might still add the stock upon a moderate retracement. In this article, I shall discuss why I am reiterating my Buy rating for the BMY stock after a further pullback to the 200 day moving averages, since those levels may unlock an expanded forward dividend yield of ~4.9%, nearer to its 2025 averages. My optimism is also aided by their promising portfolio renewal significantly aided by the new Opdivo delivery, the cheap valuations/rich cash flows triggering the rich/secure dividend story, and their eventual capital appreciation upon valuation re-rating closer to the sector median, upon the emergence of a blockbuster drug and/or growth in their top/bottom-line metrics. BMY's Dividend & Portfolio Renewal Investment Thesis Explained BMY 1Y Stock Price (Trading View) Since my last Buy rating, BMY has charted a further upward momentum to hit the prior March 2025 highs of $62s, before losing part of those gains to retest the prior support levels/50 day moving averages of $57s by the time of writing. After the great market rotation to value /dividend-oriented stocks, it appears their upward momentum may be waning here, as similarly observed in the ongoing correction of its pharmaceutical peers after the recent high. 1. Dividend Yield BMY's pullback has been a boon indeed, since I am of the opinion that the prior October 2025 rally through February 2026 has occurred overly fast and furious, as observed in the moderation in its forward dividend yield from the prior 5.8% levels to 4.38% by the time of writing. Global Inflation ...

Key PointsMacroeconomic and geopolitical uncertainty pressured technology stocks, helping drag Palantir lower.

Why Palantir Technologies Stock Tumbled on Wednesday Yahoo Finance

Why Palantir Technologies Stock Tumbled on Wednesday finance.yahoo.com

Barry Ticho, chief medical officer of Stoke Therapeutics (NASDAQ:STOK) , reported the direct sale of 14,311 shares of Common Stock for a transaction value of approximately $457,000 between March 17, 2026 and March 19, 2026, as disclosed in the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($31.92); post-transaction value based on March 19, 2026 market close price. * 1-year price change calculated as of March 19, 2026. Continue reading

Microsoft is one software company that William Blair analyst Jason Ader has called out as a likely winner in the age of artificial intelligence.

Key PointsCoreWeave soared after its IPO last year, but in recent times, it’s lost momentum.

phleum/iStock via Getty Images London-based and US-focused exploration-stage tungsten mining company Guardian Metal Resources PLC (OTCQX: GMTLF ) debuted on the NYSE American Exchange under the ticker ( GMTL ). The IPO is expected to conclude on March 24, 2026, with gross proceeds of approximately $60 million. The price per ADS (in the IPO) declined by 21.11% to $13.50 from the earlier predicted price of $16.35 per ADS. Since each GMTL ADS represents approximately 5 ordinary shares, it means that the price per share stands at $2.7 (a difference of about 8.4% from that of GMTLF, which sits at $2.51 as of this writing). I will discuss why I am rating GMTLF as a buy despite being a pre-revenue company, with the view that the working capital boost from the up-listing will provide strategic operational support in 2026. The stock is also undervalued, as will be seen in this analysis. Shares of GMTLF are up 445.65% (YoY) and +105.74% (in the past 6 months). Of special interest is that the price of tungsten has been surging into 2026, driven by a demand surge from mining companies. Mining Magazine The picture above shows that the price of tungsten recently crossed $2,300 per metric ton unit after doubling at the beginning of 2026. In a report by Bloomberg, tungsten supplies are facing a squeeze as Western governments rush to lower their reliance on China, with the US seeking to develop its own tungsten mine. Due to its strategic importance in the manufacture of drilling machines and “armor-piercing weaponry,” the report expects the market value of tungsten to reach $16 billion by the end of 2026. Additionally, research also shows a growing demand for tungsten to be used as “plasma phasing components in nuclear fusion reactors.” Among the qualities that make it ideal for nuclear reactors include: “high strength, thermal conductivity, and resistance to plasma radiation.” The nuclear fusion industry (which is expected to increase its use of tungsten in the coming years) is ant...

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欧洲斯托克600指数上涨0.46%，欧洲斯托克指数上涨0.36%，欧元区蓝筹股指数上涨0.19%。英国富时100指数上涨0.6%，德国DAX指数下跌0.06%，法国CAC 40指数上涨0.32%，西班牙IBEX指数上涨0.18%。

格隆汇3月25日｜欧洲斯托克600指数上涨0.46%，欧洲斯托克指数上涨0.36%，欧元区蓝筹股指数上涨0.19%。英国富时100指数上涨0.6%，德国DAX指数下跌0.06%，法国CAC 40指数上涨0.32%，西班牙IBEX指数上涨0.18%。

Alejandro M Sanchez, Director of Popular, Inc. (NASDAQ:BPOP) , reported the sale of 1,451 shares of common stock in an open-market transaction on Feb. 26, 2026, as disclosed in the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($140.85); post-transaction value based on Feb. 26, 2026 market close ($142.51). 1-year performance calculated using Feb. 26, 2026 as the reference date. Continue reading

Palantir stock is down again after coming close to 'breaking out' MSN

J Studios/DigitalVision via Getty Images In November of last year, I wrote an article titled " Ares Capital Vs. Blue Owl Capital: Which 10%+ Yield Is The Better Buy For Income Investors? " In it, I detailed the macro forces driving down top BDC share prices and dove deep into each company's portfolio ( ARCC , OBDC ) to determine overall dividend sustainability and yield. Ultimately, I rated shares of both stocks a 'Buy', although I did highlight that I slightly preferred OBDC's larger discount to NAV and higher yield, even if it came with more risk. Fast forward to the present, and the pressure on business development companies has only intensified. As wider market concerns around private credit - and especially software lending - have surfaced, shares of the overarching asset managers like Ares ( ARES ) and Blue Owl ( OWL ) have collapsed. Recently, I talked about how these fund manager businesses (which manage ARCC and OBDC) look like a Strong Buy . This is a view that has faced significant pushback . But what about the underlying loan portfolios? Clearly, the market is marking these loans down, with OBDC trading at a 24% discount to NAV and ARCC trading at a ~9% discount. Where do they really belong? As such, I thought it would be a good time to revisit the topic of my earlier article. When it comes to top BDCs, are OBDC and ARCC a buy, hold, or sell? Will these firms have to cut their dividends, or is the market making a big fuss over nothing? Today, I'll examine both of these companies closely and give my take on whether OBDC and ARCC are a solid place to allocate capital at the moment. Sound good? Let's dive in. Q4 2025 First, let's take a look at each business and their underlying financials. In case you've never invested in BDCs before, companies like ARCC and OBDC are essentially big pools of capital - funded by a combination of debt and equity - that managers will loan out to domestic businesses at floating interest rates. On the whole, Private credit larg...

Apple's services continues to see increased engagement, monetization: Evercore (AAPL:NASDAQ) Seeking Alpha

hocus-focus Apple's ( AAPL ) services offerings—made up of products like iCloud, Apple TV, Apple Music, and more—are seeing continued increases and monetization, Evercore ISI said. In surveying roughly 3,500 smartphone users, the average monthly spend of a user has increased to around $13, up from the three-year average of roughly $9, “driven by broader application adoption and mix shift toward higher-value offerings,” analyst Amit Daryanani said. Daryanani has an Outperform rating and a $330 price target on Apple. Delving deeper, the survey indicated that roughly 63% of respondents now have AppleCare or Apple One, up from the three-year average of 44%. Apple Pay usage has increased as well, as roughly 40% of respondents said they use it, compared to roughly 30% for the three-year average. Other services also saw increases when compared to the three-year average, including iCloud (only 15% have no usage, down from the three-year average of 24%, while 28% say they now have 2 TB worth of storage, up from roughly 11%); Apple Music (roughly 61% compared to approximately 44%); and Apple TV, which roughly 54% of respondents said they used, compared to the three-year average of about 34%. Additionally, Apple TV (formerly known as Apple TV+) is now the second most watched streaming service in the survey, surpassing Amazon ( AMZN ) Prime Video, Daryanani said. Aside from Apple's paid services, the survey indicated that Apple Intelligence is seeing some traction, though it was described as “muted.” “Upgrade intent remained muted, with ~44% of users indicating willingness to upgrade for AI features, a ~2pt decline from our prior survey,” Daryanani added. “We think users are underappreciating the potential of Apple Intelligence 2.0 and 'AI Siri,' particularly as new capabilities are rolled out later this year, which will include Gemini model integration. Importantly, we see early signs of monetization, with underlying demand for premium features, as ~61% of respondents indicate...

Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Tuesday 's key moments. 1. The S & P 500 is little changed following Monday's rally, which came after President Donald Trump said that the U.S. and Iran were in talks about a resolution to the Iran war. Iran's state media, however, denied any direct conversations between the two nations. Cramer said the market was experiencing a "hangover." Mixed headlines can be misleading, added Jeff Marks, the Club's director of portfolio analysis, who cautioned against chasing yesterday's rally. The S & P Short Range Oscillator is still in oversold territory, which suggests stocks could be due for a bounce. We're in a good position to "nibble" on quality stocks that have fallen. 2. Shares of Wells Fargo are slightly lower despite more turmoil in the private credit industry. Moody's downgraded a private credit fund run by KKR and Future Standard to junk amid rising bad loans and batches of weak earnings. Separately, Ares Management became the latest alternative asset manager to cap fund withdrawals following a surge in investor redemption requests. But investors shouldn't worry about Wells Fargo's ties to private credit through its lending relationships, Cramer said. The story is "very positive for Wells Fargo right now," Jim said. 3. Microsoft was reinstated at Bank of America with a buy rating and $500 price target. Analysts said Microsoft is at the center of the artificial intelligence supercycle, with the ability to monetize the technology across its infrastructure and applications. With Microsoft down over 20% this year, Jim said he'd rather be a buyer of the stock than a seller. Part of what will define Microsoft's future trajectory, the firm said, is the strategic and financial implications of its partnership with OpenAI. Jim will try to get those answers from OpenAI CFO Sarah Friar when she joins "Mad Money" this evening. "I want to understand th...

Broadcom Inc. stock in spotlight as dividend record date passes amid sustained AI boom momentum AD HOC NEWS

As more data centers are built, more revenue opportunities can emerge for Energy Transfer.

Key PointsEnergy Transfer owns and operates over 140,000 miles of pipelines and associated energy infrastructure.

Teamjackson/iStock via Getty Images Note: I have covered Teekay Corporation Ltd. ( TK ) previously, so investors should view this as an update to my earlier articles on the company. Please also note that Teekay Tankers ( TNK ) is part of our coverage universe at Value Investor's Edge ("VIE"). Last month, Teekay Corporation reported profitable fourth quarter and full year 2025 results, which were again driven by the performance of its main consolidated subsidiary, Teekay Tankers, in which the company holds a 31.0% economic stake: Company Press Release Following the sale of its remaining operating subsidiaries to Teekay Tankers in 2024, the company has returned substantial amounts of capital to common shareholders. As a result, Teekay's cash, cash equivalents and liquid investments have declined by more than $200 million to $120.1 million at the end of Q4. During the quarter, the company received $2.7 million in cash dividends from Teekay Tankers and $5.3 million in proceeds from the exercise of common stock options. As a result, outstanding shares increased from 85.3 million to $86.1 million. While operating subsidiary Teekay Tankers commands a debt-free balance sheet with more than $850 million in cash, cash equivalents and liquid investments, the company's primary focus remains on renewing its aging fleet. Value Investor's Edge With an average vessel age of more than 14 years, the company's fleet remains the oldest among U.S. exchange-listed peers. While Teekay Tankers has started to dispose of older vessels in recent quarters, elevated asset prices make fleet renewal a difficult task. At this point, newbuild orders appear to be the only viable option: Compass Maritime However, with midsize crude tanker rates at unprecedented levels, the company is literally printing cash: Value Investor's Edge In recent years, Teekay Tankers has declared a special cash dividend alongside its Q1 results in May: Company Press Releases With anticipated record first-quarter earnings a...

Two of the biggest names in private credit, Ares Management Corp. and Apollo Global Management Inc., blocked investors from getting even half of the money they wanted out of their funds, a sign of mounting strain in the $1.8 trillion market. The $10.7 billion Ares Strategic Income Fund limited withdrawals to 5% of shares after clients sought to redeem 11.6%, according to a letter to shareholders Tuesday. That followed the $15.1 billion business development company, Apollo Debt Solutions, which said Monday it was imposing the same cap after requests to pull 11.2%. Bloomberg's Paul Gulberg joins to discuss. (Source: Bloomberg)

Investor Gary Black, who is the managing director of The Future Fund LLC, has warned against a merger between Tesla Inc. and SpaceX, sharing concerns about the effects of such a move on Tesla investors. Gary Black’s Dilution Concerns Taking to the social media platform X on Sunday, the investor shared his concerns with the possible merger, directing his message at Tesla bulls. Black said that the deal could see a “20-25% reduction” in the value of the EV giant’s stock “if TSLA with a 100x EV/EBI

Gary Black Warns Tesla-SpaceX Merger Could Reduce TSLA Value By 25%: '...Looking For A Problem Yahoo Finance UK

Gary Black Warns Tesla-SpaceX Merger Could Reduce TSLA Value By 25%: '...Looking For A Problem Yahoo Finance

bfk92/E+ via Getty Images Investment Thesis ATI ( ATI ) is a specialty materials company that has been benefitting from aerospace and defense tailwinds throughout the last year. This is expected to continue with margin expansion, increased demand from a defense supercycle, and a ramp in commercial aerospace production. With the valuation as expensive as it is, I see limited upside, with most of the tailwinds priced in. The company does have strong backlog visibility, with long-term agreements with players such as Airbus and Boeing . However, both have continuously faced supply chain delays, putting growth for ATI at risk. These aspects also seem to be priced into the stock's current valuation, with a forward P/E of ~34x. Any headwinds from margin compression, slow aerospace ramp, or commodity costs could put the stock's multiples at risk. That's why I'm rating this stock a Hold, with a 12-month price target of $139.86. Expensive for a Materials Company The current valuation for ATI is well above the average for specialty materials, and there are competitors out there that are arguably better positioned. With a trailing P/E of 44x and a forward P/E of 34x, the market is expecting ATI to benefit from this defense supercycle. Seeking Alpha and MacroMicro ATI's closest comparison, Howmet Aerospace ( HWM ), trades at similarly expensive levels with a trailing P/E of 61x and a forward P/E of 50x. Despite this, Howmet has higher margins, with an adjusted EBITDA margin of ~30% compared to ATI's margin of ~20%. Howmet also has more predictable revenue due to strict aircraft maintenance schedules, unlike ATI, which relies on demand. ATI does have a clear view of future revenue, with backlog worth around one year of revenue and long-term agreements with some OEMs. This isn't guaranteed, however, with fluctuating commodity costs that could skew revenue numbers. I believe the visibility is largely baked into the valuation, including the tailwinds of the defense supercycle. The s...

Industrials have posted their best start to the year in a quarter century. Here's where the sector can go next, according to Trivariate Research. Industrials have turned out to be an underappreciated star of the 2026 stock market. The State Street Industrial Select Sector SPDR ETF (XLI) has rallied more than 5% this year, one of six S & P 500 sectors that have gained year to date. Energy is the leading outperformer, up 37%. Fourteen of the top 20 stocks by market cap in the group are higher this year, the firm pointed out. Eight have even notched double-digit gains in the period, including GE Vernova (up 37%), Caterpillar (up 25%), and Lockheed Martin (up 26%). This comes even as the S & P 500 has buckled under the weight of geopolitical risks, as well as ongoing concerns in artificial intelligence and private credit. The market cap weighted index is down nearly 4% this year. But further gains may be harder to come by for the group, Trivariate found. Industrials are expensive after this year's rally, trading at a forward price-to-earnings ratio of roughly 24. They may have now priced in recent improvements in the Purchasing Managers Index (PMIs), a leading indicator showing economic growth that boosted cyclical sectors. What's more, industrials are the most diverse sector of the market, with 15 sub-industries of at least 10 stocks each, making any broad call on the group challenging. "It is imperative for the sector to post upwards earnings revisions for the recent outperformance to continue," wrote the firm's founder Adam Parker. "But that will be challenging." Trivariate Research searched for stocks that are in the top quartile of 12-quarter trailing earnings growth, and a one-month change in forward earnings expectations. Here are some of the names the firm is long on. Howmet Aerospace is one of the names that surfaced on the firm's list. The aerospace and defense stock is already up more than 15% this year. Yet the majority of analysts rate it a buy, according t...