Micron Technology's stock experienced a downward movement with significant intraday volatility following its second-quarter fiscal 2026 earnings report. Despite the company announcing record financial results for the quarter ended February 26, 2026, and providing exceptionally strong guidance for the upcoming third quarter, the market reacted with apprehension. The primary factor driving this nega...
Micron Technology's stock experienced a downward movement with significant intraday volatility following its second-quarter fiscal 2026 earnings report. Despite the company announcing record financial results for the quarter ended February 26, 2026, and providing exceptionally strong guidance for the upcoming third quarter, the market reacted with apprehension. The primary factor driving this negative sentiment appears to be investor concerns surrounding Micron's aggressive capital expenditure plans. The company outlined substantial investments exceeding $25 billion for fiscal 2026 to expand its manufacturing capacity, aiming to meet the burgeoning demand for memory solutions in the artificial intelligence (AI) sector. While these investments are intended to capitalize on the strong market for high-bandwidth memory (HBM) and DRAM, some investors and analysts are interpreting this as a potential precursor to future oversupply, which historically has led to pricing pressure and margin erosion in the cyclical memory chip industry. This "sell the news" reaction suggests that the market is weighing the long-term cyclical risks against the impressive current performance. Indeed, Micron's Q2 FY2026 results were strong, with significant increases in revenue and earnings per share, largely driven by robust demand from the AI infrastructure build-out and tight industry supply. The company also increased its quarterly dividend, reflecting confidence in its business strength. Furthermore, Micron's HBM3E and upcoming HBM4 products are reportedly sold out for 2026, underscoring the immediate strong demand environment. Despite the short-term market reaction, overall analyst sentiment remains largely positive, with many firms maintaining "Buy" ratings and raising price targets, emphasizing the ongoing "AI memory supercycle." However, the intraday volatility on this trading day reflects a divergence in investor views, where the undeniable financial strength and AI-driven tailwinds a...
urbazon/E+ via Getty Images Investment thesis Kits Eyecare Ltd. ( KITS:CA ) ( KTYCF ) declined by around 12% in a single day after good results that fell short of the high expectations reflected in its demanding valuation, and it's down 20% in the last month. With the business still growing rapidly, expecting 30% sales growth in the first quarter of 2026, and investing in AI smart glasses as a val...
urbazon/E+ via Getty Images Investment thesis Kits Eyecare Ltd. ( KITS:CA ) ( KTYCF ) declined by around 12% in a single day after good results that fell short of the high expectations reflected in its demanding valuation, and it's down 20% in the last month. With the business still growing rapidly, expecting 30% sales growth in the first quarter of 2026, and investing in AI smart glasses as a value proposition, I believe the recent sell-off finally created a buying opportunity in a high-growth company that delivered a 135% stock return in the year before the recent drop. Business Kits Eyecare is like an e-commerce company but focused on contact lenses and eyeglasses, cutting out many of the intermediaries found in the traditional optical industry. At first glance, it may look like just another e-commerce player, but in my opinion, what makes the model interesting is how vertically integrated it is. Orders are placed through their website or mobile app, and once a purchase is made, the company manufactures the glasses in its laboratories and sends them directly to the customer. This allows them to compete on price and convenience, two important factors for any consumer. It's also worth mentioning that the company is still heavily concentrated in contact lenses, which grew 18% in the most recent quarter and 25% during 2025, representing 85% of sales. The remaining 15% comes from eyeglasses, which grew 36% in 2025 and 32% in the most recent quarter. Kits Eyecare Investor Presentation That said, this concentration in contact lenses doesn’t concern me too much, and what I find attractive about this segment is its recurring nature, since lenses need to be replaced frequently. That's why users typically purchase new boxes every few months, generating a relatively predictable revenue. It’s obviously not the same as a SaaS subscription, but it’s still much more recurring than eyeglasses. According to the company, approximately two-thirds of revenue comes from repeat custome...
Palantir Technologies experienced an upward movement on March 23, 2026, driven by several significant developments that reinforced investor confidence in the company's expanding role in artificial intelligence and its ability to secure high-value contracts across government and commercial sectors. This positive momentum was accompanied by notable intraday volatility as the market absorbed the impl...
Palantir Technologies experienced an upward movement on March 23, 2026, driven by several significant developments that reinforced investor confidence in the company's expanding role in artificial intelligence and its ability to secure high-value contracts across government and commercial sectors. This positive momentum was accompanied by notable intraday volatility as the market absorbed the implications of these announcements. A primary catalyst for the stock's performance was the Pentagon's official designation of Palantir's Maven AI system as a "program of record." This crucial step formalizes the long-term adoption of Maven across all U.S. military branches, ensuring dedicated funding and embedding Palantir's technology deeper into core defense workflows. The decision reduces uncertainty regarding future contract renewals and establishes Maven as a permanent fixture in U.S. defense infrastructure, bolstering Palantir's position in the high-security government sector. Further contributing to the positive sentiment was the announcement of a new contract with the UK Financial Conduct Authority (FCA). Under this agreement, Palantir will leverage its Foundry platform to analyze sensitive internal intelligence data for three months, aiding in the detection and combatting of financial crime. This partnership signifies an expansion of Palantir's footprint within the UK public sector and regulated industries, demonstrating the versatility and demand for its operational AI platforms beyond traditional defense applications. Analyst sentiment also played a role, with firms like Wedbush reiterating an Outperform rating and maintaining a substantial price target for Palantir, citing the company's strong position in AI development and its expected success in securing additional federal government contracts. Mizuho also reiterated an Outperform rating, highlighting the momentum in Palantir's AI initiatives. These analyst endorsements underscore a positive outlook for the compa...
In this article 7203.T-JP TM Follow your favorite stocks CREATE FREE ACCOUNT Production of the Toyota Camry at the automaker's plant in Georgetown, Kentucky. Courtesy Toyota Toyota Motor on Monday announced it would spend $1 billion at two U.S. plants as part of a plan to invest up to $10 billion domestically over the next five years. The new investments include $800 million at a plant in Georgeto...
In this article 7203.T-JP TM Follow your favorite stocks CREATE FREE ACCOUNT Production of the Toyota Camry at the automaker's plant in Georgetown, Kentucky. Courtesy Toyota Toyota Motor on Monday announced it would spend $1 billion at two U.S. plants as part of a plan to invest up to $10 billion domestically over the next five years. The new investments include $800 million at a plant in Georgetown, Kentucky, to increase production capacity of the automaker's Camry sedan and RAV4 crossover. The remaining $200 million is to increase capacity for the Toyota Grand Highlander SUV at a plant in Princeton, Indiana. "Toyota's investment in the U.S. is for the long-term, tied to our philosophy of building where we sell and buying where we build," Toyota Motor North America Chief Operating Officer Mark Templin said in a statement. Toyota in November confirmed plans to invest up to $10 billion in its U.S. plants through 2030. That came roughly a month after President Donald Trump said during a speech that such an investment would come from the Japanese automaker. Stock Chart Icon Stock chart icon Toyota stock Toyota and the entire automotive industry have been attempting to navigate production plans amid tariffs and other regulatory changes. Changing trade deals and tariffs have been a major issue for automakers during the Trump administration, costing many companies billions of dollars annually in additional costs. Toyota previously warned U.S. tariffs are expected to cost the automaker 1.4 trillion yen for its fiscal year, which closes at the end of this month. Toyota Chair Akio Toyoda, whose company employs nearly 48,000 people in the U.S., has been trying to win over Trump, including by donning a red "Make America Great Again" hat and a T-shirt with Trump and Vice President JD Vance during a November event in Japan featuring U.S. officials. Toyota also was the first of the Japanese automakers to commit to a plan to export U.S.-produced vehicles to Japan following changes...
Donny DBM/iStock via Getty Images Strategy Overview The Calamos Hedged Equity Strategy is positioned as an equity alternative, aiming to participate in market upside while limiting downside exposure. During the fourth quarter, the strategy delivered positive results. We believe this performance highlights the continued effectiveness of our asymmetric strategy, which provides upside participation w...
Donny DBM/iStock via Getty Images Strategy Overview The Calamos Hedged Equity Strategy is positioned as an equity alternative, aiming to participate in market upside while limiting downside exposure. During the fourth quarter, the strategy delivered positive results. We believe this performance highlights the continued effectiveness of our asymmetric strategy, which provides upside participation while preserving the risk-mitigation characteristics that define our approach. Market Environment The US equity market continued to press forward in the fourth quarter, with the S&P 500 Index posting a 2.66% return. The markets did not experience a late-quarter “Santa Claus” rally, but advanced on strong earnings and two further US Fed rate cuts. However, not everything was perfect. The US faced the longest federal government shutdown in its history, and concerns about unemployment and low consumer sentiment were top of mind for many Americans. Only two S&P 500 Index sectors, healthcare (+11.7%) and communication services (+7.3%), outpaced the overall market. Financials (+2.0%), energy (+1.5%), information technology (+1.4%), materials (+1.1%), consumer discretionary (+0.7%), and industrials (+0.7%) each posted gains. Consumer staples (+0.0%) was up for the quarter by a single basis point, while utilities (-1.4%) and real estate (-2.9%) finished in negative territory. Performance Review During the fourth quarter, the strategy earned 1.12% (gross of fees) and 1.00% (net of fees). We believe this underscores the strength of our asymmetric strategy in rising markets, as the portfolio advanced while preserving the risk-mitigation characteristics that served investors well during the volatility that marked the year’s first quarter. Performance Highlights Q4 2025: The strategy returned 1.12% (gross of fees). 2025 Return: The strategy delivered a return of 8.82 (gross of fees). The strategy has exhibited consistently lower volatility, reflected in its low three-year beta of 0.19. F...
$QQQ stock has risen 1.1% today, according to our price data from Polygon. It has been bolstered by AVGO stock rising 3.1%. Here are some of the largest contributors to QQQ's gains: $NVDA (8.7% of QQQ holdings) has risen 1.5% $AMZN (4.5%) has risen 2.6% $AAPL (7.3%) has risen 1.5% $TSLA (3.8%) has risen 2.9% $AVGO (3.0%) has risen 3.1% $PLTR (2.0%) has risen 3.9% $META (3.6%) has risen 1.9% $WMT (...
$QQQ stock has risen 1.1% today, according to our price data from Polygon. It has been bolstered by AVGO stock rising 3.1%. Here are some of the largest contributors to QQQ's gains: $NVDA (8.7% of QQQ holdings) has risen 1.5% $AMZN (4.5%) has risen 2.6% $AAPL (7.3%) has risen 1.5% $TSLA (3.8%) has risen 2.9% $AVGO (3.0%) has risen 3.1% $PLTR (2.0%) has risen 3.9% $META (3.6%) has risen 1.9% $WMT (3.3%) has risen 1.6% $LRCX (1.6%) has risen 2.1% $GOOGL (3.6%) has risen 0.9% You can track more data on $QQQ on Quiver Quantitative's $QQQ data dashboard. Receive $QQQ Data Alerts Sign Up $AVGO Insider Trading Activity $AVGO insiders have traded $AVGO stock on the open market 199 times in the past 6 months. Of those trades, 1 have been purchases and 198 have been sales. Here’s a breakdown of recent trading of $AVGO stock by insiders over the last 6 months: To track insider transactions, check out Quiver Quantitative's insider trading dashboard. $AVGO Analyst Ratings Wall Street analysts have issued reports on $AVGO in the last several months. We have seen 14 firms issue buy ratings on the stock, and 0 firms issue sell ratings. Here are some recent analyst ratings: Wells Fargo issued a "Overweight" rating on 01/15/2026 Mizuho issued a "Outperform" rating on 01/09/2026 Bernstein issued a "Outperform" rating on 12/12/2025 Oppenheimer issued a "Outperform" rating on 12/12/2025 Piper Sandler issued a "Overweight" rating on 12/12/2025 Rosenblatt issued a "Buy" rating on 12/12/2025 Benchmark issued a "Buy" rating on 12/12/2025 To track analyst ratings and price targets for $AVGO, check out Quiver Quantitative's $AVGO forecast page. $AVGO Price Targets Multiple analysts have issued price targets for $AVGO recently. We have seen 23 analysts offer price targets for $AVGO in the last 6 months, with a median target of $475.0. Here are some recent targets: Joseph Moore from Morgan Stanley set a target price of $470.0 on 03/06/2026 on 03/06/2026 Mitch Steves from RBC Capital set a targe...
To get away with murder, Stephen McCullagh planned an audacious alibi: he would trick the world into thinking he was at home livestreaming a video game when in fact he was 17 miles away, extinguishing a life. He prerecorded a six-hour session of him playing Grand Theft Auto and uploaded it on the night of 18 December 2022, to give the impression to his YouTube channel’s 37,000 subscribers that he ...
To get away with murder, Stephen McCullagh planned an audacious alibi: he would trick the world into thinking he was at home livestreaming a video game when in fact he was 17 miles away, extinguishing a life. He prerecorded a six-hour session of him playing Grand Theft Auto and uploaded it on the night of 18 December 2022, to give the impression to his YouTube channel’s 37,000 subscribers that he was at home in Lisburn, County Antrim, wearing a Santa hat, eating snacks, sipping Guinness and making jokes. “I am not leaving the house tonight,” he said. While the recording played, McCullagh donned a disguise and travelled to Lurgan, County Armagh, where he killed his pregnant girlfriend, Natalie McNally, by stab wounds to the neck, strangulation and heavy blows to the head. Prosecutors said it was a “sophisticated, calculated and cool-headed plot” by a man “capable of deception beyond imagination”. A deception, however, that failed, because on Monday a jury of six men and six women convicted McCullagh, 36, of murder. The five-week trial at Belfast crown court gripped and horrified Northern Ireland by laying out the intricate preparations behind a savage killing. McCullagh denied the charge. Mr Justice Kinney presided over the case. McCullagh “lied and lied again”, to his victim, her family and police, and the unravelling of those lies deterred him from taking the stand, the prosecutor Charles MacCreanor KC told the court. “There’s no answer he could ever give that could stand up to scrutiny in the witness box.” Relatives and friends paid tributes to McNally, 32. From the age of three she had lived with type 1 diabetes but she lived a full life, did marketing for the public transport provider Translink and was looking forward to becoming a mother. Her family said she was kind, generous and fiercely independent. McNally met McCullagh, a part-time audience editor at the Belfast Telegraph, on the dating app Bumble and they started dating in August 2022. To subscribers of h...
A man who set up a false alibi involving himself livestreaming a video game on YouTube has been found guilty of murdering his pregnant partner. Natalie McNally, 32, was 15 weeks’ pregnant when she was violently attacked and killed at her home in Lurgan, County Armagh, in December 2022. Natalie McNally. Photograph: PA Stephen McCullagh, 36, of Woodland Gardens, Lisburn, was convicted by a jury duri...
A man who set up a false alibi involving himself livestreaming a video game on YouTube has been found guilty of murdering his pregnant partner. Natalie McNally, 32, was 15 weeks’ pregnant when she was violently attacked and killed at her home in Lurgan, County Armagh, in December 2022. Natalie McNally. Photograph: PA Stephen McCullagh, 36, of Woodland Gardens, Lisburn, was convicted by a jury during the fifth week of the trial at Belfast crown court. A jury of six men and six women reached their verdict after two hours of deliberations. During the trial the jury heard how McCullagh had concocted a “cover story” that he had been livestreaming himself playing video games on the evening of Sunday 18 December 2022. However, McCullagh had recorded six hours of himself playing video games, which he broadcast as live that evening while he took a bus to McNally’s home in Lurgan. Once there he attacked and killed McNally. McCullagh stood without expression in the dock as the verdict was read out. McNally’s family and friends filled the public gallery behind the dock and cheered after the verdict was announced.
Elon Musk’s bold vision for putting AI data centers in space , tapping into solar power and bypassing terrestrial worries such as electric grids and neighbors’ opposition, hinges on SpaceX’s ability to perfect its Starship booster. “Conceptionally it makes a ton of sense in the longer term to be thinking about data centers in space,” said Karin Fronczke , head of global private equity investments ...
Elon Musk’s bold vision for putting AI data centers in space , tapping into solar power and bypassing terrestrial worries such as electric grids and neighbors’ opposition, hinges on SpaceX’s ability to perfect its Starship booster. “Conceptionally it makes a ton of sense in the longer term to be thinking about data centers in space,” said Karin Fronczke , head of global private equity investments at Fidelity Investments, which is an investor in closely held SpaceX. “The question of course becomes what you were just talking about: Is it economical? And frankly what we’ve been watching for as investors is Starship.” The hurdles are significant, Fronczke said Monday in a Bloomberg Television interview. But SpaceX is gearing up for a launch next month of the third-generation version of the Starship rocket, capable of lofting 100 tons of cargo, she said. Success for Musk’s plan to reuse Starship boosters would be the critical factor in reducing launch costs “very, very meaningfully,” Fronczke said. She commented after Musk’s weekend announcement of the plans for his Terafab project — a proposal to eventually manufacture his own chips for robotics, artificial intelligence and space data centers. It will be built in Austin and jointly run by Tesla — which is now based in the Texas capital — and SpaceX . Fronczke said Fidelity, which first invested in SpaceX in 2015, closely tracks key milestones including Starship’s development. “You can bet there’s an Excel spreadsheet at Fidelity that measures the cost per kilowatt and when we believe this will become economical,” she said. SpaceX has already demonstrated impressive growth since Fidelity’s initial investment, evolving from just 13 Falcon 9 launches to now launching “every other day” and carrying 80% to 90% of the world’s space payloads, while also growing its Starlink satellite internet service to 10 million subscribers, Fronczke said. (This story was produced with the assistance of Bloomberg Automation.)
RHJ/iStock via Getty Images USA Rare Earth ( USAR ) up 4.6% in Monday's trading after announcing a sales and distribution agreement with Compass Diversified ( CODI ) subsidiary Arnold Magnetic Technologies to expand the availability of U.S. -manufactured rare earth magnets. Under the non-exclusive partnership, each company will be authorized to sell and distribute the other's products: USA Rare Ea...
RHJ/iStock via Getty Images USA Rare Earth ( USAR ) up 4.6% in Monday's trading after announcing a sales and distribution agreement with Compass Diversified ( CODI ) subsidiary Arnold Magnetic Technologies to expand the availability of U.S. -manufactured rare earth magnets. Under the non-exclusive partnership, each company will be authorized to sell and distribute the other's products: USA Rare Earth ( USAR ) will offer Arnold's finished permanent magnets produced from samarium-cobalt and neodymium-iron-boron, and Arnold will offer USA Rare Earth's processed and refined NdFeB feedstock and finished magnets. Separately, U.S. Representative Zoe Lofgren, the ranking member of the House Committee on Science, Space, and Technology, accused U.S. Commerce Secretary Howard Lutnick last week of structuring the Trump administration's $1.6B investment in USA Rare Earth ( USAR ) in a way that gives the government "highly concerning" leverage over the company while boosting Lutnick's family-run investment firm. Lofgren said the proposed deal would let the Commerce Department keep an equity stake even if it decides not to invest while also leaving the company reliant on a $1.5B private capital raise led by Cantor Fitzgerald, the financial firm previously led by Lutnick and now run by his sons. More on USA Rare Earth USA Rare Earth: Securing U.S. AI Tech Is In Their Hands USA Rare Earth: A $4.1B Bet On Breaking China's Grip -- But Execution Has To Catch Up USA Rare Earth: Government Giveth, Government Taketh Away
watch now VIDEO 11:20 11:20 Energy Secretary Chris Wright: We are rapidly eliminating Iran's ability to project power Squawk on the Street HOUSTON — The Trump administration plans to bring additional diesel to the market as fuel prices surge, Energy Secretary Chris Wright told CNBC on Monday. "We do have some ideas on diesel, that we can bring extra diesel to the marketplace," Wright told CNBC's B...
watch now VIDEO 11:20 11:20 Energy Secretary Chris Wright: We are rapidly eliminating Iran's ability to project power Squawk on the Street HOUSTON — The Trump administration plans to bring additional diesel to the market as fuel prices surge, Energy Secretary Chris Wright told CNBC on Monday. "We do have some ideas on diesel, that we can bring extra diesel to the marketplace," Wright told CNBC's Brian Sullivan in an interview. "I think we'll see that happen before too long." Diesel prices have surged about 40% to $5.29 per gallon, the highest level since 2022, as the U.S. war against Iran has triggered the largest oil supply disruption in history. Diesel is used by trucks and freight trains to transport goods to market. Wright said the U.S. is not considering limiting diesel exports as prices rise. "You don't want to interrupt the free flow of energy trades," Wright said. "We refine more oil than we can consume. If we blocked exports, we'd have to turn down our own refineries and produce less oil and less refined products. That wouldn't be productive for the United States, certainly wouldn't be productive for the world." Wright said earlier Monday that emergency oil stockpile releases could reach up to 3 million barrels per day to address the supply disruption triggered by the Iran war. The U.S. will release about 1 million to 1.5 million bpd from its Strategic Petroleum Reserve, Wright said at S&P Global's CERAWeek energy conference in Houston. Emergency stockpile releases could reach nearly 3 million bpd total, he said. "It's going to be between a million and a million and a half barrels a day out of U.S. stocks," Wright said. "And we'll get possibly close to 3 million barrels total." Oil from the U.S. strategic reserve started flowing on Friday afternoon, Wright said. "Japan has also moved quickly, some nations a little bit more slowly," the energy secretary said. More than 30 nations in the International Energy Agency agreed on March 11 to inject 400 million bar...
Who wouldn't want passive income -- money that comes to you with little to no effort required of you? One of the best forms of passive income is dividend income. Healthy and growing dividend-paying stocks will reward shareholders with regular payouts and over time those payouts are likely to grow, often outstripping inflation. Here, then, are two solid dividend payers to consider for your long-ter...
Who wouldn't want passive income -- money that comes to you with little to no effort required of you? One of the best forms of passive income is dividend income. Healthy and growing dividend-paying stocks will reward shareholders with regular payouts and over time those payouts are likely to grow, often outstripping inflation. Here, then, are two solid dividend payers to consider for your long-term portfolio. 1. Otis Worldwide Otis Worldwide (OTIS +0.26%) has specialized in elevators since 1853 -- before the Civil War. It's grown to a recent market value surpassing $30 billion, and its dividend recently yielded 2.1%. If that doesn't sound like a lot, note that it's been growing briskly, with its quarterly payout of $0.42 per share up 8% from the year before and more than doubling over the past five years. Expand NYSE : OTIS Otis Worldwide Today's Change ( 0.26 %) $ 0.21 Current Price $ 79.75 Key Data Points Market Cap $31B Day's Range $ 79.75 - $ 81.11 52wk Range $ 78.25 - $ 105.95 Volume 30K Avg Vol 3.7M Gross Margin 30.55 % Dividend Yield 2.11 % Otis moves about 2.5 billion people daily and makes a lot of its money not just from selling new people-moving systems but also from updating and modernizing existing ones. Recent new-system sales have been growing slowly, but modernizations are in greater demand. Otis has also been buying back a a lot of shares, leading to a total yield for shareholders of 4.7%. The stock's valuation is also attractive, with a recent forward-looking price-to-earnings (P/E) ratio of 18.3 well below the five-year average of 23.4. 2. American Tower American Tower (AMT 2.01%) is another solid dividend-paying stock, with a recent yield of 3.7%. It has been raising that payout over time, too, with the recent total annual payout of $6.89 per share up considerably from $4.53 in 2020 and $2.17 in 2016. Expand NYSE : AMT American Tower Today's Change ( -2.01 %) $ -3.55 Current Price $ 173.24 Key Data Points Market Cap $82B Day's Range $ 173.24 - $ ...
The great thing about dividends is they'll land in your pocket every year no matter what the market or even the particular stock is doing. So you can count on a certain level of income from your portfolio, and importantly, this can add up over time. This means, whether you're an aggressive or cautious investor, dividend paying stocks make a solid addition to your portfolio that you won't regret --...
The great thing about dividends is they'll land in your pocket every year no matter what the market or even the particular stock is doing. So you can count on a certain level of income from your portfolio, and importantly, this can add up over time. This means, whether you're an aggressive or cautious investor, dividend paying stocks make a solid addition to your portfolio that you won't regret -- especially during difficult market environments. Of course, a company could change its policies and drop its dividend payments, but there is a way to minimize that risk. And that's by choosing companies that have a long history of dividend growth. This shows rewarding shareholders is important to them so it's likely they'll continue along that path. You'll find these players on the list of Dividend Kings, or those companies that have lifted their dividends for at least 50 straight years. If you want decades of passive income, two of these stocks look like great choices to buy now and hold forever. 1. Johnson & Johnson Johnson & Johnson (NYSE: JNJ) has increased its dividend for more than 60 years, and the healthcare giant has the financial situation -- thanks to $19 billion in free cash flow -- to keep this growth going. Today, J&J pays an annual dividend of $4.96 per share, representing a yield of 3.1%, and this far surpasses the S&P 500 dividend yield of 1.3%. So it's likely you can count on passive income -- and passive income growth -- well into the future. But you'll also like J&J for its solid earnings track record as well as a new era of revenue growth down the road. J&J spun off its consumer health business last year in an effort to focus its efforts in areas with the strongest growth potential. The company also has made key acquisitions, such as the purchase of heart recovery medical device business Abiomed, and is pushing new medicines through the pipeline too. The efforts are paying off. J&J's innovative medicine and medtech units each reported more than 6% grow...
JHVEPhoto/iStock Editorial via Getty Images Cruise stocks, and by extension the travel industry, are trending higher on Monday, underpinned by lower fuel prices amid hopes for an end to the conflict in the Middle East. With fuel accounting for 10% to 15% of operating expenses, changes in energy prices can meaningfully affect both profitability and share price. As a result, the 70% surge in oil sin...
JHVEPhoto/iStock Editorial via Getty Images Cruise stocks, and by extension the travel industry, are trending higher on Monday, underpinned by lower fuel prices amid hopes for an end to the conflict in the Middle East. With fuel accounting for 10% to 15% of operating expenses, changes in energy prices can meaningfully affect both profitability and share price. As a result, the 70% surge in oil since the end of February resulted in a decline of 13% in Carnival Corp.'s ( CCL ) share price, -11% for Norwegian Cruise Line Holdings ( NCLH ), -7% for Royal Caribbean ( RCL ), and 3% for Viking Holdings, with some of these losses reversed on a 13% drop in oil on Monday. As the only cruise operator among the Big 4 that does not hedge its fuel costs, Carnival Corp. ( CCL ) suffers the most volatility from fluctuations in energy prices. And although operators can mitigate the impact from higher operating costs through higher ticket prices, increased on-board charges, and alternate itineraries, pricing must remain within travelers’ sensitivity to cost, particularly for trips viewed as affordable vacations. While ticket prices have not yet reflected the spike in oil, cost-related actions taken by cruise operators since the beginning of the Iran war include increased daily gratuities and higher beverage packages. Even with these increases, however, cruises retain their value gap to land-based vacations. Across the travel industry, airlines and cruise operators are scoring the biggest gains, followed by the hotel segment with gains of 3% to 4%. More on Carnival Carnival: War And Fuel Costs Ahead Of Earnings Carnival: Why I'm Doubling Down Despite Unhedged Fuel Risk Carnival Corporation: A Low-Risk, Dividend-Yielding 'Buy' For Income Investors Quant snapshot: AAR, Noah Holdings lead strong buys as Blaize, Fractyl Health lag Amid oil price panic, Carnival and Viking are called undervalued by Morgan Stanley
In trading on Monday, trucking shares were relative leaders, up on the day by about 5.9%. Leading the group were shares of Universal Logistics Holdings, up about 13.7% and shares of Saia up about 7.2% on the day. Also showing relative strength are auto dealerships shares, up on the day by about 5.8% as a group, led by America's Car-Mart, trading up by about 14.9% and Camping World Holdings, tradin...
In trading on Monday, trucking shares were relative leaders, up on the day by about 5.9%. Leading the group were shares of Universal Logistics Holdings, up about 13.7% and shares of Saia up about 7.2% on the day. Also showing relative strength are auto dealerships shares, up on the day by about 5.8% as a group, led by America's Car-Mart, trading up by about 14.9% and Camping World Holdings, trading higher by about 11.3% on Monday. VIDEO: Monday Sector Leaders: Trucking, Auto Dealerships The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Monday, oil & gas exploration & production shares were relative laggards, down on the day by about 1.9%. Helping drag down the group were shares of SM Energy, down about 6.2% and shares of Vital Energy, off about 6.2% on the day. Also lagging the market Monday are rental, leasing, & royalty shares, down on the day by about 1.8% as a group, led down by VOC Energy Trust, trading lower ...
In trading on Monday, oil & gas exploration & production shares were relative laggards, down on the day by about 1.9%. Helping drag down the group were shares of SM Energy, down about 6.2% and shares of Vital Energy, off about 6.2% on the day. Also lagging the market Monday are rental, leasing, & royalty shares, down on the day by about 1.8% as a group, led down by VOC Energy Trust, trading lower by about 6.1% and Kimbell Royalty Partners, trading lower by about 2.6%. VIDEO: Monday Sector Laggards: Oil & Gas Exploration & Production, Rental, Leasing, & Royalty Stocks The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Maskot Enterprise software names joined Monday's market rally, with Palantir ( PLTR ) and AppLovin ( APP ) leading the pack. Wall Street opened Monday's session with a strong rally as U.S. President Donald Trump said that a deal with Iran could be reached in five days or sooner, even as Iran refuted holding any talks with Washington. Palantir ( PLTR ) and AppLovin ( APP ) had both jumped 5% by noo...
Maskot Enterprise software names joined Monday's market rally, with Palantir ( PLTR ) and AppLovin ( APP ) leading the pack. Wall Street opened Monday's session with a strong rally as U.S. President Donald Trump said that a deal with Iran could be reached in five days or sooner, even as Iran refuted holding any talks with Washington. Palantir ( PLTR ) and AppLovin ( APP ) had both jumped 5% by noon trading. Palantir was boosted after the revelation that its Maven AI system will become an official program of record with the U.S. military. Meanwhile, AppLovin's transformation from a mobile gaming ad network into a broad, AI-driven performance marketing ecosystem has significantly increased its total addressable market. ServiceNow ( NOW ) had inched up 0.5%, and monday.com ( MNDY ) had increased 1.3%. monday.com's stock value has declined nearly 50% year to date. It has recently been hit by class action lawsuits , following a February 9 announcement when monday.com disclosed it "will no longer be discussing our previously provided 2027 targets, but we'll be centering our discussion on our 2026 outlook, which reflects the continued momentum we see across our AI work platform, new product introductions, and upmarket sales motion." Jefferies recently downgraded monday.com to Hold from Buy and slashed its price target to $80 from $260. Docusign ( DOCU ) had perked up 1.5%. Last week, the company reported its fourth quarter fiscal 2026 results and fiscal 2027 outlook, which surpassed estimates across the board. Cybersecurity software names were also trending higher on Monday. CrowdStrike ( CRWD ) was up 1%, Palo Alto Networks ( PANW ) had increased 0.4%, and SentinelOne ( S ) had inched up 0.2%. Cybersecurity stocks could see a catalyst this week stemming from the 2026 RSA Conference in San Francisco. "The increased use of AI has dramatically lowered the cost, skill, and time required to execute sophisticated attacks while massively elevating their scale/precision, enabling...
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is developing a personal artificial intelligence tool for CEO Mark Zuckerberg as part of a broader push to integrate AI into internal operations and enhance productivity, according to a Wall Street Journal report. Per people familiar with...
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is developing a personal artificial intelligence tool for CEO Mark Zuckerberg as part of a broader push to integrate AI into internal operations and enhance productivity, according to a Wall Street Journal report. Per people familiar with...
Karin Fronczke, head of global private equity investments at Fidelity Investments, which is an investor in closely held SpaceX, says Elon Musk's plan to put AI data centers in space makes sense. She speaks on "Bloomberg Tech." (Source: Bloomberg)
Karin Fronczke, head of global private equity investments at Fidelity Investments, which is an investor in closely held SpaceX, says Elon Musk's plan to put AI data centers in space makes sense. She speaks on "Bloomberg Tech." (Source: Bloomberg)
Namibia turned down a bid by billionaire Elon Musk ’s Starlink service to operate in the country, denying the satellite internet provider both a telecommunications service license and access to radio spectrum. The Communications Regulatory Authority of Namibia “resolved to decline” both applications, effectively blocking the US-based firm’s planned rollout of nationwide satellite internet services...
Namibia turned down a bid by billionaire Elon Musk ’s Starlink service to operate in the country, denying the satellite internet provider both a telecommunications service license and access to radio spectrum. The Communications Regulatory Authority of Namibia “resolved to decline” both applications, effectively blocking the US-based firm’s planned rollout of nationwide satellite internet services. The regulator published its decision in a government notice Monday. Starlink, which has no Namibian shareholding, had applied to use frequency bands to provide fixed satellite services across the southwest African nation. It can seek reconsideration of the decision within 90 days under the Communications Act.