The soft sentiment on the Mag 7 stocks and Tech sectors notwithstanding, these two spaces represent the most robust profitability centers in the entire S&P 500 index, with a steadily improving earnings outlook reflected in positive estimate revisions. There is a fair amount of overlap between the Mag 7 stocks and the Tech sector, but the Zacks industry classification system places two of the Mag 7...
The soft sentiment on the Mag 7 stocks and Tech sectors notwithstanding, these two spaces represent the most robust profitability centers in the entire S&P 500 index, with a steadily improving earnings outlook reflected in positive estimate revisions. There is a fair amount of overlap between the Mag 7 stocks and the Tech sector, but the Zacks industry classification system places two of the Mag 7 stocks – Amazon AMZN and Tesla TSLA – outside the Tech sector, with Amazon in the Zacks Retail sector and Tesla in the Zacks Auto sector. Elevated headline risks resulting from geopolitical turmoil have joined pre-existing worries about the future of software businesses and the seemingly ever-rising spending by the Mag 7 companies. Sentiment, as a result, has been downbeat on Mag 7 and software stocks, as the year-to-date performance chart of Mag 7 stocks, the Zacks Tech sector, the Zacks Finance sector, and the S&P 500 index shows. The Tech sector has been a critical growth pillar since 2023 Q3 and is expected to play that role in 2026 Q1 as well, with expected earnings growth of +24.6%. Excluding the Tech sector's substantial contribution, Q1 earnings growth for the rest of the S&P 500 index would be +5.5% (vs. +12.0% otherwise). Estimates for the Energy sector have moved higher since the start of March, but estimates have also increased for 8 other Zacks sectors, including Tech, Finance, Construction, Basic Materials, and Utilities. Estimates for 2026 Q1 and full-year 2026 remain positive, with the favorable revisions trend firmly in place even after the start of the Middle East conflict. Total S&P 500 earnings in the first quarter of 2026 are currently expected to increase by +12.0% from the same period last year on +8.6% higher revenues. This would follow the +14% increase in earnings on +9.1% higher revenues in the preceding period (2025 Q4). Note: The following is an excerpt from this week'sEarnings Trends report. You can access the full report that contains detaile...
The post Missed Nvidia? Missed Tesla? The ChatGPT of Marketing May Be the Next Big Tech Offering, and It’s Available for $0.91/Share. by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Missed Nvidia or Tesla early? This is an early-stage AI opportunity at $0.91 a share. In 1999, $1,000 at Nvidia’s IPO would be worth over $2.5M today. In 2010, ...
The post Missed Nvidia? Missed Tesla? The ChatGPT of Marketing May Be the Next Big Tech Offering, and It’s Available for $0.91/Share. by Benzinga Contributors appeared first on Benzinga . Visit Benzinga to get more great content like this. Missed Nvidia or Tesla early? This is an early-stage AI opportunity at $0.91 a share. In 1999, $1,000 at Nvidia’s IPO would be worth over $2.5M today. In 2010, that same amount invested in Tesla’s 2010 IPO would be worth over $300,000 today. RAD Intel could be the next early-stage story investors talk about, and right now it’s available at $0.91/share in their Reg A+ round. RAD Intel pairs its AI driven platform with AIBO — Artificial Intelligence Buyout Strategy — to scale performance across an entire portfolio of Fortune 1000 brands and tier 1 acquisitions. They plug each into the platform, and their performance scales quickly. RAD Intel comes to market with: An executive team with a $9B M&A track record Over $60M raised to date and reported 5,000%+ valuation growth over four years* A who’s-who roster of Fortune 1000 clients and agency partners leveraging our award-winning AI across gaming, entertainment, fashion and healthcare Selected by Adobe Design Fund and backed by multiple Fidelity funds, along with 15,000+ investors, including insiders from Google, Meta, Amazon, and YouTube.** Open allocation Shares currently offered at $0.91 per share under Reg A+ . Review the Offering Circular before investing. *Disclaimer: This is a paid advertisement for RAD Intel made pursuant to Regulation A+ offering and involves risk, including the possible loss of principal. The valuation is set by the Company. There is currently no public market for the Company’s Common Stock. Please read the offering circular and related risks at invest.radintel.ai. Capitalizing on a 14-Year AI Head Start Global advertising holding companies like WPP, IPG, and Publicis are actively buying into the AI infrastructure that guides reach, relevance, and ROI. RAD In...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. PTC (NasdaqGS:PTC) has completed the divestiture of its Kepware and ThingWorx IoT businesses, reshaping its product focus. The company plans to use net proceeds to fund a sizable accelerated share repurchase program, returning capital to shareholders. PTC also introduced a new cloud n...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. PTC (NasdaqGS:PTC) has completed the divestiture of its Kepware and ThingWorx IoT businesses, reshaping its product focus. The company plans to use net proceeds to fund a sizable accelerated share repurchase program, returning capital to shareholders. PTC also introduced a new cloud native robotics design to simulation workflow linking Onshape with NVIDIA Isaac Sim, announced at NVIDIA GTC 2026. PTC, trading at $150.11, is pivoting further toward its core product development and industrial software platforms while exiting certain IoT assets. The stock has seen a 5.7% decline over the past week and an 11.8% decline year to date, while the 3 year and 5 year returns stand at 26.6% and 18.3% respectively. This gives investors a mixed recent performance picture. For readers, the key question is how this refocused portfolio and capital return plan could reshape PTC’s risk and opportunity profile over time. The new robotics design to simulation link between Onshape and NVIDIA Isaac Sim may matter for industrial users that want tighter integration between design data and virtual testing of robotic systems. Stay updated on the most important news stories for PTC by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on PTC. NasdaqGS:PTC Earnings & Revenue Growth as at Mar 2026 Is PTC's dividend sustainable? Check out what every dividend investor needs to know in our dividend analysis. The divestiture, updated guidance, and accelerated share repurchase sit together as a capital allocation story that matters for dividend focused investors, even though PTC does not currently pay a dividend. By selling Kepware and ThingWorx and booking a US$464 million gain, PTC is simplifying its portfolio around product development and industrial software, while directing US$375 million of after tax proceeds into an accelerat...
From asparagus fritters and crab cakes to rhubarb tarts and barely dressed baby potatoes, now’s the time to embrace fresh, bright flavours • Sign up here for our weekly food newsletter, Feast After what felt like months and months of endless rain this winter, in the UK at least, the arrival of spring is more welcome than ever this year. It’s undeniable that a few days of sunshine and milder temper...
From asparagus fritters and crab cakes to rhubarb tarts and barely dressed baby potatoes, now’s the time to embrace fresh, bright flavours • Sign up here for our weekly food newsletter, Feast After what felt like months and months of endless rain this winter, in the UK at least, the arrival of spring is more welcome than ever this year. It’s undeniable that a few days of sunshine and milder temperatures change everything: my mood, my palate, my dinner table (see below for my achilles heel: serveware). And to mark the change in season, the Guardian is launching a new seasonal food magazine. This Saturday will see the arrival of the Guardian Food Quarterly, for which I have showcased crab – one of my favourite spring arrivals. I have written five recipes , including a speedy, spicy crab cake banh mi with quick pickles, and a hot cheesy crab and chive dip inspired by the American south. If you are in the camp that thinks that cheese and seafood are a no-no, then I hope you will trust me on this one. Just be sure to use that sweet, punchy brown meat in the mix, too, for maximum flavour. Continue reading...
articgoneape/iStock via Getty Images Overview When I previously covered the ProShares Russell 2000 High Income ETF ( ITWO ), I issued a hold rating due to my uncertainty about the fund's performance during shifting market conditions. Three months into 2026 and we've seen some shifts happen in real-time. Market indices have pulled down from their highs and there has been a rotation out of the techn...
articgoneape/iStock via Getty Images Overview When I previously covered the ProShares Russell 2000 High Income ETF ( ITWO ), I issued a hold rating due to my uncertainty about the fund's performance during shifting market conditions. Three months into 2026 and we've seen some shifts happen in real-time. Market indices have pulled down from their highs and there has been a rotation out of the technology sector. These shifts have resulted in higher market volatility over the last few weeks and provided some insights into what we can expect from ITWO's performance over a longer holding period. Therefore, I wanted to revisit the fund to share some of my thoughts around its performance outlook, dividend risks, and a peer comparison. Looking at the performance over the last twelve months, we can see that ITWO's share price has risen by 7.7%. The fund has demonstrated its ability to participate in the upside growth of the market. When including all distributions that were paid out to shareholders, the total return jumps up to 23.6% over the same time frame. This is due to ITWO's generous dividend yield that sits above 11.1%. The fund issues a monthly payout, which may fit the needs of retired investors seeking a high level of income. However, investors need to understand that there are some tradeoffs of a higher income generation that negatively impacts long-term returns. Data by YCharts After assessing dozens of different option ETFs over the last year, ITWO implements some solid strategies compared to riskier peers. While the fund still has its fair share of downside vulnerabilities, ITWO is one of the most efficient choices when compared to peers. ITWO's strategy has actually outperformed peers that offer a dividend yield as much as 4x higher, which reinforces the efficiency of the fund strategy. Fund Strategy ITWO now has total net assets of $150M that are allocated across ~1,935 different positions. The fund has an expense ratio of 0.55%, which is reasonable consideri...
If ever there was a TV show that you’d think should be left at a single season, it would be Jury Duty. The Amazon series became a slow-burning, word-of-mouth hit through 2023 for pulling off a frankly unbelievable stunt: successfully convincing one man, Ronald Gladden, that he was taking part in an LA courtroom documentary when, actually, everything about the process was staged and he was the only...
If ever there was a TV show that you’d think should be left at a single season, it would be Jury Duty. The Amazon series became a slow-burning, word-of-mouth hit through 2023 for pulling off a frankly unbelievable stunt: successfully convincing one man, Ronald Gladden, that he was taking part in an LA courtroom documentary when, actually, everything about the process was staged and he was the only participant who was not an actor. Despite the continual escalations from the cast (including the actor James Marsden, playing an arrogant parody of himself roped into jury service) and the ever-present risk of Gladden cottoning on and toppling the entire production, somehow the makers manage to maintain the ruse for long enough for the “jury” to return a verdict. Not only was 30-year-old Gladden not even a little bit peeved when the deception was revealed; the resulting comedy also managed to be warm, kind and genuinely funny. Jury Duty even won a Peabody award for proving that reality television could “bring out the best” in people. So when a second season was announced, the response – even from fans – was one of trepidation. Jury Duty had been a critical and commercial success, making the hoax extremely hard to restage. Even if it were possible, surely you couldn’t hope to find a second solid-gold gem like Ronald Gladden? Even the makers had their doubts, says director Jake Szymanski over Zoom. “We did not know if it could be done again … It is a lot of work, and there’s a lot of risk.” But, somehow, they’ve pulled it off. Jury Duty Presents: Company Retreat follows 25-year-old Anthony Norman from Nashville, a temp worker hired (like Gladden) via Craigslist to support a family-owned hot sauce company on its annual retreat. When his manager abruptly takes flight, Norman is thrown in at the deep end, tasked with being “Captain Fun” to his new and eccentric co-workers. If that wasn’t enough, the company’s founder is preparing to step down; Norman finds himself responsible f...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Microsoft (MSFT) stock is in focus after reports it may sue Amazon and OpenAI over a US$50b cloud deal that could weaken Azure’s exclusive role in commercializing OpenAI’s enterprise Frontier platform. See our latest analysis for Microsoft. Despite a busy few weeks of AI partnerships,...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Microsoft (MSFT) stock is in focus after reports it may sue Amazon and OpenAI over a US$50b cloud deal that could weaken Azure’s exclusive role in commercializing OpenAI’s enterprise Frontier platform. See our latest analysis for Microsoft. Despite a busy few weeks of AI partnerships, product updates and now a potential dispute over OpenAI’s US$50b Frontier deal, Microsoft’s recent share price return has been under pressure. Its 90 day share price return is 19.05% and its year to date share price return is 17.16% in the red, even as the 1 year total shareholder return of 1.80% and 3 year total shareholder return of 47.29% point to a much stronger longer run picture. If you are looking beyond Microsoft and want to see how other AI infrastructure names are trading, it can be useful to scan the broader opportunity set using our AI infrastructure stocks screener, starting with 34 AI infrastructure stocks. With Microsoft trading below many analyst valuation estimates and carrying a value score of 5, the question is whether current weakness reflects an undervalued AI heavyweight, or if the market is already factoring in much of its future growth. Most Popular Narrative: 6.7% Undervalued At a last close of $391.79 against a fair value of $420.00 in the most followed narrative, Microsoft is framed as modestly undervalued, with that view built on concerns about how its AI push, Windows franchise and capital spending interact over time. Microsoft is currently digging away the foundation that makes it different. It is trapped in a perfect storm, losing the AI tech war to Google, burning cash on infrastructure without guaranteed ROI, cannibalizing its own seat-based revenue, and antagonizing users with a buggy, bloatware-filled operating system. The ship is massive, and momentum will carry it forward for years. But if Microsoft continues to sell an inferior, job-de...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Microsoft (MSFT) stock is in focus after reports it may sue Amazon and OpenAI over a US$50b cloud deal that could weaken Azure’s exclusive role in commercializing OpenAI’s enterprise Frontier platform. See our latest analysis for Microsoft. Despite a busy few weeks of AI partnerships,...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Microsoft (MSFT) stock is in focus after reports it may sue Amazon and OpenAI over a US$50b cloud deal that could weaken Azure’s exclusive role in commercializing OpenAI’s enterprise Frontier platform. See our latest analysis for Microsoft. Despite a busy few weeks of AI partnerships, product updates and now a potential dispute over OpenAI’s US$50b Frontier deal, Microsoft’s recent share price return has been under pressure. Its 90 day share price return is 19.05% and its year to date share price return is 17.16% in the red, even as the 1 year total shareholder return of 1.80% and 3 year total shareholder return of 47.29% point to a much stronger longer run picture. If you are looking beyond Microsoft and want to see how other AI infrastructure names are trading, it can be useful to scan the broader opportunity set using our AI infrastructure stocks screener, starting with 34 AI infrastructure stocks. With Microsoft trading below many analyst valuation estimates and carrying a value score of 5, the question is whether current weakness reflects an undervalued AI heavyweight, or if the market is already factoring in much of its future growth. Most Popular Narrative: 6.7% Undervalued At a last close of $391.79 against a fair value of $420.00 in the most followed narrative, Microsoft is framed as modestly undervalued, with that view built on concerns about how its AI push, Windows franchise and capital spending interact over time. Microsoft is currently digging away the foundation that makes it different. It is trapped in a perfect storm, losing the AI tech war to Google, burning cash on infrastructure without guaranteed ROI, cannibalizing its own seat-based revenue, and antagonizing users with a buggy, bloatware-filled operating system. The ship is massive, and momentum will carry it forward for years. But if Microsoft continues to sell an inferior, job-de...
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. Posts from this author will be added to your daily email digest and your homepage feed. Soon, some of TikTok’s biggest personalities are going to be launching new streaming series on Tubi. Today, Tubi and TikTok announced that they are w...
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. Posts from this author will be added to your daily email digest and your homepage feed. Soon, some of TikTok’s biggest personalities are going to be launching new streaming series on Tubi. Today, Tubi and TikTok announced that they are working together to launch a new Creatorverse Incubator that will help content creators produce long form original series for the Fox-owned streaming service. Once selected for the program, a group of Tiktokkers will work with Tubi to develop a variety of scripted and unscripted (think competition / dating / game shows) projects covering a number of different genres. In a statement about the initiative, Tubi said that it plans to announce its first cohort of participants some time later this summer. TikTok’s global head of entertainment partnerships Dawn Yang also stressed that the company sees the incubator as another way of “empowering creators on our platform and throughout their career journey.” ”Our creators have built deeply engaged audiences on TikTok, and our partnership with Tubi will give the next generation of entertainers more opportunities to expand their audiences, tell bigger stories, and turn their creativity into lasting impact,” Yang said. The Creatorverse Incubator sounds a bit like Tubi’s Stubios initiative, which gave up-and-coming filmmakers an opportunity to develop new streaming projects whose funding was contingent on hitting certain fan engagement metrics. While the Stubios program has featured social media stars, the Creatorverse Incubator seems like it’s going to be much more focused on directly capitalizing on its participants’ previous success on TikTok. That makes some sense in a media environment where more studios are beginning to invest in TikTok-inspired vertical videos. But Tubi’s emphasis on the incubator being meant for long form content...
After Six Nations, focus back on clubs with Saracens’ director of rugby saying ‘there’s everything to play for’ Remember the Prem? It’s been in hibernation almost as long as your tortoise. The last sighting of England’s elite men’s domestic league was on 24 January but now, finally, it is re-emerging from the shadows of the Six Nations , starting under the Friday night lights at the Rec where seco...
After Six Nations, focus back on clubs with Saracens’ director of rugby saying ‘there’s everything to play for’ Remember the Prem? It’s been in hibernation almost as long as your tortoise. The last sighting of England’s elite men’s domestic league was on 24 January but now, finally, it is re-emerging from the shadows of the Six Nations , starting under the Friday night lights at the Rec where second-placed Bath are hosting sixth-placed Saracens. It has certainly felt like a protracted hiatus, even if the lower-profile Prem Cup has taken up some slack. And with only eight regular season rounds remaining every would-be playoff contender has no choice but to hit the ground running. As Bath’s head coach, Johann van Graan, says: “It doesn’t really matter what you’ve done before. It’s about what you do going forward.” Which, up to a point, is true. The race to make the top four still has six realistic candidates separated by only 11 points. Given the lack of relegation in a 10-team-league, though, the organisers will be praying for a compelling run-in with Sale Sharks, Gloucester, Harlequins and Newcastle Red Bulls already trailing the rest of the peloton. The good news is that a spectacular Six Nations has raised rugby’s profile at just the right time. Next week is being billed as the Big Match Bonanza, with a triple-header of games scheduled for Villa Park, Cardiff’s Principality Stadium and Tottenham Hotspur Stadium. By then a few more battered England squad members should be back out on the field, including the national captain Maro Itoje and Jamie George. Reducing the number of fallow Six Nations weeks from two to one may have assisted the tournament’s momentum but, inevitably, there is a knock-on effect. Ben Spencer, though, is back to lead Bath just six days after playing for England in Paris and Scotland’s Finn Russell, too, is straight in at 10. Guy Pepper and Sam Underhill are on the bench, while Elliot Daly starts for Sarries. The two clubs, as it happens, are ...
primeimages/iStock via Getty Images The iShares National Muni Bond ETF ( MUB ) is in focus today as we dial in on an asset class that I find highly appealing in the current market climate. I believe municipal bonds will provide excellent risk-adjusted value to fixed-income investors during this period of global uncertainty. Municipal bond vehicles are available in abundance. However, I find the MU...
primeimages/iStock via Getty Images The iShares National Muni Bond ETF ( MUB ) is in focus today as we dial in on an asset class that I find highly appealing in the current market climate. I believe municipal bonds will provide excellent risk-adjusted value to fixed-income investors during this period of global uncertainty. Municipal bond vehicles are available in abundance. However, I find the MUB ETF particularly appealing. I last covered the vehicle in June 2025, where I assigned a bullish outlook on the basis of its risk-adjusted value versus corporate credit. Why I'm Bullish TEY Is Competing With Corporate Bond Yields I'm attracted to municipal bonds at this stage of the credit cycle due to their relative value attributes and moderate credit risk sensitivity. For example, MUB ETF has a tax-equivalent yield of ~5.37%, which is roughly 12 basis points higher than the aggregate yield on U.S. investment-grade corporate bonds. I find the phenomenon particularly impressive, given the fact that MUB ETF has 14.80 basis points in option-adjusted credit sensitivity, which is much lower than AAA corporate bonds' 43 basis points –low credit sensitivity is arguably suitable to the current market environment, given that perceived global economic risk has risen during a period of compressed credit spreads. Side note: As visible in figure 1, MUB ETF maintains investment-grade exposure with an emphasis on AA and AA. These ratings may change as time passes. In addition, MUB ETF has a duration of 6.41, which may differ from aggregate corporate bond durations. Figure 1 (iShares) Furthermore, MUB ETF possesses strong relative value properties compared to Treasury yields, echoed by its TEY of 5.37% being ~115 basis points higher than the U.S. 10-year yield , ~135 basis points higher than the U.S. 7-year yield, and 155 basis points higher than the 5-year yield. What's particularly impressive is that municipal TEYs are higher without on-boarding much credit risk. For example, MUB ETF ...