Growth stocks are still driving the market higher. Each bullish step, however, pushes them closer to their eventual peak. And if it's macroeconomic weakness that trips them up, what starts out as a small stumble could turn into something far, far worse in a hurry. It wouldn't be wrong to think like a contrarian here, and start stepping into some defensive names that most people aren't thinking abo...
Growth stocks are still driving the market higher. Each bullish step, however, pushes them closer to their eventual peak. And if it's macroeconomic weakness that trips them up, what starts out as a small stumble could turn into something far, far worse in a hurry. It wouldn't be wrong to think like a contrarian here, and start stepping into some defensive names that most people aren't thinking about buying right now. To this end, if you've got some idle cash waiting to be put to work in your portfolio, here's a closer look at three high-yield dividend stocks to consider buying this month. In theory, higher interest rates work against real estate investment trusts -- or REITs -- like Realty Income (NYSE: O) . Not only do they raise the cost of buying, developing, and improving properties, but higher interest rates raise REITs' dividend yields to (risk-adjusted) market-based levels by lowering the price of the underlying ticker. That's why this stock has performed so poorly since early March; market-based interest rates on bonds and mortgages have been inching higher since then. Continue reading
The S&P 500 and Nasdaq Composite fell for the first time in 10 sessions on Wednesday. The S&P 500 fell 0.7%, while the Nasdaq dropped 0.9%. The Dow fell 617 points, or 1.2%. The big three indexes also snapped a streak of five sessions in which they all finished the day with closing highs.
The S&P 500 and Nasdaq Composite fell for the first time in 10 sessions on Wednesday. The S&P 500 fell 0.7%, while the Nasdaq dropped 0.9%. The Dow fell 617 points, or 1.2%. The big three indexes also snapped a streak of five sessions in which they all finished the day with closing highs.
neiu20001/iStock Editorial via Getty Images The Dallas Fed's trimmed mean PCE inflation index, meant to be a reliable indicator of underlying inflation trends, may be reflecting an overly optimistic view in its April reading, Dallas Fed President Lorie Logan said on Wednesday. The measure now stands at ~2.3% for the past year, close to the Federal Reserve's 2% target, and far better than the 3.3% ...
neiu20001/iStock Editorial via Getty Images The Dallas Fed's trimmed mean PCE inflation index, meant to be a reliable indicator of underlying inflation trends, may be reflecting an overly optimistic view in its April reading, Dallas Fed President Lorie Logan said on Wednesday. The measure now stands at ~2.3% for the past year, close to the Federal Reserve's 2% target, and far better than the 3.3% core PCE increase in April. "At the moment, however, my staff’s research cautions against putting too much stock in low readings of the trimmed mean," Logan said in opening remarks at an event at the University of Texas at El Paso. "A change in the mix of price increases and decreases is causing the trimmed mean to drop too many price increases. That can pull the trimmed mean below the underlying trend in inflation." Some other measures of underlying inflation are showing more elevated levels. The Cleveland Fed's median PCE inflation rate was 2.8% over the past year, and the New York Fed's multivariate core trend model moved above 3% this year, she said. "Putting together all these different analyses and ways of looking at the data, inflation appears to be trending toward the mid-2s — not all the way back to 2%," she said. As a result, Logan is not convinced that current monetary policy is restraining the economy. "I am increasingly concerned that higher interest rates could be necessary later this year to fully restore price stability and appropriately balance both sides of the Fed’s dual mandate," she said. More on the US Economy Energy Shock Looms, But Q2 GDP Still Looks Surprisingly Strong War And New Tariff Threat Strengthen The Dollar Monetary policy in good place and likely to stay there for some time: Fed's Michael Barr
The following companies are expected to report earnings prior to market open on 06/04/2026. Visit our Earnings Calendar for a full list of expected earnings releases.Ciena Corporation (CIEN)is reporting for the quarter ending April 30, 2026. The communications company's consensu
The following companies are expected to report earnings prior to market open on 06/04/2026. Visit our Earnings Calendar for a full list of expected earnings releases.Ciena Corporation (CIEN)is reporting for the quarter ending April 30, 2026. The communications company's consensu
Torsten Asmus/iStock via Getty Images By Kevin Flanagan and Maggie Lucier The rise in U.S. Treasury ((UST ) ) yields, specifically the ten-year note, since late February has captured the attention of global investors in a very visible fashion. Just a couple of weeks ago, headlines were blaring that the UST 10-year yield had reached its highest level since the beginning of 2025, leaving market part...
Torsten Asmus/iStock via Getty Images By Kevin Flanagan and Maggie Lucier The rise in U.S. Treasury ((UST ) ) yields, specifically the ten-year note, since late February has captured the attention of global investors in a very visible fashion. Just a couple of weeks ago, headlines were blaring that the UST 10-year yield had reached its highest level since the beginning of 2025, leaving market participants to wonder: What comes next? ‘What comes next?’ is actually a two-part question. The first aspect is determining whether the yield will rise further or has reached another peak and will begin to decline. Traditional and social media have been abuzz about the second aspect of the question, which centers on conjecture that the Trump Administration could implement a strategy to arrest further increases in - or ‘cap’ - the 10-year yield. However, before we address this part of the question, it’s important to look at the recent path of the UST 10-year yield and the reasons behind the movement. Figure 1: U.S. Treasury 10-Year Yield Source: St. Louis Fed, as of 5/29/26. Recent Perspective The 10-year Treasury yield has largely remained range-bound between 4.0% and 4.5% over the past three years, and we expect that trend to continue. While yields may overshoot or undershoot in the short term, they have consistently reverted to this range as markets react to changes in employment and inflation, the Treasury market’s primary drivers. Technical analysis currently still supports this range. Notably, the sharpest yield spikes have come when strong economic data coincided with concerns about Treasury supply. First, in October 2023, the 10-year peaked at 4.99%. This was due to continued inflation pressures, a solid labor market and increased Treasury auction sizes. A similar dynamic occurred in January 2025, when the 10-year peaked at 4.79%. There was solid payroll growth, along with expectations that fiscal policy could increase the budget deficit and, therefore, Treasury supply....
Short interest across the tech sector shows a clear divide, with heavily shorted positions concentrated in smaller, high-beta names, while large-cap leaders continue to see minimal bearish bets. Here’s a list of the 10 most shorted technology stocks (market cap above $2B) as of May: Wolfspeed, Inc. ( WOLF ): 57.26%SoundHound AI, Inc. ( SOUN ): 37.72%CleanSpark, Inc. ( CLSK ): 32.76%Ondas Inc. ( ON...
Short interest across the tech sector shows a clear divide, with heavily shorted positions concentrated in smaller, high-beta names, while large-cap leaders continue to see minimal bearish bets. Here’s a list of the 10 most shorted technology stocks (market cap above $2B) as of May: Wolfspeed, Inc. ( WOLF ): 57.26%SoundHound AI, Inc. ( SOUN ): 37.72%CleanSpark, Inc. ( CLSK ): 32.76%Ondas Inc. ( ONDS ): 30.83%UiPath, Inc. ( PATH ): 28.18%Applied Digital Corporation ( APLD ): 27.55%Bitdeer Technologies Group ( BTDR ): 27.06%BigBear.ai Holdings, Inc. ( BBAI ): 26.08%Quantum Computing Inc. ( QUBT ): 26.07%MARA Holdings, Inc. ( MARA ): 26.05% On the other end, the least shorted tech stocks (market cap above $2B) include: Ubiquiti Inc. ( UI ): 0.72%Apple Inc. ( AAPL ): 0.94%Microsoft Corporation ( MSFT ): 1.04%Broadcom Inc. ( AVGO ): 1.12%Keysight Technologies, Inc. ( KEYS ): 1.21%NVIDIA Corporation ( NVDA ): 1.23%Oracle Corporation ( ORCL ): 1.26%Amphenol Corporation ( APH ): 1.30%Cisco Systems, Inc. ( CSCO ): 1.50%TD SYNNEX Corporation ( SNX ): 1.60% Popular technology ETFs include the Technology Select Sector SPDR Fund ( XLK ), Vanguard Information Technology ETF ( VGT ), iShares U.S. Technology ETF ( IYW ), VanEck Semiconductor ETF ( SMH ), iShares Semiconductor ETF ( SOXX ), and the Invesco QQQ Trust ( QQQ ), which offer broad and thematic exposure to large-cap technology and semiconductor stocks More on Apple Apple Reaps AI Benefits Without Capex Burden (Rating Upgrade) Apple: We Don't Need No Engineering, We Don't Need No Fold-A-Phone Apple's AI Profit Explosion Apple’s MacBook Neo a silver lining, but PC market heading for 'turbulent' H2: IDC Apple announces first developer center in Europe ahead of WWDC
Yahoo Finance Senior Reporter Brooke DiPalma and Senior Business Reporter Ines Ferre join Josh Lipton on Market Domination to discuss Apple's (AAPL) new feature to split bills by taking a photo of a receipt.
Yahoo Finance Senior Reporter Brooke DiPalma and Senior Business Reporter Ines Ferre join Josh Lipton on Market Domination to discuss Apple's (AAPL) new feature to split bills by taking a photo of a receipt.
The court's repudiation of a lower court decision was only the latest case in which it has played a role in changing the congressional maps for Louisiana, Texas, Virginia, and California. (Image credit: Kent Nishimura)
The court's repudiation of a lower court decision was only the latest case in which it has played a role in changing the congressional maps for Louisiana, Texas, Virginia, and California. (Image credit: Kent Nishimura)
jetcityimage/iStock Editorial via Getty Images Last March, with a contrarian view, I turned bullish on Lennar Corporation ( LEN ). In hindsight, it may have paid well to side with the market, not be contrarian. Lennar stock has declined ~10% since then. Back then, I was impressed by Lennar's asset-light approach; I applauded the company for prioritizing volume growth over protecting margins, and I...
jetcityimage/iStock Editorial via Getty Images Last March, with a contrarian view, I turned bullish on Lennar Corporation ( LEN ). In hindsight, it may have paid well to side with the market, not be contrarian. Lennar stock has declined ~10% since then. Back then, I was impressed by Lennar's asset-light approach; I applauded the company for prioritizing volume growth over protecting margins, and I also thought housing affordability would notably improve by the end of this year. Although the market performance does not reflect this, Lennar's Q1 financial performance actually validated most of my bullish arguments. I still believe there is hidden value in Lennar today. Even more so compared to March because of the 10% decline in stock price since then. Berkshire Hathaway ( BRK.A ) scooped up ~3 million Lennar shares in Q1 as well, bringing its total stake to around 10 million shares. This gives me even more reason to believe that Lennar is indeed in deeply valued territory. Lennar's Struggles Are Mostly Macro-Related Asset-heavy homebuilders struggle when macro conditions turn unfavorable. This is because they act not just as construction companies that build homes but also as land speculators. Lennar is in the middle of a business transformation, but this business transformation is nowhere near complete. During this macro trough, therefore, Lennar will continue to struggle. This was evidenced when Lennar reported Q1 financials. The 30-year fixed mortgage rate has remained elevated in the past few years. Even on the back of rate cuts, the mortgage rate has remained range-bound since late 2023. Exhibit 1: 30-year fixed mortgage rate FRED When faced with high mortgage rates, asset-heavy homebuilders have to rely on rate buydowns to keep inventory moving. Lennar is no exception. Based on Q1 filings, Lennar is offering introductory rates of around 3%-4%. Q1 gross margins came in at 15.2% , which was close to the low end of the management's guidance. Lennar's pricing power...
German director says he recognises actor should have been better protected during filming of Wrong Move German director Wim Wenders has withdrawn from circulation his 1975 film Wrong Move, because of a scene featuring a child actor topless who was 13 years old at the time of filming. “Streaming, TV and distribution partners have been instructed to no longer make the film publicly accessible,” the ...
German director says he recognises actor should have been better protected during filming of Wrong Move German director Wim Wenders has withdrawn from circulation his 1975 film Wrong Move, because of a scene featuring a child actor topless who was 13 years old at the time of filming. “Streaming, TV and distribution partners have been instructed to no longer make the film publicly accessible,” the director said in a statement released on Wednesday. Continue reading...