Getty Images It is looking pretty grim on the geopolitical front after Iranian negotiators ended communications with the US on grounds that Israel is not abiding by the ceasefire agreement struck by President Trump. In fact, attacks have only escalated with Prime Minister Netanyahu ordering troops to advance further into Lebanon. This is starting to undermine the narrative that a quick resolution ...
Getty Images It is looking pretty grim on the geopolitical front after Iranian negotiators ended communications with the US on grounds that Israel is not abiding by the ceasefire agreement struck by President Trump. In fact, attacks have only escalated with Prime Minister Netanyahu ordering troops to advance further into Lebanon. This is starting to undermine the narrative that a quick resolution to the conflict will lower energy prices and bring the rate of inflation back to pre-war levels this summer. WTI crude spiked more than $4 yesterday, closing above $92, while Treasury yields rose across the curve with the 10-year briefly creeping back above 4.5%. Finviz I have been less sanguine about a “deal” than the consensus, because I see no way that Iran will agree to President Trump’s terms, which amount to a complete capitation by the regime. Nor do I think the President will agree to a deal that gives Iran any concessions, which they demand and would raise questions about why we went to war in the first place. This is a quagmire, and I think President Trump is feeling the heat, which is why he asserted yesterday afternoon that talks with Iran were now continuing, and that Israel and Hezbollah had agreed to stop attacking each other. These claims were summarily dismissed by all parties involved, which has become par for the course. Bloomberg The President’s statements are obviously to jawbone stocks, bonds, and oil in a more favorable direction, but the weight of his rhetoric on the markets is starting to wane. Up to this point, investors have been willing to look the other way, because of the remarkable earnings season, but the season is over. We still have a lot of AI euphoria in the air, as well as the SpaceX IPO next week, but the tug-of-war between the AI investment cycle and geopolitical and macroeconomic headwinds is bound to intensify if the conflict does not end soon. When oil prices and interest rates do rise sharply investors buy the only sector that seem...
Ten thousand dollars in Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) on May 27, 2025 was worth about $131,000 thirteen months later, and almost nobody you know actually held it the whole way. That is the punchline and the problem. The fund closed at $225.79 on May 26, 2026 against a $17.24 starting price on ... $10,000 in SOXL Became $131,000 in 13 Months, but Almost Nobody Held It
Ten thousand dollars in Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL) on May 27, 2025 was worth about $131,000 thirteen months later, and almost nobody you know actually held it the whole way. That is the punchline and the problem. The fund closed at $225.79 on May 26, 2026 against a $17.24 starting price on ... $10,000 in SOXL Became $131,000 in 13 Months, but Almost Nobody Held It
A screen of stocks with market capitalizations above $10B highlights some of the market’s most attractively valued companies relative to their sector peers. Notable names include Amcor ( AMCR ), Harmony Gold Mining ( HMY ), and International Paper ( IP ) , all of which carry solid valuation grades and appear attractively priced relative to their industry peers, making them noteworthy candidates fo...
A screen of stocks with market capitalizations above $10B highlights some of the market’s most attractively valued companies relative to their sector peers. Notable names include Amcor ( AMCR ), Harmony Gold Mining ( HMY ), and International Paper ( IP ) , all of which carry solid valuation grades and appear attractively priced relative to their industry peers, making them noteworthy candidates for value-oriented investors seeking opportunities in the materials sector. Seeking Alpha's valuation grade compares how expensive or cheap a stock is relative to others in its sector. It is based on a combination of valuation metrics such as P/E, PEG, EV/Sales, EV/EBITDA, EV/EBIT, Price/Sales, Price/Book, Price/Cash Flow, and dividend yield, using both current and forward estimates. Top undervalued materials stocks by valuation grade (market cap $10B and above): Amcor plc ( AMCR ): Valuation Grade A+ Harmony Gold Mining Company Limited ( HMY ): Valuation Grade A+ International Paper Company ( IP ): Valuation Grade A+ LyondellBasell Industries N.V. ( LYB ): Valuation Grade A+ Gold Fields Limited ( GFI ): Valuation Grade A Impala Platinum Holdings Limited ( IMPUY ): Valuation Grade A Lynas Rare Earths Limited ( LYSDY ): Valuation Grade A Smurfit Westrock Plc ( SW ): Valuation Grade A Sika AG ( SXYAY ): Valuation Grade A Vale S.A. ( VALE ): Valuation Grade A More on Amcor, International Paper, etc. Sika AG: Finding The Appeal Below 150 CHF Harmony Gold: A Quiet Pivot The Market Is Still Pricing As The Old Mode Harmony Gold: Cheap For A Reason Vale snaps six straight sessions of gains Westlake downgraded at Citi as PVC prices cool
Shortly after the opening bell, we will sell 40 shares of Broadcom at roughly $486. Following the trade, Jim Cramer's Charitable Trust will own 325 shares, decreasing its weighting to 3.75% from about 4.2%. Broadcom shares are up about 6% in pre-market trading on Tuesday, extending a run of new record highs, in reaction to Alphabet announcing an $80 billion equity raise on Monday to "fund investme...
Shortly after the opening bell, we will sell 40 shares of Broadcom at roughly $486. Following the trade, Jim Cramer's Charitable Trust will own 325 shares, decreasing its weighting to 3.75% from about 4.2%. Broadcom shares are up about 6% in pre-market trading on Tuesday, extending a run of new record highs, in reaction to Alphabet announcing an $80 billion equity raise on Monday to "fund investments in its world-class AI compute infrastructure to meet its unprecedented customer demand." This is great news for Broadcom, which powers Google Cloud by providing AI accelerators, known as tensor processing units (TPUs). Alphabet's willingness to tap the equity markets rather than the usual debt markets signals it will likely spend even more on AI investments next year. Alongside the capital raise, Alphabet reiterated its 2026 capex guidance of $180 billion to $190 billion. Broadcom's strong partnerships with Alphabet and several other major AI companies, including Meta Platforms , Anthropic, and OpenAI, should support a strong quarter and outlook when it reports earnings after the close on Wednesday. But due to our already outsized position in Broadcom and the solid run it has had into the print — up 38% since its last earnings report — we're electing to trim the position and realize a gain of more than 430% on stock purchased in September of 2023. (Jim Cramer's Charitable Trust is long AVGO. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE...
Luis Alvarez Stock index futures were lower after Wall Street scaled a record high on Monday as President Donald Trump downplayed concerns over Iran talks. Here are the four stocks to watch on the day: IBM ( IBM ) fell 3.8% in premarket trading on Tuesday even as Wedbush Securities raised its price target on the IT giant, citing “incremental positives” from artificial intelligence. The firm noted ...
Luis Alvarez Stock index futures were lower after Wall Street scaled a record high on Monday as President Donald Trump downplayed concerns over Iran talks. Here are the four stocks to watch on the day: IBM ( IBM ) fell 3.8% in premarket trading on Tuesday even as Wedbush Securities raised its price target on the IT giant, citing “incremental positives” from artificial intelligence. The firm noted that IBM continues to see solid momentum across its portfolio of AI, hybrid cloud, automation, and cybersecurity products, with customers seeking trusted, scalable, and compliant solutions for complex environments. Broadcom ( AVGO ) jumped about 6% in premarket trading after the company showcased its broadband Edge AI portfolio for smart homes and enterprises. The lineup of AI-ready broadband solutions includes a 50G Passive Optical Network gateway System-on-Chip, a comprehensive Wi-Fi 8 product family, and a joint 5G and Wi-Fi 8 fixed wireless access platform solution. Arm Holdings ( ARM ) slipped 0.59% in premarket trading despite CEO Rene Haas indicating the company may reach its $15 billion chip sales target earlier than expected due to stronger-than-forecast AI demand. In an interview with Bloomberg Television, Haas said he is “very confident” of attaining that goal by the previously stated end of the decade, with growing demand from an industry racing to build data centers and AI services potentially accelerating the timeline. HIVE Digital Technologies ( HIVE ) declined 1.05% to $4.71 in premarket trading after the cryptocurrency miner’s fiscal fourth-quarter bitcoin mining revenue fell short of analyst estimates. Bitcoin mining revenue dropped 23.9% from the prior quarter to $67.2 million, missing the Visible Alpha consensus of $74.31 million, driven by a roughly 27% decline in the average bitcoin price. More related stories Broadcom: Still A Buyer At 61x, But The Print Has To Be Flawless The Great Arm Holdings Misunderstanding HIVE Digital Technologies: From Bitcoin...
ElevenLabs sees Warsaw as its fastest-growing hub as the artificial intelligence voice company chases new customers in central and eastern Europe. Founded in 2022, ElevenLabs uses AI to create a variety of realistic voices. It’s currently headquartered in New York, but the business grew out of Poland and maintains strong links with its home country. Both co-founders, Chief Executive Officer Mati S...
ElevenLabs sees Warsaw as its fastest-growing hub as the artificial intelligence voice company chases new customers in central and eastern Europe. Founded in 2022, ElevenLabs uses AI to create a variety of realistic voices. It’s currently headquartered in New York, but the business grew out of Poland and maintains strong links with its home country. Both co-founders, Chief Executive Officer Mati Staniszewski and Piotr Dabkowski, are Polish. The privately-held company plans to increase its headcount in the Polish capital to more than 200 employees from 60 currently in the next 18 months, the CEO told reporters on Tuesday during the company’s two-day event held in Warsaw. ElevenLabs is also looking for another office space in the country. “We plan to invest here even more,” Staniszewski said. “Our hope is to seize a bigger chunk of this part of Europe.” The company’s event gathered more than 2,000 participants and was opened by Poland’s President Karol Nawrocki. The startup has recently raised $500 million in a round led by some of the world’s leading investors, including Sequoia Capital, Andreessen Horowitz and Iconiq. The firm, which was valued at $11 billion in the funding deal, plans to be ready for an initial public offering in two to three years, and considers a dual listing at the Warsaw Stock Exchange. More Deals In May, the company said it surpassed $500 million in annual recurring revenue - a gauge of forward-looking sales. It’s been on a roll, striking deals with global companies such as Deutsche Telekom AG , Boston Consulting Group and Revolut. In Poland, it works with LOT airlines, the country’s largest lender PKO Bank Polski SA and is in talks with media and telecommunications group Cyfrowy Polsat SA . Beyond selling to corporate clients, ElevenLabs is also offering its products to public institutions. It has signed agreements with five European governments, including the UK, Ukraine as well as Greece, and is in talks with five more, including a public e...
My top 10 things to watch Tuesday, June 2 1. Marvell Technology is flying over 20% this morning after Nvidia CEO Jensen Huang said at Computex that the networking supplier and custom AI chip designer could be the next trillion-dollar company. Marvell ended yesterday with a market cap of $192 billion. The stock is up over 150% in the past three months during the AI chip rally. 2. Nvidia invested $2...
My top 10 things to watch Tuesday, June 2 1. Marvell Technology is flying over 20% this morning after Nvidia CEO Jensen Huang said at Computex that the networking supplier and custom AI chip designer could be the next trillion-dollar company. Marvell ended yesterday with a market cap of $192 billion. The stock is up over 150% in the past three months during the AI chip rally. 2. Nvidia invested $2 billion into Marvell back in March, and the companies are working together on optics technology to replace more copper in data centers. We're seeing big moves in optical stocks. Lumentum up 7%. Coherent up 4.5%. Club name Corning is up 5%, and is the one to buy. 3. No quit in Club name Arm Holdings . Shares edged higher after CEO Rene Haas told Bloomberg News that he's hopeful Arm's new AGI CPU will reach its $15 billion sales target ahead of its initial 2031 target. "Demand has been stronger than we anticipated," Haas said. Securing sufficient manufacturing capacity is critical to reaching these ambitions. 4. Hewlett Packard Enterprise delivered a blowout, sending the stock up over 25%. The kind of quarter I would have expected next year. First Dell , now HPE. Demand for servers is red hot thanks to AI, but not just in the cloud. The traditional enterprise server business is booming as customers modernize infrastructure. HPE's acquisition of Juniper Networks, which closed last summer, is proving to be a good deal. Loop Capital upgraded it to buy from hold. Price target of $75, up from $23. 5. SK Hynix plans to double its wafer capacity over the next five years, according to the chairman of the South Korean memory giant's parent company. Soaring demand and tight supply have sent memory prices soaring and turned the memory group into a market-leading trade. Could SK Hynix's ambitions derail that? Not this morning, at least, with rival Micron higher. 6. Alphabet announced a surprising $80 billion equity offering to primarily fund its AI buildout. Berkshire Hathaway committed...
SlavkoSereda/iStock via Getty Images The market has been on a rampant bull run for the better part of the last month, despite rising consumer inflation , no permanent ceasefire in Iran, Hormuz traffic not expected to recover anytime soon and lagging consumer confidence . Anyone that tried to predict a top or a bottom has likely failed. In fact, active investors are living through one of the worst ...
SlavkoSereda/iStock via Getty Images The market has been on a rampant bull run for the better part of the last month, despite rising consumer inflation , no permanent ceasefire in Iran, Hormuz traffic not expected to recover anytime soon and lagging consumer confidence . Anyone that tried to predict a top or a bottom has likely failed. In fact, active investors are living through one of the worst periods in history, with only 25% of large-cap active equity mutual funds beating the S&P 500 ( SP500 ) YTD, the lowest reading since 2021 (and worse than during the 2008 crisis peak). Yet, I think opportunities abound. In times of euphoria and high volatility, I believe alpha is primarily generated by investors able to spot gaps in market narratives and entering selected trades based on those insights. Waiting for a “big reset” or trying to time the market is a big mistake. Today, I will discuss what some of these asymmetries might be today. The semiconductor narrative asymmetry: something has to break Take, for example, the current situation when it comes to semiconductors. I think there is a discrepancy between the valuation of NVIDIA Corporation ( NVDA ) and that of other semiconductor stocks that cannot last forever. As the table below outlines, Nvidia is trading at a discount against the majority of other semiconductor stocks, despite being still by far the market leader in AI chips and eclipsing all other players in revenue. Author's work The situation can only logically resolve in one of three ways: If semiconductors are overhyped, these stocks should return to valuations in line with the broader AI / Tech sector, or crash even further. If these valuations correctly reflect the future of the technology and increasing demand in compute, Nvidia will need to grow to a far richer valuation matching its peers. If the truth is in the middle, Nvidia should see its valuation increase while semiconductor stocks should see it declining to meet somewhere in the middle. A logic...
At about $170.68 a share, Arista Networks (ANET) is trading near its 52-week high, fueled by a surge in demand for AI networking infrastructure. The world's largest tech companies, including hyperscalers such as Microsoft (MSFT) and Meta Platforms (META), are spending hundreds of billions of dollars to build AI data centers. Arista's high-speed Ethernet switches and routers provide the networking ...
At about $170.68 a share, Arista Networks (ANET) is trading near its 52-week high, fueled by a surge in demand for AI networking infrastructure. The world's largest tech companies, including hyperscalers such as Microsoft (MSFT) and Meta Platforms (META), are spending hundreds of billions of dollars to build AI data centers. Arista's high-speed Ethernet switches and routers provide the networking fabric that enables massive clusters of AI GPUs to communicate efficiently at scale. The company rec
imv/E+ via Getty Images Rio Tinto ( RIO ) has continued to rally this year, up another 30% YTD, on the back of higher commodity prices and prime exposure to the energy transition and AI demand. While this has resulted in exceptional operational results for the company, it's not obvious to me where the next leg of commodity price increases come from. That's not to say the market can't stay tight an...
imv/E+ via Getty Images Rio Tinto ( RIO ) has continued to rally this year, up another 30% YTD, on the back of higher commodity prices and prime exposure to the energy transition and AI demand. While this has resulted in exceptional operational results for the company, it's not obvious to me where the next leg of commodity price increases come from. That's not to say the market can't stay tight and fundamentals can't remain supportive in the near-term. After ten years of covering this name, I am downgrading to hold on a valuation basis and look for a lower entry point before getting involved. Catching Up 10 Years Later It's been quite some time since I've taken a look at Rio Tinto. The last time I covered the company I wrote a piece signaling some caution into the back half of 2016 based upon iron ore fundamentals - Rio Tinto Will Likely Underperform . I was impressed by the company's operational position and competitive moat, but I had felt that with things turning in their core markets that they would underperform higher beta cyclicals at the time. Through the end of 2016, higher beta peer Vale ( VALE ) put up nearly 46% while RIO put up close to 23%. With that being said, Rio Tinto on its own was still a buy and I had maintained the rating. Here we are in 2026, 600% later for the stock, and a lot has changed. A Robust Commodity Price Backdrop RIO is a leading low-cost producer at scale in copper, the #1 integrated Western producer in aluminum, the #1 largest pipeline of Tier 1 options for lithium, and the #1 outright global iron ore producer. The iron ore and copper business lines have the highest EBITDA margins, at nearly double that of the combined profile of aluminum and lithium. I find that the below chart is very helpful in understanding the competitive, low-cost positioning of the company. It's worth noting that from an EBITDA perspective , 46% comes from iron ore, 31% comes from copper, and 23% comes from aluminum and lithium. Investor Presentation Source:...
JPSchrage/iStock via Getty Images Taylor Morrison Home Corporation ( TMHC ) is getting acquired by Berkshire Hathaway Inc. ( BRK.B ). The transaction strengthens Berkshire Hathaway’s presence in the housing sector with one of the largest U.S. homebuilders. At the same time, the deal is great news for Taylor Morrison shareholders, in my opinion – the cash offer materializes good value in a very tur...
JPSchrage/iStock via Getty Images Taylor Morrison Home Corporation ( TMHC ) is getting acquired by Berkshire Hathaway Inc. ( BRK.B ). The transaction strengthens Berkshire Hathaway’s presence in the housing sector with one of the largest U.S. homebuilders. At the same time, the deal is great news for Taylor Morrison shareholders, in my opinion – the cash offer materializes good value in a very turbulent housing market. The M&A announcement seems like a win-win for both the acquirer and the target. I initiated the stock at a Hold rating in my previous November 2023 article on the stock, titled “ Taylor Morrison: Earnings Deterioration Is Expected. ” The stock has since returned 57%, nearly on par with the S&P 500’s ( SP500 ) 69% return. TMHC stock now trades near Berkshire Hathaway's announced bid. Seeking Alpha Berkshire Hathaway's Buyout Is a Good Deal for Taylor Morrison Shareholders After weeks of private talks between the companies, Taylor Morrison and Berkshire Hathaway announced a major M&A deal on the 31 st of May. The homebuilder is getting acquired by the investment behemoth in a cash deal worth $6.8 billion, or $8.5 billion when accounting for Taylor Morrison’s net debt. For Taylor Morrison shareholders, the buyout's $72.5 per share cash consideration presents a fairly good 24% premium compared to the stock’s pre-announcement market price. The acquisition price also presents a 13% premium to Taylor Morrison’s current $64.1 book value per share. In my opinion, the transaction materializes good value to Taylor Morrison shareholders; homebuilder stocks currently trade at a 1.06 median P/B, implying that the transaction’s 1.13 P/B is fair. My DCF valuation also suggests that the deal provides Taylor Morrison shareholders with adequate value. The deal comes at an interesting point in time; after a challenging past couple of years, the housing market has been especially difficult for homebuilders in early 2026. Mortgage rates have remained high and have even ris...
Wirestock/iStock Editorial via Getty Images Boeing ( BA ) has been on a transformational journey the past several years, and the road back to positive free cash flow has been an arduous one. The company has had a solid start to the year, with KPIs trending the right way, yet the stock has languished, down 1% at the time of writing. While I think there are some very interesting things in the works ...
Wirestock/iStock Editorial via Getty Images Boeing ( BA ) has been on a transformational journey the past several years, and the road back to positive free cash flow has been an arduous one. The company has had a solid start to the year, with KPIs trending the right way, yet the stock has languished, down 1% at the time of writing. While I think there are some very interesting things in the works for Boeing right now, with several catalysts playing out in the next twelve months, I believe the stock is fairly valued and begin coverage at a hold. Business Profile Boeing is the leading manufacturer of commercial airplanes, ahead of both Airbus ( EADSF ) and Embraer ( EMBJ ). The company is also one of the largest defense contractors in the US. The company has three reportable segments: Commercial Airplanes, Defense, Space & Security, and Global Services. In terms of segment mix , 41.5% of revenue comes from commercial airplanes, 34.3% comes from Defense, Space & Security, while 24.2% comes from Global Services. Coming out of Q1, the mix by region is 27.7% Europe, 21.9% Asia, 8.4% Middle East, and other non-US is 4.8%. That leaves United States-based revenue to be 37.2%. Within the defense segment, the US versus international mix is much higher in terms of domestic revenue, as one might expect. The split there is 73%/27% domestic/international. The FAA and production caps are one of the most important parts of this story. Right now, the 737 line of commercial airplanes is being produced at a 42 per month rate. Just last week we received the news that the cap is being lifted to 47 per month. This coincides with the opening of the new production line at the Everett facility for the company in Washington State. Each line has a set number of airplanes that they are allowed to produce, as regulated by the FAA. There used to be a higher limit, but then Boeing had considerable quality issues and financial stress over the past several years, and it has been a slow walk back to ...
kynny/iStock via Getty Images Not so long back, the markets were wary about long-duration assumptions, and even AI trades were cooling visibly from September 2025 to March 2026. The market-wide drop in March potentially provided a pivot (like it has been providing in the past few corrections, notably April 2025) that led to another explosive rally, especially rewarding the AI infrastructure camp. ...
kynny/iStock via Getty Images Not so long back, the markets were wary about long-duration assumptions, and even AI trades were cooling visibly from September 2025 to March 2026. The market-wide drop in March potentially provided a pivot (like it has been providing in the past few corrections, notably April 2025) that led to another explosive rally, especially rewarding the AI infrastructure camp. The bigger question is that while several AI infrastructure trades are backed by real earnings revisions in the past 6 months, some of the narrative-based names do not have that cushion. This leg up since March could really be a collateral gain for several stocks that are not only fighting a high valuation now (like all of AI infrastructure potentially is) but also do not have the same degree of earnings cushion to sustain the rally. If the stagflation story continues to remain relevant, these narrative stocks could come under pressure, depending on the narrative strength and valuation disconnect. I believe that Navitas Semiconductor ( NVTS ) belongs to this narrative camp where valuations may have run ahead of sustainable multiples. The narrative here is compelling and genuinely exciting. The pivot to AI, energy infrastructure, and performance computing means Navitas is now positioned to gain from a shift to high-voltage (from silicon-based) infrastructure that is likely to drive upgrades in the segments. Navitas' gallium nitride (GaN) and high-voltage silicon carbide (SiC) are poised to gain from the power conversion demand of this transition, but this is not a deep moat. The field is crowded now, and several names like Infineon Technologies and even larger players like Texas Instruments are in the fray—some have deeper manufacturing capabilities and provide broader solutions. Early design wins and stickiness could help Navitas capture sufficient market space to make a compelling business case still. In short, the narrative is large enough. Navitas also has enough footpri...
Intuit ( INTU ) was trading lower after Goldman Sachs cut its recommendation on the stock to Sell from Neutral, citing fundamentals may get worse before they get better. Shares were 6.86% lower at $329.48 during pre-market trading on Tuesday. "Our primary concern is that Intuit is entering a period of heightened competition in tax. Much of this concern is already reflected in the stock, at down -4...
Intuit ( INTU ) was trading lower after Goldman Sachs cut its recommendation on the stock to Sell from Neutral, citing fundamentals may get worse before they get better. Shares were 6.86% lower at $329.48 during pre-market trading on Tuesday. "Our primary concern is that Intuit is entering a period of heightened competition in tax. Much of this concern is already reflected in the stock, at down -46% YTD vs. the S&P 500 +11%, and now trading at 19x GAAP EPS," said analysts Gabriela Borges, Noah Naparst, and Praachi Arora. The investment bank sees the following negative catalysts: new competition in product offerings and in go-to-market, Mailchimp growth to move down, doubt over achievement of long-term financial targets and Street estimates for the next 2 years. Goldman Sachs said Intuit does not believe that AI competition is impacting its market share today, and this is consistent with their industry conversations. The rating differs from the average sell-side analysts and Seeking Alpha authors rating of Buy. SA's Quant Rating system grades the stock as Hold. More on Intuit Intuit: Undervalued And An AI Leader Intuit: Sell-Off Has Reset The Setup, Time To Underwrite The Franchise Don't Miss This Rare Opportunity To Invest In Intuit Chip stocks lead Nasdaq's gainers this week; Intuit plunges most after Q3 print Susquehanna lowers price target on Intuit after FQ3 results
Felisha White, a 34-year-old T-Mobile US Inc. customer in New York, stays up late on Monday nights to see what the latest deal drops will be from her wireless provider. “I will be on my app at 12 o’clock the night before,” waiting for new T-Mobile Tuesday promotions to release, she said. She likes to snag vouchers for the branded merch and has collected a flashlight, hat and gloves. White arrived ...
Felisha White, a 34-year-old T-Mobile US Inc. customer in New York, stays up late on Monday nights to see what the latest deal drops will be from her wireless provider. “I will be on my app at 12 o’clock the night before,” waiting for new T-Mobile Tuesday promotions to release, she said. She likes to snag vouchers for the branded merch and has collected a flashlight, hat and gloves. White arrived at Grand Central Terminal on an April morning to decorate an L.L. Bean tote bag at a national parks-themed T-Mobile pop-up event. Under a bright, blue sky projected on the ceiling of a domed tent, she said of the cellular brand: “I’m gonna soak up whatever you guys got going on.” T-Mobile Tuesdays are just one manifestation of the second-largest US carrier’s distinctive marketing strategy that offers exclusive access and perks to customers that aren’t typically associated with wireless service. Unlike its peers, which have tended to focus on promoting the more technical details of their networks, T-Mobile has built a reputation as a lifestyle brand and nurtured an enthusiastic and loyal fan base along the way. The strategy has helped T-Mobile steadily gain more subscribers in a fierce competition with Verizon Communications Inc. and AT&T Inc. in recent years, and it’s made it an attractive target for German parent company Deutsche Telekom AG to consider fully subsuming. The signature loyalty program, which is available to all customers and doesn’t require an accumulation of status or points, celebrates its 10-year anniversary this month and plans a major refresh with new partnerships, freebies and discounts available through the T-Life app. For the first time in the program, people can enjoy free drinks on Delta flights, a T-Pain performance in New York and Shell gas for $1.99 per gallon in some locations — around the price it was when T-Mobile Tuesdays launched. Among the program’s all-time most popular giveaways are Popeyes chicken sandwiches, Wendy’s burgers and spicy ch...