India lowered its forecast for this year’s monsoon, a blow to farmers who are already contending with higher input costs due to the Middle East conflict. Cumulative rains during the June-September period are likely to be 90% of the long-term average, M. Ravichandran, secretary at the Ministry of Earth Sciences, said during a news conference on Friday. The prediction carries a 4% margin of error. I...
India lowered its forecast for this year’s monsoon, a blow to farmers who are already contending with higher input costs due to the Middle East conflict. Cumulative rains during the June-September period are likely to be 90% of the long-term average, M. Ravichandran, secretary at the Ministry of Earth Sciences, said during a news conference on Friday. The prediction carries a 4% margin of error. In April, the weather bureau had predicted that rains would be at 92% of normal. The downturn is coming as a likely El Niño weather pattern is expected to reduce rainfall activity. The monsoon first reaches the nation’s southern tip around June 1 before moving northward to cover the entire subcontinent over the next four to six weeks. Hundreds of millions of farmers in India, one of the world’s largest producers of rice, sugar and cotton, depend heavily on the seasonal rains to irrigate their fields. The four-month season delivers the bulk of India’s annual rainfall and is crucial for replenishing groundwater reserves and sustaining agricultural activity. The planting period has just kicked off. Below-average rainfall has previously prompted authorities to curb outbound shipments of some agricultural commodities to safeguard domestic supplies. The government this month banned sugar exports through Sept. 30. Lower-than-normal rains may also force farmers to rely more heavily on diesel-powered irrigation pumps, lifting fuel demand at a time when the Iran war has already affected energy supplies. Crude oil has surged on supply disruptions and tighter flows through the Strait of Hormuz, a key transit route for Middle East exports. Domestic oil companies have already raised retail prices of gasoline and diesel this month.
Key Points Costco hopes that members will turn to its fuel stations for cheap gasoline. The company is also seeking refunds from Trump administration tariffs, but those funds won't directly help Costco's bottom line. 10 stocks we like better than Costco Wholesale › Rising fuel prices and the Iran war may be pushing more shoppers to Costco Wholesale (NASDAQ: COST), which reported better-than-expect...
Key Points Costco hopes that members will turn to its fuel stations for cheap gasoline. The company is also seeking refunds from Trump administration tariffs, but those funds won't directly help Costco's bottom line. 10 stocks we like better than Costco Wholesale › Rising fuel prices and the Iran war may be pushing more shoppers to Costco Wholesale (NASDAQ: COST), which reported better-than-expected revenue and earnings for the fiscal third quarter on May 28. Costco said the company saw "record-breaking" gas volumes near the end of the quarter as fuel prices climbed. The national average for gas is $4.42, up 25 cents per gallon in just a month and up from $3.16 a year ago, according to the American Automobile Association (AAA). Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » That bodes well for Costco in the long term -- particularly if gas prices remain elevated even after hostilities in the Middle East wane. But does it change the narrative for Costco stock this year? Stretching dollars drives loyalty Discount retailers and warehouse stores are generally good retail bets when people are worried about the economy. And there's plenty to be concerned about right now, when you also factor in higher prices from tariffs, inflation that remains high, and a slowing labor market. Costco uses the power of bulk purchasing and no-frills warehouses to offer lower prices to customers. Costco sells everything from bulk groceries to household goods, electronics, and some apparel. And it also sells gasoline -- which was a hot seller in the quarter as its members look to stretch their dollars. "The high consumer price sensitivity, which fueled these record volumes, also drove many members to use our gas stations for the very first time in the third quarter," CEO Ron Vachris told analysts in the company's earnings...
Hi, this is Andrea in Prague. Welcome to our weekly newsletter on what’s shaping economics and investments from the Baltic Sea to the Balkans. You can subscribe here . Euro or No Euro When Boris Vujcic becomes vice president of the European Central Bank on June 1, his appointment will showcase how his native Croatia is now very much the region’s leader when it comes to clout in the euro region. At...
Hi, this is Andrea in Prague. Welcome to our weekly newsletter on what’s shaping economics and investments from the Baltic Sea to the Balkans. You can subscribe here . Euro or No Euro When Boris Vujcic becomes vice president of the European Central Bank on June 1, his appointment will showcase how his native Croatia is now very much the region’s leader when it comes to clout in the euro region. At home in Zagreb, he will be replaced by Ante Zigman, as my colleague Jasmina Kuzmanovic reported exclusively this week . Zigman, too, is a europhile, while his wife serves as the head of Croatia’s ministry responsible for deploying European Union funds. Neighboring Hungary is also looking to catch up. Prime Minister Peter Magyar’s new administration is preparing a strategy to adopt the common currency, a big departure from predecessor Viktor Orban. Should that happen, Hungary would become the eighth country from the region to get the euro. Bulgaria was the latest, joining on Jan. 1 . But conspicuous by their absence from the growing list are the three biggest economies in the region. Polish Finance Minister Andrzej Domanski said this week there was no political support to join the euro anytime soon , as my colleague Agnieszka Barteczko reported from Warsaw. Keeping the zloty is working as the economy expands more quickly than the euro region and unemployment is lower, he said. Romania, meanwhile, is struggling to navigate its latest political crisis and find ways to rein in its budget deficit, let alone come up with a plan to join the euro. And the Czechs, dyed in the wool euroskeptics when it comes to their currency, won’t be dropping the koruna for years to come. In fact, Prime Minister Andrej Babis’s government is no longer going to prepare an annual report on the country’s readiness to meet the criteria. “We do not want the euro,” he said. “There is no reason for us to talk about it.” Around the Region Croatia: Banks face a potential hit if a ruling by the country’s Sup...
What Happened? A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflow...
What Happened? A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows. Snowflake surged 35%, its best single day ever, after reporting that AI accounts on its platform jumped from 9,100 to 13,600 in a single quarter, product revenue grew 34%, and full-year guidance was raised by $180 million. The read-through was immediate. ServiceNow gained 5%, Palantir rose nearly 6%, Oracle and Microsoft each added roughly 3%, and a broad wave lifted the iShares Expanded Tech-Software Sector ETF (IGV). The SaaSpocalypse thesis rested on a simple fear: that autonomous AI agents would replace per-seat software licences, hollowing out established SaaS business models. Snowflake's results inverted that logic directly. Instead of AI displacing its platform, AI drove more consumption of it. CFO Brian Robins described Cortex Code as creating a "step function change" in AI revenue potential, and said it was the single largest driver of the full-year guidance raise. Enterprises are not replacing data platforms with AI; they are using AI to generate more workloads that run on those same platforms. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Among others, the following stocks were impacted: Zooming In On GitLab (GTLB) GitLab’s shares are extremely volatile and have had 37 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 6 days ago when the stock gained 3.8% on the news that Treasury yields cooled and...
asbe/iStock via Getty Images The S&P 500 Technology sector gained more than 17% in April, and with one trading day left in May, it's currently up 12%. The last time the tech sector saw back-to-back 10%+ monthly gains was in March and April 2009, coming out of the financial crisis bear market. Before 2009, the sector only had back-to-back 10%+ monthly gains four other times: Nov/Dec 1998, Nov/Dec 1...
asbe/iStock via Getty Images The S&P 500 Technology sector gained more than 17% in April, and with one trading day left in May, it's currently up 12%. The last time the tech sector saw back-to-back 10%+ monthly gains was in March and April 2009, coming out of the financial crisis bear market. Before 2009, the sector only had back-to-back 10%+ monthly gains four other times: Nov/Dec 1998, Nov/Dec 1999, Oct/Nov 2001, and Oct/Nov 2002. Below is a look at where these huge two-month moves happened on a price chart for the sector going back to 1989: Original Post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.
While it seems like every retail investor on the planet is going to be fighting over SpaceX shares on initial public offering (IPO) day, I believe this is a classic wait-and-see. Further, aerospace suppliers might be a better way to profit from the SpaceX IPO craze than a direct investment in ...
While it seems like every retail investor on the planet is going to be fighting over SpaceX shares on initial public offering (IPO) day, I believe this is a classic wait-and-see. Further, aerospace suppliers might be a better way to profit from the SpaceX IPO craze than a direct investment in ...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Applied Materials (AMAT) is back in focus after beating quarterly earnings and revenue expectations and lifting its outlook as AI and data center demand intersects with fresh partnerships around advanced chip packaging and wafer cleaning. See our latest analysis for Applied Mater...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Applied Materials (AMAT) is back in focus after beating quarterly earnings and revenue expectations and lifting its outlook as AI and data center demand intersects with fresh partnerships around advanced chip packaging and wafer cleaning. See our latest analysis for Applied Materials. Those AI and data center partnerships with Broadcom and SCREEN sit against strong momentum in the stock, with a 30 day share price return of 17.99%, a 1 year total shareholder return of 184.03% and a 5 year total shareholder return of 243.91%. If you are watching how AI equipment suppliers are moving, it can be helpful to see what else is gaining attention across the sector. You can start with 47 AI infrastructure stocks With Applied Materials stock up strongly over multiple timeframes and trading about 13.7% below one analyst price target of US$511.17, the key question is whether there is still a buying opportunity here or if the market is already pricing in future growth. Most Popular Narrative: 131.7% Overvalued According to a widely followed narrative from user Unike, Applied Materials' fair value of $194.11 sits well below the last close at $449.68, framing a wide valuation gap that hinges on long term semiconductor demand. • Transition to 2nm and Beyond: Leading-edge semiconductor nodes (from TSMC, Intel, and Samsung) will require next-gen fabrication tools supplied by AMAT. • AI-Driven Semiconductor Demand: AI models need high-bandwidth memory (HBM) and more advanced logic chips, requiring AMAT’s process technology. Read the complete narrative. Read the complete narrative. Want to see how this narrative gets to its number? It leans on steady revenue compounding, firm margins, and a future earnings multiple that assumes continued equipment demand. The exact mix of growth and profitability forecasts may surprise you. Result: Fair Value of $194.11 (OVERVALUED) Hav...
As Micron stock trades near all-time highs, retail traders are hunting for dips to accumulate shares ahead of the company's third-quarter report next month. A man walks into an office building of Micron Technology, Inc. in Shanghai, China. (Photo by VCG/VCG via Getty Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loa...
As Micron stock trades near all-time highs, retail traders are hunting for dips to accumulate shares ahead of the company's third-quarter report next month. A man walks into an office building of Micron Technology, Inc. in Shanghai, China. (Photo by VCG/VCG via Getty Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Mizuho and D.A. Davidson raised their price targets on MU on Thursday. Anthropic named Micron as one of its “strategic infrastructure partners” while announcing a mega funding round. Stocktwits sentiment for MU was ‘bullish.’ Micron Technology Inc. shares rose 1% in overnight trading ahead of Friday after additional analysts raised their price targets amid the stock’s parabolic rally, alongside a fresh vote of confidence from Anthropic. Mizuho raised its price target on MU to $1,150 from $800, maintaining its ‘Buy’ rating, citing its expectation of robust memory demand well into next year. The target implies a 25% upside from the last close Read Next Loading... Loading... DRAM demand will be strong into 2027, the total addressable market for high-bandwidth memory is growing, and NAND demand is not slowing down, the research firm said in an investor note, adding that it recommends Micron as its top pick in the space. D.A. Davidson raised the target to $1,500 from $1,000, also keeping a ‘Buy’ rating. The level implies a 62% upside. However, analysts’ average price target on MU remains $674.23, or 27% below the stock’s last close. Micron achieved a market capitalization of $1 trillion for the first time earlier this week. At the analysts’ projected price, the market capitalization would be $760.4 billion. Meanwhile, Anthropic – now firmly being seen as the frontrunner in the AI space – named Micron as one of its “strategic infrastructure partners” on Wednesday. In a press statement announcing its $65 billion fundraising, Anth...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Recent performance snapshot Semiconductor Manufacturing International (SEHK:981) has drawn investor attention after a strong run in the stock, with a gain of 3.6% in the latest session and double digit returns over the past week and month. See our latest analysis for Semiconductor Man...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Recent performance snapshot Semiconductor Manufacturing International (SEHK:981) has drawn investor attention after a strong run in the stock, with a gain of 3.6% in the latest session and double digit returns over the past week and month. See our latest analysis for Semiconductor Manufacturing International. At a share price of HK$88.25, the stock’s recent 3.6% one day share price return feeds into a strong run, with a 30 day share price return of 33.61% and a 1 year total shareholder return of 113.16%. This indicates momentum has been building over both shorter and longer periods. If this kind of move has you looking beyond a single stock, it could be a good moment to scan other semiconductor related opportunities in AI infrastructure using our screener for 47 AI infrastructure stocks With Semiconductor Manufacturing International trading at HK$88.25, above the HK$79.99 analyst price target and following strong recent returns, investors may need to consider whether there is still a buying opportunity or whether the market has already priced in future growth. Most Popular Narrative: 18% Overvalued Against the current share price of HK$88.25, the most followed narrative points to a fair value of about HK$74.97, suggesting the recent rally has pushed the stock above that framework. The analysts have a consensus price target of HK$74.97 for Semiconductor Manufacturing International based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of HK$134.29, and the most bearish reporting a price target of just HK$25.05. Read the complete narrative. Want to see what kind of earnings ramp, margin profile, and valuation multiple are included in this view? The narrative relies on ambitious growth, richer profitability,...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Tesla stock snapshot after recent performance moves Tesla (TSLA) has attracted fresh attention after recent share price moves, prompting investors to reassess what the current numbers might say about the stock’s risk and return ...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Tesla stock snapshot after recent performance moves Tesla (TSLA) has attracted fresh attention after recent share price moves, prompting investors to reassess what the current numbers might say about the stock’s risk and return profile. See our latest analysis for Tesla. Recent gains, including a 17.57% 1 month share price return and a 9.84% 3 month share price return to around $442.10, contrast with a relatively muted year to date move. At the same time, a 5 year total shareholder return of 131.53% keeps the long term story in focus. If Tesla's recent share price strength has your attention, it can be useful to see what else is moving in related areas, starting with 35 robotics and automation stocks With the share price around $442.10 and recent returns running ahead of the year-to-date move, the key question is whether you are looking at an undervalued Tesla stock or one where markets already price in future growth. Most Popular Narrative: 24.8% Undervalued Against a last close of $442.10, the most followed narrative pegs Tesla's fair value at $588.18, which implies meaningful upside in that framework. Tesla’s business model is shifting from one-time car sales to AI-powered software and service-based recurring revenue models. If Tesla executes on these high-growth, high-margin opportunities, it could reach a multi-trillion-dollar valuation by 2035, making today’s sentiment-driven sell-off an attractive buying opportunity. Read the complete narrative. The valuation hinges on Tesla moving beyond vehicles into software, autonomy, energy, and robotics. The core assumptions rest on faster earnings growth, stronger margins, and a richer future profit multiple than many established automakers. The numbers behind that shift are what make this narrative so bold. Result: Fair Value of $588.18 (UNDERVALUED...
Earnings Call Insights: HealthEquity (HQY) Q1 fiscal 2027 Management View “Our first quarter results demonstrate disciplined execution against our mission and the strength of HealthEquity's financial model. We delivered higher profitability, expanded adjusted EBITDA margin to 46% and are raising our fiscal 2027 guidance.” (CEO, President & Director Scott Cutler) “That confidence is reflected in ou...
Earnings Call Insights: HealthEquity (HQY) Q1 fiscal 2027 Management View “Our first quarter results demonstrate disciplined execution against our mission and the strength of HealthEquity's financial model. We delivered higher profitability, expanded adjusted EBITDA margin to 46% and are raising our fiscal 2027 guidance.” (CEO, President & Director Scott Cutler) “That confidence is reflected in our raised fiscal 2027 guidance and disciplined capital allocation, including our decision to increase our share repurchase authorization by $1 billion.” (CEO, President & Director Cutler) Cutler highlighted operating metrics and engagement signals, including total HSA assets growing 19%, 172,000 new HSAs from sales (15% growth), total HSA growth of 8% vs. Devenir’s reported 6% for calendar year 2025, and mobile monthly active usage up 90% year-over-year. Cutler positioned marketplace as a growing engagement lever, stating marketplace is helping more than 10,000 members and that the company expanded into diagnostics and men’s health. “First quarter revenue increased 7% year-over-year. Service revenue was a record $122.9 million, up 3% year-over-year… Custodial revenue grew 11% to a record $174.3 million.” (CFO & Executive VP James Lucania) “This week, the Board increased our share repurchase authorization by $1 billion. We expect to remain an active buyer of our shares while the market continues to, in our opinion, undervalue our consistent revenue growth and margin expansion.” (CFO & Executive VP Lucania) Outlook “For fiscal 2027, we now expect revenue between $1.41 billion and $1.42 billion… GAAP net income of $242 million to $248 million or $2.88 to $2.95 per share; non-GAAP net income… $392 million to $398 million or $4.66 and $4.73 per share… Adjusted EBITDA between $625 million and $633 million.” (CFO & Executive VP Lucania) Lucania said the company expects average yield on HSA cash of approximately 3.85% during fiscal 2027 and described a forward treasury contract prog...
Earnings Call Insights: The Gap, Inc. (GAP) Q1 2026 Management View “Comparable sales increased 2%, marking our ninth consecutive quarter of positive comps,” and management said it “gained market share” while “outperformed our gross margin outlook,” with CEO Richard Dickson framing brand performance as “more varied” and adding, “we are taking a moderated view of full year revenue growth” while “ra...
Earnings Call Insights: The Gap, Inc. (GAP) Q1 2026 Management View “Comparable sales increased 2%, marking our ninth consecutive quarter of positive comps,” and management said it “gained market share” while “outperformed our gross margin outlook,” with CEO Richard Dickson framing brand performance as “more varied” and adding, “we are taking a moderated view of full year revenue growth” while “raising our outlook for earnings per share.” (CEO Richard Dickson) Old Navy comped up 1%, but Dickson said women’s dresses drove the shortfall: “we did not execute as effectively and as a result, customers did not respond to our assortment,” adding that early Q2 “women’s dress business continues to underperform our expectations.” (CEO Dickson) Gap was positioned as the standout, with Dickson highlighting “comp sales increased 10%,” “our third consecutive quarter of reduced discounting,” and initiatives including “remodel about 30 stores this year” and relaunching fragrance. (CEO Dickson) Banana Republic comped up 2% and announced a leadership change: “we announced the appointment of Donald Kohler as the new President and CEO of Banana Republic.” (CEO Dickson) Athleta was reiterated as a turnaround: “2026 is a rebuild year for Athleta,” and Dickson said clearing legacy product “is taking longer than anticipated and put pressure on sales.” (CEO Dickson) “We achieved our net sales goals, exceeded our gross margin expectations and continue to optimize our cost structure,” while updating the annual view to “slightly lower sales expectations” and “raising our earnings per share outlook.” (Executive VP & CFO Katrina O’Connell) Outlook Management updated FY2026 guidance to “full year net sales growth of 1% to 2%,” citing “a more tempered view of Old Navy’s performance,” while keeping “adjusted operating margin of 7.3% to 7.5%.” (CFO O’Connell) The company raised profitability expectations: “we are raising our outlook for full year adjusted EPS to $2.30 to $2.40.” (CFO O’Connell) Old ...
This interactive model has a limit on the number of drivers that can be modified in a single scenario. When the limit is reached those drivers not yet modified become disabled for modification. Your options are: Create new scenarios to try different combinations of driver modifications Reset one of your driver modifications in this scenario in order to modify another driver
This interactive model has a limit on the number of drivers that can be modified in a single scenario. When the limit is reached those drivers not yet modified become disabled for modification. Your options are: Create new scenarios to try different combinations of driver modifications Reset one of your driver modifications in this scenario in order to modify another driver
It's tempting to want to fill your portfolio with lots of growth stocks. The best do offer chances at astronomical returns -- but they can also be overvalued and just as likely to pull back as to advance. So consider including some blue chip stocks in your mix. A blue chip stock is one tied to a relatively stable, large, established company. blue chip stocks often pay dividends, which can be a big...
It's tempting to want to fill your portfolio with lots of growth stocks. The best do offer chances at astronomical returns -- but they can also be overvalued and just as likely to pull back as to advance. So consider including some blue chip stocks in your mix. A blue chip stock is one tied to a relatively stable, large, established company. blue chip stocks often pay dividends, which can be a big plus. While they may not grow as briskly as some growth stocks will, they can be less volatile. Actually, some blue chip stocks offer impressive growth, too! Here are three blue chip stocks to consider for your long-term portfolio. Each seems attractively priced as I write this, and will likely become even more so should the market pull back. 1. Microsoft Microsoft (MSFT +3.43%) is a great example of a blue chip stock that's also a growth stock. It offers the best of both worlds -- relative stability and a rapid growth rate. The company, with a recent market value topping $3 trillion, has seen its shares deliver average annual gains of 21% over the past 15 years. In 2026, though, it's down roughly 12% at recent prices. That drop has made its shares even more attractively priced, with a forward-looking price-to-earnings (P/E) ratio of 22, well below the five-year average around 30. As my colleague Keithen Drury has noted, the stock hasn't been this cheap since 2019. Expand NASDAQ : MSFT Microsoft Today's Change ( 3.43 %) $ 14.17 Current Price $ 426.84 Key Data Points Market Cap $3.1T Day's Range $ 412.75 - $ 429.47 52wk Range $ 356.28 - $ 555.45 Volume 2M Avg Vol 33.3M Gross Margin 68.31 % Dividend Yield 0.86 % Part of the problem is that some investors are questioning the degree to which big tech companies like Microsoft are plowing money into artificial intelligence (AI) investments. That's a valid concern -- its capital expenditures over the trailing 12 months are more than double the comparable amount from just two years ago. But keep in mind that the stock is already s...
Key Points Microsoft shares look significantly undervalued. Becton, Dickinson is a steady medical supply and device maker, with a growing dividend. Clorox is working on getting more efficient and will pay investors well to wait. These 10 stocks could mint the next wave of millionaires › It's tempting to want to fill your portfolio with lots of growth stocks. The best do offer chances at astronomic...
Key Points Microsoft shares look significantly undervalued. Becton, Dickinson is a steady medical supply and device maker, with a growing dividend. Clorox is working on getting more efficient and will pay investors well to wait. These 10 stocks could mint the next wave of millionaires › It's tempting to want to fill your portfolio with lots of growth stocks. The best do offer chances at astronomical returns -- but they can also be overvalued and just as likely to pull back as to advance. So consider including some blue chip stocks in your mix. A blue chip stock is one tied to a relatively stable, large, established company. blue chip stocks often pay dividends, which can be a big plus. While they may not grow as briskly as some growth stocks will, they can be less volatile. Actually, some blue chip stocks offer impressive growth, too! Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Here are three blue chip stocks to consider for your long-term portfolio. Each seems attractively priced as I write this, and will likely become even more so should the market pull back. 1. Microsoft Microsoft (NASDAQ: MSFT) is a great example of a blue chip stock that's also a growth stock. It offers the best of both worlds -- relative stability and a rapid growth rate. The company, with a recent market value topping $3 trillion, has seen its shares deliver average annual gains of 21% over the past 15 years. In 2026, though, it's down roughly 12% at recent prices. That drop has made its shares even more attractively priced, with a forward-looking price-to-earnings (P/E) ratio of 22, well below the five-year average around 30. As my colleague Keithen Drury has noted, the stock hasn't been this cheap since 2019. Part of the problem is that some investors are questioning the degree to which big tech companies like Microso...
WESCO ( WCC ) declares $0.50/share quarterly dividend , in line with previous. Forward yield 0.55% Payable June 30; for shareholders of record June 12; ex-div June 12. The company has now announced a dividend of $0.50 for two consecutive quarters. See WCC Dividend Scorecard, Yield Chart, & Dividend Growth. More on WESCO WESCO International, Inc. (WCC) Q1 2026 Earnings Call Transcript WESCO Interna...
WESCO ( WCC ) declares $0.50/share quarterly dividend , in line with previous. Forward yield 0.55% Payable June 30; for shareholders of record June 12; ex-div June 12. The company has now announced a dividend of $0.50 for two consecutive quarters. See WCC Dividend Scorecard, Yield Chart, & Dividend Growth. More on WESCO WESCO International, Inc. (WCC) Q1 2026 Earnings Call Transcript WESCO International, Inc. 2026 Q1 - Results - Earnings Call Presentation WESCO: Strong Fundamentals At A Reasonable Price WESCO signals higher 2026 outlook with $24.9B-$25.6B sales and $15-$17 EPS WESCO Q1 2026 Earnings Preview
Salesforce ( CRM ) declares $0.44/share quarterly dividend , in line with previous. Forward yield 1.0% Payable July 2; for shareholders of record June 11; ex-div June 11. The company has now announced a dividend of $0.44 for two consecutive quarters. See CRM Dividend Scorecard, Yield Chart, & Dividend Growth. More on Salesforce Salesforce, Inc. (CRM) Presents at Jefferies Software, Internet & AI C...
Salesforce ( CRM ) declares $0.44/share quarterly dividend , in line with previous. Forward yield 1.0% Payable July 2; for shareholders of record June 11; ex-div June 11. The company has now announced a dividend of $0.44 for two consecutive quarters. See CRM Dividend Scorecard, Yield Chart, & Dividend Growth. More on Salesforce Salesforce, Inc. (CRM) Presents at Jefferies Software, Internet & AI Conference Transcript Salesforce, Inc. 2027 Q1 - Results - Earnings Call Presentation Salesforce, Inc. (CRM) Q1 2027 Earnings Call Transcript Salesforce results show Agentforce starting to flex, but 2H remains 'show-me story': analysts Salesforce raises FY 2027 revenue guide to $45.9B-$46.2B while launching $25B accelerated share repurchase