Nigeria’s economic growth rate eased in the first quarter as a slowdown in the oil sector offset gains in the in the non-oil sector. Gross domestic product expanded an annual 3.89% in the three months through March, compared with growth of 4.07% in the previous quarter, data released by the Abuja-based National Bureau of Statistics on Monday shows. That was less than the 4% median estimate of three economists in a Bloomberg survey.

Key Points Chevron CEO Mike Wirth recently compared the current oil market to that of the 1970s. High oil prices could easily cause a global recession, with particular headwinds for countries deeply reliant on Middle East oil. 10 stocks we like better than Tapestry › The oil shortages in the 1970s were terrible, predominantly caused by Middle Eastern countries curtailing deliveries to the United States. It was an ugly time, with gasoline lines and high energy prices (for the time period). Chevron (NYSE: CVX) CEO Mike Wirth just described the current energy market as similar to the one in the 1970s. That could be a big problem for retailers. Tipping the economy in the wrong direction To be fair, the United States isn't as reliant on Middle Eastern oil today as it was in the 1970s. So the direct impact on the U.S. market won't be the same. However, countries like Japan, which import a lot of oil from the Middle East, could see a 1970s-style hit, including gasoline lines, if supply disruptions from the ongoing geopolitical conflict in the region continue. But the United States can't entirely avoid the impact, since oil is a commodity. There are fears that high energy prices alone could push the United States and the world into a recession. 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's not unreasonable, noting that retailers like Dollar Tree (NASDAQ: DLTR) and Walmart (NASDAQ: WMT) are already benefiting from wealthier customers trading down to lower-price stores. For example, Dollar Tree's sales rose 9% in the fiscal fourth quarter, with same-store sales increasing 5%. By comparison, Target (NYSE: TGT), which is positioned to offer a higher-quality shopping experience, just ended a year-long stretch of weak performance, marked by falling same-store sales. While first-quarter 2026 same-store ...

格隆汇5月25日｜多伦多股票指数盘中创历史新高，突破上周五峰值。

格隆汇5月25日｜5月份以来，受优质鸡苗稀缺、禽肉消费持续向好影响，白羽鸡养殖行业高景气持续。山东菏泽白羽肉鸡养殖户李先生对财联社记者表示，目前一只鸡的养殖利润在2元以上，属于近几年的较好水平；鸡苗方面，目前益生股份父母代鸡苗报价66元/套，商品代鸡苗报价4.1元/羽，均为年内高点。多位业内人士看好后市行情，益生股份总裁林杰告诉财联社记者，祖代种鸡的减少影响14个月以后商品代鸡苗的供给，预计2026年下半年优质商品代鸡苗供给较上半年偏紧，价格较好。同时，有业内人士建议适度控制产能，不要让“白鸡卖白菜价”行情重演。

高技术产业实际使用外资占40.4%。 绝大多数的外资企业仍然选择深耕中国，持续扩大投资。 中国商务部近日公布的数据显示，2025年，8000多家外资企业增加对华投资，同比增长超过10%；2026年前4个月，已有3000余家外资企业追加投资。近三年，中国存量外资企业数量逐年上升，已超过53万家，存量外资已超过3.6万亿美元。 存量外资企业数量逐年上升 2025年7月，国家发展改革委等部门发布《关于实施鼓励外商投资企业境内再投资若干措施的通知》，提出12条鼓励外商投资企业境内再投资的措施，以更大力度吸引和利用外资。叠加中国本身的超大市场、供应链以及人才优势，这也为存量外资持续加码在华本土化提供了更强动力。 与此同时，前4个月全国新设立外商投资企业20113家，同比增长6.8%；实际使用外资金额2876.9亿元人民币，同比下降10.3%。 对于中国实际使用外资金额同比仍呈现下降趋势，既需要结合吸引外资的结构优化来看，也需要放在全球和历史的范围内观察。 上海社会科学院经济研究所副所长、研究员詹宇波对第一财经表示，近年来，外资在华投资的显著特征是，新设外资企业数量上升较快，但实际利用外资金额下降。这是综合因素所致。一方面，新设企业数量多、体量较小；另一方面，存量外资在调整。存量外资受产业领域不符合发展趋势所限，同时也面临国内企业竞争，追加投资可能更加谨慎。 詹宇波称，我国吸引外资在2022年达到历史顶峰，2023-2025连续回落。比较而言，2025年的外资总量仍处在高位，显著高于2010年前。目前，中国吸引外资占全球比重约12%，保持全球第二大外资流入国地位。 商务部数据显示，从行业看，制造业实际使用外资788.8亿元，服务业实际使用外资2041.5亿元。高技术产业实际使用外资1163.3亿元，同比增长20.3%，占全国实际使用外资的40.4%，较去年同期提升10.3个百分点。其中，研发与设计服务、计算机及办公设备制造业、电子及通信设备制造业实际使用外资分别增长108.4%、22.9%、20.2%。 这与越来越多的外资选择把全球研发中心设在中国的趋势一致。 在詹宇波看来，高技术产业实际使用外资占比超40%为历史最高水平，这表明我国吸引外资的结构正在持续优化。这一情况与我国经济产业转型升级保持同步，说明外资如果要分享未来中国经济高质量增长的红利就必须跟上这一步伐。随着中国产业...

Futures, Global Stocks Soar To All Time High, Oil Plunges On Endless "Iran Deal" Drumbeat US equity futures jumped and global stocks rose to record highs as crude oil fell after officials signaled - once again - that the US was nearing a deal with Iran to reopen the Strait of Hormuz and restore oil flows. The dollar weakened while precious metals and crypto bounced from Friday's drop. While the US and Iran closed in on a deal, Trump said he won’t “rush” into an agreement. The deal is still a work in progress and the US is going to give diplomacy every chance to succeed, Secretary of State Marco Rubio said. S&P 500 futures squeezed higher by 0.9%, in line with Goldman expectations , while Nasdaq futs were up 1.3%, both printing in record territory as the market just can't get enough of news that "a deal is imminent." US cash markets are shut Monday for the Memorial Day holiday. The dollar retreated against all of its Group-of-10 peers. Crude oil slumps more than 5%: WTI crude futures fall to around $91 and Brent contracts drop below $98 a barrel. Aussie tops G-10 leaderboard; euro and pound both add about 0.3%. Nikkei surges more than 3% as Japanese equities hit record highs, and Taiex also jumps about 3%. Mainland China indexes are all in the green. Hong Kong and South Korea are closed for holidays. T-note futures jump 20/32 to near 109-28. Australian curve bull flattens with 10-year yield down 5 bps. JGB futures rally as Japan’s long-end yields slide. Gold rises more than $50 to near $4,560 and silver surges 3%.In short: global euphoria. Consistent The MSCI All Country World Index, the broadest measure of global equities, rose 0.4% to an all-time high closing level. Europe’s benchmark Stoxx 600 gained for a sixth straight session to the highest intraday level since the outbreak of the Iran war. Trading volumes were light, with a number of markets including the UK, Norway and Denmark closed for holidays. Brent tumbled almost 6% to below $100 a barrel amid optimism a...

APP260605P00507500 互動股市圖表 | APP Jun 2026 507.500 put 股市 Yahoo 財經

格隆汇5月25日｜俄罗斯外交部：敦促外国公民撤离基辅，称开始对基辅的乌克兰防务工业设施进行一系列打击。打击行动将同时针对决策中心和指挥哨所实施。

格隆汇5月25日｜多伦多证券交易所S&P/TSX综合指数（.GSPTSE）开盘上涨164.45点，涨幅0.48%，报34635.81点。

Quant rankings for the upcoming earnings calendar highlight a busy reporting week, with several Canadian banks scheduled to release results this week. A total of seven banks are set to report. Here are the upcoming earnings stocks to check out, ranked by Quant: National Bank of Canada ( NTIOF ), Quant Rating : 4.76. Royal Bank of Canada ( RY ), Quant Rating : 4.67. Bank of Montreal ( BMO ), Quant Rating : 4.66. Bank of Nova Scotia ( BNS ), Quant Rating : 4.59. Toronto-Dominion Bank ( TD ), Quant Rating : 3.40. Canadian Imperial Bank of Commerce ( CM ), Quant Rating : 3.40. More on National Bank of Canada, Royal Bank of Canada, etc. National Bank of Canada (NA:CA) Shareholder/Analyst Call Transcript The Toronto-Dominion Bank (TD:CA) Shareholder/Analyst Call Transcript Canadian Imperial Bank of Commerce (CM:CA) Shareholder/Analyst Call Transcript Earnings week ahead: ZS, CRM, SNOW, DELL, ZS, XPEV, LI, and more BMO announces May distributions for certain BMO ETFs and ETF Series of BMO Mutual Funds

周一早盘，美国政府与伊朗就重启霍尔木兹海峡航运、结束中东冲突展开谈判，国际油价应声下跌。 截至周一早盘，北美基准西德克萨斯轻质原油期货一度下跌超6.1%，报90.68美元/桶；全球基准布伦特原油期货同样下跌6.1%，报价97.22美元/桶。 油价回落带动美国成品油零售价小幅下调。美国汽车协会数据显示，周一普通汽油均价超每加仑4.5美元，较周日、一周前均微降不足1美分。 柴油价格较一周前下跌超3美分，均价跌破每加仑5.6美元。 尽管油价处于高位，该机构上周预估，阵亡将士纪念日周末自驾出行人数将突破3900万，创下历史新高。 美国汽车协会发言人 Tiffany Wright 表示：“出行规模再创纪录，但同比增幅创下十余年来最低水平。出行需求依旧旺盛，不过高油价与持续通胀，或将促使民众缩短行程、延后出行计划，或是选择短途出游。” 多家媒体周日消息显示，美伊双方官员正磋商停战协议条款。 上月伊朗军方限制霍尔木兹海峡通航，这条航道承担全球近五分之一的石油运输量，美方随即出动海军封锁伊朗港口。此举震动全球能源市场，美以联军对伊朗发起打击前夕，美国汽油均价尚不足3美元，此后油价大幅飙升。 美国中央司令部周六称，封锁行动期间，美方已调整海峡内100艘船只的航行路线。 特朗普周一表态，美伊谈判最终要么达成一份实质性协议，要么谈判无果告终。 Gas Buddy 石油分析负责人 Patrick De Haan 周日在社交媒体发文称，在正式签署协议、大量船舶恢复通航前，美国汽油均价大概率将持续高于每加仑4美元。 霍尔木兹海峡监测网站数据显示，过去24小时仅有两艘船舶通行，远低于战前日均60艘的通航水平。 De Haan 补充道：只有市场信心恢复、航运往来重回常态，油价才会大幅回落。 责任编辑：陈钰嘉

财联社5月25日讯（记者 肖良华） “五月初出栏的一批鸡，棚前价格3.72元/斤，一只鸡利润接近3元钱，属于这几年比较好的情况了。”菏泽白羽肉鸡养殖户李先生对财联社记者表示，身边合同鸡养殖户盈利情况差一点，但是也在2元以上。 而生猪价格今年以来却持续下行。公开信息显示，截至2026年5月25日，全国外三元生猪收购均价为约9.59元/公斤，较年内低点有所上涨，但仍远远低于成本线，处于至暗时刻的生猪从业者尚未见到光明。养殖行业有“一猪压百禽”通俗说法，2026年，为何会出现生猪低迷，白羽肉鸡表现尚可的局面？ 对此， 益生股份 （002458.SZ）总裁林杰对财联社记者表示，猪肉和鸡肉价格有相关性，但也受各自供需关系的影响。与猪肉消费相比，白鸡消费仍处于增量市场，需求的增加带动了毛鸡和鸡苗价格的上涨。“今年以来，无论是父母代鸡苗还是商品代鸡苗价格都逐月上涨。当前公司父母代鸡苗订单已排到7月份，商品代鸡苗订单排到7月中旬。” 布瑞克农业大数据研究总监林国发重点提到了海外市场对白羽鸡的提振作用。“日本人喜欢吃鸡腿，欧美人喜欢吃鸡胸肉，中国人喜欢吃鸡翅、鸡爪等副产品，白羽鸡消费全球互补性强，这几年中国白羽鸡企业积极拓展海外市场，有效的消化新增产能，保证了行业的盈利能力。同期，猪肉消费一直处于下行状态，供给端集团化占比太高，产能难以退出，供应过剩的局面无法短期内改变，因此今年鸡猪走势出现了分化。” 财联社记者采访获悉，因海外市场需求较为旺盛，产品售价和毛利更高， 圣农发展 （002299.SZ）、 仙坛股份 （002746.SZ）、 春雪食品 （605567.SH）等白羽鸡生产企业均在积极开拓海外市场。仙坛股份相关负责人表示，公司已在中国香港注册成立仙坛国际有限公司，积极开拓海外市场。春雪食品相关负责人对财联社记者表示，公司产品在日本有较高市占率，当前欧洲市场增速较快。 白鸡突破生猪“桎梏” 近日，益生股份、 民和股份 （002234.SZ）、仙坛股份、圣农发展等国内主要白羽肉鸡企业陆续发布4月销售情况简报，数据显示，行业整体呈现销量、收入、价格同比增长的态势，上游鸡苗与下游鸡肉产品同步回暖。 自2025年四季度至5月上旬，山东地区部分屠宰项目投产，而肉鸡养殖环节暂无新增产能，使得毛鸡收购环节整体呈供不应求状态，加之屠宰企业整体盈利，进一步支撑屠宰企业收购积极性，使得毛鸡价格相对...

行业船舶追踪数据显示，全球最大炼油综合体运营方印度信实工业4月日均进口俄罗斯原油21.78万桶，环比降幅37.9%。 在美国临时放宽限制、助力稳定国际油价后，信实工业时隔七年于4月再度进口伊朗原油。 数据显示， 俄油 占该企业4月原油总进口量的16.7%，较上月26.3%有所下滑。 责任编辑：陈钰嘉

Africa’s biggest stock-exchange operator is working to tighten oversight of how brokers and trading firms access the bourse to lessen the risk of rogue algorithms and trading errors that could disrupt the market. JSE Ltd. now wants trading-service providers such as brokers to directly control and monitor market access to help prevent disruptive trades, it said in proposed changes to its rules and directives issued Monday. The Johannesburg-based company first published the proposals in March 2024. After submitting them to the Financial Sector Conduct Authority, the JSE now plans to elevate key controls over algorithmic and direct-market-access trading from technical directives into its formal rulebook following feedback from the regulator. This would strengthen the exchange’s oversight powers. The changes bring the JSE closer into line with post-financial-crisis global standards for algorithmic and DMA trading, reflecting controls already used in US and European markets. Brokers will remain responsible for the oversight of these controls even if third-party vendors are involved in their design or maintenance, the JSE said. JSE members have 10 days to lodge objections, following which the amendments will go to the FSCA for approval. The notice doesn’t specify an implementation date. Sign up here for the daily Next Africa newsletter and subscribe to the Next Africa podcast on Apple , Spotify or anywhere you listen .

The Vanguard Dividend Appreciation Index Fund ETF Shares (NYSEARCA:VIG) is having a quieter year than its big-cap dividend-growth reputation suggests, with shares around $229 and a 5% year-to-date gain trailing the broader market. The 12-month picture is stronger at almost 17%, but the recent flattening tells you something important: VIG’s dividend-growth playbook is being squeezed ... VIG Investors: Watch the 10-Year Treasury Yield This Week—4.75% Is the Danger Line

财联社5月25日讯（记者 郭子硕） 5月22日，证监会等八部门联合印发《综合整治非法跨境 证券 期货 基金经营活动实施方案》（下称《整治方案》），关于存量违规跨境券商的“大限”终于一锤定音。方案明确，将在两年整治期内全面清退存量业务。 而据 中信证券 测算，全市场受影响存量资产规模预计约2000亿至2500亿港元。监管也划定了这笔资金的“转场地”——那就是港股通、QDII、跨境理财通。 多位受访的 银行 及理财人士向财联社记者表示，从长远看这对行业无疑是重大利好。存量投资者将不得不向港股通、QDII及跨境理财通等官方渠道迁移，这将为持牌机构带来持续的增量资金与客户沉淀。但考虑额度限制等因素，当前完全承接相关需求或有一定难度。 “QDII最大的问题在于获批资格和额度。”一位理财人士则向记者坦言，“额度太紧张了，很多基金公司早就把分到的额度用完了。我们做QDII和全球配置的产品，很多买公募基金，但就算是公募基金自己，额度也不够用。由于额度紧张，即便是头部基金公司旗下QDII产品也普遍处于限购状态。 国家外汇管理局数据显示，截至2026年3月31日，QDII投资额度共计1761.69亿美元。 一位外资银行人士对财联社记者表示，理论上跨境理财通有望承接一部分境内投资者境外投资的需求，但据现行规定，跨境理财通（南向通）仅面向 粤港澳大湾区 内地九市的居民开放。 “如果江浙沪这些高净值人群聚集地能开试点，吸引力会非常强。但目前理财通3.0还没有新进展。”上述外资行人士补充道。在地理围栏尚未打破之前，跨境理财通作为承接全国性资金溢出需求的“池子”，可能难以满足全国性需求。 财联社记者注意到，当前南向通的最新要求为，投资者的资产或者收入满足以下任一条件即可：最近3个月家庭金融净资产不低于100万元人民币、或金融资产不低于200万元人民币、或近3年本人年均收入不低于40万元人民币。 “也就是说，就算江浙沪开了试点，小资金也还是进不去。”上述外资行人士补充道。

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Alibaba (BABA). Alibaba currently has an average brokerage recommendation (ABR) of 1.41, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 27 brokerage firms. An ABR of 1.41 approximates between Strong Buy and Buy. Of the 27 recommendations that derive the current ABR, 22 are Strong Buy and one is Buy. Strong Buy and Buy respectively account for 81.5% and 3.7% of all recommendations. Brokerage Recommendation Trends for BABA Broker Rating Breakdown Chart for BABA Check price target & stock forecast for Alibaba here>>> While the ABR calls for buying Alibaba, it may not be wise to make an investment decision solely based on this information. Several studies have shown limited to no success of brokerage recommendations in guiding investors to pick stocks with the best price increase potential. Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations. This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements. With an impressive externally audited track record, ...

This morning a "Potential Dividend Run Alert" went out for Cohen & Steers Quality Income Realty Fund (NYSE: RQI), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway? This is an interesting concept which we first learned about at a past ValueForum conference. And to best explain the concept, we need to start with the expected behavior of a stock on its ex-dividend date. For anyone unfamiliar with the term, the ex-dividend date marks the trading day when any buyer of the stock is no longer entitled to the referenced dividend — in other words, to be eligible to receive the dividend in question, one would have had to purchase their shares before the ex-dividend date. All else equal, the stock price would be expected to drop by the dividend amount on that ex-date (remember, that's "all else equal" and naturally other factors will drive stocks higher/lower on any given day). But think about it: if a buyer is entitled to a 0.09 dividend before ex-date, but no longer entitled to that amount on or after ex-date, then this drop makes perfect sense! Because if the shares didn't drop by that same 0.09 the next day, then effectively, buyers would effectively be paying 0.09 more for the same share of stock. But now think about this: if a stock is expected to drop by the dividend amount (all else equal) on ex-date, then in turn, shouldn't that stock be expected to rise sometime ahead of a dividend? After all, if a dividend-paying stock didn't ever rise and only fell on each and every ex-date, then eventually after enough dividend payments those shares would have fallen to zero. And that wouldn't make any sense for a company continually earning money and paying dividends. So indeed, "sometime" before a given dividend, there should be sort of a built-in "pressure" for a stock to gradually rise in expectation of that next cash dividend... in other word...

There's a clear "disconnect" happening in the US economy right now. And most investors are on the wrong side of it. Funny thing about it is, it's pretty obvious. We hear about both sides of it in the news daily, but few people truly see it for what it is. And the 10.5% dividend we're going to discuss today is the perfect play on this misconception. The first part of our opportunity? Consumer sentiment, which I'm sure you've heard is in the tank: Here's the University of Michigan consumer-sentiment survey over the last 50 years. At the right side of this chart we see that the current level is the lowest it's been in all of that time. In other words, Americans today feel worse about the economy than they've felt in a couple of generations, more or less. Which is where the other side of our disconnect comes in: In the last year alone, the S&P 500 has returned 25%. That, of course, is good news for those of us who own stocks, but keep in mind that stocks do return around 10% per year including dividends, on average, so this strong gain clearly shows the value of buying for the long term and being patient. But the disconnect between stocks' brilliant performance and lousy sentiment raises another question: Are we headed for a correction? That's not what we see in the data. Not even close. As you can see above, S&P 500 firms booked year-over-year gains north of 11% in Q1. That's the highest since 2022, and it's historically very high indeed. Note also that sales growth has been accelerating for years. That's in part due to businesses benefitting from the AI boom. Whatever feelings we may each have about AI, there's no denying the fact that the AI buildout is benefitting utilities, energy, infrastructure, construction, transport, retail and other industries. That's showing up in US companies' bottom lines--even those of some of the riskiest firms out there. In the speculative credit market, we're seeing default rates fall significantly. Most crucially, they're falling fast...

Mastercard is in an elite club. Among S&P 500 components, only Nvidia and Apple shares have performed better over the two-decade span since the card company’s IPO.

B4LLS/iStock via Getty Images TE Connectivity plc ( TEL ) is an American-Irish-domiciled technology company that designs and manufactures electrical and electronic components. Founded in 1941, TE Connectivity is now a $60 billion (by market cap) connector powerhouse employing 80,000 people. TE Connectivity became an independent entity in 2007 after its former parent, Tyco International, split into three companies (one of which became TE Connectivity). TE Connectivity has two operating segments: Transportation Solutions, 54% of FY 2025 revenue; and Industrial Solutions, 46%. In Transportation Solutions, the company largely supplies the automotive industry with a range of critical components, including connectors, relays, and sensors. In Industrial Solutions, the company provides a variety of industries and end markets (such as aerospace, data centers, and the electrical grid) with products that connect and distribute power (such as cabling, connector systems, heat shrink tubing, and terminals). That latter part of TE Connectivity is particularly interesting and relevant right now, as the company is providing the right products to the right industries at the right time. We’re talking about components and systems for high-speed data transmission, power distribution, electrification, and thermal management in data centers. As the massive AI buildout occurs, which is causing a huge spike in spending/investment across digital infrastructure and power supply, TE Connectivity is clearly a direct beneficiary. Since many of the company’s components are both mission-critical and a very small portion of overall project cost, TE Connectivity’s expertise and product reliability give it a huge boost over would-be competitors. Simultaneously, the other part of the business is taking advantage of increasing content per vehicle and rising EV production. Being exposed to multiple secular growth themes at the same time, it almost couldn’t be in a better business model at a better time....

In recent trading, shares of Cabot Corp. (Symbol: CBT) have crossed above the average analyst 12-month target price of $90.00, changing hands for $90.33/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 5 different analyst targets within the Zacks coverage universe contributing to that average for Cabot Corp., but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $80.00. And then on the other side of the spectrum one analyst has a target as high as $103.00. The standard deviation is $8.276. But the whole reason to look at the average CBT price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with CBT crossing above that average target price of $90.00/share, investors in CBT have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $90.00 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Cabot Corp.: Recent CBT Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 3 3 3 4 Buy ratings: 0 0 0 0 Hold ratings: 2 2 2 1 Sell ratings: 0 0 0 0 Strong sell ratings: 0 0 0 0 Average rating: 1.8 1.8 1.8 1.4 The average rating presented in the last row of the above table...

Super Micro Computer (SMCI +6.34%) recently posted some incredibly strong sales numbers, with its top line more than doubling. Net sales of $10.2 billion for the third quarter of Fiscal 2026, which ended on March 31, were up an impressive 123% year over year. The company, which is involved in the sale of key technology infrastructure for businesses, including servers for artificial intelligence (AI), has experienced tremendous growth in recent years. But while its sales have been impressive, that may not be enough of a reason to invest in the tech stock. Here's why, despite its strong top-line numbers, I'd stay far away from it. The company's razor-thin margins are a huge concern A big problem that continues to plague Super Micro Computer is that its margins are extremely low. This means that its cost of revenue is high, and thus, a small portion of its revenue is left over to cover operating expenses and flow through to the bottom line. In its most recent quarter, which ended on March 31, Super Micro's gross margin was just under 10%. While margins have improved modestly for Super Micro, they remain incredibly low. And over the past nine months, while revenue has risen by 72% to $27.9 billion, its gross profit has risen by just 21% to $2.3 billion. The company has been doing well due to strong demand as a result of AI, but if that slows down, then that would only make things worse; C3.ai's incredibly strong revenue growth is making up for its low margins, enabling it to generate solid gains on the bottom line. But if things change, that may quickly no longer be the case. Expand NASDAQ : SMCI Super Micro Computer Today's Change ( 6.34 %) $ 2.12 Current Price $ 35.58 Key Data Points Market Cap $21B Day's Range $ 33.68 - $ 35.94 52wk Range $ 19.48 - $ 62.36 Volume 39.4M Avg Vol 37.7M Gross Margin 8.39 % Super Micro stock may look cheap, but it's not worth the risk In the past 12 months, shares of C3.ai have declined by 14%. Today, the stock trades at a relatively low ...

The State Street Consumer Discretionary Select Sector SPDR ETF, the bellwether exchange-traded fund (ETF) dedicated to that sector, is off 1.2% year to date. That performance is all the more gloomy when considering the S&P 500 is up 8.6% since the start of 2026. As expected, some consumer discretionary stocks are outperforming the group as a whole, while others are outright duds. But one thing that's interesting about the consumer cyclical laggards group is that it includes some potentially attractive dividend names. In fact, there are 20 consumer discretionary stocks spanning large-, mid-, and small caps that are down at least 20% year to date and have dividend yields of at least 2%. Yes, some members of that group are falling knives and/or value traps, but there are also large-cap names here with legitimate opportunities for long-term dividend investors. Here's a pair that might be worthy of buying on the dip. Cold pizza, hot dividend opportunity Down 14.4% over the past month and residing 36.7% below its 52-week high, Domino's Pizza (DPZ +0.00%) has gone stale -- at least, in the eyes of some investors. Disappointing first-quarter results, delivered late last month, are certainly part of the problem. Revenue beat Wall Street estimates, but earnings per share (EPS) and same-store sales missed sell-side forecasts, sending the stock tumbling. The EPS and same-store sales misses are indicative of macroeconomic factors, such as sticky inflation and tepid consumer sentiment, weighing on some of the previously best fast-food stocks, including Domino's. Compounding the pizza franchise's woes is that it was one of 16 stocks Berkshire Hathaway dumped in the first quarter. So what was once a "Warren Buffett" stock is no longer. For many investors, the Buffett endorsement is meaningful, as it should be, but Berkshire parting ways with Domino's isn't necessarily a kiss of death. By his own admission, Buffett sold some Berkshire holdings too early over the years, with Apple an...

This morning a "Potential Dividend Run Alert" went out for Cohen & Steers Real Estate Opportunities and Incom (NYSE: RLTY), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway? This is an interesting concept which we first learned about at a past ValueForum conference. And to best explain the concept, we need to start with the expected behavior of a stock on its ex-dividend date. For anyone unfamiliar with the term, the ex-dividend date marks the trading day when any buyer of the stock is no longer entitled to the referenced dividend — in other words, to be eligible to receive the dividend in question, one would have had to purchase their shares before the ex-dividend date. All else equal, the stock price would be expected to drop by the dividend amount on that ex-date (remember, that's "all else equal" and naturally other factors will drive stocks higher/lower on any given day). But think about it: if a buyer is entitled to a 0.11 dividend before ex-date, but no longer entitled to that amount on or after ex-date, then this drop makes perfect sense! Because if the shares didn't drop by that same 0.11 the next day, then effectively, buyers would effectively be paying 0.11 more for the same share of stock. But now think about this: if a stock is expected to drop by the dividend amount (all else equal) on ex-date, then in turn, shouldn't that stock be expected to rise sometime ahead of a dividend? After all, if a dividend-paying stock didn't ever rise and only fell on each and every ex-date, then eventually after enough dividend payments those shares would have fallen to zero. And that wouldn't make any sense for a company continually earning money and paying dividends. So indeed, "sometime" before a given dividend, there should be sort of a built-in "pressure" for a stock to gradually rise in expectation of that next cash dividend... in ...

In recent trading, shares of Sanmina Corp (Symbol: SANM) have crossed above the average analyst 12-month target price of $85.25, changing hands for $87.38/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 4 different analyst targets within the Zacks coverage universe contributing to that average for Sanmina Corp, but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $69.00. And then on the other side of the spectrum one analyst has a target as high as $92.00. The standard deviation is $10.874. But the whole reason to look at the average SANM price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with SANM crossing above that average target price of $85.25/share, investors in SANM have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $85.25 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Sanmina Corp: Recent SANM Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 0 0 0 0 Buy ratings: 0 0 0 0 Hold ratings: 3 1 1 1 Sell ratings: 0 1 1 1 Strong sell ratings: 0 0 0 0 Average rating: 3.0 3.5 3.5 3.5 The average rating presented in the last row of the abo...

In recent trading, shares of Steel Dynamics Inc. (Symbol: STLD) have crossed above the average analyst 12-month target price of $75.10, changing hands for $75.23/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 5 different analyst targets within the Zacks coverage universe contributing to that average for Steel Dynamics Inc., but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $60.00. And then on the other side of the spectrum one analyst has a target as high as $98.00. The standard deviation is $16.18. But the whole reason to look at the average STLD price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with STLD crossing above that average target price of $75.10/share, investors in STLD have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $75.10 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Steel Dynamics Inc.: Recent STLD Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 3 3 3 3 Buy ratings: 0 0 0 0 Hold ratings: 2 2 2 2 Sell ratings: 0 0 0 0 Strong sell ratings: 0 0 0 0 Average rating: 1.8 1.8 1.8 1.8 The average rating presented in the...

In recent trading, shares of Arrow Electronics, Inc. (Symbol: ARW) have crossed above the average analyst 12-month target price of $128.00, changing hands for $129.60/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation, or, re-adjust their target price to a higher level. Analyst reaction may also depend on the fundamental business developments that may be responsible for driving the stock price higher — if things are looking up for the company, perhaps it is time for that target price to be raised. There are 4 different analyst targets within the Zacks coverage universe contributing to that average for Arrow Electronics, Inc., but the average is just that — a mathematical average. There are analysts with lower targets than the average, including one looking for a price of $110.00. And then on the other side of the spectrum one analyst has a target as high as $140.00. The standard deviation is $12.754. But the whole reason to look at the average ARW price target in the first place is to tap into a "wisdom of crowds" effort, putting together the contributions of all the individual minds who contributed to the ultimate number, as opposed to what just one particular expert believes. And so with ARW crossing above that average target price of $128.00/share, investors in ARW have been given a good signal to spend fresh time assessing the company and deciding for themselves: is $128.00 just one stop on the way to an even higher target, or has the valuation gotten stretched to the point where it is time to think about taking some chips off the table? Below is a table showing the current thinking of the analysts that cover Arrow Electronics, Inc.: Recent ARW Analyst Ratings Breakdown » Current 1 Month Ago 2 Month Ago 3 Month Ago Strong buy ratings: 0 0 0 0 Buy ratings: 0 0 0 0 Hold ratings: 4 4 4 4 Sell ratings: 0 0 0 0 Strong sell ratings: 0 0 0 0 Average rating: 3.0 3.0 3.0 3.0 The average rating pr...