President Donald Trump speaks to the press near the construction site of his proposed ballroom at the White House in Washington, May 19, 2026. Kent Nishimura | Afp | Getty Images President Donald Trump said he was "an hour away" from deciding whether to attack Iran on Tuesday before he was convinced to postpone the strike for a few days. "We were all set to go ... It would have been happening right now," Trump told reporters Tuesday at the White House when asked how close he was to ordering that attack, which would have officially ended the shaky U.S.-Iran ceasefire that remains nominally in place. Trump claimed in a Truth Social post Monday afternoon that he was delaying a previously unannounced strike planned for Tuesday because several Middle Eastern leaders asked him to "hold off" in light of ongoing discussions with Iran. There had been no clear indication prior to Trump's post that the U.S. was preparing to strike Iran on Tuesday. The Wall Street Journal reported that Gulf officials from some of the countries Trump mentioned said they were not aware of the imminent plan to attack Iran. Trump himself said later in Tuesday's remarks, "I didn't tell them." Read more CNBC politics coverage Gas tax holiday as Trump promises? Not so fast, trucking, construction industries say Trump doesn't need Congress to restart Iran strikes: Hegseth Analysis: Iran war hangs over Trump's China trip — and his presidency Congress members push Chinese auto parts ban before Trump China trip "I never tell anybody when, but they knew that we were very close," he said. "I would say we were, I was an hour away from making the decision to go today." He then said, "I had made the decision. So they called up, they had heard I made the decision, and said, 'Sir, could you give us a couple of more days? Because we think they're being reasonable.'" Defense Secretary Pete Hegseth was in Kentucky campaigning against Rep. Thomas Massie , R-Ky., on Monday. Asked how long Iran has to come to the tabl...

美国总统特朗普接受Washington Examiner采访时表示，他会让凯文·沃什决定利率。 文章称，特朗普周二上午接受了其采访。 “我会让他按自己的意愿行事，”特朗普对其称。 责任编辑：丁文武

The S&P 500 Index ($SPX ) (SPY ) today is down -0.35%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.45%. June E-mini S&P futures (ESM26 ) are down -0.40%, and June E-mini Nasdaq futures...

Lean hog futures were down 22 to 95 cents across the board on Monday. Open interest was up 1,647 contracts on Monday. USDA’s national base hog price was reported at $94.88 on Monday afternoon, up $3.36 from the day prior. The CME Lean Hog Index was down 2 cents on...

Alcaraz began the year by winning his first Australian Open title and becoming the youngest man to complete the career Grand Slam. He would have been looking to kick on further in 2026, but will now miss the entire grass court season along with the majority of the clay court swing. Alcaraz had been set to play at Queen's, where he is a two-time winner, before Wimbledon begins on 29 June. He is now set to lose even more ground in the rankings to Italy's Sinner, who replaced him as world number one last month and has won the past six Masters 1,000 tournaments, including three in the past five weeks. The past nine men's major singles titles have been split between Alcaraz and Sinner, with the Spaniard winning five of them. Alcaraz's withdrawal from Wimbledon simultaneously opens up the draw and boosts Sinner's title hopes, given his recent dominance on the ATP Tour. However, the 24-year-old Italian has said he will not play any grass court events in the build up to Wimbledon after a draining few months. Wrist injuries are notoriously problematic for tennis players, especially if not managed correctly, and Alcaraz previously said he did not want to do further harm for "future tournaments". Speaking at the Laureus Awards in April before announcing his decision to withdraw from the French Open, he said: "I have a very long career ahead of me, with many years still to come. "Forcing things at this Roland Garros could really harm me for future tournaments." Former US Open champion Dominic Thiem retired at the end of 2024 after his career was derailed by a wrist injury, while Juan Martin del Potro was also plagued by a wrist problem after winning his sole major at the 2009 US Open.

Crucible Playhouse, Sheffield This fascinating and bold concert featured the works of the ‘word man’ and the ‘note man’, and their absurdist radio play Words and Music A few months before he died, Morton Feldman told a radio interviewer that he considered Samuel Beckett to be “a word man, a fantastic word man” and that he, Feldman, always thought of himself as a note man. The two worked together twice, first on an opera and then, in 1987, on Words and Music, an absurdist radio play that Beckett repurposed with Feldman’s music. Their mutual sympathy was apparent in Sheffield Chamber Music festival’s affectionate staging of the latter, which occupied this concert’s second half. Before that, however, the juxtaposition of a minimalist Beckett monologue with one of Feldman’s classic uncoordinated scores laid bare their deep artistic synergy. Rockaby, a desolate exploration of ageing and isolation, was the opener. Directed in the round by Vicky Featherstone, the rigid protagonist – a magnetic Siobhán McSweeney – revolved in her rocking chair, listening and occasionally responding to her own recorded voice. It was hard not to sense the heavy hand of dementia behind the singsong fragments and the fading woman’s desperate final quest for human connection. Continue reading...

Dell Technologies Inc. (DELL) is a global leader in providing digital infrastructure and client solutions. Dell has transformed from a direct-to-consumer (DTC) personal computer company to an end-to-end enterprise powerhouse. The company operates through two main segments: the infrastructure solutions group and the client solutions group, where it focuses on delivering commercial and consumer PCs. Founded in 1984 by Michael Dell, the company is headquartered in Round Rock, Texas. Dell Stock Surges Dell Technologies' stock has seen significant gains owing to strong AI infrastructure demand. The stock has touched its all-time high of $263.99 following a multi-month rally. The stock is well above its 52-week low of $106.38, reflecting strong investor confidence, and this re-rating underlines Wall Street’s readiness to value Dell as a dominant AI infrastructure player rather than a traditional hardware distributor. Compared to the S&P 500 Information Technology ($SRIT), Dell has outperformed the index. While the broader market benchmark has accumulated 44% gains in 52-weeks’ time, Dell outshines with 108% in the same duration. Even in a shorter time period, Dell has surged 21% in a month compared to the index’s 11%. This outperformance makes Dell a premier hardware momentum stock. Dell's Strong Q4 Results Dell Technologies reported its fourth-quarter 2026 results in February, with revenue for the quarter touching a record $33.4 billion, rising 39% YoY while besting analyst estimates by $2 billion. Adjusted earnings for the quarter surged 45% to $3.89 per share, compared to analysts’ $3.53 per share estimates. This explosive top-line growth was fueled by its infrastructure segment gaining 73% revenue to $19.6 billion, backed by a monumental 342% surge in AI-optimized server revenue, which reached $9 billion. On the other hand, earnings were supported by non-GAAP operating income, climbing 32% to $3.54 billion. Dell has converted this strong operational momentum into reco...

MicroStockHub/iStock via Getty Images Chimera ( CIM ) Preferred A (CIM-A) has become highly opportunistic as the company reported a strong first quarter, making its fundamentals even more secure with respect to preferreds. Despite the underlying health, CIM-A has lagged in market price resulting in 16% capital gains potential on top of the 9.3% dividend yield. We shall begin by discussing the market opportunity in mREIT preferreds and how it is even greater in CIM-A specifically. We will follow with analysis of the fundamental stability of Chimera. Our conclusion is that CIM-A offers a strong upside and yield relative to its risk level. Sector level concept and how to trade it Most investors are familiar with the traditional waterfall in the capital stack: Debt is senior to preferreds, which are senior to common equity. Thus, almost by definition, the risk level of debt is lower than that of preferred, which is lower than that of common. For the average company, the safety hierarchy is going to look like this. 2MC However, depending on how a company is run and how their capital stack is structured, the gaps between the tranches can vary greatly in size. Certain aspects of the way mREITs are structured and behave causes the waterfall to look more like this: 2MC The crudely hand-drawn diagram illustrates that while common and preferred are normally somewhat close in risk level for most companies, there is a massive gap in the risk level between common and preferreds of mREITs specifically. Why? There are 2 specific factors that make mREIT preferreds substantially safer than their common counterparts. Financial assets often gain or lose value in a somewhat rangebound fashion. mREITs have a demonstrated pattern of issuing massive amounts of common equity. The first factor is particularly true of agency backed RMBS. Market value of such instruments can fluctuate with interest rates, but since the par value is guaranteed by the government agencies, they can’t really go to...

NVDA Maintained by HSBC -- Price Target Raised to $325 GuruFocus

US probing if China firms cut output of containers before pandemic, says CBS Reuters

The S&P 500 has never been more concentrated in two stocks than it is today.

MoMo Productions/DigitalVision via Getty Images Verisk Analytics ( VRSK ) used to be viewed as a steady, protected data company. Since the middle of last year, VRSK stock has been steadily going down as part of what appears to be a sector-wide problem with data companies. This isn’t just about one weak quarter. These proprietary data companies appear to be declining partly because of artificial intelligence, or AI. The market is wondering if AI can reduce the value of legacy data and analytics platforms. Recent earnings numbers seem to justify that concern. In Q1, organic constant currency revenue growth was only 4.7%, while transactional revenue was down 6.1%. Arguably, the poor numbers resulted from unforeseen events like low weather-related volumes and a work stoppage in a federal government contract. However, it isn’t just this one quarter the market is worried about. There’s the larger question of AI-driven de-rating, and, at least according to this Barron’s article (subscription required), it encompasses the entire data-services sector. As a result, the market is questioning whether Verisk’s growth-compounder phase has already passed its sell-by date, especially in a market disrupted by AI. But Verisk’s business isn’t broken. Subscription revenue still grew 7% and represented 84% of total revenue, adjusted EBITDA margin was a high 55.9%, and management again affirmed full-year guidance for $3.19 billion-$3.24 billion of revenue, $1.79 billion-$1.83 billion of adjusted EBITDA and $7.45-$7.75 of adjusted EPS. Those are not indicators of structural decline; those are numbers from a high-quality business going through a difficult phase. Management called it a “trough.” For a bullish thesis, management must be right—and not just about Q1. Verisk needs to turn AI into a useful tool that adds value, not disruption. If they can do that successfully, subscription growth will stay resilient. That would produce upside even if VRSK doesn’t return to its earlier premium mu...

Sundry Photography/iStock Editorial via Getty Images Target ( TGT ) has tapped a former Walmart ( WMT ) executive to head its supply chain operations as the retailer tackles stocking issues and ramps up its fulfillment services. Jeff England will become the retailer’s chief supply chain and logistics officer at the end of May, replacing Gretchen McCarthy, who will remain as an advisor to the company until August. England is the third executive appointment since Michael Fiddelke took over as CEO in February. England will join Target from his current role as Chief Supply Chain Officer at building material supplier QXO, Inc. ( QXO ). “You guys will get sick of me talking about we’re going to get more in-stock, we’re going to get more in-stock, we’re going to get more in-stock,” Fiddelke said during the company’s last earnings call with analysts. “The arrow is pointed in the right direction, and we still haven’t arrived, and the supply chain plays such a critical role in helping us move in the right direction.” Out-of-stock merchandise and empty shelves were largely to blame for the company’s poor performance since the end of the pandemic. Target’s ( TGT ) overly ambitious effort to compete in the delivery space with Amazon ( AMZN ) and Walmart ( WMT ) relied on limited merchandise at its retail locations for order fulfillment. As a result, traffic dwindled, and sales were down for five consecutive quarters. Target will report first quarter results before the market opens on Wednesday, expected to have earned a non-GAAP profit of $1.46 per share on $24.66B in sales, up 12% and 3.6%, year-over-year, respectively. Shares are up 2% on Tuesday. More on Target Target Q1 2026 Earnings Preview: Shares Could Pull Back After A Strong Run Target: Missing The Mark Target: My Target Price Justifies The Recent Rally, Pause For Now Target Q1 earnings on deck: What to expect Quant snapshot: Baozun, Sohu among top-rated names as Sol Strategies, Arqit Quantum lag

Cirrus Logic, Inc. CRUS stock has gained 39.3% in the past six months, outperforming the Zacks Computer & Technology sector and the S&P 500 composite growth of 20.1% and 15.2%, respectively. The Zacks Electronics - Semiconductors industry increased 40.9% over the same time frame. The company’s shares have soared 14.2% in the past three months. CRUS has outpaced its peer, Qualcomm Incorporated QCOM, which climbed 22.6% during the same interval. It underperformed Analog Devices, Inc. ADI and Monolithic Power MPWR, which grew 84.9% and 68.2%, respectively. Qualcomm develops AI, high-performance computing and connectivity technologies that power a smarter, interconnected world. ADI is an original equipment manufacturer of semiconductor devices, specifically, analog, mixed signal and digital signal processing (DSP) integrated circuits. Monolithic Power Systems designs, develops and markets high-performance power solutions focused on analog and mixed-signal integrated circuits. Zacks Investment Research Image Source: Zacks Investment Research However, shares of Cirrus Logic lost 4.9% in the past month. The company recently reported fourth-quarter fiscal 2026 results, wherein its top and bottom lines surpassed the Zacks Consensus Estimate and increased year over year. Revenue declined 23% sequentially due to weaker smartphone unit shipments. Following the company’s results, investors may wonder whether CRUS has upside or if expectations have outpaced fundamentals. Let’s unpack the company’s fundamentals and challenges to ascertain the best course of action. Key Growth Catalysts for Cirrus Logic Cirrus Logic is gaining from strong demand for components used in smartphones and higher PC sales, which helped it deliver record fiscal 2026 revenue of $2 billion. The company continued to strengthen its flagship smartphone audio business through robust demand for its latest-generation custom-boosted amplifiers and 22-nanometer smart codecs. These products are designed to provide m...

da-kuk/E+ via Getty Images Artificial intelligence ( AIQ ) ( AIEQ ) may be starting to affect employment in certain sectors, but its overall drag on the labor market remains small, according to a Tuesday analysis from Pantheon Macroeconomics. “The notion that AI already is crushing overall labor demand is nonsense,” wrote Samuel Tombs, chief U.S. economist, and Oliver Allen, senior U.S. economist, in a note. The economists pointed to the unemployment rate, which “has been bumping around a narrow range of 4-to-4½% for two years,” while “mass firings remain conspicuously absent.” The analysis found that AI adoption is highest in sectors dominated by office work, including education, finance and insurance, information and professional services. Census Bureau data shows 30% — 40% of companies in these sectors reported using AI in at least some business processes in early May. Pantheon Macroeconomics Productivity has accelerated in these high-adoption sectors since around mid-2024, the economists noted. “Exactly how much of this acceleration is due to AI remains uncertain, but it looks like far too much of a coincidence to dismiss entirely.” Pantheon Macroeconomics While payrolls in high-AI-adoption sectors have been flat to falling since ChatGPT’s ( OPENAI ) public release in late 2022, the broader picture suggests reallocation rather than destruction. “The US economy has a long track record of adopting new technologies that make workers more productive, rather than replacing them entirely,” the note stated. The economists attributed current sluggish overall payroll growth to other factors, including “meager growth in the labor force due to sharp cuts to immigration, high borrowing costs for businesses and elevated uncertainty.” More on Global X Artificial Intelligence & Technology ETF, Amplify AI Powered Equity ETF Markets Are Not Ready For What Happens Next The AI Arms Race: Running On Fumes And Borrowed Money Magnificent Earnings May Not Last AI boom is reshaping eve...

Seagate stock is tracking toward its worst week since early March as AI stocks pull back ahead of Nvidia's earnings.

In this article MRSH Follow your favorite stocks CREATE FREE ACCOUNT The Thailand-flagged cargo ship Mayuree Naree engulfed in black smoke in the Strait of Hormuz, March 11, 2026. Reuters For companies operating in the Middle East, the difference between a covered loss and an uninsured one may come down to a single word: war. Many businesses in the region bought insurance that protects against terrorism or sabotage. Far fewer purchased coverage explicitly designed to cover "war." The difference between terrorism and war can be the difference between a paid claim and a denied one. As missile strikes, drone attacks and maritime disruptions linked to Iran ripple across the region, insurers and policyholders are scrutinizing how those distinctions hold up in practice. Most large companies rely on standard property insurance as a base layer of protection. Those policies almost universally exclude war, often defined broadly to include not just declared conflicts between states, but also hostilities, invasions, civil war, rebellion, insurrection and actions taken by sovereign powers. Coverage for those risks must be bought separately, typically through political violence or political risk policies. Even then, many companies purchase only partial protection. Full political violence insurance can cover property damage and business interruption tied to terrorism, sabotage, riots, strikes, civil commotion, insurrection, rebellion, mutiny, coup and war. But according to global insurance broker Marsh , the majority of companies operating in the Middle East opted only for terrorism and sabotage coverage, stopping short of war. Complacent Experts say companies just got complacent. "Many companies that have operated in the Middle East for a long time have become accustomed to the relative stability in the region and may have under-appreciated how quickly geopolitical risk can escalate," said David Kinzel, Aon's U.S. Practice Leader for Political Risk told CNBC. 22 ships were attack...

Glendale Community College president Tiffany Hernandez apologized for the mistakes and eventually offered many students a do-over. | Screenshot: YouTube The use of AI-powered tools to announce students as they walk on stage during graduation and commencement ceremonies has grown in popularity over the past few years, but it's not always succeeding at the one job it's there for. Many schools have switched to these systems as a way to ensure names are being pronounced correctly, but during a recent livestream of a Glendale Community College commencement ceremony in Phoenix, Arizona, the AI announcer mispronounced some names and skipped others entirely as a result of timing issues as graduates walked across the stage. The ceremony was paused at least twice in an attempt to fix the issues, whi … Read the full story at The Verge.

Wheat is showing 4 to 7 cent gains early on Tuesday. The wheat market was sharply higher across all three exchanges on Monday, following a White House fact sheet release over the weekend. Chicago SRW futures were 17 ¾ to 28 ¾ cents higher across the board. New buying interest...

Apple Inc. stock (US0378331005): iPhone maker under scrutiny after latest earnings and AI push AD HOC NEWS

Software companies are experiencing a sell-off this year. Shopify (SHOP 0.61%), a corporation that runs a cloud-based platform that allows online merchants to start and run e-commerce stores, hasn't escaped the bloodbath. The company's shares are down by 34% to date. However, at current levels, it might be a great idea to invest in Shopify, as the stock has what it takes to rebound and perform well over the long run. Here's why the e-commerce specialist might be a no-brainer buy. Financial results tell a compelling story One reason some investors are running away from software stocks is that they think artificial intelligence (AI) might displace many of their services. My view is that AI is an extremely useful tool that will improve productivity. That is already happening: innovative companies are evolving in tandem with AI and launching tools that make their customers' lives easier. Shopify is doing the same. The company launched an AI website generator that can get the job done in a few minutes with just a basic description of what people want. Shopify has launched other AI tools, including an AI assistant that helps answer questions and navigate services more quickly and effectively. Besides the work it is doing with AI, Shopify's financial results remain excellent. In the first quarter, the company's revenue grew by a strong 34% year over year to $3.2 billion, on the back of an almost 35% growth in gross merchandise volume, which reached $100 billion. The company's free cash flow margin held steady at 15%. Shopify's net loss narrowed to $581 million, up from the $682 million net loss recorded in the year-ago period. Excluding the impact of equity investments, the company reported a net income of $360 million, up 59% year over year. True, Shopify expects its second-quarter revenue growth rate to be in the high twenties, a slight deceleration compared to the first quarter. However, the business still looks solid, despite fears that AI will wreak havoc. Expand NASD...

Eoneren/iStock via Getty Images Space is increasingly recognized as a major investment frontier, with the global space economy projected to grow from around $600 billion in 2025 to $1.8 trillion by 2035, according to McKinsey estimates. This expansion is driven by declining launch costs, reusable rocket technology, and a shift from government-led exploration to private commercialization. This expansion stems from satellite communications, Earth observation, defense applications, and emerging fields like in-orbit manufacturing and space tourism. Private investment has fueled much of this progress, with companies like SpaceX ( SPACE ) leading the development of reusable rocket technology that has dramatically lowered costs. “Space may be the final frontier, but it’s made in a Hollywood basement.” - Red Hot Chili Peppers The top space-related ETFs we track are up 40% to 50% in 2026, vastly outpacing the Nasdaq's 14% YTD gain. Zooming out a little more reveals gains of more than 100% in the past year alone! A major 2026 catalyst could be SpaceX's IPO, which could value the company at over $1 trillion and boost the entire sector. The first trading day for SpaceX could be as early as June 12, 2026, on the Nasdaq under the ticker SPCX. Increased defense spending, commercial satellite mega-constellations, and orbital infrastructure projects further support growth. Advances in AI, reusable tech, and in-space services create new revenue streams for space-related stocks well into the future. The sector carries significant risks. Many pure plays remain unprofitable and face high capital needs, leading to dilution. Technical failures, launch delays, and regulatory hurdles are common. Orbital debris, supply chain issues, and intense competition (especially from SpaceX) add challenges. Much like the rockets themselves, the sector can get overheated at times. Valuations for hot names like RKLB can appear stretched, pricing in perfection. Risk-averse investors should approach the se...

A study of analyst recommendations at the major brokerages shows that Amgen Inc (Symbol: AMGN) is the #17 broker pick, on average, out of the 30 stocks making up the Dow Jones Industrial Average, according to ETF Channel. Despite being ranked lower than the median among analyst

OpenAI ( OPENAI ) co-founder Andrej Karpathy has joined the team at Anthropic ( ANTHRO ), where he plans to work on research and development of large language models. "I've joined Anthropic," Karpathy said in a post on X on Tuesday morning. "I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time." Karpathy joined the pretraining team at Anthropic this week, according to Anthropic. The pretraining team is responsible for the large-scale training runs that provide Claude with its core capabilities and knowledge base. Karpathy will build a team focused on using Claude to accelerate pretraining research. Karpathy, who earned his doctorate in computer science from Stanford University, was a founding member and research scientist at OpenAI from 2015 to 2017. After that, he spent about five years as the director of AI at Tesla ( TSLA ), where he led the computer vision team for Tesla Autopilot and worked on the training and deployment of Tesla's customer inference chip. He then returned to OpenAI to lead a team on midtraining and synthetic data generation from 2023 to 2024. Anthropic said he is one of the top AI researchers in the world. More on Anthropic and OpenAI Wall Street Lunch: UAE Blindsides Oil Market With OPEC Exit Plan Wall Street Lunch: OpenAI Loosens Exclusivity In Revised Microsoft Pact Anthropic Is Taking Over Enterprise KPMG, Anthropic partner to deploy Claude AI across the firm Jury ruling in favor of OpenAI removes 'significant overhang,' paves way for IPO: Wedbush

The latest tally of analyst opinions from the major brokerage houses shows that among the 30 stocks making up the Dow Jones Industrial Average, Amgen is the #17 analyst pick. Despite being ranked lower than the median among analyst picks of the Dow, Amgen ranks better than the

A study of analyst recommendations at the major brokerages shows that Agnico Eagle Mines Ltd (Symbol: AEM) is the #9 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index, according to Metals Channel. The Metals Channel Gl

The social media giant is looking to replace workers with AI systems, as it continues to lean into the advancing technology.

All three major US stock indexes were down in late-morning trading Tuesday, as the 30-year Treasury

Meet the Super Semiconductor ETF With 40% of Its Portfolio Parked in Micron, AMD, Broadcom, Nvidia, and Intel The Motley Fool

Alistair Berg Seeking Alpha analyst The Techie has upgraded Robinhood ( HOOD ) to Buy, arguing that crypto headwinds are now priced in while core business momentum remains underappreciated. Similarly, Edmund Ingham sees a rebound opportunity in Humana ( HUM ) following a steep decline in shares and increased activist pressure. On the downgrade side, Bay Area Ideas has shifted Apple ( AAPL ) to Hold despite robust quarterly results, citing valuation concerns as the forward P/E approaches multi-year highs. Meanwhile, Victor Dergunov issued a Sell rating on Micron ( MU ), warning that parabolic price action and market FOMO have pushed the memory chipmaker to excessive levels that are unlikely to be sustained. Upgrades Robinhood Markets ( HOOD ): Upgrade Hold to Buy by The Techie . The analyst believes crypto headwinds are fully priced in, while strong performance in equities, options, and Gold subscriptions continues to go unrecognized by the market. “Robinhood is now trading at $77 versus the October 2025 all-time high of $153.86, all while the broader market has continued to push higher. I think that after this pullback, the crypto negatives are well priced in, while the upside from everywhere else in the business is not. I see a favorable risk-reward at these levels, and so I'm upgrading the stock to a Buy.” Humana ( HUM ): Upgrade to Buy by Edmund Ingham . Following a greater than 65% share price decline, the analyst sees a turnaround supported by improved CMS rate decisions and activist investor involvement pushing for operational discipline. “I am upgrading my rating on Humana to a Buy - the company seems to be pulling firmly away from the almighty dip that stock has experienced, and is headed back, if not to $500, I'd predict >$450 before 2028.” Downgrades Apple ( AAPL ): Downgrade Buy to Hold by Bay Area Ideas . Despite strong Q2 results with 16.6% revenue growth, the analyst warns that valuation has become stretched while risks from China price cuts and memory...