Tom Werner/DigitalVision via Getty Images The Invesco S&P 500 High Beta ETF ( SPHB ) is a passively managed exchange-traded fund designed to track the 100 constituents in the S&P 500 ( SPX ) Index with the highest market beta risk. Fundamentally, the strategy can provide investors with enhanced risk regarding market volatility. Theoretically, the strategy could outperform the broader market index,...
Tom Werner/DigitalVision via Getty Images The Invesco S&P 500 High Beta ETF ( SPHB ) is a passively managed exchange-traded fund designed to track the 100 constituents in the S&P 500 ( SPX ) Index with the highest market beta risk. Fundamentally, the strategy can provide investors with enhanced risk regarding market volatility. Theoretically, the strategy could outperform the broader market index, given how beta is measured and the expected returns associated with beta risk in the capital asset pricing model; however, other factors like asset rotation could play a role in the short term, particularly given the high information technology sector concentration in the portfolio. When considering this fund, investors must weigh whether taking on additional risk for a higher potential growth rate suits their investment needs. I recommend SPHB with a "Buy" rating for long-term investors seeking higher beta exposure and diversified sector allocation. Corporate Filings Looking at historical performance, high-beta stocks have significantly outperformed the market when comparing 1-year performance. TradingView Despite recent performance, the S&P 500 Index and the high-beta concentrated portfolio have historically traded with a narrow performance margin on a total returns basis, which assumes dividend reinvestment. TradingView Despite holding fewer constituents, SPHB can be viewed as more diversified when compared to the S&P 500, given the individual weights of the holdings. While SPHB exhibits greater concentration in the information technology sector at 40.27%, the weights of individual holdings exhibit a more even distribution, with the top holding in the strategy, Coinbase Global, Inc. ( COIN ), having a portfolio weight of 1.80%. While the name of the strategy may suggest greater risk in terms of beta sensitivity, SPHB could potentially be used to lower an investor’s concentration risk regarding the mega-cap technology stocks. For example, Apple Inc. ( AAPL ) has a portfo...
Microsoft Corporation (NASDAQ:MSFT) is one of the Best AI Stocks That Will Make You A Millionaire. On March 9, William Blair reiterated an Outperform rating on Microsoft Corporation (NASDAQ:MSFT) without disclosing any price targets. William Blair analysts noted that the company recently announced Microsoft 365 Copilot Wave 3 updates and the E7 pricing bundle. The firm sees these as steps to turn...
Microsoft Corporation (NASDAQ:MSFT) is one of the Best AI Stocks That Will Make You A Millionaire. On March 9, William Blair reiterated an Outperform rating on Microsoft Corporation (NASDAQ:MSFT) without disclosing any price targets. William Blair analysts noted that the company recently announced Microsoft 365 Copilot Wave 3 updates and the E7 pricing bundle. The firm sees these as steps to turn Copilot into an agentic platform for enterprise workflows and expects Microsoft to grow its enterprise wallet share through AI agents. William Blair Reiterates a Buy on Microsoft (MSFT), Here's Why Moreover, the firm highlighted in a research note that Copilot Cowork shifts focus from content creation to task execution and workflow control. Moreover, Agent 365 applies Microsoft’s security to AI agents. The firm highlighted that this treats agents like digital employees for governance. William Blair expects the company to expand its enterprise wallet share, driven by platform consolidation and improved market opportunity. Microsoft Corporation (NASDAQ:MSFT) is an American technology company that specializes in AI-powered cloud, productivity, and business solutions. The company develops and markets software, services, and hardware. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Finally, insert the following after the “READ NEXT” section: Disclosure: None. Follow Insider Monkey on Google News.
Oracle Corporation (NYSE:ORCL) is one of the Best AI Stocks That Will Make You A Millionaire. On March 10, Baird analyst Rob Oliver lowered the firm’s price target on Oracle Corporation (NYSE:ORCL) from $300 to $200, while maintaining an Outperform rating on the stock. The analyst noted that they are updating the model ahead of the company’s Q3 results as they expect Oracle to focus on addressing ...
Oracle Corporation (NYSE:ORCL) is one of the Best AI Stocks That Will Make You A Millionaire. On March 10, Baird analyst Rob Oliver lowered the firm’s price target on Oracle Corporation (NYSE:ORCL) from $300 to $200, while maintaining an Outperform rating on the stock. The analyst noted that they are updating the model ahead of the company’s Q3 results as they expect Oracle to focus on addressing the AI infrastructure uncertainty. The company posted fiscal Q3 2026 earnings later the same day and topped the Street’s expectations. The stock has gained more than 7.5% since the release (as of 11 Mar, 2:47 pm GMT-4). Oracle grew its quarterly revenue by 21.66% year-over-year to reach $17.19 billion and topped expectations by $281.13 million. The EPS of $1.79 also came in ahead of the consensus by $0.10. Baird Lowers PT on Oracle (ORCL), Here's What You Need to Know Management attributed growth to an 11% increase in cloud application revenue and 14% increase in Fusion ERP revenue. Notably, the AI infrastructure revenue rose 243% year-over-year, as multicloud database and AI infrastructure experienced strong demand that exceeded supply. Oracle Corporation (NYSE:ORCL) is an American multinational computer technology company specializing in database software, cloud infrastructure, and enterprise software solutions. The company offers one of the industry’s broadest and deepest suites of AI-powered cloud applications. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years. Disclosure: None. Follow Insider Monkey on Google News.
Amazon.com, Inc. (NASDAQ:AMZN) is one of the Best AI Stocks That Will Make You A Millionaire. On March 10, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) plans to expand its healthcare AI assistant for customers using its website and app. The company targets streamlining its AI with 30 non-emergency conditions like acne, diabetes, and sleep apnea. The healthcare AI is capable of explaining ...
Amazon.com, Inc. (NASDAQ:AMZN) is one of the Best AI Stocks That Will Make You A Millionaire. On March 10, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) plans to expand its healthcare AI assistant for customers using its website and app. The company targets streamlining its AI with 30 non-emergency conditions like acne, diabetes, and sleep apnea. The healthcare AI is capable of explaining results and can answer questions related to medication and symptoms. The AI can also connect patients to healthcare providers if needed. The model was previously available for only One Medical members. Now the customers don’t need to be members and can use the assistant for free. Amazon.com (AMZN) to Expand Healthcare AI for Customers A spokesperson from Amazon told Reuters that the AI allows customers to give access to medical data, reports, or clinical notes and answers follow-up questions. Andrew Diamond, chief medical officer at Amazon One Medical, told Reuters: “Health AI is designed to handle the logistical and informational work that creates friction in healthcare, so patients and providers can spend more time on what matters most.” Amazon.com Inc. (NASDAQ:AMZN) operates across e-commerce, digital content, advertising, and cloud computing. Its online and offline stores offer both in-house and third-party products, while its Amazon Web Services (AWS) division runs one of the world’s largest data center networks. While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years Finally, insert the following after the “READ NEXT” section: Disclosure: None. Follow Insider Monkey on Google...
Amazon.com, Inc. (NASDAQ:AMZN) is one of the Best AI Stocks That Will Make You A Millionaire. On March 10, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) plans to expand its healthcare AI assistant for customers using its website and app. The company targets streamlining its AI with 30 non-emergency conditions like acne, diabetes, and sleep apnea. The healthcare AI is capable of explaining ...
Amazon.com, Inc. (NASDAQ:AMZN) is one of the Best AI Stocks That Will Make You A Millionaire. On March 10, Reuters reported that Amazon.com, Inc. (NASDAQ:AMZN) plans to expand its healthcare AI assistant for customers using its website and app. The company targets streamlining its AI with 30 non-emergency conditions like acne, diabetes, and sleep apnea. The healthcare AI is capable of explaining results and can answer questions related to medication and symptoms. The AI can also connect patients to healthcare providers if needed. The model was previously available for only One Medical members. Now the customers don’t need to be members and can use the assistant for free. Amazon.com (AMZN) to Expand Healthcare AI for Customers A spokesperson from Amazon told Reuters that the AI allows customers to give access to medical data, reports, or clinical notes and answers follow-up questions. Andrew Diamond, chief medical officer at Amazon One Medical, told Reuters: “Health AI is designed to handle the logistical and informational work that creates friction in healthcare, so patients and providers can spend more time on what matters most.” Amazon.com Inc. (NASDAQ:AMZN) operates across e-commerce, digital content, advertising, and cloud computing. Its online and offline stores offer both in-house and third-party products, while its Amazon Web Services (AWS) division runs one of the world’s largest data center networks. While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years. Disclosure: None. Follow Insider Monkey on Google News.
Key Points Energy sector ETFs offer investors exposure to a basket of oil and gas stocks. Vanguard's energy ETF leans toward the largest and most seasoned U.S. companies. For exposure to non-U.S. energy stocks, investors may consider the iShares Global Energy ETF. 10 stocks we like better than Vanguard World Fund - Vanguard Energy ETF › Investment management firm Vanguard has over 100 exchange-tra...
Key Points Energy sector ETFs offer investors exposure to a basket of oil and gas stocks. Vanguard's energy ETF leans toward the largest and most seasoned U.S. companies. For exposure to non-U.S. energy stocks, investors may consider the iShares Global Energy ETF. 10 stocks we like better than Vanguard World Fund - Vanguard Energy ETF › Investment management firm Vanguard has over 100 exchange-traded funds (ETFs), 65 of which are equity-focused. The best performer in 2026 is the Vanguard Energy ETF (NYSEMKT: VDE), with a 26.8% year-to-date (YTD) return at the time of this writing. The Vanguard Consumer Staples ETF is a distant second with just a 10.2% YTD return. Here are three reasons why the Vanguard Energy ETF is a great buy, and two reasons to take pause. 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 » Reasons to buy the Vanguard Energy ETF 1. A low-cost way to invest in U.S. energy stocks The Vanguard Energy ETF has a mere 0.09% expense ratio, which is less than $1 for every $1,000 invested. This makes it one of the most affordable ways to invest in the U.S. oil and gas industry. The fund includes integrated oil and gas majors like ExxonMobil and Chevron, and companies in the exploration and production (E&P), storage and transportation, equipment and services, refining and marketing, drilling, and fuels industries. 2. Building a portfolio around quality companies over quantity This exchange-traded fund is a good buy if you want to bet big on quality even at the expense of diversification. While the fund has 106 holdings, a handful of names are largely responsible for driving its performance. ConocoPhillips and other E&Ps make up 21.9% of the ETF. So the integrated majors plus the E&Ps are about 60% of the ETF, which makes it sensitive to swings in oil and gas prices. That exposure is paying o...
Key Points Extra Space Storage has hiked its dividend by more than 110% over the past decade. Realty Income has increased its dividend for 112 consecutive quarters. Rexford Industrial Realty has grown its dividend at a 15% compound annual rate over the past five years. 10 stocks we like better than Realty Income › Dividend stocks can be terrific investments. Dividend payers in the S&P 500 have out...
Key Points Extra Space Storage has hiked its dividend by more than 110% over the past decade. Realty Income has increased its dividend for 112 consecutive quarters. Rexford Industrial Realty has grown its dividend at a 15% compound annual rate over the past five years. 10 stocks we like better than Realty Income › Dividend stocks can be terrific investments. Dividend payers in the S&P 500 have outperformed non-payers by more than two-to-one over the past 50 years, according to data from Ned Davis Research and Hartford Funds. The best returns have come from companies that routinely increase their dividends. There's an abundance of excellent dividend stocks available. One sector ripe with high-quality dividend growth stocks is the real estate investment trust (REIT) industry. Many REITs pay high-yielding and steadily rising dividends, making them ideal stocks to buy and hold for a potential lifetime of passive dividend income. Here are three top options to consider. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Extra Space Storage Extra Space Storage (NYSE: EXR) is the largest self-storage REIT by market share in the U.S. The company owns or manages nearly 4,200 properties with over 322 million square feet of rentable space (15.3% of the entire U.S. market). It owns 48% of its properties outright, owns interests in another 11% through joint ventures, and manages the other 41% of its portfolio. Its owned properties produce steadily rising rental income while its managed portfolio generates stable management fees. The REIT has expanded its portfolio over the years by acquiring new properties, investing in additional joint ventures, and growing its third-party management platform. It has also made a couple of larger-scale acquisitions, including fellow REIT Life Storage for $15 billion in 2023. This expansion has enabled Extra Space Storage to grow its income, allowing it to increase...
DICK'S Sporting Goods, Inc. DKS posted robust fourth-quarter fiscal 2025 results, wherein the top and bottom lines beat the Zacks Consensus Estimate. Both sales and earnings increased from the prior-year figures. The company delivered a solid performance in the fourth quarter, supported by healthy comparable sales growth and strong demand during the holiday season. The core DICK’S business continu...
DICK'S Sporting Goods, Inc. DKS posted robust fourth-quarter fiscal 2025 results, wherein the top and bottom lines beat the Zacks Consensus Estimate. Both sales and earnings increased from the prior-year figures. The company delivered a solid performance in the fourth quarter, supported by healthy comparable sales growth and strong demand during the holiday season. The core DICK’S business continued to benefit from growth in both customer transactions and average spending per purchase, reflecting resilient consumer interest in sporting goods and athletic apparel. Sales increased significantly from the prior-year period, primarily driven by the inclusion of the recently acquired Foot Locker business, which expanded the company’s overall scale and market presence. The company reported adjusted earnings of $4.05 per share in the fiscal fourth quarter, lagging the Zacks Consensus Estimate of $3.36 per share and down from $3.62 per share recorded in the year-ago quarter. DICK'S Sporting Goods, Inc. Price, Consensus and EPS Surprise DICK'S Sporting Goods, Inc. price-consensus-eps-surprise-chart | DICK'S Sporting Goods, Inc. Quote DKS’ Quarterly Performance: Key Metrics & Insights Net sales of $6.23 billion increased 59.9% year over year and surpassed the consensus estimate of $6.10 billion. The upside was driven by robust comps and healthy transaction growth. Consolidated comps for DICK'S Business grew 3.1% year over year, supported by higher traffic. DKS Records Higher Margins & Expenses Adjusted gross profit rose 46% year over year to $1.99 billion but lagged our estimate of $2 billion. Meanwhile, the gross margin contracted 310 bps. The adjusted SG&A expense rate of 24.7% rose 10 bps year over year. Adjusted SG&A expenses, in dollar terms, grew almost 60.5% year over year to $1.56 billion and were higher than our estimate of $1.52 billion. DKS’ Financial Health Snapshot DICK’S Sporting ended fiscal 2025 with cash and cash equivalents of $1.35 million and no outstanding...
This week, Iran appointed a new supreme leader, a German city had to be evacuated when a large WW2 bomb was found, and the UK got a first listen to its unusual entry for this year's Eurovision song contest.
This week, Iran appointed a new supreme leader, a German city had to be evacuated when a large WW2 bomb was found, and the UK got a first listen to its unusual entry for this year's Eurovision song contest.
Apple is focused on limiting the crease and improving durability for its forthcoming foldable iPhone, which will have iPad-like features when opened, according to people with knowledge of the matter. Bloomberg’s Mark Gurman discusses how the devices will fit into Apple’s lineup with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)
Apple is focused on limiting the crease and improving durability for its forthcoming foldable iPhone, which will have iPad-like features when opened, according to people with knowledge of the matter. Bloomberg’s Mark Gurman discusses how the devices will fit into Apple’s lineup with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)
peshkov Stocks of asset managers and private equity firms are falling in Thursday afternoon trading, pressured by elevated redemption requests that have triggered withdrawal caps at such firms as Morgan Stanley ( MS ) and Cliffwater. For weeks, investors have fretted over AI's impact on software companies. In addition, the broader equity markets are beset by the overall bearish mood reflecting ang...
peshkov Stocks of asset managers and private equity firms are falling in Thursday afternoon trading, pressured by elevated redemption requests that have triggered withdrawal caps at such firms as Morgan Stanley ( MS ) and Cliffwater. For weeks, investors have fretted over AI's impact on software companies. In addition, the broader equity markets are beset by the overall bearish mood reflecting angst over the Iran war. Earlier, investment firm Glendon Capital Management questioned credit valuations at private credit funds at Blue Owl Capital Inc. ( OWL ) and several of its peers, the Financial Times reported. Invesco Global Listed Private Equity ETF ( PSP ) fell 1.5%, and the State Street SPDR S&P Capital Markets ETF ( KCE ), which holds some prominent asset manager stocks, slid 2.1%. Among asset managers, the biggest declines are at Invesco ( IVZ ) -3.3%, Franklin Resources ( BEN ) -3.6%, Brookfield Asset Management ( BAM ) -3.0%, and Blue Owl Capital Inc. ( OWL ) -2.9%. In the private equity sector, Ares Management ( ARES ) -5.3%, Apollo Global Management ( APO ) -3.8%, Brookfield Corp. ( BN ) -3.5%, and KKR ( KKR ) -3.6% are among the largest decliners. Smaller investment banking and PE firms taking big hits include Jefferies Financial ( JEF ) -6.2%, Lazard ( LAZ ) -5.7%, Evercore ( EVR ) -5.6%, and Moelis ( MC ) -5.3%. More on Blue Owl Capital, Ares Management, etc. How Much Further The Blue Owl Capital Knife Could Fall Ares Management Corporation (ARES) Presents at RBC Capital Markets Global Financial Institutions Conference 2026 Transcript Blue Owl: Historical Growth No Longer Matters; The Value Trap Remains Quant ratings roundup for firms exposed to private credit as concerns grow Blue Owl tells investors loan sale had no hidden incentives - report