Since hitting an all-time high in early February, the S&P 500 (SNPINDEX: ^GSPC) is down about 6%. The sell-off has been driven by a number of factors. The conflict in the Middle East continues to escalate, inflation remains stubborn, and oil prices are soaring. Is it time to buy the dip in the S&P 500, or is there more pain ahead? Let's break down the case for each. Quite simply, the S&P 500 is on...
Since hitting an all-time high in early February, the S&P 500 (SNPINDEX: ^GSPC) is down about 6%. The sell-off has been driven by a number of factors. The conflict in the Middle East continues to escalate, inflation remains stubborn, and oil prices are soaring. Is it time to buy the dip in the S&P 500, or is there more pain ahead? Let's break down the case for each. Quite simply, the S&P 500 is one of the best tools for long-term wealth creation. If your time horizon is several years or more, a modest 6% pullback shouldn't scare you. In fact, it could be viewed as a buying opportunity. Continue reading
In the stock market’s volatile and uncertain start to the year, one trade has held strong: go long memory and storage. Companies like Sandisk Corp. , Western Digital Corp. , and Seagate Technology Holdings Plc are among the leaders in the S&P 500 Index in 2026, even with their recent declines, as heavy spending on artificial intelligence creates insatiable demand for memory and storage components ...
In the stock market’s volatile and uncertain start to the year, one trade has held strong: go long memory and storage. Companies like Sandisk Corp. , Western Digital Corp. , and Seagate Technology Holdings Plc are among the leaders in the S&P 500 Index in 2026, even with their recent declines, as heavy spending on artificial intelligence creates insatiable demand for memory and storage components used in data centers. They were also top performers in 2025. “Infrastructure is the place to be,” said Rob Thummel , a senior portfolio manager at Tortoise Capital, which holds shares of Western Digital, Seagate, Sandisk and Micron Technology Inc. in its Tortoise AI Infrastructure ETF . The strength of these stocks runs counter to the Magnificent Seven technology giants, all of which are down this year , with an index of the group declining 10%. And with so many AI hyperscalers needing memory and storage products, the companies now have tremendous pricing power, suggesting that the old playbook surrounding the cyclical nature of the business may need to be reconsidered. In particular, the stocks fit into the so-called heavy assets, low obsolescence, or HALO , trade that’s caught Wall Street’s attention, Thummel said. “The sell side of that has been megacap tech, those haven’t done as well,” he said. “Obviously, the buy side of that has been infrastructure and memory storage and data storage.” The thesis got some validation last week when memory chipmaker Micron Technology Inc. , another one of the year’s best performers, gave a blowout forecast that underlined the ways spending on AI has made this cycle bigger and potentially longer lasting than past booms. This dynamic helps explain the group’s favored status even as investors turn skeptical about the companies spending aggressively on AI, those that could be disrupted by the technology and even long-time winners like Nvidia Corp. “You’re simply seeing a different level of upside in memory, along with massive pricing power...
(Bloomberg) -- In the stock market’s volatile and uncertain start to the year, one trade has held strong: go long memory and storage.Companies like Sandisk Corp., Western Digital Corp., and Seagate Technology Holdings Plc are among the leaders in the S&P 500 Index in 2026, even with their recent declines, as heavy spending on artificial intelligence creates insatiable demand for memory and storage...
(Bloomberg) -- In the stock market’s volatile and uncertain start to the year, one trade has held strong: go long memory and storage.Companies like Sandisk Corp., Western Digital Corp., and Seagate Technology Holdings Plc are among the leaders in the S&P 500 Index in 2026, even with their recent declines, as heavy spending on artificial intelligence creates insatiable demand for memory and storage components used in data centers. They were also top performers in 2025. “Infrastructure is the plac
Alphotographic/iStock Unreleased via Getty Images Fiverr International Ltd. ( FVRR ) announced on Tuesday that it has launched an AI Video Hub that connects brands directly with a curated group of top independent AI video directors to create cinema-quality commercials, social content, and brand films without traditional Hollywood-style production infrastructure. The move by the Israel-based compan...
Alphotographic/iStock Unreleased via Getty Images Fiverr International Ltd. ( FVRR ) announced on Tuesday that it has launched an AI Video Hub that connects brands directly with a curated group of top independent AI video directors to create cinema-quality commercials, social content, and brand films without traditional Hollywood-style production infrastructure. The move by the Israel-based company was in response to rising demand, with searches for AI video creation on Fiverr up 66% in the second half of 2025, and reflects a broader shift from large, expensive production crews toward solo creators and small teams who can deliver comparable work faster and at a lower cost. As part of a promotional campaign, Fiverr ( FVRR ) installed a 30-foot-high hillside sign overlooking the 101 in Los Angeles featuring AI director Billy Boman’s name, symbolically positioning AI creators as the future of brand storytelling. The hub’s roster includes Boman, who has worked with Google, Universal Music Group, YouTube, and Klarna, along with The Dor Brothers (creators of Snoop Dogg’s first AI music video), Julien Nicaud (Dave & Buster’s global campaign), Too Short for Modeling (Dollar Shave Club and Fiverr’s Garry AI campaign), and Jagger Waters, a CapCut creator partner recognized by Adobe, Cannes, and SXSW. "For decades, brand video has been at the mercy of the Hollywood production playbook: big crews, big agencies, big budgets, and months of lead time," stated Fiverr ( FVRR ) CMO Matti Yahav. "That model is breaking. The directors in this hub are producing work that stands next to anything coming out of a traditional studio, and they're doing it faster, leaner, and for a fraction of the cost," added Yahav. Shares of Fiverr ( FVRR ) are down more than 48% on a year-to-date basis. More on Fiverr International Fiverr: The Bleeding Will Be Tough To Stop As Growth Slows (Rating Downgrade) Fiverr International Ltd. (FVRR) Q4 2025 Earnings Call Transcript Fiverr International: A Cheap Val...
HANGZHOU, China, March 24, 2026 (GLOBE NEWSWIRE) -- UTStarcom (the Company) (NASDAQ: UTSI), a global telecommunications infrastructure provider, today reported its unaudited financial results for the six months and full year ended December 31, 2025, and provided a business update.
HANGZHOU, China, March 24, 2026 (GLOBE NEWSWIRE) -- UTStarcom (the Company) (NASDAQ: UTSI), a global telecommunications infrastructure provider, today reported its unaudited financial results for the six months and full year ended December 31, 2025, and provided a business update.