Funtap/iStock via Getty Images With the U.S.-Iran conflict showing no signs of easing in the coming weeks, global markets have turned shaky. Nearly $2T has been wiped out in just the past month, adding to investor anxiety and pulling U.S. stocks lower. As volatility picked up, several sectors slipped into oversold territory. Real estate stocks, in particular, came under pressure as investors moved...
Funtap/iStock via Getty Images With the U.S.-Iran conflict showing no signs of easing in the coming weeks, global markets have turned shaky. Nearly $2T has been wiped out in just the past month, adding to investor anxiety and pulling U.S. stocks lower. As volatility picked up, several sectors slipped into oversold territory. Real estate stocks, in particular, came under pressure as investors moved away from rate-sensitive names and shifted toward safer bets. Here are some oversold real estate stocks , with RSI in the 20-30 range, indicating heavy selling pressure: Tritax Big Box ( TTBXF ): 15-day -14.77%, RSI: 22 Rexford Industrial Realty ( REXR.PR.B ): 15-day -7.07%, RSI: 22 Gecina ( GECFF ): 15-day -9.21%, RSI: 23 SL Green Realty ( SLG ): 15-day -0.19%, RSI: 26 Rithm Capital ( RITM ): 15-day -6.57%, RSI: 28 Vornado Realty Trust ( VNO ): 15-day -7.91%, RSI: 28 Boardwalk Real Estate Investment Trust ( BOWFF ): 15-day -2.45%, RSI: 30 Dynex Capital ( DX ): 15-day -6.95%, RSI: 30 Unite Group ( UTGPF ): 15-day -5.22%, RSI: 30 In the near term, these deeply oversold readings highlight continued pressure across real estate stocks. The most oversold names—Tritax Big Box ( TTBXF ) and Vornado Realty Trust ( VNO )—stand out as extreme cases of selling pressure and could be among the first to see a technical rebound if geopolitical tensions ease. More on Boardwalk Real Estate Investment Trust, Dynex Capital, etc. Rexford Presents Solid Yield Opportunities For The Buy And Write Investor DX And NLY: A 13.6% Yield Barbell Strategy For Turbulent Times Rithm: This Time, I Agree With Wall Street Manor Farm data centre completion delayed by Tritax Big Box SL Green Realty divests residential & retail segments of 7 Dey Street to GO Residential for $222.6M
The Vanguard Small-Cap Value ETF (VBR +1.18%) and iShares Morningstar Small-Cap Value ETF (ISCV +0.70%) both target U.S. small-cap value stocks, but ISCV offers a marginally higher yield, heavier exposure to financial services, and much smaller assets under management (AUM). Both VBR and ISCV appeal to investors seeking broad exposure to domestic small-cap companies with value-oriented valuations....
The Vanguard Small-Cap Value ETF (VBR +1.18%) and iShares Morningstar Small-Cap Value ETF (ISCV +0.70%) both target U.S. small-cap value stocks, but ISCV offers a marginally higher yield, heavier exposure to financial services, and much smaller assets under management (AUM). Both VBR and ISCV appeal to investors seeking broad exposure to domestic small-cap companies with value-oriented valuations. This comparison examines their costs, recent returns, risk, liquidity, and portfolio composition to help determine which may fit specific investing goals. Snapshot (cost & size) Metric VBR ISCV Issuer Vanguard IShares Expense ratio 0.05% 0.06% 1-yr return (as of 2026-03-11) 17.9% 18.3% Dividend yield 1.9% 2.0% Beta 1.00 1.03 AUM $62.3 billion $594.6 million Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. ISCV’s expense ratio is just slightly above VBR’s, making both funds highly affordable, and ISCV’s yield is a touch higher, which may appeal to income-focused investors. Performance and risk comparison Metric VBR ISCV Max drawdown (5 y) -24.20% -25.35% Growth of $1,000 over 5 years $1,279 $1,194 What's inside ISCV tracks small-cap U.S. stocks screened for value, holding 1,078 companies as of March 2026. The fund tilts most heavily toward financial services (21%), consumer cyclicals (14%), and industrials (13%), with top positions in Moderna Inc(MRNA +2.61%), CF Industries Holdings Inc(CF +2.93%), and Viatris Inc(VTRS +0.78%). ISCV has a long track record of 21.7 years, but remains relatively small in assets under management. VBR, by contrast, is anchored in industrials (19%), financial services (18%), and consumer cyclicals (13%). Its largest holdings include Sandisk Corp(SNDK 0.62%), EMCOR Group Inc(EME +1.18%), and NRG Energy Inc(NRG +1.19%). VBR’s portfolio is more concentrated in industrials and has significantly greater AUM, which can help wi...
Victory Capital Holdings submitted a fresh offer for Janus Henderson Group Plc , as the bidding war for the London-based investment firm intensifies amid a wave of consolidation among asset managers. The San Antonio, Texas-based firm is now offering $40 per share in cash and a fixed exchange ratio of 0.25 shares of its common stock for each Janus Henderson share owned, Victory Capital said in a st...
Victory Capital Holdings submitted a fresh offer for Janus Henderson Group Plc , as the bidding war for the London-based investment firm intensifies amid a wave of consolidation among asset managers. The San Antonio, Texas-based firm is now offering $40 per share in cash and a fixed exchange ratio of 0.25 shares of its common stock for each Janus Henderson share owned, Victory Capital said in a statement Tuesday . That would translate to 31% ownership in a combined asset manager. Based on Victory Capital’s March 16 closing price, Janus shareholders would receive $3.26 per share more than its prior proposal last month, according to the statement. The revised proposal also represents a 16% premium to a prior bid involving activist investor Nelson Peltz ’s Trian Fund Management , according to Victory Capital. Read More: Janus Bidding War Begins as Victory Capital Tops Trian Offer Asset managers have been consolidating recently after years of grappling with clients dumping their mutual funds for cheaper, passive products. Janus Henderson, created through a 2017 transatlantic merger to combat these challenges, suffered years of outflows since the tie-up until recently. The firm managed $493 billion as of Dec. 31. Trian Fund and General Catalyst agreed in December to buy Janus Henderson in a deal that would value the asset manager at about $7.4 billion. Two months later Victory Capital emerged with a higher offer. Janus Henderson said last week that its board of directors had unanimously shot down Victory Capital’s earlier proposal because it was not in the best interests of its stakeholders, clients and employees. Victory Capital responded by accusing Janus Henderson of failing to meaningfully engage with its bid and accepting an inferior deal from Peltz.
Dividend stocks tend to be terrific long-term investments. Companies that increase their dividends have historically delivered total returns of more than 10% annualized over the last half-century. Here are four top dividend growth stocks to double up on right now. American Tower American Tower (AMT +0.25%) recently hiked its dividend by 5.3%. That pushed its yield to 3.7%, more than triple the S&P...
Dividend stocks tend to be terrific long-term investments. Companies that increase their dividends have historically delivered total returns of more than 10% annualized over the last half-century. Here are four top dividend growth stocks to double up on right now. American Tower American Tower (AMT +0.25%) recently hiked its dividend by 5.3%. That pushed its yield to 3.7%, more than triple the S&P 500's level of 1.2%. The cell tower and data center owner has grown its dividend at a 17% compound annual rate since becoming a real estate investment trust (REIT) in 2014. The company delivered high single-digit cash flow per share growth last year, driven by strong leasing demand across its global tower portfolio and U.S. data center business. Increased mobile data consumption, the continue deployment of 5G technology, and the growth in cloud and AI-related workloads should drive strong earnings growth for the REIT in the coming years. That should enable American Tower to continue increasing its high-yielding dividend. Expand NYSE : AMT American Tower Today's Change ( 0.25 %) $ 0.47 Current Price $ 185.18 Key Data Points Market Cap $86B Day's Range $ 184.22 - $ 185.95 52wk Range $ 166.88 - $ 234.33 Volume 4.7K Avg Vol 3.1M Gross Margin 55.00 % Dividend Yield 3.68 % Energy Transfer Energy Transfer (ET +0.24%) has increased its distribution by more than 3% over the past year. The master limited partnership (MLP) -- which sends investors a Schedule K-1 Federal tax form each year -- currently yields more than 7%. The MLP expects to have ample fuel to continue increasing its high-yielding distribution. Energy Transfer plans to invest over $5 billion into organic expansion projects this year. It has projects in its backlog that should enter commercial service through 2030, including the $5.6 billion Transwestern Pipeline Expansion Project (late 2029 expected in-service date). The MLP expects to continue securing new expansions, driven by surging natural gas demand to support A...
If you're interested in adding more dividend-paying stocks to your portfolio, that's a fine idea. For one thing, dividend payers tend to be more established and reliable growers, since they have reached a point where management is confident it can commit to a regular payout to shareholders. Better still, dividend-paying stocks tend to outperform non-payers! For example, a study by Hartford Funds a...
If you're interested in adding more dividend-paying stocks to your portfolio, that's a fine idea. For one thing, dividend payers tend to be more established and reliable growers, since they have reached a point where management is confident it can commit to a regular payout to shareholders. Better still, dividend-paying stocks tend to outperform non-payers! For example, a study by Hartford Funds and Ned Davis Research found that from 1973 to 2022, companies that grew or initiated dividend payments delivered annualized returns of 10.3%, while those that didn't have payouts delivered a 3.95% annualized return and an equal-weight S&P 500 fund returned 7.7% annually. Oh, and the dividend payers were less volatile than their counterparts, too. Here are four well-known companies that recently had hefty dividend yields. You might want to consider some for your portfolio or your watch list. 1. Verizon Communications Verizon Communications (NYSE: VZ), with a recent market value near $180 billion, recently had a fat dividend yield of 6.6%. That payout hasn't been growing briskly lately, but it's quite generous as is. Verizon bulls like its strong wireless network and its chances of making it stronger still. Also promising is that Verizon recently announced it's buying Frontier Communications Parent for $20 billion to expand fiber services in the U.S. Bears worry about the safety of the dividend, though, given Verizon's substantial debt load. That's worth keeping an eye on, but for now the company's significant cash flow is enough to cover dividend obligations. In a show of confidence, management just increased the payout by 1.9%. 2. Citigroup Citigroup (NYSE: C) operates one of the largest banks in the country and had a recent market value near $109 billion -- and that's after a recent drop of 16% from its 52-week high. It's worth understanding that when a stock's price drops, its dividend yield will increase. That's part of the reason the stock's dividend yield was recently ...
yenyan/iStock Editorial via Getty Images Jana Partners is urging Six Flags Entertainment ( FUN ) to find a buyer and refresh its board to end an era of mismanagement and suspend a 57% year-over-year decay in the stock price. "It is now in the best interest of shareholders for the company to reverse course and engage with known buyer interest in Six Flags," Jana Managing Partner Scott Ostfeld wro...
yenyan/iStock Editorial via Getty Images Jana Partners is urging Six Flags Entertainment ( FUN ) to find a buyer and refresh its board to end an era of mismanagement and suspend a 57% year-over-year decay in the stock price. "It is now in the best interest of shareholders for the company to reverse course and engage with known buyer interest in Six Flags," Jana Managing Partner Scott Ostfeld wrote in a letter viewed by Reuters to Six Flags’ board. As the current board continues to display “an alarming pattern of dysfunction and disjointed decision-making,” Jana Partners now feels only a sale will salvage the remaining value of the company and halt a “vomit-inducing ride” for investors. The activist investor acquired a 9% stake in the amusement park operator in October in partnership with former Gap CEO Glenn Murphy and Kansas City Chiefs tight end Travis Kelce, both of whom were brought into the fold to revitalize the Six Flags’ ( FUN ) brand and are considered potential board nominees. Jana cites several missteps by the board under the leadership of Marilyn Spiegel that could have calmed investors, including the decision to affirm guidance last September only to lower guidance weeks later, along with a decision to sit on the announcement of a new CEO during a time when the company was experiencing a “crisis of confidence.” These governance concerns have coincided with deteriorating financials and dramatic stock erosion, leading Six Flags Entertainment ( FUN ) to sell seven underperforming parks, the proceeds of which will be used to pay down debt. The sale came on the heels of disappointing quarterly results in which Six Flags ( FUN ) fell further into the red, largely on a 13% drop in attendance and 9% decline in admission revenue. Six Flags Entertainment ( FUN ) shares opened 9% higher on Tuesday. More on Six Flags Six Flags: Starting Its Cedar-Fication, But Debt Knocks The Door Six Flags Entertainment Corporation (FUN) Q4 2025 Earnings Call Transcript Six Flag...
fengdr/iStock via Getty Images Whenever I see headlines regarding an asset class or sector becoming decidedly negative, I feel compelled to take a deeper dive into the asset class or sector to look for opportunities. When I am already exposed to the asset class or sector, I am required to take a deeper dive to ensure that my investment thesis continues to hold. Right now, private credit and BDCs a...
fengdr/iStock via Getty Images Whenever I see headlines regarding an asset class or sector becoming decidedly negative, I feel compelled to take a deeper dive into the asset class or sector to look for opportunities. When I am already exposed to the asset class or sector, I am required to take a deeper dive to ensure that my investment thesis continues to hold. Right now, private credit and BDCs are one of those sectors. The entire sector has been battered recently over concerns regarding private credit. The following chart shows that other non-investment grade assets have not been similarly affected, helping isolate that the concern is private credit specific: Data by YCharts What is it that has folks so shaken up? First, let's identify the "wrappers" that private credit comes in: Institutional funds. These are typically GP/LP structures where the manager (GPs) raises capital for a private credit fund, and the investors (LPs) provide the capital (committed capital) that the GPs then deploy (capital call). Evergreen/interval funds. These are funds raised typically by the "wealth channel" (financial advisors) for their retail clients. As the name implies, there is no maturity date or targeted liquidity event date (go public, wind down, or sale). These funds are often restricted to clients with gross annual income of at least $70,000 and a net worth of at least $70,000; or a net worth of at least $250,000. Business development corp. These are what probably brought you here. BDCs are closed‑end investment companies regulated under the Investment Company Act of 1940, with a tailored regime created by Congress in 1980 to expand capital access for U.S. middle‑market companies (typically direct lending, or private credit). These are exchange traded funds/companies which can be purchased by everyone. All of these have the same type of assets - private credit, aka direct lending. There are varieties within this space as it includes corporate lending, asset-based lending, con...
Micron Technology Inc.’s stocks have been trading up by 2.73 percent amid strong public sentiment and market optimism. Live Update At 09:17:58 EDT: On Tuesday, March 17, 2026 Micron Technology Inc. stock [NASDAQ: MU] is trending up by 2.73%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below. Quick Financial Overview Micron’s recent earning...
Micron Technology Inc.’s stocks have been trading up by 2.73 percent amid strong public sentiment and market optimism. Live Update At 09:17:58 EDT: On Tuesday, March 17, 2026 Micron Technology Inc. stock [NASDAQ: MU] is trending up by 2.73%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below. Quick Financial Overview Micron’s recent earnings reports are painting a vivid picture of growth and potential. Increasing demand for high-bandwidth memory is fueling the company’s stellar performance, with total revenues reaching over $37B. Despite fluctuating prices earlier in the year, the recent consistent uptick in revenue showcases the company’s resilience. A gross margin at 45.3% and an EBIT margin at 33.1% speak to Micron’s efficiency in generating profit from its sales. Investors are also focusing on the continued increase in operating revenue, hitting approximately $13.6B, demonstrating strong operational performance across the board. Notably, Micron’s balance sheet displays strength with a total capitalization of about $67.65B, revealing solid fiscal management and strategic debt leverage reflected by a total debt-to-equity ratio of just 0.21. This firm capital standing, coupled with an asset turnover of 0.5, places Micron in a favorable position against industry competitors. Furthermore, key ratios like the return on capital, which stands at 8.33%, indicate effective reinvestment strategies, enhancing long-term shareholder wealth. Revenues per share continue to climb, underscoring a healthy growth trajectory seen from Micron’s embrace of technological opportunities in AI and related fields. Market Momentum: Memory and AI Synergy The tech sector is buzzing with Micron’s expansive venture into next-generation memory solutions. As the company rolls out its HBM4 offerings, designed to sync seamlessly with Nvidia’s Vera Rubin platform, future prospects look bright. Such strides in technology highlight Micron’s rol...
Listen and subscribe to Opening Bid Unfiltered on Apple Podcasts, Amazon Music, Spotify, YouTube, or wherever you find your favorite podcasts. Aptera Motors (SEV) is being fueled by the sun — and a lot of hope that it could be the next Tesla (TSLA). "We're looking to deliver a million Apteras over the next 10 years here. So, it took Tesla 13 years to do it. So we're hoping to do it in 10," Aptera ...
Listen and subscribe to Opening Bid Unfiltered on Apple Podcasts, Amazon Music, Spotify, YouTube, or wherever you find your favorite podcasts. Aptera Motors (SEV) is being fueled by the sun — and a lot of hope that it could be the next Tesla (TSLA). "We're looking to deliver a million Apteras over the next 10 years here. So, it took Tesla 13 years to do it. So we're hoping to do it in 10," Aptera Motors co-founder and CEO Chris Anthony said in a new episode of Yahoo Finance's Opening Bid Unfiltered podcast (video above; listen in below). Aptera Motors is attempting to scale up production of its first solar-powered vehicle (SEV), the Atlas 1, at its plant in Carlsbad, Calif. Last weekend, the Atlas 1 made its first public appearance at the 10th anniversary of San Diego Cars and Coffee. Anthony said the key to ramping up Atlas 1 production so quickly will be to keep processes simple. For one, the futuristic-looking two-seater is white on the production line. Then the team puts a vinyl sticker on it — saving any paint jobs. "We designed something that's not just a little fuel efficient," Anthony said. "Our vehicle's about 350 miles per gallon equivalent. So, superefficient first. It gives you great attributes, like quick charging and a solar capability that can charge just from the sun, to cover most of your daily driving needs." Anthony added that Aptera Motors has about 50,000 orders for its first vehicle. But becoming the next Tesla is a lofty goal. Tesla and CEO Elon Musk have long dominated the electric vehicle industry, and the company has a $1.5 trillion market cap. Aptera's market cap is $83 million after going public on the Nasdaq (^IXIC) last October, and it remains in loss-making mode as it begins ramping up production. The auto industry is littered with once-buzzy names that promised big innovations, only to go bust, such as Fisker and Lordstown. Anthony is in it for the long haul, he said. "We've been able to raise significant capital since then," he said....
Listen and subscribe to Opening Bid Unfiltered on Apple Podcasts, Amazon Music, Spotify, YouTube, or wherever you find your favorite podcasts. Aptera Motors (SEV) is being fueled by the sun — and a lot of hope that it could be the next Tesla (TSLA). "We're looking to deliver a million Apteras over the next 10 years here. So, it took Tesla 13 years to do it. So we're hoping to do it in 10," Aptera ...
Listen and subscribe to Opening Bid Unfiltered on Apple Podcasts, Amazon Music, Spotify, YouTube, or wherever you find your favorite podcasts. Aptera Motors (SEV) is being fueled by the sun — and a lot of hope that it could be the next Tesla (TSLA). "We're looking to deliver a million Apteras over the next 10 years here. So, it took Tesla 13 years to do it. So we're hoping to do it in 10," Aptera Motors co-founder and CEO Chris Anthony said in a new episode of Yahoo Finance's Opening Bid Unfiltered podcast (video above; listen in below). Aptera Motors is attempting to scale up production of its first solar-powered vehicle (SEV), the Atlas 1, at its plant in Carlsbad, Calif. Last weekend, the Atlas 1 made its first public appearance at the 10th anniversary of San Diego Cars and Coffee. Anthony said the key to ramping up Atlas 1 production so quickly will be to keep processes simple. For one, the futuristic-looking two-seater is white on the production line. Then the team puts a vinyl sticker on it — saving any paint jobs. "We designed something that's not just a little fuel efficient," Anthony said. "Our vehicle's about 350 miles per gallon equivalent. So, superefficient first. It gives you great attributes, like quick charging and a solar capability that can charge just from the sun, to cover most of your daily driving needs." Anthony added that Aptera Motors has about 50,000 orders for its first vehicle. But becoming the next Tesla is a lofty goal. Tesla and CEO Elon Musk have long dominated the electric vehicle industry, and the company has a $1.5 trillion market cap. Aptera's market cap is $83 million after going public on the Nasdaq (^IXIC) last October, and it remains in loss-making mode as it begins ramping up production. The auto industry is littered with once-buzzy names that promised big innovations, only to go bust, such as Fisker and Lordstown. Anthony is in it for the long haul, he said. "We've been able to raise significant capital since then," he said....
Listen and subscribe to Opening Bid Unfiltered on Apple Podcasts, Amazon Music, Spotify, YouTube, or wherever you find your favorite podcasts. Aptera Motors (SEV) is being fueled by the sun — and a lot of hope that it could be the next Tesla (TSLA). "We're looking to deliver a million Apteras over the next 10 years here. So, it took Tesla 13 years to do it. So we're hoping to do it in 10," Aptera ...
Listen and subscribe to Opening Bid Unfiltered on Apple Podcasts, Amazon Music, Spotify, YouTube, or wherever you find your favorite podcasts. Aptera Motors (SEV) is being fueled by the sun — and a lot of hope that it could be the next Tesla (TSLA). "We're looking to deliver a million Apteras over the next 10 years here. So, it took Tesla 13 years to do it. So we're hoping to do it in 10," Aptera Motors co-founder and CEO Chris Anthony said in a new episode of Yahoo Finance's Opening Bid Unfiltered podcast (video above; listen in below). Aptera Motors is attempting to scale up production of its first solar-powered vehicle (SEV), the Atlas 1, at its plant in Carlsbad, Calif. Last weekend, the Atlas 1 made its first public appearance at the 10th anniversary of San Diego Cars and Coffee. Anthony said the key to ramping up Atlas 1 production so quickly will be to keep processes simple. For one, the futuristic-looking two-seater is white on the production line. Then the team puts a vinyl sticker on it — saving any paint jobs. "We designed something that's not just a little fuel efficient," Anthony said. "Our vehicle's about 350 miles per gallon equivalent. So, superefficient first. It gives you great attributes, like quick charging and a solar capability that can charge just from the sun, to cover most of your daily driving needs." Anthony added that Aptera Motors has about 50,000 orders for its first vehicle. But becoming the next Tesla is a lofty goal. Tesla and CEO Elon Musk have long dominated the electric vehicle industry, and the company has a $1.5 trillion market cap. Aptera's market cap is $83 million after going public on the Nasdaq (^IXIC) last October, and it remains in loss-making mode as it begins ramping up production. The auto industry is littered with once-buzzy names that promised big innovations, only to go bust, such as Fisker and Lordstown. Anthony is in it for the long haul, he said. "We've been able to raise significant capital since then," he said....
Listen and subscribe to Opening Bid Unfiltered on Apple Podcasts, Amazon Music, Spotify, YouTube, or wherever you find your favorite podcasts. Aptera Motors (SEV) is being fueled by the sun — and a lot of hope that it could be the next Tesla (TSLA). "We're looking to deliver a million Apteras over the next 10 years here. So, it took Tesla 13 years to do it. So we're hoping to do it in 10," Aptera ...
Listen and subscribe to Opening Bid Unfiltered on Apple Podcasts, Amazon Music, Spotify, YouTube, or wherever you find your favorite podcasts. Aptera Motors (SEV) is being fueled by the sun — and a lot of hope that it could be the next Tesla (TSLA). "We're looking to deliver a million Apteras over the next 10 years here. So, it took Tesla 13 years to do it. So we're hoping to do it in 10," Aptera Motors co-founder and CEO Chris Anthony said in a new episode of Yahoo Finance's Opening Bid Unfiltered podcast (video above; listen in below). Aptera Motors is attempting to scale up production of its first solar-powered vehicle (SEV), the Atlas 1, at its plant in Carlsbad, Calif. Last weekend, the Atlas 1 made its first public appearance at the 10th anniversary of San Diego Cars and Coffee. Anthony said the key to ramping up Atlas 1 production so quickly will be to keep processes simple. For one, the futuristic-looking two-seater is white on the production line. Then the team puts a vinyl sticker on it — saving any paint jobs. "We designed something that's not just a little fuel efficient," Anthony said. "Our vehicle's about 350 miles per gallon equivalent. So, superefficient first. It gives you great attributes, like quick charging and a solar capability that can charge just from the sun, to cover most of your daily driving needs." Anthony added that Aptera Motors has about 50,000 orders for its first vehicle. But becoming the next Tesla is a lofty goal. Tesla and CEO Elon Musk have long dominated the electric vehicle industry, and the company has a $1.5 trillion market cap. Aptera's market cap is $83 million after going public on the Nasdaq (^IXIC) last October, and it remains in loss-making mode as it begins ramping up production. The auto industry is littered with once-buzzy names that promised big innovations, only to go bust, such as Fisker and Lordstown. Anthony is in it for the long haul, he said. "We've been able to raise significant capital since then," he said....
Silicon Motion Technology is a $4 billion leading developer of microcontroller integrated circuits for NAND flash storage devices. The company is benefiting from the rising shortage of memory hardware for the AI buildout as they shift from a cyclical consumer electronics supplier to a structural AI beneficiary. In early February, SIMO reported strong year-over-year revenue growth for their Decembe...
Silicon Motion Technology is a $4 billion leading developer of microcontroller integrated circuits for NAND flash storage devices. The company is benefiting from the rising shortage of memory hardware for the AI buildout as they shift from a cyclical consumer electronics supplier to a structural AI beneficiary. In early February, SIMO reported strong year-over-year revenue growth for their December quarter driven by solid PCIe 5 SSD demand, market share gains in Embedded Multi-Media Card and Universal Flash Storage, rising automotive sales, and early enterprise demand. EPS lagged expectations due to higher R&D and operating costs, product mix pressures and competitive pricing. But analysts liked the outlook and raised full-year estimates 19% from $4.88 to $5.80, representing 63% growth. And the 2027 EPS consensus among five analysts surged 20.5% from $6.54 to $7.88, for a projected 35.7% annual advance. Revenue Ramp Dec quarter revenues increased to $278.5 million from the year-ago quarter's tally of $191.2 million. The top line beat the Zacks Consensus Estimate of $261.2 million. For 2025, revenues increased to $885.6 million from $803.6 million in 2024. Management noted that in the fourth quarter of 2025, sales of SSD controllers increased 35-40% year over year on strong demand trends. Embedded Multi-Media Card + Universal Flash Storage (eMMC+UFS) sales increased 50-55% while revenues in SSD solutions were up 110-115% year over year. After management raised Q1'26 non-GAAP revenue guidance to a range of $292-$306 million, analysts moved the full-year 2026 consensus up to $1.27 billion, representing 43% growth. Who is SIMO and Will They Win in the Memory Wars? Silicon Motion has a unique history as a "trans-Pacific" company, essentially born from a merger of American design and Taiwanese manufacturing prowess. This global company has a dual-headquarters structure. Global/Operations Headquarters: Zhubei City, Hsinchu County, Taiwan (located in the heart of Taiwan's s...
Top 5 Initiations: Benchmark initiated coverage of Ingredion (INGR) with a Buy rating and $130 price target. Ingredion "sits at the intersection of health & wellness and affordability trends," says the firm, which sees this positioning it as a durable long-term earnings growth investment. Barclays reinstated coverage of PTC (PTC) with an Overweight rating and $180 price target following the closin...
Top 5 Initiations: Benchmark initiated coverage of Ingredion (INGR) with a Buy rating and $130 price target. Ingredion "sits at the intersection of health & wellness and affordability trends," says the firm, which sees this positioning it as a durable long-term earnings growth investment. Barclays reinstated coverage of PTC (PTC) with an Overweight rating and $180 price target following the closing of the ThingWorx and Kepware divestiture. PTC's underlying growth has gone up by 0.5 points and its free cash flow will have a $70M headwind in fiscal 2027 related to the early close, the firm tells investors in a research note. TD Cowen initiated coverage of Nektar (NKTR) with a Buy rating and no price target. The firm models over $6B in combined sales for atopic dermatitis and alopecia. RBC Capital resumed coverage of Arthur J. Gallagher (AJG) with an Outperform rating and $260 price target. The recent AI-related selloff is overdone and the company's attractive platform has several insulating factors that limit near-term growth headwinds when compared to peers, the firm tells investors in a research note.
Worsening fuel shortages resulting from the war in the Middle East are threatening sacred funeral ceremonies in Thailand , where Buddhist temples are scrambling to obtain diesel for cremations. The abbot of Wat Saman Rattanaram in Chachoengsao province, about 80km (50 miles) east of Bangkok, warned that a suspension of cremation services was a real possibility. Some petrol stations have run out of...
Worsening fuel shortages resulting from the war in the Middle East are threatening sacred funeral ceremonies in Thailand , where Buddhist temples are scrambling to obtain diesel for cremations. The abbot of Wat Saman Rattanaram in Chachoengsao province, about 80km (50 miles) east of Bangkok, warned that a suspension of cremation services was a real possibility. Some petrol stations have run out of fuel, while others allow sales only to vehicle operators. “In more than 50 years, I’ve never seen anything like this,” Phra Ratchwachiraprachanart, the temple’s abbot and ecclesiastical provincial governor, said in a phone interview on Tuesday. “It’s not just us. Many temples are facing this same problem.” Advertisement In Thai Buddhist custom, cremation typically follows several nights of chanting by monks. Many crematoria use diesel in their furnaces, which are connected to tall chimneys that release smoke in a ritual believed to help guide spirits to heaven. Buddhist monks build cremation furnaces at Wat Rat Samakee temple in Uthai Sawan, northeastern Thailand. Photo: AP The threat to funeral services underscores the growing severity of fuel shortages in Thailand and neighbouring countries in Southeast Asia. Advertisement
claffra/iStock via Getty Images Goldman Sachs head of hedge fund coverage Tony Pasquariello warned Monday that U.S. equities face significant downside risk from ongoing oil and gas supply disruptions, even as the primary trend in stocks remains healthy. In a note to clients dated March 17, 2026, Pasquariello said the market may be underestimating potential negative outcomes from the current energy...
claffra/iStock via Getty Images Goldman Sachs head of hedge fund coverage Tony Pasquariello warned Monday that U.S. equities face significant downside risk from ongoing oil and gas supply disruptions, even as the primary trend in stocks remains healthy. In a note to clients dated March 17, 2026, Pasquariello said the market may be underestimating potential negative outcomes from the current energy crisis. “I’d also say this plainly: the market is certainly smarter than I am, but I’m surprised that market participants aren’t more concerned,” Pasquariello said. Goldman’s current oil estimates assume 21 days of limited flow before a gradual 30-day recovery. Under that scenario, Brent crude ( CO1:COM ) should average $98 per barrel in March through April, then trend toward $71 later in the year. The 21-day period ends Saturday, though Pasquariello noted risks are skewed toward delays. Brent was changing hands at around $102 at the time of writing, up over 40% since the war in Iran started on Feb. 28. The S&P 500 was down ~3% over the same period. Historical analysis of past oil supply shocks offers a sobering reference point. According to Goldman research, the S&P 500 ( SP500 ) ( SPY ) averages a 12% decline during periods when oil prices are rising, with a 23% total decline in the broader vicinity of supply shocks. Despite these concerns, Pasquariello acknowledged several factors supporting the market. A sudden resolution to supply disruptions could occur at any moment, and Goldman’s house view remains constructive, calling for the S&P 500 to reach 7600 by year-end on 12% earnings growth. Still, Pasquariello offered clear advice: “Even if the big picture trend remains fine, I think it makes sense to simplify your portfolio and raise a bit of cash.” Market-tracking funds: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). Oil ETFs: ( USO ), ( ...
JHVEPhoto/iStock Editorial via Getty Images The market continues to treat Advanced Micro Devices, Inc.’s ( AMD ) AI story as mainly a GPU share capture debate versus market leader Nvidia ( NVDA ). This is consistent with the broad understanding that the majority of impending upside remains primarily hinged on its upcoming Instinct MI400 deployment and initial foray in rack-scale solutions with Hel...
JHVEPhoto/iStock Editorial via Getty Images The market continues to treat Advanced Micro Devices, Inc.’s ( AMD ) AI story as mainly a GPU share capture debate versus market leader Nvidia ( NVDA ). This is consistent with the broad understanding that the majority of impending upside remains primarily hinged on its upcoming Instinct MI400 deployment and initial foray in rack-scale solutions with Helios (previously discussed here ). While the upcoming step-up in AMD’s accelerator roadmap is a welcome catalyst, what’s more important – yet remains largely underappreciated – is the telling tale from its deepening push into curated compute for the agentic AI era. Specifically, AMD recently announced an investment of up to $250 million in Nutanix ( NTNX ), alongside a multi-year agreement to jointly develop a purpose-built Agentic AI platform for facilitating enterprise inference and agentic workflows. This suggests AMD is doubling down on its penetration into enterprise AI opportunities by pursuing an agentic stack that spans software, hardware and network efficiency, effectively diversifying from intensifying competition in hyperscaler deployments. The development also aligns opportunistically and in a timely manner, as agentic AI adoption hits an inflection point following OpenClaw’s debut in November, which was reinforced by Anthropic’s ( ANTHRO ) introduction of an enterprise-ready equivalent, Claude Cowork , in January. AMD’s ability to capitalize on the emerging opportunity is reinforced by its core leadership in server CPUs via the EPYC series processors, which is regaining relevance in scaling AI compute – especially for high-volume inference and agentic workflows. Specifically, scaling AI compute is becoming increasingly challenging. Despite the rapid cadence of chip advancements that’ve made them more powerful, the ability to deliver optimized performance and efficiency remains constrained by intensifying power bottlenecks. This challenge has also heightened dema...
JHVEPhoto/iStock Editorial via Getty Images The market continues to treat Advanced Micro Devices, Inc.’s ( AMD ) AI story as mainly a GPU share capture debate versus market leader Nvidia ( NVDA ). This is consistent with the broad understanding that the majority of impending upside remains primarily hinged on its upcoming Instinct MI400 deployment and initial foray in rack-scale solutions with Hel...
JHVEPhoto/iStock Editorial via Getty Images The market continues to treat Advanced Micro Devices, Inc.’s ( AMD ) AI story as mainly a GPU share capture debate versus market leader Nvidia ( NVDA ). This is consistent with the broad understanding that the majority of impending upside remains primarily hinged on its upcoming Instinct MI400 deployment and initial foray in rack-scale solutions with Helios (previously discussed here ). While the upcoming step-up in AMD’s accelerator roadmap is a welcome catalyst, what’s more important – yet remains largely underappreciated – is the telling tale from its deepening push into curated compute for the agentic AI era. Specifically, AMD recently announced an investment of up to $250 million in Nutanix ( NTNX ), alongside a multi-year agreement to jointly develop a purpose-built Agentic AI platform for facilitating enterprise inference and agentic workflows. This suggests AMD is doubling down on its penetration into enterprise AI opportunities by pursuing an agentic stack that spans software, hardware and network efficiency, effectively diversifying from intensifying competition in hyperscaler deployments. The development also aligns opportunistically and in a timely manner, as agentic AI adoption hits an inflection point following OpenClaw’s debut in November, which was reinforced by Anthropic’s ( ANTHRO ) introduction of an enterprise-ready equivalent, Claude Cowork , in January. AMD’s ability to capitalize on the emerging opportunity is reinforced by its core leadership in server CPUs via the EPYC series processors, which is regaining relevance in scaling AI compute – especially for high-volume inference and agentic workflows. Specifically, scaling AI compute is becoming increasingly challenging. Despite the rapid cadence of chip advancements that’ve made them more powerful, the ability to deliver optimized performance and efficiency remains constrained by intensifying power bottlenecks. This challenge has also heightened dema...
Image source: The Motley Fool. Tuesday, March 17, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Vishwas Seshadri Chief Commercial Officer — Madhav Vasanthavada Chief Financial Officer — Joseph Walter Vazzano Chief Technical Officer — Brian Keaveney Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS ZevaSkin Commercial Progress -- Two commercial patients t...
Image source: The Motley Fool. Tuesday, March 17, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Vishwas Seshadri Chief Commercial Officer — Madhav Vasanthavada Chief Financial Officer — Joseph Walter Vazzano Chief Technical Officer — Brian Keaveney Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS ZevaSkin Commercial Progress -- Two commercial patients treated since launch, with three additional patients biopsied and more biopsies scheduled imminently. -- Two commercial patients treated since launch, with three additional patients biopsied and more biopsies scheduled imminently. Qualified Treatment Centers (QTCs) -- Four centers activated, with two treating patients and two advancing through the onboarding process; five more centers in various onboarding stages and a goal of seven active QTCs by year end. -- Four centers activated, with two treating patients and two advancing through the onboarding process; five more centers in various onboarding stages and a goal of seven active QTCs by year end. Patient Demand -- Identified eligible patient pool surpassed 100, up from nearly 50 at launch, driven by field engagement with community physicians. -- Identified eligible patient pool surpassed 100, up from nearly 50 at launch, driven by field engagement with community physicians. Market Access and Payer Coverage -- Coverage policies for ZevaSkin published by all major commercial payers, representing approximately 80% of commercially insured lives; baseline Medicaid coverage established in all 50 states. -- Coverage policies for ZevaSkin published by all major commercial payers, representing approximately 80% of commercially insured lives; baseline Medicaid coverage established in all 50 states. Reimbursement Infrastructure -- CMS granted a permanent HCPCS J-code for ZevaSkin effective January 1, 2026, supporting streamlined billing and reimbursement at QTCs. -- CMS granted a permanent HCPCS J-code for ZevaSkin effective January...
The stock market's solid start to the week may signal investors aren't appreciating the risks tied to the U.S.-Iran war, according to Goldman Sachs. Stocks rose broadly on Monday. The S & P 500 climbed 1%, and the Nasdaq Composite advanced 1.2%. The Dow Jones Industrial Average ended the day up more than 300 points, or 0.8%. The moves came as oil pulled back after Treasury Secretary Scott Bessent ...
The stock market's solid start to the week may signal investors aren't appreciating the risks tied to the U.S.-Iran war, according to Goldman Sachs. Stocks rose broadly on Monday. The S & P 500 climbed 1%, and the Nasdaq Composite advanced 1.2%. The Dow Jones Industrial Average ended the day up more than 300 points, or 0.8%. The moves came as oil pulled back after Treasury Secretary Scott Bessent told CNBC that the U.S. is letting oil tankers from Iran pass through the Strait of Hormuz. Crude was also pressured by a report that said the U.S. would announce a group of countries to escort ships through the Strait. Still, some are wary of this reaction. "I worry the stock market is underestimating the potential downside tails," Tony Pasquariello, global head of hedge fund coverage at Goldman Sachs, wrote in a note to clients. "The market is certainly smarter than I am, but I'm surprised that market participants aren't more concerned." .SPX 5D mountain SPX 5-day chart Indeed, there are signs that risks persist. While reports emerged of the escort coalition in the Middle East, President Donald Trump himself suggested it wasn't quite ready yet . "We have some [countries] that are really enthusiastic. They're coming already. They've already started to get there," Trump told reporters on Monday. "We'll give you a list. Some are very enthusiastic, and some are less than enthusiastic, and I assume some will not do it." On top of that, Monday's bounce wasn't overly convincing from a volume standpoint. The SPDR SD & P 500 ETF (SPY) , one of the most widely traded funds in the market, traded 71.3 million shares Monday. That's below its 30-day average volume of 88.5 million. The Invesco QQQ Trust , which tracks the Nasdaq-100, also had light volume with 44.4 million shares; its 30-day average sits at 71.5 million. And while the S & P 500 continues to hold above its key 200-day moving average, Rob Ginsberg of Wolfe Research thinks financials need to recover before a meaningful ral...
As Brent crude prices surpass $100 per barrel due to the ongoing Iran war, The Future Fund LLC's Managing Partner, Gary Black, laid out the math about the potential impact on Tesla Inc.'s sales and stock. Will Tesla Benefit From Rising Crude Oil Prices? Black explained in a post on X the potential effects of Brent crude prices on Tesla sales, stating that they should theoretically rise due to risi...
As Brent crude prices surpass $100 per barrel due to the ongoing Iran war, The Future Fund LLC's Managing Partner, Gary Black, laid out the math about the potential impact on Tesla Inc.'s sales and stock. Will Tesla Benefit From Rising Crude Oil Prices? Black explained in a post on X the potential effects of Brent crude prices on Tesla sales, stating that they should theoretically rise due to rising crude oil prices. However, Black noted that once geopolitical tensions ease, oil prices might decrease, similar to the trend observed in 2022. At the time of writing, U.S. West Texas Intermediate (WTI) futures expiring in April were up more than 3%, hovering at $98.71 per barrel. Brent crude futures expiring in May were also up nearly 3%, hovering at $103.14 a barrel. Don't Miss: Dual Impact On Tesla The current situation presents a dual impact on Tesla’s stock value. On one hand, higher oil prices could boost demand for Tesla’s electric vehicles. On the other hand, increasing oil prices may lead to inflation, pushing 10-year Treasury yields higher. According to Black, this inflationary pressure could negatively affect long-duration stocks like Tesla, potentially lowering their valuation. The overall impact on Tesla’s stock will depend on whether the positive demand from rising oil prices outweighs the negative effects of inflation and higher interest rates. In theory, $TSLA sales should increase if Brent crude stays above $100/bbl, since demand for EVs should increase relative to gas-powered vehicles. That said, once the war is over, Brent crude prices will likely fall just as they did in 2022. On the other hand, as oil prices… https://t.co/dkIYk6ciIV pic.twitter.com/vgyxgEQtQ2 Trending: Before the IPO: How One Company Quietly Locked Up 500+ Iconic Character Rights Largest Oil Supply Shock On Record, Says Goldman Sachs The current geopolitical climate has significantly impacted oil prices, with the U.S.-Iran conflict contributing to what Goldman Sachs describes as the l...
SAN JOSE, California, March 17, 2026, 06:10 PDT. Late Monday, Intel announced its Xeon 6 chips will serve as host CPUs in Nvidia’s DGX Rubin NVL8, landing Intel in a fresh wave of AI server hardware revealed at Nvidia’s GTC event. The company called the host CPU “mission-critical.” Nvidia’s own specs detail each DGX Rubin NVL8 with two Xeon 6776P CPUs alongside eight Rubin GPUs. Newsroom Timing’s ...
SAN JOSE, California, March 17, 2026, 06:10 PDT. Late Monday, Intel announced its Xeon 6 chips will serve as host CPUs in Nvidia’s DGX Rubin NVL8, landing Intel in a fresh wave of AI server hardware revealed at Nvidia’s GTC event. The company called the host CPU “mission-critical.” Nvidia’s own specs detail each DGX Rubin NVL8 with two Xeon 6776P CPUs alongside eight Rubin GPUs. Newsroom Timing’s key here. As AI spending pivots from building massive models to inference—letting trained models spit out answers on the fly—the CPU’s role grows. It’s the CPU handling data transfer, juggling tasks, keeping the GPUs fed. In a February interview, Creative Strategies analyst Ben Bajarin told Reuters this agent-like computing is showing up “more and more, and sometimes primarily, on the CPU.” Reuters Intel is carving out a firmer spot in AI infrastructure, just as boundaries separating CPU and AI chip suppliers begin to fade. On Monday, Nvidia pegged the AI chip revenue pool at $1 trillion or more through 2027 and rolled out its Vera CPU. “The inference inflection has arrived,” CEO Jensen Huang declared. Last month, Intel CEO Lip-Bu Tan said the company’s sights are set on building GPUs for data centers. Reuters Nvidia expects DGX Rubin NVL8 systems to ship in the second half of 2026, positioning them as a simpler option for customers sticking with standard server chips. On the other hand, the bigger Vera Rubin NVL72 racks feature Nvidia’s Vera CPUs—clear evidence there’s a boundary to just how far the partnership stretches. NVIDIA Blog Despite the design win, Intel’s broader turnaround remains a hefty undertaking. Back in January, the company rolled out Panther Lake—its first mass-market chip produced with the 18A process, a step up in fabrication tech—following a wave of Lunar Lake laptops that mostly came out of TSMC. The 18A rollout is central to Intel’s effort to regain manufacturing clout and claw back market share from AMD in the PC segment. Reuters Still, execution is...