We just covered the Graham Stephan Stock Portfolio: Top 11 Stocks and Microsoft Corporation (NASDAQ:MSFT) ranks 2nd on this list. Microsoft Corporation (NASDAQ:MSFT) features on our list of the top stock picks of Graham Stephan because it is a popular holding in the index funds that Stephan often asks his followers to buy and hold. Hedge funds are also bullish on the stock. The primary operational...
We just covered the Graham Stephan Stock Portfolio: Top 11 Stocks and Microsoft Corporation (NASDAQ:MSFT) ranks 2nd on this list. Microsoft Corporation (NASDAQ:MSFT) features on our list of the top stock picks of Graham Stephan because it is a popular holding in the index funds that Stephan often asks his followers to buy and hold. Hedge funds are also bullish on the stock. The primary operational reason investors are buying Microsoft is the sheer velocity of the cloud architecture, which continues to beat Wall Street expectations. In Q3 2026, Microsoft reported total revenue of $82.9 billion, a powerful 18% year-over-year increase that beat analyst projections of $81.29 billion. Microsoft Cloud revenue reached $54.5 billion, expanding 29% year-on-year. Microsoft (MSFT) Stock: Truist Raises Price Target to $675, Reiterates Buy Underpinning this, Microsoft Corporation (NASDAQ:MSFT) Azure and other cloud services grew by an outstanding 40%, proving that corporations are shifting more workloads to the Microsoft ecosystem. Net income jumped 23% to $31.8 billion, delivering a diluted GAAP EPS of $4.27, crushing the consensus estimate of $4.05. CEO Satya Nadella has revealed that Microsoft’s AI business has surpassed a $37 billion Annualized Revenue Run Rate (ARR), skyrocketing 123% year-over-year. Paid Microsoft 365 Copilot seats climbed to over 20 million, marking a 33% sequential jump from the 15 million reported just three months prior. Commercial Remaining Performance Obligations surged 99% to $627 billion. 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: Growth Stock Portfolio: 12 Stock Picks by Carl C. Icahn and Chris Rokos Stock Portfolio: Top 10 Stock Picks...
We just covered the Graham Stephan Stock Portfolio: Top 11 Stocks and Microsoft Corporation (NASDAQ:MSFT) ranks 2nd on this list. Microsoft Corporation (NASDAQ:MSFT) features on our list of the top stock picks of Graham Stephan because it is a popular holding in the index funds that Stephan often asks his followers to buy and hold. Hedge funds are also bullish on the stock. The primary operational...
We just covered the Graham Stephan Stock Portfolio: Top 11 Stocks and Microsoft Corporation (NASDAQ:MSFT) ranks 2nd on this list. Microsoft Corporation (NASDAQ:MSFT) features on our list of the top stock picks of Graham Stephan because it is a popular holding in the index funds that Stephan often asks his followers to buy and hold. Hedge funds are also bullish on the stock. The primary operational reason investors are buying Microsoft is the sheer velocity of the cloud architecture, which continues to beat Wall Street expectations. In Q3 2026, Microsoft reported total revenue of $82.9 billion, a powerful 18% year-over-year increase that beat analyst projections of $81.29 billion. Microsoft Cloud revenue reached $54.5 billion, expanding 29% year-on-year. Microsoft (MSFT) Stock: Truist Raises Price Target to $675, Reiterates Buy Underpinning this, Microsoft Corporation (NASDAQ:MSFT) Azure and other cloud services grew by an outstanding 40%, proving that corporations are shifting more workloads to the Microsoft ecosystem. Net income jumped 23% to $31.8 billion, delivering a diluted GAAP EPS of $4.27, crushing the consensus estimate of $4.05. CEO Satya Nadella has revealed that Microsoft’s AI business has surpassed a $37 billion Annualized Revenue Run Rate (ARR), skyrocketing 123% year-over-year. Paid Microsoft 365 Copilot seats climbed to over 20 million, marking a 33% sequential jump from the 15 million reported just three months prior. Commercial Remaining Performance Obligations surged 99% to $627 billion. 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: Growth Stock Portfolio: 12 Stock Picks by Carl C. Icahn and Chris Rokos Stock Portfolio: Top 10 Stock Picks...
We just covered the Graham Stephan Stock Portfolio: Top 11 Stocks and Apple Inc. (NASDAQ:AAPL) ranks 1st on this list. Apple Inc. (NASDAQ:AAPL) appears on our list of the top stock picks of Graham Stephan because it is a popular holding in the index funds that Stephan often asks his followers to buy and hold. Institutional investors are echoing Stephan in this regard. Apple posted a record-breakin...
We just covered the Graham Stephan Stock Portfolio: Top 11 Stocks and Apple Inc. (NASDAQ:AAPL) ranks 1st on this list. Apple Inc. (NASDAQ:AAPL) appears on our list of the top stock picks of Graham Stephan because it is a popular holding in the index funds that Stephan often asks his followers to buy and hold. Institutional investors are echoing Stephan in this regard. Apple posted a record-breaking $111.2 billion in revenue in Q2 2026, marking an impressive 17% year-over-year surge and easily outpacing Wall Street’s $108.92 billion consensus estimate. Net income reached $29.6 billion, translating to a March-quarter record diluted EPS of $2.01, up 22% year-over-year and crushing the $1.93 estimate. Jim Cramer on Apple (AAPL): “Doesn’t Hurt That They’ve Avoided Spending Hundreds of Billions of Dollars on Data Centers” For the first six months of fiscal 2026, Apple Inc. (NASDAQ:AAPL) generated $254.9 billion in total net sales, up 16% compared to the first half of fiscal 2025. iPhone revenue for the quarter alone hit a March-record $57 billion, growing 22% year-over-year. Services revenue hit an all-time record of $31 billion, growing 16% year-over-year. Total company gross margin expanded to 49.3%, strongly supported by the Services segment maintaining a gross margin above 76%. This allows Apple to absorb rising advanced chip manufacturing and memory component costs without eroding bottom-line returns. Apple officially confirmed that its installed base of active devices has crossed an all-time high of 2.5 billion active devices globally. While we acknowledge the potential of AAPL 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: Growth Stock Portfolio: 12 Stock Picks by Carl C. Icahn and Chris Rokos Stock...
They said: "In his role as a bus driver, he was punctual, reliable and willing to help. He valued good relationships with his colleagues and approached his duties with care and dedication."
They said: "In his role as a bus driver, he was punctual, reliable and willing to help. He valued good relationships with his colleagues and approached his duties with care and dedication."
The AI trade has had favorites. NVIDIA, Microsoft, Alphabet, and Meta have carried the narrative, while two enterprise tech giants have quietly compounded earnings and built backlogs that few retail investors are talking about. With the S&P 500 up 8% year to date, the setup for these laggards looks asymmetric heading into the back half ... These 2 AI Giants Have Been Dormant. That’s Exactly Why Th...
The AI trade has had favorites. NVIDIA, Microsoft, Alphabet, and Meta have carried the narrative, while two enterprise tech giants have quietly compounded earnings and built backlogs that few retail investors are talking about. With the S&P 500 up 8% year to date, the setup for these laggards looks asymmetric heading into the back half ... These 2 AI Giants Have Been Dormant. That’s Exactly Why They Might Surprise Investors
Trump Order Increases Scrutiny Of Illegal Immigrants' Banking Activity Authored by Aldgra Fredly via The Epoch Times, President Donald Trump signed an executive order on May 19 directing Treasury Secretary Scott Bessent to provide banks with an advisory on financial risks posed by individuals living in the country illegally. In his order, Trump urged banks to pay attention to credit risks posed by...
Trump Order Increases Scrutiny Of Illegal Immigrants' Banking Activity Authored by Aldgra Fredly via The Epoch Times, President Donald Trump signed an executive order on May 19 directing Treasury Secretary Scott Bessent to provide banks with an advisory on financial risks posed by individuals living in the country illegally. In his order, Trump urged banks to pay attention to credit risks posed by offering mortgage loans, car loans, credit cards, and other consumer credit products “to the inadmissible and removable alien population.” “Many of those borrowers face the possibility of the loss of wages due to removal or their employers’ decisions to comply with immigration law,” the president stated. “Lending to aliens without legal work authorization or who face a substantial loss-of-wage risk creates a structural ‘ability to repay’ deficiency that undermines the safety and soundness of the national banking system.” The order directs Bessent to issue an advisory to banks on identifying red flags tied to payroll tax evasion by employers or labor brokers, as well as accounts opened in another person’s name to obscure the real beneficial owner’s identity. Other warning signs highlighted in the order include the use of payment services that are unregistered with regulators to make “off-the-books” wage payments—meaning that employers did not report wages to authorities—labor trafficking, and the use of individual taxpayer identification numbers to obtain credit products or open bank accounts without verified lawful immigration status in the United States. The order also requires the Treasury Department to consult with financial regulators and propose changes to the Bank Secrecy Act that would allow banks and other financial institutions to obtain customer identity information. The proposed changes would allow banks to collect information on whether account holders have “lawful immigration status and employment authorization in the United States when such information is rel...
Key Points Ategra Capital Management sold 39,577 shares of Axos Financial in the first quarter; the estimated transaction value was $4 million based on quarterly average prices. The quarter-end value of the Axos Financial position decreased by $3.53 million, reflecting both trading and price movement. The move represents a 1.79% change in fund AUM based on transaction value. The quarter-end stake ...
Key Points Ategra Capital Management sold 39,577 shares of Axos Financial in the first quarter; the estimated transaction value was $4 million based on quarterly average prices. The quarter-end value of the Axos Financial position decreased by $3.53 million, reflecting both trading and price movement. The move represents a 1.79% change in fund AUM based on transaction value. The quarter-end stake stood at 113,765 shares valued at $9.68 million. 10 stocks we like better than Axos Financial › Ategra Capital Management reduced its stake in Axos Financial (NYSE:AX) by 39,577 shares in the first quarter, an estimated $3.61 million trade based on quarterly average pricing, according to a May 15, 2026, SEC filing. What happened According to the SEC filing dated May 15, 2026, Ategra Capital Management sold 39,577 shares of Axos Financial in the first quarter. The estimated transaction value was $3.61 million, calculated using the mean unadjusted close for the quarter. The fund’s position in Axos Financial ended the period at 113,765 shares, with a quarter-end value of $9.68 million. What else to know This was a reduction of Ategra’s Axos Financial stake, which now makes up 4.81% of its 13F reportable AUM. Top holdings after the filing: NYSE: TFC: $18.19 million NASDAQ:FISI: $17.89 million (10.5% of AUM) NYSE: BBT: $15.34 million NYSE: CFG: $14.91 million NASDAQ:HWBK: $11.54 million (6.8% of AUM) As of May 14, 2026, shares of Axos Financial were priced at $83.44, up about 19% over the past year and underperforming the S&P 500, which is instead up about 25%. Company Overview Metric Value Revenue (TTM) $1.4 billion Net Income (TTM) $476.1 million Price (as of market close 2026-05-14) $83.44 Company snapshot Axos offers consumer and business banking products, including deposit accounts, mortgage loans, commercial lending, auto loans, and securities-backed loans. The firm serves individual consumers, small businesses, and institutional clients across the United States. It operat...
Key Points Target reported 6% comp growth and beat estimates on top and bottom lines. Management expressed some cautiousness about the rest of the year. There's a lot of uncertainty around consumer spending right now. 10 stocks we like better than Target › After years of slogging through the retail wilderness, Target (NYSE: TGT) had good news for investors on Wednesday: It's alive. The retailer su...
Key Points Target reported 6% comp growth and beat estimates on top and bottom lines. Management expressed some cautiousness about the rest of the year. There's a lot of uncertainty around consumer spending right now. 10 stocks we like better than Target › After years of slogging through the retail wilderness, Target (NYSE: TGT) had good news for investors on Wednesday: It's alive. The retailer surprised the market with comparable sales up 5.6%, its best performance in years, on a 4.7% increase in comparable traffic, showing that customers are returning to its stores. New CEO Michael Fiddelke said that the results "were stronger than expected, providing encouraging early signs that our clarified strategy is resonating with our guests." 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 » Overall revenue rose 6.7% to $25.44 billion, which easily beat estimates at $24.66 billion. The company also delivered margin improvement with an adjusted operating margin up from 3.7% to 4.5%, and adjusted earnings per share rose from $1.30 to $1.71, ahead of the consensus at $1.46. Among the highlights in Q1 were that sales increased in all six of its core merchandising categories, and it reported 27% growth in same-day delivery on digital sales growth of 8.9%. Non-merchandise sales, which includes membership programs like Target Circle 360 as well as its Roundel media network grew nearly 25%. Target also raised its guidance for the full year, saying it now expected net sales to grow around 4%, compared to a previous range of 2%, and for net sales to grow every quarter this year. It called for a full-year operating margin of at least 4.8%, up from the 4.6% in reported in 2025, and it sees adjusted EPS near the high end of its previous guidance range of $7.50-$8.50. Target stock was up in pre-market trading, but it di...