The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Ford Motor Co. (Symbol: F) presently has an above average rank, in the top 50% of the coverage universe, which suggests it...
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Ford Motor Co. (Symbol: F) presently has an above average rank, in the top 50% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors. But making Ford Motor Co. an even more interesting and timely stock to look at, is the fact that in trading on Monday, shares of F entered into oversold territory, changing hands as low as $11.80 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of Ford Motor Co., the RSI reading has hit 29.1 — by comparison, the universe of dividend stocks covered by Dividend Channel currently has an average RSI of 40.7. A falling stock price — all else being equal — creates a better opportunity for dividend investors to capture a higher yield. Indeed, F's recent annualized dividend of 0.6/share (currently paid in quarterly installments) works out to an annual yield of 4.94% based upon the recent $12.15 share price. A bullish investor could look at F's 29.1 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Among the fundamental datapoints dividend investors should investigate to decide if they are bullish on F is its dividend history. In general, dividends are not always predictable; but, looking at the history chart below can help in judging whether the most recent dividend is likely to continue. Click here to find out what 9 other oversold dividend stocks you need to know about » Also see...
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Ferguson Enterprises Inc (Symbol: FERG) presently has an excellent rank, in the top 25% of the coverage universe, which su...
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Ferguson Enterprises Inc (Symbol: FERG) presently has an excellent rank, in the top 25% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors. But making Ferguson Enterprises Inc an even more interesting and timely stock to look at, is the fact that in trading on Monday, shares of FERG entered into oversold territory, changing hands as low as $221.16 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of Ferguson Enterprises Inc, the RSI reading has hit 28.3 — by comparison, the universe of dividend stocks covered by Dividend Channel currently has an average RSI of 40.7. A falling stock price — all else being equal — creates a better opportunity for dividend investors to capture a higher yield. Indeed, FERG's recent annualized dividend of 3.56/share (currently paid in quarterly installments) works out to an annual yield of 1.55% based upon the recent $230.24 share price. A bullish investor could look at FERG's 28.3 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Among the fundamental datapoints dividend investors should investigate to decide if they are bullish on FERG is its dividend history. In general, dividends are not always predictable; but, looking at the history chart below can help in judging whether the most recent dividend is likely to continue. Click here to find out what 9 other oversold divid...
In Brief Anthropic has made good on its promise to challenge the Department of Defense in court after the agency labeled it a supply chain risk late last week. The Claude-maker filed a complaint against the Department on Monday. The complaint comes after a weeks-long conflict between Anthropic and the DOD over whether the military should have unrestricted access to Anthropic’s AI systems. Anthropi...
In Brief Anthropic has made good on its promise to challenge the Department of Defense in court after the agency labeled it a supply chain risk late last week. The Claude-maker filed a complaint against the Department on Monday. The complaint comes after a weeks-long conflict between Anthropic and the DOD over whether the military should have unrestricted access to Anthropic’s AI systems. Anthropic had two firm red lines: it didn’t want its technology to be used for mass surveillance of Americans and didn’t believe it was ready to power fully autonomous weapons with no humans making targeting and firing decisions. Defense Secretary Pete Hegseth argued that the Pentagon should have access to AI systems for “any lawful purpose.” A supply chain risk label is usually reserved for foreign adversaries, and requires any company or agency that does work with the Pentagon to certify that it doesn’t use Anthropic’s models. Anthropic called the DOD’s actions “unprecedented and unlawful” in a complaint filed in San Francisco federal court. “The Constitution does not allow the government to wield its enormous power to punish a company for its protected speech.” This story is developing. Please check back for updates.
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. KB Home (Symbol: KBH) presently has a stellar rank, in the top 10% of the coverage universe, which suggests it is among th...
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. KB Home (Symbol: KBH) presently has a stellar rank, in the top 10% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors. But making KB Home an even more interesting and timely stock to look at, is the fact that in trading on Tuesday, shares of KBH entered into oversold territory, changing hands as low as $70.1321 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of KB Home, the RSI reading has hit 29.3 — by comparison, the universe of dividend stocks covered by Dividend Channel currently has an average RSI of 45.9. A falling stock price — all else being equal — creates a better opportunity for dividend investors to capture a higher yield. Indeed, KBH's recent annualized dividend of 1/share (currently paid in quarterly installments) works out to an annual yield of 1.40% based upon the recent $71.28 share price. A bullish investor could look at KBH's 29.3 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Among the fundamental datapoints dividend investors should investigate to decide if they are bullish on KBH is its dividend history. In general, dividends are not always predictable; but, looking at the history chart below can help in judging whether the most recent dividend is likely to continue. Click here to find out what 9 other oversold dividend stocks you need to know about » Also see: The views and o...
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Live Oak Bancshares Inc (Symbol: LOB) presently has an above average rank, in the top 50% of the coverage universe, which ...
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Live Oak Bancshares Inc (Symbol: LOB) presently has an above average rank, in the top 50% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors. But making Live Oak Bancshares Inc an even more interesting and timely stock to look at, is the fact that in trading on Thursday, shares of LOB entered into oversold territory, changing hands as low as $68.995 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of Live Oak Bancshares Inc, the RSI reading has hit 28.9 — by comparison, the universe of dividend stocks covered by Dividend Channel currently has an average RSI of 47.0. A falling stock price — all else being equal — creates a better opportunity for dividend investors to capture a higher yield. Indeed, LOB's recent annualized dividend of 0.12/share (currently paid in quarterly installments) works out to an annual yield of 0.16% based upon the recent $72.91 share price. A bullish investor could look at LOB's 28.9 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Among the fundamental datapoints dividend investors should investigate to decide if they are bullish on LOB is its dividend history. In general, dividends are not always predictable; but, looking at the history chart below can help in judging whether the most recent dividend is likely to continue. Click here to find out what 9 other oversold dividend...
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Horton Inc (Symbol: DHI) presently has an above average rank, in the top 50% of the coverage universe, which suggests it i...
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Horton Inc (Symbol: DHI) presently has an above average rank, in the top 50% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors. But making Horton Inc an even more interesting and timely stock to look at, is the fact that in trading on Monday, shares of DHI entered into oversold territory, changing hands as low as $141.895 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of Horton Inc, the RSI reading has hit 27.7 — by comparison, the universe of dividend stocks covered by Dividend Channel currently has an average RSI of 40.7. A falling stock price — all else being equal — creates a better opportunity for dividend investors to capture a higher yield. Indeed, DHI's recent annualized dividend of 1.8/share (currently paid in quarterly installments) works out to an annual yield of 1.22% based upon the recent $147.26 share price. A bullish investor could look at DHI's 27.7 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Among the fundamental datapoints dividend investors should investigate to decide if they are bullish on DHI is its dividend history. In general, dividends are not always predictable; but, looking at the history chart below can help in judging whether the most recent dividend is likely to continue. Click here to find out what 9 other oversold dividend stocks you need to know about » Also se...
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Williams Sonoma Inc (Symbol: WSM) presently has an excellent rank, in the top 25% of the coverage universe, which suggests...
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Williams Sonoma Inc (Symbol: WSM) presently has an excellent rank, in the top 25% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors. But making Williams Sonoma Inc an even more interesting and timely stock to look at, is the fact that in trading on Friday, shares of WSM entered into oversold territory, changing hands as low as $139.30 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of Williams Sonoma Inc, the RSI reading has hit 29.8 — by comparison, the universe of dividend stocks covered by Dividend Channel currently has an average RSI of 45.1. A falling stock price — all else being equal — creates a better opportunity for dividend investors to capture a higher yield. Indeed, WSM's recent annualized dividend of 2.84/share (currently paid in quarterly installments) works out to an annual yield of 1.99% based upon the recent $142.58 share price. A bullish investor could look at WSM's 29.8 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Among the fundamental datapoints dividend investors should investigate to decide if they are bullish on WSM is its dividend history. In general, dividends are not always predictable; but, looking at the history chart below can help in judging whether the most recent dividend is likely to continue. Click here to find out what 9 other oversold dividend stocks you need ...
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Avient Corp (Symbol: AVNT) presently has an above average rank, in the top 50% of the coverage universe, which suggests it...
The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Avient Corp (Symbol: AVNT) presently has an above average rank, in the top 50% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors. But making Avient Corp an even more interesting and timely stock to look at, is the fact that in trading on Monday, shares of AVNT entered into oversold territory, changing hands as low as $35.22 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of Avient Corp, the RSI reading has hit 28.7 — by comparison, the universe of dividend stocks covered by Dividend Channel currently has an average RSI of 40.7. A falling stock price — all else being equal — creates a better opportunity for dividend investors to capture a higher yield. Indeed, AVNT's recent annualized dividend of 1.1/share (currently paid in quarterly installments) works out to an annual yield of 3.01% based upon the recent $36.59 share price. A bullish investor could look at AVNT's 28.7 RSI reading today as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Among the fundamental datapoints dividend investors should investigate to decide if they are bullish on AVNT is its dividend history. In general, dividends are not always predictable; but, looking at the history chart below can help in judging whether the most recent dividend is likely to continue. Click here to find out what 9 other oversold dividend stocks you need to know about » Al...
is a senior reporter who’s been covering and reviewing the latest gadgets and tech since 2006, but has loved all things electronic since he was a kid. Posts from this author will be added to your daily email digest and your homepage feed. Yashica has announced a new throwback camera called the Tank for photographers embracing the recent resurgence in the popularity of point-and-shoots. But while C...
is a senior reporter who’s been covering and reviewing the latest gadgets and tech since 2006, but has loved all things electronic since he was a kid. Posts from this author will be added to your daily email digest and your homepage feed. Yashica has announced a new throwback camera called the Tank for photographers embracing the recent resurgence in the popularity of point-and-shoots. But while Canon’s resurrected Elph 360 HS costs close to $400 and the $30 Kodak Charmera produces awful results, the Yashica Tank appears to offer a decent amount of functionality for the price. It’s available for preorder now through the company’s online store for 798 HKD, or just over $100 US, and expected to start shipping around March 27th. Inside the Tank is a ½.8-inch sensor that can capture 12-megapixel images with a “nostalgic photographic character,” the company says. You can push the photo resolution up to 36 megapixels if you’re okay with upscaling, while the camera’s video capabilities max out at 4K / 30fps. There’s also auto-focus capabilities and a built-in flash, along with features like exposure compensation, ISO adjustments up to 6,400, various white balance options, four different metering modes, and 11 photo filters to choose from. It’s relative low-res, but the Tank has a three-inch LCD preview screen that flips up for taking selfies. Image: Yashica On the back of the camera, you’ll find a 3-inch preview screen. Its resolution is a paltry 640 x 360, but it does flip up 180-degrees so you can position it facing forward for framing selfies or videos. MicroSD memory cards are supported up to 256GB in size, and the Tank comes with an 800mAh rechargeable battery. It’s not known how many shots it can accommodate, but it will probably last for a full day of shooting. On the front of the camera is a faux leather grip that comes in four colors: sky blue, black, brown, and pink marshmallow. The Tank is available in sky blue, black, brown, and pink marshmallow color options. ...
A woman who alleged she was raped by Andrew Malkinson admitted to police 22 years ago that she “wasn’t too sure it was the right man,” a court has heard. Malkinson spent 17 years in prison for an attack he did not commit in what jurors heard was a “most terrible” miscarriage of justice. Paul Quinn is now on trial at Manchester crown court accused of the 2003 rape after fresh DNA tests allegedly li...
A woman who alleged she was raped by Andrew Malkinson admitted to police 22 years ago that she “wasn’t too sure it was the right man,” a court has heard. Malkinson spent 17 years in prison for an attack he did not commit in what jurors heard was a “most terrible” miscarriage of justice. Paul Quinn is now on trial at Manchester crown court accused of the 2003 rape after fresh DNA tests allegedly linked him to the victim. Quinn’s barrister, Lisa Wilding KC, said the complainant had told Malkinson’s trial in 2004 that she was “more than 100% sure” that he was the attacker. “At no stage after that day in 2004 did you go to the police and say I’ve got that wrong,” the barrister said. The witness replied: “I did,” adding: “I can’t remember which one it was. At one of the trials I remember telling one of them that I wasn’t too sure it was the right man and they said: ‘Don’t worry, it’s just trial nerves, it will all be OK.’ I remember telling this to Helen, the detective.” The woman, who cannot be identified, told jurors she repeated these doubts to her husband “but he kept saying ‘No, we got the right person’.” Malkinson, 60, was released from prison in December 2020 after new DNA tests identified saliva from another man on her vest, the jury had been told. The court heard that Malkinson was identified by the woman in a digital ID parade three days after the alleged attack. Occasionally dabbing away tears with a tissue, the woman said she had given police a description of the man over the following hours but that it had been dark at the time of the incident. View image in fullscreen Paul Quinn is on trial accused of the 2003 rape after fresh DNA tests allegedly linked him to the victim. Photograph: Facebook Asked by Wilding whether she thought twice about giving a description of the attacker given that it was dark, the woman replied: “I didn’t think straight because I was traumatised.” She added: “I did have a face but it wasn’t clear because it was dark. I gave them the ...
Earlier this year, Novo Nordisk (NYSE: NVO) sued Hims & Hers (NYSE: HIMS) , which investors thought was the end of the telehealth company. Today, Novo not only dropped their lawsuit, they announced a partnership with Hims & Hers that will bring its branded products to the platform at a low price. Shares of Hims & Hers responded by jumping 40% and this may only be the start of the pop in shares as ...
Earlier this year, Novo Nordisk (NYSE: NVO) sued Hims & Hers (NYSE: HIMS) , which investors thought was the end of the telehealth company. Today, Novo not only dropped their lawsuit, they announced a partnership with Hims & Hers that will bring its branded products to the platform at a low price. Shares of Hims & Hers responded by jumping 40% and this may only be the start of the pop in shares as peptides and other treatments come to the Hims & Hers platform. *Stock prices used were end-of-day prices of March 9, 2026. The video was published on March 9, 2026. Continue reading
If you thought Anthropic was about to run away with the enterprise AI business...you're not totally off the mark, actually. This morning, Microsoft announced "Copilot Cowork" a new cloud-based AI agentic automation tool within Microsoft's existing AI tool 365 Copilot, except now it can complete work on users' behalf across many Microsoft apps, instead of contained within each one. If it sounds sus...
If you thought Anthropic was about to run away with the enterprise AI business...you're not totally off the mark, actually. This morning, Microsoft announced "Copilot Cowork" a new cloud-based AI agentic automation tool within Microsoft's existing AI tool 365 Copilot, except now it can complete work on users' behalf across many Microsoft apps, instead of contained within each one. If it sounds suspiciously similar to Anthropic's own "Claude Cowork" applications for Mac and Windows (released in January and February of 2026, respectively) that's to be expected — as Microsoft and Anthropic worked together on this new feature. Copilot Cowork is the centerpiece of what Microsoft is calling "Wave 3" of Microsoft 365 Copilot — a sweeping platform update that also brings agentic capabilities directly into individual Office apps, makes Anthropic's Claude models available in mainline Copilot Chat, and introduces new enterprise pricing tiers designed to bundle AI productivity with security and governance. Anthropic's initial Claude Cowork applications released in the first two months of 2026 helped trigger a $285 billion selloff in enterprise software stocks as investors repriced companies whose core functionality — project management, writing, data analysis, workflow automation — overlapped with what Anthropic's AI could do. Thus, to some AI power users and observers in business and tech who have shared their views on X, the arrival of the closely named and similarly featured Copilot Cowork appears to be an instance of Microsoft playing "catch up." Like Claude Cowork, Copilot Cowork users to delegate complex, multi-step tasks to an AI agent that plans, executes, and delivers finished work — in this case, the AI is able to move across and use all the tools and features of Microsoft's Outlook, Teams, Excel, PowerPoint, and other M365 applications. CEO Satya Nadella promoted the launch on X, writing: "Announcing Copilot Cowork, a new way to complete tasks and get work done in M3...
Municipal bonds are often marketed as the safe, tax efficient corner of fixed income. In many cases, that reputation is deserved. Most municipal bonds are investment grade and backed by relatively stable sources of revenue such as property taxes, toll roads, or utility payments. However, the municipal bond market is far from uniform, and many ... The IRS “Coupon” You’re Not Using: How to Generate ...
Municipal bonds are often marketed as the safe, tax efficient corner of fixed income. In many cases, that reputation is deserved. Most municipal bonds are investment grade and backed by relatively stable sources of revenue such as property taxes, toll roads, or utility payments. However, the municipal bond market is far from uniform, and many ... The IRS “Coupon” You’re Not Using: How to Generate Low Risk 4% Tax-Free Returns Without Touching Muni Bonds
Attempted attack with explosives in New York City investigated as "ISIS-inspired terrorism" toggle caption Joseph B. Frederick/AP New York City police commissioner Jessica Tisch said on Monday that an attempted bomb attack during a protest on Saturday outside Mayor Zohran Mamdani's official residence is being investigated by the NYPD and the FBI as "act of ISIS-inspired terrorism." Australian offi...
Attempted attack with explosives in New York City investigated as "ISIS-inspired terrorism" toggle caption Joseph B. Frederick/AP New York City police commissioner Jessica Tisch said on Monday that an attempted bomb attack during a protest on Saturday outside Mayor Zohran Mamdani's official residence is being investigated by the NYPD and the FBI as "act of ISIS-inspired terrorism." Australian officials say ISIS, also known as the Islamic State, inspired the deadly Bondi Beach terror attack last year that killed 15 people and left dozens more seriously injured. At a press conference, Tisch said federal charges are expected to be unsealed soon against two men allegedly involved in the incident. Sponsor Message She identified the suspects, who are both in custody, as Emir Balat, 18, and Ibrahim Kayumi, 19, both from Pennsylvania. "These were not hoax devices nor smoke bombs. They were improvised explosive devices that could have caused serious injury or death," Tisch said, referring to two devices thrown on Saturday. According to Tisch, at least one of the devices was made with triacetone triperoxide, or TATP, a chemical widely used by IED bomb-makers around the world. "Devices like these have the potential to cause devastating harm," she said. NYPD officials say a third device, which did not contain explosive material, was also identified and disposed of on Sunday in a vehicle nearby. The incident occurred during an anti-Muslim protest on Saturday organized by far-right activist Jake Lang that targeted Mamdani, who is New York City's first Muslim mayor. The non-violent rally attracted counter-protesters. Officials say Balat and Kayumi then allegedly targeted the right-wing protesters with the explosive devices. At Monday's press conference, Mamdani condemned the original protest as inspired by "bigotry" but he described political violence as unacceptable. "Many of the counter-protesters met this display of bigotry peacefully," Mamdani said. "A few did not. Two men, Am...
DKosig Bay Area Ideas has upgraded SoFi Technologies ( SOFI ), citing accelerating member growth and attractive valuation as catalysts for a new leg up. Meanwhile, Summit Research sees Apple ( AAPL ) as a dark-horse winner in the emerging AI agent landscape, with rising demand for hardware to isolate agentic workloads. On the downside, Bela Lakos has downgraded Lowe’s ( LOW ) amid persistent consu...
DKosig Bay Area Ideas has upgraded SoFi Technologies ( SOFI ), citing accelerating member growth and attractive valuation as catalysts for a new leg up. Meanwhile, Summit Research sees Apple ( AAPL ) as a dark-horse winner in the emerging AI agent landscape, with rising demand for hardware to isolate agentic workloads. On the downside, Bela Lakos has downgraded Lowe’s ( LOW ) amid persistent consumer confidence and housing market headwinds. JR Research has also lowered rating on Adobe ( ADBE ), warning that generative AI competitors like Figma and Canva are eroding the software giant’s competitive moat. Upgrades SoFi Technologies ( SOFI ): Upgrade to Buy by Bay Area Ideas . The analyst points to a disconnect between the company’s strong fundamentals and its multiyear low valuation, noting accelerating growth metrics as catalysts for upside. “While revenue guidance could have been stronger, the outlook is overall solid. In my view, the valuation has also come down too much, and their CEO's recent purchases of stock show that there's opportunity. Therefore, I have decided to upgrade SoFi to a buy rating now.” Apple ( AAPL ): Upgrade to Long by Summit Research . The rise of AI agents is driving consumer demand for affordable PCs to isolate agentic workloads, positioning Apple’s hardware lineup for an opportunistic upside surprise without requiring costly AI capex investment. “Emerging agentic momentum is expected to help Apple offset near-term operational concerns pertaining to iPhone supply availability, memory price implications, as well as its long-delayed AI Siri update. More importantly, the incremental tailwind has seemingly landed on Apple’s lap without any material spending uplift or direct participation in the AI capex arms race, aligning instead with its existing Mac refresh roadmap.” Downgrades Lowe’s Companies ( LOW ): Downgrade Hold to Sell by Bela Lakos . Challenging macroeconomic conditions, specifically declining consumer confidence and housing market h...
DKosig Bay Area Ideas has upgraded SoFi Technologies ( SOFI ), citing accelerating member growth and attractive valuation as catalysts for a new leg up. Meanwhile, Summit Research sees Apple ( AAPL ) as a dark-horse winner in the emerging AI agent landscape, with rising demand for hardware to isolate agentic workloads. On the downside, Bela Lakos has downgraded Lowe’s ( LOW ) amid persistent consu...
DKosig Bay Area Ideas has upgraded SoFi Technologies ( SOFI ), citing accelerating member growth and attractive valuation as catalysts for a new leg up. Meanwhile, Summit Research sees Apple ( AAPL ) as a dark-horse winner in the emerging AI agent landscape, with rising demand for hardware to isolate agentic workloads. On the downside, Bela Lakos has downgraded Lowe’s ( LOW ) amid persistent consumer confidence and housing market headwinds. JR Research has also lowered rating on Adobe ( ADBE ), warning that generative AI competitors like Figma and Canva are eroding the software giant’s competitive moat. Upgrades SoFi Technologies ( SOFI ): Upgrade to Buy by Bay Area Ideas . The analyst points to a disconnect between the company’s strong fundamentals and its multiyear low valuation, noting accelerating growth metrics as catalysts for upside. “While revenue guidance could have been stronger, the outlook is overall solid. In my view, the valuation has also come down too much, and their CEO's recent purchases of stock show that there's opportunity. Therefore, I have decided to upgrade SoFi to a buy rating now.” Apple ( AAPL ): Upgrade to Long by Summit Research . The rise of AI agents is driving consumer demand for affordable PCs to isolate agentic workloads, positioning Apple’s hardware lineup for an opportunistic upside surprise without requiring costly AI capex investment. “Emerging agentic momentum is expected to help Apple offset near-term operational concerns pertaining to iPhone supply availability, memory price implications, as well as its long-delayed AI Siri update. More importantly, the incremental tailwind has seemingly landed on Apple’s lap without any material spending uplift or direct participation in the AI capex arms race, aligning instead with its existing Mac refresh roadmap.” Downgrades Lowe’s Companies ( LOW ): Downgrade Hold to Sell by Bela Lakos . Challenging macroeconomic conditions, specifically declining consumer confidence and housing market h...
wellesenterprises/iStock Editorial via Getty Images In my stance, Nvidia Corporation ( NVDA ) stock still holds the single-seller kind of status within the $100 trillion AI industrial shift. To answer why? Since my last coverage, Nvidia is expanding its moat from silicon to full-stack infrastructure (NVLink 6, BlueField-4, and the Groq acquisition for low-latency inference). Nvidia’s advantage in ...
wellesenterprises/iStock Editorial via Getty Images In my stance, Nvidia Corporation ( NVDA ) stock still holds the single-seller kind of status within the $100 trillion AI industrial shift. To answer why? Since my last coverage, Nvidia is expanding its moat from silicon to full-stack infrastructure (NVLink 6, BlueField-4, and the Groq acquisition for low-latency inference). Nvidia’s advantage in the emergent Agentic and Physical AI space (through Cosmos and Alpamayo) greenticks the solidity of its Terminal Value. However, even with all that, in the mid-term, Nvidia stock is trapped in a cyclical valuation compression. I do not want to repeat the Q4 earnings data , but Nvidia stock price is moving within a range despite 73% YoY top line growth and 82% YoY non-GAAP EPS growth in Q4-FY2026. Nvidia stock failed to rally post-Q3, in my opinion, indicating that Wall Street is discounting peak forward growth. The technical breakdown on the weekly charts marks institutional consensus that hyperscaler CapEx ($700 billion projected for 2026) is hitting a sentiment ceiling relative to their FCF. Nvidia stock seems to be a victim of the law of large numbers as Wall Street may be thinking you cannot continuously compound a $4.32 Trillion mCap when the buyers [CSPs] are countering high infrastructure depreciation issues and debt issuance pressures. Therefore, Nvidia stock is a Strong Buy at $177.82 ( ahead Of GTC 2026 ) as it looks weak only at the technical/short-term risk-reward lens. Nvidia IR Moreso, it is not like I am ignoring major risks to the thesis. The first one is the Hyperscaler FCF collapse. Obviously, if Amazon ( AMZN )/Microsoft ( MSFT ) signal a pause in H2-2026 AI infrastructure spending based on negative cash flows/lack of localized ROI, NVDA’s forward P/E can contract sharply. The second one is the geopolitical schism. The 75,000 H200 cap and 25% tariffs on China, along with China's mandate for 50% localized equipment, risk permanently locking Nvidia out of a...
wellesenterprises/iStock Editorial via Getty Images In my stance, Nvidia Corporation ( NVDA ) stock still holds the single-seller kind of status within the $100 trillion AI industrial shift. To answer why? Since my last coverage, Nvidia is expanding its moat from silicon to full-stack infrastructure (NVLink 6, BlueField-4, and the Groq acquisition for low-latency inference). Nvidia’s advantage in ...
wellesenterprises/iStock Editorial via Getty Images In my stance, Nvidia Corporation ( NVDA ) stock still holds the single-seller kind of status within the $100 trillion AI industrial shift. To answer why? Since my last coverage, Nvidia is expanding its moat from silicon to full-stack infrastructure (NVLink 6, BlueField-4, and the Groq acquisition for low-latency inference). Nvidia’s advantage in the emergent Agentic and Physical AI space (through Cosmos and Alpamayo) greenticks the solidity of its Terminal Value. However, even with all that, in the mid-term, Nvidia stock is trapped in a cyclical valuation compression. I do not want to repeat the Q4 earnings data , but Nvidia stock price is moving within a range despite 73% YoY top line growth and 82% YoY non-GAAP EPS growth in Q4-FY2026. Nvidia stock failed to rally post-Q3, in my opinion, indicating that Wall Street is discounting peak forward growth. The technical breakdown on the weekly charts marks institutional consensus that hyperscaler CapEx ($700 billion projected for 2026) is hitting a sentiment ceiling relative to their FCF. Nvidia stock seems to be a victim of the law of large numbers as Wall Street may be thinking you cannot continuously compound a $4.32 Trillion mCap when the buyers [CSPs] are countering high infrastructure depreciation issues and debt issuance pressures. Therefore, Nvidia stock is a Strong Buy at $177.82 ( ahead Of GTC 2026 ) as it looks weak only at the technical/short-term risk-reward lens. Nvidia IR Moreso, it is not like I am ignoring major risks to the thesis. The first one is the Hyperscaler FCF collapse. Obviously, if Amazon ( AMZN )/Microsoft ( MSFT ) signal a pause in H2-2026 AI infrastructure spending based on negative cash flows/lack of localized ROI, NVDA’s forward P/E can contract sharply. The second one is the geopolitical schism. The 75,000 H200 cap and 25% tariffs on China, along with China's mandate for 50% localized equipment, risk permanently locking Nvidia out of a...
Trump is using immigration policy to suppress speech, lawsuit claims toggle caption Anna Moneymaker, Janos Kummer and Heather Diehl/Getty Images An adjunct professor at a university in the eastern U.S. who studies online harms to children has left the country because they are not an American citizen and fear being denied a visa or deported. At another university in the Northeast, a content moderat...
Trump is using immigration policy to suppress speech, lawsuit claims toggle caption Anna Moneymaker, Janos Kummer and Heather Diehl/Getty Images An adjunct professor at a university in the eastern U.S. who studies online harms to children has left the country because they are not an American citizen and fear being denied a visa or deported. At another university in the Northeast, a content moderation expert who has permanent resident status has shifted their focus to more "politically neutral" topics and stopped traveling internationally. A professor in the South who studies the role of media in American politics has ceased publishing op-eds on their research and decided not to hold public events to promote a new book they wrote on disinformation, because they're worried they will lose their H-1B visa. These accounts from people who would only speak anonymously are detailed in a new lawsuit filed against the Trump administration in Washington, D.C., federal court on Monday. Sponsor Message They are among a host of noncitizen academics and independent researchers who are living in "pervasive fear" of immigration enforcement that's having "chilling effects" on independent research and advocacy, the lawsuit alleges. The suit accuses the administration of violating the First Amendment with an official policy to deny visas to or deport noncitizens who work on or study social media platforms, fact-checking or other activities the government deems "censorship" of Americans' speech. It argues that amounts to unconstitutional viewpoint discrimination. "The Trump administration is engaged in a brazen and far-reaching campaign of censorship while cynical and falsely claiming that censorship is what it's fighting," the complaint says. The suit names Secretary of State Marco Rubio, outgoing Homeland Security Secretary Kristi Noem and Attorney General Pam Bondi as defendants. The State, Homeland Security, and Justice Departments didn't immediately respond to requests for comment....
In this article Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 6:31 06:31 Oil prices will 'destroy' demand until supply goes back up, says ClearView's Kevin Book Squawk Box The U.S. war against Iran has triggered the largest oil supply disruption in history, more than double the previous record set during the Middle East crisis of the 1950s, according to an analysis by consulting ...
In this article Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 6:31 06:31 Oil prices will 'destroy' demand until supply goes back up, says ClearView's Kevin Book Squawk Box The U.S. war against Iran has triggered the largest oil supply disruption in history, more than double the previous record set during the Middle East crisis of the 1950s, according to an analysis by consulting firm Rapidan Energy. About 20% of the world's oil supply has been disrupted for nine days now as tanker traffic through the Strait of Hormuz remains at a standstill. Crude prices have surged above $100 per barrel in response. The biggest disruption before the current war was during the Suez Crisis of 1956 when Britain, France and Israel invaded Egypt's Sinai Peninsula, the energy consulting firm told clients in a Sunday note. In that crisis, about 10% of the world's oil supply at the time was disrupted. Oil supply disruptions compared Crisis Supply disrupted Spare capacity available (% of World) Capacity location Suez Crisis (1956-57) 10% 35% U.S., some in Gulf Arab Oil Embargo (1973) 7% 8% Saudi/Gulf Iran Revolution (1978-79) 5% 5% Saudi Gulf War (1990-91) 9% 4% Saudi Iran War (2026) 20% 0% N/A - Disrupted Source: Rapidan Energy The disruption triggered by the closure of the Strait is nearly three times the size of the shock caused by the Arab oil embargo of 1973, Rapidan analysts told clients. The Arab embargo disrupted about 7% of global supplies. The big difference between the supply shock of the Iran war and past crises is the world has no spare oil capacity to address the problem, the analysts said. Saudi Arabia and the United Arab Emirates hold the overwhelming majority of swing capacity but they have been cut off from the global oil market by the Hormuz closure, the analysts said. "The conflict has not only taken offline a historically high share of global supply – it has simultaneously disrupted the primary holders of spare capacity," the Rapidan analysts said. "Th...