SLB N.V. (NYSE:SLB) is one of the Good Stocks to Buy Now. On March 25, Reuters reported that SLB N.V. (NYSE:SLB) is deepening its partnership with Nvidia to build out advanced AI infrastructure and models for the energy sector. The report noted that this collaboration targets faster data processing, lower costs and emissions, and new […]
SLB N.V. (NYSE:SLB) is one of the Good Stocks to Buy Now. On March 25, Reuters reported that SLB N.V. (NYSE:SLB) is deepening its partnership with Nvidia to build out advanced AI infrastructure and models for the energy sector. The report noted that this collaboration targets faster data processing, lower costs and emissions, and new […]
Apple Inc. (NASDAQ:AAPL) is one of the Good Stocks to Buy Now. After a long waiting period, Apple Inc. (NASDAQ:AAPL)’s Siri is expected to get more powerful AI features and a standalone app for Mac and iPhone, as per a March 24 report by Bloomberg. Mark Gurman from Bloomberg reported that people familiar with the […]
Apple Inc. (NASDAQ:AAPL) is one of the Good Stocks to Buy Now. After a long waiting period, Apple Inc. (NASDAQ:AAPL)’s Siri is expected to get more powerful AI features and a standalone app for Mac and iPhone, as per a March 24 report by Bloomberg. Mark Gurman from Bloomberg reported that people familiar with the […]
napong rattanaraktiya/iStock via Getty Images Data services software stocks have been under pressure due to the growing capabilities of artificial intelligence. But Ram Sampath, VP for Portfolio Research with TD Asset Management, says some of these “invisible giants” can still succeed in this environment. Transcript Greg Bonnell: Our feature guest today has characterized big data services firms as...
napong rattanaraktiya/iStock via Getty Images Data services software stocks have been under pressure due to the growing capabilities of artificial intelligence. But Ram Sampath, VP for Portfolio Research with TD Asset Management, says some of these “invisible giants” can still succeed in this environment. Transcript Greg Bonnell: Our feature guest today has characterized big data services firms as the invisible giants of the markets. But what's next for these names, as investors fear that artificial intelligence can disrupt all those business models? Joining us now to discuss is Ram Sampath, VP for Portfolio Research with TD Asset Management. Great to have you back on the show. Ram Sampath: Good to be back, Greg. Greg Bonnell: All right, we're going to do some catch up now. The last time we had you on the show, we were talking about these invisible giants as a key part of the market, information services companies. Let's talk about some of the challenges now being presented by AI. Ram Sampath: Are they called as invisible giants? I think they're more so invisible ghosts, I think, at this point of time. If you think about what's happened over the last six months, the stocks are down around 45%. And in the last three months, year to date, they're down around 25%. And part of the biggest reason is AI. So AI has kind of started to disrupt the space in different ways. And the reason why is that these invisible giants, which we called before, had a lot of data. And what AI does best is summarize and analyze data as much as they can. So we thought that these were going to be winners because you had a lot of data. You can just input something on top of your data and give a more precise and fast and accurate result. But it turns out, that's not the case. People are looking at Pareto's rule, for example. So they're willing to get 80% of the answer at 20% of the time. And they are willing to sacrifice that 20% of an answer, which might be wrong. And so you have all of this pub...
Walt Disney (NYSE: DIS) can be considered a late entrant to the streaming trend. Its flagship Disney+ platform wasn't launched until November 2019, more than a decade after Netflix (NASDAQ: NFLX) introduced streaming in the U.S. Disney's delay was understandable, given that it has legacy cable-TV networks, which used to be very lucrative, to manage. These days, however, the House of Mouse is makin...
Walt Disney (NYSE: DIS) can be considered a late entrant to the streaming trend. Its flagship Disney+ platform wasn't launched until November 2019, more than a decade after Netflix (NASDAQ: NFLX) introduced streaming in the U.S. Disney's delay was understandable, given that it has legacy cable-TV networks, which used to be very lucrative, to manage. These days, however, the House of Mouse is making substantial progress with its direct-to-consumer (DTC) operations, particularly on the bottom line. How high can Disney's streaming profit go? Image source: The Motley Fool. Continue reading
Alphabet Inc. (NASDAQ:GOOGL) is one of the Good Stocks to Buy Now. On March 25, Reuters reported that Alphabet Inc. (NASDAQ:GOOGL) and Meta lost a case in Los Angeles for neglecting the harmful impacts on young people in designing their social media. The verdict found both the companies liable to pay $6 million in damages, […]
Alphabet Inc. (NASDAQ:GOOGL) is one of the Good Stocks to Buy Now. On March 25, Reuters reported that Alphabet Inc. (NASDAQ:GOOGL) and Meta lost a case in Los Angeles for neglecting the harmful impacts on young people in designing their social media. The verdict found both the companies liable to pay $6 million in damages, […]
Microsoft Corporation (NASDAQ:MSFT) is one of the Good Stocks to Buy Now. On March 25, UBS lowered its price target on Microsoft Corporation (NASDAQ:MSFT) from $600 to $510, while maintaining a Buy rating on the shares. The firm said in a research note that the reduced price target comes after analyst Karl Kierstead met Microsoft’s […]
Microsoft Corporation (NASDAQ:MSFT) is one of the Good Stocks to Buy Now. On March 25, UBS lowered its price target on Microsoft Corporation (NASDAQ:MSFT) from $600 to $510, while maintaining a Buy rating on the shares. The firm said in a research note that the reduced price target comes after analyst Karl Kierstead met Microsoft’s […]
A man has been charged with stabbing his wife, daughter and son in the western German city of Witten, resulting in the death of the 13-year-old boy, prosecutors said on Sunday. A judge at the district court in the nearby city of Bochum issued an arrest warrant on suspicion of murder and the man has been remanded in custody. The suspect has made no statement, a spokesman for the public prosecutor’s...
A man has been charged with stabbing his wife, daughter and son in the western German city of Witten, resulting in the death of the 13-year-old boy, prosecutors said on Sunday. A judge at the district court in the nearby city of Bochum issued an arrest warrant on suspicion of murder and the man has been remanded in custody. The suspect has made no statement, a spokesman for the public prosecutor’s office said. The 40-year-old German national was detained on Saturday. Police said an argument...
Leidos Holdings, Inc. (NYSE:LDOS) is one of the best defense contractor stocks to buy right now. On March 11, Leidos Holdings, Inc. (NYSE:LDOS) announced it is poised to modernize the US Air Force Cloud One Platform to enhance the deployment of secure cloud capabilities. Under a $454.9 million contract, the company is to work with […]
Leidos Holdings, Inc. (NYSE:LDOS) is one of the best defense contractor stocks to buy right now. On March 11, Leidos Holdings, Inc. (NYSE:LDOS) announced it is poised to modernize the US Air Force Cloud One Platform to enhance the deployment of secure cloud capabilities. Under a $454.9 million contract, the company is to work with […]
Welcome to CFO Briefing, a newsletter dedicated to corporate finance and what leaders need to know. This week, we get into the challenges of integrating artificial intelligence into workflows. But first, a new survey points to the optimism of chief financial officers despite war and economic uncertainty. Unrelenting optimism War. Tariffs. Rising mortgage rates. An unpredictable White House. The ba...
Welcome to CFO Briefing, a newsletter dedicated to corporate finance and what leaders need to know. This week, we get into the challenges of integrating artificial intelligence into workflows. But first, a new survey points to the optimism of chief financial officers despite war and economic uncertainty. Unrelenting optimism War. Tariffs. Rising mortgage rates. An unpredictable White House. The backdrop for business is far from certain, and still most chief financial officers are upbeat about the outlook for the US economy. A survey of more than 470 CFOs by Duke University’s Fuqua School of Business and the Federal Reserve Banks of Richmond and Atlanta found expectations for economic growth have recently improved. Responses were collected from Feb. 17 to March 5, so they include the period after the US and Israel began attacks in Iran. CFOs’ expectations for real gross domestic product growth over the next four quarters edged up to 2.1% from 1.9% in the prior survey. The probability they assign to negative economic growth over the next year fell to 11.2% from 13.3% in the previous quarter. Asked to rate their optimism about the overall US economy on a scale of zero to 100, the average response from CFOs was 61.7, up from 60.3 in the fourth quarter of 2025. Most CFOs expect hiring to continue, though primarily to replace departing workers rather than to create new roles. Few companies are planning layoffs, according to the survey. Those reducing headcount or leaving positions unfilled often cited financial constraints. Of course, a lot has happened in the three weeks since the survey was completed, and there’s no telling how much longer the war with Iran — and the destabilization of energy prices — will continue. The next monthly US employment figures are due Friday. Policymakers will be looking to the jobs report for a clearer read on payroll growth in March after a volatile start to the year. Bloomberg Economics expects nonfarm payrolls rose 80,000, reflecting a re...
asbe/iStock via Getty Images Last week's moves in the S&P500 ( SPY ) followed a familiar pattern - the Monday bounce, the Thursday drop (the 9th in a row), and the rush for the exits on Friday in fear of a weekend Iran war escalation. Unfortunately, the large gap higher on Monday meant the promising technicals I outlined last weekend only aligned on Friday, and by that time, support levels had no ...
asbe/iStock via Getty Images Last week's moves in the S&P500 ( SPY ) followed a familiar pattern - the Monday bounce, the Thursday drop (the 9th in a row), and the rush for the exits on Friday in fear of a weekend Iran war escalation. Unfortunately, the large gap higher on Monday meant the promising technicals I outlined last weekend only aligned on Friday, and by that time, support levels had no effect. This week's article looks ahead at April and Q2 and highlights a worrying shift in the bigger picture technicals that support my 2026 outlook of a large correction that could eventually target 5700. S&P 500 Monthly and Quarterly Some technicians add sophisticated indicators and signals to their charts, but I find the simple stuff works best, and the price action tells the most reliable story. SPX Quarterly (Tradingview) The price action on the quarterly chart has shifted bearish as the Q1 bar made news highs that were rejected, and it is now below the Q4 low, effectively "engulfing" its range. There are still two sessions to go until the March close, so anything could happen, but it looks very likely to close weak, and it is comparable to the patterns at the 2025 top and the 2022 top. The monthly chart tells a similar story as the March bar confirms the slow action in January and February was due to distribution. Further lows are expected in April and Q2, although April is generally a bullish month, so a recovery should set up. SPX Monthly (Tradingview) 6147-200 is major support at the breakout level. The 20SMA is at 6233. Resistance is 6775 and 7002. A DeMARK exhaustion count completed in February and is having an effect. This signal has led to a drop of at least 10% on the last 3 occasions. S&P 500 Weekly The weekly chart has a familiar bearish formation, as for the fourth time in a row, lower highs and lower lows were made, and the close was at new 2026 lows. 6520-50 support has been broken, as has the 50SMA. There isn't much compelling support now until 6147-617...
Artificial intelligence (AI) has been a tsunami propelling many tech stocks skyward in recent years, including Microsoft (NASDAQ: MSFT) , Meta Platforms (NASDAQ: META) , and, of course, Nvidia (NASDAQ: NVDA) . The picture has changed in 2026. AI is no longer seen as the tide that raises all boats. There will be losers in the artificial intelligence era, causing many stocks to fall across industrie...
Artificial intelligence (AI) has been a tsunami propelling many tech stocks skyward in recent years, including Microsoft (NASDAQ: MSFT) , Meta Platforms (NASDAQ: META) , and, of course, Nvidia (NASDAQ: NVDA) . The picture has changed in 2026. AI is no longer seen as the tide that raises all boats. There will be losers in the artificial intelligence era, causing many stocks to fall across industries such as cybersecurity and software-as-a-service. On top of that, Wall Street is questioning the justification for massive capital expenditures by tech companies. Consequently, shares of Nvidia are down about 7% in 2026 through the week ending March 20, while Meta fell 10%, and Microsoft dropped a staggering 21% in that time. Given the shifting AI current, what strategy should investors consider? As a shareholder in Microsoft, Meta, and Nvidia, here's my plan for navigating these holdings. Continue reading