primeimages The current sector rotation away from technology stocks ( VGT ), ( XLK ), ( IYW ) toward materials ( XLB ), ( VAW ), ( IYM ), industrials ( XLI ), ( VIS ), ( FXR ), and staples ( XLP ), ( VDC ), ( IYK ) is “actually quite healthy” for the broader market, according to Marc Dizard, chief investment officer at Huntington Bank. While no company is immune to the volatility caused by shiftin...
primeimages The current sector rotation away from technology stocks ( VGT ), ( XLK ), ( IYW ) toward materials ( XLB ), ( VAW ), ( IYM ), industrials ( XLI ), ( VIS ), ( FXR ), and staples ( XLP ), ( VDC ), ( IYK ) is “actually quite healthy” for the broader market, according to Marc Dizard, chief investment officer at Huntington Bank. While no company is immune to the volatility caused by shifting AI sentiment, Dizard sees opportunities emerging from what he describes as “indiscriminate selling” in some of the market’s biggest names. In an interview with CNBC, Dizard outlined a constructive macroeconomic backdrop that he believes supports continued market strength. “You’ve got inflation that’s coming down—likely to continue coming down. You have a Federal Reserve that is likely to start cutting interest rates again somewhere around mid-year. You have a labor market that’s solid, and you have GDP that’s surprising to the upside,” he said. “That’s a pretty healthy market backdrop, so you could actually see this reacceleration within the cycle itself.” Dizard acknowledged what he called the “revenge economy,” where investors are pivoting toward tangible products and old economy stocks perceived as insulated from AI disruption. However, he cautioned investors against abandoning growth-oriented tech names entirely. “We’d be cautious for investors not to get whipsawed and move all into that sector rotation,” Dizard warned, noting that some companies growing at only 3%-4% are now trading at higher valuations than firms with double-digit earnings growth expectations. The massive capital expenditure plans from major technology companies remain a key driver for the broader market, according to Dizard. He noted that Amazon ( AMZN ), Microsoft ( MSFT ), and Meta ( META ) are expected to spend nearly $1T in capex this year. “Because of that spend, that’s going to drive other earnings growth for other companies,” he explained, pointing to beneficiaries like Texas Instruments ( T...
Supreme court rules children in England who suffer serious injuries at birth can claim for future lost earnings The NHS will have to spend more money settling lawsuits involving negligence during childbirth after a supreme court ruling that lawyers said puts right a “historic injustice”. The court ruled on Wednesday that children in England who suffer catastrophic injuries while they are being bor...
Supreme court rules children in England who suffer serious injuries at birth can claim for future lost earnings The NHS will have to spend more money settling lawsuits involving negligence during childbirth after a supreme court ruling that lawyers said puts right a “historic injustice”. The court ruled on Wednesday that children in England who suffer catastrophic injuries while they are being born can claim damages for future earnings they would otherwise have had. Continue reading...
Matthew Miller, partner at Vianovo and former spokesman for the State Department, broke down his memo to clients previewing what to expect from a Democrat-led oversight committee if the party regains control of the House in the midterm elections. Miller said that there is an 'increased demand' among Democrats to go after companies that have cut deals with the White House. It could also mean attemp...
Matthew Miller, partner at Vianovo and former spokesman for the State Department, broke down his memo to clients previewing what to expect from a Democrat-led oversight committee if the party regains control of the House in the midterm elections. Miller said that there is an 'increased demand' among Democrats to go after companies that have cut deals with the White House. It could also mean attempts to gain access to information from CEOs that the Trump Administration would otherwise not release. (Source: Bloomberg)
Why Microsoft (MSFT) is back in focus for investors Recent share price pressure has pushed Microsoft (MSFT) further off its highs, putting the stock back on many investors’ watchlists as they reassess how its current valuation lines up with underlying fundamentals. See our latest analysis for Microsoft. Microsoft’s recent pullback, including a 13.7% 1 month share price decline and a 16.1% year to ...
Why Microsoft (MSFT) is back in focus for investors Recent share price pressure has pushed Microsoft (MSFT) further off its highs, putting the stock back on many investors’ watchlists as they reassess how its current valuation lines up with underlying fundamentals. See our latest analysis for Microsoft. Microsoft’s recent pullback, including a 13.7% 1 month share price decline and a 16.1% year to date share price decline to US$396.86, contrasts with its 60.4% 3 year total shareholder return...
Alibaba Group Holding (NYSE:BABA) has launched its advanced Qwen 3.5 AI model, highlighting performance and cost changes versus earlier versions. The model includes agentic features that allow it to carry out complex tasks independently across commerce and enterprise use cases. Alibaba is rolling out Qwen 3.5 across its platforms alongside a major Lunar New Year marketing campaign aimed at consume...
Alibaba Group Holding (NYSE:BABA) has launched its advanced Qwen 3.5 AI model, highlighting performance and cost changes versus earlier versions. The model includes agentic features that allow it to carry out complex tasks independently across commerce and enterprise use cases. Alibaba is rolling out Qwen 3.5 across its platforms alongside a major Lunar New Year marketing campaign aimed at consumers and business clients. The move comes as competition in China’s AI sector intensifies, with...
Live cattle futures are firm so far on Wednesday, with contracts withing 30 cents of unchanged. Cash trade has been quiet so far this week. The Wednesday Fed Cattle Exchange auction showed one lot of 138 head sold at $249 live, with the rest of the 1,541 head getting bids...
Live cattle futures are firm so far on Wednesday, with contracts withing 30 cents of unchanged. Cash trade has been quiet so far this week. The Wednesday Fed Cattle Exchange auction showed one lot of 138 head sold at $249 live, with the rest of the 1,541 head getting bids...
Looking at the universe of stocks we cover at Dividend Channel, in trading on Wednesday, shares of Getty Realty Corp. (Symbol: GTY) were yielding above the 6% mark based on its quarterly dividend (annualized to $1.94), with the stock changing hands as low as $30.84 on the day.
Looking at the universe of stocks we cover at Dividend Channel, in trading on Wednesday, shares of Getty Realty Corp. (Symbol: GTY) were yielding above the 6% mark based on its quarterly dividend (annualized to $1.94), with the stock changing hands as low as $30.84 on the day.
Looking at the universe of stocks we cover at Dividend Channel, in trading on Wednesday, shares of Public Storage (Symbol: PSA) were yielding above the 4% mark based on its quarterly dividend (annualized to $12), with the stock changing hands as low as $296.42 on the day. Divid
Looking at the universe of stocks we cover at Dividend Channel, in trading on Wednesday, shares of Public Storage (Symbol: PSA) were yielding above the 4% mark based on its quarterly dividend (annualized to $12), with the stock changing hands as low as $296.42 on the day. Divid
Wednesday is shaping up to be a banner day for Hycroft Mining (NASDAQ: HYMC) shareholders. As of 3:05 p.m. ET, the gold and silver mining stock is up an incredible 25.9%, reversing a pullback that began in late January following a huge run-up late last year and early this year, when precious metal prices began making a sizable, prolonged gain . Today's big move, however, isn't about gold and silve...
Wednesday is shaping up to be a banner day for Hycroft Mining (NASDAQ: HYMC) shareholders. As of 3:05 p.m. ET, the gold and silver mining stock is up an incredible 25.9%, reversing a pullback that began in late January following a huge run-up late last year and early this year, when precious metal prices began making a sizable, prolonged gain . Today's big move, however, isn't about gold and silver prices. It's about the amount of silver and gold in the ground at the company's mine in northwest Nevada. Simply put, Hycroft Mining is sitting on more gold and silver than believed shortly after it began earnest developmental work at its mine back in 2022. An independent mineral resource estimate prepared by Ausenco Engineering USA South, Independent Mining Consultants, and WestLand Engineering & Environmental Services completed late last month indicates 55% more "measured and indicated" gold and silver awaits mining compared to previous estimates first formed in 2023, in fact, while inferred gold resources grew 50% at the same time inferred resources of silver expanded by 38%. These figures conservatively imply a total resource value of well over $50 billion, at today's prices. Continue reading
When, on the eve of kick-off, Qarabag’s manager, Gurban Gurbanov, said Newcastle had “a style of play that does not suit us”, there were suggestions he was playing mind games. Long before half-time it was fully apparent that, if anything, Gurbanov had rather understated things. Had this been a boxing match it would surely have been stopped after a matter of minutes. Qarabag were utterly overwhelme...
When, on the eve of kick-off, Qarabag’s manager, Gurban Gurbanov, said Newcastle had “a style of play that does not suit us”, there were suggestions he was playing mind games. Long before half-time it was fully apparent that, if anything, Gurbanov had rather understated things. Had this been a boxing match it would surely have been stopped after a matter of minutes. Qarabag were utterly overwhelmed by the pace of their guests and that of Anthony Gordon in particular. Gordon scored four times, taking his tally in the Champions League this season to 10. Continue reading...