Software Stocks Are in Bargain Territory — and That’s Reviving an Age-Old...
Software valuations have fallen to their lowest in five years, with the iShares Expanded Tech-Software Sector ETF trading at a forward P/E of 22 versus a 34‑year average. Value investors are attracted, but the apparent cheapness is clouded by high stock‑based compensation (SBC) that many firms exclude from non‑GAAP earnings. Companies like Nvidia have begun reincluding SBC, while others such as SoundHound AI and Cloudflare show SBC exceeding 20% of revenue, raising dilution concerns. Share‑buyback programs from ServiceNow and Shopify aim to offset dilution and restore confidence.
Retirees, Steel Yourselves: Global Crises Might Rattle the Markets, but T...
The Iran conflict has triggered modest market turbulence, pulling the S&P 500 down about 3.7% since late February while oil prices and inflation expectations rise. Financial advisers warn that retirees in the “fragile decade” must guard against sequence‑of‑returns risk, which can...
This Is when Trump Will Need an Iran-Conflict Offramp if Oil Prices Aren’...
President Donald Trump’s team is scrambling for measures to curb soaring crude prices as the Iran‑Israel war enters its third week. Options on the table include a U.S. Navy escort for tankers in the Strait of Hormuz and a rapid...
Major U.S. Ports Navigate Uncertainty as War with Iran Threatens Global S...
U.S. container ports are bolstering security and coping with sharply higher bunker‑fuel costs as the Iran‑Israel conflict escalates. While the Strait of Hormuz remains largely closed, shippers are rerouting around the chokepoint, extending voyage times and raising freight expenses. Major...
How CoreWeave’s ‘Situationship’ with Big Tech Could Cause a 30% Stock Dro...
CoreWeave, the leading GPU‑cloud provider, faces a steep valuation correction as Bernstein analysts warn that its $30 billion capital‑expenditure plan will generate $23 billion of negative free cash flow in 2026. The firm’s biggest customers—Microsoft, Meta and other hyperscalers—are rapidly expanding their...
These 4 Cybersecurity Stocks Are Wall Street’s Favorite AI-Proof Plays
Wall Street is betting on cybersecurity firms as AI agents expand enterprise traffic. Analysts highlight CrowdStrike, Palo Alto Networks, Cloudflare and Okta as the top AI‑proof plays, citing strong platform capabilities and favorable valuation metrics. The iShares Cybersecurity ETF outperformed...
Retreating but Not Defeated: AUD/USD Bulls Find Hope in Technical Support...
AUD/USD dropped more than 1% from its multi‑year peak as the U.S. dollar rallied on heightened safe‑haven demand. Inflation expectations in Australia rose to 5.2%, prompting markets to price a 78% chance of a 25‑basis‑point RBA hike at the March...
Ulta Beauty Says It’s ‘Increasingly Mindful’ of Effects that Global Confl...
Ulta Beauty posted quarterly results that fell short of analysts' expectations, prompting an after‑hours share decline. The retailer trimmed its profit forecast and lowered its same‑store sales outlook for the year, citing more selective consumer spending. CEO Mary Dillon emphasized...
‘I’m so Screwed’: How Can I Afford to Care for a Mom with Dementia and Se...
A 50‑year‑old caregiver in California faces mounting costs caring for a mother with dementia while funding a teenager’s college. The column highlights that caregivers are not legally required to pay out‑of‑pocket and urges early engagement with local Area Agencies on...
‘I Have Lost Nearly Everything’: My Mother’s Trustee Changed Her $1 Milli...
A Florida beneficiary alleges the trustee of his mother’s $1 million estate coerced a will change, paid herself, and ignored the beneficiary’s entitlement to half the assets. The beneficiary’s attorney, who billed a 40% contingency that later rose to 70%, demanded...
Chart Alert: Hang Seng Index Recovered at 24,765, Bulls Need to Break Abo...
The Hang Seng Index rebounded to 24,765, reclaiming its 200‑day moving average after a 1.6% intraday gain. Over the past ten days, it fell only 3.3% while China’s CSI 300 slipped 1.1%, outpacing regional peers hit by oil‑driven stagflation fears. Policy...
YouTube Is Now the World’s Largest Media Company, and It Is only Getting ...
YouTube became the world’s largest media company in 2025, posting $62.3 billion in revenue, edging out Disney’s $60.9 billion. The platform’s dual‑revenue model—advertising and subscriptions—delivered over $40 billion from ads and about a third of revenue from YouTube TV, Premium and NFL Sunday...
Fed ‘Utterly Paralyzed’ as Iran Conflict Stokes Stagflation Fears
The Federal Reserve entered 2026 optimistic about a soft landing, but the sudden Iran‑Israel conflict has driven crude above $95 per barrel, pushing gasoline prices to record highs and reviving cost‑push inflation concerns. A weak jobs report further erodes labor‑market...
Weekly Gold (XAU/USD) Forecast: US-Iran Standoff Trumps US PPI, Setting S...
Gold surged past the $5,200 per ounce mark, targeting a seventh consecutive monthly gain as investors seek safety amid escalating US‑Iran tensions. The geopolitical flashpoint has revived haven demand, outweighing the muted impact of a weaker US Producer Price Index....
The 0.7100 Hurdle: Key Factors Driving AUD/USD's Range-Bound Trade as CPI...
AUD/USD remains trapped in a tight 0.7040‑0.7070 range as traders weigh the Reserve Bank of Australia's 3.85% policy rate against looming Australian CPI data. The pair failed to break the 0.7100 resistance, keeping bullish momentum at bay despite a resilient...
Breaking News: Canadian CPI Eases From 3-Month High, USD/CAD Extends Gain...
Canada’s annual CPI slipped to 2.3% in January 2026, easing from a three‑month peak of 2.4% and landing just below market forecasts. The trimmed‑mean core rate fell to 2.4%, the lowest level since April 2021, indicating waning underlying price pressure....
These Might Be the Winners From the Latest Round of Chinese New Year AI L...
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U.S. Consumer Prices Edge Higher In January, Annual Growth Slows More Tha...
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