Today's Stock Investing Pulse
Devon Energy’s $8B Marcellus Asset Offer Signals Aggressive Growth Post-Merger
Devon Energy completed its merger with Coterra, creating a larger diversified oil and gas operator. Stone Ridge Asset Management has signaled an $8 billion opening offer for Devon’s Marcellus assets, and the combined company expects to lift its dividend by roughly 30%.
As AMD AI Narrative Changes, Here's What Comes Next
AMD's AI narrative has shifted from future promise to tangible earnings, with data‑center revenue reaching $5.4 billion in Q4 2025 and a $10.3 billion total. The company is betting on the MI450 accelerator and Helios rack‑scale platform as the next growth engine, slated for rollout in late 2026 through 2027. Supply‑chain improvements, notably a Samsung HBM4 partnership and a $7.9 billion inventory build, reduce ramp risk but raise execution stakes. Success will hinge on converting design wins into system‑level revenue and expanding beyond China.
Buy When Five‑Year Earnings Valuation Doubles Current Price
François Rochon on valuation "Our valuation discipline is simple. We estimate what we believe a company can earn in five years and then apply the P/E we think the market should give it. If the resulting price is at least double...
A Generational Buying Opportunity Has Opened up for U.S. Tech Stocks, Says Goldman Sachs
Goldman Sachs’ chief global equity strategist Peter Oppenheimer warned that U.S. technology stocks have posted their weakest relative returns against the broader market in half a century. The firm argues the steep price decline creates a generational buying opportunity for...
Cyber Stocks Look to Go From Losers to Winners
Cybersecurity stocks have lagged the broader software market this year, with the Global X Cybersecurity ETF down 15% YTD, yet analysts argue AI‑driven threats could reverse the trend. AI agents expand the attack surface, prompting enterprises to boost security spending...
TYG: Can See Durable Growth Over The Coming Decade
Tortoise Energy Infrastructure Corp (TYG) received a Buy rating, offering a 12.25% forward distribution yield through leveraged exposure to midstream energy and power infrastructure. The fund’s portfolio is weighted 54.2% toward renewables and power assets, including holdings such as CWEN,...
Trump's $2.2T Proposed Defense Budget Boosts Lockheed Martin's Outlook
President Trump’s $2.2 trillion FY2027 defense budget proposal backs the purchase of 85 new F‑35 jets, easing the biggest downside risk to Lockheed Martin’s outlook. The Pentagon’s support comes as the company holds a record $194 billion backlog, providing revenue visibility through...
Equity Markets In The Eye Of The Storm
US equity markets entered 2026 on a solid macro footing, with earnings projected to rise near 10% and nominal GDP accelerating. While the Middle East conflict has spiked commodity prices, analysts expect the war to resolve within months, allowing energy...
Tom Lee and Bill Ackman Say Now Is Prime Time to Buy Stocks Amid Market Turbulence
Fundstrat’s Tom Lee and Pershing Square founder Bill Ackman both told investors that the current market dip is almost over and that today offers a rare buying opportunity. Their comments come as the S&P 500 finished Q1 down 4.6% but...
OpenAI Reassigns COO to Special Projects as Product Chief and CMO Take Medical Leave
OpenAI has moved COO Brad Lightcap into a newly created special‑projects role and placed product head Fidji Simo and chief marketing officer Kate Rouch on medical leave. The reshuffle comes as the AI firm finalizes a $122 billion financing round that...
JPMorgan Warns Tesla Could Lose up to 60% as Sales Slump and Inventory Piles Up
JPMorgan reiterated an underweight rating on Tesla, slashing its price target to $145 and warning that the stock could fall as much as 60% from current levels. The call follows a first‑quarter delivery shortfall, record‑high unsold inventory and a broader...
Hedge Funds Execute Fastest March Sell‑off in 13 Years, Pivot to Defensive Stocks
Goldman Sachs data reveals hedge funds sold off high‑growth stocks in March at the fastest pace in 13 years, targeting names such as Nvidia, Tesla and Palantir. The retreat coincides with a 4% year‑to‑date drop in the S&P 500 and...
Shake Shack Posts FY2025 Earnings, 20‑quarter Growth Streak and Launches Loyalty Push
Shake Shack announced FY2025 results, marking its 20th consecutive quarter of growth with revenue up 21.9% year‑over‑year. The chain also unveiled a loyalty program and reaffirmed its goal to reach 1,500 company‑owned locations, signaling an aggressive push against rivals like...
Fed's March/April Inflation Forecast Jumps to 3.3%, Threatening Wall Street Rally
The Federal Reserve’s latest nowcast pushes 12‑month inflation to 3.25% for March and 3.28% for April, an 85‑basis‑point jump that could stall the Fed’s easing cycle and weigh on the S&P 500, Nasdaq and Dow, which have recently flirted with...
IonQ Shares Plunge 24.9% as Trapped‑Ion Edge Meets Market Headwinds
IonQ (IONQ) saw its shares tumble 24.9% in March, driven by analyst price‑target cuts and a shift away from growth stocks after the Iran conflict began. The decline comes despite the company's record 99.99% two‑qubit gate fidelity and a 429%...
Market Valuation, Inflation and Treasury Yields - March 2026
The latest Advisor Perspectives update shows the P/E10 ratio soaring to 37.1, well above its 17.7 historical average, while inflation runs at 2.66%—inside the 1.4‑3.0% “sweet spot” that historically supports higher valuations. Simultaneously, the 10‑year Treasury yield has risen to...
Grab’s Stock Slump Masks Stronger Business Transformation
The Investor's Paradox: Grab's stock is down 43% since September 2025, yet the business is arguably stronger than ever. ✅ Profitability? Check. ✅ AI efficiency? Check. ✅ FinTech scaling? Check. Is the market missing the transformation? I think so. Read...
Start a Roth IRA Now, Millionaire by 50
How high school kids can set themselves up to be a millionaire. 1. Get a job 2. Open a Roth IRA 3. Start contributing $300/month By their mid 50's they'll have a 7 figure account.
Research Pipeline Session #15: 2 Transformative Acquisitions, and an EBITDA Inflection
A micro‑cap firm closed two back‑to‑back acquisitions that could shift its revenue from irregular, lumpy streams to a steadier, technology‑driven model anchored by its proprietary automation platform. The platform is already delivering 60‑70% efficiency gains at one of the newly...
MLP/Midstream 2025 Total Shareholder Yields Rise
Total shareholder yields for MLPs and broader midstream rose in 2025 as dividend growth outpaced flat price returns. The Alerian MLP Infrastructure Index (AMZI) saw its dividend yield climb to 7.5% while buyback yield slipped to 0.3% after repurchases fell...
Broadcom Stock Rises On Google AI Chip Deal
Broadcom announced a long‑term agreement with Alphabet to supply custom AI chips, including TPUs and networking components, extending through 2031. The deal also expands collaboration with Anthropic, granting the AI startup access to about 3.5 GW of TPU‑based compute beginning in...
Adjusting The Sails: Second Quarter 2026 Outlook
The Q2 2026 outlook acknowledges heightened geopolitical risk but notes continued earnings growth and a rapid AI infrastructure build‑out. Portfolio managers have rebalanced toward a more even split between cyclical and defensive assets, trimming financials exposure. They are increasing allocations...
OVL: Your Chance To Outperform The S&P While Collecting A 10% Yield
Overlay Shares Large Cap Equity ETF (OVL) employs a covered‑call strategy that delivers a 10.49% yield while targeting outperformance of the S&P 500. The fund sells short‑dated puts on 75‑100% of its holdings, generating monthly return‑of‑capital distributions. Since its 2019 launch,...
8 'Rock Solid' Stocks Hold Strong During Iran War Chaos
Eight S&P 500 stocks—U.S. Bancorp, Allstate, KeyCorp, Aflac, Philip Morris International, Emerson Electric, AES and Electronic Arts—have remained virtually flat this year despite the broader index’s 3.4% decline amid inflation and the Iran‑related war shock. The so‑called “rock‑solid” group spans financials, consumer staples, industrials, utilities...
Only 30 Stocks Generate 43% of Market Gains
From Hendrik Bessembinder's updated report: Only 30 stocks (out of 29,000) have produced 43% of wealth creation since 1926 Some will say this is why you just buy a market cap weighted momentum index like the S&P. I would say it proves...
Stock of the Week: Nike - Is the Footwear Giant Dying?
Nike reported FY26 Q3 revenue of $11.3 billion, essentially flat year‑over‑year and just above analyst forecasts, while net income plunged 35% to $0.5 billion. Wholesale sales rose 5% driven by a 24% jump in North America, but direct‑to‑consumer revenue slipped 4% and...
From Glut & Doom to an Oil & Gas Boom (2Q26 Chart Pack)
The author’s Q2 2026 chart pack, titled “From Glut & Doom to an Oil & Gas Boom,” projects that oil and gas equities will generate real total returns of 7‑9% per year over the next ten years. The forecast hinges on...
His Position Sizing Defies Traditional Investing Rules
Derek Pilecki has compounded at 20%+ annualized over the past five years. In a recent conversation, he broke down his core position sizing rule... and it challenges one of investing's most repeated principles. Here's what he does differently.🧵
Ambienta Backs Plant-Based Dairy Producer The Bridge to Accelerate European Growth
Ambienta has acquired a majority stake in Italian plant‑based dairy specialist The Bridge, marking its second investment from the Small Cap Fund. The Bridge, founded in 1994, generates about 80% of revenue from international markets and operates a fully vertical,...
Governance Gaps Highlighted Amid Unanswered CEO Outreach
Just so everyone has the full picture, the Koala has never received a reply to any of these emails to TNR Gold $TNR.V $TRRXF Have never met with or spoken with the CEO (despite trying) Swapped DMs with his son the VP...
Recency Bias (Or: You’re Running Buggy Software)
The article warns investors that recency bias – the tendency to over‑weigh recent market moves – can trigger unnecessary panic when short‑term losses appear. It likens our brain to outdated software that amplifies recent negative events and projects them forward,...
Costco’s Sales Surge on Gas Discounts and Gold Bar Craze
Costco Wholesale reported unexpected sales growth in the second quarter, driven by a 20‑cent‑per‑gallon discount at its gas stations and a viral gold‑bar offering that generated tens of millions of dollars. The boost lifted comparable store sales 6.7% and sent...
YieldMax AI Option Income Strategy ETF Promises 60‑227% Yield, Sparks Investor Concern
YieldMax AI Option Income Strategy ETF (AIYY) launched in late 2023 and now advertises an annualized yield of 60% to 227%, depending on the source. The fund’s options‑based strategy centered on C3.ai exposes investors to extreme volatility and a year‑to‑date...
POP MART: No Longer a Playground for Hedge Funds, but Interesting for Long Money?
POP MART’s shares plunged over 30% in five sessions after its earnings release, wiping out roughly US$13 billion in market value. The drop was driven by slower overseas revenue growth—down from a 440% YoY surge in H1 2025 to 243% in...
StubHub Shares Tumble 34.8% After Weak Q4 Earnings and Muted 2026 Outlook
StubHub's shares fell 34.8% after the ticket‑resale platform posted a 15.8% revenue decline to $449.2 million in Q4 and warned that direct‑ticketing revenue will remain modest in 2026. The miss, coupled with regulatory concerns, pushed the company's enterprise value to about...
Salesforce and Workday CEOs Debate AI's Threat to SaaS Ahead of Earnings
On the eve of Salesforce’s earnings release, Marc Benioff hosted Workday’s Aneel Bhusri for drinks to hash out how generative AI will reshape SaaS. The dialogue comes as both companies grapple with double‑digit stock declines, sizable layoffs and a wave...
Warren Buffett: The “Toll Bridge” Strategy That Quietly Builds Wealth Over Time
Warren Buffett’s “toll bridge” strategy targets businesses that sit at essential economic chokepoints, charge a modest fee on every transaction, and require little ongoing capital. These firms combine pricing power, low capital intensity, and a durable moat, allowing cash flow...
2026 S&P Outlook: Down Year with Late‑Year Opportunities
Coming up on @thestreetpro Why 2026 Looks Like A Down Year for the S & P Index * Though the negatives are accumulating, a few stocks are approaching buyable levels * "Slugflation" is more likely than ever - with economic growth...
China Tightens Offshore Scrutiny, Dampening Tech Biotech IPOs
Stricter Chinese scrutiny of offshore vehicles a blow for tech and biotech IPO candidates Mainland’s stock market watchdog is discouraging establishment of ‘red-chip-structured’ companies in sensitive industries https://t.co/Pj3ZJqdAAm
NOTIFICATION OF MAJOR HOLDINGS
Himalaya Shipping Ltd filed a major holdings notification on Oslo Børs, disclosing ownership of 259,291 shares. The filing, identified under reference BMG4660A1036, indicates the shareholder’s stake surpasses the 5% threshold that triggers mandatory disclosure under Norwegian regulations. The disclosure was...
Colt CZ Thrives with Dual Listing, Cheap Valuation
Colt CZ $CZG still going strong. Easy thesis: > 🇪🇺 & 🔫 ✅ > Prague listing ❌ (great city though) > Near-term dual listing plans ✅ > Still hsd EV/EBITDA vs 15-20x for Euro peers ✅ https://t.co/Rdpy7mDI7L
Brazilian Stocks Remain Deeply Undervalued Compared to Global Markets
What an outstanding chart from my friend @RonStoeferle Brazilian equities remain historically undervalued particularly relative to global equities. Some of my favorite LatAm companies here: https://t.co/0uJrl7UKoA https://t.co/GGfYESXC0g
Wealthy Investors Overpay for Underperforming Managers
96% of wealthy investors are confident their portfolio did well last year. 84% of their wealth managers actually underperformed. On a £5m portfolio, an underperformance gap of 3% costs £7.67m over 20 years. You're taking the risk. Someone else is...
US Tech Hyperscaler Valuation Premium Declines
GS: The valuation premium of the US technology Hyperscalers has fallen S&P 500 12m forward P/E multiple https://t.co/29BVbVl8AT
US PEG Ratio Diverges From Global Benchmark
GS: The PEG ratio between the US and the rest of the world has re-set https://t.co/jWxIsm2v9R
Probability of Success Integrates Development Risk Into Biotech Valuations
Incorporating Probability of Success (PoS) is a unique aspect of #biotech valuation investors must be aware of. It tries to factor development risk into revenue and cost assumptions. Here is a table of PoS values: #learnbiotechinvesting #investing #BiotechPrometheus https://t.co/GA3LVSmWFZ
Tech's Relative Returns Hit 50-Year Low
GS: We have seen one of the weakest periods of relative returns for technology over the past 50 years Distribution of returns of World Tech vs. World ex. TMT, data since 1973 https://t.co/S5HpmcroXj
Staying Long Energy, Short Financials for Q3
SECTORS: we remain Long of Energy $XLE and Short of Financials $XLF in #Quad3 https://t.co/yzGAEJws8f
OHGR Lands 3‑year Sheffield Deal; Valuation Dips, Modest Dividend
#OHGR got Sheffield Teaching Hospital to sign up to 3 year deal. ShareScope has fwd p/e 19 falling to 18 and fwd Divvy 2.6% each of next 2 years. Interesting with NHS a national disgrace. I don't hold.
BKS Secures £2.1m
#BKS won a 5 year £2.1m contract for Proximity Cloud. Says sees "strong momentum across the business". ShareScope has fwd p/e 18.4 falling to 15.3 and but no Dividend. Interesting. I don't hold.
Cash
For the many reasons I have mentioned in columns on @thestreetpro... the "cash on the sidelines" is a B.S. argument that often surfaces during maturing Bull Markets as Bulls run out of arguments... @dougkass