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%.
Wall Street Sees 70% Upside for This Beaten-Down AI Stock
BigBear.ai shares have slumped about 46% year‑to‑date and 24% over the past month, leaving the stock at roughly $3.13. Analysts now price the stock at $5.33, implying roughly 70% upside, after the company cleared a financing overhang and tightened its balance sheet. Management projects FY2026 revenue of $135‑$165 million, a 5‑29% increase, and hopes higher‑margin software like Ask Sage will lift margins that fell to 20.3% in Q4. The rebound depends on renewed Army demand, converting bookings to revenue, and competing against better‑positioned federal AI peers.
ING Executes €49.6 M Share Repurchase, Boosting €1.1 Bn Buy‑Back to 90% Completion
ING announced a €49.6 million share repurchase for the week of March 23‑27, 2026, at an average price of €21.93 per share. The buy‑back lifts the total repurchased amount to €996.9 million, representing 90.63% of the €1.1 billion programme, underscoring the Dutch bank’s aggressive...
"We're Now In The Middle Of A Market Correction" Admits Longtime Wall Street Bull | Ed Yardeni
Ed Yardeni, long‑time bullish economist, has revised his outlook after the Iran‑related oil shock, calling the market a correction and raising U.S. recession odds to 35%. He warns that bond market vigilantes are returning worldwide, increasing the risk of a...
Alamar Biosciences Files Nasdaq IPO After $128M Series C and 100‑Hire Surge
Alamar Biosciences, the Fremont‑based proteomics company, filed to go public on Nasdaq after raising $128 million in a Series C round and adding almost 100 employees in two years. The move marks the firm’s transition from research‑focused labs to commercial sales of...
Nvidia Touts $1,000 Quantum Play as Top Stock for Retail Investors
Nvidia is being positioned as the best quantum computing stock for investors with $1,000, thanks to its GPU empire, CUDA‑based quantum simulators and a forward P/E of about 21. Analysts argue the chipmaker’s data‑center moat and software ecosystem give it...
JBS Net Income Grows by 13% in 2025
JBS SA reported a 13% rise in net income for 2025, reflecting stronger commodity pricing and operational efficiencies. In June 2025 the company launched a dual listing, debuting on the New York Stock Exchange while retaining its shares on Brazil’s...
Apple’s AI Sideline: Hidden Advantage Amid Tech Rush
Deep Dive Full Thesis: Is AAPL a BUY now at $247? Apple just posted its best quarter in history at $247. Yet here’s the contrarian edge most investors are missing: AAPL is still one of the world’s largest and most iconic brands, but...
Warren Buffett Says He's Still Making Calls on Investments at Berkshire, Flags 'Tiny' New Buy
Warren Buffett told CNBC that, despite stepping down as Berkshire Hathaway’s CEO, he still makes daily investment calls and works closely with the firm’s financial‑assets team. He disclosed a recent “tiny” purchase, though details were not provided, and highlighted his...
MU Solid, but Lacks 30% Safety Margin
$MU On March 20, 2026, I dropped my full Deep Dive Thesis on $MU and immediately put it on my personal watchlist. The price at the time? $420. It’s a great company — no debate there. But it simply didn’t offer the 30%+ margin...
Top Trillion-Dollar Stocks Ranked by Growth-Value Appeal
The Growth-Value analysis of the trillion dollar club: $NVDA, $META, $TSM, $MSFT, $GOOG, $AVGO, $AMZN, $BRK-B, $AAPL, $WMT and $TSLA, in the order from more to less attractive. This is only a screening tool. Need to do in-depth research before...
Starwood Shares Have Struggled, but Catalysts Could Signal a Turn
Starwood Property Trust (STWD) has seen its share price tumble more than 30% over the past five years, lagging both the broader REIT sector and its direct competitors. The REIT’s earnings have been inconsistent, with dividend coverage falling to a...
Consistency and Growth Outperform Chasing High Yields
Dividend ETFs look similar… but they’re built very differently. • VYM → broad, steady income • SCHD → quality + dividend growth • SPYD → higher yield (more risk) • DGRO → consistent dividend growers Chasing the highest yield isn’t always the smartest move. Growth +...
Goldman Sachs Lowers Coinbase Target to $235, Citing Stablecoin Yield Risks
Goldman Sachs reduced its price target for Coinbase (COIN) to $235, down from $270, while keeping a Buy rating. The downgrade stems from mounting regulatory scrutiny over stablecoin yield products, a key driver of Coinbase’s newer, higher‑margin revenue streams. The...
RBI Defers Bank Exposure Rules as Indian Analysts Boost Targets; PyroGenesis Misses 2025 Forecast
India's central bank postponed new capital market exposure guidelines for banks to July, prompting relief for lenders. Meanwhile, Nuvama lifted Welspun Corp's price target 33% and sees a 58% upside for Motherson Sumi Wiring. In Canada, PyroGenesis Inc. disclosed a...
Welspun Corp's $3 B Order Book Boosts Large‑Cap Outlook as Nuvama Raises Target
Nuvama International Equities upgraded Welspun Corp (NYSE:WPC) with a $13 price target, highlighting a Rs 24,700 crore ($3 billion) order book and growth prospects in the United States and India. The rating underscores the resilience of the large‑cap infrastructure player amid geopolitical headwinds.
AT&T Faces Investor Scrutiny Ahead of April 22 Q1 Earnings Release
AT&T will report its first‑quarter 2026 results on April 22, prompting analysts to gauge whether the telecom giant can sustain its recent momentum. The stock has risen 17% this year, trades below 10 times trailing earnings and offers a 3.8%...
Oversold Markets Call for Tactical Trades, Steady Investing
$SPX is ~10% off highs and QQQ ~11%, with many names 40–60% off, so it feels like we’re close to an oversold bounce but still not seeing traction. If you trade for a living, be tactical and pick spots carefully;...
Stryker's 52‑week Low Signals a Buying Opportunity
Stryker hit a new 52-week low today. Going by the last 40 years, that means it's a buy. https://t.co/Dcwo43vFpe
Is It Time to Reassess European Equities?
European equities outperformed the U.S. in 2025, yet investor sentiment remains cautious. A gradual regime shift is underway as Europe moves from a deflationary mindset toward growth‑focused fiscal and infrastructure spending, supported by low unemployment and looser financial conditions. AI...
Energy Surges, Tech Slumps: Market Signals Survival Mode
Q1 rotation: $XLE +20%. $QQQ -4.2%. Money is moving FROM innovation TO survival. That's not a style rotation. That's the market telling you what it believes about the economy. When energy beats tech by 24 points in a quarter, listen. --- https://t.co/SxMLhgCbeX
S&P 500 EPS up 7% YTD, Margins Hit Record Highs
S&P 500 12-month EPS is up about 7% YTD, with half of that coming once the war started. Profit margins have hit new highs as well, not necessarily end of world stuff here. https://t.co/O1CvyznyMm
This Fire Safety Stock Is in the Dumps. UBS Says It's Time to Buy
UBS upgraded Perimeter Solutions (PRM) to Buy, lifting its price target to $30, implying roughly 41% upside from the recent close. The fire‑safety equipment maker has fallen more than 22% this year, partly due to a large executive variable‑compensation payout....
PWR Targets $10‑12B Free Cash Flow by 2030
$PWR analyst day: raising 2030 targets for revenue, EBITDA, EPS and ROIC. FCF is expected to go from $1.67B today to $10-$12B aggregate. #electrification #grid #infrastructure
S&P 500 Outperforms Small Caps, Defying Historical Norms
Small caps returned 11% over the past decade. Their historical average? 12%. The S&P 500 returned 15.3% — nearly 50% above normal. Which one's the anomaly? #Stocks #Equities #SmallCaps @rockwealthUK https://t.co/poKgLEYnvn
Alphabet Is Down 20%: Why This Is Not a Quality Entry Yet
Alphabet shares have fallen about 20% after peaking near $350, prompting a re‑evaluation of its valuation. The company disclosed a 2026 capital‑expenditure plan of roughly $175‑$185 billion, which is likely to pressure free‑cash‑flow and compress its price‑to‑earnings multiple. The author compares...
Buffett's Rule: Skip Hype, Seek Fundamental Value
Billionaire investor Warren Buffett's strategy? Stay away from flashy stocks, and assess fundamentals to find undervalued ones. https://t.co/qsceHG36d7
RIAs Gain Scale Tax‑Free via 721 LP Contributions
This is an interesting idea for RIAs who DO NOT want to join a PE firm, but still want to compete at scale. Tl;dr. Contribute to an LP via 721 (tax free contributions), and essentially diversify with a bunch of...
Sigma Lithium Proves Shorts Wrong: Market Reversal Underway
Sigma Lithium (NASDAQ: SGML) posted a solid Q4 2025 quarter, generating $31 million in operating cash flow and cutting debt by roughly 35%. The company resolved a regulatory shutdown at its Groto De Cirilo mine and now projects cash flow above $100 million and...
Stocks vs Commodities Divergence May Finally Revert
What Stops Stocks vs. Commodities Reversion? An extremely extended US stock market vs. commodities and GDP may have found a worthy spark for reversion, with post-inflation deflation leanings. Full report on the Bloomberg here: https://t.co/KWrklODsPM {BI COMD} |#commodities #stockmarket #crudeoil @BBGIntelligence
This Industrial Name Is Down in 2026. Why Jefferies Thinks It's Time to Buy the Dip
Emerson Electric (EMR) received a Buy upgrade from Jefferies, which lifted its price target to $175, implying about 42% upside from the latest close. The firm’s pivot to industrial automation has boosted order growth 9% year‑over‑year, driven by five strategic...
From Reactive Insurance To Proactive Investment
Neptune Insurance, the largest private flood insurer in the U.S., went public with a multibillion‑dollar valuation, showcasing that AI‑driven underwriting can make climate adaptation profitable. By blending satellite imagery and forward‑looking climate data, Neptune posted an 18% loss ratio during...
Boston Common Asset Management LLC Sells 1,615 Shares of Cummins Inc. $CMI
Boston Common Asset Management LLC reduced its Cummins Inc. (CMI) holding by 7.3%, selling 1,615 shares and ending the quarter with 20,652 shares valued at roughly $10.5 million. The company also disclosed significant insider selling, with executives offloading about $18.4 million of...
Midterm-Year S&P Drops Average 18%, Rebounds Afterward
Going back to 1926, the S&P 500 has seen an average drawdown of 18.2% in the 12 months before midterm elections. Going back 60 years, the smallest drawdown has been 7.4% while the largest was 41.8% . After the midterms, everything is...
AMD's P/E Drops to 76, Triggering First Valuation Reset in Three Years
Advanced Micro Devices' shares slid to $201.99 as its price‑to‑earnings ratio fell to about 76, the first valuation reset since 2023. The move has drawn attention from technical traders and comes amid a $12 million share sale by Cathie Wood’s Ark...
RBI Postpones Bank Capital Market Exposure Rules to July, Easing Financing Pressure
The Reserve Bank of India has deferred the rollout of new capital market exposure directions for banks until July, responding to industry requests. The move provides immediate relief to lenders and is expected to influence equity financing and stock valuations...
Luye Pharma Posts 4.1% Revenue Rise to $883M, Earnings Jump 31% to $87M
Luye Pharma Group Ltd announced full‑year revenue of RMB6.308 bn ($883 m), a 4.1% rise from the prior year, and net earnings of RMB618.75 m ($86.6 m), up 31%. The results highlight robust domestic demand for its generic and specialty drugs amid a recovering...
Master Drilling Defers Dividend as Iran Crisis Looms Large
Master Drilling reported record US‑dollar revenue of $292 million, a stable $371.4 million order book and a $997.8 million pipeline for the year ending December. Despite these strong fundamentals, the company has postponed its annual dividend, citing uncertainty over the escalating Iran conflict...
HireQuest Posts Q4 2025 Profit, Announces $20M Share Repurchase as Staffing Market Stabilizes
HireQuest (Nasdaq: HQI) posted a $1.6 million net profit for Q4 2025, declared itself debt‑free and approved a $20 million share repurchase. The company also restructured MRINetwork’s executive‑search ownership to align franchise operators with the brand’s mission.
These 3 Stocks Just Rewarded Investors With Big Dividend Bumps
Semiconductor leader Micron Technology announced a 30% quarterly dividend increase after its stock jumped more than 300% and revenue surged to $23.9 billion. Home‑goods retailer Williams‑Sonoma lifted its payout 15% to $0.76 per share despite a weakening housing market, while Chinese...
Unilever Nears $15.7bn Deal with McCormick to Create $60bn Food Group
Unilever and McCormick are in advanced negotiations to combine Unilever's food business with the spice maker in a $15.7 bn cash‑plus‑equity deal. The transaction, structured as a Reverse Morris Trust, would give Unilever shareholders about a 65% stake in a new...
Sysco Pauses Buyback as It Seals $29.1 Bn Jetro Acquisition
Sysco Corp. agreed to buy Jetro Restaurant Depot for $29.1 bn, pausing its share buyback to focus on de‑leveraging. The deal triggered an 11.7% drop in Sysco’s stock, while the company reaffirmed FY‑2026 sales and earnings guidance.
RenovoRx Posts $11.2M FY25 Loss, Sets Mid‑2026 Target for Phase III TIGeR‑PaC Enrollment
RenovoRx announced a widened FY25 net loss of $11.2 million, despite its first full year of revenue from the FDA‑cleared RenovoCath device. The company also outlined a timeline to complete enrollment for its Phase III TIGeR‑PaC oncology trial by mid‑2026, a move...
SoFi Shares Slide 35% YTD to $16.90 as Macro Headwinds Stall Digital‑Bank Growth
SoFi Technologies' shares have tumbled 35% year‑to‑date, trading at $16.90 after the digital bank reported record Q4 revenue but warned that inflation, oil price spikes and the lingering Iran conflict are dampening borrowing and spending. The decline highlights the clash...
Allbirds Sells for $39 Million, a Fraction of Its $348 Million IPO Raise
Allbirds will sell all assets and intellectual property to American Exchange Group for $39 million, a price far below the $348 million it raised in its 2021 IPO. The deal, pending shareholder approval, sparked a 32‑36% jump in the stock and highlights...
Microsoft Shares Rally on Copilot Expansion and New AI SaaS Suite
Microsoft's shares, which have slipped 24% year‑to‑date, rallied after the company announced a broader rollout of Microsoft 365 Copilot and a suite of AI‑driven SaaS products. Analysts cite the move as a catalyst for renewed growth in the Intelligent Cloud...
Galapagos and Gilead Ink $837.5M Framework Deal Tied to Ouro Acquisition
Galapagos NV and Gilead Sciences have signed a binding framework agreement that gives Galapagos a 50% share of the $1.675 billion upfront consideration for Gilead’s acquisition of Ouro Medicines. The deal also locks in a $500 million cash pool for Galapagos, including...
Munger's Inversion: Avoid Stupidity, Achieve Success
Charlie Munger’s 5 ‘Inversion’ Secrets: Why Avoiding Stupidity Is Easier Than Seeking Brilliance For Most People https://t.co/8jCBh7vmM7
HFG Shifts to Meat, Cuts Debt, Holds Dividend
#HFG looks as expected. Debt down a bit which is good. Focus on meat now. Committed to progressive Dividend policy. Looks like seafood/veg might get sold off.
What a US Fed Rate Hike Could Mean for These Key Stock Sectors
The Federal Reserve’s odds of raising rates in 2026 have jumped to about 20% after the Iran war sparked a 30% surge in gasoline prices and renewed inflation worries. Analysts warn that a rate hike would push investors into a...
RPI Beats EBITDA Forecast, Sustains Momentum Into FY2026
#RPI "EBITDA growth ahead of expectations". "Strong momentum carried into FY 2026". Successfully navigated rising DRAM costs (this was a big worry at last update).