Today's Stock Investing Pulse
Devon Energy eyes $8B offer as Stone Ridge targets Marcellus assets post‑merger
Devon Energy completed its merger with Coterra, creating a larger oil and gas operator. Stone Ridge Asset Management signaled interest in Devon’s Marcellus assets with an $8 billion opening offer, and the combined company expects to lift its dividend by roughly 30 %.
Paychex Posts 20% Revenue Surge, $463 Million Stock Buyback in Q3 2026
Paychex (PAYX) posted $1.8 billion in third‑quarter revenue, up 20% year over year, and returned $463 million to shareholders through stock repurchases. The results underscore accelerating demand for payroll and HR solutions as employers grapple with a cost‑of‑living squeeze.
Dividend ETFs Surge as Bond Yields Stay Low, Boosting Large‑Cap Income Plays
Investors are shifting into dividend‑focused exchange‑traded funds as U.S. Treasury yields remain subdued, seeking income from large‑cap equities that pay solid dividends. The trend is underscored by recent payouts from MillerKnoll, KB Home, Strauss Group and others, highlighting the appeal...
Tesla Robotaxi Valuation Threatened as NHTSA Probe Expands to 3.2 M Vehicles
Analysts say Tesla's robotaxi ambitions are jeopardized after the U.S. safety regulator broadened its Full Self‑Driving probe to 3.2 million vehicles, a move that could force a costly recall and erode the $1.2 trillion valuation built on future autonomous‑ride revenue.
Dollar Tree Q4 2025 Revenue Jumps 9% to $5.5B, EPS Up 21%
Dollar Tree reported Q4 2025 revenue of $5.5 billion, up 9% year‑over‑year, and adjusted diluted EPS rose 21%. The discount retailer also lifted its FY2026 sales outlook to $20.5‑$20.7 billion while outlining a 400‑store expansion plan.
Palvella Director Buys $500K After Phase‑3 Win, COO Sells Options
Palvella Therapeutics director George M. Jenkins invested $500,000 in the company by buying 4,000 shares at $125 each during a public offering that closed after the firm announced a Phase‑3 trial win. At the same time, chief operating officer Kathleen...
GameStop Posts Mixed Q4 2025 Results: Hardware Sales Tumble, Collectibles Break $1B, DRS Shares Dip
GameStop reported a decline in hardware and software sales for FY 2025, while collectibles revenue topped $1 billion and made up 29.2% of total revenue. The retailer also saw its directly registered shares fall to 66.2 million and its Bitcoin holdings lose...
Palantir Tests $151 Support as Pentagon Contracts Boost Outlook
Palantir Technologies' stock is trading around the $151.5 level, a key 20‑day and 200‑day EMA support, as a Pentagon memo elevates its Maven battle‑management system to a program of record. The technical bounce coincides with a $795 million Army contract modification,...
Start Here: Welcome to Clayton Capital Insights
Clayton Capital Insights, a Substack run by value investor Nick Clayton, showcases a concentrated, margin‑of‑safety approach that generated a 41% return in 2025. The strategy typically holds 7‑15 high‑conviction positions, emphasizing strong balance sheets, disciplined position sizing, and capital allocation...
Viatris Inc. (VTRS) Discusses Long-Term Growth Outlook and Portfolio Strategy Across Generics, Established Brands and Innovative Medicines Transcript
Viatris Inc. outlined its long‑term growth outlook, emphasizing a balanced portfolio that spans low‑cost generics, established branded products, and a pipeline of innovative medicines. Management highlighted strategic investments in R&D, geographic expansion in emerging markets, and cost‑efficiency initiatives aimed at...
Patience Beats Data: Markets Reward Long-Term Discipline
"Patience captures the value that spreadsheets underestimate." Spreadsheets don’t reward patience—but markets do. Most investors overestimate short-term signals and underestimate long-term compounding. The real edge isn’t in more data, it’s in discipline.
Buy on the Dip Prospects: March 25 Edition
The March 25 “Buy on the Dip” prospects list flags 150 ETFs that meet a dual‑trend screen—50‑day moving average above the 200‑day average and price below the five‑day average—while also clearing a one‑million‑share liquidity threshold. The selection mirrors the recent U.S....
Meta's Sub‑20x PE Signals Cheap Growth Bet
$META forward PE has dropped below 20x It's quite cheap given the growth it has been able to maintain. You're getting for free these bets: Oculus / Wearables / AI. Not as compelling as Google's 2025 stock price when you got...
Small Caps Outperform Big, Ratio Hits Century‑High
Over the last century the smallest stocks (green, LHS) have beaten the biggest stocks (red, LHS) by six times (blue, RHS). But not in a straight line. The market has cycled. And the cycles were long. The blue line shows the...
Nvidia’s Stock Is Cheaper than Exxon’s. Are Investors Ditching Tech for Energy?
Nvidia’s shares now trade at a lower forward price‑to‑earnings multiple than Exxon Mobil, marking an unusual valuation crossover between a leading AI chipmaker and a major energy producer. Exxon has surged 36% year‑to‑date while Nvidia slipped 3%, narrowing the earnings multiple...
Excitement Costs Returns; Prioritize Value and Patience
In stock market investing, chasing excitement often destroys returns. Charlie Munger reminds us that smart investors focus on what truly adds value, compounding, patience, and clarity, rather than unnecessary risks or short-term wins. Excitement is expensive in the stock market.
Tax‑Alpha Strategies Pull Over $1 Trillion as Hedge Funds Target After‑Tax Returns
Hedge funds and large asset managers are channeling more than $1 trillion into tax‑alpha strategies that prioritize after‑tax returns. The surge includes $100 billion in tax‑aware long‑short funds and a direct‑indexing boom, prompting both investor enthusiasm and policy criticism.
Invesco Solar ETF Jumps 12% as Oil Volatility Revives Renewable Appeal
Invesco's Solar ETF (TAN) is up 12% year‑to‑date as oil‑price turbulence from the Iran conflict rekindles investor appetite for clean‑energy exposure. The rally mirrors a similar surge after Russia’s 2022 invasion of Ukraine, while SolarEdge Technologies, the ETF’s top holding,...
Micron Beats Q2 Forecast but Stock Slides Amid AI Memory Skepticism
Micron Technology reported a record $23.8 billion in second‑quarter revenue and GAAP earnings of $12.07 per share, far exceeding its own guidance. Despite the beat, the stock slipped to $444.27 as the Nasdaq tumbled and investors voiced doubts about the sustainability...
SK Hynix Files Confidential U.S. IPO to Fuel AI‑Driven Growth
SK hynix has submitted a confidential registration statement to the U.S. Securities and Exchange Commission, signaling its intent to list on a U.S. stock exchange. The move is tied to an AI‑centric growth strategy that the company says will expand...
Circle Shares Tumble Amid Rumors of U.S. Stablecoin Yield Limits
Circle's shares fell more than 15% after media reports suggested the U.S. Treasury could restrict yield‑generating stablecoin products. The plunge highlights regulatory risk for stablecoin issuers and investors seeking higher returns on digital assets.
Rivian Locks $1.25 B Uber Robotaxi Deal, Secures Thousands of R2 Orders
Rivian has secured a multi‑year partnership with Uber that could bring as much as $1.25 billion in cash and a commitment to buy up to 50,000 R2‑based robotaxis through 2031. The deal gives Rivian a guaranteed deployment pipeline while Uber expands...
Robinhood at $72 Still Not a Buy
Deep Dive Full Thesis - Is HOOD a BUY now at $72? Robinhood Crashed 53% to $72 — Why I’m Still Rejecting It (and the Exact Price Where It Finally Becomes a Buy) Recent Institutional Rating Reiterated: - Barclays — Buy | $124 -...
Doximity Hits 52‑Week Low Amid Health‑Tech Rout
Macro: health-tech rout - Doximity 52-wk low $23.53 (-69%). Fundamentals: ~90% gross margin, net cash, AI progress. Risks: pharma budget cuts, weak sentiment. Trade: small, catalyst-led long. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
The Drone Market Is About to Go Parabolic because of AI and War. How to Play It
The global drone market has accelerated from roughly $20 bn in 2020 to over $40 bn in 2025, driven by soaring defense budgets and rapid AI integration. Analysts project the sector could reach $250 bn by 2035, with patents up 45‑fold since 2012....
Shopify’s Moat Deepens as Valuation Hits Historic Low
5 quality stocks with durable moats and high upside 👇 Some of the strongest platforms are now trading near historical valuation lows. $SHOP Shopify — 10.3x forward P/S Shopify powers $378B in GMV. Not just storefronts anymore. Payments, fulfillment, back-office tools all embedded...
This Value-Stock Strategy Has Trounced the S&P 500 for Nearly Five Years
The Putnam Focused Large Cap Value ETF (PVAL) has outperformed the S&P 500 and its Russell 1000 Value benchmark since its launch in May 2021, delivering a 3‑year average annual return of 21.8%. With $8.7 billion in assets under management, the fund uses a...
Five Undervalued Moat Stocks to Watch
5 Quality Stocks with strong competitive advantages trading below median valuation 👇 $SOFI Full-stack bank + infrastructure. Galileo + Technisys cut costs, speed launches. Members expand across products, lowering CAC structurally. $ZETA 240M+ identity profiles power targeting. Athena automates campaigns across channels....
Passive Inflows Lock Markets as Ultra‑wealth Drives Equity Demand
WSJ: "There are about 430,000 U.S. households worth $30 million or more, according to an analysis of Federal Reserve data by Zidar. Within that, there are about 74,000 worth $100 million or more. Over the past few decades, the growth...
Broker’s Call: NALCO (Buy)
SBI Securities has upgraded NALCO to a Buy with a target of ₹420.9 (~$5,070) versus the current ₹367.15 (~$4,425). The integrated aluminium producer is moving ahead with a 0.5 mtpa capacity expansion, with a detailed project report due by mid‑2026 and...
S&P Slingshot Years Predict Double‑Digit Gains Ahead
Small sample size, yes. Still, last year saw the S&P 500 down more than 15% YTD at some point and finished the year up more than double digits. We called this a slingshot year. The other three times that happened (1982, 2009,...
Robinhood Buyback: Dip Play Amid Crypto‑Driven Fragility
Robinhood Stock Rises After $1.5 Billion Buyback as Shares Stay Under Pressure Question: if stock tripled in 2025 then dropped 39% in 2026, is $1.5B buyback buying the dip or catching a falling knife? Robinhood's crypto reliance = structural vulnerability when...
Broker’s Call: HDFC Bank (Outperform)
HDFC Bank, India’s largest private lender, saw its former chairman Atanu Chakraborty resign, citing ethical concerns, while interim chair Keki Mistry was installed with regulator approval. The bank’s shares are trading around ₹781.70 (≈ $9.40) against a BNP Paribas target of ₹1,500 (≈ $18.10)....
SpaceX IPO Targets $1‑1.75 Trillion Valuation, $75 Billion Raise
Elon Musk’s SpaceX is set to file its IPO prospectus this week, eyeing a June debut that could fetch more than $75 billion in new capital and a valuation between $1 trillion and $1.75 trillion. The deal would involve top Wall Street banks...
Merck & Co. Nears $6 Billion All‑Cash Deal for Terns Pharma, Boosting Oncology Portfolio
Merck & Co. is in advanced negotiations to acquire U.S. biotech Terns Pharma for an all‑cash price of about $6 billion. The news lifted Merck shares 0.5% to $116.99 and sent Terns stock soaring 12% to $55.97, underscoring the deal’s market...
Pinduoduo Operator’s Profit Slides as Chinese Firm Cites Higher Reinvestment
PDD Holdings, the parent of Pinduoduo and Temu, posted an 11% drop in quarterly net profit to 24.5 billion yuan ($3.6 billion), missing analysts' expectations. Revenue rose 12% year‑on‑year to 123.9 billion yuan (≈$18 billion), in line with forecasts, while full‑year profit fell 12%...
Buy General Motors Stock as Tailwinds Line up for Automaker, Says Wolfe Research
Wolfe Research upgraded General Motors to Outperform, setting a $96 price target that suggests roughly 25% upside from the latest close. The firm highlighted a $1.7 billion revenue boost from refreshed full‑size pickups and a $4 billion U.S. plant investment that lowers...
Lam Research Corporation (LRCX) Is Positioned to Benefit From Growing Chip Complexity
Renaissance Investment Management added Lam Research (LRCX) to its Q4 2025 IT allocation, highlighting the semiconductor‑equipment maker’s exposure to AI‑driven chip complexity. Lam’s market leadership in larger die sizes and advanced process steps is fueling demand for its wafer‑fabrication tools. The...
The Best Defense: What 222 Years of Data Reveals About Protecting Your Portfolio
Over two centuries, the classic 60% stock/40% bond mix delivered roughly 7% annual returns but suffered drawdowns exceeding 71%. A new study covering 1800‑2021 evaluated dozens of defensive tactics and identified Defensive Absolute Return (DAR4020) and multi‑asset trend‑following as the...
Microcaps Double, Triple, Then Plunge—Sell Aggressively
Microcaps vs larger caps are two different animals. When a microcap goes up 2x and 3x in a 12-month period the median peak to trough drawdown is 58% and 68%. When an S&P 500 stock goes up 2x or 3x in a...
S&P 500 Forward EPS Hits Record $332, SMIDs Surge
S&P 500 forward EPS a record high of $332 SMIDs also yodeling higher over the last six months @yardeni https://t.co/BfA01cKlKd
Quality Factor's Historic Underperformance Poised for Sharp Reversal
Try to remember that just 3 months ago we were in the middle of the most bizarre underperformance by the Quality factor this century. Almost 1999 on the performance gap. Historically, when this chart snapped, it snapped hard the other...
Five Essential Investor Lessons Amid Market Turmoil
With everything happening out there, it is easy to get swept up in all the emotion. In our latest @CarsonResearch blog, I take a step back and look at 5 lessons all investors need to know. https://t.co/B5u4UhzmLw
Small‑Cap Earnings Rebound, Valuation Discount Sparks Appeal
Small-cap earnings growth is continuing to rebound, at the same time small-caps trade at a valuation discount to large-caps. Mike Wilson (@MorganStanley) explains why he likes small-cap stocks today. https://t.co/VmR4Wvtf8K https://t.co/DyiuOw4Nl4
BDC's Top Holding: SpaceX Stock at 30% Discount
Wait until they find out that a certain BDC’s largest position is SpaceX stock and its trading -30% below NAV
Butler National Posts Explosive Earnings, Still Undervalued
Butler National $BUKS. What a stock... - Q3 revenues (Jan 31) +27% yoy, an acceleration even on tougher comps - operating income +139%, record margins - net income, well you can imagine 🔥 - insiders continue to add - still no coverage - still 7.7x ltm...
Every Double‑Digit S&P Drop Since 1928 Had a Cause
As we noted last year around this time, there is always a reason stocks lose double digits during a calendar year. Only 12 times since 1928 has the S&P 500 finished down double digits and each one had a reason. https://t.co/8bqfgijTgs
Markets Now Drive Geopolitics, Keeping Stocks Resilient
Animal Spirits: The Best Stocks in History Markets rule geopolitics now Why would the Fed raise rates? Why aren't stocks down more this year? Why is gold down 20%? Why are new car payments so high? How to keep your customers happy & more https://t.co/7HhzBVbwb8 https://t.co/D1K44yFSeR
Pension Funds Snap Up $14B Equities, Top Percentile
GS on Flows via BBG: - Pension funds to buy $14 billion in equities for month/quarter-end rebalancing. - Ranks 75th percentile over the past three years in absolute dollar terms, and 97th percentile on a net basis. https://t.co/PkjmgbNxLG
Gold Crushes Stocks Over Every Decade Span
imagine being an investor that is so stubborn to be unwilling to invest in an asset (gold) that has outperformed stocks on a 1, 2, 3, 4, 5, 10 and 20-year time frame... $PHYS $GLD $SPX $TSX not just outperformed... crushed......
Barclays Lifts 2026 S&P 500 Target to 7,650
Barclays raises 2026 year-end S&P 500 target to 7,650 despite Middle East, inflation risks https://t.co/UIix0xSpIM