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 %.
‘Energy Security’ Drives Schneider Electric Growth: CEO
Schneider Electric posted a record $11.4 billion in first‑quarter 2026 revenue, up 11.2% organically, driven by a surge in data‑center demand and AI‑related projects. The energy‑management segment grew 12.8% year‑over‑year, with North America leading at 15.9% growth, thanks to high‑density server cooling needs. CEO Olivier Blum linked the performance to the AI boom and heightened geopolitical uncertainty, which he says accelerates electrification and energy‑security investments. The company reaffirmed its 2026 targets while noting weaker sales in the Middle East and Africa.
How Management, Property Type Can Help Apartment REITs Weather Rent Downturn
RBC forecasts Canada’s apartment vacancy rate to top 3% by 2026 as immigration slows and new supply floods the market, pressuring rents. Equiton Living’s COO Jonathan Fleischer says the downturn is cyclical, not structural, and highlights that legacy, affordable buildings...
S&P 500 up 12% yet 6% Cheaper This Year
Despite it's +12% gain, the S&P 500 has gotten 6% cheaper this year. via Duality Research
Invest in Price, Not Just Great Stocks
Ben Graham didn't teach people to find great stocks. He taught them to find great prices. There's a difference, and most investors never learn it.
Talk Your Book: Animal Spirits Live with F/M Investments
F/m’s new Compounder ETF series targets after‑tax investors by deferring income, cutting dividend tax drag, and offering higher after‑tax yields. The firm highlights hidden costs in traditional dividend reinvestment programs, advocating market‑order purchases to preserve returns. It contrasts the liquidity...
IBIT's Strong April Flows Defy Negative YTD Trend
$IBIT coming in at #11 in April flows with $2.3b, baller number considering it's only ETF on list with negative YTD return. Typically only see that with Vanguard ETFs (their invs buy rain or shine). Good sign for long-term viability...
Total Return Forecasts: Major Asset Classes | 4 May 2026
The Global Market Index (GMI) long‑term return outlook nudged higher in April, with the annualized return estimate now exceeding 7%. This places the forecast at the upper end of recent analyst projections. Despite the uptick, the index’s trailing ten‑year performance...
Tyson Foods' Total Returns: Tasty Treats for Income Investors?
Tyson Foods (TSN) is positioned for a substantial price rally, with analysts projecting up to 50% upside over the next 18‑24 months. The company’s 3.2% dividend, paid from roughly half of its earnings, and ongoing share‑buybacks enhance total‑return appeal for...
8 Best Quantum Computing Stocks to Buy and Hold for 10 Years
Research and Markets’ April 29 report signals that quantum computing is shifting from experimental R&D to early commercialization, with 2026‑2030 identified as a pivotal growth window. The sector is moving from quantum‑as‑a‑service toward enterprise‑level hardware deployments despite challenges like error...
5 Best Quantum Computing Stocks to Buy and Hold for 10 Years
IonQ (NYSE: IONQ) announced a Master Service Agreement with Florida LambdaRail to construct a 100‑mile quantum‑safe network across Florida, leveraging its quantum key distribution technology. The initiative aims to protect regional research and education institutions from future quantum‑enabled cyber threats....
Cathie Wood Buys $28.7M of Meta Shares as Stock Slides 9% Post‑Earnings
Ark Invest’s Cathie Wood bought 47,201 shares of Meta Platforms for roughly $28.7 million on April 30, after the stock fell 9% on earnings. The move underscores Wood’s confidence in AI‑driven growth and adds fresh momentum to a volatile mega‑cap tech sector.
Citi Research Says AGR Relief Boosts Vodafone Idea’s Debt Funding Prospects
Citi Research reports that the Indian government’s 27% reduction of Vodafone Idea’s Adjusted Gross Revenue dues to Rs 64,046 crore (≈$7.7 bn) improves the carrier’s balance sheet and clears a path for a Rs 250 bn (≈$3 bn) bank debt raise. The relief eases financing for...
Costco Hikes Dividend 13% as Earnings Surge, Underscoring Club‑store Strength
Costco Wholesale increased its quarterly dividend by 13%, the latest move in a decade‑long pattern of double‑digit hikes. The raise follows a first‑half fiscal 2026 revenue of $136.9 billion and a membership renewal rate that remains near 90%, signaling confidence in...
S&P EPS Growth Forecast Cracks Amid Narrowing Leaders
Coming up on @thestreetpro The 2026-7 S&P EPS Growth Argument Has Many Holes In It * Especially in a continued narrowing of leadership (in profits and price appreciation) in a "K-shaped" S&P Index... * With interest rates, inflation and the price of crude...
OpenAI Misses 2025 Revenue and User Targets, Sparking CRO Concerns
OpenAI disclosed that it missed its internal 2025 revenue and user‑growth benchmarks, a setback that fuels skepticism among investors and CROs about the company’s go‑to‑market execution. The shortfall reverberates across its cloud partners, rivals and an upcoming IPO plan.
Foreign Investors Pull $7.4 Billion From Indian Equities in April, Favor AI Hubs
Foreign portfolio investors dumped Indian equities worth ₹60,847 crore ($7.4 bn) in April, marking a second straight month of heavy outflows. Analysts link the shift to soaring AI‑related investments in South Korea, Taiwan and Japan, a trend that could reshape underwriting and...
Vicor Q1 2026 Revenue Jumps 20% as New Fab Strategy Fuels Growth
Vicor Corp reported first‑quarter 2026 revenue of $113 million, up 20.2% year‑over‑year, and announced a shift toward acquiring existing fab facilities and adding a second 3DI interconnect line. The moves aim to ease capacity constraints while expanding the company’s defense and...
GameStop Bids $55.5 B for eBay in $125‑per‑share Cash‑stock Offer
GameStop Corp. has lodged a non‑binding proposal to buy eBay Inc. for an aggregate equity value of about $55.5 billion, offering $125 per share split evenly between cash and GameStop stock. The bid lifts eBay shares 12.3% and GameStop shares 8.2%...
ET Alpha Wealth Summit: D-St Moguls Set to Decode the Next Wealth-Creation Avenues
The Economic Times will host the ET Alpha Wealth Summit on June 4 in Mumbai, gathering leading fund managers and macro experts to chart India’s next wealth‑creation pathways. Speakers such as Saurabh Mukherjea, S Naren, Nilesh Shah and Vikas Khemani will tackle...
Amazon's Record Q1 Beats Forecasts, AWS Drives Analyst Target Hikes
Amazon reported a $181.5 billion first‑quarter revenue, a 17% YoY rise, and AWS revenue surged 28% to $37.6 billion, its fastest growth in 15 quarters. The results triggered five Wall Street firms, led by JPMorgan, to raise price targets, with the highest...
Factorial Energy's $1.1B SPAC Deal Targets Solid-State EV Batteries and Defense Drones
Factorial Energy has signed a definitive SPAC merger with Cartesian Growth Corp III, valuing the solid‑state battery startup at roughly $1.1 billion and securing $100 million of new capital. The deal, slated for a mid‑year Nasdaq debut under the ticker FAC, positions...
Figma Shares Drop 16% After Anthropic Unveils Claude Design, Raising AI Competition Fears
Figma's shares fell 16% after Anthropic introduced Claude Design, a generative AI tool that mirrors Figma's design capabilities. The slide follows earlier pressure from Anthropic's Mythos AI model and comes ahead of Figma's May 14 earnings, where analysts expect $316 million...
Why Lockheed Martin's Earnings Miss Could Be a Blessing in Disguise
Lockheed Martin reported a disappointing Q1 2026, missing earnings and cash‑flow forecasts while revenue remained flat year‑over‑year. The miss triggered a sharp sell‑off, sending the stock down roughly 27% since early March. Despite the weak quarter, management reaffirmed full‑year guidance,...
Why Alphamin Has Been Shooting the Lights Out
Alphamin is set to post a record‑quarter profit of roughly $158 million as tin prices, which have nearly doubled since early 2025, remain elevated around $48,000 per tonne. The South‑African‑listed miner produces about 5,000 tons per quarter and expects a generous dividend...
Berkshire Hathaway Is Now Sitting on a Record $397 Billion in Cash. And It’s Not the only Firm Reluctant to...
Chief Executive Greg Abel disclosed that Berkshire Hathaway’s cash reserves have swelled to a record $397 billion, primarily held in U.S. Treasury bills. Warren Buffett described the current equity market as a “casino,” saying prices are too high to justify new...
Prediction: Where Chevron Stock Will Be in 1 Year
Chevron shares have surged more than 40% over the past year as oil prices spiked amid the Iran‑Houthi conflict. The company expects 7‑10% production growth in 2026, fueled by the Hess acquisition and organic expansion in the Gulf, Permian and...
Extracting Alpha From the Factor Zoo Through Systematic Investing
ORCA Hedge, a Gothenburg‑based boutique, has launched a systematic long/short equity strategy that targets hundreds of risk factors and dynamically filters them to capture the most effective premia. The fund, officially opened in early 2025 after four years of development,...
CPI Card Group’s Quiet Cash Machine Faces a Digital Reality Check
CPI Card Group posted record 2025 revenue of $543.5 million, a 13% year‑over‑year increase, driven by strong demand for physical debit and credit cards and the Arroweye Solutions acquisition. Operating cash flow surged 37% to $60 million, while adjusted EBITDA rose 34%...
JD Sports Crisis: Where Leadership Lost Control in a Slowing Market
JD Sports issued a profit warning that trims full‑year earnings to about £849 million (≈$1.08 billion) after like‑for‑like sales slipped 5.3% in the UK and 3.4% in Europe. The retailer’s share price has slumped to around 67 GBX, driving its earnings multiple down...
Trump Tariffs Threaten German Car Earnings, Double‑digit Drops
Good Morning from Germany, where car stocks are under pressure after Donald Trump vowed to impose a 25% tariff on European autos, escalating the trade dispute. A renewed tariff push would weigh on earnings across the sector. Bernstein expects headwinds...
What US Firm Danaher Learned From Warren Buffett
Danaher has delivered roughly 200,000% shareholder returns over four decades by evolving from a failing property firm into a leading healthcare‑equipment conglomerate. The transformation hinged on the Danaher Business System, a kaizen‑based operating model that drives continuous improvement across acquisitions....
Ather Energy Crosses Rs 1,100 Cr Revenue in Q4 FY26; Losses Trim 57%
Electric two‑wheeler maker Ather Energy posted a record Q4 FY26 operating revenue of ₹1,175 crore (≈$157 million), a 74% year‑on‑year increase, while its quarterly loss shrank 57% to ₹100 crore (≈$13 million). For the full fiscal year, revenue grew 63% YoY and losses narrowed...
Analysts Upgrade DBS, Lift Target Price on Improved Forecasts, Wealth Franchise Growth
Singapore’s DBS Group posted a modest 1% rise in Q1 net profit to S$2.93 billion (≈$2.17 billion), beating analysts’ forecasts. CGSI upgraded the stock to “add” and raised its target price to S$63.80 (≈$47 USD), while Macquarie moved its rating to “neutral” and...
Roblox Blames Age-Verification Rollout for Lowered Growth. Stock Tumbles 22%
Roblox announced that mandatory age‑verification for chat, introduced in January, has slowed user growth and forced the company to cut its full‑year 2026 bookings forecast by about $900 million. Daily active users rose 35% year‑over‑year to 132 million but fell short of...
Profit Plunge, yet Huge Dividend Shows Priorities
The company behind your morning TEH TARIK at Pak Man just reported a 33% profit drop — and still declared RM110 million in dividends the same day. That sequence tells you who’s protected first.
Asia Now Holds Six of World's Top Ten Stock Markets
The Asia Century 20 years ago, just 2 of the world's 10-largest stock markets came from Asia. Today, 6 out of the top 10 are from the region. China's equity market, which didn't make the top 10 list in 2006, is about...
JP Morgan Says Resilient Earnings Will Buoy Equities Amid Stagflation Fears
JP Morgan’s latest market outlook argues that global corporate earnings are holding up, with 2026 earnings forecasts being revised upward across most regions. The bank says this earnings momentum can counteract bearish sentiment tied to stagflation, keeping equity markets on a...
AVI Polymers: Debt‑Free, Promoter‑Led, Gaining Packaging Clients
AVI Polymers isn’t flashy. But 3 things caught my eye in the AR: 1993: Started as a trading firm in Ahmedabad. 2026: Into industrial polymers, solvents, specialty chemicals. 1. Zero long-term debt 2. Promoter holding >70% 3. New clients in packaging sector Risks: Thin margins, client...
NAB H1 Profit Rises, Revenue Miss Fuels Trim
NAB 1H26: underlying profit +6.4% but revenue missed; statutory profit hit by software amortisation; CET1 11.65% (pro‑forma 12.05%). Risks: margin pressure, investor scepticism. Trade: trim NAB on earnings gap. 📉 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Prediction: Buying Enbridge Today Could Set You Up for Life
Enbridge (ENB) offers a 5.1% dividend yield, well above the market average, and operates as a fee‑based energy‑infrastructure provider that sidesteps commodity price swings. Its network moves oil and natural gas across North America, generating stable cash flow regardless of...
Vertiv Posts 83% Earnings Jump on $15 B AI Data‑Center Backlog
Vertiv announced an 83% rise in earnings, crediting a $15 billion AI data‑center project backlog that is spurring demand for its liquid‑cooling solutions. The surge lifts adjusted operating margins to 20.8% and underpins a bullish outlook for the next 18 months.
Why ETF Investors Should Always Check for Overlapping Holdings
ETF investors often assume that holding several funds guarantees diversification, but overlapping holdings can mask true concentration. When multiple ETFs own the same top stocks—such as Apple, Microsoft, or Nvidia—the portfolio’s risk becomes focused on a handful of names. This...
Index Funds Act as Momentum, Ignoring Quality, Distorting Markets
Terry Smith on how index fund investing is not passive investing but rather a momentum strategy "The increasing proportion of equities held by index funds are invested without any regard to the quality or valuation of the shares bought, which produces...
BofA's SPX EPS Revisions 2026‑27 Shock the Market
Incredible SPX EPS revisions for 2026 and 27... really is one for the books BofA https://t.co/Gkg3akKVJP
My Top Energy Stock for May 2026 and Beyond
Cameco (CCJ) is positioned to profit from a global nuclear renaissance sparked by energy‑market volatility and geopolitical tensions. The company supplies high‑grade uranium from its McArthur River and Cigar Lake mines at costs around $15 per pound, while spot prices...
Tech Earnings Growth Hits 17% YoY, Highest Since 2021
BofA: Using adjusted values for Alphabet, Meta, and Amazon, we estimate underlying growth is tracking closer to 17% YoY, still the highest since 2021, and a 5% beat vs. consensus on April 1. It’s not just mega caps: median EPS growth...
Overweighting Current Conditions Leads to Market Mispricing
Investing Quote of the Day: “One of the most powerful sources of mispricing is the tendency to over-weight or over-emphasize current conditions.” - Bill Miller (@B3_MillerValue) https://t.co/y5DMs8bj24
Legacy Minerals’ Gold and Silver Bounty Delivers Robust Mt Carrington Scoping Study
Legacy Minerals released a scoping study for its Mt Carrington gold‑silver project in northeast NSW, projecting a 19‑year mine life with 373,000 oz of gold and 9.91 Moz of silver. In the base‑case scenario the development is expected to generate $1.27 bn of free...
Stock Returns Mirror Underlying Business's Capital Earnings
"Over the long term, it's hard for a stock to earn a much better return than the business underlying it earns. If the business earns 6% on capital... you're not going to make much more than 6%." — Charlie Munger....
2025: 79% Large‑Cap Funds Lag S&P
There is no Warren Buffett to replace Warren Buffett at BRK. In 2025, 79% of all active large-cap U.S. equity funds underperformed the S&P 500, worse than the 65% rate observed in 2024 and the fourth-worst year for active large-cap managers...