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%.
York Space Systems to Acquire All.Space for $355 Million, Expanding Into Satcom Terminals
York Space Systems announced a $355 million deal to buy All.Space, a maker of multi‑orbit satellite communications terminals. The transaction, part cash and stock, will make All.Space a wholly‑owned subsidiary and broaden York’s reach from spacecraft to user equipment and network services.
Pilgrim’s Pride Earnings Fall in Q1 Despite Steady Chicken Demand
Pilgrim's Pride reported Q1 FY2026 profit of $101.4 million, or 43 cents per share, a sharp drop from last year's $296 million and $1.24 per share, while revenue modestly rose 1.6% to $4.5 billion. The company cited steady chicken demand, affordable pricing, and ample...
Capex News Splits Big Tech: Alphabet Up, Meta Down
April 30, 2026. The market just split Big Tech in half. Alphabet +7% on a capex raise. Meta -9% on the same kind of news. Microsoft -5%. Amazon flat. Same headline, four different verdicts. That tells you something important —...
Targeting the Underserved Turned NetZero Into a Nasdaq Star
Back in 1999, I met Mark Goldston through Jennifer Fonstad. We became friends instantly. Mark saw something most people missed: America Online was only going after the high-end user. The low-end of internet access was completely ignored. He called it "Joe Sixpack." I called...
3 Large-Cap Value Funds to Buy Amid Record Low Consumer Sentiment
Consumer sentiment hit an all‑time low of 49.8 in April as the U.S.–Iran conflict and surging oil prices stoked uncertainty. Inflation rose to a 3.3% annual rate, the highest since May 2024, keeping the Federal Reserve on hold. In this environment,...
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Most people think the secret to building wealth is finding the right stock. It's not. It's starting before you feel ready. Buffett bought his first stock at 11. Not because he had it figured out — because he started. That $114 compounding...
How to Navigate Geopolitical Stress with MAC3
Bloomberg’s MAC3 Macro Scenario Analysis upgrades stress testing by tying portfolio outcomes to core macro drivers such as GDP growth, inflation, and policy rates. Using a Vector Auto‑Regression model, the framework converts geopolitical events—exemplified by the current Middle East conflict—into...
Meta Shares Tumble 9% Amid 33% Revenue Surge
$META stock is down -9% despite growing revenues +33% y/y in the quarter We break down the quarter as well as Meta's big personalized AI bet in our new business update below 👇
Meta: High‑Quality AI Compounder at 20% Discount
Bought more $META today at 607 and 600. As much as I hate their vague answers and uncertainties around its AI spending and monetization, I cannot ignore the fact that Meta's core business is accelerating, it is one of the...
Is Apple Borrowing Samsung’s Market Expansion Strategy?
Bernstein SocGen Group reaffirmed its Outperform rating on Apple, setting a $340 price target. The firm likens Apple’s current push—new AirPods Max 2, a reduced App Store fee in China, and a forthcoming foldable iPhone—to Samsung’s 2009‑13 expansion that grew its...
When Picks Run Dry, Dividend ETF Wins
I’m a stock picker, and that’s exactly why I respect $TDIV. When individual opportunities are scarce, a quality dividend ETF can be the smartest buy. $TDIV used to be too bank heavy for me. Now it owns many blue chip names I’d happily...
AI Cash Flows Downhill to Power‑heavy Infrastructure
Money is starting to flow downhill - a critical observation for the next few years. The Mags may make all the money but they are spending it faster than they can make it. Their free cash flows are cratering. Best...
Globus Medical Inc. (GMED): Bares Capital Is Buying This Stock
Globus Medical (GMED) entered Bares Capital’s 13F portfolio, holding over 520,000 shares as of Q3 2025. The company is transitioning from a merger integration phase after its NuVasive acquisition to a high‑growth surgical platform. Management expects to capture $170 million in cost...
Medpace Holdings Inc. (MEDP): Bares Capital Trims Stake
Bares Capital, a value‑focused hedge fund, disclosed that it trimmed its Medpace Holdings (NASDAQ:MEDP) position by roughly 30% in the third quarter of 2025, falling to about 111,000 shares after a rapid buildup earlier in the year. Medpace, a global...
Wayfair Inc. (W): Bares Capital Trims Position
Wayfair (NYSE:W) remains a long‑term holding for Bares Capital, but the fund has been steadily reducing its position. After peaking at roughly 5 million shares in early 2022, the hedge fund trimmed the stake to 672,000 shares in the third quarter...
Align Technology Inc. (ALGN): One of the Best Stocks to Buy According to Bares Capital
Align Technology (NASDAQ:ALGN) ranks fourth among Bares Capital’s top small‑cap value picks, with the fund now holding roughly 609,000 shares—a 20% increase from the prior quarter. The fund’s stake has fluctuated since 2018, peaking at over 1.5 million shares in early...
Etsy Inc. (ETSY): One of the Premier Stocks to Buy According to Bares Capital
Etsy (NYSE:ETSY) ranks third among Bares Capital’s top small‑cap value picks, reflecting the fund’s long‑term confidence. Bares Capital built its stake to over 4 million shares by the end of 2023 before trimming to about 1.4 million shares in Q3 2025. The recent...
CoStar Group Inc. (CSGP): Bares Capital Is Bullish on This Stock
CoStar Group Inc. (CSGP) ranks second on Bares Capital’s 10 Best Small‑Cap Value Stocks list, highlighting the hedge fund’s long‑term confidence. Bares Capital built a 67 million‑share position by 2018, trimmed it to under 650,000 shares by 2024, and now holds...
Potential $1.5 T Dry Powder Could Ignite Stock Rally
We haven’t heard much about that mountain of cash supposedly sitting on the sidelines waiting to get sucked into the market. My take has been that the $7.8 trillion sitting in money market funds came from the banks and not...
10-Year Yield Near Breakout, Markets Brace for Volatility
US 10-Year Yields are approaching a crucial breakout zone—are we heading toward the final leg higher? This could trigger volatility across equities and signal a major macro shift. 👉 Read the full analysis: https://t.co/O1bdBUqOoi https://t.co/tP9WV8oG6w
Chams Profit Rises 188% as Cybersecurity Revenue Triples
Chams Holding Company Plc reported a 188% jump in first‑quarter profit to ₦429.4 million ($311 k), propelled by a 240% surge in cybersecurity revenue. Total revenue rose 8.5% to ₦4.20 billion ($3.05 m) while cost of sales fell 7.2%, sharpening margins. Cybersecurity and infrastructure...
Qualcomm Shares Surge 19% on AI‑focused Earnings Beat
.@Qualcomm stock is up 19% on earnings beat, and datacenter & AI expectations. Qualcomm CEO spoke to @jonfortt on CNBC moments ago. ‘Agent driven devices ‘ will need more CPU, says @cristianoamon, Qualcomm CEO. I will argue that we have...
Amazon's Free Cash Flow Could Turn Negative Next Quarter
MyPOV - Next quarter KPI to stop for @Amazon - free cash flow. Amazon never generate the cash flow like its tech competitors due to the retail nature of the business. Will they go negative like @Oracle did / has?...
Should You Act on These Investing Rules of Thumb?
The article critiques common investing adages, testing them against today’s volatile market marked by geopolitical tensions, inflation and record equity highs. It argues that selling after a 100% gain often forfeits larger upside, especially in mega‑caps like Nvidia, and warns...
TTD Slowdown Misread; Fundamentals Remain Solid
$TTD slowdown is misunderstood - Dominant independent DSP for open internet ads - Growth slowed in '25, stock crushed - Amazon/AI fears overblown - Advertisers still need independent DSP platforms - No scaled comps ~$10B mkt cap, $1.3B net cash, ~$1B FCF Pitch by Saga Partners https://t.co/EyIxIZoKfB
Equal‑Weight Index Beats Weighted Despite Blockbuster Mags Earnings
Blockbuster earnings from the Mags…BUT the equal weight is massively outperforming the weighted index today. 🤔
Sanmina’s Revenue Surges 102% as Accelerated Compute Drives Cloud‑AI Sales
Sanmina Corp. posted a 102% year‑over‑year revenue increase to $4.01 billion, driven by a surge in accelerated‑compute shipments for cloud and AI infrastructure. The earnings call highlighted component shortages that could temper growth, but the company sees the trend as a...
Inseego to Acquire Nokia's Fixed Wireless Access Business
"Inseego $INSG said on Thursday it will acquire Nokia's $NOK fixed wireless access, or FWA business, to expand its global footprint in wireless broadband." https://t.co/O5VEKjus4K via Seeking Alpha
Rising Global Debt Signals Fiat Debasement, Boosting Gold‑Silver Miners
IMF warns: Global govt debt exploding to 102% of GDP by 2030 highest since WWII. US + China leading the charge. Translation? Fiat debasement ahead. Gold & silver miners are your leverage play. Cash-flow machines with rising metal prices. $gdxj...
Kite Realty Posts Q1 Earnings, Boosts Share Buyback by $152 Million
Kite Realty Group Trust announced Q1 2026 results featuring 3.6% same‑property NOI growth and a 94.7% lease rate, while completing a $152 million share repurchase of 6 million shares. Management highlighted strong rental dynamics and a seller‑friendly market.
Wedbush Boosts Oracle Stake as OpenAI Woes Drag Tech Stocks
Wedbush Securities increased its holding in Oracle Corp., reiterating a $225 12‑month price target even as OpenAI’s missed user and revenue goals triggered a broader tech sell‑off. The broker argues the market overreacted to the Wall Street Journal report, seeing...
Michael Burry Warns SpaceX IPO Could Force 401(k) Funds Into Low‑float Stock
Michael Burry, the hedge‑fund manager famed for betting against the 2008 housing market, warned that SpaceX’s confidential filing for what could be the largest IPO ever may be automatically added to the Nasdaq‑100 under a new “Fast Entry” rule. The...
Microsoft CFO Amy Hood Announces $31.9B AI‑Heavy Capex as Q3 Profit Surges
Microsoft posted a $31.78 billion net profit for Q3 2026, driven by a 29% jump in cloud revenue to $54.5 billion. CFO Amy Hood said the company is accelerating AI and cloud spending, with $31.9 billion in capital expenditures—two‑thirds of which fund GPUs, CPUs...
Microsoft Q3 FY26 Beats Forecast as Cloud and AI Drive Profit, Xbox Revenue Plummets
Microsoft reported $82.9 billion in revenue and $4.27 earnings per share for Q3 FY26, beating analysts' expectations. Cloud and AI segments delivered record growth, lifting operating income sharply, even as Xbox hardware revenue collapsed 79% year‑over‑year.
Paramount‑Warner Bros. Discovery Merger Puts Peacock’s Growth on Thin Ice
The Paramount‑Warner Bros. Discovery merger has sparked a strategic debate over Peacock’s ability to expand. NBCUniversal’s streamer, with 46 million paid subscribers and more than $10 billion in cumulative losses, now faces heightened pressure to improve profitability and differentiate its offering.
Active Management Returns as Market Shows Clear Winners
Active management making a comeback?!? There is actually dispersion in the market. There are now winners & losers. https://t.co/2IElGGZKWi
SpaceX’s S‑1 Flags Technical Hurdles for Orbital AI Data‑Center Ambitions
SpaceX’s confidential S‑1 filing outlines a $1.75 trillion IPO goal and a vision for orbital AI data centers delivering 100 TW of compute, yet it flags steep technical, thermal and regulatory challenges. The filing also ties CEO Elon Musk’s compensation to extreme...
Tyler Technologies Posts 9% Revenue Rise, SaaS Sales Jump 23.5% to $222.4M
Tyler Technologies posted a 9% increase in first‑quarter revenue to $613.5 million, with SaaS revenue soaring 23.5% to $222.4 million. The growth lifted recurring revenue to 88% of total sales and helped the company post a modest profit beat, highlighting the durability...
SoftBank Launches Roze AI, Targets $100 Billion IPO to Automate Data‑center Builds
SoftBank Group announced the creation of Roze AI, a robotics and AI firm designed to automate data‑center construction in the United States. The venture is being prepped for an initial public offering that could value the company at $100 billion, with...
Diversified Long-Term Investing Turns Market Turbulence Into Opportunity
Remember this the next time you find yourself in a turbulent market with bad news: 1. You are a long-term investor 2. Diversified portfolios are resilient 3. Down markets present opportunities 4. Corrections and bear markets have always given way to a recovery https://t.co/7U3OZH4iTy
Avalyn Pharma Prices $300 Million IPO at $18 per Share, Expanding Biotech B2B Financing
Avalyn Pharma announced the pricing of its upsized initial public offering, selling 16.67 million shares at $18 each to raise $300 million. The Nasdaq‑listed biotech will use the proceeds to advance its pulmonary‑fibrosis pipeline and deepen B2B collaborations across the pharmaceutical supply...
On the Cusp of Sale, Canadian Natural Gas Producer ARC Resources Delivers Bullish Results, Outlook
Shell is moving to acquire Canadian natural‑gas producer ARC Resources, a deal that would give the oil major access to ARC's extensive Montney shale assets. ARC reported record first‑quarter production, underscoring its role in meeting rising global gas demand. The...
Dividend Growth Stocks Model Portfolio: April 2026
Kyle Guske’s April 2026 Dividend Growth Stocks Model Portfolio presents 30 core large‑, mid‑ and small‑cap equities selected for dividend growth potential. The large‑cap list includes high‑profile names such as Tesla, Netflix and Disney, with analyst coverage ranging from 10 to...
MongoDB Could Be Setting Up for a Sharp Earnings Rebound
MongoDB (NASDAQ: MDB) is being undervalued as investors focus on short‑term guidance and perceived AI disruption risks. The company’s Atlas cloud platform, praised for its document‑centric architecture, enables cost‑effective semantic and vector searches that simplify AI deployment at scale. While...
TMTB Morning Wrap; Google, Amazon, MSFT, META KLAC EQIX & More Earnings Roundups
The earnings season highlighted AI and compute as the dominant theme, with Google delivering the cleanest results—search up 19% and cloud revenue soaring 63%—while raising FY26 capex to $180‑190 billion and hinting at a steep FY27 increase. Amazon posted solid growth,...
Gildan Activewear’s Q1 Impacted by Planned Inventory Reductions
Gildan Activewear reported Q1 2026 net sales of $1.17 billion, a 63.8% year‑over‑year increase driven largely by its December acquisition of HanesBrands. The boost was partially offset by a 9.3% pro‑forma decline because the company deliberately cut sell‑ins to trim...
KBS’s Marc DeLuca Sees Capital Market Reset Underway for Commercial Real Estate
Marc DeLuca, CEO of KBS, says today’s commercial‑real‑estate market is experiencing a capital‑markets reset rather than a fundamental shift in property use. He highlighted that REITs have outperformed major indices by concentrating on high‑quality, sustainable assets, and that falling interest...
Canal+ Group Reports Stable Q1 as MultiChoice Integration Advances Toward Johannesburg Listing
Canal+ Group posted unaudited Q1 2026 results on April 28, showing consolidated revenue essentially flat year‑over‑year. The company highlighted that the integration of South Africa’s MultiChoice is progressing on schedule, with a Johannesburg listing slated for later this year. EBITDA...
Adani Enterprises Posts ₹220.71 Crore Loss in Q4 FY26
Adani Enterprises reported a net loss of ₹220.71 crore (≈ $27 million) in Q4 FY26, a swing from a ₹3,844.91 crore profit a year earlier. Revenue from operations surged 20.3% YoY to ₹32,439.31 crore (≈ $3.9 billion), while full‑year revenue rose 2.6% to ₹100,468.61 crore (≈ $12.1 billion). Despite the...
ANA, JAL Eye Double-Digit Net Profit Drops in FY 2026 Amid Mideast Conflict
ANA Holdings and Japan Airlines both warned that FY 2026 net profit will tumble double‑digit percentages after posting record earnings last year. ANA expects a 43.2% plunge to ¥96 bn ($612 m), while JAL projects a 20.1% drop to ¥110 bn ($702 m), driven primarily...