Today's Stock Investing Pulse
Indian investors urged to add global exposure as rupee hits record low
On May 20 2026 the rupee fell to a record low of Rs 96.97 per dollar, underscoring the urgency for Indian investors to seek foreign exposure. Since the 1991 liberalisation the currency has depreciated about 5% annually, and it dropped 12% in the past year driven by high oil prices, foreign‑portfolio outflows of roughly ₹2.2 trillion ($23 billion) and a persistent inflation gap.
Getlink Posts 15% Q1 Revenue Rise to €371M, Reaffirms Full-Year EBITDA Outlook
Getlink SE announced a 15% increase in first‑quarter revenue to €371 million ($405 million) and reiterated its full‑year EBITDA outlook for fiscal 2026. The lift was driven by higher Eurotunnel traffic and a resilient freight market despite volatile energy prices.
IBM's Software Rebound Drives 19% EPS Surge
$IBM: solid Q getting caught up in software meltdown. EPS growth +19.4%, TR +9.5% and SW +11% with a reaccel from RHT. Consulting in line, Infra up 15% with a nice tailwind from M/F Z. GM...
Gold Stocks to Watch in ‘Structural’ Bull Market
Gold equities remain undervalued even as the metal is up about 7.8% year‑to‑date, prompting analysts at Haywood Securities to label the market a structural bull run. The firm projects gold averaging $4,906 per ounce in 2026 and $5,000 in 2027,...
Warner Bros. Discovery Shareholders Approve Paramount Skydance Deal
Warner Bros. Discovery’s shareholders voted to approve an $81 billion takeover by Paramount Skydance, setting the stage for a major media consolidation. However, a majority of investors opposed a proposed $550 million compensation package for CEO David Zaslav and other executives. The transaction...
Buy‑and‑hold Global Index Outperforms Most Strategies over Life
When it's all said and done - if we're being totally honest - by the time one reaches a ripe old age, most stock investors will earn more money in a buy-and-hold total global equity index portfolio than doing anything...
SME Leaders Show Strong Growth, Lower Valuations
Two popular SME recent results - 1. Prizor Viztech : Revenue 105.93 Cr vs 40.06 Cr (+164.42% YoY) PAT 14.84 Cr vs 5.87 Cr (+152.83% YoY) PE down from ~48x to ~29x post results Margins up Sector Tailwinds Management beats guidance 2. Rajesh Power : Revenue 990 Cr vs...
Lululemon’s 12% Sell-Off
Lululemon’s stock plunged 12% after the board announced former Nike executive Heidi O’Neill as its next CEO. The appointment comes amid a brewing boardroom showdown with founder Chip Wilson, who has launched a rival technical‑apparel platform and is vying for...
RMS Margins Boost May Not Return for Decades
Besides being a multiple expansion story, and besides compounding revenues at a low teens rate for years, $RMS' stock has largely also been a margins expansion story, which is unlikely to repeat over the next 15-20 years.
TSMC's Margins in Uncharted Territory
Taiwan Semiconductor Manufacturing Co (TSMC) posted a 66.2% gross margin in Q1, the weakest quarterly level on record yet still above the usual seasonal dip. Revenue rose 6.4% sequentially to $35.9 billion, beating its own guidance. The margin gain of 3.9...
Resolute on Track to Meet Full-Year Guidance
Resolute Mining posted a strong first‑quarter, generating $119.8 million of operating cash flow and lifting its net cash balance to $315.4 million. Gold production reached 59,603 ounces, with all‑in sustaining costs of $2,210 per ounce in line with guidance. Capital spending of $33.4 million...
QTWO Undervalued vs Peers; Quebec Spodumene Near Unicorn
Excellent chart @zempheth which I've modified slightly to highlight your very correct pointing out the @Q2Metals -Cisco valuation (USD 420M) comp to Azure/Andover which was bought for USD 1.1B+ when spodumene prices were half what they are today. With Elevra proving...
The S&P 500 Bump That Doesn’t Last Stocks Added to the Index Get a Short-Lived Boost but Often Lag Comparable...
A new study by Sandifer, Smith, and Impink finds that while S&P 500 additions enjoy a short‑term price surge, they underperform comparable non‑index peers over the long run. The research expands beyond the usual days‑or‑weeks window, tracking performance for several...
3 Technology Services Stocks to Consider Despite Industry Challenges
Zacks forecasts the Technology Services sector to rebound to pre‑pandemic levels, driven by remote‑work adoption, 5G, AI, blockchain and heightened data‑security demand. The industry posted a 39% total‑return over the past year, trading at a 17.3× EV/EBITDA multiple, slightly below...
Exante Report: Q1 Earnings Growth Hits Multi-Year High
Exante’s Q1 2026 market report projects S&P 500 earnings growth at 12.6% year‑on‑year, only slightly below the 12.8% estimate from December. If historical patterns hold, actual growth could exceed 20%, marking the strongest quarterly gain since Q4 2021’s 32% surge. The...
Five Reasons Global Markets Are Surprisingly Resilient Despite War in Iran
Two months into the Iran conflict, global equities are rallying toward record highs despite heightened geopolitical risk. Investors have largely discounted worst‑case scenarios, focusing on solid corporate fundamentals and abundant liquidity. A surge in artificial‑intelligence chip stocks and robust first‑quarter...
GNT: Fundamentals For Gold Remain Strong, But This Fund Sacrifices Some Upside
The GAMCO Natural Resources, Gold & Income Trust (GNT) offers an 8.18% yield by applying a covered‑call overlay to a diversified portfolio of natural‑resource and gold equities. While the income‑first mandate curtails upside in strong bull markets, recent energy‑sector exposure...
STMicroelectronics Targets $3 Billion in LEO Satellite Revenue; Announces Dedicated Investor Call
STMicroelectronics announced a strategic push into the Low Earth Orbit (LEO) satellite market, aiming to generate more than $3 billion in cumulative revenue from 2026 to 2028. The company reported Q1 2026 net revenues of $3.1 billion, up 23% year‑over‑year, helped by...
Tesla's Terafab Dream
Tesla disclosed its ambitious Terafab project, a joint venture with SpaceX and xAI valued at roughly $25 billion. The plan envisions a 2 nm semiconductor fab capable of 1 terawatt of annual compute—about 50 times current global capacity—and an initial research fab at Giga...
Tesla EPS: Rising CAPEX Fuels AI Pivot
Tesla reported adjusted earnings per share of $0.41, topping the $0.34 consensus and marking a second straight beat. The automaker reaffirmed that its Cybercab, Semi and Megapack 3 will enter volume production in 2026, signaling the end of a prolonged transition....
Netflix Announces 10‑for‑1 Stock Split, First Since 2022, Sparking Analyst Optimism
Netflix unveiled a 10‑for‑1 stock split, the first since 2022, while its shares have fallen 13% since the announcement. Analysts see the split as a catalyst, with median price targets of $115 and a bullish $135 forecast, despite a recent...
Rogers Communications Q1 Profit Jumps 56% as Capex Trimmed 30%
Rogers Communications reported first‑quarter 2026 net income of C$438 million, a 56% year‑over‑year increase, while revenue rose 10.2% to C$5.48 billion. The carrier also announced a 30% reduction in its 2026 capital‑expenditure plan, citing a punitive regulatory environment and shifting market dynamics.
Banner Posts $53.5 M Net Profit as Real‑Estate Loan Delinquencies Slip to 0.39%
Banner (BANR) posted a $53.5 million net profit for Q3 2025, boosted by higher core operating revenue and a 4% dividend increase. The lender’s real‑estate loan portfolio saw delinquent loans fall to 0.39%, while deposits rose $489 million, underscoring robust funding and credit...
Helium Shortage Triggers Small‑Cap Rally as Investors Bet on Alternatives
The closure of Qatar’s Ras Laffan plant and the Hormuz blockade cut roughly 30% of world helium output, pushing spot prices toward $2,000 per thousand cubic feet. Investors have responded by piling into five AIM‑listed small‑cap companies developing alternative helium assets,...
Goosehead Q1 2026 Earnings Spotlight COO Mark Jones Jr.'s Sales Strategy and Expansion
Goosehead (GSHD) posted Q1 2026 revenue of $93.1 million, a 23% year‑over‑year rise, and highlighted President and COO Mark Jones Jr.'s roadmap to grow franchise producers, diversify beyond Texas and scale its Digital Agent platform. The earnings beat and aggressive expansion...
Air Products Beats Q4 Forecast, Posts $3.56 Adjusted EPS and 44% EBITDA Margin
Air Products posted adjusted earnings per share of $3.56 for Q4 2024, a 13% jump that hit the top of its guidance range. The industrial gas leader also lifted its adjusted EBITDA margin to 44% and announced a $1.6 billion dividend...
MRA Advisory Group Cuts $5.35 M From Direxion Nasdaq‑100 Equal‑Weighted ETF
MRA Advisory Group sold 52,132 shares of the Direxion Nasdaq‑100 Equal‑Weighted Index ETF (QQQE), a transaction valued at $5.35 million. The sale reduced QQQE to 2.89% of MRA’s 13F assets, dropping the fund from its fourth‑largest to its tenth‑largest position.
Neptune Insurance Reports Record Q1 Revenue, AI Assistant Launch, $100M Buyback
Neptune Insurance Holdings posted a record first‑quarter revenue of $37.8 million, a 29% year‑over‑year rise, and net income of $7.3 million. The insurer unveiled its AI‑driven ATLAS Plus agent assistant, a beta version inside ChatGPT, and announced a $100 million stock repurchase program...
Tesla Reports Surge in EV Orders as Gasoline Prices Spike
Tesla posted a 16% year‑over‑year revenue increase to $22.4 billion in Q1 2026 and said soaring gasoline prices drove a rebound in electric‑vehicle demand across key regions. The automaker highlighted stronger margins and a rise in full‑self‑driving subscriptions, underscoring a shift...
MSOS: Cannabis Investors Should Be Careful With This ETF
The AdvisorShares Pure US Cannabis ETF (MSOS) remains a Strong Sell because three holdings account for the bulk of its assets, creating outsized volatility. Although a potential federal rescheduling of cannabis could lift earnings by removing 280E tax constraints, the ETF’s...
Colony Bankcorp Q3 2025 Earnings Show 10.5% Organic Loan Growth and Margin Expansion
Colony Bankcorp reported Q3 2025 earnings, posting 10.5% organic loan growth (excluding the TC Federal acquisition) and a net interest margin that rose 15 basis points to 3.32%. The board lifted the quarterly dividend to $0.12 per share and the...
Anthropic’s Secondary‑Market Valuation Hits $1 Trillion, Surpassing OpenAI
Anthropic’s secondary‑market price on Forge Global surged to roughly $1 trillion, eclipsing OpenAI’s $880 billion valuation. The spike reflects feverish buyer interest, limited supply of private‑company shares, and a broader shift in venture capital appetite toward AI startups.
This Retailer Is Due for a Bounce Despite Recent Headwinds, Raymond James Says
On Holding, a sports‑accessories retailer, was upgraded to strong‑buy by Raymond James with a $52 price target, implying about 42% upside from the current price. The analyst highlighted resilient growth, pricing power and a reduced foreign‑exchange drag that can offset tariff...
Novo Nordisk: Value Trap or Value Investment?
Novo Nordisk, once Europe’s most valuable company, has seen its share price tumble more than 56% from a 52‑week high after a series of setbacks. The obesity drug CagriSema failed to meet its primary endpoint in a Phase 3 trial, prompting...
Bluestone’s Revenue Jumps 48% to Rs 681 Cr in Q4 FY26
Bluestone, an omnichannel jewellery retailer, posted Q4 FY26 revenue of Rs 681 cr (≈$82 m), up 48% year‑on‑year, and a profit of Rs 31 cr (≈$3.7 m). For the full year, revenue rose 38% to Rs 2,436 cr (≈$293 m) and the company turned profitable after a Rs 222 cr loss...
What Makes UnitedHealth Group (UNH) the Best in Value-Based Care Service?
Vulcan Value Partners highlighted UnitedHealth Group (UNH) in its Q1 2026 investor letter, noting a 31.89% one‑month stock surge to $353.52. The rally followed the Centers for Medicare & Medicaid Services (CMS) final rate announcement, which raised Medicare Advantage payments by...
Best Health & Fitness Stocks to Buy for the Wellness Boom
The global health and fitness market is projected to reach $7.76 trillion by 2035, growing at a 4.94% CAGR. Consumer demand now spans gyms, supplements, wearables and virtual coaching, while tech giants like Apple and Amazon embed fitness into broader health...
5 Top Small-Cap Value Funds to Buy for Long-Term Growth
U.S. equities have shown resilience amid geopolitical tension and strong earnings, with AI‑driven chipmakers leading the rally. In this environment, Zacks highlights five small‑cap value mutual funds that combine low valuations, solid dividend yields, and attractive growth potential. The funds—Invesco...
Kinross Poised for Iamgold Takeover Amid Gold M&A Frenzy
Given Agnico $AEM is digesting Finland (not that they are tapped out by any stretch) and beginning to look under the hood at B2 Gold $BTG Have to think this is Kinross $KGC moment to strike on Iamgold $IAG and “make...
Sanofi Reports Strong Sales Amid Growing R&D Pressure
Sanofi posts upbeat sales as R&D pressure builds https://t.co/4WUccjXY5D by Kristin Jensen $SNY + 2% $REGN
Analyst Report: Newmont Corp
Argus analyst coverage lifted its outlook on Newmont Corp., the world’s largest gold miner, and raised the firm’s price target. The Denver‑based company, founded in 1921, generates roughly 85% of its revenue from gold and operates across North America, South...
Starlink Posted $4.4B Profit on $11.4B Revenue
Starlink last year: $4.4 billion in operating profit and $11.4 billion in revenue, according to @Reuters review of pending S-1 https://t.co/e9KFllMATS
Secular Bull Markets Can Endure Far Longer than Expected
Wild chart on Animal Spirits this week with @michaelbatnick and @awealthofcs. I'm more of a 'this secular bull started in 2013 on the beakout' guy, but this hammers home how these secular bulls can last much longer than most could ever...
Analyst Report: AGNC Investment Corp
AGNC Investment Corp., a mortgage‑backed securities REIT, reported that widening agency MBS spreads are compressing its net interest margin. The leveraged portfolio magnifies earnings volatility as funding costs rise. Active hedging offsets some spread risk but adds expense, leaving earnings...
AI Winners Accelerate Revenue, Losers Cut Guidance
$NOW dragging down other tech stocks like Rubrik, Crowdstrike, Snowflake, etc. means investors haven't yet grasped how this works. There are winners and there are losers of AI. Those decelerating/cutting revenue guidance - losers. Those accelerating revenue YoY - winners. Easier...
Bullish Odds Slip: 58% Chance S&P Rise
Probabilities are becoming less favorable for bulls. Roughly a 58% chance for a higher S&P 500 a year from now, down from 82% a little over a week ago. https://t.co/IpLeBfyhKL
Shares of Apple Supplier STMicroelectronics Jump After Strong Quarter
STMicroelectronics reported first‑quarter revenue of $3.10 billion, a 23% year‑over‑year increase that topped both its own guidance and analyst expectations. The European chipmaker highlighted accelerating AI‑related demand as major tech firms expand data‑center capacity. Shares in Paris jumped as much as...
Time Multiplies Investments: $10k Grows to $3.3M in 50 Years
If you invested $10,000 in the U.S. stock market 10 years ago you would have $37,595 today. The same investment made 50 years ago would be worth over $3.3 million. The magic of compounding, in one chart… https://t.co/xsMqEDHpje
ELV Cash Margin Triples as Prices Surge, Costs Stay Steady
$ELV reported good CQ1/26 with output up on higher recoveries. Inventories down on higher sales but what stands out for me is the cash margin which rises from US$186/t for the last quarter to US$569/t for this quarter as costs...
USAF to Triple AMRAAM Orders, Boosting Solitron's Top Program
$SODI The US Air Force has requested to triple annual AMRAAM purchases. Based on my due diligence, I believe this is Solitron‘s largest defense program they sell into. https://t.co/azt1d7PWkv
AI Adoption S‑Curve Beats Bubble Narrative
AI "bubble"? Think again. AI stocks are likely to benefit from this S-Curve adoption and our portfolio owns many of these businesses https://t.co/9W3aDdLK3Q https://t.co/UV9KJoT8SH