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%.
Retirees and Pre‑Retirees Urged to De‑Risk Portfolios as Market Volatility Returns
Financial advisers are urging retirees and those nearing retirement to reduce equity exposure and shift toward high‑quality bonds as recent market swings threaten portfolio stability. The guidance, highlighted in a Washington Post piece referencing Morningstar analysis, comes as stocks hover near all‑time highs but show heightened volatility, prompting a timely rebalancing push.
Iran War Sparks 6.4% Portfolio Drop, Oil Spike to $120, Then Rapid Market Bounce
The sudden escalation of the U.S.-Iran war in early April 2026 sent oil to $120 per barrel and knocked the Pernas Research portfolio down 6.4%, outpacing the S&P 500’s 4.3% decline. A two‑week cease‑fire sparked a swift rebound, with the...
Vivendi Posts Flat Q1 Revenue of €69 Million, Highlighting Media Sector Strain
Vivendi announced first‑quarter 2026 revenue of €69 million, unchanged from a year earlier, while its gaming arm Gameloft also posted flat sales of €68 million. The stagnant top line underscores broader challenges confronting traditional media firms amid evolving consumer preferences.
Goldman Sachs Q1 Beat Meets Stock Dip as Investors Question Peak Cycle
Goldman Sachs reported its second‑highest quarterly earnings ever, with EPS of $17.55 and revenue of $17.2 billion, yet the stock fell 3.06% in pre‑market trading. Analysts say the decline reflects market worries that the current performance may represent a cyclical high...
IBM Q1 2026 Earnings Preview: 5 Things To Know
IBM is set to report Q1 2026 revenue of about $16.2 billion, a 7.1% year‑on‑year increase that tops Wall Street forecasts. The outlook highlights growth in software, driven by workload‑based pricing and the recent $11 billion Confluent acquisition, while the z17 mainframe cycle...
Gradient Capital Adds $2.9 Million Stake in Dimensional Global Core Plus Fixed Income ETF
Gradient Capital Advisors, LLC disclosed a $2.87 million purchase of 52,666 shares of Dimensional Global Core Plus Fixed Income ETF (DFGP), lifting its position to 3% of its reportable 13F assets. The move underscores continued investor appetite for diversified, global fixed‑income...
Royal Unibrew Q1 Profit Rises 35% to DKK171 M ($24 M), Boosting Euro Consumer‑Goods Outlook
Royal Unibrew A/S posted a first‑quarter profit of DKK171 million ($24 million), up 35% from a year earlier, while revenue climbed 3.3% to DKK3.311 billion ($463 million). The earnings beat underscores resilience in the European beverage market and lifts sentiment for consumer‑goods stocks on...
Bank of America Boosts Apple to $325 Target Ahead of Q2 Earnings
Bank of America reaffirmed its Buy rating on Apple, maintaining a $325 price target that implies a 23.4% upside from the current $263.40 share price. The note highlights the M5 chip family as a catalyst and projects revenue of $465.6 billion...
Citi's Scott Chronert Warns of a ‘Reverse Perfect Storm’ as Tech Earnings Could Spark Market Rally
Citi’s head of U.S. equity strategy, Scott Chronert, says a “reverse perfect storm” in tech earnings could lift the broader market as lagging software and hyperscaler segments surprise investors. With the S&P 500 near a record $7,147 and the Nasdaq hitting...
Pharmaceutical Executive Daily: UnitedHealth Raises Full-Year Profit Forecast
UnitedHealth Group reported adjusted earnings of $7.23 per share in Q1, well above analyst expectations, and used the momentum to raise its full‑year profit outlook. The boost reflects tighter medical‑cost controls and higher government reimbursement rates across its insurance operations....
How Much of SpaceX Will Elon Musk Own After IPO Will Surprise You
SpaceX filed an IPO prospectus revealing a dual‑class share structure that gives Elon Musk about 42% of the equity but roughly 79% of the voting power through super‑voting Class B shares. The public will receive Class A shares with one vote each,...
Buy These ‘Income Darlings’ to Boost Your Portfolio, Says Jefferies
Jefferers is urging investors to add high‑yield, fundamentally solid stocks as market volatility spikes from geopolitical tensions. The firm highlights three “income darlings” – Target (TGT), CVS Health (CVS) and Zions Bancorp (ZION) – each offering dividend yields above 2.8%...
Stagflation Dead Ahead! | Chance Finucane
Chief Investment Officer Chance Finucane of Oxbow Advisors warns that the oil price shock from the Iran conflict is igniting a fresh inflation surge that could drag growth into stagflation. He believes markets are already pricing a near‑term de‑escalation, leaving...
The Logic of Equity Has Changed as Investors Grow More Selective
Investors are tightening the criteria for equity investments, emphasizing execution, profit margins, and sustainable cash‑flow rather than sheer growth potential. While capital remains plentiful, it is gravitating toward companies that can demonstrate disciplined capital allocation and clear long‑term value. The...
Robustness Ratio Reveals True Competitive Strength
Nick Sleep's "robustness ratio," introduced in his 2005 Nomad Partnership letter, offers a fascinating lens through which to view a company’s competitive strength. The idea is simple yet powerful 💡: The robustness ratio compares the value a company provides to...
Not Hype, the Compute Shortage Is Real
Chinese A‑share computing‑power leasing stocks surged in mid‑April, with several firms hitting daily limit‑up as AI demand outpaces chip supply. Token consumption on platforms like OpenRouter jumped 7‑8× year‑over‑year, pushing daily usage past 140 trillion, while high‑end GPU rentals rose 40%...
Energy Stocks Poised for 10x Gains, Ignored
I sat down with @JosefSchachter, one of Canada's most respected energy analysts with 45+ years in the market. Crypto can be interesting, but energy stocks can easily do a 10-20x themselves. He told me energy stocks are about to 10x, and most...
UnitedHealth Q1 '26 Earnings: Wall Street Is in Love Again
UnitedHealth Group posted Q1 2026 revenue of $111.7 billion and adjusted earnings per share of $7.23, beating the $6.57 consensus by 11%. The company raised its full‑year adjusted EPS guidance to over $18.25 per share and saw its stock jump about 9%...
Michael Burry of "The Big Short" Fame Warns of Inflated Tech Stock Valuations Amid Fears of an AI Bubble
Renowned investor Michael Burry warned that many Nasdaq‑100 tech firms have inflated earnings by up to 20% over the past decade, largely through aggressive accounting of stock‑based compensation. He argues that this misreporting pushes price‑to‑earnings multiples to around 30×, higher...
Nokia Shares Surge 2.9% to $10.61 Ahead of Q1 Earnings on AI Networking Demand
Nokia's stock rose nearly 3% to $10.61 on Monday, spurred by strong investor interest in AI‑driven and optical networking demand ahead of its Q1 2026 earnings. The rally reflects broader optimism that telecom operators will boost capex for next‑generation infrastructure,...
SCHD Early Investors Reap 12.5% Yield on Cost After 14 Years
Investors who bought the Schwab U.S. Dividend Equity ETF (SCHD) at its October 2011 launch are now earning a 12.5% dividend yield on their original investment. The rise reflects more than a five‑fold increase in per‑share payouts and underscores the...
Apeloa Pharmaceutical Q1 Profit Rises to RMB249 Million as Revenue Falls 10%
Apeloa Pharmaceutical reported a slight rise in first‑quarter profit to RMB249 million ($35 m) versus a year earlier, even as revenue dropped 10.4% to RMB2.45 billion ($343 m). The results underscore both growth in earnings per share and pressure on top‑line sales in China’s...
JPMorgan Chase Q1 Earnings Prompt Analyst Scrutiny on Growth, Margins
JPMorgan Chase reported first‑quarter 2026 results, lifting its share price to $317.65 from $313.68. While revenue rose on strong market‑division activity, analysts used the call to press management on growth sustainability, margin pressure and upcoming regulatory capital changes.
Ex-Lone Pine Partner Launches $1 Billion CenterBook Fund to Aid Pod‑Model Managers
David Stemerman, former Lone Pine partner, has raised more than $1 billion for CenterBook Partners, a hedge‑fund platform designed to support fundamental managers sidelined by the industry’s pod model. The fund seeks to isolate pure stock‑picking alpha and offer a capital...
Remitly Chief Legal Officer Sells $650K of Stock as Company Posts Record Profitability
Remitly's chief legal and corporate affairs officer, Saima Somalya, sold 35,976 shares for roughly $650,000 on April 14‑15, 2026, cutting her direct holding by 12.2% to about $4.9 million. The sale comes as the cross‑border payments firm reported its first full‑year...
Meta Shares Slip 1.7% Ahead of Q1 Earnings as $135 B AI Spend Draws Scrutiny
Meta Platforms' shares dropped 1.71% to $676.79 on Monday, reflecting investor anxiety over a $115‑$135 billion AI‑focused capital spend. The dip comes ahead of the company's Q1 earnings call, where CEO Mark Zuckerberg and CFO Susan Li will field questions on...
Netflix Beats Q1 2026 Earnings but Shares Drop on Weak Guidance
Netflix posted Q1 2026 revenue that topped estimates, buoyed by price hikes and ad‑supported growth, but its Q2 guidance fell short of analyst forecasts. The miss, combined with co‑founder Reed Hastings’ upcoming board departure, pushed the shares down almost 10%...
Alaska Airlines Reports 1Q Loss, Uncertainty
Alaska Airlines reported a Q1 loss of $193 million, or $1.68 per share, driven by higher fuel costs and disruptions in Puerto Vallarta and Hawaii. Revenue reached $3.3 billion with RASM up 3.5% year‑over‑year and premium demand rising 8%, while international long‑haul...
Invest for 20 Years, Not Perfection: Choose Worthy Businesses
Nobody asks "is this the perfect marriage?" They ask "is this person worth building a life with?" Investors should think the same way. Not: "Is this the best stock in the market?" But: "Is this a business I'd be proud to own for 20...
Was ABF Right to Demerge Primark?
ABF announced it will demerge its fashion retailer Primark from its food operations, creating two separately listed companies – Primark and a renamed “FoodCo” – by the end of 2027. Primark generated about £9.5 bn ($12 bn) in revenue and saw 2%...
Warren Buffett’s Sell Signals Predict Underperformance
With Fundamental Edge instructors Paul Johnson & Andrew Carr, we run the Applied Value Investing Certificate for Wall Street Prep (I don't consider myself a classic Value Investor by training, so Paul carriers the heavy lifting on Value Investing). On Friday...
UnitedHealth Tops Quarterly Estimates, Hikes Profit Outlook as Insurer Manages High Medical Costs
UnitedHealth Group reported first‑quarter earnings that beat Wall Street expectations, posting adjusted earnings per share of $7.23 versus the $6.57 consensus and revenue of $111.72 billion, above the $109.57 billion forecast. The insurer lifted its 2026 adjusted EPS outlook to more than...
Benefiting From Rising Lithium Prices, Ganfeng Lithium Expects Q1 Return to Profitability
Ganfeng Lithium said its Q1 2026 net profit will hit ¥1.6‑2.1 bn ($220‑290 million), a 550‑690% jump from a year earlier, with adjusted profit of ¥1.25‑1.75 bn ($174‑243 million). The surge stems from soaring battery‑grade lithium carbonate prices, now around ¥150,000 per ton ($21,000),...
Jersey Mike’s, Red Lobster, and the Top 500 Restaurant Chains
Jersey Mike’s has confidentially filed for an IPO, eyeing a roughly $12 billion valuation after Blackstone’s $8 billion buyout two years ago. The sandwich chain posted $4.2 billion in U.S. sales last year and expanded by 300 units to about 3,300 locations domestically,...
OUST Posts Rapid Growth and Positive Q4 EBITDA
$OUST doing numbers. Company is exposed to all the right industries: - Physical AI - Smart infrastructure - Robotics Rapid revenue growth + Positive EBITDA in Q4.
Three Stocks Poised for AI‑Driven Wealth Surge
Thoughts? We discuss three stocks positioned to capture the next major wealth-building opportunity: Rocket Labs as a critical private space infrastructure play that will gain attention when SpaceX goes public, Micron as one of only three global producers of high...
Amplitude (AMPL) Slipped Amid Broad Software Selloff
Amplitude Inc. (NASDAQ:AMPL) saw its stock dip to $7.08, a 10.8% decline, even as it posted a 4.9% one‑month gain and reported 17% year‑over‑year revenue growth to $91.4 million in Q4 2025. Meridian Small‑Cap Growth Fund highlighted the company as a high‑quality...
ADTN Surges 146% Y/Y; Consider Long with Tight Stop
ADTN 52‑wk high $17.92; +146% Y/Y, mkt cap $1.45B. Drivers: Q4 beat, FCC exemption, analyst upgrades. Risk: TTM losses, possible overvaluation. Trade: scale into a long with tight stop. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Firefly Aerospace to Release Q1 2026 Results May 4
Firefly Aerospace to announce First Quarter 2026 financial results on May 4, 2026 https://t.co/Kg4DJTQoW0 $FLY https://t.co/1g3M7Ez5Wu
Raymond James Hires Dimensional Exec to Build Out ETF Strategy
Raymond James Investment Management hired Kristi Higgins, a former senior strategist at Dimensional Fund Advisors, to head its ETF strategy. Higgins joins on April 13 and will report to ETF head Johan Grahn, working to broaden the firm’s active ETF...
A2 Gold Launches 2,500‑m Drill
A shift from scouting to measuring, that's how JV describes @A2GoldCorp's 2,500-meter core drill program that just got underway at Eastside. It's focused on both resource definition and expansion. On tap: a stronger resource statement. Major Buy for us: https://t.co/knz4DZJ6NI
Energy Remains Structurally Under‑Owned in S&P 500
S&P 500 Energy as a share of the total S&P 500. Energy is still structurally under-owned https://t.co/d3AFCGEo9G
This Social Media Stock Has Struggled This Year. Why One Analyst Says It's Time to Buy
Reddit’s stock has slipped nearly 28% this year, prompting D.A. Davidson to label the social‑media platform a buy with a $200 price target, implying about 20% upside. Analyst Wyatt Swanson argues the company is under‑monetized relative to peers and can...
High‑Quality Bonds: Simple, Reliable Diversifier for Equities
They're not foolproof (see: 2022), but high-quality bonds have been darn reliable diversifiers for equity exposure. Just add a bit of cash and you should be good to go. Sometimes the best answers really are the simplest ones. https://t.co/Eh3bgvN2Uz
IREN Should Remain Power Landlord, Not Neocloud
Lot's of people harping on $IREN because of this, and it's fair. In my report on neoclouds/power landlords, you can argue $IREN should just be a power landlord, not try and be a neocloud. https://t.co/ZqN97xWAFI
This Cybersecurity Stock Has Room to Run Following Claude Mythos Release, KeyBanc Says
KeyBanc upgraded CrowdStrike to overweight and set a $525 price target, implying about 21% upside. The upgrade follows Anthropic’s limited release of the Claude Mythos AI model, which raised investor concerns about AI‑driven security competition. KeyBanc argues the Mythos rollout will...
Banks See 7% Upside, Target S&P 500 at 7,650
JUST IN: The average 2026 S&P 500 target across 8 top banks is 7,650. Implying ~7% upside
Performance Chasing Undermines Moats, Prediction Markets Reveal
🔬 Research links: performance chasing behaviors, maintaining company moats, and analyzing prediction market data. https://t.co/5XjzGtBeBj image: https://t.co/kEt7UkA3wr https://t.co/vubYDKJDSc
The Quiet Infrastructure Play on Small-Bank Survival
Jack Henry & Associates (JKHY) remains a quiet powerhouse for roughly 7,400 community banks and credit unions, delivering core‑banking, payments and digital‑channel solutions. In fiscal Q2 2025 the company posted $619.3 million revenue, up 7.9% YoY, and net income surged 27.4%...
Cloudflare Rebounds to $200s, Remains Top Software Pick
Still have whiplash from that panic selling in Cloudflare two weeks ago, but nice to see it stair stepping back into the 200s. Remains one of my favorite investment ideas in software land. (disclosure: long) $NET https://t.co/fqNKsf6sb0