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Reddit (RDDT) Stock May Be Below Fair Value Despite S&P 500 Entry
Simply Wall St.18h agoneutral
Reddit (RDDT) Stock May Be Below Fair Value Despite S&P 500 Entry

Reddit's stock has fallen 27.8% over the past year, yet one key valuation check suggests the shares may now trade well below an intrinsic value estimate, while traditional market multiples and a low overall value score point to a stock that does not screen as a clear bargain. The result is a split view on Reddit where a Discounted Cash Flow (DCF) approach implies upside, but the broader valuation framework is more cautious. Over the last 12 months Reddit is down 27.8%, which sets...

3 Big Reasons to Love LPL Financial (LPLA)
StockStory22h agoneutral
3 Big Reasons to Love LPL Financial (LPLA)

LPL Financial trades at $371.51 and has moved in lockstep with the market. Its shares have returned 12.6% over the last six months while the S&P 500 has gained 13.5%.

Covenant Logistics (CVLG): Buy, Sell, or Hold Post Q2 Earnings?
StockStory22h agoneutral
Covenant Logistics (CVLG): Buy, Sell, or Hold Post Q2 Earnings?

Since August 2021, the S&P 500 has delivered a total return of 73.7%. But one standout stock has more than doubled the market - over the past five years, Covenant Logistics has surged 201% to $33.37 per share. Its momentum hasn’t stopped as it’s also gained 18.8% in the last six months, beating the S&P by 5.4%.

Review & Preview: Headline Fatigue
Barrons.com22h agoneutral
Review & Preview: Headline Fatigue

REVIEW PREVIEW NEWSLETTER Zen. The S&P 500 pulled back a touch from its record high today, but the index still wrapped a third-straight week of gains. The market benchmark dipped 0.2%, while the Nasdaq Composite fell 0.

3 Reasons to Avoid BBY and 1 Stock to Buy Instead
StockStory22h agobullish
3 Reasons to Avoid BBY and 1 Stock to Buy Instead

Best Buy’s 28.9% return over the past six months has outpaced the S&P 500 by 15.4%, and its stock price has climbed to $83.62 per share. This performance may have investors wondering how to approach the situation.

Why Is Tether Looking Like a Central Bank?
Barrons.com22h agoneutral
Why Is Tether Looking Like a Central Bank?

Gold recent rally is mostly due to five big buyers: four central banks and Tether, a company that deals in cryptocurrency. Tether is buying for the very reasons that central banks are—to diversify its holdings and hedge against inflation and significant dollar weakness, which Tether’s crypto stablecoin USDT is pegged to. In the first half, Tether bought more than 27 metric tons of gold—matching Kazakhstan.

2 Reasons to Watch DAR and 1 to Stay Cautious
StockStory22h agoneutral
2 Reasons to Watch DAR and 1 to Stay Cautious

Darling Ingredients has had an impressive run over the past six months as its shares have beaten the S&P 500 by 12.4%. The stock now trades at $63.33, marking a 25.9% gain. This run-up might have investors contemplating their next move.

3 Reasons to Sell MKL and 1 Stock to Buy Instead
StockStory23h agoneutral
3 Reasons to Sell MKL and 1 Stock to Buy Instead

Over the past six months, Markel Group’s shares (currently trading at $1,842) have posted a disappointing 11.5% loss, well below the S&P 500’s 13.5% gain. This was partly driven by its softer quarterly results and might have investors contemplating their next move.

3 Reasons to Sell PVH and 1 Stock to Buy Instead
StockStory23h agoneutral
3 Reasons to Sell PVH and 1 Stock to Buy Instead

Over the past six months, PVH has been a great trade, beating the S&P 500 by 11.1%. Its stock price has climbed to $84.88, representing a healthy 24.5% increase. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Wall Street ends lower as investors weigh data, Middle East tensions
Reuters Videos23h agoneutralVIDEO
Wall Street ends lower as investors weigh data, Middle East tensions

<body><p>VIDEO SHOWS: n/a</p><p>STORY: U.S. stocks ended lower on Friday, with the Dow, S&P 500 and Nasdaq each down less than three-tenths of a percent. The S&P 500 dropped marginally a day after its record high close.</p><p>Shares of chipmakers dropped, with investors nervous about high valuations of AI-related stocks. Broadcom shed about 6%, while shares of Intel lost 2%.</p><p>The declines come despite a sharp August rebound for semiconductors. But Brad Conger, chief investment officer at Hirtle & Co., remains cautious on the sector.</p><p>"On the semiconductors, what we're seeing is a very supply constrained market where gross margins are now in the mid-80s, which is extraordinary. It's something we've never seen before for these companies. And it really just shows you how severe the supply shortages are in that market. The market seems to be very comfortable that supply shortage is going to persist and that those margins are going to maintain. I think, again, that's&nbsp;</p><p>a very fragile equilibrium that, in other words, one announcement about a CapEx plan or a new entrant to the market like we saw with this Chinese chip maker called CXMT can really throw the narrative to the other side."</p><p>Among other AI-related stocks, Applied Materials shed about 5% after the company's upbeat quarterly forecast failed to impress investors. The chip equipment maker's shares have doubled in 2026 due to strong demand related to the buildout of AI data centers.</p><p>Elsewhere in the market, shares of Reddit surged almost 13% after the social media company was named a new addition to the S&P 500 index, effective August 18.</p><p>And shares of Workday dipped nearly 4%. This comes a day after they soared 18% as Reuters reported that private equity firm Silver Lake was in talks to acquire the software firm.</p><p>:: Archive</p><p>Meanwhile, transit through the Strait of Hormuz appeared at a near standstill after two more ships were attacked, adding to pessimism about a peace deal with Iran. Oil prices rose more than one dollar a barrel.</p><p>And economic data on Friday showed retail sales in July fell for the first time in nine months, and consumer sentiment slumped in early August amid worries about the rising cost of living.</p></body>

nCino (NCNO): Buy, Sell, or Hold Post Q1 Earnings?
StockStory1d agoneutral
nCino (NCNO): Buy, Sell, or Hold Post Q1 Earnings?

nCino has had an impressive run over the past six months as its shares have beaten the S&P 500 by 7.4%. The stock now trades at $19.16, marking a 20.9% gain. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

3 Reasons to Sell LOVE and 1 Stock to Buy Instead
StockStory1d agoneutral
3 Reasons to Sell LOVE and 1 Stock to Buy Instead

Over the past six months, Lovesac has been a great trade, beating the S&P 500 by 21.6%. Its stock price has climbed to $17.60, representing a healthy 35.1% increase. This performance may have investors wondering how to approach the situation.

2 Reasons to Like ONB (and 1 Not So Much)
StockStory1d agoneutral
2 Reasons to Like ONB (and 1 Not So Much)

Old National Bank trades at $26.83 per share and has stayed right on track with the overall market, gaining 10.1% over the last six months. At the same time, the S&P 500 has returned 13.5%.

3 Reasons to Sell RF and 1 Stock to Buy Instead
StockStory1d agoneutral
3 Reasons to Sell RF and 1 Stock to Buy Instead

Although Regions Financial (currently trading at $31.60 per share) has gained 6.1% over the last six months, it has trailed the S&P 500’s 13.5% return during that period. This might have investors contemplating their next move.

3 Reasons to Avoid GPC and 1 Stock to Buy Instead
StockStory1d agobullish
3 Reasons to Avoid GPC and 1 Stock to Buy Instead

Over the past six months, Genuine Parts’s shares (currently trading at $135.19) have posted a disappointing 8.4% loss, well below the S&P 500’s 13.5% gain. This might have investors contemplating their next move.

3 Reasons to Sell NDSN and 1 Stock to Buy Instead
StockStory1d agoneutral
3 Reasons to Sell NDSN and 1 Stock to Buy Instead

Even though Nordson (currently trading at $311.34 per share) has gained 5.7% over the last six months, it has lagged the S&P 500’s 13.5% return during that period. This may have investors wondering how to approach the situation.

2 Reasons to Like AMAL and 1 to Stay Skeptical
StockStory1d agoneutral
2 Reasons to Like AMAL and 1 to Stay Skeptical

Amalgamated Financial currently trades at $49.89 and has been a dream stock for shareholders. It’s returned 214% since August 2021, nearly tripling the S&P 500’s 73.7% gain. The company has also beaten the index over the past six months as its stock price is up 23.8% thanks to its solid quarterly results.

1 S&P 500 Stock on Our Buy List and 2 We Avoid
StockStory1d agobullish
1 S&P 500 Stock on Our Buy List and 2 We Avoid

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

Investors should diversify beyond AI trade, says CIO
Reuters Videos1d agoneutralVIDEO
Investors should diversify beyond AI trade, says CIO

<body><p>VIDEO SHOWS: N/A</p><p>STORY: Conger said investors should trim AI-related holdings as the sector takes up a larger share of indexes such as the S&P 500.</p><p>"Given that the AI CapEx exposure in the broad indices like the S&P are close to 50%, it would seem to us that a good portfolio exercise is to reduce that concentration. You know, obviously don't want to zero that out because it's important, you know, part of the economic growth picture. But we've done everything we can to skew portfolios away from that."</p><p>He likes homebuilders, betting lower interest and mortgage rates could support housing demand.</p></body>