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3 Reasons to Avoid SWK and 1 Stock to Buy Instead
StockStory89d agobullish
3 Reasons to Avoid SWK and 1 Stock to Buy Instead

Stanley Black & Decker has followed the market’s trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 8.1% to $76.46 per share while the index has gained 10%.

Microsoft (MSFT) was Hurt by the “SaaSmaggedon” Market Reaction
Insider Monkey89d agoneutral
Microsoft (MSFT) was Hurt by the “SaaSmaggedon” Market Reaction

Yachtman Asset Management released its first-quarter 2026 investor letter for its AMG “Yacktman Focused Fund”. A copy of the letter is available to download here. The Fund returned 10.37% for the first quarter, outperforming both the Russell 1000® Value Index and the S&P 500 Index, which returned 2.10% and -4.33%, respectively. The U.S. markets continue […]

Self-Storage Business Powers U-Haul Holding Company’s (UHAL) Valuation
Insider Monkey89d agoneutral
Self-Storage Business Powers U-Haul Holding Company’s (UHAL) Valuation

Yachtman Asset Management released its first-quarter 2026 investor letter for its AMG “Yacktman Focused Fund”. A copy of the letter is available to download here. The Fund returned 10.37% for the first quarter, outperforming both the Russell 1000® Value Index and the S&P 500 Index, which returned 2.10% and -4.33%, respectively. The U.S. markets continue […]

3 Reasons ALLY is Risky and 1 Stock to Buy Instead
StockStory89d agobullish
3 Reasons ALLY is Risky and 1 Stock to Buy Instead

Ally Financial currently trades at $42.33 per share and has shown little upside over the past six months, posting a middling return of 3.9%. The stock also fell short of the S&P 500’s 10% gain during that period.

3 Reasons NVAX is Risky and 1 Stock to Buy Instead
StockStory89d agobullish
3 Reasons NVAX is Risky and 1 Stock to Buy Instead

Novavax has had an impressive run over the past six months as its shares have beaten the S&P 500 by 27.6%. The stock now trades at $9.21, marking a 37.6% gain. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

Middle East Conflict Lifted Canadian Natural Resources Limited (CNQ)
Insider Monkey89d agoneutral
Middle East Conflict Lifted Canadian Natural Resources Limited (CNQ)

Yachtman Asset Management released its first-quarter 2026 investor letter for its AMG “Yacktman Focused Fund”. A copy of the letter is available to download here. The Fund returned 10.37% for the first quarter, outperforming both the Russell 1000® Value Index and the S&P 500 Index, which returned 2.10% and -4.33%, respectively. The U.S. markets continue […]

3 Reasons to Avoid KRUS and 1 Stock to Buy Instead
StockStory89d agobullish
3 Reasons to Avoid KRUS and 1 Stock to Buy Instead

Kura Sushi’s 15.8% return over the past six months has outpaced the S&P 500 by 5.8%, and its stock price has climbed to $54.74 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

S&P 500 Dividends Just Hit an All-Time Low Going Back to the 1800s — Here’s What Retirees Need to Know
24/7 Wall St.89d agoneutral
S&P 500 Dividends Just Hit an All-Time Low Going Back to the 1800s — Here’s What Retirees Need to Know

The host of Retire SMART Podcast opened Episode 416 with a number that should stop every income-focused retiree in their tracks. The S&P 500’s dividend yield has fallen to roughly 1.1%, an all-time low going back to the 1800s. His framing was blunt: “The dividend usually fluctuates between 2 and change, and sometimes up to ... S&P 500 Dividends Just Hit an All-Time Low Going Back to the 1800s — Here’s What Retirees Need to Know

Market Insights on Merlin Labs (MRLN)
Insider Monkey89d agoneutral
Market Insights on Merlin Labs (MRLN)

Crossroads Capital LLC, an investment management firm, published its first-quarter 2026 investor letter. You can download a copy here. The Fund increased by 4.2% net of fees and expenses during the quarter. Since its founding, the fund has compounded at a gross rate of 21.3% and a net rate of 17.1%. By the end of […]

AST SpaceMobile (ASTS) Gains on Market Approval
Insider Monkey89d agoneutral
AST SpaceMobile (ASTS) Gains on Market Approval

Crossroads Capital LLC, an investment management firm, published its first-quarter 2026 investor letter. You can download a copy here. The Fund increased by 4.2% net of fees and expenses during the quarter. Since its founding, the fund has compounded at a gross rate of 21.3% and a net rate of 17.1%. By the end of […]

Crossroads Capital Investment’s Thesis for Nebius Group (NBIS) is Paying Off
Insider Monkey89d agoneutral
Crossroads Capital Investment’s Thesis for Nebius Group (NBIS) is Paying Off

Crossroads Capital LLC, an investment management firm, published its first-quarter 2026 investor letter. You can download a copy here. The Fund increased by 4.2% net of fees and expenses during the quarter. Since its founding, the fund has compounded at a gross rate of 21.3% and a net rate of 17.1%. By the end of […]

3 Internet Stocks That Concern Us
StockStory89d agoneutral
3 Internet Stocks That Concern Us

By breaking down physical barriers, consumer internet businesses are reshaping how people shop, connect, learn, and play. This influence cuts both ways though because they have high exposure to the ups and downs of consumer spending, and the market seems to believe the tide is turning in the wrong direction - over the past six months, the industry has tumbled by 13.7%. This performance is a noticeable divergence from the S&P 500’s 10% return.

The Nasdaq’s AI Fast‑Track Will Reshape Big Tech — The S&P Might Be Ready to Change the Rules, Too
24/7 Wall St.89d agoneutral
The Nasdaq’s AI Fast‑Track Will Reshape Big Tech — The S&P Might Be Ready to Change the Rules, Too

As the biggest IPOs the world has ever seen touch down, the market, as we know it, is about to change its composition in a big way, especially at the top. With the Nasdaq 100 poised to fast-track SpaceX, Anthropic, and OpenAI in just weeks after their debuts, questions linger about what the S&P 500 ... The Nasdaq’s AI Fast‑Track Will Reshape Big Tech — The S&P Might Be Ready to Change the Rules, Too

Evercore’s Emanuel sees path for S&P 500 to reach 9,000 in bullish AI-driven scenario
InvestorsHub89d agoneutral
Evercore’s Emanuel sees path for S&P 500 to reach 9,000 in bullish AI-driven scenario

Evercore ISI strategist Julian Emanuel has established a year-end 2026 base-case target of 7,750 for the S&P 500, while also assigning a 30% probability to a bullish scenario in which the index climbs to 9,000, fueled by artificial intelligence-driven strength in technology, communication services and consumer discretionary sectors. In a client note released Monday, Emanuel said the combination of a long-term technology-led bull market and major geopolitical shifts is creating a much broader ran

StockStory89d agoneutral
1 Energy Stock with Promising Prospects and 2 We Brush Off

Energy businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Their momentum is also rising as lower interest rates, as well as AI energy needs, have incentivized higher capital spending. As a result, the industry has posted a 40.8% gain over the past six months, beating the S&P 500 by 30.8 percentage points.

S&P 500 Blasts Above 7,500 as Iran Strait Deal Hopes Crush Oil Prices
24/7 Wall St.89d agoneutral
S&P 500 Blasts Above 7,500 as Iran Strait Deal Hopes Crush Oil Prices

The stock market is doing something that would have seemed impossible just weeks ago. Despite a global oil shock, rising inflation fears, and growing concerns the U.S. economy is drifting back toward stagflation, S&P 500 futures surged above 7,534 on Memorial Day — its highest level ever. The catalyst was reports that the Trump administration ... S&P 500 Blasts Above 7,500 as Iran Strait Deal Hopes Crush Oil Prices

3 Bank Stocks with Warning Signs
StockStory89d agoneutral
3 Bank Stocks with Warning Signs

Banks serve as the backbone of the economy, facilitating lending, deposits, and financial services that keep businesses and consumers moving forward. But concerns about loan losses and tightening regulations have tempered enthusiasm, limiting the banking industry’s gains to 7.5% over the past six months. This return lagged the S&P 500’s 10% climb.

S&P 500 Other Than AI Infrastructure Is Growing at 0%. Lance Roberts Warns What Happens if the AI Boom Stumbles.
24/7 Wall St.89d agobearish
S&P 500 Other Than AI Infrastructure Is Growing at 0%. Lance Roberts Warns What Happens if the AI Boom Stumbles.

Strip AI infrastructure and energy from the S&P 500’s forward earnings picture and growth collapses to zero. That’s the single most uncomfortable number from Lance Roberts’s recent appearance on Adam Taggart’s Thoughtful Money, and it reframes everything about market risk right now. Roberts, chief investment strategist at RIA Advisors, walked through what he called the ... S&P 500 Other Than AI Infrastructure Is Growing at 0%. Lance Roberts Warns What Happens if the AI Boom Stumbles.