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26,861 signal articles · 35 in last 24h · 129,325 total before filter · latest 1h ago
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Constellation Energy (CEG) Is Down 12.6% After EPS Surges And Buyback Completion – Has The Bull Case Changed?
Simply Wall St.103d agobullish
Constellation Energy (CEG) Is Down 12.6% After EPS Surges And Buyback Completion – Has The Bull Case Changed?

Constellation Energy recently reported past first-quarter 2026 results, with sales rising to US$11.12 billion and net income to US$1.59 billion, while completing its US$2.36 billion share repurchase program announced in 2023. The sharp improvement in earnings per share and completion of a multi-year buyback come alongside the Calpine acquisition’s contribution to growth and new long-term, carbon-free power agreements with hyperscale tech customers. We’ll now examine how this surge in...

Aluminum Prices Have Surged Nearly 90% Since the Iran War Began, and Kiplinger Says Your Portfolio Should Respond
24/7 Wall St.103d agobullish
Aluminum Prices Have Surged Nearly 90% Since the Iran War Began, and Kiplinger Says Your Portfolio Should Respond

The Iran war started on February 27, and the aluminum market has not been the same since. Alcoa CEO William Oplinger told investors on the company’s Q1 2026 call that London Metal Exchange prices had recently exceeded $3,600 per metric ton on tight inventories and Middle East supply disruptions. Reuters dubbed it a shock that ... Aluminum Prices Have Surged Nearly 90% Since the Iran War Began, and Kiplinger Says Your Portfolio Should Respond

Verizon and 4 Other Stocks With 5% Yields—and Market-Beating Returns
Barrons.com103d agobullish
Verizon and 4 Other Stocks With 5% Yields—and Market-Beating Returns

It isn’t easy to find attractive dividend yields right now, and it’s even harder to find high-yielding stocks that don’t look like yield traps. The S&P 500 is up a solid 8.7%, but that growth, along with the popularity of dividend-averse tech stocks, has pushed the yield on the close to 1%—near record lows.

Micron Is Up 6% Today: Is It Outperforming Other Memory Stocks Like SanDisk and Western Digital?
24/7 Wall St.103d agobullish
Micron Is Up 6% Today: Is It Outperforming Other Memory Stocks Like SanDisk and Western Digital?

Shares of Micron Technology (NASDAQ:MU) are up 6% in midday trading on Tuesday, leading the memory complex higher after a brutal week. SanDisk (NASDAQ:SNDK) is climbing 4%, while Western Digital (NASDAQ:WDC) is basically flat for the day. The bounce follows a sharp correction across the entire memory and storage group. Heading into today, MU stock ... Micron Is Up 6% Today: Is It Outperforming Other Memory Stocks Like SanDisk and Western Digital?

Sandisk Rallies On AI NAND Demand And Capital Light Downside Shield
Simply Wall St.103d agobullish
Sandisk Rallies On AI NAND Demand And Capital Light Downside Shield

Sandisk (NasdaqGS:SNDK) has recorded an annual stock gain that is well above 3,000%, lifting its market value above former parent Western Digital. The move comes alongside what the company describes as AI driven demand for NAND memory, record revenue and earnings, and multiyear, multibillion dollar supply agreements. Sandisk has adopted a capital light, debt free structure and announced a US$6b buyback that together aim to limit downside through future memory cycles. For you as an investor,...

Is JPMorgan Chase (JPM) Undervalued After Recent Share Price Softness And Long Term Outperformance
Simply Wall St.103d agobullish
Is JPMorgan Chase (JPM) Undervalued After Recent Share Price Softness And Long Term Outperformance

Recent share performance and basic profile JPMorgan Chase (JPM) has seen its stock move in different directions across recent periods, with a gain over the past day, modest change over the past week, and declines over the past month and past 3 months. The company has a market value of about US$798b and most recently closed at US$300.73 per share. This reflects investor expectations for one of the largest global banks, which operates across consumer, commercial, investment banking, and asset...

The Two Catalysts That Will Make or Break DRAM’s 98% Rally in 2026
24/7 Wall St.103d agobullish
The Two Catalysts That Will Make or Break DRAM’s 98% Rally in 2026

The Roundhill Memory ETF (CBOE:DRAM) opened for trading on April 2, 2026 as the first U.S.-listed ETF dedicated purely to memory chip manufacturers, arriving as memory contract prices were already accelerating. DRAM has climbed 98% since inception, including a roughly 30% gain in the past week, as AI-driven demand for high-bandwidth memory continues to overwhelm ... The Two Catalysts That Will Make or Break DRAM’s 98% Rally in 2026

Shopify vs Amazon. One Just Beat Earnings by 60% at a Third of the Multiple. The Choice Is Clear
24/7 Wall St.103d agobullish
Shopify vs Amazon. One Just Beat Earnings by 60% at a Third of the Multiple. The Choice Is Clear

Shopify (NASDAQ: SHOP) and Amazon (NASDAQ: AMZN) just reported earnings that frame two opposite philosophies in commerce. Shopify arms independent merchants with payments, software, and AI tools. Amazon owns the marketplace, the warehouses, the ad network, and increasingly, the chips powering generative AI. Both quarters were strong. The question is which model converts that strength ... Shopify vs Amazon. One Just Beat Earnings by 60% at a Third of the Multiple. The Choice Is Clear

Assessing Ondas (ONDS) Valuation After Transformational Q1 2026 Profit Surge
Simply Wall St.103d agobullish
Assessing Ondas (ONDS) Valuation After Transformational Q1 2026 Profit Surge

Ondas (ONDS) has drawn fresh attention after its Q1 2026 earnings, with sales reported at US$50.12 million and net income at US$361.25 million, compared with much lower figures a year earlier. See our latest analysis for Ondas. Those Q1 2026 results come after a period where the share price has cooled in the short term, with a 1 day share price return of 8.66% decline and a year to date share price return of 11.98% decline. At the same time, the 1 year total shareholder return is very large,...

IREN Buys Awaken As AI Cloud Pivot Puts Brand In Focus
Simply Wall St.103d agobullish
IREN Buys Awaken As AI Cloud Pivot Puts Brand In Focus

IREN (NasdaqGS:IREN) has agreed to acquire Awaken, a creative and media agency, to build out its global brand and marketing capability. The CEO of Awaken, Chris Parker, will take on a leadership role in IREN’s brand and marketing following the transaction. The move comes as IREN accelerates its pivot from bitcoin mining toward AI cloud infrastructure and enterprise AI services. IREN is in the middle of a sizeable repositioning, with the stock trading at $50.46 and showing a very large 1...

BofA Just Reinstated Zeta as a Buy With a $24 Price Target. Is AdTech Heating Up?
24/7 Wall St.103d agobullish
BofA Just Reinstated Zeta as a Buy With a $24 Price Target. Is AdTech Heating Up?

Bank of America reinstated coverage of Zeta Global (NYSE:ZETA) with a Buy rating and a $24 price target, ending an extended quiet stretch on the AI marketing platform. The reinstatement lands just weeks after a blowout Q1 2026 report and signals renewed Wall Street conviction in the AdTech recovery story. For long-term investors, the call ... BofA Just Reinstated Zeta as a Buy With a $24 Price Target. Is AdTech Heating Up?

Why I’ll Be Watching What Nvidia Spent on Buybacks
The Wall Street Journal103d agobullish
Why I’ll Be Watching What Nvidia Spent on Buybacks

At the end of last week, more than 90% of S&P 500 companies had filed their latest quarterly results. Buybacks were down 1% from a year earlier, according to data compiled by S&P Global Market Intelligence.