Alexandria Real Estate still faces severe headwinds as life science real estate demand remains weak and development oversupply persists. ARE's aggressive development pipeline and capital commitments have led to declining occupancy, a shrinking portfolio, and a nearly 30% projected FFO per share drop year-over-year. Management has slashed the dividend, cut development spending by 40% from post-pandemic peaks, and is selling noncore assets to stabilize leverage.
Pepsi has withdrawn its sponsorship of Wireless Festival after Kanye West was booked as the event's headliner.
Schwab US Dividend Equity ETF regains appeal after a well-timed 2026 reconstitution, trimming energy exposure and adding high-quality dividend growers. SCHD now offers a 3.4% yield, a forward P/E of 15.3x, and renewed prospects for high-single-digit dividend growth. The ETF's portfolio shift away from energy and into healthcare and technology enhances balance, resilience, and quality metrics.
This e-commerce company is executing on plans to increase its addressable market while expanding margins. The stock still trades at a very attractive valuation, even after climbing higher post-earnings.
The infrastructure backbone of AI-accelerated data centers was founded on April 5, 1993. The superior compute capabilities of this company's AI hardware, coupled with demand overwhelming supply, have led to exceptional pricing power and a historically high gross margin.
Lindsay Corporation remains a hold as recent Q2 earnings showed disappointing results and ongoing cyclical headwinds. LNN's revenue declined 16% year-over-year, with both Irrigation and Infrastructure segments experiencing lower sales volumes and a 59% drop in operating income. Despite trading below historical and sector P/E averages, LNN lacks near-term growth catalysts amid high-interest rates and geopolitical risks.
Intel reported Q4 2025 revenue of $13.7B, beating expectations, yet supply constraints limited full demand capture in the data center segment. Intel Foundry posted a $2.5B operating loss in Q4 2025, while external revenue remained modest at $222M despite growing customer interest. Forward valuation exceeds 100x 2026 earnings, reflecting weak current profitability and reliance on EPS doubling by 2027 to justify multiples.
Savvy Advisors Inc. lifted its stake in Caterpillar Inc. (NYSE: CAT) by 49.2% during the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor owned 8,975 shares of the industrial products company's stock after buying an additional 2,961 shares during the quarter. Savvy Advisors Inc.'s holdings in Caterpillar
Dividend raises mean something right now.
Taiwan's Foxconn, the world's largest contract electronics manufacturer, reported a sharp rise in first-quarter revenue. The strong numbers were supported by surging demand for artificial intelligence infrastructure — even as the company sounded a note of caution over what it described as a "volatile" global political and economic environment.
Netflix (NASDAQ:NFLX | NFLX Price Prediction) reports first-quarter 2026 results on April 16, after the market close.
Stratos Wealth Advisors LLC increased its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 3.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 58,800 shares of the company's stock after purchasing an additional 2,191 shares during
Jackson Wealth Management LLC increased its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO) by 6.3% in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 64,811 shares of the company's stock after purchasing an additional 3,827 shares during
Stratos Wealth Partners LTD. decreased its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 1.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 372,650 shares of the company's stock after selling 4,223 shares during the period. Vanguard S&P 500 ETF accounts for
Stratos Wealth Partners LTD. lifted its stake in shares of Harbor Commodity All-Weather Strategy ETF (NYSEARCA:HGER) by 2,534.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 281,855 shares of the company's stock after purchasing an additional 271,155 shares during the quarter.
Invesco S&P 500 Value with Momentum ETF has recently outperformed, due to rotation from growth to value and defensive sectors. SPVM's methodology emphasizes value first, then momentum, resulting in heavy exposure to financials as well as defensive sectors. SPVM is tactically positioned for current stagflation risks, with minimal tech exposure and high allocation to sectors benefiting from recent macro trends.
Florida Trust Wealth Management Co boosted its stake in CocaCola Company (The) (NYSE: KO) by 9.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 105,271 shares of the company's stock after purchasing an additional 8,786 shares during the
Alliance for Automotive Innovation CEO John Bozzella proposed replacing the federal gas tax with a weight-based vehicle fee for road infrastructure spending.
Bank of America is one of the cheapest stocks in the Buffett portfolio, and one of the best values. Berkshire Hathaway has been paring back its stake in Bank of America in recent years, but it remains the conglomerate's fifth-largest holding.
Savvy Advisors Inc. boosted its stake in AbbVie Inc. (NYSE: ABBV) by 22.2% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 36,568 shares of the company's stock after buying an additional 6,646 shares during the period. Savvy Advisors Inc.'s holdings in AbbVie
Bank OZK presents solid fundamentals and growth but faces significant CRE loan exposure, tempering its upside potential. OZK's CRE exposure exceeds 54% of its loan portfolio, raising risk concerns despite management's claims of high-quality projects. I assign a 'hold' rating with a $125/share price target, reflecting insufficient risk/reward-adjusted upside at current valuations.
Bond funds have taken some small backward steps in recent weeks, thanks in part to the rising risk of Fed rate hikes instead of rate cuts.
Nike shares have tanked, following poorly received quarterly results and updates to guidance. However, buried within this lackluster earnings release may be a silver lining regarding the fiscal year ahead.
nCino Inc. (NASDAQ: NCNO - Get Free Report) CFO Gregory Orenstein sold 8,840 shares of the business's stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $16.75, for a total value of $148,070.00. Following the sale, the chief financial officer directly owned 442,344 shares in the
Capital One Financial Corporation (NYSE: COF) insider Celia Karam sold 1,099 shares of the firm's stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $185.61, for a total value of $203,985.39. Following the sale, the insider directly owned 63,323 shares of the company's stock, valued at
Every major AI buildout has needed one thing before the servers could run: reliable power.
Red Door Wealth Management LLC boosted its position in Vanguard S&P 500 ETF (NYSEARCA:VOO) by 4.4% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 35,266 shares of the company's stock after purchasing an additional 1,498 shares during the
Perpetual Ltd increased its position in ServiceNow, Inc. (NYSE: NOW) by 225.5% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 7,366 shares of the information technology services provider's stock after buying an additional 5,103 shares during the period. Perpetual Ltd's holdings in ServiceNow
Red Door Wealth Management LLC raised its holdings in shares of Invesco QQQ (NASDAQ: QQQ) by 5.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 18,798 shares of the exchange traded fund's stock after acquiring an additional 916 shares during the
Perpetual Ltd lifted its stake in shares of The Home Depot, Inc. (NYSE: HD) by 41.7% during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,886 shares of the home improvement retailer's stock after buying an additional 1,731 shares during
NTV Asset Management LLC lessened its stake in shares of The Home Depot, Inc. (NYSE: HD) by 14.1% during the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 10,577 shares of the home improvement retailer's stock after selling 1,741 shares during
Broadcom Inc. delivers robust FQ1 2026 results, and operation updates suggest multi-year growth visibility ahead. Yet, the ongoing volatility in the broader market has distracted investors and resulted in a mispricing of AVGO's growth potential. AVGO's forward PEG ratio is deeply discounted, currently only around 0.5x.
Amazon leads the way in e-commerce and cloud computing, but massive artificial intelligence (AI) and cloud-related investments may have worried some investors. MercadoLibre is adept at turning challenges into business opportunities, but rising expenses dampened profit growth last year.
Thurston Springer Miller Herd and Titak Inc. increased its holdings in Tesla, Inc. (NASDAQ: TSLA) by 713.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,942 shares of the electric vehicle producer's stock after purchasing an additional
Thurston Springer Miller Herd and Titak Inc. boosted its stake in shares of Walmart Inc. (NASDAQ: WMT) by 456.3% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 22,874 shares of the retailer's stock after purchasing an additional 18,762 shares during the quarter.
Lesaka Technologies, Inc. (NASDAQ: LSAK - Get Free Report) major shareholder Finance Corp International sold 18,663 shares of the company's stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $4.97, for a total value of $92,755.11. Following the completion of the transaction, the insider directly owned 5,669,146 shares
Joby Aviation, Inc. (NYSE: JOBY - Get Free Report) insider Didier Papadopoulos sold 12,965 shares of the firm's stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $8.15, for a total transaction of $105,664.75. Following the sale, the insider directly owned 147,678 shares in the company, valued at
Sheets Smith Wealth Management acquired a new position in shares of Micron Technology, Inc. (NASDAQ: MU) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 1,486 shares of the semiconductor manufacturer's stock, valued at approximately $424,000. A number
Sovran Advisors LLC decreased its holdings in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV) by 6.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 341,726 shares of the company's stock after selling 25,031 shares during the
McBroom and Associates LLC lessened its position in Palantir Technologies Inc. (NASDAQ: PLTR) by 4.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 79,553 shares of the company's stock after selling 3,488 shares during the quarter. Palantir Technologies makes
Sovran Advisors LLC cut its position in SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL) by 12.6% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 58,754 shares of the company's stock after selling 8,439 shares during
Sovran Advisors LLC increased its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 14.9% during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 74,896 shares of the company's stock after purchasing an additional 9,702 shares
Jackson Wealth Management LLC increased its position in Oracle Corporation (NYSE: ORCL) by 9.2% in the undefined quarter, according to the company in its most recent filing with the SEC. The fund owned 55,441 shares of the enterprise software provider's stock after acquiring an additional 4,666 shares during the quarter. Oracle comprises 1.1%
Sovran Advisors LLC lifted its holdings in shares of iShares S&P 100 ETF (NYSEARCA:OEF) by 5.9% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 30,150 shares of the company's stock after buying an additional 1,678 shares during the
W. P. Carey remains a large, diversified REIT with a $15.2B market cap, focused on US and European commercial real estate. Management is actively recycling capital, selling $1.5B in assets and investing $2B in new properties and development projects in 2025. WPC maintains a solid 5.36% yield and prudent net leverage, but its valuation and yield are unexceptional versus peers.
Stratos Wealth Partners LTD. lifted its position in Texas Instruments Incorporated (NASDAQ: TXN) by 6.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 62,042 shares of the semiconductor company's stock after acquiring an additional 3,811 shares during the period.
Stratos Wealth Advisors LLC boosted its holdings in Netflix, Inc. (NASDAQ: NFLX) by 1,055.8% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 53,825 shares of the Internet television network's stock after buying an additional 49,168 shares during the quarter. Stratos Wealth
Stratos Wealth Partners LTD. grew its holdings in Netflix, Inc. (NASDAQ: NFLX) by 1,060.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 181,066 shares of the Internet television network's stock after acquiring an additional 165,461 shares during the quarter. Stratos