Tumbling revenue amid an inventory correction is putting a chill on the stock.Networking hardware giant Cisco Systems (CSCO -2.16%) beat analyst expectations across the board with its quarterly report last week, but the stock was punished, nonetheless. Revenue plunged 13% year over year even with some help from the acquisition of Splunk, and earnings declined by a similar amount.The inventory correction may be wrapping upCisco has been pushing to increase recurring revenue and lower its dependence on one-of ...

More than a dozen S&P 500 components sport "ultra-high yields." Two of these time-tested titans are begging to be bought by income seekers right now.Stocks have been a wealth-creating machine for investors over the long run. Though other asset classes have delivered a positive nominal return to patient investors, including gold, oil, housing, and Treasury bonds, none have come close to the annualized total return stocks have generated over the last century.While innovation is a key growth driver on Wall Str ...

Walmart continues to leverage its massive footprint and sophisticated supply chain to offset the impacts of inflation on consumer spending.Walmart (WMT -0.73%) is up more than 21% year to date and is now the second-best-performing component of the Dow Jones Industrial Average in 2024, behind only American Express.Walmart's outperformance may come as a bit of a surprise given the mega-cap growth stock rally has driven the bulk of the market's gains over the last year-and-a-half or so. But Walmart's results h ...

With new management at the helm, this fintech leader is setting the stage for a rebound.The past few years have been a wild ride for PayPal (PYPL 0.45%). The fintech specialist gained tremendous traction in the early days of the pandemic. Business activity soared and financial results followed, bringing its share price along for the ride.However, the pandemic-related boom started slowing, leading to decreased top-line and active accounts growth. The market responded by selling off PayPal's shares. The stock ...

One analyst predicts Nvidia's data center business will see massive growth thanks to its new AI chips.This year is shaping up to be a record-breaking one for Nvidia (NVDA 2.49%) investors as shares of the semiconductor giant have already shot up more than 91%, and there is a good chance that the stock's rally could get a nice shot in the arm once Nvidia reports its first-quarter fiscal 2025 earnings on Wednesday, May 22.Nvidia is heading into its next quarterly report riding on favorable developments within ...

These AI chip stocks have skyrocketed. Now their lofty share prices make them due for a split.The artificial intelligence revolution has caused a growth surge for the technology's enablers, most of which reside in the semiconductor sector. In fact, the stock movements for these companies have been so strong that many now trade at very, very high stock prices, setting these AI beneficiaries up for a potential stock split.Stock splits don't create or destroy any value on their own. After all, if a company has ...

Group 1: Tradeweb Markets - Tradeweb Markets is gaining market share in the trading of U.S. Treasuries and other financial assets, with its share of the U.S. Treasury market increasing from 11.6% in 2018 to 22.1% [3][4] - The company has expanded its product offerings through strategic acquisitions and partnerships, including a collaboration with BlackRock's Aladdin technology to enhance credit trading products [3][5] - Tradeweb's U.S. Investment Grade market share has grown from 13% in 2019 to 26.2% in the current year, indicating strong growth across various asset classes [4] Group 2: Interactive Brokers - Interactive Brokers has successfully attracted retail investors with low commissions and high interest rates on uninvested cash, resulting in a significant increase in cleared customer accounts from 483,000 in 2017 to 2.75 million [6][7] - The company's commitment to automation has led to high profit margins, with an adjusted pre-tax profit margin of 71% reported in the first quarter [6] - Net income for Interactive Brokers increased by 17% in the first quarter, driven by higher trading volume and interest rates, positioning it as a solid investment opportunity [7] Group 3: Kinsale Capital - Kinsale Capital specializes in underwriting unique insurance policies in the excess and surplus (E&S) insurance market, demonstrating a strong combined ratio of 81% since 2016, which is 19% better than the industry average [9] - The company has experienced rapid growth, with written premiums increasing from $390 million in 2019 to $1.6 billion, reflecting a nearly 42% compounded annual growth rate [9] - Despite a recent stock drop of 30% from its 52-week high, Kinsale Capital is considered a high-quality underwriter, with a projected long-term growth rate of 10% to 20% per year [10]

It's not too late to get in on the party.The so-called "Magnificent Seven" stocks aren't all hype. This group of tech leaders has made it a habit to deliver market-beating returns. That's why they have earned the moniker, and why investors have flocked toward these companies, sending their market caps to stratospheric levels.But even at these heights, there remain excellent reasons to invest in some members of the "Magnificent Seven." Here are two that I think are worth sticking with over the long haul: Met ...

The hedge fund titan dumped most of his Nvidia stake. Was it the right move?Nvidia (NVDA 2.49%) has been the hottest stock of the artificial intelligence (AI) boom, jumping more than 500% since the start of 2023, but some of the smartest investors now seem to be changing their tune on the skyrocketing stock.Billionaire Stanley Druckenmiller, for example, piled into Nvidia when ChatGPT was first launched, but now the Duquesne Capital Management founder thinks the rally has run out of steam.Druckenmiller, who ...

This is why billionaires are piling into PayPal.Billionaire hedge fund pioneer Paul Tudor Jones of Tudor Investment reduced his stake in chip giant Nvidia in the first quarter, undoubtedly making a tidy profit on the sale. He then funneled that money into a new investment in embattled fintech company PayPal (PYPL 0.45%). Jones wasn't the only investor making this move, as Philippe Laffont of Coatue Management made a similar move, trimming his stake in Nvidia while adding to his PayPal position. The investor ...