Both retailers are executing well lately, but one stock looks better than the other for the long term.Walmart (WMT 1.72%) and Dollar Tree (DLTR -1.70%) shares have both surged over the past year, standing out in a choppy economy with their value-focused retail models. Each company has delivered solid results for shareholders recently, but their investment cases rely on very different strengths. Walmart, the scaled and tech-driven retailer with supercenters, Sam's Club, and a fast-growing e-commerce platform ...

Group 1: Market Trends and Stock Splits - Artificial intelligence (AI) has been a significant catalyst in the stock market, with a projected global addressable market of $15.7 trillion by 2030 [1] - Stock splits, particularly forward splits, have contributed to the rise of major indices like the S&P 500 and Nasdaq Composite, as they do not affect a company's market cap or operating performance [2][4] - Reverse splits are generally viewed with caution by investors, as they are often associated with struggling companies trying to avoid delisting [5] Group 2: Lucid Group's Reverse Split - Lucid Group executed a 1-for-10 reverse split on August 29, 2025, reducing its outstanding shares from over 3 billion to approximately 307 million and increasing its share price from just below $2 to nearly $20 [9] - Analyst Mickey Legg set a post-split price target of $70 for Lucid, indicating a potential upside of up to 280% from its price at the end of trading on September 5 [10] - Lucid's partnership with Uber, which includes a $300 million investment and plans to deploy 20,000 Lucid Gravity SUVs, is expected to enhance visibility and market presence [11][12] Group 3: Challenges Faced by Lucid Group - Despite the positive developments, Lucid has faced significant challenges, including disappointing sales of its flagship model, the Lucid Air, and production delays for its Gravity SUV [16][19] - The company has revised its production forecasts down from an initial projection of 90,000 units by 2024 to an expected 9,000 units [18] - Lucid ended June with $4.86 billion in liquidity but has burned $1.26 billion in cash from operations in the first half of the year, leading to a $13.8 billion accumulated deficit [21]

A simple and arguably upbeat framework points to about $100 -- well below today's price.Palantir (PLTR 1.95%) has been one of 2025's standout winners. Shares have surged this year as the company's artificial intelligence (AI) platforms gain traction in both government and commercial markets. The enthusiasm isn't baseless. Palantir's second-quarter update showed rapid growth and improving profitability, and management raised its full-year outlook. Still, after a big move, investors should ask a basic questio ...

Core Viewpoint - TKO Group Holdings has announced a remarkable 100% increase in its quarterly dividend, reflecting strong financial performance and lucrative media rights deals for its key businesses, WWE and UFC [2][3][12]. Company Overview - TKO Group Holdings is a newly formed conglomerate primarily known for its two major businesses: World Wrestling Entertainment (WWE) and Ultimate Fighting Championship (UFC) [5]. - Both WWE and UFC have significant audience engagement, leading to lucrative broadcasting deals with major networks [6][10]. Financial Performance - TKO's second quarter revenue increased by nearly 10% year over year, exceeding $1.3 billion, driven by a 21% revenue rise in WWE [12]. - The company reported a substantial 63% increase in net income, reaching $1.17 per share [12]. Media Rights Deals - WWE signed a five-year exclusive deal with Walt Disney for ESPN, valued at approximately $1.6 billion, or $320 million annually [7]. - WWE's current deal with Comcast for its Peacock service is reportedly worth over $1 billion total, translating to over $200 million annually [8]. - A new broadcasting deal for WWE's Raw with Netflix is valued at "in excess of $5 billion" over ten years, averaging at least $500 million per year [9]. - UFC secured a broadcasting deal with Paramount Skydance worth $7.7 billion over seven years, averaging $1.1 billion annually [11]. Dividend Announcement - TKO's new quarterly dividend will be $0.76 per share, effective from the next payout on September 30, with a yield of 1.6% based on the most recent closing price [14].

Company Overview - Dutch Bros is a coffee shop chain that has developed a distinct brand with exclusive beverages appealing to a large and growing consumer base [5] - The company has refined its image as a fun and friendly place, resonating with current consumer trends focused on speed, convenience, and customized beverages [6] Expansion Strategy - Dutch Bros has expanded from its original locations in Oregon to over 1,000 stores in 19 states, doubling its store count since going public in 2021 [8] - The company employs a deliberate expansion strategy with rigorous real estate curation and a program to replicate its model in each new location [6][7] Financial Performance - Sales increased by 28% year over year to nearly $416 million, with same-store sales rising by 6.1% and same-store transactions up by 3.7%, indicating strong customer loyalty [9] - Adjusted net income rose from $31.2 million to $45.5 million year over year in the second quarter [10] Future Goals - Management aims to have 2,029 stores by 2029, with a long-term goal of 7,000 stores, indicating a strong growth trajectory [11] - The CEO emphasized that Dutch Bros is in growth mode, with a significant addressable market ahead [11]

American Express is dependable and has both short- and long-term growth opportunities.September is here, and it looks like the Federal Reserve's Federal Open Market Committee just might lower its benchmark interest rate again when it meets next week. Many stocks, especially those of companies that are particularly sensitive to interest rates, are already climbing in anticipation.As a bank and credit card network, American Express (AXP -0.28%) is very sensitive to interest rates. It was a standout stock last ...

Industry Overview - Nuclear energy is experiencing a resurgence due to increasing power demand driven by factors such as artificial intelligence data centers and a shift towards cleaner energy sources. Countries are planning to triple their nuclear power capacity by 2050 according to Goldman Sachs [1][2]. Company Analysis: NuScale Energy - NuScale Power is innovating with small modular nuclear reactors (SMRs), which are factory-built, potentially making them easier, cheaper, and safer to construct compared to traditional nuclear plants. The company has two SMR technologies approved by the U.S. Nuclear Regulatory Commission, giving it a competitive edge [4][6]. - NuScale has a potential customer, RoPower, a Romanian utility, which is considering six of its reactors for a large power plant. A final decision is expected within the next year [5]. - Despite being a money-losing startup, NuScale represents a long-term investment opportunity in the nuclear sector [7]. Company Analysis: Constellation Energy - Constellation Energy is the leading producer of clean electricity in the U.S., operating the largest fleet of nuclear power plants and also managing wind, solar, and hydropower facilities [8]. - The company has secured long-term power supply agreements with major tech companies like Microsoft and Meta Platforms, which are expected to significantly boost earnings. Constellation anticipates a compound annual growth rate of over 13% in adjusted operating earnings through 2030 [9][10][11]. - Constellation is planning a $16.4 billion acquisition of Calpine, which will enhance its position in the clean energy market and is expected to increase earnings per share by 20% next year [12][13]. Company Analysis: Cameco - Cameco is one of the largest uranium miners globally, benefiting from the increasing demand for low-carbon electricity sources. The company's uranium segment reported a 46% increase in pre-tax net income in Q2 due to higher sales volumes and prices [15]. - Cameco also holds a 49% stake in Westinghouse Electric, contributing significantly to its profits. The company reported a pre-tax profit of $126 million from Westinghouse, marking a turnaround from a loss the previous year [16]. - With commitments to deliver an average of 28 million pounds of uranium per year through 2029, Cameco is well-positioned to capitalize on the nuclear energy resurgence while maintaining a strong balance sheet [17].

Archer Aviation's stock has risen sharply over the past year, but it could fly even higher if its air taxi service gains traction.Shares of Archer Aviation (ACHR 0.29%) have fallen more than 33% from their high-water mark over the past few months. That's the second drawdown of that magnitude in the past year. And yet the stock is still up more than 150% over the past 12 months. That volatility is important to keep in mind because if you can't handle a bumpy ride, you won't want to buy this aviation startup ...

There's a way to get in early on the next "Magnificent Seven."The "Magnificent Seven" megacap tech stocks have been just that in recent years -- magnificent. As a group they've climbed 98% over the past two years (versus a 46% gain for the S&P 500 index) and today account for about 34% of the market-cap weighted S&P 500 index.Each of those companies has a market cap of more than $1 trillion and they are all among the 10 largest publicly traded companies on the planet.That's huge.Best of all, those seven com ...

The company's long-term prospects remain bright, even after recent challenges.The old proverb "patience is a virtue" is very true in the world of investing. Investors who aren't scared off by a struggling stock, have the ability to see the company's long-term potential, and decide to buy and hold on for a number of years could reap the rewards.And today, UnitedHealth Group (UNH 1.56%), a health insurance leader that's faced challenges in recent times, may offer investors this opportunity. From a federal pro ...