Key Takeaways S&P 500 closes below 5,000, losing $5.83T - the worst 4-day drop since its inception in 1950s. We highlight 5 undervalued stocks in VOO that have low P/E, Zacks Rank #1 or 2 & VGM Score of A or B. Fed rate cut bets and attractive valuations make UHS, QCOM, CCL, TAP and FOXA compelling buys.The tariff game of U.S. President Donald Trump has resulted in a tailspin in the stock market globally. The S&P 500 Index closed below 5,000 points for the first time in almost a year and shed $5.83 trilli ...

Core Viewpoint - Carnival (CCL) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which significantly influence stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - An increase in earnings estimates typically leads to higher fair value calculations by institutional investors, resulting in buying or selling actions that affect stock prices [4]. Recent Performance and Projections - For the fiscal year ending November 2025, Carnival is expected to earn $1.86 per share, reflecting a 31% increase from the previous year [8]. - Over the past three months, the Zacks Consensus Estimate for Carnival has risen by 6.7%, indicating a positive trend in earnings expectations [8]. Zacks Rating System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with only the top 20% receiving a 'Strong Buy' or 'Buy' rating [9][10]. - The upgrade of Carnival to a Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, suggesting potential for market-beating returns in the near term [10].

Launching on Majestic Princess, Sabatini's Italian Trattoria Debuts Frescobaldi-Inspired Menu and Exclusive Grand Tuscan DinnerFT. LAUDERDALE, Fla., April 9, 2025 /PRNewswire/ -- Known for its beloved recipes of Italian cuisine, fresh pasta, and outstanding wines, Sabatini's Italian Trattoria, the signature specialty restaurant of Princess Cruises, has unveiled a notable new collaboration with the renowned Frescobaldi family, Italy's legendary Tuscan winemakers.  Sabatini’s Italian Trattoria, Inspired by ...

Core Insights - Carnival Corporation & plc has announced an order for two new multi-fuel-capable ships for AIDA Cruises, scheduled for delivery in 2030 and 2032, as part of its newbuild pipeline which includes eight ships set to enter service between now and 2033 [1][4] - The new ships will feature approximately 2,100 cabins each, positioned between the existing Hyperion Class and Helios Class vessels, enhancing AIDA's fleet to a total of 13 ships [2] - The introduction of these next-generation ships, along with the AIDA Evolution program, aims to modernize the fleet and increase demand for the AIDA brand in the German cruise market [3] Newbuild Pipeline - Carnival Corporation's newbuild pipeline consists of eight ships, including Star Princess this year and one ship each year from 2027 to 2033, focusing on high-performing brands like AIDA Cruises and Carnival Cruise Line [4] - The company emphasizes a disciplined growth approach to maximize returns and utilize strong free cash flow to reduce debt and enhance shareholder value [4] Technological Advancements - The new ships will incorporate innovative multi-fuel propulsion systems, including LNG, to ensure sustainability and operational flexibility for the future [2][5] - Fincantieri, the shipbuilder, will implement advanced technologies for sustainability and efficiency in the construction of these new vessels [5] Future Developments - Design details and itinerary information for the new AIDA ships will be announced in the future, with the order contingent upon financing expected to be completed later this year [6]

Core Insights - Carnival Cruise Line is outlining its strategic plans for the next five years, focusing on innovation, guest experience, and loyalty [1][2] - The introduction of new ships, including Carnival Festivale and Carnival Tropicale, is a key component of the strategy [3][11] - Carnival aims to enhance its destinations and loyalty programs to solidify its leadership in the cruise industry [19][20] New Ships - The fourth ship in the Excel class will be named Carnival Festivale, debuting in spring 2027 from Port Canaveral, Florida [4][11] - Carnival Festivale will feature innovative zones, including music-themed venues and a family-friendly water park called Carnival Waterworks Ultra [5][7][8] - The ship will have 1,000 interconnecting rooms, nearly 70% more than previous Excel ships, to better accommodate families [6] Deployment Updates - Carnival Festivale's introduction will allow Mardi Gras to offer short cruises from Port Canaveral, catering to first-time cruisers and families [14] - Carnival will return to year-round operations in Mobile, Alabama, starting spring 2027, and is exploring larger ship deployments in Baltimore [16] Guest Experience - Carnival plans to enhance the guest experience on existing ships through strategic upgrades, including décor modernization and new dining options [17] Destinations - Carnival is enhancing its exclusive destinations, including the new Paradise Collection, which will feature Celebration Key opening in July [19][25] - The expansion of RelaxAway, Half Moon Cay, will allow larger ships to visit, with enhancements expected to be completed by summer 2026 [25] Loyalty - Carnival will enhance its VIFP loyalty program, with details expected to be announced in summer 2025 and changes taking effect in 2026 [20][21]

Market Overview - The stock market experienced significant declines, with the S&P 500 down by 4.3%, the Nasdaq down by 5.5%, and the Russell 2000 index down by 6%, entering bear market territory [2] Sector Performance - Travel stocks were particularly hard hit, with Southwest Airlines falling by 9%, Royal Caribbean down by 9.3%, and Carnival Corporation down by 12.2% [3] Economic Impact - Tariffs are expected to increase prices for many goods and services, contributing to a decline in consumer confidence amid ongoing inflation [4] - Concerns are rising that consumers may reduce discretionary spending, impacting air travel and cruise bookings [5] Investment Considerations - Current owners of airline and cruise stocks are advised not to panic sell, as the long-term impact of tariffs on inflation and consumer spending remains uncertain [6] - The situation is fluid, and while caution is advised for new investments in these sectors, there is potential for tariffs to be negotiated lower in the future [7]

Core Points - Holland America Line is celebrating its 152nd anniversary with an "Anniversary Sale" offering significant discounts and incentives for cruise bookings made by April 30, 2025 [1][3] - The sale includes up to 30% off cruise fares, onboard credits up to $300 per stateroom, 50% reduced deposits, and free third and fourth guests in the same stateroom [1][4] - The promotion covers sailings from April 2025 through April 2026, with cruises ranging from four to 56 days across various global destinations [2][6] Discounts and Offers - The Anniversary Sale features discounts on cruise fares, onboard credits, and reduced deposits, making it an attractive option for both loyal and new guests [3][4] - Guests booking during the sale can receive up to $300 onboard credit, which can be used for dining, spa services, shore excursions, and more [5] - The sale allows for free third and fourth guests on select cruises, enhancing affordability for family and friends traveling together [6] Additional Information - The Anniversary Sale can be combined with the "Have It All" premium fare, which includes additional amenities such as shore excursions and dining packages [4] - Holland America Line operates a fleet of 11 ships visiting nearly 400 ports in 114 countries, emphasizing its long-standing experience in the cruise industry [8]

Group 1 - Cunard's newest ship, Queen Anne, made its debut in Hong Kong, docking at Kai Tak Cruise Terminal on March 18, 2025, and was joined by Queen Elizabeth the following day [1] - Queen Anne is currently on her maiden 107-night world voyage from Southampton, visiting 30 ports across 18 countries, with 1,067 guests sailing the entire voyage [1] - Queen Elizabeth recently underwent a significant makeover and is currently on a nine-night voyage to Yokohama, Japan, arriving on April 7, 2025 [2] Group 2 - Cunard is a luxury British cruise line with a history dating back to 1840, celebrating 185 years of operation in 2025 [4] - The company currently operates four ships: Queen Mary 2, Queen Elizabeth, Queen Victoria, and the new Queen Anne, marking the first time since 1999 that four ships are in simultaneous service [5] - Cunard is owned by Carnival Corporation & plc since 1998 and is based in Southampton [5]

Core Insights - Princess Cruises has launched the newly renovated Majestic Princess, enhancing its offerings for the 2025 Mediterranean season with new dining, shopping, and entertainment options [1][2][6] Company Developments - The Majestic Princess has undergone significant renovations, introducing popular venues from across the fleet, including O'Malley's Irish Pub and Sabatini's Italian Trattoria, as part of its transformation [2][5] - The ship is set to celebrate Princess Cruises' 40th anniversary of cruising in the Mediterranean, highlighting its long-standing presence in the region [2] New Features and Offerings - New dining options include O'Malley's Irish Pub, Sabatini's Italian Trattoria, and Ocean Terrace Sushi Bar, each offering unique culinary experiences [5] - The ship features a variety of shopping venues, including the EFFY jewelry brand and a Victorian-style confectionary, enhancing the onboard shopping experience [5] - The Majestic Princess offers the Princess MedallionClass experience, which provides personalized service and various inclusive packages that can save guests up to 65% on amenities [6] Itinerary and Future Plans - After the Mediterranean season from April to July, the Majestic Princess will sail to Canada and New England in August and September, followed by Caribbean cruises from October to December [7]

Core Insights - Holland America Line has announced its 2026-2027 Caribbean season, featuring more voyages of nine days or longer than any other cruise line in the region [1][6] - The season includes enhancements at RelaxAway, Half Moon Cay, with new amenities such as a beach club, upgraded facilities, and exclusive dining options [1][2] - A new adults-only Signature Pool Experience will be available on Caribbean cruises, offering spa-like amenities and live music [3] Itineraries and Offerings - Guests can choose from over two dozen itineraries aboard six ships, ranging from seven to 14 days, with cruises departing from Fort Lauderdale or Miami from October 2026 to April 2027 [4] - A partnership with The HISTORY Channel offers a 9-day Southern Caribbean voyage aboard Nieuw Amsterdam, featuring curated excursions [5] - Over 70 departures for cruises longer than nine days are available, focusing on various Caribbean destinations [6] Special Events and Promotions - A special holiday cruise on Rotterdam will allow guests to celebrate Christmas and New Year in the Caribbean, visiting multiple ports [7] - The "Have It All" early booking bonus starts at $1,299 per person, including various premium package amenities [11] - Mariner Society loyalty members can receive up to $400 onboard credit when booking these cruises by June 30, 2025 [12]