NYSE stocks paying dividendsgettyThe high p/e growth names that get the most attention because of their growth or their potential for growth (according to analysts) are having a nice time. This era will eventually end and that might be sooner rather than later once the Trump tariffs inflation and the lower interest rates inflation really kick in.In the long run, it might be wise to at least take a look at cheap stocks – that is, those that trade below their book value. That’s the number found when total lia ...

It would have seemed almost unthinkable for most private credit managers just a few years ago: Updating the value of their portfolios on a monthly basis.After all, the opacity was part of the draw — that without the price swings of public markets, fund managers could look through cycles and weather any sudden storms.But as the $1.7 trillion private credit market sets its sights on luring in money from individual investors — a potentially massive new source of funds — firms are increasingly finding the trade ...

Core Insights - Economic uncertainty and declining consumer spending are leading to store closures among retailers, including established chains, as they seek to restore profitability [1] - Dollar Tree's parent company, Dollar Tree, plans to close nearly 1,000 Family Dollar locations in 2024, with the aim of rationalizing unprofitable stores to unlock enterprise value [2] - Family Dollar's same-store sales fell by 1.2% in Q4 of fiscal 2023, indicating financial struggles [2] Company-Specific Developments - Dollar Tree sold Family Dollar for approximately $1 billion in July 2023, after acquiring it for $9 billion in 2015, to refocus on its core business and long-term growth strategy [3] - The new owners of Family Dollar are reviewing the remaining 7,446 locations for potential closures as leases expire [3] - The closure of the Family Dollar store in Old Orchard Beach, Maine, is part of the ongoing financial struggles, reducing the store count in Maine to 52 [4] Industry Trends - The retail sector is experiencing a wave of store closures, with announced closures in 2025 up 67% compared to the previous year [9] - Legacy retailers like Macy's, JCPenney, and Kohl's are also facing significant closures, with nearly 6,000 retail closures reported nationwide as of July 4, outpacing new openings [10] - The National Retail Federation projects retail sales growth of 2.7% to 3.7% in 2025, a slowdown from 3.6% in 2024 [8]

Core Insights - Retail investors showed significant interest in five stocks from October 20 to October 24, driven by earnings reports, government shutdown concerns, and AI enthusiasm [1] Tesla Inc. (TSLA) - TSLA was highlighted due to its third-quarter earnings report, with CEO Elon Musk's potential resignation linked to a proposed $1 trillion pay package [7] - Key updates included the Optimus V3 demo scheduled for Q1 2026, Cybercab production set for Q2 2026, and robotaxi expansion plans [7] - The stock traded between $214.25 and $488.54, around $447 to $449 per share, up 18.38% year-to-date and 72.37% over the year [8] Beyond Meat Inc. (BYND) - BYND experienced a surge of over 1,300% from record lows, driven by retail hype and short-squeeze speculation following expanded distribution to over 2,000 Walmart stores [8] - The stock had a 52-week range of $0.50 to $7.69, trading around $2 to $3 per share, down 26.23% year-to-date and 55.97% over the year [9] Rigetti Computing Inc. (RGTI) - RGTI faced initial declines due to Google's chip breakthrough and potential U.S. export curbs on technology to China, but momentum shifted with speculation about government equity stakes in quantum firms [11] - The stock traded between $1.06 and $58.15, around $39 to $41 per share, up 97.98% year-to-date and 3,199.58% over the year [12] International Business Machines Corp. (IBM) - IBM discussions gained traction due to its advanced quantum product, with market commentators favoring it over other quantum firms [12] - The stock had a 52-week range of $203.51 to $301.04, trading around $283 to $285 per share, up 29.58% year-to-date and 30.50% over the year [13] Amazon.com Inc. (AMZN) - AMZN faced a major AWS outage affecting numerous sites, while plans to automate 75% of U.S. operations by 2033 drew criticism regarding worker impacts [13] - The stock traded between $161.43 and $242.52, around $220 to $222 per share, up 0.40% year-to-date and 18.62% over the year [14]

Core Insights - Billionaire investor Mark Cuban emphasizes practical financial habits over flashy investment strategies, advocating for bulk shopping as a means to save money [2][4][5] Group 1: Financial Strategies - Cuban highlights the importance of saving on everyday consumables, suggesting that buying in bulk can lead to significant savings, such as saving $800 annually on a $2,000 yearly expenditure [5] - He warns against the pitfalls of using credit cards for purchases that cannot be paid off immediately, citing it as a major financial mistake [6] - Cuban encourages consumers to take advantage of deals on platforms like Amazon, asserting that smart shopping can be one of the best investments [7] Group 2: Personal Background - Cuban's journey from being broke in his 20s to becoming a self-made billionaire illustrates the value of hard work and practical financial habits [2][3] - His experience in various jobs before achieving success underscores the importance of perseverance and financial literacy [2][3]

Core Insights - TransUnion operates an underrated business model focused on providing credit reporting services to both businesses and consumers, which is essential for lenders [1] Company Overview - TransUnion has developed a scoring system that is valuable to lenders, allowing the company to build a substantial database that covers nearly one-seventh of the population [1]

As bitcoin treasury companies continue to struggle with tumbling share prices and rapidly slowing bitcoin accumulation in a tightening market, many are now trading below a 1x multiple to their net asset value (mNAV). In other words, for these “pure play” treasury holders (i.e., excluding miners like MARA Holdings and broader crypto platforms such as Bullish), their market capitalization has dropped beneath the value of their bitcoin holdings. Semler Scientific (SMLR) began its bitcoin treasury strategy i ...

Core Insights - Analysts have raised price targets for Intel, but the company still faces significant challenges, leading to a market perform rating [1][2] - Intel's supply constraints are primarily due to older generation parts being more appealing to customers than newer offerings [3][4] - The yield ramp for Intel's new 18A process is slower than expected, with adequate yields not anticipated until late next year [4][5] Financial Performance - Intel reported a 5% increase in revenue from its client computing group, while data center revenue fell by 1% year-over-year and foundry revenue decreased by 2% [7] - The company is prioritizing server production due to supply constraints, which may lead to a sequential increase in data center revenue in Q4 [9][10] Market Dynamics - The current strong demand for PCs is likely temporary, driven by the Windows end-of-life cycle, raising concerns about sustainability in the following year [5][9] - Intel is losing market share to competitors, particularly in the server market, which has been weak for some time [11] Investment and Future Outlook - Recent investments, including significant funding from Nvidia and the government, provide Intel with some financial breathing room to develop its foundry business [16][18] - The company has sold parts of its Altera business and mobile shares, potentially raising around $20 billion, which aids in capacity expansion [18][20] - Intel's ability to attract customers for its new technologies remains uncertain, with a timeline of 18 months needed to assess the viability of its 14A process [20] Competitive Landscape - AMD is positioned to benefit from Intel's supply constraints, with increased demand likely shifting towards AMD as a competitor [22][25] - The AI market presents a significant opportunity for AMD, although its near-term performance has been lackluster [24][26]

Stocks jumped for the second straight week and reached record highs Friday as Washington trade and shutdown drama took a back seat to cooler inflation data and stronger earnings. The S & P 500 and Nasdaq rose 2% and 2.3%, respectively, for the week. In fact, the S & P 500 on Friday peaked above 6,800 for the first time ever before closing just below that level. Both stock benchmarks finished Friday with record-high closes. Propelling stocks on the final day of the trading week was an encouraging read on the ...

Group 1 - Tesla's CEO Elon Musk and executives discussed advancements in robotaxis, Megapacks, and the Optimus humanoid during the third-quarter earnings call, but did not mention the new "unboxed" manufacturing process for the upcoming Cybercab [1] - The "unboxed" manufacturing process represents a significant shift from traditional assembly lines, allowing for parallel lines to build subassemblies, which could enhance production efficiency [1] - The stock market is currently at highs, with Tesla and other companies like Netflix being focal points for investors, despite some concerns regarding AI and gold [4] Group 2 - Tesla's stock is nearing early entry points as Musk emphasizes the need for greater control over operations [4] - Despite a reported loss of $1.4 billion in its EV division, Ford's stock is rising due to its push for a new "Model T" [4] - The market is rebounding with bullish movements from Tesla, CrowdStrike, and Las Vegas Sands, indicating positive investor sentiment [4]