Workflow
AI disruption
icon
Search documents
Booking ٍStock Trades at a Discount to Its Free Cash Flow Outlook
Investing· 2026-03-25 19:11
Booking Holdings (NASDAQ: BKNG)is trading at $4,243.73 on Wednesday, March 25, 2026. The stock is down 1.09% on the day, off $46.92 from Tuesday's close of $4,290.65. The intraday range has been $4,182.14 to $4,374.89 — a $192 band that reflects the same war-headline volatility that has been whipsawing every risk asset for four consecutive weeks. The 52-week range is $3,765.45 to $5,839.41. Market cap sits at $134.35 billion. Forward P/E is 16.02x. Dividend yield is 0.99%. Average daily volume is 528,770 sh ...
3 Tech ETFs for 2026: FTEC, IGV, and XNTK Tell Very Different Stories
247Wallst· 2026-03-25 11:57
3 Tech ETFs for 2026: FTEC, IGV, and XNTK Tell Very Different Stories 3 Tech ETFs for 2026: FTEC, IGV, and XNTK Tell Very Different Stories - 24/7 Wall St. S&P 5006,625.20 +0.23% Dow Jones46,625.80 +0.31% Nasdaq 10024,300.20 +0.26% Russell 20002,539.07 +0.07% FTSE 10010,117.80 +1.01% Nikkei 22553,985.50 +1.14% Investing By Michael WilliamsPublished Mar 25, 7:57AM EDT Quick Read Fidelity MSCI Information Technology Index ETF (FTEC) has the lowest expense ratio at 0.08% and $16.67B in assets with 283-292 hold ...
Boring Pays Dividends: Why AT&T is the Hot Stock Nobody Wants to Admit They Own
247Wallst· 2026-03-23 13:07
Boring Pays Dividends: Why AT&T is the Hot Stock Nobody Wants to Admit They Own - 24/7 Wall St. S&P 5006,636.60 +1.40% Dow Jones46,517.50 +1.47% Nasdaq 10024,364.80 +1.42% Russell 20002,503.06 +2.13% FTSE 1009,981.80 +1.38% Nikkei 22553,270.50 +3.77% Stock Market Live March 23, 2026: S&P 500 (SPY) Soars on Trump Announcement Follow 24/7 Wall St. on Google This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. How to Add ...
Salesforce issues $25 billion in debt to buy back stock. Should we be concerned?
CNBC· 2026-03-20 17:48
Core Viewpoint - Salesforce has initiated a $25 billion accelerated stock buyback plan funded by debt, part of a larger $50 billion repurchase authorization approved earlier this year, raising questions about the implications of using debt for stock repurchase [1][11]. Group 1: Stock Buyback Strategy - The management believes that the recent decline in stock price due to AI disruption fears has made the shares attractive for repurchase, indicating confidence in Salesforce's future [3][11]. - Insiders, including board members, have also been purchasing Salesforce stock, suggesting a belief in the company's potential [3]. - The decision to issue debt for stock buyback may be driven by a desire to conserve cash and the comparative costs of equity versus debt [3][11]. Group 2: Cost of Capital Analysis - The cost of debt for Salesforce is approximately 6.7% pre-tax and around 5.3% post-tax, assuming a corporate tax rate of 22% [9]. - The cost of equity, calculated using the capital asset pricing model (CAPM), is around 9.27%, which is higher than the cost of debt, making the debt issuance a potentially favorable move to lower the overall weighted average cost of capital (WACC) [10]. - Lowering the WACC can enhance the present value of future earnings and cash flows, potentially opening up more investment opportunities [11]. Group 3: Financial Implications and Risks - While the strategy may enhance capital structure by reducing the overall cost of capital, it also introduces new financial obligations and could lead to a lower credit rating due to increased leverage [12]. - The ability of Salesforce to service the debt will depend on the company's performance amidst AI market concerns, which could impact stock value and financial stability [13][15]. - If the management's strategy proves successful, it could strengthen the company's capital structure and improve financial credibility over time [16].
Nexstar Readies High-Grade Bond Sale to Fund $6 Billion Takeover
Yahoo Finance· 2026-03-19 17:05
Photographer: Adam Gray/Bloomberg Nexstar Media Group Inc. is planning to tap the investment-grade bond market as soon as next week to help fund its proposed takeover of Tegna Inc. — a move that would potentially reduce borrowing costs for the deal. Bank of America Corp. has indicated to investors that Nexstar will get a second investment-grade rating from Fitch Ratings, allowing the potential high-grade bond offering to proceed, according to people familiar with the matter. Most Read from Bloomberg T ...
2 Reliable And Undervalued Dividends For Passive Income
Seeking Alpha· 2026-03-19 12:30
Core Insights - The current market is experiencing turbulence due to concerns over AI disruption in software companies and instability in the Middle East affecting energy markets [2]. Group 1: Investment Focus - iREIT+HOYA Capital specializes in income-producing asset classes aimed at providing sustainable portfolio income, diversification, and inflation hedging [1]. - The investment group offers high-yield, dividend growth ideas, targeting dividend yields up to 10% across various asset classes including REITs, ETFs, closed-end funds, and preferred stocks [2]. Group 2: Analyst Background - The analyst has over 14 years of investment experience and holds an MBA in Finance, focusing on defensive stocks with a medium- to long-term investment horizon [2].
X @Bloomberg
Bloomberg· 2026-03-17 18:08
A group of banks led by JPMorgan Chase halted a $5.3 billion debt deal for software firm Qualtrics International after failing to win over investors amid deepening anxiety surrounding AI disruption https://t.co/btqE8CVi7U ...
A top 2% fund manager shares the 3 most AI-proof stocks he's betting on
Business Insider· 2026-03-17 09:30
The Iran war and the spike in oil prices can make it easy to forget that just weeks ago, markets were in a panic about AI disruption. That threat is still in the background, and one fund manager has a trio of stock picks to consider whenever the market starts fretting over AI again."Two years ago, people would say software is the best business model in the world, and now all of a sudden, people start talking about terminal value," Tom Hancock, the head of the Focused Equity team at asset management firm GMO ...
Dell workforce drops 10% in fiscal 2026, filing shows
Reuters· 2026-03-16 20:25
Group 1 - Dell's total workforce declined by approximately 10%, equating to 11,000 employees, in fiscal 2026, indicating a strategy to limit external hiring to reduce costs [1] - The company reported spending $569 million in severance payments during this period, a decrease from $693 million the previous year [2] - As of January 31, Dell had around 97,000 employees, down from about 108,000 a year ago, reflecting a consistent workforce reduction of about 10% in fiscal 2025 [2] Group 2 - Dell's shares have increased over 24% so far this year, signaling positive market performance [4] - The company anticipates that revenue from its AI-optimized servers business will double in fiscal year 2027 [4] - In February, Dell announced a 20% increase in its cash dividend and an additional $10 billion for its share repurchase program, indicating strong financial management [4]
Nvidia's 15% Stock Slump Masks A Historical Buying Signal — If You Know Where To Look
Benzinga· 2026-03-16 14:19
But buried beneath the sell-off, there may be a buying signal that has historically rewarded patient investors — if you connect the dots.NVDA stock is moving. See the chart and price action here. The signal comes from Morgan Stanley Investment Management’s Andrew Slimmon, a senior portfolio manager who recently published his latest equity commentary. To be clear, Slimmon doesn’t mention Nvidia by name. His argument is about the broader market. But it applies to Nvidia with striking relevance.The Stock-Picki ...