Group 1: Market Overview - The Dow Jones Industrial Average is filled with industry-leading companies, many of which pay dividends, but dividend-paying companies are currently out of favor as mega-cap growth stocks drive market gains [1][2] - The S&P 500 has increased by 73% since the start of 2023, making the appeal of dividend yields less attractive [1] Group 2: Honeywell International - Honeywell is planning to split into three stand-alone publicly traded companies, with the materials business expected to spin off later this year or early next year [4] - The company trades at under 20 times forward earnings and has a dividend yield of 2.2%, making it an attractive buy for long-term investors [6] - Honeywell's performance has been decent, but its corporate structure has hindered its ability to capitalize on industry growth trends [6] Group 3: Nike - Nike has faced challenges due to consumer spending pullbacks and competition from newer brands in the athleisure market [8][9] - The company has made leadership changes to improve its performance, and its dividend yield has increased to 2.3%, providing an incentive for investors to hold [10] - Nike's shift to direct-to-consumer sales faced pushback from wholesale partners, indicating the need for a balanced approach in its business strategy [9] Group 4: Salesforce - Salesforce has seen a 26.5% decline year-to-date, raising concerns about its ability to monetize artificial intelligence and compete in the SaaS market [11][12] - The company has introduced AI tools under its Agentforce lineup, but its forward P/E ratio of 21.7 suggests it may be undervalued compared to its previous premium [12] - Salesforce initiated its first-ever dividend in early 2024, with a modest 4% increase, but its yield remains low at 0.7% [13] Group 5: Investment Opportunities - Honeywell, Nike, and Salesforce present opportunities for contrarian investors seeking value in a premium-priced market [14] - Honeywell is considered the best buy due to its decent performance and potential post-breakup growth [15] - Nike is viewed as a solid investment for those who believe in the brand's resilience, while Salesforce is a riskier bet for investors confident in its competitive position against AI [15]

Core Viewpoint - A securities class action lawsuit has been filed against V.F. Corporation, with a deadline for lead plaintiff applications set for November 12, 2025, for investors who acquired VFC securities between October 30, 2023, and May 20, 2025 [1][2]. Company Information - V.F. Corporation and certain executives are accused of failing to disclose material information during the class period, which constitutes a violation of federal securities laws [3]. - The company reported a significant decline in its Vans brand growth, with losses increasing from 8% to 20% in the fourth quarter of fiscal 2025, attributed to deliberate revenue reductions to eliminate unprofitable businesses [4]. Market Reaction - Following the announcement of the financial results, V.F. Corporation's share price dropped from $14.43 on May 20, 2025, to $12.15 on May 21, 2025, marking a decline of approximately 15.8% in one day [5].

Group 1: Market Sentiment and AI Investment - The current market sentiment is influenced by billionaire critics who label the artificial intelligence data center buildout as a bubble, creating a bearish atmosphere that deters stock ownership [2][3][11] - Despite the pessimism, major indices like the Dow, S&P, and NASDAQ have shown significant gains, indicating resilience in the market [3] - The spending on AI data centers is primarily driven by the cash flow of the wealthiest companies, which are confident in the potential of AI technology [6][8] Group 2: Company Insights and Leadership - Jensen Huang, CEO of Nvidia, is highlighted as a key figure in the AI space, with a strong track record of overcoming skepticism regarding AI advancements [5][6] - Companies like OpenAI and Oracle are noted for their aggressive spending on AI infrastructure, raising concerns about financial sustainability [7] - The belief among tech CEOs is that AI represents the next industrial revolution, with a strong conviction that they will not be left behind in this race [9][10] Group 3: Upcoming Earnings Reports and Economic Indicators - Upcoming earnings reports from companies like Carnival and Nike are anticipated to provide insights into consumer behavior and economic health [14][17] - Paychecks, a payroll processor, is expected to reveal important economic indicators that reflect the state of small and medium-sized businesses [16] - The non-farm payroll report is emphasized as a critical economic indicator that will influence Federal Reserve policy and market sentiment [21][27]

Group 1: Earnings Expectations - Q3 earnings for the S&P 500 index are expected to increase by +5.3% year-over-year, with revenues up by +6.1% [2][9] - This anticipated growth would mark the lowest earnings growth pace since Q3 2023, which had a growth rate of +4.4% [2] - Positive revisions in earnings estimates have been noted for Q3, contrasting with the trends observed in the first two quarters of the year [3][5] Group 2: Sector Performance - Since July, Q4 estimates have increased for 7 out of 16 Zacks sectors, including Tech, Finance, and Energy [7] - The Tech sector is expected to continue as a growth driver, with earnings projected to increase by +12% in Q3 2025 and +8.7% in Q4 2025 [10] - Despite positive revisions in some sectors, 8 out of 16 sectors are experiencing pressure on Q4 estimates, particularly in Consumer Discretionary and Medical sectors [10] Group 3: Company-Specific Reports - Nike is expected to report earnings of $0.28 per share on revenues of $11 billion, reflecting year-over-year declines of -60% and -5% respectively [11] - Carnival is projected to report earnings of $1.32 per share on revenues of $8.07 billion, with year-over-year increases of +3.9% and +2.3% respectively [12] - Nike's stock has decreased by -8.4% year-to-date, while Carnival's shares have increased by +23.1% in the same period [11][12]

CNBC's Jim Cramer on Friday told investors what to look out for next week on Wall Street, including the latest's nonfarm payroll report and earnings from Paychex and Nike."The employment number lords over all other entries here. Call me concerned because I know that some parts of the economy — anything connected to this data center — are overheating. But another part, autos homes, retailers, are dreadful," he said. "Can Jay Powell save the rest of the economy without taking the data center economy to a boil ...

BREAKING: Bullish Rebound Pares Market's Weekly Losses The stock market's rebound on Friday narrowed the week's losses for the Nasdaq and S&P 500, and showed technical support at their 21-day exponential moving averages. Heading into the final two trading days of September, and of the third quarter, the Nasdaq is up 4.8% for the month and headed for its sixth straight monthly gain. The S&P 500 has climbed 2.8%, and is leaning toward its fifth consecutive up month. A modest week of earnings reports includes ...

Welcome back to Market on Close. Nike will be in focus next week as it will report earnings for its fiscal first quarter. Goldman Sachs kept its buy rating and a $95 price target on shares.They noted it expects fundamentals to continue to sequentially improve and continue to see emerging recovery in both sport and strategic priorities such as performance running and women's apparel. With all that said, it is time for Options Corner now. Rick Dukat is joining us here in studio, our lead market technician to ...

Big day for golf fans. The 45th RDER Cup officially teased off today at the Beth Page Black Golf Course out on Long Island with top tier golfers from the US taking on rivals from Europe. But for many fans, the game is more than just a sport and they're showing it by letting their clothes do the talking.NBC News correspondent Maris Francis joins us live with this fun story. Hi Maris. Good morning. >> Good morning. Good morning.The bi-annual competition pits the best from the US against Europe's finest. And i ...

Welcome to Yahoo Finance Sports Report, a unique look at the business of sports brought to you by Yahoo Finance and Yahoo Sports. I'm your host, Joe Pompiano, and I'm here to coach you through the financial game. Let's huddle up and get right into it. We are kicking off this week with Pomp's Playbook, where I take a look at some of the biggest headlines in sports that you and your portfolio need to know. First up in today's playbook, we have some sports betting news. Earlier this week, Swiss gaming company ...

NikeSkims offers lower prices across critical categories such as track jackets, sports bras and leggings, compared to its peers, putting pressure on its more expensive rivals, analysts say https://t.co/0T3UPtbQQ0 ...