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Wall Street's Favorite Artificial Intelligence (AI) Bargain Stock for 2026 Is Hiding in Plain Sight
The Motley Fool· 2026-03-13 23:25
Wall Street analysts offer one-year price targets on the stocks that they cover, and these projections can give investors an idea of what the experts' general sentiment about a stock is. While I wouldn't advocate for a strategy of simply picking the stock that analysts think has the most upside potential and buying it without doing further research, you can use these forecasts to find some stocks where there are meaningful mismatches between current prices and medium-term expectations.One of the stocks with ...
An Impact-First Strategy That Reimagines the Global Core
Etftrends· 2026-03-13 21:16
Core Insights - The ETF industry is evolving towards specialized strategies, with investors seeking portfolios that reflect specific cultural and structural shifts rather than broad market exposure [1] - The Adasina Social Justice All Cap Global ETF (JSTC) exemplifies this shift by focusing on social justice investing and utilizing community-sourced impact data instead of standard third-party metrics [1] Portfolio Construction and Performance - As of March 13, 2026, JSTC maintains a globally diversified portfolio, allocating at least 40% of assets to non-U.S. companies, currently holding approximately 43% in international equities [1] - The fund targets "clean leaders" in high-growth sectors, with significant holdings including Lam Research (3.4%), Nvidia (2.2%), and Visa (1.6%) [1] - JSTC has over 600 holdings, with the top 10 positions accounting for only about 15% of assets, reducing concentration risk and single-stock volatility [1] Active Management and Strategy - JSTC is actively managed while aiming to reflect the performance of the Adasina Social Justice Total Return Index, allowing managers to sell securities that no longer meet their criteria based on new information [1] - This active oversight serves as a real-time filter in a fast-paced social media environment [1] Market Positioning - Advisors are increasingly using niche ETFs like JSTC as satellite allocations within broader portfolios, enabling targeted value tilts without significantly altering core exposures [1] - With approximately $60 million in assets under management, JSTC represents a growing trend in 2026, providing a counterbalance for investors focused on aligning capital with systemic change amidst dominant market narratives [1]
Friday's Final Takeaways & NVDA's GTC Event Next Week
Youtube· 2026-03-13 20:38
Market Overview - The S&P 500 has experienced three consecutive weeks of losses, influenced by ongoing geopolitical tensions in Iran [1] - The upcoming week will feature Nvidia's AI conference, which is expected to address current market concerns regarding AI disruptions and valuations [2] Company Earnings Reports - Lululemon is set to report on Tuesday, focusing on its turnaround plan [3] - Micron will report on Wednesday, entering the earnings season with a strong position due to tightening supplies and rising prices, leading to increased bullish sentiment among analysts [3] - Other companies reporting include Carnival, FedEx, Dollar Tree, Darden, Ollo, and Macy's, providing insights into consumer behavior and the broader economy [3] Chinese Tech Sector - Reports from Alibaba and Tencent are anticipated, with recent optimism surrounding these companies following a challenging start to the year [4] - Tencent recently experienced its best trading day in a year, driven by positive sentiment regarding AI developments [5] Economic Indicators - Key economic updates will be released, including producer prices, pending home sales, and new home sales in the US [6] - Central bank meetings are scheduled, including significant rate decisions from the Fed, BOE, ECB, BOJ, and Australia, with a focus on their language and potential hawkish tone due to global economic pressures [5][6]
Meta Cable Expansion Stalled by Iran Conflict | Bloomberg Tech 3/13/2026
Youtube· 2026-03-13 20:34
Group 1: Market Overview - The financial markets are experiencing slight pressure on equities, with the NASDAQ remaining flat and Brent crude oil prices above $100 per barrel, influenced by geopolitical tensions in the Middle East [2][19] - The ongoing conflict in Iran is a significant factor affecting market sentiment, with President Trump and Iranian leadership adopting a defiant tone as the war continues [3][4] Group 2: Company Developments - Adobe's CEO is resigning amid skepticism regarding the company's ability to adapt and thrive in the AI era, leading to a significant drop in its stock price, which has fallen over 30% in the past year [26][27][30] - Meta has paused its major internet expansion efforts in Africa due to safety concerns related to the war in Iran, affecting its underwater cable project [8][9][10] - Lucid Motors is focusing on scaling into the high-volume midsized market and has announced a partnership with Uber for robotaxi services, aiming for positive free cash flow within the next three years [68][71][79] Group 3: Investment Opportunities - S&P Dow Jones Indices is considering changes to the rules governing how companies join the S&P 500, which could expedite SpaceX's entry into the index following its IPO [49][50] - The potential for significant growth in the robotaxi market is highlighted, with estimates ranging from $300 billion to over $1 trillion, indicating new business models and opportunities for companies involved [79]
'Tech Bubble' Warnings Cost Investors A 550% Nasdaq-100 Run
Seeking Alpha· 2026-03-13 20:32
Beth Kindig is a veteran technology analyst with more than 15 years of experience covering both the private and public markets. She began her career in Silicon Valley in 2011—just as technology overtook oil as the world’s most valuable industry—and quickly distinguished herself for her prescient, high-conviction calls on emerging tech trends. By 2014, her analysis was being cited in major outlets, and she was invited to speak at leading industry conferences including Android Developers Conference, Advertisi ...
Why I'm Still Expecting Double-Digit Gains This Year, Despite Recent Volatility
ZACKS· 2026-03-13 20:31
After a strong start to the market in 2026, recent events in the Middle East have weighed on stocks, and simultaneously sent the price of oil sharply higher.YTD, the Dow is now off -2.88%; the S&P is off -2.53%; the Nasdaq is down -4.00%, the small-cap Russell 2000 is still up 0.29%; and the mid-cap S&P 400 is up 1.28%.Crude oil, since the start of the U.S./Israel campaign against Iran, is up roughly 43%. And YTD, it’s up more than 68%.Stocks were already off their highs prior to the Middle East conflict du ...
S&P Closes Out Third Straight Week of Loses | Closing Bell
Youtube· 2026-03-13 20:23
Market Overview - The market experienced a down day, marking the second consecutive day of significant selling, particularly as the U.S. enters the third week of the war in Iran [2][4] - The S&P 500 is closing out the week with losses, down approximately 2% [7][10] - Oil prices remain a critical factor, with Brent crude closing above $100 and WTI at $98, both up over 69% and 70% respectively year-to-date [4][6] Sector Performance - The Dow Jones Industrial Average fell by 100 points, or 0.2%, while the Nasdaq composite decreased by 0.9% on the day [7] - Defensive sectors like utilities and consumer staples showed resilience, with utilities up by 0.9% and consumer staples by 0.5% [9] - Information technology was the biggest loser, down 1.3% on the day [10] Company Highlights - Micron Technology saw a 5% increase in its stock price, attributed to stronger-than-expected demand for DRAM and NAND flash memory [12][14] - Adobe's shares fell by 7.6% following the announcement of CEO Shantanu Narayen's resignation amid skepticism about the company's future [20][21] - Ulta Beauty's shares dropped by 14.2% after providing guidance that was at the low end of Wall Street expectations, reflecting a 24-25% decline from its record high [22][23] Economic Indicators - The yield curve experienced a sell-off, with short-term yields dropping by about one basis point due to weaker economic data on personal spending and a downward revision of fourth-quarter GDP [25][26] - The Treasury market is facing significant losses on a weekly basis, indicating a challenging environment for fixed-income investments [27]
Geopolitical Tensions and Sluggish GDP Weight on Wall Street as Nasdaq Slumps
Stock Market News· 2026-03-13 20:07
U.S. equity markets concluded a tumultuous week on Friday, March 13, 2026, with major indexes finishing mixed as investors grappled with an escalating geopolitical crisis in the Middle East and sobering economic revisions. While the blue-chip Dow Jones Industrial Average managed to eke out a marginal gain, the tech-heavy Nasdaq and the broad S&P 500 retreated as the "stagflation" narrative gained momentum following a sharp downward revision to fourth-quarter economic growth.Market Index PerformanceThe Dow J ...
Dan Ives Says Tech Has Bottomed—Here's How to Invest Now
Youtube· 2026-03-13 19:58
Tech is at a major crossroads and the biggest bull on the street is back. Dan Ies of Wedbush joins us for a tech check. Dan, great to have you back. >> Always great to see you.And I think actually we kind of have some matching uh clothes, too. Sort of teal. >> I always have to wear color when I know you're on, Dan.Uh I have to start by asking uh for a check on your bullishness here, though, because you've been one of the most outspoken bulls on tech. But since we last spoke, we've seen this war with Iran. W ...
ROSEN, LEADING INVESTOR RIGHTS COUNSEL, Encourages GSI Technology Inc. Investors to Inquire About Securities Class Action Investigation - GSIT
TMX Newsfile· 2026-03-13 19:56
Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of GSI Technology Inc. due to allegations of materially misleading business information issued by the company [1]. Group 1: Investigation and Legal Action - Rosen Law Firm is preparing a class action to seek recovery of investor losses for those who purchased GSI Technology securities, with no out-of-pocket fees through a contingency fee arrangement [2]. - A significant drop in GSI Technology's stock price occurred after allegations surfaced, with a decline of $1.08 per share, or 14.2%, closing at $6.52 per share on February 4, 2026 [3]. Group 2: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked No. 1 for the number of settlements in 2017 [4]. - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone, and has consistently been recognized in the top rankings for securities class action settlements since 2013 [4].