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Meta: Time To Go Bear Hunting In Value Valley
Seeking Alpha· 2026-03-31 22:23
Meta Platforms, Inc. ( META ) is selling on the cheap, folks, but probably won't be for long. It's down about 5% since my last analysis in November, in which I issued a Strong Buy rating. WhenAnalyst’s Disclosure: I/we have a beneficial long position in the shares of MSFT, NOW, ORCL, CRM, MSTR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business ...
Visa Inc. (V) Joins Canton Network to Accelerate Financials Mainstream Onchain Transition
Insider Monkey· 2026-03-31 20:55
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
Alphabet Climbs 5%: Google's Nine-Minute Bitcoin Warning Is Turning Heads on Wall Street
247Wallst· 2026-03-31 18:17
Alphabet Climbs 5%: Google's Nine-Minute Bitcoin Warning Is Turning Heads on Wall Street - 24/7 Wall St. S&P 5006,510.80 +2.54% Dow Jones46,263.40 +2.21% Nasdaq 10023,664.60 +3.09% Russell 20002,486.59 +3.01% FTSE 10010,227.00 +1.45% Nikkei 22552,697.30 +3.27% Stock Market Live March 31, 2026: S&P 500 (SPY) Pops on News Trump Could End War Quick Read Alphabet (GOOGL) stock spiked to $287 on Tuesday, bouncing from a 12.56% YTD decline, as Google's quantum computing team claims its systems could crack Bitc ...
The Dow Jones Industrial Average Is in Correction Territory: 2 Historically Cheap Components That Make for No-Brainer Buys Right Now
The Motley Fool· 2026-03-31 09:06
Volatility has returned to Wall Street. As of the closing bell on March 27, the stock market's most iconic index, the Dow Jones Industrial Average (^DJI +0.11%), has officially entered correction territory (down 10.01% from its all-time closing high). While the benchmark S&P 500 (^GSPC 0.39%) hasn't reached correction territory, the Dow is being kept company by the Nasdaq Composite (^IXIC 0.73%), which is down 12.6% from its record high.Although Iran war uncertainty, inflation fears, and artificial intellig ...
Evaluating Equity Exposure Through the Free Cash Flow Lens
Etftrends· 2026-03-30 17:59
Evaluating Equity Exposure Through the Free Cash Flow Lens Free cash flow (FCF) is a metric that offers an additional lens. This provides investors with insight into what remains after operating and capital needs are met. This can provide information on financial flexibility that traditional metrics may overlook. VictoryShares and Solutions portfolio manager Michael Mack joined TMX VettaFi in a recent panel discussion to unpack FCF investing considerations. While the current market landscape offer ...
美国-2026 年第一季度财报季将向投资者揭示美股未来走向-US Weekly Kickstart_ What the Q1 2026 earnings season will tell investors about the forward path for US equities
2026-03-30 05:15
27 March 2026 | 6:20PM EDT Portfolio Strategy Research US WEEKLY KICKSTART What the Q1 2026 earnings season will tell investors about the forward path for US equities Ben Snider +1(212)357-1744 | ben.snider@gs.com Goldman Sachs & Co. LLC Ryan Hammond +1(212)902-5625 | ryan.hammond@gs.com Goldman Sachs & Co. LLC Jenny Ma +1(212)357-5775 | jenny.ma@gs.com Goldman Sachs & Co. LLC Daniel Chavez +1(212)357-7657 | daniel.chavez@gs.com Goldman Sachs & Co. LLC Kartik Jayachandran +1(212)855-7744 | kartik.jayachandr ...
Mag 7 beckons to dip-buyers. But no one is jumping in even though Wall Street see US tech beating
Fortune· 2026-03-29 15:09
Every Magnificent 7 stock is now down double digits from its 52-week high, with the group’s losses accelerating as the war in Iran compounds on the already fraught AI trade.Microsoft has been hit the hardest by the drawdown, falling roughly 32% from its October peak, on track for its worst start to a year in its history. Meta is down about 25%, and Alphabet roughly 15% from its closing high last month. Even the darling of the AI trade, Nvidia, and the high-performing Amazon are negative on the year. A Bloom ...
The Iran war turned Mag 7 stocks into dip-buying bait. But no one is jumping in yet even though Wall Street expects U.S. tech to outperform
Yahoo Finance· 2026-03-29 15:09
Every Magnificent Seven stock is now down double digits from its 52-week high, with the group’s losses accelerating as the war in Iran compounds on the already fraught AI trade. Microsoft has been hit hardest by the drawdown, falling roughly 32% from its October peak, on track for its worst start to a year in its history. Meta is down about 25%, and Alphabet roughly 15% from its closing high last month. Even the darling of the AI trade, Nvidia, and high-performing Amazon are negative on the year. A Bloombe ...
——计算机行业周报(03.23-03.29):OpenClaw给中国大模型厂商带来的非凡机遇-20260329
Xiangcai Securities· 2026-03-29 13:14
证券研究报告 2026 年 03 月 29 日 湘财证券研究所 行业研究 计算机行业周报 OpenClaw 给中国大模型厂商带来的非凡机遇 ——计算机行业周报(03.23-03.29) 相关研究: 1、《OpenClaw盛宴:Token需求 扩张的影响正全面向上传导》 2026.03.22 2、《OpenClaw破圈:Agent时代 的催化剂》 2026.03.15 3、《模型迭代加速智能体时代到 来》 2026.03.08 行业评级:买入(维持) 近十二个月行业表现 % 1 个月 3 个月 12 个月 相对收益 -9.3 -1.8 -12.5 绝对收益 -13.7 -5.2 2.0 注:相对收益与沪深 300 相比 分析师:周成 证书编号:S0500526020001 Tel:(8621) 50295309 Email:zc08324@xcsc.com 敬请阅读末页之重要声明 海外 C 端市场已形成成熟的月度订阅付费机制,以 ChatGPT 为代表, 根据 OpenAI 于 3 月初披露的数据,ChatGPT 周活跃用户超过 9 亿,个 人订阅用户数超 5,000 万,直接通过订阅费实现稳定现金流。而国内的 ...
Katz: Markets Historically Rebound from Conflict, MSFT & META Dips "Attractive"
Youtube· 2026-03-28 13:30
And David Katz is with us, Matrix Asset Advisors, president, chief investment officer. David, I'm glad you're here because now we saw the market go higher today, sell off again on the headlines back and forth with Iran. Um, look, it may be longer than what people thought.I know the president's trying to wrap it up. >> For the very short term, the market is obsessed with what's going on overseas. And we'd say to investors, don't try to trade up on that.What you saw Monday morning is futures were down 400 poi ...