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Chesapeake Energy Corp - New (CHK) Stock News & Articles - 24/7 Wall St. Insightful Analysis and Commentary for U.S. and Global Equity Investors Fri, 12 Jan 2024 14:22:10 +0000 en-US hourly 1 Energy News Roundup: Chesapeake Energy (CHK) Merger, Red Sea Conflict and More Fri, 12 Jan 2024 14:25:23 +0000 The post Energy News Roundup: Chesapeake Energy (CHK) Merger, Red Sea Conflict and More appeared first on 24/7 Wall St..Turmoil in the Middle East, particularly in the Red Sea and Suez, sent crude prices on a wild ride. Prices dropped by about $3.50 a barrel early in the week and had gained all of that back and a little more by Friday morning. Here is a recap of the week’s events. Red Sea attacks drive crude prices up Attacks on shipping in the Red Sea have driven U.S. crude prices higher for Asian customers. West Texas Intermediate (WTI) and Brent crude both traded up by around 3.5% Friday morning, following Thursday attacks by U.S. and British forces that killed five people in Yemen. The Houthi-led attacks on shipping in the Red Sea have sent shipping rates for crude and refined products soaring. (These 29 countries are at war right now.) Yemen is situated at the southern end of the Red Sea on the east side of the Bar el-Mandeb Strait. The route through the Suez Canal and the Red Sea is critical to European and North American shipments of oil and LNG to Asia. According to the U.S. Energy Information Administration, about 12% of the world’s oil and 8% of the global supply of LNG travels through the Red Sea. The attacks are forcing shippers either to re-route or suspend shipments. Reuters reported earlier in the week that the chartering cost of a very-large crude carrier (VLCC) capable of transporting 2 million barrels of oil has risen from $8 million to $10 million, adding $1.00 per barrel. That drives the price of WTI crude higher than similar grades of crude from Middle Eastern producers like the UAE. One Singapore-based oil trader told Reuters that “U.S. crude is no longer competitive in Asia.” Natural gas giants merge The Chesapeake-Southwestern merger will create the nation’s second-largest natural gas producer. Chesapeake Energy Corp. (NASDAQ: CHK) and Southwestern Energy Co. (NYSE: SWN) announced an agreement Thursday to complete an all-stock merger of the two natural gas producers. The deal’s total value is $7.4 billion, or $6.69 per share based on Chesapeake’s closing price of $77.18 on Wednesday. Southwestern shareholders will receive about 1 share of Chesapeake stock for every 12 Southwestern shares. Once the merger is completed, the combined company will have a market cap of around $24 billion and will get a new name. Chesapeake is the nation’s second-largest producer of natural gas (behind Exxon Mobil). The deal is expected to close in the second quarter. Southwestern shareholders did not like the deal, shaving about 2.5% from the share price after Thursday’s announcement. Chesapeake’s shareholders believe they’re getting a good deal (the premium to Southwestern’s share price was about 4.5%), and the stock rose by more than 3% Thursday. Once the deal is done, the new company has a reasonable chance of being included in the S&P 500. Briefly noted OPEC+ produced more oil in December, ahead of a quota cut that begins this month. According to S&P Global Platts, OPEC+ countries produced 130,000 barrels a day more in December than in November. Even so, OPEC production was down by about 1 million barrels a day compared to December 2022. Deeper cuts from both OPEC’s 13 member nations and its 10 partners in OPEC+ are scheduled to begin in January. Warren Buffett’s Berkshire Hathaway Inc. (NYSE: BRK-B) increased its stake in Occidental Petroleum Corp. (NYSE: OXY) earlier this week. Berkshire Hathaway now owns about 34% of Oxy’s outstanding common stock. Reuters reported Friday morning that China’s crude oil imports reached a record 11.28 million barrels a day in 2023, up 11% year over year. Natural gas imports rose by 9.9% to nearly 120 million tons, second only to the amount imported in 2021. The post Energy News Roundup: Chesapeake Energy (CHK) Merger, Red Sea Conflict and More appeared first on 24/7 Wall St..]]> 5 Top Wall Street Biggest Analyst Stock Calls as Inflation Spikes Fri, 12 Jan 2024 13:15:52 +0000 The post 5 Top Wall Street Biggest Analyst Stock Calls as Inflation Spikes appeared first on 24/7 Wall St..Despite a negative print for the December consumer price index numbers, the three major indices mainly closed flat Thursday, after steep morning losses were erased by noon. Equities traded about by about a third to a half a point in Friday’s premarket session. The surprising increase in the inflation data, combined with more hawkish commentary from Federal Reserve governors, kept stocks defensive. However, the prominent technology leaders helped keep a bid under the market. With fourth-quarter earnings ready to start in earnest, all eyes will be on the results. Bonds U.S. Treasuries traded about flat early Friday morning. Despite the surprising inflation report, Treasury yields finished the day flat across the curve. This all came after the December numbers represented the most significant monthly change in the index since last September. The 10-year note closed at 3.97%, while the two-year was last seen at 4.26%. Commodities Precious metals traded up about 2% on Friday morning. Brent and West Texas Intermediate crude finished higher and could be going much higher after U.S. Military strikes in Yemen targeting Houthi militants could increase the dangers in the region. Brent closed up 0.80% at $77.41, while WTI jumped 2.17% to end the day at $73.58. Natural gas was also strong, closing up 1.74% at $5.15. Gold also finished modestly higher, as the February contract closed at $2,033.20, up 0.69%. The geopolitical issues around the globe with two wars that the United States is participating in by proxy, plus the expansion of the war in the Middle East, have kept buyers seemingly grabbing any drift down in the bullion. Bitcoin closed down 0.38% at $46,167 as some ETF exuberance brought in the sellers. Here are the top Wall Street analyst upgrades, downgrades and other calls for Friday, January 12, 2024. Upgrades One energy stock received two upgrades Friday morning. Chesapeake Energy Corp. (NASDAQ: CHK) from Neutral to Buy at both Citigroup and Mizuho. The former boosted its $82 price target to $95, while the target at the latter increased from $96 to $104. International Flavors & Fragrances Inc. (NYSE: IFF) from Hold to Buy, with its price target raised from $73 to $112, at Jefferies. Live Nation Entertainment Inc. (NYSE: LYV) from Neutral to Buy at Roth MKM, which raised its $92 price target to $114. Qualcomm Inc. (NASDAQ: QCOM) from Neutral to Buy with a price target of $160 at Citigroup. Downgrades Two closely watched software companies took downgrades on Friday morning. Anheuser-Busch InBev S.A./N.V. (NYSE: BUD) from Outperform to Neutral at Exane BNP Paribas. No price target was given. (These are the most delicious beers in America.) Johnson Controls Inc. (NYSE: JCI) from Sector Perform to Underperform, and a $54 price target lowered from $50, at RBC Capital Markets. Snowflake Inc. (NYSE: SNOW) from Overweight to Equal Weight with a price target of $198 at Barclays. ZoomInfo Technologies Inc. (NASDAQ: ZI) from Overweight to Equal Weight with a price target of $18 at Barclays. Other Calls New coverage reported Friday focused on basic materials stocks. Cleveland-Cliffs Inc. (NYSE: CLF) coverage was resumed at J.P. Morgan with an Overweight rating and a price target increase from $19 to $23. Rio Tinto PLC (NYSE: RIO) was initiated with a Buy rating and price target of 7,300 pence (about $93) at Goldman Sachs. (These 25 American industries are booming.) Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE: TSM) was reiterated at a rating of Market Perform, but with a price target increase from $85 to $95, at TD Cowen. United States Steel Corp. (NYSE: X) was resumed with a Neutral rating and price target of $52 at J.P. Morgan. The post 5 Top Wall Street Biggest Analyst Stock Calls as Inflation Spikes appeared first on 24/7 Wall St..]]> 5 Red-Hot Stocks Top Thursday’s Biggest Wall Street Upgrades and Downgrades Thu, 11 Jan 2024 13:55:41 +0000 The post 5 Red-Hot Stocks Top Thursday’s Biggest Wall Street Upgrades and Downgrades appeared first on 24/7 Wall St..The futures were trading flat after a solid rebound Wednesday that saw all the significant indices finish the day higher, with the Nasdaq leading the way, closing up 0.75% at 14,969.65. With the December inflation data slightly above expectations and significant bank earnings kicking off the fourth-quarter earnings reports this week, all eyes will be only on the results but also the forward commentary, as many feel the consumer is tapped out and spending could fall off a cliff. Bonds Two-year and 10-year Treasury notes traded lower early Thursday. Treasury yields were mixed across the curve as bond traders held fire, waiting to see how the inflation picture was trending. While many continue to make the case that rate cuts could come as soon as March, New York Federal Reserve President John William threw cold water on that possibility, saying in a speech Wednesday, “I expect that we will need to maintain a restrictive stance of policy for some time to achieve our goals fully.” The 10-year note closed trading at 4.03%, while the two-year paper was at 4.36%. Commodities Natural gas producers Chesapeake and Southwestern announce merger. After a strong move higher recently, both Brent and West Texas Intermediate crude both closed lower on Wednesday, after some large inventory builds offset concerns over the Middle East war expansion. Brent finished the session down over 1% at $76.81, while WTI closed at $71.37, down 1.2%. Natural gas was the loser, closing 4.73% at $3.04. Gold closed Wednesday modestly higher, with the February contract finishing the session at $2,034.40. The song remains the same, with significant central bank buying and geopolitical concerns keeping the wind in the sails of the bullion. Bitcoin was higher by 1% as the Securities and Exchange Commission finally gave the green light to exchange-traded funds for the cryptocurrency, which many feel could increase prices. Earlier Thursday morning, Chesapeake Energy Corp. (NYSE: CHK) and Southwestern Energy Co. (NYSE: SWN) agreed to an all-stock merger valued at $7.4 billion. Chesapeake shareholders will own 60% of the combined company. The company will get a new name. (These five excellent dividend stocks have yields over 10%.) Here are the top Wall Street analyst upgrades, downgrades and other calls for Thursday, January 11, 2024. Upgrades Here are the top four upgrades announced on Thursday morning. American Airlines Group Inc. (NASDAQ: AAL) from Hold to Buy with a price target of $18 at Jefferies. Chewy Inc. (NYSE: CHWY) from Equal Weight to Overweight at Barclays, which also increased its $19 price target to $30. Mastercard Inc. (NYSE: MA) from Perform to Outperform with a price target of $510 at Oppenheimer. Salesforce Inc. (NYSE: CRM) from Neutral to Outperform, and a $240 price target raised to $300, at Robert W. Baird. Downgrades Parent of Taco Bell and Pizza Hut takes a downgrade Thursday. Albemarle Corp. (NYSE: ALB) from Buy to Hold with the price target lowered from $155 to $135 at Deutsche Bank. Blackstone Inc. (NYSE: BX) from Outperform to Perform at Oppenheimer. No price target was given. Paramount Global (NASDAQ: PARA) from Neutral to Sell, with the price target cut from $17 to $11, at Redburn Atlantic. Seagate Technology Holdings PLC (NASDAQ: STX) from Neutral to Underperform with a price target of $65 at Exane BNP Paribas. WPP PLC (NYSE: WPP) from Buy to Sell at UBS. The firm cut its price target from 1,200 pence to 700 pence as well. Yum! Brands Inc. (NYSE: YUM) from Overweight to Equal Weight, and price target lowered from $150 to $135, at Wells Fargo. Other Calls China-based online gaming company gets a restart and Outperform rating. The Interpublic Group of Companies Inc. (NYSE: IPG) initiated with a Neutral rating and price target of $36 at UBS. Netease Inc. (NASDAQ: NTES) coverage resumed with an Outperform rating and a price target of $126. The post 5 Red-Hot Stocks Top Thursday’s Biggest Wall Street Upgrades and Downgrades appeared first on 24/7 Wall St..]]> Thursday’s Top Wall Street Analyst Upgrades and Downgrades: Chevron, GE Healthcare, Keurig Dr Pepper, News Corp, Visa and More Thu, 17 Aug 2023 12:41:42 +0000


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Chevron Corp (CVX) Stock News & Articles - 24/7 Wall St. Insightful Analysis and Commentary for U.S. and Global Equity Investors Fri, 24 Jul 2026 16:10:31 +0000 en-US hourly 1 The 3.4% Income Play That Beats the Dogs of the Dow Strategy Sat, 25 Jul 2026 16:24:38 +0000 The post The 3.4% Income Play That Beats the Dogs of the Dow Strategy appeared first on 24/7 Wall St.. The ALPS Sector Dividend Dogs ETF (NYSEARCA:SDOG) pays a trailing dividend yield of 3.4%, distributing $2.38 per share annually across quarterly payments. SDOG applies the Dogs of the Dow logic to the full S&P 500, isolating the five highest-yielding stocks in each of ten GICS sectors and equal-weighting them. The question is whether that mechanical yield-chasing produces a durable income stream or concentrates capital in businesses whose dividends are at risk. A holding-by-holding look at SDOG suggests the answer is mostly the former, with two clear exceptions worth understanding. How SDOG Manufactures Its Yield The fund selects the top five yielders per sector, weights each position near 2%, caps each sector near 10%, and rebalances quarterly. The result is 51 holdings, with the top ten representing only about 22% of assets. That structure spreads dividend risk widely: no single company failure can meaningfully dent the distribution. The trailing payout ratio sits at 53%, meaning the underlying holdings collectively distribute about half their earnings. SDOG’s expense ratio is 0.36%, and beta is 0.72. Where the Income Actually Comes From Lockheed Martin (NYSE:LMT) is the fund’s largest position at 2.49%. The dividend stepped up to $3.45 quarterly, but Q1 2026 free cash flow was negative $291 million against $816 million in dividends paid. That quarter did not cover its payout. Management reaffirmed full-year FCF guidance of $6.5 to $6.8 billion, which would restore coverage, but F-16 program charges and fixed-price contract risk make the H2 recovery a real assumption rather than a given. Edison International (NYSE:EIX) yields 4.4% and raised its quarterly to $0.8775, its 22nd consecutive year of dividend growth. Board confidence held even as Southern California Edison extended roughly 1,500 Eaton Fire settlement offers exceeding $500 million. The company targets a 45 to 55% payout of SCE core earnings and expects no new equity issuance through 2030. SB 254 established an $18 billion continuation fund that materially caps utility exposure. Kinder Morgan (NYSE:KMI) grew Q1 free cash flow 73% to $687 million, Moody’s upgraded the credit to Baa1, and net debt to adjusted EBITDA fell to 3.6x. The $10.1 billion project backlog is 92% natural gas, giving the 2% dividend hike genuine runway. This is the safest income contributor in the top five. Merck (NYSE:MRK) carries a 2.6% yield and $0.85 quarterly payout. GAAP results are distorted by $14.8 billion in Cidara and Terns acquisition charges, but non-GAAP FY26 EPS guidance of $5.04 to $5.16 and KEYTRUDA growth of 12% to $8.03 billion keep cash generation intact. Long-term KEYTRUDA patent exposure is the risk. Chevron (NYSE:CVX) delivered its 39th consecutive annual increase and pays $1.78 quarterly. Q1 free cash flow was negative $1.55 billion on $2.9 billion of timing effects, but FY25 free cash flow was $16.6 billion. WTI at $79.20 sits comfortably above breakeven levels for the dividend. Total Return Alongside the Payout Yield only matters if the NAV holds up. SDOG is up almost 20% year to date and 27% over the past year at $71. Dividend growth of nearly 9% compounds on top of price appreciation, so shareholders are not paying for yield with capital erosion. The Verdict The distribution looks safe. The equal-weight structure prevents any single dividend cut from meaningfully damaging the payout, four of five top holdings have covered dividends or credible paths back to coverage, and the aggregate 53% payout ratio leaves a cushion. Lockheed’s quarterly cash miss is worth tracking, but full-year guidance and defense backlog make it a monitoring item rather than a red flag. Investors seeking lower yield with faster growth may prefer a dividend-appreciation fund; those wanting the broad sector diversification of the Dogs approach with income today are getting what SDOG advertises. The post The 3.4% Income Play That Beats the Dogs of the Dow Strategy appeared first on 24/7 Wall St..]]> The Iran War Isn’t Stopping and What That Means for Chevron and Exxon Mobil Fri, 24 Jul 2026 16:10:31 +0000 The post The Iran War Isn’t Stopping and What That Means for Chevron and Exxon Mobil appeared first on 24/7 Wall St.. Exxon Mobil (NYSE:XOM) and Chevron (NYSE:CVX) both reported Q1 2026 results on May 1, 2026, right as the war with Iran reshaped global crude flows. With the Strait of Hormuz effectively closed and Brent recently near $90 per barrel, the two American majors are running the same playbook with very different exposure maps. How the Quarter Landed for Each Business Exxon posted adjusted EPS of $1.16 versus $1.01 expected on revenue of $85.14 billion, a solid beat despite $706 million in direct Middle East losses and a $3.88 billion mark-to-market drag on unsettled derivatives. Upstream volumes hit 4.6 million oil-equivalent barrels per day, and CEO Darren Woods framed the quarter bluntly: “Events in the Middle East tested that strength with the safety of our people remaining our top priority.” Chevron’s beat was larger but messier. Adjusted EPS came in at $1.41 versus $0.97 expected, though revenue of $47.56 billion missed by 9.76% and free cash flow flipped to negative $1.55 billion. Curtailments hit its Tamar and Leviathan operations in Israel, and Mike Wirth leaned on the Hess integration and record U.S. throughput to carry the story. Cash Machine vs. Hemisphere Hedger Lens XOM CVX Core Bet LNG, Guyana, Permian scale Hess, Gulf of America, Venezuela Middle East Exposure Physical shipment losses Israel field curtailments 2026 Buyback Pace $20B planned $2.5B quarterly Exxon is engineered to convert $100 oil into raw cash. Golden Pass LNG Train 1 shipped its first cargo in April, Guyana output topped 900,000 gross barrels per day, and cumulative structural cost savings since 2019 reached $15.6 billion. Chevron is trading pure upside for geographic insurance. Talks around a $366 billion Iraq-to-Syria pipeline revival aim to bypass Hormuz entirely, and new plays in Libya, Uruguay, and Venezuela widen its Western Hemisphere footprint. The Next Test Is How Long Brent Stays Elevated The EIA now expects Brent around $106 per barrel in May and June before easing to $89 by 4Q26, with 10.75 million barrels per day of Middle East production shut in. WTI last traded at $80.77, already off May highs. I will be watching whether Exxon’s LNG cargoes and Permian barrels keep compounding, and whether Chevron’s Hess-era production growth of 15% year over year can offset those Israeli curtailments. Why I Lean Toward Exxon on This Setup For me, Exxon is the cleaner Iran-war trade. The 47.24% one-year return against Chevron’s 32.29% reflects tighter operating leverage to crude, and the $20 billion buyback is a real floor. Investors focused on lower operational supply risk and unique Venezuela and Israel optionality may find Chevron’s profile more appealing, especially with a $1.78 quarterly dividend backed by 39 straight years of increases. The key variable for both names is whether Hormuz reopens faster than the EIA expects. The post The Iran War Isn’t Stopping and What That Means for Chevron and Exxon Mobil appeared first on 24/7 Wall St..]]> At $100 Per Barrel, Which Oil Stock Has Dominated in 2026: ExxonMobil, Chevron, or BP? Thu, 23 Jul 2026 17:27:32 +0000 The post At $100 Per Barrel, Which Oil Stock Has Dominated in 2026: ExxonMobil, Chevron, or BP? appeared first on 24/7 Wall St.. Energy is back in focus midday Thursday. WTI crude oil is up 6% over the past 24 hours to $91.94 per barrel, and Barron’s reported that WTI briefly hit $100 per barrel earlier today, its first time above $100 in nearly two months, before settling near $91.94. That crude rally is lifting the integrated oil majors across the board. With oil testing triple digits again, investors are asking a fair question. Among the three most widely held integrated names, ExxonMobil (NYSE:XOM), Chevron (NYSE:CVX), and BP (NYSE:BP), which stock has actually dominated in 2026? The short answer: it’s a close race rather than a blowout, and ExxonMobil stock is narrowly out in front year to date (YTD). All three, however, are riding the same tailwind of firmer crude oil prices. ExxonMobil Leads the 2026 Pack ExxonMobil stock is up 31% YTD, the best of the three majors. Investors are paying a P/E ratio of 26x for ExxonMobil shares and collecting a dividend yield of 2.67%, the lowest income yield in the trio. The fundamentals behind the run are solid. ExxonMobil produced 4.6 million oil-equivalent barrels per day and posted a Q1 2026 adjusted EPS of $1.16, topping estimates by 15%. The company is also executing a $20 billion buyback plan in 2026 and just extended its dividend raise streak to 43 consecutive years. The trade-off is straightforward. ExxonMobil shares offer the smallest current income stream but the cheapest earnings multiple and the strongest 2026 price performance. Chevron Sits in the Middle Chevron stock is up 29% YTD, trailing ExxonMobil by only two percentage points. Chevron shares trade at a P/E ratio of 34x and carry a dividend yield of 3.69%, a middle-ground profile on both valuation and income. Chevron’s Q1 2026 report was one of its stronger recent showings. Chevron’s adjusted EPS came in at $1.41 versus $0.97 expected, a 45% beat and the sixth straight quarter of topping consensus. Chevron’s production climbed to 3,858 MBOED, up 15% year over year (YoY), boosted by the Hess acquisition that closed last year. Chevron also returned $2.5 billion via buybacks in Q1 and has paid out more than $5 billion to shareholders for 16 straight quarters. Income investors get more yield in Chevron stock than in ExxonMobil, though they’re paying a richer earnings multiple to get it. BP Offers the Highest Yield BP stock is up 27% YTD, the smallest gain of the group. BP is a UK-based oil major that trades in the U.S. as an NYSE-listed ADR, which is why it doesn’t appear in most S&P 500 energy funds. BP shares carry a P/E ratio of 36x and a dividend yield of 4.61%, easily the top yield of the three. Operationally, BP’s first quarter was strong. BP’s EPS per ADS hit $1.24 versus $0.93 expected, powered by an exceptional oil-trading contribution and higher refining margins. However, BP has suspended its share buyback to prioritize balance-sheet repair, targeting net debt of $14 billion to $18 billion by the end of 2027. BP stock offers the richest income and the most turnaround optionality under new CEO Meg O’Neill. However, it also carries the highest valuation and the smallest 2026 gain. ETF Exposure and What to Watch For investors who prefer a basket, the Energy Select Sector SPDR Fund (NYSEARCA:XLE) is the standard vehicle. ExxonMobil is the XLE ETF‘s largest holding at 24%, and Chevron is second at 18%, so the ETF is a top-heavy way to own the two U.S. majors. BP is not held in XLE because it isn’t in the S&P 500, so the fund isn’t a route to BP exposure. The verdict on the headline: ExxonMobil stock has dominated in 2026, but only just. Chevron stock trails by two points and BP stock by four, and all three are winning primarily because crude oil has rallied. That’s a reminder that these gains depend on a commodity that swung from a 2026 high of $114.58 in April down to the low $70s earlier this month before this week’s rebound. Investors can pick their trade-off: ExxonMobil for the cheapest multiple and best price action, Chevron for the balanced middle, or BP for income and turnaround upside. The next near-term cue is whether WTI crude oil can hold near $90 into Thursday’s close and whether it can reclaim $100 on a sustained basis, because oil is volatile and cyclical, and today’s tailwind can reverse quickly. The post At $100 Per Barrel, Which Oil Stock Has Dominated in 2026: ExxonMobil, Chevron, or BP? appeared first on 24/7 Wall St..]]> Why Retirees Are Choosing This $100.8 Billion ETF Over Individual Dividend Stocks Thu, 23 Jul 2026 15:27:42 +0000 The post A 15% “Dividend” ETF With Berkshire Stocks? Read This Before You Buy a Single Share appeared first on 24/7 Wall St.. The pitch for the VistaShares Target 15 Berkshire Select Income ETF (NYSEARCA:OMAH) is almost too clever to ignore. You get a portfolio built around Warren Buffett’s publicly disclosed equity book, layered with a monthly cash distribution aiming for a 15% annualized yield. Berkshire Hathaway itself famously pays no dividend, so OMAH is essentially promising to bolt an income stream onto Buffett’s stock picks and hand you a check every month. For retirees who love the holdings but hate the zero yield, it sounds like a workaround Buffett himself refused to build. Look under the hood, and OMAH does mirror the greatest hits. As of the April 2026 filing, the fund held Apple (NASDAQ:AAPL) at 9.97% of net assets, Berkshire Hathaway (NYSE:BRK.B) itself at 8.99%, and American Express (NYSE:AXP) at 8.35%, with meaningful slugs of Occidental Petroleum (NYSE:OXY), Coca-Cola (NYSE:KO), Chevron (NYSE:CVX), Bank of America (NYSE:BAC), Moody’s (NYSE:MCO), and Kraft Heinz (NASDAQ:KHC). That is a recognizable Berkshire silhouette. Total net assets sat near $748.6 million, so this is a real fund with real scale. Where the 15% Actually Comes From Here is the part the marketing skims over. Those underlying holdings throw off maybe 1% to 2% in cash dividends. The rest of the 15% target has to come from somewhere, and the somewhere is a short-dated call-writing overlay plus, when the math is short, return of capital. The N-PORT snapshot shows 74 derivative positions, structured as call spreads and outright short calls against the biggest names in the book. Selling calls generates premium. It also caps how much you can participate when a stock rips higher. The VistaShares prospectus is refreshingly blunt about the rest. Distributions “may include amounts classified as return of capital,” which the document defines as “a return of a shareholder’s invested capital rather than income or profits.” It goes further: “To the extent that distributions exceed the Fund’s total returns, such payments will reduce the Fund’s net asset value.” If the strategy does not earn the 15%, the fund fills the gap by handing you back your own money and calling it a distribution. Do that long enough and NAV grinds lower, which means each future 15% target is being calculated off a smaller base. What OMAH’s Returns Actually Show OMAH launched in March 2025. Since inception, the ETF has paid monthly, most recently $0.23138 per share on June 30, 2026, with trailing 12-month distributions totaling $2.83514. On a total-return basis (dividends reinvested), OMAH is up about 16% since its March 5, 2025 launch, and shares closed recently at roughly $19. Over that same stretch, Berkshire’s own B shares are down roughly 4%, so the income overlay has actually rescued a stretch where owning Buffett directly hurt. Fine. But zoom out and the mechanics still bite. The 0.98% expense ratio is steep for what is, at its core, a Berkshire clone plus a call-writing program. And the capped upside is not theoretical. When AAPL or GOOGL (NASDAQ:GOOGL) runs past the short strike, OMAH surrenders the difference. Over a normal Buffett-holdings decade, that giveback compounds. Who This Fits, and Who It Fools OMAH earns a spot in a portfolio only if you truly want monthly cash from a Berkshire-flavored basket and you accept two things. The 15% is a target rather than a guarantee, and part of it is often your own principal being recycled with a nicer label. For a retiree carving out a 5% to 10% income sleeve, that trade can be worth it, particularly in flat years for Berkshire. For anyone treating the 15% as safe yield or expecting the total return of holding BRK.B outright over a long horizon, look elsewhere. A cheaper large-cap dividend ETF, or simply owning BRK.B and selling shares as needed, will usually get you closer to Buffett’s actual compounding, minus the return-of-capital sleight of hand. The post A 15% “Dividend” ETF With Berkshire Stocks? Read This Before You Buy a Single Share appeared first on 24/7 Wall St..]]> These Dividend Aristocrats Yield Enough to Let Your Passive Income Do the Heavy Lifting Tue, 21 Jul 2026 14:21:55 +0000 The post These Dividend Aristocrats Yield Enough to Let Your Passive Income Do the Heavy Lifting appeared first on 24/7 Wall St.. Dividend Aristocrats have earned their reputation the hard way: through recessions, rate cycles, and oil crashes, they kept raising the payout. The most persuasive proof point in this bundle comes from Federal Realty (NYSE:FRT), which has now stretched its increase streak to 58 consecutive years, the longest in the entire REIT industry. That is the kind of track record that lets passive income do the heavy lifting in a portfolio, and the five names below all lean on cash generation deep enough to keep the checks arriving on schedule. Realty Income (O) Realty Income (NYSE:O) yields 4.76% and pays it out monthly, which is exactly the cadence retirees want. The current monthly dividend sits at $0.271 per share, with an annualized rate of $3.252, and the company has now declared 670 consecutive monthly dividends and 114 consecutive quarterly increases since its 1994 NYSE listing. Dividend safety here rests on AFFO coverage and scale. Q1 2026 AFFO per share came in at $1.13, up 6.6% year over year, and management raised full-year 2026 AFFO guidance to $4.41 to $4.44 per share, comfortably above the annualized dividend. Portfolio occupancy is 98.9% with a rent recapture rate of 103.4%, credit ratings sit at A3 from Moody’s and A- from S&P, and free cash flow yield is 6.30%. The bull case is simple: a diversified net-lease portfolio spanning over 15,500 properties leased to 1,786 clients, with 2026 investment volume guided up to $9.5 billion and new private capital vehicles with Apollo and GIC extending the runway. The caveat is leverage. Net debt to EBITDA sits at 7.91x and full-year 2025 interest expense reached $1.13 billion against $471.3 million in impairment provisions, so any refinancing shock would pinch AFFO growth. Federal Realty Investment Trust (FRT) Federal Realty is the only REIT Dividend King, riding 58 consecutive years of dividend increases. The current quarterly dividend is $1.13 per share, for an indicated annual rate of $4.52, most recently paid on July 15, 2026. The safety math is unusually clean for a REIT. Full-year 2026 Core FFO guidance was raised to $7.46 to $7.55 per diluted share, or 5.7% to 6.9% growth, and Q1 2026 Core FFO of $1.88 per share was up 10.6% year over year. That leaves the $4.52 annualized dividend covered many times over on FFO. Portfolio occupancy stood at 93.8% with a leased rate of 96.1%, cash rent spreads hit 13%, and the balance sheet was reinforced by an expanded revolver from $1.25 billion to $1.4 billion. The bull case is a premium, coastal, open-air retail portfolio (Santana Row, Pike & Rose, Assembly Row) whose higher-income consumer base keeps buying through cycles. The risk is a rising interest expense environment for a REIT that is actively developing. Q4 2025 included a $7.4 million impairment, and refinancing costs could compress coverage if long rates stay sticky. Chevron (CVX) Chevron (NYSE:CVX) yields 3.48% and just extended its increase streak to 39 consecutive years. The current quarterly payout of $1.78 per share annualizes to $7.12, and management has now returned more than $5 billion to shareholders for 16 consecutive quarters. Safety comes from a fortress balance sheet paired with real cash generation. Debt to equity is 0.25, net debt to EBITDA is 1.08x, and interest coverage is 13.70x. Full-year 2025 delivered operating cash flow of $33.9 billion and free cash flow of $16.6 billion, funding $27.1 billion in total shareholder returns. The Hess deal is now integrated, with Q1 2026 production up 15% year over year to 3,858 MBOED and the Permian sitting at 1 million BOE per day. CEO Mike Wirth framed the quarter this way: “This disciplined performance supports dependable cash generation, enabling us to continue returning significant capital to shareholders, while investing in advantaged long-lived assets.” The caveat is commodity sensitivity. Brent averaged $64 per barrel in Q4 2025 versus $75 the prior year, and Alpha Vantage shows a payout that currently runs above trailing EPS with dividend per share of $6.91 against diluted TTM EPS of $5.74. Cash flow easily covers it, but sustained low crude would test the math. T. Rowe Price (TROW) T. Rowe Price (NASDAQ:TROW) offers a yield of 4.31%, backed by a current quarterly dividend of $1.30, up from $1.27 in 2025 and $1.24 in 2024. The annualized forward estimate is $5.20. The dividend is easily covered. TTM diluted EPS is $9.34 against dividend per share of $5.11, operating margin runs at 37.2%, and return on equity is 18.7%. The balance sheet is debt-free with $3.73 billion in cash and equivalents, and Q1 2026 operating cash flow of $966.3 million funded $629 million returned to shareholders. Multi-asset advisory fees, the fastest-growing segment, rose 12.0% year over year, and AUM finished the quarter at $1.71 trillion. Trading at a forward P/E of 12, income investors get a well-covered payout at a modest multiple. The caveat is the flows story. Net client outflows were $13.7 billion in Q1 2026 on top of $56.9 billion in full-year 2025, and the effective fee rate slipped to 38.4 bps. The dividend is safe today, but the growth rate depends on stabilizing active equity flows. Franklin Resources (BEN) Franklin Resources (NYSE:BEN) yields 3.87%, with a current quarterly dividend of $0.33 per share and an annualized forward rate of $1.32. The dividend has stepped up from $0.31 in early 2024 to $0.32 and now $0.33. Coverage is anchored by a turnaround that is now visibly showing up in the numbers. Q2 FY2026 EPS came in at $0.71, beating consensus of $0.55, with operating income more than doubling year over year and long-term net inflows of $16.9 billion reversing prior outflows. AUM has climbed to $1.74 trillion as of April 30, 2026, alternatives fundraising totaled $14.3 billion in the quarter, and Canvas custom indexing grew 27% quarter over quarter. CEO Jenny Johnson called out “positive long-term net flows in every region”. Alpha Vantage shows a forward P/E of 11 and TTM operating margin of 17.2%, both supportive of the current payout. The caveat is Western Asset Management, which still bled $4.1 billion in Q2 net outflows. Until that subsidiary stabilizes, headline flow numbers will keep needing an asterisk. The Bottom Line These five Aristocrats attack income from different angles: monthly cadence at Realty Income, the REIT industry’s longest increase streak at Federal Realty, energy cash flow at Chevron, and asset-manager operating leverage at T. Rowe Price and Franklin Resources. Every one is backed by earnings or AFFO that comfortably fund the current payout, and each has already raised the dividend in 2026. For an income investor who wants passive checks to carry the load, the combination of coverage, streak length, and yield here is doing exactly that. The post These Dividend Aristocrats Yield Enough to Let Your Passive Income Do the Heavy Lifting appeared first on 24/7 Wall St..]]> 70 Dividend Aristocrats Face Their Mid-2026 Test: NOBL’s 2% Yield Under Pressure Tue, 21 Jul 2026 14:02:55 +0000


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Dell Technologies Inc - Class C (DELL) Stock News & Articles - 24/7 Wall St. Insightful Analysis and Commentary for U.S. and Global Equity Investors Thu, 23 Jul 2026 14:00:12 +0000 en-US hourly 1 Prediction: Dell Technologies Stock Could Be 30% Higher by This Time Next Year Thu, 23 Jul 2026 16:00:59 +0000 The post Super Micro Just Disclosed $60 Billion in New Orders and a Massive Margin Beat appeared first on 24/7 Wall St.. All eyes are on Super Micro Computer (NASDAQ:SMCI) on Wednesday as the company disclosed preliminary fiscal Q4 2026 results with more than $60 billion in new orders received during the quarter and a record backlog. Furthermore, Super Micro guided gross margin to 15% to 17%. That margin range is double the prior 8%-plus guidance, attributed to a favorable customer and product mix. Super Micro Computer guided revenue to near the low end of the $11 billion to $12.5 billion range, with LSEG consensus at near $11.67 billion. The company’s full results are slated to arrive on August 11, but the market is enthusiastically bidding up SMCI stock today. Why It Matters and How the Street Is Responding The margin surprise is structurally important after governance scrutiny and dilution tied to Super Micro Computer’s June $7 billion financing raised to fund roughly $39 billion in AI-server orders. The $60 billion order figure anchors the AI-infrastructure buildout directly to Super Micro’s backlog. Barclays raised its Super Micro Computer stock price target to $38 from $34, maintaining Equal Weight. Meanwhile, Rosenblatt lifted its SMCI target to $45 from $40 with a Buy rating, citing Super Micro’s “industry-leading” time-to-market advantage. Super Micro Computer stock is up by a whopping 24% to $31.66 in Wednesday midday trading. Super Micro’s peers are also on the move: Dell Technologies (NYSE:DELL) stock is up 9% to $442.30, and Hewlett Packard Enterprise (NYSE:HPE) stock is up 5% to $48.84. The iShares U.S. Technology ETF (NYSEARCA:IYW) is flat at $244.02, so this doesn’t mark a full-on rally across tech stocks. This preliminary update precedes audited results, and Super Micro stock carries governance and dilution overhang. Investors can watch the August 11 print for confirmation of margin recovery and order-book conversion before sizing positions. Record Backlog and Implications for SMCI Investors Super Micro Computer builds AI-optimized servers and full rack-scale systems, much of it designed around GPUs from NVIDIA (NASDAQ:NVDA), along with chips from Intel (NASDAQ:INTC) and Advanced Micro Devices (NASDAQ:AMD). The company’s pitch has long centered on speed, getting the newest accelerators into deployable, often liquid-cooled systems faster than rivals can. That’s the “industry-leading” time-to-market edge Rosenblatt highlighted, and a record order book suggests hyperscalers and enterprises are still lining up for that capacity. The backlog matters only if Super Micro Computer can convert it into recognized revenue at the newly guided 15% to 17% gross margin, rather than the thin 8%-plus range that had worried the Street. The guidance hints that the customer and product mix may finally be working in the company’s favor. Even so, patient investors may choose to wait for the August 11 results to confirm or deny that shift before assuming it’s durable. The post Super Micro Just Disclosed $60 Billion in New Orders and a Massive Margin Beat appeared first on 24/7 Wall St..]]> Super Micro Jumps 13% on Record $60B Order Backlog; Dell, HPE Rally on AI Server Read-Through Wed, 22 Jul 2026 13:19:43 +0000 The post Super Micro Jumps 13% on Record $60B Order Backlog; Dell, HPE Rally on AI Server Read-Through appeared first on 24/7 Wall St.. Super Micro Computer (NASDAQ:SMCI) shares are up 13% to $28.75 in Wednesday morning trading after the company delivered a preliminary Q4 FY2026 business update that stunned the margin bears. The rally appears to be pulling Super Micro’s AI server peers higher, with Dell Technologies (NYSE:DELL) stock up 2% to $414 and Hewlett Packard Enterprise (NYSE:HPE) shares up 1% to $47.22. The move caps a bruising stretch for Super Micro Computer shares, which entered the session down 13% year to date (YTD) and off 50% over the past year. Wednesday’s pop reframes the setup heading into the full August 11 report. Margin Guide Silences the Bears The catalyst is a preliminary update Super Micro Computer released after Tuesday’s close. The company disclosed more than $60 billion in new orders booked during the quarter ended June 30, with backlog at record levels. The bigger surprise sits in the margin line. Super Micro Computer guided fiscal Q4 gross margin to 15% to 17%, materially above prior guidance of 8.2% to 8.4%, citing a “favorable customer and product mix.” Revenue is expected near the low end of the $11 billion to $12.5 billion range, versus analyst estimates near $11.67 billion per LSEG. Wall Street responded quickly. Barclays raised its price target on Super Micro Computer stock to $38 from $34, keeping an Equal Weight rating. Rosenblatt lifted its target to $45 from $40 with a Buy rating, arguing that Super Micro’s Q4 order book reinforces the company’s “industry-leading” time-to-market advantage in the AI infrastructure buildout. Peers Ride the AI Server Read-Through Dell and HPE aren’t reporting news of their own today. The rally reflects a read-through: if Super Micro Computer’s book is filling that fast, hyperscaler and enterprise AI capex is still accelerating, and both peers already have proof points on the board. Dell entered Wednesday up 224% YTD, backed by Q1 FY27 AI-optimized server revenue of $16.13 billion, up 757% year over year (YoY), and a full-year AI server revenue target near $60 billion. HPE is up 96% YTD after Q2 FY26 server revenue of $5.45 billion, up 33% YoY, and raised full-year revenue growth guidance to 29% to 33%. The common thread runs through NVIDIA (NASDAQ:NVDA) silicon, with supporting exposure from Intel (NASDAQ:INTC) and Advanced Micro Devices (NASDAQ:AMD). Super Micro Computer’s transcript flagged AI GPU-related platforms contributing over 80% of revenue last quarter. The broad tech tape isn’t cooperating, though. The iShares U.S. Technology ETF (NYSEARCA:IYW) is down 2% to $241.45 with the NASDAQ 100 off 0.88%. IYW isn’t a clean proxy here: the fund is mega-cap heavy, with NVIDIA at 16.23% and Apple at 13.63%, while SMCI, DELL, and HPE combined sit at less than 1% of net assets. What to Watch The bull case on Super Micro Computer shares now rests on the margin turnaround, the record AI backlog, and short-squeeze potential. The bear case still centers on governance questions and dilution overhang from the June $7 billion financing tied to roughly $39 billion in AI-server orders. The next real test arrives August 11, when Super Micro Computer reports its full fiscal Q4 results. Traders can watch for whether the 15% to 17% margin range holds up under audited numbers, and whether the enterprise mix keeps building. Position sizing should reflect SMCI stock’s volatility, as this remains a name that swings hard in both directions. The post Super Micro Jumps 13% on Record $60B Order Backlog; Dell, HPE Rally on AI Server Read-Through appeared first on 24/7 Wall St..]]> Super Micro Jumps 6%, Dell Climbs 7%, HPE Rises 5% as AI Hardware Rebounds With the NASDAQ Tue, 21 Jul 2026 16:55:12 +0000 ... Super Micro Jumps 6%, Dell Climbs 7%, HPE Rises 5% as AI Hardware Rebounds With the NASDAQ]]> The post Super Micro Jumps 6%, Dell Climbs 7%, HPE Rises 5% as AI Hardware Rebounds With the NASDAQ appeared first on 24/7 Wall St.. Shares of Super Micro Computer (NASDAQ:SMCI), Dell Technologies (NYSE:DELL), and Hewlett Packard Enterprise (NYSE:HPE) are all rallying Tuesday midday as AI hardware names ride a broad market rebound. Super Micro Computer stock is up 6% to $25.23, Dell stock is up 7% to $406.60, and HPE stock is up 5% to $46.76. The move comes as the NASDAQ 100 climbs 1.88% on easing U.S.-Iran tensions and renewed deal hopes, extending this week’s rebound in AI and chip hardware names. No fresh company-specific catalyst is a main driver for today’s rally in Super Micro Computer, Dell, or HPE. These are high-beta AI server proxies, and they tend to amplify broad-market moves in both directions. Each of the three names entered Tuesday’s session under recent pressure, so today’s bounce reclaims some lost ground for the trio. Traders are treating Super Micro Computer, Dell, and HPE as a single AI infrastructure trade, with the tickers moving in lockstep on macro headlines rather than fundamentals. AI Hardware Names Ride the NASDAQ Rally Investors are treating Super Micro Computer, Dell, and HPE as leveraged proxies for AI infrastructure spend. When enterprise AI demand looks intact and macro fears ease, these names rip together. The NASDAQ’s near-2% jump today, driven by geopolitics rather than any single earnings report, is exactly the kind of session that lifts them as a group. Dell’s fundamental backdrop remains supportive. The company booked $24.4 billion in AI orders in Q1 FY27 and raised full-year revenue guidance to $165 billion to $169 billion, calling for full-year AI server revenue near $60 billion. Furthermore, HPE reported Q2 FY26 revenue of $10.68 billion, up 40% year over year (YoY), with the Juniper Networks integration lifting networking revenue 148%. Meanwhile, Super Micro Computer’s most recent quarter was mixed. The company’s Q3 FY26 revenue landed at $10.24 billion, up 123% YoY but well short of the $12.45 billion Street estimate, though Super Micro Computer’s non-GAAP EPS of $0.84 beat the $0.62 consensus. A Tale of Three YTD Stories Looking at 2026 so far, Dell shares are up by a whopping 223% year to date (YTD) with a trailing P/E ratio of 32x, while HPE shares are up 95% YTD with a P/E ratio of 44x. Super Micro Computer shares, even including today’s pop, remain down 14% YTD, trading at a P/E ratio of 13x. Dell and HPE sit among 2026’s biggest AI hardware winners. Super Micro Computer badly lags. The open question is whether Super Micro Computer is a genuine bargain at 13x earnings or a value trap. Super Micro Computer’s issues shouldn’t be overlooked. A $7 billion financing meant to fund a roughly $39 billion AI-server backlog raises dilution risk, and an independent board review on export-control matters adds governance uncertainty. HPE’s 44x multiple looks somewhat rich for a legacy hardware franchise, though the Juniper deal and a free cash flow guide of at least $3.5 billion for FY26 give bulls cover. Dell’s 32x sits in the middle, reflecting a market that has already awarded the stock significant AI credit. HPE Networking Push and an ETF Angle HPE and GTT Communications announced today an expanded Secure Access Service Edge (SASE) managed services partnership built on HPE Aruba and EdgeConnect. It’s a minor business item unrelated to today’s 5% move in HPE stock, though it does reinforce the networking angle that has been a quiet driver for HPE’s Juniper-boosted segment. Investors seeking AI hardware exposure without single-stock risk can consider the iShares U.S. Technology ETF (NYSEARCA:IYW). The fund is up roughly 2% today and 21% YTD to $244.50. IYW holds all three names at small weights but is heavily concentrated in mega-caps like NVIDIA (NASDAQ:NVDA), which alone accounts for 16% of the fund. IYW offers a diversified, somewhat de-risked way to play the AI hardware theme. The ETF isn’t leveraged, and it dilutes the volatility that comes with owning Super Micro Computer or Dell shares outright. It won’t track the trio tightly, given the fund’s top-heavy composition. What to Watch Traders can watch for whether today’s gains hold into the close, particularly for Super Micro Computer shares, which need sustained momentum to reclaim the 2026 breakeven line. Any softening in the geopolitical backdrop could quickly unwind the day’s move given how tightly these names track macro sentiment. The next scheduled catalysts are earnings reports. Super Micro Computer has guided Q4 FY26 revenue to $11 billion to $12.5 billion, and that report will be the real test of whether 13x earnings is a floor or a warning. Dell and HPE both report next in late summer, and those calls could reset the AI hardware narrative for the back half of the year. The post Super Micro Jumps 6%, Dell Climbs 7%, HPE Rises 5% as AI Hardware Rebounds With the NASDAQ appeared first on 24/7 Wall St..]]> 3 Not-So-Obvious AI Stocks to Buy in July Mon, 20 Jul 2026 12:00:57 +0000 The post 3 Not-So-Obvious AI Stocks to Buy in July appeared first on 24/7 Wall St.. The AI trade in 2026 has broadened well past mega-cap headliners. NVIDIA, Microsoft and Alphabet remain reflexive answers, but the second wave of infrastructure and software beneficiaries looks most interesting in July. PineBridge’s 2026 outlook flags datacenter equipment growth as “essentially locked” as hyperscaler CapEx compounds, and Goldman Sachs frames the AI CapEx boom as the counterweight driving business and investment activity into 2026. That backdrop favors the layer of the stack bought after the GPUs: servers, networking fabric, and enterprise software that monetizes the models. Three names capture that thesis: One for AI Factory hardware, another for AI data center ethernet and another for agentic enterprise AI. Each delivered a tool-verified data point in the last quarter that justifies the label “AI beneficiary” without needing NVIDIA in the ticker. Dell Technologies (NYSE: DELL) Dell Technologies (NYSE:DELL) has become the most levered AI hardware pure-play outside chipmakers. In Q1 FY27, reported May 28, 2026, revenue hit $43.84 billion, up 87.5% YoY, and AI-optimized server revenue exploded to $16.13 billion, up 757% YoY. Non-GAAP EPS of $4.86 beat the $2.96 consensus. Management booked $24.40 billion in AI orders in the quarter and raised full-year FY27 revenue guidance to $165.0 to $169.0 billion, with AI server revenue guided to roughly $60 billion for the full year. The bull case is clear: Dell captures the enterprise and sovereign AI buildout that hyperscalers cannot serve directly. CEO Jeff Clarke framed it as “exceptionally strong demand for AI-optimized servers” with over 3,000 customers now buying various forms of our Dell AI factories”. Shares are up 241.91% year to date through July 13, closing at $427.11, and traded up another 7.05% on July 14 to $457.21. A P/E of 23 against this growth profile remains reasonable if AI server orders compound. The risk: gross margin compressed to 17.8% from 21.1% YoY as the AI mix crowds out higher-margin traditional server and storage revenue. Shareholders’ equity remains negative at $(1.40) billion, and prediction-market sentiment has cooled, with a composite score of 34.36 (bearish) and a -20.05 shift over the past seven days. A nonlinear order pattern means quarters can disappoint even inside a strong trend. Salesforce (NYSE: CRM) Salesforce (NYSE:CRM) is the enterprise software counterpoint: agentic AI turning into durable recurring revenue. Q1 FY27 revenue came in at $11.13 billion, up 13.3% YoY, with non-GAAP EPS of $3.88 against a $3.13 estimate. Agentforce plus Data 360 combined ARR reached approximately $3.4 billion, up over 200% YoY, and Salesforce processed 3.8 billion Agentic Work Units and 28.6 trillion tokens. Marc Benioff called it “an outstanding quarter for Salesforce, record revenue, record deals, and cash flow. Agentic AI is the biggest growth opportunity for our customers, and for Salesforce.” The bull case rests on valuation and monetization. Salesforce trades at a P/E of 19 with a 77.7% gross margin and 21.5% operating margin. Current RPO of $33.6 billion, up 14% YoY gives forward visibility, and the company raised FY27 revenue guidance to $45.9 billion to $46.2 billion. A $25 billion accelerated share repurchase reduced diluted share count to 871 million from 970 million YoY. Sentiment sits at a neutral 47.93 composite score, framing CRM as the contrarian pick, up just 3.21% over the past month against a -35.03% year-to-date return. The risk: noncurrent debt ballooned to $39.3 billion from $10.4 billion to fund the buyback, and the Informatica acquisition adds integration risk. Core Sales and Service Cloud growth trails Agentforce, so the AI narrative must keep converting. Arista Networks (NYSE: ANET) Arista Networks (NYSE:ANET) is the networking layer connecting hyperscaler GPU clusters, executing on both demand and pricing power. Q1 2026 revenue came in at $2.71 billion, up 35.1% YoY, non-GAAP EPS of 87 cents beat the 81-cent consensus, and operating cash flow more than doubled to $1.69 billion. Management raised the 2026 revenue target to $11.5 billion and the AI Fabrics target to $3.5 billion, effectively doubling AI sales annually. The bull case is simple: Jayshree Ullal said flatly that “our demand is actually the best I have ever seen in my Arista tenure”, and the company now claims the number one market share in high-speed switching in the greater than 10 gigabit Ethernet category. Purchase commitments jumped to $8.9 billion from $6.8 billion, a forward indicator of the order book. Shares are up nearly 24% this year, with the strongest prediction sentiment of the three at a 66 bullish composite score. The risk: gross margin compressed to 62.4% from 64.1% YoY as hyperscaler mix and component costs weigh on unit economics, and Arista carries meaningful customer concentration alongside 52-week lead times on key chips. If hyperscaler CapEx intentions soften in 2027, the backlog reprices quickly. What Ties These Three Together Each captures a specific slice of AI spend, none requires calling the top on NVIDIA, and each delivered a quarter with hard evidence that AI dollars are landing on the P&L. That is the setup worth watching into second-half earnings season. The post 3 Not-So-Obvious AI Stocks to Buy in July appeared first on 24/7 Wall St..]]> Live Nasdaq Composite: Chip Stocks Buckle Under Capex Pressure as Markets Hunt Leadership Thu, 16 Jul 2026 13:37:46 +0000 The post Live Nasdaq Composite: Chip Stocks Buckle Under Capex Pressure as Markets Hunt Leadership appeared first on 24/7 Wall St.. Live Updates Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today. BofA Bullish on GOOGL Jul 16, 2026 at 10:19 AM EDT BofA remains firmly in the bullish camp on Alphabet (Nasdaq: GOOGL) ahead of July 22 earnings, reemphasizing a “buy” rating with a $430 target on the stock. The analyst’s channel checks point to solid retail search activity, even as consumer packaged goods and travel appear a little softer. BofA trimmed its search forecast to account for FX, but its roughly 17% growth view still sits slightly above Wall Street’s bar. Alphabet stock is up fractionally at last check. Retail Sales Slow Jul 16, 2026 at 9:37 AM EDT In a sign of a fatigued consumer, June retail sales slowed but held up, rising 0.2% from May and matching expectations. The softer pace versus May’s revised 1% gain gives the market a mixed read: consumers are still spending, but momentum is easing just as investors are watching whether higher rates and sticky prices are starting to bite. This article will be updated throughout the day, so check back often for more daily updates.  Stocks are seeking direction, but the chip trade was doing most of the dragging. S&P 500 futures slipped 0.4% and Nasdaq-100 futures fell 1% as investors looked past Taiwan Semiconductor’s earnings beat and focused instead on the rising cost of the AI buildout. Dow futures held roughly flat, helped by a 6%-plus move in UnitedHealth (UNH) after the health insurer topped earnings expectations. The pressure point was Taiwan Semi (TSM). Shares fell 4.6% after the company raised its full-year capex outlook to $60 billion to $64 billion, up from $52 billion to $56 billion. That spending reset spilled across semiconductors. The VanEck Semiconductor ETF dropped 2.2%, with Arm Holdings (Nasdaq: ARM) falling 4%, SK Hynix tumbling 11% in Seoul, STMicroelectronics off 4.6%, and Intel (Nasdaq: INTC) sliding 2.8%. Here’s a look at where things stand as of early morning trading: Dow Jones Industrial Average: 52,731 Up 0.14% Nasdaq Composite: 26,057 Down 0.77% S&P 500: 7,545 Down 0.35% Market Movers TSMC (TSM) gave the AI chip trade another data point, posting a record Q2 while raising its 2026 capex plan to $60 billion to $64 billion. Revenue rose 33.7% to $40.2 billion, net profit jumped 77.4% to about $22.4 billion, and Q3 guidance came in ahead of expectations. In Arizona, TSMC plans another $100 billion investment, boosting its U.S. manufacturing commitment to roughly $265 billion. SpaceX (Nasdaq: SPCX) is hitting post-IPO turbulence, with shares slipping below the $135 IPO price intraday as lockup risk starts to overtake debut euphoria. The stock is now down about 33% from its post-IPO peak, with up to 911.5 million insider and early-investor shares reportedly eligible to come unlocked after the company’s first earnings report, creating a fresh supply overhang. Dell Technologies (Nasdaq: DELL) stayed under pressure in premarket trading after a 10% slide in the prior session, as investors grew more cautious on whether the AI server buildout is getting ahead of itself. The stock has become a proxy for the AI infrastructure trade, which cuts both ways: demand is still strong, but any hint of overcapacity can hit the hardware names first. Microsoft (Nasdaq: MSFT) is reportedly sharpening its AI sales pitch against OpenAI, Anthropic and Google, training teams to sell Azure as the full-stack enterprise AI platform. Microsoft is not just pushing model access or cloud capacity. Microsoft’s Jay Parikh said in a motivational speech to employees, “Everyone else is selling parts, we’re selling the full end-to-end system.” The post Live Nasdaq Composite: Chip Stocks Buckle Under Capex Pressure as Markets Hunt Leadership appeared first on 24/7 Wall St..]]> Two AI Server Bets, Two Outcomes: Dell Technologies vs Super Micro Computer Wed, 15 Jul 2026 17:00:13 +0000 The post Two AI Server Bets, Two Outcomes: Dell Technologies vs Super Micro Computer appeared first on 24/7 Wall St.. Dell Technologies (NYSE:DELL) and Super Micro Computer (NASDAQ:SMCI) both reported earnings recently, and their results reveal two very different versions of the AI server story. Dell showed disciplined scale. Supermicro showed messy growth. Comparing them right now feels essential, because they sell into the same hyperscale and enterprise buildout but with wildly different execution. AI Servers Lift Dell. Supermicro Trips Over Its Own Story. Dell’s Q1 FY27 was the kind of quarter you rarely see from a company this size. Revenue hit $43.84 billion, up 87.54% YoY, with AI-Optimized Servers alone contributing $16.13 billion, a 757% YoY jump. Non-GAAP EPS came in at $4.86 versus a $2.96 estimate. Storage lagged at 8%, which is worth flagging, but ISG operating margin still expanded to 10.5%. CEO Jeff Clarke described AI deployments where a single GB200 NVL72 rack has 1.2 million parts, framing complexity as Dell’s moat. Supermicro’s Q3 FY26 told a rougher tale. Revenue reached $10.24 billion, up 122.7% YoY, yet missed the $12.45 billion estimate by 17.75%. GAAP gross margin recovered to 9.9% from 6.3%, which is progress, though the numbers remain preliminary and unaudited. CEO Charles Liang leaned on the transformation narrative: “Supermicro’s transformation into a total datacenter infrastructure provider is accelerating.” Fine words. The $6.6 billion cash used in operations undercuts them. A Full-Stack Giant vs. a Pure-Play Specialist Lens Dell Supermicro Core Bet Full-stack integration across ISG and CSG Fast time-to-market on NVIDIA platforms and DCBBS FY Revenue Guide $165B to $169B $38.9B to $40.4B Key Vulnerability Gross margin compressed to 17.8% from 21.1% Governance review, $8.8B in debt and convertibles Dell’s AI orders reached $24.4 billion in a single quarter, and the FY27 AI server target sits near $60 billion. Supermicro cites more than $13 billion in Blackwell Ultra orders, still meaningful, though the June 29 Taiwan raid tied to an Nvidia AI chip smuggling probe reset the risk profile. Reddit sentiment cratered to 22 to 27, deep bearish after that news. The Next Test Is Whether Supermicro Can Convert Orders Cleanly I will watch Dell’s storage attach rate closely, because Clarke openly admitted “we are not satisfied with the attach today.” That is where the real margin lift lives. For Supermicro, the questions are simpler and harder: can the board close the export-control review, can DCBBS margins hold near 10%, and does the new Silicon Valley manufacturing footprint actually accelerate deliveries? Dell trades at a P/E of 34, while Supermicro sits at 15. That gap prices in the governance drag. Where Execution Looks Cleanest This Cycle On the data available today, Dell is executing at a different tier. The scale, the $3.118 billion in free cash flow, and Clarke’s willingness to describe operational messiness in detail suggest disciplined execution. Supermicro’s profile is more suited to investors who accept governance risk and volatile margins, and the valuation reflects real skepticism after the stock fell 43.83% over one year. Key signposts for reassessing Supermicro would be a clean audit and steady 10%-plus gross margins. Dell also carries caveats, with insiders net sellers recently, though business quality this quarter stands out. The post Two AI Server Bets, Two Outcomes: Dell Technologies vs Super Micro Computer appeared first on 24/7 Wall St..]]> Dell Falls 14%, HPE and Super Micro Slide as AI Hardware Stocks Give Back Gains Wed, 15 Jul 2026 16:42:51 +0000 The post Dell Falls 14%, HPE and Super Micro Slide as AI Hardware Stocks Give Back Gains appeared first on 24/7 Wall St.. Dell (DELL) dropped 13% to $400 midday Wednesday amid broad AI hardware profit-taking with no confirmed catalyst; HPE fell 5% and Super Micro Computer down 3%. Dell up 219% year-to-date despite selloff, showing positioning-driven volatility; Q1 revenue surged 88% YoY with AI server sales hitting $16.1B. HPE (HPE) shares fell 5% on AI sector profit-taking but trade at reasonable 12x forward earnings; Juniper integration lifted networking revenue 148% YoY. Super Micro Computer (SMCI) declined 3% alongside broader AI hardware weakness; the stock trades at 9x forward multiples but faces lingering export-control review uncertainty. Watch if Dell holds above $345 50-day moving average into close—a bounce could signal routine reset in intact AI uptrend, while lows may trigger deleveraging. Dell Technologies (NYSE:DELL) shares are down 14% to $394 at midday Wednesday, leading a sharp pullback across AI server hardware names. Hewlett Packard Enterprise (NYSE:HPE) shares are off 8% to $45.67, and Super Micro Computer (NASDAQ:SMCI) shares are down 5% to $26.26. The move looks like a positioning event rather than a company-specific headline. Today’s drop takes a bite out of one of the year’s most extended runs for Dell stock. Even after the slide, Dell shares remain up 219% year to date (YTD), HPE stock is up 92% YTD, and Super Micro Computer stock is down 9% YTD. In other words, Dell and HPE are giving back gains while retaining their leadership. Profit-Taking Hits the AI Hardware Trade


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Ford Motor Company (F) Stock News & Articles - 24/7 Wall St. Insightful Analysis and Commentary for U.S. and Global Equity Investors Thu, 30 Jul 2026 14:59:02 +0000 en-US hourly 1 Meta Should Give Up On AI, Focus On Surging Social Thu, 30 Jul 2026 14:59:02 +0000


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Fidelity National Financial Inc (FNF) Stock News & Articles - 24/7 Wall St. Insightful Analysis and Commentary for U.S. and Global Equity Investors Thu, 05 Sep 2024 11:43:04 +0000 en-US hourly 1 The Most Successful Female CEOs in the US Today Fri, 06 Sep 2024 14:30:23 +0000 ... The Most Successful Female CEOs in the US Today]]> The post The Most Successful Female CEOs in the US Today appeared first on 24/7 Wall St.. The first woman to ever be a CEO, Katharine Meyer Graham of The Washington Post, was in 1972. To put this in perspective, the role of “Chief Executive Officer,” was used in an ordinance of United States Congress in 1782. It wasn’t until 1999 that a woman, Carly Fiorina, became the CEO of a Fortune-20 company. As time goes on, more and more female CEOs are popping up. #7 Mary Barra Mary Barra. Net Worth: $229 Million Company: General Motors Age: 62 Mary Barra became General Motors’ (NYSE:GM) CEO in 2014. She was the first woman to ever lead one of the “Big Three,” American automakers. She has focused on investing in self-driving and electric cars and has vowed to produce 1 million electric vehicles by the end of 2025. She is also the chair of a collection of America’s most powerful corporate CEOs called Business Roundtable. #6 Gail Koziara Boudreaux Gail Koziara Boudreaux. Net Worth: $235 Million Company: Elevance Health Age: 64 Gail Bourdeaux was the CEO of United Healthcare until 2017 when she was named CEO of Elevance Health (previously known as Anthem). She has led Elevance Health through several acquisitions including HealthSun, Aspire Health, and America’s 1st Choice. In the first two years of her reign, Elevance’s stock increased by 20%. She also founded GKB Global Health, LLC. In 2023, she was ranked 10th on Fortune’s list of Most Powerful Women. one of the Most Powerful People in Healthcare by Modern Health in 2021 and is also the first female elected chair of The Business Council. #5 Adena Friedman Adena Friedman. Net Worth: $170 Million Company: Nasdaq Age: 55 In addition to being the CEO of Nasdaq (NASDAQ:NDAQ), and a board member of the NY Federal Reserve, she is also the first female CEO in charge of an international stock exchange. Friedman refers to Nasdaq as an “engine for capitalism,” she is focused on diversifying Nasdaq to include technology, growth opportunities, data research services, and making the public market more accessible and helping companies more easily invest. #4 Jane Fraser Jane Fraser. Net Worth: $13.6 Million Company: Citigroup Age: 57 Jane Fraser has been the CEO of Citigroup (NYSE:C) since March 2021. She is the company’s first CEO, as well as the first woman to lead a Wall Street Bank. Fraser was made CEO when Citigroup was in crisis after a billion-dollar error scandal. Since taking up, Citi’s stock has increased by over 50%, experienced two consecutive 5% earnings growth quarters, laid off 200,000 employees, and is still working to recover Citigroup. #3 Abigail Johnson Abigail Johnson. Net Worth: $30.4 Billion Company: Fidelity Investment Age: 62 After her father stepped down from the position of CEO in 2014, she took over as the company’s CEO and then also the Chairman in 2016. Her willingness to steer the company towards cryptocurrency led to the launch of a cryptocurrency platform in 2018 where investors can trade bitcoin, a move that paid off for Fidelity Investment (NYSE:FNF). She earned her M.B.A. from Harvard in 1988 and is the third CEO, as her grandfather founded the company in 1946. She personally manages discretionary assets that total an estimated $4.5 Trillion. #2 Karen Lynch CVS. Net Worth: $70 Million Company: CVS Health Age: 60 Karen Lynch has been the CEO of CVS (NYSE:CVS) since February 2021. She started her career at Ernst & Young as a public accountant and is now the leader of a company with over 300,000 employees. Some of her greatest accomplishments in her CEO role so far have been acquiring Signify Health and Oak Street Health. #1 Virginia Rometty Virginia Rometty. Net Worth: $90 Million Company: IBM Age: 67 Virginia “Ginni” Rommetty is the first woman to hold the positions of President, Chair, and CEO of a company simultaneously. She has brought great success to IBM (NYSE:IBM) and led it through the transition to a data company. Her instincts led her to invest in blockchain and quantum computing to bring cognitive computing to the center of IBM. One of her crowning achievements at IBM so far was leading the purchase of Red Hat in 2018 which gave them the leg up to be a valid competitor to Microsoft and Amazon in the cloud computing market. Besides being a successful leader, she has also incorporated strategies to keep women at IBM by creating a breastmilk delivery program, extended paid parental leave, and a returnship program. The post The Most Successful Female CEOs in the US Today appeared first on 24/7 Wall St..]]> Retirees Should Run Away From These So-Called ‘Investments’ Sun, 18 Aug 2024 12:56:26 +0000 ... Retirees Should Run Away From These So-Called ‘Investments’]]> The post Retirees Should Run Away From These So-Called ‘Investments’ appeared first on 24/7 Wall St..Key Points: Annuities have high fees and low liquidity; they’re often better for brokers than investors. Consider low-cost mutual funds or treasury funds for more flexibility. Avoid annuities unless absolutely necessary. Instead, look at true income investments like these 2 dividend legends to buy and hold forever. Lee and Doug discuss the pros and cons of annuities, particularly as a financial product targeted at retirees. They note that while annuities offer a degree of safety, being insurance products with state and corporate guarantees, they often come with high fees and commissions, making them more beneficial for the broker than the investor. They also highlight the lack of liquidity as a major drawback, as annuities can impose significant penalties for early withdrawal. Instead of investing in annuities, they recommend looking into low-cost mutual funds, index funds, or conservative treasury funds through reputable firms like Fidelity (NYSE: FNF) or Vanguard (NYSE ARCA: VTI). Their overall conclusion is that annuities are generally not a good investment option and should be avoided. Transcript: One of the things that people look at financially, particularly as they get towards retirement, is annuities. Now, annuities advertise on network TV, which is median age of 70, and AARP. So what’s the message from a company that wants to sell you an annuity? Well, the message really is that they are high-commissioned products that often have pretty high fees. I mean, for years, especially in the 90s, variable and fixed annuities were a real go-to product for retail stockbrokers. And they’re pretty simple in that a fixed annuity obviously has fixed income with no stock exposure, whereas a variable annuity usually has an index like the S&P 500 or the Dow 30 or things of that nature. Now, typically, and this is something that I wanted to research, is when you have money in a bank or at a brokerage firm, there’s some insurance by the FDIC in a bank, and there’s insurance for brokerage firms as well that’s up to $250,000. With annuities, since they are insurance products, state guarantees, corporate entities cover the investor up to $250,000. So there is a degree of safety in annuities. But again, one of the problems for investors is the very high commissions, the high expenses. There’s two kinds of annuities: one that when you die, it ends, and then the other kind of annuity, you can have an extension to your benefactor or the benefactor of your annuity, and they can take it longer. So again, it was a huge product 30 years ago. I don’t know if there’s a lot of use for them now. So fundamentally, if somebody knocks on your door and says, “Gee, here’s an annuity, I want to sell it to you,” what’s the alternative investment for somebody, you know, who’s no longer young? I mean, what would you say? No, don’t do that. Do this. What is the this? Well, and one of the reasons to avoid them is sometimes there’s no liquidity. What if you have an emergency and you have to get out, or you have to have a cash flow emergency, or you need money? It’s not a good vehicle for that because you’re somewhat pinned in. And in some cases, if you come out early, you pay huge charges to come out early. The best advice is go to Fidelity, go to Vanguard, go to low-cost mutual fund giants, and, you know, put your money in an index fund, put your money in conservative treasury funds, but do something where if you need that money, you can get to it. Well, so our conclusion is stay away from annuities. If somebody knocks on your door or your broker, the chances it’s a good idea are really low. Yeah, it’s nil. The chances are it’s a better idea for the broker. The post Retirees Should Run Away From These So-Called ‘Investments’ appeared first on 24/7 Wall St..]]> Portfolio Managers Now Love These 5 Stocks With Big Dividends Fri, 08 Apr 2022 10:35:20 +0000 The post Portfolio Managers Now Love These 5 Stocks With Big Dividends appeared first on 24/7 Wall St..To say that hedge fund and mutual fund managers tend to follow the herd is very much an understatement, and it always has been. While publicly they sometimes seem reluctant to discuss their holdings, especially stocks they short, the reality is that managers tend to talk among themselves, as they run in the same circles. Often those discussions are centered on their portfolios and what is in them. A new Jefferies research report looks at the hedge fund holdings of the top industry players, since the releases of 13F filings are pretty much complete after the end of the first quarter. While the normal suspects and predictable holdings remained pretty much the same (and have for years), we were intrigued by the so-called Short to Long group. These are stocks that portfolio managers have turned positive on after, in many cases, having been short the stocks at some point. The report noted this: “Our Short to Long portfolio showed more sector diversity compared to prior months, with 9 sectors represented, the most coming from Tech with 5 names, followed by Health Care and Discretionary with 3 names each.” We screened this list looking for stocks that were Buy-rated across Wall Street and also paid solid and dependable dividends. We found five top companies that investors may want to consider now, as the opinion tide appears to have turned. It is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision. [nativounit] Camden Property Trust With rents trending higher, this real estate idea makes sense now for growth and income investors. Camden Property Trust (NYSE: CPT) is a real estate company primarily engaged in the ownership, management, development, redevelopment, acquisition and construction of multifamily apartment communities. Camden owns interests in and operates 167 properties containing 56,850 apartment homes across the United States. Upon completion of seven properties currently under development, the company’s portfolio will increase to 59,104 apartment homes in 174 properties. Also note that the stock is moving into the S&P 500 and has had some very solid price action recently. Camden Property Trust stock investors receive a 2.15% dividend. Barclays has a $193 target price on the shares, while the consensus target is $186.10. The closing share price on Thursday was $172.61. [recirclink id=1083551] Dow This stock certainly offers investors growth and income potential. Dow Inc. (NYSE: DOW) is a leading materials science company and was formed from the merger of Dow and DuPont in 2017 and the subsequent spin-off 2019. The company is organized into three principal divisions: Performance Materials & Coatings (23% of EBITDA), Industrial Intermediates & Infrastructure (27%) and Packaging & Specialty Plastics (51%). Dow’s segments include Agricultural Sciences, which is engaged in providing crop protection and seed/plant biotechnology products and technologies, urban pest management solutions and healthy oils. The Consumer Solutions segment consists of Consumer Care, Dow Automotive Systems, Dow Electronic Materials and Consumer Solutions-Silicones businesses. The Infrastructure Solutions segment consists of Dow Building & Construction, Dow Coating Materials, Energy & Water Solutions, Performance Monomers and Infrastructure Solutions-Silicones businesses. Performance Materials & Chemicals consists of Chlor-Alkali and Vinyl, Industrial Solutions and Polyurethanes businesses. The Performance Plastics unit consists of Dow Elastomers, Dow Electrical and Telecommunications, Dow Packaging and Specialty Plastics, Energy and Hydrocarbons businesses. Investors receive a 4.54% dividend. The Wells Fargo price target on Dow stock is $67. The consensus target is $65.43, and shares traded at $61.25 on Thursday’s close. Entergy This top utility stock always makes sense for conservative investors. Entergy Corp. (NYSE: ETR) engages in the production and distribution of electricity in the United States. Its Utility segment generates, transmits, distributes and sells electric power in portions of Arkansas, Louisiana, Mississippi and Texas, including the City of New Orleans. It also distributes natural gas. The Entergy Wholesale Commodities segment is involved in the ownership, operation and decommissioning of nuclear power plants located in the northern United States. It also engages in sale of electric power to wholesale customers, provision of services to other nuclear power plant owners and ownership of interests in non-nuclear power plants that sell electric power to wholesale customers. The company generates electricity through gas, nuclear, coal, hydro and solar power sources. It sells energy to retail power providers, utilities, electric power co-operatives, power trading organizations and other power generation companies. Its power plants have approximately 26,000 megawatts (MW) of electric generating capacity, which include 6,000 MW of nuclear power. The company delivers electricity to 3 million utility customers. Many analysts like the position of the company’s plants, as they supply some of the petrochemical industry along the Gulf Coast. Petrochemical plants and liquefied natural gas export facilities are springing up across the region. Investors receive a 3.27% dividend. The $125 Wells Fargo price target is higher than the $118.91 consensus target. Entergy stock closed on Thursday at $122.99. [recirclink id=1083213] Fidelity National Financial While a somewhat off-the-radar financial idea, this company has been around for years and its stock offers conservative investors some safety and growth potential. Fidelity National Financial Inc. (NYSE: FNF) provides various insurance products in the United States. The company offers title insurance, escrow and other title-related services, including trust activities, trustee sales guarantees, recordings and reconveyances, and home warranty insurance. It also provides technology and transaction services to the real estate and mortgage industries, as well as mortgage transaction services, including title-related services and facilitation of production and management of mortgage loans. Further, the company engages in the real estate brokerage business. The company also offers annuity and life insurance products, such as deferred annuities that include fixed indexed, fixed-rate and immediate annuities, as well as indexed universal life insurance products. Shareholders receive a 3.88% dividend. Credit Suisse has set a $59 target price. The consensus target for Fidelity National Financial stock is higher at $66.20. The shares closed on Thursday at $44.15. Intel This legacy leader in semiconductors has continued working hard to focus more on Internet of Things and data center cloud spending. Intel Corp. (NASDAQ: INTC) designs, manufactures and sells integrated digital technology platforms worldwide. The platforms are used in various computing applications, comprising notebooks, two-in-one systems, desktops, servers, tablets, smartphones, wireless and wired connectivity products, wearables, retail devices and manufacturing devices, as well as for retail, transportation, industrial, buildings, home use and other market segments. The company announced in January it would invest up to $100 billion to build potentially the world’s largest chip-making complex in Ohio, looking to boost capacity as a global shortage of semiconductors affects everything from smartphones to automobiles. Shareholders receive a 3.07% dividend. The $70 Intel stock target price at Credit Suisse compares with a $54.19 consensus target and a closing share price on Thursday of $47.56. [wallst_email_signup][recirclink id=1083012] With institutional interest growing for these five companies, it makes sense for investors to consider whether they are good additions to current portfolios. With all paying solid dividends and having support from some of the top firms on Wall Street, they look like excellent ideas for what could be a turbulent rest of 2022. The post Portfolio Managers Now Love These 5 Stocks With Big Dividends appeared first on 24/7 Wall St..]]> Monday’s Top Analyst Upgrades and Downgrades: Baker Hughes, Carvana, Chewy, DraftKings, Halliburton, Raytheon, Tenet Healthcare and More Mon, 03 May 2021 12:39:27 +0000

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