Target brings back Car Seat Trade-In program for 10th year
Target is bringing back its Car Seat Trade-In program for the 10th year, offering shoppers a 20% Target Circle Bonus for trading in old car seats. This year, the bonus can be applied not just to new car seats or baby gear, but also to toys, food and beverage, and apparel. The program has recycled over 58 million pounds of materials, preventing them from ending up in landfills.
Broadcom taps Google parent's finance chief to succeed retiring CFO
Broadcom has appointed Amie Thuener, Alphabet's chief accounting officer since 2018, as its new chief financial officer, effective June 12, 2026. She will succeed Kirsten M. Spears. Thuener's appointment comes as Broadcom focuses on growth in artificial intelligence technology.
Rapid7 (RPD) Acquires Kenzo Security
Rapid7, Inc. (NASDAQ:RPD) has announced the acquisition of Kenzo Security, an agentic AI security platform focusing on autonomous security investigations. The company expects this transaction to have no material impact on its financials. This acquisition comes after Citi lowered Rapid7's price target due to concerns about its Q1 and FY26 outlook, citing go-to-market changes and execution risks, despite recent updates to its PACT Partner Program aimed at enhancing collaboration and growth in AI-integrated cybersecurity solutions.
Strong Results Lifted Merck & Co (MRK) in Q4
Merck & Co., Inc. (MRK) was a leading contributor to the TCW Relative Value Large Cap Fund in Q4 2025, with its shares jumping after reporting better-than-expected third-quarter revenues. The company's strong performance was attributed to cost-cutting initiatives and robust sales of its pneumonia vaccine. Despite this, the article suggests that some AI stocks may offer higher and quicker returns for investors.
Alphabet Shares Dip 0.47% as Investors Weigh AI Spending vs. Antitrust Risks Ahead of Q1 Earnings
Alphabet Inc. Class C shares experienced a modest dip of 0.47% as investors balanced the company's significant AI investments against ongoing antitrust pressures and broader market caution. The company is committing massive capital expenditures to AI infrastructure, which could impact near-term margins but positions it for long-term growth. Despite regulatory challenges and market volatility, analysts maintain a "Buy" rating, anticipating strong underlying fundamentals and AI monetization to drive future gains.
monday.com Stock Fell 70% Last Year: Here’s Why 21 of 26 Analysts Still Recommend Buying
monday.com (MNDY) stock has fallen 79% from its 52-week high after a significant guidance reset, primarily due to struggles in its SMB channel. Despite this, 21 out of 26 analysts still recommend buying the stock, with an average target price implying 88.7% upside, believing the strong performance of its enterprise segment and new AI products can compensate for SMB headwinds. The article suggests MNDY is currently undervalued based on its strong gross margins, continued enterprise growth, and analyst consensus, noting the market is pricing in permanent SMB impairment which may be an overreaction.
Alphabet Inc. Class A stock: Why AI strength makes it a long-term buy despite volatility
Alphabet Inc. (GOOGL) Class A stock is positioned as a long-term buy due to its strong AI and cloud computing segments, despite recent market volatility. Analysts largely maintain a bullish outlook, emphasizing the company's resilient advertising business, ongoing investments in AI, and global reach. While risks like antitrust scrutiny and competitive pressures exist, Alphabet's core strengths and diversified "Other Bets" make it an attractive investment for growth-oriented portfolios.
Monroe Capital Supports EagleTree Capital’s Acquisition of The Opus Group
Monroe Capital LLC announced it served as sole lead arranger and administrative agent for a senior credit facility to back EagleTree Capital's acquisition of The Opus Group. Opus, founded in 1993, is a network of marketing agencies specializing in experiential, event, and brand solutions, partnering with major global companies like Amazon, BMW, Diageo, Google, and Salesforce. Monroe Capital is a prominent asset management firm focused on private credit markets, providing capital solutions to clients in the U.S. and Canada since 2004.
Tema Etfs LLC Lowers Stock Holdings in Alphabet Inc. $GOOG
Tema Etfs LLC has reduced its stake in Alphabet Inc. ($GOOG) by 23.0%, selling 7,668 shares but still holding 25,622 shares valued at $8.04 million. Despite this, Alphabet exceeded quarterly earnings expectations with $2.82 EPS and $113.83 billion in revenue, showing strong growth and profitability. The company holds a consensus "Buy" rating with an average target price of $345.71, though significant insider selling in the last quarter could create short-term selling pressure.
TB Alternative Assets Ltd. Increases Position in Alphabet Inc. $GOOG
TB Alternative Assets Ltd. significantly increased its stake in Alphabet Inc. (NASDAQ:GOOG) by 30.1% in the fourth quarter, making it their second-largest holding. This move aligns with several other large institutional investors who have also boosted their positions in Alphabet. Despite strong Q4 earnings, the company faces near-term pressures from planned large capital expenditures and notable insider selling.
Capital Advisors Inc. OK Trims Stake in Alphabet Inc. $GOOG
Capital Advisors Inc. OK has slightly reduced its stake in Alphabet Inc. (NASDAQ:GOOG) by 0.6% in the fourth quarter, now holding 552,909 shares valued at $173.5 million. Despite this minor reduction, Alphabet remains a significant holding for the firm, accounting for 2.8% of its portfolio. Analysts generally maintain a positive outlook on Alphabet, with most issuing "Buy" or "Strong Buy" ratings and an average price target of $345.71, following strong Q4 earnings results.
Alphabet Inc. $GOOGL is Allspring Global Investments Holdings LLC's 6th Largest Position
Allspring Global Investments Holdings LLC significantly increased its stake in Alphabet Inc. ($GOOGL) during the fourth quarter, purchasing an additional 1.3 million shares and making Alphabet its 6th largest holding. The article provides details on other institutional investor activities, Alphabet's stock performance, recent earnings, dividend announcement, and insider transactions, alongside analyst ratings and market sentiment.
Sen. John Fetterman Purchases Shares of Alphabet Inc. (NASDAQ:GOOG)
Senator John Fetterman recently disclosed purchases of Alphabet Inc. (NASDAQ:GOOG) shares, along with other tech giants like Microsoft and Amazon, and Erie Indemnity. This comes after Alphabet reported strong quarterly earnings, beating analyst expectations with $2.82 EPS and $113.83 billion revenue. Despite mixed near-term sentiment driven by significant capital spending plans and insider selling, analyst ratings for Alphabet remain largely positive, with a consensus "Buy" rating.
Sen. John Fetterman Sells AT&T Inc. (NYSE:T) Stock
Senator John Fetterman recently sold between $1,001 and $15,000 of AT&T (NYSE:T) stock on March 27, 2026, and subsequently invested in several large-cap tech companies and Erie Indemnity. AT&T recently surpassed EPS estimates, provided FY2026 guidance, and declared a quarterly dividend, showcasing a financial performance that includes a 3.9% yield. The stock trades around $28 with institutional holdings and varied analyst ratings.
Why ON Semiconductor Corp. (ON) Performed Better Than the Market Today
ON Semiconductor Corp. (ON) outperformed the market, closing up 2.09% at $63.49, surpassing the S&P 500's daily rise. The company is anticipated to report strong earnings and revenue growth, with analysts projecting $0.62 per share and $1.49 billion in revenue for the upcoming quarter. Despite holding a Zacks Rank of #3 (Hold), ON Semiconductor exhibits favorable valuation metrics compared to its industry peers.
Anthropic taps Google and Broadcom for yet more AI chips as revenue run rate tops $30B
Anthropic's annual revenue run rate has surpassed $30 billion, fueled by partnerships with Google and Broadcom for AI chips to support its growing Claude services. Despite an ongoing legal dispute with the U.S. government classifying it as a "supply chain risk," the company is expanding its computing power and customer base, with over 1,000 businesses spending at least $1 million annually on its AI tools. This expansion includes access to 3.5 gigawatts of computing power from Google's TPUs, manufactured by Broadcom, starting in 2027.
Software & Services: Purchase Donnelley Financial and Red Violet
This article recommends purchasing shares in Donnelley Financial (DFIN) and Red Violet (RDVT), citing their strong performance within the Internet Software & Services sector. Both companies are leveraging subscription models and AI to navigate macroeconomic challenges, with DFIN transitioning to a software-centric model and RDVT excelling in AI-driven identity verification. Despite some industry-wide headwinds like subdued valuations and geopolitical tensions, the sector's long-term outlook remains positive due to cloud migration, technology integration, and growing demand for cybersecurity solutions.
Aurora Mobile Ltd stock: What investors need to know in today's mobile tech landscape
Aurora Mobile Ltd is a Nasdaq-listed company focusing on mobile messaging and AI-driven customer engagement solutions, primarily for enterprises in China with growing international presence. The article discusses its core business model, competitive advantages, and growth drivers in the booming mobile tech landscape, particularly emphasizing its AI enhancements and position in the Chinese digital economy. It also covers analyst views, key risks like regulatory pressures in China, and provides a perspective on whether investors should consider buying the stock.
Broadcom to supply custom TPUs and networking components to Google, expands Anthropic compute access
Broadcom has entered into a long-term agreement with Google to develop and supply custom TPUs and networking components for Google's AI racks through 2031. Additionally, Broadcom, Google, and Anthropic have expanded their collaboration, granting Anthropic access to approximately 3.5 GW of next-generation TPU-based AI compute starting in 2027, contingent on Anthropic's continued commercial success. This expansion involves discussions among the parties regarding operational and financial partners.
Broadcom (NASDAQ: AVGO) expands Google, Anthropic AI TPU and networking deals
Broadcom has secured significant long-term agreements with Google and Anthropic, extending its role in the AI infrastructure market. The company will develop and supply custom Tensor Processing Units (TPUs) and networking components for Google's future AI racks through 2031. Additionally, Broadcom, Google, and Anthropic have expanded their collaboration, granting Anthropic access to approximately 3.5 gigawatts of next-generation TPU-based AI compute capacity starting in 2027.
INVESCO Ltd. stock underperforms Monday when compared to competitors
Shares of INVESCO Ltd. (IVZ) declined by 5.22% on Monday, closing at $22.88, despite an overall positive trading day for the broader market. Both the S&P 500 Index and the Dow Jones Industrial Average saw gains. This marks the second consecutive day of losses for INVESCO's stock.
Pinterest CTO Matt Madrigal joins Tapestry (NYSE: TPR) board as 11th director
Tapestry, Inc. has expanded its Board of Directors to eleven members by appointing Matt Madrigal, Chief Technology Officer of Pinterest, Inc. Madrigal's appointment is effective April 6, 2026, and he will serve as an independent director, receiving an annual cash retainer and equity grants in restricted stock units. His expertise in technology, e-commerce, and consumer behavior, particularly with younger demographics, is expected to support Tapestry's Amplify growth strategy.
Broadcom’s stock is rising. Here’s why its new Google and Anthropic deals are so significant.
Broadcom's stock is up after the company announced two significant expanded deals in the AI chip sector. Broadcom struck a new five-year agreement to develop and supply Google's tensor processing units and an agreement for networking components for Google's AI racks. These deals have analysts stating that Broadcom could surpass prior expectations for AI revenue.
Rising Profit Forecasts Indicate Potential Growth for Staar Surgical (STAA) Shares
Staar Surgical (STAA) is seeing significant investor interest driven by favorable earnings projections and upward analyst revisions. The company holds a Zacks Rank #2 (Buy), with projected earning increases of 123.1% for the current quarter and 837.5% for the full year. This strong outlook and positive analyst sentiment suggest potential continued growth for STAA shares.
Advanced Micro Devices, Inc. stock: Why it's drawing investor attention now
Advanced Micro Devices, Inc. (AMD) is a pivotal player in the semiconductor industry, driven by surging AI demand and its strategic market positioning. The company's focus on innovative CPUs and GPUs for data centers and premium client segments, along with analyst upgrades, is attracting significant investor attention. While competitive pressures and valuation concerns exist, AMD's growth trajectory in the AI revolution makes it a key stock to watch for global investors.
Alphabet Stock Rises Modestly as Analysts Affirm GOOG as Long-Term Buy on AI and Cloud Strength
Alphabet Inc. (GOOG) shares rose modestly as analysts reaffirmed a bullish long-term outlook, citing strength in AI and Google Cloud, despite significant planned capital expenditures for AI infrastructure in 2026. The company's strong Q4 2025 results, with notable revenue growth in Google Cloud and ongoing funding from Search advertising, support analyst price targets predicting 16% to 24% upside. While aggressive spending plans initially caused caution, experts view it as a necessary investment for competitive advantage and sustained leadership in the AI and cloud markets.
Applied Digital Stock Braces for Q3 Earnings After $2.15 Billion Debt Bet
Applied Digital (NASDAQ: APLD) is set to release its fiscal third-quarter earnings, with investors focused on lease revenue from its North Dakota sites and managing its significant debt, including a recent $2.15 billion financing deal. Options markets are anticipating a 16.5% stock swing. The company's prior quarter showed strong revenue growth but also a substantial increase in interest expense due to its debt.
Arrive AI Secures Tenth U.S. Patent, Positioning as the Critical Infrastructure Layer for Autonomous Delivery at Scale
Arrive AI announced it has secured its tenth U.S. patent (No. 12,591,840), enhancing its autonomous delivery network with smart Arrive Points. This patent allows multiple users to share secure delivery endpoints with built-in storage and sorting, improving system-level communication, security, and operational efficiency for drones, ground robotics, and human couriers. The company positions itself as crucial infrastructure for scaling the autonomous delivery market by providing secure, intelligent exchange points for reliable package completion and chain-of-custody for various industries.
SK Hynix in talks with Microsoft, Google for long-term DRAM supply - KED Global
SK Hynix is reportedly in advanced discussions with Microsoft and Google for multi-year contracts worth tens of billions of dollars to supply DDR5 DRAM. These deals aim to secure critical memory components for the tech giants amid a supply shortage driven by the AI boom. While SK Hynix is a major player, Samsung is also vying for similar long-term memory supply agreements with these companies, highlighting intense competition in the AI-fueled semiconductor market.
Alphabet Inc. (Class A) stock: Why cloud growth makes it a standout buy now
Alphabet Inc. (GOOGL) is highlighted as a compelling buy due to the impressive 48% revenue growth of its Google Cloud business in Q4 2025, signaling strong AI potential and diversification beyond its core advertising revenue. Analysts view the company's AI innovations and cloud momentum favorably, despite recent market volatility and regulatory scrutiny, making it an attractive long-term investment. Investors are advised to monitor cloud metrics and AI deal flow while scaling in on dips.
Alphabet Inc. (Class A) stock: Why cloud growth makes it a standout buy now
Alphabet Inc. (Class A) is highlighted as a strong buy due to its Google Cloud business achieving 48% revenue growth in Q4 2025 and a $240 billion backlog, signaling a significant AI competitive edge. While advertising remains a core revenue driver, the cloud segment's expansion offers diversified, high-margin growth. Analysts view the stock positively, emphasizing its AI integration and reasonable forward P/E, making it an attractive long-term investment despite potential short-term volatility and regulatory scrutiny.
Legence Corp (LGN) stockholders offer 11M shares in secondary sale
Legence Corp. existing stockholders are offering 11 million shares of Class A common stock in a secondary sale, with a potential additional 1.65 million shares via an underwriters' option; Legence itself will not receive any proceeds. The company, focused on engineering, installation, and maintenance for complex systems in high-growth sectors, reported $2.55 billion in revenue and a net loss of $77.3 million in 2025, with Adjusted EBITDA of $298.8 million. This S-1 filing also details the recent Bowers Acquisition for approximately $426.6 million and outlines the company's growth strategy in areas like data centers and advanced manufacturing, while also describing the Up-C structure and related tax agreements.
105,000 Shares in PayPal Holdings, Inc. $PYPL Purchased by Step Capital Management Pte. Ltd.
Step Capital Management Pte. Ltd. acquired 105,000 shares of PayPal Holdings, Inc. (PYPL) during the fourth quarter, establishing it as their 7th largest holding, valued at approximately $6.13 million. Despite this new institutional investment, analysts maintain a "Hold" rating for PayPal, with a consensus price target of $58.11, following a miss on Q4 EPS and revenue expectations. The company faces significant headwinds including class-action lawsuits, insider selling, and competitive pressures, even as it plans a substantial investment to boost its branded checkout services.
Alphabet Inc Class A stock: What you should know now for smart investing
This article provides a deep dive into Alphabet Inc Class A stock, evaluating its business strengths, global relevance, and key factors for investors. It covers Alphabet's core businesses like Google Search and YouTube, high-growth bets in cloud computing and AI, and its competitive landscape. The piece also discusses key risks such as antitrust pressures and market cyclicality, alongside positive analyst views, to help investors make informed decisions.
AP says it will offer buyouts as part of pivot away from newspaper journalism
The Associated Press announced it is offering buyouts to U.S.-based journalists as it shifts focus away from traditional newspaper journalism towards visual content, new revenue streams, and AI partnerships. The move reflects a broader industry change where newspaper revenue for AP has declined by 25% in four years. While maintaining a presence in all 50 states, AP aims to reduce its global staff by less than 5% and grow its business with broadcast, digital, and technology companies.
The Ridiculously Nerdy Intel Bet That Could Rake in Billions
Intel is making a significant bet on advanced chip packaging, a process that combines multiple small chiplets onto a single custom chip, with the potential to generate billions in revenue. This strategy positions Intel against market leader TSMC and aims to capitalize on the increasing demand for custom AI chips. The company has invested heavily in facilities like its Rio Rancho plant and is reportedly in talks with major tech companies like Google and Amazon for its packaging services, with CEO Lip-Bu Tan and CFO Dave Zinsner highlighting its importance for future growth.
Intel, AMD likely to benefit from increased server CPU demand: KeyBanc (INTC:NASDAQ)
KeyBanc Capital Markets predicts that Intel and AMD are poised to benefit from an anticipated increase in server CPU demand. The analysis suggests that Intel is already planning price increases for both its server and client products. This outlook comes from a comprehensive note covering the broader semiconductor industry.
Canoe Financial LP Purchases New Shares in Amazon.com, Inc. $AMZN
Canoe Financial LP recently acquired 52,700 shares of Amazon.com, Inc. (AMZN) totaling approximately $12.16 million in the fourth quarter, establishing a new position. This purchase is part of a broader trend where large institutions continue to increase their holdings in Amazon, with institutional investors now owning about 72.20% of the stock. Despite this institutional confidence and positive catalysts such as potential Globalstar acquisition talks and a raised Wells Fargo outlook, Amazon faces near-term risks including a 3.5% seller surcharge, an NLRB bargaining order, and significant insider selling.
BankUnited, Inc. (BKU) Has Risen 2.31% Over the Past Week: Key Information to Note
BankUnited, Inc. (BKU) has shown positive momentum, with its shares rising 2.31% over the past week and 52.92% over the past year. The company holds a Zacks Rank of #2 (Buy) and a Momentum Style Score of B, attributed to recent price performance and favorable earnings estimate revisions. These factors suggest BKU could be a strong candidate for investors seeking short-term growth potential.
Relay Therapeutics (RLAY) Jumps 16.4%: Does This Signal More Upside Ahead?
Relay Therapeutics (RLAY) saw its shares jump by 16.4% due to optimism surrounding its leading drug candidate, zovegalisib, currently in Phase III trials for breast cancer, and other drugs in its pipeline. The company is expected to report improved quarterly earnings and revenue, with analysts raising EPS estimates, which historically correlates with short-term stock price gains. Investors are advised to monitor the stock's momentum, which currently holds a Zacks Rank #3 (Hold).
Copilot is ‘for entertainment purposes only,’ according to Microsoft’s terms of use
Microsoft's terms of use for Copilot currently state that the AI tool is "for entertainment purposes only" and warns users not to rely on it for important advice due to potential errors. A Microsoft spokesperson confirmed they will update this "legacy language" as it no longer reflects Copilot's current use, while other AI companies like OpenAI and xAI also include similar disclaimers about the reliability of their AI outputs.
Roundhill GOOGL WeeklyPay ETF announces weekly distribution of $0.1591
The Roundhill GOOGL WeeklyPay ETF has declared a weekly distribution of $0.1591 per share for its shareholders. This announcement is important for investors tracking income from their exchange-traded funds, particularly those interested in regular payouts related to Google's parent company, Alphabet (GOOGL).
Why Your Favorite Company’s Economic Moat May Not Be Built to Last
Pat Dorsey, founder of Dorsey Asset Management and former director of equity research for Morningstar, discusses the concept of economic moats in companies. He highlights common mistakes investors make, such as mischaracterizing a great product as a durable moat, and provides examples like PayPal whose moat dried up, contrasting it with Visa and Mastercard which have shown unexpected durability against regulatory pressure. Dorsey also cautions against overestimating the durability of network effects as a moat source, citing PayPal as an example.
Goelzer Investment Management Inc. Acquires 1,694 Shares of Alphabet Inc. $GOOGL
Goelzer Investment Management Inc. increased its stake in Alphabet Inc. (GOOGL) by 15.7% in the fourth quarter, purchasing an additional 1,694 shares to bring its total holdings to 12,466 shares valued at approximately $3.902 million. This move comes amid strong institutional backing and a consensus "Moderate Buy" rating from Wall Street analysts, with a target price of $367.33. However, the report also highlights concerns such as insider selling, regulatory probes, legal risks, increasing AI capital expenditures, and ESG issues that could pressure the company's financials and operations.
Alphabet Inc. Class C Trade Ideas — BSESOF:ABEC
This article compiles various trade ideas and technical analyses for Alphabet Inc. Class C (GOOGL/ABEC) from multiple traders. Discussions range from bullish indicators like strong YTD performance after a dip and the launch of a new quantum computing chip, to technical patterns such as cup and handle formations and ascending channels. Several analyses also detail potential support and resistance levels, fundamental strengths, and provide scalping and swing trading strategies, while some express bearish views due to antitrust pressures and competition.
Alphabet Inc. Class A Trade Ideas — GPW:GOGL
This article compiles several trade ideas and analyses for Alphabet Inc. Class A (GOOGL), focusing on both technical and fundamental perspectives. Traders discuss strategies ranging from bullish continuation patterns, layered entry methods, and options plays, highlighting key support and resistance levels. A common thread across analyses is the stock's strong bullish momentum and potential for further upside, especially if certain price pivots and gamma walls are breached.
Broadcom: $3T Market Cap Possible - AI Monetization Deepens (NASDAQ:AVGO)
Broadcom (AVGO) is positioned for significant growth, potentially reaching a $3 trillion market cap, driven by robust AI semiconductor revenue and strategic partnerships. The company's custom AI accelerators are projected to see substantial growth through 2033, making its current valuation attractive after a recent market correction. Investors are advised to consider a "Strong Buy" rating, ideally waiting for a further dip in price for a better margin of safety amidst market volatility.
Retirement Systems of Alabama Has $495.30 Million Stock Position in Alphabet Inc. $GOOG
Retirement Systems of Alabama has reduced its stake in Alphabet Inc. (NASDAQ:GOOG) by 0.4%, now holding 1,578,396 shares valued at $495.30 million, which constitutes 1.6% of its portfolio. Despite this minor trimming, analysts generally maintain a "Buy" rating with an average price target of $345.71, some even projecting targets up to $400. The article highlights both positive drivers like new AI initiatives and negative factors such as regulatory probes, significant AI capital expenditure, and recent insider selling impacting investor sentiment.
Alphabet Inc. $GOOG Shares Acquired by Mn Services Vermogensbeheer B.V.
Mn Services Vermogensbeheer B.V. increased its stake in Alphabet Inc. (NASDAQ:GOOG) by 2.3% in the fourth quarter, bringing its total holdings to 1,648,477 shares valued at $517.3 million. Despite significant insider selling and some negative sentiment regarding regulatory probes and accounting changes, analysts maintain a "Buy" rating for GOOG. The company recently announced a quarterly dividend and strong financial performance, though concerns remain around heavy AI capital expenditures impacting free cash flow.
Copilot Terms Claim Microsoft's AI Is for 'Entertainment Purposes Only'
Microsoft's Copilot AI terms of use state it is for "entertainment purposes only," which has led to criticism as it contradicts the company's marketing of Copilot as a serious productivity tool. Microsoft plans to change this "legacy language" in an upcoming update, acknowledging that it no longer reflects Copilot's current use. The disclaimer had drawn comparisons to those used for psychic readings, and previous versions were also vague.
