Goldman and Wells Fargo say buy tech stocks, it's rare for them to get this cheap
Goldman Sachs and Wells Fargo are both advocating for buying technology stocks, citing that the recent market pullback has created an attractive entry point for investors. Despite a 7% year-to-date loss for S&P 500 Information Technology shares, driven by questions around AI spending, both firms believe valuations are now unusually cheap given strong fundamentals and double-digit earnings growth. Goldman highlights that the tech sector's valuation relative to expected growth has dipped below that of the broader global market, a rare occurrence.
Alphabet, eBay And Dick's Sporting Goods: CNBC’s ‘Final Trades’ - Dick's Sporting Goods (NYSE:DKS), eBay
CNBC's "Final Trades" featured several investment recommendations from market experts. Stephen Weiss named Dick's Sporting Goods (NYSE: DKS) due to better-than-expected Q4 results and increased dividends. Jim Lebenthal recommended JPMorgan Chase & Co. (NYSE: JPM) ahead of its Q1 earnings, while Joseph Terranova suggested eBay Inc. (NASDAQ: EBAY) is poised for a new all-time high following an analyst price target raise.
Ladenburg raises DTE Energy stock price target on Google deal
Ladenburg Thalmann has increased its price target for DTE Energy (NYSE:DTE) stock to $165.50 from $141.50, maintaining a Buy rating. This adjustment reflects DTE's Primary Supply Agreement with Google to power a planned 1 gigawatt data center, involving significant battery storage and solar generation. DTE Energy, a Detroit-based utility, has also been highlighted by UBS as a high-quality dividend stock and recently received varied price target adjustments from Barclays and BMO Capital following the Google partnership announcement.
Wells Fargo assumes Pinterest stock coverage with overweight rating
Wells Fargo has initiated coverage on Pinterest Inc (NYSE:PINS) with an Overweight rating and a $25.00 price target, highlighting the stock's undervaluation according to InvestingPro analysis. The firm adjusted its 2026 revenue and EBITDA estimates due to mixed market checks and anticipated macro impacts from the Iran War. Pinterest is actively repurchasing $2.0 billion in stock, funded partly by convertible bonds issued to Elliott Management, maintaining a net cash position.
The AI Storage Supercycle: A Deep Dive into Seagate Technology (STX)
Seagate Technology (STX) has successfully transitioned from a legacy hardware manufacturer to a critical infrastructure provider for the AI era, driven by its Heat-Assisted Magnetic Recording (HAMR) technology. The company's focus on "Mass Capacity" storage for hyperscale cloud providers has led to a significant market re-rating and record financial results. Despite potential geopolitical risks and supply chain vulnerabilities, Seagate's technological lead, exemplified by its Mozaic 3+ platform, positions it strongly within the "AI Storage Supercycle."
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.
Scharf Investments LLC Trims Holdings in Alphabet Inc. $GOOG
Scharf Investments LLC reduced its stake in Alphabet Inc. (NASDAQ:GOOG) by 37.5% in the fourth quarter, selling 8,080 shares and retaining 13,447 shares valued at approximately $4.22 million. Despite insider selling activity, with 2,101,844 shares sold over the last quarter, Alphabet exceeded Q4 earnings expectations, reporting an EPS of $2.82 against an estimated $2.59 and revenue of $113.83 billion, an 18% year-over-year increase. Analysts maintain a "Buy" rating with an average price target of $345.71 for the stock.
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.
Lockheed Martin Stock Hands $40 Bil Back – Worth a Look?
Lockheed Martin (LMT) has returned $40 billion to shareholders over the last five years through dividends and buybacks, ranking it 39th historically among companies for shareholder returns. While these substantial payouts signal strong financial health, they also raise questions about potential trade-offs with growth prospects compared to rapidly growing companies like Meta and Microsoft that reinvest more. The article provides an overview of LMT's financial fundamentals and historical risk, noting its solid long-term outlook despite past significant drops during market downturns.
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.
Seanergy Maritime Holdings (SHIP) Is a Great Choice for 'Trend' Investors, Here's Why
Seanergy Maritime Holdings (SHIP) is presented as a strong candidate for "trend" investors due to its significant recent price strength, including a 48.5% gain over 12 weeks and a 5.4% increase in the last four weeks. The article highlights the stock's Zacks Rank #1 (Strong Buy) and an Average Broker Recommendation of #1, indicating robust fundamentals and positive future price performance from an analyst perspective. These factors suggest that the stock's upward trend is likely to continue in the near term.
YieldMax GOOGL Option Income Strategy ETF (GOOY) Fundamental Analysis
This article provides a fundamental analysis of YieldMax GOOGL Option Income Strategy ETF (GOOY), highlighting its weak financial fundamentals across profitability, valuation, and growth. GOOY receives a "Weak" score in efficiency, valuation, growth, and profitability, with a moderate financial health score. The ETF shows low leverage but otherwise struggles compared to sector averages.
Recent Price Trend in International Seaways (INSW) is Your Friend, Here's Why
International Seaways (INSW) is identified as a strong investment opportunity due to its recent uptrend and robust fundamentals. The stock exhibits significant price strength over 12 weeks and 4 weeks, trading near its 52-week high, and holds a Zacks Rank #1 (Strong Buy) and an Average Broker Recommendation of #1. These factors suggest the stock's positive momentum is likely to continue, making it attractive for "trend" investors.
CMG's Unit Economics Hold Despite Flat Comps: Is Growth De-Risked?
Chipotle (CMG) continues to show strong unit-level economics and consistent restaurant performance, supporting its expansion plans despite guidance for flat comparable sales and a decline in Q4 comps. The company aims to open around 350 new units in 2026, with new restaurants yielding returns of about 60% and reaching 80% or more of system-wide average volumes. While competitors like CAVA show strong growth, Wendy's focuses on improving franchisee economics and existing unit performance.
Should Value Investors Buy Universal Insurance Holdings (UVE) Stock?
The article evaluates Universal Insurance Holdings (UVE) as a potential buy for value investors, highlighting its Zacks Rank #1 (Strong Buy) and a Value Grade of A. It points to UVE's favorable Forward P/E, P/S, and P/CF ratios compared to its industry averages, suggesting the stock may be undervalued. The analysis concludes that UVE appears to be a great value stock given its current metrics and earnings outlook.
Fast-paced Momentum Stock Fluor (FLR) Is Still Trading at a Bargain
Fluor (FLR) is highlighted as a compelling investment for those seeking momentum stocks still trading at reasonable prices. The article emphasizes FLR's recent price performance, high beta, and a Zacks Rank #1 (Strong Buy), indicating strong momentum. Despite these growth indicators, FLR is noted for its attractive valuation, evidenced by a low Price-to-Sales ratio of 0.44.
Copart, Inc. (CPRT) Shares Fall Even as Market Advances: Key Points to Consider
Copart, Inc. (CPRT) shares declined by 1.68% during the recent trading session, underperforming the broader market which saw gains. Over the last month, the stock has fallen 11.5%, significantly more than its sector and the S&P 500. Analysts anticipate unchanged EPS for the upcoming quarter and slight decreases in EPS and revenue for the full fiscal year for Copart, which currently holds a Zacks Rank of #4 (Sell).
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.
Capped equity‑linked Notes (ATMP) from Barclays (ATMP) — 60.65% upside cap
Barclays is offering Capped equity-linked Notes (ATMP) with a maximum return of 60.65% over a term from April 2026 to April 2031, linked to a basket of 10 equally weighted equity components including AAPL, AMZN, and MSFT. These principal-linked notes offer full principal repayment if the basket's performance is flat or negative, but cap upside gains. Investors should be aware of the creditworthiness of Barclays and the potential exercise of U.K. Bail-in Power.
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.
Alphabet (NASDAQ:GOOGL) Stock Price Up 1.4% - Time to Buy?
Alphabet (NASDAQ:GOOGL) shares rose 1.4% to around $300 during mid-day trading on Monday, with analysts maintaining a "Moderate Buy" consensus and an average price target of $367.33. The company recently reported an earnings beat with Q4 EPS of $2.82 and revenue of $113.83 billion, alongside declaring a $0.21 quarterly dividend. Insider activity saw sales by a director and a major shareholder, while institutional investors slightly increased their holdings.
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.
Tapestry, Inc. Appoints Matt Madrigal to Board of Directors
Tapestry, Inc. (NYSE: TPR) has appointed Matt Madrigal, Chief Technology Officer of Pinterest, Inc. (NYSE: PINS), to its Board of Directors, effective immediately. Madrigal's expertise in technology, e-commerce, and consumer behavior, particularly with younger demographics, is expected to support Tapestry's growth agenda. His appointment expands the board to eleven members, with ten being independent directors.
Tapestry, Inc. Appoints Matt Madrigal to Board of Directors, Effective April 6, 2026
Tapestry, Inc. has appointed Matt Madrigal, Chief Technology Officer of Pinterest, Inc., to its Board of Directors, effective April 6, 2026. This appointment increases the Board's membership to eleven, with ten independent directors. Madrigal brings extensive experience in technology, e-commerce, and consumer behavior, particularly with younger demographics, from his previous roles at Pinterest, Google, Fanatics, Williams-Sonoma, Inc., and eBay.
Corning Inc stock: AI boom drives 50% YTD rally – buy now?
Corning Inc. has seen a significant 50.2% year-to-date rally in 2026, driven by strong demand from AI data centers and major deals with Meta and Apple. The materials company, known for Gorilla Glass and optical fiber, is considered a "pick-and-shovel" play in the AI, 5G, and EV megatrends, offering diversified tech exposure. While recent trading has shown some volatility, analysts remain largely bullish on Corning's earnings potential and long-term growth driven by AI infrastructure buildout.
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.
Ultra Clean (UCTT) Gets Price Target Boost from Oppenheimer and Needham
Oppenheimer and Needham have both raised their price targets for Ultra Clean Holdings, Inc. (UCTT) after the company provided strong guidance and an optimistic outlook. Oppenheimer increased its target to $85 with an Outperform rating, citing CEO James Xiao's "UCT 3.0" plan and an anticipated AI- and memory-driven market cycle. Needham raised its target to $70 with a Buy rating, based on improving customer forecasts and expected wafer fabrication equipment growth.
The Apple App store is seeing an unexpected phenomenon. Is vibe coding behind it?
The Apple App Store saw an 84% increase in new apps in Q1 this year, with a total of 235,800 new additions, following previous declines. This surge is attributed to "vibe coding," a method of using generative AI to write code, making app development faster and more accessible. However, Apple is cracking down on some AI-generated apps due to security concerns, removing several from its store.
Broadcom shares jump on long-term AI chip and networking deals with Google
Broadcom shares rose after agreements with Google were revealed. The agreements include co-development of custom Tensor Processing Units (TPUs) for Google's future AI models and a supply assurance for networking and other components for Google's next-generation AI racks through 2031. This collaboration also extends to third-party AI developers like Anthropic PBC, which will access TPU-based compute capacity through Broadcom, solidifying Broadcom's role in the AI supply chain.
Tech Moves: Microsoft names corporate VP; Amazon exec departs for Google; Zoom names CPO
This "Tech Moves" article details significant personnel changes in the Pacific Northwest tech community. Nadim Abdo has been appointed Corporate VP of Identity & Network Access at Microsoft after 26 years with the company. Russell Dicker, a veteran product lead, has joined Zoom as its Chief Product Officer, coming from Microsoft. Additionally, Ankur Mehrotra departed Amazon after 18 years to become VP and General Manager at Google Cloud in Seattle.
Why EOG Resources (EOG) is Likely to Surpass Earnings Projections Once More
EOG Resources (EOG) is well-positioned to exceed its upcoming earnings projections, building on a strong track record of outperforming analyst expectations. The company boasts a positive Earnings ESP of +5.20% and a Zacks Rank #3 (Hold), indicators that historically lead to positive earnings surprises. Its next earnings report is anticipated on May 5, 2026.
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.
Why APTIV PLC (APTV) is Likely to Surpass Earnings Predictions Once More
Aptiv PLC (APTV) is expected to outperform its upcoming quarterly earnings, building on a consistent track record of exceeding analyst expectations. The company has a positive Zacks Earnings ESP of +1.94% and a Zacks Rank #3 (Hold), indicating a high probability of another earnings beat. Aptiv PLC's next earnings report is anticipated on May 5, 2026.
Five9 Creates Unified Growth Role, Names Jay Lee CMO
Five9 has appointed Jay Lee as its new Chief Marketing & Growth Officer, a newly created role that unifies global marketing, revenue strategy, and operations. This move aims to sharpen Five9's AI-powered customer experience initiatives and align marketing with revenue operations. Lee, previously CMO at Icertis and Avalara, will work with CEO Amit Mathradas to integrate marketing, operations, data, and analytics for more personalized customer experiences.
What Contributed to Ford's US Sales Decline of 9% Y/Y in Q1?
Ford Motor Company experienced a 9% year-over-year decline in U.S. sales for Q1 2026, totaling 457,315 units, with notable decreases in truck, SUV, EV, and hybrid sales. Despite these declines, Ford maintained its leading position as America’s No. 1 truck brand and saw strong performance in specific models like the F-Series, Ford Explorer, and Bronco lineup. The company's financial valuation appears undervalued, and it has outperformed the Zacks Automotive-Domestic industry in the last six months.
[424B2] TORONTO DOMINION BANK Prospectus Supplement
The Toronto-Dominion Bank (TD) is offering Autocallable Contingent Interest Barrier Notes linked to the performance of Amazon.com, Inc. (AMZN), Alphabet Inc. (GOOGL), and Meta Platforms, Inc. (META). These Notes carry a 15.00% per annum contingent interest rate, payable monthly only if all three reference assets are above their 62.30% Contingent Interest Barrier. The Notes may be automatically called if all reference assets meet their 100.00% Call Threshold, but investors risk losing principal if not called and any reference asset falls below its 50.00% Barrier at maturity.
Wolfe Adjusts Price Target on Digital Realty Trust to $211 From $194, Maintains Outperform Rating
Wolfe has increased its price target for Digital Realty Trust (DLR) to $211 from $194, reiterating an Outperform rating. This adjustment reflects a positive outlook on the Specialized REITs company's future performance. The article also provides a brief overview of Digital Realty Trust's business, including its global data center portfolio and upcoming earnings release.
Relationship-building and AI fluency key to closing visibility gap, new report shows
A new report from the Thomson Reuters Institute highlights a significant visibility gap between corporate legal departments and the C-Suite, with GCs perceiving their strategic contributions far more highly than senior executives do. To bridge this divide, the report recommends that General Counsel focus on strengthening internal relationships, communicating legal work in terms of business outcomes, and advancing their teams from basic AI literacy to true AI fluency. These strategies are deemed crucial for legal departments to be recognized as proactive, strategic partners within their organizations rather than mere task executors.
IonQ vs. Rigetti Computing: Which Quantum Computing Stock Has the Edge Now?
Investing in quantum computing involves high risk and reward, with pure-play companies like IonQ and Rigetti Computing offering greater upside potential than diversified tech giants. IonQ leads in accuracy with its trapped-ion technology, while Rigetti focuses on speed with superconducting systems. The article suggests diversifying investments across multiple pure-play companies or through an ETF to mitigate risk in this speculative market.
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.
Invesco QQQ Trust Series 1 (Derivatives) price today, QQQ to USD live price, marketcap and chart
This CoinMarketCap page provides information on the Invesco QQQ Trust Series 1 (Derivatives) price, along with its market capitalization and chart data. As of the time of access, the QQQ token has a total supply of 0, no max supply specified, and a circulating supply of 0, categorized under Tokenized Assets, Tokenized ETFs, and TradFi Assets (Derivatives). The page also features trending real-world assets and cryptocurrencies.
Cullen/Frost Bankers (CFR) is a Great Momentum Stock: Should You Buy?
Cullen/Frost Bankers (CFR) has been identified as a strong momentum stock, holding a Zacks Rank of #2 (Buy) and a Momentum Style Score of B. The article highlights CFR's recent positive price performance compared to its industry and the S&P 500, along with upward revisions in earnings estimates. This analysis suggests CFR is a promising pick for momentum investors seeking near-term gains.
Leo Wealth LLC Invests $1.57 Million in Uber Technologies, Inc. $UBER
Leo Wealth LLC has invested $1.57 million in Uber Technologies, Inc.
