Materials | | Scotts Miracle-Gro Rises After Guidance Update
It was just two weeks ago that analysts at Raymond James gave Scots Miracle-Gro (SMG) a double-downgrade from Strong Buy to Market Perform. According to them, the bull-case inspired by the pandemic was largely played out and the valuation was high. Ana... Read the Full Story |
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From Our Partners | | Nvidia. Palantir. CrowdStrike. Investors keep hunting for the next big AI winner.
Tim Plaehn, Chief Income Strategist at Investors Alley, points to a different route: a single 38 dollar fund that owns dozens of AI stocks and pays income every Thursday.
At its current distribution rate, that could mean as much as 1,051 dollars a month from a portfolio built around AI companies that pay little or no dividend on their own. | | See how the 38 dollar Thursday income fund works |
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Markets | | Computer peripheral device and accessories maker Logitech International (NASDAQ: LOGI) shares have been scorching to new all-time highs as a beneficiary of the shelter-in-place mandates to curb the spread of COVID-19. This spurred an unprecedented demand surge for computer accessories as consumers u... Read the Full Story |
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Markets | |
The cruise line market may well be the single hardest-hit market in the whole history of the coronavirus outbreak. With ships full of sick people trying frantically to find docking berths and the idea of actually going on a cruise now about as palatable to some as going on safari wearing a suit ma... Read the Full Story |
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From Our Partners | | Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, a sign of where AI infrastructure spending is heading next.
Anthropic remains private, but one publicly traded vehicle holds it as its largest position, alongside stakes in Databricks and Anduril. It trades through any standard brokerage account. | | Learn more about this ticker before the next headline hits |
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Markets | |
We know, if only anecdotally, that people watched a great whopping lot of streaming video during the coronavirus pandemic. Still are, in more than a few places where the lockdowns are still pretty close to where they were all through April. But a look at the overall streaming video market suggests... Read the Full Story |
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Markets | | For-profit hospital operator HCA Healthcare (NYSE: HCA) shares have been riding the coattails of the rally in the healthcare sector and the S&P 500 index (NYSEARCA: SPY) . Shares have nearly doubled off its March 2020 pandemic lows near the $58.37 Fibonacci (fib) level. However, a further look i... Read the Full Story |
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From Our Partners | | SpaceX's IPO raised approximately $85.7 billion in gross proceeds. Days later, the company revealed its combined chip demand with Tesla could exceed one terawatt of compute, far beyond current global supply.
One small public company has built a dinner-plate-sized AI chip designed to sidestep traditional GPU architecture, potentially positioning it as a target for Musk's expanding compute needs.
A January 1, 2027 defense-sourcing restriction on strategic materials adds urgency to the timeline. | | See the tiny AI stock inside Elon Musk's supply gap |
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Markets | | Discounters Win In The Rush To Pantry-Load
It’s no secret the pandemic spurred a round of pantry-hoarding the likes of which we’ve never before seen. Staples giant and dividend powerhouse Clorox (CLX) said demand increases for some of its products topped 500% and that is no joke. 500%. ... Read the Full Story |
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Markets | |
With restaurant dining rooms only just starting to come back in a lot of places—some have been open for most of a month in at least some capacity—one thing was clear: when the going gets tough, America gets take-out. And take-out pizza was a very big deal in the last month, as reported... Read the Full Story |
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Markets | | Shares of the enigmatic athleisure brand Under Armour (NYSE: UAA) (NYSE: UA) have been in a downtrend since peaking in July 2019 at $27.72 on the heels of its last upbeat earnings report. Management ate crow in the following quarters as they missed guidance and continued to lose credibility with shr... Read the Full Story |
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Markets | | It’s Not Consensus That Matters
Autozone (AZO) made headlines this morning after it reported consensus-beating results for the calendar 1st quarter. While a consensus beat is a great thing, it does not make a stock a buy, especially if the outlook for future growth is in peril. In the case of... Read the Full Story |
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Markets | | Fantasy sports betting platform Draft Kings (NASDAQ: DKNG) shares have accelerated as a pandemic beneficiary play. The absence of live sports events has caused fans to embark upon fantasy sports to meet their fix with the potential to win cash and prizes. Stay-in-shelter isolation mandates generated... Read the Full Story |
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The Early Bird Stock Of The Day Manhattan Associates, Inc. develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations. It offers Warehouse Management Solution for managing goods and information across the distribution centers; Manhattan Active Warehouse Management, a cloud native and version less application for the associate; and Transportation Management Solution for helping shippers navigate their way through the demands and meet customer service expectations at the lowest possible freight costs; Manhattan SCALE, a portfolio of logistics execution solution; and Manhattan Active Omni, which offers order management, store inventory and fulfillment, POS, and customer engagement tools for enterprises and stores. The company also provides inventory optimization and allocation solutions; technology platform including Manhattan Active Platform solutions, a cloud-native product designed to provide version-less product access; maintenance services, which offers on-premises software licensees with software upgrades for additional or improved functionality and technological advances; and professional services, such as solutions planning and implementation, and related consulting services. In addition, it provides training and change management services; and resells computer hardware, radio frequency terminal networks, radio frequency identification chip readers, bar code printers and scanners, and other peripherals. The company offers products through direct sales personnel and partnership agreements with various organizations. It serves retail, consumer goods, food and grocery, logistics service providers, industrial and wholesale, high technology and electronics, life sciences, and government industries. The company operates in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Manhattan Associates, Inc. was founded in 1990 and is headquartered in Atlanta, Georgia. | | View Today's Stock Pick |
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