Love it or hate it, the cold weather is on its way. However, thinking like an investor, there’s an opportunity to invest in several companies whose revenues and earnings heat up when consumers get cold.
Retail stocks have been out of favor as even higher-income consumers look to make their .... |
Good MorningStocks pulled back last week as expectations for a December Fed rate cut faded. The S&P 500 slipped about 1%, led by modest declines in names like NVIDIA, Tesla, and JPMorgan. But this looks more like rotation than retreat, with defensive sectors such as Consumer Staples and Healthcare picking up the slack.
AI demand continues to drive markets behind the scenes. Micron and Samsung are raising DRAM prices amid tight supply—another sign of expanding AI infrastructure. That theme takes center stage this week with NVIDIA’s earnings. Wall Street expects a 57% jump in revenue, and strong results could trigger another wave of upgrades.
Investors will also be watching a packed retail earnings slate, with reports from Home Depot, Target, TJX, and BJ’s Wholesale offering a read on consumer resilience. Meanwhile, Fed minutes on Wednesday may clarify the central bank’s path forward—even if the data remains incomplete due to the government shutdown. Despite the dip, markets remain near record highs, and long-term tailwinds from tech and AI still dominate the outlook. Featured: BlackRock is hoarding it. JPMorgan is hoarding it. Do you own it? (Ad) 
| Consumer Discretionary | |
Love it or hate it, the cold weather is on its way. However, thinking like an investor, there’s an opportunity to invest in several companies whose revenues and earnings heat up when consumers get cold.
Retail stocks have been out of favor as even higher-income consumers look to make their ... Read the Full Story |
| From Our Partners | | The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings.
Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds.
If any of these are in your portfolio, now is the time to review your positions. | | See the 5 stocks to avoid |
| Consumer Discretionary | |
The Walt Disney Company (NYSE: DIS) stock is down nearly 8% in early trading after a mixed earnings report, reflecting a company that is making progress but facing key structural challenges. Strong performance in its theme park business couldn't fully offset the misses in its linear TV business, e... Read the Full Story |
| Technology | |
Shares of the Magnificent Seven social media giant Meta Platforms (NASDAQ: META) have come under intense pressure lately.
Shares fell by over 11% after the company released its Q3 2025 earnings report. Selling has not let up. Through the Nov. 13 close, shares are down 19% since the company repo... Read the Full Story |
| From Our Partners | | Marc Chaikin, founder of Chaikin Analytics, is flagging a little-known company that just secured a partnership with Nvidia - one he believes positions it ahead of Tesla in the autonomous vehicle race.
With a market-moving announcement expected on July 31st, Chaikin is urging investors to swap overpriced AI stocks for this under-the-radar name before markets open. He's also releasing a free Hotlist and Hitlist of buy and sell ideas for the second half of 2026. | | Get the ticker symbol and full details at no charge today |
| Technology | |
Investors have become conditioned to buy dips in stocks since the Global Financial Crisis, a belief reinforced by the government’s aggressive market support during the COVID-19 pandemic. The 2018 bear market? Buy the dip. A new virus shutting down the economy? Buy the dip. Fed starts raising... Read the Full Story |
| Consumer Discretionary | |
For millions of American families, the Thanksgiving holiday is defined by two traditions: a turkey feast and football. While the on-field rivalries capture the nation's attention, a different kind of competition is taking place on the balance sheets of the companies that broadcast, stream, and fac... Read the Full Story |
| From Our Partners | | Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film.
Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business. | | Watch the full investigation and decide for yourself |
| Technology | | A wave of selling hit the market on Thursday, with the SPDR S&P 500 ETF (NYSEARCA: SPY) closing down 1.66%, its sharpest decline since early October.
The move came just after the government shutdown ended, yet uncertainty only increased. The White House signaled that key October economic report... Read the Full Story |
| Technology | |
While concerns that the AI demand outlook is overblown and players like OpenAI will struggle to meet their commitments regarding GPUs are valid, these are bricks in a Wall of Worry built on a robust demand spike and the foundations of a multi-year memory chip supercycle.
Evidence of the supercy... Read the Full Story |
| Technology | |
Artificial intelligence continues to dominate investor attention—and with good reason. But as valuations swell and pullbacks emerge, smart money is shifting toward the infrastructure names quietly powering the trend behind the scenes.
In a recent conversation with analyst Marc Chaikin of Ch... Read the Full Story |
| Technology | |
Semiconductor giant Broadcom (NASDAQ: AVGO) has had a very strong 2025.
As of the Nov. 13 close, shares have provided a total return of 47% on the year. This handily beats out the 16% return of the S&P 500 Index.
Broadcom is also outperforming the semiconductor industry, as evidenced by th... Read the Full Story |
| Business Services | |
Fintech stock Fiserv Inc. (NASDAQ: FISV) has been going through one of its sharpest selloffs ever. Shares have fallen almost 50% in two weeks, adding to an already horrendous year, and sending the stock back to 2017 price levels. Fiserv shares are now down roughly 70% from March’s all-time h... Read the Full Story |
| Monday's Early Bird Stock Of The Day Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports various comprehensive and integrated solutions, products, and services in the Americas, Europe, the Middle East, Asia, and internationally. The company operates through two segments, Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment provides modern and traditional storage solutions, including all-flash arrays, scale-out file, object platforms, hyper-converged infrastructure, and software-defined storage; and general-purpose and AI-optimized servers. This segment also offers networking products and services comprising wide area network infrastructure, data center and edge networking switches, and cables and optics that help its business customers to transform and modernize their infrastructure, mobilize and enrich end-user experiences, and accelerate business applications and processes; software and peripherals; and consulting, support, and deployment services. The CSG segment provides desktops, workstations, and notebooks; displays, docking stations, keyboards, mice, webcam, and audio devices; and third-party software and peripherals, as well as configuration, support and deployment, and extended warranty services. It is involved in cybersecurity technology-driven security solutions to prevent security breaches, detect malicious activity, respond rapidly when a security breach occurs, and identify emerging threats; originating, collecting, and servicing customer financing arrangements; and the resale of VMware products and services. The company serves enterprises, public institutions, and small and medium-sized businesses through its direct sales channel, value-added resellers, system integrators, distributors, and retailers. The company was formerly known as Denali Holding Inc. and changed its name to Dell Technologies Inc. in August 2016. Dell Technologies Inc. was founded in 1984 and is headquartered in Round Rock, Texas. | Should I Buy Dell Technologies Stock? DELL Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Dell Technologies was last updated on Thursday, July 23, 2026 at 6:08 PM.
Dell Technologies Bull Case -
The company recently reported a significant earnings per share (EPS) of $4.86, which exceeded analysts' expectations by a substantial margin, indicating strong financial performance.
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Revenue for the latest quarter reached approximately $43.84 billion, reflecting an impressive year-over-year growth of 87.5%, showcasing the company's robust market demand.
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Dell Technologies Inc. has established itself as a key player in the AI sector, with recent partnerships aimed at enhancing its AI infrastructure capabilities, positioning it well for future growth.
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The current stock price is around $720, which may present an attractive entry point for investors looking to capitalize on the company's growth trajectory.
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The company has a manageable payout ratio of 20.02%, suggesting that it retains a significant portion of its earnings for reinvestment, which could lead to further growth and shareholder value enhancement.
Dell Technologies Bear Case -
The company has reported a negative return on equity of 366.90%, which may raise concerns about its efficiency in generating profits from shareholders' equity.
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Despite strong revenue growth, the net margin stands at 6.28%, indicating that profitability may not be as robust as desired, which could affect long-term sustainability.
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Market analysts have mixed ratings on the stock, with some downgrading their outlook, which could signal potential volatility in stock performance.
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Recent dividend yields are relatively low at 0.6%, which may not be appealing for income-focused investors looking for higher returns from dividends.
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Increased competition in the technology sector, particularly in AI and cloud services, could pose challenges for Dell Technologies Inc. in maintaining its market share and growth momentum.
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