It’s not hyperbole to say NVIDIA Corp. (NASDAQ: NVDA) has made many investors millionaires.
NVDA is up more than 1,300% in the last five years. Go back 10 years, and NVDA has delivered a staggering total return of over 23,800%. That means an investor who put about $3,500 in NVIDIA stock 1.... |
Good MorningMarkets maintained a risk-on posture as AI-driven earnings momentum continued to dominate positioning, with the central tension sitting squarely between near-term valuation and the scope of the AI buildout still ahead. Breadth remains narrow, with leadership concentrated in hyperscalers and semiconductor names, but the underlying tape is strengthening as blended earnings growth rates push into high-double-digit territory, lifted by Amazon, Alphabet, Meta, and AMD.
The labor market reinforced the bull case on the macro side, with April payrolls coming in well above expectations, jobless claims near their healthiest levels of the year, and wage growth accelerating past 4%. That combination supports consumer durability and keeps the expansion narrative intact heading into summer, though traders are tracking this week's CPI print closely, as elevated energy prices are feeding inflationary pressure that could complicate the Fed's path.
On the corporate tape, AMD's blowout quarter was the headline, with its MI450 lineup pointing toward a hub-and-spoke AI architecture that sustains demand for both AMD and NVIDIA products across inference and training workloads.
Cisco will report on Wednesday, with data center networking demand expected to confirm its rally. Monday.com faces an AI disruption overhang, but analysts have lowered the bar enough to make a positive surprise possible when it reports on Monday. Traders are watching NVIDIA's upcoming mid-cycle report, which carries the most weight for resetting full-year estimates across the AI infrastructure trade. Featured: Oracle caught this insider move before the rest of the market (Ad) 
| Industrials | |
It’s not hyperbole to say NVIDIA Corp. (NASDAQ: NVDA) has made many investors millionaires.
NVDA is up more than 1,300% in the last five years. Go back 10 years, and NVDA has delivered a staggering total return of over 23,800%. That means an investor who put about $3,500 in NVIDIA stock 1... Read the Full Story |
| From Our Partners | | Palantir, Micron and SanDisk show how fast a stock can become the trade everyone suddenly wants. That's often when investors make their costliest mistake: arriving after the easy part of the move is gone.
A new premium eBook flags 7 stocks that may be worth knowing about before the broader crowd catches on. You don't need to buy any of them - just knowing what's quietly gaining attention can be useful. | | See the 7 stocks on the watchlist while it's still free |
| Technology | |
Quantum computing earnings season is well underway, with IonQ Inc. (NYSE: IONQ) kicking things off with a Q1 2026 report that surpassed expectations in many ways. This firm set the bar fairly high, particularly with its 755% year-over-year (YOY) revenue growth and notable upward revision to its ful... Read the Full Story |
| Consumer Discretionary | |
Online betting giant Flutter Entertainment (NYSE: FLUT) has been one of the market’s biggest losers for the better part of a year. The stock topped $300 per share in July 2025, hit an all-time high in August, and has since come crashing down. Overall, shares have fallen more than 60% from the Augus... Read the Full Story |
| | Healthcare | |
The One Big Beautiful Bill Act (OBBA), signed into law on July 4, 2025, reshaped the U.S. fiscal landscape.
One of its most publicized provisions is the tax cuts on tips and overtime, which directly put more money into workers' pockets. But while many investors have been looking for that spending ... Read the Full Story |
| Technology | |
When stocks hit all-time highs, investors have to decide whether to let their winners ride or cut back and take profits. The decision usually depends on your risk tolerance and investment timeline, but it's important to evaluate each company individually before making buy or sell decisions. And in ... Read the Full Story |
| From Our Partners | | The biggest AI stocks like Nvidia, CrowdStrike, and Palantir now trade for hundreds of dollars a share. One fund owns them all for just $38 a share.
This fund distributes income every Thursday, with a 34 percent annualized distribution rate, even though none of the underlying AI stocks pay dividends on their own.
Tim Plaehn breaks down exactly how the fund works in a free video presentation. | | Watch the free video to see how the fund works |
| Markets | |
Data center business is once again booming, and investors are busy searching for ways to capitalize on a rally that has now extended into several quarters, despite some hiccups along the way. While companies building and operating data centers are a natural target for investors, an area that may ge... Read the Full Story |
| Finance | |
The stock market is hitting new all-time highs, and Berkshire Hathaway is building a cash fortress. That tension tells investors something important about where we are in this cycle.
James Early, founder of Curia Financial and a longtime Buffett follower, attended the Berkshire Hathaway annual meet... Read the Full Story |
| Markets | |
It has been a tumultuous few months for gold, as the iconic safe-haven metal started the year by ascending to all-time highs but has since had plenty of ups and downs.
President Trump's nomination of Kevin Warsh to the position of chairman of the Federal Reserve Board, the ongoing war in Iran, and ... Read the Full Story |
| Industrials | |
The U.S. dollar index (DXY) is down about 10% since it reached $109.64 in early January 2025. As of May 6, the greenback is trading at a level that investors haven’t seen since 2022. It’s important for investors to answer two questions. Why is it happening and how can they profit from this move?
Th... Read the Full Story |
| Utilities | |
Utilities like water companies are highly regulated industries. This usually keeps growth-oriented investors looking for other options. But in the last few years, several catalysts have made water infrastructure stocks attractive growth targets.
The long-term case started earlier this decade. In it... Read the Full Story |
| Monday's Early Bird Stock Of The Day D.R. Horton, Inc. operates as a homebuilding company in East, North, Southeast, South Central, Southwest, and Northwest regions in the United States. It engages in the acquisition and development of land; and construction and sale of residential homes in 118 markets across 33 states under the names of D.R. Horton, America's Builder, Express Homes, Emerald Homes, and Freedom Homes. The company constructs and sells single-family detached homes; and attached homes, such as townhomes, duplexes, and triplexes. It also provides mortgage financing services; and title insurance policies, and examination and closing services, as well as engages in the residential lot development business. In addition, the company develops, constructs, owns, leases, and sells multi-family and single-family rental properties; and owns non-residential real estate, including ranch land and improvements. It primarily serves homebuyers. D.R. Horton, Inc. was founded in 1978 and is headquartered in Arlington, Texas. | Should I Buy D.R. Horton Stock? DHI 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 D.R. Horton was last updated on Thursday, October 01, 2026 at 7:28 PM.
D.R. Horton Bull Case -
D.R. Horton, Inc. recently raised its 2026 share repurchase guidance by 30%, signaling management's confidence in the company's financial strength and commitment to returning capital to shareholders despite ongoing housing market headwinds.
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The company demonstrated strong operational performance in its most recent quarter, reporting earnings per share of $3.20, which exceeded the analyst consensus estimate of $3.02, indicating that D.R. Horton, Inc. is effectively managing costs and maintaining profitability even in a challenging environment.
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With a current stock price of $137.02, D.R. Horton, Inc. trades at a P/E ratio of 13.00, which is relatively low compared to broader market averages, suggesting that the stock may be undervalued relative to its earnings potential and offering a margin of safety for value-oriented investors.
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Short interest in D.R. Horton, Inc. has decreased significantly over the past several months, dropping from approximately 17.1 million shares in late February to 9.9 million shares by mid-September, which suggests that bearish sentiment is fading and that short sellers are covering their positions.
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Institutional investors continue to show interest in the company, with new positions established by funds such as Nykredit A S, which acquired 88,839 shares valued at approximately $14.47 million during the second quarter, indicating that large institutional players are seeing value in D.R. Horton, Inc.
D.R. Horton Bear Case -
Analysts have recently lowered price targets for D.R. Horton, Inc., with Keefe, Bruyette & Woods cutting its target from $167.00 to $160.00 and Truist Financial reducing its target from $150.00 to $140.00, reflecting concerns about future earnings potential and market conditions.
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The consensus rating for D.R. Horton, Inc. remains "Hold" with an average price target of $165.25, which is only slightly above the current stock price of $137.02, suggesting limited upside potential and a cautious outlook from the broader financial community.
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Revenue growth for D.R. Horton, Inc. has been stagnant or negative in recent quarters, with year-over-year revenue growth at 0.0% in the most recent quarter and -2.3% in the previous quarter, indicating that the company is struggling to grow its top line in the current market environment.
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There are concerns about rising mortgage rates, with some economists warning that 30-year fixed mortgage rates could spike to 9% if inflation reaccelerates, which would severely paralyze housing activity and negatively impact D.R. Horton, Inc.'s demand for new homes.
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D.R. Horton, Inc. has a beta of 1.35, indicating that its stock is more volatile than the overall market, which could lead to larger price swings and higher risk for investors, especially during periods of economic uncertainty or market downturns.
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