Wall Street often prices Qualcomm Incorporated (NASDAQ: QCOM) through the lens of cyclical smartphone upgrade patterns, overlooking the transformation unfolding across its product portfolio. By pairing its two-nanometer AI phone chips with the purchase of PickNik Robotics, Qualcomm is systematicall.... |
Good MorningU.S. stocks sold off sharply Wednesday as Treasury yields climbed above 5%, with the Dow shedding more than 350 points and the Nasdaq ending notably lower. Higher borrowing costs weighed on rate-sensitive growth shares, including interactive media and space-related names, while Bitcoin fell below $85,000 amid the broader risk-off move.
Inflation concerns remained central to the market backdrop. McDonald’s CEO said the company does not expect near-term relief from inflation, while record diesel prices could further raise grocery costs as Thanksgiving approaches. Rising government debt costs also underscored investors’ concerns about persistently elevated yields.
Corporate developments brought mixed signals. Stitch Fix reported quarterly revenue growth and a sharply narrower loss, while H.B. Fuller posted 5.2% revenue growth. In technology, UBS initiated Buy coverage on several AI data-center companies, citing tight compute supply and power access. Meta continued to draw bullish attention around its Muse AI agent, while NVIDIA remained in focus through its involvement with emerging AI companies. Featured: Arizona Gold Explorer Nears First-Ever Resource Estimate (Ad) 
| Technology | |
Wall Street often prices Qualcomm Incorporated (NASDAQ: QCOM) through the lens of cyclical smartphone upgrade patterns, overlooking the transformation unfolding across its product portfolio. By pairing its two-nanometer AI phone chips with the purchase of PickNik Robotics, Qualcomm is systematicall... Read the Full Story |
| From Our Partners | | Barrick Mining has spent decades building one of the world's great gold districts in Nevada, anchored by Fourmile, Goldrush, and Cortez Hills, a region that could hold as much as 60 million ounces of gold.
Bordering Fourmile and less than a mile from Goldrush sits a little-known explorer now moving from historical data toward active exploration, setting targets and preparing for a maiden drilling program.
With gold trading near record highs, this could be a pivotal stage for an overlooked name in the district. | | See why this overlooked gold explorer could be entering its most important stage |
| Technology | |
Despite all the money pouring into the artificial intelligence boom, it feels like only a small handful of names have been consistent winners.
Plenty of companies quietly making that boom possible have been overlooked, their shares languishing while the giants soar. Ciena Corporation (NYSE: CIEN) ... Read the Full Story |
| Energy | |
Nearly a year ago, Energy Transfer (NYSE: ET) announced a change in strategy that might have looked like a retreat. Today, it looks a lot less like one.
The diversified midstream energy partnership has seen its distributable cash flow soar, its earnings jump, revenue rise 79%, and its dividend yiel... Read the Full Story |
| From Our Partners | | Elon Musk quietly filed a document with the federal government tied to artificial intelligence, one of the largest markets in the world.
James Altucher, who previously flagged Nvidia in 2008 and Bitcoin in 2013, says the filing could rival Tesla, SpaceX and xAI combined.
Few investors know this filing exists, but that is expected to change quickly. | | Click here to see details on Elon Musk's newest AI filing |
| Healthcare | |
Viking Therapeutics (NASDAQ: VKTX) stock jumped 36% on Sept. 22. The catalyst was new maintenance data for VK2735, its GLP-1/GIP obesity candidate, which showed that patients maintained most of their weight loss after switching from weekly shots to every-other-week or monthly dosing.
Investors sho... Read the Full Story |
| Materials | |
Gold and interest rates tend to move in opposite directions. Higher interest rates are bullish for the dollar, raising the appeal of yield-bearing assets like bonds, making gold, which pays no yield, less attractive.
Gold's initial reaction to the Fed's latest rate hike followed the old script alm... 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 |
| Consumer Discretionary | |
Thor Industries (NYSE: THO) is not an exciting stock, but that lack of excitement is what makes it such a good one to buy and hold. Beyond its core business of manufacturing RVs, Thor Industries drives consistent cash flows that sustain balance sheet health while paying dividends and buying back sh... Read the Full Story |
| Industrials | |
Modern military strategy is shifting from multi-hundred-million-dollar manned aircraft to mass-manufactured autonomous systems and stand-off strike capabilities. While flight software and composite airframes have advanced quickly, turbine engine production has remained a critical bottleneck. Jet en... Read the Full Story |
| Technology | |
Flash memory producer Sandisk Corp. (NASDAQ: SNDK) officially entered the S&P 100 this week, another accolade for the soaring stock and a move that puts it alongside some of the market’s most prominent megacaps. Inclusion in major indices like the S&P 100 brings prestige, but it also means ... Read the Full Story |
| Technology | |
Monetizing AI matters for many reasons, including recapturing hundreds of billions in infrastructure spending, advancing technology, and, of course, profits. The problem is that AI monetization is a tightrope walk between upfront costs, the need for research, and adoption, and adoption may be the g... Read the Full Story |
| Markets | |
The quantum computing industry is evolving quickly. Hundreds of millions of dollars in government funding are in play, and quantum firms are making rapid pivots into industries ranging from defense to software and beyond.
Newer entrants to the space, like French firm Pasqal (NASDAQ: PSQL), face a ... Read the Full Story |
| Thursday's Early Bird Stock Of The Day The Home Depot, Inc. operates as a home improvement retailer in the United States and internationally. It sells various building materials, home improvement products, lawn and garden products, and décor products, as well as facilities maintenance, repair, and operations products. The company also offers installation services for flooring, water heaters, bath, garage doors, cabinets, cabinet makeovers, countertops, sheds, furnaces and central air systems, and windows. In addition, it provides tool and equipment rental services. The company primarily serves homeowners; and professional renovators/remodelers, general contractors, maintenance professionals, handymen, property managers, and building service contractors, as well as specialty tradesmen, such as electricians, plumbers, and painters. It sells its products through websites, including homedepot.com; homedepot.ca and homedepot.com.mx; blinds.com, justblinds.com, and americanblinds.com for custom window coverings; thecompanystore.com, an online site for textiles and décor products; hdsupply.com for maintenance, repair, and operations (MRO) products and related services; and The Home Depot stores. The Home Depot, Inc. was incorporated in 1978 and is headquartered in Atlanta, Georgia. | Should I Buy Home Depot Stock? HD 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 Home Depot was last updated on Wednesday, September 23, 2026 at 6:14 PM.
Home Depot Bull Case -
Home Depot recently reported strong financial performance, beating consensus estimates with an earnings per share of $4.92 for the quarter, which exceeded the expected $4.73, and revenue of $47.86 billion, surpassing the consensus of $47.24 billion, demonstrating the company's ability to outperform market expectations and drive shareholder value.
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The stock is currently trading at $296.78, which is significantly below the average analyst price target of $375.18, suggesting substantial upside potential as the market may be undervaluing the company's long-term growth prospects and operational strengths.
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Home Depot is strategically positioned to benefit from a potential housing market recovery, as lower mortgage rates or improved housing turnover could stimulate remodeling and repair spending, providing a significant catalyst for increased sales and profitability in the coming periods.
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The company's investments in its Pro business, including expanded product selection and improved delivery capabilities, are reportedly producing positive comparable sales and supporting larger-ticket purchases, which enhances its competitive advantage and revenue growth from professional customers.
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Home Depot offers a compelling dividend yield of 3.14%, providing investors with a steady income stream and a cushion against market volatility, which is particularly attractive in the current economic environment where income-generating assets are in demand.
Home Depot Bear Case -
Home Depot's CFO has warned that the U.S. housing market is effectively "frozen," with key activity metrics at historic lows due to high mortgage rates and limited affordability, which is delaying home moves and reducing demand for discretionary renovations, posing a significant risk to the company's core business.
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Consumers are reportedly postponing large projects and focusing on essential repairs due to financial pressures, which threatens Home Depot's higher-margin, big-ticket sales and could lead to a decline in overall revenue and profitability as discretionary spending remains subdued.
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The stock has experienced a notable decline, trading down 2.8% to $296.78, and is currently below its 50-day moving average of $329.85 and 200-day moving average of $330.10, indicating a bearish technical trend and potential continued downward pressure on the share price.
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Recent insider selling activity, including significant share sales by the CFO and other executives, may signal a lack of confidence in the company's near-term prospects or a desire to lock in gains, which could negatively impact investor sentiment and stock performance.
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Tariff refunds, while potentially providing some relief, may have limited impact on consumer demand and pricing benefits, as shoppers have already absorbed part of the earlier tariff-related costs, which could constrain the company's ability to improve margins and stimulate sales growth.
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