The Stock Market Looks Shaky Right Now. History Says Dividend Growth Stocks Are Exactly What You Want to Own.
The stock market is on shaky ground right now. The 10-year Treasury is at its highest level since 2007, oil is in triple digits, inflation remains high, and AI companies are warning of a potential spending slowdown. These concerns have caused stock market volatility to increase over the past week.
However,
What History Reveals About Stock Market Crashes During Presidential Transitions
Key Points
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Research from Citizens Bank shows that the S&P 500 tends to gain similar returns no matter which party is in the White House.
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The Vanguard S&P 500 ETF has delivered 15% annualized returns for the past 16 years across four different presidencies.
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Read MoreCVS Trading Well Below Wall Street Targets After Month’s Softening Creates Opening
Quick Read
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CVS trades near $94, a 19% discount to the $116 average analyst target and 50% below the model’s $141 base-case price.
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Management raised 2026 adjusted EPS guidance to a range of $7.90 to $8.10, and Q2 earnings beat consensus by 38%,
Yardeni Cuts S&P 500 Year-End Target to 7,900 as Bond Yields Hit 17-Year High
TLDR
- Ed Yardeni cut his year-end S&P 500 target from 8,400 to 7,900, citing rising bond yields and Middle East tensions
- The 10-year Treasury yield briefly broke above 5% for the first time since 2007
- Yardeni raised his recession probability to 30% from 20% over the next three to six months
- Wells Fargo also cut its year-end S&P 500 target,
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Read MoreNot Nvidia. Not Micron. Meet the AI Infrastructure Stock That Could Triple in Just 3 Years
The artificial intelligence (AI) infrastructure boom has supercharged Nvidia and Micron Technology‘s growth in recent years, as both companies sell mission-critical chips deployed in AI data centers for model training and inference.
Not surprisingly, investments in Nvidia and Micron have been highly lucrative for investors.
The Burst
Under-the-Radar Australian Stock Up 62%, Now What?
Boasting an impressive 62% gain in its stock price this year, Atlassian has become the darling of investors with an affinity for enterprise software. The Ozzie company seems to be back in vogue, buoyed by rejuvenated revenue growth.
So, is there more juice to squeeze out of this tasty stock?
Read MoreThe Ivy
1 Under-the-Radar AI Stock Set To Soar
In a move that has piqued the interest of many investors, Nancy Pelosi, the former Speaker of the U.S. House of Representatives, recently purchased call options on Broadcom.
Her stake, valued at somewhere between $1 million and $5 million, is a significant vote of confidence from a well-connected political figure. It also raises the question,
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