Inflation remains stubbornly persistent, which means commodities have had staying power as well. Add to their hedging properties other factors such as constrained supply in many key areas, a massive geopolitical upheaval, and soaring demand for essential metals for AI infrastructure and electrifica....
Good MorningU.S. stocks finished with back-to-back losses Monday as the Dow, S&P 500, and Nasdaq all closed lower. Investors weighed rising oil prices, elevated Treasury yields and renewed geopolitical uncertainty tied to Iran, while higher rates continued to pressure housing-related shares, as higher rates can translate into higher mortgage costs.
Technology and AI-linked stocks traded unevenly. Marvell rallied alongside other semiconductor names as optimism about AI infrastructure supported chip shares, while Microsoft declined, weighing on the Dow. AXT advanced on demand for indium phosphide substrates used in AI data-center infrastructure, and Cerebras surged as investors focused on fast-growing inference demand and its major relationship with OpenAI. NVIDIA also remained in focus after announcing a partnership with SB Energy at the PORTS-Pike Technology Campus in Ohio, with OpenAI as the customer.
Google won a $10 million bankruptcy auction for Spirit Airlines’ internal corporate data and custom software, with reports saying the purchase excludes customer and credit-card information. Separately, SpaceX drew attention after Harvard disclosed a large stake in the privately held company. Investors are also preparing for earnings from Home Depot and Lowe’s, with options markets signaling potentially meaningful post-report stock moves. Featured: Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad) 
|
Markets |
|
Inflation remains stubbornly persistent, which means commodities have had staying power as well. Add to their hedging properties other factors such as constrained supply in many key areas, a massive geopolitical upheaval, and soaring demand for essential metals for AI infrastructure and electrifica... 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 |
|
Markets |
|
The shift toward actively managed exchange-traded funds (ETFs) is showing no signs of stopping, a signal that investors are increasingly willing to hand over control of their portfolios to fund managers that are not following an index-based approach. Certainly, passive index ETFs still dominate whe... Read the Full Story |
|
Markets |
|
As the market caps of hyperscalers and AI stocks increasingly dominate market-cap-weighted index funds, the once tried-and-true approach to portfolio diversification may fail to provide investors with what it had promised in the past. Today, the top 10 holdings in the S&P 500 account for nearly... Read the Full Story |
|
From Our Partners |
|
Keith Kaplan, CEO of TradeSmith, has spent more than $17 million studying AI since 2022. He says a major shift in the AI market is approaching, and time is short to prepare.
Kaplan points to August 31st as a key turning point for AI investing. He argues the next phase will separate winners from losers, and reveals what he's watching instead of big names like Nvidia. |
| See Keith Kaplan's full AI market briefing before August 31st |
|
Consumer Discretionary |
|
Birkenstock Group AG (NYSE: BIRK) reported its third-quarter earnings for its fiscal year 2026 (FY2026) on Aug. 13 and showed that consumers are still willing to pay for the brands they love. The company beat on the top line, with revenue of €719.53M ($834 million), ahead of expectations of €713.54... Read the Full Story |
|
Technology |
|
If there's one thing that proponents of D-Wave Quantum Inc. (NASDAQ: QBTS) are likely to keep in mind after the latest round of industry earnings reports, it's that quantum computing stocks seem never to move in straight lines. A tremendous rally in QBTS last fall eventually gave way to declines e... Read the Full Story |
|
|
|
Technology |
|
Insider buying isn’t the signal it used to be, with strict laws governing insider activity and trades often executed through prearranged plans, but Taiwan Semiconductor (NYSE: TSM) is sending a classic signal. Insiders aren't just buying; their purchases are picking up speed in early Q3, and in man... Read the Full Story |
|
Technology |
|
Despite pressure on the AI space weighing on technology stocks, CrowdStrike Holdings Inc. (NASDAQ: CRWD) stands out as one of the most-upgraded stocks by analysts in recent periods. This makes sense: shares of CRWD have almost doubled year to date (YTD) and the company is enjoying major partnership... Read the Full Story |
|
Industrials |
|
If the last five years have taught investors anything, it’s that money is mobile. Beginning in 2020, many Americans have moved from one state to another for a variety of reasons. That shift is evident in the performance of companies in the moving trade. These stocks tend to do well in three specifi... Read the Full Story |
|
Finance |
|
One of the biggest talking points of the year has been the artificial intelligence (AI) trade and the volatility surrounding it. Whilst that has grabbed most of the attention and headlines, there has been a far quieter strategy that is often overlooked but remains relevant and continues to reward p... Read the Full Story |
|
Technology |
|
Early August brought the latest round of earnings reports for quantum computing companies, along with a chance for investors to see if any pure-play firms have begun to differentiate themselves from the competition. Results were uneven across the industry, with firms like IonQ Inc. (NYSE: IONQ) get... Read the Full Story |
|
Tuesday's Early Bird Stock Of The Day Cisco Systems, Inc. designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable con... |
Should I Buy Cisco Systems Stock? CSCO Bull and Bear Case ExplainedThese insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Cisco Systems was last updated on Friday, August 14, 2026 at 6:09 PM. Cisco Systems Bull Case
- Cisco has demonstrated strong financial performance, with a recent quarterly revenue of approximately $17.25 billion, surpassing analyst expectations, indicating robust demand for its products and services.
- The company has a solid return on equity of 28.44%, reflecting effective management and profitability, which can be attractive to investors looking for efficient capital use.
- Cisco returned $3.2 billion to shareholders in the last quarter through dividends and share repurchases, showcasing its commitment to returning value to investors.
- Analysts have recently upgraded their ratings on Cisco, with several firms increasing their price targets significantly, suggesting positive market sentiment and potential for stock price appreciation.
- The current stock price is around $123.14, which is considered reasonable given the company's strong fundamentals and growth prospects in networking and cybersecurity solutions.
Cisco Systems Bear Case
- Despite strong revenue growth, Cisco faces intense competition in the technology sector, particularly in areas like cybersecurity and cloud services, which could impact its market share.
- The company's net margin of 20.14% may indicate that while it is profitable, there could be pressures on profitability due to rising operational costs or pricing strategies in a competitive landscape.
- Market volatility and economic uncertainties could affect Cisco's stock performance, as technology stocks can be particularly sensitive to broader market trends.
- While Cisco has a strong dividend policy, any future cuts or changes to its dividend strategy could negatively impact investor sentiment and stock price.
- Analyst forecasts for earnings per share suggest moderate growth, which may not meet the high expectations set by recent performance, potentially leading to disappointment among investors.
|
| View Today's Stock Pick |
|
|
|
0 Response to "🐤 This ETF Is Outperforming by Avoiding the S&P 500’s Biggest Problem"
Post a Comment