This article first appeared on GuruFocus. Dell Technologies (NYSE:DELL) shares slid about 7% Thursday morning, extending Wednesday’s selloff after Barclays questioned whether AI-server demand can justify the stock’s rally. Barclays analyst Tim Long lowered Dell to Equal Weight from Overweight and cut his price target to $574 from $603. He also downgraded Hewlett Packard Enterprise

Quick Read DraftKings has cratered 44% in 2026 to $19.14 as exchange-based prediction markets steal sports betting share without the licensing costs that burden DKNG. Flutter stock’s 65% collapse dwarfs MGM’s softer 20% drop, exposing pure-play sportsbook operators as the hardest-hit names in gambling. Whether DraftKings’ share of betting handle stabilizes against exchange platforms is

Image from Pixabay American Airlines (AAL) stock has lost 24.4% since July 16, against a 2.7% gain for the S&P 500. The carrier trails Delta and United on profit, and executives cut their 2026 earnings outlook again in July, citing higher fuel costs. Yet the airline is chasing higher-spending travelers with more premium seats. Investors

The steady drip of Tesla (TSLA) and SpaceX (SPCX) merger talk is increasing, and this time it’s coming from a Wall Street bank. In a note to clients on Wednesday, Barclays analyst Dan Levy said a tie-up “has increasingly become the consensus expectation.” He pointed to media reports and to Elon Musk’s own public hints.

It’s not unreasonable to be jittery about the stock market these days. The S&P 500 has posted double-digit gains in six out of the past seven full years — and it was recently up 15% year to date — so a pullback this year or next is very possible. Given that, how should you invest?

Quick Read Cipher Digital (CIFR) and Applied Digital (APLD) each dropped 6% as rising financing costs punish data center builders borrowing ahead of rent revenue. The Global X Data Center ETF (DTCR) fell just 1% versus the S&P 500’s 0.3% dip, confirming the selloff targets leveraged builders, not the broader sector. Cipher Digital’s Barber Lake

Quick Read COHR fell 21% in one week and sits 40% below its 52-week high, while Wall Street’s average target implies 57% upside. FN and LITE sold off alongside Coherent, but Fabrinet carries the group’s deepest discount at 87% implied upside versus Lumentum’s 31%. CEO confirmed fiscal 2027 is completely booked with orders extending into

Quick Read Paychex (PAYX) raised its quarterly dividend 10% to $1.19, delivering a 4.4% yield backed by $2.56B in operating cash flow that covers payouts at a 63% ratio. ADP pairs big dividends with buybacks, while Paycom funds $345M in repurchases with new debt, making Paychex the only one centering capital returns on dividend growth.

Nvidia (NVDA) CEO Jensen Huang is unlikely to ignore the building pressure on CoreWeave’s (CRWV) stock price and bond values. The simple reason why is that he can’t look the other way given how intertwined Nvidia is with the most well-known — and debated — neocloud. For one, in January of this year Nvidia announced

The S&P 500 has been climbing in recent years, reaching multiple record highs, and the momentum has generally continued in 2026. If we look at the past three calendar years and add in the performance this year so far, the gain totals 100%. And one thing in particular has fueled this movement: investors’ excitement about

Quick Read Lumentum (LITE) turned a $1,000 investment into $22,715 over 10 years, a 2,171% return dwarfing the S&P 500’s 262%. AI hyperscalers replaced Apple (AAPL) Face ID as Lumentum’s growth engine, pushing Q4 revenue up 109% year over year to $1.01 billion. Nearly all decade-long gains arrived in the past 12 months, yet the

Oura IPO oversubscribed Wall Street stock market trading floor. Photo by BeInCrypto Warburg Pincus CEO Jeffrey Perlman, whose private equity firm backs more than 200 portfolio companies, says investors see public markets as one concentrated, correlated bet. He argues that pushes capital toward private assets. The pitch comes from a firm that calls the initial

Bond yields are going up. Along with a recent Federal Reserve hike in short-term interest rates in September, longer-term U.S. Treasury bond yields recently reached their highest levels in decades. Yields for the 10-year and 30-year bonds are both at their highest since 2002, at well over 5%. Missed Nvidia in 2009? This Rare Signal

Image from Pixabay Shares of Cipher Digital (CIFR) fell 12.8% on October 13, 2026, on a day the S&P 500 finished flat. Investors were evaluating a plan to raise $850 million through convertible notes that could eventually become shares. Cipher is taking on this debt to fund data center construction. During the second quarter of

The firm believes the sector’s tough year will continue and does not “see the trend reversing anytime soon.” The Financial Select Sector SPDR Fund has gained just 0.76% year-to-date, while the SPDR S&P 500 ETF Trust has surged nearly 14% higher in the same time. However, the analyst said the market has likely overreacted to