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Four High-Yield Dividend Stocks for March and Beyond

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Editorial Staff
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For income investors, opportunities abound in dividend stocks that combine attractive yields with long-term growth potential. While the market has been hovering near record highs, a handful of these companies stand out as particularly compelling. Here’s a look at four high-yield dividend stocks worth considering this month, each offering something unique to long-term investors.

Prologis (NYSE: PLD)

“Massive Scale and E-Commerce Tailwinds”

Prologis isn’t just the largest industrial real estate investment trust (REIT)—it’s the largest real estate stock of any kind. With a portfolio of 1.2 billion square feet spanning four continents, Prologis dominates the logistics real estate market. Its top tenants include Amazon, FedEx, Home Depot, and UPS, making it a critical player in the supply chain infrastructure.

Prologis benefits from e-commerce growth, which continues to drive demand for warehouses and distribution centers. Additionally, the company is entering the high-growth data center market, adding another layer of potential. Prologis also boasts a strong track record of profit and dividend growth, supported by a rock-solid balance sheet and efficient capital allocation. For investors seeking stability with growth upside, Prologis is a standout pick.

Realty Income (NYSE: O)

“The Monthly Dividend Machine”

Realty Income has earned its reputation as “The Monthly Dividend Company,” delivering consistent returns over decades. With over 15,000 freestanding properties leased to recession-resistant tenants like Dollar General, Wynn Resorts, and FedEx, Realty Income focuses on retail sectors that are insulated from e-commerce disruption.

The company’s dividend yield currently sits at 5.5%, with payouts made in monthly installments—perfect for income-focused investors. Over its 30 years as a publicly traded REIT, Realty Income has generated an impressive 14.1% annualized return and grown its dividend for 108 consecutive quarters. With a massive $14 trillion global market opportunity still ahead, Realty Income has room to scale and continue rewarding shareholders.

Ally Financial (NYSE: ALLY)

“A Profitable Bank with Auto Lending Expertise”

Ally Financial might not be the flashiest name in banking, but its focus on auto lending and online banking has made it a solid pick for income investors. With an average newly originated auto loan yield of 10.5% and manageable charge-off rates, Ally has built a highly profitable business.

The bank’s deposit costs, currently at 4.2%, are expected to decline as the Federal Reserve eases interest rates, positioning Ally as a beneficiary of the falling-rate environment. Its evolution into a full-service online bank with high-yield savings accounts, CDs, and brokerage offerings adds diversification to its revenue streams. For those with a moderate risk tolerance, Ally’s solid fundamentals and attractive valuation make it worth a closer look.

Toronto-Dominion Bank (NYSE: TD)

“A High-Yield Giant Working Through Challenges”

Toronto-Dominion Bank (TD Bank) has had its share of troubles, including regulatory fines and an asset cap in the U.S. following money laundering issues. These challenges have pushed the stock down by roughly a third since 2022, but they’ve also created an opportunity for long-term investors.

TD Bank’s Canadian operations remain strong, providing a solid foundation while the company works to regain regulatory trust in the U.S. In the meantime, investors can enjoy a historically high 5.2% dividend yield. While near-term earnings may be choppy as the bank adjusts, TD Bank has the financial strength to navigate these headwinds. For patient investors willing to think long-term, this discounted financial giant offers a compelling entry point.

These four high-yield dividend stocks each offer unique strengths, from Prologis’ dominance in logistics real estate to TD Bank’s recovery potential. Whether you’re looking for stability, income, or growth, these picks are worth considering for your portfolio. Remember, the best opportunities often lie in looking beyond the immediate challenges to the long-term potential.

Three Value Stocks That Could Outperform in 2025

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Editorial Staff
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With markets at a potential turning point, value stocks are looking increasingly attractive. Historically, stocks with lower forward price-to-earnings (P/E) ratios have outperformed their pricier counterparts, and analysts believe we’re entering a phase where that trend will resume.

Bank of America’s head of U.S. equity and quantitative strategy, Savita Subramanian, noted that since 1986, value stocks have beaten growth stocks by an average of 4.6 percentage points per year. While expensive growth stocks had the upper hand over the past six months, that dynamic may be shifting. If the Federal Reserve holds steady on interest rates and inflation remains persistent, value could regain leadership.

Below are three undervalued stocks with strong forward earnings yields and catalysts that could drive significant upside.

Charter Communications (CHTR) – Undervalued in Telecom with Improving Trends

Charter Communications has quietly surged 25% over the last year, but analysts still see plenty of room for growth. The stock’s forward earnings yield sits at 10.7%, making it an appealing value play in the telecommunications sector.

One of the biggest concerns for Charter last year was the expiration of the Affordable Connectivity Program (ACP), which provided broadband subsidies for low-income households. However, KeyBanc analyst Brandon Nispel sees subscriber trends improving in 2025, even without ACP. He expects rural broadband additions to accelerate, helping offset any lingering headwinds.

Beyond subscriber growth, Charter’s focus on cost efficiency and EBITDA expansion is another reason to be bullish. Nispel upgraded the stock to overweight in December, with a price target of $500—implying about 39% upside from current levels. With improving broadband trends and underappreciated cost controls, Charter looks like a solid value pick.

First Solar (FSLR) – A Misunderstood Solar Play with Big Upside

Solar stocks have struggled in recent months, but First Solar’s fundamentals remain strong. Shares of the company are up just 1% over the past year, yet it boasts a forward earnings yield of 12.9%, making it one of the cheapest names in the clean energy space.

One of the biggest concerns weighing on First Solar has been the potential expiration of the 45X advanced manufacturing production credit, which provides subsidies for solar manufacturing under the Inflation Reduction Act. However, Mizuho’s Maheep Mandloi believes the market has overreacted to this risk. Even if 45X expires after 2026, Mandloi sees tariffs and improved pricing power helping First Solar maintain profitability.

Mizuho upgraded the stock to outperform from neutral in February and raised its price target to $259 from $218—implying 62% upside from current levels. With strong long-term demand for solar energy and a clearer post-2026 outlook, First Solar looks like an overlooked value play.

CVS Health (CVS) – A Turnaround Story Gaining Momentum

CVS has had a rough year, with the stock down nearly 14% in the past 12 months, but recent developments suggest it may be poised for a comeback. The company’s forward earnings yield sits at 10.7%, and after a strong Q4 earnings report, shares jumped 22% in a single week—a sign that investors are starting to take notice.

One of the biggest changes at CVS has been a leadership overhaul. The company hired David Joyner as CEO of its pharmacy benefits division in October, and analysts see this as a positive step toward stabilizing operations. Cantor Fitzgerald’s Sarah James upgraded CVS to overweight from neutral following its latest earnings, citing increased confidence in a successful turnaround.

James also raised her price target to $71 from $62, about 8% above the stock’s latest close. With cost trends improving and a more capable executive team in place, CVS looks like an undervalued stock with a clear path to recovery.

Final Thoughts

Value stocks are starting to regain favor, and these three names stand out as compelling opportunities. Charter Communications is benefiting from improving broadband trends and cost efficiencies, First Solar has been unfairly punished over subsidy concerns, and CVS is making meaningful progress on its turnaround. With attractive valuations and solid catalysts, these stocks could be well-positioned to outperform in 2025.

Three Strong Conviction Buys for the Week Ahead

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Editorial Staff
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In the ever-shifting landscape of the stock market, separating the wheat from the chaff is no easy feat. It’s a world where the wrong picks can erode your hard-earned gains, but the right ones? They have the power to catapult your portfolio to new heights. With thousands of stocks in the fray, pinpointing those poised for a breakthrough can feel like searching for a needle in a haystack.

This is where we step in. Every week, we comb through the market’s labyrinth, scrutinizing trends, earnings reports, and industry shifts. Our goal? To distill this vast universe of stocks down to a select few – those unique opportunities that are primed for significant movement in the near future.

This week, we’ve zeroed in on three standout stocks. These aren’t your run-of-the-mill picks; they are the culmination of rigorous analysis and strategic foresight. We’re talking about stocks that not only show promise in the immediate term but also hold the potential for sustained growth.

Costco Wholesale (COST) – A Membership Model That Keeps Growing

Costco has built an incredibly durable business by locking in shoppers through its membership model. Unlike traditional retailers, Costco generates a significant portion of its profits from membership fees, allowing it to sell products at razor-thin margins while still delivering strong financial performance.

Over the past decade, the warehouse club retailer has expanded its store count from 663 to 891 locations while nearly doubling its membership base. In that same period, its global renewal rate climbed from 87% to 90.5%, reinforcing the strength of its model.

Costco’s revenue grew at an 8% compound annual growth rate (CAGR) over the last 10 years, and analysts expect continued growth of 7% annually through 2027, with earnings per share (EPS) projected to rise at a 10% CAGR. Despite trading at a high valuation of 52 times forward earnings, Costco’s track record of expansion and strong membership retention make it a stock that could keep delivering for long-term investors.

Salesforce (NYSE: CRM) – Driving AI Integration in Business

Salesforce has become a major player in the AI space, seamlessly integrating AI into its customer relationship management (CRM) tools. The company’s flagship AI product, Salesforce Einstein, is a generative AI tool that enhances productivity and automates tasks for businesses. Additionally, Tableau and MuleSoft provide powerful solutions for data visualization and software integration, making Salesforce a comprehensive platform for businesses embracing AI.

The stock has gained nearly 17% in the last year, and analysts are bullish, with 42 out of 55 giving it a buy or overweight rating. The average price target of $401.36 suggests 26.3% upside potential, while some, like Michele Schneider, see the potential for Salesforce to hit $500, depending on broader market conditions.

For investors who want to ride the AI wave while focusing on a company with an established customer base and cutting-edge tools, Salesforce offers both stability and growth potential.

Brookfield Renewable (NYSE: BEP) – A Dividend Powerhouse in Clean Energy


Brookfield Renewable has carved out a strong position as a global leader in renewable energy. With an impressive track record of growing its dividend at a 6% compound annual rate since 2001, the company aims to continue increasing payouts at an annual rate of 5% to 9%. Currently yielding over 5%, Brookfield offers a compelling mix of growth and income.

What sets Brookfield apart is its extensive portfolio and growth pipeline. The company sells most of its electricity under long-term, inflation-linked contracts, ensuring predictable cash flows. Its pipeline of renewable energy projects and strategic acquisitions is expected to drive more than 10% annual funds from operations (FFO) per-share growth over the next five years. This combination of a reliable dividend and strong growth potential makes Brookfield Renewable a standout in the clean energy space.

Four Investment Gems Warren Buffett Is Betting Big On

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Editorial Staff
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When Warren Buffett adds to Berkshire Hathaway’s portfolio, it’s always worth a closer look. Buffett’s legendary investing success stems from identifying high-quality businesses with strong competitive advantages, disciplined management, and long-term growth potential. With recent SEC filings revealing Berkshire’s latest moves, here are four stocks that Buffett is betting on, each offering unique opportunities for investors.

American Express (NYSE: AXP)

“A Brand That Defines Prestige and Reliability”

American Express has been a cornerstone of Berkshire Hathaway’s portfolio for over 30 years, growing from an initial $1.3 billion investment to a staggering $41.1 billion today. What makes AmEx special is its unmatched brand association with luxury and exclusivity, bolstered by products like the Black Card and the Platinum Card, which offer premium perks such as airport lounge access and travel benefits.

The company is well-positioned for both robust economic conditions and inflationary periods, as rising prices naturally increase consumer spending—a core driver of AmEx’s revenue. With a loyal customer base and a reputation that’s hard to replicate, American Express continues to be a solid long-term investment choice.

Chubb (NYSE: CB)

“Disciplined Underwriting and Decades of Dividend Growth”

Insurance has long been a favorite sector for Buffett, and Chubb is the latest addition to this category in Berkshire’s portfolio. Known for its disciplined underwriting practices, Chubb has consistently balanced risks while pricing its policies effectively, giving it a distinct edge in a competitive industry. Over the past 31 years, Chubb has raised its dividend annually, reflecting the company’s strong cash flow and operational stability.

Buffett’s interest in insurance dates back to his early days with National Indemnity and Geico, and Chubb fits perfectly into this legacy. Its wide-ranging insurance products and strong financial position make it a compelling option for long-term investors seeking consistent returns.

Sirius XM Holdings (NASDAQ: SIRI)

“A High-Risk, High-Reward Turnaround Play”

Sirius XM has faced a tough year, with its stock down over 50%, yet it has captured the attention of Berkshire Hathaway, now the company’s largest shareholder. After a 1-for-10 reverse stock split and separation from Liberty Media, Sirius has simplified its corporate structure and raised its stock price to attract institutional investors.

Despite declining subscriber numbers and high debt, Sirius continues to focus on its core subscription business, securing exclusive advertising and distribution deals to drive future growth. With a long-term goal of increasing subscribers by 25% and boosting free cash flow by 50%, the company offers a favorable risk-reward balance for investors willing to bet on its turnaround.

Citigroup (NYSE: C)

“A Deep Value Play in Banking”

Citigroup offers a compelling value proposition, trading at a significant discount to its tangible book value (TBV). While its peers like Wells Fargo and Bank of America trade well above their TBV, Citigroup’s stock is priced at just 80% of TBV. CEO Jane Fraser is leading a transformative effort, streamlining the bank by exiting 14 consumer franchises, including its profitable Banamex division in Mexico, to focus on higher-return businesses.

The bank’s simplified structure and excess capital position should drive future returns, particularly as regulatory conditions ease. With tangible book value near $90 per share and the stock currently trading around $71, Citigroup has significant upside potential. Add in a 3% dividend yield, and Citigroup becomes a strong candidate for value-focused investors looking to benefit from a banking sector recovery.

Buffett’s track record speaks for itself, and his recent moves highlight opportunities across multiple sectors, from financials to media. Whether you’re seeking growth, value, or a mix of both, these four stocks offer unique investment opportunities with the potential to deliver strong returns over the long term.

Three Top Tier Mid-Cap Stocks to Watch Now

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Editorial Staff
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When it comes to mid-cap stocks, often represent the best of both worlds. They’re large enough to weather short-term challenges, but they also have the growth potential to expand significantly. Unlike blue-chip giants, mid-caps have plenty of room to grow while benefiting from a solid financial foundation. With the S&P 500’s weighted average market cap hovering around $300 billion and the top 100 companies well over $100 billion, mid-caps represent an attractive alternative for investors looking for companies with room to grow.

Given strong financial performance, recent momentum, and favorable market conditions, here are three mid-cap stocks to consider adding to your watchlist:

Brinker International Inc. (EAT): A Restaurateur with Room to Grow

Brinker International (EAT), based in Dallas, is behind two popular dining brands: Chili’s and Maggiano’s Little Italy. Unlike other dining chains like McDonald’s, which make most of their revenue from franchising, about half of Brinker’s Chili’s locations are company-owned, and it does not franchise Maggiano’s for new locations. This direct ownership model allows Brinker to capitalize on favorable trends in the restaurant industry. In fiscal 2024, the company posted a 7% increase in same-store sales compared to the prior year. The stock has surged nearly 170% year-to-date, fueled by strong financial results and growing investor interest. At a market value of $5.2 billion, Brinker is poised for continued growth.

Hims & Hers Health Inc. (HIMS): A Telehealth Company with Explosive Growth

Hims & Hers (HIMS) is a telehealth company that connects individuals with licensed care professionals to provide a range of health and wellness services. The company’s offerings go beyond traditional telehealth consultations to include prescription medications, over-the-counter products, skincare, and sexual health products. This fast-growing marketplace has proven to be a hit with consumers, with a 65% surge in revenue for fiscal 2024. Projections show the company is on track to grow another 40% in fiscal 2025. With a market value of $5.1 billion, Hims & Hers is making waves in a rapidly expanding industry, making it a compelling pick for investors looking for long-term growth.

Remitly Global Inc. (RELY): A Fintech Stock with a Lucrative Niche

Remitly Global (RELY) is a fintech company that focuses on digital financial services for immigrants and expatriates who need cross-border transactions. While the niche market may be smaller than the general fintech sector, Remitly has tapped into a lucrative and underserved segment, generating over $1.2 billion in revenue for fiscal 2024, up 30% from the previous year. The company is projected to grow another 25% in fiscal 2025. Backed by early investor Jeff Bezos, Remitly’s innovative approach to international money transfers has given it a runway for growth that larger fintech firms are largely overlooking. With a market value of $3.9 billion and shares up nearly 50% over the last three months, Remitly is a stock with significant upside potential.

Three Strong Conviction Buys for the Week Ahead

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Editorial Staff
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Navigating the stock market can be a high-stakes game. Choose incorrectly, and your portfolio might suffer. But the right choices? They could be your ticket to financial triumph. With thousands of stocks to choose from, pinpointing those poised for success is no small feat. It’s a daunting task, requiring hours of market analysis and company research – time that many people simply don’t have.

That’s where we come in. Each week, we delve deep into the market’s vast array of options, sifting through countless possibilities to bring you a select few. These are not just any stocks; they are carefully chosen based on solid research, current market trends, and potential for noteworthy growth.

This week, we’ve honed in on three stocks that stand out from the crowd. Our picks go beyond the mainstream; they’re strategic selections, crafted for significant impact in both the immediate future and over the long haul.

Read on and discover the full watchlist and unveil these exceptional stock picks.

Roku (ROKU) – A Beaten-Down Growth Stock with Big Upside

Roku has had a rough few years, with its stock down about 50% over the past three years. A slowdown in digital ad spending, weaker revenue growth, and a lack of profitability have kept many investors on the sidelines. But the story is starting to shift, and Roku’s upcoming fourth-quarter earnings report could be a turning point.

Despite the challenges, Roku continues to expand its platform, adding more users and increasing streaming hours. The company now serves 80 million active accounts, up 13% year over year, while total streaming hours have climbed 20%. Yet, average revenue per user (ARPU) has remained stagnant due to weakness in the digital advertising market and international expansion, which brings in lower per-user revenue than its U.S. business. However, there are signs that ad spending is improving, which could be a major tailwind for Roku moving forward.

Roku is also making smart financial moves. The company generated $149 million in free cash flow over the past year, showing it can operate profitably despite its net losses. It has aggressively cut costs, and analysts expect operating expenses to decline in 2024 while revenue continues to grow. With its partnership with The Trade Desk helping to drive ad revenue and the broader ad market showing signs of recovery, Roku could be on the verge of a major rebound.

Wall Street is starting to take notice. More analysts have upgraded Roku in recent months, and short interest has fallen, indicating that bearish sentiment is easing. Roku has beaten earnings estimates in each of its last four reports, and with its next earnings release on Feb. 13, this could be the moment when investors start to recognize the company’s long-term potential. For those looking to buy a high-growth stock before sentiment shifts, Roku is an attractive pick right now.

Union Pacific (UNP) – A Dividend Powerhouse with Long-Term Growth Potential

Union Pacific has once again proven why it’s a top-tier dividend stock, surging recently following a strong Q4 earnings report and an optimistic 2025 outlook. As one of the dominant railroad operators west of the Mississippi River, Union Pacific benefits from limited competition, extensive infrastructure, and steady demand for freight transportation. These competitive advantages allow the company to grow earnings consistently while rewarding shareholders with dividends and stock buybacks.

Operational efficiency has been a major driver of Union Pacific’s recent success. The company managed to transport 5% more freight in 2024 while reducing its workforce by 3%, leading to higher margins and profitability. Despite only a modest 1% revenue increase, operating income rose by 7%, and net income jumped 6%. With an operating margin of 40% and a profit margin nearing 28%, Union Pacific continues to demonstrate why railroads remain some of the most capital-efficient businesses.

The company also boasts a highly diversified revenue stream, moving everything from agricultural products to industrial goods. While coal shipments declined 23% in 2024, growth in other categories helped offset the weakness. Looking ahead, management is optimistic about new opportunities in renewable diesel feedstocks and petrochemicals, helping position the business for long-term stability even as traditional energy sources like coal decline.

Beyond its operational strengths, Union Pacific is an income investor’s dream. The company has paid dividends for 125 consecutive years and has increased payouts annually since 2008. Over the past decade, the dividend has climbed 144%, while aggressive share buybacks have reduced the share count by 31%. Even after last week’s stock surge, Union Pacific trades at a reasonable 22.9 times earnings, with a forward P/E of 20.6. Given its strong balance sheet, consistent cash flow, and commitment to shareholder returns, Union Pacific remains a high-quality dividend stock worth owning for years to come. 

Salesforce (NYSE: CRM) – Driving AI Integration in Business

Salesforce has become a major player in the AI space, seamlessly integrating AI into its customer relationship management (CRM) tools. The company’s flagship AI product, Salesforce Einstein, is a generative AI tool that enhances productivity and automates tasks for businesses. Additionally, Tableau and MuleSoft provide powerful solutions for data visualization and software integration, making Salesforce a comprehensive platform for businesses embracing AI.

The stock has gained nearly 17% in the last year, and analysts are bullish, with 42 out of 55 giving it a buy or overweight rating. The average price target of $401.36 suggests 26.3% upside potential, while some, like Michele Schneider, see the potential for Salesforce to hit $500, depending on broader market conditions.

For investors who want to ride the AI wave while focusing on a company with an established customer base and cutting-edge tools, Salesforce offers both stability and growth potential.

These Stocks Have Been On Fire Since Trump’s Win—Can They Keep Climbing?

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Editorial Staff
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Since Donald Trump’s election victory in November, a handful of stocks have seen explosive gains, with some more than doubling in just a few months. While some of these moves are tied to market trends, others are directly linked to expectations surrounding Trump’s policies.

Among the biggest winners are Geo Group (GEO), AppLovin (APP), and SoundHound AI (SOUN)—three stocks that have each soared over 100% since the election. But after such massive rallies, do they still have room to run, or is it time for investors to take profits?

Geo Group (GEO) – A Trump Policy Play That’s Already Priced In?

Geo Group has seen its stock surge 105% since Election Day, as investors bet on stricter border security and immigration policies under Trump’s leadership. The company provides correctional and detention services, and with the administration pushing for tougher enforcement, demand for Geo’s facilities could increase.

Investors are speculating that new government contracts could drive more revenue. However, Geo’s financial performance hasn’t been particularly strong. Over the past four quarters, the company has generated just $36 million in profit on $2.4 billion in revenue, with little revenue growth in recent years.

Despite this, the stock now trades at over 110 times trailing earnings, a valuation that suggests much of the potential upside is already priced in. While a major new contract could push the stock even higher, investors should be cautious about assuming the rally will continue without a tangible boost to earnings.

AppLovin (APP) – A High-Growth Stock That May Be Overheating

AppLovin has been one of the biggest winners since Trump’s victory, with shares climbing 121%. However, the stock’s rally isn’t tied to politics—its massive spike came the day after the election, when the company reported 39% revenue growth for Q3 2024, reaching $1.2 billion in sales.

Investors are particularly excited about AppLovin’s expansion into e-commerce advertising, which could open up a new multi-billion-dollar revenue opportunity. While Trump’s economic policies and potential rate cuts could support growth stocks like AppLovin, the stock’s lofty valuation is a concern.

At over 110 times earnings, AppLovin is priced for perfection. Unless the company delivers significant profit growth in the coming quarters, the stock could be vulnerable to a pullback. While its long-term growth story remains intact, investors may want to consider whether it’s time to lock in some gains.

SoundHound AI (SOUN) – An AI Hype Play That Needs to Prove Itself

SoundHound AI has been on an absolute tear, with shares soaring 165% since Election Day. The company, which specializes in voice-enabled AI technology, has benefited from increased enthusiasm around artificial intelligence.

However, much of SoundHound’s recent momentum is tied to partnership announcements, rather than anything directly related to the political environment. In December, SoundHound announced that its AI-powered Smart Ordering system had launched at Torchy’s Tacos and Church’s Texas Chicken locations, giving investors renewed confidence in its commercial viability.

Despite these wins, profitability remains a major concern. SoundHound AI reported $67 million in revenue over the past 12 months, but its net loss totaled $111 million. At a price-to-sales multiple of 65, the stock is trading at an extreme valuation that leaves little margin for error.

For the stock to continue climbing, SoundHound AI will need to show significant improvement in its earnings. Until then, investors should be cautious about chasing the recent hype.

Final Thoughts

These three stocks have delivered massive gains in just a few months, but their future outlooks are very different. Geo Group’s rise is tied directly to Trump’s policies, but the stock may have already priced in the upside. AppLovin has strong growth potential, but its valuation looks stretched. SoundHound AI is an AI hype favorite, but without a clear path to profitability, it could be risky.

For investors sitting on large gains, now might be the time to reassess whether these stocks still have room to run—or if it’s time to take some profits.

Trump’s $500 Billion Stargate Project is Driving a New Wave of Opportunity, Here’s How to Find It

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Editorial Staff
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The recently announced Stargate AI project represents a monumental joint venture among Softbank, Oracle, OpenAI, and other leading technology firms. With a staggering $500 billion investment planned for AI infrastructure—$100 billion of which is already allocated—this initiative aims to reshape the technological landscape in the U.S. Over 20 data centers are planned, with 10 already under construction. For investors, this massive project opens the door to significant opportunities in AI, construction, and hardware-related stocks.

Several companies stand out as key beneficiaries of this initiative. From powering the AI infrastructure with cutting-edge GPUs to supplying materials for data center construction, here’s a look at stocks worth watching as the Stargate project unfolds.

Nvidia (NVDA): Riding the AI Infrastructure Boom

Nvidia (NVDA) is a clear beneficiary of Stargate’s ambitious goals. Known for its high-performance GPUs, Nvidia’s technology is essential for powering AI systems, and the Stargate project appears to rely heavily on its hardware solutions. UBS analyst Timothy Arcuri believes this could ease concerns about peak compute demand, potentially extending Nvidia’s growth runway well beyond 2026.

With Nvidia already a leader in AI computing, this deal cements its role as a cornerstone of future AI infrastructure. Given its established dominance in the GPU market and the scale of this project, Nvidia’s shares could see substantial long-term upside as these data centers come online.

Oracle (ORCL): Federal Deals and Long-Term Growth

Oracle (ORCL) is uniquely positioned to capitalize on Stargate, particularly through its Oracle Cloud Infrastructure (OCI) services. Evercore ISI analyst Kirk Materne highlights Oracle’s potential to secure significant federal contracts, a material revenue driver over the coming years. Additionally, UBS notes that Oracle is a “natural and expected choice” for OpenAI in training GPUs.

With a data center buildout larger than most analysts initially expected, Oracle stands to benefit both as a technology partner and as a leader in cloud infrastructure services. This project could significantly enhance Oracle’s OCI growth trajectory and reinforce its long-term value proposition.

CRH (CRH): A Cement Giant Poised to Gain

The construction of 20 massive data centers requires enormous amounts of building materials, positioning CRH as a major beneficiary. RBC Capital Markets analyst Anthony Coding identifies CRH as the top pick among global cement players for its exposure to the U.S. market.

With the Stargate project in its early stages, CRH could experience sustained demand for its materials, particularly if future phases expand investments across the U.S. For investors looking to capitalize on infrastructure growth, CRH offers a compelling opportunity.

Arm Holdings (ARM): A Key Tech Partner in AI

Arm Holdings (ARM), a prominent player in chip design, was named as a key technology partner in the Stargate project. With its energy-efficient chip architectures, Arm is well-suited to meet the demands of large-scale AI data centers. Wells Fargo analyst Aaron Rakers sees Arm as a direct beneficiary of this initiative, with the potential for increased adoption of its technology in AI-driven environments.

Arista Networks (ANET): Networking the Future

Arista Networks (ANET), a major supplier of computer networking solutions, could see indirect benefits from Stargate through its relationship with Oracle. As one of Oracle’s primary customers, Arista stands to gain from the expanded data center infrastructure. While this is a more derivative play, Arista’s position in the networking space makes it a noteworthy stock to watch as the project progresses.

The Bottom Line

The Stargate project represents a transformative investment in AI infrastructure, creating significant opportunities for companies across sectors. Nvidia and Oracle stand out as direct beneficiaries of the technology buildout, while CRH and Arm Holdings provide unique angles in construction and chip design. As the project evolves, these stocks could deliver substantial returns for investors positioned to capitalize on this historic initiative.

Earnings Season Hits Full Speed: Key Reports to Watch This Week

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Editorial Staff
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We’re now at the halfway point of earnings season, and this week is one of the busiest yet. More than 100 S&P 500 companies are set to report, including some of the biggest names in tech, healthcare, and consumer goods. So far, the results have been solid—77% of the 180 S&P 500 companies that have already reported have beaten analyst forecasts, slightly above the 10-year average of 75%, according to FactSet.

That said, the market’s reaction has been mixed, with investors focusing more on future guidance than past performance. Here’s a breakdown of the most important earnings reports coming up this week and what to watch for.

Tuesday: 

 Pfizer (PFE) – Pre-Market Report

  • Last quarter: Beat earnings expectations and raised full-year guidance.
  • This quarter: Analysts expect revenue growth of more than 20% year over year.
  • What to watch: Investors will be focused on Pfizer’s drug pipeline, particularly updates on its weight-loss drug and new oncology treatments. CEO Albert Bourla has emphasized pipeline development as the company pivots away from its reliance on COVID-19-related revenue.
  • History: Pfizer has a strong track record, beating earnings estimates 87% of the time, according to Bespoke.

 Alphabet (GOOGL) – After the Bell

  • Last quarter: Beat expectations, driven by strong cloud revenue.
  • This quarter: Expected earnings growth of nearly 30% year over year.
  • What to watch: Alphabet’s ad business should benefit from the same AI-driven pricing power that helped Meta in its latest report. Oppenheimer’s Jason Helfstein sees Alphabet as a clear AI winner.
  • History: Alphabet has beaten analyst estimates for seven straight quarters.

 Advanced Micro Devices (AMD) – After the Bell

  • Last quarter: Stock fell after weak guidance disappointed investors.
  • This quarter: Analysts expect a 40% earnings increase year over year.
  • What to watch: AMD shares fell 5% last week after the DeepSeek news sparked a sell-off in AI stocks. With growing competition, investors will be looking for a strong report to regain confidence.
  • History: AMD has fallen in three of its last four earnings reports, including a 10.6% drop last October.

Wednesday:

 Disney (DIS) – Pre-Market Report

  • Last quarter: Shares surged on strong streaming growth and solid guidance.
  • This quarter: Revenue is expected to grow by just 4%, but earnings should remain strong.
  • What to watch: JPMorgan’s David Karnovsky sees Disney as the best-positioned media company due to its unique content, improving streaming profitability, and strong theme park operations.
  • History: Disney has beaten earnings expectations for six straight quarters.

 Ford (F) – After the Bell

  • Last quarter: Beat earnings expectations but issued weak 2024 guidance.
  • This quarter: Expected 20% year-over-year earnings growth.
  • What to watch: Barclays recently downgraded Ford to “equal weight” from “overweight,” citing volume and pricing headwinds in 2025. Analysts will be paying close attention to inventory levels and management’s outlook for the auto market.
  • History: Ford beats expectations 70% of the time but tends to see its stock decline on earnings day.

Thursday: Amazon Closes Out the Week

 Amazon (AMZN) – After the Bell

  • Last quarter: Strong earnings beat, fueled by cloud growth.
  • This quarter: Analysts expect nearly 50% earnings growth year over year.
  • What to watch: Bank of America’s Justin Post remains bullish, highlighting AI-driven cloud expansion and retail margin improvement as key drivers of outperformance.
  • History: Amazon has beaten earnings expectations for seven straight quarters.

Key Takeaways for Investors

Earnings season is strong but mixed – While most companies are beating expectations, stock reactions have varied, as investors focus more on forward guidance.

Tech earnings will set the tone – Alphabet and Amazon’s reports will be closely watched for insights into AI, digital advertising, and cloud growth.

Cyclical sectors face headwinds – Ford and Disney are up against industry-specific challenges, and investors will be looking for signs of resilience.

Volatility remains a risk – With major stocks reporting this week, expect market swings, particularly in tech and consumer discretionary sectors.

As earnings season continues, the focus is shifting from past performance to future outlooks. Strong reports could fuel further gains, but any signs of weakness could trigger pullbacks. Keep an eye on the key names reporting this week, as their results will help shape market sentiment heading into February.

Three Strong Conviction Buys for the Week Ahead

By
Editorial Staff
-
0

In the ever-shifting landscape of the stock market, separating the wheat from the chaff is no easy feat. It’s a world where the wrong picks can erode your hard-earned gains, but the right ones? They have the power to catapult your portfolio to new heights. With thousands of stocks in the fray, pinpointing those poised for a breakthrough can feel like searching for a needle in a haystack.

This is where we step in. Every week, we comb through the market’s labyrinth, scrutinizing trends, earnings reports, and industry shifts. Our goal? To distill this vast universe of stocks down to a select few – those unique opportunities that are primed for significant movement in the near future.

This week, we’ve zeroed in on three standout stocks. These aren’t your run-of-the-mill picks; they are the culmination of rigorous analysis and strategic foresight. We’re talking about stocks that not only show promise in the immediate term but also hold the potential for sustained growth.

HubSpot (HUBS) – A Software Winner in the DeepSeek Shake-Up

While much of the tech sector was rattled by the DeepSeek revelation last week, software stocks have emerged as a surprising bright spot. As AI spending shifts from an arms race in hardware to a focus on efficiency and application, companies like HubSpot could be well-positioned to benefit from the evolving narrative.

HubSpot has been on a tear in 2025, already up 12% this year after gaining 20% in 2024. Unlike companies directly tied to AI infrastructure spending, HubSpot is in a prime position to capitalize on the increasing need for AI-driven automation, CRM tools, and marketing software. Analysts at Canaccord Genuity and BMO Capital Markets have pointed out that greater competition and diversification in AI models could lower costs and drive broader adoption of AI-powered software solutions—exactly where HubSpot thrives.

With strong fundamentals, continued revenue growth, and a strategic position in the AI-driven software space, HubSpot looks like one of the tech names that could sidestep the volatility affecting other corners of the market. If AI investment trends shift toward application rather than just infrastructure, HubSpot stands to benefit in a big way.

Union Pacific (UNP) – A Dividend Powerhouse with Long-Term Growth Potential

Union Pacific has once again proven why it’s a top-tier dividend stock, surging last week following a strong Q4 earnings report and an optimistic 2025 outlook. As one of the dominant railroad operators west of the Mississippi River, Union Pacific benefits from limited competition, extensive infrastructure, and steady demand for freight transportation. These competitive advantages allow the company to grow earnings consistently while rewarding shareholders with dividends and stock buybacks.

Operational efficiency has been a major driver of Union Pacific’s recent success. The company managed to transport 5% more freight in 2024 while reducing its workforce by 3%, leading to higher margins and profitability. Despite only a modest 1% revenue increase, operating income rose by 7%, and net income jumped 6%. With an operating margin of 40% and a profit margin nearing 28%, Union Pacific continues to demonstrate why railroads remain some of the most capital-efficient businesses.

The company also boasts a highly diversified revenue stream, moving everything from agricultural products to industrial goods. While coal shipments declined 23% in 2024, growth in other categories helped offset the weakness. Looking ahead, management is optimistic about new opportunities in renewable diesel feedstocks and petrochemicals, helping position the business for long-term stability even as traditional energy sources like coal decline.

Beyond its operational strengths, Union Pacific is an income investor’s dream. The company has paid dividends for 125 consecutive years and has increased payouts annually since 2008. Over the past decade, the dividend has climbed 144%, while aggressive share buybacks have reduced the share count by 31%. Even after last week’s stock surge, Union Pacific trades at a reasonable 22.9 times earnings, with a forward P/E of 20.6. Given its strong balance sheet, consistent cash flow, and commitment to shareholder returns, Union Pacific remains a high-quality dividend stock worth owning for years to come. 

Vera Therapeutics (VERA) – A High-Potential Biotech at a Discount

Biotech stocks can be volatile, but when the long-term potential outweighs short-term price swings, investors should take notice. Vera Therapeutics is one of those opportunities. The stock has taken a hit in early 2025, falling more than 17% since the start of the year, but this pullback looks like a buying opportunity rather than a reason for concern.

The company’s lead drug candidate, atacicept, is showing strong promise as a treatment for autoimmune kidney diseases. Analysts see a clear path to commercialization beginning next year, with Vera having a substantial lead in its category. The potential market opportunity is significant, and atacicept’s differentiation from competitors could give it a lasting edge. If all goes as expected, sales could accelerate meaningfully in the latter half of the decade.

Beyond its strong clinical pipeline, Vera is also an intriguing takeover target. Recent biotech acquisitions suggest that large pharmaceutical companies are actively looking for promising drug developers, and Vera’s competitive positioning makes it an appealing candidate. With a price target of $58—implying a 56% upside from current levels—analysts see considerable room for the stock to run. For investors looking for an under-the-radar biotech with strong catalysts ahead, Vera Therapeutics could be worth a closer look.

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