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Investing

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Build a Buffett-Style Starter Portfolio With $300
investing7 hours ago

Build a Buffett-Style Starter Portfolio With $300

The Motley Fool argues Warren Buffett’s investing approach remains relevant and spotlights three Buffett-style picks—Apple, Kroger, and Bank of America—as solid, defensive holdings. With $300 you can deploy about $100 into each stock using fractional shares to create a beginner portfolio built on Buffett’s criteria (strong management, durable moat, steady earnings). Apple remains a major Berkshire Hathaway holding (recently trimmed for rebalancing), Kroger offers budget-conscious appeal and a dividend, and Bank of America reflects Buffett’s continued preference for leading financials. The piece highlights long-term, high-conviction investing over chasing hot trends, and notes Fool promotion of further stock ideas.

VUG Tops Vanguard ETFs for 2026 Upside, But Higher Risk
market-news12 hours ago

VUG Tops Vanguard ETFs for 2026 Upside, But Higher Risk

TipRanks’ ETF comparison finds Vanguard Growth ETF (VUG) offers the highest upside for 2026 at about 30%, ahead of Vanguard S&P 500 ETF (VOO) at ~21% and Vanguard Value ETF (VTV) at ~10%; VUG also has the highest beta, signaling more volatility, while VTV is the most defensive. VOO’s holdings are tech-heavy (NVDA, AAPL, MSFT, AMZN, GOOGL) with upside pockets like ORCL and INTU, whereas VTV focuses on lower-valuation, more traditional sectors led by JPMorgan, Berkshire Hathaway, and Exxon Mobil. Overall, VUG leads on upside, with VOO offering broad exposure and VTV offering steadier, slower upside.

Dividend Pause Reshapes Auto Stock Playbook
investing15 hours ago

Dividend Pause Reshapes Auto Stock Playbook

Stellantis’ $25.9 billion one‑time charges tied to its EV push and warranty costs have led to a suspension of the 2026 dividend, underscoring how aggressive EV bets can strain cash flow; GM and Ford have weathered the period with differing stock paths. Moody’s downgraded Stellantis to Baa3, signaling higher borrowing costs and a longer, tougher turnaround even as the company projects about $7 billion in 2026 operating profit (up from $3 billion in 2025) and a hoped-for U.S. sales rebound. With the dividend in question, investors may reconsider Stellantis and look at stronger automakers like Ferrari or GM as potential alternatives until profitability and cash flow stabilize.

Trade Desk Bets on Growth to Justify a 67% Selloff
investing16 hours ago

Trade Desk Bets on Growth to Justify a 67% Selloff

The Trade Desk faces a pivotal test after a 67% year‑long decline, as Q3 revenue rose 18% year over year with strong client retention and Kokai, its AI ad engine, boosting efficiency. Management guides Q4 revenue around $840 million with roughly $375 million in adjusted EBITDA, implying ~17–18% growth, which the market must see sustained to justify the rally. Investors are weighing whether the drop is a rational repricing or an early sign of a slower growth trajectory as fears about AI disruption fade and leadership remains confident in the road ahead.

AI Upside Emerges for Microsoft and Cloudflare, Analysts Say
investing2 days ago

AI Upside Emerges for Microsoft and Cloudflare, Analysts Say

Software stocks have fallen into bear market territory, but Wall Street analysts view Microsoft and Cloudflare as undervalued bets on AI. Median targets imply about 52% upside for Microsoft and 40% for Cloudflare, driven by AI integrations (Azure/OpenAI for Microsoft; fast, secure cloud network for Cloudflare) and solid fundamentals, with a cautious approach to position sizing and potential add-on on dips.

Market Crash Playbook: Microsoft, Alphabet, and Amazon
investing2 days ago

Market Crash Playbook: Microsoft, Alphabet, and Amazon

Analyst Keithen Drury argues that in a market downturn, Microsoft, Alphabet, and Amazon are well-positioned to survive and rebound thanks to durable segments: Microsoft’s Office suite and cloud services should remain essential, Alphabet’s advertising will recover after a slowdown, and Amazon’s AWS cloud business provides durable revenue even as core commerce slows.

markets2 days ago

AI Doom Scenario Sends Payments and Software Stocks Lower

A Citrini Research thought-experiment describes a hypothetical 2025–2028 scenario in which rapid AI advances trigger widespread white-collar displacement and economic disruption, prompting a sell-off in payments and software stocks (e.g., DoorDash, Uber, Salesforce, MongoDB, AppLovin, ServiceNow) and a slippage in related ETFs like IGV; the piece emphasizes it’s a scenario, not a forecast, but it underscores investor anxiety about AI’s second‑order effects on the economy.

Five Dividend Stocks to Buy for Steady Income Right Now
investing3 days ago

Five Dividend Stocks to Buy for Steady Income Right Now

The piece highlights five dividend-oriented picks for income and defensiveness: PepsiCo (~3.5% yield) as a strong consumer-staples play; Pfizer (~6.3% forward yield) with a renewed pipeline and growth trajectory; Realty Income (REIT) with a ~5% yield and a monthly dividend backed by high occupancy; Verizon (~5.8% yield) for reliable income amid modest growth; and IBM (~2.6% yield) with a long dividend-raising streak and rising high-margin, recurring software/services revenue. The theme is income-focused, defensive exposure in a market wary of overvalued growth.

Prediction Markets Signal 2026 S&P 500 Correction Risk, Backed by Historical Midterm Trends
investing3 days ago

Prediction Markets Signal 2026 S&P 500 Correction Risk, Backed by Historical Midterm Trends

Kalshi contracts price in a ~58% chance of a 2026 S&P 500 correction (to 6,200 or lower), with another bet near 39% for a roughly 15% drop to 5,900. History suggests bear markets are plausible in 2026 (about 50% odds) and midterm years tend to see notable pullbacks before a post‑election rebound, while earnings are expected to rise about 15% but valuations remain elevated (about 21.5x forward). The takeaway: be cautious, only buy what you’re comfortable holding through drawdowns, and consider keeping a larger cash cushion.

AI Fear Sends Software Stocks Lower, But Bargains May Beckon
business3 days ago

AI Fear Sends Software Stocks Lower, But Bargains May Beckon

Major software names such as Microsoft, Oracle and Salesforce have fallen from recent highs as investors debate whether AI will render software obsolete or be overhyped, with non-coder AI tools fueling concerns about demand. The selloff has pushed the S&P Software & Services index down around 20% in 2026 while the Nasdaq has slipped; analysts warn the trend could persist, but many also view the pullback as a potential buying opportunity given lower valuations and resilient demand for AI-enabled products.

Microsoft’s Glass Data Breakthrough Leaves MSFT Shares Largely Unmoved
business6 days ago

Microsoft’s Glass Data Breakthrough Leaves MSFT Shares Largely Unmoved

Microsoft’s Project Silica stores data in borosilicate glass, potentially enabling 10,000-year durability; early tests show 4.8 terabytes on a small glass sample at about 3.13 MB/s write speed. Investors reacted modestly with MSFT stock slipping, though analysts remain bullish with a Strong Buy consensus and a roughly $593 target, suggesting substantial upside despite the current move.

Ives Sees Apple’s AI Push Delivering Big Upside for AAPL
market-news6 days ago

Ives Sees Apple’s AI Push Delivering Big Upside for AAPL

Wedbush analyst Daniel Ives says Apple’s evolving AI push—headlined by a revamped Siri, AI platform for developers, and a Google Gemini partnership—could unlock meaningful upside for Apple stock in 2026, with AI monetization potentially adding $75–$100 per share. He maintains an Outperform/Buy rating with a $350 price target, signaling ~34% upside, and argues the market underestimates the impact of Apple’s consumer AI rollout despite past AI delays.