All articles tagged with #investing
Subversive ETFs filed to launch QQNE and SPNE, two funds that would track the Nasdaq-100 and S&P 500 while excluding companies founded, controlled or led by Elon Musk, signaling a trend toward highly targeted, single-figure investing within the ETF boom; analysts caution that such narrow bets may attract attention but lack a lasting investment rationale.
Legendary investor Jeremy Grantham warns SpaceX stock could crash with roughly a 90% probability, citing an extreme valuation, SpaceX’s ambitious but questioned space plans (asteroid mining, Mars colony) deemed “utterly inconceivable” by physicists, and doubts about AI-driven productivity gains. He notes SpaceX’s post-IPO performance and lofty total addressable market projections in its S-1 while highlighting his longstanding permabear stance on bubbles—suggesting the push around SpaceX’s valuation may not be sustainable.
GMO co-founder Jeremy Grantham calls Elon Musk’s SpaceX IPO the “craziest in the history of man” and says future historians will laugh at it, even as SpaceX becomes part of the Nasdaq 100. Analysts are mixed on how high SpaceX can go, with targets ranging from about $205 to $300, while the stock sits near launch price. Grantham also questions governance given Musk’s 82% voting control and warns the venture’s success may hinge on massive AI developments, suggesting the IPO could become a landmark historical event regardless of near-term price action.
Last week Micron (MU), Seagate (STX), and Sandisk (SNDK) fell roughly 14%, 18%, and 20%, but Navellier argues this was a Wall Street shakeout rather than a fundamental AI setback, and he still views these names as “screaming buys” while pointing to July 23 earnings and his Precursor Intelligence to spot where institutions may move next.
Nine Wall Street pros lay out a diversified $10,000 playbook: productivity enablers like power infrastructure and automation, hyperscalers and high‑quality small‑caps, banks, international stocks, and select bonds/hedges, using ETFs such as POWR, BOTZ, SKYY, XSHQ, KBWB, BIGB, ACWX, SPEM and DBMF to access the themes while steering away from crowded mega‑cap AI names.
Investors are scrambling to exclude SpaceX from passive portfolios as the company vaults into major indexes, despite Musk’s polarizing influence and SpaceX’s hefty debt. Some clients are shifting to European funds or Rocket Lab, or using direct indexing to avoid SpaceX, while index providers rush SpaceX into indexes like Nasdaq 100, triggering billions in buying from passive funds. The rapid inclusion, coupled with SpaceX’s large market cap and relatively small float, raises questions about how much exposure ordinary investors actually want to Musk-linked assets.
AI is driving utilities to invest as much as $240 billion in 2026 to meet data-center power demand, but regulators may limit passing all costs to consumers. The piece suggests investors focus on power providers and services outside regulated grids, highlighting Brookfield Renewable Partners and NextEra Energy as attractive dividend plays, with Bloom Energy offering AI-ready fuel cells but at a stretched valuation. In short, choose players with contract-backed power and dependable yields over momentum plays with lofty multiples.
A July 2026 feature argues Microsoft, Visa, and Apple are durable, “forever” buys for long-term holders. Microsoft benefits from Azure growth and large-scale AI capex, Visa operates a steady “toll-booth” payments model with strong margins and ROE, and Apple leverages a vast installed base and high-margin Services. Each shows solid recent earnings signals, though risks exist (AI ROI clarity for Microsoft, regulatory/regulatory scrutiny for Apple, and ongoing payments regulation for Visa). The piece suggests July offers patient-entry points across different risk levels for investors aiming to hold these three into the distant future.
The article argues that 2026's AI stock rally is broadening beyond the same names, spotlighting Nvidia and Meta Platforms as the two best bets for the second half: Nvidia remains undervalued given its growth trajectory and could rise as investors re-price its multi-year AI demand; Meta trades at a reasonable forward multiple and may monetize excess AI data-center capacity, potentially offsetting its large AI infrastructure spend.
SCHD’s 0.06% expense ratio is tiny, but the fund’s concentration—top 10 holdings make up about 40% of assets, with energy exposure around 17%—has coincided with a 38% lag to WisdomTree’s DGRW over the last decade, costing roughly $3,800 on a $10,000 investment. A March 2026 reconstitution also reduced a quarterly dividend, underscoring that income can be unstable despite a “defensive” label. For broader income, consider VYM; for a quality-growth tilt, DGRW; and for broader diversification you may already hold similar exposure in VOO or VIG. In short, the fee is cheap, but the real cost is opportunity cost and concentration, not the expense ratio.
Micron Technology (MU) stands to gain from soaring demand for memory and storage chips used in AI, with a Wall Street analyst predicting a 75% upside to roughly $2,000 per share and a $2 trillion market cap. The company is expanding capacity (Singapore memory fab online in 2028; other facilities in NY, Japan, Idaho) and has Strategic Customer Agreements that lock in five years of volume and pricing. Micron delivered record-ish results in Q3 FY2026 ($41.5B revenue, $24.67 EPS) and guided for strong Q4 revenue ($50B) and EPS ($31). With ~88% of analysts rating the stock a buy and a forward P/S around 10, the setup looks compelling for long-term holders, though sustained AI-driven demand and execution are key risks.
Investors can turn a $100,000 stake into about $424 of monthly income from Realty Income (O) at a current payout of $0.271 per share and a price near $63.84, about a 5.1% yield. Realty Income is a net-lease REIT with 15,000+ properties across the U.S., U.K., Europe and Mexico, 98.9% occupancy, and a track record of 670 consecutive monthly dividends and 114 straight quarterly increases. AFFO per share rose 6.6% YoY to $1.13 in Q1 2026, with full-year AFFO guidance of $4.41–$4.44 and investment guidance of $9.5 billion, underscoring continued dividend support for retirees seeking predictable cash flow.
Nike remains a strong dividend-growth story even as its stock is down roughly 33% year-to-date. The company has an $18 billion buyback and 24 years of consecutive dividend growth, bolstered by insider purchases (CEO Elliott Hill bought shares around $41–$42). Earnings have beaten estimates for four straight quarters, with Q3 FY26 EPS of $0.35 vs $0.28 expected, supported by solid North America momentum in Running and Global Football. Greater China revenue fell and tariffs pressured margins, yet Nike trades near $41.82 with a $58.72 analyst target and a majority of Buy ratings. The author argues the combination of a rising dividend, buyback-driven capital return, and insider confidence justifies continued dips-buying on a global athletic-utility thesis.
Citi Wealth tells investors to move away from holding excess cash as inflation remains hot, urging reallocations to assets with better real returns to protect purchasing power.
SpaceX股在6月创下历史性IPO，股价一度涨至约202美元，现仍高于IPO价但已回落，整体尚未盈利，Starlink带来部分利润但公司总营收尚未实现盈利，招股书称潜在总可寻址市场达28.5万亿美元。估值依然非常高（P/S约105、P/B约59），未来上涨取决于持续增长；分析师普遍给出约24%的潜在上涨空间，但短期仍可能波动。 Motley Fool 指出SpaceX并非其现有十 Best股票之一，建议长期投资者若进场应等待更有利的价格点并承受风险。