Two HALO Stocks Still Nestled on Josh Brown’s Watchlist
Two HALO stocks have remained on Josh Brown’s list since being added earlier this year.
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Goldman Sachs bets on tangible experiences as 36 non‑AI stock winners
Goldman Sachs’ note identifies 36 US stocks across four in-person-experience clusters—movies/entertainment, hotels/resorts/cruises, casinos/gaming, and specialized leisure services—each with market caps above $2B and seemingly less exposed to AI disruption. The list includes Disney, Live Nation, Liberty Media Formula One, TKO Group, Braves/MSG entity stocks, Sphere, and MSGS; hotels such as Marriott, Royal Caribbean, Hilton, Carnival, NCLH, Wyndham, and Travel + Leisure; casino operators LVS, MGM, WYNN, CZR, CHDN, PENN, and MOI; and leisure/fitness names like Planet Fitness and Vail Resorts. Goldman notes a median 12x forward EBITDA valuation in this theme and has posted roughly 17% YTD returns versus about 11% for the equal-weight S&P 500, suggesting selective value remains in these non‑AI beneficiaries. The bottom line: investors should do homework on all 36 names now, not just chase the AI hype.
Analysts Flag 3 High-Yield Dividend Stocks for Steady Income
Wall Street analysts tracked by TipRanks highlight three dividend-payers—ConocoPhillips (COP), Viper Energy (VNOM), and Kinetik Holdings (KNTK)—as steady-income bets amid volatility: COP offers about a 2.64% yield with expectations of an earnings beat and significant buybacks; VNOM provides ~4.6% yield after a dividend hike and strong cash flow; KNTK yields ~6.74% with a quarterly dividend, supported by higher energy prices though near-term volumes may weaken before additional Permian pipeline capacity comes online.
Five 8%+ Dividend Picks Analysts See for 2026 Income
TipRanks highlights five dividend stocks with yields above 8% (ARCC, JBS, TSLX, UPBD, ET) that analysts rate Strong Buy, offering regular income and upside potential for 2026 based on the Best Dividend Stocks Screener; these picks aim to generate passive income with potential capital gains in a volatile market.
Barbell Strategy Bridges Growth and Income Across Tech, Energy, and REITs in Turbulent Markets
In a geopolitically uncertain, inflationary environment, Seeking Alpha advocates a 'barbell' investing approach that mixes high-growth technology stocks with energy exposure, infrastructure plays, and rate-sensitive REITs to balance risk and income. The six-stock lineup—Sandisk (SNDK), Micron (MU), Riley Exploration Permian (REPX), SM Energy (SM), Sterling Infrastructure (STRL), and DiamondRock Hospitality (DRH)—targets AI-driven demand and margin expansion while providing an income hedge through yields and real estate. The author emphasizes staying invested across outcomes rather than market-timing, supported by robust quantitative ratings.
Retire on Dividends: A Simple Rule and 3 Proven Income Machines
The piece argues that many dividend investors chase the wrong metric and presents a simple rule to separate sustainable dividend income from risky payouts, using three income-generating machines as proof (illustrated through a mix of dividend ETFs and select stocks).
Five Ultra-High-Yield Stocks Could Yield About $5,500/Year From a $10k Start
A 24/7 Wall St. piece proposes placing $10,000 in each of five ultra-high-yield dividend stocks (ARCC, APC, EFC, STWD, TXO) to target roughly $5,500 in annual passive income, with yields from about 9.9% to 12.6% and Ellington Financial paying monthly. Results depend on future prices and dividends.
AI Adopters Poised to Profit in Turbulent Markets, Morgan Stanley Says
Morgan Stanley argues that fear over AI is creating a rare buying window for high-quality software, services, and financial stocks by focusing on 'AI adopters'—companies that use AI to boost efficiency and pricing power. They highlight names like Microsoft, Intuit, Atlassian, and Palo Alto Networks as beaten-down but solid bets, with banks and payments firms such as Citi, Visa, and Mastercard also set to benefit; the idea is that AI-enabled operating leverage could lift earnings through 2026.
Tech and biotech bets aiming to outpace the market in 2026: Alphabet, BeOne Medicines, and Rhythm
A market outlook piece argues three catalysts could help stocks beat the S&P 500 in 2026: Alphabet (GOOGL/GOOG) propelled by Google Cloud backlog growth and AI initiatives like Gemini 3.0; BeOne Medicines (ONC) with Brukinsa’s continued uptake and potential regulatory milestones for sonrotoclax and BGB-16673; and Rhythm Pharmaceuticals (RYTM) amid an FDA decision on Imcivree for acquired hypothalamic obesity (by March 20, 2026) plus additional Phase 3 data and other developments in 2026.
Josh Brown's Stock Picks Hold Firm in Volatility, One Forms Golden Cross
Several names on Josh Brown's best-stocks list outperformed last week's market volatility, with at least one stock forming a golden cross, signaling potential bullish momentum.
Coca-Cola at Record Highs, Dutch Bros on a Growth Drive: Two Beverage Bets for 2026
The Motley Fool highlights Coca-Cola and Dutch Bros as two contrasting beverage bets for 2026: Coca-Cola is making all-time price highs on steady volumes and pricing power despite a CEO transition, trading around 24x trailing earnings with a solid ~2.7% dividend; Dutch Bros has doubled its store count in five years, expanded nationwide with strong revenue and net income growth, but trades at a premium for its growth story after pulling back from recent highs. Together they offer diversified exposure within the beverage space and different risk/reward profiles for investors.
Quantum Stock Trio: Rigetti, IonQ, Alphabet Eye Long-Term Potential
The Motley Fool flags Rigetti Computing, IonQ, and Alphabet as long-term quantum stock bets, noting Rigetti’s rapid 108-qubit progress but ongoing profitability risk, IonQ’s industry-leading gate fidelity with high expenses and valuation, and Alphabet as a non-pure-play play with Willlow/Quantum AI initiatives that could influence future value.
Morgan Stanley's 2026 Playbook: 14 Stocks Aligned to Four Big Market Themes
Morgan Stanley identifies four 2026 market themes—a multipolar world with more protectionism, broader AI adoption, a rebound in energy demand, and ongoing societal shifts—and names 14 US stocks it views as overweight plays across tech, energy, healthcare, industrials, and consumer staples (including Amazon, Nvidia, Microsoft, Broadcom, Cisco, NextEra Energy, Bloom Energy, EQT, Eli Lilly, UnitedHealth, Phoenix Education Partners, Rockwell Automation, RTX, and Walmart) with upside to price targets.
BTIG Research's Top Stock Picks for 2026
BTIG Research has released its top stock picks for 2026, highlighting key investment opportunities and market forecasts for the upcoming years.
Dan Niles Reveals His Top 5 Stocks for 2026
Investor Dan Niles shares his top five stock picks for the year 2026, providing insights into his investment strategy and outlook for the stock market.