1. Stocks started the week with a modest recovery, bouncing off the opening lows. Tech stocks faced pressure. 2. WTI crude oil surged 3.1% to a five-week high due to geopolitical tensions. 3. Economic data were mixed, with the Chicago PMI rising for the third month in a row, while the Dallas Fed's business activity index fell and outlook uncertainty index rose.

➀ Micron reports revenue and EPS in line with expectations but provides weak guidance; ➁ AI-driven memory demand surges, while consumer memory struggles; ➂ Market concerns over Micron's stock due to the imbalance between AI and consumer memory growth.

➀ Intel CEO Pat Gelsinger has unexpectedly departed; ➁ The departure is effective December 1, 2024; ➂ Gelsinger's exit comes amidst Intel's challenges with CPU failures, AI market misses, and significant financial losses.

➀ NVIDIA stock closed at a new record high; ➁ Market value reaches $3.39 trillion; ➂ Just below Apple's market cap of $3.52 trillion.

➀ Saudi Arabia may increase its stake in Nintendo; ➁ The PIF already owns 8.5% of Nintendo's shares; ➂ The PIF has been actively investing in various companies.

1. Intel's stock price dropped by over 30% following the announcement of a 15% global workforce reduction. 2. The company is facing issues such as low Q3 2024 forecast revenues and significant market share loss to AMD. 3. Intel CEO Pat Gelsinger emphasized the need for restructuring and focusing on the balance sheet.

1. NVIDIA became the world's most valuable company with a $3.3 trillion market valuation. 2. The company's share price dropped 13% in three days after reaching its peak. 3. The decline also affected other tech companies involved in AI development, such as Super Micro Computer and Dell.

1. The S&P 500 managed to end a four-week losing streak with a slight increase. The Federal Reserve's decision to hold interest rates steady and Jerome Powell's comments on inflation were key factors. 2. FedEx, Micron Technology, and Nike reported their quarterly results, with FedEx cutting its annual revenue guidance for the third consecutive quarter. 3. The S&P 500 advanced +0.5%, while the tech-heavy Nasdaq Composite added +0.2%.

1. This article provides a weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers, including companies that have changed their dividends, upcoming ex-dividend dates, and upcoming pay dates. 2. It highlights the importance of staying updated with dividend information, especially for those who follow dividend-paying stocks. 3. The author mentions that The Dividend Kings offers more in-depth analysis and resources for investors interested in high-quality dividend stocks.

1. Intel's stock has lost half its value over five years due to revenue struggles and high expenses; 2. New CEO Lip-Bu Tan brings hope for a turnaround; 3. Intel's estimates have declined sharply, requiring cost cuts and improved cash flow.

1. PayPal's stock is rated 'hold' due to its weak moat and significant challenges, despite decent financial results in FY 2024; 2. The company struggles with declining ROIC and FCF margins, indicating limited long-term value creation; 3. CEO Alex Chriss is focused on innovation and improving user experience, but these efforts may not be enough to compete with strong competition.

1. The author avoids bubble stocks like Nvidia, which has been trading at extreme overvaluations since the second half of 2023; 2. Insider selling was aggressive in 2024, with nearly $2 billion in net liquidated value, before recession fears appeared in early 2025; 3. The author believes current Wall Street forecasts for Nvidia EPS and sales growth are overly optimistic, not accounting for potential recession and competition impacts after early year growth; 4. The trading chart shows an expanding imbalance of sellers vs. buyers since July, with a momentum pattern reminiscent of early 2008.

1. Palantir's stock has retreated by approximately 34% due to market volatility, but its long-term business model and growth rate remain attractive. 2. Despite concerns about defense spending cuts, Palantir's government revenue is a small fraction of the DoD budget, indicating potential for growth. 3. The market may be overreacting negatively, presenting a potential buying opportunity. 4. Palantir's high valuation and strong long-term competitive advantage make it a hold despite the drawdown.

1. Stocks ended lower after a choppy trading session. The S&P 500 flirted with a correction, down 9.3% from its February 19 record close. 2. Small businesses are feeling the heat of the Trump transition, with the NFIB optimism index slipping to 100.7. 3. Bulls hoping for an oversold bounce were left holding the bag as traders chose to fade rallies rather than buy dips.

1. The S&P 500 dropped 3.1% this week, marking its largest weekly decline since September; 2. The index is now 6.09% below its record close from February 19th, 2025; 3. The S&P 500 is down 1.68% year-to-date.

1. Negative divergence in MACD, RSI, and stochastics indicates a potential top and major reversal. 2. Mixed recent earnings with revenue growth and EPS reaching three-year lows. 3. Valuation seems excessive with a high P/S ratio relative to revenue growth and peers. 4. Both technical and fundamental setups are unappealing, suggesting a sell for Snowflake stock.

1. Tesla's stock has dropped nearly 31% in the past month due to tariffs, struggling Chinese sales, and a 'buyers strike' against Elon Musk's electric vehicle maker. 2. Despite still being overvalued, TSLA shares are at their cheapest since November 2024, attracting bulls. 3. Seeking Alpha's Quant System rates TSLA as a Hold, with risks including fierce competition in the Chinese market and buyers' strikes from demonstrators opposing Musk's increasing political action in the U.S. and Europe.

1. Despite a double beat in Q4 earnings, Nvidia's stock has declined due to smaller EPS surprises and disappointing guidance indicating potential future earnings growth is already priced in. 2. Concerns arise from Nvidia's poor conversion of earnings into cash flows, with unusual growth in accounts receivable and inventory. 3. Trade restrictions and tariffs, along with performance issues and fading hype around GenAI, pose significant headwinds for Nvidia. 4. Technical analysis shows bearish signals, suggesting an unfavorable risk-reward scenario for Nvidia's stock in the near term.

1. Nvidia's strong 2024 growth is overshadowed by concerns about its long-term value with its near $3 trillion market cap; 2. CEO's optimistic AI compute demand projections may not lead to sustained revenue/profit growth; 3. Diversification into new businesses may be ill-fated, as tech giants' historical attempts often fail to generate significant profits; 4. Management's emphasis on new ventures raises concerns about the core business strength and long-term growth risks.

1. Rocket Lab reported earnings, with shares falling 12% after the close; 2. Neutron project is on track, but a guidance miss and market sell-off increase short-term risk; 3. The current stock price may offer value for long-term investors, but short-term volatility and potential further declines are possible.