Latest news with #DowJonesIndices
Yahoo
7 hours ago
- Business
- Yahoo
Why Twilio (TWLO) Stock Is Down Today
What Happened? Shares of customer engagement platform Twilio (NYSE:TWLO) fell 3.2% in the morning session after the major indices continued to pull back, with technology stocks accounting for most of the market's largest decliners. A key reason for this trend is that much of the recent market gains were concentrated in the "AI trade," which includes these large technology and semiconductor companies. So this could also mean that some investors are locking in some gains ahead of more definitive feedback from the Fed. Despite the downturn, some analysts viewed this as an opportunity to own some of the "Core AI winners." Dan Ives of Wedbush Securities commented, "In our view, the tech bull cycle will be well intact for at least another 2-3 years, given the trillions being spent on AI infrastructure/software/chips/power/apps looking ahead. This remains our tech playbook and investor roadmap." Additionally, mixed earnings reports from retailers, such as Target, have added to the market's weakness. Investors are closely monitoring these reports for insights into the broader economic health and the potential impact of new tariffs on inflation. The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks. Is now the time to buy Twilio? Access our full analysis report here, it's free. What Is The Market Telling Us Twilio's shares are very volatile and have had 22 moves greater than 5% over the last year. In that context, today's move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 5 days ago when the stock gained 6.5% on the news that the company was added to the S&P MidCap 400 index. S&P Dow Jones Indices announced that the cloud communications provider will join the index effective prior to the opening of trading on Tuesday, August 19. This inclusion is significant as it typically boosts demand for a company's stock from index funds and other institutional investors that track the benchmark. The move follows the completion of UnitedHealth Group's acquisition of Amedisys, the company Twilio is set to replace. The announcement spurred a positive market reaction, reflecting investor enthusiasm and increased confidence in the company's growth trajectory. Twilio is down 6.8% since the beginning of the year, and at $101.64 per share, it is trading 31.5% below its 52-week high of $148.35 from January 2025. Investors who bought $1,000 worth of Twilio's shares 5 years ago would now be looking at an investment worth $394.51. Unless you've been living under a rock, it should be obvious by now that generative AI is going to have a huge impact on how large corporations do business. While Nvidia and AMD are trading close to all-time highs, we prefer a lesser-known (but still profitable) semiconductor stock benefiting from the rise of AI. Click here to access our free report on our favorite semiconductor growth story. Sign in to access your portfolio
Yahoo
21-07-2025
- Business
- Yahoo
Block Stock Soars Ahead of S&P 500 Entry
KEY TAKEAWAYS Block shares surged Monday as the digital payments provider prepares to join the S&P 500 Index starting Wednesday. S&P Dow Jones Indices, the index compiler, announced Friday that Block would replace Hess, after Chevron completed its $53 billion takeover of its smaller oil rival. Both Jefferies and Deutsche Bank have "buy" ratings on Block and forecast Cash App's (XYZ) shares surged 7% in Monday afternoon trading as the digital payments provider prepares to join the S&P 500 Index starting Wednesday. S&P Dow Jones Indices, the index compiler, announced Friday that Block would replace Hess (HES) after Chevron (CVX) completed its $53 billion takeover of its smaller oil rival. Shares of Block were down about 14% for 2025 through Friday's close. Jefferies analysts Monday raised their price target on Block to $90 from $75, while sticking with their "buy" rating on the company formerly known as Square. 'Despite the recent outperf. and having become a favored name across the group, we see plenty to drive the story forward,' the analysts wrote, adding that they expect the share price to increase reflecting Square's U.S. growth in gross payment volume—which measures the total dollar amount of card payments processed by sellers in the company's payment ecosystem. Block's continued guidance toward 'progressive acceleration' through the year end and a potential return to growth in monthly active users on Cash App, its popular peer-to-peer (P2P) payment service, should be other catalysts for share price gains, the analysts wrote. Deutsche Bank, which has a "buy" rating on Block, said it also expects 're-acceleration' at Cash App, noting that the company could see strong gross payment volume growth this coming quarter. This article has been updated since it was first published to reflect more recent share price values. Read the original article on Investopedia Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-07-2025
- Business
- Yahoo
Unsung AI stock pops after joining S&P 500
Unsung AI stock pops after joining S&P 500 originally appeared on TheStreet. Though smaller-cap indexes swung wildly, the S&P 500 has been a lot more confident, continuing to grind higher in 2025. Unsurprisingly, Big Tech is pulling its weight, and AI momentum has shown no signs of fading. 💵💰💰💵 That said, one rising AI stock just cleared a massive milestone, and it's quietly stepping onto a bigger stage that will usher in a new growth phase for its business. For companies, getting into the S&P 500 isn't just a flex; it's a monumental event. It's like hitting the jackpot, as you're not only thrown into the spotlight, but also unleashing billions in passive inflows from index funds. Once companies get the green light from the S&P Dow Jones Indices committee, it's game on, as traders, fund managers, and analysts don't wait need a minimum market cap of roughly $22.7 billion, robust liquidity (dollar volume to float above 0.75), and a minimum of 250,000 monthly trading volume. On top of that, companies need at least a 10% public float, a U.S. headquarters, a major exchange listing, and yes, genuine profits in the last quarter and over the past year. An S&P 500 inclusion doesn't just mean a stock bump for companies. It brings more analyst coverage, attractive corporate optics, and even a lower financing structure. In simple terms, the company hits the big leagues, which shows investors that the business has genuine staying power. The index is up 6.6% so far in 2025; it's comfortably outpaced the Dow, while tracking slightly behind the Nasdaq. Generative AI and tech giants are doing all the heavy lifting, but consumer names haven't dropped the ball, either. More Tech Stock News: Veteran analyst drops massive call on AMD stock Bank of America drops shocking call on Super Micro stock Cathie Wood drops bold message on Apple, Tesla stock Despite the inflationary pressures and Fed uncertainty, pullbacks have been mostly shallow. Dips get snapped up quickly by investors who are hunting for value in places such as health care and utilities. Compared to the chaos in smaller-cap names, the S&P's healthy rise feels much more reliable. That's exactly the backdrop one 'sleeper' stock just stepped into. The Trade Desk () just staked its claim to the S&P 500. Trade Desk stock surged 14% on Monday after the digital adtech platform was tapped to join the S&P 500. It replaced ANSYS ahead of its much-talked-about acquisition by Synopsys, with the move becoming official before markets open Friday, July 18. For investors, that upgrade means fresh new capital will be funneling into The Trade Desk, whether markets like it or not. The California-based company operates one of the most advanced AI-powered demand-side platforms (DSPs) in the market. The platform enables advertisers to buy across multiple digital channels, from mobile and desktop to streaming TV in real it gives brands full visibility into where every dollar goes, and users can efficiently target, measure, and optimize campaigns. The real kicker? AI. At the core of its platform is Koa, a tailor-made AI engine that crunches bid signals to predict which ads are likely to perform well. It doesn't just automate bidding — it adapts in real time to efficiently maximize return on investment. And it's not stopping there. The Trade Desk recently launched cutting-edge new tools in tracking viewer behavior across screens, partnering with the leading streaming platforms while rolling out privacy-first identity tech with Unified ID 2.0. What's amazing is that despite the sluggishness in the ad market, The Trade Desk is growing. And now, with its S&P 500 inclusion, it's now finally playing at a tremendous AI stock pops after joining S&P 500 first appeared on TheStreet on Jul 15, 2025 This story was originally reported by TheStreet on Jul 15, 2025, where it first appeared. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Miami Herald
15-07-2025
- Business
- Miami Herald
Unsung AI stock pops after joining S&P 500
Though smaller-cap indexes swung wildly, the S&P 500 has been a lot more confident, continuing to grind higher in 2025. Unsurprisingly, Big Tech is pulling its weight, and AI momentum has shown no signs of fading. Don't miss the move: Subscribe to TheStreet's free daily newsletter That said, one rising AI stock just cleared a massive milestone, and it's quietly stepping onto a bigger stage that will usher in a new growth phase for its business. Image source: Bloomberg/Getty Images For companies, getting into the S&P 500 isn't just a flex; it's a monumental event. It's like hitting the jackpot, as you're not only thrown into the spotlight, but also unleashing billions in passive inflows from index funds. Once companies get the green light from the S&P Dow Jones Indices committee, it's game on, as traders, fund managers, and analysts don't wait around. Related: JPMorgan delivers blunt warning on S&P 500 Companies need a minimum market cap of roughly $22.7 billion, robust liquidity (dollar volume to float above 0.75), and a minimum of 250,000 monthly trading volume. On top of that, companies need at least a 10% public float, a U.S. headquarters, a major exchange listing, and yes, genuine profits in the last quarter and over the past year. An S&P 500 inclusion doesn't just mean a stock bump for companies. It brings more analyst coverage, attractive corporate optics, and even a lower financing structure. In simple terms, the company hits the big leagues, which shows investors that the business has genuine staying power. The index is up 6.6% so far in 2025; it's comfortably outpaced the Dow, while tracking slightly behind the Nasdaq. Generative AI and tech giants are doing all the heavy lifting, but consumer names haven't dropped the ball, either. More Tech Stock News: Veteran analyst drops massive call on AMD stockBank of America drops shocking call on Super Micro stockCathie Wood drops bold message on Apple, Tesla stock Despite the inflationary pressures and Fed uncertainty, pullbacks have been mostly shallow. Dips get snapped up quickly by investors who are hunting for value in places such as health care and utilities. Compared to the chaos in smaller-cap names, the S&P's healthy rise feels much more reliable. That's exactly the backdrop one "sleeper" stock just stepped into. The Trade Desk (TTD) just staked its claim to the S&P 500. Trade Desk stock surged 14% on Monday after the digital adtech platform was tapped to join the S&P 500. It replaced ANSYS ahead of its much-talked-about acquisition by Synopsys, with the move becoming official before markets open Friday, July 18. For investors, that upgrade means fresh new capital will be funneling into The Trade Desk, whether markets like it or not. The California-based company operates one of the most advanced AI-powered demand-side platforms (DSPs) in the market. The platform enables advertisers to buy across multiple digital channels, from mobile and desktop to streaming TV in real time. Related: Wall Street giant shares bold message on S&P 500's Magnificent 7 Additionally, it gives brands full visibility into where every dollar goes, and users can efficiently target, measure, and optimize campaigns. The real kicker? AI. At the core of its platform is Koa, a tailor-made AI engine that crunches bid signals to predict which ads are likely to perform well. It doesn't just automate bidding - it adapts in real time to efficiently maximize return on investment. And it's not stopping there. The Trade Desk recently launched cutting-edge new tools in tracking viewer behavior across screens, partnering with the leading streaming platforms while rolling out privacy-first identity tech with Unified ID 2.0. What's amazing is that despite the sluggishness in the ad market, The Trade Desk is growing. And now, with its S&P 500 inclusion, it's now finally playing at a tremendous scale. Related: Wall Street pro drops bold price target on Circle stock The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.
CNBC
14-07-2025
- Business
- CNBC
Dividend payouts could hit a record this year. These stocks are Wall Street's favorites
While dividend growth continued to slow in the second quarter, there is some encouraging news on what may lie ahead. The net change in dividends — the increases minus decreases — for domestic U.S. common stocks rose $7.4 billion in the second quarter of 2025, according to S & P Dow Jones Indices . That is significantly less than the $16 billion increase in the year-ago period and the $15.3 billion gain in the first quarter of this year, the firm found. Economic uncertainty may have had companies limiting the size of their dividend increases, but once policies become clear, they will be in a better position to adjust their business plans — which may include a higher commitment to dividends, said Howard Silverblatt, senior index analyst at S & P Dow Jones Indices. He anticipates the second half of 2025 could see stronger than historical averages for dividends. Help from banks "Q3 is expected to start out with an improvement from big banks as they continue to increase their dividends, helped by the Fed's recent positive stress test results ; the third quarter has the potential to set a new quarterly dividend payment record," Silverblatt said in a statement last week. "For 2025, the S & P 500 is expected to post a record payment, posting a 6% increase in dividend payments," he added. That is down from 8% anticipated before the year began and below the 6.4% increase in 2024. In 2023, dividends rose 5.1%, Silverblatt said. To be sure, dividends are not as favored as they once were and the yield on the S & P 500 is near all-time lows, Deutsche Bank said in a July 8 note. Instead, companies have turned to share buybacks, which overtook dividends in the mid-2000s as the primary way companies returned capital to shareholders, said Jim Reid, global head of macro and thematic research at Deutsche Bank. Buyback risk However, buybacks create more risk in the market, since they are discretionary, are often bought during market highs and may inflate corporate earnings, Reid explained. If a downturn hits, buybacks can stop much more quickly than dividends — and that can pull away a key pillar of market support, he said. "With dividend yields now approaching all-time lows, there's a case to be made that valuations and investor expectations have become stretched," Reid wrote. "In a crisis, the lack of durable income from dividends may matter more than markets currently appreciate." Still, there are some who think dividends will return to their former glory — or at least trend in that direction over time. Federated Hermes senior portfolio manager Daniel Peris, who wrote the book " The Ownership Dividend, " predicted on CNBC last year a major paradigm shift in the market as dividends come back in vogue. "Will we get back to the very, very high rate of companies that pay dividends as opposed to a much lower rate currently? Over time, yes," Peris said. In the meantime, for investors looking for dividends, there are still plenty of options available. Favorite dividend payers To find names that consistently grow their dividends and are favored by Wall Street, CNBC Pro screened for stocks in the Vanguard Dividend Appreciation ETF that are covered by at least 15 analysts and are rated buy by at least 55% of them, according to FactSet. The companies also have at least a $10 billion market cap and an upside to the average price target of 10% or more. Here are the names that made the cut. Bank of America has a dividend yield of 2.2% and 13% upside to the average price target. The Charlotte, N.C.-based money center bank recently raised its quarterly dividend by 8% to 28 cents, starting in the third quarter, after passing the Federal Reserve stress test, which measures banks' financial health in the event of an economic downturn. Bank of America is set to report second-quarter financial results on Wednesday. Shares have gained 7% year to date. BAC YTD mountain Bank of America year to date Coca-Cola is expected to release its latest results next week. In its last report in April, the soft drink maker beat analysts' expectations and largely reaffirmed its full-year outlook. Coke also called the effect of higher tariffs "manageable," but said it expects some short-term choppiness tied to trade conflicts. The stock is up 11.5% so far this year, has a 2.9% dividend yield and 13.5% upside to analysts' average price target. KO YTD mountain Coca-Cola year to date Procter & Gamble currently yields 2.7% and has 11.7% upside to the average price target. While the majority of analysts rate the stock a buy, there was one notable downgrade on Monday when Evercore ISI changed its rating to in line from outperform. The investment bank pointed to the loss of P & G market share on Amazon. . P & G hit a 52-week low on Monday and is down about 8% year to date. PG YTD mountain Procter & Gamble year to date
