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Yahoo
7 days ago
- Business
- Yahoo
Please shut up — if you're trying to make money in the stock market
Can you all just shut up? That's not just a matter of preference — it turns out, the more people are chattering on social media, the worse future stock-market returns will be. 'The situation is extreme': I'm 65 and leaving my estate to only one grandchild. Can the others contest my will? 'You never know what might happen': How do I make sure my son-in-law doesn't get his hands on my daughter's inheritance? Trade court strikes down Trump tariffs: What it means for markets — and what's next My father-in-law has dementia and is moving in with us. Can we invoice him for a caregiver? My ex-wife said she should have been compensated for working part time during our marriage. Do I owe her? A new research paper titled 'Market Signals from Social Media' studied millions of posts on StockTwits, Seeking Alpha and the social-media platform that used to be called Twitter and is now called X. The researchers examined the sentiment of those posts as well as their frequency. It found stock-market returns rise prior to high-sentiment days, followed by a reversal over the next 20 days, but returns decline prior to high-frequency days, followed by a continuation of negative returns. This is true so much so that a trading strategy built around the findings would've produced excess returns averaging 4.6% with a Sharpe ratio — a measure of risk-adjusted returns — of 1.2, which would be a solid performance by Wall Street standards. The research paper points out sentiment is driven by lagged returns, while attention, or frequency of posts, is predicted by lagged trading. Put a different way, sentiment is driven by past performance, while attention is driven by past volume. And it's especially bad news rather than good that hits sentiment and increases attention. That meshes with theories of loss aversion. The researchers — J. Anthony Cookson from the University of Colorado at Boulder, Runjing Lu from the University of Toronto, William Mullins from the University of California San Diego and Marina Niessner from Indiana University — looked at posts between 2013 and 2021. That's a period that covered the 2013 to 2015 stock-market bull run, the 2018–19 trade war with China, and the onset of the COVID-19 pandemic. Intriguingly, they also compared their results to looking at Google and Bloomberg searches for tickers, as well as daily news stories from the New York Times and Wall Street Journal, and found the social-media data was more predictive. Read on: My husband and I earn $115K and owe $220K on our home. We're inheriting $300K. Should we invest in real estate or stock? Nvidia results are proof the tech sector is worth investor loyalty, says strategist who recommended buying at April lows My friend is getting divorced. Her husband kindly said, 'Take the house.' Is there a catch? It's my dream to travel to Africa. My husband says it's not on his bucket list. Do I pay for him or go alone? The best scenario for 2025 is stocks go nowhere, says this strategist. Here's where he says to camp out instead.
Yahoo
21-05-2025
- Business
- Yahoo
Werner suspends 401(k) match for employees to cut costs
Truckload carrier Werner Enterprises, coming off a first quarter in which it posted an operating loss, has suspended its 401(k) matching program for employees. A Werner (NASDAQ: WERN) spokeswoman confirmed the validity of a screenshot circulating online that announced the suspension of the matching program. She added that the suspension is considered 'temporary.' 'As part of our previously communicated $40 million cost savings initiative for 2025, Werner is taking intentional steps to streamline operations and position the company for long-term growth,' the company said in a statement released to FreightWaves in response to a request for comment. 'This includes difficult but necessary organizational changes. We remain committed to supporting our people through this transition and maintaining operational strength for our customers.' The $40 million cost savings announced with the release of the first-quarter earnings was an increase from $25 million disclosed in late February in conjunction with fourth-quarter 2024 stock is down 26.9% in the past 52 weeks. The screenshot is not a complete reproduction of the note from Werner executive David Marthaler that was circulated to employees last week. 'After careful consideration, Werner has made the difficult decision to temporarily suspend the discretionary matching contribution offered for the 2025 plan year,' the statement from Marthaler said. The change is effective immediately, he added. The notice also said the company expects to reinstate the matching payment 'in the future.' The screenshot tails off after the note says Werner expects to reinstate the benefit 'when there is a significant improvement,' presumably in the company's posted what is believed to be its first quarterly operating loss in the first quarter, though there are reports it had posted earlier operating losses many years ago. Its net income was also negative. Werner lost 12 cents per share, when the consensus estimate was that it would make 24 cents per share, according to SeekingAlpha. Total revenue for the quarter of $712.1 million fell short of the consensus estimate by about $27 million, SeekingAlpha said. The operating loss was $5.8 million, compared to an operating income a year earlier of $15.6 million. Werner's guidance is somewhat nontraditional in that the company does not forecast earnings. But there were a few parts of its latest forecast, released with the earnings, that reflected its view that the current weak market was not on the verge of turning around. For example, Werner forecast that its revenue per total mile in its One-Way Truckload segment would grow 0% to 3% this year. Its forecast issued when its fourth-quarter earnings were released was for a 1% to 4% growth rate. In its Dedicated segment, revenue per truck per week was estimated to grow 0% to 3% for the year. That estimate did not change amid other shifts in its forecast. More articles by John KingstonGeorgia tort reform aims to change practices in judicial 'hell hole' New Jersey, feds take opposite paths on independent contractor rules State of Freight takeaways: Freight crash may turn into sudden revival The post Werner suspends 401(k) match for employees to cut costs appeared first on FreightWaves. Sign in to access your portfolio
Yahoo
15-05-2025
- Business
- Yahoo
Snowflake Inc. (SNOW): Among the Best Growth Stocks to Buy and Hold for the Long Term
We recently compiled a list of the . In this article, we are going to take a look at where Snowflake Inc. (NYSE:SNOW) stands against the other growth stocks. The market closed last week mostly lower, however, the S&P 500 has been up more than 7% since April 11, indicating a returning positive sentiment. On May 10, David Lefkowitz, Equity Strategist at UBS Global Wealth Management, joined CNBC to discuss his bull case for the US equities. Lefkowitz acknowledged the volatility that has been around since the tariff announcement; however, he believes that backdrop remains fairly constructive. He elaborated that the market has had some significant buy signals since early April, characterised by the volatility index giving one of the highest readings, investor sentiment being cautious, and investor positioning has been depressed. Historically speaking, whenever these things have happened in the past, the US equities have performed exceptionally well in the preceding 6 to 12 months. Lefkowitz noted that he is not too concerned with the day-to-day news and volatility, as the market will get choppy on trade negotiation deals. Rather, he is more focused on the bigger picture, which indicates that stocks will ultimately end up higher over the next 12 months. While answering a question regarding the recent rebound in the market, Lefkowitz highlighted that when the volatility index comes down, as it has over the past few weeks, history tells us that the market does not make new lows. Although the market will still be chopping a little. However, it is anticipated to stay within the historic average of 5%. Moreover, the equity strategist is also not concerned about the valuations and believes that as soon as the companies start posting earnings growth, the backdrop will help the market reach its next high. While talking about his most convicted sectors, Lefkowitz noted that he likes secular growth stocks. He elaborated that growth as a sector was hit earlier this year due to doubts regarding AI trends and its ability to generate a return on investment. This has resulted in the sector being at the bottom of the market. However, Lefkowitz believes that the demand for AI products and the sophisticated infrastructure will keep growing for at least the next few years, thereby generating sustainable earnings growth. To compile the list of 12 best growth stocks to buy and hold for the long term, we used the Finviz stock screener, Seeking Alpha, and Insider Monkey's Q4 2024 hedge fund database. Using the screener, we aggregated a list of growth stocks that have grown their sales by at least 30% over the past 5 years. Next, we cross-checked the 5-year sales growth for each stock from Seeking Alpha and ranked the stocks in ascending order of the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A software engineer at work, surrounded by a wall of computer monitors connected to a 'Data Cloud' platform. Snowflake Inc. (NYSE:SNOW) is a technology company that specializes in providing a cloud-based platform that provides data cloud and artificial intelligence solutions. The company relies on cloud-native architecture, which consists of three integrated layers including compute, storage, and cloud services. Snowflake Inc. (NYSE:SNOW) reported its fiscal fourth quarter results for 2025 on February 26. It reported a revenue of $943.3 million, reflecting 28% year-over-year growth driven by a robust demand for its AI platform and data cloud. Management noted that it achieved a net revenue retention rate of 126%, indicating customer satisfaction. The company had 580 customers generating more than $1 million in product revenue over the trailing 12 months, a 27% increase year-over-year, showing growth in large, high-value customer accounts. On May 6, Snowflake Inc. (NYSE:SNOW) announced that it has expanded its AI Data Cloud platform to deliver specialized, AI-powered solutions tailored for the automotive industry. Management noted that 80% of major automotive OEMs already rely on Snowflake's platform for their data and AI initiatives, and now the company is also helping manufacturers like CarMax and Nissan drive innovation. The company ranks as one of the best growth stocks to buy and hold for the long term. Artisan Mid Cap Fund stated the following regarding Snowflake Inc. (NYSE:SNOW) in its Q1 2025 investor letter: 'During the quarter, we initiated new GardenSM positions in Baker Hughes, Snowflake Inc. (NYSE:SNOW) and Viking. Snowflake is a leading cloud data warehouse and analytics platform, benefiting from the ongoing shift away from on-premise infrastructure. Its cloud-native architecture enables greater scalability, faster performance and improved efficiency for businesses managing large data sets. We see upside as a new management team refines the company's sales and marketing strategy, aligning it with the growing demand for tools that help organizations organize and analyze data. While competition bears watching, we believe Snowflake is well positioned to help its customers structure data to take advantage of increasingly powerful AI models.' Overall SNOW ranks 4th on our list of the best growth stocks to buy and hold for the long term. While we acknowledge the potential of SNOW as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than SNOW but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
15-05-2025
- Business
- Yahoo
AppLovin Corporation (APP): Among the Best Growth Stocks to Buy and Hold for the Long Term
We recently compiled a list of the . In this article, we are going to take a look at where AppLovin Corporation (NASDAQ:APP) stands against the other growth stocks. The market closed last week mostly lower, however, the S&P 500 has been up more than 7% since April 11, indicating a returning positive sentiment. On May 10, David Lefkowitz, Equity Strategist at UBS Global Wealth Management, joined CNBC to discuss his bull case for the US equities. Lefkowitz acknowledged the volatility that has been around since the tariff announcement; however, he believes that backdrop remains fairly constructive. He elaborated that the market has had some significant buy signals since early April, characterised by the volatility index giving one of the highest readings, investor sentiment being cautious, and investor positioning has been depressed. Historically speaking, whenever these things have happened in the past, the US equities have performed exceptionally well in the preceding 6 to 12 months. Lefkowitz noted that he is not too concerned with the day-to-day news and volatility, as the market will get choppy on trade negotiation deals. Rather, he is more focused on the bigger picture, which indicates that stocks will ultimately end up higher over the next 12 months. While answering a question regarding the recent rebound in the market, Lefkowitz highlighted that when the volatility index comes down, as it has over the past few weeks, history tells us that the market does not make new lows. Although the market will still be chopping a little. However, it is anticipated to stay within the historic average of 5%. Moreover, the equity strategist is also not concerned about the valuations and believes that as soon as the companies start posting earnings growth, the backdrop will help the market reach its next high. While talking about his most convicted sectors, Lefkowitz noted that he likes secular growth stocks. He elaborated that growth as a sector was hit earlier this year due to doubts regarding AI trends and its ability to generate a return on investment. This has resulted in the sector being at the bottom of the market. However, Lefkowitz believes that the demand for AI products and the sophisticated infrastructure will keep growing for at least the next few years, thereby generating sustainable earnings growth. To compile the list of 12 best growth stocks to buy and hold for the long term, we used the Finviz stock screener, Seeking Alpha, and Insider Monkey's Q4 2024 hedge fund database. Using the screener, we aggregated a list of growth stocks that have grown their sales by at least 30% over the past 5 years. Next, we cross-checked the 5-year sales growth for each stock from Seeking Alpha and ranked the stocks in ascending order of the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). A close-up of a mobile device, showing an advertiser reaching out to a consumer via a software-based platform. AppLovin Corporation (NASDAQ:APP) is a mobile technology company that provides end-to-end artificial intelligence solutions. The company primarily operates through two main business segments, including the Advertising and Apps segment. Under the Advertising Segment, the company operates a range of platforms, including AppDiscovery, Max, Adjust, and Wurl. On the other hand, through its Apps Segment, the company operates a portfolio of free-to-play mobile games through its own or partner studios. On May 9, Bank of America Securities analyst Omar Dessouky reiterated a Buy rating and $580 price target on the stock. The analyst based his bullish sentiment on the strong Q1 2025 performance of AppLovin Corporation (NASDAQ:APP), particularly liking the Advertising segment. The segment demonstrated a 78% year-over-year growth to reach $1.158 billion. This led the total revenue of the company to $1.48 billion, reflecting a 40% growth year-over-year. The analyst highlighted that this growth was mainly driven by gaming advertisers and a notable surge in eCommerce revenue, surpassing Bank of America's estimates. Dessouky also pointed to AppLovin Corporation's (NASDAQ:APP) new self-service dashboard, which is expected to accelerate advertiser onboarding and enhance future growth prospects. The company ranks as one of the best growth stocks to buy and hold for the long term. Carillon Eagle Mid Cap Growth Fund stated the following regarding AppLovin Corporation (NASDAQ:APP) in its Q1 2025 investor letter: 'AppLovin Corporation (NASDAQ:APP) is a platform for mobile application developers to grow their apps through user acquisition, monetization, and analytics. The company continued to report healthy growth and provided guidance indicating robust future growth, thanks to the strong reception of its latest tools by existing customers and its expansion into new verticals. However, post-earnings, shareholders became concerned about a short seller's report questioning data collection practices. Management addressed these issues thoroughly, but lingering questions and general tariff related news impacting the broader market have compounded concerns.' Overall APP ranks 3rd on our list of the best growth stocks to buy and hold for the long term. While we acknowledge the potential of APP as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than APP but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
15-05-2025
- Business
- Yahoo
Shopify Inc. (SHOP): Among the Best Growth Stocks to Buy and Hold for the Long Term
We recently compiled a list of the . In this article, we are going to take a look at where Shopify Inc. (NASDAQ:SHOP) stands against the other growth stocks. The market closed last week mostly lower, however, the S&P 500 has been up more than 7% since April 11, indicating a returning positive sentiment. On May 10, David Lefkowitz, Equity Strategist at UBS Global Wealth Management, joined CNBC to discuss his bull case for the US equities. Lefkowitz acknowledged the volatility that has been around since the tariff announcement; however, he believes that backdrop remains fairly constructive. He elaborated that the market has had some significant buy signals since early April, characterised by the volatility index giving one of the highest readings, investor sentiment being cautious, and investor positioning has been depressed. Historically speaking, whenever these things have happened in the past, the US equities have performed exceptionally well in the preceding 6 to 12 months. Lefkowitz noted that he is not too concerned with the day-to-day news and volatility, as the market will get choppy on trade negotiation deals. Rather, he is more focused on the bigger picture, which indicates that stocks will ultimately end up higher over the next 12 months. While answering a question regarding the recent rebound in the market, Lefkowitz highlighted that when the volatility index comes down, as it has over the past few weeks, history tells us that the market does not make new lows. Although the market will still be chopping a little. However, it is anticipated to stay within the historic average of 5%. Moreover, the equity strategist is also not concerned about the valuations and believes that as soon as the companies start posting earnings growth, the backdrop will help the market reach its next high. While talking about his most convicted sectors, Lefkowitz noted that he likes secular growth stocks. He elaborated that growth as a sector was hit earlier this year due to doubts regarding AI trends and its ability to generate a return on investment. This has resulted in the sector being at the bottom of the market. However, Lefkowitz believes that the demand for AI products and the sophisticated infrastructure will keep growing for at least the next few years, thereby generating sustainable earnings growth. To compile the list of 12 best growth stocks to buy and hold for the long term, we used the Finviz stock screener, Seeking Alpha, and Insider Monkey's Q4 2024 hedge fund database. Using the screener, we aggregated a list of growth stocks that have grown their sales by at least 30% over the past 5 years. Next, we cross-checked the 5-year sales growth for each stock from Seeking Alpha and ranked the stocks in ascending order of the number of hedge fund investors. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (). An enthusiastic customer completing a purchase and receiving an order confirmation via one of the companies online sales channels. Shopify Inc. (NASDAQ:SHOP) is an international e-commerce company based in Canada. It provides businesses with an all-in-one platform that allows them to create and operate online stores. The platform also offers an integrated back-office system where merchants can manage products and inventory, process orders and payments, and ship orders. On May 9, J.P. Morgan analyst Reginald Smith maintained an Overweight rating on the stock and revised the price target to $115 from $124. The analyst noted that Shopify Inc. (NASDAQ:SHOP) recently announced its Q1 2025 results, highlighting 27% year-over-year growth, driven largely by a 29% rise in Merchant Solutions. Smith noted that the growth not only indicates strength in payments but also leads the company's revenue to surpass Street targets. Moreover, the free cash flow margins of 15% also met the market consensus. Smith also emphasized Shopify Inc.'s (NASDAQ:SHOP) competitive moat, broad product offerings, ease of use, and scale as key advantages fueling industry-leading growth. He projects compounded annual growth rates of 20% for revenue and 29% for operating profit through 2026. The company ranks as one of the growth stocks to buy and hold for the long term. Overall SHOP ranks 6th on our list of the best growth stocks to buy and hold for the long term. While we acknowledge the potential of SHOP as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than SHOP but that trades at less than 5 times its earnings, check out our report about this . READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey. 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
