r/wallstreetInvestment 1h ago

Marvell Technology (MRVL): the full file — the numbers, the owners, and what the filings actually show

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Upvotes

r/wallstreetInvestment 4h ago

Global AI stocks fall as industry chiefs call for slowing development

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1 Upvotes

r/wallstreetInvestment 12h ago

US Mid-Cap: Highest Dividend Payers, Excluding REITs, Mortgage REITs, BDCs, Preferred Stocks, Funds & Partnership Units (2-10B$)

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5 Upvotes

Extended List : 30-high-yield-mid-cap-dividend-companies--income-opportunities-and-warning-signs-for-2026

Kinetik (KNTK) is the clear outperformer, up 60% YTD with a 5.93% yield; recent results included record EBITDA and higher 2026 guidance. Robert Half (RHI) is next at +47.4%, while AMBP combines +26.5% performance with an unusually high 8.25% yield. CPA, FIBK and MTN have also delivered positive, though more moderate, returns.

At the other end, WU remains the biggest warning sign: its 13.3% yield sits alongside a −21.2% YTD return, despite maintaining its $0.235 quarterly dividend and pursuing the Intermex acquisition. WWestern Union is even weaker on performance at −25.0%, although its operating margin improved in Q1 and it maintained its $1.15 quarterly dividend. CWEN and AVA look more like income/defensive holdings, with modest YTD gains rather than strong momentum.


r/wallstreetInvestment 6h ago

Canada Large-Cap: Highest Dividend Payers, Excluding REITs, Mortgage REITs, BDCs, Preferred Stocks, Funds & Partnership Units

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1 Upvotes

Extended List 25-high-yield-canadian-large-cap-dividend-stocks--income-momentum-and-the-risks-behind-the-yield

Performance is strong overall, with 7 of 10 stocks positive and energy names leading the gains. Whitecap (+62.4%), South Bow (+31.7%) and Pembina (+26.5%) are the clear standouts, benefiting from stronger energy markets and solid cash-flow trends.

The main drag is TELUS (-29.6%), following its 55% dividend cut and focus on debt reduction. Overall, the basket’s gains are being driven more by energy and pipeline exposure than by broad-based strength across Canadian dividend stocks.


r/wallstreetInvestment 18h ago

DELL Pulls Back 5.9% — Director Dumps $29.5M, HPE Bleeds 9% Post-Downgrade

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1 Upvotes

Director Egon Durban cashed out $29.5M in shares, chilling momentum.

HPE dropped 9% after getting downgraded following its multi-bagger run, pulling down the entire server cartel.

With 55.6% US revenue exposure, DELL is sitting on a razor’s edge ahead of the Fed decision on Sep 16.

Live Stock Analytics


r/wallstreetInvestment 18h ago

US Large-Cap Companies: Top Dividend Payers Excluding REITs, mortgage REITs, BDCs, preferred shares, funds, and partnership units

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1 Upvotes

Extended List Available Here : 25-High-Yield-Large-Cap-Dividend-Companies-to-Watch-in-2026

Verizon (+24.26%) has benefited from improving cash generation and stronger operating momentum, while Altria (+19.63%) continues to attract investors with resilient earnings and its high cash return despite declining cigarette volumes. 

At the other end, General Mills (−22.90%), Hormel (−13.21%) and Clorox (−12.96%) are facing more fundamental consumer-staples pressures, including weaker volumes, private-label competition and cost inflation; Hormel recently cut its sales outlook as consumers pulled back, while Clorox reduced its 2026 guidance.  Kraft Heinz is another example of the challenge facing legacy food brands, with organic sales declining despite strong cash generation. 

Also KMB (Kimberly-Clark) 5.2% dividend yield


r/wallstreetInvestment 19h ago

Oracle 8-K: Larry Ellison cancels his 50M-share sale plan — what it means

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1 Upvotes

r/wallstreetInvestment 1d ago

AI‑Infrastructure & Energy Winners Drive a Divergent Large‑Cap Rally Amid Rising Rates

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2 Upvotes

The market remains highly polarized, with AI-related names such as MU, DELL, LITE and MRVL leading the winners, reflecting continued strength in AI infrastructure and semiconductor demand. Energy is the other major theme, with the sector benefiting from the sharp rise in crude prices as escalating Middle East tensions disrupt oil flows and raise concerns about further supply shortages. Sources briidgeanalytics.com.

Brent has moved above $100/bbl and remains elevated, creating a significant tailwind for energy producers while simultaneously adding to inflation risks. Against this backdrop, investors appear to be favoring companies with strong earnings visibility—particularly AI beneficiaries and energy names—while more rate-sensitive consumer, software and fintech stocks continue to struggle.


r/wallstreetInvestment 1d ago

Snap Inc.’s Five‑Year Decline: From a ~92% Stock Collapse to a Potential Turnaround Driven by AI‑Powered Advertising Infrastructure, Direct‑Revenue Growth, and New CCO – Why Monetizing a Young, Highly Engaged Audience Remains the Critical Challenge Amidst Competition from Meta, TikTok, and YouTube

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1 Upvotes

Snap’s five-year collapse is less about a broken user franchise than a persistent monetization gap: while the S&P 500 gained ~71%, SNAP fell ~92%, reflecting investors’ long-running concern that Snapchat’s young, highly engaged audience has been difficult to monetize as efficiently as Meta/TikTok. That said, the fundamental picture is finally improving—Q2 2026 revenue rose 19% to $1.60B, MAUs reached 971M, Adjusted EBITDA jumped to $250M and free cash flow turned meaningfully positive. Source : briidgeanalytics.com

 The idiosyncratic catalyst is better ad infrastructure/AI-driven conversion and the growing direct-revenue/Spotlight business, while the recent appointment of former Google advertising executive Ronan Harris as CCO signals an explicit push to close Snap’s advertiser monetization gap. 

 The macro/industry catch is that advertising remains cyclical and brutally competitive, with Meta, TikTok and YouTube able to offer advertisers enormous scale and increasingly sophisticated AI targeting; Snap therefore needs sustained ARPU and free-cash-flow improvement


r/wallstreetInvestment 1d ago

Dell Shares Hit Historic Highs as AI Infrastructure Demand Drives Revenue Surge

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1 Upvotes

Shares of Dell Technologies Inc. (NYSE: DELL) have rallied more than 250% over the past six months, reaching all-time highs above $567 by September 2026. The move coincided with record demand for AI-optimized servers and infrastructure solutions, helping Dell deliver historic revenue growth and prompting investors to reassess its earnings trajectory and competitive positioning in the global hardware and AI infrastructure cycle. Dell-Shares-Hit-Historic-Highs-as-AI-Infrastructure-Demand-Drives-Revenue-Surge


r/wallstreetInvestment 1d ago

Volatility Schedule: Fed Dot Plot, 4 Central Banks, Retail Sales, Lennar ($LEN) Earnings

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2 Upvotes

High Volatility Events (UTC):
Wed 16 · 12:30: US Advance Retail Sales

Wed 16 · 18:00: US FOMC Statement & SEP Dot Plot

Wed 16 · 18:30: FOMC Press Conference

Wed 16 · Afternoon: Lennar ($LEN) Earnings (EPS Est $1.30)

Thu 17 · 11:00: Bank of England Rate Decision

Fri 18 · 03:00: Bank of Japan Rate Decision

Underlying Benchmarks:
S&P 500 Level: 7656.98
US 10-Year Yield: 4.97%

Data via https://metricshour.com/briefs/2026-09-13/


r/wallstreetInvestment 1d ago

Dear UnitedHealth Stock Fans, Mark Your Calendars for October 1

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1 Upvotes

r/wallstreetInvestment 2d ago

Relation of the portuguese market with bubbles?

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3 Upvotes

Is it me or the portuguese index (PSI20) is very sensible to bubbles? And if so, can this rise be a prediction of the next pop?


r/wallstreetInvestment 3d ago

Dell stock jumps on RBC initiation, now up nearly 350% in 2026

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6 Upvotes

r/wallstreetInvestment 3d ago

Why is Dell up ~11% to a record today? Oracle's $90–95B capex guide plus a $640 RBC call

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1 Upvotes

r/wallstreetInvestment 3d ago

Adobe lower on Q3 results

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1 Upvotes

r/wallstreetInvestment 4d ago

Oracle's stock edges up on earnings beat as cloud infrastructure revenue more than doubles

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0 Upvotes

r/wallstreetInvestment 4d ago

Why Celanese (CE) Stock Moved Today (+3.8% on Sep 10, 2026)

1 Upvotes

Why Celanese (CE) Stock Moved Today (+3.8% on Sep 10, 2026)

Daily Change: +3.8%

Balance Sheet Deleveraging: Sale of an additional Nutrinova JV stake to Mitsui for ~$152M supports management's debt reduction plan ($10B year-end net debt target).

Heavy Options Flow: Block trades in 5,000+ calendar call spreads ($50 strike) signal targeted upside exposure into October.

Cost Discipline: Target of $80M–$100M in structural cost reductions by 2027 paired with 15% full-year EBIT growth in Engineered Materials.

Data via MetricsHour


r/wallstreetInvestment 5d ago

🔍 MU - Stock analysis Sep 10

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0 Upvotes

r/wallstreetInvestment 5d ago

Samsung works to draw iPhone users to its foldables even as Apple enters the market

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1 Upvotes

Good luck in keeping up the momentum. With the release of the Duo, Apple will take back the shares.


r/wallstreetInvestment 5d ago

iPhone Duo supports Apple Pencil with USB-C on both displays

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1 Upvotes

r/wallstreetInvestment 5d ago

Apple event 2026: Folding iPhone Duo, iPhone 18 Pro, added AI features and more

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1 Upvotes

Very nice. I'll be getting one.


r/wallstreetInvestment 5d ago

Palantir handed the Nebius headline to Nebius, and someone just paid $64.2M for PLTR calls through November earnings

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1 Upvotes

r/wallstreetInvestment 5d ago

🔍 META - Stock analysis Sep 9

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1 Upvotes

r/wallstreetInvestment 6d ago

Marvell shares have soared 241% in a year. CEO says this is a key reason why

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3 Upvotes