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The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.
24/7 Wall St.42d agoneutral
The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

On a recent episode of Barron’s Streetwise, host Jack Hough answered a listener named William who was nervous about how much money he had made in AI-adjacent names like Dell (NYSE:DELL) and HPE (NYSE:HPE). Hough’s answer had a number in it that should probably make everyone else nervous too. “You can look at the S&P 500 right now ... The S&P 500 Looks Pricey at 22x Earnings. On Cash Flow, It’s a Terrifying 32x.

Flex Makes Strategic Portfolio Move With Sheldahl Divestiture
Insider Monkey42d agoneutral
Flex Makes Strategic Portfolio Move With Sheldahl Divestiture

With a short percentage of shares outstanding of 1.80%, Flex Ltd. (NASDAQ:FLEX) is among the 7 Best Battery Technology Stocks to Buy for Grid Storage. On June 9, Flex Ltd. (NASDAQ:FLEX) announced the divestiture of its Sheldahl business to Chase Corporation as part of its ongoing strategy to optimize its portfolio and increase its focus on higher-growth, higher-margin businesses. Sheldahl designs and […]

Rivian Stock Soars on Target Price Hike. There’s Just One Problem.
Barrons.com42d agobullish
Rivian Stock Soars on Target Price Hike. There’s Just One Problem.

Rivian stock soared again Monday after J.P. Morgan boosted its price target for the EV maker’s shares. The problem: Rivian’s recent hot streak has taken the stock beyond what J.P. Morgan and the rest of Wall Street think it is actually worth. The move came after analyst Rajat Gupta raised his price target to $15 per share from $9 per share, following Rivian’s recent delivery report.

3 Reasons to Sell AMCX and 1 Stock to Buy Instead
StockStory42d agoneutral
3 Reasons to Sell AMCX and 1 Stock to Buy Instead

AMC Networks has had an impressive run over the past six months as its shares have beaten the S&P 500 by 6.9%. The stock now trades at $10.26, marking a 14.5% gain. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

2 Reasons to Watch COUR and 1 to Stay Cautious
StockStory42d agoneutral
2 Reasons to Watch COUR and 1 to Stay Cautious

Over the past six months, Coursera’s stock price fell to $5.90. Shareholders have lost 18.8% of their capital, which is disappointing considering the S&P 500 has climbed by 7.7%. This was partly due to its softer quarterly results and might have investors contemplating their next move.

S&P Global (SPGI): Strong Fundamentals Amid AI Uncertainties?
Insider Monkey42d agoneutral
S&P Global (SPGI): Strong Fundamentals Amid AI Uncertainties?

Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Q2 marked the S&P 500’s best quarter since Q2 2020, yet underlying market dynamics remained unchanged. The letter highlighted that the market’s performance continued to rely on trends and baskets rather than company […]

Is this the Best Time to Buy CDW Corporation (CDW)?
Insider Monkey42d agobullish
Is this the Best Time to Buy CDW Corporation (CDW)?

Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Q2 marked the S&P 500’s best quarter since Q2 2020, yet underlying market dynamics remained unchanged. The letter highlighted that the market’s performance continued to rely on trends and baskets rather than company […]

TripAdvisor (TRIP): Influence of Sector Dynamics on Individual Stocks
Insider Monkey42d agoneutral
TripAdvisor (TRIP): Influence of Sector Dynamics on Individual Stocks

Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Q2 marked the S&P 500’s best quarter since Q2 2020, yet underlying market dynamics remained unchanged. The letter highlighted that the market’s performance continued to rely on trends and baskets rather than company […]

An Analysis on Corpay (CPAY) Stock Trend
Insider Monkey42d agoneutral
An Analysis on Corpay (CPAY) Stock Trend

Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Q2 marked the S&P 500’s best quarter since Q2 2020, yet underlying market dynamics remained unchanged. The letter highlighted that the market’s performance continued to rely on trends and baskets rather than company […]

Blockbuster AI Deal Shows Why Honeywell Had to Break Up
Barrons.com42d agoneutral
Blockbuster AI Deal Shows Why Honeywell Had to Break Up

Solstice Advanced Materials isn’t waiting around to create a legacy after being spun off from Honeywell in October, 2025. Monday morning, the maker of products for advanced cooling solutions and nuclear power said it was buying Element Solutions for $14.5 billion. Element shareholders will get 0.5 Solstice share and $10 in cash per Element share held.

Applied Materials (AMAT) Advanced 33% in Q1
Insider Monkey42d agoneutral
Applied Materials (AMAT) Advanced 33% in Q1

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter. A copy of the letter can be downloaded here. The US stock market declined in the quarter with the S&P 500 index (“S&P”) and the Russell 1000 Growth index (“RLG”) […]

Netflix (NFLX) Gained From Multiple Tailwinds
Insider Monkey42d agoneutral
Netflix (NFLX) Gained From Multiple Tailwinds

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter. A copy of the letter can be downloaded here. The US stock market declined in the quarter with the S&P 500 index (“S&P”) and the Russell 1000 Growth index (“RLG”) […]

What Makes Lockheed Martin Corporation (LMT) a Powerful Investment Right Now?
Insider Monkey42d agoneutral
What Makes Lockheed Martin Corporation (LMT) a Powerful Investment Right Now?

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter. A copy of the letter can be downloaded here. The US stock market declined in the quarter with the S&P 500 index (“S&P”) and the Russell 1000 Growth index (“RLG”) […]

3 Reasons to Sell MCHP and 1 Stock to Buy Instead
StockStory42d agoneutral
3 Reasons to Sell MCHP and 1 Stock to Buy Instead

Over the past six months, Microchip Technology has been a great trade, beating the S&P 500 by 7.1%. Its stock price has climbed to $85.94, representing a healthy 14.8% increase. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.

Is ServiceNow (NOW) Turning AI Disruption to Expansion?
Insider Monkey42d agoneutral
Is ServiceNow (NOW) Turning AI Disruption to Expansion?

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter. A copy of the letter can be downloaded here. The US stock market declined in the quarter with the S&P 500 index (“S&P”) and the Russell 1000 Growth index (“RLG”) […]

Pinterest (PINS) Fell 40% in Q1
Insider Monkey42d agoneutral
Pinterest (PINS) Fell 40% in Q1

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter. A copy of the letter can be downloaded here. The US stock market declined in the quarter with the S&P 500 index (“S&P”) and the Russell 1000 Growth index (“RLG”) […]

Hasbro (HAS): Buy, Sell, or Hold Post Q1 Earnings?
StockStory42d agoneutral
Hasbro (HAS): Buy, Sell, or Hold Post Q1 Earnings?

Over the past six months, Hasbro’s stock price fell to $80.55. Shareholders have lost 7.7% of their capital, which is disappointing considering the S&P 500 has climbed by 7.7%. This might have investors contemplating their next move.

2 Reasons to Like BROS and 1 to Stay Skeptical
StockStory42d agoneutral
2 Reasons to Like BROS and 1 to Stay Skeptical

Dutch Bros has had an impressive run over the past six months as its shares have beaten the S&P 500 by 6.3%. The stock now trades at $72.10, marking a 14% gain. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.