[ad_1]
Are AT&T and Verizon’s Dividends Safe? What the Math Says.
[ad_2]
-
Order Reprints
-
Print Article
Tag: Magazine
-
Microsoft Stock Is a Buy, American Tower Can Climb, and More Analyst Reports
[ad_1]
These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or recommendations of Barron’s. Some of the reports’ issuers have provided, or hope to provide, investment-banking or other services to the companies being analyzed.
[ad_2]
-
How to Turn Tesla Into a Dividend-Paying Stock
-
Activision’s Microsoft Saga Is Almost Over. It May Be Time to Sell the Stock.
[ad_1]
The fate of
Microsoft
$69 billion purchase of
Activision
Blizzard will finally be known in the coming weeks—and investors may want to consider taking profits on the videogame maker’s stock before then.[ad_2]
-
These Drilling Stocks Could Be Gushers as the Oil Industry Rebounds
[ad_1]
Offshore oil drillers were about the worst place to be in 2020 as oil prices were falling and demand for crude seemed to be seeping away. Now, the stocks may be the ones to own as investors realize that oil will be needed to make the world go around for decades.
[ad_2]
-
4 REITs to Consider–and 2 to Avoid
[ad_1]
Postpandemic Las Vegas is booming. Above, the Luxor Hotel and Casino.
Photo by Ethan Miller/Getty Images
Real estate investment trusts have had a tough couple of years, but opportunities abound—if you know where to look.
[ad_2]
-
Here’s a Strategy to Bet on Nvidia Without Buying the Stock
[ad_1]
Artificial intelligence may destroy humanity, but not before creating enormous wealth. Such is the paradox that now confronts investors after
Nvidia
recent earnings report inadvertently created a large-scale ethics experiment on Wall Street.[ad_2]
-
The Debt Ceiling Could Be a Mess. How to Play It.
[ad_1]
The debt-ceiling standoff between the GOP House and the Biden administration will likely cast a long shadow over markets. President Joe Biden met with House Speaker Kevin McCarthy and other congressional leaders this past week, but their talks ended without a resolution, and a Friday meeting was postponed as staffs met.
[ad_2]
-
The Fed Is Set Up for a Pause. Why the Stock Market Is Set for a Fall.
[ad_1]
This copy is for your personal, non-commercial use only. To order presentation-ready copies for distribution to your colleagues, clients or customers visit http://www.djreprints.com.
https://www.barrons.com/articles/stock-market-banks-fed-interest-rates-nasdaq-cc33814e
[ad_2]
-
Silicon Valley Confronts the End of Growth. It’s a New Era for Tech Stocks.
[ad_1]
Silicon Valley could use a reboot. The biggest players aren’t growing, and more than a few are seeing sharp revenue declines. Regulators seem opposed to every proposed merger, while legislators push for new rules to crack down on the internet giants. The Justice Department just can’t stop filing antitrust suits against Google. The initial public offering market is closed. Venture-capital investments are plunging, along with valuations of prepublic companies. Maybe they should try turning the whole thing on and off.
The only strategy that seems to be working is to lay people off. Tech CEOs suddenly are channeling Marie Kondo, tidying up and keeping only the people and projects that “spark joy,” or at least support decent operating margins. Layoffs.fyi reports that tech companies have laid off more than 122,000 people already this year.
[ad_2]
-
Intel Cut Its Dividend. These Stocks Could Be Next.
[ad_1]
Intel
is cutting its dividend. In a treacherous environment for the economy and profits, more companies could do the same.On Wednesday, Intel (ticker: INTC) cut its dividend by 66% to an annual 50 cents a share, helping push the stock down about 16% in the past month. Intel has lost market share for chips to
Advanced Micro Devices
(AMD) and has struggled to meet Wall Street’s earnings targets. Weighing on earnings is weak PC demand, with year-over-year declines in sales. A dividend cut this large may partly reflect the economic environment, but also the company’s own problems.[ad_2]
-
Strong Economic Data Weaken the Case for Continued Stock Rally
[ad_1]
The dash for trash has hit a speed bump. Stocks faltered again this past week as the early-year rally, led by rebounds in 2022’s speculative-grade losers, ran into resistance from higher expected interest rates from the Federal Reserve in the wake of persistent inflation readings and few signs that growth is faltering.
Economists at an array of major Wall Street banks, including Goldman Sachs, Bank of America, and Citigroup, lifted their forecasts of the eventual peak in the central bank’s target range for the overnight federal-funds rate, to 5.25% to 5.50%, effectively bringing them in line with the fed-funds futures market. Deutsche Bank now is expecting a 5.6% single-point peak, up a half-percentage-point from its previous estimate, and among the highest forecasts.
[ad_2]
-
Too Much Government Debt Could Become a Big Problem for the Stock Market
[ad_1]
It’s always fun until the bill comes due—and the bill always comes due. In fact, it’s coming due right about now.
On Friday, Treasury Secretary Janet Yellen warned Congress that the U.S. would hit its debt ceiling this coming Thursday, earlier than many had expected. That doesn’t mean the government will be forced to stop paying its bills then—Yellen believes that the Treasury has enough cash and other ways to raise money to last it until early June—but it does mean that an issue that was still purely theoretical has become far more pressing as the X date approaches.
[ad_2]
-
AMD Stock Should Benefit From Next-Generation Computer Chips
[ad_1]
These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or recommendations of Barron’s. Some of the reports’ issuers have provided, or hope to provide, investment-banking or other services to the companies being analyzed.
Advanced Micro Devices AMD-Nasdaq
Buy (four stars out of five) • Price $64.52 on Dec. 23
by CFRA
Our Buy recommendation reflects our expectation for significant share gains on the central-processing-unit data-center side from the ramp-up of AMD’s next-generation EPYC processor, greater momentum for AMD’s graphics processing units, and our expectation for balance sheet improvement.
[ad_2]
-
Cheap? Maybe. But These Stocks Have Been Dead Money for Decades
[ad_1]
Cheesecake Factory appears to be “running the same play,” wrote J.P. Morgan analyst John Ivankoe in a recent restaurant industry outlook. I don’t think he meant it as a compliment—the stock, he noted, trades where it did in 2004, adjusted for splits.
Why the long stall-out? My first thought was that maybe hitting the mall for a hypercaloric sit-down meal off a menu the size of a Gutenberg Bible has fallen out of favor over the years. But no: Sales have bounced back and then some from the Covid pandemic, with plenty of takeout business and dessert orders. The average
Cheesecake Factory
(ticker: CAKE) restaurant does more than $10 million in yearly sales, or twice as much as an Olive Garden.[ad_2]
-
The Fed Is Making a Mistake—and the Stock Market Will Pay the Price
[ad_1]
We all make mistakes—but the Federal Reserve may be making a bigger one than most. That could mean another difficult year for the stock market in 2023.
Those concerns were front and center this past week, following the Federal Open Market Committee’s December meeting. The Fed didn’t do anything to surprise the market as it raised the federal-funds rate by a half-point, just as everyone expected, and suggested a terminal rate of just over 5%, a level investors had slowly come around to. But the dot plot reflected the Fed’s belief that rates would have to go high and stay high, while Chairman Jerome Powell continued to strike a hawkish tone.
[ad_2]
-
The Stock Market Had a Terrible Week—and Now the Fed Meeting Is on Tap
[ad_1]
Things tend to slow down for the holidays. The stock market isn’t there yet.
With Christmas just a couple of weeks away, it’s easy to look ahead to candy canes, caroling, and presents under the tree, but there’s still work to be done. The coming week certainly won’t be boring, with highly anticipated inflation data and a Federal Reserve decision on back-to-back days. The two events will do much to determine the direction of the market for the coming weeks—a deeper slide or a resumption of the Santa Claus rally.
[ad_2]
