Gap Replaces Athleta CEO With Nike Exec. It's Another Reset.
Chris Blakeslee will step down on Friday. His successor is Maggie Gauger, who headed Nike's North America Women's business.
U.S. Reverses Nvidia AI Export Ban as China's DeepSeek Closes AI Gap at Fraction of U.S. Costs
Back in April, the U.S. government banned Nvidia's H20 AI exports to China. As of July 15, the government has reversed its decision.
Stock Of The Day: Will The Trade Desk Fill The Gap?
The Trade Desk, Inc. TTD is trading higher Tuesday after the digital advertising company announced that it would be added to the S&P 500 Index. This is considered a bullish dynamic because it expands the number of institutional investors who can invest in the stock.
Cheap For A Reason? Why Investors Are Avoiding Gap
Note: Gap's fiscal year concluded on February 1, 2025
Merck's Verona Acquisition: Plugging A $4B Hole In A $20B Gap
Merck's recent acquisition announcement sends a strong signal regarding its urgency to tackle the impending Keytruda patent cliff. The pharmaceutical leader has made an agreement to acquire the COPD drug manufacturer Verona Pharma for $10 billion, adding yet another potential blockbuster to its expanding collection of post-Keytruda assets.
Healthpeak Properties: Resilient Yield And A Valuation Gap Worth Watching
Healthpeak Properties offers both capital appreciation potential and a stable, safe yield, making it attractive at current levels. The strategic merger with Physicians Realty Trust has diversified the portfolio, reducing risk from senior housing and labs, and increasing outpatient medical exposure. Despite macro headwinds and lingering pressure on lab properties, the outpatient segment remains resilient and supports overall stability.
Gap Bets on Athleta Again: Is the Brand Still in Shape to Compete?
GAP doubles down on Athleta despite an 8% comp sales drop, betting that a brand reset can reignite its activewear edge.
Can Gap's Flagship Brand Continue to Sustain Momentum Ahead?
GAP is reinvigorating its brands with fresh relevance, modern expression and deeper consumer engagement. Efforts to reignite the namesake brand drive performance.
Gap pours $58M into robotics and automation at its largest global distribution facility in Tennessee
Gap Inc. invests millions in Gallatin facility with a focus on robotics and automation, creating 100 new jobs while strengthening American operations.
Gap: With Positive Comp Sales, This Is A Great Dip To Buy
I see Gap as a compelling value buy after its recent dip, with a low P/E and strong balance sheet supporting my bullish stance. Gap's core brands are showing solid comparable sales growth, especially Old Navy and Gap, despite macroeconomic headwinds and weak guidance for Q2. The company's healthy net cash position and increased dividend yield (~3.2%) make it attractive for income-focused investors.
AT&T's Dividend Yield Gap With 10-Year Treasury Yield Increases Rapidly
AT&T's dividend yield is below 4% and has a significant gap with the 10-year treasury yield, which can limit the attractiveness for income investors. T stock has delivered a strong bull run in the last few quarters, but the upside could be limited due to modest yield and few growth drivers. Long-term buy-and-hold strategy might not work with AT&T stock, with the stock showing lower total returns than S&P 500 for every five plus year investment horizon in the last 30 years.
Cellnex Telecom Closing Valuation Gap With Peers Provides Upside Potential
Cellnex is undervalued vs. US peers, with a new shareholder-friendly policy including aggressive buybacks and a minimum €500M annual dividend starting next year. Strong recurring levered free cash flow supports the investment thesis, with guidance for €1.9-1.95B RLFCF in 2024 and €2-2.2B by 2027. Buybacks will boost RLFCF per share and dividend per share, with the stock trading at just 10.5x the 2027 RLFCF, well below US tower companies' multiples.
