Rush Street Interactive maintains strong buy momentum, outperforming peers with 810% 3-year and 139.6% 1-year returns. RSI's business model leverages social gaming for efficient customer acquisition and focuses on higher-margin online casino growth. Q1 2026 saw 41% revenue growth, 127% net income growth, and a net margin of 7.08%, all while operating with zero debt.
While the S&P 500® Index was largely flat in the first two months of the year, the MSCI ACWI ex US Small Cap Index jumped 11%. Our top three contributors in Q1 were IQE, Impro and Vitzrocell. Our top three detractors in Q1 were Alten, Signify and Elementis.
When it comes to artificial intelligence (AI) stocks, dividend returns aren't typically what investors think of. Among technology stocks in the S&P 500 Index; approximately half do not pay a dividend at all.
Following a careful analysis of the Zacks Oil and Gas - Refining & Marketing industry, we advise buying three stocks: VLO, PSX and DINO.
Arista Networks, Inc. reported earnings after the close Tuesday. ANET stock is down 14% after guidance disappointed. While the company will continue to benefit from the AI trend, I think ANET investors might want to look elsewhere.
What a difference a month makes.
The London Company Income Equity portfolio returned 4.4% (4.2% net) during the quarter vs. a 4.2% decrease in the Russell 1000 Index. GLW continues to outperform, driven by strong demand in Optical Communications, particularly for GenAI-related products. NTDOY was pressured this quarter by rising memory chip prices, a key input of its hardware, and concerns around increased competition in gaming from AI.
SHIP, ITUB and CLDT screen as breakout candidates near resistance, backed by price momentum, support levels and projected earnings growth in 2026.
Fair Isaac, Moody's and recent Barron's stock pick S&P Global are among the stocks that look oversold due to AI fears.
The International Atomic Energy Agency recently increased its projections for capacity of global nuclear power for a fifth straight year, and it now expects capacity to more than double by 2050. Still, nuclear energy is unfamiliar enough to many that it's easy for investors to be unaware of the intricacies of the nuclear fuel supply chain, including processes such as mining, enrichment, fabrication, reactor operation, waste disposal, and more.
Artificial intelligence isn't just a software story anymore — it's an infrastructure arms race.
There's no shortage of real estate ETFs for advisors and investors to consider. With Federal Reserve's interest rate policy still in flux, market participants may want to consider an active approach to real estate equities.