Institutional money is moving into U.S. refiners with conviction, and the earnings data backs it up.
Miami's transformation into a legitimate tech hub has been one of the more consequential geographic shifts in American business over the past five years.
The smart money is making a very specific bet right now: both ExxonMobil and Chevron are being priced for an oil environment significantly richer than what we're seeing today.
Rexford Industrial Realty and Miami International Holdings are my portfolio laggards, yet both offer compelling asymmetric upside for long-term investors. REXR trades at an 18.5x P/AFFO multiple, well below its historical average, and is positioned for a rebound as Southern California industrial real estate stabilizes. Recent management changes at REXR emphasize value optimization, buybacks, and asset sales, supporting a potential path to a $60 price target and a 4.7% yield.
I screened large-cap US stocks with negative five-year total returns but strong valuation and profitability grades for potential long-term upside. Despite S&P 500 concentration in mega caps, overlooked "losers" like Adobe, Target, Workday, Fidelity National, and LyondellBasell may offer future value for patient investors. I rely on Quant factor grades and technical analysis, not fundamentals, to identify candidates for eventual ownership rather than immediate buys.
Summary: 24/7 Wall St.
The 2025 Q4 earnings season is pretty much over following the highly-awaited NVIDIA release. Throughout the period, these three releases have stood out.
Those looking to harness the best long-term opportunities in the equity market are likely keeping a close eye on how the AI sector is doing. After all, momentum in the AI space proved to be a key driver of the market in 2025.
South Korea ETFs are surging as AI-driven semiconductor demand fuels market highs, strong earnings momentum and bullish outlook for Korean equities.
Market predictions are not easy to make and looking at the YTD winners, there are some head-scratchers. Let's take a closer look and make some sense out of the recent performance winners: wet and dry shipping; South Korea; and oil services ETFs.
NVIDIA, Albemarle and Axsome Therapeutics emerge as standout plays as AI, clean energy and healthcare draw massive capital in a split 2026 market.
Biggest S&P 500 Winners Last 5, 10, 20 Years