SOXX ETF: An Attractive Entry Point To The Mainstream Adoption Of AI — Positive

SOXX   Seeking Alpha — April 04, 2025

The semiconductor market has been going through a downfall since the beginning of the year, with SOXX ETF down 12% to date. Amid the continued growth of the semiconductor industry, the fund has a reasonable exposure to benefit from the ICs demand. The mainstream adoption of AI technology is still loading and requires significant spending on high-performance hardware.

image for news SOXX ETF: An Attractive Entry Point To The Mainstream Adoption Of AI

Skyworks By The Numbers: Business, Financials And Strategic Direction — Positive

SWKS   Seeking Alpha — April 04, 2025

Skyworks Solutions faces challenges due to declining smartphone demand, but maintains stability with strong margins, cash flow, and a growing Broad Markets segment. The company's strategy focuses on technological leadership, expanding customer base, and diversifying into automotive, IoT, and infrastructure markets. Despite a 39.23% stock drop, SWKS' financial health and strategic shifts justify a "hold" rating, with potential buying opportunities around $55 per share.

image for news Skyworks By The Numbers: Business, Financials And Strategic Direction

Hedge funds are rapidly reducing their exposure to global information technology stocks, with the latest selloff marking the fastest decline in six months.

image for news Hedge Funds Are Dumping Tech Stocks: Grab These 4 Safety Net High-Yield Dividend Giants Now

Lindsay Corporation Announces Quarterly Cash Dividend — Neutral

LNN   Business Wire — April 04, 2025

OMAHA, Neb.--(BUSINESS WIRE)--Lindsay Corporation (NYSE: LNN), a leading global manufacturer and distributor of irrigation and infrastructure equipment and technology, announced today that its Board of Directors has declared a regular quarterly cash dividend of $0.36 per share, payable May 30, 2025, to shareholders of record at the close of business on May 16, 2025. As of April 1, 2025, Lindsay Corporation had approximately 10.9 million shares outstanding, which are traded on the New York Stock.

image for news Lindsay Corporation Announces Quarterly Cash Dividend

Ferguson Files Form 8-K — Neutral

FERG   Business Wire — April 04, 2025

NEWPORT NEWS, Va.--(BUSINESS WIRE)--On April 3, 2025, Ferguson Enterprises Inc. (the "Company") filed a Form 8-K with the U.S. Securities and Exchange Commission ("SEC"). It is available on the SEC's website at sec.gov and on the SEC Filings page of the Company's website at corporate.ferguson.com/investor/financial-information/sec-filings. April 3, 2025 – Form 8-K About Ferguson Ferguson (NYSE: FERG; LSE: FERG) is the largest value-added distributor serving the specialized professional in our $.

image for news Ferguson Files Form 8-K

U.S. Treasury yields continued to plummet as investors digested the aftermath of U.S. President Donald Trump's aggressive "reciprocal tariff" policy rollout.

image for news 10-year Treasury yield tumbles below 4% on fear a trade war will tip economy into a recession

LanzaTech Acknowledges Receipt of Letter — Neutral

LNZA   GlobeNewsWire — April 04, 2025

CHICAGO, April 04, 2025 (GLOBE NEWSWIRE) -- LanzaTech Global, Inc. (NASDAQ: LNZA) (“LanzaTech” or the “Company”), a carbon management solutions company, today acknowledged that the Company has received a non-binding letter from Carbon Direct Capital Management, which purports to offer to acquire the Company for $0.02 per share.

image for news LanzaTech Acknowledges Receipt of Letter

Republic Services Transforming and Growing — Neutral

RSG   FXEmpire — April 04, 2025

Republic Services, Inc. (RSG) builds environmental services portfolio for more growth.

image for news Republic Services Transforming and Growing

Ex-Tesla board member on 'triple whammy' behind Tesla's stock decline — Negative

TSLA   CNBC International TV — April 04, 2025

Steve Westly, former Tesla board member and founder of the Westly Group, discusses the factors behind Tesla's "rough quarter" and the possible impact of Trump's tariff announcements on the EV maker.

image for news Ex-Tesla board member on 'triple whammy' behind Tesla's stock decline

The Invesco S&P 500 Revenue ETF uses a revenue-weighted strategy, emphasizing high-revenue companies and offering a defensive tilt with a valuation advantage. RWL's sector allocation is skewed towards healthcare, consumer staples, and discretionary, with less exposure to mega-cap tech compared to the S&P 500. RWL has a low P/E ratio and strong long-term performance, providing downside protection and consistent returns, despite underweighting high-growth tech.

image for news RWL: A Revenue-Weighted Fund With Attractive Valuations And A Strong Track Record

NEW YORK, NY / ACCESS Newswire / April 4, 2025 / Ares Management Corporation announced today that it will report earnings for the first quarter ending March 31, 2025 on Monday, May 5, 2025 prior to the opening of the New York Stock Exchange. Ares Management Corporation will hold its webcast/conference call on the same day at 11:00 a.m.

image for news Ares Management Corporation Schedules Earnings Release and Conference Call for the First Quarter Ending March 31, 2025

NEW YORK, NY / ACCESS Newswire / April 4, 2025 / Zedge, Inc. (NYSE AMERICAN:ZDGE), $ZDGE, a leader in digital marketplaces and interactive games that provides content, enables creativity, empowers self-expression and facilitates community, today announced that it will be presenting at the Planet MicroCap Showcase: VEGAS 2025 in partnership with MicroCapClub on Wednesday, April 23, 2025 at 1:30PM PST (Local)/4:30PM EST. Jonathan Reich, Zedge's CEO, will be hosting the presentation and answering questions at the conclusion.

image for news Zedge to Present at the Planet MicroCap Showcase: VEGAS 2025 in partnership with MicroCapClub

NEW YORK, NY / ACCESS Newswire / April 4, 2025 / If you suffered a loss on your Constellation Brands, Inc. (NYSE:STZ) investment and want to learn about a potential recovery under the federal securities laws, follow the link below for more information: https://zlk.com/pslra-1/constellation-brands-inc-lawsuit-submission-form?prid=140918&wire=1 or contact Joseph E. Levi, Esq.

image for news Levi & Korsinsky Reminds Shareholders of a Lead Plaintiff Deadline of April 21, 2025 in Constellation Brands, Inc. Lawsuit - STZ

DALLAS--(BUSINESS WIRE)--Matador Resources Company (NYSE: MTDR) (“Matador”) today announced the sale of its remaining Eagle Ford shale position in South Texas and provided an update on its current hedging position, the strength of its balance sheet and steps Matador has already taken in response to current circumstances. Joseph Wm. Foran, Matador's Founder, Chairman and CEO, commented, “Matador is pleased to announce that we recently sold our two remaining acreage and production positions in th.

image for news Matador Resources Company Announces Sale of Its Eagle Ford Assets and Provides an Update on the Strength of Its Balance Sheet

NEW YORK--(BUSINESS WIRE)--MarketAxess Holdings Inc. (Nasdaq: MKTX), the operator of a leading electronic trading platform for fixed-income securities, today announced trading volume and preliminary variable transaction fees per million (“FPM”) for March 2025 and the first quarter ended March 31, 2025.1 Chris Concannon, CEO of MarketAxess, commented: “Our record trading results in March, combined with the progress we are seeing from the enhancements we have made to our portfolio trading solutio.

image for news MarketAxess Announces Trading Volume Statistics for March and First Quarter 2025

GOLDEN, Colo. & MONTREAL--(BUSINESS WIRE)--Molson Coors Beverage Company to Webcast 2025 First Quarter Earnings Conference Call.

image for news Molson Coors Beverage Company to Webcast 2025 First Quarter Earnings Conference Call

The stock market's current sell-off is disproportionately affecting artificial intelligence (AI) stocks due to their dominance over the past few years. Some stocks have gotten a bit overheated, causing them to be the first to sell off as investors take gains.

image for news Alphabet Stock Hasn't Been This Cheap Since 2023. Here's What History Says Happens Next.

Archer-Daniels Offers A Good Dividend Yield With Limited Downside. — Positive

ADM   Seeking Alpha — April 04, 2025

ADM is facing challenges with falling crush margins and lower commodity prices, but attractive valuations and a 4.23% dividend yield are hard to ignore. ADM is currently trading near a historic low price-to-book ratio; further downside from the current multiple was only seen during the pandemic and the 2008 crash. Cost-saving measures and portfolio simplification are expected to improve free cash flow and support profitability.

image for news Archer-Daniels Offers A Good Dividend Yield With Limited Downside.

Should You Buy Berkshire Hathaway While It's Below $550? — Negative

BRK-A  BRK-B   The Motley Fool — April 04, 2025

The S&P 500 (^GSPC -4.84%) is down about 9% from its 2025 high, and the Nasdaq Composite (^IXIC -5.97%) is still firmly in correction territory. But not all stocks are beaten down, and one major outperformer has been Berkshire Hathaway (BRK.A -1.24%) (BRK.B -1.36%).

image for news Should You Buy Berkshire Hathaway While It's Below $550?

Oil majors suffering from OPEC+ output hike, not from U.S. tariffs, Eni exec says — Negative

BNO  DBO  E  GUSH  IEO  OIH  OIL  PXJ  UCO  USO  XOP   Reuters — April 04, 2025

Oil majors are suffering after eight OPEC+ countries unexpectedly agreed to increase oil output in May, while tariffs imposed by U.S. administration had a muted effect on the sector, Eni's top executive Francesco Gattei said on Friday.

image for news Oil majors suffering from OPEC+ output hike, not from U.S. tariffs, Eni exec says