Dow, Hewlett Packard, StoneCo and Intercorp lead a PEG-based value screen highlighting discounted valuations and earnings growth potential.

Trump is about to cut Iran off at the knees. One tiny North Carolina town supplies 80% of the world's most critical semiconductor material. Business Insider calls it "crucial to make chips that power everything from smartphones to data centers." When Trump bans exports, Iran's tech infrastructure crumbles — and every chipmaker on Earth is forced to relocate to U.S. soil. Morgan Stanley estimates the reshoring boom triggers a $10 trillion transformation. A handful of U.S. companies stand to capture most of it.

Amazon's commerce business helps fund AWS' growth. Microsoft is benefiting from AI spending in two ways.

Prices for urea, essential fertilizer for global agriculture, returned to near prewar levels before the U.S. and Iran announced their peace accord.

Analyst Michael Robinson has identified a tiny, under-the-radar supplier - just 1/60th the size of SpaceX - that he believes sits at the center of Elon Musk's broader AI infrastructure buildout. Once SpaceX goes public this June, Robinson argues Wall Street will inevitably spotlight this overlooked vendor.

The market's appetite for risk has fluctuated amid stubborn inflation and geopolitical uncertainties, underscoring the importance of strong and durable fundamentals. Despite AI bubble concerns, the S&P 500 rallied to record highs this month, driven by robust earnings growth, a critical fundamental and performance driver. Only a handful of stocks have demonstrated the collective strength necessary to maintain a Quant Strong Buy Rating for months at a time.

Here is how New York Times Co. (NYT) and United Natural Foods (UNFI) have performed compared to their sector so far this year.

This combination – 20% dividends + 68% share appreciation – never happens with silver. But it is now possible thanks to a new ETF that delivers the best of worlds.

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