Wall Street is bracing for a longer-term disruption from the war with Iran, and loading up on shares of oil-and-gas producers that have lagged behind in recent years.
Source: https://www.wsj.com/business/energy-oil/this-oil-shock-is-so…
Alphabet is one of the best-positioned companies for the AI age. Amazon has two solidly growing market-leading businesses and its stock is on sale.
Agentic commerce or AI shopping may shift the e-commerce scene in a profound way.
Procter & Gamble and Clorox offer reliable, well-covered dividends backed by strong fundamentals and long operating histories. PG faces near-term headwinds from high-interest rates and value-seeking consumers, but cost-saving initiatives and a solid balance sheet support continued dividend growth. CLX, despite recent declines in revenue and EPS, maintains a sustainable 4.5% yield and expects margin expansion and price appreciation as macro headwinds ease.
