Nasdaq 100 Records Have Rarely Been This Narrow, 55 Stocks Are Still Below 50-Day Average
The Nasdaq 100 trades at records Monday, yet 55 of its 101 stocks sit below their 50-day average. QQQ has beaten equal-weight QQQE by 8% since late July.
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SpaceX’s V3 Starlink satellites pose a growing threat to cable giants Comcast and Charter, per analyst Craig Moffett.
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The Nasdaq 100 trades at records Monday, yet 55 of its 101 stocks sit below their 50-day average. QQQ has beaten equal-weight QQQE by 8% since late July.
Comcast and Walt Disney represent different investment strategies in the evolving media landscape. Comcast offers defensive characteristics with robust free cash flow (~$21.9B), higher dividend yield (5.99%), and lower valuation (P/E 7.03), but faces cord-cutting pressures and connectivity competition. Disney provides growth potential with strong IP assets, 132M Disney+ subscribers, and lower debt (0.4x D/E ratio), but carries higher valuation (P/E 20.90) and content cost risks. The author ultimately recommends Disney for investors seeking growth and brand power despite higher volatility.
Scotiabank analyst Maher Yaghi maintains Comcast (NASDAQ:CMCSA) with a Sector Perform and lowers the price target from $29 to $27.5.
Comcast's stock price has fallen 58% over the past five years from pandemic-era peaks, but the company now offers an attractive dividend yield exceeding 6%, an all-time high. An investor would need approximately 4,055 shares (costing ~$87,264) to generate $5,352.60 in annual dividend income, equivalent to the median U.S. full-time wage. While the high upfront cost is substantial, gradual investment and dividend reinvestment can build a meaningful retirement income stream.
Jim Cramer says SpaceX could earn $3-$4B monthly renting AI compute as it seeks $40B to expand Nvidia-powered infrastructure.
https://www.ft.com/content/d3f5928d-f38c-4666-8f7a-8737f9c45f51?syn-25a6b1a6=1