HeyJaredJustin Zacks
- Indexed articles, last 90 days
- 8
- Latest publication
- Sep 24, 2026
- Outlet visibility, for CNBC
- Top 5K sites
- Earliest in this view
- Jul 21, 2026
Latest articles
This stockâs defensive appeal faces a valuation test. Here's where else investors can look (opens the original)
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Coca-Cola has many of the qualities investors want in a defensive stock, but its premium valuation, limited upside and unique risks make the stock less compelling. With lower valuations and higher dividend yields, PepsiCo and Keurig Dr Pepper offer investors another way to play defense. Coke's bonds offer another defensive option as higher yields have improved the appeal of fixed income. Defensive stocks can be very attractive to investors due to their stable earnings and ability to weather econ
Markets are rapidly coming around to the reality that the Fed has a lot more work to do (opens the original)
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The financial markets may be coming to the realization that the Federal Reserve is on the precipice of a full-blown hiking cycle and not merely an adjustment or tweak to its monetary policy. The 10-year Treasury note yield surged the most since April 2025 on Wednesday to 5.116%, its highest since 2007. The 2-year Treasury note yield , which is most sensitive to Fed policy, jumped to its highest since 2024. Last week, the Fed raised rates for the first time since 2023 and signaled that one more w
This logistics companyâs growth is hiding in its pipeline. Investors have a chance to be early to the upside (opens the original)
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GXO Logistics' growth story is being built beneath the surface, with accelerating new-business wins expected to drive future margin expansion. GXO's long-term customer relationships and expertise in complex verticals strengthen its position as a go-to outsourcing partner. The company appears undervalued both to its own history and its competitors, providing investors an attractive entry point if management can clarify and deliver on long-term goals. GXO Logistics , the world's largest pure-play
Japan's bond market may be the canary in the coal mine for the AI stock rally (opens the original)
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Rising bond yields, some which have reached multidecade highs this week, are in danger of putting this year's AI-led stock market rally in jeopardy but it is not U.S. Treasurys that are leading the charge. Japan â and to a lesser extent, the U.K. and France â face fiscal challenges comparable to those of the U.S., while also being more exposed to energy-driven inflationary pressures. U.S. investors who wish to evaluate their risk need to be looking to developments abroad for clues to how mar
This fintech turned bank is winning with AI-powered lending and the right customers (opens the original)
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Happen uses AI, automation and years of proprietary data to better evaluate borrowers, reduce costs and improve how it operates. The company's focus is on the "motivated middle," which creates a high-quality customer base with strong credit profiles, lower default risk and opportunities for long-term relationships. Despite improving fundamentals, solid growth and higher returns on capital, Happen trades at a valuation discount to fintech peers such as SoFi Technologies. Happen has married fintec
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