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Source document· June 29, 2026

Take the Zacks Approach to Beat the Market: Dell, Caterpillar, Amkor in Focus

View original at finance.yahoo.com
Take the Zacks Approach to Beat the Market: Dell, Caterpillar, Amkor in Focus Last Friday, the three major Wall Street indexes closed a mixed week…
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  • The Nasdaq fell 4.7% over the reported week

    60% confidence
  • Shares of United Microelectronics Corporation have gained 118.8% since being upgraded to Zacks Rank #2 on April 28, versus the S&P 500's 1.6% increase over the same period

    60% confidence
  • Since its inception in 1988, the Zacks Rank #1 portfolio has outperformed the market by 12.6 percentage points on an average annual basis through May 5th

    60% confidence
  • Rising Treasury yields pressured richly valued artificial intelligence and semiconductor stocks, triggering broad profit-taking after months of strong gains

    60% confidence
  • A portfolio of Zacks Rank #1 stocks has outperformed the S&P 500 index by almost 8 percentage points year-to-date through May 5th

    60% confidence
  • The average annual return of the Zacks Rank #1 portfolio since 1988 inception is +24% through May 5th

    60% confidence
  • The Dow outperformed as investors favored defensive sectors such as healthcare, consumer staples, and industrials

    60% confidence
  • The S&P 500 returned +5.19% year-to-date through May 5th

    60% confidence
  • The equal-weight S&P 500 average annual return since 1988 is +11.3% through May 5th

    60% confidence
  • Entera Bio Ltd. has returned 41.7% since being upgraded to Zacks Rank #2 on April 28

    60% confidence
  • The equal-weight S&P 500 returned +7.76% year-to-date through May 5th

    60% confidence
  • The Dow Jones Industrial Average gained 0.6% over the reported week

    60% confidence
  • Stronger-than-expected inflation data reinforced expectations that the Fed could keep interest rates elevated for longer

    60% confidence
  • The S&P 500 average annual return since 1988 is +11.5% through May 5th

    60% confidence
  • The S&P 500 fell 2.1% over the reported week

    60% confidence
  • The Zacks Rank #1 portfolio returned +13.14% year-to-date through May 5th

    60% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
We flag conflicts openly ›
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