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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 S&P 500 returned +5.19% year-to-date 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 S&P 500 average annual return since 1988 is +11.5% through May 5th

    60% confidence

  • 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

  • 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

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

    60% confidence

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

    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 S&P 500 fell 2.1% over the reported week

    60% confidence

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

    60% confidence

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

    60% confidence

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

    60% confidence

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

    60% confidence
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
Our read on the data ›
Signals we're tracking
Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
We flag conflicts openly ›
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