Latest Stock Buy or Sell? Make More Informed Decisions!
Today, The Weekly Buzzing Stocks by Billy Kawasaki and The Panic-Proof Portfolio (Stockchase Research) commented about whether ANDG, V, MAL.TO, GSK, NBIS, META, MSFT are stocks to buy or sell.
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The stock is trading around $445.33 USD, having posted an impressive daily rally of over 11% on Thursday, July 30, 2026. Prior to Wednesday afternoon's report, MSFT had undergone a significant correction for the year (-19% in 2026), hitting weekly lows near $381.40 USD. Social media mentions are up 369% in the past 24h.
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It has been an extremely negative and highly volatile week for Meta Platforms, with shares plunging more than 17%. The decline intensified following the release of its second-quarter financial results. The stock fell from over $647 at the start of the week to around $534.28, hitting lows not seen in months. It reported earnings of $6.18 per share, missing the market consensus of $7.19 by 14%. Social media mentions are up 518% in the past 24h.
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After starting the week above $212, the stock suffered consecutive daily declines, sinking to a closing price of $148.22. This was driven by a broad spike in credit default swap costs that hit the cloud-based AI infrastructure sector hard. The share price surged sharply rising more than 20% intraday on Thursday, July 30 and recovered to around $189.12. Social media mentions are up 111% in the past 24h.
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We reiterate this global pharma company, as a TOP PICK. The healthcare sector has been a steady performer with recent market volatility and GSK is a key player in the space. Recent earnings growth was reported at 7%. It trades at 11x earnings, 5.6x book and supports a robust 43% ROE. We continue to recommend a stop at $50, looking to achieve $62 -- upside potential of 18%. Yield 3.3%
(Analysts’ price target is $54.31)
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We again reiterate MAL as a TOP PICK. The company is front and centre on defense projects in Canada, including maintenance for the new Swedish fighter jets and development of light anti-tank weapons for the Canadian Federal government. Cash reserves are growing while debt is retired and shares bought back. We continue to recommend a stop at $29, looking to achieve $42 -- upside potential of 18%. Yield 0.5%
(Analysts’ price target is $41.50)Premium content
Following recently reported earnings, we reiterate V as a TOP PICK. Consumers are spending and at higher rates than analysts expect -- including growth in travel spending despite geopolitical uncertainty. Cash reserves are growing as shares are aggressively bought back albeit with a slight increase in debt (not an issue as free cash flow is at five year highs). It trades at 29x earnings and supports an amazing 66% ROE and annual dividend growth has exceeded 15% over the past five years. We continue to recommend a stop at $325, looking to achieve $430 -- upside potential of 18%. Yield 0.7%
(Analysts’ price target is $404.18)Premium content
There are always surprises, as you can see by the price action :) Yes, MSFT did well, while the last 2, 3, 4 earnings have been terrible. They got their act together. They know how to phrase things for the audience to show how they're monetizing the AI infrastructure buildout.
Whereas META, he doesn't know. Perhaps it's hard to get out of being a true advertiser. They're trying to monetize. But the market wants to know what the plan is.
The hyperscalers are doing great, as are the connectors. The whole infrastructure buildout is doing well. That's sort of the bullseye, and then around them you have tools like the large language models. And then the applications surround all that.
Most of the large language models are private. Anthropic, Grok, and OpenAI. It's difficult to get all the information. Hopefully they'll go public and they'll have to be a lot more transparent, as that's the "glue" between the infrastructure and the applications for the end users.
They stick to the knitting on stock portfolios. They know where they want to enter and where they want to exit. There's a farm league of other companies that they'd like to put into the portfolio when they exit something.
Some of the magic they add is on the hedging. Sometimes it works, sometimes it doesn't. With the recent volatility in the market, they're finding that the hedge can actually contribute profits (rather than just acting as an insurance policy). They had dialled up the hedge to 80-90% of the notional value of stock portfolios (last time they did that, was in Spring 2020 going into Covid). This past Tuesday, they took almost all of it back.
Absolutely put money in today. Trying to find their way, but not giving full guidance and spending a heck of a lot of $$. Thinks they're purposely not communicating fully. Taking $$ from EVs and redeploying into retooling for Optimus. A lot has to go right on execution. On Tuesday, MS stated price target of $475.
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