Managing Editor’s Note: Please see this message from our colleague, AI expert Jeff Brown. Jeff’s been a long-time AI bull, but now he’s predicting a shocking turn of events, beginning March 16. Details below…
Dear Reader,
Back in 2016, I recommended Nvidia.
It’s been an incredible stock…
It’s soared over 32,000% since then and is the engine behind the AI boom.
So, you may be surprised to hear that I’m coming forward with an urgent Nvidia warning.
In short, I believe that on March 16 – just days from now – Nvidia is going to trigger a massive crash.
I’m talking 20%... 50%... and even 100% drops.
Hundreds of stocks could fall.
Not only that, we could see entire industries disappear.
Yes… all this could be triggered by this upcoming Nvidia announcement.
Obviously, this is a red-alert moment.
It’s our #1 priority here at Brownstone Research. I recently got the entire team together and told them, we have to get our readers ahead of this.
To that end, we’ve put together an action plan.
First, I’m releasing a three-part video series.
Rolled out over the next few days, it will reveal:
- Why I believe this crash is a sure thing
- The areas of the market most at risk
- And the trigger
Then, I’m putting on an urgent briefing on Thursday, March 12, at 2 p.m. ET.
I’ll explain exactly what I see coming in full – including how to take advantage of all this.
You see, there’s a silver lining here.
While many giants could fall, there are a handful of stocks positioned to replace them as market dominators. You’ll get the details during my briefing, including the name of a top pick to buy.
Plus, I’ll even show you how to profit from the falling stocks as well. That includes the name of a top bearish pick.
The entire series is completely free, and you can access everything through this link.
Given the tight timeline, you’ll want to get the details ASAP.
And in fact, we’re holding the March 12 briefing during market hours so you have time to act on the picks immediately.
Just click here to instantly register for all these resources now.
Sincerely,
Jeff Brown
Founder & CEO, Brownstone Research
P.S. How could an Nvidia announcement cause a massive crash?
As you’ll see, it has to do with the volatility that’s hit the market this year.
Already, some of the stocks I’ve warned about have fallen as much as 34%.
Others are down as much as 72%.
But now, I expect the losses to reach a whole new level.
You’ll get all the details when you register here.
(When you click the link, your email address will automatically be added to Jeff’s guest list.)
Is Realty Income's 4.8% Yield Worth the Risk Now?
By Jordan Chussler. Posted: 2/28/2026.
Key Points
- With fixed-income yields compressed, equity income has become more attractive—but it brings principal risk.
- Realty Income’s appeal continues to center on stable cash flow and high occupancy, alongside its monthly dividend cadence.
- The dividend remains dependable, but slow dividend growth and an elevated payout ratio are key items to monitor.
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With the Federal Reserve's last interest rate cut in December 2025, the central bank's benchmark effective federal funds rate sits at just 3.64%. As a result, yields on many fixed-income products have fallen to the point that income-focused investors are increasingly turning to equities to fill the gap.
Today's best rates on CDs, for example, hover around 4%, while only longer-dated Treasury notes and bonds are currently offering coupon rates above 4%.
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Some parts of the equity market are already providing higher yields. Yardeni Research shows real estate dividends average about 5%—the highest of any sector—while utilities and energy follow at roughly 3.9% and 3.7%, respectively.
For one stock in particular, the dividend has become its calling card; its latest earnings report offers a fresh look at the business—and the risks.
Realty Income's Monthly Dividend Brand Rests on Stable Cash Flow and High Occupancy
Among income-oriented investors, Realty Income (NYSE: O) is a household name. The real estate investment trust (REIT) has raised its dividend for 113 consecutive quarters.
Its distribution cadence has helped the REIT brand itself as The Monthly Dividend Company.
When the REIT reported full-year and Q4 2025 financials on Feb. 24, it announced adjusted funds from operations (AFFO) of $1.08 per share, in line with analysts' expectations. Revenue came in at $1.49 billion, slightly above the $1.4 billion consensus.
REITs—required by law to distribute at least 90% of taxable income to shareholders—aren't expected to produce outsized retained earnings.
Instead, investors should focus on how the world's sixth-largest REIT delivers stability.
Realty Income's total occupancy rate stands at 98.9% across roughly 15,511 properties totaling about 355 million square feet. About 91% of its portfolio leases to non-discretionary, service-oriented retail or low-price-point businesses, which tend to be more resilient during economic slowdowns.
Valuation also looks more attractive: its trailing 12-month price-to-earnings (P/E) ratio is elevated at 61.54, but a forward P/E of 15.86 suggests the stock offers value in addition to an appealing yield.
Chasing Equity Income Comes With Principal Risk
Still, investors shifting from fixed income to equities to boost yield should be mindful of principal risk. Moving away from perceived low-risk fixed income into more volatile equities can expose portfolios to losses.
After trading in a well-defined range for much of last year, Realty Income has rallied more than 15% year-to-date. However, shares remain nearly 12% below their five-year high on Aug. 12, 2022—a decline that hasn't been fully offset by the dividend.
Realty Income's Dividend Is (Slowly) Growing
The dividend currently yields 4.8%, or $3.24 per share annually—better than most fixed-income instruments and just below the real estate sector's average 5% yield.
After decades of consecutive dividend increases, Realty Income is a member of the vaunted Dividend Aristocrats.
Checking Realty Income's Financial Health
That doesn't suggest the REIT's dividend track record is in immediate danger. According to TradeSmith, Realty Income's financial health has been firmly in the Green Zone for more than seven months.
Q4 revenue rose 11% year over year, and over the past five years the company's revenue growth has averaged an eye-catching 29.85%.
After a Brutal Selloff, Are These 3 SaaS Giants About to Bounce?
Submitted by Sam Quirke. Article Published: 2/27/2026.
Key Points
- HubSpot is down over 60% despite decent revenue growth, but its RSI is starting to move out of extreme lows while analysts are targeting major upside.
- Salesforce has fallen about 40%, but strong earnings and similarly bullish price targets suggest rebound potential if support holds.
- Okta is down roughly 40% ahead of earnings, yet analysts still see significant upside if confidence returns.
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Wall Street's so-called "SaaSpocalypse" — the sharp sell-off across traditional software companies in recent weeks — has been driven by one dominant fear: that artificial intelligence (AI) will automate the very functions these companies provide. If AI enables customers to handle tasks such as marketing workflows, customer relationship management, and identity verification autonomously, why would they pay premium subscription fees to companies that provide software-as-a-service (SaaS)?
That logic has prompted heavy selling across the sector this quarter, but the reality is more nuanced. These platforms are not static tools waiting to be replaced; they are deeply embedded systems that increasingly integrate with AI rather than simply compete with it.
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With sentiment now thoroughly washed out and several of these names trading near multi-year lows, the risk-reward profiles of a few companies in this space are starting to look attractive. Let's take a look at three in particular.
HubSpot: Oversold, But Quietly Stabilizing
Down more than 60% over the past year, HubSpot Inc (NYSE: HUBS) has endured one of the steepest drawdowns among large-cap SaaS names. Its shares hit a fresh low immediately after earnings in mid-February, despite once again beating headline expectations — a reaction that underscores how fragile sentiment has become.
Since then, the bulls have begun to push back. HubSpot shares have avoided a new low, and the relative strength index (RSI) has started moving out of extremely oversold territory.
That combination often signals that selling pressure is exhausting itself and that a base may be forming.
Fundamentally, HubSpot doesn't look broken: revenue is still growing at roughly 20% year-over-year, retention remains solid, and customer stickiness is intact.
Management has also authorized a fresh share repurchase program, a clear signal that leadership believes the stock is materially undervalued. Analyst support reinforces that view. Citigroup, UBS Group, and RBC have all reiterated Buy ratings in recent weeks, with Citigroup's $640 price target implying more than 150% upside from current levels.
Salesforce: Sentiment Bruised, But Not Broken
Salesforce Inc (NYSE: CRM) was also caught in the downdraft. Shares are down more than 40% from last year's high, pressured by concerns that AI could compress CRM functionality and by broader risk-off sentiment across the enterprise software space.
The latest earnings report, released after the bell on Feb. 25, did little to calm nerves. The company beat non-GAAP EPS expectations and delivered revenue in line with estimates, but its near-term guidance was soft.
Even so, the stock traded higher the day after earnings, and a rebound could gain traction if shares stay above $175, which has become a critical support level. As long as it holds, the setup looks more like potential consolidation than collapse. Analyst conviction has not evaporated — in fact, it's been the opposite: Wedbush reiterated its bullish stance this week, setting a $375 price target.
That implies nearly 100% upside from current levels. If CRM shares can find their footing above their recent low, the drop may come to be seen as a buy-the-dip opportunity rather than a warning sign.
Okta: High Risk, High Reward Ahead of Earnings
Of the three, Okta Inc (NASDAQ: OKTA) carries the most near-term uncertainty. Its shares have largely flatlined since summer 2022 and remain far below post-pandemic highs. More recently, the stock is down about 40% from last summer's peak, reflecting skepticism about the durability of growth and rising competitive pressures.
Okta's March 4 earnings report will be pivotal. Investors will be watching closely, particularly after Salesforce's softer forward guidance. While Okta's shares have been attempting to form a bottom in recent sessions, a disappointing report could extend the malaise and justify the market's caution.
That said, analyst optimism persists. Truist Financial recently reiterated its Buy rating with a price target near $115, implying roughly 60% upside from current levels. The risk-reward dynamic here is more nuanced than with the other two names.
Okta needs its upcoming report to confirm that the worst-case scenario is not materializing, that AI fears are overstated, and that the market's caution is overblown. If the company can demonstrate stability and resilience, the snapback potential could be meaningful; if not, investors' patience will be tested further.
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