Piper Sandler highlights the stocks most likely to benefit from bullish market sentiment

The market has been volatile due to President Trump's tariff policies, but Dutch Bros (BROS) stock has thrived, up 9% this year while the S&P 500 is down 10%. The coffee chain has successfully capitalized on Starbucks' struggles, doubling its store count and revenue since going public in 2021, with a recent 35% revenue increase driven by new locations and same-store sales growth. With ambitious expansion plans and a strong growth outlook, Dutch Bros presents...

Investors are seeking reliable dividend stocks amid market volatility, with some high-yield options struggling due to declining share prices. Two noteworthy stocks are Coca-Cola (KO), which has increased its dividend for 63 years and offers a forward yield of 2.88%, and AT&T (T), which has seen a 59% share price increase and provides a 4.2% yield. Both companies exhibit strong financial performance, with Coca-Cola's robust profit margins and AT&T's significant free cash flow positioning them...

In 2025, AI stocks faced a downturn despite ongoing demand, primarily due to tariff threats from the Trump Administration and concerns over economic recession. However, major tech leaders like Alphabet and Amazon reaffirmed their substantial AI investment plans, with Alphabet announcing $75 billion for AI data centers and Amazon's CEO highlighting rapid AI revenue growth. As competition increases, particularly with efforts to lower AI costs, Nvidia, a key player in AI hardware, may face challenges...

The markets reacted positively to President Trump's announcement of a 90-day pause on reciprocal tariffs for most countries, coupled with a base 10% tariff on goods, but automakers like General Motors (GM) were excluded from tariff relief, facing a looming 25% tariff on vehicle imports and parts. GM has been aggressively buying back shares, announcing $16 billion in buybacks from 2023 to 2025, but the new tariffs could force it to reconsider this strategy, as...

XRP (XRP 7.56%) aims to revolutionize financial transactions by tokenizing real-world assets (RWAs), potentially capturing a $19 trillion market by 2033, as reported by Ripple and Boston Consulting Group. Currently, only $600 billion of RWAs are tokenized, presenting an opportunity for significant growth on XRP's platform, which has already facilitated over $1 trillion in asset transactions. However, while XRP is well-positioned, challenges remain due to competition and the uncertain relationship between the volume of tokenized...

SummaryIn a declining market, investors often seek bargains among top performers like American Express, which has dropped nearly 30% but offers a low yield of 1.4%. Instead of chasing unreliable high-yield stocks such as AGNC Investment (down 20%, yielding 16% with a history of dividend cuts), income investors are advised to consider more stable options like UDR (4.2% yield), Toronto-Dominion Bank (5.1% yield), and W.P. Carey (6% yield), which have strong fundamentals and reliable dividend...