25 days ago
EPR Properties (NYSE: EPR) is a company focused on properties designed for experiential and educational purposes. One of the benefits of owning its stock has been its dividend, which has increased for four consecutive years.
EPR is a real estate investment trust (REIT), which means it must pay out at least 90% of its taxable net income as dividends to retain that status. That makes it highly likely that payouts will continue. As the dividend has become more generous, it might surprise investors how little it takes to generate more than $1,000 in annual dividends in this stock.
Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our **** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Working with whole shares, 269 shares purchased for $15,182 will generate $1,001 in annual dividends.
This amounts to an annual dividend of $3.72 per share with a yield of about 6.6%. That is far above the S&P 500 average of 1.1%. Moreover, it is one of the few stocks paying monthly dividends, which might make it especially appealing to income investors.
#Dividend #annual #missed
EPR is a real estate investment trust (REIT), which means it must pay out at least 90% of its taxable net income as dividends to retain that status. That makes it highly likely that payouts will continue. As the dividend has become more generous, it might surprise investors how little it takes to generate more than $1,000 in annual dividends in this stock.
Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our **** ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Working with whole shares, 269 shares purchased for $15,182 will generate $1,001 in annual dividends.
This amounts to an annual dividend of $3.72 per share with a yield of about 6.6%. That is far above the S&P 500 average of 1.1%. Moreover, it is one of the few stocks paying monthly dividends, which might make it especially appealing to income investors.
#Dividend #annual #missed
1 month ago
Costco is expanding its same-day delivery network as it looks to grow e-commerce sales and compete with retailers like Walmart and Target.
The retailer this week launched collaborations with DoorDash (NASDAQ: DASH) and Uber (NYSE: UBER) to pick up online orders at U.S. stores and drive them to the customer's door. The arrangements give Costco more channels to reach customers through ultra-fast delivery, made possible by gig drivers who use the platforms to select ******* ignments.
DoorDash, best known for delivering restaurant food, announced that Costco (NASDAQ: COST) members can now order groceries, dry goods, household essentials and other products from its marketplace and then arrange fast delivery from their local store, all through the DoorDash app. The U.S. launch extends the existing relationship between the companies in Australia, New Zealand, Sweden, Iceland and Puerto Rico.
DoorDash now serves eight of the 10 largest food retailers in North America.
On Wednesday, Uber announced a major expansion of its partnership with Costco to deliver products in 47 states, up from 17 states. Nearly 600 Costco locations are now available on the Uber Eats app, where shoppers can arrange on-demand and scheduled delivery.
#Food #announced
The retailer this week launched collaborations with DoorDash (NASDAQ: DASH) and Uber (NYSE: UBER) to pick up online orders at U.S. stores and drive them to the customer's door. The arrangements give Costco more channels to reach customers through ultra-fast delivery, made possible by gig drivers who use the platforms to select ******* ignments.
DoorDash, best known for delivering restaurant food, announced that Costco (NASDAQ: COST) members can now order groceries, dry goods, household essentials and other products from its marketplace and then arrange fast delivery from their local store, all through the DoorDash app. The U.S. launch extends the existing relationship between the companies in Australia, New Zealand, Sweden, Iceland and Puerto Rico.
DoorDash now serves eight of the 10 largest food retailers in North America.
On Wednesday, Uber announced a major expansion of its partnership with Costco to deliver products in 47 states, up from 17 states. Nearly 600 Costco locations are now available on the Uber Eats app, where shoppers can arrange on-demand and scheduled delivery.
#Food #announced
1 month ago
Robinhood chief executive Vlad Tenev told investors that the company's prediction markets business is at the beginning of something much larger, and he put a number on it that most executives avoid saying out loud. "I think we're just at the beginning of a Prediction Markets supercycle that could drive trillions in annual volume over time," he said on Robinhood Markets' (HOOD) fourth quarter and full year 2025 earnings call on February 10.
He reported adoption below the forecast. In the same remarks, Tenev said prediction market volumes had "more than doubled yet again" in the fourth quarter, "with over 12 billion contracts traded in 2025, which is the first full year of Prediction Markets." Customers had traded more than four billion further contracts in the opening weeks of 2026. He called it "the fastest-growing business in our history, $300 million-plus run rate in its first year."
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#prediction #year #tenev
He reported adoption below the forecast. In the same remarks, Tenev said prediction market volumes had "more than doubled yet again" in the fourth quarter, "with over 12 billion contracts traded in 2025, which is the first full year of Prediction Markets." Customers had traded more than four billion further contracts in the opening weeks of 2026. He called it "the fastest-growing business in our history, $300 million-plus run rate in its first year."
Mark Cuban Says He Was Dizzy for Months, So He Built a VR Fix That Does at Home 'Much Of What A 180k Machine' Does
Bank of America Just Declared a 'Generational Entry Point' in U.S. Bonds. Why Investors Should Be Backing Up the Truck on Treasuries Here.
Nvidia, OpenAI, and Oracle's $745B Financing Circle Just Hit Its First Stress Test: A Fed Rate Hike
#prediction #year #tenev
1 month ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Thursday's trading session was a good one for Intel shareholders. The chipmaker's stock closed up about 8%, a day after a Reuters report that the company held exploratory talks about a deal with SK Hynix to produce memory chips in the U.S.
The deal could see SK Hynix lease part of Intel's new Ohio mega-campus, though neither company has confirmed. Another scenario, per Reuters, could be a joint venture between the two firms and cloud computing companies who need the firehose of memory.
Nasdaq-listed SK Hynix shares closed up nearly 5%.
One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here.
#Stock #NVIDIA #reuters #here
Thursday's trading session was a good one for Intel shareholders. The chipmaker's stock closed up about 8%, a day after a Reuters report that the company held exploratory talks about a deal with SK Hynix to produce memory chips in the U.S.
The deal could see SK Hynix lease part of Intel's new Ohio mega-campus, though neither company has confirmed. Another scenario, per Reuters, could be a joint venture between the two firms and cloud computing companies who need the firehose of memory.
Nasdaq-listed SK Hynix shares closed up nearly 5%.
One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here.
#Stock #NVIDIA #reuters #here
1 month ago
STERIS plc (STE), with a market capitalization of approximately $20.8 billion, is a global healthcare company focused on infection prevention and patient care. The Mentor, Ohio-based company provides consumable products, capital equipment, maintenance and repair services, sterilization solutions, laboratory testing, outsourced reprocessing, and operating room connectivity solutions.
Companies worth between $10 billion and $200 billion are generally classified as "large-cap stocks," and STERIS fits this description, with its market capitalization reflecting its substantial size and established position within the healthcare sector. STERIS stands out by combining a leading position in infection prevention with a broad range of healthcare and sterilization products and services. Its trusted brand, loyal customer base, strong financial position, and strategic acquisitions strengthen its competitive position while supporting continued expansion and innovation.
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#steris #position
Companies worth between $10 billion and $200 billion are generally classified as "large-cap stocks," and STERIS fits this description, with its market capitalization reflecting its substantial size and established position within the healthcare sector. STERIS stands out by combining a leading position in infection prevention with a broad range of healthcare and sterilization products and services. Its trusted brand, loyal customer base, strong financial position, and strategic acquisitions strengthen its competitive position while supporting continued expansion and innovation.
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#steris #position
2 months ago
With a market cap of $30.1 billion, Willis Towers Watson Public Limited Company (WTW) is a leading global advisory, broking, and solutions company, serving clients worldwide. Through its two segments: Health, Wealth & Career and Risk & Broking, the firm delivers services that help organizations manage risk, optimize benefits, and enhance performance.
Companies valued over $10 billion are generally described as "large-cap" stocks, and Willis Towers Watson fits right into that category. Headquartered in London, the United Kingdom, the company combines deep expertise, data-driven insights, and innovative solutions to support businesses of all sizes.
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#risk
Companies valued over $10 billion are generally described as "large-cap" stocks, and Willis Towers Watson fits right into that category. Headquartered in London, the United Kingdom, the company combines deep expertise, data-driven insights, and innovative solutions to support businesses of all sizes.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.
#risk
2 months ago
The internet has never been short on financial advice. There's an endless parade of experts online promising the next stock, cryptocurrency or investing strategy could be the one that makes your net worth "go to the moon."
The problem is that most people aren't spending their days watching the markets, studying compnay balance sheets or trying to time the perfect trade (which is difficult even for the savviest investor). And when complicated investing advice gets repackaged into a 30-second video, following it without fully understanding the risks can turn into an expensive lesson for investors.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#without
The problem is that most people aren't spending their days watching the markets, studying compnay balance sheets or trying to time the perfect trade (which is difficult even for the savviest investor). And when complicated investing advice gets repackaged into a 30-second video, following it without fully understanding the risks can turn into an expensive lesson for investors.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes
#without
2 months ago
Chainlink (LINK) is up roughly 1%, making it the only one of the four cryptos with a positive year-to-date return, while XRP, Cardano, and Dogecoin are down 24%, 34%, and 22% respectively.
All four coins have rallied over the past 30 days, led by Chainlink at 49%, followed by XRP at 40%, Dogecoin at 32%, and Cardano at 14%.
Over 12 months, every coin is deeply negative, with LINK down 47% and ADA down 75%, making the green year-to-date reading a low bar rather than a recovery signal.
Just released. Our ******* ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Chainlink (CRYPTO: LINK) trades around $12.30 today, up nearly 1% since the start of the year. XRP (CRYPTO: XRP) trades at $1.42, down about 22% year-to-date. Cardano (CRYPTO: ADA) trades at $0.22, down roughly 34% over the same time frame. Dogecoin (CRYPTO: DOGE) trades at $0.09, down roughly 23%. That leaves Chainlink as the only one of the four to post a positive return in 2026.
#chainlink #dogecoin
All four coins have rallied over the past 30 days, led by Chainlink at 49%, followed by XRP at 40%, Dogecoin at 32%, and Cardano at 14%.
Over 12 months, every coin is deeply negative, with LINK down 47% and ADA down 75%, making the green year-to-date reading a low bar rather than a recovery signal.
Just released. Our ******* ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Chainlink (CRYPTO: LINK) trades around $12.30 today, up nearly 1% since the start of the year. XRP (CRYPTO: XRP) trades at $1.42, down about 22% year-to-date. Cardano (CRYPTO: ADA) trades at $0.22, down roughly 34% over the same time frame. Dogecoin (CRYPTO: DOGE) trades at $0.09, down roughly 23%. That leaves Chainlink as the only one of the four to post a positive return in 2026.
#chainlink #dogecoin
2 months ago
Harbor Funds, an investment management company, released its Q2 2026 investor letter for "Harbor Mid Cap Value Fund". The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its strongest quarter since 2020, driven by a shift from software to hardware in the Artificial Intelligence capital spending cycle. Small caps outperformed large caps, with the Russell 2000® gaining 21.5% compared to the Russell 1000's 15.1%. Growth stocks led within large caps, while Information Technology rose about 33%, contributing significantly to the S&P 500's return. The Harbor Mid Cap Value Fund returned 13.99%, outperforming its benchmark, the Russell Midcap Value Index. Strong stock selection in Consumer Discretionary, Real Estate, and Financials contributed positively, although an underweight in Information Technology negatively impacted results. Despite ongoing economic uncertainties, the investment philosophy remains committed to a disciplined value approach. Check the fund's top five holdings for its best picks in 2026.
In its second-quarter 2026 investor letter, Harbor Mid Cap Value Fund highlighted TD SYNNEX Corporation (NYSE:SNX) as a top contributor. TD SYNNEX Corporation (NYSE:SNX) is a leading distributor and solutions aggregator for the information technology (IT) ecosystem. On September 04, 2026, TD SYNNEX Corporation (NYSE:SNX) closed at $262.64 per share. Over the past month, TD SYNNEX Corporation (NYSE:SNX) returned 3.51%, and its shares are up 74.64% over the past year. TD SYNNEX Corporation (NYSE:SNX) has a market capitalization of $21 billion.
Harbor Mid Cap Value Fund stated the following regarding TD SYNNEX Corporation (NYSE:SNX) in its Q2 2026 investor letter:
"The top contributors in the second quarter included three Information Technology holdings: TD SYNNEX Corporation (NYSE:SNX), Arrow Electronics, and Hewlett Packard Enterprise. TD Synnex was up more than 50%, benefiting from surging demand for AI infrastructure and cloud computing. The company reported strong earnings and easily beat ******* ysts' consensus. Management also came out with increased guidance for the coming quarters."
TD SYNNEX Corporation (NYSE:SNX) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 60 hedge fund portfolios held TD SYNNEX Corporation (NYSE:SNX) at the end of the second quarter, up from 50 in the previous quarter. While we acknowledge the potential of TD SYNNEX Corporation (NYSE:SNX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#technology #letter
In its second-quarter 2026 investor letter, Harbor Mid Cap Value Fund highlighted TD SYNNEX Corporation (NYSE:SNX) as a top contributor. TD SYNNEX Corporation (NYSE:SNX) is a leading distributor and solutions aggregator for the information technology (IT) ecosystem. On September 04, 2026, TD SYNNEX Corporation (NYSE:SNX) closed at $262.64 per share. Over the past month, TD SYNNEX Corporation (NYSE:SNX) returned 3.51%, and its shares are up 74.64% over the past year. TD SYNNEX Corporation (NYSE:SNX) has a market capitalization of $21 billion.
Harbor Mid Cap Value Fund stated the following regarding TD SYNNEX Corporation (NYSE:SNX) in its Q2 2026 investor letter:
"The top contributors in the second quarter included three Information Technology holdings: TD SYNNEX Corporation (NYSE:SNX), Arrow Electronics, and Hewlett Packard Enterprise. TD Synnex was up more than 50%, benefiting from surging demand for AI infrastructure and cloud computing. The company reported strong earnings and easily beat ******* ysts' consensus. Management also came out with increased guidance for the coming quarters."
TD SYNNEX Corporation (NYSE:SNX) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 60 hedge fund portfolios held TD SYNNEX Corporation (NYSE:SNX) at the end of the second quarter, up from 50 in the previous quarter. While we acknowledge the potential of TD SYNNEX Corporation (NYSE:SNX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#technology #letter
2 months ago
The most notable change in Berkshire Hathaway's (NYSE: BRKA)(NYSE: BRKB) massive, roughly $360 billion stock portfolio this year has been the conglomerate's large increase in Alphabet (NASDAQ: GOOGL)(NASDAQ: GOOG).
While Berkshire initiated the position last year under Warren Buffett's leadership, the company has significantly increased its stake in Alphabet under new CEO Greg Abel. Between the end of 2025 and the end of the second quarter of this year, the value of Berkshire's Alphabet position soared from about $5.6 billion to nearly $37.8 billion, making Alphabet one of Berkshire's largest positions.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Perhaps even more interesting is that as Berkshire was buying, Alphabet's returns have declined. Will Alphabet break Warren Buffett's cardinal rule of investing?
In a surprising interview with CNBC in July, the 96-year-old Buffett, who remains executive chairman of Berkshire, revealed he had initiated the Alphabet position last year, meaning he and Abel likely decided together to significantly increase Berkshire's stake.
#berkshire #signal #position
While Berkshire initiated the position last year under Warren Buffett's leadership, the company has significantly increased its stake in Alphabet under new CEO Greg Abel. Between the end of 2025 and the end of the second quarter of this year, the value of Berkshire's Alphabet position soared from about $5.6 billion to nearly $37.8 billion, making Alphabet one of Berkshire's largest positions.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Perhaps even more interesting is that as Berkshire was buying, Alphabet's returns have declined. Will Alphabet break Warren Buffett's cardinal rule of investing?
In a surprising interview with CNBC in July, the 96-year-old Buffett, who remains executive chairman of Berkshire, revealed he had initiated the Alphabet position last year, meaning he and Abel likely decided together to significantly increase Berkshire's stake.
#berkshire #signal #position
2 months ago
Palantir shares gained 7.7% on September 3, the same day PwC US expanded an alliance built around enterprise AI, M&A, and ERP modernization. The companies described an AI-native deals platform intended to execute transactions up to 50% faster and cut one-time costs by as much as 45%, but disclosed no new contract value. The same day, Globant introduced a MuleSoft AI Pod for Salesforce integration. Palantir Technologies Inc. (NASDAQ:PLTR) and Globant S.A. (NYSE:GLOB) are packaging expertise around software in very different ways.
Palantir's bull case is productized delivery. PwC can bring industry relationships and implementation capacity, while Foundry and AIP remain the recurring platform. Palantir's Q2 revenue rose 93% to $1.94 billion, including 149% growth in U.S. commercial revenue, so the alliance lands on real momentum. Arrowstreet Capital held 20,517,115 shares at June 30 after increasing its stake by 97%.
The valuation is the obvious counterweight. A partnership announcement without disclosed revenue cannot by itself justify a large daily move. Receivables concentration, stock-based compensation, and competition from clouds and consultants deserve attention. Hedge-fund breadth had already weakened: Insider Monkey counted 86 funds holding Palantir at June 30, down from 96 at March 31.
Globant's AI Pod offers a more explicit delivery unit. Configurations support roughly six, 12, or 24 integration flows or APIs per month, and the company cited benchmarks including up to 80% automation and 15% to 25% faster time to value. That makes capacity tangible. Twenty-three hedge funds held Globant S.A. (NYSE:GLOB) in Q2, down from 25 in Q1. Pzena Investment Management reported 3,859,718 shares after adding 31%.
Globant's problem is that reusable pods can still be labor businesses. The service remains on a waitlist, the benchmark outcomes are not guaranteed customer results, and AI may pressure billing rates even as it improves productivity.
#palantir #globant #shares #june
Palantir's bull case is productized delivery. PwC can bring industry relationships and implementation capacity, while Foundry and AIP remain the recurring platform. Palantir's Q2 revenue rose 93% to $1.94 billion, including 149% growth in U.S. commercial revenue, so the alliance lands on real momentum. Arrowstreet Capital held 20,517,115 shares at June 30 after increasing its stake by 97%.
The valuation is the obvious counterweight. A partnership announcement without disclosed revenue cannot by itself justify a large daily move. Receivables concentration, stock-based compensation, and competition from clouds and consultants deserve attention. Hedge-fund breadth had already weakened: Insider Monkey counted 86 funds holding Palantir at June 30, down from 96 at March 31.
Globant's AI Pod offers a more explicit delivery unit. Configurations support roughly six, 12, or 24 integration flows or APIs per month, and the company cited benchmarks including up to 80% automation and 15% to 25% faster time to value. That makes capacity tangible. Twenty-three hedge funds held Globant S.A. (NYSE:GLOB) in Q2, down from 25 in Q1. Pzena Investment Management reported 3,859,718 shares after adding 31%.
Globant's problem is that reusable pods can still be labor businesses. The service remains on a waitlist, the benchmark outcomes are not guaranteed customer results, and AI may pressure billing rates even as it improves productivity.
#palantir #globant #shares #june
2 months ago
Anthropic is racing toward an IPO with a headline revenue number that will likely look bigger than that of its rival, OpenAI.
Why it matters: Comparing revenue at the two AI labs isn't apples-to-apples unless you understand how differently they account for some sales through cloud partners.
Driving the news: The latest update from Anthropic indicates its annualized revenue will exceed $65 billion this year. OpenAI says it's on track to exceed $40 billion in annualized revenue.
Both companies annualize recent sales in roughly similar ways, The Information reported.
The biggest difference is what goes into that number.
#anthropic #exceed #billion
Why it matters: Comparing revenue at the two AI labs isn't apples-to-apples unless you understand how differently they account for some sales through cloud partners.
Driving the news: The latest update from Anthropic indicates its annualized revenue will exceed $65 billion this year. OpenAI says it's on track to exceed $40 billion in annualized revenue.
Both companies annualize recent sales in roughly similar ways, The Information reported.
The biggest difference is what goes into that number.
#anthropic #exceed #billion
2 months ago
This story was originally published on Banking Dive. To receive daily news and insights, subscribe to our free daily Banking Dive newsletter.
TabaPay intends to buy Denver-based Transact Bank, the money movement platform announced Wednesday.
The transaction, aided by $155 million in financing led by growth equity firm FTV Capital, would give TabaPay a banking charter through the Office of the Comptroller of the Currency but also requires approval from the Federal Reserve.
TabaPay made headlines in 2024, when it floated a $9.7 million offer to buy the ***** ets of the fintech Synapse, which declared bankruptcy a day or so earlier.
Weeks later, however, TabaPay terminated the agreement "based on failure to meet the purchase agreement closing conditions."
#dive #based #agreement
TabaPay intends to buy Denver-based Transact Bank, the money movement platform announced Wednesday.
The transaction, aided by $155 million in financing led by growth equity firm FTV Capital, would give TabaPay a banking charter through the Office of the Comptroller of the Currency but also requires approval from the Federal Reserve.
TabaPay made headlines in 2024, when it floated a $9.7 million offer to buy the ***** ets of the fintech Synapse, which declared bankruptcy a day or so earlier.
Weeks later, however, TabaPay terminated the agreement "based on failure to meet the purchase agreement closing conditions."
#dive #based #agreement
2 months ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Enrollment is required for select benefits.
Read our full Amex Gold Card review
$219 CLEAR+ credit: Get up to $219 back per calendar year on your CLEAR+ membership (subject to auto-renewal) when you use your card.
Enrollment is required for select benefits.
#amex
Enrollment is required for select benefits.
Read our full Amex Gold Card review
$219 CLEAR+ credit: Get up to $219 back per calendar year on your CLEAR+ membership (subject to auto-renewal) when you use your card.
Enrollment is required for select benefits.
#amex
2 months ago
On August 25, The Bank of Nova Scotia (NYSE:BNS) reported third-quarter results that hit a target management had been promising for the medium term, not the near term. Return on equity reached 14.2%, adjusted net income climbed to $2.97 billion, and adjusted earnings per share rose to $2.28 from $1.88 a year earlier, a 21% jump. CEO Scott Thomson signaled that 14% won't be the high-water mark for the bank's returns going forward. With every division growing at once, the quarter reads like a strategy finally clicking into place.
Canadian Banking earned $1.1 billion, up 12% year over year, with return on equity jumping 160 basis points sequentially to 19.4%. That came from a fifth straight quarter of margin expansion, plus commercial loan growth that accelerated to 3% sequentially after 2% the quarter before, with small business lending up 10% year over year. Credit card premium mix rose to 45% of new acquisitions, up from 35% a year ago.
Global Banking and Markets posted its best quarterly net income ever, $647 million, up 37% year over year, helped by a net interest margin that expanded more than 30 basis points and a run of marquee deals, including the two largest debt capital markets issuances ever done in Canada and the country's biggest IPO since 2021. Loans in that segment grew 7% sequentially as the bank reinvests after a period of deliberate optimization.
Global Wealth Management earnings rose 23% to $515 million as the segment posted net sales of $3 billion for the quarter, a Q3 record, while **** ets under management reached $474 billion. Referrals between Canadian Banking and Wealth Management hit $14 billion year to date, with commercial-to-wealth referrals up 33%. International Banking added $725 million, up 6% on a constant dollar basis, with retail loans growing 5% as management leans into primary banking relationships. The bank also logged its tenth straight quarter of positive operating leverage.
The quarter wasn't friction-free. Expenses grew 14% year over year, driven largely by performance-based pay and a 16% increase in technology spending to $1.5 billion. Chief Risk Officer Shannon McGinnis flagged, "We continue to monitor some pockets of weakness, including elevated mortgage delinquencies," even with the retail book carrying an average FICO score of 798. International Banking's provision for credit losses ran at 138 basis points, well above the 42 basis points booked in Canadian Banking, and the segment absorbed an incremental $57 million provision tied to a corporate account in Brazil that management said it continues to work through.
#quarter #billion #points #wealth
Canadian Banking earned $1.1 billion, up 12% year over year, with return on equity jumping 160 basis points sequentially to 19.4%. That came from a fifth straight quarter of margin expansion, plus commercial loan growth that accelerated to 3% sequentially after 2% the quarter before, with small business lending up 10% year over year. Credit card premium mix rose to 45% of new acquisitions, up from 35% a year ago.
Global Banking and Markets posted its best quarterly net income ever, $647 million, up 37% year over year, helped by a net interest margin that expanded more than 30 basis points and a run of marquee deals, including the two largest debt capital markets issuances ever done in Canada and the country's biggest IPO since 2021. Loans in that segment grew 7% sequentially as the bank reinvests after a period of deliberate optimization.
Global Wealth Management earnings rose 23% to $515 million as the segment posted net sales of $3 billion for the quarter, a Q3 record, while **** ets under management reached $474 billion. Referrals between Canadian Banking and Wealth Management hit $14 billion year to date, with commercial-to-wealth referrals up 33%. International Banking added $725 million, up 6% on a constant dollar basis, with retail loans growing 5% as management leans into primary banking relationships. The bank also logged its tenth straight quarter of positive operating leverage.
The quarter wasn't friction-free. Expenses grew 14% year over year, driven largely by performance-based pay and a 16% increase in technology spending to $1.5 billion. Chief Risk Officer Shannon McGinnis flagged, "We continue to monitor some pockets of weakness, including elevated mortgage delinquencies," even with the retail book carrying an average FICO score of 798. International Banking's provision for credit losses ran at 138 basis points, well above the 42 basis points booked in Canadian Banking, and the segment absorbed an incremental $57 million provision tied to a corporate account in Brazil that management said it continues to work through.
#quarter #billion #points #wealth
2 months ago
AWS growth reaccelerating to 37% makes Amazon's (AMZN) 21x P/E look cheap versus peers, with our price target implying 33% upside.
Amazon and NVIDIA (NVDA) will deliver 2 million additional GPUs for agentic AI, accelerating the cloud infrastructure arms race.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today.
Amazon (NASDAQ:AMZN) delivered one of its cleanest quarters in years, with AWS accelerating for the fifth straight quarter and advertising growing at 26% pace. The market has yet to fully price in this acceleration. Our Amazon 24/7 Wall St. price target signals meaningful upside.
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#NVIDIA #grab
Amazon and NVIDIA (NVDA) will deliver 2 million additional GPUs for agentic AI, accelerating the cloud infrastructure arms race.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today.
Amazon (NASDAQ:AMZN) delivered one of its cleanest quarters in years, with AWS accelerating for the fifth straight quarter and advertising growing at 26% pace. The market has yet to fully price in this acceleration. Our Amazon 24/7 Wall St. price target signals meaningful upside.
Metric
#NVIDIA #grab
2 months ago
Deutsche Bank Aktiengesellschaft (NYSE:DB) completed its €1 billion share-buyback program on August 21 after acquiring 35.7 million treasury shares, equivalent to 1.87% of its share capital. The shares were repurchased at a volume-weighted average price of €28. Treasury-share acquisition can reduce the shares used in per-share calculations while the shares remain in treasury, but it is distinct from legal cancellation.
Deutsche Bank Aktiengesellschaft (NYSE:DB) followed that program with a new buyback of up to €500 million starting August 25 and scheduled to end no later than December 11. The new program is the bank's first funded from current-year net profit. Management's 60% target refers to total dividends and buybacks as a percentage of net profit attributable to Deutsche Bank shareholders from 2026.
The earnings base currently supports the feasibility of that target. Deutsche Bank Aktiengesellschaft (NYSE:DB) reported second-quarter profit after tax of €1.9 billion, up 10% year over year, while first-half profit reached a record €4.1 billion. Quarterly net revenues increased 9% to €8.5 billion, with growth across all four businesses.
The capital position also suggests that Deutsche Bank Aktiengesellschaft (NYSE:DB) can execute the new program without moving outside management's operating range. Its Common Equity Tier 1 ratio was 13.9% at June 30 after deductions aligned with the 60% payout target. The bank said the €500 million program was already fully covered by existing capital deductions.
For Deutsche Bank Aktiengesellschaft (NYSE:DB), the completed purchases carry more weight than an unused authorization. Completion of the new program would bring buybacks conducted during 2026 to €1.5 billion, compared with €1 billion in 2025. The first €1 billion program related to the prior capital-return cycle, while the new €500 million program is the first funded from 2026 earnings.
#bank #deutsche
Deutsche Bank Aktiengesellschaft (NYSE:DB) followed that program with a new buyback of up to €500 million starting August 25 and scheduled to end no later than December 11. The new program is the bank's first funded from current-year net profit. Management's 60% target refers to total dividends and buybacks as a percentage of net profit attributable to Deutsche Bank shareholders from 2026.
The earnings base currently supports the feasibility of that target. Deutsche Bank Aktiengesellschaft (NYSE:DB) reported second-quarter profit after tax of €1.9 billion, up 10% year over year, while first-half profit reached a record €4.1 billion. Quarterly net revenues increased 9% to €8.5 billion, with growth across all four businesses.
The capital position also suggests that Deutsche Bank Aktiengesellschaft (NYSE:DB) can execute the new program without moving outside management's operating range. Its Common Equity Tier 1 ratio was 13.9% at June 30 after deductions aligned with the 60% payout target. The bank said the €500 million program was already fully covered by existing capital deductions.
For Deutsche Bank Aktiengesellschaft (NYSE:DB), the completed purchases carry more weight than an unused authorization. Completion of the new program would bring buybacks conducted during 2026 to €1.5 billion, compared with €1 billion in 2025. The first €1 billion program related to the prior capital-return cycle, while the new €500 million program is the first funded from 2026 earnings.
#bank #deutsche
2 months ago
Investor demand for commercial real estate surged this summer, driven by increased liquidity in the credit markets.
Competitiveness in investment sales transactions reached its highest point in more than a year, while competition from the credit markets is higher than JLL has ever recorded, according to quarterly bidding and credit indexes the company released this week. For July CRE transactions, JLL recorded the second-highest number of unique bidders in the last five years.
"Liquidity is back — and building," JLL CEO of Capital Markets Richard Bloxam said in a statement. "The exceptional strength we have seen in credit markets over the past year is now directly propelling transaction activity."
Lender confidence has spread into the equity market with buyers stepping up with clear intent on larger deals, Bloxam said.
That momentum was recorded in JLL's Global Bid Intensity Index and Global Credit Intensity Index. The former measures bidder activity on investment sales transactions and the difference between winning bids and asking prices. The latter tracks the number of lenders quoting on loans and the average winning loan-to-value ratio.
#markets #recorded #liquidity
Competitiveness in investment sales transactions reached its highest point in more than a year, while competition from the credit markets is higher than JLL has ever recorded, according to quarterly bidding and credit indexes the company released this week. For July CRE transactions, JLL recorded the second-highest number of unique bidders in the last five years.
"Liquidity is back — and building," JLL CEO of Capital Markets Richard Bloxam said in a statement. "The exceptional strength we have seen in credit markets over the past year is now directly propelling transaction activity."
Lender confidence has spread into the equity market with buyers stepping up with clear intent on larger deals, Bloxam said.
That momentum was recorded in JLL's Global Bid Intensity Index and Global Credit Intensity Index. The former measures bidder activity on investment sales transactions and the difference between winning bids and asking prices. The latter tracks the number of lenders quoting on loans and the average winning loan-to-value ratio.
#markets #recorded #liquidity
2 months ago
Matthew Kaes Van'T Hof, Chief Executive Officer of Diamondback Energy, Inc. (NASDAQ:FANG), sold 10,000 shares of common stock on Aug. 20, 2026, according to a recent SEC Form 4 filing.
Metric
Value
Transaction value
$2.1 million
#value #matthew #executive
Metric
Value
Transaction value
$2.1 million
#value #matthew #executive
2 months ago
Xpeng (XPEV) shares tanked on Aug. 24 after the Chinese electric vehicle (EV) manufacturer's Q2 earnings missed estimates and management issued disappointing guidance for the future. The company now sees its revenue falling between RMB21.7 billion and RMB23.4 billion in the third quarter, well below RMB26.69 billion that ***** ysts had forecast.
Following today's decline, Xpeng stock is down roughly 45% versus the start of this year.
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QQQ is Still in a Negative Gamma Regime. Here's How a 'Put Wall' and Fibonacci Support Could Come Into Play.
#Stock
Following today's decline, Xpeng stock is down roughly 45% versus the start of this year.
IonQ vs. Rigetti: The Better Quantum Computing Stock for Long-Term Investors
Stocks Set to Open Lower as Chipmakers Get Hit, Nvidia Earnings and Warsh's Jackson Hole Speech Awaited
QQQ is Still in a Negative Gamma Regime. Here's How a 'Put Wall' and Fibonacci Support Could Come Into Play.
#Stock
2 months ago
It's not too far of a stretch to say that Microchip Technology (MCHP) may not be on most investors' radar. Although MCHP stock is up almost 23% on a year-to-date basis, its recent performance has been lackluster. For example, in the trailing month, the ticker is down nearly 3%. Further, the volatility has triggered the Barchart Technical Opinion indicator, which rates Microchip as a 24% Weak Sell.
Fundamentally, the pessimism appears justified. According to Google Finance's summary, MCHP stock has faded due to broader macroeconomic pressures and yield concerns. Worryingly, this downturn occurred despite solid earnings performances and a strong forward guidance.
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Terrible Nike Stock Historically Offers a Near-Term Bounce When Things Are This Bad
#sell
Fundamentally, the pessimism appears justified. According to Google Finance's summary, MCHP stock has faded due to broader macroeconomic pressures and yield concerns. Worryingly, this downturn occurred despite solid earnings performances and a strong forward guidance.
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
Analysts Keep Hiking Intel's Revenue Forecasts and Price Targets - Is INTC Still a Buy?
Terrible Nike Stock Historically Offers a Near-Term Bounce When Things Are This Bad
#sell
2 months ago
Cipher Mining (CIFR) tumbled 9% and TeraWulf (WULF) sank 7% as the 10-year yield hit 4.7%, squeezing valuations on multi-year AI data center projects.
HIVE Digital erased Monday's gains, falling 7% despite a fresh $350 million GPU cloud deal, while WGMI's 6% decline confirms the selloff is sector-wide.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Cipher Mining didn't make the cut. Grab the names FREE today.
Shares of Bitcoin (CRYPTO:BTC) miners pivoting to AI infrastructure are moving lower together Tuesday morning, with Cipher Mining (NASDAQ:CIFR) stock down 9% to $16.77 and TeraWulf (NASDAQ:WULF) shares down 7% to $16.45. Rising Treasury yields sit at the center of the move.
The 10-year yield is trading near the upper end of its 52-week range, pressuring long-duration cash flow valuations across a group financing multi-year data center construction against contracted revenue arriving later. HIVE Digital Technologies (NASDAQ:HIVE) shares are down 7% to $2.87, giving back most of Monday's surge. MARA Holdings stock is down 5% to $9.24, and Riot Platforms shares are down 4% to $19.23.
#down
HIVE Digital erased Monday's gains, falling 7% despite a fresh $350 million GPU cloud deal, while WGMI's 6% decline confirms the selloff is sector-wide.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Cipher Mining didn't make the cut. Grab the names FREE today.
Shares of Bitcoin (CRYPTO:BTC) miners pivoting to AI infrastructure are moving lower together Tuesday morning, with Cipher Mining (NASDAQ:CIFR) stock down 9% to $16.77 and TeraWulf (NASDAQ:WULF) shares down 7% to $16.45. Rising Treasury yields sit at the center of the move.
The 10-year yield is trading near the upper end of its 52-week range, pressuring long-duration cash flow valuations across a group financing multi-year data center construction against contracted revenue arriving later. HIVE Digital Technologies (NASDAQ:HIVE) shares are down 7% to $2.87, giving back most of Monday's surge. MARA Holdings stock is down 5% to $9.24, and Riot Platforms shares are down 4% to $19.23.
#down
2 months ago
Latest 13F filings show that billionaire Stanley Druckenmiller's family office fund and Brad Gerstner's Altimeter Capital both sold Broadcom Inc. (NASDAQ: AVGO) during the second quarter and opened new stakes in Lam Research Corporation (NASDAQ: LRCX) instead.
Bulls say Lam's multiple compression is due to the overall semiconductor selloff, not a fundamental issue. In fiscal Q4, the company beat earnings estimates and guided to a 52% gross margin for Q1, well above previous expectations. Wafer fab equipment demand remains strong, with memory and advanced packaging contributing more meaningfully. Industry-wide equipment spending guidance for fiscal 2027 was also raised. Advanced packaging growth guidance was raised. The company is expected to benefit from rising capex as companies spend to complete AI infrastructure buildouts.
However, bears point to risks that spending on wafer fab equipment will prove less durable. The company's EPS estimates ******* ume demand will stay strong, but customers can delay deliveries if memory prices weaken and utilization rates fall. Despite the multiple compression, its multiple of over 30x is still above the company's historical average, and cyclical volatility could create valuation issues if the AI capex cycle slows.
Brad Gerstner of Altimeter CapitalBroadcom Falling Out of Favor?
AVGO is up just about 13% so far this year. The stock recently wavered amid disclosure of a security vulnerability in VMware. In Q2, the company signed over $30 billion in AI orders during the quarter. For fiscal Q3, the company expects AI semiconductor revenue up 200% year over year. For fiscal 2027, Broadcom expects $100 billion in AI revenue.
#year #altimeter #broadcom
Bulls say Lam's multiple compression is due to the overall semiconductor selloff, not a fundamental issue. In fiscal Q4, the company beat earnings estimates and guided to a 52% gross margin for Q1, well above previous expectations. Wafer fab equipment demand remains strong, with memory and advanced packaging contributing more meaningfully. Industry-wide equipment spending guidance for fiscal 2027 was also raised. Advanced packaging growth guidance was raised. The company is expected to benefit from rising capex as companies spend to complete AI infrastructure buildouts.
However, bears point to risks that spending on wafer fab equipment will prove less durable. The company's EPS estimates ******* ume demand will stay strong, but customers can delay deliveries if memory prices weaken and utilization rates fall. Despite the multiple compression, its multiple of over 30x is still above the company's historical average, and cyclical volatility could create valuation issues if the AI capex cycle slows.
Brad Gerstner of Altimeter CapitalBroadcom Falling Out of Favor?
AVGO is up just about 13% so far this year. The stock recently wavered amid disclosure of a security vulnerability in VMware. In Q2, the company signed over $30 billion in AI orders during the quarter. For fiscal Q3, the company expects AI semiconductor revenue up 200% year over year. For fiscal 2027, Broadcom expects $100 billion in AI revenue.
#year #altimeter #broadcom
2 months ago
US stock futures fell on Tuesday as rising tensions between the US and Iran revived inflation concerns, with elevated oil prices adding pressure.
Futures on the Dow Jones Industrial Average (YM=F) slid 0.2%, while those on the S&P 500 (ES=F) declined 0.5%. Contracts for the Nasdaq-100 (NQ=F) retreated 0.9%, leading the major indexes lower after a downbeat start to the trading week.
Oil prices climbed to their highest level in over two weeks after President Trump said he intends to inflict more economic pain on Iran and threatened to "bomb" Oman if it interferes with the US's plans for the Strait of Hormuz.
Brent crude (BZ=F) futures, the international benchmark, hit $91 per barrel, and US benchmark West Texas Intermediate crude futures (CL=F) rose to $84 per barrel as the US Strategic Petroleum Reserve plunged to its lowest level since 1982.
Rising oil, an AI borrowing spree, and concerns over government borrowing have also lifted bond yields globally. In the US, the 10-year Treasury yield (^TNX) hit 4.72%, and the 30-year yield (^TYX) advanced to 5.31%, a 19-year high.
#year #rising #crude
Futures on the Dow Jones Industrial Average (YM=F) slid 0.2%, while those on the S&P 500 (ES=F) declined 0.5%. Contracts for the Nasdaq-100 (NQ=F) retreated 0.9%, leading the major indexes lower after a downbeat start to the trading week.
Oil prices climbed to their highest level in over two weeks after President Trump said he intends to inflict more economic pain on Iran and threatened to "bomb" Oman if it interferes with the US's plans for the Strait of Hormuz.
Brent crude (BZ=F) futures, the international benchmark, hit $91 per barrel, and US benchmark West Texas Intermediate crude futures (CL=F) rose to $84 per barrel as the US Strategic Petroleum Reserve plunged to its lowest level since 1982.
Rising oil, an AI borrowing spree, and concerns over government borrowing have also lifted bond yields globally. In the US, the 10-year Treasury yield (^TNX) hit 4.72%, and the 30-year yield (^TYX) advanced to 5.31%, a 19-year high.
#year #rising #crude
3 months ago
Aug 10 (Reuters) - Global drugmakers are expanding their U.S. footprint, pledging billions of dollars to ramp up manufacturing capacity and research in the country.
Pharmaceutical companies including Eli Lilly, Pfizer, AstraZeneca and Roche have announced roughly $500 billion in U.S. investments as they seek to strengthen infrastructure, mitigate supply-chain risks and reassure investors.
Pfizer
Pfizer reached a deal with President Donald Trump on September 30 to invest $70 billion in research and development and domestic manufacturing, and received a three-year grace period exempting its products from the pharmaceutical-targeted tariffs.
GSK
#pfizer #pharmaceutical #lilly
Pharmaceutical companies including Eli Lilly, Pfizer, AstraZeneca and Roche have announced roughly $500 billion in U.S. investments as they seek to strengthen infrastructure, mitigate supply-chain risks and reassure investors.
Pfizer
Pfizer reached a deal with President Donald Trump on September 30 to invest $70 billion in research and development and domestic manufacturing, and received a three-year grace period exempting its products from the pharmaceutical-targeted tariffs.
GSK
#pfizer #pharmaceutical #lilly
3 months ago
Fewer cargo theft reports did not mean smaller losses during the second quarter, according to Verisk CargoNet's ******* ysis. The intelligence network documented 677 incidents across the United States and Canada. That total fell 26% from Q2 2025. It also dropped 14% from the previous quarter.
Estimated cargo losses nevertheless climbed to $304.6 million during the three-month period. That figure more than doubled the $135.7 million reported during Q2 2025. The average reported commodity value reached $564,009. Several multimillion-dollar thefts involving metals and enterprise technology heavily influenced that average.
"Lower incident volume should not be mistaken for lower risk," Keith Lewis, Verisk CargoNet's vice president of operations, said. "The groups driving the largest losses are not necessarily trying to steal more freight; they are trying to identify the right shipment." Lewis pointed to metals and enterprise technology as areas attracting organized theft groups. Those shipments can offer major value and established resale opportunities.
Scott Cornell, EVP, Crime and Theft Specialist at SPG Cargo & Logistics and chair of TAPA Americas, discussed the results during a recent FreightWaves interview. He described the decrease as welcome news after years when theft activity stayed elevated. Cornell also urged the industry to avoid treating one quarter as proof of a broader shift. "It's not going to be a trend until we see it for maybe two or three quarters consecutively," Cornell said.
Cornell noted that cargo theft numbers have historically moved up and down. He said recent law-enforcement arrests could be contributing to the quarterly decrease. Those efforts included operations in New York, New Jersey, California and Canada, along with FBI and Homeland Security cases. Cornell called the results from law enforcement and private-sector cooperation encouraging.
#theft #lower
Estimated cargo losses nevertheless climbed to $304.6 million during the three-month period. That figure more than doubled the $135.7 million reported during Q2 2025. The average reported commodity value reached $564,009. Several multimillion-dollar thefts involving metals and enterprise technology heavily influenced that average.
"Lower incident volume should not be mistaken for lower risk," Keith Lewis, Verisk CargoNet's vice president of operations, said. "The groups driving the largest losses are not necessarily trying to steal more freight; they are trying to identify the right shipment." Lewis pointed to metals and enterprise technology as areas attracting organized theft groups. Those shipments can offer major value and established resale opportunities.
Scott Cornell, EVP, Crime and Theft Specialist at SPG Cargo & Logistics and chair of TAPA Americas, discussed the results during a recent FreightWaves interview. He described the decrease as welcome news after years when theft activity stayed elevated. Cornell also urged the industry to avoid treating one quarter as proof of a broader shift. "It's not going to be a trend until we see it for maybe two or three quarters consecutively," Cornell said.
Cornell noted that cargo theft numbers have historically moved up and down. He said recent law-enforcement arrests could be contributing to the quarterly decrease. Those efforts included operations in New York, New Jersey, California and Canada, along with FBI and Homeland Security cases. Cornell called the results from law enforcement and private-sector cooperation encouraging.
#theft #lower
3 months ago
The most-repeated objection to the AI buildout is that ******* ody can show the money coming back. It's something billionaire Mark Cuban explicitly said on the Bihe Big Tech Podcast, that "they'll never get it," with 'it' referring to the trillions of dollars spent on the AI buildout. He further classified it as "they're just sh*tting away that money." The billionaire has exclaimed repeatedly about the trillions being spent on the AI buildout.
Possibly the largest benefactor in the world of this trend, however, has a completely polar take on the subject. Nvidia (NVDA) CEO Jensen Huang was asked a version of this by Axios' Mike Allen: "When does the party stop? When does your finance team start to worry?" Instead of answering with a forecast, he answered with an invoice.
Jeff Bezos Says He's Selling $1 Billion In Amazon Stock Every Year to Fund Blue Origin — 'It's The Most Important Work I'm Doing'
Apple's New CEO Is Bringing a Familiar Face Back From Retirement. The Shift Is Happening.
Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and ******* eX Earnings on Tap
#trillions
Possibly the largest benefactor in the world of this trend, however, has a completely polar take on the subject. Nvidia (NVDA) CEO Jensen Huang was asked a version of this by Axios' Mike Allen: "When does the party stop? When does your finance team start to worry?" Instead of answering with a forecast, he answered with an invoice.
Jeff Bezos Says He's Selling $1 Billion In Amazon Stock Every Year to Fund Blue Origin — 'It's The Most Important Work I'm Doing'
Apple's New CEO Is Bringing a Familiar Face Back From Retirement. The Shift Is Happening.
Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and ******* eX Earnings on Tap
#trillions
3 months ago
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) said on August 3 that a North Korea-linked adversary injected a malicious dependency into at least 131 Mastra AI framework packages on npm (Node Package Manager). Microsoft Corporation (NASDAQ:MSFT) owns GitHub, which acquired npm in 2020 and operates the registry at the center of the attack chain.
This was a developer-supply-chain breach with unusually efficient distribution. Stolen maintainer credentials let the attacker publish poisoned Mastra versions tagged as the latest releases. The malicious easy-day-js dependency then ran during installation, exposing developer machines and build pipelines to credential theft and remote code execution. CrowdStrike found that 87% of identified software-registry threats in the first half of 2026 involved npm packages.
Image by Tawanda Razika from Pixabay
Microsoft's role cuts both ways. GitHub controls the registry infrastructure, and its advisory database powers npm audit, so repeated account takeovers increase the burden to harden publishing and dependency scanning. Yet Microsoft's own June 17 investigation identified more than 140 affected Mastra packages and detailed detections across Defender Antivirus, Defender for Endpoint and Defender XDR. The same incident that creates reputational risk for npm also gives Microsoft another reason to sell integrated security.
The more direct demand read-through belongs to CrowdStrike. Its fiscal Q1 2027 revenue grew 26% to $1.39 billion, while annual recurring revenue rose 24% to $5.51 billion. Hedge-fund ownership also increased to 79 portfolios at the end of Q1 2026 from 67 in Q4 2025, according to Insider Monkey's database. The valuation is the restraint: a roughly $190 billion market value equals about 32 times CrowdStrike's $5.91 billion to $5.96 billion fiscal-year revenue guidance. The business must sustain growth near the mid-20% range for that multiple to remain comfortable.
#NASDAQ
This was a developer-supply-chain breach with unusually efficient distribution. Stolen maintainer credentials let the attacker publish poisoned Mastra versions tagged as the latest releases. The malicious easy-day-js dependency then ran during installation, exposing developer machines and build pipelines to credential theft and remote code execution. CrowdStrike found that 87% of identified software-registry threats in the first half of 2026 involved npm packages.
Image by Tawanda Razika from Pixabay
Microsoft's role cuts both ways. GitHub controls the registry infrastructure, and its advisory database powers npm audit, so repeated account takeovers increase the burden to harden publishing and dependency scanning. Yet Microsoft's own June 17 investigation identified more than 140 affected Mastra packages and detailed detections across Defender Antivirus, Defender for Endpoint and Defender XDR. The same incident that creates reputational risk for npm also gives Microsoft another reason to sell integrated security.
The more direct demand read-through belongs to CrowdStrike. Its fiscal Q1 2027 revenue grew 26% to $1.39 billion, while annual recurring revenue rose 24% to $5.51 billion. Hedge-fund ownership also increased to 79 portfolios at the end of Q1 2026 from 67 in Q4 2025, according to Insider Monkey's database. The valuation is the restraint: a roughly $190 billion market value equals about 32 times CrowdStrike's $5.91 billion to $5.96 billion fiscal-year revenue guidance. The business must sustain growth near the mid-20% range for that multiple to remain comfortable.
#NASDAQ
3 months ago
Should you prioritize a global travel ****** an or a fast-growing restaurant disruptor? Deciding between Booking (NASDAQ:BKNG) and CAVA Group (NYSE:CAVA) requires weighing mature cash flows against aggressive retail expansion.
Booking is a leader in the digital travel ****** e, providing a massive platform for hotels and flights. CAVA is a rising star in the fast-casual dining world, often compared to early-stage winners in the restaurant industry. Both companies are vying for consumer dollars, but they offer very different risk-and-reward profiles for investors today.
Booking operates a massive network of travel brands, including its namesake site, Priceline, and Agoda. The company connects travelers to roughly 4.5 million properties across more than 220 countries and territories. A key recent strategy involves a partnership with The Trade Desk to monetize its deep pool of traveler data through targeted advertising.
Financial performance remains robust in the travel and tourism stocks sector. In 2025, revenue reached nearly $26.9 billion, representing a 13.4% increase over the previous year. The company reported net income of nearly $5.4 billion, resulting in a healthy net margin of approximately 20%.
As of its December 2025 balance sheet, the debt-to-equity ratio is roughly -3.5x, which means total liabilities exceed total ****** ets. The current ratio, which measures the ability to pay short-term debts with current ****** ets, is approximately 1.3x. Free cash flow, or the cash left after capital expenditures, was approximately $9.1 billion in 2025.
#billion #approximately
Booking is a leader in the digital travel ****** e, providing a massive platform for hotels and flights. CAVA is a rising star in the fast-casual dining world, often compared to early-stage winners in the restaurant industry. Both companies are vying for consumer dollars, but they offer very different risk-and-reward profiles for investors today.
Booking operates a massive network of travel brands, including its namesake site, Priceline, and Agoda. The company connects travelers to roughly 4.5 million properties across more than 220 countries and territories. A key recent strategy involves a partnership with The Trade Desk to monetize its deep pool of traveler data through targeted advertising.
Financial performance remains robust in the travel and tourism stocks sector. In 2025, revenue reached nearly $26.9 billion, representing a 13.4% increase over the previous year. The company reported net income of nearly $5.4 billion, resulting in a healthy net margin of approximately 20%.
As of its December 2025 balance sheet, the debt-to-equity ratio is roughly -3.5x, which means total liabilities exceed total ****** ets. The current ratio, which measures the ability to pay short-term debts with current ****** ets, is approximately 1.3x. Free cash flow, or the cash left after capital expenditures, was approximately $9.1 billion in 2025.
#billion #approximately
3 months ago
Earning the **** le of Dividend King puts you in elite company, as not every company has the financial stability to have increased its dividend payouts for 50 or more consecutive years. Some companies in that class are household names, like Coca-Cola and Walmart.
Enbridge (NYSE: ENB) isn't a household name, nor is it a Dividend King. But with 31 years of consecutive dividend hikes, it's on the path to becoming one, making it a name for investors seeking income to familiarize themselves with.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Energy companies are sometimes overlooked as income investments, as stocks in the sector can be known for volatile price swings tied to commodity prices. That said, that's still a broad categorization of energy stocks.
Enbridge's all-of-the-above approach offsets some of the risk of being singularly focused on one energy solution through its broader portfolio. It also locks in long-term contracts, which helps it avoid commodity price swings.
#energy #years #king
Enbridge (NYSE: ENB) isn't a household name, nor is it a Dividend King. But with 31 years of consecutive dividend hikes, it's on the path to becoming one, making it a name for investors seeking income to familiarize themselves with.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Energy companies are sometimes overlooked as income investments, as stocks in the sector can be known for volatile price swings tied to commodity prices. That said, that's still a broad categorization of energy stocks.
Enbridge's all-of-the-above approach offsets some of the risk of being singularly focused on one energy solution through its broader portfolio. It also locks in long-term contracts, which helps it avoid commodity price swings.
#energy #years #king
