27 days ago
A Medicaid divorce lets the at-home spouse keep the house and up to $162,660 while Medicaid covers the nursing home's $9,277 monthly bill.
The strategy requires a real court-ordered divorce, since Medicaid's five-year look-back treats uneven transfers as gifts and penalizes them.
Before filing, families should exhaust spousal refusal, Medicaid-compliant annuities, and exempt-asset conversions, since a divorce strips survivor benefits and medical decision rights.
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A Medicaid divorce, involves a long-married couple legally ending their marriage as part of a long-term care strategy. He enters a nursing home that Medicaid may cover, while she keeps the house and a larger share of their savings to protect her retirement. It's a real but uncommon strategy. State laws may vary, and many attorneys consider it a last resort.
#medicaid #real #since #stocks
The strategy requires a real court-ordered divorce, since Medicaid's five-year look-back treats uneven transfers as gifts and penalizes them.
Before filing, families should exhaust spousal refusal, Medicaid-compliant annuities, and exempt-asset conversions, since a divorce strips survivor benefits and medical decision rights.
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A Medicaid divorce, involves a long-married couple legally ending their marriage as part of a long-term care strategy. He enters a nursing home that Medicaid may cover, while she keeps the house and a larger share of their savings to protect her retirement. It's a real but uncommon strategy. State laws may vary, and many attorneys consider it a last resort.
#medicaid #real #since #stocks
2 months ago
A 22-year-old man who dropped out of school in the eighth grade pleaded guilty on Sept. 8 to helping steal more than $245 million in cryptocurrency after teaming up with friends.
According to the ******* ociated Press, Malone Lam used proceeds from the theft to buy luxury cars, rent Miami mansions and spend millions at nightclubs. One night at a Los Angeles club, he reportedly spent $569,000.
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
#angeles
According to the ******* ociated Press, Malone Lam used proceeds from the theft to buy luxury cars, rent Miami mansions and spend millions at nightclubs. One night at a Los Angeles club, he reportedly spent $569,000.
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
#angeles
2 months ago
Vale S.A. (NYSE:VALE) is considering making its debut in China's domestic bond market as soon as this year, with CFO Marcelo Bacci saying the company is preparing for a potential Panda bond issuance. The move would be strategically significant because China accounts for roughly half of Vale's revenue, making renminbi financing a natural extension of its relationship with its largest market. Bloomberg reported that Vale is still ****** sing the market, including whether it can obtain a maturity longer than the typical two-, three-, or five-year terms available to international issuers.
The timing is also favorable for Vale because China's Panda bond market is expanding rapidly. Reuters reported that foreign issuers have increasingly turned to Asian bond markets to diversify funding sources, while Chinese yuan bond issuance has reached record levels in 2026. For Vale S.A. (NYSE:VALE), the potential transaction therefore looks less like a necessity for raising capital and more like an effort to diversify its investor base, potentially lower funding costs, and build a longer-term financing relationship with Chinese investors.
The strongest bullish argument is that Vale S.A. (NYSE:VALE) could potentially lower and diversify its cost of capital by accessing a large pool of Chinese investors at a time when renminbi funding remains relatively inexpensive. Reuters noted that Chinese onshore and offshore yuan bond markets have experienced record issuance this year, with foreign borrowers increasingly using these markets to diversify away from traditional funding currencies. If Vale can achieve competitive pricing, a Panda bond could provide an additional funding channel alongside its established dollar financing, reducing its dependence on a single market.
The move could also create a better natural match between Vale's revenues and its financing currency. Because China represents approximately half of Vale's revenue, raising at least some debt in renminbi could provide a degree of currency alignment with its Chinese business exposure. More importantly, establishing itself as a repeat issuer could strengthen Vale's relationships with Chinese banks and institutional investors, potentially giving it access to another source of capital when global dollar markets become less attractive.
There is also a broader strategic benefit. China is actively expanding the Panda bond market and encouraging international companies to use it. Official Chinese data showed that more than 160 billion yuan of Panda bonds were issued during the first half of 2026, up 69% year over year, demonstrating that the market is becoming more established and liquid. Vale entering this market could therefore position the company early in a growing financing ecosystem rather than waiting until it becomes more crowded.
#chinese #bond #panda #China
The timing is also favorable for Vale because China's Panda bond market is expanding rapidly. Reuters reported that foreign issuers have increasingly turned to Asian bond markets to diversify funding sources, while Chinese yuan bond issuance has reached record levels in 2026. For Vale S.A. (NYSE:VALE), the potential transaction therefore looks less like a necessity for raising capital and more like an effort to diversify its investor base, potentially lower funding costs, and build a longer-term financing relationship with Chinese investors.
The strongest bullish argument is that Vale S.A. (NYSE:VALE) could potentially lower and diversify its cost of capital by accessing a large pool of Chinese investors at a time when renminbi funding remains relatively inexpensive. Reuters noted that Chinese onshore and offshore yuan bond markets have experienced record issuance this year, with foreign borrowers increasingly using these markets to diversify away from traditional funding currencies. If Vale can achieve competitive pricing, a Panda bond could provide an additional funding channel alongside its established dollar financing, reducing its dependence on a single market.
The move could also create a better natural match between Vale's revenues and its financing currency. Because China represents approximately half of Vale's revenue, raising at least some debt in renminbi could provide a degree of currency alignment with its Chinese business exposure. More importantly, establishing itself as a repeat issuer could strengthen Vale's relationships with Chinese banks and institutional investors, potentially giving it access to another source of capital when global dollar markets become less attractive.
There is also a broader strategic benefit. China is actively expanding the Panda bond market and encouraging international companies to use it. Official Chinese data showed that more than 160 billion yuan of Panda bonds were issued during the first half of 2026, up 69% year over year, demonstrating that the market is becoming more established and liquid. Vale entering this market could therefore position the company early in a growing financing ecosystem rather than waiting until it becomes more crowded.
#chinese #bond #panda #China
2 months ago
META trades well below its 52-week high, but AI-driven ad conversions rising 16% and 89 bullish **** yst ratings support a $790 price target.
META's forward P/E of ~15 undercuts Alphabet and Amazon at 17 and 22 respectively, yet META's 28% ad revenue growth outpaces Alphabet's 24%.
Meta's CapEx guidance of between $130 billion and $145 billion crushed Q2 free cash flow to $784 million, down from $8.6 billion a year earlier.
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Meta (NASDAQ:META) has spent 2026 climbing out of a hole. The stock is down 12.2% year to date and down 21.43% over the past year, but Mark Zuckerberg's Q2 message was unambiguous: "AI is accelerating our core business today, powering our next generation of products, and opening the door to entirely new enterprise opportunities."
#meta #down #alphabet #amazon
META's forward P/E of ~15 undercuts Alphabet and Amazon at 17 and 22 respectively, yet META's 28% ad revenue growth outpaces Alphabet's 24%.
Meta's CapEx guidance of between $130 billion and $145 billion crushed Q2 free cash flow to $784 million, down from $8.6 billion a year earlier.
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.
Meta (NASDAQ:META) has spent 2026 climbing out of a hole. The stock is down 12.2% year to date and down 21.43% over the past year, but Mark Zuckerberg's Q2 message was unambiguous: "AI is accelerating our core business today, powering our next generation of products, and opening the door to entirely new enterprise opportunities."
#meta #down #alphabet #amazon
2 months ago
Shares of Dell Technologies Inc (NASDAQ:DELL) climbed more than 10% Wednesday after the company posted broad-based earnings strength and raised its full-year guidance well above expectations, driven by surging demand for AI servers.
Fiscal second-quarter revenue was $47 billion, up 58% year over year, beating the $46 billion consensus estimate. The company guided full-year revenue to $192 billion, up from a prior outlook of $167 billion.
Bank of America reiterated its Buy rating and raised its price objective to $600 from $505, citing Dell's position as a beneficiary of agentic AI adoption across NeoClouds, sovereign, enterprise and edge computing.
BofA said demand continues to outpace supply by roughly 30% in fiscal 2027, with an even larger gap expected in fiscal 2028, creating a favorable pricing environment.
Dell's AI server business was a standout, with revenue, orders and backlog all coming in well above BofA's estimates. AI server revenue reached $16.4 billion, orders totaled $60.9 billion and backlog nearly doubled quarter over quarter to $95 billion. Dell raised its fiscal 2027 AI server revenue guidance by $14 billion to $74 billion.
#dell #year #quarter
Fiscal second-quarter revenue was $47 billion, up 58% year over year, beating the $46 billion consensus estimate. The company guided full-year revenue to $192 billion, up from a prior outlook of $167 billion.
Bank of America reiterated its Buy rating and raised its price objective to $600 from $505, citing Dell's position as a beneficiary of agentic AI adoption across NeoClouds, sovereign, enterprise and edge computing.
BofA said demand continues to outpace supply by roughly 30% in fiscal 2027, with an even larger gap expected in fiscal 2028, creating a favorable pricing environment.
Dell's AI server business was a standout, with revenue, orders and backlog all coming in well above BofA's estimates. AI server revenue reached $16.4 billion, orders totaled $60.9 billion and backlog nearly doubled quarter over quarter to $95 billion. Dell raised its fiscal 2027 AI server revenue guidance by $14 billion to $74 billion.
#dell #year #quarter
2 months ago
On August 17, satellite communications giant Viasat, Inc. (NASDAQ:VSAT) selected launch and ****** e systems provider Rocket Lab Corporation (NASDAQ:RKLB) to build the ****** ecraft bus for the U.S. ****** e Force's Protected Tactical SATCOM-Global (PTS-G) program. Under the initial "Swarm 1" production award, a $218.8 million prime contract won by Viasat in May, Rocket Lab will supply a geosynchronous configuration of its Lightning ****** ecraft platform (Lightning-GEO) to host Viasat's dual-band X/Ka-band anti-jamming payload. Stifel ****** yst Erik Rasmussen maintained a Buy rating on Rocket Lab following the news, citing a "meaningful share" of the award for Rocket Lab that presents a high eight-figure revenue opportunity and positions the company well for follow-on contracts.
Viasat and Rocket Lab present two fundamentally different financial profiles, with Viasat emphasizing scale and improving cash flow while Rocket Lab delivers significantly faster growth. Viasat, Inc. (NASDAQ:VSAT) generated approximately $1.2 billion in Q1 FY2027 revenue, down 1% year over year, primarily reflecting a 4% decline in its Defense and Advanced Technology segment while Communications Services remained flat. Its net loss narrowed to $52 million from $56 million in Q1 FY2026, helped by lower interest expenses following debt repayment. Adjusted EBITDA declined 7% year over year to $381 million, while free cash flow increased 19% to $72 million, excluding non-recurring items. This improvement helped reduce net leverage to 3.2x, down 0.4x, while quarterly awards increased 10% year over year to $1.3 billion.
Rocket Lab Corporation (NASDAQ:RKLB), meanwhile, posted record Q2 2026 revenue of $234.1 million, up 62% year over year, driven by rapid expansion in its ****** e Systems business. Although the company recorded a GAAP net loss of $49.25 million, gross profit increased to $84.57 million, while backlog surged 137% year over year to $2.36 billion. Cash reserves also climbed to $2.13 billion following an ATM equity offering. While Viasat generates roughly five times the revenue and stronger operating cash flow, Rocket Lab is growing at a much faster pace, rapidly scaling its high-margin ****** e Systems business alongside launch services.
Viasat's bull case is supported by strong cash flow generation, with $72 million in free cash flow, and a multi-billion-dollar backlog that provides visibility for continued debt reduction. Its ****** e Force PTS-G win also reinforces the strength of its defense business and could support future growth. However, the bear case centers on declining top-line growth, with revenue down 1% year over year. Heavy capital expenditures on satellite constellations, combined with existing leverage constraints, could limit the company's ability to respond quickly to changing market conditions.
#viasat #space #cash
Viasat and Rocket Lab present two fundamentally different financial profiles, with Viasat emphasizing scale and improving cash flow while Rocket Lab delivers significantly faster growth. Viasat, Inc. (NASDAQ:VSAT) generated approximately $1.2 billion in Q1 FY2027 revenue, down 1% year over year, primarily reflecting a 4% decline in its Defense and Advanced Technology segment while Communications Services remained flat. Its net loss narrowed to $52 million from $56 million in Q1 FY2026, helped by lower interest expenses following debt repayment. Adjusted EBITDA declined 7% year over year to $381 million, while free cash flow increased 19% to $72 million, excluding non-recurring items. This improvement helped reduce net leverage to 3.2x, down 0.4x, while quarterly awards increased 10% year over year to $1.3 billion.
Rocket Lab Corporation (NASDAQ:RKLB), meanwhile, posted record Q2 2026 revenue of $234.1 million, up 62% year over year, driven by rapid expansion in its ****** e Systems business. Although the company recorded a GAAP net loss of $49.25 million, gross profit increased to $84.57 million, while backlog surged 137% year over year to $2.36 billion. Cash reserves also climbed to $2.13 billion following an ATM equity offering. While Viasat generates roughly five times the revenue and stronger operating cash flow, Rocket Lab is growing at a much faster pace, rapidly scaling its high-margin ****** e Systems business alongside launch services.
Viasat's bull case is supported by strong cash flow generation, with $72 million in free cash flow, and a multi-billion-dollar backlog that provides visibility for continued debt reduction. Its ****** e Force PTS-G win also reinforces the strength of its defense business and could support future growth. However, the bear case centers on declining top-line growth, with revenue down 1% year over year. Heavy capital expenditures on satellite constellations, combined with existing leverage constraints, could limit the company's ability to respond quickly to changing market conditions.
#viasat #space #cash
2 months ago
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its "Global Growth Strategy." The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around AI infrastructure drove markets, with semiconductor, memory, and hardware stocks accounting for much of the gain. Although the portfolio owned AI beneficiaries, broader holdings lagged despite fundamentals, as median revenue and EPS growth reached 12% and 14% and more than 60% of the holdings beat expectations. SGA believes valuation compression reflects sentiment rather than weaker business quality, leaving the portfolio near its widest discount to the market since inception. The firm continues to favor durable compounders and expects 16% revenue growth and 20% earnings growth over three years. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, SGA Global Growth Strategy highlighted Intuit Inc. (NASDAQ:INTU). Intuit Inc. (NASDAQ:INTU) provides financial management, payments and capital, compliance, and marketing products and services. On August 21, 2026, Intuit Inc. (NASDAQ:INTU) closed at $367.00 per share. The one-month return of Intuit Inc. (NASDAQ:INTU) was 20.76%, and its shares lost 44.14% over the past 52 weeks. Intuit Inc. (NASDAQ:INTU) has a market capitalization of $100.4 billion.
SGA Global Growth Strategy stated the following regarding Intuit Inc. (NASDAQ:INTU) in its Q2 2026 investor letter:
"We liquidated our position in Intuit Inc. (NASDAQ:INTU) during the quarter. Following the company's fiscal third quarter results, we became increasingly concerned with the DIY Tax weakness, continued deterioration in Mailchimp, and reduced visibility on the timing of any growth reacceleration, as well as management's ability to execute in a challenging environment. As a result, we exited the position and reallocated the capital to a new position in Arista Networks.
Intuit was a detractor from performance during the quarter. The company reported fiscal third quarter results that included a modest revenue beat and a full-year guidance increase, though results were overshadowed by weaker than expected Consumer Tax performance. TurboTax revenue grew 7%, below guidance, with notable weakness in the DIY segment. Management cited pressure among lower income, price sensitive filers and a contraction in total IRS filers of roughly 30 basis points. Despite double-digit revenue growth and ongoing margin expansion above 40%, we became increasingly concerned with the DIY Tax weakness, continued deterioration in Mailchimp, and reduced visibility on the timing of any growth reacceleration, as well as management's ability to execute in a challenging environment. Given these factors, we chose to exit the position and
In its second-quarter 2026 investor letter, SGA Global Growth Strategy highlighted Intuit Inc. (NASDAQ:INTU). Intuit Inc. (NASDAQ:INTU) provides financial management, payments and capital, compliance, and marketing products and services. On August 21, 2026, Intuit Inc. (NASDAQ:INTU) closed at $367.00 per share. The one-month return of Intuit Inc. (NASDAQ:INTU) was 20.76%, and its shares lost 44.14% over the past 52 weeks. Intuit Inc. (NASDAQ:INTU) has a market capitalization of $100.4 billion.
SGA Global Growth Strategy stated the following regarding Intuit Inc. (NASDAQ:INTU) in its Q2 2026 investor letter:
"We liquidated our position in Intuit Inc. (NASDAQ:INTU) during the quarter. Following the company's fiscal third quarter results, we became increasingly concerned with the DIY Tax weakness, continued deterioration in Mailchimp, and reduced visibility on the timing of any growth reacceleration, as well as management's ability to execute in a challenging environment. As a result, we exited the position and reallocated the capital to a new position in Arista Networks.
Intuit was a detractor from performance during the quarter. The company reported fiscal third quarter results that included a modest revenue beat and a full-year guidance increase, though results were overshadowed by weaker than expected Consumer Tax performance. TurboTax revenue grew 7%, below guidance, with notable weakness in the DIY segment. Management cited pressure among lower income, price sensitive filers and a contraction in total IRS filers of roughly 30 basis points. Despite double-digit revenue growth and ongoing margin expansion above 40%, we became increasingly concerned with the DIY Tax weakness, continued deterioration in Mailchimp, and reduced visibility on the timing of any growth reacceleration, as well as management's ability to execute in a challenging environment. Given these factors, we chose to exit the position and
2 months ago
The market left Microsoft (NASDAQ: MSFT) for dead earlier this year.
In June, shares of the tech giant were trading down 30% from their all-time highs, and over the last three years, the stock's performance has lagged the S&P 500, which has grown 76.4% to Microsoft's 53%.
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 »
But that could be changing. After a stellar earnings report, Microsoft's stock popped. And ******* ysts at J.P. Morgan think there's more growth in store, raising their 2027 price target for Microsoft's stock from $550 per share to $625 per share. That's a 30% premium to its current price of about $480.
Could Microsoft's share really double in value, reaching $960 per share by 2030?
#signal #down
In June, shares of the tech giant were trading down 30% from their all-time highs, and over the last three years, the stock's performance has lagged the S&P 500, which has grown 76.4% to Microsoft's 53%.
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 »
But that could be changing. After a stellar earnings report, Microsoft's stock popped. And ******* ysts at J.P. Morgan think there's more growth in store, raising their 2027 price target for Microsoft's stock from $550 per share to $625 per share. That's a 30% premium to its current price of about $480.
Could Microsoft's share really double in value, reaching $960 per share by 2030?
#signal #down
2 months ago
Private credit is entering a more challenging phase as non-accruals and other signs of borrower distress rise.
The industry has enjoyed years of strong growth, supported by expanding **** ets under management, robust investment activity and attractive returns for investors. But the credit cycle is turning. The latest LCD data suggest that rising borrower distress is becoming a more meaningful feature of the market.
In this report, LCD examines non-accrual exposure (see Footnote 1) across the BDC market, beginning with a quick update on Q2 figures from the ten largest publicly traded BDCs, followed by a comprehensive **** ysis of non-accrual exposure across all registered US-based BDCs over the past three years, covering 213 distinct BDCs managed by 109 managers, representing an aggregate debt portfolio of $516 billion as of Q1 2026.
Key Takeaways
Reported non-accrual debt rose to 1.9% of total debt at cost in Q1, up 52 bps from the prior quarter.
#accrual #borrower #distress #across
The industry has enjoyed years of strong growth, supported by expanding **** ets under management, robust investment activity and attractive returns for investors. But the credit cycle is turning. The latest LCD data suggest that rising borrower distress is becoming a more meaningful feature of the market.
In this report, LCD examines non-accrual exposure (see Footnote 1) across the BDC market, beginning with a quick update on Q2 figures from the ten largest publicly traded BDCs, followed by a comprehensive **** ysis of non-accrual exposure across all registered US-based BDCs over the past three years, covering 213 distinct BDCs managed by 109 managers, representing an aggregate debt portfolio of $516 billion as of Q1 2026.
Key Takeaways
Reported non-accrual debt rose to 1.9% of total debt at cost in Q1, up 52 bps from the prior quarter.
#accrual #borrower #distress #across
3 months ago
The EU's Packaging and Packaging Waste Regulation is creating a more consistent framework, but small businesses selling across borders still face national EPR systems, registration and reporting requirements.
The EU's new packaging regime is intended to make rules more consistent across the single market. For small businesses selling products across borders, however, a common regulatory framework does not necessarily mean a common compliance process.
Regulation (EU) 2025/40, known as the Packaging and Packaging Waste Regulation (PPWR), entered into force on 11 February 2025 and generally applies from 12 August 2026. It covers packaging and packaging waste regardless of material or origin, with requirements covering packaging design, composition, reuse, recycling and waste management.
The regulation aims to reduce packaging waste and its environmental and health impacts while improving the functioning of the EU internal market.
Yet one important part of the system – extended producer responsibility (EPR) – continues to rely on national registers and arrangements.
#regulation #small
The EU's new packaging regime is intended to make rules more consistent across the single market. For small businesses selling products across borders, however, a common regulatory framework does not necessarily mean a common compliance process.
Regulation (EU) 2025/40, known as the Packaging and Packaging Waste Regulation (PPWR), entered into force on 11 February 2025 and generally applies from 12 August 2026. It covers packaging and packaging waste regardless of material or origin, with requirements covering packaging design, composition, reuse, recycling and waste management.
The regulation aims to reduce packaging waste and its environmental and health impacts while improving the functioning of the EU internal market.
Yet one important part of the system – extended producer responsibility (EPR) – continues to rely on national registers and arrangements.
#regulation #small
3 months ago
Kansas City, Missouri-based Evergy, Inc. (EVRG), generates, transmits, distributes, and sells electricity. Valued at $19.2 billion by market cap, the company generates electricity through coal, landfill gas, uranium, and natural gas and oil sources, as well as solar, wind, other renewable sources.
Shares of this utility company have underperformed the broader market over the past year. EVRG has gained 14.4% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 22.4%. However, in 2026, EVRG stock is up 15%, surpassing the SPX's 13.3% rise on a YTD basis.
What Was Driving Markets Early Monday Morning?
Vistra Corp (VST) Stock's Underperformance Could Open Up a Contrarian Options Trade
The Biggest AI Power Opportunity May Be Hiding in Constellation Energy
#sources #broader #kansas
Shares of this utility company have underperformed the broader market over the past year. EVRG has gained 14.4% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 22.4%. However, in 2026, EVRG stock is up 15%, surpassing the SPX's 13.3% rise on a YTD basis.
What Was Driving Markets Early Monday Morning?
Vistra Corp (VST) Stock's Underperformance Could Open Up a Contrarian Options Trade
The Biggest AI Power Opportunity May Be Hiding in Constellation Energy
#sources #broader #kansas
3 months ago
September Nasdaq 100 E-Mini futures (NQU26) are up +0.67% this morning, signaling further gains for tech stocks as blockbuster earnings from Palantir Technologies boosted sentiment.
Palantir Technologies (PLTR) jumped over +16% in pre-market trading after the technology company reported blowout Q2 results and raised its full-year revenue and income forecasts. The stronger guidance helped ease investors' concerns that Palantir's business could be hurt by AI developers such as Anthropic selling their own software and by governments outside the U.S. increasingly partnering with domestic tech firms.
General Motors vs. Ford: 1 Auto Giant Is Winning the EV Race
1 ***** anese Company Just Waved a Red Flag for Micron Stock. How to Play It Here.
Billionaire Ken Griffin Just Saved Situational Awareness, But Here's What a Rescue Call From Citadel Really Sounds Like — 'I… Heard the Grim Reaper's Scythe'
#september #nqu26 #anthropic
Palantir Technologies (PLTR) jumped over +16% in pre-market trading after the technology company reported blowout Q2 results and raised its full-year revenue and income forecasts. The stronger guidance helped ease investors' concerns that Palantir's business could be hurt by AI developers such as Anthropic selling their own software and by governments outside the U.S. increasingly partnering with domestic tech firms.
General Motors vs. Ford: 1 Auto Giant Is Winning the EV Race
1 ***** anese Company Just Waved a Red Flag for Micron Stock. How to Play It Here.
Billionaire Ken Griffin Just Saved Situational Awareness, But Here's What a Rescue Call From Citadel Really Sounds Like — 'I… Heard the Grim Reaper's Scythe'
#september #nqu26 #anthropic
3 months ago
JEPQ's Nasdaq-100 volatility fuels a 7% yield and 17% one-year gain, roughly doubling JEPI's 8% return for income investors accepting AI concentration risk.
At 4.69%, the 10-year Treasury pressures income ETFs, but JEPI's low-beta S&P 500 sleeve could outperform SPY if mega-cap tech leadership rotates.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Income investors comparing JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) and JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) are looking at the two largest actively managed ETFs in the country. Both use the same JPMorgan playbook: hold a defensive equity sleeve, generate extra cash through equity-linked notes that mimic an out-of-the-money covered call, and pay it out monthly. The mechanics rhyme, but the underlying exposure differs.
One fund leans on the S&P 500 with a low-volatility tilt. The other rides a Nasdaq-100 sleeve where implied volatility is structurally higher, feeding fatter option premiums into the monthly distribution. That single design difference is what makes the JEPI versus JEPQ debate meaningful for the back half of 2026.
#volatility
At 4.69%, the 10-year Treasury pressures income ETFs, but JEPI's low-beta S&P 500 sleeve could outperform SPY if mega-cap tech leadership rotates.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Income investors comparing JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) and JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) are looking at the two largest actively managed ETFs in the country. Both use the same JPMorgan playbook: hold a defensive equity sleeve, generate extra cash through equity-linked notes that mimic an out-of-the-money covered call, and pay it out monthly. The mechanics rhyme, but the underlying exposure differs.
One fund leans on the S&P 500 with a low-volatility tilt. The other rides a Nasdaq-100 sleeve where implied volatility is structurally higher, feeding fatter option premiums into the monthly distribution. That single design difference is what makes the JEPI versus JEPQ debate meaningful for the back half of 2026.
#volatility
3 months ago
The global spirits sector is undergoing a phase of aggressive structural consolidation, as evidenced by Sazerac Company's ambitious bid to merge with Brown-Forman Corporation (NYSE:BF-B). In an updated proposal letter to Class A shareholders dated July 24, Sazerac restated its all-cash bid of $32 per share for all outstanding Class A and Class B common shares. The proposal, which came with a full 13-page white paper, outlined a transformative financial case that would create a global beverage ****** an second only to Diageo in total annual revenue. The combined company is expected to generate more than $12 billion in revenue in 2026, as well as over $3 billion in EBITDA with an EBITDA margin of more than 30%.
Sazerac's operational strategy includes a broad "U.S. Margin Architecture Reset," which involves transferring Brown-Forman's premium portfolio, anchored on Jack Daniel's and Woodford Reserve, to Sazerac's high-efficiency domestic route-to-market (RTM) network. Internationally, the combined company would reverse this approach by integrating Sazerac's developing brand portfolio into Brown-Forman's existing global distribution footprint. According to Forbes, the white paper adopts a targeted "going deep, not broad" international strategy, naming the United Kingdom, India, and Australia as main acceleration markets where Brown-Forman's current route-to-market infrastructure might enable rapid geographic development for Sazerac's spirit portfolio.
Despite the strategic logic of Sazerac's plan, the acquisition attempt has run into an immovable corporate governance wall. Brown-Forman's controlling voting block, Wolf Pen Branch LP, which includes members of the Brown Family, made a decisive joint statement rejecting the revised plan as "not actionable". Since the Brown family owns more than 50% of the Class A voting stock, no change-of-control transaction can take place without their specific approval.
This refusal marks Brown-Forman's second high-profile M&A deadlock in 2026. Earlier this year, Brown-Forman Corporation (NYSE:BF-B) formally began exploratory merger talks with French liquor company Pernod Ricard. These talks were officially discontinued on April 28 when the parties were unable to establish mutually acceptable conditions, setting the stage for Sazerac's initial unsolicited bid on May 1.
The rejection of a $32 per share cash offer demonstrates a significant value gap in Brown-Forman's stock price. The company trades at around $28 per share and has a forward price-to-earnings ratio of about 16.8x, near the low end of its historical range and a notable discount to its 10-year historical average forward multiple of around 30x. Industry-wide destocking, lower global spirits consumption, and continuing input cost inflation have all negatively impacted Brown-Forman's near-term operating performance, reducing the company's market capitalization to around $13 billion. Sazerac's $32 cash bid suggests a price closer to 21x projected earnings
Sazerac's operational strategy includes a broad "U.S. Margin Architecture Reset," which involves transferring Brown-Forman's premium portfolio, anchored on Jack Daniel's and Woodford Reserve, to Sazerac's high-efficiency domestic route-to-market (RTM) network. Internationally, the combined company would reverse this approach by integrating Sazerac's developing brand portfolio into Brown-Forman's existing global distribution footprint. According to Forbes, the white paper adopts a targeted "going deep, not broad" international strategy, naming the United Kingdom, India, and Australia as main acceleration markets where Brown-Forman's current route-to-market infrastructure might enable rapid geographic development for Sazerac's spirit portfolio.
Despite the strategic logic of Sazerac's plan, the acquisition attempt has run into an immovable corporate governance wall. Brown-Forman's controlling voting block, Wolf Pen Branch LP, which includes members of the Brown Family, made a decisive joint statement rejecting the revised plan as "not actionable". Since the Brown family owns more than 50% of the Class A voting stock, no change-of-control transaction can take place without their specific approval.
This refusal marks Brown-Forman's second high-profile M&A deadlock in 2026. Earlier this year, Brown-Forman Corporation (NYSE:BF-B) formally began exploratory merger talks with French liquor company Pernod Ricard. These talks were officially discontinued on April 28 when the parties were unable to establish mutually acceptable conditions, setting the stage for Sazerac's initial unsolicited bid on May 1.
The rejection of a $32 per share cash offer demonstrates a significant value gap in Brown-Forman's stock price. The company trades at around $28 per share and has a forward price-to-earnings ratio of about 16.8x, near the low end of its historical range and a notable discount to its 10-year historical average forward multiple of around 30x. Industry-wide destocking, lower global spirits consumption, and continuing input cost inflation have all negatively impacted Brown-Forman's near-term operating performance, reducing the company's market capitalization to around $13 billion. Sazerac's $32 cash bid suggests a price closer to 21x projected earnings
3 months ago
This article was originally published on ETFTrends.com.
The Q2 earnings season is still in its early days, but it's already handing us a reality check: growth is broadening out. These conditions are putting one tried-and-tested segment of smart beta ETFs, the equal-weighted strategies, into sharp focus. And investors are taking notice.
Earnings growth is broadening, with S&P 500 on track for a strong 24% YoY earning expansion in Q2.
The "S&P 493" catch-up is gaining momentum with ******* ysts expecting these stocks to outpace the Mag 7 in Q2.
Equal-weighted ETFs are standing out as a way to mitigate tech/AI concentration risk and capture gains across broader market leaders.
#etfs #Growth #weighted #originally
The Q2 earnings season is still in its early days, but it's already handing us a reality check: growth is broadening out. These conditions are putting one tried-and-tested segment of smart beta ETFs, the equal-weighted strategies, into sharp focus. And investors are taking notice.
Earnings growth is broadening, with S&P 500 on track for a strong 24% YoY earning expansion in Q2.
The "S&P 493" catch-up is gaining momentum with ******* ysts expecting these stocks to outpace the Mag 7 in Q2.
Equal-weighted ETFs are standing out as a way to mitigate tech/AI concentration risk and capture gains across broader market leaders.
#etfs #Growth #weighted #originally
3 months ago
Cryptocurrency exchange Coinbase Global (NASDAQ: $COIN) has big plans for the Canadian marketplace.
Eric Richmond, CEO of Coinbase Canada, said in an interview that the company wants to look beyond crypto trading and build a platform where Canadians have all their ******* ets in one place.
The priority is to bring what Coinbase calls the "Everything Exchange" to the Canadian marketplace.
More From Cryptoprowl:
Hyperliquid HIP-3 Volume Nears 50% as Onchain Stock Trading Accelerates
#canadian #marketplace #global #coin
Eric Richmond, CEO of Coinbase Canada, said in an interview that the company wants to look beyond crypto trading and build a platform where Canadians have all their ******* ets in one place.
The priority is to bring what Coinbase calls the "Everything Exchange" to the Canadian marketplace.
More From Cryptoprowl:
Hyperliquid HIP-3 Volume Nears 50% as Onchain Stock Trading Accelerates
#canadian #marketplace #global #coin
3 months ago
This article was originally published on ETFTrends.com.
The municipal bond landscape continues to receive significant interest in both flows and supply. That, and investors looking to get muni bonds exposure for tax purposes in portfolios, positions them for serious ETF interest. American Century Investments Vice President and senior portfolio manager, Joe Gotelli recently spoke with VettaFi on his views on the muni bonds market right now.
Gotelli identified the belly of the muni bond curve as a place for real opportunities.
He ****** erted that front end richness and rising Treasury yields as risk areas to watch.
American Century Investments provides muni exposure via ETFs like TAXF and CATF.
#muni #century
The municipal bond landscape continues to receive significant interest in both flows and supply. That, and investors looking to get muni bonds exposure for tax purposes in portfolios, positions them for serious ETF interest. American Century Investments Vice President and senior portfolio manager, Joe Gotelli recently spoke with VettaFi on his views on the muni bonds market right now.
Gotelli identified the belly of the muni bond curve as a place for real opportunities.
He ****** erted that front end richness and rising Treasury yields as risk areas to watch.
American Century Investments provides muni exposure via ETFs like TAXF and CATF.
#muni #century
4 months ago
Generating $30,000 annually in lifelong learning income requires between $300,000 at a 10% blended yield and $857,000 at a 3.5% yield.
A 3.5% dividend yield growing at 8% annually doubles income in nine years, outpacing a flat 10% yield as education costs compound at 4%.
Holding O and MAIN inside an IRA or Roth shields their ordinary income distributions and meaningfully increases what reaches your learning budget.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
A single executive certificate at a top business school can run well into five figures. A week at a professional conference with airfare and hotel can easily clear several thousand dollars. But lifelong learning does not have to mean elite programs and corporate travel. It can also mean finishing a college degree, taking community college classes for personal interest, hiring a language tutor, buying trade books, or keeping an annual industry pass. Stacked and repeated for decades, learning can become a major discretionary line item in a curious person's budget.
A 3.5% dividend yield growing at 8% annually doubles income in nine years, outpacing a flat 10% yield as education costs compound at 4%.
Holding O and MAIN inside an IRA or Roth shields their ordinary income distributions and meaningfully increases what reaches your learning budget.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
A single executive certificate at a top business school can run well into five figures. A week at a professional conference with airfare and hotel can easily clear several thousand dollars. But lifelong learning does not have to mean elite programs and corporate travel. It can also mean finishing a college degree, taking community college classes for personal interest, hiring a language tutor, buying trade books, or keeping an annual industry pass. Stacked and repeated for decades, learning can become a major discretionary line item in a curious person's budget.
4 months ago
Boston Scientific Corporation (NYSE:BSX) is one of the 10 Best Stocks to Buy in 2026 According to Billionaire D.E. Shaw.
Boston Scientific Corporation (NYSE:BSX) is one of the largest medical device companies in America. Its shares are down by 56% over the past year and by 52% year-to-date. Jefferies was out with a devastating note about the firm as it slashed the share price target to $67 from $100 and kept a Buy rating on the stock. Jefferies commented that a major dip in its US Watchman sales growth forecast to 5% from 14% plaed a major role in its coverage for Boston Scientific Corporation (NYSE:BSX). The Watchman is a heart implant used to prevent strokes and blood clots in people with heart valve problems. Jefferies outlined that it was wary about the market adoption of the Watchman FLX device.
Earlier in the month, Bank of America had reduced Boston Scientific Corporation (NYSE:BSX)'s share price target to $61 from $68 and kept a Buy rating on the stock. A lower utilization for the firm's devices played a role in BofA's coverage. Earlier in the year, Boston Scientific Corporation (NYSE:BSX) made a move into the aortic stenosis market as it invested $1.5 billion in MiRus LLC in order to secure rights to the target's TAVR system.
While we acknowledge the risk and potential of BSX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BSX and that has 10,000% upside potential, check out our report about the cheapest AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
Boston Scientific Corporation (NYSE:BSX) is one of the largest medical device companies in America. Its shares are down by 56% over the past year and by 52% year-to-date. Jefferies was out with a devastating note about the firm as it slashed the share price target to $67 from $100 and kept a Buy rating on the stock. Jefferies commented that a major dip in its US Watchman sales growth forecast to 5% from 14% plaed a major role in its coverage for Boston Scientific Corporation (NYSE:BSX). The Watchman is a heart implant used to prevent strokes and blood clots in people with heart valve problems. Jefferies outlined that it was wary about the market adoption of the Watchman FLX device.
Earlier in the month, Bank of America had reduced Boston Scientific Corporation (NYSE:BSX)'s share price target to $61 from $68 and kept a Buy rating on the stock. A lower utilization for the firm's devices played a role in BofA's coverage. Earlier in the year, Boston Scientific Corporation (NYSE:BSX) made a move into the aortic stenosis market as it invested $1.5 billion in MiRus LLC in order to secure rights to the target's TAVR system.
While we acknowledge the risk and potential of BSX as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BSX and that has 10,000% upside potential, check out our report about the cheapest AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
4 months ago
ServiceNow (NYSE: NOW) is a tech powerhouse that serves more than 8,800 clients with workflow automation software. Its platform is growing quickly, but its stock is down 30% this year.
Stocks can sometimes see significant share price movements in response to earnings results as investors and markets digest the company's latest updates. ServiceNow reports on July 22, and there could be a strong market reaction one way or another.
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 »
Is now the time to buy the stock?
ServiceNow is one of the large software-as-a-service (SaaS) companies that has been beaten down by the latest movements in the artificial intelligence (AI) revolution. With the rise of agentic AI, the market is worried that many SaaS companies will become obsolete if AI agents can provide competing software services, making them superfluous.
Stocks can sometimes see significant share price movements in response to earnings results as investors and markets digest the company's latest updates. ServiceNow reports on July 22, and there could be a strong market reaction one way or another.
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 »
Is now the time to buy the stock?
ServiceNow is one of the large software-as-a-service (SaaS) companies that has been beaten down by the latest movements in the artificial intelligence (AI) revolution. With the rise of agentic AI, the market is worried that many SaaS companies will become obsolete if AI agents can provide competing software services, making them superfluous.
4 months ago
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4 months ago
Eligible children born between 2025 and 2028 receive a $1,000 federal seed contribution invested in an S&P 500 index fund, with $5,000 annual contribution limits.
That $1,000 seed alone could compound to ~$372,000 by age 62; maximizing annual contributions could push the balance to ~$17 million.
Michael Dell pledged $6.25 billion for lower-income children, and 88 companies and individuals have committed matching contributions to the program.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
For generations, the stock market has quietly done something no savings account has ever been able to match -- it has turned patience into wealth. Despite recessions, wars, inflation, and market crashes, the S&P 500 has delivered roughly a 10% average annual return over the long run. That simple fact has helped millions of Americans build retirement nest eggs that would have been impossible through saving alone.
That $1,000 seed alone could compound to ~$372,000 by age 62; maximizing annual contributions could push the balance to ~$17 million.
Michael Dell pledged $6.25 billion for lower-income children, and 88 companies and individuals have committed matching contributions to the program.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
For generations, the stock market has quietly done something no savings account has ever been able to match -- it has turned patience into wealth. Despite recessions, wars, inflation, and market crashes, the S&P 500 has delivered roughly a 10% average annual return over the long run. That simple fact has helped millions of Americans build retirement nest eggs that would have been impossible through saving alone.
4 months ago
By Nell Mackenzie
LONDON, July 6 (Reuters) - U.S. hedge funds sold tech hardware stocks for a fourth week in a row, according to a client note from Goldman Sachs on Friday, in line with a recent decline in global chip shares and just before many of these companies will report earnings.
Tech shares and especially semiconductors have propelled the broader equity market higher this year. But tech stocks have been swinging dramatically on a combination of profit-taking and concern about the high levels of spending on AI and when the companies behind those outlays might see returns. The SOX index, which tracks the performance of semiconductor stocks, declined 4.2% in the week to July 3.
Here's what the Goldman Sachs note said about hedge fund trading in that week:
• Info tech stocks including semiconductor and hardware companies was the most net sold U.S. stock sector for the fourth week in a row.
LONDON, July 6 (Reuters) - U.S. hedge funds sold tech hardware stocks for a fourth week in a row, according to a client note from Goldman Sachs on Friday, in line with a recent decline in global chip shares and just before many of these companies will report earnings.
Tech shares and especially semiconductors have propelled the broader equity market higher this year. But tech stocks have been swinging dramatically on a combination of profit-taking and concern about the high levels of spending on AI and when the companies behind those outlays might see returns. The SOX index, which tracks the performance of semiconductor stocks, declined 4.2% in the week to July 3.
Here's what the Goldman Sachs note said about hedge fund trading in that week:
• Info tech stocks including semiconductor and hardware companies was the most net sold U.S. stock sector for the fourth week in a row.
