2 days ago
Apollo Global Management, Inc. (NYSE:APO) is reportedly in talks to acquire Johnson & Johnson (NYSE:JNJ) DePuy Synthes orthopedics business in a transaction that could value the unit at close to $20 billion, according to Bloomberg, as reported by Reuters. J&J generated $9.3 billion of revenue from the orthopedics business in 2025, making the potential transaction material for both companies. The discussions could reach an agreement within weeks, although J&J is also considering a public-market spin-off. This is consistent with J&J's October 2025 decision to separate DePuy Synthes within an expected 18-to-24-month timeframe and shift its MedTech portfolio toward higher-growth, higher-margin businesses.
For Apollo Global Management, Inc. (NYSE:APO), the attraction is the opportunity to acquire a large, established medical-device franchise with substantial recurring demand from joint-replacement and surgical procedures. A roughly $20 billion valuation against $9.3 billion of 2025 revenue implies a price-to-sales multiple of about 2.2x, giving Apollo room to pursue operational improvements, portfolio rationalization, and margin expansion if the business is acquired at an attractive valuation.
DePuy Synthes also has meaningful scale and leading positions across major orthopedics categories, while J&J has recently invested in technologies that could strengthen the franchise, including an agreement covering Gemtrack tracking technology for robotic and navigation-assisted joint procedures and the acquisition of Expanding Innovations for expandable spine implants. Apollo is also entering the potential deal from a position of considerable financial scale: it had approximately $1.05 trillion of ***** ets under management as of June 30, 2026, with $198 billion in equity strategies and $849 billion in credit strategies. Its second-quarter results included $111 billion of gross capital deployment, demonstrating the capacity to execute large transactions.
For Johnson & Johnson (NYSE:JNJ), a sale could accelerate the portfolio transformation that management has already identified as a strategic priority while potentially delivering a sizeable upfront cash inflow. J&J explicitly said its planned orthopedics separation should increase the company's top-line growth and operating margins by allowing it to concentrate on Oncology, Immunology, Neuroscience, Cardiovascular, Surgery and Vision.
The company has also been restructuring orthopedics, with $307 million of restructuring expense in 2025, following $167 million in 2024 and $319 million in 2023, primarily tied to market and product exits. A sale could therefore remove a business that has required restructuring resources while allowing J&J to redeploy capital toward areas it views as higher growth and higher margin.
#billion #depuy
For Apollo Global Management, Inc. (NYSE:APO), the attraction is the opportunity to acquire a large, established medical-device franchise with substantial recurring demand from joint-replacement and surgical procedures. A roughly $20 billion valuation against $9.3 billion of 2025 revenue implies a price-to-sales multiple of about 2.2x, giving Apollo room to pursue operational improvements, portfolio rationalization, and margin expansion if the business is acquired at an attractive valuation.
DePuy Synthes also has meaningful scale and leading positions across major orthopedics categories, while J&J has recently invested in technologies that could strengthen the franchise, including an agreement covering Gemtrack tracking technology for robotic and navigation-assisted joint procedures and the acquisition of Expanding Innovations for expandable spine implants. Apollo is also entering the potential deal from a position of considerable financial scale: it had approximately $1.05 trillion of ***** ets under management as of June 30, 2026, with $198 billion in equity strategies and $849 billion in credit strategies. Its second-quarter results included $111 billion of gross capital deployment, demonstrating the capacity to execute large transactions.
For Johnson & Johnson (NYSE:JNJ), a sale could accelerate the portfolio transformation that management has already identified as a strategic priority while potentially delivering a sizeable upfront cash inflow. J&J explicitly said its planned orthopedics separation should increase the company's top-line growth and operating margins by allowing it to concentrate on Oncology, Immunology, Neuroscience, Cardiovascular, Surgery and Vision.
The company has also been restructuring orthopedics, with $307 million of restructuring expense in 2025, following $167 million in 2024 and $319 million in 2023, primarily tied to market and product exits. A sale could therefore remove a business that has required restructuring resources while allowing J&J to redeploy capital toward areas it views as higher growth and higher margin.
#billion #depuy
3 days ago
Minerals 260 has secured commitments to raise $178.2m (A$250m) before costs via a two-tranche share placement to fund the next stage of development at its Bullabulling Gold Project in Western Australia (WA).
The company said the funds, raised at A$0.88 per share, will allow it to advance construction and exploration activities at the site, which is located 65km west of Kalgoorlie.
The placement, involving the issuance of 284,090,910 fully paid ordinary shares, includes a A$30m cornerstone investment from the Franco-Nevada Corporation.
According to Minerals 260, the issue price matches the company's closing share price on 11 September 2026 and represents a 3.5% premium to the ten-day volume-weighted average price of A$0.85.
Existing institutional shareholders participated in the placement alongside new domestic and international investors.
#western #kalgoorlie
The company said the funds, raised at A$0.88 per share, will allow it to advance construction and exploration activities at the site, which is located 65km west of Kalgoorlie.
The placement, involving the issuance of 284,090,910 fully paid ordinary shares, includes a A$30m cornerstone investment from the Franco-Nevada Corporation.
According to Minerals 260, the issue price matches the company's closing share price on 11 September 2026 and represents a 3.5% premium to the ten-day volume-weighted average price of A$0.85.
Existing institutional shareholders participated in the placement alongside new domestic and international investors.
#western #kalgoorlie
8 days 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.
Management attributes the sequential improvement in comparable sales to enhanced digital conversion and the successful scaling of private brand franchises like THERMACHILL.
The company is navigating a structural shift in customer behavior driven by GLP-1 medication adoption, which has led to temporary pauses in apparel purchasing during weight loss journeys.
Performance was significantly bolstered by a $4.6 million IEEPA tariff refund, which masked a 70 basis point decline in underlying merchandise margins caused by higher markdowns and shipping surcharges.
Strategic focus has shifted toward 'Fit Authority' through the FITMAP initiative, which has scanned 150,000 customers and resulted in higher average order values and lower return rates.
#performance
Management attributes the sequential improvement in comparable sales to enhanced digital conversion and the successful scaling of private brand franchises like THERMACHILL.
The company is navigating a structural shift in customer behavior driven by GLP-1 medication adoption, which has led to temporary pauses in apparel purchasing during weight loss journeys.
Performance was significantly bolstered by a $4.6 million IEEPA tariff refund, which masked a 70 basis point decline in underlying merchandise margins caused by higher markdowns and shipping surcharges.
Strategic focus has shifted toward 'Fit Authority' through the FITMAP initiative, which has scanned 150,000 customers and resulted in higher average order values and lower return rates.
#performance
14 days ago
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Former White House AI and crypto czar David Sacks urged artificial intelligence companies to contribute to Trump Accounts, arguing that giving children a financial stake in AI could strengthen public support for the technology.
On Tuesday, in a post on X, Sacks said Trump Accounts could make children "a direct owner in the American economy" and called on AI companies to follow the example set by ******* e Exploration Technologies Corp. President Gwynne Shotwell.
"I hope every AI company will follow the lead of Gwynne_Shotwell SpaceXAI and give American kids a vested interest in their success," Sacks wrote.
Don't Miss:
#follow
Former White House AI and crypto czar David Sacks urged artificial intelligence companies to contribute to Trump Accounts, arguing that giving children a financial stake in AI could strengthen public support for the technology.
On Tuesday, in a post on X, Sacks said Trump Accounts could make children "a direct owner in the American economy" and called on AI companies to follow the example set by ******* e Exploration Technologies Corp. President Gwynne Shotwell.
"I hope every AI company will follow the lead of Gwynne_Shotwell SpaceXAI and give American kids a vested interest in their success," Sacks wrote.
Don't Miss:
#follow
16 days 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.
Why we like it: Chase Freedom Unlimited offers a valuable cash-back rewards combo for taking on costly wedding expenses. You earn 5% cash back on travel purchased through Chase Travel, 3% on drugstore purchases and dining at restaurants (including takeout and eligible delivery service), and 1.5% on all other purchases, plus, there's an introductory 0% APR you can use to finance your wedding purchases and pay them off over time.
The rewards you earn with this card are even more lucrative if you also have a Chase Sapphire Preferred® Card or Chase Sapphire Reserve®. While you'll earn rewards as cash back, you can also redeem them toward travel purchases through Chase Travel. If you have one of the Sapphire cards, combine your rewards under that card account and get up to a 1.75x (for Chase Sapphire Preferred) or up to 2x (for Chase Sapphire Reserve) boosted Chase Travel redemption rate — a great way to maximize your Chase rewards toward your honeymoon or another upcoming trip.
Learn more: See our picks for the best Chase credit card
Why we like it: If you want to use your wedding expenses to help fund the honeymoon you'll take afterward, the Capital One Venture is a great option. You'll earn a flat 2x miles on every dollar you spend, so you don't need to worry about the specific categories your wedding spending may fall into. If you have wedding-related travel expenses to book, you can get up to 5x miles on hotels and car rentals through the Capital One Travel portal.
#sapphire #card #purchases
Why we like it: Chase Freedom Unlimited offers a valuable cash-back rewards combo for taking on costly wedding expenses. You earn 5% cash back on travel purchased through Chase Travel, 3% on drugstore purchases and dining at restaurants (including takeout and eligible delivery service), and 1.5% on all other purchases, plus, there's an introductory 0% APR you can use to finance your wedding purchases and pay them off over time.
The rewards you earn with this card are even more lucrative if you also have a Chase Sapphire Preferred® Card or Chase Sapphire Reserve®. While you'll earn rewards as cash back, you can also redeem them toward travel purchases through Chase Travel. If you have one of the Sapphire cards, combine your rewards under that card account and get up to a 1.75x (for Chase Sapphire Preferred) or up to 2x (for Chase Sapphire Reserve) boosted Chase Travel redemption rate — a great way to maximize your Chase rewards toward your honeymoon or another upcoming trip.
Learn more: See our picks for the best Chase credit card
Why we like it: If you want to use your wedding expenses to help fund the honeymoon you'll take afterward, the Capital One Venture is a great option. You'll earn a flat 2x miles on every dollar you spend, so you don't need to worry about the specific categories your wedding spending may fall into. If you have wedding-related travel expenses to book, you can get up to 5x miles on hotels and car rentals through the Capital One Travel portal.
#sapphire #card #purchases
17 days ago
Billionaire Philippe Laffont made two of Coatue Management's most revealing second-quarter moves at opposite ends of the AI supply chain. The fund increased its Micron Technology, Inc. (NASDAQ:MU) position by 1,794% to 3.14 million shares and expanded its Amazon.com, Inc. (NASDAQ:AMZN) stake 49% to 11.83 million shares. Micron sells the high-bandwidth memory AI systems consume; Amazon turns those systems into cloud services. The paired positions give Coatue exposure to both the component bottleneck and the infrastructure owner, although the filing does not disclose Laffont's rationale.
Source: Micron Technology
Micron Technology, Inc. (NASDAQ:MU) has direct exposure to scarcity. Its record fiscal third-quarter results reflected surging HBM demand, and every new accelerator requires large amounts of advanced memory. Tight supply and higher-value products can lift margins dramatically. The danger is that memory remains cyclical, although the traditional boom-and-bust framework may be getting outdated. See why here.
Micron plans more than $25 billion of capital spending, and competitors responding to shortages could eventually weaken pricing just as new factories become expensive to operate.
Amazon.com, Inc. (NASDAQ:AMZN) provides a more diversified route. AWS revenue grew 36.7% in the second quarter, and Amazon can monetize computing, storage, networking, models, and its own chips. That breadth reduces dependence on any single hardware cycle. It also requires roughly $220 billion of capital spending, however, creating a high return threshold. If customers optimize workloads or AI revenue develops more slowly than capacity, depreciation can outrun utilization.
#NASDAQ #amzn #second
Source: Micron Technology
Micron Technology, Inc. (NASDAQ:MU) has direct exposure to scarcity. Its record fiscal third-quarter results reflected surging HBM demand, and every new accelerator requires large amounts of advanced memory. Tight supply and higher-value products can lift margins dramatically. The danger is that memory remains cyclical, although the traditional boom-and-bust framework may be getting outdated. See why here.
Micron plans more than $25 billion of capital spending, and competitors responding to shortages could eventually weaken pricing just as new factories become expensive to operate.
Amazon.com, Inc. (NASDAQ:AMZN) provides a more diversified route. AWS revenue grew 36.7% in the second quarter, and Amazon can monetize computing, storage, networking, models, and its own chips. That breadth reduces dependence on any single hardware cycle. It also requires roughly $220 billion of capital spending, however, creating a high return threshold. If customers optimize workloads or AI revenue develops more slowly than capacity, depreciation can outrun utilization.
#NASDAQ #amzn #second
18 days ago
Decathlon and Céraclès Coopérative, formerly Groupe Sport 2000 France, have signed a letter of intent for Decathlon to acquire a 50% holding in SAS Sport 2000 France.
According to a translated version of the press statement, the proposed deal is confined to French operations.
Financial terms of the deal were not disclosed.
Under the proposed arrangement, the two retailers are exploring how to leverage the complementarity of their store networks, product ranges, and specialist expertise to provide a service centred on advice and local relevance.
In a statement posted on LinkedIn, Céraclès Coopérative said: "This approach is based on a simple but very strong conviction: our two ecosystems have complementarities that can contribute to better serving athletes, all levels combined, and to strengthening proximity with customers, clubs and territories."
#coop #france #racl
According to a translated version of the press statement, the proposed deal is confined to French operations.
Financial terms of the deal were not disclosed.
Under the proposed arrangement, the two retailers are exploring how to leverage the complementarity of their store networks, product ranges, and specialist expertise to provide a service centred on advice and local relevance.
In a statement posted on LinkedIn, Céraclès Coopérative said: "This approach is based on a simple but very strong conviction: our two ecosystems have complementarities that can contribute to better serving athletes, all levels combined, and to strengthening proximity with customers, clubs and territories."
#coop #france #racl
22 days ago
Genmab A/S (NASDAQ:GMAB) boosted its full-year 2026 revenue guidance to a range of $4.325 billion to $4.525 billion, up from its previous outlook of $4.065 billion to $4.395 billion. The upward revision underscores the strong commercial momentum across the company's royalty streams and proprietary portfolio.
For the first half of 2026, GMAB reported total revenue of $2,051 million, representing a 25% year-over-year growth. Royalty revenue increased 24% to $1,708 million, heavily supported by $8,171 million in net sales of DARZALEX by Johnson & Johnson. Meanwhile, global net sales of EPKINLY/TEPKINLY surged 48% to $312 million. Operating profit came in at $555 million, while adjusted operating profit rose 18% to $656 million.
Following the robust print, Guggenheim ****** yst Michael Schmidt raised the firm's price target on Genmab to $42 from $40 while maintaining a Buy rating on August 7.
This brings up a key question: Does this guidance raise reflect a permanent, high-margin inflection for Genmab A/S (NASDAQ:GMAB)'s pipeline, or will rising operating expenses eventually weigh on its bottom line?
Genmab's broad-based top-line expansion, driven equally by DARZALEX royalties and EPKINLY net sales, demonstrates a diversified, partner-plus-proprietary revenue model. This setup reduces reliance on any single product, securing predictable royalties that fund ongoing commercial rollouts. Furthermore, a Phase III PFS win for epcoritamab in B-cell malignancies strengthens its clinical proof, expanding label potential and long-term royalty streams across geographies. Additionally, Genmab's high cash conversion and strong balance sheet provide ample organic financing to fund late-stage programs without risking shareholder dilution.
#genmab #gmab #billion #year
For the first half of 2026, GMAB reported total revenue of $2,051 million, representing a 25% year-over-year growth. Royalty revenue increased 24% to $1,708 million, heavily supported by $8,171 million in net sales of DARZALEX by Johnson & Johnson. Meanwhile, global net sales of EPKINLY/TEPKINLY surged 48% to $312 million. Operating profit came in at $555 million, while adjusted operating profit rose 18% to $656 million.
Following the robust print, Guggenheim ****** yst Michael Schmidt raised the firm's price target on Genmab to $42 from $40 while maintaining a Buy rating on August 7.
This brings up a key question: Does this guidance raise reflect a permanent, high-margin inflection for Genmab A/S (NASDAQ:GMAB)'s pipeline, or will rising operating expenses eventually weigh on its bottom line?
Genmab's broad-based top-line expansion, driven equally by DARZALEX royalties and EPKINLY net sales, demonstrates a diversified, partner-plus-proprietary revenue model. This setup reduces reliance on any single product, securing predictable royalties that fund ongoing commercial rollouts. Furthermore, a Phase III PFS win for epcoritamab in B-cell malignancies strengthens its clinical proof, expanding label potential and long-term royalty streams across geographies. Additionally, Genmab's high cash conversion and strong balance sheet provide ample organic financing to fund late-stage programs without risking shareholder dilution.
#genmab #gmab #billion #year
24 days ago
MDB's Atlas platform grew 29% YoY and free cash flow surged 308% to $493M, driving 31 of 40 **** ysts to rate shares a Buy.
MDB trades at an 8.63x price-to-sales ratio versus SNOW's 12.28x, suggesting valuation upside if September 1 earnings execution holds.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and MongoDB didn't make the cut. Grab the names FREE today.
MongoDB (NASDAQ:MDB) has had a turbulent first half of 2026. But since the end of June, the stock has rallied and is now up more than 14% since July 1. In just the past month, shares have gained 32.46% but remain well off the 52-week high of $473.10.
Analysts' consensus target is $441.75 versus a share price of $410.24 on Tuesday, Aug. 25, reflecting cautious optimism. Here's what investors will want to watch in the lead-up to MongoDB's Q2 2027 earnings report on Sept. 1.
#atlas
MDB trades at an 8.63x price-to-sales ratio versus SNOW's 12.28x, suggesting valuation upside if September 1 earnings execution holds.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and MongoDB didn't make the cut. Grab the names FREE today.
MongoDB (NASDAQ:MDB) has had a turbulent first half of 2026. But since the end of June, the stock has rallied and is now up more than 14% since July 1. In just the past month, shares have gained 32.46% but remain well off the 52-week high of $473.10.
Analysts' consensus target is $441.75 versus a share price of $410.24 on Tuesday, Aug. 25, reflecting cautious optimism. Here's what investors will want to watch in the lead-up to MongoDB's Q2 2027 earnings report on Sept. 1.
#atlas
25 days 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.
Shein launched its long-delayed Hong Kong IPO on Monday, seeking up to $1.77 billion at a valuation of $27 billion. Then comes the twist. The fast-fashion giant will pay as much as $3.5 billion to some existing investors, nearly double the fresh capital it is raising, to compensate them for watching the valuation collapse.
Shein launched its much-awaited Hong Kong listing and promptly opened in the red. The company is selling 280 million shares at $6.10 to $6.35, valuing it more than 70% below the $98.2 billion it commanded in a 2022 private funding round.
That gap has investors feeling shortchanged. Holders of Shein's preferential shares from the late-stage rounds, including Boyu Capital, Tiger Global, General Atlantic, Thrive Capital, Abu Dhabi sovereign fund Mubadala, and Brookfield, carry conversion terms triggered by an IPO priced below what they paid.
The bill runs to as much as $2.2 billion in cash plus 19.6 million shares issued free of charge, with roughly $1.33 billion in additional payments to the same group. Shein says about 80% of the IPO proceeds will go toward technology and expanding the brand globally.
#shein
Shein launched its long-delayed Hong Kong IPO on Monday, seeking up to $1.77 billion at a valuation of $27 billion. Then comes the twist. The fast-fashion giant will pay as much as $3.5 billion to some existing investors, nearly double the fresh capital it is raising, to compensate them for watching the valuation collapse.
Shein launched its much-awaited Hong Kong listing and promptly opened in the red. The company is selling 280 million shares at $6.10 to $6.35, valuing it more than 70% below the $98.2 billion it commanded in a 2022 private funding round.
That gap has investors feeling shortchanged. Holders of Shein's preferential shares from the late-stage rounds, including Boyu Capital, Tiger Global, General Atlantic, Thrive Capital, Abu Dhabi sovereign fund Mubadala, and Brookfield, carry conversion terms triggered by an IPO priced below what they paid.
The bill runs to as much as $2.2 billion in cash plus 19.6 million shares issued free of charge, with roughly $1.33 billion in additional payments to the same group. Shein says about 80% of the IPO proceeds will go toward technology and expanding the brand globally.
#shein
26 days ago
MU trades at just 6x forward earnings with $100 billion in contracted AI-memory revenue locked in through 2030, while 40 ***** ysts rate it a buy with zero sells.
Unlike WDC and STX, which have zero HBM exposure, Micron's Core Data Center unit posted 87% gross margins last quarter, a figure that neither competitor comes close to matching.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.
Micron Technology (NASDAQ:MU) stands out as the cleanest AI-memory exposure for long-horizon portfolios right now, and the math is not close. At $966.78 with a forward P/E of around 13, investors are being handed a hyperscaler-adjacent monopoly-like memory franchise at a value multiple. This is a rare valuation window on a company whose earnings power just tripled in a single fiscal year.
Micron's trailing P/E sits at 21, but the forward multiple is where the thesis crystallizes: 6. That reflects Q4 FY2026 guidance of $50 billion in revenue and $31 non-GAAP EPS, with gross margins of roughly 86%. Wall Street's average price target of $1,501.98 implies substantial upside, and the ***** yst tally reads nine Strong Buy ratings, 31 Buy ratings, five hold ratings and zero Sell ratings.
#ratings #exposure
Unlike WDC and STX, which have zero HBM exposure, Micron's Core Data Center unit posted 87% gross margins last quarter, a figure that neither competitor comes close to matching.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.
Micron Technology (NASDAQ:MU) stands out as the cleanest AI-memory exposure for long-horizon portfolios right now, and the math is not close. At $966.78 with a forward P/E of around 13, investors are being handed a hyperscaler-adjacent monopoly-like memory franchise at a value multiple. This is a rare valuation window on a company whose earnings power just tripled in a single fiscal year.
Micron's trailing P/E sits at 21, but the forward multiple is where the thesis crystallizes: 6. That reflects Q4 FY2026 guidance of $50 billion in revenue and $31 non-GAAP EPS, with gross margins of roughly 86%. Wall Street's average price target of $1,501.98 implies substantial upside, and the ***** yst tally reads nine Strong Buy ratings, 31 Buy ratings, five hold ratings and zero Sell ratings.
#ratings #exposure
29 days ago
With a market cap of $26 billion, W. R. Berkley Corporation (WRB) is a leading insurance holding company and one of the largest commercial lines insurers in the United States, with operations spanning global markets. The company operates through two core property and casualty segments: Insurance and Reinsurance & Monoline Excess, providing a broad range of insurance solutions to its customers.
Shares of the Greenwich, Connecticut-based company have lagged behind the broader market over the past 52 weeks. WRB stock has fallen marginally over this time frame, while the broader S&P 500 Index ($SPX) has returned 20.4%. Moreover, shares of the company are up 1.5% on a YTD basis, compared to SPX's 12.7% gain.
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QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
#insurance
Shares of the Greenwich, Connecticut-based company have lagged behind the broader market over the past 52 weeks. WRB stock has fallen marginally over this time frame, while the broader S&P 500 Index ($SPX) has returned 20.4%. Moreover, shares of the company are up 1.5% on a YTD basis, compared to SPX's 12.7% gain.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
#insurance
30 days ago
BND now yields nearly 4% after its price decline, and selling here locks in the loss while surrendering that income to the next buyer.
TLT dropped roughly 34% over five years due to its long duration, while BND's shorter duration kept its five-year decline near 1%.
Retirees and income-focused investors who sell BND after its drawdown risk sequence-of-returns damage right when the yield is finally competitive.
Many financial professionals are salespeople paid on what they push, not whether you end up wealthier. A fiduciary is the opposite. The SEC legally requires them to put your interests first. Advisor.com's free matching tool pairs you with vetted fiduciaries from major national firms, all in under three minutes. See who you match with today.
The Vanguard Total Bond Market ETF (NASDAQ:BND) has spent 2026 crossing back and forth over the zero line, with a year-to-date total return that ticks positive one week and negative the next. The S&P 500, meanwhile, is up roughly 13% this year. That gap is why BND holders keep asking whether the bond sleeve is doing anything at all.
#bond #income #five
TLT dropped roughly 34% over five years due to its long duration, while BND's shorter duration kept its five-year decline near 1%.
Retirees and income-focused investors who sell BND after its drawdown risk sequence-of-returns damage right when the yield is finally competitive.
Many financial professionals are salespeople paid on what they push, not whether you end up wealthier. A fiduciary is the opposite. The SEC legally requires them to put your interests first. Advisor.com's free matching tool pairs you with vetted fiduciaries from major national firms, all in under three minutes. See who you match with today.
The Vanguard Total Bond Market ETF (NASDAQ:BND) has spent 2026 crossing back and forth over the zero line, with a year-to-date total return that ticks positive one week and negative the next. The S&P 500, meanwhile, is up roughly 13% this year. That gap is why BND holders keep asking whether the bond sleeve is doing anything at all.
#bond #income #five
1 month ago
Social Security's earnings test ignores 401(k) withdrawals entirely, counting only wages and net self-employment income against the 2026 limit of $24,480.
A $70,000 traditional 401(k) withdrawal enters IRS provisional income calculations, potentially making up to 85% of Social Security benefits taxable at ordinary rates.
Large 401(k) distributions can trigger IRMAA Medicare premium surcharges with a two-year delay, so a 2026 withdrawal may raise 2028 Part B and Part D costs.
Many financial professionals are salespeople paid on what they push, not whether you end up wealthier. A fiduciary is the opposite. The SEC legally requires them to put your interests first. Advisor.com's free matching tool pairs you with vetted fiduciaries from major national firms, all in under three minutes. See who you match with today.
Picture a 63-year-old who left his full-time shop job last year, started drawing Social Security early, and now picks up welding and small fabrication work from his garage. In a single year, he withdraws $70,000 from a traditional 401(k) to cover the mortgage and buy a truck. After business expenses, his welding work produces $10,000 in net self-employment earnings. He ***** umes the government sees $80,000 in income. Social Security does not. Its retirement earnings test looks only at the $10,000.
#security #year #income #part
A $70,000 traditional 401(k) withdrawal enters IRS provisional income calculations, potentially making up to 85% of Social Security benefits taxable at ordinary rates.
Large 401(k) distributions can trigger IRMAA Medicare premium surcharges with a two-year delay, so a 2026 withdrawal may raise 2028 Part B and Part D costs.
Many financial professionals are salespeople paid on what they push, not whether you end up wealthier. A fiduciary is the opposite. The SEC legally requires them to put your interests first. Advisor.com's free matching tool pairs you with vetted fiduciaries from major national firms, all in under three minutes. See who you match with today.
Picture a 63-year-old who left his full-time shop job last year, started drawing Social Security early, and now picks up welding and small fabrication work from his garage. In a single year, he withdraws $70,000 from a traditional 401(k) to cover the mortgage and buy a truck. After business expenses, his welding work produces $10,000 in net self-employment earnings. He ***** umes the government sees $80,000 in income. Social Security does not. Its retirement earnings test looks only at the $10,000.
#security #year #income #part
1 month ago
With a market cap of $20.5 billion, Viatris Inc. (VTRS) is a global healthcare company committed to empowering people worldwide to live healthier lives at every stage. With a diverse portfolio spanning generics, established brands, and innovative medicines, it delivers effective, scalable healthcare solutions to address significant unmet needs globally.
Shares of the Canonsburg, Pennsylvania-based company have surpassed the broader market over the past 52 weeks. VTRS stock has soared 96.7% over this time frame, while the broader S&P 500 Index ($SPX) has gained nearly 21%. Moreover, the stock has returned 41.2% on a YTD basis, compared to SPX's 11.9% rise.
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#company #shares
Shares of the Canonsburg, Pennsylvania-based company have surpassed the broader market over the past 52 weeks. VTRS stock has soared 96.7% over this time frame, while the broader S&P 500 Index ($SPX) has gained nearly 21%. Moreover, the stock has returned 41.2% on a YTD basis, compared to SPX's 11.9% rise.
General Motors vs. Ford: 1 Auto Giant Is Winning the EV Race
1 **** anese Company Just Waved a Red Flag for Micron Stock. How to Play It Here.
Billionaire Ken Griffin Just Saved Situational Awareness, But Here's What a Rescue Call From Citadel Really Sounds Like — 'I… Heard the Grim Reaper's Scythe'
#company #shares
2 months ago
Every rally eventually runs into a wall, and South Korea's artificial intelligence (AI) stocks just found theirs. The Kospi Composite Index ($KSIC) has tumbled more than 40% from its June peak, and the primary trigger came from SK hynix (SKHY), the very company that helped fuel the rally in the first place. The tech giant delivered solid Q2 FY2026 numbers, yet it couldn't clear Wall Street's sky-high bar.
The Nvidia Corporation (NVDA) supplier posted a record quarterly operating profit that shot up more than sixfold. This is a number that most companies would frame and hang on the wall. But shipment delays on several advanced products slowed pricing gains for its flagship DRAM chips, and investors punished the stock anyway, knocking it down 8.98% on Wednesday, July 29.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most ***** ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
#Stock #investors #index #ksic
The Nvidia Corporation (NVDA) supplier posted a record quarterly operating profit that shot up more than sixfold. This is a number that most companies would frame and hang on the wall. But shipment delays on several advanced products slowed pricing gains for its flagship DRAM chips, and investors punished the stock anyway, knocking it down 8.98% on Wednesday, July 29.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most ***** ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
#Stock #investors #index #ksic
2 months ago
Social Security survivor benefits don't start until age 60, and claiming then pays only 71.5% of the full benefit. That works out to roughly $1,430 instead of $2,000 monthly.
Pennsylvania's Property Tax/Rent Rebate Program lets widows as young as 50 claim up to $1,500 annually if household income stays under $48,110.
Large IRA or pension withdrawals can quietly push income over Pennsylvania's $48,110 rebate threshold, eliminating relief a widow would otherwise qualify to receive.
Many financial professionals are salespeople paid on what they push, not whether you end up wealthier. A fiduciary is the opposite. The SEC legally requires them to put your interests first. Advisor.com's free matching tool pairs you with vetted fiduciaries from major national firms, all in under three minutes. See who you match with today.
At 53, she is still living in the Pennsylvania house she and her husband paid down together. His paycheck stopped the day he died. Hers keeps the lights on, but the mortgage, property taxes, and homeowners insurance were built for two incomes. When she called Social Security about survivor benefits, the answer landed hard: She was too young. A widow on an online forum described the same shock. Her husband paid into Social Security for 35 years, yet she was told she had to wait seven more years before a single dollar came her way.
#security #survivor
Pennsylvania's Property Tax/Rent Rebate Program lets widows as young as 50 claim up to $1,500 annually if household income stays under $48,110.
Large IRA or pension withdrawals can quietly push income over Pennsylvania's $48,110 rebate threshold, eliminating relief a widow would otherwise qualify to receive.
Many financial professionals are salespeople paid on what they push, not whether you end up wealthier. A fiduciary is the opposite. The SEC legally requires them to put your interests first. Advisor.com's free matching tool pairs you with vetted fiduciaries from major national firms, all in under three minutes. See who you match with today.
At 53, she is still living in the Pennsylvania house she and her husband paid down together. His paycheck stopped the day he died. Hers keeps the lights on, but the mortgage, property taxes, and homeowners insurance were built for two incomes. When she called Social Security about survivor benefits, the answer landed hard: She was too young. A widow on an online forum described the same shock. Her husband paid into Social Security for 35 years, yet she was told she had to wait seven more years before a single dollar came her way.
#security #survivor
2 months ago
By Tom Westbrook and Ankur Banerjee
SINGAPORE, July 28 (Reuters) - Chip stocks tanked across Asia on Tuesday, rattled by the threat of Chinese competition and worries about who's paying for the AI boom, while sliding oil prices did little to allay nerves about U.S. rate hikes potentially starting as soon as this week.
South Korea's KOSPI dived almost 10% to a three-month low, triggering a circuit breaker on the way down as it heads for its largest monthly fall since the Asian financial crisis in 1997. The index had more than tripled over 12 months to June, but it has shed more than a third of its value since that peak.
Shares in SK Hynix and Samsung Electronics, which are under extra pressure in a market transformed by leverage, made losses of more than 12% as their stratospheric rally unwinds in a hurry.
Japan's Nikkei slid about 4%, touching a two-year low, with the selloff following a 2.2% drop for the Philadelphia Semiconductor index on Monday.
#ankur #reuters
SINGAPORE, July 28 (Reuters) - Chip stocks tanked across Asia on Tuesday, rattled by the threat of Chinese competition and worries about who's paying for the AI boom, while sliding oil prices did little to allay nerves about U.S. rate hikes potentially starting as soon as this week.
South Korea's KOSPI dived almost 10% to a three-month low, triggering a circuit breaker on the way down as it heads for its largest monthly fall since the Asian financial crisis in 1997. The index had more than tripled over 12 months to June, but it has shed more than a third of its value since that peak.
Shares in SK Hynix and Samsung Electronics, which are under extra pressure in a market transformed by leverage, made losses of more than 12% as their stratospheric rally unwinds in a hurry.
Japan's Nikkei slid about 4%, touching a two-year low, with the selloff following a 2.2% drop for the Philadelphia Semiconductor index on Monday.
#ankur #reuters
2 months ago
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2 months ago
With a market cap of $68.1 billion, Motorola Solutions, Inc. (MSI) develops advanced technologies that improve safety and security for people, property, and places. Its connected solutions promote collaboration to help build safer communities, schools, hospitals, businesses, and nations.
The Chicago, Illinois-based company is set to unveil its fiscal Q2 2026 results soon. Ahead of this event, ****** ysts expect MSI to report a profit of $3.43 per share, up 9.6% from $3.13 per share in the year-ago quarter. The company has surpassed Wall Street's bottom-line estimates in each of the past four quarters.
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
The Number Tesla Stock Bulls Are Really Waiting for This Earnings Season Has Nothing to Do With Cars
#Intel #earnings #Stock #Chicago
The Chicago, Illinois-based company is set to unveil its fiscal Q2 2026 results soon. Ahead of this event, ****** ysts expect MSI to report a profit of $3.43 per share, up 9.6% from $3.13 per share in the year-ago quarter. The company has surpassed Wall Street's bottom-line estimates in each of the past four quarters.
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
The Number Tesla Stock Bulls Are Really Waiting for This Earnings Season Has Nothing to Do With Cars
#Intel #earnings #Stock #Chicago
2 months ago
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2 months ago
August WTI crude oil (CLQ26) today is down -0.54 (-0.68%), and August RBOB gasoline (RBQ26) is up +0.0206 (+0.64%).
Crude oil and gasoline prices are mixed today. Crude prices gave up an early advance and turned lower today on a bearish weekly EIA inventory report. Crude prices initially moved higher today after the US launched airstrikes against Iran for a fifth day today in response to Iranian attacks on shipping in the Strait of Hormuz, which threatens to reduce global oil supplies from the region.
Short Seller Hunterbrook Attacked Bloom Energy's Supply-Chain Claims. BE Stock Is Bruised, But Not Broken.
Crude Oil Prices Rise as US-Iran Hostilities Continue
Why Wednesday Is a Case of Same Story, Different Part of the World
Crude oil and gasoline prices are mixed today. Crude prices gave up an early advance and turned lower today on a bearish weekly EIA inventory report. Crude prices initially moved higher today after the US launched airstrikes against Iran for a fifth day today in response to Iranian attacks on shipping in the Strait of Hormuz, which threatens to reduce global oil supplies from the region.
Short Seller Hunterbrook Attacked Bloom Energy's Supply-Chain Claims. BE Stock Is Bruised, But Not Broken.
Crude Oil Prices Rise as US-Iran Hostilities Continue
Why Wednesday Is a Case of Same Story, Different Part of the World
2 months ago
Coming off a relatively staid past week in the markets, investors step into a packed five-day stretch as second quarter earnings kick off in force, with a healthy selection of economic data releases on the calendar to boot.
S&P 500 (^GSPC) closed out Friday up 0.4% for a gain of 1.2% on the week. The Dow gained 0.3% on Friday but still closed the week on a loss of 0.5%. The Nasdaq picked up 0.3% on Friday to close the week up 1.7%.
After a slow trickle of mostly minor earnings reports throughout the last month, the big banks unofficially kick off the earnings season this week.
JPMorgan Chase (JPM), Goldman Sachs (GS), Bank of America (BAC), Wells Fargo (WFC), and Citibank (C) all report on Tuesday, followed by Morgan Stanley (MS) and fellow financial services giant BlackRock (BLK) on Wednesday.
Other names to watch include pharmaceutical leader Johnson & Johnson (JNJ), industrial giant Kinder Morgan (KMI), and airline leader United Airlines (UAL) on Wednesday, followed by AI bellwether Taiwan Semiconductor Manufacturing Company (TSM), tech bastion Netflix (NFLX), and healthcare leader UnitedHealth (UNH) on Thursday.
S&P 500 (^GSPC) closed out Friday up 0.4% for a gain of 1.2% on the week. The Dow gained 0.3% on Friday but still closed the week on a loss of 0.5%. The Nasdaq picked up 0.3% on Friday to close the week up 1.7%.
After a slow trickle of mostly minor earnings reports throughout the last month, the big banks unofficially kick off the earnings season this week.
JPMorgan Chase (JPM), Goldman Sachs (GS), Bank of America (BAC), Wells Fargo (WFC), and Citibank (C) all report on Tuesday, followed by Morgan Stanley (MS) and fellow financial services giant BlackRock (BLK) on Wednesday.
Other names to watch include pharmaceutical leader Johnson & Johnson (JNJ), industrial giant Kinder Morgan (KMI), and airline leader United Airlines (UAL) on Wednesday, followed by AI bellwether Taiwan Semiconductor Manufacturing Company (TSM), tech bastion Netflix (NFLX), and healthcare leader UnitedHealth (UNH) on Thursday.
2 months ago
US stocks rose on Thursday as investors focused on AI prospects ahead of SK Hynix's (000660.KS) US trading debut, setting aside jitters over a flare-up in US-Iran hostilities.
The tech-heavy Nasdaq Composite (^IXIC) climbed by 1.3%. Meanwhile, the S&P 500 (^GSPC) gained 0.8%, and the Dow Jones Industrial Average (^DJI) put on more than 0.2% after Wall Street stocks closed mixed on Wednesday.
Stocks rose as markets shrugged off US-Iran tensions that saw the two sides trade new attacks on Thursday, putting a fragile truce to the test. The fighting intensified as the US launched airstrikes on 90 Iranian targets, and Iran retaliated by striking targets in US-allied Middle East countries.
Oil prices fell on Thursday, erasing some of Wednesday's gains as markets factored in the **** py path to Middle East peace.
The focus remains on the AI trade ahead of SK Hynix's highly anticipated Nasdaq debut on Friday. The South Korean memory giant is set to price its US offering on Thursday, with demand running at seven times the amount of shares available. The IPO comes as investors continue to **** s the recent chip stock sell-off that shook confidence in an AI boom.
The tech-heavy Nasdaq Composite (^IXIC) climbed by 1.3%. Meanwhile, the S&P 500 (^GSPC) gained 0.8%, and the Dow Jones Industrial Average (^DJI) put on more than 0.2% after Wall Street stocks closed mixed on Wednesday.
Stocks rose as markets shrugged off US-Iran tensions that saw the two sides trade new attacks on Thursday, putting a fragile truce to the test. The fighting intensified as the US launched airstrikes on 90 Iranian targets, and Iran retaliated by striking targets in US-allied Middle East countries.
Oil prices fell on Thursday, erasing some of Wednesday's gains as markets factored in the **** py path to Middle East peace.
The focus remains on the AI trade ahead of SK Hynix's highly anticipated Nasdaq debut on Friday. The South Korean memory giant is set to price its US offering on Thursday, with demand running at seven times the amount of shares available. The IPO comes as investors continue to **** s the recent chip stock sell-off that shook confidence in an AI boom.
2 months ago
Nokia Oyj (NYSE:NOK) is one of the best stocks to buy according to David Greenspan's Slate Path Capital. Slate Path Capital increased its stake in Nokia stock by 7% during Q1 2026, and so the stock accounts for 4.3% of the portfolio. Nokia shares have more than doubled over the past year, and ***** ysts see the shares rising more over the next 12 months.
According to a June 30 press release, Nokia Oyj (NYSE:NOK) has inked a multi-year deal with SAP and Microsoft to modernize its ERP landscape. As part of this deal, Nokia will migrate its ERP portfolio to SAP S/4HANA landscape using the RISE with SAP methodology. The portfolio will be hosted on Microsoft's Azure cloud platform.
With this ERP portfolio migration, Nokia stands to benefit from continuous access to innovation and embedded AI capabilities. The portfolio that Nokia is moving covers data, processes, applications, and operating models.
Since SAP will operate and manage Nokia's ERP environment in the cloud, Nokia will be able to concentrate on business outcomes rather than infrastructure management.
Nokia Oyj (NYSE:NOK) provides hardware and software products used to build and operate network infrastructure. Its technology underpins wireless networks, fiber optic systems, and data center connectivity around the world. This Finnish company has emerged as a global leader in connectivity for the AI era.
According to a June 30 press release, Nokia Oyj (NYSE:NOK) has inked a multi-year deal with SAP and Microsoft to modernize its ERP landscape. As part of this deal, Nokia will migrate its ERP portfolio to SAP S/4HANA landscape using the RISE with SAP methodology. The portfolio will be hosted on Microsoft's Azure cloud platform.
With this ERP portfolio migration, Nokia stands to benefit from continuous access to innovation and embedded AI capabilities. The portfolio that Nokia is moving covers data, processes, applications, and operating models.
Since SAP will operate and manage Nokia's ERP environment in the cloud, Nokia will be able to concentrate on business outcomes rather than infrastructure management.
Nokia Oyj (NYSE:NOK) provides hardware and software products used to build and operate network infrastructure. Its technology underpins wireless networks, fiber optic systems, and data center connectivity around the world. This Finnish company has emerged as a global leader in connectivity for the AI era.
2 months ago
PepsiCo's next earnings report is set to be released Thursday morning following a recent pullback in the soda and snack maker's stock.
Sales and profits are expected to have grown year-over-year, but ******* ysts have said sales in some of Pepsi's segments look to have weakened recently.
PepsiCo is scheduled to post its latest quarterly results ahead of the opening bell Thursday. The food and beverage giant's stock could undergo a sizable swing to finish the week.
Based on current options pricing, PepsiCo (PEP) shares are seen moving as much as 4% in either direction by the end of the week. A move of that size from Monday's close of $143.29 could see shares rise to nearly $149, their highest point in over a month, or fall to below $138, near their lowest point of the year. Pepsi shares fell slightly Monday on a solid day for stocks broadly, with the Dow closing at a new record high.
PepsiCo and fellow household names like Delta Air Lines and Levi Strauss are each set to report earnings this week, kicking off the second-quarter earnings season and providing fresh insights on how American consumers fared in the second quarter.
Sales and profits are expected to have grown year-over-year, but ******* ysts have said sales in some of Pepsi's segments look to have weakened recently.
PepsiCo is scheduled to post its latest quarterly results ahead of the opening bell Thursday. The food and beverage giant's stock could undergo a sizable swing to finish the week.
Based on current options pricing, PepsiCo (PEP) shares are seen moving as much as 4% in either direction by the end of the week. A move of that size from Monday's close of $143.29 could see shares rise to nearly $149, their highest point in over a month, or fall to below $138, near their lowest point of the year. Pepsi shares fell slightly Monday on a solid day for stocks broadly, with the Dow closing at a new record high.
PepsiCo and fellow household names like Delta Air Lines and Levi Strauss are each set to report earnings this week, kicking off the second-quarter earnings season and providing fresh insights on how American consumers fared in the second quarter.
