4 days ago
Suze Orman favors quality dividend-paying stocks over bonds for retirees, arguing rising dividends better protect income from inflation than fixed coupons.
A $500,000 Treasury at 4.96% yields $24,800 annually, but a dividend portfolio growing 6% yearly surpasses that income after roughly nine years.
Retirees with a spending gap should hold five years of that gap in Treasuries, TIPS, or CDs to avoid selling stocks during a downturn.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Suze Orman has spent years nudging retirees toward stocks that pay them. On her podcast episode Suze's Projections for 2026, released January 11, 2026, she described the income approach she prefers: "as time goes on and you are older and you're looking for income, dividend-paying stocks that are good quality, that pay you a good dividend along with some of your money invested purely for growth."
#income #stocks #retirees
A $500,000 Treasury at 4.96% yields $24,800 annually, but a dividend portfolio growing 6% yearly surpasses that income after roughly nine years.
Retirees with a spending gap should hold five years of that gap in Treasuries, TIPS, or CDs to avoid selling stocks during a downturn.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Suze Orman has spent years nudging retirees toward stocks that pay them. On her podcast episode Suze's Projections for 2026, released January 11, 2026, she described the income approach she prefers: "as time goes on and you are older and you're looking for income, dividend-paying stocks that are good quality, that pay you a good dividend along with some of your money invested purely for growth."
#income #stocks #retirees
22 days ago
My husband, who is 59 and an only child, recently inherited $3 million from his father. I'm 57, and we've been married since we were in our 20s. We've always kept most of our money separate, although we split the household bills and own our house together.
He grew up wealthy. His family had a big house, belonged to a country club and paid for his college and graduate school. He's always been comfortable spending money on things I think of as luxuries. My parents were middle-class and worked hard, but they never had much saved.
My brother-in-law convinced his parents to sign over their home and life savings to buy a $3 million compound. Do I intervene?
America's favorite index is misleading investors about the state of the stock market
We both still work. He's a partner at a consulting firm and makes $350,000 a year. I work in healthcare administration and earn $145,000. We have $1.6 million in retirement accounts, a little more than half of which belongs to my husband. We owe $280,000 on our $1.1 million house.
#we 've #husband #only
He grew up wealthy. His family had a big house, belonged to a country club and paid for his college and graduate school. He's always been comfortable spending money on things I think of as luxuries. My parents were middle-class and worked hard, but they never had much saved.
My brother-in-law convinced his parents to sign over their home and life savings to buy a $3 million compound. Do I intervene?
America's favorite index is misleading investors about the state of the stock market
We both still work. He's a partner at a consulting firm and makes $350,000 a year. I work in healthcare administration and earn $145,000. We have $1.6 million in retirement accounts, a little more than half of which belongs to my husband. We owe $280,000 on our $1.1 million house.
#we 've #husband #only
23 days ago
America's older households sit on nearly $140 trillion in wealth, and much of it showed up recently.
Households age 55 and over held around three-quarters of the nation's total net worth in the second quarter of 2026, according to an Oct. 1 report from Bank of America Institute, based on ******* ysis of Federal Reserve data. "With equity markets rising strongly," wrote senior economist David Michael Tinsley, those households have seen "a more than 20% increase in their net worth over the past two years."
That rally has run on AI. The Magnificent Seven accounted for more than half of the S&P 500's gains last year, Fortune reported in April, and Goldman Sachs strategists found technology stocks drove 85% of the index's return through mid-May this year. "AI-driven return has been the single most important structural driver of equity performance," Capgemini's Luca Russignan told Yahoo Finance in June. Boomers own 54% of all U.S. stocks.
That's a lopsided split. Americans 55 and over make up about 31% of the population, according to Census Bureau estimates, but control roughly 75% of its net worth.
The pile gives many older Americans what the institute calls "considerable capacity to spend on travel and other leisure categories." Add their growing share of the population and their extra free time, and they become an increasingly influential market for businesses chasing consumer dollars. The BofA report focused mainly on the economic implications of a growing mass of older consumers, but the generational wealth composition was striking.
#households #institute #according #report
Households age 55 and over held around three-quarters of the nation's total net worth in the second quarter of 2026, according to an Oct. 1 report from Bank of America Institute, based on ******* ysis of Federal Reserve data. "With equity markets rising strongly," wrote senior economist David Michael Tinsley, those households have seen "a more than 20% increase in their net worth over the past two years."
That rally has run on AI. The Magnificent Seven accounted for more than half of the S&P 500's gains last year, Fortune reported in April, and Goldman Sachs strategists found technology stocks drove 85% of the index's return through mid-May this year. "AI-driven return has been the single most important structural driver of equity performance," Capgemini's Luca Russignan told Yahoo Finance in June. Boomers own 54% of all U.S. stocks.
That's a lopsided split. Americans 55 and over make up about 31% of the population, according to Census Bureau estimates, but control roughly 75% of its net worth.
The pile gives many older Americans what the institute calls "considerable capacity to spend on travel and other leisure categories." Add their growing share of the population and their extra free time, and they become an increasingly influential market for businesses chasing consumer dollars. The BofA report focused mainly on the economic implications of a growing mass of older consumers, but the generational wealth composition was striking.
#households #institute #according #report
24 days ago
McDonald's is facing a federal lawsuit that alleges its AI-enhanced pricing tool violates antitrust laws because it shares nonpublic data with franchisees who might be competing in the same market.
The lawsuit, which was filed Friday in Illinois, said McDonald's pricing tool uses artificial intelligence to collect data that competing franchises wouldn't normally share, like store-level sales. The Chicago-based burger giant has said it makes the tool available to U.S. franchisees to help them set prices at their individual restaurants.
The lawsuit also blames the pricing system for raising McDonald's U.S. prices.
"McDonald's has built and for years deployed its own information-sharing pricing platform, which draws on data from its millions of daily transactions to set menu prices across thousands of U.S. restaurants," the lawsuit states. "The result is algorithmic price-fixing aimed at customers who are already stretched thin."
McDonald's said Tuesday that the lawsuit is "filled with inaccuracies" and it would vigorously defend itself.
#restaurants
The lawsuit, which was filed Friday in Illinois, said McDonald's pricing tool uses artificial intelligence to collect data that competing franchises wouldn't normally share, like store-level sales. The Chicago-based burger giant has said it makes the tool available to U.S. franchisees to help them set prices at their individual restaurants.
The lawsuit also blames the pricing system for raising McDonald's U.S. prices.
"McDonald's has built and for years deployed its own information-sharing pricing platform, which draws on data from its millions of daily transactions to set menu prices across thousands of U.S. restaurants," the lawsuit states. "The result is algorithmic price-fixing aimed at customers who are already stretched thin."
McDonald's said Tuesday that the lawsuit is "filled with inaccuracies" and it would vigorously defend itself.
#restaurants
24 days ago
The size of your Social Security check changes the nest egg you need more than any differences between states.
Under the 4% rule, each additional $100 a month in benefits cuts the savings a single retiree needs by about $30,000, regardless of state.
A maximum earner who delays to 70 can cover the average comfortable budget on Social Security alone, with essentially nothing saved—but very few qualify for the maximum benefit.
For a single retiree, your monthly Social Security benefit shapes the savings you need more than your address does—there's no second check to fall back on.
But regional costs of living matter, too. An Investopedia ******* ysis of federal cost and benefit data found that the savings a typical single American age 65 or older needs for a comfortable retirement is about $898,000. The least expensive state, North Dakota, runs about $644,000, while the priciest, New Jersey, costs about $1.02 million—a spread of about $375,000.
#security #check #retiree
Under the 4% rule, each additional $100 a month in benefits cuts the savings a single retiree needs by about $30,000, regardless of state.
A maximum earner who delays to 70 can cover the average comfortable budget on Social Security alone, with essentially nothing saved—but very few qualify for the maximum benefit.
For a single retiree, your monthly Social Security benefit shapes the savings you need more than your address does—there's no second check to fall back on.
But regional costs of living matter, too. An Investopedia ******* ysis of federal cost and benefit data found that the savings a typical single American age 65 or older needs for a comfortable retirement is about $898,000. The least expensive state, North Dakota, runs about $644,000, while the priciest, New Jersey, costs about $1.02 million—a spread of about $375,000.
#security #check #retiree
1 month ago
MACOM Technology Solutions is suddenly giving investors two numbers to think about: its stock has more than doubled over the past year, and its newest optical components push data rates toward another doubling.
asharkyu/Shutterstock.com
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) announced a 3.2-terabit optical chipset on September 17 built around eight 448-Gbps PAM-4 channels. A day later, BMO Capital upgraded the shares to Outperform with a $335 target, arguing that a 36% decline from the May peak had compressed MACOM's forward valuation to roughly 29 times earnings while data-center fundamentals remained intact.
That puts Coherent Corp. (NYSE:COHR) directly in the conversation because both companies supply the optical connectivity needed to keep larger AI clusters fed with data.
MACOM's new platform combines drivers, photodiodes and transimpedance amplifiers for next-generation optical modules. The company says the components are already available, rather than merely a research roadmap.
#data #macom #holdings #NASDAQ
asharkyu/Shutterstock.com
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) announced a 3.2-terabit optical chipset on September 17 built around eight 448-Gbps PAM-4 channels. A day later, BMO Capital upgraded the shares to Outperform with a $335 target, arguing that a 36% decline from the May peak had compressed MACOM's forward valuation to roughly 29 times earnings while data-center fundamentals remained intact.
That puts Coherent Corp. (NYSE:COHR) directly in the conversation because both companies supply the optical connectivity needed to keep larger AI clusters fed with data.
MACOM's new platform combines drivers, photodiodes and transimpedance amplifiers for next-generation optical modules. The company says the components are already available, rather than merely a research roadmap.
#data #macom #holdings #NASDAQ
1 month ago
Toward the end of the lightning round on September 17, a caller asked for Mad Money's host Jim Cramer's thoughts on Iron Mountain Incorporated (NYSE:IRM), and he replied:
It's been an incredible stock. It's a real estate investment trust, basically. And you know, we know that they shred, 3% yield, down 20 points from its high. I think it's a buy.
Iron Mountain Incorporated (NYSE:IRM) operates a highly durable business model centered on physical records management, secure document destruction, and expanding digital infrastructure. In Q2, total revenue reached $2.03 billion, representing an 18.7% increase year-over-year and 16.8% organic growth. The core physical storage business provides reliable cash flow, with storage rental revenue expanding 11.5% year-over-year excluding foreign-exchange effects across a global customer base of 240,000. Adjusted funds from operations grew 17% to $432.7 million, or $1.44 per share.
At the same time, management has channeled capital into scaling higher-growth segments, including digital solutions, ***** et lifecycle management, and data center operations. The data center segment posted 39% revenue growth during the second quarter, securing 110 megawatts in new leases through July and increasing power capacity across major enterprise markets. Operating as a real estate investment trust, the company maintains a quarterly dividend of $0.864 per share, offering shareholders a forward yield of over 3%.
On the other hand, Iron Mountain Incorporated (NYSE:IRM) faces risks inherent to capital-intensive real estate infrastructure expansion. Rapid buildouts of data center power capacity demand substantial capital expenditure, leading to elevated leverage across the balance sheet. Long-term debt, net of the current portion, reached approximately $17.1 billion at the end of the second quarter, increasing sensitivity to interest rate fluctuations and refinancing costs.
#revenue #Growth
It's been an incredible stock. It's a real estate investment trust, basically. And you know, we know that they shred, 3% yield, down 20 points from its high. I think it's a buy.
Iron Mountain Incorporated (NYSE:IRM) operates a highly durable business model centered on physical records management, secure document destruction, and expanding digital infrastructure. In Q2, total revenue reached $2.03 billion, representing an 18.7% increase year-over-year and 16.8% organic growth. The core physical storage business provides reliable cash flow, with storage rental revenue expanding 11.5% year-over-year excluding foreign-exchange effects across a global customer base of 240,000. Adjusted funds from operations grew 17% to $432.7 million, or $1.44 per share.
At the same time, management has channeled capital into scaling higher-growth segments, including digital solutions, ***** et lifecycle management, and data center operations. The data center segment posted 39% revenue growth during the second quarter, securing 110 megawatts in new leases through July and increasing power capacity across major enterprise markets. Operating as a real estate investment trust, the company maintains a quarterly dividend of $0.864 per share, offering shareholders a forward yield of over 3%.
On the other hand, Iron Mountain Incorporated (NYSE:IRM) faces risks inherent to capital-intensive real estate infrastructure expansion. Rapid buildouts of data center power capacity demand substantial capital expenditure, leading to elevated leverage across the balance sheet. Long-term debt, net of the current portion, reached approximately $17.1 billion at the end of the second quarter, increasing sensitivity to interest rate fluctuations and refinancing costs.
#revenue #Growth
1 month ago
GE Vernova Inc. (NYSE:GEV) received a boost on September 16 after CEO Scott Strazik stated that the company's backlog could hit the $200 billion mark "very early" in 2027, sooner than Wall Street had expected. The company expects the "strong and durable demand" to drive accelerated growth after its backlog had reached $167 billion at the end of the second quarter of 2026.
GEV has gained by almost 50% over the last year but is down by more than 14% over the last month, reflecting growing investor concerns surrounding the AI trade. The stock also came under pressure on September 14 when GLJ Research slammed it with a 'Sell' rating and a Street-low price target of $470, describing the company as "a cyclical gas turbine manufacturer priced as a secular compounder".
The update builds on extraordinarily strong momentum for GE Vernova, powered by the incredibly strong demand for its power equipment amid the AI data center boom. The company's backlog of $176 billion at the end of Q2 grew $13 billion from the previous quarter and was up 37% YoY, providing it with visibility into earnings well into the 2030s.
Notably, GE Vernova is translating this demand into financial improvement rather than simply a very large order book. The company's revenue grew by 22% YoY to $11.1 billion in the second quarter, while its free cash flow reached $5.1 billion, already exceeding its full-year 2025 level. Given the high demand, GEV raised its 2026 revenue forecast to $45.5 billion-$46.5 billion, up from its previous range of $44.5 billion-$45.5 billion.
The ongoing AI boom has been a major growth catalyst for GE Vernova, as its data center-related orders exceeded $5 billion in the first half of this year, more than double 2025's total. According to Barron's, power availability has become a key constraint for data center operators, and this strong demand has effectively constrained GEV's turbine capacity, which can support pricing and the value of scarce delivery slots.
#billion #year #data #center
GEV has gained by almost 50% over the last year but is down by more than 14% over the last month, reflecting growing investor concerns surrounding the AI trade. The stock also came under pressure on September 14 when GLJ Research slammed it with a 'Sell' rating and a Street-low price target of $470, describing the company as "a cyclical gas turbine manufacturer priced as a secular compounder".
The update builds on extraordinarily strong momentum for GE Vernova, powered by the incredibly strong demand for its power equipment amid the AI data center boom. The company's backlog of $176 billion at the end of Q2 grew $13 billion from the previous quarter and was up 37% YoY, providing it with visibility into earnings well into the 2030s.
Notably, GE Vernova is translating this demand into financial improvement rather than simply a very large order book. The company's revenue grew by 22% YoY to $11.1 billion in the second quarter, while its free cash flow reached $5.1 billion, already exceeding its full-year 2025 level. Given the high demand, GEV raised its 2026 revenue forecast to $45.5 billion-$46.5 billion, up from its previous range of $44.5 billion-$45.5 billion.
The ongoing AI boom has been a major growth catalyst for GE Vernova, as its data center-related orders exceeded $5 billion in the first half of this year, more than double 2025's total. According to Barron's, power availability has become a key constraint for data center operators, and this strong demand has effectively constrained GEV's turbine capacity, which can support pricing and the value of scarce delivery slots.
#billion #year #data #center
1 month ago
GE Vernova Inc. (NYSE:GEV) is one of Jim Cramer's favorite stocks. Throughout 2025, the CNBC TV host continued to heap praise on the firm. Cramer's praise came at a time when new-age nuclear power and quantum computing stocks were experiencing strong gains. Throughout this period, he continued to **** ert that GE Vernova Inc. (NYSE:GEV) was the only nuclear firm with a stable delivery timeline and the capacity to deliver. In his morning appearance on the 15th, Cramer discussed the recent dip in shares and worries about a slowdown in the AI buildout:
"One company, GE Vernova, which was hit incredibly hard, which actually builds these, was saying they're seeing an order acceleration. So I really doubt the idea there's going to be a decel. Now that stock got hammered yesterday, it's been a horrendous stock since we started getting this political controversy. But again I point out that you just hear no one say anything about pullback."
For GE Vernova Inc. (NYSE:GEV), as perhaps indicated by the share price movement, the narrative is driven by its backlog and overall exposure to AI's power generation demand. On this front, CEO Scott Strazik, another Cramer favorite, outlined during the firm's second quarter earnings that data center orders of $5 billion for H1 2026 had already doubled over the full year 2025 figures. Additionally, during Q2, the firm's total orders touched $24 billion to mark an 88% growth driven by its Power and Electrification segment. As a whole, GE Vernova Inc. (NYSE:GEV)'s Q2 revenue grew by 22% annually, while its overall backlog and electrification backlogs sat at $176 billion and $446 billion.
At the same time, with GE Vernova Inc. (NYSE:GEV) also relying on gas turbines for its business, the debate is also about whether exposure to AI can remove the inherent cyclicality in the business. Additionally, with data centers accounting for 40% of the Electrification business's orders, any slowdown in capex spending by big tech players could generate tailwinds for GE Vernova Inc. (NYSE:GEV). Similarly, while the data center business is booming and the gas generation business remains tied to prices and interest rates, the firm's wind business is a drag and expected to hurt the bottom line throughout 2026.
In Q2, 106 out of the 1,006 funds tracked by Insider Monkey had held a stake in GE Vernova Inc. (NYSE:GEV), which marked a dip over the 118 out of 1,022 funds in Q1. Whether the dip was due to the order mix and AI sentiment or due to profit taking, your guess is as good as ours. On the valuation front, GE Vernova Inc. (NYSE:GEV) trades at a forward P/E ratio of 35, while short interest as a percentage of float is 3.29%.
#vernova #business #throughout #data
"One company, GE Vernova, which was hit incredibly hard, which actually builds these, was saying they're seeing an order acceleration. So I really doubt the idea there's going to be a decel. Now that stock got hammered yesterday, it's been a horrendous stock since we started getting this political controversy. But again I point out that you just hear no one say anything about pullback."
For GE Vernova Inc. (NYSE:GEV), as perhaps indicated by the share price movement, the narrative is driven by its backlog and overall exposure to AI's power generation demand. On this front, CEO Scott Strazik, another Cramer favorite, outlined during the firm's second quarter earnings that data center orders of $5 billion for H1 2026 had already doubled over the full year 2025 figures. Additionally, during Q2, the firm's total orders touched $24 billion to mark an 88% growth driven by its Power and Electrification segment. As a whole, GE Vernova Inc. (NYSE:GEV)'s Q2 revenue grew by 22% annually, while its overall backlog and electrification backlogs sat at $176 billion and $446 billion.
At the same time, with GE Vernova Inc. (NYSE:GEV) also relying on gas turbines for its business, the debate is also about whether exposure to AI can remove the inherent cyclicality in the business. Additionally, with data centers accounting for 40% of the Electrification business's orders, any slowdown in capex spending by big tech players could generate tailwinds for GE Vernova Inc. (NYSE:GEV). Similarly, while the data center business is booming and the gas generation business remains tied to prices and interest rates, the firm's wind business is a drag and expected to hurt the bottom line throughout 2026.
In Q2, 106 out of the 1,006 funds tracked by Insider Monkey had held a stake in GE Vernova Inc. (NYSE:GEV), which marked a dip over the 118 out of 1,022 funds in Q1. Whether the dip was due to the order mix and AI sentiment or due to profit taking, your guess is as good as ours. On the valuation front, GE Vernova Inc. (NYSE:GEV) trades at a forward P/E ratio of 35, while short interest as a percentage of float is 3.29%.
#vernova #business #throughout #data
1 month ago
On September 16, IDEXX Laboratories (NASDAQ:IDXX) announced it had bought CoVetAI, a fast-growing veterinary software company whose tool listens during appointments and organizes what gets said and done. It sounds like a productivity gadget. But IDEXX is pitching it as a way to put the right patient details in front of a vet at the moment they decide what to test. The price was not disclosed, so the strategy is the story.
Start with the customer base IDEXX already has. More than 10,000 clinics worldwide run on its cloud practice software, and CoVet will plug into that system, including a link to IDEXX VetConnect PLUS. That hands a new product a ready audience. CoVet also works with practice systems IDEXX does not make, and IDEXX plans to keep supporting rival scribes, so the tool can reach clinics and regions the company does not serve today.
Then there is the engine this could feed. On August 4, IDEXX reported second-quarter revenue growth of 10%, and its recurring diagnostics business grew 11%, powered by higher volumes. That says vets are already running more tests, which is the behavior a smarter workflow tool is meant to encourage. The company also placed more than 1,600 inVue Dx ****** yzers in the quarter, lifting the installed base past 9,000, and it counts that instrument among its AI-driven products. Software and hardware are pointing in the same direction.
The biggest problem is what we can't see. Without deal terms, there is no way to judge what IDEXX paid or how much CoVet matters to earnings. And the company describes the payoff in future tense, saying these capabilities can raise diagnostic use over time. That is a hope, not a result yet. CoVet's openness to other systems cuts both ways too. It widens reach, but it also means a clinic can use CoVet without going deeper into IDEXX's ecosystem.
The second quarter also needs a careful read. Earnings per share rose 18%, but that included tax benefits from stock-based pay and a currency boost, and growth on a comparable basis was 15%. Some of the gain, in other words, did not come from selling more to vets. IDEXX also says it is spending more on commercial and innovation priorities, so its higher full-year earnings outlook comes with added costs attached.
#company #software #earnings #already
Start with the customer base IDEXX already has. More than 10,000 clinics worldwide run on its cloud practice software, and CoVet will plug into that system, including a link to IDEXX VetConnect PLUS. That hands a new product a ready audience. CoVet also works with practice systems IDEXX does not make, and IDEXX plans to keep supporting rival scribes, so the tool can reach clinics and regions the company does not serve today.
Then there is the engine this could feed. On August 4, IDEXX reported second-quarter revenue growth of 10%, and its recurring diagnostics business grew 11%, powered by higher volumes. That says vets are already running more tests, which is the behavior a smarter workflow tool is meant to encourage. The company also placed more than 1,600 inVue Dx ****** yzers in the quarter, lifting the installed base past 9,000, and it counts that instrument among its AI-driven products. Software and hardware are pointing in the same direction.
The biggest problem is what we can't see. Without deal terms, there is no way to judge what IDEXX paid or how much CoVet matters to earnings. And the company describes the payoff in future tense, saying these capabilities can raise diagnostic use over time. That is a hope, not a result yet. CoVet's openness to other systems cuts both ways too. It widens reach, but it also means a clinic can use CoVet without going deeper into IDEXX's ecosystem.
The second quarter also needs a careful read. Earnings per share rose 18%, but that included tax benefits from stock-based pay and a currency boost, and growth on a comparable basis was 15%. Some of the gain, in other words, did not come from selling more to vets. IDEXX also says it is spending more on commercial and innovation priorities, so its higher full-year earnings outlook comes with added costs attached.
#company #software #earnings #already
1 month ago
Sunny, low-tax states like Florida, South Carolina and Nevada have become a magnet for U.S. retirees, with Florida alone placing four cities in the top 10 WalletHub's Best Places to Retir survey. Scottsdale, Arizona and Las Vegas, Nevada also placed in the top 12 slots in the survey.
Relocation and family finance experts say retirees are drawn to sunnier, usually southern U.S. locales not only due to the warmer climate, but for a lower, or no, tax-rate. Now, data is showing that many retirees are finding their new states bring countering cost of living issues to the buffet table, most notably homeowners ****** ociation fees and sky-high home insurance rates.
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
#retirees #nevada #sunny
Relocation and family finance experts say retirees are drawn to sunnier, usually southern U.S. locales not only due to the warmer climate, but for a lower, or no, tax-rate. Now, data is showing that many retirees are finding their new states bring countering cost of living issues to the buffet table, most notably homeowners ****** ociation fees and sky-high home insurance rates.
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
#retirees #nevada #sunny
1 month ago
Space Exploration Technologies Corp. (NASDAQ:SPCX) is increasingly confident it can reach a $100 billion annual revenue run rate by year-end. The company's CFO said there is now "even more conviction" around the target. A new AI hosting agreement worth $13 billion on an annualized basis adds significant support to that outlook and reflects how quickly ***** eX's compute business is scaling. But the financial picture behind that growth is less straightforward. The same AI division that management is relying on to help reach that target posted a $1.3 billion loss in the latest quarter alone. The loss wiped out what would have otherwise been a profitable quarter, while the company generated roughly negative $25 billion in free cash flow during the first half of 2026.
CFO Bret Johnsen said ***** eX has "even more conviction" that it can reach a $100 billion annual revenue run rate. The outlook is supported by a newly signed AI hosting agreement worth $1.11 billion per month beginning in December, or roughly $13 billion on an annualized basis. The company plans to end the year with a little over 2 gigawatts of terrestrial AI-computing capacity and scale to between 5 and 10 gigawatts in 2027. Orbital computing remains a longer-term option for overcoming power constraints. Its current agreements include a $6.7 billion cloud-services contract that is scheduled to ramp up in October. Existing arrangements with Google and Anthropic are worth more than $2 billion per month combined. Reaching the $100 billion target would require monthly revenue to more than triple from second-quarter's pace.
SpaceX's rocket and Starlink businesses generated roughly $1.1 billion in combined operating income in the second quarter. But the AI division's $1.3 billion loss more than wiped out that profit. The company also generated roughly negative $25 billion in free cash flow during the first half of 2026. The stock declined more than 5% after the second-quarter results despite a revenue beat.
The AI contract pipeline is clearly expanding and gaining momentum. However, the $100 billion target is a revenue run-rate measure rather than a profitability target. At the same time, the division driving this expansion remains the company's largest contributor to both both operating losses and capital spending, making the growth opportunity financially costly for now.
SpaceX had 119 hedge funds among its institutional holders at the end of the second quarter of fiscal 2026. Meanwhile, short interest stood at just 2.76% of float as of August 31, 2026. The ownership and the short interest figures show that institutional sentiment remains broadly constructive and toward the company's long-term outlook.
#roughly
CFO Bret Johnsen said ***** eX has "even more conviction" that it can reach a $100 billion annual revenue run rate. The outlook is supported by a newly signed AI hosting agreement worth $1.11 billion per month beginning in December, or roughly $13 billion on an annualized basis. The company plans to end the year with a little over 2 gigawatts of terrestrial AI-computing capacity and scale to between 5 and 10 gigawatts in 2027. Orbital computing remains a longer-term option for overcoming power constraints. Its current agreements include a $6.7 billion cloud-services contract that is scheduled to ramp up in October. Existing arrangements with Google and Anthropic are worth more than $2 billion per month combined. Reaching the $100 billion target would require monthly revenue to more than triple from second-quarter's pace.
SpaceX's rocket and Starlink businesses generated roughly $1.1 billion in combined operating income in the second quarter. But the AI division's $1.3 billion loss more than wiped out that profit. The company also generated roughly negative $25 billion in free cash flow during the first half of 2026. The stock declined more than 5% after the second-quarter results despite a revenue beat.
The AI contract pipeline is clearly expanding and gaining momentum. However, the $100 billion target is a revenue run-rate measure rather than a profitability target. At the same time, the division driving this expansion remains the company's largest contributor to both both operating losses and capital spending, making the growth opportunity financially costly for now.
SpaceX had 119 hedge funds among its institutional holders at the end of the second quarter of fiscal 2026. Meanwhile, short interest stood at just 2.76% of float as of August 31, 2026. The ownership and the short interest figures show that institutional sentiment remains broadly constructive and toward the company's long-term outlook.
#roughly
1 month ago
With a market cap of $48 billion, Entergy Corporation (ETR) is an energy company that generates, transmits, and distributes electricity to millions of customers across Arkansas, Louisiana, Mississippi, and Texas. The company focuses on providing reliable and affordable energy while investing in a more resilient and cleaner energy system through natural gas, nuclear, and renewable generation.
Companies valued at $10 billion or more are generally considered "large-cap" stocks, and Entergy fits this criterion perfectly. Entergy also contributes to the communities it serves through philanthropy, volunteerism, and advocacy, reinforcing its commitment to sustainability and corporate citizenship.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The Case for Selling CrowdStrike Stock
Dear Tesla Stock Fans, Mark Your Calendars for October 1
#energy #company
Companies valued at $10 billion or more are generally considered "large-cap" stocks, and Entergy fits this criterion perfectly. Entergy also contributes to the communities it serves through philanthropy, volunteerism, and advocacy, reinforcing its commitment to sustainability and corporate citizenship.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The Case for Selling CrowdStrike Stock
Dear Tesla Stock Fans, Mark Your Calendars for October 1
#energy #company
1 month ago
When it comes to retirement plans, many couples aren't on the same page. Just 43% of married couples agree on what retirement looks like for them. Unfortunately, this is a big problem, as close to half of all married Americans feel financially dependent on their spouses.
If you need your spouse's financial contributions to live out your dreams for your later years, but you don't agree on what preparing for retirement looks like, this can create conflict. That's especially true if one spouse feels like the other may be putting their plans at risk.
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
#americans #plans #couples #looks
If you need your spouse's financial contributions to live out your dreams for your later years, but you don't agree on what preparing for retirement looks like, this can create conflict. That's especially true if one spouse feels like the other may be putting their plans at risk.
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
#americans #plans #couples #looks
2 months ago
Markets converge Wednesday on Federal Reserve's critical September rate decision at 2:00pm. Fed Chair Kevin Warsh's press conference at 2:30pm will establish policy direction amid rate hike speculation. August retail sales at 8:30am precede the Fed decision providing consumer spending context. Thursday's Philadelphia Fed Manufacturing Index and jobless claims complete economic **** sment. Oil price volatility and elevated bond yields continue pressuring equity valuations. The week's convergence of retail data, Fed decision, and employment indicators establishes market trajectory heading into final quarter.
Here are 5 things to watch this week in the Market.
Dear **** eX Stock Fans, Mark Your Calendars for September 21
How to Play IBM Stock as It Teams Up with NASA to Launch a New Open-Source Model
GF Securities Says NAND Prices May Stabilize Later This Year. What This Means for Sandisk Stock.
#Stock
Here are 5 things to watch this week in the Market.
Dear **** eX Stock Fans, Mark Your Calendars for September 21
How to Play IBM Stock as It Teams Up with NASA to Launch a New Open-Source Model
GF Securities Says NAND Prices May Stabilize Later This Year. What This Means for Sandisk Stock.
#Stock
2 months ago
Dow Jones futures will open Sunday evening, along with S&P 500 futures and Nasdaq futures. Iran-related news will be focus over the weekend. The Federal Reserve meeting will take center stage this coming week, with markets largely pricing in an interest rate hike on Sept. 16.
The stock market lost ground this past week as Treasury yields and oil prices surged, but rebounded Friday following the CPI inflation report. The S&P 500 and Nasdaq in particular made bullish technical moves.
Apple (AAPL), Moderna (MRNA), NetApp (NTAP) and Arista Networks (ANET) flashed buy signals heading into the weekend, with many others setting up.
Investors can make buys, but the market remains rangebound and ****** e to rapid sector rotation.
Apple stock is on SwingTrader. Arista Networks and NetApp stock are on the IBD 50. Apple stock and NetApp are on the IBD Big Cap 20. Arista stock is on IBD Sector Leaders.
#NASDAQ #sector #weekend
The stock market lost ground this past week as Treasury yields and oil prices surged, but rebounded Friday following the CPI inflation report. The S&P 500 and Nasdaq in particular made bullish technical moves.
Apple (AAPL), Moderna (MRNA), NetApp (NTAP) and Arista Networks (ANET) flashed buy signals heading into the weekend, with many others setting up.
Investors can make buys, but the market remains rangebound and ****** e to rapid sector rotation.
Apple stock is on SwingTrader. Arista Networks and NetApp stock are on the IBD 50. Apple stock and NetApp are on the IBD Big Cap 20. Arista stock is on IBD Sector Leaders.
#NASDAQ #sector #weekend
2 months ago
Dire warnings on AI from the CEOs of Anthropic (ANTH.PVT) and OpenAI (OPAI.PVT) could weigh especially heavily on the business of CoreWeave if the tech is reined in.
"The most exposed name in our coverage is CoreWeave," Bernstein ******* yst Madison Rezaei wrote in a note on Monday. "We estimate that 25% of their existing active U.S. power, with an additional ~74% of their contracted power, is situated in Tier 3 and Tier 4 markets. The backlog is primarily comprised of take-or-pay contracts, so we do not anticipate a threat there, but could see a pullback in demand for the contracted, not-yet-sold rural power if training development slows."
CoreWeave shares fell nearly 7% in premarket trading, one of the worst slides in the AI stock patch on the fresh CEO warnings.
Within the course of two days, AI ******* ans at Anthropic (ANTH.PVT), CEO Dario Amodei, and OpenAI (OPAI.PVT), CEO Sam Altman, have managed to scare the ******* out of the human race with the powerful technology they created and pushed their teams full of pioneering super-coders to supercharge.
"Over the last few months, I have become convinced that fully addressing the risks requires even more prudence — not just investing in risk prevention, but pacing the rate of capabilities advancement so that risk prevention has time to keep up," Amodei stated in a 3,800-word essay on Saturday. "We must slow the pace at which we improve the capabilities of A.I. models. Progress will still seem fast, and we must make wise use of the time we gain."
#power #anth #openai #warnings
"The most exposed name in our coverage is CoreWeave," Bernstein ******* yst Madison Rezaei wrote in a note on Monday. "We estimate that 25% of their existing active U.S. power, with an additional ~74% of their contracted power, is situated in Tier 3 and Tier 4 markets. The backlog is primarily comprised of take-or-pay contracts, so we do not anticipate a threat there, but could see a pullback in demand for the contracted, not-yet-sold rural power if training development slows."
CoreWeave shares fell nearly 7% in premarket trading, one of the worst slides in the AI stock patch on the fresh CEO warnings.
Within the course of two days, AI ******* ans at Anthropic (ANTH.PVT), CEO Dario Amodei, and OpenAI (OPAI.PVT), CEO Sam Altman, have managed to scare the ******* out of the human race with the powerful technology they created and pushed their teams full of pioneering super-coders to supercharge.
"Over the last few months, I have become convinced that fully addressing the risks requires even more prudence — not just investing in risk prevention, but pacing the rate of capabilities advancement so that risk prevention has time to keep up," Amodei stated in a 3,800-word essay on Saturday. "We must slow the pace at which we improve the capabilities of A.I. models. Progress will still seem fast, and we must make wise use of the time we gain."
#power #anth #openai #warnings
2 months ago
GE Aerospace (NYSE:GE) is making its largest acquisition since becoming a standalone publicly traded company. It agreed to acquire Consolidated Precision Products (CPP) for around $12 billion.
CPP is one of the world's largest precision castings providers. It's a major GE supplier. Precision castings is a major pressure point for the aerospace engines industry. Acquiring CPP would give GE Aerospace greater control over a critical part of its engine supply chain.
And the deal could strengthen GE's ability to meet demand already sitting in its backlog. But the investment case depends on whether additional production capacity generates enough free cash flow to justify the deal's premium price.
rommma/Shutterstock.com
Engine manufacturers like GE Aerospace (NYSE:GE) are struggling to keep pace with surging demand due to supply chain constraints. CPP is a major supplier of precision castings for GE's LEAP and GEnx engines. GE plans to raise CPP's output. It would do that by improving factory yields and machine use. With the CPP deal, GE also sees a path to accelerate production of new engine technologies.
#NYSE #largest #engines #supply
CPP is one of the world's largest precision castings providers. It's a major GE supplier. Precision castings is a major pressure point for the aerospace engines industry. Acquiring CPP would give GE Aerospace greater control over a critical part of its engine supply chain.
And the deal could strengthen GE's ability to meet demand already sitting in its backlog. But the investment case depends on whether additional production capacity generates enough free cash flow to justify the deal's premium price.
rommma/Shutterstock.com
Engine manufacturers like GE Aerospace (NYSE:GE) are struggling to keep pace with surging demand due to supply chain constraints. CPP is a major supplier of precision castings for GE's LEAP and GEnx engines. GE plans to raise CPP's output. It would do that by improving factory yields and machine use. With the CPP deal, GE also sees a path to accelerate production of new engine technologies.
#NYSE #largest #engines #supply
2 months ago
Royalty Pharma plc (NASDAQ:RPRX) disclosed that pelacarsen failed the Phase 3 Lp(a)HORIZON cardiovascular-outcomes trial conducted by Novartis AG (NYSE:NVS). The randomized, double-blind study enrolled 8,323 patients with elevated lipoprotein(a), or Lp(a), and established cardiovascular disease.
Pelacarsen lowered Lp(a), but the study did not meet its primary endpoint of reducing cardiovascular events compared with placebo in the overall population. The endpoint combined cardiovascular death, nonfatal heart attack, nonfatal stroke, and urgent coronary revascularization requiring hospitalization. Complete results have not yet been presented.
Royalty Pharma plc (NASDAQ:RPRX) provided Ionis Pharmaceuticals, Inc. (NASDAQ:IONS) with $500 million in January 2023. The transaction allocated $150 million to pelacarsen royalties and $350 million to Spinraza royalties. The clinical failure shifts the financial focus from uncertain pelacarsen upside to recovery through Spinraza.
Royalty Pharma plc (NASDAQ:RPRX) acquired 25% of the Spinraza royalties received by Ionis Pharmaceuticals, Inc. (NASDAQ:IONS) through 2027. That share increases to 45% in 2028 on Spinraza annual sales of up to $1.5 billion.
Following the HORIZON result, the Spinraza interest will revert after aggregate payments to Royalty Pharma plc (NASDAQ:RPRX) reach $550 million, equal to 1.1 times the original funding. Management expects the structure to recover the entire investment and generate a modest positive return despite the clinical failure.
#royalty #pharma #cardiovascular #horizon
Pelacarsen lowered Lp(a), but the study did not meet its primary endpoint of reducing cardiovascular events compared with placebo in the overall population. The endpoint combined cardiovascular death, nonfatal heart attack, nonfatal stroke, and urgent coronary revascularization requiring hospitalization. Complete results have not yet been presented.
Royalty Pharma plc (NASDAQ:RPRX) provided Ionis Pharmaceuticals, Inc. (NASDAQ:IONS) with $500 million in January 2023. The transaction allocated $150 million to pelacarsen royalties and $350 million to Spinraza royalties. The clinical failure shifts the financial focus from uncertain pelacarsen upside to recovery through Spinraza.
Royalty Pharma plc (NASDAQ:RPRX) acquired 25% of the Spinraza royalties received by Ionis Pharmaceuticals, Inc. (NASDAQ:IONS) through 2027. That share increases to 45% in 2028 on Spinraza annual sales of up to $1.5 billion.
Following the HORIZON result, the Spinraza interest will revert after aggregate payments to Royalty Pharma plc (NASDAQ:RPRX) reach $550 million, equal to 1.1 times the original funding. Management expects the structure to recover the entire investment and generate a modest positive return despite the clinical failure.
#royalty #pharma #cardiovascular #horizon
2 months ago
The U.S. dollar remains flat amid higher treasury yields driven by soaring energy costs. With Brent crude topping $100, worries of inflation across the globe are coming back, with the U.S. 10-year yield climbing to a 2023 high. That said, the dollar has remained unchanged, demonstrating lack of interest from investors to add long positions before the release of the upcoming US inflation data and next week's FOMC meeting.
The U.S. data on tap to influence markets is the Producer Price Index (PPI) today and Consumer Price Index (CPI) on Friday. The market currently puts odds at around 60% that the Fed may hike at its next meeting on Wednesday, following strong labor market data and increased energy shock. The energy crisis may also bring inflation concerns to investors, while the data may be weaker and may even lead market ****** ysts to turn less hawkish.
The euro zone also remains front and center. The ECB is going to hike rates by 25 bps today and mail the deposit rate at 2.50%. The consensus in the market is that the ECB will not hike again this year. Euro zone inflation was at 3.3% in August, and pressure on energy prices is building, with Deutsche Bank calling for a December rate hike.
Sterling remains subdued. The Bank of England is more cautious than its peers. There is a high consensus in the market that the BoE will hold rates on September 17. 57 of the economists polled in the REUTERS survey expect the BoE to hold for the remainder of the year. Energy concerns are high, and wage and price inflation are still muted.
As indicated in the chart, tightening by the ECB contrasts with the Fed's data dependency and the BoE's wait-and-see approach.
#energy #inflation #hike #remains
The U.S. data on tap to influence markets is the Producer Price Index (PPI) today and Consumer Price Index (CPI) on Friday. The market currently puts odds at around 60% that the Fed may hike at its next meeting on Wednesday, following strong labor market data and increased energy shock. The energy crisis may also bring inflation concerns to investors, while the data may be weaker and may even lead market ****** ysts to turn less hawkish.
The euro zone also remains front and center. The ECB is going to hike rates by 25 bps today and mail the deposit rate at 2.50%. The consensus in the market is that the ECB will not hike again this year. Euro zone inflation was at 3.3% in August, and pressure on energy prices is building, with Deutsche Bank calling for a December rate hike.
Sterling remains subdued. The Bank of England is more cautious than its peers. There is a high consensus in the market that the BoE will hold rates on September 17. 57 of the economists polled in the REUTERS survey expect the BoE to hold for the remainder of the year. Energy concerns are high, and wage and price inflation are still muted.
As indicated in the chart, tightening by the ECB contrasts with the Fed's data dependency and the BoE's wait-and-see approach.
#energy #inflation #hike #remains
2 months ago
Vertiv Holdings (VRT) bounced off its 200-day moving average last week and then crossed above the 50-day moving average on Tuesday. **** ysts are bullish on Vertiv stock with an average price target of 336 a share. However, Wednesday morning saw the stock pulling back below its 50-day line. Can it hold recent support?
When it comes to options, we normally look at short-term trades — anywhere from one week to one month. Today, we will look at a slightly longer-term bull put spread.
Longer-term option trades tend to move a little slower than shorter-term trades. That allows more time to adjust or close, but also means a lower annualized return.
As a reminder, a bull put spread is a defined-risk strategy, so you always know the worst-case scenario in advance. This type of trade will profit if Vertiv stock trades sideways or higher, and even sometimes if it trades slightly lower.
With Vertiv trading around 270, if we use the Dec. 18 expiration, we can sell a 230 put and buy a 220 put to set up the bull put spread. That spread is trading around $3.20 a share.
#trades #week
When it comes to options, we normally look at short-term trades — anywhere from one week to one month. Today, we will look at a slightly longer-term bull put spread.
Longer-term option trades tend to move a little slower than shorter-term trades. That allows more time to adjust or close, but also means a lower annualized return.
As a reminder, a bull put spread is a defined-risk strategy, so you always know the worst-case scenario in advance. This type of trade will profit if Vertiv stock trades sideways or higher, and even sometimes if it trades slightly lower.
With Vertiv trading around 270, if we use the Dec. 18 expiration, we can sell a 230 put and buy a 220 put to set up the bull put spread. That spread is trading around $3.20 a share.
#trades #week
2 months ago
An independent energy development company and a long-time manufacturer of wood products have signed an agreement to develop geothermal projects in Washington and Oregon.Hexagon Energy and Weyerhaeuser Co. on September 10 said they have closed a deal covering that could provide an estimated 3 GW of geothermal power generation capacity in the Pacific Northwest. The land is part of Weyerhaeuser's portfolio of holdings. The company is one of the largest private owners of timberland in North America."Geothermal energy represents an emerging opportunity to provide clean and reliable, around-the-clock power, and our ownership presents a unique platform to evaluate that potential in the Pacific Northwest," said Kendall Fountain, vice president of Energy and Natural Resources for Weyerhaeuser. "This agreement supports the continued growth of our Climate Solutions business while aligning with our commitment to responsible land stewardship, sustainability and long-term value creation."
Hexagon Energy under the agreement will develop geothermal projects on Weyerhaeuser's landholdings in the two states. Hexagon said it has leased geothermal rights on about 145,000 acres across Washington and Oregon."We are excited to partner with Weyerhaeuser to develop this significant geothermal resource and bring abundant, clean, baseload energy to the Pacific Northwest." said Matthew Hantzmon, CEO of Hexagon Energy. "Our team is grateful that Weyerhaeuser entrusted us to unlock this valuable ***** et for them."
Read more about Hexagon Energy's work in this feature article in POWER, "Meet the Tools Helping Power Companies Separate Threats from Noise". To learn more about geothermal projects and trends worldwide, check out this geothermal article archive at powermag.com.
The companies on Thursday noted that their collaboration is concurrent with a rise in demand for geothermal energy, as part of an industry-wide push for more baseload, carbon-free power during a period of an increased need for electricity. Demand from artificial intelligence and data centers, among other power users, has driven a rise in projects utilizing both renewable and thermal energy.Hexagon Energy, headquartered in Charlottesville, Virginia, develops utility-scale wind, solar, standalone storage, and geothermal energy project across the U.S. The company has said its work covers the full spectrum of development and finance, including market ***** ysis, environmental diligence, site control, transmission ***** ysis, community engagement, state and local permitting, engineering, and financial modeling. Hexagon has developed and financed more than 3 GW of power generation capacity for U.S. electric utilities, representing more than $4.5 billion in investment. The company's current pipeline includes more than 10 GW of power under active development.Weyerhaeuser Co., based in Seattle, Washington, is among the world's largest private owners of timberlands. The company began operations in 1900 and today o
Hexagon Energy under the agreement will develop geothermal projects on Weyerhaeuser's landholdings in the two states. Hexagon said it has leased geothermal rights on about 145,000 acres across Washington and Oregon."We are excited to partner with Weyerhaeuser to develop this significant geothermal resource and bring abundant, clean, baseload energy to the Pacific Northwest." said Matthew Hantzmon, CEO of Hexagon Energy. "Our team is grateful that Weyerhaeuser entrusted us to unlock this valuable ***** et for them."
Read more about Hexagon Energy's work in this feature article in POWER, "Meet the Tools Helping Power Companies Separate Threats from Noise". To learn more about geothermal projects and trends worldwide, check out this geothermal article archive at powermag.com.
The companies on Thursday noted that their collaboration is concurrent with a rise in demand for geothermal energy, as part of an industry-wide push for more baseload, carbon-free power during a period of an increased need for electricity. Demand from artificial intelligence and data centers, among other power users, has driven a rise in projects utilizing both renewable and thermal energy.Hexagon Energy, headquartered in Charlottesville, Virginia, develops utility-scale wind, solar, standalone storage, and geothermal energy project across the U.S. The company has said its work covers the full spectrum of development and finance, including market ***** ysis, environmental diligence, site control, transmission ***** ysis, community engagement, state and local permitting, engineering, and financial modeling. Hexagon has developed and financed more than 3 GW of power generation capacity for U.S. electric utilities, representing more than $4.5 billion in investment. The company's current pipeline includes more than 10 GW of power under active development.Weyerhaeuser Co., based in Seattle, Washington, is among the world's largest private owners of timberlands. The company began operations in 1900 and today o
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2 months ago
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Social Security is the retirement income lifeline for millions of Americans and garners its share of confusing headlines. From the full retirement age and cost-of-living adjustment to the rules for claiming benefits while still working, here is what's expected to change in 2027.
A common concern among those planning for retirement is an ever-increasing Social Security "full retirement age."
Geoffrey Schmidt, a certified public accountant and founder of Holy Schmidt!, a retirement education resource, told Yahoo Finance that many seniors ******* ume the full retirement age keeps climbing.
"It doesn't. It has finished its long, slow climb to 67. Anyone born in 1960 or later has a full retirement age of exactly 67, and that group reaches it in 2027," Schmidt said. "Under current law, it does not go any higher. So if you've been worried they'll keep moving the goalposts on you, at least on the retirement age, that increase is over."
#security
Social Security is the retirement income lifeline for millions of Americans and garners its share of confusing headlines. From the full retirement age and cost-of-living adjustment to the rules for claiming benefits while still working, here is what's expected to change in 2027.
A common concern among those planning for retirement is an ever-increasing Social Security "full retirement age."
Geoffrey Schmidt, a certified public accountant and founder of Holy Schmidt!, a retirement education resource, told Yahoo Finance that many seniors ******* ume the full retirement age keeps climbing.
"It doesn't. It has finished its long, slow climb to 67. Anyone born in 1960 or later has a full retirement age of exactly 67, and that group reaches it in 2027," Schmidt said. "Under current law, it does not go any higher. So if you've been worried they'll keep moving the goalposts on you, at least on the retirement age, that increase is over."
#security
2 months ago
Institutional investors are beginning to allocate capital to "evergreen" private market funds that Blackstone Inc. (NYSE:BX) and KKR & Co. Inc. (NYSE:KKR) originally built for wealthy individuals, the Financial Times reported.
Evergreen funds let investors access capital at set intervals rather than locking it up for a decade-long private equity fund life. Blackstone's wealth business has seen institutions begin allocating to its evergreen products, though they currently make up "only a small proportion of the capital raised," said Joan Solotar, who leads that business. KKR has separately raised the share of deals its evergreen K-Series funds can take from a longstanding 7.5% cap to as much as 20% in some cases, the FT reported.
Institutional investors are validating years of investment by Blackstone Inc. (NYSE:BX) and KKR & Co. Inc. (NYSE:KKR) in wealth-focused products. Both firms, along with Apollo, have expanded evergreen vehicles for individual investors, and institutions now choosing these funds provide another source of sophisticated capital for the products. That adoption could help Blackstone and KKR expand their wealth-management businesses beyond traditional individual investors.
KKR's renegotiated deal-allocation terms provide another sign of growing demand for its evergreen funds. KKR & Co. Inc. (NYSE:KKR) increased the co-investment cap for its K-Series funds from 7.5% to as much as 20% in vehicles such as its $8 billion European Fund VI. The larger allocation gives KKR's wealth-focused funds access to more investment opportunities and could help the company grow ****** ets and fee revenue from this channel.
Evergreen structures solve a current problem for institutional investors, not just individuals. Many institutions have grown more cautious about committing to traditional private equity as managers have struggled to exit investments and return capital. Evergreen funds' greater liquidity gives institutions an alternative way to stay invested without that same lockup risk.
#investors #capital #institutions #private
Evergreen funds let investors access capital at set intervals rather than locking it up for a decade-long private equity fund life. Blackstone's wealth business has seen institutions begin allocating to its evergreen products, though they currently make up "only a small proportion of the capital raised," said Joan Solotar, who leads that business. KKR has separately raised the share of deals its evergreen K-Series funds can take from a longstanding 7.5% cap to as much as 20% in some cases, the FT reported.
Institutional investors are validating years of investment by Blackstone Inc. (NYSE:BX) and KKR & Co. Inc. (NYSE:KKR) in wealth-focused products. Both firms, along with Apollo, have expanded evergreen vehicles for individual investors, and institutions now choosing these funds provide another source of sophisticated capital for the products. That adoption could help Blackstone and KKR expand their wealth-management businesses beyond traditional individual investors.
KKR's renegotiated deal-allocation terms provide another sign of growing demand for its evergreen funds. KKR & Co. Inc. (NYSE:KKR) increased the co-investment cap for its K-Series funds from 7.5% to as much as 20% in vehicles such as its $8 billion European Fund VI. The larger allocation gives KKR's wealth-focused funds access to more investment opportunities and could help the company grow ****** ets and fee revenue from this channel.
Evergreen structures solve a current problem for institutional investors, not just individuals. Many institutions have grown more cautious about committing to traditional private equity as managers have struggled to exit investments and return capital. Evergreen funds' greater liquidity gives institutions an alternative way to stay invested without that same lockup risk.
#investors #capital #institutions #private
2 months ago
On August 6, Xponential Fitness (NYSE:XPOF) reported results for the second quarter ended June 30, and the numbers came in well short of where the boutique-fitness franchisor wanted to be. Revenue fell 13% year over year to $66 million, and the company swung to a net loss of $4.8 million after posting net income in the same period last year. CEO Mike Nuzzo said the quarter came in "below expectations." The bigger story sits in the outlook section, where the company trimmed nearly every full-year target it had set.
Despite the weak headline numbers, Xponential kept adding to its network. The company opened 67 gross new studios and sold 53 franchise licenses during the quarter, a sign that franchisee demand for its brands hasn't disappeared. North America system-wide sales held essentially flat at $437.3 million, which means new locations are offsetting some of the softness at existing studios rather than the whole system contracting. Even after cutting its 2026 targets, the company still expects to open roughly 150 net new studios for the year and generate North America system-wide sales of $1.7 billion to $1.75 billion. Full-year adjusted EBITDA guidance, while lowered, still points to $91 million to $97 million, meaning the business is still projected to be solidly profitable on that measure.
The details underneath the topline number are worse than the revenue decline alone suggests. North America same-store sales fell 6.8%, a sharp reversal from 2.4% growth in the same period a year earlier, and the quarterly run-rate average unit volume dropped to $659,000 from $686,000. Franchise revenue slipped 3% to $44 million on that same-store weakness plus brand divestitures completed in 2025, while equipment revenue dropped 26% to $7.1 million as fewer studio openings and license sales meant fewer installations. Merchandise revenue nearly vanished, falling 90% to $0.5 million as the company shifted from an in-house wholesale model to an outsourced retail arrangement, a transition it admitted came with its own challenges.
Costs moved the wrong direction too, with selling, general and administrative expenses up 33% to $32 million on higher legal expenses, and marketing fund expenses up 29% to $11.4 million. Adjusted EBITDA fell 22% to $21.9 million, and adjusted net income collapsed to $0.8 million from $14.5 million a year earlier. The balance sheet adds another concern, with just $25 million in cash, cash equivalents, and restricted cash against $522.4 million in total long-term debt, and $25.7 million in cash used in operating activities during the quarter. Management responded by cutting full-year revenue guidance to $250 million to $260 million, a 19% decline at the midpoint from 2025 and down from a prior forecast of $260 million to $270 million.
#million #quarter #north #sales
Despite the weak headline numbers, Xponential kept adding to its network. The company opened 67 gross new studios and sold 53 franchise licenses during the quarter, a sign that franchisee demand for its brands hasn't disappeared. North America system-wide sales held essentially flat at $437.3 million, which means new locations are offsetting some of the softness at existing studios rather than the whole system contracting. Even after cutting its 2026 targets, the company still expects to open roughly 150 net new studios for the year and generate North America system-wide sales of $1.7 billion to $1.75 billion. Full-year adjusted EBITDA guidance, while lowered, still points to $91 million to $97 million, meaning the business is still projected to be solidly profitable on that measure.
The details underneath the topline number are worse than the revenue decline alone suggests. North America same-store sales fell 6.8%, a sharp reversal from 2.4% growth in the same period a year earlier, and the quarterly run-rate average unit volume dropped to $659,000 from $686,000. Franchise revenue slipped 3% to $44 million on that same-store weakness plus brand divestitures completed in 2025, while equipment revenue dropped 26% to $7.1 million as fewer studio openings and license sales meant fewer installations. Merchandise revenue nearly vanished, falling 90% to $0.5 million as the company shifted from an in-house wholesale model to an outsourced retail arrangement, a transition it admitted came with its own challenges.
Costs moved the wrong direction too, with selling, general and administrative expenses up 33% to $32 million on higher legal expenses, and marketing fund expenses up 29% to $11.4 million. Adjusted EBITDA fell 22% to $21.9 million, and adjusted net income collapsed to $0.8 million from $14.5 million a year earlier. The balance sheet adds another concern, with just $25 million in cash, cash equivalents, and restricted cash against $522.4 million in total long-term debt, and $25.7 million in cash used in operating activities during the quarter. Management responded by cutting full-year revenue guidance to $250 million to $260 million, a 19% decline at the midpoint from 2025 and down from a prior forecast of $260 million to $270 million.
#million #quarter #north #sales
2 months ago
On August 4, Essential Utilities (NYSE:WTRG) reported second-quarter results that read like two different stories stapled together. Revenue climbed, the dividend grew for the 36th time in 35 years, and the merger with American Water inched closer to the finish line. But earnings per share actually dipped from a year earlier, and the company had to strip out merger costs just to show flat profitability. For a utility this steady, that split is worth a closer look.
Essential's regulated water segment posted revenue of $357.5 million in the quarter, up 7.6% from $332.3 million a year earlier, and the whole company's first-half revenue climbed 7.2% to nearly $1.4 billion. Much of that growth came from rate cases: state regulators approved $43.9 million in new annual water revenue across Pennsylvania, Illinois, Ohio, North Carolina and Indiana, plus $12.7 million more for the gas business in Kentucky and Pennsylvania. Another $79.7 million in water rate requests and a $163.2 million gas case in Pennsylvania, tied to replacing aging pipelines, are still working through the process.
The company keeps buying its way into new customers, too. In May, it closed a $4.9 million wastewater deal in Bastrop County, Texas, and it has signed agreements worth roughly $282 million to add over 200,000 more customers in Pennsylvania, Texas, North Carolina and New Jersey, including the $276.5 million purchase of Philadelphia-area sewer authority DELCORA. Since 2015, acquisitions have added more than 138,000 customers to Essential's base.
Layer on the pending American Water merger, which cleared Virginia and Ohio regulators this year after nearly unanimous shareholder approval in February, and Essential is positioning itself as a much larger multi-state utility by early 2027. The board's decision to raise the dividend 5.25% to $0.3606 per share, continuing a streak of 36 increases over 35 years, signals confidence that this growth is durable.
Look past the top line and the picture gets less flattering. Second quarter net income actually fell to $105.7 million from $107.8 million a year ago, pulling GAAP earnings per share down to $0.37 from $0.38. Essential had to report an adjusted $0.38 figure just to exclude merger-related costs and show earnings roughly matching last year's. The slide is sharper over six months: net income dropped to $330.1 million, or $1.16 per share, from $391.6 million, or $1.41 per share, in the first half of 2025.
#million #revenue #merger #year
Essential's regulated water segment posted revenue of $357.5 million in the quarter, up 7.6% from $332.3 million a year earlier, and the whole company's first-half revenue climbed 7.2% to nearly $1.4 billion. Much of that growth came from rate cases: state regulators approved $43.9 million in new annual water revenue across Pennsylvania, Illinois, Ohio, North Carolina and Indiana, plus $12.7 million more for the gas business in Kentucky and Pennsylvania. Another $79.7 million in water rate requests and a $163.2 million gas case in Pennsylvania, tied to replacing aging pipelines, are still working through the process.
The company keeps buying its way into new customers, too. In May, it closed a $4.9 million wastewater deal in Bastrop County, Texas, and it has signed agreements worth roughly $282 million to add over 200,000 more customers in Pennsylvania, Texas, North Carolina and New Jersey, including the $276.5 million purchase of Philadelphia-area sewer authority DELCORA. Since 2015, acquisitions have added more than 138,000 customers to Essential's base.
Layer on the pending American Water merger, which cleared Virginia and Ohio regulators this year after nearly unanimous shareholder approval in February, and Essential is positioning itself as a much larger multi-state utility by early 2027. The board's decision to raise the dividend 5.25% to $0.3606 per share, continuing a streak of 36 increases over 35 years, signals confidence that this growth is durable.
Look past the top line and the picture gets less flattering. Second quarter net income actually fell to $105.7 million from $107.8 million a year ago, pulling GAAP earnings per share down to $0.37 from $0.38. Essential had to report an adjusted $0.38 figure just to exclude merger-related costs and show earnings roughly matching last year's. The slide is sharper over six months: net income dropped to $330.1 million, or $1.16 per share, from $391.6 million, or $1.41 per share, in the first half of 2025.
#million #revenue #merger #year
2 months ago
On August 27, David Strauss from Wells Fargo upgraded BWX Technologies Inc. (NYSE:BWXT) from an Underweight to Equal Weight rating. In the process, the ******* yst cut down his target price from $200 to $170, which equates to an adjusted upside potential of 11.63% as of August 31 closing.
Strauss looks forward to the company's upcoming investor day in late September. He expects it to provide support to the stock, as the long-term growth forecast to be shared by the management is projected to be in line with the broader consensus estimates. The ******* yst also highlighted the company's various commercial initiatives that could lead to further upside, once they start materializing.
As of the August 31 close, the stock was down 11.89% from its December 31, 2025 closing price. Following Wells Fargo's rating upgrade, let's shed some more light on some underlying growth drivers and risks for BWX Technologies.
KAI AYASE/Shutterstock.com
BWX Technologies Inc. (NYSE:BWXT) has its core focus on nuclear components and reactors. Its diverse customer base includes the U.S Navy, Department of Energy, and Commercial customers, which ensures recurring, high-visibility revenue streams for the business.
#technologies #wells #rating
Strauss looks forward to the company's upcoming investor day in late September. He expects it to provide support to the stock, as the long-term growth forecast to be shared by the management is projected to be in line with the broader consensus estimates. The ******* yst also highlighted the company's various commercial initiatives that could lead to further upside, once they start materializing.
As of the August 31 close, the stock was down 11.89% from its December 31, 2025 closing price. Following Wells Fargo's rating upgrade, let's shed some more light on some underlying growth drivers and risks for BWX Technologies.
KAI AYASE/Shutterstock.com
BWX Technologies Inc. (NYSE:BWXT) has its core focus on nuclear components and reactors. Its diverse customer base includes the U.S Navy, Department of Energy, and Commercial customers, which ensures recurring, high-visibility revenue streams for the business.
#technologies #wells #rating
2 months ago
On August 5, Southwest Gas Holdings (NYSE:SWX) reported second quarter results for the period ended June 30 and reaffirmed its full year 2026 guidance. Net income attributable to the company reached $42.1 million, a sharp turnaround from a $40.2 million loss in the same quarter of 2025. But the number that stood out was the Great Basin 2028 Expansion Project, where contracted demand has grown enough that management now expects capital costs of $2.3 billion instead of the $1.7 billion baked into current five year guidance.
Southwest Gas's growth story increasingly runs through Nevada. Binding precedent agreements for the Great Basin 2028 Expansion Project have grown to roughly 1 billion cubic feet per day of contracted demand, and the company has fielded another 1.8 billion cubic feet of expressions of interest for phases running from 2029 through 2035. Based on that demand, management now projects an annual margin of $270 million to $300 million once the pipeline is in service, on capital investment of about $2.3 billion.
Regulators have been cooperating too. California's Public Utilities Commission approved the non-cost-of-capital pieces of Southwest Gas's rate case, adding roughly $40 million of incremental annual revenue and triggering recognition of $9.7 million of previously deferred first-quarter income. Nevada regulators approved a Triennial Resource Plan with prudency pre-determinations for about $186 million of capital spending, and the company filed for a general rate case increase of roughly $74 million.
Arizona's new System Integrity Mechanism, effective April 1 this year, lets Southwest Gas recover safety and reliability spending faster, up to a $50 million annual cap. The company put $520 million into its network in the first six months of 2026, including $115 million toward Great Basin, and closed the quarter with $270.5 million in cash and nearly $1 billion in available liquidity.
Look past the headline swing to profit, and the picture gets murkier. The core natural gas distribution segment actually earned less this quarter, with its contribution to net income falling from $45.6 million a year earlier to $40.8 million, and its adjusted net income slipping from $33.7 million to $31 million. Depreciation and amortization rose $8.7 million, or 13%, as gas plant in service grew 7% year over year, a reminder that heavy pipeline spending shows up in expenses well before it shows up in rates.
#million #company #basin
Southwest Gas's growth story increasingly runs through Nevada. Binding precedent agreements for the Great Basin 2028 Expansion Project have grown to roughly 1 billion cubic feet per day of contracted demand, and the company has fielded another 1.8 billion cubic feet of expressions of interest for phases running from 2029 through 2035. Based on that demand, management now projects an annual margin of $270 million to $300 million once the pipeline is in service, on capital investment of about $2.3 billion.
Regulators have been cooperating too. California's Public Utilities Commission approved the non-cost-of-capital pieces of Southwest Gas's rate case, adding roughly $40 million of incremental annual revenue and triggering recognition of $9.7 million of previously deferred first-quarter income. Nevada regulators approved a Triennial Resource Plan with prudency pre-determinations for about $186 million of capital spending, and the company filed for a general rate case increase of roughly $74 million.
Arizona's new System Integrity Mechanism, effective April 1 this year, lets Southwest Gas recover safety and reliability spending faster, up to a $50 million annual cap. The company put $520 million into its network in the first six months of 2026, including $115 million toward Great Basin, and closed the quarter with $270.5 million in cash and nearly $1 billion in available liquidity.
Look past the headline swing to profit, and the picture gets murkier. The core natural gas distribution segment actually earned less this quarter, with its contribution to net income falling from $45.6 million a year earlier to $40.8 million, and its adjusted net income slipping from $33.7 million to $31 million. Depreciation and amortization rose $8.7 million, or 13%, as gas plant in service grew 7% year over year, a reminder that heavy pipeline spending shows up in expenses well before it shows up in rates.
#million #company #basin
2 months ago
September Nasdaq 100 E-Mini futures (NQU26) are up +0.51% this morning, led by advances in chip and other AI-linked shares, while investors await the key U.S. jobs report for fresh clues on the Fed's interest-rate path.
Chip and AI infrastructure stocks gained in pre-market trading as lower bond yields eased pressure on their valuations. Sandisk (SNDK) and Marvell Technology (MRVL) were up over +2%, while Micron Technology (MU), Intel (INTC), and Advanced Micro Devices (AMD) were up more than +1%.
Why Palantir Stock Could Jump 50% From Here
Down 75%, This Tesla Rival Continues to Grow Vehicle Deliveries in 2026
Is AVGO Stock Poised for a Rebound After Broadcom's Strong Q3 Results?
#chip #mini #sndk
Chip and AI infrastructure stocks gained in pre-market trading as lower bond yields eased pressure on their valuations. Sandisk (SNDK) and Marvell Technology (MRVL) were up over +2%, while Micron Technology (MU), Intel (INTC), and Advanced Micro Devices (AMD) were up more than +1%.
Why Palantir Stock Could Jump 50% From Here
Down 75%, This Tesla Rival Continues to Grow Vehicle Deliveries in 2026
Is AVGO Stock Poised for a Rebound After Broadcom's Strong Q3 Results?
#chip #mini #sndk
2 months ago
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Summary: Bread Savings, formerly known as Comenity Direct, is a division of Bread Financial — a financial services company that offers personal and business banking products.
The high-yield savings account from Bread currently offers a competitive 4% APY (interest is compounded daily and credited monthly) with no monthly fees. The minimum opening deposit is $100. Bread Savings offers free ACH transfers, free online statements, free incoming wire transfers, and unlimited deposits via mobile check capture and ACH transfer.
Bread Savings offers CDs with terms ranging from three months to five years, and rates up to 4.15% APY. The minimum opening deposit for CDs is $1,500. There are no monthly maintenance fees. Interest is compounded daily and credited monthly.
Bread Savings does not charge many fees. However, you may be charged the following fees for specific services:
#financial
Summary: Bread Savings, formerly known as Comenity Direct, is a division of Bread Financial — a financial services company that offers personal and business banking products.
The high-yield savings account from Bread currently offers a competitive 4% APY (interest is compounded daily and credited monthly) with no monthly fees. The minimum opening deposit is $100. Bread Savings offers free ACH transfers, free online statements, free incoming wire transfers, and unlimited deposits via mobile check capture and ACH transfer.
Bread Savings offers CDs with terms ranging from three months to five years, and rates up to 4.15% APY. The minimum opening deposit for CDs is $1,500. There are no monthly maintenance fees. Interest is compounded daily and credited monthly.
Bread Savings does not charge many fees. However, you may be charged the following fees for specific services:
#financial
