eXp World ( AGNT ) declares $0.05/share quarterly dividend , in line with previous. Forward yield 3.03% Payable June 5; for shareholders of record May 22; ex-div May 22. See AGNT Dividend Scorecard, Yield Chart, & Dividend Growth. More on eXp World eXp World Holdings, Inc. Q4 2025 Earnings Call Transcript NY State Comptroller urges investors to vote against eXp's proposed reincorporation, all dire...
eXp World ( AGNT ) declares $0.05/share quarterly dividend , in line with previous. Forward yield 3.03% Payable June 5; for shareholders of record May 22; ex-div May 22. See AGNT Dividend Scorecard, Yield Chart, & Dividend Growth. More on eXp World eXp World Holdings, Inc. Q4 2025 Earnings Call Transcript NY State Comptroller urges investors to vote against eXp's proposed reincorporation, all director nominees EXp World Holdings outlines $4.85B–$5.15B 2026 revenue target amid AI-driven expansion and agent productivity gains Seeking Alpha’s Quant Rating on eXp World Historical earnings data for eXp World
N Rotteveel/iStock Editorial via Getty Images Strategy ( MSTR ) is back buying Bitcoin ( BTC-USD ) just days after saying there would be no purchases following its Q1 earnings. The company bought 535 BTC for nearly $43M between May 4 and May 10 at an average price of around $80.3K per coin, even as BTC traded near $81K on Monday. The latest purchase lifted Strategy’s total holdings to 818.9K BTC, ...
N Rotteveel/iStock Editorial via Getty Images Strategy ( MSTR ) is back buying Bitcoin ( BTC-USD ) just days after saying there would be no purchases following its Q1 earnings. The company bought 535 BTC for nearly $43M between May 4 and May 10 at an average price of around $80.3K per coin, even as BTC traded near $81K on Monday. The latest purchase lifted Strategy’s total holdings to 818.9K BTC, acquired for nearly $61.86B at an average cost of around $75.5K per asset. Chairman Michael Saylor said the company’s BTC Yield reached 9.4% year-to-date in 2026, while BTC holdings have already grown 22% this year. The move comes after a weak Q1 report where Strategy posted a GAAP EPS loss of -$38.25, missing estimates by $19.27. Revenue rose 11.9% YoY to $124.3M but still missed expectations. Saylor also recently promoted Series A Perpetual Stretch Preferred Stock ( STRC ), calling it “credit engineered” preferred equity backed by BTC and USD assets, designed for income, liquidity, stability, and long-term scalability. More on Strategy, Bitcoin USD, etc. Whale's Insight: Will Strategy Sell Bitcoin? Q1 2026 Earnings Highlights Strategy Inc (MSTR) Q1 2026 Earnings Call Transcript Bitcoin: The United States' Freezing Of Iranian Assets Has Exposed The Safe Haven Argument Again What's BlackRock planning? Led Q1 ETF rally; now moves $124M BTC & ETH White House aims for July 4 passage of Clarity Act, crypto adviser says
Comparing the Invesco S&P 500 Equal Weight Consumer Staples ETF (NYSEMKT:RSPS) and the State Street Consumer Staples Select Sector SPDR ETF (NYSEMKT:XLP) reveals how different weighting methodologies can impact sector exposure and risk within defensive stocks. Investors often turn to the consumer staples sector for its historically lower volatility and reliable dividends, as these companies provid...
Comparing the Invesco S&P 500 Equal Weight Consumer Staples ETF (NYSEMKT:RSPS) and the State Street Consumer Staples Select Sector SPDR ETF (NYSEMKT:XLP) reveals how different weighting methodologies can impact sector exposure and risk within defensive stocks. Investors often turn to the consumer staples sector for its historically lower volatility and reliable dividends, as these companies provide essential goods that consumers buy regardless of economic conditions. While the State Street fund concentrations on industry giants, RSPS provides equal exposure to every staple company within the S&P 500 index. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. Continue reading
Edu Borja/iStock Editorial via Getty Images Michael Burry confirmed on his Substack that he purchased a new full position in MercadoLibre ( MELI ) last week in the $1600s after the e-commerce stock fell on earnings. "MercadoLibre has massive cloud-based infrastructure based on Amazon Web Services to support its operations as well as an internal developer program but does not market third-party clo...
Edu Borja/iStock Editorial via Getty Images Michael Burry confirmed on his Substack that he purchased a new full position in MercadoLibre ( MELI ) last week in the $1600s after the e-commerce stock fell on earnings. "MercadoLibre has massive cloud-based infrastructure based on Amazon Web Services to support its operations as well as an internal developer program but does not market third-party cloud services," he wrote. Burry pointed out that MercadoLibre's ( MELI ) sales this year will near $40B, about 30% higher than 2025. He also noted that the company does not have stock-based compensation because its award system is cash-settled. "MELI is now well below my IV15 price, at which I expect long-term 15% annualized returns at 15 years or more," added Burry. Shares of MercadoLibre ( MELI ) gained 0.5% in premarket trading on Monday after shedding 12.7% on Friday. More on MercadoLibre MercadoLibre Q1: The Selloff Is A Gift MercadoLibre, Inc. 2026 Q1 - Results - Earnings Call Presentation MercadoLibre, Inc. (MELI) Q1 2026 Earnings Call Transcript Tech stocks lead Nasdaq with Datadog emerging as highest weekly gainer MercadoLibre signals continued investment posture as Q1 revenue grew 49%
golfcphoto/iStock via Getty Images My last article on Seeking Alpha focused on inefficiencies in the US Treasury secondary market that can improve the amount of interest income and expected return you can receive. The basic idea is that the supply and demand of various securities in the US Treasury market are not particularly efficient due to price-insensitive index funds and institutions on the b...
golfcphoto/iStock via Getty Images My last article on Seeking Alpha focused on inefficiencies in the US Treasury secondary market that can improve the amount of interest income and expected return you can receive. The basic idea is that the supply and demand of various securities in the US Treasury market are not particularly efficient due to price-insensitive index funds and institutions on the buyer side and government mandates on which maturities to sell. You can use this to your advantage and earn close to a 6% expected return from Treasuries rather than the 4.25-4.50% or so that I think passive bond index funds will earn going forward. You can do the same thing in Treasury Inflation-Protected Securities (TIPS) and run the same strategy with inflation protection. How Do TIPS Work? In the 1990s, the US government noticed that investors were interested in purchasing inflation-indexed bonds after such bonds had become popular in other countries. The idea itself is quite old and has historically popped up in countries that were outside of the gold standard. The solution was to offer inflation indexed bonds. TIPS work a little differently from U.S. Treasuries. In plain vanilla Treasuries, you buy them and get interest payments at the stated rate, then your money back at maturity. Right now, a 10-year US Treasury pays 4.36% (but if you read my first article, you can see how I can get you more). On the other hand, 10-year TIPS pay a yield of 1.96% + they adjust your future principal and interest payments by the rate of CPI inflation over the next 10 years. If you take the difference, you can see that this implies a rate of inflation of 2.4% over the next 10 years. If inflation is higher, you profit by buying TIPS. If inflation is lower, you profit by buying plain vanilla nominal bonds. For reference, the actual rate of inflation I've calculated since 2000 is 2.60% annually. We were fairly close to the government's 2% inflation target until COVID, then the wheels fell o...
Hycroft Mining ( Nasdaq: HYMC ) on Monday said Chief Executive Diane Garrett had been appointed Executive Chairman while retaining her role as CEO. The gold and silver development company said the move followed a board review and was aimed at aligning board and management leadership as it advances the Hycroft Mine project. Hycroft also said it had begun a process to appoint three additional indepe...
Hycroft Mining ( Nasdaq: HYMC ) on Monday said Chief Executive Diane Garrett had been appointed Executive Chairman while retaining her role as CEO. The gold and silver development company said the move followed a board review and was aimed at aligning board and management leadership as it advances the Hycroft Mine project. Hycroft also said it had begun a process to appoint three additional independent directors. The company said it expects to make additional senior management hires in the coming months following the recent appointment of Eric Colby as executive vice president for corporate development. Thomas Weng will continue to serve as lead independent director, the company said. HYMC +2.91% premarket to $39.56. Source: Press Release More on Hycroft Mining Hycroft Mining: A Hold Until The PEA Has A Date Hycroft Mining: Up 1,300% Since My Sell Call - Why I'm Still Bearish Block sees lowest interest from short sellers in March among crypto firms with over $2B market cap Flat gold prices YTD mask big moves in mining stocks Seeking Alpha’s Quant Rating on Hycroft Mining
AnaptysBio ( ANAB ) on Monday announced the appointment of Christopher Murphy as Chief Financial Officer. Murphy, previously, served as CFO and CBO of Third Harmonic Bio. Before Third Harmonic, he served as a senior leader at Horizon Therapeutics. The company also appointed Owen Hughes as a member of its Board of Directors. More on AnaptysBio AnaptysBio: 'Hold' As Spin-Off Shifts Pipeline To First...
AnaptysBio ( ANAB ) on Monday announced the appointment of Christopher Murphy as Chief Financial Officer. Murphy, previously, served as CFO and CBO of Third Harmonic Bio. Before Third Harmonic, he served as a senior leader at Horizon Therapeutics. The company also appointed Owen Hughes as a member of its Board of Directors. More on AnaptysBio AnaptysBio: 'Hold' As Spin-Off Shifts Pipeline To First Tracks Biotherapeutics AnaptysBio: Upside Constrained By Undifferentiated Data, Legal Uncertainties GSK subsidiary Tesaro, AnaptysBio provide update on contract claim litigation AnaptysBio rises after completing First Tracks spinoff
iamporpla/iStock via Getty Images Mosaic ( MOS ) down 5.2% pre-market Monday after missing Q1 adjusted earnings expectations, withdrawing its forecast for annual phosphate production, and saying it will limit capital spending for the year, as surging prices for sulfuric acid weigh on its operations. The company said the Middle East war and new Chinese export restrictions have sent raw materials pr...
iamporpla/iStock via Getty Images Mosaic ( MOS ) down 5.2% pre-market Monday after missing Q1 adjusted earnings expectations, withdrawing its forecast for annual phosphate production, and saying it will limit capital spending for the year, as surging prices for sulfuric acid weigh on its operations. The company said the Middle East war and new Chinese export restrictions have sent raw materials prices soaring and raised concerns about the availability of sulfuric acid, which is used to produce phosphate fertilizers, as well as higher up the supply chain by heavy industry to make food, metals, paper, computer chips, and clean water. As a result of the volatile business conditions, CEO Bruce Bodine said Mosaic ( MOS ) is reviewing its operating plan for the rest of the year and has taken initial steps to partially curtail production at U.S. facilities in Louisiana and Florida and scale back additional production in Brazil. The move follows the company's announcement last month to idle two phosphate facilities in Brazil and cut jobs, which led to $442M in Q1 charges. Mosaic ( MOS ) swung to a Q1 loss of $257.6M, or $0.81/share, from a profit of $238.1M, or $0.75/share, in the year-earlier quarter, even while revenues rose 14% Y/Y to $3B, as raw materials costs in its phosphates segment jumped by $280M and the cost of production in its potash segment rose to $84/metric ton from $78/ton a year ago. For the current quarter, Mosaic ( MOS ) expects phosphate sales volumes of 1.4M-1.7M metric tons, reflecting partial curtailments at the U.S. facilities, and potash sales volumes of 1.9M-2.1M tons. For the full year, Mosaic ( MOS ) cut its capital spending guidance to $1.25B from an earlier forecast of $1.5B, reflecting an optimized project portfolio combined with the deferral of spending on less-time-sensitive projects to future periods. More on Mosaic Mosaic: The Market Is Too Pessimistic Despite Iran-Driven Fertilizer Supply Disruptions Mosaic: This Selloff Is A Classic Con...
Dole ( DOLE ) declares $0.085/share quarterly dividend , in line with previous. Forward yield 2.28% Payable July 8; for shareholders of record June 17; ex-div June 17. See DOLE Dividend Scorecard, Yield Chart, & Dividend Growth. More on Dole Dole: Strategic Portfolio Shift Strengthens This Real Food Leader's Re-Rating Dole: Still Expensive, But I'm Raising My Price Target Dole plc (DOLE) Q4 2025 E...
Dole ( DOLE ) declares $0.085/share quarterly dividend , in line with previous. Forward yield 2.28% Payable July 8; for shareholders of record June 17; ex-div June 17. See DOLE Dividend Scorecard, Yield Chart, & Dividend Growth. More on Dole Dole: Strategic Portfolio Shift Strengthens This Real Food Leader's Re-Rating Dole: Still Expensive, But I'm Raising My Price Target Dole plc (DOLE) Q4 2025 Earnings Call Transcript Dole Non-GAAP EPS of $0.33 misses by $0.01, revenue of $2.34B beats by $110M Dole Q1 2026 Earnings Preview
Getty Images Thesis I think Kratos Defense & Security Solutions ( KTOS ) is a fundamentally sound growth business in some of the most exciting and tangible defense subsectors of the next decade: unmanned systems, hypersonics, and space infrastructure. The problem is, I wouldn't be a buyer here. Valuing a company at around 85x forward earnings and at close to 9x its price-to-sales ratio, incorporat...
Getty Images Thesis I think Kratos Defense & Security Solutions ( KTOS ) is a fundamentally sound growth business in some of the most exciting and tangible defense subsectors of the next decade: unmanned systems, hypersonics, and space infrastructure. The problem is, I wouldn't be a buyer here. Valuing a company at around 85x forward earnings and at close to 9x its price-to-sales ratio, incorporating "almost" perfect execution, while still burning a lot of cash and suffering from the threat of dilution, requires a fair bit of faith and a lot of near-perfect execution. A growth story with a real business, significant opportunity, and what I believe is an attractive valuation just doesn't convince me to jump in on this one. Company Overview Kratos is a mid-cap US-headquartered defense tech company whose scope centers around application areas in which fast, cheap, and highly iterative development cycles matter. The company is comprised of two leading segments : Unmanned Systems (including tactical drones, autonomous jets, and relevant platforms) and Government Solutions (ground- and space-based satellite communications, cyberwarfare solutions, missile defense electronics, and hypersonic test platforms). Rather than designing as a cost-plus defense contractor, Kratos has focused on developing platforms of a lower cost point and significantly shorter development cycle than legacy prime contractors. Its Battle Management ( XQ-58 Valkyrie ) and hypersonic test flight platforms (e.g., Erinyes) reflect a paradigm shift away from the establishment of the single system of record warfighting procurements to repeated, iterative cycling of platforms for warfighting. Attempting ~76 newish acquisitions (Nomad, Orbit Technologies, etc.) have developed the end-point capability portfolio of space comms, satellites, and ground systems, but it's also deeper capital. Financial and Qualitative Analysis If we look at the numbers for Q1 2026, we can see Kratos generated revenue of $371 mill...
Intel Corporation (NASDAQ:INTC) is one of the 12 Best Photonics Stocks to Buy Now. On May 5, Reuters reported that Intel Corporation (NASDAQ:INTC) has appointed Alex Katouzian to manage its PC and physical artificial intelligence branch, confirming the company’s statement that he will take over in May. Katouzian, more than a 20-year Qualcomm veteran, will […]
Intel Corporation (NASDAQ:INTC) is one of the 12 Best Photonics Stocks to Buy Now. On May 5, Reuters reported that Intel Corporation (NASDAQ:INTC) has appointed Alex Katouzian to manage its PC and physical artificial intelligence branch, confirming the company’s statement that he will take over in May. Katouzian, more than a 20-year Qualcomm veteran, will […]