CareTrust REIT (NYSE:CTRE) reported a strong start to 2026, highlighting rapid investment activity, higher funds from operations and an increased full-year outlook during its first-quarter earnings call. President and CEO Dave Sedgwick said the company closed approximately $245
CareTrust REIT (NYSE:CTRE) reported a strong start to 2026, highlighting rapid investment activity, higher funds from operations and an increased full-year outlook during its first-quarter earnings call. President and CEO Dave Sedgwick said the company closed approximately $245
Claritev (NYSE:CTEV) reported first-quarter 2026 revenue and adjusted EBITDA ahead of internal expectations, while management said sales momentum and new-market expansion support its full-year outlook. President and CEO Travis Dalton said the quarter reflected “not just performa
Claritev (NYSE:CTEV) reported first-quarter 2026 revenue and adjusted EBITDA ahead of internal expectations, while management said sales momentum and new-market expansion support its full-year outlook. President and CEO Travis Dalton said the quarter reflected “not just performa
Not every stock stays down for long during market corrections. Sandisk (NASDAQ: SNDK) seems unstoppable at current levels. It's up by 400% year to date and has surged by nearly 3,900% over the past year. The best part is that this growth is fueled by transformative fundamentals. Many stocks that have trounced the stock market over the past year have had some connection to artificial intelligence (...
Not every stock stays down for long during market corrections. Sandisk (NASDAQ: SNDK) seems unstoppable at current levels. It's up by 400% year to date and has surged by nearly 3,900% over the past year. The best part is that this growth is fueled by transformative fundamentals. Many stocks that have trounced the stock market over the past year have had some connection to artificial intelligence (AI) , and Sandisk is no exception to the rule. Its NAND flash technology acts as the foundation for many memory chips, including those it produces. Those memory chips go inside AI chips and enable them to function optimally. You can't create AI chips without memory chips. More investors have noticed, prompting the sudden surge in Sandisk shares, but the company's financial results support the recent enthusiasm. Continue reading
Daniel Dubois survives two knockdowns to dethrone Fabio Wardley in the 11th round of a thrilling heavyweight classic and become a two-time world champion.
Daniel Dubois survives two knockdowns to dethrone Fabio Wardley in the 11th round of a thrilling heavyweight classic and become a two-time world champion.
When The Persian Gulf Supply Shock Meets The Warsh Fed: Stagflation & The Coming AI Bubble Bust Authored by David Stockman via InternationalMan.com, Here is a salient place to start regarding the economic impact of the Donald’s misbegotten war on Iran: To wit, approximately 7 billion ton-miles of freight moves by truck each and every day in the USA, which heavy truck fleet consumes upwards of 2.9 ...
When The Persian Gulf Supply Shock Meets The Warsh Fed: Stagflation & The Coming AI Bubble Bust Authored by David Stockman via InternationalMan.com, Here is a salient place to start regarding the economic impact of the Donald’s misbegotten war on Iran: To wit, approximately 7 billion ton-miles of freight moves by truck each and every day in the USA, which heavy truck fleet consumes upwards of 2.9 million barrels per day (mb/d) of diesel fuel. Alas, the price of diesel fuel was about $3.55/gallon both a year ago and as of early January 2026, but has since soared by more than+$2.00 per gallon to around $5.60 recently. That’s a 56% rise in the cost of pumping goods and commodities through the arteries of the US economy. On an annualized basis, the diesel fuel bill for the US truck fleet went from $155 billion per year to $250 billion per year at current oil prices. The big question, of course, is through which channel these drastically higher fuel acquisition costs will be absorbed—in higher prices or reduced output? And that pertains not just to the microcosm of the trucking sector, but the entire GDP now being battered by the Donald’s elective war-based dislocation of the world’s 175 million BOE/day oil and natural gas markets. We’d bet it will be a combination of both inflation and deflation, otherwise known as stagflation . The mix of these outcomes depends upon supply and demand conditions in individual sectors of the economy in part, but also, and ultimately and more importantly, on the Fed. That is, whether the nation’s central bank pumps incremental demand into the economy via credit expansion with a view to “accommodating” the soaring price of energy today, and, soon, food and other commodity inputs to GDP, too; or holds firm on the printing press dials and allows the now cresting energy and commodity shocks to work their way through the interstices of the $30 trillion US economy. Of course, during the previous comparable petroleum supply disruption of the 197...