The S&P 500 Index ($SPX ) (SPY ) today is up +0.62%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.32%. June E-mini S&P futures (ESM26 ) are up +0.61%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.62%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.32%. June E-mini S&P futures (ESM26 ) are up +0.61%, and June E-mini Nasdaq futures...
ipuwadol Goldman Sachs BDC ( GSBD ) dropped 6.7% in Friday midday trading after the business development company backed by Goldman Sachs ( GS ) reported that its net asset value per share declined 3.7% during Q1. Its adjusted NAV per share dipped to $12.17 as of March 31, 2026, compared with $12.61 as of Dec. 31, 2025. That came in below the Visible Alpha consensus of $12.60. Some $0.34 of the dro...
ipuwadol Goldman Sachs BDC ( GSBD ) dropped 6.7% in Friday midday trading after the business development company backed by Goldman Sachs ( GS ) reported that its net asset value per share declined 3.7% during Q1. Its adjusted NAV per share dipped to $12.17 as of March 31, 2026, compared with $12.61 as of Dec. 31, 2025. That came in below the Visible Alpha consensus of $12.60. Some $0.34 of the drop came from net realized and unrealized losses, according to the company's Q1 presentation. Q1 adjusted net investment income per share of $0.22 decreased from $0.37 in Q4 2025 and $0.41 in last year's Q1. Investments on non-accrual status increased to 2.7% of the total investment portfolio in Q1, compared with 2.3% in Q4. More on Goldman Sachs BDC Goldman Sachs BDC 2026 Q1 - Results - Earnings Call Presentation Goldman Sachs BDC: Downside Risks Remain If NAV Growth Doesn't Improve Goldman Sachs BDC's Risky Math: Buying The Discount, Ignoring The Drift Goldman Sachs BDC Non-GAAP NII of $0.22 misses by $0.08, TII of $78.8M misses by $4.98M
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Friday's key moments. 1. The three major indexes moved higher Friday after a better-than-expected April jobs report. The Labor Department said nonfarm payrolls increased by 115,000 last month , topping economists' expectations for 55,000. The jobless rate held steady at 4...
Every weekday, the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. ET. Here's a recap of Friday's key moments. 1. The three major indexes moved higher Friday after a better-than-expected April jobs report. The Labor Department said nonfarm payrolls increased by 115,000 last month , topping economists' expectations for 55,000. The jobless rate held steady at 4.3%. Jeff Marks, director of portfolio analysis for the Club, said the report weakens the case for near-term Federal Reserve rate cuts because the labor market remains stable. Jim argued, however, that large parts of the economy tied to housing and traditional consumer spending still need lower rates. "I'm still a believer that the Whirlpool economy is what [incoming Fed Chair Kevin] Warsh will focus on," Jim said, referring to slowing demand across housing-related and lower-end consumer categories. 2. Wells Fargo downgraded Nike on Friday, citing concerns that the company's turnaround could take longer than investors had hoped. Shares of Nike have fallen roughly 30% this year, making the stock the second-worst performer in the Dow. Jim said the retail environment has become increasingly difficult as investors continue to favor AI-related stocks over traditional consumer names. The Investing Club downgraded Nike following the company's most recent quarter, reflecting concerns that improving fundamentals alone have not been enough to lift sentiment across the retail sector. 3. Club holding Qnity Electronics reports Tuesday morning. Its former parent , and fellow Club name, DuPont delivered an impressive beat-and-raise quarter earlier this week. Shares of Qnity continued their strong run Friday and are now up roughly 80% this year. Deutsche Bank recently raised its price target on the stock to $170 from $140, citing continued strength tied to semiconductor demand. Jeff noted that more than 65% of Qnity's business is tied to semiconductors, which positions the company to benef...
Deprivation and inequality are behind the fall in healthy life expectancy, writes George Binette . Plus letters from Sanghamitra Bandyopadhyay , Dr Louise Lawson and Chris Phillipson Helen McCarthy writes that today’s struggle “is the right to live a good, meaningful life, and to live it right to the end” ( Britain pioneered the comfortable retirement – but that golden age is coming to an end, 2 M...
Deprivation and inequality are behind the fall in healthy life expectancy, writes George Binette . Plus letters from Sanghamitra Bandyopadhyay , Dr Louise Lawson and Chris Phillipson Helen McCarthy writes that today’s struggle “is the right to live a good, meaningful life, and to live it right to the end” ( Britain pioneered the comfortable retirement – but that golden age is coming to an end, 2 May ). Ironically, her column appeared days after the Health Foundation reported a notable fall of roughly two years in healthy life expectancy across the UK in the decade between 2012-14 and 2022-24 to below 61 years for both men and women – significantly below the state pension age. Among 21 high-income countries, Britain’s ranking slumped from 14th to 20th against this measure, ahead only of the US. The reasons for this relative and absolute decline are, of course, multifaceted, but there is an undeniable link to relative deprivation. With the state pension age continuing to rise and the Tony Blair Institute effectively calling for abolishing the meagre state pension, Prof McCarthy’s assertion that “the right to retire was yesterday’s struggle,” seems dubious at best. Pensioner poverty in Britain remains widespread and far worse than in France and Italy. Continue reading...
Earnings Call Insights: Informa TechTarget (TTGT) Q1 2026 Management View CEO Gary Nugent framed Q1 as progress on both growth and integration, saying, "In Q1 2026, we delivered revenues of $106 million, representing a 2% increase year-over-year, whilst achieving an adjusted EBITDA of $7.4 million, an increase of 27% year-on-year." He added the results reflected "the early returns of our combinati...
Earnings Call Insights: Informa TechTarget (TTGT) Q1 2026 Management View CEO Gary Nugent framed Q1 as progress on both growth and integration, saying, "In Q1 2026, we delivered revenues of $106 million, representing a 2% increase year-over-year, whilst achieving an adjusted EBITDA of $7.4 million, an increase of 27% year-on-year." He added the results reflected "the early returns of our combination program completed in 2025" and introduced a new reporting view: "From today, we also report the results of our 2 operating segments, Intelligence and Advisory; and Brand to Demand." Nugent described customer budget patterns as a near-term headwind for go-to-market spending while signaling longer-term demand, saying clients "continue to prioritize capital to R&D investment" and that this was "subduing investment elsewhere for now, specifically in go-to-market." He positioned the company around the shift "from a search engine economy to an answer engine economy" and said the company’s "unified demand playbook" launched at the beginning of Q1 "has been very well received in the marketplace." Nugent highlighted a large-customer focus, stating, "revenues from our strategic focus on our largest customers... were up double digit" in Q1, and noted a leadership update: "Staci Gullotta, our new CMO, has gotten her feet well and truly under the table." Nugent provided a case study tied to the unified portfolio, saying Tanium’s program delivered "over 5,000 leads," "$1.2 billion of influence pipeline," and "an ROI of over 2,800 times," and that Tanium "signed a new 2-year deal... representing over a 50% increase in their annual investment." CFO Daniel Noreck emphasized execution in a cautious market and the new segment split, saying, "In brand and demand... we saw good revenue growth of around 5% year-over-year" while "Intelligence and Advisory... revenues were around 4% lower year-over-year." He added, "we delivered company adjusted EBITDA growth of 27% year-over-year to $7.4 milli...
Timken ( TKR ) declares $0.36/share quarterly dividend , 2.9% increase from prior dividend of $0.35. Forward yield 1.23% Payable May 29; for shareholders of record May 19; ex-div May 19. See TKR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Timken The Timken Company (TKR) Q1 2026 Earnings Call Transcript The Timken Company 2026 Q1 - Results - Earnings Call Presentation The Timken Com...
Timken ( TKR ) declares $0.36/share quarterly dividend , 2.9% increase from prior dividend of $0.35. Forward yield 1.23% Payable May 29; for shareholders of record May 19; ex-div May 19. See TKR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Timken The Timken Company (TKR) Q1 2026 Earnings Call Transcript The Timken Company 2026 Q1 - Results - Earnings Call Presentation The Timken Company: On A Roll And Reasonably Valued Timken projects 2026 adjusted EPS of $5.75-$6.25 as it raises sales outlook to 4%-6% Timken Non-GAAP EPS of $1.67 beats by $0.17, revenue of $1.23B beats by $70M
The latest tally of analyst opinions from the major brokerage houses shows that among the components of the S&P 500 index, Bio-Techne is now the #85 analyst pick, moving up by 1 spot. This rank is formed by averaging the analyst opinions for each component from each
The latest tally of analyst opinions from the major brokerage houses shows that among the components of the S&P 500 index, Bio-Techne is now the #85 analyst pick, moving up by 1 spot. This rank is formed by averaging the analyst opinions for each component from each