Looking at the universe of stocks we cover at Dividend Channel, on 5/11/26, PIMCO Corporate Income Fund (Symbol: PCN) will trade ex-dividend, for its monthly dividend of $0.1125, payable on 6/1/26. As a percentage of PCN's recent stock price of $12.07, this dividend works out t
Looking at the universe of stocks we cover at Dividend Channel, on 5/11/26, PIMCO Corporate Income Fund (Symbol: PCN) will trade ex-dividend, for its monthly dividend of $0.1125, payable on 6/1/26. As a percentage of PCN's recent stock price of $12.07, this dividend works out t
Looking at the universe of stocks we cover at Dividend Channel, on 5/11/26, Virtus Global Multi-sector Income Fundhar (Symbol: VGI) will trade ex-dividend, for its monthly dividend of $0.08, payable on 5/28/26. As a percentage of VGI's recent stock price of $7.62, this dividend
Looking at the universe of stocks we cover at Dividend Channel, on 5/11/26, Virtus Global Multi-sector Income Fundhar (Symbol: VGI) will trade ex-dividend, for its monthly dividend of $0.08, payable on 5/28/26. As a percentage of VGI's recent stock price of $7.62, this dividend
Jonathan Kitchen/DigitalVision via Getty Images I am revisiting my bull case on IREN Limited ( IREN ) after the company reported Q3 FY26 earnings that confirm most of the arguments from the bears. The company is still relying on dilution to fund the AI buildout, revenue is still mostly coming from bitcoin mining, and the Nvidia deal looks circular. Despite that, I think the bears are dead wrong. I...
Jonathan Kitchen/DigitalVision via Getty Images I am revisiting my bull case on IREN Limited ( IREN ) after the company reported Q3 FY26 earnings that confirm most of the arguments from the bears. The company is still relying on dilution to fund the AI buildout, revenue is still mostly coming from bitcoin mining, and the Nvidia deal looks circular. Despite that, I think the bears are dead wrong. In fact, the market reaction after Q3 FY 2026 earnings makes sense to me. In my view, what changed after the print was perception. In my view, IREN is no longer perceived as a bitcoin miner trying to attach itself to AI because the market is rewarding anything with GPU or power exposure. After the Microsoft ( MSFT ) and Nvidia ( NVDA ) deals, I think the company is being treated much more like an emerging neocloud infrastructure platform, alongside names like Nebius ( NBIS ) and CoreWeave ( CRWV ). This is the shift in perspective that I want to see in a stock whose current fundamentals look anything but exciting. Q3 FY2026 total revenue fell to $144.8m from $184.7m in Q2, with AI cloud revenue. On top of that, the net loss of $247.8m included $140.4m of non-cash impairment charges, largely tied to decommissioning mining hardware. This proves that the pivot is painful if one is looking at the current fundamentals. In my view, the market favors stories. The story of Iren is strong enough for this stock to be in my portfolio, although I still favor Nebius as a cleaner exposure to the neoclouds. That's my exposure to IREN is in the low single digit % of my portfolio's NVL. As for CoreWeave, I think it’s a similar case to Nvidia: as a leader in the space, most of the upside is priced in, and therefore, any small disappointment (like the Q2 guide of $2.45B and $2.6B, below the $2.7B consensus) may lead to a selloff. In any case, I am looking at Iren in this piece, and why I think it’s still a Buy. Why Is Iren Up After Q3 FY 2026 Earnings? In just a few words, I think it’s because...
Marqeta ( MQ ) announced on Friday the appointment of Lukasz Strozek as the company’s chief technology officer, effective May 18, 2026. The company said that Strozek will lead the company’s global technology and engineering functions. "He will join Marqeta from LendingClub, where he served as CTO responsible for the engineering, product, and data organizations. Before that, Strozek was CTO of Hipp...
Marqeta ( MQ ) announced on Friday the appointment of Lukasz Strozek as the company’s chief technology officer, effective May 18, 2026. The company said that Strozek will lead the company’s global technology and engineering functions. "He will join Marqeta from LendingClub, where he served as CTO responsible for the engineering, product, and data organizations. Before that, Strozek was CTO of Hippo Insurance, where he led the software engineering, data engineering, and product management teams across multiple business lines. Earlier he held engineering and product leadership roles at Bridgewater Associates, Bolt Financial, and SoFi following its 2018 acquisition of Clara Lending , a digital mortgage platform he co-founded," the company added. More on Marqeta Marqeta: Slowing Growth And Block Dependency Keep Valuation In Check Marqeta expects $15M GAAP net income in 2026 while maintaining 12%-14% net revenue growth outlook Marqeta GAAP EPS of $0.02 beats by $0.02, revenue of $166M beats by $1.84M
Inseego ( INSG ) shares plunged 20.5% after the company reported Q1 results that included a revenue miss and weaker-than-expected forward guidance, overshadowing an EPS beat. The company posted Q1 non-GAAP EPS of -$0.06, beating consensus estimates of -$0.15, while revenue rose 8% year over year to $34.3M, slightly below the $34.5M consensus estimate. Adjusted EBITDA for the quarter came in at $1....
Inseego ( INSG ) shares plunged 20.5% after the company reported Q1 results that included a revenue miss and weaker-than-expected forward guidance, overshadowing an EPS beat. The company posted Q1 non-GAAP EPS of -$0.06, beating consensus estimates of -$0.15, while revenue rose 8% year over year to $34.3M, slightly below the $34.5M consensus estimate. Adjusted EBITDA for the quarter came in at $1.8M, while GAAP net loss widened to $4.5M from $1.6M a year earlier. Gross margin was 48.3%, marking the fifth consecutive quarter with gross margin above 40%. Looking ahead, Inseego guided Q2 revenue to $36.5M–$43.5M, well below the $45.9M analyst consensus, and projected adjusted EBITDA of $250K to $2M. The company also forecast full-year 2026 revenue of about $190M, roughly in line with the $189.2M consensus estimate. “We delivered results within guidance in Q1 and continued to execute on our strategy to further diversify our customers and product portfolio,” said Juho Sarvikas, CEO of Inseego. “As we have communicated previously, we are focused on investment in the first half of 2026, in particular for carrier ramps, product launches, and portfolio expansion. We continued to execute against this strategy in Q1, which will drive revenue and profitability expansion in the second half of the year.” The company recently signed a deal to acquire Nokia’s ( NOK ) Fixed Wireless Access business, which is expected to close in Q4 2026 subject to normal terms and conditions of transactions like this. Based on its current run rate of approximately $200M in annualized revenue, the acquisition is expected to double Inseego’s revenue upon closing, the company said. " While our focus continues to be on organic growth and execution, I am very excited about our acquisition of Nokia’s FWA business, which will be a transformational acquisition for us, provides immediate global scale, and accelerates our strategy in a very significant way," Sarvikas added. More on Inseego Inseego: Nokia FWA ...
Jonathan Kitchen/DigitalVision via Getty Images Alphabet ( GOOG )( GOOGL ) kicked off the current era of AI by publishing research exploring transformers, the underlying concept powering large language models. The company’s Gemini models rank among the best, although they have generally been seen as a bit behind both Anthropic ( ANTHRO ) and OpenAI ( OPENAI ). I don’t know if Alphabet will ever ca...
Jonathan Kitchen/DigitalVision via Getty Images Alphabet ( GOOG )( GOOGL ) kicked off the current era of AI by publishing research exploring transformers, the underlying concept powering large language models. The company’s Gemini models rank among the best, although they have generally been seen as a bit behind both Anthropic ( ANTHRO ) and OpenAI ( OPENAI ). I don’t know if Alphabet will ever catch up, let alone overtake the leading frontier models, but the more Alphabet and the AI industry evolve, the more I’m convinced that it doesn’t really matter. I believe Alphabet is going to benefit immensely pretty much no matter which way it develops. The company owns stakes in numerous AI companies, including a double-digit stake in Anthropic. Its TPUs are now emerging as a leading inference chip, and as AI is ever more closely integrated into society, inference demands are likely to spike. Alphabet also possesses an absolutely massive data horde, and given how data-dependent AI is, it may be possible to monetize it. I don’t see the AI industry as winner-takes-all. I do believe that a small number of companies are likely to dominate the industry, while open-source models and other tools should provide end users with alternatives. Yet I do believe that Alphabet is close to guaranteed to rank among the small number of companies that will lead the AI industry. Alphabet can win on multiple fronts, and even if a major front collapses, say, the Gemini model falls too far behind, the company can still claim crucial victories elsewhere. GOOG Seeking Alpha A post-earnings price surge, however, has pushed GOOG's price ever higher, as pictured above. A pullback in the near future would not be surprising, but long-term, I remain at buy even in spite of the high valuation, as explored below. The AI industry will continue to evolve, creating winners and losers, but I'm very confident Alphabet will be among the winners pretty much no matter how things unfold. Alphabet’s Many, Many AI S...
Shares of Innodata ( INOD ) surged more than 90% Friday after the company posted record first-quarter results that sharply beat Wall Street expectations, and raised its full-year revenue outlook. The AI data engineering and services company reported Q1 GAAP diluted EPS of $0.42, crushing consensus estimates by $0.34. Revenue jumped 54.4% year over year to $90.1M, ahead of expectations by roughly $...
Shares of Innodata ( INOD ) surged more than 90% Friday after the company posted record first-quarter results that sharply beat Wall Street expectations, and raised its full-year revenue outlook. The AI data engineering and services company reported Q1 GAAP diluted EPS of $0.42, crushing consensus estimates by $0.34. Revenue jumped 54.4% year over year to $90.1M, ahead of expectations by roughly $13.6M. Adjusted EBITDA nearly doubled to $25M from $12.7M a year earlier, while cash, equivalents, and short-term investments rose to $117.4M at quarter-end. The company said it remains debt-light, with its expanded $50M Wells Fargo credit facility undrawn. CEO Jack Abuhoff said the quarter demonstrated “scale, margin expansion, and cash generation,” adding that Innodata is now raising its 2026 revenue growth forecast to ~40% or more, up from prior guidance of at least 35%. The company also disclosed new engagements with a major Big Tech customer expected to generate about $51M in revenue during 2026. Innodata said the customer contributed no revenue a year ago but is now projected to become its second-largest client this year. Investors also reacted positively to the company’s expanding AI platform initiatives and growing hyperscaler partnerships. More on Innodata Isogen Innodata: Still Not Chasing Despite Valuation Reset Innodata: Not The Cheapest Data Refiner Around, But The Growth Profile Helps Innodata Inc. (INOD) Q4 2025 Earnings Call Transcript Innodata anticipates 35%+ revenue growth in 2026 while advancing data innovation for AI Seeking Alpha’s Quant Rating on Innodata Isogen
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)