Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is one of 15 stocks with the biggest hedge fund momentum, after gaining 27 hedge fund holders during the fourth quarter of 2025. On February 24, Apple said that it is on track to purchase more than 100 million advanced chips produced by Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) […]
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is one of 15 stocks with the biggest hedge fund momentum, after gaining 27 hedge fund holders during the fourth quarter of 2025. On February 24, Apple said that it is on track to purchase more than 100 million advanced chips produced by Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) […]
NVIDIA Corp. (NASDAQ:NVDA) is one of 15 stocks with the biggest hedge fund momentum, after gaining 27 hedge fund holders during the fourth quarter of 2025. On February 25, NVIDIA Corp. (NASDAQ:NVDA) reported record revenue for its fourth quarter ended January 25, 2026, of $68.1 billion, up 20% from the previous quarter and up 73% […]
NVIDIA Corp. (NASDAQ:NVDA) is one of 15 stocks with the biggest hedge fund momentum, after gaining 27 hedge fund holders during the fourth quarter of 2025. On February 25, NVIDIA Corp. (NASDAQ:NVDA) reported record revenue for its fourth quarter ended January 25, 2026, of $68.1 billion, up 20% from the previous quarter and up 73% […]
Duke Energy ( DUK ) shares continued gains for seven straight sessions, as the stock closed 1.25% higher at $130.84 on Friday. The energy company gained nearly 2% in the preceding six sessions. The shares have gained over 9% in the past month. Looking at Seeking Alpha’s quant rating , DUK has a Hold rating with a score of 3.18 out of 5. The company has been graded A+ for profitability but is dragg...
Duke Energy ( DUK ) shares continued gains for seven straight sessions, as the stock closed 1.25% higher at $130.84 on Friday. The energy company gained nearly 2% in the preceding six sessions. The shares have gained over 9% in the past month. Looking at Seeking Alpha’s quant rating , DUK has a Hold rating with a score of 3.18 out of 5. The company has been graded A+ for profitability but is dragged down by a D- grade for growth and a D+ for momentum and revisions. Turning to the Wall Street community, 10 out of 22 analysts rated DUK a Buy and above, 12 analysts have given the stock a Hold recommendation, and no one recommended Sell or below. Seeking Alpha analysts have issued a Buy call for DUK, with two analysts rating it Buy, while one analyst suggested to Hold. Seeking Alpha analyst Zoltan Ban rated DUK a Buy, raising the price target to $118 from under $115, reflecting improved fundamentals and continued outperformance versus peers. Ban highlighted that Duke Energy Corporation delivered strong Q4 and FY2025 results, with revenue up nearly 7% and net income approaching $5 billion. Ban added that DUK benefits from demographic trends in its main markets and a lower forward P/E than NextEra. However, he warned that rising debt-servicing costs, now over 11% of revenues, remain a key concern. On a year-to-date basis, the shares have gained 11%, outpacing the broader market, which rose by nearly 1%. More on Duke Energy Duke Energy Beats Expectations, Continues To Be A Buy Duke Energy projects 5%–7% EPS growth through 2030 while expanding $103B capital plan Duke Energy signed 1.5 GW of new data center deals in Q4, lifting total pipeline to 4.5 GW
Micron Technology Inc. (NASDAQ:MU) is one of 15 stocks with the biggest hedge fund momentum, after gaining 30 hedge fund holders during the fourth quarter of 2025. On February 16, The Wall Street Journal reported that Micron Technology Inc. (NASDAQ:MU) is spending $200 billion as it rushes to add manufacturing capacity to avert the biggest […]
Micron Technology Inc. (NASDAQ:MU) is one of 15 stocks with the biggest hedge fund momentum, after gaining 30 hedge fund holders during the fourth quarter of 2025. On February 16, The Wall Street Journal reported that Micron Technology Inc. (NASDAQ:MU) is spending $200 billion as it rushes to add manufacturing capacity to avert the biggest […]
May NY world sugar #11 (SBK26 ) on Friday closed down -0.06 (-0.43%), and May London ICE white sugar #5 (SWK26 ) closed down -0.20 (-0.05%). Sugar prices moved lower on Friday after the International Sugar Organization (ISO) forecast a +1.22 MMT (million metric ton) sugar surplus in 2025-26, below...
May NY world sugar #11 (SBK26 ) on Friday closed down -0.06 (-0.43%), and May London ICE white sugar #5 (SWK26 ) closed down -0.20 (-0.05%). Sugar prices moved lower on Friday after the International Sugar Organization (ISO) forecast a +1.22 MMT (million metric ton) sugar surplus in 2025-26, below...
May arabica coffee (KCK26 ) on Friday closed down -1.55 (-0.55%), and May ICE robusta coffee (RMK26 ) closed down -15 (-0.41%). Coffee prices settled lower on Friday amid pressure from an outlook for higher global coffee output. Rabobank said Wednesday that global coffee production is projected to reach a...
May arabica coffee (KCK26 ) on Friday closed down -1.55 (-0.55%), and May ICE robusta coffee (RMK26 ) closed down -15 (-0.41%). Coffee prices settled lower on Friday amid pressure from an outlook for higher global coffee output. Rabobank said Wednesday that global coffee production is projected to reach a...
May ICE NY cocoa (CCK26 ) on Friday closed down -175 (-5.71%), and March ICE London cocoa #7 (CAH26 ) closed down -107 (-5.02%). Cocoa prices settled sharply lower on Friday, plummeting to 2.75-year lows on the nearest futures chart. Cocoa prices are in the midst of a seven-week-long downtrend...
May ICE NY cocoa (CCK26 ) on Friday closed down -175 (-5.71%), and March ICE London cocoa #7 (CAH26 ) closed down -107 (-5.02%). Cocoa prices settled sharply lower on Friday, plummeting to 2.75-year lows on the nearest futures chart. Cocoa prices are in the midst of a seven-week-long downtrend...
Joint collaboration combines the Amdocs' Agentic Services, as part of Amdocs agentic operating system, aOS, with Microsoft's AI technologies to help enterprises modernize faster, at scale, and with greater resilience. JERSEY CITY, NJ / ACCESS Newswire ...
Joint collaboration combines the Amdocs' Agentic Services, as part of Amdocs agentic operating system, aOS, with Microsoft's AI technologies to help enterprises modernize faster, at scale, and with greater resilience. JERSEY CITY, NJ / ACCESS Newswire ...
SAN FRANCISCO, February 27, 2026--Asana, Inc. (NYSE: ASAN)(LTSE: ASAN), a leading work management platform for human and AI collaboration, today announced that Asana’s executives will present at the following investor events:
SAN FRANCISCO, February 27, 2026--Asana, Inc. (NYSE: ASAN)(LTSE: ASAN), a leading work management platform for human and AI collaboration, today announced that Asana’s executives will present at the following investor events:
Alphabet Inc. (NASDAQ:GOOGL) is one of 15 stocks with the biggest hedge fund momentum, after gaining 41 hedge fund holders during the fourth quarter of 2025. On February 24, Alphabet Inc. (NASDAQ:GOOGL)’s Google doubled down on efforts to secure power supply for its data centers across the country by entering into separate agreements with U.S. […]
Alphabet Inc. (NASDAQ:GOOGL) is one of 15 stocks with the biggest hedge fund momentum, after gaining 41 hedge fund holders during the fourth quarter of 2025. On February 24, Alphabet Inc. (NASDAQ:GOOGL)’s Google doubled down on efforts to secure power supply for its data centers across the country by entering into separate agreements with U.S. […]
Amazon.com Inc. (NASDAQ:AMZN) is one of 15 stocks with the biggest hedge fund momentum, after gaining 46 hedge fund holders during the fourth quarter of 2025. On February 23, Amazon.com Inc. (NASDAQ:AMZN) announced plans to invest $12B in northwest Louisiana to build data center campuses that will support cloud computing technologies. The online retailer said […]
Amazon.com Inc. (NASDAQ:AMZN) is one of 15 stocks with the biggest hedge fund momentum, after gaining 46 hedge fund holders during the fourth quarter of 2025. On February 23, Amazon.com Inc. (NASDAQ:AMZN) announced plans to invest $12B in northwest Louisiana to build data center campuses that will support cloud computing technologies. The online retailer said […]
SpaceX is targeting filing confidentially for an initial public offering as soon as next month, according to people familiar with the matter. Bailey Lipschultz has more on "Bloomberg The Close." (Source: Bloomberg)
SpaceX is targeting filing confidentially for an initial public offering as soon as next month, according to people familiar with the matter. Bailey Lipschultz has more on "Bloomberg The Close." (Source: Bloomberg)
MicroStockHub Wall Street’s major market averages finished lower on Friday after the January wholesale inflation report came in hotter than expected, dampening investor sentiment and reinforcing concerns that price pressures remain sticky. The blue-chip Dow Jones Industrial Average ( DJI ) fell 1%, while the benchmark S&P 500 ( SP500 ) declined 0.4%. The tech-heavy Nasdaq Composite ( COMP:IND ) sh...
MicroStockHub Wall Street’s major market averages finished lower on Friday after the January wholesale inflation report came in hotter than expected, dampening investor sentiment and reinforcing concerns that price pressures remain sticky. The blue-chip Dow Jones Industrial Average ( DJI ) fell 1%, while the benchmark S&P 500 ( SP500 ) declined 0.4%. The tech-heavy Nasdaq Composite ( COMP:IND ) shed 0.9% on the session, though its weekly performance told a more nuanced story. According to Seeking Alpha analyst Alex King of Cestrian Capital Research , underlying market dynamics may be shifting despite the day’s losses. “There is signal in the noise this week,” King said. “For some weeks now the Nasdaq has been the weaker of the three main U.S. equity indices. This week — of all weeks, the week in which we are being told that software is going to zero — the Nasdaq will close more or less flat on the week, versus declines in the S&P, the Dow and the Russell 2000.” King added that the relative resilience could mark the early stages of a rotation back into technology shares, particularly software. “We believe that sleeping on software will be a mistake,” he added. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). More on markets Sabra Health Care: Leveraging SHOP To Capture Silver Tsunami Tailwinds Luotea Oyj (LASKF) Q4 2025 Earnings Call Transcript Match Group: A Re-Rating Setup Backed By Double-Digit Yield (Rating Upgrade) Not all abroad is beating the S&P 500 SpaceX targets confidential IPO filing as soon as next month - report
JHVEPhoto/iStock Editorial via Getty Images In this article I intend to update my thesis for Nutrien Ltd. ( NTR ). This is a company I haven't reviewed in over 4 years, and I no longer own stock. My previous article from 2021 can be found here - but given that the thesis at the time was "broken" when the company appreciated very significantly, I sold out of that position after only a few months of...
JHVEPhoto/iStock Editorial via Getty Images In this article I intend to update my thesis for Nutrien Ltd. ( NTR ). This is a company I haven't reviewed in over 4 years, and I no longer own stock. My previous article from 2021 can be found here - but given that the thesis at the time was "broken" when the company appreciated very significantly, I sold out of that position after only a few months of holding it. Fertilizer and agricultural chemicals, as well as related pesticides and seed technologies, are very volatile sectors. Why? Because they reflect the very volatile underlying tendencies in a volatile agriculture and chemical market. To expect these companies to be anything but volatile would be to expect them to go against their natural tendencies, as with most basic materials or energy stocks, which are equally correlated. That doesn't mean they are not attractive, or cannot be attractive investments. They certainly can, and are, under the right type of circumstance. That's what I invest in, have invested in in the past, and will continue to invest in going forward. But the return, as well as how the company has performed over time (the volatility is what I am referring to here), highlights the importance of a valuation-oriented approach to ensure that you do not "stay" in a company when it is overvalued. What I'll do here is provide a thorough business update for Nutrien, look at what the company might deliver going forward, given the macro situation (this is very important when it comes to fertilizers and agriculture), and what, if any, alternatives there are to invest in here. Alternatives are important. I believe the acceptable "spread" in terms of PT/FV here are fairly low, and given also the general state of market overvaluation, you want to keep things relatively "tight" here. Let's see what we have for Nutrien in 2026. Nutrien: A reflection of the issues and challenges in global fertilizers Some significant news that seems to have not been highlighted a...
Dmitry Vinogradov/iStock Editorial via Getty Images The State Street SPDR Portfolio S&P 400 Mid Cap ETF ( SPMD ) is significantly outshining the S&P 500 in 2026. SPMD’s price upside is being driven by rate cuts, economic stability and earnings growth power. The uptrend in the mid-cap category is expected to last over the medium to long term, given favorable market conditions. In addition, the cate...
Dmitry Vinogradov/iStock Editorial via Getty Images The State Street SPDR Portfolio S&P 400 Mid Cap ETF ( SPMD ) is significantly outshining the S&P 500 in 2026. SPMD’s price upside is being driven by rate cuts, economic stability and earnings growth power. The uptrend in the mid-cap category is expected to last over the medium to long term, given favorable market conditions. In addition, the category appears attractive due to cheap valuation. Therefore, I initiate coverage of SPMD with a buy rating. SPMD Performance and Potential Upside in 2026 SPMD price Performance (Seeking Alpha) The State Street SPDR Portfolio S&P 400 Mid Cap ETF tracks the performance of the S&P MidCap 400 Index by using representative sampling technique. Af ter years of underperformance, SPMD has started to outperform the S&P 500 index in 2026. Year to date, the fund’s share price soared nearly 8%. The ETF is up 15% since late November, beating the S&P 500 by nearly 10%. The uptrend was fuelled by three rate cuts in late 2025. In 2026, I expect SPMD’s share price to deliver more than 20% in price return. The ETF has highlighted its strong upside potential in the previous rate cut cycles. For example, in 2021, SPMD’s price rallied nearly 25% amid a zero interest rate policy. In 2026, the fund’s upside is likely to be backed by easing financing conditions. Furthermore, the category’s earnings growth power and cheap valuation are among the catalysts. Easing Monetary Policy is the Biggest Catalyst Fed rate cuts (Tradingeconomic) The Federal Reserve slashed rates three times in the second half of 2025 to end the year in a range of 3.50% to 3.75%. CME data suggests multiple rate cuts in 2026, with expectations to end the year around 3.0% to 3.25%. Although the Fed is an independent body, President Trump’s keen interest in bringing rates to the lowest possible level boosts prospects for rate cuts in 2026. In addition, the US inflation rate declined below 2.5% range in January 2026 from around 9.1% i...
Hedge funds turned the most bullish on Brent crude since April 2024 as investors grew more concerned that US military action in the Middle East could be imminent and disrupt oil supplies flowing out of the region. Money managers increased their net-long stance on Brent crude by 57,766 lots to 320,952 lots in the week ended Feb. 24, the highest in nearly two years, data from ICE Futures Europe show...
Hedge funds turned the most bullish on Brent crude since April 2024 as investors grew more concerned that US military action in the Middle East could be imminent and disrupt oil supplies flowing out of the region. Money managers increased their net-long stance on Brent crude by 57,766 lots to 320,952 lots in the week ended Feb. 24, the highest in nearly two years, data from ICE Futures Europe show. Bullish wagers on US West Texas Intermediate oil also rose to a seven-month high, according to the Commodity Futures Trading Commission. Investors renewed their bullish stance on crude after optimism over progress in US-Iran talks leading to a diplomatic resolution have been short-lived, restoring a risk premium to benchmark futures prices. Traders also digested signs that any US military operation would likely be an extended campaign, rather than a targeted operation like the overnight attack against Iran’s nuclear sites last June. The US military buildup in the Middle East is the largest in the region since the 2003 invasion of Iraq.
alexsl/iStock via Getty Images The S&P 500 Index (SP500, SPY) struggled in February. Often a tough month, U.S. large caps gave back 1% after a solid beginning to 2026 . But it wasn’t all doom and gloom, particularly for diversified investors. The S&P MidCap 400 ETF ( MDY ) jumped 3.5% for its best monthly close, while the Russell 2000 ETF ( IWM ) managed to finish about unchanged in the first quar...
alexsl/iStock via Getty Images The S&P 500 Index (SP500, SPY) struggled in February. Often a tough month, U.S. large caps gave back 1% after a solid beginning to 2026 . But it wasn’t all doom and gloom, particularly for diversified investors. The S&P MidCap 400 ETF ( MDY ) jumped 3.5% for its best monthly close, while the Russell 2000 ETF ( IWM ) managed to finish about unchanged in the first quarter’s middle month. There was major strength internationally . The Vanguard FTSE All-World Ex-US ETF ( VEU ) soared 5%, finishing February with its 14 th consecutive weekly climb on a total return basis. The U.S. dollar Index ETF ( UUP ) actually gained 1%, making VEU’s intense relative strength all the more impressive. Over in the bond market, the iShares US Aggregate Bond ETF ( AGG ) logged a nearly 2% total return , thanks to falling Treasury rates. The benchmark 10-year rate ( US10Y ) dipped under 4% for the first time in three months—its lowest weekly settle since September 2024. The 2-year rate is now at its lowest since September 2022. Private credit worries seeped into the U.S. high-yield space, with the HY OAS widening to near 300 basis points. Oil ( USO ), meanwhile, ticked toward 7-month highs. WTI scaled $67 per barrel, and Brent hit $72. The spread between US and international oil widened amid concerns that the U.S. would strike Iran. We can’t leave out gold ( XAUUSD:CUR) and bitcoin ( BTC-USD ). The former recovered impressively after a sharp late-January correction. The Gold ETF ( GLD ) added 8% . Bitcoin , however, fell hard through the first half of February. The iShares Bitcoin ETF ( IBIT ) tallied yet another down month, taking a 22% February drubbing. The S&P VIX Index ( VIX ) hit 22 on the final day of the month, its highest weekly close going back to November 2025. Nasdaq 100 and S&P 500 Were Weak, But U.S. SMIDs and Ex-US Positive Koyfin Charts Bonds (AGG) Near Record Highs on a Total Return Basis Stockcharts.com Zooming into the sector performance vi...