Staff at the property management company at Hong Kong’s inferno-ravaged Wang Fuk Court housing estate acted with disregard for legal requirements, taking such actions as deactivating the fire safety system despite knowing they needed a registered contractor to do so, an evidential hearing has been told. Victor Dawes, lead counsel for an independent committee investigating the November 26 blaze tha...
Staff at the property management company at Hong Kong’s inferno-ravaged Wang Fuk Court housing estate acted with disregard for legal requirements, taking such actions as deactivating the fire safety system despite knowing they needed a registered contractor to do so, an evidential hearing has been told. Victor Dawes, lead counsel for an independent committee investigating the November 26 blaze that claimed 168 lives, also pointed to the management company’s workflow as a contributing factor in...
YieldMax GOOGL Option Income Strategy ETF ( GOOY ) announces weekly distribution of $0.0789, -3.68% lower from the prior week's distribution of $0.0818. The annual distribution rate is 32.21%, with an SEC yield of 2.70%. The return of capital is 0.00%. Payable April 6; for shareholders of record April 2; ex-div April 2.Source: Press Release More on YieldMax™ GOOGL Option Income Strategy ETF GOOY: ...
YieldMax GOOGL Option Income Strategy ETF ( GOOY ) announces weekly distribution of $0.0789, -3.68% lower from the prior week's distribution of $0.0818. The annual distribution rate is 32.21%, with an SEC yield of 2.70%. The return of capital is 0.00%. Payable April 6; for shareholders of record April 2; ex-div April 2.Source: Press Release More on YieldMax™ GOOGL Option Income Strategy ETF GOOY: Turning Alphabet's Volatility Into Weekly Cash Flow Seeking Alpha’s Quant Rating on YieldMax™ GOOGL Option Income Strategy ETF Dividend scorecard for YieldMax™ GOOGL Option Income Strategy ETF
Singkham/iStock via Getty Images The Materials Select Sector SPDR Fund ( XLB ) rose +10.2% in the first quarter of 2026, making it one of the few S&P 500 sectors to post gains, supported by strength in chemicals and commodity-linked names. Seeking Alpha LyondellBasell Industries ( LYB ) jumped 86.1% in Q1, leading S&P 500 materials stocks, while Dow ( DOW ) gained 78.1% and CF Industries ( CF ) ro...
Singkham/iStock via Getty Images The Materials Select Sector SPDR Fund ( XLB ) rose +10.2% in the first quarter of 2026, making it one of the few S&P 500 sectors to post gains, supported by strength in chemicals and commodity-linked names. Seeking Alpha LyondellBasell Industries ( LYB ) jumped 86.1% in Q1, leading S&P 500 materials stocks, while Dow ( DOW ) gained 78.1% and CF Industries ( CF ) rose 67.9%, likely driven by higher petrochemical and fertilizer prices as the Middle East war continues to disrupt through the Strait of Hormuz . Other notable gainers included Albemarle ( ALB ), up 26.9%, and Corteva ( CTVA ), which advanced 24.9% during the quarter. On the downside, several materials names lagged despite the broader sector strength, as demand-sensitive segments like packaging and construction materials underperformed. CRH ( CRH ) fell 15.8% in Q1, while International Paper ( IP ) declined 9.4%. Martin Marietta Materials ( MLM ) dropped 5.5%, alongside Avery Dennison ( AVY ), down 5.1%. Amcor ( AMCR ) slipped 4.7%, Vulcan Materials ( VMC ) fell 4.5%, and Sherwin-Williams ( SHW ) edged lower by 1.1% during the quarter. The Q1 performance within the sector reflects a broader split between commodity-driven gains and demand-sensitive weakness, as war-driven supply disruptions and higher energy prices boosted chemicals and fertilizers, while softer construction and packaging demand weighed on other segments. The trend suggests materials performance remains closely tied to commodity cycles and geopolitical shocks rather than underlying economic strength. Materials ETFs: ( XLB ), ( VAW ), ( IYM ), ( FXZ ), ( MXI ), ( RSPM ) More on the material sector VAW Diversifies Risk With The Potential To Offer Solid Returns; IYW & FXZ Carry Higher Risks MXI: Materials Dashboard For March FXZ: A Quant-Based Fund Can Make The Most Out Of Basic Materials Bullish Trend Weekly ETF flows: six of 11 sectors record outflows; the financial sector leads inflows Alto Ingredients is the...
Key PointsThe “Great Rotation” is shifting capital toward tangible, cash-generating sectors, making today’s Microsoft an attractive long-term opportunity.
Key PointsThe “Great Rotation” is shifting capital toward tangible, cash-generating sectors, making today’s Microsoft an attractive long-term opportunity.
YieldMax GME Option Income Strategy ETF ( GMEY ) announces weekly distribution of $0.1391, -60.82% lower from the prior week's distribution of $0.2237. The annual distribution rate is 22.60%, with an SEC yield of 2.20%. The return of capital is 0.00%. Payable April 6; for shareholders of record April 2; ex-div April 2.Source: Press Release More on YieldMax GME Option Income Strategy ETF Dividend s...
YieldMax GME Option Income Strategy ETF ( GMEY ) announces weekly distribution of $0.1391, -60.82% lower from the prior week's distribution of $0.2237. The annual distribution rate is 22.60%, with an SEC yield of 2.20%. The return of capital is 0.00%. Payable April 6; for shareholders of record April 2; ex-div April 2.Source: Press Release More on YieldMax GME Option Income Strategy ETF Dividend scorecard for YieldMax GME Option Income Strategy ETF
The world’s first trillionaire? | Image: Cath Virginia / The Verge, Getty Images What's expected to be the biggest IPO in human history is reportedly underway. SpaceX has filed for an initial public offering with the Securities and Exchange Commission, according to a report from Bloomberg . But for now, the filing is confidential. Under SEC rules, SpaceX isn't required to make its S-1 prospectus p...
The world’s first trillionaire? | Image: Cath Virginia / The Verge, Getty Images What's expected to be the biggest IPO in human history is reportedly underway. SpaceX has filed for an initial public offering with the Securities and Exchange Commission, according to a report from Bloomberg . But for now, the filing is confidential. Under SEC rules, SpaceX isn't required to make its S-1 prospectus public until 15 days before it begins pitching to investors on its roadshow. That means we'll have to wait for details like Starlink's subscriber revenue, the cash burn rate of the Starship program, and how the recently absorbed xAI fits into the corporate structure. Currently, the company is rumored to be targeting a staggering … Read the full story at The Verge.
Hello! Is Moonshark. Moonshark say, long time since Moonshark have front page article but Moonshark believe is overdue if Moonshark does say so Moonshark self. Moonshark is shark from Moon, and Moon have important event come soon: is visit by astronauts from Earth for first time since before Moonshark born! Moonshark excited say hello! Hello Earth astronauts! Moon is best Moonshark remember storie...
Hello! Is Moonshark. Moonshark say, long time since Moonshark have front page article but Moonshark believe is overdue if Moonshark does say so Moonshark self. Moonshark is shark from Moon, and Moon have important event come soon: is visit by astronauts from Earth for first time since before Moonshark born! Moonshark excited say hello! Hello Earth astronauts! Moon is best Moonshark remember stories from Old Grandpa Moonshark about other times astronaut come visit Moon. Grandpa Moonshark ramble a lot, but also got autograph from Pete Conrad. Grandpa Moonshark say Pete Conrad definitely funniest astronaut come Moon. But Moonshark also hear Artemis II astronaut Victor Glover very funny too, so maybe Moonshark meet Victor and get one up on Old Grandpa Moonshark, make Old Grandpa Moonshark jealous! Read full article Comments
Alistair Berg Rocket Lab ( RKLB ) and Sandisk ( SNDK ) have received upgrades as analysts point to improved risk-reward profiles and structural improvements in hardware demand. Meanwhile, Qualcomm ( QCOM ) faces a downgrade amid smartphone market headwinds, and BJ’s Wholesale Club ( BJ ) sees a cautious outlook as the company shifts focus toward investments over near-term earnings growth. Upgrades...
Alistair Berg Rocket Lab ( RKLB ) and Sandisk ( SNDK ) have received upgrades as analysts point to improved risk-reward profiles and structural improvements in hardware demand. Meanwhile, Qualcomm ( QCOM ) faces a downgrade amid smartphone market headwinds, and BJ’s Wholesale Club ( BJ ) sees a cautious outlook as the company shifts focus toward investments over near-term earnings growth. Upgrades Rocket Lab Corporation ( RKLB ): Upgrade to Hold by David B. McMillan . The analyst notes that a 40% stock decline has created a more favorable risk-reward profile, supported by a $2 billion-plus backlog and high-margin HASTE contracts, though long-term valuation remains dependent on the Neutron rocket’s success. “Although Rocket Lab is still an expensive investment, I don't think that taking a leap of faith based on the ability, intelligence, and drive of its founder is unreasonable. There still has to be a plausible valuation case, but I'm willing to pay a premium for a company with a great leader.” Sandisk ( SNDK ): Upgrade to Neutral by Gary Alexander . Following a doubling of the stock price in 2026, the analyst points to structural industry improvements and robust data center demand that have elevated gross margins to the mid-to-high 60% range. “Sandisk's revenue soared 61% y/y to $3.03 billion, substantially beating Wall Street's expectations of $2.69 billion (+43% y/y) by an eighteen-point margin. Growth accelerated meaningfully versus a 23% y/y growth pace in Q1, which is a testament to the rabid demand for storage chips in the market right now.” Downgrades Qualcomm ( QCOM ): Downgrade by JR Research . The analyst cites widening headwinds as memory constraints and weak smartphone demand drive a sharp stock decline, with recovery unlikely before FY2027 given that smartphone chipset revenue represents over 62% of the company’s base. “While management indicates that they are confident in the demand for high-end smartphones, industry supply chain challenges are still ...
Alistair Berg Rocket Lab ( RKLB ) and Sandisk ( SNDK ) have received upgrades as analysts point to improved risk-reward profiles and structural improvements in hardware demand. Meanwhile, Qualcomm ( QCOM ) faces a downgrade amid smartphone market headwinds, and BJ’s Wholesale Club ( BJ ) sees a cautious outlook as the company shifts focus toward investments over near-term earnings growth. Upgrades...
Alistair Berg Rocket Lab ( RKLB ) and Sandisk ( SNDK ) have received upgrades as analysts point to improved risk-reward profiles and structural improvements in hardware demand. Meanwhile, Qualcomm ( QCOM ) faces a downgrade amid smartphone market headwinds, and BJ’s Wholesale Club ( BJ ) sees a cautious outlook as the company shifts focus toward investments over near-term earnings growth. Upgrades Rocket Lab Corporation ( RKLB ): Upgrade to Hold by David B. McMillan . The analyst notes that a 40% stock decline has created a more favorable risk-reward profile, supported by a $2 billion-plus backlog and high-margin HASTE contracts, though long-term valuation remains dependent on the Neutron rocket’s success. “Although Rocket Lab is still an expensive investment, I don't think that taking a leap of faith based on the ability, intelligence, and drive of its founder is unreasonable. There still has to be a plausible valuation case, but I'm willing to pay a premium for a company with a great leader.” Sandisk ( SNDK ): Upgrade to Neutral by Gary Alexander . Following a doubling of the stock price in 2026, the analyst points to structural industry improvements and robust data center demand that have elevated gross margins to the mid-to-high 60% range. “Sandisk's revenue soared 61% y/y to $3.03 billion, substantially beating Wall Street's expectations of $2.69 billion (+43% y/y) by an eighteen-point margin. Growth accelerated meaningfully versus a 23% y/y growth pace in Q1, which is a testament to the rabid demand for storage chips in the market right now.” Downgrades Qualcomm ( QCOM ): Downgrade by JR Research . The analyst cites widening headwinds as memory constraints and weak smartphone demand drive a sharp stock decline, with recovery unlikely before FY2027 given that smartphone chipset revenue represents over 62% of the company’s base. “While management indicates that they are confident in the demand for high-end smartphones, industry supply chain challenges are still ...
KanawatTH/iStock via Getty Images Nvidia Corporation ( NVDA ) and Marvell Technology, Inc. ( MRVL ) announced a major strategic partnership on March 31, 2026, which will also result in Nvidia making a $2.0B equity investment in the AI infrastructure company as well. The deal is based on Nvidia opening up its NVLink ecosystem to Marvell, which will then be able to build semi-custom AI infrastructur...
KanawatTH/iStock via Getty Images Nvidia Corporation ( NVDA ) and Marvell Technology, Inc. ( MRVL ) announced a major strategic partnership on March 31, 2026, which will also result in Nvidia making a $2.0B equity investment in the AI infrastructure company as well. The deal is based on Nvidia opening up its NVLink ecosystem to Marvell, which will then be able to build semi-custom AI infrastructure for its Data Center clients and integrate it seamlessly with Nvidia's GPU, networking, and storage platforms. NVLink is key for Nvidia to overcome communication bottlenecks inherent in traditional PCIe connections and is often referred to as Nvidia's nervous system. The deal is a positive, especially for Marvell, given its much smaller size, but Nvidia is also set to benefit from greater adoption of Nvidia NVLink Fusion, a tool that allows partner companies to tailor their own AI products around Nvidia’s rapidly-evolving and dominant AI technologies. Data by YCharts Previous rating I rated shares of Nvidia a Strong Buy consistently throughout 2025, including in my last coverage of the AI GPU maker in February— Growth Acceleration, FCF Surge, Agentic AI —right after the chip-maker reported blowout fourth-quarter earnings. Nvidia, as the leading global GPU company, is set to benefit from its partnership with Marvell through the growing adoption of its Nvidia NVLink platform, while Marvell is partnering with the biggest AI enterprise in the world, which will boost its XPU business. I previously also covered Marvell Technologies and rated the AI infrastructure company a strong buy, mainly because of the massive TAM expansion of the Data Center market: My Top AI Investment Pick For 2026 . Partnership and $2.0B strategic investment Nvidia and Marvell announced a major strategic partnership on Tuesday that highlighted the growing need of AI companies to integrate their technologies in order to offer hyperscalers better inference performance. According to the press statement from...
KanawatTH/iStock via Getty Images Nvidia Corporation ( NVDA ) and Marvell Technology, Inc. ( MRVL ) announced a major strategic partnership on March 31, 2026, which will also result in Nvidia making a $2.0B equity investment in the AI infrastructure company as well. The deal is based on Nvidia opening up its NVLink ecosystem to Marvell, which will then be able to build semi-custom AI infrastructur...
KanawatTH/iStock via Getty Images Nvidia Corporation ( NVDA ) and Marvell Technology, Inc. ( MRVL ) announced a major strategic partnership on March 31, 2026, which will also result in Nvidia making a $2.0B equity investment in the AI infrastructure company as well. The deal is based on Nvidia opening up its NVLink ecosystem to Marvell, which will then be able to build semi-custom AI infrastructure for its Data Center clients and integrate it seamlessly with Nvidia's GPU, networking, and storage platforms. NVLink is key for Nvidia to overcome communication bottlenecks inherent in traditional PCIe connections and is often referred to as Nvidia's nervous system. The deal is a positive, especially for Marvell, given its much smaller size, but Nvidia is also set to benefit from greater adoption of Nvidia NVLink Fusion, a tool that allows partner companies to tailor their own AI products around Nvidia’s rapidly-evolving and dominant AI technologies. Data by YCharts Previous rating I rated shares of Nvidia a Strong Buy consistently throughout 2025, including in my last coverage of the AI GPU maker in February— Growth Acceleration, FCF Surge, Agentic AI —right after the chip-maker reported blowout fourth-quarter earnings. Nvidia, as the leading global GPU company, is set to benefit from its partnership with Marvell through the growing adoption of its Nvidia NVLink platform, while Marvell is partnering with the biggest AI enterprise in the world, which will boost its XPU business. I previously also covered Marvell Technologies and rated the AI infrastructure company a strong buy, mainly because of the massive TAM expansion of the Data Center market: My Top AI Investment Pick For 2026 . Partnership and $2.0B strategic investment Nvidia and Marvell announced a major strategic partnership on Tuesday that highlighted the growing need of AI companies to integrate their technologies in order to offer hyperscalers better inference performance. According to the press statement from...
YieldMax Gold Miners Option Income Strategy ETF ( GDXY ) announces weekly distribution of $0.1436, 9.82% higher from the prior week's distribution of $0.1295. The annual distribution rate is 53.32%, with an SEC yield of 2.04%. The return of capital is 94.96%. Payable April 6; for shareholders of record April 2; ex-div April 2.Source: Press Release More on YieldMax Gold Miners Option Income Strateg...
YieldMax Gold Miners Option Income Strategy ETF ( GDXY ) announces weekly distribution of $0.1436, 9.82% higher from the prior week's distribution of $0.1295. The annual distribution rate is 53.32%, with an SEC yield of 2.04%. The return of capital is 94.96%. Payable April 6; for shareholders of record April 2; ex-div April 2.Source: Press Release More on YieldMax Gold Miners Option Income Strategy ETF GDXY: How To Monetize The Volatility Coming From Gold Miners GDXY: Extreme Distributions, And A Tail Risk Not To Forget GDXY: Structurally Incapable Of Capturing Gold's Rally YieldMax Gold Miners Option Income Strategy ETF announces weekly distribution of $0.1295 Seeking Alpha’s Quant Rating on YieldMax Gold Miners Option Income Strategy ETF
Richard Drury/DigitalVision via Getty Images Highlights U.S. stocks rose in Q4, supported by strong corporate earnings and consumer spending, as well as solid economic growth. The fund outperformed the Russell 1000 Growth Index, helped the most by favorable security selection in the information technology, industrials, and communication services sectors. Picks in consumer discretionary detracted. ...
Richard Drury/DigitalVision via Getty Images Highlights U.S. stocks rose in Q4, supported by strong corporate earnings and consumer spending, as well as solid economic growth. The fund outperformed the Russell 1000 Growth Index, helped the most by favorable security selection in the information technology, industrials, and communication services sectors. Picks in consumer discretionary detracted. In positioning the portfolio for continued economic acceleration, the fund was overweight its growth and valuation upside factors and underweight its total capital return and quality factors. Market review and outlook U.S. equities rose in Q4, bolstered by robust corporate earnings, resilient consumer spending, and solid economic growth, even as anxiety about lofty valuations among tech stocks and concern about massive spending on artificial intelligence supported value and cyclical sectors over their growth counterparts. The cooling labor market and worries about inflation risks also kept the markets on edge, even as faster-than-expected economic growth supported equities. The U.S. Federal Reserve reduced its benchmark short-term interest rate by a quarter point at each of its two meetings in Q4. However, policymakers were divided on their outlook for interest rates amid considerable uncertainty about inflation and employment. As of year-end, we maintain a strong outlook, as uncertainty about central bank policy has eased and global monetary and fiscal measures remain supportive, though recent labor data has softened. Given improving investor sentiment and ongoing divergence among equity markets, we maintain a constructive outlook that, in our view, may provide a favorable environment for bottom-up stock selection. Contributors and detractors In Q4, the fund outperformed the benchmark, driven by favorable security selection, especially in the information technology, industrials, and communication services sectors, partly offset by picks in consumer discretionary. In additi...