Shares of Apple (NASDAQ:AAPL) are up roughly 5% in Friday morning trading, climbing to about $284 after the iPhone maker delivered a powerful fiscal second-quarter beat and bullish forward guidance following Thursday’s close. The rally caps a quiet stretch in which AAPL stock had quietly become the Magnificent 7 laggard of 2026. Through Thursday’s close ... Apple Pops 5% on Q2 Beat: Has the iPhone...
Shares of Apple (NASDAQ:AAPL) are up roughly 5% in Friday morning trading, climbing to about $284 after the iPhone maker delivered a powerful fiscal second-quarter beat and bullish forward guidance following Thursday’s close. The rally caps a quiet stretch in which AAPL stock had quietly become the Magnificent 7 laggard of 2026. Through Thursday’s close ... Apple Pops 5% on Q2 Beat: Has the iPhone Maker Found Its Growth Story Again?
da-kuk/E+ via Getty Images Public sentiment on inflation remained weak, with approval ratings falling to 29%, just above the previous low of 28% seen during the Biden administration. The chart highlighted a steady decline across inflation, economic, and overall approval measures through early 2026, according to BofA Global Research. Inflation-specific approval deteriorated more sharply than broade...
da-kuk/E+ via Getty Images Public sentiment on inflation remained weak, with approval ratings falling to 29%, just above the previous low of 28% seen during the Biden administration. The chart highlighted a steady decline across inflation, economic, and overall approval measures through early 2026, according to BofA Global Research. Inflation-specific approval deteriorated more sharply than broader economic sentiment, suggesting that price pressures continued to dominate public concerns even as other indicators stabilized. This divergence underscored the political sensitivity of inflation in the macro environment, according to BofA. The timeline also pointed to a further weakening in approval metrics following the onset of the Iran conflict, indicating that geopolitical developments were amplifying inflation concerns, according to BofA Global Research. Strategists noted that reversing this decline in inflation approval was critical to sustaining the expansion. Persistently low approval could increase pressure for policy intervention, with potential implications for bond yields and broader financial markets, according to BofA. Here is the chart: BofA More on markets Median Household Income In March 2026 Powell To Stay In The Best Interest Of The Institution May Day: Market Looks For U.S. Leadership 30-year treasury yield nears 5% 'maginot line' as risk of breakout looms U.S. economy's nominal 'boom loop' - BofA
Gary Yeowell/DigitalVision via Getty Images It has been a year since I started covering Landstar System, Inc. ( LSTR ). And from its price of $143.40, it has already risen to the $180-190 range and delivered nearly 30% returns. This shows that it pays to be patient most of the time. This is in line with the recent recovery of the truckload market from the freight recession and overcapacity in the ...
Gary Yeowell/DigitalVision via Getty Images It has been a year since I started covering Landstar System, Inc. ( LSTR ). And from its price of $143.40, it has already risen to the $180-190 range and delivered nearly 30% returns. This shows that it pays to be patient most of the time. This is in line with the recent recovery of the truckload market from the freight recession and overcapacity in the past four years. Now, market dynamics and freight rates have already become favorable for the remaining players. However, increasing macroeconomic volatility and valuation concerns make it hard for me to take a position at this level. Technicals adhere to it as overbuying becomes more evident today. LSTR Q1 2026: A Fresh Start After Gradual Recovery Freight and logistics have faced multiple challenges in recent years, driven by truckload overcapacity, macroeconomic volatility, tariff wars, and oil price swings. The combination of these aspects led to softer demand and volatile freight rates. With that, it’s not surprising that bankruptcy filings of trucking businesses have ballooned in the past year. Despite this, many businesses stayed resilient and even took advantage of the situation with their effective business model and prudent trailer management. Landstar System, Inc. is a perfect example, as shown in its most recent performance. In Q1 2026, its operating revenue amounted to $1.17B , up by 1.6% YoY from $1.15B. This was not much considering the risk it faces. However, this is much better than in my previous coverage, with a YoY revenue decrease of 2.9%. In fact, this was the first time its revenue increased again YoY after its softer performance for the whole of 2025. This was also its best YoY performance in seven quarters. One aspect to consider was truckload capacity reduction and LTL undercapacity. This allowed LSTR to capture more demand and enjoy higher freight rates. This also offset the impact of softer demand. As you can see, the total number of loads, exclu...
Headwater Exploration press release ( HWX:CA ): Q1 AFFO of $0.41. Revenue of $169.9M. Achieved an operating netback inclusive of financial derivatives (2) of $49.90/boe and an adjusted funds flow netback (2) of $45.20/boe. Achieved net income of $35.6 million ($0.15 per share basic) equating to $16.51/boe. Executed a $66.7 million capital expenditure (3) program inclusive of development, explorati...
Headwater Exploration press release ( HWX:CA ): Q1 AFFO of $0.41. Revenue of $169.9M. Achieved an operating netback inclusive of financial derivatives (2) of $49.90/boe and an adjusted funds flow netback (2) of $45.20/boe. Achieved net income of $35.6 million ($0.15 per share basic) equating to $16.51/boe. Executed a $66.7 million capital expenditure (3) program inclusive of development, exploration and secondary recovery implementation. Declared a cash dividend of $26.2 million, or $0.11 per common share. To date, Headwater has paid out cumulative dividends of $343.7 million to shareholders ($1.45 per common share). As at March 31, 2026, Headwater had adjusted working capital (1) of $2.4 million and no outstanding bank debt. More on Headwater Exploration Headwater Exploration: A License To Print Money Headwater Exploration: Profits Continue To Roll In Historical earnings data for Headwater Exploration Dividend scorecard for Headwater Exploration Financial information for Headwater Exploration
TPG ( TPG ) declares $0.59/share quarterly dividend , -3.3% decrease from prior dividend of $0.61. Forward yield 5.15% Payable May 26; for shareholders of record May 11; ex-div May 11. See TPG Dividend Scorecard, Yield Chart, & Dividend Growth. More on TPG TPG Inc. 2026 Q1 - Results - Earnings Call Presentation TPG: High-Yield Asset Manager Trading At A Discount TPG Inc. (TPG) Presents At Bank Of ...
TPG ( TPG ) declares $0.59/share quarterly dividend , -3.3% decrease from prior dividend of $0.61. Forward yield 5.15% Payable May 26; for shareholders of record May 11; ex-div May 11. See TPG Dividend Scorecard, Yield Chart, & Dividend Growth. More on TPG TPG Inc. 2026 Q1 - Results - Earnings Call Presentation TPG: High-Yield Asset Manager Trading At A Discount TPG Inc. (TPG) Presents At Bank Of America Financial Services Conference 2026 Transcript TPG Q1 2026 Earnings Preview TPG to acquire Learfield; terms not disclosed
cemagraphics/E+ via Getty Images The 30-year U.S. Treasury yield ( US30Y ) is nearing a critical threshold, with Bank of America identifying 5% as a key “Maginot Line” for markets. The chart showed yields rising steadily from around 1% in 2020 to just below 5% in 2026, reflecting a shift driven by stronger nominal growth and persistent inflation pressures, according to BofA Global Research. Strate...
cemagraphics/E+ via Getty Images The 30-year U.S. Treasury yield ( US30Y ) is nearing a critical threshold, with Bank of America identifying 5% as a key “Maginot Line” for markets. The chart showed yields rising steadily from around 1% in 2020 to just below 5% in 2026, reflecting a shift driven by stronger nominal growth and persistent inflation pressures, according to BofA Global Research. Strategists argued that holding below this level is essential for maintaining stability across equities and credit markets, which have benefited from the ongoing expansionary cycle. A decisive move above 5% could trigger a broader repricing of risk, similar to past episodes where sharp increases in yields marked turning points for asset bubbles, according to BofA Global Research. Historical comparisons reinforce this risk. Previous cycles saw long-end yields surge by 230 basis points in Japan in 1989, 260 basis points in the U.S. in 1999, and 150 basis points in China in 2007, all coinciding with major market reversals, according to BofA Global Research. The report added that policymakers are attempting to preserve demand for Treasuries, including through currency support mechanisms for foreign holders, particularly in Asia and the Middle East, which collectively own about $3.8 trillion in U.S. government debt, according to BofA Global Research. Here is the chart: BofA More related stories Median Household Income In March 2026 Powell To Stay In The Best Interest Of The Institution May Day: Market Looks For U.S. Leadership U.S. economy's nominal 'boom loop' - BofA Wall Street opens higher as May trading starts with oil falling
Gloves will be off on Saturday’s lunchtime kick-offs as all three clubs hope to join Coventry in the top-flight If Ipswich do not achieve promotion this month the image may be permanently seared into Jack Clarke’s retinas. He had slalomed through Southampton’s defence in the final act of a dizzying cameo on Tuesday night and, from an angle on the left, unleashed a near-flawless drive across Daniel...
Gloves will be off on Saturday’s lunchtime kick-offs as all three clubs hope to join Coventry in the top-flight If Ipswich do not achieve promotion this month the image may be permanently seared into Jack Clarke’s retinas. He had slalomed through Southampton’s defence in the final act of a dizzying cameo on Tuesday night and, from an angle on the left, unleashed a near-flawless drive across Daniel Peretz. Replays barely do justice to the home No 1’s left-handed save but the key detail is that he somehow got a touch on the ball and glanced it millimetres wide, with Clarke preparing to wheel off towards the visiting fans. It was 2-2 in the 94th minute and Ipswich would have been home and dry with a win but for the merest snick off the edges of Peretz’s goalkeeping apparel. It means the gloves will be off on Saturday lunchtime at Portman Road, the New Den and far beyond. The league’s finale is poised deliciously and, even if the Championship winners, Coventry, are long gone, nobody is going quietly in the wait for second. Will Ipswich, experienced in such scenarios under Kieran McKenna, use quality and muscle memory to preserve second spot? Could Alex Neil’s relentless Millwall offer up the story of the season by returning to the big time after 36 years away? Or will Kim Hellberg and Middlesbrough , seemingly a top-flight team in waiting for much of the campaign before falling away, orchestrate one last twist? Continue reading...
Did you know that SUVs now account for 6 in 10 new vehicles sold in Europe? That's even higher than in the US or China, where market share for lifted hatchbacks currently runs at about 40 percent. So the fact that Ferrari decided to enter the segment with the Purosangue in 2023 should be seen clearly in that context. Anyway, Four-seat Ferraris aren't entirely unheard of: I remain a big fan of the ...
Did you know that SUVs now account for 6 in 10 new vehicles sold in Europe? That's even higher than in the US or China, where market share for lifted hatchbacks currently runs at about 40 percent. So the fact that Ferrari decided to enter the segment with the Purosangue in 2023 should be seen clearly in that context. Anyway, Four-seat Ferraris aren't entirely unheard of: I remain a big fan of the looks of the shooting brake FF and GTC4Lusso—if not the reliability of the latter . But the test drivers in Maranello (where Ferrari's factory is) must have found something a little lacking with the way the Purosangue drove because they got to work on an upgrade for the SUV, which debuted this week. It's a new Handling Speciale option, featuring new active suspension calibration that better resists the body's roll, pitch, and yaw, something Ferrari says makes the Purosangue feel more compact than its 16.3 feet (4.9 m) might suggest. Expect Ferrari's always-quick steering to feel even sharper, then. The control strategies for the double-clutch paddle-shift gearbox have also been improved, cutting shift times at the expense of a bit of refinement. But then that's the point: If you want a soothing luxury SUV, many other companies will sell you one. Ferrari buyers want the feeling of the next gear engaging to be a little more brutal, particularly if they're in one of the more permissive traction and stability control settings (or if those are disengaged entirely). In manual mode, that happens when you shift above 5,500 rpm, Ferrari tells us. Read full article Comments
The iconic Venetian Resort Las Vegas is seeking to raise $2.35 billion from debt investors to refinance its capital structure, joining a flurry of high-yield deals as investor appetite for riskier debt rebounds. The casino resort, acquired in 2022 by Apollo Global Management Inc. funds, is seeking a $1.175 billion term loan, according to a person with direct knowledge of the matter. Other secured ...
The iconic Venetian Resort Las Vegas is seeking to raise $2.35 billion from debt investors to refinance its capital structure, joining a flurry of high-yield deals as investor appetite for riskier debt rebounds. The casino resort, acquired in 2022 by Apollo Global Management Inc. funds, is seeking a $1.175 billion term loan, according to a person with direct knowledge of the matter. Other secured debt of that amount is also planned to be raised, added the person, asking not to be named because discussions are private. Such borrowings often consist of junk bonds. Lender commitments for the loan are due May 8, the person said. Initial price talk is an interest rate 3.75 percentage points above the benchmark, offered at a discounted price of 99 cents on the dollar. Wells Fargo & Co. and JPMorgan Chase & Co. are running the offering. The Apollo funds agreed in 2021 to pay $2.25 billion for the operations of the Venetian and a nearby convention center, at a time Las Vegas was still reeling from pandemic-era travel and social restrictions. It was part of a bigger deal that also involved real estate investment trust Vici Properties Inc. Read More: Apollo Bets a New Roaring ’20s Will Revive Vegas After Vaccines Leveraged-loan issuance has slowed sharply since the end January, first amid concerns about artificial intelligence-driven business disruptions in the software sector and then the economic fallout of the war in Iran. But activity perked up this week with 14 deals launching, the most in nearly three months according to data compiled by Bloomberg. The latest offerings include a loan for Apollo-backed Yahoo Inc. to refinance debt .
Black Diamond Group press release ( BDIMF ): Q1 GAAP EPS of $0.04. Revenue of $130M (+27.2% Y/Y) beats by $38.73M . Total capital expenditures for the Quarter of $16.8 million were consistent with the Comparative Quarter . Total capital commitments at the end of the Quarter of $26.5 million signify the breadth of opportunities across the business. More on Black Diamond Group Limited Black Diamond ...
Black Diamond Group press release ( BDIMF ): Q1 GAAP EPS of $0.04. Revenue of $130M (+27.2% Y/Y) beats by $38.73M . Total capital expenditures for the Quarter of $16.8 million were consistent with the Comparative Quarter . Total capital commitments at the end of the Quarter of $26.5 million signify the breadth of opportunities across the business. More on Black Diamond Group Limited Black Diamond Group Limited (BDI:CA) Q4 2025 Earnings Call Transcript Historical earnings data for Black Diamond Group Limited Dividend scorecard for Black Diamond Group Limited Financial information for Black Diamond Group Limited
Ford (NYSE: F) sells trucks, SUVs, and commercial vehicles, with Ford Pro and Ford Blue carrying the profit load while Model e bleeds cash. Shares trade near $12, and management just declared another $0.15 quarterly dividend. With an $8.2 billion net loss in 2025 on the books, the key question is whether this dividend payout ... Income Investors Can Rely on Ford’s Dividend: Here’s Why the Payout I...
Ford (NYSE: F) sells trucks, SUVs, and commercial vehicles, with Ford Pro and Ford Blue carrying the profit load while Model e bleeds cash. Shares trade near $12, and management just declared another $0.15 quarterly dividend. With an $8.2 billion net loss in 2025 on the books, the key question is whether this dividend payout ... Income Investors Can Rely on Ford’s Dividend: Here’s Why the Payout Is Secure
JHVEPhoto The U.S. Food and Drug Administration has appointed Katherine Szarama as the acting director of its Center for Biologics Evaluation and Research, which regulates vaccines and biologic drugs, Politico reported. Having joined the FDA in December, Szarama most recently served as the deputy director of the CBER. Her career profile indicates a nearly four-year stint at the U.S. Centers for Me...
JHVEPhoto The U.S. Food and Drug Administration has appointed Katherine Szarama as the acting director of its Center for Biologics Evaluation and Research, which regulates vaccines and biologic drugs, Politico reported. Having joined the FDA in December, Szarama most recently served as the deputy director of the CBER. Her career profile indicates a nearly four-year stint at the U.S. Centers for Medicare and Medicaid Services from 2016 to 2019. Her appointment comes after her boss, Vinay Prasad, left the FDA in April after less than 12 months as the head of the CBER, ending a period marked by controversial decisions under his supervision. Prasad, who took over as CBER head in May 2025, abruptly left the agency in July after the FDA’s response to the several deaths linked to Elevidys, a gene therapy developed by Sarepta ( SRPT ) and Bayer ( BAYZF ) for the neuromuscular disorder Duchenne muscular dystrophy. After redoing the agency in August, he oversaw numerous controversial decisions as CBER head, including the FDA’s rejection of a gene therapy developed by uniQure ( QURE ) for a rare disease called Huntington's disease . Potentially relevant tickers: Pfizer ( PFE ), Moderna ( MRNA ), BioNTech ( BNTX ), Novavax ( NVAX ), GSK ( GSK ), Sanofi ( SNY ), Capricor Therapeutics ( CAPR ), Regenxbio ( RGNX ), Replimune ( REPL ), Solid Biosciences ( SLDB ) More on Pfizer, GSK, etc. Pfizer: Why You Should Double Down Into Q1 GSK plc (GSK) Q1 2026 Earnings Call Transcript GSK plc 2026 Q1 - Results - Earnings Call Presentation Alector halts mid-stage trial for Alzheimer’s candidate developed with GSK Pfizer posts late-stage trial win for multiple myeloma therapy Elrexfio
The largest producer of primary aluminum in the United States is partnering with Emirates Global Aluminum to build the first new aluminum smelter in the U.S. in 46 years.
The largest producer of primary aluminum in the United States is partnering with Emirates Global Aluminum to build the first new aluminum smelter in the U.S. in 46 years.