July ICE NY cocoa (CCN26 ) today is up +84 (+2.55%), and May ICE London cocoa #7 (CAK26 ) is up +72 (+2.09%). Cocoa prices are moving higher today amid growing supply concerns. The prolonged closure of the Strait of Hormuz is disrupting global cocoa supplies. The closure of the...
July ICE NY cocoa (CCN26 ) today is up +84 (+2.55%), and May ICE London cocoa #7 (CAK26 ) is up +72 (+2.09%). Cocoa prices are moving higher today amid growing supply concerns. The prolonged closure of the Strait of Hormuz is disrupting global cocoa supplies. The closure of the...
Constellation Energy ( CEG ) declares $0.4265/share quarterly dividend , in line with previous. Forward yield 0.56% Payable June 5; for shareholders of record May 15; ex-div May 15. See CEG Dividend Scorecard, Yield Chart, & Dividend Growth. More on Constellation Energy Constellation Energy: Riding Nuclear Demand And The AI Power Boom Constellation Energy: Lower Price Improves Upside, But Uncertai...
Constellation Energy ( CEG ) declares $0.4265/share quarterly dividend , in line with previous. Forward yield 0.56% Payable June 5; for shareholders of record May 15; ex-div May 15. See CEG Dividend Scorecard, Yield Chart, & Dividend Growth. More on Constellation Energy Constellation Energy: Riding Nuclear Demand And The AI Power Boom Constellation Energy: Lower Price Improves Upside, But Uncertainty Remains Constellation Energy: Creating More Visibility For Investors Quant check: Power stocks in focus as EVs, data center demand drive global electricity surge U.S. behind race with China to build out energy for AI, Constellation CEO says
In this article CRWV ORCL Follow your favorite stocks CREATE FREE ACCOUNT Amazon Web Services CEO Matt Garman speaks at the HumanX conference in San Francisco on April 7, 2026. Big Event Media | HumanX Conference | Getty Images A day after OpenAI revamped its relationship with Microsoft so that it can run all of its products on any cloud, the artificial intelligence company said its models will be...
In this article CRWV ORCL Follow your favorite stocks CREATE FREE ACCOUNT Amazon Web Services CEO Matt Garman speaks at the HumanX conference in San Francisco on April 7, 2026. Big Event Media | HumanX Conference | Getty Images A day after OpenAI revamped its relationship with Microsoft so that it can run all of its products on any cloud, the artificial intelligence company said its models will be available via Amazon Web Services. AWS customers can experiment with OpenAI's models as well as its Codex agent for writing code, all through Amazon Bedrock, the companies announced on Tuesday. The services will become generally available in the next few weeks. "This is what our customers have been asking us for for a really long time," AWS CEO Matt Garman said at a launch event in San Francisco. Until now, developers could draw on so-called open-weight models from OpenAI that came to AWS in August. OpenAI CEO Sam Altman sent a recorded message about the announcement, as he's currently in court across the Bay Bridge in Oakland for his case against Elon Musk . "I wish I could be there with you in person today, my schedule got taken away from me today," Altman said in the video. "I wanted to send a short message, though, because we're really excited about our partnership with AWS and what it means for our customers, and I wanted to say thank you to Matt and the whole AWS team." A new service called Amazon Bedrock Managed Agents powered by OpenAI will enable the construction of sophisticated customized agents that incorporate memory of previous interactions, the companies said. Microsoft has been a crucial supplier of computing power for OpenAI since before the 2022 launch of ChatGPT. Denise Dresser, OpenAI's revenue chief, told employees in a memo earlier this month that the longstanding Microsoft relationship has been critical but "has also limited our ability to meet enterprises where they are — for many that's Bedrock." On Monday, OpenAI and Microsoft announced a signific...
First Financial Bankshares ( FFIN ) declares $0.22/share quarterly dividend , 15.8% increase from prior dividend of $0.19. Forward yield 2.69% Payable July 1; for shareholders of record June 12; ex-div June 12. See FFIN Dividend Scorecard, Yield Chart, & Dividend Growth. More on First Financial Bankshares First Financial Bankshares: Too Expensive To Upgrade, Too Exceptional To Downgrade First Fina...
First Financial Bankshares ( FFIN ) declares $0.22/share quarterly dividend , 15.8% increase from prior dividend of $0.19. Forward yield 2.69% Payable July 1; for shareholders of record June 12; ex-div June 12. See FFIN Dividend Scorecard, Yield Chart, & Dividend Growth. More on First Financial Bankshares First Financial Bankshares: Too Expensive To Upgrade, Too Exceptional To Downgrade First Financial Bankshares dividend preview: 15-year streak intact, April raise expected ahead of Q1 results First Financial Bankshares GAAP EPS of $0.50 beats by $0.03, revenue of $167M beats by $0.69M Seeking Alpha’s Quant Rating on First Financial Bankshares Historical earnings data for First Financial Bankshares
Despite promising to help determine what happened with the hacks targeting journalists and activists in Italy, Israeli-American spyware maker Paragon has reportedly not responded to authorities’ requests for information.
Despite promising to help determine what happened with the hacks targeting journalists and activists in Italy, Israeli-American spyware maker Paragon has reportedly not responded to authorities’ requests for information.
Williams ( WMB ) declares $0.525/share quarterly dividend , in line with previous. Forward yield 2.89% Payable June 29; for shareholders of record June 12; ex-div June 12. See WMB Dividend Scorecard, Yield Chart, & Dividend Growth. More on Williams The Northeast Pipeline Revival Changes The Natural Gas Map The Williams Companies: A Natural Gas Giant Building A High-Yield Future The Williams Compan...
Williams ( WMB ) declares $0.525/share quarterly dividend , in line with previous. Forward yield 2.89% Payable June 29; for shareholders of record June 12; ex-div June 12. See WMB Dividend Scorecard, Yield Chart, & Dividend Growth. More on Williams The Northeast Pipeline Revival Changes The Natural Gas Map The Williams Companies: A Natural Gas Giant Building A High-Yield Future The Williams Companies: I See Quality, Just Not Enough Upside Williams, WaterBridge raised to Buy at Goldman; TC Energy bumped up from Sell rating Williams' New York natural gas pipeline project breaks ground
Gámez-Cuéllar brothers were arrested alongside parents in February and later released after bipartisan backlash Three teenage mariachi musicians who were temporarily detained by Immigration and Customs Enforcement (ICE) in February have been tapped to open for country singer Kacey Musgraves at several upcoming shows in Texas. On Monday, Musgraves announced that the Gámez-Cuéllar brothers Antonio, ...
Gámez-Cuéllar brothers were arrested alongside parents in February and later released after bipartisan backlash Three teenage mariachi musicians who were temporarily detained by Immigration and Customs Enforcement (ICE) in February have been tapped to open for country singer Kacey Musgraves at several upcoming shows in Texas. On Monday, Musgraves announced that the Gámez-Cuéllar brothers Antonio, 18; Caleb, 14; and Joshua, 12, would join her for performances at Gruene Hall from 3 to 5 May as part of her Middle of Nowhere tour. Continue reading...
The original 2006 movie chronicled the world of fashion magazines at their peak, but since then ad pages and Vogue’s legendary September issue have been cut in half.
The original 2006 movie chronicled the world of fashion magazines at their peak, but since then ad pages and Vogue’s legendary September issue have been cut in half.
Some retirees and Social Security enthusiasts wonder what kind of increase there will be for Social Security benefits each year. The bump for 2026 was 2.8%, but in 2022, it was 8.7%. Such a big number may seem great, but remember that the nearly annual cost-of-living adjustments (COLAs) are no kind of windfall. They're simply meant to help retirees keep up with inflation. And they're not quite as ...
Some retirees and Social Security enthusiasts wonder what kind of increase there will be for Social Security benefits each year. The bump for 2026 was 2.8%, but in 2022, it was 8.7%. Such a big number may seem great, but remember that the nearly annual cost-of-living adjustments (COLAs) are no kind of windfall. They're simply meant to help retirees keep up with inflation. And they're not quite as good at that as they could be. Here's a look at the upcoming COLA for 2027 and what it might mean for you. Image source: Getty Images. Continue reading
Jian Fan/iStock via Getty Images We recently explained our position on Alexandria Real Estate Equities Inc. ( ARE ). The summary below covers the take-home message. ARE does have one of the best balance sheets as far as length of debt maturities. But a deteriorating outlook more than makes up for it in the long run. But that long length might allow this story to continue for a few more years. It i...
Jian Fan/iStock via Getty Images We recently explained our position on Alexandria Real Estate Equities Inc. ( ARE ). The summary below covers the take-home message. ARE does have one of the best balance sheets as far as length of debt maturities. But a deteriorating outlook more than makes up for it in the long run. But that long length might allow this story to continue for a few more years. It is also possible that things change after the next election. But at present, there is no reason to get involved outside of trading rallies. Source: Why You Should Still Stay Out Of Alexandria Real Estate While the bulls might have been surprised with the 10% drop today, we absolutely weren't. We go over the key part of the earnings release , which likely panicked a few more cheerleaders. Q1 2026 The press release started off ok. There was none of the "beating expectations" thing that you see with most companies. But at least the funds from operations (FFO) were about in line with analyst expectations. The earlier slides also showcased the "strong" leasing volumes with an even higher amount expected in Q2 2026. ARE Supplemental We used "strong" in quotes because it is not actually strong. ARE has 60 million square feet of properties with an average lease term of 7.5 years. ARE Supplemental So to keep things at the status quo, ARE needs to be renewing leases at about 8 million square feet a year. 60 million divided by 7.5. This does not include their new projects, which will require some serious leasing efforts by themselves. In other words, ARE needs a quarterly run rate of 2 million square feet of leasing. You can see why we thought Q1 2026 and Q2 2026 were fairly bad. Moving on, ARE reaffirmed its newly acquired religion to reduce non-income-producing properties, an act that we equate with playing violin on the decks of the Titanic. ARE Supplemental But that might have still brought cheer to the bulls, who have been eager to grasp at any straws that they can find. Unfortuna...
Trading at $91 per share, Netflix (NASDAQ: NFLX) is well off its 52-week high of $134 as of this writing on April 27. The dip in its price presents an opportunity for investors who can see Netflix for what it really is: a company that's positioned to dominate the streaming world. Yes, Netflix is ubiquitous in the United States, but there's a more compelling story outside of the U.S. Netflix has a ...
Trading at $91 per share, Netflix (NASDAQ: NFLX) is well off its 52-week high of $134 as of this writing on April 27. The dip in its price presents an opportunity for investors who can see Netflix for what it really is: a company that's positioned to dominate the streaming world. Yes, Netflix is ubiquitous in the United States, but there's a more compelling story outside of the U.S. Netflix has a largely untapped addressable market. It's also a business that's rapidly expanding beyond streaming, with surging free cash flow that's only strengthening the company's ability to grow. Netflix currently reaches only 45% of its total addressable market. This realization is a huge win for investors because it means that Netflix, even though it's already quite large, still has plenty of room to grow. The streaming giant is available in more than 190 countries and is focusing on creating localized content to engage people in their own languages and cultures. Continue reading
Earnings Call Insights: TransUnion (TRU) Q1 2026 Management view "So we started the year very strong, exceeding our first quarter guidance for revenue, adjusted EBITDA and adjusted diluted earnings per share" (President, CEO & Director Christopher Cartwright), alongside "11% growth versus our 8% to 9% guidance" and "U.S. markets grew 14%" led by "Financial Services ... up 24%". "In line with our d...
Earnings Call Insights: TransUnion (TRU) Q1 2026 Management view "So we started the year very strong, exceeding our first quarter guidance for revenue, adjusted EBITDA and adjusted diluted earnings per share" (President, CEO & Director Christopher Cartwright), alongside "11% growth versus our 8% to 9% guidance" and "U.S. markets grew 14%" led by "Financial Services ... up 24%". "In line with our disciplined M&A approach ... we recently completed 2 acquisitions" (President, CEO & Director Cartwright): "Trans Union de Mexico" and "the smaller acquisition of RealNetworks Mobile division," plus "we repurchased $25 million of shares year-to-date through April" and "expect to increase repurchases over the rest of the year." "To date, we have not observed any change in customer behavior tied to these developments" (President, CEO & Director Cartwright) regarding the Iran conflict; "Through mid-April, volume and revenue trends have remained at or ahead of our expectations." "We are maintaining our full year organic constant currency guidance, including revenue growth of 8% to 9%" (President, CEO & Director Cartwright), while noting the guide uplift mainly reflects Mexico: "The increase to the high end of our guidance ... primarily reflects the addition of TU de Mexico." "Adjusted diluted earnings per share was $1.18" (Executive VP & CFO Todd Cello), with "total revenue increased 14% on a reported and 11% on an organic constant currency basis" and "adjusted EBITDA margin was 35.2%, down 100 basis points year-over-year." Outlook "In the second quarter, we are guiding revenue to be between $1.271 billion to $1.283 billion" (Executive VP & CFO Cello), and "we expect our adjusted diluted earnings per share to be between $1.13 and $1.15." "For full year guidance, we expect revenue to be between $5.1 billion and $5.135 billion" (Executive VP & CFO Cello), "adjusted EBITDA to be $1.796 billion to $1.816 billion" and "adjusted diluted earnings per share to be $4.68 to $4.75" while k...
Earnings Call Insights: Commvault (CVLT) Q4 fiscal 2026 Management View CEO Sanjay Mirchandani framed Q4 as a momentum quarter, saying, "We had a strong finish to the fiscal year, delivering results at or above our guided metrics while continuing to build momentum across the business." (President, CEO & Director Sanjay Mirchandani). He highlighted subscription ARR of $989 million and SaaS ARR of $...
Earnings Call Insights: Commvault (CVLT) Q4 fiscal 2026 Management View CEO Sanjay Mirchandani framed Q4 as a momentum quarter, saying, "We had a strong finish to the fiscal year, delivering results at or above our guided metrics while continuing to build momentum across the business." (President, CEO & Director Sanjay Mirchandani). He highlighted subscription ARR of $989 million and SaaS ARR of $400 million, adding that Commvault views AI as demand-driving: "AI creates more data, more access and more risk, directly increasing demand for protection, governance and trusted recovery." (President, CEO & Director Mirchandani). Mirchandani emphasized cross-sell and newer products, pointing to multiproduct adoption (48% of Commvault-managed SaaS customers using more than one offering) and identity resilience as a material contributor to growth: "Collectively, our identity resilience and data security offerings represented 33% of net new ARR in Q4." (President, CEO & Director Mirchandani). CFO Gary Merrill underscored capital return and metric priorities, stating, "I'll start by discussing ARR and free cash flow, which we believe are the North Star metrics." (Chief Financial Officer Gary Merrill). He also said, "In Q4, we accelerated our stock repurchases to 3 million shares for total consideration of $259 million," bringing FY2026 repurchases to $446 million. (Chief Financial Officer Merrill). Management announced leadership and reporting changes: Mirchandani said, "Gary Merrill, who's back as our CFO," and added, "We welcome him and Geoff Haydon as our new President of Customer and Field Operations." (President, CEO & Director Mirchandani). Merrill outlined a fiscal 2027 reporting recast and added, "Going forward, we will no longer disclose total ARR as the remaining perpetual maintenance stream will be less than 10% of our business." (Chief Financial Officer Merrill). Outlook Merrill guided fiscal Q1 subscription revenue of $263 million to $265 million and said this "wo...
JHVEPhoto/iStock Editorial via Getty Images About three months ago, in late January 2026, I wrote my last article about Broadcom Inc. ( AVGO ), and I was very cautious about the stock – similar to most other semiconductor companies, which I consider overvalued at this point. In the conclusion of my last Broadcom article, I wrote: In the end, I remain cautious about Broadcom. It certainly is possib...
JHVEPhoto/iStock Editorial via Getty Images About three months ago, in late January 2026, I wrote my last article about Broadcom Inc. ( AVGO ), and I was very cautious about the stock – similar to most other semiconductor companies, which I consider overvalued at this point. In the conclusion of my last Broadcom article, I wrote: In the end, I remain cautious about Broadcom. It certainly is possible for the company to grow 19% annually for the next 10 years, followed by 6% growth until perpetuity, and therefore be at least fairly valued. However, in my opinion, we can also make the case for growth rates slowing down more abruptly than many expect right now, and investors could suddenly be faced with steep declines and maybe have to wait for several years before the stock price returns to previous levels again. However, like most other semiconductor companies, Broadcom continues to grow at a high pace. And since my last article was published, Broadcom increased about 27% in value, while the S&P 500 increased only 2.5% Nevertheless, I will argue once again that Broadcom is a bit overvalued and a rather risky investment at this point. Of course, we have to acknowledge that Broadcom is reporting great results at this point and growing at a high pace. But the stock price is already indicating that investors are extrapolating high-growth rates over a very long time – and this makes the stock a risky investment. First Quarter Results On March 4, 2026, Broadcom reported its first-quarter results for fiscal 2026 and beat estimates for revenue as well as earnings per share. Net revenue increased from $14,916 million in Q1/25 to $19,311 million – representing 29.5% year-over-year top-line growth. Operating income increased 36.8% year-over-year from $6,260 million in the same quarter last year to $8,563 million in this quarter. Diluted net income per share also increased from $1.14 in Q1/25 to $1.50 in Q1/26, resulting in 31.6% year-over-year bottom line growth. Finally, free c...