Over the past decade, passive investing has dominated flows and performance, but the rapid growth of ETFs and evolving market dynamics are blurring the line between active and passive. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, speaks with Phil McInnis, chief investment strategist at Avantis Investors, about how investor...
Over the past decade, passive investing has dominated flows and performance, but the rapid growth of ETFs and evolving market dynamics are blurring the line between active and passive. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, speaks with Phil McInnis, chief investment strategist at Avantis Investors, about how investors should think about this shift. They explore why active and passive exist more on a spectrum rather
Andrii Dodonov/iStock via Getty Images Manager perspective and outlook Global equities experienced a volatile first quarter as renewed tariff measures, concerns about technology spending and geopolitical escalation in the Middle East shifted investor focus from growth to inflation risks. Energy supply disruptions drove robust commodities performance, while equities broadly sold off amid heightened...
Andrii Dodonov/iStock via Getty Images Manager perspective and outlook Global equities experienced a volatile first quarter as renewed tariff measures, concerns about technology spending and geopolitical escalation in the Middle East shifted investor focus from growth to inflation risks. Energy supply disruptions drove robust commodities performance, while equities broadly sold off amid heightened risk aversion and a stronger US dollar. Regional equity performance diverged. Japanese equities performed well, supported by a weaker yen and expectations of additional fiscal stimulus, while European equities declined amid rising energy costs. UK equities had a positive return, benefiting from commodities exposure and currency weakness. Emerging market equities edged lower despite strength in South Korea and Taiwan, as artificial intelligence-related (AI) optimism faded. US equities lagged amid increased scrutiny of technology valuations and capital expenditures. Both the technology sector and the broader global equity market weakened toward quarter end. Top issuers (% of total market value) Fund Index Taiwan Semiconductor Manufacturing Co Ltd ( TSM ) 5.65 4.10 Samsung Electronics Co Ltd ( SSNLF ) 3.08 1.75 Tencent Holdings Ltd ( TCEHY ) 2.29 1.19 AIA Group Ltd ( AAIGF ) 1.93 0.34 Alibaba Group Holding Ltd ( BABA ) 1.64 0.79 BAE Systems PLC ( BAESF )( BAESY ) 1.56 0.26 Reliance Industries Ltd ( RLNIY ) 1.55 0.26 HDFC Bank Ltd ( HDB ) 1.28 0.27 Anheuser-Busch InBev ( BUD )( BUDFF ) 1.26 0.21 Banco Santander SA ( SAN ) 1.23 0.49 Click to enlarge As of 03/31/26. Holdings are subject to change and are not buy/sell recommendations. Portfolio positioning International Diversified Fund offers investors broad-based exposure to non-US equities with a single portfolio by combining six underlying portfolios that have slightly varied individual mandates regarding region, style and company size. In August of 2025, we added two new underlying funds, Invesco International Value Fund and...
Las Vegas, NV, April 28, 2026 (GLOBE NEWSWIRE) -- Eva Live Inc. (NASDAQ: GOAI), a fast-growing leader in AI-driven digital advertising, today announced the launch of “Eva Brain,” a fully autonomous artificial intelligence marketing agent designed to manage, optimize, and scale digital advertising campaigns without the need for traditional campaign teams. The launch marks a significant milestone in...
Las Vegas, NV, April 28, 2026 (GLOBE NEWSWIRE) -- Eva Live Inc. (NASDAQ: GOAI), a fast-growing leader in AI-driven digital advertising, today announced the launch of “Eva Brain,” a fully autonomous artificial intelligence marketing agent designed to manage, optimize, and scale digital advertising campaigns without the need for traditional campaign teams. The launch marks a significant milestone in the company’s evolution from a performance marketing platform into a next-generation AI infrastruct
Plug Power (NASDAQ: PLUG) is a firm believer in a hydrogen-powered future. It created the first viable commercial market for hydrogen fuel cell technology and has deployed more than 72,000 fuel cells and over 275 fueling stations. It's investing heavily to build a leading end-to-end green hydrogen ecosystem. While Plug Power has great promise, my problem with the company is its inability to turn a...
Plug Power (NASDAQ: PLUG) is a firm believer in a hydrogen-powered future. It created the first viable commercial market for hydrogen fuel cell technology and has deployed more than 72,000 fuel cells and over 275 fueling stations. It's investing heavily to build a leading end-to-end green hydrogen ecosystem. While Plug Power has great promise, my problem with the company is its inability to turn a profit. It currently doesn't expect to start making money until 2028. That's why I think investors should forget about investing in Plug Power and consider the already profitable Bloom Energy (NYSE: BE) . Image source: The Motley Fool. Continue reading
Palantir bears have been losing this argument for years. The stock is up 511% over five years and 33% over the trailing twelve months, yet it still trades at 227 times trailing earnings with a chorus of analysts insisting the math has to break eventually. For traders who want to press that disagreement harder, the ... If Palantir Keeps Proving the Skeptics Wrong, PTIR Could Go Vertical Again
Palantir bears have been losing this argument for years. The stock is up 511% over five years and 33% over the trailing twelve months, yet it still trades at 227 times trailing earnings with a chorus of analysts insisting the math has to break eventually. For traders who want to press that disagreement harder, the ... If Palantir Keeps Proving the Skeptics Wrong, PTIR Could Go Vertical Again
mixmotive/iStock Editorial via Getty Images S&P Global ( SPGI ) was trading higher as first-quarter earnings exceeded analyst estimates, even as the full-year 2026 revenue guidance was revised lower. Shares were 1.01% higher to $441.69 during pre-market trading on Tuesday. The company, known for its S&P 500 index and credit ratings, reported first-quarter adjusted diluted earnings per share of $4....
mixmotive/iStock Editorial via Getty Images S&P Global ( SPGI ) was trading higher as first-quarter earnings exceeded analyst estimates, even as the full-year 2026 revenue guidance was revised lower. Shares were 1.01% higher to $441.69 during pre-market trading on Tuesday. The company, known for its S&P 500 index and credit ratings, reported first-quarter adjusted diluted earnings per share of $4.97, up 14% from the prior-year quarter and exceeding the consensus of $4.82. Revenue of $4.17B rose 10% on a yearly basis, surpassing the consensus of $4.07B. The earnings growth was primarily driven by Ratings, Indices, and Market Intelligence units. Operating profit margin increased by 620 basis points to 48.0%. "We are pleased with the results we achieved in the first quarter, with strong revenue growth and margin expansion in every division, demonstrating our ability to execute and deliver against our strategic vision in an incredibly volatile and challenging operating environment," said CEO Martina Cheung. "We are also seeing fast-paced adoption of our AI functionality and are advancing our leadership as we rapidly innovate and partner to help customers unlock the potential of AI," said Cheung. For the full year 2026, S&P Global now expects a 6.3% to 8.3% revenue growth, revised lower from the prior guidance of 6.6% to 8.6%. Comparatively, the full-year 2025 revenue had seen an 8% increase. Revenue growth is now expected to be lower on the back of lower expected tailwinds from foreign exchange. Adjusted diluted EPS guidance was maintained at $19.40 to $19.65, below the consensus of $19.63 at the midpoint. Earnings call is scheduled for today, April 28, at 8:30 AM EDT. More on S&P Global S&P Global: It's Not About Ratings In Upcoming Earnings Moody's Vs. S&P Global: AI Risk, Refinancing Boom & 2026 Outlook S&P Global Inc. (SPGI) Discusses Reinvention of Capital IQ Pro With GenAI, Expanded Analytics and Integrated Data Capabilities Prepared Remarks Transcript S&P Global ...
Sherwin-Williams Co. sales rose the most in three years, as strong industrial demand and favorable exchange rates offset soft DIY demand in North America. Stronger-than-expected growth in all three key divisions pushed group revenue up 6.8%, ahead of the 4.8% expected by the Street. Currency tailwinds provided a boon to both its Performance Coatings and Consumer Brands units, with the recent acqui...
Sherwin-Williams Co. sales rose the most in three years, as strong industrial demand and favorable exchange rates offset soft DIY demand in North America. Stronger-than-expected growth in all three key divisions pushed group revenue up 6.8%, ahead of the 4.8% expected by the Street. Currency tailwinds provided a boon to both its Performance Coatings and Consumer Brands units, with the recent acquisition of Suvinil helping offset a drop in home projects, affecting the Consumer Brands Group, according to a Tuesday statement . Same-store sales also topped estimates, supported by price increases and modest volume growth. “Our growth investments and relentless focus on new accounts and share of wallet continued to yield results, as sales exceeded guidance on a consolidated basis and in all three reportable segments,” Chief Executive Officer Heidi Petz said. Paint Stores revenue growth was led by gains in protective and marine coatings and mid-single-digit growth in residential repaint and commercial. Still, Sherwin maintained its cautious demand outlook, with most end markets not expected to recover this year amid weak customer sentiment and geopolitical uncertainty. The company continues to plan price increases through the year across all businesses to offset pressure. The Ohio-based company maintained its full year adjusted profit and raw material cost outlook and plans to update its guidance in the second quarter.
sanfel Chipotle Mexican Grill ( CMG ) announced on Tuesday that it appointed Fernando Machado as Chief Brand Officer, effective June 1. Machado will lead global marketing, brand positioning, and customer engagement as the company pushes ahead with its "Recipe for Growth" strategy and international expansion. The fast-casual chain expects Machado to help strengthen its brand, deepen guest loyalty, ...
sanfel Chipotle Mexican Grill ( CMG ) announced on Tuesday that it appointed Fernando Machado as Chief Brand Officer, effective June 1. Machado will lead global marketing, brand positioning, and customer engagement as the company pushes ahead with its "Recipe for Growth" strategy and international expansion. The fast-casual chain expects Machado to help strengthen its brand, deepen guest loyalty, and communicate the value of its real food through more focused storytelling and product development. CEO Scott Boatwright said Machado's background in building iconic brands and customer-centric marketing should help accelerate long-term growth. Machado's track record includes spending over seven years as the Chief Marketing Officer at Restaurant Brands International ( QSR ) across brands like Burger King, Popeyes, and Tim Hortons, where he received global recognition for his industry-leading campaigns. He also spent 18 years at Unilever ( UL ) in a series of executive leadership roles across its consumer brand portfolio. He won Ad Age's 2020 CMO of the Year award. Chipotle ( CMG ) has posted a string of quarters with negative comparable sales growth due to lower visitation trends. Shares of CMG are down 9.1% on a year-to-date basis and are off more than 33% over the last 52 weeks. More on Chipotle Mexican Grill Chipotle Q1 2026 Results Preview: It's All About Transactions Growth Chipotle Mexican Grill: Not A Buy, Pending Sales Growth And P/E Moderation Chipotle: The 'Slop Bowl' Narrative Is Creating A Generational Buying Opportunity Chipotle brings back its popular Honey Chicken menu item ClearBridge Growth Strategy exits Chipotle and Pinterest positions in Q1
Watsco ( NYSE: WSO ) said on Tuesday it had signed a definitive agreement to acquire Jackson Supply Company , a U.S. distributor with about $230 million in sales in 2025. Jackson Supply operates 25 locations across Sunbelt states including Texas, Louisiana and Arizona, serving roughly 5,000 customers. The business will continue to run independently under its existing management team. The transacti...
Watsco ( NYSE: WSO ) said on Tuesday it had signed a definitive agreement to acquire Jackson Supply Company , a U.S. distributor with about $230 million in sales in 2025. Jackson Supply operates 25 locations across Sunbelt states including Texas, Louisiana and Arizona, serving roughly 5,000 customers. The business will continue to run independently under its existing management team. The transaction is expected to close in the second quarter, subject to customary conditions and regulatory approvals. More on Watsco Watsco: An Undervalued HVAC/R Player With Double-Digit Dividend Growth Watsco outlines technology-driven margin expansion and targets 30% gross margin as A2L transition stabilizes
CommVault Systems press release ( CVLT ): Q4 Non-GAAP EPS of $1.28 beats by $0.19 . Revenue of $312M (+13.5% Y/Y) beats by $5.3M . Subscription revenue was $208 million, up 20% year over year, inclusive of term-based license revenue of $114 million, up 6% year over year, and SaaS revenue of $93 million, up 43% year over year Total reported ARR grew +21% year over year, with $44 million in constant...
CommVault Systems press release ( CVLT ): Q4 Non-GAAP EPS of $1.28 beats by $0.19 . Revenue of $312M (+13.5% Y/Y) beats by $5.3M . Subscription revenue was $208 million, up 20% year over year, inclusive of term-based license revenue of $114 million, up 6% year over year, and SaaS revenue of $93 million, up 43% year over year Total reported ARR grew +21% year over year, with $44 million in constant currency net new ARR We are providing the following guidance for the first quarter of fiscal year 2027, based on the recast definitions set forth at the end of this earnings press release: Subscription revenue is expected to be between $263 million and $265 million Non-GAAP EBIT margin2 is expected to be approximately 19% We are providing the following guidance for the full fiscal year 2027, based on the recast definitions set forth at the end of this earnings press release: Subscription revenue is expected to be between $1,115 million and $1,125 million Subscription ARR1 is expected to be between $1,200 million and $1,210 million Total revenues are expected to be between $1,300 million and $1,310 million Non-GAAP EBIT margin2 is expected to be approximately 20.5% Free cash flow2 is expected to be between $250 million and $260 million More on CommVault Systems Commvault Systems: Circling The Wagons On Takeover Interest (Rating Upgrade) Commvault Systems Continues Transition Against Headwinds (Downgrade) CommVault Systems Q4 2026 Earnings Preview Rubrik initiated with Buy, Commvault at Hold at Jefferies Seeking Alpha’s Quant Rating on CommVault Systems
Northwest Bancshares ( NWBI ) declares $0.20/share quarterly dividend , in line with previous. Forward yield 5.93% Payable May 20; for shareholders of record May 7; ex-div May 7. See NWBI Dividend Scorecard, Yield Chart, & Dividend Growth. More on Northwest Bancshares Northwest Bancshares Is Turning This Ship Around (Upgrade) Northwest Bancshares, Inc. (NWBI) Presents at 47th Annual Raymond James ...
Northwest Bancshares ( NWBI ) declares $0.20/share quarterly dividend , in line with previous. Forward yield 5.93% Payable May 20; for shareholders of record May 7; ex-div May 7. See NWBI Dividend Scorecard, Yield Chart, & Dividend Growth. More on Northwest Bancshares Northwest Bancshares Is Turning This Ship Around (Upgrade) Northwest Bancshares, Inc. (NWBI) Presents at 47th Annual Raymond James Institutional Investor Conference - Slideshow Northwest Bancshares Q1 2026 Earnings Preview Seeking Alpha’s Quant Rating on Northwest Bancshares Historical earnings data for Northwest Bancshares
Pre-Market Stock Futures: Futures are trading mostly lower after a rather ho-hum start to the trading week on Monday. While the S&P 500 and the Nasdaq did print new highs before fading somewhat, after last week’s wild swings, it was a rather quiet start to the week. With 30% of the S&P 500 poised to ... Here Are Tuesday’s Top Wall Street Analyst Research Calls: American Homes 4 Rent, BP, Fortis, I...
Pre-Market Stock Futures: Futures are trading mostly lower after a rather ho-hum start to the trading week on Monday. While the S&P 500 and the Nasdaq did print new highs before fading somewhat, after last week’s wild swings, it was a rather quiet start to the week. With 30% of the S&P 500 poised to ... Here Are Tuesday’s Top Wall Street Analyst Research Calls: American Homes 4 Rent, BP, Fortis, International Business Machines, Micron Technology, Nucor, Opendoor Technologies,Rambus, and More
Here Are Tuesday’s Top Wall Street Analyst Research Calls: American Homes 4 Rent, BP, Fortis, International Business Machines, Micron Technology, Nucor, Opendoor Technologies,Rambus, and More 24/7 Wall St.
Here Are Tuesday’s Top Wall Street Analyst Research Calls: American Homes 4 Rent, BP, Fortis, International Business Machines, Micron Technology, Nucor, Opendoor Technologies,Rambus, and More 24/7 Wall St.
Here Are Tuesday’s Top Wall Street Analyst Research Calls: American Homes 4 Rent, BP, Fortis, International Business Machines, Micron Technology, Nucor, Opendoor Technologies, Rambus, and More 24/7 Wall St.
Here Are Tuesday’s Top Wall Street Analyst Research Calls: American Homes 4 Rent, BP, Fortis, International Business Machines, Micron Technology, Nucor, Opendoor Technologies, Rambus, and More 24/7 Wall St.
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