Nasdaq ( NDAQ ) declares $0.31/share quarterly dividend , 14.8% increase from prior dividend of $0.27. Forward yield 1.44% Payable June 26; for shareholders of record June 12; ex-div June 12. See NDAQ Dividend Scorecard, Yield Chart, & Dividend Growth. More on Nasdaq Nasdaq Remains A Buy Opportunity As Organic Growth Surged Amidst Market Uncertainty Nasdaq, Inc. (NDAQ) Presents at BofA Securities ...
Nasdaq ( NDAQ ) declares $0.31/share quarterly dividend , 14.8% increase from prior dividend of $0.27. Forward yield 1.44% Payable June 26; for shareholders of record June 12; ex-div June 12. See NDAQ Dividend Scorecard, Yield Chart, & Dividend Growth. More on Nasdaq Nasdaq Remains A Buy Opportunity As Organic Growth Surged Amidst Market Uncertainty Nasdaq, Inc. (NDAQ) Presents at BofA Securities 2026 Information & Business Services Conference Transcript Nasdaq, Inc. (NDAQ) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript Nasdaq Non-GAAP EPS of $0.96 beats by $0.03, revenue of $1.4B beats by $30M Nasdaq Q1 2026 Earnings Preview
BlackRock Inc. portfolio manager Rie Shigekawa highlighted risks to the yen if the Bank of Japan fails to prepare the market for a June interest-rate hike at the next policy meeting. Market expectations for the central bank to raise rates next week have diminished since the Middle East conflict broke out, Shigekawa said at the Bloomberg New Voices event in Tokyo on Thursday. So it will be key for ...
BlackRock Inc. portfolio manager Rie Shigekawa highlighted risks to the yen if the Bank of Japan fails to prepare the market for a June interest-rate hike at the next policy meeting. Market expectations for the central bank to raise rates next week have diminished since the Middle East conflict broke out, Shigekawa said at the Bloomberg New Voices event in Tokyo on Thursday. So it will be key for Governor Kazuo Ueda to send the message that his policy board remains committed to rate hikes as soon as June, she said. “If he doesn’t do that right, then there’s definitely a risk to the currency,” Shigekawa said. Still, she added, “the market feels very comfortable that their next move is coming up in June.” The Bank of Japan is leaning toward keeping its policy rate unchanged next week, with officials still committed to raising borrowing costs sooner or later, people familiar with the matter said this week. A majority of economists are now betting the next rate increase will come in June, according to a survey by Bloomberg News. Former Bank of Japan policy board member Sayuri Shirai flagged the same risk to the currency. Next week would provide a good opportunity for the central bank to raise rates to stem an “extremely cheap yen” that is hurting households’ purchasing power, she said on the same panel. “If they are going to postpone, let’s see what will happen to the market sentiment,” said Shirai, a professor of economics at Keio University in Tokyo. If the market concludes that the BOJ is falling behind the curve and unwilling to raise rates, that would be a trigger for a cheaper yen, she said. The yen is trading at around 159.7 per dollar, and further weakness in the currency could add to inflationary pressures that are building as energy costs rise as a result of the Iran conflict. Both women said they were surprised in the Bank of Japan’s shift in communication in recent weeks, even as the outbreak of war in the Middle East increased uncertainty over the economic ...
Thermo Fisher (TMO) delivered earnings and revenue surprises of +4.67% and +1.62%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Thermo Fisher (TMO) delivered earnings and revenue surprises of +4.67% and +1.62%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Texas Capital (TCBI) delivered earnings and revenue surprises of +11.27% and +1.40%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Texas Capital (TCBI) delivered earnings and revenue surprises of +11.27% and +1.40%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Rafmaster/iStock via Getty Images By Peter Vanden Houte , Chief Economist, Belgium, Luxembourg, Eurozone Services sector activity tanks while manufacturing companies try to build inventories of crucial inputs The flash estimate of the composite PMI fell to 48.6 in April, below the boom-or-bust level for the first time in 16 months. The downturn was especially visible in the services sector, where ...
Rafmaster/iStock via Getty Images By Peter Vanden Houte , Chief Economist, Belgium, Luxembourg, Eurozone Services sector activity tanks while manufacturing companies try to build inventories of crucial inputs The flash estimate of the composite PMI fell to 48.6 in April, below the boom-or-bust level for the first time in 16 months. The downturn was especially visible in the services sector, where the activity index fell to 47.4, a 62-month low. Somewhat surprisingly, the Manufacturing PMI rose to 52.2, significantly above consensus expectations. While overall new orders decreased for the second month in a row, manufacturing new orders rose at the fastest pace in four years. However, given the supply disruptions caused by the war in the Middle East, it seems that manufacturing activity is currently supported by inventory building, with companies trying to secure crucial inputs in the wake of potential shortages. Although overall growth is clearly slowing, employment decreased only marginally, with staffing levels in the services sector remaining resilient. Selling prices increase In the wake of the energy shock and the supply-side disruptions, input costs increased at the fastest level since 2022. Despite the slowdown in growth, output price inflation reached the highest level in 37 months. This is important, as ECB President Christine Lagarde stated during the March press conference that the ECB would be particularly attentive to selling price expectations of firms. The fact that the S&P website temporarily couldn’t cope with the amount of traffic after the PMI release only illustrates how crucial this report is ahead of next week’s ECB meeting. Lagarde said in a recent speech that the uncertainty about the duration of the shock and the breadth of pass-through argues for gathering more information before drawing firm conclusions for monetary policy. This seems to make a change in interest rates next week still rather unlikely. However, the current PMI report shows t...
European Car Sales Jump 11% As Fuel Shock Drives EV Demand European auto sales posted their strongest monthly gain in almost two years in March, as robust demand emerged for fully electric and hybrid models. The surge in demand follows the US-Iran conflict, which disrupted energy flows through the Hormuz chokepoint. As a result, petrol and diesel prices at the pump in Europe soared. Another issue ...
European Car Sales Jump 11% As Fuel Shock Drives EV Demand European auto sales posted their strongest monthly gain in almost two years in March, as robust demand emerged for fully electric and hybrid models. The surge in demand follows the US-Iran conflict, which disrupted energy flows through the Hormuz chokepoint. As a result, petrol and diesel prices at the pump in Europe soared. Another issue is China flooding the continent with cheap EVs, undercutting already struggling domestic automakers. Bloomberg cited new-vehicle registration data for last month showing an 11% rise to 1.58 million, as demand for EVs and hybrids continued to strengthen. EV deliveries jumped 42%, with growth across all major markets, including a 66% increase in German EV sales, driven by subsidies and more affordable models. March's surge in demand offers relief for struggling European automakers facing a number of issues, including excess capacity, U.S. tariffs, and weak demand in the Chinese market. Related: Chinese EVs Flood Europe, Signals Hollowing Out Of Bloc's Industrial Core The problem with Europe is that Brussels had the grand idea of allowing Chinese brands such as BYD and Geely to flood the continent with cheap EVs, undercutting rivals such as VW, Porsche, and Mercedes. Data for the month also showed that BYD more than doubled its European sales in March to 37,580 vehicles and is preparing to start production at its new plant in Hungary later this quarter. This means China's market share in Europe is increasingly growing. Tesla also participated in last month's surge, with March registrations up 84% to 52,600, leaving it just ahead of BYD year-to-date. While it is quite obvious that the surge in Brent crude prices into triple-digit territory in March influenced consumer behavior, driving EV purchases because of the fuel shock that unfolded at petrol stations, we take a look at a UBS note showing that, over the past four decades, oil price shocks have typically remained elevated f...
Mobileye Global press release ( MBLY ): Q1 Non-GAAP EPS of $0.12 beats by $0.03 . Revenue of $558M (+27.4% Y/Y) beats by $38.46M . Full Year 2026 U.S. dollars in millions Low High Revenue $ 1,935 $ 2,015 Operating Loss $ (4,331 ) $ (4,281 ) Amortization of acquired intangible assets $ 346 $ 346 Share-based compensation expense $ 376 $ 376 Goodwill impairment $ 3,788 $ 3,788 Acquisition related exp...
Mobileye Global press release ( MBLY ): Q1 Non-GAAP EPS of $0.12 beats by $0.03 . Revenue of $558M (+27.4% Y/Y) beats by $38.46M . Full Year 2026 U.S. dollars in millions Low High Revenue $ 1,935 $ 2,015 Operating Loss $ (4,331 ) $ (4,281 ) Amortization of acquired intangible assets $ 346 $ 346 Share-based compensation expense $ 376 $ 376 Goodwill impairment $ 3,788 $ 3,788 Acquisition related expenses $ 6 $ 6 Adjusted Operating Income $ 185 $ 235 Click to enlarge More on Mobileye Global Mobileye: Stuck In Neutral Mobileye May Be The 'Sleeping Giant' Of The Robotaxi Revolution Mobileye: Mentee Brings More Than Meets The Eye Mobileye to buy back $250M of shares STMicroelectronics, TXN get upgrades, while NXP Semiconductors cut at Mizuho
Good morning . The US intercepts two Iranian oil supertankers. Thomas Massie stands for the MAGA voters Donald Trump is losing. And air miles are becoming a ghost commodity. Listen to the day’s top stories . — Angela Cullen Market Snapshot S&P 500 Futures 7,143.00 -0.4% Nasdaq 100 Futures 26,988.00 -0.4% Bloomberg Dollar Spot Index 1,199.10 +0.2% Market data as of 07:12 AM ET. Data is subject to p...
Good morning . The US intercepts two Iranian oil supertankers. Thomas Massie stands for the MAGA voters Donald Trump is losing. And air miles are becoming a ghost commodity. Listen to the day’s top stories . — Angela Cullen Market Snapshot S&P 500 Futures 7,143.00 -0.4% Nasdaq 100 Futures 26,988.00 -0.4% Bloomberg Dollar Spot Index 1,199.10 +0.2% Market data as of 07:12 AM ET. Data is subject to provider delays. The US military said it intercepted two Iranian oil supertankers that tried to evade its blockade as Washington continues to stymie the Islamic Republic’s shipping and Tehran threatens vessels in the Strait of Hormuz. The Trump administration said it was waiting for a response from Iran before the warring sides can restart peace talks. The impasse and worsening tensions brought the record-breaking rally in US stocks to a halt and kept Brent oil trading above $100 a barrel . Not so fast. A Virginia judge blocked a voter-approved plan to redraw the state’s districts in a way that would have led to more Democratic House seats. Over in Arlington County, it’s transpiring that US Navy Secretary John Phelan was fired after clashing with top leaders at the Pentagon, including over administration efforts to revive shipbuilding, people familiar said. The Quiet AI Trade That’s Raking in Billions A complex, long-overlooked part of the semiconductor world is now available to retail investors. Read more A few regrets. Tim Cook said the wonky launch of Apple Maps in 2012 was his “first really big mistake” as CEO. But the Apple Watch ranks as his proudest work . Meanwhile, Starbucks is trying to find its tech groove and it isn’t stopping at Nashville, the site of a new office for technology workers. It’s hunting for yet another location as it tries to bring those jobs back in-house, and it’s not just looking at the US. And Netflix is trying to appease its shareholders with an additional $25 billion buyback just days after disclosing disappointing results. Sleeping on the jo...
The TPU 8t and TPU 8i, Google’s eighth-generation chips, will be available later this year. Nvidia shares fell 0.8% to $200.97 in premarket trading Thursday after closing up 1.3% during Wednesday’s session. Although Google’s TPUs have posed the biggest challenge to Nvidia’s AI processor dominance so far, the rivalry is still a largely amicable one.
The TPU 8t and TPU 8i, Google’s eighth-generation chips, will be available later this year. Nvidia shares fell 0.8% to $200.97 in premarket trading Thursday after closing up 1.3% during Wednesday’s session. Although Google’s TPUs have posed the biggest challenge to Nvidia’s AI processor dominance so far, the rivalry is still a largely amicable one.
hapabapa Clean Energy ( CETY ) said on Thursday that it had received a non-compliance notice from the Nasdaq after failing to timely file its annual report on Form 10-K for the year ended Dec. 31, 2025. The company said the notice, dated April 17, relates to Nasdaq rule that requires listed companies to file required periodic reports with the U.S. Securities and Exchange Commission on time. Clean ...
hapabapa Clean Energy ( CETY ) said on Thursday that it had received a non-compliance notice from the Nasdaq after failing to timely file its annual report on Form 10-K for the year ended Dec. 31, 2025. The company said the notice, dated April 17, relates to Nasdaq rule that requires listed companies to file required periodic reports with the U.S. Securities and Exchange Commission on time. Clean Energy said the notice has no immediate effect on the listing or trading of its securities. Under Nasdaq rules, the company has 60 calendar days to submit a plan to regain compliance. If accepted, Nasdaq may grant an exception of up to 180 calendar days from the Form 10-K due date, or until Oct. 12, 2026. Clean Energy said it is working to complete and file the annual report and regain compliance. More on Clean Energy Technologies Financial information for Clean Energy Technologies
Gentherm (THRM) delivered earnings and revenue surprises of +57.30% and +9.07%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Gentherm (THRM) delivered earnings and revenue surprises of +57.30% and +9.07%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
West Pharmaceutical (WST) delivered earnings and revenue surprises of +27.00% and +8.55%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
West Pharmaceutical (WST) delivered earnings and revenue surprises of +27.00% and +8.55%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Honeywell International (HON) delivered earnings and revenue surprises of +6.10% and -1.28%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Honeywell International (HON) delivered earnings and revenue surprises of +6.10% and -1.28%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
PG&E (PCG) delivered earnings and revenue surprises of +11.69% and +6.56%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
PG&E (PCG) delivered earnings and revenue surprises of +11.69% and +6.56%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
GaryMuth/iStock via Getty Images I recently shared an article that explained how self-storage REITs could become one of the biggest hidden winners of the AI revolution. That’s because it is expected to lead to significant labor market disruption, which will then lead to greater mobility as people look for new jobs, creating lots of new demand for self-storage. CubeSmart Moreover, AI is also making...
GaryMuth/iStock via Getty Images I recently shared an article that explained how self-storage REITs could become one of the biggest hidden winners of the AI revolution. That’s because it is expected to lead to significant labor market disruption, which will then lead to greater mobility as people look for new jobs, creating lots of new demand for self-storage. CubeSmart Moreover, AI is also making it much easier than ever before to start all sorts of new businesses, and therefore, I expect it to lead to a boom in new small business formation. These new entrepreneurs will not need large industrial warehouses. Rather, they will need a small and flexible self-storage unit for their storage needs. Extra Space Storage Finally, because self-storage is one of the most operationally intensive property sectors, it should also benefit a lot from new efficiencies unlocked thanks to AI, potentially leading to higher margins. Public Storage All of this has the potential to greatly boost the cash flows of self-storage REITs over the coming five years, and yet, the market does not seem to have yet recognized this long-term opportunity, as most investors remain focused on the near-term challenges caused by oversupply. It has caused self-storage REITs Public Storage ( PSA ), Extra Space Storage ( EXR ), and CubeSmart ( CUBE ) to crash in recent years, pushing their valuations to historic lows: Data by YCharts I think that this is a great buying opportunity, as these REITs could present significant upside potential as growth accelerates and the narratives shift to how this sector is a hidden winner of AI. But which self-storage REIT is the best opportunity today? Public Storage? Extra Space Storage? CubeSmart? Or even National Storage Affiliates ( NSA )? I think that it is CUBE. Here are five reasons why: Reason No. 1: Best Internal Growth Prospects Its assets enjoy the greatest barriers to entry. They're typically located in densely populated areas, such as Brooklyn, which will limi...