Caretaker manager has led upturn in results Club hierarchy to wait until end of season to make decision Manchester United are yet to decide if Michael Carrick should be offered the manager’s position on a full-time base despite the upturn in form under his interim charge, with the club’s executive, led by Jason Wilcox, the director of football, intent on waiting until the end of the season before ...
Caretaker manager has led upturn in results Club hierarchy to wait until end of season to make decision Manchester United are yet to decide if Michael Carrick should be offered the manager’s position on a full-time base despite the upturn in form under his interim charge, with the club’s executive, led by Jason Wilcox, the director of football, intent on waiting until the end of the season before making a final decision. While Carrick has publicly remained tight-lipped regarding becoming United’s manager beyond the current campaign it is understood he would be interested in doing so. The former midfielder has stated he is being consulted regarding potential summer transfer targets as well as United’s pre-season plans. Continue reading...
Hong Kong authorities have proposed new offences with tougher punishments for fire installation contractors who fail to obtain prior approval before deactivating firefighting systems or do not report malfunctions within 24 hours, in the wake of the city’s deadliest fire in decades, the South China Morning Post has learned. Other proposed changes included drastically increasing the maximum penalty ...
Hong Kong authorities have proposed new offences with tougher punishments for fire installation contractors who fail to obtain prior approval before deactivating firefighting systems or do not report malfunctions within 24 hours, in the wake of the city’s deadliest fire in decades, the South China Morning Post has learned. Other proposed changes included drastically increasing the maximum penalty for existing offences related to the unauthorised handling of fire equipment and the issuance of...
China’s electric vehicle (EV) makers could introduce a lidar sensor-based intelligent driving system in models priced as low as 60,000 yuan (US$8,795) this year, reflecting intensifying competition and falling costs, according to AI-driven tech firm Robosense. This price point is the lowest for models on sale in China’s market, excluding mini vehicles sold for less than 50,000 yuan, indicating fie...
China’s electric vehicle (EV) makers could introduce a lidar sensor-based intelligent driving system in models priced as low as 60,000 yuan (US$8,795) this year, reflecting intensifying competition and falling costs, according to AI-driven tech firm Robosense. This price point is the lowest for models on sale in China’s market, excluding mini vehicles sold for less than 50,000 yuan, indicating fierce competition among Chinese carmakers amid the phasing out of policy incentives. Notably, light...
The Iran crisis loomed large in discussions when Sheikh Khaled bin Mohamed bin Zayed Al Nahyan, the crown prince of Abu Dhabi, and Spanish Prime Minister Pedro Sanchez met President Xi Jinping on separate visits to Beijing last week. Both meetings focused on the need for a comprehensive and sustainable security architecture for the Middle East. This week, on a phone call with Saudi Crown Prince M...
The Iran crisis loomed large in discussions when Sheikh Khaled bin Mohamed bin Zayed Al Nahyan, the crown prince of Abu Dhabi, and Spanish Prime Minister Pedro Sanchez met President Xi Jinping on separate visits to Beijing last week. Both meetings focused on the need for a comprehensive and sustainable security architecture for the Middle East. This week, on a phone call with Saudi Crown Prince Mohammed bin Salman, Xi reiterated China’s support for an immediate and comprehensive ceasefire and...
Jonathan Kitchen/DigitalVision via Getty Images The Goldman Sachs S&P 500 Premium Income ETF ( GPIX ) closed at $53.59 on 4/17 which marked a fresh high since the fund's October 2023 inception. This confirmed that a breakout has been building since the fund cleared $3 billion in assets under management (AuM) in February. What I love about GPIX is that it doesn't write calls on 100% of the portfoli...
Jonathan Kitchen/DigitalVision via Getty Images The Goldman Sachs S&P 500 Premium Income ETF ( GPIX ) closed at $53.59 on 4/17 which marked a fresh high since the fund's October 2023 inception. This confirmed that a breakout has been building since the fund cleared $3 billion in assets under management (AuM) in February. What I love about GPIX is that it doesn't write calls on 100% of the portfolio. Instead it dynamically overwrites between 25% and 75% of the equity notional value which is the structural decision that lets this fund participate in S&P 500 rallies instead of capping them. The 52-week low for GPIX was $40.01 on 4/7/25 and its now up more than 33% off those lows while continuing to distribute roughly $0.37 per share every month. It's rare that covered call focused ETFs will rebound and break out to this degree while producing a high single digit yield. GPIX has been able to accomplish both and the reason is how the ETF is structured. I think that Goldman Sachs ( GS ) did a fantastic job with GPIX and many others agree considering the AUM now exceeds $3.5 billion. I'm very bullish on GPIX and believe it will continue breaking out in 2026 while delivering large amounts of income. Seeking Alpha Following up on my previous article about GPIX I wrote an article on GPIX in September 2025 ( can be read here ) and since then its total return has outpaced the S&P 500. Shares of GPIX are up 2.39% and when the distribution is factored in its total return is 7.6% compared to 6.16% for the S&P 500. I became bullish on GPIX because of its flexible options strategy allowing monthly income to be generated without capping all of the upside. The hybrid approach worked well in my opinion because the trade off worked in the investors favor with getting additional exposure to the appreciation side of the investment. I am following up with a new article to discuss why I am still bullish on GPIX and how it has outperformed its peers over the past 2-years. Seeking Alpha The c...
Andrzej Rostek/iStock via Getty Images Introduction Seeking alpha or seeking income? This is a question a lot of us investors ask ourselves, right? For many, trying to beat the market is the goal, while slow and steady wins the race for those like me. Of course, beating the market is always great, but having a clear goal for individual stocks is something I believe investors overlook. I've mention...
Andrzej Rostek/iStock via Getty Images Introduction Seeking alpha or seeking income? This is a question a lot of us investors ask ourselves, right? For many, trying to beat the market is the goal, while slow and steady wins the race for those like me. Of course, beating the market is always great, but having a clear goal for individual stocks is something I believe investors overlook. I've mentioned this in prior articles; some stocks are just unlikely to give you alpha . This is why I love income investing so much. It's straight-forward and simple. Buy and hold quality stocks and get paid while you wait. Makes it easier during volatile times too. In the case of NNN REIT ( NNN ), while they're unlikely to give you market-beating returns, one thing investors can count on is receiving reliable income. And with inflation increasing modestly from last month, collecting a 5% well-covered yield ain't too shabby. In this article, I discuss NNN's latest earnings, fundamentals, and why investors can expect solid returns of 9% to 10% in 2026 and beyond. Previous Buy Case Since I last covered NNN REIT this past November, the stock has seen some decent upside. They've even managed to outperform the S&P ( SP500 ) during this period, up over 11% to nearly 9% for the index during the period. Seeking Alpha Because of their 6% yield, well-covered dividend, and upside potential to their price target of roughly $45, I rated NNN a buy despite the short-term noise. During Q3, NNN saw their occupancy tick down due to a legal dispute between former & new tenants. NNN's resilience was on display as they were able to raise full-year guidance even with lingering tenant issues. Besides the potential to see additional tenant (issues), I also thought the risk of a recession would weigh on their performance, resulting in limited upside. Rise In Occupancy & Double-Beat NNN reported their Q4 earnings and closed out 2025 on a solid note despite lower growth. Cap rate compression played a role as th...
ismagilov/iStock via Getty Images All Cap Review As of 03/31/2026 INVESTMENT STRATEGY QTD YTD 1 YEAR 3 YEAR 5 YEAR 10 YEAR Since Inception VVP All Cap (Gross) -13.3% -13.3% 0.7% 9.9% 1.7% 8.3% 9.9% VVP All Cap ( NET ) -13.5% -13.5% -0.1% 9.1% 1.0% 7.5% 9.0% Russell 3000 Value Index 2.2% 2.2% 16.4% 14.3% 9.2% 10.5% 10.3% Russell 3000 Index -4.0% -4.0% 18.1% 17.9% 10.9% 13.7% 12.8% Inception 04/01/2...
ismagilov/iStock via Getty Images All Cap Review As of 03/31/2026 INVESTMENT STRATEGY QTD YTD 1 YEAR 3 YEAR 5 YEAR 10 YEAR Since Inception VVP All Cap (Gross) -13.3% -13.3% 0.7% 9.9% 1.7% 8.3% 9.9% VVP All Cap ( NET ) -13.5% -13.5% -0.1% 9.1% 1.0% 7.5% 9.0% Russell 3000 Value Index 2.2% 2.2% 16.4% 14.3% 9.2% 10.5% 10.3% Russell 3000 Index -4.0% -4.0% 18.1% 17.9% 10.9% 13.7% 12.8% Inception 04/01/2011 Click to enlarge We purchased one new position during the quarter: SAP SE ( SAP ). We sold one position during the quarter: ISS A/S (ISSDY). There was one material contributor to performance: Littelfuse, Inc. There were five material detractors to performance: TPG Inc., Salesforce, Inc., Ibstock Plc (IBSTF), Ryan Specialty Holdings, Inc., Premium Brands Holdings Corporation ( PRBZF ). SAP SE is the global leader in enterprise resource planning (ERP) software, which serves as the operating system for many of the world's largest companies. SAP's software manages many functions across an organization, including financial accounting, supply chains, customer relationships, human capital, and procurement. SAP and Oracle dominate the global ERP market. We have owned both businesses in the past and we are thrilled to have the opportunity to own SAP again with a substantial margin of safety. We believe SAP is one of the best businesses in the world. They have over 425,000 customers, including 98 of the 100 largest companies globally. SAP's ERP solutions often have decades of embedded data, business processes, and software customizations. It is extremely rare for companies to switch ERP vendors due to the cost, time, and disruption risk that switching creates, particularly for large, global enterprises that make up SAP's core customer base. SAP's stock price is down significantly due to concerns about AI disruption. SAP is the system-of-record for its customers. All their business data, context, and business logic sits within SAP. AI-enabled agents do not work without this data a...
Commvault (NASDAQ: CVLT), a leader in unified resilience at enterprise scale, today announced the Commvault Cloud platform will be available on Google Cloud, bringing new levels of resilience to customers.
Commvault (NASDAQ: CVLT), a leader in unified resilience at enterprise scale, today announced the Commvault Cloud platform will be available on Google Cloud, bringing new levels of resilience to customers.
Binding Facility for Strategic Equinex/AtNorth Data Center Build Out in SwedenRoad Town, Tortola, British Virgin Islands, April 22, 2026 (GLOBE NEWSWIRE) -- Alpha Compute Corp. (Nasdaq: ALP), a pioneer in AI Confidential Compute and GPU-as-a-Service (GPUaaS), today announced the execution of a binding term sheet for a $31.9 million non-recourse loan facility secured by B300 Nvidia graphics process...
Binding Facility for Strategic Equinex/AtNorth Data Center Build Out in SwedenRoad Town, Tortola, British Virgin Islands, April 22, 2026 (GLOBE NEWSWIRE) -- Alpha Compute Corp. (Nasdaq: ALP), a pioneer in AI Confidential Compute and GPU-as-a-Service (GPUaaS), today announced the execution of a binding term sheet for a $31.9 million non-recourse loan facility secured by B300 Nvidia graphics processing units (GPUs). The transaction marks a significant milestone in the Company's strategy to scale i
Here's some news that's not exactly a secret: The price of gas has been surging lately. In early April, the national average price for a gallon of regular gas was $4.08, according to AAA. That's up 26% from $3.24, where it was a year ago. Worse still, gas costs far more than average in certain regions. What's going on? Well, there's a lot of unrest in the Middle East, which is disrupting trade and...
Here's some news that's not exactly a secret: The price of gas has been surging lately. In early April, the national average price for a gallon of regular gas was $4.08, according to AAA. That's up 26% from $3.24, where it was a year ago. Worse still, gas costs far more than average in certain regions. What's going on? Well, there's a lot of unrest in the Middle East, which is disrupting trade and trade routes. This increase is really pinching the budgets of millions of Americans. If you're looking for relief, here are some ways to keep your fuel costs in check. Image source: Getty Images. Continue reading
Hudson Pacific Properties and peers stand out as undervalued P/B stocks, offering investors a screen-driven path to spot potential value opportunities.
Hudson Pacific Properties and peers stand out as undervalued P/B stocks, offering investors a screen-driven path to spot potential value opportunities.
Farmers National press release ( FMNB ): Q1 Non-GAAP EPS of $0.45 beats by $0.08 . Revenue of $56.26M (+25.9% Y/Y) beats by $1.46M . More on Farmers National Farmers National reports Q4 results Seeking Alpha’s Quant Rating on Farmers National Historical earnings data for Farmers National Dividend scorecard for Farmers National Financial information for Farmers National
Farmers National press release ( FMNB ): Q1 Non-GAAP EPS of $0.45 beats by $0.08 . Revenue of $56.26M (+25.9% Y/Y) beats by $1.46M . More on Farmers National Farmers National reports Q4 results Seeking Alpha’s Quant Rating on Farmers National Historical earnings data for Farmers National Dividend scorecard for Farmers National Financial information for Farmers National
Here are the biggest calls on Wall Street on Wednesday: Wells Fargo upgrades Airbnb to overweight from equal weight Wells said in its upgrade of Airbnb that it sees robust innovation. "Accelerating pace of innovation makes upside options a reality. More aggressive hotel supply push and sponsored listings beginning in '27 drive revs +6%/+11% and EPS +7%/+12% vs. Street in '27/'28, respectively." Re...
Here are the biggest calls on Wall Street on Wednesday: Wells Fargo upgrades Airbnb to overweight from equal weight Wells said in its upgrade of Airbnb that it sees robust innovation. "Accelerating pace of innovation makes upside options a reality. More aggressive hotel supply push and sponsored listings beginning in '27 drive revs +6%/+11% and EPS +7%/+12% vs. Street in '27/'28, respectively." Read more. BMO initiates Toast, Visa and Mastercard at outperform BMO said Toast , Visa and Mastercard are "core holdings." "That said, we see this divergence increasingly disconnected from fundamentals and believe the group is (1) more insulated from AI disruption than narratives suggest, with AI more likely to enhance operating efficiency (and, over time, top-line growth) than displace core economics; (2) characterized by a number of idiosyncratic-upside stories" Wolfe reiterates Netflix as outperform Wolfe said user engagement fears are overdone. "Investors often fret about Netflix's attention share losses to YouTube, Meta, and TikTok, but the data show that Netflix's core engagement trends are positive. Further, Netflix sells a highly differentiated product whose value is indirectly tied to raw engagement. That said, more is better." Compass Point initiates SharonAI at buy Compass said it sees several positive catalysts ahead for the cloud computing AI company. "Our investment thesis rests on three points: (1) first major contract moves SharonAI beyond setup and into contract-backed scale; (2) Australian capacity build gives the company a credible base from which to deploy; and (3) partner-and-financing stack gives SharonAI a path to grow quickly, provided execution keeps pace." Evercore ISI downgrades Frontline and DTH to in line from outperform Evercore said it's concerned about war headwinds for the tanker owners. "As a result, we downgrade DHT and FRO to In Line (from Outperform) and NAT to Underperform (from In Line) based on the scenarios we detailed above for poten...
Investment management company Nightview Capital recently released its Q1 2026 investor letter. A copy of the letter can be downloaded here. In the first quarter of 2026, the market dynamics were driven by geopolitical and structural factors. Some concerns about market fear are valid; however, the market’s response has been overly broad instead of precise. […]
Investment management company Nightview Capital recently released its Q1 2026 investor letter. A copy of the letter can be downloaded here. In the first quarter of 2026, the market dynamics were driven by geopolitical and structural factors. Some concerns about market fear are valid; however, the market’s response has been overly broad instead of precise. […]