Michele Ursi/iStock Editorial via Getty Images The Roundhill PLTR WeeklyPay ETF ( PLTW ) is an actively managed exchange-traded fund designed to provide investors with exposure to the performance of Palantir ( PLTR ) shares while employing 1.2x leverage with the goal of providing income and growth. Using weekly swap derivatives, the fund intends on providing a weekly return that is equivalent to 1...
Michele Ursi/iStock Editorial via Getty Images The Roundhill PLTR WeeklyPay ETF ( PLTW ) is an actively managed exchange-traded fund designed to provide investors with exposure to the performance of Palantir ( PLTR ) shares while employing 1.2x leverage with the goal of providing income and growth. Using weekly swap derivatives, the fund intends on providing a weekly return that is equivalent to 1.2x the performance of the weekly total return of PLTR shares, imposing certain risks that investors should consider prior to investing in this strategy. Given the pricing mechanics, leveraged risk, and potential volatility of the strategy, I am recommending this fund with a conditional Hold rating to be used by sophisticated investors seeking amplified performance over PLTR shares. As a disclosure, I am long-term bullish on PLTR shares; you can review my most recent report covering the company here . Why Invest in PLTW Off the cuff, PLTW can provide amplified returns over PLTR share performance, targeting 1.2x the total return of the underlying shares over the course of a week. This can be an appealing feature for long-term investors that are seeking to amplify their returns on PLTR shares through an ETF wrapper, particularly given the weekly reset rather than the more common daily reset of most leveraged strategies. With the weekly reset, PLTW shares could potentially smooth out and elongate the compounding effect that is typically experienced in daily leveraged funds. Rather than daily compounding, PLTW may experience weekly compounding following the reset period at the end of each calendar week. Where this may be a benefit, weekly pricing could potentially create certain challenges for investors as trading and pricing may not be as dynamic as daily exposure. Theoretically, the swap positions will be priced at the beginning and end of each trading week rather than at the close of each trading day. Given that PLTW is actively trading on the market, shares have performed a...
LeoWolfert/iStock via Getty Images American electricity and natural gas company WEC Energy Group, Inc. ( WEC ) recently reported its Q4 2025 and FY 2025 earnings, which showed that full-year earnings per share of $5.27 met the guidance issued earlier in 2025. The company is expected to execute its $37.5 billion capital plan between 2026 and 2030, which will also include the $1 billion capital inje...
LeoWolfert/iStock via Getty Images American electricity and natural gas company WEC Energy Group, Inc. ( WEC ) recently reported its Q4 2025 and FY 2025 earnings, which showed that full-year earnings per share of $5.27 met the guidance issued earlier in 2025. The company is expected to execute its $37.5 billion capital plan between 2026 and 2030, which will also include the $1 billion capital injection intended to meet the 3.9 gigawatt power demand by both Vantage and Microsoft data centers. That said, I will explain why I am rating this stock as a hold, with the belief that the company has an upside potential of more than 40% tied to its capital plan, as outlined below. In its 5-year capital plan execution, WEC projects a long-term earnings growth potential (or CAGR) of 7% to 8% (a midpoint of 7.5%) between 2026 and 2030. For FY 2026 and assuming normal weather conditions, WEC reaffirmed its earnings guidance in the range of $5.51 to $5.61- a midpoint of $5.56. To calculate the future earnings per share after the 5 years for WEC, I will add 1 to the CAGR, 7.5% or 0.075, and raise the total (1.075) to the power of 5 (the number of years), then multiply it by the initial earnings value of $5.56. My calculation shows that WEC’s earnings per share after the 5-year capital plan will be about $8, representing an increase of 43.9% (from 2026 to 2030). In 2026, WEC projected that retail electric sales in Wisconsin would rise by 1.6% (YoY), with the data center loads forcing a 5.8% (YoY) power demand increase in the commercial and industrial segment. This growth forecast is in line with the EIA’s prediction of a 1% (YoY) electricity consumption growth in the US, followed by a 3% (YoY) increase in 2027, driven by surging power demand used by large computer centers. In FY 2025, electric consumption in residential areas grew 3.5% (YoY), with overall electric sales rising 1.4% (YoY) to 44,059.5 MWh. We are looking at a new load that is in line with the additional forecasted cus...
Class Action Announcement for Oracle Corporation Investors: Kessler Topaz Meltzer & Check, LLP Has Filed A Securities Fraud Class Action Lawsuit Against Oracle Corporation NewMediaWire
Class Action Announcement for Oracle Corporation Investors: Kessler Topaz Meltzer & Check, LLP Has Filed A Securities Fraud Class Action Lawsuit Against Oracle Corporation NewMediaWire
Key PointsBooking.com’s connected-trip segment is growing over 20% and driving higher margins and improved cash-flow timing as more travelers book multiple trip components on the platform.
Key PointsBooking.com’s connected-trip segment is growing over 20% and driving higher margins and improved cash-flow timing as more travelers book multiple trip components on the platform.
AirAsia founder Tony Fernandes said that the Asian airline’s branding unit is closing in on a Nasdaq-listed target for a backdoor listing later this year that would value the newly created entity at about $1.5 billion. The deal, which will involve the merger of the branding unit with the US-listed company, will probably be announced within the next two months, Fernandes said in an interview on Fri...
AirAsia founder Tony Fernandes said that the Asian airline’s branding unit is closing in on a Nasdaq-listed target for a backdoor listing later this year that would value the newly created entity at about $1.5 billion. The deal, which will involve the merger of the branding unit with the US-listed company, will probably be announced within the next two months, Fernandes said in an interview on Friday in Kuala Lumpur. The merged entity will probably debut in the third quarter, he said. The deal would mark the revival of a plan Fernandes talked about two years ago but never materialized because of challenges complying with Nasdaq listing rules. A successful listing for Next would be the businessman’s first outside of Malaysia, and after he merged his airline businesses under one entity. Fernandes, who has said he aims to list all of his non-aviation businesses under holding company Capital A Bhd. over the coming years, said AirAsia has built such a strong brand that other airlines, particularly in the Asean region, will be willing to pay his company to tap its expertise and name value. “We can have AirAsia anything,” he said.
Electricity has been restored after a four-hour outage at a residential high-rise in a Kwai Chung housing estate, caused by a suspected water leak that triggered a power trip ahead of Lunar New Year’s Eve. The city’s biggest electricity company, CLP Power, said that at around 9.13pm on Sunday, a suspected equipment fault at Ha Kwai House in the Kwai Chung Estate disrupted supply to about 760 house...
Electricity has been restored after a four-hour outage at a residential high-rise in a Kwai Chung housing estate, caused by a suspected water leak that triggered a power trip ahead of Lunar New Year’s Eve. The city’s biggest electricity company, CLP Power, said that at around 9.13pm on Sunday, a suspected equipment fault at Ha Kwai House in the Kwai Chung Estate disrupted supply to about 760 households. The power trip lasted four hours and electricity was restored at 1.30am on Monday. CLP staff...
VV Shots/iStock Editorial via Getty Images AI-related concerns have weighed heavily on London Stock Exchange Group ( LSEGY )( LDNXF )('LSEG') of late. Investors are worried that the company's data-heavy business model is ripe for disruption from startups like Anthropic, whose recent announcement of a new AI-enabled tool for automating legal work sent software and data-related stocks tumbling . Tha...
VV Shots/iStock Editorial via Getty Images AI-related concerns have weighed heavily on London Stock Exchange Group ( LSEGY )( LDNXF )('LSEG') of late. Investors are worried that the company's data-heavy business model is ripe for disruption from startups like Anthropic, whose recent announcement of a new AI-enabled tool for automating legal work sent software and data-related stocks tumbling . That has left LSEG's ADSs around 25% lower than they were at the beginning of last year – a number that actually includes some benefit from a weaker dollar. The stock has performed even worse in its native British pound, falling around 33% in that time. And yet, LSEG's shares were sitting at a record high at the start of 2025. Have the fundamentals of the business really been upended in such a short space of time? Consensus estimates would suggest not, with analysts forecasting double-digit earnings growth when the company reports its 2025 results next week. This sell-off has left LSEG's valuation looking depressed compared to peers and its own historical range. For investors prepared to block out the noise, this could be a good time to pick up a solid business at an attractive price. I rate shares "Strong Buy". Data by YCharts Overblown Data Fears LSEG's name is a nod to its traditional business of managing one of the world's oldest stock exchanges. Equities, though, kicked in less than 5% of firm-wide income through the first nine months of 2025, while the entire Markets segment, which includes fixed income, FX, derivatives, and more, contributed less than 40% of total revenue. Data Source: LSEG Q3 2025 Results Release LSEG's largest division is Data & Analytics, contributing roughly 45% to company-wide revenue. This is also where AI fears seem to be centered. The broad worry is that AI-enabled technology will eventually commoditize financial data, robbing data firms like LSEG of their pricing power. In countering that view, it is important to appreciate that Data & Analytic...
peshkov/iStock via Getty Images The following segment was excerpted from the Artisan Global Equity Fund ( ARTHX ) Q4 2025 Commentary. In 2025, the Global Equity portfolio outperformed its benchmark, doubling the returns of the MSCI All Country World Index. Our disciplined stock selection was a key contributor to performance. Our conviction in the industrials sector paid off, driving the portfolio'...
peshkov/iStock via Getty Images The following segment was excerpted from the Artisan Global Equity Fund ( ARTHX ) Q4 2025 Commentary. In 2025, the Global Equity portfolio outperformed its benchmark, doubling the returns of the MSCI All Country World Index. Our disciplined stock selection was a key contributor to performance. Our conviction in the industrials sector paid off, driving the portfolio's performance with triple-digit returns. Other positive sources of returns came from our holdings in financials, health care, utilities and consumer staples, significantly outperforming benchmark returns in each of these sectors. Stock selection in materials was negative but was partially offset by favorable currency movements. Information technology ('IT') weighed on relative performance due to our underweighting, although absolute returns in the sector were solid. In Q4, the portfolio underperformed the MSCI All Country World Index. Our stock selection in industrials was the leading cause of relative underperformance. However, stock selection in the utilities, IT and health care sectors helped buoy portfolio performance relative to the index. Our quarterly performance was largely attributable to holdings in industrials, particularly our defense theme. Two of our top-performing holdings this year, South Korean defense companies Hanwha Aerospace (HNWHF) and LIG Nex1 (LIGNF), declined in October and November. Investor profit-taking and a broader near-term pullback in the defense sector weighed on the shares of both companies, moderating the respective triple- and double-digit YTD gains recorded this year for each stock. Hanwha Aerospace, the largest defense company in South Korea with significant exposure to naval, land and aero-based systems, continues to expand its global presence in defense spending. Our conviction in the company remains high. Healthy cash flow and order backlog will likely lead to near-term growth. Additional ammunition and land-based-system deals contin...