The State Street Energy Select Sector SPDR ETF (NYSEMKT:XLE) and the iShares Global Clean Energy ETF (NASDAQ:ICLN) both target the energy sector but occupy different niches. The SPDR offers lower costs with fossil fuel concentration, while the iShares fund provides a more expensive, global renewable energy focus. Investors often choose between them based on cost, environmental, social, and governa...
The State Street Energy Select Sector SPDR ETF (NYSEMKT:XLE) and the iShares Global Clean Energy ETF (NASDAQ:ICLN) both target the energy sector but occupy different niches. The SPDR offers lower costs with fossil fuel concentration, while the iShares fund provides a more expensive, global renewable energy focus. Investors often choose between them based on cost, environmental, social, and governance (ESG) preferences, and yield requirements. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. Continue reading
Boeing 's monthly deliveries are up yet again — great news for investors betting on the U.S. plane maker's continued revival. The company on Tuesday reported 60 deliveries for May, marking its strongest month of the year. That's up from 47 in April and 33% higher than May 2025. The May results included 51 deliveries for top-selling 737 Max jets and six for 787 Dreamliner widebody planes. The 737 M...
Boeing 's monthly deliveries are up yet again — great news for investors betting on the U.S. plane maker's continued revival. The company on Tuesday reported 60 deliveries for May, marking its strongest month of the year. That's up from 47 in April and 33% higher than May 2025. The May results included 51 deliveries for top-selling 737 Max jets and six for 787 Dreamliner widebody planes. The 737 Max had its highest month of deliveries since December 2024. Through the end of May, Boeing delivered 250 aircraft — 30 more than the first five months of 2025. At this pace, 2026 could eclipse last year's total of 600. The upward trajectory in deliveries is crucial for Boeing because it can lead to better free cash flow after years of burning cash. Deliveries get recorded when Boeing receives cash from its customers. FCF can assess not only the company's financial health but also the turnaround progress under Kelly Ortberg, who took over as CEO nearly two years ago to help clean up the company's myriad issues. Improving deliveries can also help Boeing hit its full-year free cash flow guide of $1 billion to $3 billion. The company started 2026 in the hole, with a cash burn of $1.45 billion in the first quarter. During post-earnings call in April, CFO Jay Malave said that free cash flow should turn positive in the second half. According to FactSet, analysts estimate a cash outflow of $218 million in Q2, with FCF of $1.15 billion and $2.95 billion in the third and fourth quarters, respectively. On the front end of the business, Boeing orders in May did come in a bit soft. The company booked 27 new orders last month, compared to 136 in April. This slowdown, however, is not investment thesis changing for us as orders tend to be lumpy. That's why we focus on deliveries, which is a function of free cash flow. Tuesday's delivery numbers are the latest in a string of positive developments for Boeing. Last month, management said the company met Federal Aviation Administration (FAA) r...
Alphabet (NASDAQ:GOOGL) is positioned as a multi-decade compounder because it pairs a near-monopoly cash engine in Google Search with a compounding cloud and AI franchise at a valuation that, on an earnings yield basis, still trades cheaper than most of its mega-cap peers. At $363.31, the stock carries a P/E of 16 and an earnings ... This Historically Cheap Cash Cow Is the Best Value and Growth St...
Alphabet (NASDAQ:GOOGL) is positioned as a multi-decade compounder because it pairs a near-monopoly cash engine in Google Search with a compounding cloud and AI franchise at a valuation that, on an earnings yield basis, still trades cheaper than most of its mega-cap peers. At $363.31, the stock carries a P/E of 16 and an earnings ... This Historically Cheap Cash Cow Is the Best Value and Growth Stock on Wall Street
Investors Should Know: Digital finance infrastructure is scaling rapidly. This includes trends like tokenized asset settlement and regulated crypto, as well as advances in stablecoin infrastructure. Background The financial services industry is undergoing a structural shift as blockchain-based settlement, tokenized assets, and regulated digital trading platforms move from experimental to operation...
Investors Should Know: Digital finance infrastructure is scaling rapidly. This includes trends like tokenized asset settlement and regulated crypto, as well as advances in stablecoin infrastructure. Background The financial services industry is undergoing a structural shift as blockchain-based settlement, tokenized assets, and regulated digital trading platforms move from experimental to operational. Institutions are now processing trillions of dollars through distributed ledger systems, signaling that digital infrastructure has reached a level of maturity that traditional finance cannot ignore. Meanwhile, institutional adoption of stablecoins is moving forward, representing another major development in the sector. Large payment networks are testing stablecoin settlement in environments built for institutional controls, including privacy-enabled blockchain designs. Separately, tokenized settlement is showing measurable scale in repo and collateral markets, where improved collateral mobility can reduce friction in institutional workflows. Galaxy Digital Inc. ( GLXY ) and Block, Inc. ( XYZ ) represent publicly traded pure-plays in cryptocurrency financial services. On the banking side, Ally Financial ( ALLY ) and Regions Financial ( RF ) are navigating the interest rate environment with forward-looking income targets. At the same time, BlackRock ( BLK ) is scaling its private markets platform toward wealth and retail channels. Broader financial services players with exposure to digital payments and transaction processing include StoneX Group Inc. ( SNEX ), Sezzle Inc. ( SEZL ), Remitly Global, Inc. ( RELY ), and Corpay, Inc. ( CPAY ). TD SYNNEX ( SNX ) is expanding its digital platform capabilities, including AI-assisted tools within its partner ecosystem. Turning to stablecoin infrastructure, Circle Internet Group ( CRCL ) is a key name in the sector, with players like Coinbase ( COIN ) and PayPal ( PYPL ) pushing digital finance forward as well. Payoneer Global ( PA...
Monty Rakusen/DigitalVision via Getty Images Look at the year-to-date scoreboard, and you might be surprised to see that Triple Flag Precious Metals Corp. ( TFPM ) is down about 15%. The VanEck Gold Miners ETF ( GDX ) is down 8%. Royal Gold ( RGLD ) is off 7.3%, Wheaton Precious Metals ( WPM ) is barely red at around 2%, and Franco-Nevada ( FNV ) is up 5.5%. So Triple Flag has been the laggard of ...
Monty Rakusen/DigitalVision via Getty Images Look at the year-to-date scoreboard, and you might be surprised to see that Triple Flag Precious Metals Corp. ( TFPM ) is down about 15%. The VanEck Gold Miners ETF ( GDX ) is down 8%. Royal Gold ( RGLD ) is off 7.3%, Wheaton Precious Metals ( WPM ) is barely red at around 2%, and Franco-Nevada ( FNV ) is up 5.5%. So Triple Flag has been the laggard of the group. I think the market has this one wrong, and the valuation has gotten pretty compelling - enough so that I'd consider starting a new position here. The stock trades at about 19 times this year's earnings. Push things out further to 2028, where analysts peg average EPS at $1.68, and you're paying 16.8 times earnings two years forward. This isn't a crazy, unreasonable valuation at all for a business that analysts expect to grow revenue by 36% this year and another 13% next year. You don't see that combination often in this corner of the market. Here's the peer comparison on forward multiples, using Seeking Alpha's valuation data: Metric (FWD) TFPM RGLD WPM FNV OR P/E 19.1x 18.2x 21.8x 24.3x 22.7x EV/EBITDA 13.7x 10.9x 14.8x 16.6x 15.4x Price/Cash Flow 14.3x 13.1x 17.0x 19.5x 18.3x Price/Sales 11.0x 9.0x 13.0x 15.5x 13.8x Dividend yield (TTM) 0.81% 0.90% 0.62% 0.72% 0.65% Click to enlarge Royal Gold is the cheapest royalty name on the board, and Triple Flag sits right behind it, well under Wheaton, Franco-Nevada, and Osisko on earnings, cash flow, and EV/EBITDA. But cheap relative to peers is only half an argument. The question is whether Triple Flag deserves to trade up toward them, and I think it does, for three reasons. First, growth. Triple Flag is guiding to roughly 40% GEO growth by 2030 off a fully funded portfolio. That's a faster organic growth rate than Franco-Nevada or Wheaton, both of which are far larger and harder to move. Paying 19 times earnings for the faster grower while Franco-Nevada fetches 24 times is the kind of mismatch that tends to close. Seco...
Marvell Technology (NASDAQ:MRVL) at $289 is a Hold. Shares are up 240.31% year-to-date, a rally so violent that adding or trimming requires real scrutiny. Marvell designs custom AI silicon, electro-optics, and switching chips for hyperscale data centers. Q1 FY2027 data center revenue hit $1.83 billion, or 76% of total revenue, with CEO Matt Murphy citing ... Up Nearly 200% Year-to-Date: 1 Blinking...
Marvell Technology (NASDAQ:MRVL) at $289 is a Hold. Shares are up 240.31% year-to-date, a rally so violent that adding or trimming requires real scrutiny. Marvell designs custom AI silicon, electro-optics, and switching chips for hyperscale data centers. Q1 FY2027 data center revenue hit $1.83 billion, or 76% of total revenue, with CEO Matt Murphy citing ... Up Nearly 200% Year-to-Date: 1 Blinking Red Light That Makes Marvell Technology Stock a Hold at $289
LAS VEGAS, June 09, 2026--Rubrik FORWARD — Rubrik (NYSE: RBRK), the Security and AI Operations Company, announced the launch of season two of its award-winning documentary podcast, "To Catch a Thief: North Koreans On Our Payroll." Based on exclusive reporting by Nicole Perlroth, bestselling author and former lead cybersecurity reporter for The New York Times, the series exposes a global labor pipe...
LAS VEGAS, June 09, 2026--Rubrik FORWARD — Rubrik (NYSE: RBRK), the Security and AI Operations Company, announced the launch of season two of its award-winning documentary podcast, "To Catch a Thief: North Koreans On Our Payroll." Based on exclusive reporting by Nicole Perlroth, bestselling author and former lead cybersecurity reporter for The New York Times, the series exposes a global labor pipeline infiltrated by North Korea—one that is quietly funneling hundreds of millions of dollars a year