Core Natural Resources ( CNR ) declares $0.10/share quarterly dividend , in line with previous. Forward yield 0.43% Payable March 16; for shareholders of record March 2; ex-div March 2. See CNR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Core Natural Resources Core Natural Resources: Merger Raised Leverage And Weighed On Margins Core Natural Resources reports mixed Q4 results; init...
Core Natural Resources ( CNR ) declares $0.10/share quarterly dividend , in line with previous. Forward yield 0.43% Payable March 16; for shareholders of record March 2; ex-div March 2. See CNR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Core Natural Resources Core Natural Resources: Merger Raised Leverage And Weighed On Margins Core Natural Resources reports mixed Q4 results; initiates FY26 outlook Seeking Alpha’s Quant Rating on Core Natural Resources Historical earnings data for Core Natural Resources Dividend scorecard for Core Natural Resources
A pronounced rotation into value stocks has emerged as one of the defining market themes of 2026, signaling a notable shift in investor positioning after years of growth dominance. Amid lingering macroeconomic uncertainty and evolving expectations around interest rates and earnings resilience, investors have increasingly favored companies with steadier cash flows and more attractive valuations. Th...
A pronounced rotation into value stocks has emerged as one of the defining market themes of 2026, signaling a notable shift in investor positioning after years of growth dominance. Amid lingering macroeconomic uncertainty and evolving expectations around interest rates and earnings resilience, investors have increasingly favored companies with steadier cash flows and more attractive valuations. The move reflects a broader reassessment of risk following an extended period in which growth equities significantly outperformed. Performance data underscores the changing leadership. The Vanguard Value Index Fund ( VTV ), a widely followed benchmark for value-oriented strategies, has climbed 8.5% year to date. In contrast, the Vanguard Growth Index Fund ( VUG ), commonly used as a proxy for growth exposure, has declined 4.7% over the same period. The divergence marks a sharp reversal from recent years, when growth stocks—particularly in the technology sector—powered major equity indexes higher. Elevated valuations and shifting market dynamics now appear to be prompting investors to rotate toward sectors traditionally associated with value, including health care, industrials, and energy. While it remains to be seen whether the trend will persist, the early performance gap highlights a meaningful recalibration in market leadership as 2026 unfolds. Value ETFs: ( VTV ), ( VBR ), ( EFV ), ( IWS ), ( AVUV ), ( DFUV ), ( DFIV ), ( IJJ ), ( SPYV ), and ( CGDV ). Growth ETFs: ( VUG ), ( IWF ), ( IVW ), ( SCHG ), ( SPYG ), ( VONG ), ( MGK ), ( IUSG ), and ( VBK ). More on markets What Will Drive The S&P 500 Over 7,000? Recession odds fade according to prediction markets Cantor Fitzgerald sees bitcoin washout setting the stage for a stronger rebound High octane 4X leveraged bitcoin and ethereum ETFs have been filed for by ProShares Magnificent 7 in overdrive: ProShares seeks approval for new 3X leveraged ETF
Filograph/E+ via Getty Images Goldman Sachs analysts report that the aggressive “insurance-type” demand that fueled the multi-year gold rally is now fundamentally reshaping the broader commodity complex, with both public and private sector investors increasingly turning to hard assets as a hedge against geopolitical and financial risks. In a research note, strategists Lina Thomas, Daan Struyven, a...
Filograph/E+ via Getty Images Goldman Sachs analysts report that the aggressive “insurance-type” demand that fueled the multi-year gold rally is now fundamentally reshaping the broader commodity complex, with both public and private sector investors increasingly turning to hard assets as a hedge against geopolitical and financial risks. In a research note, strategists Lina Thomas, Daan Struyven, and Samantha Dart wrote that “the same ‘insurance’-type behavior supporting the gold rally, via central bank gold buying, has increasingly appeared across parts of the broader commodity complex since 2022.” The analysts noted that this shift follows a succession of shocks, including pandemic-related supply disruptions in 2020, China’s power tightness in 2021, and disruptions in food and energy markets in 2022. According to the firm’s commodity strategists, this risk-management behavior is driving a transition “from a single, globally integrated supply-demand balance toward more regionally segmented systems, raising the risk of higher volatility.” The report highlights China’s pivot toward energy and food self-sufficiency, with Goldman Sachs equity analysts projecting China’s food self-reliance will rise to the mid-90% range by 2035 from current low-60% levels. The United States has also announced “Project Vault,” a $12 billion strategic mineral stockpile including copper, rare earths, and lithium aimed at reducing reliance on foreign supply chains, according to the Goldman Sachs research. The analysts stated that this regional stockpiling is creating pricing distortions even when global supply appears adequate. Despite an estimated global oversupply in copper in 2025, prices have firmed as U.S. stockpiling pulled metal out of the global market, leaving the ex-US market, where pricing is set, in a deficit. The report explains that these conditions place markets “in the steep, scarcity-pricing zone, where small shocks generate large price moves and volatility rises,” with the ...
Klaus Vedfelt/DigitalVision via Getty Images This article was originally published in the Income Lab on 2/5/26. Main Thesis/Background The purpose of this article is to discuss the macro-environment and specifically how emerging markets ('EM') may fit into a portfolio for 2026. I am going to ponder the reasons why someone would want this exposure, help readers determine if it is right for them, an...
Klaus Vedfelt/DigitalVision via Getty Images This article was originally published in the Income Lab on 2/5/26. Main Thesis/Background The purpose of this article is to discuss the macro-environment and specifically how emerging markets ('EM') may fit into a portfolio for 2026. I am going to ponder the reasons why someone would want this exposure, help readers determine if it is right for them, and discuss some catalysts that may drive those equity shares higher in the year ahead. I think this is a relevant article because volatility has soared in both US stocks, precious metals, and cryptocurrencies, and that may have readers considering how they can protect themselves against future draw-downs: 5-Day Return (By Asset) (Google Finance) As you can see, the market is facing a test right now, and I believe that is the perfect time to examine one's holdings and determine if any changes need to be made. For me, it means considering EM exposure, and I will highlight some reasons for the potential in this corner of the market in detail below. **I would suggest my followers consider the Vanguard Emerging Markets ETF ( VWO ) or the Schwab Emerging Markets Equity ETF ( SCHE ) as a starting point, as these are low-cost, passive funds. American Concentration is Quite Crazy A theme that was born a while ago and has continued to this day is equity market concentration in the US. This should serve as a healthy framework for why one might want to consider non-US investing at all - whether through EM equities or otherwise. I know this was a central theme in why I started my non-US positions years ago: Top 5 Weightings (Per Index) (World Bank) Clearly this concentration has worked to investors advantage in past years, but the current rout in the US Tech sector shows the potential flaws in banking on such a small, select number of companies. Getting some geographic diversification could help, although one must be aware of these risks as well. For instance, we should recognize many na...
neiu20001/iStock Editorial via Getty Images Shares of Getty Realty ( GTY ) have been a modest performer over the past year, gaining 1%. While underlying results have been strong, concerns about its reliance on capital market access and a car wash bankruptcy earlier last year weighed on the stock. Performance has been much stronger recently, with about a 20% gain from the lows. I last covered share...
neiu20001/iStock Editorial via Getty Images Shares of Getty Realty ( GTY ) have been a modest performer over the past year, gaining 1%. While underlying results have been strong, concerns about its reliance on capital market access and a car wash bankruptcy earlier last year weighed on the stock. Performance has been much stronger recently, with about a 20% gain from the lows. I last covered shares in October , reiterating Getty as a “ B uy,” and since then, it has rallied 11%, justifying my optimism. With shares around my $30 fair value estimates and with updated financials, now is a good time to revisit Getty. I remain bullish. Seeking Alpha In the company’s fourth quarter , Getty Realty generated $0.64 of funds from operations (“FFO”), which was $0.03 ahead of expectations . Adjusted FFO was up 10% to $37.6 million, and on a per-share basis, it grew 5% to $0.63. As a reminder, Getty is a consistent equity issuer to help finance its acquisitions of new properties. As such, its per-share growth will consistently be slower than the growth seen on its financial statements. Because of buybacks, its share count is up about 4% from a year ago. Base rental income grew 12.5% to $55 million. Property operating expenses were down nearly half to $1.7 million due to lower reimbursable real estate and rent expenses, and the Q4 level was more consistent with the run rate seen all year. G&A was up about 10% to $7 million given its increased footprint and higher transaction costs, as Getty was particularly active during the period in acquiring properties. As you can see below, the company continues to report excellent occupancy and rent collection with one of the best tenant credit records in the industry. Getty Realty As you can see below, its tenants have strong rent coverage, which is why the company has a history of very few defaults or missed payments. Less than 1% of the portfolio even has sub-1.5x coverage. As a result, I expect limited, if any, issues with rent collection...
Though it's going to be a while before we see more of Sony's animated Spider-Verse or Marvel's live-action take on Peter Parker , Amazon's Spider-Noir series is right around the corner. Today, Amazon dropped a new trailer for its upcoming Spider-Noir starring Nicolas Cage as a brooding Spider-Man variant. Set in an alternate reality where it's still the 1930s, Spider-Noir follows private investiga...
Though it's going to be a while before we see more of Sony's animated Spider-Verse or Marvel's live-action take on Peter Parker , Amazon's Spider-Noir series is right around the corner. Today, Amazon dropped a new trailer for its upcoming Spider-Noir starring Nicolas Cage as a brooding Spider-Man variant. Set in an alternate reality where it's still the 1930s, Spider-Noir follows private investigator Ben Reilly (Cage) as he gets back into the crimefighting game as the hero known as "The Spider." As his city's only superhero, Reilly knows that he's the only person with the necessary skills to deal with threats like mob boss Silvermane (Brenda … Read the full story at The Verge.
Mapfre SA press release ( MPFRF ): FY 2025 Adjusted net result of €1.16B (+16.7% Y/Y). Revenues of €34.5B (+4.0% Y/Y). More on Mapfre, S.A. Seeking Alpha’s Quant Rating on Mapfre, S.A. Historical earnings data for Mapfre, S.A. Dividend scorecard for Mapfre, S.A. Financial information for Mapfre, S.A.
Mapfre SA press release ( MPFRF ): FY 2025 Adjusted net result of €1.16B (+16.7% Y/Y). Revenues of €34.5B (+4.0% Y/Y). More on Mapfre, S.A. Seeking Alpha’s Quant Rating on Mapfre, S.A. Historical earnings data for Mapfre, S.A. Dividend scorecard for Mapfre, S.A. Financial information for Mapfre, S.A.
rusak/iStock via Getty Images Bank of America’s Research Investment Committee says a range of economic indicators point to the early stages of a new global industrial upswing, a shift that could drive corporate earnings far above current expectations. The committee in a Feb. 11 report argued that both public data and proprietary BofA measures suggest the global economy may be entering a fresh manu...
rusak/iStock via Getty Images Bank of America’s Research Investment Committee says a range of economic indicators point to the early stages of a new global industrial upswing, a shift that could drive corporate earnings far above current expectations. The committee in a Feb. 11 report argued that both public data and proprietary BofA measures suggest the global economy may be entering a fresh manufacturing cycle. If sustained, that shift could push global earnings growth above 25% over the next year, compared with a consensus forecast of roughly 13%. Indicators point to manufacturing rebound Recent data show improving momentum in factory activity, including stronger purchasing managers’ new orders, rising analog semiconductor sales and firmer export growth across Asia. South Korean export trends, often seen as a leading indicator for global trade and profits, are signaling a potential surge in worldwide earnings. BofA’s own industrial momentum gauge is at its strongest level since late 2021 and historically has led turns in global manufacturing surveys. Other internal measures, including surveys of fluid power demand and trucking shipments, suggest tightening capacity and improving demand in the real economy. Memory chip indicators have also surpassed prior cycle peaks. Public data are reinforcing that message. Hard economic data in January ran above long-term averages, while sentiment measures improved. The firm notes that the jump in manufacturing new orders could be consistent with U.S. GDP growth above 3.5%, although it cautions that survey data can be volatile. Credit reforms seen as catalyst According to the report, one missing ingredient in recent years has been access to favorable credit. Analysts argue that restrictive lending terms, rather than weak demand, have constrained expansion. Proposed financial reforms, including adjustments to bank capital requirements and lending guidance, could unlock more than $1 trillion in additional lending capacity. Large ...
The exodus from Elon Musk's corporate empire reached a new fever pitch this week as two high-ranking leaders—Tony Wu, a co-founder of xAI, and Raj Jegannathan, a Tesla, Inc. (NASDAQ:TSLA) vice president—announced their resignations within 48 hours of each other. The latest departures follow a trend of leadership instability across Musk's portfolio of companies. Roughly 66% of Musk's direct reports...
The exodus from Elon Musk's corporate empire reached a new fever pitch this week as two high-ranking leaders—Tony Wu, a co-founder of xAI, and Raj Jegannathan, a Tesla, Inc. (NASDAQ:TSLA) vice president—announced their resignations within 48 hours of each other. The latest departures follow a trend of leadership instability across Musk's portfolio of companies. Roughly 66% of Musk's direct reports have left since 2021, according to analysis by the Financial Times. Don't Miss: Missed Nvidia and T
filo/iStock via Getty Images Vanda Pharmaceuticals ( VNDA ) is down ~15% in Thursday trading after posting Q4 2025 financial results that missed on both lines and issuing a 2026 revenue guidance range below the consensus. The company is projecting revenue this year of $230M-$260M. Consensus is $271.28M. In Q4, its GAAP EPS loss widened to -$2.39 from -$0.08 in the year-ago period. Vanda was hurt i...
filo/iStock via Getty Images Vanda Pharmaceuticals ( VNDA ) is down ~15% in Thursday trading after posting Q4 2025 financial results that missed on both lines and issuing a 2026 revenue guidance range below the consensus. The company is projecting revenue this year of $230M-$260M. Consensus is $271.28M. In Q4, its GAAP EPS loss widened to -$2.39 from -$0.08 in the year-ago period. Vanda was hurt in the quarter by a ~54% increase in total operating expenses to $97.6M compared to Q4 2024. The company ended 2025 with cash, cash equivalents, and marketable securities of ~$263.8M compared to ~$374.6M on Dec. 31, 2024. More on Vanda Pharmaceuticals Vanda Pharmaceuticals Inc. (VNDA) Presents at 44th Annual J.P. Morgan Healthcare Conference Transcript Vanda Pharmaceuticals: SG&A Takes Off, TAM Doesn't (Rating Downgrade) Vanda's 2026 Catalyst Run With Nereus Launch And Bysanti PDUFA In Focus Vanda falls as FDA rejects jet lag drug Biggest stock movers Wednesday: Vanda Pharmaceuticals, Axsome Therapeutics and Cybin
Amazon Pharmacy will expand Same-Day prescription delivery to 4,500 cities and towns across the United States by the end of 2026, adding nearly 2,000 new communities over the course of the year. “The expansion will offer fast and reliable medication delivery to more customers nationwide, including those in newly served states such as Idaho and Massachusetts,” Amazon said. “Patients shouldn’t have ...
Amazon Pharmacy will expand Same-Day prescription delivery to 4,500 cities and towns across the United States by the end of 2026, adding nearly 2,000 new communities over the course of the year. “The expansion will offer fast and reliable medication delivery to more customers nationwide, including those in newly served states such as Idaho and Massachusetts,” Amazon said. “Patients shouldn’t have to choose between speed, cost, and convenience when it comes to their medication, regardless of wher
DmytroHai/iStock via Getty Images Shares of memory chip maker Kioxia ( KXIAY ) jumped about 12% on the Tokyo Stock Exchange on Thursday after the company reported its fiscal third quarter results. The Japanese company said revenue grew about 21.2% year-over-year to 543.6B yen, mainly due to an increase in average selling prices, or ASPs, bit shipment, and the effects of exchange rates. For the qua...
DmytroHai/iStock via Getty Images Shares of memory chip maker Kioxia ( KXIAY ) jumped about 12% on the Tokyo Stock Exchange on Thursday after the company reported its fiscal third quarter results. The Japanese company said revenue grew about 21.2% year-over-year to 543.6B yen, mainly due to an increase in average selling prices, or ASPs, bit shipment, and the effects of exchange rates. For the quarter ended Dec. 31, 2025, the SSD & Storage segment's revenue jumped about 23% year-over-year to 300.4B yen, while Smart Device revenue climbed around 18% year-over-year to 186.3B yen. Non-GAAP profit attributable to owners of the parent soared nearly 115% year-over-year to 89.5B yen. Outlook "Both revenue and profit for the fourth quarter are expected to increase from the third quarter of the consolidated fiscal year ending March 2026 due to strong demand from data centers and the resulting significant increase in selling prices across all applications," said Kioxia in a regulatory filing on Tuesday. The company expects fiscal fourth quarter revenue between 845B yen and 935B yen (midpoint at $890B yen), an increase of +55.4% to +72% versus the prior quarter. Kioxia expects fiscal fourth quarter non-GAAP profit attributable to owners of the parent to be in the range of 310B yen to 370B yen (midpoint at 340B yen), growing +249.6% to +317.9% versus the fiscal third quarter. Meanwhile, shares of other memory product-making companies like Sandisk ( SNDK ) and Western Digital ( WDC ) jumped about 7% each, while Seagate Technology ( STX ) surged nearly 10% on Thursday. South Korean companies Samsung Electronics ( SSNLF ) and SK hynix ( HXSC.F ), which makes high-bandwidth memory, or HBM, chips for Nvidia's ( NVDA ) AI accelerators, also saw their stock surge on the Korea Stock Exchange. Shares of American company Micron Technology ( MU ), which also competes with the two Korean companies in this space, rose about 3% on Thursday. Stocks of semiconductor companies were mixed on Thu...
Sony Group Corp. introduced its latest pair of premium wireless earbuds, offering a retooled design and active noise cancellation that goes head to head with (and often outperforms) Apple Inc. ’s AirPods Pro 3 . Over several days of testing, the WF-1000XM6 have proven to be a strong contender. But Sony risks getting left behind as other earbud makers pursue more ambitious ideas by integrating heal...
Sony Group Corp. introduced its latest pair of premium wireless earbuds, offering a retooled design and active noise cancellation that goes head to head with (and often outperforms) Apple Inc. ’s AirPods Pro 3 . Over several days of testing, the WF-1000XM6 have proven to be a strong contender. But Sony risks getting left behind as other earbud makers pursue more ambitious ideas by integrating health-tracking features and artificial intelligence capabilities into their products. The WF-1000XM6 earbuds, announced on Thursday, are available now for $330 — representing a $30 increase over the prior model introduced in 2023. Compared with recent predecessors, the new earbuds go in a completely new direction with their outward design and have a more bulbous shape despite being 11% slimmer. The charging case has also undergone a significant makeover and is less curved. Going with a revamped outer shell allowed Sony to fit more microphones, a total of eight, into the 1000XM6 compared with the six that were in the WF-1000XM5. The silicon that powers the noise cancellation has been upgraded, and in a media briefing ahead of Thursday’s announcement, the company said that these earbuds more consistently reduce nearby sounds regardless of whether users prefer a tighter or looser in-ear fit. Sony redesigned the interior audio components and recruited Grammy-winning engineers to help tune their sound. The new earbuds also now include AI-powered beamforming mics for enhanced voice call clarity, along with improved bone conduction sensors that detect whenever the person wearing them is speaking. Other aspects of the earbuds, including their 8-hour battery life (24 hours including case top-offs) and IPX4 water resistance are unchanged from the last-generation model. Apple ramped up the durability of its $249 third-generation AirPods Pro, which have a higher IP57 rating for dust and water resistance. Both can handle normal levels of sweat and everyday exercise. Hands-On Sony said it c...
A federal judge in Florida on Thursday set a February 2027 trial date for US President Donald Trump’s US$10 billion defamation lawsuit against the BBC. Trump filed the suit against the British broadcaster last year over the editing of his speech ahead of the US Capitol riot in a documentary on the flagship BBC current affairs programme Panorama. Trump alleges that the BBC’s editing of his January ...
A federal judge in Florida on Thursday set a February 2027 trial date for US President Donald Trump’s US$10 billion defamation lawsuit against the BBC. Trump filed the suit against the British broadcaster last year over the editing of his speech ahead of the US Capitol riot in a documentary on the flagship BBC current affairs programme Panorama. Trump alleges that the BBC’s editing of his January 6, 2021 speech made it appear that he had explicitly urged supporters to attack the Capitol, where...
A Waymo autonomous vehicle outside the Google headquarters in Mountain View, California, US, on Tuesday, Feb. 3, 2026. David Paul Morris | Bloomberg | Getty Images Waymo on Thursday said it has begun using its sixth-generation driverless system to provide robotaxi rides to employees on Ojai vehicles, which use a base model made by Chinese automaker Geely. By upgrading their driverless tech, and ad...
A Waymo autonomous vehicle outside the Google headquarters in Mountain View, California, US, on Tuesday, Feb. 3, 2026. David Paul Morris | Bloomberg | Getty Images Waymo on Thursday said it has begun using its sixth-generation driverless system to provide robotaxi rides to employees on Ojai vehicles, which use a base model made by Chinese automaker Geely. By upgrading their driverless tech, and adding more vehicles to its fleet, Waymo aims to extend its U.S. lead and lock in loyal riders. The Alphabet -owned company said its sixth-generation Waymo Driver uses more cost-effective parts, and should be able to navigate through harsher weather conditions than previous generations. The new system will serve "as the primary engine for our next era of expansion," Waymo Vice President of Engineering Satish Jeyachandran said in a statement. Waymo is offering service on its Ojai vehicles to employees and their guests in the San Francisco Bay Area and Los Angeles first, before gradually expanding to new cities, with a goal to open to public riders later this year. The deployment of Waymo's next-generation robotaxi comes as the company pushes to extend its lead in the U.S. while testing and planning for commercial operations abroad. Already, Waymo offers fully autonomous robotaxi service in six U.S. markets with plans to begin service in London later this year. Potential rivals, including Amazon -owned Zoox and Tesla , are testing their driverless systems in the U.S. but do not yet offer driverless ride-hailing services widely. Chinese robotaxi companies, including Baidu-owned Apollo Go and WeRide, have been expanding abroad at a faster clip than Waymo. The global market for driverless ride-hailing has significant potential, likely worth more than $25 billion by 2030, according to Goldman Sachs' estimates in May last year. Waymo's decision to use Chinese electric vehicles in its U.S. fleet has raised GOP lawmakers' concerns. "We're locked in a race with China, but it seems like...
The sound is better and the case is…edgier. | Photo by Amelia Holowaty Krales / The Verge Apple, Bose, and Sony are in a running battle for the best noise-canceling earbuds, and the Sony WF-1000XM6 put Sony back in first place - if you can get a good fit with the included foam tips. With each iteration of the XM series, Sony has aimed for - and delivered - incredible noise-canceling performance wi...
The sound is better and the case is…edgier. | Photo by Amelia Holowaty Krales / The Verge Apple, Bose, and Sony are in a running battle for the best noise-canceling earbuds, and the Sony WF-1000XM6 put Sony back in first place - if you can get a good fit with the included foam tips. With each iteration of the XM series, Sony has aimed for - and delivered - incredible noise-canceling performance with a pleasing and balanced sound profile, and features that work equally well with iOS and Android. The XM6 push even further by adding additional noise-canceling mics (for a total of 8), a new chip, newly designed drivers, and a new shape that's supposed to better fit a wider selection of ears. That's a lot of promises, and the Sony W … Read the full story at The Verge.