Enterprise Products Partners ( EPD ) declares $0.55/share quarterly dividend , in line with previous. Forward yield 5.78% Payable May 14; for shareholders of record April 30; ex-div April 30. See EPD Dividend Scorecard, Yield Chart, & Dividend Growth. More on Enterprise Products Partners Energy Transfer: Discount To Enterprise Products No Longer Warranted Enterprise Products Partners: The Window O...
Enterprise Products Partners ( EPD ) declares $0.55/share quarterly dividend , in line with previous. Forward yield 5.78% Payable May 14; for shareholders of record April 30; ex-div April 30. See EPD Dividend Scorecard, Yield Chart, & Dividend Growth. More on Enterprise Products Partners Energy Transfer: Discount To Enterprise Products No Longer Warranted Enterprise Products Partners: The Window Of Opportunity Is Closing Fast (Downgrade) Enterprise Products Partners: Stable Cash Flows, Growth Potential, And Strong Performance (Rating Upgrade) Insider trades: CrowdStrike, Palo Alto, Lululemon among notable names Enterprise Products logs gains for the seventh straight session
Cn0ra/iStock via Getty Images Traditional sector ETFs may not fully capture the mega-cap companies that drive sector returns, as regulatory diversification caps can limit exposure to the largest holdings. The Role of Mega-Cap Companies in Sector Returns The U.S. equity market looks very different than it did even five years ago. A small group of mega-cap companies now account for an outsized share...
Cn0ra/iStock via Getty Images Traditional sector ETFs may not fully capture the mega-cap companies that drive sector returns, as regulatory diversification caps can limit exposure to the largest holdings. The Role of Mega-Cap Companies in Sector Returns The U.S. equity market looks very different than it did even five years ago. A small group of mega-cap companies now account for an outsized share of their sectors' market capitalization, earnings, and returns. The technology sector is the clearest example. As of early 2026, tech represents over 43% of the S&P 500's total market capitalization and roughly 36% of its earnings. Within the sector, the concentration is even more lopsided: NVIDIA, Apple, and Microsoft make up a huge portion of the information technology sector's total weight. In consumer discretionary, Amazon and Tesla hold similarly dominant positions, and in communication services, Alphabet and Meta Platforms tower over the rest. This isn't a coincidence. These companies are the engines of sector performance. In 2025, information technology and communication services together accounted for over 63% of the S&P 500's total return. Without those two sectors, the index would have returned roughly 6%. For investors who want targeted sector exposure, the takeaway is simple: capturing the performance of these leading companies isn't optional. Any sector strategy that systematically underweights them is going to face meaningful performance drag. How RIC Diversification Caps Distort Sector Exposure Most ETFs in the United States are structured as Regulated Investment Companies (RICs) under the Internal Revenue Code. This structure lets funds pass through income and gains to shareholders without paying corporate-level tax. But to qualify, RICs must meet quarterly diversification tests, commonly known as the 25/5/50 rule: No single company can represent more than 25% of the fund's total assets. All positions exceeding 5% each cannot, in aggregate, exceed 50% of th...
OpenAI ( OPENAI ) is pausing its Stargate artificial intelligence infrastructure project in the UK as it reins in spending ahead of a potential public listing. Stargate is OpenAI’s global initiative to expand data center capacity for training and running AI models, with projects already underway in the U.S., Norway, and the United Arab Emirates. The UK project had been announced last year in partn...
OpenAI ( OPENAI ) is pausing its Stargate artificial intelligence infrastructure project in the UK as it reins in spending ahead of a potential public listing. Stargate is OpenAI’s global initiative to expand data center capacity for training and running AI models, with projects already underway in the U.S., Norway, and the United Arab Emirates. The UK project had been announced last year in partnership with Nvidia ( NVDA ) and British data center developer Nscale. In a statement to Seeking Alpha, an OpenAI spokesperson said, "We see huge potential for the UK's AI future. London is home to our largest international research hub, and we support the Government's ambition to be an AI leader. AI compute is foundational to that goal - we continue to explore Stargate UK and will move forward when the right conditions such as regulation and the cost of energy enable long-term infrastructure investment.” “In the meantime, we are investing in talent and expanding our local presence, while also delivering on the commitments under our MOU with the Government to adopt frontier AI in UK public services." OpenAI’s pullback comes as it sharpens focus on core operations while facing rising competition from Anthropic ( ANTHRO ) and Google ( GOOG ) ( GOOGL ). In March, the AI firm shuttered its video-generation app Sora. It also recently scrapped plans to expand its flagship data center campus in Texas with Oracle ( ORCL ). The decision is also a setback for the UK government’s ambitions to position the country as a global AI hub, with high-energy costs seen as a key challenge for large-scale data center investments. More on OpenAI Nadella's Flip-Flop OpenAI's Dilemma Wall Street Lunch: ChatGPT Tops 800M Weekly Active Users OpenAI expects $100B in ad revenue by 2030: report OpenAI plans staggered rollout of new model over cybersecurity risk: report
Luis Alvarez/DigitalVision via Getty Images Listen below or on the go via Apple Podcasts and Spotify STAAR Surgical ( STAA ) announces preliminary net sales for first quarter 2026. (00:14) Disney ( DIS ) plans 1,000 job cuts in marketing overhaul under new CEO Josh D'Amaro. (01:15) Cheap semaglutide copies in India challenge Novo Nordisk, cut Eli Lilly's lead: report. (02:07) This is an abridged t...
Luis Alvarez/DigitalVision via Getty Images Listen below or on the go via Apple Podcasts and Spotify STAAR Surgical ( STAA ) announces preliminary net sales for first quarter 2026. (00:14) Disney ( DIS ) plans 1,000 job cuts in marketing overhaul under new CEO Josh D'Amaro. (01:15) Cheap semaglutide copies in India challenge Novo Nordisk, cut Eli Lilly's lead: report. (02:07) This is an abridged transcript. STAAR Surgical Company ( STAA ) is on our biggest movers list ahead of market open. STAA is up 21% in premarket action. On Wednesday STAAR said that it expects first-quarter net sales to exceed $90 million, more than double from $42.6 million a year earlier. The company said China accounted for the majority of the increase, while the Americas posted continued double-digit growth. STAAR added that improved sales and a lower cost structure are expected to lead to a significant improvement in adjusted EBITDA for the quarter. STAAR noted that first-quarter 2025 sales were impacted by minimal shipments to China as distributors reduced excess inventory, which it said has now returned to targeted levels. Consensus revenue for Q1 is $67.59M. STAAR said the figures are preliminary and unaudited, with full results to be reported in early May. Disney ( DIS ) is preparing to eliminate approximately 1,000 positions. According to a Wall Street Journal report, citing sources, this is happening in the coming weeks as new CEO Josh D'Amaro begins a strategic reorganization. The workforce reductions, represents less than 1% of Disney's approximately 231,000 global staff. The report added , citing people familiar with the matter, it will primarily target the company's marketing department. It also said the workforce reduction is a central component of 'Project Imagine,' a strategic initiative launched in January under Disney's newly appointed chief marketing officer, Asad Ayaz. The program seeks to consolidate promotional operations across film, TV, and streaming to address narrowin...
CoreWeave has signed a fresh $21 billion deal to provide cloud computing capacity to Meta Platforms, deepening their partnership as the social media giant expands infrastructure to support rapidly increasing artificial intelligence workloads. The latest deal, which extends through December 2032, is in addition to a similar $14 billion agreement signed in September last year. Shares of CoreWe...
CoreWeave has signed a fresh $21 billion deal to provide cloud computing capacity to Meta Platforms, deepening their partnership as the social media giant expands infrastructure to support rapidly increasing artificial intelligence workloads. The latest deal, which extends through December 2032, is in addition to a similar $14 billion agreement signed in September last year. Shares of CoreWeave rose 3.4% in premarket trading, while those of Meta were up 2.1%.