Don Lemon Brands JD Vance "Vile Human Being" And Fake Christian Authored by Steve Watson via Modernity.news, Don Lemon, still reeling from his arrest on federal civil rights charges for disrupting a worship service at Cities Church in St. Paul, Minnesota, has turned his ire on Vice President JD Vance. Lemon labeled Vance a “vile human being” for refusing to apologize over a reposted tweet, while i...
Don Lemon Brands JD Vance "Vile Human Being" And Fake Christian Authored by Steve Watson via Modernity.news, Don Lemon, still reeling from his arrest on federal civil rights charges for disrupting a worship service at Cities Church in St. Paul, Minnesota, has turned his ire on Vice President JD Vance. Lemon labeled Vance a “vile human being” for refusing to apologize over a reposted tweet, while insisting HE is the real Christian. This latest outburst comes amid Lemon’s ongoing legal troubles, where prosecutors accuse him of conspiring to interfere with religious freedoms under the FACE Act. Don Lemon calls out JD Vance: “This is a vile human being. It’s not that hard, all he would have to say is I am sorry, no one should die that way. Why can’t you do that JD Vance? Do you have to kiss Donald Trump’s ring and his butt that much that you have to forgo your humanity?… pic.twitter.com/3ogxZAUU7h — Marco Foster (@MarcoFoster_) February 4, 2026 As detailed in our previous coverage , Lemon’s shift from weary race commentator to full-throated radical has landed him in hot water with the Trump DOJ, which is pushing for prison time. Lemon’s attack on Vance stems from the vice president’s interview with a Daily Mail journalist, where Vance declined to apologize for reposting Stephen Miller’s tweet calling Alex Pretti an assassin. Vance’s straightforward response: “For what?” Lemon ranted: “This is a vile human being. It’s not that hard, all he would have to say is I am sorry, no one should die that way. Why can’t you do that JD Vance? Do you have to kiss Donald Trump’s ring and his butt that much that you have to forgo your humanity?… It’s inhumane.” “It’s really just vile and disgusting,” Lemon continued to froth, adding “He talks about Christianity so much — Christians don’t behave that way. Not real Christians.” The hypocrisy didn’t go unnoticed on X. Users fired back, highlighting Lemon’s role in the church incident where protesters burst in, chanting against ICE and for...
There's growing debate over a possible AI bubble. The bond markets and equity markets appear to be taking different views on the sustainability of artificial intelligence. There are clear signs of stress in credit default swap (CDS) pricing -- the cost to insure against default -- for companies like Oracle (ORCL +4.64%). Yet, in general, stock markets have continued to invest in AI companies. Whic...
There's growing debate over a possible AI bubble. The bond markets and equity markets appear to be taking different views on the sustainability of artificial intelligence. There are clear signs of stress in credit default swap (CDS) pricing -- the cost to insure against default -- for companies like Oracle (ORCL +4.64%). Yet, in general, stock markets have continued to invest in AI companies. Which side is right, and is AI in a bubble? Widening bond market skepticism Oracle's CDS pricing spiked in November. While bond markets can get jittery from time to time, they have remained at elevated levels. Currently, they're at almost four times the levels they were in September. This is a clear sign that the bond market is concerned about Oracle's debt. The concerns center on the ballooning cost of building out data center infrastructure to support AI growth, and specifically on Oracle's $300 billion deal with OpenAI. The latter is widely reported to have internal projections of burning through over $100 billion in cash before it starts generating cash in 2030. That's reportedly the company's view, but the markets are having some doubts over it. Does it matter? The CDS pricing blowout is concerning, but on closer inspection, the bad news appears to be limited in scope. On that, the equity market appears to agree. Below is a look at share price charts of leading hyperscalers. It's no accident that Oracle and Microsoft have underperformed, as Microsoft recently disclosed that 45% of its backlog is due to OpenAI. Meanwhile, the outperformer, Alphabet (GOOG 2.48%) (GOOGL 2.46%), has minimal exposure to OpenAI. Alphabet is also in a much better financial position to support its AI-related capital spending. Is AI in a bubble? As ever, the answer to whether AI is a bubble is nuanced. History suggests that companies overreach during technological revolutions, and capital will inevitably flow to ultimately unproductive sources, driven by a "me too" mentality. That's just how human ...
urfinguss/iStock via Getty Images Shares of First Industrial Realty Trust ( FR ) have been a solid performer over the past year, gaining 8%. While tariffs were initially a significant concern given its exposure to West Coast ports, shares have rebounded to a 52-week high thanks to moderation in the trade war and solid underlying results. The company’s Q4 results and outlook added to optimism aroun...
urfinguss/iStock via Getty Images Shares of First Industrial Realty Trust ( FR ) have been a solid performer over the past year, gaining 8%. While tariffs were initially a significant concern given its exposure to West Coast ports, shares have rebounded to a 52-week high thanks to moderation in the trade war and solid underlying results. The company’s Q4 results and outlook added to optimism around the business’s growth prospects. I last covered shares in October , rating First Industrial a “ B uy,” and since then, it has rallied 16%, justifying my rating. With updated financials and such strong performance, now is a good time to revisit FR. Seeking Alpha Easing trade fears support a solid Q4 In the company’s fourth quarter , First Industrial generated $0.77 of funds from operations (“FFO”), beating estimates by a penny as revenue rose 7% to $188 million. For the full year, FFO grew 12% to $2.96. As a reminder, First Industrial owns warehouse space, and much of its portfolio is focused on key coastal markets. In particular, Southern California is the company’s biggest exposure, accounting for roughly a quarter of revenue. FR has built its portfolio to be near major ports, ensuring strong demand for its space. There was a concern during 2025 that tariffs could dramatically alter trade flows, reducing imports from Asia and damaging these properties’ prospects. With tariffs reduced in deals with most trade partners and a relative détente reached with China, these fears have not come to fruition. While FR is still a trade-sensitive company, I am comfortable with its portfolio positioning. First Industrial Same-store net operating income (“NOI”) grew by 3.7%, and this metric has slowed from the 7.1% full-year pace, reflecting more challenging base effects. Same-property revenue was up by 4.3% as higher rental rates more than offset a 120bp decline in occupancy to 94.5%. Recent completions have pressured occupancy, but with supply coming down, that pressure should fade, a...
PhanuwatNandee/iStock via Getty Images Investment Thesis The last positive PMI data, the uptick in credit spreads, and the Fed’s shift in focus toward inflation at the last meeting suggest an environment of uncertainty that calls for maintaining a Hold position in BINC to continue collecting carry and closely monitor the macro narrative in the coming quarters. ETF Overview Fund Web iShares Flexibl...
PhanuwatNandee/iStock via Getty Images Investment Thesis The last positive PMI data, the uptick in credit spreads, and the Fed’s shift in focus toward inflation at the last meeting suggest an environment of uncertainty that calls for maintaining a Hold position in BINC to continue collecting carry and closely monitor the macro narrative in the coming quarters. ETF Overview Fund Web iShares Flexible Income Active ETF ( BINC ) is an actively managed ETF that does not attempt to replicate any index and focuses mainly on the objective of distributing a monthly dividend to investors, with price appreciation being a secondary "leg", and charging an Expense Ratio of 0.52%, although they declare that until 30 June 2027, they waive part of their fees, standing until then at 0.40%. Fund Web Although it is not an "index-based ETF", it uses the Bloomberg U.S. Universal Index as a benchmark for comparison, but as we have previously mentioned, the holdings are conformed on a discretionary basis at the manager's judgment. I find this ETF interesting from the point of view of its strategy since it invests in different types of fixed income, combining them according to criteria to maximize the income of investors. In this way and as described in the prospectus itself, the range of options to form the holdings is very flexible, among which I highlight the following points: The fund can invest up to 20% in high-quality fixed-income assets, such as IG corporate bonds, US government sovereign debt (U.S. Treasury notes), agency MBS, etc. These must be issued and registered in the US. On the other hand, they point out that they can invest without limit in corporate debt below investment grade. Under this set, so-called split-rated are also included. Also, up to 10% of holdings can be preferred securities. They can also purchase CDOs, including up to 15% in CLOs and up to an additional 15% in direct floating-rate loans, and they state that they can add other floating-rate instruments witho...
Danielle Poli, assistant portfolio manager for global credit strategy at Oaktree Capital Management discusses stress in the credit space and gives her thoughts on CLOs. She speaks with Scarlet Fu on “Real Yield.” (Source: Bloomberg)
Danielle Poli, assistant portfolio manager for global credit strategy at Oaktree Capital Management discusses stress in the credit space and gives her thoughts on CLOs. She speaks with Scarlet Fu on “Real Yield.” (Source: Bloomberg)
Iren's pivot from Bitcoin mining to Microsoft-backed AI infrastructure is redefining its long-term narrative, today, Feb. 6, 2026. Expand NASDAQ : IREN Iren Today's Change ( 5.23 %) $ 2.08 Current Price $ 41.87 Key Data Points Market Cap $13B Day's Range $ 36.52 - $ 44.20 52wk Range $ 5.13 - $ 76.87 Volume 2.6M Avg Vol 40M Gross Margin 31.17 % Iren (IREN +5.23%), a vertically integrated data cente...
Iren's pivot from Bitcoin mining to Microsoft-backed AI infrastructure is redefining its long-term narrative, today, Feb. 6, 2026. Expand NASDAQ : IREN Iren Today's Change ( 5.23 %) $ 2.08 Current Price $ 41.87 Key Data Points Market Cap $13B Day's Range $ 36.52 - $ 44.20 52wk Range $ 5.13 - $ 76.87 Volume 2.6M Avg Vol 40M Gross Margin 31.17 % Iren (IREN +5.23%), a vertically integrated data center operator originally focusing on Bitcoin (BTC +10.82%) mining, closed Friday at $41.83, up 5.13%. The stock rebounded as investors reassessed a Q2 earnings miss, but today’s gains still didn’t make up for losses earlier in the week. Investors are still concerned about Iren’s AI data center pivot and are watching execution on the Microsoft-backed cloud expansion and power build-out next. Trading volume reached 74.3 million shares, coming in about 84% above its three-month average of 40.5 million shares. Iren IPO'd in 2021 and has grown 71% since going public. How the markets moved today The S&P 500 (^GSPC +1.97%) added 1.97% to finish Friday at 6,932, while the Nasdaq Composite (^IXIC +2.18%) climbed 2.18% to close at 23,031. Within cryptocurrency mining, industry peers Mara Holdings (MARA +22.44%) closed at $8.24 (up 22.44%) and Riot Platforms (RIOT +19.65%) finished at $14.45 (up 19.82%) as traders leaned back into high-beta miners. What this means for investors Iren still ended the week 22% below last Friday’s closing price. Analyst commentary cited disappointment that another AI deal wasn’t announced by the Bitcoin miner turned AI cloud company. News from the company that 95% of the financing needed to support its large Microsoft (MSFT +1.90%) contract is in place wasn’t enough to satisfy investors. The fact that those funds included a $1.9 billion prepayment from the tech giant may be part of the reason. The lack of any new AI deals could signal a slowdown in AI cloud ramp. That, along with execution risk, had some investors staying away from Iren stock this week.
Iren (NASDAQ:IREN), a vertically integrated data center operator originally focusing on Bitcoin (CRYPTO:BTC) mining, closed Friday at $41.83, up 5.13%. The stock rebounded as investors reassessed a Q2 earnings miss, but today’s gains still didn’t make up for losses earlier in the week. Investors are still concerned about Iren’s AI data center pivot and are watching execution on the Microsoft-backe...
Iren (NASDAQ:IREN), a vertically integrated data center operator originally focusing on Bitcoin (CRYPTO:BTC) mining, closed Friday at $41.83, up 5.13%. The stock rebounded as investors reassessed a Q2 earnings miss, but today’s gains still didn’t make up for losses earlier in the week. Investors are still concerned about Iren’s AI data center pivot and are watching execution on the Microsoft-backed cloud expansion and power build-out next. Trading volume reached 74.3 million shares, coming in about 84% above its three-month average of 40.5 million shares. Iren IPO'd in 2021 and has grown 71% since going public. How the markets moved today The S&P 500 (SNPINDEX:^GSPC) added 1.97% to finish Friday at 6,932, while the Nasdaq Composite (NASDAQINDEX:^IXIC) climbed 2.18% to close at 23,031. Within cryptocurrency mining, industry peers Mara Holdings (NASDAQ:MARA) closed at $8.24 (up 22.44%) and Riot Platforms (NASDAQ:RIOT) finished at $14.45 (up 19.82%) as traders leaned back into high-beta miners. What this means for investors Iren still ended the week 22% below last Friday’s closing price. Analyst commentary cited disappointment that another AI deal wasn’t announced by the Bitcoin miner turned AI cloud company. News from the company that 95% of the financing needed to support its large Microsoft (NASDAQ:MSFT) contract is in place wasn’t enough to satisfy investors. The fact that those funds included a $1.9 billion prepayment from the tech giant may be part of the reason. The lack of any new AI deals could signal a slowdown in AI cloud ramp. That, along with execution risk, had some investors staying away from Iren stock this week. Should you buy stock in Iren right now? Before you buy stock in Iren, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Iren wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix m...
On Feb. 6, 2026, investors weighed a massive AI buildout against dwindling free cash flows and the timing of a return on investment from this spending. Expand NASDAQ : AMZN Amazon Today's Change ( -5.49 %) $ -12.22 Current Price $ 210.47 Key Data Points Market Cap $2.4T Day's Range $ 200.31 - $ 211.39 52wk Range $ 161.38 - $ 258.60 Volume 9.8M Avg Vol 42M Gross Margin 50.05 % Amazon (AMZN 5.49%), ...
On Feb. 6, 2026, investors weighed a massive AI buildout against dwindling free cash flows and the timing of a return on investment from this spending. Expand NASDAQ : AMZN Amazon Today's Change ( -5.49 %) $ -12.22 Current Price $ 210.47 Key Data Points Market Cap $2.4T Day's Range $ 200.31 - $ 211.39 52wk Range $ 161.38 - $ 258.60 Volume 9.8M Avg Vol 42M Gross Margin 50.05 % Amazon (AMZN 5.49%), which operates a global e-commerce platform and cloud computing services, closed Friday at $210.32, down 5.55%. The stock fell after management outlined plans for roughly $200 billion in 2026 capital expenditures focused on AI and cloud infrastructure. Trading volume reached 178.4 million shares, about 306% above its three-month average of 43.9 million shares. Amazon IPO'd in 1997 and has grown 214,694% since going public. How the markets moved today The S&P 500 added 1.94% to finish Friday at 6,930, while the Nasdaq Composite climbed 2.18% to close at 23,031. Within e-commerce and cloud computing, industry peers Alibaba Group closed at $162.49, up 3.00%, and Walmart finished at $131.18, rising 3.34%, outpacing Amazon’s decline. What this means for investors Amazon stock slid nearly 6% today after delivering mixed earnings that came up shy of Wall Street’s consensus. However, the figure that stole the show was the company’s plan to spend roughly $200 billion on capex for AWS and other AI initiatives. The sheer size of this spending spooked the market today. That said, investors should not panic -- by any means. Sales and operating cash flow grew by 12% and 20% in Q4. Best yet, Amazon’s custom AI chips business grew by triple digits and reached $10 billion in sales, while its AWS backlog grew 40%. Yes, $200 billion is an unfathomable amount of capex, but Amazon’s long-term track record of reinvesting almost all its cash in its growth isn’t one I’m about to start betting against.
Amazon (NASDAQ:AMZN), which operates a global e-commerce platform and cloud computing services, closed Friday at $210.32, down 5.55%. The stock fell after management outlined plans for roughly $200 billion in 2026 capital expenditures focused on AI and cloud infrastructure. Trading volume reached 178.4 million shares, about 306% above its three-month average of 43.9 million shares. Amazon IPO'd in...
Amazon (NASDAQ:AMZN), which operates a global e-commerce platform and cloud computing services, closed Friday at $210.32, down 5.55%. The stock fell after management outlined plans for roughly $200 billion in 2026 capital expenditures focused on AI and cloud infrastructure. Trading volume reached 178.4 million shares, about 306% above its three-month average of 43.9 million shares. Amazon IPO'd in 1997 and has grown 214,694% since going public. How the markets moved today The S&P 500 added 1.94% to finish Friday at 6,930, while the Nasdaq Composite climbed 2.18% to close at 23,031. Within e-commerce and cloud computing, industry peers Alibaba Group closed at $162.49, up 3.00%, and Walmart finished at $131.18, rising 3.34%, outpacing Amazon’s decline. What this means for investors Amazon stock slid nearly 6% today after delivering mixed earnings that came up shy of Wall Street’s consensus. However, the figure that stole the show was the company’s plan to spend roughly $200 billion on capex for AWS and other AI initiatives. The sheer size of this spending spooked the market today. That said, investors should not panic -- by any means. Sales and operating cash flow grew by 12% and 20% in Q4. Best yet, Amazon’s custom AI chips business grew by triple digits and reached $10 billion in sales, while its AWS backlog grew 40%. Yes, $200 billion is an unfathomable amount of capex, but Amazon’s long-term track record of reinvesting almost all its cash in its growth isn’t one I’m about to start betting against. Should you buy stock in Amazon right now? Before you buy stock in Amazon, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Amazon wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $436,126!* Or wh...
Earnings Call Insights: Phillips Edison & Company (PECO) Q4 2025 Management View Jeffrey Edison, Chairman & CEO, highlighted that "we are pleased to report strong 2025 results which reflect NAREIT FFO per share growth of 7.2%, core FFO per share growth of 7% and same-center NOI growth of 3.8%. In addition, our strong 2026 guidance growth rates for NAREIT FFO and core FFO per share are in the mid-s...
Earnings Call Insights: Phillips Edison & Company (PECO) Q4 2025 Management View Jeffrey Edison, Chairman & CEO, highlighted that "we are pleased to report strong 2025 results which reflect NAREIT FFO per share growth of 7.2%, core FFO per share growth of 7% and same-center NOI growth of 3.8%. In addition, our strong 2026 guidance growth rates for NAREIT FFO and core FFO per share are in the mid-single digits." Edison emphasized confidence in the company's ability to deliver on gross acquisitions guidance of $400 million to $500 million in 2026 and noted the company acquired approximately $400 million in 2025. He stated, "Our Locally Smart operating platform is driving strong rent and NOI growth. We remain confident in our ability to execute our plans and deliver solid growth in 2026 and beyond." Edison also reiterated, "We believe an investment in PECO provides significant upside opportunity backed by high-quality cash flows, strong fundamentals and sustained long-term growth." President Robert Myers reported high demand for necessity-based retail, stating, "Our leasing activity and occupancy remain at very high levels. The PECO team executed 1,026 leases totaling approximately 6 million square feet in 2025." He added, "Portfolio occupancy remained high and ended the year at 97.3% leased. Anchor occupancy remained strong at 98.7%, and in-line leased occupancy ended the year at a record high 95.1%." Myers pointed out, "PECO delivered comparable renewal rent spreads of 20% in the fourth quarter. Comparable new leasing rent spreads for the quarter remained strong at 34.3%." John Caulfield, Executive VP, CFO & Treasurer, stated, "Fourth quarter NAREIT FFO increased to $88.8 million or $0.64 per diluted share. Fourth quarter core FFO increased to $91.1 million or $0.66 per diluted share." Caulfield also noted, "As of December 31, 2025, we have approximately $925 million of liquidity to support our acquisition plans. Our net debt to trailing 12-month annualized adjusted ...