Former Boston Federal Reserve President Eric Rosengren discusses the impending jobs report due Friday, saying he expects 'Reasonably good' jobs numbers. He talks with Katie Greifeld and Bailey Lipschultz on "The Close." (Source: Bloomberg)
Former Boston Federal Reserve President Eric Rosengren discusses the impending jobs report due Friday, saying he expects 'Reasonably good' jobs numbers. He talks with Katie Greifeld and Bailey Lipschultz on "The Close." (Source: Bloomberg)
D.A. Davidson Head of Technology Research Gil Luria and Cleo Capital Managing Director Sarah Kunst speak with Asking for a Trend host Josh Lipton about Apple's (AAPL) 50 years of innovation, and what exactly about the tech giant has allowed it to remain relevant to consumers for 5 decades.
D.A. Davidson Head of Technology Research Gil Luria and Cleo Capital Managing Director Sarah Kunst speak with Asking for a Trend host Josh Lipton about Apple's (AAPL) 50 years of innovation, and what exactly about the tech giant has allowed it to remain relevant to consumers for 5 decades.
The S&P 500 (SNPINDEX:^GSPC) rose 0.72% to 6,575.32, the Nasdaq Composite (NASDAQINDEX:^IXIC) climbed 1.16% to 21,840.95, and the Dow Jones Industrial Average (DJINDICES:^DJI) added 0.48% to 46,565.74 as easing Iran-war fears and sliding oil prices buoyed markets.
The S&P 500 (SNPINDEX:^GSPC) rose 0.72% to 6,575.32, the Nasdaq Composite (NASDAQINDEX:^IXIC) climbed 1.16% to 21,840.95, and the Dow Jones Industrial Average (DJINDICES:^DJI) added 0.48% to 46,565.74 as easing Iran-war fears and sliding oil prices buoyed markets.
Aziz Shamuratov /iStock Editorial via Getty Images Investment Thesis NEOS Nasdaq-100 High Income ETF ( QQQI ) and JPMorgan Nasdaq Equity Premium Income ETF ( JEPQ ) are two hybrid funds designed to generate double-digit dividend yields whilst maintaining exposure to the growth of stocks included in the Nasdaq-100 Index ( NDX ). In view of the specific nature of the funds’ strategies, a pressing is...
Aziz Shamuratov /iStock Editorial via Getty Images Investment Thesis NEOS Nasdaq-100 High Income ETF ( QQQI ) and JPMorgan Nasdaq Equity Premium Income ETF ( JEPQ ) are two hybrid funds designed to generate double-digit dividend yields whilst maintaining exposure to the growth of stocks included in the Nasdaq-100 Index ( NDX ). In view of the specific nature of the funds’ strategies, a pressing issue is the existence of a "growth ceiling," as a result of which actual returns lag behind the index during periods of active market growth. But 2026 has been marked by a period of heightened market volatility, leading to a decline in the sector’s value and showing signs of a fairly deep technical correction (NDX has fallen by as much as 13.1% since the high of the year). In the context of such market conditions, such funds as QQQI and JEPQ demonstrate more favorable results, mitigating the decline compared to the benchmark—Invesco QQQ Trust, Series 1 ETF ( QQQ ). At the beginning of 2026, total return performance for QQQI and JEPQ was 1.52% and 3.06% better, which confirms their high investment appeal during a period of geopolitical instability and rising inflation risks. Total Return, YTD My article's thesis centers on investing in the QQQI and JEPQ funds, both of which have a competitive advantage over the QQQ benchmark. Both funds offer a conservative approach to investing in the Nasdaq-100, offsetting potential drawdowns by generating returns from the premiums of sold options. Even if external circumstances beyond our control and difficult to predict continue to put pressure on these U.S. sectors, a portfolio of QQQI and JEPQ will allow us to partially offset negative price action by continuing to generate double-digit dividend yields. As these funds maintain their exposure to the growth of stocks in these sectors, it allows us to lock in a significant portion of the profits that will emerge from a potential recovery of the Nasdaq-100. In this way, a bet on QQQI and JE...
monsitj/iStock via Getty Images Gold and silver futures rose for the fourth straight session Wednesday amid speculation over what President Trump will say in his prime-time speech tonight, with tentative hopes for a de-escalation of Middle East tensions that could lead to lower oil prices and alleviate concerns over central banks' rate increases. The U.S. dollar fell for a second consecutive day, ...
monsitj/iStock via Getty Images Gold and silver futures rose for the fourth straight session Wednesday amid speculation over what President Trump will say in his prime-time speech tonight, with tentative hopes for a de-escalation of Middle East tensions that could lead to lower oil prices and alleviate concerns over central banks' rate increases. The U.S. dollar fell for a second consecutive day, making greenback-priced bullion more attractive for holders of other currencies. "An end to the conflict could prove a double-edged sword" for gold, IG market analyst Tony Sycamore said in a note. "On one hand, a lasting peace agreement would remove the geopolitical safe-haven bid that supported prices in the run-up to the conflict," while on the other hand, lower oil prices and easing inflation "could revive expectations of 2026 Fed cuts," which could help gold. Precious metals prices held their ground as U.S. retail sales rose solidly in February and the ADP's national employment report showed U.S. private payrolls increased steadily in March. Front-month Comex gold ( XAUUSD:CUR ) for April delivery jumped 2.9% to $4,783.20/oz, and front-month Comex April silver ( XAGUSD:CUR ) rose 1.6% to $75.867/oz, the highest settlement values for both metals in two weeks. ETFs: ( GLD ), ( GDX ), ( GDXJ ), ( IAU ), ( NUGT ), ( PHYS ), ( GLDM ), ( AAAU ), ( SGOL ), ( RING ), ( BAR ), ( OUNZ ), ( SLV ), ( PSLV ), ( SIVR ), ( SIL ), ( SILJ ) More on gold and silver A Rough March For Gold As The Leading Precious Metal Searches For A Bottom What GLD Options Say About The Price Of Gold (Technical Analysis) Commodities: Oil Falls Below $100 On Optimism Over Iran War
Shares of PVH Corp., the parent of Calvin Klein and Tommy Hilfiger, finished nearly 10% higher on Wednesday, as the TV miniseries “Love Story: John F. Kennedy Jr. & Carolyn Bessette” and 1990s nostalgia help buoy consumer demand and the company’s outlook through this year.
Shares of PVH Corp., the parent of Calvin Klein and Tommy Hilfiger, finished nearly 10% higher on Wednesday, as the TV miniseries “Love Story: John F. Kennedy Jr. & Carolyn Bessette” and 1990s nostalgia help buoy consumer demand and the company’s outlook through this year.
The Actual Problem With America's Energy Security Is Starting To Reveal Itself... Constellation Energy’s high-profile effort to revive one of the Three Mile Island reactor plants, now renamed the Crane Clean Energy Center, has run into a four-year-tall roadblock : the grid itself . The company had targeted a restart in the second half of 2027 to deliver roughly 835 megawatts of nuclear power to Mi...
The Actual Problem With America's Energy Security Is Starting To Reveal Itself... Constellation Energy’s high-profile effort to revive one of the Three Mile Island reactor plants, now renamed the Crane Clean Energy Center, has run into a four-year-tall roadblock : the grid itself . The company had targeted a restart in the second half of 2027 to deliver roughly 835 megawatts of nuclear power to Microsoft data centers under a long-term agreement. Yet PJM Interconnection, the regional grid operator, reports full deliverability could take until 2031 . The holdup stems from needed transmission upgrades. The $1 billion loan secured by Constellation has only been followed by delays... BOOM *CONSTELLATION GETS $1B US LOAN TO REOPEN THREE MILE ISLAND — zerohedge (@zerohedge) November 18, 2025 Constellation pushed back quickly, insisting the plant remains on schedule for 2027 operations and that it is actively negotiating with PJM and local utilities to shorten the timeline. The 2031 date, the company said, reflects only the point of complete certainty around upgrades rather than an outright bar to earlier partial output. The real culprit is not the data centers driving the demand . Tech giants and hyperscalers are not conjuring the problem out of thin air. Decades of underinvestment in transmission lines, permitting bottlenecks , and overloaded interconnection queues have left the grid ill-equipped for any surge, whether from nuclear restarts, renewables, or new industrial loads. PJM’s own studies show the system has evolved since Three Mile Island’s 2019 closure, yet the backlog of projects, both generation and demand, continues to grow. Utilities and operators face the same squeeze whether the request comes from a reactor or a server farm. Less than a year ago, Bloomberg reported Constellation Energy moved the restart date up one year from the original 2028 completion date to 2027. The reactor owner noted the connection to the PJM grid would take another year, to 2028. Ye...
A top Anthropic PBC executive expects the company’s general-purpose artificial intelligence agent, Cowork, to reach a wider market than Claude Code, the hit product that helped turn the startup into an AI juggernaut . Anthropic has seen stronger adoption for Cowork “in the first few weeks” than it did in a comparable period for Claude Code a year ago, Chief Commercial Officer Paul Smith said in an...
A top Anthropic PBC executive expects the company’s general-purpose artificial intelligence agent, Cowork, to reach a wider market than Claude Code, the hit product that helped turn the startup into an AI juggernaut . Anthropic has seen stronger adoption for Cowork “in the first few weeks” than it did in a comparable period for Claude Code a year ago, Chief Commercial Officer Paul Smith said in an interview on Wednesday. Smith said the average large company has somewhere between 2% and 5% of its staff working in engineering. Cowork, he said, is more likely to appeal to “the rest of us.” Cowork was released as a “research preview” product earlier this year and quickly made a splash online. Unlike with Claude Code, a similar AI agent for programming, Cowork does not require users to run a terminal and type in a command line. It’s also meant to tackle a broader range of tasks, potentially appealing to a bigger audience. Anthropic has emerged as an AI leader and a fierce competitor of OpenAI in large part due to Claude Code, which the company recently said generates more than $2 billion in annualized revenue. With products like Cowork, Anthropic aims to help streamline a wider range of work tasks and replicate the success it’s had with software developers. At the same time, Anthropic is competing with the likes of OpenAI and Alphabet Inc. ’s Google to build more advanced AI systems to power agents and other software. In the wide-ranging interview, Smith said he expects the rate of releases to accelerate. “I think the pace of innovation is going to increase,” he said. “It is a reasonably safe bet to assume that model releases will keep coming, and if anything, they will keep coming with more frequency.” Moving faster comes with challenges, however. Smith said the recent accidental release of the source code behind Claude Code was the result of “process errors” related to the startup’s fast product release cycle. The leak was “absolutely not breaches or hacks,” he said, a...
AP Chanel/E+ via Getty Images I am taking the opportunity during this volatile period to initiate a Buy recommendation on Quanta Services ( PWR ). Quanta is a leading provider of specialized infrastructure solutions serving the utility, power generation, technology, communications, and energy sectors. They operate through a network of over 200 companies and one of the largest employers of skilled ...
AP Chanel/E+ via Getty Images I am taking the opportunity during this volatile period to initiate a Buy recommendation on Quanta Services ( PWR ). Quanta is a leading provider of specialized infrastructure solutions serving the utility, power generation, technology, communications, and energy sectors. They operate through a network of over 200 companies and one of the largest employers of skilled craft labor in the industry. The company is well positioned to capitalize on several favorable long-term structural trends and grow its total addressable market (TAM) share. The company's experience and expertise in infrastructure exposes its business to structural themes such as grid modernization, expansion and integration of power generation and electrification. An Irreplaceable Position in a Once-in-a-Generation Capex Boom Quanta Services is the picks-and-shovels play on America's multi-year infrastructure super cycle. The U.S. power infrastructure network is grossly outdated after decades of underinvestment , with much of the transmission and distribution infrastructure built 40–70 years ago and now operating beyond its intended lifespan. A National Council of State Legislatures (NCSL) report ( link ) estimates that the US will have to spend up to $2 trillion on grid modernization by 2030 — just to maintain the electric grid’s reliability. Estimated U.S. Aging-Asset Refurbishment Need (Quanta Services IR) The latest Long-Term Reliability Assessment Report published in January 2026 by the North American Electric Reliability Corporation (NERC) ( link here ) further paints a worrying picture of energy reliability: A snapshot of adequacy for 2026–2035 based on industry projections compiled in mid-2025 shows areas shaded in red as high‑risk areas for resource adequacy, where power supply no longer comfortably covers projected peak demand under normal or extreme weather conditions. Capacity and Energy Risk Assessment (NERC Report (Jan 2026)) As per the report , NERC is proje...
Chesapeake Utilities ( CPK ) announced that Michael Galtman, already part of the company, will take on a new role as CTO effective April 1 to lead ERP rollout while managing finance and development functions. As part of this leadership change, Melissa Barnes was appointed as VP & CAO, responsible for accounting and financial reporting. More on Chesapeake Utilities Chesapeake Utilities Corporation ...
Chesapeake Utilities ( CPK ) announced that Michael Galtman, already part of the company, will take on a new role as CTO effective April 1 to lead ERP rollout while managing finance and development functions. As part of this leadership change, Melissa Barnes was appointed as VP & CAO, responsible for accounting and financial reporting. More on Chesapeake Utilities Chesapeake Utilities Corporation 2025 Q4 - Results - Earnings Call Presentation Chesapeake Utilities Corporation (CPK) Q4 2025 Earnings Call Transcript Chesapeake Utilities appoints Jeff Sylvester as CFO following Beth Cooper's retirement Mid-Cap utility stocks ranked by quant ratings after earnings season Seeking Alpha’s Quant Rating on Chesapeake Utilities
B2Gold (NYSEMKT:BTG) , operates gold mines in Mali, the Philippines, and Namibia. Shares closed at $4.84, up 6.84%, after the company announced a renewed and expanded share buyback program. Investors are watching the pace of future repurchases following Toronto Stock Exchange approval. The company’s trading volume reached 44.3 million shares, which is nearly 11% above compared with its three-month...
B2Gold (NYSEMKT:BTG) , operates gold mines in Mali, the Philippines, and Namibia. Shares closed at $4.84, up 6.84%, after the company announced a renewed and expanded share buyback program. Investors are watching the pace of future repurchases following Toronto Stock Exchange approval. The company’s trading volume reached 44.3 million shares, which is nearly 11% above compared with its three-month average of 40 million shares. B2Gold went public in 2008 and has grown 236% since its IPO. S&P 500 (SNPINDEX:^GSPC) rose 0.72% to finish Wednesday at 6,575.32, while the Nasdaq Composite (NASDAQINDEX:^IXIC) gained 1.16% to close at 21,840.95. Among gold mining peers, Gold Fields (NYSE:GFI) closed at $48.13 (+6.01%) and AngloGold Ashanti Plc (NYSE:AU) ended at $103.52 (+6.33%), reflecting broad strength across the sector. Continue reading
The Invesco Food & Beverage ETF ( NYSEMKT: PBJ ) and Invesco S&P 500 Equal Weight Consumer Staples ETF ( NYSEMKT: RSPS ) both target the consumer sector. Still, PBJ charges a higher fee and is more narrowly focused on food and beverage stocks. It has outperformed RSPS over the past year, while RSPS leads on yield and broader staples exposure. Both PBJ and RSPS are designed for investors seeking ac...
The Invesco Food & Beverage ETF ( NYSEMKT: PBJ ) and Invesco S&P 500 Equal Weight Consumer Staples ETF ( NYSEMKT: RSPS ) both target the consumer sector. Still, PBJ charges a higher fee and is more narrowly focused on food and beverage stocks. It has outperformed RSPS over the past year, while RSPS leads on yield and broader staples exposure. Both PBJ and RSPS are designed for investors seeking access to U.S. companies in the food, beverage, and consumer staples space, but their approaches and costs differ. This comparison looks at how each fund stacks up on expenses, returns, risk, and portfolio makeup to help investors decide which may better fit their goals. 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. Continue reading