Bruce Springsteen’s new protest song isn’t open to interpretation. In Streets of Minneapolis, the Boss condemns “King Trump’s private army from the DHS” that “came to Minneapolis to enforce the law – or so their story goes”. He names Renee Good and Alex Pretti, both killed by federal agents amid protests. He rages against “Miller and Noem’s dirty lies”, referencing the faces of the Trump administration’s onslaught against immigrants. In its familiar structure, with chords any beginner musician can play, it echoes protest songs of the 1960s. But unlike Blowin’ in the Wind or A Change Is Gonna Come, it doesn’t speak in metaphor. That probably means no one will be singing this song around the campfire 50 years from now; we can only hope the youth of tomorrow will be unfamiliar with private DHS armies. But it also leaves no doubt about its message. Springsteen, who says he wrote and recorded the song in the span of a weekend, has no time for ambiguity, and the result is a sense of urgency and genuine fury. Streets of Minneapolis sacrifices timelessness for raw feeling. That’s not to say the song lacks lyricism. Springsteen stages the scene on Minneapolis streets as a battle between the people and their violent oppressors, with images of “fire and ice” and “an occupier’s boots”. It’s rooted in the folk tradition, with references to the US national anthem – “Against smoke and rubber bullets / In the dawn’s early light” – and echoes of the Bible – “We’ll take our stand for this land / And the stranger in our midst.” The title itself harkens back to Springsteen’s own hit Streets of Philadelphia, which addressed the Aids crisis. And, importantly for a protest song, it’s highly singable, with a verse-chorus structure and a built-in chant: the recording features voices yelling: “ICE out!” (It also has a big harmonica solo, essential to any 60s-style anthem.) And despite the song’s tale of blood and tyranny, it’s unexpectedly hopeful. It celebrates the protests and the city’s u...

Omega Healthcare Investors ( OHI ) was cut to Equal Weight from Overweight at Wells Fargo, with the price target reduced to $45.00 from $48.00. "We see valuation as full here with the revisions to earnings following Genesis, expected higher dispositions, and increased MA/Medicaid concerns," said analysts John Kilichowski and James Feldman. Shares were -1.27% Thursday pre-market to $42.61. "As a reminder, Genesis is 4.6% of OHI's annualized rent/interest and filed for Ch11 on 7/9/25 to address malpractice claims," said Wells Fargo analysts in the research note. "While OHI believes its credit position is strong, we still need to monitor the tail risk of potential non-repayment." "Based on our latest conversations with management, dispositions could be elevated this year as it looks to take advantage of historically high valuations in SNFs & SH," said the note. "While we agree with the decision by management to take advantage of these attractive valuations, we see risk to street net investment expectations as yields compress." "We estimate ~10% of OHI's occ is MA, which would equate to slightly higher rev contribution. We're also monitoring the impact of the OBBBA this year during states' fiscal budgetary seasons," said the note. "While we expect a relatively positive outcome on Medicaid, the uncertainty, along with added MA pressure, for the SNF with the lowest coverage vs peers (1.55x) keeps us sidelined," added the note. Wells Fargo's rating differs from the average sell-side analysts and Seeking Alpha authors rating of Buy. SA's Quant Rating system grades OHI as Strong Buy. More on Omega Healthcare Investors Omega Healthcare Investors: Why This Could Become My Favorite REIT From Optionality To Certainty: Why Omega Healthcare Beats Medical Properties Today Omega Healthcare Investors: Why I'm Still Buying This Healthcare REIT That Keeps Proving Its Strength

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HMRC said that in the final three months of the year, it had processed 13,652 tax repayment claim forms for pension flexibility payments. · MoMo Productions via Getty Images HM Revenue & Customs (HMRC) refunded a total of £46.26m in overpaid tax on pension withdrawals in the fourth quarter, new data has shown. The UK tax collector said that, in the final three months of the year, it had processed 13,652 tax repayment claim forms for pension flexibility payments. Jon Greer, head of retirement policy at Quilter, highlighted that the number of claims in the fourth quarter of 2025 was lower than the 14,612 forms lodged for the same period of the previous year. However, he pointed out that the typical refund amount had "barely shifted", coming in at £3,388 compared with £3,389 previously. People can withdraw funds from defined contribution (DC) pensions flexibly once they have reached the minimum early retirement age of 55. This can be done by taking out 25% of a pension pot tax-free as a lump sum in one go, with any further withdrawals on the remaining 75% taxed as income. The other option is to do multiple withdrawals, with 25% of the amount taken out being tax-free, and the remaining 75% of this payment taxed as income. The tax on pension flexibility payments is taken using the pay-as-you-earn (PAYE) system. Pension providers collect the tax on behalf of HMRC. Read more: You could be missing thousands in pension tax relief – here's how to claim it However, unless a provider has a person's up-to-date tax code, people are usually placed on an emergency code when they first withdraw from their pension pot. "Every quarter we see thousands of pensioners penalised for accessing their own savings, as the system undermines the very flexibility it intended to deliver," said Greer. "HMRC has taken steps to accelerate repayments, but the figures make clear that the core issue remains unresolved." He added: "PAYE was designed for regular earnings, not ad hoc pension withdrawals, ...

Trump Says John Deere Will Invest $70 Million To Build Excavator Factory In North Carolina Authored by Aldgra Fredly via The Epoch Times (emphasis ours), President Donald Trump announced on Jan. 27 that farm equipment maker John Deere will invest $70 million to build an excavator factory in North Carolina. A John Deere excavator piles road salt in preparation for a winter storm at the Boston Public Works Department yard in Boston on Jan. 28, 2022. Scott Eisen/Getty Images “It’s brand new, the best in the world. And I think it’s going to pay off very, very big ,” the president said during an event in Iowa. “We don’t make them here. This is going to be the only excavator entirely made in the United States of America. ” The White House later said in a post on X that John Deere will build two new factories in the United States, including one in North Carolina that will help “move excavator production BACK to America.” The second factory is a state-of-the-art distribution center, which will be built near Hebron, Indiana , the company said in a Jan. 27 statement. Both facilities are expected to open next year, it said. John Deere said the North Carolina plant will manufacture excavators previously produced in Japan and will employ more than 150 workers when it opens. The company said that it has broken ground on the Indiana project, a facility designed to streamline John Deere’s operations and ensure the timely delivery of equipment and parts. The project is expected to generate about 150 jobs, it added. “Our investment in these new facilities underscores John Deere’s dedication to strengthening the backbone of American industry and supporting local economies,” John Deere CEO John May said. “ We believe in building America, and these projects represent our intent to continue driving innovation and job creation in the United States .” John Deere said last year that it would invest $20 billion in the United States over the next decade, calling it “a powerful signal” of its ...

The flagship dual X3D processor appears to have reached some vendors, and while AMD didn't confirm the launch date, the launch could happen soon. ASUS's Tony Review of Ryzen 7 9850X3D Accidentally Shows AMD Ryzen 9 9950X3D2 Dual X3D Chip Folder AMD's new flagship Zen 5 chip might be around the corner, but we got an early glimpse of the processor's existence. AMD did confirm the processor's coming indirectly at CES, but it hasn't talked much about it yet. The processor was recently spotted in a review by ASUS's General Manager of China, Tony, who was testing the recently launched AMD Ryzen 7 9850X3D. The processor takes the place of the 9800X3D as the fastest gaming processor, but what many missed, the review by Tony had the confirmation of its bigger sibling. As spotted by @9550pro, the review briefly exposes a folder on Tony's test system, which was saved by the name "9950X3DV2". While it confirms the processor's existence, is it possible that the new chip will be called Ryzen 9 9950X3DV2 instead of 9950X3D2? We will soon find out, but it appears that Tony has already been testing out the flagship AMD Zen 5 chip on his test bench. AMD Ryzen 9 9950X3D2 brings the same 16-core/32-thread configuration as the 9950X3D, but we have an additional X3D L3 cache chiplet on the second CCD. This makes it the first and only processor to have 64 MB L3 cache chiplets on both the CCD dies. So, instead of 128 MB of L3 cache, the 9950X3D2 will have 192 MB of cache size. It's expected that the CPU will boost up to 5.6 GHz (100 MHz lower than 9950X3D). The base clock is expected to be the same as the 9950X3D, and the same goes for the integrated graphics, bringing 2x Compute Units based on RDNA 2 architecture. The TDP is, however, said to have touched 200 W, roughly 30 W higher than the 9950X3D, but we will wait for AMD's confirmation. As far as the performance goes, we saw a couple of benchmarks recently, but mostly on Geekbench. The processor outperformed the Ryzen 9 9950X3D by a no...

Key Points Insurance company Lemonade was one of the best-performing financial stocks in 2025. Its outlook is a bit more muted in 2026, due to its high valuation and other reasons. Affirm, a buy now, pay later stock, is in a position to see a Lemonade-like surge in 2026. 10 stocks we like better than Affirm › The price of Lemonade (NYSE: LMND) skyrocketed in 2025 by some 94% -- and I don't mean the refreshing drink. In this case, I'm referring to the insurance stock that uses AI chatbots and algorithms to process insurance claims. But it may be hard for this innovative fintech to duplicate that level of share price growth in 2026, mainly because the company is still unprofitable, its stock's valuation soared, and it's in an extremely competitive landscape. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » After hitting a high of $145 in 2021, Lemonade's stock price plummeted all the way down to under $10 per share in 2023 and was around $31 per share near the start of 2025. Investors were scooping up shares at a discount last year, particularly as revenue and other metrics improved. But now, at a higher valuation and still chasing profitability, investors are less bullish. For 2026, investors may want to shift their focus to a new potential breakout financial stock -- Affirm (NASDAQ: AFRM). Affirmative on Affirm When the buy now, pay later trend started up a few years ago, Affirm was one of the most recognizable -- and its stock price soared for a lot of the same reasons as Lemonade. It was an innovative new concept that generated a lot of buzz and soared to over $160 per share during the tech bubble. Like Lemonade, Affirm stock came crashing down during the bear market to around $10 per share. But it steadily gained revenue and moved toward profitability over the last two years, actually becoming profitable last year. In the fiscal 2026 first quarter, which ended Sept. 30, 2025, re...

Mastercard to lay off 4% of its global workforce, CFO says Reuters

财联社1月29日讯（记者 陈夏筱） 为了拓展业务布局，体检龙头企业 美年健康 （002044.SZ）计划参与 棒杰股份 （002634.SZ）的预重整。 今日晚间，公司发布公告称，公司第九届董事会第十七次会议审议通过了《关于拟参与浙江棒杰控股集团股份有限公司预重整的议案》，同意公司作为意向投资者参与棒杰股份重整投资人的公开招募，并指定下属全资子公司美年大健康为重整受让主体取得棒杰股份的控制权，成为棒杰股份重整完成后的控股股东。 公司表示，参与此次预重整将帮助公司构建“服务—硬件—数据”三位一体的模式，实现“体检两小时，服务365天”的健康管理新业态，同时有利于拓展业务链条，推动美年健康生态圈的战略协同，进一步提升公司核心竞争力和可持续盈利能力。本次投资资金来源为公司自有和自筹资金，不会对公司日常经营、财务状况和经营成果产生重大不利影响。 棒杰股份成立于1993年，原主营服装制造，如今经营范围已扩展至光伏设备及元器件制造、电池销售、半导体器件专用设备销售等多个领域。 棒杰股份于2022年底起跨界光伏，陆续投资建设扬州高效电池工厂，江山年产16GW N型高效电池片及16GW硅片切片项目。然而，2024年光伏行业剧变，产品价格断崖式下跌，导致其产能扩张计划严重受挫，生产经营陷入困境。 2024年9月，公司控股的二级子公司、承载电池片生产业务的扬州棒杰新能源科技有限公司被债权人江苏普惠健康体检有限公司申请破产重整，虽然该申请未立即导致破产程序，但已充分暴露其资金链的巨大压力。 2025年3月1日，棒杰股份扬州工厂宣布全线停工停产，原计划3个月的检修期结束后，工厂再无力复产。2025年7月，棒杰股份宣布江山光伏项目终止，并向地方政府支付1500万元赔偿款，公司跨界光伏的努力全面归零。此时，棒杰股份光伏板块逾期债务总额据披露已达9.67亿元。 2025年7月，上海启烁睿行通过受让股份成为公司新控股股东，黄荣耀成为新的实际控制人。 财务数据显示，棒杰股份2023年的归母净利润为亏损8800多万元，2024年迅速扩大到亏损6.72亿元。到2025年三季度，亏损进一步扩大至9.05亿元。 2026年1月5日，金华市中级法院决定对棒杰股份启动预重整。1月8日，临时管理人发布重整投资人招募公告，意向投资人需在报名时表明是否意图取得控制权，且“满足新质生产力要求有助于打开上市公司发展空间”...

本周迄今为止，大型科技公司的财报发出了一个明确的警告：如果人工智能能促进强劲增长，投资者愿意忽视人工智能支出的飙升，但却会迅速惩罚那些业绩不佳的公司。 周四股市对 微软 和Meta财报的反应形成了鲜明对比，凸显了自三年多前ChatGPT的推出掀起人工智能热潮以来，利害关系发生了多么巨大的变化。 Instagram母公司的股价因销售强劲而飙升了9%以上，而微软的股价则因其云业务未能给人留下深刻印象而下滑了10%。 在凭借OpenAI的先发优势于2024年成为全球最有价值企业之后，微软现在面临着越来越大的投资者压力，要求其证明其飙升的资本支出是合理的。 微软报告称，其Azure云计算业务的收入增长仅略高于预期。 相比之下，人工智能增强了Meta的广告定位能力，使其12月季度的收入增长了24%，并为其第一季度的乐观预期提供了支持。财报显示，Facebook的人工智能收益有助于为其资本支出提供资金，预计今年的资本支出将跃升87%，达到1350亿美元。 加贝里基金（GabelliFunds）的投资组合经理贝尔顿说：”Meta的标题数字确实有趣地反映了市场对人工智能领域支出的态度。在其他条件相同的情况下，市场通常会感到担忧，但他们第一季度的收入指引却很大。” 微软可能存在OpenAI问题 微软还面临着压力，因为该公司披露，其持有的珍贵资产OpenAI占其云积压的45%。投资者担心，随着这家不盈利的初创公司在人工智能竞赛中失去动力，约2800亿美元可能面临风险。 在 谷歌 的Gemini3推出并获得好评后，这家ChatGPT的创建者曾在12月发布了内部“红色代码”，并且正在人工智能编码领域追赶Anthropic的ClaudeCode，后者的年化运行率已超过10亿美元。 eToro市场分析师ZavierWong表示：”微软与OpenAI的深度合作巩固了其在企业人工智能领域的领先地位，但也带来了集中风险。” 微软预测，在2025年最后三个月放缓之后，Azure的增长在1月至3月期间将保持稳定，在37%至38%之间，部分原因是AI芯片产能受限。 “如果我把第一季度和第二季度刚刚上线的图形处理单元，全部分配给Azure，那么KPI（增长）将超过40%，”微软财务主管Amy Hood在财报发布后的电话会议上说。 她补充说，将芯片用于内部开发工作限制了增长。 Meta押注人工智能的复合效应 ...

格隆汇1月29日｜洛克希德马丁(LMT.US)涨7.6%，创历史新高，此前公司预测2026年利润和收入将高于预期。

JHVEPhoto/iStock Editorial via Getty Images The 2026 market is looking to be an incredibly tricky one to invest in, and the Q4 earnings season is likely to make volatility spike even further. Amid a choppy market and the potential for waning enthusiasm for large-cap tech stocks, I continue to emphasize investing in small and mid-cap stocks that offer much better value. LendingClub ( LC ), in my view, is a stock well worth owning. The consumer loan originator is showcasing accelerating new loan growth, while expanding net interest margins are defying downward interest rate pressures. The company is now minting true EPS, despite very low P/E multiples. The stock also just fell nearly 10% after reporting strong Q4 results and issuing a robust 2026 outlook, denting part of the rally over the past year. It's a great time, in my view, to open a new position in this stock on the dip. Data by YCharts I last wrote a buy article on LendingClub in October, when the stock was trading at $18 per share. Since then, LendingClub has continued to rally steadily upward, though I think the company's recent acceleration in origination trends, and its excellent credit metrics, continue to justify the stock's rally. I reiterate my buy rating here. The first and foremost point that investors should be wary of here is that LendingClub offers tremendous growth at a very reasonable price, especially after its robust FY26 outlook. The company is guiding to 21-31% y/y growth in originations, which represents quite a healthy pace over an already-strong year in FY25. It's also estimating 42-55% y/y growth in pro forma EPS. We will note here that part of the underlying >40% earnings growth is due to the company electing a different accounting treatment for loan originations, effectively recognizing more of the expected loan yield as revenue upfront. Still, we look at the underlying originations growth midpoint of 26% y/y. LendingClub outlook (LendingClub Q4 earnings deck) We note that at current ...

Image source: The Motley Fool. Thursday, January 29, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Chairman, President, and Chief Executive Officer — Marc N. Casper Senior Vice President, Chief Financial Officer — Stephen Williamson TAKEAWAYS Revenue -- $12.21 billion for the quarter, up 7% year over year; full year revenue was $44.56 billion, up 4%. -- $12.21 billion for the quarter, up 7% year over year; full year revenue was $44.56 billion, up 4%. Adjusted EPS -- $6.57 per share in Q4 (up 8%); $22.87 per share for the year (up 5%). -- $6.57 per share in Q4 (up 8%); $22.87 per share for the year (up 5%). Adjusted Operating Income -- $2.88 billion in Q4 (up 6%); $10.11 billion annually (up 4%). -- $2.88 billion in Q4 (up 6%); $10.11 billion annually (up 4%). Adjusted Operating Margin -- 23.6% in Q4, down 30 basis points; 22.7% for the full year, up 10 basis points. -- 23.6% in Q4, down 30 basis points; 22.7% for the full year, up 10 basis points. Segment Revenue Growth -- Life Science Solutions: Q4 up 13%, organic 4%; Analytical Instruments: Q4 up 1%, organic flat; Specialty Diagnostics: Q4 up 5%, organic 3%; Laboratory Products and Biopharma Services: Q4 up 7%, organic 5%. -- Life Science Solutions: Q4 up 13%, organic 4%; Analytical Instruments: Q4 up 1%, organic flat; Specialty Diagnostics: Q4 up 5%, organic 3%; Laboratory Products and Biopharma Services: Q4 up 7%, organic 5%. End-Market Performance -- Pharma and Biotech: Q4 high single-digit growth, full year mid-single-digit; Academic and Government: declined low single digits for both periods; Industrial and Applied: Q4 down low single digits, full year up low single digits; Diagnostics and Healthcare: Q4 low single-digit growth, full year flat. -- Pharma and Biotech: Q4 high single-digit growth, full year mid-single-digit; Academic and Government: declined low single digits for both periods; Industrial and Applied: Q4 down low single digits, full year up low single digits; Diagnostics and Healthcare: Q4 low single-d...

is a senior reporter who’s been covering and reviewing the latest gadgets and tech since 2006, but has loved all things electronic since he was a kid. Posts from this author will be added to your daily email digest and your homepage feed. It’s not a household name, but Rogbid has been churning out budget-friendly smart wearables for around a decade. Its latest creation capitalizes on the recent trend of functional ring watches, but unlike Timex and Casio’s wearables that don’t do much more than tell time, the Rogbid Fusion includes smart functionality like fitness tracking, heart rate and blood oxygen measurements, and sleep monitoring. It’s available today through the company’s online store for $49.99 in gold, silver, and black, which is significantly cheaper than Casio and Timex’s ring watches that are both well over $100. Instead of a basic LCD display, the Fusion features a 0.49-inch OLED screen used to display the time, date, and various health metrics. It looks a little chunkier than other ring watches that focus on retro styling, but in addition to an optical heart rate sensor and motion sensors used to track over 100 different sports, the Fusion has a battery good for an estimated five days of use, or eight days on standby. The Fusion is available in black, silver, and gold finishes. Image: Rogbid Like Casio’s G-Shock ring watch that debuted last November, the Rogbid Fusion comes with a magnet milanese strap that’s adjustable to fit your finger so you don’t need to deal with spacers to find the perfect fit. If you don’t want to wear it on your finger, a longer nylon strap can be swapped in so the Fusion can be worn on your wrist like a traditional watch. An included longer nylon strap lets you wear the Fusion as a traditional watch. Image: Rogbid

How Oracle Stock Returned $158B To Shareholders Forbes

Joa_Souza/iStock Unreleased via Getty Images Petrobras ( PBR ) +3.6% in early trading Thursday after disclosing its estimated proven reserves of oil, condensate and natural gas rose to 12.1B boe (84% oil) in 2025 from 11.4B boe in 2024. The Brazilian company said the reserves addition occurred mainly due to the outstanding performance of its assets, with emphasis on the Búzios, Tupi, Itapu and Mero fields in the Santos Basin. The reserve replacement rate was 175%, even after record annual production in 2025, and the proved reserves-to-production ratio is 12.5 years. Separately, Petrobras ( PBR ) said it has expanded and renewed oil sales contracts with Indian state-owned oil refiners, representing sales potential of as much as 60M barrels, with a total value that may exceed $3.1B. The sales contracts with Indian Oil Corp., Bharat Petroleum, and Hindustan Petroleum will remain in effect until March 2027, the company said. More on Petrobras Venezuela Catalysts Can Benefit Suncor Energy More Than Petrobras Petrobras Oversupply And Venezuela Fears Trigger Richer Dividend Yields, Despite Risks Petrobras: Still The Cleanest Way To Position For Oil Downside -- Even After Venezuela

格隆汇1月29日｜纳斯达克综合指数跌幅扩大至1%，标普500指数现跌0.37%。

文章提及标的 纳斯达克 -- 美国股市跌幅扩大，纳斯达克（NDAQ）指数下跌1.01%。

This morning a "Potential Dividend Run Alert" went out for BlackRock Enhanced Capital and Income Fund, Inc. (NYSE: CII), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway? This is an interesting concept which we first learned about at a past ValueForum conference. And to best explain the concept, we need to start with the expected behavior of a stock on its ex-dividend date. For anyone unfamiliar with the term, the ex-dividend date marks the trading day when any buyer of the stock is no longer entitled to the referenced dividend — in other words, to be eligible to receive the dividend in question, one would have had to purchase their shares before the ex-dividend date. All else equal, the stock price would be expected to drop by the dividend amount on that ex-date (remember, that's "all else equal" and naturally other factors will drive stocks higher/lower on any given day). But think about it: if a buyer is entitled to a 0.141 dividend before ex-date, but no longer entitled to that amount on or after ex-date, then this drop makes perfect sense! Because if the shares didn't drop by that same 0.141 the next day, then effectively, buyers would effectively be paying 0.141 more for the same share of stock. But now think about this: if a stock is expected to drop by the dividend amount (all else equal) on ex-date, then in turn, shouldn't that stock be expected to rise sometime ahead of a dividend? After all, if a dividend-paying stock didn't ever rise and only fell on each and every ex-date, then eventually after enough dividend payments those shares would have fallen to zero. And that wouldn't make any sense for a company continually earning money and paying dividends. So indeed, "sometime" before a given dividend, there should be sort of a built-in "pressure" for a stock to gradually rise in expectation of that next cash dividend... in ...

This morning a "Potential Dividend Run Alert" went out for Business First Bancshares Inc (NASD: BFST), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway? This is an interesting concept which we first learned about at a past ValueForum conference. And to best explain the concept, we need to start with the expected behavior of a stock on its ex-dividend date. For anyone unfamiliar with the term, the ex-dividend date marks the trading day when any buyer of the stock is no longer entitled to the referenced dividend — in other words, to be eligible to receive the dividend in question, one would have had to purchase their shares before the ex-dividend date. All else equal, the stock price would be expected to drop by the dividend amount on that ex-date (remember, that's "all else equal" and naturally other factors will drive stocks higher/lower on any given day). But think about it: if a buyer is entitled to a 0.15 dividend before ex-date, but no longer entitled to that amount on or after ex-date, then this drop makes perfect sense! Because if the shares didn't drop by that same 0.15 the next day, then effectively, buyers would effectively be paying 0.15 more for the same share of stock. But now think about this: if a stock is expected to drop by the dividend amount (all else equal) on ex-date, then in turn, shouldn't that stock be expected to rise sometime ahead of a dividend? After all, if a dividend-paying stock didn't ever rise and only fell on each and every ex-date, then eventually after enough dividend payments those shares would have fallen to zero. And that wouldn't make any sense for a company continually earning money and paying dividends. So indeed, "sometime" before a given dividend, there should be sort of a built-in "pressure" for a stock to gradually rise in expectation of that next cash dividend... in other words: pressure...

This morning a "Potential Dividend Run Alert" went out for Amgen Inc (NASD: AMGN), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway? This is an interesting concept which we first learned about at a past ValueForum conference. And to best explain the concept, we need to start with the expected behavior of a stock on its ex-dividend date. For anyone unfamiliar with the term, the ex-dividend date marks the trading day when any buyer of the stock is no longer entitled to the referenced dividend — in other words, to be eligible to receive the dividend in question, one would have had to purchase their shares before the ex-dividend date. All else equal, the stock price would be expected to drop by the dividend amount on that ex-date (remember, that's "all else equal" and naturally other factors will drive stocks higher/lower on any given day). But think about it: if a buyer is entitled to a 2.52 dividend before ex-date, but no longer entitled to that amount on or after ex-date, then this drop makes perfect sense! Because if the shares didn't drop by that same 2.52 the next day, then effectively, buyers would effectively be paying 2.52 more for the same share of stock. But now think about this: if a stock is expected to drop by the dividend amount (all else equal) on ex-date, then in turn, shouldn't that stock be expected to rise sometime ahead of a dividend? After all, if a dividend-paying stock didn't ever rise and only fell on each and every ex-date, then eventually after enough dividend payments those shares would have fallen to zero. And that wouldn't make any sense for a company continually earning money and paying dividends. So indeed, "sometime" before a given dividend, there should be sort of a built-in "pressure" for a stock to gradually rise in expectation of that next cash dividend... in other words: pressure for the stock to ha...

This morning a "Potential Dividend Run Alert" went out for Summit Hotel Properties Inc (NYSE: INN), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway? This is an interesting concept which we first learned about at a past ValueForum conference. And to best explain the concept, we need to start with the expected behavior of a stock on its ex-dividend date. For anyone unfamiliar with the term, the ex-dividend date marks the trading day when any buyer of the stock is no longer entitled to the referenced dividend — in other words, to be eligible to receive the dividend in question, one would have had to purchase their shares before the ex-dividend date. All else equal, the stock price would be expected to drop by the dividend amount on that ex-date (remember, that's "all else equal" and naturally other factors will drive stocks higher/lower on any given day). But think about it: if a buyer is entitled to a 0.08 dividend before ex-date, but no longer entitled to that amount on or after ex-date, then this drop makes perfect sense! Because if the shares didn't drop by that same 0.08 the next day, then effectively, buyers would effectively be paying 0.08 more for the same share of stock. But now think about this: if a stock is expected to drop by the dividend amount (all else equal) on ex-date, then in turn, shouldn't that stock be expected to rise sometime ahead of a dividend? After all, if a dividend-paying stock didn't ever rise and only fell on each and every ex-date, then eventually after enough dividend payments those shares would have fallen to zero. And that wouldn't make any sense for a company continually earning money and paying dividends. So indeed, "sometime" before a given dividend, there should be sort of a built-in "pressure" for a stock to gradually rise in expectation of that next cash dividend... in other words: pressure fo...

This morning a "Potential Dividend Run Alert" went out for Capital Southwest Corporation (NASD: CSWC), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway? This is an interesting concept which we first learned about at a past ValueForum conference. And to best explain the concept, we need to start with the expected behavior of a stock on its ex-dividend date. For anyone unfamiliar with the term, the ex-dividend date marks the trading day when any buyer of the stock is no longer entitled to the referenced dividend — in other words, to be eligible to receive the dividend in question, one would have had to purchase their shares before the ex-dividend date. All else equal, the stock price would be expected to drop by the dividend amount on that ex-date (remember, that's "all else equal" and naturally other factors will drive stocks higher/lower on any given day). But think about it: if a buyer is entitled to a 0.57 dividend before ex-date, but no longer entitled to that amount on or after ex-date, then this drop makes perfect sense! Because if the shares didn't drop by that same 0.57 the next day, then effectively, buyers would effectively be paying 0.57 more for the same share of stock. But now think about this: if a stock is expected to drop by the dividend amount (all else equal) on ex-date, then in turn, shouldn't that stock be expected to rise sometime ahead of a dividend? After all, if a dividend-paying stock didn't ever rise and only fell on each and every ex-date, then eventually after enough dividend payments those shares would have fallen to zero. And that wouldn't make any sense for a company continually earning money and paying dividends. So indeed, "sometime" before a given dividend, there should be sort of a built-in "pressure" for a stock to gradually rise in expectation of that next cash dividend... in other words: pressure...

A look at the weighted underlying holdings of the AGF U.S. Market Neutral Anti-Beta Fund (BTAL) shows an impressive 111.1% of holdings on a weighted basis have experienced insider buying within the past six months. Match Group Inc (Symbol: MTCH), which makes up 34.16% of the AGF U.S. Market Neutral Anti-Beta Fund (BTAL), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $152,173,401 worth of MTCH, making it the #152 largest holding. The table below details the recent insider buying activity observed at MTCH: MTCH — last trade: $30.38 — Recent Insider Buys: Purchased Insider Title Shares Price/Share Value 02/06/2025 Spencer M. Rascoff Chief Executive Officer 59,560 $34.41 $2,049,704 02/06/2025 Glenn Schiffman Director 3,000 $34.47 $103,410 And DENTSPLY SIRONA Inc (Symbol: XRAY), the #188 largest holding among components of the AGF U.S. Market Neutral Anti-Beta Fund (BTAL), shows 2 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $123,585,943 worth of XRAY, which represents approximately 27.74% of the ETF's total assets at last check. The recent insider buying activity observed at XRAY is detailed in the table below: XRAY — last trade: $13.68 — Recent Insider Buys: Purchased Insider Title Shares Price/Share Value 11/12/2024 Simon D. Campion President, CEO & Member of BOD 11,306 $17.72 $200,341 11/18/2024 Gregory T. Lucier Director 6,000 $18.35 $110,129 03/03/2025 Gregory T. Lucier Director 15,142 $16.51 $249,994 10 ETFs With Stocks That Insiders Are Buying » Also see: • GNSS Videos • JRS Historical Stock Prices • DLS market cap history The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Tesla invests $2B in Musk’s xAI Proactive Investors

Ana del Castillo/iStock Editorial via Getty Images Telefonica ( TEF ) remains a relatively undercovered telecommunications stock on SA. A good reflection of this is that the last few articles on the company, with the latest one found here , are predominantly my own. This is interesting from several points of view and perspectives. First of all, because the company is so significant in size, scope, and exposure. Secondly, because my coverage on the company has been mostly "correct" for the past year or so. By correct, I mean that I accurately rated both "BUY" and "HOLD" when it was time to exit. I also exited at the correct time, with my latest exit of the final remnants of the position being in August of last year. This was prior both to a significant FX underperformance, but more importantly, a significant share price underperformance as well. Seeking Alpha Telefonica RoR If you see above, you can note what has been happening since my coverage. What I'll be doing in this article is to determine whether the drop means that a "BUY" is now the best choice again. A few things to help us in this determination. First of all, we have the company's CMD which was in November, where it presented a brand new 2026-2030 strategy. I will be looking at this. Secondly, updated valuation and updated market outlook for telecommunications companies as a whole. I'm personally mostly "out" of telcos. Most of the ones, especially European ones, have become significantly overvalued. This was a major shift - at one time, almost 20% of my portfolio was entirely devoted to telcos, enjoying their good yield and stable earnings. But when a company reaches overvaluation, it doesn't really matter how good its fundamentals are to me. There's always elsewhere that's good to invest in and that carries less valuation-related risk. With that out of the way, let's see what we have here. Telefonica - Upside in a Few Contexts Following the Significant Drop Let's first begin by determining what caused t...

A look at the weighted underlying holdings of the U.S. Global Jets ETF (JETS) shows an impressive 13.4% of holdings on a weighted basis have experienced insider buying within the past six months. Southwest Airlines Co (Symbol: LUV), which makes up 11.11% of the U.S. Global Jets ETF (JETS), has seen 2 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $82,416,096 worth of LUV, making it the #1 largest holding. The table below details the recent insider buying activity observed at LUV: LUV — last trade: $40.86 — Recent Insider Buys: Purchased Insider Title Shares Price/Share Value 08/05/2025 Sarah Feinberg Director 1,500 $30.01 $45,008 08/06/2025 Gregg A. Saretsky Director 3,345 $30.03 $100,447 10 ETFs With Stocks That Insiders Are Buying » Also see: • ETFs Holding FN • Institutional Holders of GLXY • MDU Next Dividend Date The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.