This morning a "Potential Dividend Run Alert" went out for Otter Tail Corp. (NASD: OTTR), 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...
This morning a "Potential Dividend Run Alert" went out for Otter Tail Corp. (NASD: OTTR), 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 0.578 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 0.578 the next day, then effectively, buyers would effectively be paying 0.578 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 s...
A look at the weighted underlying holdings of the VanEck Social Sentiment ETF (BUZZ) shows an impressive 12.5% of holdings on a weighted basis have experienced insider buying within the past six months. GameStop Corp (Symbol: GME), which makes up 3.19% of the VanEck Social Sentiment ETF (BUZZ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4...
A look at the weighted underlying holdings of the VanEck Social Sentiment ETF (BUZZ) shows an impressive 12.5% of holdings on a weighted basis have experienced insider buying within the past six months. GameStop Corp (Symbol: GME), which makes up 3.19% of the VanEck Social Sentiment ETF (BUZZ), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $3,700,446 worth of GME, making it the #5 largest holding. The table below details the recent insider buying activity observed at GME: GME — last trade: $23.64 — Recent Insider Buys: Purchased Insider Title Shares Price/Share Value 01/20/2026 Alain Attal Director 12,000 $20.90 $250,798 01/21/2026 Alain Attal Director 12,000 $21.63 $259,577 01/21/2026 Ryan Cohen President, CEO and Chairman 1,000,000 $21.36 $21,359,200 01/23/2026 Lawrence Cheng Director 5,000 $22.87 $114,368 And DraftKings Inc (Symbol: DKNG), the #56 largest holding among components of the VanEck Social Sentiment ETF (BUZZ), shows 2 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $441,989 worth of DKNG, which represents approximately 0.38% of the ETF's total assets at last check. The recent insider buying activity observed at DKNG is detailed in the table below: DKNG — last trade: $30.12 — Recent Insider Buys: Purchased Insider Title Shares Price/Share Value 11/11/2025 Harry Sloan Director 25,000 $30.30 $757,500 11/11/2025 Gregory Westin Wendt Director 10,000 $30.27 $302,700 10 ETFs With Stocks That Insiders Are Buying » Also see: Ex-Dividend Calendar Institutional Holders of LFAW WEBR Stock Predictions The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Tesla stock opened on Thursday at $437.76, up about $6, and traded as high as $439.88, before falling back to $429.69, down 0.4%. The S&P 500 and Dow Jones Industrial Average were flat and up 0.3%, respectively.
Tesla stock opened on Thursday at $437.76, up about $6, and traded as high as $439.88, before falling back to $429.69, down 0.4%. The S&P 500 and Dow Jones Industrial Average were flat and up 0.3%, respectively.
Here are three mining companies you'll want to keep an eye on this year. Rare-earth stocks are grabbing headlines lately, as China tightens its grip on exports in the midst of the ongoing trade war with the United States. With the spotlight on critical minerals, U.S. policymakers are prioritizing mining, production, and processing to bolster domestic manufacturing. Three stocks to pay close attent...
Here are three mining companies you'll want to keep an eye on this year. Rare-earth stocks are grabbing headlines lately, as China tightens its grip on exports in the midst of the ongoing trade war with the United States. With the spotlight on critical minerals, U.S. policymakers are prioritizing mining, production, and processing to bolster domestic manufacturing. Three stocks to pay close attention to in 2026 are MP Materials (MP 10.52%), The Metals Company (TMC 9.33%), and USA Rare Earth (USAR 14.71%). Here's what investors need to know about investing in these up-and-coming mining stocks. MP Materials MP Materials owns and operates the only rare-earth mining and processing site of scale in North America. Its Mountain Pass Rare Earth Mine and Processing facility in California is one of only two large-scale light rare-earth production facilities outside China. Expand NYSE : MP MP Materials Today's Change ( -10.52 %) $ -7.05 Current Price $ 59.96 Key Data Points Market Cap $12B Day's Range $ 59.92 - $ 65.18 52wk Range $ 18.64 - $ 100.25 Volume 174K Avg Vol 9.4M Gross Margin -2627.54 % The Mountain Pass facility produces refined rare-earth oxides, specifically Neodymium-Praseodymium (NdPr) oxide, which is the primary ingredient in powerful magnets used in electric vehicles, hard drive disks, and consumer electronics. NdPr metal is primarily produced through third-party processors (tolling) in Southeast Asia, with more to come at the company's new Independence Facility in Fort Worth, Texas. In July 2025, MP Materials ceased all sales of its products to China to align with U.S. national security objectives. The company's Independence Facility is a key aspect of its strategy to localize its supply chain, which began generating revenue in the first quarter last year. In addition, MP is planning a massive expansion to build a second manufacturing space, the 10X Facility, which will increase its U.S. magnet manufacturing capacity from 1,000 to 10,000 metric tons annually....
Tesla (NASDAQ:TSLA) CEO Elon Musk declared this week that the company’s Optimus 3 humanoid robot will “move the needle” on US GDP, backing the claim with a $20 billion capital spending commitment focused on robotics and autonomous vehicles. Tesla is discontinuing its Model S and Model X to convert Fremont factory space for Optimus production, ... Musk Claims Tesla’s Optimus 3 Robot Will ‘Move the ...
Tesla (NASDAQ:TSLA) CEO Elon Musk declared this week that the company’s Optimus 3 humanoid robot will “move the needle” on US GDP, backing the claim with a $20 billion capital spending commitment focused on robotics and autonomous vehicles. Tesla is discontinuing its Model S and Model X to convert Fremont factory space for Optimus production, ... Musk Claims Tesla’s Optimus 3 Robot Will ‘Move the Needle’ on US GDP
danlogan/iStock Editorial via Getty Images MarineMax ( HZO ) is pinned down in early trading and set to trade lower for a sixth consecutive day on the heels of fiscal first quarter results that revealed a wider-than-expected loss that reflected the challenging environment in the recreational boating industry. “As anticipated, retail margin pressure persisted across the recreational boating industr...
danlogan/iStock Editorial via Getty Images MarineMax ( HZO ) is pinned down in early trading and set to trade lower for a sixth consecutive day on the heels of fiscal first quarter results that revealed a wider-than-expected loss that reflected the challenging environment in the recreational boating industry. “As anticipated, retail margin pressure persisted across the recreational boating industry in the December quarter, reflecting continued uncertainty and competitive dynamics, including elevated promotional activity, as the industry continues to right-size inventory,” said Brett McGill, CEO, and President of MarineMax, adding that inventory levels are expected to normalize in the second half of the year, positioning MarineMax ( HZO ) for a “gradual improvement in margin performance.” For 2026, MarineMax ( HZO ) is expected to earn a profit between $0.40 and $0.95 per share, with a midpoint of $0.68 that is below $0.71 expectations. This wide range assumes that the company’s positioning in the premium segment will result in outperformance as “broader market conditions improve” into the spring selling season. For the fiscal first quarter, MarineMax ( HZO ) reported a loss of $0.21 per share versus a profit of $0.17 per share a year ago. This was $0.13 worse than anticipated. And despite a 10% increase in same-store sales, revenue fell 20% to $505.2M due to the impact of Hurricanes Helene and Milton, although beating estimates by $23M. Increased promotional pricing and sales mix compressed gross profit margins by 440 basis points to 31.8%. MarineMax ( HZO ) shares opened nearly 6% lower on Thursday, breaching support at the 100-day moving average. More on MarineMax MarineMax: The Ride Risks Getting Bumpy (Rating Downgrade) MarineMax, Inc. 2025 Q4 - Results - Earnings Call Presentation MarineMax, Inc. (HZO) Q4 2025 Earnings Call Transcript MarineMax Non-GAAP EPS of -$0.21 misses by $0.13, revenue of $505.2M beats by $22.57M MarineMax Q1 2026 Earnings Preview
Bloomberg Tesla Inc. will spend over $20 billion on a dramatic reshuffling of factory lines reflecting Elon Musk’s repositioning of the carmaker coming off a multiyear sales slump. The capital expenditures planned for 2026 — more than double last year’s outlay and almost twice as much as Wall Street was expecting — will go to ramping up production of cars, batteries and robots across half a dozen ...
Bloomberg Tesla Inc. will spend over $20 billion on a dramatic reshuffling of factory lines reflecting Elon Musk’s repositioning of the carmaker coming off a multiyear sales slump. The capital expenditures planned for 2026 — more than double last year’s outlay and almost twice as much as Wall Street was expecting — will go to ramping up production of cars, batteries and robots across half a dozen plants. To make room for new Optimus humanoids, Tesla will discontinue its two oldest vehicles, the Model S sedan and Model X SUV. Most Read from Bloomberg “We’re making very, very big investments,” Musk said on a call after Tesla released better-than-expected quarterly results. Tesla shares fell less than 1% as the markets opened Thursday in New York, erasing a premarket gain. WATCH: Ross Gerber, president, CEO and co-founder of Gerber Kawasaki, says shareholders have no say in how Tesla CEO Elon Musk runs the company. Source: Bloomberg Tesla also announced a surprise agreement to invest about $2 billion into Musk’s money-losing artificial intelligence startup, xAI, and signaled it’s likely to build a semiconductor manufacturing facility. The moves underscore Tesla’s ambitions to reorient around AI, driverless technology and robots at the expense of its car business, which faces more challenges in 2026 after consecutive annual sales declines. Investors have broadly supported the reinvention, even as the new business lines either remain far off or uncertain to succeed. Neither the broader auto industry’s EV winter nor Tesla’s earnings beat garnered much attention on Wednesday’s call. “This quarter officially marks the fundamental shift from EV company to an all-in bet on robotaxi, energy and Optimus,” said Andrew Rocco, an analyst with Zacks Investment Research. “It looks like they’re almost ready to tear off the Band-Aid on the EV business and go full in on autonomy.” AI Agreement Tesla agreed this month to acquire preferred shares in xAI as part of the closely held compan...
This article first appeared on GuruFocus. Meta Platforms Inc. (NASDAQ:META) delivered a quarterly update that could ease investor anxiety around its rapidly expanding artificial intelligence ambitions. The company topped expectations for fourth-quarter revenue and issued a stronger-than-forecast outlook for the current period, helping reassure markets that its core advertising engine remains resil...
This article first appeared on GuruFocus. Meta Platforms Inc. (NASDAQ:META) delivered a quarterly update that could ease investor anxiety around its rapidly expanding artificial intelligence ambitions. The company topped expectations for fourth-quarter revenue and issued a stronger-than-forecast outlook for the current period, helping reassure markets that its core advertising engine remains resilient even as spending accelerates. Shares jumped more than 11% in extended trading, a sharp contrast to the more skeptical reaction investors showed toward other large technology companies outlining similarly aggressive investment plans. Management leaned into that message on the earnings call, outlining a capital expenditure range of $115 billion to $135 billion for the full year, above the $110.6 billion analyst average cited by Bloomberg. Chief Executive Officer Mark Zuckerberg framed the strategy as a deliberate effort to front-load computing capacity, infrastructure, and talent in preparation for what he described as a long-term push toward advanced AI capabilities. While acknowledging that Meta's first wave of new AI models may not immediately impress, Zuckerberg suggested the trajectory of improvement over time could be more important than initial performance. That spending push is being underwritten by advertising momentum. Meta forecast first-quarter revenue of $53.5 billion to $56.5 billion, ahead of consensus estimates, and reported fourth-quarter sales of $59.9 billion, also beating expectations. Chief Financial Officer Susan Li pointed to AI-driven improvements in ad targeting and content recommendations as a key driver of that strength, even as questions persist about how quickly AI investments could translate into new standalone revenue streams. Elsewhere, Reality Labs continued to weigh on results, posting more than $6 billion in operating losses in the fourth quarter, prompting Meta to cut about 10% of staff in that unit earlier this month as it reallocates...
格隆汇1月29日｜ServiceNow(NOW.US)一度跌超11%，最低触及115.01美元，创逾八年新低。消息面上，ServiceNow去年第四季度订阅收入同比增长21%至34.7亿美元，剔除部分项目后的每股收益为92美分，均超过市场预期。截至去年12月31日，年度合同价值超过500万美元的客户数量从上一季度的553家增加至603家。 然而，投资者仍担忧生成式AI将重塑行业格局，进而削弱ServiceNow的市场地位。RBC Capital Markets分析师Matthew Hedberg指出，虽然财报和指引在很大程度上符合甚至好于预期，但股价的下跌令人感到意外，这反映了当前市场对软件行业估值逻辑的深刻分歧。(格隆汇)
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) rattled investors after reporting a sharp acceleration in spending alongside slightly slower cloud growth, a mix that could suggest the payoff from its AI push may take longer than some had anticipated. Capital expenditures surged to a record $37.5 billion in the fiscal second quarter, up 66% from a year earlier and above expectatio...
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) rattled investors after reporting a sharp acceleration in spending alongside slightly slower cloud growth, a mix that could suggest the payoff from its AI push may take longer than some had anticipated. Capital expenditures surged to a record $37.5 billion in the fiscal second quarter, up 66% from a year earlier and above expectations, while Azure revenue grew 38% on a constant-currency basis, matching forecasts but slowing modestly from the prior quarter. Management guided for Azure growth of 37% to 38% in the current quarter, and the shares fell about 7% in extended trading after closing at $481.63. During the earnings call, executives sought to reframe concerns around the pace of returns on that spending. Chief Financial Officer Amy Hood said a meaningful portion of new cloud capacity is being used internally, supporting products such as Copilot, and suggested Azure's reported growth would have been notably higher if all of that capacity had been directed to external customers. Chief Executive Officer Satya Nadella added that companies are now paying for 15 million M365 Copilot subscriptions, pointing to expanding adoption across Microsoft's large enterprise customer base as AI capabilities are increasingly embedded into productivity software and cloud services. The quarter still delivered stronger-than-expected financial results, with revenue rising 17% to $81.3 billion and earnings reaching $5.16 per share, aided by $1.02 per share from gains tied to Microsoft's OpenAI investment. The company also disclosed that customer commitments expected to convert into future revenue more than doubled from a year earlier, driven primarily by a new $250 billion OpenAI deal that accounted for 45% of a $625 billion backlog at the end of December. As the first major cloud provider to report this season, Microsoft's results arrive ahead of earnings from Alphabet and Amazon, while Meta Platforms (NASDAQ:META) drew...
New York, Jan 29, 2026, 08:58 (EST) — Premarket Nvidia shares climbed roughly 1.6% in premarket trading after CEO Jensen Huang revealed that China is close to finalising a licence for the H200 AI chip Beijing has given the green light to ByteDance, Alibaba, and Tencent to purchase over 400,000 H200 chips, but only under certain conditions, according to a Reuters report Microsoft and Meta’s hefty c...
New York, Jan 29, 2026, 08:58 (EST) — Premarket Nvidia shares climbed roughly 1.6% in premarket trading after CEO Jensen Huang revealed that China is close to finalising a licence for the H200 AI chip Beijing has given the green light to ByteDance, Alibaba, and Tencent to purchase over 400,000 H200 chips, but only under certain conditions, according to a Reuters report Microsoft and Meta’s hefty capital spending plans kept attention fixed on AI chip demand—and the bottlenecks in supply. NVIDIA Corporation (NVDA.O) shares climbed roughly 1.6% to $191.52 in premarket Thursday. CEO Jensen Huang revealed China is wrapping up the license approval for their H200 AI chip, expressing hope for a “favourable decision.” The stock had closed at $188.45. (Reuters) The timing is crucial. China has allowed ByteDance, Alibaba, and Tencent to acquire more than 400,000 H200 chips combined, but the approvals come with conditions still being finalized, sources told Reuters. So far, customers haven’t turned those permits into actual orders. The report also noted Chinese officials are considering rules that might require buyers to use foreign chips alongside domestic ones—a sharp reminder that political shifts can be as rapid as demand changes. (Reuters) Nvidia’s top customers are pumping more cash into AI infrastructure—data centers and servers powering AI models. Microsoft, for example, spent $37.5 billion on capital expenditures in its latest quarter, with roughly two-thirds funneled into computing chips. CEO Satya Nadella told analysts the company is trying to “allocate capacity” amid ongoing “supply constraints.” (Capex includes servers, chips, and data-center expansions.) (Reuters) Meta is ramping up spending. The Facebook parent company expects capital expenditures between $115 billion and $135 billion in 2026. CFO Susan Li cautioned that capacity constraints will persist through much of next year. CEO Mark Zuckerberg told analysts, “This is going to be a big year for delivering p...
Giverny Capital Asset Management underperformed the benchmark during the fourth quarter as the continued outperformance by a handful of technology giants relative to all other stocks continued to hurt the fund. The fund, in its quarterly letter, informed that it exited Align Technology ( ALGN ), CarMax ( KMX ), Credit Acceptance ( CACC ), and Fiserv ( FISV ) during the quarter. On the other hand, ...
Giverny Capital Asset Management underperformed the benchmark during the fourth quarter as the continued outperformance by a handful of technology giants relative to all other stocks continued to hurt the fund. The fund, in its quarterly letter, informed that it exited Align Technology ( ALGN ), CarMax ( KMX ), Credit Acceptance ( CACC ), and Fiserv ( FISV ) during the quarter. On the other hand, it initiated new positions in Watsco ( WSO ) and Hawkins ( HWKN ). The firm also increased its position in TWFG ( TWFG ) and Kinsale Capital Group ( KNSL ). During the quarter, the fund trimmed Ametek ( AME ), saying that the stock had become expensive relative to its growth rate. Source: Quarterly fund letter More on Align Technology, Watsco, etc. Hawkins Inc.: Long Runway Of Potential Acquisitions It Could Compound Well We Think Watsco Can Resume Growing Earnings CarMax: Downgrade To Sell On Unjustified Valuation Multiple Wholesale used car prices rise in the U.S. for the second straight month CarMax signals aggressive pricing and $150M SG&A reduction plan amid leadership transition
First Mid Bancshares ( FMBH ) declares $0.25/share quarterly dividend , in line with previous. Forward yield 2.33% Payable Feb. 27; for shareholders of record Feb. 12; ex-div Feb. 12. See FMBH Dividend Scorecard, Yield Chart, & Dividend Growth. More on First Mid Bancshares First Mid Bancshares Non-GAAP EPS of $1.06, revenue of $88.0M Seeking Alpha’s Quant Rating on First Mid Bancshares Historical ...
First Mid Bancshares ( FMBH ) declares $0.25/share quarterly dividend , in line with previous. Forward yield 2.33% Payable Feb. 27; for shareholders of record Feb. 12; ex-div Feb. 12. See FMBH Dividend Scorecard, Yield Chart, & Dividend Growth. More on First Mid Bancshares First Mid Bancshares Non-GAAP EPS of $1.06, revenue of $88.0M Seeking Alpha’s Quant Rating on First Mid Bancshares Historical earnings data for First Mid Bancshares Dividend scorecard for First Mid Bancshares Financial information for First Mid Bancshares
The most talked about and market moving research calls around Wall Street are now in one place. Here are today’s research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential HSBC upgraded UPS (UPS) to Buy from Hold with a price target of $125, up from $100. Q4 results beat expe...
The most talked about and market moving research calls around Wall Street are now in one place. Here are today’s research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential HSBC upgraded UPS (UPS) to Buy from Hold with a price target of $125, up from $100. Q4 results beat expectations and while in-line 2026 guidance implies a weak Q1, it also points to strong margins by the end of 2026 when the Amazon (AMZN) glide down and tariff disruptions fade, the firm tells investors in a post-earnings note. BofA upgraded Texas Instruments (TXN) to Neutral from Underperform with a price target of $235, up from $185. Driven by industrial inventory replenishment, emerging growth in data center power, connectivity and aero, and defense markets as well as automotive content gains, less-crowded analog stocks such as Texas Instruments “can reenergize,” the firm added. BofA upgraded Microchip (MCHP) to Buy from Neutral with a price target of $95, up from $78. Microchip is trading at a premium multiple, but the firm sees significant headroom for earnings upgrades since its raised calendar year 2027 sales forecast of $7B is below the company’s prior $8B-plus peak. Rothschild & Co Redburn upgraded Visa (V) to Buy from Neutral with a price target of $385, up from $327. The firm believes the “pricing power” from a more fragmented e-commerce backdrop as agentic commerce ramps will result in a shift away from large merchants back to the card networks.