The energy drink category is forecast to grow by double digits in 2026. *Stock prices used were the afternoon prices of April 1, 2026. The video was published on April 3, 2026. Continue reading
The energy drink category is forecast to grow by double digits in 2026. *Stock prices used were the afternoon prices of April 1, 2026. The video was published on April 3, 2026. Continue reading
The risks of a global recession are increasing with soaring oil prices. *Stock prices used were the afternoon prices of April 1, 2026. The video was published on April 3, 2026. Continue reading
The risks of a global recession are increasing with soaring oil prices. *Stock prices used were the afternoon prices of April 1, 2026. The video was published on April 3, 2026. Continue reading
Stock markets are starting the year on the back foot, creating an attractive buying opportunity for investors. *Stock prices used were the afternoon prices of April 1, 2026. The video was published on April 3, 2026. Continue reading
Stock markets are starting the year on the back foot, creating an attractive buying opportunity for investors. *Stock prices used were the afternoon prices of April 1, 2026. The video was published on April 3, 2026. Continue reading
Eoneren/iStock via Getty Images Written by Nick Ackerman, co-produced by Stanford Chemist With the broader equity markets starting to wobble into pullback territory, it can be a good time to start looking at places to put some of your dry powder. In the closed-end fund space, we also receive an additional opportunity via the discount/premium mechanic inherent in the fund's structure. That is, the ...
Eoneren/iStock via Getty Images Written by Nick Ackerman, co-produced by Stanford Chemist With the broader equity markets starting to wobble into pullback territory, it can be a good time to start looking at places to put some of your dry powder. In the closed-end fund space, we also receive an additional opportunity via the discount/premium mechanic inherent in the fund's structure. That is, the share price can trade wildly different from the actual underlying net asset value per share. That can create a 'sale' opportunity of picking up assets below their NAV. With increased volatility, that also tends to widen discounts out further as CEFs are primarily retail-focused instruments. That tends to make them more susceptible to emotions and put additional pressure during sell-offs. With that said, today we'll be looking at two closed-end funds that I believe are worth considering as the broader equity markets take a breather. These funds also employ an options writing overlay strategy to help generate their higher-than-usual distribution rates to investors. That can make them more ideal for an income-focused investor. #1 Nuveen Core Equity Alpha Fund ( JCE ) 1-Year Z-score: -1.02 Discount/Premium: -6.71% Distribution Yield: 9.18% Expense Ratio: 0.99% Leverage: N/A Managed Assets: $286.3 million Structure: Perpetual JCE's investment objective is "to provide an attractive level of total return, primarily through long-term capital appreciation and secondarily through income and gains." To achieve this, the fund will invest "in a portfolio of actively managed large-capitalization common stocks, using a proprietary quantitative process designed to provide the potential for long-term outperformance." They will additionally "sell call options with a notional value of up to 50% of the Fund's equity portfolio in seeking to enhance risk-adjusted performance relative to an all-equity portfolio." The construction of the fund ends up making it hold a portfolio that mirrors the S&P...
America Dependent On Chinese Electrical Parts For AI Build-Out The race for U.S. leadership in AI is hitting a tangible wall made of steel, copper, and imported circuit breakers . Trillions in planned spending on data centers are running up against chronic shortages of transformers, switchgear, and batteries, the unglamorous gear that actually delivers power to the racks. AI Takeover Complete: Dat...
America Dependent On Chinese Electrical Parts For AI Build-Out The race for U.S. leadership in AI is hitting a tangible wall made of steel, copper, and imported circuit breakers . Trillions in planned spending on data centers are running up against chronic shortages of transformers, switchgear, and batteries, the unglamorous gear that actually delivers power to the racks. AI Takeover Complete: Data Center Construction Surpasses Office Construction For The First Time https://t.co/g5WxE9glY3 — zerohedge (@zerohedge) February 27, 2026 Domestic production has not scaled anywhere near fast enough, leaving developers with little choice but to lean on overseas suppliers, predominantly from China . The result is lengthening lead times that threaten to push back or cancel projects already baked into corporate budgets and national strategy. Bloomberg reports electrical equipment, though a small slice of total project costs, is the component that can bring everything to a halt . Their leading example is the massive facility under construction in Abilene, TX, expected to draw as much as 1.2 gigawatts once it serves OpenAI. For comparison, that's more energy than a Westinghouse AP1000 reactor can provide ... We previously pointed out exactly this vulnerability back in August 2025 when Wood Mackenzie sounded the alarm on transformer shortages. The consultancy projected demand would exceed supply by 30 percent that year alone, with U.S. manufacturers able to cover only a fraction of needs and roughly 80 percent of units imported. We warned then that the AI boom was colliding with a grid already buckling under failed green policies and surging electricity loads , a dynamic that has only intensified since. In January, we highlighted America’s aging power infrastructure , showing how data-center demand is now a measurable slice of national consumption and exposing decades of underinvestment that no amount of policy rhetoric can paper over. The current administration is doing what the...
bymuratdeniz/iStock via Getty Images Welcome to another installment of our CEF Market Weekly Review, where we discuss closed-end fund [CEF] market activity from both the bottom-up - highlighting individual fund news and events - as well as the top-down - providing an overview of the broader market. We also try to provide some historical context as well as the relevant themes that look to be drivin...
bymuratdeniz/iStock via Getty Images Welcome to another installment of our CEF Market Weekly Review, where we discuss closed-end fund [CEF] market activity from both the bottom-up - highlighting individual fund news and events - as well as the top-down - providing an overview of the broader market. We also try to provide some historical context as well as the relevant themes that look to be driving markets or that investors ought to be mindful of. This update covers the period through the last week of March. Be sure to check out our other weekly updates covering the business development company [BDC] as well as the preferreds/baby bond markets for perspectives across the broader income space. Market Action CEFs were mostly down this week, in line with nearly all other income asset classes. All but two sectors - Utilities and MLPs - finished in the red. Discounts were mostly wider as well. Systematic Income Over March, EM Equity, REITs and Covered Calls underperformed, while the loan sector and MLPs outperformed. Systematic Income March was the worst month for the CEF space in more than three years. Systematic Income The median CEF sector discount has moved well wider of its historic average level. Systematic Income We are now beginning to see value in the broader CEF space outside the loan sector, where we still prefer BDC exposure. Market Themes Local-currency CEF EDD bumped its quarterly distribution. The fund’s NII has benefitted from three main factors. One is the general rise in yields since 2022. Two, emerging market currencies have generally strengthened against the USD over the last couple of years, with a partial reversal since the start of the Iran conflict. Three, it has a small credit facility with a floating rate whose interest expense has fallen with the drop in short-term rates. The primary driver of local EM debt performance is FX. A weaker USD will generate positive returns, all else equal, as it has over the past year or so. In a down market such a...
Nvidia (NasdaqGS:NVDA) announced a US$2b partnership with Marvell focused on connecting Marvell’s custom XPUs and networking products into Nvidia’s NVLink Fusion platform. The agreement extends Nvidia’s AI infrastructure into data centers and telecom networks, including AI powered telecommunications and silicon photonics. The deal also includes work on semi custom AI architectures and AI RAN for 5...
Nvidia (NasdaqGS:NVDA) announced a US$2b partnership with Marvell focused on connecting Marvell’s custom XPUs and networking products into Nvidia’s NVLink Fusion platform. The agreement extends Nvidia’s AI infrastructure into data centers and telecom networks, including AI powered telecommunications and silicon photonics. The deal also includes work on semi custom AI architectures and AI RAN for 5G and 6G, and involves direct equity investment and ecosystem collaboration. Nvidia has been...
In late March 2026, Micron Technology, Inc. completed cash tender offers for six series of senior notes maturing between 2031 and 2035, with holders tendering the bulk of the outstanding principal and Micron set to pay for accepted notes on April 3, 2026. This move to retire a large portion of long-dated debt comes as Micron is committing very large capital expenditure to expand AI-focused memory ...
In late March 2026, Micron Technology, Inc. completed cash tender offers for six series of senior notes maturing between 2031 and 2035, with holders tendering the bulk of the outstanding principal and Micron set to pay for accepted notes on April 3, 2026. This move to retire a large portion of long-dated debt comes as Micron is committing very large capital expenditure to expand AI-focused memory capacity, reshaping its balance sheet while funding growth. We’ll now examine how Micron’s...