Micron Technology (NASDAQ:MU) and Western Digital (NASDAQ:WDC) have spent a decade riding one of the most volatile cycles in technology. Both sit at the intersection of memory and storage, and both have been rewired by the AI buildout. The returns reflect it. Two Very Different Paths Micron spent years trapped in the boom-bust rhythm of ... Had You Invested $1,000 in Micron or Western Digital 10 Y...
Micron Technology (NASDAQ:MU) and Western Digital (NASDAQ:WDC) have spent a decade riding one of the most volatile cycles in technology. Both sit at the intersection of memory and storage, and both have been rewired by the AI buildout. The returns reflect it. Two Very Different Paths Micron spent years trapped in the boom-bust rhythm of ... Had You Invested $1,000 in Micron or Western Digital 10 Years Ago, Here’s How Much You’d Have Today
The world's largest exchange-traded fund, SPDR S&P 500 Trust ( SPY ), saw inflows of $8.98B for the week ending March 27, while its price decreased by 3.25%. iShares Silver Trust ETF ( SLV ) recorded inflows totaling $370.91M, while its price increased by 1.55% during the week. On the other hand, the Gold SPDR Gold Shares ETF ( GLD ) recorded outflows totaling $1.08B last week while GLD prices ros...
The world's largest exchange-traded fund, SPDR S&P 500 Trust ( SPY ), saw inflows of $8.98B for the week ending March 27, while its price decreased by 3.25%. iShares Silver Trust ETF ( SLV ) recorded inflows totaling $370.91M, while its price increased by 1.55% during the week. On the other hand, the Gold SPDR Gold Shares ETF ( GLD ) recorded outflows totaling $1.08B last week while GLD prices rose 2.64% during the week. iShares Bitcoin Trust ETF ( IBIT ) saw an outflow of $2.49M last week, while Bitcoin ( BTC-USD ) slipped 5.93% during the same period. Last week’s inflows/outflows The 11 S&P 500 sector tracking ETFs collectively recorded inflows of about $200.21M last week, according to data from etfdb.com. The Financial Sector ( XLF ) led sector inflows totaling $975M, while six out of 11 sectors saw money flowing out of their respective sector-wise funds. The Industrial Select Sector SPDR Fund ( XLI ) reported a weekly inflow of $435.49M, followed by the Communication Services Select Sector SPDR Fund ( XLC ) with inflows of $95.04M. The biggest outflows last week were seen in the Consumer Staples Select Sector SPDR Fund ( XLP ), totaling $605.91M, followed by the Materials Select Sector SPDR Fund ( XLB ) with outflows of $250.24M. The Utilities Select Sector SPDR Fund ( XLU ) recorded an outflow of $239.42M last week. Breakdown of S&P 500 sector fund flows: Name of fund Ticker Inflows Financial Select Sector SPDR Fund ( XLF ) $975M Industrial Select Sector SPDR Fund ( XLI ) $435.49M Communication Services Select Sector SPDR Fund ( XLC ) $95.04M Real Estate Select Sector SPDR Fund ( XLRE ) $52.18M Health Care Select Sector SPDR Fund ( XLV ) $29.25M Consumer Discretionary Select Sector SPDR Fund ( XLY ) ($18.37M) Technology Select Sector SPDR Fund ( XLK ) ($69.66M) Energy Select Sector SPDR Fund ( XLE ) ($203.15M) Utilities Select Sector SPDR Fund ( XLU ) ($239.42M) Materials Select Sector SPDR Fund ( XLB ) ($250.24M) Consumer Staples Select Sector SPDR Fund ( XLP ...
SolStock/E+ via Getty Images Things are not about to get easier for Nomad Foods ( NOMD ). After a melange of headwinds weighed heavily on the firm's operating metrics in 2025, management expects the trend to carry over into 2026, guiding to another year of declining revenue and earnings. Oh, and this guidance was delivered before the start of the war in Iran. The market has not taken the news well...
SolStock/E+ via Getty Images Things are not about to get easier for Nomad Foods ( NOMD ). After a melange of headwinds weighed heavily on the firm's operating metrics in 2025, management expects the trend to carry over into 2026, guiding to another year of declining revenue and earnings. Oh, and this guidance was delivered before the start of the war in Iran. The market has not taken the news well. Nomad's stock has delivered a circa 18% loss since my last update in October, making a mockery of that article's "Strong Buy" rating. There is a lot for prospective investors to chew on here. Already difficult, Nomad's operating environment could be made a lot worse by the economic fallout from events in the Middle East. Leverage is also considerable. In recognition of this, Nomad's shares now trade for less than 6x guided forward EPS. For that reason, I continue to rate shares "Strong Buy." Data by YCharts No Relief In 2026 To quickly recap, Nomad Foods is one of the largest frozen food players in Europe. Many of its brands, which include Birds Eye , Findus, iglo, and Goodfella's , will be household names for readers on the continent. If you're reading from elsewhere, then think frozen fish, poultry, vegetables, ice cream, and pizza. The company has been beset by a number of headwinds: fragile consumer sentiment, cost inflation, and retail inventory destocking chief among them. Record-warm temperatures in the summer didn't help either (unsurprisingly, people typically don't want to eat fish fingers when it's very hot!). All of this has contributed to weak revenue and even weaker earnings. While this was already apparent at the time of my last piece, things haven't improved in the interim, with Nomad's volume and organic revenue both falling by around 1% in the final quarter of 2025. On the plus side, retail sell-out was modestly positive (+0.7%) and represented an acceleration on earlier periods (full-year sell-out was 0.4%). As for earnings, with supply chain inflation ...
primeimages/E+ via Getty Images Use for High-quality income opportunities Objective Current income and capital preservation Morningstar category Securitized Bond - Diversified Highlights MBS saw positive returns in the fourth quarter. The fund ( JHMB ) underperformed its benchmark, the Bloomberg U.S. MBS Index. Yield curve positioning contributed positively to performance, while sector allocation ...
primeimages/E+ via Getty Images Use for High-quality income opportunities Objective Current income and capital preservation Morningstar category Securitized Bond - Diversified Highlights MBS saw positive returns in the fourth quarter. The fund ( JHMB ) underperformed its benchmark, the Bloomberg U.S. MBS Index. Yield curve positioning contributed positively to performance, while sector allocation and individual security selection detracted from relative results. Market review and outlook U.S. mortgage-backed securities (MBS) posted positive returns in the fourth quarter, capping a solid year of performance. Despite further declines in consumer sentiment, the U.S. economy posted its fastest quarterly growth rate in two years in the third quarter, led by strong consumer spending. Nonetheless, continued weakness in the labor market, including a four-year high in the unemployment rate, led the U.S. Federal Reserve (Fed) to cut short-term interest rates twice during the quarter. The Fed's decision-making was complicated by the longest federal government shutdown in the nation's history, which caused delays and hiccups in the government's economic data collection and reporting. MBS outperformed the broader bond market, benefiting from relatively high yields. The yield curve steepened during the quarter as short-term bond yields declined, reflecting the Fed rate cuts, while intermediate-term bond yields were largely unchanged, and long-term bond yields rose slightly. The economic and political uncertainty that permeated the financial markets in 2025 is likely to remain a significant factor in the coming year. The market consensus regarding the Fed in 2026 is for two interest rate cuts, but that outlook could be impacted by both economic developments and a new Fed chair, who will be appointed when the current chair's term expires in May. Contributors and detractors The fund underperformed the benchmark in the fourth quarter, primarily due to sector allocation. Positions in ...
Halo Vista, the 2,300-acre master-planned development north of Phoenix, will sit immediately adjacent to the Taiwan Semiconductor Manufacturing Company’s $65 billion campus.
Halo Vista, the 2,300-acre master-planned development north of Phoenix, will sit immediately adjacent to the Taiwan Semiconductor Manufacturing Company’s $65 billion campus.
By Jonathan Stempel March 31 (Reuters) - Warren Buffett on Tuesday declined to commit to continuing his annual multibillion-dollar donations to the Gates Foundation, following the recent release of
By Jonathan Stempel March 31 (Reuters) - Warren Buffett on Tuesday declined to commit to continuing his annual multibillion-dollar donations to the Gates Foundation, following the recent release of
Nearly a quarter of voters cite Reform leader’s support for US president as main reason against voting for his party By day 31 of the war in the Middle East, Nigel Farage had become somewhat less vocal about the closeness of his relationship with Donald Trump. “Trying to read what’s really in the minds of people in the White House right at the moment is a mug’s game,” said the MP, as he unveiled h...
Nearly a quarter of voters cite Reform leader’s support for US president as main reason against voting for his party By day 31 of the war in the Middle East, Nigel Farage had become somewhat less vocal about the closeness of his relationship with Donald Trump. “Trying to read what’s really in the minds of people in the White House right at the moment is a mug’s game,” said the MP, as he unveiled his party’s latest “pledge” to cut the cost of living on Tuesday. Continue reading...
May arabica coffee (KCK26 ) today is up +3.40 (+1.16%), and May ICE robusta coffee (RMK26 ) is up +77 (+2.25%). Coffee prices are moving sharply higher today as a rally in the Brazilian real (^USDBRL ) to a 1.5-week high has sparked short covering in coffee futures. The stronger...
May arabica coffee (KCK26 ) today is up +3.40 (+1.16%), and May ICE robusta coffee (RMK26 ) is up +77 (+2.25%). Coffee prices are moving sharply higher today as a rally in the Brazilian real (^USDBRL ) to a 1.5-week high has sparked short covering in coffee futures. The stronger...
The German chancellor has drawn condemnation from NGOs and members of his own government Friedrich Merz has drawn condemnation from NGOs and members of his own government after he called for the vast majority of Syrians living in Germany to “go back to their homeland.” The German chancellor, who was elected last year after promising a tough line on immigration in a bid to beat the far right, made ...
The German chancellor has drawn condemnation from NGOs and members of his own government Friedrich Merz has drawn condemnation from NGOs and members of his own government after he called for the vast majority of Syrians living in Germany to “go back to their homeland.” The German chancellor, who was elected last year after promising a tough line on immigration in a bid to beat the far right, made the remarks during a visit to Berlin on Monday by the interim Syrian president Ahmed al-Sharaa . Continue reading...