Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Global Energy ETF (Symbol: IXC) where we have detected an approximate $289.3 million dollar inflow -- that's a 11.6% increase week over week
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Global Energy ETF (Symbol: IXC) where we have detected an approximate $289.3 million dollar inflow -- that's a 11.6% increase week over week
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares 1-3 Year Treasury Bond ETF (Symbol: SHY) where we have detected an approximate $313.1 million dollar inflow -- that's a 1.3% increase week ov
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares 1-3 Year Treasury Bond ETF (Symbol: SHY) where we have detected an approximate $313.1 million dollar inflow -- that's a 1.3% increase week ov
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Consumer Staples Select Sector SPDR Fund (Symbol: XLP) where we have detected an approximate $648.0 million dollar outflow -- that's a 4.0% decrease
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Consumer Staples Select Sector SPDR Fund (Symbol: XLP) where we have detected an approximate $648.0 million dollar outflow -- that's a 4.0% decrease
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the WisdomTree Bloomberg Floating Rate Treasury Fund (Symbol: USFR) where we have detected an approximate $571.2 million dollar inflow -- that's a 3.4% i
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the WisdomTree Bloomberg Floating Rate Treasury Fund (Symbol: USFR) where we have detected an approximate $571.2 million dollar inflow -- that's a 3.4% i
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Health Care Select Sector SPDR Fund (Symbol: XLV) where we have detected an approximate $753.1 million dollar inflow -- that's a 2.0% increase week o
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Health Care Select Sector SPDR Fund (Symbol: XLV) where we have detected an approximate $753.1 million dollar inflow -- that's a 2.0% increase week o
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the PBUS ETF (Symbol: PBUS) where we have detected an approximate $184.2 million dollar outflow -- that's a 1.9% decrease week over week (from 150,980,0
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the PBUS ETF (Symbol: PBUS) where we have detected an approximate $184.2 million dollar outflow -- that's a 1.9% decrease week over week (from 150,980,0
gettinthere/iStock via Getty Images Aerospace and defense companies are among the possible beneficiaries of the war in the Middle East. However, what we are seeing currently is that aerospace and defense stocks are actually trading lower since the war in Iran started. In this report, I discuss this somewhat counterintuitive development and highlight why tension in Europe can further increase, whic...
gettinthere/iStock via Getty Images Aerospace and defense companies are among the possible beneficiaries of the war in the Middle East. However, what we are seeing currently is that aerospace and defense stocks are actually trading lower since the war in Iran started. In this report, I discuss this somewhat counterintuitive development and highlight why tension in Europe can further increase, which theoretically would provide additional support for expanding defense budgets. Aerospace And Defense Stocks Have Shown Weakness Data by YCharts Over a one-year period, SHLD and ITA have shown a return of 58.5% and 43.6%, respectively, which means that both ETFs outperformed the S&P 500 considerably. I attribute the outperformance of the Global X Defense Tech ETF relative to ITA to a combination of exposure to emerging defense tech such as Palantir Technologies and European defense contractors such as Rheinmetall, BAE Systems, and Leonardo. However, since the war started, both ETFs have lost value. ITA lost 8.4%, partially driven by higher commercial exposure and lower exposure to European defense stocks, which have performed better. SHLD lost around 3.2% of its value. Top holdings for SHLD and ITA ETF (ETF.com) The top 10 holdings for both ETFs show that SHLD is much more defense-heavy, with over 75% of the top 10 holdings being near-pure defense, while this is 23%-28% for ITA. So, commercial exposure drives some underperformance due to macro-outlooks. Furthermore, ITA is a US pure play, while SHLD is more diversified with around 20% exposure to non-US names in the top 10, and the performance of those stocks has generally been better. Why Even Aerospace And Defense Stocks Are Under Pressure There are several reasons why aerospace and defense stocks are under pressure, but they mostly tie back to one common denominator, and that is the macro-outlook. Putting it simply, oil prices increased, and that may lead to reduced economic growth. Aerospace and defense is mostly seen a...
Thomas Barwick/DigitalVision via Getty Images Investment overview I wrote about Dycom Industries ( DY ) previously with a "B uy" rating, as all the growth catalysts remain well in place and organic growth is accelerating. Fast forward to today, my view remains bullish. The two important catalysts are becoming more tangible: the Power Solutions acquisition and BEAD. The developments on both of them...
Thomas Barwick/DigitalVision via Getty Images Investment overview I wrote about Dycom Industries ( DY ) previously with a "B uy" rating, as all the growth catalysts remain well in place and organic growth is accelerating. Fast forward to today, my view remains bullish. The two important catalysts are becoming more tangible: the Power Solutions acquisition and BEAD. The developments on both of them give further visibility into near-term growth, on top of the solid backlog. Power Solutions and BEAD make the next growth leg easier to see For the broader developments that DY achieved, readers can refer to the latest earnings and transcript. My focus of this update is the Power Solutions acquisition and BEAD development. As a recap, DY closed the Power Solutions acquisition on December 23, 2025, so Q4 only included a small contribution, around $95.8 million of revenue and $11.1 million of adj. EBITDA, which translated into an 11.6% segment margin (this is above consolidated margin, before synergies were realized). I did a deeper dive into this Power Solutions and realized that the synergies are wildly positive. For one, Power Solutions operates in the greater Washington, D.C., Maryland, and Virginia region [DMV], which is the world’s largest data center hub . The acquisition also brings on board more than 2,900 highly skilled employees, a 25-year track record of execution, and a significant contribution of data center projects revenue (~90% of Power Solutions revenue). Previously, a key point that I made was that it opens doors for DY for cross/upselling, and that played out just as I expected. In the recent earnings call, management specifically noted demand in the DMV is “off the charts,” and they also said cross-selling is doing much better than expected. While we don’t know the exact contribution today, the commentaries were very promising and suggest that we should see growth accelerate as DY continues this momentum. Underlying this is the fact that demand for data ...
Nathalie Pellenkoft Shares of United Natural Foods ( UNFI ) set another record high on Thursday as progress on its turnaround efforts, Amazon ( AMZN ) relationship, and “beatable” FY28 targets led Wells Fargo to view the stock as a buy with an upgrade to Overweight from Equal Weight and a 40% hike to the firm’s target price. Analyst Edward Kelly lays out his argument for growth in UNFI’s natural a...
Nathalie Pellenkoft Shares of United Natural Foods ( UNFI ) set another record high on Thursday as progress on its turnaround efforts, Amazon ( AMZN ) relationship, and “beatable” FY28 targets led Wells Fargo to view the stock as a buy with an upgrade to Overweight from Equal Weight and a 40% hike to the firm’s target price. Analyst Edward Kelly lays out his argument for growth in UNFI’s natural and organic position, which gives investors a unique way to “play the healthy living trend.” UNFI also stands to see meaningful efficiency gains from AI integration “as the scaled player in a logistics-heavy business with a large warehouse network, private fleet, and high cost of labor,” Kelly says. With already low margins, AI efficiencies will magnify even small wins, with every 5 basis points of margin expansion adding 230 basis points to EBITDA growth. “Deleverage efforts are on track, upside to 3-year targets through 2028 looks increasingly likely, and shares are simply too cheap with a double-digit percentage yield,” Kelly adds. While most Wall Street analysts remain on the sidelines, Seeking Alpha authors mostly view United Natural Foods as a Buy, while Seeking Alpha’s Quant rating gives the stock a Strong Buy endorsement with a near-perfect Quant score of 4.96. From the same time last year, UNFI has appreciated by more than 70%, outperforming the S&P 500 by 55 percentage points. More on United Natural Foods United Natural Foods, Inc. (UNFI) Presents at UBS Global Consumer and Retail Conference Transcript United Natural Foods' Margin Growth Might Be Underestimated United Natural Foods' Dip Offers An Opportunity For An Upgrade Top and bottom quant-rated midcap consumer staple stocks after latest quarterly results UNFI raises adjusted EBITDA outlook to $710M while advancing supply chain AI and deleveraging
Terms of reference are to seek fullest disclosure of information and to produce a report by spring 2028 UK politics live – latest updates The government has announced the formal start of the promised official inquiry into the violent policing at the Orgreave coking plant during the 1984-85 miners’ strike and the discredited prosecutions of 95 men that followed. Yvette Cooper, who was then the home...
Terms of reference are to seek fullest disclosure of information and to produce a report by spring 2028 UK politics live – latest updates The government has announced the formal start of the promised official inquiry into the violent policing at the Orgreave coking plant during the 1984-85 miners’ strike and the discredited prosecutions of 95 men that followed. Yvette Cooper, who was then the home secretary, announced the inquiry in July with Pete Wilcox , the bishop of Sheffield, as the chair. The government has since worked on appointing an expert panel to consider the evidence. Continue reading...
krblokhin/iStock Editorial via Getty Images Noodles & Company ( NDLS ) ripped a 55% gain in early trading on Thursday after topping estimates with its Q4 earnings report. Revenue was only up 0.8% off a smaller store base, but comparable restaurant sales increased 6.6% system-wide. Restaurant contribution margin in the quarter increased to 14.1% from 11.2%, driven by a combination of menu price, ve...
krblokhin/iStock Editorial via Getty Images Noodles & Company ( NDLS ) ripped a 55% gain in early trading on Thursday after topping estimates with its Q4 earnings report. Revenue was only up 0.8% off a smaller store base, but comparable restaurant sales increased 6.6% system-wide. Restaurant contribution margin in the quarter increased to 14.1% from 11.2%, driven by a combination of menu price, vendor rebates, and lower discounting, partially offset by higher food costs associated with our new menu offerings and modest inflation. Noodles ( NDLS ) management said the chain has built meaningful and sustained momentum, with system-wide comparable sales growth escalating to over 9% in the current quarter. "In the first quarter thus far, we have delivered continued increases in traffic and same-store sales with system-wide comparable sales growth over 9% and traffic over 4%. March will mark our seventh consecutive period of traffic growth, and notably, period 2 of 2026 delivered one of the strongest comparable sales performances in the company's 31-year history," highlighted CEO Joseph Christina. Shares of Noodles ( NDLS ) traded as high as $9.61 earlier in the session to threaten the 52-week high of $10.00. More on Noodles & Company Noodles & Company (NDLS) Q4 2025 Earnings Call Transcript Noodles & Company outlines 2026 revenue target of up to $493M with comp sales growth of 6% to 9% amid portfolio optimization Noodles & Company Non-GAAP EPS of -$0.43 beats by $0.29, revenue of $122.8M beats by $0.4M Seeking Alpha’s Quant Rating on Noodles & Company Historical earnings data for Noodles & Company
Investing.com -- A pullback in major memory names has prompted fresh investor anxiety, but Mizuho tech specialist Jordan Klein argues the weakness looks more like an opportunity than a turning point.
Investing.com -- A pullback in major memory names has prompted fresh investor anxiety, but Mizuho tech specialist Jordan Klein argues the weakness looks more like an opportunity than a turning point.