BlackJack3D Digital asset investment products saw a strong comeback last week, with inflows hitting $1.1B. This is the highest since January. Bitcoin ( BTC-USD ), Ethereum ( ETH-USD ), XRP ( XRP-USD ), and others saw fresh institutional interest as risk appetite improved across the financial industry. Bitcoin ( BTC-USD ) led the market with $871M in inflows, with iShares Bitcoin Trust ETF ( IBIT )...
BlackJack3D Digital asset investment products saw a strong comeback last week, with inflows hitting $1.1B. This is the highest since January. Bitcoin ( BTC-USD ), Ethereum ( ETH-USD ), XRP ( XRP-USD ), and others saw fresh institutional interest as risk appetite improved across the financial industry. Bitcoin ( BTC-USD ) led the market with $871M in inflows, with iShares Bitcoin Trust ETF ( IBIT ) alone contributing $612.1M. This pushed YTD BTC inflows to just under $2B. At the same time, short-bitcoin products also saw $20.2M in inflows. This data was further strengthened by Eric Balchunas, who stated that Bitcoin ( BTC-USD ) ETFs “are now officially positive in YTD flows,” adding they recovered despite price pressure. Ethereum ( ETH-USD ) saw $196.5M in inflows, while XRP ( XRP-USD ) gained $19.3M in inflows. However, Solana ( SOL-USD ) was the only major asset with small outflows of $2.5M. The overall weekly ETF mood improved due to softer US spending data, CPI numbers, and easing geopolitical tension around Iran’s ceasefire, said CoinShare 's Head of Research James Butterfill . Most of these inflows came from the US, which added $1.06B, followed by Germany with $34.6M, Canada with $7.8M, and Switzerland with $6.9M in inflows. Eric Balchunas also noted that crypto ETFs set a quarterly record with 22T shares traded in Q1. March was the biggest volume month ever. He said ETF volume may rise to 50% higher than last year, which is a strong signal for future flows. More on Bitcoin USD, Ethereum USD, etc. Whale's Insight: BTC Outperforms Gold In Wartime, AI Tokens Lead Q1 Rotation Bitcoin: Why Iran Is Testing The Boundaries Of The New Global Order Crypto ETFs: 2026 Reveals Key Crypto Trends Bimine holdings jump to $11.8B; ETH leads—will rally follow? $1B raised, 13.9K Bitcoin added: Strategy doubles down again
In this article ORCL HUBS WDAY TEAM ADBE NOW CRM Follow your favorite stocks CREATE FREE ACCOUNT Oracle Corporation rings the Opening Bell at the New York Stock Exchange on Feb. 3, 2026. NYSE Oracle 's stock surged 11% as software shares, beaten down by artificial intelligence disruption fears, clawed back some year-to-date losses. Adobe jumped about 6%, while Salesforce rallied 5%. ServiceNow , H...
In this article ORCL HUBS WDAY TEAM ADBE NOW CRM Follow your favorite stocks CREATE FREE ACCOUNT Oracle Corporation rings the Opening Bell at the New York Stock Exchange on Feb. 3, 2026. NYSE Oracle 's stock surged 11% as software shares, beaten down by artificial intelligence disruption fears, clawed back some year-to-date losses. Adobe jumped about 6%, while Salesforce rallied 5%. ServiceNow , HubSpot , and Workday rallied more than 7% each. Cybersecurity stocks also gained, with CrowdStrike , Tenable , and SentinelOne each adding more than 6%. The rally came as investors saw hope in a future peace deal between Iran and the U.S. Software stocks hit selloff mode this year on concerns that new AI tools from the likes of Anthropic and OpenAI will displace their longstanding business models. Fears of new cyber risks have also pressured cybersecurity companies. Read more CNBC tech news OpenAI touts Amazon alliance in memo, says Microsoft has 'limited our ability' to reach clients OpenAI announces first permanent London office after halting UK Stargate project Vibe check from inside one of AI industry's main events: 'Claude mania' Vance, Bessent questioned tech giants on AI security before Anthropic's Mythos release The worry is that AI models will allow customers to build websites, software, and apps within minutes, and eat away at software's future growth and profit margins. Some of these models could also open up capabilities for hackers. In recent months, tech executives have been quick to dismiss the concerns, calling them "overblown ." That's done little to quell the sell-off. So far this year, HubSpot has shed nearly half its market value, while Atlassian has slumped more than 60%. Several companies, including Atlassian , have also cut employees to fuel AI projects. Oracle has lost more than a fifth of its value and ServiceNow has plummeted more than 40%. The selloff is also contributing to panic in the private credit market, where software is a major borrower. I...
The hospitals that emerged from the bankruptcies of Steward Health Care System and Prospect Medical Holdings Inc. were supposed to help stabilize one of the world’s largest hospital landlords by restoring a battered tenant base after two years of industry stress. Instead, many are already showing signs of renewed distress. Several hospitals in Florida, California and other states — all important t...
The hospitals that emerged from the bankruptcies of Steward Health Care System and Prospect Medical Holdings Inc. were supposed to help stabilize one of the world’s largest hospital landlords by restoring a battered tenant base after two years of industry stress. Instead, many are already showing signs of renewed distress. Several hospitals in Florida, California and other states — all important tenants of Medical Properties Trust Inc., the hospital landlord known as MPT — have fallen behind on payments to vendors and other creditors, court filings and other records show. The problems mark a fresh setback for MPT, which has spent the last two years trying to contain fallout from the collapses of Steward and Prospect by backing new operators and granting temporary rent relief. MPT has said the facilities would stabilize and resume paying full rent by late 2026. The renewed strain also underscores a broader problem in the hospital industry: bankruptcy is often proving to be less a reset than a handoff. Distressed facilities are being passed to new operators, often with lease relief, asset sales or emergency financing to keep them open. Even as overall healthcare Chapter 11 filings fell in 2025, hospital bankruptcies rose, according to Gibbins Advisors, suggesting many hospitals remain financially fragile even after leaving court. Some of the former Steward hospitals taken over by Michael Sarian and Faisal Gill — two executives chosen by MPT to run the facilities — have been hit in recent months with lawsuits from vendors and service providers, court filings show. The unpaid bills span a wide range of basic services, including medical staffing, physician coverage, plumbing, fire protection and security systems. Read more: Medical Properties Trust Exposed to Manager Feud at Key Tenant HSA and NOR recently removed Sarian as chief executive officer and replaced him with Gill, even as the hospitals themselves were dealing with growing operational and financial strain. The ...
EyeEm Mobile GmbH/iStock via Getty Images Introduction With the US-Iran war, O&G stocks are in the spotlight. Oil, which was left for dead in the beginning of 2026 at $60, has risen 80% and is currently around $100. Even before the war broke out, the Kosmos turnaround was already underway, with production bottlenecks being addressed and significant asset sales. Now, in my opinion, the combined tur...
EyeEm Mobile GmbH/iStock via Getty Images Introduction With the US-Iran war, O&G stocks are in the spotlight. Oil, which was left for dead in the beginning of 2026 at $60, has risen 80% and is currently around $100. Even before the war broke out, the Kosmos turnaround was already underway, with production bottlenecks being addressed and significant asset sales. Now, in my opinion, the combined turnaround process and tailwind from oil prices are going to supercharge Kosmos Energy ( KOS ) stock. The graph below shows the total return in Kosmos and XOP (the most traded ETF for E&P players) in the past three years. Kosmos has underperformed its peers since 2024, with a notable ~60% drawdown in 2025, as operational failures and falling oil prices sent leverage to 5.6x EBITDA. Data by YCharts In 2026, Kosmos stock started to recover. Year-to-date, KOS is up roughly 180%, and yet it has still only recovered a fraction of what it lost. In the coming quarters, as management shows progress in the turnaround, there is room for Kosmos to significantly outperform the sector. Before diving into the financial statements, let's start with a brief overview of KOS's assets and operations. As the chart below shows, Kosmos production is anchored in two regions: Ghana, which accounted for 47% of 2025 oil and gas sales, and the US Gulf of America, which contributed 29%. Recently , the Ghana partnership received government approval for license extensions until 2040. In January 2026, Kosmos was awarded two new lease blocks in GoA under the Big Beautiful Gulf Lease Sale 1 ("BBG1"). 2025 O&G Sales Breakdown by Asset (KOS annual report) Most of Kosmos revenue comes from oil sales (~86% of 2025 revenues), but the company also sells LNG and Natural Gas. I initiate coverage of Kosmos with a Buy recommendation. My target price for the next twelve months is $4.97, an ~84% upside to the current price of $2.70 (upside is derived from a probability-weighted blended target - more details in the Valuat...
The defeat of Orbánism is a globally significant political moment. But it is, above all, a triumph for the citizens who mobilised to take their country back Prior to his landslide election victory in 2010, which was to lead to 16 unbroken years in power, Viktor Orbán would tell supporters: “We have only to win once, but then properly.” Achieving a so-called supermajority by winning two-thirds of p...
The defeat of Orbánism is a globally significant political moment. But it is, above all, a triumph for the citizens who mobilised to take their country back Prior to his landslide election victory in 2010, which was to lead to 16 unbroken years in power, Viktor Orbán would tell supporters: “We have only to win once, but then properly.” Achieving a so-called supermajority by winning two-thirds of parliamentary seats allowed Mr Orbán to change the constitution, and begin turning Hungary into a soft autocracy . From the judiciary to the media and universities, the checks and balances of a democratic society were steadily dismantled and minorities were marginalised, as the country became a beacon for the global far right and a nationalist thorn in the side of Brussels. On Sunday, stunningly , it was Mr Orbán’s centre-right challenger, Péter Magyar, who “won properly”. After a record turnout, his Tisza party is all but certain to win its own supermajority. Given Mr Orbán’s control of state media and gerrymandering of constituencies to favour his Fidesz party, this was a truly remarkable result. Continue reading...
VV Shots HSBC Holdings ( HSBC ) on Monday said it is launching its tokenized deposit service in the U.S., expanding its digital money capabilities. The company said the service combines the familiarity and trust of traditional bank deposits with the speed, transparency, and automation of blockchain-based rails. The service lets eligible clients transfer funds 24/7. HSBC's tokenized deposit service...
VV Shots HSBC Holdings ( HSBC ) on Monday said it is launching its tokenized deposit service in the U.S., expanding its digital money capabilities. The company said the service combines the familiarity and trust of traditional bank deposits with the speed, transparency, and automation of blockchain-based rails. The service lets eligible clients transfer funds 24/7. HSBC's tokenized deposit service is currently available in Hong Kong, Singapore, Luxembourg, and the UK, and supports a range of currencies, including EUR, GBP, HKD, SGD, and USD. More on HSBC Holdings HSBC Holdings plc (HSBC) Presents at European Financials Conference 2026 Transcript HSBC Remains A 'Hold' Following Its 2025 Earnings HSBC Holdings plc (HSBC) Q4 2025 Earnings Call Transcript Hong Kong grants first of stablecoin licenses to HSBC, Standard Chartered JV China signals broader market access, trade rebalancing in pitch to global business
Magyar ended Hungarian Prime Minister Viktor Orbán's 16-year grip on power in a landslide victory on Sunday. The former Orbán loyalist burst onto the scene as an opposition leader in 2024. (Image credit: Attila Kisbenedek)
Magyar ended Hungarian Prime Minister Viktor Orbán's 16-year grip on power in a landslide victory on Sunday. The former Orbán loyalist burst onto the scene as an opposition leader in 2024. (Image credit: Attila Kisbenedek)
Liverpool boss Arne Slot on why his side believe they can overcome a two-goal deficit against reigning champions Paris St-Germain in the Champions League on Tuesday.
Liverpool boss Arne Slot on why his side believe they can overcome a two-goal deficit against reigning champions Paris St-Germain in the Champions League on Tuesday.
Him: With 60% Annualized Income, We Can Retire 5 Years Back. That's Why I Put All Our Money In These Funds. Her: Let's Put $10,000 More On My 18% Interest Card. Srdjanns74/iStock via Getty Images We covered the YieldMax Magnificent 7 Fund of Option Income ETF ( YMAG ) last November. This fund is a "fund of funds" that holds other YieldMax ETFs focused on Apple Inc. ( AAPL ), Microsoft Corporation ...
Him: With 60% Annualized Income, We Can Retire 5 Years Back. That's Why I Put All Our Money In These Funds. Her: Let's Put $10,000 More On My 18% Interest Card. Srdjanns74/iStock via Getty Images We covered the YieldMax Magnificent 7 Fund of Option Income ETF ( YMAG ) last November. This fund is a "fund of funds" that holds other YieldMax ETFs focused on Apple Inc. ( AAPL ), Microsoft Corporation ( MSFT ), Amazon.com, Inc. ( AMZN ), Alphabet Inc. ( GOOGL ), Meta Platforms, Inc. ( META ), Tesla, Inc. ( TSLA ), and Nvidia Corporation ( NVDA ). This septet is also lovingly known as the "Magnificent Seven" in the financial markets. We were neither impressed by YMAG's portfolio nor its investment strategy and gave it a sell rating. Seeking Alpha Today, we will review one of YMAG's siblings, the YieldMax Universe Fund of Option Income ETFs ( YMAX ). The funds that are eligible for inclusion in the YMAX portfolio seek current income as their primary income objective. Their secondary objective is to gain exposure to: (i) the share price of a particular operating company, (ii) the performance of a portfolio of operating companies (such as a portfolio representing a particular economic sector, country, or other theme)), (iii) the performance of an index of operating companies, (iv) the share price of a particular ETF, (v.) the share price of one or more ETFs or U.S.-listed exchange-traded products (“ETPs”), or (vi) the performance of a portfolio consisting of any combination of the foregoing (in each case, an “Underlying Reference Asset”). Source: YMAX Summary Prospectus Additionally, the underlying ETFs also implement an options strategy to generate income from the premiums. The options strategies employed by the fund holdings are more complex than the garden-variety covered call or cash-secured put. Following are examples that are included in the YMAX Summary Prospectus ( emphasis ours ). A “synthetic covered call” strategy whereby the Underlying YieldMax ETF writes (sells)...
sommart/iStock via Getty Images My outlook for the markets ahead is not bullish for the next 2-3 quarters at least, as broader macro conditions point to higher for longer rates, sticky inflation, and geopolitical uncertainties. For QQQ and innovation tech in particular, there are added factors that seem to indicate a flat regime ahead. Semis, memory, and other AI infrastructure plays are posting s...
sommart/iStock via Getty Images My outlook for the markets ahead is not bullish for the next 2-3 quarters at least, as broader macro conditions point to higher for longer rates, sticky inflation, and geopolitical uncertainties. For QQQ and innovation tech in particular, there are added factors that seem to indicate a flat regime ahead. Semis, memory, and other AI infrastructure plays are posting strong growth numbers but have not grown into valuations like those seen in earlier peak cycles. The question there is how far we are from the peak. Is there a higher trough or a longer peak in the AI regime, and by what magnitude? Uncertainty around this peak cycle point should keep shares broadly flat, as valuations decline even as earnings grow further. Hyperscalers and platform mega caps have their own share of constraints that prevent broad bullish theses at this juncture—valuations already embed a high level of AI monetization, but economics are unclear. Additionally, historically high levels of CapEx spending are expected to depress cash flows in the near term. The SaaS segment has already corrected significantly, and since the gating variable there is a clearer visibility of AI commoditization and pricing risks, we may have to await AI evolution and enterprise adoption before starting to talk about a rebound, if any. Given that macro setup, I find more value today in an equal-weighted NDX approach like the Direxion NASDAQ-100 Equal Weighted Index ETF ( QQQE ) over a market weighted portfolio like the Invesco QQQ Trust ( QQQ ) for the short term (2-4 quarters). There is not much upside to reap, which is where QQQ's long term thesis works out really well. On the contrary, QQQE could provide relatively better performance as it provides broader exposure to defensives, cyclicals, and mid-tier growth—likely to relatively outperform in flat or correcting market conditions as dispersion rises. The total return charts below already show some of this expectation in effect. Whi...
IBM agreed to pay $17 million to the US government to resolve the Trump administration's claim that the firm's diversity, equity, and inclusion (DEI) policies discriminated against employees and job-seekers. The Department of Justice (DOJ) touted the settlement on Friday, saying it's the first one secured under the Civil Rights Fraud Initiative launched in May 2025. The Trump administration create...
IBM agreed to pay $17 million to the US government to resolve the Trump administration's claim that the firm's diversity, equity, and inclusion (DEI) policies discriminated against employees and job-seekers. The Department of Justice (DOJ) touted the settlement on Friday, saying it's the first one secured under the Civil Rights Fraud Initiative launched in May 2025. The Trump administration created the program to make DEI-related complaints against government contractors fall under the False Claims Act of 1863 , which imposes triple damages and a civil penalty on contractors that defraud the government. The Justice Department alleged that IBM violated the False Claims Act by failing to comply with anti-discrimination requirements in its federal contracts, which required IBM to certify that it would not discriminate against employees or applicants. The US claims that IBM certified compliance despite maintaining practices that "discriminated against employees during employment and applicants for employment because of race, color, national origin, or sex, and failed to treat employees during employment without regard to race, color, national origin, or sex." Read full article Comments
May ICE NY cocoa (CCK26 ) today is up +24 (+0.74%), and May ICE London cocoa #7 (CAK26 ) is up +20 (+0.83%). Cocoa prices are moving higher today, with NY cocoa posting a 1-week high. The closure of the Strait of Hormuz is supportive for cocoa prices as it...
May ICE NY cocoa (CCK26 ) today is up +24 (+0.74%), and May ICE London cocoa #7 (CAK26 ) is up +20 (+0.83%). Cocoa prices are moving higher today, with NY cocoa posting a 1-week high. The closure of the Strait of Hormuz is supportive for cocoa prices as it...
The Sprott Gold Miners ETF (NYSEMKT:SGDM) and the iShares Gold Trust (NYSEMKT:IAU) both target gold, but they take fundamentally different approaches. While SGDM invests in North American gold mining companies, IAU tracks the price of physical gold. Here’s how the two stack up for investors looking to add a gold-focused ETF to their portfolio. Beta measures price volatility relative to the S&P 500...
The Sprott Gold Miners ETF (NYSEMKT:SGDM) and the iShares Gold Trust (NYSEMKT:IAU) both target gold, but they take fundamentally different approaches. While SGDM invests in North American gold mining companies, IAU tracks the price of physical gold. Here’s how the two stack up for investors looking to add a gold-focused ETF to their portfolio. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Continue reading