Key PointsDirector Howard Lance sold 4,832 shares for a transaction value of ~$430,000 on Feb. 25, 2026, at a weighted average price of $88.98 per share.
Key PointsDirector Howard Lance sold 4,832 shares for a transaction value of ~$430,000 on Feb. 25, 2026, at a weighted average price of $88.98 per share.
JoeyCheung/iStock Editorial via Getty Images SEI Select Emerging Market Equity ETF Outlook Emerging markets are poised to face a new set of headwinds following their strong outperformance in 2025. However, emerging markets were trading at only 13.5x forward earnings towards the end of February, and have since declined by around 8% on the back of new geopolitical tensions. The broader MSCI EM Index...
JoeyCheung/iStock Editorial via Getty Images SEI Select Emerging Market Equity ETF Outlook Emerging markets are poised to face a new set of headwinds following their strong outperformance in 2025. However, emerging markets were trading at only 13.5x forward earnings towards the end of February, and have since declined by around 8% on the back of new geopolitical tensions. The broader MSCI EM Index is favorable based on valuation and earnings growth, and still looks like a hold, even though emerging economies will be hit with higher inflation this year. The SEI Select Emerging Market Equity ETF ( SEEM ) is an interesting vehicle to monitor. SEEM has slightly outperformed the iShares MSCI Emerging Markets ETF ( EEM ) since its inception in late 2024. SEEM is worth considering if you want to maintain passive exposure to emerging markets in this environment and don't want to bet on individual country/commodity-based narratives in the market. Data by YCharts The SEI Select Emerging Market Equity ETF has several unique characteristics relative to the MSCI Emerging Markets ETF, and it also has a lower management fee. SEEM's combined approach makes SEEM a slightly superior vehicle compared to EEM. Emerging market macro risks, most notably inflation, have accelerated in recent weeks, and equities will likely continue to sell off in Q2 2026. Emerging markets also strongly rallied in 2025, so this quarter is not likely the best entry point. However, earnings growth for EM equities is very favorable, and SEEM looks like an acceptable vehicle for maintaining general exposure to emerging markets. SEEM should continue its slight outperformance of the iShares MSCI Emerging Markets ETF in 2026 and 2027. SEI Select Emerging Market Equity ETF Overview The SEI Select Emerging Market Equity ETF is a newer ETF that was listed in October 2024. SEEM tracks some of the top emerging market names in the market and utilizes quantitative techniques in its portfolio composition process. SEEM is ...
(RTTNews) - New York Stock Exchange, part of Intercontinental Exchange Inc. (ICE), on Tuesday said it has signed a memorandum of understanding with Securitize to support the development of tokenized securities markets.
(RTTNews) - New York Stock Exchange, part of Intercontinental Exchange Inc. (ICE), on Tuesday said it has signed a memorandum of understanding with Securitize to support the development of tokenized securities markets.
Every investor wants to find the top stocks and ride them as far as they'll go. For those who concentrate on growth stocks, finding the biggest winners is the hallmark of ultimate success. Both here at The Motley Fool and elsewhere, the top-performing stock portfolios often feature just a small handful of stocks that have generated life-changing returns, and those few big winners have been enough ...
Every investor wants to find the top stocks and ride them as far as they'll go. For those who concentrate on growth stocks, finding the biggest winners is the hallmark of ultimate success. Both here at The Motley Fool and elsewhere, the top-performing stock portfolios often feature just a small handful of stocks that have generated life-changing returns, and those few big winners have been enough to turn what would have been adequate performance into market-crushing returns. Yet not every growth investor has the time, inclination, or discipline to find winning individual stocks and hold them for the long term. For them, exchange-traded funds offer an attractive way to get growth-stock exposure without the high maintenance of having to do ongoing research. Vanguard Growth ETF (NYSEMKT: VUG) has been a great choice for investors seeking to profit from growth stocks, and as you learned in the first installment of this three-article series for the Voyager Portfolio , Vanguard Growth follows a relatively simple methodology that has identified some truly great companies. In this article, you'll find out exactly how well Vanguard Growth has done compared to its peers. Image source: Getty Images. Continue reading
lcva2/iStock Editorial via Getty Images Microsoft: Caught In The Forest Fire - Justified? For the past five weeks, I have been thinking very carefully about the survivability of the software narrative. After all, while we have been inundated by events linked to the ongoing Iranian conflict, I still hope to impress upon you that it's been about a month since we were all awakened by the now famous (...
lcva2/iStock Editorial via Getty Images Microsoft: Caught In The Forest Fire - Justified? For the past five weeks, I have been thinking very carefully about the survivability of the software narrative. After all, while we have been inundated by events linked to the ongoing Iranian conflict, I still hope to impress upon you that it's been about a month since we were all awakened by the now famous (or infamous) Substack post that pontificated about the 2028 Global Intelligence Crisis , of which the “thought experiment” also includes the end of (much of) software as we know it. Back in my previous update of Microsoft Corporation ( MSFT ) in January, I didn't quite expect the software Armageddon portrayal to go into overdrive, and send many of the software stocks by the wayside, including that of Microsoft. So, investors have arguably suffered, and are looking for answers as to whether MSFT could still offer some of the safe harbor dynamics from the maelstrom that has collapsed just about most software stocks that I’m familiar with. And if the king of SaaS isn't immune from the FUD (fear, uncertainty, doubt), how could the rest of them survive? SMH/IGV price chart (long term, monthly) (TradingView) But to be fair, this software apocalypse, forest fire, or SaaS Armageddon has been engulfing software stocks for a some time. If you take a look at the trend bias between semiconductors ( SMH ) and software ( IGV ) for the several years now, as outlined in the above chart, semiconductor outperformance is not a recent phenomenon, is it? If you observed the price action signals from the SMH/IGV chart as shown, the level of software disruption fears surged in the past few months (vertical line up), before reaching a crescendo in February, and then pulling back this month, helping to stem some of the selling pressure that has battered SaaS stocks this year. Microsoft Is A Platform Company Microsoft revenue segments (Barron's) With such a hammering going on in IGV, I don't think i...
lcva2/iStock Editorial via Getty Images Microsoft: Caught In The Forest Fire - Justified? For the past five weeks, I have been thinking very carefully about the survivability of the software narrative. After all, while we have been inundated by events linked to the ongoing Iranian conflict, I still hope to impress upon you that it's been about a month since we were all awakened by the now famous (...
lcva2/iStock Editorial via Getty Images Microsoft: Caught In The Forest Fire - Justified? For the past five weeks, I have been thinking very carefully about the survivability of the software narrative. After all, while we have been inundated by events linked to the ongoing Iranian conflict, I still hope to impress upon you that it's been about a month since we were all awakened by the now famous (or infamous) Substack post that pontificated about the 2028 Global Intelligence Crisis , of which the “thought experiment” also includes the end of (much of) software as we know it. Back in my previous update of Microsoft Corporation ( MSFT ) in January, I didn't quite expect the software Armageddon portrayal to go into overdrive, and send many of the software stocks by the wayside, including that of Microsoft. So, investors have arguably suffered, and are looking for answers as to whether MSFT could still offer some of the safe harbor dynamics from the maelstrom that has collapsed just about most software stocks that I’m familiar with. And if the king of SaaS isn't immune from the FUD (fear, uncertainty, doubt), how could the rest of them survive? SMH/IGV price chart (long term, monthly) (TradingView) But to be fair, this software apocalypse, forest fire, or SaaS Armageddon has been engulfing software stocks for a some time. If you take a look at the trend bias between semiconductors ( SMH ) and software ( IGV ) for the several years now, as outlined in the above chart, semiconductor outperformance is not a recent phenomenon, is it? If you observed the price action signals from the SMH/IGV chart as shown, the level of software disruption fears surged in the past few months (vertical line up), before reaching a crescendo in February, and then pulling back this month, helping to stem some of the selling pressure that has battered SaaS stocks this year. Microsoft Is A Platform Company Microsoft revenue segments (Barron's) With such a hammering going on in IGV, I don't think i...
Anduril has begun production at its factory in Ohio, with the first uncrewed Fury fighter set to come off a production line in Ohio this summer. Anduril Executive Chairman and Founders Fund Partner Trae Stephens joins Caroline Hyde and Ed Ludlow on a special edition of “Bloomberg Tech” live from the Hill and Valley Forum in Washington. (Source: Bloomberg)
Anduril has begun production at its factory in Ohio, with the first uncrewed Fury fighter set to come off a production line in Ohio this summer. Anduril Executive Chairman and Founders Fund Partner Trae Stephens joins Caroline Hyde and Ed Ludlow on a special edition of “Bloomberg Tech” live from the Hill and Valley Forum in Washington. (Source: Bloomberg)
Pedro R. Buhigas, the chief information officer of Kodiak Gas Services (NYSE:KGS) , reported the sale of 13,942 shares of common stock for a transaction value of $777,000, according to a SEC Form 4 filing covering trades on March 19, 2026. Transaction value based on SEC Form 4 reported price ($55.73); post-transaction value based on March 19, 2026 market close price. * 1-year performance calculate...
Pedro R. Buhigas, the chief information officer of Kodiak Gas Services (NYSE:KGS) , reported the sale of 13,942 shares of common stock for a transaction value of $777,000, according to a SEC Form 4 filing covering trades on March 19, 2026. Transaction value based on SEC Form 4 reported price ($55.73); post-transaction value based on March 19, 2026 market close price. * 1-year performance calculated using March 19th, 2026 as the reference date. Continue reading
JHVEPhoto/iStock Editorial via Getty Images L3Harris Technologies ( LHX ) started high-volume production of its Vampire counter-drone system at a new facility in Huntsville, Alabama, as demand grows for defenses against unmanned aerial threats. L3Harris's Vampire counter-drone system (L3Harris) The production line is designed to support assembly, testing and installation of the system across diffe...
JHVEPhoto/iStock Editorial via Getty Images L3Harris Technologies ( LHX ) started high-volume production of its Vampire counter-drone system at a new facility in Huntsville, Alabama, as demand grows for defenses against unmanned aerial threats. L3Harris's Vampire counter-drone system (L3Harris) The production line is designed to support assembly, testing and installation of the system across different platforms, including ground vehicles and container-based configurations. The company said the setup allows output to scale depending on demand from the U.S. and allied governments. Vampire has been used in European combat operations since 2023, where it has been deployed to detect and engage small drones. The system is part of a broader push by defense contractors to address the increasing use of low-cost unmanned aircraft in modern conflicts. L3Harris ( LHX ) has expanded the Vampire platform in recent years to include versions tailored for land, maritime and air operations, as well as electronic warfare applications. The system has also been integrated onto additional military vehicle platforms. The move to ramp up production reflects continued investment across the defense sector in counter-drone capabilities, as militaries seek scalable and adaptable systems to respond to evolving battlefield threats. More on L3Harris Technologies L3Harris Technologies, Inc. (LHX) Presents at JPMorgan Industrials Conference 2026 Transcript L3Harris Technologies, Inc. (LHX) Analyst/Investor Day - Slideshow L3Harris Technologies, Inc. (LHX) Analyst/Investor Day Transcript SA Asks: What's the best drone stock right now? (Update) L3Harris reaches GPS receiver milestone as military focuses on signal resilience
Nopalera, a San Antonio-based premium beauty and lifestyle brand founded by Sandra Velasquez, has closed a $4 million funding round led by Morgan Stanley's Next Level Fund, co-led by L'ATTITUDE Ventures, with supporting investors including Sixty8 Capital, Siddhi Capital, Portfolia, Wealthing Club, Alamo Angels, Juniper Growth, Black and Latino Angel Fund, and 14 private investors— positioning the ...
Nopalera, a San Antonio-based premium beauty and lifestyle brand founded by Sandra Velasquez, has closed a $4 million funding round led by Morgan Stanley's Next Level Fund, co-led by L'ATTITUDE Ventures, with supporting investors including Sixty8 Capital, Siddhi Capital, Portfolia, Wealthing Club, Alamo Angels, Juniper Growth, Black and Latino Angel Fund, and 14 private investors— positioning the fast-growing company to expand its retail presence and product offerings.
milindri/iStock via Getty Images The sharp selloff in The Arena Group ( AREN ) shares has been a direct reflection of a market perspective for the digital media industry (especially independent publishers) as a major loser in the AI space. Data by YCharts Believing that there are exaggerations in the recent skepticism, the prognosis for AREN is arguably not as bad as the market paints, and valuati...
milindri/iStock via Getty Images The sharp selloff in The Arena Group ( AREN ) shares has been a direct reflection of a market perspective for the digital media industry (especially independent publishers) as a major loser in the AI space. Data by YCharts Believing that there are exaggerations in the recent skepticism, the prognosis for AREN is arguably not as bad as the market paints, and valuations have been discounted too much. Although I recognize that AREN needs to prove execution and innovate to regain market confidence, and not just depend on macro movements. At below $3 per share, I see asymmetry in the thesis, and that's why I continue with a bullish view in AREN. Why AREN Collapsed Despite Improving Fundamentals Since I first wrote about The Arena Group, things haven’t gone well for the stock price. The company has lost just over half of its market value, even though it is potentially in its strongest financial position in several years. Seeking Alpha I argued that until 2023, before being acquired by billionaire Manoj Bhargava (who bought the company’s debt and took a 65% stake in the company), The Arena Group was a virtually bankrupt, highly unprofitable company, burning through cash every year and carrying a heavy debt burden. But the scenario has changed dramatically since 2023, with The Arena Group cutting costs and reducing its workforce from 441 to 159 today, especially with the end of its contract with Sports Illustrated, enabling it to reverse operating losses in 2024, and posting $40.8 million in operating income in 2025—a positive figure for the first time since at least 2017—and EBITDA of $44.8 million. More importantly, The Arena Group once again reported positive cash from operations of $39.2 million in 2025, which was extremely important for reducing its total debt (it repaid $23.7 million in 2025), which now stands at $100 million ($89.7 million in net debt), implying a leverage ratio of ~2x. Seeking Alpha But, that being said, why did AREN...
JHVEPhoto/iStock Editorial via Getty Images Thesis: The recent downturn in Freeport-McMoran ( FCX ) offers a compelling entry point for this industry titan in the mining sector. The foundation of my bullish thesis rests on three pillars. First, despite recent geopolitical events and uncertainty over the US economy, the structural demand for copper thesis remains alive and well. Additionally, FCX i...
JHVEPhoto/iStock Editorial via Getty Images Thesis: The recent downturn in Freeport-McMoran ( FCX ) offers a compelling entry point for this industry titan in the mining sector. The foundation of my bullish thesis rests on three pillars. First, despite recent geopolitical events and uncertainty over the US economy, the structural demand for copper thesis remains alive and well. Additionally, FCX is trading at a discount to its earning potential. Lastly, the company’s Grasberg asset provides a catalyst independent of the macroeconomic environment to propel the stock forward. Consequently, I am issuing a buy rating on FCX. Company Profile Freeport-McMoran is one of the world’s leading international metals companies, headquartered in Phoenix, AZ. The company holds assets including the Grasberg minerals district in Indonesia, the Morenci minerals district in North America, and the Cerro Verde mine in South America. The business model is highly leveraged to the price of copper and mildly insulated from downturns due to credits received from gold and molybdenum byproducts. The company holds $58 billion in total assets and employs approximately 29,000 individuals globally as of December 31st, 2025. 2025 Annual Filing Fourth Quarter, 2025 Earnings Prior to digging into the pillars of the bull thesis, we will review the company’s most recent earnings from Q4, 2025. Freeport delivered a beat on both earnings and revenue for Q4, 2025 with revenue of $5.63 billion versus an estimate of $5.28 billion and earnings-per-share of $0.47, representing a 68% surprise from the $0.28 consensus estimate. Full year metrics for 2025 were also strong for Freeport. Adjusted EBITDA was $9.9 billion, operating cash flows were $5.6 billion and copper sales totaled 3.6 billion pounds. Moreover, operating income for U.S. copper mining improved roughly 3.5 times versus Q4, 2024, helping to make up for the loss of income due to the closure of Grasberg. Furthermore, Freeport realized an average price...