Jacques LOIC/Photononstop via Getty Images When it comes to building a dividend portfolio, we are very focused on valuation, quality, and total return. This allows Dividend Kings to have a dividend portfolio that not only yields 6%-8% as a whole but also provides market-beating returns year to date and since its initiation. One way to ensure that your portfolio is of the utmost quality is to pick companies that have a strong track record of dividend growth and a runway to continue growing their dividends effectively. We've balanced this by carefully selecting higher-quality, higher-yielding fixed income investments within our preferred securities and baby bonds. These allow your portfolio to have a higher boosted total yield. In essence, we have a foundation laid in fixed income to provide you with dividend income you may need today in your retirement or to reinvest readily into the walls and the roof of your portfolio comprised of common equity. Those common equity picks provide growing dividends, meaning you have fixed income dividends to enjoy today and growing common dividends to enjoy tomorrow. Many forget that retirement is a 30-year-long adventure. Because they forget this, they consume their portfolio or their dividends too rapidly, failing to adequately adjust for the income growth that's needed to combat inflation over that time frame. This is something you cannot do, and having a portfolio that organically grows its dividends means that you don't have to reinvest to see more income tomorrow than you do today. The goal is to continue to see your capital grow by carefully investing in wonderful companies and to see your income grow from the companies you already have in your portfolio. All of this is built on a strong foundation of fixed income that provides you with recurring cash. Today, I want to look at a company we find highly attractive because of its quality and its attractive valuation. Let's dive in! A Soon-To-Be Aristocrat Our target focus for tod...

JHVEPhoto/iStock Editorial via Getty Images The stock market is experiencing a selloff in technology companies, especially enterprise software companies and those geared towards AI. Many value companies have been catching a bid, and the energy sector is having a moment with the State Street Energy Select Sector SPDR ETF ( XLE ) up 23.19% YTD. While the market tries to figure out who the winners and losers will be in the technology sector, it doesn’t change the fact that the demand for energy is increasing. Kinder Morgan, Inc. ( KMI ) is one of the premier energy infrastructure companies when it comes to natural gas, and it’s been catching a bid as additional data centers come online. This earnings season has taught us that the hyperscalers are accelerating the rate at which they are deploying capital toward CapEx to meet the compute demand from their customers. KMI has been a primary beneficiary, but after the recent breakout to the upside, I think that its valuation is becoming stretched. KMI is a great company with hard assets that are next to impossible to replicate, and it should trade at a premium, but when I look at its peer group, shares of KMI no longer look as enticing as they once were. I am downgrading my investment thesis on KMI to "N eutral" as KMI’s dividend yield no longer exceeds the risk-free rate of return. I think that KMI will do well as a company, but the more likely scenario from an investment standpoint is that shares trade sideways for a period of time the way they did after the last breakout rather than continuing higher. Seeking Alpha Following Up On My Previous Article About Kinder Morgan In the middle of November, I had written an article about KMI ( can be read here ) where I felt it would continue benefiting from the surging energy demand driven by AI-powered data centers and rising electricity needs. After Q3, KMI demonstrated continued growth across revenue, adjusted EBITDA, and cash flow, and I felt this could continue as more projec...

Hello my names is james,I'm photographer./iStock via Getty Images In March of last year, I initiated coverage on Kosmos Energy ( KOS ) as a buy. The offshore oil and gas producer is heavily leveraged but has a very appealing portfolio of assets that they’ve been investing heavily in developing in recent years. 2025 was a challenge for the company’s stock, however, amid weak prices and soft earnings. Data by YCharts We’ve started to see a recovery in the past few days, with the announcement that Ghana’s parliament has extended their licenses in the country through 2040. You’ll remember from the previous coverage that Ghanaian assets are some of the most important in Kosmos’ portfolio, and this opens up the fields there to even more investment. With stock prices now not far from where they started, this would be a good time to review the thesis on Kosmos. 2025 struggles further weakened the balance sheet coming into Q4 earnings, but these extended licenses give us more clarity about the company’s future prospects for 2026 and beyond. Leverage and Liquidity—The Balance Sheet Bends but Doesn’t Break While the Kosmos balance sheet reflects both the scale of their assets and the debt they had to take on to build it. The long-term debt remains a substantial line item in this sheet, with 2025 not offering a lot of free operating cash to pay it down. Then Now Cash and Equivalents $85 million $64 million Total Current Assets $446 million $366 million Property & Equipment $4.4 billion $4.2 billion Total Current Liabilities $595 million $706 million Long-Term Debt $2.7 billion $2.7 billion Total Shareholders' Equity $1.2 billion $899 million Click to enlarge (Source: Most recent 10-Q from SEC) You can see here where the struggles of the first three quarters of 2025 did no favors to the overall balance sheet. Indeed, the cash position is still less than ideal, while the current ratio went from an already uncomfortable 0.75 to a more alarming 0.52, raising the specter of a seriou...

MoMo Productions/DigitalVision via Getty Images AMN Healthcare Services, Inc. ( AMN ) is a healthcare staffing company. They provide nurse staffing, physician and leadership placement, and technology-driven workforce management. In Q4 2025, the company saw higher revenue from labor disruptions, which often makes its business model relevant to its customers. Still, even without this, core revenue was strong and exceeded the midpoint of guidance. Likewise, their valuation now seems extremely pessimistic, so I believe there’s a potential contrarian opportunity for long-term bulls willing to bet on management’s focus on improving their adjusted EBITDA margins. On-Demand Healthcare Personnel Management AMN Healthcare Services, Inc. is a company that provides workforce and talent solutions to healthcare organizations. The company was founded back in March 1985 and is currently headquartered in Dallas, Texas. Essentially, AMN offers a platform aiming to help both healthcare providers and professionals with tech-enabled solutions for labor needs in the area. Source: Investor Presentation. February 2026. Overall, you can think of AMN’s platform as three components. First, nurse and allied staffing, offering to find nurses and non-physician health care professionals who work in clinical and technical roles. Additionally, AMN offers staffing support during strikes or labor shortages and disruptions, and telehealth services. After that, their second component is related to physician and leadership solutions . This segment is AMN’s business for placing doctors, advanced practice providers, and healthcare executives for management and clinical leadership, such as chief nursing officers and medical directors. The staffing includes temporary staffing. Finally, AMN’s third business unit relies on technology and workforce solutions. This is how AMN actually helps organizations to manage, plan, and optimize their workforce using technology systems. This segment includes the vendor man...

饭团店正在扎堆挤进购物中心！ 近期，红餐网走访发现，越来越多的饭团连锁品牌开进了一二线城市的商场负一、负二楼，有的门店一天甚至能卖出500个饭团，员工称“根本忙不过来。” 饭团开进商场，成了新的致富密码？ 扎堆开进商场B层，一批饭团店猛开数百店 半年前，广州的小胡（化名）关了一家糖葫芦店，在同一个位置开了一家饭团店。她认为，饭团这个品类具有高频、刚需的属性，估计比卖糖葫芦更赚钱。 据了解，小胡加盟的品牌名叫米陀饭团，红餐大数据显示，该品牌目前在全国范围内已开出200余家门店，其中超半数集中在广东市场。 事实上，近几年市场上出现了一批饭团品牌接连开店，米陀饭团只是其中之一。创立于2017年的阿杏饭团，已布局广东、广西、福建、江西、浙江等全国20余个省份，门店数超300家；初山饭团全国门店也达到100+家；鮨人饭团、一田屋饭团、井弘饭团等品牌，同样开出数十家门店。 值得一提的是， 这些品牌多数门店位于一二线城市的商场中，且相当一部分开在商场B层。 以米陀饭团为例，据不完全统计，其在广州的20余家门店中，超三分之一都开在了购物中心的地下一、二层。 △图片来源：红餐网摄 “ 饭团品类本身比较吃客流，一般餐饮楼层难以满足其流量需求 ，因此商场店都集中在B1、B2。”长年从事商场企划工作的易飞（化名）分析道。小胡的店便位于商场负一楼出入口旁，那也是前往地铁站的主要通道之一，客流量较大。 过去市面上也有一些饭团店，但多以夫妻单店、街边摊位为主。在易飞看来，如今的饭团连锁品牌呈现出“三更”特点，即 形象更精致、视觉更年轻、产品更丰富。 门店模型方面，饭团品牌主打档口模式， 单店面积多为10余平米，大多不设堂食座位 ，消费者即买即走，适配商场B层这类客流密度高、停留时间短的区域。 具体布局上，饭团店点单处设置了带有产品和价格的灯箱，简单醒目；后方则是半开放式的操作台， 路人经过就能看到店员制作饭团的全过程 ，蒸饭的米香顺势飘向人群，形成嗅觉引流。此外，米陀饭团的部分门店还摆放了仿真米桶模型，进一步强化了现蒸现做的氛围感。 装修风格上，饭团品牌则主打简约风。比如米陀饭团、一田屋饭团、鮨人饭团等， 以原木色调为基础，搭配暖光照明，整体呈现出休闲、有温度的氛围 ，部分品牌融入了日式元素，如一田屋饭团悬挂日式灯笼点缀，鮨人饭团则打造出木质小铺的效果。 △图片来源：红餐网摄 产品方面，主流连锁...

LONGBOAT KEY, FL, Feb. 25, 2026 (GLOBE NEWSWIRE) -- Rumble Inc. (NASDAQ:RUM), the Freedom-First technology platform, today announced that Rumble Shorts has been approved by the Apple App Store. This means iPhone users are now able to download or update their Rumble apps to experience Rumble Shorts on iOS.Rumble announced the debut of Rumble Shorts on the web at rumble.com/shorts earlier this month. Google Play already approved Rumble Shorts for Android phones, so Apple’s approval means Rumble Sh

A Quick Look at Today's Ratings for NVIDIA(NVDA.US), With a Forecast Between $275 to $310 富途牛牛

Stock prices have been relatively stagnant this year, with the S&P 500 (SNPINDEX: ^GSPC) dipping 0.18% since the beginning of 2026, as of this writing. Some worry this could be a sign that this bull market is nearing its end. In fact, around 37% of investors predict that stock prices will drop in the next six months, according to the most recent weekly survey from the American Association of Individual Investors -- compared to only 34% who are optimistic about the future. If a bear market is around the corner, it may be tempting to sell your stocks now while prices are still high. But is that really the best move? Here's Warren Buffett's advice. Continue reading

After years of false starts, Canada’s moribund IPO market is showing glimmers of hope. For the first time since 2021, multiple firms are moving toward an initial public offering on the Toronto Stock Exchange. AGT Food and Ingredients Inc. said this month it is seeking to raise C$460 million ($336 million) in its return to the country’s public market. Separately, generic drugmaker Apotex Inc. is looking to raise as much as C$1 billion in a deal that may come during the first half of the year. Though sparse by New York standards, the prospective offerings are a sharp pickup for an IPO market that’s been mired in a dry spell, with often just one or two firms going public per year. Toronto’s investment bankers say there are more in the pipeline and expect to soon begin meetings with potential investors. “I think we should see a more regular cadence than what we saw, certainly, last year,” said Joe Kostandoff , managing director and co-head of equity solutions and equity capital markets at CIBC Capital Markets. The number of IPOs on the TSX fell from a record of 42 in 2021 to a two-decade low of just one in 2023. Investment bankers attribute the drop to a combination of deals that struggled shortly after their 2021 debut, as well as higher interest rates and the fact that Canadian companies are concentrated in sectors like energy and materials at a time when investors were hungry for tech firms. Read more: Historic IPO Drought in Canada Reaches a Full Year: ECM Watch Kostandoff pointed to healthy valuations, investor demand and well-subscribed recent stock deals as evidence that the market may be turning a corner. One textbook example is Brookfield-backed Rockpoint Gas Storage Inc. , which completed its first secondary offering at a 30% premium to the IPO price earlier this month after going public in 2025, he said. Fresh Crop Other IPO candidates for the TSX include Vale Base Metals, which has said it is working to be ready for a debut, and Onex Corp. -backed WestJet Ai...

2月25日，有色金属和稀有金属概念携手大涨。 接棒贵金属的涨势，寒锐钴业（300618.SZ）、云南锗业（002428.SZ）、章源钨业（002378.SZ）、东方钽业（000962.SZ）等大面积涨停；稀土永磁概念午后加速拉升，北方稀土（600111.SH）收盘涨停，中国稀土（000831.SZ）、中稀有色（600259.SH）等多股收涨超近9%。港股市场有色、化工等周期性行业领涨，铝业板块多股大涨。 消息面上，美国政府计划用AI模型为关键矿产定价，锗、镓、锑、钨成为首批纳入品种。 “全球小金属的供需格局或发生变化，定价核心转向战略稀缺性。”分析人士认为，然而这项计划的可行性仍然存疑，首先是AI模型的公正性存疑，定价是否有效。其次是数据来源、算法逻辑是否透明，以及其他影响因素尚未明确。 对于涨势过快，上述分析人士提示称，需保持警惕，美国银行已将欧洲矿业板块评级下调至“低配”，理由是负面经济数据可能带来风险。 小金属、稀土板块大涨 根据公开信息，特朗普政府正计划通过开发的人工智能项目，为关键矿产设定参考价格。 受此影响，隔夜伦敦金属交易所多品种集体走高。其中，锡期货涨幅超过5.4%，镍上涨约3.6%，铜涨超2%。 25日，A股小金属板块爆发，仅北方稀土一只股票就吸引了超过29亿元的资金流入。板块内，寒锐钴业暴涨13.53%，锡业股份、章源钨业、云南锗业等多只股票开盘涨停。 现货市场上，包头稀土产品交易所的报价显示，氧化镨钕、金属镨钕、金属钕、氧化镝、氧化铽价格节后迎来普涨，2月24日均价分别为88.2万元/吨、103.67万元/吨、112万元/吨、162.29万元/吨、643.8万元/吨，较节前分别上涨4.16万元/吨、3.17万元/吨、8万元、17万元、11.8万元/吨。 基本面上，硬件规模化放量正在直接拉动上游稀土功能材料的需求。银河证券在最新研报中指出，春节期间国内AI眼镜销量激增70%~80%，AI玩具成交同比暴增500倍，这些终端消费电子的爆发背后，高度依赖高性能钕铁硼永磁材料提供的精密动力输出与响应能力。 “小金属正在从制造业的辅料变为新质生产力的主粮。”一位矿业人士对第一财经称，2026年全球AI服务器市场的爆发式增长，正成为驱动稀土永磁、高端锡材等关键小金属需求的核心力量。与基本金属相比，小金属体量较小且供需集中度高，所以价格弹性更大，投机属性也相对...

When bad news hits the Artificial Intelligence (AI) sector, like fears of massive job losses or economic instability in the US caused by automation, it doesn’t just hurt tech stocks. It dampens the mood across the entire future tech basket, including crypto. We saw AI-induced panic in BTC, ETH, XRP, ...

部分欧佩克+（OPEC+）代表表示，他们预计该组织在本周末召开会议审议4月份政策时，将同意适度恢复增产。 据三位不愿透露姓名的代表称，由沙特和俄罗斯主导的该组织在周日视频会议召开前，尚未确定具体行动方案。美国与伊朗之间不断升级的冲突风险，也为市场前景蒙上阴影。 尽管市场普遍预期供应将过剩，但石油需求依然强劲，油价涨幅已达约17%。多位官员表示，他们预计4月将启动一系列小幅增产，并重申存在上调空间。部分分析师认为，欧佩克+可能日增产量13.7万桶，与去年年底的最小增幅保持一致。 尽管多家主流预测机构警告今年将出现严重供应过剩，但截至目前这一预期并未对油价构成压力——部分原因在于地缘政治风险加剧，同时北美、哈萨克斯坦、俄罗斯等地也出现了多起产量中断事件。 责任编辑：陈钰嘉

格隆汇2月25日｜俄罗斯副总理诺瓦克：俄罗斯国内燃料市场稳定、供应充足。

德意志银行和 高盛 正寻求借助代理型人工智能来加强交易监控、追踪潜在不当行为，这显示出金融机构正将此类技术纳入日常运营。 德意志银行技术、数据与创新主管Bernd Leukert表示，该行正与Alphabet Inc．旗下的 谷歌 云合作，开发一款大语言模型，用于识别订单、交易及市场波动中的异常情况。 所谓代理型人工智能，通常指能够自主规划并采取行动的人工智能系统，不同于仅提供信息的聊天机器人。德意志银行开发该工具的目标是在其投入运行后，将潜在的市场滥用行为标记出来并提交给人工合规人员处理。 此外，德意志银行还计划利用大语言模型监控交易员、销售人员及其他面向客户员工的通讯内容，相关部署预计将于今年晚些时候推出。 与此同时，据知情人士透露，高盛也在研究利用代理型人工智能分析交易，并寻找市场中的可疑信号或异常波动。由于讨论涉及未公开信息，知情人士要求匿名。高盛的一位代表拒绝置评。 在 野村控股 ，管理层正在与另一家全球性银行洽谈，计划共同训练人工智能监控模型，据该公司人工智能战略国际主管Tahir Zafar透露。 许多银行正在评估整合人工智能的方式，以期降低成本并提升效率。目前，大多数交易监控仍依赖基于规则的算法，通过预设程序来识别问题。 责任编辑：李肇孚

Washington tells Silicon Valley the Taiwan chip risk is no longer theoretical TechSpot

Amerigo Resources press release ( ARREF ): FY Non-GAAP EPS of $0.22. Revenue of $227.3M (+17.9% Y/Y). More on Amerigo Resources Ltd. Amerigo Resources: Electro-Copper Boosts Value For The Shareholders Amerigo expects to produce 63.8 M lbs of copper and 1.5 M lbs of molybdenum in 2026 Amerigo renews normal course issuer bid Seeking Alpha’s Quant Rating on Amerigo Resources Ltd. Historical earnings data for Amerigo Resources Ltd.

格隆汇2月25日｜美国贸易代表格里尔：针对歧视美国企业的贸易法在某些情况下可能有所帮助。

乌克兰总统泽连斯基25日表示，乌克兰武装部队此前打击俄罗斯沃特金斯克一处工厂时，所有发射的国产“火烈鸟”导弹均飞抵目标区域。他表示，尽管俄方防空系统进行了拦截，但仍有导弹成功命中目标，并强调所有发射导弹都到达了目标区域，显示出导弹的质量和精度。他还表示，俄罗斯正在追踪该型导弹的生产。泽连斯基称，未来导弹产量将取决于资金和部分关键部件的供应情况。（央视新闻）

Source: Bloomberg, 0:00

格隆汇2月25日｜美股光通信龙头Lumentum盘前涨幅扩大至2%，此前花旗维持其“买入”评级，目标价上调至800美元。

Taiwan Semiconductor Manufacturing Company Ltd. $TSM is Ramirez Asset Management Inc.'s Largest Position MarketBeat

Vanguard Personalized Indexing Management LLC Acquires 116,960 Shares of Apple Inc. $AAPL MarketBeat

Zenvia ( ZENV ) has notified Nasdaq of its decision to voluntarily delist its Class A common shares from Nasdaq and pursue SEC deregistration. The company cited high compliance costs, limited trading liquidity, and uncertainty in regaining Nasdaq’s $1.00 minimum bid price requirement as key reasons for the move. Zenvia previously received a Nasdaq notice on February 18, 2026, for failing to meet the minimum bid price requirement. Zenvia plans to file Form 25 with the U.S. Securities and Exchange Commission on March 9, 2026, with delisting expected to become effective on March 19, 2026. The company also intends to file Form 15 on March 19, 2026, which will immediately suspend its SEC reporting obligations. ZENV shares down 48% premarket. More on Zenvia Zenvia announces spin off of its CPaaS business unit Seeking Alpha’s Quant Rating on Zenvia Historical earnings data for Zenvia Financial information for Zenvia

(RTTNews) - Initial cues from the U.S. Futures Index suggest that Wall Street might open slightly up.

Pre-Market Stock Futures: Futures are trading higher this morning, but what a difference a day makes after a “Meltdown Monday.” Stocks rallied on Tuesday, and all major indices closed higher. While not recouping all of the losses from Monday, a strong bounce-back was a welcome sight for investors. A combination of a rebound in technology ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: AbbVie, Angel Studios, First Solar, IBM, Kroger, Molson Coors, Oracle, Workday, and More

IG Group and Tritax Big Box REIT set to be promoted to the blue chip index

*Other Operating Data Consensus Source: Bloomberg More on TJX TJX Companies: Rating Downgrade On Expensive Valuation TJX Non-GAAP EPS of $1.43 beats by $0.05, revenue of $17.74B beats by $360M TJX Q4 2026 Earnings Preview Seeking Alpha’s Quant Rating on TJX Historical earnings data for TJX

曲江文旅公告，公司在回收无锡汇跑55%股权回购款过程中，因公司与中天建设集团有限公司合同纠纷，导致业绩承诺方长臻信息拟向公司支付的1682.57万元被冻结。

格隆汇2月25日｜俄罗斯财长：今年实施更严格的预算规则将有助于保住国家财富基金，缓解汇市压力。

一份“科幻报告”引发的市场震荡，或许本身就是这个时代焦虑的缩影。 近日，一份名为《2028年全球智能危机》(The 2028 Global Intelligence Crisis)的报告在外网刷屏了，值得一提的是，这是一个预言式的推演报告，发布者也只是小型机构Citrini Research，团队在报告中推演了AI在2028年可能带来的经济危机，但这预言精准击中了市场的敏感神经，一度引发美股情绪恐慌与下跌。 报告虚构了一个反乌托邦未来，推演了若AI技术超预期发展，在2028年可能导致‌白领大规模失业、消费崩塌‌，进而引发系统性经济崩溃。报告提出了“幽灵GDP”（Ghost GDP）概念，即生产率提升但经济循环脱节，并设想到2028年美国的失业率可能冲至10.2%，标普500指数较2026年高点可能出现38%的回撤。 在报告一开始，作者就提到，报告中推演的逻辑是经过严谨构建的，但这只是一种‌情景设想，旨在探讨潜在的风险，并非像大多数研究工作那样做出预测。但美股在23日仍然经历了情绪性下跌，报告中提到的几家公司股价都在当天应声下跌。 “市场不需要理由，只需要一个触发因素。”有从业者感慨，这份报告并没有制造恐慌，人们对AI颠覆性影响的焦虑早已存在，潜藏在每个人的脑海中，但尚未反映在价格中，因此，这份报告只是将这种焦虑从一个地方转移到了另一个地方。 Citrini Research在报告中设定了一个假想的时间点——2028年6月，并具体描述了AI快速发展可能引发的连锁经济危机，其中的核心概念包括AI效率悖论、“幽灵GDP”与消费萎缩‌、商业模式瓦解等。 报告提出，如果我们对AI的乐观预期继续正确的话，但实际情况却是悲观的呢？也就是说，AI的成功可能会导致经济不稳定。 报告推演的核心链条是：‌‌AI技术日趋成熟，以至于公司解雇了大量高薪白领员工，并用廉价的AI取而代之。被解雇的白领消费减少导致企业收入减少，企业会使用更多的AI，导致更多的工作岗位消失，这是恶性循环。而后，股市、抵押贷款和银行开始崩溃，因为它们建立在人们会继续赚取高薪的前提上，尽管AI使经济“更具生产力”，但它却摧毁了人类经济。 在2026年，市场一直认为AI的冲击只是某些行业的个案。但报告认为这是一个认知误区。美国本质上是一个以白领服务业为主导的经济体，白领占总就业的50%，却贡献了约75%的可选消费支出。A...