Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the JMST ETF (Symbol: JMST) where we have detected an approximate $127.3 million dollar outflow -- that's a 2.0% decrease week over week (from 125,400,0

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares MSCI ACWI ex US ETF (Symbol: ACWX) where we have detected an approximate $264.6 million dollar inflow -- that's a 2.4% increase week over wee

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the iShares Russell 1000 Growth ETF (Symbol: IWF) where we have detected an approximate $961.3 million dollar outflow -- that's a 0.8% decrease week ove

AMD at PyTorch Conference Europe AMD

Getty Images DroneShield shares have lost 2% since my last report . I have a buy rating on the name and even with the drone aggression in the Middle East, I can somewhat understand why the stock price has not moved substantially. In this report, I discuss why I believe the shares have not moved up substantially and since the company has also provided its annual report, I will discuss the earnings which closely match the preliminary earnings that were already disclosed. I will also present my updated price target which is lower, but still supports a buy rating. Why DroneShield Stock Has Not Moved Up Sharply The situation in Iran and how neighboring countries are attacked with drones puts the focus on drone stocks or better said stocks that provide counter-drone solutions. DroneShield is one of those companies, but did not benefit. One reason is more than likely the valuation of the stock. In my prior assessment, I found that the stock was fairly valued with earnings for 2027 in mind. Typically, I value stocks one year ahead of earnings and that did not leave any upside. However, I did mark the shares a buy since the expected earnings for 2028 showed substantial upside. At the same time, the peer group EV/EBITDA multiple against which the model developed by The Aerospace Forum calculates the multi-year price targets dropped from 23.5x to 22.6x. So, from valuation perspective there was no near-term driver for the stock price. The situation in Iran seemingly is a good one for companies such as DroneShield. However, I believe that DroneShield is not the best equipped against to counter the drones we have seen deployed in Iran. The addressable market for counter-drone solutions is big with over $35 billion in opportunities for the military market and over $28 billion in the addressable market. With Iran striking military bases and energy infrastructure, we have basically seen that there is demand for counter-drone solutions. At the same time, we note that airports, energy...

relif/iStock via Getty Images Introduction IAC Inc. ( IAC ), in my view, is an undervalued stock because the market still looks at the company as a complex holding company instead of a set of different useful assets. The current equity valuation appears to be dominated by the mark-to-market value of the MGM stake, search uncertainty, and legacy doubts for the print and HoldCo complexity. Yet the underlying parts, when valued separately, are coming out to be worth more than what the public market is currently assigning to the company. On my SOTP analysis, I estimate that IAC is worth around $51 in a bear case, $59.3 per share in a base case, and $66.4 per share in a bull case. This shows a big upside relative to the current share price. I do not think investors need to underwrite an explicit restructuring or aggressive breakup to see upside. In my view, the current share price gives substantial credit to the MGM stake and cash while assigning limited value to People and the smaller private assets. If the market begins to value the existing pieces on a more disaggregated basis, the shares can rerate toward sum-of-the-parts value without requiring a management-led transaction thesis. Therefore, this stock is a ‘Strong Buy’ for me. Company Background & Evolution IAC has long been structured as a holding company that incubates, owns, and eventually separates Internet and media businesses. Over time, that model has produced a number of major spinoffs and separations, including Expedia, Match.com, and Vimeo . The latest phase of simplification accelerated over the last two years. The Angi spin-off in March 2025 and the March 2026 sale of Care.com led to the initial steps for further company simplification. This history matters because the current investment case is not built on just a new idea; rather, it is built on a structure that IAC has used repeatedly. Care.com sale announcement (IAC IR ) Even after those moves, however, IAC is not yet a clean company that can be eas...

Oracle (ORCL) vs Salesforce (CRM): Which Cloud Giant Should You Buy in 2026? Blockonomi

Thomas Barwick/DigitalVision via Getty Images In recent months, US Foods Holding ( USFD ) has performed quite well. Back in January of this year, I reaffirmed the company as a ‘hold’ candidate. This was based off of the continued growth that the company was achieving, combined with what I perceived to be some attractive upside. Since then, the stock has risen by 10.9%, easily outperforming the 4.9% drop that the S&P 500 saw. This is great to see in and of itself. However, the downside here is that, compared to other similar enterprises, the stock is looking fairly valued at best. Even though there is an opportunity for additional upside, I think investors should be cautious here. I firmly believe that reaffirming the company as a ‘hold’ candidate is the right move here. Taking a bit out of US Foods Holding The only new data that investors have access to since I last wrote about US Foods Holding covers through the final quarter of the company's 2025 fiscal year . During that time, revenue was $9.80 billion. That's a pretty solid increase in revenue compared to the $9.49 billion that the company reported the previous year. According to management, the firm benefited to the tune of 0.8% from a rise in case volume. Independent restaurant case volume jumped a particularly robust 4.1%, while healthcare volume grew 2.9%. The hospitality space, meanwhile, popped by 3.1%. There were other metrics as well, but you get the idea. An even bigger driver of revenue expansion, however, was food cost inflation amounting to 1.8% that management essentially had to pass on to its customers. Author - SEC EDGAR Data As revenue for the company improved, profitability improved also. Net income jumped from $66 million to $184 million. This means that the company saw an improvement in profit margins also. And according to the company, this seems to have been driven at least in part by productivity improvements and actions taken to streamline administrative processes and costs. Other profitab...

AMZN Expands Multicloud Networking for Enhanced Connectivity GuruFocus

Anthropic ( ANTHRO ) unveiled its latest AI model Claude Opus 4.7, which is now generally available. The company said that Opus 4.7 is a notable improvement on Opus 4.6 in advanced software engineering, with particular gains on the most difficult tasks. Opus 4.7 handles complex, long-running tasks with rigor and consistency, pays precise attention to instructions, and devises ways to verify its own outputs before reporting back, according to the company. However, Anthropic noted that Opus 4.7 is less capable than its most powerful model Claude Mythos Preview, which the company is discussing with the Trump administration despite a legal tussle between the two after a blacklisting. "The model also has substantially better vision: it can see images in greater resolution. It’s more tasteful and creative when completing professional tasks, producing higher-quality interfaces, slides, and docs. And—although it is less broadly capable than our most powerful model, Claude Mythos Preview—it shows better results than Opus 4.6 across a range of benchmarks," said the company on Thursday. The AI tech giant noted that it has kept Claude Mythos Preview’s release limited and plans to test new cyber safeguards on less capable models first, with Opus 4.7 being the first such model. "We are releasing Opus 4.7 with safeguards that automatically detect and block requests that indicate prohibited or high-risk cybersecurity uses," said the company. Opus 4.7 is available today across all Claude products and the company's API, Amazon Bedrock, Google Cloud’s Vertex AI, and Microsoft Foundry. Pricing remains the same as Opus 4.6: $5 per million input tokens and $25 per million output tokens, the company added. Last week, Anthropic unveiled Claude Mythos Preview, a general-purpose frontier model, which the company called its "most capable yet for coding and agentic tasks. Its strength in cybersecurity is a direct result of that broader capability: a model that can deeply understand and modify ...

AMD stock just achieved a milestone it hasn't in over 20 years TradingView — Track All Markets

AMD stock just achieved a milestone it hasn't in over 20 years TradingView

根据 摩根大通 的数据，在此前股市上涨行情中基本处于观望状态的散户交易员，现在开始追涨。 该行最新的客户流量数据显示，散户买入活动大幅反弹，整体参与度从几天前约10%的分位数跃升至55%的分位数。这一回升表明，在主要股指徘徊于历史高点附近之际，散户投资者开始发力追赶。 这轮反弹主要由个股购买激增所推动，个股购买升至过去一年来的71%分位数。相比之下，对交易所交易基金的需求有所减弱，ETF资金流入从前一周的53%分位数下滑至33%的分位数。 责任编辑：张俊 SF065

PM Images/DigitalVision via Getty Images The year started off much like the second half of 2025, with most stocks going up and caution being penalized. February brought a market that was best described as “weird” with multiple, large sector wide moves driven by themes like perceived AI winners and losers. Then the Iran War and growing systemic private credit risk complicated matters more. We lagged the market to start the quarter but performed better relatively as “weird” turned to “bad.” We continue to look very different than and often at odds with the Russell 2000 index, as has been the case for much of the last two plus years. That will not always be bad for relative returns like it has been over the last twelve months during what has continued to be a lower quality rally as we have written about before. Fund Characteristics P/V Ratio High-50s% Cash 13.1% # of Holdings 16 Click to enlarge All data as of March 31, 2026 Annualized Total Return (%) 1Q 1 Year 3 Year 5 Year 10 Year Since Inception Small-Cap Fund -2.72 3.10 9.78 2.07 6.11 9.54 Russell 3000 -3.96 18.09 17.86 10.87 13.72 10.85 Russell 2000 0.89 25.72 13.05 3.77 9.88 9.28 Russell 2000 Value 4.96 28.09 13.80 5.79 9.61 10.05 Click to enlarge Effective May 1, 2024, the Fund changed its broad-based securities market index to the Russell 3000 Index due to regulatory requirements. The Fund retained the Russell 2000 Index and the Russell 2000 Value Index as performance benchmarks because they more closely align with the Fund's investment strategies and restrictions. Inception date 2/21/1989. Returns reflect reinvested capital gains and dividends but not the deduction of taxes an investor would pay on distributions or share redemptions. Performance data quoted represents past performance. Past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Curr...

Did ARK’s Buying, Trump’s Praise and AIP Adoption Just Recast Palantir Technologies’ (PLTR) Investment Narrative? Yahoo Finance

In recent days, Palantir Technologies has drawn fresh attention as ARK Invest increased its holdings, President Donald Trump publicly praised its defense-focused AI platforms, and the company highlighted rapid adoption of its Artificial Intelligence Platform across U.S. commercial and government customers. This mix of high-profile investor support, political endorsement, and expanding real-world AI deployments is reinforcing Palantir’s image as critical infrastructure for military and...

Perma-Pipe International press release ( PPIH ): Q4 GAAP EPS of $0.60. Revenue of $55.1M. Income before income taxes increased to $6.4 million for the quarter and $27.5 million for the full year, compared to $5.3 million and $18.5 million in the prior year periods, respectively More on Perma-Pipe International Perma-Pipe International Holdings Offers Robust Upside Seeking Alpha’s Quant Rating on Perma-Pipe International Historical earnings data for Perma-Pipe International Financial information for Perma-Pipe International

(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — Look at this masterpiece… I'm showing it to you as a simple line chart without any technical indicators or trendlines to point out how simple it can be when you buy a breakout out of a multiyear consolidation. Caterpillar (CAT) shook off years of sideways churn and slow-and-steady advances to become an absolute beauty. They should be calling this company Butterfly now. CAT broke out last July as enthusiasm for its power business became part of the AI bull market on Wall Street. And once it took off, it never looked back. This name has not even been near its rising 200-day moving average ever since, despite the pullbacks and volatility in the stock market. This was a one-decision stock that hasn't forced you to reconsider ever since the breakout. If only they all could do this. We haven't gotten around to writing about CAT despite it being on our list for the last 10 months. Today, we're going to fix that. Best Stock Spotlight: Caterpillar, Inc. (CAT) Sean — Caterpillar's equipment is easy to spot. Their brand is synonymous with the yellow colored equipment you see on the side of the road across the U.S. They actually have their own yellow, called Caterpillar Yellow, which was introduced in 1979 for higher visibility and better brand alignment. You may remember this is a similar story to Deere , which we wrote about first here on June 5. DE is up 13% since that first write up, and it has been a rough ride. The stock was kicked off the list in the fall of 2025, traded sideways through year end, and was added back as things picked up in 2026. In hindsight, we should have written about CAT. From the date of when we wrote about DE in June of 2025, Caterpillar is up 120%. The entire industry that both CAT and DE reside in has been ripping. The Machinery industry within the industrial sector group is home to these two companies, along with stocks like...

据Axios报道，一名以色列国防部官员表示，与黎巴嫩的停火协议可能会在周四夜间宣布。 该官员称，我们正处于十字路口。目前尚无定论，但今天可能会有结果。 目前，标普500指数涨0.2%，道指大致持平，纳指涨0.3%，半导体指数涨1.1%。

Energy Transfer (NYSE: ET) is off to a strong start in 2026, with shares trading up 13%. Because it is one of the largest midstream companies in North America, Energy Transfer stands to benefit from rising energy demand from data centers, a revenue catalyst that could send the stock price even higher. If that expanding demand starts turning into more revenue, Energy Transfer shares may not trade under $20 for long. Continue reading

Kremlin acknowledges criticism after blogger warns Putin 'squeezed' Russians could erupt Reuters

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the VanEck Junior Gold Miners ETF (Symbol: GDXJ) where we have detected an approximate $168.2 million dollar outflow -- that's a 1.7% decrease week over

格隆汇4月16日｜据AXIOS，一名以色列国防部官员表示，（与黎巴嫩的）停火协议可能会在周四晚间宣布。该官员称，我们正处于十字路口。目前尚无定论，但今天可能会有结果。

Ben McKenzie, actor, director and producer of the new documentary "Everyone is Lying to You For Money" is tearing into the crypto industry, arguing it thrives on speculation, avoids regulation, and enables massive criminal activity. He joined Bloomberg Open Interest with a warning that as crypto becomes more embedded in the financial system, the risks could spill over into the real economy, setting the stage for a crisis eerily similar to the one it claimed to replace. (Source: Bloomberg)