Investors holding Vanguard S&P 500 ETF (NYSEARCA:VOO) own a slice of the cheapest, largest cap-weighted index fund on the market, and it has been doing its job. VOO is up 10.25% year-to-date through July 7, 2026, riding a benchmark that continues to be dominated by mega-cap technology. The pitch to swap VOO for the Pacer ... The S&P 500 Is Up 5% This Year. This ‘Cash Cow’ Fund Is Up 9%
Investors holding Vanguard S&P 500 ETF (NYSEARCA:VOO) own a slice of the cheapest, largest cap-weighted index fund on the market, and it has been doing its job. VOO is up 10.25% year-to-date through July 7, 2026, riding a benchmark that continues to be dominated by mega-cap technology. The pitch to swap VOO for the Pacer ... The S&P 500 Is Up 5% This Year. This ‘Cash Cow’ Fund Is Up 9%
JHVEPhoto/iStock Editorial via Getty Images CVS Health ( CVS ) and its subsidiary Omnicare have agreed to pay $440M to the Department of Justice to resolve a lawsuit that accused the senior care pharmacy of improperly charging the federal government for false prescription drug claims. As part of the settlement, CVS ( CVS ) will pay $130M within two weeks and the remainder by March 15, 2028, accord...
JHVEPhoto/iStock Editorial via Getty Images CVS Health ( CVS ) and its subsidiary Omnicare have agreed to pay $440M to the Department of Justice to resolve a lawsuit that accused the senior care pharmacy of improperly charging the federal government for false prescription drug claims. As part of the settlement, CVS ( CVS ) will pay $130M within two weeks and the remainder by March 15, 2028, according to a U.S. bankruptcy court filing. Omnicare filed for Chapter 11 bankruptcy protection in September after a federal judge in Manhattan ordered it to pay $949M as part of a whistleblower lawsuit that found the company guilty of fraudulently billing the government health agencies, including Medicare. In May, the U.S. Bankruptcy Court approved Omnicare to be sold to GenieRx Holdings, a partnership between private investment firm Milrose Capital and healthcare investment and management firm Integro Asset Management. The agreements stem from good-faith negotiations among several parties, including Omnicare and its creditors, the DOJ, and CVS, according to the court filing. “The agreements are not an admission of liability or wrongdoing and were agreed upon to avoid the time and expense of further litigation,” a CVS ( CVS ) spokesman said. “We’re pleased to put this matter behind us as part of a successful conclusion of the Omnicare Chapter 11 case.” More on CVS CVS Health: The Surprising Healthcare Outlier CVS Offers A Compelling Turnaround Opportunity Not Seen In Years CVS Health: Still Cheap And Signs Of Improvement Medicare Advantage insurers to receive over $13B in bonus payments in 2026 Humana, Centene lead healthcare rally in Q2 over Medicare Advantage optimism
Roughly $400 billion. That is how much market value Eli Lilly (NYSE:LLY) has added over the past year, with shares climbing from $773.86 on July 2, 2025 to $1,213.91 on July 2, 2026, a 56.86% gain that has pushed the drugmaker’s market capitalization to $1.063 trillion. No other Big Pharma name has expanded its footprint ... Eli Lilly’s $400 Billion Surge Is Reshaping Big Pharma
Roughly $400 billion. That is how much market value Eli Lilly (NYSE:LLY) has added over the past year, with shares climbing from $773.86 on July 2, 2025 to $1,213.91 on July 2, 2026, a 56.86% gain that has pushed the drugmaker’s market capitalization to $1.063 trillion. No other Big Pharma name has expanded its footprint ... Eli Lilly’s $400 Billion Surge Is Reshaping Big Pharma
On CNBC’s Squawk on the Street on July 9, 2026, Jim Cramer argued that the real profit engine of the enterprise AI wave sits at the model layer, which is collecting the checks hyperscalers are writing. “Anthropic is the one that’s actually making a lot of money doing some work on Salesforce,” Cramer said, going ... Jim Cramer: “Anthropic Is the Winner Now” as Enterprises Move to Slash Tech Budgets...
On CNBC’s Squawk on the Street on July 9, 2026, Jim Cramer argued that the real profit engine of the enterprise AI wave sits at the model layer, which is collecting the checks hyperscalers are writing. “Anthropic is the one that’s actually making a lot of money doing some work on Salesforce,” Cramer said, going ... Jim Cramer: “Anthropic Is the Winner Now” as Enterprises Move to Slash Tech Budgets in Half
tuachanwatthana/iStock via Getty Images CECO Environmental ( CECO ) up 4.3% in Thursday's trading as J.P. Morgan initiates coverage of the air purification equipment provider with an Overweight rating and $130 price target, citing its "transformative" acquisition of Thermon. The Thermon deal will boost total revenue by ~50% while effectively doubling adjusted EBITDA, and it " rewires the mix towar...
tuachanwatthana/iStock via Getty Images CECO Environmental ( CECO ) up 4.3% in Thursday's trading as J.P. Morgan initiates coverage of the air purification equipment provider with an Overweight rating and $130 price target, citing its "transformative" acquisition of Thermon. The Thermon deal will boost total revenue by ~50% while effectively doubling adjusted EBITDA, and it " rewires the mix toward recurring, installed-base revenue, lifting pro forma short-cycle exposure to ~40% and smoothing legacy CECO' s lumpy project cash flows," JPM analyst Tomohiko Sano says. Legacy CECO ( CECO ) has strong organic momentum, Sano says, with orders up 97% Y/Y in Q1 for a sixth consecutive quarter above $200M, lifting the backlog above $1B against a $7B-plus pipeline, driven by power generation with natural gas turbines emerging as the bridge technology for surging AI and data center electricity demand. Margin expansion is central to the CECO ( CECO ) thesis, the analyst says, supported by four structural levers: Thermon's higher-margin mix, $40M of run-rate cost synergies by year three, 80/20 self-help that cuts SG&A by ~15% Y/Y, and operating leverage on a largely fixed-cost base. More on CECO Environmental CECO Environmental Presents at 16th Annual Wells Fargo Industrials & Materials Conference - Slideshow CECO Environmental Momentum Continues Post Thermon Merger CECO Environmental: Building Conviction After The Thermon Deal
A welcoming sign at Palm Beach International Airport, as it is renamed as "President Donald J. Trump International Airport," in West Palm Beach, Florida, U.S., July 9, 2026. Marco Bello | Reuters The airport in West Palm Beach, Florida, has officially been renamed after President Donald Trump , the first time an airport has been named after a sitting U.S. president. Effective Thursday, the facilit...
A welcoming sign at Palm Beach International Airport, as it is renamed as "President Donald J. Trump International Airport," in West Palm Beach, Florida, U.S., July 9, 2026. Marco Bello | Reuters The airport in West Palm Beach, Florida, has officially been renamed after President Donald Trump , the first time an airport has been named after a sitting U.S. president. Effective Thursday, the facility will be called the President Donald J. Trump International Airport, the Federal Aviation Administration said. The airport — formerly known as Palm Beach International Airport — said in an FAQ posted online that "updates to signage, branding and public‑facing materials, will occur in phases." As part of the transition, the airport's FAA locational identifier will change from PBI to DJT. The International Air Transport Association code change is set to occur on Aug. 18. Major U.S. carriers including United Airlines and Delta Air Lines began putting the new airport "DJT" code on their booking pages on Thursday, though consumers searching for flights can still use the old "PBI" code to find the airport. More than a dozen airlines fly into the facility, including domestic leaders Delta, United, American Airlines and Southwest Airlines . Read more CNBC airline news 'Bring 'em on': Delta wants United's crown over the Pacific, too Spirit's collapse, high fuel prices test limits of summer vacation spending Meet the pilots flying Spirit Airlines' yellow jets to the desert The fresh branding comes after Florida Gov. Ron DeSantis signed a bill into law earlier this year to change the name of the airport. The move was later approved by the FAA. The name change is estimated to cost $5.5 million, the airport said. The state of Florida appropriated $2.75 million toward the project, according to the airport's FAQ, and the remaining costs for the transition will be funded through the local Department of Airports' operating budget and capital improvement program. "While we recognize that th...
baranozdemir/E+ via Getty Images Investors searching for defense exposure have spent the past year piling into Ducommun ( DCO ), attracted by its ties to missile programs, munitions production and a recovering aerospace market. According to RBC Capital Markets, that enthusiasm may have finally outrun the fundamentals. The firm on Thursday downgraded Ducommun ( DCO ) to Sector Perform from Outperfo...
baranozdemir/E+ via Getty Images Investors searching for defense exposure have spent the past year piling into Ducommun ( DCO ), attracted by its ties to missile programs, munitions production and a recovering aerospace market. According to RBC Capital Markets, that enthusiasm may have finally outrun the fundamentals. The firm on Thursday downgraded Ducommun ( DCO ) to Sector Perform from Outperform while raising its price target to $175 from $155, arguing that although the aerospace and defense supplier remains well positioned, much of the near-term upside has already been reflected in the stock's valuation. Missile boom helps, but only up to a point Ducommun has benefited from investor demand for companies tied to growing missile and munitions production. The company supplies components to programs including PAC-3, AMRAAM, SM-3, SM-6, Tomahawk and other high-priority defense systems. RBC estimates missiles and munitions account for roughly 13% of total company revenue and about 23% of defense revenue. The problem is that investors already know that story. RBC projects missile and munitions revenue will grow at a 17% annual rate through 2028, far faster than most of Ducommun's other businesses. But the firm notes that roughly 60% of Ducommun's defense exposure still comes from aircraft and ground vehicle programs that may face pressure as Pentagon spending increasingly shifts toward hypersonics, unmanned systems, space and artificial intelligence. In other words, investors are buying the missile story while perhaps forgetting that a large portion of the company still makes money the old-fashioned defense way. Aerospace recovery remains intact Commercial aerospace remains another bright spot. RBC forecasts commercial aerospace revenue will rise from $308 million in 2025 to $400 million by 2028, helped by increasing Boeing 737 MAX production rates and stronger deliveries across Airbus programs. The firm expects Ducommun's 737 MAX-related revenue to climb from $61 mil...
Amazon (NASDAQ: AMZN) turned heads when it said it plans to raise at least $25 billion in corporate bonds to scale its AI build-out. It's major news for companies that have integrated themselves into AI infrastructure and can ripple across several parts of the bottleneck. Investors can position themselves to benefit by gaining more exposure to the AI trade , but some opportunities are better than ...
Amazon (NASDAQ: AMZN) turned heads when it said it plans to raise at least $25 billion in corporate bonds to scale its AI build-out. It's major news for companies that have integrated themselves into AI infrastructure and can ripple across several parts of the bottleneck. Investors can position themselves to benefit by gaining more exposure to the AI trade , but some opportunities are better than others. Image source: Getty Images. Continue reading
Clough Capital CEO Vince Lorusso is taking a more cautious approach to equity markets, shifting toward higher-quality stocks while building cash reserves as he waits for better entry points in some of the market's high-flying names. In an interview with CNBC, Lorusso explained that while he remains bullish on the multi-year AI infrastructure investment theme, tactical adjustments are warranted giv...
Clough Capital CEO Vince Lorusso is taking a more cautious approach to equity markets, shifting toward higher-quality stocks while building cash reserves as he waits for better entry points in some of the market's high-flying names. In an interview with CNBC, Lorusso explained that while he remains bullish on the multi-year AI infrastructure investment theme, tactical adjustments are warranted given recent price run-ups. Lorusso sees the massive capital expenditure cycle into AI infrastructure as a hundreds-of-billions or trillions-of-dollars opportunity that will play out over multiple years. "I think you're right to say that if you're depositing the checks from this AI infrastructure build-out, that's a multiyear investment theme, and we really like it," he said. However, the portfolio manager noted that Clough Capital has reduced net exposure and is being more selective in the current environment. Within the data center buildout, Lorusso identified optical networking as one of the primary beneficiaries. He pointed to companies like Lumentum ( LITE ), Applied Optoelectronics ( AAOI ), and Corning ( GLW ) as key players in this space. "Corning ( GLW ), I think, is probably at the top of the food chain there in terms of quality and length of the business model, duration, and diversification of customers and cash flow generation," Lorusso explained. Beyond optical networking, Clough Capital also holds positions in copper-related companies. Lorusso noted that copper is integral both to the electric grid buildout and data center infrastructure, offering resilience and strong conductivity. "There's just enough money to go around," he observed. Despite the tactical pullback from some positions, Lorusso emphasized that his portfolios maintain exposure to high-quality semiconductor names, including ASML ( ASML ), TSMC ( TSM ), and Nvidia ( NVDA ). "Tactically, we're sidestepping some of the highflyers here looking for better price entry points," he said, describing the cur...
A new idea from Sunrun on ways to generate highly sought-after computing power could drive major gains for the solar stock, according to Wells Fargo. The home solar panel and battery company wants to turn your house into a miniature data center by connecting artificial intelligence computing nodes to its network of solar panels and battery units. Plus, they're going to compensate households for pa...
A new idea from Sunrun on ways to generate highly sought-after computing power could drive major gains for the solar stock, according to Wells Fargo. The home solar panel and battery company wants to turn your house into a miniature data center by connecting artificial intelligence computing nodes to its network of solar panels and battery units. Plus, they're going to compensate households for participating. With this, Wells Fargo analyst Praneeth Satish thinks shares could skyrocket from current levels. He has an overweight rating on Sunrun and a price target of $22, implying upside of 83% from Wednesday's close. "The opportunity could be massive," Satish wrote Wednesday in a note to clients. "While we recognize it's early and there are still a lot of unknowns, we believe the total addressable market for Sunrun could be significant." RUN 6M mountain RUN over past six months. The distributed computing nodes will be designed for inference – individual prompt responses, as distinct from the underlying model training, that are becoming a bigger part of overall AI computing demand. "AI compute revenue potential dwarfs other battery uses," Satish wrote, estimating more than $4 per kilowatt-hour, compared to other uses that fall well below $1. Sunrun said that compensation details for households will be given to customers prior to their enrollment in the program, which will be subject to various legal terms. Wells Fargo estimated that household payments for the program would be in the ballpark of $1,000 annually, in line with other virtual power plant programs offered by domestic energy storage companies.
Meta Platforms CEO扎克伯格表示，该公司需要获得尽可能多的计算能力，但在一个运行和开发AI产品所需资源短缺的市场中，他也正在考虑，如果将Meta的部分AI基础设施出租给外部企业，是否能带来更高的价值。扎克伯格表示，出租算力资源或者考虑此类交易具有合理性。据本月早些时候报道，Meta正在制定云业务计划——这将有助于公司通过其数据中心及其他算力合作项目直接创造收入。扎克伯格表示，只要我...
Meta Platforms CEO扎克伯格表示，该公司需要获得尽可能多的计算能力，但在一个运行和开发AI产品所需资源短缺的市场中，他也正在考虑，如果将Meta的部分AI基础设施出租给外部企业，是否能带来更高的价值。扎克伯格表示，出租算力资源或者考虑此类交易具有合理性。据本月早些时候报道，Meta正在制定云业务计划——这将有助于公司通过其数据中心及其他算力合作项目直接创造收入。扎克伯格表示，只要我们想要，肯定存在建立云业务的潜力。扎克伯格表示，这并不意味着Meta已经过度建设或拥有过剩的算力。“我不知道业内有谁觉得自己的算力过剩，”他说。他补充道，Meta目前正在充分利用其所有的计算资源。
Welcome back to Soundbite. Today, podcasting’s generational shift claims more programming, including some of the field’s original names. Let’s talk about it. If you appreciate this kind of work, please support it and subscribe . Reach me through email . Up first, here’s what I’m reading and writing this week: Spotify Technology SA removed over 500,000 artificial streams that turned Malcolm Todd’s ...
Welcome back to Soundbite. Today, podcasting’s generational shift claims more programming, including some of the field’s original names. Let’s talk about it. If you appreciate this kind of work, please support it and subscribe . Reach me through email . Up first, here’s what I’m reading and writing this week: Spotify Technology SA removed over 500,000 artificial streams that turned Malcolm Todd’s song Earrings into one of the most popular songs on its charts and helped people win bets on Kalshi. Lizzo’s latest album flopped and became part of a trend where internet denizens try to tear down pop stars. We’ve talked a lot about politicians recognizing the power of podcasts and showing up on unconventional programs, mostly hosted by comedians. But I was surprised to see star New York Times reporters Maggie Haberman and Jonathan Swan appear on Tim Dillon’s show to promote their bestselling book. Podcasting’s silenced generation Three bits of interesting news hit this past week. Slate’s Culture Gabfest , a podcast that started 18 years ago, is over . Mike Pesca, a former Slate staffer whose daily podcast The Gist kicked off 12 years ago, is vacating his show . And, in more encouraging news, Stephen Dubner of Freakonomics Radio is releasing his first “TV show,” an interview program on YouTube called Better in Person . All these shows have specific, individual reasons to change. But taken together, it’s also clear the repercussions of podcasting’s generational shift are officially upon us. Audio is out. Visuals are in. Over the past year, various indicators of this transition have been piling up. Marc Maron ended his program after 16 years. Al Franken, an audio evangelist going back to the days of Air America in 2004, released his final episode last week, too. And many of the remaining audio-centric stars are attempting video in some fashion. (Witness Ira Glass, who is now recording promotional clips for This American Life .) Even Apple Podcasts, largely a holdout for ears...
sanfel/iStock Editorial via Getty Images Carnival Corporation ( CCL ) shares jumped over ~5% to ~$26.96 on Thursday, recovering after a weekly decline of 3.90%. Despite the rebound, the stock is still down 13.03% YTD, while the S&P 500 ( SP500 ) has gained 9.31% in the same period. The company also declared a $0.15/share quarterly dividend , unchanged from the previous payout. However, the recent ...
sanfel/iStock Editorial via Getty Images Carnival Corporation ( CCL ) shares jumped over ~5% to ~$26.96 on Thursday, recovering after a weekly decline of 3.90%. Despite the rebound, the stock is still down 13.03% YTD, while the S&P 500 ( SP500 ) has gained 9.31% in the same period. The company also declared a $0.15/share quarterly dividend , unchanged from the previous payout. However, the recent decline was mainly due to rising Middle East tensions , which increased concerns about higher fuel costs and travel disruptions. The conflict has increased risks around energy prices and shipping routes, creating pressure for cruise operators that rely heavily on fuel for operations. Since management previously highlighted the impact of “extreme geopolitical volatility,” including higher crew travel costs, freight expenses, and weaker international flight capacity, investors worried about pressure on Carnival’s margins. However, today's price rally suggests that the focus might now be shifting towards its improving fundamentals and outlook. The cruise company maintained its full-year EPS guidance at $2.22 and expects cost-control efforts to offset temporary pressure from weaker yields. The management also highlighted long-term growth plans in its Q2 earnings, including new Princess Cruises ships and capacity expansion. The stock currently holds a “Buy” rating from Seeking Alpha’s Quant System, Seeking Alpha analysts, and Wall Street analysts, indicating continued confidence in Carnival’s recovery despite near-term geopolitical headwinds. More on Carnival Carnival Corporation Ltd. 2026 Q2 - Results - Earnings Call Presentation Carnival Corporation Ltd. (CCL) Q2 2026 Earnings Call Transcript Carnival: Demand Hasn't Blinked, And I Don't Think It Will Cruise operators, airlines, and hotels fall on renewed geopolitical tensions Travel stocks extend losses to fifth session amid higher oil prices
Energy prices are much higher in 2026. That’s good news for some investors. The Vanguard Energy ETF (NYSEMKT:VDE) and Global X - MLP & Energy Infrastructure ETF (NYSEMKT:MLPX) offer different ways to play the energy cycle, with VDE tracking diversified giants and MLPX focusing on midstream assets. Both funds capitalize on recent energy sector momentum but approach the industry from different angle...
Energy prices are much higher in 2026. That’s good news for some investors. The Vanguard Energy ETF (NYSEMKT:VDE) and Global X - MLP & Energy Infrastructure ETF (NYSEMKT:MLPX) offer different ways to play the energy cycle, with VDE tracking diversified giants and MLPX focusing on midstream assets. Both funds capitalize on recent energy sector momentum but approach the industry from different angles. This analysis compares the broad, equity-focused strategy of the Vanguard fund against the infrastructure-centric portfolio of the Global X fund to help you determine which fits your investment goals. 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. Dividend yield is the trailing-12-month distribution yield. Continue reading
Micron Technology (NASDAQ: MU) and Intel (NASDAQ: INTC) both delivered earnings that reframed how investors think about AI silicon. Micron posted record fiscal Q3 results powered by memory pricing. Intel notched a sixth straight revenue beat while absorbing a heavy restructuring hit. One is harvesting the AI build-out today. The other is rebuilding fabs and ... Micron Vs. Intel: Which Volatile Mem...
Micron Technology (NASDAQ: MU) and Intel (NASDAQ: INTC) both delivered earnings that reframed how investors think about AI silicon. Micron posted record fiscal Q3 results powered by memory pricing. Intel notched a sixth straight revenue beat while absorbing a heavy restructuring hit. One is harvesting the AI build-out today. The other is rebuilding fabs and ... Micron Vs. Intel: Which Volatile Memory Giant Should Investors Buy Now?
Third-Party Audit by SGS Confirms Icelandirect’s Manufacturing Operations Meet the Supplement Safety & Compliance Initiative’s Rigorous GMP Benchmarks — Required or Accepted by Walmart, Sam’s Club, Amazon, GNC, and Other Leading RetailersCLIFTON, N.J., July 09, 2026 (GLOBE NEWSWIRE) -- Icelandirect, LLC, a leading U.S.-based contract manufacturer of supplements, vitamins, and nutraceuticals for hu...
Third-Party Audit by SGS Confirms Icelandirect’s Manufacturing Operations Meet the Supplement Safety & Compliance Initiative’s Rigorous GMP Benchmarks — Required or Accepted by Walmart, Sam’s Club, Amazon, GNC, and Other Leading RetailersCLIFTON, N.J., July 09, 2026 (GLOBE NEWSWIRE) -- Icelandirect, LLC, a leading U.S.-based contract manufacturer of supplements, vitamins, and nutraceuticals for human and pet brands, has achieved Supplement Safety & Compliance Initiative (SSCI) certification. The
Bloomberg's Tasos Vossos joins Katie Greifeld on "Bloomberg Real Yield." Bond investors are increasingly betting on flexible funds that can buy whatever they like as lofty credit market valuations leave little margin for error. (Source: Bloomberg)
Bloomberg's Tasos Vossos joins Katie Greifeld on "Bloomberg Real Yield." Bond investors are increasingly betting on flexible funds that can buy whatever they like as lofty credit market valuations leave little margin for error. (Source: Bloomberg)
asbe/iStock via Getty Images Introduction LNG and gas demand are part of a broad macro trend I have been discussing intensively for the past two years, and one of the easiest ways to hold the key infrastructure that benefits from this is owning the Alerian AMLP ETF ( AMLP ). Ten months ago, I last dealt with it, suggesting it was a buy . When we look at AMLP, we always have to consider that its 7....
asbe/iStock via Getty Images Introduction LNG and gas demand are part of a broad macro trend I have been discussing intensively for the past two years, and one of the easiest ways to hold the key infrastructure that benefits from this is owning the Alerian AMLP ETF ( AMLP ). Ten months ago, I last dealt with it, suggesting it was a buy . When we look at AMLP, we always have to consider that its 7.5% dividend yield plays a big role when we calculate total returns. No wonder that AMLP is an income investor's favorite. Why I Own AMLP While upstream can be volatile due to fluctuating commodity prices, AMLP gives exposure to what is quite stable in the energy value chain: the infrastructure that moves oil and gas from the wells to the ports and storage facilities. Moreover, the ETF allows most investors, especially non-American residents, to avoid K-1 tax headaches. In fact, the fund holds all the MLPS but wraps them into a C-corp structure so that distributions become ordinary dividends, with an expense ratio of 1.01% (0.84% management fees, 0.17% internal tax drag). Its NAV is $12.16 billion, and it is top-heavy, with the first six (out of 16) positions accounting for 78.56% of the fund. Seeking Alpha While the structure of the ETF has not changed in recent years, what has actually changed is the world we live in. In fact, since my last update, the outbreak of the war between Israel, the U.S., and Iran, which has repeatedly closed the Strait of Hormuz (as we are currently seeing once again), has made everyone aware of one of the most important bottlenecks in the oil and LNG seaborne supply chain. Some of the strikes, such as the one on Qatar's Ras Laffan , knocked out an estimated 17% of the exporter's LNG capacity, with the worst-hit trains (2 out of 14) taking 3-5 years to be fully repaired . Now, none of AMLP's holdings touch Hormuz, as all the MLPs are in North America. However, with the world's second-largest LNG exporter being cut off from the supply chain, Europ...