A massive dividend hike at Nvidia (NASDAQ: NVDA) sounds dramatic, but the new payout still barely moves the yield needle. See why this change is more about symbolism, signaling, and capital allocation by watching the video below. *This video was published on May 29, 2026. Continue reading
A massive dividend hike at Nvidia (NASDAQ: NVDA) sounds dramatic, but the new payout still barely moves the yield needle. See why this change is more about symbolism, signaling, and capital allocation by watching the video below. *This video was published on May 29, 2026. Continue reading
FinkAvenue The Nasdaq Composite Index ( COMP:IND ) plunged more than 4% on Friday amid a wider slump in tech stocks. The tech-heavy index closed 4.18% lower. Chip and AI-related stocks fell in line with the broader market downturn triggered by the May labor report and growing uncertainty over prospects for a U.S.–Iran peace deal. For the week, tech stocks lagged the most, with Nasdaq’s top five wo...
FinkAvenue The Nasdaq Composite Index ( COMP:IND ) plunged more than 4% on Friday amid a wider slump in tech stocks. The tech-heavy index closed 4.18% lower. Chip and AI-related stocks fell in line with the broader market downturn triggered by the May labor report and growing uncertainty over prospects for a U.S.–Iran peace deal. For the week, tech stocks lagged the most, with Nasdaq’s top five worst performers belonging to the sector. Led by Strategy ( MSTR ), the list of decliners included major chip stocks such as Intel ( INTC ) and Broadcom ( AVGO ). Meanwhile, the weekly gainers were spread across the tech and industrial sectors, led by Marvell Technology ( MRVL ), which rose 31.85% for the week. Top gainers of the week: Marvell Technology ( MRVL ) 33.90% Axon Enterprise ( AXON ) 7.81% Old Dominion Freight Line ( ODFL ) 7.53% PACCAR ( PCAR ) 5.80% Fastenal ( FAST ) 5.62% Top losers for the week: Strategy ( MSTR ) -25.79% Palantir ( PLTR ) -13.70% Qualcomm ( QCOM ) -13.18% Broadcom ( AVGO ) -12.80% Intel ( INTC ) -12.44% More on Markets Broadcom Q2: AI Demand Still Points To A Strong FY2027 Ramp Broadcom: Why The AI Bull Case Is Broken Wall Street Roundup: AI Trade Passes The Baton 3 things to look out for on Monday Nasdaq plunged 4% as Wall Street ended deep in the red after the latest payrolls print
FinkAvenue The Nasdaq Composite Index ( COMP:IND ) plunged more than 4% on Friday amid a wider slump in tech stocks. The tech-heavy index closed 4.18% lower. Chip and AI-related stocks fell in line with the broader market downturn triggered by the May labor report and growing uncertainty over prospects for a U.S.–Iran peace deal. For the week, tech stocks lagged the most, with Nasdaq’s top five wo...
FinkAvenue The Nasdaq Composite Index ( COMP:IND ) plunged more than 4% on Friday amid a wider slump in tech stocks. The tech-heavy index closed 4.18% lower. Chip and AI-related stocks fell in line with the broader market downturn triggered by the May labor report and growing uncertainty over prospects for a U.S.–Iran peace deal. For the week, tech stocks lagged the most, with Nasdaq’s top five worst performers belonging to the sector. Led by Strategy ( MSTR ), the list of decliners included major chip stocks such as Intel ( INTC ) and Broadcom ( AVGO ). Meanwhile, the weekly gainers were spread across the tech and industrial sectors, led by Marvell Technology ( MRVL ), which rose 31.85% for the week. Top gainers of the week: Marvell Technology ( MRVL ) 33.90% Axon Enterprise ( AXON ) 7.81% Old Dominion Freight Line ( ODFL ) 7.53% PACCAR ( PCAR ) 5.80% Fastenal ( FAST ) 5.62% Top losers for the week: Strategy ( MSTR ) -25.79% Palantir ( PLTR ) -13.70% Qualcomm ( QCOM ) -13.18% Broadcom ( AVGO ) -12.80% Intel ( INTC ) -12.44% More on Markets Broadcom Q2: AI Demand Still Points To A Strong FY2027 Ramp Broadcom: Why The AI Bull Case Is Broken Wall Street Roundup: AI Trade Passes The Baton 3 things to look out for on Monday Nasdaq plunged 4% as Wall Street ended deep in the red after the latest payrolls print
Katherine Bordlethwait, Goldman Sachs asset management co head of equity client portfolio management, discussed the current equity market environment amid record highs and strong investor enthusiasm. She emphasized that continued earnings growth is critical for the market to sustain its momentum, noting that corporate profits as a percentage of GDP are at a record high. (Source: Bloomberg)
Katherine Bordlethwait, Goldman Sachs asset management co head of equity client portfolio management, discussed the current equity market environment amid record highs and strong investor enthusiasm. She emphasized that continued earnings growth is critical for the market to sustain its momentum, noting that corporate profits as a percentage of GDP are at a record high. (Source: Bloomberg)
In this article CRWD PANW Follow your favorite stocks CREATE FREE ACCOUNT Chief executive officer at Palo Alto Networks Inc., Nikesh Arora attends the 9th edition of the VivaTech trade show at the Parc des Expositions de la Porte de Versailles on June 11, 2025, in Paris. Chesnot | Getty Images Anthropic 's Mythos model offered a much-needed lifeline to cybersecurity firms in the age of artificial ...
In this article CRWD PANW Follow your favorite stocks CREATE FREE ACCOUNT Chief executive officer at Palo Alto Networks Inc., Nikesh Arora attends the 9th edition of the VivaTech trade show at the Parc des Expositions de la Porte de Versailles on June 11, 2025, in Paris. Chesnot | Getty Images Anthropic 's Mythos model offered a much-needed lifeline to cybersecurity firms in the age of artificial intelligence . Yet, this week's cybersecurity earnings offered a brutal reminder that even with tailwinds, sometimes good just isn't good enough as shares of CrowdStrike and Palo Alto Networks lost 8% and 3%, respectively. "People probably got a little over their skis," said Joseph Gallo, a software analyst at Jefferies. "Both gave accelerating guides, but at the end of the day ... a lot of these AI benefits take time, and this is a multi-year process." Cybersecurity stocks sold off early in the year as concerns that new AI tools, capable of building apps at lightning speed, would upend their business models and, by association, every software firm. The introduction of Mythos, a model deemed too powerful to release because it could be easily used to exploit software vulnerabilities, renewed enthusiasm for the sector, boosting shares of CrowdStrike and Palo Alto Networks more than 70% each between April and the end of May. Both companies were early partners in Anthropic's exclusive Project Glasswing testing program, which the AI lab expanded to 150 additional partners this week, including Rubrik and Tenable . This quarter's earnings marked the first major test for that Mythos-driven rally, and upbeat results and aggressively optimistic AI commentary from both cyber giants weren't enough for investors demanding immediate signs of an AI windfall. Stock Chart Icon Stock chart icon Palo Alto Networks and Crowdstrike year-to-date stock chart. The concept of good not being enough is no new phenomenon on Wall Street. Even AI darling Nvidia has succumbed to this phenomenon after fai...
Uniti Group ( UNIT ) announced that its subsidiary Kinetic ABS Issuer priced a $1.14B secured fiber network revenue term notes offering. The offering consists of $805.2M Class A-2 notes at 5.834%, $134.2M Class B notes at 6.224%, and $201.3M Class C notes at 7.536%. The Notes carry a weighted average coupon rate of approximately 6.18% and have an anticipated repayment date of June 2033. The Notes ...
Uniti Group ( UNIT ) announced that its subsidiary Kinetic ABS Issuer priced a $1.14B secured fiber network revenue term notes offering. The offering consists of $805.2M Class A-2 notes at 5.834%, $134.2M Class B notes at 6.224%, and $201.3M Class C notes at 7.536%. The Notes carry a weighted average coupon rate of approximately 6.18% and have an anticipated repayment date of June 2033. The Notes are expected to be secured by residential fiber network assets and customer agreements across Texas, Arkansas, Kentucky, Ohio, Georgia, Iowa, Alabama, Florida, North Carolina, and Oklahoma. The transaction is expected to close on July 15, 2026. Alongside the issuance, the Issuer plans to increase the size of its existing liquidity funding note facility to meet higher reserve requirements. Uniti intends to use the net proceeds for general corporate purposes, including success-based fiber network capital expenditures and/or debt repayment. More on Uniti Group Uniti Group: Fiber Internet With Execution Risks Uniti Group Inc. (UNIT) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript Uniti Group Inc. 2026 Q1 - Results - Earnings Call Presentation Mid-Cap communication services stocks ranked by quant ratings after earnings season Uniti Group's unit expands fiber network with new cloud customer deals
Riskified ( NYSE: RSKD ) on Friday said its board of directors authorized the repurchase of up to $75 million of the company's Class A ordinary shares, subject to completion of required Israeli regulatory procedures. The new authorization is in addition to the company's previously approved share repurchase programs totaling $375 million. Riskified said approximately $344.4 million of that authoriz...
Riskified ( NYSE: RSKD ) on Friday said its board of directors authorized the repurchase of up to $75 million of the company's Class A ordinary shares, subject to completion of required Israeli regulatory procedures. The new authorization is in addition to the company's previously approved share repurchase programs totaling $375 million. Riskified said approximately $344.4 million of that authorization had been utilized as of June 4, 2026. The company said any repurchases may be made from time to time through open-market transactions, privately negotiated deals or other means permitted under applicable securities laws, and would be funded from existing cash and cash equivalents. Riskified said the timing and amount of any repurchases will be determined at its discretion, and the program may be suspended, modified or discontinued at any time. Source: Press Release More on Riskified Riskfield: The Growth Story Is Even Better Today Riskified Non-GAAP EPS of $0.05 beats by $0.02, revenue of $88.27M beats by $0.55M Riskified Q1 2026 Earnings Preview
Wall Street’s major market averages finished deep in the red on Friday as traders assessed May's labor report, which put the tech space under heavy pressure. The benchmark S&P 500 ( SP500 ) lost 2.6%, the blue-chip Dow ended down 1.3%, and the tech-focused Nasdaq Composite dropped 4.1%. On a week-to-date basis, the S&P 500 was down 2.6%. Seeking Alpha analyst Agar Capital said that he had been exp...
Wall Street’s major market averages finished deep in the red on Friday as traders assessed May's labor report, which put the tech space under heavy pressure. The benchmark S&P 500 ( SP500 ) lost 2.6%, the blue-chip Dow ended down 1.3%, and the tech-focused Nasdaq Composite dropped 4.1%. On a week-to-date basis, the S&P 500 was down 2.6%. Seeking Alpha analyst Agar Capital said that he had been expecting this rotation since Treasury yields began rising again several weeks ago. The analyst added that Friday’s jobs report simply provided the markets with a much-needed catalyst following several signs of cooling sentiment — including Broadcom's earnings report — and the market also finally digested the fact that the arrival of mega-IPOs, particularly SpaceX, could drain liquidity, potentially leading to a sell-off in the stocks and sectors that have outperformed the most in recent weeks and months as investors reallocate capital to these new listings. On a sector-by-sector basis, six of the 11 S&P sectors finished the week in positive territory, and five ended in the red. Energy ( XLE ) and Healthcare ( XLV ) were the strongest-performing sectors this week, with gains of 2.47% and 2.46%, respectively. At the other end of the spectrum, Technology ( XLK ) and Consumer Discretionary ( XLY ) were the biggest laggards this week, with losses of 5.48% and 4.91%, respectively. “The jobs report caused yields to rise across the entire yield curve, thereby reducing the likelihood of a Fed rate cut, and triggered selling, especially in the tech sector. It's financial math: high-interest rates lead to a repricing of high-duration stocks (growth, tech, semiconductors, etc.). In a risk-off phase like this, investors tend to allocate capital toward more defensive sectors such as healthcare, energy, and real estate, which are less sensitive to interest rate increases,” Agar Capital concluded. Weekly sector performance: Energy Select Sector SPDR Fund ( XLE ): +2.47% Health Care Select Se...
Bank of England Governor Andrew Bailey suggested that artificial intelligence may need to be rationed because a lack of energy capacity will restrain the ability for every economic sector to deploy the new technology. Bailey said on Friday that companies and governments face “very big social choices” as they could be forced to decide between priorities, such as revolutionizing health care or makin...
Bank of England Governor Andrew Bailey suggested that artificial intelligence may need to be rationed because a lack of energy capacity will restrain the ability for every economic sector to deploy the new technology. Bailey said on Friday that companies and governments face “very big social choices” as they could be forced to decide between priorities, such as revolutionizing health care or making breakthroughs in defense technology. “AI is probably going to fairly soon be at a point where it can do more things, more big things than we have the power supply to achieve,” Bailey said at an event with Bloomberg’s Stephanie Flanders and former Cabinet minister Ed Balls in Kirkcaldy, Scotland. “Do we want to make more very big breakthroughs in health?” Or “do we want to make more breakthroughs in drone technology to fight the Russians in Ukraine,” he asked in one possible trade-off. The caution comes amid concern the mass roll-out of energy-hungry data centers — critical to advances in AI — is straining power supplies round the world. Data centers require massive, constant flows of power and experts say it could lead to much higher overall energy demand. Bailey said the issue of potential trade-offs was recently raised with him by the head of a large AI firm, whom he didn’t name. Stuck in Middle The central bank chief has argued that the UK economy ’s slow growth can be attributed to it being stuck between waves of technological innovation. The last one was the IT boom and the internet. While he sees artificial intelligence as the most likely candidate to be the next general purpose technology, he has cautioned that it will take time for the productivity benefits to feed through. Turning to fears about the implications of AI for employment, Bailey signaled he’s not concerned about the technology causing a surge in job losses, saying it will both create and destroy roles. “There’ll be new jobs — data scientists, for instance,” he said. And, “there will be jobs that don’t...
Questions & Answers Authored by James Howard Kunstler, "I’m the look-around candidate. All you have to do to understand why I’m surging in the polls is just look around. . . ." - Spencer Pratt Just watch in wonder and nausea as California’s mail-in ballots dribble in, providing a real-time demonstration of the “Our Democracy” party spitting in the country’s face again, since everybody knows exactl...
Questions & Answers Authored by James Howard Kunstler, "I’m the look-around candidate. All you have to do to understand why I’m surging in the polls is just look around. . . ." - Spencer Pratt Just watch in wonder and nausea as California’s mail-in ballots dribble in, providing a real-time demonstration of the “Our Democracy” party spitting in the country’s face again, since everybody knows exactly what’s going on. Meanwhile, the Senate voted down the SAVE Act again this week by 52 to 48 for. . . reasons . But, hey, cheer up, it’s Pride Month. At the same time that California was queering its own “jungle primary,” a troupe of drag queens swanned and capered around New York’s City Council Chamber in what was called a “Pride Ball” (actually more of a show than a ball ). And what it really showed is that the party running New York City has no shame. How, exactly, does mental illness intersect with the public interest , you might ask? Historians of the future, roasting armadillos-on-the-half-shell over their campfires, will probably figure it out. For now, you must pretend that no such question even exists. Don’t bother asking. Just go along with the gag. Here’s a scene you might like to see: As you know by now, the president has nominated Acting Attorney General Todd Blanche to be the Senate-confirmed full-on, bona fide AG. But Senator Thom Tillis (R-NC) says he would require Mr. Blanche to declare that the Jan 6, 2021, Capitol riot was “an insurrection.” Wouldn’t it be fun to hear Mr. Blanche reply by saying, “Can’t do that, sir, because the DOJ has an ongoing case that involves dozens of federal officers from several agencies instigating the events of that day in collusion with members of Congress and the US military, and, well, I can say no more about that at this time. . . .” Similarly, election fraud. Just days ago, Mr. Trump, told Miranda Divine of The New York Post , “We had a rigged election [2020], we can’t have rigged elections. We know who rigged the electio...
J Studios/DigitalVision via Getty Images Over the last five years, when I thought about the Amplify CWP Enhanced Dividend Income ETF ( DIVO ), I thought of an ETF with little ability to capture the ongoing technological revolution. But when I think about DIVO today, I think instead of something that could save our portfolio from this very revolution. Don't get me wrong; I'm not referring to the ov...
J Studios/DigitalVision via Getty Images Over the last five years, when I thought about the Amplify CWP Enhanced Dividend Income ETF ( DIVO ), I thought of an ETF with little ability to capture the ongoing technological revolution. But when I think about DIVO today, I think instead of something that could save our portfolio from this very revolution. Don't get me wrong; I'm not referring to the overhyped “AI bubble”; I'm referring to emerging evidence from this recent period that honestly worries me a little. An imbalance I notice on the S&P 500, an imbalance that could, in my opinion, be partially addressed with DIVO. What is DIVO? An actively managed ETF with a portfolio turnover of 94% annually without a clear reference benchmark where management follows a strategy defined as " Enhanced Dividend Income Portfolio " (EDIP) with an expense ratio of 0.56% total. This is even though the benchmarks used for comparison in the prospectus are the S&P 500 Total Return Index and the CBOE S&P 500 BuyWrite Index. DIVO - Profile (Seeking Alpha) It is compared to buy-write strategies on the S&P 500 because it has a monthly distribution structure that includes dividends, option premiums, and, in some periods, return of capital. Today the distribution rate is approximately 4.78%, and the 30-Day SEC Yield is 1.53%, where 65% of distributions are classified as return of capital (RoC) and 35% as net investment income (an element that progressively reduces the investor's cost basis). This is to try to get as close as possible to the annual target declared in the prospectus , 2-3% from dividends and 2-4% from option premiums and potential capital appreciation. How is it built? CWP builds a portfolio of 20-25 securities; note: it is actively managed , therefore without passive market cap weighting, although with an explicit constraint; no single security can exceed 8% of the portfolio, and no single sector can exceed 30% of the total. If I were to identify another constraint, it would ...
The Dow Jones Industrial Average fell 695 points, or 1.4%. The Nasdaq composite fell 4.2%. Nvidia and Broadcom were among the heaviest weights on the market.
The Dow Jones Industrial Average fell 695 points, or 1.4%. The Nasdaq composite fell 4.2%. Nvidia and Broadcom were among the heaviest weights on the market.
SpaceX on Friday signed a blockbuster cloud computing agreement under which Google will pay the Elon Musk-founded rocket company $920 million per month for access to a massive cluster of AI chips, according to a disclosure in its initial public offering filing.The deal resembles one struck with AI giant Anthropic, in which SpaceX leased compute capacity at its Colossus data centers in Memphis, Ten...
SpaceX on Friday signed a blockbuster cloud computing agreement under which Google will pay the Elon Musk-founded rocket company $920 million per month for access to a massive cluster of AI chips, according to a disclosure in its initial public offering filing.The deal resembles one struck with AI giant Anthropic, in which SpaceX leased compute capacity at its Colossus data centers in Memphis, Tennessee for $1.25 billion a month.