Nvidia (NASDAQ: NVDA) has become a staple investment amid the artificial intelligence (AI) build-out. Its returns have made many investors richer, and the company's future still looks bright. However, now and again, a shiny new toy comes along that makes investors look away, and recently, that has been Sandisk (NASDAQ: SNDK) . The memory-chip maker has delivered unbelievably high returns in a shor...
Nvidia (NASDAQ: NVDA) has become a staple investment amid the artificial intelligence (AI) build-out. Its returns have made many investors richer, and the company's future still looks bright. However, now and again, a shiny new toy comes along that makes investors look away, and recently, that has been Sandisk (NASDAQ: SNDK) . The memory-chip maker has delivered unbelievably high returns in a short time frame, rising 4,500% in the past year. That's about the same total return that Nvidia has provided since 2020. The question is, has Sandisk been a flash in the pan, or is it a real, long-term alternative to investing in Nvidia? Image source: Getty Images. Continue reading
RiverNorthPhotography/iStock Unreleased via Getty Images Introduction Back when I first covered Tyson Foods ( TSN ), I rated them Buy, highlighting the company 's improving financials and high-potential strategic pivot towards value-added products that can allow them to benefit from more predictability, long-term growth, and even broader tailwinds in consumer trends. Following a solid quarter and ...
RiverNorthPhotography/iStock Unreleased via Getty Images Introduction Back when I first covered Tyson Foods ( TSN ), I rated them Buy, highlighting the company 's improving financials and high-potential strategic pivot towards value-added products that can allow them to benefit from more predictability, long-term growth, and even broader tailwinds in consumer trends. Following a solid quarter and a more attractive valuation, TSN remains a Buy, offering a solid yield, strong financials, and better exposure to long-term tailwinds following their strategic pivot, evolving beyond a simple commodity business. Solid Quarter, Guidance Boost Tyson Foods IR TSN reported a solid Q2 report given the current macro conditions, beating the market 's sales and EPS consensus , with the H1'FY26 free cash flow reaching $432 million, for a $50 million increase compared to FY25, while the company reduced its total debt by a very significant $747 million, with solid performance in Prepared Foods, while beef volumes continued to be weak, although they are trying to offset that through pricing while the operating margins remain negative in the segment. Similar to Cal-Maine Foods ( CALM ) - which is also working on redefining its portfolio through more value-added egg products - Tyson is also advancing on similar endeavors, with a major post-pandemic investment cycle that should help them expand into higher value-added products like pre-cooked foods and snacks. Tyson Foods IR As highlighted before, after this major investment cycle, TSN was quick to work on improving its balance sheet, and even though the Net Debt/Adj. LTM EBITDA ratio increased to 2.2x in Q2'FY26; we can see a very significant drop in CAPEX that can indicate a pivot that can support a return to their normalized FCF. Tyson Foods IR In fact, Tyson Foods actually boosted its FY26 guidance, expecting a $100 million increase in their FCF to a range of $1.2 billion to $1.8 billion, with a slight drop in net interest expenses an...
Athitat Shinagowin/iStock via Getty Images Investment Thesis This article continues my coverage of the Fidelity High Dividend ETF ( FDVV ), a popular $9.7 billion fund with a 0.15% expense ratio and a 2.70% trailing dividend yield. I last reviewed FDVV on March 5, 2026, when I reiterated my "buy" rating due to its solid dividend yield, strong growth potential, and overall smart approach to portfol...
Athitat Shinagowin/iStock via Getty Images Investment Thesis This article continues my coverage of the Fidelity High Dividend ETF ( FDVV ), a popular $9.7 billion fund with a 0.15% expense ratio and a 2.70% trailing dividend yield. I last reviewed FDVV on March 5, 2026, when I reiterated my "buy" rating due to its solid dividend yield, strong growth potential, and overall smart approach to portfolio construction. Since that review was published, FDVV has delivered a 5.59% total return - a pretty solid result, based on the peer group I've created below that consists of the Schwab U.S. Dividend Equity ETF ( SCHD ), the First Trust Morningstar Dividend Leaders Index Fund ( FDL ), the Vanguard Dividend Appreciation Index Fund ETF ( VIG ), and the Capital Group Dividend Value ETF ( CGDV ). Seeking Alpha The funds that overweight Energy, like SCHD and FDL, are still leading by a good margin YTD due to the Iran War, but FDVV is holding its own, and in many ways, that's the expected result of what I term its "barbell" approach to portfolio construction. On one end, you have low-yielding growth stocks that ensure good bull market participation, and on the other end, you have high-yielding defensive stocks that help mitigate losses and ensure above-average current income. Together, the net result is an ETF that offers 24.07% net profit margins, 14.40% next-year EPS growth, and a 3.00% estimated dividend yield. As this article highlights, these statistics are very competitive with the funds listed above, so as a result, reiterating my "buy" rating on FDVV today was an easy decision. I hope you enjoy the read. FDVV Overview: Strategy and Composition According to its fact sheet , FDVV tracks the Fidelity High Dividend Index, whose selection process I've summarized below: 1. The selection process starts with dividend-paying U.S. stocks and excludes those outside the top 1,000 by market cap and those with payout ratios in the top 5%. 2. The Index calculates composite scores for ea...
AI版权战争，出现了一个意想不到的新战场。这一次，被告不是AI公司，而是唱片公司。 据报道，美国音乐家联合会（American Federation of Musicians，AFM）于6月5日在纽约曼哈顿联邦法院起诉环球音乐集团（Universal Music Group）和华纳音乐集团（Warner Music Group），指控两家公司未经音乐人同意，将相关录音授权给AI音乐平台Suno和U...
AI版权战争，出现了一个意想不到的新战场。这一次，被告不是AI公司，而是唱片公司。 据报道，美国音乐家联合会（American Federation of Musicians，AFM）于6月5日在纽约曼哈顿联邦法院起诉环球音乐集团（Universal Music Group）和华纳音乐集团（Warner Music Group），指控两家公司未经音乐人同意，将相关录音授权给AI音乐平台Suno和Udio用于模型训练和商业开发。 案件本身并不复杂。音乐人的核心质疑只有一句话： 你们凭什么拿我的演奏、我的声音、我的作品去和AI公司谈授权？ 更重要的是——如果授权产生收益，为什么钱归你们？ 这场诉讼真正值得关注的地方，是在于它标志着AI版权战争正在进入新的阶段。 过去两年，人们讨论AI版权，主要聚焦于一个问题：AI公司有没有侵权？如今，这个问题正在发生变化。 真正的争议已经开始从“能不能训练”，转向“谁有资格授权”。 第一阶段：版权方起诉AI AI版权战争最初的故事非常简单。AI公司抓取海量音乐、文章、图片和视频训练模型。版权方认为自己的内容被未经许可地复制和利用，于是提起诉讼。从《纽约时报》起诉OpenAI，到环球音乐、索尼音乐等唱片公司起诉Suno、Udio，核心逻辑都一样，AI训练是否构成版权侵权？谁拥有训练数据的控制权？ 这一阶段的矛盾，是版权产业与AI产业之间的矛盾。 第二阶段：版权方开始和AI谈合作 但现实比诉讼跑得更快。当AI产业逐渐成为无法回避的新市场之后，越来越多版权机构开始意识到，与其阻止AI，不如向AI收费。 于是，大量授权谈判开始出现。出版社开始与AI公司签订内容许可协议。 图片库开始出售训练数据授权。唱片公司也开始与AI企业讨论音乐数据合作。 AI产业逐渐接受一个新的商业逻辑，训练数据需要付费。 版权产业也逐渐接受一个新的现实，AI不会消失。双方开始从法庭走向谈判桌。 于是，一个新的问题出现了。 第三阶段：创作者问，钱为什么不是我的？ 这正是本案真正的价值所在。当唱片公司与AI公司达成合作之后，音乐人突然发现，原来自己并不在谈判桌上。过去，音乐人与唱片公司之间的利益关系相对清晰。唱片公司负责投资、制作、发行和运营。音乐人提供创作与演奏。双方按照合同分配收益。 但AI改变了这一切。因为AI训练所需要的，不只是版权。它还需要声音、风格、演奏技巧、表演...
tadamichi/iStock via Getty Images The Federal Home Loan Mortgage Corporation ( FMCC ) and the Federal National Mortgage Association ( FNMA ) have both been in a downtrend since September 2025. It appears that investors have become impatient with getting a resolution on an end to their conservatorship or another positive catalyst. Hope was riding on the GSE's finally ending their conservatorship ab...
tadamichi/iStock via Getty Images The Federal Home Loan Mortgage Corporation ( FMCC ) and the Federal National Mortgage Association ( FNMA ) have both been in a downtrend since September 2025. It appears that investors have become impatient with getting a resolution on an end to their conservatorship or another positive catalyst. Hope was riding on the GSE's finally ending their conservatorship about one year ago when President Donald Trump vowed to do so . This hope came from the following Truth Social media post: President Trump's Post from May 27, 2025 (Truth Social) FMCC and FNMA stocks both increased from the single digits up to the mid-teens in the months following that post. However, no further progress on that initiative led to a sell-off since the stocks peaked in the mid-teens. Now both stocks are back down in the single digits. Recent Developments Regarding GSE Situation Back in January 2026, President Trump proposed a plan for Fannie Mae and Freddie Mac to purchase $200 billion of mortgage bonds. The idea behind this is to lower mortgage rates, making housing more affordable. This initiative suggests that the privatization of the GSEs could be delayed. The President might now want to use FMCC and FNMA to help lower the costs of housing instead of taking them private. Of course, the possibility of taking them private is still a possibility. This situation can still benefit the shareholders of the GSEs. The President could forgive the government's senior preferred stake in the GSEs . This would deem them as repaid based on capital returned to the government under the net worth sweep. At that point, FMCC and FNMA could be re-listed on the NY stock exchange. This could create a more liquid market for these companies, and it would lead to a significant appreciation in the book value of the equity held by private shareholders. In February 2026, FHFA Director Bill Pulte explained how much of the government stake in the GSEs would be sold in the event that a pot...