Precious metal shave been one of the market’s hottest sectors the past year. The iShares Silver Trust (NYSEMKT:SLV) provides direct exposure to silver prices, whereas Sprott Gold Miners ETF (NYSEMKT:SGDM) targets the equity of companies mining gold, leading to different risk-return profiles and income potential. Investors looking for precious metals exposure can choose between owning the physical ...
Precious metal shave been one of the market’s hottest sectors the past year. The iShares Silver Trust (NYSEMKT:SLV) provides direct exposure to silver prices, whereas Sprott Gold Miners ETF (NYSEMKT:SGDM) targets the equity of companies mining gold, leading to different risk-return profiles and income potential. Investors looking for precious metals exposure can choose between owning the physical commodity and the companies that extract it. While both can serve as inflation hedges, investing in the metals directly often exhibits volatility patterns different from those of metal mining stocks, which are influenced by corporate balance sheets and operational costs. 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
serts/iStock via Getty Images Investment Thesis Since the launch of ChatGPT in 2022, there has been a worry around job displacements. Most Gen Zs are now skeptical of taking the traditional route of a 4-year degree that could potentially land them a prestigious position in a law or consulting firm. The reasoning behind this fear is that, AI models seem to be really good at most knowledge work, and...
serts/iStock via Getty Images Investment Thesis Since the launch of ChatGPT in 2022, there has been a worry around job displacements. Most Gen Zs are now skeptical of taking the traditional route of a 4-year degree that could potentially land them a prestigious position in a law or consulting firm. The reasoning behind this fear is that, AI models seem to be really good at most knowledge work, and that includes coding, research, and graphic design. To combat this AI job displacement, most young people are now opting for trade schools, as these jobs appear to be more AI-resistant. Adding on top of this are the massive tech layoffs that have been happening since last year. In preparation for future careers, I don't see the youth doubling down on getting an MBA or a CS degree; instead, they'll opt for trade jobs in the hopes of achieving job security and closing the ongoing blue-collar shortage. Universal Technical Institute ( UTI ) is one of the vocational trade schools that have seen enrollments growing in recent years. UTI offers training and certification in the automotive, electrical, and construction fields. They achieve this by developing a strong partnership with leading firms in the industry for brand value and recognition. And as a result of an acquisition of Concorde College, the firm has expanded its reach to the healthcare sector. In the last 5 years, UTI and its closest peer, Lincoln Educational Services ( LINC ), have massively outperformed the S&P 500 ( SPY ), returning 642.2% and 563.2%, respectively, while the SPY appreciated by almost a double. 5 year performance (YCharts) Most of the returns happened in the beginning of 2024; this was the period when more and more junior work in tech firms was being offloaded to LLMs. In this period, software firms were transitioning from the prototype or experimentation phase to inputting LLMs into their actual workflows. In the last 3 years, UTI returned 580.89% and LINC returned 621.47%, leading their industry pe...
The Investing for Beginners Podcast recently revisited one of the most influential ideas in modern finance. That was Benjamin Graham’s concept of buying with a margin of safety. In fact, according to host Andrew Sather, Graham’s Columbia students went on to compound capital at extraordinary rates using the same principles applied to wildly different portfolios. ... These Investors Earned 20% to 33...
The Investing for Beginners Podcast recently revisited one of the most influential ideas in modern finance. That was Benjamin Graham’s concept of buying with a margin of safety. In fact, according to host Andrew Sather, Graham’s Columbia students went on to compound capital at extraordinary rates using the same principles applied to wildly different portfolios. ... These Investors Earned 20% to 33% Returns Using The Same Philosophy on Completely Different Stocks
Washington and Wall Street are increasingly colliding over artificial intelligence. As AI becomes both an economic engine and a national security concern, the people building the technology are finding themselves pulled into political battles they never asked for. That’s what is happening with the world’s most important AI executive, who is getting caught up between ... Elizabeth Warren Lays a Tra...
Washington and Wall Street are increasingly colliding over artificial intelligence. As AI becomes both an economic engine and a national security concern, the people building the technology are finding themselves pulled into political battles they never asked for. That’s what is happening with the world’s most important AI executive, who is getting caught up between ... Elizabeth Warren Lays a Trap for Jensen Huang. He May Have No Choice But to Accept
Pope Leo on Saturday urged global leaders to avoid dividing their electorates with “sterile simplifications” to gain popularity and called on them to listen to the world’s cries for peace, in a forceful speech opening a week-long tour of Spain. Leo, who has angered US President Donald Trump by criticising his anti-immigration policies and the Iran war, will meet homeless people in Madrid and migra...
Pope Leo on Saturday urged global leaders to avoid dividing their electorates with “sterile simplifications” to gain popularity and called on them to listen to the world’s cries for peace, in a forceful speech opening a week-long tour of Spain. Leo, who has angered US President Donald Trump by criticising his anti-immigration policies and the Iran war, will meet homeless people in Madrid and migrants in the Canary Islands during a visit he has said he hopes will set an example to the world about...
Poca Wander Stock/iStock via Getty Images Guidewire Software, Inc. ( GWRE ) reported the company’s fiscal Q3 results from the February-April quarter on the 4 th of June. The cloud insurance software company’s earnings momentum remained fantastic, but an underwhelming ARR performance sent the stock down -10% following earnings. I believe that while Guidewire’s overall growth story stands, there’s s...
Poca Wander Stock/iStock via Getty Images Guidewire Software, Inc. ( GWRE ) reported the company’s fiscal Q3 results from the February-April quarter on the 4 th of June. The cloud insurance software company’s earnings momentum remained fantastic, but an underwhelming ARR performance sent the stock down -10% following earnings. I believe that while Guidewire’s overall growth story stands, there’s some reason to be cautious. I upgraded my rating to Hold in my previous March article on the stock, titled “ Guidewire Software: Valuation And Growth Finally Match.” The stock has since lost a further -17% of its value; meanwhile, the S&P 500 has gained 9%. My Rating History on GWRE (Seeking Alpha) Guidewire Q3 Review The Q3 report seemed expectedly good on the surface, continuing recent momentum. Guidewire’s revenues grew by 27% year-on-year to $372.5 million, accelerating slightly from previous quarters and beating Wall Street’s consensus estimate for the 9 th time in a row as a result. The most important subscription & support revenue stream once again showed very good growth. Adjusted operating income came in at $77.8 million, up by 69% from a year ago through revenue growth and rapid leverage on operating expenses. The quarter showed an adjusted EPS of $0.82, beating the Wall Street consensus by 8 cents. Given the company’s previous guiding behavior, guidance raises can nearly be expected from Guidewire in each report. Guidewire has now raised the FY2026 guidance three times in the three latest earnings reports. After the Q3 report, Guidewire now guides $1460-1470 million in FY2026 revenues, suggesting 21-22% growth, and $314-324 million in adjusted operating income, up by 51-56% from FY2025. GWRE Q3'FY26 Investor Presentation Based on surface-level financials, the report seemed to continue Guidewire’s growth story in a consistent manner. The earnings report raised a clear concern, though—ARR growth wasn’t as strong as expected. The metric is critical in determining Gui...
At the beginning of 2026, most experts were expecting at least one or two Federal Reserve rate cuts this year. Now, there's more than a 50% chance priced into the market that the Fed's next move will be a rate hike. If that happens, here are five stocks that could win. *Stock prices used were the morning prices of June 3, 2026. The video was published on June 4, 2026. Continue reading
At the beginning of 2026, most experts were expecting at least one or two Federal Reserve rate cuts this year. Now, there's more than a 50% chance priced into the market that the Fed's next move will be a rate hike. If that happens, here are five stocks that could win. *Stock prices used were the morning prices of June 3, 2026. The video was published on June 4, 2026. Continue reading
In this article STLA GM Follow your favorite stocks CREATE FREE ACCOUNT EVs are prepared for export overseas through frame transportation in Taicang Port Area, Suzhou Port, Jiangsu Province, China, on May 11, 2026. Costfoto | Nurphoto | Getty Images Chinese electric vehicles face crippling tariffs , stringent regulations and fierce opposition from lawmakers and the American auto industry, but ther...
In this article STLA GM Follow your favorite stocks CREATE FREE ACCOUNT EVs are prepared for export overseas through frame transportation in Taicang Port Area, Suzhou Port, Jiangsu Province, China, on May 11, 2026. Costfoto | Nurphoto | Getty Images Chinese electric vehicles face crippling tariffs , stringent regulations and fierce opposition from lawmakers and the American auto industry, but there's a growing possibility that Chinese EVs will be sold in the U.S. within the next few years. China has deliberately and aggressively expanded its EV footprint throughout Europe, the U.K., Asia and Australia, exporting millions of well designed, high-tech, and competitively priced vehicles, building factories and widening supply chains. Now, it's set its sights on Western nations, especially the U.S. — the world's second-largest automotive market after its own — which has significantly retreated from its own EV ambitions. Therein lies an existential conundrum facing the Big Three — General Motors , Ford and Stellantis . While they continue to offer a limited number of EVs, they're primarily focused on producing and selling internal combustion engine vehicles, while many auto experts concur that EVs are the future of the global auto industry and that China is poised to control the market. "U.S. companies have stepped back from a lot of their electric vehicle campaigns, because they haven't been able to develop, in an inexpensive way, a compelling value proposition for U.S. consumers," said Stephen Dyer, a managing director in the automotive and industrial practice at AlixPartners. But if EVs are the future, he said, "You can't be competitive if you're not in the game." Nor can the Big Three rest on their laurels. "Detroit automakers perfected the business of manufacturing traditional vehicles powered by gasoline engines," said Michael Dunne, CEO of Dunne Insights, a consultancy that focuses on EVs and autonomous vehicles. But when they were confronted with the dramatic shif...
Justin Sullivan/Getty Images News Broadcom ( AVGO ) shares lost ~14% this week as Wall Street soured on the semiconductor firm’s Q2 FY26 update, which, however, beat the Street forecasts for both quarterly results and full-year outlook. Here is a snapshot of the various views that Seeking Alpha analysts offered on the Palo Alto-based tech giant this week as its shares trade at the lowest level in ...
Justin Sullivan/Getty Images News Broadcom ( AVGO ) shares lost ~14% this week as Wall Street soured on the semiconductor firm’s Q2 FY26 update, which, however, beat the Street forecasts for both quarterly results and full-year outlook. Here is a snapshot of the various views that Seeking Alpha analysts offered on the Palo Alto-based tech giant this week as its shares trade at the lowest level in nearly two months. The Bulls “Despite beating Q2 ’26 earnings and revenue estimates, AVGO shares dropped over 12% due to unchanged AI chip revenue guidance,” wrote The Asian Investor in “Broadcom: A Golden Buying Opportunity.” “I remain super-bullish on the industry's AI infrastructure outlook, viewing the recent share price drop as a compelling buying opportunity.” “Heading into Q2, I expected Broadcom Inc. to raise the FY2027 AI bar, and it didn’t. Therefore, I am not surprised by the nearly 20% drop since the Q2 print,” added Deep Value Investing in “Broadcom Q2: AI Demand Still Points To A Strong FY2027 Ramp.” “I added to my AVGO position because I believe Q3 AI semiconductor revenue still points to hypergrowth, even though the Street wanted to see more.” “Broadcom Inc.'s softer-than-expected fiscal Q3 AI revenue outlook has raised concerns over whether its AI premium has outpaced near-term growth,” argued Summit Research in “Broadcom Has A Marvell Problem.” “Coupled with the stock’s latest pullback, which incrementally de-risks against impending competition and industry supply chain headwinds, Broadcom offers a compelling setup for further upside from current levels.” “The recent selloff corrected expectations, not fundamentals; Q2 AI semis revenue of $10.8B (+143% YoY) beat guidance,” noted Michele Manganelli in “Broadcom: The De-Rating Is An Optics Story, Not A Fundamentals One.” “At ~$415, AVGO trades at ~22x FY27E non-GAAP EPS for ~60% forward EPS growth, offering an attractive entry point.” “I believe investors got Broadcom's ( AVGO ) latest earnings all wrong,” o...
Justin Sullivan/Getty Images News Broadcom ( AVGO ) shares lost ~14% this week as Wall Street soured on the semiconductor firm’s Q2 FY26 update, which, however, beat the Street forecasts for both quarterly results and full-year outlook. Here is a snapshot of the various views that Seeking Alpha analysts offered on the Palo Alto-based tech giant this week as its shares trade at the lowest level in ...
Justin Sullivan/Getty Images News Broadcom ( AVGO ) shares lost ~14% this week as Wall Street soured on the semiconductor firm’s Q2 FY26 update, which, however, beat the Street forecasts for both quarterly results and full-year outlook. Here is a snapshot of the various views that Seeking Alpha analysts offered on the Palo Alto-based tech giant this week as its shares trade at the lowest level in nearly two months. The Bulls “Despite beating Q2 ’26 earnings and revenue estimates, AVGO shares dropped over 12% due to unchanged AI chip revenue guidance,” wrote The Asian Investor in “Broadcom: A Golden Buying Opportunity.” “I remain super-bullish on the industry's AI infrastructure outlook, viewing the recent share price drop as a compelling buying opportunity.” “Heading into Q2, I expected Broadcom Inc. to raise the FY2027 AI bar, and it didn’t. Therefore, I am not surprised by the nearly 20% drop since the Q2 print,” added Deep Value Investing in “Broadcom Q2: AI Demand Still Points To A Strong FY2027 Ramp.” “I added to my AVGO position because I believe Q3 AI semiconductor revenue still points to hypergrowth, even though the Street wanted to see more.” “Broadcom Inc.'s softer-than-expected fiscal Q3 AI revenue outlook has raised concerns over whether its AI premium has outpaced near-term growth,” argued Summit Research in “Broadcom Has A Marvell Problem.” “Coupled with the stock’s latest pullback, which incrementally de-risks against impending competition and industry supply chain headwinds, Broadcom offers a compelling setup for further upside from current levels.” “The recent selloff corrected expectations, not fundamentals; Q2 AI semis revenue of $10.8B (+143% YoY) beat guidance,” noted Michele Manganelli in “Broadcom: The De-Rating Is An Optics Story, Not A Fundamentals One.” “At ~$415, AVGO trades at ~22x FY27E non-GAAP EPS for ~60% forward EPS growth, offering an attractive entry point.” “I believe investors got Broadcom's ( AVGO ) latest earnings all wrong,” o...
Italian will start his first grand slam final as the underdog but he has shown he knows how to beat No 2 seed on clay At almost the exact time Flavio Cobolli and Matteo Arnaldi had been scheduled to take to Court Philippe-Chatrier on Friday and contest the match of their lives, they could instead be located in the bowels of the stadium, their faces a picture of total misery inside the main intervi...
Italian will start his first grand slam final as the underdog but he has shown he knows how to beat No 2 seed on clay At almost the exact time Flavio Cobolli and Matteo Arnaldi had been scheduled to take to Court Philippe-Chatrier on Friday and contest the match of their lives, they could instead be located in the bowels of the stadium, their faces a picture of total misery inside the main interview room at Roland Garros. If not for the seriousness of the situation, with Arnaldi forced to withdraw from his first grand slam semi-final due to a virus that had overwhelmed his body overnight, it would have been a comical sight. Somebody behind the scenes was not exactly of sound mind when they decided it was a good idea for Cobolli to sit next to an individual with a viral illness two days before his grand slam final. Continue reading...
Zerbor Corporate earnings this week featured a high-stakes lineup of reports from 11 notable companies spanning the technology, health care, consumer staples, and consumer discretionary sectors. Earnings Roundup: Bottom Line: Earnings performance was exceptionally strong this week, with all 11 reporting companies outpacing Wall Street’s EPS expectations. Furthermore, 10 out of the 11 firms logged ...
Zerbor Corporate earnings this week featured a high-stakes lineup of reports from 11 notable companies spanning the technology, health care, consumer staples, and consumer discretionary sectors. Earnings Roundup: Bottom Line: Earnings performance was exceptionally strong this week, with all 11 reporting companies outpacing Wall Street’s EPS expectations. Furthermore, 10 out of the 11 firms logged year-over-year bottom-line growth, leaving only a single company trailing its prior-year performance. Top Line: Revenue momentum remained highly resilient as 10 companies beat consensus revenue estimates, leaving just one firm short of Wall Street targets. Notably, all 11 companies achieved year-over-year top-line expansion. Seeking Alpha (Seeking Alpha) Let’s take a look at some of the companies that reported earnings this week: Broadcom ( AVGO ): Reported a top-and-bottom-line beat for Q2 FY2026 with revenue of $22.19 billion and non-GAAP EPS of $2.44 driven by booming AI chip demand. Looking ahead, Broadcom said it expects third-quarter revenue to be approximately $29.4B, with adjusted EBITDA around 68%. Analysts had expected $28.25B in third-quarter sales. HPE ( HPE ): Posted a massive Q2 FY2026 beat with a record revenue of $10.7 billion and an EPS of $0.79 (well ahead of the $0.53 estimate) on surging AI server demand, prompting management to heavily raise full-year EPS guidance to $3.35–$3.45. Ciena ( CIEN ): Delivered a strong Q2 FY2026 beat with revenue of $1.57 billion and an adjusted EPS of $1.64 (beating the $1.46 forecast), while raising its full-year 2026 revenue guidance to $6.3 billion (plus or minus $100 million). CrowdStrike ( CRWD ): Turned a quarterly profit for Q1 FY2027 with revenue reaching $1.39 billion and a positive non-GAAP EPS of $1.10, beating by $0.03, raising FY27 new ARR guidance to $6,531.7M - $6,555.5M after solid results. Palo Alto Networks ( PANW ): Scored a comprehensive beat for Q3 FY2026 with revenue up 31% year-over-year to $3.0 billi...
Olga Pankova | Moment | Getty Images While remote work offers young people flexibility , autonomy and a commute-free day , research shows that forgoing the office can have a detrimental impact on those at the start of their careers. Remote work is likely the main cause of a surge in youth unemployment, a report this month by the Federal Reserve Bank of New York found. The National Bureau of Econom...
Olga Pankova | Moment | Getty Images While remote work offers young people flexibility , autonomy and a commute-free day , research shows that forgoing the office can have a detrimental impact on those at the start of their careers. Remote work is likely the main cause of a surge in youth unemployment, a report this month by the Federal Reserve Bank of New York found. The National Bureau of Economic Research has also found, in a paper updated this month, that the rise in remote work makes it harder for younger workers to get feedback and advance. "Early in your career, a significant amount of learning comes via observation and osmosis: watching how colleagues run meetings, navigate conflict, build relationships and make important decisions," said Megan Hellerer, an executive coach and the author of " Directional Living ." "Those moments are challenging to replicate over Slack or Zoom." Fully remote early in the career is ideally avoided. Nicholas Bloom economics professor at Stanford Indeed, software engineers who sat near teammates got around 18% more feedback and saw their code quality improve, according to the NBER study, initially issued in 2023. Notably, the researchers found that the "gains are concentrated among less-tenured and younger employees." "Many of the benefits of remote work are self-evident," said Joseph Fuller, a professor of management practice at Harvard Business School. "The risks are more subtle, but material." Here's how to balance the benefits and drawbacks of remote work at the start of your career. 'You don't need all five days' working in office Nicholas Bloom, an economics professor at Stanford University who writes about the benefits of remote work , said he gives the following advice to his students: "For your first five years, you want to go into the office at least three days a week," Bloom said. "That is very helpful for career development." "You don't need all five days, but fully remote early in the career is ideally avoided," Blo...
In this article IBIT BTC.CM= BTC.CB= ETH.CM= BHYP THYP Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 10:00 10:00 Expansion of ETF industry is at 'just the beginning,' says Tidal Financial CEO ETF Edge In one very small, and at least to date obscure, corner of the crypto market, investors are rushing in rather than heading for the exits . So-called HYPE exchange-traded funds are t...
In this article IBIT BTC.CM= BTC.CB= ETH.CM= BHYP THYP Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 10:00 10:00 Expansion of ETF industry is at 'just the beginning,' says Tidal Financial CEO ETF Edge In one very small, and at least to date obscure, corner of the crypto market, investors are rushing in rather than heading for the exits . So-called HYPE exchange-traded funds are taking in new assets from investors at a time when the leading crypto bets, including bitcoin and ether , are tanking. In May, Bitwise and 21shares launched spot ETFs tracking indexes for HYPE, a decentralized crypto asset that operates on its own blockchain, hyperliquid. The products, which trade under the tickers BHYP and THYP , have raised close to $150 million in assets and since launch have mostly experienced positive net inflow days, something that caught the attention of Nate Geraci, president of NovaDius Wealth Management. Grayscale launched its own Grayscale Hyperliquid Staking ETF (HYPG) on Wednesday. "This is a market that's 1% penetrated into its potential market. Most people still don't know what hyperliquid is," Bitwise Matt Hougan chief investment officer told CNBC. Hyperliquid is a decentralized perpetual futures exchange that is built on blockchain. It operates around the clock for traders outside the United States. It existed quietly until last summer, when the U.S.-Iran war sent traders scrambling for weekend access to oil markets. Volume quickly reached roughly $1 billion a day in crude oil alone, said Stephen Coltman, 21shares vice president and head of macro. For a token most financial advisors and investors had never heard of a month ago, the reception has been hard to ignore, especially at a time when bitcoin is experiencing a steep selloff. Spot bitcoin ETFs have been bleeding assets. The iShares Bitcoin Trust ETF ( IBIT ), for example, ended the week down around 16%. Stock Chart Icon Stock chart icon IBIT 5 Day The HYPE inflows are less likely a rot...