Douglas Rissing Despite a markedly different geopolitical backdrop, U.S. equity market performance under President Donald Trump’s second term is closely mirroring that of his first. Heightened volatility tied to renewed tariff negotiations, escalating tensions involving Iran, and broader global uncertainty has done little to derail the overall trajectory of stocks. Through the first 317 trading da...
Douglas Rissing Despite a markedly different geopolitical backdrop, U.S. equity market performance under President Donald Trump’s second term is closely mirroring that of his first. Heightened volatility tied to renewed tariff negotiations, escalating tensions involving Iran, and broader global uncertainty has done little to derail the overall trajectory of stocks. Through the first 317 trading days of Trump’s current term, the S&P 500 ( SP500 ) has advanced 17.8%. That gain is nearly identical to the 17.6% increase recorded over the same number of trading days during his first term as president. The comparison underscores the market’s resilience in the face of policy shifts and external shocks. While headlines have been dominated by geopolitical risks and trade developments, equity performance suggests that underlying economic conditions and investor sentiment remain supportive. Taken together, the data indicates that, despite differing narratives, markets are tracking a familiar path, broadly consistent with the gains seen during Trump’s initial term in office. S&P 500 Funds: ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( FXAIX ), ( VFIAX ), ( VFFSX ), and ( SWPPX ). More on markets ETFs extend their historic inflow streak to 82 months TS Lombard: Iran de-escalation could fuel a global market rally Hormuz disruption lingers: Markets price gradual reopening, not a quick fix Energy and AI drive positive earnings revisions while most sectors stall S&P 500: I Sold Too Early, What Now? (Technical Analysis)
Data center and power demand, along with mission-critical projects, give these construction stocks, like FIX, MTZ, PWR, EME and DY, strong growth momentum.
Data center and power demand, along with mission-critical projects, give these construction stocks, like FIX, MTZ, PWR, EME and DY, strong growth momentum.
The U.S. Department of Agriculture and software company Palantir Technologies on Wednesday announced the signing of a $300 million Blanket Purchase Agreement (BPA). The agreement is aimed at supporting the National Farm Security Action Plan (NFSAP), the release said, adding that it will also modernize how USDA delivers services to America's farmers. Palantir said it will provide operational ...
The U.S. Department of Agriculture and software company Palantir Technologies on Wednesday announced the signing of a $300 million Blanket Purchase Agreement (BPA). The agreement is aimed at supporting the National Farm Security Action Plan (NFSAP), the release said, adding that it will also modernize how USDA delivers services to America's farmers. Palantir said it will provide operational software to enable USDA to improve service delivery for farmers and government field staff.
Nokia ( NOK ) is set to post first-quarter earnings on Thursday, before markets open. Wall Street expects the Finnish company to post EPS of $0.05 on revenue of $5.38 billion, implying a rise of nearly 23% during the quarter. After selling its legendary mobile phone business more than a decade ago, the company is now betting on growing demand for AI and data centers to play a key role in its diver...
Nokia ( NOK ) is set to post first-quarter earnings on Thursday, before markets open. Wall Street expects the Finnish company to post EPS of $0.05 on revenue of $5.38 billion, implying a rise of nearly 23% during the quarter. After selling its legendary mobile phone business more than a decade ago, the company is now betting on growing demand for AI and data centers to play a key role in its diversification strategy. Last year, it even appointed Intel’s Justin Hotard as CEO to intensify this AI push. However, the company, in January, gave softer guidance for 2026, despite fourth-quarter 2025 results beating estimates. Seeking Alpha analysts and Wall Street are bullish and rated the stock a Buy. Seeking Alpha’s Quant ratings are more cautious and consider it a Hold. BofA analyst Oliver Wong and his team are positive on Nokia due to hyperscaler-driven growth in optical systems, inflection in pluggable revenues on shift to 800G, data center switch revenue associated with European sovereign data center buildout, margin improvement in the mobile infrastructure business on portfolio pruning and cost efficiencies, and a potential advantage in AI-RAN with an Nvidia ( NVDA ) partnership. “Nokia is an attractive communications equipment company that is moving into cloud and AI with its recent integration. I believe this may result in increased earnings, but I believe that to be 100% priced in,” noted Seeking Alpha analyst Wolf Report and assigned a Hold rating to the stock. Over the last two years, Nokia has beaten both revenue and EPS estimates 75% of the time. Over the last three months, EPS estimates have seen one upward revision and 2 downward revisions, while revenue estimates have been revised upwards three times versus four downward moves. The stock has gained over 60% so far this year, outperforming the over 3% rise in the broader S&P 500 Index. More on Nokia Oyj Why Nokia Is Still A Buy Above $10 Nokia: Why This Upswing Is Dangerous Nokia and Orange partner on AI-RAN...
Andrzej Rostek/iStock via Getty Images Single-tenant net lease REIT, Netstreit Corp. ( NTST ), is having its moment in the sun. The stock traded slightly lower following the release of its Q1 results , but shares are still up nearly 20% YTD, about 30% over the past year, and at the very top-end of its 52-week range. Seeking Alpha - Basic Trading Data Of NTST Stock I have provided continuing covera...
Andrzej Rostek/iStock via Getty Images Single-tenant net lease REIT, Netstreit Corp. ( NTST ), is having its moment in the sun. The stock traded slightly lower following the release of its Q1 results , but shares are still up nearly 20% YTD, about 30% over the past year, and at the very top-end of its 52-week range. Seeking Alpha - Basic Trading Data Of NTST Stock I have provided continuing coverage on NTST at various intervals. In my last two pieces published in October 2023 and January 2025, I rated shares as a Buy and highlighted the REIT’s strong portfolio metrics and forward outlook as two big catalysts for upside. In valuing the stock, I mentioned that investors could see at least 20% upside potential in the stock. And that would have excluded the 6% annualized dividend at the time. Since my last update, shares have returned a total of 62%. This trumps the broader S&P 500’s ( SPY ) gain over the same period. Seeking Alpha - NTST Share Price Performance Since Last Author Update Today, I still like the stock. However, shares are now trading at about 15x the midpoint of forward AFFO guidance of $1.37/share. That’s a sizeable appreciation from the 11x valuation commanded in my last update. For investors seeking positioning, I don’t believe chasing at these levels would be the right move. NTST Stock Key Metrics Little has changed at the surface with regards to the quality of NTST’s portfolio since my last update. Occupancy is still sitting just shy of the 100% mark (at 99.9%) and the REIT is still benefitting from a long weighted average lease term (“WALT”) of about 10 years. I view the long WALT as a positive indicator for the durability of NTST’s recurring cash flows. NTST Q1 Earnings Supplement - Snapshot Of Financial And Portfolio Metrics NTST is also continuing to pay a steady dividend that has been growing annually for at least five years. Most recently, the dividend was raised 2 % to its current level of $0.22/share quarterly. At current prices, this represe...
European Central Bank Executive Board Piero Cipollone isn’t too worried about a potential delay of a key vote in the European Parliament on the digital euro project from early May to mid-June. In a virtual discussion with the Peterson Institute for International Economic on Wednesday, he cited the “latest news” that lawmakers will probably decide on June 23, instead of May 5 as planned so far. “We...
European Central Bank Executive Board Piero Cipollone isn’t too worried about a potential delay of a key vote in the European Parliament on the digital euro project from early May to mid-June. In a virtual discussion with the Peterson Institute for International Economic on Wednesday, he cited the “latest news” that lawmakers will probably decide on June 23, instead of May 5 as planned so far. “We have been patient for three years, it doesn’t cost much to wait a couple more months,” he said. “As long as we have a final legislation by the end of this year, we will be able to respect our timeline.” The European Parliament’s economic and monetary affairs committee is facing a broad divergence of views on the digital euro. One of the most controversial questions is whether to launch online and offline versions or only the latter, although the plenary in February voted for both . Member states agreed on a common position on the digital euro in December, and the ECB has said the launch could come in 2029, provided a legislation is finalized over the course of this year. It plans to start a 12-month pilot phase in the second half of 2027. ECB policymakers have repeatedly expressed concerns about Europe’s reliance on US payment firms like Visa and Mastercard , as well as dollar-pegged stablecoins championed by President Donald Trump . ECB’s Cipollone Sees ‘Good Momentum’ for Digital Euro Project European Parliament Backs Online and Offline Digital Euro EU Governments Agree on Digital Euro in Key Step for Project Digital Euro Could Be Curtailed Under EU Lawmaker’s Proposal
Smart Learning Market is projected to grow from USD 108.50 billion in 2026 to USD 425.65 billion by 2036, with a CAGR of 14.6%. Key growth drivers include digital transformation in education and AI-driven adaptive learning. Major segments include software, cloud deployment, and academic institutions, with North America leading in 2026. Asia-Pacific is set to grow rapidly, and notable players inclu...
Smart Learning Market is projected to grow from USD 108.50 billion in 2026 to USD 425.65 billion by 2036, with a CAGR of 14.6%. Key growth drivers include digital transformation in education and AI-driven adaptive learning. Major segments include software, cloud deployment, and academic institutions, with North America leading in 2026. Asia-Pacific is set to grow rapidly, and notable players include Coursera, Google, and Microsoft. The report offers detailed insights into market trends, opportun
(RTTNews) - Stock of Redwire Corporation (RDW) is rising about 16 percent on Wednesday morning trading after the company announced a multi-year marketing partnership with the Washington Commanders to support U.S. service members, veterans and their families.
(RTTNews) - Stock of Redwire Corporation (RDW) is rising about 16 percent on Wednesday morning trading after the company announced a multi-year marketing partnership with the Washington Commanders to support U.S. service members, veterans and their families.
Meta Platforms周二表示，已开始在俄克拉荷马州塔尔萨市建设一座价值超过10亿美元的数据中心，这是该公司为满足日益增长的AI需求而扩大基础设施和计算能力的重要举措。 Meta表示，塔尔萨项目是其更广泛建设计划的一部分。当前大型科技公司正竞相为AI系统获取电力和硬件资源。Meta未给出项目完工时间。Meta还计划在塔尔萨园区周边投资超过2500万美元用于当地基础设施升级，包括道路和供水系统...
Meta Platforms周二表示，已开始在俄克拉荷马州塔尔萨市建设一座价值超过10亿美元的数据中心，这是该公司为满足日益增长的AI需求而扩大基础设施和计算能力的重要举措。 Meta表示，塔尔萨项目是其更广泛建设计划的一部分。当前大型科技公司正竞相为AI系统获取电力和硬件资源。Meta未给出项目完工时间。Meta还计划在塔尔萨园区周边投资超过2500万美元用于当地基础设施升级，包括道路和供水系统。在建设高峰期，预计将有超过1000名工人在现场作业。 Meta表示，该设施建成后应可提供约100个永久性工作岗位。塔尔萨项目将是Meta在美国的第28个数据中心，也是全球第32个数据中心。 此项投资正值Meta与其他大型科技集团一样，需要为需要大量计算能力和电力的AI工作负载寻求更多空间。该公司一直在美国各地投资数据中心容量以满足这些需求。 责任编辑：张俊 SF065
Vanke’s average monthly sales fell to 11.2 billion yuan in 2025, down from roughly 20 billion yuan in 2024. Photo: VCG Embattled developer China Vanke Co. Ltd. has secured creditor approval to extend repayment of a 2 billion yuan ($290 million) onshore bond, clearing an immediate hurdle as it navigates a prolonged liquidity squeeze. The agreement buys crucial time for the state-backed real estate ...
Vanke’s average monthly sales fell to 11.2 billion yuan in 2025, down from roughly 20 billion yuan in 2024. Photo: VCG Embattled developer China Vanke Co. Ltd. has secured creditor approval to extend repayment of a 2 billion yuan ($290 million) onshore bond, clearing an immediate hurdle as it navigates a prolonged liquidity squeeze. The agreement buys crucial time for the state-backed real estate giant, whose struggle to manage its debt load underscores persistent financial strain in China’s property sector.
Micron Technology, Inc. (NASDAQ:MU) is among the Stocks That Will Double in the Next 5 Years. The Street has a bullish outlook on Micron Technology, Inc. (NASDAQ:MU) as 92% of the 48 analysts covering the stock have a Buy rating. Moreover, the analyst’s 12-month average price target suggests more than 20% upside from the current […]
Micron Technology, Inc. (NASDAQ:MU) is among the Stocks That Will Double in the Next 5 Years. The Street has a bullish outlook on Micron Technology, Inc. (NASDAQ:MU) as 92% of the 48 analysts covering the stock have a Buy rating. Moreover, the analyst’s 12-month average price target suggests more than 20% upside from the current […]
Tottenham are looking to appoint a lead psychologist for their men's first team after head coach Roberto de Zerbi said they need to "change the mentality".
Tottenham are looking to appoint a lead psychologist for their men's first team after head coach Roberto de Zerbi said they need to "change the mentality".
Scott Kirby, the chief executive officer of United Airlines Holdings Inc., said he wouldn't comment when asked if his company would be buying American Airlines. Kirby did say he is focused on leveling the playing field with foreign airlines and building a "great global airline that all US citizens can be proud of." He speaks with Bloomberg's Lisa Abramowicz from the company headquarters in Chicago...
Scott Kirby, the chief executive officer of United Airlines Holdings Inc., said he wouldn't comment when asked if his company would be buying American Airlines. Kirby did say he is focused on leveling the playing field with foreign airlines and building a "great global airline that all US citizens can be proud of." He speaks with Bloomberg's Lisa Abramowicz from the company headquarters in Chicago. (Source: Bloomberg)
Savaria Corporation ( SIS:CA ) declares CAD 0.0467/share monthly dividend , in line with previous. Payable May 8; for shareholders of record April 30; ex-div April 30. See SIS:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Savaria Corporation Savaria Corporation (SIS:CA) Analyst/Investor Day - Slideshow Savaria Corporation (SIS:CA) Q4 2025 Earnings Call Transcript Historical earnin...
Savaria Corporation ( SIS:CA ) declares CAD 0.0467/share monthly dividend , in line with previous. Payable May 8; for shareholders of record April 30; ex-div April 30. See SIS:CA Dividend Scorecard, Yield Chart, & Dividend Growth. More on Savaria Corporation Savaria Corporation (SIS:CA) Analyst/Investor Day - Slideshow Savaria Corporation (SIS:CA) Q4 2025 Earnings Call Transcript Historical earnings data for Savaria Corporation Dividend scorecard for Savaria Corporation Financial information for Savaria Corporation