Three weeks from today will mark Jerome Powell's final day as Fed chair and, potentially, open the door for President Donald Trump's nominee, Kevin Warsh, to succeed him. It may also mark a shift in fortune for the Dow Jones Industrial Average (DJINDICES: ^DJI) , S&P 500 (SNPINDEX: ^GSPC) , and Nasdaq Composite (NASDAQINDEX: ^IXIC) . Since Trump's second, non-consecutive term began, Powell and the...
Three weeks from today will mark Jerome Powell's final day as Fed chair and, potentially, open the door for President Donald Trump's nominee, Kevin Warsh, to succeed him. It may also mark a shift in fortune for the Dow Jones Industrial Average (DJINDICES: ^DJI) , S&P 500 (SNPINDEX: ^GSPC) , and Nasdaq Composite (NASDAQINDEX: ^IXIC) . Since Trump's second, non-consecutive term began, Powell and the president have been butting heads over interest rates. Trump has been vocal in his belief that interest rates should be lowered to 1% (or below), and has blamed Powell and members of the Federal Open Market Committee (FOMC) for not cutting rates fast enough. The FOMC is a 12-person body, including Fed Chair Powell, responsible for setting the nation's monetary policy. Meanwhile, outgoing Fed chair Jerome Powell has been steady in his assertion that the FOMC will uphold the dual mandate of stabilizing prices and maximizing employment, and allow economic data to guide their decision-making. Continue reading
Editor's note: Seeking Alpha is proud to welcome Luke Pomichter as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Sundry Photography/iStock Editorial via Getty Images The US Department of War is accelerating its ...
Editor's note: Seeking Alpha is proud to welcome Luke Pomichter as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » Sundry Photography/iStock Editorial via Getty Images The US Department of War is accelerating its shift towards a tradable autonomous system in response to near-peer threatened environments that are expected to be active within the next decade. Kratos Defense and Security Solutions ( KTOS ) is well-positioned for this capability set and is a significant catalyst, as its falconry production is not yet reflected in consensus estimates or forward-looking guidance. The stock currently trades at $69.83 as of the writing of this article, representing a 47.8 percent pullback from its January 2026 high of $ 134. This decline has been driven by broad market risk-off and defense-sector rotation and is not representative of company fundamentals. Current backlogs are at an all-time high, with an opportunity pipeline of approximately $13.7 billion and 8 contracts totaling approximately $629,000,000 since January. I initiate coverage of KTOS with a buy rating and a $135.00 price target, and an implied 92.9 percent upside from its current price. This thesis is anchored in 3 business segments that are expected to expand over the next 12 to 24 months. The first is the Valkyrie drone production ramp, which is specifically excluded from management's guidance. The second is a growing hypersonics franchise with double-digit annual growth, and the third is the Prometheus solid rocket motor facility, which begins value creation in 2027. Valkyrie Production KTOS's financial guidance deliberately excludes Valkyrie drone production. KTOS plans to scale Valkyrie drone production from 8 to approximately 40 aircraft by 2028, contingent on government contract and budget approvals. On the most recent...
(RTTNews) - While reporting financial results for the fourth quarter on Friday, Apogee Enterprises, Inc. (APOG) initiated its adjusted earnings and net sales guidance for the full-year 2027.
(RTTNews) - While reporting financial results for the fourth quarter on Friday, Apogee Enterprises, Inc. (APOG) initiated its adjusted earnings and net sales guidance for the full-year 2027.
PM Images/DigitalVision via Getty Images The recent pullback in several energy midstream ( AMLP ) names has created an attractive opportunity to buy high-quality, high-yielding dividend growth names at an attractive valuation. Today's article will discuss two opportunities that yield up to 9.1% today. A Diversified Midstream Giant The first opportunity we're going to discuss is ONEOK, Inc. ( OKE )...
PM Images/DigitalVision via Getty Images The recent pullback in several energy midstream ( AMLP ) names has created an attractive opportunity to buy high-quality, high-yielding dividend growth names at an attractive valuation. Today's article will discuss two opportunities that yield up to 9.1% today. A Diversified Midstream Giant The first opportunity we're going to discuss is ONEOK, Inc. ( OKE ), which is one of the larger and better diversified energy infrastructure companies ( MLPX ) out there, with about 60,000 miles of pipelines spanning: NGL gathering. Fractionation. Natural gas gathering. Processing. Transportation. Storage. Refined products transportation and storage. Crude oil gathering and transportation. OKE is structured as a C corporation, so it issues a 1099 tax form, which makes it popular with many investors who wish to avoid the hassles of the K-1 tax form. Additionally, about 90% of its earnings come from fees, which gives it a very stable cash flow profile. AI-Linked Tailwinds and Proven Resilience OKE is engaged with over 40 counterparties for data center and power generation projects, which gives it attractive AI-linked growth potential. Additionally, it has already achieved about $625 million in cumulative synergies from its Magellan and Lincoln Medallion acquisitions and expects to continue achieving more, with about $75 million in additional synergies expected by the end of this year. It has also grown its adjusted EBITDA for 12 straight years, despite facing a plethora of commodity price volatility cycles during that period, including COVID-19, thereby demonstrating its significant cash flow generation resilience. In addition, OKE is well diversified by product and geography, which makes it even more stable from a cash flow and long-term growth potential perspective. A High-Yield Permian Play The other opportunity we discussed today is Delek Logistics Partners, LP ( DKL ), which is a K-1-issuing MLP that is focused on the Permian Basin acro...
China's BYD is pushing super-fast charging to attract drivers still loyal to petrol cars and sharpen its edge in the world's largest auto market, the company's No. 2 executive said on Friday. After a meteoric rise to become the world's biggest EV maker, BYD has seen domestic sales fall for seven straight months amid a bruising price war and intensifying competition from local rivals. The company...
China's BYD is pushing super-fast charging to attract drivers still loyal to petrol cars and sharpen its edge in the world's largest auto market, the company's No. 2 executive said on Friday. After a meteoric rise to become the world's biggest EV maker, BYD has seen domestic sales fall for seven straight months amid a bruising price war and intensifying competition from local rivals. The company is now rolling out more models equipped with super-fast "flash" charging as it looks to win over drivers who have avoided EVs due to range anxiety and concerns about long charging times, executive vice president Stella Li told Reuters on the sidelines of the Beijing Auto Show.
At 63, with $900,000 in a brokerage account split across tech (45%), healthcare (30%), and financials (25%), you have built something real. The five holdings — Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), Johnson & Johnson (NYSE:JNJ), UnitedHealth Group (NYSE:UNH), and JPMorgan Chase (NYSE:JPM) — are legitimate blue-chip businesses. The problem is what happens to all three sectors ... A $900,000 ...
At 63, with $900,000 in a brokerage account split across tech (45%), healthcare (30%), and financials (25%), you have built something real. The five holdings — Apple (NASDAQ:AAPL), Microsoft (NASDAQ:MSFT), Johnson & Johnson (NYSE:JNJ), UnitedHealth Group (NYSE:UNH), and JPMorgan Chase (NYSE:JPM) — are legitimate blue-chip businesses. The problem is what happens to all three sectors ... A $900,000 Stock Portfolio Exposed to Just Three Sectors Is a Retirement Time Bomb
Charter Communications press release ( CHTR ): Q1 GAAP EPS of $9.17 misses by $0.91 . Revenue of $13.59B (-1.1% Y/Y) beats by $50M . First quarter revenue of $13.6 billion declined 1.0% year-over-year, primarily driven by lower residential video revenue. Residential connectivity revenue grew 0.9% year-over-year. First quarter Spectrum Mobile™ lines increased by 368,000 and by 1.8 million over the ...
Charter Communications press release ( CHTR ): Q1 GAAP EPS of $9.17 misses by $0.91 . Revenue of $13.59B (-1.1% Y/Y) beats by $50M . First quarter revenue of $13.6 billion declined 1.0% year-over-year, primarily driven by lower residential video revenue. Residential connectivity revenue grew 0.9% year-over-year. First quarter Spectrum Mobile™ lines increased by 368,000 and by 1.8 million over the last twelve months. As of March 31, 2026, Charter served 12.1 million mobile lines. During the first quarter, Spectrum Internet® customers declined by 120,000. As of March 31, 2026, Charter served 29.6 million Internet customers. As of March 31, 2026, customer relationships totaled 31.7 million and connectivity customers totaled 30.5 million. More on Charter Communications Charter Communication: Value Trap Or Free Cash Flow Juggernaut Charter Communications, Inc. (CHTR) Presents at NSR/BCG Global Connectivity Leaders Conference - New York Transcript Charter Communications, Inc. (CHTR) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Charter Communications Q1 2026 Earnings Preview Sphere Entertainment, EchoStar top communications services stocks in short interest; Kyivstar Group, Alphabet see the lowest exposure
If Avengers: Endgame is being recut to segue neatly into Doomsday, the saga wasn’t a spandex spider web of smartly linked super-stories after all. So why did we watch Loki and She-Hulk: Attorney at Law? Marvel’s Multiverse saga, the run of more than a dozen films and umpteen TV shows that have emerged since Avengers: Endgame seven years ago, was intended to be many things: a bold new kaleidoscopic...
If Avengers: Endgame is being recut to segue neatly into Doomsday, the saga wasn’t a spandex spider web of smartly linked super-stories after all. So why did we watch Loki and She-Hulk: Attorney at Law? Marvel’s Multiverse saga, the run of more than a dozen films and umpteen TV shows that have emerged since Avengers: Endgame seven years ago, was intended to be many things: a bold new kaleidoscopic chapter, a narrative playground playing out across infinite parallel realities, a chance to prove this celebrated franchise could keep regenerating like an irradiated interdimensional gecko. But if Marvel Studios really is bolting new Avengers: Doomsday material on to Avengers: Endgame ahead of the latter’s rerelease in multiplexes this September, the somewhat less-successful Multiverse phase now seems like something the studio wants to forget. Speaking at the Sands international film festival in St Andrews at the weekend, director (of both films) Joe Russo revealed that Endgame is being recut and rereleased in September, apparently with some sort of neat segue to the forthcoming Avengers: Doomsday. In comments reported in Deadline , Russo said: “It’s critically important to rerelease the movie, and, in fact, we’ll be rereleasing the film with footage that is set in the Doomsday story that we have added to Avengers: Endgame. It’s an opportunity to create a bridge from Endgame to Doomsday in a unique way and, because the movie was so successful, we have an opportunity to rerelease it. Continue reading...
Oracle is making good progress toward becoming a primary infrastructure provider for artificial intelligence models, which should propel its stock higher, according to Wedbush Securities. The research firm initiated the software giant with an outperform rating. It also put a $225 rating on shares, implying 27.6% upside from Thursday's close. "We believe Oracle is on a path to become a foundational...
Oracle is making good progress toward becoming a primary infrastructure provider for artificial intelligence models, which should propel its stock higher, according to Wedbush Securities. The research firm initiated the software giant with an outperform rating. It also put a $225 rating on shares, implying 27.6% upside from Thursday's close. "We believe Oracle is on a path to become a foundational infrastructure provider for the AI Revolution, and the market is fundamentally misinterpreting the company's aggressive, contract-backed investment cycle as speculative risk," analyst Dan Ives said in a note to clients. He noted that Oracle is in "the early innings of a significant repositioning." Executives at Oracle have already signed several deals with Silicon Valley heavyweights to bring their business closer to that objective, Ives added. In 2025, Oracle agreed to sell $300 billion worth of computing power to OpenAI over a five-year period, beginning in 2027. The AI infrastructure company also struck a deal with Nvidia to accelerate enterprise AI by integrating Oracle Cloud Infrastructure (OCI) with Nvidia's full-stack AI computing platform. Despite the cash flow from those deals, some investors are concerned that Oracle is allocating too much money to its infrastructure initiatives. But, those fears are largely overblown, according to Ives. "The downside case against Oracle centers on its capital expenditures and negative free cash flow," Ives wrote. "However, we argue this view is backward-looking and fails to appreciate the scale of contracted demand underpinning the investment." Ives also pointed out that Oracle has several sources of funding that it can tap to continue powering its operations. "Oracle is executing its $45-$50 billion capital raise, and ORCL has raised $30 billion already through a combination of investment grade bonds and mandatory convertible preferred stock, which is a strategic move to fortify its balance sheet and secure the resources needed...