Moog Inc. ( MOG.B ) declares $0.30/share quarterly dividend , in line with previous. Forward yield 0.37% Payable May 21; for shareholders of record May 12; ex-div May 12. See MOG.B Dividend Scorecard, Yield Chart, & Dividend Growth. More on Moog Moog: This Quiet Defense Winner Still Has Upside Moog Stock Surges On Aerospace Rerating And There Is More To Come Moog Flying High On Exceptional Growth And Sector Popularity Moog Non-GAAP EPS of $2.64 beats by $0.28, revenue of $1.05B beats by $20M Moog prices $500M senior notes offering due 2034

Key PointsChewy is an operating leverage story trading at a cheap valuation.

Getting More Anxious By Bas van Geffen, Senior Macro Strategist at Rabobank We have another potentially eventful weekend ahead of us. A three-week extension of the ceasefire between Israel and Lebanon may ease tensions between the US and Iran somewhat, as Trump wants to avoid that this conflict undermines peace talks with Iran. However, there are still no indications that a new round of talks will be held, as both sides continue to blockade the Strait of Hormuz. Iran has continued to shoot at commercial ships that tried to navigate the strait, and US President Trump posted that he had “ordered the United States Navy to shoot and kill any boat […] that is putting mines in the waters of the Strait of Hormuz,” after the IRGC reported that the Iranian navy has laid more mines in the strait. So, President Trump may have extended the ceasefire earlier this week, but it remains a relative one. A tanker laden with Iranian oil is reportedly attempting to cross the strait today, perhaps testing the US’ resolve. That’s bound to add to tensions between both sides. If talks do not happen soon, either side may revert to escalation . Recall that Axios reported earlier this week that the US maintains an unofficial three-to-five-day deadline for Iran to end its internal power struggle and get back to the table. If true, that deadline could expire on Sunday. Israel’s Channel 12 reported that Speaker of the Parliament Ghalibaf has resigned from the negotiating team due to these internal rifts, but Iranian reporters are contradicting these accounts. It seems that the lack of talks is gradually starting to weigh on energy markets. Oil prices have crept higher over the week, with a barrel of Brent now trading around $106 in the futures market . Still, we remain surprised at the relative tranquillity in the energy space. As our energy strategists underscored in their latest note , “futures markets are still materially underpricing the real supply risk facing both crude oil and natural gas...

Looking at the universe of stocks we cover at Dividend Channel, on 4/27/26, KNOT Offshore Partners LP (Symbol: KNOP) will trade ex-dividend, for its quarterly dividend of $0.05, payable on 5/14/26. As a percentage of KNOP's recent stock price of $10.36, this dividend works out

mesh cube/iStock via Getty Images There is a question that's been stuck in my mind since Kevin Warsh was nominated as the next Fed Chair by Trump earlier in January: isn't the market too confident that the Fed has no room to move on monetary policy? In fact, that question came up many more times as the conflict in the Middle East began, and we are now nearing the April FOMC meeting. Look, despite being bullish (a stance that I consider contrarian, as I discuss in this piece), I get the concerns. Headline inflation printed a very ugly number in March, oil has spiked, consumer sentiment looks dreadful, and rate cut expectations have been pushed further out. On top of that, there are no signs of the end of the war in the Middle East, even though the market has already priced that in. However, my view largely differs from the prevailing mood. In fact, I argue that we may see as many as three rate cuts this year, as the data (when looking beyond the war noise) justifies rate cuts as soon as the June FOMC meeting. I am fully aware that my view (and therefore, my positioning, as I remain fully invested) carries risk, especially after Warsh denied a political bias from Trump to cut interest rates. If the war doesn't come to an end in the next few months and Hormuz remains closed, I may have to reassess my view on rate cuts. March SEP Embedded Easing This Year Let’s first separate the noise from the signal. The March Summary of Economic Projections placed the 2026 median federal funds rate at 3.4%. In other words, they expect one rate cut this year. As a quick side note, bear in mind that the March SEP was released on March 18, right in the midst of the Middle East conflict, with Brent trading at $107 that day. March SEP In fact, the FED members are expecting further rate cuts next year, with the median federal fund rate projected at 3.1% by the end of 2027. Let me go back to the Brent oil spike for a moment. Higher oil prices are indeed inflationary. Just take a look at how...

Looking at the universe of stocks we cover at Dividend Channel, on 4/27/26, Bank of New York Mellon Corp (Symbol: BK) will trade ex-dividend, for its quarterly dividend of $0.53, payable on 5/8/26. As a percentage of BK's recent stock price of $135.02, this dividend works out t

Looking at the universe of stocks we cover at Dividend Channel, on 4/27/26, Celanese Corp (Symbol: CE) will trade ex-dividend, for its quarterly dividend of $0.03, payable on 5/11/26. As a percentage of CE's recent stock price of $64.29, this dividend works out to approximately

Looking at the universe of stocks we cover at Dividend Channel, on 4/27/26, Townsquare Media Inc (Symbol: TSQ) will trade ex-dividend, for its quarterly dividend of $0.20, payable on 5/4/26. As a percentage of TSQ's recent stock price of $6.80, this dividend works out to approx

Looking at the universe of stocks we cover at Dividend Channel, on 4/28/26, Prospect Capital Corporation (Symbol: PSEC) will trade ex-dividend, for its monthly dividend of $0.045, payable on 5/19/26. As a percentage of PSEC's recent stock price of $2.71, this dividend works out

Looking at the universe of stocks we cover at Dividend Channel, on 4/27/26, Star Group LP (Symbol: SGU) will trade ex-dividend, for its quarterly dividend of $0.1975, payable on 5/6/26. As a percentage of SGU's recent stock price of $12.67, this dividend works out to approximat

2025 年 10 月 29 日，美联储主席杰罗姆・鲍威尔在华盛顿特区美联储总部的联邦公开市场委员会会议后出席新闻发布会。 美国司法部于周五 撤销了对美联储主席杰罗姆・鲍威尔的刑事调查 ，为特朗普总统提名凯文・沃什接替鲍威尔扫清了一大障碍。 哥伦比亚特区联邦首席检察官 珍宁・皮罗（Jeanine Pirro） 在社交平台 X 上宣布了放弃调查鲍威尔的决定。 责任编辑：郭明煜

据美国有线电视新闻网24日报道，鉴于当前美伊停火存在破裂风险，美国军方正在研究制定新作战方案，包括打击伊朗在霍尔木兹海峡一带的军事力量。 报道援引多名知情人士的话称，美军正在评估多类打击目标，包括在霍尔木兹海峡、波斯湾南部及阿曼湾海域对伊朗的小型快速攻击艇、布雷船等作战力量实施“动态打击”。这些力量被视为伊朗封锁关键水道、对美施压的重要手段。 报道指出，美军也可能打击包括能源设施在内的伊朗目标，以迫使伊朗回到谈判桌。另一个选项是打击伊朗军方及伊朗政权中被认为阻挠谈判进程的“破坏者”，其中包括伊朗伊斯兰革命卫队总司令艾哈迈德·瓦希迪。此外，美国打击行动可能还会针对伊朗剩余的军事能力，包括在美以首轮攻击中未被摧毁、或者自停火开始以来可能已被转移至新战略位置的导弹、发射装置及生产设施。 报道说，仅仅在霍尔木兹海峡周边发动军事打击，不太可能立即重新开放该水道。一些美国官员警告，打击基础设施目标，将意味着引发争议的冲突升级。(新华社)

Earnings Call Insights: Alpine Income Property Trust (PINE) Q1 2026 Management View "We are pleased to report a strong first quarter in 2026, building on a record level of investment activity we achieved in 2025," said President, CEO & Director John Albright. "We continue to execute our investment strategy by seeking to assemble a high-quality portfolio of single-tenant net lease properties leased to investment-grade rated tenants in addition to originating commercial loans with attractive risk-adjusted returns..." "During the quarter, we acquired a retail property in downtown Aspen, Colorado, for $10 million," said President, CEO & Director Albright. "This acquisition was structured as a 50-year absolute triple-net master lease and initial cap rate of 8.5% with 1.25% annual rent escalators." He also said the company "continue[s] to selectively prune" the portfolio, "selling 3 non-investment-grade-rated lease properties for $5.8 million." "As a result of our combined first quarter property transactions, our property portfolio consists of 125 properties...with a 99.5% occupancy and a WALT of 9.3 years," said President, CEO & Director Albright, adding that "50% of our ABR is generated from investment-grade rated tenants." "During the quarter, we originated a $32 million first mortgage loan, of which $8.6 million was funded at close," said President, CEO & Director Albright. "The loan carries a 24-month term with an initial interest rate of 13% inclusive of a 1.5% paid-in-kind interest, stepping down to an 11.5% current pay rate upon the borrower meeting certain conditions." "We closed and funded the $31.8 million Phase 2 of our first mortgage loan investment secured by a luxury residential development located in Austin, Texas metropolitan area," said President, CEO & Director Albright. "Accordingly, net of the A-1 participation, our combined investment in Phase 1 and Phase 2 of this loan was $40 million at quarter end." He said the commercial loan portfolio totaled "$...

Getty Images I previously reiterated my Buy rating for Digital Realty Trust, Inc. ( DLR ) in February 2026, as the FQ4'25 performance metrics proved its AI beneficiary status. In this article, I shall discuss why DLR remains a Great Buy, albeit after a moderate correction given the overly done stock price rally from the December 2025 bottom. DLR Delivers Robust AI Monetization Trends DLR 1Y Stock Price (Trading View) 1. Outsized AI Optimism Since my last article, DLR has delivered an outsized stock price return of +17.1% compared to the wider market at +2.7%, with a similar outperformance also observed in its data center REIT peers in varying degrees. Much of their outperformance is attributed to the notable market rotation to stocks with " infrastructure-adjacent real assets " and "AI-enabled operating models," with a similar double digits rally also observed in the iShares U.S. Digital Infrastructure and Real Estate ETF ( IDGT ) by +60.4% since the 52 week bottom. The exuberance is unsurprising indeed, since these assets supposedly "demonstrate greater scalability and margin resilience, supporting premium valuations and tighter bid-ask spreads," significantly aided by the hyperscalers' outsized spending trends during the multi-year cloud super cycle. On the software layer, many SaaS players have also reiterated the increasing AI use cases and the expanding AI monetization trends, including: Palantir ( PLTR ) for commercial/defense applications, Microsoft ( MSFT ) for enterprise/cloud applications, and Google ( GOOG ) for advertising/cloud applications, with it lending credence to the growing AI compute demand. 2. FQ1'26 Metrics Discussed The same has been observed in DLR's robust FQ1'26 booking metrics, across: the total backlog of $1.8B ( +95.8% YoY ), the growing total bookings of $707M (+192.1% YoY), the higher base rent per Kilowatt at $191 (-21.7% YoY/+55.2% from FQ4'19 of $123), and the rich renewal spreads at +5% YoY on a cash basis (-0.6 points YoY/+6.3 fr...

Intel Earnings Surprise Wall Street. Guidance Points to Steady AI-Driven Demand

Russian central bank cuts key rate by only 50 bps, raises oil price forecast on Iran war Reuters

Source: Bloomberg, 0:00

CEO William Li says proprietary chips will better match NIO's algorithms and eventually lift overall profit margins

“十五五”期间，湖北将加快建设具有全国影响力的科技创新高地和体现湖北优势的现代化产业体系，力争取得更多突破性进展。这是记者4月24日从“开局起步‘十五五’湖北省专场新闻发布会”上获悉的。科技创新是湖北的最大优势、金字招牌。“十四五”以来，湖北全社会研发经费投入年均增速保持在10%以上，高新技术企业增至3.5万家，产出了全球首款北斗高精度芯片等一批重大科技成果。同时，科教优势加速转化为产业优势，光电子信息等5大支柱产业全部迈入万亿级，2025年高技术制造业增加值占规模以上工业增加值的比重达到17.4%。(新华社)

The jump also boosted the federal government’s stake in the chip maker. Late Thursday, Intel posted better-than-expected first quarter earnings, including headline revenue of $13.6 billion and a top-line gain of 29 cents a share. CEO Lip-Bu Tan, who took over from Pat Gelsinger in March of last year, has also struck deals with Nvidia and SoftBank as part of his broader effort to revive the group’s chipmaking fortunes.

随着全球卫星星座计划加速部署，在轨卫星数量激增，太空交通安全问题正在从理论风险变成现实问题。 有数据显示，过去半年，全球最大的卫星星座仅半年内就实施了超过5万次主动避碰操作。而当未来星座建设规模达到数万颗、甚至百万颗体量，传统依靠地面站24小时人工监测管控的模式将会面临管理难度陡增、成本高企、传输受限等难题，高速率、高稳定、高安全的星间通信与智能化在轨管理成为技术趋势，要实现这一目标，既需要高可靠的激光通信终端，也需要AI大模型自主决策能力的加持。 在4月24日举办的“2026中国航天日”商业航天产业高质量发展论坛上，中科天塔正式发布了公司新一代星载激光通信终端。 中科天塔副总经理景振龙在会上提到，中科天塔此次发布的新一代终端，在传输速率、链路稳定性、环境适应性和数据安全性等方面实现全面升级。相比传统微波通信，激光通信具有带宽大、时延低、波束窄、保密性强、抗干扰能力突出等优势，可有效弥补地面测控短板，推动卫星测控体系由“地基”为主向“天地一体”升级。 中科天塔新一代星载激光通信终端 从技术沿革上看，中科天塔新一代激光通信终端源自西安光机所20余年的技术积累和科技成果转化，终端产品采用独立控制系统设计，不占用卫星主控资源，可靠性与兼容性更优——打个比喻，这意味着它就像“即插即用”的独立模块，可以适配不同的卫星平台。据介绍，在2020-2025年期间，西安光机所自主研发的激光通信终端就实现了产品上星，在此期间创造了当时国内“最快建链”和“最长稳链”的纪录。 信息的桥梁有了，如果给卫星再装上一个AI大脑，让其接收数据后可提前进行数据处理、预警和风险规避，就有望让“太空智驾”成为可能——这也是中科天塔想要推动的技术演进和应用落地方向。 事实上早在2024年，中科天塔就依托公司过往航天数据与知识体系，推出了国内首个航天测控领域AI大模型，通过2年的迭代优化，陆续推出系列智能体，旨在解决大规模星座地面管控难等问题。据中科天塔总经理曾伟刚介绍，目前其模型及智能体产品已和国内头部卫星公司、体制内院所达成合作，并在去年实现了千万级的订单收入。 在AI技术的加持之下，中科天塔希望推动“太空智驾”体系实现卫星管理模式的三级跨越。 “从人工使用软件管理，升级为软件自动化运行，再迈向AI智能体自主决策。”曾伟刚也提到，正如地面汽车的自动驾驶发展历程，未来太空中的卫星“智驾”，也将延续从辅助驾...