Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) jumped 3.9% in the afternoon session after strong earnings results from industry leader Intel and positive industry-wide forecasts boosted the broader semiconductor sector.
Shares of semiconductor designer Lattice Semiconductor (NASDAQ:LSCC) jumped 3.9% in the afternoon session after strong earnings results from industry leader Intel and positive industry-wide forecasts boosted the broader semiconductor sector.
Competing asset managers tend to offer very similar ETF lineups, especially when it comes to sector funds. Whether you’re looking at Vanguard, iShares, or State Street, you’ll usually find a full set of ETFs covering all 11 official sector classifications. On the surface, many of these funds look nearly identical, which makes the choice seem ... XLK Charges One Penny Less Than VGT Per $100 Investe...
Competing asset managers tend to offer very similar ETF lineups, especially when it comes to sector funds. Whether you’re looking at Vanguard, iShares, or State Street, you’ll usually find a full set of ETFs covering all 11 official sector classifications. On the surface, many of these funds look nearly identical, which makes the choice seem ... XLK Charges One Penny Less Than VGT Per $100 Invested. Here Is Why That Is Not the Reason to Choose It.
N Rotteveel/iStock Editorial via Getty Images This week in the cryptocurrency market wasn’t just noise but more like a shift in momentum. Policymakers stepped in with clearer intent, institutions doubled down, and Bitcoin ( BTC-USD ) quietly touched a ~$79K monthly high. In this article, we break down what happened in the crypto market this week, while the current global market cap stands at ~$2.6...
N Rotteveel/iStock Editorial via Getty Images This week in the cryptocurrency market wasn’t just noise but more like a shift in momentum. Policymakers stepped in with clearer intent, institutions doubled down, and Bitcoin ( BTC-USD ) quietly touched a ~$79K monthly high. In this article, we break down what happened in the crypto market this week, while the current global market cap stands at ~$2.6T. Bipartisan push for crypto rules gains pace: Senator Cynthia Lummis said there’s now bipartisan backing in Congress for a crypto market structure bill. That’s one of the biggest crypto market events because clearer rules could finally reduce uncertainty that’s been holding institutions back, reported Watcher Guru . BlackRock & Strategy's big bet: BlackRock ’s iShares Bitcoin Trust ( IBIT ) saw $709.76M in inflows this week alone. Meanwhile, Strategy ( MSTR ) bought 34.16K BTC for ~$2.54B, taking total holdings to 815.06K Bitcoin ( BTC-USD ). U.S. military testing Bitcoin network: Admiral Samuel Paparo reportedly confirmed the U.S. military is running a Bitcoin ( BTC-USD ) node and testing how the Bitcoin network can help secure and protect its systems. Russia opens the door for crypto in global trade: Russia passed a bill allowing businesses to use crypto for cross-border payments, even under sanctions. Bitcoin ( BTC-USD ) and Ethereum ( ETH-USD ) are expected to be the first cryptocurrencies allowed under this system. South Africa tightens crypto movement rules: South Africa plans strict crypto rules—big transactions must go through approved platforms, cross-border transfers need approval, and foreign holdings must be declared. Breaking rules could lead to asset seizure, up to an R1M fine, or 5 years in jail. Tether freezes $344M USDT in crackdown: Tether ( USDT-USD ) froze over $344M USDT in coordination with U.S. authorities and the Office of Foreign Assets Control . It highlights the growing role of stablecoins in compliance frameworks. Tesla takes a $222M hit on Bit...
Scharfsinn86/iStock via Getty Images Industrial real estate has gone through a reset over the past two years. Demand cooled from pandemic highs, supply briefly surged, and investors started asking harder questions about durability. Think of REITs like Rexford Industrial Realty ( REXR ), whose valuation has fallen on hard times as a result. But beneath that noise, a handful of operators have kept e...
Scharfsinn86/iStock via Getty Images Industrial real estate has gone through a reset over the past two years. Demand cooled from pandemic highs, supply briefly surged, and investors started asking harder questions about durability. Think of REITs like Rexford Industrial Realty ( REXR ), whose valuation has fallen on hard times as a result. But beneath that noise, a handful of operators have kept executing with discipline. First Industrial Realty Trust ( FR ) is one of them, and its latest results suggest the story is shifting back toward steady growth paired with reliable income. I last covered FR back in February 2025, highlighting its solid operating fundamentals. Since then, FR has delivered a respectable 15.4% total return. In this article, I revisit the stock and discuss why it’s a ‘Buy’ on strong execution, so let’s get started! A Focused Industrial Platform With Embedded Growth First Industrial Realty Trust is a pure-play industrial REIT, owning and developing logistics properties across key U.S. markets. Its portfolio is built around distribution hubs, infill locations, and development-ready land. These are assets that benefit from long-term trends like e-commerce, supply chain modernization, and domestic manufacturing. As shown below, its markets are strategically centered around supply-constrained Tier 1 and growing Sunbelt markets. Investor Presentation FR’s strategy has been consistent for years. It prioritizes spec development in high-demand markets, maintains a flexible land bank, and rotates capital when values are compelling. That approach is now paying off in multiple ways. One of the most notable recent developments is a pending $131 million land sale in Phoenix’s 303 corridor. The pricing, about $30 per land square foot, represents more than three times prevailing industrial land values in that market. This is not just a one-off gain. It highlights the embedded value within the company’s land portfolio and its ability to monetize assets opportunis...
A number of stocks jumped in the afternoon session after strong earnings results from industry leader Intel and positive industry-wide forecasts boosted the broader semiconductor sector.
A number of stocks jumped in the afternoon session after strong earnings results from industry leader Intel and positive industry-wide forecasts boosted the broader semiconductor sector.
mohd izzuan Most financial companies from the S&P 500 delivered strong profit performance in the latest earnings season, with 15 out of 19 firms beating EPS estimates while 5 trailed estimates. On the other hand, based on the revenue, performance was more mixed. 10 companies beat revenue estimates, while 9 companies fell short of estimates. This structure clearly indicates that profitability remai...
mohd izzuan Most financial companies from the S&P 500 delivered strong profit performance in the latest earnings season, with 15 out of 19 firms beating EPS estimates while 5 trailed estimates. On the other hand, based on the revenue, performance was more mixed. 10 companies beat revenue estimates, while 9 companies fell short of estimates. This structure clearly indicates that profitability remains strong, while top-line growth is uneven across the sector. Of the 19 financial companies of the S&P 500 index, 18 reported Y/Y earnings growth, and 15 saw topline growth. Here is a summary of recent financial results from top financial stocks: American Express ( AXP ) reported a revenue beat and EPS beat, driven by strong card spending and resilient demand from premium customers. Margins held steady, and the company reaffirmed its full-year outlook, signaling continued confidence in consumer strength. Blackstone ( BX ) posted a revenue beat with Q1 distributable EPS of $1.36 , vs. the consensus of $1.34, increased from $1.75 in Q4 2025 and $1.09 in last year’s Q1. Infrastructure and Tactical Opportunities turned in the strongest returns of the quarter, while its Liquid Credit and Opportunistic Real Estate strategies had negative returns. Capital One Financial ( COF ) as Q1 earnings and revenue came in lighter than the Wall Street consensus estimates. The credit card lender continued to integrate Discover's operations into its business. Nasdaq ( NDAQ ) reported a revenue beat and EPS beat, supported by strong performance driven by growth at the fintech and index segments, even as expenses continued to swell. Interactive Brokers ( IBKR ) reported Q1 revenue of about $1.67B, slightly missing estimates, while EPS of $0.60 came in below or in line with expectations. Trading activity remained strong, but lower regulatory fees and some pressure on commissions weighed on overall results. Synchrony Financial ( SYF ) Q1 earnings exceeded the Wall Street consensus on Tuesday as its...
A number of stocks jumped in the afternoon session after strong earnings results from industry leader Intel and positive industry-wide forecasts boosted the broader semiconductor sector.
A number of stocks jumped in the afternoon session after strong earnings results from industry leader Intel and positive industry-wide forecasts boosted the broader semiconductor sector.
For years, Tesla sold millions of cars with a promise attached: Pay extra for Full Self-Driving, and your vehicle would eventually drive itself. Software updates would get it there. The hardware was ready. On April 23, Elon Musk finally said out loud what Tesla owners had suspected for a long time. ...
For years, Tesla sold millions of cars with a promise attached: Pay extra for Full Self-Driving, and your vehicle would eventually drive itself. Software updates would get it there. The hardware was ready. On April 23, Elon Musk finally said out loud what Tesla owners had suspected for a long time. ...
MartinPrescott/E+ via Getty Images Co-authored with Beyond Saving We don't usually write bearish articles. We find that it is usually much more constructive to talk about the things we want to buy as opposed to talking about the much larger number of things that we choose not to buy. However, there is a group of investments that members have been frequently asking about, and it is an investment ve...
MartinPrescott/E+ via Getty Images Co-authored with Beyond Saving We don't usually write bearish articles. We find that it is usually much more constructive to talk about the things we want to buy as opposed to talking about the much larger number of things that we choose not to buy. However, there is a group of investments that members have been frequently asking about, and it is an investment vehicle that is as terrible an idea as "CDO squared" back in 2008. Unfortunately, it is created specifically to appeal to the greed of income investors. We are talking about several issues of preferred securities issued by Strategy Inc. ( MSTR ). We love preferred equities, and we own a lot of them at High Dividend Opportunities . We have a preference for preferred equities that have a higher than average yield and are with companies outside of the traditional banks and insurance companies that dominate the preferred asset class. So naturally, some members are looking at the high yields of the MSTR preferred shares and think they look great. We don't own any, we would not add them to the model portfolio, and we strongly urge anyone considering buying these to completely understand the risk they are taking. What Is MSTR? MSTR is a software company that has a modest and slightly profitable software business. They started buying Bitcoin ( BTC ), and today, their Bitcoin holdings dwarf their software business. MSTR now describes itself as a Bitcoin Treasury Company. Which in Plain English means "We own a bunch of Bitcoin so you should buy our stock". Because that's it, they own and hold Bitcoin and have a little software side business. MSTR owns a lot of Bitcoin. As of December 31st 2025, they owned $58.8 billion in Bitcoin. Source MSTR 2025 10-K Plus about $2.3 billion in cash, which makes up substantially all of their assets. What does MSTR do with this Bitcoin? Nothing. They just hold it and buy more. MSTR's revenues come from product licenses, subscription services, and produ...
Trump's SWIFT Hint And The Decline Of The Euro Submitted by Thomas Kolbe In a post on Truth Social, US President Donald Trump indicates the imminent return of Russia to the SWIFT payment system. It would mark the end of sanctions against Russia. But the Prussians are not shooting that fast anymore. Currency policy is geopolitics. This is especially true as soon as the US dollar is involved. And th...
Trump's SWIFT Hint And The Decline Of The Euro Submitted by Thomas Kolbe In a post on Truth Social, US President Donald Trump indicates the imminent return of Russia to the SWIFT payment system. It would mark the end of sanctions against Russia. But the Prussians are not shooting that fast anymore. Currency policy is geopolitics. This is especially true as soon as the US dollar is involved. And that is almost everywhere and at any time on the globe, no matter how often European and Chinese media sound the death knell over King Dollar. It may specifically be an annoyance to European politics and Beijing, but for the time being the US dollar remains the world’s leading and reserve currency, giving the United States the leeway to defend their market dominance while rolling their debt burden relatively smoothly into the future. Washington is working under high pressure not to let this monetary configuration change, at least for the moment. In this context, one must interpret the Truth‑Social post by US President Donald Trump from the weekend: Trump indicated in a video that Russia is ready to return to the US‑regulated global financial system SWIFT. In essence, Trump is saying that Russia has understood that SWIFT and the dollar represent the future – not the dream of a BRICS currency. Indeed, one has heard little from the BRICS project in recent years; it seems the two main actors, China and Russia, are failing to anchor a currency system that ultimately depends on the monetary credibility of Beijing and Moscow. Who would really be willing to hold large portfolio shares and cash reserves in a Chinese CBDC that is exposed to Beijing’s political whims? Back to Truth Social: it is well known that the US president often behaves erratically in his media work. Yet this posting still offers an important clue as to the strategic line of American currency policy. It is quite possible that the meeting of the two presidents, Donald Trump and Vladimir Putin, last year in Alaska ma...
A number of stocks jumped in the afternoon session after strong earnings results from industry leader Intel and positive industry-wide forecasts boosted the broader semiconductor sector.
A number of stocks jumped in the afternoon session after strong earnings results from industry leader Intel and positive industry-wide forecasts boosted the broader semiconductor sector.