The following companies are expected to report earnings prior to market open on 06/02/2026. Visit our Earnings Calendar for a full list of expected earnings releases.Dollar General Corporation (DG)is reporting for the quarter ending April 30, 2026. The discount retail company's
The following companies are expected to report earnings prior to market open on 06/02/2026. Visit our Earnings Calendar for a full list of expected earnings releases.Dollar General Corporation (DG)is reporting for the quarter ending April 30, 2026. The discount retail company's
Google's new "24/7" AI agent, Gemini Spark, can be shockingly good at doing things on your behalf. But I'm not sure it's worth the financial cost and potential privacy tradeoffs. The company gave me access to Spark last week. Google advertises Spark as an AI agent that can take on tasks and work on them in the background - even tasks that have multiple steps - allowing you to put your phone down o...
Google's new "24/7" AI agent, Gemini Spark, can be shockingly good at doing things on your behalf. But I'm not sure it's worth the financial cost and potential privacy tradeoffs. The company gave me access to Spark last week. Google advertises Spark as an AI agent that can take on tasks and work on them in the background - even tasks that have multiple steps - allowing you to put your phone down or walk away from your computer. It also advertises at the very top of the Spark website that it's "always under your direction," that "you choose to turn it on," and that "it's designed to check with you before taking major actions." Given the moun … Read the full story at The Verge.
In trading on Monday, shares of the iShares 0-1 Year Treasury Bond ETF (Symbol: SHV) crossed below their 200 day moving average of $110.27, changing hands as low as $110.06 per share. iShares 0-1 Year Treasury Bond shares are currently trading off about 0.3% on the day. The ch
In trading on Monday, shares of the iShares 0-1 Year Treasury Bond ETF (Symbol: SHV) crossed below their 200 day moving average of $110.27, changing hands as low as $110.06 per share. iShares 0-1 Year Treasury Bond shares are currently trading off about 0.3% on the day. The ch
tampatra/iStock via Getty Images Capital Southwest ( CSWC ) is building capacity to expand its dividend coverage even as net investment income ("NII") and net asset value ("NAV") dip from their year-ago and sequential levels. The BDC offers a covered double-digit dividend yield from a diversified portfolio of first-lien senior secured credit backed by U.S. middle-market companies. CSWC saw fiscal ...
tampatra/iStock via Getty Images Capital Southwest ( CSWC ) is building capacity to expand its dividend coverage even as net investment income ("NII") and net asset value ("NAV") dip from their year-ago and sequential levels. The BDC offers a covered double-digit dividend yield from a diversified portfolio of first-lien senior secured credit backed by U.S. middle-market companies. CSWC saw fiscal 2026 fourth quarter NII come in at $0.59 per share , beating consensus by 1 cent but falling sequentially from $0.60 per share in the third quarter. This fourth quarter ended on 31 March 2026. CSWC's NAV dip was also seen through the BDC space as prime rates were cut by a collective 75 basis points through 2025, in aggregate with 100 basis points of cuts through 2024. I last covered CSWC with a Buy rating. Capital Southwest Fiscal 2026 Fourth Quarter Presentation The safety of the dividend is paramount, with this a core factor preventing a compression of CSWC's ongoing premium over NAV of $16.69 per share as of the end of the fourth quarter. This was as CSWC grew its total investment portfolio by 17.8% year-over-year to $2.10 billion to end the fourth quarter. The most bearish part of earnings was a continuation of the compression of CSWC's weighted average yield on its investment portfolio. This dropped by 103 basis points sequentially to 10.88%. It also fell from 12.16% in the year-ago period. This dip from the third quarter was significant, with total investment income falling 5.86% sequentially to $57.8 million to end the fourth quarter. NAV Per Share Bridge And Credit Quality Capital Southwest Fiscal 2026 Fourth Quarter Presentation While CSWC's fourth quarter NAV dipped by 6 cents sequentially, the commons at just over $23 per share are trading at a 40% premium to this level. This provides both opportunity and risk to CSWC shareholders. Firstly, it provided the BDC with a $0.11 per share increase in NAV during the fourth quarter. CSWC will continue to issue new shares...
Pla2na A screen of U.S. REIT stocks with market capitalizations between $2B and $10B highlights Millrose Properties ( MRP ), Park Hotels & Resorts ( PK ), and Alexandria Real Estate Equities ( ARE ) among the market's most attractively valued REITs relative to their sector peers. Seeking Alpha's valuation grade compares how expensive or cheap a stock is relative to others in its sector. It is base...
Pla2na A screen of U.S. REIT stocks with market capitalizations between $2B and $10B highlights Millrose Properties ( MRP ), Park Hotels & Resorts ( PK ), and Alexandria Real Estate Equities ( ARE ) among the market's most attractively valued REITs relative to their sector peers. Seeking Alpha's valuation grade compares how expensive or cheap a stock is relative to others in its sector. It is based on a combination of valuation metrics such as P/E, PEG, EV/Sales, EV/EBITDA, EV/EBIT, Price/Sales, Price/Book, Price/Cash Flow, and dividend yield, using both current and forward estimates. Cheapest U.S. REIT stocks by valuation grade (market cap $2B-$10B): Millrose Properties ( MRP ): Valuation Grade A+ Park Hotels & Resorts ( PK ): Valuation Grade A+ Alexandria Real Estate Equities ( ARE ): Valuation Grade A Highwoods Properties ( HIW ): Valuation Grade A Apple Hospitality REIT ( APLE ): Valuation Grade A- EPR Properties ( EPR ): Valuation Grade A- Medical Properties Trust ( MPT ): Valuation Grade A- Broadstone Net Lease ( BNL ): Valuation Grade B+ Douglas Emmett ( DEI ): Valuation Grade B+ Kilroy Realty ( KRC ): Valuation Grade B+ More on Millrose Properties, Park Hotels & Resorts, etc. Highwoods Properties: An Office REIT Betting On Sunbelt Growth And Occupancy Boost Get Paid To Wait: High-Yield Income Stocks For Volatile Markets Apple Hospitality REIT: The Market Still Undervalues This High-Yield Monthly Dividend REIT Park Hotels stock hits highest level since February 2025 on strong Q2 revenue growth estimate Alexandria Real Estate Equities declares $0.72 dividend
Barings BDC (NYSE: BBDC ), Bain Capital Specialty Finance (NYSE: BCSF ), and Crescent Capital BDC (NASDAQ: CCAP ) are among the most attractively valued U.S. mid-cap financial stocks, according to Seeking Alpha's valuation grades. Seeking Alpha's valuation grade compares how expensive or cheap a stock is relative to others in its specific sector. The score is calculated using a comprehensive combi...
Barings BDC (NYSE: BBDC ), Bain Capital Specialty Finance (NYSE: BCSF ), and Crescent Capital BDC (NASDAQ: CCAP ) are among the most attractively valued U.S. mid-cap financial stocks, according to Seeking Alpha's valuation grades. Seeking Alpha's valuation grade compares how expensive or cheap a stock is relative to others in its specific sector. The score is calculated using a comprehensive combination of underlying valuation metrics—including P/E, PEG, EV/Sales, EV/EBITDA, EV/EBIT, Price/Sales, Price/Book, Price/Cash Flow, and dividend yield—factoring in both current and forward estimates. The screen highlighted attractive valuations among financial companies classified within the asset management and custody banks industry, including several business development companies and direct lending firms. Most attractively valued U.S. small-cap financial stocks by valuation grade: Barings BDC (NYSE: BBDC ), Valuation Grade A+ Bain Capital Specialty Finance (NYSE: BCSF ), Valuation Grade A+ Crescent Capital BDC (NASDAQ: CCAP ), Valuation Grade A+ Carlyle Secured Lending (NASDAQ: CGBD ), Valuation Grade A+ CION Investment (NYSE: CION ), Valuation Grade A+ Goldman Sachs (NYSE: GSBD ), Valuation Grade A+ Kayne Anderson BDC (NYSE: KBDC ), Valuation Grade A+ MidCap Financial Investment (NASDAQ: MFIC ), Valuation Grade A+ Morgan Stanley Direct Lending Fund (NYSE: MSDL ), Valuation Grade A+ MSC Income Fund (NYSE: MSIF ), Valuation Grade A+ More on Barings BDC, Bain Capital Specialty Finance, etc. Kayne Anderson BDC: The Resilience Is Commendable, But I Wouldn't Buy Yet MSC Income Fund: Steep Discount Improves Setup, But 1 Huge Reason Keeps Me From Upgrading Bain Capital Specialty Finance: 12.7% Dividend Yield And Full Coverage As NII Slips Barings BDC's Sierra credit support pact ends early; to get $67M from Barings LLC Crescent Capital BDC cut to Perform at Oppenheimer after fee reduction
Pla2na A screen of U.S. small-cap REITs with market capitalizations between 300M and $2B highlights several real estate companies like Brandywine Realty Trust ( BDN ), Community Healthcare Trust ( CHCT ), and Innovative Industrial Properties ( IIPR ) trading at attractive valuation grades across office, industrial, healthcare, retail, and diversified property segments. Seeking Alpha's valuation gr...
Pla2na A screen of U.S. small-cap REITs with market capitalizations between 300M and $2B highlights several real estate companies like Brandywine Realty Trust ( BDN ), Community Healthcare Trust ( CHCT ), and Innovative Industrial Properties ( IIPR ) trading at attractive valuation grades across office, industrial, healthcare, retail, and diversified property segments. Seeking Alpha's valuation grade system reflects how cheap or expensive a REIT is relative to its sector peers, based on a composite of key metrics including price-to-FFO, EV/EBITDA, price-to-book, price-to-cash flow, dividend yield, and forward valuation multiples. In the REIT space, these metrics are especially important as earnings are driven by FFO rather than traditional EPS. The screen reveals strong value opportunities across multiple property types, with many names receiving A+ and A valuation grades despite recent sector volatility and interest rate sensitivity. 10 small-cap U.S. REITs with top valuation grades (i.e., the cheapest REITs between $3M and $2B market cap): Brandywine Realty Trust ( BDN ): Valuation Grade A+ Community Healthcare Trust ( CHCT ): Valuation Grade A+ Innovative Industrial Properties ( IIPR ): Valuation Grade A+ NewLake Capital Partners ( NLCP ): Valuation Grade A+ AH Realty Trust ( AHRT ): Valuation Grade A CTO Realty Growth ( CTO ): Valuation Grade A Easterly Government Properties ( DEA ): Valuation Grade A Global Net Lease ( GNL ): Valuation Grade A Gladstone Commercial Corporation ( GOOD ): Valuation Grade A Piedmont Realty Trust ( PDM ): Valuation Grade A More on Brandywine Realty Trust, Community Healthcare, etc. CTO Realty Growth: A 7.46% Yield, Double-Digit FFO Growth, And A Setup Being Ignored Innovative Industrial Properties: Dual Beats And Fat Dividend Yield From Most Undervalued REIT Global Net Lease: Weak Financials With Weaker Outlook Warrant Avoiding Preferreds (Rating Downgrade) CTO Realty Growth declares $0.38 dividend Innovative Industrial Properties r...
Ed Ludlow, host of Bloomberg Tech, and reporter Charlie Wells, break down how investors are approaching one of the year's biggest IPOs, with SpaceX projected to break records when it begins trading. Wells says that there has been a rise in closed funds that give everyday investors access to companies like SpaceX and OpenAI, but not without trade offs. (Source: Bloomberg)
Ed Ludlow, host of Bloomberg Tech, and reporter Charlie Wells, break down how investors are approaching one of the year's biggest IPOs, with SpaceX projected to break records when it begins trading. Wells says that there has been a rise in closed funds that give everyday investors access to companies like SpaceX and OpenAI, but not without trade offs. (Source: Bloomberg)
Joaquin Corbalan/iStock via Getty Images MP Materials ( MP ) up 8.9% and USA Rare Earth ( USAR ) up 6.4% in Monday's trading as Needham initiates coverage with Buy ratings and respective $81 and $39 price targets. Needham analyst Carter Goman sees MP Materials ( MP ), the largest producer of rare earth materials in the Western Hemisphere, as a "clear leader" with "early mover advantages," believin...
Joaquin Corbalan/iStock via Getty Images MP Materials ( MP ) up 8.9% and USA Rare Earth ( USAR ) up 6.4% in Monday's trading as Needham initiates coverage with Buy ratings and respective $81 and $39 price targets. Needham analyst Carter Goman sees MP Materials ( MP ), the largest producer of rare earth materials in the Western Hemisphere, as a "clear leader" with "early mover advantages," believing the sector is in the front end of a multi-year rare earths investment cycle as supply chains increasingly bifurcate between China and non-China. While significant amounts of capacity have been announced, Goman thinks MP's ( MP ) odds of success are among the highest, given legacy operations at Mountain Pass and the strength of the management team. "As we reach the latter part of the decade and into the 2030s, the story should shift focus back to demand growth, with broader EV adoption and eventually ramping humanoid robot deployments," Goman writes. The analyst also thinks USA Rare Earth ( USAR ) has assembled a unique collection of assets across the value chain, along with a strong management team, that position the company as a leader of the secular push to decouple rare earth magnet supply chains from China. With the Serra Verde acquisition expected to close in Q3, the integration of LCM, and first magnet shipments to customers beginning in H2 2026, Goman says USA Rare Earth ( USAR ) is "on the cusp of ramping meaningful capacity." More on MP Materials and USA Rare Earth MP Materials: The Inflection Is Real, But The Market Has Already Paid For It MP Materials: The Market Is Missing This Rare Earth Opportunity USA Rare Earth: Strategic Importance Does Not Guarantee Attractive Equity Returns
Emails and WhatsApp messages reveal string of exchanges with ministers when he was president of Global Counsel Peter Mandelson, as president of his then advisory firm Global Counsel, lobbied hard for ministers to attend his events and to meet his firm’s staff in the months following Labour’s general election win, newly released documents reveal. Emails and WhatsApp exchanges show how active the La...
Emails and WhatsApp messages reveal string of exchanges with ministers when he was president of Global Counsel Peter Mandelson, as president of his then advisory firm Global Counsel, lobbied hard for ministers to attend his events and to meet his firm’s staff in the months following Labour’s general election win, newly released documents reveal. Emails and WhatsApp exchanges show how active the Labour peer was in the wake of the election to work his contacts within government to the potential advantage of both his company and his then campaign to be chancellor of Oxford University. Continue reading...