(RTTNews) - Wednesday, MSCI Inc. (MSCI) announced the appointment of Kashi Kakarla as Chief Technology Officer and Head of Product Engineering, effective June 22.
(RTTNews) - Wednesday, MSCI Inc. (MSCI) announced the appointment of Kashi Kakarla as Chief Technology Officer and Head of Product Engineering, effective June 22.
Digi Power X Inc (NASDAQ:DGXX, FRA:1NQ0, NEO:DGX) has committed $35 million to acquire NVIDIA's next-generation Vera Rubin systems as it scales its NeoCloudz GPU-as-a-Service platform, the AI data center infrastructure company said Wednesday. The Vera Rubin platform is NVIDIA's rack-scale...
Digi Power X Inc (NASDAQ:DGXX, FRA:1NQ0, NEO:DGX) has committed $35 million to acquire NVIDIA's next-generation Vera Rubin systems as it scales its NeoCloudz GPU-as-a-Service platform, the AI data center infrastructure company said Wednesday. The Vera Rubin platform is NVIDIA's rack-scale...
FREDERICA ABAN/iStock via Getty Images GENERAL FUND INFORMATION Ticker: SMAIX Portfolio managers: Bruce Johns; James Randazzo; and Nicholas Venditti, CFA® Subadvisor: Allspring Global Investments, LLC Category: Muni national short FUND STRATEGY Uses both bottom-up credit research and top-down macroeconomic analysis Seeks to generate excess performance by actively managing the four key elements of ...
FREDERICA ABAN/iStock via Getty Images GENERAL FUND INFORMATION Ticker: SMAIX Portfolio managers: Bruce Johns; James Randazzo; and Nicholas Venditti, CFA® Subadvisor: Allspring Global Investments, LLC Category: Muni national short FUND STRATEGY Uses both bottom-up credit research and top-down macroeconomic analysis Seeks to generate excess performance by actively managing the four key elements of total return: duration, yield-curve positioning, sector and credit-quality allocation, and security selection Uses a relative-value approach based on extensive credit analysis that seeks opportunities from changing market trends and pricing inefficiencies to generate excess returns AVERAGE ANNUAL TOTAL RETURNS (%) AS OF 3/31/2026* 3 MONTH YEAR TO DATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE FUND INCEPTION (11/30/95)^ Ultra Short-Term Municipal Income Fund-Inst 0.56 0.56 3.20 3.44 2.17 1.68 2.46 Ultra Short-Term Municipal Income Blended Index 0.54 0.54 2.73 3.14 2.10 1.61 — Bloomberg 1 Year Municipal Bond Index 0.64 0.64 3.04 3.04 1.82 1.61 — Click to enlarge *Returns for periods less than one year are not annualized. Figures quoted represent past performance, which is no guarantee of future results, and do not reflect taxes a shareholder may pay on an investment in a fund. Investment return, principal value, and yields of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted and assumes the reinvestment of dividends and capital gains. Current month-end performance is available at the fund's website, Allspring Global Investments: Investment Management & Services . Institutional Class shares are sold without a front-end sales charge or contingent deferred sales charge. The fund's gross expense ratio is 0.36%. The fund's net expense ratio is 0.25%. The manager has contractually committed, through October 31, 2026, to waive fees and/or r...
Greif ( GEF.B ) declares $0.93/share quarterly dividend , 10.7% increase from prior dividend of $0.84. Forward yield 4.71% Payable July 1; for shareholders of record June 17; ex-div June 17. See GEF.B Dividend Scorecard, Yield Chart, & Dividend Growth. More on Greif Greif: An Underperformer Poised For Further Pain Greif, Inc. (GEF) Q2 2026 Earnings Call Transcript Greif, Inc. 2026 Q2 - Results - E...
Greif ( GEF.B ) declares $0.93/share quarterly dividend , 10.7% increase from prior dividend of $0.84. Forward yield 4.71% Payable July 1; for shareholders of record June 17; ex-div June 17. See GEF.B Dividend Scorecard, Yield Chart, & Dividend Growth. More on Greif Greif: An Underperformer Poised For Further Pain Greif, Inc. (GEF) Q2 2026 Earnings Call Transcript Greif, Inc. 2026 Q2 - Results - Earnings Call Presentation These 10 mid-cap U.S. materials companies rank among the market's most attractively valued stocks Greif outlines $610M adjusted EBITDA low-end target while maintaining $315M free cash flow guidance
matejmo/iStock via Getty Images A screen of materials stocks with market capitalizations above $10B highlights Coeur Mining ( CDE ), Ecolab ( ECL ), and Element Solutions ( ESI ) as some of the market’s most expensive names based on valuation grades, each carrying a Valuation Grade of F. The valuation grade compares how expensive or cheap a stock is relative to others in its sector. It is based on...
matejmo/iStock via Getty Images A screen of materials stocks with market capitalizations above $10B highlights Coeur Mining ( CDE ), Ecolab ( ECL ), and Element Solutions ( ESI ) as some of the market’s most expensive names based on valuation grades, each carrying a Valuation Grade of F. The 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, price to sales, and price to cash flow, using both current and forward estimates. The overall valuation grade is derived from a comparison of all underlying metrics and reflects how attractively the stock is priced compared to its sector peers. Most expensive materials stock by valuation grade (market cap $10B and above): Coeur Mining ( CDE ): Valuation Grade F Ecolab ( ECL ): Valuation Grade F Element Solutions ( ESI ): Valuation Grade F Hecla Mining ( HL ): Valuation Grade F Martin Marietta Materials ( MLM ): Valuation Grade F Sherwin-Williams ( SHW ): Valuation Grade F Vulcan Materials ( VMC ): Valuation Grade F Alcoa ( AA ): Valuation Grade D- Albemarle ( ALB ): Valuation Grade D- Corteva ( CTVA ): Valuation Grade D- More on related tickers, etc. Ecolab Inc. (ECL) Presents at 46th Annual William Blair Growth Stock Conference - Slideshow Alcoa: I Remain Bullish After The Massive Rally Sherwin-Williams downgraded by UBS as housing slump, deal uncertainty cloud outlook Here are the quant ratings for major aluminum stocks
Wedbush highlighted several developments that it believes are bringing Tesla and SpaceX into closer alignment, including the EV giant’s $2 billion investment in SPCX.
Wedbush highlighted several developments that it believes are bringing Tesla and SpaceX into closer alignment, including the EV giant’s $2 billion investment in SPCX.
mammuth/E+ via Getty Images Step back in time two years, and so many global macro investors favored India stocks. Indeed, the iShares MSCI India ETF ( INDA ) boasted solid risk-adjusted returns and a P/E premium over so many other struggling emerging market countries. But since the start of 2025, INDA has lagged badly. Down 10% total return over that stretch, it has to look far upward to see the i...
mammuth/E+ via Getty Images Step back in time two years, and so many global macro investors favored India stocks. Indeed, the iShares MSCI India ETF ( INDA ) boasted solid risk-adjusted returns and a P/E premium over so many other struggling emerging market countries. But since the start of 2025, INDA has lagged badly. Down 10% total return over that stretch, it has to look far upward to see the iShares MSCI Emerging Markets ETF ( EEM ), which is +72%, dividends included. Of course, South Korea ( EWY ) and Taiwan ( EWT ) have stolen the EM show, care of AI and chip demand. But is there a contrarian signal emerging? This week, Bloomberg reported that South Korea leapfrogged India in terms of market cap. Amid low valuations and dismal sentiment, I have a buy rating on INDA. I was admittedly bullish on INDA in January 2025 , and the fund is down 5% since then, underperforming the S&P 500 by more than 30 percentage points. INDA Weak Vs EM ETFs Since 2025 Stockcharts.com Contrarian Indicator? India Now Smaller than South Korea Bloomberg, The Daily Shot According to the issuer , INDA seeks to track the investment results of an index composed of Indian equities. It’s used to gain exposure to large- and mid-capitalization companies in India and express a granular view on Indian stocks and the growth of a major developing economy. INDA is a medium-sized ETF, now with $6.7 billion in assets under management as of June 1, 2026. That’s down from $8.1 billion at the time of my previous analysis. Its annual expense ratio is moderate to elevated at 61 basis points, while there is no stated trailing 12-month dividend yield on Seeking Alpha (the last distribution was $0.40 in December 2024). Share-price momentum is very poor right now, earning the product a weak F ETF Grade in that category by Seeking Alpha’s quantitative scoring system. Risk levels are also not so sanguine, given a somewhat concentrated portfolio and high historical realized standard deviation trends. For INDA to t...
nopparit/E+ via Getty Images We remain cautious on the 60/40 stock bond allocation model popularized in the 1970s because the secular trend of declining interest rates since 1981 has broken not only technically, but fundamentally. Specifically, we believe we are in an inflationary environment where market leadership is rotating to assets that are not dependent on or beneficiaries of lower interest...
nopparit/E+ via Getty Images We remain cautious on the 60/40 stock bond allocation model popularized in the 1970s because the secular trend of declining interest rates since 1981 has broken not only technically, but fundamentally. Specifically, we believe we are in an inflationary environment where market leadership is rotating to assets that are not dependent on or beneficiaries of lower interest rates. The chart below of the parabolic performance of the 60/40 asset allocation model may be signaling a secular peak not just in over-weighting stocks and bonds but of an asset re-allocation rotation toward inflationary, currency debasement, interest rate defensive and value investments. Parabolic 60 40 Allocation Performance (Longterm Trends.com) The chart below of the ratio of the S&P 500 to bonds shows the S&P 500 is historically overpriced relative to bonds. With inflation data worse than Federal Reserve PCE targets, rising rates could prove problematic for popular large capitalization growth indices like the S&P 500 and the NASDAQ 100 in the months and years ahead. Portfolios should benefit by reallocations into foreign and emerging market geographies, and increased weightings into value, small capitalization, interest rate hedged investments, commodities and commodity-related equities. SPY vs Bond Ratio (Longterm Trends.com) Our view is that fundamental factors, inflation in particular, have changed since 2020. We have higher inflation exacerbated by COVID19, reckless government spending, artificially low interest rates, and wars in Ukraine and Iran. The PCE was recently reported at 3.8% and above the Federal Reserve’s stated 2.0% target. Inflation hurts bonds and hurts equity valuations, particularly for large cap growth stocks which dominate the S&P 500 and NASDAQ 100 indices, but inflation helps commodities. Today, equity prices appear to have had a parabolic move driven by artificial intelligence, earnings momentum, and recent favorable US-Iran negotiations. T...
z1b/iStock via Getty Images Buying above-average companies at below-average prices is a recipe for long-term success. That’s why I favor Dividend Aristocrats like Realty Income Corporation ( O ) whenever they fall into an attractive buying range. I last covered Realty Income back in November 2025, highlighting its steady AFFO growth and disciplined capital deployment. Since then, the stock has giv...
z1b/iStock via Getty Images Buying above-average companies at below-average prices is a recipe for long-term success. That’s why I favor Dividend Aristocrats like Realty Income Corporation ( O ) whenever they fall into an attractive buying range. I last covered Realty Income back in November 2025, highlighting its steady AFFO growth and disciplined capital deployment. Since then, the stock has given investors a 10% total return, which isn’t bad for just over half a year’s timeframe. At the current price of $59.91, O sits well under its recent high of $65 with no material negative news for the company. My belief is that the market is allocating capital toward high-growth names in the AI space while leaving established income producers like O behind. As shown below, the stock currently sits well inside the bottom half of its 52-week range. O Stock 1-Yr Trend (Seeking Alpha) In this article, I revisit O, including recent business results , and discuss what makes it a solid ‘Buy’ at present, so let’s dive in! Why Realty Income? Realty Income is a well-established and the largest net lease REIT. It owns a portfolio of single-tenant commercial properties across the U.S. and Europe that are leased under long-term agreements. At present, O has 15,571 properties that are leased to 1,786 tenants. Its property base is diversified across 92 industries. In recent years, O has expanded beyond traditional retail and into industrial, gaming, data centers, and credit investments. The growing data center segment represents O’s latest new segment. As shown below, this segment represents a $0.5 trillion addressable market, out of a total of $14 trillion across all sectors. Investor Presentation Realty Income delivered solid Q1 2026 results, with AFFO per share rising by 6.6% YoY. This was driven by robust property investment activity of $2.8 billion during the quarter at an attractive cash yield of 7.1%. O’s investment activity was balanced between North America and Europe. This reflec...
trevorbenbrook/iStock Editorial via Getty Images EasyJet stock has surged 20.9% over the past five days following takeover interest from Castelake. Airline stocks have come under pressure amid rising fuel prices and uncertainty on robustness of demand driven by the war in the Middle East. While the stock price has had a strong run, we note that price is still down 9.3% compared to a year ago when ...
trevorbenbrook/iStock Editorial via Getty Images EasyJet stock has surged 20.9% over the past five days following takeover interest from Castelake. Airline stocks have come under pressure amid rising fuel prices and uncertainty on robustness of demand driven by the war in the Middle East. While the stock price has had a strong run, we note that price is still down 9.3% compared to a year ago when I covered easyJet with a strong buy rating and we also note that the current stock price matches easyJet’s share price. In this report, I will discuss the potential takeover, why acquisition of a European airline is complicated and I have a deeper look at whether the >$4 billion offer for easyJet that Castlelake is considering is a good one. A £3 Billion Bid With Major Complications Castelake is interested in acquiring easyJet. That interest comes at this point is not a completely surprise as the company reported a £552 million loss driven by seasonal weakness, investments in the Italian market, cost inflation and one month of partial exposure to higher fuel prices. It pushed shares to a low of $4.57. Typically, I am looking for a 25%-33% premium before. Castelake’s interest in the UK low-cost carrier with a holiday package offering became evident on the 29 th of May. On the preceding trading day, the share price was $5.37. So, a reasonable target range would be between $6.70 and $7.15 when solely looking at the typical premium. Castelake is a US-based company, which does mean that there could be some hurdles to acquire easyJet. While the UK is not part of the EU, there are European regulatory hurdles through article 4F of Regulation [EC] No. 1008/2008 , which states the following: Member States and/or nationals of Member States own more than 50 % of the undertaking and effectively control it, whether directly or indirectly through one or more intermediate undertakings, except as provided for in an agreement with a third country to which the Community is a party; The reason...
Family Of Henry Nowak's Migrant Killer Sparks Outrage After Asking For "No Further Pain" In Tone-Deaf Statement Via Remix News, The family of Vickrum Digwa has been accused of adding insult to injury after issuing a statement asking that Henry Nowak’s murder not be used to cause “further pain,” despite fierce public anger over the way the 18-year-old was stabbed, falsely accused, handcuffed and le...
Family Of Henry Nowak's Migrant Killer Sparks Outrage After Asking For "No Further Pain" In Tone-Deaf Statement Via Remix News, The family of Vickrum Digwa has been accused of adding insult to injury after issuing a statement asking that Henry Nowak’s murder not be used to cause “further pain,” despite fierce public anger over the way the 18-year-old was stabbed, falsely accused, handcuffed and left dying in the street. Vickrum Digwa was sentenced to life in prison with a minimum term of 21 years on Monday after stabbing 18-year-old Henry Nowak multiple times in Southampton. According to the account provided, Henry was stabbed five times, including twice in the back of the legs, once in the face and once fatally in the chest. The case has caused national outrage not only because of the killing itself, but the wider context. After the stabbing, Digwa’s brother phoned police and claimed that “some White guy” had racially insulted his brother. Henry had not done so, a court ruled. Instead, Digwa had used a ceremonial knife to stab him repeatedly. Police then arrested Henry purely on the basis of the report of racial assault against him. Bodycam footage released by the Crown Prosecution Service after the sentencing showed Henry lying motionless on the ground while being arrested on suspicion of assault. He told officers he had been stabbed and could not breathe. 🇬🇧 The distressing bodycam footage of Henry Nowak's final minutes has been released by the Crown Prosecution Service. Henry was stabbed by Vickrum Digwa, with an 8-inch blade he said he carried as part of his Sikh faith, while walking home alone in December last year in… pic.twitter.com/mIM1BgGdkj — Remix News & Views (@RMXnews) June 1, 2026 “I don’t think you have, mate,” one officer replied. Henry died minutes later. Against that background, the Digwa family’s statement has been met with disbelief. The statement said, “The loss of a young life is a grief that no family should ever have to carry. We are deeply ...
I’ve been studying SpaceX’s business model for nearly a decade, and the IPO paperwork reframes the entire company. Forget rockets for a second. The single line got my attention was capital expenditures. The number is the story. Here is what SpaceX spent building things last year: $20,737 million in total capital expenditures for the year ... The Eye-Watering Sum SpaceX Spent Last Year Reveals What...
I’ve been studying SpaceX’s business model for nearly a decade, and the IPO paperwork reframes the entire company. Forget rockets for a second. The single line got my attention was capital expenditures. The number is the story. Here is what SpaceX spent building things last year: $20,737 million in total capital expenditures for the year ... The Eye-Watering Sum SpaceX Spent Last Year Reveals What’s Really Coming Next
Morsa Images/DigitalVision via Getty Images The last time I covered Adtalem, now Covista ( CVSA ), my rating was hold. While I do like the healthcare education business model and the company is actually strong, I was worried about investigation risk and uncertainties around Chamberlain. Since then, in my opinion, the situation has improved. The company changed its name to Covista and now positions...
Morsa Images/DigitalVision via Getty Images The last time I covered Adtalem, now Covista ( CVSA ), my rating was hold. While I do like the healthcare education business model and the company is actually strong, I was worried about investigation risk and uncertainties around Chamberlain. Since then, in my opinion, the situation has improved. The company changed its name to Covista and now positions itself as a for-profit education business and as a healthcare workforce infrastructure part. I think it is logical because the U.S. and even worldwide medical staff shortage is still a real problem. More importantly, Q3 FY2026 showed growth; Chamberlain had a positive enrollment growth, Walden remained strong, and management even increased full-year revenue and adjusted EPS guidance. Still, I believe that this is not a clean, strong buy play because regulatory and legal risk is still there. However, risk/reward now looks better for me. Q3 FY2026 The quarter itself was not that explosive in growth, but for my thesis to change, I did not need it. After investigating the headlines, the main question was whether the business is starting to crumble or the market just overreacted. The numbers tell that most likely it is the second option because revenue reached $487.0 million, or 4.5% more than a year ago. While this is not extraordinary, this was pressured by Walden's one-week academic shift. If we take out this effect, revenue growth would have been around 8.4%, so in fact the demand is looking better. Another way to see this demand is to look at enrollment, where they reached 100,585 students, and that was 6.8% growth if we compare YoY. I believe this metric is better in this type of business because it shows the future revenue pipeline. And in my opinion, if the student base is holding and growing, then the growth story seems to be intact. If we divide revenue by student number, we get that the revenue did not grow that much. This shows that Q3 was more volume-led than prici...