Aureus Greenway Holdings ( AGH ) announced Autonomous Power Corporation (“Powerus”) secured $50M funding from KCGI ESG funds pre-merger. These funds were allocated to scale autonomous defense manufacturing across the U.S. and South Korea. The stock fell ~2.14% to $3.23 post announcement . More on Aureus Greenway Holdings Inc. Key deals this week: Savills, Cintas, Aureus Greenway, Papa John's, and ...
Aureus Greenway Holdings ( AGH ) announced Autonomous Power Corporation (“Powerus”) secured $50M funding from KCGI ESG funds pre-merger. These funds were allocated to scale autonomous defense manufacturing across the U.S. and South Korea. The stock fell ~2.14% to $3.23 post announcement . More on Aureus Greenway Holdings Inc. Key deals this week: Savills, Cintas, Aureus Greenway, Papa John's, and more Aureus Greenway signs merger with drone startup Powerus, supported by Trump family Financial information for Aureus Greenway Holdings Inc.
halbergman A group of industrial and infrastructure-linked stocks pushed to fresh 52-week highs on Thursday, diverging sharply from a broader market decline as investors rotated into companies tied to power, defense and grid modernization themes. The gains came even as geopolitical tensions weighed on sentiment. Hopes for a resolution to the U.S.-Iran conflict faded after warnings from Donald Trum...
halbergman A group of industrial and infrastructure-linked stocks pushed to fresh 52-week highs on Thursday, diverging sharply from a broader market decline as investors rotated into companies tied to power, defense and grid modernization themes. The gains came even as geopolitical tensions weighed on sentiment. Hopes for a resolution to the U.S.-Iran conflict faded after warnings from Donald Trump of a potential escalation, pressuring major indices while lifting select industrial names viewed as beneficiaries of increased spending and resilience. Among the companies reaching new highs were Powell Industries ( POWL ) , Vertiv Holdings ( VRT ) and Westinghouse Air Brake Technologies ( WAB ) , alongside Comfort Systems USA ( FIX ) and Curtiss-Wright ( CW ) . Nuclear and defense-adjacent names also featured prominently, including BWX Technologies ( BWXT ) and ESCO Technologies ( ESE ) , while diversified industrial players such as ITT Inc. ( ITT ) and Preformed Line Products ( PLPC ) joined the rally. Engineering and construction firms tied to energy and electrification demand, including MasTec ( MTZ ) and MYR Group ( MYRG ) , also climbed to new highs. Defense, power, AI infrastructure themes drive divergence The strength in these names reflects a convergence of themes that have supported industrial equities in recent months: rising defense budgets, ongoing grid upgrades and surging demand for data center infrastructure linked to artificial intelligence. Companies such as Vertiv, which supplies cooling and power systems for data centers, and BWX Technologies, which has exposure to nuclear energy and defense programs, have been key beneficiaries of these trends. At the same time, firms like Comfort Systems and MasTec are leveraged to large-scale construction and electrification projects, areas that continue to attract capital despite macro uncertainty. Not all industrial names participated The rally was not universal across the sector. Spire Global ( SPIR ) fell sharpl...
Crime gangs, astonishing visual effects, the first acting role of rapper Loyle Carner … BBC drama Mint takes the plot of Romeo & Juliet and creates something unique Mint, the new drama from Charlotte Regan, is so simple in concept it’s almost hard to make sense of. It’s a story of impossible love, between two people whose families are bitter crime rivals, so their romance simply cannot be. This is...
Crime gangs, astonishing visual effects, the first acting role of rapper Loyle Carner … BBC drama Mint takes the plot of Romeo & Juliet and creates something unique Mint, the new drama from Charlotte Regan, is so simple in concept it’s almost hard to make sense of. It’s a story of impossible love, between two people whose families are bitter crime rivals, so their romance simply cannot be. This is absolutely, brazenly Romeo and Juliet, the oldest love story in the world. How it comes to feel so original, so magnetic, is mystifying. The dialogue is so spare, the look of the piece so unalloyed, there’s nothing sweet about it. It reminded Emma Laird, who plays Shannon – the female half of the couple – of Twilight . The supernatural series was, she says: “the first romantic story that I attached to. It felt like Mint could be what Twilight was for me, when I was growing up, romantic and beautiful and naive and cinematic, a whole world made of those things. It’s so much more than the story of Shannon, it’s so much bigger than the characters.” It reminded me a bit of Heathers , but not for any reason it doesn’t look like the film, it’s funny – but in a different way – and it doesn’t end the same. But it just reminds you of the first romantic thing you ever saw, the first time you understood what romance was. Continue reading...
Ceri Breeze/iStock Editorial via Getty Images I previously covered Rolls-Royce Holdings ( OTCPK:RYCEY ) ( OTCPK:RYCEF ) in August 2025, discussing why I had rated the stock as a Hold given the premium valuations and the underwhelming dividend thesis. In this article, I shall discuss why I am finally upgrading the RYCEY as a Buy, thanks to the promising FY2026 guidance and the raised FY2028 guidanc...
Ceri Breeze/iStock Editorial via Getty Images I previously covered Rolls-Royce Holdings ( OTCPK:RYCEY ) ( OTCPK:RYCEF ) in August 2025, discussing why I had rated the stock as a Hold given the premium valuations and the underwhelming dividend thesis. In this article, I shall discuss why I am finally upgrading the RYCEY as a Buy, thanks to the promising FY2026 guidance and the raised FY2028 guidance from the robust commercial/defense spending trends, along with the great insights offered by the technical indicators. RYCEY Enjoys Multi-Year Tailwinds RYCEY 1Y Stock Price (Trading View) For now, RYCEY bulls have proven my Hold rating wrong, as observed in the stock charting a stock price rally of +18.1% compared to the wider market at +4.8%, despite the recent market-wide correction from the ongoing Iran conflict. The recent pullback is warranted in my opinion, given the potential impact of the higher oil prices on ticket prices and future travel trends, albeit with the new ceasefire deal already lifting market sentiments for numerous airline stocks . RYCEY's tailwinds are attributed to their " Power by the Hour " business model, where airplane owners will only pay for the hours that the planes' engines are used, essentially: an "engine subscription plan." 1. Civil Aerospace Despite the near-term jet fuel supply constraints , I am of the opinion that RYCEY's prospects remain extremely bright indeed, as similarly observed in the robust air passenger travel trends in January / February 2026 , despite the potentially softer March 2026 numbers from the prior Iran conflict. With the company set to report their Q1'26 trading update sometime in May 2026 before the eventual half year result in July 2026, readers may want to closely monitor the management's commentary, since the ongoing travel disruptions may very well derail their prior FY2026 Civil Aerospace guidance of large engine flying hours growth by up to +120% from 2019 levels. Otherwise, I am of the opinion that RYCEY...
Sunshine Seeds/iStock via Getty Images With the announcement of a fragile two week ceasefire agreement between the United States and Iran, and brokered by Pakistan, investors have jumped back to risk-on mode. I am one of them, and this piece focuses on the main industries and stocks that I'm buying after the ceasefire on Wednesday. That said, I didn't rush to reallocate all my parked capital. Why?...
Sunshine Seeds/iStock via Getty Images With the announcement of a fragile two week ceasefire agreement between the United States and Iran, and brokered by Pakistan, investors have jumped back to risk-on mode. I am one of them, and this piece focuses on the main industries and stocks that I'm buying after the ceasefire on Wednesday. That said, I didn't rush to reallocate all my parked capital. Why? According to some trackers , there have been only five transits in the last 24 hours through the Strait of Hormuz. In other words, the pain point that has been pressuring the markets (i.e., the Hormuz blockade) is still there, and the escalations in Lebanon and some of the Gulf states are not particularly reassuring. That said, I’m an optimist here, mainly because I don’t think it would make much sense for the U.S. to drag out the conflict, given the political pressure from the upcoming midterm elections. Therefore, I believe the lows are behind us, and waiting on the sidelines at this point doesn't make much sense, as one can easily miss any potential rally toward new highs. In this article, I focus on the industries and themes the market bid up on Wednesday, and I separate long-term opportunities from mere temporary bouncebacks. As a side note, I own most of the stocks that I mention in this article, as I believe in their long-term upside potential. Let me start with one of my favorite industries: industrials (not tech). Industrials Leading The Rebound First, I will focus on pure price action to surface the industries and themes that the market has been (aggressively) buying this Wednesday after the war overhang faded (well, mostly faded). Let's start with the sector-level performance. Guidance Terminal Notably, the top-performing sector on Wednesday was industrials. Why? Well, this sector tends to be highly sensitive to the Fed's monetary policy, both in terms of financing (these are asset-heavy businesses) and demand (think B2B purchases, made with borrowed capital). O...
Many technology stocks have been absolutely slammed over the past six months, as investors try to determine which companies will accelerate because of artificial intelligence (AI) and which will be left in the dust. But the funny thing about investors is that, unsurprisingly, they don't always get things right. The massive sell-offs in software and hardware tech stocks have left some high-growth c...
Many technology stocks have been absolutely slammed over the past six months, as investors try to determine which companies will accelerate because of artificial intelligence (AI) and which will be left in the dust. But the funny thing about investors is that, unsurprisingly, they don't always get things right. The massive sell-offs in software and hardware tech stocks have left some high-growth companies that are benefiting from agentic AI looking like great deals. Continue reading
On April 8, 2026, Sharkey, Howes & Javer established a new position in the iShares International Country Rotation Active ETF (NASDAQ:CORO) , acquiring 260,697 shares with an estimated transaction value of $8.38 million. According to a filing with the Securities and Exchange Commission dated April 8, 2026, Sharkey, Howes & Javer reported a new position in the iShares International Country Rotation ...
On April 8, 2026, Sharkey, Howes & Javer established a new position in the iShares International Country Rotation Active ETF (NASDAQ:CORO) , acquiring 260,697 shares with an estimated transaction value of $8.38 million. According to a filing with the Securities and Exchange Commission dated April 8, 2026, Sharkey, Howes & Javer reported a new position in the iShares International Country Rotation Active ETF. The firm acquired 260,697 shares during the quarter, with the estimated transaction value at $8.38 million based on average pricing for the period. The quarter-end value of the CORO stake was $8.38 million. The iShares International Country Rotation Active ETF provides investors with access to a dynamically managed portfolio that rotates exposure among various international equity markets. The fund leverages BlackRock's expertise in active management to identify attractive country allocations based on macroeconomic and market signals. This approach aims to deliver enhanced risk-adjusted returns compared to traditional passive international equity strategies. Continue reading
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, Riverview Bancorp, Inc. (Symbol: RVSB) will trade ex-dividend, for its quarterly dividend of $0.02, payable on 4/24/26. As a percentage of RVSB's recent stock price of $5.63, this dividend works out to
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, Riverview Bancorp, Inc. (Symbol: RVSB) will trade ex-dividend, for its quarterly dividend of $0.02, payable on 4/24/26. As a percentage of RVSB's recent stock price of $5.63, this dividend works out to
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, AllianzGI Convertible & Income Fund II (Symbol: NCZ) will trade ex-dividend, for its monthly dividend of $0.12, payable on 4/29/26. As a percentage of NCZ's recent stock price of $14.55, this divide
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, AllianzGI Convertible & Income Fund II (Symbol: NCZ) will trade ex-dividend, for its monthly dividend of $0.12, payable on 4/29/26. As a percentage of NCZ's recent stock price of $14.55, this divide
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, PIMCO Income Strategy Fund II (Symbol: PFN) will trade ex-dividend, for its monthly dividend of $0.0718, payable on 5/1/26. As a percentage of PFN's recent stock price of $7.05, this dividend works out
Looking at the universe of stocks we cover at Dividend Channel, on 4/13/26, PIMCO Income Strategy Fund II (Symbol: PFN) will trade ex-dividend, for its monthly dividend of $0.0718, payable on 5/1/26. As a percentage of PFN's recent stock price of $7.05, this dividend works out
Looking at the universe of stocks we cover at Dividend Channel, on 4/10/26, BankUnited Inc. (Symbol: BKU) will trade ex-dividend, for its quarterly dividend of $0.33, payable on 4/30/26. As a percentage of BKU's recent stock price of $47.06, this dividend works out to approxima
Looking at the universe of stocks we cover at Dividend Channel, on 4/10/26, BankUnited Inc. (Symbol: BKU) will trade ex-dividend, for its quarterly dividend of $0.33, payable on 4/30/26. As a percentage of BKU's recent stock price of $47.06, this dividend works out to approxima
Uncertainty over US-Iran ceasefire pushes price of Brent crude towards $100 a barrel Business live – latest updates Middle East crisis – live updates The boss of Abu Dhabi’s state-owned oil company has said the strait of Hormuz is “not open” despite the US-Iran ceasefire agreed earlier this week, as uncertainty over the truce pushed the price of Brent crude towards $100 a barrel on Thursday. Sulta...
Uncertainty over US-Iran ceasefire pushes price of Brent crude towards $100 a barrel Business live – latest updates Middle East crisis – live updates The boss of Abu Dhabi’s state-owned oil company has said the strait of Hormuz is “not open” despite the US-Iran ceasefire agreed earlier this week, as uncertainty over the truce pushed the price of Brent crude towards $100 a barrel on Thursday. Sultan Al Jaber, the chief executive officer of the Abu Dhabi National Oil Company (Adnoc), said passage through the crucial waterway was subject to “permission, conditions and political leverage” by Iran. He said energy security and global economic stability depended on the strait being opened “fully, unconditionally and without restriction”. Continue reading...
Jonathan Kitchen Foreign information technology stocks have delivered good year-to-date returns in global equities in 2026. Japanese semiconductor and electronics companies have been the clear standouts, driven by surging global demand for advanced packaging, NAND flash memory, and precision instruments, core areas tied to the ongoing build-out of AI infrastructure. The following list ranks the to...
Jonathan Kitchen Foreign information technology stocks have delivered good year-to-date returns in global equities in 2026. Japanese semiconductor and electronics companies have been the clear standouts, driven by surging global demand for advanced packaging, NAND flash memory, and precision instruments, core areas tied to the ongoing build-out of AI infrastructure. The following list ranks the top 10 foreign IT stocks by year-to-date performance, featuring companies from Japan, Ireland, Israel, Germany, and the Netherlands, spanning semiconductors, data storage, life sciences instruments, and electronic components. The list is topped by Ibiden ( IBIDY ), with a YTD performance of 190.56%. Kioxia Holdings ( KXIAY ) and Rigaku Holdings ( RGAKF ) are next, with YTD returns of 164.36% and 159.14% respectively, establishing a strong top tier dominated by Japanese companies. Seagate Technology ( STX ) and Tower Semiconductor ( TSEM ) round out the rest of the top five, with YTD performances of 80.22% and 73.46%. Other notable foreign IT firms on the list include Camtek Ltd. ( CAMT ) and ROHM Co., Ltd. ( ROHCY ), both delivering gains above 58% year-to-date. Here is the list: Ibiden Co., Ltd. ( IBIDY ), YTD perf: 190.56% Kioxia Holdings Corporation ( KXIAY ), YTD perf: 164.36% Rigaku Holdings Corporation ( RGAKF ), YTD perf: 159.14% Seagate Technology Holdings plc ( STX ), YTD perf: 80.22% Tower Semiconductor Ltd. ( TSEM ), YTD perf: 73.46% Camtek Ltd. ( CAMT ), YTD perf: 59.94% ROHM Co., Ltd. ( ROHCY ), YTD perf: 58.02% Jenoptik AG ( JNPKF ), YTD perf: 56.12% BE Semiconductor Industries N.V. ( BESIY ), YTD perf: 54.10% FIT Hon Teng Limited ( FITGF ), YTD perf: 54.03% More on Seagate Technology, Tower Semiconductor, etc. BE Semiconductor: The AI Packaging Bottleneck Play Investors Overlook Seagate: HAMR Has Matured Into A Supply Story Seagate: Good Company, But I Don't Trust The Story At This Price Seagate rises as Morgan Stanley names it top pick Nasdaq rebounds to end f...
AeroVironment ( AVAV ) named Robert Smith as executive VP and chief operating officer, effective April 13, 2026. Smith will oversee Autonomous Systems and Space, Cyber & Directed Energy units, plus global operations and manufacturing. Smith joins from Raytheon (an RTX company), where he led a multi-billion-dollar radar and electronic warfare business. AVAV shares down 4.5%. More on AeroVironment A...
AeroVironment ( AVAV ) named Robert Smith as executive VP and chief operating officer, effective April 13, 2026. Smith will oversee Autonomous Systems and Space, Cyber & Directed Energy units, plus global operations and manufacturing. Smith joins from Raytheon (an RTX company), where he led a multi-billion-dollar radar and electronic warfare business. AVAV shares down 4.5%. More on AeroVironment AeroVironment: This Defense Stock Has Missed The Middle East Rally AeroVironment, Inc. (AVAV) Presents at JPMorgan Industrials Conference 2026 Transcript AeroVironment Mobilizes For High-Volume Deployment AeroVironment receives $25M contract from U.S. Air Force for technology development Artemis momentum lifts space outlook as BofA sees valuations steady