Joe Raedle/Getty Images News SpaceX's ( SPCX ) expanding role in U.S. national security is emerging as a major driver of growth ahead of the company's planned initial public offering, with government business poised to increase significantly in coming years, The Wall Street Journal reported Monday. The U.S. government was SpaceX's ( SPCX ) largest customer in 2025, generating about $4 billion in r...
Joe Raedle/Getty Images News SpaceX's ( SPCX ) expanding role in U.S. national security is emerging as a major driver of growth ahead of the company's planned initial public offering, with government business poised to increase significantly in coming years, The Wall Street Journal reported Monday. The U.S. government was SpaceX's ( SPCX ) largest customer in 2025, generating about $4 billion in revenue, according to securities filings. That figure is expected to rise as the company wins larger defense and intelligence contracts tied to military communications, missile tracking and surveillance systems. The company's strategy has combined rapid technology development with a willingness to offer existing commercial capabilities to government agencies on accelerated timelines. That approach has helped SpaceX ( SPCX ) secure a growing share of Pentagon and intelligence-community spending on space-based systems. Insights on SpaceX’s ( SPCX ) revenue sources are especially significant as investors this week await what could become one of the largest and most closely watched stock market debuts in history. At its target offering of $135 a share, SpaceX ( SPCX ) is seeking a roughly $75 billion capital raise, making the offering the largest IPO ever attempted and valuing the Elon Musk-led company at about $1.77 trillion. For investors, the expanding government business provides a potentially stable source of long-term revenue and strengthens SpaceX's ( SPCX ) competitive position. Defense and intelligence contracts often span many years and can create barriers to entry for rivals, making national security work an increasingly important component of the company's investment case alongside its commercial launch and Starlink businesses. Recent contract wins underscore SpaceX's ( SPCX ) growing influence. The U.S. Space Force awarded the company a $2.3 billion contract to develop a satellite communications network for military operations and a separate $4.2 billion contract fo...
Britain ’s financial watchdog sued Neil Woodford , the once-renowned investment manager, and his firm over allegations that he’s providing regulated investment advice without authorization. The Financial Conduct Authority said Monday that it’s seeking an injunction against Woodford and W4.0 to block them from “carrying on the potentially unlawful activities.” Woodford Investment Management implode...
Britain ’s financial watchdog sued Neil Woodford , the once-renowned investment manager, and his firm over allegations that he’s providing regulated investment advice without authorization. The Financial Conduct Authority said Monday that it’s seeking an injunction against Woodford and W4.0 to block them from “carrying on the potentially unlawful activities.” Woodford Investment Management imploded in June 2019 in one of London’s most dramatic collapses in recent years, trapping thousands of retail investors and around £3.7 billion ($4.9 billion) in assets. The FCA last year fined Woodford and his fund empire a total of £46 million over shortcomings in the lead up to the fund’s collapse. Woodford offers a subscription service to his investment strategies, Woodford Views, through W4.0 that’s registered in the United Arab Emirates.
格隆汇6月8日｜嘉信理财旗下Schwab Center for Financial Research的固定收益研究和策略主管Collin Martin表示，随着就业市场在顽固价格压力之下依然强劲，美联储加息的门槛正在下降。 “如果我们严格孤立地看这个问题，现在就可以提出加息的理由……通胀在高位已经五年，并在持续，而且还在朝错误方向发展。随着上周劳动力市场报告的发布，门槛持续降低。”他的基线情景是，...
格隆汇6月8日｜嘉信理财旗下Schwab Center for Financial Research的固定收益研究和策略主管Collin Martin表示，随着就业市场在顽固价格压力之下依然强劲，美联储加息的门槛正在下降。 “如果我们严格孤立地看这个问题，现在就可以提出加息的理由……通胀在高位已经五年，并在持续，而且还在朝错误方向发展。随着上周劳动力市场报告的发布，门槛持续降低。”他的基线情景是，鉴于存在大量不确定性，利率行动“更长时间暂停”。“我们想看看未来几个月情况会如何发展。”
The S&P 500 Index ($SPX ) (SPY ) today is up +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.59%. June E-mini S&P futures (ESM26 ) are up +0.70%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.21%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.59%. June E-mini S&P futures (ESM26 ) are up +0.70%, and June E-mini Nasdaq futures...
QEditor's note: Seeking Alpha is proud to welcome Howard Nemerov as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » designer491/iStock via Getty Images Executive summary NEOS Nasdaq-100 High-Income ETF ( QQQI ) is...
QEditor's note: Seeking Alpha is proud to welcome Howard Nemerov as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access. Click here to find out more » designer491/iStock via Getty Images Executive summary NEOS Nasdaq-100 High-Income ETF ( QQQI ) is a NAV-stable ETF that offers both income and growth potential. Comparing QQQI to QQQY highlights the difference between NAV lag and NAV erosion. There may be better funds for those in their growth/accumulation years. QQQI is worth buying for the consumption phase. Are you a growth investor? Income investor? Hybrid? QQQI, the NEOS Nasdaq-100 High-Income ETF, may have something to offer. NEOS specializes in offering Exchange Traded Funds (ETFs) that generally balance current income with long-term price growth. Their Nasdaq-100® High-Income ETF "seeks to distribute high monthly income generated from investing in the constituents of the Nasdaq-100® Index and implementing a data-driven call option strategy." As of April 30, 2026 it has $11.9B in net assets, and as their marketing says, it holds shares of NASDAQ-100 companies instead of a synthetic structure used by many higher-yield ETFs. Their current distribution rate is 14.11%, but that varies depending on your cost basis and market dynamics. For example, in April 2025 (during the tariff rollout), the distribution dropped under 13% but rebounded in May 2025 to 15% as the market recovered. Pick the right investments I remember my tech sojourn. As a recognized computer nerd, people asked me: Do you recommend a Mac or a PC? I tried understanding how they related to computers before answering. Different people are more comfortable working with a given platform. Humans are diverse, and I wanted them happy with their investment. Are you interested in growth or income investing, or perhaps a hybrid of both? Were I still a 20-someth...
Summer Game Fest may be over, but the flood of gaming news isn't. Nintendo just announced that it'll be holding its next Direct showcase event on June 9th at 10AM ET. The stream, which you can find here , will be followed by a Treehouse Live event, and it sounds like it'll be pretty lengthy. "The Nintendo Direct will be roughly 50 minutes and Nintendo Treehouse: Live will be 95 minutes," the compa...
Summer Game Fest may be over, but the flood of gaming news isn't. Nintendo just announced that it'll be holding its next Direct showcase event on June 9th at 10AM ET. The stream, which you can find here , will be followed by a Treehouse Live event, and it sounds like it'll be pretty lengthy. "The Nintendo Direct will be roughly 50 minutes and Nintendo Treehouse: Live will be 95 minutes," the company says. There's no word yet on exactly what to expect, but this is likely to be a major showcase for Nintendo, given how quiet the back half of the year is for the company's release calendar. There are a handful of major Switch 2 games coming up - … Read the full story at The Verge.
SpaceX is set to go public in a few days at a valuation north of $1.7 trillion. The narrative has quite a few big, futuristic bets: Starship, orbital data centers, and ambitions that stretch far beyond Earth. But the business doing much of the heavy lifting today is Starlink. The satellite internet network has become SpaceX's primary profit engine, but it also carries some very real risks. Average...
SpaceX is set to go public in a few days at a valuation north of $1.7 trillion. The narrative has quite a few big, futuristic bets: Starship, orbital data centers, and ambitions that stretch far beyond Earth. But the business doing much of the heavy lifting today is Starlink. The satellite internet network has become SpaceX's primary profit engine, but it also carries some very real risks. Average revenue per user is falling, capital requirements remain heavy, and each new wave of customers appe
Key PointsThe State Street SPDR S&P Bank ETF offers a significantly lower expense ratio and a higher dividend yield than the First Trust Nasdaq Bank ETF.
Key PointsThe State Street SPDR S&P Bank ETF offers a significantly lower expense ratio and a higher dividend yield than the First Trust Nasdaq Bank ETF.
etorres69/iStock via Getty Images Chipotle Mexican Grill ( CMG ) is trying hard to keep the demand for its products high, but macroeconomic headwinds, including poor consumer sentiment and elevated energy prices, are making the task challenging. Despite the firm's stock falling significantly in the past 12 months, and the multiples compressing meaningfully, I still do not believe that currently it...
etorres69/iStock via Getty Images Chipotle Mexican Grill ( CMG ) is trying hard to keep the demand for its products high, but macroeconomic headwinds, including poor consumer sentiment and elevated energy prices, are making the task challenging. Despite the firm's stock falling significantly in the past 12 months, and the multiples compressing meaningfully, I still do not believe that currently it is the right time to buy CMG. The aim of my article today is to discuss the results of the first quarter , along with the valuation and the macroeconomic landscape, and give you the key reasons why I am not convinced yet to pull the trigger. Results and the macroeconomic landscape In the most recent quarter, CMG reported a sales growth of 7%, beating analyst estimates . While it sounds good at first, this is mainly driven by the company's expansion efforts by opening new restaurants. The organic growth, or comparable restaurant sales growth, was only 0.5%, even below the current level of inflation. This was driven by a 0.6% higher transaction rate, but partially offset (0.1%) due to people spending less per check. Looking forward, CMG expects the comparable sales to be flat year over year for fiscal 2026. Income statement (Chipotle Mexican Grill) Considering the current state of the consumer, I do not think that eating out is going to be experiencing a boom in the near term. As consumer confidence levels are hitting historic lows, I believe that people are likely to remain cost conscious in the coming quarters and will not be spending significant sums on discretionary products or experiences. And even if they do so, they will probably opt for cheaper alternatives. U.S. Consumer sentiment (tradingeconomics.com) And I have to say that CMG seems to be getting this, and they are ramping up their rewards program. They have introduced a 30-day window for the birthday reward redemption, they have extended their ways of regards redemption, and they also extended the life of earned...
Two years ago, when Microsoft first revealed that it was bringing four Xbox-exclusive games to the PS5 and Nintendo Switch, it made the announcement far more complicated than necessary. That's not likely to improve anytime soon. In fact, things now seem more confusing than ever as the company tries to appease both fans and the bottom line. When making the experimental move away from exclusives in ...
Two years ago, when Microsoft first revealed that it was bringing four Xbox-exclusive games to the PS5 and Nintendo Switch, it made the announcement far more complicated than necessary. That's not likely to improve anytime soon. In fact, things now seem more confusing than ever as the company tries to appease both fans and the bottom line. When making the experimental move away from exclusives in 2024, Microsoft initially refused to name the games - Hi-Fi Rush , Pentiment , Sea of Thieves , and Grounded - going cross platform, but was happy to shoot down rumors of Starfield and Indiana Jones coming to the PS5. Some Xbox fans thought the annou … Read the full story at The Verge.
Sandisk stock was back on the rise Monday after two Wall Street firms hiked their forecasts for the memory supplier. Mizuho Securities reiterated an Outperform rating on Sandisk stock and lifted its price target to $2,200 from $1,825 in a research note Sunday. BofA Securities followed suit Monday, maintaining a Buy rating and raising its price target to $2,100 from $1,550.
Sandisk stock was back on the rise Monday after two Wall Street firms hiked their forecasts for the memory supplier. Mizuho Securities reiterated an Outperform rating on Sandisk stock and lifted its price target to $2,200 from $1,825 in a research note Sunday. BofA Securities followed suit Monday, maintaining a Buy rating and raising its price target to $2,100 from $1,550.
Amazon said on Monday it has signed a multi-billion-dollar deal with specialty glass maker Corning aimed at boosting U.S. production of optical fiber and connectivity products that are used in data centers. Amazon, however, did not disclose any further financial details on the partnership. Shares of Corning rose about 7% in early trading, as the partnership came as a fresh boost to the compan...
Amazon said on Monday it has signed a multi-billion-dollar deal with specialty glass maker Corning aimed at boosting U.S. production of optical fiber and connectivity products that are used in data centers. Amazon, however, did not disclose any further financial details on the partnership. Shares of Corning rose about 7% in early trading, as the partnership came as a fresh boost to the company's fast-growing fiber optics unit, at a time when weak consumer electronics demand has weighed on the segment that makes Gorilla glass.