Artificial intelligence has spent years learning to generate words, images and videos. Now, the industry’s attention is shifting towards “world models” – AI systems designed to simulate how the physical or digital world changes over time. While the term was originally associated with physics simulations and robotics, a growing number of Chinese companies are applying the concept more broadly. The ...
Artificial intelligence has spent years learning to generate words, images and videos. Now, the industry’s attention is shifting towards “world models” – AI systems designed to simulate how the physical or digital world changes over time. While the term was originally associated with physics simulations and robotics, a growing number of Chinese companies are applying the concept more broadly. The technology remains in its infancy, with little consensus on what a world model should ultimately...
Micron (NASDAQ: MU) is becoming a more important AI stock as investors look beyond GPUs and focus on memory bandwidth. If high-bandwidth memory becomes the real AI bottleneck, Micron could benefit from tighter supply, stronger pricing, and rising demand. But the old memory cycle still matters, and that tension makes the stock especially interesting. Stock prices used were the market prices of July...
Micron (NASDAQ: MU) is becoming a more important AI stock as investors look beyond GPUs and focus on memory bandwidth. If high-bandwidth memory becomes the real AI bottleneck, Micron could benefit from tighter supply, stronger pricing, and rising demand. But the old memory cycle still matters, and that tension makes the stock especially interesting. Stock prices used were the market prices of July 3, 2026. The video was published on July 8, 2026. Continue reading
TopPhotoImages/iStock via Getty Images Co-authored with Hidden Opportunities It's strawberry season! If you enjoy picking ripe strawberries from local fields, you will know that no two strawberries taste exactly alike. One may be exceptionally sweet; another could have a slight tartness. The next one may be bland. If you judged the entire field based on the taste of a single berry, your conclusion...
TopPhotoImages/iStock via Getty Images Co-authored with Hidden Opportunities It's strawberry season! If you enjoy picking ripe strawberries from local fields, you will know that no two strawberries taste exactly alike. One may be exceptionally sweet; another could have a slight tartness. The next one may be bland. If you judged the entire field based on the taste of a single berry, your conclusion may mostly be incorrect. This is why professionals make jams and pies by gathering berries from across the field, allowing the sweet, tart, and other subtle flavors to complement one another, creating a balanced and consistently enjoyable dish or condiment. A single berry could never achieve that balance. Investing often works the same way. Companies that maintain diversified operations, collecting revenues from multiple successful streams, are better positioned to weather challenging conditions than those with concentrated dependencies. Companies within a sector can each have strengths and weaknesses, different risk profiles, and varying sensitivities to economic conditions. At High Dividend Opportunities , we prefer assembling a collection of complementary investments that, together, create a stronger and more resilient portfolio. Today, we'll look at two securities that maintain diversified operations, bring different characteristics, and offer compelling qualities. Together, they offer the potential to strengthen your income portfolio. Let’s dive in! Pick #1: RLTY – Yield 8.2% Cohen & Steers Real Estate Opportunities and Income Fund ( RLTY ) is a smaller and newer CEF with $405 million in total assets and 232 REIT holdings. About 57% of the portfolio companies have an investment-grade balance sheet, and the fund has a 70/30 allocation to common equity and fixed income. RLTY’s top holdings are some of the most prominent REITs in the industry, ranging from senior housing, data centers, cell towers, and storage. Source Fact Sheet RLTY also operates with ~33% leverage, wit...
Richard Drury/DigitalVision via Getty Images Key Takeaways Markets: In the first quarter of 2026, new issuance of municipal (Muni) bonds exceeded the average seen in the past few years (Source: Barclays). The war in the Middle East which began at the end of February, continued throughout March, dominating market sentiment during the month. By quarter-end, the yield on the benchmark 10-year US Trea...
Richard Drury/DigitalVision via Getty Images Key Takeaways Markets: In the first quarter of 2026, new issuance of municipal (Muni) bonds exceeded the average seen in the past few years (Source: Barclays). The war in the Middle East which began at the end of February, continued throughout March, dominating market sentiment during the month. By quarter-end, the yield on the benchmark 10-year US Treasury (UST) note moved 15 basis points (bps) higher to 4.32%, and the yield on the 30-year UST bond increased by seven bps to 4.91%. The March US Federal Reserve (Fed) Federal Open Market Committee meeting left rates unchanged, and the statement and press conference emphasized uncertainty related to the Iran war. The Fed indicated that it would look through any initial oil supply shock effect on inflation to focus on core developments, while also noting a likely dragging effect on the economy; ultimately the Committee retained an easing bias. Contributors: Underweight duration exposure. Detractors: Overweight allocation to AAA rated bonds. Outlook: Municipal bond valuations continue to appear attractive, particularly on a tax-adjusted basis. In a more challenging environment, strong bottom-up research and disciplined security selection will be essential to identifying relative value and preserving portfolio quality. Performance Review Over the quarter, Franklin Long Maturity Municipal SMA Composite (net of fees) fared worse than its benchmark, the Bloomberg Municipal Bond Index. The strategy's duration, which is shorter than that of the benchmark, aided relative returns for the period due to an overweight allocation to muni bonds with two or less years to maturity, as well as an overweight to bonds with three to five years to maturity. Yields on the shorter end of the yield curve performed better over the period. An overweight to AAA rated muni bonds, along with an underweight to AA rated munis, detracted from performance during the period as lower-rated issues fared better ...
Rivian Automotive (NASDAQ:RIVN) primarily generates revenue by designing, engineering, and manufacturing electric pickup trucks and sport utility vehicles for consumers, along with commercial delivery vans. It initiated customer deliveries of a mid-size vehicle and established a battery storage collaboration, while it reported a net income margin of -30% for the quarter ended March 31, 2026. Tesla...
Rivian Automotive (NASDAQ:RIVN) primarily generates revenue by designing, engineering, and manufacturing electric pickup trucks and sport utility vehicles for consumers, along with commercial delivery vans. It initiated customer deliveries of a mid-size vehicle and established a battery storage collaboration, while it reported a net income margin of -30% for the quarter ended March 31, 2026. Tesla (NASDAQ:TSLA) primarily earns revenue by creating and distributing electric vehicles, alongside selling automotive regulatory credits, non-warranty support, and comprehensive energy generation and storage solutions. Continue reading
Taiwanese chip-testing company King Yuan Electronics (KYEC) plans to invest up to $1.4 billion to establish a facility in the United States, the supplier to chipmaker Nvidia said on Friday. King Yuan Electronics said the investment is intended to support operational growth and strengthen its position in the global supply chain. Taiwanese semiconductor and electronics companies have been ...
Taiwanese chip-testing company King Yuan Electronics (KYEC) plans to invest up to $1.4 billion to establish a facility in the United States, the supplier to chipmaker Nvidia said on Friday. King Yuan Electronics said the investment is intended to support operational growth and strengthen its position in the global supply chain. Taiwanese semiconductor and electronics companies have been expanding manufacturing in the United States since TSMC's multibillion-dollar investment in Arizona.
PM Images/DigitalVision via Getty Images Perhaps more than any other singular number, the FICO score is determinative of a significant amount of one's financial lifestyle. It can be difficult to live life with a sub-optimal FICO score, and yet, there are millions of American consumers who live that life. Sadly, not nearly enough companies have stepped up to the plate to serve this customer base, i...
PM Images/DigitalVision via Getty Images Perhaps more than any other singular number, the FICO score is determinative of a significant amount of one's financial lifestyle. It can be difficult to live life with a sub-optimal FICO score, and yet, there are millions of American consumers who live that life. Sadly, not nearly enough companies have stepped up to the plate to serve this customer base, in my opinion. However, the story is a little different at Atlanticus Holdings Corporation ( ATLC ), and I believe the company's commitment to serving the sub-720 FICO score community has and will continue to serve them well. Atlanticus Looks Beyond FICO Scores to Give Itself an Underwriting Advantage The edge that Atlanticus has over the competition largely boils down to the fact that it has invested heavily in technology and analytics that help give it a leg up. Just take a look at this slide from the company's Q1 2026 investor presentation to get a better idea about how deeply involved it is in finding the right customers to lend to. Atlanticus Q1 2026 Investor Presentation What this shows me is that the company understands that it can still offer profitable loans to those who might not have a stellar credit score. The trick is to find the individuals who have a less-than-stellar credit score but who still have the ability to repay their loans. This group is actually far larger than what some people may realize. Again, the company presented a slide that detailed some figures about the percentage of Americans who have at least some level of financial insecurity in their lives. Atlanticus Q1 2026 Investor Presentation It is in this highly underserved market that Atlanticus has found its profitable niche. The Company's Machine-Learning Tools Continue to Get More Powerful with New Inputs One of the biggest advantages that I found that Atlanticus has over its competitors is the machine learning and statistical models that it uses to find profitable customers. The company alrea...
Warren Buffett, the icon behind Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) , is one of the best investors in human history . And he's worried about a lot of things. Last year, he told investors that he was increasingly worried about the U.S. budget deficit and debt load. "I think the problem of how you control revenue and expenses in government is the one that is never fully solved and has reall...
Warren Buffett, the icon behind Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) , is one of the best investors in human history . And he's worried about a lot of things. Last year, he told investors that he was increasingly worried about the U.S. budget deficit and debt load. "I think the problem of how you control revenue and expenses in government is the one that is never fully solved and has really hurt dramatically ... many civilizations. And I don't think we're immune from it and we've come close to it," Buffett revealed. Perhaps surprisingly, none of this keeps Buffett up at night. In 2015, he was asked directly: "Does anything keep you up at night?" Here's what he said: Continue reading
At Holdings Channel, we have reviewed the latest batch of the 50 most recent 13F filings for the 06/30/2026 reporting period, and noticed that Invesco QQQ Trust (Symbol: QQQ) was held by 34 of these funds. When hedge fund managers appear to be thinking alike, we find it is a goo
At Holdings Channel, we have reviewed the latest batch of the 50 most recent 13F filings for the 06/30/2026 reporting period, and noticed that Invesco QQQ Trust (Symbol: QQQ) was held by 34 of these funds. When hedge fund managers appear to be thinking alike, we find it is a goo
The European Commission's preliminary findings target infinite scroll, autoplay, and personalized recommendations, and could trigger a fine of up to 6% of Meta's global revenue
The European Commission's preliminary findings target infinite scroll, autoplay, and personalized recommendations, and could trigger a fine of up to 6% of Meta's global revenue
In recent trading, shares of Ericsson (Symbol: ERIC) have crossed above the average analyst 12-month target price of $11.18, changing hands for $11.58/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation,
In recent trading, shares of Ericsson (Symbol: ERIC) have crossed above the average analyst 12-month target price of $11.18, changing hands for $11.58/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuation,
格隆汇7月10日｜据美国方面消息，尽管伊朗多次要求船舶改走靠近伊朗海岸的北部航道，美国海军仍继续建议商业船只使用霍尔木兹海峡南部航道。设于巴林的联合海事情报中心（Joint Maritime Information Center，JMIC）当天发布通告称，霍尔木兹海峡及周边水域的安全威胁等级仍处于严重水平，但强调海峡南部航道已经扩展，并继续向所有船只开放。通告建议船只通过霍尔木兹海峡时与联合海军部...
格隆汇7月10日｜据美国方面消息，尽管伊朗多次要求船舶改走靠近伊朗海岸的北部航道，美国海军仍继续建议商业船只使用霍尔木兹海峡南部航道。设于巴林的联合海事情报中心（Joint Maritime Information Center，JMIC）当天发布通告称，霍尔木兹海峡及周边水域的安全威胁等级仍处于严重水平，但强调海峡南部航道已经扩展，并继续向所有船只开放。通告建议船只通过霍尔木兹海峡时与联合海军部队进行协调，但同时指出，这并非强制要求，船舶也可以在不协调的情况下通过南部航道。
This week's dividend activity included increased payouts from PNC Financial ( PNC ) and CF Industries ( CF ) as well as declarations from Costco ( COST ) and Phillips 66 ( PSX ). Additionally, looking towards next week, industry players such as Abbott Labs ( ABT ) and AbbVie ( ABBV ) will see the ex-dividend dates for their upcoming dividend payments. See a breakdown below of some of the highlight...
This week's dividend activity included increased payouts from PNC Financial ( PNC ) and CF Industries ( CF ) as well as declarations from Costco ( COST ) and Phillips 66 ( PSX ). Additionally, looking towards next week, industry players such as Abbott Labs ( ABT ) and AbbVie ( ABBV ) will see the ex-dividend dates for their upcoming dividend payments. See a breakdown below of some of the highlights of this week, along with some upcoming activity on the dividend front. Dividend Increases Here are some companies that have announced a dividend increase in the past week: PNC Financial ( PNC ) Dividend declared: July 6 New dividend amount: $2.00 Previous amount: $1.70 Increase: 17.6% Marsh & McLennan ( MRSH ) Dividend declared: July 8 New dividend amount: $0.99 Previous amount: $0.90 Increase: 10% CF Industries ( CF ) Dividend declared: July 8 New dividend amount: $0.60 Previous amount: $0.50 Increase: 20% Dividend Declarations Here are some companies that have announced a dividend in the past week: MetLife ( MET ) Dividend declared: July 7 Dividend amount: $0.5925 Costco ( COST ) Dividend declared: July 8 Dividend amount: $1.47 Carnival ( CCL ) Dividend declared: July 9 Dividend amount: $0.15 Phillips 66 ( PSX ) Dividend declared: July 9 Dividend amount: $0.27 Upcoming Dividend Calendar Here are some companies that have an ex-dividend date coming next week: Pershing Square ( PS ) Ex-dividend date: July 13 Payout date: July 21 Abbott Labs ( ABT ) Ex-dividend date: July 15 Payout date: Aug. 17 AbbVie ( ABBV ) Ex-dividend date: July 15 Payout date: Aug. 14 Williams-Sonoma ( WSM ) Ex-dividend date: July 17 Payout date: Aug. 21 Additional Dividend Information For investors looking to gain further access to the dividend space, listed below are some popular dividend-focused ETFs that can be further analyzed: Dividend ETFs: ( VIG ), ( SCHD ), ( VYM ), ( DGRO ), ( SDY ), ( DVY ), ( IDV ), ( DGRW ), ( NOBL ), ( HDV ), ( RDVY ), ( VIGI ), and ( SDVY ). More on markets 25 stocks up...
Retained executive search firm Caldwell ( CWLPF ) said on Friday that it has appointed John Blank as chief operating officer. He will oversee the firm's global operations while continuing to serve clients as a managing partner in Caldwell's Life Sciences & Healthcare Practice. The firm also announced the establishment of a new regional managing partner structure designed to support the firm's cont...
Retained executive search firm Caldwell ( CWLPF ) said on Friday that it has appointed John Blank as chief operating officer. He will oversee the firm's global operations while continuing to serve clients as a managing partner in Caldwell's Life Sciences & Healthcare Practice. The firm also announced the establishment of a new regional managing partner structure designed to support the firm's continued growth, strengthen operational effectiveness, and enhance coordination across its global platform. As part of this leadership structure, Peter Reed has been named regional managing partner, United States; Drew Railton has been named regional managing partner, Canada; Alex Alcott has been named regional managing partner, Europe; and Rob Wilder has been named regional managing partner, Middle East & North Africa. Source: Press Release More on The Caldwell Partners International Inc. Dividend scorecard for The Caldwell Partners International Inc. Financial information for The Caldwell Partners International Inc.