Campaigners had hoped to buy the property from Nottingham Trent University to maintain public access Bramley apples are a staple in supermarkets across the UK and it all started in a house in Nottinghamshire. But now the future of the original fruit-bearing tree is in question after the garden where it stands has been sold by Nottingham Trent University (NTU). The news has left campaigners aiming ...
Campaigners had hoped to buy the property from Nottingham Trent University to maintain public access Bramley apples are a staple in supermarkets across the UK and it all started in a house in Nottinghamshire. But now the future of the original fruit-bearing tree is in question after the garden where it stands has been sold by Nottingham Trent University (NTU). The news has left campaigners aiming to turn it into a heritage site “gobsmacked”. Continue reading...
DNY59/E+ via Getty Images I have been encouraging investors to consider value-oriented and yield-producing assets amid the richly valued market and increasingly shaky economy. The whole idea of gravitating towards "quality value + high yield" factor is to decrease the exposure to companies which have to deliver exceptional returns that would justify their multiples. If they don't meet these aggres...
DNY59/E+ via Getty Images I have been encouraging investors to consider value-oriented and yield-producing assets amid the richly valued market and increasingly shaky economy. The whole idea of gravitating towards "quality value + high yield" factor is to decrease the exposure to companies which have to deliver exceptional returns that would justify their multiples. If they don't meet these aggressive expectations, some form of repricing should inevitably happen. Instead, for the quality value factor to perform well, two things have to happen: 1) a business or a security has to produce relatively stable results and 2) investors have to switch on "flight to safety" mode in order to seek shelter from struggling growth names and/or growing fears in the market. The yield factor could be, theoretically, irrelevant for investors, who don't care about the income component, but are focused just about maximizing total returns (a completely rational case). However, as my investment objectives and return expectations are anchored around compounding portfolio income distributions without any NAV decay, the yield aspect is something that I naturally lean towards. I am sure that there are many investors out there with a similar mindset. Having said that, all this defense-biased and sustainable income-focused process can be easily turned upside down if the underlying portfolio gets diluted by yield-traps. In practice, it is quite difficult to separate the wheat from the chaff. For example, in mid 2025, Alexandria Real Estate Equities ( ARE ) was yielding close to 8% while having an upper investment grade balance sheet, a conservative FFO payout and a superb history. Yet, already in January 2026, ARE was distributing a 45% lower dividend and trading 20%+ below the mid 2025 price level. And then we have Trinity Capital Inc. ( TRIN ) - a private credit lender - which was yielding ~13% back in 2025, but now is trading ~15% above the price it had 12 months ago (and has a much stronger ...
There will be another recession in the near future, of that you can be certain. When it comes along is harder to determine. Given that consumers were already tightening their budgets before high oil prices arrived, there's a legitimate reason to fear this summer could be tough economically. The time to prepare is now. If you don't want to run to cash, the best way to stay invested amid recessionar...
There will be another recession in the near future, of that you can be certain. When it comes along is harder to determine. Given that consumers were already tightening their budgets before high oil prices arrived, there's a legitimate reason to fear this summer could be tough economically. The time to prepare is now. If you don't want to run to cash, the best way to stay invested amid recessionary fears is to focus on resilient sectors like consumer staples and healthcare. Some solid stock options right now are Coca-Cola (NYSE: KO) , Procter & Gamble (NYSE: PG) , Johnson & Johnson (NYSE: JNJ) , and Medtronic (NYSE: MDT) . Here's a quick look at each one. Image source: Getty Images. Continue reading
KanawatTH/iStock via Getty Images Rubrik ( RBRK ) is set to have a busy next few weeks. The company will report fiscal Q1 2027 earnings on June 4, followed by an Analyst Day on June 10. The company, since coming public early last year, has put up a string of top and bottom line beats, consistently beating investor expectations. With that being said, it's not been smooth sailing as the weight of th...
KanawatTH/iStock via Getty Images Rubrik ( RBRK ) is set to have a busy next few weeks. The company will report fiscal Q1 2027 earnings on June 4, followed by an Analyst Day on June 10. The company, since coming public early last year, has put up a string of top and bottom line beats, consistently beating investor expectations. With that being said, it's not been smooth sailing as the weight of the company's valuation has put pressure on shares, with the stock down 26% since going public. The stock in the last few weeks has really bounced off the lows, as the broader market has recovered, but I think that investors should stay away from Rubrik at this time. I think under even bullish assumptions for the Analyst Day that this stock is marginally overvalued. I begin with a coverage of a hold and my negativity is only tempered by the fact that the targets I believe they will set at the Analyst Day will be good enough to appease investor expectations. Business Profile Rubrik is a relatively new public company. The company went public last April at $32/share. Rubrik is a cybersecurity company that focuses on both data security and cyber resilience for corporate clients. The company offers the Rubrik security Cloud, commonly referred to as RSC, which secures enterprise, cloud, SaaS, unstructured and identity data for customers all the while helping them with threat detection, security posturing and recovery in the event of an attack. The Rubrik Security Cloud solves many challenges that customers face. These range from cyberattacks to multi-cloud environments to even being able to offer solutions to reduce cloud costs as many organizations suffer from something called "cloud bloat." By driving operational simplicity and peace of mind generated by their cyber resilience model, Rubrik cements itself as one of the formidable cybersecurity players. The company has two revenue streams, as a result. Subscription revenue accounts for nearly 97% of the business, while maintenance...
We just covered the Claude Stock Portfolio: Top 10 Stocks to Buy According to AI Chatbot. Vistra Corp (NYSE:VST) ranks #4 (see Claude Stock Portfolio: Top 5 Stocks to Buy According to AI Chatbot). Number of Hedge Funds: 102 Vistra Corp (NYSE:VST) is among the biggest holdings in Claude’s May 2026 portfolio. Its thesis is […]
We just covered the Claude Stock Portfolio: Top 10 Stocks to Buy According to AI Chatbot. Vistra Corp (NYSE:VST) ranks #4 (see Claude Stock Portfolio: Top 5 Stocks to Buy According to AI Chatbot). Number of Hedge Funds: 102 Vistra Corp (NYSE:VST) is among the biggest holdings in Claude’s May 2026 portfolio. Its thesis is […]
Micron Technology emerged as one of the most overbought stocks this week as the stock market rallied to new record highs. Stocks ended the week higher, boosted by gains in the technology sector and optimism over a ceasefire extension in the Middle East, and all three major market averages scored new intraday and closing records on Friday. Investors showed special love for several individual stocks...
Micron Technology emerged as one of the most overbought stocks this week as the stock market rallied to new record highs. Stocks ended the week higher, boosted by gains in the technology sector and optimism over a ceasefire extension in the Middle East, and all three major market averages scored new intraday and closing records on Friday. Investors showed special love for several individual stocks this week, pushing them far into overbought territory. CNBC Pro used its stock screener tool to identify such stocks, based on their 14-day relative strength index, or RSI. Stocks with a 14-day RSI above 70 are considered overbought, meaning that a pullback could be on the horizon. Conversely, a reading below 30 indicates that a stock is oversold and may soon be due for a potential rebound. The following table shows this week's most overbought names: Insatiable demand for Micron's memory chips in artificial intelligence applications drove its stock 29% higher this week. On Tuesday, Micron topped $1 trillion in market capitalization for the first time ever. Micron shares got a lift when UBS lifted its price target on the stock to $1,625, at a time when shares were selling for less than half that. The revised price forecast implies additional upside of 67% ahead, based on Micron's close Friday. "We believe the market will start to put a more 'normal' multiple on the stock and MU will continue to re-rate higher as more details emerge about the structural changes AI has driven to the entire memory complex," UBS analyst Timothy Arcuri wrote in a note to clients. Micron's RSI at the end of the week was 78. Investors also piled into fellow chipmaker Advanced Micro Devices , which ended the week 10% higher and with an RSI of 77. Dell Technologies , an enormous winner this week after shares surged 33% on Friday, finished with an RSI of 90. A maker of servers used in AI data centers, Dell wound up climbing 43% this week. On Thursday, Dell explosive first-quarter sales and earnings t...
The implications of artificial intelligence gripped global central bankers in Iceland this week, with one Federal Reserve official joking that it won’t put economists out of business. The program of the conference that ended on Friday in Reykjavik didn’t even mention the technology, but time and again, policymakers returned to musing about how it will affect labor markets, productivity and inflati...
The implications of artificial intelligence gripped global central bankers in Iceland this week, with one Federal Reserve official joking that it won’t put economists out of business. The program of the conference that ended on Friday in Reykjavik didn’t even mention the technology, but time and again, policymakers returned to musing about how it will affect labor markets, productivity and inflation, for better and for worse. “The demand for macro economists will still be vibrant,” said New York Fed President John Williams , sparking laughter from an audience that, during the two-day event, included chiefs from the Bank of England , the Reserve Bank of India and the Swiss National Bank . The debate showcased how, in tandem with the way it has fired up equity markets, AI has become the most engaging intellectual matter of the moment for central bankers even as they navigate a global energy shock, a shift in policy direction for many of them and a realignment of bond markets toward the highest yields in decades. Williams offered the most optimistic take on the promises offered by the technology, compared with remarks to the conference by Fed colleagues Alberto Musalem and Jeffrey Schmid . He spoke months after worries about a vicious spiral of job cuts briefly spooked equity markets. “History has taught us that you can have higher and higher productivity, higher and higher standards of living, without structural unemployment,” the New York Fed chief said. “I’m not a believer that we’re going to have long-term structural unemployment.” Given the US economy’s role at the heart of the AI revolution, the Fed finds itself at the center of the debate. Its new chairman, Kevin Warsh , last year suggested an AI-driven productivity surge could allow the central bank to keep rates lower than it otherwise would, just as former Chairman Alan Greenspan argued in the 1990s at the advent of the internet age. Other Fed officials don’t seem so sure. Musalem, president of the St. Louis ...
Healthcare should be free but lack of essential supplies has led to patients being told to buy their own medicines In late 2023, Boitumelo Mosege fell sick. Her neck swelled up, her whole body itched and she fainted frequently. She was diagnosed with hyperthyroidism and had to give up her work as a farmer on the outskirts of Molepolole, a town about 30 miles north-west of Botswana’s capital, Gabor...
Healthcare should be free but lack of essential supplies has led to patients being told to buy their own medicines In late 2023, Boitumelo Mosege fell sick. Her neck swelled up, her whole body itched and she fainted frequently. She was diagnosed with hyperthyroidism and had to give up her work as a farmer on the outskirts of Molepolole, a town about 30 miles north-west of Botswana’s capital, Gaborone. In Botswana, public healthcare is supposed to be universal and free. However, Mosege said she had only sporadically received medication since becoming ill. The 53-year-old relies on her four children’s occasional piecework (where a worker is paid a fixed rate per task or unit produced), and her mother’s 1,400 pula (£77) monthly pension, to afford 2,000 pula-worth of medication every month. In early May, she said it was three months since she had last bought medicine. Continue reading...
More competition and loss-making sites are among the challenges for the new turnaround chief executive With its comfy sofas and a menu of gourmet treats including Béarnaise smash burgers and trendy Whispering Angel rosé wine at £47 a bottle, Everyman has thrived as the go-to chain for a luxury cinema trip. Yet a quarter of a century after reinventing the movie-going experience, growing from a sing...
More competition and loss-making sites are among the challenges for the new turnaround chief executive With its comfy sofas and a menu of gourmet treats including Béarnaise smash burgers and trendy Whispering Angel rosé wine at £47 a bottle, Everyman has thrived as the go-to chain for a luxury cinema trip. Yet a quarter of a century after reinventing the movie-going experience, growing from a single venue in Hampstead in London to a national player with 49 sites, the arthouse chain finds itself struggling as rivals ape its successful formula . Continue reading...
Family criticises police handling Brella’s claims of abuse by Pankaj Lamba before she was killed in 2024 When Sonia Dabas described her younger sister, she spoke with tears in her eyes and a visceral sense of heartbreak. “We completed each other,” the 30-year-old said. “I always guided her. She always shared everything with me, her problems … Without her, no one can understand me. She is the only ...
Family criticises police handling Brella’s claims of abuse by Pankaj Lamba before she was killed in 2024 When Sonia Dabas described her younger sister, she spoke with tears in her eyes and a visceral sense of heartbreak. “We completed each other,” the 30-year-old said. “I always guided her. She always shared everything with me, her problems … Without her, no one can understand me. She is the only one.” It has been 18 months since Harshita Brella, a 24-year-old Indian national living in the UK, was found dead in the boot of a Vauxhall Corsa in east London on 14 November 2024. In the UK, call the national domestic abuse helpline on 0808 2000 247, or visit Women’s Aid . In the US, the domestic violence hotline is 1-800-799-SAFE (7233). In Australia, the national family violence counselling service is on 1800 737 732. Other international helplines may be found via www.befrienders.org . Continue reading...