(RTTNews) - Pfizer Inc. (PFE) announced detailed progression-free and overall survival results from Cohort 3 of the Phase 3 BREAKWATER trial. This randomized cohort evaluated BRAFTOVI (encorafenib) in combination with cetuximab (ERBITUX) and FOLFIRI (fluorouracil, leucovorin, and
(RTTNews) - Pfizer Inc. (PFE) announced detailed progression-free and overall survival results from Cohort 3 of the Phase 3 BREAKWATER trial. This randomized cohort evaluated BRAFTOVI (encorafenib) in combination with cetuximab (ERBITUX) and FOLFIRI (fluorouracil, leucovorin, and
MONGBWALU, DEMOCRATIC REPUBLIC OF CONGO - MAY 21: An aerial view of artisanal mining sites, the General Referral Hospital of Mongbwalu and parts of the on May 21, 2026 in Mongbwalu, Democratic Republic of Congo. The World Health Organization (WHO) has declared the Ebola outbreak in the Democratic Republic of Congo (DRC) and Uganda a "public health emergency of international concern," as the death ...
MONGBWALU, DEMOCRATIC REPUBLIC OF CONGO - MAY 21: An aerial view of artisanal mining sites, the General Referral Hospital of Mongbwalu and parts of the on May 21, 2026 in Mongbwalu, Democratic Republic of Congo. The World Health Organization (WHO) has declared the Ebola outbreak in the Democratic Republic of Congo (DRC) and Uganda a "public health emergency of international concern," as the death toll and number of confirmed cases continue to rise. The current epidemic is caused by the Bundibugyo virus, one of several Orthoebolaviruses that can cause Ebola disease, and for which there are no approved vaccines. The highest number of cases have been reported in Congo's eastern Ituri province, bordering Uganda. Global health officials have expressed grave concern over the capacity to contain the outbreak in a region already facing a humanitarian crisis, with highly mobile populations displaced by conflict and economic factors. (Photo by Michel Lunanga/Getty Images) Photographer: Michel Lunanga/Getty Images Europe
MicroStockHub/iStock via Getty Images IUSV Strategy The iShares Core S&P U.S. Value ETF ( IUSV ) was launched on 7/24/2000 and tracks the S&P 900 Value Index. IUSV has a portfolio of 742 stocks, a 30-day SEC yield of 1.79%, and an expense ratio of 0.04%. Distributions are paid quarterly. As described by S&P Global , S&P 900 stocks are classified in "Value" and "Growth" styles using a ranking syste...
MicroStockHub/iStock via Getty Images IUSV Strategy The iShares Core S&P U.S. Value ETF ( IUSV ) was launched on 7/24/2000 and tracks the S&P 900 Value Index. IUSV has a portfolio of 742 stocks, a 30-day SEC yield of 1.79%, and an expense ratio of 0.04%. Distributions are paid quarterly. As described by S&P Global , S&P 900 stocks are classified in "Value" and "Growth" styles using a ranking system based on three valuation ratios and three growth metrics. The valuation ratios are book value to price, earnings to price, and sales to price. By construction, 33% of S&P 900 constituents exclusively belong to each style, and 34% belong to both styles. The "Value" style subset defines the S&P 900 Value Index. It is capital-weighted, with an adjustment for constituents belonging to both styles. These stocks get a higher weight in the value index than in the growth index when their value rating is higher than their growth rating, and the other way around. The index is reconstituted annually and rebalanced quarterly. The portfolio turnover rate was 31% in the most recent fiscal year. I will use the iShares Russell 1000 ETF ( IWB ) as a benchmark. Portfolio IUSV invests almost exclusively in U.S. companies (99% of asset value), with a tilt to large and mega-caps (about 62%). Although the fund greatly downplays information technology and communication services compared to the benchmark, technology still is the heaviest sector (20.1%), followed by financials (15.3%). IUSV sector breakdown (Chart: author; data: iShares) Concentration in the top 10 holdings is moderate (23.3% of asset value, as listed below), but the portfolio has notable company-specific risk (7.4% in Apple). Ticker Name Sector Weight% AAPL APPLE INC. Information Technology 7.44 AMZN AMAZON.COM INC. Consumer Discretionary 4.08 XOM EXXON MOBIL CORP. Energy 1.99 INTC INTEL CORPORATION Information Technology 1.84 WMT WALMART INC. Consumer Staples 1.69 TSLA TESLA INC. Consumer Discretionary 1.53 COST COSTCO WHOLESAL...
In this article RVMD Follow your favorite stocks CREATE FREE ACCOUNT Pancreatic cancer, illustration Nemes Laszl | Science Photo Library | Getty Images A novel pill helped people with advanced pancreatic cancer live longer, researchers reported Sunday, raising hopes of long-needed better treatments for one of the deadliest types of cancer. "While not curing the cancer, it is a very large step forw...
In this article RVMD Follow your favorite stocks CREATE FREE ACCOUNT Pancreatic cancer, illustration Nemes Laszl | Science Photo Library | Getty Images A novel pill helped people with advanced pancreatic cancer live longer, researchers reported Sunday, raising hopes of long-needed better treatments for one of the deadliest types of cancer. "While not curing the cancer, it is a very large step forward," said Dr. Zev Wainberg, of the University of California, Los Angeles, who helped lead the study. The drug is called daraxonrasib, and it blocks a mutated protein that fuels tumor growth in more than 90% of pancreatic cancer cases — a target that had eluded treatment for decades. The daily pills nearly doubled survival time, with fewer severe side effects, in a study that randomly assigned the experimental drug or more chemotherapy to 500 patients whose metastatic, or spreading, cancer had quit responding to prior treatment. The findings were published in the New England Journal of Medicine and presented Sunday at the American Society for Clinical Oncology meeting in Chicago. Those taking daraxonrasib lived for a median of 13.2 months compared with 6.7 months for chemotherapy recipients. While that may seem like a small improvement, Wainberg said it marked the first drug to show a substantial advantage over chemotherapy. "Having treated pancreatic cancer for 16 years, I actually started crying" when first seeing the study results, Dr. Rachna Shroff of the University of Arizona Cancer Center, who wasn't involved with the research, said from the ASCO meeting. She was struck by how "patients stayed on this treatment because it was providing durable and meaningful benefit to them." The pills' effects eventually wane, but recipients used them for significantly longer than the comparison group stayed on chemotherapy, reporting less pain and a better quality of life as their tumors shrank. Many still were using the drug after the data was analyzed, which Wainberg said means th...
On the fringes of Israel's far right, some activists and political leaders dream of a Greater Israel, extending the country's borders into neighboring countries.
On the fringes of Israel's far right, some activists and political leaders dream of a Greater Israel, extending the country's borders into neighboring countries.
Sun Tzu wrote that “fighting and winning all your battles is not the height of skill; subduing the enemy without fighting is the height of skill”. That maxim offers perhaps the clearest lens to interpret the logic of American grand strategy under US President Donald Trump. What many dismiss as inconsistency may conceal a patient strategic deception. The aim is not direct confrontation, but the qui...
Sun Tzu wrote that “fighting and winning all your battles is not the height of skill; subduing the enemy without fighting is the height of skill”. That maxim offers perhaps the clearest lens to interpret the logic of American grand strategy under US President Donald Trump. What many dismiss as inconsistency may conceal a patient strategic deception. The aim is not direct confrontation, but the quiet reshaping of the global economy in support of long-term US power. The US wants to improve its...
There’s so much cash going to emerging markets that a pair of hedge funds that specialize in hard-to-reach debt are starting to turn away investors. Shiprock Capital Management Ltd. , which invests in distressed debt of Venezuela, Argentina and Ukraine, is saying no to new cash after assets under management topped $1 billion. Managers at Broad Reach Investment Management , a $3 billion firm, say t...
There’s so much cash going to emerging markets that a pair of hedge funds that specialize in hard-to-reach debt are starting to turn away investors. Shiprock Capital Management Ltd. , which invests in distressed debt of Venezuela, Argentina and Ukraine, is saying no to new cash after assets under management topped $1 billion. Managers at Broad Reach Investment Management , a $3 billion firm, say they will look to close their main fund once they reach their AUM ceiling later this year. Both firms are reaping the rewards of rapid growth, but all that extra money means it’s getting harder to deploy funds in small markets without moving prices and big positions can be difficult to unwind. With more cash chasing a small pool of assets, it’s tougher for funds to beat their benchmarks, money managers say. “You still want to be nimble — you still want to be able to buy and trade and remain liquid,” said Frederick Schroder , chief executive officer at Shiprock Capital. “Infinite capital is not your friend in the space.” Against a backdrop of soaring bond yields from the US, UK and Japan, EM debt funds are drawing investors looking for an alternative. Developing-nation debt posted its seventh week of inflows at $3.1 billion in the period to May 27, according to Bank of America, which cited EPFR Global data . It’s a similar story over at Sandglass Capital Management Ltd. , another EM distressed debt specialist. The firm’s managers say they’re being more selective after assets under management jumped to $1 billion, from about $600 million a year ago. ‘Niche Markets’ Evgueni Konovalenko , managing partner and head of strategy & business development at ProMeritum Investment Management, whose AUM surpassed $1 billion at the start of February, cites the example of an investment in Uganda which eventually accounted for 3% of his portfolio. “Because we manage a $1.1 billion fund, we cannot scale that position further,” he said. “Small, niche markets like Uganda simply lack the depth ...
Jonathan Kitchen/DigitalVision via Getty Images Article Thesis Semiconductor stocks have done very well so far this year, and recent 13-F filings show that many large investors have added to their positions in a broad range of semiconductor stocks. But does that mean that buying into these chip players at current prices and valuations is a great idea? In this article, I will lay out why I believe ...
Jonathan Kitchen/DigitalVision via Getty Images Article Thesis Semiconductor stocks have done very well so far this year, and recent 13-F filings show that many large investors have added to their positions in a broad range of semiconductor stocks. But does that mean that buying into these chip players at current prices and valuations is a great idea? In this article, I will lay out why I believe that some semiconductors are overbought and too expensive – and why I believe that some software plays are quite attractive today, even though they get less attention. Past Coverage I have written about many chip and software stocks here on Seeking Alpha in the past, such as this recent NVIDIA ( NVDA ) article and this Buy-rating Taiwan Semiconductor Manufacturing Company ( TSM ) article from April – TSM has delivered gains of 12% since then. Other articles on chip and software stocks include Adobe ( ADBE ), Advanced Micro Devices ( AMD ), and so on, which you can find via my profile page if interested. Not All Tech Stocks Are Created Equal The broad equity markets have done quite well over the last couple of years, with major indices hitting new all-time highs this year. This is especially true for the tech-heavy NASDAQ index ( NDX )( QQQ ), as we can see in the following chart: Data by YCharts The NASDAQ has delivered more than 40% over the last year, with a lot of that coming over the last two months or so. That's also when most of the outperformance versus the S&P 500 ( SPY ) and the Dow Jones ( DIA ) was created. But while the NASDAQ has delivered a very strong performance of more than 40% over the last year, there are large divergences when it comes to the different parts that make up the tech index. Some sub-sectors did a lot better than others, with semiconductors/chips and software being especially noteworthy: Data by YCharts The VanEck Semiconductor ETF ( SMH ) has returned close to 70% this year alone and is up way over 100% over the last 12 months, while the iSh...
Juanmonino/iStock Unreleased via Getty Images Hormel Foods Corporation ( HRL ) reported the company's fiscal Q2 results from the February-April period on the 28th of May. I believe that Hormel's report makes the company's dividend program , including a 5.6% yield and 59 years of growth, much more reliable. The protein-focused food company showed improved earnings stability in a period of high inpu...
Juanmonino/iStock Unreleased via Getty Images Hormel Foods Corporation ( HRL ) reported the company's fiscal Q2 results from the February-April period on the 28th of May. I believe that Hormel's report makes the company's dividend program , including a 5.6% yield and 59 years of growth, much more reliable. The protein-focused food company showed improved earnings stability in a period of high input cost inflation, shifting the performance closer to Hormel's FY2026 guidance. The market also clearly enjoyed the results - Hormel stock shot up 13% following the results. I maintained a Hold rating in my previous February article on the stock, titled " Hormel Foods: A Mixed Start To FY2026 ". The stock has since lost -4% of its value; meanwhile, the S&P 500 has gained 9%. My Rating History on HRL (Seeking Alpha) Hormel's Q2 Improves Dividend Program Safety On the surface, Hormel's Q2 results came in close to Wall Street's expectations . The company reported near-consistent 3% organic sales growth and an 80 basis point gain in the adjusted operating margin to a 9.9% level. Revenues came in at $2.97 billion and adjusted operating income at $294 million. The FY2026 net sales and adjusted operating income guidance were both reaffirmed. HRL Q2'FY26 Investor Presentation Underneath, I believe that Hormel's results signal improving trends, though. There was good reason for a positive post-earnings stock reaction. I have mentioned Hormel's retail segment weakness in my two previous articles, but the retail performance finally started to improve in Q2. Organic sales volume did still decline by -2%, but it compares to a much sharper decline in the first quarter. An exit from private label snack nuts weighed on the retail performance, whereas Hormel's own brands performed relatively well - Hormel notes a strong performance with Jennie-O, and organic sales growth with Applegate, Herdez, and some Hormel-branded products. Boosted by recent acceleration in food inflation , retail segmen...
(RTTNews) - Eli Lilly and Co. (LLY) announced results from the Phase 3 LIBRETTO-432 clinical trial of Retevmo (selpercatinib) as adjuvant therapy versus placebo in patients with early-stage (IB-IIIA) RET fusion-positive non-small cell lung cancer (NSCLC). The study met its primar
(RTTNews) - Eli Lilly and Co. (LLY) announced results from the Phase 3 LIBRETTO-432 clinical trial of Retevmo (selpercatinib) as adjuvant therapy versus placebo in patients with early-stage (IB-IIIA) RET fusion-positive non-small cell lung cancer (NSCLC). The study met its primar
The S&P 500 dividend yield has fallen to 1.08%, a level the index has not seen since the 1800s. For retirees who built their income plan around stock dividends, that number is the financial equivalent of finding out the well in the backyard has gone dry while the water bill keeps climbing. I’ve been writing ... S&P 500 Dividend Yield Hits 1.08%. The Lowest Payout Rate Since the 1800s Is a Retireme...
The S&P 500 dividend yield has fallen to 1.08%, a level the index has not seen since the 1800s. For retirees who built their income plan around stock dividends, that number is the financial equivalent of finding out the well in the backyard has gone dry while the water bill keeps climbing. I’ve been writing ... S&P 500 Dividend Yield Hits 1.08%. The Lowest Payout Rate Since the 1800s Is a Retirement Red Flag.
As the Shangri-La Dialogue drew to a close on Sunday, two issues dominated discussions throughout the event: defence spending and the varying level of commitment of countries to maintain peace in the region after calls by Washington for its allies and others to pull their weight. Analysts said the 3.5 per cent of gross domestic product for defence spending proposed by US Defence Secretary Pete Heg...
As the Shangri-La Dialogue drew to a close on Sunday, two issues dominated discussions throughout the event: defence spending and the varying level of commitment of countries to maintain peace in the region after calls by Washington for its allies and others to pull their weight. Analysts said the 3.5 per cent of gross domestic product for defence spending proposed by US Defence Secretary Pete Hegseth was not something that most Asean countries – aside from Singapore – could commit to. Hegseth...