Palantir Technologies (NASDAQ: PLTR) is one of the most expensive stocks in the S&P 500 by almost any standard measure. It trades at roughly 60 to 80 times forward expected revenue, depending on the day, and a number of credible Wall Street analysts think the stock could lose more than half its value from here. When an investment bank like Jefferies says a stock has 51% downside -- its 12-month pr...
Palantir Technologies (NASDAQ: PLTR) is one of the most expensive stocks in the S&P 500 by almost any standard measure. It trades at roughly 60 to 80 times forward expected revenue, depending on the day, and a number of credible Wall Street analysts think the stock could lose more than half its value from here. When an investment bank like Jefferies says a stock has 51% downside -- its 12-month price target is $70, and Palantir opened Thursday trading at $ 144.29 -- you shouldn't wave it off. But here's what I think those bear cases miss, and why Palantir may be the rare case where a dependency on government contracts is actually a feature rather than a vulnerability. Image source: Getty Images. Continue reading
The S&P 500 Index ($SPX ) (SPY ) today is up +0.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.43%. June E-mini S&P futures (ESM26 ) are up +0.26%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.43%. June E-mini S&P futures (ESM26 ) are up +0.26%, and June E-mini Nasdaq futures...
Advanced Micro Devices (NASDAQ:AMD) stock is up 6% today, rising from $258.12 to $274 and change as a pair of fresh catalysts reignite the AI chip debate. Can AMD finally close the gap on NVIDIA (NASDAQ:NVDA)? Today’s move suggests investors think the answer is getting closer to yes. The rally builds on a stock that ... AMD Gains 6% Ahead of May Earnings: Is the AI Chip Challenger Finally Ready to...
Advanced Micro Devices (NASDAQ:AMD) stock is up 6% today, rising from $258.12 to $274 and change as a pair of fresh catalysts reignite the AI chip debate. Can AMD finally close the gap on NVIDIA (NASDAQ:NVDA)? Today’s move suggests investors think the answer is getting closer to yes. The rally builds on a stock that ... AMD Gains 6% Ahead of May Earnings: Is the AI Chip Challenger Finally Ready to Rival NVIDIA?
Phiwath Jittamas/iStock via Getty Images The abrdn Total Dynamic Dividend Fund ( AOD ) is a closed-end fund designed to provide investors diversified equity exposure in dividend-paying companies, focusing on long-term growth. The fund actively targets a rolling distribution rate of 12%, an appealing objective for income-focused investors. With a dynamic sector- & regional-rotation strategy, AOD ex...
Phiwath Jittamas/iStock via Getty Images The abrdn Total Dynamic Dividend Fund ( AOD ) is a closed-end fund designed to provide investors diversified equity exposure in dividend-paying companies, focusing on long-term growth. The fund actively targets a rolling distribution rate of 12%, an appealing objective for income-focused investors. With a dynamic sector- & regional-rotation strategy, AOD exhibits flexibility to rotate into growth markets rather than being tied to a thematic approach, enabling the ability to drive value in most market conditions. Given the appeal of the strategy, its historical performance, relatively low management fees, and strong dividend distribution rate, I am recommending AOD with a Buy rating. Investment Assessment As of October 31, 2025, in its annual report, AOD was heavily allocated to the information technology sector, making up 25.7% of the total portfolio weight. Within the sector, semiconductor & semiconductor equipment carried the largest subsector exposure in the strategy, which largely consisted of Analog Devices, Inc. ( ADI ) and Broadcom, Inc. ( AVGO ). Thematically, ADI is positioned to realize a major market turnaround as investments in data centers and associated infrastructure are expected to increase drastically in 2026. A major component is the power requirements of data center infrastructure, requiring onsite base stations and distribution infrastructure to support the substantial electrical needs. This is expected to drive ADI’s power and microcontroller business for the coming years, particularly as data centers transition to 800 VDC beginning in 2027. Broadcom is also in an appealing position as hyperscalers transition more capital investments towards custom silicon solutions, delivering higher performance to the firm. Long-term, Broadcom is positioned to deliver multiple gigawatts of capacity over the coming years, resulting in sharper growth for its semiconductor solutions business. In addition to custom ASICs, B...
fotofrog/E+ via Getty Images PepsiCo ( PEP ) delivered a strong start to 2026, reporting Q1 revenue of $19.4 billion, up 8.5% year-over-year, with organic sales rising 2.6% to beat consensus and non-GAAP EPS of $1.61 topping estimates by $0.06. The results were headlined by a 2% improvement in convenient foods volume, signaling that the company's affordability initiatives and brand restaging effor...
fotofrog/E+ via Getty Images PepsiCo ( PEP ) delivered a strong start to 2026, reporting Q1 revenue of $19.4 billion, up 8.5% year-over-year, with organic sales rising 2.6% to beat consensus and non-GAAP EPS of $1.61 topping estimates by $0.06. The results were headlined by a 2% improvement in convenient foods volume, signaling that the company's affordability initiatives and brand restaging effort, pledged back in December 2025, are beginning to bear fruit. In light of this, below is a list of the top 10 soft drinks and non-alcoholic beverages stocks arranged according to their profitability grade. The stocks were screened based on Seeking Alpha’s profitability ratings, with additional data including market capitalization and Quant ratings. The list is topped by The Coca-Cola Company ( KO ) and PepsiCo, Inc. ( PEP ), both earning A+ profitability grades. National Beverage Corp. ( FIZZ ) and Monster Beverage Corporation ( MNST ) follow with A grades, while Coca-Cola Europacific Partners PLC ( CCEP ) rounds out the top five with an A- grade. The remainder of the top 10 includes a mix of international bottlers and specialty beverage companies. Coca-Cola HBC AG ( CCHGY ) and Fomento Económico Mexicano, S.A.B. de C.V. ( FMX ) both hold B+ grades, while The Vita Coco Company, Inc. ( COCO ), Arca Continental, S.A.B. de C.V. ( EMBVF ), and Keurig Dr Pepper Inc. ( KDP ) each carry B grades. The list spans a wide range of market capitalizations, from industry giants like The Coca-Cola Company ( KO ) at $324.15B to smaller players like The Vita Coco Company, Inc. ( COCO ) at $2.84B. The profitability grade is a component of Seeking Alpha’s quantitative rating system that evaluates a company’s ability to generate earnings and returns relative to its peers. This grade assesses key financial metrics including margin analysis (gross, operating, and net margins), return ratios (such as return on equity and return on assets), and overall efficiency indicators. Here is the list: The...
"It's Really Illiquid": Goldman COO Warns Retail About Private Credit And The "Perception Of Liquidity" Speaking at Semafor’s World Economy event in Washington, D.C., President and COO of Goldman Sachs John Waldron warned that some managers have oversold how easy it is to get money out—especially to retail investors, who’ve helped balloon the market into a $1.7 trillion behemoth just as the space ...
"It's Really Illiquid": Goldman COO Warns Retail About Private Credit And The "Perception Of Liquidity" Speaking at Semafor’s World Economy event in Washington, D.C., President and COO of Goldman Sachs John Waldron warned that some managers have oversold how easy it is to get money out—especially to retail investors, who’ve helped balloon the market into a $1.7 trillion behemoth just as the space faces growing scrutiny and tighter conditions, according to Semafor . “Not everybody has marketed their product as clearly as, certainly we would like to see with the clarity that this is really not a liquid product. It’s not semi-liquid. It’s really illiquid,” Waldron said. “ Those retail investors, I think, have the perception of more liquidity than is the reality.” That mismatch matters more now. Private credit has been under pressure lately—from higher rates to jittery investors suddenly remembering they might want their cash back. Semafor writes that Waldron isn’t predicting imminent trouble unless the broader economy cracks. “This is an economy that has been predicted to be in trouble for a long time and shows extraordinary resilience,” he said. “I still see that resilience.” He added, “This economy is much stronger than the narrative suggests.” He said recent earnings don’t show “any real evidence” of serious weakness, and for now, “confidence is still pretty good,” though prolonged geopolitical tensions—like the ongoing conflict involving Iran—could start to erode that. If oil spikes and key routes like the Strait of Hormuz are disrupted, “you’re going to start to see demand destruction,” he warned. The bigger watchpoint: liquidity. Retail investors now make up roughly a fifth of the U.S. private credit market, drawn in by lower minimums—but not necessarily easy exits. Many of these funds cap withdrawals at around 5% per period. “In situations where there’s a sense that there’s undercurrents of trouble in private credit, you could have more redemption pressure where...
Water, water everywhere, but…is too much going to artificial-intelligence data centers? With expected earnings growth and its recent valuation, shares could fetch about $470 in a year, up 19% from recent levels.
Water, water everywhere, but…is too much going to artificial-intelligence data centers? With expected earnings growth and its recent valuation, shares could fetch about $470 in a year, up 19% from recent levels.
The hatred the duchess inspires – like the mourning of her mother-in-law – reveals hidden aspects of British character and tells us something about public anxieties Whatever unhinged parasocial relationship the adoring public had with Diana, Princess of Wales, their relationship with the Duchess of Sussex is its shadowy reflection. For decades, Diana was the subject of public adoration that was lo...
The hatred the duchess inspires – like the mourning of her mother-in-law – reveals hidden aspects of British character and tells us something about public anxieties Whatever unhinged parasocial relationship the adoring public had with Diana, Princess of Wales, their relationship with the Duchess of Sussex is its shadowy reflection. For decades, Diana was the subject of public adoration that was locked in a permanent hysterical register. Clive James, for example, captured the hyperbole when he described himself as a “besotted walk-on mesmerized by the trajectory of a burning angel” and Diana as like “the sun coming up; coming up giggling”. Continue reading...
Woot is making it more affordable to own a frozen drink machine. Ninja’s Slushi that has an 88-ounce container for storing your ice-cold creations is down to $184.99 at Woot , which is a whopping 47 percent off its list price. The Slushi requires no ice, just the liquid of your choosing and a little time for it to transform into a thick, yet pourable slurry that will stay frozen in the machine for...
Woot is making it more affordable to own a frozen drink machine. Ninja’s Slushi that has an 88-ounce container for storing your ice-cold creations is down to $184.99 at Woot , which is a whopping 47 percent off its list price. The Slushi requires no ice, just the liquid of your choosing and a little time for it to transform into a thick, yet pourable slurry that will stay frozen in the machine for up to 12 hours. Ninja Slushi 88-ounch frozen drink machine Where to Buy: $349.99 $184.99 at Woot $349.99 $299.99 at Amazon The Slushi is great for parties, since you can craft plenty of alcohol-infused (or non-alcoholic) delights with it. The machine can just as easily be used just to make the day-to-day easier, whipping up frozen OJ for the morning, or a frappe so you don’t need to make a trip to the cafe. The only disclaimer with this deal is that the purchase includes a 90-day limited warranty through Woot, not a full one-year warranty from the manufacturer that you’d get by buying it at a different retailer for full price. Some other Verge -approved deals for you Google recently announced a price hike for YouTube Premium that’s happening in June for current subscribers, or now for new sign-ups. To soften the blow for its loyal customers, the company is offering a promotion if you pay for the $9.99 Google One Premium 2TB tier. You’ll get an offer on this landing page to get 50 percent off the monthly cost of YouTube Premium for a year . Normally $15.99 for an individual subscription, it’s $7.99 per month for 12 months. Razer’s new Pro Type Ergo wireless ergonomic keyboard that it launched on March 31st is already $40 off when you add it to your cart at Amazon . Normally $189.99, you can see the price fall at checkout to $149.99. This is Razer’s first split-style keyboard that aims to alleviate hand or wrist pain that gamers (and non-gamers, if you’re just drawn to its RGB LEDs) might be experiencing from keyboards that have a traditional layout. This model includes a no...
Uranium Royalty Corp. agreed to buy Sweetwater Royalties for about $1.1 billion in a deal that would create a new US-listed company to capitalize on growing demand for nuclear fuel. The tie-up will give New York-based investment firm Orion Resource Partners LP , Sweetwater’s top shareholder, a 43% stake in the combined company, while the Ontario Teachers’ Pension Plan will hold about 16%, accordin...
Uranium Royalty Corp. agreed to buy Sweetwater Royalties for about $1.1 billion in a deal that would create a new US-listed company to capitalize on growing demand for nuclear fuel. The tie-up will give New York-based investment firm Orion Resource Partners LP , Sweetwater’s top shareholder, a 43% stake in the combined company, while the Ontario Teachers’ Pension Plan will hold about 16%, according to a statement Thursday. The new entity is expected to list on Nasdaq as Uranium Royalty Corp. Uranium Royalty shares rose as much as 7.1% in New York before erasing gains to trade below $4. Royalty firms, which provide upfront investment to companies in exchange for a percentage of revenue, are common in the mining industry but less prevalent in the nuclear fuel sector. The Sweetwater deal comes as governments and investors pour money into critical minerals like uranium that are seen as essential to electrification, data centers and energy security. Uranium markets in particular have tightened in recent years, with supply lagging demand as countries extend the life of nuclear reactors and plan new ones to meet climate goals and reduce dependence on foreign oil. The Trump administration has offered funding to nuclear fuel makers as part of an effort to restart domestic production and wean the US off of enriched Russian uranium. Read More: Nuclear Fuel Makers Get $2.7 Billion From US as Power Use Soars Sweetwater owns roughly 4.5 million mineral acres across Wyoming, Utah and Colorado, including a major position in trona, a key input for soda ash used in glass, chemicals and batteries. Uranium Royalty has a US portfolio of uranium royalties and streams, or financing agreements that give investors the right to buy a percentage of future production at a discount. Including debt, the acquisition implies an enterprise value of $1.9 billion for Sweetwater. The deal is subject to shareholder and regulatory approvals and is expected to close in the third quarter.