Ahead of U.S.-Iranian talks in Pakistan over the weekend, Iran’s de facto control of the Strait of Hormuz remains a thorny issue, with traffic through the waterway still severely limited.
Ahead of U.S.-Iranian talks in Pakistan over the weekend, Iran’s de facto control of the Strait of Hormuz remains a thorny issue, with traffic through the waterway still severely limited.
Olemedia/E+ via Getty Images Let me give you a quick image: a rock star arriving late on stage, everyone waiting for her, everyone knows her, everyone continues to listen and watch, but they can no longer ignite the same enthusiasm as before. That's how I see the Magnificent Seven, who seem to have gone from being untouchable, as I often say, to mere mortals. Software was marketed with the impress...
Olemedia/E+ via Getty Images Let me give you a quick image: a rock star arriving late on stage, everyone waiting for her, everyone knows her, everyone continues to listen and watch, but they can no longer ignite the same enthusiasm as before. That's how I see the Magnificent Seven, who seem to have gone from being untouchable, as I often say, to mere mortals. Software was marketed with the impression that AI would destroy their business model overnight. Each additional $1 billion dollar added into CapEx was viewed by investors as more of a risk than an investment. Obviously, the war provided the perfect catalyst for correction and increased uncertainty in the markets. As a result, it made everything more violent. However, according to me, the primary issue was never the War. The issue was always Valuation. As stated previously in other articles on Seeking Alpha , the market refused to fall, despite stretched multiples and a less-than-reassuring news flow. Possibly it was retail support, possibly it was typical Inertia associated with major trends, or possibly there were other forces at work. What is evident is that the markets needed to take a breath. Finally, the market took a breath. The real question is not whether sentiment has decreased further. Clearly that has happened. The real question is whether this fall has already created a good buying opportunity or if it is too soon to put money back into the industry. For myself, I had already unloaded some of my tech exposure some time ago, and those who follow my analyses know this. Therefore, today the issue is not chasing/rushing to get back into this area, but rather identifying whether we are currently experiencing a normal phase of valuation decompression or if it signifies a more critical event. Since these periods of time (when markets move from euphoria to rejection) typically provide the most favorable opportunities, those who can differentiate between fear and a deterioration in fundamental values will be...
Hammad Khan/iStock via Getty Images Right now, thanks to significant volatility in the markets and the broader macro environment, there are several high-quality companies that offer high yields. However, not all of them are buys, and in this article, I will discuss two of some of the more popular high-yielding income machines in the 9-11% yield range. I will share why I think one of them is a buy ...
Hammad Khan/iStock via Getty Images Right now, thanks to significant volatility in the markets and the broader macro environment, there are several high-quality companies that offer high yields. However, not all of them are buys, and in this article, I will discuss two of some of the more popular high-yielding income machines in the 9-11% yield range. I will share why I think one of them is a buy and one of them is not right now. A Dominant MLP With Unmatched Basin Positioning The first opportunity to discuss is Western Midstream Partners ( WES ). It is an MLP ( AMLP ) that issues a K-1 tax form and primarily operates across the Delaware Basin and the DJ Basin. It provides natural gas gathering and processing, crude oil and NGLs gathering and treating, and produced water infrastructure services. It generates very stable cash flows thanks to having 97% fee-based natural gas contracts and 100% fee-based liquids contracts. Additionally, it has a dominant Delaware Basin position with a top two positioning in water disposal, a top five positioning in natural gas processing, and 85% of active rigs in the basin within five miles of WES's infrastructure. Additionally, it is a fully integrated three-stream provider across gas, oil, and water businesses, which very few other midstream ( AMLP ) peers enjoy, giving it numerous growth avenues as well as strong diversification. One consideration to keep in mind, though, is that it is 39.5% owned by Occidental ( OXY ), which is a positive and a negative. The positive is that it does align interests with a long-term partner that has investment-grade credit and is partially backed by Berkshire Hathaway ( BRK.B ). At the same time, though, it means that if OXY decides to exit its position on WES, it could lead to significant downward pressure on the unit price in the short term. Record 2025 Results and a Rock-Solid Balance Sheet Meanwhile, its balance sheet is very strong, with an investment-grade credit rating from S&P, Fitch, and M...
Relacorilant, typically used to treat Cushing’s syndrome, could improve outcomes in platinum-resistant cases A drug originally used to treat a rare disease could extend the lives of patients with an aggressive form of ovarian cancer, according to a clinical trial. Platinum-resistant ovarian cancer occurs when the disease progresses within six months of starting platinum-based chemotherapy. This fo...
Relacorilant, typically used to treat Cushing’s syndrome, could improve outcomes in platinum-resistant cases A drug originally used to treat a rare disease could extend the lives of patients with an aggressive form of ovarian cancer, according to a clinical trial. Platinum-resistant ovarian cancer occurs when the disease progresses within six months of starting platinum-based chemotherapy. This form of chemotherapy is different from other types because it uses compounds that contain platinum to destroy cancer cells by preventing them from dividing. Continue reading...
The Italian government has taken steps to limit the number of directors that China’s Sinochem Group can appoint to the board of Pirelli & C SpA as it seeks to protect the tiremaker’s access to the US market, according to people familiar with the matter. The measures, approved this week, are an application of the so-called Golden Power rules that enable Italy to protect assets it deems to be strate...
The Italian government has taken steps to limit the number of directors that China’s Sinochem Group can appoint to the board of Pirelli & C SpA as it seeks to protect the tiremaker’s access to the US market, according to people familiar with the matter. The measures, approved this week, are an application of the so-called Golden Power rules that enable Italy to protect assets it deems to be strategic. It also caps a yearslong saga for Prime Minister Giorgia Meloni , who has engaged in a delicate balancing act between Washington and Beijing. Meloni’s government chose to limit Sinochem’s role after shareholder talks failed to produce a compromise. The dispute has gained urgency in light of tighter US rules on Chinese technology that threaten to restrict Pirelli’s access to its biggest market. Foreign Minister Antonio Tajani is set to travel to China on a trade mission next week. With this latest move, Sinochem’s vehicle in Pirelli will only be able to present a maximum of three candidates to the board, and they won’t be able to assume the role of chairman or chief executive, the people said on condition of anonymity to discuss sensitive decision-making. There were no restrictions on nationality, the people added, but two of the three members are required to be independent from Sinochem. Currently, Sinochem has eight directors on Pirelli’s 15-member board. The decision was taken at a cabinet meeting Thursday and the interested parties were notified Friday, they added. A representative for the Italian government wasn’t available for comment. A spokesman for Pirelli declined to comment. A representative for Sinochem didn’t have an immediate comment. The US Commerce Department’s connected-vehicle regulations, which took effect this year, bar certain Chinese-linked hardware and software from domestic sales. Pirelli has said the US accounts for more than 20% of its revenue. Meloni has distanced Italy from Beijing after coming to power, pulling out of China’s Belt and Road I...
Matthias Kestel/iStock Editorial via Getty Images The Amplify SILJ Junior Silver Miners Covered Call ETF ( SLJY ) is an actively managed exchange-traded fund designed to provide investors with exposure to junior silver mining companies through a combination of equity positions and an active call option strategy. SLJY was designed to target 18% monthly income for investors while offering exposure t...
Matthias Kestel/iStock Editorial via Getty Images The Amplify SILJ Junior Silver Miners Covered Call ETF ( SLJY ) is an actively managed exchange-traded fund designed to provide investors with exposure to junior silver mining companies through a combination of equity positions and an active call option strategy. SLJY was designed to target 18% monthly income for investors while offering exposure to the price movement (and capital appreciation) of junior miners. About Amplify SILJ Junior Silver Miners Covered Call ETF SLJY was launched by Amplify ETFs on August 19, 2025, on the NYSE Arca Exchange. The strategy covers 51 individual holdings between equities, options, and an investment in the Amplify Junior Silver Miners ETF ( SILJ ). The strategy has an expense ratio of 76 bps, on par with peer covered call and options-income ETFs. ETF comparison table (Amplify) SLJY exhibits relatively limited liquidity with $37.65 million in net assets, with an average of $1.9 million in share value changing hands on a daily basis. While SLJY has a relatively low asset base, the fund has exhibited positive fund flows since inception with consistent growth over the last 6 months, since about November 2025. Fund flows chart (ETF db) SLJY was designed as an income investment strategy, actively managing an options derivative strategy in order to generate income for investors. The strategy has consistently paid out monthly distributions but has a limited track record, making assessing the distribution durability unfeasible. Given the significant run-up in the price of silver throughout 2025 before declining by -39% from peak to the current market price of $74/oz, we can potentially infer that the dynamic options trading strategy works to capture both upside and downside risk with respect to the price of silver. Given that the fund does not exhibit a 12-month track record, we can instead annualize the distribution on a forward basis to gauge its value; at the most recent distribution rate...
SEC Chairman Paul Atkins has advanced a rulemaking proposal about securities issued as part of a foreign banking regulator's efforts to bail in a lender be exempted from U.S. legal requirements related to registration. "There is a wide range of bank bail-in frameworks used globally. To account for these various frameworks and to provide for a more certain and authoritative solution, I have instruc...
SEC Chairman Paul Atkins has advanced a rulemaking proposal about securities issued as part of a foreign banking regulator's efforts to bail in a lender be exempted from U.S. legal requirements related to registration. "There is a wide range of bank bail-in frameworks used globally. To account for these various frameworks and to provide for a more certain and authoritative solution, I have instructed the Division (the Division of Corporation Finance) to prepare a rulemaking recommendation to the Commission (Securities and Exchange Commission) regarding a potential exemption from the Securities Act's registration requirements for securities offered and sold in connection with a regulatory bail-in," he said . The Securities Act of 1933 deals with registration requirements. The regulator assured the Bank of England in a No-Action Letter that it won't pursue enforcement action if a firm does not register exchanges of securities related to the implementation of the bail-in mechanism. Atkins said a broader rule from the U.S. regulator will provide regulatory clarity to U.S. investors holding securities in a failing foreign bank. Additionally, Atkins encouraged foreign regulators and firms to contact the SEC's corporation finance unit over their bail-in processes until any rulemaking is complete. More on SEC SEC poised to propose ending quarterly earnings requirement - report SEC issues its interpretation of how securities laws apply to crypto assets
Tyson Fury says he took his undefeated record "for granted" as he appeared lean and sharp at the weigh-in for Saturday's bout with Arslanbek Makhmudov.
Tyson Fury says he took his undefeated record "for granted" as he appeared lean and sharp at the weigh-in for Saturday's bout with Arslanbek Makhmudov.
Tesla stock (TSLA) may appear to have gained nearly 38% over the last year, but the EV stock has still fallen over 20% in 2026 year-to-date and is set for an eight-week losing streak. Yahoo Finance Senior Autos Reporter Pras Subramanian discerns whether there are possible catalysts for investors that could lift the stock.
Tesla stock (TSLA) may appear to have gained nearly 38% over the last year, but the EV stock has still fallen over 20% in 2026 year-to-date and is set for an eight-week losing streak. Yahoo Finance Senior Autos Reporter Pras Subramanian discerns whether there are possible catalysts for investors that could lift the stock.