Key Points RPG Investment Advisory LLC sold 186,928 BTU shares; estimated trade size $6.53 million based on average prices during the first quarter Quarter-end stake value decreased by $4.69 million, reflecting both trading activity and share price changes Trade represented a 0.79% decrease in 13F reportable assets under management RPG Investment Advisory, LLC held 264,271 BTU shares valued at $8....
Key Points RPG Investment Advisory LLC sold 186,928 BTU shares; estimated trade size $6.53 million based on average prices during the first quarter Quarter-end stake value decreased by $4.69 million, reflecting both trading activity and share price changes Trade represented a 0.79% decrease in 13F reportable assets under management RPG Investment Advisory, LLC held 264,271 BTU shares valued at $8.71 million after the trade BTU now accounts for 1.05% of the fund’s AUM, which places it outside the fund’s top five holdings 10 stocks we like better than Peabody Energy › What happened According to a Securities and Exchange Commission (SEC) filing dated May 14, 2026, RPG Investment Advisory, LLC reduced its position in Peabody Energy (NYSE:BTU) by 186,928 shares during the first quarter. The firm’s estimated transaction value was $6.53 million, based on the mean closing price for the quarter. The quarter-end value of the BTU stake decreased by $4.69 million, reflecting both the share sale and price movement. What else to know The fund’s BTU stake now represents 1.05% of reportable assets, down from 1.52% the previous quarter. Top holdings after the filing: NASDAQ: NVDA: $55.42 million (6.7% of AUM) NASDAQ: GOOGL: $41.15 million (5.0% of AUM) NASDAQ: AAPL: $33.75 million (4.1% of AUM) NYSE: PWR: $29.68 million (3.6% of AUM) NASDAQ: AMZN: $28.57 million (3.4% of AUM) As of May 13, 2026, BTU shares were priced at $24.05, up 59.6% over the past year. Company Overview Metric Value Revenue (TTM) $3.90 billion Net Income (TTM) $-119.70 million Dividend Yield 1.03% Price (as of market close May 13, 2026) $24.05 Company Snapshot Peabody Energy is a leading coal producer with a global footprint, operating major mining assets in the United States and Australia. Its primary revenue comes from coal mining and sales to utilities and industrial customers. The company uses a diverse coal reserve portfolio and strong logistics to supply global power and industrial sectors. Peabody Energy ...
Buried on page 13 of SpaceX's S-1 prospectus is the line item that has done more to justify a reported $2 trillion valuation than any other single disclosure in the filing. Anthropic, the rival AI company that Elon Musk publicly called "evil" earlier this year, is paying SpaceX $1.25 billion every month for compute capacity inside the Colossus 1 and Colossus 2 data centers in Memphis. The filing d...
Buried on page 13 of SpaceX's S-1 prospectus is the line item that has done more to justify a reported $2 trillion valuation than any other single disclosure in the filing. Anthropic, the rival AI company that Elon Musk publicly called "evil" earlier this year, is paying SpaceX $1.25 billion every month for compute capacity inside the Colossus 1 and Colossus 2 data centers in Memphis. The filing describes the payments running through May 2029. Annualized, that amounts to $15 billion a year. Spread across the full term, the deal totals roughly $45 billion. Analyst notes have rapidly translated that disclosure into the bull case for SpaceX, which will trade under the ticker symbol SPCX after its planned IPO in June. The company can now tout secured revenue; bona fides for an AI infrastructure pivot; and a floor under the $4.28 billion in quarterly losses that an otherwise-profitable rocket and satellite business is now carrying. One pre-IPO research desk even called it "the strategic masterstroke ahead of the IPO." Then Elon Musk got on X and clarified the terms. "SpaceX has not committed to leasing Colossus for years, although it's possible that may be what happens," Musk wrote. "The agreement is a 180-day lease with a mutual 90-day cancellation notice thereafter." In other words, the $45 billion deal is actually a six-month rental. What the S-1 Actually Says, and What It Leaves Out The prospectus describes monthly payments of $1.25 billion through May 2029 and discloses that either party can terminate with 90 days’ notice. It does not disclose that the underlying commitment is a 180-day lease. Given that, investors reading the document without Musk's X clarification would reasonably model a multi-year contract with cancellation optionality. However, they would be wrong. The distinction matters because of the way the rest of the SPCX valuation math works. SpaceX generated $18.7 billion in revenue in 2025. Starlink contributed $11.4 billion of that and posted a $4.4 b...
koto_feja/E+ via Getty Images Beta or VHS — What’s Better? Actually, I should first ask if you’re old enough to know what the heck VHS is. And I may be presuming a lot to assume you’re old enough to know that when I mention Beta, I’m not talking about stock relative volatility. Beta is a nickname for Betamax. That was an early video recording protocol. VHS was a rival approach. VCRs incorporated o...
koto_feja/E+ via Getty Images Beta or VHS — What’s Better? Actually, I should first ask if you’re old enough to know what the heck VHS is. And I may be presuming a lot to assume you’re old enough to know that when I mention Beta, I’m not talking about stock relative volatility. Beta is a nickname for Betamax. That was an early video recording protocol. VHS was a rival approach. VCRs incorporated one or the other. (See generally here .) VCR stands for video cassette recorder. Introduced to consumers in the late 1970s, that was the first thing regular people could use to record and play video on their televisions. Such was life long before Netflix ( NFLX ) et al. Naturally, Beta VCRs competed heavily with VHS VCRs. Reputedly, back then, Beta was the superior technology. But consumers ignored the experts. For reasons that have long ago faded from my memory, VHS conquered Beta in the marketplace. Beta vanished, and VHS alone kept us going for a long time—until streaming came along. The Beta-versus-VHS debate is not unique. Before VCRs, audio fans chose between 8-track and cassette tapes . Even I easily saw 8-track was a dud—in the middle of a song, play was interrupted as the player loudly switched from one track to the next! So generations of audio fans converged on cassette until CD players and Apple ( AAPL ) iPods (that’s iPods with an “o,” not yet iPads with an “a”) came along. DOS versus Windows. iOS versus Android. And so it goes, on and on and on… We have plenty of that going on in the emerging field of quantum computing. And here, there are more than two competing protocols. Among the three major quantum pure plays, we have Rigetti ( RGTI ) with supercomputing, D-Wave Quantum ( QBTS ) with annealing, and IonQ ( IONQ ) with trapped ions. And there are more out there. Infleqtion ( INFQ ) went public in early 2026 with its neutral atom approach. And there are others. If you read enough commentary, you’ll see that many favor one or some approaches and bash others. F...
TradingKey - Over the past year, Nvidia (NVDA) has reported blockbuster results, but the Nvidia stock price has dipped on the day or week of every report. That’s led some to question whether Wall Street still buys the story. The broader reality is more nuanced: post-print volatility has been accompanied by gains in the majority of three-month reporting windows, indicating that the market may be ta...
TradingKey - Over the past year, Nvidia (NVDA) has reported blockbuster results, but the Nvidia stock price has dipped on the day or week of every report. That’s led some to question whether Wall Street still buys the story. The broader reality is more nuanced: post-print volatility has been accompanied by gains in the majority of three-month reporting windows, indicating that the market may be taking a moment to reset short-term expectations and not throwing out the long-term thesis. Is Nvidia still a good buy in 2026? Why Does Nvidia Stock Dip on Earnings Week? Nvidia's steady results have made surprises rare; so once something is tagged (like "best-in-class"), it doesn't usually get a premium from the market because it doesn't represent an additional source of revenue or a near-term incentive (a new "catalyst") for owning it. Indeed, with its repeated successes across sectors at "MVP" levels, there are places where the absence of new excitement puts a cap on near-term multiple expansion; but these static backdrops teach you how successful a company's operations can actually get. The fact that Nvidia has consistently allocated more of its revenues to research and development, as opposed to pursuing growth through various financial engineering tools (buyback programs, significant dividend increases), signifies the company's level of operational maturity and suggests its strong long-term business model. Therefore, the changes in the company's business model are significant for Nvidia as well as the entire technology sector, where other dividend-growth companies (e.g., Apple, MSFT, AVGO) have maintained their ability to create sustainable profit (cash flow) and innovation. To that end, the announced significant commitment to returning a large portion of free cash flow to shareholders through dividend payments and buybacks illustrates the scope of exceptional profitability achieved (i.e., there should be continued growth) but does not necessarily correlate with declin...
A country estate near Northampton has become the centre of the largest-ever seizure of unlicensed weight-loss medicines in the UK. Two men, both aged 29, were arrested during a raid in which the Medicines and Healthcare products Regulatory Agency (MHRA) recovered about 12,000 doses of unlicensed weight-loss medicines. Law enforcement officers uncovered what they described as a large-scale facility...
A country estate near Northampton has become the centre of the largest-ever seizure of unlicensed weight-loss medicines in the UK. Two men, both aged 29, were arrested during a raid in which the Medicines and Healthcare products Regulatory Agency (MHRA) recovered about 12,000 doses of unlicensed weight-loss medicines. Law enforcement officers uncovered what they described as a large-scale facility used to manufacture, assemble and distribute unlicensed products, including retatrutide – an unlicensed weight-loss drug – as well as tirzepatide, sold under the brand name Mounjaro, and other peptide-based medicines. View image in fullscreen The property was raided on 28 May with the support of Northamptonshire police, according to the MHRA. Photograph: MHRA/PA Andy Morling, the head of the MHRA’s criminal enforcement unit, said the operation demonstrated the agency’s “unwavering commitment to ensuring there is no hiding place for those who cynically put the public’s health at risk for profit”. He said: “Medicines regulation isn’t discretionary – it exists to protect people. That’s why we continue to target the traffickers who seek to bypass that protection, taking down the infrastructure that supports them and creating a hostile environment for their exploitative and harmful trade. In addition to disrupting an organised criminal group, I’m confident that dismantling this illicit production facility will have prevented significant public harm.” The property was raided on 28 May with the support of Northamptonshire police, a press release said. Investigators believe the country estate was being used as a large-scale site to manufacture, assemble and distribute the weight-loss drugs. Officers said they had seized substantial quantities of packaging materials, along with what are believed to be pharmaceutical substances used in the illicit production of the medicines. In November last year, the MHRA warned that organised crime gangs had begun manufacturing their own branded ...
Daniel Boulud, Chef and Restauranter at Dinex Group, discusses the state of the restaurant industry, food inflation, and upcoming projects including the opening of Brasserie Boulud later this year in New York City. (Source: Bloomberg)
Daniel Boulud, Chef and Restauranter at Dinex Group, discusses the state of the restaurant industry, food inflation, and upcoming projects including the opening of Brasserie Boulud later this year in New York City. (Source: Bloomberg)
Key Points Cerebras shares popped in its May 14 debut, but they've fallen back to earth since. The chipmaker is proving its technology is capable of taking on larger chipmakers. A large backlog of contracts could lead to very strong top-line growth for years to come. 10 stocks we like better than Cerebras Systems › Shares of artificial intelligence (AI) chipmaker Cerebras (NASDAQ: CBRS) soared 68%...
Key Points Cerebras shares popped in its May 14 debut, but they've fallen back to earth since. The chipmaker is proving its technology is capable of taking on larger chipmakers. A large backlog of contracts could lead to very strong top-line growth for years to come. 10 stocks we like better than Cerebras Systems › Shares of artificial intelligence (AI) chipmaker Cerebras (NASDAQ: CBRS) soared 68% on its first day of trading, but the hangover has been brutal for those who have continued to hold the stock. Shares are down over 22% as of this writing since the close on May 14. After the pullback, investors may be wondering if now is the time to buy shares. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » High performance and high expectations What separates Cerebras from other AI chipmakers like Nvidia (NASDAQ: NVDA) is its wafer-scale engine technology. Instead of printing multiple chips per silicon wafer that get separated, Cerebras fills the entire 12-inch wafer with chips meant to work together. That allows it to integrate multiple cores and memory in the silicon, increasing the speed at which it can process data. Transferring information between memory and other processing chips has been the biggest bottleneck for AI inference so far, and Cerebras's massive chips promise to reduce that challenge. The biggest concern with Cerebras's chips is that those efficiencies might not scale to larger models. It's simple enough to demonstrate greater speed when running an entire model on a single system. But scaling to a much larger model across a cluster of Cerebras's chips might not produce the same speed advantages. In response to concerns about its ability to scale to larger models, Cerebras has demonstrated Kimi K2.6 -- a trillion-parameter open-weight model -- running on a cluster of about 20 Cerebras...
The Magnificent Seven tech stocks led the S&P 500 to enormous gains over the past few years as investors rushed into the latest growth opportunity: artificial intelligence (AI). Each of these players is involved in the technology at a certain level, offering investors exposure to this new growth opportunity. At the same time, these companies also offer investors some safety -- they are all well-es...
The Magnificent Seven tech stocks led the S&P 500 to enormous gains over the past few years as investors rushed into the latest growth opportunity: artificial intelligence (AI). Each of these players is involved in the technology at a certain level, offering investors exposure to this new growth opportunity. At the same time, these companies also offer investors some safety -- they are all well-established, profitable tech giants. These stocks have each delivered double- or triple-digit gains over the past three years, which at certain times brought valuations to high levels. After a recent market pullback and as earnings continue to climb, however, the Magnificent Seven players are no longer looking very expensive. In fact, one -- the cheapest of the bunch -- actually is dirt cheap. And it may represent a once-in-a-decade buying opportunity right now. Let's check it out. A company you may know well The company I'm talking about is one you might come in contact with daily if you're a user of Facebook, Instagram, or WhatsApp. It's Meta Platforms (META 1.68%), owner of these popular social media apps. More than 3.5 billion people globally use these apps on a daily basis -- and this is important because advertising across the platform makes up most of Meta's revenue. So, the more people use these apps regularly, the more advertisers will rush there to contact them, the target audience. All of this has built a long track record of earnings growth for Meta. The company has been so successful that it even launched a dividend in 2024 -- so it can afford to reward shareholders and invest in growth. That's fantastic, as it's a combination that may please both cautious and bold investors. So, where does Meta fit into the AI story? The company has been heavily investing in AI over the past several years, with the idea of applying AI to its social media apps and the advertising process, as well as potentially developing other products and services down the road. Meta has built ...
Temperatures soar above 30C in the East of England It is a very hot start to the working week in the region after a record-breaking weekend of weather.
Temperatures soar above 30C in the East of England It is a very hot start to the working week in the region after a record-breaking weekend of weather.
First off, apologies for the lack of a Canadian Grand Prix report at the beginning of this week; Ferrari chose last weekend to show us its new electric vehicle, and between that and Memorial Day, one thing led to another, and here we are. Canada was yet another sprint weekend, meaning limited practice time for teams desperate for it to collect data on their various upgrade packages. The race, held...
First off, apologies for the lack of a Canadian Grand Prix report at the beginning of this week; Ferrari chose last weekend to show us its new electric vehicle, and between that and Memorial Day, one thing led to another, and here we are. Canada was yet another sprint weekend, meaning limited practice time for teams desperate for it to collect data on their various upgrade packages. The race, held on an artificial island built for Expo 67, is often one of the season's highlights, and 2026 did not disappoint, with some excellent duals among the field. The 19-year-old Italian sophomore Kimi Antonelli now leads his Mercedes teammate George Russell by 43 points in the championship after four straight wins in a row. With 25 points for a win, that means Russell could soon be two whole race wins behind his young in-house rival; never a comfortable spot when competing against someone with identical equipment. Read full article Comments
The post read: "If you're not careful and you noclip out of reality [gaming terminology for glitching or disappearing] in the wrong areas, you'll end up in the Backrooms, where it's nothing but the stink of old moist carpet, the madness of mono-yellow, the endless background noise of fluorescent lights at maximum hum-buzz, and approximately six hundred million square miles of randomly segmented em...
The post read: "If you're not careful and you noclip out of reality [gaming terminology for glitching or disappearing] in the wrong areas, you'll end up in the Backrooms, where it's nothing but the stink of old moist carpet, the madness of mono-yellow, the endless background noise of fluorescent lights at maximum hum-buzz, and approximately six hundred million square miles of randomly segmented empty rooms to be trapped in."
In the runup to the Champions League final, the Arsenal manager’s first footballing steps in the Basque Country and Barcelona are recalled by those who shared them The way Santi Cazorla tells it, rolling about laughing, Mikel Arteta may just be the worst person you could ever wish to watch a match with. Which is why he knew his friend would be a coach and why he told him to go away and become one,...
In the runup to the Champions League final, the Arsenal manager’s first footballing steps in the Basque Country and Barcelona are recalled by those who shared them The way Santi Cazorla tells it, rolling about laughing, Mikel Arteta may just be the worst person you could ever wish to watch a match with. Which is why he knew his friend would be a coach and why he told him to go away and become one, convinced great things were coming. “When we were injured at Arsenal, we used to meet at home for games, and he would grab the remote and pause it,” Cazorla recalls. “I would say: ‘What are you stopping it for?’ He would say: ‘No, go back, go back,’ rewind it 30 seconds, and then ask: ‘What do you see?’ I would say: ‘I see a paused screen. I don’t see anything!’” So Arteta would explain. “‘Don’t you think this player is badly positioned? … If he goes a bit deeper, this space opens up … if the pivot goes there, this happens … that line should be deeper …’ I would look at him and think: ‘What’s with this guy?’” Cazorla continues, still cracking up. “He was a coach already. All game, every game: pausing, rewinding. The match is finished and we’re only in the 35th minute. ‘Do you see it?’ ‘Yes, yes, you’re right, now come on, press play.’ But I didn’t see it. I love football, I can watch it all day, but I don’t notice those things. Mikel does. I think it’s a gift.” Continue reading...
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that dir...
Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which metrics are the best to focus on and which are poor quality indicators of future performance. The Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us. Below, we take a look at Virgin Galactic (SPCE), a company that currently holds a Momentum Style Score of B. We also talk about price change and earnings estimate revisions, two of the main aspects of the Momentum Style Score. It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Virgin Galactic currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period. You can see the current list of Zacks #1 Rank Stocks here >>> Set to Beat the Market? Let's discuss some of the components of the Momentum Style Score for SPCE that show why this company shows promise as a solid momentum pick. A good momentum benchmark for a stock is to look at its short-term price activity, as this can reflect both current interest and if buyers or sellers currently have the upper hand. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area. For SPCE, shares are u...
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads ...
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades. While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which metrics are the best to focus on and which are poor quality indicators of future performance. The Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us. Below, we take a look at Harmonic (HLIT), which currently has a Momentum Style Score of A. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions. It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Harmonic currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period. You can see the current list of Zacks #1 Rank Stocks here >>> Set to Beat the Market? Let's discuss some of the components of the Momentum Style Score for HLIT that show why this video services provider shows promise as a solid momentum pick. A good momentum benchmark for a stock is to look at its short-term price activity, as this can reflect both current interest and if buyers or sellers currently have the upper hand. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area. For HLIT, shares are up 21.21% over the past week while the Zacks Commun...