PR-PhotoDesign/iStock Editorial via Getty Images This article serves as an update to my previous analysis of Diebold Nixdorf ( DBD ) that was published on September 23 . I do not often write about companies in the tech sector, but DBD’s operations are connected to banking and financial services, two industries which I have covered in detail over the last year in Seeking Alpha. I rated Diebold Nixd...
PR-PhotoDesign/iStock Editorial via Getty Images This article serves as an update to my previous analysis of Diebold Nixdorf ( DBD ) that was published on September 23 . I do not often write about companies in the tech sector, but DBD’s operations are connected to banking and financial services, two industries which I have covered in detail over the last year in Seeking Alpha. I rated Diebold Nixdorf as a Buy in my initial analysis, and the stock has gained almost 40% in about six and half months of time, outpacing the S&P 500 by over 37%. As part of the support for my previous rating, I noted that the company’s profitability, free cash flow, and profit margins were all trending in the right direction. DBD was also making progress on reducing its debt load which would help reduce future interest costs. On April 7 , Diebold Nixdorf announced that it would be added to the S&P SmallCap 600 Index on April 10. This has given the stock an addition boost this week as it creates buying pressure for index funds who now need to add DBD to their holdings. Fundamentally, this change does little for Diebold Nixdorf except give additional validity to a company that declared bankruptcy less than three years ago . The better news for DBD shareholders is that progress continues to be made with the company’s operations, and expectations for FY 2026 seem to be getting stronger. When I last wrote about the company, earnings per share for this year were expected to be around $4.96. In just over half a year’s time, that number now stands at $5.49. Even with this week's index-related price spike, the stock still trades at a forward PE below 15. I think this week’s run-up in price may settle back down in the next week or so, but over the long-term, Diebold Nixdorf still looks like a buy. Company Overview Diebold Nixdorf is a retail technology company that has a history dating back over 160 years . The company’s first product was a safe, and today’s version of DBD is still heavily connected...
MF3d/E+ via Getty Images Eos Energy Enterprises ( EOSE ) up 8.9% pre-market Thursday after saying it expects to report preliminary Q1 revenues of $56M-$57M, as record shipments and manufacturing output showed continued progress in the company's operational scaling. Eos ( EOSE ) also reported quarterly records for shipments, up 17% Q/Q; battery output, up 10.4% Q/Q; and bipolar output, up 10.6% Q/Q...
MF3d/E+ via Getty Images Eos Energy Enterprises ( EOSE ) up 8.9% pre-market Thursday after saying it expects to report preliminary Q1 revenues of $56M-$57M, as record shipments and manufacturing output showed continued progress in the company's operational scaling. Eos ( EOSE ) also reported quarterly records for shipments, up 17% Q/Q; battery output, up 10.4% Q/Q; and bipolar output, up 10.6% Q/Q. The company also said bi-polar automation yields improved 22% Q/Q, indicating increased process stability and manufacturing consistency. Eos ( EOSE ) said it successfully completed factory acceptance testing for its second battery production line, with initial production targeted for the end of Q2. Line 2 was purpose-built to expand manufacturing capacity while increasing efficiency, the company said, with enhancements including a single-piece flow configuration, increased process redundancy, and advanced pick-and-place gantry systems to enable faster cycle times and repeatability. More on Eos Energy Enterprises Eos Energy's Dip Is Not A Buying Opportunity Eos Energy: Approach With Caution Eos Energy: A Bad Case Of Overpromising And Underdelivering
Investing.com -- Amazon’s chief executive officer, Andy Jassy, in a letter to shareholders on Thursday, said that Amazon’s AI services at its cloud-computing unit are generating annualized revenue of more than $15 billion in the first quarter of 2026, easing some investor worries around increased company spending billions of dollars in its AI push.
Investing.com -- Amazon’s chief executive officer, Andy Jassy, in a letter to shareholders on Thursday, said that Amazon’s AI services at its cloud-computing unit are generating annualized revenue of more than $15 billion in the first quarter of 2026, easing some investor worries around increased company spending billions of dollars in its AI push.
A thief who swiped a handbag from a London pub containing a Faberge egg and watch set valued at up to £2.2 million (US$3 million) has been jailed for more than two years. Enzo Conticello, 29, took the Givenchy handbag belonging to Rosie Dawson as she stood in the smoking area of the Dog and Duck pub in Bateman Street on November 7, 2024. Inside the £1,600 bag was an emerald-encrusted Faberge egg a...
A thief who swiped a handbag from a London pub containing a Faberge egg and watch set valued at up to £2.2 million (US$3 million) has been jailed for more than two years. Enzo Conticello, 29, took the Givenchy handbag belonging to Rosie Dawson as she stood in the smoking area of the Dog and Duck pub in Bateman Street on November 7, 2024. Inside the £1,600 bag was an emerald-encrusted Faberge egg and Faberge watch belonging to Dawson’s employers at the Craft Irish Whiskey Company, as well as a...
A rare bout of 50‑year‑level weakness in big U.S. tech has pulled the XLK ETF into a short‑term slump, even as its top holdings like Nvidia, Apple, Microsoft, and major chip stocks still sit on powerful AI and cloud earnings engines.
A rare bout of 50‑year‑level weakness in big U.S. tech has pulled the XLK ETF into a short‑term slump, even as its top holdings like Nvidia, Apple, Microsoft, and major chip stocks still sit on powerful AI and cloud earnings engines.
Dragon Claws/iStock via Getty Images Back in June 2025, I wrote an article on PIMCO Dynamic Income Opportunities Fund ( PDO ) elaborating on how a strong near-term performance is very likely amid the falling interest rate environment. What has happened is that the interest rate path has assumed the opposite direction which has introduced a drag on PDO's unit price. The price contraction is not tha...
Dragon Claws/iStock via Getty Images Back in June 2025, I wrote an article on PIMCO Dynamic Income Opportunities Fund ( PDO ) elaborating on how a strong near-term performance is very likely amid the falling interest rate environment. What has happened is that the interest rate path has assumed the opposite direction which has introduced a drag on PDO's unit price. The price contraction is not that meaningful - i.e., ~1.5% drop. The dividends, however, have come in as expected. This has, in turn, resulted in a positive total return story of ~7.4%. In my view, this is an excellent scenario for an income-oriented investor, where the underlying fundamentals remain stable and the price does not go up (which would decrease the reinvestment yield power). Currently, PDO yields 11.6% which is a very enticing level. The question now given the turbulence from the war in Iran and recalibrated interest rate cut expectations is whether PDO still is positioned in the right way to weather these headwinds without recording NAV impairments and/or distribution cuts. Let me update my thesis and explain why I have decided to remain bullish on PDO (from the lens of a durable income seeking investor). Thesis review I will start with the negative changes. As mentioned above, the interest rate path has been turned upside down. In the following chart we can see how the market's consensus has baked into the cake an unchanged interest rate level. It is also interesting to see that the remaining ~20% of the participants are split in two equal camps: one that expects one cut and the other that expects one bump. CME Group Inc. Why is this important for PDO? The answer is simple. PDO's leverage which contributes to ~35% of the total asset base is tied to short-term floating rate instruments/borrowings. These borrowings are reverse repo agreements which are almost perfectly correlated to the Fed Funds rate and/or SOFR. So, by the interest rates staying higher for longer, PDO's opportunity to captu...
I own Realty Income (NYSE: O) , the largest net lease real estate investment trust (REIT). I also own W.P. Carey (NYSE: WPC) , the second-largest net lease REIT. On the surface, that suggests I'm doubling down on net-lease properties. However, there are some important nuances when you dig in a little bit. Realty Income and W.P. Carey both use the net lease approach. A net lease requires the tenant...
I own Realty Income (NYSE: O) , the largest net lease real estate investment trust (REIT). I also own W.P. Carey (NYSE: WPC) , the second-largest net lease REIT. On the surface, that suggests I'm doubling down on net-lease properties. However, there are some important nuances when you dig in a little bit. Realty Income and W.P. Carey both use the net lease approach. A net lease requires the tenant to pay for most property-level operating costs. That fact leads to lower operating costs and reduced risks for the REITs . They also focus heavily on sale-leaseback transactions, meaning they buy assets from companies that turn around and become tenants. This is usually a financing transaction for the sellers, allowing them to raise cash for other purposes while retaining effective control of the property. Image source: Getty Images. Continue reading
Micron Rallies 123% in Six Months: Should You Still Buy the Stock? Yahoo Finance Boom or Bubble? Here's Where Micron Stock Could Be in 5 Years. The Motley Fool Micron: The Memory Bottleneck Is Shifting - And Market Hasn't Caught Up (NASDAQ:MU) Seeking Alpha
Micron Rallies 123% in Six Months: Should You Still Buy the Stock? Yahoo Finance Boom or Bubble? Here's Where Micron Stock Could Be in 5 Years. The Motley Fool Micron: The Memory Bottleneck Is Shifting - And Market Hasn't Caught Up (NASDAQ:MU) Seeking Alpha
Lumentum Holdings (NasdaqGS:LITE) has exchanged nearly US$475 million of convertible senior notes for approximately 5.7 million common shares. This capital structure change comes alongside a US$2 billion private investment from Nvidia and a multi year supply agreement. The company is positioned as a key optical technology provider for Nvidia linked AI data center projects. Lumentum focuses on opti...
Lumentum Holdings (NasdaqGS:LITE) has exchanged nearly US$475 million of convertible senior notes for approximately 5.7 million common shares. This capital structure change comes alongside a US$2 billion private investment from Nvidia and a multi year supply agreement. The company is positioned as a key optical technology provider for Nvidia linked AI data center projects. Lumentum focuses on optical and photonic technologies that sit inside communications networks and data centers, areas...
In this article AMZN Follow your favorite stocks CREATE FREE ACCOUNT Amazon CEO Andy Jassy speaks during a keynote address at AWS re:Invent 2024, a conference hosted by Amazon Web Services, at The Venetian Las Vegas on December 3, 2024 in Las Vegas, Nevada. Noah Berger | Getty Images Amazon CEO Andy Jassy on Thursday released his annual shareholder letter and once again made the case to Wall Stree...
In this article AMZN Follow your favorite stocks CREATE FREE ACCOUNT Amazon CEO Andy Jassy speaks during a keynote address at AWS re:Invent 2024, a conference hosted by Amazon Web Services, at The Venetian Las Vegas on December 3, 2024 in Las Vegas, Nevada. Noah Berger | Getty Images Amazon CEO Andy Jassy on Thursday released his annual shareholder letter and once again made the case to Wall Street investors that the company's huge investments in artificial intelligence are worthwhile. "We're not going to be conservative in how we play this — we're investing to be the meaningful leader, and our future business, operating income, and [free cash flow] will be much larger because of it," Jassy wrote. The company disclosed in February that it expects to spend roughly $200 billion this year on capital expenditures, with the lion's share going toward AI infrastructure, including data centers, chips and networking equipment. That's more than any of its tech peers , and a nearly 60% increase from last year. Amazon shares have struggled so far this year as investors question the company's aggressive AI spending plans and grow increasingly impatient about when the investments will pay off. The stock has slid more than 4% year to date. Stock Chart Icon Stock chart icon Amazon year-to-date stock chart. Read more CNBC tech news Meta's long-awaited AI model is finally here. But can it make money? Google expands partnership with Intel for AI chips OpenAI halts UK stargate project amid regulatory and energy price concerns Anthropic loses appeals court bid to temporarily block Pentagon blacklisting Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.