In trading on Wednesday, shares of IRSA Inversiones y Representaciones S.A. (Symbol: IRS) crossed above their 200 day moving average of $14.82, changing hands as high as $15.16 per share. IRSA Inversiones y Representaciones S.A. shares are currently trading up about 3.1% on the day. The chart below shows the one year performance of IRS shares, versus its 200 day moving average: Looking at the char...
In trading on Wednesday, shares of IRSA Inversiones y Representaciones S.A. (Symbol: IRS) crossed above their 200 day moving average of $14.82, changing hands as high as $15.16 per share. IRSA Inversiones y Representaciones S.A. shares are currently trading up about 3.1% on the day. The chart below shows the one year performance of IRS shares, versus its 200 day moving average: Looking at the chart above, IRS's low point in its 52 week range is $10.87 per share, with $19.14 as the 52 week high point — that compares with a last trade of $15.09. Click here to find out which 9 other stocks recently crossed above their 200 day moving average » Further IRS Research: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Federal Reserve Governor Lisa Cook said inflation is headed in the wrong direction and she would be prepared to raise interest rates if that persists. While Cook said she favors holding borrowing rates steady for now and that she expects price growth to cool again in coming months, her remarks bring her in line with a number of Fed officials who’ve signaled that accelerating inflation is now a big...
Federal Reserve Governor Lisa Cook said inflation is headed in the wrong direction and she would be prepared to raise interest rates if that persists. While Cook said she favors holding borrowing rates steady for now and that she expects price growth to cool again in coming months, her remarks bring her in line with a number of Fed officials who’ve signaled that accelerating inflation is now a bigger policy concern than the labor market. “I want to be clear about my risk assessment: The risks remain tilted toward higher inflation,” Cook said Wednesday in remarks prepared for an event at Stanford University. Cook said five years of inflation above the Fed’s 2% target poses the risk that price pressures will become embedded into price- and wage-setting behavior. “As such, I am prepared to raise rates, if the expected disinflation does not appear in a timely manner,” she said. The US war in Iran continues to roil energy markets, putting upward pressure on inflation. A measure of consumer prices rose in April by the most since 2023, as gasoline, rent and food prices climbed. At their meeting last month, a majority of Fed officials warned the central bank would likely need to consider raising interest rates if inflation continued to run persistently above their goal, according to minutes of the gathering. Officials at that meeting left the Fed’s benchmark interest rate unchanged in a range of 3.5% to 3.75%. In her speech, Cook said a $1.5 trillion investment boom into artificial intelligence could be the source of another price shock, noting the impact on prices for chips and other high-tech equipment. Cook described the labor market as largely stable, but said downside risks to employment are “elevated.” In her speech, Cook said the Fed is using AI to improve its analysis of the financial sector and to highlight vulnerabilities, which she said will help policymakers identify and respond to threats.
Dick's Sporting Goods got enough right in its quarter to signal stabilizing demand for athletic footwear. It is a possible bright spot for beleaguered Nike , a stock on borrowed time in the portfolio. For starters, Foot Locker saw positive comparable sales growth for the first time since its fiscal 2024 fourth quarter. The struggling sneaker chain, which Dick's Sporting Goods acquired back in Sept...
Dick's Sporting Goods got enough right in its quarter to signal stabilizing demand for athletic footwear. It is a possible bright spot for beleaguered Nike , a stock on borrowed time in the portfolio. For starters, Foot Locker saw positive comparable sales growth for the first time since its fiscal 2024 fourth quarter. The struggling sneaker chain, which Dick's Sporting Goods acquired back in September, saw comparable sales rise 0.6%. The North America segment performed even better with comparable sales growth of 1.4%. Dick's stores topped estimates with a same-store sales increase of 6%, driven by growth in both average tickets and transactions. Despite the positive steps, shares of Dick's fell 5% on mixed guidance and an increased marketing spend around the upcoming World Cup. What happens at Dick's can be a useful indicator of how Nike is doing. Last year, Dick's said Nike was the biggest of its 1,500 vendors, accounting for 31% of consolidated merchandise purchases. According to its 2025 annual report, no other brand represents 10% or more. Dick's operates over 3,100 store locations across its namesake and Foot Locker brands. Jeff Marks, director of portfolio analysis for the Club, took some solace in the Dick's quarter as it relates to Nike. During our May Monthly Meeting on Wednesday, Marks said there is a perception that the numbers from Dick's and Foot Locker may be a "good sign heading into back to school later this year." The comp sales progress at Dick's and Foot Locker is most important to us as far as Nike is concerned; less so are the factors weighing on Dick's shares. That was on display as Nike stock jumped 2% to almost $46 per share on Wednesday following quarterly results from Dick's — extending their recent win streak to five straight sessions. Nike, however, has been hammered year to date, still down over 28%, in the midst of what's supposed to be the start of a major comeback. In fact, anticipation of a Nike resurgence under CEO Elliott Hill led...
shih-wei/iStock via Getty Images Following the recent Micron’s ( MU ) surge to over $1 trillion market cap , it seems like the AI-related rally has reached its peak point already. I disagree. Based on the latest earnings, as well as guidance, Micron may be only in the beginning of a significant structural rerating rather than close to its traditional cyclicality peak. Indeed, memory has become a b...
shih-wei/iStock via Getty Images Following the recent Micron’s ( MU ) surge to over $1 trillion market cap , it seems like the AI-related rally has reached its peak point already. I disagree. Based on the latest earnings, as well as guidance, Micron may be only in the beginning of a significant structural rerating rather than close to its traditional cyclicality peak. Indeed, memory has become a bottleneck for efficient AI scaling that changes the way the market views Micron's sustainability. AI Is Quietly Turning Memory Into The New Bottleneck As it becomes obvious now, the AI-driven workload becomes more memory-intensive at each layer of computing, and memory-based solutions are becoming a necessary component of any such workload. HBM, DDR5, LPDRAM, and Enterprise SSDs are increasingly becoming the main enablers of AI rather than complementary products. It was clearly seen in the latest quarter. According to Micron's reports, Q2 FY2026 sales came to $23.9 billion, with YoY growth reaching 196% . Meanwhile, non-GAAP EPS amounted to $12.20 compared to just $1.56 one year ago. Even more impressive is the Q3 FY2026 guidance, according to which sales would reach about $33.5 billion along with gross margins of around 81% and non-GAAP EPS close to $19.15. For reference, the Q3 guidance alone would cover Micron's total annual revenue for each year before 2025. This means that what we see now is not an ordinary semiconductor cycle any more. Data by YCharts It is especially true when talking about the margins, which are usually the best way to understand whether a company faces problems in its operations. The current margins look more similar to those of software companies than those of memory makers. Moreover, it is not about margins as a temporary phenomenon caused by the current prices. On the contrary, management keeps mentioning AI-related supply constraints, agreements with key customers, and expansion of memory intensity across different markets. Data by YCharts The ...
shih-wei/iStock via Getty Images Following the recent Micron’s ( MU ) surge to over $1 trillion market cap , it seems like the AI-related rally has reached its peak point already. I disagree. Based on the latest earnings, as well as guidance, Micron may be only in the beginning of a significant structural rerating rather than close to its traditional cyclicality peak. Indeed, memory has become a b...
shih-wei/iStock via Getty Images Following the recent Micron’s ( MU ) surge to over $1 trillion market cap , it seems like the AI-related rally has reached its peak point already. I disagree. Based on the latest earnings, as well as guidance, Micron may be only in the beginning of a significant structural rerating rather than close to its traditional cyclicality peak. Indeed, memory has become a bottleneck for efficient AI scaling that changes the way the market views Micron's sustainability. AI Is Quietly Turning Memory Into The New Bottleneck As it becomes obvious now, the AI-driven workload becomes more memory-intensive at each layer of computing, and memory-based solutions are becoming a necessary component of any such workload. HBM, DDR5, LPDRAM, and Enterprise SSDs are increasingly becoming the main enablers of AI rather than complementary products. It was clearly seen in the latest quarter. According to Micron's reports, Q2 FY2026 sales came to $23.9 billion, with YoY growth reaching 196% . Meanwhile, non-GAAP EPS amounted to $12.20 compared to just $1.56 one year ago. Even more impressive is the Q3 FY2026 guidance, according to which sales would reach about $33.5 billion along with gross margins of around 81% and non-GAAP EPS close to $19.15. For reference, the Q3 guidance alone would cover Micron's total annual revenue for each year before 2025. This means that what we see now is not an ordinary semiconductor cycle any more. Data by YCharts It is especially true when talking about the margins, which are usually the best way to understand whether a company faces problems in its operations. The current margins look more similar to those of software companies than those of memory makers. Moreover, it is not about margins as a temporary phenomenon caused by the current prices. On the contrary, management keeps mentioning AI-related supply constraints, agreements with key customers, and expansion of memory intensity across different markets. Data by YCharts The ...
Key Points Last quarter, Berkshire Hathaway sold its entire 5 million-share stake in UnitedHealth Group. The conglomerate also exited many other positions it has held for several years. Abel likely made a reasonable call with UnitedHealth, even as the stock continues to climb. 10 stocks we like better than UnitedHealth Group › At the start of 2026, Greg Abel succeeded Warren Buffett as CEO of Berk...
Key Points Last quarter, Berkshire Hathaway sold its entire 5 million-share stake in UnitedHealth Group. The conglomerate also exited many other positions it has held for several years. Abel likely made a reasonable call with UnitedHealth, even as the stock continues to climb. 10 stocks we like better than UnitedHealth Group › At the start of 2026, Greg Abel succeeded Warren Buffett as CEO of Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB). So far, Buffett's successor has not made any significant changes to what Berkshire Hathaway owns. Nor has he sought to divest any of Berkshire's core equity positions, such as quintessential Warren Buffett investments like American Express or Coca-Cola. However, as disclosed in Berkshire's latest 13F filing with the Securities and Exchange Commission (SEC), Abel, who now oversees 94% of Berkshire's stock portfolio, has conducted a bit of "portfolio spring cleaning," exiting some of the company's smaller positions in well-known publicly traded companies. 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 » Among this group of now-past holdings was Berkshire's equity stake in UnitedHealth Group (NYSE: UNH), famously acquired last year following an extended sell-off for the healthcare company's shares. As of Dec. 31, Berkshire owned approximately 5.1 million shares of UnitedHealth stock. By March 31, Berkshire had completely exited its position. In time, it could prove questionable whether Abel made the right decision in exiting so many positions during Q1 2026. However, despite the healthcare stock's recent rally, I believe that Abel made the right call. Greg Abel makes sweeping changes to Berkshire's portfolio UnitedHealth wasn't the only Warren Buffett investment Abel decided to "take the money and run" on. During Q1, Berkshire also exited positions in Amazon, Domino's...
Henrik Sorensen/DigitalVision via Getty Images Over the past ten years since I first began writing for Seeking Alpha, my investing strategy has evolved from growth stocks to managing a portfolio that now holds mainly income investments. I like investing for passive income, especially now that I am retired from a 42-year career in information technology. I call my approach my Income Compounder port...
Henrik Sorensen/DigitalVision via Getty Images Over the past ten years since I first began writing for Seeking Alpha, my investing strategy has evolved from growth stocks to managing a portfolio that now holds mainly income investments. I like investing for passive income, especially now that I am retired from a 42-year career in information technology. I call my approach my Income Compounder portfolio due to the strategy that I employ of buying stocks and funds “on sale” that offer steady, mostly monthly or even weekly distributions, and then reinvesting the majority of those distributions to grow my future income stream. For the fixed-income side of my income portfolio, I desire solid funds with a reputation for paying out steady, monthly distributions that offer high-yield income with yields of 12% or more. The PIMCO family of taxable CEFs (closed-end funds) are good candidates to consider with an excellent long-term track record of strong performance. However, in the last six to nine months or so, nearly all of the PIMCO CEFs have seen their premiums shrink. Most of them now trade near par (market price = NAV), except for one that now trades at a small discount, PIMCO Access Income Fund ( PAXS ). In this review, let’s examine the current status of several of the 11 PIMCO Taxable CEFs shown in the table below from their latest UNII report . All of the CEFs listed below have seen their market prices fall due to the fallout from the private credit fears that have impacted many credit funds and BDCs, including the fixed income taxable CEFs offered by PIMCO. PIMCO The rolling coverage ratios give an indication of how well covered the distribution is based on the amount of undistributed net investment income, or UNII. Looking at 3-month and 6-month numbers, PAXS comes in at a nice level that is showing improvement to nearly 94% in the 3-month figure and nearly 90% on a fiscal YTD basis. PIMCO Premiums Plummet Price action of the PIMCO funds is somewhat independent of ...
Vertigo3d/iStock via Getty Images F ast Facts About The Nicholas Crypto Income ETF The Nicholas Crypto Income ETF ( BLOX ) is an actively managed derivative income ETF launched on June 16, 2025, with a stunning trailing 11-month yield of 37.3%, a distribution rate of 36%, and an expense ratio of 0.99%. Distributions are paid on a weekly basis. BLOX combines exposure to cryptocurrencies, crypto-rel...
Vertigo3d/iStock via Getty Images F ast Facts About The Nicholas Crypto Income ETF The Nicholas Crypto Income ETF ( BLOX ) is an actively managed derivative income ETF launched on June 16, 2025, with a stunning trailing 11-month yield of 37.3%, a distribution rate of 36%, and an expense ratio of 0.99%. Distributions are paid on a weekly basis. BLOX combines exposure to cryptocurrencies, crypto-related companies, and options income strategies. It is a mid-size, yet liquid ETF, with $314 million in assets under management (“AUM”) and $5 million in daily average trading volume. BLOX is a part of XFunds, a series of nine ETFs mostly focused on income, crypto assets, and precious metals, with Nicholas Wealth as sub-advisor and Tidal Investments LLC as advisor. Strategy As described in the prospectus by XFunds , the fund has three components: An equity portfolio of companies belonging or closely related to the crypto asset industry. A crypto portfolio of ETFs and ETPs providing exposure to Bitcoin, Ether, Solana, or XRP. Income-generating options strategies based on the constituents of the equity portfolio and the crypto portfolio. In particular, the fund may use covered call spreads and put spreads . Each of the three components has an allocation of 25% to 50% of the fund’s net asset value. Portfolio As an example from May 26, 2026, the portfolio includes four ETFs, 17 stocks, and has 46 positions in option contracts. The top 10 holdings, listed in the next table, represent 74.3% of asset value. Company-specific risk is significant, with six stocks weighing between 6% and 10%. Ticker Name Weight HUT HUT 8 CORP 9.45% RIOT Riot Platforms Inc 8.56% NGHT Nicholas Bitcoin and Treasuries AfterDark ETF 8.47% HODL VanEck Bitcoin ETF 7.33% TSM Taiwan Semiconductor Manufacturing Co. Ltd 7.27% IREN IREN Ltd 7.26% CIFR Cipher Digital Inc 6.99% FBTC Fidelity Wise Origin Bitcoin Fund 6.46% GLXY Galaxy Digital Inc 6.36% ETHA iShares Ethereum Trust ETF 6.11% Click to enlarge The portfol...
Meta Platforms stock was rising on Wednesday after the tech giant announced that it is introducing subscription plans for its social media apps and its Meta AI chatbot. Naomi Gleit, head of product at Meta, said in a video posted to Instagram on Wednesday that the company is starting to roll out paid subscription options to users of its social platforms. Facebook Plus, Instagram Plus, and WhatsApp...
Meta Platforms stock was rising on Wednesday after the tech giant announced that it is introducing subscription plans for its social media apps and its Meta AI chatbot. Naomi Gleit, head of product at Meta, said in a video posted to Instagram on Wednesday that the company is starting to roll out paid subscription options to users of its social platforms. Facebook Plus, Instagram Plus, and WhatsApp Plus will come with enhanced features, Gleit said.
肿瘤公司Nuvation Bio Inc．（纽约证券交易所代码：NUVB）今日宣布，将在2026年美国临床肿瘤学会（ASCO）年会上公布其下一代ROS1抑制剂IBTROZI（taletrectinib）在ROS1阳性非小细胞肺癌患者中的患者报告结局数据。这些新数据显示，该药物能够快速改善患者的生活质量，并有效缓解咳嗽、气短等关键症状。 此次分析的数据来自全球关键性2期TRUST-II研究，共纳入北...
In trading on Thursday, shares of ONE Gas, Inc. (Symbol: OGS) entered into oversold territory, changing hands as low as $69.24 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of ONE Gas, In...
In trading on Thursday, shares of ONE Gas, Inc. (Symbol: OGS) entered into oversold territory, changing hands as low as $69.24 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of ONE Gas, Inc., the RSI reading has hit 29.5 — by comparison, the universe of energy stocks covered by Energy Stock Channel currently has an average RSI of 47.6, the RSI of WTI Crude Oil is at 65.0, the RSI of Henry Hub Natural Gas is presently 63.3, and the 3-2-1 Crack Spread RSI is 28.9. A bullish investor could look at OGS's 29.5 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), OGS's low point in its 52 week range is $68.86 per share, with $89.01 as the 52 week high point — that compares with a last trade of $69.36. ONE Gas, Inc. shares are currently trading down about 0.8% on the day. Click here to find out which 9 other oversold energy stocks you need to know about » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
00:00 Jason We have an enormous shortage of skilled workers in this country and we have uh misalignment in our higher education system. There's a paradox that record numbers of college graduates can't find jobs at the same moment record numbers of employers can't find qualified workers to fill the most in demand jobs, and those are in the skilled trades. When you think about data centers, earlier ...
00:00 Jason We have an enormous shortage of skilled workers in this country and we have uh misalignment in our higher education system. There's a paradox that record numbers of college graduates can't find jobs at the same moment record numbers of employers can't find qualified workers to fill the most in demand jobs, and those are in the skilled trades. When you think about data centers, earlier in the segment you were talking about chip manufacturing, semiconductors, ship building, nuclear, returning, uh manufacturing to this country, the infrastructure repair that needs done, locks and dams, roads and bridges, airports. In America, there's a lot of work to be done and there just aren't enough workers to do it. and the AI displacements are part of the issue, but the bigger issue is just demographic factors and there're not being enough skilled workers to do the most in-demand jobs. 00:54 Speaker B When you talk about that that shortage, Jason, of of skilled labor, can you frame that, quantify that for us? How how much of a shortage are we talking about? 01:08 Jason It is estimated that each year, this is a Lightcast study, each year 2.9 million job postings occur in America for the skilled trades. So think about everything from heavy equipment, to construction, to electricians, Hvacs, aviation, auto techs, truck driving, all of those, 2.9 million job vacancies and the sum total of our education and training system produces about 1.25 million graduates each year. So we're short about 1.7 million. That's every year. The Department of Education estimates that by the end of this decade will go up over 2 million job openings every year that go unfilled and that's an economic impact to the country of over a trillion dollars. And everyone is weighing in about this all across Wall Street across the finance industry, JP Morgan Chase, Goldman Sachs, Palantir, the US Chamber of Commerce, Wells Fargo. They've all called this a national security issue. It harms American compet...
In trading on Wednesday, shares of the iShares U.S. Consumer Discretionary ETF (Symbol: IYC) crossed above their 200 day moving average of $102.56, changing hands as high as $104.00 per share. iShares U.S. Consumer Discretionary shares are currently trading up about 1.3% on the day. The chart below shows the one year performance of IYC shares, versus its 200 day moving average: Looking at the char...
In trading on Wednesday, shares of the iShares U.S. Consumer Discretionary ETF (Symbol: IYC) crossed above their 200 day moving average of $102.56, changing hands as high as $104.00 per share. iShares U.S. Consumer Discretionary shares are currently trading up about 1.3% on the day. The chart below shows the one year performance of IYC shares, versus its 200 day moving average: Looking at the chart above, IYC's low point in its 52 week range is $93.99 per share, with $107.36 as the 52 week high point — that compares with a last trade of $103.36. Click here to find out which 9 other ETFs recently crossed above their 200 day moving average » Further IYC Research: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
In trading on Monday, shares of National Fuel Gas Co. (Symbol: NFG) entered into oversold territory, changing hands as low as $56.66 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of Natio...
In trading on Monday, shares of National Fuel Gas Co. (Symbol: NFG) entered into oversold territory, changing hands as low as $56.66 per share. We define oversold territory using the Relative Strength Index, or RSI, which is a technical analysis indicator used to measure momentum on a scale of zero to 100. A stock is considered to be oversold if the RSI reading falls below 30. In the case of National Fuel Gas Co., the RSI reading has hit 29.8 — by comparison, the universe of energy stocks covered by Energy Stock Channel currently has an average RSI of 51.3, the RSI of WTI Crude Oil is at 50.5, the RSI of Henry Hub Natural Gas is presently 24.7, and the 3-2-1 Crack Spread RSI is 33.9. A bullish investor could look at NFG's 29.8 reading as a sign that the recent heavy selling is in the process of exhausting itself, and begin to look for entry point opportunities on the buy side. Looking at a chart of one year performance (below), NFG's low point in its 52 week range is $56.47 per share, with $75.97 as the 52 week high point — that compares with a last trade of $57.02. National Fuel Gas Co. shares are currently trading down about 0.2% on the day. Click here to find out which 9 other oversold energy stocks you need to know about » Also see: The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.