Inflation is proving stubborn again. Fuel prices are climbing, consumers are growing selective, and retailers are walking a tightrope between protecting margins and keeping shoppers loyal. That balancing act has become even tougher as investors demand growth and profitability at the same time. So when a retail giant like Walmart (WMT) posts solid quarterly results but still sees its stock tumble 7...
Inflation is proving stubborn again. Fuel prices are climbing, consumers are growing selective, and retailers are walking a tightrope between protecting margins and keeping shoppers loyal. That balancing act has become even tougher as investors demand growth and profitability at the same time. So when a retail giant like Walmart (WMT) posts solid quarterly results but still sees its stock tumble 7% , it raises a fair question: What exactly does Wall Street want now? The answer may come down to valuation. But buried inside Walmart’s latest earnings report was another story entirely — one that suggests the company is evolving into something far larger than a traditional retailer. Walmart’s Quarter Was Good — Just Not Good Enough Walmart’s Q1 earnings saw revenue rise 7.3% year-over-year to $177.8 billion, while adjusted earnings-per-share came in at $0.66, up 8%. U.S. comparable sales climbed 4.1% at its Walmart stores and 3.9% at Sam's Club, showing shoppers are still spending despite economic pressure. Those are healthy numbers for a company with a market capitalization of nearly $1 trillion. Yet investors focused less on what Walmart delivered and more on what management warned could happen next. Q2 guidance reflected caution around inflation and rising fuel costs, two factors that directly pressure consumer spending and transportation expenses. Walmart CFO John David Rainey noted during the earnings call that economic uncertainty remains elevated, particularly among lower-income households. That caution mattered because Walmart stock entered earnings trading at roughly 38 times forward earnings , far above peers like Target (TGT) at about 15 times earnings , though Costco Wholesale (COST) goes for 51 times . When valuation climbs that high, even strong results can disappoint investors looking for perfection. Granted, Walmart still generated $4.7 billion in operating cash flow during the quarter and maintained its position as America’s dominant grocer. But regardle...
This article first appeared on GuruFocus. Advanced Micro Devices (NASDAQ:AMD) shares jumped about 5% on Tuesday to a record high after the company said its EPYC Venice server processors entered volume production on Taiwan Semiconductor Manufacturing's 2-nanometer process. AMD said the ramp could help speed AI infrastructure deployments as customers move from testing to production. Lisa Su said the...
This article first appeared on GuruFocus. Advanced Micro Devices (NASDAQ:AMD) shares jumped about 5% on Tuesday to a record high after the company said its EPYC Venice server processors entered volume production on Taiwan Semiconductor Manufacturing's 2-nanometer process. AMD said the ramp could help speed AI infrastructure deployments as customers move from testing to production. Lisa Su said the milestone matters because AI and agentic workloads are expanding quickly and buyers want faster chip upgrades. Reuters reported last week that Su said CPU demand is rising faster than expected, while Nvidia's Jensen Huang said agentic AI had arrived and projected a $200 billion CPU market. AMD has been trying to position itself as an AI supplier across CPUs, GPUs and adaptive computing. Reuters reported on May 6 that AMD soared almost 19% to an all-time high after forecasting quarterly revenue above expectations on robust demand for data-center chips. Investors are now watching whether Venice can widen AMD's lead in server chips. The move also kept traders focused on AMD's expanding role in AI infrastructure spending.
NiseriN RTX’s ( RTX ) Raytheon is pushing deeper into the Pentagon’s drive to modernize missile production, announcing both a new DARPA-backed propulsion effort with Northrop Grumman ( NOC ) and the first deliveries of an upgraded launcher for the Javelin anti-tank weapon system developed with Lockheed Martin ( LMT ). The announcements underscore how major U.S. defense contractors are racing to ex...
NiseriN RTX’s ( RTX ) Raytheon is pushing deeper into the Pentagon’s drive to modernize missile production, announcing both a new DARPA-backed propulsion effort with Northrop Grumman ( NOC ) and the first deliveries of an upgraded launcher for the Javelin anti-tank weapon system developed with Lockheed Martin ( LMT ). The announcements underscore how major U.S. defense contractors are racing to expand missile manufacturing capacity and improve flexibility as global conflicts strain inventories and governments increase spending on precision weapons systems. Raytheon ( RTX ) said it received a phase-two contract from the Defense Advanced Research Projects Agency, or DARPA, under the Burn n’ Go program to continue development of a new type of solid rocket motor designed to adjust thrust on demand. The effort aims to move away from traditional single-use rocket motor designs toward what the company describes as a “composable” propulsion system that could support multiple missions from a common motor architecture. “Solid rocket motor production has become a critical bottleneck for many missile programs,” Colin Whelan, president of advanced technology at Raytheon, said in the announcement. “By pursuing a composable approach to how these motors are designed and built, we're helping lay the groundwork for faster, more adaptable munitions production across multiple mission sets.” The award follows a seven-month phase-one effort in which Raytheon and Northrop Grumman demonstrated the feasibility of the propulsion concept. Under phase two, Raytheon’s Advanced Technology team will work to scale the design and conduct a series of demonstrations in increasingly realistic configurations. Northrop Grumman’s ( NOC ) Allegany Ballistic Laboratory, a major supplier of solid rocket motor technologies, is partnering on the program alongside Luna Innovations, which is contributing materials-development expertise. The program reflects broader Pentagon concerns about missile supply chains ...
Another Grand Slam, another iconic outfit delivered by Naomi Osaka. The Japanese player continued her tradition of jaw-dropping looks at the majors with an outfit that sparkled like "the Eiffel Tower at night" at the French Open. Osaka arrived on Court Suzanne Lenglen with a black corset and cascading pleated skirt that swept dramatically over the red clay. Underneath the moody ensemble, Osaka wor...
Another Grand Slam, another iconic outfit delivered by Naomi Osaka. The Japanese player continued her tradition of jaw-dropping looks at the majors with an outfit that sparkled like "the Eiffel Tower at night" at the French Open. Osaka arrived on Court Suzanne Lenglen with a black corset and cascading pleated skirt that swept dramatically over the red clay. Underneath the moody ensemble, Osaka wore a glittering gold tennis dress, with the sequins reflecting the scorching Paris sun. The four-time Grand Slam champion also shone on court as she beat Germany's Laura Siegemund 6-3 7-6 (7-3) to reach the second round. Asked about her inspiration for the outfit, the 28-year-old said: "Funny enough, you know the Eiffel Tower at night when its sparkly? I think I look like that a little bit." Watching Osaka's entrance live on TNT Sports, top seed Aryna Sabalenka said: "This is sparkling. I love it. I love that she is expressing herself and feels confident. "That's the beauty of the fashion world, there's space for anything and I love that she's bringing it on court."
Dzmitry Dzemidovich/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Jussi Askola from High Yield Landlord joins us to discuss mispriced opportunities in the REIT space (0:30) Look beyond dividends, think of REITs as total return investments (3:20) Self storage and healthcare - 2 attractive REITs (5:00) Tenants a major factor (9:25) Cannabis rescheduling good for NLC...
Dzmitry Dzemidovich/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Jussi Askola from High Yield Landlord joins us to discuss mispriced opportunities in the REIT space (0:30) Look beyond dividends, think of REITs as total return investments (3:20) Self storage and healthcare - 2 attractive REITs (5:00) Tenants a major factor (9:25) Cannabis rescheduling good for NLCP and IIPR (10:30) REITs becoming more independent from interest rates (17:30) AI immunity trade (19:10) Transcript Rena Sherbill: Welcome to the show for the very first time, long time coming, Jussi Askola from High Yield Landlord on Seeking Alpha. Welcome to the show, Jussi. Jussi Askola: Thank you very much for having me. Rena Sherbill: It's great to have you and I feel like if we were going to wait this long, it would be a good time to get you on the show. What with your focus on REITs and there's talk of interest rates going higher and how much that affects the space. Also a lot of questions I think about real estate in general. If you would introduce yourself to our audience for those of you that haven't read your work on Seeking Alpha before. Jussi Askola: Sure, thank you. I run a small REIT investment firm called Leonberg Capital. We have a newsletter on Seeking Alpha called High Yield Landlord. I think it's the biggest REIT dedicated investment newsletter. But on top of that, we also work for some institutional investors helping them with their REIT investing. We occasionally work for the REITs themselves. Most recently, we worked for an Indian REIT called Embassy REIT that's co-sponsored by Blackstone ( BX ), helping them improve their investor relations. But yeah, our main focus is the REIT market. We are REIT specialists. We think it's a very attractive subsector with often mispriced opportunities as it's a niche that fits between real estate and stocks. And often you get opportunities to buy real estate at a steep discount via the REIT market. And that's why we...
Consumer staples companies sell things that people tend to buy regardless of the economic environment and stock market dynamics. They are looked at as safe-haven investments for that reason. But two of the industry's best-known companies are struggling today and, if you think long term, that is likely to be a buying opportunity. Here's why these two monster food stocks are buy-and-hold investments...
Consumer staples companies sell things that people tend to buy regardless of the economic environment and stock market dynamics. They are looked at as safe-haven investments for that reason. But two of the industry's best-known companies are struggling today and, if you think long term, that is likely to be a buying opportunity. Here's why these two monster food stocks are buy-and-hold investments for the next decade. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » 1. PepsiCo is the snack king PepsiCo (NASDAQ: PEP) is named after its famous soda brand. Beverages are a very important business, but the company is the No. 2 player in the beverage industry. It is the No. 1 company in salty snacks, however, with its Frito-Lay brand. It also has a material packaged food business in Quaker Oats. All in, it is one of the most diversified consumer staples food companies you can buy, with strong innovation, distribution, and marketing skills. And still the company's business, like all others, goes through good times and bad. Right now, PepsiCo is facing bad times, with top-line growth cooling after a spurt of inflation-driven growth coming out of the coronavirus pandemic. Frito-Lay is also facing some headwinds as snacking trends appear to be changing. This isn't the first time PepsiCo has dealt with adversity over the last 53 years. That's how long it has increased its dividend, proving that this Dividend King knows how to survive. You have to have a good business model that gets executed well in both good times and bad to achieve a dividend record like that. The key today is that PepsiCo isn't sitting around idle, hoping for things to change. It is focused on cutting costs, improving efficiencies, and adjusting its mix to better appeal to consumers. That last point includes everything from changing the size of its packages to buying entire companies, like Siete, which makes Mexican-Amer...
This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) jumped above a $1 trillion market value on Tuesday after UBS raised its price target sharply and said the memory chip maker could keep benefiting from AI demand. Micron shares rose as much as 18% intraday and were up 208% year to date, while the rally also lifted other memory chip names. Sandisk climbed 7%, Western Digital add...
This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) jumped above a $1 trillion market value on Tuesday after UBS raised its price target sharply and said the memory chip maker could keep benefiting from AI demand. Micron shares rose as much as 18% intraday and were up 208% year to date, while the rally also lifted other memory chip names. Sandisk climbed 7%, Western Digital added 9% and Seagate advanced 3%, helping the Nasdaq gain more than 1%. The move came after UBS lifted its target on Micron to $1,625 from $535, implying about 90% upside. The brokerage said Micron's long-term agreements across the industry and the structural shift in AI demand could support a higher valuation. Micron was also in focus after President Donald Trump praised the company at a rally in New York last week. Traders on Polymarket also assigned a 34% chance the U.S. government could buy a stake in Micron by year-end.
This article first appeared on GuruFocus. Qualcomm (NASDAQ:QCOM) shares climbed about 4% on Tuesday after a Bloomberg report said ByteDance Ltd. had lined up a large order for the company's artificial intelligence chips. The report said the TikTok owner plans to buy millions of Qualcomm application-specific integrated circuits, or ASICs, to support its AI agent software. The chips would mark one o...
This article first appeared on GuruFocus. Qualcomm (NASDAQ:QCOM) shares climbed about 4% on Tuesday after a Bloomberg report said ByteDance Ltd. had lined up a large order for the company's artificial intelligence chips. The report said the TikTok owner plans to buy millions of Qualcomm application-specific integrated circuits, or ASICs, to support its AI agent software. The chips would mark one of Qualcomm's first major customer wins in the AI accelerator market. For Qualcomm, the deal would add momentum to an effort to move beyond its core smartphone processor business and gain a larger role in AI infrastructure. The company has been pitching its AI-focused chips as part of that shift. Chief Executive Cristiano Amon said last month that Qualcomm was beginning to line up customers for the new chips. On the company's post-earnings call, he said Qualcomm had been in contact with several firms, though he did not name them.
When Nvidia Corp (NASDAQ:NVDA) reported one of the most lopsided quarters in corporate history this month, the stock barely flinched. The chip giant posted first-quarter revenue of $81.6 billion, up 85% year-over-year, alongside an $80 billion buyback expansion and a dividend hiked from a penny to 25 cents. Yet NVDA is up only around 13% on the year, well below its mid-May highs near $236. Why The...
When Nvidia Corp (NASDAQ:NVDA) reported one of the most lopsided quarters in corporate history this month, the stock barely flinched. The chip giant posted first-quarter revenue of $81.6 billion, up 85% year-over-year, alongside an $80 billion buyback expansion and a dividend hiked from a penny to 25 cents. Yet NVDA is up only around 13% on the year, well below its mid-May highs near $236. Why The Bull Case Holds Gavin Baker of Atreides Management, speaking on the All-In podcast, pushed back on the loudest bear narrative: that custom ASICs from Broadcom Inc (NASDAQ:AVGO) and the hyperscalers are eroding Nvidia’s moat. Stripping out China, he argued, Nvidia’s western data-center growth may actually be outpacing rivals, even with Broadcom guiding for roughly 143% growth. His sharper point was that competitors appear reluctant to submit custom chips to independent benchmarks like MLPerf, which he suggested implies they expect to lose. Nvidia indicated its CPU business is tracking toward $20 billion this year, a figure that would make it one of the world’s larger CPU makers almost overnight, Baker said. Baker also challenged the fear that GPUs go obsolete within two years, the write-down risk associated with investors like Michael Burry. Because inference is being disaggregated, he argued, older chips can sit behind specialized accelerators for decode tasks, potentially stretching their useful life toward 10 to 15 years, which he suggested helps explain why neo-clouds like CoreWeave Inc (NASDAQ:CRWV) can secure asset-backed financing near 6%. The Gravity The Tape Is Pricing Bond yields have climbed, with the U.S. 10-year touching 4.6%, while inflation forecasts have crept toward the 4% to 6% range and the narrative has shifted from rate cuts toward potential hikes. When risk-free yields rise, equity multiples tend to compress automatically. By that logic, Nvidia may be caught less in a fundamental story than in a broad repricing it cannot escape. Nvidia’s own product cy...
When Nvidia Corp (NASDAQ:NVDA) reported one of the most lopsided quarters in corporate history this month, the stock barely flinched. The chip giant posted first-quarter revenue of $81.6 billion, up 85% year-over-year, alongside an $80 billion buyback expansion and a dividend hiked from a penny to 25 cents. Yet NVDA is up only around 13% on the year, well below its mid-May highs near $236. Why The...
When Nvidia Corp (NASDAQ:NVDA) reported one of the most lopsided quarters in corporate history this month, the stock barely flinched. The chip giant posted first-quarter revenue of $81.6 billion, up 85% year-over-year, alongside an $80 billion buyback expansion and a dividend hiked from a penny to 25 cents. Yet NVDA is up only around 13% on the year, well below its mid-May highs near $236. Why The Bull Case Holds Gavin Baker of Atreides Management, speaking on the All-In podcast, pushed back on the loudest bear narrative: that custom ASICs from Broadcom Inc (NASDAQ:AVGO) and the hyperscalers are eroding Nvidia’s moat. Stripping out China, he argued, Nvidia’s western data-center growth may actually be outpacing rivals, even with Broadcom guiding for roughly 143% growth. His sharper point was that competitors appear reluctant to submit custom chips to independent benchmarks like MLPerf, which he suggested implies they expect to lose. Nvidia indicated its CPU business is tracking toward $20 billion this year, a figure that would make it one of the world’s larger CPU makers almost overnight, Baker said. Baker also challenged the fear that GPUs go obsolete within two years, the write-down risk associated with investors like Michael Burry. Because inference is being disaggregated, he argued, older chips can sit behind specialized accelerators for decode tasks, potentially stretching their useful life toward 10 to 15 years, which he suggested helps explain why neo-clouds like CoreWeave Inc (NASDAQ:CRWV) can secure asset-backed financing near 6%. The Gravity The Tape Is Pricing Bond yields have climbed, with the U.S. 10-year touching 4.6%, while inflation forecasts have crept toward the 4% to 6% range and the narrative has shifted from rate cuts toward potential hikes. When risk-free yields rise, equity multiples tend to compress automatically. By that logic, Nvidia may be caught less in a fundamental story than in a broad repricing it cannot escape. Nvidia’s own product cy...
Ministers should press ahead with a ban on zero-hours contracts, campaigners say, despite claims by business leaders that it would deter hiring and lock more young people out of the labour market. The Child Poverty Action Group and the union umbrella organisation the TUC were among eight signatories to a letter to the department of business and trade calling on the government to “ignore the noise”...
Ministers should press ahead with a ban on zero-hours contracts, campaigners say, despite claims by business leaders that it would deter hiring and lock more young people out of the labour market. The Child Poverty Action Group and the union umbrella organisation the TUC were among eight signatories to a letter to the department of business and trade calling on the government to “ignore the noise” from businesses, which want zero-hours contracts to remain. Last year, the Employment Rights Act gained royal assent, but many of the detailed provisions were left blank, allowing ministers to phase in implementation over a period of years. Peter Kyle, the business secretary, has overseen a delay in the launch of a planned consultation on zero-hours contracts that was due to begin in January. It is understood the department will ask for submissions before the end of the summer, before implementing new rules next year. Business leaders are concerned that delays in the consultation process will not give them time to adjust their workplace practices, if new rules are agreed. In the absence of a formal consultation process, the British Retail Consortium and UKHospitality, the lobby group for restaurants and hotels, have written to Kyle saying reduced flexibility in work contracts will lead to fewer jobs. A new report by the Institute of Directors showed 86% of business leaders believe the Employment Rights Act will have a negative impact on UK economic growth, up from 72% a year ago. On Tuesday, Lord Wolfson, chair of the retailer Next, said that while he was in favour of eliminating zero-hours contracts in most sectors, the new rules would prove costly for retailers “because the risk is you then have to contract for those hours for ever”. More than a million people in the UK work to a zero-hours contract, from hospitality and warehouses to the NHS. Hundreds of thousands of them have worked for the same employer for years, the TUC says. A report by the former health secretary ...
Micron and Marvell led tech and AI stocks higher Tuesday to start the holiday-shortened trading week, with Wall Street analysts suggesting there could be more gains ahead.
Micron and Marvell led tech and AI stocks higher Tuesday to start the holiday-shortened trading week, with Wall Street analysts suggesting there could be more gains ahead.
HP ( HPQ ) shares are on track to snap six straight sessions of gains on Tuesday, as the stock fell over 3% to $24.35 in afternoon trading. The Palo Alto-based company gained over 20% in the preceding six sessions. Overall, the stock has risen over 9% so far this year, almost in-line with the broader S&P 500 Index. HPQ is up nearly 24% over the past one month. The stock closed 15% higher on Friday...
HP ( HPQ ) shares are on track to snap six straight sessions of gains on Tuesday, as the stock fell over 3% to $24.35 in afternoon trading. The Palo Alto-based company gained over 20% in the preceding six sessions. Overall, the stock has risen over 9% so far this year, almost in-line with the broader S&P 500 Index. HPQ is up nearly 24% over the past one month. The stock closed 15% higher on Friday at $25.24 after PC maker Lenovo’s stronger-than-expected results boosted shares for peers. Dell ( DELL ) also closed nearly 17% higher on Friday. Looking at Seeking Alpha's Quant Rating, HPQ has a Hold rating with a score of 3.15 out of 5. The company received an A in the prospect of valuation, while it got an F in the growth factor. Turning to the Wall Street community, three analysts gave HPQ a Strong Buy, nine analysts have given the stock a Hold recommendation, and five recommended Sell or lower. Seeking Alpha analysts are bullish and see the stock as a Buy. Seeking Alpha analyst Philipp Brohl said that HPQ's free cash flow has remained stable over the past decade, supporting consistent EPS and dividend growth via aggressive buybacks. However, he added that despite attractive valuation and shareholder returns, HPQ is a Hold due to secular printer decline and commoditized, low-margin PC business. With memory price inflation and shortages intensifying, CPU shortages and price hikes also escalating, Morgan Stanley warned that the challenges that HPQ and the broader PC industry face are building. Meanwhile, with HPQ reporting its results for the second quarter on Wednesday, J.P. Morgan kept its Neutral rating but increased the price target to $22 from $19. "In relation to HPQ, we expect the robust demand drivers in PCs to set up the company for near-term upsides on earnings, with revenue upsides only partly offset pressures in relation to margins from memory-related headwinds," said J.P. Morgan analysts. More on HP HP Inc.: Cheap On Paper, Challenged In Reality HP Inc.: Gr...
When the owners of one New York City bar bet big on the Knicks, they didn’t expect to be cutting prices by a whopping 37%. As the New York Knicks prepared for Game 4 against the Cleveland Cavaliers in the Eastern Conference Finals, The Jeffrey, a beer garden on the Upper East Side, ran a promotion: For each point in the Knicks’ margin of victory, the bar would reduce patrons’ bills by 1%. The plan...
When the owners of one New York City bar bet big on the Knicks, they didn’t expect to be cutting prices by a whopping 37%. As the New York Knicks prepared for Game 4 against the Cleveland Cavaliers in the Eastern Conference Finals, The Jeffrey, a beer garden on the Upper East Side, ran a promotion: For each point in the Knicks’ margin of victory, the bar would reduce patrons’ bills by 1%. The plan was to draw a crowd. Then, Jalen Brunson and Karl-Anthony Towns powered the Knicks to a 130-93 win on Monday night, sending the team to the NBA Finals for the first time in 27 years — and earning lucky customers at The Jeffrey a 37% discount. The 37-point blowout was enough to wipe out not only the Cavs, but also any profits for The Jeffrey that night. “We took one for the team,” said Andrew Freedman , the bar’s co-founder, who is also a co-managing partner at the Olshan Frome Wolosky law firm. It’s a sentiment shared seemingly across the city after years of disappointment for Knicks fans. “We took a little bit of a hit, but for the Knicks to make it to their first Finals in 27 years, it was worth every penny,” Freedman said. The Knicks have dispatched opponents by double digits in all but one of their playoff victories, but Freedman said they went ahead with the marketing gambit anyway to join in the city’s frenzy. In an Instagram post before the game, The Jeffrey said that its promo was for “the believers” and that customers had to start their tab before halftime. “Win by 10? That’s 10% off,” the post read. “Win by 30? Don’t even want to think about it.” The total discount for customers amounted to $2,750, Freedman said. While he said the cost isn’t “chump change,” his team plans to draft plans for more promotions when the NBA Finals start June 3. One idea is to roll back prices to 1999, the last time the Knicks reached the Finals, or 1973, when the team last won the championship, he said. New York City has fully embraced Knicks fever. Many subway commuters Tuesday morni...
Kwarkot As Q1 earnings season comes to an end, investors are closely tracking updated quant ratings to evaluate opportunities across the REIT sector. The State Street Real Estate Select Sector SPDR ETF ( XLRE) has continued to outperform the broader market in 2026. The ETF has gained 10.87% year-to-date, compared with the S&P 500’s ( SP500 ) 9.17% return. During the first quarter, XLRE posted a 1....
Kwarkot As Q1 earnings season comes to an end, investors are closely tracking updated quant ratings to evaluate opportunities across the REIT sector. The State Street Real Estate Select Sector SPDR ETF ( XLRE) has continued to outperform the broader market in 2026. The ETF has gained 10.87% year-to-date, compared with the S&P 500’s ( SP500 ) 9.17% return. During the first quarter, XLRE posted a 1.11% gain, while the S&P 500 declined 4.81%. The REIT sector remains sensitive to interest rate movements and housing market conditions. The SA analyst highlighted that Freddie Mac reported on May 21 that the average 30-year fixed mortgage rate increased to 6.51% from 6.36% in the prior week, though it stayed below the 6.86% level recorded a year ago. Post-earnings quant scorecard: Below is a summary of large- and mega-cap REIT stocks ranked by their latest quant scores. Top-quant rated stocks: Host Hotels & Resorts ( HST ), Quant Rating: 4.70, Strong Buy. Jones Lang LaSalle ( JLL ), Quant Rating: 4.50, Strong Buy. Omega Healthcare Investors ( OHI ), Quant Rating: 4.44, Buy. Kimco Realty ( KIM ), Quant Rating: 4.16, Buy. Sun Hung Kai Properties ( SUHJY ), Quant Rating: 4.05, Buy. Bottom-quant-rated stocks: Crown Castle ( CCI ), Quant Rating: 1.13, Strong Sell. SBA Communications ( SBAC ), Quant Rating: 1.22, Strong Sell. BXP ( BXP ), Quant Rating: 1.66, Strong Sell. Camden Property Trust ( CPT ), Quant Rating: 1.72, Strong Sell. American Tower ( AMT ), Quant Rating: 1.77, Strong Sell. More on State Street® Real Estate Select Sector SPDR® ETF, Host Hotels & Resorts, etc. Weekly Market Pulse: The Real Deal Camden Property Trust: An Investment-Grade Apartment REIT Betting On Sunbelt Growth Host Hotels & Resorts, Inc. (HST) Shareholder/Analyst Call Prepared Remarks Transcript REIT stocks Q1 wrap-up: Here are top mid-cap quant-rated winners and losers Watch top & bottom Quant-rated REIT small-cap stocks post Q1 earnings season
Key Points Upstart demonstrated a powerful recovery in FY 2025 with nearly 59% revenue growth and a return to profitability. LendingClub maintains a more stable profile with its banking charter and significantly higher net margins. Which fintech pioneer deserves a spot in your portfolio as digital lending continues to evolve? 10 stocks we like better than Upstart › Upstart (NASDAQ:UPST) and Lendin...
Key Points Upstart demonstrated a powerful recovery in FY 2025 with nearly 59% revenue growth and a return to profitability. LendingClub maintains a more stable profile with its banking charter and significantly higher net margins. Which fintech pioneer deserves a spot in your portfolio as digital lending continues to evolve? 10 stocks we like better than Upstart › Upstart (NASDAQ:UPST) and LendingClub (NYSE:LC) are fighting for dominance in the digital lending space. Both companies leverage technology to streamline personal loans, but their business models and risk profiles vary significantly. Upstart operates as an artificial intelligence marketplace that connects borrowers with various banking partners. LendingClub functions as a digital marketplace bank, holding more loans on its own balance sheet after acquiring a banking charter. This difference in how they fund and hold loans defines their financial health and market perception. The case for Upstart Upstart uses proprietary models to evaluate credit-worthiness for personal, auto, and home equity loans. It primarily acts as a middleman, selling its technology services to more than 100 bank and credit union partners. Customer concentration like this adds a layer of risk to the business, as fees from its top three lending partners accounted for 61% of total revenue in 2025. In FY 2025, revenue reached approximately $1.1 billion, representing a significant revenue growth rate of nearly 58.9% over the previous year. The company reported a net income of close to $53.6 million, marking a return to profitability after substantial net losses in 2024. This recovery followed a challenging period of rising interest rates that temporarily slowed lending activity across the fintech sector. As of its December 2025 balance sheet, the debt-to-equity ratio was roughly 2.3x, meaning the company uses more borrowed funds than its own capital. The current ratio, which measures the ability to pay short-term debts with current asset...
October NY world sugar #11 (SBV24) today is down -0.12 (-0.61%), and Oct London ICE white sugar #5 (SWV24) is down -0.90 (-0.16%). Sugar prices today are mildly lower, weighed down by weakness in crude prices. Aug WTI crude (CLQ24) fell to a 3-week low today, which undercuts ethanol prices and may prompt global sugar mills to divert more cane crushing to sugar production rather than ethanol, thus ...
October NY world sugar #11 (SBV24) today is down -0.12 (-0.61%), and Oct London ICE white sugar #5 (SWV24) is down -0.90 (-0.16%). Sugar prices today are mildly lower, weighed down by weakness in crude prices. Aug WTI crude (CLQ24) fell to a 3-week low today, which undercuts ethanol prices and may prompt global sugar mills to divert more cane crushing to sugar production rather than ethanol, thus boosting sugar supplies. On Monday, sugar prices fell to a 3-week low on robust sugar output in Brazil, the world's largest producer. Last Thursday, Unica reported that Brazil's sugar production for the 2024/25 crop year through June was up +15.7% y/y at 14.2 MMT. Also, the percentage of Brazil's 2024/25 sugar cane crop crushed for sugar rose to 48.72% from 47.69% last year. Sugar prices are also under pressure after the Indian Sugar and Bio-energy Manufacturers Association (ISM) on July 3 reported India's 2023/24 sugar reserves at 9.1 MMT and reported a surplus of 3.6 MMT. The group also urged the government to allow increased exports of surplus sugar. India has restricted sugar exports since October 2023 to maintain adequate domestic supplies. India allowed mills to export only 6.1 MMT of sugar during the 2022/23 season to September 30 after allowing exports of a record 11.1 MMT in the previous season. Separately, the Indian Sugar and Bioenergy Manufacturers Association reported on May 13 that India's 2023/24 sugar production from Oct-Apr fell -1.6% y/y to 31.4 MMT. Below-normal monsoon rain in India, the world's second-largest sugar producer, supports sugar prices. The Indian Meteorological Department reported Monday that India received 287.7 mm of rain during the current monsoon season as of July 15, down -2% from the comparable long-term average of 294.2 mm. Record heat in Thailand that may damage the country's sugarcane crops is bullish for sugar prices. On May 6, Thailand's Meteorological Department said that more than three dozen of Thailand's 77 provinces posted re...
XRP (CRYPTO: XRP) is trading around $1.35 after a difficult stretch for the crypto market, while Nvidia (NASDAQ: NVDA) is near its record high as AI infrastructure demand continues to surge. Both are solid investment options, but they represent very different growth stories heading into 2030. We asked ChatGPT, Grok, Gemini, and Claude whether a ... We Asked 4 AI Models If $10,000 In XRP Beats $10,...
XRP (CRYPTO: XRP) is trading around $1.35 after a difficult stretch for the crypto market, while Nvidia (NASDAQ: NVDA) is near its record high as AI infrastructure demand continues to surge. Both are solid investment options, but they represent very different growth stories heading into 2030. We asked ChatGPT, Grok, Gemini, and Claude whether a ... We Asked 4 AI Models If $10,000 In XRP Beats $10,000 In Nvidia by 2030