President Donald Trump onstage at the Treasury Department's Trump Accounts Summit, in Washington, Jan. 28, 2026. Kevin Lamarque | Reuters Starting in July, Trump Accounts will give parents a new option to save and invest for their children's future. But other tax-advantaged savings and investment vehicles already exist — and are often underutilized. For example, only about 23% of parents currently...
President Donald Trump onstage at the Treasury Department's Trump Accounts Summit, in Washington, Jan. 28, 2026. Kevin Lamarque | Reuters Starting in July, Trump Accounts will give parents a new option to save and invest for their children's future. But other tax-advantaged savings and investment vehicles already exist — and are often underutilized. For example, only about 23% of parents currently use 529 college savings plans , according to a recent report by Edward Jones , a financial services firm. Saving for a child's education is a top financial priority, "yet it's never priority No. 1," said certified financial planner Andy Esser, an advisor at Edward Jones. Still, for families exploring their savings options ahead of the July 4 launch of Trump Accounts, "529s are a good fallback — if not one of the better vehicles — because of the tax advantages," Esser said. How 529 plans work Savings in a 529 plan grow tax-free, and withdrawals for qualified expenses are tax-free. Plus, you may get a state tax deduction or credit for your contribution. Contributions to 529 plans generally are invested in mutual funds that contain a mix of stocks, bonds and cash-like investments. Often, that mix becomes more conservative as your child ages. Read more CNBC personal finance coverage Social Security 'break-even' claims get social media buzz — experts urge caution 'Survivor's penalty' can affect retirees after a spouse dies. What to expect This federal program trains older workers. The Trump administration wants to cut it Trump said $465,000 in retirement savings is 'rich.' Is it? CNBC's Financial Advisor 100: Best financial advisors, top firms ranked Under the provisions in the "One Big Beautiful Bill," which President Donald Trump signed into law last year, there are also more eligible expenses for using funds from 529 plans. The money can now not only be used for two- or four-year college and graduate school but also for vocational and credentialing programs and apprenticeshi...
Such projects would have seemed pipe dreams twenty years ago. “It’s an amazing time for the city of Brownsville to be known as a place for investment, for innovation, for opportunity,” Cowen said. SpaceX did not respond to a request for comment for this story. He’s particularly hopeful about other industrial projects coming to the area in SpaceX’s wake — something he attributes to the company’s “a...
Such projects would have seemed pipe dreams twenty years ago. “It’s an amazing time for the city of Brownsville to be known as a place for investment, for innovation, for opportunity,” Cowen said. SpaceX did not respond to a request for comment for this story. He’s particularly hopeful about other industrial projects coming to the area in SpaceX’s wake — something he attributes to the company’s “aura” of innovation and success. In 2023, construction began on a 984-acre liquefied natural gas export terminal near the Port of Brownsville. President Donald Trump this March announced the development of a $300-billion oil refinery at the port, which could bring 500 full-time jobs. There’s even talk of a possible shipbuilding facility to make autonomous vessels for the US Navy. “There was a little bit of a shock to the system, but I think it’s stabilized,” said Mayor John Cowen, a sixth-generation resident of the area. “I think people are, for the most part, very appreciative of them being here, and we’re excited about the growth that we’re seeing.” The SpaceX initial public offering, aiming to raise about $75 billion, will mint millionaires among the company’s more than 3,000 local employees. Brownsville civic and business leaders are trying to make that more of a blessing than a curse for their once-sleepy city. But the new money flowing into Brownsville has created both winners and losers — a dynamic sure to be turbocharged when SpaceX goes public this summer. Many longtime residents can’t afford the new eateries, which sit alongside old shops serving Mexican customers from Matamoros, just across the Rio Grande. Housing prices — still cheap by national standards — are rising fast, even as construction ramps up. A lot has changed in Brownsville, Texas, since the private aerospace giant moved in a decade ago, building a bustling spaceport nearby on the Gulf of Mexico shore. Two French restaurants opened in the city’s dusty downtown, catering to the newcomers. The beach lo...
Image source: The Motley Fool. Tuesday, May 19, 2026 at 11:30 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Thomas Philip Majewski Senior Principal and Portfolio Manager — Daniel Ko Chief Accounting Officer — Lena Umnova Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Asset Value (NAV) -- $11.99 per share at quarter end, down from $13.31 per share ...
Image source: The Motley Fool. Tuesday, May 19, 2026 at 11:30 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer — Thomas Philip Majewski Senior Principal and Portfolio Manager — Daniel Ko Chief Accounting Officer — Lena Umnova Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Asset Value (NAV) -- $11.99 per share at quarter end, down from $13.31 per share at prior year end, primarily due to negative mark-to-market adjustments on CLO debt holdings. -- $11.99 per share at quarter end, down from $13.31 per share at prior year end, primarily due to negative mark-to-market adjustments on CLO debt holdings. GAAP Return on Equity -- Negative 7.2% reflecting the impact of wider spreads and weaker risk appetite for CLO junior debt. -- Negative 7.2% reflecting the impact of wider spreads and weaker risk appetite for CLO junior debt. Net Investment Income (NII) -- $0.36 per share, an increase from $0.35 per share in the prior period; both figures exceeded per-share distribution payments of $0.33. -- $0.36 per share, an increase from $0.35 per share in the prior period; both figures exceeded per-share distribution payments of $0.33. Recurring Portfolio Cash Flows -- $40 million, or $0.62 per share, exceeding both distributions and total expenses. -- $40 million, or $0.62 per share, exceeding both distributions and total expenses. New Investment Deployment -- $56 million invested at a weighted average effective yield of 16.0%, spanning multiple credit asset classes. -- $56 million invested at a weighted average effective yield of 16.0%, spanning multiple credit asset classes. Share Repurchases -- Nearly 390,000 shares repurchased at a 19.3% average discount to NAV, generating NAV accretion of $0.04 per share in the quarter. -- Nearly 390,000 shares repurchased at a 19.3% average discount to NAV, generating NAV accretion of $0.04 per share in the quarter. Cumulative Buybacks -- Since June 2025, $50 million in common shares repurchased at ...
The world's largest exchange-traded fund, SPDR S&P 500 ETF Trust ( SPY ), saw inflows of $3.59B for the week ended May 15, while its price remained flat%. SPDR Gold Shares ETF ( GLD ) posted inflows totaling $523.03M this week, while GLD prices fell 3.99% during the week. iShares Silver Trust ETF ( SLV ) saw inflows of $468.03M, compared to the previous week’s outflows. On the other hand, iShares ...
The world's largest exchange-traded fund, SPDR S&P 500 ETF Trust ( SPY ), saw inflows of $3.59B for the week ended May 15, while its price remained flat%. SPDR Gold Shares ETF ( GLD ) posted inflows totaling $523.03M this week, while GLD prices fell 3.99% during the week. iShares Silver Trust ETF ( SLV ) saw inflows of $468.03M, compared to the previous week’s outflows. On the other hand, iShares Bitcoin Trust ETF ( IBIT ) saw outflows of $208.18M last week, while Bitcoin ( BTC-USD ) price slipped 2.93% during the same period. Last week’s inflows/outflows The 11 S&P 500 sector tracking ETFs collectively recorded outflows of about $873.10M last week, according to the data from etfdb.com. The largest outflows were seen in the Energy Select Sector SPDR Fund ( XLE ), totaling $548.54M, followed by the Industrial Select Sector SPDR Fund ( XLI ) with $410.67M in outflows, and the Utilities Select Sector SPDR Fund ( XLU ), which recorded $269.68M in outflows. The majority of the sectors recorded outflows during the week. On the other hand, the top sector inflows were led by the Consumer Discretionary Select Sector SPDR Fund ( XLY ), which recorded $303.22M, followed by the Consumer Staples Select Sector SPDR Fund ( XLP ) with $256.61M and the Health Care Select Sector SPDR Fund ( XLV ) at $140.79M. Breakdown of S&P 500 sector fund flows: Name of fund Ticker Flows Consumer Discretionary Select Sector SPDR Fund ( XLY ) $303.22M Consumer Staples Select Sector SPDR Fund ( XLP ) $256.61M Health Care Select Sector SPDR Fund ( XLV ) $140.79M Materials Select Sector SPDR Fund ( XLB ) $139.38M Real Estate Select Sector SPDR Fund ( XLRE ) $24.11M Financial Select Sector SPDR Fund ( XLF ) ($169.01M) Communication Services Select Sector SPDR Fund ( XLC ) ($169.41M) Technology Select Sector SPDR Fund ( XLK ) ($169.90M) Utilities Select Sector SPDR Fund ( XLU ) ($269.68M) Industrial Select Sector SPDR Fund ( XLI ) ($410.67M) Energy Select Sector SPDR Fund ( XLE ) ($548.54M) Click to enl...
SpaceX has its headquarters near a small town in Texas and as we approach the company's IPO, the people of Brownsville are waiting to see if Main Street will benefit (Source: Bloomberg)
SpaceX has its headquarters near a small town in Texas and as we approach the company's IPO, the people of Brownsville are waiting to see if Main Street will benefit (Source: Bloomberg)
Apple (NASDAQ: AAPL) is entering a pivotal new chapter as Tim Cook prepares to step aside and John Ternus takes over. The stock's calm reaction suggests investors see continuity, but Apple's AI catch-up, premium valuation, and next product cycle could decide whether this transition becomes a major catalyst or a costly test. Stock prices used were the market prices of May 13, 2026. The video was pu...
Apple (NASDAQ: AAPL) is entering a pivotal new chapter as Tim Cook prepares to step aside and John Ternus takes over. The stock's calm reaction suggests investors see continuity, but Apple's AI catch-up, premium valuation, and next product cycle could decide whether this transition becomes a major catalyst or a costly test. Stock prices used were the market prices of May 13, 2026. The video was published on May 17, 2026. Continue reading
Social Security is one of America's most important social programs, serving over 54.3 million retirees and helping keep many of them financially afloat in retirement. However, your involvement with Social Security begins well before you claim benefits. This might be a shocker, but Social Security isn't perfect. It has a lot of moving parts, and sometimes things get messed up along the way. One way...
Social Security is one of America's most important social programs, serving over 54.3 million retirees and helping keep many of them financially afloat in retirement. However, your involvement with Social Security begins well before you claim benefits. This might be a shocker, but Social Security isn't perfect. It has a lot of moving parts, and sometimes things get messed up along the way. One way to help prevent potential errors from compounding is to be knowledgeable about your Social Security Statement (Statement). Let's walk through what you should know about it. Accessing your Social Security Statement The first step in accessing your Statement is to create an official account on the Social Security Administration's website (SSA.gov). This online account will be your virtual one-stop shop for accessing information about your work history and potential benefits. The Statement should have a section that provides estimates of your monthly benefit based on the age at which you claim benefits. Claiming at your full retirement age means receiving your "baseline" benefit, called your primary insurance amount (PIA). Anyone born in 1960 or later has a full retirement age of 67, but you can begin claiming benefits at 62 or delay them past your full retirement age until you reach 70. If your full retirement age is 67 and you claim benefits at 62, your PIA will be reduced by 30%. If you delay benefits until you turn 70, they'll be increased by 24%. Pay attention to your earnings record In addition to when you claim, your Social Security benefit is determined by your career earnings. The SSA uses the 35 years with your highest earnings and applies a formula to calculate your monthly benefit. That's why you should pay extra attention to your earnings record on your Statement, which lists your annual earnings for every year you worked. If you have an employer, they report this info to the SSA; if you're self-employed, you automatically report it when you file taxes. You want ...
$SPY stock has fallen 0.8% today, according to our price data from Polygon. It has been dragged by AMD stock falling 3.1%. Here are some of the largest contributors to SPY's losses: $AMZN (4.1% of SPY holdings) has fallen 3.5% $GOOGL (3.6%) has fallen 2.5% $AVGO (3.2%) has fallen 2.4% $GOOG (2.9%) has fallen 2.4% $NVDA (8.6%) has fallen 0.7% $TSLA (1.9%) has fallen 3.0% $MSFT (4.9%) has fallen 1.0...
$SPY stock has fallen 0.8% today, according to our price data from Polygon. It has been dragged by AMD stock falling 3.1%. Here are some of the largest contributors to SPY's losses: $AMZN (4.1% of SPY holdings) has fallen 3.5% $GOOGL (3.6%) has fallen 2.5% $AVGO (3.2%) has fallen 2.4% $GOOG (2.9%) has fallen 2.4% $NVDA (8.6%) has fallen 0.7% $TSLA (1.9%) has fallen 3.0% $MSFT (4.9%) has fallen 1.0% $AMD (1.1%) has fallen 3.1% $META (2.1%) has fallen 1.3% $CSCO (0.7%) has fallen 2.8% You can track more data on $SPY on Quiver Quantitative's $SPY data dashboard. Quiver Alerts Receive SPY Data Alerts Get market-moving data, filings, and signals for SPY in real time. Sign Up $AMD Insider Trading Activity $AMD insiders have traded $AMD stock on the open market 84 times in the past 6 months. Of those trades, 0 have been purchases and 84 have been sales. Here’s a breakdown of recent trading of $AMD stock by insiders over the last 6 months: LISA T SU (Chair, President & CEO) has made 0 purchases and 51 sales selling 460,000 shares for an estimated $126,270,296 . . MARK D PAPERMASTER (Chief Technology Officer & EVP) has made 0 purchases and 5 sales selling 70,756 shares for an estimated $21,297,940 . . FORREST EUGENE NORROD (EVP & GM DESG) has made 0 purchases and 8 sales selling 38,900 shares for an estimated $8,678,264 . . JEAN X. HU (EVP, CFO and Treasurer) has made 0 purchases and 16 sales selling 34,462 shares for an estimated $7,069,321 . . PAUL DARREN GRASBY (EVP & CSO) has made 0 purchases and 2 sales selling 17,500 shares for an estimated $3,724,225 . . AVA HAHN (SVP, GC & Corporate Secretary) has made 0 purchases and 2 sales selling 2,728 shares for an estimated $629,267. To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint. $AMD Analyst Ratings Wall Street analysts have issued reports on $AMD in the last several mon...
$QQQ stock has fallen 1.0% today, according to our price data from Polygon. It has been dragged by AMZN stock falling 3.5%. Here are some of the largest contributors to QQQ's losses: $AMZN (4.7% of QQQ holdings) has fallen 3.5% $TSLA (3.6%) has fallen 3.0% $AMD (3.3%) has fallen 3.1% $GOOGL (3.8%) has fallen 2.5% $GOOG (3.5%) has fallen 2.4% $AVGO (3.4%) has fallen 2.4% $NVDA (9.4%) has fallen 0.7...
$QQQ stock has fallen 1.0% today, according to our price data from Polygon. It has been dragged by AMZN stock falling 3.5%. Here are some of the largest contributors to QQQ's losses: $AMZN (4.7% of QQQ holdings) has fallen 3.5% $TSLA (3.6%) has fallen 3.0% $AMD (3.3%) has fallen 3.1% $GOOGL (3.8%) has fallen 2.5% $GOOG (3.5%) has fallen 2.4% $AVGO (3.4%) has fallen 2.4% $NVDA (9.4%) has fallen 0.7% $CSCO (2.1%) has fallen 2.8% $MSFT (5.0%) has fallen 1.0% $LRCX (1.7%) has fallen 2.8% You can track more data on $QQQ on Quiver Quantitative's $QQQ data dashboard. Quiver Alerts Receive QQQ Data Alerts Get market-moving data, filings, and signals for QQQ in real time. Sign Up $AMZN Insider Trading Activity $AMZN insiders have traded $AMZN stock on the open market 61 times in the past 6 months. Of those trades, 0 have been purchases and 61 have been sales. Here’s a breakdown of recent trading of $AMZN stock by insiders over the last 6 months: ANDREW R JASSY (President and CEO) has made 0 purchases and 12 sales selling 102,096 shares for an estimated $24,915,129 . . DOUGLAS J HERRINGTON (CEO Worldwide Amazon Stores) has made 0 purchases and 19 sales selling 72,954 shares for an estimated $17,891,323 . . DAVID ZAPOLSKY (Senior Vice President) has made 0 purchases and 12 sales selling 38,419 shares for an estimated $8,205,080 . . MATTHEW S GARMAN (CEO Amazon Web Services) has made 0 purchases and 10 sales selling 35,519 shares for an estimated $7,496,787 . . JONATHAN RUBINSTEIN has made 0 purchases and 2 sales selling 7,555 shares for an estimated $2,012,552 . . SHELLEY REYNOLDS (Vice President) has made 0 purchases and 4 sales selling 2,695 shares for an estimated $554,892 . . DANIEL P HUTTENLOCHER sold 1,237 shares for an estimated $280,316 KEITH BRIAN ALEXANDER sold 900 shares for an estimated $183,492 To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative ...
Chinnapong/iStock Editorial via Getty Images Senator Elizabeth Warren has raised fresh concerns over granting national trust charters to companies that do not qualify under the National Bank Act. Warren sent a letter to the chief officer of the Office of the Comptroller of the Currency, Jonathan Gould, questioning his decision. "Since December 2025, you have approved at least nine national trust c...
Chinnapong/iStock Editorial via Getty Images Senator Elizabeth Warren has raised fresh concerns over granting national trust charters to companies that do not qualify under the National Bank Act. Warren sent a letter to the chief officer of the Office of the Comptroller of the Currency, Jonathan Gould, questioning his decision. "Since December 2025, you have approved at least nine national trust charters for crypto companies that intend to engage in activities that appear to go far beyond the narrow set of activities permitted by law," wrote the Senator. "These companies are effectively crypto banks that want to evade the fundamental safeguards and obligations that come with being a bank," wrote Warren. In December last year, the OCC gave conditional approval for five national trust bank charter applications, including for Circle Internet Group's ( CRCL ) First National Digital Currency Bank and Ripple National Trust Bank. Also the OCC approved applications to convert a state trust company to a national trust bank for BitGo Bank & Trust, National Association ( BTGO ); Fidelity Digital Assets, National Association; and Paxos Trust Company, National Association. In April, Coinbase ( COIN ) said it secured conditional approval from the regulator to establish a national trust company charter. In February, Crypto.com said it received a conditional approval to charter Foris Dax National Trust Bank, doing business as Crypto.com National Trust Bank. "Many of the business plans do not include specific fiduciary trust activities and none imply that bona fide fiduciary trust activities would be the primary business of the trust company. The business plans include language that suggests the companies intend to engage in non-fiduciary custodial activities, facilitating payments and lending activities, and conducting stablecoin activities closely related to deposit-taking," noted Warren. Crypto ETFs: ( BITW ), ( BITQ ), ( GDLC ), ( BLOX ), ( STCE ), ( FDIG ), ( LFGY ), ( CRPT ), ...
A deal between a New York hotel union and an hospitality industry group is set to boost the earnings of hotel housekeepers to more than $100,000, as part of a pact to avoid threatened strike action during the Fifa World Cup beginning in June. The eight-year contract agreement between the Hotel and Gaming Trades Council – representing 27,000 hotel workers – and the Hotel Association of New York Cit...
A deal between a New York hotel union and an hospitality industry group is set to boost the earnings of hotel housekeepers to more than $100,000, as part of a pact to avoid threatened strike action during the Fifa World Cup beginning in June. The eight-year contract agreement between the Hotel and Gaming Trades Council – representing 27,000 hotel workers – and the Hotel Association of New York City, which represents 250 hotels, establishes 50% wage raises along with free family healthcare, increased pension contributions, new benefit funds and expanded rights at work, union officials said. The terms of the deal were announced on Monday, on the same day that unions representing Long Island railroad workers called off a strike that had for three days crippled the rail transport system into the city. The hotel workers’ deal will raise the housekeepers’ pay of nearly $40 an hour to more than $61 hourly over eight years. “Wage increases were our primary focus in this contract cycle because the cost of living for our members has been increasing so dramatically,” the union’s president, Rich Maroko, told the New York Times. The hotel association’s president, Vijay Dandapani, said in a statement to the Guardian that his group was “proud the New York hotel industry will continue to provide the best pay and benefits in the country”. But Dandapani also cautioned that the group’s members were facing “tremendous economic headwinds” and exceptionally high taxes. He said 20,000 hotel rooms had been lost since the Covid-19 pandemic, and demand had not fully recovered. Anticipated demand for hotel rooms for the World Cup has failed to materialize. Data from the commercial real estate company CoStar shows that bookings at many hotels in New York City area are only about one-third filled, or nearly 12% below levels in 2025. New York City’s mayor, Zohran Mamdani, said recently that soccer fans may be waiting until second-round matchups are finalized. Eight games are scheduled for the ar...
Equitable Holdings ( EQH ) is likely to announce a dividend increase in May, continuing its 7-year streak of consecutive dividend growth based on historical trends. Analysts expect a consensus annual dividend of $2.64 per share, implying a quarterly dividend of nearly $0.66, which would represent a 144.4% increase from the prior payout of $0.27. The company last declared a dividend of $0.27 per sh...
Equitable Holdings ( EQH ) is likely to announce a dividend increase in May, continuing its 7-year streak of consecutive dividend growth based on historical trends. Analysts expect a consensus annual dividend of $2.64 per share, implying a quarterly dividend of nearly $0.66, which would represent a 144.4% increase from the prior payout of $0.27. The company last declared a dividend of $0.27 per share in February 2026, representing an annual yield of 2.52%, and raised its dividend last May by nearly 12.5% to $0.27 from $0.24. The financial services company has delivered a 5-year dividend growth rate of approximately 9.69% and maintains an annual payout ratio of 51%. The company holds a C rating for dividend yield. Investors should note that Equitable Holdings ( EQH ) is expected to report its Q2 2026 financial results on August 4, 2026, after market close. More on Equitable Holdings Equitable Holdings, Inc. (EQH) Q1 2026 Earnings Call Transcript Equitable Holdings, Inc. 2026 Q1 - Results - Earnings Call Presentation Equitable: Private Credit Fears Are Overdone Corebridge, Equitable reveal leadership team for $1.5T mega-merger Equitable outlines Corebridge merger with $500M expense synergies and 10%+ EPS accretion by year-end 2028
The near-standstill at the Strait of Hormuz has forced countries to get much-needed energy products via routes that were relatively quiet only a few months ago.
The near-standstill at the Strait of Hormuz has forced countries to get much-needed energy products via routes that were relatively quiet only a few months ago.
allanswart/iStock via Getty Images Introduction Nebius ( NBIS ) has posted a strong price return since I last reviewed it , and the latest quarterly earnings have apparently reinforced the bullish take behind the firm’s meteoric rise. With that in mind, I want to dive into the latest earnings and see if my thesis on Nebius and the overall Neocloud industry needs to be reviewed. Current Dynamics Fi...
allanswart/iStock via Getty Images Introduction Nebius ( NBIS ) has posted a strong price return since I last reviewed it , and the latest quarterly earnings have apparently reinforced the bullish take behind the firm’s meteoric rise. With that in mind, I want to dive into the latest earnings and see if my thesis on Nebius and the overall Neocloud industry needs to be reviewed. Current Dynamics First, Nebius posted an incredible double beat with revenue coming in at $399MM, a 684% Y/Y increase, and a beat of $10.43MM. On the bottom line, that’s where the big surprise came as Q1 GAAP EPS reached $2.11, an astonishing beat of $2.82. The AI revenue segment reached $390MM as CEO Arkady Volozh stated that the company is still seeing unprecedented demand for compute . As such, Nebius also announced that it has secured up to 1.2 GW of power and land for a new, owned AI factory at a site in Pennsylvania. This gave the firm an ARR of $1.92B, which is in line with the consensus of between $1.7B and $2B. Furthermore, the adj. EBITDA margin figure was much better than anticipated at 45% , while the consensus was between 25 and 30%. Though adjusted net loss came out to $100.3MM, 20% wider than the past year. It is fair to say that on an operational basis, this was a strong rebuttal to the bear case, as pricing is firm, utilization is high, capacity is sold out, and the margin trajectory that bulls have been promising for 2 years has materialized in one quarter. It would be delusional to say that the print confirmed my bearish view on an operational basis; however, when I work through the financial structure, I’ll say that the bearish view is not invalidated but rather reshaped. Though I underestimated the speed at which Nebius could convert capacity additions into margin expansion, as the firm demonstrated that the operating leverage in the business model is real and arrives faster than credited. I also underestimated the pricing power the firm could garner, as it is filling pre...
This article first appeared on GuruFocus. Tesla (TSLA, Financials) is getting more attention for its energy business as investors look for growth beyond electric vehicles. Tesla Energy generated about $12.7 billion in revenue in 2025, up 27% from a year earlier. The business accounted for about 13% of total revenue and delivered margins near 30%, making it one of Tesla's most important profit driv...
This article first appeared on GuruFocus. Tesla (TSLA, Financials) is getting more attention for its energy business as investors look for growth beyond electric vehicles. Tesla Energy generated about $12.7 billion in revenue in 2025, up 27% from a year earlier. The business accounted for about 13% of total revenue and delivered margins near 30%, making it one of Tesla's most important profit drivers. The first quarter was weaker. Storage deployments fell to 8.8 gigawatt-hours, down 38% from the previous quarter and below analyst expectations. Energy revenue also declined 12% from a year earlier to $2.41 billion. Tesla said the slowdown was tied to project timing rather than weaker demand. Investors will want to see a rebound as the company prepares Megapack 3 and its new Houston Megafactory. The opportunity is meaningful, especially as utilities and data centers need more battery storage. But Tesla's valuation remains demanding at about 150 times forward earnings.
Jacobs (J) could see stronger growth in H2 as data center demand, Life Sciences work, US infrastruct Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Jacobs (J) could see stronger growth in H2 as data center demand, Life Sciences work, US infrastruct Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
KanawatTH/iStock via Getty Images I've covered Main Street Capital Corporation ( MAIN ) a few times since I started writing for Seeking Alpha. I have a long position in MAIN. It is actually one of my leading business development company ("BDC") positions. But I haven't been buying for quite some time now. I explained that in my previous article published in January. I rated MAIN a hold then. As wi...
KanawatTH/iStock via Getty Images I've covered Main Street Capital Corporation ( MAIN ) a few times since I started writing for Seeking Alpha. I have a long position in MAIN. It is actually one of my leading business development company ("BDC") positions. But I haven't been buying for quite some time now. I explained that in my previous article published in January. I rated MAIN a hold then. As with all BDC investors, there were some broad risks. But the key factor was MAIN's overwhelming premium. Don't get me wrong, I've always liked MAIN's business. But in the investing world, business is just one side. Valuation is the other. That's why I stopped buying, and it was a good decision. Since then, MAIN's stock price has declined by almost 16%. Seeking Alpha Now, I think that many things have changed. I have new financial data for MAIN's Q1 2026. And I also see a much more attractive valuation. I will say right from the get-go: I'm upgrading MAIN to a Strong Buy. I expect solid double-digit total returns with MAIN. In this article I will explain why. I will start with the earnings review. MAIN Is Stronger Than You Think Great dividend coverage (regular) I think MAIN was very generous to its shareholders over the years. I see that its supplemental dividends are almost half of regular payments. That's a lot. How's MAIN's regular dividend coverage? I see it amounted to 128%. That's much more than what I typically observed during the last couple of months. Even in top-tier BDCs. MAIN's Investor Presentation But many shareholders (me too) also care about supplementals. What's the obvious conclusion? I see that MAIN's DNII doesn't cover the total dividend. But I don't consider it a deal-breaker. Why? How can I think that? I'm also a BDC investor, and yes, I care about income. But I also care about the NAV growth. I will continue this thought in the next point. MAIN keeps growing its NAV despite the odds I was very happy to see that MAIN's NAV increased. Again. I see it grew...
The 119th Congress might be one of the most dysfunctional and least productive legislative sessions in the 250-year history of the United States, but it seems there's one thing it can agree on: Electric vehicles don't cost their owners enough money. The Transportation and Infrastructure committee has published its bill to fund surface transportation for the next half-decade, and among the provisio...
The 119th Congress might be one of the most dysfunctional and least productive legislative sessions in the 250-year history of the United States, but it seems there's one thing it can agree on: Electric vehicles don't cost their owners enough money. The Transportation and Infrastructure committee has published its bill to fund surface transportation for the next half-decade, and among the provisions in the "Building Unrivaled Infrastructure and Long-term Development for America’s 250th Act" is an annual fee levied against owners of EVs. “I’m extremely proud of the historic level of investment in America’s bridges—at more than $50 billion, it’s the largest such investment in our history. And the BUILD America 250 Act ensures that electric vehicle owners begin paying their fair share for the use of our roads," said committee chairperson Sam Graves (R-Mo.). Should the bill pass—and it enjoys support from the Democratic Party, too—you will be required to pay a $130 federal registration fee to drive an EV. And starting in 2029, that fee will increase by $5 each year until it reaches $150. Plug-in hybrids don't escape untaxed, either; the fee for a PHEV begins at $35 a year and will escalate by $5 each year until it reaches $50 annually. And if state departments of transport don't collect this federal EV tax, the federal government will "withhold an amount equal to 125 percent of the amount owed from the state’s highway apportionment." Read full article Comments
da-kuk/E+ via Getty Images The relationship between stocks ( SP500 ) and bond yields ( US10Y ) is flashing a rare warning signal that hasn’t been seen in over 25 years, according to recent data shared by Schwab strategist Kevin Gordon. The rolling 30-day correlation between the S&P 500 ( SP500 ) and the 10-year Treasury yield ( US10Y ) has plunged to about minus 0.68—its lowest reading since Septe...
da-kuk/E+ via Getty Images The relationship between stocks ( SP500 ) and bond yields ( US10Y ) is flashing a rare warning signal that hasn’t been seen in over 25 years, according to recent data shared by Schwab strategist Kevin Gordon. The rolling 30-day correlation between the S&P 500 ( SP500 ) and the 10-year Treasury yield ( US10Y ) has plunged to about minus 0.68—its lowest reading since September 1999, around the peak of the dot-com boom, Gordon pointed out in a social media post. This sharply negative correlation comes as equities and long-term yields have been moving in opposite directions in recent days, as growing inflation worries ripple across markets. T he 10-year tenor ( US10Y ) was up roughly 20 basis points, and the S&P ( SP500 ) was down nearly 2% over the past five trading sessions as of the time of writing on Tuesday. Kevin Gordon More on the Markets Rising Misery Index Signals Mounting Economic Pressure Buy TLT And EDV Cracks Forming Within The AI Narrative Powering The Market Rally S&P 500’s strongest trading days historically cluster around market downturns Fund managers turn sharply more bearish on bonds - BofA
荃灣住宅有充電器起火 3人吸入濃煙不適送院 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】荃灣有住宅充電器起火,三人吸入濃煙不適送院。 現場是青山公路灣景花園一座,凌晨12時,低層單位一名女住戶為充電器充電期間,...
荃灣住宅有充電器起火 3人吸入濃煙不適送院 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】荃灣有住宅充電器起火,三人吸入濃煙不適送院。 現場是青山公路灣景花園一座,凌晨12時,低層單位一名女住戶為充電器充電期間,充電器突然冒煙起火,大約150名住客疏散至安全地方。消防到場迅速將火勢救熄,初步調查充電器過熱起火,單位50歲女住戶及一對分別17和20歲子女吸入濃煙不適,送仁濟醫院治理。
伊朗局勢|特朗普警告伊朗下周前達成協議 否則再發動攻勢 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國總統特朗普威脅伊朗盡快達成協議,否則不得不再次發動襲擊,重創她們。 特朗普稱周一原本只差一小時就會下令出兵...
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