In this article GS MS XOM TFII DRAM LOHA CSX JBHT Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 3:46 03:46 Roundhill launches "HALO" ETF ETF Edge As investors worry about all of the companies that AI will wipe out, they are rotating into the ones that AI will have a harder time disrupting. And the HALO trade, as it is called, is working. HALO, which stands for "heavy assets, low ...
In this article GS MS XOM TFII DRAM LOHA CSX JBHT Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 3:46 03:46 Roundhill launches "HALO" ETF ETF Edge As investors worry about all of the companies that AI will wipe out, they are rotating into the ones that AI will have a harder time disrupting. And the HALO trade, as it is called, is working. HALO, which stands for "heavy assets, low obsolescence," was coined by Josh Brown, co-founder and CEO of Ritholtz Wealth Management, in February , premised on the idea that an era of rapid AI disruption requires a search by investors for companies that are immune to it. In Brown's view, it is one of the most important investment trends of the year. Goldman Sachs and Morgan Stanley have both incorporated HALO into their investment research in 2026 as HALO stocks are doing well across the board. Some of the stocks cited by Brown are examples: FedEx and ExxonMobil are both up close to 30% since the beginning of the year, while Coca-Cola is up close to 17%. HALO companies share two traits, according to Dave Mazza, CEO of Roundhill Investments, whose firm launched an ET based on the HALO theme last week. These stocks require meaningful hard physical assets in order to generate revenue, and they are durable. While AI may change how work gets done at low obsolescence companies, it does not eliminate the need for work at them, according an article he wrote on the topic. For example, electricity has to flow and goods have to get produced. The Roundhill Halo ETF ( LOHA ) launched on Thursday. The fund tracks an index that screens the largest listed U.S. companies for businesses whose value is focused in physical assets and infrastructure AI can not replace, from sectors including industrials to transportation and mining. "There's nothing you could type into an LLM, that's going to change what they do, at least not in a negative way. They're probably all beneficiaries of AI," said Brown on CNBC's "Halftime Report" on Thursday...
Dominic Bardos, Chief Financial Officer at Shoals Technologies Group (NASDAQ:SHLS) , reported the sale of 54,449 shares of Common Stock on May 8, 2026, for a transaction value of approximately $462,000 according to a recent SEC Form 4 filing . Transaction and post-transaction values based on SEC Form 4 weighted average price ($8.48). * 1-year performance calculated using May 8, 2026 as the referen...
Dominic Bardos, Chief Financial Officer at Shoals Technologies Group (NASDAQ:SHLS) , reported the sale of 54,449 shares of Common Stock on May 8, 2026, for a transaction value of approximately $462,000 according to a recent SEC Form 4 filing . Transaction and post-transaction values based on SEC Form 4 weighted average price ($8.48). * 1-year performance calculated using May 8, 2026 as the reference date. Continue reading
Getty Images/Getty Images News The U.S. and Iran appeared no closer to reaching a deal to end weeks of conflict and fully reopen the Strait of Hormuz, even after President Donald Trump’s meetings in Beijing with Chinese President Xi Jinping, Bloomberg News reported Sunday, citing Iranian state-linked media reports. Iranian outlets reported that Washington presented several conditions for a peace a...
Getty Images/Getty Images News The U.S. and Iran appeared no closer to reaching a deal to end weeks of conflict and fully reopen the Strait of Hormuz, even after President Donald Trump’s meetings in Beijing with Chinese President Xi Jinping, Bloomberg News reported Sunday, citing Iranian state-linked media reports. Iranian outlets reported that Washington presented several conditions for a peace agreement, including restrictions tied to Tehran’s nuclear program and limits on sanctions relief. Iranian media characterized the proposals as offering little in return for major concessions, raising concerns that negotiations could stall. Drone attack on UAE The diplomatic uncertainty comes as a drone strike caused a fire near the UAE’s Barakah nuclear power facility on Sunday, underscoring the risk that the regional conflict could further threaten energy infrastructure. UAE authorities said the fire was limited to an electrical generator outside the plant’s inner perimeter and did not affect nuclear safety. For investors, the conflict has become increasingly significant because disruptions around the Strait of Hormuz threaten a major artery for global oil and liquefied natural gas shipments. The standoff has already pushed Brent crude prices roughly 50% higher since the war began, fueling inflation concerns and raising the risk of broader market volatility. Slowed shipping traffic Iranian threats against shipping traffic have slowed energy exports across the Persian Gulf, giving Tehran added leverage in negotiations while increasing pressure on the White House ahead of U.S. midterm elections. Israeli officials also signaled the conflict could escalate again. Israeli Prime Minister Benjamin Netanyahu planned to speak with Trump following the China trip, while cabinet member Zev Elkin indicated Israel remained prepared to resume military strikes if Washington chose to intensify pressure on Tehran. Although some vessels have recently been allowed through Hormuz, uncertainty ...
Alones Creative/iStock via Getty Images Investment Thesis Lockheed Martin ( LMT ) had consistently been the world's largest defense contracto r for several years. It designs, manufactures, and sustains advanced military equipment, including its flagship F-35 fighter jets, C-130J Hercules aircraft, and PAC-3/MSE missile interceptors, to name a few. As geopolitical tensions continue to escalate, LMT...
Alones Creative/iStock via Getty Images Investment Thesis Lockheed Martin ( LMT ) had consistently been the world's largest defense contracto r for several years. It designs, manufactures, and sustains advanced military equipment, including its flagship F-35 fighter jets, C-130J Hercules aircraft, and PAC-3/MSE missile interceptors, to name a few. As geopolitical tensions continue to escalate, LMT is poised to remain a key supplier of weapon systems to the US and its allies, who are rapidly expanding their munitions stockpiles. The White House recently published the FY27 budget fact sheet, emphasizing the need for a $1.5 trillion defense package for the upcoming year. The Department of War published the further breakdown of acquisition costs by weapon system. Specifically, the Research and Procurement budget (the portion relevant for the likes of LMT) was $756.8 billion, nearly twice the amount requested in FY26. The bulk of the increased investment is aimed at rebuilding critical weapon systems across aircraft (such as the F-35s), missile munitions (such as PrSM) and missile defense (such as PAC-3/MSE and THAAD) - all significant tailwinds for LMT. This is in addition to the $17.9 billion requested toward the Golden Dome for America initiative, for which LMT is one of the 12 awardees tasked to demonstrate operational prototypes by 2028. By the end of Q1 FY26, Lockheed Martin's backlog stood at $186.4 billion, 34% (or $63 billion) of which is expected to be recognized over the next 12 months. I expect the backlog to continue to grow at a healthy pace given the tailwinds mentioned above. With the stock currently trading 25% below its recent highs and 18% below my fair value estimate, I am reiterating my Buy rating for LMT. Robust Demand Signals for Lockheed Martin The budget for the Department of Defense (DoD) had historically hovered in the range of 10-16% of the total US government budget. With ongoing tensions in Ukraine and the Middle East, along with a Cold War-...
A screen shows that the Long Island Rail Road workers are on strike inside Atlantic Terminal on the first day of the strike in the Brooklyn Borough of New York City, U.S., May 16, 2026. Angelina Katsanis | Reuters The shutdown of the Long Island Rail Road, North America's largest commuter rail system, continued into a second day on Sunday after unionized workers went on strike for the first time i...
A screen shows that the Long Island Rail Road workers are on strike inside Atlantic Terminal on the first day of the strike in the Brooklyn Borough of New York City, U.S., May 16, 2026. Angelina Katsanis | Reuters The shutdown of the Long Island Rail Road, North America's largest commuter rail system, continued into a second day on Sunday after unionized workers went on strike for the first time in three decades a day earlier. The railroad, which serves New York City and its eastern suburbs, ceased operations just after midnight Friday after five unions representing about half its workforce walked off the job. New York Gov. Kathy Hochul, who has urged commuters to work from home, planned a news conference for late Sunday morning. The unions and the Metropolitan Transportation Authority, the public agency that runs the railroad, have been negotiating for months on a new contract, with talks stalled over the question of workers' salaries and healthcare premiums. President Donald Trump's administration tried to broker a deal, but the unions were legally allowed to strike starting at 12:01 a.m. Saturday. Kevin Sexton, national vice president of the Brotherhood of Locomotive Engineers and Trainmen, has said no new negotiations have been scheduled. "We're far apart at this point," Sexton said early Saturday. "We are truly sorry that we are in this situation." MTA Chairman Janno Lieber said the agency "gave the union everything they said they wanted in terms of pay" and that to him it was apparent the unions always intended to walk out. The MTA was not expected to provide an update on the strike before the governor's news conference, which was scheduled for 11 a.m. First LIRR walkout since 1994 The walkout, the first for the LIRR since a two-day strike in 1994, promises to cause headaches for sports fans planning to see the Yankees and Mets battle this weekend or to watch the Knicks' playoff run at Madison Square Garden, which is located directly above the railroad's Penn ...
LifestyleVisuals/iStock via Getty Images Co-authored with Beyond Saving Being a landlord can be financially rewarding. You have properties, you rent them out, and you get recurring cash flow. Sounds great, right? Well, if you've ever been a landlord, you know that sometimes tenants don't pay rent on time. Sometimes, they don't pay it at all. Then you have to go through a process to get them out an...
LifestyleVisuals/iStock via Getty Images Co-authored with Beyond Saving Being a landlord can be financially rewarding. You have properties, you rent them out, and you get recurring cash flow. Sounds great, right? Well, if you've ever been a landlord, you know that sometimes tenants don't pay rent on time. Sometimes, they don't pay it at all. Then you have to go through a process to get them out and to fix up the property before you can rent it again. During that process, you usually aren't collecting rent. The same thing sometimes happens to publicly traded REITs. Tenants stop paying, the property has to be foreclosed or the tenant evicted, and a new tenant has to be brought in. Meanwhile, cash flow stops coming in, and if the tenants are significant enough, that can lead to dividend cuts. As investors, some of the best opportunities to invest in REITs are those that went through a recent period of disruption. They still own the real estate; they can put in a new tenant or sell the real estate to resume getting cash flow. An investment that sees its cash flow declining naturally goes down in price. An investment that sees its cash flow recovering tends to climb in price and see growing dividends. Today, we're going to look at two REITs that are recovery plays. They had issues with tenants/borrowers defaulting on their agreement, and they are in the process of rebuilding. Let's dive in! Pick #1: MPT—Yield 6.9% Medical Properties Trust, Inc. ( MPT ) is a property REIT that specializes in hospitals. In recent years, it has seen several tenants filing bankruptcy, including its largest tenant, Steward Health Care. Excluding the one-time $18 million cash-rent payment that MPT received from Vibra during Q4 2025, as well as a catch-up payment of $4 million from HSA, MPT saw its quarter-over-quarter cash rent increase by approximately $6 million. Given the fact that MPT’s portfolio shrank from 384 to 378 properties in the same timeframe, the revenue ramp-up is still going ac...
BlackRock (NYSE: BLK) is one of the world's largest asset managers, with $13.9 trillion of assets under management. It offers a wide variety of products and services, so no single product is likely to have a huge impact on the overall business. That said, the company's $26 billion HPS Corporate Lending Fund just did something that investors should keep a close eye on. HPS Corporate Lending Fund is...
BlackRock (NYSE: BLK) is one of the world's largest asset managers, with $13.9 trillion of assets under management. It offers a wide variety of products and services, so no single product is likely to have a huge impact on the overall business. That said, the company's $26 billion HPS Corporate Lending Fund just did something that investors should keep a close eye on. HPS Corporate Lending Fund is a non-traded business development company (BDC) run by BlackRock. It basically makes loans to smaller companies that lack access to other forms of capital. There are publicly traded BDCs you can buy, with the big draw being yields that can reach 10% or even more. That yield, however, comes with the risk that smaller companies often struggle to make interest payments during recessions and industry-specific downturns. Image source: Getty Images. Continue reading
Author Theo Baker joined Christina Ruffini and David Gura this morning on Bloomberg This Weekend to discuss his new book "How to Rule the World: An Education in Power at Stanford University," chronicling the prize-winning reporting he did for Stanford Univeristy's student newspaper -- reporting that led to the resignation of the university's president. (Source: Bloomberg)
Author Theo Baker joined Christina Ruffini and David Gura this morning on Bloomberg This Weekend to discuss his new book "How to Rule the World: An Education in Power at Stanford University," chronicling the prize-winning reporting he did for Stanford Univeristy's student newspaper -- reporting that led to the resignation of the university's president. (Source: Bloomberg)
Here we go again: Nvidia earnings week is upon us. The world's most valuable company and the leading maker of artificial intelligence chips will deliver first-quarter earnings on Wednesday night. Of course, it will drive a ton of the action on Wall Street this week. But it's certainly not the only thing on our radar. A pair of other Club holdings also reports. Plus, Google has a hotly anticipated ...
Here we go again: Nvidia earnings week is upon us. The world's most valuable company and the leading maker of artificial intelligence chips will deliver first-quarter earnings on Wednesday night. Of course, it will drive a ton of the action on Wall Street this week. But it's certainly not the only thing on our radar. A pair of other Club holdings also reports. Plus, Google has a hotly anticipated developer conference, where we expect AI updates to be on display. Here's a closer look (all revenue and estimates are via LSEG): 1. Retail earnings: Home Depot kicks off our week of Club earnings on Tuesday morning. Analysts at Morgan Stanley put it well in a note last week, saying the U.S. housing market "continues to bounce along the bottom." So, we aren't expecting to see an inflection point in Home Depot's results because mortgage rates and housing activity just haven't cooperated. The upshot is that the stock has been crushed since February, when the 30-year fixed mortgage rate started climbing higher, and now trades at multiyear lows. That means expectations for Home Depot's results are low. Wall Street expects Home Depot's same-store sales growth in the first quarter to be 0.8%, according to FactSet. When Home Depot reported Q4 results in February, it was just a few days before the start of the Iran war, which has muddied the economic backdrop and rekindled inflation. However, analysts at Bernstein said they do not expect Home Depot to revise its full-year guidance of flat to 2% same-store sales growth, as the forecast "contemplated a wide range of scenarios." Bernstein also said Home Depot's SRS Distribution subsidiary may benefit from storm-related repair activity in the quarter, so we'll look to see whether that proved true. Home Depot acquired SRS in 2024 as part of an aggressive push to court professional contractors who rely on wholesale distributors. It also just finalized the acquisition of an HVAC distributor. The rise in inflation has made it tougher for i...
Although artificial intelligence (AI) has been the hottest talking point on Wall Street for years, an initial public offering (IPO) frenzy is about to take hold. The debut of AI inference and training chipmaker Cerebras on May 14, which saw shares peak at a $95 billion valuation, is a teaser of what's to come. In less than four weeks, Saudi Aramco will likely be dethroned as the largest-ever IPO, ...
Although artificial intelligence (AI) has been the hottest talking point on Wall Street for years, an initial public offering (IPO) frenzy is about to take hold. The debut of AI inference and training chipmaker Cerebras on May 14, which saw shares peak at a $95 billion valuation, is a teaser of what's to come. In less than four weeks, Saudi Aramco will likely be dethroned as the largest-ever IPO, courtesy of Elon Musk's SpaceX, and it'll be a truly banner day for the Nasdaq Composite (NASDAQINDEX: ^IXIC) . Though Wall Street and investors were aware that SpaceX had confidentially filed for an IPO on April 1 -- doing so allowed the Securities and Exchange Commission (SEC) to conduct a regulatory review before making its financial statements public -- its IPO timeline has since been a bit clouded. This isn't the case any longer, according to several reports. Continue reading
State Street offers investors a clean factor split of the S&P 500 through the SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) and the SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG). Same issuer, same parent index, opposite factor tilts. The gap between them right now is the story: SPYG is up 10.29% year to date while ... SPYG Has Beaten SPYV by 390% Over a Decade and the Reason Matters More Th...
State Street offers investors a clean factor split of the S&P 500 through the SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV) and the SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG). Same issuer, same parent index, opposite factor tilts. The gap between them right now is the story: SPYG is up 10.29% year to date while ... SPYG Has Beaten SPYV by 390% Over a Decade and the Reason Matters More Than You Think
Q1 Performance Highlights: Social media participants are buzzing over Palantir's robust first-quarter results, which featured an 85% revenue increase and upward revisions to full-year guidance. Analysts have pointed to surging demand for government AI solutions as a key driver. This has fueled conversations about the company's accelerating commercial growth as well. Analyst Sentiment Shifts: Recen...
Q1 Performance Highlights: Social media participants are buzzing over Palantir's robust first-quarter results, which featured an 85% revenue increase and upward revisions to full-year guidance. Analysts have pointed to surging demand for government AI solutions as a key driver. This has fueled conversations about the company's accelerating commercial growth as well. Analyst Sentiment Shifts: Recent upgrades, including a raised price target to $230 from one firm, have amplified optimistic views on the stock. Traders note that Palantir's battle-tested technology continues to secure major contracts, drawing attention from institutional players. Some observers highlight the potential for further upside amid broader AI market momentum. Market Caution Notes: Despite the positives, a few discussions reference short positions by prominent investors and concerns over high valuations following the post-earnings dip. Overall, the tone remains focused on long-term AI infrastructure advantages. Participants emphasize monitoring upcoming contract announcements for sustained momentum. Note: This discussion summary was generated from an AI condensation of post data. Palantir Technologies Insider Trading Activity Palantir Technologies insiders have traded $PLTR stock on the open market 222 times in the past 6 months. Of those trades, 0 have been purchases and 222 have been sales. Here’s a breakdown of recent trading of $PLTR stock by insiders over the last 6 months: 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. EARLY ACCESS Receive PLTR Data Alerts Real-time alerts on filings, insider trades, and market signals — before everyone else. Get Alerts → Palantir Technologies Revenue Palantir Technologies had revenues of $1.6B in Q1 2026. This is an increase of 84.71% from the same period in the prior year. You can track PLTR financ...
New York City’s effort to close a multibillion-dollar budget gap has triggered a high-profile clash between Mayor Zohran Mamdani and Wall Street leaders, including Citadel founder Ken Griffin. Mamdani’s proposed “pied-à-terre” tax on luxury second homes has become a flashpoint in a broader debate over whether the city should raise more revenue from wealthy residents or focus on restraining spendin...
New York City’s effort to close a multibillion-dollar budget gap has triggered a high-profile clash between Mayor Zohran Mamdani and Wall Street leaders, including Citadel founder Ken Griffin. Mamdani’s proposed “pied-à-terre” tax on luxury second homes has become a flashpoint in a broader debate over whether the city should raise more revenue from wealthy residents or focus on restraining spending growth. Wall Street veteran Whitney Tilson, Partnership for New York City CEO Steve Fulop, and real estate executive Ruth Colp-Haber all warn that messaging matters when competing for businesses and high earners, even as supporters argue the existing property tax system places much of the burden on middle-class property owners and commercial real estate owners. The dispute highlights a larger challenge facing New York: balancing its books while remaining attractive to workers, investors, and employers. (Source: Bloomberg)
YouTube CEO Neal Mohan said the Alphabet (NASDAQ:GOOG) video platform is continuing to lean on creators, subscriptions, connected TV and artificial intelligence as the core drivers of its business, while emphasizing that the company’s overall strategy has remained consistent even as the media indust
YouTube CEO Neal Mohan said the Alphabet (NASDAQ:GOOG) video platform is continuing to lean on creators, subscriptions, connected TV and artificial intelligence as the core drivers of its business, while emphasizing that the company’s overall strategy has remained consistent even as the media indust