National Healthcare press release ( NHC ): Q1 GAAP EPS of $1.91. Revenue of $381M. For the quarter ended March 31, 2026, the reported GAAP net income attributable to NHC was $35,857,000 compared to $32,205,000 for the same period in 2025. Excluding the unrealized gains in our marketable equity securities portfolio and other non-GAAP adjustments, adjusted net income for the quarter ended March 31, ...
National Healthcare press release ( NHC ): Q1 GAAP EPS of $1.91. Revenue of $381M. For the quarter ended March 31, 2026, the reported GAAP net income attributable to NHC was $35,857,000 compared to $32,205,000 for the same period in 2025. Excluding the unrealized gains in our marketable equity securities portfolio and other non-GAAP adjustments, adjusted net income for the quarter ended March 31, 2026 was $30,089,000 compared to $24,838,000 for the same period in 2025, an increase of 21.1% (*) . The GAAP diluted earnings per share were $2.27 and $2.07 for the quarters ending March 31, 2026 and 2025, respectively. More on National Healthcare Dividend scorecard for National Healthcare Financial information for National Healthcare
Getty Images Since my last coverage a year ago, Zeta Global Holdings ( ZETA ) is up nearly 32% on the back of accelerating top-line growth both organically and from acquiring Marigold’s enterprise software business. Yet, the stock still continues to present a favorable risk-to-reward profile with a visible path to continued growth acceleration over the coming quarters. Recently, Zeta reported its ...
Getty Images Since my last coverage a year ago, Zeta Global Holdings ( ZETA ) is up nearly 32% on the back of accelerating top-line growth both organically and from acquiring Marigold’s enterprise software business. Yet, the stock still continues to present a favorable risk-to-reward profile with a visible path to continued growth acceleration over the coming quarters. Recently, Zeta reported its Q1 earnings that combined strong top-line growth and margin pressure as it navigates the integration of Marigold’s enterprise business. However, the company’s Q1 earnings highlighted the role of its superintelligent agent, Athena, in driving future ARPU growth, accelerated deal cycles, and gross margin expansion. As Zeta continues to improve its unified marketing platform, I believe it is well-positioned to capitalize on the current state of the MarTech industry that emphasizes fewer, smarter, and high-ROI-generating systems. In light of these factors, I’m reiterating my buy rating for Zeta with a $32 price target, implying 83% upside potential from current levels. Q1 Overview In Q1, Zeta reported 50% YoY revenue growth from $264.4 million to $396.3 million as Marigold exceeded management’s expectations by contributing $55.6 million to revenue against management’s expected quarterly run rate of $47.5 million. Excluding acquisitions and political candidate revenue, Zeta’s revenues grew 29% YoY, representing the fourth consecutive quarter of core business revenue growth acceleration. Out of Zeta’s 29% core business revenue growth, 14% came from existing customers and 15% came from new customers. With that in mind, the company maintained a net retention rate (NRR) above its target of 110-115%, indicating strong upselling and cross-selling activity during Q1. Additionally, Zeta’s super-scaled customer count grew 19% YoY and 2.7% QoQ to 189 compared to 159 and 184, respectively, with the number of super-scaled customers using multiple use cases growing more than 50% YoY and thos...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Good morning! Here's the latest in trending: Crude reality: Ther...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Good morning! Here's the latest in trending: Crude reality: There's a 1 billion barrel crude shortage in the oil market and the 'journey back will be a long one.' Use case? Crypto is like ESG for libertarians , with no real impact on the financial industry, according to Minneapolis Fed President Neel Kashkari. Unofficial referendum: Big losses for Keir Starmer's governing Labour Party, but the U.K. prime minister says he will not resign . The Great Reallocation Whether AI is really triggering mass layoffs or companies are just using it as an excuse to cut costs, the fact is that workforce reductions are in the spotlight. The tech sector has been particularly vulnerable, like the 30,000 job eliminations at Oracle ( ORCL ) to the sweeping layoffs announced at Meta ( META ). Block ( XYZ ) also recently slashed 40% of the positions at the company, as well as the notable pink slips hitting PayPal ( PYPL ), Coinbase ( COIN ) and yesterday's announcement by Cloudflare ( NET ) that axed about 20% of its workforce . Is it really that bad? While the figures are steep, the broader economy is more nuanced than the headlines. Many of these companies are "right-sizing" after years of post-pandemic over-hiring, while reallocating their capital away from middle management and legacy roles to fund the multi-billion dollar race towards the AI revolution. While the hefty percentages and numbers are creating the feel of a "white-collar recession," significant hiring is happening in other industries like healthcare, manufacturing, and infrastructure. Best and worst industries for job growth Case in point: Employers have disclosed a total of 300,749 job cuts...
In this article GOOGL Follow your favorite stocks CREATE FREE ACCOUNT Lake Oswego in Oregon. Bradleyhebdon | Istock Unreleased | Getty Images A version of this article first appeared in CNBC's Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. A wave of states deciding to take aim at a ...
In this article GOOGL Follow your favorite stocks CREATE FREE ACCOUNT Lake Oswego in Oregon. Bradleyhebdon | Istock Unreleased | Getty Images A version of this article first appeared in CNBC's Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox. A wave of states deciding to take aim at a tax incentive for investors and startup founders could sway some high-net-worth residents to relocate, lawyers to the wealthy told Inside Wealth. The One Big Beautiful Bill Act turbocharged the tax breaks on qualified small business stock, better known as QSBS . However, some states, including Maine and Oregon, have targeted the tax incentive in response to federal funding cuts. "Tax policy has consequences, both good and bad, and I think that the states need to figure out what makes the most sense for them," said David Blum, partner and chair of Akerman's national tax practice group. "Someone looking for a substantial exit could have multiple homes already." Blum noted that several billionaires have made high-profile departures from California as a state billionaire tax proposal gains steam. Google co-founder Sergey Brin, who has bought mansions in Nevada and Florida, is funding two ballot initiatives that take aim at the wealth tax measure. The QSBS exemption, introduced during the Clinton administration, was designed to encourage investing and creating small companies. The federal carve-out allows investors and founders to reduce their capital gains taxes when selling stock directly acquired from a qualifying C corp. In order to claim the full exemption, the stock must be held for more than five years. Prior to the OBBBA, the maximum exemption from capital gains taxes was $10 million or 10 times the original basis of the investment, whichever is greater. The OBBBA raised the exclusion to $15 million. The bill also raised the maximum size of qualifying "small businesses" ...
Kenneth Cheung/iStock Unreleased via Getty Images Introduction Those that follow me know that I rarely talk about the big, popular Technology ( XLK ) that a lot of investors and analysts follow. Instead, I prioritize high-quality, income-oriented investments. Companies with strong balance sheets, conservative payout ratios, and business models are likely to deliver reliable income for the foreseea...
Kenneth Cheung/iStock Unreleased via Getty Images Introduction Those that follow me know that I rarely talk about the big, popular Technology ( XLK ) that a lot of investors and analysts follow. Instead, I prioritize high-quality, income-oriented investments. Companies with strong balance sheets, conservative payout ratios, and business models are likely to deliver reliable income for the foreseeable future. Historically, I've gotten my technology exposure through ETFs. But seeing the recent weakness in Microsoft's ( MSFT ) share price, it's getting hard to ignore the compelling investment opportunity in this dividend juggernaut. At a forward P/E of 24.4x at the time of writing, well-below the 5-year average, their fortress balance sheet, growing cash flows, and a double-digit dividend growth rate the past 5 years all while maintaining strong fundamentals have me seriously considering adding them as a dividend growth position. The stock is down double-digits the past 6 months and year-to-date, signaling something could be wrong fundamentally. In this article, I discuss Microsoft's latest earnings, fundamentals, and why long-term dividend investors should ignore the short-term noise and consider MSFT as I see major upside in 2027 and beyond. Previous Coverage While I don't typically cover stocks like Microsoft, I have actually covered them before, rating the stock a buy back in October of 2023. At the time, Microsoft was up 36% on the year. But still offered double-digit upside to their price target of $398.22. Because of their 200% price surge in the previous 5 years, I suggested MSFT could split its stock to entice smaller investors. It has been more than 20 years since the last split. Fast-forward nearly 2 1/2 years later and I guess you can say the stock has been a bit of an underperformer if you compare it to the S&P ( SP500 ). MSFT is up 23% compared to 75.34% for the index. Seeking Alpha What's Going On With Microsoft? As previously mentioned, Microsoft has un...
primeimages/iStock via Getty Images The May 2026 edition of the US equity sector chartbook can be found here , with accompanying portfolio statistics here . I have made quite a few changes to the chartbook since the last time I ran it . I have changed my data provider from Investing.com to SheetsFinance, which makes it much easier to update the spreadsheets feeding the Python scripts that generate...
primeimages/iStock via Getty Images The May 2026 edition of the US equity sector chartbook can be found here , with accompanying portfolio statistics here . I have made quite a few changes to the chartbook since the last time I ran it . I have changed my data provider from Investing.com to SheetsFinance, which makes it much easier to update the spreadsheets feeding the Python scripts that generate this and any other market data chartbooks that I am using. The data now reflect one-year trailing total returns with daily observations - approximately 250 trading days per year. I have also added a cross-correlation rotation matrix, which tracks shifts in sector correlations with IVV , along with chart plots of rolling correlation Z-scores. Finally, I have included a portfolio optimization section at the end, accompanied by a linked Excel output. This section presents full-sample Tangent and MinVar portfolios, as well as their evolution over time, with the sample divided into five equally sized periods. In addition, I have incorporated a momentum risk parity component, which selects the five best-performing sectors and constructs a risk parity portfolio from them. Standard disclaimers apply. I am personally invested in equity sector ETFs, primarily through State Street global sector ETFs, and I may occasionally use this framework to inform my allocation decisions. However, the portfolios presented here are for background information only and do not constitute investment advice. Future updates to this chartbook will include the incorporation of a dynamic risk-free rate into the portfolio construction, as well as more detailed analysis of cross-correlation dynamics and their relationship to broader market performance. The Unholy Alliance Two somewhat contradictory themes stand out in equities at present. The first is a fragile equilibrium: market participants are reluctant to sell - let alone short - equities, for fear of being caught off guard by a sudden policy pivot (a “...
Kitti Suwaneakkasit/iStock via Getty Images By Kelvin Wong The US stock market saw profit-taking on Thursday, May 7, 2026, as traders grew increasingly concerned over the fragility of the month-long US-Iran ceasefire after both sides exchanged fire. Market sentiment was further unsettled by uncertainty surrounding Washington’s latest proposal to Iran to reopen the Strait of Hormuz, which Tehran ha...
Kitti Suwaneakkasit/iStock via Getty Images By Kelvin Wong The US stock market saw profit-taking on Thursday, May 7, 2026, as traders grew increasingly concerned over the fragility of the month-long US-Iran ceasefire after both sides exchanged fire. Market sentiment was further unsettled by uncertainty surrounding Washington’s latest proposal to Iran to reopen the Strait of Hormuz, which Tehran has yet to respond to. The leading Nasdaq 100 dropped by 1.3% intraday from its all-time intraday high of 28,825, but trimmed its losses to end Thursday’s US session with a marginal loss of only 0.1% and underperformed against other US stock indices: S&P 500 (-0.4%), Dow Jones Industrial Average (-0.6%), and small-cap Russell 2000 (-1.6%). In today's (Friday, May 8, 2026), the Nasdaq 100 E-mino futures recovered by 0.5% at this time of writing and almost recovered Thursday’s US session losses, reinforced by US President Trump's remarks that stated the ceasefire agreement "remains intact". Aside from this piece of "Trump’s positive news flow", several technical elements are also advocating for another potential round of fresh short-term bullish impulsive up-move sequence for the Nasdaq 100. Let’s decipher them. Nasdaq 100’s market breadth remains healthy, not euphoric Fig. 1: Nasdaq 100 component stocks above 20-day, 50-day and 200-day moving averages as of May 7, 2026 (Source: TradingView) Even though in the past four weeks, the performance of the Nasdaq 100 has been primarily driven by several AI-related semiconductors and chip stocks such as Intel ( INTC ) (+111%), Sandisk ( SNDK ) (+87%), and Advanced Micro Devices ( AMD ) (+87%), the percentage of Nasdaq 100 component stocks trading above their respective 20-day and 50-day moving averages is steady at 61% and 59%, not yet at euphoric levels of 80-90%. In addition, the percentage of Nasdaq 100 component stocks trading above the key 200-day moving averages has increased steadily from 47% on April 15, 2026 to 57% as of Thurs...
TORONTO, May 08, 2026 (GLOBE NEWSWIRE) -- Spectral Medical Inc. (“Spectral” or the “Company”) (TSX: EDT), a late-stage theranostic company advancing therapeutic options for sepsis and septic shock, today announced its financial results for the first quarter ended March 31, 2026 and provided a corporate update.
TORONTO, May 08, 2026 (GLOBE NEWSWIRE) -- Spectral Medical Inc. (“Spectral” or the “Company”) (TSX: EDT), a late-stage theranostic company advancing therapeutic options for sepsis and septic shock, today announced its financial results for the first quarter ended March 31, 2026 and provided a corporate update.
Kenneth Cheung/iStock Unreleased via Getty Images Introduction Those that follow me know that I rarely talk about the big, popular Technology ( XLK ) that a lot of investors and analysts follow. Instead, I prioritize high-quality, income-oriented investments. Companies with strong balance sheets, conservative payout ratios, and business models are likely to deliver reliable income for the foreseea...
Kenneth Cheung/iStock Unreleased via Getty Images Introduction Those that follow me know that I rarely talk about the big, popular Technology ( XLK ) that a lot of investors and analysts follow. Instead, I prioritize high-quality, income-oriented investments. Companies with strong balance sheets, conservative payout ratios, and business models are likely to deliver reliable income for the foreseeable future. Historically, I've gotten my technology exposure through ETFs. But seeing the recent weakness in Microsoft's ( MSFT ) share price, it's getting hard to ignore the compelling investment opportunity in this dividend juggernaut. At a forward P/E of 24.4x at the time of writing, well-below the 5-year average, their fortress balance sheet, growing cash flows, and a double-digit dividend growth rate the past 5 years all while maintaining strong fundamentals have me seriously considering adding them as a dividend growth position. The stock is down double-digits the past 6 months and year-to-date, signaling something could be wrong fundamentally. In this article, I discuss Microsoft's latest earnings, fundamentals, and why long-term dividend investors should ignore the short-term noise and consider MSFT as I see major upside in 2027 and beyond. Previous Coverage While I don't typically cover stocks like Microsoft, I have actually covered them before, rating the stock a buy back in October of 2023. At the time, Microsoft was up 36% on the year. But still offered double-digit upside to their price target of $398.22. Because of their 200% price surge in the previous 5 years, I suggested MSFT could split its stock to entice smaller investors. It has been more than 20 years since the last split. Fast-forward nearly 2 1/2 years later and I guess you can say the stock has been a bit of an underperformer if you compare it to the S&P ( SP500 ). MSFT is up 23% compared to 75.34% for the index. Seeking Alpha What's Going On With Microsoft? As previously mentioned, Microsoft has un...
RiverRockPhotos/E+ via Getty Images Freeport Indonesia is targeting a return to "full capacity" for its giant Grasberg copper mine by early 2028 , roughly in line with a year-end 2027 target date described earlier by shareholder Freeport-McMoRan ( FCX ), Bloomberg reported Friday. Grasberg was the world's second-biggest producer of copper until operations were hit by a severe mudslide at the mine ...
RiverRockPhotos/E+ via Getty Images Freeport Indonesia is targeting a return to "full capacity" for its giant Grasberg copper mine by early 2028 , roughly in line with a year-end 2027 target date described earlier by shareholder Freeport-McMoRan ( FCX ), Bloomberg reported Friday. Grasberg was the world's second-biggest producer of copper until operations were hit by a severe mudslide at the mine last year, and its slow return has weighed on the outlook for global copper supply. The joint venture between Freeport-McMoRan ( FCX ) and the Indonesian government is currently only producing at 40%-50% of capacity, with plans to reach 65% capacity in H2 2026 and approach full capacity by the end of next year, Freeport Indonesia President Director Tony Wenas said. In February , the Indonesian government agreed to extend Freeport's ( FCX ) right to operate Grasberg in return for the free transfer of a 12% stake in PT Freeport Indonesia in 2041. More on Freeport-McMoRan Freeport-McMoRan: Less Copper Supply Isn't All Bad Freeport-McMoRan: Grasberg Woes Offer A Post-Earnings Buying Opportunity Freeport-McMoRan: Fade The Copper Rally
M&S Bank Arena, Liverpool What Simon has lost in vocal power he has added in intimacy and authority – and this hushed performance makes for an arena concert like no other In 2018, Paul Simon’s triumphant Homeward Bound: The Farewell Tour was intended as his goodbye to decades of full-scale touring. However, even chronic hearing loss hasn’t dimmed his desire to perform again. Here, assisted by part...
M&S Bank Arena, Liverpool What Simon has lost in vocal power he has added in intimacy and authority – and this hushed performance makes for an arena concert like no other In 2018, Paul Simon’s triumphant Homeward Bound: The Farewell Tour was intended as his goodbye to decades of full-scale touring. However, even chronic hearing loss hasn’t dimmed his desire to perform again. Here, assisted by partial recovery, specialised sound monitoring and sheer power of will, A Quiet Celebration is different from anything he – or perhaps anybody – has done before, certainly in arenas. Requiring silence and understanding, it’s a hushed and introspective reinvention rather than a euphoric victory lap. Drums are mostly stroked with brushes. The 84-year-old singer-songwriting legend’s voice has lost power and range, but frailty and vulnerability have brought intimacy and authority. Smiling as he addresses a cheering Merseyside audience for likely the last time, he calls it a “humbling experience”. The evening begins with a complete performance of Seven Psalms, the 2023 song cycle which came to him in dreams. It’s a series of quietly haunting musings on life, love, God and death, laden with calm insights and occasional truth bombs, such as Trail of Volcanoes’ comment on the refugee crisis: “It seems to me we’re all walking down the same road, to wherever it ends.” Continue reading...
European investors chasing AI winners have turned to Switzerland, sending shares of two optical component makers sharply higher this week. AMS-Osram AG , whose micro LED technology is increasingly explored by cloud providers to streamline artificial intelligence computing workloads, is set for its best week in over a year. The chipmaker’s shares soared almost 30% on Thursday after its earnings and...
European investors chasing AI winners have turned to Switzerland, sending shares of two optical component makers sharply higher this week. AMS-Osram AG , whose micro LED technology is increasingly explored by cloud providers to streamline artificial intelligence computing workloads, is set for its best week in over a year. The chipmaker’s shares soared almost 30% on Thursday after its earnings and forecast beat expectations. Huber + Suhner AG , a provider of optical circuit switches that use light signals to create communication paths within data centers, is up 16% and hit a record high. The gains in Switzerland underscore how investors are searching for fresh targets with exposure to the AI boom as rallies in some small-cap names become stretched. Shares of semiconductor wafer maker Soitec , for example, may have limited further upside after jumping more than 600% in Paris this year, while the UK’s IQE Plc has rocketed by over 850%. The frenzy has been driven by optimism around the potential for fiber optics to transmit data faster and consume less energy than traditional copper-based connections, with companies in the optical supply chain poised to benefit. The rapidly growing use of chatbots like ChatGPT or agentic AI tools like Claude Cowork makes it more critical for data center operators to move data more efficiently. Read more: Rally in Europe’s Hot Photonics Stocks Starts to Look Stretched Huber + Suhner’s jump in recent days followed an increase by UBS Group AG analysts in their share price target , citing stronger momentum from data center-related revenues. “We see the upcoming business opportunity from optical circuit switches as highly margin accretive,” the analysts wrote. Photonics Protoype Increased demand for these products is attracting bulls to the sector. US-based Lumentum Holdings Inc. this week said it has seen a “significant step-up in requested output” for optical switches. As for Huber + Suhner, it set up a manufacturing site in Poland last y...
(RTTNews) - Artiva Biotherapeutics, Inc. (ARTV), a clinical-stage biotechnology company, on Friday announced the pricing of an underwritten offering of stock and pre-funded warrants.
(RTTNews) - Artiva Biotherapeutics, Inc. (ARTV), a clinical-stage biotechnology company, on Friday announced the pricing of an underwritten offering of stock and pre-funded warrants.