PM Images/DigitalVision via Getty Images The WisdomTree U.S. Total Dividend Fund ETF ( DTD ) offers a blend of income generation and high profitability measures, driven by sizable positions in big techs with large cash flow generation. With a greater allocation to technology and communication services since my last review of the fund in February 2025, DTD has a sector mix that sets it apart from o...
PM Images/DigitalVision via Getty Images The WisdomTree U.S. Total Dividend Fund ETF ( DTD ) offers a blend of income generation and high profitability measures, driven by sizable positions in big techs with large cash flow generation. With a greater allocation to technology and communication services since my last review of the fund in February 2025, DTD has a sector mix that sets it apart from other dividend-oriented strategies, which have a more straightforward focus on dividend yield. In the context of slow economic growth, the earnings resilience seen in big techs remains a positive factor for a fund like DTD, due to its significant positions in those companies compared to other dividend ETFs, which have, in general, limited exposure to the segment. Likewise, DTD’s allocation to large banks is also a tailwind, given their earnings resilience, and particularly due to the elevated interest rates still in place that favor the sector as a whole. That said, given the DTD’s quality tilt and performance relatively tied to big techs’ earnings, it is a fund that is worth keeping in the portfolio. Despite that, we should not expect the fund to keep pace with broader equity indexes like the S&P 500 in the long run, given their outsized allocation to mega-cap growth stocks, many of which are big techs, that are likely to continue to lead earnings growth over time. In addition, on the downside, its lower dividend yields and higher volatility relative to other dividend ETFs do not justify a more aggressive buy rate for the time being. ETF Description and Highlights DTD provides broad exposure to companies of all sizes that pay dividends in the U.S. market. It tracks the WisdomTree U.S. Dividend Index, which follows a multi-step process that starts with an initial universe of companies with at least $100 million in market capitalization and that have paid regular dividends over the past 12 months. The methodology also excludes high dividend-yield companies that have received ...
Amphenol ( APH ) declares $0.25/share quarterly dividend , in line with previous. Forward yield 0.72% Payable July 15; for shareholders of record June 23; ex-div June 23. See APH Dividend Scorecard, Yield Chart, & Dividend Growth. More on Amphenol Amphenol: Still On Fire, Starting To Look More Compelling Amphenol Corporation (APH) Q1 2026 Earnings Call Transcript Amphenol: Strong Growth Supported ...
Amphenol ( APH ) declares $0.25/share quarterly dividend , in line with previous. Forward yield 0.72% Payable July 15; for shareholders of record June 23; ex-div June 23. See APH Dividend Scorecard, Yield Chart, & Dividend Growth. More on Amphenol Amphenol: Still On Fire, Starting To Look More Compelling Amphenol Corporation (APH) Q1 2026 Earnings Call Transcript Amphenol: Strong Growth Supported By Hyperscalers Amphenol prices €1.1B Euro-denominated senior notes Amphenol forecasts Q2 2026 sales of $8.1B-$8.2B and adjusted EPS of $1.14-$1.16 as AI datacom demand accelerates
当地时间周四美股盘后，AI云计算基础设施公司CoreWeave将发布2026年一季度财报。 这家总部位于新泽西州利文斯顿、以租用英伟达最新芯片算力为核心业务的公司，自2025年3月IPO以来股价已累计暴涨245%，今年以来涨幅也达到93%。最近一个月，CoreWeave接连宣布与Meta、Anthropic和Jane Street Group签署合作协议，进一步点燃了市场热情。 但股价涨得越高，市...
当地时间周四美股盘后，AI云计算基础设施公司CoreWeave将发布2026年一季度财报。 这家总部位于新泽西州利文斯顿、以租用英伟达最新芯片算力为核心业务的公司，自2025年3月IPO以来股价已累计暴涨245%，今年以来涨幅也达到93%。最近一个月，CoreWeave接连宣布与Meta、Anthropic和Jane Street Group签署合作协议，进一步点燃了市场热情。 但股价涨得越高，市场的要求也越高。彭博追踪的36位分析师中，23位给出买入评级，仅2位建议卖出。然而，他们的平均12个月目标价为131美元，已低于CoreWeave周三的收盘价——这意味着，即便是看多的分析师， 也觉得当前股价已经“跑得太快了”。 当前市场对此次财报的担忧也很直接： 资本开支是否超预期、利润率能否持续扩张、债务水平及与OpenAI关系的最新进展。 华尔街在等什么数字？ 华尔街预计CoreWeave一季度营收接近20亿美元，较去年同期翻倍；每股亏损1.20美元，好于去年同期的1.49美元。 截至2025年12月31日，CoreWeave的收入积压订单（revenue backlog）已接近670亿美元。近期一系列新签合同，预计将进一步推高这一数字。 彭博智库分析师Anurag Rana在5月4日的报告中写道： CoreWeave一季度业绩很可能将呼应亚马逊和谷歌的强劲表现，反映AI算力需求上升以及近期基础设施扩张带来的高支出。我们认为，管理层大概率将上调2026年全年营收和资本开支目标，背后有近期一系列新融资协议作为支撑。 除了当季业绩，投资者还会重点关注三件事：全年营收指引、剩余履约义务（即订单积压）的规模，以及公司进入2027年的增长能见度。 担心一：资本开支失控 CoreWeave的商业模式，本质上是"借钱买英伟达芯片，再把算力租出去"。这意味着资本开支是核心变量，也是最大的风险点。 今年2月，CoreWeave披露资本开支将高于此前预期，股价当天暴跌19%，创下六个月最大单日跌幅。 Global X ETFs主题研究总监Tejas Dessai表示： 市场已经对CoreWeave的资本开支水平有了一定的心理预期。如果他们公布的数字远超这个预期，市场会非常仔细地审视。他们必须用相应规模的营收增长来支撑这些支出。 换句话说，烧钱可以，但得烧出成绩来。 担心二：利润率能否持续...
Poland supports plans for bond issuance by the European Union to help member states pay for defense spending to ward off threats from Russia, Finance Minister Andrzej Domanski said. “It’s important to have a common source of funding,” Domanski said at the Bloomberg Future of Finance event in Warsaw. “I’m in favor of eurobonds, but I’m realistic and pragmatic and realize it may be quite difficult t...
Poland supports plans for bond issuance by the European Union to help member states pay for defense spending to ward off threats from Russia, Finance Minister Andrzej Domanski said. “It’s important to have a common source of funding,” Domanski said at the Bloomberg Future of Finance event in Warsaw. “I’m in favor of eurobonds, but I’m realistic and pragmatic and realize it may be quite difficult to convince some member states to support this.” The country of 37 million has one of the EU’s most dynamic economies but it’s struggling with a budget deficit has ballooned in past years in part due to a ramp-up in defense spending amid war in neighboring Ukraine. The broad fiscal deficit topped 7% of gross domestic product last year and is set to shrink only marginally in 2026. Domanski is betting on economic growth to reduce the budget hole. “Gradually our deficit will go down, but security must be priority,” he said. Domanski said that EU members who are closer to the conflict in Ukraine are more in favor of unleashing new sources of funding for joint defense efforts beyond the bloc’s existing loans-for-weapons program. Read More: Baltic States Warn of Unfunded Debt for Europe’s Defense Splurge Concerns over the long-term impact of defense spending on public finances are shared also by other countries in the region. Officials in Estonia and Latvia on Thursday urged lawmakers to find sustainable sources of revenue to finance a massive surge in military spending and avoid growing government borrowing across the continent.
(RTTNews) - The CAC 40 benchmark that tracks the 40 largest French stocks based on the Euronext Paris declined on Thursday despite growing optimism over a diplomatic breakthrough between the U.S. and Iran.
(RTTNews) - The CAC 40 benchmark that tracks the 40 largest French stocks based on the Euronext Paris declined on Thursday despite growing optimism over a diplomatic breakthrough between the U.S. and Iran.
Police say man is not suspected of involvement in the theft itself and the phone has not been recovered Police investigating the theft of a phone belonging to Keir Starmer’s former chief of staff Morgan McSweeney have arrested a man. The man, who was arrested on Wednesday in Peckham, south London, is suspected of receiving the phone after it was stolen, the Metropolitan police said on Thursday. Co...
Police say man is not suspected of involvement in the theft itself and the phone has not been recovered Police investigating the theft of a phone belonging to Keir Starmer’s former chief of staff Morgan McSweeney have arrested a man. The man, who was arrested on Wednesday in Peckham, south London, is suspected of receiving the phone after it was stolen, the Metropolitan police said on Thursday. Continue reading...
Trump Paused Project Freedom After Gulf Allies Reportedly Suspended Base, Airspace Access It's no secret that America's Gulf allies bore the brunt of Iran's military retaliation in the wake of Operation Epic Fury. Now there are reports of Washington being brushed back when it comes to ongoing base access in the region. President Trump abruptly halted plans to support commercial shipping through th...
Trump Paused Project Freedom After Gulf Allies Reportedly Suspended Base, Airspace Access It's no secret that America's Gulf allies bore the brunt of Iran's military retaliation in the wake of Operation Epic Fury. Now there are reports of Washington being brushed back when it comes to ongoing base access in the region. President Trump abruptly halted plans to support commercial shipping through the Strait of Hormuz after Saudi Arabia suspended US military access to its bases and airspace for the operation, two US officials told NBC . Kuwait is reported to have imposed similar restrictions in wake of being on the receiving end of Iranian missiles. Prince Sultan Air Base in Saudi Arabia, file image According to the officials, Trump caught Gulf allies off guard when he announced Project Freedom on Truth Social, triggering anger in Riyadh. Saudi Arabia is said to have responded by informing Washington that US forces would not be permitted to operate aircraft from Prince Sultan Air Base southeast of Riyadh or transit Saudi airspace in support of the mission . Other Gulf allies were also reportedly surprised by the development, with Drop Site News also reporting Kuwait has made a similar move to cut or restrict base access. According to more details from the NBC report : In response, the Kingdom informed the U.S. it would not allow the U.S. military to fly aircraft from Prince Sultan Airbase southeast of Riyadh or fly through Saudi airspace to support the effort, the officials said. A call between Trump and Saudi Crown Prince Mohammed bin Salman did not resolve the issue , the two U.S. officials said, forcing the president to pause Project Freedom in order to restore U.S. military access to the critical airspace. But here is how Trump framed the pause at the time in a Truth Social post: "Based on the request of Pakistan and other Countries, the tremendous Military Success that we have had during the Campaign against the Country of Iran and, additionally"... and he also sa...
Insight Enterprises press release ( NSIT ): Q1 Non-GAAP EPS of $2.88 beats by $0.44 . Revenue of $2.12B (+1.0% Y/Y) in-line. Consolidated net sales increased 1% year over year Gross profit increased 14% year over year to $462.2 million and gross margin expanded 240 basis points to 21.7% Consolidated net earnings increased more than 100% year over year to $30.0 million Adjusted earnings before inte...
Insight Enterprises press release ( NSIT ): Q1 Non-GAAP EPS of $2.88 beats by $0.44 . Revenue of $2.12B (+1.0% Y/Y) in-line. Consolidated net sales increased 1% year over year Gross profit increased 14% year over year to $462.2 million and gross margin expanded 240 basis points to 21.7% Consolidated net earnings increased more than 100% year over year to $30.0 million Adjusted earnings before interest, tax, depreciation and amortization (“EBITDA”) increased 27% year over year to $152.0 million Diluted earnings per share of $0.97 increased more than 100% year over year More on Insight Enterprises Insight Enterprises: Looking For Greater Insights The Bottom Fishing Club: Insight Enterprises - Unloved AI Hardware/Software Buildout Pick Seeking Alpha’s Quant Rating on Insight Enterprises Historical earnings data for Insight Enterprises Financial information for Insight Enterprises
Tempus AI ( TEM) said Thursday it plans to offer $350M of convertible senior notes due 2032 in a private placement to qualified institutional buyers. The company also plans to give initial purchasers an option to buy up to an additional $52.5M of notes within 13 days of issuance. Tempus AI said it expects to use most of the proceeds to repay about $307.7M outstanding under its senior secured credi...
Tempus AI ( TEM) said Thursday it plans to offer $350M of convertible senior notes due 2032 in a private placement to qualified institutional buyers. The company also plans to give initial purchasers an option to buy up to an additional $52.5M of notes within 13 days of issuance. Tempus AI said it expects to use most of the proceeds to repay about $307.7M outstanding under its senior secured credit facilities, reducing interest expense and improving financial flexibility. Additional proceeds are expected to fund capped call transactions aimed at limiting shareholder dilution and for general corporate purposes, including acquisitions, investments, and working capital. Shares down ~1% premarket. More on Tempus AI Tempus AI, Inc. 2026 Q1 - Results - Earnings Call Presentation Tempus AI: Another Post-Earnings Dip Worth Buying Tempus AI, Inc. (TEM) Q1 2026 Earnings Call Transcript Tempus AI targets $1.59B-$1.6B revenue and about $65M adjusted EBITDA in 2026, backed by Merck collaboration Tempus AI Non-GAAP EPS of -$0.13 beats by $0.07, revenue of $348.11M beats by $2.67M
Chimera Investment ( CIM ) declares $0.50/share quarterly dividend , 11.1% increase from prior dividend of $0.45. Forward yield 14.67% Payable June 30; for shareholders of record June 1; ex-div June 1. See CIM Dividend Scorecard, Yield Chart, & Dividend Growth. More on Chimera Investment Chimera Investment Corporation Notes Analysis: CIMP Gets The Buy Rating Chimera Investment Corporation PFDs Upd...
Chimera Investment ( CIM ) declares $0.50/share quarterly dividend , 11.1% increase from prior dividend of $0.45. Forward yield 14.67% Payable June 30; for shareholders of record June 1; ex-div June 1. See CIM Dividend Scorecard, Yield Chart, & Dividend Growth. More on Chimera Investment Chimera Investment Corporation Notes Analysis: CIMP Gets The Buy Rating Chimera Investment Corporation PFDs Update: Buy Rating Shifts Chimera Investment: 30% Discount To Book With A 13% Yield Chimera Investment Q1 earnings aided by investment portfolio, residential origination volume Chimera Investment Q1 2026 Earnings Preview