FINRA has adopted significant changes to its margin rule with potential impacts on active investors. If you currently engage in or are considering an active investment strategy, be sure to understand what's changing and how this will affect you.
FINRA has adopted significant changes to its margin rule with potential impacts on active investors. If you currently engage in or are considering an active investment strategy, be sure to understand what's changing and how this will affect you.
French television broadcaster says the "video referee is the master of what he wants to see" in response to Bath boss Johann van Graan's TMO criticism.
French television broadcaster says the "video referee is the master of what he wants to see" in response to Bath boss Johann van Graan's TMO criticism.
Roundhill’s weekly-pay ETF lineup has built a following among income seekers willing to swap diversification for fat, frequent checks. Roundhill AMZN WeeklyPay ETF (CBOE:AMZW) is the Amazon flavor, and its weekly distributions have ranged from $0.152133 to $0.737091 per share since launch. The question is whether that paycheck holds up when Amazon’s stock cools or ... AMZW’s Weekly Payouts Drop 79...
Roundhill’s weekly-pay ETF lineup has built a following among income seekers willing to swap diversification for fat, frequent checks. Roundhill AMZN WeeklyPay ETF (CBOE:AMZW) is the Amazon flavor, and its weekly distributions have ranged from $0.152133 to $0.737091 per share since launch. The question is whether that paycheck holds up when Amazon’s stock cools or ... AMZW’s Weekly Payouts Drop 79% as Volatility Collapses; Can Investors Count on Them?
Diy13/iStock via Getty Images Earlier this month, Keurig Dr Pepper Inc. ( KDP ) completed the acquisition of a 96.22% stake in JDE Peet’s, a coffee and tea group whose brands include Jacobs, Douwe Egberts, and Peet’s Coffee. The deal materially expands Keurig Dr Pepper’s exposure to the global hot beverages market, a segment where Keurig is already under pressure. Visible Alpha consensus points to...
Diy13/iStock via Getty Images Earlier this month, Keurig Dr Pepper Inc. ( KDP ) completed the acquisition of a 96.22% stake in JDE Peet’s, a coffee and tea group whose brands include Jacobs, Douwe Egberts, and Peet’s Coffee. The deal materially expands Keurig Dr Pepper’s exposure to the global hot beverages market, a segment where Keurig is already under pressure. Visible Alpha consensus points to full-year revenues of $26.3 billion, implying a 58% year-on-year increase, largely reflecting the consolidation of JDE Peet’s. Stripping out the acquisition effect, however, organic growth is expected to slow to 5.2%, down from 8.6% in 2025, suggesting a cooling in core momentum. Keurig Dr Pepper faces some key challenges with coffee inflation weighing on its US Coffee division, consumer headwinds, and execution risks as the company begins to integrate JDE Peet’s. Across the company’s key divisions, the divergence is evident. The US Refreshment Beverages segment is expected to deliver a robust 7.5% constant currency growth in 2026, supported by volume expansion of 4.3% and price increases of 3.2%. Even so, this marks a deceleration from last year’s 11.9% constant currency growth. By contrast, the US Coffee segment remains a weak spot, with constant currency growth declining 1.4%, reflecting a 3.4% drop in volumes, only partially offset by price growth of 2.2%. Softer at-home consumption alongside persistently high green coffee prices continues to weigh on both margins and demand elasticity. The international segment, excluding JDE Peet’s, is expected to see constant currency growth of 6.7%, almost entirely driven by price. Analysts expect price growth of 6.8% for the full year, while volumes remain broadly flat at 0.1% Original Post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.
Take a glance at the stock market, and all appears well in the Brazilian economy. The Ibovespa has soared more than any other major index in the Americas over the past year — almost 60% in dollar terms at last count. But inside C-suites and corner shops and cafes all across the country, the picture is far bleaker. With borrowing costs hovering near a two-decade peak and credit growing increasingly...
Take a glance at the stock market, and all appears well in the Brazilian economy. The Ibovespa has soared more than any other major index in the Americas over the past year — almost 60% in dollar terms at last count. But inside C-suites and corner shops and cafes all across the country, the picture is far bleaker. With borrowing costs hovering near a two-decade peak and credit growing increasingly scarce, a historically high number of companies are fighting to keep their doors open. The latest high-profile example of a company dealing with mounting financial stress came just last week, when hospital operator Kora Saúde Participações SA filed for an out-of-court debt restructuring . It’s the same fate that a pair of corporate heavyweights — biofuels producer Raízen SA and supermarket chain Companhia Brasileira de Distribuição — had suffered weeks earlier. Much of the pain has fallen on smaller companies, a group that powers almost 30% of Latin America’s largest economy. Over eight million of them are now behind on their debt payments. In many ways, experts say, the reckoning was inevitable, a natural consequence of the borrowing binge unleashed by the pandemic. For President Luiz Inácio Lula da Silva , it comes at the worst possible time. Concern is mounting that the corporate distress will start to ripple through the broader economy just as Lula makes his final plea to voters to re-elect him in October. Deadlocked with the opposition candidate in polls, Lula has begun to roll out measures to shield households from the spillover effects. “This is essentially the hangover from the pandemic,” said Rafael Nogueira, managing partner at Chimera Capital. The stock rally is deceiving, he said, because the market is dominated by a handful of powerhouse firms. “The middle-market companies that form the backbone of Brazil’s economy aren’t necessarily listed, and many of them are now shut out of capital markets,” Nogueira said. When policy makers slashed borrowing costs to a re...
Nobody can predict the market's future with any true certainty. Based on their real-world experience and resulting wisdom, however, more than a few analysts anticipate a different kind of decade ahead. Mutual fund giant Vanguard expects average annual returns of only between 4% and 5% for this time frame, for instance, while Goldman Sachs ' Peter Oppenheimer believes U.S. stocks will lag the rest ...
Nobody can predict the market's future with any true certainty. Based on their real-world experience and resulting wisdom, however, more than a few analysts anticipate a different kind of decade ahead. Mutual fund giant Vanguard expects average annual returns of only between 4% and 5% for this time frame, for instance, while Goldman Sachs ' Peter Oppenheimer believes U.S. stocks will lag the rest of the world's performance between now and 2026. The advent of artificial intelligence (AI) only adds to any uncertainty, of course. It can improve efficiency, but it can also undermine employment. It's also possible that the massive investments currently being made in AI just won't pay off nearly as much as hoped. One thing is for sure, though. Investors are going to wrestle with all of this for a long while, spurring plenty of volatility in the meantime. If your gut's telling you now's a good time to chase a little less growth and set yourself up for a little more reliable income for a while, trust your gut. Here are three names to help get you started. Continue reading
EMS-FORSTER-PRODUCTIONS/DigitalVision via Getty Images Performance Assessment Celestica ( CLS ) ( CLS:CA ) has had a quick burst of healthy outperformance over the broader market index since my last update on the stock: Performance since HA's Last Article on CLS (Seeking Alpha, HA's Last Article on CLS) Elevator Pitch After the Q1 FY26 earnings release last week, I am still bullish. But I do spot ...
EMS-FORSTER-PRODUCTIONS/DigitalVision via Getty Images Performance Assessment Celestica ( CLS ) ( CLS:CA ) has had a quick burst of healthy outperformance over the broader market index since my last update on the stock: Performance since HA's Last Article on CLS (Seeking Alpha, HA's Last Article on CLS) Elevator Pitch After the Q1 FY26 earnings release last week, I am still bullish. But I do spot a couple of risks on the horizon: Scale-up of 1.6T networking is a key revenue driver for the next couple of years FCF margins should be monitored given massive capex ramps Sharp downward revisions for capex estimates on key customers are a risk to watch The valuation premium gap over its peers is reducing A textbook triangle base breakout signals further upside This article may use some Celestica-specific acronyms. If you are unfamiliar with Celestica, please refer to my initiating coverage article on Celestica to understand what CCS, ATS, HPS, and other things like networking switches mean. Scale-Up of 1.6T Networking is a Key Revenue Driver for the Next Couple of Years Celestica is winning major contracts with hyperscalers for its new 1.6T (1.6 terabits per second data transfer rate) Ethernet switches: ...we have secured a landmark program award for the design and manufacturing of a 1.6T, co-packaged optics Ethernet switch with a hyperscaler customer... We expect mass production to commence in 2027. Within our enterprise end market, the growth outlook remains very strong into 2027. As anticipated, volumes for our next-generation AI/ML compute program with a hyperscaler customer continue to scale through 2026. - CEO Robert Mionis in the Q1 FY26 earnings call I expect these 1.6T switch programs to ramp up in H2 FY26. We are already seeing an explosion in growth in the CCS segment, especially in the enterprise (hyperscaler and data center) segment: CCS' Communications vs Enterprise Revenue YoY (Company Filings, HA Analysis) Management expects further growth acceleration in ...
Trailer offers glimpses of Matt Damon as mythological hero Odysseus, Tom Holland as his son Telemachus and Anne Hathaway as his wife, Penelope The first trailer for Christopher Nolan’s adaptation of Homer’s The Odyssey has been released. Starring Matt Damon as mythological hero Odysseus, the epic film retells the story of Odysseus’ 10-year voyage back to his homeland of Ithaca after the Greek vict...
Trailer offers glimpses of Matt Damon as mythological hero Odysseus, Tom Holland as his son Telemachus and Anne Hathaway as his wife, Penelope The first trailer for Christopher Nolan’s adaptation of Homer’s The Odyssey has been released. Starring Matt Damon as mythological hero Odysseus, the epic film retells the story of Odysseus’ 10-year voyage back to his homeland of Ithaca after the Greek victory at the siege of Troy. Continue reading...