Six major Wall Street firms hiked their price targets on Cisco Systems (NASDAQ:CSCO) on May 14, following a blowout fiscal Q3 2026 report that sent shares surging roughly 19% after the close. The coordinated wave of revisions reflects a clear thesis shift: Cisco’s accelerating hyperscaler order book has decisively answered the long-running bear case that ... Six Firms Just Piled Into Cisco: Wall S...
Six major Wall Street firms hiked their price targets on Cisco Systems (NASDAQ:CSCO) on May 14, following a blowout fiscal Q3 2026 report that sent shares surging roughly 19% after the close. The coordinated wave of revisions reflects a clear thesis shift: Cisco’s accelerating hyperscaler order book has decisively answered the long-running bear case that ... Six Firms Just Piled Into Cisco: Wall Street Rushes to Hike Price Targets After 20% Earnings Pop
Gary Yeowell/DigitalVision via Getty Images Starwood Property Trust, Inc. ( STWD ) did not manage to restore its dividend coverage ratio in the first quarter and continues to suffer an increasing dividend shortfall in its business. While the REIT is seeing strong demand for new loan fundings, especially in its commercial real estates ("CRE") and infrastructure lending business, the fact that Starw...
Gary Yeowell/DigitalVision via Getty Images Starwood Property Trust, Inc. ( STWD ) did not manage to restore its dividend coverage ratio in the first quarter and continues to suffer an increasing dividend shortfall in its business. While the REIT is seeing strong demand for new loan fundings, especially in its commercial real estates ("CRE") and infrastructure lending business, the fact that Starwood Property under-earned its dividend for five consecutive quarters -- displaying an increasingly negative trend -- is highly concerning. As a result, while I am not yet ready to downgrade shares to Sell, I do have a slightly negative outlook on Starwood Property Trust and would expect the gap between share price and the REIT’s BV to continue widen unless the REIT significantly improves its coverage situation. Seeking Alpha Previous rating I specifically downgraded shares of Starwood Property from Strong Buy to Hold last year due to growing concerns about the REIT's dividend coverage. While I most recently (in February) maintained a Hold rating on Starwood Property, citing a strong liquidity position and the possibility of non-core asset sales in order to make up any dividend shortfall, the dividend trend is concerning, with STWD under-earning its dividend at a growing amount. Strong originations in the commercial segment In the first-quarter, Starwood Property grew its portfolio, through the lever of new originations, to $31.7B, showing a Q/Q increase of $1.0B. The portfolio grew, as we will see below, mainly because of new loans the REIT originated in its core business, commercial & residential lending. As we can see in the portfolio split below, Starwood Property has more than half of its assets -- a total of 52% -- invested in commercial loans which are responsible for 61% of earnings available for distribution (calculated before the deduction of corporate management expenses). Starwood Property A contradictory picture has emerged within Starwood Property, however, whi...
The long-term case for Costco rests on the fact that its membership model strengthens when inflation squeezes household budgets, and the data entering mid-2026 says that squeeze is back. Costco (NASDAQ:COST) closed Q2 FY2026 with 82.1 million paid memberships and an 89.7% worldwide renewal rate, a figure so stable across quarters it functions more like ... Inflation Just Hit 3.8% and Nine Out of T...
The long-term case for Costco rests on the fact that its membership model strengthens when inflation squeezes household budgets, and the data entering mid-2026 says that squeeze is back. Costco (NASDAQ:COST) closed Q2 FY2026 with 82.1 million paid memberships and an 89.7% worldwide renewal rate, a figure so stable across quarters it functions more like ... Inflation Just Hit 3.8% and Nine Out of Ten Costco Members Re-Up Every Year. Here Is Why That Math Matters.
Ralf Hahn Along with its Q1 results, Brookfield Corp. ( BN ) said it's advancing plans to combine Brookfield Corp. and its insurance business, or BNT. "As our insurance platform continues to scale, the combination will enhance capital efficiency and flexibility, supporting our ability to deploy capital globally into high-quality investment opportunities, and our commitment to provide excellent ser...
Ralf Hahn Along with its Q1 results, Brookfield Corp. ( BN ) said it's advancing plans to combine Brookfield Corp. and its insurance business, or BNT. "As our insurance platform continues to scale, the combination will enhance capital efficiency and flexibility, supporting our ability to deploy capital globally into high-quality investment opportunities, and our commitment to provide excellent service and long-term certainty for our policyholders," said Brookfield President Nick Goodman. The combination is expected to allow Brookfield to fully utilize its permanent capital base — an incremental ~$145B of cash, equities, real estate, and other investments — to support the growth of its insurance operations. Brookfield Corp. ( BN ) reported Q1 distributable EPS of $0.66, up from $0.65 in Q1 2025. Revenue of $18.6B, missing the Visible Alpha consensus of $21.1B, increased from $17.9B a year ago. Asset management distributable earnings rose to $765M from $684M in the year-ago quarter, while wealth solutions distributable earnings were flat at $430M. Operating businesses' distributable earnings of $360M dropped from $426M in Q1 2025. The company ended Q1 2026 with $188B of capital available to deploy, including $74B of cash financial assets and undrawn credit lines at the corporation, its affiliates, and its wealth solutions business, as well as $114B of uncalled private fund commitments. More on Brookfield Corporation Brookfield Corporation Is A Buy (Technical Analysis) Brookfield Is Building The Backbone Of The AI Economy Brookfield: Finding The Right Mix Of Capital Growth, Hard Assets, And High Margins Brookfield Asset Management prices $1B note offering Brookfield Asset Management launches $1 billion commercial paper program
I keep hitting the buy button on Dell Technologies (NYSE:DELL) for reasons that have almost nothing to do with the laptop on my desk. If every Inspiron, XPS, and Latitude vanished overnight, I would still be a buyer. The market files Dell under “PC company.” You should file it under “AI infrastructure compounder that nobody ... Even if Dell Laptops Disappeared, I’d Still Buy the Stock
I keep hitting the buy button on Dell Technologies (NYSE:DELL) for reasons that have almost nothing to do with the laptop on my desk. If every Inspiron, XPS, and Latitude vanished overnight, I would still be a buyer. The market files Dell under “PC company.” You should file it under “AI infrastructure compounder that nobody ... Even if Dell Laptops Disappeared, I’d Still Buy the Stock
加拿大皇家银行 环球资产管理公司今日公布了旗下多只ETF产品的2026年5月现金分红方案。本次分红涉及数十只ETF，覆盖加拿大及美国公司债、政府债、股息领导者及备兑看涨期权等多种策略类别。 分红方案详情 根据公告， RBC Canadian Ultra Short Term Bond ETF每单位派息0.125加元，RBC Canadian Dividend Covered Call ETF每单位...
加拿大皇家银行 环球资产管理公司今日公布了旗下多只ETF产品的2026年5月现金分红方案。本次分红涉及数十只ETF，覆盖加拿大及美国公司债、政府债、股息领导者及备兑看涨期权等多种策略类别。 分红方案详情 根据公告， RBC Canadian Ultra Short Term Bond ETF每单位派息0.125加元，RBC Canadian Dividend Covered Call ETF每单位派息0.150加元，RBC U.S． Dividend Covered Call ETF每单位派息0.140加元，成为本月分红金额靠前的产品。另外，跟踪美股股息领导者策略的RBC Quant U.S． Dividend Leaders ETF每单位派息0.040加元。 派息时间安排 公告显示，2026年5月22日登记在册的基金持有人，将于5月29日收到相应现金分红。此次月度分红延续了RBC环球资管定期为投资者提供现金回报的一贯安排。 风险提示 投资者进行ETF投资前，建议仔细阅读相关基金概况或招股说明书，了解管理费、交易佣金等费用情况，基金净值存在波动风险，过往业绩不预示未来表现。 责任编辑：张俊 SF065
Rasi Bhadramani/iStock via Getty Images Even by the hyperreactive standards of tech investors, the recent spike in the semiconductor sector has been something to see, with the PHLX Semiconductor Index up almost 70% in less than three months. Chip demand has definitely been improving, and the first quarter earnings cycle was positive, but the Street also was clearly waiting for that “all clear” sig...
Rasi Bhadramani/iStock via Getty Images Even by the hyperreactive standards of tech investors, the recent spike in the semiconductor sector has been something to see, with the PHLX Semiconductor Index up almost 70% in less than three months. Chip demand has definitely been improving, and the first quarter earnings cycle was positive, but the Street also was clearly waiting for that “all clear” signal for a sector that was expected to rebound in 2026. Vishay Intertechnology ( VSH ) has leveraged this sentiment rebound and then some, rising almost 110% since my last update . That’s better than the broader semiconductor space and comparables like Infineon ( IFNNY ), onsemi ( ON ), and Diodes ( DIOD ), but not quite as good as STMicro ( STM ) over that time. Semiconductor cycles tend to overshoot expectations on both ends of the cycle, so I’m not comfortable suggesting that the Street already has the upcycle fully captured in its numbers for Vishay. That said, valuation has already rebounded well back into the normal-to-bullish range vis-à-vis expected margins. There’s still upside potential here, particularly if share gains persist and management continues to execute on its “Vishay 3.0” program, but the low-hanging fruit is already off the tree. A Beat And Raise To Start The Year Vishay’s first quarter report was positive across the board; the only real issue I can see is that expectations were already cranking up, so it was perhaps not good enough to maintain the recent torrid pace of sentiment. Revenue rose 17% year over year and 5% quarter over quarter, beating expectations by about 2%. Growth was strong across the board, but industrial end-market growth really stood out with 22% yoy and 7% qoq growth, and strong growth in capacitors (up 25% yoy and 7% qoq) would seem to fit in with strong growth in grid investment reported by electrical equipment providers like ABB ( ABBNY ) and Hubbell ( HUBB ). Gross margin improved by 200bp yoy and 140bp qoq to 21%, beating the ...
Marvell (NASDAQ: MRVL) is heading into earnings after a huge rally. The upside thesis centers on AI infrastructure, data centers, custom silicon, networking, and optical connectivity, but the stock's premium valuation raises the stakes. The next earnings print could help answer w
Marvell (NASDAQ: MRVL) is heading into earnings after a huge rally. The upside thesis centers on AI infrastructure, data centers, custom silicon, networking, and optical connectivity, but the stock's premium valuation raises the stakes. The next earnings print could help answer w
Jefferies analyst Joseph Gallo raised his price target on Palo Alto Networks (NASDAQ:PANW) to $265 from $215, reiterating a Buy rating following CyberArk’s IMPACT26 Conference. The central thesis: frontier AI is compressing attack timelines, forcing enterprises to accelerate spending on automated, identity-based detection and response. The price target raise lands as Palo Alto Networks shares ... ...
Jefferies analyst Joseph Gallo raised his price target on Palo Alto Networks (NASDAQ:PANW) to $265 from $215, reiterating a Buy rating following CyberArk’s IMPACT26 Conference. The central thesis: frontier AI is compressing attack timelines, forcing enterprises to accelerate spending on automated, identity-based detection and response. The price target raise lands as Palo Alto Networks shares ... Jefferies Hikes Palo Alto Networks Price Target to $265: AI Is Compressing Attack Timelines
Over 70 percent of Americans oppose AI data center construction in their area, according to a new Gallup survey . Just seven percent said they were "strongly" in favor of new data centers. According to Gallup, data centers are so strongly disliked that Americans would prefer to live near a nuclear power plant than a data center - even at its peak, opposition to nuclear power plant construction top...
Over 70 percent of Americans oppose AI data center construction in their area, according to a new Gallup survey . Just seven percent said they were "strongly" in favor of new data centers. According to Gallup, data centers are so strongly disliked that Americans would prefer to live near a nuclear power plant than a data center - even at its peak, opposition to nuclear power plant construction topped out at 63 percent. Gallup's data is based on a March 2026 survey of 1,000 randomly-selected American adults in all 50 US states and the District of Columbia, along with an April 2026 survey of 2,054 adults "who are members of the Gallup Panel." … Read the full story at The Verge.