Earnings Call Insights: National Healthcare Properties (NHP) Q1 2026 Management View "In April 2026, NHP completed its initial public offering and listing on NASDAQ under the ticker symbol NHP." (President, CEO & Director Michael Anderson) "The offering raised gross proceeds of approximately $531 million" and "[p]roceeds were used to repay approximately $186 million of outstanding borrowings on ou...
Earnings Call Insights: National Healthcare Properties (NHP) Q1 2026 Management View "In April 2026, NHP completed its initial public offering and listing on NASDAQ under the ticker symbol NHP." (President, CEO & Director Michael Anderson) "The offering raised gross proceeds of approximately $531 million" and "[p]roceeds were used to repay approximately $186 million of outstanding borrowings on our revolving credit facility." (President, CEO & Director Anderson) "The senior housing operating properties or SHOP segment delivered exceptional results in the first quarter," and management said momentum was "continuing across the occupancy, rate and margin expansion fronts thus far in 2026." (President, CEO & Director Anderson) "During the quarter, the company entered into a definitive purchase and sale agreement to acquire a portfolio of 13 senior living communities for $64 million," structured as a joint venture with Discovery Senior Living where NHP "expects to hold an approximately 98.5% ownership interest." (President, CEO & Director Anderson) Management highlighted that the agreement "also includes a right of first refusal and a purchase option on an additional 13 senior living communities managed by Discovery Senior Living." (President, CEO & Director Anderson) "In May 2026, we entered into a definitive purchase and sale agreement to divest the portfolio of 86 outpatient medical facilities for aggregate consideration of approximately $528.2 million, inclusive of approximately $278 million of secured indebtedness to be defeased or assumed by the prospective purchaser." (President, CEO & Director Anderson) He said this was "an intentional reorientation of the company's capital towards senior housing" and "not a reflection of any deterioration in the quality or performance of the OMF portfolio." (President, CEO & Director Anderson) "First quarter normalized FFO was approximately $7.5 million or $0.26 per share," and CFO Andrew Babin noted it "excludes a $1.5 million ...
Taiwan Semiconductor Manufacturing sits at the center of the AI boom, linking companies worth roughly $30 trillion in market value to the island’s chip supply chain.
Taiwan Semiconductor Manufacturing sits at the center of the AI boom, linking companies worth roughly $30 trillion in market value to the island’s chip supply chain.
We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Micron Technology, Inc. (NASDAQ:MU) is one of the stocks discussed by Jim Cramer. Memory chip manufacturer Micron Technology, Inc. (NASDAQ:MU) is one of the hottest stocks in the AI era. The shares are up by a whopping 690% over […]
We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Micron Technology, Inc. (NASDAQ:MU) is one of the stocks discussed by Jim Cramer. Memory chip manufacturer Micron Technology, Inc. (NASDAQ:MU) is one of the hottest stocks in the AI era. The shares are up by a whopping 690% over […]
We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Broadcom Inc. (NASDAQ:AVGO) is one of the stocks discussed by Jim Cramer. Broadcom Inc. (NASDAQ:AVGO) is one of the largest semiconductor companies in the world. Its role in the AI market is defined through its ability to design custom […]
We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Broadcom Inc. (NASDAQ:AVGO) is one of the stocks discussed by Jim Cramer. Broadcom Inc. (NASDAQ:AVGO) is one of the largest semiconductor companies in the world. Its role in the AI market is defined through its ability to design custom […]
FBI Director Kash Patel testifies before a Senate Intelligence Committee hearing on Capitol Hill in Washington, D.C., U.S., March 18, 2026. Kevin Lamarque | Reuters FBI Director Kash Patel on Thursday filed an appeal of the recent dismissal of his defamation lawsuit against former FBI official Frank Figliuzzi . Patel had sued Figliuzzi in Houston federal court, alleging that the former FBI counter...
FBI Director Kash Patel testifies before a Senate Intelligence Committee hearing on Capitol Hill in Washington, D.C., U.S., March 18, 2026. Kevin Lamarque | Reuters FBI Director Kash Patel on Thursday filed an appeal of the recent dismissal of his defamation lawsuit against former FBI official Frank Figliuzzi . Patel had sued Figliuzzi in Houston federal court, alleging that the former FBI counterintelligence assistant director defamed him in a May 2, 2025, interview on MS NOW's "Morning Joe " by saying Patel had "been visible at nightclubs far more than he has been on the seventh floor of" FBI headquarters. U.S. District Court Judge George Hanks Jr., in his April 21 decision dismissing Patel's lawsuit, said that Figliuzzi's statement was "rhetorical hyperbole that cannot constitute defamation." "Accordingly, Dir. Patel has failed to state a claim against Figliuzzi, and his lawsuit must be dismissed," Hanks wrote. Read more CNBC politics coverage Gas tax holiday as Trump promises? Not so fast, trucking, construction industries say Trump doesn't need Congress to restart Iran strikes: Hegseth Analysis: Iran war hangs over Trump's China trip — and his presidency Congress members push Chinese auto parts ban before Trump China trip Patel's bid to overturn that ruling will be heard by the 5th Circuit U.S. Court of Appeals . His suit against Figliuzzi had said the former FBI official fabricated "a specific lie" about Patel because of his "clear animus" toward the director. "Since becoming Director of the FBI, Director Patel has not spent a single minute inside of a nightclub," Patel's suit said. Hanks dismissed Patel's suit a day after the FBI director filed an unrelated $250 million defamation lawsuit in D.C. federal court against The Atlantic magazine. The suit relates to an Atlantic article that alleged Patel has abused alcohol. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
India Panics, Further Tightens Gold Flows As Rupee Collapses Well, that escalated quickly... With the Rupee accelerating its declines to ever lower record lows against the dollar, Indian authorities have stepped up capital controls, focusing on curbing demand in the gold 'exit' route . 4 days ago, there were no signs of import duty hikes as Prime Minister Narendra Modi issued a rare weekend appeal...
India Panics, Further Tightens Gold Flows As Rupee Collapses Well, that escalated quickly... With the Rupee accelerating its declines to ever lower record lows against the dollar, Indian authorities have stepped up capital controls, focusing on curbing demand in the gold 'exit' route . 4 days ago, there were no signs of import duty hikes as Prime Minister Narendra Modi issued a rare weekend appeal urging citizens to forgo gold purchases as well as unnecessary foreign travel in order to help hold up the currency.. 2 days ago, tariffs were more than doubled on gold and silver imports to 15% and 6% respectively . And today, they are doing even more with India now tightening the advance authorisation route, effectively capping how much gold individual exporters can bring in through that channel . A government notification stated that imports of bullion exceeding 100 kilograms would be subject to prior authorization, adding that any subsequent imports would only be granted after exports equivalent to 50% had been carried out. The notification also introduced stricter checks for first-time applicants seeking permission to import gold under the scheme. The government has also linked future import approvals to export performance. India, the world’s third-largest oil importer, has been hit hard by the inflationary shock caused by energy disruptions in the Persian Gulf. Higher import bills have driven sharp foreign-exchange outflows , pushing the rupee down to a record low and prompting the Reserve Bank of India to step in and sell dollars . And the fact that gold is the country’s largest import item after crude oil does not help, which is why India is doing everything in its power to limit capital outflows. As UBS explains, the new curbs don't directly restrict the importing banks, but it does limit how much metal each participant can access, reducing the ability to build larger positions and tightening flows through the system . The broader backdrop is that India is no long...
We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Apple Inc. (NASDAQ:AAPL) is one of the stocks discussed by Jim Cramer. Even though consumer electronics giant Apple Inc. (NASDAQ:AAPL) has lost its place as the world’s most valuable company to NVIDIA, it nevertheless remains one of Cramer’s top […]
We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Apple Inc. (NASDAQ:AAPL) is one of the stocks discussed by Jim Cramer. Even though consumer electronics giant Apple Inc. (NASDAQ:AAPL) has lost its place as the world’s most valuable company to NVIDIA, it nevertheless remains one of Cramer’s top […]
Caesars Entertainment ( CZR ) rose 1.8% after a report that several banks have committed to a debt financing package for billionaire Tilman Fertitta's potential takeover of the casino giant. Lenders, including Morgan Stanley, are putting together about $5 billion of financing for a deal, according to a Financial Times report on Thursday, which cited people familiar with the matter. A potential tra...
Caesars Entertainment ( CZR ) rose 1.8% after a report that several banks have committed to a debt financing package for billionaire Tilman Fertitta's potential takeover of the casino giant. Lenders, including Morgan Stanley, are putting together about $5 billion of financing for a deal, according to a Financial Times report on Thursday, which cited people familiar with the matter. A potential transaction could still be weeks away, and there are still “significant hurdles” to overcome, according to the report. Fertitta's takeover offer is in the low $30s a share. Which banks will lead the financing is being worked out, though the debt part of the deal will be shared between a syndicate of banks, the FT said. Caesars and Morgan Stanley declined to comment to the FT. Fertitta did not immediately respond to a request for comment. More on Caesars Entertainment Caesars Entertainment, Inc. (CZR) Q1 2026 Earnings Call Transcript Caesars Entertainment, Inc. 2026 Q1 - Results - Earnings Call Presentation Caesars Entertainment Seems Headed Toward A Deal Caesars Entertainment drops as investors wait for M&A update The VICI-Golden Entertainment deal reinforces the dominant casino sale-leaseback trend
We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Corning Incorporated (NYSE:GLW) is one of the stocks discussed by Jim Cramer. Optical connectivity equipment manufacturer Corning Incorporated (NYSE:GLW)’s shares are up by 324% over the past year and by 123% year-to-date. Several analysts have discussed the firm recently. […]
We recently published Jim Cramer Revealed His Big AI Investing Fear & Discussed These 20 Stocks. Corning Incorporated (NYSE:GLW) is one of the stocks discussed by Jim Cramer. Optical connectivity equipment manufacturer Corning Incorporated (NYSE:GLW)’s shares are up by 324% over the past year and by 123% year-to-date. Several analysts have discussed the firm recently. […]
Apollo Global Management Inc. ’s insurance arm was the third-largest borrower at the end of March in the Federal Home Loan Bank system, further increasing its holdings since the end of last year. Athene Holding Ltd. owed $28.2 billion in loans, known as principal advances, to the FHLB as of March 31, according to data from the FHLB’s office of finance. That’s up from the end of 2025, when Athene w...
Apollo Global Management Inc. ’s insurance arm was the third-largest borrower at the end of March in the Federal Home Loan Bank system, further increasing its holdings since the end of last year. Athene Holding Ltd. owed $28.2 billion in loans, known as principal advances, to the FHLB as of March 31, according to data from the FHLB’s office of finance. That’s up from the end of 2025, when Athene was the second-biggest borrower in the system with a balance of $23.3 billion. In the first quarter, Wells Fargo & Co. was the top borrower with $30 billion of loans, while Truist Financial Corp. owed slightly less, the data showed. A spokesperson for Athene confirmed the firm’s participation and said the FHLB system’s lending enhances housing affordability while offering a high-quality asset at a reasonable return. The US Congress set up the FHLB system in 1932 to make it easier for savings and loan associations, insurers and banks to access funds so they could finance more mortgages, though borrowers aren’t required to use the money for that specific purpose. Over time, the system has grown into a liquidity backstop for large institutions, with loan balances totaling $734 billion as of end-March, up from $677 billion at the end of 2025. The top 10 borrowers accounted for more than a quarter of that amount. The first quarter’s roughly $58 billion increase was the biggest quarterly increase since the January-to-March period of 2023, when the amount outstanding topped $1 trillion amid a regional bank crisis. Demand was concentrated among the New York, Des Moines and Pittsburgh districts. At the end of 2025, the largest advance demand holders in these districts were MetLife for New York, Apollo Global Management in Des Moines and PNC Financial Service Group in Pittsburgh, according to JPMorgan Chase & Co. To be clear, the increase doesn’t signal strain given the role of advances as a standard liquidity tool. Still, it highlights how insurers are positioning themselves amid shi...
Stubborn inflation continues to hang over the economy, but investors can shore up their portfolios to guard against the ill effect of higher prices, according to Bank of America. Two data releases this week showed that inflation still has a long way to go before it reaches the Federal Reserve's 2% goal. The consumer price index rose 0.6% in April, bringing the one-year rate to 3.8% — the highest s...
Stubborn inflation continues to hang over the economy, but investors can shore up their portfolios to guard against the ill effect of higher prices, according to Bank of America. Two data releases this week showed that inflation still has a long way to go before it reaches the Federal Reserve's 2% goal. The consumer price index rose 0.6% in April, bringing the one-year rate to 3.8% — the highest since May 2023. Wholesale inflation grew 1.4% last month, or 6% on an annual basis — its fastest gain since December 2022. That pickup in prices requires investors to rethink their asset allocations, Bank of America investment and ETF strategist Jared Woodard wrote in a Wednesday note. "In the 2000-2019 era of low inflation, rapid globalization, deflationary tech, and peak demographics, all investors needed was 'US tech & Treasuries,'" he wrote. "Today, the urgent task for asset allocators is to prepare for inflationary boom and stagflationary bust scenarios." Woodard and his team of strategists highlighted a couple of trade ideas that are expected to benefit from inflation. Real assets Commodities have been a winning play for investors, with copper surging to a record close this week and oil prices remaining elevated amid the Iran war. The Bank of America strategists have taken a shine to stock ETFs in metals and mining, as well as master limited partnerships, noting that they are trading below long-term average valuations. Plays that Woodard's team highlighted in this space include the iShares U.S. Basic Materials ETF (IYM) , up more than 20% year to date and with an expense ratio of 0.38%. Constituents in the fund include Freeport McMoran , Nucor and Newmont , all ahead double-digits in 2026. The Tortoise North American Pipeline ETF (TPYP) is the bank's MLP play, up nearly 23% year to date and with an expense ratio of 0.4%. Names in the ETF include TC Energy , Enbridge and The Williams Cos. The fund also pays a dividend, offering a current yield of about 3.2%. Finally, nu...
Investors understand that nuclear power could play a meaningful role in meeting future energy demands that are severely straining traditional grids. What many also understand is that this is a market that will need time to develop, as it can take five years or longer to build a nuclear reactor, according to the World Nuclear Association. There are, however, companies that are profitable within the...
Investors understand that nuclear power could play a meaningful role in meeting future energy demands that are severely straining traditional grids. What many also understand is that this is a market that will need time to develop, as it can take five years or longer to build a nuclear reactor, according to the World Nuclear Association. There are, however, companies that are profitable within the nuclear energy market. Some companies either already have nuclear operations up and running or diversified energy revenue sources that position them to develop nuclear-related operations for future revenue that can turn into profits. That profitability limits the risk of investing in the sector, as the companies aren't dealing with the imminent threat of running out of cash, like companies such as GE Vernova (NYSE: GEV) and TC Energy (NYSE: TRP) . Continue reading
zhudifeng/iStock via Getty Images Investment Thesis For income-focused investors, the options for returns exceeding 10% that do not compromise tax efficiency or net asset value are limited. But an ETF like the NEOS MLP & Energy Infrastructure High Income ETF ( MLPI ) offers the perfect solution: it pays out monthly distributions of about 15% and reports them on Form 1099-DIV. As a result, investor...
zhudifeng/iStock via Getty Images Investment Thesis For income-focused investors, the options for returns exceeding 10% that do not compromise tax efficiency or net asset value are limited. But an ETF like the NEOS MLP & Energy Infrastructure High Income ETF ( MLPI ) offers the perfect solution: it pays out monthly distributions of about 15% and reports them on Form 1099-DIV. As a result, investors can hold shares of this fund in any type of account (a benefit for midstream sector investments) without running into UBTI issues. However, is MLPI's double-digit return really a "free lunch?" Could there be hidden pitfalls in the mechanism behind this return? When reviewing the fund’s prospectus, one discovers that its options strategy contains specific nuances not found in other funds managed by the NEOS team. This article will break down the fund’s payout structure and determine why investing in this asset is the right move for the remainder of 2026. While inflation risks are rising, along with the yield on 10-year U.S. Treasury bonds, my recommendation remains "Buy." Also, I'll compare MLPI's key metrics with those of its main competitors so we can see if the high payouts are justified in a volatile market. The Fundamental Concept Of MLPI MLPI is a fund managed by the NEOS team, and its investment concept is based on investments in midstream sector assets. Part of the holdings are structured as MLPs, while the fund itself is classified as a C-Corporation, given that partnerships account for no more than 25% of the capital. A further 75% of the portfolio consists of corporate stocks, allowing for investment in Canadian assets as well (a personal advantage for me). Therefore, rather than the complex K-1 form, investors in the fund receive tax reporting in the form of a 1099-DIV. MLPI shares can also be held in various types of accounts, excluding potential UBTI issues, such as IRA/401k retirement accounts. MLPI's main fundamental feature, as compared to other similar ET...
primeimages Tema ETF Trust filed a preliminary prospectus to potentially offer shares in an exchange-traded fund that focuses on trading and prediction markets. The ETF will be an actively managed ETF that aims to invest at least 80% of the ETFs net assets, which include borrowings for investment purposes, in common and preferred stocks of publicly listed companies that are trading and prediction ...
primeimages Tema ETF Trust filed a preliminary prospectus to potentially offer shares in an exchange-traded fund that focuses on trading and prediction markets. The ETF will be an actively managed ETF that aims to invest at least 80% of the ETFs net assets, which include borrowings for investment purposes, in common and preferred stocks of publicly listed companies that are trading and prediction markets companies, the filing said. Examples of companies that may be included in the ETF are financial exchanges, electronic trading venues, event contract platforms and prediction markets, commodity exchanges, trading infrastructure providers, brokerage platforms, trading and market-making firms, crypto trading venues, and financial data companies. It will generally invest in companies that have a market capitalization of at least $100M with no upper limit on a portfolio company's market cap. The filing did not provide expected fee rates or an expected trading symbol. The firm files the prospectus as the popularity of prediction markets surges. Currently, though, the biggest prediction market platforms aren't publicly traded. Some publicly traded firms, though, have partnerships and have made investments in prediction market venues. In October 2025, Intercontinental Exchange ( ICE ) agreed to invest up to $2B in Polymarket ( POLYMARKET ). And Robinhood Markets ( HOOD ) launched a prediction market hub on its platform more than a year ago. CME Group ( CME ) and FanDuel started rolling out their prediction marketplace i n December. More on Prediction Markets Interactive Brokers launches unified interface for trading on Kalshi, CME, ForecastEx Virtu Financial starts trading on prediction markets JPMorgan cautions staff on use of prediction markets, warns against insider trading CFTC chair calls prediction markets, sports betting 'two separate things'