The head of US Border Patrol, the agency tasked with securing the nation’s frontiers and increasingly tapped by the Trump administration for immigration operations in American cities, announced his resignation Thursday. Michael Banks’ decision, announced in a Fox News interview and later confirmed by the Department of Homeland Security, is the latest leadership shake-up of officials implementing U...
The head of US Border Patrol, the agency tasked with securing the nation’s frontiers and increasingly tapped by the Trump administration for immigration operations in American cities, announced his resignation Thursday. Michael Banks’ decision, announced in a Fox News interview and later confirmed by the Department of Homeland Security, is the latest leadership shake-up of officials implementing US President Donald Trump’s immigration crackdown and comes as the Republican administration appears...
When AMD announced version 4 of its FidelityFX Super Resolution (FSR) graphics upscaling technology early last year, it came with strings attached: The improved hardware-backed image quality would be available only on Radeon RX 9000-series GPUs based on the RDNA4 architecture, not on any older Radeon GPUs. To date, AMD has released only a handful of 90-series graphics cards, including the RX 9070 ...
When AMD announced version 4 of its FidelityFX Super Resolution (FSR) graphics upscaling technology early last year, it came with strings attached: The improved hardware-backed image quality would be available only on Radeon RX 9000-series GPUs based on the RDNA4 architecture, not on any older Radeon GPUs. To date, AMD has released only a handful of 90-series graphics cards, including the RX 9070 XT, the RX 9070 , the 8GB and 16GB versions of the RX 9060 XT , and an RX 9060 that's only available to PC companies rather than end users. That list notably doesn't include any integrated GPUs, such as those found in AMD-powered thin-and-light laptops or gaming handhelds like the Steam Deck and its imitators. Over a year later, AMD Computing and Graphics SVP Jack Huynh has announced that a version of FSR 4 is finally coming to older GPUs. The rollout will begin in July with RDNA3- and 3.5-based GPUs, which include the Radeon RX 7000 series, as well as integrated GPUs like the Radeon 890M and Radeon 8060S. Read full article Comments
What Happened? Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) jumped 4.3% in the afternoon session after it received a flurry of bullish analyst ratings, with several firms significantly raising their price targets on optimism surrounding its role in the Artificial Intelligence (AI) boom. The move was propelled by multiple investment firms, including Wells Fargo, which increased ...
What Happened? Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) jumped 4.3% in the afternoon session after it received a flurry of bullish analyst ratings, with several firms significantly raising their price targets on optimism surrounding its role in the Artificial Intelligence (AI) boom. The move was propelled by multiple investment firms, including Wells Fargo, which increased its price target to $545 from $430. The firm's analysis suggested that revenue from AI-related semiconductors is potentially running 30% to 40% higher than previously anticipated. This sentiment was echoed by others, with Wolfe Research and Citi also lifting their price targets to $500. The consensus reinforces Broadcom's standing as a key supplier for AI infrastructure, signaling strong confidence from Wall Street in its future performance. Is now the time to buy Broadcom? Access our full analysis report here, it’s free. What Is The Market Telling Us Broadcom’s shares are somewhat volatile and have had 13 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business. The previous big move we wrote about was 22 days ago when the stock gained 4.3% on the news that the company announced an expanded collaboration with Google Cloud amid a broad rally in semiconductor stocks. The partnership with Google Cloud centered on their new Cloud Network Insights service, designed to help organizations monitor application and network performance. This news arrived as investor enthusiasm for the AI infrastructure sector surged, lifting many chip-related stocks. A broader market tailwind also helped, as a reported ceasefire extension in the Middle East created a positive environment for the market. Adding to the developments, Broadcom also recently disclosed a partnership with Meta to produce a new 2-nanometer AI chip. Together, these deals and posit...
American crypto billionaire Fred Ehrsam has become one of the most visible, high-profile foreign investors courting Venezuela, betting the sanctions-hit nation could offer outsized returns as its battered economy reopens. The 38-year-old Coinbase Global Inc. co-founder — worth $2.6 billion , according to the Bloomberg Billionaires Index — has made repeated trips to Caracas in recent months, people...
American crypto billionaire Fred Ehrsam has become one of the most visible, high-profile foreign investors courting Venezuela, betting the sanctions-hit nation could offer outsized returns as its battered economy reopens. The 38-year-old Coinbase Global Inc. co-founder — worth $2.6 billion , according to the Bloomberg Billionaires Index — has made repeated trips to Caracas in recent months, people familiar with the visits said. Ehrsam has met with senior Venezuelan and US officials, including interim president Delcy Rodríguez and US Interior Secretary Doug Burgum , as well as business executives and people close to the government to explore investments ranging from oil and gas to fintech and digital payments, the people said. Ehrsam did not respond to multiple requests for comment, nor did Venezuela’s information ministry. So far, talks have been exploratory and not resulted in any deals, the people said. They also said Ehrsam is keen not just to invest in fintech but in physical assets in Venezuela. He appeared Wednesday at an event hosted by state-run Banco de Venezuela , appearing alongside Román Maniglia, the bank’s head and one of former President Nicolás Maduro ’s finance vice ministers. In an address to attendees, he said he believed in Venezuela’s potential to become the best country in Latin America, according to state-run media. Ehrsam’s interest underscores how a small but growing group of financiers, energy traders and crypto entrepreneurs are positioning themselves for a possible Venezuelan recovery after years of economic collapse, hyperinflation and international isolation. Even though Venezuela remains one of the riskiest investment destinations in the world, with sanctions uncertainty, weak institutions and political volatility, some investors see the country as one of the few major distressed-asset opportunities globally. For crypto investors in particular, Venezuela offers a rare mix of distressed assets, widespread dollarization and high digital-...
派息方案与关键日期 西方资产全球高收益基金（Western Asset Global High Income Fund）宣布，将在2026年6月、7月和8月维持每月每股0.07美元的派息方案，与前次配息水平保持一致。根据本次公告的派息金额与当前股价估算，该基金的前瞻年化收益率约为13.44%。 本次派息的具体安排如下： 6月派息：除息日为6月23日，派息日为6月30日 7月派息：除息日为7月24日...
派息方案与关键日期 西方资产全球高收益基金（Western Asset Global High Income Fund）宣布，将在2026年6月、7月和8月维持每月每股0.07美元的派息方案，与前次配息水平保持一致。根据本次公告的派息金额与当前股价估算，该基金的前瞻年化收益率约为13.44%。 本次派息的具体安排如下： 6月派息：除息日为6月23日，派息日为6月30日 7月派息：除息日为7月24日，派息日为7月31日 8月派息：除息日为8月24日，派息日为8月31日 稳定的月度派息记录 该基金为月配息型产品，近一年来持续维持每股0.07美元的月度派息水平。历史数据显示，基金在2026年3月、4月同样派发了每股0.07美元的股息，长期维持稳定的月度分配政策。 基金投资策略 西方资产全球高收益基金是一家非多元化的封闭式管理投资公司，主要投资于全球范围内的投机级证券、新兴市场债务证券及投资级固定收益证券。基金由Western Asset Management管理，该公司是全球领先的固定收益资产管理机构，拥有超过50年经验，截至2026年3月31日管理资产规模约2289亿美元。基金经理团队包括Michael Buchanan、Ryan Brist、Ian Edmonds等多位资深专业人士。 责任编辑：张俊 SF065
Tamer ALKIS/iStock via Getty Images As we continue to move throughout the Q1 earnings season, I continue to emphasize investing in more beaten-down stocks that have little correlation with the broader S&P 500 ( SP500 ) or, more specifically, are not exposed to the semiconductor/AI data center trade that has driven virtually all the stock market's gains this year. A number of consumer stocks, in pa...
Tamer ALKIS/iStock via Getty Images As we continue to move throughout the Q1 earnings season, I continue to emphasize investing in more beaten-down stocks that have little correlation with the broader S&P 500 ( SP500 ) or, more specifically, are not exposed to the semiconductor/AI data center trade that has driven virtually all the stock market's gains this year. A number of consumer stocks, in particular, are showing resilience in the wake of a shakier global macro, and with multiples far more reasonable here than in tech hardware, there are plenty of value opportunities available. YETI Holdings, Inc. ( YETI ), the maker of popular coolers and drinkware products, has rallied ~5% after posting strong Q1 sales results . Its acceleration stands in contrast to many weaker retail names, and despite the jump, the stock remains down ~10% since the start of the year: Data by YCharts I last wrote an article upgrading YETI to a neutral rating in April, when the stock was trading in the high $30s. After parsing through YETI's latest quarterly results, I'm particularly encouraged by the company's recovery in U.S. sales, while still looking to international for the next leg of this company's growth. I'm upgrading YETI by one further notch to a Buy rating. While risks still definitely remain here, I do think YETI is on an upward trajectory, and further share price gains are supported by a modest valuation. For investors who are newer to YETI, here is my full long-term bull case for the company: For a consumer products company, YETI has elevated gross margins. Though tariffs have certainly taken a bite out of YETI's profitability, we note that the company's mid-50s gross margins still remain quite elevated and give the company ample ability to generate economies of scale as it ramps up sales and production volumes. Channel evolution to become a much heavier direct-to-customer ("DTC") presence. The company notes that in 2015, resellers were responsible for 92% of the company's sal...
Aristides Capital increased its position in Carter's (NYSE:CRI) by 90,533 shares in the first quarter, an estimated $3.29 million trade based on quarterly average pricing, according to a May 14, 2026, SEC filing. According to an SEC filing dated May 14, 2026, Aristides Capital bought 90,533 additional shares of Carter's in the first quarter. The estimated transaction value was $3.29 million, calcu...
Aristides Capital increased its position in Carter's (NYSE:CRI) by 90,533 shares in the first quarter, an estimated $3.29 million trade based on quarterly average pricing, according to a May 14, 2026, SEC filing. According to an SEC filing dated May 14, 2026, Aristides Capital bought 90,533 additional shares of Carter's in the first quarter. The estimated transaction value was $3.29 million, calculated from the period's average closing price. The quarter-end value of the position increased by $3.48 million, a figure that includes both the new shares and share price movement. Carter’s, Inc. is a leading provider of branded children’s wear, leveraging a diverse portfolio of well-known brands and a broad distribution footprint spanning retail, wholesale, and e-commerce channels. The company's scale, established brand recognition, and multi-channel strategy position it as a dominant player in the children's apparel market. Continue reading
Lebazele/iStock via Getty Images Compass Minerals ( CMP ) up 0.4% in Thursday's trading as J.P. Morgan upgraded shares to Neutral from Underweight with a $30 price target, raised from $20, saying North America's second-largest producer of salt is in a multiyear process of re-establishing itself as a reliable generator of free cash. JPM's Jeffrey Zekauskas said Compass ( CMP ) right-sized its inven...
Lebazele/iStock via Getty Images Compass Minerals ( CMP ) up 0.4% in Thursday's trading as J.P. Morgan upgraded shares to Neutral from Underweight with a $30 price target, raised from $20, saying North America's second-largest producer of salt is in a multiyear process of re-establishing itself as a reliable generator of free cash. JPM's Jeffrey Zekauskas said Compass ( CMP ) right-sized its inventory and reduced its net leverage in 2025 and revised its forecasting methodology for its salt volumes while aligning its production, sales, and inventory processes for a more conservative idea of what a "normal" winter season may bring; the result may be more predictable cash generation at the cost of some upside in a very snowy winter, the analyst said. Zekauskas believes the stock's multiple premium, which has been eroded by a longer-term weakening of road salt demand due to warmer weather in North America, operating challenges in its sulfate of potash business in Utah, and frustrated growth initiatives, is beginning to recover, and leverage is moving lower as Compass ( CMP ) executes on improving its operations and working capital management. More on Compass Minerals Compass Minerals Q2 2026 Earnings Call Transcript Compass Minerals: Pittsburgh's Ice Reveals The Value Chain Seeking Alpha’s Quant Rating on Compass Minerals
派息方案与关键日期 西方资产市政高收益基金（Western Asset Municipal High Income Fund）近日宣布，将维持每月每股0.034美元的派息方案，与前次配息水平保持一致。根据本次公告的派息金额与当前股价估算，该基金的预估年化收益率约为5.9%。 本次派息的股权登记日为2026年5月21日，除息日为同一天，派息日为2026年5月29日。这意味着在5月21日除权日前一天结...
派息方案与关键日期 西方资产市政高收益基金（Western Asset Municipal High Income Fund）近日宣布，将维持每月每股0.034美元的派息方案，与前次配息水平保持一致。根据本次公告的派息金额与当前股价估算，该基金的预估年化收益率约为5.9%。 本次派息的股权登记日为2026年5月21日，除息日为同一天，派息日为2026年5月29日。这意味着在5月21日除权日前一天结算时持有该基金的投资者，将有权参与此次派息。 稳定的月度派息记录 该基金为月配息型产品，近一年来持续维持每股0.034美元的月度派息水平。历史数据显示，基金在2026年3月和4月同样派发了每股0.034美元的股息，显示出收益分配政策上的稳定性和延续性。 基金投资策略 西方资产市政高收益基金是一只多元化的封闭式管理投资公司，主要投资于美国各州及地方政府发行的中长期市政债券。该基金的投资目标是为投资者寻求免缴联邦所得税的高流动性收入，适合有税务规划需求且追求固定收益的投资者。基金由西方资产管理公司管理，采用自上而下的宏观经济分析与自下而上的信用研究相结合的投资方法。 责任编辑：张俊 SF065
Wachiwit Evercore ISI backed up its bullish view on Netflix ( NFLX ) after taking in the streaming giant's Upfront presentation this week. Analyst Mark Mahaney and his team said they're focusing on the “five mores” that were announced in the form of more users, more ad surfaces, more countries, more NFL, and more content. Specifically, Netflix ( NFLX ) disclosed 250M monthly average viewers, two n...
Wachiwit Evercore ISI backed up its bullish view on Netflix ( NFLX ) after taking in the streaming giant's Upfront presentation this week. Analyst Mark Mahaney and his team said they're focusing on the “five mores” that were announced in the form of more users, more ad surfaces, more countries, more NFL, and more content. Specifically, Netflix ( NFLX ) disclosed 250M monthly average viewers, two new ad formats, geographic expansion, three additional NFL games, and 40 scripted series with 27 returning. "These mores, along with the constructive updates to Netflix’s ad tech stack offering, leave us more confident in NFLX’s medium- and long-term growth outlook," wrote Mahaney. In terms of valuation, Netflix ( NFLX ) sitting at a three-year low 23X P/E multiple was noted to make the risk-reward for investors highly attractive, especially considering what should be a “highly resilient” 20% to 25% EPS and free cash flow growth outlook, based on low double-digit revenue growth, consistent operating margin expansion, and share repurchases. Evercore ISI has an Outperform rating on Netflix ( NFLX ) and a price target of $115. More on Netflix Don't Cancel Your Netflix Investment Disney And Netflix: Both Names Look Attractive Netflix Reigns Supreme With Unmatched Viewership, Global Reach, And Robust Fundamentals Netflix expanding AI-generated content with INKubator animation studio Netflix brings back fan favorites, more NFL games, and Quasimodo at the 2026 Upfront event