Vertigo3d Crypto markets could regain momentum and approach record levels later this year as investor engagement begins to recover following a sharp pullback earlier in 2026, according to comments from Yoni Assia, chief executive of eToro ( ETOR ). Speaking in a recent interview, Assia said the broader digital asset market experienced a significant decline in trading activity during the first quar...
Vertigo3d Crypto markets could regain momentum and approach record levels later this year as investor engagement begins to recover following a sharp pullback earlier in 2026, according to comments from Yoni Assia, chief executive of eToro ( ETOR ). Speaking in a recent interview, Assia said the broader digital asset market experienced a significant decline in trading activity during the first quarter as cryptocurrency prices retreated from their previous highs. He noted that bitcoin ( BTC-USD ), which previously surged to roughly $126,000 in October, later dropped toward the $65,000 level before beginning to stabilize and rebound in recent weeks. Bitcoin has since climbed back above the $80,000 mark, helping improve sentiment across the crypto sector and fueling expectations of renewed retail participation. Assia said investor engagement tends to strengthen as prices recover and volatility returns to the market. He added that retail traders on eToro have continued “buying the dip” during periods of weakness in both equities and digital assets. Looking ahead, Assia said the company expects cryptocurrencies to move back toward all-time highs later this year alongside a broader resurgence in global crypto trading activity. Bitcoin ETFs: ( IBIT ), ( ARKB ), ( GBTC ), ( BRRR ), ( BTCO ), ( HODL ), ( BTCW ), ( FBTC ), ( BITB ), and ( EZBC ). More on markets SpaceX may become the largest company on the planet, says Ron Baron China’s high-tech exports surge nearly 40% as AI demand accelerates Michael Burry issues new market warning as stocks push to record highs 'The S&P 500 is not a diversified index anymore,' Apollo’s Slok says Goldman Sachs flags Amazon and Alphabet for inflating S&P 500 earnings growth figures
Providence Equity Partners is among suitors exploring an acquisition of Gamma Communications Plc , the London-listed telecommunication services company, people with knowledge of the matter said. The private equity firm has been working with advisers as it considers a potential purchase of Gamma, said the people, who asked not to be identified because the information is private. Shares of Gamma hav...
Providence Equity Partners is among suitors exploring an acquisition of Gamma Communications Plc , the London-listed telecommunication services company, people with knowledge of the matter said. The private equity firm has been working with advisers as it considers a potential purchase of Gamma, said the people, who asked not to be identified because the information is private. Shares of Gamma have fallen 3.3% this year, giving the company a market value of £810 million ($1.1 billion). Gamma said in April that it was working with Barclays Plc as an adviser and was in preliminary discussions with potential suitors, without naming them. It cautioned that the talks were at an early stage and may not result in a transaction. The deliberations remain ongoing and Providence may decide against pursuing a deal, the people said. Representatives for Providence and Gamma declined to comment. Newbury, England-based Gamma provides services such as cloud communications and connectivity, with operations in the UK, Germany, Spain and the Netherlands.
Earnings Call Insights: Bain Capital Specialty Finance (BCSF) Q1 2026 Management View "Net investment income per share for the first quarter was $0.42, representing an annualized return on equity of 10.0%." (CEO Michael Ewald) "Q1 earnings per share were $0.05, primarily driven by net unrealized losses across our investment portfolio." (CEO Ewald) "Subsequent to quarter end, our Board declared a s...
Earnings Call Insights: Bain Capital Specialty Finance (BCSF) Q1 2026 Management View "Net investment income per share for the first quarter was $0.42, representing an annualized return on equity of 10.0%." (CEO Michael Ewald) "Q1 earnings per share were $0.05, primarily driven by net unrealized losses across our investment portfolio." (CEO Ewald) "Subsequent to quarter end, our Board declared a second quarter dividend of $0.42 per share, payable to shareholders of record as of June 15, 2026." (CEO Ewald) "Credit performance across the portfolio remained fundamentally sound." (CEO Ewald) "Spreads on our Q1 new originations averaged approximately 550 basis points on a weighted average basis, while net leverage levels remained prudent at 4.4x EBITDA." (CEO Ewald) "Looking ahead into the second quarter to date, we have begun to see a pickup in volumes for new investment activities." (CEO Ewald) "We have observed pricing widen by an additional 25 to 50 basis points, reflecting the market's increasingly cautious tone." (CEO Ewald) "Based on this analysis, the majority of our software investments carry a relatively low risk of AI-driven disruption." (CEO Ewald) "Our portfolio continues to demonstrate solid underlying health and is supported by a well-diversified liability structure, strengthened by the issuance of unsecured debt earlier this year to proactively address our near-term 2026 maturity." (CEO Ewald) "Total investment income was $66.2 million for the 3 months ended March 31, 2026, as compared to $68.2 million for the 3 months ended December 31, 2025." (CFO Amit Joshi) Outlook "We believe BCSF's regular dividend of $0.42 per share can be maintained in the current environment." (CEO Michael Ewald) "However, at the same time, we will continue to thoughtfully evaluate our dividend policy alongside our Board on a quarterly basis." (CEO Ewald) "While we ended the quarter at the upper end of our target net leverage range of between 1.0 and 1.25x, we believe we remain i...
Dzmitry Dzemidovich Hims & Hers Health ( HIMS ) continued to draw bullish remarks from analysts even as the stock fell ~15% on Tuesday after the telehealth platform missed Street forecasts with its Q1 2026 financials, an outcome widely attributed to its recent pivot to brand-name drugs. While the company raised its full-year revenue outlook above consensus and also indicated better-than-expected Q...
Dzmitry Dzemidovich Hims & Hers Health ( HIMS ) continued to draw bullish remarks from analysts even as the stock fell ~15% on Tuesday after the telehealth platform missed Street forecasts with its Q1 2026 financials, an outcome widely attributed to its recent pivot to brand-name drugs. While the company raised its full-year revenue outlook above consensus and also indicated better-than-expected Q2 revenue, its adjusted EBITDA forecast for the current quarter fell short of analysts’ estimates, according to Bloomberg data. In March, the California-based health tech, once synonymous with compounded versions of GLP-1 drugs, agreed to sell Novo Nordisk’s ( NVO ) brand-name weight-loss therapies on its platform, ending a long-standing dispute with the Danish company. Citi analyst Daniel Grosslight argued that Hims ( HIMS ) is in a transition phase as it refocuses on branded drugs, new launches, and international growth, reducing reliance on compounded GLP-1s. With a Neutral rating on the stock, Grosslight added that while the company's ongoing business transformation has generated strong topline growth, its profitability will suffer in the near term. However, Needham analyst Ryan Macdonald, with a Buy recommendation, raised his price target on HIMS to $35 from $30 per share, arguing that long-term gains for investors can offset near-term margin-related headwinds. “The Novo partnership helps to bring in a large number of net new subs for HIMS to create a durable relationship with and cross-sell multiple categories of care like labs, testosterone, and menopause care,” Macdonald wrote. Seeking Alpha analyst Cyn Research also reiterated its Buy recommendation on Hims ( HIMS ), arguing that its pivot to brand-name drugs could hurt near-term margins but, at the same time, could reduce legal risk. “This will likely cause a hit on margins, but it is much better than being sued and potentially losing,” Cyn Research added. Investing Group Leader Tech Stock Pros also reiterated its...
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., May 5, 2026. Brendan McDermid | Reuters The U.S.-Iran war drags on with no sign yet of a peace deal. Someone needs to tell the stock market. After a small early drawdown near the outset of the war, the S&P 500 has rebounded to all-time highs, closing above 7,400 on Monday for the first time ever even as oil pri...
Traders work on the floor at the New York Stock Exchange (NYSE) in New York City, U.S., May 5, 2026. Brendan McDermid | Reuters The U.S.-Iran war drags on with no sign yet of a peace deal. Someone needs to tell the stock market. After a small early drawdown near the outset of the war, the S&P 500 has rebounded to all-time highs, closing above 7,400 on Monday for the first time ever even as oil prices remain at elevated levels. Some say the equity market is ignoring the coming impact of the war, fueled by speculative activity. But it's more than that. There are very real fundamental reasons for the comeback, including an economy much less reliant on oil to power it, strong company margins with energy costs as just a small input and tech companies whose businesses are insulated from the impact powering S&P 500 earnings forward. The index has made short work of recovering from its March low, having rebounded roughly 17% from around 6,300 in just a little over a month. Stock Chart Icon Stock chart icon S&P 500, YTD When the U.S. first struck Tehran on Feb. 28, the S&P 500 slid only about 8% peak to trough. In other words, it didn't even fallen into a correction — defined as a fall greater than 10% and less than 20% — that theoretically would follow an energy shock rippling through the global economy. At its height, since the conflict started, oil has climbed above $120 a barrel, and was last above $100. Gas prices have surged above $4.50 a gallon at the pump, and is above $5 in many states. Many investors chalked up the market's resilience to duration, meaning a hope that companies can navigate supply chain disruptions from the blockage of the Strait of Hormuz so long as they are temporary, and not so severe. But with stocks rallying even with the U.S.-Iran conflict in its third month, it's time to take a look at more constructive explanations. Here are some of them: Low company impact Even if the Strait of Hormuz reopens tomorrow, the damage has already been done. Expe...
I’m going to lead with the verdict. Our 24/7 Wall St. price target for IonQ (NYSE:IONQ) is $43.82 over the next 12 months, against a current price of $52.57. That implies -16.65% downside, and our model assigns this call a 90% confidence score, which I read as high conviction. The recommendation is sell, but as ... Prediction: IonQ Faces Headwinds That Could Push It Lower Despite Quantum Hype
I’m going to lead with the verdict. Our 24/7 Wall St. price target for IonQ (NYSE:IONQ) is $43.82 over the next 12 months, against a current price of $52.57. That implies -16.65% downside, and our model assigns this call a 90% confidence score, which I read as high conviction. The recommendation is sell, but as ... Prediction: IonQ Faces Headwinds That Could Push It Lower Despite Quantum Hype
The probability that the European Central Bank will need to raise borrowing costs due to the Iran war is rising, according to Bundesbank President Joachim Nagel . “I still hold out some hope for a significant easing of tensions in the Middle East — but we can’t ignore the high energy prices,” the German central banker told Handelsblatt in an interview. “Interest-rate hikes are becoming increasingl...
The probability that the European Central Bank will need to raise borrowing costs due to the Iran war is rising, according to Bundesbank President Joachim Nagel . “I still hold out some hope for a significant easing of tensions in the Middle East — but we can’t ignore the high energy prices,” the German central banker told Handelsblatt in an interview. “Interest-rate hikes are becoming increasingly likely unless the inflation picture changes fundamentally.” Economists are betting on two rate moves in 2026 — in June and September — with markets anticipating a third by year-end. Action at next month’s meeting would also coincide with new economic forecasts. “We are no longer in the baseline scenario of the Eurosystem projections, but are moving toward the adverse scenario,” Nagel said, referring to the different growth and inflation paths outlined by the ECB in March. The German also warned that “we may still have quite a bit of inflation ahead of us.” “It’s likely that price increases won’t be limited to fuel,” Nagel said. “We know from past experience that it can easily take 18 months for a supply shock to affect all categories of goods.” Nagel, one of the more hawkish members of the ECB’s Governing Council, acknowledged that a weak euro-area economy could influence next month’s decision. “Nobody likes to raise rates when growth is under intense pressure,” he said. “But our mandate is price stability. And in the long run, it’s better for everyone if it’s clear that we take our inflation target seriously and keep the inflation rate close to 2% over the medium term. We will do our job — no ifs, ands, or buts.” ECB Must Hike Rates Unless Outlook Improves, Kocher Says ECB to Hike Rates Twice in 2026 as Inflation Jumps, Survey Shows Lagarde Says ECB Torn Between Risk of Acting Too Early, Too Late The German also told Handelsblatt: On UniCredit’s attempt to take over Commerzbank : “This is a private-sector decision between two banks, supported by their shareholders. As ce...
Junk-rated firms are rushing to reprice and refinance existing US-dollar debt, seizing on renewed investor appetite for riskier loans to slash borrowing costs. More than 20 companies have kicked off deals to cut borrowing costs or extend maturities on nearly $30 billion of debt this week, the most volume since January, according to data compiled by Bloomberg. The rush underscores how sharply senti...
Junk-rated firms are rushing to reprice and refinance existing US-dollar debt, seizing on renewed investor appetite for riskier loans to slash borrowing costs. More than 20 companies have kicked off deals to cut borrowing costs or extend maturities on nearly $30 billion of debt this week, the most volume since January, according to data compiled by Bloomberg. The rush underscores how sharply sentiment has shifted, with investors now shrugging off fears over AI-driven disruption and the economic fallout from the war in Iran that brought the market to a near standstill just weeks ago. Instead, they’re pouring into the loan market at the fastest pace in several months, driven by resilient US economic growth and strong corporate earnings. The move has driven a rebound in loan prices, giving borrowers a chance to reduce financing costs at a time when inflation woes are dampening bets for lower rates. Firms seeking to capitalize on strong investor demand include Victory Capital Holdings Inc. The investment firm is asking lenders to cut the margin on a $980 million term loan maturing in 2032 by 0.25 percentage point to 1.75 percentage points above the Secured Overnight Financing Rate, according to a person with direct knowledge of the matter. The loan — originally sold last year at a slight discount — would also be repriced at par, the person added, asking not to be identified because the information is private. Pacific Dental Services Inc. , Genmab A/S and Talen Energy Corp are also trying to lower borrowing costs by 0.25 percentage point to as much as 0.75 percentage point through repricing offerings. Car battery manufacturer Clarios Global LP is seeking to reprice as much as $3.48 billion of existing loans. Repricings leave most of the terms of a loan the same, changing mainly the interest rate paid. Lenders who agree roll into the new terms, while those who don’t can be repaid and replaced with new investors. Other firms such as Modern Aviation Inc . and vegetation man...
Income investors in the Franklin International Low Volatility High Dividend Index ETF (NYSEARCA:LVHI) get paid well to sit through a quieter ride than most equity funds. LVHI screens developed-market ex-US stocks for above-average dividend yield and below-average price and earnings volatility, then weights them to dampen single-country and single-stock risk. The fund is having a ... International ...
Income investors in the Franklin International Low Volatility High Dividend Index ETF (NYSEARCA:LVHI) get paid well to sit through a quieter ride than most equity funds. LVHI screens developed-market ex-US stocks for above-average dividend yield and below-average price and earnings volatility, then weights them to dampen single-country and single-stock risk. The fund is having a ... International Dividend Payers are Raising Payouts Even as Free Cash Flow Tightens
The company named Open Doors Partners, Unicorns Exchange, Pachamama Capital, Lionheart Ventures, Hiive, Forge Global, Sydecar and Upmarket as companies that are not authorized to provide access to buy or sell its shares.
The company named Open Doors Partners, Unicorns Exchange, Pachamama Capital, Lionheart Ventures, Hiive, Forge Global, Sydecar and Upmarket as companies that are not authorized to provide access to buy or sell its shares.
Bank greenlit construction of the Canary Wharf tower last November after Rachel Reeves’ budget spared lenders tax hikes The boss of JP Morgan, Jamie Dimon, has warned he could scrap plans to build a new £3bn UK headquarters in London if Keir Starmer is replaced by a new Labour prime minister who is hostile to banks. JP Morgan revealed plans last November to build the tower in Canary Wharf, hours a...
Bank greenlit construction of the Canary Wharf tower last November after Rachel Reeves’ budget spared lenders tax hikes The boss of JP Morgan, Jamie Dimon, has warned he could scrap plans to build a new £3bn UK headquarters in London if Keir Starmer is replaced by a new Labour prime minister who is hostile to banks. JP Morgan revealed plans last November to build the tower in Canary Wharf, hours after lenders were spared tax hikes in Rachel Reeves’s autumn budget, after strong lobbying by the banking sector. Continue reading...
On May 7, 2026, Timothy P. Sullivan, Director at Option Care Health (NASDAQ:OPCH) , reported an open-market purchase of 24,154 shares at a weighted-average price of $20.69 per share according to the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($20.69); post-transaction value based on May 7, 2026 market close ($20.75). * 1-year price change calculated u...
On May 7, 2026, Timothy P. Sullivan, Director at Option Care Health (NASDAQ:OPCH) , reported an open-market purchase of 24,154 shares at a weighted-average price of $20.69 per share according to the SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($20.69); post-transaction value based on May 7, 2026 market close ($20.75). * 1-year price change calculated using May 7th, 2026 as the reference date. Continue reading
The iShares MSCI South Korea ETF (NYSEARCA:EWY) is up 80% year-to-date and about 200% over the past year, which is not what a country fund is supposed to do, especially one that spent a decade as the poster child for the “Korea discount.” The reason it has done it anyway is hiding in plain sight ... This “Boring” Country ETF Is Secretly A High-Octane AI Hardware Trade
The iShares MSCI South Korea ETF (NYSEARCA:EWY) is up 80% year-to-date and about 200% over the past year, which is not what a country fund is supposed to do, especially one that spent a decade as the poster child for the “Korea discount.” The reason it has done it anyway is hiding in plain sight ... This “Boring” Country ETF Is Secretly A High-Octane AI Hardware Trade
(RTTNews) - European stocks closed weak on Tuesday, weighed down by Middle East concerns and higher oil prices. Political uncertainty in the UK weighed as well on sentiment.
(RTTNews) - European stocks closed weak on Tuesday, weighed down by Middle East concerns and higher oil prices. Political uncertainty in the UK weighed as well on sentiment.
Rigetti Computing paired a revenue beat with a steady hand on its technical roadmap in its latest quarter, signaling a focus on the quality of its quantum systems over flashy “headline milestones.” Rigetti originally had delayed the timeline in January to allow for further technical refinements.
Rigetti Computing paired a revenue beat with a steady hand on its technical roadmap in its latest quarter, signaling a focus on the quality of its quantum systems over flashy “headline milestones.” Rigetti originally had delayed the timeline in January to allow for further technical refinements.
Sega Sammy Holdings' press release ( SGAMY ): FY GAAP EPS of - ¥ 25.59. Revenue of ¥ 487.5B (+13.7% Y/Y) beats by $484.35B. Operating Income: ¥47.10 billion , a slight decrease from the previous year's ¥48.10 billion . Adjusted EBITDA: ¥16.60 billion . The company maintains a total asset value of ¥627.30 billion and total net assets of ¥354.90 billion . More on Sega Sammy Holdings Sega Sammy Holdi...
Sega Sammy Holdings' press release ( SGAMY ): FY GAAP EPS of - ¥ 25.59. Revenue of ¥ 487.5B (+13.7% Y/Y) beats by $484.35B. Operating Income: ¥47.10 billion , a slight decrease from the previous year's ¥48.10 billion . Adjusted EBITDA: ¥16.60 billion . The company maintains a total asset value of ¥627.30 billion and total net assets of ¥354.90 billion . More on Sega Sammy Holdings Sega Sammy Holdings Inc. 2026 Q3 - Results - Earnings Call Presentation Historical earnings data for Sega Sammy Holdings Financial information for Sega Sammy Holdings
The United States market has shown robust performance, climbing 2.6% in the last seven days and achieving a remarkable 26% increase over the past year, with earnings forecasted to grow by 17% annually. In this thriving environment, growth companies with high insider ownership can be particularly appealing as they often indicate strong confidence from those who know the business best, aligning mana...
The United States market has shown robust performance, climbing 2.6% in the last seven days and achieving a remarkable 26% increase over the past year, with earnings forecasted to grow by 17% annually. In this thriving environment, growth companies with high insider ownership can be particularly appealing as they often indicate strong confidence from those who know the business best, aligning management interests with those of shareholders.
Jeremy Edwards/iStock Unreleased via Getty Images US Inflation Heats Up as New Fed Era Begins Rising inflation is once again dominating headlines, with April's headline CPI climbing to 3.8% year-over-year. Gas prices in particular have surged as the war in Iran has shocked energy markets. This comes on the heels of April’s FOMC meeting, which left interest rates unchanged . Notably, three official...
Jeremy Edwards/iStock Unreleased via Getty Images US Inflation Heats Up as New Fed Era Begins Rising inflation is once again dominating headlines, with April's headline CPI climbing to 3.8% year-over-year. Gas prices in particular have surged as the war in Iran has shocked energy markets. This comes on the heels of April’s FOMC meeting, which left interest rates unchanged . Notably, three officials dissented from the “easing bias” implied in the Fed’s statement, which was the highest number of dissents at a single meeting since 1992. Fed Chair Jerome Powell confirmed that his term will end on May 15 but that he plans to remain on the board until his separate term expires. Former Fed Governor Kevin Warsh is expected to take the helm following a Senate confirmation vote sometime this week. Kevin Warsh’s Fed: What His Appointment Means for Rate Cuts As Trump's nominee for Fed Chair, Warsh can be expected to face significant pressure to cut rates. In his congressional testimony, he argued that AI-driven productivity gains could help keep inflation in check, implying a rate cut path. However, any shift will require broad FOMC consensus , which has already signaled its reluctance . When looking at future rate probabilities, it appears traders are already pricing in the likelihood of a rate hike by year's end. More than 30% of traders expect an interest rate hike in December. CME FedWatch Source Link: CME FedWatch Tool as of 5/12/2026. The Bond Market Flips the Script on the Warsh Trade Since Warsh's selection for Fed chair nominee, bond traders have been steadily unwinding the “Warsh trade,” moving away from expectations of aggressive rate cuts. This coincided with the outbreak of war in Iran and subsequent energy shocks. Instead, they're pricing in a tighter monetary policy, with the 10Y-2Y spread narrowing. Bloomberg Source Link: Bloomberg However, interest rate moves are only one tool in the Fed's monetary toolbox. Warsh has also expressed his preference for a smaller ...
Shares of leading family safety platform Life360 (NASDAQ: LIF) are down 11% as of 1 p.m. ET on Tuesday after the company announced first-quarter earnings yesterday afternoon. Initially rising after hours yesterday, Life360's shares have slid today despite delivering excellent financial results. Revenue growth of 38% sailed past Wall Street's consensus, as did the company's earnings per share of $0...
Shares of leading family safety platform Life360 (NASDAQ: LIF) are down 11% as of 1 p.m. ET on Tuesday after the company announced first-quarter earnings yesterday afternoon. Initially rising after hours yesterday, Life360's shares have slid today despite delivering excellent financial results. Revenue growth of 38% sailed past Wall Street's consensus, as did the company's earnings per share of $0.03. Life360 also raised revenue guidance for 2026, now expecting 33% to 40%. However, a technical issue affecting registrations on Android devices weighed on monthly active user (MAU) growth and contributed to today's decline. Trading at 41 times free cash flow -- 123 times if you include stock-based compensation -- Life360 maintains a premium valuation even after its recent decline, so anything less than perfect earnings is viewed negatively. That said, I think Life360's earnings were excellent operationally, as the company: Image source: Getty Images. Continue reading