Tech writer Joanna Stern used AI to read medical results, respond to texts and serve as her therapist. She says her emotional connection to it was unsettling . Her new book is I Am Not a Robot.
Tech writer Joanna Stern used AI to read medical results, respond to texts and serve as her therapist. She says her emotional connection to it was unsettling . Her new book is I Am Not a Robot.
WisdomTree ( WT ) announced on Tuesday its April 2026 operating results, with firm-wide AUM reaching a record $158.7B by month-end. The company reported $1.2B of net inflows in April, while YTD inflows surpassed $7B, reflecting a 15% annualized organic growth rate. UCITS products remained a major growth driver, with AUM rising 36% YTD supported by nearly $3.5B of inflows and an 86% annualized orga...
WisdomTree ( WT ) announced on Tuesday its April 2026 operating results, with firm-wide AUM reaching a record $158.7B by month-end. The company reported $1.2B of net inflows in April, while YTD inflows surpassed $7B, reflecting a 15% annualized organic growth rate. UCITS products remained a major growth driver, with AUM rising 36% YTD supported by nearly $3.5B of inflows and an 86% annualized organic growth rate. Commodity & currency products led monthly inflows with $1.37B, while international developed market equity products brought in nearly $4B of inflows YTD. Moreover, the company completed the acquisition of Atlantic House Holdings Limited on May 1, adding around $4B in AUM along with additional revenue streams. Source: Press Release More on WisdomTree WisdomTree, Inc. 2026 Q1 - Results - Earnings Call Presentation WisdomTree, Inc. (WT) Q1 2026 Earnings Call Transcript WisdomTree: Time For Profit Taking Following A Strong Share Price Rally WisdomTree anticipates $53M interest expense in 2026 following Atlantic House close and convertible note refinancing WisdomTree Non-GAAP EPS of $0.27 beats by $0.02, revenue of $159.5M beats by $2.54M
Wages keep you afloat. Dividends keep paying whether you show up at work or not. That distinction is why income-focused investors trade glamorous growth multiples for cash that lands in the brokerage account on a predictable schedule, and why monthly payers hold a special place in retirement planning. A check every 30 days mirrors how ... Earn Monthly Checks: 3 Top Dividend Stocks Revealed
Wages keep you afloat. Dividends keep paying whether you show up at work or not. That distinction is why income-focused investors trade glamorous growth multiples for cash that lands in the brokerage account on a predictable schedule, and why monthly payers hold a special place in retirement planning. A check every 30 days mirrors how ... Earn Monthly Checks: 3 Top Dividend Stocks Revealed
Top Swedish universities are eager to deepen collaboration with Hong Kong in areas such as life sciences, the city’s innovation and technology minister has told the South China Morning Post during a visit to the country to strengthen ties. “What impressed us most during this trip to Sweden is the incredible enthusiasm of Swedish organisations, groups and individuals for cooperating with Hong Kong....
Top Swedish universities are eager to deepen collaboration with Hong Kong in areas such as life sciences, the city’s innovation and technology minister has told the South China Morning Post during a visit to the country to strengthen ties. “What impressed us most during this trip to Sweden is the incredible enthusiasm of Swedish organisations, groups and individuals for cooperating with Hong Kong. This exceeded my expectations,” Secretary for Innovation, Technology and Industry Sun Dong said on...
A striking observation from Charles Schwab’s On Investing podcast episode “Concentration Risk Meets Diversification Reality” reframes how passive investors should think about their S&P 500 exposure heading into the back half of 2026. Today, just three companies (Alphabet, Amazon, and Meta) account for approximately 70% of the increase in earnings expectations for calendar year 2026, ... Just 3 Com...
A striking observation from Charles Schwab’s On Investing podcast episode “Concentration Risk Meets Diversification Reality” reframes how passive investors should think about their S&P 500 exposure heading into the back half of 2026. Today, just three companies (Alphabet, Amazon, and Meta) account for approximately 70% of the increase in earnings expectations for calendar year 2026, ... Just 3 Companies Drive 70% of the S&P 500’s 2026 Growth Expectations
imaginima/E+ via Getty Images Introduction Last month I initiated coverage of the O&G company Kosmos ( KOS ) with a BUY rating and a price target of $4.97. Last week, Kosmos released its Q126 results and showed a quarterly EPS of -$0.07 vs a market expectation of +$0.08. Since the market saw the earnings print, the stock is down ~16% while the XOP ETF had a decline of around ~9%. I believe most of...
imaginima/E+ via Getty Images Introduction Last month I initiated coverage of the O&G company Kosmos ( KOS ) with a BUY rating and a price target of $4.97. Last week, Kosmos released its Q126 results and showed a quarterly EPS of -$0.07 vs a market expectation of +$0.08. Since the market saw the earnings print, the stock is down ~16% while the XOP ETF had a decline of around ~9%. I believe most of the price change is a result of a broader market rotation from O&G to technology. Investors are chasing momentum in technology stocks and funding it by selling their O&G holdings. Kosmos higher beta means it will struggle more than the overall sector. However, it is undeniable that the earnings report failed to impress the market. In this article I will analyze if the reaction makes sense and if the company has made concrete steps towards the turnaround, which is what underpins the BUY rating. Assessing the Turnaround Progress There are three main factors that lead to a success in Kosmos turnaround: (1) High oil prices combined with an effective hedging strategy, (2) Resolution of production problems that negatively impacted the operational performance in 2025 and (3) Reduction in leverage that allows for the cash flows to go to equity investors instead of debt holders exclusively. Let's assess what the earnings report showed regarding these three pillars. Oil Realized Prices and hedging strategy In my view, revenue was the main factor behind the EPS miss. First, sales volumes came in lower than expectation as the company exited the quarter in a ~1.3 million Boe underlift position (those barrels will be recognized in Q2). Second, realized prices came in at just $55.81/Boe, depressed by a higher proportion of lower-value gas sales from GTA and by the structural pricing lag embedded in Kosmos's contracts: West Africa oil is priced on a 5-10 day average around cargo loading, while GTA LNG uses a ~3 month trailing ICE Brent average. Management was explicit about this on the ea...
On May 12, 2026, Advocacy Wealth Management disclosed in a U.S. Securities and Exchange Commission filing that it sold 220,579 shares of PMBS, an estimated $10.95 million trade based on quarterly average pricing. According to an SEC filing dated May 12, 2026, Advocacy Wealth Management, LLC reduced its holdings in PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (NASD...
On May 12, 2026, Advocacy Wealth Management disclosed in a U.S. Securities and Exchange Commission filing that it sold 220,579 shares of PMBS, an estimated $10.95 million trade based on quarterly average pricing. According to an SEC filing dated May 12, 2026, Advocacy Wealth Management, LLC reduced its holdings in PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund (NASDAQ:PMBS) by 220,579 shares. The estimated transaction value was approximately $10.95 million, calculated using the average price over the first quarter of 2026. The quarter-end value of the position decreased by $11.06 million, capturing both the share sale and market price changes. PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund is structured to deliver exposure to the U.S. mortgage-backed securities market through an actively managed ETF format. The fund leverages PIMCO's fixed income expertise to select and manage a portfolio of mortgage-backed securities, aiming to optimize returns while managing risk. Continue reading
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
On a recent episode of The Pomp Podcast, investor Jordi Visser relayed an admission from Anthropic CEO Dario Amodei that reframes how to think about AI infrastructure demand. Anthropic, the maker of the Claude assistant, watched AI demand blow past every internal scenario they had modeled: “We planned our business for 2 or 3x [growth], ... Anthropic’s CEO: AI Demand Didn’t 2-3x as Expected, ‘We 80...
On a recent episode of The Pomp Podcast, investor Jordi Visser relayed an admission from Anthropic CEO Dario Amodei that reframes how to think about AI infrastructure demand. Anthropic, the maker of the Claude assistant, watched AI demand blow past every internal scenario they had modeled: “We planned our business for 2 or 3x [growth], ... Anthropic’s CEO: AI Demand Didn’t 2-3x as Expected, ‘We 80x’d the Business’
NiseriN/iStock via Getty Images Hindsight is 20/20 when it comes to stock market winners. The trick is to identify those winners before it becomes obvious to the rest of the market. Of course, a little bit of luck also helps along the way. This brings me to Kodiak Gas Services, Inc. ( KGS ), which I last covered in December 2025 in an article entitled : Kodiak Gas Services: Buy This Undervalued St...
NiseriN/iStock via Getty Images Hindsight is 20/20 when it comes to stock market winners. The trick is to identify those winners before it becomes obvious to the rest of the market. Of course, a little bit of luck also helps along the way. This brings me to Kodiak Gas Services, Inc. ( KGS ), which I last covered in December 2025 in an article entitled : Kodiak Gas Services: Buy This Undervalued Stock Before A Market Re-Rating . That appears to have been a prescient call, as the market did re-rate KGS, giving investors a 104% total return since my last piece. This has far outpaced the 7% rise in the S&P 500 ( SPY ) over the same timeframe. KGS Stock 1-Yr Trend (Seeking Alpha) In this article, I revisit KGS, including recent business results , and discuss why this durable income play is worth owning at the right price, so let’s dig in! Why KGS? Kodiak Gas Services is a leading compression, distributed power, and energy infrastructure services provider in the U.S. Its peers are USA Compression Partners LP ( USAC ) and Archrock Inc. ( AROC ). KGS’ services serve as a critical link in the infrastructure chain that enables the safe and efficient production of energy. KGS has one of the largest fleets of contract compression equipment. It serves both upstream and midstream customers across every major producing basin, with particular strength in the Permian Basin. KGS demonstrated another strong quarter in Q1 2026 , with adjusted EBITDA rising by 7% YoY to reach a record $190 million. Discretionary cash flow grew by 9% YoY and also reached a record of $126.5 million. These results were driven by strong customer demand in the contract compression business, which has outperformed expectations. Moreover, supply tightness has resulted in strengthening pricing power for KGS. This was reflected by a 3.7% YoY increase in pricing to $23.31 per revenue-generating horsepower. The outlook for KGS is rather strong, as lead times for 3,600 horsepower gas compression engines have now ex...
The case for owning Spotify (NYSE:SPOT) has long rested on a two-engine narrative: a Premium subscription business compounding nicely, with an Ad-Supported tier eventually catching up. On a recent Motley Fool Money earnings podcast, an analyst pushed back on the second half of that story, arguing the “ad-supported business isn’t necessarily going to be the ... ‘Ad-Supported Business Isn’t the Path...
The case for owning Spotify (NYSE:SPOT) has long rested on a two-engine narrative: a Premium subscription business compounding nicely, with an Ad-Supported tier eventually catching up. On a recent Motley Fool Money earnings podcast, an analyst pushed back on the second half of that story, arguing the “ad-supported business isn’t necessarily going to be the ... ‘Ad-Supported Business Isn’t the Path to Success’: Why One Analyst Says Spotify Should Lean on Pricing Power Instead
Energy will dominate Prime Minister Narendra Modi ’s visit to the United Arab Emirates on Friday as India moves to shore up stable supplies amid rising geopolitical tensions in West Asia. Modi and President Sheikh Mohamed bin Zayed will look to deepen and strengthen energy ties as well as trade and investment ties, Randhir Jaiswal, spokesperson of India ’s Ministry of External Affairs said on Tues...
Energy will dominate Prime Minister Narendra Modi ’s visit to the United Arab Emirates on Friday as India moves to shore up stable supplies amid rising geopolitical tensions in West Asia. Modi and President Sheikh Mohamed bin Zayed will look to deepen and strengthen energy ties as well as trade and investment ties, Randhir Jaiswal, spokesperson of India ’s Ministry of External Affairs said on Tuesday. This will be the second one-on-one meeting between the two leaders in five months. Modi’s visit comes weeks after the UAE quit OPEC , signaling a major shift in global oil politics that could eventually allow the Gulf nation to raise production outside quotas. The UAE’s exit has significant implications for India, which imports most of its energy from the gulf. The South Asian nation has long argued for stable and affordable oil prices. The two countries share a rapidly expanding strategic partnership including cooperation in defense and technology. The UAE is India’s third-largest trade partner and one of its biggest sources of investment. Separately, Iranian Foreign Minister Seyed Abbas Araghchi is expected to travel to India for the BRICS foreign ministers’ summit, according the state-backed Islamic Republic New Agency. India will host a two-day meeting of foreign ministers of the grouping starting May 14, Jaiswal said, adding Modi will be meeting them during the visit. The visit of the Iranian foreign minister coincides with Modi’s outreach to the UAE, highlighting India’s effort to maintain balanced ties with both Gulf Arab states as regional tensions reshape global energy and trade flows.