The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.29%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.29%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...
The company behind the robot lawn mower that ran me over has changed its tune. Yarbo now plans to completely remove the remote backdoor access that could have let bad actors reprogram the robot over the internet. Yarbo customers will be able to decide whether that feature even gets installed in the first place, co-founder Kenneth Kohlmann pledges to The Verge . Yarbo had already promised on Friday...
The company behind the robot lawn mower that ran me over has changed its tune. Yarbo now plans to completely remove the remote backdoor access that could have let bad actors reprogram the robot over the internet. Yarbo customers will be able to decide whether that feature even gets installed in the first place, co-founder Kenneth Kohlmann pledges to The Verge . Yarbo had already promised on Friday that it would tackle many security issues head-on, closing the holes that let security researcher Andreas Makris easily hijack any of the bladed robots from the other side of the globe, while also exposing email addresses and GPS locations. But whe … Read the full story at The Verge.
LdF/E+ via Getty Images In a market where high-yielding income buoys usually come at the cost of capital appreciation, finding a high-conviction growth engine is key to maintaining a balanced barbell strategy. For dividend growth investors, the ultimate prize is a company that offers a safe starting yield backed up by the firepower to post mid-teens payout growth for the foreseeable future. My foc...
LdF/E+ via Getty Images In a market where high-yielding income buoys usually come at the cost of capital appreciation, finding a high-conviction growth engine is key to maintaining a balanced barbell strategy. For dividend growth investors, the ultimate prize is a company that offers a safe starting yield backed up by the firepower to post mid-teens payout growth for the foreseeable future. My focus for today has already secured $67 billion in year-to-date fundraising and is sitting on a massive $2.5 billion liquidity cushion. Even with this momentum, the market seems to be offering a rare window to still pick up shares at an attractive discount to fair value. Of course, I’m referring to Brookfield Asset Management ( BAM ). When I last covered BAM with a Buy rating in March , I liked that it closed out a record year for fundraising with a new quarterly record of $35 billion. I also appreciated that it had $3 billion of liquidity to begin 2026. The 14.9% hike in the quarterly dividend per share to $0.5025 was yet another positive. Lastly, shares were deeply undervalued. Two months later, I’m reaffirming my Buy rating. BAM’s $67 billion in fundraising through the first four months of the year positions it to crush its $112 billion record for fundraising in 2025. The company maintains A- and A credit ratings from S&P and Fitch, respectively. Sealing the deal on my Buy rating, shares are still priced at a double-digit percentage discount to my fair value estimate. BAM Is On Pace For A Record 2026 BAM Q1 2026 Earnings Press Release On May 8 th , BAM shared its earnings report for the first quarter ended March 31 st , 2026. The company’s total revenue surged 23.8% higher over the year-ago period to $1.34 billion during the quarter. This fell $110 million short of Seeking Alpha’s analyst consensus in the quarter. What led to these robust results for the first quarter? BAM’s management and incentive fees edged 3.8% higher year-over-year to $990 million during the quarter. T...
Maskot/DigitalVision via Getty Images So far the stock market in 2026 has mostly rewarded stocks that are supplying the data center buildup to get ready for AI. In my view, the next wave of gains will be concentrated in the actual software applications of AI, especially as companies look to prove that their investments into AI are yielding true ROI. Surprisingly, some of the earlier applied AI app...
Maskot/DigitalVision via Getty Images So far the stock market in 2026 has mostly rewarded stocks that are supplying the data center buildup to get ready for AI. In my view, the next wave of gains will be concentrated in the actual software applications of AI, especially as companies look to prove that their investments into AI are yielding true ROI. Surprisingly, some of the earlier applied AI applications are coming from older companies, like RingCentral, Inc. ( RNG ). Originally a provider of contact center infrastructure, the company has made a quick pivot to delivering agentic customer service capabilities. And though it’s too early to call the business in turnaround mode yet, strong attach rates for new AI products are changing the growth narrative for this company. The stock is up ~60% since January, and shares have rallied after a recent Q1 beat and raise. Data by YCharts I last wrote a buy article on RingCentral in February, when the stock was trading at under $40 per share. In hindsight I wish I’d had more conviction on my call and taken a larger stake. But though RingCentral has rallied since then, the combination of the company’s upward growth revision plus its rising margin profile makes me confident there is further upside ahead. I’m reiterating my buy rating here. Let’s take a moment to review the breadth of the AI opportunity ahead of RingCentral. First, we point out that contact centers and customer service have long been among the first areas to undergo automation. RingCentral’s push to build agentic AI solutions for contact centers, plus an orchestration platform that coordinates with other agents in the customers’ workflows, is expanding the company’s total TAM to a staggering $150 billion. RingCentral TAM (RingCentral Q1 earnings deck) Now, we note that the downside risk we should consider here is that many companies are vying for a slice of this pie. We note that SoundHound ( SOUN ), which was best known for creating automation software for rest...
lissart/E+ via Getty Images Constellation Energy ( CEG ) said Monday it hopes U.S. regulators will issue a decision as early as next month that will determine when the company's Three Mile Island nuclear power plant in Pennsylvania can restart, according to Reuters. Even as initial feedback from PJM Interconnection indicated the plant - now called the Crane Clean Energy Center - might not be ab...
lissart/E+ via Getty Images Constellation Energy ( CEG ) said Monday it hopes U.S. regulators will issue a decision as early as next month that will determine when the company's Three Mile Island nuclear power plant in Pennsylvania can restart, according to Reuters. Even as initial feedback from PJM Interconnection indicated the plant - now called the Crane Clean Energy Center - might not be able to deliver power to the grid until 2031, Constellation ( CEG ) executives said on the company's earnings conference call that the Federal Energy Regulatory Commission could make a decision in June or July on the company's request to transfer some of its rights to inject electricity onto the grid from its Eddystone natural gas-fired generating station to the Crane plant. The company also said it expects to deliver power to the Freestone data center in Texas, a project tied to its Calpine gas-fired generation assets in the state, by Q4, and the company achieved commercial operation at the Pin Oak Creek natural gas power plant in Fairfield, Texas, on April 30. Constellation ( CEG ) closed down 1.3% after reporting better-than-expected Q1 adjusted profit of $2.74/share on revenues of $11.12B, up 64% Y/Y, and reaffirming its full-year adjusted operating earnings guidance of $11-$12/share. The company also said its nuclear fleet produced 44,666 GWh in the quarter, down from 45,582 GWh a year ago, due to higher planned refueling outage days compared with last year. More on Constellation Energy Constellation Energy Q1 2026 Earnings Call Presentation Constellation Energy: Riding Nuclear Demand And The AI Power Boom Constellation Energy: Lower Prices Improves Upside, But Uncertainty Remains
NEW YORK, May 11, 2026 (GLOBE NEWSWIRE) -- Figure Technology Solutions (Nasdaq: FIGR; OPEN: FGRS), the leading blockchain-native capital marketplace for the origination, funding, sale and trading of tokenized assets, today announced financial results for the quarter ended March 31, 2026.
NEW YORK, May 11, 2026 (GLOBE NEWSWIRE) -- Figure Technology Solutions (Nasdaq: FIGR; OPEN: FGRS), the leading blockchain-native capital marketplace for the origination, funding, sale and trading of tokenized assets, today announced financial results for the quarter ended March 31, 2026.
Grain Management CEO and founder David Grain discusses what's next for telecom and digital infrastructure. He sees real workloads absorbing infrastructure and says they're 'very' active in deploying capital. He speaks with Katie Greifeld and Romaine Bostick on "The Close." (Source: Bloomberg)
Grain Management CEO and founder David Grain discusses what's next for telecom and digital infrastructure. He sees real workloads absorbing infrastructure and says they're 'very' active in deploying capital. He speaks with Katie Greifeld and Romaine Bostick on "The Close." (Source: Bloomberg)