It’s the Super Bowl of index rebalancing tonight! The biggest news was the S&P 500 adding Vertiv (VRT), Lumentum (LITE), Coherent (COHR), and EchoStar (SATS). However, S&P Dow Jones Indices also rebalanced other indexes like the S&P 100 and S&P MidCap 400. Four stocks were added to the S&P 100 on the evening of March ... MU, LRCX, AMAT, GEV All Added to the S&P 100 As AI Stocks Gain Influence
It’s the Super Bowl of index rebalancing tonight! The biggest news was the S&P 500 adding Vertiv (VRT), Lumentum (LITE), Coherent (COHR), and EchoStar (SATS). However, S&P Dow Jones Indices also rebalanced other indexes like the S&P 100 and S&P MidCap 400. Four stocks were added to the S&P 100 on the evening of March ... MU, LRCX, AMAT, GEV All Added to the S&P 100 As AI Stocks Gain Influence
Is Novo Nordisk (NYSE: NVO) a bargain or a value trap as it battles Eli Lilly (NYSE: LLY) for GLP‑1 leadership, execution credibility, and premium growth? Watch the video below to see how investors might navigate this high‑stakes rivalry. *This video was published on Feb. 24, 2026. Continue reading
Is Novo Nordisk (NYSE: NVO) a bargain or a value trap as it battles Eli Lilly (NYSE: LLY) for GLP‑1 leadership, execution credibility, and premium growth? Watch the video below to see how investors might navigate this high‑stakes rivalry. *This video was published on Feb. 24, 2026. Continue reading
In this podcast, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss: Nvidia 's earnings. 's earnings. The evolving landscape for CPUs and GPUs. The bull vs. bear look at MercadoLibre 's earnings. 's earnings. The Trade Desk's quarterly results. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out ...
In this podcast, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss: Nvidia 's earnings. 's earnings. The evolving landscape for CPUs and GPUs. The bull vs. bear look at MercadoLibre 's earnings. 's earnings. The Trade Desk's quarterly results. To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy. A full transcript is below. This podcast was recorded on Feb. 26, 2026. Tyler Crowe: Come on. You knew we were going to talk about NVIDIA earnings. This is Motley Fool Money. Welcome to Motley Fool Money. I'm Tyler Crowe, and today I'm joined by longtime Fool contributors Matt Frankel and Jon Quast. Earnings are still the topic of the week, and some investor favorites are certainly reporting. We're going to get into the results of the Trade Desk, and I'm going to pester Jon and Matt about Mercado Libre's most recent quarter. But first, it would be hard to be taken seriously as an investing podcast and not discuss NVIDIA's earnings right at the top. We're going to get right into it here. Shares of NVIDIA are down about 4% as we tape today after the company reported fourth quarter and full year 2025 results. It's been a minute since we've seen NVIDIA report earnings that didn't blow analysts and investors away. It looks like based on the stock market reaction, that was the case today. Because apparently, 73% year over year growth for revenue doesn't wow anyone anymore, Jon? Jon Quast: It wows this guy. Here's what wowed me. Somehow, NVIDIA's growth is still accelerating. You pointed to the 73% revenue growth in its most recent quarter. That's insane as it is. But next quarter, it expects around 77% growth. Let's just put these numbers into a little bit of more tangible, contextualized perspective here. NVIDIA for the year, it just reported 216 billion in revenue. It added 85 billion in revenue compared to the previous year. There are compani...
PM Images/DigitalVision via Getty Images Introduction The Dividend Champions list is a monthly compilation of companies which have consistently increased their annual dividend payouts. However, since this list is only produced once per month, the data in it can quickly get out of date. Furthermore, with around 700 companies on the list, the sheer amount of data can quickly become overwhelming. In ...
PM Images/DigitalVision via Getty Images Introduction The Dividend Champions list is a monthly compilation of companies which have consistently increased their annual dividend payouts. However, since this list is only produced once per month, the data in it can quickly get out of date. Furthermore, with around 700 companies on the list, the sheer amount of data can quickly become overwhelming. In this weekly series, I highlight recent and upcoming dividend related activity for dividend stocks on the Dividend Champions list. In the data presented below, Yield is forward annualized and Years reflects the up-to-date streak, including dividends declared since the last edition of the Dividend Champions list. Dividend Changes In the past week, the following companies declared dividends which changed from their previous payouts. Increases: Company Symbol Ex-Div Pay Old Rate New Rate Increase Yield Years Horace Mann Educators Corporation ( HMN ) 3/17 3/31 0.35 0.36 2.86% 3.32% 17 Korn Ferry ( KFY ) 3/27 4/15 0.48 0.55 14.58% 3.46% 6 RCI Hospitality Holdings, Inc. ( RICK ) 3/16 3/31 0.07 0.08 14.29% 1.39% 8 Ross Stores, Inc. ( ROST ) 3/13 3/31 0.405 0.445 9.88% 0.84% 6 Waste Management, Inc. ( WM ) 3/13 3/27 0.825 0.945 14.55% 1.54% 23 Click to enlarge Decreases: None Last Chance to Buy These dividend growth stocks have ex-dividend dates approaching. The following tables indicate the last day you can buy these stocks in order to be eligible for the upcoming dividend. Tables are sorted alphabetically by symbol. Monday Mar 9 (Ex-Div 3/10) Company Symbol Pay Date Payout Price Yield Years Ameren Corporation ( AEE ) 3/31 0.75 111.52 2.69% 13 Becton, Dickinson and Company ( BDX ) 3/31 1.05 167.12 2.51% 54 CME Group Inc. ( CME ) 3/26 1.3 317.10 1.64% 16 Canadian National Railway Company ( CNI ) 3/31 0.915 CAD 106.78 2.54% 31 CNO Financial Group, Inc. ( CNO ) 3/24 0.17 41.54 1.64% 14 CRA International, Inc. ( CRAI ) 3/20 0.57 177.47 1.28% 10 Elevance Health Inc. ( ELV ) 3/25 1.72 28...
At the longtime civil rights activist’s memorial celebration on Friday, the Rev Jesse Jackson was remembered as a “champion” for the “poor and the dispossessed” – as well as “one of the most effective community and political organizers of our time”. Such tributes came from past Democratic US presidents Barack Obama, Bill Clinton and Joe Biden, along with former vice-president Kamala Harris, who re...
At the longtime civil rights activist’s memorial celebration on Friday, the Rev Jesse Jackson was remembered as a “champion” for the “poor and the dispossessed” – as well as “one of the most effective community and political organizers of our time”. Such tributes came from past Democratic US presidents Barack Obama, Bill Clinton and Joe Biden, along with former vice-president Kamala Harris, who received cheers and applause while they joined thousands of others in a Chicago church for a celebration of life for Jackson. Outside the church on Chicago’s South Side, crowds formed long lines as TV screens showed highlights from some of the best-known speeches delivered by Jackson, who spent more than half a century in public life and mounted a strong campaign for the Democratic presidential nomination in 1988. Vendors on site offered hoodies with his slogan “I am somebody.” Obama was met with a standing ovation upon taking the stage to eulogize Jackson, whom he compared to the prophet Isaiah in his remarks. Jackson, Obama remarked, was “a man who, when the poor and the dispossessed needed a champion and the country needed healing, stepped forward again and again and again and said: ‘send me’”. Obama added that Jackson’s first presidential campaign inspired him and drew him to Chicago, the city both men called home. “In his ideas and his platform, in his analysis, in his intelligence, in his insight, Jesse hadn’t just held his own,” Obama said. “He had owned that stage.” View image in fullscreen Barack Obama speaks during funeral service for Jesse Jackson at the House of Hope in Chicago, Illinois, on Friday. Photograph: Victor Hilitski/EPA Two decades after Jackson’s second presidential campaign, Obama became the first Black US president. He credited Jackson with helping make that milestone achievable. Jackson “wasn’t an intruder – he wasn’t a pretender”, Obama said. “He belonged on that stage. And the message he sent, to a 22-year-old child of a single mother with a funny...
Investors over the past year have learned that Donald Trump has a boundless capacity to quickly reverse course in the face of acute political or market pressures. But a week since the United States and Israel launched missile strikes on Iran, there are fears the war could morph into a protracted conflict. In purely economic terms, the war has brought about what has long been considered a worst-cas...
Investors over the past year have learned that Donald Trump has a boundless capacity to quickly reverse course in the face of acute political or market pressures. But a week since the United States and Israel launched missile strikes on Iran, there are fears the war could morph into a protracted conflict. In purely economic terms, the war has brought about what has long been considered a worst-case scenario from a conflict in the Middle East: the closure of the strait of Hormuz, through which travels a fifth of the world’s oil and gas supplies. Since the start of the hostilities, the global benchmark oil price has jumped by 17% to more than US$85 a barrel, triggering shock waves through financial markets. The Australian sharemarket has been relatively shielded from the worst of the fallout, but still suffered a steep 3.8% loss for the week. Sign up: AU Breaking News email Asian markets, many based in countries heavily reliant on imported energy, were battered. In South Korea, the stock market collapsed by 13% in a single session to record its worst day in history. But on Wall Street, the S&P 500 index had lost less than 1% leading into its final session on Friday night. Just another shock As the Trump administration on Friday mulled using America’s strategic oil reserve to take some of the pressure off prices, Shane Oliver, the chief economist at AMP, said he was worried that “markets are a little bit complacent”. “The mildness of the response has surprised me,” Oliver said. “And that partly reflects the experience of the past year or so with Trump, where there have been numerous shocks – especially around American tariff announcements – and then we get some sort of backdown. “Markets are assuming there will be some sort of backdown and this won’t be a long, drawn-out war.” The essential challenge for investors is that it’s not clear why Trump decided to launch the war, and therefore what it will take to end it. That has left markets in a holding pattern: priced for...
Key Points Kettle Hill sold 777,476 LKQ shares, with the estimated transaction value at $23.45 million (based on quarterly average price). The fund's LKQ position value declined by $23.88 million over the quarter, reflecting both share sales and stock price changes. Post-sale, Kettle Hill reported holding 385,879 LKQ shares worth $11.65 million as of Dec. 31, 2025. The LKQ stake now accounts for 2...
Key Points Kettle Hill sold 777,476 LKQ shares, with the estimated transaction value at $23.45 million (based on quarterly average price). The fund's LKQ position value declined by $23.88 million over the quarter, reflecting both share sales and stock price changes. Post-sale, Kettle Hill reported holding 385,879 LKQ shares worth $11.65 million as of Dec. 31, 2025. The LKQ stake now accounts for 2.6% of fund AUM, placing it outside the fund's top five holdings. 10 stocks we like better than LKQ › What happened According to an SEC filing dated Feb. 17, 2026, Kettle Hill Capital Management reduced its position in LKQ (NASDAQ:LKQ) by 777,476 shares during the fourth quarter. The estimated transaction value for these sales was $23.45 million, calculated using the period's average share price. At quarter-end, the LKQ holding's value was $11.65 million, down $23.88 million from the prior quarter due to both trading and price movement. What else to know Kettle Hill's sale brought LKQ to 2.6% of 13F assets under management as of Dec. 31, 2025. Top five holdings after the filing: Elastic NV : $29.69 million (6.6% of AUM) Unity Software : $29.06 million (6.5% of AUM) RH : $28.87 million (6.4% of AUM) Penn Entertainment : $26.16 million (5.8% of AUM) Wynn Resorts : $25.89 million (5.8% of AUM) As of Feb. 17, 2026, LKQ shares were priced at $32.51, down 16.8% over the past year and trailing the S&P 500 by 28.8 percentage points. by 28.8 percentage points. The LKQ position was previously 8% of Kettle Hill's AUM as of the prior quarter. Company overview Metric Value Revenue (TTM) $13.65 billion Net income (TTM) $596 million Dividend yield 3.81% Price (as of market close 2/17/26) $32.51 Company snapshot Distributes automotive replacement parts, components, and systems including body panels, mechanical parts, glass, and specialty products for vehicles. Operates a diversified distribution model across North America and Europe, generating revenue through the sale of new and recycled ...
Major earnings expected before the bell on Friday include: Algonquin Power & Utilities Corp. ( AQN ) NewLake Capital Partners ( NLCP ) Embraer S.A. ( EMBJ ) Tsakos Energy Navigation Limited ( TEN ) Imperial Petroleum ( IMPP ) Other earnings slated for release before Thursday's open include: ATGFF , EVEX , GCO , MEI For Seeking Alpha's full earnings season calendar, click here .
Major earnings expected before the bell on Friday include: Algonquin Power & Utilities Corp. ( AQN ) NewLake Capital Partners ( NLCP ) Embraer S.A. ( EMBJ ) Tsakos Energy Navigation Limited ( TEN ) Imperial Petroleum ( IMPP ) Other earnings slated for release before Thursday's open include: ATGFF , EVEX , GCO , MEI For Seeking Alpha's full earnings season calendar, click here .