Images By Tang Ming Tung PayPal Holdings's ( PYPL ) Q1 earnings will be released before the market opens on Tuesday against a shifting backdrop. It enters Q2 under a new CEO, a rejiggered corporate structure , and fewer employees. The narrative has shifted since its Q4 results, with the "debate now centered on organic turnaround vs. pursuing strategic alternatives under new CEO (and prior Chairman...
Images By Tang Ming Tung PayPal Holdings's ( PYPL ) Q1 earnings will be released before the market opens on Tuesday against a shifting backdrop. It enters Q2 under a new CEO, a rejiggered corporate structure , and fewer employees. The narrative has shifted since its Q4 results, with the "debate now centered on organic turnaround vs. pursuing strategic alternatives under new CEO (and prior Chairman) Enrique Lores," Evercore ISI analyst Adam Frisch wrote in a note on Monday. He doesn't expect management to present a clearly defined plan on the Q1 call but expects them to remain “fairly balanced” between the two paths. A good starting point would be the sale of some “fringe” assets, with the setting up of Venmo as a standalone business being one indication of that strategy. "We continue to believe breaking up the company (as we don’t see a natural buyer for the entire entity) is the path that will optimize near-term value and risk for shareholders, while an organic turnaround will take several years and carry material risk of execution and success," Frisch said. For Q1, non-GAAP is expected to be $1.27, up 3.3% from Q4 2025 and down 4.6% from a year ago, according to the consensus estimate. For revenue, the average analyst estimate is $8.06B, down ~7% from the previous quarter and up 3.4% from the year-ago period. Note that in the past six months, the Q1 non-GAAP EPS consensus estimate dropped 9.5%, and the revenue estimate fell 3.1%. Adjusted cash flow is expected to be $997M, down from $2.10B in Q4 and up from $964M in Q1 2025. Looking at potential near-term catalysts for the stock, KBW analyst Sanjay Sakhrani sees the potential for PayPal ( PYPL ) to beat Q1 estimates on significantly lowered expectations on the positive side. In the negative column, catalysts could include evidence of market share decline and macro headwinds weighing on discretionary spending. PayPal ( PYPL ), rated Outperform by KBW, remains among the firm's preferred payment stocks for Q1 2026, b...
Meta Platforms (NASDAQ:META) and Snap (NYSE:SNAP) just delivered earnings that frame two opposite paths through the digital ad market. Meta posted a 33.08% revenue surge powered by AI-driven ad pricing. Snap finally swung to a $45.21 million quarterly profit by leaning on subscriptions and small advertisers. Same industry, very different business stories. One Sells Pricing ... Meta Platforms vs Sn...
Meta Platforms (NASDAQ:META) and Snap (NYSE:SNAP) just delivered earnings that frame two opposite paths through the digital ad market. Meta posted a 33.08% revenue surge powered by AI-driven ad pricing. Snap finally swung to a $45.21 million quarterly profit by leaning on subscriptions and small advertisers. Same industry, very different business stories. One Sells Pricing ... Meta Platforms vs Snap: Who’s Really Winning Digital Ads?
It probably goes without saying that the S&P 500 (SNPINDEX: ^GSPC) and the ETFs that track it are some of the best options for retail investors. Their broad diversification and ultra-low fees make them ideal for almost any long-term investing goals. But people often dial back their risk tolerance when stocks start falling. It's not unusual for people to sell their S&P 500 ETFs altogether if stock ...
It probably goes without saying that the S&P 500 (SNPINDEX: ^GSPC) and the ETFs that track it are some of the best options for retail investors. Their broad diversification and ultra-low fees make them ideal for almost any long-term investing goals. But people often dial back their risk tolerance when stocks start falling. It's not unusual for people to sell their S&P 500 ETFs altogether if stock prices fall far enough. This is one of the most damaging things investors can do to their own portfolio performance. While it's tempting to exit in situations like this, let's look at some actual history to see what happened during past bear markets and why it makes sense to keep buying ETFs, such as the Vanguard S&P 500 (NYSEMKT: VOO) , even when times get tough. Continue reading
Welfare Enrollment Drops Sharply Following New Federal Work Requirements Via American Greatness, Enrollment in the Supplemental Nutrition Assistance Program has declined significantly since new federal work requirements took effect in mid-2025, with millions fewer Americans receiving benefits, according to newly reported federal data. The number of people enrolled in SNAP has fallen by roughly 3.5...
Welfare Enrollment Drops Sharply Following New Federal Work Requirements Via American Greatness, Enrollment in the Supplemental Nutrition Assistance Program has declined significantly since new federal work requirements took effect in mid-2025, with millions fewer Americans receiving benefits, according to newly reported federal data. The number of people enrolled in SNAP has fallen by roughly 3.5 million since July 2025 , dropping from an average of 42.1 million participants in the prior fiscal year to about 38.5 million as of January 2026, according to reporting by The Wall Street Journal . The decline follows the implementation of expanded eligibility rules included in the “One Big Beautiful Bill,” signed into law by Donald Trump on July 4, 2025. The legislation broadened existing work requirements for able-bodied adults, mandating that individuals between the ages of 18 and 64 without young dependents participate in at least 80 hours per month of work, volunteering, or government-run programs. Previously, the requirements applied to a narrower age group and included different criteria for dependents, according to the U.S. Department of Agriculture, which oversees SNAP. Officials told The Wall Street Journal that the recent changes represent the most sweeping adjustments to the program in decades. Under the updated policy, eligibility restrictions have also tightened for some categories of legal immigrants. Federal law has long barred undocumented immigrants from receiving SNAP benefits. Data compiled by the Center on Budget and Policy Priorities shows that nearly every state has experienced a decline since the policy took effect. Alaska, Hawaii, and Kentucky are exceptions, each reporting modest increases. Meanwhile, SNAP participation in Guam has risen sharply, while Puerto Rico operates under a separate nutrition assistance program. Several states, including Virginia, Florida, North Carolina, and Tennessee, have reported double-digit percentage declines. In re...
Micron stands out in a profitability-driven market shift, boasting a 41.5% net margin and massive share gains as investors hunt for strong earnings performers.
Micron stands out in a profitability-driven market shift, boasting a 41.5% net margin and massive share gains as investors hunt for strong earnings performers.
Labour leadership challenge in wake of disastrous local poll results could unleash chaos in party, MPs told Cabinet ministers have warned mutinous Labour MPs that any attempt to oust Keir Starmer after a potentially disastrous set of election results this week would unleash chaos for the party that would not be easily overcome. However, several told the Guardian that even with the prime minister’s...
Labour leadership challenge in wake of disastrous local poll results could unleash chaos in party, MPs told Cabinet ministers have warned mutinous Labour MPs that any attempt to oust Keir Starmer after a potentially disastrous set of election results this week would unleash chaos for the party that would not be easily overcome. However, several told the Guardian that even with the prime minister’s determination to stay in Downing Street after Thursday’s vote, the mood on the backbenches was febrile and events could yet spiral out of control. Continue reading...
The U.S. bond market is increasingly concerned that accelerating inflation could pressure the Federal Reserve to raise interest rates to try and tamp down price pressures — even as U.S. stocks continued to trade near record highs on Monday.
The U.S. bond market is increasingly concerned that accelerating inflation could pressure the Federal Reserve to raise interest rates to try and tamp down price pressures — even as U.S. stocks continued to trade near record highs on Monday.
Salesforce (NYSE:CRM) and Oracle (NYSE:ORCL) just delivered earnings that frame the cloud pivot from opposite ends. Oracle is pouring capital into AI infrastructure to become a hyperscaler. Salesforce is layering AI agents onto the workflow software enterprises already run. Both are betting big. Only one is doing it with debt. IaaS Carries Oracle. Agentforce Carries ... Salesforce vs Oracle: There...
Salesforce (NYSE:CRM) and Oracle (NYSE:ORCL) just delivered earnings that frame the cloud pivot from opposite ends. Oracle is pouring capital into AI infrastructure to become a hyperscaler. Salesforce is layering AI agents onto the workflow software enterprises already run. Both are betting big. Only one is doing it with debt. IaaS Carries Oracle. Agentforce Carries ... Salesforce vs Oracle: There’s Only One Winner In the Cloud AI Push
Eli Lilly (NYSE:LLY) just delivered one of the strongest first quarters in big pharma history, but shares have pulled back sharply from their February peak. That gap between operating performance and stock price is where our model sees opportunity. Our 24/7 Wall St. price target for Eli Lilly is $1,133.12 over the next 12 months, ... Our Strongest Conviction Call: Eli Lilly Headed 21% Higher in 12...
Eli Lilly (NYSE:LLY) just delivered one of the strongest first quarters in big pharma history, but shares have pulled back sharply from their February peak. That gap between operating performance and stock price is where our model sees opportunity. Our 24/7 Wall St. price target for Eli Lilly is $1,133.12 over the next 12 months, ... Our Strongest Conviction Call: Eli Lilly Headed 21% Higher in 12 Months
Amazon announced Monday it is opening up its massive shipping and delivery network to any business that wants to use it -- not just the merchants who sell on Amazon's website.AWS started as an internal tool Amazon built for itself, then became a massive business by selling that same technology to other companies.
Amazon announced Monday it is opening up its massive shipping and delivery network to any business that wants to use it -- not just the merchants who sell on Amazon's website.AWS started as an internal tool Amazon built for itself, then became a massive business by selling that same technology to other companies.
The Massachusetts Supreme Court appeared skeptical of Kalshi Inc. ’s claim that its prediction markets don’t fall under state gambling laws because the company is instead providing financial arrangements between people using “swap” contracts on events like sports. The case is one of several legal fights involving states seeking greater oversight of prediction market companies, which argue their ac...
The Massachusetts Supreme Court appeared skeptical of Kalshi Inc. ’s claim that its prediction markets don’t fall under state gambling laws because the company is instead providing financial arrangements between people using “swap” contracts on events like sports. The case is one of several legal fights involving states seeking greater oversight of prediction market companies, which argue their activities come under federal rules and should only be regulated by the US Commodity Futures Trading Commission. A judge barred Kalshi in Massachusetts, and the company appealed to the state’s high court, which has yet to rule. During oral arguments Monday, some justices peppered Kalshi’s lawyer with questions, but also grilled an attorney for the state, which brought the initial suit against the company. “If you want to gamble on a game, this is one way of doing it, right?” Chief Justice Scott L. Kafker asked a Kalshi lawyer during oral arguments Monday. “This does seem to have a major aspect of sports gambling to it.” Kalshi attorney Grant Mainland argued to the justices that a provision in the 2010 Dodd-Frank Act updated the Commodity Exchange Act to “broaden the definition” of a swap. Kafker responded, “The CFTC didn’t think it covered sports until the turn in the administration, right?” The Trump-era CFTC has largely sided with prediction markets, and the industry has been lobbying to fight stricter rules, even as platforms like Polymarket have drawn national attention from controversies such as insider trading. Read More: Prediction Markets Step Up Lobbying to Fight Stricter Rules State solicitor Gerard Cedrone argued that prediction markets don’t have the same consumer protections as state-licensed betting. Justice Serge Georges Jr. noted that Kalshi operates “this marketplace where users set odds with each other. Doesn’t that resemble more of a financial exchange rather than a house-based system” comparable to casino-style wagers? Massachusetts was the first state to ...
In trading on Monday, shares of CTO Realty Growth Inc's 6.375% Series A Cumulative Redeemable Preferred Stock (Symbol: CTO.PRA) were yielding above the 7.5% mark based on its quarterly dividend (annualized to $1.5938), with shares changing hands as low as $20.96 on the day. T
In trading on Monday, shares of CTO Realty Growth Inc's 6.375% Series A Cumulative Redeemable Preferred Stock (Symbol: CTO.PRA) were yielding above the 7.5% mark based on its quarterly dividend (annualized to $1.5938), with shares changing hands as low as $20.96 on the day. T
Alones Creative U.S. President Donald Trump said Monday that Iran has fired on ships from “unrelated nations” during a new U.S. military effort to escort vessels through the Strait of Hormuz, including a South Korean cargo ship. He suggested South Korea should join the mission in response. “We’ve shot down seven small Boats or, as they like to call them, ‘fast’ Boats. It’s all they have left,” Tru...
Alones Creative U.S. President Donald Trump said Monday that Iran has fired on ships from “unrelated nations” during a new U.S. military effort to escort vessels through the Strait of Hormuz, including a South Korean cargo ship. He suggested South Korea should join the mission in response. “We’ve shot down seven small Boats or, as they like to call them, ‘fast’ Boats. It’s all they have left,” Trump wrote on social media. He said that apart from the South Korean ship, there has been no damage to vessels passing through the Strait. Secretary of War Pete Hegseth and Chairman of the Joint Chiefs of Staff Dan Caine will hold a news conference Tuesday morning, the president noted. Trump said over the weekend the U.S. will begin helping neutral vessels stranded in the Persian Gulf transit the Strait of Hormuz starting Monday, as tensions continue to disrupt one of the world’s most critical energy corridors. The announcement came shortly after the United Arab Emirates issued a missile threat warning for the first time since a U.S.-Iran ceasefire took hold weeks ago, highlighting how fragile the truce remains. The alert followed an Iranian drone attack on a tanker owned by Abu Dhabi National Oil Co. outside the strait. Traders on prediction marketplace Kalshi do not expect normal traffic flows through the strait to resume until late summer or September. Truth Social Dear readers : We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on United States Oil Fund LP ETF, United States Brent Oil Fund LP ETF, etc. Macro Insights: Sell In May At All-Time High? Commodities: Oil Steadier As Market Digests Trump's Hormuz Plan Fragmentation Within OPEC+: UAE Exit Signals Structural Shift In Oil Market Dynamics Just how high will U.S. gas prices climb in 2026 as the U.S.-Iran conflict continues UAE missile alert and tanker strike signal renewed tensions in Hormuz
In trading on Monday, shares of JPMorgan Chase & Co's 6.00% Dep Shares Non-Cumul Preferred Stock Series EE (Symbol: JPM.PRC) were yielding above the 6% mark based on its quarterly dividend (annualized to $1.50), with shares changing hands as low as $24.96 on the day. This
In trading on Monday, shares of JPMorgan Chase & Co's 6.00% Dep Shares Non-Cumul Preferred Stock Series EE (Symbol: JPM.PRC) were yielding above the 6% mark based on its quarterly dividend (annualized to $1.50), with shares changing hands as low as $24.96 on the day. This
Investors are watching Tempus AI (NASDAQ:TEM) ahead of first-quarter results due after the close tomorrow. The stock burst into investor consciousness in January 2025 after Nancy Pelosi disclosed a position, ran past $100, and has since shed nearly half its value. From Pelosi Halo to Show-Me Story Pelosi’s market-beating track record has turned her trades ... Can Nancy Pelosi’s Favorite AI Stock H...
Investors are watching Tempus AI (NASDAQ:TEM) ahead of first-quarter results due after the close tomorrow. The stock burst into investor consciousness in January 2025 after Nancy Pelosi disclosed a position, ran past $100, and has since shed nearly half its value. From Pelosi Halo to Show-Me Story Pelosi’s market-beating track record has turned her trades ... Can Nancy Pelosi’s Favorite AI Stock Hope to Regain Its Momentum?
Alones Creative Fighting in the Middle East intensified again as Iran launched a fresh round of missile and drone attacks on the United Arab Emirates, according to multiple press reports. The barrage hit a key oil facility in Fujairah and targeted vessels near the Strait of Hormuz, underscoring how fragile the region’s uneasy cease-fire has become. UAE officials said they intercepted multiple Iran...
Alones Creative Fighting in the Middle East intensified again as Iran launched a fresh round of missile and drone attacks on the United Arab Emirates, according to multiple press reports. The barrage hit a key oil facility in Fujairah and targeted vessels near the Strait of Hormuz, underscoring how fragile the region’s uneasy cease-fire has become. UAE officials said they intercepted multiple Iranian cruise missiles aimed at different parts of the country, while a drone strike ignited a large fire in Fujairah’s oil infrastructure hub, a critical export point that allows Emirati crude to bypass the Strait of Hormuz. The port has long been central to the UAE’s strategy to avoid Iran’s geographic leverage over the narrow waterway. Authorities reported several injuries and described the assault as a “dangerous escalation,” warning they retain the right to respond. The attacks rattled civilians across the Emirates, with emergency alerts sent to mobile phones in Dubai, Abu Dhabi and beyond urging people to seek shelter. Schools once again shifted to remote learning for the week, a reminder of how quickly daily life can be disrupted by regional conflict. The latest strikes also spilled into nearby waters. Iranian forces fired missiles and deployed drones against U.S. naval assets and commercial shipping, according to Admiral Brad Cooper, head of U.S. Central Command. American forces responded by intercepting incoming threats and destroying small boats that approached merchant vessels. Despite the confrontations, Cooper emphasized that U.S. forces remain in a defensive posture, even as they work to secure maritime traffic. That effort has taken on new urgency. The U.S. military has begun escorting ships through the Strait of Hormuz, guiding at least two American-flagged vessels through the strategic chokepoint while additional ships prepare to follow. President Donald Trump warned Tehran against targeting U.S. ships, framing the operation as a mission to ensure safe passage...