Ziga Plahutar/E+ via Getty Images Co-authored by Kody's Dividends The spring and summer always bring about massive construction projects, especially if you're driving down the Interstate or any other local highway. It seems like every state and county starts a massive construction project in the spring and continues it through the summer and even into the fall, depending on the weather in your loc...
Ziga Plahutar/E+ via Getty Images Co-authored by Kody's Dividends The spring and summer always bring about massive construction projects, especially if you're driving down the Interstate or any other local highway. It seems like every state and county starts a massive construction project in the spring and continues it through the summer and even into the fall, depending on the weather in your local area. Have you ever wondered, as you fly down the Interstate past all of those vehicles and construction workers, where the supplies come from for the construction that they're doing? Every bit of that has to come from somewhere. Some part of our economy produces the gravel, the asphalt, and other materials that are used in the construction of those roads. If you were to zoom out and include the construction of homes or commercial buildings, what about the materials needed for the foundation of those buildings? As a dividend investor who looks to gain income and strong total returns from every aspect of our economy, I ask myself these questions. Sometimes the answers come back in very interesting and attractive investment opportunities. Let's dive! Cashing In On An Infrastructure Super-Cycle VMC Q1 Earning Release Vulcan Materials Company ( VMC ) is one of the most important companies that most people aren’t even familiar with. As the nation’s largest producer of construction aggregates (crushed stone, sand, and gravel), VMC provides the literal foundation for the American economy. From the highways we drive on, to the foundations of our homes and hospitals, the company’s product is an obsolescence-proof fundamental necessity with no substitute. The crux of the thesis for VMC lies in its geographic moat. Because aggregates have a low value-to-weight ratio, they’re prohibitively expensive to transport. This makes the business inherently local, which means the closest quarry to a job site usually wins the contract. VMC strategically operates more than 400 aggregate facilit...
amgun/iStock via Getty Images QUALCOMM Incorporated ( QCOM ) entered FQ2 earnings bracing for a weak report due to falling smartphone sales caused by surging memory prices. The stock is one of the few chip names not to rally in the last few years despite booming demand in data centers and physical AI. My investment thesis remains ultra-bullish on the stock due to the growing opportunity to partici...
amgun/iStock via Getty Images QUALCOMM Incorporated ( QCOM ) entered FQ2 earnings bracing for a weak report due to falling smartphone sales caused by surging memory prices. The stock is one of the few chip names not to rally in the last few years despite booming demand in data centers and physical AI. My investment thesis remains ultra-bullish on the stock due to the growing opportunity to participate in AI growth and the current market price not fully representing the potential growth from AI. Source: Finviz AI Shift Qualcomm reported a weak quarter with sales falling for FQ2'26 as follows: Non-GAAP EPS of $2.65 beats by $0.09. Revenue of $10.59 billion (-3.6% YoY) in line. The March quarter numbers were in line with lowered expectations due to the ongoing smartphone sales issue caused by high memory costs. IDC recently forecast 2026 smartphone sales to decline by 13% this year. Source: IDC The market was initially caught off guard with weak guidance for FQ3. Qualcomm forecasts sales to slip to between $9.2 and $10.0 billion from the $10.6 billion in the just-reported quarter, with EPS forecast at just $2.20 versus the consensus analyst estimate of $2.43. Qualcomm later confirmed that the June quarter is the bottom for the Chinese smartphone market, with sequential growth into FY27. The big hit to the FQ2 numbers is customers working off inventory before ordering additional chips. The stock market quickly shifted to the AI opportunity, as Qualcomm will soon move beyond the Handset problems. The market always likes to ride momentum, with AI providing upside potential from current estimates. On the FQ2'26 earnings release , CEO Cristiano Amon highlighted the promising AI plans as follows: We are in a period of profound industry transformation—the rise of AI agents is reshaping our roadmap across every platform we develop. We are equally excited by our entry into the data center, where a leading hyperscaler custom silicon engagement is on track for initial shipments l...
TORONTO, April 30, 2026 (GLOBE NEWSWIRE) -- Northland Power Inc. (“Northland”) (TSX: NPI) today announced the signing of a long-term Corporate Power Purchase Agreement (“CPPA”) with Taiwan Semiconductor Manufacturing Company (“TSMC”) for additional power from its Hai Long offshore wind project in Taiwan (“Hai Long” or the “Project”). The Hai Long Project is being constructed by Northland (30.6%) j...
TORONTO, April 30, 2026 (GLOBE NEWSWIRE) -- Northland Power Inc. (“Northland”) (TSX: NPI) today announced the signing of a long-term Corporate Power Purchase Agreement (“CPPA”) with Taiwan Semiconductor Manufacturing Company (“TSMC”) for additional power from its Hai Long offshore wind project in Taiwan (“Hai Long” or the “Project”). The Hai Long Project is being constructed by Northland (30.6%) jointly with Mitsui & Co. (40%) and Gentari International Renewables Pte. Ltd (29.4%). The project is
Tariffs are over. At least, tariffs on imports into the United States made by executive order have been deemed unconstitutional. This is putting $166 billion in refunds up for grabs among companies that had to pay high import taxes over the past year as the Trump administration tries to wage economic warfare against countries like China. Here are the largest potential refund beneficiaries, and whe...
Tariffs are over. At least, tariffs on imports into the United States made by executive order have been deemed unconstitutional. This is putting $166 billion in refunds up for grabs among companies that had to pay high import taxes over the past year as the Trump administration tries to wage economic warfare against countries like China. Here are the largest potential refund beneficiaries, and whether they could be a buy for your portfolio in 2026. Image source: Getty Images. Continue reading
SANTA CLARA, Calif., April 30, 2026--Druva, the leading provider of data security, today announced support for Microsoft Power Platform, extending cyber resilience to a growing layer of business applications, workflows, and analytics. With this launch, Druva introduces support for Microsoft Power BI as the first step in helping organizations secure and recover the assets that teams depend on for r...
SANTA CLARA, Calif., April 30, 2026--Druva, the leading provider of data security, today announced support for Microsoft Power Platform, extending cyber resilience to a growing layer of business applications, workflows, and analytics. With this launch, Druva introduces support for Microsoft Power BI as the first step in helping organizations secure and recover the assets that teams depend on for reporting, operational visibility, and decision-making.
amgun/iStock via Getty Images QUALCOMM Incorporated ( QCOM ) entered FQ2 earnings bracing for a weak report due to falling smartphone sales caused by surging memory prices. The stock is one of the few chip names not to rally in the
amgun/iStock via Getty Images QUALCOMM Incorporated ( QCOM ) entered FQ2 earnings bracing for a weak report due to falling smartphone sales caused by surging memory prices. The stock is one of the few chip names not to rally in the
Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) More on Bristol-Myers Squibb Company Bristol-Myers Squibb: 'Strong Buy' As 2026 Milestones Could Bolster Its Prospects Bristol Myers Squibb: Strong Pipeline, Weak Outlook (Rating Downgrade) ...
Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) Seeking Alpha (Seeking Alpha) More on Bristol-Myers Squibb Company Bristol-Myers Squibb: 'Strong Buy' As 2026 Milestones Could Bolster Its Prospects Bristol Myers Squibb: Strong Pipeline, Weak Outlook (Rating Downgrade) Bristol-Myers Squibb: The Market Is Not Pricing The Growth Portfolio That Replaces The Patent Cliff Bristol-Myers posts Q1 beat thanks to growth portfolio Bristol-Myers Squibb Company Non-GAAP EPS of $1.58 beats by $0.16, revenue of $11.5B beats by $580M
Kimco Realty ( KIM ) declares $0.26/share quarterly dividend , in line with previous. Forward yield 4.4% Payable June 18; for shareholders of record June 5; ex-div June 5. See KIM Dividend Scorecard, Yield Chart, & Dividend Growth. More on Kimco Realty Kimco Realty: Why The Preferred Stocks Offer A Better Risk/Return Than The Common Kimco Realty Corporation (KIM) Presents at Citi's Miami Global Pr...
Kimco Realty ( KIM ) declares $0.26/share quarterly dividend , in line with previous. Forward yield 4.4% Payable June 18; for shareholders of record June 5; ex-div June 5. See KIM Dividend Scorecard, Yield Chart, & Dividend Growth. More on Kimco Realty Kimco Realty: Why The Preferred Stocks Offer A Better Risk/Return Than The Common Kimco Realty Corporation (KIM) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript Kimco Realty Corporation (KIM) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript Kimco Realty GAAP EPS of $0.23 beats by $0.03, revenue of $558M beats by $15.87M Kimco Realty Q1 2026 Earnings Preview
Mid and West Wales fire and rescue service has been trying to extinguish fires in Elan valley since Sunday Firefighters are struggling to control wildfires raging though the scenic Elan valley in mid-Wales for a fifth day. The Mid and West Wales fire and rescue service has been working to extinguish fires in and around the Powys beauty spot since Sunday. It is not yet clear how much damage the bio...
Mid and West Wales fire and rescue service has been trying to extinguish fires in Elan valley since Sunday Firefighters are struggling to control wildfires raging though the scenic Elan valley in mid-Wales for a fifth day. The Mid and West Wales fire and rescue service has been working to extinguish fires in and around the Powys beauty spot since Sunday. It is not yet clear how much damage the biodiverse area has suffered: 80% of the valley is designated as sites of special scientific interest , raising fears for flora and fauna. Continue reading...
CCC Intelligent Solutions ( CCC ) on Thursday said its chief financial and administrative officer, Brian Herb, will leave the company effective May 25, 2026, to pursue another opportunity. The company said Rodney Christo , currently senior vice president of finance and chief accounting officer, will assume the role of interim CFO following Herb’s departure while a successor is sought. Herb will re...
CCC Intelligent Solutions ( CCC ) on Thursday said its chief financial and administrative officer, Brian Herb, will leave the company effective May 25, 2026, to pursue another opportunity. The company said Rodney Christo , currently senior vice president of finance and chief accounting officer, will assume the role of interim CFO following Herb’s departure while a successor is sought. Herb will remain as an advisor after leaving. Separately, CCC reported first-quarter 2026 revenue of $281.3 million, up 12% year-on-year, and adjusted EBITDA of $120.2 million, compared with $99.1 million a year earlier. Source: Press Release More on CCC Intelligent CCC Intelligent Solutions: 'Buy' On EBITDA Beat, Growth Acceleration Potential CCC Intelligent Solutions Holdings Inc. (CCC) Q4 2025 Earnings Call Transcript CCC Intelligent Q1 2026 Earnings Preview Citi downgrades six software stocks as AI concerns intensify
Man had been referred to scheme to try to stop people becoming terrorists in 2020 but case was closed the same year Here are some of the latest images from the newswires in Golders Green this morning: A 45-year-old man, who is a British national, born in Somalia, was arrested on suspicion of attempted murder. The home secretary, Shabana Mahmood, said he came to the UK lawfully as a child. The Metr...
Man had been referred to scheme to try to stop people becoming terrorists in 2020 but case was closed the same year Here are some of the latest images from the newswires in Golders Green this morning: A 45-year-old man, who is a British national, born in Somalia, was arrested on suspicion of attempted murder. The home secretary, Shabana Mahmood, said he came to the UK lawfully as a child. The Metropolitan police said he was initially taken to hospital after being arrested but has since been discharged. He was taken to a London police station where he remains in custody. The Met commissioner, Mark Rowley, said the suspect has a history of mental health issues, drug use and convictions for violence. Continue reading...
Every cannabis trader’s feed is buzzing about SNDL (NASDAQ:SNDL) because the company’s Q1 2026 release on April 28, 2026 delivered a tidy little EPS beat that retail can rally around. The underlying numbers tell a different story. SNDL shrank. Revenue arrived at $143.29 million (U.S. dollars), a 4.4% year-over-year decline that missed consensus by 31.87%. ... Forget SNDL: HITI is a Significantly B...
Every cannabis trader’s feed is buzzing about SNDL (NASDAQ:SNDL) because the company’s Q1 2026 release on April 28, 2026 delivered a tidy little EPS beat that retail can rally around. The underlying numbers tell a different story. SNDL shrank. Revenue arrived at $143.29 million (U.S. dollars), a 4.4% year-over-year decline that missed consensus by 31.87%. ... Forget SNDL: HITI is a Significantly Better Cannabis Stock
(RTTNews) - Builders FirstSource, Inc. (BLDR), on Thursday reported loss in the first quarter of 2026 compared with income in the previous year due to lower gross profit due to a weak housing starts environment, along with higher net interest expense, partially offset by lower SG
(RTTNews) - Builders FirstSource, Inc. (BLDR), on Thursday reported loss in the first quarter of 2026 compared with income in the previous year due to lower gross profit due to a weak housing starts environment, along with higher net interest expense, partially offset by lower SG
US stock futures advanced on Thursday after some mega-cap and other tech companies reported bullish earnings lifting their stocks, while oil prices fell from a four-year high. Futures for the S&P 500 Index were up 0.4% as of 7:50 a.m. in New York, while contracts on the Nasdaq 100 Index climbed 0.5%. Brent crude dropped 3.5% to $114 per barrel. Investors digested quarterly financial results from f...
US stock futures advanced on Thursday after some mega-cap and other tech companies reported bullish earnings lifting their stocks, while oil prices fell from a four-year high. Futures for the S&P 500 Index were up 0.4% as of 7:50 a.m. in New York, while contracts on the Nasdaq 100 Index climbed 0.5%. Brent crude dropped 3.5% to $114 per barrel. Investors digested quarterly financial results from four hyperscalers released after the bell on Wednesday during the busiest week for first-quarter earnings. Alphabet Inc. and Amazon.com Inc. climbed in pre-market trading after reporting better-than-expected earnings while Qualcomm Inc. also jumped. But Meta Platforms Inc. sank following its higher-than-expected capital spending forecasts as did Microsoft Corp. Spending plans will be again in focus Thursday, with companies including Apple Inc. issuing results after the bell. “The market is going to increasingly scrutinize that capex plan even if your core business is doing well as is with Meta’s case,” if there is no clear path to monetize the capital expenditure via several paths, said Stefan Slowinski , global head of software research at BNP Paribas. The main US equity benchmark was on pace to post its best monthly gain in more than five years. As investors expected the de-escalation in conflicts in the Middle East, the S&P 500 Index advanced more than 9% in April thanks to tech gains and corporate earnings optimism. “The rally off the March 30 low bears the hallmarks of a technical rebound rather than a wholesale reset, driven largely by hedge covering and localized short squeezes amid persistently underweight positioning,” said Mark Hackett , chief market strategist at Nationwide. Investors were also parsing a hawkish tilt by the Federal Reserve after officials revealed a deepening division over the policy outlook, even as they held interest rates steady on Wednesday. Later during the day, a raft of macroeconomic data will be released, including US first-quarter economi...
ADT ( ADT ) declares $0.055/share quarterly dividend, in line with previous. Forward yield 3.07% Payable July 7; for shareholders of record June 11; ex-div June 11. See ADT Dividend Scorecard, Yield Chart, & Dividend Growth. More on ADT ADT: Business Needs To Show Earnings Growth ADT's Plunge Is A Great Buying Opportunity (Upgrade) ADT Inc. (ADT) Q4 2025 Earnings Call Transcript ADT Non-GAAP EPS o...
ADT ( ADT ) declares $0.055/share quarterly dividend, in line with previous. Forward yield 3.07% Payable July 7; for shareholders of record June 11; ex-div June 11. See ADT Dividend Scorecard, Yield Chart, & Dividend Growth. More on ADT ADT: Business Needs To Show Earnings Growth ADT's Plunge Is A Great Buying Opportunity (Upgrade) ADT Inc. (ADT) Q4 2025 Earnings Call Transcript ADT Non-GAAP EPS of $0.23, revenue of $1.28B ADT Q1 2026 Earnings Preview
S&P 500 Index futures rise 0.4% as of 7:48 a.m. in New York after a blockbuster slate of technology earnings. Nasdaq 100 futures climb 0.5% Dow Jones Industrial Average futures are up 0.6% The MSCI World Index is up 0.2% Here are some of the biggest US movers before the bell: Magnificent Seven stocks: Alphabet (GOOGL) jumps 7% after reporting high demand for its cloud and artificial intelligence o...
S&P 500 Index futures rise 0.4% as of 7:48 a.m. in New York after a blockbuster slate of technology earnings. Nasdaq 100 futures climb 0.5% Dow Jones Industrial Average futures are up 0.6% The MSCI World Index is up 0.2% Here are some of the biggest US movers before the bell: Magnificent Seven stocks: Alphabet (GOOGL) jumps 7% after reporting high demand for its cloud and artificial intelligence offerings, giving investors confidence that its unprecedented investments in AI infrastructure will pay off. Amazon.com (AMZN) climbs 3% after the e-commerce and cloud-computing company reported first-quarter results that beat expectations on key metrics. Analysts are broadly positive on the report, saying that the acceleration of Amazon Web Services is underway. Meta Platforms (META) falls 9% after the Facebook parent gave a forecast for capital expenditures that was higher than expected, a sign that investors remain skeptical about AI-related spending in some instances. Microsoft (MSFT) slips about 2% after the software company reported third-quarter results. Some analysts said the pace of growth in its Azure cloud-computing business may have underwhelmed. Nvidia (NVDA) +0.8%, Apple (AAPL) +0.4%, Tesla (TSLA) +0.08% Blue Owl Capital (OWL) gains 4% as fee-related earnings and assets increased as the alternative investment firm leaned on other parts of its business amid souring sentiment toward private credit. Carvana (CVNA) rises 11% after the company reported revenue for the first quarter that beat the average analyst estimate as used-car volumes hit a record. Caterpillar (CAT) climbs 5% after posting first-quarter earnings that beat Wall Street expectations as surging electricity demand from artificial intelligence data centers boosted sales of the company’s power-generation equipment. Chipotle Mexican Grill Inc. (CMG) gains 4% after eeking out higher sales last quarter, suggesting the chain is starting to win back diners who previously balked at the rising price of its b...