Bank of America (BofA) raised its price target on Coca-Cola (NYSE:KO) stock to $90 from $88 and reiterated a Buy rating on April 29, following the beverage giant’s “impressive” 10% organic sales growth in Q1 2026. The price target raise by BofA reinforces Coca-Cola stock as a defensive anchor at a moment when richly valued ... BofA Raises Coca-Cola Price Target to $90 on 10% Organic Growth: Is the...
Bank of America (BofA) raised its price target on Coca-Cola (NYSE:KO) stock to $90 from $88 and reiterated a Buy rating on April 29, following the beverage giant’s “impressive” 10% organic sales growth in Q1 2026. The price target raise by BofA reinforces Coca-Cola stock as a defensive anchor at a moment when richly valued ... BofA Raises Coca-Cola Price Target to $90 on 10% Organic Growth: Is the Defensive King Back in Vogue?
Royal Navy chief says unified naval force will deter future Russian threats from the ‘open sea border’ to the north Britain has agreed to create a unified naval force with nine European countries to deter future Russian threats from the “open sea border” to the north, the head of the Royal Navy has announced. Gen Sir Gwyn Jenkins insisted that despite the ongoing crisis in the Middle East, where t...
Royal Navy chief says unified naval force will deter future Russian threats from the ‘open sea border’ to the north Britain has agreed to create a unified naval force with nine European countries to deter future Russian threats from the “open sea border” to the north, the head of the Royal Navy has announced. Gen Sir Gwyn Jenkins insisted that despite the ongoing crisis in the Middle East, where the strait of Hormuz remains closed after the US-Israel war in Iran that “Russia remains the gravest threat to our security”. Continue reading...
adventtr Exchange traded funds with significant exposure to NXP Semiconductors ( NXPI ) drew renewed investor attention after the chipmaker’s shares surged 25% on Wednesday, following stronger-than-expected first-quarter results and an upbeat outlook. The rally followed earnings that exceeded Wall Street forecasts, alongside guidance that signaled improving demand trends across key end markets. An...
adventtr Exchange traded funds with significant exposure to NXP Semiconductors ( NXPI ) drew renewed investor attention after the chipmaker’s shares surged 25% on Wednesday, following stronger-than-expected first-quarter results and an upbeat outlook. The rally followed earnings that exceeded Wall Street forecasts, alongside guidance that signaled improving demand trends across key end markets. Analysts responded with a wave of bullish commentary, further amplifying momentum in the stock and lifting sentiment across semiconductor-linked funds. NXPI is widely held across the ETF landscape, with 312 funds collectively owning 46.9M shares. The sharp move in the stock translated into notable gains for ETFs with heavier portfolio weightings in the company, underscoring how single-stock performance can meaningfully influence fund returns. Outlined below are the 10 ETFs that have the largest portfolio allocation towards shares of NXPI: Cambiar Aggressive Value ETF ( CAMX ), 4.75% allocation. Fidelity Electric Vehicles and Future Transportation ETF ( FDRV ), 4.49% allocation. VanEck Morningstar Wide Moat Value ETF ( MVAL ), 3.51% allocation. Direxion Daily Semiconductor Bull 3x Shares ( SOXL ), 3.31% allocation. Tema International Durable Quality ETF ( ITOL ), 3.31% allocation. iShares Semiconductor ETF ( SOXX ), 3.21% allocation. John Hancock Disciplined Value Select ETF ( JDVL ), 3.18% allocation. First Trust Nasdaq Semiconductor ETF ( FTXL ), 3.10% allocation. YieldMax Semiconductor Portfolio Option Income ETF ( CHPY ), 3.09% allocation. Guinness Atkinson Funds SmartETFs Sustainable Energy II Fund ( SOLR ), 3.06% allocation. Other Semiconductor ETFs: ( SMH ), ( XSD ), ( USD ), ( PSI ), and ( SEMI ). More on markets Oil tops $100 again and the United States Oil Fund LP ETF hit its highest level since 2015 Ray Dalio says a wealth tax may spark a bubble pop Big Tech earnings test AI spending as constraints begin to surface, Citi says Fed meeting ahead: Prediction markets hi...
Starbucks Chief Executive Officer Brian Niccol talks about the latest earnings report, improving the mobile order experience, adding new drink options to the menu and making drinks more consistent. He speaks to Bloomberg's Romaine Bostick. (Source: Bloomberg)
Starbucks Chief Executive Officer Brian Niccol talks about the latest earnings report, improving the mobile order experience, adding new drink options to the menu and making drinks more consistent. He speaks to Bloomberg's Romaine Bostick. (Source: Bloomberg)
STORY: Meta Platforms' Facebook and Instagram were charged on Wednesday with breaching landmark EU tech rules. And regulators said it must do more to block children under 13 from accessing the social networks. The charges, or so-called preliminary findings under the Digital Services Act (DSA), came after a two-year investigation by the European Commission. Meta, which said it disagreed with the pr...
STORY: Meta Platforms' Facebook and Instagram were charged on Wednesday with breaching landmark EU tech rules. And regulators said it must do more to block children under 13 from accessing the social networks. The charges, or so-called preliminary findings under the Digital Services Act (DSA), came after a two-year investigation by the European Commission. Meta, which said it disagreed with the preliminary findings, can respond to the charges and take measures before the Commission issues a final decision. DSA breaches can cost companies fines as much as 6% of their global annual turnover. The EU move comes amid growing concerns worldwide about the impact of social media on children. It's prompting calls on Big Tech to be more proactive and take more effective measures. The EU tech enforcer said 10%-12% of children under 13 in Europe used Facebook and Instagram. Meta says it has measures in place to detect and remove accounts from children under 13... and that it will announce additional measures next week. The Commission said both platforms must change their risk assessment methodology. If regulators feel they still do not do enough to satisfy them, they can still impose a fine... although this step would be many months away.
Article 42.7 had languished in obscurity for decades – until Donald Trump began casting doubt on US commitment to Nato • Don’t get This Is Europe delivered to your inbox? Sign up here Most people have heard of Nato’s article 5 . The “one for all, all for one” clause states an armed attack on one member country should be considered an attack on all, requiring member states to come to the victim’s a...
Article 42.7 had languished in obscurity for decades – until Donald Trump began casting doubt on US commitment to Nato • Don’t get This Is Europe delivered to your inbox? Sign up here Most people have heard of Nato’s article 5 . The “one for all, all for one” clause states an armed attack on one member country should be considered an attack on all, requiring member states to come to the victim’s aid – including with “the use of armed force”. Not so many, till this week, had heard of the EU’s own mutual defence clause, article 42.7 (pdf) , which says that if a member state comes under armed attack, the others “shall have towards it an obligation of aid and assistance by all the means in their power”. That’s perhaps because there hadn’t, until recently, been much need for Europeans to consult article 42.7. More than 40 US military bases and 85,000 troops across the EU (and UK) were testament to Washington’s defence commitment to the old continent. Continue reading...
On Semiconductor has turned into one of the market's hottest recovery stories, but the stock may now be running well ahead of its fundamentals. The stock has nearly doubled from the low $50s to $100 in just a few months as investors rushed back into anything tied to EV and AI data-center power. The problem is that EV demand has become far more uneven, price-sensitive and policy-driven, while ON's ...
On Semiconductor has turned into one of the market's hottest recovery stories, but the stock may now be running well ahead of its fundamentals. The stock has nearly doubled from the low $50s to $100 in just a few months as investors rushed back into anything tied to EV and AI data-center power. The problem is that EV demand has become far more uneven, price-sensitive and policy-driven, while ON's core automotive business is still operating declining growth and weak margins. Global EV sales rose more than 20% in 2025 and Europe's March 2026 EV registrations were strong, so the long-term EV story is still intact. But February 2026 global EV registrations fell 11% year over year, with China down 32% and North America down 35% — highlighting how fragile near-term demand can be when subsidies fade and the macro backdrop worsens. The stock is now being valued on the idea of a clean rebound in EV and industrial demand, yet the company's recent results still reflect inventory overhangs, auto weakness and growing competition in silicon carbide from Chinese players. In other words, investors are paying up for the recovery before the recovery has shown up in the numbers. Trade timing & outlook ON now looks technically stretched after a near-vertical run from about $50 to almost $100. The stock is extremely overbought, momentum has become crowded, and the latest pullback suggests buyers may finally be tiring near the highs. If this rally was driven more by anticipation than by improving fundamentals, a sharp retracement back toward the $70 range is entirely plausible. From a technical standpoint, this is the kind of setup where any softness in semis triggered by earnings or OpenAI's recent tremors can trigger a fast, air-pocket move lower. Fundamentals The stock's current setup looks especially vulnerable because the fundamentals are still mixed: Forward P/E: ~33.8x vs. industry ~37.3x Expected EPS growth: ~32.5% vs. industry ~27.4% Expected revenue growth: ~8% vs. industry ~15...
JHVEPhoto Bristol-Myers Squibb ( BMY ) is projected to report a fall in both earnings and revenue during its first-quarter results on April 30. The consensus EPS Estimate is $1.42 , translating to a 21.1% fall, while revenue is likely to see a 2.5% dip to $10.92B. Over the last 3 months, EPS estimates have seen 4 upward revisions and 7 downward revisions, while revenue estimates have seen 7 upward...
JHVEPhoto Bristol-Myers Squibb ( BMY ) is projected to report a fall in both earnings and revenue during its first-quarter results on April 30. The consensus EPS Estimate is $1.42 , translating to a 21.1% fall, while revenue is likely to see a 2.5% dip to $10.92B. Over the last 3 months, EPS estimates have seen 4 upward revisions and 7 downward revisions, while revenue estimates have seen 7 upward revisions and 1 downward move. Ahead of the earnings, Seeking Alpha analyst Terry Chrisomalis assigned a Strong Buy rating to the stock, driven by robust Growth Portfolio expansion and strategic pipeline execution. Heading into this quarter’s earnings, Chrisomalis noted a positive shift in the company’s momentum as revenue continues to transition from its Legacy Portfolio to its Growth Portfolio. “The thing is that it is near having 60% of its growth portfolio as part of its total revenues, and thus I believe it is on the right track to achieving its strategic goal of countering the loss of patents for key products,” he said. The pharma giant beat estimates last quarter as its growth portfolio offset a slump in demand for its legacy products. Over the last 2 years, BMY has beaten EPS and revenue estimates 100% of the time. The stock has advanced nearly 8% in the year so far, ahead of the S&P 500 index’s 4.8% rise. 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, Pfizer's Eliquis becoming available on Mark Cuban Cost Plus Drug Insider trades: Marvell Technology, Taiwan Semiconductor among notable names
The Fidelity High Dividend ETF (NYSEMKT:FDVV) seeks higher current income through a leaner portfolio, while the Vanguard Dividend Appreciation ETF (NYSEMKT:VIG) prioritizes consistent dividend growth and low management costs. Investors often face a choice between maximizing current income and prioritizing long-term dividend durability. This comparison examines how a strategy focused on maximizing ...
The Fidelity High Dividend ETF (NYSEMKT:FDVV) seeks higher current income through a leaner portfolio, while the Vanguard Dividend Appreciation ETF (NYSEMKT:VIG) prioritizes consistent dividend growth and low management costs. Investors often face a choice between maximizing current income and prioritizing long-term dividend durability. This comparison examines how a strategy focused on maximizing current yield via sector tilts interacts with a more conservative approach that prioritizes companies with a decade or more of consistent payout increases. Investors may choose one over the other based on their immediate income needs or long-term growth objectives. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. Continue reading
halbergman/iStock via Getty Images Introduction I have been following Timberland Bancorp ( TSBK ) for in excess of five years now , and since that initial article, the bank's share price has doubled. A decent result, and although the total return of in excess of 100% isn't exactly hitting the ball out of the park in that time frame, I definitely like the risk/reward here. Mainly because the total ...
halbergman/iStock via Getty Images Introduction I have been following Timberland Bancorp ( TSBK ) for in excess of five years now , and since that initial article, the bank's share price has doubled. A decent result, and although the total return of in excess of 100% isn't exactly hitting the ball out of the park in that time frame, I definitely like the risk/reward here. Mainly because the total amount of loan loss provisions of this Washington state focused bank remains low. This allows it to rapidly increase its tangible book value per share, which also increased by approximately 50% in the past four years. Data by YCharts The results remain strong One of the key reasons why I continue to be interested in Timberland Bancorp is the bank’s strong financial results. This was once again confirmed in the December quarter (the bank hasn’t reported yet on its Q1 CY 2026 results) as the total amount of interest and dividend income increased by in excess of 7%, while the total amount of interest expenses decreased by 0.5%. This resulted in an increase of the net interest income by in excess of 10%, and that, of course, goes a long way to further boost the bottom line result. TSBK Investor Relations As the image above shows, the bank remains very capable of keeping its loan loss provisions exceptionally low, and in the December quarter of 2025, the total amount of loan loss provisions was just $35,000 (less than $0.1M indeed). That's a very negligible amount given the total loan book stands at almost $1.5B. That's important because the bank’s bottom line result mainly depends on its net interest income. The image above also shows that the total amount of non-interest income is just under $2.8M, while the total amount of non-interest expenses (shown below) came in at $11.4M. TSBK Investor Relations This meant that the total pre-tax income came in at $10.3M, which is an increase of approximately 15% compared to the same quarter a year before. This also resulted in a bottom l...
asbe/iStock via Getty Images By Kelvin Wong Precious metals, gold and silver, have failed to ignite a similar risk-on rally in terms of magnitude and duration as seen on the benchmark US stock indices and other major stock indices after the "fragile" ceasefire agreement between the US and Iran that has been put in place on April 8, 2026. Silver flipped to become an underperforming asset class Fig....
asbe/iStock via Getty Images By Kelvin Wong Precious metals, gold and silver, have failed to ignite a similar risk-on rally in terms of magnitude and duration as seen on the benchmark US stock indices and other major stock indices after the "fragile" ceasefire agreement between the US and Iran that has been put in place on April 8, 2026. Silver flipped to become an underperforming asset class Fig. 1: Silver and other major cross-assets' performances from Feb 27, 2026 to Apr 28, 2026 (Source: MacroMicro) Fig. 2: Silver and other major cross-assets' year-to-date performances as of Apr 28, 2026 (Source: MacroMicro) The US-Iran war started on February 28, 2026. Using the pre-war baseline of February 27, 2026 to Tuesday, April 28, 2026, spot silver (LBMA) was the worst performer among other key cross-assets, with a loss of 19% (see Fig. 1). On a year-to-date performance basis as of April 28, 2026, spot silver’s gain has been reduced miserably to 1.7% (see Fig. 2). Despite the geopolitical gridlock between the US and Iran, and any miscalculation from either side likely to trigger a rise in geopolitical risk premiums, we are not seeing any safe-haven demand push towards precious metals at this juncture. Hence, it is the momentum factor that is driving the direction of silver at this juncture and overrides fundamental elements. Let’s now focus on the technical factors to determine silver ( XAGUSD:CUR )’s potential short-term trajectory (1-3 days). Silver (XAG/USD) - End of corrective rebound from March 23, 2026 low Fig. 3: Silver (XAG/USD) minor trend as of Apr 29, 2026 (Source: TradingView) Fig. 4: Silver (XAG/USD) medium-term trend as of Apr 29, 2026 (Source: TradingView) Start of another minor bearish impulsive down move sequence with a multi-month medium-term corrective decline structure that is still intact since its current all-time high of $121.67 printed on January 29, 2026 Watch 75.90 key short-term pivotal resistance on silver for another potential down leg to exp...
In Huge Win For Republicans, Supreme Court Curbs Use Of Race In Drawing Voting Districts In a sweeping 6-3 decision issued today, the U.S. Supreme Court ruled that Louisiana’s congressional map with a second majority-Black district is an unconstitutional racial gerrymander. The ruling in Louisiana v. Callais (No. 24-109) delivers a major victory for Republicans by sharply curtailing the Voting Rig...
In Huge Win For Republicans, Supreme Court Curbs Use Of Race In Drawing Voting Districts In a sweeping 6-3 decision issued today, the U.S. Supreme Court ruled that Louisiana’s congressional map with a second majority-Black district is an unconstitutional racial gerrymander. The ruling in Louisiana v. Callais (No. 24-109) delivers a major victory for Republicans by sharply curtailing the Voting Rights Act’s ability to compel the creation of predominantly Black or Hispanic districts - a development that could help the GOP protect and expand its House majority in the 2026 midterms and beyond. Writing for the Court, Justice Samuel Alito held that Section 2 of the Voting Rights Act, properly interpreted, did not require Louisiana to draw the additional majority-Black district in Senate Bill 8 . Because the state’s use of race was not justified by a compelling interest, the map violated the Equal Protection Clause of the Fourteenth Amendment. A Major Reset of Voting Rights Law Huge victory for GOP with big implications for race for House https://t.co/QRTl01bxt2 — Manu Raju (@mkraju) April 29, 2026 The decision does far more than resolve one Louisiana map. It fundamentally updates the legal framework for Voting Rights Act challenges that has been in place since Thornburg v. Gingles (1986). The Court made three critical changes that will make it significantly harder for plaintiffs to force race-conscious districting: Illustrative maps must be race-neutral : Plaintiffs can no longer draw “demonstration maps” that deliberately maximize majority-minority districts. Any alternative map must fully comply with all of a state’s legitimate, non-racial districting goals - including traditional criteria and the state’s partisan political objectives . Race must be disentangled from party : To prove political cohesion and racial bloc voting, plaintiffs must now control for partisan affiliation. Simply showing that Black voters and white voters support different candidates is no longer ...
In the search for equity income, many investors turn to real estate dividend stocks . Just look at the Vanguard Real Estate Index Fund ETF . The largest exchange-traded fund (ETF) in the category yields 3.66%, or more than triple the yield on the S&P 500 . With some homework, investors can boost their real estate equity income propositions. Gaming and Leisure Properties (NASDAQ: GLPI) confirms as ...
In the search for equity income, many investors turn to real estate dividend stocks . Just look at the Vanguard Real Estate Index Fund ETF . The largest exchange-traded fund (ETF) in the category yields 3.66%, or more than triple the yield on the S&P 500 . With some homework, investors can boost their real estate equity income propositions. Gaming and Leisure Properties (NASDAQ: GLPI) confirms as much. This REIT, which yields an impressive 6.59%, isn't a casino stock in the traditional sense, but it counts some of the most recognizable gaming operators among its tenants. For dividend investors, there's a lot to like about this casino landlord. Image source: Getty Images. Continue reading