Abu Hanifah/iStock via Getty Images The Thesis: Reaffirm Prior Hold Rating With earnings season still in focus, one REIT that is reporting earnings next week on May 6th is LTC Properties ( LTC ), a senior-care REIT that is up around +6% since I recommended holding it in my Aug. 2025 article , when I was impressed with its diverse portfolio but also concerned about cost pressures in this niche. Thi...
Abu Hanifah/iStock via Getty Images The Thesis: Reaffirm Prior Hold Rating With earnings season still in focus, one REIT that is reporting earnings next week on May 6th is LTC Properties ( LTC ), a senior-care REIT that is up around +6% since I recommended holding it in my Aug. 2025 article , when I was impressed with its diverse portfolio but also concerned about cost pressures in this niche. This time around, I preview the stock again ahead of its upcoming earnings, and discuss the following 8 ratings categories: LTC - rating worksheet (author) Despite updated data points considered, my followup thesis argues for a hold again, taking a neutral position. Although key strengths may lie in macro demand for senior-care/skilled nursing properties, and this REIT has been on a portfolio growth spree which is respectable, some other factors could be a headwind to any bullish case. These include technical chart patterns, limited upside forecasts, a weak dividend growth story, and lack of steady FFO growth, for example. Macroeconomic Factors LTC - macro demand (author) In this first topic, I considered macro factors in my worksheet above and overall am bullish in this section. An ongoing macro factor I am coming across that is driving tailwind for this niche is an aging population driving demand for senior care. CNBC wrote last November, for example, that "the senior population is skyrocketing as baby boomers peak and nursing homes start to see more residents." Although many seniors may prefer remaining at home to get care rather than moving into a senior-living facility and having had relatives in that situation I totally understand the appeal, it is not without challenges. For instance, the Bloomberg School of Public Health wrote in a study last year that a key challenge is "insufficient numbers of trained and qualified health personnel to meet emerging needs." So, that continues putting the spotlight on actual facilities for seniors to move to, and hence why this niche o...
T-Mobile US (NASDAQ:TMUS) received a fresh analyst upgrade this morning, with Oppenheimer’s Timothy Horan moving the carrier to Outperform from Perform and assigning a $260 price target. The thesis centers on a new angle: T-Mobile’s potential to use artificial intelligence (AI) to lift pricing, cut expenses, and seed new revenue lines. TMUS stock last traded ... Oppenheimer Upgrades T-Mobile to Ou...
T-Mobile US (NASDAQ:TMUS) received a fresh analyst upgrade this morning, with Oppenheimer’s Timothy Horan moving the carrier to Outperform from Perform and assigning a $260 price target. The thesis centers on a new angle: T-Mobile’s potential to use artificial intelligence (AI) to lift pricing, cut expenses, and seed new revenue lines. TMUS stock last traded ... Oppenheimer Upgrades T-Mobile to Outperform With a $260 Price Target: Can AI Pricing Power Drive the Next Leg?
Fresh off a near $70-a-share drop Tuesday, shares of Sandisk (NASDAQ: SNDK) bounced back on Wednesday -- and investors can thank Seagate Technology (NASDAQ: STX) for the bump. Seagate crushed analyst forecasts last night, earning $4.10 per share versus a $3.48 non-GAAP forecast. Sales of $3.1 billion likewise beat expectations for less than $3 billion. Investors are exuberant, and they're buying c...
Fresh off a near $70-a-share drop Tuesday, shares of Sandisk (NASDAQ: SNDK) bounced back on Wednesday -- and investors can thank Seagate Technology (NASDAQ: STX) for the bump. Seagate crushed analyst forecasts last night, earning $4.10 per share versus a $3.48 non-GAAP forecast. Sales of $3.1 billion likewise beat expectations for less than $3 billion. Investors are exuberant, and they're buying computer memory stocks hand over fist this morning. Sandisk is up 8.5% through 10:25 a.m. ET. Continue reading
Gold is taking a sharp hit on Fed day, with the PHLX Gold/Silver Sector (^XAU) tracking nearly 2% lower. There has been a rotation out of safe havens ahead of the Federal Reserve’s afternoon decision even as the stock market takes a wait-and-see approach. The precious metal move snaps a quiet stretch and leaves bullion ... Real Yields Are Crushing Gold in Short Term but Long-Term Picture Remains I...
Gold is taking a sharp hit on Fed day, with the PHLX Gold/Silver Sector (^XAU) tracking nearly 2% lower. There has been a rotation out of safe havens ahead of the Federal Reserve’s afternoon decision even as the stock market takes a wait-and-see approach. The precious metal move snaps a quiet stretch and leaves bullion ... Real Yields Are Crushing Gold in Short Term but Long-Term Picture Remains Intact
sitox Bloom Energy ( BE ) up 23.8% in early trading Wednesday to an all-time high of $290.50 after crushing estimates for Q1 adjusted earnings and revenue, capitalizing on rising demand for digital power as part of the artificial intelligence boom, and raising guidance for the full year. The fuel cell technology provider swung to a Q1 profit of $70.7M, or $0.23/share, from a loss of $23.8M, or $0....
sitox Bloom Energy ( BE ) up 23.8% in early trading Wednesday to an all-time high of $290.50 after crushing estimates for Q1 adjusted earnings and revenue, capitalizing on rising demand for digital power as part of the artificial intelligence boom, and raising guidance for the full year. The fuel cell technology provider swung to a Q1 profit of $70.7M, or $0.23/share, from a loss of $23.8M, or $0.10/share, in the year-earlier quarter, and revenue more than doubled to $751.1M from $326M in the same period last year. Bloom ( BE ) raised guidance for FY 2026, now seeing adjusted EPS of $1.85-$2.25 and revenue of $3.4B-$3.8B, exceeding respective FactSet consensus estimates of $1.42/share and $3.24B, after previously forecasting earnings of $1.33-$1.48/share and revenue of $3.1B-$3.3B. Alternative energy peers also trade higher: FuelCell Energy ( FCEL ) up 12.4%, Plug Power ( PLUG ) up 2.6%, and Ballard Power ( BLDP ) up 0.8%. The Q1 results came a day after Oracle and BorderPlex Digital Assets said they will use fuel cells made by Bloom Energy ( BE ) for Oracle’s Project Jupiter data center campus in New Mexico. Morgan Stanley analyst David Arcaro, who rates Bloom ( BE ) at Overweight, raised his stock price target to $310 from $184, seeing the guidance raise as attractive with revenue and profit set to increase and margins continuing to expand. "We believe the confirmation of the recent Oracle deal likely contributed to the increase, with at least 1.2 GW being delivered over 2026 and 2027, and the company also suggested broad-based strength across data center and C&I end markets." More on Bloom Energy Bloom Energy's 130% Revenue Explosion Is Too Expensive, But Impressive Bloom Energy: Oracle Reinforces AI Power Surge Bloom Energy Q1 2026 Earnings Call Presentation
The Global X - Silver Miners ETF (NYSEMKT:SIL) could appeal to investors seeking aggressive silver-market exposure, while the VanEck Gold Miners ETF (NYSEMKT:GDX) may suit those prioritizing lower costs and gold-sector liquidity. Both exchange-traded funds (ETFs) offer targeted access to the extraction side of the precious metals market. While SIL focuses specifically on silver mining companies, G...
The Global X - Silver Miners ETF (NYSEMKT:SIL) could appeal to investors seeking aggressive silver-market exposure, while the VanEck Gold Miners ETF (NYSEMKT:GDX) may suit those prioritizing lower costs and gold-sector liquidity. Both exchange-traded funds (ETFs) offer targeted access to the extraction side of the precious metals market. While SIL focuses specifically on silver mining companies, GDX provides a broader window into the gold mining industry. These funds are often used as tactical tools for investors who expect metal prices to rise, as mining company profits can fluctuate more significantly than the bullion prices themselves. This dynamic makes them potentially more volatile than holding physical metal or a spot-price ETF. 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
American Water Works ( AWK ) declares $0.895/share quarterly dividend , 8.2% increase from prior dividend of $0.8275. Forward yield 2.72% Payable June 2; for shareholders of record May 12; ex-div May 12. See AWK Dividend Scorecard, Yield Chart, & Dividend Growth. More on American Water Works American Water Works: Forever Assets Finally At A Reasonable Price American Water Works: Pick Up This Futur...
American Water Works ( AWK ) declares $0.895/share quarterly dividend , 8.2% increase from prior dividend of $0.8275. Forward yield 2.72% Payable June 2; for shareholders of record May 12; ex-div May 12. See AWK Dividend Scorecard, Yield Chart, & Dividend Growth. More on American Water Works American Water Works: Forever Assets Finally At A Reasonable Price American Water Works: Pick Up This Future Dividend Aristocrat Now American Water Works Company, Inc. (AWK) Q4 2025 Earnings Call Transcript American Water Works Q1 2026 Earnings Preview American Water Works, Essential Utilities merger approved by Kentucky regulator
Uber Technologies Inc. is adding hotel bookings in its flagship app, marking the ride-hail company’s biggest push yet into the travel market as it seeks to create an everything platform. The San Francisco-based company has partnered with Expedia Group Inc. to make its hotel selection available in the Uber app, starting in the US, Uber said in a statement on Wednesday as part of its annual product ...
Uber Technologies Inc. is adding hotel bookings in its flagship app, marking the ride-hail company’s biggest push yet into the travel market as it seeks to create an everything platform. The San Francisco-based company has partnered with Expedia Group Inc. to make its hotel selection available in the Uber app, starting in the US, Uber said in a statement on Wednesday as part of its annual product event. Vacation rentals from Expedia’s Vrbo brand will be added later this year. For every hotel booking, members of the paid Uber One program can earn 10% back in credits that can be applied toward future rides or delivery orders. Customers can also save as much as 20% on a subset of about 10,000 hotels, Uber added. Uber ride bookings will be added to the Expedia app in June, the travel company said. Hotel bookings are a strategic addition for Uber’s business, as the company already helps many travelers get to their hotels and deliver them food or travel amenities, Chief Product Officer Sachin Kansal said in an interview ahead of the announcement. About 15% of its ride-hailing gross bookings happen to or from an airport, he added. More than 1.5 billion trips took place outside a rider’s home city last year, according to the company. The Expedia integration represents a significant move for Uber’s long-telegraphed super app ambitions , which would expand the platform beyond ride-hailing and delivery. To boost those efforts, Uber has taken a variety of tacks in recent years, including striking partnerships, investing in other companies and making acquisitions . All of this has allowed the rideshare giant to add extras in select markets like bookings for bikes, scooters, trains, buses and flights . Uber isn’t the only company with ambitions of developing a do-it-all app. OpenAI and Anthropic PBC are also adding third-party features to their popular chatbots in the hopes of becoming a one-stop shop for consumers’ work and leisure needs. Uber has made its service available on t...
Two major Wall Street firms raised the bar on Bloom Energy (NYSE:BE) stock today following a blowout quarter. JPMorgan lifted its BE stock price target to $267 from $231 while keeping an Overweight rating, and Susquehanna boosted its target to $293 from $173 with a Positive rating. The dual price target raise marks a clear ... JPMorgan and Susquehanna Both Boost Bloom Energy Price Targets: Is the ...
Two major Wall Street firms raised the bar on Bloom Energy (NYSE:BE) stock today following a blowout quarter. JPMorgan lifted its BE stock price target to $267 from $231 while keeping an Overweight rating, and Susquehanna boosted its target to $293 from $173 with a Positive rating. The dual price target raise marks a clear ... JPMorgan and Susquehanna Both Boost Bloom Energy Price Targets: Is the Data Center Power Play Heating Up?
Textron ( TXT ) declares $0.02/share quarterly dividend , in line with previous. Forward yield 0.09% Payable July 1; for shareholders of record June 12; ex-div June 12. See TXT Dividend Scorecard, Yield Chart, & Dividend Growth. More on Textron Textron: Quietly Lining Up A Q1 Beat Textron: Not My Favorite Aerospace And Defense Stock, But It Is A Strong Buy Now Textron: A Lot Of "Meh" To Go Around ...
Textron ( TXT ) declares $0.02/share quarterly dividend , in line with previous. Forward yield 0.09% Payable July 1; for shareholders of record June 12; ex-div June 12. See TXT Dividend Scorecard, Yield Chart, & Dividend Growth. More on Textron Textron: Quietly Lining Up A Q1 Beat Textron: Not My Favorite Aerospace And Defense Stock, But It Is A Strong Buy Now Textron: A Lot Of "Meh" To Go Around Bell signs agreements for three Bell 429 helicopters in U.K., Estonia Pentagon details Trump’s $1.5T defense plan; focus on missiles, drones, ships
China said it would retaliate against the European Union if it proceeds with a proposal to ban Huawei Technologies Co. ’s equipment across the continent, escalating tensions in the long-running clash over national security and the communications company’s products. China’s mission to the EU has asked that the commission erase language that would declare Chinese equipment a cybersecurity concern or...
China said it would retaliate against the European Union if it proceeds with a proposal to ban Huawei Technologies Co. ’s equipment across the continent, escalating tensions in the long-running clash over national security and the communications company’s products. China’s mission to the EU has asked that the commission erase language that would declare Chinese equipment a cybersecurity concern or label companies from the country as “high risk” suppliers in a proposal from Commission Executive Vice President Henna Virkkunen . Virkkunen is looking for ways to compel countries in the bloc to phase out Huawei’s and compatriot ZTE Corp. ’s equipment from their telecommunications infrastructure and in January proposed mandatory measures meant to secure networks in the Cybersecurity Act. Read More: EU Eyes Huawei Ban in Mobile Networks of Member Countries “If the EU persists in adopting the proposal, China will have to respond in kind by carrying out corresponding countermeasures against the EU and EU businesses,” the Chinese mission said in a statement at a meeting in Brussels on Wednesday. If the EU uses the act to require European businesses to phase out Chinese equipment, China can “launch relevant investigations into the EU or EU businesses and take reciprocal measures.” A number of countries in Europe as well as the UK have taken steps to ban Huawei gear from the most sensitive parts of their telecommunications networks, saying the company’s ties to China are a security risk. In 2020, the commission set out voluntary guidelines in its 5G toolbox that advised countries to curb the use of “high-risk vendors.” Read More: Germany to Cut Huawei From 5G Core Network by End-2026 Critics have complained that the bans hurt telecoms by restricting the supply of critical network components and force them to turn to more expensive or less sophisticated suppliers. Besides Huawei, the dominant telecom equipment suppliers are in Europe — Nokia Oyj and Ericsson .