Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the JCPB ETF (Symbol: JCPB) where we have detected an approximate $253.7 million dollar inflow -- that's a 2.2% increase week over week in outstanding un
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the JCPB ETF (Symbol: JCPB) where we have detected an approximate $253.7 million dollar inflow -- that's a 2.2% increase week over week in outstanding un
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Vanguard Intermediate-Term Treasury ETF (Symbol: VGIT) where we have detected an approximate $280.1 million dollar inflow -- that's a 0.7% increase w
Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Vanguard Intermediate-Term Treasury ETF (Symbol: VGIT) where we have detected an approximate $280.1 million dollar inflow -- that's a 0.7% increase w
HAKINMHAN/iStock via Getty Images monday.com ( MNDY ) was soaring on Monday after reporting blowout earnings. That isn't a statement that many may have expected to read from what many may have assumed to be a legacy software company disrupted by generative AI. Previously written off for dead, MNDY reported stunning top-line growth in addition to guiding for operating leverage moving forward. Peak ...
HAKINMHAN/iStock via Getty Images monday.com ( MNDY ) was soaring on Monday after reporting blowout earnings. That isn't a statement that many may have expected to read from what many may have assumed to be a legacy software company disrupted by generative AI. Previously written off for dead, MNDY reported stunning top-line growth in addition to guiding for operating leverage moving forward. Peak fear has now been met with a company firing on all cylinders. I reiterate my strong buy rating for the stock. MNDY Stock Price I last covered MNDY in March where I stuck by my top pick in spite of it having crashed 50%. Inclusive of today, the stock has climbed higher, but I must note that I had reduced my position sizing prior to this latest move higher. Data by YCharts The numbers make it hard to dispute management's claim that "the best chapter of monday.com's story is the one we are writing now." MNDY Stock Key Metrics MNDY is an enterprise software company known for its work management products, though it has also expanded into other areas such as CRM and DevOps. In the age of AI, investors have been concerned that such tools have become redundant given the risk of AI-displacement in the human workforce. 2026 Q1 Presentation MNDY has however pivoted by quickly enabling its products to be used by those same AI agents. MNDY has quickly shifted to include a consumption-based model while boasting their new mondayDB 3.0 which they believe gives them a clear leg-up over competitors due to being able to handle the intense workloads of AI agents. 2026 Q1 Shareholder Letter In this past quarter, MNDY generated 24% YoY revenue growth to $351 million, exceeding guidance of $340 million and showing minimal deceleration from the 25% growth rate of the first quarter. Dying companies typically don't grow at this speed. 2026 Q1 Presentation For those worried about AI-induced churn, the company saw its larger customer count grow at a stunning pace across the board. 2026 Q1 Presentation...
Nvidia topped a buy point on Monday after Boeing provided an entry on Friday, among five Dow stocks to watch near buy points this week. Nvidia stock and its peers have rallied in a soaring stock market, with earnings out of the way for some of these names but not for others. Walmart, Goldman Sachs and UnitedHealth also make the cut.
Nvidia topped a buy point on Monday after Boeing provided an entry on Friday, among five Dow stocks to watch near buy points this week. Nvidia stock and its peers have rallied in a soaring stock market, with earnings out of the way for some of these names but not for others. Walmart, Goldman Sachs and UnitedHealth also make the cut.
Shares of Babcock & Wilcox Enterprises ( BW ) on Monday surged 11% after the company reported first-quarter revenue, driven by large project activity and growing demand tied to AI data center power generation. The company posted a Q1 GAAP loss of $0.62 per share, wider than analyst expectations by $0.59, while revenue jumped 44% year over year to $214.4M, beating consensus by $64.7M. Net loss from...
Shares of Babcock & Wilcox Enterprises ( BW ) on Monday surged 11% after the company reported first-quarter revenue, driven by large project activity and growing demand tied to AI data center power generation. The company posted a Q1 GAAP loss of $0.62 per share, wider than analyst expectations by $0.59, while revenue jumped 44% year over year to $214.4M, beating consensus by $64.7M. Net loss from continuing operations widened to $79.6M from $15.6M a year earlier, mainly due to $81.8M in non-cash warrant and stock-related valuation costs. Adjusted EBITDA rose to $16.1M from $4M last year, while adjusted net income from continuing operations was $2.2M. Bookings surged to $2.5B during the quarter, while backlog climbed to $2.7B and the company’s global project pipeline expanded 17% to more than $14B. B&W reiterated its full-year 2026 adjusted EBITDA guidance of $80M to $100M and said it reduced net debt to $42.4M after paying down bonds during the quarter. More on Babcock & Wilcox Enterprises Babcock & Wilcox Enterprises, Inc. 2025 Q4 - Results - Earnings Call Presentation Babcock & Wilcox: The 41% Surge Could Be Just The Beginning Babcock & Wilcox Enterprises, Inc. (BW) Q4 2025 Earnings Call Transcript Babcock & Wilcox Enterprises GAAP EPS of -$0.62 misses by $0.59, revenue of $214.4M beats by $64.7M Babcock & Wilcox books $21M in U.S. fuel-switching projects
alexsl Michael Burry, the investor famously known for predicting the 2008 housing collapse, is once again sounding alarms over the stock market’s relentless advance. In a recent post shared through his Substack, Burry warned that equities may be approaching a significant turning point after a powerful rally pushed major indexes to fresh highs. “The market has jumped the shark,” Burry wrote, sugges...
alexsl Michael Burry, the investor famously known for predicting the 2008 housing collapse, is once again sounding alarms over the stock market’s relentless advance. In a recent post shared through his Substack, Burry warned that equities may be approaching a significant turning point after a powerful rally pushed major indexes to fresh highs. “The market has jumped the shark,” Burry wrote, suggesting investor enthusiasm may have become detached from underlying risks and that conditions are building for a broader reversal. His comments arrive as Wall Street continues to extend gains on the back of stronger-than-expected corporate earnings and growing optimism surrounding a potential diplomatic breakthrough between the United States and Iran. Investors have increasingly embraced risk assets lately, betting easing geopolitical tensions and resilient economic data can continue supporting equities. Despite the bullish momentum, no formal agreement between Washington and Tehran has been finalized, leaving uncertainty around energy markets and global stability. Burry has repeatedly cautioned about elevated valuations and speculative behavior in recent years, though U.S. stocks have continued climbing despite those warnings. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). More on markets RBC Capital raises S&P 500 year-end target to 7,900 as it sees more upside ahead Trump gives the EU a July 4 deadline to finalize a trade deal and warns of higher tariffs Goldman Sachs flags Amazon and Alphabet for inflating S&P 500 earnings growth figures AI startup surge ignites new wave of American entrepreneurship 4 stocks to watch on Monday: APO, MSFT, INTC, IREN
YOQNEAM, Israel, May 11, 2026 (GLOBE NEWSWIRE) -- MIND C.T.I. LTD. – (NasdaqGM: MNDO ), a leading provider of convergent end-to-end prepaid/postpaid billing and customer care product based solutions for service providers, unified communications (UC) analytics for enterprises as well as enterprise messaging solutions, today announced results for its first quarter ended March 31, 2026.
YOQNEAM, Israel, May 11, 2026 (GLOBE NEWSWIRE) -- MIND C.T.I. LTD. – (NasdaqGM: MNDO ), a leading provider of convergent end-to-end prepaid/postpaid billing and customer care product based solutions for service providers, unified communications (UC) analytics for enterprises as well as enterprise messaging solutions, today announced results for its first quarter ended March 31, 2026.
One-year inflation expectation stood at 3.7%, according to the Federal Reserve Bank of Cleveland's Q2 Survey of Firms' Inflation Expectations. The metric had come in at 3.1% during the Q1 survey. SoFIE is a large quarterly representative panel of firms in the manufacturing and services sectors that was created to measure inflation expectations of CEOs in the U.S. The survey considers the expected ...
One-year inflation expectation stood at 3.7%, according to the Federal Reserve Bank of Cleveland's Q2 Survey of Firms' Inflation Expectations. The metric had come in at 3.1% during the Q1 survey. SoFIE is a large quarterly representative panel of firms in the manufacturing and services sectors that was created to measure inflation expectations of CEOs in the U.S. The survey considers the expected Consumer Price Index inflation. CPI inflation had pumped up to a 3.3% year-over-year increase in March, the latest reading recorded. Here is a look at the recent inflation expectation movements: Twelve-month inflation expectations in recent Q1s The survey participants believe the U.S. Federal Reserve is trying to achieve an annual inflation rate of 2.4% on average. The figure fell from 2.6% recorded in the last quarter. However, the confidence level among the participants about the Fed achieving this inflation rate in five years varied significantly, with a majority (38.5%) only somewhat confident of the achievement. When asked about inflation expectations for individual firms, the participants expect a 3.3% price increase on average at their firm over the coming twelve months. Twelve months from now, the participants expect a 3.5% rise in average unit costs at their firm. More on Inflation Chicago Fed Pres Goolsbee says labor market stable but has inflation worries Mortgage rates rise for second straight week Nonfarm payroll growth exceeds consensus in April; unemployment rate holds at 4.3% Economic uncertainty requires an open mind on monetary policy, Cleveland Fed's Hammack says
FangXiaNuo When JD.com ( JD ) announces first-quarter earnings on Tuesday, Wall Street expects the Chinese e-commerce company to post EPS of $0.53, implying a 54.3% decline, while its revenue is expected to rise 9.7% to $45.54B for the quarter. Earlier in March, as a part of its international expansion plans, the company launched its long-anticipated European online shopping platform in six new ma...
FangXiaNuo When JD.com ( JD ) announces first-quarter earnings on Tuesday, Wall Street expects the Chinese e-commerce company to post EPS of $0.53, implying a 54.3% decline, while its revenue is expected to rise 9.7% to $45.54B for the quarter. Earlier in March, as a part of its international expansion plans, the company launched its long-anticipated European online shopping platform in six new markets, including Germany and the U.K., banking on fast deliveries and high-quality products to get an edge on rivals. Analysts are bullish on JD on the back of its several business components, including logistics, growing marketplace, advertisement platforms, and industrial AI systems. Last month, Macquarie upgraded JD to Outperform from Neutral, with a price target of $35, implying more than 16% upside from Friday’s close of $30.13. The brokerage firm highlighted that JD.com is expected to report positive Q1 results as advertising revenue would offset soft electronics sales. “We expect [JD Retail] to be largely on track, with the high base effect from the trade-in policies dragging on electronics’ sales, offset by faster-growing advertising revenue as [JD Retail] expands into more third-party categories,” Macquarie analysts Ellie Jiang and Jason Zhang highlighted in their research note. Citi also maintained its Buy rating on JD.com and increased its price target to $36 from $35. The brokerage firm believes that improving subsidy environment in the food delivery industry is likely to support continued loss narrowing for new business. The company’s shares have gained nearly 7% so far this year, underperforming the benchmark S&P 500, which has risen above 8% over the same period. However, Seeking Alpha’s Quant Rating and Seeking Alpha analysts are bullish, rating it a Buy. Wall Street analysts are rating the stock a Strong Buy. Seeking Alpha analyst Byte Sized Alpha rated the stock a Buy, with a price target of $42, saying that it remains undervalued as growth drivers across ...
MarioGuti/iStock via Getty Images Federal Communications Commissioner Anna Gomez has publicly accused the Trump Administration of targeting Disney ( DIS ) by weaponizing the agency to curtail free speech and censor the entertainment giant. In a letter to Disney ( DIS ) CEO Josh D’Amaro, Gomez, the Democratic appointee to the agency, claims the White House is engaged in a “sustained, coordinated ca...
MarioGuti/iStock via Getty Images Federal Communications Commissioner Anna Gomez has publicly accused the Trump Administration of targeting Disney ( DIS ) by weaponizing the agency to curtail free speech and censor the entertainment giant. In a letter to Disney ( DIS ) CEO Josh D’Amaro, Gomez, the Democratic appointee to the agency, claims the White House is engaged in a “sustained, coordinated campaign of censorship and control” against Disney to suppress a “free and independent press.” Gomez’s letter comes in the wake of the FCC’s decision to conduct an early review of ABC’s broadcast license amid complaints that parent company Disney ( DIS ) violated federal equal employment laws under its diversity, equity, and inclusion mandates, an investigation that was initiated soon after late-night talk show host Jimmy Kimmel joked First Lady Melania Trump “had the look of an expectant widow” days before a gunman infiltrated the White House Correspondents' Dinner. According to her letter to Disney ( DIS ) viewed by The Wall Street Journal, Gomez claims the FCC investigation was to “use regulatory pressure to force [Kimmel’s] removal from the air and send a message to every other broadcaster about the cost of critical coverage.” Nominated by former president Joe Biden and confirmed in 2023, Gomez serves as the lone Democrat on the committee and has repeatedly locked horns with FCC Chairman Brendan Carr. Gomez is especially critical of Carr’s decision to consider whether ABC’s The View should be afforded a “bona fide news exemption.” Gomez called the investigation "government intimidation" with the purpose to “weaponize the FCC’s regulatory authority to intimidate perceived critics of this Administration and chill protected speech.” 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 Disney Disney: Ignore The FCC And The Earnings, Focus On What Really M...
Monday’s ‘make or break’ speech was one of the PM’s best but the signs are that most Labour MPs have already seen enough What did Keir Starmer say in ‘last chance’ speech to save his premiership? UK politics live – latest updates Was that it? Reset number … I forget where we’re up to now. Much the same as the last reset. And probably much the same as the next reset. That’s if there is one. The sig...
Monday’s ‘make or break’ speech was one of the PM’s best but the signs are that most Labour MPs have already seen enough What did Keir Starmer say in ‘last chance’ speech to save his premiership? UK politics live – latest updates Was that it? Reset number … I forget where we’re up to now. Much the same as the last reset. And probably much the same as the next reset. That’s if there is one. The signs are that most Labour MPs think they’ve seen enough. That Keir Starmer has run out of road. He certainly seems to be running out of friends. Down to a few ultra-loyalists. And he can’t even trust those who want him to stay as they are probably only biding their time until Andy Burnham is in Westminster and can launch a leadership challenge. There’s a sadness here. Because Monday’s “make or break” speech was one of Starmer’s best. But it was always only going to end in heartbreak because Starmer can’t roll back the last two years. He can’t stop a leadership race that has in effect already started. Continue reading...
Over his kaleidoscopic career, the great Shakespearean was a stalwart of the RSC, co-founded a ‘rock’n’roll’ theatre company and excelled at Chekhov and Pinter Michael Pennington was what Richard II – a part he played with great distinction – called a “well-graced actor”. He had a resonant voice, a handsome countenance, a security and ease on stage. But looking back over his career, on his death a...
Over his kaleidoscopic career, the great Shakespearean was a stalwart of the RSC, co-founded a ‘rock’n’roll’ theatre company and excelled at Chekhov and Pinter Michael Pennington was what Richard II – a part he played with great distinction – called a “well-graced actor”. He had a resonant voice, a handsome countenance, a security and ease on stage. But looking back over his career, on his death at the age of 82 , I am struck by its astonishing variety. He co-founded, with Michael Bogdanov , the English Shakespeare Company. He toured the world with one-man shows on Shakespeare and Chekhov. He directed here and abroad and wrote 10 books full of practical wisdom. On top of all that, he was witty and delightful company. Continue reading...
imaginima/iStock via Getty Images Investment Thesis Super Micro Computer ( SMCI ) continues to be one of the most interesting but controversial names in terms of AI infrastructure. Since my last coverage SMCI is up around 9% on the back of solid margin recovery and continued healthy demand for AI technology. My bull thesis remains cautious because the current stock price already reflects the negat...
imaginima/iStock via Getty Images Investment Thesis Super Micro Computer ( SMCI ) continues to be one of the most interesting but controversial names in terms of AI infrastructure. Since my last coverage SMCI is up around 9% on the back of solid margin recovery and continued healthy demand for AI technology. My bull thesis remains cautious because the current stock price already reflects the negative impacts from poor corporate governance and liquidity issues. However, the easy narrative that this is just a growth play no longer holds water. Issues surrounding cash flow, customer concentrations and DOJ risk remain real. Data by YCharts The Margin Recovery Was Real But Not Yet Fully Proven It is clear from the outset that the headlines were ugly with Q3 revenue coming in at $10.24 billion against expectations of nearly $12.39 billion for a miss of roughly 17%. A revenue miss of that size would typically cause the stock to be readjusted lower. However, in SMCI's case, the market forgave the miss since management attributed it to delays in getting customers ready for rack deliveries. As usual, this is not the same as demand destruction, SMCI simply needs to manage inventory effectively. The other side of the coin was the gross margin recovery which came in strong at 10.1% compared to 6.4% in Q2 and helped SMCI report non-GAAP EPS of $0.84 against expectations of $0.63 which is roughly one-third better than expected. This is a strong result. Super Micro proved to the market that when customers improve and tariffs ease, among others, it can leverage its operations and report strong earnings. However, the margin issue cannot yet be considered solved by SMCI. Data by YCharts Additionally, the Q4 gross margin guidance of 8.2% to 8.4%, implying a reversal compared to Q3's levels. It shows that Q3's margin was aided mostly by favorable customer mix and cost savings, something SMCI will not always enjoy. For the long-term bull case, we need SMCI to maintain gross margins above...
Just over four months into 2026, and it's not a stretch to say the daily barrage of oil price headlines wears out investors. To put things succinctly, the war in Iran (yes, you've heard this before) pushed crude prices higher. West Texas Intermediate (WTI) futures are down 16.6% for the month ending May 7 but are hovering around $95 a barrel late on May 7. That's still too high because it's demand...
Just over four months into 2026, and it's not a stretch to say the daily barrage of oil price headlines wears out investors. To put things succinctly, the war in Iran (yes, you've heard this before) pushed crude prices higher. West Texas Intermediate (WTI) futures are down 16.6% for the month ending May 7 but are hovering around $95 a barrel late on May 7. That's still too high because it's demand-destructive and likely to weigh on the upcoming summer travel season. That's the bad news, but the good news is that energy investors are reaping rewards. This quartet of oil dividend stocks is worth examining this month. Image source: Getty Images. Continue reading
Sky_Blue/iStock via Getty Images Woodside Energy's ( WDS ) long-delayed Browse liquefied natural gas project is now expected to cost A$48.7B (~US$35.2B), but could generate a long-term boost of A$141M (~US$102B) in Australia’s gross domestic product, according to a new report issued Monday by Deloitte that was commissioned by the company. The proposal to develop Australia's largest untapped natu...
Sky_Blue/iStock via Getty Images Woodside Energy's ( WDS ) long-delayed Browse liquefied natural gas project is now expected to cost A$48.7B (~US$35.2B), but could generate a long-term boost of A$141M (~US$102B) in Australia’s gross domestic product, according to a new report issued Monday by Deloitte that was commissioned by the company. The proposal to develop Australia's largest untapped natural gas resource was submitted to regulators in 2018 and was last estimated to cost A$27.3B in 2019, but a major carbon capture and storage component has since been added to the project, which aims to inject up to 4M metric tons/year of carbon dioxide emissions back into the Browse reservoirs and cut direct emissions nearly in half. "It would be one of the largest projects in Australian history based on capital expenditure," the report said, adding it would also create more than 3K full-time jobs and generate A$56.2B in tax payments. Browse is expected to produce 11.4M metric tons/year of LNG, LPG, and domestic gas, along with peak condensate output of 50K bbl/day. Environmental groups have opposed the project, arguing it would threaten the nearby Scott Reef, home to endangered pygmy blue whales and green turtles. More on Woodside Energy Woodside Energy Shareholder/Analyst Call Transcript Woodside Energy: Hedges Limit LNG Upside Woodside Energy: Entering Harvest Mode With Strong LNG Tailwinds
MF3d Bitcoin ( BTC-USD ) prices gradually rose to the $70K mark in April amid uncertainty over developments in Iran. Analysts remain mixed over the cryptocurrency’s further movement this year, with odds roughly split that BTC will rise back to $100K in 2026, according to prediction marketplace Kalshi. Among crypto stocks with a market cap up to $2B, Strive Asset Management ( ASST ) saw the highest...
MF3d Bitcoin ( BTC-USD ) prices gradually rose to the $70K mark in April amid uncertainty over developments in Iran. Analysts remain mixed over the cryptocurrency’s further movement this year, with odds roughly split that BTC will rise back to $100K in 2026, according to prediction marketplace Kalshi. Among crypto stocks with a market cap up to $2B, Strive Asset Management ( ASST ) saw the highest short interest at 22.62%, while BitFuFu ( FUFU ) saw the lowest at 0.55% in the month of April. Here are the five most shorted crypto stocks with market capitalizations of up to $2 billion (as a % of shares outstanding) Strive Asset Management ( ASST ) 22.62% Forum Markets ( FRMM ) 21.63% DeFi Development ( DFDV ) 20.32% Bit Digital ( BTBT ) 19.51% KULR Technology Group ( KULR ) 19.37% Here are the five least shorted crypto stocks with market capitalizations of up to $2 billion (as a % of shares outstanding) BitFuFu ( FUFU ) 0.55% Solana Company ( HSDT ) 2.27% Bitgo Holdings ( BTGO ) 2.41% Exodus Movement ( EXOD ) 2.60% Nakamoto ( NAKA ) 2.70% More on Cryptocurrency Exodus Movement: Sensible Payments Strategy, But With Weakened Balance Sheet Solana Company: A Compelling NAV Play DeFi Development: Better To Buy Solana Directly Quant snapshot: Beachbody, Deutsche Telekom among top-rated names as IceCure Medical, Fold Holdings lag Most and least shorted small-cap financial stocks at April's end