ablokhin/iStock Editorial via Getty Images Today we return to examine Sally Beauty Holdings, Inc. ( SBH ). We own a house position here and talked about why we rated it a Hold when it was $17. Shares are now back to the $13 level as we write, which we think is the top of the buying range. We like to get more aggressive closer to $10 (so-called strong buy levels, assuming fundamentals are still sound). We think there is some trading upside from this level, so moving to a Buy here. Quants are mostly positive and is Buy-rated on that front. We like to buy low and sell higher, as simple as that sounds. It is a key teaching at BAD BEAT Investing, where we make shorter-term, highly profitable trades in favorable setups. We then often roll profit into long-term investments. This is how we have helped investors build wealth over the last decade under this strategy. And it can work with SBH if you believe the path of earnings will be higher longer-term. We think the re-rating lower in consumer names, which has taken SBH stock lower, in combination with the just-reported earnings and outlook, justifies an upgrade. Let us discuss. Sally Beauty Holdings Headlines Fiscal Q2 Results Let us discuss the performance here, folks. The just-reported quarter was another double-line beat versus consensus expectations. Consensus expected sales to be up 2%, but revenue was a touch higher than expected, rising 2.3% from last year and coming in at $903.4 million. We expected sales to be flat to up 1-3%, and the results were just above our expectations. While the top line matters, of course, and the growth is slow after strategic downsizing, the key metric we always monitor for retailers is the comparable sales figure. We anticipated that comparable sales would be up 1% +/- 0.2%. Well, comparable sales were slightly above the higher end of our expectation, with comps up 1.3%. We always want to see comparable sales improving. And given that this quarter started to see the impacts of higher fue...

Turkcell Iletisim press release ( TKC ): Q1 r evenue of the Group grew by 8.9% year-on-year, reaching TRY68,377 million (TRY62,767 million) in Q126. This growth was primarily driven by the robust performance of Turkcell Türkiye, mainly attributable to corporate revenues Net income increased by 14.9% to TRY4,634 million (TRY4,033 million) in Q126. This improvement resulted from substantial monetary gain registered in the first quarter along with improved contribution from TOGG. More on Turkcell Iletisim Turkcell Iletisim Hizmetleri A.S. 2026 Q1 - Results - Earnings Call Presentation Turkcell: Cheap Valuation, But Rising CapEx And Forex Risks (Rating Downgrade) Turkcell Iletisim Hizmetleri A.S. (TKC) Q4 2025 Earnings Call Transcript Sphere Entertainment, Orange come out on top in communication services quant picks ahead of Q1 earnings Mid-cap communication services stocks ranked by quant ratings after earnings season

格隆汇5月12日｜白宫官员：特朗普周一将签署行政命令，允许增加牛肉进口并支持美国牛群存栏恢复。

当地时间5月11日，法国巴黎东南部的枫丹白露森林发生一起小型飞机坠毁事故，造成两人死亡。事故发生地点位于枫丹白露市与沙伊昂比耶尔之间的森林区域。事发初期，警方仅确认飞行员死亡，随后又发现第二具遗体。据悉，失事飞机为一架“富加教师”（Fouga Magister）教练机，当天从默伦-维拉罗什机场起飞。（央视新闻）

More frequently marking assets does little to improve transparency or accuracy in the $1.8 trillion private credit market, according to Pacific Investment Management Co. strategist Lotfi Karoui . “Attempts to increase liquidity — the ability to buy or sell an asset quickly, in size, and at prices reflecting fundamental values — are welcome developments,” Karoui wrote Monday in a note to clients. “Yet until these efforts address the market’s inherent structural constraints, including a lack of true price discovery, they will only increase the perception of liquidity without truly improving liquidity.” Apollo Global Management Inc. has been stepping up efforts to provide liquidity and price transparency in the private-credit market, where assets don’t typically change hands. Last week, the firm said more than $830 billion of its credit assets will be priced daily by the end of September. “The debate over daily pricing in private credit portfolios has evolved from a narrow accounting question into a proposed remedy for the market’s dispersed — and often stale — valuations,” Karoui wrote. Pimco, an early critic of the private credit industry, has been vocal about the risks in direct-lending markets and has taken the other side of the bet by hunting for emerging problems in private-credit-backed companies. “Price-mark dispersion for loans held across multiple business development company portfolios has widened sharply in recent quarters,” Karoui wrote. By the end of last year, “marks for the same instrument were, on average, about five points apart,” he added. “These gaps are difficult to reconcile with the notion of arm’s-length fair value determinations for identical assets.”

一波迅猛涨势推动标普500指数重回历史高位，华尔街老将Ed Yardeni看好该基准指数到2026年底能够突破8000点。Yardeni把标普500指数的年底目标点位从7700点上调至8250点，认为较周五收盘价有近12%的上行空间。强劲的第一季度盈利促使这位Yardeni Research的首席投资策略师提高了他的预测。（财联社）

⚽️ Championship playoff updates from 8pm BST ⚽️ First leg match report | Mail Daniel Millwall (4-2-3-1): Patterson; Leonard, Crama, Cooper, Sturge; De Norre, Mazou-Sacko; Azeez, Neghli, Ballo; Coburn. Subs : Crocombe, McNamara, Mitchell, Ivanovic, Doughty, Langstaff, Watson, Cundle, Bannan. Hull City (4-2-3-1): Pandur; Coyle, Egan, Ajayi, Hughes; Crooks, Slater; Joseph, Giles, Millar; McBurnie. Subs : Phillips, Lundstram, Belloumi, Hirakawa, Gelhardt, Famewo, Dowell, Koumas, McNair. Continue reading...

Catching Falling Knives: Is Time to Buy These Beaten-Down Stocks?McDonald's (NYSE:MCD) reported first-quarter 2026 global comparable sales growth of 3.8% and said it gained market share in nearly all of its top 10 markets, as executives emphasized value, marketing and menu innova

We all want to see our stocks go up in perpetuity. But even the best companies don't see their share prices rise in a straight line. When they go down, that doesn't mean you should necessarily rush in to buy. But it's an opportunity to check out their stories. If the long-term investing thesis remains intact, it's a buying opportunity. It also makes it easier when the companies pay regular dividends. That means you're getting paid to wait for the stock's fortunes to improve. Continue reading

Trump Wants To Slash Child Care Costs By Getting Government Out Of The Way Child care in America has become a significant financial burden. For many families, it now rivals rent, a mortgage, or student loan payments. Democrats have been framing child care as a key issue for them heading into the midterms. “Child care continues to get more expensive," said Jaelin O'Halloran, a DNC spokesperson. "While Trump and Republicans have offered no plans to follow through on their promises to lower costs, Democrats are focused on bringing down costs and making life more affordable for working families." "House Republicans are waging a war on the American family — slashing food assistance for kids, health care for families, and billions in education programs," said DCCC spokesperson Aidan Johnson. " The DCCC will ensure voters remember that when they head to the polls this November ." The problem with the Democratic argument is structural: their solutions boil down to subsidies to make things more “affordable.” The Trump administration thinks that's precisely the wrong prescription and has proposed a plan that largely relies on deregulation rather than subsidies. The Administration for Children and Families (ACF) at the Department of Health and Human Services is rolling out a sweeping package of new rules and guidance to expand child care choices and reduce costs by streamlining regulations . A notice of proposed rulemaking tied to the effort is set to be finalized within the week, and governors and state legislatures are receiving letters urging them to implement the reforms in ways that directly benefit local families. The administration frames the effort as a direct response to what one White House official calls a "major cost crunch" facing families with young children. The approach is deregulatory by design, targeting the thicket of compliance requirements, credentialing mandates, and licensing barriers that drive up operating costs for providers — costs that ultimately la...

格隆汇5月12日｜市场消息：受汉坦病毒影响的Hondius号船只已离开特内里费岛，驶往荷兰。

Roman Tiraspolsky/iStock Editorial via Getty Images Blackstone ( BX ) on Monday announced the launch of a lending platform to fund homebuilders for the construction of over 50K for-sale homes across the country annually. The platform is supported by Blackstone Real Estate Debt Strategies portfolio company, Brio Homebuilder Solutions, as well as partnerships with third parties. Last week, the Federal Housing Finance Agency director Bill Pulte said he had been working with homebuilders, and his agency will soon have an announcement "with a couple of builders". "Fannie ( FNMA ) and Freddie ( FMCC ) provide a lot of liquidity to these homebuilders," Pulte had said, adding that they were seeking engaged partners and people who could help people get in homes at an affordable price point. "America needs more homes, and we are proud to be part of the solution," said Tim Johnson, global head of Blackstone Real Estate Debt Strategies. Tricon Residential, a Blackstone Real Estate portfolio company, has developed or is developing ~64K single-family homes and home sites. Furthermore, Blackstone Real Estate's affordable housing portfolio company, April Housing, is on track to be the largest preserver of affordable housing in 2026. More on Blackstone Blackstone: Be Greedy When Others Are Fearful A Rare Chance To Buy Blackstone's $1.3 Trillion Empire At A Deep Discount Blackstone Inc. (BX) Q1 2026 Earnings Call Transcript Blackstone, Halliburton to invest $1B in VoltaGrid Blackstone to acquire majority stake in Greek marketplace Skroutz from CVC

Intel (INTC) Is Among The Tech Stocks That Have Just Hit New All-Time Highs Insider Monkey

US benchmark equity indexes were higher intraday as traders appeared to shake off worries about the

Shares of the Roundhill Memory ETF (CBOE:DRAM) are extending a parabolic run, trading near $55.80 in Monday midday action and up about 6% on the day. The fund has now roughly doubled since launching on April 2, putting its 2026 gain at approximately 107%. The move caps a blistering stretch for the new fund. Amazingly, ... Massive Demand for Memory Fund: DRAM ETF Is Now Up 100% in 2026

Massive Demand for Memory Fund: DRAM ETF Is Now Up 100% in 2026 24/7 Wall St.

(RTTNews) - The Canadian market is up marginally around mid-afternoon on Monday thanks to strong gains in energy and materials stocks, which are riding on firm commodity prices. Technology, consumer staples, industrials and consumer discretionary stocks are mostly down, limiting

Markets are underestimating the long-term need for memory chips in the AI buildout, and shares of chipmaker Micron Technology stand to gain more than 30% from their current level, according to several Wall Street banks. DA Davidson doubled down on a $1,000 price target for Micron on Monday, citing "increased conviction" its buy rating. The stock is higher by close to 8% Monday, to more than $800. MU YTD mountain Micron stock year to date. Analyst Gil Luria at DA Davidson sees a "virtuous cycle" for memory makers supplying infrastructure for large language models, the software underpinning much of AI. Specifically, he thinks that memory chip demand in what's called the "key value cache" – an intermediate segment of the LLM processing pipeline – will be greater than markets currently expect. "The bigger the models, the more memory they require. That creates more [key value] cache needs, which requires even more memory. The same models with longer context lengths will provide far better intelligence, which requires even more memory. The longer context makes the models better, which will make bigger models possible and the virtuous cycle continues," Luria wrote. Deutsche Bank also has a $1,000 price target on Micron, which it says is also set to benefit from changing cyclical dynamics in the sector. "Given the strong fundamental backdrop as well as our greater confidence in stable through-cycle [return on investment], we believe the shares should re-rate higher," Deutsche Bank analyst Melissa Weathers wrote in a report Sunday. Pressure point DA Davidson's Luria said that memory chips – notably, DRAM – are breaking away from CPUs as the most sensitive pressure point in the current AI buildout. "While the CPU market is getting more crowded with Nvidia and Arm entering the fray as they carve out [Taiwan Semiconductor Manufacturing Co.] capacity, DRAM output is limited to Samsung, SK Hynix and Micron with their own limited production," he said. Mizuho singled out Micron las...

Biggest Micron bulls on Wall Street say they're even more confident now. Here's why CNBC

Peace talks with Iran face growing pressure as President Trump heads to China for talks with President Xi, where Iran and trade are expected to be key topics. Leslie Vinjamuri, President & CEO of the Chicago Council on Global Affairs, discusses what to watch on Bloomberg Open Interest. (Source: Bloomberg)

Qualcomm (QCOM) Stock Hits Record High: 42% Rally Driven by Data Center Entry and Tariff Relief MEXC

Earnings Call Insights: Sonida Senior Living, Inc. (SNDA) Q1 2026 Management View “This quarter marks an important milestone for Sonida as we report results following a period of transformational expansion... we are entering what we described... as Phase 3: Compounding.” (President, CEO & Director Brandon Ribar) “We are heavily focused on a smooth integration of recently added communities into the Sonida platform, and unlocking a defined set of unmodeled synergies across our cost structure and operating model.” (President, CEO & Director Brandon Ribar) “Last week we completed the first operational transition following the CHP acquisition, bringing 6 communities from 2 third-party operators onto the Sonida platform... We expect to transition an additional 11 communities from 4 third-party operators this summer.” (President, CEO & Director Brandon Ribar) “Beginning with the first quarter of 2026, we are reporting results across 3 portfolio groupings: Same-Store, Non Same-Store and NNN Lease.” (Executive VP & CFO Kevin Detz) “Based on current visibility, this represents approximately 10% of the portfolio by community count... these communities represent significantly less than 10% of total NOI for the quarter ended March 31, 2026.” (Executive VP & CFO Kevin Detz) Outlook “We are encouraged by the momentum we are carrying into 2026 and confident in the durability of the operating trends taking shape across the portfolio.” (President, CEO & Director Brandon Ribar) “We will maintain disciplined risk-adjusted execution, preserving balance sheet flexibility so we can reach our near-term leverage target in the mid-6x range.” (President, CEO & Director Brandon Ribar) “I think 3Q, 4Q is a good way to think about” dispositions timing. (President, CEO & Director Ribar) “We will see it this year... towards the back of the year, we'll begin to realize some of those benefits... And we'll provide additional color as we go throughout the year on exactly what those numbers look like.”...

Meta Platforms Sued by California County Over Scam Ad Profits Allegations, Bloomberg Reports marketscreener.com

⚽️ Premier League updates from 8pm BST ⚽️ Kinsky exorcises demons after Atlético debacle | Mail Simon No messing about, here are today’s teams: Tottenham Hotspur: Kinsky, Porro, Danso, Van de Ven, Udogie, Joao Palhinha, Bentancur, Muani, Gallagher, Tel, Richarlison. Subs: Austin, Dragusin, Bissouma, Maddison, Gray, Bergvall, Spence, Sarr, Souza. Leeds: Darlow, Justin, Rodon, Bijol, Struijk, Stach, Ampadu, Tanaka, James, Calvert-Lewin, Aaronson. Subs: Lucas Perri, Longstaff, Piroe, Nmecha, Bornauw, Byram, Gnonto, Chadwick, Lienou. Referee: Jarred Gillett. When Antonin Kinsky had his Madrid episode, there was an assumption that he would not play again for Tottenham this season. And maybe not the next one, either. The 23-year-old goalkeeper would have to rebuild himself elsewhere, probably on loan. Perhaps, given the scale of the horror against Atlético in the Champions League last 16 first leg on 10 March – and there really is no need to rake over the details – a permanent transfer may have been an option. Kinsky’s comeback has been extraordinary; an inspiration to everybody at the club. With the first-choice selection, Guglielmo Vicario, undergoing hernia surgery towards the end of March, Roberto De Zerbi has counted on the Czech in each of his four matches in charge. The manager has not been let down. Continue reading...

Tesla has ended production of the Model S and Model X , the two vehicles that helped establish the automaker in the electric vehicle market.

Tesla Shuts Down Model S/X Line: Elon Musk’s ‘Honorable Discharge’ As Fremont Goes To Robots Yahoo Finance