Michael Vi/iStock Editorial via Getty Images Background Sempra ( SRE ) is a North American utility holding company that has its regulated utility operations in California and Texas. Its Texas exposure is Oncor, the largest electric transmission and distribution utility in Texas. SRE owns an 80.25% interest. This stake matters because Oncor gives Sempra direct exposure to Texas load growth, grid ex...
Michael Vi/iStock Editorial via Getty Images Background Sempra ( SRE ) is a North American utility holding company that has its regulated utility operations in California and Texas. Its Texas exposure is Oncor, the largest electric transmission and distribution utility in Texas. SRE owns an 80.25% interest. This stake matters because Oncor gives Sempra direct exposure to Texas load growth, grid expansion and data center demand. Investment Thesis First and foremost, my thesis on Sempra starts with a simple observation. The AI trade is moving from silicon to sockets. By this, I mean, for the last two years, investors have treated GPUs, cloud platforms and nuclear power as the obvious winners from the AI buildout. But the next constraint is more boring and more powerful. I am talking about transmission, distribution and time-to-power. According to a report by McKinsey , US data center demand is expected to increase from 25 GW in 2024 to more than 80 GW by 2030, while data center electricity demand is expected to increase by about 400 TWh. This is why SRE looks interesting to me. The company's Texas exposure through Oncor gives it a direct line into one of the fastest-growing large-load markets in the US. That is why I am rating Sempra a Strong Buy with a price target of $163. The reason I am comfortable with a Strong Buy rating is that SRE's growth is not based on vague AI excitement. It is tied to a real capital plan. I say this because management is guiding to a record $65Bn 2026 to 2030 capital plan, with the company targeting an 11% rate base CAGR and a 95% regulated earnings mix. To me, this matters because rate base is the engine of utility earnings. It implies that if Sempra can deploy capital into approved infrastructure, earn regulated returns on that capital and reduce parent-level balance sheet pressure through capital recycling, then EPS can compound. In Q1 2026 , SRE is guiding for adjusted 2026 EPS of $4.80 to $5.30, $5.10 to $5.70 in 2027 and long-term E...
Trade negotiators led by US Treasury Secretary Scott Bessent and China’s Vice Premier He Lifeng held talks in Seoul to prepare for this week’s summit between the leaders of the world’s two biggest economies. The outcome of their meeting on Wednesday will set the stage for Donald Trump’s summit with his Chinese counterpart, Xi Jinping, on May 13-15 — the first visit by a US president to Beijing in ...
Trade negotiators led by US Treasury Secretary Scott Bessent and China’s Vice Premier He Lifeng held talks in Seoul to prepare for this week’s summit between the leaders of the world’s two biggest economies. The outcome of their meeting on Wednesday will set the stage for Donald Trump’s summit with his Chinese counterpart, Xi Jinping, on May 13-15 — the first visit by a US president to Beijing in nearly a decade. It was delayed from March due to the Iran war. SoftBank Group reported a surge in quarterly profit due to valuation gains on its OpenAI investment, boosting confidence at the Japanese company to bet even more on the ChatGPT maker. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie. (Source: Bloomberg)
The United States market has experienced a 1.5% increase over the last week and a substantial 26% rise over the past year, with earnings projected to grow by 17% annually. In this thriving environment, identifying high growth tech stocks involves looking for companies that demonstrate robust innovation and adaptability to capitalize on these favorable conditions.
The United States market has experienced a 1.5% increase over the last week and a substantial 26% rise over the past year, with earnings projected to grow by 17% annually. In this thriving environment, identifying high growth tech stocks involves looking for companies that demonstrate robust innovation and adaptability to capitalize on these favorable conditions.
The AI chip sector has witnessed notable advancements with Vapi's recent $50 million Series B funding round aimed at revolutionizing enterprise voice AI systems. Vapi, recognized for its platform that enhances voice interactions for businesses, is addressing the limitations of traditional phone systems by introducing adaptable voice agents capable of human-like conversations. With enterprise clien...
The AI chip sector has witnessed notable advancements with Vapi's recent $50 million Series B funding round aimed at revolutionizing enterprise voice AI systems. Vapi, recognized for its platform that enhances voice interactions for businesses, is addressing the limitations of traditional phone systems by introducing adaptable voice agents capable of human-like conversations. With enterprise clients like Amazon and Intuit, Vapi's technology aims to elevate customer service experiences at...
Invesco KBW Premium Yield Equity REIT ETF (NASDAQ:KBWY) delivers an outsized monthly dividend from small- and mid-cap U.S. equity REITs. KBWY currently pays around $0.125 per share each month, which translates to a trailing yield of roughly 9% on a share price of $17. The harder question is whether KBWY’s distribution is genuinely funded by ... Small REIT ETF paying monthly dividends faces refinan...
Invesco KBW Premium Yield Equity REIT ETF (NASDAQ:KBWY) delivers an outsized monthly dividend from small- and mid-cap U.S. equity REITs. KBWY currently pays around $0.125 per share each month, which translates to a trailing yield of roughly 9% on a share price of $17. The harder question is whether KBWY’s distribution is genuinely funded by ... Small REIT ETF paying monthly dividends faces refinancing squeeze as rates hold steady
BrainsWay press release ( BWAY ): Q1 GAAP EPS of $0.06 beats by $0.01 . Revenue of $15.53M (+34.6% Y/Y) beats by $0.91M . Reiterates Full-Year 2026 Financial Guidance The Company expects full-year 2026 revenue of $66 million to $68 million, which represents growth of 27% to 30% compared with revenue for 2025. The Company anticipates continued profitability and positive cash flow, targeting operati...
BrainsWay press release ( BWAY ): Q1 GAAP EPS of $0.06 beats by $0.01 . Revenue of $15.53M (+34.6% Y/Y) beats by $0.91M . Reiterates Full-Year 2026 Financial Guidance The Company expects full-year 2026 revenue of $66 million to $68 million, which represents growth of 27% to 30% compared with revenue for 2025. The Company anticipates continued profitability and positive cash flow, targeting operating income of 13%-14% of revenue and Adjusted EBITDA of $12 million to $14 million, representing anticipated growth of 86% to 100% over 2025. More on BrainsWay BrainsWay: Competitive Threats Are Mounting BrainsWay: Strong Execution, But Valuation Limits Upside BrainsWay Ltd. (BWAY) Q4 2025 Earnings Call Transcript BrainsWay Q1 2026 Earnings Preview BrainsWay at an all-time high on Q4 beat, upside guidance
Over the last 7 days, the United States market has risen by 1.5%, contributing to a remarkable 26% climb over the past year, with earnings forecasted to grow by 17% annually. In this flourishing environment, growth companies with high insider ownership can be particularly appealing as they often indicate strong confidence from those closest to the business and potential for substantial earnings ex...
Over the last 7 days, the United States market has risen by 1.5%, contributing to a remarkable 26% climb over the past year, with earnings forecasted to grow by 17% annually. In this flourishing environment, growth companies with high insider ownership can be particularly appealing as they often indicate strong confidence from those closest to the business and potential for substantial earnings expansion.
MonthiraYodtiwong/iStock via Getty Images Co-authored with Beyond Saving I spent a good portion of my life living in the Midwest, where winters were cold. Not that "Oh, it's cold, I'm going to wear a jacket", I mean cold. The type of cold that takes your breath away, and it literally hurts. Once I had a ham sandwich in my jacket pocket, and when I took it out to eat it after just a few hours, it w...
MonthiraYodtiwong/iStock via Getty Images Co-authored with Beyond Saving I spent a good portion of my life living in the Midwest, where winters were cold. Not that "Oh, it's cold, I'm going to wear a jacket", I mean cold. The type of cold that takes your breath away, and it literally hurts. Once I had a ham sandwich in my jacket pocket, and when I took it out to eat it after just a few hours, it was frozen solid. If I live the rest of my life without feeling -20 degrees Fahrenheit ever again, I'm good with that. Having moved to a warmer climate, I've found that my perspective has changed. Where a 60-degree day was once considered "nice" and led to wearing shorts and a t-shirt, it is now cause to pull out the jacket and complain about how cold it is today. While there are objectively "hot" or "cold" temperatures that can put your body physically at risk from adverse events, there are also those middling temperatures where "hot" or "cold" is a reflection of what you are used to. If it was 100 yesterday, you'll describe 60 as cold. If it were 30, you would describe 60 as warm. Same temperature, different perspective. Today, we're going to look at a BDC that has higher earnings than it had 5 years ago, but the market's response to those earnings is completely different, and the reason is simply what the market got used to. OBDC Blue Owl Capital Corporation ( OBDC ), yielding 11.2%, cut its dividend, and it isn't a surprise because management told us that they were going to cut it six months ago. We discussed it in November 2025: When we bought OBDC, it was 2021 and it was paying a distribution of $0.31/quarter. We've enjoyed the supplements, and we've enjoyed the growing regular dividend all along. Unlike the market, we can handle the truth. We knew when they started paying the supplements that they wouldn't last forever. So, while the market throws a fit over being told the truth, we look back at when we added OBDC for $12.31 as an investment that was paying a distribu...
Colliers International Group ( CIGI ) has received acceptance from the Toronto Stock Exchange to make a normal course issuer bid with respect to its outstanding subordinate voting shares. Colliers said it may repurchase up to 4.3M subordinate voting shares between May 15, 2026 and May 14, 2027, under the program. The buyback represents about 10% of its public float as of May 12, 2026. Purchases ma...
Colliers International Group ( CIGI ) has received acceptance from the Toronto Stock Exchange to make a normal course issuer bid with respect to its outstanding subordinate voting shares. Colliers said it may repurchase up to 4.3M subordinate voting shares between May 15, 2026 and May 14, 2027, under the program. The buyback represents about 10% of its public float as of May 12, 2026. Purchases made through Nasdaq will be limited to no more than 5% of outstanding subordinate voting shares as at the commencement of the program. The price that Colliers will pay for any such shares will be the market price at the time of acquisition. More on Colliers International Group Inc. Colliers International Group Inc. 2026 Q1 - Results - Earnings Call Presentation Colliers International Group Inc. (CIGI:CA) Q1 2026 Earnings Call Transcript Colliers International Group Inc. (CIGI:CA) Q4 2025 Earnings Call Transcript Colliers International reports mixed Q1 results; reaffirms FY26 outlook Colliers International Group issues C$550M senior notes at 4.37% due 2033
(RTTNews) - Hydro One Ltd. (H.TO), on Wednesday, reported higher net income in the first quarter of 2026 compared with the previous year. The company also declared a cash dividend.
(RTTNews) - Hydro One Ltd. (H.TO), on Wednesday, reported higher net income in the first quarter of 2026 compared with the previous year. The company also declared a cash dividend.
Abeona Therapeutics press release ( ABEO ): Q1 GAAP EPS of -$0.30 beats by $0.05 . Revenue of $8.72M beats by $3.78M . Cash, cash equivalents and short-term investments totaled $168.3 million as of March 31, 2026, compared to $191.4 million as of December 31, 2025. More on Abeona Therapeutics Abeona Therapeutics: Maintaining 'Buy' On ZEVASKYN Launch Potential For RDEB Abeona Therapeutics: Early Ze...
Abeona Therapeutics press release ( ABEO ): Q1 GAAP EPS of -$0.30 beats by $0.05 . Revenue of $8.72M beats by $3.78M . Cash, cash equivalents and short-term investments totaled $168.3 million as of March 31, 2026, compared to $191.4 million as of December 31, 2025. More on Abeona Therapeutics Abeona Therapeutics: Maintaining 'Buy' On ZEVASKYN Launch Potential For RDEB Abeona Therapeutics: Early Zevaskyn Revenue Marks A Key Inflection Point Abeona Therapeutics Inc. (ABEO) Q4 2025 Earnings Call Transcript Abeona Therapeutics Q1 2026 Earnings Preview Abeona targets activation of 7 QTCs for ZEVASKYN by end of 2026 as patient demand doubles