Image source: The Motley Fool. Aug. 1, 2025 at 10 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

Hartree Partners reported a new position in Methanex (NASDAQ:MEOH) on May 12, 2026, acquiring 214,859 shares in an estimated $10.81 million trade based on quarterly average pricing. According to a filing with the U.S. Securities and Exchange Commission dated May 12, 2026, Hartree Partners initiated a new position in Methanex by purchasing 214,859 shares. The estimated transaction value was $10.81 million, calculated using the mean unadjusted closing price for the first quarter of 2026. The quarter-end value of the stake increased by $12.79 million, reflecting both the share acquisition and underlying stock price movements. Methanex supplies methanol globally and operates an extensive logistics and distribution network to serve industrial customers worldwide. The company’s integrated approach—from production to delivery—encompasses global reach, supply chain expertise, and long-standing customer relationships. Continue reading

On May 11, 2026, Brazil-based Investidor Profissional Gestao de Recursos disclosed a new position in MercadoLibre (NASDAQ:MELI) , buying 5,881 shares in a trade estimated at $11.34 million based on quarterly average pricing. According to a SEC filing dated May 11, 2026, Investidor Profissional Gestao de Recursos initiated a new position in MercadoLibre during the first quarter by acquiring 5,881 shares. The estimated transaction value was $11.34 million, calculated using the average unadjusted closing price for the quarter. At quarter-end, the position was valued at $10.17 million, a figure that reflects both the purchase and subsequent price movement. MercadoLibre is a leading e-commerce and fintech provider in Latin America. The company leverages its integrated marketplace, payment, and logistics platforms to enable seamless digital commerce and financial transactions. Its broad service ecosystem and strong regional presence provide a competitive advantage in serving both merchants and consumers across diverse markets. Continue reading

On May 12, 2026, Great Diamond Partners disclosed a new position in the Harbor Commodity All-Weather Strategy ETF (NYSE:HGER) , acquiring 282,220 shares in the first quarter, with an estimated transaction value of $7.90 million based on quarterly average pricing. According to a SEC filing dated May 12, 2026, Great Diamond Partners reported a new position in Harbor Commodity All-Weather Strategy ETF (NYSE:HGER) by purchasing 282,220 shares during the first quarter. The estimated value of these purchases was $7.90 million, calculated using the average closing price for the quarter. The stake’s quarter-end valuation, including market price movement, reached $8.75 million. The Harbor Commodity All-Weather Strategy ETF (HGER) is designed to provide investors with broad-based exposure to commodities, emphasizing assets that historically respond to inflationary environments. The fund's proprietary index methodology selects and weights futures contracts based on liquidity, inflation sensitivity, and economic relevance, with a flexible allocation to gold depending on market conditions. Continue reading

Earnings Call Insights: Vishay Intertechnology (VSH) Q1 2026 Management View "For the first quarter, we are reporting revenue of $839 million, above our guidance range of $800 million to $830 million, 4.8% higher than the fourth quarter and 17.3% higher than last year's first quarter," said (President, CEO & Director Joel Smejkal), adding that "increased consumption, inventory replenishment and Vishay market share gain drove a 5.8% increase in volume" and that "demand for AI-related applications remain strong" while "industrial demand is accelerating." "Total company book-to-bill at quarter end was 1.34" and "backlog increased 21% to $1.6 billion at quarter end or 5.7 months," (President, CEO & Director Smejkal) said, describing customers "beginning to proactively place orders" and Vishay being "intently focused on turning the backlog faster" with "no intention of backsliding to the business approach of Vishay 2.0." "First quarter revenue was $839 million, exceeding our guidance range" and "gross profit was $177 million, delivering a gross margin of 21.0%," said (Executive VP & CFO David McConnell), noting "higher volumes drove margin expansion" while "helping to offset ongoing metals and material cost pressures" and that "we exited the quarter with Newport at gross profit neutral." "We are holding to our CapEx plan to spend between $400 million and $440 million during 2026," (President, CEO & Director Smejkal) said, adding, "nearly all of the 12-inch fab investment will be spent during the first half of 2026" and that the company’s goal at the Germany 12-inch fab is "to start nonautomotive production in mid-2027." Outlook "For the second quarter of 2026, revenues are expected to be between $875 million and $905 million," said (Executive VP & CFO McConnell). "Gross margin is expected to be in the range of 22.0%, plus or minus 50 basis points," (Executive VP & CFO McConnell) said, adding it is "inclusive of increased logistics costs and expected continuing higher inp...

West Wealth Group reported a new position in the iShares International Country Rotation Active ETF (NASDAQ:CORO) on its May 11, 2026, SEC filing, acquiring 1,342,357 shares, an estimated $43.16 million trade based on quarterly average pricing. According to its SEC filing dated May 11, 2026, West Wealth Group established a new position in the iShares International Country Rotation Active ETF (NASDAQ:CORO) , acquiring 1,342,357 shares. The estimated trade size was $43.16 million, based on the average price for the first quarter of 2026. The quarter-end value of the position was also $43.16 million, reflecting both new buying and stock price movement. The iShares International Country Rotation Active ETF provides investors with access to a dynamic, actively managed portfolio that rotates exposure among international equity markets. The fund’s strategy aims to capitalize on shifting country-level opportunities by employing systematic investment processes. This approach is designed to offer differentiated global equity exposure and potential risk-adjusted returns for investors seeking active management beyond traditional passive international ETFs. Specializing in active country rotation, CORO offers global equity exposure through a rules-based, dynamically managed ETF structure. Continue reading

Ford Motor stock was having quite a day Wednesday but the reason is hard to suss out. Ford stock was the best-performing stock in the S&P 500, according to Dow Jones Market Data. Other car stocks were moving, but not like Ford.

On May 11, 2026, Caprock Group disclosed in a Securities and Exchange Commission filing that it sold 416,686 shares of Liquidia (NASDAQ:LQDA) in the first quarter, an estimated $15.46 million transaction based on quarterly average pricing. According to a filing with the Securities and Exchange Commission dated May 11, 2026, Caprock Group sold 416,686 shares of Liquidia during the first quarter. The estimated transaction value was $15.46 million, calculated using the period’s average closing price. After the trade, Caprock Group’s position stood at 1,367,235 shares, valued at $51.60 million at quarter-end. The net position change, including price movement, was a decrease of $9.93 million. Liquidia is a biopharmaceutical company focused on addressing unmet patient needs in pulmonary arterial hypertension through innovative drug formulations and delivery platforms. With a growing portfolio of both proprietary and generic products, the company leverages advanced technology to enhance treatment options for rare cardiopulmonary diseases. Continue reading

On May 11, 2026, Evermay Wealth Management disclosed a new position in Burke & Herbert Financial Services (NASDAQ:BHRB) , acquiring 185,765 shares in the first quarter, with an estimated transaction value of $12.01 million based on quarterly average pricing. According to an SEC filing dated May 11, , Evermay Wealth Management initiated a new position in Burke & Herbert Financial Services, buying 185,765 shares. The estimated value of the trade was $12.01 million, calculated using the quarter’s average closing prices. The quarter-end valuation of the position was $11.57 million, reflecting both the share purchase and stock price movements. Burke & Herbert Financial Services is a regional bank holding company headquartered in Alexandria, Virginia. The company differentiates itself through a diversified loan portfolio and a strong focus on commercial and real estate lending. Continue reading

JHVEPhoto/iStock Editorial via Getty Images Introduction Aritzia ( ATZAF ) has consistently traded at a premium valuation compared to most apparel peers, which previously made it difficult for me to justify a more bullish stance despite the company’s strong execution. However, the company’s latest Q4 Fiscal 2026 results and Fiscal 2027 outlook changed my perspective. The latest quarter showed Aritzia is undoubtedly earning that premium. Aritzia’s growth momentum remains exceptionally strong across retail and digital channels. Margins continue to improve despite external forces and liquidity remains strong. Management's guidance also suggests that the business still has significant momentum heading into Fiscal 2027. The company has achieved its previous long term growth plan ahead of schedule, which strengthens confidence in management's execution and runway of the business. The latest results increasingly justify the premium valuation. This supports a buy rating. Growth Momentum Remains Exceptional Aritzia delivered another standout quarter. The recent Q4 revenue increased 32.6% Y.o.Y to C$1.19 billion, while full year revenue grew 35.2% to C$3.70 billion. Demand remains strong with comparable sales increasing 27.7% during the quarter and 26.5% for the full year. Most of the company’s momentum is driven by the U.S. In the earnings call Management disclosed that the U.S. revenue during fiscal 2026 reached more than double Fiscal 2023 at approximately C$2.3 billion. The U.S. is the majority of the company’s business and is far from fully tapped. Aritzia is evolving from a Canadian retailer to a North American premium brand. The U.S. remains their largest long term opportunity. The digital growth remains impressive. Continuing the company’s omni-channel momentum with digital revenue reaching approximately $1.3 billion during Fiscal 2026. The digital penetration remained around 35% during the year. The company’s mobile app and digital ecosystem is deepening customer eng...

Shares of closed-end fund Destiny Tech100 have been whipsawed this week, reflecting the promise and peril of trying to access stocks before their IPOs.

Image source: The Motley Fool. Friday, November 1, 2024 at 10 a.m. ET Need a quote from a Motley Fool analyst? Email pr@fool.com Continue reading

choochart choochaikupt/iStock via Getty Images Winners of REIT Earnings Season In Part 1 of our Earnings Recap, we highlight the Winners of REIT Earnings Season and the key takeaways from roughly 200 reports across equity REITs, mortgage REITs, and homebuilders over the past six weeks. In Part 2 later this week, we’ll turn to the laggards - including outright disappointments and in-line performers that failed to keep pace with the broader REIT rally. Hoya Capital Over 200 U.S. REITs and homebuilders have reported first-quarter earnings results over the past six weeks, providing a critical update on the state of the commercial and residential real estate industry. Overall, REIT earnings results were considerably better than consensus expectations and delivered a notably cleaner reporting period than several recent quarters, with fewer high-profile disappointments and a broader mix of upside surprises across sectors and market-cap tiers. Of the 98 equity REITs that provided full-year FFO guidance, 58 REITs - or 59% - raised their outlooks, considerably above the typical first-quarter raise rate of roughly 40-45%, while 36 REITs - or 37% - maintained guidance, and just 4 REITs - or 4% - lowered guidance. Property-level trends were similarly solid, with same-store NOI guidance boosts coming from a balanced mix of expense controls and better-than-expected revenue trends, reflecting broad-based improvement across most major REIT property sectors. Since the start of earnings season, the Equity REIT Index is higher by 4.1%, outpacing the 3.9% gain from the S&P 500 . The strong REIT earnings season is consistent with a better-than-expected reporting period across the broader U.S. equity market, where 84% of S&P 500 constituents have topped consensus EPS estimates, according to FactSet, above the five-year average. Hoya Capital The results have helped reframe the REIT narrative after several years in which higher rates, NAV discounts, and balance-sheet concerns dominated inve...

Origin Lab will serve as a marketplace where AI labs can buy high-quality licensed data, and video-game companies can sell it.

Nuclear reactor startup Oklo updated investors across its three businesses. A July 4 criticality target looms for Oklo and other nuclear stocks.

据证监会官网显示，珠海趣印科技股份有限公司于2026年5月13日正式启动上市辅导，中信证券担任辅导机构。

Evercore positive on AMD and ARM citing market share report Investing.com

The S&P 500 is at fresh highs while a giant chunk of the real economy sits in a deep freeze. On a recent episode of The Compound and Friends, Michael Batnick and Josh Brown spent a segment unpacking why housing-adjacent stocks have collapsed even as home prices across major metros stay stable. The distinction matters: ... Housing Stocks Are in Depression Mode. Whirlpool Down 81%, Lennar Crashed 54% While the S&P 500 Soars.

bombermoon/iStock via Getty Images Enphase Energy ( ENPH ) up 8.7% in Wednesday's trading after saying it has opened U.S. pre-orders for its IQ9S-3P Commercial Microinverter, which the company said is its most powerful microinverter to date, supporting high-wattage solar panels up to 770 watts and connecting directly to three-phase 480Y/277 volt grid configurations without requiring external transformers. Together with the recently launched IQ9N-3P Commercial Microinverter, Enphase ( ENPH ) said its IQ9S-3P Commercial Microinverters provide a broader commercial portfolio for the U.S. 480-volt three-phase market; features include rapid shutdown, phase balancing, voltage and frequency ride-through, and loss-of-phase detection. "Commercial solar needs the same simplicity, safety, and scalability that has made Enphase successful in residential solar. IQ9S-3P brings that proven architecture to higher-power 480 V projects, helping customers build faster, safer, and with greater confidence," senior VP Aaron Gordon said. Enphase ( ENPH ) shares also may be reacting to Nextpower's stronger-than-expected Q1 results and guidance boost reported earlier. More on Enphase Energy Enphase Energy: Testing 2019 Lows, Could Be Value Trap Or Generational Buy Enphase: Energy Independence vs. Regulatory Headwinds Enphase: Do Not Bottom-Fish Here - More Recovery Headwinds Ahead

Here are the stocks making headlines in midday trading. Chip stocks – Shares of semiconductor companies resumed their rally as investors bought back into names like Micron Technology . The VanEck Semiconductor ETF (SMH) was up more than 1%, while Micron jumped about 3%. On Semiconductor surged 10%, Marvell Technology jumped 7% and Nvidia was last up 2%. Akamai Technologies – The cybersecurity and cloud computing company saw shares jump almost 7%. Bank of America upgraded the stock to buy and lifted its price target to $175 from $130. "The story has shifted from a legacy delivery network to a credible AI infrastructure platform," the firm said in a note. Nebius – The artificial intelligence cloud company surged 16%. In the first quarter, Nebius posted revenues of $399 million, reflecting a 684% surge from the year-ago period and aided by rising demand for cloud and GPU capacity. Nebius also announced that it has secured up to 1.2 gigawatts of power and land for a new AI factory in Pennsylvania. Alibaba — U.S.-listed shares of the Chinese e-commerce giant rose 6% after the company said that its cloud computing unit saw a 38% jump in first-quarter revenue from a year earlier. Alibaba also reported heavy investments in artificial intelligence. EchoStar — Shares rose 4% after the Federal Communications Commission approved the company's $40 billion sale of wireless spectrum to AT & T and SpaceX. The company is selling 50 megahertz of its spectrum to AT & T and 65 megahertz to SpaceX. Nextpower — The energy stock surged 12% after Nextpower raised its full-year revenue guidance to a range of $3.8 billion to $4.1 billion, while previously it had estimated a range of between $3.6 billion to $3.8 billion. The company also posted a fiscal fourth-quarter adjusted earnings and revenue beat versus analysts' expectations, per FactSet. Birkenstock — The shoe designer and manufacturer fell more than 10% after it missed estimates on both earnings and revenue in its fiscal second-quart...

Spaniard victorious despite crash and late wrong turn Eulálio takes overall lead after stage marred by heavy rain Portugal’s Afonso Eulálio seized the overall lead in the Giro d’Italia despite having victory snatched away by Spaniard Igor Arrieta in the final meters of a rain-drenched stage five on Wednesday. The Bahrain Victorious rider joined solo leader Igor Arrieta (UAE Team Emirates-XRG) at the front near the summit of the Montagna Grande di Viggiano climb and, when Arrieta took a wrong turn, he looked certain to take the win. Continue reading...

These companies have excellent financials, strong margins, and they're likely to do well even under challenging economic conditions.

【有線新聞】美國副總統萬斯認為和伊朗的談判正取得進展，但未能確保伊朗永遠不會擁有核武。 萬斯：「我上午花了不少時間，和庫什納、威特科夫通電話，亦與多位阿拉伯世界的朋友通電話，我認為談判正取得進展。根本問題是，我們取得的進展是否足以滿足總統的底線，這條底線非常簡單，需要令總統確信我們已經有保障，伊朗永遠不會擁有核武，這才是問題的關鍵。」

AMD Jumps 76% in a Month: Is There More Room for the Stock to Rise? Zacks Investment Research

欧洲央行管理委员会成员Martin Kocher对Econostream Media表示，欧洲央行必须在6月制定货币政策时决定是加息还是维持利率不变。 他在周三发布的一次采访中称：“我们将讨论是需要按兵不动还是上调利率。”他表示：“如果通胀上升，通胀预期将会非常重要。我们将在6月获得新的数据，这将有助于我们了解这对中期通胀预期意味着什么。” Kocher还说：关于通胀，“未来五年的预期很幸运地保持稳定，但未来两到三年的预期有所上升。我们将密切关注这一点。” “我们根据每次会议的情况做决定，在6月会议前无法预知会发生什么。” “如果我们看到和平协议达成，如果中东地区的敌对行动结束，如果经济前景更加明朗，那么我们希望避免不必要的加息。” “当然，你不想推迟必要的加息。这是任何讨论的出发点，然后需要根据不断更新的数据来判断加息是否必要。” “我们目前的情况仍然最接近基线情境，但比基线情境略差一点。现在离负面情境还远，但时间拖得越久，就离那种情况越近。” “现在谈论第二次加息还为时尚早。目前我们正在讨论维持利率不变还是加息，在采取行动后，我们会观察后续情况。诚然，从经济角度来看，一次25个基点的加息影响并不大。但另一方面，如果加息，这将是一个明确的信号，之后我们会通过数据来观察和分析其影响。” “如果情况没有好转，我的倾向是：加息一次并观察一段时间。” 责任编辑：丁文武

路透援引五角大楼声明报道，美国国防部已与 Anduril、CoAspire、Leidos和Zone 5达成协议，计划自2027年起三年内潜在采购逾1万枚低成本、集装箱化导弹。 项目评估阶段将于2026年6月启动，届时将从上述四家公司采购测试导弹。 交易未披露具体金额。 该协议还为未来签订固定总价生产合同确立了条款。 美国国防部负责研究与工程的副部长Emil Michael对路透社表示，这些协议要求相关企业按时、按预算交付产品。 责任编辑：丁文武

谷歌日内涨幅扩大至3%，报399.01美元/股。SpaceX正与谷歌就火箭发射协议进行谈判。谷歌据悉希望借助SpaceX的发射能力，将其正在研发的轨道数据中心送入太空。

Money Printing 100 US Dollar Banknotes Nerthuz/iStock via Getty Images Covered call ETFs are all the rage these days. Boasting high apparent yields, these funds have attracted the attention of income-hungry investors, who provided $36 billion worth of flows to their managers in the first half of 2025 . The appeal of such funds is mainly their income potential. Covered call funds have trailing yields as high as 48% , and many have been paying the same dividends, or even rising dividends, consistently over time. Among all of the popular covered call funds out there (and there are a few of them) , there is none more popular than the JPMorgan Equity Premium ETF ( JEPI ). With $45 billion in assets under management [AUM], it is the biggest covered call fund of the bunch. It’s not hard to see why. All three of the world’s biggest ETFs are S&P 500 ETFs , and JEPI is the best-known covered call ETF tracking the S&P 500. So, JEPI capitalizes on the popularity of both S&P 500 funds and covered call funds, making it the most popular covered call fund on the block. This fact has no doubt worked out well for JEPI’s fund managers. The fund has a 0.35% management fee, which, at $45 billion in AUM, generates about $157 million in fees per year. No, JEPI's fee is not outrageously or criminally high, but this fund is certainly no S&P 500 ETF charging 0.01% per year. It charges its unit holders a non-trivial sum for the privilege of being invested in it. And how is it working out for them? By some metrics, reasonably well. Since its inception in May 2020, the fund has returned 86%. That’s a 13% CAGR return, about equal to that of the S&P 500’s long-term average. That appears to be a good result. JEPI total return (Seeking Alpha Quant) However, when we compare JEPI’s May 2020 to May 2026 performance to that of the S&P 500 in the same timeframe, we spot a problem: the latter’s total return is almost double that of the former! JEPI vs. SPY: long-term chart (Seeking Alpha Quant) So, JEPI’...