watch now VIDEO 3:33 03:33 Exxon Mobil's dividend is at its lowest level since 2014. Here's how options could fix that Options Action With its recent rally, shares of oil giant Exxon Mobil now yield 2.7%, the lowest since 2014, and just a touch higher than what dating site Match Group pays its shareholders. Exxon's dividend has been one of the company's key selling points with investors, particula...
watch now VIDEO 3:33 03:33 Exxon Mobil's dividend is at its lowest level since 2014. Here's how options could fix that Options Action With its recent rally, shares of oil giant Exxon Mobil now yield 2.7%, the lowest since 2014, and just a touch higher than what dating site Match Group pays its shareholders. Exxon's dividend has been one of the company's key selling points with investors, particularly of the retail variety. So what do you do now if you own shares for income purposes? Turn to options. Exxon currently presents a compelling case for a "buy-write with a twist" — otherwise known as a covered call spread. This strategy allows investors to collect premium income while retaining a window for capital appreciation, a necessary feature when a stock exhibits the fundamental and technical strength currently seen in XOM. The macro & fundamental catalyst Exxon is operating in a sweet spot of capital discipline and favorable market dynamics. With energy demand projected to remain robust, the company's focus on high-margin production has translated into exceptional free cash flow. From a valuation perspective, XOM remains attractive, with a low EV/EBITDA multiple. Furthermore, recent upward revisions to earnings estimates indicate that analysts are recognizing the company's operational efficiency. Over the past five years, Russell 1000 constituents that combined rising earnings estimates with high free cash flow yields delivered significantly better monthly returns, particularly when the technical setup was also good... and it is. Stock Chart Icon Stock chart icon Exxon, 1 year XOM is trading comfortably above its rising long-term moving average. This price action suggests that dips are being bought and that institutional support remains firm. The strategy: The enhanced buy-write Instead of a standard covered call, which caps all upside at the strike price, this strategy utilizes a credit call spread (aka a "short" call spread) overlay on a long stock position: Long:...
Diy13/iStock via Getty Images Everspin Technologies, Inc. ( MRAM ), is being re-rated from an obscure MRAM supplier into a strategic AI infrastructure and defense platform. The recent $40 million defense contract reveals a key change: MRAM know-how may just be critical for supply chain continuity. There are a lot of sectors, from defense to industrial automation, that need memory that survives fai...
Diy13/iStock via Getty Images Everspin Technologies, Inc. ( MRAM ), is being re-rated from an obscure MRAM supplier into a strategic AI infrastructure and defense platform. The recent $40 million defense contract reveals a key change: MRAM know-how may just be critical for supply chain continuity. There are a lot of sectors, from defense to industrial automation, that need memory that survives failure. Most memory production (DRAM, NAND, etc.) is a commodity cycle, where utilization, inventory, pricing, and CapEx are heavily scrutinized. However, MRAM is not trying to win on the cost-per-bit front. This memory is built for applications where data loss is unacceptable. Commodity memory stores data on the basis of the lowest per-bit cost; strategic memory is chosen based on the ability to preserve mission continuity. Memory For Systems That Cannot Forget Everspin’s core technology is a magnetoresistive random access memory , a technology that combines the speed of random access memory and the persistence of non-volatile memory. This is especially useful in power interruption scenarios. This makes the company very interesting; they are competing for clients that really need what they have to sell. We can split the company’s business into three main layers. In the first, we have Toggle MRAM, the mature part of the portfolio. The agreement I mentioned earlier relates to this. The company signed a subcontract to provide process technology and engineering services to support the development and qualification of Toggle MRAM for mil-aero applications. The government seems to be looking at Toggle MRAM as a capability worth nurturing. In the second, we have STT-MRAM . If Toggle MRAM validates scarcity, then STT expands the surface area. This technology is a higher-density solution, and it can help the company move beyond the legacy memory business into high-reliability embedded applications. The PERSYST STT-MRAM devices include 64Mb parts and 128Mb/256Mb parts expected to be a...
Diabetes equipment provider MiniMed is aiming to be the “self-driving car” of insulin pumps, says its CEO, Que Dallara. Hot off the heels of the company’s IPO, Dallara speaks with Caroline Hyde on the sidelines of the Consello Spark Summit. (Source: Bloomberg)
Diabetes equipment provider MiniMed is aiming to be the “self-driving car” of insulin pumps, says its CEO, Que Dallara. Hot off the heels of the company’s IPO, Dallara speaks with Caroline Hyde on the sidelines of the Consello Spark Summit. (Source: Bloomberg)
Bryan Bedder/Getty Images Entertainment Pershing Square Holdings ( PSHZF ), Bill Ackman's closed-end fund listed on the London Stock Exchange, announced a new $100M stock buyback program on Friday. The program is expected to add to the fund's net asset value per share and will reduce Pershing Square Holdings's capital, the company said. Since the firm's first buyback program in May 2017, it has re...
Bryan Bedder/Getty Images Entertainment Pershing Square Holdings ( PSHZF ), Bill Ackman's closed-end fund listed on the London Stock Exchange, announced a new $100M stock buyback program on Friday. The program is expected to add to the fund's net asset value per share and will reduce Pershing Square Holdings's capital, the company said. Since the firm's first buyback program in May 2017, it has repurchased 74.9M PSH public shares for a total of $1.9B at an average price of $24.99. Pershing Square Holdings ( PSHZF ) stock fell 1.7% in U.S. trading at 11:45 AM ET. More on Pershing Square Holdings Tracking Bill Ackman's Pershing Square 13F Portfolio - Q4 2025 Update Pershing Square Holdings H2 2025 Letter To Shareholders Bill Ackman in talks to launch fund to bet on investor complacency, FT reports Bill Ackman’s Pershing Square proposes €56B takeover of Universal Music Group
Synopsys (NASDAQ:SNPS) has staged one of the more dramatic comebacks in semiconductor software, climbing 21.78% in the past month after a brutal stretch through late 2025. With the Ansys integration now showing up in the numbers and AI-driven chip design demand intact, our model points to further upside. Our 24/7 Wall St. price target for ... Synopsys Price Prediction: The AI Play With Big Upside ...
Synopsys (NASDAQ:SNPS) has staged one of the more dramatic comebacks in semiconductor software, climbing 21.78% in the past month after a brutal stretch through late 2025. With the Ansys integration now showing up in the numbers and AI-driven chip design demand intact, our model points to further upside. Our 24/7 Wall St. price target for ... Synopsys Price Prediction: The AI Play With Big Upside This Year
Sandisk (NASDAQ: SNDK) has been the surprise winner in artificial intelligence (AI) development this year. The company, which has been around for decades as a memory and storage company, was spun off from Western Digital in February 2025 at a humble initial public offering (IPO) price of $38.50. That share price has since skyrocketed 3,640% to $1,440. That's a lot of share price appreciation in a ...
Sandisk (NASDAQ: SNDK) has been the surprise winner in artificial intelligence (AI) development this year. The company, which has been around for decades as a memory and storage company, was spun off from Western Digital in February 2025 at a humble initial public offering (IPO) price of $38.50. That share price has since skyrocketed 3,640% to $1,440. That's a lot of share price appreciation in a relatively short time. Is it at the end of its historic run? Or is there still time to buy this growth stock ? What has turned Sandisk stock into a star is its NAND memory products, which are important for many types of technology, including data centers and smartphones. NAND is a type of memory that's non-volatile, which means it stores data even in an "off" state, and it's high-density, which is more cost-effective. This kind of memory is crucial for training AI models, allowing them to store massive amounts of data and use it for training purposes. Continue reading
Surgical robotics is quietly becoming an artificial intelligence story. Every robotic procedure generates structured video, kinematic, and outcomes data that platforms feed back into surgeon training, intraoperative guidance, and predictive analytics. That flywheel is the moat. The three companies owning the installed bases to build it are Intuitive Surgical (NASDAQ: ISRG), Medtronic (NYSE: MDT), ...
Surgical robotics is quietly becoming an artificial intelligence story. Every robotic procedure generates structured video, kinematic, and outcomes data that platforms feed back into surgeon training, intraoperative guidance, and predictive analytics. That flywheel is the moat. The three companies owning the installed bases to build it are Intuitive Surgical (NASDAQ: ISRG), Medtronic (NYSE: MDT), and ... Surgical Robotics Meets AI: Intuitive Surgical, Medtronic, and Stryker Are the Sleeper Plays
WINSTON-SALEM, N.C., May 15, 2026 (GLOBE NEWSWIRE) -- ProKidney Corp. (Nasdaq: PROK) (“ProKidney” or the “Company"), a leading late clinical-stage cell therapy company focused on chronic kidney disease (CKD), today reported financial results for the first quarter ended March 31, 2026, and provided business highlights.
WINSTON-SALEM, N.C., May 15, 2026 (GLOBE NEWSWIRE) -- ProKidney Corp. (Nasdaq: PROK) (“ProKidney” or the “Company"), a leading late clinical-stage cell therapy company focused on chronic kidney disease (CKD), today reported financial results for the first quarter ended March 31, 2026, and provided business highlights.
Deadlocked At Square Zero: Very First Line Of Iran's Latest Proposal 'Unacceptable,' Trump Says Tehran and Washington are truly not just back to square one, but it's as if no rounds of dialogue - direct or indirect - have even taken place. It's more like being back at square zero - and the US President has just acknowledged it. President Trump told reporters aboard Air Force One Friday while depar...
Deadlocked At Square Zero: Very First Line Of Iran's Latest Proposal 'Unacceptable,' Trump Says Tehran and Washington are truly not just back to square one, but it's as if no rounds of dialogue - direct or indirect - have even taken place. It's more like being back at square zero - and the US President has just acknowledged it. President Trump told reporters aboard Air Force One Friday while departing Beijing that even the very first first sentence of Iran's latest proposal was "unacceptable" and blamed the Iranians for backtracking on the nuclear issue. The first sentence was an “unacceptable sentence, because they have fully agreed no nuclear, and if they have any nuclear of any form, I don’t read the rest,” he said, stressing that he remains unsatisfied with the "level of guarantee from them." Trump's remarks center on his allegation that Iran agreed to give up its "nuclear dust" but then quickly “then they took it back" - but then stated his view that Tehran will eventually agree to it anyway. "I looked at it, and I don't like the first sentence. I just throw it away ," Trump said . via Associated Press He once again in the comments called for Iran to completely abandon any nuclear capability, insisting there can be "no nuclear of any form." He described: "You've got to get all the fuel out and no more production. You have to get everything." Trump has said China's President Xi Jinping is in full agreement that Iran should not have a nuclear weapon : According to Trump, Iranian representatives acknowledged only the United States and possibly China possess the specialized equipment necessary to remove radioactive debris from the damaged sites. "They said the only one that can remove it is China or the U.S.," Trump said. "They said you were right. It is a complete obliteration." The president has said the nuclear material is now "entombed" under ground after nuclear sites were "obliterated" - from bombing operations last June and this latest round of US-Israeli at...
Shares of Nvidia (NASDAQ: NVDA) hit a fresh 52-week high of more than $236 on Thursday, capping a six-day winning streak and pushing the AI chipmaker's market capitalization to about $5.7 trillion. That valuation is now larger than the entire estimated market value of silver, sitting around $5 trillion -- making Nvidia the world's second-largest asset, behind only gold's roughly $33 trillion. For ...
Shares of Nvidia (NASDAQ: NVDA) hit a fresh 52-week high of more than $236 on Thursday, capping a six-day winning streak and pushing the AI chipmaker's market capitalization to about $5.7 trillion. That valuation is now larger than the entire estimated market value of silver, sitting around $5 trillion -- making Nvidia the world's second-largest asset, behind only gold's roughly $33 trillion. For some context, the stock has gained about 74% over the past year, and the company has added more than $5 trillion in market value over the last five years. Numbers like that can feel a little surreal. But they also raise a natural question: Where does Nvidia go from here? Image source: Getty Images. Continue reading
Luis Alvarez/DigitalVision via Getty Images Introduction Given that I’ve written about Freightos ( CRGO ) several times on Seeking Alpha with a good amount of reader views, I thought it appropriate to write this piece, letting investors know that I bought shares of the stock this month and to explain why. Particularly given a bit of a shift in the company and the ascendency of AI as a material thr...
Luis Alvarez/DigitalVision via Getty Images Introduction Given that I’ve written about Freightos ( CRGO ) several times on Seeking Alpha with a good amount of reader views, I thought it appropriate to write this piece, letting investors know that I bought shares of the stock this month and to explain why. Particularly given a bit of a shift in the company and the ascendency of AI as a material threat to SaaS-related businesses. I initiated coverage back in July 2025 and suggested that it could become the next Booking.com of freight. I then published a more cautious note in January because of my concerns regarding aggressive 2026 consensus estimates . That concern proved warranted, as when the company provided guidance, the stock declined by close to 50%. The stock traded down to about $1.20 but has since rebounded to around $2.00. It’s a micro-cap stock, and given the price action, the stock price is clearly highly volatile. Investors can be both right and wrong on the stock within a matter of months. My brokerage firm didn't allow me to place an online order. I had to call them to execute the trade because of volatility. In my last piece I suggested that I might buy back shares following the placement of a permanent CEO and reset 2026 expectations. Both events materialized. 2026 estimates are now conservative relative to sell-side consensus expectations. But the story has changed. Changed relative to the story when the company became publicly traded. Changed given concern regarding how AI affects companies. The stock thesis was originally that this was a platform play, the next Booking.com. That was the title of my initiation note. The pitch centered on a double marketplace flywheel in which carriers, freight forwarders, and importers/exporters created more liquidity. In that model, value came from scaling the marketplace. Flywheel (Company presentation) The above slide still exists in the latest investor presentation . But… In Q4 management changed the story a lit...