Lucia Gajdosikova/iStock via Getty Images Introduction The market is looking at Vornado Realty Trust ( VNO ) as if its New York office portfolio has a structural problem. It also assumes VNO's currently depressed earnings are its normal state. That view gets some support from recent results . There's a significant decline in adjusted FFO - from $0.63 to $0.52 YoY. This indicates ongoing leasing fr...
Lucia Gajdosikova/iStock via Getty Images Introduction The market is looking at Vornado Realty Trust ( VNO ) as if its New York office portfolio has a structural problem. It also assumes VNO's currently depressed earnings are its normal state. That view gets some support from recent results . There's a significant decline in adjusted FFO - from $0.63 to $0.52 YoY. This indicates ongoing leasing friction and higher interest costs. However, Vornado is not just another generic office landlord. Vornado owns high-quality Manhattan assets, and large redevelopment projects in the PENN District, Fifth Avenue, and Park Avenue. Admittedly, the portfolio is exposed to the challenges of commercial real estate. However, it owns a level and quality of properties that still see demand and lower cap rates. High-quality offices do not close - they move. And when they do, they move to top-tier, well-located buildings - like the kind Vornado owns. Vornado's buy thesis doesn't need office demand to recover overall. It just needs earnings to move modestly upward as leasing improves. And it needs the market to start valuing VNO at stabilized NOI, not current NOI. Business Overview Vornado is mainly concentrated in New York. It operates through an Umbrella Partnership REIT (UPREIT) structure - a tax-efficient structure where the REIT sits on top of a partnership that actually owns the real estate. This structure isn't as relevant, however, as the concentration, detailed below: Author From this, we can see that Vornado is mostly a pure play on Manhattan commercial real estate, despite limited diversification elsewhere. Current New York office leases are being signed at initial rents of ~$102 per square foot, which is robust. Vornado also actively redevelops projects and recycles capital, as we note from its recent acquisitions and redevelopment projects. There are two immediate consequences of this strategy. First, near-term earnings get suppressed, with a reduction in reported NOI and EBI...
Fidelity Enhanced High Yield ETF (NYSEARCA:FDHY) pays monthly, currently distributes around $0.27 per share, and has quietly delivered a 10% total price return over the past year. For income investors weighing whether that distribution is durable, the answer depends on credit spreads, default rates, and what the Treasury curve does next. How FDHY Generates Its ... High-Yield ETF Quietly Delivered ...
Fidelity Enhanced High Yield ETF (NYSEARCA:FDHY) pays monthly, currently distributes around $0.27 per share, and has quietly delivered a 10% total price return over the past year. For income investors weighing whether that distribution is durable, the answer depends on credit spreads, default rates, and what the Treasury curve does next. How FDHY Generates Its ... High-Yield ETF Quietly Delivered 10% Returns While Paying Monthly Dividends
Good night, sweet prince. | Photo: Vjeran Pavic / The Verge It's not the Mini, it's me. Nearly five years after it launched, the 13 Mini is still the best phone ever made. That hasn't changed; it's just that I changed. And as painful as it is to admit this, after using it again for a couple of weeks, I think it's time to put my iPhone 13 Mini to rest. The Mini is an underdog. An outlier. It's a we...
Good night, sweet prince. | Photo: Vjeran Pavic / The Verge It's not the Mini, it's me. Nearly five years after it launched, the 13 Mini is still the best phone ever made. That hasn't changed; it's just that I changed. And as painful as it is to admit this, after using it again for a couple of weeks, I think it's time to put my iPhone 13 Mini to rest. The Mini is an underdog. An outlier. It's a weird little phone that Apple tried to sell twice, couldn't, and promptly gave up on . If you pick it up after using any modern phone it's laughably small. A tiny baby phone in a world of Maxes and Ultras. But small phones are so nice. I can use the Mini one-handed without fumbling around trying to reach my … Read the full story at The Verge.
TraceGains, the leading provider of compliance, quality, and innovation solutions for the food and beverage (F&B) industry, today announced the appointment of Zoli Gombosi as Senior Vice President of Engineering of TraceGains, alongside the continued strengthening of its broader product ecosystem and recent acquisition of GlobalVision.
TraceGains, the leading provider of compliance, quality, and innovation solutions for the food and beverage (F&B) industry, today announced the appointment of Zoli Gombosi as Senior Vice President of Engineering of TraceGains, alongside the continued strengthening of its broader product ecosystem and recent acquisition of GlobalVision.
da-kuk/E+ via Getty Images Showcase Intro In April, we welcomed 31 new analysts who published their first-ever article on Seeking Alpha. In this article, our editors highlight some of the best ideas from these new analysts and introduce them. The first five introductions are spotlight features, including a longer excerpt from the analyst's article. The rest of the new analysts will be introduced a...
da-kuk/E+ via Getty Images Showcase Intro In April, we welcomed 31 new analysts who published their first-ever article on Seeking Alpha. In this article, our editors highlight some of the best ideas from these new analysts and introduce them. The first five introductions are spotlight features, including a longer excerpt from the analyst's article. The rest of the new analysts will be introduced after these, with a more brief excerpt, and are generally organized by rating from Strong Sell to Strong Buy . Each section includes details about the new analysts' interests and backgrounds, so you can get to know them a bit more. With all the ideas and information shared in this article, we'd invite you to join the conversation and let others know what you think: are any of these picks worth following up on ? To our new analysts: welcome to the community ! And please don't hesitate to share more in the comments to introduce yourself to our readers. Top Stock Picks From Seeking Alpha's New Analysts Scott Gossett | Micron: A Study Of Event Returns, Regime Tailwinds, And DRAM ASP Biography: “Over the past two years, I have studied earnings performance, commodity supply and demand, economic data, and stock behavior across growth industries. I passed CFA Level II, scored in the 90th percentile on CFA Level I, and led study groups in support of those exams. I am currently modeling risk, price behavior, and regime-driven return patterns in growth semiconductor companies to identify patterns with practical investment application. I am actively pursuing employment in the RIA industry or a related investment field. ” Buy | “ Micron Technology, Inc.’s ( MU ) recent weakness was an exaggerated move that was expected based on 2 years of observed forward-return pathing after positive earnings events and was further exacerbated by the Iran war catalyst. The medium-term outlook for MU indicates no break in the underlying setup, given the observed price reaction to margin-driven operating ...
Kevork Djansezian/Getty Images News A number of recent articles have questioned the skills of Berkshire Hathaway ( BRK.A ) ( BRK.B ) CEO Greg Abel as an investor, most notably the recent Barron's article by Andrew Bary with the title "Berkshire's New CEO Has No Investment Experience. He's Running The $300 Billion Stock Portfolio Anyway." That title is what I call really laying it out. And if you l...
Kevork Djansezian/Getty Images News A number of recent articles have questioned the skills of Berkshire Hathaway ( BRK.A ) ( BRK.B ) CEO Greg Abel as an investor, most notably the recent Barron's article by Andrew Bary with the title "Berkshire's New CEO Has No Investment Experience. He's Running The $300 Billion Stock Portfolio Anyway." That title is what I call really laying it out. And if you lay things out in that manner, it's a good idea to think the argument through a couple more times. The title is questionable, while the full article is somewhat more measured, though not measured enough for me. I have myself written in the past that no one is likely to equal Buffett's long-term success as an investor, but I must add immediately that the reasons are somewhat different than those laid down in the Barron's article. The reality is that Buffett himself has said as much, basically arguing that he would find it virtually impossible to equal his long-term performance, adding that in his prime he would do well to equal the S&P 500 or beat it by a point or two because Berkshire Hathaway is now so large that it takes an enormous purchase to move the needle. Nevertheless, critics persist in the view that Abel lacks investment experience. In a generally favorable article by Morningstar dated May 1 and entitled "Berkshire Hathaway Enters New Era with Greg Abel at the Helm," Morningstar had the following to say: We believe Abel will be held to a vastly different standard than Buffett ever was—primarily because he will be serving as both an operator (something Buffett was never really all that interested in) and an investor (something Abel has had little experience with) in his new role." Again, image of Abel as a novice investor persists, the key words wrapped in parentheses characterizing him as being called upon to be an investor ( something Abel has had little experience with ). One might jump to the conclusion that this is because Abel is unskilled at selecting investm...
Willie B. Thomas/DigitalVision via Getty Images Post-earnings thesis In my February 2026 article , I rated OSCR a Strong Buy at $13.42, arguing that 2025's elevated medical loss ratio was a backward-looking story, and that 2026 would be the year the market reprices Oscar once financial metrics turn well. This is exactly what happened from the earnings just released today. Oscar's Q1 2026 results s...
Willie B. Thomas/DigitalVision via Getty Images Post-earnings thesis In my February 2026 article , I rated OSCR a Strong Buy at $13.42, arguing that 2025's elevated medical loss ratio was a backward-looking story, and that 2026 would be the year the market reprices Oscar once financial metrics turn well. This is exactly what happened from the earnings just released today. Oscar's Q1 2026 results showing total revenue of $4.65 billion, a 70.5% medical loss ratio, $679 million in net income, and full-year 2026 guidance reaffirmed without a single downward revision. To me, this is the best Q1 announcement one could hope for - Oscar Health has passed the my threshold of defining a "good quarter" I laid out in February with perfect execution. I am maintaining my Strong Buy rating and updating my price target to $30 by 2026. However, this strong performance is not set in stone, bearing in mind that Q1 has always been a positive quarter because of the industry's seasonality. Every red line held green In my February analysis, I identified three specific conditions that would prove my Strong Buy thesis wrong and affect confidence. Quarterly revenue growth below 45% SG&A expense ratio above 16.5%, and Any reduction in full-year guidance On revenue, Q1 2026 delivered $4.65 billion — a 52.7% year-over-year increase versus Q1 2025's $3.04 billion , even with a 28% increase in insurance premium as management indicated. This places Oscar precisely on the quarterly run-rate consistent with its $18.7–$19.0 billion full-year guidance . The 28% weighted average premium increase flowing directly into the top line, with 3.17 million members providing the volume base to absorb it. OSCR While churn may happen in Q2 onwards commonly for insurance companies, the quarterly average member premium of around $1450, which translate into $5800 annually, will still bring OSCR at $17 billion even with a 10% loss of members in Q2 onwards, which is still close to the lower end of the guidance. Q1 rev...
Artificial intelligence research is plunging further into video games. Alphabet Inc. ’s AI lab, Google DeepMind, announced plans Wednesday to train its technology on Eve Online, a beloved role-playing game set in outer space. As part of the arrangement, DeepMind will take a minority stake in Fenris Creations, an independent Icelandic company formed Wednesday after CCP Games, the creator of Eve Onl...
Artificial intelligence research is plunging further into video games. Alphabet Inc. ’s AI lab, Google DeepMind, announced plans Wednesday to train its technology on Eve Online, a beloved role-playing game set in outer space. As part of the arrangement, DeepMind will take a minority stake in Fenris Creations, an independent Icelandic company formed Wednesday after CCP Games, the creator of Eve Online , repurchased itself from Korean game-maker Pearl Abyss Corp. for $120 million in cash and cryptocurrency. The price was less than half of what Pearl Abyss paid for CCP Games in 2018. Eve Online “requires skills that AI has not yet fully mastered,” said Adrian Bolton, a senior director at DeepMind, such as “long-term planning and continual learning.” Players of the online science-fiction game operate spaceships and join “corporations” where they trade goods, participate in an economy and infiltrate enemies — sometimes as part of protracted heists . The game, which first launched 23 years ago, has been praised for giving players unprecedented power to deceive, scam and practice politics. Along the way, it has cultivated a highly intellectual fan base. All of which made it an attractive source of complex social simulations for researchers at Google’s AI lab, who previously trained their technology on multiple games, ranging from Atari’s arcade classics to Blizzard Entertainment’s StarCraft II . Google DeepMind’s investment is “in the millions” of dollars, according to Fenris Creations Chief Executive Officer Hilmar Veigar Pétursson. Other investors include several Icelandic firms and individuals, he said. In a press release, the company said that in the fourth quarter of 2025 Eve Online generated the second-highest quarterly sales in the game’s history, including a “record-breaking” month in November. “We jokingly say that the final boss for AI in games would obviously be Eve Online ,” Pétursson said. “ Eve is giving insights about our own society and the human condition....
Markets have been very volatile through the first four months of 2026, with a first-quarter correction in the Nasdaq Composite (NASDAQINDEX: ^IXIC) followed by a 15% surge in April. But it didn't seem to hinder S&P Global (NYSE: SPGI) , which delivered a strong first-quarter earnings report. S&P Global saw revenue rise 10% year over year in Q1 to $4.2 billion. Net income jumped 28% to $1.4 billion...
Markets have been very volatile through the first four months of 2026, with a first-quarter correction in the Nasdaq Composite (NASDAQINDEX: ^IXIC) followed by a 15% surge in April. But it didn't seem to hinder S&P Global (NYSE: SPGI) , which delivered a strong first-quarter earnings report. S&P Global saw revenue rise 10% year over year in Q1 to $4.2 billion. Net income jumped 28% to $1.4 billion, while earnings per share increased 32% to $4.69. Both revenue and earnings beat earnings estimates. In fact, volatility seems to be providing a lift for some of S&P Global's businesses, including its largest. Continue reading
Cayosoft Introduces Microsoft Migration Services to Reduce Risk and Accelerate Modernization Across Hybrid Active Directory, Entra ID, and Microsoft 365COLUMBUS, Ohio, May 06, 2026 (GLOBE NEWSWIRE) -- Cayosoft, the undisputed leader in Microsoft hybrid Active Directory (AD), Entra ID, and Microsoft 365 enterprise management, monitoring, and recovery, today announced the launch of Cayosoft Microsof...
Cayosoft Introduces Microsoft Migration Services to Reduce Risk and Accelerate Modernization Across Hybrid Active Directory, Entra ID, and Microsoft 365COLUMBUS, Ohio, May 06, 2026 (GLOBE NEWSWIRE) -- Cayosoft, the undisputed leader in Microsoft hybrid Active Directory (AD), Entra ID, and Microsoft 365 enterprise management, monitoring, and recovery, today announced the launch of Cayosoft Microsoft Migration Services, a new offering purpose-built to help organizations modernize Active Directory,
SAN FRANCISCO, May 06, 2026--Pramata, the leader in contract intelligence, today announced Pramata CEO Praful Saklani will take part in the C-suite Unplugged panel at the 2026 CLOC Global Institute Conference in Chicago on May 12, 2026. Saklani will join Shahzad Bashir, Founder, Chairman and CEO for Morae; Donovan Bell, Head of Global Operations for Corporate Affairs for Intel; and Aine Lyons, Sen...
SAN FRANCISCO, May 06, 2026--Pramata, the leader in contract intelligence, today announced Pramata CEO Praful Saklani will take part in the C-suite Unplugged panel at the 2026 CLOC Global Institute Conference in Chicago on May 12, 2026. Saklani will join Shahzad Bashir, Founder, Chairman and CEO for Morae; Donovan Bell, Head of Global Operations for Corporate Affairs for Intel; and Aine Lyons, Senior Vice President and Deputy General Counsel for Workday, to answer questions on leadership priorit
MONTREAL, May 06, 2026 (GLOBE NEWSWIRE) -- Rogers Sugar Inc. (RSI) will be holding a conference call to discuss their 2026 second quarter results on Thursday, May 7 th , 2026, at 5:30 p.m. (Eastern Time) .
MONTREAL, May 06, 2026 (GLOBE NEWSWIRE) -- Rogers Sugar Inc. (RSI) will be holding a conference call to discuss their 2026 second quarter results on Thursday, May 7 th , 2026, at 5:30 p.m. (Eastern Time) .
CLEARWATER, Fla., May 06, 2026 (GLOBE NEWSWIRE) -- via IBN -- MedWell Ai, Inc, (OTCQB:MWAI) ("Company") is a portfolio company, specializing in AI-driven solutions for B2B markets in pharmaceuticals, healthcare, and wellness sectors, is pleased to confirm the filing, of its Quarterly Report (Form 10-Q), for the financial period, ending on March 31, 2026.
CLEARWATER, Fla., May 06, 2026 (GLOBE NEWSWIRE) -- via IBN -- MedWell Ai, Inc, (OTCQB:MWAI) ("Company") is a portfolio company, specializing in AI-driven solutions for B2B markets in pharmaceuticals, healthcare, and wellness sectors, is pleased to confirm the filing, of its Quarterly Report (Form 10-Q), for the financial period, ending on March 31, 2026.
MONTRÉAL, 06 mai 2026 (GLOBE NEWSWIRE) -- Rogers Sugar Inc. (RSI) tiendra une téléconférence pour discuter des résultats de son deuxième trimestre 2026, jeudi le 7 mai 2026 à 17h30 (heure de l’est) .
MONTRÉAL, 06 mai 2026 (GLOBE NEWSWIRE) -- Rogers Sugar Inc. (RSI) tiendra une téléconférence pour discuter des résultats de son deuxième trimestre 2026, jeudi le 7 mai 2026 à 17h30 (heure de l’est) .
The Water Environment Federation (WEF), alongside founding leaders Amazon, Leading Utilities of the World, and the Water Center at Penn, today announced a major expansion of the Water-AI Nexus™ Center of Excellence Advisory Council, strengthening cross-sector collaboration at the intersection of water and artificial intelligence.
The Water Environment Federation (WEF), alongside founding leaders Amazon, Leading Utilities of the World, and the Water Center at Penn, today announced a major expansion of the Water-AI Nexus™ Center of Excellence Advisory Council, strengthening cross-sector collaboration at the intersection of water and artificial intelligence.
Propel, now in its 12th consecutive year of growth, today announced that Propel Clear Protein – a ready-to-mix powder offering the 3-in-1 benefits of protein, fiber and hydration in one flavorful sip – is now available via Walmart.com, Amazon, Gatorade.com and TikTok Shop. Developed with registered dietitians, Propel Clear Protein meets growing consumer demand – including from GLP-1 users navigati...
Propel, now in its 12th consecutive year of growth, today announced that Propel Clear Protein – a ready-to-mix powder offering the 3-in-1 benefits of protein, fiber and hydration in one flavorful sip – is now available via Walmart.com, Amazon, Gatorade.com and TikTok Shop. Developed with registered dietitians, Propel Clear Protein meets growing consumer demand – including from GLP-1 users navigating unique nutritional needs – for multifunctional beverages that support their active wellness journ
SANTA CLARA, Calif., May 06, 2026--Diodes Incorporated (Diodes) (Nasdaq: DIOD) introduces the PI6CG33A06, a six-output, ultra-low jitter clock generator designed to meet the demands of PCI Express® (PCIe®) 7.0 specification while maintaining compliance with all previous generations of the PCIe specification. Announced at PCI-SIG® Developers Conference, the device is targeted for servers, networkin...
SANTA CLARA, Calif., May 06, 2026--Diodes Incorporated (Diodes) (Nasdaq: DIOD) introduces the PI6CG33A06, a six-output, ultra-low jitter clock generator designed to meet the demands of PCI Express® (PCIe®) 7.0 specification while maintaining compliance with all previous generations of the PCIe specification. Announced at PCI-SIG® Developers Conference, the device is targeted for servers, networking equipment, high-performance computing (HPC) systems, and data center platforms that underpin next-
NANO Nuclear Soars On Strategic MOU With Supermicro For Powering AI Data Centers NANO Nuclear and Supermicro have agreed to explore the integration of NANO’s KRONOS microreactor system with Supermicro’s AI server and data center platforms for scalable nuclear-powered solutions. The news of the strategic collaboration - a critical moment in the integration of alternative energy source within the AI...
NANO Nuclear Soars On Strategic MOU With Supermicro For Powering AI Data Centers NANO Nuclear and Supermicro have agreed to explore the integration of NANO’s KRONOS microreactor system with Supermicro’s AI server and data center platforms for scalable nuclear-powered solutions. The news of the strategic collaboration - a critical moment in the integration of alternative energy source within the AI rollout - sent the stock soaring in pre-market We anticipate the shorts are also taking notice with over 22% of shares loaned out … “The AI revolution is fundamentally an energy challenge ,” said Jay Yu, Chairman and President of NANO Nuclear, “and we believe nuclear power is the only scalable solution capable of meeting that demand.” Through this MOU, NANO Nuclear and Supermicro will explore opportunities to: Deploy NANO Nuclear's microreactors to provide dedicated, on-site nuclear power for data centers. Integrate Supermicro's AI server racks, cooling systems, and infrastructure with nuclear-powered energy solutions. Develop joint go-to-market strategies for hyperscale, enterprise, and edge data center customers. Enable a new class of self-powered, grid-independent AI infrastructure. "This is exactly where the future is heading compute and power becoming a unified solution," said James Walker, Chief Executive Officer of NANO Nuclear. "By aligning with Supermicro, NANO Nuclear is stepping directly into the center of one of the fastest growing and most capital-intensive markets in the world ." By partnering with Supermicro, NANO Nuclear gains direct alignment with a company at the forefront of the AI infrastructure buildout, providing: Access to global data center customers and hyperscale operators. Integration pathways with state-of-the-art AI hardware ecosystems. A channel into one of the fastest-growing sectors of the global economy. NANO is able to lean into their significant progress of deploying a KRONOS microreactor at the University of Illinois. The company recentl...
Nvidia was rising early Wednesday amid a broader chip-stocks rally. The shares were up 2.4% to $201.20 in premarket trading. While the move pushes it above the psychologically significantly $200 level, it was only a small boost compared with Advanced Micro Devices ’ 20% gain on the back of AMD’s strong earnings Tuesday afternoon.
Nvidia was rising early Wednesday amid a broader chip-stocks rally. The shares were up 2.4% to $201.20 in premarket trading. While the move pushes it above the psychologically significantly $200 level, it was only a small boost compared with Advanced Micro Devices ’ 20% gain on the back of AMD’s strong earnings Tuesday afternoon.
Pontiff responds after US president accuses him of ‘endangering a lot of Catholics’ with stance on Iran war Middle East crisis – live updates Pope Leo has said he has never supported nuclear weapons and that those who criticise him need to speak the truth, in response Donald Trump’s latest tirade accusing him of “endangering a lot of Catholics” with his stance on the Iran war. Speaking to journali...
Pontiff responds after US president accuses him of ‘endangering a lot of Catholics’ with stance on Iran war Middle East crisis – live updates Pope Leo has said he has never supported nuclear weapons and that those who criticise him need to speak the truth, in response Donald Trump’s latest tirade accusing him of “endangering a lot of Catholics” with his stance on the Iran war. Speaking to journalists on Tuesday night after leaving the papal retreat in Castel Gandolfo, near Rome, the first US-born pontiff said: “The mission of the church is to preach the gospel, to preach peace.” Continue reading...