Nike (NYSE:NKE) currently trades around $44, while Wall Street’s consensus price target is about $62 per share, implying roughly 41% upside today if analysts are right. Nike remains the world’s largest athletic footwear and apparel company, now working through CEO Elliott Hill’s “Win Now” turnaround. The stock has been under heavy pressure, but analysts are still ... Nike’s 65% 3-Year Plunge Could...
Nike (NYSE:NKE) currently trades around $44, while Wall Street’s consensus price target is about $62 per share, implying roughly 41% upside today if analysts are right. Nike remains the world’s largest athletic footwear and apparel company, now working through CEO Elliott Hill’s “Win Now” turnaround. The stock has been under heavy pressure, but analysts are still ... Nike’s 65% 3-Year Plunge Could Lead to 41% Upside Today
IURII BUKHTA/iStock Editorial via Getty Images Harley Davidson's ( HOG ) stock has been getting hammered, but who's afraid of a downtrend on a value hunt? Not me. This once-iconic brand is a little under-the-weather, but the heritage is immense and the turnaround is tangible. Down 25% since my last Hold rating , when I warned against the investment, has me confident that we might be at a better lo...
IURII BUKHTA/iStock Editorial via Getty Images Harley Davidson's ( HOG ) stock has been getting hammered, but who's afraid of a downtrend on a value hunt? Not me. This once-iconic brand is a little under-the-weather, but the heritage is immense and the turnaround is tangible. Down 25% since my last Hold rating , when I warned against the investment, has me confident that we might be at a better long-term entry point here due to operational synergies now bearing light at the end of the tunnel. I'm targeting a bull-case two-year annualized CAGR of 35% from the investment, but the downside 12-month risk from pure execution is about a -30% loss. If you're comfortable with that asymmetry and believe in the turnaround dynamics, this could make for a strong investment. Back to the Bricks Harley just posted Q1 earnings , with North America retail up 14%, global retail up 8%, dealer inventory down 22%, and shipments falling 3%. This shows real traction with real consumer demand, not just channel stuffing. The dealer network is being repositioned as the operating center of the brand, and by making stores more profitable, active, and central to rider culture, dealers drive new and used bike sales, service, customization, apparel, events, and local loyalty. This should help in Harley's cultural resurgence, which is much-needed. It's win-win for the rider community and Harley if the latter reforms the energy of its culture from "vintage" to "modern iconic nostalgia." It's key that the company's heritage remains intact: freedom, V-twin sound, customization, rallies, American mechanical mythology, and even outlaw fringe. After all, that cultural electricity, Hells Angels and all, is what drove generations to be enamored by the bikes. The old problem with the brand was over-monetization. If you turn a rebel motorbike brand into a corporate shareholder project, you're diluting the essence of the revolutionary energy at the core. FY25 exposed the damage of this approach, with global ...
This morning a "Potential Dividend Run Alert" went out for Resources Connection Inc (NASD: RGP), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" any
This morning a "Potential Dividend Run Alert" went out for Resources Connection Inc (NASD: RGP), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" any
This morning a "Potential Dividend Run Alert" went out for ClearBridge Energy MLP Opportunity Fund (NYSE: EMO), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Di
This morning a "Potential Dividend Run Alert" went out for ClearBridge Energy MLP Opportunity Fund (NYSE: EMO), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Di
Microsoft is considering delaying or abandoning its 2030 goal of matching its entire hourly electricity use with renewable energy purchases, Bloomberg News reported on Wednesday, citing people familiar with the matter. The expensive and energy-intensive push for data centers is reshaping the feasibility of Microsoft's climate commitments that were made before the AI era and rank among the indus...
Microsoft is considering delaying or abandoning its 2030 goal of matching its entire hourly electricity use with renewable energy purchases, Bloomberg News reported on Wednesday, citing people familiar with the matter. The expensive and energy-intensive push for data centers is reshaping the feasibility of Microsoft's climate commitments that were made before the AI era and rank among the industry's most ambitious targets, the report said. The discussions were ongoing and no final decision has been made, Bloomberg News added.
This morning a "Potential Dividend Run Alert" went out for Western Asset Emerging Markets Income Fund (NYSE: EMD), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a
This morning a "Potential Dividend Run Alert" went out for Western Asset Emerging Markets Income Fund (NYSE: EMD), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a
This morning a "Potential Dividend Run Alert" went out for Flaherty & Crumrine Total Return Fund Incorporated (NYSE: FLC), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all
This morning a "Potential Dividend Run Alert" went out for Flaherty & Crumrine Total Return Fund Incorporated (NYSE: FLC), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all
PepeLaguarda/E+ via Getty Images Investment Overview Yesterday (May 4th), Crispr Therapeutics AG ( CRSP ), the Swiss-based, commercial stage CRISPR gene editing pioneer, announced its Q1 2026 earnings. The company reported $1m of collaboration revenue, and $458k of grant revenue. R&D costs were reported as $69m, G&A costs $17.2m, and collaboration expense $46m. Total operating expenses came to $13...
PepeLaguarda/E+ via Getty Images Investment Overview Yesterday (May 4th), Crispr Therapeutics AG ( CRSP ), the Swiss-based, commercial stage CRISPR gene editing pioneer, announced its Q1 2026 earnings. The company reported $1m of collaboration revenue, and $458k of grant revenue. R&D costs were reported as $69m, G&A costs $17.2m, and collaboration expense $46m. Total operating expenses came to $132m, and net loss $(122m), down from $(135m) in Q1 2026. Crispr Therapeutics also reported cash and equivalents of $423m, and marketable securities of $2bn, with no meaningful debt. Shares fell slightly in trading yesterday, dropping ~2% to a value of $52.3, reflecting a market cap valuation of $5.1bn. The stock has barely budged in value year-to-date, is up ~38% on a 12-month basis (at the time of writing), but down 55% on a five-year basis. Since its 2016 IPO, shares have risen in value by >270%. Let's start our analysis by discussing performance of CRISPR's only commercial-stage asset, the sickle cell disease ("SCD") / beta thalassemia ex vivo cell therapy Casgevy. Casgevy Revenues Fall Sequentially - Here's Why I Don't Think Shareholders Should Be Concerned Crispr Therapeutics secured FDA approval for its landmark ex-vivo sickle cell disease therapy Casgevy (exagamglogene autotemcel, or "exa-cel," for short) In December 2023 , and secured approval for Casgevy to treat transfusion dependent beta thalassemia a few months later. The drug has subsequently been approved in Canada, the U.K., the EU, Switzerland, the Kingdom of Saudi Arabia, the Kingdom of Bahrain, Qatar, the United Arab Emirates (UAE), and Kuwait. Crispr Therapeutics earns a 40% share of net profits from sales of Casgevy, with partner Vertex ( VRTX ) earning a 60% share (Vertex paid CRISPR ~$900m to change its share from 50% to 60% back in 2021). The revenue figure in Q1 2026 is $43m, which is in fact less than the figure in Q4 2025 of $54m - Casgevy earned a total of $116m of revenues in 2025 as a whole. On a...
The SaaS-pocalypse has caused quite a violent reset in the valuations of many software stocks. And while the disruptive wave of AI might not yet be done marking down prices across the SaaS scene, I do think that it makes sense to at least check out the prices on merchandise, which some folks might see ... The Same AI Wave Crushing SaaS Stocks May Be About to Rescue These 3 Names
The SaaS-pocalypse has caused quite a violent reset in the valuations of many software stocks. And while the disruptive wave of AI might not yet be done marking down prices across the SaaS scene, I do think that it makes sense to at least check out the prices on merchandise, which some folks might see ... The Same AI Wave Crushing SaaS Stocks May Be About to Rescue These 3 Names
US President Trump and Chinese President Xi will discuss China’s purchases of Iranian oil, Trade Representative Jamieson Greer said on "Bloomberg Surveillance." The two leaders are scheduled to meet in Beijing on May 14 and 15. (Source: Bloomberg)
US President Trump and Chinese President Xi will discuss China’s purchases of Iranian oil, Trade Representative Jamieson Greer said on "Bloomberg Surveillance." The two leaders are scheduled to meet in Beijing on May 14 and 15. (Source: Bloomberg)
Welcome back to Bloomberg’s Real Estate Monitor , a weekly breakdown of emerging trends, strategic challenges and blockbuster deals shaping the industry. Sign up now if you’re not already on the list. This week, we’ll update you on the feud between New York’s mayor and Citadel’s Ken Griffin . There’s also a big data center IPO coming up, a rare bid to sell an Aspen hotel and some upbeat news for h...
Welcome back to Bloomberg’s Real Estate Monitor , a weekly breakdown of emerging trends, strategic challenges and blockbuster deals shaping the industry. Sign up now if you’re not already on the list. This week, we’ll update you on the feud between New York’s mayor and Citadel’s Ken Griffin . There’s also a big data center IPO coming up, a rare bid to sell an Aspen hotel and some upbeat news for housing markets in the US , Canada and the UK . There’s more, too, so let’s get into it. — Christine Maurus Market Snapshot Vornado Realty Trust $30.26 +2.0% Equity Residential $66.25 +1.5% AvalonBay Communities Inc $185.25 +1.5% Blackstone Inc $122.72 -0.3% Market data as of 09:10 AM ET. Data is subject to provider delays. The big story The spat between financier Ken Griffin and New York City’s mayor has ticked up a notch or two. First, a quick catch-up: Last month, Mayor Zohran Mamdani singled out Griffin and his $238 million penthouse purchase in a now-viral video that touted a proposed tax on pricey pieds-a-terre and accused their buyers of not contributing enough to the city’s finances. That angered the billionaire Citadel chief, who threatened to back away from plans to build a new office skyscraper on Park Avenue. On Tuesday, Steven Roth, the CEO of Vornado Realty Trust, one of the partners on the office project, appealed to Mamdani to correct his “blunder” in making the social media post — one he called “irresponsible and dangerous” — and urged the mayor to be more welcoming to businesses. Roth, whose company also sold Griffin his penthouse at 220 Central Park South, said he still expects Griffin to remain committed to the $6 billion tower, which has been years in the making and is one of the most anticipated construction projects in Manhattan. Speaking on Vornado’s earnings conference call, Roth promised more clarity this summer. Griffin already has started to take control of the project, designed to bring the growing New York headcounts for Citadel and Citadel Secu...
Fan groups have called prices a ‘monumental betrayal’ Fifa collects 30% cut on resale markets Fifa president Gianni Infantino has defended World Cup ticket prices, insisting that football’s global governing body was obliged to take advantage of US laws that allow tickets to be resold for thousands of dollars above face value. Fifa has faced searing criticism over the cost of World Cup tickets, wit...
Fan groups have called prices a ‘monumental betrayal’ Fifa collects 30% cut on resale markets Fifa president Gianni Infantino has defended World Cup ticket prices, insisting that football’s global governing body was obliged to take advantage of US laws that allow tickets to be resold for thousands of dollars above face value. Fifa has faced searing criticism over the cost of World Cup tickets, with fan organization Football Supporters Europe (FSE) calling the pricing structure “extortionate” and a “monumental betrayal”. FSE filed a lawsuit with the European Commission in March targeting Fifa over “excessive ticket prices” for the tournament. Continue reading...
If you wanted to short China at lunch and be flat by the closing bell, Direxion Daily FTSE China Bear 3X Shares (NYSEARCA:YANG) is the tool. The fund aims to deliver three times the daily inverse return of the FTSE China 50 Index, the basket of large Chinese names that trade in Hong Kong. It ... How Investors Lost 89% Betting Against China — Even When Their Prediction Was Correct
If you wanted to short China at lunch and be flat by the closing bell, Direxion Daily FTSE China Bear 3X Shares (NYSEARCA:YANG) is the tool. The fund aims to deliver three times the daily inverse return of the FTSE China 50 Index, the basket of large Chinese names that trade in Hong Kong. It ... How Investors Lost 89% Betting Against China — Even When Their Prediction Was Correct
AMD to broaden and specialize EPYC CPUs, already working on Zen 7 architecture — increased customization to better address evolving AI and cloud needs Tom's Hardware
AMD to broaden and specialize EPYC CPUs, already working on Zen 7 architecture — increased customization to better address evolving AI and cloud needs Tom's Hardware
Joe Raedle/Getty Images News The Walt Disney Company ( DIS ) shares rose ~7% premarket after the entertainment giant reported better-than-expected quarterly results, driven by improved streaming profitability and stronger guest spending across its resorts and cruise business. Adjusted earnings rose to $1.57 per share in the fiscal second quarter, topping analyst expectations of $1.50 per share. Re...
Joe Raedle/Getty Images News The Walt Disney Company ( DIS ) shares rose ~7% premarket after the entertainment giant reported better-than-expected quarterly results, driven by improved streaming profitability and stronger guest spending across its resorts and cruise business. Adjusted earnings rose to $1.57 per share in the fiscal second quarter, topping analyst expectations of $1.50 per share. Revenue increased 7% year-over-year to $25.2B, also ahead of Wall Street estimates. Operating income across all three of its business divisions exceeded analyst expectations, while the company projected 12% earnings-per-share growth for the full fiscal year. Disney’s direct-to-consumer division, which includes the Disney+ streaming, delivered a double-digit operating profit margin for the first time, marking a major milestone in the company’s push to improve streaming profitability. The move could have implications beyond single-stock trading, with several exchange-traded funds exposed to Walt Disney Company ( DIS ) potentially benefiting from the rally, even as the stock remains down about 12% year-to-date. Among ETFs with notable Disney exposure 25 ETFs have Walt Disney Company within its Top 15 holdings as displayed below Motley Fool Value Factor ETF ( MFVL ): 4.93% Invesco S&P 500 Equal Weight Communication Services ETF ( RSPC ): 4.61% Communication Services Select Sector SPDR ETF ( XLC ): 4.56% First Trust S-Network Streaming and Gaming ETF ( BNGE ): 4.53% iShares Global Comm Services ETF ( IXP ): 4.44% Diamond Hill Large Cap Concentrated ETF ( DHLX ): 4.40% Fidelity MSCI Communication Services Index ETF ( FCOM ): 4.10% Vanguard Communication Services ETF ( VOX ): 4.04% Gabelli Opportunities In Live and Sports ETF ( GOLS ): 3.87% Invesco NASDAQ Internet ETF ( PNQI ): 3.68% Invesco Large Cap Value ETF ( PWV ): 3.10% Global X Millennial Consumer ETF ( MILN ): 2.99% iShares U.S. Consumer Discretionary ETF ( IYC ): 2.98% Global X PureCap MSCI Communication Services ETF ( GXP...