Colgate-Palmolive (NYSE:CL) stock picked up a fresh price target raise from JPMorgan on Monday, May 4, with the firm lifting its target to $96 from $95 while maintaining its Overweight rating. The thesis is straightforward: a higher share of sales from faster-growing emerging markets positions Colgate to outperform consumer staples peers tilted toward developed markets. ... JPMorgan Lifts Colgate ...
Colgate-Palmolive (NYSE:CL) stock picked up a fresh price target raise from JPMorgan on Monday, May 4, with the firm lifting its target to $96 from $95 while maintaining its Overweight rating. The thesis is straightforward: a higher share of sales from faster-growing emerging markets positions Colgate to outperform consumer staples peers tilted toward developed markets. ... JPMorgan Lifts Colgate Price Target to $96: Why Emerging Markets Are Powering the Defensive Trade
HJBC/iStock Editorial via Getty Images Introduction I don’t remember an earnings season so heavy on the headlines. It really seems that this time around, something out of the ordinary had happened, and the market reacted positively. Many of the Mag 7 stocks gained on the day of the earnings, and Amazon.com, Inc. ( AMZN ) was not an exception. Today I want to take a look at this quarter and to expl...
HJBC/iStock Editorial via Getty Images Introduction I don’t remember an earnings season so heavy on the headlines. It really seems that this time around, something out of the ordinary had happened, and the market reacted positively. Many of the Mag 7 stocks gained on the day of the earnings, and Amazon.com, Inc. ( AMZN ) was not an exception. Today I want to take a look at this quarter and to explain why it was different from everything we’ve seen before. Data by YCharts Before I jump straight to it, I have a short disclaimer to make. I’m an Amazon shareholder myself, and this stock has long been one of my highest-conviction picks, even though it is underperforming the S&P 500 ( SP500 ) over the last 5 years. I like how this company spreads into different sectors and industries, and I think this approach is central to preserving growth and to ensure staying far from a ceiling, and this is why I am planning on holding Amazon for a long time. It is impossible to discuss this company in one article, and if I tried to do so, I’d end up writing a book, possibly in a few parts. That’s why today, I’ll focus on the main financial metrics, without deeply discussing side projects, like LEO and communication , EVs , humanoids , etc. If you’re curious about any of those, you can read my previous articles, where I discuss most of Amazon's initiatives in great detail. Previous Coverage What This Quarter Meant For The Overall Market It’s probably not a secret that the market has been rallying since the temporary ceasefire in Iran began. It is related to the lower geopolitical fear level and higher certainty, but also to a rebound of AI stocks after they were suppressed by the AI fears in the second half of 2025 and at the beginning of 2026. Right now, these companies outperform the S&P 500 ( SP500 ), and it is not surprising to see, as this quarter has revealed, that all of this AI frenzy hasn’t been for nothing, and hyperscalers indeed start seeing higher revenue growth rates tha...
HJBC/iStock Editorial via Getty Images Introduction I don’t remember an earnings season so heavy on the headlines. It really seems that this time around, something out of the ordinary had happened, and the market reacted positively. Many of the Mag 7 stocks gained on the day of the earnings, and Amazon.com, Inc. ( AMZN ) was not an exception. Today I want to take a look at this quarter and to expl...
HJBC/iStock Editorial via Getty Images Introduction I don’t remember an earnings season so heavy on the headlines. It really seems that this time around, something out of the ordinary had happened, and the market reacted positively. Many of the Mag 7 stocks gained on the day of the earnings, and Amazon.com, Inc. ( AMZN ) was not an exception. Today I want to take a look at this quarter and to explain why it was different from everything we’ve seen before. Data by YCharts Before I jump straight to it, I have a short disclaimer to make. I’m an Amazon shareholder myself, and this stock has long been one of my highest-conviction picks, even though it is underperforming the S&P 500 ( SP500 ) over the last 5 years. I like how this company spreads into different sectors and industries, and I think this approach is central to preserving growth and to ensure staying far from a ceiling, and this is why I am planning on holding Amazon for a long time. It is impossible to discuss this company in one article, and if I tried to do so, I’d end up writing a book, possibly in a few parts. That’s why today, I’ll focus on the main financial metrics, without deeply discussing side projects, like LEO and communication , EVs , humanoids , etc. If you’re curious about any of those, you can read my previous articles, where I discuss most of Amazon's initiatives in great detail. Previous Coverage What This Quarter Meant For The Overall Market It’s probably not a secret that the market has been rallying since the temporary ceasefire in Iran began. It is related to the lower geopolitical fear level and higher certainty, but also to a rebound of AI stocks after they were suppressed by the AI fears in the second half of 2025 and at the beginning of 2026. Right now, these companies outperform the S&P 500 ( SP500 ), and it is not surprising to see, as this quarter has revealed, that all of this AI frenzy hasn’t been for nothing, and hyperscalers indeed start seeing higher revenue growth rates tha...
LAGRANGE, GA / ACCESS Newswire / May 4, 2026 / Groundswell is expanding access to energy affordability in LaGrange, Georgia, with support from Google, as part of a broader announcement tied to Google's new data center investment in the community. ...
LAGRANGE, GA / ACCESS Newswire / May 4, 2026 / Groundswell is expanding access to energy affordability in LaGrange, Georgia, with support from Google, as part of a broader announcement tied to Google's new data center investment in the community. ...
Pirates Of The Arabian By Stefan Koopman, senior macro strategist at Rabobank “We landed on top of it. We took over the ship, the cargo, the oil. It’s a very profitable business… We’re like pirates.” President Trump’s remarks were, once again, strikingly blunt and unfiltered, to the point of sounding almost satirical. Yet the irony is real. The US president was openly acknowledging that American n...
Pirates Of The Arabian By Stefan Koopman, senior macro strategist at Rabobank “We landed on top of it. We took over the ship, the cargo, the oil. It’s a very profitable business… We’re like pirates.” President Trump’s remarks were, once again, strikingly blunt and unfiltered, to the point of sounding almost satirical. Yet the irony is real. The US president was openly acknowledging that American naval power in the Arabian Sea is now being used in ways that mirror the practices it was once built to suppress. Negotiating with pirates is difficult. While this weekend’s headlines finally hint at diplomacy between the US and Iran, the gap between their positions appears wider than the Strait itself. Iran continues to cling to maximalist demands, while the US rejects them as unacceptable . For now, no credible outlines of a deal have emerged. In the meantime, Washington is trying a different tactic. The US is encouraging neutral commercial vessels to run the blockade, putting Iran’s threats to the test. It has offered to help guide stranded ships through the Strait by sharing information on safer transit routes (e.g. no mines) and, potentially, insurance support. Although US navy vessels may operate nearby, this falls short of formal military escorts, which would likely violate the ceasefire . Even so, the approach carries obvious risks, as it could still result in exchanges of fire with Iranian ships, which might then lead to further escalation. From Washington’s perspective, that risk is not entirely unwelcome. Any Iranian attack on neutral shipping would strengthen the US public‑relations case and might make it a bit easier to assemble the international coalition that has so far proven elusive. This is a savvy legal move by Trump. May 1: War Powers letter formally ends hostilities, preserves force posture, asserts Article II constitutional authority. May 3: "Project Freedom" announced as a humanitarian operation, not military. Monday: US Navy escorts neutral… https://t...
Olemedia/E+ via Getty Images Back in August 2025, I published an article introducing the NEOS Bitcoin High Income ETF ( BTCI ). I spoke about how its dynamic covered call strategy turns Bitcoin’s volatility into a steady monthly income stream. At that point, BTCI had already returned 58% since launching in October 2024, was yielding more than 25% annualized, and had gathered over $500 million in a...
Olemedia/E+ via Getty Images Back in August 2025, I published an article introducing the NEOS Bitcoin High Income ETF ( BTCI ). I spoke about how its dynamic covered call strategy turns Bitcoin’s volatility into a steady monthly income stream. At that point, BTCI had already returned 58% since launching in October 2024, was yielding more than 25% annualized, and had gathered over $500 million in assets under management. I was bullish, so much so that I moved half of my Bitcoin allocation into BTCI and rated it a Buy. Since then, the crypto market has not done well. Bitcoin hit an all-time high of $126,210 on October 6, 2025, then sold off sharply, dropping to a local low near $60,000 in February 2026 before bouncing back. This week, it’s trading around $76,000, still about 38–40% below its peak. BTCI fell along with it. But the way it declined and what it kept paying throughout reinforces my conviction. I believe in BTCI and NEOS' strategy. Seeing the strategy being used in other funds, I believe this is a dip that is worth buying into. The upside potential is there for a patient long-term investor, and what it keeps paying throughout reinforces my conviction. I’m more bullish now than I was when I first covered it. How BTCI Has Performed Since My Last Article Bitcoin went on a massive run in October 2025, hit a peak, and has been trending lower ever since. BTCI benefited from that rally. The share price was in the low 60s, and the distributions were at roughly 1.4 dollars per share. When the crypto bear market started, BTCI suffered along with it. Currently trading in the mid-30s and with distributions ranging from 70 to 80 cents, BTCI has fallen a long way. BTCI will perform in line with bitcoin's price action, as BTCI is not designed to protect against bitcoin drawdowns. Seeking Alpha The more important question is how BTCI performed compared to holding bitcoin outright. Over the past year, we see that BTCI is down 14.49% in total return, while BTC is down 18.73%...
Although the shifting AI landscape has spooked Microsoft investors recently, the smart money appears willing to entertain the idea of an MSFT stock comeback.
Although the shifting AI landscape has spooked Microsoft investors recently, the smart money appears willing to entertain the idea of an MSFT stock comeback.
Shares of GE Vernova (NYSE:GEV) have rerated higher as AI data center power demand reignites investor appetite for the picks-and-shovels of the energy transition. That gravity is now pulling smaller renewable names along for the ride, and several still trade under $30, putting exposure within reach of retail investors who missed Vernova’s run. With that ... As GEV Garners Attention Consider These ...
Shares of GE Vernova (NYSE:GEV) have rerated higher as AI data center power demand reignites investor appetite for the picks-and-shovels of the energy transition. That gravity is now pulling smaller renewable names along for the ride, and several still trade under $30, putting exposure within reach of retail investors who missed Vernova’s run. With that ... As GEV Garners Attention Consider These 3 Renewable Energy Stocks Under $30
JetBlue Airways ( JBLU ) announced on Monday that it expanded its Fort Lauderdale-Hollywood International Airport schedule. The expansion will include launching new nonstop service between Fort Lauderdale and destinations across the U.S., Latin America, and the Caribbean. It also builds on JetBlue ( JBLU ) being the dominant airline out of Fort Lauderdale. New cities being serviced include Barranq...
JetBlue Airways ( JBLU ) announced on Monday that it expanded its Fort Lauderdale-Hollywood International Airport schedule. The expansion will include launching new nonstop service between Fort Lauderdale and destinations across the U.S., Latin America, and the Caribbean. It also builds on JetBlue ( JBLU ) being the dominant airline out of Fort Lauderdale. New cities being serviced include Barranquilla, Colombia; Baltimore; Cali, Colombia; Charlotte, North Carolina; Columbus, Ohio; and Indianapolis, Indiana. New nonstop service from Fort Lauderdale will be added to existing JetBlue cities Nashville, Tennessee; Detroit, Michigan; Houston, Texas; Chicago, Illinois; and Ponce, Puerto Rico. Following the end of Spirit Airlines, JetBlue ( JBLU ) added a new loyalty status match for eligible Spirit Airlines Free Spirit Silver and Gold members. The company said the match is part of its broad effort to support travelers following the shutdown of Spirit Airlines. Analysts have pointed to JetBlue ( JBLU ) as one of the airlines most likely to benefit from the Spirit exit. Shares of JetBlue ( JBLU ) were up 1.0% in late morning trading and are 9% higher over the last six weeks. More on JetBlue Airways JetBlue Airways Corporation (JBLU) Q1 2026 Earnings Call Transcript JetBlue Airways Corporation 2026 Q1 - Results - Earnings Call Presentation JetBlue: A Risky Bet In A Fragile Sky Quant Rating Check: Analyzing the impact of Spirit’s collapse on airline standings Spirit Airlines collapse leaves travelers scrambling, rivals offer rescue fares and refund options
The S&P 500 Index ($SPX ) (SPY ) today is down -0.35%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. June E-mini S&P futures (ESM26 ) are down -0.44%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.35%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.75%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.23%. June E-mini S&P futures (ESM26 ) are down -0.44%, and June E-mini Nasdaq futures...
Amazon might have a part in delivering all kinds of stuff to your door soon, as its massive shipping network opens up to other companies outside its marketplace, more directly competing with giants like DHL, UPS, and FedEx. The new Amazon Supply Chain Services (ASCS) will offer freight, distribution, fulfillment, and parcel shipping to businesses "of all types and sizes," including Protcor & Gambl...
Amazon might have a part in delivering all kinds of stuff to your door soon, as its massive shipping network opens up to other companies outside its marketplace, more directly competing with giants like DHL, UPS, and FedEx. The new Amazon Supply Chain Services (ASCS) will offer freight, distribution, fulfillment, and parcel shipping to businesses "of all types and sizes," including Protcor & Gamble, 3M, Lands' End, and American Eagle Outfitters. With ASCS, Amazon is betting that other companies will pay to use its sprawling fulfillment network - much like they pay to use its web infrastructure, which the ecommerce giant started offering to … Read the full story at The Verge.