Ployker/iStock via Getty Images Portfolio managers: Kent Newcomb, CFA®; and Andy Smith, CFA® Subadvisor: Allspring Global Investments, LLC Category: Utilities Fund Strategy Selects stocks based on the evaluation of factors such as dividend payouts, dividend growth and market capitalization. Review of company fundamentals, such as valuation, earnings growth and financial condition, helps the portfo...
Ployker/iStock via Getty Images Portfolio managers: Kent Newcomb, CFA®; and Andy Smith, CFA® Subadvisor: Allspring Global Investments, LLC Category: Utilities Fund Strategy Selects stocks based on the evaluation of factors such as dividend payouts, dividend growth and market capitalization. Review of company fundamentals, such as valuation, earnings growth and financial condition, helps the portfolio managers focus on companies with dividends that appear reasonably sustainable with potential for moderate dividend growth. The team seeks a diversified, but focused, portfolio of companies with the ability to regularly raise dividends and seeks to provide investors positive risk adjusted returns with focus on downside risk management during periods of market stress. Average Annual Total Returns (%) As Of 12/31/2025* 3 MONTH YEAR TO DATE 1 YEAR 3 YEAR 5 YEAR 10 YEAR SINCE FUND INCEPTION (1/04/94)^ Utility and Telecommunications Fund-Inst -1.06 15.64 15.64 9.10 7.53 9.90 9.04 S&P 500 Utilities Index -1.40 16.04 16.04 10.00 9.73 10.61 — Click to enlarge *Returns for periods less than one year are not annualized. Figures quoted represent past performance, which is no guarantee of future results, and do not reflect taxes a shareholder may pay on an investment in a fund. Investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted and assumes the reinvestment of dividends and capital gains. Current month-end performance is available at the fund's website, allspringglobal.com . Institutional Class shares are sold without a front-end sales charge or contingent deferred sales charge. The fund's gross expense ratio is 0.84%. The fund's net expense ratio is 0.72%. The manager has contractually committed, through July 31, 2026, to waive fees and/or reimburse expenses to the extent necessary to cap the f...
We just covered the Jim Cramer Stock Portfolio: Top 10 Stock Picks. Alphabet Inc. (NASDAQ:GOOGL) ranks #3 (see the Jim Cramer’s top 5 stock picks in 2026 here). Jim Cramer has openly regretted selling Alphabet Inc. (NASDAQ:GOOGL) shares due to AI-related threats and regulatory pressures. Cramer was uncertain whether the company would be able to […]
We just covered the Jim Cramer Stock Portfolio: Top 10 Stock Picks. Alphabet Inc. (NASDAQ:GOOGL) ranks #3 (see the Jim Cramer’s top 5 stock picks in 2026 here). Jim Cramer has openly regretted selling Alphabet Inc. (NASDAQ:GOOGL) shares due to AI-related threats and regulatory pressures. Cramer was uncertain whether the company would be able to […]
Yahoo Finance Anchor Josh Lipton tracks today's top moving stocks and biggest market stories in this Market Minute. Arm Holdings (ARM) stock is soaring after announcing its first-ever in-house chip with Meta Platforms (META) as a lead partner. US stocks (^DJI, ^GSPC, ^IXIC) are under pressure amid fading optimism over easing tensions in the Iran war and renewed geopolitical uncertainty weighing on...
Yahoo Finance Anchor Josh Lipton tracks today's top moving stocks and biggest market stories in this Market Minute. Arm Holdings (ARM) stock is soaring after announcing its first-ever in-house chip with Meta Platforms (META) as a lead partner. US stocks (^DJI, ^GSPC, ^IXIC) are under pressure amid fading optimism over easing tensions in the Iran war and renewed geopolitical uncertainty weighing on sentiment. Circle Internet Group (CRCL) is sinking from a sharp reversal following its recent rally. Stay up to date on the latest market action, minute-by-minute, with Yahoo Finance's Market Minute.
Sundry Photography At its Arm Everywhere event in San Francisco, Arm Holdings ( ARM ) took the wraps off its long-awaited custom-designed CPU, aimed at the data center market. Known as the Arm AGI CPU, the newly announced chip is aimed at agentic AI workloads. It can deliver more than twice the performance per rack when compared to traditional x86 platforms made by Intel ( INTC ) and AMD ( AMD ), ...
Sundry Photography At its Arm Everywhere event in San Francisco, Arm Holdings ( ARM ) took the wraps off its long-awaited custom-designed CPU, aimed at the data center market. Known as the Arm AGI CPU, the newly announced chip is aimed at agentic AI workloads. It can deliver more than twice the performance per rack when compared to traditional x86 platforms made by Intel ( INTC ) and AMD ( AMD ), the company said in a statement . The Arm AGI CPU has up to 136 V3 cores per CPU and is a system-on-a-chip, offering 6 GB/s memory per core at sub-100ns latency. It's also efficient, the company said, as it uses around 300 watts of electricity, supports 1U server chassis' air-cooled deployments with up to 8,160 cores per rack, and liquid-cooled systems that can deliver more than 45,000 cores per rack. Arm added that the CPU was developed in concert with Meta Platforms ( META ), which will be its first major customer for the chips. It will be produced by Taiwan Semiconductor ( TSM ). The company also noted that companies such as Cerebras, Cloudflare ( NET ), F5 ( FFIV ), OpenAI ( OPENAI ), Positron, Rebellions, SAP ( SAP ), and SK Telecom will deploy the Arm AGI CPU for key agentic CPU use cases. “AI has fundamentally redefined how computing is built and deployed. Agentic computing is accelerating that change,” said Arm CEO Rene Haas in a statement. “Today marks the next phase of the Arm compute platform and a defining moment for our company. With the expansion into delivering production silicon with our Arm AGI CPU, we are giving partners more choices all built on Arm’s foundation of high-performance, power-efficient computing, to support agentic AI infrastructure at global scale.” Arm added that it is partnering with companies such as ASRock Rack, Lenovo, Quanta Computer, and Supermicro for CPU availability. Early systems are available now, and broader availability is expected in the second half of the year, the company said. More on Arm Holdings Arm Holdings: Resilience I...
matejmo/iStock via Getty Images By Elior Manier US equity benchmarks staged a solid rebound yesterday, but once again failed to hold onto their highs — a pattern that is starting to feel all too familiar in this environment. Despite some easing in broader sentiment, helped by oil trading well below its Globex open, the overall tone remains fragile. Markets are struggling to find clear direction as...
matejmo/iStock via Getty Images By Elior Manier US equity benchmarks staged a solid rebound yesterday, but once again failed to hold onto their highs — a pattern that is starting to feel all too familiar in this environment. Despite some easing in broader sentiment, helped by oil trading well below its Globex open, the overall tone remains fragile. Markets are struggling to find clear direction as the fundamental backdrop stays clouded, leaving indices mixed into today’s session. Under the surface, weakness is beginning to show. This marks a second consecutive day of broad participation, but some of the largest names are weakening. Microsoft ( MSFT ) and Alphabet ( GOOGL ) are both down around 2%, dragging on the Nasdaq and maintaining the pressure on tech. The broader issue lies in geopolitics. While US-Iran talks may have quietly started, markets remain highly skeptical about the feasibility of any meaningful breakthrough. That caution has only been reinforced by Saudi Arabia shifting toward a more aggressive stance, adding another layer of uncertainty to an already fragile narrative. As a result, markets appear stuck at a pressure point — reacting less to headlines, yet unable to fully push higher. It’s a classic sign of hesitation, where positioning is light, conviction is low, and participants are waiting for clearer signals before committing. This morning’s PMI releases did little to help, coming in mixed with manufacturing posing a large surprise but services slowing down. Private credit is also making the headlines once again, with Apollo Global Management, a large asset manager, restricting withdrawals to 5% amid continued outflows in the space – This remains one of the more concerning financial catalysts in markets, which deserves some attention. Financials are remaining unscathed for now, but don't forget to monitor this situation. Let's spot where today's rough price action is heading by looking at today’s intraday charts and trading levels for the major...
Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less room for explosive growth as scale works against them.
Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less room for explosive growth as scale works against them.
In this article CVS Follow your favorite stocks CREATE FREE ACCOUNT A screen displays the logo and trading information for CVS at the New York Stock Exchange (NYSE) in New York City, U.S., March 24, 2026. Jeenah Moon | Reuters CVS Health said on Tuesday it has reached a proposed settlement agreement with the Federal Trade Commission on insulin pricing. Pharmacy benefit managers, which set how drug...
In this article CVS Follow your favorite stocks CREATE FREE ACCOUNT A screen displays the logo and trading information for CVS at the New York Stock Exchange (NYSE) in New York City, U.S., March 24, 2026. Jeenah Moon | Reuters CVS Health said on Tuesday it has reached a proposed settlement agreement with the Federal Trade Commission on insulin pricing. Pharmacy benefit managers, which set how drugs are covered by health insurance, have faced a decade of scrutiny from regulators and lawmakers over pricing practices . The company said on Tuesday its pharmacy benefit management unit, Caremark, has long focused on lowering prescription drug costs. CVS expects the settlement process to conclude in the coming weeks, but said final terms were still pending and would be confirmed once the settlement was officially finalized. A source familiar with the terms of the settlement said CVS' deal was modeled on a deal the FTC struck with rival pharmacy benefit manager, Express Scripts, which is owned by Cigna. That deal was finalized two weeks after being proposed, and CVS' could be signed into effect sooner, they said. Cigna's settlement required the company to curb rebate pricing, where a drugmaker gives the pharmacy benefit manager a discount after a certain drug is dispensed. Regulators have said this model incentivizes higher list prices and steering, driving larger discounts. Cigna's deal also required the company to adopt more transparency and shift to a fee-based compensation structure. Violating terms of the deal could trigger further action from the regulator or lead to penalties. Lisa Gill, an analyst at J.P. Morgan, said changes to the way CVS' Caremark prices drugs will have a nominal impact on company earnings. "We broadly view these as manageable and, importantly, not larger in scope than the changes CVS was already implementing to address regulatory concerns and de-risk its PBM business," said Gill, adding the changes will remove regulatory risks for the company. C...
We just covered the Jim Cramer Stock Portfolio: Top 10 Stock Picks. Microsoft Corporation (NASDAQ:MSFT) ranks #2 (see the Jim Cramer’s top 5 stock picks in 2026 here). Microsoft Corporation (NASDAQ:MSFT) ranks second in our list of the top stock picks of Jim Cramer in 2026. The Redmond giant has been a long-term holding of […]
We just covered the Jim Cramer Stock Portfolio: Top 10 Stock Picks. Microsoft Corporation (NASDAQ:MSFT) ranks #2 (see the Jim Cramer’s top 5 stock picks in 2026 here). Microsoft Corporation (NASDAQ:MSFT) ranks second in our list of the top stock picks of Jim Cramer in 2026. The Redmond giant has been a long-term holding of […]
The U.S.-Israel war against Iran has been pushing up the yield on the 30-year Treasury bond in a manner that is likely to spell trouble for stock investors.
The U.S.-Israel war against Iran has been pushing up the yield on the 30-year Treasury bond in a manner that is likely to spell trouble for stock investors.
jetcityimage/iStock Editorial via Getty Images If you thought the oncology giant AstraZeneca ( AZN ) would take a breather after announcing a $50 billion investment in the US last year, think again. Earlier this year, the company said it's committing another $15 billion in China as well. This is the highlight development in 2026 so far, calling for a closer look, especially as AstraZeneca's China ...
jetcityimage/iStock Editorial via Getty Images If you thought the oncology giant AstraZeneca ( AZN ) would take a breather after announcing a $50 billion investment in the US last year, think again. Earlier this year, the company said it's committing another $15 billion in China as well. This is the highlight development in 2026 so far, calling for a closer look, especially as AstraZeneca's China story is rather complex. Another key recent development is also its surprisingly optimistic outlook for 2026. Both are discussed below to assess what's next for the stock. The China opportunity and challenge AstraZeneca's China focus first became clear in 2023, when it provided revenue guidance for the market, a departure from its usual focus on total revenues only. While the US remains the overwhelmingly big pharmaceutical market, both globally and for the company, bringing in 43% of the revenues in 2025, China comes next (see table below). Source: AstraZeneca Expanding in the weight management market The company's recent focus on the China market has been the massive cardio-metabolic segment. To this end, it has partnered with China's CSPC Pharmaceutical. It will support development of CSPC's eight programmes involving obesity and type 2 diabetes treatments, including a clinical-ready GLP1R treatment. While the drug is yet to enter the market, with exclusive rights to the global ex-China market, this potentially $18.5 billion deal could well be AstraZeneca's ticket to a whole new line of treatments. Besides an upfront payment of $1.2 billion and developmental milestone payments of $3.5 billion, it could pay another $13.8 billion in sales milestones. For context, the total amount is 32% of the company's revenue in 2025, though the actual cost right now is a little over 1% of the revenues. This agreement is AstraZeneca's second in the weight management segment. In 2023, it signed an exclusive license deal with Eccogene, which is aiming for an IPO now. In fact, the company's...
sezer66/iStock via Getty Images First Majestic Silver ( AG ) up 3.7% in Tuesday's trading as BMO Capital upgraded to Outperform from Market Perform with a C$35 price target, viewing the shares as discounted compared to historical trading multiples. First Majestic ( AG ) trades at 2.2x net asset value and 10x next-12-month cash flow from operations at the bank's updated commodity price deck, compar...
sezer66/iStock via Getty Images First Majestic Silver ( AG ) up 3.7% in Tuesday's trading as BMO Capital upgraded to Outperform from Market Perform with a C$35 price target, viewing the shares as discounted compared to historical trading multiples. First Majestic ( AG ) trades at 2.2x net asset value and 10x next-12-month cash flow from operations at the bank's updated commodity price deck, compared to historical multiples often exceeding 3x NAV and 15x cash flow, BMO's Kevin O'Halloran calculated. The analyst also pointed to "value-surfacing catalysts" in 2026 including expanding processing capacity at the Santa Elena and Gatos mines and evaluating restart potential at Jerritt Canyon and development of newly discovered deposits at Santa Elena. More on First Majestic Silver First Majestic Silver: Leverage On Silver Works Both Ways (Double Downgrade) First Majestic: Gold Is Cheaper Than Silver First Majestic Silver Q4 2025 Earnings Call Presentation
We just covered the Jim Cramer Stock Portfolio: Top 10 Stock Picks. Amazon.com, Inc. (NASDAQ:AMZN) ranks #1 (see Jim Cramer’s top 5 stock picks in 2026 here). Amazon.com, Inc. (NASDAQ:AMZN) is one of the top stocks in Jim Cramer’s latest portfolio. In October, Cramer explained why he plans to hold on to the e-commerce and […]
We just covered the Jim Cramer Stock Portfolio: Top 10 Stock Picks. Amazon.com, Inc. (NASDAQ:AMZN) ranks #1 (see Jim Cramer’s top 5 stock picks in 2026 here). Amazon.com, Inc. (NASDAQ:AMZN) is one of the top stocks in Jim Cramer’s latest portfolio. In October, Cramer explained why he plans to hold on to the e-commerce and […]
Private credit The simplest model is that the typical private credit fund is worth, say, 80% of what its managers say it is worth. If you are an investor in a private credit fund, and you get a statement saying “the net asset value of this fund is $100 per share,” that means that the market value of the fund — the amount that a willing arm’s-length buyer would pay you for it — is about $80 per sha...
Private credit The simplest model is that the typical private credit fund is worth, say, 80% of what its managers say it is worth. If you are an investor in a private credit fund, and you get a statement saying “the net asset value of this fund is $100 per share,” that means that the market value of the fund — the amount that a willing arm’s-length buyer would pay you for it — is about $80 per share. Give or take; no science to that number; Boaz Weinstein will pay you $65 . But something less than $100, anyway. There are two important caveats to this model. First, this is not a model about fundamental value; it’s a model about market prices. It is quite possible that all the loans in this fund will make high interest payments and pay off at maturity, you will end up getting $130 worth of value out of your $100 share in the fund, and the market value of $80 will turn out to have been too low. That happens. Second, the “market value” is pretty hypothetical. Most private credit funds do not trade at market prices, or at all. When I say that the market value of a typical private credit fund is 80 cents on the dollar, that is a guess. There is no market. Some people would pay more than 80, others would accept less than 80, and there is no central platform to match them all up. But this simple model explains some salient facts pretty well. For instance, some private credit funds do trade every day, on the stock market, at market prices. They are called “public BDCs,” business development companies. You can look at the market prices, which tend to be below their reported net asset values. For instance, Ares Management Corp. has a public BDC that trades at about an 8% discount to its most recently reported net asset value; Apollo Global Management has one that trades at about a 22% discount; Future Standard and KKR have one that trades at about a 50% discount. Ares’ public BDC is called ARCC ; its most recent NAV was $19.94 per share, and it closed yesterday at $18.28, abou...
Is PATH a good stock to buy? We came across a bullish thesis on UiPath, Inc. on r/Valueinvesting by JamesSt-Patrick. In this article, we will summarize the bulls’ thesis on PATH. UiPath, Inc.’s share was trading at $12.13 as of March 23rd. PATH’s trailing and forward P/E were 23.19 and 14.53 respectively according to Yahoo Finance. UiPath, Inc. provides an end-to-end […]
Is PATH a good stock to buy? We came across a bullish thesis on UiPath, Inc. on r/Valueinvesting by JamesSt-Patrick. In this article, we will summarize the bulls’ thesis on PATH. UiPath, Inc.’s share was trading at $12.13 as of March 23rd. PATH’s trailing and forward P/E were 23.19 and 14.53 respectively according to Yahoo Finance. UiPath, Inc. provides an end-to-end […]
Shopify (NasdaqGS:SHOP) has been ranked third on Fast Company's 2026 Most Innovative Companies list. The company appears alongside technology leaders such as Google and Nvidia. The recognition highlights Shopify's foundational technologies and platform-focused approach to commerce. For investors tracking commerce platforms, this recognition places Shopify's core business of powering online and omn...
Shopify (NasdaqGS:SHOP) has been ranked third on Fast Company's 2026 Most Innovative Companies list. The company appears alongside technology leaders such as Google and Nvidia. The recognition highlights Shopify's foundational technologies and platform-focused approach to commerce. For investors tracking commerce platforms, this recognition places Shopify's core business of powering online and omnichannel retail in a wider technology context. Instead of centering on a single product launch,...
Elon Musk has launched the Terafab semiconductor manufacturing initiative with a plan to buy as many AI chips as Micron Technology (NasdaqGS:MU) can supply. Micron’s high bandwidth memory, or HBM, capacity is fully committed through 2026, reflecting an industry wide shortage of advanced AI memory. The combination of Musk’s demand plans and tight HBM supply is reshaping how AI chip makers and memor...
Elon Musk has launched the Terafab semiconductor manufacturing initiative with a plan to buy as many AI chips as Micron Technology (NasdaqGS:MU) can supply. Micron’s high bandwidth memory, or HBM, capacity is fully committed through 2026, reflecting an industry wide shortage of advanced AI memory. The combination of Musk’s demand plans and tight HBM supply is reshaping how AI chip makers and memory suppliers work together. Micron Technology, traded under ticker NasdaqGS:MU, is a major...