Airlines are seeing a surge in demand as customers try to lock in their tickets ahead of a likely surge in prices due to fuel costs brought on by the war in the Middle East. Delta and American Airlines are both forecasting strong sales. Bloomberg's Benedikt Kammel reports. (Source: Bloomberg)
Airlines are seeing a surge in demand as customers try to lock in their tickets ahead of a likely surge in prices due to fuel costs brought on by the war in the Middle East. Delta and American Airlines are both forecasting strong sales. Bloomberg's Benedikt Kammel reports. (Source: Bloomberg)
quantic69/iStock via Getty Images After the great allogeneic stumble in 2021 , when the FDA slapped a clinical hold on Allogene's [ALLO] ALLO-501A, the entire allogeneic CAR-T sector was crushed. The stock was cut from $25/share to $13/share in a day and was eventually decimated to where it currently stands, around $2.50/share. Seeking Alpha Naturally, Allogene's competitors followed suit and came...
quantic69/iStock via Getty Images After the great allogeneic stumble in 2021 , when the FDA slapped a clinical hold on Allogene's [ALLO] ALLO-501A, the entire allogeneic CAR-T sector was crushed. The stock was cut from $25/share to $13/share in a day and was eventually decimated to where it currently stands, around $2.50/share. Seeking Alpha Naturally, Allogene's competitors followed suit and came crashing down too. So, in a similar fashion, Caribou Biosciences ( CRBU ) has fallen all the way from highs of $30/share to roughly $1.94/share at the time of writing this article. Seeking Alpha Nevertheless, I am here to write and focus on a happier chart and a flash of light in an otherwise dark time for allogeneic CAR-T. This happier chart is one that demonstrates Caribou's 80% advance over the past year, resulting from the strongest allogeneic CAR-T data ever reported . The clinical-stage cell therapy company continues to trade near its net cash value ($1.94 vs $1.24). This suggests that the market only values Caribou's enterprise pipeline at around $55 million despite recent data with numbers to rival approved autologous CAR-T products such as Yescarta, which is worth billions of dollars. In contrast to Kyverna Therapeutics ( KYTX ), which I wrote about in my last article and is hurrying towards the first-ever FDA-approved autologous CAR-T in the autoimmune space, Caribou stands for a longer, greater upside thesis. Allogeneic CAR-T is an off-the-shelf platform that could fundamentally alter the costs and scaling of cell therapy. Seeking Alpha The Threefold Front I will begin with a brief overview of the three different ways scientists have figured CAR-T cell therapy may be administered: autologous, in vivo, and allogeneic. Out of the three, only autologous has been approved by the FDA in any capacity, that is, oncology. Again, those are drugs like Yescarta and Breyanzi, multi-billion-dollar drugs. Yet, today's approved CAR-T therapies are notoriously fickle and diffic...
Douglas Rissing/iStock via Getty Images Estimating the timeline for the end game for the war in Iran remains a slippery task. Gaming out the costs, by contrast, is relatively straightforward. Each day the war continues, the outlook turns a bit murkier, and the risk ticks higher for economic harm. No one doubts that an end to the fighting would immediately relieve stress for the global economy. An ...
Douglas Rissing/iStock via Getty Images Estimating the timeline for the end game for the war in Iran remains a slippery task. Gaming out the costs, by contrast, is relatively straightforward. Each day the war continues, the outlook turns a bit murkier, and the risk ticks higher for economic harm. No one doubts that an end to the fighting would immediately relieve stress for the global economy. An end to hostilities would quickly lead to a resumption of energy shipments through the Strait of Hormuz, which represents roughly one-fifth of the world’s crude oil consumption. But as the war drags on, the potential for collateral damage that lingers is mounting. Some analysts are starting to consider the effects of a prolonged war. “If the conflict is prolonged, financial amplifications could magnify the macroeconomic impacts,” said Hyun Song Shin, head of the economics and monetary department at the Bank for International Settlements. “A spike in interest rates could put pressure on rich asset price valuations. Rising financing costs for governments and the need to issue more debt could undermine fiscal sustainability given already strained public finances in many countries.” The bond market, however, remains calm, at least for now. The US 10-year Treasury yield ( US10Y ), for example, has increased since the war started, but the benchmark rate continues to trade at a middling range relative to its history over the past year. But an extended war is no longer considered beyond the pale, which is starting to motivate thinking about the implications. “In my view, markets are underestimating the risk of a prolonged war,” said Frederic Schneider, a senior fellow at the Middle East Council on Global Affairs. Pondering another month of war and ongoing increases in energy prices, he predicts the blowback for the global economy could be harsh. “The worst-case scenario would be an economic slump combined with an interest rate hike to curb inflation.” The war’s effects are starting ...
With the U.S.–Iran conflict now in its 16th day, volatility in U.S. markets has intensified. Key indices and multiple sectors have seen steep declines, driving many stocks into oversold territory. While such conditions indicate heavy selling pressure, they can also set the stage for short-term recoveries if company fundamentals stay intact. Below are some of the most oversold mid-cap financial sto...
With the U.S.–Iran conflict now in its 16th day, volatility in U.S. markets has intensified. Key indices and multiple sectors have seen steep declines, driving many stocks into oversold territory. While such conditions indicate heavy selling pressure, they can also set the stage for short-term recoveries if company fundamentals stay intact. Below are some of the most oversold mid-cap financial stocks, based on momentum indicators Affiliated Managers Group ( MGRD ), Relative Strength Index 30, 15-day pref: -3.44%. Home Bancshares ( HOMB ), Relative Strength Index 30, 15-day pref: -5.93%. E-L Financial ( ELFIF ), Relative Strength Index 30, 15-day pref: -9.45%. Hamilton Lane ( HLNE ), Relative Strength Index 30, 15-day pref: -9.34%. UWM Holdings ( UWMC ), Relative Strength Index 30, 15-day pref: -15.47%. BankUnited ( BKU ), Relative Strength Index 30, 15-day pref: -9.40%. OneMain Holdings ( OMF ), Relative Strength Index 30, 15-day pref: -6.40%. Onex ( ONEXF ), Relative Strength Index 29, 15-day pref: -4.68%. Old National Bancorp ( ONB ), Relative Strength Index 30, 15-day pref: -8.66%. More on Edenred SE, Affiliated Managers Group, Inc., etc. Edenred: Interesting Opportunity At Current Valuation With A Favorable Risk/Reward UWM Holdings Corporation 2025 Q4 - Results - Earnings Call Presentation UWM Holdings Corporation (UWMC) Q4 2025 Earnings Call Prepared Remarks Transcript OneMain sued over charging customers hidden fees and interest, shares down ~4% Two Harbors adjourns meeting to solicit more votes on merger with UWM Holdings
Circle Internet Group ( CRCL ) has appointed Microsoft's ( MSFT ) Kirk Koenigsbauer to its board of directors. Koenigsbauer currently serves as president and COO of Microsoft's Experiences and Devices Group, focused on Microsoft 365 and Copilot. In his role at Microsoft, Koenigsbauer led the transition of Microsoft Office to the cloud with the launch of Office 365, spearheaded the creation of Micr...
Circle Internet Group ( CRCL ) has appointed Microsoft's ( MSFT ) Kirk Koenigsbauer to its board of directors. Koenigsbauer currently serves as president and COO of Microsoft's Experiences and Devices Group, focused on Microsoft 365 and Copilot. In his role at Microsoft, Koenigsbauer led the transition of Microsoft Office to the cloud with the launch of Office 365, spearheaded the creation of Microsoft 365 as an integrated productivity platform, and helped establish the company's security business. He has also served on the board of Thomson Reuters ( TRI ) ( TRI:CA ) since March 2020. The MSFT executive is set to serve on the Circle Internet board's compensation and risk committees. More on Circle Internet Group, Inc. Circle Internet Group, Inc. (CRCL) Presents at 6th Annual Digital Assets Symposium Transcript Circle: A Defensible AI-Era Fintech With Explosive Stablecoin Growth (Rating Upgrade) Whale's Digital Asset View: Circle's 3 Drivers Mastercard recruits 85 partners to new crypto program, including Circle, PayPal
Karol Ciesluk/iStock Editorial via Getty Images U.S. airline stocks came under heavy selling pressure as the escalating conflict in the Middle East sent oil prices surging, driving up jet fuel costs and triggering widespread operational challenges. Despite these headwinds, Delta Air Lines ( DAL ) said it expects first-quarter revenue to rise by high single digits to a range of $15.0–$15.3 billion,...
Karol Ciesluk/iStock Editorial via Getty Images U.S. airline stocks came under heavy selling pressure as the escalating conflict in the Middle East sent oil prices surging, driving up jet fuel costs and triggering widespread operational challenges. Despite these headwinds, Delta Air Lines ( DAL ) said it expects first-quarter revenue to rise by high single digits to a range of $15.0–$15.3 billion, outperforming its initial guidance of 5–7% growth and topping consensus estimates of $14.67 billion. The airline attributes this resilience to “accelerated trends in consumer and corporate demand,” alongside continued strength across both domestic and international routes. Delta still projects full-year earnings of $6.50–$7.50 per share, even amid sharply higher fuel prices. Meanwhile, JetBlue ( JBLU ) raised its first-quarter revenue outlook as robust travel demand outpaced earlier expectations. However, elevated fuel expenses and disruptions from two major winter storms are expected to weigh on capacity and reduce available seat miles, the carrier guided. In light of these announcements, b elow is a list of U.S. passenger airline stocks arranged according to their profitability grade. The list includes companies across various market capitalizations, ranging from major carriers to regional providers. The list is topped by Delta Air Lines ( DAL ) and United Airlines Holdings ( UAL ), both earning A+ profitability grades. American Airlines Group ( AAL ) and SkyWest ( SKYW ) follow with B- grades, representing the next tier of carriers in terms of profitability. The middle of the list features Alaska Air Group ( ALK ), Southwest Airlines ( LUV ), and Sun Country Airlines Holdings ( SNCY ), each carrying C- grades. The lower end includes Allegiant Travel Company ( ALGT ) with a D+ grade, Frontier Group Holdings ( ULCC ) with a D, JetBlue Airways Corporation ( JBLU ) with a D-, and Joby Aviation ( JOBY ) with an F grade. The profitability grade is a component of Seeking Alpha...
Addentax Group ( ATXG ) has entered into mature negotiations to acquire multiple leading online money lending platforms across the Asia Pacific region, the company said on Tuesday. Upon completion of the proposed acquisitions, the combined platforms could create a large-scale digital credit platform with significant regional reach. Based on information provided by the target companies, the combine...
Addentax Group ( ATXG ) has entered into mature negotiations to acquire multiple leading online money lending platforms across the Asia Pacific region, the company said on Tuesday. Upon completion of the proposed acquisitions, the combined platforms could create a large-scale digital credit platform with significant regional reach. Based on information provided by the target companies, the combined platforms currently serve more than 600,000 customers and generate an estimated aggregate annual loan origination volume exceeding HK$25 billion. ATXG is +61.52% to $0.4143. Source: Press Release More on Addentax Group Financial information for Addentax Group Corp.
Funtap/iStock via Getty Images With the U.S.-Iran conflict showing no signs of easing in the coming weeks, global markets have turned shaky. Nearly $2T has been wiped out in just the past month, adding to investor anxiety and pulling U.S. stocks lower. As volatility picked up, several sectors slipped into oversold territory. Real estate stocks, in particular, came under pressure as investors moved...
Funtap/iStock via Getty Images With the U.S.-Iran conflict showing no signs of easing in the coming weeks, global markets have turned shaky. Nearly $2T has been wiped out in just the past month, adding to investor anxiety and pulling U.S. stocks lower. As volatility picked up, several sectors slipped into oversold territory. Real estate stocks, in particular, came under pressure as investors moved away from rate-sensitive names and shifted toward safer bets. Here are some oversold real estate stocks , with RSI in the 20-30 range, indicating heavy selling pressure: Tritax Big Box ( TTBXF ): 15-day -14.77%, RSI: 22 Rexford Industrial Realty ( REXR.PR.B ): 15-day -7.07%, RSI: 22 Gecina ( GECFF ): 15-day -9.21%, RSI: 23 SL Green Realty ( SLG ): 15-day -0.19%, RSI: 26 Rithm Capital ( RITM ): 15-day -6.57%, RSI: 28 Vornado Realty Trust ( VNO ): 15-day -7.91%, RSI: 28 Boardwalk Real Estate Investment Trust ( BOWFF ): 15-day -2.45%, RSI: 30 Dynex Capital ( DX ): 15-day -6.95%, RSI: 30 Unite Group ( UTGPF ): 15-day -5.22%, RSI: 30 In the near term, these deeply oversold readings highlight continued pressure across real estate stocks. The most oversold names—Tritax Big Box ( TTBXF ) and Vornado Realty Trust ( VNO )—stand out as extreme cases of selling pressure and could be among the first to see a technical rebound if geopolitical tensions ease. More on Boardwalk Real Estate Investment Trust, Dynex Capital, etc. Rexford Presents Solid Yield Opportunities For The Buy And Write Investor DX And NLY: A 13.6% Yield Barbell Strategy For Turbulent Times Rithm: This Time, I Agree With Wall Street Manor Farm data centre completion delayed by Tritax Big Box SL Green Realty divests residential & retail segments of 7 Dey Street to GO Residential for $222.6M
The Vanguard Small-Cap Value ETF (VBR +1.18%) and iShares Morningstar Small-Cap Value ETF (ISCV +0.70%) both target U.S. small-cap value stocks, but ISCV offers a marginally higher yield, heavier exposure to financial services, and much smaller assets under management (AUM). Both VBR and ISCV appeal to investors seeking broad exposure to domestic small-cap companies with value-oriented valuations....
The Vanguard Small-Cap Value ETF (VBR +1.18%) and iShares Morningstar Small-Cap Value ETF (ISCV +0.70%) both target U.S. small-cap value stocks, but ISCV offers a marginally higher yield, heavier exposure to financial services, and much smaller assets under management (AUM). Both VBR and ISCV appeal to investors seeking broad exposure to domestic small-cap companies with value-oriented valuations. This comparison examines their costs, recent returns, risk, liquidity, and portfolio composition to help determine which may fit specific investing goals. Snapshot (cost & size) Metric VBR ISCV Issuer Vanguard IShares Expense ratio 0.05% 0.06% 1-yr return (as of 2026-03-11) 17.9% 18.3% Dividend yield 1.9% 2.0% Beta 1.00 1.03 AUM $62.3 billion $594.6 million Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. ISCV’s expense ratio is just slightly above VBR’s, making both funds highly affordable, and ISCV’s yield is a touch higher, which may appeal to income-focused investors. Performance and risk comparison Metric VBR ISCV Max drawdown (5 y) -24.20% -25.35% Growth of $1,000 over 5 years $1,279 $1,194 What's inside ISCV tracks small-cap U.S. stocks screened for value, holding 1,078 companies as of March 2026. The fund tilts most heavily toward financial services (21%), consumer cyclicals (14%), and industrials (13%), with top positions in Moderna Inc(MRNA +2.61%), CF Industries Holdings Inc(CF +2.93%), and Viatris Inc(VTRS +0.78%). ISCV has a long track record of 21.7 years, but remains relatively small in assets under management. VBR, by contrast, is anchored in industrials (19%), financial services (18%), and consumer cyclicals (13%). Its largest holdings include Sandisk Corp(SNDK 0.62%), EMCOR Group Inc(EME +1.18%), and NRG Energy Inc(NRG +1.19%). VBR’s portfolio is more concentrated in industrials and has significantly greater AUM, which can help wi...
Victory Capital Holdings submitted a fresh offer for Janus Henderson Group Plc , as the bidding war for the London-based investment firm intensifies amid a wave of consolidation among asset managers. The San Antonio, Texas-based firm is now offering $40 per share in cash and a fixed exchange ratio of 0.25 shares of its common stock for each Janus Henderson share owned, Victory Capital said in a st...
Victory Capital Holdings submitted a fresh offer for Janus Henderson Group Plc , as the bidding war for the London-based investment firm intensifies amid a wave of consolidation among asset managers. The San Antonio, Texas-based firm is now offering $40 per share in cash and a fixed exchange ratio of 0.25 shares of its common stock for each Janus Henderson share owned, Victory Capital said in a statement Tuesday . That would translate to 31% ownership in a combined asset manager. Based on Victory Capital’s March 16 closing price, Janus shareholders would receive $3.26 per share more than its prior proposal last month, according to the statement. The revised proposal also represents a 16% premium to a prior bid involving activist investor Nelson Peltz ’s Trian Fund Management , according to Victory Capital. Read More: Janus Bidding War Begins as Victory Capital Tops Trian Offer Asset managers have been consolidating recently after years of grappling with clients dumping their mutual funds for cheaper, passive products. Janus Henderson, created through a 2017 transatlantic merger to combat these challenges, suffered years of outflows since the tie-up until recently. The firm managed $493 billion as of Dec. 31. Trian Fund and General Catalyst agreed in December to buy Janus Henderson in a deal that would value the asset manager at about $7.4 billion. Two months later Victory Capital emerged with a higher offer. Janus Henderson said last week that its board of directors had unanimously shot down Victory Capital’s earlier proposal because it was not in the best interests of its stakeholders, clients and employees. Victory Capital responded by accusing Janus Henderson of failing to meaningfully engage with its bid and accepting an inferior deal from Peltz.
Dividend stocks tend to be terrific long-term investments. Companies that increase their dividends have historically delivered total returns of more than 10% annualized over the last half-century. Here are four top dividend growth stocks to double up on right now. American Tower American Tower (AMT +0.25%) recently hiked its dividend by 5.3%. That pushed its yield to 3.7%, more than triple the S&P...
Dividend stocks tend to be terrific long-term investments. Companies that increase their dividends have historically delivered total returns of more than 10% annualized over the last half-century. Here are four top dividend growth stocks to double up on right now. American Tower American Tower (AMT +0.25%) recently hiked its dividend by 5.3%. That pushed its yield to 3.7%, more than triple the S&P 500's level of 1.2%. The cell tower and data center owner has grown its dividend at a 17% compound annual rate since becoming a real estate investment trust (REIT) in 2014. The company delivered high single-digit cash flow per share growth last year, driven by strong leasing demand across its global tower portfolio and U.S. data center business. Increased mobile data consumption, the continue deployment of 5G technology, and the growth in cloud and AI-related workloads should drive strong earnings growth for the REIT in the coming years. That should enable American Tower to continue increasing its high-yielding dividend. Expand NYSE : AMT American Tower Today's Change ( 0.25 %) $ 0.47 Current Price $ 185.18 Key Data Points Market Cap $86B Day's Range $ 184.22 - $ 185.95 52wk Range $ 166.88 - $ 234.33 Volume 4.7K Avg Vol 3.1M Gross Margin 55.00 % Dividend Yield 3.68 % Energy Transfer Energy Transfer (ET +0.24%) has increased its distribution by more than 3% over the past year. The master limited partnership (MLP) -- which sends investors a Schedule K-1 Federal tax form each year -- currently yields more than 7%. The MLP expects to have ample fuel to continue increasing its high-yielding distribution. Energy Transfer plans to invest over $5 billion into organic expansion projects this year. It has projects in its backlog that should enter commercial service through 2030, including the $5.6 billion Transwestern Pipeline Expansion Project (late 2029 expected in-service date). The MLP expects to continue securing new expansions, driven by surging natural gas demand to support A...
If you're interested in adding more dividend-paying stocks to your portfolio, that's a fine idea. For one thing, dividend payers tend to be more established and reliable growers, since they have reached a point where management is confident it can commit to a regular payout to shareholders. Better still, dividend-paying stocks tend to outperform non-payers! For example, a study by Hartford Funds a...
If you're interested in adding more dividend-paying stocks to your portfolio, that's a fine idea. For one thing, dividend payers tend to be more established and reliable growers, since they have reached a point where management is confident it can commit to a regular payout to shareholders. Better still, dividend-paying stocks tend to outperform non-payers! For example, a study by Hartford Funds and Ned Davis Research found that from 1973 to 2022, companies that grew or initiated dividend payments delivered annualized returns of 10.3%, while those that didn't have payouts delivered a 3.95% annualized return and an equal-weight S&P 500 fund returned 7.7% annually. Oh, and the dividend payers were less volatile than their counterparts, too. Here are four well-known companies that recently had hefty dividend yields. You might want to consider some for your portfolio or your watch list. 1. Verizon Communications Verizon Communications (NYSE: VZ), with a recent market value near $180 billion, recently had a fat dividend yield of 6.6%. That payout hasn't been growing briskly lately, but it's quite generous as is. Verizon bulls like its strong wireless network and its chances of making it stronger still. Also promising is that Verizon recently announced it's buying Frontier Communications Parent for $20 billion to expand fiber services in the U.S. Bears worry about the safety of the dividend, though, given Verizon's substantial debt load. That's worth keeping an eye on, but for now the company's significant cash flow is enough to cover dividend obligations. In a show of confidence, management just increased the payout by 1.9%. 2. Citigroup Citigroup (NYSE: C) operates one of the largest banks in the country and had a recent market value near $109 billion -- and that's after a recent drop of 16% from its 52-week high. It's worth understanding that when a stock's price drops, its dividend yield will increase. That's part of the reason the stock's dividend yield was recently ...