Marvell Technology MRVL is favorably positioned to deliver revenue growth close to 30% in fiscal 2027, largely driven by accelerating AI-related backlog and strong demand across its data center portfolio. The company exited fiscal 2026 with record bookings, robust hyperscaler demand and expanding deployment across interconnect, switching and custom silicon products. Marvell reported fiscal 2026 re...
Marvell Technology MRVL is favorably positioned to deliver revenue growth close to 30% in fiscal 2027, largely driven by accelerating AI-related backlog and strong demand across its data center portfolio. The company exited fiscal 2026 with record bookings, robust hyperscaler demand and expanding deployment across interconnect, switching and custom silicon products. Marvell reported fiscal 2026 revenues of $8.2 billion, up 42% year over year, while data center revenues surpassed $6.1 billion, up 46%. The company stated that bookings accelerated at a record pace entering fiscal 2027, leading management to forecast fiscal 2027 revenues to be $11 billion, implying growth of more than 30% year over year. The strongest contributor to this outlook is AI infrastructure demand. Marvell Technology expects fiscal 2027 data center revenues to grow nearly 40%, supported by cloud capital expenditure increases and stronger customer orders. Its interconnect business alone is projected to grow more than 50% year over year, significantly above prior expectations. The company is benefiting from strong adoption of 800G and 1.6T optical products, growing deployment of active electrical cables and retimers, and rapid scaling of AI networking solutions. Custom silicon is another major growth engine. Marvell Technology’s custom business doubled in fiscal 2026 to roughly $1.5 billion and is expected to grow more than 20% again in fiscal 2027. Management highlighted strong visibility supported by purchase orders, production ramps and increasing XPU attach opportunities, such as CXL and NIC products. Acquisitions like Celestial AI and XConn strengthen Marvell Technology’s position in AI scale-up networking, although these are not expected to contribute materially until fiscal 2028. Overall, the company’s expanding AI backlog, accelerating bookings and diversified hyperscaler exposure provide strong support for revenue growth approaching 30% in fiscal 2027. How Competitors Fare Against MRVL B...
John Kevin/iStock via Getty Images This article updates my review of April 2025 in light of current holdings and recent performance. DJD Strategy Invesco Dow Jones Industrial Average Dividend ETF ( DJD ) was launched on 12/16/2015 and tracks the Dow Jones Industrial Average Yield Weighted Index. DJD has a portfolio of 28 stocks, a 30-day SEC yield of 2.63%, and an expense ratio of 0.07%. As descri...
John Kevin/iStock via Getty Images This article updates my review of April 2025 in light of current holdings and recent performance. DJD Strategy Invesco Dow Jones Industrial Average Dividend ETF ( DJD ) was launched on 12/16/2015 and tracks the Dow Jones Industrial Average Yield Weighted Index. DJD has a portfolio of 28 stocks, a 30-day SEC yield of 2.63%, and an expense ratio of 0.07%. As described by Invesco , the underlying index includes all dividend-paying constituents of the Dow Jones Industrial Average ( DJI ), weighted based on their indicated annual dividend yields. The index is reconstituted semi-annually . The index description is reminiscent of the Dogs of the Dow strategy, which consists of buying the 10 companies with the highest dividend yields in the Dow Jones Industrial Average. The top 10 holdings of DJD are the “Dogs” at every reconstitution. The portfolio turnover rate was 23% in the most recent fiscal year and 30% in the previous year. This article will use as a benchmark the parent index DJIA, represented by State Street SPDR Dow Jones Industrial Average ETF ( DIA ). Portfolio Healthcare is the heaviest sector in the portfolio with 19.4% of asset value, followed by financials and technology. Compared to DIA, DJD downplays mostly financials and industrials, while it significantly overweights communication, healthcare, consumer staples, and energy. Sector breakdown (Chart: author, data: Invesco, State Street) The portfolio is concentrated, with notable company-specific risk. The top 10 holdings, listed below, represent 57.3% of asset value, and the three heaviest positions weigh between 7% and 10%. The heaviest position of DIA (Goldman Sachs) weighs 11.7%. Ticker Name Weight VZ Verizon Communications Inc 9.69% UNH UnitedHealth Group Inc 7.50% CVX Chevron Corp 7.21% CSCO Cisco Systems Inc 5.69% KO Coca-Cola Co./The 5.00% MRK Merck & Co. Inc 4.92% IBM International Business Machines Corp 4.59% GS Goldman Sachs Group Inc/The 4.30% PG Procter & Gamb...
To the investors who had snapped up Venezuela’s defaulted bonds at beaten-down prices, it was the moment they were waiting for: Acting President Delcy Rodriguez ’s government announced that it was moving quickly to kick off negotiations aimed at restructuring its $170 billion pile of debt. The two-page statement — which appeared a week ago on a social-media account that had been dormant since 2024...
To the investors who had snapped up Venezuela’s defaulted bonds at beaten-down prices, it was the moment they were waiting for: Acting President Delcy Rodriguez ’s government announced that it was moving quickly to kick off negotiations aimed at restructuring its $170 billion pile of debt. The two-page statement — which appeared a week ago on a social-media account that had been dormant since 2024 — set off a flurry of calls among bondholders who’d been counting on big payouts once the country emerged from years of crippling sanctions and re-established its ties to global financial markets. But the excitement quickly gave way to a more sobering reality: Even with the country now allied with Washington, the workout could drag on for years. And it’s far from a sure thing that investors will even recover enough to justify the surge in prices since the US arrest of Nicolas Maduro in January elevated Rodriguez to power. “This process is still going to take a long time,” said Jeff Grills , head of US cross-asset and emerging-markets debt at Aegon Asset Management , who has kept his holdings unchanged. “With bonds near 60 cents on the dollar, it’s hard to see them appreciating much further without more information on Venezuela’s finances.” That realization has stalled what was the biggest rally in emerging markets, with Venezuela’s debt surging more than 60% this year. That capped a nearly 220% jump over the past 12 months amid speculation that economic pressure would drive the government to restructure debts it couldn’t afford to pay after years of profligate spending, mismanagement and underinvestment in its oil industry. Other countries, including Greece, Argentina and Sri Lanka, have gone through debt restructurings after they were pushed to the brink. But the process, which involves jockeying between creditors with sometimes competing claims to a government’s cash, can be lengthy. Venezuela stopped making debt payments in 2017. Until recently, many investors had expec...
tupungato/iStock Editorial via Getty Images Microsoft Corporation ( MSFT ) just delivered another strong quarter, but the market still isn’t giving the company full credit for what’s happening under the hood. Revenue grew 18% year over year to ~$83 billion , Azure and other cloud services grew 40%, and Microsoft’s AI annual revenue run rate reached $37 billion. Those aren’t small numbers, even for...
tupungato/iStock Editorial via Getty Images Microsoft Corporation ( MSFT ) just delivered another strong quarter, but the market still isn’t giving the company full credit for what’s happening under the hood. Revenue grew 18% year over year to ~$83 billion , Azure and other cloud services grew 40%, and Microsoft’s AI annual revenue run rate reached $37 billion. Those aren’t small numbers, even for a company of Microsoft’s size. And the hesitation among investors is understandable. Microsoft is spending aggressively on AI infrastructure, supply remains constrained, and the company’s relationship with OpenAI ( OPENAI ) is evolving in a way that could make Azure’s advantage less exclusive over time. But to me, that’s what makes the stock interesting. The risks are real, but so is the demand. Microsoft’s commercial RPO reached $627 billion, Copilot adoption continues to expand, and Azure remains one of the fastest-growing cloud platforms at scale. For long-term investors, that setup is very attractive. Despite the risks around CapEx, execution, and competition, Microsoft remains one of the best-positioned AI companies in the world. Spoiler: I’m maintaining my Strong Buy rating. Microsoft’s Q3 Earnings Recap Before anything else, let’s cover the earnings headlines. Q3 FY ’26 revenue is up 18% year-over-year to $82.9 billion. Operating income is up 20%, while net income (GAAP) grew 23% to $31.8 billion. For a $3 trillion company, those are impressive numbers and validate the company’s growth narrative. Even with all the fear and uncertainty around AI, this proves there’s still money to be made for those in a position to take it- and Microsoft is at the center of the boom. The segment revenue further supports the story: Segment Q3’2026 Q3’2025 Percentage Change Productivity and Business Processes $35.01 billion $29.94 billion 17% Intelligent Cloud $34.68 billion $26.75 billion 30% More Personal Computing $13.19 billion $13.37 billion (1)% Click to enlarge Like last year, t...
BBC Verify has tracked several flights by US Navy P-8 Poseidon surveillance jets including one on 11 May when the aircraft got within 50 miles (80km) of southern Cuba, according to Flightradar24 data. The P-8 continued to operate into the following day, when it was seen flying to the north of Cuba's capital Havana before returning to its base in Jacksonville, Florida.
BBC Verify has tracked several flights by US Navy P-8 Poseidon surveillance jets including one on 11 May when the aircraft got within 50 miles (80km) of southern Cuba, according to Flightradar24 data. The P-8 continued to operate into the following day, when it was seen flying to the north of Cuba's capital Havana before returning to its base in Jacksonville, Florida.
Inflation isn’t killing consumer spending—it’s evolving it. Follow the money flow to see the structural shift moving billions into resale, repair, and discount giants. American consumers are rerouting their spending rather than pulling back. With University of Michigan sentiment at 48.2, the savings rate down to 3.6% from 5.1% in early 2025, and energy prices ... The Selective Shopper’s Portfolio:...
Inflation isn’t killing consumer spending—it’s evolving it. Follow the money flow to see the structural shift moving billions into resale, repair, and discount giants. American consumers are rerouting their spending rather than pulling back. With University of Michigan sentiment at 48.2, the savings rate down to 3.6% from 5.1% in early 2025, and energy prices ... The Selective Shopper’s Portfolio: 6 ETFs Positioned for the Circular Economy Shift
Biotech investors are finally getting something they haven't seen in years: a friendlier macro environment. Interest rates appear to be stabilizing, FDA activity is picking up again, and large pharmaceutical companies are sitting on billions in cash while staring down looming patent cliffs. That combination is creating a fertile backdrop for smaller biotech companies with strong pipelines, differe...
Biotech investors are finally getting something they haven't seen in years: a friendlier macro environment. Interest rates appear to be stabilizing, FDA activity is picking up again, and large pharmaceutical companies are sitting on billions in cash while staring down looming patent cliffs. That combination is creating a fertile backdrop for smaller biotech companies with strong pipelines, differentiated technology, and upcoming catalysts. Here are my top three biotech stocks for May. Schrödinger Schrödinger (SDGR 0.04%) develops physics-based software and artificial intelligence (AI) tools that pharmaceutical companies use to simulate how drug molecules behave before moving into expensive laboratory and human testing. Major drugmakers use its platform to accelerate drug discovery in areas such as cancer, autoimmune diseases, and precision medicine. At the same time, the company also advances its own pipeline of internally developed drug candidates. Worth noting: Schrödinger is one of the few AI-driven biotech companies that actually generates revenue, too. The company reported $256 million in total revenue for 2025, including $200 million in software revenue and annual contract value (ACV) of $198 million. Management is guiding for 10% to 15% ACV growth in 2026, with an expected range of $218 million to $228 million. Expand NASDAQ : SDGR Schrödinger Today's Change ( -0.04 %) $ -0.01 Current Price $ 11.98 Key Data Points Market Cap $896M Day's Range $ 11.82 - $ 12.23 52wk Range $ 10.95 - $ 27.63 Volume 17K Avg Vol 1.4M Gross Margin 55.33 % The company's balance sheet also remains solid. Management has repeatedly emphasized that existing cash reserves support operations well into the company's path toward positive adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) by the end of 2028. What investors are really betting on, however, is the platform's ability to generate successful internal drug candidates. Schrödinger continues advancing o...
Key Points Schrödinger combines AI-driven drug discovery with a real software revenue business. Sarepta focuses on gene therapy and is delivering solid sales despite ongoing regulatory concerns. NRX awaits upcoming FDA decisions and depression-treatment trials that could become major catalysts. 10 stocks we like better than NRx Pharmaceuticals › Biotech investors are finally getting something they...
Key Points Schrödinger combines AI-driven drug discovery with a real software revenue business. Sarepta focuses on gene therapy and is delivering solid sales despite ongoing regulatory concerns. NRX awaits upcoming FDA decisions and depression-treatment trials that could become major catalysts. 10 stocks we like better than NRx Pharmaceuticals › Biotech investors are finally getting something they haven't seen in years: a friendlier macro environment. Interest rates appear to be stabilizing, FDA activity is picking up again, and large pharmaceutical companies are sitting on billions in cash while staring down looming patent cliffs. That combination is creating a fertile backdrop for smaller biotech companies with strong pipelines, differentiated technology, and upcoming catalysts. Here are my top three biotech stocks for May. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Schrödinger Schrödinger (NASDAQ: SDGR) develops physics-based software and artificial intelligence (AI) tools that pharmaceutical companies use to simulate how drug molecules behave before moving into expensive laboratory and human testing. Major drugmakers use its platform to accelerate drug discovery in areas such as cancer, autoimmune diseases, and precision medicine. At the same time, the company also advances its own pipeline of internally developed drug candidates. Worth noting: Schrödinger is one of the few AI-driven biotech companies that actually generates revenue, too. The company reported $256 million in total revenue for 2025, including $200 million in software revenue and annual contract value (ACV) of $198 million. Management is guiding for 10% to 15% ACV growth in 2026, with an expected range of $218 million to $228 million. The company's balance sheet also remains solid. Management has repeatedly emphasized that ...
An analyst in China captured the stark contrast between the two visits as a clear choice between pomp and pragmatism. “Over these 30 years, our relations, tempered by wind and rain, have risen to ever new heights, following the dictates of the times,” Xi said after the summit on Wednesday morning, referencing the 30th anniversary this year of the China-Russia strategic partnership of coordination....
An analyst in China captured the stark contrast between the two visits as a clear choice between pomp and pragmatism. “Over these 30 years, our relations, tempered by wind and rain, have risen to ever new heights, following the dictates of the times,” Xi said after the summit on Wednesday morning, referencing the 30th anniversary this year of the China-Russia strategic partnership of coordination. Advertisement “[Ties] are now at the historical peak of a comprehensive partnership and strategic coordination in a new era and are rightfully considered a model of a new type of relationship between major powers,” Xi added. China’s Xi hails ‘fruitful’ talks with Russia’s Putin #xitrumpsummit His remarks followed a grand signing ceremony in the Great Hall of the People, where Xi and Putin sealed over 20 agreements covering energy, trade, science and technology, and infrastructure. The two sides also signed a sweeping agreement to further boost strategic ties and a joint declaration to push for a multipolar world order. Advertisement In all, over 40 agreements at government and corporate levels were reached during his visit, Putin told reporters at the same briefing.
Hi, it’s Tim LeeMaster in New York, looking ahead to the hotly-anticipated public filing by Elon Musk’s SpaceX, which could land today. Elsewhere, Blackstone abandons its pursuit of German media group Stroeer. Today’s top stories James Murdoch agrees to buy New York magazine, Vox podcasts. Bankers ready Paramount’s $49 billion Warner Bros. debt sale. KKR and ECP weigh increasing offer for energy g...
Hi, it’s Tim LeeMaster in New York, looking ahead to the hotly-anticipated public filing by Elon Musk’s SpaceX, which could land today. Elsewhere, Blackstone abandons its pursuit of German media group Stroeer. Today’s top stories James Murdoch agrees to buy New York magazine, Vox podcasts. Bankers ready Paramount’s $49 billion Warner Bros. debt sale. KKR and ECP weigh increasing offer for energy group DCC. Cleveland Browns to sell stake to private equity at $9 billion valuation. Elliott ramps up its AI efforts with key hire from Blackstone. Lift off Financial markets are eagerly awaiting the expected S-1 filing of Elon Musk’s SpaceX today. The deal is the first in a clutch of what will potentially be the largest IPOs in history. As we wait, here are five things to watch out for when the filing drops. 1) This is going to be a big fee event on Wall Street. But just which banks are actually on board—at least 21 have been reported—and what will the exact pecking order be? Goldman Sachs and Morgan Stanley are said to be the lead firms, with Bank of America, Citigroup and JPMorgan among others involved. Also, what exchange will its shares trade on? Nasdaq is expected. 2) How much of the listed firm will Musk actually control? As Ryan Gould and Ed Ludlow revealed, SpaceX is considering the dual-class share structure common with Silicon Valley firms, which would allow Musk to outvote other investors, even with a minority stake. Google is another major shareholder, and Valor Equity Partners, Sequoia and Andreessen Horowitz are also among SpaceX’s backers. 3) How much will go to cornerstone investors? These usually high-profile, well-known firms can take up a significant chunk of an offering. That’s both to attract other investors that may be on the fence and to ensure all the shares available are taken up. 4) Related to the cornerstones is just how much of the deal will be offered to the masses, aka retail investors? Previous reports have said as much as 30%. Cornerstone tra...
Whether you’re heading out for a quick Memorial Day getaway or preparing for summer travel, a reliable power bank can come in handy when there’s no outlet in sight. Fortunately, Anker’s Laptop Power Bank can keep all your essential gadgets charged, and it’s currently on sale at Amazon , Best Buy , and Walmart for $95.99 ($24 off) , which is the best price we’ve seen this year and the lowest since ...
Whether you’re heading out for a quick Memorial Day getaway or preparing for summer travel, a reliable power bank can come in handy when there’s no outlet in sight. Fortunately, Anker’s Laptop Power Bank can keep all your essential gadgets charged, and it’s currently on sale at Amazon , Best Buy , and Walmart for $95.99 ($24 off) , which is the best price we’ve seen this year and the lowest since Black Friday. Anker Laptop Power Bank Where to Buy: $119.99 $95.99 at Amazon $119.99 $95.99 at Walmart $119.99 $95.99 at Best Buy Despite weighing as much as a water bottle, the 25,000mAh / 90Wh power bank can charge up to four devices at once via three USB-C ports and a lone USB-A port, so you won’t need to pack multiple chargers. It also meets airline carry-on requirements and features a retractable 2.3-foot USB-C cable, along with a second USB-C cable that conveniently doubles as a carrying strap, so you have fewer accessories to worry about when packing. What really makes it stand out, though, is its power. It delivers up to 100W from a single USB-C port, meaning it can quickly charge beefy laptops, including Apple’s M5-powered MacBook Pro . It can also deliver up to 165W when charging two USB-C devices simultaneously, or 130W when using all four ports, allowing you to quickly top off your electronics when you’re short on time. As a nice extra, it also features a real-time display, which makes it easy to see how much battery remains and whether your devices are actually charging at full speed. window.HYPE_DESK_CONFIG = { productImageUrl: "https://platform.theverge.com/wp-content/uploads/sites/2/2026/05/corsair_047038.jpg", productImageAlt: "Corsair VENGEANCE a7500", productTitle: "Corsair VENGEANCE a7500", shortDescription: "Top-tier gaming hardware at its best price yet.", longDescription: "The Vengeance a7500 is the kind of desktop that makes everything else feel slow. Built around two of the best chips available in a gaming PC right now, it handles 4K gaming, demandi...
A $40,000 annual income is often enough for a 62-year-old retiree living modestly while bridging the five years until full Social Security benefits begin at 67. The challenge is generating that income entirely from dividends without selling shares or steadily drawing down principal. The core equation is simple: divide the target income by the portfolio’s yield ... How Much Do You Really Need Inves...
A $40,000 annual income is often enough for a 62-year-old retiree living modestly while bridging the five years until full Social Security benefits begin at 67. The challenge is generating that income entirely from dividends without selling shares or steadily drawing down principal. The core equation is simple: divide the target income by the portfolio’s yield ... How Much Do You Really Need Invested to Replace a $40,000 Salary at 62 and Bridge the Five Years Until Social Security at 67?
By Jonathan Stempel NEW YORK, May 20 (Reuters) - A U.S. appeals court on Wednesday rejected a whistleblower's claim that Amazon.com helped foreign fur manufacturers evade tariffs on products sold on its platform, hurting domestic rivals. The 2nd U.S. Circuit Court of Appeals found no proof that Amazon knew or deliberately ignored that foreign manufacturers paid artificially low tariffs by under...
By Jonathan Stempel NEW YORK, May 20 (Reuters) - A U.S. appeals court on Wednesday rejected a whistleblower's claim that Amazon.com helped foreign fur manufacturers evade tariffs on products sold on its platform, hurting domestic rivals. The 2nd U.S. Circuit Court of Appeals found no proof that Amazon knew or deliberately ignored that foreign manufacturers paid artificially low tariffs by understating the value of their shipments, and that the manufacturers evaded U.S. Fish and Wildlife Service inspection fees by omitting required forms and shipping through ports not overseen by that agency. Mike Henig, the owner of Montgomery, Alabama-based Henig Furs, said Amazon should have realized the foreign manufacturers were able to charge below-market prices by fraudulently avoiding import tariffs and fees between 2007 and 2024, and violated the False Claims Act by shortchanging the federal government. But the New York-based appeals court said there could have been an "innocent explanation" for the lower prices, such as economies of scale or lower labor costs. "Below-market prices alone are therefore insufficient in this case to show that Amazon was aware of a substantial risk that the foreign manufacturers were submitting false claims," Circuit Judge Jose Cabranes wrote for a unanimous three-judge panel. The decision upheld a lower court judge's January 2025 dismissal. Amazon is regularly sued by customers and businesses that seek to hold it responsible for the conduct of sellers on its platform. The Seattle-based retailer's revenue in 2025 surpassed that of Walmart, long the world's largest retailer by revenue. Lawyers for Henig did not immediately respond to requests for comment. Amazon and its lawyers did not immediately respond to similar requests. Amazon has also faced other litigation over tariffs. On Friday, consumers filed a proposed class action accusing Amazon of failing to refund costs passed on to them in the form of higher prices, and which r...
Key Points Lido Advisors added nearly 3.9 million shares of the Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q1 2026, with an estimated transaction value of $76.0 million. This purchase brings Lido's total BSCR stake to more than 70 million shares, valued at approximately $1.4 billion. After the purchase, BSCR is Lido's second-largest position, representing 4.3% of the firm's assets unde...
Key Points Lido Advisors added nearly 3.9 million shares of the Invesco BulletShares 2027 Corporate Bond ETF (BSCR) in Q1 2026, with an estimated transaction value of $76.0 million. This purchase brings Lido's total BSCR stake to more than 70 million shares, valued at approximately $1.4 billion. After the purchase, BSCR is Lido's second-largest position, representing 4.3% of the firm's assets under management (AUM). With a December 2027 maturity date, a 4.29% dividend yield, and a low 0.1% expense ratio, BSCR offers investors a defined-timeline, low-cost way to access investment-grade corporate bonds. 10 stocks we like better than Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027orate Bond ETF › What happened According to a recent SEC filing, Lido Advisors, LLC, increased its holding in the Invesco BulletShares 2027 Corporate Bond ETF (NASDAQ:BSCR) by 3,854,896 shares during the first quarter of 2026. Based on the average share price during the quarter, the estimated transaction value was approximately $76.0 million. What else to know After the purchase, BSCR accounts for 4.3% of Lido Advisors' 13F reportable assets under management -- making it the firm's second-largest holding. Top holdings after the filing: NYSE: SPY: $2.8 billion (11.0% of AUM) NASDAQ: BSCR: $1.4 billion (4.3% of AUM) NASDAQ: BSCQ: $1.0 billion (4.1% of AUM) NASDAQ: AAPL: $944.0 million (3.7% of AUM) NASDAQ: NVDA: $929.4 million (3.7% of AUM) As of May 19, 2026, BSCR shares were trading at $19.60, up about 4.5% over the past year -- trailing the S&P 500 by roughly 20 percentage points, and underperforming its Target Maturity category benchmark by roughly 0.2 percentage points. ETF overview Metric Value AUM $4.6 billion Dividend yield 4.29% Expense ratio 0.10% 1-year return (as of 5/19/26) 4.51% ETF snapshot The Invesco BulletShares 2027 Corporate Bond ETF (BSCR) is a target-maturity bond fund. The fund's time-defined structure appeals to investors seeking predictable ca...
What happened According to a recent SEC filing, Lido Advisors, LLC, increased its holding in the Invesco BulletShares 2027 Corporate Bond ETF (BSCR +0.05%) by 3,854,896 shares during the first quarter of 2026. Based on the average share price during the quarter, the estimated transaction value was approximately $76.0 million. What else to know After the purchase, BSCR accounts for 4.3% of Lido Adv...
What happened According to a recent SEC filing, Lido Advisors, LLC, increased its holding in the Invesco BulletShares 2027 Corporate Bond ETF (BSCR +0.05%) by 3,854,896 shares during the first quarter of 2026. Based on the average share price during the quarter, the estimated transaction value was approximately $76.0 million. What else to know After the purchase, BSCR accounts for 4.3% of Lido Advisors' 13F reportable assets under management -- making it the firm's second-largest holding. Top holdings after the filing: NYSE: SPY: $2.8 billion (11.0% of AUM) NASDAQ: BSCR: $1.4 billion (4.3% of AUM) NASDAQ: BSCQ: $1.0 billion (4.1% of AUM) NASDAQ: AAPL: $944.0 million (3.7% of AUM) NASDAQ: NVDA: $929.4 million (3.7% of AUM) As of May 19, 2026, BSCR shares were trading at $19.60, up about 4.5% over the past year -- trailing the S&P 500 by roughly 20 percentage points, and underperforming its Target Maturity category benchmark by roughly 0.2 percentage points. ETF overview Metric Value AUM $4.6 billion Dividend yield 4.29% Expense ratio 0.10% 1-year return (as of 5/19/26) 4.51% ETF snapshot The Invesco BulletShares 2027 Corporate Bond ETF (BSCR) is a target-maturity bond fund. The fund's time-defined structure appeals to investors seeking predictable cash flows and a known maturity date, distinguishing it from perpetual bond funds. Tracks the Invesco BulletShares Corporate Bond 2027 Index, providing exposure to a diversified portfolio of U.S. dollar-denominated, investment-grade corporate bonds with effective maturities in 2027. Holdings are rebalanced monthly, and the fund is set to mature in December 2027, at which point assets are distributed to shareholders -- offering investors a known end date and more predictable cash flows. The fund carries a 0.1% expense ratio, making it one of the more cost-efficient ways to access this corner of the bond market. What this transaction means for investors Lido Advisors is a large investment advisor managing tens of billions in ...
Russian President Vladimir Putin left Beijing with no sign of a breakthrough on a natural gas pipeline project with the potential to reshape global energy flows and geopolitics. Russia has been trying for years to reach a deal on the Power of Siberia 2 link that would more than double its current gas exports to China. Putin’s state visit to the capital was expected to feature discussions as the St...
Russian President Vladimir Putin left Beijing with no sign of a breakthrough on a natural gas pipeline project with the potential to reshape global energy flows and geopolitics. Russia has been trying for years to reach a deal on the Power of Siberia 2 link that would more than double its current gas exports to China. Putin’s state visit to the capital was expected to feature discussions as the Strait of Hormuz’s de-facto closure cast doubt on the long-term reliability of seaborne liquefied natural gas. “There is an understanding regarding all the key parameters for Power of Siberia 2,” Kremlin spokesman Dmitry Peskov told Russian media in Beijing. “There are just some details left to be finalized,” he said, adding that the timeframe for the link has not been determined. While Peskov called this “quite a big achievement,” in fact, officials in Moscow have been making similar statements for years. Such key details as pricing and volume flexibility for Power of Siberia 2 have yet to be decided and so far have proven to be stumbling blocks. Gazprom has said it would sell to China at prices lower than what the remaining clients in Europe pay. But China is wary of becoming overly dependent on a single gas supplier, and Russia is already one of its top energy sources. Discussions have accelerated since September , when Russia’s Gazprom PJSC said it signed a legally binding agreement to construct the link. China didn’t confirm a deal then, but in March said it aimed to make progress on a Russian gas pipeline during its five-year plan through 2030. The link would ship as much as 50 billion cubic meters a year from gas fields in western Siberia that until a few years ago had served dozens of European customers. That’s equivalent to more than 10% of current Chinese demand. The conduit would cross Mongolia. Read More: Why Iran War Is a Boost for Russia-China Gas Pipeline: Explainer The project would complement the existing Power of Siberia pipeline — which has a different traj...
Treasuries surged on investor optimism that the US and Iran were nearing a deal that could ease a rise in global energy prices. The rally pushed yields on two- to 10-year Treasuries lower by around 10 basis points on Wednesday after a White House pool report that US President Donald Trump said the US was in the “final stages” of talks with Iran. The Bloomberg Dollar Spot Index fell 0.3%. Trump sai...
Treasuries surged on investor optimism that the US and Iran were nearing a deal that could ease a rise in global energy prices. The rally pushed yields on two- to 10-year Treasuries lower by around 10 basis points on Wednesday after a White House pool report that US President Donald Trump said the US was in the “final stages” of talks with Iran. The Bloomberg Dollar Spot Index fell 0.3%. Trump said “we’ll see what happens” with Iran, adding that a deal will be made or “we’re going to do some things that are a little bit nasty, but hopefully that won’t happen,” according to the pool report. Read more: Trump Says US in ‘Final Stages’ of Talks With Iran: Pool Report Bond markets have been under pressure ever since the US and Israel attacked Iran in late February. With the Strait of Hormuz — a critical chokepoint for global energy flows — effectively closed, energy prices have surged, fanning inflationary pressures and sending yields soaring. That’s left investors on tenterhooks for a potential resolution to the conflict.