Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Materion Corp (Symbol: MTRN), where a total of 1,686 contracts have traded so far, representing approximately 168,600 underlying shares. That amounts to about 77.8% of M
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Materion Corp (Symbol: MTRN), where a total of 1,686 contracts have traded so far, representing approximately 168,600 underlying shares. That amounts to about 77.8% of M
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Dave Inc (Symbol: DAVE), where a total of 3,609 contracts have traded so far, representing approximately 360,900 underlying shares. That amounts to about 68.3% of DAVE's
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Dave Inc (Symbol: DAVE), where a total of 3,609 contracts have traded so far, representing approximately 360,900 underlying shares. That amounts to about 68.3% of DAVE's
Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Jefferies Group Inc. (Symbol: JEF), where a total volume of 32,065 contracts has been traded thus far today, a contract volume which is representative of approxi
Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Jefferies Group Inc. (Symbol: JEF), where a total volume of 32,065 contracts has been traded thus far today, a contract volume which is representative of approxi
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Kratos Defense & Security Solutions, Inc. (Symbol: KTOS), where a total of 25,769 contracts have traded so far, representing approximately 2.6 million underlying shar
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Kratos Defense & Security Solutions, Inc. (Symbol: KTOS), where a total of 25,769 contracts have traded so far, representing approximately 2.6 million underlying shar
Eoneren/E+ via Getty Images As we move into the third month of 2026 amidst tense geopolitical conditions, b elow is a list of the best performing 10 healthcare stocks with market capitalizations of $10B or more in the past one month. The list is ranked based on price performance. The list is topped by ImmunityBio ( IBRX ), with an impressive gain of 64.37%. DaVita ( DVA ) and Tenet Healthcare ( TH...
Eoneren/E+ via Getty Images As we move into the third month of 2026 amidst tense geopolitical conditions, b elow is a list of the best performing 10 healthcare stocks with market capitalizations of $10B or more in the past one month. The list is ranked based on price performance. The list is topped by ImmunityBio ( IBRX ), with an impressive gain of 64.37%. DaVita ( DVA ) and Tenet Healthcare ( THC ) follow as the next highest-ranking stocks. Notably, DaVita ( DVA ) holds the strongest Quant Rating on the list at 4.80, earning a Strong Buy recommendation. The list also features strong performers like The Ensign Group ( ENSG ) and McKesson ( MCK ), which posted gains of 24.52% and 18.36% respectively. The rankings represent a variety of healthcare industries, including Biotechnology, Health Care Facilities, Health Care Services, Pharmaceuticals, and Health Care Equipment. Here is the list: ImmunityBio ( IBRX ), 1 month performance percentage: 64.37% DaVita ( DVA ), 1 month performance percentage: 48.00% Tenet Healthcare ( THC ), 1 month performance percentage: 26.56% The Ensign Group ( ENSG ), 1 month performance percentage: 24.52% McKesson ( MCK ), 1 month performance percentage: 18.36% Moderna ( MRNA ), 1 month performance percentage: 17.87% Quest Diagnostics Incorporated ( DGX ), 1 month performance percentage: 15.02% Merck & Co., Inc. ( MRK ), 1 month performance percentage: 14.73% Zimmer Biomet Holdings, Inc. ( ZBH ), 1 month performance percentage: 14.48% Encompass Health ( EHC ), 1 month performance percentage: 13.89% Health Care ETFs: ( XLV ), ( VHT ), ( IHI ), ( IXJ ), ( IYH ), ( FHLC ), and ( FXH ) More on healthcare stocks Sector Rotation: Healthcare XLV Should Be The Next Stop ImmunityBio: Disconnect Between Clinical Progress And Stock Performance VT: Still The Best Approach To Passive Investing Notable healthcare headlines for the week: Viatris, Novo Nordisk, and Gilead Sciences in focus Notable healthcare headlines for the week: J&J, Masimo and Bayer in...
Claude climbs to top of app store charts in US and UK after being blacklisted by Pentagon over ethics concerns The AI model Claude has surged in popularity after being blacklisted by the Pentagon last week over ethics concerns. Claude climbed to the No 1 spot on Apple’s chart of top free apps on Saturday in the US – dethroning OpenAI’s ChatGPT, just one day after the Pentagon tapped OpenAI to supp...
Claude climbs to top of app store charts in US and UK after being blacklisted by Pentagon over ethics concerns The AI model Claude has surged in popularity after being blacklisted by the Pentagon last week over ethics concerns. Claude climbed to the No 1 spot on Apple’s chart of top free apps on Saturday in the US – dethroning OpenAI’s ChatGPT, just one day after the Pentagon tapped OpenAI to supply AI to classified military networks. The bot’s app climbed the iPhone app charts in the UK but did not beat out ChatGPT. Claude also raced up the Android charts in the US and UK, though ChatGPT reigned supreme, according to data from Sensor Tower . Continue reading...
matdesign24/iStock via Getty Images Individual investors’ allocations to bonds increased while stock and cash allocations decreased in the February AAII Asset Allocation Survey. Stock and stock fund allocations decreased 0.8 percentage points to 69.4%. Stock and stock fund allocations are above their historical average of 61.5% for the 69th consecutive month. Bond and bond fund allocations increas...
matdesign24/iStock via Getty Images Individual investors’ allocations to bonds increased while stock and cash allocations decreased in the February AAII Asset Allocation Survey. Stock and stock fund allocations decreased 0.8 percentage points to 69.4%. Stock and stock fund allocations are above their historical average of 61.5% for the 69th consecutive month. Bond and bond fund allocations increased 1.0 percentage points to 16.4%. Bond and bond fund allocations are above their historical average of 16.0% for the first time in five months. Cash allocations decreased 0.2 percentage points to 14.2%. Cash allocations are below their historical average of 22.5% for the 39th consecutive month. February AAII Asset Allocation Survey results: Stocks and Stock Funds: 69.4%, down 0.8 percentage points Bonds and Bond Funds: 16.4%, up 1.0 percentage points Cash: 14.2%, down 0.2 percentage points February AAII Asset Allocation Survey details: Stocks: 30.7%, up 1.6 percentage points Stock Funds: 38.7%, down 2.4 percentage points Bonds: 5.2%, up 0.6 percentage points Bond Funds: 11.2%, up 0.4 percentage points Historical averages: Stocks/Stock Funds: 61.5% Bonds/Bond Funds: 16.0% Cash: 22.5% The AAII Asset Allocation Survey has been conducted monthly since November 1987 and asks AAII members what percentage of their portfolios are allocated to stocks, stock funds, bonds, bond funds and cash. The survey and its results are available online at: AAII Member Surveys | AAII . If you want to become an effective manager of your own assets and achieve your financial goals, consider a risk-free 30-day Trial AAII Membership .
Ares Management Corp. closed an $850 million deal that allowed an asset that its private equity business bought in 2018 to be rolled into a new vehicle. Leonard Green & Partners was the lead investor in the fund, which holds systems integrator Convergint Technologies, while Goldman Sachs Group Inc. ’s alternatives business also contributed, according to an emailed statement. Read More: Leonard Gre...
Ares Management Corp. closed an $850 million deal that allowed an asset that its private equity business bought in 2018 to be rolled into a new vehicle. Leonard Green & Partners was the lead investor in the fund, which holds systems integrator Convergint Technologies, while Goldman Sachs Group Inc. ’s alternatives business also contributed, according to an emailed statement. Read More: Leonard Green Leads $1 Billion Ares Continuation Fund Private equity businesses are increasingly turning to continuation funds to hold assets for longer amid a sluggish dealmaking environment, allowing them to return capital to investors and raise fresh cash. The market for secondaries has been on a tear amid a slowdown in deals and fundraising, hitting a record $240 billion of volume last year, according to a report from Jefferies Financial Group Inc. Ares said one of its private equity funds “made a substantial new investment in Convergint,” which installs and services security and safety systems. The firm’s funds “will continue to hold a shared control position” in the company alongside Leonard Green and Harvest Partners. Ares sold a stake in the business to Leonard Green and Harvest Partners in 2021.
Getty Images By Benjamin Jones, Global Head of Research, Strategy & Insights; Paul Jackson, Global Head of Asset Allocation Research, Global Thought Leadership; Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights Over the weekend, the United States and Israel launched a coordinated military assault on Iran. Iran retaliated with missile and drone strikes on US military inst...
Getty Images By Benjamin Jones, Global Head of Research, Strategy & Insights; Paul Jackson, Global Head of Asset Allocation Research, Global Thought Leadership; Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights Over the weekend, the United States and Israel launched a coordinated military assault on Iran. Iran retaliated with missile and drone strikes on US military installations across the region. What could this emerging situation mean for markets? A core tenet to our view is that markets typically look past geopolitical events unless they materially alter economic fundamentals. To help determine what might come next, we offer four possible scenarios for what we could face in the coming weeks and explore the possible reaction of various asset classes. What we know so far about the conflict As we write this on Sunday, March 1, this is what we understand the current situation to be. Early on Saturday morning, the United States and Israel launched a coordinated military assault on Iran. The scale of these strikes was larger than we’ve seen in the recent past, and Iranian state television has confirmed Supreme Leader Ayatollah Ali Khamenei was killed. Iran has retaliated with missile and drone strikes on US military installations across the region. Civilian areas have been hit in Dubai and Doha, but it is not clear whether these were targeted explicitly. We have not seen any reports of oil facilities across the region being hit or disrupted at this point. Iranian media claims the Strait of Hormuz is effectively closed, though the state hasn’t issued an official blockade. A few ships have been attacked, and the latest we have seen is that many are starting to drop anchor rather than travel through the Strait at this time. What could happen next? US President Donald Trump and Israeli Prime Minister Benjamin Netanyahu have stated they are pursuing regime change. This means it is not clear what would allow them to quickly declare victory and de-...
Earnings Call Insights: Kosmos Energy Ltd. (KOS) Q4 2025 Management View CEO Andrew Inglis reaffirmed Kosmos' core priorities: "We're growing production from our core assets. We're laser-focused on cost reduction, and we're targeting a meaningful reduction in debt this year. We're doing all of this while high-grading our portfolio to drive down the overall breakeven of the company." Inglis highlig...
Earnings Call Insights: Kosmos Energy Ltd. (KOS) Q4 2025 Management View CEO Andrew Inglis reaffirmed Kosmos' core priorities: "We're growing production from our core assets. We're laser-focused on cost reduction, and we're targeting a meaningful reduction in debt this year. We're doing all of this while high-grading our portfolio to drive down the overall breakeven of the company." Inglis highlighted the extension of Ghana licenses to 2040, ongoing production growth at Jubilee and GTA, and enhancements to the balance sheet, including the completion of a $350 million bond and additional oil price hedges. The CEO announced the sale of producing assets in Equatorial Guinea to accelerate debt paydown and further cost reductions. CFO Neal Shah stated, "We made a lot of progress with CapEx of $290 million, a year-on-year reduction of almost 70% and the lowest since 2017. We expect 2026 CapEx to remain around these multiyear lows and in line with 2025 when excluding the TEN FPSO purchase in Ghana." Shah added, "We have been actively working to enhance the balance sheet, paying down near-term maturities, adding liquidity, increasing our hedging and reducing costs. We are pleased to have completed the $350 million Nordic bond in January." Outlook Kosmos' agenda for 2026 remains focused on production growth, cost reductions, and debt reduction. "On production, we want to deliver 15% production growth year-on-year coming predominantly from our core, Jubilee and GTA assets. Alongside that, we plan to deliver a 20% reduction in total operating costs. We expect the combination of higher production and lower costs to reduce OpEx per barrel by around 35%. That increasing margin, combined with our portfolio high grading should allow us to reduce net debt by at least 10% with scope to do better," said CEO Inglis. The company forecasts Jubilee production in the range of 70,000 to 80,000 barrels of oil per day gross, with current performance supporting the upper end of the range and a...
Dividend stocks are having a moment. With the stock market off to a rocky start so far this year, investors have been turning to the securities for income and perceived safety. The latest bouts of volatility came Monday following air strikes on Iran by the United States and Israel over the weekend. Also weighing on investors this year are fears that artificial intelligence will disrupt certain ind...
Dividend stocks are having a moment. With the stock market off to a rocky start so far this year, investors have been turning to the securities for income and perceived safety. The latest bouts of volatility came Monday following air strikes on Iran by the United States and Israel over the weekend. Also weighing on investors this year are fears that artificial intelligence will disrupt certain industries, and recent worries about stagflation. Dividend aristocrats, or companies that have boosted their payouts in each of the past 25 years, are among the strategies outperforming the broader market in 2026. The ProShares S & P 500 Dividend Aristocrats ETF is up 10% so far this year, compared to a gain of less than 1% for the S & P 500 . NOBL .SPX YTD line The ProShares S & P 500 Dividend Aristocrats ETF is outperforming the S & P 500 year to date. The performance of dividend stocks can be attributed to "investor preference for non-Tech companies, as well as dividends' defensive nature," Wolfe Research analyst Chris Senyek said in a note Friday. Software stocks, in particular, have been hit hard over concerns about artificial intelligence damaging their businesses. On Friday, they tumbled after digital-payments company Block said it would cut more than 4,000 employees citing AI, stoking fears that the new technology will wipe out jobs. With dividend stocks in favor, CNBC Pro screened for Dividend Aristocrat stocks that are loved by Wall Street analysts. Each one must be a member of the ProShares S & P 500 Dividend Aristocrats ETF, have a dividend yield of 1.5% or more — above the S & P 500 yield of 1.1% -- and boast buy ratings from more than half the analysts covering the stock. Two stocks that made the cut just announced dividend increases in February: Coca-Cola and NextEra Energy . Coca-Cola lifted its quarterly payout by 4% to 53 cents per share, payable April 1 to shareholders of record as of March 13. It marks the 64th consecutive year of increases for the soft dri...
A federal appeals court rejected the Trump administration's attempt to pause the legal fight over refunds of billions of dollars in tariffs that the Supreme Court ruled as illegal last month, according to media reports. The U.S. Court of Appeals for the Federal Circuit initiated the next phase of the legal proceedings by sending the case back to the U.S. Court of International Trade to come up wit...
A federal appeals court rejected the Trump administration's attempt to pause the legal fight over refunds of billions of dollars in tariffs that the Supreme Court ruled as illegal last month, according to media reports. The U.S. Court of Appeals for the Federal Circuit initiated the next phase of the legal proceedings by sending the case back to the U.S. Court of International Trade to come up with a refund process, the Associated Press reported. The decision denied the U.S. Department of Justice's request on Friday to pause the process for 90 days. Last month, the Supreme Court ruled that President Donald Trump did not have the authority to impose the sweeping tariffs he declared through the International Emergency Economic Powers Act. The ruling, though, didn't order the government to refund the tariffs or provide any guidance on how the government could return the money it collected. The U.S. Treasury has collected more than $130B from tariffs by mid-December, the A P said, but the U.S. could be responsible for refunds worth ~$175B, the Penn Wharton Budget Model calculated. Siddartha Rao , a partner at law firm Hoguet Newman Regal & Kenney, told the AP that lots of clients have been calling the firm with questions. “We are somewhat in uncharted territory,” he said. One major consideration is how the government will pay for the refunds. "T his is a Treasury problem, and it may very well be that the administration is reimposing tariffs for the reasons that it’s cited … it’s important for strategic trade agreements and for bargaining power and all of that," Rao told the AP. "But it also might be that they need to raise revenue to pay out refunds." Last week, Trump called for the re-adjudication of the Supreme Court's decision, but that's a request the high court almost never grants, Bloomberg reported . Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussio...
Prime minister does not believe US has a plan beyond ‘shock and awe’ stage, as some MPs dread what lies ahead • US-Israel war on Iran – live updates • What we know so far on day three of the Iran war • A visual guide to strikes on Iran and Tehran’s response Tony Blair’s support for the US invasion of Iraq in 2003 has long loomed like a spectre over the Labour party. It was present in 2013 when Ed ...
Prime minister does not believe US has a plan beyond ‘shock and awe’ stage, as some MPs dread what lies ahead • US-Israel war on Iran – live updates • What we know so far on day three of the Iran war • A visual guide to strikes on Iran and Tehran’s response Tony Blair’s support for the US invasion of Iraq in 2003 has long loomed like a spectre over the Labour party. It was present in 2013 when Ed Miliband as opposition leader voted to block UK military action against the Syrian regime. Continue reading...
Madmaxer/iStock via Getty Images I recently wrote an article about Operation Epic Fury and why I believe the stock market could see a relief rally in the coming days. It seems counterintuitive in some ways to suggest that stocks could rally, especially since the knee-jerk reaction to war breaking out in the Middle East is to buy oil and gold. I am seeing social media posts and articles about how o...
Madmaxer/iStock via Getty Images I recently wrote an article about Operation Epic Fury and why I believe the stock market could see a relief rally in the coming days. It seems counterintuitive in some ways to suggest that stocks could rally, especially since the knee-jerk reaction to war breaking out in the Middle East is to buy oil and gold. I am seeing social media posts and articles about how oil prices could surge and cause significant economic damage. The main risk of a super spike in oil prices seems to be associated with the potential risk of Iran closing the Strait of Hormuz. Since the vast majority of Middle East oil travels through that narrow waterway, it is a choke point for the world's oil supplies. Another oil price spike scenario could entail damage to Iran's Kharg Island facilities or to the major oil facilities in neighboring countries. Of course, these possibilities can't be ruled out, and if this war escalates and becomes a regional war, oil and gold could surge on all of this uncertainty and take stocks down in the process. The risks of these types of events are always something to consider, albeit even more so now with tensions heightened. However, I think that while these risks appear elevated now, they make the actual chance of a peace deal or de-escalation more likely than ever. With this in mind, let's take a closer look at why I believe any oil and gold price spikes could be an opportunity to sell into strength and why oil and gold prices are more likely to decline in the coming days and weeks. Note: I’m mindful of the heavy human and political weight of current events, but for the purpose of this piece, I’m keeping the focus strictly on the market side of things. The goal here is to provide a clear-eyed look at the economic impacts, independent of the broader headlines. Key Recent Developments With Operation Epic Fury The initial stages of Operation Epic Fury seem to have surprised and overwhelmed Iranian leadership. Reports have confirmed...
Hiroshi Watanabe/DigitalVision via Getty Images FS KKR Capital Corp ( FSK ) traded down to $10.80 last week. Whether it pays 48 cents quarterly (17.8% annualized) or only the 45 cents it now calls its base distribution, FSK now trades at a roughly 48.3% discount to the $20.89 year-end NAV. But FSK is not buying back stock nor conducting a tender offer that would dent the Advisor’s base to collect ...
Hiroshi Watanabe/DigitalVision via Getty Images FS KKR Capital Corp ( FSK ) traded down to $10.80 last week. Whether it pays 48 cents quarterly (17.8% annualized) or only the 45 cents it now calls its base distribution, FSK now trades at a roughly 48.3% discount to the $20.89 year-end NAV. But FSK is not buying back stock nor conducting a tender offer that would dent the Advisor’s base to collect fees on. My primary competency is 1940 Act Companies, inclusive of Closed-End Funds (“CEFs”) and Business Development Companies (“BDCs”). I have no bias for or against Private Credit, but there is a great deal of risk in Private Credit BDCs. I must be conscious not only of liquidity, leverage, PIK, and default issues. I also must ask myself how sure I am that FSK won’t return to the 67% discount to NAV at which it traded during the Covid crisis. Q&A participants repeatedly questioned subjects like NAV accretive buybacks and the absence of look-back provisions on the incentive fee last week. When these subjects fall on deaf ears, discounts tend to grow. I am long FSK, but I need to be clear: FSK equally fits the prospect of a long-term value trap (a sell) and an Activism candidate (a speculative buy). It is important to assess both possibilities. First, I want to share a baseline alternative for what I see as more straightforward risk-adjusted alpha within Fixed Income. An efficient baseline alternative is useful to assess the risk/reward inherent to a far riskier yield play like FSK. What Are Safer Alternatives That Generate Good Yield, Because FSK's 17.7% Current Yield Can Be Considered An Obvious Red Flag? For the vast majority of my fixed income, I avoid managed products and their fee drains entirely. I pick up a great deal of yield over CDs or government bonds by buying 1940 Act Protected Preferreds issued by Closed End Funds (“CEFs”). Completely different animal than corporate preferreds or common shares of CEFs. With 1940 Act Preferreds, I have an expense ratio of zer...