Himalaya Shipping Ltd. press release ( HSHP ) announces preliminary Q1 total operating revenues of $33.6 million. The company sees net income of $5.0 million and EBITDA of $24.5 million. More on Himalaya Shipping Ltd. Himalaya Shipping: I Missed The Boat - Upgrade To Buy Historical earnings data for Himalaya Shipping Ltd. Dividend scorecard for Himalaya Shipping Ltd. Financial information for Hima...
Himalaya Shipping Ltd. press release ( HSHP ) announces preliminary Q1 total operating revenues of $33.6 million. The company sees net income of $5.0 million and EBITDA of $24.5 million. More on Himalaya Shipping Ltd. Himalaya Shipping: I Missed The Boat - Upgrade To Buy Historical earnings data for Himalaya Shipping Ltd. Dividend scorecard for Himalaya Shipping Ltd. Financial information for Himalaya Shipping Ltd.
Andrew Harnik/Getty Images News Christopher Giancarlo, a former chair of the Commodity Futures Trading Commission, will join Jefferies Financial Group ( JEF ) this summer as a senior adviser focused on investment banking, according to a media report. He will start at the bank in July, Bloomberg News reported, citing an interview with Giancarlo. He expects to use his industry connections as a forme...
Andrew Harnik/Getty Images News Christopher Giancarlo, a former chair of the Commodity Futures Trading Commission, will join Jefferies Financial Group ( JEF ) this summer as a senior adviser focused on investment banking, according to a media report. He will start at the bank in July, Bloomberg News reported, citing an interview with Giancarlo. He expects to use his industry connections as a former regulator to help market participants connect in ways that would benefit Jefferies' banking business. Known as the “crypto dad” for his early advocacy of digital assets, he led the CFTC when the Chicago Board Options Exchange and CME Group ( CME ) introduced bitcoin futures contracts, which allowed so-called self-certification of bitcoin derivatives. "There's nobody really in the space that I can't connect with," Giancarlo told Bloomberg. " So I like to think that I’ve got convening power… As Jefferies continues to build on what it’s already built is a very good platform in the digital asset space, I can help them continue to route that out." Giancarlo was originally nominated as a CFTC commissioner by President Barack Obama in 2013 and was appointed by President Donald Trump to serve as chairman in August 2017. He served in that role for just under two years. He serves on boards of several crypto-related companies, including stablecoin issuer Paxos, Bloomberg said. Furthermore, he's a senior strategic adviser to Patomak Global Partners, a consultancy formed by U.S. Securities and Exchange Commission Chairman Paul Atkins, an adviser to digital-asset bank Sygnum Bank, and an adviser to the Digital Chamber, a trade group dedicated to U.S. blockchain and crypto policy. Jefferies ( JEF ) did not immediately respond to Seeking Alpha's request for comment. More on Jefferies Financial Group Jefferies: Wall Street Booms, But Private Credit Woes Weigh Jefferies: Credit Concerns Overshadow Discounted Valuation Jefferies prices $1.1B senior notes offering Jefferies discloses $42.8M ...
Listen and subscribe to Trillions on Apple , Spotify , iHeart and the Bloomberg Terminal. What if you invested at literally the worst possible moments in market history? According to Ben Carlson, co-host of the Animal Spirits podcast and adviser at Ritholtz Wealth Management, even the world’s worst market timer could still become rich. Carlson’s new book, Risk & Reward , explores why long-term inv...
Listen and subscribe to Trillions on Apple , Spotify , iHeart and the Bloomberg Terminal. What if you invested at literally the worst possible moments in market history? According to Ben Carlson, co-host of the Animal Spirits podcast and adviser at Ritholtz Wealth Management, even the world’s worst market timer could still become rich. Carlson’s new book, Risk & Reward , explores why long-term investing remains so psychologically difficult. On this episode of Trillions , Eric Balchunas and Joel Weber speak with Carlson about his new book, which implores you to stop panicking and stay the course. They discuss the genius of boring index funds, “fun accounts” as a behavioral release valve, whether buffer exchange-traded funds are financial Xanax and how the ETF wrapper may help turn tax efficiency into the new alpha. They also drill into Carlson’s other big launch: Goaltender (GTND), a new ETF from Ritholtz, and go over why wealth managers are becoming ETF issuers. Money goes where it’s treated best. That simple truth is a big reason why more and more money (trillions of dollars, in fact) flows into a powerful, low-cost tool that’s quietly transformed investing. Exchange-traded funds let you invest in everything from the stock market to gold like never before. This biweekly podcast will demystify them—and hopefully delight you in the process.
Netflix (NFLX +0.39%) and Booking Holdings (BKNG 0.86%) are two of the most prominent corporations on Wall Street that conducted stock splits over the past year. This hasn't helped either company beat the market. Both have significantly lagged broader equities over this period. However, Netflix and Booking Holdings have qualities that may allow them to turn things around and deliver competitive re...
Netflix (NFLX +0.39%) and Booking Holdings (BKNG 0.86%) are two of the most prominent corporations on Wall Street that conducted stock splits over the past year. This hasn't helped either company beat the market. Both have significantly lagged broader equities over this period. However, Netflix and Booking Holdings have qualities that may allow them to turn things around and deliver competitive returns over the next decade, making them attractive buys on the dip. Here's the rundown. 1. Netflix A lot has happened with Netflix over the past year. The company tried -- and failed -- to acquire Warner Bros., an attempt that some investors, analysts, and lawmakers opposed. It also raised its prices once again, which wasn't well received. Elsewhere, Netflix's co-founder, former CEO, and executive chairman, Reed Hastings, announced that he will not seek reelection to the board of directors, marking the first time since Netflix's founding that he will not have a role within the company. Before all that, though, Netflix conducted a 10-for-1 stock split, which took effect on Nov. 17. The stock is currently trading at around $88 per share, down 25% over the past 12 months. Netflix's most recent financial results have a lot to do with that. When announcing its first-quarter update on April 16, the company's guidance came in below expectations, sending the stock price sharply lower. Expand NASDAQ : NFLX Netflix Today's Change ( 0.39 %) $ 0.34 Current Price $ 88.43 Key Data Points Market Cap $371B Day's Range $ 87.53 - $ 88.95 52wk Range $ 75.01 - $ 134.12 Volume 225K Avg Vol 44M Gross Margin 49.44 % Can Netflix bounce back? I believe so. The company still has a massive addressable market in the streaming industry, which commands less than 50% of television viewing time in the U.S., according to Nielsen. Netflix's basic blueprint hasn't changed, but the company has evolved. It is increasingly entering corners of the streaming market, such as live sports and long-form video podcast...
steverts/iStock via Getty Images Since my last Alphabet ( GOOG ) ( GOOGL ) analysis , the stock has rallied 21% in price. I am not buying at this juncture, even though momentum is strong, because I consider Alphabet to be overvalued. I also believe that it was at the valuation limit in November 2025 when Berkshire Hathaway ( BRK.A ) ( BRK.B ) disclosed its stake, but this did not matter much as it...
steverts/iStock via Getty Images Since my last Alphabet ( GOOG ) ( GOOGL ) analysis , the stock has rallied 21% in price. I am not buying at this juncture, even though momentum is strong, because I consider Alphabet to be overvalued. I also believe that it was at the valuation limit in November 2025 when Berkshire Hathaway ( BRK.A ) ( BRK.B ) disclosed its stake, but this did not matter much as it gave it the "Buffett Premium," i.e., the ironic overvaluation that turns a compounder into a luxury asset, much like Apple ( AAPL ) did during Berkshire's predominant holding period. This might make for strong sentiment; it does not make for a fairly valued equity. Since its initial purchase, Berkshire has tripled its Alphabet stake, which was disclosed in a 13F filing on May 15, 2026. I admit, Alphabet's full-stack AI position justifies a premium valuation, but Berkshire's ownership risks turning legitimate quality into Apple-like valuation effects that I prefer to avoid. It's fine for Berkshire at a $1.04T valuation that needs to make large, concentrated bets (far different from Buffett's early-stage cigar-butt investing), but this is late-stage elite allocation, not early-stage inefficiency discovery. Alphabet's AI Stack Is Worth A Lot First, I'll look at the main positive, which is a strong AI positioning. Alphabet is vertically integrating AI with data centers, power procurement, custom TPUs, AI Hypercomputer, Gemini models, Vertex AI, and even Waymo, all alongside the business power of Search, YouTube, Cloud, and advertising. Alphabet will probably end up in a situation where it can attack cost-per-inference at scale inside its own ecosystem, instead of being dependent on Nvidia ( NVDA ) economics forever. Alphabet's TPU v4 research showed 2.7x better performance per watt than its TPU v3. Alphabet owns both AI demand and AI supply, with Search and YouTube cornering mass consumer intent. Android, Chrome, Gmail, and Workspace also provide what is now default distributi...
steverts/iStock via Getty Images Since my last Alphabet ( GOOG ) ( GOOGL ) analysis , the stock has rallied 21% in price. I am not buying at this juncture, even though momentum is strong, because I consider Alphabet to be overvalued. I also believe that it was at the valuation limit in November 2025 when Berkshire Hathaway ( BRK.A ) ( BRK.B ) disclosed its stake, but this did not matter much as it...
steverts/iStock via Getty Images Since my last Alphabet ( GOOG ) ( GOOGL ) analysis , the stock has rallied 21% in price. I am not buying at this juncture, even though momentum is strong, because I consider Alphabet to be overvalued. I also believe that it was at the valuation limit in November 2025 when Berkshire Hathaway ( BRK.A ) ( BRK.B ) disclosed its stake, but this did not matter much as it gave it the "Buffett Premium," i.e., the ironic overvaluation that turns a compounder into a luxury asset, much like Apple ( AAPL ) did during Berkshire's predominant holding period. This might make for strong sentiment; it does not make for a fairly valued equity. Since its initial purchase, Berkshire has tripled its Alphabet stake, which was disclosed in a 13F filing on May 15, 2026. I admit, Alphabet's full-stack AI position justifies a premium valuation, but Berkshire's ownership risks turning legitimate quality into Apple-like valuation effects that I prefer to avoid. It's fine for Berkshire at a $1.04T valuation that needs to make large, concentrated bets (far different from Buffett's early-stage cigar-butt investing), but this is late-stage elite allocation, not early-stage inefficiency discovery. Alphabet's AI Stack Is Worth A Lot First, I'll look at the main positive, which is a strong AI positioning. Alphabet is vertically integrating AI with data centers, power procurement, custom TPUs, AI Hypercomputer, Gemini models, Vertex AI, and even Waymo, all alongside the business power of Search, YouTube, Cloud, and advertising. Alphabet will probably end up in a situation where it can attack cost-per-inference at scale inside its own ecosystem, instead of being dependent on Nvidia ( NVDA ) economics forever. Alphabet's TPU v4 research showed 2.7x better performance per watt than its TPU v3. Alphabet owns both AI demand and AI supply, with Search and YouTube cornering mass consumer intent. Android, Chrome, Gmail, and Workspace also provide what is now default distributi...
Chip Somodevilla/Getty Images News China is delaying a possible visit by the Pentagon’s top policy official as Beijing pressures President Donald Trump over a proposed $14 billion weapons package for Taiwan, the Financial Times reported Thursday, citing people familiar with the discussions. Elbridge Colby, the under-secretary of defense for policy, has explored a summer trip to Beijing with Chines...
Chip Somodevilla/Getty Images News China is delaying a possible visit by the Pentagon’s top policy official as Beijing pressures President Donald Trump over a proposed $14 billion weapons package for Taiwan, the Financial Times reported Thursday, citing people familiar with the discussions. Elbridge Colby, the under-secretary of defense for policy, has explored a summer trip to Beijing with Chinese officials. But Chinese authorities have indicated they are unwilling to approve the visit until Trump decides whether to move forward with the arms sale. The administration had prepared the package earlier this year following an $11.1 billion Taiwan arms sale announced in December, a move that angered Beijing and was said to lead China to suspend earlier talks with Colby about a trip. Trump added to the uncertainty after meeting Chinese President Xi Jinping last week. In an interview with Fox News, he said the weapons package was being kept “on hold” and described it as a useful bargaining tool in negotiations with China. He later declined to confirm whether he would ultimately approve the sale, raising concerns in Taiwan. The proposed package is said to include Patriot missile interceptors and NASAMS air defense systems. The administration had planned to notify Congress about the sale in February, but delayed the move after objections from Beijing. Trump also suggested he may speak with Taiwanese President Lai Ching-te. No sitting U.S. president has publicly spoken with a Taiwanese leader since Washington shifted diplomatic recognition from Taipei to Beijing in 1979, although Trump spoke with then-Taiwanese President Tsai Ing-wen after winning the 2016 election. Analysts said Beijing may try to use future visits by U.S. defense officials as leverage to delay or weaken additional arms support for Taiwan, the FT reported. Zack Cooper, an Asia security specialist at the American Enterprise Institute, said China would likely use any future trip by Colby or Defense Secretary ...
Broadridge Financial Solutions ( BR ) declares $0.975/share quarterly dividend , in line with previous. Forward yield 2.64% Payable July 2; for shareholders of record June 12; ex-div June 12. See BR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Broadridge Financial Solutions Broadridge Financial: The Unpriced AI And Tokenization Margin Revolution Broadridge Financial Solutions, Inc. ...
Broadridge Financial Solutions ( BR ) declares $0.975/share quarterly dividend , in line with previous. Forward yield 2.64% Payable July 2; for shareholders of record June 12; ex-div June 12. See BR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Broadridge Financial Solutions Broadridge Financial: The Unpriced AI And Tokenization Margin Revolution Broadridge Financial Solutions, Inc. (BR) Presents at 21st Annual Needham Technology, Media, & Consumer Conference Transcript Broadridge Financial Solutions, Inc. (BR) Q3 2026 Earnings Call Transcript Broadridge prices $500M of 5.75% senior notes due 2036 Broadridge targets at or above 7% recurring revenue growth and 10% to 12% adjusted EPS growth while cutting sales outlook to $240M-$290M
For Immediate Release Chicago, IL – May 21, 2026 – Stocks in this week’s article are NVIDIA Corp. NVDA and Micron Technology, Inc. MU. Profitable Picks: Why NVIDIA & Micron Stand Out As the stock market continues to fluctuate, investors should avoid panic and instead prefer investing in companies that deliver solid returns after covering both operating and non-operating costs. Consistently profita...
For Immediate Release Chicago, IL – May 21, 2026 – Stocks in this week’s article are NVIDIA Corp. NVDA and Micron Technology, Inc. MU. Profitable Picks: Why NVIDIA & Micron Stand Out As the stock market continues to fluctuate, investors should avoid panic and instead prefer investing in companies that deliver solid returns after covering both operating and non-operating costs. Consistently profitable companies are often viewed as more appealing than those running at a loss. To evaluate profitability, investors rely on accounting ratios that measure a company's bottom-line performance. With that in mind, NVIDIA Corp. and Micron Technology, Inc. stand out as the top profitable stock picks, supported by robust net income ratios and substantial upside potential. NVIDIA and Micron's shares have soared 65.5% and 592.4%, respectively, over the past year. Net Income Ratio Explained for Investors The net income ratio indicates a company's exact level of profitability. It reflects the percentage of net income relative to total sales revenues. Using the net income ratio, one can determine a firm's effectiveness in covering operating and non-operating expenses from revenues. A higher net income ratio usually implies a company's ability to generate sufficient revenues and manage all business functions effectively. Here are two of the 33 stocks that qualified for the screening: NVIDIA NVIDIA is a global computing infrastructure company offering graphics, compute and networking solutions (read more: NVIDIA vs. TSMC: One AI Stock Is a Clear Buy Right Now). NVIDIA currently has a Zacks Rank #2. The 12-month net profit margin of NVDA is 55.6%. Micron Technology Micron Technology is a provider of memory and storage products globally (read more: Missed NVIDIA? This AI Stock Up 600%+ Could Be the Biggest 2026 Winner). At present, Micron has a Zacks Rank #1. The 12-month net profit margin of MU is 41.5%. For the rest of this Screen of the Week article please visit Zacks.com at: https://w...
Private credit managers are increasingly turning to the once-unthinkable: Trading in and out of loans to dump troubled assets and hunt for bargains amid the industry’s first stress test after years of breakneck growth. A number of business development companies are looking to trim software exposure as concern mounts over AI-driven disruption, according to people with knowledge of the matter. Other...
Private credit managers are increasingly turning to the once-unthinkable: Trading in and out of loans to dump troubled assets and hunt for bargains amid the industry’s first stress test after years of breakneck growth. A number of business development companies are looking to trim software exposure as concern mounts over AI-driven disruption, according to people with knowledge of the matter. Others are moving in the opposite direction, building positions in discounted loans that rarely traded hands in the past. Apollo Global Management Inc. and KKR & Co. are among the firms that have been active in the market in recent weeks, the people said, asking not to be identified because the information is confidential. Even more opportunistic players like Diameter Capital Partners are jumping in, scooping up assets as sellers emerge. The change underscores how rapidly conditions are shifting in the $1.8 trillion private credit industry. Until recently, many managers viewed trading loans to new investors as almost taboo , arguing it threatened the tightly controlled lender groups and price stability that helped distinguish direct lending from public markets. But as funds grapple with surging redemption requests and banks mark down loans pledged as collateral for financing facilities, some are re-thinking those long-held views. “Secondaries are something you’re going to hear a lot about for the next few years,” Scott Goodwin , co-founder of Diameter, said last week on stage at the Sohn Investment Conference. He added that Diameter has completed 15 trades in the past two months alone, and anticipates between $150 billion and $200 billion of selling across the secondary private credit market. The opportunity set “is going to be expansive,” he said. Representatives for Apollo and KKR declined to comment on their loan trading activity. JPMorgan Private-Credit Trading Push Takes Off After Slow Start Apollo Is Emerging as the Early Winner From Private Credit Panic Private Credit Fun...