Latest News
Dividend ETFs: Sector Mix Drives Performance, Not Just Yield
FDVV's five-year NAV return beat SCHD by 5.12 percentage points, but yield differences stem from sector exposure. RDVY offers growth but low income.
Salesforce Buyback Outshines Institutional Moves, Shares Rise
Salesforce shares gain 2.1% as its $25B buyback program dwarfs recent institutional purchases revealed in 13F filings, highlighting the company's capital return focus.
Strategy's Bitcoin Sale Below Cost Raises Funding Model Questions
Strategy sold 1,638 BTC below cost, using proceeds and new share issuance to repurchase preferred stock, highlighting a pivot from pure Bitcoin accumulation.
TSMC Stake Filings Show Slowing Buy Pace in Latest Quarter
Recent alerts on TSMC (TSM) stakes reflect March positions, but Positano's June filing shows buying slowed sharply. Q2 results were strong, yet position data lags.
Quantum Stocks Rally Pre-Earnings as Revenue Gaps Test Valuations
IonQ, D-Wave, and Rigetti shares rallied Monday ahead of earnings, but Benchmark's upside target fell as revenue concentration concerns mount.
TG Therapeutics Stock Drops 9.8% Despite Strong BRIUMVI Sales as Costs Surge
TG Therapeutics shares fell 9.8% as Q2 revenue rose 70% but operating income declined 38% on surging costs. Guidance raised modestly.
Micron Shares Slide as China Capacity Fears Trump DRAM Price Gains
Micron (NASDAQ:MU) dropped 3.5% despite DRAM spot price gains, as worries over Chinese rival CXMT's capacity expansion overshadowed near-term pricing strength.
