DFA Dimensional US Small Cap ETF (DFAS) receives a 'Hold' rating due to underperformance versus DFSV and other small-cap peers. DFAS offers broad diversification and systematic factor tilts but lags DFSV in valuation, dividend yield, and long-term returns. DFAS's modest overweight to financials may offer some resilience in a rising-rate environment, but better small-cap options exist.
Hewlett Packard Enterprise is a pure-play AI infrastructure leader, benefiting from a structural shift as corporate demand for turnkey server solutions surges. HPE's Q2 2026 revenue soared 40% year-over-year to $10.68B, with net profit rebounding to $624M, confirming the unleashed, previously delayed demand. The easing of supply chain bottlenecks in 2026 enabled HPE to rapidly monetize pent-up corporate AI demand, driving strong profitability and margin restoration.
Nvidia Corporation remains a Strong Buy, with accelerating growth, expanding margins, and a valuation still at a discount to sector peers. Q1 revenue surged 85% YoY to $81.6B, driven by 92% YoY data center growth and strong AI infrastructure demand. Profitability is robust: gross margin expanded 14.2 points, EPS grew 131%, and FCFs were up 86%.
The gold market continues to regain lost ground, and although the precious metal isn't out of danger just yet, current prices still represent an attractive entry point for investors looking to build a position, according to Wells Fargo.
Litecoin's ETF struggles highlight the challenges altcoins face in attracting institutional investment compared to Bitcoin's rapid success. Canary Capital's LTCC Litecoin ETF sits at $5.4M in assets as demand gets a reality check.
Jabil Inc. continues robust growth, with Q3 FY26 revenue up 11.8% to $8.75 billion, surpassing analyst expectations. AI infrastructure demand is driving a significant revenue outlook increase, offsetting weakness in connected living and auto segments. Profitability metrics are surging: adjusted EPS rose to $3.16, and EBITDA reached $679 million, with management raising full-year guidance.
Apple plans to hike its prices, citing the rising costs of storage chips and memory, CEO Tim Cook says.
Tech giants are gobbling up memory chips for AI servers, leaving Apple with soaring component costs that Tim Cook says will inevitably be passed on to consumers.
The Celestia bounce and volume spike in the past 24 hours should not be taken as an encouragement to buy.
Putnam BDC Income ETF is downgraded to hold due to portfolio weaknesses and declining dividend coverage. PBDC underperformed with an 8.8% total return loss over 12 months but still outpaced the passive BIZD ETF. PBDC's high yield (11.6%) is threatened by weaker holdings, declining NAVs, and potential for lower future distributions.
Advantage Energy Ltd. remains a highly efficient, low-cost producer. Recent CEO departure and Chairman John Festival stepping in as interim CEO signal potential for a strategic shift to unlock shareholder value. AAVVF's exposure to volatile AECO natural gas pricing and lack of a robust pricing strategy have constrained profitability.
Bitcoin has fallen back toward $64,000 after a hawkish Federal Reserve outlook erased a relief rally driven by easing Middle East tensions, with traders now debating whether support near $64,000 can prevent a deeper retracement toward June lows.
The fixed income environment continues to project uncertainty, as higher-for-longer interest rates persist amid sticky inflation. With that, investors may want to lean on the expertise of active managers when deciding between an active and indexed fund.
PayPal is “exploring strategic options” for its venture capital arm, a company spokesperson told Fortune in a report posted Tuesday (June 16). “As part of our continued efforts to sharpen our focus, we are exploring strategic options for our corporate venture capital arm, PayPal Ventures,” the spokesperson said, per the report.
Both companies are led by Elon Musk, the world's first potential trillionaire, and are disrupting massive industries while creating substantial shareholder value.
Advanced Drainage Systems is rated Buy, driven by its ability to deliver complete water-management systems for large, complex stormwater projects. WMS's competitive edge stems from product breadth, engineering expertise, manufacturing scale, and national distribution, making it a preferred supplier as project complexity increases. Data center construction is a key forward catalyst, with WMS positioned to capture higher revenue per project as demand for integrated stormwater solutions grows.
Dynatrace is rated a buy, with the market undervaluing its resilience and growth amid AI-driven SaaS concerns. DT's observability tools are increasingly critical as AI adoption amplifies digital complexity, driving sustained customer expansion and usage. FY'26 revenue grew 19% to $2.02B, FCF reached $530M, and dollar-based net retention remained robust at 110%.
Bitcoin ETF flows are cautious ahead of the Fed decision, with GBTC outflows and modest IBIT demand showing a divided institutional market.
Neo Performance Materials Inc. (NEO:CA) Shareholder/Analyst Call Prepared Remarks Transcript
When done right, brand activations can bring real-life awareness and connect a brand with its customers. When not, these can turn sour quickly, bringing the opposite effect to a brand—as happened with activewear company Lululemon.
The Bank of England is widely expected to maintain borrowing costs at 3.75% on Thursday as central banks assess the potential end of the Iran conflict.
Plus, more Fed officials signal a rate increase is coming soon, and pool owners feel blue about the color blue.
The trading week continues, and so far, gold is once again showing clear short-term weakness. During the session, the price i.
XRP CVD hits -4.56M as sell orders dominate, with price holding near $1.18 amid weak buying momentum.
A wallet tied to former Bitforex chief Garrett Jin has sold its entire 184,102 HYPE stake, worth about $13.55 million, for a $2.83 million profit, then rotated into a long position on Uniswap's UNI.
Strategy has returned to the spotlight after QCP estimated its current liquidity runway for dividend payments at about seven and a half months.
This is a developing story. Check back for updates.
Expeditors International of Washington, Inc. (EXPD) Discusses U.S. Customs Market Update With Focus on Current Tariff Updates and Trade Actions Transcript
The memory-chip crunch is pushing up prices for all electronics. Even Apple, which dominates the supply chain, isn't spared.
Has Bitcoin found a bottom strong enough to withstand the bears?