Key PointsThe market was disappointed that management didn't raise guidance.But membership numbers continued to accelerate in the first quarter.SoFi shares look much more reasonabl

Key PointsKevin Warsh was confirmed as the new Federal Reserve chair on Wednesday, inheriting an economy facing spiking oil prices and inflation that jumped 3.8% in April.Warsh has

Key PointsAristotle Capital Boston sold 105,810 shares of ACI Worldwide in the first quarter; the estimated transaction value was $4.44 million based on quarterly average pricing.M

Key PointsDevon Energy's business is leveraged to rising energy prices, which will attract short-term investors.Chevron's more diversified business has rewarded investors with deca

Key PointsAristotle Capital Boston bought 745,994 shares of Perella Weinberg Partners in the first quarter; the estimated transaction value was $14.66 million (based on quarterly a

Key PointsSpaceX is targeting one of the biggest initial public offerings ever.Increased attention could indirectly help nuclear stocks like Oklo.10 stocks we like better than Oklo

Key PointsAristotle Capital Boston sold 40,351 shares of Huron Consulting Group; the estimated trade value was $6.07 million based on quarterly average pricing.The quarter-end posi

Key PointsAll of the Invesco Nasdaq 100 ETF's top 10 holdings are tech companies.The ETF has considerably outperformed the S&P 500 over the past 30 years.AI has influenced its rece

Key PointsVazirani Asset Management bought 125,000 shares of SkyWater Technology in the first quarter; the estimated trade value was $3.67 million based on quarterly average prices

Key PointsVazirani Asset Management initiated a new position in Allied Gold Corporation, buying 148,400 shares in the first quarter; the estimated transaction value was $4.48 milli

Key PointsClearway Energy is a leader in producing clean power. The company expects to grow at the high end of its target range through 2030. It sees a significant opportunity to i

Key PointsConversant Capital added 5,341,221 shares of Sonida Senior Living in the first quarter; the estimated transaction value was $178.71 million based on quarterly average pri

Key PointsThe Fidelity High Dividend ETF has delivered average annual returns of 13.3% since its launch in 2016.The iShares Core High Dividend ETF has delivered a slightly higher d

Key PointsConversant Capital sold 3,803,654 shares of Global Net Lease in the first quarter; the estimated transaction value was $35.80 million (based on quarterly average prices).

Key PointsA Roth IRA conversion could reduce your future retirement tax bill.It also enables you to shield some of your savings from required minimum distributions (RMDs).A Roth in

Key PointsSea Cliff Capital added 55,359 shares of Integer Holdings in the first quarter; the estimated transaction value was $4.71 million (based on quarterly average pricing).Mea

Key PointsSea Cliff Partners sold 1,334,112 Sprinklr shares in the first quarter; the estimated transaction value was $8.28 million (based on quarterly average prices).Meanwhile, t

Key PointsNvidia topped revenue expectations in every quarter of its fiscal 2026.The number to watch is its forward guidance for its next quarter.That will show how much hyperscale

Key PointsSea Cliff Partners Management sold 102,519 Planet Fitness shares in the first quarter; the estimated transaction value was $9.01 million (based on quarterly average price

Key PointsA sharp sell-off in Cloudflare stock was driven more by AI-driven efficiency shifts than demand weakness.Product expansion is pushing Cloudflare into a broader edge appli

Key PointsAnchor Capital purchased 189,817 shares of Knowles; the estimated trade value was $4.80 million based on quarterly average prices.Meanwhile, the quarter-end position valu

Key PointsAnchor Capital acquired 40,352 additional shares of McGrath RentCorp; the estimated transaction value was $4.49 million based on quarterly average pricing.The quarter-end

Key PointsBuffett says most people would be well-served by a portfolio of 90% S&P 500 ETFs and 10% Treasury bills.The Treasury bill portion can provide an income component and keep

Key PointsAnchor Capital sold 116,967 shares of Patrick Industries in the first quarter; the estimated transaction value was $14.46 million (based on Q1 2026 average pricing).Meanw

Key PointsNorth Reef Capital Management added 1,952,930 shares of Trustmark Corporation in the first quarter; the estimated trade size was $82.37 million based on quarterly average

Key PointsNuScale Power is a nuclear power start-up.The small modular nuclear reactors NuScale is looking to sell could materially change the nuclear power industry.NuScale Power's

Key PointsNorth Reef sold 2,875,245 shares of Stellar Bancorp in the first quarter; the estimated trade size was $103.10 million based on quarterly average pricing.The quarter-end

Key PointsNorth Reef added 5,550,000 Alkami shares in the first quarter, with an estimated trade value of $102.21 million based on quarterly average pricing.The quarter-end value o

Key PointsInflation is still stubborn and causing uncertainty in the market.Investors may want to look outside of the S&P 500 for long-term returns. The industrial REIT sector can

TradingKey - Since 2026, gold prices have undergone a sharp correction after hitting an all-time high of nearly $5,600 per ounce, dropping to $4,100 in April before rebounding to above $4,700 in early