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News
Here are the major earnings before the open Friday
3+ day, 35+ min ago (12+ words) Major earnings expected before the bell on Friday include:The Kroger Co....
Four Markets, One Basket: A Mental Model For Commodities Into 2027
3+ day, 14+ hour ago (135+ words) Seeking Alpha - The WisdomTree Enhanced Commodity Strategy Fund (GCC) overweights industrial metals by 5 to 9 points versus major commodity benchmarks amid tightening copper and aluminum supply. - Energy remains underweight in the strategy, which tilts toward refined products like diesel and gasoline…...
U.S. Growth Stocks: Semiconductor Surge Redraws The Risk Map
1+ week, 5+ day ago (134+ words) Seeking Alpha - After the latest reconstitution of a major US equity benchmark, concentration is taking on a new form, with the Magnificent Seven’s grip loosening and semiconductor stocks gaining more influence. - The effects of the latest reconstitution were especially dramatic…...
ClearBridge Emerging Markets Fund Q2 2026 Commentary
2+ week, 3+ day ago (90+ words) Seeking Alpha - Emerging markets rallied strongly in the second quarter, with the MSCI Emerging Markets Index rising 24.1% as AI-driven earnings momentum fueled gains in technology-heavy markets. - We remain constructive on emerging markets, particularly China, India and AI-related technology, where strong…...
JEPQ: If You Must Own A NASDAQ 100 Covered Call Fund, It Should Not Be This One
3+ week, 20+ hour ago (137+ words) Seeking Alpha - JPMorgan Nasdaq Equity Premium Income ETF underperforms other NASDAQ 100 covered call ETFs with its use of ELNs, which lack transparency and tax efficiency. - JEPQ's income is taxed at ordinary rates, with only 5.1% of distributions as qualified dividends, making…...
PGIM Jennison Rising Dividend Fund Q2 2026 Commentary
3+ week, 2+ day ago (90+ words) Seeking Alpha - PGIM Jennison Rising Dividend Fund advanced for the quarter but underperformed the 15.2% return of the S&P 500 Index. - Notable absolute performance detractors were AT&T, Northrup Grumman, Cheniere Energy, Walmart, and Chevron. - Rather than rewarding all technology businesses…...
Mortgage rates decline for second straight week (XLRE:NYSEARCA)
3+ week, 3+ day ago (51+ words) Seeking Alpha Mortgage rates declined for the second consecutive week as the U.S. Treasury Department's announcement to double its bond buyback cap pulled down long-term yields. The Treasury's decision to step up the repurchase of long-dated paper is a direct response…...
Wasatch Emerging Markets Select Fund Q2 2026 Commentary (undefined:WAESX)
3+ week, 3+ day ago (92+ words) Seeking Alpha - The Wasatch Emerging Markets Select Fund—Investor Class lagged the benchmark with a total return of 18.37%. - The Fund’s significant underweight in China allowed it to sidestep much of the weakness, and our positions outperformed. - Top contributors to Fund…...
Carillon ClariVest International Stock Fund Q2 2026 Commentary
3+ week, 3+ day ago (100+ words) Seeking Alpha - Q2 2026 had no dearth of macroeconomic and corporate developments, but an inattentive investor checking in at the end could be forgiven for surmising it was all about AI. - At the start of the quarter, compared to its MSCI All…...
Earnings Week Ahead: WMT, BABA, HD, TGT, and more
4+ week, 10+ hour ago (73+ words) Seeking Alpha Next week's earnings calendar is dominated by retail and consumer heavyweights, giving investors a close look at spending trends heading into the second half of the year. Walmart (WMT), The Home Depot (HD), Target (TGT How will Walmart's…...