Pricing Changes - Peacock is increasing the prices of its monthly and yearly streaming packages, with the ad-based Peacock Premium tier rising to $10.99 per month and $109.99 per year, while the ad-free Peacock Premium Plus tier will increase to $16.99 per month and $169.99 per year [4] - This marks the third price increase for Peacock since its launch in April 2020, when the ad-based tier was initially priced at $4.99 per month and the ad-free tier at $9.99 per month [6] Competitive Landscape - Following the price increases, Peacock's subscription costs will surpass those of major competitors such as Netflix, Disney+, HBO Max, and Paramount+ [5] Subscriber Growth - As of early 2025, Peacock reported having 41 million subscribers, an increase from 36 million in 2024 [8] Service Offerings - In addition to the price hikes, Peacock will introduce a cheaper alternative called Peacock Select, priced at $7.99 per month or $79.99 per year, which includes current seasons of NBC-TV and Bravo programming along with some library titles [7]

Core Insights - GE Vernova (NYSE: GEV) has seen its stock price increase by nearly 68% year-to-date, significantly outperforming the S&P 500, driven by a robust energy infrastructure supercycle [1] - The company is experiencing a surge in demand for its gas turbines, grid technology, and renewable energy solutions, with a backlog exceeding $120 billion, indicating a booked-out scenario for years [1] - The perception of GE Vernova has shifted from being a slower-growing industrial entity to a strong performer with improved balance sheets and profit margins under new leadership [2] Industry Dynamics - The rapid expansion of AI data centers, electrification, and grid developments is creating a pressing need for energy infrastructure, positioning GE Vernova at the center of this growth [1] - The upcoming Q2 earnings report on July 23 is highly anticipated, with expectations that continued strong performance could sustain the upward trend in stock price [3] - The AI energy boom is expected to persist, further solidifying the demand for Vernova's turbines [3] Investment Considerations - The Trefis High Quality portfolio, which includes 30 stocks, has outperformed the S&P 500 with returns exceeding 91% since its launch, offering a less volatile investment alternative compared to individual stocks [1][4]

Photo by Don EMMERT / AFP via Getty Images)AFP via Getty Images PepsiCo’s stock jumped 7% on July 17 after a robust Q2 earnings announcement. The company not only surpassed expectations but also reiterated its full-year forecast and presented plans to rejuvenate its North American business, which has faced challenges due to various elements, such as changing consumer preferences and the Quaker Oats recall.Earlier this month, we pointed out PepsiCo as a more attractive investment compared to Coca-Cola, highl ...

Tesla is scheduled to announced earnings later this week. Can Elon Musk convince investors he's ... More focused on the business and not politics? (Photo by Apu Gomes/Getty Images)Getty ImagesKey Takeaways Tech leads weekly gains; Nasdaq rises 1.5% on momentum Earnings season heats up; 20% of S&P 500 reporting Tariff deadline nears; investors cautious despite strong sentiment dataWith the exception of the Dow Jones Industrial Average, which was virtually flat, most major averages posted gains for the week. ...

CANADA - 2025/06/08: In this photo illustration, the Sarepta Therapeutics logo is seen displayed on ... More a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesSarepta Therapeutics has plunged to new lows below $13, down over 35% in recent trading, after rejecting the FDA’s request to voluntarily halt all shipments of Elevidys following a third death tied to the gene therapy. Just days after our previous analyses highlig ...

Core Insights - Philip Morris International is expected to report earnings of $1.86 per share on revenues of $10.33 billion, surpassing last year's earnings of $1.59 per share on sales of $9.47 billion [3] - The company has a market capitalization of $285 billion and generated $38 billion in revenue over the past twelve months, with operating profits of $14 billion and a net income of $7.6 billion [4] Historical Performance - Over the past five years, Philip Morris stock has shown positive one-day returns following earnings reports in 60% of cases, with a median positive return of 3.2% and a maximum return of 10.9% [2][7] - In the last three years, the percentage of positive one-day returns drops slightly to 58% [7] - There have been 20 documented earnings data points in the last five years, with 12 positive and 8 negative one-day returns [7] Return Correlation - The relationship between one-day (1D), five-day (5D), and twenty-one-day (21D) returns can guide trading strategies, with a focus on identifying correlations between short-term and medium-term returns [6][8] - A strategy based on the correlation between 1D and 5D returns can be employed, where a positive 1D return may lead to a long position for the next 5 days [8]

Core Viewpoint - The article discusses five monthly dividend-paying stocks with yields ranging from 5.8% to 16.3%, highlighting their potential for consistent income generation compared to traditional quarterly dividends [2][3]. Group 1: Monthly Dividend Stocks Overview - Monthly Dividend 1: Healthpeak Properties (DOC) is a healthcare REIT with a diverse portfolio of approximately 700 properties, including outpatient medical facilities, laboratories, and senior housing [5]. - Healthpeak announced a switch to monthly dividends starting in April 2025, increasing its dividend from 30 cents to 30.5 cents per share, translating to 10.17 cents monthly [6]. - The payout ratio for Healthpeak is less than 75% of projected adjusted funds from operations (AFFO) for 2025, indicating room for modest dividend growth [7]. Group 2: EPR Properties - Monthly Dividend 2: EPR Properties (EPR) focuses on experiential real estate, with a portfolio of 331 properties, including theaters and recreational facilities [9]. - Theaters account for 36% of EPR's adjusted EBITDA, benefiting from a rebound in box office revenues, with a 7.5% rent increase from AMC kicking in [10]. - EPR is experiencing improving costs of capital, allowing for potential acquisitions, although its price-to-AFFO ratio has increased from 9 to around 12 [11]. Group 3: Gladstone Commercial - Monthly Dividend 3: Gladstone Commercial (GOOD) owns 141 net-leased properties, with an overall occupancy rate of 98.4% [13]. - The company has reduced its exposure to office properties from 65% to 35% of annualized straight-line rent over the past seven years [14]. - Gladstone's monthly dividend is $1.20 annually, with FFO of $1.43 over the trailing 12 months, indicating a payout ratio of 85% [15]. Group 4: Prospect Capital - Monthly Dividend 4: Prospect Capital (PSEC) is a business development company with 114 portfolio investments across 33 industries [16]. - PSEC is currently trading at 46% of NAV, offering a yield above 16%, but has a history of dividend cuts, raising concerns about its sustainability [18]. - The company is viewed as a high-risk investment due to its declining net investment income [18]. Group 5: AGNC Investment Corp. - Monthly Dividend 5: AGNC Investment Corp. (AGNC) is a mortgage REIT with a market cap exceeding $9 billion, focusing on agency mortgage-backed securities [19][21]. - AGNC benefits from a safer investment profile due to government backing of its securities, but faces challenges with high interest rates [22]. - The company is currently trading at less than 6 times earnings estimates, with a dividend coverage ratio of approximately 90% [23].

Core Viewpoint - OPEC asserts that there is no imminent peak oil demand, emphasizing the long-term necessity of oil for the global economy and daily life [3][4] Demand Forecasts - OPEC has revised its global oil demand forecasts downward for the next four years due to lower growth in China, the rise of electric vehicles, and an uncertain macroeconomic environment in OECD countries [3] - The report projects oil demand to average 105 million barrels per day (bpd) in 2023, increasing to 106.3 million bpd in 2026, 111.6 million bpd in 2029, and reaching 123 million bpd by 2050 [5] Energy Mix - Oil is expected to maintain the largest share in the energy mix at just below 30% by 2050, with the combined share of oil and gas remaining above 50% from 2024 to 2050 [5] - The share of other renewables in the energy mix is projected to rise to 13.5% by 2050, an increase of 10 percentage points from 2024 [5] Regional Demand Growth - India, along with other Asian nations, the Middle East, and Africa, is anticipated to be the primary source of long-term oil demand growth, with a combined increase of 22.4 million bpd from 2024 to 2050, and India alone contributing 8.2 million bpd [6] Contrasting Views - Other organizations, such as the International Energy Agency, predict that global oil demand may peak at 105.6 million bpd in 2029 before experiencing a decline [7] - Some industry experts believe that peak oil demand could occur sooner than expected, potentially within this decade, due to the rapid growth of renewable energy [8] Economic Influences - The future trajectory of oil demand may be influenced by global economic conditions, including the impact of digital technologies and geopolitical factors [11][12] - The ongoing global economic turmoil, such as U.S. tariffs, could alter the demand and supply dynamics for oil and other commodities [12] Long-term Outlook - Despite differing opinions on peak oil demand, hydrocarbons are expected to remain a significant part of the global energy mix for the foreseeable future, although oil may not be as dominant as OPEC anticipates [13]

CANADA - 2025/05/01: In this photo illustration, the SharpLink Gaming logo is seen displayed on a ... More smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesSharpLink Gaming stock (NASDAQ:SBET) has risen by nearly 50% in the last week and has increased over 100% in the previous month. So, what developments have occurred for the company recently? The gains are fueled by investor excitement regarding the company's ambitious ...

Core Insights - Monarch Casino & Resort (NASDAQ: MCRI) saw a stock surge of 20% on July 17, 2025, reaching a new 52-week peak, significantly outperforming the S&P 500 [2] - The company reported record Q2 2025 adjusted EBITDA of $51.3 million, a 16.8% year-over-year increase, exceeding consensus estimates by $12.8 million [3] - Despite the stock rally, Monarch remains reasonably valued compared to the S&P 500, with a price-to-sales ratio of 3.0 and a price-to-earnings ratio of 25.6 [4] Financial Performance - Casino revenue grew by 12.1% due to strong demand and efficiency improvements from a $100 million renovation at Atlantis, while hotel revenue decreased by 3.1% [3] - Q2 net income increased by 19.1% to $27 million, with earnings per share (EPS) growing by 21% to $1.44 [3] - The company returned capital to shareholders through a $0.30 dividend and $19.8 million in stock buybacks [3] Valuation Metrics - Monarch's three-year revenue compound annual growth rate (CAGR) is 7.1%, surpassing the S&P 500's 5.5% [4] - The company has an operating margin of 17.9% and a net income margin of 14.1%, indicating strong profitability [4] - Monarch's debt-to-equity ratio is only 0.9%, significantly lower than the S&P 500 average of 19.4% [5] Market Sensitivity - Monarch stock has shown significant volatility during economic downturns, with notable declines of 41.8% during the 2022 inflation shock and 75.1% during the 2020 COVID crash [6][7] - Despite historical volatility, the company's fundamentals support a long-term investment outlook [7]