Winter Symposium Highlights Political Longevity, Big Tech Tailwinds for Nuclear Energy
Etftrends· 2026-01-30 17:53
Core Insights - Nuclear energy is experiencing significant growth in 2026, driven by strong government support, backing from Big Tech, and a global trend towards increasing carbon-free energy capacity [1] - The VettaFi Nuclear Renaissance Index has risen 14% year-to-date as of January 28, 2026, outperforming the S&P 500, which increased by approximately 2% during the same period [1] - The sector has received substantial capital investments, including a $2.7 billion award from the Department of Energy for uranium enrichment [1] Government and Private Sector Support - Nuclear energy benefits from unique bipartisan support in the U.S., leading to sustained policy momentum across different administrations [1] - Meta has signed a 20-year agreement with Vistra for over 2.6 gigawatts of power and partnered with Oklo to finance a 1.2 gigawatt small modular reactor project in Ohio [1] Index and ETF Performance - The VettaFi Nuclear Renaissance Index (NUKZX) aims to maximize risk-adjusted returns by diversifying across various sectors, including construction, services, utilities, fuel, and advanced reactors [1] - The Range Nuclear Renaissance ETF (NUKZ) provides a single-ticker solution for investors to capture the entire nuclear supply chain, with traditional asset allocators increasingly adding NUKZ to their portfolios [1] Market Trends and Future Outlook - Advisors are using NUKZ as a satellite allocation alongside AI investments, recognizing that the demand for AI will drive global energy demand [1] - The nuclear sector is transitioning from a traditional utility model to a high-growth technology enabler, indicating a shift in market dynamics [1]
European Dividend Growth Boosts Case for This ETF
Etftrends· 2026-01-30 17:53
European Dividend Growth Boosts Case for This ETF | ETF TrendsETF Trends is now VettaFi. Read More -- Confirming the resurgence of international stocks, the widely followed MSCI EAFE Index trounced the S&P 500 last year, depressing the dividend yield on the foreign equity benchmark in the process. Rest assured equity income investors. You're not left out in the cold when it comes to international rebound.One way of getting in on that rally while accessing sturdy payouts is with the [ALPS O'Shares Internatio ...
Who is Kevin Warsh and what will Trump’s Fed chair pick mean for Bitcoin
Yahoo Finance· 2026-01-30 17:52
President Donald Trump on Friday said he would nominate Kevin Warsh as the next Federal Reserve chair after warring with the current central bank chief to lower interest rates. Trump’s pick is likely to fulfill the president’s wishes: the former Federal Reserve governor last year said he wanted to lower the cost of borrowing. “I am pleased to announce that I am nominating Kevin Warsh to be the chairman of the board of governors of the Federal Reserve,” Trump wrote Friday on his social media platform Tru ...
See How Institutional Inflows Build Dover Up
Yahoo Finance· 2026-01-30 17:52
DOV is a conglomerate that makes industrial products. The company’s fourth-quarter fiscal 2025 earnings report showed adjusted per-share earnings of $9.61 (a 16% annual gain), quarterly free cash flow of $487 million, and 2026 EPS guidance of up to $10.65. DOV shares are up 4% this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock. Big Money Finds Dover Institutional volumes reveal plenty. In the last six months, DOV has enjoyed strong ...
Long Island Advisor Sentenced to Six Years for Defrauding California Couple
Yahoo Finance· 2026-01-30 17:51
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. A Long Island-based investment advisor will spend six years in prison after being convicted of defrauding clients out of more than $1 million. According to U.S. Attorney Joseph Nocella, Jeffrey Slothower used his position as a financial advisor “to steal over a million dollars from an unsuspecting couple,” while FBI Assistant Director James Barnacle said Slothower created “fabrications of profitab ...
KLA Q2 Earnings Surpass Estimates, Revenues Increase Y/Y, Shares Fall
ZACKS· 2026-01-30 17:51
Core Insights - KLA Corporation (KLAC) reported second-quarter fiscal 2026 non-GAAP earnings of $8.85 per share, exceeding the Zacks Consensus Estimate by 0.36% and reflecting a year-over-year increase of 7.9% [1][8] - Revenues for the quarter rose 7.2% year over year to $3.3 billion, surpassing the Zacks Consensus Estimate by 1.02% [1][8] - Despite strong earnings and revenue growth, KLAC shares fell 7.7% in pre-market trading [1] Segment Performance - Semiconductor Process Control revenues, which constitute 91.1% of total revenues, increased by 9% year over year and 4% sequentially to $3 billion [2] - Foundry & Logic and Memory segments accounted for approximately 60% and 40% of Semiconductor Process Control revenues, respectively [2] - Specialty Semiconductor Process revenues decreased by 12.4% year over year to $140 million but increased 17% sequentially [2] Product and Revenue Breakdown - Product revenues, making up 76.2% of total revenues, grew by 4.2% year over year to $2.51 billion, while service revenues increased by 18% year over year and 6% sequentially to $786 million [4] - Wafer Inspection revenues rose by 1% year over year and 2% sequentially to $1.57 billion, while Patterning revenues surged by 31% year over year and 4% sequentially to $696 million [5] - Taiwan and China were the largest contributors to revenue, accounting for 26% and 30%, respectively [5] Operating Metrics - The non-GAAP gross margin for the second quarter was 62.6%, exceeding the midpoint of the guidance range by 60 basis points [6] - Research and development (R&D) expenses increased by 10.9% year over year to $383.9 million, representing 11.6% of revenues, a decrease of 40 basis points year over year [6] - Selling, general and administrative (SG&A) expenses rose by 4.8% year over year to $279.9 million, accounting for 8.5% of revenues, a decrease of 20 basis points year over year [7] Financial Position - As of December 31, 2025, cash, cash equivalents, and marketable securities totaled $5.20 billion, up from $4.68 billion as of September 30, 2025 [10] - Long-term debt remained unchanged at $5.88 billion [10] - Cash flow from operating activities was $1.36 billion, compared to $1.16 billion in the previous quarter, with free cash flow at $1.26 billion [10] Shareholder Returns - In the fiscal second quarter, KLAC repurchased $548 million worth of shares and paid $250 million in dividends [11] Guidance - For the third quarter of fiscal 2026, KLAC expects revenues of $3.35 billion, plus or minus $150 million, and non-GAAP earnings of $9.08 per share, plus or minus 78 cents [12] - The company anticipates a non-GAAP gross margin of 61.75%, plus or minus 1%, with operating expenses expected to be around $645 million [12]
OVBC Stock Up Post Q4 Earnings on Strong Loan Growth, Margin Expansion
ZACKS· 2026-01-30 17:51
Core Viewpoint - Ohio Valley Banc Corp. (OVBC) reported strong earnings growth for the quarter and full year ended December 31, 2025, with significant increases in net income and earnings per share, outperforming the S&P 500 Index during the same period [1][2]. Financial Performance - For Q4 2025, OVBC's net income reached $3.9 million, a 57.3% increase from $2.5 million in Q4 2024, with EPS rising 58.5% to $0.84 from $0.53 [2]. - Full-year net income for 2025 was $15.6 million, up 41.8% from $10.9 million in 2024, while EPS climbed 42.7% to $3.31 from $2.32 [2]. - Total interest income for Q4 increased 14.1% to $22.9 million from $20 million a year earlier, driven by growth in loan and securities portfolios [3]. Key Business Metrics - The quarterly net interest margin expanded to 4.18% from 3.70% year over year, and the full-year margin improved to 4.07% from 3.71% [4]. - Average earning assets increased to $1.48 billion in Q4 2025 from $1.41 billion, supported by $75 million growth in average loans and $53 million growth in average securities [4]. - Return on average assets rose to 1.00% for Q4 from 0.66% year over year, and return on average equity improved to 9.49% from 6.62% [5]. Asset Quality - The ratio of non-performing loans to total loans increased to 1.40% as of December 31, 2025, from 0.46% a year earlier, attributed to two commercial loans placed on nonaccrual status [6]. - The allowance for credit losses remained stable at 0.96% of total loans compared to 0.95% at year-end 2024 [6]. Management Commentary - Management highlighted record earnings in OVBC's 153rd year, attributing success to disciplined execution, employee commitment, and a focus on community-oriented banking [7]. - The emphasis was placed on balance sheet growth, improved margins, and cost controls as key contributors to performance [7]. Factors Influencing Earnings - Margin expansion was a key driver of earnings growth, supported by higher yields on earning assets and a decline in funding costs [8]. - Noninterest income declined sharply by 81.4% year over year in Q4, primarily due to losses on securities sales [9]. - Noninterest expense decreased 18.4% year over year, aided by lower salary and benefit costs following a voluntary early retirement program [10]. Future Outlook - OVBC did not provide explicit forward-looking financial guidance, focusing instead on current-period results and balance sheet strategy [11]. Other Developments - No acquisitions or major business restructurings were announced during the quarter, but OVBC continued participation in the Ohio Homebuyer Plus program, influencing deposit and securities balances [12].
Apple Bear Weighs In on iPhone Maker's Record Results
Yahoo Finance· 2026-01-30 17:50
Apple's quarterly sales record and upbeat outlook are being overshadowed by rising component costs. Tim Long, a Barclays senior equity research analyst who has an underweight rating on Apple, joins "Bloomberg Open Interest" to discuss the company's results. ...
Visa: A Must-Own Long Term, Just Not A Buy Today (Downgrade) (NYSE:V)
Seeking Alpha· 2026-01-30 17:49
Visa Inc. ( V ) is hardly a company that needs an introduction. It's as ubiquitous as the global rails that let consumers, merchants, banks, and governments move money almost anywhere in the world. That kind of reach comesI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure: I/we ...
Visa: A Must-Own Long Term, Just Not A Buy Today (Downgrade)
Seeking Alpha· 2026-01-30 17:49
Visa Inc. ( V ) is hardly a company that needs an introduction. It's as ubiquitous as the global rails that let consumers, merchants, banks, and governments move money almost anywhere in the world. That kind of reach comesI focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure: I/we ...