Core Viewpoint - CMC Financial Group has sold over $6 million in shares of the Pacer U.S. Large Cap Cash Cows Growth Leaders ETF, raising questions about its commitment to large-cap investments [1]. Group 1: Transaction Details - CMC Financial Group sold 177,214 shares of the Pacer U.S. Large Cap Cash Cows Growth Leaders ETF, valued at approximately $6.30 million based on average closing prices during the quarter [1]. - The sale indicates a potential slowdown in CMC's large-cap investment strategy, as COWG has fallen out of its top 10 holdings [5]. Group 2: ETF Overview - The Pacer U.S. Large Cap Cash Cows Growth Leaders ETF (COWG) tracks at least 100 large-cap U.S. companies exhibiting high growth traits [4]. - As of January 31, 2026, COWG had a price of $35.32, a dividend yield of 0.32%, and a 1-year total return of 5.12% [3]. Group 3: Holdings and Sector Allocation - CMC still holds two large-cap ETFs in its top five holdings, including COWZ, which focuses on healthcare and energy sectors, contrasting with COWG's technology focus [5]. - CMC's holding in COWG now represents 1.22% of its 13F reportable assets, with top holdings including TCAL at $8.86 million (15.8% of AUM), SILJ at $5.11 million (9.1% of AUM), COWZ at $5.02 million (9.0% of AUM), and GRNY at $4.50 million (8.0% of AUM) [8].

Financial Performance - IDFC First Bank reported a 48% year-on-year increase in net profit to Rs 503 crore for Q3 FY26, up from Rs 339 crore in the same period last year. Net interest income grew 12% year-on-year to Rs 5,492.4 crore, compared to Rs 4,902 crore a year ago [1][10] - Sun Pharmaceuticals achieved a consolidated net profit of Rs 3,369 crore in Q3 FY26, reflecting a 16% increase from Rs 2,903 crore in the same quarter last year. Revenue from operations rose 13.5% to Rs 15,520 crore [2][11] - Bajaj Auto reported a 19% year-on-year growth in consolidated net profit at Rs 2,503 crore, with revenue from operations also increasing by 19% to Rs 15,220 crore, driven by record quarterly volumes and a richer product mix [4][11] - Meesho's consolidated net losses surged 13 times to Rs 491 crore compared to a loss of Rs 37 crore in the previous year, although revenue increased by 32% year-on-year to Rs 3,518 crore [5][11] - Ambuja Cement experienced a 91% decline in consolidated net profit to Rs 204 crore, down from Rs 2,158 crore reported in the same quarter last year [6][11] Corporate Developments - Adani Green issued a clarification regarding a civil case filed by the US Securities and Exchange Commission against its directors, stating that the company is not a party to the proceedings and no charges have been brought against it [7][11] - The Centre has set a post-Budget deadline for bids to offload stake in IDBI Bank, marking the final phase of the divestment exercise that began in October 2022, with bids due by the first week of February [8][11] - Delhivery's independent director and chairman Deepak Kapoor has resigned effective April 1 as part of the company's planned board reconstitution [9][11]

Core Viewpoint - The 2026 Australian Open final will feature a highly anticipated match between tennis legends Novak Djokovic and Carlos Alcaraz, marking a significant clash between two eras in tennis [1]. Group 1: Match Details - The final is scheduled for Sunday, February 1, 2026, at the Rod Laver Arena in Melbourne, Australia, starting at 2:00 p.m. Indian Standard Time [6]. - Djokovic reached the final by defeating two-time defending champion Jannik Sinner, aiming for his 25th Grand Slam title and 11th Australian Open title [2]. - Alcaraz secured his place in the final after a marathon match against Alexander Zverev, lasting 5 hours and 27 minutes, marking his first appearance in an Australian Open final [3]. Group 2: Career Implications - This final could be a defining moment for both players; Djokovic seeks to reaffirm his status as the best, while Alcaraz aims to make history as the youngest player to complete a Career Grand Slam [4]. - The head-to-head record between Djokovic and Alcaraz stands at five wins for Djokovic and four for Alcaraz in their previous nine encounters [5].

Bajaj Housing Finance Ltd., Hyundai Motor India Ltd., Bank of Baroda Ltd., and NCC Ltd. are some of the stocks that will catch investors' attention on Monday. Here are some notable corporate developments that came after Friday's market hours: Earnings To Watch Aarti Industries, Akzo Nobel India, Ather Energy, Awfis Space Solutions, Bajaj Housing Finance, Campus Activewear, Chalet Hotels, Corona Remedies, City Union Bank, eMudhra, Honeywell Automation India, Hyundai Motor India, Indus Towers, Interarch Build ...

Core Insights - Insider buying activity has been observed in Salesforce and SentinelOne, indicating potential confidence from executives in these companies as they head into the new year [1][3]. Salesforce - Salesforce Director David Blair Kirk purchased over 1,900 shares for more than $500,000 in mid-December, while activist firm ValueAct acquired an additional $25 million worth of Salesforce stock [2]. - The stock is currently trading at a forward price-to-sales (P/S) ratio of 4.7 times and a forward price-to-earnings (P/E) ratio of approximately 17.5 times based on 2026 analyst estimates, making it appear attractively priced [4]. - Salesforce has positioned itself as a leader in AI by acquiring Informatica and launching Data 360, which could drive significant growth as the company pivots towards becoming an AI agent company [6]. SentinelOne - Director Mark Peek bought nearly $600,000 worth of shares in mid-December, reflecting confidence in the company's future [3]. - SentinelOne has reported a revenue growth of 23% last quarter, yet it trades at a forward P/S ratio below 4.5 times 2026 analyst estimates, indicating it is undervalued compared to larger competitors [7]. - The company is expected to benefit from its partnership with Lenovo and its Singularity Data Lake product, which offers secure data queries at a lower cost and faster speed than competitors like Splunk [9].

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of New Era Energy & Digital, Inc. due to allegations of materially misleading business information issued by the company [1]. Group 1: Allegations and Impact - New Era Energy & Digital's stock fell 6.9% on December 12, 2025, following a report from Fuzzy Panda Research that criticized the company's financial practices, claiming it spent 2.5 times more on stock promotions than on operating its oil and gas wells [3]. - The report also alleged that CEO E. Will Gray II has a history of mismanaging penny stock companies over approximately 20 years [3]. Group 2: Legal Actions and Investor Rights - Investors who purchased New Era Energy & Digital securities may be entitled to compensation through a class action lawsuit, with no out-of-pocket fees or costs due to a contingency fee arrangement [2]. - The Rosen Law Firm is preparing a class action to seek recovery of investor losses and encourages affected investors to join the action [2]. Group 3: Rosen Law Firm's Credentials - The Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked highly for the number of settlements [4]. - In 2019, the firm secured over $438 million for investors, and its founding partner was recognized as a leading figure in the plaintiffs' bar [4].

Core Viewpoint - The article emphasizes the importance of dividend stocks as a reliable investment option, particularly during varying market conditions, highlighting three companies known as Dividend Kings that are recommended for long-term investment. Group 1: Dividend Kings Overview - Dividend Kings are companies that have increased their dividends for at least 50 consecutive years, indicating a strong commitment to returning value to shareholders [3]. - These companies provide passive income and can offer stability during market downturns while also benefiting from market upswings [2]. Group 2: Abbott Laboratories - Abbott Laboratories has a dividend of $2.52, yielding 2.4%, which is higher than the S&P 500's 1.1% yield [4]. - The company has a diversified healthcare business with four units: medical devices, diagnostics, nutrition, and established pharmaceuticals, providing security against downturns in any single unit [6]. Group 3: Target - Target has faced challenges recently, including a shift in consumer behavior and theft, but is implementing strategies to recover, such as creating an enterprise acceleration office [7][8]. - The company offers a dividend of $4.56, yielding 4.5%, which can provide passive income while the stock potentially rebounds [10]. Group 4: Johnson & Johnson - Johnson & Johnson spun off its consumer health business to focus on higher-growth areas, resulting in a 6% sales increase to over $94 billion last year and an 8% rise in adjusted diluted earnings per share [11][12]. - The company pays a dividend of $5.20, yielding 2.3%, making it a solid choice for passive income [14].

Group 1: Nvidia - Nvidia is the world's largest semiconductor company with a market cap of $4.6 trillion and is projected to grow to $10 trillion by 2030 through vertical integration in AI [3][5] - The company reported a 62% year-over-year increase in third-quarter revenue and a 65% increase in net income [5] - Nvidia's stock has a forward P/E ratio of 24, significantly below its five-year average of 37, indicating it is attractively priced [6] Group 2: MercadoLibre - MercadoLibre has a market value of $116 billion and operates as a combination of an online marketplace and fintech business in Latin America [7][9] - The company reported a 39% year-over-year increase in net revenue and has 77 million unique active buyers, with both figures growing over 25% year over year [9] - MercadoLibre's stock has a forward P/E of 31, well below its five-year average of 64, suggesting it is also attractively priced [10]

Core Viewpoint - A significant release of documents by the Justice Department reveals connections between various powerful individuals and Jeffrey Epstein, highlighting their relationships and interactions with him despite his known criminal history [1][2]. Group 1: Notable Individuals and Their Connections - Britain's Prince Andrew has been linked to Epstein through allegations of trafficking, with his name appearing multiple times in the released documents, including private emails [3]. - Elon Musk is mentioned in emails from 2012 and 2013 discussing potential visits to Epstein's Caribbean island, although he claims to have refused invitations [4][5]. - New York Giants co-owner Tisch is referenced over 400 times, with correspondence indicating Epstein offered to connect him with women, which Tisch acknowledges but denies visiting the island [6][7]. - Former Commerce Secretary Lutnick's past visit to Epstein's island contradicts his previous claims of severing ties, as emails show he accepted an invitation in December 2012 [8][9]. - Google co-founder Brin had plans to meet with Epstein and Ghislaine Maxwell, with emails indicating social invitations prior to public accusations against Epstein [10]. Group 2: Political and Diplomatic Connections - Steve Bannon, a former adviser to Trump, exchanged numerous friendly texts with Epstein, discussing various topics including politics and a potential documentary to improve Epstein's image [11]. - Lajcak, a national security adviser to the Slovakian prime minister, resigned following the release of his communications with Epstein, which he claimed were part of his diplomatic duties [12][13]. Group 3: Philanthropic and Social Interactions - Richard Branson invited Epstein to his private island in 2013, discussing philanthropy and financial ideas, but later severed ties after learning more about Epstein's allegations [14][15][16].

Core Viewpoint - The Federal Open Market Committee (FOMC) has decided to pause interest rate cuts, maintaining rates between 3.50% and 3.75%, which may benefit certain financial stocks, particularly custody banks like BNY Mellon and State Street [1][2]. Group 1: FOMC Decision and Market Expectations - The FOMC's decision to hold rates was anticipated, with expectations that rates will remain stable until at least the June 16-17 meeting [2]. - Lower interest rates typically favor technology and growth stocks, but some financial stocks, particularly custody banks, may prefer rates to remain steady or even increase [2]. Group 2: Custody Banks Overview - BNY Mellon and State Street are leading custody banks, managing significant assets: BNY Mellon oversees $59.3 trillion, while State Street manages $53.8 trillion [4]. - These banks primarily generate revenue from servicing fees, with BNY Mellon earning approximately 70% of its $5.2 billion in fees and State Street about 75% of its $3.7 billion in fees in the fourth quarter [5]. Group 3: Revenue Sources and Interest Income - A portion of revenue for both banks comes from net interest income, with BNY Mellon earning around $1.35 billion and State Street $802 million last quarter [6]. - Higher interest rates lead to increased net interest margins for these banks, making them less sensitive to interest rate changes and competition, thus viewed as stable investments in a high-rate environment [7]. Group 4: Stock Performance and Analyst Ratings - Following the FOMC decision, State Street's stock rose approximately 2.5% to around $131 per share, while BNY Mellon's shares increased about 2% to $121 per share [8]. - Analysts consider both stocks as buys, with State Street having a median price target of $145 per share (11% upside) and BNY Mellon at $136 per share (13% return) [9].