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2024-06-26 23:16:15 ET Summary Lone Pine Capital's 13F portfolio value increased to $12.67B with 26 holdings, top positions include Meta Platforms, Taiwan Semi, and Microsoft. New stakes in Vistra Corp, Spotify Technology, AppLovin Corp, McKesson Corp, and Constellation Energy wer...
2024-06-25 16:54:43 ET Summary MainStay Global Infrastructure Megatrends Term Fund is a closed-end fund trading at a deep discount, providing exposure to essential infrastructure from around the globe. MEGI focuses on renewable energy with a decarbonization themed tilt, but its pe...
2024-06-24 11:14:09 ET This week marks the last handful of trading days for H1 2024, as market participants watched so far this year the benchmark S&P 500 ( SP500 ) advance 15.1% year to date.... Read the full article on Seeking Alpha For further details see: Top...
2024-06-23 09:01:47 ET Summary A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates. Companies with upcoming pay dates. Introduction The D...
2024-06-20 11:19:22 ET More on Utilities Select Sector SPDR ETF XLU: Utilities Are Attractive, Some More Than Others Not Impressed By Either Of The Stories That Have Been Powering XLU XLU: Join Billionaires Trading Short-Term Pain For Long-Term Gain Citi spot...
2024-06-20 10:48:39 ET Citi Research said on Thursday that power grids are key to the energy transition, and parts of the world that support the best renewables resources are most often far from demand centers. As a result, the institution spotlighted the growth prospects of renewables and ...
2024-06-19 19:47:42 ET Summary Coatue Management's 13F portfolio value increased from $23.84B to $25.50B this quarter, with around 75 individual stock positions. New stakes include Qualcomm, Broadcom, Dell Technologies, and Constellation Energy, while stakes in Apple, Walt Disney,...
2024-06-18 14:32:09 ET More on Constellation Energy and Vistra Vistra: This Sector Outperformer Looks Undervalued At This Price Third Point - Vistra: In A Pole Position To Capitalize On Trends Constellation Energy: Expensive But Well Positioned Alongside Robust Deman...
Vistra Corp. (NYSE: VST) is the focus of IBN's latest stock spotlight. The company's shares have moved -4.22% on the day to $83.89. Vistra Corp., together with its subsidiaries, operates as an integrated retail electricity and power generation company. The company operates through six segments...
2024-06-15 03:50:48 ET Summary A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates. Companies with upcoming pay dates. Introduction The D...
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Vistra Corp. (NYSE: VST) is the focus of IBN's latest stock spotlight. The company's shares have moved -2.22% on the day to $85.28. Vistra Corp., together with its subsidiaries, operates as an integrated retail electricity and power generation company. The company operates through six segments...
2024-06-27 16:00:00 ET The utility scene may very well be an indirect way to play increased energy use as emerging, power-hungry technologies rise. Indeed, the latest GPUs (graphics processing units) are needed to run (or accelerate) the most capable large language models (LLMs). As generat...
Vistra Corp. (NYSE: VST) is the focus of IBN's latest stock spotlight. The company's shares have moved -4.22% on the day to $83.89. Vistra Corp., together with its subsidiaries, operates as an integrated retail electricity and power generation company. The company operates through six segments...