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CWB’s 19% YTD Return Shows How Convertible Bonds Bridge Stock Gains and Income Floor
24/7 Wall St.76d agoneutral
CWB’s 19% YTD Return Shows How Convertible Bonds Bridge Stock Gains and Income Floor

Convertible bonds sit in an odd corner of capital markets: corporate debt with an embedded equity option, paying coupon income while carrying upside tied to the issuer’s stock. The SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB) is the largest fund built around that hybrid, with roughly $5 billion in assets and a 0.40% expense ratio. CWB ... CWB’s 19% YTD Return Shows How Convertible Bonds Bridge Stock Gains and Income Floor

Forget MSTR—This BTC Peer's Stock Gained 37% This Month, Powered By Hyperscalers Lease Talks And Elite Hedge Fund Buys
Benzinga76d agobullish
Forget MSTR—This BTC Peer's Stock Gained 37% This Month, Powered By Hyperscalers Lease Talks And Elite Hedge Fund Buys

Shares of CleanSpark Inc. (NASDAQ:CLSK) are in the spotlight along with the crypto-proxy heavyweights like Strategy Inc. (NASDAQ:MSTR) as its strategic pivot toward artificial intelligence (AI) infrastructure sparks a technical breakout. CLSK Stock’s Momentum Score Rises Over the past week, CleanSpark's Benzinga Edge Stock Rankings‘ momentum score surged from a solid 79.51 to a top-tier 93.52. This leap places the stock in the upper echelon of market performers, as the momentum metric measures a

What Makes EQT (EQT) a High -Quality Business?
Insider Monkey77d agoneutral
What Makes EQT (EQT) a High -Quality Business?

Eagle Capital Management, an investment management company, released its first quarter 2026 investor letter. A copy of the letter is available to download here. The letter notes that individual stocks and subsectors are now more reactive to sentiments, reducing market efficiency but creating opportunities to add value. Over the last decade, multi-asset managers, or pods, […]

Eagle Capital Management Bet on Danaher (DHR) for Its Mid-Teens EPS Growth
Insider Monkey77d agoneutral
Eagle Capital Management Bet on Danaher (DHR) for Its Mid-Teens EPS Growth

Eagle Capital Management, an investment management company, released its first quarter 2026 investor letter. A copy of the letter is available to download here. The letter notes that individual stocks and subsectors are now more reactive to sentiments, reducing market efficiency but creating opportunities to add value. Over the last decade, multi-asset managers, or pods, […]

Analyzing Workday’s (WDAY) Ideocratic Earnings Growth Dynamics
Insider Monkey77d agoneutral
Analyzing Workday’s (WDAY) Ideocratic Earnings Growth Dynamics

Eagle Capital Management, an investment management company, released its first quarter 2026 investor letter. A copy of the letter is available to download here. The letter notes that individual stocks and subsectors are now more reactive to sentiments, reducing market efficiency but creating opportunities to add value. Over the last decade, multi-asset managers, or pods, […]

Will SAP SE (SAP) Benefit From Its Cloud Migration?
Insider Monkey77d agoneutral
Will SAP SE (SAP) Benefit From Its Cloud Migration?

Eagle Capital Management, an investment management company, released its first quarter 2026 investor letter. A copy of the letter is available to download here. The letter notes that individual stocks and subsectors are now more reactive to sentiments, reducing market efficiency but creating opportunities to add value. Over the last decade, multi-asset managers, or pods, […]

What Offers Mercado Libre (MELI) a Longer Runway for Extraordinary Growth?
Insider Monkey77d agoneutral
What Offers Mercado Libre (MELI) a Longer Runway for Extraordinary Growth?

Eagle Capital Management, an investment management company, released its first quarter 2026 investor letter. A copy of the letter is available to download here. The letter notes that individual stocks and subsectors are now more reactive to sentiments, reducing market efficiency but creating opportunities to add value. Over the last decade, multi-asset managers, or pods, […]

Humana (HUM) is Rebounding to a Multi-Year Improvement in Margins and Returns
Insider Monkey77d agoneutral
Humana (HUM) is Rebounding to a Multi-Year Improvement in Margins and Returns

Eagle Capital Management, an investment management company, released its first quarter 2026 investor letter. A copy of the letter is available to download here. The letter notes that individual stocks and subsectors are now more reactive to sentiments, reducing market efficiency but creating opportunities to add value. Over the last decade, multi-asset managers, or pods, […]

UnitedHealth Group (UNH) Gains as Managed Care Outgrows Economy
Insider Monkey77d agoneutral
UnitedHealth Group (UNH) Gains as Managed Care Outgrows Economy

Eagle Capital Management, an investment management company, released its first quarter 2026 investor letter. A copy of the letter is available to download here. The letter notes that individual stocks and subsectors are now more reactive to sentiments, reducing market efficiency but creating opportunities to add value. Over the last decade, multi-asset managers, or pods, […]

Bitcoin, Ethereum, XRP, Dogecoin Rebound On Trump's Iran Remarks: Analyst Says Watch Out For This BTC Level
Benzinga78d agoneutral
Bitcoin, Ethereum, XRP, Dogecoin Rebound On Trump's Iran Remarks: Analyst Says Watch Out For This BTC Level

Leading cryptocurrencies rallied alongside stocks on Wednesday as President Donald Trump’s latest remarks on Iran helped ease geopolitical tensions. Cryptocurrency24-Hour Gains +/-Price (Recorded at 9:25 p.m. EDT)Bitcoin (CRYPTO: BTC)+1.40%$77,786.61Ethereum (CRYPTO: ETH) +1.43%$2,140.79XRP (CRYPTO: XRP) +1.67%$1.37Solana (CRYPTO: SOL) +2.68%$86.47Dogecoin (CRYPTO: DOGE) +1.65%$0.1044 Crypto Market Rallies Bitcoin broke through the resistance at $78,000, with trading volume rising nearly 6% over

MSTY Holders Face a Risk That Has Nothing to Do With Bitcoin Falling
24/7 Wall St.78d agobearish
MSTY Holders Face a Risk That Has Nothing to Do With Bitcoin Falling

The YieldMax MSTR Option Income Strategy ETF (NASDAQ:MSTY) trades near $24, and the trap in that number is what it has done while bitcoin spent most of the last year doing something else. MSTY launched in February 2024 as a way to monetize the option premium on MicroStrategy shares and hand investors a triple-digit distribution ... MSTY Holders Face a Risk That Has Nothing to Do With Bitcoin Falling

Bank of America discloses exposure to Bitcoin, XRP, Ether, Solana
TheStreet78d agoneutral
Bank of America discloses exposure to Bitcoin, XRP, Ether, Solana

In its latest 13F filing, the Bank of America (NYSE: BAC) has disclosed a massive indirect exposure to Bitcoin (BTC), XRP, Ethereum (ETH), and Solana (SOL) and a direct exposure to several crypto companies. The Wall Street banking giant's filing with the Securities and Exchange Commission ...

IBIT Down 6.4% While FDIG Soars 18.5% in 2026 and Bitcoin Itself Explains Almost Nothing About the Gap
24/7 Wall St.79d agobullish
IBIT Down 6.4% While FDIG Soars 18.5% in 2026 and Bitcoin Itself Explains Almost Nothing About the Gap

The iShares Bitcoin Trust ETF (NASDAQ:IBIT) and the Fidelity Crypto Industry and Digital Payments ETF (NASDAQ:FDIG) offer fundamentally different exposures. One holds bitcoin itself. The other holds companies that touch bitcoin. So far in 2026, the route through companies has been the better trade by a wide margin: FDIG is up 18.52% year to date ... IBIT Down 6.4% While FDIG Soars 18.5% in 2026 and Bitcoin Itself Explains Almost Nothing About the Gap

Why Strategy (MSTR) Stock Is Nosediving
StockStory79d agoneutral
Why Strategy (MSTR) Stock Is Nosediving

Shares of bitcoin development company Strategy (NASDAQ:MSTR) fell 5.1% in the afternoon session after the company disclosed plans to repurchase $1.5 billion of its convertible senior notes, with the buyback potentially funded by selling some of its Bitcoin holdings.

Bitcoin Bears Are Dead Wrong, Analyst Says, But XRP Is Not On His Altcoin Shortlist
Benzinga79d agoneutral
Bitcoin Bears Are Dead Wrong, Analyst Says, But XRP Is Not On His Altcoin Shortlist

Crypto analyst Taiki Maeda argues Bitcoin (CRYPTO: BTC) bottomed at $60,000 and named Zcash (CRYPTO: ZEC), Hyperliquid (CRYPTO: HYPE), and Bitcoin as his “holy trinity” portfolio destined for significantly higher prices. Bitcoin Bottomed At $60,000 On Peak Bearish Sentiment Maeda pointed to the Fear and Greed Index hitting the lowest reading in crypto’s history last month at $66,000 Bitcoin—lower than the 3AC collapse, Luna crash, or COVID crash. “We hit the lowest fear and greed rating in the h

Analyst predicts 140% upside for MicroStrategy stock
TheStreet79d agoneutral
Analyst predicts 140% upside for MicroStrategy stock

2026 has hardly brought any respite to the Strategy (Nasdaq: MSTR), formerly known as MicroStrategy, stock. Even though the stock is up nearly 10% this year, the performance has been rather flat over the last month. Even then, an analyst has raised its price target on the Strategy stock due to two ...