<link>https://www.fool.com</link><width>144</width><height>34</height></image><item><title>Meet the Quantum Computing Stock That Could Crush IonQ in 2026</h1> <article> <h1>Meet the Quantum Computing Stock That Could Crush IonQ in 2026</h1> <p>newsfeedback@fool.com (John Bromels) — Sat, 16 May 2026 16:15:00 -0400</p> <p>Given the wild success that quantum computing start-ups like <strong>IonQ </strong><span class="ticker" data-id="369917">(NYSE: IONQ)</span> enjoyed in 2025, it's no surprise that even more new players have entered the field in 2026.</p><p>One of these contenders for quantum dominance is <strong>Infleqtion </strong><span class="ticker" data-id="659062">(NYSE: INFQ)</span>, which briefly reached a market cap of $6 billion in April, despite going public only in February.</p><p>But could this scrappy upstart's performance really crush the more established IonQ in 2026? I believe it could. Here's how Infleqtion might pull it off.</p><p><a href="https://www.fool.com/investing/2026/05/16/meet-the-quantum-computing-stock-that-could-crush/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Elon Musk, Chip Giant?</h1> <p>newsfeedback@fool.com (Motley Fool Staff) — Sat, 16 May 2026 16:10:53 -0400</p> <p>In this episode of <em>Motley Fool Hidden Gems Investing</em>, Motley Fool contributors Travis Hoium and Dan Caplinger and analyst Tim Beyers discuss:</p><p>To catch full episodes of all The Motley Fool's free podcasts, check out our <a href="https://www.fool.com/podcasts/">podcast center</a>. When you're ready to invest, check out <a href="https://www.fool.com/investing/top-stocks-to-buy-and-hold/">this top 10 list of stocks to buy</a>.</p><p>A full transcript is below.</p><p><a href="https://www.fool.com/investing/2026/05/16/elon-musk-chip-giant/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Here's the Average Social Security Benefit at 62 -- and How to Boost It By $99 in 1 Year</h1> <p>newsfeedback@fool.com (Kailey Hagen, CFP) — Sat, 16 May 2026 16:00:00 -0400</p> <p>When you claim Social Security as soon as you become eligible at 62, you're guaranteed to get the greatest number of checks. But that's not always the same as getting the largest lifetime benefit.</p><p>Claiming early reduces your monthly benefit amount by up to 30%. However, there's a way to mitigate this penalty and increase your benefit significantly in just one year.</p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/retirement/2026/05/16/heres-the-average-social-security-benefit-at-62-an/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Is the Vanguard Information Technology ETF the Right Fit for Your Portfolio Before Summer?</h1> <p>newsfeedback@fool.com (Dave Kovaleski) — Sat, 16 May 2026 15:46:02 -0400</p> <p>Tech stocks have stormed back in recent weeks and have a lot of momentum heading into the summer.</p><p>But even as the Nasdaq has rallied, the <strong>Vanguard Information Technology ETF</strong> <span class="ticker" data-id="221809">(NYSEMKT: VGT)</span> has performed even better. The Vanguard Information Technology ETF is up 22% year-to-date (YTD) and 50% over the past 12 months.</p><p>That's significantly better than the Nasdaq 100 and the <strong>Invesco QQQ</strong> <span class="ticker" data-id="206254">(NASDAQ: QQQ)</span>, which tracks the Nasdaq 100. The QQQ is up about 17% YTD and roughly 39% over the past year.</p><p><a href="https://www.fool.com/investing/2026/05/16/is-etf-name-the-right-fit-for-your-portfolio-befor/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Duke vs. Dominion: Which Dividend-Paying Utility Stock Pays You Better in the Long Run?</h1> <p>newsfeedback@fool.com (James Brumley) — Sat, 16 May 2026 15:45:00 -0400</p> <p>Contrary to a common assumption, not all <a href="https://www.fool.com/investing/stock-market/market-sectors/utilities/">utility stocks</a> are the same. Not only do they offer differing dividend yields, but each also brings different degrees of risk and upside to the table.</p><p>And this raises a question: Among the lower-profile names in the business like <strong>Duke Energy</strong> <span class="ticker" data-id="203348">(NYSE: DUK)</span> and <strong>Dominion Energy</strong> <span class="ticker" data-id="203276">(NYSE: D)</span>, which is the better long-term bet for income-minded investors?</p><p>The answer might surprise you.</p><p><a href="https://www.fool.com/investing/2026/05/16/duke-vs-dominion-dividend-paying-utility-stock/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>1 Chip Stock Making Bold Plans</h1> <p>newsfeedback@fool.com (Motley Fool Staff) — Sat, 16 May 2026 15:39:46 -0400</p> <p>In this episode of <em>Motley Fool Hidden Gems Investing</em>, Motley Fool contributors Tyler Crowe, Matt Frankel, and Jon Quast discuss:</p><p>To catch full episodes of all The Motley Fool's free podcasts, check out our <a href="https://www.fool.com/podcasts/">podcast center</a>. When you're ready to invest, check out <a href="https://www.fool.com/investing/top-stocks-to-buy-and-hold/">this top 10 list of stocks to buy</a>.</p><p>A full transcript is below.</p><p><a href="https://www.fool.com/investing/2026/05/16/1-chip-stock-making-bold-plans/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Risky Integration or Rewarding Returns? The Stakes of SoundHound's LivePerson Acquisition.</h1> <p>newsfeedback@fool.com (Jack Delaney) — Sat, 16 May 2026 15:30:00 -0400</p> <p>When <strong>SoundHound AI</strong> <span class="ticker" data-id="430224">(NASDAQ: SOUN)</span> reported strong revenue growth for its 2026 first-quarter results, the stock price started to slide.</p><p>One reason may have been disappointment that the company maintained its 2026 full-year revenue forecast of $225 million to $260 million. What seemed to be a main culprit for the stock price drop, however, is SoundHound's intention to buy <strong>LivePerson</strong> <span class="ticker" data-id="206579">(NASDAQ: LPSN)</span>.</p><p>Some may view it as a money pit, but SoundHound believes it will be a meaningful <a href="https://www.fool.com/investing/stock-market/basics/revenue-vs-profit/">revenue generator</a>. The determining factor will be how well SoundHound can cross-sell and extract value from LivePerson.</p><p><a href="https://www.fool.com/investing/2026/05/16/risky-integration-returns-soundhound-liveperson/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Oil, Geopolitics, and Occidental Petroleum: Here's Where the Stock Could Be in 12 Months</h1> <p>newsfeedback@fool.com (Matt DiLallo) — Sat, 16 May 2026 15:15:00 -0400</p> <p><span data-preserver-spaces="true">A lot has happened with </span><strong><span data-preserver-spaces="true">Occidental Petroleum</span></strong><span data-preserver-spaces="true"> <span class="ticker" data-id="204875">(NYSE: OXY)</span> over the past year. The oil company sold its chemicals business and completed its debt reduction plan. Meanwhile, oil prices have surged due to the war with Iran. </span></p><p><span data-preserver-spaces="true">The surge in oil prices and the related geopolitical issues in the Middle East could be </span><span data-preserver-spaces="true">big</span><span data-preserver-spaces="true"> catalysts for </span><span data-preserver-spaces="true">the</span> <a class="editor-rtfLink" href="https://www.fool.com/investing/stock-market/market-sectors/energy/oil-stocks/" target="_blank"><span data-preserver-spaces="true">oil </span><span data-preserver-spaces="true">stock</span></a><span data-preserver-spaces="true"> over the next 12 months.</span><span data-preserver-spaces="true"> Here's what I see ahead for Occidental.</span></p><p class="caption">Image source: The Motley Fool. </p><p><a href="https://www.fool.com/investing/2026/05/16/oil-geopolitics-and-occidental-petroleum-heres-whe/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Under Greg Abel, Apple Stock Looks Like It's Here to Stay in Berkshire Hathaway's Portfolio</h1> <p>newsfeedback@fool.com (Daniel Sparks) — Sat, 16 May 2026 15:06:00 -0400</p> <p><strong>Berkshire Hathaway</strong> <span class="ticker" data-id="206249">(NYSE: BRKA)</span><span class="ticker" data-id="206602">(NYSE: BRKB)</span> released its first 13-F filing under new CEO Greg Abel late on Friday, and it included two of the most striking equity moves the conglomerate has made in years. Most notably, Abel and his team chose not to trim Berkshire's massive stake in <strong>Apple</strong> <span class="ticker" data-id="202686">(NASDAQ: AAPL)</span> -- halting a multi-quarter selling trend that former CEO Warren Buffett had presided over for nearly two years. Equally telling, Berkshire more than tripled its position in <strong>Alphabet</strong> <span class="ticker" data-id="288965">(NASDAQ: GOOG)</span><span class="ticker" data-id="203768">(NASDAQ: GOOGL)</span>, a position the Buffett-era team had only initiated months earlier. </p><p>These moves signal a vote of confidence in big tech from a CEO previously known for his operating work running Berkshire's collection of utilities. They may also confirm something many longtime Berkshire shareholders had suspected: that the prior selling of Apple was less about a souring view on the iPhone maker and more about right-sizing a position that had grown enormous through years of compounding. I <a href="https://www.fool.com/investing/2025/12/22/prediction-berkshire-hathaway-will-stop-selling-ap/">predicted in </a> that Abel would put an end to the trimming -- and so far, that is exactly what is happening.</p><p>But there is more to this filing than just Apple and Alphabet. The cleanup of several other positions reveals how Abel may run the portfolio going forward.</p><p><a href="https://www.fool.com/investing/2026/05/16/under-greg-abel-apple-stock-looks-like-its-here-to/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Prediction: This Will Be the Next $1 Trillion Company</h1> <p>newsfeedback@fool.com (Keithen Drury) — Sat, 16 May 2026 15:00:00 -0400</p> <p>The $1 trillion club used to be fairly exclusive. Now, it's becoming a lot more crowded. As of the time of writing, 13 companies worldwide have breached the $1 trillion market value threshold.</p><p>Yet, there's one right on the doorstep of being admitted: <strong>Micron Technology</strong> <span class="ticker" data-id="204594">(NASDAQ: MU)</span>. It's about a $900 billion company right now, so it only needs a bit more than a 10% move to join the $1 trillion club. However, Micron's stock has been so hot in the past few weeks that this move could happen in a matter of days.</p><p>Micron has been an incredible investment story, but is it still worth buying after its amazing rally? Let's take a look.</p><p><a href="https://www.fool.com/investing/2026/05/16/prediction-this-will-be-next-1-trillion-company/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>SoFi Stock Is Getting Absolutely Crushed This Year. Is It Finally Time to Buy?</h1> <p>newsfeedback@fool.com (Jennifer Saibil) — Sat, 16 May 2026 14:45:00 -0400</p> <p>Last year was a huge one for <strong>SoFi Technologies</strong> <span class="ticker" data-id="344590">(NASDAQ: SOFI)</span>, which saw its stock soar 71%. However, 2026 has been a different story. Shares of the online financial services company have been crushed so far this year, slumping 55% from their high despite pretty fantastic growth.</p><p>Is the stock oversold at the current price? And is this <a href="https://www.fool.com/investing/how-to-invest/stocks/how-to-invest-in-sofi-stock/">a buying opportunity</a>? </p><p>SoFi reported robust growth in the 2026 first quarter. It was another quarter of record new members, adding 1.1 million in the quarter, a 35% increase over last year, for a total of 14.7 million. That means it's still firmly in high-growth mode, with accelerated add-ons. Its unaided brand awareness is still fairly low at 10%, but it's increasing. That means its marketing campaigns are doing their job, but the growth runway is still long.</p><p><a href="https://www.fool.com/investing/2026/05/16/sofi-stock-is-getting-absolutely-crushed-this-year/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Kevin Warsh Is In. Jerome Powell Is Out. Here's What a New Fed Chair Means for Trump's Bull Market.</h1> <p>newsfeedback@fool.com (Johnny Rice) — Sat, 16 May 2026 14:30:00 -0400</p> <p>President Donald Trump's nominee to replace Jerome Powell will have his work cut out for him. After a lengthy process, Kevin Warsh was finally confirmed on Wednesday as the new head of the Federal Reserve.</p><p>Even as a historic bull market pushes the <strong>S&P 500 </strong>and the <strong>Nasdaq Composite</strong> to record highs, Warsh is tasked with helping the American economy navigate some turbulent waters: a President calling publicly for lower rates while oil prices spike and inflation jumps. </p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/investing/2026/05/16/kevin-warsh-is-in-jerome-powell-is-out-heres-what/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>ACI Worldwide Stock Trails S&P 500 by 40 Points as One Fund Cuts Stake by $4.4 Million</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 16 May 2026 14:28:09 -0400</p> <p>Aristotle Capital Boston cut its stake in <strong>ACI Worldwide</strong> <span class="ticker" data-id="205809">(NASDAQ:ACIW)</span> by 105,810 shares in the first quarter, an estimated $4.44 million trade based on quarterly average pricing, according to a May 15, 2026, SEC filing.</p><p>Aristotle Capital Boston disclosed in a <a href="https://www.sec.gov/Archives/edgar/data/1633911/000139834426009206/0001398344-26-009206-index.html">May 15, 2026, SEC filing</a> that it sold 105,810 shares of ACI Worldwide during the first quarter. The estimated value of this reduction, based on the average closing price for the period, was approximately $4.44 million. The stake’s quarter-end market value decreased by $9.56 million, a figure that includes both share sales and changes in the stock price.</p><p>ACI Worldwide, Inc. is a global provider of software solutions focused on digital payments and real-time transaction processing. The company leverages a broad product suite and cloud-based platforms to address the evolving needs of financial institutions and merchants. Its scale and deep expertise in payment infrastructure position it as a key enabler of secure, efficient, and innovative payment experiences across diverse industries.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/16/aci-worldwide-stock-trails-s-and-p-500-by-40-points-as-one-fund-cuts-stake-by-usd4-4-million/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Devon Energy vs. Chevron: Here's the Better Oil Stock to Own Right Now</h1> <p>newsfeedback@fool.com (Reuben Gregg Brewer) — Sat, 16 May 2026 14:15:00 -0400</p> <p>The geopolitical conflict in the Middle East is headline-grabbing news. The energy market disruption caused by this event has pushed oil prices materially higher. That's good news for energy companies, but investors need to step back and make an honest assessment of their goals before buying an energy stock. </p><p>Here's why <strong>Devon Energy</strong> <span class="ticker" data-id="203351">(NYSE: DVN)</span> could be a better energy stock to own right now. And why long-term investors may actually prefer <strong>Chevron</strong> <span class="ticker" data-id="203255">(NYSE: CVX)</span>.</p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/investing/2026/05/16/devon-energy-vs-chevron-heres-the-better-oil-stock/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Perella Weinberg Stock Lags the Market. One Fund Just Bought $15 Million More</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 16 May 2026 14:02:20 -0400</p> <p>On May 15, 2026, Aristotle Capital Boston disclosed in an SEC filing that it bought 745,994 shares of <strong>Perella Weinberg Partners</strong> <span class="ticker" data-id="365229">(NASDAQ:PWP)</span>, an estimated $14.66 million trade based on quarterly average pricing.</p><p>According to its <a href="https://www.sec.gov/Archives/edgar/data/1633911/000139834426009206/0001398344-26-009206-index.html">SEC filing</a> dated May 15, 2026, Aristotle Capital Boston added 745,994 shares of <strong>Perella Weinberg Partners</strong> <span class="ticker" data-id="365229">(NASDAQ:PWP)</span> during the first quarter. The estimated value of the purchase was $14.66 million based on the period's average closing price. The fund's stake in the company rose to a total of 1,233,458 shares, with the quarter-end position value up by $13.97 million, which includes stock price movement.</p><p>Perella Weinberg Partners is a leading independent investment banking advisory company with a focus on strategic and financial counsel for complex transactions. It leverages deep industry expertise to advise clients on mergers and acquisitions, capital structure, and other mission-critical decisions. Its emphasis on tailored advisory solutions and a broad client network underpins its competitive positioning in the financial services sector.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/16/perella-weinberg-stock-lags-the-market-one-fund-just-bought-usd15-million-more/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>1 Surprising Way Oklo Could Benefit From the Looming SpaceX IPO</h1> <p>newsfeedback@fool.com (Ryan Vanzo) — Sat, 16 May 2026 14:00:00 -0400</p> <p data-local-id="bd8c70d6a48d" data-pm-slice="1 1 []" data-prosemirror-content-type="node" data-prosemirror-node-block="true" data-prosemirror-node-name="paragraph">According to many reports, SpaceX plans on <a href="https://www.fool.com/investing/2026/05/05/mark-your-calendar-the-spacex-ipo-should-occur-by/">going public this summer</a>. While there are certain methods <span style="box-sizing: border-box; margin: 0px; padding: 0px;">to <a href="https://www.fool.com/investing/how-to-invest/stocks/how-to-invest-in-spacex-stock/" target="_blank">invest in SpaceX right now</a>, an initial public offering (IPO) will make shares easily accessible to</span> billions of people around the globe.</p><p data-local-id="bd8c70d6a48d" data-pm-slice="1 1 []" data-prosemirror-content-type="node" data-prosemirror-node-block="true" data-prosemirror-node-name="paragraph">Most experts believe that SpaceX will target a valuation of around $1.75 trillion. That would allow the <a href="https://www.fool.com/investing/stock-market/market-sectors/industrials/space-stocks/">space stock</a> to raise somewhere between $50 billion and $75 billion. These figures would make the SpaceX IPO one of the biggest market debuts in history.</p><p data-local-id="bd8c70d6a48d" data-pm-slice="1 1 []" data-prosemirror-content-type="node" data-prosemirror-node-block="true" data-prosemirror-node-name="paragraph">Even though the exact details have yet to be released, the event is already drawing significant attention -- attention that may soon spotlight an issue that nuclear reactor specialist <strong>Oklo</strong> <span class="ticker" data-id="539097">(NYSE: OKLO)</span> is looking to solve. </p><p><a href="https://www.fool.com/investing/2026/05/16/1-surprising-way-oklo-inc-could-benefit-from-the/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Huron Revenue Hit a Record $444 Million. So Why Did This Fund Trim Its Stake?</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 16 May 2026 13:56:17 -0400</p> <p>On May 15, 2026, Aristotle Capital Boston disclosed selling 40,351 shares of <strong>Huron Consulting Group</strong> <span class="ticker" data-id="209015">(NASDAQ:HURN)</span>, an estimated $6.07 million trade based on quarterly average pricing.</p><p>According to an <a href="https://www.sec.gov/Archives/edgar/data/1633911/000139834426009206/0001398344-26-009206-index.html">SEC filing</a> dated May 15, 2026, Aristotle Capital Boston sold 40,351 shares of <strong>Huron Consulting Group</strong> <span class="ticker" data-id="209015">(NASDAQ:HURN)</span> during the first quarter of 2026. The estimated transaction value for this activity is approximately $6.07 million, calculated using the mean unadjusted closing price for the quarter. The fund held 249,912 shares, worth $31.90 million, at quarter-end. The net position value declined by $18.29 million over the period, impacted by price changes.</p><p>Huron Consulting Group is a leading professional services firm specializing in consulting solutions for healthcare, education, and business sectors. The company leverages deep industry expertise to drive operational efficiency, digital transformation, and strategic growth for its clients. With a diversified client base and a focus on value-added advisory services, Huron maintains a competitive position in the consulting industry.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/16/huron-revenue-hit-a-record-usd444-million-so-why-did-this-fund-trim-its-stake/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>1 Tech ETF to Load Up On and Hold for the Long Haul</h1> <p>newsfeedback@fool.com (Stefon Walters) — Sat, 16 May 2026 13:45:00 -0400</p> <p>Over the past decade, the stock market has been dominated by the tech sector, and it honestly hasn't been close. Now, nine of the world's 10 most valuable public companies are tech companies, all with a market capitalization above $1.5 trillion (as of May 14).</p><p>Many people made a lot of money <a href="https://www.fool.com/investing/stock-market/market-sectors/information-technology/">investing in tech stocks</a> over the years, but there are still plenty of growth opportunities ahead for the sector. Instead of trying to pick the "winners," one of the best ways to benefit is by investing in a tech exchange-traded fund (ETF).</p><p>There are no shortages to choose from, but a good go-to is the <strong>Invesco Nasdaq 100 ETF</strong> <span class="ticker" data-id="343259">(NASDAQ: QQQM)</span>. Here's why.</p><p><a href="https://www.fool.com/investing/2026/05/16/1-tech-etf-to-load-up-and-hold-for-the-long-haul/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>This Semiconductor Stock Has Jumped 330% and Just Became a Top 8% Portfolio Holding</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 16 May 2026 13:44:46 -0400</p> <p>On May 15, 2026, Vazirani Asset Management disclosed a new position in <strong>SkyWater Technology</strong> <span class="ticker" data-id="345197">(NASDAQ:SKYT)</span>, acquiring 125,000 shares in a trade estimated at $3.67 million based on quarterly average pricing.</p><p>According to a <a href="https://www.sec.gov/Archives/edgar/data/1716476/000171647626000002/0001716476-26-000002-index.html">SEC filing</a> dated May 15, 2026, Vazirani Asset Management initiated a new position in SkyWater Technology, purchasing 125,000 shares. The estimated value of the trade was $3.67 million, based on the quarterly average closing price for the period ended March 31, 2026. The quarter-end value of the stake, reflecting both the purchase and share price movement, was $3.43 million.</p><p>SkyWater Technology is a U.S.-based semiconductor foundry specializing in advanced engineering and manufacturing solutions for a broad range of end markets. The company leverages a collaborative approach to technology development, enabling customers to accelerate innovation in critical and emerging applications. Its competitive advantage lies in its ability to provide flexible, U.S.-domiciled manufacturing services tailored to specialized and high-reliability requirements.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/16/this-semiconductor-stock-jumped-330-and-just-became-a-top-8-portfolio-holding/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>This Gold Stock Is Up 140%. One Investor Has Made It a 15% Portfolio Holding</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 16 May 2026 13:38:05 -0400</p> <p>On May 15, 2026, Vazirani Asset Management disclosed a new position in <strong>Allied Gold Corporation</strong> <span class="ticker" data-id="562492">(NYSE:AAUC)</span>, acquiring 148,400 shares in a trade estimated at $4.48 million based on quarterly average pricing.</p><p>According to a <a href="https://www.sec.gov/Archives/edgar/data/1716476/000171647626000002/0001716476-26-000002-index.html">Securities and Exchange Commission (SEC) filing</a> dated May 15, 2026, Vazirani Asset Management reported acquiring 148,400 shares of <strong>Allied Gold Corporation</strong> <span class="ticker" data-id="562492">(NYSE:AAUC)</span>. The estimated value of the trade is $4.48 million, based on the average closing price from January 1 to March 31, 2026. Post-trade, the position is valued at $6.40 million, reflecting the establishment of a new stake this quarter.</p><p>Allied Gold Corporation is a Toronto-based gold producer with a diversified portfolio of mining assets across West and East Africa. Allied Gold Corporation holds mining assets across multiple African countries, including Mali, Côte d'Ivoire, and Ethiopia.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/16/this-gold-stock-is-up-140-one-investor-has-made-it-a-15-portfolio-holding/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>The Energy Stock Nobody Is Talking About -- But Should Be</h1> <p>newsfeedback@fool.com (Matt DiLallo) — Sat, 16 May 2026 13:30:00 -0400</p> <p><span data-preserver-spaces="true">The U.S. is experiencing a power surge. The emergence of AI data centers will drive a massive increase in electricity demand in the coming years. Power demand by data centers in the U.S. could grow by 100 gigawatts (GW) by 2035. That's more than double the expected 75.8 GW of demand by U.S. data centers this year. </span></p><p><strong><span data-preserver-spaces="true">Clearway Energy</span></strong><span data-preserver-spaces="true"> <span class="ticker" data-id="288133">(NYSE: CWEN)</span>(NYSE: CWENA) is one of the country's largest clean power producers. That puts it in a strong position to capitalize on the country's power surge. Despite that, no one is talking about the</span><a class="editor-rtfLink" href="https://www.fool.com/investing/stock-market/market-sectors/energy/" target="_blank"><span data-preserver-spaces="true"> energy stock</span></a><span data-preserver-spaces="true">. Here's why more investors should be talking about Clearway Energy.</span></p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/investing/2026/05/16/the-energy-stock-nobody-is-talking-about-but-shoul/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>This Senior Living Stock Is Up 45%. One Investor Just Doubled Down With $179 Million</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 16 May 2026 13:18:38 -0400</p> <p>On May 15, 2026, Conversant Capital disclosed a significant buy of Sonida Senior Living <span class="ticker" data-id="206927">(NYSE:SNDA)</span>, adding 5,341,221 shares in a transaction estimated at $178.71 million based on quarterly average pricing.</p><p>According to a <a href="https://www.sec.gov/Archives/edgar/data/1850901/000185090126000003/0001850901-26-000003-index.html">May 15, 2026, SEC filing</a>, Conversant Capital increased its position in <strong>Sonida Senior Living</strong> <span class="ticker" data-id="206927">(NYSE:SNDA)</span> by 5,341,221 shares. The estimated value of shares acquired was $178.71 million, based on the average closing price during the first quarter of 2026. The fund's stake in Sonida Senior Living was valued at $471.04 million at quarter end, a $168.92 million increase over the prior period.</p><p>Sonida Senior Living, Inc. operates in multiple states and provides a diversified service offering, including independent living, assisted living, and memory care. The company serves seniors and their families seeking a range of residential care solutions.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/16/this-senior-living-stock-is-up-45-one-investor-just-doubled-down-with-usd179-million/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>FDVV vs. HDV: Which Dividend Stock ETF is a Better Buy?</h1> <p>newsfeedback@fool.com (Ben Gran) — Sat, 16 May 2026 13:15:00 -0400</p> <p>Why should anyone buy dividend stocks?</p><p>Dividend stock ETFs offer you the chance to own consistently profitable companies that are expected to deliver steady dividend income. There are no guarantees that any sector or type of fund will outperform the <strong>S&P 500</strong> index or avoid the risk of loss. But dividend stocks are generally considered to be "calmer" and less volatile than tech stocks.</p><p>If you want to invest in <a href="https://www.fool.com/investing/2026/04/24/smartest-dividend-etf-to-buy-with-2000-april-2026/">dividend ETFs</a>, two popular funds are worth considering. The <strong>Fidelity High Dividend ETF</strong> <span class="ticker" data-id="339458">(NYSEMKT: FDVV)</span> and the <strong>iShares Core High Dividend ETF</strong> <span class="ticker" data-id="248402">(NYSEMKT: HDV)</span> offer competitive dividend yields. The Fidelity fund has outperformed the iShares fund in recent years, but the iShares fund could be the better buy for the future. Here are a few reasons why.</p><p><a href="https://www.fool.com/investing/2026/05/16/fdvv-vs-hdv-which-dividend-stock-etf-is-a-better/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>This REIT Stock Rose 16% in a Year, but a Major Holder Still Fully Exited a $35 Million Position</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 16 May 2026 13:12:05 -0400</p> <p>On May 15, 2026, Conversant Capital disclosed in an SEC filing that it sold out of <strong>Global Net Lease</strong> <span class="ticker" data-id="336812">(NYSE:GNL)</span>, unloading 3,803,654 shares in an estimated $35.80 million trade based on quarterly average pricing.</p><p>According to an <a href="https://www.sec.gov/Archives/edgar/data/1850901/000185090126000003/0001850901-26-000003-index.html">SEC filing</a> dated May 15, 2026, Conversant Capital sold its entire stake of 3,803,654 shares in Global Net Lease. The estimated transaction value was $35.80 million, calculated using the average closing price for the first quarter of 2026. The net position change, reflecting share sales and stock price movement, totaled $32.71 million for the quarter.</p><p>Global Net Lease is a publicly traded REIT specializing in the acquisition and management of net-leased commercial real estate assets. The company leverages sale-leaseback structures and long-term leases to provide predictable income streams. Its international portfolio and focus on mission-critical properties offer diversification and resilience within the commercial real estate sector.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/16/this-reit-stock-rose-16-in-a-year-but-a-major-holder-still-fully-exited-a-usd35-million-position/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>A Roth IRA Conversion Could Raise Your 2026 Tax Bill. Here Are 3 Reasons to Do It Anyway.</h1> <p>newsfeedback@fool.com (Kailey Hagen, CFP) — Sat, 16 May 2026 13:00:00 -0400</p> <p>You want to pay as little as possible in taxes, but when it comes to retirement savings, there's a trade-off you have to weigh. Using tax-deferred accounts, like traditional IRAs and 401(k)s, lowers your tax bill today, but it increases your future tax burden.</p><p>You can mitigate this by doing a <a href="https://www.fool.com/retirement/plans/roth-ira/conversion/">Roth IRA conversion</a> now. This changes some of your tax-deferred savings into Roth savings, which allow for tax-free withdrawals in retirement. The move will increase your tax bill this year, but you may want to do it anyway if any of the three things appeal to you.</p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/retirement/2026/05/16/a-roth-ira-conversion-could-raise-your-2026-tax-bi/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>This Medical Device Stock Is Down 25%. One Fund Just Disclosed Buying $5 Million More</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 16 May 2026 12:59:44 -0400</p> <p>Sea Cliff Partners Management disclosed a purchase of 55,359 <strong>Integer Holdings</strong> <span class="ticker" data-id="337739">(NYSE:ITGR)</span> shares in its May 15, 2026, SEC filing, an estimated $4.71 million trade based on quarterly average pricing.</p><p>According to its <a href="https://www.sec.gov/Archives/edgar/data/2011655/000142050626001094/0001420506-26-001094-index.html">SEC filing</a> dated May 15, 2026, Sea Cliff Partners Management increased its position in <strong>Integer Holdings</strong> <span class="ticker" data-id="337739">(NYSE:ITGR)</span> by 55,359 shares during the first quarter. The estimated value of this trade was $4.71 million, based on the quarter’s average share price. The quarter-end position was worth $16.57 million. The net position change, including market movement, was $6.14 million higher than the prior quarter.</p><p>Integer Holdings is a leading medical device outsource manufacturer with a broad portfolio serving the global healthcare industry. The company leverages advanced manufacturing capabilities and deep engineering expertise to deliver high-quality products for complex medical applications. Its scale, technical know-how, and diversified customer relationships underpin a competitive position in the medical device supply chain.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/16/this-medical-device-stock-is-down-25-one-fund-just-disclosed-buying-usd5-million-more/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>What to Know About This Fund’s $8 Million Sprinklr Exit Amid AI Push</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 16 May 2026 12:52:21 -0400</p> <p>On May 15, 2026, Sea Cliff Partners Management, LP, fully exited its position in <strong>Sprinklr</strong> <span class="ticker" data-id="347639">(NYSE:CXM)</span>, selling 1,334,112 shares in an estimated $8.28 million trade based on average quarterly pricing.</p><p>According to a <a href="https://www.sec.gov/Archives/edgar/data/2011655/000142050626001094/0001420506-26-001094-index.html">Securities and Exchange Commission (SEC) filing</a> dated May 15, 2026, Sea Cliff Partners Management sold its entire holding of 1,334,112 shares of Sprinklr. The estimated transaction value was $8.28 million, calculated using the average closing price from January 1 to March 31, 2026. The net position change for the quarter, including both trading activity and price fluctuation, was a decrease of $10.38 million.</p><p>Sprinklr, Inc. is a technology company specializing in enterprise cloud software for customer experience management at scale. The company leverages a comprehensive platform that integrates analytics, marketing, care, and engagement capabilities for large organizations.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/16/what-to-know-about-this-fund-s-usd8-million-sprinklr-exit-amid-ai-push/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Nvidia Reports Earnings on May 20. Here's the One Number That Matters Most.</h1> <p>newsfeedback@fool.com (Lyle Daly) — Sat, 16 May 2026 12:52:00 -0400</p> <p>The next earnings report for <strong>Nvidia </strong><span class="ticker" data-id="204770">(NASDAQ: NVDA)</span> is days away. It will report its first-quarter 2027 financial results on May 20.</p><p>Nvidia and analysts expect quarterly revenue of $78 billion. The chipmaker exceeded revenue expectations in all four quarters of its fiscal 2026, so a revenue beat is essentially priced in at this point. For investors planning to dig into Nvidia's earnings, there's a more important number to focus on.</p><p class="caption">Image source: Nvidia.</p><p><a href="https://www.fool.com/investing/2026/05/16/nvidia-reports-earnings-may-20-metric-matters/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>This Fund Slashed a Planet Fitness Bet as the Gym Giant Resets 2026 Expectations</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 16 May 2026 12:46:19 -0400</p> <p>Sea Cliff Partners Management cut its <strong>Planet Fitness</strong> <span class="ticker" data-id="335455">(NYSE:PLNT)</span> stake by 102,519 shares in first-quarter 2026, an estimated $9.01 million trade based on quarterly average pricing, according to a May 15, 2026, SEC filing.</p><p>According to a <a href="https://www.sec.gov/Archives/edgar/data/2011655/000142050626001094/0001420506-26-001094-index.html">May 15, 2026, SEC filing</a>, Sea Cliff Partners Management reduced its Planet Fitness holding by 102,519 shares during the first quarter of 2026. The estimated transaction value was $9.01 million, based on the period’s average share price. At quarter-end, the fund reported owning 102,481 Planet Fitness shares, with the position’s value falling by $14.61 million from the prior quarter, a change reflecting both trading and stock price moves.</p><p>Planet Fitness, Inc. operates one of the largest networks of fitness centers, with a focus on accessible, affordable gym memberships and a highly scalable franchise model. The company leverages its strong brand and cost-efficient structure to maintain a broad presence in the fitness industry.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/16/this-fund-slashed-a-planet-fitness-bet-as-the-gym-giant-resets-2026-expectations/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>This Is the Tech Stock I Keep Coming Back to No Matter What the Market Does</h1> <p>newsfeedback@fool.com (Micah Zimmerman) — Sat, 16 May 2026 12:45:00 -0400</p> <p>Every investor has a name that lives on the watch list. For me, with food stocks, it's <strong>Cava</strong>. In tech, that name is <strong>Cloudflare</strong> <span class="ticker" data-id="341555">(NYSE: NET)</span>. Cloudflare is not the most exciting artificial intelligence (AI) play, it is definitely not the cheapest infrastructure stock, and it just went through one of the worst weeks of its public life.</p><p>Yet, Cloudflare's underlying business keeps doing the kinds of things that matter over a five-to-10-year horizon, which is why it keeps drawing me back. </p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/investing/2026/05/16/the-tech-stock-i-keep-coming-back-to-no-matter/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>This Fund Added a New 5% Portfolio Position in a Surging Defense and Medtech Supplier</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 16 May 2026 12:37:02 -0400</p> <p>On May 15, 2026, Anchor Capital Management Company disclosed a new position in <strong>Knowles</strong> <span class="ticker" data-id="288876">(NYSE:KN)</span>, acquiring 189,817 shares in the first quarter. The estimated transaction value was $4.80 million, based on quarterly average pricing.</p><p>According to a <a href="https://www.sec.gov/Archives/edgar/data/2009885/000139834426009221/0001398344-26-009221-index.html">SEC filing</a> dated May 15, 2026, Anchor Capital Management Company disclosed a new position in <strong>Knowles</strong> <span class="ticker" data-id="288876">(NYSE:KN)</span>, acquiring 189,817 shares during the first quarter. The estimated transaction value was $4.80 million, calculated using the quarter’s average unadjusted closing price. The position’s value at quarter-end rose by $4.87 million, a figure that includes both trading activity and market price changes.</p><p>Knowles is a leading provider of advanced micro-acoustic and precision device solutions, serving a diverse set of industries worldwide. The company leverages its expertise in audio and RF technology to deliver high-performance components that are integral to a broad range of electronic applications. Knowles' strong market position is supported by its global reach, diversified customer base, and commitment to innovation.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/16/this-fund-added-a-new-5-portfolio-position-in-a-surging-defense-and-medtech-supplier/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>This $4 Million Rental Stock Buy Signals Confidence in Data Center Demand</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 16 May 2026 12:30:56 -0400</p> <p>Anchor Capital Management Company increased its stake in <strong>McGrath RentCorp</strong> <span class="ticker" data-id="204453">(NASDAQ:MGRC)</span> by 40,352 shares in the first quarter, an estimated $4.49 million trade based on quarterly average pricing, according to its May 15, 2026, SEC filing.</p><p>According to an <a href="https://www.sec.gov/Archives/edgar/data/2009885/000139834426009221/0001398344-26-009221-index.html">SEC filing</a> dated May 15, 2026, Anchor Capital Management Company increased its position in McGrath RentCorp by 40,352 shares during the first quarter. The estimated transaction value was approximately $4.49 million, calculated using the period’s average closing price. The quarter-end value of the fund’s position in McGrath RentCorp increased by $5.23 million, a figure that includes both the impact of trades and market pricing shifts.</p><p>McGrath RentCorp is a leading provider of business-to-business rental solutions, operating at scale with nearly $1 billion in annual revenue. The company leverages a diversified portfolio of modular buildings, test equipment, and containment solutions to address the needs of multiple industries. Its strategy centers on recurring rental income, strong customer relationships, and operational expertise, positioning it competitively in the rental and leasing services market.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/16/this-usd4-million-rental-stock-buy-signals-confidence-in-data-center-demand/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Warren Buffett Calls This Investment "the Right Thing for Most People." 1 Vanguard ETF Makes His Case Perfectly.</h1> <p>newsfeedback@fool.com (David Dierking) — Sat, 16 May 2026 12:30:00 -0400</p> <p>Ever since the Federal Reserve's aggressive rate-hiking cycle in 2022 resulted in the worst performance for <a href="https://www.fool.com/investing/how-to-invest/etfs/treasury-bond-etfs/">long-term Treasuries</a> in decades, investors have mostly ignored fixed income in their portfolios. That's been especially true given the artificial intelligence (AI) boom, which has produced huge returns for tech, semiconductor, and growth stocks.</p><p>Overweighting these stocks in a raging bull market isn't really <a href="https://www.fool.com/investing/how-to-invest/famous-investors/warren-buffett-investments/">Warren Buffett's style</a>, nor is ignoring fixed income in a diversified portfolio. His value-tilted approach hasn't done particularly well in the past few years, but it's been undeniably successful over the decades that he's been investing.</p><p>For most investors, he advocates for a simple approach that involves the majority of a portfolio being invested in the <strong>S&P 500</strong> but also a modest allocation going to Treasury bills. For this purpose, Buffett would likely endorse an investment in the <strong>Vanguard 0-3 Month Treasury Bill ETF</strong> <span class="ticker" data-id="646403">(NASDAQ: VBIL)</span>.</p><p><a href="https://www.fool.com/investing/2026/05/16/warren-buffett-investment-right-thing-investors/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>What to Know About This Fund’s $14 Million Patrick Industries Exit After a Tough Quarter</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 16 May 2026 12:25:27 -0400</p> <p>Anchor Capital Management fully exited its position in <strong>Patrick Industries</strong> <span class="ticker" data-id="216851">(NASDAQ:PATK)</span> during the first quarter, selling 116,967 shares in a trade estimated at $14.46 million based on quarterly average pricing, according to a May 15, 2026, SEC filing.</p><p>According to an <a href="https://www.sec.gov/Archives/edgar/data/2009885/000139834426009221/0001398344-26-009221-index.html">SEC filing</a> dated May 15, 2026, Anchor Capital sold all 116,967 shares of Patrick Industries in the first quarter. The estimated transaction value was $14.46 million, based on the average closing price for the period. The fund reported holding zero shares at quarter’s end, with the position value dropping by $12.68 million, reflecting both trading activity and market movements.</p><p>Patrick Industries, Inc. is a leading supplier of building products and materials for the recreational vehicle, marine, and manufactured housing industries, with a significant presence in North America and select international markets. The company leverages a vertically integrated business model to deliver a broad portfolio of components and value-added solutions to OEM customers. Its scale, diverse product offerings, and established distribution network provide a competitive advantage in serving cyclical end markets.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/16/what-to-know-about-this-fund-s-usd14-million-patrick-industries-exit-after-a-tough-quarter/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>A Fund Just Opened an $82 Million Position in Trustmark. Here’s What Investors Should Know</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 16 May 2026 12:15:42 -0400</p> <p>On May 15, 2026, North Reef Capital Management disclosed a new position in <strong>Trustmark Corporation</strong> <span class="ticker" data-id="205803">(NASDAQ:TRMK)</span>, acquiring 1,952,930 shares in the first quarter—an estimated $82.37 million trade based on quarterly average pricing.</p><p>According to a <a href="https://www.sec.gov/Archives/edgar/data/1867831/000121465926006407/0001214659-26-006407-index.html">May 15, 2026, SEC filing</a>, North Reef Capital Management established a new position in <strong>Trustmark Corporation</strong> <span class="ticker" data-id="205803">(NASDAQ:TRMK)</span> during the first quarter, acquiring 1,952,930 shares. The estimated value of the trade was $82.37 million, based on the average closing price for the quarter. At quarter end, the position was valued at $82.30 million, reflecting both the purchase and market price changes.</p><p>Trustmark Corporation is a diversified regional financial services provider with a longstanding presence in the U.S. Southeast. The company leverages its broad product portfolio and established branch network to deliver banking, wealth management, and insurance solutions to a wide customer base.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/16/a-fund-just-opened-an-usd82-million-position-in-trustmark-here-s-what-investors-should-know/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>NuScale Power Down From All-Time Highs -- What Investors Should Expect Next</h1> <p>newsfeedback@fool.com (Reuben Gregg Brewer) — Sat, 16 May 2026 12:15:00 -0400</p> <p><strong>NuScale Power</strong> <span class="ticker" data-id="427390">(NYSE: SMR)</span> has an exciting nuclear power technology. It has an approved design for a small modular nuclear reactor (SMR). There's just one problem. It hasn't actually sold a reactor yet. In other words, it is a money-losing nuclear power start-up. It is a risky stock that only the most aggressive investors should consider. </p><p>That said, with the stock down more than 75% from its 52-week and all-time high, what can investors expect from here? The answer isn't as clear-cut as you may like.</p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/investing/2026/05/16/nuscale-power-down-from-all-time-highs-what-invest/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Why This Fund Dumped a $103 Million Regional Bank Position Amid a 37% Rally</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 16 May 2026 12:10:35 -0400</p> <p>On May 15, 2026, North Reef Capital Management disclosed in a Securities and Exchange Commission filing that it sold out of <strong>Stellar Bancorp</strong> <span class="ticker" data-id="471530">(NYSE:STEL)</span>, liquidating 2,875,245 shares in an estimated $103.10 million transaction based on quarterly average pricing.</p><p>According to a <a href="https://www.sec.gov/Archives/edgar/data/1867831/000121465926006407/0001214659-26-006407-index.html">filing with the Securities and Exchange Commission</a> dated May 15, 2026, North Reef Capital Management sold its entire holding of 2,875,245 shares in Stellar Bancorp. The estimated transaction value was approximately $103.10 million based on the average closing price for the quarter. The fund’s quarter-end position value in the stock dropped by $88.96 million, reflecting both the divestment and share price changes.</p><p>Stellar Bancorp is a regional financial services provider with a strong presence in the Texas market, operating over 1,000 employees and a diversified portfolio of banking solutions. The company's strategic focus on commercial and real estate lending, combined with a robust deposit base, is reflected in its service offerings and loan portfolio.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/16/why-this-fund-dumped-a-usd103-million-regional-bank-position-amid-a-37-rally/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>This Beaten-Down Fintech Stock Landed a Massive $102 Million Vote of Confidence</h1> <p>newsfeedback@fool.com (Jonathan Ponciano) — Sat, 16 May 2026 12:06:02 -0400</p> <p>On May 15, 2026, North Reef Capital Management disclosed a major buy of <strong>Alkami Technology</strong> <span class="ticker" data-id="344631">(NASDAQ:ALKT)</span>, acquiring an estimated $102.21 million in shares based on quarterly average pricing.</p><p>According to a <a href="https://www.sec.gov/Archives/edgar/data/1867831/000121465926006407/0001214659-26-006407-index.html">recent SEC filing</a> dated May 15, 2026, North Reef Capital Management increased its stake in <strong>Alkami Technology</strong> <span class="ticker" data-id="344631">(NASDAQ:ALKT)</span> by 5,550,000 shares during the first quarter, bringing its total to 7,650,000 shares. The estimated value of the shares added was $102.21 million, based on the quarter’s average unadjusted closing price. The quarter-end value of the Alkami stake rose by $71.43 million, reflecting both share additions and price changes.</p><p>Alkami Technology, Inc. is a technology company specializing in cloud-based digital banking solutions for financial institutions. The company leverages a proprietary, multi-tenant architecture to deliver scalable and secure software products that help clients onboard users, enhance engagement, and improve operational efficiency. With a focus on serving community and regional banks as well as credit unions, Alkami aims to provide a competitive edge in digital banking through innovation and a comprehensive product suite.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/16/this-beaten-down-fintech-stock-landed-a-massive-usd102-million-vote-of-confidence/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Uncover the Dominance: This Surprising Investment Outshines the S&P 500 with Steady, Impressive Gains</h1> <p>newsfeedback@fool.com (Jack Delaney) — Sat, 16 May 2026 11:45:00 -0400</p> <p>Stubborn inflation is just the newest landmine that investors are trying to sidestep to protect their portfolios. The April 2026 Consumer Price Index (CPI) showed prices rose 3.8% from the same period a year ago, which was the highest rate since May 2023.</p><p>It's jarring to hear that, and with so much whipsawing in the markets each day, it can be difficult to figure out where to invest for the long haul. Fortunately, history can guide us toward an investment that has outperformed the <strong>S&P 500</strong> since 1994: <a href="https://www.fool.com/investing/stock-market/market-sectors/real-estate-investing/reit/industrial-reit/">industrial real estate trusts</a> (REITs).</p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/investing/2026/05/16/this-surprising-investment-outshines-sp500/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>2 Overlooked Oil Stocks to Buy Now Before They Soar</h1> <p>newsfeedback@fool.com (James Halley) — Sat, 16 May 2026 11:30:00 -0400</p> <p>Among the companies in the energy patch that have surged this year are <strong>Occidental Petroleum</strong> <span class="ticker" data-id="204875">(NYSE: OXY)</span> and <strong>Ardmore Shipping</strong> <span class="ticker" data-id="288191">(NYSE: ASC)</span>. These two have seen their stock prices rise by more than 36% and 75%, respectively. However, considering their guidance this year, they appear to be bargains compared to other <a href="https://www.fool.com/investing/stock-market/market-sectors/energy/oil-stocks/">oil stocks</a>.</p><p>Occidental is a major upstream producer that has become a favorite among investors seeking exposure to the Permian Basin and high oil prices, while avoiding the current woes in the Strait of Hormuz. Ardmore Shipping has emerged as a standout in the midsize product and chemical tanker space.</p><p>Both stocks contain risks. Occidental's volatility is tied to the price of global crude benchmarks, while Ardmore is susceptible to the whims of global shipping rates. However, each provides good shareholder returns and is paying down debt, making them good long-term purchases.</p><p><a href="https://www.fool.com/investing/2026/05/16/2-overlooked-oil-stocks-to-buy-before-they-soar/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>2 Financial Stocks to Buy and 1 to Approach With Caution</h1> <p>newsfeedback@fool.com (Reuben Gregg Brewer) — Sat, 16 May 2026 11:15:00 -0400</p> <p>Despite the <strong>S&P 500 index</strong> <span class="ticker" data-id="220472">(SNPINDEX: ^GSPC)</span> trading near record highs, you can still find good investment ideas in the financial sector. For those who like growth stocks, particularly dividend growth stocks, <strong>Visa</strong> <span class="ticker" data-id="210557">(NYSE: V)</span> could be a good choice. For yield-seeking investors, Dividend King <strong>Federal Realty</strong> <span class="ticker" data-id="397280">(NYSE: FRT)</span> should be strongly considered. </p><p>But dividend lovers shouldn't get so enamored of <strong>AGNC Investment</strong>'s <span class="ticker" data-id="210594">(NASDAQ: AGNC)</span> 13%+ dividend that they overlook this crucial fact about the company. It is well run, but it may not be the investment you expect based on that lofty yield.</p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/investing/2026/05/16/2-financial-stocks-to-buy-and-1-to-approach-with-c/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Chevron's CEO Is Warning of a 1970s-Style Oil Crisis. These 3 Energy Stocks Could Surge Before Summer.</h1> <p>newsfeedback@fool.com (Thomas Niel) — Sat, 16 May 2026 11:00:00 -0400</p> <p>On May 4, at the Milken Institute's Global Conference, <strong>Chevron</strong> <span class="ticker" data-id="203255">(NYSE: CVX)</span> CEO Mike Wirth laid out the argument that the Strait of Hormuz's closure, coupled with the resultant impact on global crude oil inventory and strategic reserves, point to a strong chance of an oil shortage, akin to the oil supply shocks of the 1970s.</p><p>Only time will tell whether Wirth's forecast pans out, but this possible headwind could mean an investing opportunity may be opening up.</p><p>U.S.-based downstream and midstream energy companies stand to benefit from falling overseas supply, which is good news for the following <a href="https://www.fool.com/investing/stock-market/market-sectors/energy/">energy stocks</a>: <strong>ConocoPhillips</strong> <span class="ticker" data-id="203175">(NYSE: COP)</span>, <strong>Energy Transfer</strong> <span class="ticker" data-id="207758">(NYSE: ET)</span>, and <strong>Occidental Petroleum</strong> <span class="ticker" data-id="204875">(NYSE: OXY)</span>.</p><p><a href="https://www.fool.com/investing/2026/05/16/chevron-ceo-is-warning-of-a-1970s-style-oil-crisis/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>AMD Just Hit an All-Time High -- Is it Too Late to Buy?</h1> <p>newsfeedback@fool.com (Matt Frankel, CFP) — Sat, 16 May 2026 10:48:00 -0400</p> <p><strong>AMD </strong><span class="ticker" data-id="202799">(NASDAQ: AMD)</span> just reported what is arguably the best quarter in the company's history, and CEO Lisa Su sees a clear path to scale earnings rapidly from here. In this video, we'll discuss the latest results and whether the stock is too expensive to buy right now.</p><p>*Stock prices used were the morning prices of May 14, 2026. The video was published on May 15, 2026.</p><p></p><p><a href="https://www.fool.com/investing/2026/05/16/amd-just-hit-an-all-time-high-is-it-too-late-to-bu/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Is AMD a Top Artificial Intelligence (AI) Stock to Buy?</h1> <p>newsfeedback@fool.com (Keithen Drury) — Sat, 16 May 2026 10:45:00 -0400</p> <p><strong>Advanced Micro Devices</strong> <span class="ticker" data-id="202799">(NASDAQ: AMD)</span> has always seemed to be a second-place company, no matter what computing era it was in. Currently, it's well behind <strong>Nvidia</strong> <span class="ticker" data-id="204770">(NASDAQ: NVDA)</span> in artificial intelligence (AI) computing, and is being dramatically outperformed in nearly every growth category. This echoes what <strong>Intel</strong> did to AMD in the early 2000s.</p><p>But even though AMD isn't winning as much as these two did in their respective eras, it doesn't mean that AMD can't be a solid investment in its own right for the right price. So, is AMD a top AI stock to buy now? Let's take a look.</p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/investing/2026/05/16/is-amd-a-top-artificial-intelligence-ai-stock-to/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Acuta Capital Bet on Erasca (ERAS) and Targeted Cancer Treatments With a 354,575 Share Buy</h1> <p>newsfeedback@fool.com (Cory Renauer) — Sat, 16 May 2026 10:41:01 -0400</p> <p>According to an <a href="https://www.sec.gov/Archives/edgar/data/1582844/000110465926062163/0001104659-26-062163-index.html">SEC filing</a> dated May 15, 2026, Acuta Capital Partners, LLC initiated a new position in <strong>Erasca</strong> <span class="ticker" data-id="363294">(NASDAQ:ERAS)</span> during the first quarter. The fund acquired 354,575 shares, with an estimated transaction value of $4.19 million based on the average closing price for the period. The quarter-end value of the stake rose to $5.74 million, a change reflecting both the share addition and price fluctuations during the quarter.</p><p>Erasca, Inc. is a biotechnology company headquartered in San Diego, California, focused on discovering and developing therapies for cancers driven by the RAS/MAPK pathway. The company leverages a robust pipeline of oral targeted inhibitors, aiming to address significant unmet medical needs in oncology. Its strategy centers on advancing clinical candidates with differentiated mechanisms of action to establish a competitive edge in targeted cancer therapeutics.</p><p>Acuta Capital’s new Erasca position isn’t in the firm’s top five, but it’s a significant bet. It was the seventh largest position out of 27 at the end of March. </p><p><a href="https://www.fool.com/coverage/filings/2026/05/16/acuta-capital-bet-on-erasca-eras-and-targeted-cancer-treatments-with-a-354-575-share-buy/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Is Kailera Therapeutics a Buy After Its Sizzling IPO?</h1> <p>newsfeedback@fool.com (Jack Delaney) — Sat, 16 May 2026 10:30:00 -0400</p> <p>In the biotech sector, private companies are moving from the sidelines into the spotlight through initial public offerings (IPOs). One of the most recent is <strong>Kailera Therapeutics</strong> <span class="ticker" data-id="676632">(NASDAQ: KLRA)</span>, a potential competitor to <strong>Eli Lilly</strong> and <strong>Novo Nordisk</strong> in the obesity treatment market with its weight-loss drug candidates.</p><p>The company priced its initial public offering (IPO) at $16 per share, opening to the public on April 17 at $26 per share. The stock price has recently cooled, but with its promising drug pipeline, investors are wondering whether this is an opening for buying shares for the long term.</p><p class="caption">Image source: Getty Images.</p><p><a href="https://www.fool.com/investing/2026/05/16/is-kailera-therapeutics-a-buy-after-its-sizzling/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Is LegalZoom Stock a Buy After the CEO Purchased 125,000 Shares?</h1> <p>newsfeedback@fool.com (Robert Izquierdo) — Sat, 16 May 2026 10:16:01 -0400</p> <p>Jeffrey M. Stibel, Chief Executive Officer of <strong>LegalZoom.com</strong> <span class="ticker" data-id="344791">(NASDAQ:LZ)</span>, reported an open-market purchase of 125,000 shares, valued at approximately ~$769,000, according to a <a href="https://www.sec.gov/Archives/edgar/data/1286139/000133485226000007/0001334852-26-000007-index.htm">SEC Form 4 filing</a> dated May 11, 2026.</p><p><em>Transaction and post-transaction values based on SEC Form 4 weighted average purchase price ($6.15).</em></p><p>* 1-year performance is calculated using May 11, 2026 as the reference date.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/16/is-legalzoom-stock-a-buy-after-the-ceo-purchased-125-000-shares/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Greg Abel Is Buying Shares of What Is Probably Warren Buffett's Favorite Stock. Should You Buy It Too?</h1> <p>newsfeedback@fool.com (Reuben Gregg Brewer) — Sat, 16 May 2026 10:15:00 -0400</p> <p><strong>Berkshire Hathaway</strong> <span class="ticker" data-id="206249">(NYSE: BRKA)</span><span class="ticker" data-id="206602">(NYSE: BRKB)</span> is an iconic name on Wall Street thanks to the incredible investment performance of Warren Buffett. Now that Buffett has stepped down as CEO, however, investors need to watch new CEO Greg Abel to see how well he will fill Buffett's shoes.</p><p>While it is unlikely anyone will ever replace Buffett, Abel received high marks in his first solo stint at the conglomerate's annual meeting. That said, he wasn't as humorous, according to some attendees. Most investors can probably live with that, since the really important question is what he will do as the CEO. The first big answer is buy one of Buffett's favorite stocks. </p><p class="caption">Image source: The Motley Fool.</p><p><a href="https://www.fool.com/investing/2026/05/16/greg-abel-is-buying-shares-of-what-is-probably-war/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Patient Square Makes a Big Bet on Nektar Pharmaceuticals (NKTR) Purchasing 210,000 Shares</h1> <p>newsfeedback@fool.com (Cory Renauer) — Sat, 16 May 2026 10:09:15 -0400</p> <p>According to a <a href="https://www.sec.gov/Archives/edgar/data/1819257/000181925726000003/0001819257-26-000003-index.html">Securities and Exchange Commission (SEC) filing</a> dated May 15, 2026, Patient Square Capital LP disclosed the purchase of 210,000 shares of <strong>Nektar Therapeutics</strong> <span class="ticker" data-id="204713">(NASDAQ:NKTR)</span>. The estimated value of the trade was $11.96 million based on the average closing price for the first quarter of 2026. The quarter-end value of this new position stood at $15.11 million, reflecting the valuation shift, including price movement.</p><p>Nektar Therapeutics is a clinical-stage biotechnology company focused on advancing novel immunotherapies for cancer and autoimmune conditions. Leveraging a robust pipeline and strategic collaborations with leading pharmaceutical companies, Nektar aims to address significant gaps in current treatment options. The company's expertise in cytokine engineering and immunomodulation positions it as a key innovator within the biotechnology sector.</p><p>If Patient Square acquired its new Nektar Therapeutics Position in the first half of the first quarter, it was a very lucrative bet for the firm. Shares of the biopharmaceutical company more than doubled in February after the company reported successful results from the <a href="https://www.fool.com/terms/c/clinical-development-phases/">phase 2b</a> Rezolve-AD clinical trial, which treated eczema patients with rezpegaldesleukin.</p><p><a href="https://www.fool.com/coverage/filings/2026/05/16/patient-square-makes-a-big-bet-on-nektar-pharmaceuticals-nktr-purchasing-210-000-shares/?source=iedfolrf0000001">Continue reading</a></p> </article> <article> <h1>Warren Buffett Has Been Saying This for Years. 1 Vanguard ETF Puts That Advice Into Practice.</h1> <p>newsfeedback@fool.com (David Dierking) — Sat, 16 May 2026 10:00:00 -0400</p> <p data-local-id="2428ac1b3c1f" data-pm-slice="1 1 []" data-prosemirror-content-type="node" data-prosemirror-node-block="true" data-prosemirror-node-name="paragraph">While Warren Buffett has endorsed a value style of investing for decades, the other thing he frequently advocates for is simplicity. He's not a frequent trader or chasing the next hot thing, and he doesn't make exotic bets. He simply invests in durable, long-lasting businesses and lets them do their thing.</p><p data-local-id="2428ac1b3c1f" data-pm-slice="1 1 []" data-prosemirror-content-type="node" data-prosemirror-node-block="true" data-prosemirror-node-name="paragraph">This same concept applies to retail investors. By building a portfolio around large, financially healthy companies, you can set yourself up for years of long-term wealth creation. In a 2013 letter to <a href="https://www.fool.com/investing/how-to-invest/stocks/how-to-invest-in-berkshire-hathaway-stock/">Berkshire Hathaway</a> shareholders, Buffett said the following: </p><p data-local-id="2428ac1b3c1f" data-pm-slice="1 1 []" data-prosemirror-content-type="node" data-prosemirror-node-block="true" data-prosemirror-node-name="paragraph">Put 10% of the cash in short-term government bonds and 90% in a very low-cost S&P 500 index fund. (I suggest Vanguard's.) I believe the trust's long-term results from this policy will be superior to those attained by most investors.</p><p><a href="https://www.fool.com/investing/2026/05/16/warren-buffett-has-been-saying-this-for-years-1/?source=iedfolrf0000001">Continue reading</a></p> </article> </main></body></html>