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Earnings Call Insights: Annaly Capital Management (NLY) Q2 2026 Management View “Lower rate volatility provided a tailwind for our portfolio this past quarter, and we delivered a 5.5% economic return” (CEO, Co-Chief Investment Officer & Director David Finkelstein). “We generated $0.79 of earnings available for distribution, marking the ninthSeeking Alpha’s Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of such articles cannot be guaranteed. This article is…

Once-forgotten sectors are perking up The World Cup games that went into extra time were reminders of just how tough it can be for players to keep up their momentum over the long haul. Likewise, stocks that have been rocketing along for some time may stumble and lose a step. Case in point: The group of equities in the S&P 500 index that has performed the strongest recently is sputtering so far this quarter. In fact, leadership has shifted away from the market’s highest-momentum stocks, including once-red-hot semiconductor makers and other AI-focused companies. Since the end of June, those stocks…

The global energy transition is causing countries to rethink their energy policies. Driven by a confluence of net-zero targets, baseload grid stability, and the electricity demands of AI data centers, nuclear energy is now at the forefront of global energy. Key Takeaways: Nuclear energy is experiencing a structural resurgence driven by global net-zero commitments, grid stability needs, and the immense, continuous electricity consumption of AI data centers. The Sprott Uranium Miners ETF (URNM) provides targeted, pure-play access to this macro theme by investing in companies that dedicate at least 50% of their business to uranium mining, exploration, development, and physical…

Small-cap and mid-cap stocks are outrunning large caps in 2026, and one portfolio manager says the shift has room to run. Key Takeaways: Earnings estimates for small caps are rising after 10 quarters of declines. Small and mid-cap stocks trade 20% to 35% below large caps. TMSL has returned 26.62% over the past year. Jodi Love, lead portfolio manager of the T. Rowe Price Small-Mid Cap ETF (TMSL), said on Bloomberg’s “ETF IQ” that narrow mega-cap and AI leadership has driven recent years. But she said 2026 looks different. The small-cap benchmark is up about 20% year to date, compared…

The wheat complex is posting a sharp rally on Wednesday with support from the Black Sea conflict. Chicago SRW contracts are 25 to 27 cents higher is most contracts on Wednesday. KC HRW futures are leading the rally on Wednesday, up 29 to 31 cents. MPLS spring is posting 20 to 22 cent gains at midday. Export Sales data from FAS will be released on Thursday as traders surveyed by Reuters are looking for net 2026/27 sales in a range of 200,000 to 550,000 MT. Don’t Miss a Day: From crude oil to coffee, sign up free for Barchart’s best-in-class commodity…

Cotton futures are trading with gains of 44 to 100 points so far on the Wednesday session. Crude oil is up another $2.06 per barrel, with the US dollar index down 0.036.The Cotlook A Index was up 35 points on 7/20 at 88.00 cents. ICE certified cotton stocks were down 3,565 on July 21, with the certified stocks level at 94,235 bales. The Adjusted World Price was raised by 3.52 cents last week to 65.37 cents/lb. Don’t Miss a Day: From crude oil to coffee, sign up free for Barchart’s best-in-class commodity analysis.   Oct 26 Cotton  is at 79.96, up 100…

September arabica coffee (KCU26) today is down -7.65 (-2.38%), and September ICE robusta coffee (RMU26) is down -62 (-1.62%).Coffee prices are retreating today, with robusta falling to a 2-week low.  Coffee prices are under pressure on the outlook for dry conditions in Brazil’s coffee-growing regions over the next week, which should accelerate the coffee harvest.  Rising inventories are also weighing on robusta coffee after ICE robusta inventories climbed to a 4-month high today. Don’t Miss a Day: From crude oil to coffee, sign up free for Barchart’s best-in-class commodity analysis.   On July 6, arabica coffee soared to a 5.75-month…