Horizon Kinetics Inflation Beneficiaries ETF

Cameco Reports Strong Q1 2026 Earnings, Forecasts $4.6 Billion Revenue by 2029

Truist Increases TPL Stake by 188.7% to $1.82M, Analysts Raise Target Price to $639

CIBC analyst maintains buy rating on Franco-Nevada

AG2R LA Mondiale Increases Holdings in Texas Pacific Land

Franco-Nevada released FY2026 Q1 earnings on May 12 After-Market (EST), actual revenue USD 650.7 M (forecast USD 635.28 M), actual EPS USD 2.43 (forecast USD 2.2382)

US Bank Securities Reiterates Buy Rating on Cameco

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Wheaton Precious released FY2026 Q1 earnings on May 7 After-Market EST, actual revenue USD 901.47 M (forecast USD 869.89 M), actual EPS USD 1.279 (forecast USD 1.2649)

Wheaton Precious Metals Reports Q1 Revenue Up 92%

Texas Pacific Land released FY2026 Q1 earnings on May 6 After-Market EST, actual revenue USD 236.82 M (forecast USD 242 M), actual EPS USD 2.07 (forecast USD 2.02)

Landbridge Co LLC released FY2026 Q1 earnings on May 6 After-Market EST, actual revenue USD 51.01 M (forecast USD 59.52 M), actual EPS USD 0.313 (forecast USD 0.31)

WaterBridge Infrastructure LLC - CL released FY2026 Q1 earnings on May 6 After-Market EST, actual revenue USD 200.98 M (forecast USD 208.31 M), actual EPS USD 0.0763 (forecast USD 0.01)

Osisko Gold Royalties released FY2026 Q1 earnings on May 6 After-Market (EST), actual revenue USD 102.83 M (forecast USD 103 M), actual EPS USD 0.39 (forecast USD 0.35)

Miami released FY2026 Q1 earnings on May 6 After-Market EST, actual revenue USD 369.69 M (forecast USD 125.35 M), actual EPS USD 1.5599 (forecast USD 0.28)

Texas Pacific Land Reports Q1 Revenue Growth

Texas Pacific Land posts Q1 adjusted EBITDA of $181.4 million

Netcapital

Agape ATP

Tradr 2X Long QBTS Daily ETF

Akanda

Defiance Daily Target 2X Long RGTI ETF

PicoCELA

Tradr 2X Long RGTI Daily ETF

Co-Diagnostics

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NewGenIvf

VTIP

CRAK

RINF

INFL

The article discusses concerns about a potential resurgence of inflation reminiscent of the 1970s, driven by supply shocks, particularly in oil prices. Despite hopes for stabilization, the Producer Price Index (PPI) indicates significant increases in wholesale prices, with a 3.4% rise over the past year, the largest since February 2025. The ongoing war has exacerbated oil price spikes, leading to rising costs in transportation and consumer goods. The author warns that even if the crisis resolves, prices may take time to stabilize, echoing historical inflation patterns.

ZeroHedge

ISHRS S&P Glb Engy

Vanguard Short Terms Inflation Protected Securities

VanEck Oil Refiners ETF

ProShares Inflation Expectations ETF

iShares TIPS Bd

Us Brent Oil

SPDR O&G Equip

Pro K1 Free Crude Oil

iShares US Oil Equip & Svcs

United States Oil Fund LP

Pro Ultr Bloomberg Crude Oil

SPDR O&G Ex & Prd

iShares US Oil & Gas Expl & Prod

iShares Inflation Hedged Corp Bond ETF

VG Energy

Vanguard Total Inflation Protd Secs ETF

Occidental Petroleum

VanEck Oil Services ETF

SPDR Energy Select

Fear Of The Second Wave

FCPI

Authored by Frank Flight, Macro Strategist, Citadel Securities,

Fidelity Stocks for Inflation ETF

Citadel Macro Guru Warns "Infl-AI-tion Risks" Skewed To The Upside

AMZN

CNBC's Halftime Report featured stock picks from Bryn Talkington, Stephen Weiss, Jim Lebenthal, and Joe Terranova. Talkington selected Horizon Kinetics Inflation Beneficiaries ETF (INFL), Weiss chose Amazon (AMZN), which reported mixed Q4 results with net sales of $213.39 billion but EPS of $1.95, missing estimates. Lebenthal picked Transocean (RIG), which is acquiring Valaris for $5.8 billion. Terranova highlighted Interactive Brokers (IBKR), which reported strong earnings and revenue. Price movements included INFL up 2.2%, AMZN down 0.8%, RIG up 5.9%, and IBKR up 5.1%.

- Bryn Talkington recommended Horizon Kinetics Inflation Beneficiaries ETF while Stephen Weiss chose Amazon.com, which reported mixed fourth-quarter results, net sales rising 14% year over year at $213.39 billion but missing earnings per share estimates.  
- Jim Lebenthal favored Transocean Ltd., which is acquiring Valaris Ltd. for around $5.8 billion, and Joe Terranova highlighted Interactive Brokers, which exceeded earnings expectations.  
- Horizon Kinetics experienced a 2.2% increase, while Amazon shares fell by 0.8%, Transocean rose by 5.9%, and Interactive Brokers went up by 5.1%.

Horizon Kinetics Inflation Beneficiaries ETF(INFL.US)

Fear Of The Second Wave

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