Franklin Universal Trust

PLTR

ALL-B

ALL-H

ALL-I

ALL-J

PLTR 4Q25 First Take: Q4 was solid, with key metrics beating. Growth reaccelerated in Q4, easing concerns about the durability of the high-growth profile underpinning its rich multiple. 1) Headline results: Revenue surged 70%, with QoQ acceleration, driven by US customers across Gov. and commercial. Adj. OP was nearly $800 mn, and OPM expanded sharply to 57%, up 4ppts QoQ, helped by higher product GPM and workforce efficiency. GPM improved by 2ppts. Beyond mix shift, it also signals customer recognition of Palantir's product edge, supporting premium pricing. The opex ratio also improved by 2ppts. Notably, a deepening partner ecosystem leverages partners' mature sales networks, helping Palantir trim near-term sales costs. 2) By segment: Growth was largely US-led, with commercial up 82% and Gov. up 60%, both meaningful contributors. Non-US regions remained in single-digit growth, with revenue mix down to 24%. 3) Leading indicators: Ample near- and long-term growth fuel. RPO, customer adds, and NDR all look healthy, capturing new demand and retention. Notably, after a pullback last quarter, RPO accelerated in Q4. 4) Outlook: Guidance for Q1 and 2026 corroborates those signals. It points to healthy growth, well ahead of Street expectations. $Palantir Tech(PLTR.US)

Palantir Tech

Pro Ultra 7-10Yrs

Byline Bancorp

Allstate

ALLSTATE CORP 5.1% PREF 15/01/2053

ALLSTATE CORP DEP SHS REP 1/1000 NON CUM PER PRF SER H

ALLSTATE CORP 4.750% DEP SHS REP 1/1000TH PRP PFD SR I

ALLSTATE CORP DEP SHS REPSTG 1/1000TH NON PERP PFD SER

Intel

Financial Analysis

LINE

RAMP

SOBKY

INTC

04335

NVDA

Intel released its Q4 2025 results after the U.S. close on Jan 23, 2026 (Beijing time), for the quarter ended Dec 2025. Key highlights are as follows.1) Core metrics: $Intel(INTC.US) posted revenue of $13.67bn, down 4% YoY, in line with guidance of $12.8–13.8bn, driven by softer Client Computing. GPM was 36.1%, matching the Street (35.6%). The QoQ GPM decline was mainly due to lower initial yields during the 18A mass-production ramp...

ING Groep

Diversified Energy

Lineage

LiveRamp

SoftBank

INTEL-T

NVIDIA

Taiwan Semiconductor

INTC: Hot AI-CPU hype, but a 'cold' guide douses expectations?

Duke Energy Florida Completes 75MW Jumper Creek Solar Project

Morgan Stanley Cuts Duke Energy Price Target to $132

Fideuram Intesa Sanpaolo Increases Stake in AEP as Q1 Earnings Beat Expectations

New Era Energy Acquires Caliber Resource Partners for $1.3B and Forms Joint Venture

Dominion Energy CEO expects S&P to upgrade rating at market close

NextEra Energy and Dominion Energy Agree to All-Stock Merger to Create World's Largest Regulated Utility

Southern Power Q1 EPS Beats Expectations and Raises Dividend, Gains Institutional Stake Increase

Jefferies Lowers American Electric Power Price Target to $147 from $152

Ameritas Advisory Services LLC Increased Holdings in Duke Energy

CMS Energy Launches $3 Billion Share Issuance Plan

Sempra Announces Quarterly Dividend of $0.6575 per Share

J.P. Morgan Analyst Reiterates Neutral Rating on Duke Energy

American Electric Power Issues 20 Million Common Shares

Duke Energy Executive Sells Company Stocks

SoCalGas Urges Shareholders to Vote in Favor of Premium Buyout of Unredeemed Preferred Stocks

AEP Proposes to Repurchase $2.6 Billion of Common Stock

American Electric Power issues $2.6 billion common stock offering

Duke Energy Applies for DOE Loan to Save Customers Billions

Duke Energy's Annual Shareholders Meeting Approves Executive Compensation Proposal

Truist Financial Corp Increased Its Holdings in Sempra Energy to 87,750 Shares

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

Ordinary dividend (cash)

Ex Date: Today 2026.05.21 (EST), Cash dividend 0.0425 USD

VSTL

On May 21, 2026, the S&P 500 closed higher, buoyed by optimism for a U.S.-Iran peace deal. The utilities sector outperformed, led by Vistra Energy, as investors shifted to stable stocks amid rising Treasury yields. Conversely, the consumer staples sector declined, primarily due to Walmart's disappointing earnings report, which raised concerns about consumer spending.

- The S&P 500 closed higher due to optimism surrounding a U.S.-Iran peace deal after trading negatively for most of the day.  
- The utilities sector emerged as the top performer, driven by a shift to stable, earnings-focused companies amid rising Treasury yields, with Vistra Energy leading the gains.  
- In contrast, the consumer staples sector declined significantly, impacted by a disappointing earnings report from Walmart, which indicated potential challenges for consumer spending.

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Walmart

Vistra

SPDR FD Consumer Staples

Select Sect Spdr Util

iShares US Consumer Staples ETF

Defiance Daily Target 2X Long VST ETF

ProShares Ultra Consumer Staples

ISHRS S&P Glb Utilities

First Trust North American Energy Infra Fd

Target

Costco Wholesale

Kroger

S&P 500

NRG Energy

Constellation Energy

Nextera Energy

Casey General Stores

Conagra Brands

PPL Corporation Pref Shares PPLC 7.0  02/15/2029

NEXTERA ENERGY CAPITAL HLDGS INC 5.65%JNR SUBORD DEB 01/03/2079 SER N

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 15/04/86 USD1000

Nextera Energy Partners LP

NEXTERA ENERGY INC 6.926% CORPORATE UNITS 01/09/2025

NEXTERA ENERGY INC CORP UNIT 01/11/2029

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 01/06/85 USD25

NEXTERA ENERGY INC CORP UNIT 01/06/2027

NEXTERA ENERGY INC CORP UNIT

S&P 500 Top Stock Gainers Today, 5/21/26

Shares of Constellation and Vistra surged over 6% as PJM, the U.S. largest grid operator, expedited plans to connect data centers with power producers, moving the capacity procurement date to September 2026. This decision acknowledges the grid's inability to meet data-center demand, driven largely by artificial intelligence. Analysts view this as a positive development for independent power providers, indicating a significant shift in the power-generation landscape.

Dow Jones

Evercore

Dominion Energy

Constellation's and Vistra's stocks rally as power-grid operator speeds up data-center deals

The U.S. Energy Information Administration (EIA) predicts that commercial electricity consumption will surpass residential use for the first time in 2027, driven by a 5.3% growth in the commercial sector. Residential electricity prices are expected to rise, averaging 18.2 cents/kWh in 2026, with increases of up to 7% in some regions. Total U.S. electricity consumption is projected to reach nearly 4,250 billion kWh in 2026, with continued growth in both commercial and industrial sectors.

ZeroHedge

Commercial Electricity Use Will Surpass Residential In 2027, As Price Surge Set To Continue: EIA

Power stocks surged, with the BSE Power index rising 2% amid strong earnings and a positive outlook. Hitachi Energy India, Siemens Energy, and GE Vernova saw stock increases of up to 9%. GE Vernova reported record order bookings and significant capital investments, while Siemens Energy noted strong demand driven by electrification and decarbonization. Analysts expect continued growth in the power sector, with a focus on renewables and infrastructure improvements, maintaining a positive outlook for companies like Siemens Energy.

Business Standard

GE Vernova

Power stocks in demand; Hitachi, Siemens Energy, GE Vernova soar up to 9%

Electricity demand is expected to grow five times faster than in the past decade, fueled by AI, EVs, and industrial expansion. Leading companies like Cameco, Nextpower, Brookfield Renewable, Enbridge, and NextEra are positioned for success in nuclear, solar, and infrastructure sectors. Both traditional and renewable energy investments are set to yield strong returns as global power needs increase.

Cameco

Nextpower

Brookfield Renewable

Brookfield Renewable Partners

iShares US Infra

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

FlexShares STOXX Global Broad Infrastructure Index Fund

iShares S&P Global Infra

Glob X US Infra

GLOBAL X MLP & Energy Infra

Enbridge

Energy investors' guide to future power growth

Sen. Adam Schiff has introduced the Energy Cost Fairness and Reliability Act, which aims to require major AI companies to pay a larger share of energy costs amid rising electricity demand from AI systems. This legislation seeks to protect Americans from increasing energy costs and holds tech giants accountable for their energy usage, as concerns grow over the impact of AI data centers on electricity consumption.

benzinga_article

Goldman Sachs

Microsoft

Amazon

Oracle

Alphabet - C

Alphabet

Meta Platforms

GS Hldg R

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

AI Giants Should 'Pay Their Fair Share,' Says Adam Schiff As He Pushes New Energy Bill Amid Rising Power Costs

Franklin Universal Trust (NYSE:FT) has declared a monthly dividend of $0.0425 per share, payable on April 30th to shareholders of record as of April 23rd. This results in an annualized dividend yield of 6.2%. The ex-dividend date is also April 23rd. The trust, managed by Franklin Templeton, focuses on providing current income and capital appreciation through a diversified portfolio of income-oriented credit instruments.

Market Beat

Franklin Resources

Franklin Universal Trust (NYSE:FT) Declares Monthly Dividend of $0.04

Franklin Templeton has announced the availability of 19(a) monthly distribution notices for the Franklin Limited Duration Income Trust (NYSE: FTF). These notices detail the sources of the fund's monthly distributions, including net investment income and capital gains. The current distribution is $0.0615 per share, with a significant portion being a return of capital. The fund's performance metrics, including annualized returns and distribution rates, are also provided. Investors are advised that the actual amounts for tax reporting may vary and will be detailed in Form 1099-DIV.

StockTitan

Franklin Limited Duration Income Tr

Franklin Templeton Announces Availability of 19(a) Notices for Certain Closed-End Funds | FTF Stock News

FBRT

Franklin Global Trust plc announced its unaudited net asset values as of 18 February 2026, reporting a value of 349.50p per ordinary share, both including and excluding income. This announcement was made by Franklin Templeton Investment Trust Management Limited, the Company Secretary, and is provided by RNS, the news service of the London Stock Exchange.

London Stock Exchange

Franklin BSP Realty Trust

REG - Franklin Global Tst - Net Asset Value(s)

Franklin Universal Trust(FT.US)