Diamondback Energy ( FANG ) declares $1.05/share quarterly dividend , 5% increase from prior dividend of $1.00. Forward yield 2.41% Payable March 12; for shareholders of record March 5; ex-div March 5. See FANG Dividend Scorecard, Yield Chart, & Dividend Growth. More on Diamondback Energy Diamondback Energy: Why $50 Oil Is Not Realistic Diamondback Energy: How 1.6x Leverage And Low Oil Prices Make...
Diamondback Energy ( FANG ) declares $1.05/share quarterly dividend , 5% increase from prior dividend of $1.00. Forward yield 2.41% Payable March 12; for shareholders of record March 5; ex-div March 5. See FANG Dividend Scorecard, Yield Chart, & Dividend Growth. More on Diamondback Energy Diamondback Energy: Why $50 Oil Is Not Realistic Diamondback Energy: How 1.6x Leverage And Low Oil Prices Make It Overvalued Diamondback Energy Non-GAAP EPS of $1.74 misses by $0.26, revenue of $3.38B beats by $130M Diamondback Energy Q4 2025 Earnings Preview Seeking Alpha’s Quant Rating on Diamondback Energy
tiero/iStock via Getty Images Investment Thesis Nebius ( NBIS ) is an AI tech stock in a market that is demonstrably disenchanted with any business that is investing in future growth. These periods happen from time to time. In these periods, there's no need to over-rationalize the prevailing fears, even though I don't shy away from discussing these concerns here. My argument, as succinctly as poss...
tiero/iStock via Getty Images Investment Thesis Nebius ( NBIS ) is an AI tech stock in a market that is demonstrably disenchanted with any business that is investing in future growth. These periods happen from time to time. In these periods, there's no need to over-rationalize the prevailing fears, even though I don't shy away from discussing these concerns here. My argument, as succinctly as possible, is that NBIS is growing frenetically, while its management team is doing everything in its power to minimize its dilution. In fact, nearly 60% of Nebius' roughly $18 billion of capex in 2026 is already financed, the majority of which comes from customers' long-term contracts. Therefore, this is my thesis: that paying 6x sales for NBIS is a giveaway. Investor Sentiment The market is very choppy right now. There's a flight to safety. Investors simply don't want anything further to do with AI. Any business that is investing for future growth gets a pass. There's just too much uncertainty. That was my line of thinking at one point early in 2025; read more here . However, that argument is very short-sighted. Investors can't have it both ways: that AI is going to take over the world and that the investment that is required to meet AI demand is too much. One side of that argument has to be wrong. I believe that AI technology requires a lot of infrastructure in place for it to be effective, and Nebius is one of the players that enables this. Nebius' Near-Term Prospects I recommended NBIS to Deep Value Returns subscribers on 8 August 2025. Nebius is an infrastructure play to build AI data centers. It's a company that builds the ''body'' for data centers packed with GPUs that AI models need to run. Yes, there are plenty of competitors in this space, for example, CoreWeave, but I don't believe that just because there's competition means that there's no demand. On the contrary, heavy competition validates the need for these AI infrastructure companies. The need for GPU compute in...
The board of Tata Sons Pvt. deferred a decision on granting a third term to Chairman Natarajan Chandrasekaran , people familiar said, in the latest sign that another leadership tussle could be brewing at India’s oldest conglomerate. The board of directors at Tata Group’s holding company discussed the reappointment in a meeting on Tuesday but did not take a final call as the current term runs till ...
The board of Tata Sons Pvt. deferred a decision on granting a third term to Chairman Natarajan Chandrasekaran , people familiar said, in the latest sign that another leadership tussle could be brewing at India’s oldest conglomerate. The board of directors at Tata Group’s holding company discussed the reappointment in a meeting on Tuesday but did not take a final call as the current term runs till February next year, said the people, who asked not to be identified as the information is not yet public. The deferment follows a difference of opinion among the board of directors regarding financial losses of certain business units, one person said. The Economic Times had reported this development earlier on Tuesday, days after the publication said Chandrasekaran was likely to get a third term. The decision signals another round of power struggle at the coffee-to-cars conglomerate that was shaken a decade back when its patriarch Ratan Tata came back from retirement to oust his successor Cyrus Mistry , triggering the country’s worst corporate battle. A spokesperson for Tata Sons did not immediately respond to an email seeking comment. Read More: Tata Group’s Outsider Chairman Faces Litmus Test After Bad Year Tata Group had a tumultuous time last year with multiple crises including a deadly Air India crash , a Jaguar Land Rover cyberattack , and renewed tensions at Tata Sons’ majority shareholder Tata Trusts, which is now led by Ratan’s half-brother Noel Tata . If the 62-year-old Chandrasekaran — the first non-family, non-heir chairman at Tata Sons — eventually gets reappointed, it would provide leadership continuity for the group as it navigates headwinds across sectors. For much of its 156-year history, Tata Group enjoyed unusually steady leadership, with chairmen drawn from within its trusted circle and transitions managed quietly. That calm was shattered in 2016, when Tata Sons abruptly ousted then-chairman Mistry in a boardroom coup led by Ratan Tata — a lifelong bache...
Ube has officially gone viral. Purple lattes, cheesecakes and pancakes are increasingly cropping up on dessert menus, but as a result, supplies are tightening. Ilena Peng has more. (Source: Bloomberg)
Ube has officially gone viral. Purple lattes, cheesecakes and pancakes are increasingly cropping up on dessert menus, but as a result, supplies are tightening. Ilena Peng has more. (Source: Bloomberg)
tiero/iStock via Getty Images My previous cautious thesis about IREN Limited ( IREN ) aged quite well because the share price has been going nowhere since November 30. The company's market cap is $13 billion at the moment, and the stock remains very generously valued because of massive execution risks. Of course, there are AI tailwinds, and IREN has Microsoft as its key customer, which increases v...
tiero/iStock via Getty Images My previous cautious thesis about IREN Limited ( IREN ) aged quite well because the share price has been going nowhere since November 30. The company's market cap is $13 billion at the moment, and the stock remains very generously valued because of massive execution risks. Of course, there are AI tailwinds, and IREN has Microsoft as its key customer, which increases visibility of revenue growth. However, path to profitability still remains highly uncertain, especially considering rapidly intensifying competition that can undermine IREN's positioning in the AI infrastructure market, as well as soaring energy prices that will likely weigh on profitability over the long-term. Let's also keep in mind that Bitcoin ( BTC-USD ) mining is still a notable part of IREN's business, and its price is falling sharply in 2026 as investors are rotating away from risky assets. All in all, I maintain the same "Hold" rating for IREN. Reasons why I remain cautious IREN released its latest quarterly earnings on February 5, and it was a mixed quarter in terms of positive/negative headline number surprises. The company recorded $184.7 million in revenue during FQ2 2026, which was approximately 23% lower on a sequential basis. The decline is explained by lower Bitcoin mining revenue due to decreased volume as there is a strategic repositioning of diversifying operations and reallocating part of the capacity for AI infrastructure sales. Seeking Alpha I think that this part of the business is poised to experience declining revenues not only due to IREN's strategic shift to becoming an AI infrastructure company but also because of a dramatic decline in Bitcoin price in 2026. The world's largest crypto-asset by market cap is down by 26% YTD, and this negative momentum can continue due to the fact that investors are becoming more cautious in general and there is a rotation from risky assets to defensive ones. Seeking Alpha Shrinking Bitcoin mining business due to b...
In this article INTC NVDA Follow your favorite stocks CREATE FREE ACCOUNT SambaNova Systems Welcomes Semiconductor Industry Veteran, Lip-Bu Tan, in an Operational Role as Executive Chairman Source: Business Wire In addition to running Intel , Lip-Bu Tan is chairman of artificial intelligence chipmaker SambaNova, which he first invested in eight years ago. Now Intel is pumping money into the startu...
In this article INTC NVDA Follow your favorite stocks CREATE FREE ACCOUNT SambaNova Systems Welcomes Semiconductor Industry Veteran, Lip-Bu Tan, in an Operational Role as Executive Chairman Source: Business Wire In addition to running Intel , Lip-Bu Tan is chairman of artificial intelligence chipmaker SambaNova, which he first invested in eight years ago. Now Intel is pumping money into the startup as it tries to take on industry leader Nvidia . SambaNova, a maker of chips for running generative AI models, has agreed to adopt Intel server chips and graphics cards in a multiyear collaboration, according to a Tuesday release. Intel is also participating in a $350 million funding round, after initially investing in SambaNova in 2019. For years, Nvidia's graphics processing units have been the silicon of choice for AI model companies like Anthropic and OpenAI, which kickstarted the AI boom with the launch of ChatGPT in late 2022. While Nvidia has been the leading beneficiary of the AI craze and is now the world's most valuable publicly traded company, Intel's revenue has declined for four straight years. Intel is now assembling its own graphics card, Tan said at a Cisco event earlier this month. The stock is up 75% in the past year, largely thanks to massive investments from the U.S. government and Nvidia. But to become a real player in the AI chip market, Intel needs help. The company previously looked at buying SambaNova for $1.6 billion but talks fell apart, Bloomberg reported in January. SambaNova counts Hugging Face, Meta and major AI labs as customers. With the new partnership, Intel and SambaNova will work together on sales and marketing to boost adoption. "We're not doing all this overnight," Rodrigo Liang, SambaNova's co-founder and CEO, told CNBC in an interview. "It's not like we're showing up tomorrow with all these things ready, but it's something that we are doing some good planning work to make sure that we're actually working this out, and then we're del...
What is behind the growing anger over plan 2 student loans and what could reforms mean for graduates? Pressure is building on the government to reform the student loans system, with politicians and campaigners piling in, and a minister conceding there are “problems” with the current set-up. Yesterday the consumer champion Martin Lewis – who last month locked horns with Rachel Reeves – became engag...
What is behind the growing anger over plan 2 student loans and what could reforms mean for graduates? Pressure is building on the government to reform the student loans system, with politicians and campaigners piling in, and a minister conceding there are “problems” with the current set-up. Yesterday the consumer champion Martin Lewis – who last month locked horns with Rachel Reeves – became engaged in a war of words with Kemi Badenoch , the Conservative leader, on live TV. Continue reading...
Trump doesn’t deserve our attention. And we already know the state of the union – it sucks I’m not going to watch the State of the Union address on Tuesday night. I urge you not to, either. I hope Neilsen (or whoever makes such estimates these days) will find that far fewer Americans watched Donald Trump’s State of the Union than have watched any other State of the Union in recent memory. It will ...
Trump doesn’t deserve our attention. And we already know the state of the union – it sucks I’m not going to watch the State of the Union address on Tuesday night. I urge you not to, either. I hope Neilsen (or whoever makes such estimates these days) will find that far fewer Americans watched Donald Trump’s State of the Union than have watched any other State of the Union in recent memory. It will drive Trump crazy. Robert Reich, a former US secretary of labor, is a professor of public policy emeritus at the University of California, Berkeley. He is a Guardian US columnist and his newsletter is at robertreich.substack.com . His new book, Coming Up Short: A Memoir of My America, is out now Continue reading...
Volatility in the U.S. bond market is picking up this month, with some investors questioning whether Treasurys can broadly — and reliably — provide a safe haven in times of tumult.
Volatility in the U.S. bond market is picking up this month, with some investors questioning whether Treasurys can broadly — and reliably — provide a safe haven in times of tumult.
Anthropic's weekslong battle with the Department of Defense has played out over social media posts, admonishing public statements, and direct quotes from unnamed Pentagon officials to the news media. But the future of the $380 billion AI startup comes down to just three words: "any lawful use." The new terms, which OpenAI and xAI have reportedly already agreed to, would give the US military carte ...
Anthropic's weekslong battle with the Department of Defense has played out over social media posts, admonishing public statements, and direct quotes from unnamed Pentagon officials to the news media. But the future of the $380 billion AI startup comes down to just three words: "any lawful use." The new terms, which OpenAI and xAI have reportedly already agreed to, would give the US military carte blanche to use services for mass surveillance and lethal autonomous weapons, AI that has full power to track and kill targets with no humans involved in the decision-making process. The negotiations have turned ugly, with Pentagon CTO Emil Michael … Read the full story at The Verge.
The primetime address is a chance for the president to tout his record ahead of this year's midterm elections. But it comes at a moment when Trump has seen his agenda complicated on multiple fronts. (Image credit: Kayla Bartkowski)
The primetime address is a chance for the president to tout his record ahead of this year's midterm elections. But it comes at a moment when Trump has seen his agenda complicated on multiple fronts. (Image credit: Kayla Bartkowski)
Russia launched its full-scale invasion of Ukraine four years ago, and the fighting continues. Here's a look at where the war stands today. (Image credit: Vitalii Nosach)
Russia launched its full-scale invasion of Ukraine four years ago, and the fighting continues. Here's a look at where the war stands today. (Image credit: Vitalii Nosach)