An American national and a French woman evacuated from the cruise ship hit by a deadly hantavirus outbreak have tested positive, officials said Monday, as the complex operation to repatriate those on board continued. The French woman, one of five passengers from France flown back from the MV Hondius and placed in isolation in Paris, started to feel unwell on Sunday night, and “tests came back posi...
An American national and a French woman evacuated from the cruise ship hit by a deadly hantavirus outbreak have tested positive, officials said Monday, as the complex operation to repatriate those on board continued. The French woman, one of five passengers from France flown back from the MV Hondius and placed in isolation in Paris, started to feel unwell on Sunday night, and “tests came back positive”, said Health Minister Stephanie Rist. Late Sunday, the US health department said one American...
Userba011d64_201/iStock via Getty Images My Thesis Statement After Remitly Global, Inc. ( RELY ) launched Remitly Business , the payment option has rapidly gained business customers, reaching over 20,000 as of fiscal Q1’26, up from 15,000 in Q4’25. I find this interesting because Remitly Business is a new high-value sender payment option in its early stages. With this increase in active business c...
Userba011d64_201/iStock via Getty Images My Thesis Statement After Remitly Global, Inc. ( RELY ) launched Remitly Business , the payment option has rapidly gained business customers, reaching over 20,000 as of fiscal Q1’26, up from 15,000 in Q4’25. I find this interesting because Remitly Business is a new high-value sender payment option in its early stages. With this increase in active business customers, sender volume has also risen, resulting in higher revenues, which I will delve into later. Take, for example, Q1’26, where active customers hit a record high of 9.634 million from 9.279 million in Q4’25, up by 20% YoY. The management notes that high-volume senders and small-to-mid-size businesses (SMBs) are major drivers of this customer growth. From where I sit, this increase can also be seen with an external eye. SMBs and financial data companies are estimated to move around $22 trillion annually, and this might reach $34 trillion by 2032. In fact, a comparison between high-income and low-income economies shows that SMBs lag behind large firms in digital payments, which is why I think there is rapid adoption of Remitly Business. To me, the company’s SMB customer growth and a macro environment tailwind present a potential upside, which is why I am rating RELY as a “Buy.” Even from the perspective of YTD price return , I believe RELY at 65.14%, beating the S&P 500 at 5.62% is a testament to my optimism described above. But let me delve into the depths of my bullish perspective to unravel why I think this company warrants an upside rating. Seeking Alpha SMB High-Growth Potential Picture Today, there are approximately 400 million SMBs or small and medium-sized enterprises (SMEs) globally. This accounts for around 90% of all global businesses, and employs 70% of the workforce. As a result, they contribute 50% of global GDP, suggesting this is not an area to be overlooked in online payments. Generally, SMEs are highly adaptive and lead in driving economic growth and r...
tongstock/iStock via Getty Images The following segment was excerpted from Artisan Global Equity Fund Q1 2026 Commentary. Portfolio Performance In Q1, the portfolio outperformed the MSCI All Country World Index, as the benchmark posted a negative absolute return. We experienced strong results from two of our three leading investment themes: electrification as well as defense and aerospace. Stock s...
tongstock/iStock via Getty Images The following segment was excerpted from Artisan Global Equity Fund Q1 2026 Commentary. Portfolio Performance In Q1, the portfolio outperformed the MSCI All Country World Index, as the benchmark posted a negative absolute return. We experienced strong results from two of our three leading investment themes: electrification as well as defense and aerospace. Stock selection was the leading driver of portfolio performance, particularly in the industrials and information technology (IT) sectors. Additional support came from our limited weighting in consumer discretionary, outperformance by our communication services holdings and an overweight to utilities. The portfolio's limited exposure to the energy sector hurt relative performance after the sector produced sharp gains in the wake of the Iranian conflict. Our overweight to the underperforming financial sector, a by-product of the team's bottom-up stock selection, negatively impacted our relative performance. Regionally, our emerging markets holdings started out the year strong, followed by US holdings. Starting with our electrification theme, several holdings contributed positively during the quarter as investors continued to reward companies exposed to grid expansion, transmission investment and rising electricity demand, particularly those tied to AI infrastructure. LS Electric was among the strongest performers. The company reported healthy earnings for 2025, with new orders growing 30% year over year and EPS close behind at 28% year over year. Investor sentiment strengthened further based on the company's growing exposure to North American AI data center power infrastructure and constrained global transformer supply. Model usage reports from large AI companies reinforced astronomical energy consumption projections for the space and validated the market's view that the company is well positioned to benefit from rising power equipment demand. Conversely, SPIE ( SPIWF ) was a detrac...
杨元庆称联想要成为一家AI原生公司。 5月11日,联想集团(00992.HK)股价开盘上涨,盘中最高触及13.46港元,创下历史新高。截至发稿,该股报13.44港元,涨幅超7%。今年以来,联想集团股价累计涨幅超44%。 在人工智能(AI)产业落地预期下,市场正在对联想业务逻辑重新定价。长期以来,外界通常把联想视作是一家PC硬件厂商。随着其 AI 全栈能力的显现,以方案服务业务(SSG)和基础设施方...
杨元庆称联想要成为一家AI原生公司。 5月11日,联想集团(00992.HK)股价开盘上涨,盘中最高触及13.46港元,创下历史新高。截至发稿,该股报13.44港元,涨幅超7%。今年以来,联想集团股价累计涨幅超44%。 在人工智能(AI)产业落地预期下,市场正在对联想业务逻辑重新定价。长期以来,外界通常把联想视作是一家PC硬件厂商。随着其 AI 全栈能力的显现,以方案服务业务(SSG)和基础设施方案业务(ISG)为代表的非PC业务已成为驱动联想业绩增长的新引擎。 联想最新公布的2025/26财年第三财季业绩显示,与AI相关的收入同比增长高达72%,占集团总收入的32%。其中AI PC营收实现高双位数增长,AI智能手机营收实现三位数增长。特别是在生成式 AI 浪潮下,企业级客户对高性能 AI 服务器及液冷算力设施的需求大幅增长,联想AI服务器营收实现高双位数增长,上季度联想透露该业务有超100亿美元的订单储备。 “我们的估值会从PC-only(仅依赖PC)的估值,转换成一个基于多产品、多业务的估值。”不久前联想集团高级副总裁兼首席财务官郑孝明对第一财经记者表示,联想当前的核心发展方向围绕AI全栈布局、ISG业务盈利性增长、把握存储价格周期红利展开,同时依托全球化供应链和终端优势,抢抓AI时代的市场机会。 联想集团即将在下周披露2025/26财年的全年财报,这将成为检验当前市场叙事能否最终确立的关键窗口。中信里昂最新研报预计,联想集团第四财季经调整净利润将高于市场预期约20%,备受关注的服务器业务有望实现单季扭亏为盈,同期PC出货量同比增长8.7%。 对于全财年业绩表现,联想集团董事长杨元庆曾在上月预计有望达到5600亿元人民币,其中AI相关营收年比年翻番,占公司总营收的 1/3。他还给联想立下新目标:两年后公司营收目标为超过1000亿美元,并且联想要成为一家AI原生公司。 他同时还提到联想面临的挑战,包括毛利率尚未达到市场预期,移动业务(MBG)的规模和盈利能力有待提升,基础设施业务集团仍需把握市场机遇以实现可持续的盈利性增长。 此外,业界预计PC行业中供应链的紧张局面将进一步加剧,内存和存储成本预计将比此前预期更快、更大幅度上涨,这将压缩PC厂商的毛利率,厂商之间的分化也将更加明显。
Altura Energy (ALTU:CA) said that major shareholder Ms. Burke of Vancouver, British Columbia increased her stake in the company through an open-market purchase of 50K shares at an average price of C$0.30 per share on the TSX Venture Exchange. Following the transaction, Ms. Burke now owns 5.75M common shares and 200K warrants of Altura Energy , representing about 7.87% of outstanding shares on an u...
Altura Energy (ALTU:CA) said that major shareholder Ms. Burke of Vancouver, British Columbia increased her stake in the company through an open-market purchase of 50K shares at an average price of C$0.30 per share on the TSX Venture Exchange. Following the transaction, Ms. Burke now owns 5.75M common shares and 200K warrants of Altura Energy , representing about 7.87% of outstanding shares on an undiluted basis. Assuming exercise of the warrants, her ownership would rise to roughly 8.12% on a partially diluted basis. Ms. Burke is no longer classified as a 10% shareholder and therefore will not be required to file additional early warning reports More on Altura Energy Corp. Financial information for Altura Energy Corp.
Retirees know that fixed income isn't entirely fixed. The annual Social Security cost-of-living adjustments (COLAs) help address higher costs of goods and services. We won't know the official 2027 Social Security COLA until mid-October. However, early estimates are already in. What could this increase mean for retirees' budgets? Image source: Getty Images. Continue reading
Retirees know that fixed income isn't entirely fixed. The annual Social Security cost-of-living adjustments (COLAs) help address higher costs of goods and services. We won't know the official 2027 Social Security COLA until mid-October. However, early estimates are already in. What could this increase mean for retirees' budgets? Image source: Getty Images. Continue reading
John M. Chase/iStock Unreleased via Getty Images Investment Thesis & Executive Summary The defense sector is the most crucial sector because of the current geopolitical crises. On the other hand, General Dynamics ( GD ) is not a pure defense company like Lockheed Martin ( LMT ). Almost 25% of its revenue comes from civil industries like producing civil planes. In this way, even if the geopolitical...
John M. Chase/iStock Unreleased via Getty Images Investment Thesis & Executive Summary The defense sector is the most crucial sector because of the current geopolitical crises. On the other hand, General Dynamics ( GD ) is not a pure defense company like Lockheed Martin ( LMT ). Almost 25% of its revenue comes from civil industries like producing civil planes. In this way, even if the geopolitical situation becomes stable, General Dynamics can still generate revenue. My thesis lies in General Dynamics' efficiency. General Dynamics’s backlog, Gulfstream , and monopolistic power in Marine Systems make General Dynamics a successful company. However, even if the company is successful, we can’t say that it is possible to buy at every price. Therefore, I calculated the intrinsic value of General Dynamics using the DCF method. At this price, my rating is Hold, and I will explain why. The market already sees the efficiency of General Dynamics and has set the price accordingly. The stock price is very similar to the fair value when I apply the DCF method. Even though General Dynamics is like a fortress, gains could still be limited. The Tale of Two Companies: The Submarine Anchor and the Jet Engine General Dynamics is not like one company, and many investors are confused because of this. There are different dynamics inside General Dynamics because of these different segments. We can’t just use relative valuation to find the fair value of General Dynamics, because other companies can’t really be related to General Dynamics. I will mainly focus on two important segments of General Dynamics. These are the marine segment and the aerospace segment. Marine Systems: The Indestructible Anchor with a Tortoise Pace General Dynamics’ marine segment has almost no bankruptcy or default risk, even in huge financial crises. It is one of the strongest parts of General Dynamics because it produces Columbia- and Virginia-class nuclear submarines, Arleigh Burke-class destroyers, and many more ...
Trump says Iran's response to the U.S. ceasefire proposal is "totally unacceptable," Trump heads to China amid Iran war, Congress returns after week-long break.
Trump says Iran's response to the U.S. ceasefire proposal is "totally unacceptable," Trump heads to China amid Iran war, Congress returns after week-long break.
The global smart home market is set to reach USD 139.24 billion by 2032, growing at a CAGR of 6.4% from USD 95.83 billion in 2026. This growth is driven by rising internet penetration, adoption of connected devices, and energy-efficient home systems. Smart kitchens are poised for the fastest growth, fueled by connected appliances and convenience demands. Direct sales channels are expected to domin...
The global smart home market is set to reach USD 139.24 billion by 2032, growing at a CAGR of 6.4% from USD 95.83 billion in 2026. This growth is driven by rising internet penetration, adoption of connected devices, and energy-efficient home systems. Smart kitchens are poised for the fastest growth, fueled by connected appliances and convenience demands. Direct sales channels are expected to dominate, providing better customer engagement and support. North America leads the market due to advance