Joani Reid MP reportedly swapped flirtatious messages with senior officer in charge of nuclear-armed submarine A Royal Navy captain in charge of one of Britain’s nuclear-armed submarines stepped back from his duties over his relationship with the MP Joani Reid, whose husband faces allegations of spying for China. The married senior officer was investigated by the navy last year over his contact wi...
Joani Reid MP reportedly swapped flirtatious messages with senior officer in charge of nuclear-armed submarine A Royal Navy captain in charge of one of Britain’s nuclear-armed submarines stepped back from his duties over his relationship with the MP Joani Reid, whose husband faces allegations of spying for China. The married senior officer was investigated by the navy last year over his contact with Reid after the messages, described as inappropriate, prompted an assessment of a potential blackmail risk, the Financial Times first reported. Continue reading...
格隆汇4月1日｜可口可乐及其两家授权生产商——可口可乐南非公司和可口可乐半岛饮料公司，计划在2030年前在南非投资176亿兰特(约合10.5亿美元)，以支持扩大生产规模。可口可乐公司非洲业务部门总裁Luis Felipe Avellar于周二晚间在约翰内斯堡的一次投资会议上宣布了这一消息。与此同时，南非总统西里尔·拉马福萨设定了在未来五年内吸引2万亿兰特新投资的目标。
格隆汇4月1日｜可口可乐及其两家授权生产商——可口可乐南非公司和可口可乐半岛饮料公司，计划在2030年前在南非投资176亿兰特(约合10.5亿美元)，以支持扩大生产规模。可口可乐公司非洲业务部门总裁Luis Felipe Avellar于周二晚间在约翰内斯堡的一次投资会议上宣布了这一消息。与此同时，南非总统西里尔·拉马福萨设定了在未来五年内吸引2万亿兰特新投资的目标。
Fueled by FOMO and a government push, agentic AI OpenClaw is surging in China. On the Big Take Asia Podcast: what it does, why it took off so fast and what it reveals about the risks and realities of AI’s next phase. (Source: Bloomberg)
Fueled by FOMO and a government push, agentic AI OpenClaw is surging in China. On the Big Take Asia Podcast: what it does, why it took off so fast and what it reveals about the risks and realities of AI’s next phase. (Source: Bloomberg)
Kira-Yan/iStock Editorial via Getty Images Introduction Meta ( META ) has been one of the most lackluster Magnificent 7 stocks (-18% YTD), underperforming the S&P 500 (-7% YTD) by a substantial margin as of March 31. This has been attributable to: Regulatory overhang (Big Tobacco moment fears) after a tribunal loss in Los Angeles on social media addiction , prompting investors’ worries on Section ...
Kira-Yan/iStock Editorial via Getty Images Introduction Meta ( META ) has been one of the most lackluster Magnificent 7 stocks (-18% YTD), underperforming the S&P 500 (-7% YTD) by a substantial margin as of March 31. This has been attributable to: Regulatory overhang (Big Tobacco moment fears) after a tribunal loss in Los Angeles on social media addiction , prompting investors’ worries on Section 230 violations, AI CapEx and margin dilution concerns, with Meta guiding $115-135 billion in CapEx (+60% - 88% YoY) and declining OPM (from 48% to 41%), spooked investors’ fear that FCF turning negative while returns on AI spend (AI monetization) lag. Widening Reality Labs (RL) losses ($6 billion in 4Q25) with an uncertain trajectory ( Avocado model delays , 20% workforce reduction , termination of VR lab businesses ), causing investors to question RL growth trajectory Macroeconomic factors (the war in Iran causing risk-off trades) Despite negative market sentiment, I remain bullish on Meta’s outlook in 2026, as I view 2026 as an inflection year of Meta’s AI monetization, with AI driving Meta’s business efficiency and top-line growth. I believe that: Meta does not need to lead in frontier AI models (ChatGPT, Gemini, Claude), and Meta only needs to prove to investors that AI is driving business efficiency and top-line growth (higher ad loads, higher ad impression prices, more personalized recommendations, and end-to-end ad stack). Meta remains a quality gem with so many business optionalities (WhatsApp business monetization, Threads ads monetization, potential Instagram e-commerce like TikTok Shop, subscription of Instagram, sponsored listings in Facebook Marketplace, and so on), alongside Reality Labs scaling, including Ray-Ban Meta glasses entering volume shipment in 2H26/2027, and integration of Manus AI, Meta AI (Avocado), and Moltbook to create AI agents for its family of apps ecosystem, with potential monetization through subscriptions. In my view, Meta’s core competit...
Kira-Yan/iStock Editorial via Getty Images Introduction Meta ( META ) has been one of the most lackluster Magnificent 7 stocks (-18% YTD), underperforming the S&P 500 (-7% YTD) by a substantial margin as of March 31. This has been attributable to: Regulatory overhang (Big Tobacco moment fears) after a tribunal loss in Los Angeles on social media addiction , prompting investors’ worries on Section ...
Kira-Yan/iStock Editorial via Getty Images Introduction Meta ( META ) has been one of the most lackluster Magnificent 7 stocks (-18% YTD), underperforming the S&P 500 (-7% YTD) by a substantial margin as of March 31. This has been attributable to: Regulatory overhang (Big Tobacco moment fears) after a tribunal loss in Los Angeles on social media addiction , prompting investors’ worries on Section 230 violations, AI CapEx and margin dilution concerns, with Meta guiding $115-135 billion in CapEx (+60% - 88% YoY) and declining OPM (from 48% to 41%), spooked investors’ fear that FCF turning negative while returns on AI spend (AI monetization) lag. Widening Reality Labs (RL) losses ($6 billion in 4Q25) with an uncertain trajectory ( Avocado model delays , 20% workforce reduction , termination of VR lab businesses ), causing investors to question RL growth trajectory Macroeconomic factors (the war in Iran causing risk-off trades) Despite negative market sentiment, I remain bullish on Meta’s outlook in 2026, as I view 2026 as an inflection year of Meta’s AI monetization, with AI driving Meta’s business efficiency and top-line growth. I believe that: Meta does not need to lead in frontier AI models (ChatGPT, Gemini, Claude), and Meta only needs to prove to investors that AI is driving business efficiency and top-line growth (higher ad loads, higher ad impression prices, more personalized recommendations, and end-to-end ad stack). Meta remains a quality gem with so many business optionalities (WhatsApp business monetization, Threads ads monetization, potential Instagram e-commerce like TikTok Shop, subscription of Instagram, sponsored listings in Facebook Marketplace, and so on), alongside Reality Labs scaling, including Ray-Ban Meta glasses entering volume shipment in 2H26/2027, and integration of Manus AI, Meta AI (Avocado), and Moltbook to create AI agents for its family of apps ecosystem, with potential monetization through subscriptions. In my view, Meta’s core competit...
WTI Dips After Big Crude Inventory Build, US Production Slows Oil prices are down overnight but playing headline roulette with every word that comes out of any leaders' (or non-leaders') mouth as ceasefire chatter (now denied) has WTI riding a roller-coaster (but below $100 once again as we write). “Flows and actions matter more than words,” said Giovanni Staunovo, a commodity analyst at UBS Group...
WTI Dips After Big Crude Inventory Build, US Production Slows Oil prices are down overnight but playing headline roulette with every word that comes out of any leaders' (or non-leaders') mouth as ceasefire chatter (now denied) has WTI riding a roller-coaster (but below $100 once again as we write). “Flows and actions matter more than words,” said Giovanni Staunovo, a commodity analyst at UBS Group AG. And while inventory data may not be the market-moving event in this new regime, it is useful to see signs of stockpiling or demand. DOE Crude +5.45mm (+10.3mm API, +2mm exp) Cushing +520k Gasoline -586k Distillates -2.11mm A sizable crude build (the sixth weekly rise in total US crude stocks in a row) was mirrored by the seventh weekly drawdown in gasoline stocks ... Stockpiles at Cushing, Oklahoma, also rose for the sixth consecutive week. A 520,000-barre- build takes inventories at the storage hub to the highest level since July 2024. Stockpiles at Cushing are now firmly above 30 million barrels. Stocks for all transport fuels in the US dropped this week with diesel falling 2 million barrels to the lowest level since mid-March. That fuel, alongside jet, is in the spotlight as the Iran war has had an outsized impact on the price of those fuels compared with gasoline. Interestingly, US crude production slipped lower again last week. Refinery crude runs fell for the first time in five weeks. Despite the drop, they remain at a multi-year seasonal high. Oil prices dipped after the data... The surge in market volatility has made intraday trading choppier, with many traders having to curb position sizes. Tyler Durden Wed, 04/01/2026 - 10:38
primeimages/E+ via Getty Images Nike ( NKE ), sporting a D+ valuation grade that flags it as one of the priciest footwear plays, warned of soft sales ahead in China. Q3 Greater China revenue plunged 10%, Nike Direct fell 5%, and wholesale cratered 13%. This outlook spotlights risks across the sector, where peers face parallel headwinds from local competition and economic slowdowns in the key marke...
primeimages/E+ via Getty Images Nike ( NKE ), sporting a D+ valuation grade that flags it as one of the priciest footwear plays, warned of soft sales ahead in China. Q3 Greater China revenue plunged 10%, Nike Direct fell 5%, and wholesale cratered 13%. This outlook spotlights risks across the sector, where peers face parallel headwinds from local competition and economic slowdowns in the key market. Below is a Seeking Alpha screen ranking the top 10 footwear stocks from most overvalued to least based on valuation grades, alongside market cap and YTD performance; grades measure expensiveness relative to fundamentals (A+ cheapest, F priciest). On Holding AG ( ONON ) joins Nike at D+, hammered 27% YTD, while Deckers Outdoor ( DECK ) and Rocky Brands ( RCKY ) sit at C-. Steven Madden (SHOO, -19% YTD), Birkenstock (BIRK, -12%), and Wolverine World Wide ( WWW ) earn C grades, Crocs ( CROX ) gets a B, and PUMA SE ( PUMSY ) and Allbirds ( BIRD ) shine as A- and A bargains. The valuation grade indicates how expensive a stock is relative to its fundamentals, with A+ being most undervalued and F being most overvalued (pricey). Here is the list: Nike, Inc. ( NKE ), Valuation grade: D+ On Holding AG ( ONON ), Valuation grade: D+ Deckers Outdoor Corporation ( DECK ), Valuation grade: C- Rocky Brands, Inc. ( RCKY ), Valuation grade: C- Steven Madden, Ltd. ( SHOO ), Valuation grade: C- Birkenstock Holding plc ( BIRK ), Valuation grade: C Wolverine World Wide, Inc. ( WWW ), Valuation grade: C Crocs, Inc. ( CROX ), Valuation grade: B PUMA SE ( PUMSY ), Valuation grade: A- Allbirds, Inc. ( BIRD ), Valuation grade: A Consumer Discretionary ETFs : ( XLY ), ( VCR ), ( FXD ), ( FDIS ), ( RSPD ), and ( RXI ) More on consumer stocks 3 Market Segments I'm Targeting When Iran War Ends How To Create A Wheel Strategy With Sector ETFs To Generate Income Retail Sector Recap: Consumers Pull Back On Weak Outlook Consumer Discretionary among laggards in Q1 amid sector weakness Nike's China warning h...
Looking at the universe of stocks we cover at Dividend Channel, on 4/2/26, Parke Bancorp Inc (Symbol: PKBK) will trade ex-dividend, for its quarterly dividend of $0.18, payable on 4/17/26. As a percentage of PKBK's recent stock price of $28.77, this dividend works out to approx
Looking at the universe of stocks we cover at Dividend Channel, on 4/2/26, Parke Bancorp Inc (Symbol: PKBK) will trade ex-dividend, for its quarterly dividend of $0.18, payable on 4/17/26. As a percentage of PKBK's recent stock price of $28.77, this dividend works out to approx
Looking at the universe of stocks we cover at Dividend Channel, on 4/2/26, GE HealthCare Technologies Inc (Symbol: GEHC) will trade ex-dividend, for its quarterly dividend of $0.035, payable on 5/15/26. As a percentage of GEHC's recent stock price of $71.66, this dividend works
Looking at the universe of stocks we cover at Dividend Channel, on 4/2/26, GE HealthCare Technologies Inc (Symbol: GEHC) will trade ex-dividend, for its quarterly dividend of $0.035, payable on 5/15/26. As a percentage of GEHC's recent stock price of $71.66, this dividend works
Looking at the universe of stocks we cover at Dividend Channel, on 4/2/26, Horizon Bancorp Inc (Symbol: HBNC) will trade ex-dividend, for its quarterly dividend of $0.16, payable on 4/17/26. As a percentage of HBNC's recent stock price of $16.79, this dividend works out to appr
Looking at the universe of stocks we cover at Dividend Channel, on 4/2/26, Horizon Bancorp Inc (Symbol: HBNC) will trade ex-dividend, for its quarterly dividend of $0.16, payable on 4/17/26. As a percentage of HBNC's recent stock price of $16.79, this dividend works out to appr
Looking at the universe of stocks we cover at Dividend Channel, on 4/2/26, ESAB Corp (Symbol: ESAB) will trade ex-dividend, for its quarterly dividend of $0.10, payable on 4/17/26. As a percentage of ESAB's recent stock price of $98.17, this dividend works out to approximately
Looking at the universe of stocks we cover at Dividend Channel, on 4/2/26, ESAB Corp (Symbol: ESAB) will trade ex-dividend, for its quarterly dividend of $0.10, payable on 4/17/26. As a percentage of ESAB's recent stock price of $98.17, this dividend works out to approximately
Looking at the universe of stocks we cover at Dividend Channel, on 4/2/26, Farmers & Merchants Bancorp Inc (Symbol: FMAO) will trade ex-dividend, for its quarterly dividend of $0.23, payable on 4/20/26. As a percentage of FMAO's recent stock price of $25.64, this dividend w
Looking at the universe of stocks we cover at Dividend Channel, on 4/2/26, Farmers & Merchants Bancorp Inc (Symbol: FMAO) will trade ex-dividend, for its quarterly dividend of $0.23, payable on 4/20/26. As a percentage of FMAO's recent stock price of $25.64, this dividend w
Looking at the universe of stocks we cover at Dividend Channel, on 4/2/26, Movado Group, Inc. (Symbol: MOV) will trade ex-dividend, for its quarterly dividend of $0.35, payable on 4/16/26. As a percentage of MOV's recent stock price of $24.65, this dividend works out to approxi
Looking at the universe of stocks we cover at Dividend Channel, on 4/2/26, Movado Group, Inc. (Symbol: MOV) will trade ex-dividend, for its quarterly dividend of $0.35, payable on 4/16/26. As a percentage of MOV's recent stock price of $24.65, this dividend works out to approxi
Looking at the universe of stocks we cover at Dividend Channel, on 4/2/26, Cisco Systems Inc (Symbol: CSCO) will trade ex-dividend, for its quarterly dividend of $0.42, payable on 4/22/26. As a percentage of CSCO's recent stock price of $78.61, this dividend works out to approx
Looking at the universe of stocks we cover at Dividend Channel, on 4/2/26, Cisco Systems Inc (Symbol: CSCO) will trade ex-dividend, for its quarterly dividend of $0.42, payable on 4/22/26. As a percentage of CSCO's recent stock price of $78.61, this dividend works out to approx
Looking at the universe of stocks we cover at Dividend Channel, on 4/2/26, Alico, Inc. (Symbol: ALCO) will trade ex-dividend, for its quarterly dividend of $0.05, payable on 4/17/26. As a percentage of ALCO's recent stock price of $41.26, this dividend works out to approximatel
Looking at the universe of stocks we cover at Dividend Channel, on 4/2/26, Alico, Inc. (Symbol: ALCO) will trade ex-dividend, for its quarterly dividend of $0.05, payable on 4/17/26. As a percentage of ALCO's recent stock price of $41.26, this dividend works out to approximatel