Kim Jong-un will have seen the footage. A supreme leader of nearly 37 years, killed alongside members of his own family. Citizens celebrating in the streets. Rivals already angling for a role in the political transition. If the US-Israeli strike that killed Iran’s supreme leader Ali Khamenei on Saturday was intended to send a message to the world, analysts say North Korea almost certainly received...
Kim Jong-un will have seen the footage. A supreme leader of nearly 37 years, killed alongside members of his own family. Citizens celebrating in the streets. Rivals already angling for a role in the political transition. If the US-Israeli strike that killed Iran’s supreme leader Ali Khamenei on Saturday was intended to send a message to the world, analysts say North Korea almost certainly received it. Though the lesson likely learned – do not negotiate with the US and never be in Iran’s position...
Chinese automakers broadly recorded a sharp drop in sales in February as demand in the world’s largest auto industry waned during the Lunar New Year month.
Chinese automakers broadly recorded a sharp drop in sales in February as demand in the world’s largest auto industry waned during the Lunar New Year month.
Chinese automaker Geely Automobile Holdings Ltd. sold more vehicles than BYD Co. for a second consecutive month, piling pressure on the latter to beef up its lineup and reignite waning demand for electric vehicles. In the first two months of this year, Geely delivered about 76,000 units more than BYD, which saw a 36% slump in the period, according to company filings. The last time Geely, founded b...
Chinese automaker Geely Automobile Holdings Ltd. sold more vehicles than BYD Co. for a second consecutive month, piling pressure on the latter to beef up its lineup and reignite waning demand for electric vehicles. In the first two months of this year, Geely delivered about 76,000 units more than BYD, which saw a 36% slump in the period, according to company filings. The last time Geely, founded by billionaire Li Shufu had more shipments than BYD for at least two consecutive months was in 2022. Geely’s flat sales to start the year are comparatively strong as some of China’s most popular brands, including BYD and Xpeng Inc. report double-digit declines in monthly deliveries. The world’s biggest auto industry is struggling to maintain momentum as the winding down of key purchase incentives hurts demand, while the beginning of the year was also affected by a longer-than-normal Lunar New Year holiday. Geely’s growing lead over BYD shows that a major restructuring to streamline its brands is bearing fruit. Geely has won over drivers with a number of its models, including the compact Xingyuan hatchback, which become the best-selling car in China last year. Read More: China’s Geely Says It Wants to Be in World’s Top Five Carmakers Meanwhile, BYD, which overtook Tesla Inc. last year to become the world’s biggest EV maker, faces growing pressure to navigate a domestic sales slump. Chief Executive Officer Wang Chuanfu said at a company event in December that the technological lead the company enjoyed has diminished as rivals started to catch up, hurting sales. That makes this week’s launch of new EV technologies crucial for the carmaker. Investors are optimistic that it will unveil upgrades of charging technology and driver-assistance features that will reinvigorate Chinese consumers that have been waiting for new products rather than buy BYD’s existing line up. Exports remain a bright spot for BYD in a boost to its earnings outlook, as the higher margins the carmaker can com...
In this article UAMY USO EIS Follow your favorite stocks CREATE FREE ACCOUNT People protest against the US and Israeli strikes on Iran, ICE immigration raids, and in support of Palestinians during a demonstration outside the Westwood Federal Building in the Westwood neighborhood of Los Angeles on June 22, 2025. Iran on Sunday threatened US bases in the Middle East after massive air strikes that Wa...
In this article UAMY USO EIS Follow your favorite stocks CREATE FREE ACCOUNT People protest against the US and Israeli strikes on Iran, ICE immigration raids, and in support of Palestinians during a demonstration outside the Westwood Federal Building in the Westwood neighborhood of Los Angeles on June 22, 2025. Iran on Sunday threatened US bases in the Middle East after massive air strikes that Washington said had destroyed Tehran's nuclear program, though some officials cautioned that the extent of damage was unclear. International concern focused on fears that the unprecedented US attacks would deepen conflict in the volatile region after Israel launched a bombing campaign against Iran earlier this month. (Photo by Bing Guan / AFP) (Photo by BING GUAN/AFP via Getty Images) Bing Guan | Afp | Getty Images The U.S.-Israel conflict with Iran is extending into its third day with each side doubling down on sharper responses in the days ahead, deepening fears of a wider war that could rattle the global economy. Where things stand Washington and Israel launched massive attacks on Iran on Saturday, killing the Islamic state's Supreme Leader Ayatollah Ali Khamenei, triggering retaliatory strikes from Tehran. Tehran has struck back with missiles and drones against Israel and Gulf countries that host U.S. military bases, including the United Arab Emirates, Qatar, Kuwait and Saudi Arabia. Civilian infrastructures were also hit by Iran's retaliatory strikes, including Dubai's luxury hotel Fairmont The Palm and the Dubai International Airport. The death of Khamenei, who ruled Iran for over three decades and held ultimate power, has raised the question of who will run Iran next as he had not publicly designated a successor. A council comprising Iranian President Masoud Pezeshkian, the judiciary head and a member of the Guardians Council, has temporarily assumed leadership duties on Sunday. More than 200 people in Iran have been killed during the strikes, according to Iranian stat...
According to a SEC filing dated February 17, 2026, Lightspeed Management Company initiated a new position in Kodiak AI (NASDAQ:KDK) by purchasing 7,340,475 shares during the fourth quarter. The estimated transaction value was $80.16 million. This new position represents 5.74% of the fund’s 13F reportable AUM as of December 31, 2025. Top five holdings after the filing: Continue reading
According to a SEC filing dated February 17, 2026, Lightspeed Management Company initiated a new position in Kodiak AI (NASDAQ:KDK) by purchasing 7,340,475 shares during the fourth quarter. The estimated transaction value was $80.16 million. This new position represents 5.74% of the fund’s 13F reportable AUM as of December 31, 2025. Top five holdings after the filing: Continue reading
To get John Authers’ newsletter delivered directly to your inbox, sign up here . Today’s Points: With Iran’s leader of 40 years dead, oil markets have opened with a big spike . Unlike other recent military incidents, Iran has retaliated, taking American lives . This upheaval comes as investors were their most confident since the pandemic. AI is blasting into space . AND: A Croatian reading recomme...
To get John Authers’ newsletter delivered directly to your inbox, sign up here . Today’s Points: With Iran’s leader of 40 years dead, oil markets have opened with a big spike . Unlike other recent military incidents, Iran has retaliated, taking American lives . This upheaval comes as investors were their most confident since the pandemic. AI is blasting into space . AND: A Croatian reading recommendation Dire Straits Regime change may be afoot in Iran. Decapitation in the successful killing of Ayatollah Ali Khamenei and a number of other senior leaders has already happened with breathtaking swiftness. The range of potential longer-term consequences for the American role in the developing new world order , and for the balance of power in the Middle East, is equally breathtaking. But there’s no template. The breadth of responses to similar shocks in the past has been varied, as Citi demonstrates in this chart. The huge outlier was the 1973 Yom Kippur War, which triggered a massive bear market. It was different from the others because it led to a protracted reduction in the supply of oil to the rest of the world. Shocks that passed quickly, or in which the threat to the oil supply was decisively countered, often proved to be buying opportunities. So as the oil markets reopen after an extraordinary weekend with a massive spike (Brent crude leapt 12.5% before stabilizing), it’s best to focus on what always matters most to markets in the short term after a geopolitical incident. Will it affect the supply of oil? Javier Blas argues in Bloomberg Opinion that the Iran strikes will be nasty for oil prices but won’t constitute a full-blown shock. What’s different about this incident compared to other recent conflagrations is that there has been retaliation, which has hampered other countries in the region and cost American lives. The longer an outright shooting war continues, and the further it spreads, the greater risk that this becomes a major shock that brings down a range ...
Ignatiev/E+ via Getty Images I started covering Nebius Group N.V. ( NBIS ) with a buy rating on November 21, 2025, because of its strong backlog and growing revenue visibility. The company is in the middle of changing from one that theoretically will produce significant revenue to one that actually generates it. So far, this investing thesis is working out well. As of February 25, the stock is up ...
Ignatiev/E+ via Getty Images I started covering Nebius Group N.V. ( NBIS ) with a buy rating on November 21, 2025, because of its strong backlog and growing revenue visibility. The company is in the middle of changing from one that theoretically will produce significant revenue to one that actually generates it. So far, this investing thesis is working out well. As of February 25, the stock is up 24.04%, while the S&P 500 ( SPX ) has risen 6%. I wrote my previous article on the company only ten days after it signed a $3 billion agreement with Meta on November 11, 2025, and several months after it signed a $17.4 billion deal with Microsoft on September 8, 2025. Since then, Chief Financial Officer ("CFO") Dado Alonso confirmed the company has achieved substantial progress turning its Microsoft ( MSFT ) and Meta Platforms ( META ) backlog into revenue on its fourth quarter 2025 earnings call on February 12: The deployments in Meta...went live early February. As such, we expect to recognize 12 months of revenue for the first tranche and roughly 11 months for our second tranche. As for the Microsoft deal, we expect revenue to ramp over the course of the year in line with our plans to deliver the capacity tranches...throughout the year with the majority expected in the second half. So Microsoft deal will begin to deliver a full year revenue starting in 2027. The stock has become less speculative, with Meta's contract already generating revenue, and it will become even less speculative as Microsoft revenue ramps into 2027—a significant reason that aggressive growth investors still consider Nebius a buy. However, revenue visibility is only one reason some investors remain interested in this stock. We will discuss a second thesis for investing in Nebius in the next section of this article: Power Availability. Power Availability is the New Primary Competitive Moat The AI bottleneck is no longer GPUs—it's power. Over the last two years, obtaining GPUs from NVIDIA ( NVDA ) and,...
If you've been confused about the share price movements of some artificial intelligence (AI) stocks, join the club. Investors have been on a treasure hunt lately, seeking tech companies poised to benefit from massive AI disruption, but no one can really agree on what that looks like. Some think hardware-based companies will remain the leading AI stocks, while others are opting for software. A rece...
If you've been confused about the share price movements of some artificial intelligence (AI) stocks, join the club. Investors have been on a treasure hunt lately, seeking tech companies poised to benefit from massive AI disruption, but no one can really agree on what that looks like. Some think hardware-based companies will remain the leading AI stocks, while others are opting for software. A recent HSBC report leans toward the latter. An analyst at the bank, Stephen Bersey, said recently that 2026 will be "the kick-off for monetization within software" for AI and the largest long-term share of value is in AI software, not hardware. Here's why it's probably best to have a little of both. Continue reading