ITV is in talks with their commercial partners about showing adverts during the mid-half drinks stoppages that will take place in every match at this summer’s World Cup. Global broadcasters have been briefed on Fifa’s stipulations for the three-minute hydration breaks, which will take place after 22 minutes of each half irrespective of the temperature. A two-minutes-and-10-second commercial break ...
ITV is in talks with their commercial partners about showing adverts during the mid-half drinks stoppages that will take place in every match at this summer’s World Cup. Global broadcasters have been briefed on Fifa’s stipulations for the three-minute hydration breaks, which will take place after 22 minutes of each half irrespective of the temperature. A two-minutes-and-10-second commercial break will be permitted if TV companies opt to cut away from the on-field action although they can also choose to stay stick with the live pictures or adopt a hybrid approach using a split screen. ITV may resist the temptation to sell full commercial breaks in favour of continuing the so-called “pic-in-pic advertising” it utilised for the first time during this year’s Six Nations Championship. ITV declined to comment, but sources at the commercial broadcaster indicated that its use of in-picture adverts whilst scrums are set in their Six Nations coverage had been well received by viewers, who they are wary of antagonising, particularly during such an important event as the World Cup. In-picture adverts are seen as less disruptive and enable commentary teams to continue their analysis of the match, as well as picking up details of any tactical instructions relayed by coaching staff to players during the break. ITV has joint live rights for the World Cup in the UK with the BBC, for whom adverts are not an issue, other than promoting its own programming. The World Cup will be the first major tournament to stop all matches midway through each half for three minutes, although hydration breaks were used at last summer’s Club World Cup when the in-stadium temperature exceeded 32 degrees. Fifa announced in December that it would introduce the break in each of the 104 World Cup matches as a “player welfare” measure, but it will also bring significant commercial benefits, particularly in the long term.
Key Points Centrus’ stock has skyrocketed over the past ten years. But its high valuations could limit its upside potential. 10 stocks we like better than Centrus Energy › Centrus Energy (NYSE: LEU), one of the few U.S. companies licensed to sell low-enriched uranium (LEU), saw its stock skyrocket more than 7,200% over the past decade. Let's see why this nuclear energy stock soared -- and where it...
Key Points Centrus’ stock has skyrocketed over the past ten years. But its high valuations could limit its upside potential. 10 stocks we like better than Centrus Energy › Centrus Energy (NYSE: LEU), one of the few U.S. companies licensed to sell low-enriched uranium (LEU), saw its stock skyrocket more than 7,200% over the past decade. Let's see why this nuclear energy stock soared -- and where it might head over the next ten years. Why did Centrus' stock soar? The Fukushima disaster in 2011 disrupted nuclear energy growth for more than a decade, as more countries paused their nuclear power projects. Those headwinds curbed the market's demand for LEU, the fuel used in most commercial nuclear reactors. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Centrus originally enriched its own LEU on a commercial scale at its U.S. plants, but it shut down those facilities in 2023 because it became cheaper to simply import enriched uranium. That year also marked the end of the "Megatons to Megawatts" program -- a deal between the U.S. and Russia that allowed enriched weapons materials from dismantled Russian warheads to be downblended into LEU and sold to middlemen resellers like Centrus. Those changes, along with the decade-long drought in nuclear demand, reduced Centrus' revenue from $1.86 billion in 2012 to $193 million in 2018. Yet from 2018 to 2025, its revenue grew at a 13% CAGR to $449 million as several tailwinds kicked in. The nuclear energy market stabilized as more countries launched new decarbonization initiatives, the power-hungry data center, cloud, and AI markets expanded, and more companies introduced safer, more efficient reactors to meet that demand. As the market expanded, Centrus began enriching its own high-assay, low-enriched uranium (HALEU) for advanced reactors, which it sold in limit...
Centrus Energy (LEU 4.19%), one of the few U.S. companies licensed to sell low-enriched uranium (LEU), saw its stock skyrocket more than 7,200% over the past decade. Let's see why this nuclear energy stock soared -- and where it might head over the next ten years. Why did Centrus' stock soar? The Fukushima disaster in 2011 disrupted nuclear energy growth for more than a decade, as more countries p...
Centrus Energy (LEU 4.19%), one of the few U.S. companies licensed to sell low-enriched uranium (LEU), saw its stock skyrocket more than 7,200% over the past decade. Let's see why this nuclear energy stock soared -- and where it might head over the next ten years. Why did Centrus' stock soar? The Fukushima disaster in 2011 disrupted nuclear energy growth for more than a decade, as more countries paused their nuclear power projects. Those headwinds curbed the market's demand for LEU, the fuel used in most commercial nuclear reactors. Centrus originally enriched its own LEU on a commercial scale at its U.S. plants, but it shut down those facilities in 2023 because it became cheaper to simply import enriched uranium. That year also marked the end of the "Megatons to Megawatts" program -- a deal between the U.S. and Russia that allowed enriched weapons materials from dismantled Russian warheads to be downblended into LEU and sold to middlemen resellers like Centrus. Those changes, along with the decade-long drought in nuclear demand, reduced Centrus' revenue from $1.86 billion in 2012 to $193 million in 2018. Yet from 2018 to 2025, its revenue grew at a 13% CAGR to $449 million as several tailwinds kicked in. Expand NYSE : LEU Centrus Energy Today's Change ( -4.19 %) $ -8.50 Current Price $ 194.58 Key Data Points Market Cap $4.0B Day's Range $ 187.50 - $ 201.99 52wk Range $ 49.40 - $ 464.25 Volume 26K Avg Vol 1.1M Gross Margin 23.24 % The nuclear energy market stabilized as more countries launched new decarbonization initiatives, the power-hungry data center, cloud, and AI markets expanded, and more companies introduced safer, more efficient reactors to meet that demand. As the market expanded, Centrus began enriching its own high-assay, low-enriched uranium (HALEU) for advanced reactors, which it sold in limited quantities through small-scale government contracts. What will happen over the next ten years? The world's nuclear capacity could expand by up to 2.6 times fro...
Key Points Berkshire Hathaway CEO Greg Abel bought $15 million worth of the company's stock. Berkshire announced its first stock buybacks since 2024. This shows confidence by the new leadership in the value provided by Berkshire shares. 10 stocks we like better than Berkshire Hathaway › Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB) stock has been under pressure in recent months, and for a few reason...
Key Points Berkshire Hathaway CEO Greg Abel bought $15 million worth of the company's stock. Berkshire announced its first stock buybacks since 2024. This shows confidence by the new leadership in the value provided by Berkshire shares. 10 stocks we like better than Berkshire Hathaway › Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB) stock has been under pressure in recent months, and for a few reasons. Most obviously is the retirement of legendary CEO Warren Buffett, who stepped down from the top spot at the end of last year. In fact, Berkshire hit an all-time high just before Buffett's retirement announcement in May 2025, and has yet to regain that level, despite the S&P 500 rising by more than 21% since that time. In addition, Berkshire recently reported its fourth-quarter earnings, and while there wasn't anything terrible about them, they certainly weren't great. Insurance underwriting income fell sharply, and most of Berkshire's other business segments saw single-digit increases in their operating earnings. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Finally, many shareholders were hoping to hear ambitious plans in Abel's first shareholder letter -- especially for putting some of the company's $373 billion cash hoard to work. Instead, he spent most of the letter emphasizing that he'll continue to use Warren Buffett's principles for running the company, something that has been reiterated many times by both Abel and Buffett and is generally understood by investors already. A reason for investors to be excited Berkshire made two revelations that could get investors excited about the value of the company's shares. First, new CEO Greg Abel said he bought $15 million worth of Berkshire stock with his own money and pledged to use his full salary to keep doing the same every year he's running the sho...
Berkshire Hathaway (BRKA +2.59%)(BRKB +2.52%) stock has been under pressure in recent months, and for a few reasons. Most obviously is the retirement of legendary CEO Warren Buffett, who stepped down from the top spot at the end of last year. In fact, Berkshire hit an all-time high just before Buffett's retirement announcement in May 2025, and has yet to regain that level, despite the S&P 500 risi...
Berkshire Hathaway (BRKA +2.59%)(BRKB +2.52%) stock has been under pressure in recent months, and for a few reasons. Most obviously is the retirement of legendary CEO Warren Buffett, who stepped down from the top spot at the end of last year. In fact, Berkshire hit an all-time high just before Buffett's retirement announcement in May 2025, and has yet to regain that level, despite the S&P 500 rising by more than 21% since that time. In addition, Berkshire recently reported its fourth-quarter earnings, and while there wasn't anything terrible about them, they certainly weren't great. Insurance underwriting income fell sharply, and most of Berkshire's other business segments saw single-digit increases in their operating earnings. Finally, many shareholders were hoping to hear ambitious plans in Abel's first shareholder letter -- especially for putting some of the company's $373 billion cash hoard to work. Instead, he spent most of the letter emphasizing that he'll continue to use Warren Buffett's principles for running the company, something that has been reiterated many times by both Abel and Buffett and is generally understood by investors already. A reason for investors to be excited Berkshire made two revelations that could get investors excited about the value of the company's shares. Expand NYSE : BRKA Berkshire Hathaway Today's Change ( 2.59 %) $ 18905.56 Current Price $ 749612.57 Key Data Points Market Cap $1.1T Day's Range $ 739000.00 - $ 749612.57 52wk Range $ 685150.00 - $ 812855.00 Volume 217 Avg Vol 750 Gross Margin 23.63 % First, new CEO Greg Abel said he bought $15 million worth of Berkshire stock with his own money and pledged to use his full salary to keep doing the same every year he's running the show. Second, and more significant, Berkshire disclosed that it resumed buying back its own shares for the first time since the second quarter of 2024. Berkshire's buyback program isn't as formal as those of most other companies. It allows for buybacks when...
Key Points Investors were alarmed by the size of its proposed purchase of the Warner Bros studio and streaming assets. The deal is now off the table, removing significant uncertainty -- and that could be a good thing for investors. 10 stocks we like better than Netflix › With its shares already down roughly 28% from an all-time high of $134 reached in mid-June, Netflix (NASDAQ: NFLX) has faced sig...
Key Points Investors were alarmed by the size of its proposed purchase of the Warner Bros studio and streaming assets. The deal is now off the table, removing significant uncertainty -- and that could be a good thing for investors. 10 stocks we like better than Netflix › With its shares already down roughly 28% from an all-time high of $134 reached in mid-June, Netflix (NASDAQ: NFLX) has faced significant challenges over the past few months. The situation came to a head in late 2025 when its management revealed plans to acquire the studio and streaming assets of Warner Bros -- a move some analysts feared could undermine shareholder value by loading Netflix's balance sheet with debt. However, in late February, Netflix withdrew its bid for Warner Bros, allowing skeptical investors to rest a little easier. Let's explore what this stunning reversal might mean for the company's stock in March and beyond. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » What went wrong with Netflix's plan? It looked like a done deal. On Dec. 5, Netflix announced that it would acquire Warner Bros. for a total enterprise value of $82.7 billion (including taking on its debt). The acquisition would have given the combined company access to Warner Bros.' iconic intellectual properties like Harry Potter, the DC Comic Universe, and Game of Thrones, along with the tools to monetize them more effectively through Netflix's streaming empire. But despite the clear synergies, the market reacted extremely negatively to the proposal, sending Netflix shares down double-digits and prompting analyst downgrades. It's easy to see why investors were skeptical. According to research from Fortune magazine, a whopping 70%-75% of acquisitions fail to create shareholder value for the acquiring company. And with a target as large as Warner Bros., ...
With its shares already down roughly 28% from an all-time high of $134 reached in mid-June, Netflix (NFLX +0.47%) has faced significant challenges over the past few months. The situation came to a head in late 2025 when its management revealed plans to acquire the studio and streaming assets of Warner Bros -- a move some analysts feared could undermine shareholder value by loading Netflix's balanc...
With its shares already down roughly 28% from an all-time high of $134 reached in mid-June, Netflix (NFLX +0.47%) has faced significant challenges over the past few months. The situation came to a head in late 2025 when its management revealed plans to acquire the studio and streaming assets of Warner Bros -- a move some analysts feared could undermine shareholder value by loading Netflix's balance sheet with debt. However, in late February, Netflix withdrew its bid for Warner Bros, allowing skeptical investors to rest a little easier. Let's explore what this stunning reversal might mean for the company's stock in March and beyond. Expand NASDAQ : NFLX Netflix Today's Change ( 0.47 %) $ 0.46 Current Price $ 99.12 Key Data Points Market Cap $417B Day's Range $ 98.11 - $ 100.19 52wk Range $ 75.01 - $ 134.12 Volume 1.9M Avg Vol 52M Gross Margin 48.59 % What went wrong with Netflix's plan? It looked like a done deal. On Dec. 5, Netflix announced that it would acquire Warner Bros. for a total enterprise value of $82.7 billion (including taking on its debt). The acquisition would have given the combined company access to Warner Bros.' iconic intellectual properties like Harry Potter, the DC Comic Universe, and Game of Thrones, along with the tools to monetize them more effectively through Netflix's streaming empire. But despite the clear synergies, the market reacted extremely negatively to the proposal, sending Netflix shares down double-digits and prompting analyst downgrades. It's easy to see why investors were skeptical. According to research from Fortune magazine, a whopping 70%-75% of acquisitions fail to create shareholder value for the acquiring company. And with a target as large as Warner Bros., the stakes were quite high. Even if operational results improved, it could take years or even decades to defray the cash and debt used to make the deal. Investors are comparing these prospects to other, less risky uses of the capital, such as buybacks, which could have a...
The Passive Aggressive Market: Bogle's Warning Came True Authored by Michael Lebowitz via realinvestmentadvice.com , Since the pandemic, the line between passive investing and aggressive speculation has blurred. The current bout of speculative fervor extends beyond financial markets. For instance, we see the same impulse in the explosion of sports betting and the surge in event-betting sites like ...
The Passive Aggressive Market: Bogle's Warning Came True Authored by Michael Lebowitz via realinvestmentadvice.com , Since the pandemic, the line between passive investing and aggressive speculation has blurred. The current bout of speculative fervor extends beyond financial markets. For instance, we see the same impulse in the explosion of sports betting and the surge in event-betting sites like Kalshi and Polymarket. In the investment arena, margin debt is at record highs (as shown below), and zero-day-to-expiry (0DTE) stock options now account for approximately 50 percent of all options volume. Furthermore, the number of leveraged ETFs and their trading volumes have risen sharply. To wit, we share a quote from The Kobeissi Letter: There are now a record 108 long and 31 short tech-related leveraged ETFs, 139 in total. This is 3 TIMES more than the 2nd largest sector, financials, with 47 total funds. By comparison, Consumer Discretionary has 44 ETFs, while Communication Services has 34 ETFs. In other words, tech has more leveraged ETFs than the next 3 sectors COMBINED. While not as easy to quantify as margin debt or sports betting, this aggressive speculative behavior is showing up in passive securities. It is most visible, for instance, in the fierce rotations between sector and factor ETFs. In this article, we explore how the speculative environment and aggressive trading in passive ETFs are playing out. We also examine how to identify and capitalize on sector and factor rotations, turning passive investors’ aggressive behavior into an opportunity. Passive Investment Strategy Timeline In 1952, Harry Markowitz and his Modern Portfolio Theory laid the groundwork for passive strategies. His thesis is that diversification across a broad market portfolio maximizes returns for a given level of risk. He argued for what has since been termed indexing. John Bogle is known as the “ father of indexing .” In 1976, he launched the First Index Investment Trust at Vanguard. His...
An Uber Technologies Inc. job posting suggests the rideshare company is stepping up efforts to test a subscription offering for more of its drivers around the world, following smaller upstarts that have found success with this alternative model. The company is hiring for a New York-based product manager to “define and execute product strategies that create net-new subscription packages” for its dr...
An Uber Technologies Inc. job posting suggests the rideshare company is stepping up efforts to test a subscription offering for more of its drivers around the world, following smaller upstarts that have found success with this alternative model. The company is hiring for a New York-based product manager to “define and execute product strategies that create net-new subscription packages” for its drivers and couriers, according to a listing posted this week. The candidate will also “create a cohesive strategy for global testing and expansion,” and assess how this business model should evolve “given different responses from our competitors,” according to the posting. Uber has already adopted a flat-fee structure for drivers in India. It is unclear if and to what extent it will ultimately adopt a subscription model more broadly. A company spokesperson didn’t immediately respond to a request for comment. Until now, San Francisco-based Uber has made money from the majority of rides by taking a commission from drivers for each trip. It is sharpening its focus on subscriptions at a time when emerging competitors in the US and abroad are tempting prospective drivers with a flat fee that lets them keep more of each fare. Depending on competitive dynamics in a market, subscription models that allow for flexibility in how fares are set can attract more drivers to a platform, which can potentially lead to lower prices for customers. Meanwhile, trip prices have been on the rise, and some research suggests that consumers are at risk of pulling back on car bookings if they get much more expensive. Ride prices rose 9.6% in December 2025 from a year earlier, while platform fee per trip increased 33%, according to a report by gig-work analytics firm Gridwise published Thursday. At the same time, gross driver pay per trip only rose 3.6% in the same period. About 60% of consumers said they have reduced rideshare usage due to pricing, and 55% said they would cut back further if prices in...
Broadcom (AVGO) delivered stronger-than-expected Q1 fiscal 2026 financial results, powered by artificial intelligence (AI) tailwinds. The market reacted positively to the results, with AVGO shares climbing over 4.5% in pre-market trading after the announcement. The semiconductor and infrastructure software giant reported record quarterly revenue of $19.3 billion, up 29% from the same period last y...
Broadcom (AVGO) delivered stronger-than-expected Q1 fiscal 2026 financial results, powered by artificial intelligence (AI) tailwinds. The market reacted positively to the results, with AVGO shares climbing over 4.5% in pre-market trading after the announcement. The semiconductor and infrastructure software giant reported record quarterly revenue of $19.3 billion, up 29% from the same period last year. Much of this growth came from stronger-than-anticipated demand for AI-related semiconductors, an area where Broadcom has been steadily expanding its presence as spending on AI infrastructure rises. The strong top-line performance also translated into impressive profitability. Adjusted EBITDA reached a record $13.1 billion for the quarter, while adjusted earnings per share (EPS) grew 28% year-over-year (YoY). These results highlight Broadcom’s ability to convert revenue growth into expanding margins through operating leverage. Management signaled that the company’s momentum will continue to strengthen as the year unfolds. With AI spending continuing to surge, Broadcom appears well-positioned to capture a growing share of that demand. Notably, higher revenue and earnings could power AVGO stock higher. AI to Power AVGO’s Financials in 2026 and Beyond Broadcom entered fiscal 2026 with solid momentum, largely driven by the massive investments by hyperscalers building AI infrastructure. The company’s semiconductor segment delivered $12.5 billion in revenue in the first quarter, with YoY growth accelerating to 52% from 35% in the prior quarter. The primary catalyst was AI-related semiconductor revenue, which surged 106% to $8.4 billion. Looking ahead, management expects further acceleration in the growth rate. For the second quarter, semiconductor revenue is projected to reach $14.8 billion, up 76% YoY. AI chips will account for the majority of that growth, with revenue anticipated to climb 140% to $10.7 billion. The biggest catalyst for Broadcom is its custom accelerator, or...
This article first appeared on GuruFocus. Credo Technologies (NASDAQ:CRDO) shares climbed more than 10% on Thursday, while Lumentum (NASDAQ:LITE) and Coherent (NYSE:COHR) fell 2% and 3%, respectively, following comments from Broadcom (NASDAQ:AVGO) on preferred data-center interconnect technology. Broadcom said it favors direct-attach copper for connecting large processor racks in AI data centers, ...
This article first appeared on GuruFocus. Credo Technologies (NASDAQ:CRDO) shares climbed more than 10% on Thursday, while Lumentum (NASDAQ:LITE) and Coherent (NYSE:COHR) fell 2% and 3%, respectively, following comments from Broadcom (NASDAQ:AVGO) on preferred data-center interconnect technology. Broadcom said it favors direct-attach copper for connecting large processor racks in AI data centers, citing lower latency, reduced power use, and cost advantages compared with co-packaged optics (CPOs). The company noted that copper can scale from 100G to 400G in rack-level clusters, even as optical solutions remain important for larger, scaled-out deployments. The remarks weighed on Lumentum and Coherent, which have benefited recently from optimism over co-packaged optics. Nvidia (NASDAQ:NVDA) invested $2 billion each in Lumentum and Coherent earlier this week to secure supply for its GPUs, but Broadcom's emphasis on copper appears to have tempered near-term enthusiasm for the optical technology. Credo, which manufactures active copper-based cables, is positioned to benefit from Broadcom's stance, reinforcing its role in data-center networking. Analysts note that while co-packaged optics may gain traction over time, copper remains the preferred solution for high-performance, rack-level AI clusters in the near term.
In the clear skies above Jordan on Monday night, a British F-35 pilot made a small piece of history. Flying for four hours alongside two Typhoons, the radar picked up two Shahed drones. The squadron tactics instructor – whom the Guardian is not naming – hit the drones with two Asraam missiles. In doing so he became the first pilot of the Royal Air Force’s stealth fighter jet to destroy a target in...
In the clear skies above Jordan on Monday night, a British F-35 pilot made a small piece of history. Flying for four hours alongside two Typhoons, the radar picked up two Shahed drones. The squadron tactics instructor – whom the Guardian is not naming – hit the drones with two Asraam missiles. In doing so he became the first pilot of the Royal Air Force’s stealth fighter jet to destroy a target in combat. It was, he said, very high stakes. In those scenarios, it is easy to hit a friendly target by mistake. “There’s a lot of assets from America, from Israel that are going to and from area of operations. So I’m a little bit more concerned about identifying it first before taking any shots, but we had good time to do that between me and the Typhoons that were airborne at the time, to get that done.” There was no moment of celebration then, he said. The immediate priority was to turn the aircraft to make sure no more were heading their way. “You are kind of more concerned about making sure you’ve shot the right thing. Making sure you positioned the aircraft in the right places,” he said. “It’s not a euphoric sense of success. I just get out the way and get back on to doing the job again.” The pilot was flying from RAF Akrotiri, the British base in Cyprus that was hit by a drone on Sunday night. Military officials believe it was deployed – probably by the Iranian-backed Hezbollah militia in Lebanon – towards a hangar housing US spy planes, as part of the wide regional retaliations for the US-Israeli strikes on Iran. 2:33 What are Iran's military capabilities and how long can it sustain the war? – video explainer The drone had evaded defence systems on the base, probably because of its small size and low speed, and the pilot said that also made his interception particularly difficult. “Because they’re so small and difficult to detect, we don’t know if there’s any more out there and when you have to turn your aircraft around to shoot them down, what you’re not doing is tur...