Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Wedgewood Composite returned -6.3% (net) in the first quarter compared to the S&P 500’s -4.3%, the Russell 1000 Growth Index’s -9.8%, and the Russell 1000 Value Index’s 2.1% returns. The letter mentioned the ongoing […]
Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Wedgewood Composite returned -6.3% (net) in the first quarter compared to the S&P 500’s -4.3%, the Russell 1000 Growth Index’s -9.8%, and the Russell 1000 Value Index’s 2.1% returns. The letter mentioned the ongoing […]
英伟达正通过一笔巨额写字楼租赁交易在印度扎根，凸显其在全球AI发展领域的大力推进。这家芯片巨头的印度子公司已签署协议，在班加罗尔Mahadevpura地区租下约76万平方英尺的办公空间，租期10年，交易价值超过1.3亿美元。该租约于2026年4月1日生效，涵盖Bagmane Capital旗下Memphis South Tower的12个楼层。英伟达还支付了超过360万美元的押金。 该协议是班加罗...
英伟达正通过一笔巨额写字楼租赁交易在印度扎根，凸显其在全球AI发展领域的大力推进。这家芯片巨头的印度子公司已签署协议，在班加罗尔Mahadevpura地区租下约76万平方英尺的办公空间，租期10年，交易价值超过1.3亿美元。该租约于2026年4月1日生效，涵盖Bagmane Capital旗下Memphis South Tower的12个楼层。英伟达还支付了超过360万美元的押金。 该协议是班加罗尔最大的写字楼租赁交易之一，标志着英伟达在印度扩张版图的重要一步。此次新增空间使英伟达在印度的现有办公面积增加了两倍多。新的设施将用于支持工程、研发及AI相关业务，以满足全球对人工智能基础设施日益增长的需求。 印度已成为全球科技人才的重要聚集地。英伟达的这一举措凸显了其在AI发展中的高增长领域扩大业务布局的战略意图。随着全球对先进处理器及AI系统的需求持续飙升，英伟达此前已宣布计划通过此项布局将其在印度的员工人数增加至原有水平的两倍，这一租赁动作正是配合其扩充员工规模与运营能力的关键步骤。 责任编辑：张俊 SF065
The European Union executive’s arm will meet with companies from the technology and semiconductor sector this week amid concerns from business that the bloc’s competitiveness drive is falling short. European Commission President Ursula von der Leyen is due to meet late on Wednesday with companies including ASML Holding NV , a leading supplier of lithography systems to the semiconductor industry, S...
The European Union executive’s arm will meet with companies from the technology and semiconductor sector this week amid concerns from business that the bloc’s competitiveness drive is falling short. European Commission President Ursula von der Leyen is due to meet late on Wednesday with companies including ASML Holding NV , a leading supplier of lithography systems to the semiconductor industry, Siemens AG , Nokia and Ericsson , people familiar with the matter said. It comes as the bloc seeks to boost its competitiveness amid increasing pressure from US and Chinese rivals. The European Commission chief spokesperson Paula Pinho confirmed the meeting. The Chief Executive Officer of Netherlands-based ASML, Christophe Fouquet , noted last week that Europe accounted for a tiny percentage of the company’s net system sales last year. The region represented just 1% of ASML’s system sales, despite the firm being Europe’s most valuable company. “We see that as a challenge,” Fouquet said at the company’s annual meeting. “We therefore decided to team up with a group of companies in Europe such as Airbus SE , Siemens AG , Nokia , Ericsson , and SAP SE ,” he said. “We are teaming up basically to bring together some ideas, some concrete requests to Europe and to the different governments in Europe in order to work together on the ecosystem.” Speaking at a meeting of her own Christian Democrat party in Berlin on Monday, von der Leyen, insisted that “competitiveness is the European Commission’s main concern,” pledging to give companies “a faster and more targeted environment” to allow them to grow. It follows criticism from German business about the slow pace of the EU’s simplification push. Still, the EU is insisting it’s listening to the concerns of business. It has proposed a competitiveness fund of more than €400 billion to boost industrial resilience, technological leadership and innovation as part of its next long-term budget which starts in 2028. In addition, the EU executive...
RiverNorthPhotography/iStock Unreleased via Getty Images Verizon’s ( VZ ) new CEO, Dan Schulman, had his work cut out for him when he took the reigns of VZ in late 2025. Coming into the role, the mobile carrier was losing core customer wireless customers, and it was falling further behind T-Mobile ( TMUS ) following its merger with Sprint. Seeking Alpha - YTD Share Price Performance Of VZ Compared...
RiverNorthPhotography/iStock Unreleased via Getty Images Verizon’s ( VZ ) new CEO, Dan Schulman, had his work cut out for him when he took the reigns of VZ in late 2025. Coming into the role, the mobile carrier was losing core customer wireless customers, and it was falling further behind T-Mobile ( TMUS ) following its merger with Sprint. Seeking Alpha - YTD Share Price Performance Of VZ Compared To Peers Sure enough, in the first full quarter under Schulman’s leadership , VZ outperformed expectations. The company added net postpaid phone connections for the first time since 2023, and it also raised its full-year profit guidance. Improving VZ’s customer growth and reigning in costs were two big intentions of Schulman stepping into the CEO role. It’s perhaps fortunate timing that this fell into place for him in Q1. Granted, one can’t exactly say VZ’s Q1 story was solely attributable to Schulman’s leadership. After all, it was his first quarter in the pilot’s seat. VZ’s quarterly results, nonetheless, were promising, and I believe the prospects of a continued turnaround could be a key catalyst for VZ moving forward. I am bullish on shares of VZ, and I believe long-term investors could be rewarded with both attractive share price upside, as well as steady recurring dividend income. VZ Stock Key Metrics Based on its most recent quarter , VZ is growing total revenues at about 3% YOY. And within this topline is mobility and broadband service revenue, which grew 1.6% in Q1. It’s worth noting that the 1.6% growth was despite an 80-basis-point hit from customer credits tied to the January network outage. Verizon Q1 Earnings Presentation - Summary Of Operating Metrics From a total customers standpoint, VZ ended Q1 with 146.8M total wireless retail connections. In addition, during Q1, VZ also closed on its +$9.6B acquisition of Frontier Communications. I expect this to further support the base of connections in the periods ahead. I also believe the closure of the deal expands...
Soybeans are showing modest weakness on Tuesday morning, with contracts fractionally to a couple cents lower. Futures were up 10 to 13 1/2 cents across the 2026 contracts on Monday, with deferreds up 5 to 9 ½ cents. Open interest was down 12,340 contracts on Monday, with 36,462 contracts exiting...
Soybeans are showing modest weakness on Tuesday morning, with contracts fractionally to a couple cents lower. Futures were up 10 to 13 1/2 cents across the 2026 contracts on Monday, with deferreds up 5 to 9 ½ cents. Open interest was down 12,340 contracts on Monday, with 36,462 contracts exiting...
Corn price action is up 2 ¼ to 3 ¼ cents in the front months early on Tuesday. Futures posted Monday gains of 1 ¼ to 5 ¾ cents across the board on Monday. Open interest was down 18,747 contracts on Monday, mainly via May (-54,461 contracts), with most rolling...
Corn price action is up 2 ¼ to 3 ¼ cents in the front months early on Tuesday. Futures posted Monday gains of 1 ¼ to 5 ¾ cents across the board on Monday. Open interest was down 18,747 contracts on Monday, mainly via May (-54,461 contracts), with most rolling...
The Conference Board’s gauge of US consumer confidence increased to 92.8, from 92.2 in March, data out Tuesday showed. The median estimate in a Bloomberg survey of economists called for a reading of 89. Mike McKee reports on "Bloomberg Open Interest." (Source: Bloomberg)
The Conference Board’s gauge of US consumer confidence increased to 92.8, from 92.2 in March, data out Tuesday showed. The median estimate in a Bloomberg survey of economists called for a reading of 89. Mike McKee reports on "Bloomberg Open Interest." (Source: Bloomberg)