Broadcom Inc. (NASDAQ:AVGO) is one of the 15 Best Stocks to Buy According to Billionaire Ray Dalio. Broadcom Inc. (NASDAQ:AVGO) became of interest to Bridgewater Associates just before the AI boom swept markets. The fund first bought a stake in the company at the end of 2021. This position comprised just 16,000 shares. Over the […]
Broadcom Inc. (NASDAQ:AVGO) is one of the 15 Best Stocks to Buy According to Billionaire Ray Dalio. Broadcom Inc. (NASDAQ:AVGO) became of interest to Bridgewater Associates just before the AI boom swept markets. The fund first bought a stake in the company at the end of 2021. This position comprised just 16,000 shares. Over the […]
HJBC/iStock Editorial via Getty Images Investment summary My previous investment thought on PVH Corp. ( PVH ) was a hold rating because I was concerned about the near-term earnings pressure given the tariff situation, lack of revenue growth, and geopolitical risk in China. In this update, I still think a neutral stance makes sense. The positive is that PVH’s turnaround work looks more credible now...
HJBC/iStock Editorial via Getty Images Investment summary My previous investment thought on PVH Corp. ( PVH ) was a hold rating because I was concerned about the near-term earnings pressure given the tariff situation, lack of revenue growth, and geopolitical risk in China. In this update, I still think a neutral stance makes sense. The positive is that PVH’s turnaround work looks more credible now, with better brand execution and stronger product campaigns. The issue is that underlying growth is still not strong enough, and tariff headwinds remain visible. 4Q25 results update PVH reported Q4 2025 revenue of $2.5 billion, which was a 6% y/y growth on a reported basis but flat in constant currency [CC]. By region, EMEA revenue grew 8% on a reported basis but fell 3% CC; Americas revenue grew 4%; and APAC revenue was flat on a reported basis and down 2% CC. One thing to note is that the APAC result included a ~4% decline from the Lunar New Year timing shift as the holiday fell in Q4 2024 but not in Q4 2025. In terms of brand performance, Tommy Hilfiger revenue grew 7% reported and 1% CC; Calvin Klein revenue grew 3% reported but fell 1% CC. By channel, direct-to-consumer [DTC] revenue grew 1% reported and fell 3% CC, while owned and operated digital commerce revenue grew 5% reported and was flat CC. Wholesale revenue did better with 11% reported growth and 4% CC. However, growth did not translate into bottom line growth directly. Adj. EPS was only up slightly from $3.27 to $3.82. The main reason was the gross margin decline due to higher tariffs on goods entering the US, the transition of previously licensed women’s categories, and a more promotional environment. The turnaround progress Previously, my positive view was that PVH's brand-building actions were starting to work and that the Calvin Klein operating issues were getting resolved. Those notions continue to advance in the right direction as management is now talking about on-time deliveries, margins back on plan...
NIO Inc. (NYSE:NIO) has reached a genuine inflection point. After years of mounting losses and a stock that shed more than 85% of its value over five years, the company posted its first-ever quarterly GAAP net profit in Q4 2025. The question is whether that milestone signals a durable recovery or a temporary reprieve in ... Nio Price Prediction: Where Will The Auto Stock Be In 2030?
NIO Inc. (NYSE:NIO) has reached a genuine inflection point. After years of mounting losses and a stock that shed more than 85% of its value over five years, the company posted its first-ever quarterly GAAP net profit in Q4 2025. The question is whether that milestone signals a durable recovery or a temporary reprieve in ... Nio Price Prediction: Where Will The Auto Stock Be In 2030?
The cracks were beginning to appear well before December 2024, when Brazil’s central bank realized Banco Master ’s rapidly deteriorating finances would require intense daily oversight. A report released last week details for the first time exactly how liquidity troubles eventually led to the failure of the Brazilian lender, now at the center of the nation’s biggest-ever case of bank fraud. The fir...
The cracks were beginning to appear well before December 2024, when Brazil’s central bank realized Banco Master ’s rapidly deteriorating finances would require intense daily oversight. A report released last week details for the first time exactly how liquidity troubles eventually led to the failure of the Brazilian lender, now at the center of the nation’s biggest-ever case of bank fraud. The firm controlled by Daniel Vorcaro was using a number of maneuvers to mislead both investors and regulators and hide major faults with its balance sheet, according to the report by the nation’s Audit Court, which also looked into whether the central bank had acted appropriately in its oversight of the firm. For such a small bank, the bill is staggering: Brazil’s banking system will have to muster 52 billion reais ($9.9 billion) to reimburse investors who bought Master debt. And the fallout continues. People familiar with the matter said last week that Mastercard Inc. has been saddled with a multimillion-dollar bill because it was the payments network for cards issued by Banco Master’s fintech, Will Bank. One of the early signs of distress appeared a year before Banco Master’s November collapse. That’s when a fundraising effort pulled in just 2 billion reais, far short of the 15 billion reais it expected. The bank’s assets — mostly credit to cash-strapped companies or court-ordered debts — were generating little cash, less than enough to pay back its bond investors, the Audit Court’s documents show. To hide those problems, Banco Master used investment funds and portfolio sales to get rid of bad assets and make its finances appear sound, the Audit Court said. While those and other similar kinds of arrangements had prompted the central bank as early as 2021 to demand adjustments, holes in the firm’s finances grew. A lethal blow came in October 2023, when a change was instituted in how banks were allowed to classify court-ordered debt they were holding on their balance sheets. The ...
New Bill Opens Door For Killer AI Weapons Authored by Jon Fleetwood, A newly introduced U.S. Senate bill would allow the military to deploy autonomous lethal artificial intelligence systems by granting the Secretary of Defense the authority to override its own restrictions. Senate Bill S.4113—the “ AI Guardrails Act of 2026 ,” introduced March 17, 2026 by U.S. Senator Elissa Slotkin (D-MI)—is bein...
New Bill Opens Door For Killer AI Weapons Authored by Jon Fleetwood, A newly introduced U.S. Senate bill would allow the military to deploy autonomous lethal artificial intelligence systems by granting the Secretary of Defense the authority to override its own restrictions. Senate Bill S.4113—the “ AI Guardrails Act of 2026 ,” introduced March 17, 2026 by U.S. Senator Elissa Slotkin (D-MI)—is being presented as a framework to limit how the Department of Defense uses AI. But the actual text includes a built-in waiver mechanism that enables those same systems to be approved and used under national security justifications. This means a Pentagon-approved AI system could independently identify and engage targets, making life-and-death decisions without real-time human input. There is no language in that waiver clause limiting where the system can be used, whether targets are foreign or domestic. The bill has been read twice in the Senate and referred to the Senate Armed Services Committee, where it now awaits further consideration. The waiver raises questions about how often “extraordinary circumstances” will be invoked, who ultimately decides when autonomous lethal force is justified, and what meaningful limits—if any—remain once that authority is exercised. Waiver Authority Built Into the Core Restriction The bill prohibits the use of AI for: Launching or detonating nuclear weapons Domestic monitoring or targeting without legal basis Using lethal force through autonomous weapon systems without human oversight Immediately following that restriction, the bill states: The Secretary of Defense “may waive the prohibitions… for up to one year” and renew that waiver if “extraordinary circumstances affecting the national security of the United States require the waiver” How It Works The decision to authorize autonomous lethal systems is placed with the Secretary of Defense. Waivers last up to one year Waivers can be renewed Congress is notified after issuance Notifications may...
CGI ( GIB ) said that it has entered a multi-year strategic collaboration agreement with Amazon Web Services to accelerate AI adoption and streamline digital transformation across the U.S. public sector. As a part of the deal, CGI ( GIB ) will deliver scalable, mission-critical cloud and AI solutions targeting government, education, healthcare and nonprofit organizations, addressing complex operat...
CGI ( GIB ) said that it has entered a multi-year strategic collaboration agreement with Amazon Web Services to accelerate AI adoption and streamline digital transformation across the U.S. public sector. As a part of the deal, CGI ( GIB ) will deliver scalable, mission-critical cloud and AI solutions targeting government, education, healthcare and nonprofit organizations, addressing complex operational challenges. The pact builds on CGI’s ( GIB ) existing AWS Premier Tier Services Partner status and its network of more than 150 technology alliances, reinforcing its role as a high‑end system‑integrator for AI‑integrated cloud solutions. "Government agencies need AI that works at mission speed," said David Levy , Vice President, Worldwide Public Sector, AWS. "This collaboration puts advanced cloud and AI capabilities directly into the hands of agencies tackling their toughest challenges, from stopping fraud to securing critical systems to delivering better citizen services." More on CGI CGI Inc. (GIB.A:CA) Q1 2026 Earnings Call Transcript CGI Inc. (GIB.A:CA) Shareholder/Analyst Call Transcript CGI Inc. 2026 Q1 - Results - Earnings Call Presentation CGI and Caisse Alliance sign 10-year deal to upgrade digital banking CGI Q1 2026 Earnings Preview
In March 2026, Parnassus Investments disclosed that it had exited its position in CoStar Group, citing concerns about Homes.com investment risks, heightened competition from Google in home listings, and a weak housing market, while Goldman Sachs later highlighted moderating Homes.com traffic but relatively resilient Apartments.com performance. At the same time, CoStar Group emphasized greater prod...
In March 2026, Parnassus Investments disclosed that it had exited its position in CoStar Group, citing concerns about Homes.com investment risks, heightened competition from Google in home listings, and a weak housing market, while Goldman Sachs later highlighted moderating Homes.com traffic but relatively resilient Apartments.com performance. At the same time, CoStar Group emphasized greater product-level transparency and confirmed ongoing Homes.com disclosures, ahead of its planned April...
Unicorn theatre, London The Unicorn and RSC’s accessible adaptation is at its best in comic set pieces – even if the pared-down plot still feels cluttered How to make Shakespeare accessible to a young audience? Cut out the tricky bits or throw them headfirst into the original? Co-directors Rachel Bagshaw and Robin Belfield have gone for a bit of both. This is a tightly trimmed version of the Bard’...
Unicorn theatre, London The Unicorn and RSC’s accessible adaptation is at its best in comic set pieces – even if the pared-down plot still feels cluttered How to make Shakespeare accessible to a young audience? Cut out the tricky bits or throw them headfirst into the original? Co-directors Rachel Bagshaw and Robin Belfield have gone for a bit of both. This is a tightly trimmed version of the Bard’s romantic comedy with the original language intact. Playful captions have been fully integrated into the design and slapstick comedy woven throughout. It’s fun in fits and starts, although, like so many of the characters in this woozily magical play, it feels caught between two worlds. This is the Unicorn’s first major co-production with the RSC and it feels like the start of a brilliant venture, still finding its feet. Belfield’s editing is smart but could have been more radical. The framing story in Athens – lots of complicated business with dukes and betrothals – has been cut down but not excised, which only makes it harder to understand. Continue reading...