Vincent Kompany’s team demand more of themselves than ever before. Next up: a huge test against PSG “You’re hopelessly behind, you know there’s a big game in Paris on Tuesday. But that doesn’t matter. This game in Mainz is what counts. The coach finds the right words and the team reacts.” Bayern Munich hope that there will be games to come which define their campaign more than a straightforward wi...
Vincent Kompany’s team demand more of themselves than ever before. Next up: a huge test against PSG “You’re hopelessly behind, you know there’s a big game in Paris on Tuesday. But that doesn’t matter. This game in Mainz is what counts. The coach finds the right words and the team reacts.” Bayern Munich hope that there will be games to come which define their campaign more than a straightforward win – statistically speaking – in a Bundesliga game with the title of champions already done and dusted. Yet Max Eberl was right. In terms of finding the kernel of what has already made Bayern’s season an extraordinary one, of what might yet make it an exceptional one, this really meant something . Absorbed on paper, from a distance, it could be mistaken for more grist to the mill of uncommon numbers; keeping alive the possibility of a joint best-ever Bundesliga season in terms of points, and extending the record goalscoring season in the league campaign to a barely-believable 113 from 31 matches. Continue reading...
Qualcomm stock jumped more than 11% on Monday before paring back those gains to trade roughly flat. A tech analyst suggested that the company could soon partner with OpenAI.
Qualcomm stock jumped more than 11% on Monday before paring back those gains to trade roughly flat. A tech analyst suggested that the company could soon partner with OpenAI.
scanrail/iStock via Getty Images U.S. Energy ( USEG ) up 28.3% pre-market Monday after saying it signed a five-year helium sales agreement with an unnamed "global, investment-grade industrial gas company" for the sale of contained helium to be produced at its Big Sky Carbon Hub in Montana . U.S. Energy ( USEG ) said the agreement establishes long-term contracted cash flow to support Phase 1 commer...
scanrail/iStock via Getty Images U.S. Energy ( USEG ) up 28.3% pre-market Monday after saying it signed a five-year helium sales agreement with an unnamed "global, investment-grade industrial gas company" for the sale of contained helium to be produced at its Big Sky Carbon Hub in Montana . U.S. Energy ( USEG ) said the agreement establishes long-term contracted cash flow to support Phase 1 commercial operations, which remain targeted for Q1 2027. The deal calls for f ully contracted Phase 1 helium volumes of as much as 1.2M cf/month at fixed pricing of $285/Mcf of contained helium on an all-in plant-gate basis, the company said. " This contract establishes long-term, contracted helium revenues and meaningfully de-risks Phase 1 commercial operations at Big Sky," U.S. Energy ( USEG ) President and CEO Ryan Smith said. " It also reflects the strength we’re seeing in the helium market today, where constrained global supply and increasing demand for reliable volumes are supporting a step up in long-term pricing." More on U.S. Energy U.S. Energy: Inching Closer To Helium Production Financial information for U.S. Energy Seeking Alpha’s Quant Rating on U.S. Energy
Robert vt Hoenderdaal/iStock Editorial via Getty Images I look for companies that, despite forecasting significant growth, are disliked on the market. This means, in detail, that I have screeners looking for companies that, on a forecasted basis, are set to grow their earnings by either the market average (or sector), while the share price either has significantly declined over time or there's bee...
Robert vt Hoenderdaal/iStock Editorial via Getty Images I look for companies that, despite forecasting significant growth, are disliked on the market. This means, in detail, that I have screeners looking for companies that, on a forecasted basis, are set to grow their earnings by either the market average (or sector), while the share price either has significantly declined over time or there's been an event that has caused the share price to dip significantly over a very short time, such as a day or a week. Tomra Systems ASA ( TMRAY ) has been on the first list for some time, but it also caused a “ping” from the second list some short days ago, when the stock dipped in conjunction with 1Q. That is not the only event, though you'll see that it has an impact on the share price, to be certain. The secondary event that happened is that the company went ex-dividend. So, all things being equal, at least a 2.15 NOK drop was within the cards due to the company going ex-div. But the thing is that the company dropped far more than this, and this is what seems to be worrying investors and some analysts as well. So I thought it would be an excellent time to deliver an update on the company. Tomra is a very tricky company to value properly. This has to do with what the company is, how it has been valued in the past, and what is expected from it in the future. A company that has been excessively premiumized in the past is very difficult to properly estimate, and Tomra has previously traded at P/E multiples of 80x and above. Today it's down below 25x, and 20x and below seems to be in sight. This means that the company would be trading at multiples not seen since about 2017, or roughly 10 years. I've been analyzing the company and its valuation trends for about 2 years and a little more, and I've been both neutral and positive on the company—though my recent ratings have been mostly positive. Let's see what this current trend and the earnings report bring to the table in terms of v...
Allied Gaming & Entertainment ( AGAE ) said on Monday its major shareholder, Primo, has made non-binding commitments not to sell or transfer any of its shares in the company through 2026. "This commitment reflects the alignment of its major shareholder, Board of Directors, and management team in the company's long-term value, strategic direction, and future growth potential, and demonstrates their...
Allied Gaming & Entertainment ( AGAE ) said on Monday its major shareholder, Primo, has made non-binding commitments not to sell or transfer any of its shares in the company through 2026. "This commitment reflects the alignment of its major shareholder, Board of Directors, and management team in the company's long-term value, strategic direction, and future growth potential, and demonstrates their commitment to grow alongside the Company and all shareholders," the Nasdaq-listed company said. Shares down -3% in premarket trading. More on Allied Esports Entertainment Allied Gaming receives Nasdaq notice over delayed annual report Financial information for Allied Esports Entertainment
Here Are Monday’s Top Wall Street Analyst Research Calls: Adobe, Advanced Micro Devices, CrowdStrike, DoorDash, Fortinet, GE Vernova, Snap, StubHub, and More 24/7 Wall St.
Here Are Monday’s Top Wall Street Analyst Research Calls: Adobe, Advanced Micro Devices, CrowdStrike, DoorDash, Fortinet, GE Vernova, Snap, StubHub, and More 24/7 Wall St.
Pre-Market Stock Futures: The futures are trading flat as we get set to start a new trading week, and after last week’s string of record highs, it may be tough to duplicate the stellar performance that Wall Street put on. All of the major indices closed higher, except the Dow Jones Industrials, which finished the ... Here Are Monday’s Top Wall Street Analyst Research Calls: Adobe, Advanced Micro D...
Pre-Market Stock Futures: The futures are trading flat as we get set to start a new trading week, and after last week’s string of record highs, it may be tough to duplicate the stellar performance that Wall Street put on. All of the major indices closed higher, except the Dow Jones Industrials, which finished the ... Here Are Monday’s Top Wall Street Analyst Research Calls: Adobe, Advanced Micro Devices, CrowdStrike, DoorDash, Fortinet, GE Vernova, Snap, StubHub, and More
U.S. building materials supplier Martin Marietta Materials ( MLM ) appointed Christopher W. Samborski as executive VP and COO, effective May 1, 2026. Samborski, a nearly decade-long company veteran, most recently served as President of the West and Specialties divisions, overseeing operations and strategy for those businesses. As part of the reshuffle, Kirk Light will take over leadership of the W...
U.S. building materials supplier Martin Marietta Materials ( MLM ) appointed Christopher W. Samborski as executive VP and COO, effective May 1, 2026. Samborski, a nearly decade-long company veteran, most recently served as President of the West and Specialties divisions, overseeing operations and strategy for those businesses. As part of the reshuffle, Kirk Light will take over leadership of the West and Specialties divisions while retaining his role as President of the Southwest division. More on Martin Marietta Materials Martin Marietta: A Bet On Non-Residential Building Demand, As Operating Margins Improve Martin Marietta Materials, Inc. (MLM) Q4 2025 Earnings Call Transcript Martin Marietta Materials, Inc. 2025 Q4 - Results - Earnings Call Presentation Martin Marietta Materials declares $0.83 dividend 2 out of 7 S&P 500 materials stocks beat EPS estimates this week: Earnings Scorecard
The JPMorgan Equity Premium Income ETF (NYSEMKT: JEPI) was one of the unquestioned winners of the 2022 bear market. While the Vanguard S&P 500 ETF was losing more than 18% that year, JEPI fell only 3%. Its focus on low volatility helped it to avoid a lot of the broader market's downside risk, but the high yield, which often times was 10% or higher, was the bigger draw. Today's environment looks li...
The JPMorgan Equity Premium Income ETF (NYSEMKT: JEPI) was one of the unquestioned winners of the 2022 bear market. While the Vanguard S&P 500 ETF was losing more than 18% that year, JEPI fell only 3%. Its focus on low volatility helped it to avoid a lot of the broader market's downside risk, but the high yield, which often times was 10% or higher, was the bigger draw. Today's environment looks like a similar setup. Low volatility stocks are doing well again. Covered call income may be more stable than bond income. In short, it's time to reconsider the JPMorgan Equity Premium Income ETF again. Image source: Getty Images. Continue reading
travelif/iStock Unreleased via Getty Images Amazon ( AMZN ) is said to have reached a multiyear licensing deal with Oprah Winfrey. The former doyenne of daytime talk will produce twice-a-week video podcasts beginning this summer, create specials focused on her Favorite Things and Book Club labels, and repurpose the 25-season library from The Oprah Winfrey Show, NYT reported on Monday. The deal is ...
travelif/iStock Unreleased via Getty Images Amazon ( AMZN ) is said to have reached a multiyear licensing deal with Oprah Winfrey. The former doyenne of daytime talk will produce twice-a-week video podcasts beginning this summer, create specials focused on her Favorite Things and Book Club labels, and repurpose the 25-season library from The Oprah Winfrey Show, NYT reported on Monday. The deal is similar in scope to the $100M agreement Amazon ( AMZN ) reached in 2024 for Jason and Travis Kelce’s podcast “New Heights” and signifies the company’s growing ambitions in video podcasts, the report added. “This is the ultimate validation of where the world is going,” said Steve Boom, an Amazon vice president. “You have the most influential talk show host in history, by orders of magnitude, leaning heavily into this new world. Now we see where the world is going and we at Amazon are just happy to be along for the ride.” Winfrey, 72, in the past few years has dabbled in podcasting with “The Oprah Podcast” channel on YouTube ( GOOG ) while pursuing other endeavors including producing “The Color Purple” film for Warner Bros. ( WBD ) and sharing her weight loss journey while on GLP-1 drugs. Beginning in July, the video podcasts will also be available across Amazon’s services including Prime Video, Amazon Music, Fire TV Channels and Audible, the report said. “Hosting this podcast allows me to continue the work I feel called to do — opening the door for conversations that matter,” Ms. Winfrey said in a statement to NYT. “Expanding our reach globally is an opportunity I embrace, as we continue to connect through stories that invite new ways of seeing, and hopefully deepen, understanding.” In August, Amazon split its podcast company, Wondery, into two businesses. Sales and advertising revenue will be shared between Winfrey and the streaming giant. In addition, Amazon plans to promote Winfrey’s popular book club, which has its 30th anniversary in September. More on Amazon Amazon Q1 ...
travelif/iStock Unreleased via Getty Images Amazon ( AMZN ) is said to have reached a multiyear licensing deal with Oprah Winfrey. The former doyenne of daytime talk will produce twice-a-week video podcasts beginning this summer, create specials focused on her Favorite Things and Book Club labels, and repurpose the 25-season library from The Oprah Winfrey Show, NYT reported on Monday. The deal is ...
travelif/iStock Unreleased via Getty Images Amazon ( AMZN ) is said to have reached a multiyear licensing deal with Oprah Winfrey. The former doyenne of daytime talk will produce twice-a-week video podcasts beginning this summer, create specials focused on her Favorite Things and Book Club labels, and repurpose the 25-season library from The Oprah Winfrey Show, NYT reported on Monday. The deal is similar in scope to the $100M agreement Amazon ( AMZN ) reached in 2024 for Jason and Travis Kelce’s podcast “New Heights” and signifies the company’s growing ambitions in video podcasts, the report added. “This is the ultimate validation of where the world is going,” said Steve Boom, an Amazon vice president. “You have the most influential talk show host in history, by orders of magnitude, leaning heavily into this new world. Now we see where the world is going and we at Amazon are just happy to be along for the ride.” Winfrey, 72, in the past few years has dabbled in podcasting with “The Oprah Podcast” channel on YouTube ( GOOG ) while pursuing other endeavors including producing “The Color Purple” film for Warner Bros. ( WBD ) and sharing her weight loss journey while on GLP-1 drugs. Beginning in July, the video podcasts will also be available across Amazon’s services including Prime Video, Amazon Music, Fire TV Channels and Audible, the report said. “Hosting this podcast allows me to continue the work I feel called to do — opening the door for conversations that matter,” Ms. Winfrey said in a statement to NYT. “Expanding our reach globally is an opportunity I embrace, as we continue to connect through stories that invite new ways of seeing, and hopefully deepen, understanding.” In August, Amazon split its podcast company, Wondery, into two businesses. Sales and advertising revenue will be shared between Winfrey and the streaming giant. In addition, Amazon plans to promote Winfrey’s popular book club, which has its 30th anniversary in September. More on Amazon Amazon Q1 ...
Military intelligence chief reportedly also killed in sweeping attacks by jihadists and separatist rebels Mali has been left reeling from sweeping attacks by jihadists and separatist rebels who seized several towns and military bases and killed the defence minister and military intelligence chief. The weekend assault on the west African state’s security architecture was coordinated by al-Qaida-aff...
Military intelligence chief reportedly also killed in sweeping attacks by jihadists and separatist rebels Mali has been left reeling from sweeping attacks by jihadists and separatist rebels who seized several towns and military bases and killed the defence minister and military intelligence chief. The weekend assault on the west African state’s security architecture was coordinated by al-Qaida-affiliated Jama’at Nusrat al-Islam wal-Muslimin (JNIM) and the separatist Tuareg-led movement Azawad Liberation Front (FLA) - former foes with distinct agendas. Continue reading...