Richard Drury/DigitalVision via Getty Images By Joe Amato Japan's energy import dependence makes it one of the conflict's more exposed markets. Yet its short-term resilience is high, and the longer-term investment case remains attractive. Many of Asia's major economies rank among the most vulnerable to the energy shock from the Middle East conflict, a reality reflected in the sharp equity market s...
Richard Drury/DigitalVision via Getty Images By Joe Amato Japan's energy import dependence makes it one of the conflict's more exposed markets. Yet its short-term resilience is high, and the longer-term investment case remains attractive. Many of Asia's major economies rank among the most vulnerable to the energy shock from the Middle East conflict, a reality reflected in the sharp equity market sell-offs across the region when the war began in late February. While most indices have since recovered on fundamentals and signs of de-escalation, my recent business trip to Japan and Korea made clear that the region remains on edge. Uncertainty around the conflict's impact on energy supply has not dissipated. Japan's exposure is structural. Crude oil accounts for around 30% of the country's total energy consumption, with approximately 90% of imports sourced from the Middle East—principally Saudi Arabia and the UAE. Japan is also one of the largest LNG importers among developed economies, though its LNG supply chain is more geographically diversified, offering a partial offset to its concentrated crude oil dependency. Resilient Factors The near- and medium-term impact of the conflict on energy supply will have weighed on the Bank of Japan's deliberations at its meeting this week, where it is expected to leave interest rates unchanged, preserving optionality ahead of June as the inflationary effects of the energy shock become clearer. What has helped is that oil prices have retreated from their early April highs, supported in part by flows through the Saudi East-West pipeline, which has prevented prices from reaching more alarming levels. Our base case remains that demand destruction does not materialize until oil sustains $150 – $175 a barrel for six months or more. At the time of writing, oil was trading in the mid-$90s. Beyond the oil price, Japan's macro buffers have provided meaningful insulation. The country holds approximately 250 days of strategic oil reserves—one o...
Meta Platforms has signed an agreement with Overview Energy to secure power from the startup's space-based solar energy infrastructure for the Facebook parent's data centers by the end of the decade. Overview Energy is developing a system that can collect solar energy in space and beam it to facilities on the ground for power generation around the clock. Initial orbital demonstration of the sys...
Meta Platforms has signed an agreement with Overview Energy to secure power from the startup's space-based solar energy infrastructure for the Facebook parent's data centers by the end of the decade. Overview Energy is developing a system that can collect solar energy in space and beam it to facilities on the ground for power generation around the clock. Initial orbital demonstration of the system is expected in 2028, with commercial power delivery in 2030, the companies said.
PDF Solutions (PDFS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
PDF Solutions (PDFS) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
German officials suspect Russia is behind a cyberattack that targeted top German decision makers via the Signal messaging app, according to a government official in Berlin. Those affected by the so-called phishing campaign have been notified and the data leak from the attacks has been stopped, though authorities can’t rule out that others may have been affected, according to the official, who spok...
German officials suspect Russia is behind a cyberattack that targeted top German decision makers via the Signal messaging app, according to a government official in Berlin. Those affected by the so-called phishing campaign have been notified and the data leak from the attacks has been stopped, though authorities can’t rule out that others may have been affected, according to the official, who spoke on condition of anonymity in line with government protocol. Berlin’s assessment that the attack was orchestrated by the Kremlin was reported over the weekend by Der Spiegel . Two cabinet members, Building Minister Verena Hubertz and Family Minister Karin Prien , were affected, the magazine reported. Their spokespeople declined to comment.
Domino's Pizza press release ( DPZ ): Q1 GAAP EPS of $4.13 misses by $0.14 . Revenue of $1.15B (+3.6% Y/Y) misses by $10M . Revenues increased $38.5 million, or 3.5%, in the first quarter of 2026 as compared to the first quarter of 2025, primarily due to higher supply chain revenues and higher global franchise royalties and advertising revenues. The increase in supply chain revenues was primarily ...
Domino's Pizza press release ( DPZ ): Q1 GAAP EPS of $4.13 misses by $0.14 . Revenue of $1.15B (+3.6% Y/Y) misses by $10M . Revenues increased $38.5 million, or 3.5%, in the first quarter of 2026 as compared to the first quarter of 2025, primarily due to higher supply chain revenues and higher global franchise royalties and advertising revenues. The increase in supply chain revenues was primarily attributable to an increase in the Company's food basket pricing to stores, which increased 2.6% in the first quarter of 2026 as compared to the first quarter of 2025. Global retail sales growth (excluding foreign currency impact) of 3.4% U.S. same store sales growth of 0.9% International same store sales decline (excluding foreign currency impact) of 0.4% Global net store growth of 180, including 19 net store openings in the U.S. and 161 net store openings internationally Board of Directors approves additional $1.0 billion share repurchase program Subsequent to the end of the first quarter of 2026, on April 21, 2026, the Company's Board of Directors declared a $1.99 per share quarterly dividend on its outstanding common stock for shareholders of record as of June 15, 2026 to be paid on June 30, 2026. Shares -3.5% PM.
Who’s asking for this? | Image: Turtle Beach Turtle Beach's latest collection of PC peripherals are so focused around touchscreen displays that the company even slapped one on a gaming mouse. The $160 wireless Command Series MC7 features a 2.25-inch touch display bar on the left side of the mouse, which seems to be located in just the right position for users to worry about accidentally hitting it...
Who’s asking for this? | Image: Turtle Beach Turtle Beach's latest collection of PC peripherals are so focused around touchscreen displays that the company even slapped one on a gaming mouse. The $160 wireless Command Series MC7 features a 2.25-inch touch display bar on the left side of the mouse, which seems to be located in just the right position for users to worry about accidentally hitting it with their thumbs. The display bar is designed to function like a built-in Stream Deck , allowing users to assign customizable commands for macros, apps, and OBS controls. It also brings to mind the infamous MacBook Pro Touch Bar , which was easy to accidentally hit while typing until the feat … Read the full story at The Verge.