GE Vernova's (NYSE: GEV) great run continues, with the stock rising another 14.6% this week after the company reported stellar first-quarter earnings. The company's power and electrification solutions make it a leading player in the build out of AI infrastructure, and the latest earnings report confirms it has many years of growth ahead, CEO Scott Strazik wasted no time on the earnings in declarin...
GE Vernova's (NYSE: GEV) great run continues, with the stock rising another 14.6% this week after the company reported stellar first-quarter earnings. The company's power and electrification solutions make it a leading player in the build out of AI infrastructure, and the latest earnings report confirms it has many years of growth ahead, CEO Scott Strazik wasted no time on the earnings in declaring the good news of the quarter " In the last 90 days, we've added $13 billion to our total backlog and now expect to reach $200 billion in backlog in '27 versus our previous expectation of '28." It gets better. It's one thing to grow the equipment backlog, but it's another to sign so-called slot reservation agreements (SRAs) under which customers pay upfront to secure slots for equipment in the future. This is an indication of how desperate hyperscalers are to secure power for their AI data centers. Continue reading
EU Ministers Fail To Suspend EU-Israeli Cooperation Agreement; Germany Calls 'Inappropriate' Via Remix News , A move to end the EU-Israel Association Agreement has been struck down, led by objections from Germany, Austria, and Italy. The accord, in existence since 2000, has served as the framework for EU-Israeli relations pertaining to both trade and foreign policy, with a key pillar being Israel’...
EU Ministers Fail To Suspend EU-Israeli Cooperation Agreement; Germany Calls 'Inappropriate' Via Remix News , A move to end the EU-Israel Association Agreement has been struck down, led by objections from Germany, Austria, and Italy. The accord, in existence since 2000, has served as the framework for EU-Israeli relations pertaining to both trade and foreign policy, with a key pillar being Israel’s access to the markets of EU member states. 13 October 2025, Berlin: The flags of Israel, the EU and Germany fly in front of the Berlin House of Representatives. Following the release of the hostages held in Gaza, the House of Representatives also raised the flag of Israel as a sign of solidarity with the state of Israel and its people. Photo: Jens Kalaene/dpa (Photo by Jens Kalaene/picture alliance via Getty Images) Last week, Spain, Ireland and Slovenia wrote a letter to the EU High Representative for Foreign Affairs Kaja Kallas, citing Israel’s decisions by Prime Minister Benjamin Netanyahu, as well as laws passed by its parliament and actions taken by its military. It cited, most recently, the death penalty approved by the Israeli parliament as evidence of “systematic persecution, oppression, violence and discrimination exerted against the Palestinian population.” “In such a grave situation, we call on the European Union to uphold its moral and political responsibility , and to defend the very core values that have underpinned the European project since its foundation,” they wrote. Going even further, the letter highlighted that Israel has essentially broken its agreement with the European Union. “Not only a grave violation of fundamental human rights, but also a step backwards in Israel’s commitment to democratic principles, as underlined by your March 31 statement, and therefore a violation of Article 2 of the EU-Israel Association Agreement.” Spain has cited Article 2 for more than two years to take action against Israel and attempt to invalidate the agreement. “Bol...
TriggerPhoto/iStock Unreleased via Getty Images I wanted to go over Trump Media & Technology Group ( DJT ) since it released its FY 25 numbers recently and see if anything changed for the positive. In short, core operations are stagnating, the company is losing even more cash to keep it running, and it will likely soon lose its identity. 2025 Performance Starting from the top, the net sales number...
TriggerPhoto/iStock Unreleased via Getty Images I wanted to go over Trump Media & Technology Group ( DJT ) since it released its FY 25 numbers recently and see if anything changed for the positive. In short, core operations are stagnating, the company is losing even more cash to keep it running, and it will likely soon lose its identity. 2025 Performance Starting from the top, the net sales number has not moved a whole lot compared to last year, coming in at 1.7% higher than FY24 at $3.68m. So, no growth. Unfortunately, the company keeps avoiding the use of key performance metrics like ARPU, MAU, and DAU, but what we can gather from this lack of growth is that none of these have changed. It seems that Truth Social is monetizing the same people as it had in the past, and they are not doing a particularly good job. Also, the management doesn't do any conference calls, so we don't get any information on where the company is heading. All the shareholders get is a small statement at the end of the year about what the company has and vague growth strategies in the form of a few PDF pages, such as this one. Seeking Alpha Let's move on to the company's profitability, or the lack of it. So, the company made over $3m in sales, but its cost of sales went from around $600k last year to over $1.6m, so its gross margins went from 82%, which was very good, down to 54%. Not good. But that's not the worst part. DJT keeps spending over $40m in R&D and over $119m in G&A expenses, so that is already bringing the company further in the red than before. What's even worse is that DJT also realized $403m in losses on its digital losses, which is its Cronos and Bitcoin, bringing its net loss for the year to over $712m after interest expenses and additional investment losses of $200m or so. DJT 10K So, losing $700m on paper is a lot; let's see how the company is going to support this going forward. Cash and equivalents came in at around $134m, ST investments at around $305m, and the company ...
Arm Holdings (ARM) is drawing fresh attention after unveiling its first proprietary Arm AGI CPU for data center and AI workloads, following a sector wide chip rally after Intel’s strong quarterly results and upbeat CPU demand signals. See our latest analysis for Arm Holdings. That broader enthusiasm around AI chips has fed directly into Arm’s move, with a 1-day share price return of 14.76% and a 7...
Arm Holdings (ARM) is drawing fresh attention after unveiling its first proprietary Arm AGI CPU for data center and AI workloads, following a sector wide chip rally after Intel’s strong quarterly results and upbeat CPU demand signals. See our latest analysis for Arm Holdings. That broader enthusiasm around AI chips has fed directly into Arm’s move, with a 1-day share price return of 14.76% and a 7-day share price return of 40.83%. This has contributed to a 90-day share price return of 102.30%...
RobsonPL/iStock Editorial via Getty Images I have been a long-standing Procter & Gamble ( PG ) bull, but today I believe it is time to downgrade from buy to hold. I started covering the firm back in 2022, and I maintained a bullish rating ever since, due to the firm's relatively defensive nature, as well as its strong track record of dividend payments. I have to realize, however, that the macroeco...
RobsonPL/iStock Editorial via Getty Images I have been a long-standing Procter & Gamble ( PG ) bull, but today I believe it is time to downgrade from buy to hold. I started covering the firm back in 2022, and I maintained a bullish rating ever since, due to the firm's relatively defensive nature, as well as its strong track record of dividend payments. I have to realize, however, that the macroeconomic headwinds are currently even stronger than before, and the macro environment is highly uncertain - but the valuation does not seem to be reflective of these difficulties ahead. My goal today is to give a balanced view of the firm based on the most recent quarterly results , and highlight the key reasons, why I believe a hold rating is more justifiable. 1. High demand for PG's products globally I would like to start my writing on a positive note and emphasize that PG's business is still very robust. Despite the poor consumer confidence levels, PG managed to achieve broad-based growth, with organic sales up as much as 3%, driven by both volume and pricing. This growth was also well-diversified geographically, with each region and each product category growing. There are two things I find important here: 1. The growth is organic with volume up, meaning that the demand for the products is strong. 2. The growth is broad-based, meaning that there is no single region or product category that the firm is heavily relying on - which is a plus, in my view. Q3 highlights (P&G) Let us break down the results by segment, and let me highlight a couple of key points I believe are important to pay attention to. For the beauty segment, while organic sales and volumes both grew, increased commodity prices already created headwinds. I do not believe that these headwinds are going to ease in the coming months. Also, skin care and hair care shares declined, a potential result of the poor sentiment levels, which I also do not believe will improve in the near term. Beauty (P&G) For the groomi...
Galeanu Mihai/iStock via Getty Images Introduction We have had an incredible chain of events and a roller-coaster ride in the last couple of months. Obviously, we are talking about the Iran war and its impact on energy prices and the stock market. However, what has taken most people by surprise is the speed at which the markets roared back and surpassed even previous highs. As we write this, the S...
Galeanu Mihai/iStock via Getty Images Introduction We have had an incredible chain of events and a roller-coaster ride in the last couple of months. Obviously, we are talking about the Iran war and its impact on energy prices and the stock market. However, what has taken most people by surprise is the speed at which the markets roared back and surpassed even previous highs. As we write this, the S&P 500 is trading comfortably above the SPX 7000 level and some more. However, now the question is whether this is sustainable. The ceasefire is in question as we write this, and a peace deal with Iran is far from certain. Will the bull markets continue on the strength of the most recent earnings, or will the mini rally stall? In fact, some of the aspects of the economy are more complicated now. For example, will energy prices stay elevated for the next 3-6 months, or will they quickly fall back to pre-war levels? Also, due to the high energy prices, the Fed may be in a bind and may not be in a position to cut the interest rates for the rest of 2026. That does not hold good for the housing market as well as the job market. All that said, we believe it is always recommended to invest with an investment strategy that you have a strong conviction in. Moreover, we believe in staying invested for the most part, as staying in cash for an extended period of time does not pay in the long run. Cash loses its value every day of the year due to inflation. In this article, we will discuss five different strategies with different goals that suit a wide audience. In the end, we will also include our Near-Perfect Strategy (first introduced in 2020) to demonstrate how this can help us overcome emotional issues with investing. Whether you are 30 years old or well into your 70s, you can find one of the five strategies presented below that would meet your specific goals and personal situation. Choose Your Strategy Carefully We urge readers to know their personal tolerance of risk, or in other...
Hong Kong police have arrested two men in connection with a series of thefts targeting homeless people in Yau Tsim Mong district that involved about HK$142,000 (US$18,100) worth of stolen property. Inspector Frankie Chiu of the district said on Saturday that police had begun to notice a rise in such thefts from early April and had launched an investigation. “Through in-depth investigation, intelli...
Hong Kong police have arrested two men in connection with a series of thefts targeting homeless people in Yau Tsim Mong district that involved about HK$142,000 (US$18,100) worth of stolen property. Inspector Frankie Chiu of the district said on Saturday that police had begun to notice a rise in such thefts from early April and had launched an investigation. “Through in-depth investigation, intelligence analysis and extensive review of CCTV, including cameras under the ‘SmartView’ scheme, we...
PG&E (NYSE:PCG) received approval in California for the first AC vehicle to grid integration using Tesla Cybertrucks. The partnership allows Cybertruck owners to send power back to the grid through bidirectional charging. The program is designed to support grid resilience during outages or periods of high demand. PG&E operates as a major electric and gas utility in California. This new collaborati...
PG&E (NYSE:PCG) received approval in California for the first AC vehicle to grid integration using Tesla Cybertrucks. The partnership allows Cybertruck owners to send power back to the grid through bidirectional charging. The program is designed to support grid resilience during outages or periods of high demand. PG&E operates as a major electric and gas utility in California. This new collaboration with Tesla fits directly into the push for greater use of distributed energy resources...
Anthropic says its newest AI system can detect serious cybersecurity risks, but the new technology is so powerful that the company is holding back public release. The nearly autonomous system can detect banking software vulnerabilities and spawn sub-agents that operate without human oversight at unprecedented speed. Treasury Secretary Scott Bessent and Fed Chair Jay Powell took the unusual step of...
Anthropic says its newest AI system can detect serious cybersecurity risks, but the new technology is so powerful that the company is holding back public release. The nearly autonomous system can detect banking software vulnerabilities and spawn sub-agents that operate without human oversight at unprecedented speed. Treasury Secretary Scott Bessent and Fed Chair Jay Powell took the unusual step of calling in major bank leaders to discuss the risks raised by the new model. Experts weigh in on whether regulation and open-source tools can keep the financial system safe. (Source: Bloomberg)
On Thursday, Intel Corporation climbed nearly 19.95% in after-hours trading to $80.10 after closing at $66.78, up 2.31% in the regular session, following stronger-than-expected first-quarter results. Intel Earnings Crush Estimates, Stock Jumps The chipmaker reported earnings of 29 cents per share, far exceeding the consensus estimate of 1 cent. Revenue came in at $13.58 billion, topping expectatio...
On Thursday, Intel Corporation climbed nearly 19.95% in after-hours trading to $80.10 after closing at $66.78, up 2.31% in the regular session, following stronger-than-expected first-quarter results. Intel Earnings Crush Estimates, Stock Jumps The chipmaker reported earnings of 29 cents per share, far exceeding the consensus estimate of 1 cent. Revenue came in at $13.58 billion, topping expectations of $12.42 billion and rising from $12.67 billion a year earlier. Jim Cramer: ‘Paranoid Intel Is B
Sundry Photography/iStock Editorial via Getty Images GF Securities (Hong Kong) raised the price target on Texas Instruments' ( TXN ) stock to $270 from $220 while maintaining its Buy rating after first quarter results beat estimates. Analysts led by Alicia Xia said that Industrial recovery strengthened, while Automotive stabilized. "At the end-market level, the recovery continues to broaden, with ...
Sundry Photography/iStock Editorial via Getty Images GF Securities (Hong Kong) raised the price target on Texas Instruments' ( TXN ) stock to $270 from $220 while maintaining its Buy rating after first quarter results beat estimates. Analysts led by Alicia Xia said that Industrial recovery strengthened, while Automotive stabilized. "At the end-market level, the recovery continues to broaden, with strength extending across a wider set of end markets. Industrial grew more than 30% YoY and over 20% QoQ, with the mgmt. highlighting that demand strength has broadened beyond a few resilient verticals to include the long tail of customers," said Xia and her team. The analysts added that Automotive was up mid-single digits year-over-year and roughly flat quarter-over-quarter, with China weaker while other regions improved, indicating a more uneven recovery profile. Communications Equipment rebounded strongly, while Personal Electronics remained relatively stable, the analysts noted. "Overall, industrial appears to be entering a more sustained recovery phase, while automotiveis stabilizing at elevated levels rather than accelerating," the analysts added. In addition, Xia and her team said that Data Center remained the primary structural growth driver. Data center revenue grew about 90% year-over-year and over 25% quarter-over-quarter in the first quarter of 2026, marking continued momentum driven by AI-related power demand, the analysts noted. The analysts said that the management expects Industrial and Data Center to lead growth again in the second quarter, although they remain cautious on the second half given prior false starts in the broader cycle. Inventory and cash flow trends improved, with inventory levels declining quarter-over-quarter and capex guidance remaining below recent peaks, supporting a recovery in free cash flow, according to the analysts. "Management also emphasized that pricing was stable both QoQ and YoY, which is notable given that 1Q26 pricing is usu...
As Maria Balshaw steps down after nine years, her successor at the gallery needs to forge a fresh financial and cultural path Roland Rudd, the chair of Tate, is in a bullish mood when we meet at his offices in the Adelphi Building, which sits on the Thames between the art institution’s two London sites. “Things have never been better,” he says. It’s a rebuff to any suggestion that the organisation...
As Maria Balshaw steps down after nine years, her successor at the gallery needs to forge a fresh financial and cultural path Roland Rudd, the chair of Tate, is in a bullish mood when we meet at his offices in the Adelphi Building, which sits on the Thames between the art institution’s two London sites. “Things have never been better,” he says. It’s a rebuff to any suggestion that the organisation is in flux – and, as if he were expecting the question to arise, Rudd produces a piece of paper from his suit pocket with notes to prove his point. The recent wins, he says, are so numerous that he has written them down so as not to forget any. Continue reading...
As AI erases the bottom rungs of the corporate ladder, some gen Z workers skip the entry level to become their own CEOs When Ashley Terrell graduated from the University of Hawaii in 2024, she planned to find a job in marketing, maybe for a tech company. She had a bachelor’s degree in business administration and a college résumé that included a student marketing job for Red Bull. But after months ...
As AI erases the bottom rungs of the corporate ladder, some gen Z workers skip the entry level to become their own CEOs When Ashley Terrell graduated from the University of Hawaii in 2024, she planned to find a job in marketing, maybe for a tech company. She had a bachelor’s degree in business administration and a college résumé that included a student marketing job for Red Bull. But after months of applying, her only offer was to work in the power tools section at Home Depot. “It was quite a shock,” she told the Guardian. “I searched for jobs every single day in that Home Depot bathroom.” Terrell’s generation is entering the workforce in a particularly unlucky moment . Hiring in the United States has slumped to its lowest rate since 2020, according to the Bureau of Labor Statistics . While workers of all ages are feeling the pressure of an uncertain economy, it’s gen Z who is the most pessimistic about their job prospects: entry-level jobs are the most vulnerable to impacts from artificial intelligence , and some younger workers are seeing their careers stall before they have even started. Terrell felt she was not just competing with other people for jobs. “Especially with marketing, a lot of people think it can be replaced with AI,” she said. Continue reading...
Our resident product tester sips and puckers his way through a range of high-street balsamic vinegars • The best supermarket gherkins The old adage that you get what you pay for definitely applies to balsamic vinegar, no matter whether it’s an independent brand or a supermarket’s own-label. The best are made in Modena, Italy, and carry at least IGP (protected geographical indication) status. Thoug...
Our resident product tester sips and puckers his way through a range of high-street balsamic vinegars • The best supermarket gherkins The old adage that you get what you pay for definitely applies to balsamic vinegar, no matter whether it’s an independent brand or a supermarket’s own-label. The best are made in Modena, Italy, and carry at least IGP (protected geographical indication) status. Though that’s not the strictest certification, it’s still a mark of quality, assuring the product has been made following certain guidelines. None of the vinegars I tested had PDO (protected designation of origin) status, which is a more coveted certification with strict guidelines and a 12-year ageing process, and which explains why it can cost upwards of £1,200 a litre. Continue reading...
Anti-war, anti-ICE, anti-authoritarian Christians and Catholics are organizing around their faith in opposition to the version claimed by Trump and Hegseth The Trump administration has long tried to wrap itself in Christianity, with Pete Hegseth, the defense secretary, invoking warfare “in the mighty and powerful name of Jesus Christ”. Trump even recently posted an AI image of himself as a Christ-...
Anti-war, anti-ICE, anti-authoritarian Christians and Catholics are organizing around their faith in opposition to the version claimed by Trump and Hegseth The Trump administration has long tried to wrap itself in Christianity, with Pete Hegseth, the defense secretary, invoking warfare “in the mighty and powerful name of Jesus Christ”. Trump even recently posted an AI image of himself as a Christ-like figure (later claiming he thought it was a doctor) and streamed himself reading the Bible . But in reality, faith leaders have been some of the loudest and most consistent voices organizing against the administration’s policies. Continue reading...
Some familiar, arcane terms are returning to the fore as the Tories study the tactics Labour used against Boris Johnson The lexicon of a British parliamentary scandal is arcane. As Keir Starmer fights to remain prime minister, he has had to respond to a “humble address”, had his judgment picked over during an “emergency opposition day debate” and now faces the ignominy of a “privilege motion”. Con...
Some familiar, arcane terms are returning to the fore as the Tories study the tactics Labour used against Boris Johnson The lexicon of a British parliamentary scandal is arcane. As Keir Starmer fights to remain prime minister, he has had to respond to a “humble address”, had his judgment picked over during an “emergency opposition day debate” and now faces the ignominy of a “privilege motion”. Continue reading...
ServiceNow's ( NOW ) hybrid pricing shift has led to 50% of all new business coming from non-seat-based pricing models, according to Chief Financial Officer and President Gina Mastantuono during an interview with Seeking Alpha. This is important because a primary reason behind the recent decline of enterprise software stocks stems from concerns over seat-based pricing models. The idea is that as e...
ServiceNow's ( NOW ) hybrid pricing shift has led to 50% of all new business coming from non-seat-based pricing models, according to Chief Financial Officer and President Gina Mastantuono during an interview with Seeking Alpha. This is important because a primary reason behind the recent decline of enterprise software stocks stems from concerns over seat-based pricing models. The idea is that as enterprises increase their usage of artificial intelligence tools, efficiencies will improve and headcounts will be reduced or remain flat, thus reducing the number of available seats at an enterprise. However, despite the rise of AI agents, ServiceNow has not been losing seats. "AI is unlocking productivity, but seat count remains healthy and continued to grow year over year in Q1," Mastantuono said. "We have a hybrid model that is seat-based first, and as you consume more tokens, fees go in. Over 50% of our new business comes from non-seat-based models. It's not new. We've had this for years, based on infrastructure and services. What's new is the AI consumption model on top of that." First-quarter results featured 22.1% year-over-year revenue growth and a 2026 outlook that surpassed market expectations. The company's AI ACV is now on track to surpass $1.5B this year, which is a 50% jump from the prior target of $1B. ServiceNow shares took a beating after the release. The stock made a historic 19% plummet on Thursday, April 23. Financial analysts linked the drop to a slight decline in the gross margin outlook related to the recent acquisition of Armis. Furthermore, the ongoing conflict in the Middle East created a 75 basis point headwind due to delayed closings of several large, on-premise deals in the region. "We're looking at short-term margin headwinds here (full-year non-GAAP operating margin to 31.5% from the prior 32%, and full-year free cash flow margin to 35% from 36%)," said Seeking Alpha analyst Oliver Rodzianko . "That's the basic math behind the sell-off, but t...