Green party leader accuses Keir Starmer of ‘silly games’ in accusing his party of playing down hate crimes Zack Polanski has called on politicians to treat antisemitism with “consideration, care and nuance” as he accused Keir Starmer of trying to play political games with the issue. The Green leader’s comments come after the prime minister accused him of playing down recent antisemitic incidents. ...
Green party leader accuses Keir Starmer of ‘silly games’ in accusing his party of playing down hate crimes Zack Polanski has called on politicians to treat antisemitism with “consideration, care and nuance” as he accused Keir Starmer of trying to play political games with the issue. The Green leader’s comments come after the prime minister accused him of playing down recent antisemitic incidents. Polanski’s party is facing increasing scrutiny for recent comments by some candidates and members. Continue reading...
Ransomware payouts, supply‑chain breaches, and state‑backed attacks have pushed cybersecurity spending into the category of must‑have corporate expenses rather than optional upgrades. For investors who want exposure to the security budgets that swell after every major breach, thematic ETFs offer a cleaner entry point than trying to pick winners in an industry where market share ... Cybersecurity E...
Ransomware payouts, supply‑chain breaches, and state‑backed attacks have pushed cybersecurity spending into the category of must‑have corporate expenses rather than optional upgrades. For investors who want exposure to the security budgets that swell after every major breach, thematic ETFs offer a cleaner entry point than trying to pick winners in an industry where market share ... Cybersecurity ETFs Face a Reckoning: Which 3 Will Weather the Downturn
The Gabelli Dividend & Income Trust (NYSE:GDV) has pushed to an all-time high of roughly $29, with shares changing hands at about $29 and annual distributions stepped up to $1.80 per share. This article examines whether the monthly payout is backed by durable cash flow from the underlying portfolio, or whether the rally has pulled ... GDV’s $1.80 annual payout faces a hidden test as leverage ampli...
The Gabelli Dividend & Income Trust (NYSE:GDV) has pushed to an all-time high of roughly $29, with shares changing hands at about $29 and annual distributions stepped up to $1.80 per share. This article examines whether the monthly payout is backed by durable cash flow from the underlying portfolio, or whether the rally has pulled ... GDV’s $1.80 annual payout faces a hidden test as leverage amplifies market risk
Police investigating allegations Mandelson and former prince Andrew passed sensitive info to Epstein will struggle to make charges stick without files British police investigating the former prince Andrew and Peter Mandelson are preparing to start interviewing witnesses in Royal and government circles. It comes as police fear that prosecutors will be “reluctant” to bring charges unless the Trump a...
Police investigating allegations Mandelson and former prince Andrew passed sensitive info to Epstein will struggle to make charges stick without files British police investigating the former prince Andrew and Peter Mandelson are preparing to start interviewing witnesses in Royal and government circles. It comes as police fear that prosecutors will be “reluctant” to bring charges unless the Trump administration agrees to hand over the original documents from the Epstein files. Continue reading...
The United States market has been flat over the last week but is up 30% over the past year, with earnings forecast to grow by 16% annually. In this environment, growth companies with significant insider ownership can be appealing as they often demonstrate strong commitment from those who know the business best.
The United States market has been flat over the last week but is up 30% over the past year, with earnings forecast to grow by 16% annually. In this environment, growth companies with significant insider ownership can be appealing as they often demonstrate strong commitment from those who know the business best.
Analysts at UBS expect continued acceleration in cloud infrastructure growth when Microsoft Corp (NASDAQ:MSFT), Amazon.com Inc (NASDAQ:AMZN) and Alphabet Inc (NASDAQ:GOOG) report first quarter 2026 results next week, with investor forecasts pointing to robust expansion across all three major...
Analysts at UBS expect continued acceleration in cloud infrastructure growth when Microsoft Corp (NASDAQ:MSFT), Amazon.com Inc (NASDAQ:AMZN) and Alphabet Inc (NASDAQ:GOOG) report first quarter 2026 results next week, with investor forecasts pointing to robust expansion across all three major...
3DSculptor/iStock via Getty Images Introduction Firefly Aerospace Inc. ( FLY ) is an interesting space company, which I have covered twice since its IPO, but both times I didn’t feel as though I myself wanted to start a position. On the IPO itself, the stock has been majorly overvalued , with a premium driven purely by momentum and sentiment, and later on, I wanted to see a more stable execution, ...
3DSculptor/iStock via Getty Images Introduction Firefly Aerospace Inc. ( FLY ) is an interesting space company, which I have covered twice since its IPO, but both times I didn’t feel as though I myself wanted to start a position. On the IPO itself, the stock has been majorly overvalued , with a premium driven purely by momentum and sentiment, and later on, I wanted to see a more stable execution, breaking down the stock right after an explosion of Firefly’s first-stage booster for Alpha Flight 7 back in October. As a result of the unfortunate news and still elevated valuation multiples, I decided not to add the stock to my watchlist. Previous Coverage Back then, the stock traded slightly over $25 per share, going as low as $16 a couple of months after the coverage, which could, in theory, have been a more attractive entry point for me had I not missed it. Today, the stock has pulled back slightly from the rally it’s seen in the last couple of weeks, and earnings are coming in soon, which could be another positive catalyst for the stock price. In this article, I want to take a look at the latest news and quarterly earnings and to answer the question of what can happen with Firefly after they post the results. Q4 2025 Looking at the latest earnings transcript , I was surprised to see that the management began by explaining what the company does. Usually, I take a look at well-established players, so maybe that’s the way to work with stocks that have just made their public offering. My dear readers can, of course, go and read my previous articles, where I break down this stock in detail, but I also want to add a management quote, as it shows what the company is truly focused on: Firefly is a space and defense company, delivering innovative hardware and software to perform the hardest missions in the space for national security, exploration and commercial technology lighting the way to a bold space ecosystem that expands humanity's future… Our hardware is represented by...
Dragon Claws/iStock via Getty Images In January, I marked Planet Labs ( PL ) stock as a "Hold" but a speculative "Buy." What I typically tend to do with companies that have a speculative angle is mark the stock a "H old" with the remark that there is a speculative "B uy" angle. Since then, the stock has surged 43.3%, which is an extremely strong performance and also understandable given that the n...
Dragon Claws/iStock via Getty Images In January, I marked Planet Labs ( PL ) stock as a "Hold" but a speculative "Buy." What I typically tend to do with companies that have a speculative angle is mark the stock a "H old" with the remark that there is a speculative "B uy" angle. Since then, the stock has surged 43.3%, which is an extremely strong performance and also understandable given that the need for sovereign defense is increasing. In this report, I discuss Planet Labs’ most recent earnings and update my assessment of the stock. Planet Labs Has Strong Growth Momentum In Defense Earnings for Planet Labs (Planet Labs) In Q4, the company set another record for revenues. Sales reached $86.8 million with gross margins of 57% and $2.3 million in EBITDA, indicating a 2.6% margin. We do note that in the prior quarter, EBITDA margins were around 7%. So, besides sales growth, we also need to keep an eye on the margins. For the full year, the company generated $307.7 million in sales at a 59% gross margin with EBITDA of $15.5 million, indicating a margin of 5.1%, and free cash flow of $52.9 million and $640.1 million in cash. Around 60% of sales are civil government sales, and defense intelligence accounted for 23% of sales, which means that over 80% of sales are generated from government and defense markets. Especially the latter has strong growth prospects as threat levels have trended in the wrong direction, but that is good news for Planet Labs. The company’s backlog jumped nearly 80% to $900 million, and the company now seemingly has the scale to generate positive EBITDA and cash flows. FY27 Outlook Does Not Impress Guidance for Planet Labs (Planet Labs) For 2027, the company is guiding for $415-$440 million in sales, indicating 35%-43% growth. That is significant. However, we do note that the company has yet to scale for that and that investing in needed capabilities is also high on the priority list, leading to gross margins expected to be down from 59% to 50%-52% ...
primeimages/iStock via Getty Images By Elior Manier US stock benchmarks are wiggling around for the fourth consecutive session as the underlying macroeconomic and geopolitical fundamentals remain quite mixed, but one particular index is standing out above all. The technology sector continues to rule the charts, aggressively pushing the Nasdaq to extend into fresh record highs while the rest of the...
primeimages/iStock via Getty Images By Elior Manier US stock benchmarks are wiggling around for the fourth consecutive session as the underlying macroeconomic and geopolitical fundamentals remain quite mixed, but one particular index is standing out above all. The technology sector continues to rule the charts, aggressively pushing the Nasdaq to extend into fresh record highs while the rest of the market catches its breath. With major tech earnings officially kicking off yesterday and spanning all the way through next week, the sector is being propelled to new heights on the back of a strong trend of record reports, and yesterday's Intel surprise kept the promise that tech nowadays is just too big to fail. Intel 4H Chart – April 24, 2026. Source: TradingView While software companies are still struggling to find their footing in this environment, electronics and semiconductors are proving to be particularly dominant. This intense pocket of fundamental strength is single-handedly allowing the Nasdaq to heavily outperform all other global indexes. Current Market Performance (Index Futures) – 12:03 (April 24) In contrast, the broader market paints a much more hesitant picture (but getting more positive as the session goes). The Dow Jones remains quite stuck below the psychological 50,000 mark as traditional capital acts more defensively, while the S&P 500 is tentatively trying to test its own recent all-time highs without fully committing to a breakout. The fundamental picture heading into the weekend remains extremely blurry. High-stakes US-Iran diplomatic talks are widely expected to take place this weekend, yet no official date or time has been announced. Adding to the tension, President Trump is maintaining heavy pressure and saying that he has time to act on Iran, implying that he doesn't seem to be too concerned with the current infighting among Islamic regime diplomats . Meanwhile, the aggressive US naval blockade on the Strait of Hormuz continues unabated. This ...
Jane Street Group去年交易收入达到创纪录的396亿美元，标志着其迅速崛起至行业顶端。 知情人士称，该公司第四季度实现155亿美元交易收入，超过全球大型投行。由于相关数据未公开，这些人士要求匿名。全年交易收入比排名第二的摩根大通高出约11%。而Jane Street员工仅约3500人。 Jane Street的利润还受益于其所持未上市公司股权估值的上涨，该公司核心的撮合买卖双方交易的...
Jane Street Group去年交易收入达到创纪录的396亿美元，标志着其迅速崛起至行业顶端。 知情人士称，该公司第四季度实现155亿美元交易收入，超过全球大型投行。由于相关数据未公开，这些人士要求匿名。全年交易收入比排名第二的摩根大通高出约11%。而Jane Street员工仅约3500人。 Jane Street的利润还受益于其所持未上市公司股权估值的上涨，该公司核心的撮合买卖双方交易的业务在市场波动环境下表现尤为强劲。尽管包含长期投资收益，但Jane Street的年交易收入表明在全球最赚钱的金融领域之一，力量格局正在发生变化。 Jane Street的标志 该公司的增长很大程度上依赖技术和较高的风险偏好，其常常采取不同于传统行业的做法。这一模式使该公司人均创造收入超过1100万美元。 Jane Street既为客户执行交易，也使用自有资金进行投资。自特朗普重返白宫以来，市场因政策主张、关税、军事威胁及对外行动而剧烈波动，投资者频繁调整投资组合对做市商构成利好。 知情人士称，Jane Street去年的调整后息税折旧摊销前利润（EBITDA）约为312亿美元。 Jane Street成立于2000年，最初从美国存托凭证交易起家，随后专注于交易所交易基金（ETF），并逐步扩展至全球多类资产，通过捕捉价格错配获利。其开发了可在数秒内处理数千笔交易的技术，同时也通过持仓数小时、数天甚至数周来获取收益。 其做市竞争对手城堡证券和Hudson River Trading去年也创下纪录，收入分别为122亿美元和123亿美元。此前彭博报道称，这些机构填补了银行因转向更高回报业务而留下的空白。摩根大通2025年交易收入为358亿美元，高盛为311亿美元。 责任编辑：丁文武
Earnings Call Insights: OceanFirst Financial Corp. (OCFC) Q1 2026 Management View "We reported solid first quarter results, which included earnings per share of $0.36 on a fully diluted GAAP basis and $0.43 on a core basis." (Chairman & CEO Christopher Maher) "We delivered our fifth consecutive quarter of net interest income growth" and said net interest margin expanded "to 2.93%, supported by low...
Earnings Call Insights: OceanFirst Financial Corp. (OCFC) Q1 2026 Management View "We reported solid first quarter results, which included earnings per share of $0.36 on a fully diluted GAAP basis and $0.43 on a core basis." (Chairman & CEO Christopher Maher) "We delivered our fifth consecutive quarter of net interest income growth" and said net interest margin expanded "to 2.93%, supported by lower cost of funds and earning asset growth." (Chairman & CEO Maher) On expense actions and technology, Maher said core operating expenses declined on outsourcing the residential platform and that the bank has "worked diligently to restructure our core IT infrastructure" and "started to see the efficiency benefits in legacy bank processes" from AI investments via vendors. (Chairman & CEO Maher) On strategic priorities around New York and talent, Joseph Lebel said C&I and commercial real estate closed-loan volume was "up 81% year-over-year" and added, "We added another 3 C&I bankers in Q1 2026 with plans for more in the coming quarters." (President, COO & Director Joseph Lebel) On deposits and Premier Bank, Lebel said, "Total deposits grew by $192 million or 2% in the quarter" and that Premier has brought in "over 1,500 new accounts across 400 relationships" since May 2025, with "approximately 20% representing noninterest-bearing accounts." (President Lebel) On the Flushing Financial merger status, Maher said, "Approval from the Federal Reserve remains the final outstanding regulatory requirement," and the company is working toward "an expected closing in the second quarter of 2026" with "a full systems integration and rebranding in the third quarter of 2026." (Chairman & CEO Maher) Outlook Patrick Barrett said, "There are no changes to our full year guidance as stated in the previous quarter, although we have removed the modest impact of further Fed rate cuts from our outlook." (Senior EVP & CFO Patrick Barrett) Barrett reiterated stand-alone guidance of "mid- to high single-...
The S&P 500 and Nasdaq each set intraday records on Friday, but a majority of stocks were actually falling. The S&P 500 was up 0.7% after setting an intraday record at 7164.45. The Nasdaq was up 1.5% after hitting an intraday record of 24,824.52.
The S&P 500 and Nasdaq each set intraday records on Friday, but a majority of stocks were actually falling. The S&P 500 was up 0.7% after setting an intraday record at 7164.45. The Nasdaq was up 1.5% after hitting an intraday record of 24,824.52.
Alexander Farnsworth Shares of Walmart ( WMT ) fell 1.50% to $130.05 in the afternoon trade on Friday, ending a six-session winning streak. The stock has gained around 5.8% between April 16 and April 23, compared to a 0.95% rise in the S&P 500 during the same period. Shares of the retail giant edged lower, as sentiment turned cautious after Democratic lawmakers urged major retailers to pass on any...
Alexander Farnsworth Shares of Walmart ( WMT ) fell 1.50% to $130.05 in the afternoon trade on Friday, ending a six-session winning streak. The stock has gained around 5.8% between April 16 and April 23, compared to a 0.95% rise in the S&P 500 during the same period. Shares of the retail giant edged lower, as sentiment turned cautious after Democratic lawmakers urged major retailers to pass on any potential tariff refunds to consumers, raising uncertainty around pricing flexibility and the potential impact on margins, while also discouraging the use of such funds for buybacks or executive compensation. According to Seeking Alpha’s Quant Rating system, WMT is rated a Hold, with a score of 3.38 out of 5, receiving an A+ for profitability, but an F in terms of valuation . However, a recent Seeking Alpha analysis rated WMT a Sell, citing an unjustified surge in valuation despite slowing growth trends, and the analyst pointed out that “the stock’s valuation has gone up, in my view, in an unreasonable way.” While on Wall Street , 38 out of 42 analysts rate the stock a buy or higher, three recommend a hold, while one of them suggests a sell or lower. Despite the modest decline, shares remain 17.8% up year-to-date and have gained around 5.8% in the past month . More on Walmart Walmart: Too Expensive Considering Slowing Growth Walmart: Speculative Valuation As Free Cash Flow Is Held Down By Immense Capex Tariff refunds: A win for importers, but not so much for consumers Sam's Club introduces a one-hour delivery option
It’s not quite the color-changing car that’s been teased, but BMW’s new BMW iX3 Flow Edition brings us closer. | Image: BMW At CES 2022, BMW debuted its BMW iX Flow concept car that could dynamically change its appearance using the same grayscale E Ink panels found in e-readers like the Kindle. It was followed by the BMW i Vision Dee concept and the BMW i5 Flow Nostokana that were both upgraded wi...
It’s not quite the color-changing car that’s been teased, but BMW’s new BMW iX3 Flow Edition brings us closer. | Image: BMW At CES 2022, BMW debuted its BMW iX Flow concept car that could dynamically change its appearance using the same grayscale E Ink panels found in e-readers like the Kindle. It was followed by the BMW i Vision Dee concept and the BMW i5 Flow Nostokana that were both upgraded with color E Ink panels. Its latest concept, the BMW iX3 Flow Edition announced at the 2026 Beijing Auto Show , might look slightly less ambitious but it takes a new approach, pushing color-changing cars closer to actual production. BMW's previous concepts wrapped the entire vehicle in a patchwork of E Ink panels that were all custom-sized and shaped to match its contours. … Read the full story at The Verge.
July arabica coffee (KCN26 ) today is down -1.50 (-0.50%), and May ICE robusta coffee (RMK26 ) is up +28 (+0.76%). Coffee prices fell from 4-week highs today and are trading mixed. Expectations of a bumper Brazil coffee crop are weighing on arabica coffee prices. Signs of tighter robusta coffee...
July arabica coffee (KCN26 ) today is down -1.50 (-0.50%), and May ICE robusta coffee (RMK26 ) is up +28 (+0.76%). Coffee prices fell from 4-week highs today and are trading mixed. Expectations of a bumper Brazil coffee crop are weighing on arabica coffee prices. Signs of tighter robusta coffee...
A funny thing has happened on paper. The average U.S. household is now sitting on millionaire-level wealth, yet the average grocery run still stings and the mortgage still looms. The numbers say one thing. Daily life says another. Much of...
A funny thing has happened on paper. The average U.S. household is now sitting on millionaire-level wealth, yet the average grocery run still stings and the mortgage still looms. The numbers say one thing. Daily life says another. Much of...