Stock exchange financial or forex graph by Bigc Studio via Shutterstock CoreWeave (CRWV) shares charged higher on Wednesday as the “AI Neocloud” specialist secured a major deal with one of the industry’s fastest-growing search disruptors — Perplexity AI. This multi-year strategic partnership will see Perplexity utilize CRWV’s dedicated GB200 NVL72 clusters to scale its Sonar and Search API ecosyst...
Stock exchange financial or forex graph by Bigc Studio via Shutterstock CoreWeave (CRWV) shares charged higher on Wednesday as the “AI Neocloud” specialist secured a major deal with one of the industry’s fastest-growing search disruptors — Perplexity AI. This multi-year strategic partnership will see Perplexity utilize CRWV’s dedicated GB200 NVL72 clusters to scale its Sonar and Search API ecosystem. In return, the Livingston-headquartered firm will integrate Perplexity’s Enterprise Max across its operations. Despite today’s gains, CoreWeave stock remains down more than 25% versus its year-to-date high. Does Perplexity News Warrant Buying CoreWeave Stock The Perplexity news is constructive, as it shifts the narrative for CRWV stock from capital-intensive buildouts to high-margin execution. Perplexity currently answers more than 1.5 billion questions monthly, and by choosing CoreWeave over traditional hyperscalers, the startup is validating the superior latency and reliability of its purpose-built AI infrastructure for real-world production. Investors cheered the announcement as it focuses particularly on AI inference, which many believe will eventually become a larger market than model training. By securing a flagship inference customer, CoreWeave is “diversifying” its revenue stream beyond experimental labs and into daily consumer application, opening the door for further gains in 2026. What Makes CRWV Shares Attractive to Own in 2026 Long-term investors should consider investing in CRWV for the strength of its revenue backlog as well. In late February, the company reported a remarkable $67 billion backlog. Meanwhile, its recent $5 billion agreement with Meta Platforms (META) further solidifies its role as a primary provider of the Nvidia (NVDA) GB300-powered infrastructure. With a 3.1-gigawatt power pipeline, and a clear path to $30 billion in annual recurring revenue (ARR), CoreWeave is strongly positioned for long-term dominance in GPU-as-a-Service. This is why ...
Pete Hegseth, US secretary of defense, arrives for a medal of honor ceremony in the East Room of the White House in Washington, DC, US, on Monday, March 2, 2026. Jim Lo Scalzo | EPA | Bloomberg | Getty Images A tech industry group, whose members include Nvidia , Google and Anthropic, sent a letter to Defense Secretary Pete Hegseth Wednesday expressing concern over his designating a U.S. company a ...
Pete Hegseth, US secretary of defense, arrives for a medal of honor ceremony in the East Room of the White House in Washington, DC, US, on Monday, March 2, 2026. Jim Lo Scalzo | EPA | Bloomberg | Getty Images A tech industry group, whose members include Nvidia , Google and Anthropic, sent a letter to Defense Secretary Pete Hegseth Wednesday expressing concern over his designating a U.S. company a supply chain risk . The letter, written by the Information Technology Industry Council (ITI), doesn't name Anthropic, though the artificial intelligence company was given that label on Friday after failing to come to terms with the Defense Department. "We are concerned by recent reports regarding the Department of War's consideration of imposing a supply chain risk designation in response to a procurement dispute," ITI wrote in the letter. The ITI's other members include Microsoft , Apple and Amazon . "Contract disputes should be resolved through continued negotiation between the parties, or by the Department selecting alternate providers through established procurement channels," ITI said. "Emergency authorities such as supply chain risk designations exist for genuine emergencies and are typically reserved for entities that have been designated as foreign adversaries." Hegseth announced on X on Friday that the Pentagon would be labeling Anthropic a "supply chain risk to national security," shortly after President Donald Trump ordered every U.S. government agency to immediately stop using the company's technology. Read more CNBC tech news The lead U.S. cyber agency is stretched thin as Iran hacking threat escalates Anthropic 'made a mistake' in Pentagon talks and should 'correct course,' FCC boss says Google employees call for military limits on AI amid Iran strikes, Anthropic fallout OpenAI's Altman admits defense deal 'looked opportunistic and sloppy' amid backlash The ITI's letter referenced established processes, including the Federal Acquisition Supply Chain Security...
Key Points PepsiCo has been reliably growing its dividend for more than 50 years and rewarding investors along the way. The Dividend King is currently out of favor, despite a strong history of success. If you act now, you can get a growth-oriented business and a huge 4% yield. 10 stocks we like better than PepsiCo › No company's stock rises in a straight line; there are always zigs and zags along ...
Key Points PepsiCo has been reliably growing its dividend for more than 50 years and rewarding investors along the way. The Dividend King is currently out of favor, despite a strong history of success. If you act now, you can get a growth-oriented business and a huge 4% yield. 10 stocks we like better than PepsiCo › No company's stock rises in a straight line; there are always zigs and zags along the way. Most investors get excited about stocks when they are rising. I get excited about stocks when they have fallen. And that's why you might want to jump aboard this growth stock right now. If you do, you'll collect a 4% dividend yield while you wait for management to get back on track, like it has done time and time again over the last 50-plus years. Sticking to the long-term winners There's no way for investors to get inside a company and examine all of the ins and outs of its business. The best you can do is read the financial reports, listen to the conference calls, and watch out for news. But that won't tell you everything -- you just have to trust that management is doing the right things to support long-term performance. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » That's why I focus heavily on a company's dividend history. Increasing the dividend year in and year out requires both a good business model and strong execution, regardless of the market environment. A business that isn't growing simply can't afford to continue to raise the dividend. PepsiCo (NASDAQ: PEP) has increased its dividend annually for 53 consecutive years, making it a Dividend King. That's an impressive record of dividend growth backed by an impressive record of business growth. What I love about PepsiCo and what to worry about PepsiCo's business is top-notch. First, it is a diversified consumer staples company, with offerings in the beverage, salty snack, and packaged food segments of the industry. ...
hadkhanong_Thailand/iStock via Getty Images Vulcan Materials ( VMC ) -1.3% in Wednesday's trading as J.P. Morgan downgraded the producer of construction materials to Neutral from Overweight with a $320 price target, trimmed from $335, after Q4 results and FY 2026 guidance came in below expectations. While infrastructure spending continues to support low-SD volume growth, JPM analyst Adrian Huerta ...
hadkhanong_Thailand/iStock via Getty Images Vulcan Materials ( VMC ) -1.3% in Wednesday's trading as J.P. Morgan downgraded the producer of construction materials to Neutral from Overweight with a $320 price target, trimmed from $335, after Q4 results and FY 2026 guidance came in below expectations. While infrastructure spending continues to support low-SD volume growth, JPM analyst Adrian Huerta said it is difficult to forecast an acceleration in demand trends until solid data points emerge, particularly within the residential end market, which is not expected until later this year and more likely 2027. Meanwhile, short interest is at a multi-year high - 3.6% of the float, compared to the 1.6% five-year average - and valuation multiples are near peak levels, both likely limiting further stock gains with limited upside catalysts ahead, the analyst said. Given the weaker-than-expected guidance, ongoing demand headwinds, and rich valuation multiples, Huerta lowered his estimates, seeing limited upside for Vulcan ( VMC ) in the near term; for FY 2026, the analyst now forecasts net revenues of $6.74B, or flat Y/Y, and adjusted EBITDA of $2.53B, or up 9%. More on Vulcan Materials Vulcan Materials: A Great Company At Just An Okay Price Vulcan Materials - Examining A Somewhat Overvalued Sector Leader Vulcan Materials Q4 2025 Earnings Call Presentation
Google is in the midst of rewriting the rules for mobile applications, spurred by ongoing legal cases and an apparent desire to clamp down on perceived security weaknesses. Late last year, Google and Epic concocted a settlement that would end the long-running antitrust dispute that stemmed from Fortnite fees. The sides have now announced an updated version of the agreement with new changes aimed a...
Google is in the midst of rewriting the rules for mobile applications, spurred by ongoing legal cases and an apparent desire to clamp down on perceived security weaknesses. Late last year, Google and Epic concocted a settlement that would end the long-running antitrust dispute that stemmed from Fortnite fees. The sides have now announced an updated version of the agreement with new changes aimed at placating US courts and putting this whole mess in the rearview mirror. The gist is that Android will get more app stores, and developers will pay lower fees. A US court ruled against Google in the case in 2023, and the remedies announced in 2024 threatened to upend Google's Play Store model. It tried unsuccessfully to have the verdict reversed, but then Epic came to the rescue. In late 2025, the companies announced a settlement that skipped many of the court's orders. Epic leadership professed interest in leveling the playing field for all developers on Android's platform. But US District Judge James Donato expressed skepticism of the settlement in January, noting that it may be a "sweetheart deal" that benefited Epic more than other developers. The specifics of the arrangement were not fully disclosed, but it included lower Play Store fees, cross-licensing, attorneys' fees, and other partnership offers. Read full article Comments
If you're retired, healthcare probably eats up a lot of your income. So it's important to make sure you're reasonably happy with your Medicare coverage. If you're on Medicare Advantage and aren't in love with your current plan, you're in luck. Medicare Advantage's open enrollment period doesn't wrap up until the end of month. Between now and March 31, you can make changes to your Medicare Advantag...
If you're retired, healthcare probably eats up a lot of your income. So it's important to make sure you're reasonably happy with your Medicare coverage. If you're on Medicare Advantage and aren't in love with your current plan, you're in luck. Medicare Advantage's open enrollment period doesn't wrap up until the end of month. Between now and March 31, you can make changes to your Medicare Advantage coverage by: Swapping your current Advantage plan for a new one Ditching Medicare Advantage and moving onto original Medicare It's important that you take advantage of this opportunity while it's available to you. Why it could pay to switch Medicare Advantage plans Whether you're on a new Medicare Advantage plan this year or you've had the same plan for a long time, if you're having issues with your coverage or costs, it could pay to make a switch. One tricky thing about Medicare Advantage plans is that their rules can change from one year to the next. A medication that was inexpensive for you last year could now be costing four times as much if your plan's formulary changed. Or, a supplemental benefit you enjoyed last year may no longer be available. If there's any aspect of your Medicare Advantage plan that you aren't happy with, it pays to explore other options through March 31. What to look for in a new Medicare Advantage plan If you're considering a switch to a new Medicare Advantage plan, it's important to look at the big picture. Pay attention to the following: Costs beyond your premiums. It's common to find $0 premium Advantage plans. Look at copays, deductibles, and out-of-pocket maximums as well. It's common to find $0 premium Advantage plans. Look at copays, deductibles, and out-of-pocket maximums as well. Drug formularies. If there are pills you take regularly, make sure they're covered and check associated copays. If there are pills you take regularly, make sure they're covered and check associated copays. Supplemental benefits. These can differ from one Medi...
Key Points Orion Group reported a loss for the quarter but a profit for the year at the end of Q4 2025. Free cash flow was positive for the year, counting sales of property and equipment. 10 stocks we like better than Orion Group › Orion Group Holdings (NYSE: ORN) stock, the maritime construction company, tumbled nearly 9% in early trading Wednesday before reversing to gain more than 4%... before ...
Key Points Orion Group reported a loss for the quarter but a profit for the year at the end of Q4 2025. Free cash flow was positive for the year, counting sales of property and equipment. 10 stocks we like better than Orion Group › Orion Group Holdings (NYSE: ORN) stock, the maritime construction company, tumbled nearly 9% in early trading Wednesday before reversing to gain more than 4%... before reversing again and giving back all its gains. As of 3:10 p.m. ET Wednesday, the stock is down 0.5% -- but check back five minutes from now, because clearly that may change. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Orion Group Q4 earnings Orion reported its Q4 earnings results last night, and investors don't seem to know what to make of them -- so let's see if I can help with that. Going over the numbers, it appears Orion grew its sales 7.5% year over year in the final quarter of 2025, but flipped from a $0.17 per share profit a year ago, to lose $0.01 per share this time around. That loss probably explains why Orion couldn't hold onto its gains today. The full-year picture was a little better. Here again, we see Orion growing sales -- up 7% to $852.3 million -- but this time the earnings flipped from a GAAP loss of $0.05 per share in 2024 to a profit of $0.06 per share for all of 2025. The free cash flow picture was murkier. Orion generated $28.1 million in cash from operations in 2025 and spent $38.9 million on capital expenditures. That makes free cash flow negative, except for the fact that Orion generated $25.2 million in cash from sales of property and equipment. Factor that into the picture, and Orion becomes FCF-positive again: $14.4 million. Is Orion stock a buy? At $550 million in market cap, Orion trades for 38 times price-to-free cash flow ratio. Management is targeting sales growth of ...
Robert Way/iStock Editorial via Getty Images Last week, Nvidia Corporation ( NVDA ) released its Q4 2026 earnings , and most market participants were up in arms with the negative share price response. To many the combination of a strong quarterly report and a share price drop was interpreted as a strong buying opportunity and hopes that the market is somehow being irrational about one of the most ...
Robert Way/iStock Editorial via Getty Images Last week, Nvidia Corporation ( NVDA ) released its Q4 2026 earnings , and most market participants were up in arms with the negative share price response. To many the combination of a strong quarterly report and a share price drop was interpreted as a strong buying opportunity and hopes that the market is somehow being irrational about one of the most followed companies of our day. After all, NVDA had yet another record-breaking quarter and the stock is still down by around 6% over the past 5-day period. Seeking Alpha It might be disappointing seeing the underlying business prosper while the stock price is being essentially flat over the past 6-month period, but that's the reality when investing in stocks that are trading at prohibitively high multiples. The Q4 report and the reaction that followed were an exact repetition from Nvidia's previous report, which did not translate into a meaningful boost for the share price in spite of the strong revenue growth and margin improvements. That is why, back in November, I warned that investors should distinguish between Nvidia's as a business and NVDA share price. The Telling Signs If we zoom-out by just one year, then the recent drop of NVDA looks less as an irrational movement and more as a normal course of events after results got priced-in about a year earlier. Data by YCharts As a matter of fact, earnings growth in FY 2026 is roughly in-line with NVDA share price performance over the same period. prepared by the author, using data from Seeking Alpha Earnings surprises above the analysts' estimates have also come down gradually in recent years and over the past few quarters have been at mid-single digits which suggests that the market forecasts are now aligned. Seeking Alpha Another telling sign that investors should not take NVDA share price rally in the first half of calendar 2025 as a given was the major drop in trading volumes. This is usually associated with lack of con...
Elon Musk testified Wednesday in a trial brought by Twitter investors, who allege the billionaire committed securities fraud as he was buying the social media company in 2022. The class-action lawsuit alleges Musk agreed to buy Twitter but then waffled for months, attacking the company with the goal of bringing down the stock price to get a better bargain. After contentious legal wrangling, Musk d...
Elon Musk testified Wednesday in a trial brought by Twitter investors, who allege the billionaire committed securities fraud as he was buying the social media company in 2022. The class-action lawsuit alleges Musk agreed to buy Twitter but then waffled for months, attacking the company with the goal of bringing down the stock price to get a better bargain. After contentious legal wrangling, Musk did eventually buy Twitter for $54.20 a share, his original offer, totalling around $44bn. His lawyers have argued that he did not aim to lower Twitter’s stock price or hurt its investors. Monday’s proceedings began with the investors’ attorney questioning Musk about whether he was aware that his public broadsides against Twitter would sway stock prices, according to CNBC. Musk responded, saying the “stock market is like a manic depressive”. “My tweets have sometimes the opposite effect of what one would expect on stock prices,” he said, per CNBC. “Sometimes they have the expected effect.” Throughout 2022, Musk posted constantly to his millions of Twitter followers that the social network was rife with bots that produced spam and created fake accounts. At one point, he tweeted that at least 20% of the accounts of Twitter were fake or spam, and if the company couldn’t prove otherwise, the “deal cannot move forward”. The trial is taking place in federal court in San Francisco under Judge Charles Breyer. During jury selection, nearly half of the prospective jurors were dismissed because they held strong negative opinions of Musk. Opening statements began Monday. “We’re here today because Elon Musk cheated investors,” Mark Molumphy, a lawyer for the plaintiffs, said during opening statements, according to Bloomberg. “The evidence will show Mr Musk knew exactly what he was doing.” Musk’s lawyer, Michael Lifrak, shot back, saying the billionaire’s complaints about Twitter were legitimate and his concerns “were real and weren’t a fraud”. During the six months under scrutiny for the...
Monty Rakusen/DigitalVision via Getty Images StandardAero, Inc. ( SARO ) is positioned for margin-accretive growth as the organization enters eFY26 in a durable market. With the aging commercial fleet and low replacement rates, I believe the need for aircraft maintenance, repair, and overhaul (MRO) services will remain a durable growth market, potentially delivering pricing power to StandardAero d...
Monty Rakusen/DigitalVision via Getty Images StandardAero, Inc. ( SARO ) is positioned for margin-accretive growth as the organization enters eFY26 in a durable market. With the aging commercial fleet and low replacement rates, I believe the need for aircraft maintenance, repair, and overhaul (MRO) services will remain a durable growth market, potentially delivering pricing power to StandardAero due to the strong demand. Though eq1’26 may be impacted by a facility fire and government shutdown, I believe StandardAero will realize another year of margin-accretive growth in eFY26, underpinned by more repair services brought in-house and an expanding operating footprint through organic reinvestment. Given the strong opportunity at hand, I am recommending SARO shares with a "Strong Buy" rating with a price target of $47/share at 14.29x eFY28 EV/aEBITDA. StandardAero Operational Update Corporate Filings FY25 was largely a period of transition for StandardAero as the firm ramped up its LEAP engine repair program, with servicing on the engine accelerating in the back half of the fiscal year. Accordingly, management is expecting the LEAP program to achieve profitability in e1h26 as processes and efficiencies are developed. Despite the transition into the next-generation technology, StandardAero closed FY25 in a position of strength, growing the top line by nearly 16% while enhancing margins, expanding the adjusted segment EBITDA (net of corporate costs) margin by 38 bps when compared to FY24. To further enhance margins going forward, StandardAero eliminated pass-through material features in customer contracts to reduce exposure to low-margin work, potentially thrusting margins as operational focus shifts towards high-value repair work. Expanding on its footprint, StandardAero is increasing service capacity at its Winnipeg facility for the CF34 engine, which is commonly found in regional and business jets like the Embraer 190 & 195. The facility expansion is expected to be co...
Russia could halt gas supplies to Europe right now amid a spike in energy prices triggered by the Iran crisis, President Vladimir Putin warned on Wednesday, linking the possible decision to the European Union wanting to ban purchases of Russian gas and liquefied natural gas. Oil and gas prices have soared following the US and Israeli attack on Iran and Tehran’s strikes on Gulf Arab neighbours. Th...
Russia could halt gas supplies to Europe right now amid a spike in energy prices triggered by the Iran crisis, President Vladimir Putin warned on Wednesday, linking the possible decision to the European Union wanting to ban purchases of Russian gas and liquefied natural gas. Oil and gas prices have soared following the US and Israeli attack on Iran and Tehran’s strikes on Gulf Arab neighbours. The conflict has paralysed shipping through the Strait of Hormuz and forced the shutdown of Qatar’s LNG production and Saudi Arabia’s largest oil refinery. Advertisement Putin said oil prices were rising due to the “aggression against Iran” and due to Western restrictions on Russian oil, while European gas prices were rising because customers were willing to buy gas volumes at higher prices due to events in the Middle East and the closure of the Strait of Hormuz. Asked by a Russian state television’s top Kremlin correspondent Pavel Zarubin about European plans to impose a total ban on Russian pipeline gas imports by late 2027 and to ban new short-term Russian LNG contracts from late April 2026, Putin said it might be more beneficial for Russia to stop selling the gas right now. 04:04 How US-Israeli strikes on Iran are sending shock waves through global energy markets How US-Israeli strikes on Iran are sending shock waves through global energy markets “Now other markets are opening up. And perhaps it would be more profitable for us to stop supplying the European market right now. To move into those markets that are opening up and establish ourselves there,” Putin said, according to a transcript released by the Kremlin.
In February, the S&P 500 energy sector ( XLE ) moved nearly 12% in the upward direction this year supported by a 8.3% rise in crude oil futures ( CL1:COM ) over potential disruption in global crude supply. Against this backdrop, short interest trends among micro to small-cap energy stocks show a wide divergence. Sable Offshore ( SOC ) was the most shorted stock in mid-February, while KNOT Offshore...
In February, the S&P 500 energy sector ( XLE ) moved nearly 12% in the upward direction this year supported by a 8.3% rise in crude oil futures ( CL1:COM ) over potential disruption in global crude supply. Against this backdrop, short interest trends among micro to small-cap energy stocks show a wide divergence. Sable Offshore ( SOC ) was the most shorted stock in mid-February, while KNOT Offshore Partners ( KNOP ) was the least shorted stock. Most shorted energy stocks as of February end: Sable Offshore ( SOC ) 22.75% Green Plains ( GPRE ) 19.27% New Fortress Energy ( NFE ) 19.01% Gevo ( GEVO ) 14.25% Prairie Operating ( PROP ) 13.66% Least shorted energy stocks as of February end: KNOT Offshore Partners ( KNOP ) 0.51% STAK ( STAK ) 0.52% Verde Clean Fuels ( VGAS ) 0.57% North European Oil Royalty Trust ( NRT ) 0.58% Mesa Royalty Trust ( MTR ) 0.61% Energy ETFs: ( XLE ), ( AMLP ), ( VDE ), ( XOP ), ( OIH ), and ( IXC ). More on State Street® Energy Select Sector SPDR® ETF Energy Markets Roiled By Iranian Conflict The Great Commoditization: How To Invest In A Post-AI World XLE: A Fund Whose Time Has Come Apollo warns Strait of Hormuz disruption could rattle global energy supply Brent crude jumps to more than one-year high as Iraq shuts down giant oil fields
Key Points The niche medical devices specialist published its latest quarterly and annual fundamentals. Led by its No. 1 product, it posted a double-digit revenue gain and narrowed its net loss in the fourth quarter. 10 stocks we like better than NeuroPace › Medical device company NeuroPace (NASDAQ: NPCE) was showing signs of life on the stock market Wednesday. In late-session trading, the company...
Key Points The niche medical devices specialist published its latest quarterly and annual fundamentals. Led by its No. 1 product, it posted a double-digit revenue gain and narrowed its net loss in the fourth quarter. 10 stocks we like better than NeuroPace › Medical device company NeuroPace (NASDAQ: NPCE) was showing signs of life on the stock market Wednesday. In late-session trading, the company's shares were slightly in positive territory with a nearly 1% rise. This was largely a reaction to its latest earnings release, published after market close on Tuesday. Outpacing expectations That release covered NeuroPace's fourth-quarter and full-year 2025 performance; in the fourth quarter, the company reported revenue of $26.6 million. That was a robust (24%) improvement over the same quarter of 2024. The medical device specialist also managed to narrow its net loss under generally accepted accounting principles (GAAP) to $2.7 million ($0.08 per share) from the year-ago deficit of almost $5.3 million. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » That meant a double beat for NeuroPace, as the consensus analyst estimate for revenue was $24.4 million and for net loss per share was $0.18. In its earnings release, NeuroPace attributed its growth to favorable Medicare reimbursement decisions and increases in prescribers and accounts. Overall, its main revenue driver -- the RNS System, an epilepsy treatment device -- saw sales rise 26% to over $22 million. A unique product Management reiterated its full-year 2026 guidance of $98 million to $100 million for revenue, and a non-GAAP (adjusted) earnings before interest, taxes, depreciation, and amortization (EBITDA) loss of $9 million to $10 million. By comparison, the 2025 figures were $100 million and $5 million, respectively. Compared to the quarter's gro...
Seven big tech companies that build data centers to train artificial-intelligence models promised to pay more for electricity and limit power price increases for consumers, a pledge President Trump has touted as key to addressing a backlash to AI.
Seven big tech companies that build data centers to train artificial-intelligence models promised to pay more for electricity and limit power price increases for consumers, a pledge President Trump has touted as key to addressing a backlash to AI.
Arcline Investment Management is weighing a takeover of Senior Plc , people familiar with the matter said, setting up a potential three-way tussle for the British aerospace supplier. The US investment firm is considering making a firm offer for London-listed Senior, a parts maker for aviation and aerospace juggernauts Airbus SE and Boeing Co. , according to the people who asked not to be identifie...
Arcline Investment Management is weighing a takeover of Senior Plc , people familiar with the matter said, setting up a potential three-way tussle for the British aerospace supplier. The US investment firm is considering making a firm offer for London-listed Senior, a parts maker for aviation and aerospace juggernauts Airbus SE and Boeing Co. , according to the people who asked not to be identified because the matter is private. Arcline joins Advent and a consortium of Blackstone Inc. and Tinicum in emerging as a suitor for Senior. Shares in the company surged last week after it said it was in talks with potential buyers, without identifying them. Advent and the duo of Blackstone and Tinicum were later confirmed to be in the hunt. Senior has a market value of about £1.3 billion ($1.7 billion). Arcline has more than $20 billion in assets under management and specializes in industrial deals including aerospace and defense and engineered components, according to its website . Deliberations are ongoing and there’s no certainty they’ll result in a transaction, the people added. A spokesman for Senior declined to comment while representatives for Arcline didn’t immediately respond to requests for comment. Suppliers like Senior are having to increase output to match ambitious plans by the jet manufacturers, but facing difficulties with a supply chain that has yet to recover from the pandemic.