Douglas Rissing/iStock via Getty Images The integrated retail electricity and power generation company Vistra Corp. ( VST ) just released a mixed Q4 earnings report that has led to a 13% drop in its stock price over the last week. I gave VST a buy rating after its Q3 earnings, in which the stock remained relatively flat for months until its recent correction here in early March. Seeking Alpha My p...
Douglas Rissing/iStock via Getty Images The integrated retail electricity and power generation company Vistra Corp. ( VST ) just released a mixed Q4 earnings report that has led to a 13% drop in its stock price over the last week. I gave VST a buy rating after its Q3 earnings, in which the stock remained relatively flat for months until its recent correction here in early March. Seeking Alpha My prior buy rating was based on earnings and operational growth, cash generation, and acquisitional expansion. This perspective does not change much for me and remains mostly positive; however, valuation continues to rise, and operating costs are scaling nearly as fast as adjusted EBITDA. I am changing my rating for VST to a hold. Q4 Snapshot VST VST is a large U.S. power company that has power plants with natural gas, coal, nuclear, and solar. They provide to residential, commercial, and industrial customers through dozens of states. Natural gas and coal make up the majority of their production, but they are seeing advancements in “cleaner” energy spaces like nuclear. Adjusted EPS for Q4 missed marginally, arriving at $2.34, also slightly down YoY. Sales were opposite, down from Q3 but up by about $500 million YoY, reaching $4.58 billion for the quarter. VST had $785 million in cash or cash equivalents at the end of the quarter, up largely from last quarter. Net income is down big from 2024, which I also noted after last quarter's report. This is largely due to unrealized derivative positions and losses from hedging transactions. Management again notes that once commodity prices increase, this significantly helps their portfolio in the future. Adjusted EBITDA was $5.91 billion for 2025, up from $5.64 billion the year prior. For utility companies like VST, adjusted EBITDA is often the “go-to” metric for evaluating the business because it captures operational performance and cash flow. It’s a good sign that operations continue to generate more profits each year for VST, as ener...
watch now VIDEO 4:17 04:17 CNBC Cures Summit: Gunnar and Boomer Esiason on the battle against cystic fibrosis CNBC Cures As NFL quarterback Boomer Esiason was about to step onto the practice field for the New York Jets in 1993, shortly after being traded to the team, he was quickly pulled off to take an urgent phone call from his wife, Cheryl. Their two-year-old son, Gunnar, had been rushed to Cin...
watch now VIDEO 4:17 04:17 CNBC Cures Summit: Gunnar and Boomer Esiason on the battle against cystic fibrosis CNBC Cures As NFL quarterback Boomer Esiason was about to step onto the practice field for the New York Jets in 1993, shortly after being traded to the team, he was quickly pulled off to take an urgent phone call from his wife, Cheryl. Their two-year-old son, Gunnar, had been rushed to Cincinnati Children's Hospital. Shortly thereafter, Gunnar was diagnosed with cystic fibrosis, an inherited genetic disorder that causes mucus to build up and damage organs in the body, particularly the lungs, and often leads to permanent lung damage. Symptoms of the disease can appear at any age, but at that time the diagnosis was widely viewed as a fatal pediatric disease. Esiason, recalling the day with CNBC's Becky Quick at the CNBC Cures Summit on Tuesday, said the first call he made after speaking to his wife was to his father. His second call was to sportswriter Frank Deford. In the 1988 NFL season, Esiason won the NFL Most Valuable Player award as a member of the Cincinnati Bengals and attended an award ceremony in Washington, D.C., where the featured speaker was Deford. While Deford was perhaps best known for his work covering sports, he was also a staunch advocate in the fight against CF, following the death of his eight-year-old daughter Alex to the disease. "I had never heard of the disease, and he spoke, and there wasn't a dry eye in the house," Esiason recalled. "I said [to Deford], 'Can I help you? Can I help you raise money?' So, I went back to Cincinnati and became a fundraiser." Esiason said that when he spoke with Deford that day and told him of Gunnar's diagnosis, he had thoughts of stepping away from football to take care of his son. However, Deford encouraged him to "use all of your powers to leverage every single media outlet you possibly can to put a name and a face on this disease" to move the fight against CF forward, Esiason said. "I looked over to S...
In this article EWY Follow your favorite stocks CREATE FREE ACCOUNT A man walks past in front of an electronic screen showing South Korea's benchmark stock index (KOSPI) at the Korea Exchange in Seoul on March 3, 2026. Jung Yeon-je | Afp | Getty Images South Korean stocks quickly fell from grace following the U.S. and Israeli strikes on Iran. But Wall Street doesn't see that as a harbinger for any...
In this article EWY Follow your favorite stocks CREATE FREE ACCOUNT A man walks past in front of an electronic screen showing South Korea's benchmark stock index (KOSPI) at the Korea Exchange in Seoul on March 3, 2026. Jung Yeon-je | Afp | Getty Images South Korean stocks quickly fell from grace following the U.S. and Israeli strikes on Iran. But Wall Street doesn't see that as a harbinger for anything that's to come in the U.S. The benchmark Kospi Index tumbled more than 12% Wednesday — its worst-ever single day of trading. Korean stocks have plungedmore than 18% so far this week, on track for their biggest weekly loss since 2008. South Korea's stock market was dark on Monday for a national holiday. But a sharp selloff came Tuesday when markets reopened Tuesday in the wake of the Mideast conflict. Korea imports nearly all its fossil fuels, including oil and natural gas, all of it brought in by tanker. About 70% of Korea's oil imports and up to 30% of liquified natural gas comes from the Middle East, according to the U.S. Energy Information Agency . Stock Chart Icon Stock chart icon The KOSPI Index, 5-day chart Both the U.S. and Korean markets have been described as concentrated in a handful of stocks. But U.S. investors are quick to point out that Korea's concentration is far greater than even the U.S. What's more, U.S. indexes recently hadn't seen dramatic gains as had their international counterparts. "It's all about perspective," said Jay Woods, chief market strategist at Freedom Capital Markets. Levels of concentration More than one-third of the Korean index is made up of only Samsung Electronics and SK Hynix , Larry Tentarelli of the Blue Chip Trend Report noted. By comparison, the two largest stocks in the S&P 500 — Nvidia and Apple — account for 14% of the index, he said. Samsung Electronics has soared 216% in the past 12 months. SK Hynix, a semiconductor maker, is up 356% over the past year, even including its latest decline, leaving them both "extremely ex...
The U.S. Nuclear Regulatory Commission issued its first construction permit for a commercial nuclear reactor in eight years Wednesday, granting approval to plans by a Bill Gates-backed company to build a sodium-cooled reactor in western Wyoming. TerraPower filed for the permit in 2024, with construction now set to begin within weeks. Completion of the up to $4 billion plant is targeted for 2030, a...
The U.S. Nuclear Regulatory Commission issued its first construction permit for a commercial nuclear reactor in eight years Wednesday, granting approval to plans by a Bill Gates-backed company to build a sodium-cooled reactor in western Wyoming. TerraPower filed for the permit in 2024, with construction now set to begin within weeks. Completion of the up to $4 billion plant is targeted for 2030, according to TerraPower. “We have spent thousands of manpower hours working to achieve this momentous accomplishment,” TerraPower President and CEO Chris Levesque said in a statement. Microsoft co-founder Gates, who is eyeing nuclear as a power source for the electricity-hungry data centers behind artificial intelligence, is a founder of and primary investor in TerraPower. The TerraPower plant is set to be built on the site of a coal-fired power plant that is being converted to burn natural gas near Kemmerer, a town of about 2,500 people 130 miles (210 kilometers) northeast of Salt Lake City. PacifiCorp’s Naughton plant will continue operating in the meantime. The 345-megawatt reactor could generate up to 500 megawatts at its peak, enough for up to 400,000 homes.
The 10 Most Common Medications Americans Are Taking Authored by George Citroner via The Epoch Times (emphasis ours), Americans are popping pills at a rate that might surprise even their doctors—and most of what they’re taking, they chose themselves. The Epoch Times/Shutterstock Nearly two-thirds of U.S. adults take at least one pill each week, and one in six takes five or more, according to a rece...
The 10 Most Common Medications Americans Are Taking Authored by George Citroner via The Epoch Times (emphasis ours), Americans are popping pills at a rate that might surprise even their doctors—and most of what they’re taking, they chose themselves. The Epoch Times/Shutterstock Nearly two-thirds of U.S. adults take at least one pill each week, and one in six takes five or more, according to a recent study published in JAMA, highlighting how central medications—both over-the-counter and prescription—are to everyday health. Researchers surveyed 21,000 volunteers aged 18 and older between 2023 and 2024 to discover the most common drugs Americans are taking. Top 10 Drugs Taken by Americans The top 10 drugs identified by researchers provide a snapshot of the most common health concerns among Americans. According to the study data, the four drugs occupying the top spots are acetaminophen, ibuprofen, aspirin, and naproxen , all of which are over-the-counter anti-inflammatory drugs that help to treat fevers and moderate pain. Among prescription drugs, atorvastatin (used to lower cholesterol), lisinopril (for blood pressure), and levothyroxine (for thyroid conditions) were the most frequently reported. Less common over-the-counter drugs include diphenhydramine, most familiar as Benadryl, an antihistamine used to treat fevers and allergies, and omeprazole, a drug for acid reflux, which ranks ninth among over-the-counter drugs. Who Is Taking What Women were more likely to report medication use than men—67 percent versus 57 percent. Women also showed higher use of levothyroxine (thyroid replacement) and anti-histamines, while men more commonly reported taking atorvastatin (lowers cholesterol) and metformin , used to treat Type 2 diabetes. Participants were asked to recall their medication use over the previous seven days, aided by sample labels and prompts about common ailments and medical history to improve recall accuracy. Researchers categorized medications by active ingredi...
The first medals of the Games will be awarded in Cortina with the women's and men's Para-Alpine skiing downhill events across all three categories - visually impaired, standing and sitting - at the Tofane Alpine Skiing Centre. In the men's visually impaired competition (09:50), Neil Simpson and his brother and guide Andrew will be hoping to make a solid start to their busy programme in what is pro...
The first medals of the Games will be awarded in Cortina with the women's and men's Para-Alpine skiing downhill events across all three categories - visually impaired, standing and sitting - at the Tofane Alpine Skiing Centre. In the men's visually impaired competition (09:50), Neil Simpson and his brother and guide Andrew will be hoping to make a solid start to their busy programme in what is probably not their strongest event, though they have had a couple of World Cup podium finishes this season. Fred Warburton and James Hannan go in the same event at their first Paralympics. Warburton is a former decathlete who was diagnosed with a degenerative eye condition six years ago and only made his first race start in February 2025. The women's visually impaired race starts the programme at 08:30. This is not Menna Fitzpatrick and guide Katie Guest's best event, though Fitzpatrick won a world title back in 2019. Fitzpatrick, who is Britain's most decorated Winter Paralympian with six medals, has recovered from a broken leg and knee injury over the past 18 months to compete in Italy while Guest will be making her Games debut after missing Beijing following a positive Covid test. Simpson, Warburton, Fitzpatrick and all of their rivals in the VI categories will make their way down the course following a guide who communicates instructions via radio. Canada's Mollie Jepsen will defend her women's standing title, but it is the participation of one of her main rivals - Varvara Voronchikhina - that has led to a lot of discussion. The 23-year-old is one of the six Russians who will compete under their nation's flags after the International Paralympic Committee lifted its ban on athletes from the two countries competing. The Para-snowboard programme kicks off from 10:00 with snowboard cross qualifying to decide rankings before Sunday's head-to-head elimination rounds. Athletes race down a specially built course with features like banks, rollers and jumps. Each athlete has two run...
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting ...
Hello and welcome to the newsletter, a grab bag of daily content from the Odd Lots universe. Sometimes it’s us, Joe Weisenthal and Tracy Alloway, bringing you our thoughts on the most recent developments in markets, finance and the economy. And sometimes it’s contributions from our network of expert guests and sources. Whatever it is, we promise it will always be interesting. If you like chatting with us, check out the Odd Lots Discord , where you can hang out and talk with us and with other listeners 24/7. Here’s what Tracy’s thinking about... Back in September, we published a newsletter with the headline “ The Dramatic Drop in the Dollar Changes Everything ,” pointing out that the post-Liberation Day rally in US stocks didn’t actually look nearly as impressive once you adjusted it for the weaker US currency. Fast forward to today and the dollar is, once again, changing everything. This time, however, the greenback is surging thanks to America’s relative insulation from energy shocks, giving US stocks an extra shine. Bespoke Invest points out that the S&P 500 just outperformed the rest of the world by the biggest two-day margin since the 2008 financial crisis. A stronger dollar is good news for the relative performance of US stocks, clearly, but it also risks magnifying the energy shock to the rest of the world. It tightens financial conditions, raises the cost of servicing dollar-denominated debt, increases the cost of energy imports etc. In that way, the dollar really is changing everything once again. Only this time, instead of hiding how little the US was actually ‘outperforming,’ it’s magnifying how much the rest of the world’s hurting. The irony, of course, is that the proximate cause for this reignition in US stock market exceptionalism is the US’s own exceptionally unusual attack on Iran. In 2026, true exorbitant privilege seems to be the ability to launch an attack and watch your currency and equity market rally at the same time. What Joe is thinking about...
Earnings Call Insights: Daktronics (DAKT) Q3 2026 Management View Bradley Wiemann, Executive Vice President & Advisor to the CEO, highlighted "revenue growth of 21.6% year-over-year despite the effectively shorter work period due to the 3 major holidays as well as adverse weather conditions throughout the quarter," noting efficient manufacturing and major project completions, including five Major ...
Earnings Call Insights: Daktronics (DAKT) Q3 2026 Management View Bradley Wiemann, Executive Vice President & Advisor to the CEO, highlighted "revenue growth of 21.6% year-over-year despite the effectively shorter work period due to the 3 major holidays as well as adverse weather conditions throughout the quarter," noting efficient manufacturing and major project completions, including five Major League Baseball stadiums and the University of Illinois Football's video scoring system. Wiemann reported, "orders in the quarter were once again over $200 million," with new order growth at 7.6%, elevating the product and services backlog to $342 million, "25% higher than it was this time last year." The acquisition of intellectual property and engineering teams from X Display Company (XDC) was announced, expanding micro-LED and micro IC capabilities and enhancing high-resolution product offerings. Wiemann emphasized record order growth in the Transportation segment, particularly airport and intelligent transportation system projects, and highlighted the launch of innovative products, including next-generation indoor video solutions and digital audio facades. Howard Atkins, Acting CFO, stated, "As orders have grown, so has revenue, which at $182 million in the quarter grew more than 20% year-over-year, mostly due to efficient order conversion by our manufacturing teams during the quarter." Atkins further noted, "Gross profit margin in the quarter was essentially flat to the year ago quarter at 24%... offset by the fact that the backlog fulfillment in the quarter was largely from the lower-margin live events business line." Atkins reported, "Daktronics third quarter '26 net income after tax was $3 million or $0.06 per fully diluted share," with adjusted net income of $4.6 million after accounting for nonrecurring expenses. Ramesh Jayaraman, CEO and President, marked the completion of a CEO transition, stating that his primary focus is a "look-listen-learn tour" to refine st...
is a news writer covering all things consumer tech. Stevie started out at Laptop Mag writing news and reviews on hardware, gaming, and AI. Posts from this author will be added to your daily email digest and your homepage feed. Google’s NotebookLM can now turn users’ research and notes into fully animated “cinematic” videos, going a step further than the original video overview feature Google intro...
is a news writer covering all things consumer tech. Stevie started out at Laptop Mag writing news and reviews on hardware, gaming, and AI. Posts from this author will be added to your daily email digest and your homepage feed. Google’s NotebookLM can now turn users’ research and notes into fully animated “cinematic” videos, going a step further than the original video overview feature Google introduced last year. Previously, video overviews could only generate narrated slideshows, but the upgraded video overview feature uses a combination of Google’s AI models, “including Gemini 3, Nano Banana Pro and Veo 3,” to generate animated visuals based on the content of users’ notes. Google says Gemini “determines the best narrative, visual style and format, and even refines its own work to ensure consistency” when generating the videos. This is the latest in a string of recent AI video updates from Google. Last month, Google upgraded its Veo AI video model and expanded access to Flow, its AI video generating tool. Google also recently demoed a new “Project Genie” AI video generator that Verge reporter Jay Peters was able to use to make short knockoff slices of Nintendo games. Cinematic video overviews are available in NotebookLM starting today, but are currently only available in English for users over 18 with a Google AI Ultra subscription. Users can also only generate a max of 20 cinematic video overviews per day.
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in CG Oncology Inc (Symbol: CGON), where a total of 30,377 contracts have traded so far, representing approximately 3.0 million underlying shares. That amounts to about 363.2% of CGON's average daily trading volume over the past month of 836,265 shares. Particularly high volume was seen for th...
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in CG Oncology Inc (Symbol: CGON), where a total of 30,377 contracts have traded so far, representing approximately 3.0 million underlying shares. That amounts to about 363.2% of CGON's average daily trading volume over the past month of 836,265 shares. Particularly high volume was seen for the $90 strike call option expiring June 18, 2026 , with 7,643 contracts trading so far today, representing approximately 764,300 underlying shares of CGON. Below is a chart showing CGON's trailing twelve month trading history, with the $90 strike highlighted in orange: Royal Caribbean Group (Symbol: RCL) saw options trading volume of 31,614 contracts, representing approximately 3.2 million underlying shares or approximately 134.7% of RCL's average daily trading volume over the past month, of 2.3 million shares. Especially high volume was seen for the $350 strike call option expiring April 17, 2026, with 8,036 contracts trading so far today, representing approximately 803,600 underlying shares of RCL. Below is a chart showing RCL's trailing twelve month trading history, with the $350 strike highlighted in orange: And Surgery Partners Inc (Symbol: SGRY) options are showing a volume of 20,059 contracts thus far today. That number of contracts represents approximately 2.0 million underlying shares, working out to a sizeable 97.5% of SGRY's average daily trading volume over the past month, of 2.1 million shares. Especially high volume was seen for the $15 strike put option expiring June 18, 2026, with 10,000 contracts trading so far today, representing approximately 1.0 million underlying shares of SGRY. Below is a chart showing SGRY's trailing twelve month trading history, with the $15 strike highlighted in orange: For the various different available expirations for CGON options, RCL options, or SGRY options, visit StockOptionsChannel.com. Today's Most Active Call & Put Options ...
Key Points All three major indexes recovered from early losses tied to the ongoing war in Iran. The Nasdaq Composite led the rebound with a 1.7% gain, driven by big tech names like Nvidia, Amazon, and Meta. Tech stocks remain well below their 52-week highs despite Wednesday's solid bounce. 10 stocks we like better than NASDAQ Composite Index › The war in Iran is setting the tone for the stock mark...
Key Points All three major indexes recovered from early losses tied to the ongoing war in Iran. The Nasdaq Composite led the rebound with a 1.7% gain, driven by big tech names like Nvidia, Amazon, and Meta. Tech stocks remain well below their 52-week highs despite Wednesday's solid bounce. 10 stocks we like better than NASDAQ Composite Index › The war in Iran is setting the tone for the stock market again. Every major index opened Wednesday's session with a downswing, as the military conflict intensified. But after bottoming out around 9:45 a.m. ET, the market mood lightened and the leading index names have been up by at least 0.6% since mid-morning: 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 » ^SPX data by YCharts Big tech to the rescue Tech stocks led the recovery rally. Chip designer Nvidia (NASDAQ: NVDA) is up by 2.2% as of 2:40 p.m. ET, as Amazon (NASDAQ: AMZN) gained 3.9% and Meta Platforms (NASDAQ: META) saw a 2.2% gain. As a result, the tech-heavy Nasdaq Composite (NASDAQINDEX: ^IXIC) index led the index gains with a 1.7% increase. The trillion-dollar giants had a milder impact on the price-weighted Dow Jones Industrial Average (DJINDICES: ^DJI), and the highest-priced shares in this classic 30-name index chiefly gained 1% or less. In the middle of the pack, the S&P 500 (SNPINDEX: ^GSPC) showed a 1% afternoon gain from its more diversified selection of 503 stocks. Is this a real rally or just a breather? This bounce isn't a victory rally. Nvidia's stock is still down 6% over the last week while Meta and Amazon are up by just 3% in the same period. All three stocks are trading double-digit percentages below their 52-week highs. Some investors are concerned that the AI boom is losing momentum; others expect the same AI tools to kill traditional software development and other industries. I...
Key Points Apple introduced a host of new products at its spring event this week. One of the big surprises was the surprisingly affordable price of its entry-level iPhone 17e, which was the same price as last year. As some component prices skyrocket, Apple is likely leveraging price to gain market share. 10 stocks we like better than Apple › When it comes to the smartphone market, Apple (NASDAQ: A...
Key Points Apple introduced a host of new products at its spring event this week. One of the big surprises was the surprisingly affordable price of its entry-level iPhone 17e, which was the same price as last year. As some component prices skyrocket, Apple is likely leveraging price to gain market share. 10 stocks we like better than Apple › When it comes to the smartphone market, Apple (NASDAQ: AAPL) has long been the biggest winner. Even when the company didn't have the largest market share, it long commanded the largest share of the profits. The final gem in the company's crown came in 2025, when the iPhone became the year's top seller, accounting for 20% of the market, according to Counterpoint Research. The company is also the market leader in several other product categories. Apple has long been known for its premium (read: high-priced) products that cater to the high end of the market, noted for their simplicity of design, superior technology, and ease of use. However, Apple is taking a different approach in 2026. In the face of memory shortages and high component prices, the company held the line on its lowest-priced iPhone, suggesting that Apple is determined to take market share from struggling competitors. 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 » More for less At Apple's big spring event this week, the company introduced several entry-level products that turned heads for being surprisingly affordable, at least by Apple standards. The headliner was the iPhone 17e, which features double the starting storage capacity at 256 GB. Yet the device came with a starting price of $599 -- the same as last year's iPhone 16e -- despite greater capabilities and higher input costs. This was a surprising move by Apple, as the cost of memory and storage chips has skyrocketed this year, driven high...
Key Points Hycroft Mining stock rose 35% in February, as gold and silver prices rebounded. The company could theoretically benefit from rising metal prices, but it doesn't currently operate its mine. The stock is incredibly risky with zero revenue and billions in market capitalization. 10 stocks we like better than Hycroft Mining › Shares of Hycroft Mining (NASDAQ: HYMC) shot up 34.9% in February,...
Key Points Hycroft Mining stock rose 35% in February, as gold and silver prices rebounded. The company could theoretically benefit from rising metal prices, but it doesn't currently operate its mine. The stock is incredibly risky with zero revenue and billions in market capitalization. 10 stocks we like better than Hycroft Mining › Shares of Hycroft Mining (NASDAQ: HYMC) shot up 34.9% in February, according to data from S&P Global Market Intelligence. The company is a prospective gold and silver miner in Nevada, and has enjoyed massive price appreciation alongside the run-up in metals prices in the last twelve months. Hycroft stock is up nearly 2,000% in the last 12 months alone. Here's why the stock ran up yet again in February, and whether it is a buy for your portfolio right now. 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 » Rising prices, but no mining as of yet Due to narratives about safe-haven assets during market uncertainty, gold and silver prices have risen significantly over the last year. In the last 12 months, silver has risen 156% and gold 76%, making it two of the best periods to own these metals in modern history. For a miner like Hycroft, investors see rising commodity costs and envision a boatload of new profits. A mine's input costs -- such as equipment and labor -- will be relatively fixed, while the selling price of metal getting refined can change dramatically, meaning that if the price of gold or silver goes up 100%, that can mean 100% of the increase in revenue from the same mining output falls straight to the bottom line. What's more, in February, Hycroft indicated that it had increased its potential mineral deposits by 55% from new surveys, which could mean a more productive mine when operating. The problem is, Hycroft Mining does not actually operate its mine today. It...
美國參議院否決限制特朗普戰爭權力決議 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國參議院否決限制總統特朗普對伊朗發動進一步軍事行動的戰爭權力議案。 議案由民主共和兩黨議員聯合提出，以47票贊成，53票反對，...
美國參議院否決限制特朗普戰爭權力決議 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國參議院否決限制總統特朗普對伊朗發動進一步軍事行動的戰爭權力議案。 議案由民主共和兩黨議員聯合提出，以47票贊成，53票反對，不獲通過。議案要求總統日後發動攻擊前需得到國會授權，民主黨多次批評特朗普政府對伊朗的軍事行動，未經國會授權是屬違法，去年攻擊伊朗核設施及今年初生擒委內瑞拉總統馬杜羅，同樣沒有取得國會授權。眾議院稍後審議類似議案，預料亦不會通過。
Steve Eisman called it “incredible” that Nvidia Corp grew revenue 73% in a single year, but the stock closed down anyway. On the Real Eisman Playbook podcast the investor, famous for predicting the 2008 crisism walked through the numbers: fiscal Q4 revenue of $68.1 billion, EPS up 82%, and guidance that beat by a wide margin. “Revenue beat, EPS beat, guidance beat by a lot,” Eisman said. A P/E Tha...
Steve Eisman called it “incredible” that Nvidia Corp grew revenue 73% in a single year, but the stock closed down anyway. On the Real Eisman Playbook podcast the investor, famous for predicting the 2008 crisism walked through the numbers: fiscal Q4 revenue of $68.1 billion, EPS up 82%, and guidance that beat by a wide margin. “Revenue beat, EPS beat, guidance beat by a lot,” Eisman said. A P/E That Says Everything Eisman pointed to Nvidia’s forward price-to-earnings of roughly 25x despite projecting 67% EPS growth this fiscal year. The S&P 500 forward PE is 21.6x, per FactSet. Don't Miss: The largest company on the planet, growing earnings at triple the rate of the index, is trading at essentially the same multiple. That gap, Eisman said, “expresses all the doubts now surrounding AI.” Four hyperscalers have already projected $650 billion in combined AI capex for 2026, up from $450 billion last year. “Nvidia’s numbers had to be great,” Eisman said. “And they were.” What Prediction Markets Say The skepticism shows up in prediction markets too. Before earnings, Polymarket gave Nvidia a 93% chance of beating EPS but just a 25% chance of closing above $200 by month-end. The stock finished February at $177. Everyone expected the blowout. Nobody expected it to matter. Trending: Disney Was Built on Character IP — This Pre-IPO Company Is Using the Same Playbook Eisman flagged the $650 billion in projected hyperscaler capex as both Nvidia’s greatest tailwind and its biggest risk. If that spending doesn’t generate returns for the companies writing the checks, the capex cycle reverses and the growth rate that justifies even a 25x multiple vanishes. Polymarket’s AI Bubble Burst by…? contract prices an 15% chance of an industry downturn by year-end on nearly $2 million in volume. Resolution requires three of six triggers within 90 days, including Nvidia falling 50% from its all-time high, SOXX dropping 40%, or OpenAI or Anthropic declaring bankruptcy. The Real Risk Is Downstream ...