Google plans to announce its new generation of custom-designed chips, known as tensor processing units, or TPUs, this week. Bloomberg’s Dina Bass discusses what differentiates these chips for running AI and why Google has an edge over competitors. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)
Google plans to announce its new generation of custom-designed chips, known as tensor processing units, or TPUs, this week. Bloomberg’s Dina Bass discusses what differentiates these chips for running AI and why Google has an edge over competitors. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” (Source: Bloomberg)
Alphabet stock is approaching its record highs after last week's rally. However, the stock's near-term risk-reward does not look too favorable given the rich valuations and volatile macro environment.
Alphabet stock is approaching its record highs after last week's rally. However, the stock's near-term risk-reward does not look too favorable given the rich valuations and volatile macro environment.
Oil prices could rise to $110 per barrel if traffic in the Strait of Hormuz remains disrupted for another month, according to Citigroup. Global crude and product inventory losses from the US war on Iran could rise to an estimated 1.3 billion barrels should the vital shipping route remain blocked for another four weeks, the firm said. Even if a ceasefire extension is signed this week and shipping t...
Oil prices could rise to $110 per barrel if traffic in the Strait of Hormuz remains disrupted for another month, according to Citigroup. Global crude and product inventory losses from the US war on Iran could rise to an estimated 1.3 billion barrels should the vital shipping route remain blocked for another four weeks, the firm said. Even if a ceasefire extension is signed this week and shipping through the strait, along with production, gradually resumes through May, total global crude and product inventories are expected to decline by roughly 900 million barrels. That consists of 500 million barrels already lost and another 400 million of anticipated losses stemming from ramp-up delays and conflict-related damages. Another two-month disruption of Hormuz, however, could take approximately 1.7 billion barrels offline and push prices to $130 a barrel, according to Citi. But even if the conflict ends this week, Citi predicts global crude and fuel inventories will reach their lowest levels in eight years by the end of June. Rebuilding those stockpiles would likely take more than two years, assuming a rapid return to a one million barrels a day surplus market post-conflict, the firm said. Read More: Hormuz Flows at Standstill as US Vessel Seizure Deepens Risk The bank predicts that a preliminary agreement between Iran and the US will be signed or the ceasefire will be extended this week, and that could turn into a more comprehensive deal. “That said, we remain prepared to pivot toward a more protracted disruption scenario should negotiations falter,” Citigroup analysts led by Max Layton wrote in a note. Oil prices are up 5% to trade above $95 a barrel in New York on Monday after US President Donald Trump said that it’s “highly unlikely” he would extend a ceasefire and that the strait would remain blocked until an agreement is finalized. The on-going energy crisis has triggered an unprecedented supply shock, intensifying inflationary pressures and weighing on worldwide e...
RobsonPL Goldman Sachs said its bullish view on Philip Morris International ( PM ) was reinforced by the company's new report segmentation. The company scrapped its old four-region setup and will now report across the distinct business segments of International Smoke‑Free, International Combustibles, and U.S. The reporting change starts with the Q1 earnings report due out this week, and Philip Mor...
RobsonPL Goldman Sachs said its bullish view on Philip Morris International ( PM ) was reinforced by the company's new report segmentation. The company scrapped its old four-region setup and will now report across the distinct business segments of International Smoke‑Free, International Combustibles, and U.S. The reporting change starts with the Q1 earnings report due out this week, and Philip Morris ( PM ) will recast earnings back to 2023 for comparability. In addition, Philip Morris ( PM ) has pulled certain FX and equity‑comp expense items into a new "Corporate expenses and other" line, slightly shifting segment margins but not total earnings. Analyst Bonnie Herzog thinks the new reporting segmentation will help give investors greater visibility into the sales and earnings growth upside as the company continues to transform into a smoke-free business. The firm sees continued upside in the U.S. for Philip Morris ( PM ), which will ultimately be the company's largest and most profitable market. Herzog and her team updated EPS estimates up slightly on PM while maintaining the Buy rating and 12-month price target of $205. "We continue to see a pathway for strong top- and bottom-line growth over the next several years, given the compounding effect of IQOS and opportunities with ZYN. To put it simply, there aren't many Staples companies right now delivering (and guiding) mid- to high single-digit dollar topline growth, with volume and impressive DD dollar EPS growth," advised Herzog. "Ultimately, PM is transforming into a faster-growing and more profitable business - an earnings compounder with an attractive valuation," she added. Philip Morris ( PM ) will issue its first-quarter earnings report on April 22 before the market opens. More on Philip Morris Philip Morris: Expect Upside Surprise From Q1 2026 Results Philip Morris: The Market Is Underpricing The Smoke-Free Transformation Philip Morris: I Will Wait For A Deeper Pullback Before Adding More (Rating Downgrade) ...
Scott Olson/Getty Images News Bayer ( BAYZF ) ( BAYRY ) is confronting a pivotal moment in its long-running Roundup litigation as thousands of plaintiffs decide whether to accept a proposed $7.5 billion settlement or continue pursuing individual lawsuits, a choice that could shape the company’s future legal exposure, The Wall Street Journal reported Monday. The German pharmaceutical and agricultur...
Scott Olson/Getty Images News Bayer ( BAYZF ) ( BAYRY ) is confronting a pivotal moment in its long-running Roundup litigation as thousands of plaintiffs decide whether to accept a proposed $7.5 billion settlement or continue pursuing individual lawsuits, a choice that could shape the company’s future legal exposure, The Wall Street Journal reported Monday. The German pharmaceutical and agriculture group has spent years trying to contain claims that Roundup weedkiller caused cancer, allegations Bayer denies. The company says the product is safe and supported by regulatory reviews. A Missouri judge gave preliminary approval in March to the latest settlement framework, which would raise Bayer’s ( BAYZF ) ( BAYRY ) total Roundup-related costs to roughly $22 billion. For investors, the outcome is significant because Bayer ( BAYZF ) ( BAYRY ) needs broad participation in the settlement to reduce uncertainty that has weighed on its valuation since the 2018 Monsanto acquisition. If too many claimants opt out, Bayer ( BAYZF ) ( BAYRY ) may remain exposed to years of costly litigation, and management has already said it could consider other options, including restructuring measures such as bankruptcy-related strategies. The company is also awaiting a U.S. Supreme Court hearing on April 27 in a case that could narrow future claims. A favorable ruling for Bayer ( BAYZF ) ( BAYRY ) could lead to dismissal of many pending lawsuits and strengthen its negotiating position. Some plaintiffs’ lawyers have criticized the settlement as inadequate, while others argue accepting compensation now may be less risky than trial, where Bayer ( BAYZF ) ( BAYRY ) has won a majority of completed Roundup cases to date. More on Bayer Bayer: Turnaround Is Underway - Don't Miss It Bayer Aktiengesellschaft 2025 Q4 - Results - Earnings Call Presentation Bayer Aktiengesellschaft (BAYRY) Q4 2025 Earnings Call Transcript Bayer U.S. chief says tariffs won’t impact 2026 outlook Bayer pushes for higher drug ...
Personal finance author Ramit Sethi criticized Pershing Square Capital Management founder Bill Ackman, who slammed a proposed tax on secondary homes in New York. “Wealthy people used to build libraries, not post 40,000-word incoherent rants on Twitter,” Sethi said on X on Thursday. The exchange came after New York City Mayor Zohran Mamdani posted on X on Wednesday, “Happy Tax Day, New York. We're ...
Personal finance author Ramit Sethi criticized Pershing Square Capital Management founder Bill Ackman, who slammed a proposed tax on secondary homes in New York. “Wealthy people used to build libraries, not post 40,000-word incoherent rants on Twitter,” Sethi said on X on Thursday. The exchange came after New York City Mayor Zohran Mamdani posted on X on Wednesday, “Happy Tax Day, New York. We're taxing the rich,” alongside a video signaling support for a proposed law aimed at high-end property
An Amish woman and her six children ranging in age from three to 11 were killed in a swift-moving house fire after an explosion that shook nearby houses in rural north-central Pennsylvania, authorities said on Monday. Firefighters responding to a report of an explosion and fire at a home in Lamar Township in Clinton County near Mill Hall on Sunday morning said seven people were trapped, but they c...
An Amish woman and her six children ranging in age from three to 11 were killed in a swift-moving house fire after an explosion that shook nearby houses in rural north-central Pennsylvania, authorities said on Monday. Firefighters responding to a report of an explosion and fire at a home in Lamar Township in Clinton County near Mill Hall on Sunday morning said seven people were trapped, but they could not search the house engulfed in flames, Pennsylvania State Police said in a statement. All...
In this article ATAI CMPS HELP DFTX Follow your favorite stocks CREATE FREE ACCOUNT Advocates attend a news conference about the "impact of incarcerating those charged with marijuana-related offenses," and policy reform ideas, outside the U.S. Capitol on Monday, April 20, 2026. Tom Williams | CQ-Roll Call, Inc. | Getty Images A White House executive order on psychedelics, signed by President Donal...
In this article ATAI CMPS HELP DFTX Follow your favorite stocks CREATE FREE ACCOUNT Advocates attend a news conference about the "impact of incarcerating those charged with marijuana-related offenses," and policy reform ideas, outside the U.S. Capitol on Monday, April 20, 2026. Tom Williams | CQ-Roll Call, Inc. | Getty Images A White House executive order on psychedelics, signed by President Donald Trump on Saturday, aims to speed up research on drugs like psilocybin, MDMA and ibogaine, helping to legitimize an industry that's long lived largely underground. But it also raises a broader question: Will psychedelics fall victim, like cannabis has, to a slow-moving federal process? The latest executive order comes roughly four months after an effort by President Donald Trump to reschedule cannabis, opening the door to greater research and investment opportunities. But since that directive, progress to reclassify cannabis has largely stalled, with the Drug Enforcement Administration review still ongoing and no final decision on moving marijuana from Schedule I to the lesser Schedule III. The delay reflects how drug policy often slows once it enters interagency review, where scientific evaluation, legal standards and politics meet. "The process has certainly been slow and frustrating for stakeholders when you consider they have spent decades fighting marijuana's outrageous 1970s-era misclassification," said Shawn Hauser, partner at cannabis law firm Vicente LLP. Vicente LLP also serves as legal counsel for the National Compassionate Care Council (NCCC), a coalition of healthcare stakeholders focused on evidence-based cannabis policy. The psychedelics order, however, focuses on research acceleration rather than legalization. It directs agencies like the U.S. Food and Drug Administration to expand clinical trials and "Right to Try" access for patients with serious mental health conditions, while leaving drug scheduling unchanged. AtaiBeckley is among a number of psychedeli...
bpawesome/iStock via Getty Images Introduction Back in August 2025 , I wrote my last article on W. P. Carey ( WPC ), where I provided reasons to either buy, hold, or sell. Buyers - among others - would be drawn to the stock because of the high single-digit expected return and inflation protection due to CPI-linked lease structures. There were good reasons to give the stock a 'hold' rating as well ...
bpawesome/iStock via Getty Images Introduction Back in August 2025 , I wrote my last article on W. P. Carey ( WPC ), where I provided reasons to either buy, hold, or sell. Buyers - among others - would be drawn to the stock because of the high single-digit expected return and inflation protection due to CPI-linked lease structures. There were good reasons to give the stock a 'hold' rating as well due to the fact that shares were trading around fair value (more on the way I measure this in this article). I also wrote the case for selling this stock. It had everything to do with so-called 'opportunity costs': the return you "lost" by not going after more lucrative market opportunities. Back in August, I did not see compelling reasons to sell the stock myself. Including dividends, WPC returned around 25% in the last twelve months. This is a very good return when I compare it to many of my other REIT holdings. Seeking Alpha Charts I sold my position last year because of the sharp share price appreciation, combined with the earlier mentioned opportunity costs. It made me swap positions. WPC still remains a core position in the family portfolios that I manage. Today, I will show you why I still believe WPC to be a good REIT for many investors. And for those wondering: Yes, it is still a REIT that I have on my watchlist. Stock Valuation When you take a look at Mr. Market's historic valuation of WPC, you can see whether a stock is somewhat over- or undervalued. It certainly is not some sort of 'hard science,' but it gives us some idea of what Mr. Market currently thinks of a REIT. Most triple net REITs, like WPC, can be analyzed best by looking at the adjusted funds from operations (AFFO). Compared to funds from operations (FFO), AFFO excludes the non-cash straight-line rent from FFO (shown in the quarter-on-quarter financial data just below) to provide us with a better picture of the dividend safety. It is worthwhile to check the stock-based compensation, which is a non-ca...
The new Sonos Era 100 SL keeps costs down by dropping the mics, but if you’d rather keep hands-free voice controls, picking up a refurbished, non-SL model is the way to go. Thankfully, Sonos is taking up to 25 percent off a range of refurbished gear through April 24th, dropping the price of the Sonos Era 100 to $134 with a one-year warranty. That’s $85 cheaper than buying a new model, and still $5...
The new Sonos Era 100 SL keeps costs down by dropping the mics, but if you’d rather keep hands-free voice controls, picking up a refurbished, non-SL model is the way to go. Thankfully, Sonos is taking up to 25 percent off a range of refurbished gear through April 24th, dropping the price of the Sonos Era 100 to $134 with a one-year warranty. That’s $85 cheaper than buying a new model, and still $55 less than the mic-less SL. If you want bigger, more immersive sound, the Era 300 is also available for $329, which is $150 less than buying it new. Sonos Era 100 (refurbished) Where to Buy: $179 $134 at Sonos Sonos Era 300 (refurbished) Where to Buy: $389 $329 at Sonos Equipped with dual tweeters and a larger midwoofer, Sonos’ midrange smart speaker produces rich, detailed sound that handles bass surprisingly well. It also supports Bluetooth and line-in audio via an optional USB-C adapter , so you can connect external sources such as turntables. You can also use the Era 100 as a reliable assistant, thanks to built-in mics that let you play music, adjust the volume, and perform other hands-free actions via Amazon Alexa or Sonos Voice Control (there’s also a switch on the back to disable the mics entirely). Like other Sonos speakers, the Era 100 also integrates well with the broader Sonos ecosystem. You can pair two Era 100s for stereo sound, or pair them with a Sonos soundbar. It also supports Apple’s AirPlay 2 and Sonos’ Trueplay tuning, which optimizes sound based on your space. The Era 300, meanwhile, offers many of the same features — including Bluetooth, Wi-Fi, and line-in support — but is a larger, more powerful speaker designed for spatial audio. It delivers more robust sound than the Era 100 thanks to its six drivers and support for Dolby Atmos, making it a better choice if you want a more immersive listening experience, especially in larger rooms or as part of a home theater setup. Read our full Sonos Era 100 and Era 300 reviews. Three more deals worth a look Anke...
Nuclear energy is a technology that's finally getting the attention it deserves, between the power needs of artificial intelligence (AI) and the fragility of global fossil fuel energy markets being laid bare by the closure of the Strait of Hormuz. According to the World Nuclear Association, there are 75 nuclear reactors under construction around the world, with another 120 planned. In all, 39 of t...
Nuclear energy is a technology that's finally getting the attention it deserves, between the power needs of artificial intelligence (AI) and the fragility of global fossil fuel energy markets being laid bare by the closure of the Strait of Hormuz. According to the World Nuclear Association, there are 75 nuclear reactors under construction around the world, with another 120 planned. In all, 39 of those 75 reactors being built are in China. Japan is reactivating its nuclear grid after roughly a decade of inactivity. And the U.S. Department of Energy has set a goal to triple its nuclear output by the middle of the century. Continue reading
As the saying goes, there are many possible reasons for an insider to sell a stock, but only one reason to buy -- they expect to make money. So let's look at two noteworthy recent insider buys. At Home BancShares, a filing with the SEC revealed that on Friday, CEO John W. Alli
As the saying goes, there are many possible reasons for an insider to sell a stock, but only one reason to buy -- they expect to make money. So let's look at two noteworthy recent insider buys. At Home BancShares, a filing with the SEC revealed that on Friday, CEO John W. Alli