Shares of nuclear energy startup Oklo continued higher early Thursday on its announced management changes as the company ramps up for a new phase of growth. Oklo stock soared above a key technical level Wednesday, with nuclear energy stocks on the move and nuclear play Rolls-Royce near a buy point.
Shares of nuclear energy startup Oklo continued higher early Thursday on its announced management changes as the company ramps up for a new phase of growth. Oklo stock soared above a key technical level Wednesday, with nuclear energy stocks on the move and nuclear play Rolls-Royce near a buy point.
US Senators Richard Blumenthal (L) and Elizabeth Warren. Nurphoto | Getty Images Sens. Elizabeth Warren, D-Mass., and Richard Blumenthal, D-Conn., initiated an investigation into the National Labor Relations Board on Wednesday concerning the agency's decision to drop charges against Elon Musk's SpaceX over retaliatory firings, according to correspondence first obtained by CNBC. SpaceX is reportedl...
US Senators Richard Blumenthal (L) and Elizabeth Warren. Nurphoto | Getty Images Sens. Elizabeth Warren, D-Mass., and Richard Blumenthal, D-Conn., initiated an investigation into the National Labor Relations Board on Wednesday concerning the agency's decision to drop charges against Elon Musk's SpaceX over retaliatory firings, according to correspondence first obtained by CNBC. SpaceX is reportedly seeking to go public in June and eyeing a $2 trillion valuation . Under the Biden administration, the NLRB had charged the aerospace and defense firm with illegally firing employees in retaliation for criticism of Musk in an open letter in which they alleged sexist conduct on his part, and a wider culture of sexual harassment at SpaceX. The NLRB dismissed those charges citing jurisdictional issues in February. Warren and Blumenthal have demanded information and records from the NLRB according to correspondence first obtained by CNBC, seeking to determine if the agency dropped the charges based on "political considerations rather than the facts at hand," effectively bowing to the wishes of Musk, who spent around $300 million to propel President Trump back to the White House. When the NLRB dismissed their charges against SpaceX earlier this year, they said the company should be regulated under the Railway Labor Act, which governs labor relations at railroad and airline companies, and punted the employees' complaints to the National Mediation Board. In their letter to NLRB, which was dated April 15, Warren and Blumenthal wrote, "In facilitating this change of agency, the NLRB was effectively killing the case: these workers' wrongful termination charges cannot proceed at the NMB because the NMB's governing law does not protect the same kinds of concerted activities as the NLRB's does." They also said that part of NMB's claim of jurisdictional authority over SpaceX included an "absurd" argument that SpaceX is a "carrier by air transporting mail for or under contract with the U...
First Capital REIT ( FCXXF ) on Thursday said it would be acquired by KingSett Capital and Choice Properties REIT in a cash and stock deal valued at about $9.4 billion, including the assumption of certain debt. Under the terms of the deal , First Capital unitholders will receive consideration of $19.24 in cash and 0.3186 units of Choice Properties per First Capital unit, which represents total con...
First Capital REIT ( FCXXF ) on Thursday said it would be acquired by KingSett Capital and Choice Properties REIT in a cash and stock deal valued at about $9.4 billion, including the assumption of certain debt. Under the terms of the deal , First Capital unitholders will receive consideration of $19.24 in cash and 0.3186 units of Choice Properties per First Capital unit, which represents total consideration of $24.40 per First Capital unit based on the closing unit price of Choice Properties on April 15, 2026. The deal price represents a premium of 17% to First Capital's 20-day volume-weighted average price through April 15 and a premium of 8% to First Capital's Net Asset Value of $22.57 per unit. Upon close of the deal, the company said that Choice Properties will acquire about $5 billion of high-quality retail assets from First Capital, while KingSett will acquire about $4.4 billion of First Capital assets and all the issued and outstanding units. “This Transaction comes at a time when we are seeing renewed optimism and positive momentum in Canadian real estate,” said KingSett CEO Rob Kumer. The deal is expected to close in the second half of this year. More on First Capital Real Estate Investment Trust Historical earnings data for First Capital Real Estate Investment Trust Dividend scorecard for First Capital Real Estate Investment Trust
BrianAJackson/iStock via Getty Images It’s been a while since I last covered HealthEquity ( HQY ) in December 2020. I had a "H old" rating on the stock at the time due primarily to valuation, and that appears to have been a prescient call. Since then, HQY has only delivered a 22% total return, well under the 90% from the S&P 500 ( SPY ). In this article, I revisit HQY, including recent business fu...
BrianAJackson/iStock via Getty Images It’s been a while since I last covered HealthEquity ( HQY ) in December 2020. I had a "H old" rating on the stock at the time due primarily to valuation, and that appears to have been a prescient call. Since then, HQY has only delivered a 22% total return, well under the 90% from the S&P 500 ( SPY ). In this article, I revisit HQY, including recent business fundamentals , and discuss why now may finally be a good time to layer into this growth stock, so let’s get started! Why HQY? HealthEquity operates as the largest independent custodian and administrator of health savings accounts (HSAs) in the United States. At its core, it helps individuals and employers save, spend, and invest funds for healthcare expenses through tax-advantaged accounts. There are few companies in healthcare that sit at the intersection of structural cost pressure, favorable policy momentum, and scalable financial infrastructure. HealthEquity is one of them. What looks like a steady, low-volatility business is quietly evolving into a high-quality compounder. This has been powered by rising healthcare costs, increased customer engagement with HSAs, and a platform that becomes more valuable with scale. Notably, HQY now has 17.8 million accounts and over $36 billion in HSA assets. This has created a data-rich ecosystem where engagement, balances, and monetization reinforce each other. To use a flywheel analogy, as engagement deepens, the business model becomes more valuable and efficient. Recent Performance And Developments Recent developments reinforce this evolution. HQY saw solid revenue growth of 7% YoY during fiscal Q4 2026 (ended 1/31/26). While this does not appear to be spectacular on the surface, the real story lies in the profitability. HQY’s margin expanded by over 500 basis points, and adjusted EBITDA grew by 23% over the prior year period. This implies that HQY has reached an inflection point on earnings acceleration. HQY launched a healthcare ma...
bo feng/iStock via Getty Images The following segment was excerpted from the Longleaf Partners Fund Q1 2026 Commentary During the quarter, we had no new purchases and exited three holdings: Louisiana-Pacific ( LPX ), PayPal ( PYPL ) and Walt Disney ( DIS ). We exited a small, brief and successful investment in Louisiana-Pacific after housing market optimism early in the year led the share price to...
bo feng/iStock via Getty Images The following segment was excerpted from the Longleaf Partners Fund Q1 2026 Commentary During the quarter, we had no new purchases and exited three holdings: Louisiana-Pacific ( LPX ), PayPal ( PYPL ) and Walt Disney ( DIS ). We exited a small, brief and successful investment in Louisiana-Pacific after housing market optimism early in the year led the share price to approach our appraisal value. We exited our underweight position in PayPal after a disappointing operational quarter and a surprising management change decreased our qualitative and quantitative assessment of the company. We also sold Walt Disney earlier in the quarter, as it was one of our higher P/V and more economically sensitive investments, but we hope to get a chance to invest in the company again. CNH – CNH ( CNH ), a leading global agriculture and construction equipment manufacturer, was a contributor for the quarter. The company reported better-than-expected Q4 2025 results and issued a conservative guide for 2026. CNH’s revenues have been coming down over the last three years, and operating margin in the core agricultural equipment business is forecast to decline from over 15% in 2023 to around 5% in 2026. 2026 is likely to be at or close to the cyclical trough, and we expect sales will start growing again from 2027 onwards. CNH operates in a concentrated industry with rational competition and pricing power. With sales growth, operating margin and earnings can expand at a rapid clip. In addition, we are glad to see that the company has restarted partnership discussions for its sub-scale construction equipment business. A potential partial monetization or an outright sale of this business could be value accretive and would allow management to focus on the agricultural business. FedEx – Global logistics company FedEx ( FDX ) was a contributor for the quarter. The stock responded to another quarter of strong execution, led by continued momentum at the Federal Expres...
I've had personal finance conversations with my kids, and they're not always enthusiastic about them. I get it; finance and investing can't hold a candle to thinking about Star Wars and video games. But in those conversations, I've been reminded that everyone approaches their finances and investing differently. My kids may never be interested in buying individual stocks , and that's perfectly fine...
I've had personal finance conversations with my kids, and they're not always enthusiastic about them. I get it; finance and investing can't hold a candle to thinking about Star Wars and video games. But in those conversations, I've been reminded that everyone approaches their finances and investing differently. My kids may never be interested in buying individual stocks , and that's perfectly fine. However, I do want them to understand that putting their money somewhere so it can grow over time is a good idea. And there's one fund I've reminded them to buy: the Vanguard S&P 500 ETF (NYSEMKT: VOO) . Continue reading
Roman Chekhovskoy/iStock via Getty Images Thesis: Upside Going Into H2-2026 The big news concerning Hims & Hers ( HIMS ) this week has been the announcement of a set of upcoming July advisory meetings led by the FDA. Some investors are clearly viewing this as a pivotal regulatory moment for compounded peptide therapies, particularly GLP-1 drugs like semaglutide. It seems the agency is reassessing ...
Roman Chekhovskoy/iStock via Getty Images Thesis: Upside Going Into H2-2026 The big news concerning Hims & Hers ( HIMS ) this week has been the announcement of a set of upcoming July advisory meetings led by the FDA. Some investors are clearly viewing this as a pivotal regulatory moment for compounded peptide therapies, particularly GLP-1 drugs like semaglutide. It seems the agency is reassessing whether certain compounds can actually be safely produced outside traditional approval pathways despite prior restrictions. We obviously have approved therapies from companies like Novo Nordisk ( NVO ), which have had to demonstrate tightly controlled pharmacokinetics, reproducible receptor activation, and validated long-term outcomes to get approval. However, compounded alternatives have basically done extremely well on unmet demand and accessibility, even though there is a lot of scientific and regulatory uncertainty around consistency and safety. It would then mean the bull case is that if the FDA ultimately adopts a controlled but permissive framework, in that they allow select peptides to be compounded under stricter quality/sourcing standards, it would then essentially legitimise a parallel supply channel for Hims. This would then unlock renewed growth for Hims and allow it to reintroduce or expand its GLP-1 offerings, which helped the stock price hit multiple peaks across 2025. I think in that scenario, the market’s current discount on revenue multiples could reverse since there will be regulatory clarity to help reduce the risk and also validate Hims’ role as a high-growth distribution platform. However, that being said, the flip side case would see the FDA using this regulatory assessment to reinforce their prior ban. In that they use this to build a much stronger case against the use of compounded versions of GLP-1 and put to rest a lot of noise from parties calling for a review. So there’s obviously a lot of risk here, but I do think we could see the stock gainin...
Stellantis accelerates AI-led strategy and digital transformation through strategic collaboration with Microsoft to enhance customer experiences Microsoft Source
Stellantis accelerates AI-led strategy and digital transformation through strategic collaboration with Microsoft to enhance customer experiences Microsoft Source
JHVEPhoto Charles Schwab ( SCHW ) stock fell 2.6% in Thursday premarket trading after the brokerage firm's revenue lagged consensus on disappointing net interest revenue. Q1 adjusted EPS of $1.43, topping the consensus of $1.39, rose from $1.39 in Q4 2025 and $1.04 in last year’s Q1. Net revenue of $6.48B, missing the average analyst estimate of $6.49B, increased from $6.34B in the prior quarter a...
JHVEPhoto Charles Schwab ( SCHW ) stock fell 2.6% in Thursday premarket trading after the brokerage firm's revenue lagged consensus on disappointing net interest revenue. Q1 adjusted EPS of $1.43, topping the consensus of $1.39, rose from $1.39 in Q4 2025 and $1.04 in last year’s Q1. Net revenue of $6.48B, missing the average analyst estimate of $6.49B, increased from $6.34B in the prior quarter and $5.60B a year ago. The company emphasized strong client engagement during a volatile period. "Schwab’s diversified model delivered record results within an increasingly uncertain macroeconomic environment," said Chief Financial Officer Mike Verdeschi. "Driven by robust client engagement across our wealth, trading, and lending solutions, total first-quarter revenue increased 16% year-over-year to $6.5B." Trading revenue of $1.09B grew 2% Q/Q and 20% Y/Y. Asset management and administration fees totaled $1.76B, up 2% Q/Q and 15% Y/Y. Net interest revenue of $3.14B, trailing the Visible Alpha consensus of $3.18B, dipped from $3.17B in Q4 and climbed from $2.71B in Q1 2025. Active brokerage accounts rose 2% Q/Q and 6% Y/Y to 39.1M. Bank deposits at $253.0B slipped 1% Q/Q and increased 7% Y/Y. For Q1, core net new assets were $140.0B vs. $163.9B in Q4. Excluding a $17.5B outflow from a planned mutual fund clearing deconversion, Q1 2026 core net new assets equaled $157.5B. March core net new assets reached $79.7B, its second-highest month on record. Client transactional sweep cash balances ended the quarter at $461.5B, a Q/Q increase of $7.5B, reflecting seasonality, organic growth, and client asset allocation decisions. Q1 average money market fund client assets of $700.8B vs. $693.8B in Q4 and $641.5B in last year’s Q1. Client margin loan balances ended the quarter at $126.7B, up 13% from Q4 2025 and 52% from Q1 2025. Total expenses, excluding interest, were $3.29B vs. $3.16B in the prior quarter and $3.14B a year ago. Conference call at 8:30 AM ET. More on Charles Schwab Ch...
How long did you have to wait? Perhaps you are in a queue now. Tell us your experience The new EU entry-exit system (EES) has caused huge delays at border checks, with some people waiting for up to three hours , airports say. Passengers in airports in countries such as France, Germany, Belgium, Italy, Spain and Greece are waiting several hours, the Airports Council International (ACI) body has sai...
How long did you have to wait? Perhaps you are in a queue now. Tell us your experience The new EU entry-exit system (EES) has caused huge delays at border checks, with some people waiting for up to three hours , airports say. Passengers in airports in countries such as France, Germany, Belgium, Italy, Spain and Greece are waiting several hours, the Airports Council International (ACI) body has said. Continue reading...
(RTTNews) - While reporting financial results for the first quarter on Thursday, workforce solutions company ManpowerGroup, Inc. (MAN) said it expects earnings for the second quarter in a range of $0.91 to $1.01 per share.
(RTTNews) - While reporting financial results for the first quarter on Thursday, workforce solutions company ManpowerGroup, Inc. (MAN) said it expects earnings for the second quarter in a range of $0.91 to $1.01 per share.
McDonald's (NYSE: MCD) is expanding its beverage options. For Dutch Bros (NYSE: BROS) , it's a liquid situation. McDonald's is confirming that it will roll out handcrafted sodas and refreshers next month. Flavored energy drinks will follow this summer. If you're Dutch Bros, the move by the baron of burgers is both flattering and alarming. The fast-growing provider of quick-service beverages has bu...
McDonald's (NYSE: MCD) is expanding its beverage options. For Dutch Bros (NYSE: BROS) , it's a liquid situation. McDonald's is confirming that it will roll out handcrafted sodas and refreshers next month. Flavored energy drinks will follow this summer. If you're Dutch Bros, the move by the baron of burgers is both flattering and alarming. The fast-growing provider of quick-service beverages has built an empire on raising the bar for creative drinks that are trending with younger sippers. Now Mickey D's has a straw reaching across the room to drink up Dutch Bros' business? I'm not buying it. It's not just wishful thinking; it's as easy as reading up on history. Image source: Getty Images. Continue reading