HIVE Digital (Nasdaq: HIVE) is rapidly transforming its business model to become a major player in the artificial intelligence (AI) revolution. Aydin Kilic, President and CEO of HIVE, recently detailed the company's rapid growth, highlighting a journey that began with just $1 million in ...
HIVE Digital (Nasdaq: HIVE) is rapidly transforming its business model to become a major player in the artificial intelligence (AI) revolution. Aydin Kilic, President and CEO of HIVE, recently detailed the company's rapid growth, highlighting a journey that began with just $1 million in ...
According to an SEC filing dated April 15, 2026, Sowa Financial Group, Inc. increased its position in Harbor Commodity All-Weather Strategy ETF (NYSE:HGER) by 217,816 shares during the quarter ended March 31, 2026. The quarter-end value of the stake increased by $10.24 million, a change reflecting both trading activity and price appreciation. Sowa Financial Group, Inc. increased its position in Ha...
According to an SEC filing dated April 15, 2026, Sowa Financial Group, Inc. increased its position in Harbor Commodity All-Weather Strategy ETF (NYSE:HGER) by 217,816 shares during the quarter ended March 31, 2026. The quarter-end value of the stake increased by $10.24 million, a change reflecting both trading activity and price appreciation. Sowa Financial Group, Inc. increased its position in Harbor Commodity All-Weather Strategy ETF, bringing the stake to 12.0% of its 13F reportable AUM. Top holdings after the filing: Continue reading
On Wednesday, Tesla stock had one of its best days in months, as it looks to end an eight-week losing streak. Tesla stock could become actionable if it makes a decisive move above the 200-day line. Tesla is due to report first-quarter earnings on April 22.
On Wednesday, Tesla stock had one of its best days in months, as it looks to end an eight-week losing streak. Tesla stock could become actionable if it makes a decisive move above the 200-day line. Tesla is due to report first-quarter earnings on April 22.
adventtr/iStock via Getty Images By Daniel Chu, CFA, Charles Hamieh, Shane Hurst, and Nick Langley Real Assets, Real Resilience Market Overview Listed infrastructure outperformed global equities in the first quarter of 2026 as a selloff in software stocks drove a market rotation into more defensive sectors and war in Iran raised inflation fears and underscored a flight to safety. For the quarter, ...
adventtr/iStock via Getty Images By Daniel Chu, CFA, Charles Hamieh, Shane Hurst, and Nick Langley Real Assets, Real Resilience Market Overview Listed infrastructure outperformed global equities in the first quarter of 2026 as a selloff in software stocks drove a market rotation into more defensive sectors and war in Iran raised inflation fears and underscored a flight to safety. For the quarter, natural gas utilities and pipelines led the listed infrastructure sectors in our universe; renewables and North American and European utilities also delivered strong returns, helped by rising earnings expectations driven by higher capex needs to support increased power demand, generation mix changes, asset resiliency and modernization programs. GDP-sensitive toll roads, airports and rails also held onto gains; North American freight rails benefited from improved economic conditions, with the Purchasing Managers Index entering expansionary territory for the first time in three years. In Europe, we saw some M&A activity, notably from French electric utility Engie ( ENGIY ), which acquired UK Electric Networks. Several airport companies, meanwhile, began negotiations for airport charges for their next regulatory cycle; they are proposing to meaningfully step up investments to support traffic growth across their platforms. The escalation of military tensions with Iran in March led to supply disruptions across key energy and commodity markets, including oil, LNG and other critical resources moving through the Middle East. This contributed to renewed inflation pressures globally as higher energy, transport and input costs flow through supply chains. This commodity disruption played out in sector performance in March, with natural gas utilities and pipelines delivering strong returns, North American and European utilities modestly down but still outperforming the major infrastructure indexes and global equities, and GDP-sensitive user toll roads, airports and rails underperforming...
The U.S. and Israel's war with Iran has been a substantial source of market volatility since it kicked off at the end of February. In response to the conflict, Iran moved to close the Strait of Hormuz -- a shipping channel through which between 20% and 25% of global oil shipments are estimated to pass through. Citadel CEO Ken Griffin recently weighed in on the potential implications of the Strait ...
The U.S. and Israel's war with Iran has been a substantial source of market volatility since it kicked off at the end of February. In response to the conflict, Iran moved to close the Strait of Hormuz -- a shipping channel through which between 20% and 25% of global oil shipments are estimated to pass through. Citadel CEO Ken Griffin recently weighed in on the potential implications of the Strait of Hormuz remaining closed for a sustained period of time, and his comments are eye-catching. Citadel is widely held to be the most successful hedge fund in history, so many investors take note when Ken Griffin makes investment moves or weighs in with market commentary. Speaking yesterday, Griffin said that the world is looking at a global recession if the Strait of Hormuz remains closed for the next six to 12 months. If the shipping channel remains closed for that duration, Griffin believes that a global recession is unavoidable -- and he's likely correct. Image source: Getty Images. Continue reading
The International Monetary Fund and World Bank are historically beacons of free trade, capitalism and financial market wisdom. But at their spring meetings, the emerging theme has a contrarian vibe: Investors are underestimating the economic damage from the Iran war. Across public panels, private dinners and other meetings on the sidelines of this week’s events in Washington, the growing consensus...
The International Monetary Fund and World Bank are historically beacons of free trade, capitalism and financial market wisdom. But at their spring meetings, the emerging theme has a contrarian vibe: Investors are underestimating the economic damage from the Iran war. Across public panels, private dinners and other meetings on the sidelines of this week’s events in Washington, the growing consensus is that the impact of the conflict on the global economy is likely to get significantly worse before it gets better — even if a lasting peace is negotiated soon. The world is witnessing more than just another shock, according to government officials and other participants who spoke in the opening days of the talks. What’s likely to take root, they caution, is structural change involving higher costs, longer trade routes and a denser cloud of geopolitical uncertainty that will mean a world with a slower growth potential. “What we are seeing is the tip of the iceberg,” Ali bin Ahmed Al Kuwari , the Qatari finance minister, said at the IMF on Wednesday as US equities flirted with record highs and oil prices stayed below $100 a barrel. Al Kuwari, whose economy has suffered heavy damage to its liquefied natural gas exports, laid out a one- to two-month scenario where the current energy price shock shifts into shortages for some governments that “won’t have enough energy to light up their countries.” A food crisis stemming from a fertilizer crunch won’t be far behind, he warned. Qatar, he reminded the audience, is the source of almost one-third of the world’s helium, which is needed to make semiconductors. “You’ll see huge economic impact as a result of this war,” Al Kuwari said. “It’s not going to be far away.” Trump administration officials have called for calm and restraint, especially from central bankers adopting a wait-and-see approach to the need for interest rate increases to counter inflation pressures. The short-term pain now will be worth the benefit longer term of en...
U.S. Vice President JD Vance, right, speaks during a news conference after meeting with representatives from Pakistan and Iran, as U.S. President Donald Trump's son-in-law Jared Kushner, left, and U.S. Special Envoy to the Middle East Steve Witkoff watch, in Islamabad, April 12, 2026. Jacquelyn Martin | AFP | Getty Images The U.S. and Iran will likely return to Pakistan next week for a second roun...
U.S. Vice President JD Vance, right, speaks during a news conference after meeting with representatives from Pakistan and Iran, as U.S. President Donald Trump's son-in-law Jared Kushner, left, and U.S. Special Envoy to the Middle East Steve Witkoff watch, in Islamabad, April 12, 2026. Jacquelyn Martin | AFP | Getty Images The U.S. and Iran will likely return to Pakistan next week for a second round of peace negotiations, two senior Pakistani officials told MS NOW on Wednesday. The latest sign of the countries' continuing efforts to reach a diplomatic end to the war came from officials who are involved in finalizing decisions with the U.S. and Iranian teams, but did not want to be named because of sensitivities around negotiations, MS NOW reported. The step toward resuming the stalled peace talks came as tensions in the Persian Gulf continued to rise, further imperiling a shaky two-week ceasefire between the U.S. and Iran. Oil tanker traffic through the Strait of Hormuz remains at a trickle as Iran continues to pose threats to passing vessels and the U.S. enforces a retaliatory blockade of Iranian ports. President Donald Trump , who said last week that the ceasefire agreement was subject to the strait being fully reopened, had complained about the lack of activity in the vital shipping route prior to announcing the blockade . On Wednesday, Iranian state news outlet Fars reported that Tehran was suspending all petrochemical exports until further notice. U.S. Vice President JD Vance, left, speaks with Pakistani Prime Minister Shehbaz Sharif ahead of their meeting on Iran amid the US-Iran peace talks in Islamabad, April 11, 2026. Jacquelyn Martin | AFP | Getty Images Still, the White House said Wednesday it is optimistic about a possible peace agreement coming into view. "Discussions are being had," and "we feel good about the prospects of a deal," press secretary Karoline Leavitt told reporters at a White House briefing, while cautioning that the next round of in-perso...
Live Nation-Ticketmaster is an illegal monopolist, a Manhattan jury ruled, according to Bloomberg . The verdict, reached after several days of deliberation, leaves the live entertainment giant open to a potential breakup - which was the stated goal of the lawsuit back when it was filed by the Biden administration's Department of Justice. Such an outcome would go far beyond the settlement that the ...
Live Nation-Ticketmaster is an illegal monopolist, a Manhattan jury ruled, according to Bloomberg . The verdict, reached after several days of deliberation, leaves the live entertainment giant open to a potential breakup - which was the stated goal of the lawsuit back when it was filed by the Biden administration's Department of Justice. Such an outcome would go far beyond the settlement that the Trump administration's DOJ reached with Live Nation one week into trial. Still, Judge Arun Subramanian could opt for lesser remedies than a breakup, and any outcome will likely be the subject of appeals. The trial spanned about six weeks, includin … Read the full story at The Verge.
Lucy Lambriex/DigitalVision via Getty Images Sylvamo Corporation ( SLVM ) is currently undergoing a transitional year with significant capital reinvestments in bolstering operations, positioning itself for a robust turnaround in eFY27. While eFY26 may turn out to be a challenging year for Sylvamo given the market dynamics and potential power constraints that may impact its European operations, I b...
Lucy Lambriex/DigitalVision via Getty Images Sylvamo Corporation ( SLVM ) is currently undergoing a transitional year with significant capital reinvestments in bolstering operations, positioning itself for a robust turnaround in eFY27. While eFY26 may turn out to be a challenging year for Sylvamo given the market dynamics and potential power constraints that may impact its European operations, I believe looking beyond the fiscal year can present a compelling investment opportunity, particularly when considering the shares’ robust 4.20% dividend yield and 5.43x EV/aEBITDA trading premium. Given the fundamental value of Sylvamo, I am recommending SLVM shares with a Buy rating with a price target of $50.70/share at 3.85x eFY27 EV/aEBITDA. Sylvamo Operational Update Corporate Filings 2025 was a pivotal year for Sylvamo following a leadership change paired with capital reinvestment in operations to deliver more durable growth for the coming years. Sylvamo is entering eFY26 with improving economics across Europe, with paper price increases setting the stage for a recovery, while Latin America entered the fiscal year with weaker seasonality. Overall, Sylvamo should realize improved paper prices across its geographies in the near term, potentially creating modest tailwinds at the top line. Looking at expected volume sales, European volumes are expected to improve, offset by the exit of the Riverdale agreement in North America, resulting in an expected -4.6% decline in total volume sales for eFY26. Accordingly, North America will be importing 80,000 tons of paper from European operations to partially offset the 190,000 fewer tons produced in the U.S. as a result of the exit of the Riverdale agreement and Eastover outage, which is expected to have a -$20mm impact on both European and North American adjusted EBITDA due to tariffs and freight costs as well as lower sales volumes. In the fiscal year, Sylvamo invested $224mm across its manufacturing network, including initial inv...
According to an SEC filing dated April 15, 2026, QSM Asset Management Ltd established a new stake in Robert Half by acquiring 202,846 shares during the first quarter. The estimated transaction value was $5.37 million, calculated using the average quarterly closing price. Robert Half provides staffing and risk consulting services for organizations worldwide. QSM Asset Management's decision to open ...
According to an SEC filing dated April 15, 2026, QSM Asset Management Ltd established a new stake in Robert Half by acquiring 202,846 shares during the first quarter. The estimated transaction value was $5.37 million, calculated using the average quarterly closing price. Robert Half provides staffing and risk consulting services for organizations worldwide. QSM Asset Management's decision to open a fresh position in Robert Half stands out mainly because of the stock's recent rough stretch. Shares have fallen nearly 40% over the past year, weighed down by a sluggish labor market that has hurt demand for staffing services broadly. The temporary staffing industry in particular has faced a difficult environment as companies have grown more cautious about hiring, pulling back on contract workers before cutting permanent headcount. Continue reading