The S&P Global Canada Services PMI Business Activity Index in March was at 47.2, an increase from 46.5 in February, but still shows a decline in activity, especially in business services and transport & storage. Kagenmi The seasonally adjusted S&P Global Canada Composite PMI Output Index recorded 47.6 in March, a modest improvement on February’s 47.1. "Nonetheless, the present business environment...
The S&P Global Canada Services PMI Business Activity Index in March was at 47.2, an increase from 46.5 in February, but still shows a decline in activity, especially in business services and transport & storage. Kagenmi The seasonally adjusted S&P Global Canada Composite PMI Output Index recorded 47.6 in March, a modest improvement on February’s 47.1. "Nonetheless, the present business environment is clearly challenging, with firms reporting a steep increase in their operating expenses over the month, driven mainly by increased fuel and transportation costs. However, given subdued market demand, firms’ own pricing power remains restricted leading to only partial pass through of higher costs to clients and therefore a squeeze in margins. Understandably therefore service providers took the option to save on expenses wherever possible, with any leavers generally not replaced leading to another net fall in employment over the month," said Paul Smith, Economics Director at S&P Global MarketIntelligence. More on Canada FLCA: Warrants Broader Interest, But Wait For A Pullback Canada’s February trade deficit rises as imports outpace exports Canada's manufacturing sector stagnates in March Seeking Alpha’s Quant Rating on Franklin FTSE Canada ETF Dividend scorecard for Franklin FTSE Canada ETF
American artist Jeff Koons, known for his paintings, sculptures and installations, like Balloon Dog, Puppy and Play-Doh, sits down with David Rubenstein to talk about his work and where he finds inspiration, often drawing from popular culture and everyday objects. He also explains why he believes art should be "accessible." In this week's episode of "The David Rubenstein Show: Peer to Peer Convers...
American artist Jeff Koons, known for his paintings, sculptures and installations, like Balloon Dog, Puppy and Play-Doh, sits down with David Rubenstein to talk about his work and where he finds inspiration, often drawing from popular culture and everyday objects. He also explains why he believes art should be "accessible." In this week's episode of "The David Rubenstein Show: Peer to Peer Conversations," Koons reflects on his early days working at the MoMA membership desk and later as a commodities broker on Wall Street. He says his primary ambition was to "participate" in the dialogue of the art world and be part of a community. This interview was recorded February 2 in New York. (Source: Bloomberg)
wildpixel/iStock via Getty Images The market had very high expectations heading into President Trump's April 1 speech, as noted by the (brief) relief rally this past week. A rally that, by the way, I was extremely skeptical about joining, as the pessimistic tone of my two earlier notes this week probably made clear: " Too Early To Call The Bottom" " The Market Can Still Climb This Wall Of Worry - ...
wildpixel/iStock via Getty Images The market had very high expectations heading into President Trump's April 1 speech, as noted by the (brief) relief rally this past week. A rally that, by the way, I was extremely skeptical about joining, as the pessimistic tone of my two earlier notes this week probably made clear: " Too Early To Call The Bottom" " The Market Can Still Climb This Wall Of Worry - But Not Yet." Some of the readers familiar with my notes tend to see me as a permabull, mostly because of how many strong buys I had on the S&P 500 ( SP500 ) while the music was playing in the second half of last year. Seeking Alpha Well, it turns out that I'm not. In fact, as I said back in January, I aggressively moved to cash after I noticed early signs of a market correction. Of course, I didn't predict the Iran conflict, but I had a high conviction that the investors would go in risk-off mode on any negative headlines. Well, it turned out that the Hormuz blockade was a good reason to lock in profits. That said, I am not a doomer, either. I strongly believe the markets will retest new highs in the second half of the year, as long-term inflation expectations remain well anchored despite the oil shock. Don't take the latter statement from me. Take it from Powell during his speech at Harvard University this week: Inflation expectations do appear to be well anchored beyond the short term. That's why my rating is still a hold and not a sell, as the downside risk is limited in my view. Based on astrology, I mean, technical analysis, the SPY is likely to find support in the 610-620 range. At that level, I may begin deploying cash (aggressively, likely using leverage in the form of LEAPS options). Guidance Terminal Until then, I am more than happy to play chicken with the relief rally. In other words, I'm trying to time the bottom of the selloff, which is a big risk that readers with longer timeframes should consider. This piece covers the new developments after Trump's speech...
(RTTNews) - Nuvini Group Limited (NVNI), an operator of B2B software companies, Monday announced that it has agreed to acquire a 51 percent controlling interest in Target, the American subsidiary of Beyondsoft Corporation, a Chinese IT consulting and technology services firm, for
(RTTNews) - Nuvini Group Limited (NVNI), an operator of B2B software companies, Monday announced that it has agreed to acquire a 51 percent controlling interest in Target, the American subsidiary of Beyondsoft Corporation, a Chinese IT consulting and technology services firm, for
Gunter_Nezhoda Short interest across stocks with market caps above $2B highlights a sharp divide, with bearish positioning concentrated in high-beta tech, healthcare, and consumer names, while large-cap, stable cash-flow businesses continue to see minimal short activity. Among the most shorted stocks are Hims & Hers Health ( HIMS ) at 37.93%, SoundHound AI ( SOUN ) at 35.04%, and Ondas Holdings ( ...
Gunter_Nezhoda Short interest across stocks with market caps above $2B highlights a sharp divide, with bearish positioning concentrated in high-beta tech, healthcare, and consumer names, while large-cap, stable cash-flow businesses continue to see minimal short activity. Among the most shorted stocks are Hims & Hers Health ( HIMS ) at 37.93%, SoundHound AI ( SOUN ) at 35.04%, and Ondas Holdings ( ONDS ) at 33.23%. On the other end, the least shorted stocks include names like Alphabet ( GOOG ) and Mastercard ( MA ). Most shorted stocks (market cap above $2B): Hims & Hers Health ( HIMS ): 37.93% SoundHound AI ( SOUN ): 35.04% Ondas Holdings ( ONDS ): 33.23% Tango Therapeutics ( TNGX ): 33.11% CleanSpark ( CLSK ): 33.08% MARA Holdings ( MARA ): 30.08% Upstart Holdings ( UPST ): 29.27% Applied Digital ( APLD ): 28.17% Acadia Healthcare ( ACHC ): 27.23% RH ( RH ): 25.72% Least shorted stocks (market cap above $2B): Rush Enterprises ( RUSHA ): 0.57% Ubiquiti ( UI ): 0.61% SOLV Energy ( MWH ): 0.63% Alphabet ( GOOG ): 0.64% Waste Connections ( WCN ): 0.69% Kyivstar Group ( KYIV ): 0.70% Mastercard ( MA ): 0.71% Adams Diversified Equity Fund ( ADX ): 0.72% CNA Financial ( CNA ): 0.73% RBC Bearings ( RBC ): 0.74% Broad-market ETFs such as ( SPY ), ( QQQ ), and ( IWM ) track some of these names. More on SPDR S&P 500 ETF Trust, Invesco QQQ Trust, etc. S&P 500 Earnings And A StyleBox Update For March 31, 2026 The First War Inflation Tests - Markets Weekly Outlook S&P 500: Prepare For Change (Technical Analysis) S&P 500 “up 80% of the time” in April over 20 years U.S. court upholds decision to block subpoenas in Jay Powell probe
Alexander Sikov/iStock via Getty Images I see 2 Reasons For A "Hold" Navitas Semiconductor Corporation ( NVTS ) works in the power semis niche, offering gallium nitride power integrated circuits, silicon carbide power devices, silicon system controllers, and digital isolators for power conversion and charging, based on Seeking Alpha's description. Recently, they've been moving away from highly com...
Alexander Sikov/iStock via Getty Images I see 2 Reasons For A "Hold" Navitas Semiconductor Corporation ( NVTS ) works in the power semis niche, offering gallium nitride power integrated circuits, silicon carbide power devices, silicon system controllers, and digital isolators for power conversion and charging, based on Seeking Alpha's description. Recently, they've been moving away from highly commoditized and volatile consumer charging markets in China to AI data centers, energy/grid infrastructure, and also performance computing and industrial electrification. This move is causing a lot of pain in terms of short-term financials as the management systematically walked away from backlog in the mobile segment to clear out the channel, thus causing restructuring and impairment charges. The Q4 2025 numbers should be the ultimate floor in terms of revenue, and the management is guiding for a turning point in Q1 2026 that should last for the rest of this year. But the main turning point should take place in 2027 when Nvidia ( NVDA ) ships its "Kyber" rack-scale systems with 576 Rubin Ultra GPUs per rack - Navitas is going to supply GaN solutions for it, starting to truly capitalize on the $3.5 billion SAM ("serviceable addressable market") the management guides for the medium term. However, I can't rate NVTS as a "Buy" due to execution risks and overvaluation. First off , let's talk about execution. The management's updated "Navits 2.0" strategy was supposed to center around high-power markets, with a quick cut to low-margin China mobile revenues. And we saw just that - for the first time in Navitas' corporate history, high-power markets (AI DCs, EVs, grid infrastructure, and industrial) brought in the majority of revenues in Q4, while the legacy mobile exposure shrank to less than 25%. The firm's exposure to China in general has dropped dramatically when we consider the domicile of NVTS's customers as the main metric: NVTS's 10-Q The company wanted to reduce its legacy ...
Alibaba's massive AI spending is crushing profits and cash flow, raising doubts about whether BABA's long-term bet can justify near-term financial pain.
Alibaba's massive AI spending is crushing profits and cash flow, raising doubts about whether BABA's long-term bet can justify near-term financial pain.
MicroStockHub Heightened geopolitical tensions in the Middle East are keeping investors on edge, as uncertainty surrounding the conflict involving the United States, Israel, and Iran continues to cloud the outlook. A key pressure point remains the Strait of Hormuz, where disruptions have contributed to persistently elevated oil prices and concerns over global energy supply. Market participants are...
MicroStockHub Heightened geopolitical tensions in the Middle East are keeping investors on edge, as uncertainty surrounding the conflict involving the United States, Israel, and Iran continues to cloud the outlook. A key pressure point remains the Strait of Hormuz, where disruptions have contributed to persistently elevated oil prices and concerns over global energy supply. Market participants are increasingly turning to prediction platforms such as Polymarket to gauge the probability of near-term resolution. Current pricing suggests relatively low expectations that the conflict will be resolved before the end of April, reinforcing a cautious sentiment across financial markets. As volatility persists, investors are closely monitoring developments in the region, recognizing that any escalation or de-escalation could have significant implications for energy markets and broader global economic stability. When asked: When will the Iran, Israel, U.S. conflict end? See what traders on Polymarket are saying: April 7 – 2%. April 15 – 7%. April 30 – 19%. May 15 – 31%. June 30 – 60%. December 31 – 85%. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). More on markets Apollo breaks down gold’s surge and sudden pullback Roth Capital Partners flags caution as markets enter Q2 JPMorgan CEO calls for “stronger” US, boost military, economic power Iran reopens Strait of Hormuz to Iraqi oil shipments: FT Wells Fargo lowers its year-end S&P 500 target from 7,800 to 7,300
I don’t want to minimise the scenes in Clapham High Street. But how about dialling things down a notch? Last week, some teenagers in the Clapham area of south-west London started running up and down the high street. The terms used to describe them ranged from “feral gang” to “chaotic swarm”; evidently, it is in the eye of the beholder as to whether they were closer to animals or insects. Definitel...
I don’t want to minimise the scenes in Clapham High Street. But how about dialling things down a notch? Last week, some teenagers in the Clapham area of south-west London started running up and down the high street. The terms used to describe them ranged from “feral gang” to “chaotic swarm”; evidently, it is in the eye of the beholder as to whether they were closer to animals or insects. Definitely, positively, some of them shoplifted. Fireworks were let off, which sounds like the kind of mischief the Bash Street Kids would get up to, but is quite scary in real life, and the line between “Beano” and “scary” is finer than I thought. Marks & Spencer needed a police guard and closed early; Oliver Bonas briefly had a security guard, which was like seeing a bouncer outside a library – either a mad overreaction, or the end of days. Continue reading...
With President Trump seeking $1.5 trillion for U.S. defense budgets amid rising global tensions and autonomous systems reshaping everything from border security to battlefield ops, it has the potential to reshape contractors both large and small. Ondas Holdings (NASDAQ: ONDS) is one rising player that is already seizing the opportunity. Days after announcing a strategic ... Palantir-Connected Onda...
With President Trump seeking $1.5 trillion for U.S. defense budgets amid rising global tensions and autonomous systems reshaping everything from border security to battlefield ops, it has the potential to reshape contractors both large and small. Ondas Holdings (NASDAQ: ONDS) is one rising player that is already seizing the opportunity. Days after announcing a strategic ... Palantir-Connected Ondas Clinches Yet Another High-Growth Defense Pact