A small British computer maker is making waves in European stock markets this week as investors seek to identify the latest potential beneficiary of artificial intelligence tools. Raspberry Pi Holdings Plc shares rose as much as 33% on Wednesday, a day after recording their best one-day performance since a 2024 initial public offering. The stock is up about 90% on the week and has doubled from a r...
A small British computer maker is making waves in European stock markets this week as investors seek to identify the latest potential beneficiary of artificial intelligence tools. Raspberry Pi Holdings Plc shares rose as much as 33% on Wednesday, a day after recording their best one-day performance since a 2024 initial public offering. The stock is up about 90% on the week and has doubled from a record low two weeks ago, giving Raspberry Pi a valuation of about £1 billion ($1.4 billion). The trigger for this week’s gains was a social media post highlighting that AI agents like OpenClaw could drive demand for Raspberry Pi’s single-board computers. The post has garnered more than 300,000 views on X. The rally has been exacerbated by short sellers scrambling to close their negative bets, given Raspberry Pi has been among the most shorted stocks in Europe. Shares out on loan represented about 8% of the stock’s free float as of Feb. 13, according to data by S&P Global Market Intelligence. A spokesperson for Raspberry Pi said on Tuesday that “there’s nothing from the company side beyond what’s already in the public domain.” Read: AI Agent OpenClaw Puts Raspberry Pi Shares on Investor Radars While the company might not have seen a material inflection in volumes associated with AI agents just yet, social media chatter on Raspberry Pi being an ideal hardware platform may be able to support further upside in the stock, according to a note from Jefferies’ equity trading desk. OpenClaw, previously called Clawdbot and Moltbot, has gained a cult following since launching in November, given its ability to operate autonomously, clearing users’ inboxes, making restaurant reservations and checking in for flights. While many desktops and cloud servers are capable of deploying OpenClaw, security experts warned that the algorithm is inherently risky. As a result, tech enthusiasts have preferred to run the tool on separate devices, for example an Apple Mac Mini or a Raspberry Pi. Raspber...
Politicians and experts say police should be better trained and move away from ‘tickbox approach’ to suicides Politicians and experts have thrown their weight behind calls for suicides to be investigated as potential homicides in cases where a person who takes their own life has been affected by domestic abuse. They also called for better training for police so that officers understand the full im...
Politicians and experts say police should be better trained and move away from ‘tickbox approach’ to suicides Politicians and experts have thrown their weight behind calls for suicides to be investigated as potential homicides in cases where a person who takes their own life has been affected by domestic abuse. They also called for better training for police so that officers understand the full impact of domestic abuse, and move away from “a tickbox approach” to suicides. Continue reading...
Consumer spending is the heartbeat of the economy. There are numerous examples of innovative companies that became mega-cap juggernauts by developing better ways to serve consumers, whether through online shopping or streaming. Five simple examples would include Amazon (NASDAQ: AMZN) , Netflix (NASDAQ: NFLX) , Shopify (NASDAQ: SHOP) , Spotify (NYSE: SPOT) , and MercadoLibre (NASDAQ: MELI) . Sure, ...
Consumer spending is the heartbeat of the economy. There are numerous examples of innovative companies that became mega-cap juggernauts by developing better ways to serve consumers, whether through online shopping or streaming. Five simple examples would include Amazon (NASDAQ: AMZN) , Netflix (NASDAQ: NFLX) , Shopify (NASDAQ: SHOP) , Spotify (NYSE: SPOT) , and MercadoLibre (NASDAQ: MELI) . Sure, most investors may already know these names. But each stock can still move the needle in your portfolio. Their proven advantages, combined with their still shockingly high future potential, make each growth stock a no-brainer to buy and hold forever. Here is the rundown on each. Continue reading
V2images/iStock Unreleased via Getty Images Thesis Baidu, Inc. ( BIDU ) is a hold in my opinion. Since 2H25, the stock has surged significantly, given the narrative of AI hardware reshoring. Domestic fabless designers like Cambricon and Moore Threads have done exceptionally well, backed by sales growth in 2024 and 2025. Baidu also has its initiative, Kunlunxin, which is in the process of an IPO, i...
V2images/iStock Unreleased via Getty Images Thesis Baidu, Inc. ( BIDU ) is a hold in my opinion. Since 2H25, the stock has surged significantly, given the narrative of AI hardware reshoring. Domestic fabless designers like Cambricon and Moore Threads have done exceptionally well, backed by sales growth in 2024 and 2025. Baidu also has its initiative, Kunlunxin, which is in the process of an IPO, in addition to consistent traction of its Robotaxi unit, Apollo Go. Arguably, Kunlunxin has been the main driver of stock performance. I think the market is quite bullish on that, potentially valuing the unit at over $10 billion vs. the implied $3 billion (going to be great for those subscribers). That said, the current sentiment on AI is wobbly while emotionally high for China's domestic players. In addition, Baidu has a large chunk of legacy businesses that bring in more than 50% of earnings. The (structural) decline of those is, in my opinion, an overlooked fundamental driver of the business. Performance Seeking Alpha About the company Baidu is a major big-tech company in China, along with Alibaba Group Holding Limited ( BABA ) and Tencent Holdings Limited ( TCEHY ). Think of this business like the Google of China, where new initiatives like AI were built on top of its search business with over 700 million MAUs. That said, search is overall counterproductive to growth given its structural and gradual decline; therefore, it is dubbed a "legacy" business with a stagnating MAU and declining ARPU. To combat this, Baidu has been pursuing growth initiatives by stepping on the gas for AI. Many of these bets have a real trajectory for significant value creation. We can see through outcomes like Apollo Go (its robotaxi service), which is arguably the leader in the intelligence of autonomous driving vehicles in China, its upcoming IPO, its AI chip unit Kunlunxin, and the significant growth of AI infrastructure and application in FY25. AI intelligence is the key bet for differentiat...
US-brokered negotiations in Switzerland began on Tuesday but expectations for breakthroughs are low Russian state media are reporting that the peace talks in Geneva have begun. We have some early images from the newswires of the scene outside the Intercontinental hotel where the second day of negotiations are taking place. Good morning and welcome to our Europe live blog. The Ukrainian president V...
US-brokered negotiations in Switzerland began on Tuesday but expectations for breakthroughs are low Russian state media are reporting that the peace talks in Geneva have begun. We have some early images from the newswires of the scene outside the Intercontinental hotel where the second day of negotiations are taking place. Good morning and welcome to our Europe live blog. The Ukrainian president Volodymyr Zelenskyy said the US was putting undue pressure on him to bring the war to an end , as negotiators from Ukraine and Russia are set to gather for a second day of peace talks in Geneva. Continue reading...
Olena Bartienieva/iStock via Getty Images AeroVironment ( AVAV ) has lost around 30% of its value since I downgraded the stock, noting a stretched valuation. The US Army recently deployed AeroVironment’s anti-drone weapon system near El Paso Airport. In this report, I discuss the significance of that deployment, the expectations for Q3 2026, and I update the estimates on the financial performance....
Olena Bartienieva/iStock via Getty Images AeroVironment ( AVAV ) has lost around 30% of its value since I downgraded the stock, noting a stretched valuation. The US Army recently deployed AeroVironment’s anti-drone weapon system near El Paso Airport. In this report, I discuss the significance of that deployment, the expectations for Q3 2026, and I update the estimates on the financial performance. I am upgrading the stock from hold to buy, as the share price weakness has created a compelling entry point for investors looking to capitalize on drone and counter-drone demand. AeroVironment’s LOCUST Counter-Drone High Energy Weapon System Used In El Paso BlueHalo On the 12 th of February, the FAA paused air traffic at El Paso Airport due to military activity from the US Army. It later turned out that the Customs and Border Protection was given control by the US Army to operate the LOCUST high-energy weapon system against cartel drones. The use of the high-energy weapon system shows the complexity of using weapon systems close to commercial infrastructure. At the same time, it also marks the first known use of the LOCUST weapon system, potentially cementing AeroVironment’s position not just as a supplier of drones and loitering munitions, but also as a provider of counter-UAS and precision strike systems. The LOCUST counter-drone system was a development from BlueHalo, which AeroVironment acquired in May last year. LOCUST, or Laser-Oriented Counter-UAS System, is a directed-energy counter-drone weapon system in the 20kW class. LOCUST is able to detect, track, and neutralize drones using focused laser beams instead of kinetic interceptors. High energy weapon systems are considered more cost-effective counter-drone solutions compared to kinetic weapon systems that often are substantially more expensive compared to the low-cost drones they are used against. We also saw this cost imbalance in play in the drone incursions in Poland , where equipment worth billions of dollars,...
UK inflation dropped to a 10-month low, the Office for National Statistics said Wednesday, bolstering the case for an interest-rate cut when the Bank of England meets next month. Jefferies economist Modupe Adegbembo, speaking on Bloomberg Television, forecasts 75 basis points of rate reductions in 2026. "We think growth is weaker than expected," she says. "The second factor is that we think lookin...
UK inflation dropped to a 10-month low, the Office for National Statistics said Wednesday, bolstering the case for an interest-rate cut when the Bank of England meets next month. Jefferies economist Modupe Adegbembo, speaking on Bloomberg Television, forecasts 75 basis points of rate reductions in 2026. "We think growth is weaker than expected," she says. "The second factor is that we think looking at the labor market, the labor market conditions are not doing well right now." (Source: Bloomberg)