Jeremy Edwards Financial markets may “test” Federal Reserve Chair Kevin Warsh in the early months of his tenure, according to TS Lombard, which argued that history showed new Fed leaders often face significant bouts of market volatility soon after taking office. In a note, the firm said Wall Street has long embraced the idea that markets “test” new Fed chairs, with previous transitions frequently ...
Jeremy Edwards Financial markets may “test” Federal Reserve Chair Kevin Warsh in the early months of his tenure, according to TS Lombard, which argued that history showed new Fed leaders often face significant bouts of market volatility soon after taking office. In a note, the firm said Wall Street has long embraced the idea that markets “test” new Fed chairs, with previous transitions frequently coinciding with sharp equity selloffs. TS Lombard cited historical examples including Alan Greenspan's appointment in 1987, which was followed by Black Monday; Jerome Powell's 2018 debut during the "Volmageddon" volatility shock; and Ben Bernanke's tenure, when the first signs of the global financial crisis emerged. Arthur Burns and Paul Volcker also faced major economic and market challenges shortly after taking office. However, the firm argued that many of these episodes were driven less by markets challenging new leadership and more by newly appointed Fed chairs adopting hawkish policy stances to establish their inflation-fighting credibility. "If Warsh wants to avoid this outcome, he can just do what Janet Yellen did and stay as dovish as possible," TS Lombard wrote, while warning that delaying policy tightening could instead raise the risk of a more significant bout of market volatility in 2027. More on markets Monthly Macro Monitor: Nothing To See Here There's Trouble Brewing In The Treasury Market Macro Insights: The 'Dangerous Market' Playbook, 1999 Redux, And Navigating RAMpocalypse US2Y hits a fresh 52-week high, extending the sharp 2026 yield rally Traders pricing in a rate hike by year end after jobs jump
Applied Digital ( APLD ) said its subsidiary, APLD ComputeCo 3, plans to offer $1.59B of senior secured notes due 2031 in a private debt offering , subject to market conditions. Shares rose over 10% premarket to $45.15. APLD ComputeCo 3 plans to use the proceeds from the debt offering to fund construction of 150-megawatt of critical IT load at the fourth building at Applied Digital's Polaris Forge...
Applied Digital ( APLD ) said its subsidiary, APLD ComputeCo 3, plans to offer $1.59B of senior secured notes due 2031 in a private debt offering , subject to market conditions. Shares rose over 10% premarket to $45.15. APLD ComputeCo 3 plans to use the proceeds from the debt offering to fund construction of 150-megawatt of critical IT load at the fourth building at Applied Digital's Polaris Forge 1 AI campus in North Dakota, repay a bridge loan provided by Goldman Sachs, set aside funds for debt-service reserves, and cover transaction-related expenses. More on Applied Digital Applied Digital: 1-Month Lease Gap Signals Aggressive Hyperscaler Demand Applied Digital: Massive Revenue Backlog Escalation Underway Applied Digital Just Hit 1GW Of Contracted Capacity - Why It Matters Biggest stock movers Tuesday: APLD, QCOM, and more Applied Digital jumps after landing 210 MW lease deal at its fifth 'AI Factory'
Tincorp Metals ( TIN:CA ) ( TINFF ) will officially change its name to Auro Metals effective June 11, 2026. The rebranding reflects the company’s increased focus on the Santa Barbara Gold-Copper Project in Ecuador’s Zamora Copper-Gold Belt. Beginning at market open on June 11, 2026, the company’s shares will trade on the TSX Venture Exchange under the new ticker AURO. The company’s OTC listing wil...
Tincorp Metals ( TIN:CA ) ( TINFF ) will officially change its name to Auro Metals effective June 11, 2026. The rebranding reflects the company’s increased focus on the Santa Barbara Gold-Copper Project in Ecuador’s Zamora Copper-Gold Belt. Beginning at market open on June 11, 2026, the company’s shares will trade on the TSX Venture Exchange under the new ticker AURO. The company’s OTC listing will change from TINFF to AURFF. The name change will not affect the company’s capitalization structure. More on Tincorp Metals Inc. Financial information for Tincorp Metals Inc.
Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRK-B) on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire. The “Oracle of Omaha” left his successor, Greg Abel, with a very concentrated portfolio: more than 65% of Berkshire’s $381 billion portfolio is ... Why a Passive Income Portfolio With 5 of Wa...
Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRK-B) on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire. The “Oracle of Omaha” left his successor, Greg Abel, with a very concentrated portfolio: more than 65% of Berkshire’s $381 billion portfolio is ... Why a Passive Income Portfolio With 5 of Warren Buffett’s Highest Yielding Stocks Is Genius
Shattuck Labs ( STTK ) received notices to exercise ~50.6M warrants, representing 96% of warrants issued in its August 2025 private placement. The warrant exercises are expected to generate total gross proceeds of ~$54.9M. As of March 31, 2026, the company had already received $5.6M from the exercise of about 5.15M warrants. Since March 31, 2026, Shattuck expects to receive an additional $49.3M fr...
Shattuck Labs ( STTK ) received notices to exercise ~50.6M warrants, representing 96% of warrants issued in its August 2025 private placement. The warrant exercises are expected to generate total gross proceeds of ~$54.9M. As of March 31, 2026, the company had already received $5.6M from the exercise of about 5.15M warrants. Since March 31, 2026, Shattuck expects to receive an additional $49.3M from the exercise of ~45.44M warrants. The company reported $90.4M in cash, cash equivalents, and short-term investments as of March 31, 2026. Combining existing cash with warrant proceeds, management expects to fund operations into 2029. More on Shattuck Labs Shattuck Labs, Inc. (STTK) Discusses Phase I Results for DR3 Blocking Antibody SL-325 and Pipeline Update Transcript Shattuck Labs: Priced As If Risk Was Not A Part Of The Equation Seeking Alpha’s Quant Rating on Shattuck Labs Historical earnings data for Shattuck Labs Financial information for Shattuck Labs
Tesla stock rose early Tuesday, with investors digesting autonomous driving updates from the company and ARK Invest’s Cathie Wood. Shares of the electric-vehicle maker were up 0.6% at $411.25 in premarket trading, while and futures were up 0.5% and 0.2%, respectively. The modest early move came after Tesla released safety data on Dutch drivers using the company’s Full Self-Driving product, which c...
Tesla stock rose early Tuesday, with investors digesting autonomous driving updates from the company and ARK Invest’s Cathie Wood. Shares of the electric-vehicle maker were up 0.6% at $411.25 in premarket trading, while and futures were up 0.5% and 0.2%, respectively. The modest early move came after Tesla released safety data on Dutch drivers using the company’s Full Self-Driving product, which can handle most driving tasks but still requires 100% driver supervision.
Tech company received infrastructure relief as its five biggest UK divisions generate £32bn in revenues Amazon’s main division in the UK was handed a £7.6m tax credit last year by HM Revenue and Customs, despite profits at the retail-to-streaming company surging by more than a quarter to £355m. Amazon UK Services – which employs 66,000 staff, the vast majority of its 75,000 employees in Britain – ...
Tech company received infrastructure relief as its five biggest UK divisions generate £32bn in revenues Amazon’s main division in the UK was handed a £7.6m tax credit last year by HM Revenue and Customs, despite profits at the retail-to-streaming company surging by more than a quarter to £355m. Amazon UK Services – which employs 66,000 staff, the vast majority of its 75,000 employees in Britain – said it owed £9.1m in “current tax” last year. Continue reading...
United Natural (UNFI) delivered earnings and revenue surprises of -5.34% and -2.02%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?
United Natural (UNFI) delivered earnings and revenue surprises of -5.34% and -2.02%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?
SailPoint, Inc. (SAIL) delivered earnings and revenue surprises of +17.65% and +1.41%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?
SailPoint, Inc. (SAIL) delivered earnings and revenue surprises of +17.65% and +1.41%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?
Quanterix ( QTRX ) said on Tuesday it had appointed Jason Faessler as CFO, effective June 22, to support the company's strategic growth and expansion initiatives. Faessler has previously served as SVP at Bruker , overseeing global FP&A and Americas finance operations, and has also held senior finance leadership roles at PAREXEL , EMC , and Harvard Business Publishing . Shares -5.15%. More on Quant...
Quanterix ( QTRX ) said on Tuesday it had appointed Jason Faessler as CFO, effective June 22, to support the company's strategic growth and expansion initiatives. Faessler has previously served as SVP at Bruker , overseeing global FP&A and Americas finance operations, and has also held senior finance leadership roles at PAREXEL , EMC , and Harvard Business Publishing . Shares -5.15%. More on Quanterix Quanterix Corporation 2026 Q1 - Results - Earnings Call Presentation Quanterix Corporation (QTRX) Q1 2026 Earnings Call Transcript Quanterix: No Green Shoots Quanterix targets $169M-$174M 2026 revenue while preparing HD-X IVD filing in 2027 Seeking Alpha’s Quant Rating on Quanterix
Himalaya Shipping (HSHSP) reported average time charter equivalent or TCE earnings of about $57.2K/day gross, including ~$1.3K/day from scrubber benefits. The company’s 11 vessels earned roughly $59.6K/day gross, while its single fixed-rate vessel earned about $30.3K/day. More on Himalaya Shipping Ltd. Himalaya Shipping Ltd. 2026 Q1 - Results - Earnings Call Presentation Himalaya Shipping Ltd. (HS...
Himalaya Shipping (HSHSP) reported average time charter equivalent or TCE earnings of about $57.2K/day gross, including ~$1.3K/day from scrubber benefits. The company’s 11 vessels earned roughly $59.6K/day gross, while its single fixed-rate vessel earned about $30.3K/day. More on Himalaya Shipping Ltd. Himalaya Shipping Ltd. 2026 Q1 - Results - Earnings Call Presentation Himalaya Shipping Ltd. (HSHP) Q1 2026 Earnings Call Transcript Historical earnings data for Himalaya Shipping Ltd. Dividend scorecard for Himalaya Shipping Ltd. Financial information for Himalaya Shipping Ltd.
SLB's OneSubsea secures a BP contract for the Thunder Horse project, extending momentum for its subsea boosting technology across multiple offshore projects.
SLB's OneSubsea secures a BP contract for the Thunder Horse project, extending momentum for its subsea boosting technology across multiple offshore projects.
hapabapa Klarna ( KLAR ), known for its installment payment plans, launched FDIC-insured high-yield savings accounts in the U.S. on Tuesday as the Swedish-based fintech seeks to make its products a part of consumers' everyday lives. The company said savings is a natural next step, and one it has already taken in Europe, where consumers have deposited more than $12.3B across 11 markets. " Klarna is...
hapabapa Klarna ( KLAR ), known for its installment payment plans, launched FDIC-insured high-yield savings accounts in the U.S. on Tuesday as the Swedish-based fintech seeks to make its products a part of consumers' everyday lives. The company said savings is a natural next step, and one it has already taken in Europe, where consumers have deposited more than $12.3B across 11 markets. " Klarna is already where millions of Americans manage their everyday spending. Now it's where they save too," said Klarna co-founder and CEO Sebastian Siemiatkowski in a statement. Klarna Savings annual percentage yield starts at 3.28% as of June 9, 2026, but is subject to change. There's no minimum deposit and no monthly fees. The Savings product is accessible in the Klarna app. Klarna ( KLAR ) stock rose 0.2% in premarket trading. More on Klarna Klarna Group plc (KLAR) Q1 2026 Earnings Call Transcript Klarna: Industry Leader With One Of The Cheapest Valuations In The BNPL Space Klarna: Q1 Earnings Will Test The Profitability Narrative Klarna partners with Lands' End for more choice in online payment options Klarna stock gains after Q1 earnings shine as credit loss provision drops
The potential flow of 401(k) retirement money into private markets risks putting managers under pressure to invest quickly and may end up exacerbating demand for redemptions, said Monroe Capital ’s chief Ted Koenig . The size of the influx is going to bring increased volatility to private credit and private assets, Koenig said, speaking at the annual SuperReturn conference in Berlin. That’s a risk...
The potential flow of 401(k) retirement money into private markets risks putting managers under pressure to invest quickly and may end up exacerbating demand for redemptions, said Monroe Capital ’s chief Ted Koenig . The size of the influx is going to bring increased volatility to private credit and private assets, Koenig said, speaking at the annual SuperReturn conference in Berlin. That’s a risk given the industry is already suffering from a wave of redemptions from retail clients worried about the impact of AI on portfolios. “Money can come in quickly, but it can also come out quickly, and you’ve seen what happens when it goes out quickly to some of the big managers,” said Koenig, the chief executive officer of Monroe Capital, which is now limiting redemptions from one of its private credit funds for the first time. “When this $20 trillion of 401(k) money comes into the private markets, all bets are off,” he said in an interview on Tuesday. That doubles down on comments last month that he was concerned about 401(k) money and that institutions didn’t want retail cash invested along with them. The US administration is pushing forward with opening up retirement pots, or so-called 401ks, for private market assets, with President Donald Trump signing an executive order to do so in August. That will certainly boost assets under management, but Koenig warned it would increase the challenges too. Read more: Private Markets Elite Gather in Berlin With Not-So-Super Returns The industry is convening at an uncertain time, as warnings of a credit downturn and some significant writedowns have halted a golden few years of breakneck growth and buzz around the sector. While the industry’s performance is better than the gloom portrayed in the media, according to Arcmont Asset Management ’s founder Anthony Fobel , others are worried redemptions will continue. For those sitting on big pots of cash following previous successful fundraising cycles, 401(k)s may be a poisoned chalice, K...
Justin Sullivan/Getty Images News Apple ( AAPL ) unveiled several updates, including a Siri refresh and AI-focused updates across its operating systems, at its Worldwide Developers Conference that saw positive reactions from analysts. Morgan Stanley kept its Overweight rating and increased the price target on the stock to $360 from $330. "WWDC 2026 illustrated clear progress on Apple's AI roadmap ...
Justin Sullivan/Getty Images News Apple ( AAPL ) unveiled several updates, including a Siri refresh and AI-focused updates across its operating systems, at its Worldwide Developers Conference that saw positive reactions from analysts. Morgan Stanley kept its Overweight rating and increased the price target on the stock to $360 from $330. "WWDC 2026 illustrated clear progress on Apple's AI roadmap and suggested earlier monetization oppt'y than we expected, but also showed Apple Intelligence improvements will be a marathon, not a sprint. With less backwards compatibility + clearer use cases, we see WWDC as a net positive," said analysts led by Erik Woodring. J.P. Morgan maintained its Overweight rating on the shares of the iPhone maker. Analysts led by Samik Chatterjee said that Apple's WWDC 2026 keynote marked Tim Cook's last event as CEO and delivered to expectations set for broader AI capabilities, including the much-awaited completely revamped Siri, which is now expected to be available to U.S. consumers in Fall 2026. At the heart of the event was a material refresh to Siri and Apple Intelligence, including an overhaul of Siri's architecture, now powered by next generation Apple Foundation Models developed in partnership with Google's ( GOOG ) ( GOOGL ) Gemini. "While the Apple Foundational Model capabilities embedded in Siri AI are largely in line with expectations, we believe the differentiation will be relative to integration with the wide swath of native apps (and third-party apps) and system actions to enable personal context to be turned into app actions," said Chatterjee and his team. "The announcements also highlighted a potential monetization path with server dependent capabilities (e.g. image generation) carrying daily usage caps, and elevated limits for premium users to be bundled into most iCloud+ tiers, likely supporting incremental adoption of iCloud, further driving tailwinds to Services growth." Wedbush kept its Outperform rating and $400 price tar...