On today's show, the biggest monthly selloff in stocks since 2022 eased after the US President extended the deadline, for a second time, for Iran to strike a deal. Donald Trump says Tehran has an extra 10 days before the US attacks its energy sites. This as the Wall Street Journal reports that the Pentagon is considering deploying as many as 10,000 extra troops to the Middle East. Fed officials ar...
On today's show, the biggest monthly selloff in stocks since 2022 eased after the US President extended the deadline, for a second time, for Iran to strike a deal. Donald Trump says Tehran has an extra 10 days before the US attacks its energy sites. This as the Wall Street Journal reports that the Pentagon is considering deploying as many as 10,000 extra troops to the Middle East. Fed officials are voicing growing concerns about the impact of the war on the US economy. They include Fed Governor Lisa Cook who says the spike in oil prices has shifted the balance of risks, with inflation now a bigger concern than employment. Plus Pernod Ricard and Brown-Forman, the owner of Jack Daniel's whiskey, have confirmed they're in merger talks. The alcoholic drink companies have been looking at ways to consolidate amid an industry downturn. (Source: Bloomberg)
Although artificial intelligence has been the hottest trend on Wall Street in recent years, it's not the only game-changing technology that's turning heads and enticing investors to open up their wallets. The advent of quantum computing has definitely intrigued investors. As of mid-October 2025, quantum computing stocks IonQ (NYSE: IONQ) , Rigetti Computing (NASDAQ: RGTI) , and D-Wave Quantum (NYS...
Although artificial intelligence has been the hottest trend on Wall Street in recent years, it's not the only game-changing technology that's turning heads and enticing investors to open up their wallets. The advent of quantum computing has definitely intrigued investors. As of mid-October 2025, quantum computing stocks IonQ (NYSE: IONQ) , Rigetti Computing (NASDAQ: RGTI) , and D-Wave Quantum (NYSE: QBTS) had gained between 670% and 6,217% over the trailing 12-month period. Image source: Getty Images. Continue reading
Nerthuz/iStock via Getty Images Oil prices could surge to as high as $200 a barrel if the Iran conflict extends into June and the Strait of Hormuz remains closed, Bloomberg reported, citing an analysis from Macquarie Group. A war lasting through the second quarter could drive historically high real prices, analysts including Vikas Dwivedi said in a note, assigning a 40% probability to that scenari...
Nerthuz/iStock via Getty Images Oil prices could surge to as high as $200 a barrel if the Iran conflict extends into June and the Strait of Hormuz remains closed, Bloomberg reported, citing an analysis from Macquarie Group. A war lasting through the second quarter could drive historically high real prices, analysts including Vikas Dwivedi said in a note, assigning a 40% probability to that scenario. A separate outlook, with a 60% probability, sees the conflict ending by the end of this month. Brent crude ( CO1:COM ) is on track for a record monthly gain in March as the war involving the U.S., Israel, and Iran disrupts the oil-rich Middle East. The conflict has led to a near-complete shutdown of the Strait of Hormuz, sharply limiting energy flows critical to the global economy. “If the strait were to stay closed for an extended period, prices would need to rise enough to destroy a historically large share of global oil demand,” the analysts said in the March 27 report. “The timing of the reopening of the strait, and any damage to energy infrastructure, will determine the longer-term impact on commodities.” Brent ( CO1:COM ) was last trading near $109 a barrel on Friday, after reaching a crisis high of $119.50 earlier this month. The benchmark’s nominal peak remains $147.50 a barrel in 2008, according to Bloomberg data. Meanwhile, U.S. West Texas Intermediate ( CL1:COM ) was up +0.76% to $95.2 a barrel at press time. On Thursday, U.S. President Donald Trump extended a deadline for potential strikes on Iran’s energy infrastructure by 10 days, pushing it to April 6. Iran has allowed 10 oil tankers to pass through the strait as a goodwill gesture, he said. The closure of the strait “has sent both crude and refined product prices soaring due to the scale of the disruption,” the analysts said. Before the conflict, roughly 15M barrels of crude and 5M barrels of refined products passed through the waterway each day. More on Brent Futures, Crude Oil Futures, etc. Pay To Play ...
Air China, ADR ( AIRYY ): FY GAAP EPS of ¥0.11. Revenue of ¥171.48B (+2.9% Y/Y). Operating expenses rose 3.11% YoY to ¥177.14B in 2025, compared to ¥171.80B in 2024. Cash and cash equivalents stood at ¥14.30B, representing 41.07% of current assets, down 32.05% YoY. More on Air China, ADR Historical earnings data for Air China, ADR Financial information for Air China, ADR
Air China, ADR ( AIRYY ): FY GAAP EPS of ¥0.11. Revenue of ¥171.48B (+2.9% Y/Y). Operating expenses rose 3.11% YoY to ¥177.14B in 2025, compared to ¥171.80B in 2024. Cash and cash equivalents stood at ¥14.30B, representing 41.07% of current assets, down 32.05% YoY. More on Air China, ADR Historical earnings data for Air China, ADR Financial information for Air China, ADR
Investors are obsessed with the AI compute war, focusing on who wins market share. They focus on Nvidia (NVDA), AMD, and the hyperscalers who are building their custom chips.
Investors are obsessed with the AI compute war, focusing on who wins market share. They focus on Nvidia (NVDA), AMD, and the hyperscalers who are building their custom chips.