Not every company in the world is an "AI business," but virtually every company can use artificial intelligence (AI) to improve its operations. Those that do so early should be able to get ahead of the competition -- and it increasingly looks like Coupang (NYSE: CPNG) will be one of them. The technology company, which does most of its business in East Asia, recently announced a partnership with Nv...
Not every company in the world is an "AI business," but virtually every company can use artificial intelligence (AI) to improve its operations. Those that do so early should be able to get ahead of the competition -- and it increasingly looks like Coupang (NYSE: CPNG) will be one of them. The technology company, which does most of its business in East Asia, recently announced a partnership with Nvidia to optimize its e-commerce network. But does that make the stock a buy? After news of a major data leak last year grew into a complex scandal, its stock price tanked: It's now down by about 44% from the 12-month peak it touched in October. But Coupang appears to be getting back on its feet. Management said revenue growth began to recover in February, suggesting that conditions would return to normal throughout the rest of the year. Now, the company is again becoming aggressive with its growth plans, as seen in its recent partnership with Nvidia to build an AI factory to support its e-commerce logistics network. This will be done through Coupang's internal cloud network , utilizing the latest Nvidia computer chips and software to optimize its systems. Continue reading
Cryptocurrency is a popular investment among Americans with a net worth of at least $1 million. Over two-thirds (68%) of this group own cryptocurrency, according to recent research by The Motley Fool . But what's most surprising is that 86% of millionaire cryptocurrency investors have purchased meme coins, such as Dogecoin (CRYPTO: DOGE) and Shiba Inu . While meme coins normally aren't recommended...
Cryptocurrency is a popular investment among Americans with a net worth of at least $1 million. Over two-thirds (68%) of this group own cryptocurrency, according to recent research by The Motley Fool . But what's most surprising is that 86% of millionaire cryptocurrency investors have purchased meme coins, such as Dogecoin (CRYPTO: DOGE) and Shiba Inu . While meme coins normally aren't recommended, high-net-worth individuals seem to at least dabble in them. Image source: Getty Images. Continue reading
Banning crypto donations is a start, but here’s what Keir Starmer really needs to do to make his the party of decent politics Good. Yet again the government has done a good thing. But yet again it is not enough, and too weak a political klaxon to signal what Labour stands for. Overcaution and opportunity missed is so often the story, as the government fails to imprint the best of itself on the pub...
Banning crypto donations is a start, but here’s what Keir Starmer really needs to do to make his the party of decent politics Good. Yet again the government has done a good thing. But yet again it is not enough, and too weak a political klaxon to signal what Labour stands for. Overcaution and opportunity missed is so often the story, as the government fails to imprint the best of itself on the public mind. But there is still time to act, with hopeful signs behind the scenes that it is considering stronger reforms to how politics is funded. Bring it on, fast – and this time with panache. Crypto donations to political parties have been banned , instantly leaving no time for shovelling more truckloads of dubious cash from mysterious sources into British politics. Donations from Britons abroad have been capped at £100,000 – still high for those paying to influence tax-and-spend decisions without paying UK tax. Many good recommendations from the report by Philip Rycroft will be debated and included in the current representation of the people bill, after his severe warnings about the influence of Russia, Iran, China or indeed US billionaires inside Trumpworld: all of them enemies. He offers an example of this kind of malevolent interference, noting the sharp drop in aggressive commentary on Scottish independence during Iran’s internet blackout. Who knew Iranian ayatollahs were so interested in the SNP? Enemies relish a broken-up, enfeebled UK. Polly Toynbee is a Guardian columnist Continue reading...
Despite the tech sector’s struggles this year, the companies that comprise that corner of the market continue to demonstrate superior financial health. Driven by intensifying demand for artificial intelligence (AI), tech companies—particularly those in the Magnificent Seven—hav
Despite the tech sector’s struggles this year, the companies that comprise that corner of the market continue to demonstrate superior financial health. Driven by intensifying demand for artificial intelligence (AI), tech companies—particularly those in the Magnificent Seven—hav
Mr Vito/E+ via Getty Images Overview While market indices continue to trend sideways, investors have rotated out of technology in search for safe havens. The Ellsworth Growth and Income Fund ( ECF ) provides investors with better price stability due to its blended portfolio of equities and fixed-income securities. When I previously covered ECF, I issued a hold rating due to the sensitivity to high...
Mr Vito/E+ via Getty Images Overview While market indices continue to trend sideways, investors have rotated out of technology in search for safe havens. The Ellsworth Growth and Income Fund ( ECF ) provides investors with better price stability due to its blended portfolio of equities and fixed-income securities. When I previously covered ECF, I issued a hold rating due to the sensitivity to higher interest rates at the time. Since then, the Fed has initiated several interest rate cuts and the fund has released an updated annual report. Therefore, I wanted to reassess the fund's overall value proposition and outlook for 2026. Looking at the performance over the last twelve months, ECF's share price has increased by 21.2%. The fund has demonstrated its ability to participate in the positive market momentum over the last few quarters. When including all distributions that were paid out to shareholders, the total return jumps up to nearly 30.2% over the same time frame. ECF now offers investors a starting dividend yield of roughly 6.7%, which can be appealing for investors looking to produce a higher-than-average dividend income within their portfolio. However, the dividend income can be quite sporadic over time based on how well ECF's earnings are during any given time frame. Data by YCharts The fund still trades at a reasonable discount to NAV valuation, but I am still cautious about the accumulation of shares. The outlook remains positive with some renewed growth catalysts but the success of the fund relies on positive market momentum. If the indices continue to trade sideways, the fund may fail to capture the necessary level of earnings to support payouts. Despite this, the fund still provided a bit of protection against the recent market volatility. Fund Strategy According to the latest fact sheet , ECF now has total net assets of $201M that are spread across a diverse range of blended securities. The fund's primary goal is to provide attractive total returns and...
dem10/E+ via Getty Images Key Takeaways Convertible Securities Market: On a global basis, convertible bonds (CBs) had mixed but overall positive results in 2025's fourth quarter (as measured by ICE BofA indexes in US dollar terms). Performance within the asset class varied greatly as global equity-sensitive convertibles (+8.8%) finished the quarter far ahead of both "busted" (credit-/rate-sensitiv...
dem10/E+ via Getty Images Key Takeaways Convertible Securities Market: On a global basis, convertible bonds (CBs) had mixed but overall positive results in 2025's fourth quarter (as measured by ICE BofA indexes in US dollar terms). Performance within the asset class varied greatly as global equity-sensitive convertibles (+8.8%) finished the quarter far ahead of both "busted" (credit-/rate-sensitive) convertibles (+0.1%) and balanced convertibles (-1.2%). In the United States alone, the rally in equity-sensitive convertibles was somewhat stronger (+9.9%), countered by a weak gain for US-based busted CBs (+0.2%) and losses in the balanced category (-1.9%). For 2025 as a whole, global CBs returned 21% as optimism linked to artificial intelligence (AI) and the direction of interest rates overcame trade and geopolitical volatility, and convertibles were among the leading performers on a global cross-asset basis. Global CB issuance ended 2025 on a strong note as December contributed $12.3 billion, more than twice the long-term monthly average, pushing full-year global new supply up to $166.5 billion, the most since 2001 and just $200 million shy of the all-time record. Contributors: Health care, information technology (IT), materials and utilities sector holdings foremost. Detractors: Declines for industrials, financials, consumer discretionary and communication services CBs. Outlook: We expect convertible and equity market volatility to persist as investors contend with heightened economic and policy uncertainty, exacerbated by fluidity in the Trump administration's shifting global trade policy framework. Performance Review Seven out of 11 sector allocations contributed to the fund's absolute 4Q25 returns. Health care companies dominated the leaderboard, led by double-digit percentage gains for BridgeBio Pharma ( BBIO ) (clinical-stage biotechnology firm aimed at genetic diseases and cancers), Bruker ( BRKR ) (scientific instruments and analytical/diagnostic tools), PTC ...
Kittisak Kaewchalun /iStock via Getty Images By Paul Wightman The European ethanol market is emerging as an important bridge between volatile feedstock markets (wheat, corn and sugar beet) and the gasoline market. The use of ethanol, which is derived from crops and blended into gasoline, is reducing the volume of pure fossil fuel-based gasoline by adding a biofuel component into the finished gasol...
Kittisak Kaewchalun /iStock via Getty Images By Paul Wightman The European ethanol market is emerging as an important bridge between volatile feedstock markets (wheat, corn and sugar beet) and the gasoline market. The use of ethanol, which is derived from crops and blended into gasoline, is reducing the volume of pure fossil fuel-based gasoline by adding a biofuel component into the finished gasoline grade. Trading volumes in European ethanol markets have risen by around 10% over the past year amid regulatory changes promoting renewable fuels. Chicago Ethanol futures have also been strong, with total volumes reaching around one million contracts in 2025, a level that is broadly steady with the prior year but an increase of over 8% compared to 2023. Strong European Demand Draws U.S. Supplies The U.S. has become a significant ethanol exporter to the U.K. and Europe at large, with fuel-grade exports rising by around 24% overall over the 12-month period to October 2025, according to the latest data from the U.S. Energy Information Administration (EIA). Exports to the EU-27 (the 27 countries within the European Union following the U.K.’s departure) nearly doubled year on year, reflecting two key regulatory drivers: First, the EU raised its renewable energy target to at least 42.5% by 2030 as part of its Renewable Energy Directive III (RED III). Second, many countries eliminated double-counting provisions that previously allowed certain ‘advanced’ biofuels to count twice toward green targets. As of 2026, many of these so-called multipliers have been removed, prompting more countries to seek first-generation, crop-based ethanol products, such as corn-based ethanol. Derivatives Benefit From the Surge in Exports The European ethanol derivatives market has benefited from the stronger flows of U.S. ethanol exports to the EU-27 and the U.K. Exchange-traded volumes show that around 6.5 million cubic meters (5.2 million metric tons) equivalent were traded in 2025, which is an inc...
Roberto Schmidt U.S. President Donald Trump on Thursday cast the market reaction to the war in Iran as milder than he expected, saying he had figured oil ( CL1:COM ) ( CO1:COM ) would surge more sharply and stocks ( SP500 ) ( DJI ) ( COMP:IND ) would fall harder on the back of the Middle East conflict. “Frankly, I thought the oil prices would go up more and I thought the stock market would go down...
Roberto Schmidt U.S. President Donald Trump on Thursday cast the market reaction to the war in Iran as milder than he expected, saying he had figured oil ( CL1:COM ) ( CO1:COM ) would surge more sharply and stocks ( SP500 ) ( DJI ) ( COMP:IND ) would fall harder on the back of the Middle East conflict. “Frankly, I thought the oil prices would go up more and I thought the stock market would go down more,” Trump said during a cabinet meeting. “Hasn’t been nearly as severe as I thought. I think they have confidence in the American president and maybe the people sitting around this table.” To be sure, since the war erupted at the end of February, Brent crude has surged over 40% to above $100 per barrel as fighting and shipping disruptions rattled energy markets. By contrast, the S&P 500 Index ( SP500 ) has fallen about 4% over the same stretch and remains near all-time highs. Trump touted the Dow's ( DJI ) run to 50K before the war, as well as record tax refunds and his efforts to bring down prescription drug costs. Despite recent market volatility, the president said he remains confident that energy prices will ease over time. Seeking Alpha Market-tracking funds: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). Oil ETFs: ( USO ), ( UCO ), ( DBO ), ( OILK ), and ( USL ). Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on Crude Oil Futures, Brent Futures, etc. Iran War Could Escalate Into A Highly Damaging Energy Crisis What The 'Wall Of Worry' Indicator Says About This Market Hope Wanes, USD Little Changed While Bonds And Stocks Weaken Investors should capitalize on current market dislocation – strategist Wall Street trades lower as attention remains focused on the Middle East conflict
Alexyz3d/iStock via Getty Images Thesis: SpaceX IPO to be a long-term positive With the recent news that a SpaceX IPO may just be around the corner, I think it is well worth taking a look at the implications for Rocket Lab ( RKLB ). My long-term case here is that Rocket Lab is well-capitalised, strategically positioned, and set up quite nicely for growth, with the $1 billion forward equity raise g...
Alexyz3d/iStock via Getty Images Thesis: SpaceX IPO to be a long-term positive With the recent news that a SpaceX IPO may just be around the corner, I think it is well worth taking a look at the implications for Rocket Lab ( RKLB ). My long-term case here is that Rocket Lab is well-capitalised, strategically positioned, and set up quite nicely for growth, with the $1 billion forward equity raise giving them optionality to fund future Neutron development. With long-term upside coming from finding its niche in medium-lift launch and national security contracts. If we combine this with limited competition outside SpaceX for its payload class and potential sector validation from a SpaceX IPO, I see more upside. I last covered Rock Lab after the last earnings, in which we heard about a delay in the Neutron's trajectory. However, I didn't think this changed the investment thesis all that much. I am still bullish and think the company has the ability to leverage high valuation multiples for strategic growth. So in short, whilst the stock is clearly priced for high growth, the case hinges more on Rocket Lab capturing underserved demand, as I'll explain. $1 billion in stock distribution As you know, Rocket Lab has just announced a pretty significant capital-raising initiative. They’ve entered into an equity distribution agreement that should allow them to sell up to a hefty $1 billion worth of their common stock over time. So rather than issuing all shares at once, the plan here is to gradually sell them into the market, either directly or via some kind of syndicate of major financial institutions. It’s an at-the-market style approach that essentially allows them to raise funds under favourable market conditions. And that's probably what we should expect with the major upcoming catalysts. One thing that comes to mind first here is the upcoming Neutron launch; if we do see favourable news about the launch, this could very well boost the share price, and we could expect an equ...
Sundry Photography Shares of Grocery Outlet ( GO ) are nearly 10% higher in reaction to a large share purchase by the company’s chief executive. According to a filing with the U.S. Securities and Exchange Commission, Jason Potter bought a little over 112K shares in two separate transactions at an average price of $6.52 per share. During the month of March, Potter has made numerous purchases of the...
Sundry Photography Shares of Grocery Outlet ( GO ) are nearly 10% higher in reaction to a large share purchase by the company’s chief executive. According to a filing with the U.S. Securities and Exchange Commission, Jason Potter bought a little over 112K shares in two separate transactions at an average price of $6.52 per share. During the month of March, Potter has made numerous purchases of the company’s stock, putting his total holding in Grocery Outlet ( GO ) at 687,174 shares as of March 26. More on Grocery Outlet Grocery Outlet's Turnaround Might Take Awhile Grocery Outlet: No Turnaround In Sight Grocery Outlet Holding Corp. (GO) Q4 2025 Earnings Call Transcript Small-cap consumer staples stocks: top and bottom quant picks post earnings Grocery Outlet slides to an all-time low as promotions whack margins
davidfillion/iStock via Getty Images Main Thesis & Background The purpose of this article is to evaluate the iShares MSCI Canada ETF ( EWC ) as an investment option at its current market price. This is a fund that is exclusively focused on Canadian equities, with a bias towards large and medium-sized companies. My followers know I have been partial to Canadian equities for non-U.S. exposure for ye...
davidfillion/iStock via Getty Images Main Thesis & Background The purpose of this article is to evaluate the iShares MSCI Canada ETF ( EWC ) as an investment option at its current market price. This is a fund that is exclusively focused on Canadian equities, with a bias towards large and medium-sized companies. My followers know I have been partial to Canadian equities for non-U.S. exposure for years and EWC is one of the ways I accomplish that objective. This fund was one I had rated a Buy in mid-2025 and, looking back, this sure has been the right call: Fund Performance (Seeking Alpha) This performance has quite frankly been even better than I expected so I'm quite content with my allocation! But it got me thinking, should I be making any adjustments in 2026, especially since volatility is on the rise? After review, I think a bull case for EWC can still be made. I like the idea of diversifying away from the U.S. and into other developed markets and I see a few reasons why Canada is a decent bet. This ETF's performance speaks for itself and I think more gains are on the way. I am therefore keeping the Buy rating in place and will use this article to justify this position. I'm Concerned About The U.S. Consumer To begin this review I will take a minute to discuss the "why" behind why I am looking outside U.S. borders right now. As an American and a primarily U.S.-centric investor, it is always important in my view to give context on why I'm not just adding to the S&P 500 ( SP500 ) with fresh cash (or other tactical U.S.-focused plays). There is always the obvious reason for buying non-U.S. assets for diversification benefits. And that is true here as well, but it doesn't adequately justify why one would really want to be focusing beyond America's borders right now . To get at that, I will confess I have concerns about the sustainability of America's economy at the moment given the pressure on the U.S. consumer. Going into 2026, American households were already seeing...
Michael Thomas Henderson, Chief Executive Officer of Apogee Therapeutics (NASDAQ:APGE) , reported the sale of 20,000 shares of common stock in multiple open-market transactions on March 11, 2026, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($74.78). Apogee Therapeutics is a clinical-stage biotechnology company specializing in the develop...
Michael Thomas Henderson, Chief Executive Officer of Apogee Therapeutics (NASDAQ:APGE) , reported the sale of 20,000 shares of common stock in multiple open-market transactions on March 11, 2026, according to a SEC Form 4 filing . Transaction value based on SEC Form 4 weighted average purchase price ($74.78). Apogee Therapeutics is a clinical-stage biotechnology company specializing in the development of extended half-life monoclonal antibodies for immunological and inflammatory diseases. With a pipeline of differentiated biologics and a focus on subcutaneous delivery, the company seeks to address significant unmet medical needs in dermatology and pulmonology. Apogee's strategy leverages proprietary antibody engineering to achieve competitive advantages in dosing convenience and therapeutic efficacy. Continue reading
Even with gas prices soaring above $4.00 a gallon in some places, it's still uncertain if this will push electric vehicle (EV) adoption into its next growth phase. This isn't because drivers don't want a cheaper way to fuel their cars; it's because electric vehicles aren't a perfect solution. Top of mind for drivers is how far they can get on a charge. It's called range anxiety, i.e., the fear tha...
Even with gas prices soaring above $4.00 a gallon in some places, it's still uncertain if this will push electric vehicle (EV) adoption into its next growth phase. This isn't because drivers don't want a cheaper way to fuel their cars; it's because electric vehicles aren't a perfect solution. Top of mind for drivers is how far they can get on a charge. It's called range anxiety, i.e., the fear that the car will run out of battery power before reaching a charging station. Today, most EVs deliver a range exceeding 200 miles per charge. And while this exceeds the average daily commuting distance for U.S.drivers, the psychological barrier is very real, and won't likely be assuaged until we start seeing EVs deliver ranges that exceed those of gas-powered cars. Continue reading