Europe is about to start the gas stockpiling season with key storage tanks depleted, meaning it will need to compete even more with Asian buyers to secure supplies, just as the Middle East conflict disrupts energy flows. Dutch facilities are now just about 6% full , the lowest for this time of year in data going to late 2010, according to Gas Infrastructure Europe. In Germany, home to the region’s...
Europe is about to start the gas stockpiling season with key storage tanks depleted, meaning it will need to compete even more with Asian buyers to secure supplies, just as the Middle East conflict disrupts energy flows. Dutch facilities are now just about 6% full , the lowest for this time of year in data going to late 2010, according to Gas Infrastructure Europe. In Germany, home to the region’s biggest sites, inventories are also much lower than usual, at about 22%. The continent’s gas storage is in focus as the war in Iran has tightened global supplies and boosted prices. The war has come at a tricky time as Europe emerges from winter with storage tanks depleted, fueling prospects that it will have to purchase more liquefied natural gas cargoes this summer to refill them, vying with Asia for fewer available supplies. The European Union’s energy chief has told member states to start filling gas storage early in order to avoid supply competition that could push prices up over summer. Governments should also lower their storage filling targets to 80% and make the most of the flexibilities offered by EU law, Energy Commissioner Dan Jorgensen wrote in a letter. Seasonal gas spreads have so far made it unprofitable to fill storage sites, but that’s starting to change. News of the extensive damage to Qatar’s facilities pushed up longer-term gas contracts in Europe last week. That improved key seasonal spreads needed to encourage summer stockpiling. Benchmark European gas futures have jumped more than 55% since the war began. Europe’s total gas storages are about 28% full, the lowest for the time of year since 2022.
June S&P 500 E-Mini futures (ESM26) are up +0.80%, and June Nasdaq 100 E-Mini futures (NQM26) are up +1.01% this morning as oil prices slumped after the Trump administration intensified efforts to end the Middle East conflict.
June S&P 500 E-Mini futures (ESM26) are up +0.80%, and June Nasdaq 100 E-Mini futures (NQM26) are up +1.01% this morning as oil prices slumped after the Trump administration intensified efforts to end the Middle East conflict.
Nvidia shares were rising early on Wednesday. The chip maker was shrugging off the entry of Arm Holdings into the artificial-intelligence processor market. Meta Platforms and OpenAI—both significant clients for Nvidia—will be among the first customers for the chip, called Arm AGI CPU.
Nvidia shares were rising early on Wednesday. The chip maker was shrugging off the entry of Arm Holdings into the artificial-intelligence processor market. Meta Platforms and OpenAI—both significant clients for Nvidia—will be among the first customers for the chip, called Arm AGI CPU.
PDD Holdings press release ( PDD ): Q4 Non-GAAP EPADS of $2.53 misses by $0.52 . Revenue of $17.72B (+12.0% Y/Y) misses by $390M . Revenues from online marketing services and others were RMB60,010.1 million (US$8,581.3 million), an increase of 5% from RMB57,011.1 million in the same quarter of 2024. Revenues from transaction services were RMB63,902.1 million (US$9,137.9 million), an increase of 19...
PDD Holdings press release ( PDD ): Q4 Non-GAAP EPADS of $2.53 misses by $0.52 . Revenue of $17.72B (+12.0% Y/Y) misses by $390M . Revenues from online marketing services and others were RMB60,010.1 million (US$8,581.3 million), an increase of 5% from RMB57,011.1 million in the same quarter of 2024. Revenues from transaction services were RMB63,902.1 million (US$9,137.9 million), an increase of 19% from RMB53,599.0 million in the same quarter of 2024. Net cash generated from operating activities was RMB24,119.5 million (US$3,449.0 million), compared with RMB29,547.2 million in the same quarter of 2024. Cash, cash equivalents and short-term investments were RMB422.3 billion (US$60.4 billion) as of December 31, 2025, compared with RMB331.6 billion as of December 31, 2024. More on PDD Holdings PDD Holdings: This Retail Disruptor Appears Undervalued PDD Holdings: Temu Pessimism Offers A Discount On China's Best Fortress Balance Sheet PDD Holdings Q4 2025 Earnings Preview Quant snapshot: AAR, Noah Holdings lead strong buys as Blaize, Fractyl Health lag Seeking Alpha’s Quant Rating on PDD Holdings
In this article ARM META META AVGO Follow your favorite stocks CREATE FREE ACCOUNT Rene Haas, chief executive officer of Arm Holdings Plc, holds the AGI CPU chip during the Arm Everywhere event in San Francisco, California, US, on Tuesday, March 24, 2026. David Paul Morris | Bloomberg | Getty Images Arm jumped in early market trading Wednesday after the company said its newly released in-house chi...
In this article ARM META META AVGO Follow your favorite stocks CREATE FREE ACCOUNT Rene Haas, chief executive officer of Arm Holdings Plc, holds the AGI CPU chip during the Arm Everywhere event in San Francisco, California, US, on Tuesday, March 24, 2026. David Paul Morris | Bloomberg | Getty Images Arm jumped in early market trading Wednesday after the company said its newly released in-house chip would generate $15 billion in revenue alone by 2031. The British semiconductor and software design firm revealed its first-ever internal chip, the AGI CPU, at an event in San Francisco on Tuesday. The chip is designed specifically for AI inference in data centers, as demand for central processing units has surged with the rise of agentic AI. The new chip is expected to generate $15 billion in revenue by 2031, with total annual revenue of $25 billion and earnings per share of $9, Arm's CEO Rene Haas said at the event. The revenue expectation is six times more than the $4 billion it generated in annual revenue in 2025. Arm was last up around 13.2% in premarket trading. The stock closed down 1.5% on Tuesday. For decades, Arm has typically licensed its instruction sets to other companies and collected royalties on every processor made with its designs. However, with its new chip, it's now competing with its own customers, including Amazon , Microsoft , Nvidia , and Google . 'Significant shift' Arm's announcement is the "most significant shift in the company's history," Citi analysts said in a note on Wednesday. While the company's move to manufacturing chips was a poorly kept secret, the news of the fully developed server chip, the support from major firms like Meta and OpenAI, and bullish revenue expectations, led to a positive suprise for the market, they said. "Arm's forecasts are well above even the highest of speculated estimates," and should ease any concerns about a change in the company's margin structure, the analysts said. "The $15bn in revenue forecast would, on th...
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Qualcomm (NASDAQ:QCOM) and the rest of the processors and graphics chips stocks fared in Q4.
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Qualcomm (NASDAQ:QCOM) and the rest of the processors and graphics chips stocks fared in Q4.