(RTTNews) - Entergy Louisiana, a subsidiary of Entergy Corp. (ETR), on Friday announced an additional agreement with Meta Platforms, Inc. (META)to support a hyperscale data center in Northeast Louisiana, expected to deliver approximately $2 billion in customer savings over 20 yea
(RTTNews) - Entergy Louisiana, a subsidiary of Entergy Corp. (ETR), on Friday announced an additional agreement with Meta Platforms, Inc. (META)to support a hyperscale data center in Northeast Louisiana, expected to deliver approximately $2 billion in customer savings over 20 yea
The State Street SPDR Portfolio MSCI Global Stock Market ETF (NYSEMKT:SPGM) and the iShares MSCI Emerging Markets ETF (NYSEMKT:EEM) differ most in cost, risk profile, and geographic focus: EEM charges much higher fees and concentrating on emerging markets, while SPGM offers broader global diversification at a lower expense. SPGM aims to provide low-cost, diversified exposure to both developed and ...
The State Street SPDR Portfolio MSCI Global Stock Market ETF (NYSEMKT:SPGM) and the iShares MSCI Emerging Markets ETF (NYSEMKT:EEM) differ most in cost, risk profile, and geographic focus: EEM charges much higher fees and concentrating on emerging markets, while SPGM offers broader global diversification at a lower expense. SPGM aims to provide low-cost, diversified exposure to both developed and emerging global equities, making it a core holding for investors seeking worldwide stock market coverage. In contrast, EEM focuses specifically on large- and mid-cap stocks within emerging economies, offering a targeted way to access faster-growing markets but with a narrower, more volatile profile. This comparison highlights each fund’s cost, recent performance, risk, and portfolio composition to help clarify which approach may better fit different objectives. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Continue reading
alexsl/iStock Unreleased via Getty Images Anthropic's ( ANTHRO ) latest AI model, Claude Mythos, which is also its most powerful, was revealed through a data leak, according to Fortune . Reports of the new model went public the same night that the Amazon ( AMZN ) and Google-backed ( GOOGL )( GOOG ) startup won a court order blocking a Trump Administration ban on government use of its artificial in...
alexsl/iStock Unreleased via Getty Images Anthropic's ( ANTHRO ) latest AI model, Claude Mythos, which is also its most powerful, was revealed through a data leak, according to Fortune . Reports of the new model went public the same night that the Amazon ( AMZN ) and Google-backed ( GOOGL )( GOOG ) startup won a court order blocking a Trump Administration ban on government use of its artificial intelligence technology after arguing the move could cost the company billions in revenue. Anthropic has already allowed some select customers early access to test the new model, the report said. Details of Mythos became known due to a cache of documents that were stored in the company's content management system. It included not-yet published blog posts and other information, such as details for a planned invite-only CEO summit in Europe later this year. Anthropic has since taken steps to secure the data. It was exposed due to a "human error" in the CMS configuration. "We're developing a general-purpose model with meaningful advances in reasoning, coding, and cybersecurity," an Anthropic spokesperson said, according to the report. "Given the strength of its capabilities, we're being deliberate about how we release it." "Mythos is a new name for a new tier of model: larger and more intelligent than our Opus models—which were, until now, our most powerful," according to an unpublished blog post on the new model. "We chose the name to evoke the deep connective tissue that links together knowledge and ideas." "Although Mythos is currently far ahead of any other AI model in cyber capabilities, it presages an upcoming wave of models that can exploit vulnerabilities in ways that far outpace the efforts of defenders," it read. Anthropic PBC is also reportedly weighing an initial public offering as soon as October, as it competes with rival OpenAI (OPENAI ) in the IPO race. More on Anthropic and Amazon Alphabet Faces A New Gating Factor In The AI Selloff Alphabet: 18% Off Its High, I...
格隆汇3月27日丨道指跌0.21%，标普500指数跌0.36%，纳指跌0.55%。科技股中，英伟达股价下跌0.63%，苹果股价上涨0.75%，谷歌-A股价下跌0.9%，微软股价下跌1.32%，亚马逊股价下跌1.28%，特斯拉股价下跌0.83%，Meta Platforms Inc Class A股价下跌1.06%，奈飞股价上涨1.18%。
格隆汇3月27日丨道指跌0.21%，标普500指数跌0.36%，纳指跌0.55%。科技股中，英伟达股价下跌0.63%，苹果股价上涨0.75%，谷歌-A股价下跌0.9%，微软股价下跌1.32%，亚马逊股价下跌1.28%，特斯拉股价下跌0.83%，Meta Platforms Inc Class A股价下跌1.06%，奈飞股价上涨1.18%。
The average brokerage recommendation (ABR) for Nvidia (NVDA) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
The average brokerage recommendation (ABR) for Nvidia (NVDA) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?
JohnnyWalker61/iStock Editorial via Getty Images Introduction Fans of the Music Man will understand the photo choice as their early history was built around their wagon service, delivering mail and household goods out west. From those roots, Wells Fargo & Company ( WFC ) is now one of the largest US-based banks. As Wells Fargo has six preferred stocks to pick from, I chose the ones with the lowest...
JohnnyWalker61/iStock Editorial via Getty Images Introduction Fans of the Music Man will understand the photo choice as their early history was built around their wagon service, delivering mail and household goods out west. From those roots, Wells Fargo & Company ( WFC ) is now one of the largest US-based banks. As Wells Fargo has six preferred stocks to pick from, I chose the ones with the lowest or highest coupon amongst the $25 Par issues, those being: Wells Fargo & Co 4.25% Dep Shares Non-Cumul Perp Cls A Preferred Stock Series DD ( WFC.PR.D ) Wells Fargo & Co., 5.625% Dep Shares Non-Cumul Class A Preferred Stock Series Y ( WFC.PR.Y ) If picking between these two, my Buy rating would be for the Series D. A +6% yield is decent for the low risk in ownership. Understanding Wells Fargo & Company Data by YCharts Seeking Alpha describes this bank as (edited): Wells Fargo & Company, a financial services company, provides diversified banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Investment Management. The company’s financial products and services include checking and savings accounts, and credit and debit cards, as well as home, auto, personal, and small business lending services. It also provides personalized wealth management, brokerage, financial planning, lending, private banking, trust and fiduciary products and services; and financial solutions to private, family owned and public companies through products and services including banking and credit products across multiple industry sectors and municipalities. In addition, it offers a suite of capital markets, banking, and financial products and services, such as corporate banking, investment banking, treasury management, commercial real estate lending and servicing, equity, and fixed income solutions...
Sam Edwards/OJO Images via Getty Images Uncertainty is high The US BLS is set to release the March labor market report on April 3rd, which will be very important following the surprise -92K jobs lost in February. Another month of job losses could signal a recession, especially if the unemployment rate increases, while a rebound would confirm the consensus no-hire/no-fire labor market state. Based ...
Sam Edwards/OJO Images via Getty Images Uncertainty is high The US BLS is set to release the March labor market report on April 3rd, which will be very important following the surprise -92K jobs lost in February. Another month of job losses could signal a recession, especially if the unemployment rate increases, while a rebound would confirm the consensus no-hire/no-fire labor market state. Based on the recent data, I expect a mild rebound to 20-40K NFP, with the unemployment rate unchanged at 4.4%, although the risk is to the downside, given the war in Iran and rising oil prices. Stagflation is now becoming a baseline scenario. Trading Economics The recent trend in non-farm payrolls The recent trend in non-farm jobs creation has been volatile. Specifically, over the last 9 months, 5 months have shown job losses, and it was a zig-zag type of pattern—1 month positive and 1 month negative. This pattern could be due to the BLS statistical methodology, which suggests that March could be positive. Trading Economics So, what happened in February? What explains -92K jobs lost? The chart below shows that the two categories with consistent job creation over the recent period have both shown job losses in February—Health and Private Education lost -34K jobs, while Leisure and Hospitality lost 27K jobs. Apparently, –28k healthcare payroll jobs lost are directly attributed to strikes, specifically to Kaiser Permanente workers in California and Hawaii. The Kaiser Permanente strike officially ended February 23, 2026, which means that these jobs will be added back to the March labor market report—which points to a rebound of overall payrolls. On the other hand, the job losses in leisure and hospitality could point to a consumer weakness, although some could be weather-related. BLS Effects from the Iran war and higher oil prices The March labor market report will be uncertain due to potential effects from the Iran war, which started on February 28th, and the related increase in oil...
Micron (NASDAQ: MU) is in an enviable situation where demand for its products exceeds supply. *Stock prices used were the afternoon prices of March 23, 2026. The video was published on March 25, 2026. Continue reading
Micron (NASDAQ: MU) is in an enviable situation where demand for its products exceeds supply. *Stock prices used were the afternoon prices of March 23, 2026. The video was published on March 25, 2026. Continue reading
When an 82-year-old Kentucky woman was offered $26 million from an AI company that wanted to build a data center on her land, she said no. Sure, that same company can try to rezone 2,000 acres nearby anyway, but as AI infrastructure stretches further into the real world, the real world is starting to push back. That tension is everywhere […]
When an 82-year-old Kentucky woman was offered $26 million from an AI company that wanted to build a data center on her land, she said no. Sure, that same company can try to rezone 2,000 acres nearby anyway, but as AI infrastructure stretches further into the real world, the real world is starting to push back. That tension is everywhere […]
akinbostanci/E+ via Getty Images Investment Thesis SoFi Technologies Inc. ( SOFI ) has corrected by 40% year-to-date and is down by about 28% since my last coverage . This fall is a result of genuine concerns around increasing charge-offs, loans, and dependence on loan sales. However, the underlying story has not changed; it has just gotten tougher. I took profits on SOFI near its peak in the $30s...
akinbostanci/E+ via Getty Images Investment Thesis SoFi Technologies Inc. ( SOFI ) has corrected by 40% year-to-date and is down by about 28% since my last coverage . This fall is a result of genuine concerns around increasing charge-offs, loans, and dependence on loan sales. However, the underlying story has not changed; it has just gotten tougher. I took profits on SOFI near its peak in the $30s, and the sharp pullback has significantly improved the risk/reward profile, offering a more attractive entry point, thus warranting a strong buy rating, even in light of high near-term risks, causing me to consider re-entering. So, if SoFi manages to stabilize its credit metrics, it has the potential to continue to deliver robust earnings growth through its cross-sell and fee-based business model. However, the expectations are now at risk as the stock no longer trades on hopes and dreams; it needs to be delivered. Data by YCharts Cross-Buy Rate and Annualized Fee Revenue Boosts Annual EPS Growth By 2028 As I see it, SoFi added 1 million members in Q4-25, and it is bringing the member count to 13.7 million. The product count hit 20.2 million , and account holders opened 40% of added products. This cross-buy rate increased 7 percentage points YoY. This product adoption pattern lowers marketing expenses per user. In my view, when members adopt two or more products, SoFi derives topline without incurring repeat acquisition costs. The reduction in per-product acquisition costs boosts EBITDA margins. With that, EBITDA hit $318 million in Q4 at a 31% margin. The increase in product adoption builds topline from fees that hit $443 million in Q4 and annualizing this figure yields $1.8 billion. The topline stems from the loan platform business, referral fees, interchange revenue, and brokerage ops. Generating topline through fees rather than interest income reduces capital needs. Operations based on fees consume reduced equity amounts, and operating with reduced equity amounts boosts...
The Philippines is seeking broader defence cooperation with Nato’s European members, even as US President Donald Trump remains critical of the transatlantic security alliance’s lack of involvement over the Middle East war. While some observers say the move dovetails with the long-standing security partnership between the Philippines and the United States, Nato’s dominant member, others argue that ...
The Philippines is seeking broader defence cooperation with Nato’s European members, even as US President Donald Trump remains critical of the transatlantic security alliance’s lack of involvement over the Middle East war. While some observers say the move dovetails with the long-standing security partnership between the Philippines and the United States, Nato’s dominant member, others argue that Manila could face a “strategic dilemma” if its ties with the 32-member alliance are contrary to...