Negotiations deadlocked as No 10 wants more action on beach patrols but France has concerns over safety The UK’s agreement with France to pay for beach patrols is on the verge of collapse amid wrangling over the number of small boat interceptions and the safety of asylum seekers in French waters. Negotiations over plans to revamp the three-year, £480m deal remain deadlocked, despite the involvemen...
Negotiations deadlocked as No 10 wants more action on beach patrols but France has concerns over safety The UK’s agreement with France to pay for beach patrols is on the verge of collapse amid wrangling over the number of small boat interceptions and the safety of asylum seekers in French waters. Negotiations over plans to revamp the three-year, £480m deal remain deadlocked, despite the involvement of ministers including Shabana Mahmood, the home secretary. The deal expires at midnight on Tuesday. Continue reading...
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. The S & P 500 struggled to hold on to its gains to start the holiday-shortened week of trading. After a nice early morning pop following President Donald Trump's latest comments on the war in Iran, the market reversed and was le...
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. The S & P 500 struggled to hold on to its gains to start the holiday-shortened week of trading. After a nice early morning pop following President Donald Trump's latest comments on the war in Iran, the market reversed and was led lower by the tech-heavy Nasdaq. U.S. oil benchmark West Texas Intermediate crude climbed back above $100 per barrel, up more than 3% on the day. In the current environment, bond prices tend to fall, pushing higher yields, when oil rallies because rising energy costs fuel inflation concerns. In his Sunday column , Jim Cramer noted that these rising bond yields are yet another headwind for some stocks during the war. On Monday, at least, the move in oil isn't corresponding with a jump in bond yields. The yield on the 10-yearTreasury note is down about 10 basis points to around 4.32% after Federal Reserve Chair Jerome Powell poured cold water on the idea that a short-term spike in energy costs will require an interest rate hike. While the broader market drops slightly, the AI buildout part of the portfolio is experiencing more meaningful declines. Broadcom , Eaton , GE Vernova , Corning , Nvidia and Qnity Electronics were all lower. Other AI-related stocks outside our portfolio — including Micron , Lam Research , Applied Materials , CoreWeave and Vertiv — also traded lower. Corning, GE Vernova, Eaton, and Qnity traded higher last week, so it's possible Monday's move is simply a rotation into more beaten-down groups like software, which is catching a bid. Palo Alto Networks , CrowdStrike and Salesforce were the three biggest gainers in the portfolio on Monday. But one could also argue that OpenAI's sudden decision last week to shut down its Sora video-generation app is a sign that AI companies are starting to become more deliberate and rational about how they spend and alloca...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.29%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.67%. Stock indexes are mixed in afternoon trading as Treasury Yields retreated after comments from...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.29%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.26%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.67%. Stock indexes are mixed in afternoon trading as Treasury Yields retreated after comments from...
Brent Sullivan, tax analyst at Tax Alpha Insider, joins Katie Greifeld, Scarlet Fu, and Eric Balchunas "Bloomberg ETF IQ." They discuss 351 ETF Exchanges, which is when an investor see's a new fund with appreciated securities with an aim to avoid or lesson capital gain taxes. (Source: Bloomberg)
Brent Sullivan, tax analyst at Tax Alpha Insider, joins Katie Greifeld, Scarlet Fu, and Eric Balchunas "Bloomberg ETF IQ." They discuss 351 ETF Exchanges, which is when an investor see's a new fund with appreciated securities with an aim to avoid or lesson capital gain taxes. (Source: Bloomberg)
CrowdStrike (NASDAQ:CRWD) stock is trading up 4% in Monday afternoon trading, with shares around $383 after opening at $369.58. The move is a sharp reversal from last Friday’s selloff, which sent CRWD shares tumbling alongside the broader cybersecurity sector. The catalyst today is a double shot of analyst conviction. Morgan Stanley named CrowdStrike among its top ... CrowdStrike Gains 4% as Morga...
CrowdStrike (NASDAQ:CRWD) stock is trading up 4% in Monday afternoon trading, with shares around $383 after opening at $369.58. The move is a sharp reversal from last Friday’s selloff, which sent CRWD shares tumbling alongside the broader cybersecurity sector. The catalyst today is a double shot of analyst conviction. Morgan Stanley named CrowdStrike among its top ... CrowdStrike Gains 4% as Morgan Stanley Names It a Top AI Security Bet
Oil prices on course for record monthly rise amid risk of further escalation and mixed messaging from US Donald Trump has threatened to “obliterate” Iran’s power stations and fresh water plants if Tehran does not agree to peace terms “shortly”, even as he claimed diplomatic progress in ending the war that was instigated by the US and Israel. Tehran has remained defiant during the month-long confli...
Oil prices on course for record monthly rise amid risk of further escalation and mixed messaging from US Donald Trump has threatened to “obliterate” Iran’s power stations and fresh water plants if Tehran does not agree to peace terms “shortly”, even as he claimed diplomatic progress in ending the war that was instigated by the US and Israel. Tehran has remained defiant during the month-long conflict, describing US peace proposals as “excessive, unrealistic and irrational” and firing waves of missiles at Israel. Continue reading...
fokkebok/iStock via Getty Images Ørsted ( DNNGY ) surged 7.3% in Monday's trading as Bank of America said the offshore wind power developer will benefit from a pivot away from fossil fuels in Europe and cooling regulatory pressure in the U.S. "We think risk of adverse policy action against Ørsted's two U.S. offshore projects has eased," BofA analysts said in a note, adding the Middle East war " wi...
fokkebok/iStock via Getty Images Ørsted ( DNNGY ) surged 7.3% in Monday's trading as Bank of America said the offshore wind power developer will benefit from a pivot away from fossil fuels in Europe and cooling regulatory pressure in the U.S. "We think risk of adverse policy action against Ørsted's two U.S. offshore projects has eased," BofA analysts said in a note, adding the Middle East war " will create impetus for fossil fuel independence in Europe, with offshore wind a key potential beneficiary. The Trump administration ordered a halt to construction of five U.S. offshore wind projects in December, including Ørsted's ( DNNGY ) Revolution Wind and Sunrise Wind projects, but did not appeal a judge's ruling earlier this year that operations could restart at the Revolution site off the coast of Rhode Island. An appeal deadline regarding a similar ruling over Ørsted's ( DNNGY ) Sunrise site off the coast of Long Island is coming on April 3, and the BofA analysts expect the date to pass without any appeal forthcoming. Also, the Trump administration's move to pay TotalEnergies ~$1B to walk away from plans to construct wind farms off the U.S. east coast suggests White House recognition that such agreements cannot be ended arbitrarily, the analysts said. The Revolution and Sunrise projects together account for ~15% of the company's EBITDA, according to analysts at Italian investment bank Equita. In addition to positive developments in the U.S., BofA believes the pressure on oil and gas caused by the Middle East war will spark greater European focus on renewable energy sources such as offshore wind. More on Ørsted ØRsted: Back To An Execution Focus Ørsted Q4 2025 Earnings Call Transcript Ørsted Q4 2025 Earnings Call Presentation
Semiconductor stocks and AI stocks are slowing down, even though their financials aren’t. One stock I’m especially hopeful about is Arm Holdings (NASDAQ:ARM), and it’s one I believe is worth accumulating no matter what happens to AI. This is due to a significant mismatch between several essential tech components. Arm is built to bridge that ... This 1 Tech Stock is Worth Buying Hand-Over-Fist, Eve...
Semiconductor stocks and AI stocks are slowing down, even though their financials aren’t. One stock I’m especially hopeful about is Arm Holdings (NASDAQ:ARM), and it’s one I believe is worth accumulating no matter what happens to AI. This is due to a significant mismatch between several essential tech components. Arm is built to bridge that ... This 1 Tech Stock is Worth Buying Hand-Over-Fist, Even in This Environment
puhimec/iStock via Getty Images Industry Drivers Support Construction and Engineering Growth Alpha Picks stock winner , Argan, Inc. ( AGX ), surged 38% Friday, reminding investors that not all stocks are impacted by the same macro pressures. While markets remain focused on higher oil prices and inflation arising from geopolitical uncertainty, AGX delivered a blowout earnings report highlighted by ...
puhimec/iStock via Getty Images Industry Drivers Support Construction and Engineering Growth Alpha Picks stock winner , Argan, Inc. ( AGX ), surged 38% Friday, reminding investors that not all stocks are impacted by the same macro pressures. While markets remain focused on higher oil prices and inflation arising from geopolitical uncertainty, AGX delivered a blowout earnings report highlighted by a $2.9 billion project backlog, which provides clear earnings visibility into demand for large-scale power infrastructure. Argan, Inc. Quarterly Earnings Presentation This type of sector- and industry-specific strength reinforces an important theme in today’s market. Select segments of the economy, particularly within Industrials, are benefiting from large-scale infrastructure investment trends that are not directly impacted by short-term macro volatility. In industries like Construction and Engineering, multi-year project backlogs can translate into earnings strength and continued price momentum. In this article, I highlight three Quant Strong Buys in the Construction and Engineering industry that are well-positioned to capitalize on these demand trends and potentially follow AGX’s lead. How I Selected the Best Industrials Stocks to Buy Now To select the best stocks to follow AGX’s lead, I used the Seeking Alpha Stock Screener and targeted Quant Strong Buys. Then I selected the sector & industry filter so I could sort for targeted stocks in the Industrials sector and the Construction and Engineering industry. I dug further to find compelling backlog stories that reveal strong earnings visibility. 1. Sterling Infrastructure, Inc. ( STRL ) Market Capitalization: $12.89B Quant Rating: Strong Buy Quant Sector Ranking (as of 03/30/2026): 7 out of 611 Quant Industry Ranking (as of 03/30/2026): 1 out of 37 Sector: Industrials Industry: Construction and Engineering Seeking Alpha One of my Alpha Picks holdings, Sterling Infrastructure, is a market leader in large-scale E-infrastruc...
Elon Musk still loves crypto, and he doesn't hide it. The world's wealthiest person, he is well-known for his leadership of Tesla, SpaceX, X (formerly Twitter), and xAI. Tesla (Nasdaq: TSLA) disclosed holding 43,200 Bitcoin in February 2021 but sold 75% of it during the 2022 crypto ...
Elon Musk still loves crypto, and he doesn't hide it. The world's wealthiest person, he is well-known for his leadership of Tesla, SpaceX, X (formerly Twitter), and xAI. Tesla (Nasdaq: TSLA) disclosed holding 43,200 Bitcoin in February 2021 but sold 75% of it during the 2022 crypto ...
Los Angeles’ water and power utility is tapping the municipal bond market with its first offering since a judge ruled last month that the utility must face hundreds of lawsuits faulting its response to the devastating 2025 Palisades Fire. The Los Angeles Department of Water and Power — the largest municipal electric utility in the US — plans to sell $400 million in power revenue bonds this week. T...
Los Angeles’ water and power utility is tapping the municipal bond market with its first offering since a judge ruled last month that the utility must face hundreds of lawsuits faulting its response to the devastating 2025 Palisades Fire. The Los Angeles Department of Water and Power — the largest municipal electric utility in the US — plans to sell $400 million in power revenue bonds this week. The borrowing comes during a quiet stretch for issuance otherwise, with only about $6.4 billion of muni deals scheduled in the period, according to JPMorgan Chase & Co. Concerns about the utility’s credit profile increased after a Los Angeles Superior Court judge concluded that a unique California law allows property and business owners to pursue claims that LADWP failed to supply enough water to fight the blaze that consumed the Pacific Palisades area, causing tens of billions of dollars in damage. The utility has said it will appeal the ruling. Read more: LA Fire Victims Can Pursue City Utility Claims, Judge Rules Moody’s Ratings analysts said the firm took into consideration “substantial contingent liabilities” associated with the Palisades Fire in its rating, which is three levels below the top mark. “The outcome of civil litigation is not expected to be known for some time, but adds significant uncertainty to the power system’s longer-term financial profile,” the analysts wrote in a report. Proceeds from the sale will go toward the utility’s capital-improvement plans for its power system, which includes projects connected to rebuilding areas damaged by the Palisades Fire, according to bond documents. The fire, which impacted the power system, burned almost 24,000 acres and damaged or destroyed over 7,800 structures. After the deadly wildfires, S&P Global Ratings lowered the utility’s power-system debt to A from AA-. LADWP later switched rating firms, and Moody’s downgraded that debt one level to Aa3 this month. LA-based Bel Air Investment Advisors sold all of its exposu...
neiu20001/iStock Editorial via Getty Images Yesway Is Growing Profitably Yesway, Inc. ( YSWY ) has filed to raise public capital from an IPO of its Class A common stock, per an S-1 registration statement recently filed with the SEC. The company operates a network of convenience stores mostly in lower-tier and rural markets in the central and southern United States. Revenue is growing moderately, b...
neiu20001/iStock Editorial via Getty Images Yesway Is Growing Profitably Yesway, Inc. ( YSWY ) has filed to raise public capital from an IPO of its Class A common stock, per an S-1 registration statement recently filed with the SEC. The company operates a network of convenience stores mostly in lower-tier and rural markets in the central and southern United States. Revenue is growing moderately, but the firm is profitable and is pursuing both organic growth (new store development) and acquisition growth drivers to expand its footprint. The IPO will likely be in demand from institutional investors, assuming management’s valuation assumptions are reasonable. What Does Yesway Do? Yesway is expanding its network of convenience stores and fueling stations operating via its brands Yesway and Allsup’s. The firm previously began an IPO process in late 2021, as I wrote about here , but ended that process due to unfavorable IPO market conditions at the time. Since then, Yesway has grown its network by a net of 16 stores, while total revenue has risen from a run rate of about $1.6 billion in 2021 to $2.7 billion in 2025, and total liabilities have also risen materially. Operating margin has also increased since the original IPO attempt, as has operating cash flow. The company had 419 stores in seven states as of December 31, 2025, per the map below: SEC Yesway sells both third-party convenience store merchandise and its house brand products. The firm was founded in 2015 by private equity firm Brookwood and has grown substantially through 27 acquisitions while building organically (90 stores by the end of 2025). However, if Yesway wants to expand its geographic footprint, it would have logistics constraints in that it would have to build (or buy) distribution and other capabilities to support the expanded footprint while building brand density for marketing and logistics efficiencies of scale. The company's 2025 revenue contribution by segment is shown in the pie chart below: S...
Michael Allen, a former White House adviser in the Bush administration, said Iran still appears to be in the hands of a hardliners which could mean a more drawn-out conflict and make striking a deal difficult. US President Donald Trump repeated threats to destroy Iranian energy assets if the Strait of Hormuz isn’t reopened soon, raising fears the war could escalate after more American troops arriv...
Michael Allen, a former White House adviser in the Bush administration, said Iran still appears to be in the hands of a hardliners which could mean a more drawn-out conflict and make striking a deal difficult. US President Donald Trump repeated threats to destroy Iranian energy assets if the Strait of Hormuz isn’t reopened soon, raising fears the war could escalate after more American troops arrived in the region. The US “is in serious discussions” with what he called a new regime in Iran to end military operations, Trump said in a social-media post on Monday. But if a deal isn’t reached and Hormuz reopened, “we will conclude our lovely “stay” in Iran by blowing up and completely obliterating all of their Electric Generating Plants, Oil Wells and Kharg Island (and possibly all desalinization plants!).” (Source: Bloomberg)