Wall Street is pricing in a successful end of the war in a few weeks, the normalization of oil supplies over the summer, and unchanged interest rates throughout the year, according to Seeking Alpha analyst Damir Tokic . However, U.S. President Donald Trump has continued to escalate pressure on Tehran, threatening to target power plants, bridges, and other critical facilities if the waterway remain...
Wall Street is pricing in a successful end of the war in a few weeks, the normalization of oil supplies over the summer, and unchanged interest rates throughout the year, according to Seeking Alpha analyst Damir Tokic . However, U.S. President Donald Trump has continued to escalate pressure on Tehran, threatening to target power plants, bridges, and other critical facilities if the waterway remains closed. The Iranian regime, on the other hand, has rejected every ceasefire effort. “As Tuesday's deadline for Iran to open Hormuz approaches, financial markets remain stable, pricing a successful end of the war within the next 2-3 weeks. The oil futures ( CO1:COM ), ( CL1:COM ) curve is pricing a gradual normalization of oil supplies over the summer. The Fed is expected to keep the rates unchanged through 2026, while the stock market ( SP500 ), ( DJI ), ( COMP:IND ) bounce continues,” Tokic said. “However, the subjective probability of a ceasefire is very low, as Iran rejected the ceasefire proposal,” he continued. “Thus, volatility is likely to return as the situation unfolds, which is also signaled by a rising VIX ( VIX ) despite the bounce in the S&P 500 ( SP500 ).” Joseph Brusuelas, RSM U.S. principal and chief economist, added that commodities exported through the Strait of Hormuz matter to the American economy. “The U.S. economy has absorbed the shock caused by the first month of the war in relatively good shape,” he said. “Both the ISM manufacturing and service s surveys imply modest to solid expansion through the first month of the war.” “We will get a better view of the cost to the American public this week via the March U.S. CPI report, where we expect a 1% jump in inflation on the month, which should translate to a 3.5% year-ago increase with risk of a greater increase,” he added. More on the U.S. economy Dollar eases as geopolitical uncertainty keeps markets cautious: Currency Recap ISM Services PMI growth slows more than expected in March Top global stories ...
Uber Technologies (NYSE: UBER) has established itself as a leader in the ride-hailing market. The stock has significantly outpaced broader equities over the past three years as revenue, earnings, and free cash flow have soared. However, some will argue that Uber faces significant risks from several companies working on self-driving vehicles, which could undermine its entire business model as compe...
Uber Technologies (NYSE: UBER) has established itself as a leader in the ride-hailing market. The stock has significantly outpaced broader equities over the past three years as revenue, earnings, and free cash flow have soared. However, some will argue that Uber faces significant risks from several companies working on self-driving vehicles, which could undermine its entire business model as competitors that don't rely on human drivers offer cheaper rides. That said, Uber is well aware of this threat, and instead of building its own fleet of self-driving cars, the company is taking a very different approach. Let's consider why this matters for investors. Image source: Getty Images. Uber has partnered with several companies working to build fleets of autonomous vehicles . The list includes Waymo, which Alphabet owns , as well as a recent deal it signed with Rivian . Rivian does not yet operate level 4 self-driving vehicles, but it is working to build the required technology to make it happen. But why doesn't Uber just build its own self-driving cars? Continue reading
A Large-Cap Tech Stock with Expected Revenue and Earnings Growth and a Worldwide Leader in Visual Computing Technologies Benefiting From Strong AI Growth
A Large-Cap Tech Stock with Expected Revenue and Earnings Growth and a Worldwide Leader in Visual Computing Technologies Benefiting From Strong AI Growth
Mario Tama/Getty Images News Morgan Stanley ( MS ) plans to launch the North Haven Strategic Credit Fund, a non-diversified, closed-end management investment company that operates as an interval fund. The interval fund is expected to offer single access to a wide spectrum of credit strategies, including private corporate loans, private hybrid financing solutions, private asset-based loans, private...
Mario Tama/Getty Images News Morgan Stanley ( MS ) plans to launch the North Haven Strategic Credit Fund, a non-diversified, closed-end management investment company that operates as an interval fund. The interval fund is expected to offer single access to a wide spectrum of credit strategies, including private corporate loans, private hybrid financing solutions, private asset-based loans, private asset-backed lending facilities, broadly syndicated loans, high-yield bonds, securitized assets, and emerging market debt. As a fundamental policy, it will make quarterly offers to repurchase between 5% and 25% of its outstanding shares at net asset value. However, the general anticipation is making repurchases of 5% of outstanding shares on a quarterly basis. The news comes amid growing concerns about systemic risks in the $1.8T private credit market. More on Morgan Stanley Morgan Stanley (MS) Presents at European Financials Conference 2026 Transcript Wall Street Lunch: Private Credit Funds Face $10B Investor Exit Wave Morgan Stanley A Vs. E Preferred Shares: Rating Change For Both Morgan Stanley's E*Trade in talks to lead SpaceX IPO for small investors - report Anthropic weighs IPO as soon as October amid race with OpenAI, report says
American Integrity Insurance Group ( AII ) announced on Monday the appointment of Brian Foley as chief financial officer, effective April 6, 2026. Most recently, Foley served as an investment banker at Keefe, Bruyette & Woods, A Stifel Company (“KBW”), where he advised insurance companies on a broad range of capital raising and strategic transactions. Earlier in his career, Foley was an equity ana...
American Integrity Insurance Group ( AII ) announced on Monday the appointment of Brian Foley as chief financial officer, effective April 6, 2026. Most recently, Foley served as an investment banker at Keefe, Bruyette & Woods, A Stifel Company (“KBW”), where he advised insurance companies on a broad range of capital raising and strategic transactions. Earlier in his career, Foley was an equity analyst at Balyasny Asset Management. Foley succeeds Ben Lurie , who will transition to a consulting role and continue to serve on the board of directors of the company’s insurance subsidiary, as well as co-chairman of its investment committee. Lurie is returning to his role as chief financial officer of Sowell & Co., the founding investor of American Integrity. Source: Press Release More on American Integrity Insurance Group American Integrity projects continued organic growth and targets higher average premiums amid strategic expansion Historical earnings data for American Integrity Insurance Group Financial information for American Integrity Insurance Group
Denis Shevchuk/iStock via Getty Images The last article (and articles before that) has long mentioned that Hess never achieved a satisfactory level of profitability in the Bakken. That is way more important than anything Hess Midstream ( HESM ) may have going for it. If your major customer is not seeing adequate levels of profitability, it places the whole business model (in this case, servicing t...
Denis Shevchuk/iStock via Getty Images The last article (and articles before that) has long mentioned that Hess never achieved a satisfactory level of profitability in the Bakken. That is way more important than anything Hess Midstream ( HESM ) may have going for it. If your major customer is not seeing adequate levels of profitability, it places the whole business model (in this case, servicing that acreage) at risk. Hess originally made a whole lot of money taking Hess Midstream public and then periodically selling stock. That is a further warning that operations were going to become an issue sooner or later. The last conference call noted that the capital budget was down as well. As a result, there have been a whole lot of opinions about how Hess Midstream's free cash flow is growing from the lower capital budget combined with how that makes the distribution picture even better. But no one is focusing on the fact that the Bakken acreage was fairly high-cost acreage. When I covered Hess and Hess Midstream, I focused on the fact that there was a lack of profitability in the Bakken. In fact, before the Guyana discovery, Hess itself, back in 2015, was not all that profitable. What made Hess an investment consideration was the ability to cash the checks generated by the operations (with Exxon Mobil ( XOM ) as the operator) of Guyana as production grew. When Hess was acquired by Chevron ( CVX ), this was actually the source of the Hess profits. Chevron Opinion Shown below is the latest statement by Hess Midstream about the Bakken: Chevron Statement During The Hess Midstream Earnings Conference Call On The Bakken (Hess Midstream Conference Call Fourth Quarter 2025) Note that during the conference call , Chevron management still intends to hold the volumes produced at 200,000 BOED. Also note that the number of rigs has now declined to 3. This appears to be similar to what Chevron management is stating. Here is the latest statement about the situation by Chevron : Chevron...
Internet Software & Services stocks look attractive on AI growth, subscription revenue and dividends, with DFIN and RDVT standing out despite macro uncertainty.
Internet Software & Services stocks look attractive on AI growth, subscription revenue and dividends, with DFIN and RDVT standing out despite macro uncertainty.
Treasure Global ( TGL ) said on Monday it had reappointed former CEO Sam Teo as acting CEO, effective April 1, 2026, with Carlson Thow stepping down as CEO and remaining on the board as executive director. Teo, currently executive director of Treasure Global and former CEO, brings extensive leadership experience across fintech, e-commerce, and high-growth technology ventures, with a strong track r...
Treasure Global ( TGL ) said on Monday it had reappointed former CEO Sam Teo as acting CEO, effective April 1, 2026, with Carlson Thow stepping down as CEO and remaining on the board as executive director. Teo, currently executive director of Treasure Global and former CEO, brings extensive leadership experience across fintech, e-commerce, and high-growth technology ventures, with a strong track record in scaling digital platforms. His past leadership roles had included director of business development at ZCITY and managing director of Modes Cube Sdn Bhd. The company has posted a sevenfold quarter-over-quarter increase in ARPU and over 70% high-frequency user engagement on ZCITY, highlighting improved monetization and platform scalability. Under Teo, the company is focusing on expanding ZCITY, rolling out the OXI wallet, and redeveloping TAZTE to drive long-term growth. Shares +7.49%. More on Treasure Global Financial information for Treasure Global
winhorse/iStock Unreleased via Getty Images This week’s road test review of Geely Automobile Holdings Limited’s ( GELYF ) new Galaxy M9 three-row SUV illustrates why automotive executives from incumbents such as General Motors Co. ( GM ), Ford Motor Co. ( F ), and Volkswagen AG ( VWAGY ) are understandably alarmed and apprehensive over rising competition from China. Testers from Edmunds.com —a sub...
winhorse/iStock Unreleased via Getty Images This week’s road test review of Geely Automobile Holdings Limited’s ( GELYF ) new Galaxy M9 three-row SUV illustrates why automotive executives from incumbents such as General Motors Co. ( GM ), Ford Motor Co. ( F ), and Volkswagen AG ( VWAGY ) are understandably alarmed and apprehensive over rising competition from China. Testers from Edmunds.com —a subsidiary of CarMax Inc. ( KMX )—brought the plug-in hybrid M9 to its U.S. testing facilities in Los Angeles for a thorough evaluation . Galaxy M9 three-row SUV (Geely Group) “The Geely Galaxy M9 is a wake-up call for the automotive industry,” said Alistair Weaver, Edmunds editor-in-chief. “This is not a car that impresses on price alone. If it went on sale in the U.S., our tests show it has the depth of quality to compete effectively with the best three-row family SUVs. U.S. car shoppers really are missing out.” The M9 starts at about $25,000 in China—even at double that figure, it would be price competitive with three-row SUVs like the Hyundai Palisade or the BMW X5. Gathering Consensus The Edmunds review is hardly the first or even an early wake-up call concerning the potential threat of Chinese competitors. Jim Farley, Ford’s CEO, has been openly complimentary ; after driving the Xiaomi ( XIACF ) SU7 in 2024, Farley announced, “I don’t want to give it up.” Xiaomi SU 7 (Xiaomi) Solely on the basis of its unit sales growth worldwide, Geely demands attention from investors. From 2017, when the parent group sold 1.82 million vehicles, the group reached sales of 3.34 million in 2024. For 2025, unit sales of privately owned Zhejiang Geely Holding Group—which owns roughly 42% of GELYF—reached 4.11 million, a whopping 26% increase YOY, of which 806,000 were sold abroad. Geely unit sales chart (Author) Revenue and net profit of the publicly traded GELYF have more than tripled over the past four years, while the shares, traded primarily in Hong Kong, currently command a 13 P/E. Nea...
↗️ Strategy (MSTR), Coinbase (COIN): The crypto-related stocks closed up 6.6% and 1.9%, respectively, on the back of gains for bitcoin and other cryptocurrencies. ↗️ Starbucks (SBUX): The coffee chain announced late Friday that it had completed a transaction to grow its footprint in China with Boyu Capital.
↗️ Strategy (MSTR), Coinbase (COIN): The crypto-related stocks closed up 6.6% and 1.9%, respectively, on the back of gains for bitcoin and other cryptocurrencies. ↗️ Starbucks (SBUX): The coffee chain announced late Friday that it had completed a transaction to grow its footprint in China with Boyu Capital.
JHVEPhoto Seeking Alpha analysts largely view the recent drop in Micron's ( MU ) stock price as a buying opportunity, with three rating the stock a buy, one raising from sell to hold, and a fifth analyst labeling it a sell. SA analyst James Foord rated Micron a strong buy on Saturday , asserting that Nvidia ( NVDA ) and Micron ( MU ) are "sitting at the center of the action," just as Microsoft ( M...
JHVEPhoto Seeking Alpha analysts largely view the recent drop in Micron's ( MU ) stock price as a buying opportunity, with three rating the stock a buy, one raising from sell to hold, and a fifth analyst labeling it a sell. SA analyst James Foord rated Micron a strong buy on Saturday , asserting that Nvidia ( NVDA ) and Micron ( MU ) are "sitting at the center of the action," just as Microsoft ( MSFT ) and Intel ( INTC ) did in the 1990s. "While Google’s efforts may cap how extreme memory requirements become, they do not eliminate the bottleneck altogether. And until they do, Micron Technology remains in a position much closer to peak Intel than the market currently appreciates," Foord said. SA analyst Forward Analytics likewise rated the stock a buy in their article Monday, arguing that Micron was in the midst of transforming from a "basic memory company" into a "crucial player in AI infrastructure." "The financials confirm that the thesis is not just theoretical; it’s already generating record cash flows and stronger margins. The risks are real but appear manageable for investors with a 12-24 month investment horizon," Forward Analytics wrote in their article . SA analyst Perseus Perspectives said they viewed investor concerns about Google's ( GOOG ) ( GOOGL ) TurboQuant cooling demand for Micron's memory products as overblown. "I think the market reaction to the Google TurboQuant news was a rinse and repeat of what we saw last year with DeepSeek. The market clearly hasn't learned the lessons of that episode," Perseus Perspectives wrote in their article on Saturday . "I feel pretty sure the leading AI labs want as much memory as they can possibly get a hold of, and they all know that's what their rivals think, too, increasing the urgency. With this very strong demand backdrop, I think Micron has room to run over the medium term, and I see the pullback as a buying opportunity," they added. SA analyst Julian Lin upped his rating on Micron from sell to hold, stating ...
imaginima/iStock via Getty Images Sable Offshore ( SOC ) closed down 7.9% in Monday's trading after California Attorney General Rob Bonta officially announced the state's opposition to the U.S. Pipeline and Hazardous Materials Safety Administration's consideration of the company's request to waive a safety regulation and transport oil through Santa Barbara and Kern counties. PHMSA is without juris...
imaginima/iStock via Getty Images Sable Offshore ( SOC ) closed down 7.9% in Monday's trading after California Attorney General Rob Bonta officially announced the state's opposition to the U.S. Pipeline and Hazardous Materials Safety Administration's consideration of the company's request to waive a safety regulation and transport oil through Santa Barbara and Kern counties. PHMSA is without jurisdiction to issue any special permit because Sable's ( SOC ) pipelines are intrastate and therefore subject to state and not federal regulation, Bonta argued in the comment letter in opposition to the company's request. The agency "i llegally" reclassified the pipelines that run from Santa Barbara County to Kern County as "interstate," after previously classifying the pipelines as "intrastate" pipelines subject to state safety regulation and oversight, the AG said. "Let's be clear: We do not have a 'National Energy Emergency,'" Bonta wrote. "President Trump is simply prioritizing the fossil fuel industry, ensuring that they can continue to line their own pockets by illegally restarting oil transportation through California’s pipelines at the expense of our public health and environment." More on Sable Offshore Sable Offshore: The Surge Offers A Great Exit Point (Downgrade) Sable Offshore: The Tides Have Shifted In Favor Of Production Start (Rating Upgrade) Sable Offshore: Equity Raise Looms As Valuation Remains Stretched Amid Persistent Risks
Ex-CIA Analyst: What The Hell Happened With The Pilot Rescue Op In Iran? Authored by former CIA officer Larry Johnson Iran's air defense system succeeded on Friday, April 3, in downing a US F-15E over Iran. There is some dispute and confusion about the exact location (more about that later). The pilot and the WSO (i.e., Weapons System Officer) both successfully ejected but were separated . The pil...
Ex-CIA Analyst: What The Hell Happened With The Pilot Rescue Op In Iran? Authored by former CIA officer Larry Johnson Iran's air defense system succeeded on Friday, April 3, in downing a US F-15E over Iran. There is some dispute and confusion about the exact location (more about that later). The pilot and the WSO (i.e., Weapons System Officer) both successfully ejected but were separated . The pilot was quickly rescued by the Combat Search and Rescue (i.e., CSAR) and the two Pave Hawk helicopters ferrying him back to safety were hit, but managed to make it to Kuwait — despite trailing visible black smoke. The WSO was not so lucky. He reportedly landed 5 miles northwest of where he was ultimately rescued. I do not deny that he was recovered by US Special Operations forces on a ridge on a mountain — The red circle on the left hand side of the photo is the reported location of the pilot, the red circle on the right hand side of the photo is the airfield where the US Special Forces landed. There are some real oddities about this story . The WSO is normally a Lieutenant or a Captain… This WSO is a Colonel who is the Vice Wing Commander at Muwaffaq Salti Air Base (MSAB) in Jordan. This helps explain the large number of assets devoted to finding and rescuing him. A variety of press reports claim he suffered a broken leg or a broken ankle. This raises a legitimate question… How did a man with a broken leg walk five miles and then climb a mountain? I’m not suggesting it is an impossible task, but it does raise some questions about the accuracy of the US military’s account of events . Now here is the kicker… The geolocated wreckage of the C-130s which were apparently using a local “agricultural airstrip” (see the photo above) just happens to be right over a mountain, about 35km (21 miles) away, from Isfahan’s nuclear facility, where Iran’s ‘near-weapons grade’ enriched uranium is alleged to be stored. Was this whole affair a botched raid by US Special Operations forces to sei...