Former Chelsea and Real Madrid midfielder wanted €65m He was denied a transfer to Charleroi in Belgium in 2014 Lassana Diarra has reached a settlement with Fifa and the Belgian Football Association over claims for compensation after his landmark transfer case. The former Chelsea, Real Madrid and France midfielder had initially demanded €65m from the two bodies, arguing the sum covered damages incu...
Former Chelsea and Real Madrid midfielder wanted €65m He was denied a transfer to Charleroi in Belgium in 2014 Lassana Diarra has reached a settlement with Fifa and the Belgian Football Association over claims for compensation after his landmark transfer case. The former Chelsea, Real Madrid and France midfielder had initially demanded €65m from the two bodies, arguing the sum covered damages incurred after he had his contract cancelled by Lokomotiv Moscow, and was subsequently denied a transfer to Charleroi in Belgium in 2014. Continue reading...
Alistair Berg Lockheed Martin ( LMT ) and Shopify ( SHOP ) have both received upgrades, with Lockheed benefiting from accelerating global defense spending and Shopify presenting a rare buying opportunity following a price pullback despite strong execution. On the other hand, Nvidia ( NVDA ) and Shake Shack ( SHAK ) face more cautious outlooks. Nvidia’s downgrade reflects exhausted price momentum d...
Alistair Berg Lockheed Martin ( LMT ) and Shopify ( SHOP ) have both received upgrades, with Lockheed benefiting from accelerating global defense spending and Shopify presenting a rare buying opportunity following a price pullback despite strong execution. On the other hand, Nvidia ( NVDA ) and Shake Shack ( SHAK ) face more cautious outlooks. Nvidia’s downgrade reflects exhausted price momentum despite stellar earnings, while Shake Shack contends with margin pressures amid intensifying fast-food value competition. Upgrades Lockheed Martin ( LMT ): Upgrade Hold to Buy by Bay Area Ideas . The analyst points to accelerating global defense spending driven by conflicts in Ukraine and Iran, alongside the company’s significant investments in production capacity for missiles, counter-drone technology, and next-gen systems. “With the Ukraine war and Iran war ongoing, it is really no surprise that there are trends towards higher defense spending around the world...Given that they are working hard to boost capacity, I would say that the company is well positioned to benefit from global defense spending trends.” Shopify ( SHOP ): Upgrade to Buy by Julian Lin . The analyst sees a rare entry point after a 10% pullback, citing 34% year-over-year revenue growth, expanding margins, and aggressive adoption of agentic AI as key factors supporting long-term compounding potential. “ I would expect SHOP to be a long-term beneficiary from agentic AI, as its deep entrenchment in customer workflow may put it in a position to earn a good chunk of any transition to agentic AI in its customer base.” Downgrades Shake Shack ( SHAK ): Downgrade to Hold by Pedro Goulart . The analyst cites valuation pressure from fast-food value promotions and management’s cut to FY 2026 guidance, including reduced restaurant-level margin expectations and adjusted EBITDA targets. “ If we assume that the EPS CAGR decreases to ~20%, the current price they are trading at is "fair" according to my Graham Model...Ther...
Alistair Berg Lockheed Martin ( LMT ) and Shopify ( SHOP ) have both received upgrades, with Lockheed benefiting from accelerating global defense spending and Shopify presenting a rare buying opportunity following a price pullback despite strong execution. On the other hand, Nvidia ( NVDA ) and Shake Shack ( SHAK ) face more cautious outlooks. Nvidia’s downgrade reflects exhausted price momentum d...
Alistair Berg Lockheed Martin ( LMT ) and Shopify ( SHOP ) have both received upgrades, with Lockheed benefiting from accelerating global defense spending and Shopify presenting a rare buying opportunity following a price pullback despite strong execution. On the other hand, Nvidia ( NVDA ) and Shake Shack ( SHAK ) face more cautious outlooks. Nvidia’s downgrade reflects exhausted price momentum despite stellar earnings, while Shake Shack contends with margin pressures amid intensifying fast-food value competition. Upgrades Lockheed Martin ( LMT ): Upgrade Hold to Buy by Bay Area Ideas . The analyst points to accelerating global defense spending driven by conflicts in Ukraine and Iran, alongside the company’s significant investments in production capacity for missiles, counter-drone technology, and next-gen systems. “With the Ukraine war and Iran war ongoing, it is really no surprise that there are trends towards higher defense spending around the world...Given that they are working hard to boost capacity, I would say that the company is well positioned to benefit from global defense spending trends.” Shopify ( SHOP ): Upgrade to Buy by Julian Lin . The analyst sees a rare entry point after a 10% pullback, citing 34% year-over-year revenue growth, expanding margins, and aggressive adoption of agentic AI as key factors supporting long-term compounding potential. “ I would expect SHOP to be a long-term beneficiary from agentic AI, as its deep entrenchment in customer workflow may put it in a position to earn a good chunk of any transition to agentic AI in its customer base.” Downgrades Shake Shack ( SHAK ): Downgrade to Hold by Pedro Goulart . The analyst cites valuation pressure from fast-food value promotions and management’s cut to FY 2026 guidance, including reduced restaurant-level margin expectations and adjusted EBITDA targets. “ If we assume that the EPS CAGR decreases to ~20%, the current price they are trading at is "fair" according to my Graham Model...Ther...
Formula 1 held its annual race on the streets of Monte Carlo this past weekend. The event predates the sport—the first Monaco Grand Prix was held in 1929 on a layout that isn't too different from the one used today. Over the years, the buildings have changed, crash barriers appeared, the swimming pool section grew, and the cars eventually got too big and fast to race each other properly on the tig...
Formula 1 held its annual race on the streets of Monte Carlo this past weekend. The event predates the sport—the first Monaco Grand Prix was held in 1929 on a layout that isn't too different from the one used today. Over the years, the buildings have changed, crash barriers appeared, the swimming pool section grew, and the cars eventually got too big and fast to race each other properly on the tight confines of a circuit that one world champion described as "riding a bicycle in your living room." But nestled by the Mediterranean, surrounded by super yachts, F1's least-good race is also its most famous and glamorous. After their home Grands Prix, it's the one many drivers most want to win. Overtaking here is virtually impossible; to see race cars do that around the principality, you'll want to tune into Formula E's visits there. So qualifying on Saturday, which sets the grid order for Sunday's race, was more important than usual. Everyone expected pole to go to one of the two Ferraris. And for the first time this season, the cars wrecked completely flat-out; with no long straights and plenty of braking zones, the cars were not energy-limited for once this season. Read full article Comments
Wall Street periodically hands retail investors moments that separate patient capital from the crowd. Broadcom (NASDAQ:AVGO) delivered solid Q2 fiscal 2026 results last week — revenue of $22.2 billion, up 48% year-over-year, with AI semiconductor revenue hitting a record $10.8 billion, up 143%. Yet shares fell sharply afterward, now down roughly 20% from recent highs ... If This Wall Street Call i...
Wall Street periodically hands retail investors moments that separate patient capital from the crowd. Broadcom (NASDAQ:AVGO) delivered solid Q2 fiscal 2026 results last week — revenue of $22.2 billion, up 48% year-over-year, with AI semiconductor revenue hitting a record $10.8 billion, up 143%. Yet shares fell sharply afterward, now down roughly 20% from recent highs ... If This Wall Street Call is Right, Broadcom Stock Just Became a Historic Buy Opportunity
Apple on Monday will test its standing in the AI race, with analysts expecting the iPhone maker to open its developer conference with a long-awaited Siri overhaul and tools to tap the computing power of its 2.5 billion devices. Apple has been seeking to close a gap with rivals such as Microsoft and Alphabet's Google, which have moved faster to embed “agentic” AI — software that can carry out com...
Apple on Monday will test its standing in the AI race, with analysts expecting the iPhone maker to open its developer conference with a long-awaited Siri overhaul and tools to tap the computing power of its 2.5 billion devices. Apple has been seeking to close a gap with rivals such as Microsoft and Alphabet's Google, which have moved faster to embed “agentic” AI — software that can carry out complex tasks — into everyday computing. The question is how far Apple is willing to go.
Blue Owl Capital Inc.旗下一只今年早些时候对赎回设置上限的私募信贷基金，将通过发行投资级债券融资5亿美元。知情人士透露，Blue Owl Credit Income Corp.已启动一笔五年期票据发行，发行利差为较美国国债高2.55个百分点。这比初步价格指引收窄约25个基点。该人士称，所得资金将用于偿还债务。这只规模370亿美元、简称OCIC的基金是私募信贷领域最大的基金之一。...
Blue Owl Capital Inc.旗下一只今年早些时候对赎回设置上限的私募信贷基金，将通过发行投资级债券融资5亿美元。知情人士透露，Blue Owl Credit Income Corp.已启动一笔五年期票据发行，发行利差为较美国国债高2.55个百分点。这比初步价格指引收窄约25个基点。该人士称，所得资金将用于偿还债务。这只规模370亿美元、简称OCIC的基金是私募信贷领域最大的基金之一。由于市场对软件相关持仓健康状况的担忧，该基金今年早些时候收到的投资者赎回请求达到其份额的20%以上。OCIC和Blue Owl Technology Income Corp.均为汇集私募信贷贷款的业务发展公司，二者赎回均被限制在净资产价值的5%。（财联社）
Micron Technology (NASDAQ:MU) is the stock everyone wants to talk about right now, with shares up 202.87% year to date on an AI memory supercycle narrative that has order books reportedly stretching into 2027. But here’s what you should actually be watching. The Crowded Trade At The Top Of Its Cycle Micron just reported a ... As Changing Fed Expectations Rattle Tech Stocks, This Cash-Generating Ti...
Micron Technology (NASDAQ:MU) is the stock everyone wants to talk about right now, with shares up 202.87% year to date on an AI memory supercycle narrative that has order books reportedly stretching into 2027. But here’s what you should actually be watching. The Crowded Trade At The Top Of Its Cycle Micron just reported a ... As Changing Fed Expectations Rattle Tech Stocks, This Cash-Generating Titan Is The Clear Winner
Performing arts venue takes down references to a ‘Trump Kennedy Center’ in compliance with judge’s ruling The Kennedy Center has removed Trump’s name from its website after a US district judge’s order last month to remove the US president’s name from the performing arts venue. The removal of Trump’s name from the website on Monday came just days before a deadline instructed by the center’s general...
Performing arts venue takes down references to a ‘Trump Kennedy Center’ in compliance with judge’s ruling The Kennedy Center has removed Trump’s name from its website after a US district judge’s order last month to remove the US president’s name from the performing arts venue. The removal of Trump’s name from the website on Monday came just days before a deadline instructed by the center’s general counsel to remove all references to the president by 12 June. Continue reading...
tiero Wall Street analysts appear to be fairly split between Buy and Hold on their initial recommendations for Blackstone Digital Infrastructure Trust ( BXDC ), a new data center REIT that doesn't yet own any data centers. Externally managed by a subsidiary of Blackstone ( BX ), the world's largest data center developer, BXDC aims to acquire stabilized hyperscale assets with investment-grade tenan...
tiero Wall Street analysts appear to be fairly split between Buy and Hold on their initial recommendations for Blackstone Digital Infrastructure Trust ( BXDC ), a new data center REIT that doesn't yet own any data centers. Externally managed by a subsidiary of Blackstone ( BX ), the world's largest data center developer, BXDC aims to acquire stabilized hyperscale assets with investment-grade tenants. Before its initial public offering in mid-May , the REIT was in discussions for ~$25B of data center acquisitions, it said. Blackstone Digital Infrastructure Trust ( BXDC ) stock rose 2.8% in Monday midday trading. In a crop of coverage initiations, RBC Capital, Wells Fargo, and Deutsche Bank assigned Buy-equivalent ratings, while J.P. Morgan, Bank of America, and Citi gave the REIT Hold-equivalent ratings. For the Buy proponents, Wells Fargo analyst Eric Luebchow said Blackstone Digital ( BX ) will have an edge by venturing first into a market that's estimated to grow from ~$300B in 2025 to $1.5T by 2030. "With >80% of that growth coming from private platforms, there will be a substantial liquidity need for sponsors to recycle capital," the analyst wrote in a note to clients. "With $25B near-term pipeline — and $100B+ and growing buy box fitting its underwriting — BXDC has first-mover advantage." Wells Fargo's price target on BXDC is $26. Deutsche Bank's Benjamin Soff is encouraged by the size of the addressable market and the pent-up demand from developers to offload stabilized assets. "Now that BXDC has successfully raised capital, we believe these conversations are likely to move ahead in the near term," he wrote. "In this context, deploying $3B+ of capital (including the $2B IPO, plus borrowing at a 40% loan-to-value target) against this backdrop should be achievable and would require BXDC to execute on just 13% of its $25B 'highly actionable' near-term pipeline or just 3% of the company’s 'buy box' opportunity set." Price target set at $24. RBC Capital Market anal...
The Direxion Daily Semiconductor Bull 3X ETF (NYSEMKT: SOXL) is an ETF that uses leverage to seek to generate 300% of the performance of the NYSE Semiconductor Index. As such, when the semiconductor index does well, you can expect an inordinate return from this ETF, and today's near 21% jump by 12 pm comes on a big day for the sector. The move is a combination of a bounce-back following Friday's b...
The Direxion Daily Semiconductor Bull 3X ETF (NYSEMKT: SOXL) is an ETF that uses leverage to seek to generate 300% of the performance of the NYSE Semiconductor Index. As such, when the semiconductor index does well, you can expect an inordinate return from this ETF, and today's near 21% jump by 12 pm comes on a big day for the sector. The move is a combination of a bounce-back following Friday's bloodbath and fundamental news supporting the thesis that we are merely in the early innings of a multi-year expansion in artificial intelligence (AI) related semiconductor spending. Most of the attention has focused on Nvidia (the largest holding in the ETF) and its graphics processing units (GPUs), which are ideal for the massive amounts of simultaneous computation required in AI. Intel (a top-10 holding in the ETF) management has been vocal about the growing importance of central processing units (CPUs) in enabling autonomous agents to perform AI functions . CPUs are Intel's core strength Continue reading