Mexico Truckers Block Key Freight Routes In Nationwide Strike By Noi Mahoney of FreightWaves , A nationwide strike by Mexican truckers and farmers blocked major highways and freight corridors across Mexico on Monday, disrupting access to Mexico City, industrial zones and several U.S.-Mexico border crossings. The protest, organized by the National Association of Transporters (ANTAC) and the Nationa...
Mexico Truckers Block Key Freight Routes In Nationwide Strike By Noi Mahoney of FreightWaves , A nationwide strike by Mexican truckers and farmers blocked major highways and freight corridors across Mexico on Monday, disrupting access to Mexico City, industrial zones and several U.S.-Mexico border crossings. The protest, organized by the National Association of Transporters (ANTAC) and the National Front for the Rescue of the Mexican Countryside (FNRCM), included road blockades in at least 20 states and began around 7 a.m. CST, with disruptions expected to last several hours or longer in some areas. The groups say the strike is in response to rising cargo crime, high diesel and operating costs, deteriorating road infrastructure and a lack of progress on agreements with the federal government related to highway security and extortion. Major freight corridors affected According to Mexican media reports, blockades were reported on several of Mexico’s most important freight routes, including: Mexico–Querétaro Mexico–Puebla Mexico–Pachuca Mexico–Cuernavaca Federal Highway 45 in the Bajío region Culiacán–Mazatlán corridor Guadalajara–Colima and Mexico–Guadalajara routes Access roads to Mexico City Border crossings in Ciudad Juárez, Tijuana and Mexicali These corridors connect Mexico’s manufacturing hubs, ports and border crossings, making them critical for domestic distribution and cross-border trade. The strike is affecting access to industrial corridors, customs facilities and toll roads, similar to protests in November 2025 that disrupted more than 40 highways and access to industrial zones and customs facilities. Security and costs drive protests Transport and agricultural groups say insecurity remains one of the biggest issues facing freight operators in Mexico. Official government data shows 6,263 investigations into cargo truck robberies were opened in 2025, but industry groups estimate the true number of cargo theft incidents — including unreported cases — exceede...
John M. Chase/iStock Unreleased via Getty Images Rocket Lab: Neutron Delay Hasn't Yet Cratered the Bullish Narrative To be honest, I actually seldom pay close attention to the rocket companies. While I know they may represent the futuristic side of growth investing, I'm not really that speculative an investor. Because these companies are arguably solving some of the hardest problems that humanity ...
John M. Chase/iStock Unreleased via Getty Images Rocket Lab: Neutron Delay Hasn't Yet Cratered the Bullish Narrative To be honest, I actually seldom pay close attention to the rocket companies. While I know they may represent the futuristic side of growth investing, I'm not really that speculative an investor. Because these companies are arguably solving some of the hardest problems that humanity faces, the execution risks are also extremely high. So just like I do not like to buy very short-duration call options (as compared to selling a cash-secured put), I don't particularly envy investors who may have made a ton of money investing in Rocket Lab Corporation ( RKLB ). RKLB performance (Seeking Alpha) That said, RKLB investors will probably contend that it's a case of sour grapes, right? Consider that RKLB still maintained a total return of almost 280% over the past year. You must consider that the multiples are seemingly extreme, at 44x on the forward P/S ratio, compared to the sector median of 1.8x. Surprisingly, I have not seen a structurally bearish print on RKLB yet, giving due credence to the high level of confidence in the progress that Rocket Lab has attained so far. Yet, that doesn’t mean that RKLB could avoid falling into a bear market, with the stock having lost almost 45% through the recent lows after peaking in January this year. RKLB Neutron launch delay ( MarketWatch ) If you have been following Rocket Lab’s developments closely, I guess you will probably agree with me that the disappointment with the delayed Neutron launch (pushed back to Q4 this year) played a prominent role in the recent derating. Like I mentioned earlier, these are the kinds of risks the investors in RKLB or any other so-called disruptive rocket company trying to gain a foothold against the legacy defense prime must assume. It's rocket science, right? Therefore, even though Rocket Lab posted what seemed like a solid Q4 performance, the market was, well, nonchalant. Rocket Lab's E...
James Smith, founder and chief investment officer of Palliser Capital, joins Dani Burger on "Bloomberg Deals." They discuss M&A market trends and how his company found an AI manufacturing play within Toto. (Source: Bloomberg)
James Smith, founder and chief investment officer of Palliser Capital, joins Dani Burger on "Bloomberg Deals." They discuss M&A market trends and how his company found an AI manufacturing play within Toto. (Source: Bloomberg)
A group of banks including Natixis SA , Mitsubishi UFJ Financial Group Inc. and Societe Generale SA have started selling $3 billion of loans for a data center in Ohio backed by Meta Platforms Inc. , the latest deal supporting the buildout of artificial intelligence infrastructure. The general syndication of the loans for the data center building as well as related power assets is structured in a s...
A group of banks including Natixis SA , Mitsubishi UFJ Financial Group Inc. and Societe Generale SA have started selling $3 billion of loans for a data center in Ohio backed by Meta Platforms Inc. , the latest deal supporting the buildout of artificial intelligence infrastructure. The general syndication of the loans for the data center building as well as related power assets is structured in a single transaction, according to people familiar with the matter. Royal Bank of Canada and Sumitomo Mitsui Banking Corp are also arrangers in the transaction, said the people who are not authorized to speak publicly. The 1-gigawatt New Albany, Ohio cluster, known as Prometheus, is one of several massive data centers Meta is investing in to power its AI efforts. It’s expected to come online this year , according to Chief Executive Officer Mark Zuckerberg , who has pledged to spend hundreds of billions of dollars through the end of the decade on AI and infrastructure needed to support it. Read more: Meta Signs Multi-Gigawatt Nuclear Deals for AI Data Centers The banks are aiming to wrap up the marketing process on April 16 after kicking off discussions last month, the people said. The transaction consists of two construction loans: a $2.1 billion tranche, and a $900 million tranche, they said. They will be offered as four-year loans with a one-year extension each. Pricing is indicated at 2.5 percentage points over the benchmark for both loans, which for the most part will be sold on a pro-rata basis. Upfront fees are based on a grid tied to commitment sizes, the people sad. Investors can buy various tiers of debt ranging from less than $75 million to as much as $125 million, which pay fees from 0.375% to 1.25%, they added. The debt is being marketed to investors including banks, institutional investors, and private credit lenders. The Financial Times was first to report some of the details of the transaction. EdgeConneX Inc. , a data center operator acquired by private equity ...
GomezDavid/iStock via Getty Images Introduction to Eni Chances are you traveled during Easter, and if you did so by car, you've felt the pain every time you had to fill up your car at the gas pump. Part of the relief might have come from your gains in case you were invested in oil stocks. But the news of the ceasefire in Iran is even more welcome, as we hope the war comes soon to an end. On this n...
GomezDavid/iStock via Getty Images Introduction to Eni Chances are you traveled during Easter, and if you did so by car, you've felt the pain every time you had to fill up your car at the gas pump. Part of the relief might have come from your gains in case you were invested in oil stocks. But the news of the ceasefire in Iran is even more welcome, as we hope the war comes soon to an end. On this news, oil stocks are down several percentage points, and I want to use this drop to revisit one of my best calls in this space: E Eni S.p.A. ( E ), which I considered a buy in October 2024 and has since then returned over 100% (S&P 500 ( SP500 ): +16%). At that time, I thought that Eni was particularly interesting, as it was developing from a pure upstream player into a company with key satellite businesses, such as Enilive (biofuels) and Plenitude (renewables), both of which were attracting funds at valuations that basically implied that Eni's stock was trading at a big discount if we used a sum-of-the-parts valuation model (basically, its upstream business was priced at 3 EV/EBIT). The repricing happened and, pay attention, it was not entirely triggered by the recent war in Iran. It started much earlier as confirmation signals from the satellite business made investors realize that Eni was trading at a discount, as we see below. Indeed, Eni more than doubled its price returns (not counting the generous yield, which was almost 8% less than two years ago and which still is close to 6% if we consider its buybacks). Data by YCharts Eni might not be familiar to some of my readers, especially those who don't live in Europe. It is one of the largest European oil companies, and it is headquartered in Rome (the Italian government has a 30.5% stake). Its upstream business represents the core of the company, generating around 90% of the company's adj. EBIT. Eni's portfolio is exposed to key African areas (Congo, Angola, Libya, Egypt, Cote d'Ivoire, Mozambique), as well as Kazakhstan ...
With dividend yields not what they once were, investors should be choosing investments wisely in order to maximize returns, according to Trivariate Research. In fact, the yield on the S & P 500 , currently at 1.15%, is approaching its lowest levels in 50 years, founder Adam Parker said in a note Tuesday. The only time it sank lower was when it troughed at 1.09% during the tech bubble, he wrote. Ho...
With dividend yields not what they once were, investors should be choosing investments wisely in order to maximize returns, according to Trivariate Research. In fact, the yield on the S & P 500 , currently at 1.15%, is approaching its lowest levels in 50 years, founder Adam Parker said in a note Tuesday. The only time it sank lower was when it troughed at 1.09% during the tech bubble, he wrote. However, dividend payers are outperforming the broader market this year. For instance, the ProShares S & P 500 Dividend Aristocrats ETF (NOBL) has gained 3% so far in 2026. In comparison, the S & P 500 is down about 1%. Companies that increase their payouts have also had returns that slightly top that of their industry groups since Covid-19, Parker wrote. That is a shift from in-line performance prior to the pandemic. Junk stocks and those with the lowest payout ratio saw the most outperformance in recent years, he said. "This is another in many examples of shareholder returns, like buybacks as well, working better post-COVID than prior," he said. "Dividend increases have worked best in Real Estate, Industrials, and Utilities; worst in Communication Services, Technology, and Consumer Staple." Consistent dividend increases can be a signal of a company's financial stability and disciplined management. With that in mind, Parker came up with a long list of stock ideas that focuses on companies with the lowest payout ratio — a measurement of how much of a company's earnings is paid out to its shareholders. The companies all recently announced dividend increases. In addition, being in the bottom quintile of payout ratio sets them up to increase their payout again in the future, Parker said. Here are some of the names that made the cut. Dell Technologies , which yields about 1.4%, announced its dividend hike earlier this year. The quarterly payout went to 63 cents per share from about 53 cents a share. The stock, which hit a 52-week high on Wednesday, is up about 47% so far this yea...
Following what stocks billionaires are buying can be a smart investment strategy. Fortunately, if a fund has more than $100 million in assets, it is required to report at the end of each quarter what its holdings were. This information is made available to the public 45 days after the quarter ends, so investors can see how they are doing. There are several short-term-oriented billionaire investors...
Following what stocks billionaires are buying can be a smart investment strategy. Fortunately, if a fund has more than $100 million in assets, it is required to report at the end of each quarter what its holdings were. This information is made available to the public 45 days after the quarter ends, so investors can see how they are doing. There are several short-term-oriented billionaire investors out there. These aren't great ones to follow because they are rapidly trading in and out of positions each day. Investors need to find like-minded billionaire investors who are holding a stock for the long term, and David Tepper at Appaloosa Management is one of my favorites. They have a strong track record of success, and when they make a move, I pay attention. Appaloosa bought five stocks during the fourth quarter, and luckily, nearly every one of these stocks is trading at a lower price now than at any point in the fourth quarter. So, if Tepper liked them in Q4, he's likely loving the prices he's getting in Q1. Continue reading
Microsoft (NASDAQ: MSFT) is spending aggressively on AI, but the market may be missing the bigger picture. Its backlog, Azure growth, and Copilot traction suggest this sell-off could be more about fear and timing than a broken long-term story. Stock prices used were the market prices of March 31, 2026. The video was published on March April 6, 2026. Continue reading
Microsoft (NASDAQ: MSFT) is spending aggressively on AI, but the market may be missing the bigger picture. Its backlog, Azure growth, and Copilot traction suggest this sell-off could be more about fear and timing than a broken long-term story. Stock prices used were the market prices of March 31, 2026. The video was published on March April 6, 2026. Continue reading
NVIDIA's muted year shifts focus to Micron and Broadcom, as booming AI demand, pricing power, and strong growth forecasts position both for potential upside.
NVIDIA's muted year shifts focus to Micron and Broadcom, as booming AI demand, pricing power, and strong growth forecasts position both for potential upside.
watch now VIDEO 1:39 01:39 U.S. has violated ceasefire agreement, Iran parliamentary speaker says Power Lunch Iran's parliamentary speaker Mohammad Bagher Ghalibaf accused the U.S. on Wednesday of violating the two-week ceasefire agreement. "The deep historical distrust we hold toward the United States stems from its repeated violations of all forms of commitments — a pattern that has regrettably ...
watch now VIDEO 1:39 01:39 U.S. has violated ceasefire agreement, Iran parliamentary speaker says Power Lunch Iran's parliamentary speaker Mohammad Bagher Ghalibaf accused the U.S. on Wednesday of violating the two-week ceasefire agreement. "The deep historical distrust we hold toward the United States stems from its repeated violations of all forms of commitments — a pattern that has regrettably been repeated once again," Ghalibaf said in a statement posted on social media. Three parts of Iran's 10-point ceasefire proposal have been violated, Ghalibaf said. The violations are Israel's continued attacks on Lebanon, the entry of a drone into Iranian airspace, and the denial of the Islamic Republic's right to enrich uranium, he said. "In such situation, a bilateral ceasefire or negotiations is unreasonable," the parliamentary speaker said. The White House did not immediately respond to CNBC's request for comment. Ghalibaf's statement comes less than a day after President Donald Trump agreed to halt attacks for two weeks, in exchange for Iran allowing ships to pass through the Strait of Hormuz during that period. U.S. oil prices were down more than 15% near $95 per barrel by 2:59 p.m. ET even as the fragile ceasefire agreement appeared at risk of unravelling. This is breaking news. Please refresh for updates. Choose CNBC as your preferred source on Google and never miss a moment from the most trusted name in business news.
The memory trade had been coming undone in recent weeks, but it now looks to be back on in a big way following the announcement of a two-week cease-fire agreement with Iran.
The memory trade had been coming undone in recent weeks, but it now looks to be back on in a big way following the announcement of a two-week cease-fire agreement with Iran.