Arlette Lopez/iStock Editorial via Getty Images Controladora Vuela Compañía de Aviación, S.A.B. de C.V., aka “Volaris” ( VLRS ) stock has gained 12.4% since my last report . In September 2025, I downgraded Volaris shares from Strong Buy to Buy on U.S. market turmoil following increased immigration rhetoric that could lead to a drop in transborder VFR (Visiting Friends and Family) traffic. Generall...
Arlette Lopez/iStock Editorial via Getty Images Controladora Vuela Compañía de Aviación, S.A.B. de C.V., aka “Volaris” ( VLRS ) stock has gained 12.4% since my last report . In September 2025, I downgraded Volaris shares from Strong Buy to Buy on U.S. market turmoil following increased immigration rhetoric that could lead to a drop in transborder VFR (Visiting Friends and Family) traffic. Generally, I do believe that the company has managed well as it also deals with the GTF engine crisis at RTX Corporation ( RTX ) that keeps parts of its fleet grounded. However, increasing fuel prices provide a challenging background for Volaris. Volaris Set To Combine With Viva In December, Volaris and Viva announced that the two companies would merge. The objective goes beyond realizing synergies and into the realm of obtaining a stronger position to negotiate airplane leases and provide the combination with a stronger competitive position. The deal will be financed through the issuance of shares, making Viva shareholders 50% owners of the combined company. So, there is a big change coming up for Volaris shareholders. Volaris Is Highly Dependent On Oil Price Development Unsurprisingly, Volaris stock price surged 12.2% in the most recent trading session in a broader market rally following the ceasefire in Iran. However, we note that the stock price is still substantially below the pre-war price setting. My concern with the broader market move up, including the rally in oil prices ( CO1:COM ), is that the ceasefire on which the rally is based, reflecting hopes on oil supply to recover, is fragile. The reality is that GDP impact and potential inflation impacts are still there as high oil prices and elevated crack spreads. Airlines are offsetting higher oil prices through increased bag fees and ticket prices. Volaris has a highly price-sensitive customer pool. Like many of its peers, the best way for Volaris to increase the revenue per passenger would be through increased bag fees, b...
The 79th edition of the influential festival boasts an auteur-heavy lineup – with one, very big, country conspicuous by its almost total absence Gillian Anderson and Cara Delevingne to hit Cannes as auteur heavyweights dominate festival lineup Has Europe fallen out of love with the US? Has Cannes fallen out of love with Hollywood? Will the festival, like Nato, become a non-American institution? Ei...
The 79th edition of the influential festival boasts an auteur-heavy lineup – with one, very big, country conspicuous by its almost total absence Gillian Anderson and Cara Delevingne to hit Cannes as auteur heavyweights dominate festival lineup Has Europe fallen out of love with the US? Has Cannes fallen out of love with Hollywood? Will the festival, like Nato, become a non-American institution? Either way, the annual announcement of the Cannes selection has revealed a list that skews away from Hollywood towards a renewed dominance of world-cinema auteurs and heavy hitters, including Pedro Almodovar, Cristian Mungiu and Asghar Farhadi. There’s certainly nothing to compare with last year’s Tom Cruise Mission: Impossible extravaganza, although there are directorial debuts out of competition for Andy Garcia (also starring) with his crime drama Diamond, and John Travolta directs Propeller One-Way Night Coach, expressing his love of aviation, based on his own novel. There are no British directors announced (as yet), although Polish auteur Paweł Pawlikowski, in competition with his Thomas Mann biopic Fatherland, could be cheekily claimed for the UK as he lived here for a long time. Festival watchers and Cannesologists will be looking for the contemporary relevances and the now familiar talking points. The festival, under director Thierry Frémaux, has stuck to its refusal to admit streamer-only movies and won the argument by seeing its films do well at the Oscars . On the AI debate, perhaps Cannes is less purist. Steven Soderbergh’s documentary John Lennon: The Last Interview is based on John and Yoko’s final three-hour interview for RKO Radio shortly before Lennon’s murder, and for the visuals Soderbergh has reportedly used AI to reconstruct and reimagine the encounter. Some are intrigued, others uneasy. Continue reading...
One of Bitcoin 's (CRYPTO: BTC) very few existential risks is suddenly looming a lot closer. On March 30, Google Research's Quantum AI division published a whitepaper arguing that the encryption protecting Bitcoin and virtually every other major cryptocurrency on the market today can be broken with a dramatically less complex quantum computer than what was previously believed. That doesn't mean th...
One of Bitcoin 's (CRYPTO: BTC) very few existential risks is suddenly looming a lot closer. On March 30, Google Research's Quantum AI division published a whitepaper arguing that the encryption protecting Bitcoin and virtually every other major cryptocurrency on the market today can be broken with a dramatically less complex quantum computer than what was previously believed. That doesn't mean that someone can steal your coins tomorrow, but it does mean that the risk posed by quantum computers could be arriving a lot faster than nearly all investors assumed, so anyone holding the asset needs to understand what just changed. Some might even want to consider selling it. Here's what's going on and why. Image source: Getty Images. Continue reading
Amazon (AMZN) CEO Andy Jassy issued his annual shareholder letter, in which he reiterated the company's artificial intelligence (AI) spending and suggested the possibility of selling AI chips down the road. Yahoo Finance's Julie Hyman and Myles Udland take a closer look.
Amazon (AMZN) CEO Andy Jassy issued his annual shareholder letter, in which he reiterated the company's artificial intelligence (AI) spending and suggested the possibility of selling AI chips down the road. Yahoo Finance's Julie Hyman and Myles Udland take a closer look.
Thomas Barwick/DigitalVision via Getty Images Investment Overview I wrote about Helios Technologies ( HLIO ) previously with a buy rating, as I expect growth to be structurally stronger, and the business is also enjoying a new growth driver (data center liquid cooling). Three months later, my view has strengthened. The story now looks much more tangible, with the GTM reset starting to show up in o...
Thomas Barwick/DigitalVision via Getty Images Investment Overview I wrote about Helios Technologies ( HLIO ) previously with a buy rating, as I expect growth to be structurally stronger, and the business is also enjoying a new growth driver (data center liquid cooling). Three months later, my view has strengthened. The story now looks much more tangible, with the GTM reset starting to show up in orders and new wins, the data center angle looking more real, and the Investor Day providing a clearer multi-year view. The Growth Story is More Tangible Now In my initiation coverage, the main anchor to my buy rating was that the cycle looked like it had turned and also that HLIO has exposure to a few structural themes that could support better growth over time. Over the past three months, I think management has given much better proof that HLIO has what it takes to capture the upsides in this demand cycle. HLIO One of the more important updates is that the changes made to HLIO’s go-to-market [GTM] strategy have come to fruition. Recall back in 2025, management’s top priority was to reinvigorate growth, and they went ahead to change sales leadership, added more hunters, and tightened how the funnel is tracked. We are starting to see the results of this change, and it is really encouraging. During the investor day , management disclosed that HLIO captured $60 million of new business wins in 2025, which can be thought of as the annual run-rate revenue once those programs begin. The nuance here is that some of those wins came from existing customers, and some came from new ones. This disclosure matters more than it seems because it tells us two things: (1) HLIO is capturing more share with existing customers, and (2) HLIO is able to capture new-customer wins, which means HLIO is expanding its customer base. There is another point here that matters. Management said monthly orders have been up by double digits y/y for the past 10 months, and this has not happened since 2022. Of ...
(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — Approximately 1 million years ago (1998), I spent an entire summer pitching a stock called Flextronics, an electronic contract manufacturer based in Asia. There was a whole group of these companies, with names like Smart Modular, Jabil Circuit and Sanmina — and they were goin...
(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — Approximately 1 million years ago (1998), I spent an entire summer pitching a stock called Flextronics, an electronic contract manufacturer based in Asia. There was a whole group of these companies, with names like Smart Modular, Jabil Circuit and Sanmina — and they were going up. The PC revolution was creating gigantic companies like Compaq, Dell and Gateway, but these businesses were great at innovation and marketing, not manufacturing. Somebody had to gather all the components, assemble the machine, pack it in a box and ship it to Best Buy. That someone was probably one of these electronic contract manufacturers and we had an awesome story on our hands. These were all Nasdaq-traded companies and my old brokerage firm, Lew Lieberbaum (don't ask) was making markets in them. This meant we had an inventory in these names and, therefore, a vested interest in unloading them to clients. But they were working big time and everyone was happy. And then the "Asian Contagion" hit, with global currencies melting down, then-Federal Reserve Chair Alan Greenspan instituting an emergency rate cut and the young stockbroker Josh Brown learning how to get clients to meet their margin calls. This was less fun. I was 21 years old listening to grown men cry on the phone. Thirty years have gone by and only a handful of these companies are still around. Today we're going to tell you about the king of the contract manufacturers, which once upon a time went by Flextronics (I know, it sounds like a stock Christopher Moltisanti would be pitching) but is now known as Flex LTD (FLEX) . A lot has changed in the space, as Flex has gone from rapid-fire consumer electronics assembly to longer-cycle, more strategic work for its customers. Flex designs, builds and sources electronics for over a thousand companies from Cisco to Hewlett-Packard, Apple to Tesla. The company suppli...
Robinhood CIO Stephanie Guild discusses the recent market volatility and resilience despite multiple headwinds including AI disruption, private credit worries and geopolitical tensions in the Middle East. Speaking on "Bloomberg Open Interest," Guild warns that a slower flow of commodities could lead to a second dip in the stock market. (Source: Bloomberg)
Robinhood CIO Stephanie Guild discusses the recent market volatility and resilience despite multiple headwinds including AI disruption, private credit worries and geopolitical tensions in the Middle East. Speaking on "Bloomberg Open Interest," Guild warns that a slower flow of commodities could lead to a second dip in the stock market. (Source: Bloomberg)
Chung Sung-Jun/Getty Images News North Korea said it tested a series of new weapons this week, including a ballistic missile equipped with a cluster-bomb warhead and an electromagnetic system, as it seeks to demonstrate capabilities suited for modern warfare. State media reported that the trials also involved carbon-fibre bombs and a mobile short-range air defense system. Officials described the e...
Chung Sung-Jun/Getty Images News North Korea said it tested a series of new weapons this week, including a ballistic missile equipped with a cluster-bomb warhead and an electromagnetic system, as it seeks to demonstrate capabilities suited for modern warfare. State media reported that the trials also involved carbon-fibre bombs and a mobile short-range air defense system. Officials described the electromagnetic weapon and carbon-fibre munitions as key additions to the country’s arsenal. South Korea’s military said Pyongyang had launched multiple missiles over several days, underscoring rising tensions on the Korean Peninsula. Analysts said the tests appear aimed at highlighting advances in conventional weapons, particularly those designed to disrupt infrastructure and electronic systems, Reuters reported. Electromagnetic weapons could potentially disable military hardware, while carbon-fibre bombs are intended to cripple power grids by spreading conductive material over targets. North Korea also emphasized the use of low-cost materials in some tests, suggesting a focus on scalable production. The developments come as diplomatic activity picks up in the region. China’s foreign minister is visiting Pyongyang, and there is speculation about a possible meeting between Donald Trump and Kim Jong Un in the coming weeks. Experts say the weapons program reflects lessons drawn from recent conflicts and points to a strategy centered on asymmetric warfare, including attacks on industrial and energy infrastructure, Reuters reported. More on iShares U.S. Aerospace & Defense ETF, ARK Space & Defense Innovation ETF U.S. Defense Stock Underperformance: What The Market Is Telling Us Macro Insights: The Hormuz Crisis Says No, But The Market Says Yes War In Iran: Why Europe Could Be The Next Escalation Front Drone firm Aevex eyes $2.35B valuation in U.S. IPO push Trump vows U.S. troops will remain near Iran until 'real agreement' is met, warns of major escalation
MercadoLibre's logistics push is driving faster deliveries and stronger platform activity, but margin pressure clouds the sustainability of its growth.
MercadoLibre's logistics push is driving faster deliveries and stronger platform activity, but margin pressure clouds the sustainability of its growth.
gorodenkoff/iStock via Getty Images SS Innovations International, Inc. ( SSII ) is a medical-device company that develops robotic technologies for surgical procedures. The company reported 168 installed systems, 7,885 surgeries, and 153 hospitals served as of December 2025. SSII is also awaiting the FDA review of its 510(k) submission for SSi Mantra 3 and continues to pursue the EU CE marking. Add...
gorodenkoff/iStock via Getty Images SS Innovations International, Inc. ( SSII ) is a medical-device company that develops robotic technologies for surgical procedures. The company reported 168 installed systems, 7,885 surgeries, and 153 hospitals served as of December 2025. SSII is also awaiting the FDA review of its 510(k) submission for SSi Mantra 3 and continues to pursue the EU CE marking. Additionally, the company reported $42.5 million in revenue in 2025, up 105.7% YoY, and then raised $18.6 million in March 2026. I believe SSII’s value proposition is their pricing and accessibility, as well as offering tools for multiple procedures across several areas. Unfortunately, I don’t think SSII’s valuation or prospects justify a bullish rating yet despite its recent stock price decline. Robotic Surgery Progress SS Innovations International, Inc. is a commercial-stage company that develops robotic surgery systems, which are more affordable and accessible for cost-sensitive and underserved markets. The company was founded back in 2019 and was listed on the NASDAQ in 2025. SSII is currently headquartered in Gurugram, India, but has a legal domicile in Florida, USA. I previously covered SSII last November with a “Hold,” and since then, the stock has declined by about 37.0%. So, I thought it was worthwhile updating my thesis on this name. Source: SSII Company Presentation. January 2026. As a quick recap, SSII’s platform includes the SSi Mantra 3 , which is its proprietary surgical system. This includes a suite of surgical instruments that help in different procedures, such as cardiac surgery. Also, the company offers AI tools and extended reality-driven imaging, training, and simulation. Management said they’re targeting a large and growing market , supported by industry trends that favor its robotics technology. Concretely, SSII quoted that the global surgical systems market is expected to reach $27.1 billion by 2030, which implies a substantial growth rate from only $12...
Hannah Botterman ruled out of opener by ankle blow Ellie Kildunne to start as full-back at home to Ireland England are in danger of losing a ninth World Cup winner for the Women’s Six Nations after the prop Hannah Botterman was ruled out of the team’s opener against Ireland with an ankle injury amid doubts over whether she will play any part in the tournament. The Red Roses head coach, John Mitche...
Hannah Botterman ruled out of opener by ankle blow Ellie Kildunne to start as full-back at home to Ireland England are in danger of losing a ninth World Cup winner for the Women’s Six Nations after the prop Hannah Botterman was ruled out of the team’s opener against Ireland with an ankle injury amid doubts over whether she will play any part in the tournament. The Red Roses head coach, John Mitchell, said they will have confirmation on Botterman’s return timeline next week; Kelsey Clifford has been selected to start on the loosehead at Twickenham’s Allianz Stadium. England are already contending with injuries, two retirements, and four pregnancies; Rosie Galligan, whose partner is her England teammate Marlie Packer, the latest to announce she is expecting earlier this week. Continue reading...