The March CPI report dropped at 8:30 a.m. ET Friday, and S&P 500 (CGSPC) futures are barely moving as the markets digest how much the Iran conflict has pushed up consumer prices. S&P 500 (^GSPC) futures are up just over 5 points to nearly 6,869, a gain signaling caution rather than conviction. Consumer prices rose ... The S&P Hangs On The Edge As Today’s CPI Report Looms Over Open
The March CPI report dropped at 8:30 a.m. ET Friday, and S&P 500 (CGSPC) futures are barely moving as the markets digest how much the Iran conflict has pushed up consumer prices. S&P 500 (^GSPC) futures are up just over 5 points to nearly 6,869, a gain signaling caution rather than conviction. Consumer prices rose ... The S&P Hangs On The Edge As Today’s CPI Report Looms Over Open
Welcome to Next Africa, a daily newsletter on where the continent stands now — and where it’s headed. Sign up here to have it delivered to your email. In today’s edition, we look at how the continent has been a good place to put your money. And: Why an oil-rich region can’t get enough fuel The world’s oldest serving leader looks at succession An African bug may save Indonesia’s palm oil dominance ...
Welcome to Next Africa, a daily newsletter on where the continent stands now — and where it’s headed. Sign up here to have it delivered to your email. In today’s edition, we look at how the continent has been a good place to put your money. And: Why an oil-rich region can’t get enough fuel The world’s oldest serving leader looks at succession An African bug may save Indonesia’s palm oil dominance Debunking Myths Africa is generally perceived as a high-risk investment, yet the Iran war has shown that it’s not the most dangerous place to put your money . Take bonds, for example. Bloomberg’s index of African local-currency debt is down less than the broader emerging-market gauge since the start of the conflict. And over the past 12 months, it’s delivered twice the return of its EM peers. While the MSCI EM stocks index is down more than 4% since end-February (when the fighting began), some African markets have been buoyant. Nigeria’s benchmark has returned over 5% in dollar terms over the same period, with the nation’s equities poised to be included in FTSE Russell frontier-markets benchmark. Ghana’s stock index is the best performer in the world this year. The data shows Africa is more resilient than its reputation suggests, and also more insulated from geopolitical crises than some other markets. Of course, there are challenges investors should heed. The Iran war highlighted the vulnerability of energy importers such as Kenya and South Africa to oil shocks, while the shortage of fertilizer will affect food producers. Sustained currency weakness will raise the cost of servicing already high debt burdens. The continent also has some of the world’s most intractable conflicts. A three-year civil war in Sudan, for example, is estimated to have killed more than 150,000 people and displaced millions. But investors who are prepared to look past those obstacles are reaping rewards. Emerging Market Investment Management’s Africa Opportunity Fund has gained more than 70% over th...
NicoElNino/iStock via Getty Images Dynatrace's ( DT ) announced acquisition of Bindplane should provide the company with more traction in the logs management and analytics business to drive up annual recurring revenue, according to BNP Paribas. Bindplane's open-standards-based telemetry pipeline helps organizations capture and manage data at scale. Financial terms of the acquisition were not discl...
NicoElNino/iStock via Getty Images Dynatrace's ( DT ) announced acquisition of Bindplane should provide the company with more traction in the logs management and analytics business to drive up annual recurring revenue, according to BNP Paribas. Bindplane's open-standards-based telemetry pipeline helps organizations capture and manage data at scale. Financial terms of the acquisition were not disclosed, but the transaction is expected to close before the end of April. "The deal was funded in cash, and terms were not disclosed, but we estimate a $10M ARR business that is deeply connected to Google Cloud," said BNP Paribas Equity Research senior analyst Andrew DeGasperi in an investor note. The deal provides Dynatrace an opportunity to further accelerate Logs ARR by providing them with access to a telemetry pipeline built on open-source OpenTelemetry. "Given the technology is already integrated with Dynatrace, we expect the roughly 40-person team to integrate seamlessly and see few integration pains," DeGasperi said. "By running closer to the data source, we see it as complementary to Dynatrace's OneAgent. As such, we see a meaningful opportunity to further improve the $100m ARR from Logs (as of last FQE), which doubled y/y." Dynatrace shares had inched up 1.5% during pre-market trading on Friday. The Boston-based Dynatrace is a leader in the field of digital observability, providing an AI-powered platform that enhances the monitoring and management of complex digital ecosystems. More on Dynatrace Dynatrace, Inc. (DT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Dynatrace: Growth Should Start To Accelerate Dynatrace Is Still Growing Quickly Despite A Conservative Valuation Dynatrace to acquire Bindplane Dynatrace targets $2B ARR in fiscal 2026 as AI-powered observability momentum accelerates
J Studios Stock index futures were slightly higher on Friday as the core retail inflation figures for March came in slightly cooler than expected. Here are the four stocks to watch on the day: Berkshire Hathaway ( BRK.A ) ( BRK.B ) rose 0.06% in premarket trading Friday after the company sold ¥272.3 billion (approximately $1.7 billion) worth of yen-denominated bonds, Bloomberg News reported. The o...
J Studios Stock index futures were slightly higher on Friday as the core retail inflation figures for March came in slightly cooler than expected. Here are the four stocks to watch on the day: Berkshire Hathaway ( BRK.A ) ( BRK.B ) rose 0.06% in premarket trading Friday after the company sold ¥272.3 billion (approximately $1.7 billion) worth of yen-denominated bonds, Bloomberg News reported. The offering, Berkshire’s first since CEO Greg Abel took charge, comprised six tranches with maturities ranging from three to thirty years. The deal marks Berkshire’s third-largest yen issuance on record. Intel ( INTC ) gained 0.57% before the opening bell after announcing a multiyear collaboration with Alphabet’s Google to advance next-generation AI and cloud infrastructure. Under the partnership, the companies will align across multiple generations of Intel’s Xeon processors and custom infrastructure processing units to improve performance, energy efficiency, and total cost of ownership across Google’s global infrastructure. Meta Platforms ( META ) advanced 0.84% in premarket trade after the company pulled down ads by law firms seeking clients on Instagram and Facebook to join lawsuits alleging harm from addictive platform design. The crackdown follows recent court losses, including a $375 million ruling in New Mexico and a $6 million damages award in Los Angeles against Meta and Google. ConocoPhillips ( COP ) said Thursday it has sent a team to Venezuela to evaluate prospects for a return to oil and gas drilling nearly two decades after its assets were nationalized. The move makes ConocoPhillips just the second major U.S. oil producer to publicly disclose an on-the-ground inspection in Venezuela, following Exxon Mobil’s similar assessment last month. More related stories Meta Has Found Its AI Footing AI Capex Surge, Bottlenecks, And The Race For ROI Meta Platforms: Muse Spark Launch Sends A Signal To Investors Berkshire Hathaway sells yen-denominated bonds in first such deal ...
The high-profile talks between leaders of the Communist Party and the Kuomintang are a step towards cross-strait stability despite the KMT’s opposition status in Taiwan, according to observers. Communist Party chief Xi Jinping and KMT chairwoman Cheng Li-wun met in Beijing on Friday in the first such talks between the sitting leaders of the two parties in nearly a decade. Analysts in mainland Chin...
The high-profile talks between leaders of the Communist Party and the Kuomintang are a step towards cross-strait stability despite the KMT’s opposition status in Taiwan, according to observers. Communist Party chief Xi Jinping and KMT chairwoman Cheng Li-wun met in Beijing on Friday in the first such talks between the sitting leaders of the two parties in nearly a decade. Analysts in mainland China and Taiwan broadly agreed that the encounter signalled a revival of cross-strait engagement...
Amazon (AMZN) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Amazon (AMZN) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up . At a time of heightened tensions between Washington and Brussels, there are signs of a rare bright spot in transatlantic relations. As we report today, the EU and the US are closing in on an agreement on critical minerals , part of a ...
Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up . At a time of heightened tensions between Washington and Brussels, there are signs of a rare bright spot in transatlantic relations. As we report today, the EU and the US are closing in on an agreement on critical minerals , part of a push to break reliance on China. The potential deal, which is currently being reviewed by member states, would create incentives, such as minimum prices, that could bolster non-Chinese suppliers, according to a draft “action plan” seen by Bloomberg. The EU and US would also cooperate on standards, investments and joint projects, as well as coordinate on any disruptions. In addition, Brussels and Washington are seeking other “like-minded partners” to join a multi-country accord to help create new supply chains for minerals that feed into nearly all modern technology — from electric vehicles to missile-guidance systems and fighter jets. The rare moment of transatlantic cooperation is motivated by the dominance of China, which processes around 80% of the world’s rare earths. It comes ahead of a summit between US President Donald Trump and China’s Xi Jinping next month, which was delayed due to the Iran war. Spanish Prime Minister Pedro Sanchez embarks on a trip to China this weekend — his fourth visit in just over three years. He’s aiming to persuade Chinese companies to share more tech know-how with Spanish partners, with the two countries due to sign an investment agreement. The EU is concerned about Chinese firms bringing in their own workers to build and operate factories in Europe, accessing the market but giving little in return. The Spanish deal aims to ensure that Chinese investments in the country also involve technology transfers. Sanchez will also visit the headquarters of Xiaomi, the smartphone maker turned electric-car manufacturer that has been the focus of many ...
JHVEPhoto/iStock Editorial via Getty Images Lumentum: The Next Nvidia? Networking stocks are now enjoying their Nvidia moment ( NVDA ), so to speak, and I reckon there are few that could proclaim such a notable achievement as that of Lumentum Holdings Inc. ( LITE ). After notching a spectacular and eye-popping 1,400% rally over the past one year as I pen this write-up, I think it’s fair for new in...
JHVEPhoto/iStock Editorial via Getty Images Lumentum: The Next Nvidia? Networking stocks are now enjoying their Nvidia moment ( NVDA ), so to speak, and I reckon there are few that could proclaim such a notable achievement as that of Lumentum Holdings Inc. ( LITE ). After notching a spectacular and eye-popping 1,400% rally over the past one year as I pen this write-up, I think it’s fair for new investors to ask whether it still makes sense to buy now? Being blessed with a networking stack that has the potential of seeing the TAM go through the roof in the next few years, I could understand why the market hasn’t held back. Optical AI TAM forecast (LITE ) How often do we see companies expressing such confidence in their ability to tap into a market opportunity that could grow 40% CAGR through 2030? Furthermore, the narrative is firmly supported by what we are seeing on the ground, right? I mean, I don’t have to repeat that the US hyperscaler CapEx is already expected to hit $700B, and that’s just for this year. OpenAI AI compute capacity forecast (Bloomberg) Next year, things could get even more heady, and I haven’t seen signs that anyone is looking to pull back, despite the ongoing uncertainties in the Middle East. Plus, even the AI foundation model companies such as OpenAI ( OPENAI ) and Anthropic ( ANTHRO ), are going for each other's jugular, with an ambitious appetite for compute capacity far exceeding what they have now. Collaboration between Meta and CoreWeave (Seeking Alpha) Big tech certainly wants more AI compute capacity, and infrastructure builders are poised to tap into the “optical evolution” from here. Look at what Meta ( META ) inked with CoreWeave ( CRWV ) just this week! So much so that having a top notch AI networking stack is no longer optional, especially with the AI agents now expected to become mainstream. Lumentum's AI Networking Platform Poised For Rapid Expansion Optical Evolution (LITE) And next-gen architecture for scale-out, and scale-up w...
You're finally claiming Social Security benefits, and while it's a relief to get money back from the program after decades of paying in, your checks aren't going as far as you'd hoped. You may still be holding onto a job to make ends meet, especially if you don't have a lot of personal savings. Even then, you might not be living comfortably. Increasing your Social Security benefit now that you've ...
You're finally claiming Social Security benefits, and while it's a relief to get money back from the program after decades of paying in, your checks aren't going as far as you'd hoped. You may still be holding onto a job to make ends meet, especially if you don't have a lot of personal savings. Even then, you might not be living comfortably. Increasing your Social Security benefit now that you've already signed up may seem impossible. But there are still a few things you could try to squeeze a little more money out of the program. Image source: Getty Images. Continue reading
Robinhood (NASDAQ: HOOD) may be facing a bigger image test than financial threat as certain rumors swirl. This video breaks down why missing one of the biggest retail investing moments in years could shake sentiment, why the damage may still be limited, and what it all means for the stock. Stock prices used were the market prices of April 3, 2026. The video was published on April 8, 2026. Continue...
Robinhood (NASDAQ: HOOD) may be facing a bigger image test than financial threat as certain rumors swirl. This video breaks down why missing one of the biggest retail investing moments in years could shake sentiment, why the damage may still be limited, and what it all means for the stock. Stock prices used were the market prices of April 3, 2026. The video was published on April 8, 2026. Continue reading
Not Just 'Death To America', It's 'Death To Everyone' When Fertilizer Supply Shock Hits Santiago Capital’s Brent Johnson , known for his dollar milkshake theory , had an ominous warning at last evening’s ZH debate: Even if the war is settled (and there’s no guarantee of that), baked in supply shocks could be very bad for agriculture. This comes as just yesterday, Mises Institute’s Connor O’Keefe w...
Not Just 'Death To America', It's 'Death To Everyone' When Fertilizer Supply Shock Hits Santiago Capital’s Brent Johnson , known for his dollar milkshake theory , had an ominous warning at last evening’s ZH debate: Even if the war is settled (and there’s no guarantee of that), baked in supply shocks could be very bad for agriculture. This comes as just yesterday, Mises Institute’s Connor O’Keefe warned of “a time bomb in global food markets”. … and Brent is the dollar bull. Johnson joined Marc “Dr. Doom” Faber and Thoughtful Money’s Adam Taggart to debate what comes after the tenuous ceasefire that Trump has brokered with Iran. Major win for the U.S. and the dollar or simply relative mitigation of a pointless blunder? Below were key points by Dr. Doom and the Milkshake man, though we highly recommend the full discussion for those with time: Inflation for thee but not for me Marc Faber’s argument centered on a disconnect between official inflation data and lived experience… something the war, even if concluded promptly, will only exacerbate. While the legendary “ shadowstats ” is no longer updated, it last had May ‘23 real inflation at 8% annually, double the government’s reported figure of 4%. Faber rejects low headline figures: “I don't believe that anywhere in the world the rate of inflation was like around 2% (pre-war). This is complete nonsense. Open the invoices of your insurance company! Insurance premiums are going up by something like 10%… everywhere the prices are up.” Average households cannot sustain such strain for long. In Faber’s view, a large share of the population is financially stretched: “around 70% of Americans… live paycheck to paycheck.” Income barely covers expenses, leaving little margin for shocks. “This is sort of like a modern slavery… people are… anxiously waiting for the salaries to pay their debts.” Faber’s slavery analogy extends to the K-shaped economy, where wealthy asset owners see massive booms in their on-paper wealth while Joe si...
Sergey Kozoserov/iStock via Getty Images Blackstone Secured Lending Fund ( BXSL ) is clearly moving out of the peak earnings phase into a normalized environment where earnings will likely decline. The question is how much and how fast and whether, at current valuations, BXSL presents an opportunity for fresh buy positions. The numbers we have from Q4 2025 earnings already show that the net investm...
Sergey Kozoserov/iStock via Getty Images Blackstone Secured Lending Fund ( BXSL ) is clearly moving out of the peak earnings phase into a normalized environment where earnings will likely decline. The question is how much and how fast and whether, at current valuations, BXSL presents an opportunity for fresh buy positions. The numbers we have from Q4 2025 earnings already show that the net investment income has fallen from ~$0.84 per share a year ago to ~$0.8 per share now. Portfolio yields have also fallen from ~10.4% to ~9.6% over the full year. BXSL turns over 15-20% of the loan book annually, and repayments are being reinvested at lower yields than earlier in the rate cycle, at ~8.9%. The base rate sensitivity factor looks even more important given ~98% of the portfolio is floating rate. Rates are in a sticky spot for BXSL, where it is structurally in a normalization cycle, but is likely to stay higher for longer through a potential stagflation phase (where inflation remains sticky and growth remains subdued). The stagflation thesis is probably under review now, as the Iran war ceasefire talks mean a better environment for inflation, but even without a full-fledged stagflation environment, higher-for-longer rates are anyway a concern late in the cycle for credit risks. BXSL's credit numbers do not show any signs of stress yet, though. Non-accruals are just ~0.6%. Interest coverage is 2x (that is, borrowers are earning roughly twice their debt obligations), and underlying EBITDA growth across the portfolio is still 8-9%. According to commentary in the Q4 earnings call, ~85% of the portfolio is stable or improving, de-risking the credit risk angle as of now. I believe that at ~0.85x NAV (as of Q4 2025), and even with a reduced yield expectation (from the forward extrapolation of ~13%), there is a path to near double-digit total returns for Buys at this point. I derive comfort from BXSL's first lien loan structure, steady credit health to date in the normalizing en...
jetcityimage Tesla ( TSLA ) saw a decline in retail sales in China during Q1, according to Electrek. The report contradicts prior headlines of “rising” sales for the electric vehicle maker in the quarter. The discrepancy is due to the difference between wholesale and retail numbers. Per Electrek, Tesla's ( TSLA ) previously reported wholesale figures include vehicles produced at Giga Shanghai and ...
jetcityimage Tesla ( TSLA ) saw a decline in retail sales in China during Q1, according to Electrek. The report contradicts prior headlines of “rising” sales for the electric vehicle maker in the quarter. The discrepancy is due to the difference between wholesale and retail numbers. Per Electrek, Tesla's ( TSLA ) previously reported wholesale figures include vehicles produced at Giga Shanghai and exported to other markets in Asia and Europe to mask an actual decline in Chinese consumer demand during the quarter. Tesla's ( TSLA ) retail sales in China totaled just 112,798 vehicles in Q1 vs. 134,607 during the same quarter a year ago. Shares of Tesla ( TSLA ) edged 0.5% higher in premarket trading. More on Tesla Tesla: Waiting For 'Amazing Abundance' To Amaze Tesla: Elon Musk Is Becoming A Burden A Strong Sell Still: Tesla's Decline Appears Far From Over Cathie Wood buys the dip in Tesla with fresh $28M investment Tesla developing new smaller, cheaper EV: report
Newton Golf Company ( NWTG ) said on Friday it had received a notice from Nasdaq’s listing qualifications department. Nasdaq had informed the company that it was not in compliance with the $2.5M stockholders’ equity requirement and had set May 21, 2026, as the last date to submit a compliance plan. The company had expected to submit its compliance plan ahead of the deadline, supported by ongoing e...
Newton Golf Company ( NWTG ) said on Friday it had received a notice from Nasdaq’s listing qualifications department. Nasdaq had informed the company that it was not in compliance with the $2.5M stockholders’ equity requirement and had set May 21, 2026, as the last date to submit a compliance plan. The company had expected to submit its compliance plan ahead of the deadline, supported by ongoing efforts to strengthen its balance sheet. It had completed a $2.0M convertible note financing post year-end (about $1.4M drawn), priced above recent market levels, and had indicated it may access additional capital through its at-the-market program to support compliance efforts. The company had highlighted strong commercial momentum, including being ranked the No. 1 shaft brand at Club Champion in 2025, 136% net sales growth, and a new board addition. Also an exclusive distribution deal in South Korea, expanded product testing with global manufacturers, and new shaft launches at the 2026 PGA Show. Shares -11.61%. More on Newton Golf Seeking Alpha’s Quant Rating on Newton Golf Historical earnings data for Newton Golf Financial information for Newton Golf
Cloud infrastructure firm CoreWeave said on Friday it has struck a deal with Anthropic to supply the AI startup with cloud computing capacity, sending its shares up more than 5% in premarket trading. The multi-year agreement, whose financial terms were not disclosed, will bring computing capacity for Anthropic online later this year and help it run workloads for its Claude family of AI models. ...
Cloud infrastructure firm CoreWeave said on Friday it has struck a deal with Anthropic to supply the AI startup with cloud computing capacity, sending its shares up more than 5% in premarket trading. The multi-year agreement, whose financial terms were not disclosed, will bring computing capacity for Anthropic online later this year and help it run workloads for its Claude family of AI models. * The Anthropic deal is the latest in a series of agreementsthat CoreWeave has signed in recent months, thanks to surgingdemand for computing power required to develop and run AImodels.
Roman Tiraspolsky/iStock Editorial via Getty Images Investment Thesis In the past article , I upgraded Intel ( INTC ) to "Hold" after several institutions signed partnership/investment deals with the microchip giant, including NVIDIA ( NVDA ) and the US Government. However, I warned that it wasn't time for a victory lap yet, and the deal shouldn't be seen as Intel's comeback into the generative AI...
Roman Tiraspolsky/iStock Editorial via Getty Images Investment Thesis In the past article , I upgraded Intel ( INTC ) to "Hold" after several institutions signed partnership/investment deals with the microchip giant, including NVIDIA ( NVDA ) and the US Government. However, I warned that it wasn't time for a victory lap yet, and the deal shouldn't be seen as Intel's comeback into the generative AI infrastructure market. With shares up more than 180% in the past 12 months, a lot of optimism seems baked into Intel's ( INTC ) share price. The industry is cyclical, and for a seemingly average operator, Intel's potential margins (assuming it succeeds in its efforts to improve the efficiency of its fabrication process) seem to suggest that it is now fully valued, if not overvalued. One of the key ways the company might be argued as undervalued is the relatively small market capitalization when juxtaposed against the opportunity in the generative AI Data Centers buildout. This market is dominated by NVDA. Hypothetically, Intel could either sell its own AI accelerators and CPUs or become a foundry supplier to NVDA's fabless operations. In that sense, one could see the bullish argument. In my view, there are other alternative companies with better risk/reward profiles. Revenue Trends The Client Computing Group "CCG", which provides laptop and desktop CPUs, GPUs, and other edge computing solutions, saw sales down by about $1.1 billion, or 3.4%, in FY'25. Management highlighted several factors that suppressed sales, including: Incentives and marketing campaigns that supported 2024 but not 2025. Customers/dealers/resellers are adjusting their inventories of Intel products (inventory adjustments are normal in the semiconductor industry) Manufacturing issues at Intel's fabrication facilities are causing production disruptions. This might look fine at first glance - a modest decline attributed to what seems well-identified problems, and after all, the CCG segment is still huge, wi...
Roman Tiraspolsky/iStock Editorial via Getty Images Investment Thesis In the past article , I upgraded Intel ( INTC ) to "Hold" after several institutions signed partnership/investment deals with the microchip giant, including NVIDIA ( NVDA ) and the US Government. However, I warned that it wasn't time for a victory lap yet, and the deal shouldn't be seen as Intel's comeback into the generative AI...
Roman Tiraspolsky/iStock Editorial via Getty Images Investment Thesis In the past article , I upgraded Intel ( INTC ) to "Hold" after several institutions signed partnership/investment deals with the microchip giant, including NVIDIA ( NVDA ) and the US Government. However, I warned that it wasn't time for a victory lap yet, and the deal shouldn't be seen as Intel's comeback into the generative AI infrastructure market. With shares up more than 180% in the past 12 months, a lot of optimism seems baked into Intel's ( INTC ) share price. The industry is cyclical, and for a seemingly average operator, Intel's potential margins (assuming it succeeds in its efforts to improve the efficiency of its fabrication process) seem to suggest that it is now fully valued, if not overvalued. One of the key ways the company might be argued as undervalued is the relatively small market capitalization when juxtaposed against the opportunity in the generative AI Data Centers buildout. This market is dominated by NVDA. Hypothetically, Intel could either sell its own AI accelerators and CPUs or become a foundry supplier to NVDA's fabless operations. In that sense, one could see the bullish argument. In my view, there are other alternative companies with better risk/reward profiles. Revenue Trends The Client Computing Group "CCG", which provides laptop and desktop CPUs, GPUs, and other edge computing solutions, saw sales down by about $1.1 billion, or 3.4%, in FY'25. Management highlighted several factors that suppressed sales, including: Incentives and marketing campaigns that supported 2024 but not 2025. Customers/dealers/resellers are adjusting their inventories of Intel products (inventory adjustments are normal in the semiconductor industry) Manufacturing issues at Intel's fabrication facilities are causing production disruptions. This might look fine at first glance - a modest decline attributed to what seems well-identified problems, and after all, the CCG segment is still huge, wi...