Energy earnings expectations have risen sharply over recent weeks, with the current +7.6% earnings growth rate expected in 2026 Q1 up from +0.9% a week back and the -1.9% decline expected at the start of January.
Energy earnings expectations have risen sharply over recent weeks, with the current +7.6% earnings growth rate expected in 2026 Q1 up from +0.9% a week back and the -1.9% decline expected at the start of January.
Energy earnings expectations have risen sharply over recent weeks, with the current +7.6% earnings growth rate expected in 2026 Q1 up from +0.9% a week back and the -1.9% decline expected at the start of January.
Energy earnings expectations have risen sharply over recent weeks, with the current +7.6% earnings growth rate expected in 2026 Q1 up from +0.9% a week back and the -1.9% decline expected at the start of January.
Nebius Group recently announced plans to build a new AI “factory” data center campus in Lappeenranta, Finland, with up to 310 MW of capacity, adding to its expanded Mäntsälä site and broader multi‑gigawatt global build‑out. The project, backed by a broader ecosystem that includes large long-term contracts with Microsoft and Meta and a focus on low‑carbon, heat‑recycling infrastructure, underlines ...
Nebius Group recently announced plans to build a new AI “factory” data center campus in Lappeenranta, Finland, with up to 310 MW of capacity, adding to its expanded Mäntsälä site and broader multi‑gigawatt global build‑out. The project, backed by a broader ecosystem that includes large long-term contracts with Microsoft and Meta and a focus on low‑carbon, heat‑recycling infrastructure, underlines how AI compute demand is reshaping regional economies, energy use, and labor markets in Finland...
Never miss an episode. Follow The Big Take daily podcast today. After a month of fighting, President Trump took his case for war with Iran to the American people Wednesday night. In a prime-time address that sent energy markets surging, he promised both an imminent end to the conflict and two to three weeks of further intense military strikes. On today’s Big Take podcast, host Sarah Holder and Blo...
Never miss an episode. Follow The Big Take daily podcast today. After a month of fighting, President Trump took his case for war with Iran to the American people Wednesday night. In a prime-time address that sent energy markets surging, he promised both an imminent end to the conflict and two to three weeks of further intense military strikes. On today’s Big Take podcast, host Sarah Holder and Bloomberg Washington Correspondent Jeff Mason unpack the president’s brief, often contradictory speech. They discuss how it put investors and key allies on the back foot, what it could mean for the president’s agenda heading into the midterms and where the conflict goes from here. We are live blogging our coverage of the war with Iran at Bloomberg.com with the latest from across the globe. Here’s what else we’re watching today: Trump Ousts Bondi After Chaotic Tenure at Justice Department Blue Owl Limits Redemptions on Private Credit Funds After Massive Exit Requests We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer. Listen and follow The Big Take on Apple Podcasts , Spotify or wherever you get your podcasts. Terminal clients: click here to subscribe. This episode was produced by: David Fox; Editors: Jeffrey Grocott; Fact-checker: Eleanor Harrison-Dengate and Julia Press; Sound Design/Engineer: Alex Sugiura; Senior Producer: Naomi Shavin; Senior Editor: Elisabeth Ponsot; Deputy Executive Producer: Julia Weaver; Executive Producer: Nicole Beemsterboer.
Victor Golmer/iStock Editorial via Getty Images Investment Thesis Novo Nordisk A/S ( NVO ) competes almost exclusively against Eli Lilly and Company ( LLY ) in a fast growing GLP-1 market. Although the falling stock price may make the company cheap, competition and high reliance on patents raise questions regarding the sustainability of future growth. Eli Lilly seems to currently have a slight adv...
Victor Golmer/iStock Editorial via Getty Images Investment Thesis Novo Nordisk A/S ( NVO ) competes almost exclusively against Eli Lilly and Company ( LLY ) in a fast growing GLP-1 market. Although the falling stock price may make the company cheap, competition and high reliance on patents raise questions regarding the sustainability of future growth. Eli Lilly seems to currently have a slight advantage with tirzepatide, justifying the falling stock price of Novo Nordisk. Nevertheless, Europe and Asia remain attractive markets for Novo Nordisk to capitalize on. Business Overview Novo Nordisk is a Danish pharmaceutical company and with a market cap of ~150 billion USD amongst the biggest companies in all of Europe. Their products c an be divided into four segments . The most important segment, measured by revenue, is diabetes, accounting for 67% of total revenue. Key products are Ozempic and Rybelsus, accounting for 61% and 11% of Diabetes revenue respectively. The second largest segment is obesity at 26.5% of Total revenue, which mainly consists of Wegovy. Ozempic, Rybelsus and Wegovy all consist of semaglutide, a peptide that imitates glucagon. For diabetics, glucagon is the hormone which transfers sugar from the liver into the blood. Obese people make use of semaglutide since glucagon helps lower the appetite and therefore stops cravings. Side effects of this peptide are nausea, vomiting and diarrhea . Ozempic is administered via injection, while Rybelsus has the same function, just as a oral medication. Wegovy can be accessed via injection or orally. Together, these three medications combined account for 73.7% of total revenue and therefore form the core of Novo Nordisk's business. Earlier this year, Wegovy as a 7.2 mg dose was approved, improving weight loss results to 20.7% in 72 weeks, compared to 16.6% achieved by the original 2.4 mg dose. A small friction of revenue (6%) is generated by the rare disease segment, mainly treating blood disorders. Since I do no...
NextPlat ( NXPL ) (NASDAQ: NXPL, NXPLW) on Thursday said that it will implement a 1-for-10 reverse stock split of its common stock, effective before market open on April 13. Following the split, every 10 shares will be consolidated into one share, reducing shares outstanding to about 2.7 million from roughly 26.9 million. The stock will continue trading on Nasdaq under the ticker “NXPL” with a new...
NextPlat ( NXPL ) (NASDAQ: NXPL, NXPLW) on Thursday said that it will implement a 1-for-10 reverse stock split of its common stock, effective before market open on April 13. Following the split, every 10 shares will be consolidated into one share, reducing shares outstanding to about 2.7 million from roughly 26.9 million. The stock will continue trading on Nasdaq under the ticker “NXPL” with a new CUSIP number. No fractional shares will be issued, with shareholders receiving cash in lieu of fractions. NXPL +2.22% after hours to $0.459. Source: Press Release More on NextPlat Most and least shorted communications services stocks with up to $2B market cap as of end-Feb Financial information for NextPlat
JHVEPhoto/iStock Editorial via Getty Images Taiwan Semiconductor Manufacturing Company Limited aka TSMC ( TSM ) is just a few weeks away from reporting Q1 2026 earnings ( expected April 16th ). Giving how important this stock is in the AI trade, I considered writing a pre-earnings note, with an emphasis on the recent developments and the key items I will be monitoring in the release. After the com...
JHVEPhoto/iStock Editorial via Getty Images Taiwan Semiconductor Manufacturing Company Limited aka TSMC ( TSM ) is just a few weeks away from reporting Q1 2026 earnings ( expected April 16th ). Giving how important this stock is in the AI trade, I considered writing a pre-earnings note, with an emphasis on the recent developments and the key items I will be monitoring in the release. After the company delivered what I see as its strongest earnings and guidance since the start of the AI supercycle in Q4 , I downgraded my rating to a Buy. I know, I know. The words "downgrading to a Buy" may seem confusing. To clarify, there is a big difference between fundamentals and price action. Unlike traditional fundamental-driven investors, I believe there are times when these two decouple. Right now is a good example of this (irrational to some) behavior. Back in January, I cited in my note the high risk of a correction in the broader markets. That was the main driver behind my downgrade. I am happy (or sad, actually) that I was right with my prediction, given what has been going on in the markets since the conflict in the Middle East started. I believe this conflict may soon come to an end, and transits through Hormuz will resume again. That's when I believe investors will be back in risk-on mode, and stocks like TSMC may have the highest upside potential. In this article, I discuss why and I provide my view on the upcoming Q1 earnings release. What's New Since Last Earnings Well, as you may know, TSMC releases monthly revenue data, which is one of the key metrics that I monitor between earnings to gauge the health of the AI trade. For January , the company reported revenue of NT$401.26 billion, up 19.8% vs. December 2025 and up 36.8% vs. January 2025. TSMC February was a slower month, as sales declined 20.8% sequentially, but they were still up 22% YOY, so red flags here. TSMC From a guidance perspective, management is looking at US$34.6 billion and US$35.8 billion for Q1 202...
Jonathan Kitchen Wall Street’s major market averages ended mixed on Thursday as markets assessed President Donald Trump’s address to the nation and the latest developments in the Middle East conflict. The tech-focused Nasdaq Composite ( COMP:IND ) finished +0.1%. At the same time, the benchmark S&P 500 ( SP500 ) added +0.1%, and the blue-chip Dow ( DJI ) dipped -0.1%. Here are the 3 stocks to watc...
Jonathan Kitchen Wall Street’s major market averages ended mixed on Thursday as markets assessed President Donald Trump’s address to the nation and the latest developments in the Middle East conflict. The tech-focused Nasdaq Composite ( COMP:IND ) finished +0.1%. At the same time, the benchmark S&P 500 ( SP500 ) added +0.1%, and the blue-chip Dow ( DJI ) dipped -0.1%. Here are the 3 stocks to watch on the day: Applied Optoelectronics ( AAOI ) surged 20% at market close Thursday and climbed another 5% in post-market trading after the fiber-optic networking company announced a new $71 million order for 800G single-mode data center transceivers from a major hyperscale customer. The order brings total commitments from this customer to $124 million since mid-March, with deliveries expected to begin in the second quarter and complete by year-end. Shares of the Sugar Land, Texas-based company have rocketed 200% year-to-date, though prices have ranged between $84 and $127 over the past month. Broadcom ( AVGO ) is in focus following the announcement that Amie Thuener will join the company as Chief Financial Officer, effective June 12, 2026. Thuener currently serves as Vice President, Corporate Controller and Chief Accounting Officer at Alphabet, a position she has held since 2018. She replaces Kirsten Spears, who is retiring after 12 years with the chipmaker and will remain as an advisor for nine months following the transition. Sony Group ( SONY ) is in focus after its wholly owned subsidiary Sony Interactive Entertainment agreed to acquire Cinemersive Labs, a UK-based machine learning and computer vision company. Cinemersive Labs will be integrated into Sony Interactive Entertainment’s Visual Computing Group, where it will apply machine learning to enhance gameplay visuals and improve rendering techniques for PlayStation video games. Terms of the acquisition were not disclosed. More on related stocks Broadcom's AI Story Is Still Early Why I'm Buying Applied Optoelectronics...
Rodney Ward returned debris instead of pets’ ashes and stored animals’ bodies in hearse or threw them out on road Sign up for the Breaking News US email to get newsletter alerts in your inbox A Baltimore county man has been sentenced to 20 years in prison after being found guilty of defrauding pet owners through his fake crematorium business, returning rocks and sand to grieving victims instead of...
Rodney Ward returned debris instead of pets’ ashes and stored animals’ bodies in hearse or threw them out on road Sign up for the Breaking News US email to get newsletter alerts in your inbox A Baltimore county man has been sentenced to 20 years in prison after being found guilty of defrauding pet owners through his fake crematorium business, returning rocks and sand to grieving victims instead of ashes. On Tuesday, 56-year-old Rodney Ward was also ordered to pay $12,510 in restitution to victims. He had pleaded guilty to one count of felony theft and five counts of malicious destruction of property over $1,000, according to the Baltimore county state’s attorney’s office . Continue reading...