Image source: The Motley Fool. Tuesday, April 29, 2025 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Dave Mosley Chief Financial Officer — Gianluca Romano Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $2.16 billion, representing 31% year-over-year growth and a 7% decrease sequentially, attributed to temporary supply constraints. -- $2.16 billion, ...
Image source: The Motley Fool. Tuesday, April 29, 2025 at 5 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Dave Mosley Chief Financial Officer — Gianluca Romano Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Revenue -- $2.16 billion, representing 31% year-over-year growth and a 7% decrease sequentially, attributed to temporary supply constraints. -- $2.16 billion, representing 31% year-over-year growth and a 7% decrease sequentially, attributed to temporary supply constraints. Non-GAAP Gross Profit -- $781 million, up 81% year over year and down from $825 million in the prior quarter. -- $781 million, up 81% year over year and down from $825 million in the prior quarter. Non-GAAP Gross Margin -- 36.2%, up 70 basis points sequentially and over 1,000 basis points year over year, benefiting from a richer product mix and pricing actions. -- 36.2%, up 70 basis points sequentially and over 1,000 basis points year over year, benefiting from a richer product mix and pricing actions. Non-GAAP Operating Margin -- 23.5%, marking the third highest in company history and an expansion from the prior quarter. -- 23.5%, marking the third highest in company history and an expansion from the prior quarter. Non-GAAP EPS -- $1.90, at the top end of guidance, based on approximately 214 million diluted shares. -- $1.90, at the top end of guidance, based on approximately 214 million diluted shares. Free Cash Flow -- $216 million, an increase from $150 million in the prior period, with ongoing sequential improvement expected for the remainder of the year. -- $216 million, an increase from $150 million in the prior period, with ongoing sequential improvement expected for the remainder of the year. Mass Capacity Revenue -- $1.7 billion, up 48% year over year but down $145 million sequentially, with shipments of 133 exabytes, which rose 50% year over year and decreased 5% sequentially. -- $1.7 billion, up 48% year over year but down $145 million sequentially, ...
Injury to Champion Hurdle favourite and contentious decision to run final race overshadow disrupted Trials Day Before the first of the eight races at Cheltenham on Saturday, the afternoon promised to deliver on its Trials Day billing from start to finish, with serious contenders for festival glory in March scattered throughout the card. By the end, the main lesson concerned the vagaries of chance,...
Injury to Champion Hurdle favourite and contentious decision to run final race overshadow disrupted Trials Day Before the first of the eight races at Cheltenham on Saturday, the afternoon promised to deliver on its Trials Day billing from start to finish, with serious contenders for festival glory in March scattered throughout the card. By the end, the main lesson concerned the vagaries of chance, after a serious injury to Sir Gino , and then a long delay to the final race after a hole was discovered in the turf, close to the final flight on the hurdles course. Trainers, jockeys and officials inspected the course before agreeing that conditions were safe to continue, with the runners re-routed around the problem. By the time Kripticjim and Taurus Bay eventually crossed the line almost as one, the sun had set and the photo-finish image was too murky to determine the result. Instead, the stewards resorted to the video footage to declare Kripticjim the winner by a short-head. Continue reading...
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Nvidia doubles down on AI, investing another $2 billion in CoreWeave as investors brace for earnings from Meta, Apple, Microsoft and Tesla this week. Shutdown risks rise in Washington as Senate Democrats threaten to block a spending package amid growing fallout over a second death in Minnesota. Pl...
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Nvidia doubles down on AI, investing another $2 billion in CoreWeave as investors brace for earnings from Meta, Apple, Microsoft and Tesla this week. Shutdown risks rise in Washington as Senate Democrats threaten to block a spending package amid growing fallout over a second death in Minnesota. Plus, exclusive conversations with the CEOs of TrueCar and Baker Hughes. (Source: Bloomberg)
Oppenheimer has upgraded Relay Therapeutics ( RLAY ) to outperform from perform, noting that its lead asset, zovegalisib, could benefit if an upcoming data readout for Celcuity's ( CELC ) g edatolisib does not go well. The firm has a price target of $14 (~88% upside based on Jan. 23 close). Analyst Matthew Biegler wrote that he believes that data from the gedatolisib "VIKTORIA-1 [study] will under...
Oppenheimer has upgraded Relay Therapeutics ( RLAY ) to outperform from perform, noting that its lead asset, zovegalisib, could benefit if an upcoming data readout for Celcuity's ( CELC ) g edatolisib does not go well. The firm has a price target of $14 (~88% upside based on Jan. 23 close). Analyst Matthew Biegler wrote that he believes that data from the gedatolisib "VIKTORIA-1 [study] will underperform expectations, and may even fail," which could create a "beatable bar" for zovegalisib. VIKTORIA-1 is examining g edatolisib in breast cancer, the same lead indication for zovegalisib. He noted that as an mutant-selective inhibitor, zovegalisib could have advantages over a "pan everything" candidate, such as g edatolisib as key opinion leaders have indicated that treatment segmentation by ESR1 and PI3K mutation statuses is favored. More on Relay Therapeutics Relay Therapeutics, Inc. (RLAY) Presents at Jefferies London Healthcare Conference 2025 Transcript Relay Therapeutics Q3 2025 Earnings Preview Seeking Alpha’s Quant Rating on Relay Therapeutics Historical earnings data for Relay Therapeutics Financial information for Relay Therapeutics
Google agreed to pay $68m to settle a lawsuit claiming that its voice-activated assistant spied inappropriately on smartphone users, violating their privacy. A preliminary class action settlement was filed late on Friday night in the San Jose, California federal court, and requires approval by US district judge Beth Labson Freeman. Smartphone users accused Google, a unit of Alphabet, of illegally ...
Google agreed to pay $68m to settle a lawsuit claiming that its voice-activated assistant spied inappropriately on smartphone users, violating their privacy. A preliminary class action settlement was filed late on Friday night in the San Jose, California federal court, and requires approval by US district judge Beth Labson Freeman. Smartphone users accused Google, a unit of Alphabet, of illegally recording and disseminating private conversations after Google Assistant was triggered, in order to send them targeted advertising. Google Assistant is designed to react when people use “hot words” such as “Hey Google” or “Okay Google,” similar to Apple’s Siri. Users objected to receiving ads after Google Assistant misperceived what they said as hot words, known as “false accepts”. Google denied wrongdoing but settled to avoid the risk, cost and uncertainty of litigation, court papers show. The Mountain View, California-based company declined to comment on Monday. The settlement covers people who bought Google devices or were subjected to false accepts since 18 May 2016, court papers show. Lawyers for plaintiffs may seek up to one-third of the settlement fund, or about $22.7m, for legal fees. Apple reached a similar $95m settlement with smartphone users last year.
Image source: The Motley Fool. Tuesday, October 21, 2025 at 8:30 a.m. ET Call participants Chair and Chief Executive Officer — Mary Barra Executive Vice President and Chief Financial Officer — Paul Jacobson Executive Vice President and Chief Financial Officer, GM Financial — Susan Sheffield Takeaways EBIT-Adjusted -- $3.4 billion, down $700 million year over year, with a $1.1 billion gross tariff ...
Image source: The Motley Fool. Tuesday, October 21, 2025 at 8:30 a.m. ET Call participants Chair and Chief Executive Officer — Mary Barra Executive Vice President and Chief Financial Officer — Paul Jacobson Executive Vice President and Chief Financial Officer, GM Financial — Susan Sheffield Takeaways EBIT-Adjusted -- $3.4 billion, down $700 million year over year, with a $1.1 billion gross tariff impact partially offset by over 30% through cost and operational actions. -- $3.4 billion, down $700 million year over year, with a $1.1 billion gross tariff impact partially offset by over 30% through cost and operational actions. U.S. Market Share -- 17%, up 50 basis points, marking the highest third-quarter level since 2017. -- 17%, up 50 basis points, marking the highest third-quarter level since 2017. Dealer Inventory -- 527,000 units, a 16% reduction year over year, including a nearly 30% sequential decrease in EV inventory since the end of the second quarter. -- 527,000 units, a 16% reduction year over year, including a nearly 30% sequential decrease in EV inventory since the end of the second quarter. North America EBIT-Adjusted Margin -- 6.2%, with margins reaching approximately 9% when excluding tariffs. -- 6.2%, with margins reaching approximately 9% when excluding tariffs. EV Deliveries -- 67,000 units, a record quarter with 16.5% U.S. EV share; company reporting the #2 position in U.S. EV market share. -- 67,000 units, a record quarter with 16.5% U.S. EV share; company reporting the #2 position in U.S. EV market share. Warranty Expense -- $900 million headwind year over year; overall warranty cash outlays stabilized over recent months. -- $900 million headwind year over year; overall warranty cash outlays stabilized over recent months. China Market Share -- 6.8%, an increase of 30 basis points, with China equity income at $80 million for the quarter. -- 6.8%, an increase of 30 basis points, with China equity income at $80 million for the quarter. GM Internation...
Andrii Yalanskyi/iStock via Getty Images In the fall of 2024, I concluded that IDEX Corporation ( IEX ) was a great business, yet it was commanding demanding valuations. While the positioning towards mission-critical industrial and technology solutions was to be applauded, the issue was that organic growth was rather sluggish. At the time, valuations reflected quite high expectations, with the P/E...
Andrii Yalanskyi/iStock via Getty Images In the fall of 2024, I concluded that IDEX Corporation ( IEX ) was a great business, yet it was commanding demanding valuations. While the positioning towards mission-critical industrial and technology solutions was to be applauded, the issue was that organic growth was rather sluggish. At the time, valuations reflected quite high expectations, with the P/E ratio a t a rather demanding level of 30 times earnings. The issue is that the sluggish performance has continued, but in the meantime, shares have lost 15% of their value. This makes it so that shares have dramatically underperformed the market, while multiples have come down to 24 times earnings. This has improved appeal, if not for the issue that this still represents a premium valuation, while the operating performance remains uninspiring, to put it mildly. Critical Processes IDEX provides engineered products that are focused on mission-critical solutions, with a focus on higher growth and highly specialized markets. The company generates over $3 billion in sales from such solutions, with these revenues split across three segments. Both health & science technologies and fluid & metering solutions make up nearly 40% of sales, complemented by a smaller fire & safety/diversified segment. The business is quite diversified, with half of the sales generated in the US, as the remaining revenues are split pretty evenly between Europe and the rest of the world. Aided by its 80/20 operating model, IDEX has seen long-term growth and execution. This includes flexibility and accountability to foster the performance of the business. The business employs some 9,000 workers who are active in over 100 countries, as the niche position and culture make margins surpass a quarter of sales. Some of these niche segments include energy, life science, data centers, semiconductors, water, pharma, instruments, etc. Often, there are high-end technologies and products related to dispensing, meteri...
As snowstorms pelted the U.S. on Sunday, TikTok users reported widespread issues with the app, like problems loading comments or unexpected behavior from the For You page algorithm. For some users, the problems continue to persist. The timing of these outages lines up with the long-awaited creation of a separate U.S. TikTok entity last week, which the U.S. government mandated due to concerns about...
As snowstorms pelted the U.S. on Sunday, TikTok users reported widespread issues with the app, like problems loading comments or unexpected behavior from the For You page algorithm. For some users, the problems continue to persist. The timing of these outages lines up with the long-awaited creation of a separate U.S. TikTok entity last week, which the U.S. government mandated due to concerns about the Chinese government potentially accessing user data via the app’s former parent company, ByteDance. (Now, ByteDance owns less than 20% of the new TikTok USDS Joint Venture, while managing investors Oracle, Silver Lake, and MGX own 15% each). However, the TikTok USDS Joint Venture stated in a post on X that these issues were caused by a power outage at a U.S. data center. “Since yesterday we’ve been working to restore our services following a power outage at a U.S. data center impacting TikTok and other apps we operate,” the company said. “We’re working with our data center partner to stabilize our service. We’re sorry for this disruption and hope to resolve it soon.” Since yesterday we’ve been working to restore our services following a power outage at a U.S. data center impacting TikTok and other apps we operate. We're working with our data center partner to stabilize our service. We're sorry for this disruption and hope to resolve it soon. — TikTok USDS Joint Venture (@tiktokusdsjv) January 26, 2026 According to user-reported data from Downdetector, the outage is impacting users across the country. TikTok’s reasoning for the glitches is logical, given that more than one million people in the U.S. have been impacted by power outages after the massive storm. But some users are suspicious given how soon the outages occurred after the U.S. joint venture was formally established. The outage also overlaps with ongoing protests in Minneapolis, Minnesota, where thousands of ICE agents have been deployed since early January in what ICE Acting Director Todd Lyons called the “la...
is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO. Posts from this author will be added to your daily email digest and your homepage feed. TikTok’s takeover in the US has prompted users to join an alternative social platform called UpScrolled. The app, which is available on Android and iOS, currently h...
is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO. Posts from this author will be added to your daily email digest and your homepage feed. TikTok’s takeover in the US has prompted users to join an alternative social platform called UpScrolled. The app, which is available on Android and iOS, currently holds the 12th spot in Apple’s App Store, and it’s struggling to keep up with an influx of new traffic. UpScrolled was founded in 2025 by Issam Hijazi, a Palestinian-Jordanian-Australian technologist, with the goal of giving users the ability to “freely express thoughts,” while “ensuring every post has a fair chance to be seen.” Its website says the platform will remain “impartial” to political agendas, won’t shadowban users or content, and will “uphold social responsibility.” The app’s interface looks like a mix between Instagram and X, allowing you to post and discover photos, videos, and text posts, as well as write private messages to other users. This isn’t the first time we’ve seen such a large call to switch to alternative social networks, as TikTokers flocked to apps like RedNote in response to the TikTok ban last year, while other networks, like Bluesky and Mastodon, emerged as popular spots for people looking to get away from X.
Pirelli & C. SpA ’s biggest investor, China’s Sinochem Group , submitted a proposal aimed at addressing the Italian tiremaker’s governance and potential US regulatory concerns. China National Tire & Rubber Corp., the Sinochem unit that owns about 34% of Pirelli, said in a statement on Monday that the plan relies on “standard corporate tools and international best practice, and is designed to tackl...
Pirelli & C. SpA ’s biggest investor, China’s Sinochem Group , submitted a proposal aimed at addressing the Italian tiremaker’s governance and potential US regulatory concerns. China National Tire & Rubber Corp., the Sinochem unit that owns about 34% of Pirelli, said in a statement on Monday that the plan relies on “standard corporate tools and international best practice, and is designed to tackle both governance arrangements and any issues linked to US rules.” The group said it supports a neutral, fact-based review and is ready to engage in good-faith talks with relevant parties. The Chinese group’s move comes amid a broader standoff over Pirelli, after the company’s board last year declared the end of Sinochem’s control following pressure from Italian regulators using so-called golden power rules. Sinochem has disputed that assessment, arguing it remains Pirelli’s largest shareholder. The dispute has taken on added urgency because of US scrutiny of Chinese involvement in connected vehicles. Pirelli generates more than 20% of its revenue in the US, and executives have warned that unresolved governance issues could threaten access to that market as Washington tightens restrictions on Chinese-linked technology. Pirelli’s second-largest investor, Camfin, the holding company of Executive Vice Chairman Marco Tronchetti Provera , said last week it won’t renew a shareholder agreement with Sinochem, citing an inability to adapt governance to US legal requirements. Read More: Pirelli Investor Camfin Won’t Renew Pact With Chinese Holder
Image source: The Motley Fool. Tuesday, October 21, 2025 at 8:30 a.m. ET CALL PARTICIPANTS President & Chief Executive Officer — Christopher Calio Senior Vice President & Chief Financial Officer — Neil Mitchill Vice President, Investor Relations — Nathan Ware TAKEAWAYS Organic Sales Growth -- Increased 13% year over year, supported by double-digit expansion in commercial OEM, aftermarket, and defe...
Image source: The Motley Fool. Tuesday, October 21, 2025 at 8:30 a.m. ET CALL PARTICIPANTS President & Chief Executive Officer — Christopher Calio Senior Vice President & Chief Financial Officer — Neil Mitchill Vice President, Investor Relations — Nathan Ware TAKEAWAYS Organic Sales Growth -- Increased 13% year over year, supported by double-digit expansion in commercial OEM, aftermarket, and defense across the company. -- Increased 13% year over year, supported by double-digit expansion in commercial OEM, aftermarket, and defense across the company. Adjusted Segment Operating Profit -- Rose 19% year over year, with margin expansion in all three major segments. -- Rose 19% year over year, with margin expansion in all three major segments. Free Cash Flow -- Reported at $4 billion for the quarter, attributed to working capital improvement and advance contract payments shifted forward from Q4. -- Reported at $4 billion for the quarter, attributed to working capital improvement and advance contract payments shifted forward from Q4. Backlog -- Reached $251 billion, up 13% year over year, with a quarterly book-to-bill ratio of 1.63 and $37 billion in new awards ($23 billion defense, $14 billion commercial). -- Reached $251 billion, up 13% year over year, with a quarterly book-to-bill ratio of 1.63 and $37 billion in new awards ($23 billion defense, $14 billion commercial). Full-Year Guidance Raised -- Adjusted sales outlook lifted to $86.5 billion-$87 billion (8%-9% organic growth); adjusted EPS increased to $6.10-$6.20, up from the previous $5.80-$5.95 range. -- Adjusted sales outlook lifted to $86.5 billion-$87 billion (8%-9% organic growth); adjusted EPS increased to $6.10-$6.20, up from the previous $5.80-$5.95 range. Commercial Aftermarket -- Up 18% in the quarter; growth driven by heavy shop visit content at Pratt & Whitney and over 15% year-to-date growth at Pratt Canada commercial aftermarket. -- Up 18% in the quarter; growth driven by heavy shop visit content at ...
halbergman/E+ via Getty Images It's been a few weeks that macroeconomic data like inflation and unemployment have caught up after the last government shutdown, but now there may be another one ahead of us. What seemed to be a done deal with a funding bill that passed through the House of Representatives is now being stopped in the Senate as politicians argue over funding for the Department of Home...
halbergman/E+ via Getty Images It's been a few weeks that macroeconomic data like inflation and unemployment have caught up after the last government shutdown, but now there may be another one ahead of us. What seemed to be a done deal with a funding bill that passed through the House of Representatives is now being stopped in the Senate as politicians argue over funding for the Department of Homeland Security. It's looking increasingly like there will not be enough Senators to pass the bill. Compound this with the massive snowstorm that is hitting the East Coast, and the Senate may not have enough time in session to get the bill passed, even if they are able to secure the votes. This has sent the odds of another shutdown soaring . Betting markets like Kalshi ( KALSHI ) now show above a 77% chance, based on current sentiments. Kalshi Effects of a Shutdown One of the most prominent effects to consider is that there is a considerable amount of the economy tied to government spending and government-spending-linked jobs. This grinds to a halt when the government shuts down, as most staff ("non-essential") are furloughed. Goldman Sachs ( GS ) estimates that shutdowns shave off 0.15-0.20% of GDP growth per week; a 5-week shutdown could shave off 1%! The issue extends beyond direct payments from the government, as functions like approving mergers and acquisitions, funding Small Business Administration loans, etc., will be halted and ripple through the economy. The last shutdown, in 2025, brought many challenges with it. Air traffic controllers were not being paid, and shortages were faced, leading to delayed and cancelled flights--another drag on economic activity. The worst of the effects that we will see are going to be for recipients of direct payments from the government, who may have to wait for their payments. This almost came to a head around food benefits with the SNAP program, which nearly ran out of funding during the last shutdown. While the delays on payments f...
Image source: The Motley Fool. Friday, October 18, 2024 at 11:30 a.m. ET CALL PARTICIPANTS President & Chief Executive Officer — John W. Bordelon Executive Vice President & Chief Financial Officer — David T. Kirkley Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Income -- $9.4 million, or $1.18 per share, increasing compared to the prior quarter. -- $9.4 million, or...
Image source: The Motley Fool. Friday, October 18, 2024 at 11:30 a.m. ET CALL PARTICIPANTS President & Chief Executive Officer — John W. Bordelon Executive Vice President & Chief Financial Officer — David T. Kirkley Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Income -- $9.4 million, or $1.18 per share, increasing compared to the prior quarter. -- $9.4 million, or $1.18 per share, increasing compared to the prior quarter. Net Interest Margin -- 3.71%, up 5 basis points, driven by asset yields outpacing funding cost increases. -- 3.71%, up 5 basis points, driven by asset yields outpacing funding cost increases. Return on Assets -- 1.1%, rising 13 basis points sequentially from the second quarter. -- 1.1%, rising 13 basis points sequentially from the second quarter. Loan Growth -- $7 million, or about 1% annualized, with paydowns including a $19 million medical commercial & industrial (C&I) loan impacting results. -- $7 million, or about 1% annualized, with paydowns including a $19 million medical commercial & industrial (C&I) loan impacting results. Full‑Year Loan Growth Guidance -- Management expects to land at the lower end of its 4%‑6% range, given current trends. -- Management expects to land at the lower end of its 4%‑6% range, given current trends. Deposit Growth -- $55 million increase, equal to 8% annualized, primarily in money market and interest‑bearing checking accounts. -- $55 million increase, equal to 8% annualized, primarily in money market and interest‑bearing checking accounts. Yield on Average Interest‑Earning Assets -- Increased by 12 basis points to 5.82% in the quarter, while average interest‑bearing liabilities rose 9 basis points to 3.02%. -- Increased by 12 basis points to 5.82% in the quarter, while average interest‑bearing liabilities rose 9 basis points to 3.02%. Net Interest Income -- $30.4 million, up $989,000 sequentially from the previous quarter. -- $30.4 million, up $989,000 sequentially from the prev...
Check out some of the companies making the biggest midday moves: Booz Allen Hamilton — The consulting firm shed more than 5% after the Treasury Department said it canceled all contracts with the company , whose employees leaked the tax records of President Donald Trump, and the billionaires Jeff Bezos and Elon Musk, to media outlets. The Treasury said it has 31 separate contracts with Booz Allen H...
Check out some of the companies making the biggest midday moves: Booz Allen Hamilton — The consulting firm shed more than 5% after the Treasury Department said it canceled all contracts with the company , whose employees leaked the tax records of President Donald Trump, and the billionaires Jeff Bezos and Elon Musk, to media outlets. The Treasury said it has 31 separate contracts with Booz Allen Hamilton, totaling $4.8 million in annual spending and $21 million in total obligations. GameStop — Michael Burry, the investor made famous by his bet against the U.S. housing market ahead of the financial crisis, disclosed that he has been buying shares of one-time meme darling, driving up the video game retailer by almost 7%. In a Substack post , Burry said he wasn't counting on a short squeeze to "realize long-term value." USA Rare Earth — The rare earths miner climbed 15% after the Trump administration took a stake. The company will issue 16.1 million shares of common stock and 17.6 million warrants. Sarepta Therapeutics — The biotech stock soared 10% after a three-year study of Elevidys showed "clinically meaningful and durable efficacy across all key motor function measures." All the patients, who have Duchenne muscular dystrophy, were able to walk, while the control group showed expected declines in function. Bank of Hawaii — The Honolulu-based regional bank moved rose nearly 3% after posting fourth-quarter earnings of $1.39 per share, topping the FactSet consensus estimate of $1.26 a share. Bank of Hawaii's net interest income of $145.4 million also beat the $141.9 million expected by analysts. CVR Energy — The Texas-based refiner and marketer slumped 8% after reporting preliminary fourth-quarter adjusted EBITDA of $78-102 million against analysts' consensus $96.5 million, according to FactSet data. Allied Gold — The gold miner climbed more than 4% after agreeing to be acquired by Hong Kong-based Zijin Gold for C$5.5 billion in cash. The deal is expected to close by ...
Calls To Nuke Filibuster, Pass SAVE Act Intensify As Threat of Government Shutdown Increases Via American Greatness , Senate Majority Leader John Thune (R-SD) is facing increasing pressure to do away with the filibuster if Democrats seek to force a government shutdown over funding for the Department of Homeland Security (DHS). MSN reports that the odds of a government shutdown by January 31, jumpe...
Calls To Nuke Filibuster, Pass SAVE Act Intensify As Threat of Government Shutdown Increases Via American Greatness , Senate Majority Leader John Thune (R-SD) is facing increasing pressure to do away with the filibuster if Democrats seek to force a government shutdown over funding for the Department of Homeland Security (DHS). MSN reports that the odds of a government shutdown by January 31, jumped from 11.5% to 79% on Kalshi and from 9% to 80% on Polymarket. 🚨 Hey @LeaderJohnThune , NUKE THE FILIBUSTER and keep the government open. The ball is in your court! Play offense, not defense! https://t.co/tz88T8Mdue — Gunther Eagleman™ (@GuntherEagleman) January 25, 2026 Senate Minority Leader Chuck Schumer (D-NY), in a statement Saturday night said, “ Senate Democrats will not provide the votes to proceed to the appropriations bill if the DHS funding bill is included. ” Democratic lawmakers have chosen to double down on their opposition to the funding measure, following the fatal shooting of an anti-ICE protester in Minneapolis on Saturday. The funding bill has already been passed by the House but still lacks the 60 votes necessary to overcome the filibuster and to pass the measure in the U.S. Senate, where Republicans hold a 53-47 majority. The approaching deadline has prompted numerous calls from GOP colleagues to Senate Majority Leader Thune to nuke the filibuster rule, particularly on appropriations bills, and to fund ICE immediately. In the meantime, House Republicans are strategizing how they can turn the stalemate to their advantage , should Senate Democrats successfully reject the House appropriations. Rep. Anna Paulina Luna (R-FL) has indicated that, should those appropriations bills come back to the House, she and other Republican members of Congress will attach rules to the reworked bills that cannot be stripped from the legislation by Senate Democrats. This means that, in order to reopen the government, Democrats may be forced to vote on and pass the Safeguard...
Image source: The Motley Fool. Tuesday, Oct. 22, 2024 at 8:30 a.m. ET Call participants Chair and Chief Executive Officer — Mary Barra Executive Vice President and Chief Financial Officer — Paul Jacobson President, GM Financial — Daniel Berce Takeaways Revenue -- $49 billion, reflecting 10% year-over-year growth driven by higher volumes in both ICE and EV segments. -- $49 billion, reflecting 10% y...
Image source: The Motley Fool. Tuesday, Oct. 22, 2024 at 8:30 a.m. ET Call participants Chair and Chief Executive Officer — Mary Barra Executive Vice President and Chief Financial Officer — Paul Jacobson President, GM Financial — Daniel Berce Takeaways Revenue -- $49 billion, reflecting 10% year-over-year growth driven by higher volumes in both ICE and EV segments. -- $49 billion, reflecting 10% year-over-year growth driven by higher volumes in both ICE and EV segments. EBIT adjusted -- $4.1 billion, representing an 8.4% EBIT-adjusted margin and a $400 million benefit from timing impacts shifted from the fourth quarter. -- $4.1 billion, representing an 8.4% EBIT-adjusted margin and a $400 million benefit from timing impacts shifted from the fourth quarter. EPS diluted adjusted -- $2.96, up approximately 30% year over year. -- $2.96, up approximately 30% year over year. Adjusted automotive free cash flow -- $5.8 billion, up $900 million from the prior year, attributable to EBIT growth, lower capital expenditures, and higher working capital. -- $5.8 billion, up $900 million from the prior year, attributable to EBIT growth, lower capital expenditures, and higher working capital. North America EBIT adjusted -- $4 billion with a 9.7% margin, up $500 million year over year, aided by strong pricing and an EV valuation allowance benefit. -- $4 billion with a 9.7% margin, up $500 million year over year, aided by strong pricing and an EV valuation allowance benefit. U.S. incentives -- Approximately 2.4 percentage points below the industry average, widening the gap from the prior year's 1 percentage point differential. -- Approximately 2.4 percentage points below the industry average, widening the gap from the prior year's 1 percentage point differential. Pricing benefit -- $900 million increase year over year, with about half attributed to mid-size SUVs, especially Chevrolet Traverse; the remainder primarily from lapping earlier price adjustments on full-size SUVs and Corvett...
Boeing ( BA ) is set to post fourth quarter results on Tuesday, before markets close. Wall Street expects the Virginia-based company to post EPS of -$0.39 on revenue of $22.84 billion, implying a rise of nearly 50% during the quarter. The plane maker, in October, posted a wider-than-expected quarterly loss and confirmed another delay for its 777X widebody jet, which is now expected to reach custom...
Boeing ( BA ) is set to post fourth quarter results on Tuesday, before markets close. Wall Street expects the Virginia-based company to post EPS of -$0.39 on revenue of $22.84 billion, implying a rise of nearly 50% during the quarter. The plane maker, in October, posted a wider-than-expected quarterly loss and confirmed another delay for its 777X widebody jet, which is now expected to reach customers in 2027. However, analysts said the industrial and defense giant has made progress in stabilizing production on its 737 and 787 programs. UBS analysis that tracks Dreamlifter cargo flights as a leading indicator of aircraft assembly activity in January said Boeing’s 787 production appears to be gaining momentum after a seasonal holiday slowdown. Seeking Alpha analysts and Wall Street are bullish and rated the stock a Buy. “With the Spirit AeroSystems acquisition completed and production recovering, investor focus is expected to shift toward 777X certification and the pace of free cash flow improvement over the next several years,” said Susquehanna, adding that U.S. aerospace and defense companies are entering the fourth quarter earnings season with favorable fundamentals across commercial aviation, defense, and aftermarket services. Despite the improvement, Seeking Alpha’s Quant ratings consider the stock a Hold. “BA’s defense and services segments show margin improvement and stability, yet commercial aircraft remains a significant risk due to execution challenges and contract legacy issues,” argued Seeking Alpha analyst Kenio Fontes. Over the last two years, Boeing has beaten both revenue and EPS estimates 50% of the time. Over the last three months, EPS estimates have seen one upward revision , compared to15 downward revisions, while revenue estimates have been revised upwards eight times versus12 downward moves. The stock has grown over 26% last year, outperforming the nearly 17% rise in the broader S&P 500 Index. More on Boeing Boeing Earnings Preview: Expectations ...
New York’s massive public pension fund quietly doubled down on a controversial tech company, and now a growing group of New Yorkers wants answers. Democratic comptroller candidate Raj Goyle announced a petition Monday calling on State Comptroller Tom DiNapoli to divest the New York State Common Retirement Fund from Palantir Technologies, a company whose software plays a central role in federal imm...
New York’s massive public pension fund quietly doubled down on a controversial tech company, and now a growing group of New Yorkers wants answers. Democratic comptroller candidate Raj Goyle announced a petition Monday calling on State Comptroller Tom DiNapoli to divest the New York State Common Retirement Fund from Palantir Technologies, a company whose software plays a central role in federal immigration enforcement. The fund, which DiNapoli oversees, more than doubled its Palantir holdings in a six-month span during 2025. The increase pushed Palantir into the fund’s top 25 actively managed positions, according to public records cited in the release. Investment surge draws scrutiny The campaign says the pension fund held about 1.08 million shares of Palantir on March 31, valued at roughly $180 million. By Sept. 30, holdings had grown to about 2.4 million shares worth more than $430 million. Goyle said the sharp increase reflects active, discretionary decisions by the comptroller’s office, not a passive market shift. He also criticized DiNapoli for failing to publicly explain the move. “Tom DiNapoli is playing a dangerous double game with our community,” Goyle said. “While he is behind a screen on social media condemning ICE, his investment team is writing half-billion-dollar checks to the company that builds the tools for Trump’s deportation raids.” Ties to immigration enforcement Palantir builds data analytics software used by U.S. Immigration and Customs Enforcement to collect and analyze personal data tied to surveillance, detention, and deportation operations. Civil rights and immigrant advocacy groups have criticized that role for years, according to the release. The statement also notes that Palantir co-founder Peter Thiel has backed right-wing political causes and supported former President Donald Trump and Vice President J.D. Vance. Akshar Patel, an adjunct professor at Hunter College and South Asian community organizer, called the investment a “profound be...
The dollar index (DXY00) today fell to a new 4-month low and is down -0.61%. The dollar is being undercut by speculation that the US might coordinate FX intervention with Japan to boost the yen, which would dovetail with Mr. Trump's apparent view that a weak dollar is good for the US as a stimulus to US exports. US authorities reportedly contacted market participants last Friday to check dollar/ye...
The dollar index (DXY00) today fell to a new 4-month low and is down -0.61%. The dollar is being undercut by speculation that the US might coordinate FX intervention with Japan to boost the yen, which would dovetail with Mr. Trump's apparent view that a weak dollar is good for the US as a stimulus to US exports. US authorities reportedly contacted market participants last Friday to check dollar/yen prices, a possible precursor to intervention. Join 200K+ Subscribers: The dollar is also being undercut as foreign investors pull capital from the US due to political risks. The markets remain nervous about Greenland, even though Mr. Trump said last Wednesday that there was a framework agreement for increased US access to Greenland and that he would not invade Greenland by military force. The dollar is also lower on US political uncertainty after President Trump on Saturday threatened 100% tariffs on US imports from Canada if Canada signs a trade agreement with China. Canada is seeking other trade partners amid President Trump's liberal use of tariffs during this second administration. The risk of another partial US government shutdown is also weighing on the dollar. Senate Democrats threatened to block a government funding deal over Department of Homeland Security/ICE funding after the ICE shooting of an ICU nurse in Minnesota on Saturday. There could be a partial government shutdown when the current stopgap funding measure expires this Friday. The dollar has some underlying support from today's US durable goods report, which was mildly stronger than expected. US durable goods orders rose +5.3% m/m, stronger than market expectations of +4.0% and more than reversing Oct's revised -2.1% decline. Nov durable goods orders ex-transportation rose +0.5% m/m, stronger than expectations of +0.3%. Nov capital goods orders ex defense and aircraft, a proxy for capital goods spending, rose +0.7% m/m, stronger than market expectations of +0.3%. The markets are discounting the odds at ...
gettinthere/iStock via Getty Images When talking about a leveraged solution to participate, with very short horizons, in the strong-momentum Aerospace & Defense market, I think of Direxion Daily Aerospace & Defense Bull 3X Shares Direxion Daily Aerospace ETF ( DFEN ). It positions itself as a precise daily leveraged replication alternative of the underlying and fairly liquid (average daily volume ...
gettinthere/iStock via Getty Images When talking about a leveraged solution to participate, with very short horizons, in the strong-momentum Aerospace & Defense market, I think of Direxion Daily Aerospace & Defense Bull 3X Shares Direxion Daily Aerospace ETF ( DFEN ). It positions itself as a precise daily leveraged replication alternative of the underlying and fairly liquid (average daily volume 3 million of 237.70K). DFEN liquidity grade (Seeking Alpha) Intro and Definition DFEN is a daily 3x leveraged long ETF with an AUM of $504.53 million offered by Direxion. This means that the fund sets a daily target +300% of the daily performance of the reference index, which in this case is the Dow Jones U.S. Select Aerospace & Defense Index . DFEN: profile (Seeking Alpha) Like other leveraged ETFs, the expense ratio is above average, at 0.95%, to which is added an average bid/ask spread of 0.23%. It is useless here to talk about turnover or tracking error (indirect costs), considering that the fund replicates on a daily basis and with leverage. DFEN: expense grade (Seeking Alpha) A distracting element worth reflecting on is the size of the yield, equal to 6.82% according to SA. Looking at it is distracting because the fund is designed with the objective of daily replication; it will not have much impact on the final performance for those who use the fund with intraday exposures, and the yield derives precisely from this mechanism. DFEN: Dividend Yield (Seeking Alpha) What Does DFEN Do? The ETF therefore replicates 3x the performance of an index concentrated in companies in the defense and military segment , civil aeronautics, and components. Going more into detail on the index, it is a Market-cap weighted structure based on market capitalization and free-float. The result is an exposure practically centered on Aerospace & Defense (~98.6%). In this sense, it can be viewed here on SA from the performance of the iShares U.S. Aerospace & Defense ETF ( ITA ), which uses it as ...