A Nasa crew of four astronauts will fly by the moon on Monday at the closest distance they will get to the lunar surface during their mission and the nearest any human has got to the moon in more than 50 years. The historic moment is set to occur just after 7pm New York time on Monday, part of a several hours-long fly-by where the astronauts will snap images of the moon’s far side – a vantage that...
A Nasa crew of four astronauts will fly by the moon on Monday at the closest distance they will get to the lunar surface during their mission and the nearest any human has got to the moon in more than 50 years. The historic moment is set to occur just after 7pm New York time on Monday, part of a several hours-long fly-by where the astronauts will snap images of the moon’s far side – a vantage that is never seen from Earth. The close approach is the pinnacle moment of Nasa’s Artemis II mission,...
Eli Lilly (NYSE:LLY) has built one of the most remarkable growth stories in modern pharmaceutical history through its GLP-1 franchises. Mounjaro and Zepbound conquered the weight-loss market, giving Lilly roughly a 60% share of the weight-loss opportunity, a dominance that pushed full-year 2025 revenue to $65.18 billion, up 44.7% year-over-year. Shares have pulled back 12.8% ... Eli Lilly’s Path t...
Eli Lilly (NYSE:LLY) has built one of the most remarkable growth stories in modern pharmaceutical history through its GLP-1 franchises. Mounjaro and Zepbound conquered the weight-loss market, giving Lilly roughly a 60% share of the weight-loss opportunity, a dominance that pushed full-year 2025 revenue to $65.18 billion, up 44.7% year-over-year. Shares have pulled back 12.8% ... Eli Lilly’s Path to $1 Trillion Runs Directly Through the AI Boom
The 37-year-old will be eligible for England duty again Flanker will ‘never forget’ his ‘adventure’ at French club The former England captain Courtney Lawes is returning to the Prem at the end of the season after two years at French club Brive. The 37-year-old retired from international rugby after the 2023 Rugby World Cup and made the move to France after winning the 2023-24 Premiership title wit...
The 37-year-old will be eligible for England duty again Flanker will ‘never forget’ his ‘adventure’ at French club The former England captain Courtney Lawes is returning to the Prem at the end of the season after two years at French club Brive. The 37-year-old retired from international rugby after the 2023 Rugby World Cup and made the move to France after winning the 2023-24 Premiership title with Northampton Saints. Continue reading...
The U.S. Treasury chose BNY ( BK ) as the financial agent of the U.S. government to help implement the new Trump accounts program, the Treasury Department said on Monday. Under this designation, BNY ( BK ) will manage the initial accounts and help develop the new Trump Accounts app — a secure, user-friendly platform that will enable families to easily access and manage their accounts. BNY partnere...
The U.S. Treasury chose BNY ( BK ) as the financial agent of the U.S. government to help implement the new Trump accounts program, the Treasury Department said on Monday. Under this designation, BNY ( BK ) will manage the initial accounts and help develop the new Trump Accounts app — a secure, user-friendly platform that will enable families to easily access and manage their accounts. BNY partnered with Robinhood Markets ( HOOD ), which will serve as brokerage and initial trustee for the accounts. In January, the Wall Street Journal reported that Robinhood was preparing for a trustee role as the government considered tapping the fintech to help oversee the new accounts. Meanwhile, The National Design Studio and Robinhood are working on the user interface for the Trump Accounts app. The Treasury will keep control over the app and operations for the initial accounts, it said. Under the program, the U.S. government will give a $1,000 government-funded index fund account to American children born between Jan. 1, 2025, and Dec. 31, 2028, as part of the "One Big, Beautiful Bill," signed by President Donald Trump on July 4, 2025. It's essentially a tax-advantaged IRA designed for children. BNY ( BK ) stock rose 0.9%, and Robinhood ( HOOD ) stock gained 0.5% in Monday morning trading. Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on Bank of New York Mellon, Robinhood Markets Robinhood: World-Class Entry Point (Rating Upgrade) Robinhood: A New Bull Cycle Is Forming (Rating Upgrade) Coinbase Vs. Robinhood: The Arbitrage Case For Selling COIN In Favor Of HOOD Cboe Global and CME Group lead S&P 500 industrials movers in Q1 Elon Musk denies excluding Robinhood, SoFi from SpaceX IPO
Robert Way Nvidia's ( NVDA ) share of chip-on-a-wafer substrate supply is still secured, KeyBanc Capital Markets said after a recent trip to Asia. However, there may be a delay in its upcoming Rubin GPU line due to memory. “NVDA’s supply of CoWoS in 2026 remains unchanged at 650K (+76%) interposers, likely due to a slight delay in Rubin, while NVDA has secured CoWoS supply in 2027 of 840K (+29%),”...
Robert Way Nvidia's ( NVDA ) share of chip-on-a-wafer substrate supply is still secured, KeyBanc Capital Markets said after a recent trip to Asia. However, there may be a delay in its upcoming Rubin GPU line due to memory. “NVDA’s supply of CoWoS in 2026 remains unchanged at 650K (+76%) interposers, likely due to a slight delay in Rubin, while NVDA has secured CoWoS supply in 2027 of 840K (+29%),” analyst John Vinh wrote in a note to clients. “We estimate that this CoWoS supply in 2026 should support 5.5M-6M Blackwell GPUs, 1.5M Rubin, and 1M Hopper GPUs.” Vinh added that the ramp-up in the Rubin GPU line is likely due to issues related to qualifying the next version of high bandwidth memory, known as HBM4. “We believe NVDA is targeting production of 1.5M Rubin GPUs, down from 2M originally as a result of this delay,” Vinh added. As such, Vinh said he sees a “slight” negative for Nvidia related to the high-bandwidth memory issues and cut his estimates for Vera Rubin racks to 6,000, down from a prior view of 12,000 to 14,000. He still has an Overweight rating and a $275 price target on Nvidia. More on Nvidia Is NVIDIA 2026 A Better Value Than 'Liberation Day' 2025? Nvidia And Marvell: A Match Made In Heaven Nvidia Stock Prediction: The Path To A $20 Trillion Market Cap Is Strengthening Nvidia's H100 GPU rental prices surge nearly 40% in 6 months: SemiAnalysis Nvidia, Marvell deal all about NVLink Fusion, Wedbush says
tupungato/iStock Editorial via Getty Images Over the past 6 months, Microsoft ( MSFT ) lost nearly $800 billion in market cap. I was bullish, but surely enough, short-term catalysts didn't play out as I had expected. But did it change my long-term thesis? No, not really. Yes, the stock dropped to a multi-year low valuation, but that seems like a rare opportunity in my honest opinion. MSFT: Stock D...
tupungato/iStock Editorial via Getty Images Over the past 6 months, Microsoft ( MSFT ) lost nearly $800 billion in market cap. I was bullish, but surely enough, short-term catalysts didn't play out as I had expected. But did it change my long-term thesis? No, not really. Yes, the stock dropped to a multi-year low valuation, but that seems like a rare opportunity in my honest opinion. MSFT: Stock Declined By 25% Since My Last Article (Seeking Alpha) I maintained my rating as a Strong Buy despite the sell-off. And here are arguments for my bullish thesis. Bearish Narrative Around AI Disruption Feels Overdone For many years the market loved software and technology companies because they were asset light and operated at high margins. Now with the capex spending in place investors feel concerned. This arises not only from somewhat irrational spending estimates, but I also think the market tries to price in the risk of AI replacing some of the software companies. It's fascinating seeing expanded tech-software ETF ( IGV ) dropping 31% over the past 6 months. Does it make much sense? I am not sure about that. Of course, the threat tied to AI capabilities should not be minimized in my opinion. Anthropic and OpenAI remain at the forefront of agentic revolution, but I also feel that the market may be too early pricing in a huge AI takeover. The software companies, such as ServiceNow ( NOW ), have been operating for years and have long-term relationships with businesses. They reported an all-time high of customers with above $5 million in annual contract value . What does it tell me? That software businesses are sticky and it's not an overnight process to replace them with AI. Sure, threat is real, multiples were elevated and I think they needed to contract from significant levels, but at the moment it feels like the market may have run ahead of AI scare. And I think this reduced risk appetite and slightly pressured sentiment around mega cap names. MSFT: Accelerated IGV Sell-Of...
tupungato/iStock Editorial via Getty Images Over the past 6 months, Microsoft ( MSFT ) lost nearly $800 billion in market cap. I was bullish, but surely enough, short-term catalysts didn't play out as I had expected. But did it change my long-term thesis? No, not really. Yes, the stock dropped to a multi-year low valuation, but that seems like a rare opportunity in my honest opinion. MSFT: Stock D...
tupungato/iStock Editorial via Getty Images Over the past 6 months, Microsoft ( MSFT ) lost nearly $800 billion in market cap. I was bullish, but surely enough, short-term catalysts didn't play out as I had expected. But did it change my long-term thesis? No, not really. Yes, the stock dropped to a multi-year low valuation, but that seems like a rare opportunity in my honest opinion. MSFT: Stock Declined By 25% Since My Last Article (Seeking Alpha) I maintained my rating as a Strong Buy despite the sell-off. And here are arguments for my bullish thesis. Bearish Narrative Around AI Disruption Feels Overdone For many years the market loved software and technology companies because they were asset-light and operated at high margins. Now with the capex spending in place, investors feel concerned. This arises not only from somewhat irrational spending estimates, but I also think the market tries to price in the risk of AI replacing some of the software companies. It's fascinating seeing the expanded tech-software ETF ( IGV ) dropping 31% over the past 6 months. Does it make much sense? I am not sure about that. Of course, the threat tied to AI capabilities should not be minimized in my opinion. Anthropic and OpenAI remain at the forefront of the agentic revolution, but I also feel that the market may be too early in pricing in a huge AI takeover. The software companies, such as ServiceNow ( NOW ), have been operating for years and have long-term relationships with businesses. They reported an all-time high of customers with above $5 million in annual contract value . What does it tell me? That software businesses are sticky and it's not an overnight process to replace them with AI. Sure, the threat is real; multiples were elevated, and I think they needed to contract from significant levels, but at the moment it feels like the market may have run ahead of the AI scare. And I think this reduced risk appetite and slightly pressured sentiment around mega-cap names. MSFT: Ac...
When Binance pleaded guilty to US sanctions and anti-money-laundering violations in late 2023, rebuilding its compliance operation was key to the deal. The exchange had earlier that year hired Noah Perlman, a former assistant US attorney, as chief compliance officer, to lead teams handling sanctions enforcement, financial crime monitoring and investigations. Three years later, Perlman is looking t...
When Binance pleaded guilty to US sanctions and anti-money-laundering violations in late 2023, rebuilding its compliance operation was key to the deal. The exchange had earlier that year hired Noah Perlman, a former assistant US attorney, as chief compliance officer, to lead teams handling sanctions enforcement, financial crime monitoring and investigations. Three years later, Perlman is looking to leave sometime this year or next and has begun discussions with management about his departure, according to a person familiar with the matter who asked not to be named because the plans haven’t yet been made public. Binance said Perlman “has no exit date, no identified successor, and is fully committed to the work ahead.” The New York Times and Fortune reported earlier this year on Perlman’s conversations about departing. Other senior compliance staff have departed. Peter Van Logtenstein, who led a global investigations unit, and Inga Petrauskaitė, a financial crime investigations team lead, left in March according to LinkedIn. Erin Fracolli, global head of special investigations, departed in January. Jarek Jakubcek, head of intelligence and investigations in Asia Pacific, left in February. Alex Côté, who was global head of transaction monitoring and intelligence operations, departed last year. Van Logtenstein, Fracolli, Jakubcek and Côté didn’t respond to messages seeking comment. Petrauskaitė confirmed she was no longer with the company. An internal Binance organization chart reviewed by Bloomberg shows that the departures over the past few months included those handling sanctions, investigations and financial crime monitoring. Binance said the departures “reflect natural turnover and performance management.” The company said its commitment to compliance “remains fully intact” and that “reports from individual employees suggesting otherwise do not reflect the reality of our organization.” Iran Scrutiny Binance, the world’s biggest crypto exchange, faces scrutiny from l...