The Artemis II astronauts have already captured some incredible sights of the Earth and Moon during their journey. Now we can add a new visual to that list: a total solar eclipse as seen from deep space. It looks almost too perfect; the Moon has crisp, but uneven edges, while bright stars dot the area around it. Another photo shared by NASA shows the Earth, a portion of it cloaked in shadows, sett...
The Artemis II astronauts have already captured some incredible sights of the Earth and Moon during their journey. Now we can add a new visual to that list: a total solar eclipse as seen from deep space. It looks almost too perfect; the Moon has crisp, but uneven edges, while bright stars dot the area around it. Another photo shared by NASA shows the Earth, a portion of it cloaked in shadows, setting beyond the Moon. It's meant to resemble the "earthrise" image captured by the astronauts on the Apollo 8 mission nearly six decades ago. The four-member crew witnessed the eclipse while beyond the Moon, creating a vastly different visual expe … Read the full story at The Verge.
Investors are increasingly focused on the timing of a potential ceasefire between the United States and Iran, as geopolitical tensions intensify and carry significant implications for global markets. Prediction market data from Polymarket suggests that expectations for de-escalation are skewed toward later in the year, rather than an imminent resolution. The cautious outlook follows a sharp escala...
Investors are increasingly focused on the timing of a potential ceasefire between the United States and Iran, as geopolitical tensions intensify and carry significant implications for global markets. Prediction market data from Polymarket suggests that expectations for de-escalation are skewed toward later in the year, rather than an imminent resolution. The cautious outlook follows a sharp escalation in rhetoric, after President Donald Trump issued an ultimatum giving Iran until 8 p.m. Eastern Tuesday to reopen the Strait of Hormuz. He warned that failure to comply could result in U.S. strikes on critical infrastructure. For investors, the evolving situation underscores persistent uncertainty around energy markets, inflation, and global risk sentiment, with timing now a critical variable. When asked when there will be a ceasefire between the U.S. and Iran, Polymarket traders suggest the following: By April 7 — 4% chance. By April 15 — 17% chance. By April 30 — 29% chance. By May 15 — 41% chance. By May 31 — 45% chance. By June 30 — 55% chance. By December 31 — 74% chance. Market Tracking ETFs: ( DIA ), ( DDM ), ( DOG ), ( DXD ), ( SDOW ), ( SPY ), ( VOO ), ( IVV ), ( RSP ), ( SSO ), ( UPRO ), ( SH ), ( SDS ), ( SPXU ), ( QQQ ), ( QQQM ), ( TQQQ ), ( QID ), and ( SQQQ ). More on markets Cantor Fitzgerald calls the market pullback a buying opportunity despite Middle East risks From oil surge to economic slowdown: SA analysts see recession risks rising 15 dividend stocks to watch as the Middle East conflict continues Prediction markets signal a prolonged Middle East conflict as oil risks mount Apollo breaks down gold’s surge and sudden pullback
Sundry Photography/iStock Editorial via Getty Images Investor concerns about artificial intelligence spending from Alphabet ( GOOG ) ( GOOGL ) and Amazon ( AMZN ) appear to be “overdone,” investment firm BNP Paribas said. When looking at several metrics, such as backlog-to-capex, or revenue per employee, the two tech giants are not over-investing, but offering up rational spending forecasts for th...
Sundry Photography/iStock Editorial via Getty Images Investor concerns about artificial intelligence spending from Alphabet ( GOOG ) ( GOOGL ) and Amazon ( AMZN ) appear to be “overdone,” investment firm BNP Paribas said. When looking at several metrics, such as backlog-to-capex, or revenue per employee, the two tech giants are not over-investing, but offering up rational spending forecasts for the AI era. “Investment levels at GOOGL and AMZN remain elevated as the AI race continues to unfold,” BNP Paribas analyst Nick Jones wrote in a note to clients. “And, as capex climbs, so do overspending fears. In comparing power demand (backlog) to power needs (capital expenditures), the picture looks more balanced to us. At the same time, revenue per employee continues to trend higher, suggesting improving productivity, as physical workers are substituted with digital workers.” “Based on backlog-to-capex dynamics and improving revenue per employee, we believe current investment levels are both appropriate and necessary given demand levels and the size of the future opportunity,” Jones added. Jones has a $390 price target on Alphabet and a $320 price target on Amazon. Alphabet said in February that it expects to spend between $175B and $185B in capex this year, largely due to AI. That same week, Amazon forecast it would spend up to $200B in 2026, with much of it going towards AI. Shares of Alphabet and Amazon were lower in early morning trading on Tuesday. More on Alphabet and Amazon Nobody Believed In Alphabet: In 2026, It Faces Its Biggest Test Alphabet: Why Strong Money Likes It At 27x P/E Alphabet: Still Not Too Late To Jump On The 16%+ Growth Train Waymo starts autonomous ride-hailing service in Nashville Broadcom gains after signing long-term deal with Google to develop AI chips
Sundry Photography/iStock Editorial via Getty Images Investor concerns about artificial intelligence spending from Alphabet ( GOOG ) ( GOOGL ) and Amazon ( AMZN ) appear to be “overdone,” investment firm BNP Paribas said. When looking at several metrics, such as backlog-to-capex, or revenue per employee, the two tech giants are not over-investing, but offering up rational spending forecasts for th...
Sundry Photography/iStock Editorial via Getty Images Investor concerns about artificial intelligence spending from Alphabet ( GOOG ) ( GOOGL ) and Amazon ( AMZN ) appear to be “overdone,” investment firm BNP Paribas said. When looking at several metrics, such as backlog-to-capex, or revenue per employee, the two tech giants are not over-investing, but offering up rational spending forecasts for the AI era. “Investment levels at GOOGL and AMZN remain elevated as the AI race continues to unfold,” BNP Paribas analyst Nick Jones wrote in a note to clients. “And, as capex climbs, so do overspending fears. In comparing power demand (backlog) to power needs (capital expenditures), the picture looks more balanced to us. At the same time, revenue per employee continues to trend higher, suggesting improving productivity, as physical workers are substituted with digital workers.” “Based on backlog-to-capex dynamics and improving revenue per employee, we believe current investment levels are both appropriate and necessary given demand levels and the size of the future opportunity,” Jones added. Jones has a $390 price target on Alphabet and a $320 price target on Amazon. Alphabet said in February that it expects to spend between $175B and $185B in capex this year, largely due to AI. That same week, Amazon forecast it would spend up to $200B in 2026, with much of it going towards AI. Shares of Alphabet and Amazon were lower in early morning trading on Tuesday. More on Alphabet and Amazon Nobody Believed In Alphabet: In 2026, It Faces Its Biggest Test Alphabet: Why Strong Money Likes It At 27x P/E Alphabet: Still Not Too Late To Jump On The 16%+ Growth Train Waymo starts autonomous ride-hailing service in Nashville Broadcom gains after signing long-term deal with Google to develop AI chips
Muhammad Labib Adilah/iStock via Getty Images We're entering a new month carrying the same war. The past seven days have brought more painfully mixed signals from the Trump administration on when the war will end. Increasingly, this war has become about the Strait of Hormuz and when it’ll open. We saw some relief this Monday morning, in hopes of that happening sooner than expected. An oil tanker c...
Muhammad Labib Adilah/iStock via Getty Images We're entering a new month carrying the same war. The past seven days have brought more painfully mixed signals from the Trump administration on when the war will end. Increasingly, this war has become about the Strait of Hormuz and when it’ll open. We saw some relief this Monday morning, in hopes of that happening sooner than expected. An oil tanker carrying Iraqi crude passed through the Strait this Sunday after Iran exempted it from transit restrictions. The oil on its back is headed to Malaysia, making it one of the seven vessels cleared for transit. Iran has approved transit for vessels without U.S. or Israeli ties. The Iraqi tanker is not the only one to make it through; according to Reuters’ Sunday report , over the past couple of days, “three Omani-operated tankers, a French-owned container ship and a Japanese-owned gas carrier have crossed the strait.” Control of the Strait is the real leverage, at least for now, and President Trump’s posts over the long weekend confirm, in our opinion, that very fact. We’ve seen the deadline for the president’s ultimatum for Iran to either open the Strait or see its infrastructure "obliterated" extended more times than inspires confidence. Part of why the extensions look odd is that the delays are supposedly based on progress in negotiations, even as Iranian officials deny any talks. Markets were moving in line with Trump’s Truth Social posts for most of March, but what is becoming more apparent is that the positive momentum in response to each post is losing steam compared to the earlier days of the war. The market is waking up to the fact that this is not a year-ago April, meaning this is not an internal affair that Trump can fix independently; instead, there is an entirely other entity involved, and it takes two to tango, especially in matters of war and peace. The latest deadline set forth is for Iran to open the Strait by 8:00 PM ET on Tuesday, April 7th, or face the conse...
Attacks on Iran increase and Israel tells Iranians to avoid train travel as deadline to reopen strait of Hormuz looms Middle East crisis – live updates Donald Trump warned that “a whole civilization will die tonight” if Tehran does not accept his demands, amid a wave of bombing as Israel told Iranians their lives would be at risk if they used the country’s railways. A rail bridge in the central Ir...
Attacks on Iran increase and Israel tells Iranians to avoid train travel as deadline to reopen strait of Hormuz looms Middle East crisis – live updates Donald Trump warned that “a whole civilization will die tonight” if Tehran does not accept his demands, amid a wave of bombing as Israel told Iranians their lives would be at risk if they used the country’s railways. A rail bridge in the central Iranian city of Kashan was one of the first reported bombed on Tuesday by Iranian state media, with two people reportedly killed as Israel’s military said it had launched “a wide-scale wave of strikes targeting dozens of infrastructure sites”. Continue reading...
Rafael_Wiedenmeier/iStock Unreleased via Getty Images When reading this article, you’ll see that when I reference financial numbers, I primarily do so in the reported currency of the company, which is Danish Kroner (DKK). Please note, that 1 USD exchanges for roughly 6.5 DKK. Investment Thesis Carlsberg A/S ( CABGY ) won’t be a household name for many readers on this site, as it’s a Danish company...
Rafael_Wiedenmeier/iStock Unreleased via Getty Images When reading this article, you’ll see that when I reference financial numbers, I primarily do so in the reported currency of the company, which is Danish Kroner (DKK). Please note, that 1 USD exchanges for roughly 6.5 DKK. Investment Thesis Carlsberg A/S ( CABGY ) won’t be a household name for many readers on this site, as it’s a Danish company with a portfolio of products that, while they are available in the U.S, are primarily available on the European continent as well as Asia. The thesis surrounding Carlsberg, is to present an opportunity for investing in a consumer staple during these very turbulent times. It’s a $17.4 billion market cap company with a revenue of $14 billion, EBITDA of $2.7 billion and FCF margin just above 10%. Despite being labelled as a consumer staple, its earnings are somewhat volatile when observed over a multiyear period, but the FCF margin appears to have a midpoint of roughly 10%, sometimes a few percentages higher or lower. The investment thesis centres around a mature company following a strategy of premiumization, the intent of elevating margins, while expected to grow its topline a bit faster than inflation (3.5-5% annually), with slightly better forecasted earnings growth from scale economies. Carlsberg has a been far cry from a market beating stock historically due to failed acquisitions and strategy, but as we all know, historical tendencies are a rear view mirror exercise and while I can’t comment on the leadership team twenty-five years ago, this one is spearheaded by Jacob Aarup-Andersen a former Goldman Sachs employee in London who became CFO in Denmark’s largest bank before becoming CEO of ISS A/S (ISSDY), a diversified support services company of a similar revenue base as Carlsberg. He then became CEO of Carlsberg in the autumn of 2023 with the stock having stayed at the same level more or less since he took over. Point is, as a former investment banker and CFO, he shou...
If you are wondering whether Meta Platforms at around US$573 per share still offers solid value, focusing on what the current price really reflects about the business is a useful place to start. The stock is up 6.8% over the last week. The 30 day and year to date returns of 11.1% decline and 11.9% decline sit alongside a 1 year gain of 11.3% and a 3 year return of 168.9%. Recent headlines have cen...
If you are wondering whether Meta Platforms at around US$573 per share still offers solid value, focusing on what the current price really reflects about the business is a useful place to start. The stock is up 6.8% over the last week. The 30 day and year to date returns of 11.1% decline and 11.9% decline sit alongside a 1 year gain of 11.3% and a 3 year return of 168.9%. Recent headlines have centered on Meta Platforms reshaping its product mix and investing heavily in areas such as AI,...
Richard Drury/DigitalVision via Getty Images Halozyme Therapeutics ( HALO ) announced on Tuesday that its subsidiary Halozyme Hypercon reached an exclusive licensing agreement with Vertex Pharmaceuticals ( VRTX ) to develop drugs based on its Hypercon drug delivery technology. Hypercon is a microparticle technology designed to allow at-home administration of drugs with a lower volume but at the sa...
Richard Drury/DigitalVision via Getty Images Halozyme Therapeutics ( HALO ) announced on Tuesday that its subsidiary Halozyme Hypercon reached an exclusive licensing agreement with Vertex Pharmaceuticals ( VRTX ) to develop drugs based on its Hypercon drug delivery technology. Hypercon is a microparticle technology designed to allow at-home administration of drugs with a lower volume but at the same dosage. As part of the global deal, Vertex ( VRTX ) has agreed to license Hypercon for use in up to three drug targets. In exchange, the cystic fibrosis drugmaker will offer $15M upfront to Halozyme ( HALO ) in addition to royalties on net sales when products based on the technology are commercialized. Halozyme ( HALO ), the developer of a well-established drug delivery technology called Enhanze, has previously licensed Hypercon to companies such as Janssen of J&J ( JNJ ) and Eli Lilly ( LLY ). More on Vertex Pharmaceuticals, Halozyme Therapeutics Vertex Pharmaceuticals: Label Expansions For ALYFTREK And TRIKAFTA Plus Strong Demand Vertex Pharmaceuticals Incorporated (VRTX) Presents at Barclays 28th Annual Global Healthcare Conference Transcript Halozyme Therapeutics, Inc. (HALO) Presents at The Citizens Life Sciences Conference 2026 Transcript Vertex Pharma wins FDA label expansion for cystic fibrosis therapies Vertex completes rolling BLA submission for povetacicept