Welcome to the Mideast Money newsletter , where we chronicle the intersection of money and power in a region that’s become one of the most influential in global finance. This week , let’s dive straight into the latest on the US-Israeli war on Iran. Markets are on edge over whether a breakthrough can be reached ahead of President Donald Trump’s latest deadline to Tehran. Axios reported that Pakista...
Welcome to the Mideast Money newsletter , where we chronicle the intersection of money and power in a region that’s become one of the most influential in global finance. This week , let’s dive straight into the latest on the US-Israeli war on Iran. Markets are on edge over whether a breakthrough can be reached ahead of President Donald Trump’s latest deadline to Tehran. Axios reported that Pakistan, Egypt and Turkey are pushing to secure a potential ceasefire — lasting about 45 days — to head off threatened US strikes on Iran’s energy infrastructure and retaliation by the Islamic Republic against countries in the region. Fighting continued, with Israel, Kuwait and the United Arab Emirates reporting Iranian attacks overnight into Monday. Israel struck Iran’s biggest petrochemical facility, which is responsible for 50% of the petrochemical production in the country. Also Read : Here’s a List of Gulf Energy Infrastructure Damaged in Iran War Trump on Sunday issued an expletive-laced threat to destroy Iran’s power plants and blow up “everything over there,” before announcing what appeared to be a new 8 p.m. Tuesday deadline, without offering details. The move adds to a series of extensions since he began issuing similar ultimatums on March 21 to force Iran to reopen the Strait of Hormuz. Meanwhile, traffic through the strategic waterway has climbed to its highest levels since the early days of the war. The strait saw 21 ships transit over the weekend as more energy-starved governments negotiate to extract vessels, cargoes and crews from the Persian Gulf, strengthening Tehran’s grip on the waterway. Also Read : Saudis Raise Asia Oil to Record Premium as War Upends Market Still, oil prices remained elevated. Brent crude is trading around $109 a barrel — up about 50% since the conflict began — while US gasoline prices have crossed the politically sensitive $4-per-gallon threshold for the first time since 2022, increasing pressure on the Trump administration. Related Covera...
National Healthcare Properties ( HLTC ) on Monday said in a preliminary prospectus filed with the SEC that it is offering class A shares in an initial public offering. The shares are expected to be listed on the Nasdaq Global Select Market under the ticker symbol NHP. Net proceeds are expected to be used to repay outstanding debt under HLTC's revolving credit facility, to fund external growth, and...
National Healthcare Properties ( HLTC ) on Monday said in a preliminary prospectus filed with the SEC that it is offering class A shares in an initial public offering. The shares are expected to be listed on the Nasdaq Global Select Market under the ticker symbol NHP. Net proceeds are expected to be used to repay outstanding debt under HLTC's revolving credit facility, to fund external growth, and for other general corporate purposes. The number of shares to be sold and the price range for the proposed offering are yet to be disclosed. More on National Healthcare Properties, Inc. National Healthcare Properties, Inc. 2025 Q4 - Results - Earnings Call Presentation National Healthcare Properties, Inc. (HLTC) Q4 2025 Earnings Call Prepared Remarks Transcript National Healthcare Properties announces draft registration statement for public stock offering Financial information for National Healthcare Properties, Inc.
The transaction includes intellectual property , customer-related assets and commercial operations, positioning the Company for the next stage of its strategy
The transaction includes intellectual property , customer-related assets and commercial operations, positioning the Company for the next stage of its strategy
Residential buildings in Nanjing, Jiangsu, on April 1, 2026. Photo: VCG For more than two decades, China’s real estate industry operated on a simple, perilous premise: high debt, high leverage, and rapid turnover. As long as property values climbed, underlying operational risks were masked. Today, that era is definitively over. As China begins implementing the recently released proposals for its 1...
Residential buildings in Nanjing, Jiangsu, on April 1, 2026. Photo: VCG For more than two decades, China’s real estate industry operated on a simple, perilous premise: high debt, high leverage, and rapid turnover. As long as property values climbed, underlying operational risks were masked. Today, that era is definitively over. As China begins implementing the recently released proposals for its 15th Five-Year Plan (2026-2030), the focus has shifted entirely to de-risking the sector and engineering a fundamentally new development model.
(RTTNews) - Apnimed, Inc., a pharmaceutical company, Monday announced that it has obtained a senior secured credit facility for up to $150 million with funds managed by HealthCare Royalty Partners, a subsidy of investment firm KKR & Co. Inc.
(RTTNews) - Apnimed, Inc., a pharmaceutical company, Monday announced that it has obtained a senior secured credit facility for up to $150 million with funds managed by HealthCare Royalty Partners, a subsidy of investment firm KKR & Co. Inc.
PM Images/DigitalVision via Getty Images My apologies, this is the first time in more than 5-years that a weekly article in this series was missed. I was in California on business and planned on writing the article on Sunday but had to change my flight and everything got out of whack. This will be a double article in some respects as I will discuss what has happened over the past 2-weeks. The geop...
PM Images/DigitalVision via Getty Images My apologies, this is the first time in more than 5-years that a weekly article in this series was missed. I was in California on business and planned on writing the article on Sunday but had to change my flight and everything got out of whack. This will be a double article in some respects as I will discuss what has happened over the past 2-weeks. The geopolitical conflict in Iran remains unresolved with ongoing military action taking place. Both WTI and Brent have crossed over the $100 level per barrel and everyone is speculating on when energy prices will subside. The S&P 500 looks to have bounced off their short-term lows but its still down -3.84% over the past month. Right now we in an interesting situation as the market is holding up relatively well compared to what the price action in many technology companies is telling us. We have earnings season around the corner, a Fed meeting and an incredibly important CPI print. I am watching everything very closely as I believe the consensus CPI number for April is going to tell us a lot about where the economy is headed. At the end of the day we are buying and selling shares of companies not the economy but if inflation looks like it's going to steadily increase into the 3-4% range it could impact any hope of rate cuts in 2026. I am not ready to make any predictions for the remainder of the year just yet but I am excited to buy high quality assets as the markets decline. After allocating $26,600 to the Dividend Harvesting Portfolio, the account balance finished week 266 at $36,046.10. The account's profitability increased (2.41%) to $9,446.10, which is a return on invested capital of 35.51%. Over the past two weeks I have added to the NEOS S&P 500 High Income ETF ( SPYI ), NEOS Nasdaq 100 High Income ETF ( QQQI ), and Starwood Property Trust ( STWD ). In week 266 the accounted generated $100.47 in dividend income. The combination of reinvesting the generated dividend income an...
Welcome to Weather Watch, our weekly newsletter on how the planet’s ever wilder weather patterns are impacting the global economy. Got feedback and forecasts? Write us at weatherteam@bloomberg.net. And sign up here if you’re not on the list already. India is set to bake this summer with a higher number of heat wave days expected, raising the risks of power shortages as the Iran war curtails crucia...
Welcome to Weather Watch, our weekly newsletter on how the planet’s ever wilder weather patterns are impacting the global economy. Got feedback and forecasts? Write us at weatherteam@bloomberg.net. And sign up here if you’re not on the list already. India is set to bake this summer with a higher number of heat wave days expected, raising the risks of power shortages as the Iran war curtails crucial energy supplies from the Middle East. Heat wave days are expected to increase in May and June following a relatively mild April, with roughly half the country poised to see above-normal maximum temperatures, according to the India Meteorological Department. That will drive up demand for cooling, and likely lead to higher consumption of coal following the disruption to liquefied natural gas shipments due to the war. Summer weather sets in across much of South and Southeast Asia earlier than the US and Europe, with temperatures typically spiking before monsoon rains sweep in. March was already warmer than normal in India, putting pressure on fuel supplies ahead of the country’s usual hotter months. Some US climate models see temperatures of up to 2C above normal enveloping much of India’s north in May, while the European Centre for Medium-Range Weather Forecasts predicts that most of the country has a 70% chance that temperatures will exceed the upper third of historical trends by June. Heat wave days — usually when the temperature is 4.5C or more above normal — typically peak in their duration and geographic scope in May and June, according to India’s weather bureau . To cope with the expected surge in power demand, authorities started talks with coal miners and the railway department last month to ensure adequate fuel supplies at power stations from April. India has an abundance of coal, but it relies heavily on LNG supplies from the Middle East. While the nation’s gas-fired fleet only makes up a small fraction of overall power supply, it plays a crucial role meeting dema...
“We’ve had some very bad allies in Nato,” US President Donald Trump said on Wednesday, warning Washington could walk away from the transatlantic alliance unless allies fall in line with his Iran policy. Nato Secretary General Mark Rutte plans to visit the United States soon to stabilise the alliance. The timing is stark: Trump’s latest threat comes as several European capitals have openly refused ...
“We’ve had some very bad allies in Nato,” US President Donald Trump said on Wednesday, warning Washington could walk away from the transatlantic alliance unless allies fall in line with his Iran policy. Nato Secretary General Mark Rutte plans to visit the United States soon to stabilise the alliance. The timing is stark: Trump’s latest threat comes as several European capitals have openly refused to back Washington’s campaign to unblock the Strait of Hormuz, with some blocking the US from using...
世界衞生組織已將肥伴列為「疾病」。根據香港肥胖醫學會資料，男性的脂肪含量應在大約12%至19%之間，女性則為大約25%至32%。若脂肪含量超出標準，就是肥胖。身體的脂肪含量既有性別上的差別，也會隨著年齡增長的變化。要診斷肥胖症，必須先知道身體中的脂肪含量。水中量重、皮脂厚度、磁力共振都可用於量度脂肪量，然而這些方法操作複雜，難作臨床應用。臨床上，我們可以用身體質量指數 （Body Mass Ind...
Applied Digital (NASDAQ: APLD) is the kind of AI growth story that can pull investors in fast. But the more bullish the story gets, the more this stock starts to look like a bet on near-perfect execution. Here's what long-term investors need to know before hitting "buy". Stock prices used were the market prices of March 30, 2026. The video was published on March 31, 2026. Continue reading
Applied Digital (NASDAQ: APLD) is the kind of AI growth story that can pull investors in fast. But the more bullish the story gets, the more this stock starts to look like a bet on near-perfect execution. Here's what long-term investors need to know before hitting "buy". Stock prices used were the market prices of March 30, 2026. The video was published on March 31, 2026. Continue reading
Futures Rise, Oil Drops On Report Of Ceasefire Push US stock futures rose, but were off session highs (and lows) and crude oil dipped as the bipolar market focused its attention on a report of a push to secure a potential ceasefire in the war in Iran, following a reversal in those exact same hopes late last week. As of 8:00am ET S&P 500 futures added 0.1% in light trading after the Easter holiday,...
Futures Rise, Oil Drops On Report Of Ceasefire Push US stock futures rose, but were off session highs (and lows) and crude oil dipped as the bipolar market focused its attention on a report of a push to secure a potential ceasefire in the war in Iran, following a reversal in those exact same hopes late last week. As of 8:00am ET S&P 500 futures added 0.1% in light trading after the Easter holiday, reversing an earlier loss of as much as 0.8%, but also off session highs. Nasdaq futures tose 0.4% with all Mag 7 stocks higher mostly higher. Several markets in Europe and Asia were still closed. WTI crude was traded near $110 a barrel, just off session lows, after it opened just shy of a post-wary high of $115. The dollar weakened. Ten-year Treasury yields held near 4.34%. Focus this week (outside of Iran): FOMC minutes on Wednesday, PCE Thursday, and CPI Friday. LEVI reports Tuesday night and DAL Weds morning. On the calendar for today: US ISM Services @ 10am (est 54.9, last 56.1), Trump to speak at news conference @ 1pm. In premarket trading, Mag 7 stocks are mostly higher (Tesla +1.4%, Meta +1.2%, Alphabet +0.9%, Microsoft +0.8%, Amazon +0.5%, Nvidia +0.5%, Apple +0.1%) Boot Barn (BOOT) gains 2.2% as Jefferies raised its recommendation on the apparel company to buy from hold as recent selloff presents an attractive re-entry point on the stock. Carvana (CVNA) falls 1.7% as BofA Global Research downgrades the online used-car retailer to neutral from buy citing recent macro and industry developments. Rocket Cos. (RKT) is up 2.3% after Barclays raised the recommendation to overweight from equal-weight following a recent share decline. Twilio (TWLO) gains 3.1% as Jefferies upgrades to buy from hold citing greater conviction in the role the firm will play in the voice AI tech stack. Tyson Foods (TSN) gains 1.8% as as Piper Sandler upgrades to overweight from neutral citing potential near-term catalysts in beef and chicken. In corporate news, Nvidia partner Hon Hai reported ...
What if the hottest AI trade isn’t the GPUs grabbing all the headlines, but the high-speed pipes that actually let those chips talk to each other? Although Nvidia (NASDAQ:NVDA) still garners attention because of the booming demand for its Blackwell and upcoming Vera Rubin chips, AI training clusters have scaled so fast that copper cables ... Forget Nvidia, These Are the 3 Best Stocks for Solving A...
What if the hottest AI trade isn’t the GPUs grabbing all the headlines, but the high-speed pipes that actually let those chips talk to each other? Although Nvidia (NASDAQ:NVDA) still garners attention because of the booming demand for its Blackwell and upcoming Vera Rubin chips, AI training clusters have scaled so fast that copper cables ... Forget Nvidia, These Are the 3 Best Stocks for Solving AI’s Bandwidth Bottleneck
Christopher Nolan has cemented his status as one of our most consistently original and thought-provoking directors. Over the last 25 years, Nolan has delivered film after film that deftly balances mainstream appeal with eye-popping visuals, inventive narrative structures and special effects, and existential and/or philosophical themes. And it all started with his big breakthrough film: Memento , w...
Christopher Nolan has cemented his status as one of our most consistently original and thought-provoking directors. Over the last 25 years, Nolan has delivered film after film that deftly balances mainstream appeal with eye-popping visuals, inventive narrative structures and special effects, and existential and/or philosophical themes. And it all started with his big breakthrough film: Memento , which marks the 25th anniversary this year of its US release. (Spoilers below, but we'll give you a heads up before the major reveals.) The origins of Memento are now the stuff of Hollywood legend. Nolan's brother, Jonathan, pitched him a story during a road trip about a man with anterograde amnesia who can't form new lasting memories and yet is intent on tracking down and killing the man who raped and killed his wife. Nolan liked the idea, and Jonathan sent him a draft a few months later. (That draft would eventually become Jonathan's short story, " Memento Mori ," published after the film's release.) Read full article Comments
Arsenii Palivoda AppLovin's ( APP ) presence in mobile advertising is still exceptionally strong, based on the prowess of its MAX, Adjust, and AXON platforms, Wedbush Securities said. However, there does appear to be rising competition, the investment firm added. “AppLovin commands the largest share of mobile gaming ad spend by a wide margin, and its walled garden — built on MAX, Adjust, and AXON ...
Arsenii Palivoda AppLovin's ( APP ) presence in mobile advertising is still exceptionally strong, based on the prowess of its MAX, Adjust, and AXON platforms, Wedbush Securities said. However, there does appear to be rising competition, the investment firm added. “AppLovin commands the largest share of mobile gaming ad spend by a wide margin, and its walled garden — built on MAX, Adjust, and AXON — remains the strongest in the ecosystem,” analyst Alicia Reese wrote in a note to clients. “That said, our expert noted a few dynamics worth monitoring: Meta is reclaiming some iOS share of voice after years of post-ATT decline. While individual studio spend with AppLovin is moderating as pricing rises, AppLovin's overall footprint continues to expand as it onboards more partners, suggesting the growth engine could shift from deepening wallet share to greater breadth of relationships.” Delving deeper, Reese said the underlying architectures of AppLovin's AXON and Unity's ( U ) Vector are “fundamentally similar,” but the difference comes in first-party data. “Unity's upcoming Runtime integration — which would pipe in granular, game-level telemetry including session behavior, churn points, and ad disruption data — is the most important catalyst for closing the gap,” Reese added. “Unity should begin ingesting some of this data into models this year.” Additionally, Unity is attempting to turn itself around with new management, and it appears to be making some headway on that front, Reese added. “The decision to deprecate ironSource signaled internal confidence rather than desperation,” Reese wrote. “The organizational shift to a less-is-more philosophy is freeing resources for the core ad network. Our expert's view was that if Unity's one-stop-shop vision (engine + monetization + Runtime data) comes together, the company has 'as big an opportunity as anyone.'” Reese also pointed to Meta Platforms ( META ) as a competitor in gaming, as its iOS share of voice in gaming has climb...
Hammersmith Apollo, London The sitcom star and Taskmaster stalwart is on commanding form as she embarks on Older Than Jesus, her first – and deeply daft – standup tour That staple realisation of early midlife, that one has now lived longer than Jesus did, usually hits around aged 33. Aisling Bea is 42, and only just getting round to performing Older Than Jesus – a show, or at least a title, you su...
Hammersmith Apollo, London The sitcom star and Taskmaster stalwart is on commanding form as she embarks on Older Than Jesus, her first – and deeply daft – standup tour That staple realisation of early midlife, that one has now lived longer than Jesus did, usually hits around aged 33. Aisling Bea is 42, and only just getting round to performing Older Than Jesus – a show, or at least a title, you suspect may have been long in the planning. Fair enough: what with hit sitcoms here and a Taskmaster stint there, the County Kildare import has only now embarked on her first standup tour. But there’s nothing rookie about the 75 minutes offered up here: Bea is on commanding and fun-loving form with a set assembling the thoughts prompted by (and sometimes even related to) her recent “accidental pregnancy” and becoming a mum. Lest that suggest maturity on the show’s part, let me cheerfully note that Bea comes across as unreconstructedly daft and self-involved as ever. Whether she’s recalling a childhood fashioning DIY Dairylea spreadables with secondhand “bodies of Christ”, acting out at the wrap party for a duff Take That movie, or moonlighting as a dad at her sister’s antenatal class, the keynote is always cartoon egotism and a keen sense of her own ridiculousness. Putting her back out when performing a “slut drop”, or later curating the playlist to her own C-section, we’re invited to savour the contrast between the glamourpuss Bea of her own fervent imagination, and the less Insta-friendly reality. Continue reading...
shaunl/E+ via Getty Images Valaris ( VAL ) and Halliburton ( HAL ) said Monday they entered into a strategic collaboration agreement with Malaysia's oil and gas company Petronas to support the development of Suriname's offshore assets. The collaboration combines Valaris' ( VAL ) offshore drilling expertise and high-specification global fleet, Petronas' project stewardship and basin knowledge, and ...
shaunl/E+ via Getty Images Valaris ( VAL ) and Halliburton ( HAL ) said Monday they entered into a strategic collaboration agreement with Malaysia's oil and gas company Petronas to support the development of Suriname's offshore assets. The collaboration combines Valaris' ( VAL ) offshore drilling expertise and high-specification global fleet, Petronas' project stewardship and basin knowledge, and Halliburton's ( HAL ) subsurface, well construction, and digital solutions. Suriname is part of the Guyana-Suriname Basin , which continues to see strong exploration success and development activity and offers long-term opportunities for operators and service providers. S eparately, Valaris ( VAL ) said it was awarded a 1,064-day contract extension with Petrobras ( PBR ) offshore Brazil for the Valaris DS-4 drillship beginning November 2027 in direct continuation of the existing program, adding ~$447M to contract backlog. More on Valaris and Halliburton Transocean And Valaris Are Making A Great Move By Joining Forces Transocean: Valaris Acquisition Is A Major Positive, But Valuation Limits Upside Halliburton: Higher Oil, Higher Estimates Likely To Come
Micron, Seagate, Ciena, and Ubiquiti are benefiting from the AI data center buildout. Here's what's driving each stock's growth and what investors should watch.
Micron, Seagate, Ciena, and Ubiquiti are benefiting from the AI data center buildout. Here's what's driving each stock's growth and what investors should watch.
Mobix Labs ( MOBX ) Monday said it has secured a $3.2 million order for technology used in airport body scanners deployed by the U.S. Transportation Security Administration. The company said the order brings total program activity to more than $6 million, with revenue expected to be recognized over the next three quarters and shipments scheduled through the end of 2026. Mobix Labs said its compone...
Mobix Labs ( MOBX ) Monday said it has secured a $3.2 million order for technology used in airport body scanners deployed by the U.S. Transportation Security Administration. The company said the order brings total program activity to more than $6 million, with revenue expected to be recognized over the next three quarters and shipments scheduled through the end of 2026. Mobix Labs said its components are used in full-body screening systems at major U.S. airports. MOBXW +20.94% premarket to $0.0999. Source: Press Release More on Mobix Labs Mobix Labs, Inc. (MOBX) Shareholder/Analyst Call Prepared Remarks Transcript Mobix Labs plummets 18%, announces 1-for-10 reverse split Mobix Labs stock dips after pricing $6M offering Financial information for Mobix Labs
FabrikaCr Starboard Value confirmed through SEC filings that it is still one of TripAdvisor's ( TRIP ) most influential shareholders. The latest flurry of filings indicated that the activist firm holds about a 9.4% stake, or 10,774,996 shares. The sizable stake has already resulted in TripAdvisor ( TRIP ) expanding its board and agreeing to add four Starboard-linked directors as part of a standsti...
FabrikaCr Starboard Value confirmed through SEC filings that it is still one of TripAdvisor's ( TRIP ) most influential shareholders. The latest flurry of filings indicated that the activist firm holds about a 9.4% stake, or 10,774,996 shares. The sizable stake has already resulted in TripAdvisor ( TRIP ) expanding its board and agreeing to add four Starboard-linked directors as part of a standstill agreement. Starboard's expectations for TripAdvisor ( TRIP ) are centered on faster execution, sharper portfolio focus, and better value creation. In addition, TripAdvisor ( TRIP ) management is being pushed to accelerate strategic decisions, improve operations, and consider whether it should lean harder into higher-growth businesses such as Viator and TheFork rather than its slower core hotel metasearch business. Shares of TripAdvisor ( TRIP ) are down more than 25% on a year-to-date basis. Short interest on TRIP stands at an elevated level of 26.0% of the total float, which could easily add to trading volatility. Notably, some bears on TRIP have pointed to the risk of agentic AI disruption, while bulls think an M&A announcement could be a catalyst. Last month, Seeking Alpha analyst Mare Evidence Lab pointed to upside for the communications stock amid the activist pressure. In particular, The Fork business is expected to likely command a premium M&A multiple in the dining reservation segment, given its scale. More on TripAdvisor Tripadvisor: Activist Pressure Supports Our Upside Outlook Tripadvisor: A Focus On Experiences Won't Stop The Bleeding Tripadvisor, Inc. 2025 Q4 - Results - Earnings Call Presentation Most and least shorted communications services stocks with up to $2B market cap as of end-March Tripadvisor could unlock $2.5B via Viator, The Fork split—BofA Securities