Justin Sullivan/Getty Images News Chevron ( CVX ) has resumed normal operations at the Leviathan gas and condensate field in the Mediterranean Sea off Israel's coast, a month after the country's energy ministry ordered a shutdown at Israel's largest gas field following the outbreak of the Middle East war. NewMed Energy ( DKDRF ), one of Chevron's ( CVX ) Israeli partners in the Leviathan consortiu...
Justin Sullivan/Getty Images News Chevron ( CVX ) has resumed normal operations at the Leviathan gas and condensate field in the Mediterranean Sea off Israel's coast, a month after the country's energy ministry ordered a shutdown at Israel's largest gas field following the outbreak of the Middle East war. NewMed Energy ( DKDRF ), one of Chevron's ( CVX ) Israeli partners in the Leviathan consortium, announced the resumption on Friday, saying the suspension of flows lasted 33 days. The shutdown led Chevron ( CVX ) to declare force majeure and pushed Egypt, which receives Leviathan gas by pipeline, to step up LNG imports. Leviathan gas is piped to Israel, Egypt, and Jordan; the field sold 8.1B cm to the three countries in the first nine months of 2025, with Egypt accounting for more than half. The Chevron-operated ( CVX ) Tamar gas field is the only rig that has been operating offshore Israel so far during the war. More on Chevron Chevron: Prolonged Iran War A Catalyst Chevron: $130-$140 Oil Is Realistic, And That's Not Good Chevron: Avoid Market Top Bargains
House speaker Mike Johnson face pushback from hardline Republicans, who view the Senate funding bill as a concession to Democrats’ demands Sign up for Breaking News US email alerts A reminder that the record-breaking partial government shutdown just entered its eighth week , with little end in sight. Congress is on recess, and isn’t set to return for until 13 April. Today, House lawmakers again to...
House speaker Mike Johnson face pushback from hardline Republicans, who view the Senate funding bill as a concession to Democrats’ demands Sign up for Breaking News US email alerts A reminder that the record-breaking partial government shutdown just entered its eighth week , with little end in sight. Congress is on recess, and isn’t set to return for until 13 April. Today, House lawmakers again took no action to pass a Senate bill to fund affected Department of Homeland Security (DHS) subagencies. This comes after Republican leadership in both chambers announced a compromise to fund the Transportation Security Administration (TSA), the US Coast Guard, the Federal Emergency Management Agency (Fema) and the Cybersecurity and Infrastructure Security Agency (Cisa), but withhold funds from Immigration and Customs Enforcement (ICE) and part of Customs and Border Protection (CBP). Continue reading...
yulka3ice/iStock via Getty Images Eshbal Functional Food ( ESBL:CA ) reported a strong start to 2026, with estimated Q1 revenue of ~$5.3M, up from ~$3.76M in Q1 2025, showing solid year-over-year growth. CEO Tomer Bar-Meir said the growth was mainly driven by recent acquisitions of two U.S. gluten-free brands—Dare to be Different Foods and Gluten-Free Nation. Full Q4 and FY2025 results are expecte...
yulka3ice/iStock via Getty Images Eshbal Functional Food ( ESBL:CA ) reported a strong start to 2026, with estimated Q1 revenue of ~$5.3M, up from ~$3.76M in Q1 2025, showing solid year-over-year growth. CEO Tomer Bar-Meir said the growth was mainly driven by recent acquisitions of two U.S. gluten-free brands—Dare to be Different Foods and Gluten-Free Nation. Full Q4 and FY2025 results are expected in late April. Following the update, the stock rose 3.45% to CAD $0.15. More on Eshbal Functional Food Inc. Eshbal to raise up to $750,000 in non-brokered private placement Financial information for Eshbal Functional Food Inc.
Thomas Barwick/DigitalVision via Getty Images Shopify ( SHOP ) is in a relatively rare 35% drawdown amid a broad risk-off trend in markets. As I warned in late 2025, Shopify investors should have learned a lesson from the DoorDash ( DASH ) selloff, which exemplified how an impeccable company could still face a sharp drawdown if valuation is stretched too far . Unlike DoorDash , though, in my view,...
Thomas Barwick/DigitalVision via Getty Images Shopify ( SHOP ) is in a relatively rare 35% drawdown amid a broad risk-off trend in markets. As I warned in late 2025, Shopify investors should have learned a lesson from the DoorDash ( DASH ) selloff, which exemplified how an impeccable company could still face a sharp drawdown if valuation is stretched too far . Unlike DoorDash , though, in my view, Shopify's long-term trajectory remains one of the clearest, most predictable, and most attractive investment stories in the market. I am upgrading Shopify to "Buy," with no change to my forecast that Shopify will become a $500 billion company by the early 2030s. Shopify AI Concerns Cause Misinformed Selloff Data by YCharts Year-to-date, Shopify's stock has declined alongside the "AI Loser" basket. The only reason it's not as commonly mentioned as an AI loser is that it's still trading at a high valuation, especially relative to other names in that basket. That said, Shopify hasn't been spared from investor AI concerns as well. Look no further than the recent earnings call , where almost every question from analysts raised some worry about agentic commerce or AI. In my view, Shopify is the embodiment of AI worries going too far. Starting with the fact that the fundamental " job-to-be-done " by Shopify is to make entrepreneurs' lives easier by letting them focus entirely on their products and services rather than the back-end of operations. Shopify's customers are exactly the ones who don't want to learn how to use Claude on their own, or vibe-code their way to an online storefront. Created by the author based on Shopify reports Then, it's about the fact that Shopify has arguably one of the most dense pools of talent in public markets, led by CEO & Founder Tobi Lutke, who's known for his leadership of an extraordinary culture. This is best reflected by the fact that Shopify's revenue per employee more than tripled since 2022, as revenues grew at a high-20% CAGR while headcou...
JP Morgan boss appears to condemn president’s tariff regime in annual letter to shareholders Middle East crisis – live updates The head of America’s largest bank has pressed the White House to strengthen America’s allies economically in order to “avoid truly adverse consequences”, in the latest instalment of an increasingly testy relationship with the Trump administration. As the Middle East confl...
JP Morgan boss appears to condemn president’s tariff regime in annual letter to shareholders Middle East crisis – live updates The head of America’s largest bank has pressed the White House to strengthen America’s allies economically in order to “avoid truly adverse consequences”, in the latest instalment of an increasingly testy relationship with the Trump administration. As the Middle East conflict sparked by US and Israeli attacks on Iran enters its sixth week, Jamie Dimon, the chair and chief executive of JP Morgan Chase, said in his annual letter to shareholders that “good” US foreign policy should put America first “though not alone”. Continue reading...
Clean Harbors rides on PFAS demand and strategic deals to deliver strong gains, but rising costs pose a risk to margins despite a solid growth outlook.
Clean Harbors rides on PFAS demand and strategic deals to deliver strong gains, but rising costs pose a risk to margins despite a solid growth outlook.
Dolby Live theater in Las Vegas Robert Way/iStock Editorial via Getty Images Some investors attempt to make outsized gains by taking excessive risk in their stock investing. To use a baseball analogy, they are looking to hit a home run and double, or triple their money quickly. An alternative baseball analogy is to be successful over time by hitting singles and doubles. Dolby Laboratories, Inc. ( ...
Dolby Live theater in Las Vegas Robert Way/iStock Editorial via Getty Images Some investors attempt to make outsized gains by taking excessive risk in their stock investing. To use a baseball analogy, they are looking to hit a home run and double, or triple their money quickly. An alternative baseball analogy is to be successful over time by hitting singles and doubles. Dolby Laboratories, Inc. ( DLB ) represents an potential double for your portfolio (my valuation points to 30%). Dolby Labs is a highly profitable firm with above-average growth potential and limited downside risk. Dolby’s growth might seem modest compared to faster-growing tech firms, but it operates with very high margin and has high free cash flow production. It also trades at a very reasonable valuation, which leaves for upside, and potential shareholder gains. I surmise that Dolby currently has at least 30% upside as its current share price approaches my estimate of its intrinsic value, which I detail below. Company Overview Dolby was originally founded in London, England 1965 and bills itself as “in the business of improving entertainment experiences by inventing and innovating technologies that advance audio and video capture, transmission, and playback.” Dolby’s technologies can be found in movies, television or wherever music is played and shared, such as sports events. Users and customers include “content creators, distributors, and consumer electronics manufacturers.” The company’s 10-K SEC filing describes what it does as helping facilitate “transitions from mono to stereo then surround, analog to digital, and terrestrial broadcasting to streaming.” In short, Dolby is in the business of processing audio and video signals to make entertainment and media more compelling and exciting for the listener. Dolby Atmos is its primary audio licensing technology, and Dolby Vision is involved with videos and images. The company has over 1,000 consumer electronics manufacturers, and royalties are usua...