Fluor (NYSE: FLR) , one of the world's largest engineering and construction firms, has been refreshing its leadership with some major changes. Its executive chairman, David Constable, will step down on May 6, handing the reins to its Lead Independent Director Jim Hackett. Fluor also expanded its board from 10 to 12 directors, while its number of independent directors rose from 8 to 10. That expans...
Fluor (NYSE: FLR) , one of the world's largest engineering and construction firms, has been refreshing its leadership with some major changes. Its executive chairman, David Constable, will step down on May 6, handing the reins to its Lead Independent Director Jim Hackett. Fluor also expanded its board from 10 to 12 directors, while its number of independent directors rose from 8 to 10. That expansion diversifies its directors' combined skill set, helping the company serve a broader range of markets while tightly managing its major projects. Image source: Getty Images. Continue reading
Shake Shack Inc. ( SHAK ) traded higher on Friday after Mizuho Securities upgraded the restaurant stock to an Outperform rating from Neutral. Analyst Nick Setyan pointed to attractive valuation and notable catalysts ahead for Shake Shack ( SHAK ). "Our checks point to Q1 SSS growth upside, with drivers in place for comp momentum and restaurant-level margins ahead of current expectations as 2026 pr...
Shake Shack Inc. ( SHAK ) traded higher on Friday after Mizuho Securities upgraded the restaurant stock to an Outperform rating from Neutral. Analyst Nick Setyan pointed to attractive valuation and notable catalysts ahead for Shake Shack ( SHAK ). "Our checks point to Q1 SSS growth upside, with drivers in place for comp momentum and restaurant-level margins ahead of current expectations as 2026 progresses. Comp drivers include increased marketing, expanded value offerings, a focus on driving app adoption with loyalty launching in 2H26, throughput, favorable tax policy, and the World Cup (6/11–7/19)," wrote Setyan. He said top-line upside for Shake Shack ( SHAK ) and supply chain efficiencies are the primary drivers of the margin upside. The expectation is that SHAK will see high-teens annual EBITDA growth in both 2026 and 2027. Mizuho boosted its price target to $120 to represent more than 20% upside potential. Shares of Shake Shack ( SHAK ) were up 1.5% in late morning trading. More on Shake Shack Shake Shack: Accelerating Growth And Cash Flow Inflection Support Re-Rating Shake Shack Inc. (SHAK) Presents at UBS Global Consumer and Retail Conference Transcript Shake Shack: Tremendous Buy As January Comps Accelerate Stocks to watch after market on Wednesday: EL, SHAK, CVX Shake Shack launches technology initiative to improve efficiencies, facilitate restaurant growth
Wall Street banks are heading into earnings season with strong results, but rising macro risks are stealing the spotlight. Goldman Sachs’ Richard Ramsden explains why AI-driven cyber threats triggered a rare meeting with top regulators, and how shifting rate expectations, inflation fears, and volatile markets could reshape the banking outlook for the rest of the year. (Source: Bloomberg)
Wall Street banks are heading into earnings season with strong results, but rising macro risks are stealing the spotlight. Goldman Sachs’ Richard Ramsden explains why AI-driven cyber threats triggered a rare meeting with top regulators, and how shifting rate expectations, inflation fears, and volatile markets could reshape the banking outlook for the rest of the year. (Source: Bloomberg)
In this article PLTR Follow your favorite stocks CREATE FREE ACCOUNT Michael Burry attends "The Big Short" New York premiere at the Ziegfeld Theater in New York, Nov. 23, 2015. Andrew Toth | Filmmagic | Getty Images Michael Burry is sticking with his bearish wager against Palantir Technologies , even after a public endorsement from President Donald Trump helped lift the stock. The investor of the ...
In this article PLTR Follow your favorite stocks CREATE FREE ACCOUNT Michael Burry attends "The Big Short" New York premiere at the Ziegfeld Theater in New York, Nov. 23, 2015. Andrew Toth | Filmmagic | Getty Images Michael Burry is sticking with his bearish wager against Palantir Technologies , even after a public endorsement from President Donald Trump helped lift the stock. The investor of the "Big Short" fame said in a Substack post Friday that he continues to hold long-dated put options on the artificial intelligence software firm. Burry said he started betting against the company in the fall of 2025 and has repeatedly rolled the position. "I now own the June 17 2027 Strike Price 50 Puts and the Decembers 19, 2026 Strike Price 100 Puts. I am not selling these today," Burry wrote. Burry's comments came after Trump praised Palantir in a Truth Social post on Friday, boosting the stock off its intraday lows. Still, the shares were on track for a roughly 13% weekly drop , bringing their 2026 losses to about 28%. "Palantir Technologies (PLTR) has proven to have great warfighting capabilities and equipment," Trump wrote. "Just ask our enemies!!!" Loading chart... The famed investor said the stock has weakened since reaching a peak near $200 last year and remains "wildly overvalued." While acknowledging the possibility of a near-term rally, Burry argued that the company's fundamental value is less than half of what it's worth now. "Trump's post rallied the stock after the stock had fallen 18% the last three days. The stock may catch a wind here. It has been selling off with software stocks. As mentioned, I continue to hold the puts, as I believe the fundamental value of this company is well under $50/share," he said. Palantir traded around $127 per share on Friday. Some view Palantir as a beneficiary of the Iran war due to the amount of business the software and services vendor has with the U.S. military and intelligence agencies. During Trump's second administration, ...
cemagraphics Investor Impactive Capital wants shareholders to replace Wex Inc.'s ( WEX ) CEO on its board as the activist continues its proxy battle with the company. Impactive, which has a ~5% stake in Wex, is also telling the company that it isn't aware of any regulatory issues that could thwart its proxy fight, according to a Reuters report on Friday, which cited sources and documents viewed by...
cemagraphics Investor Impactive Capital wants shareholders to replace Wex Inc.'s ( WEX ) CEO on its board as the activist continues its proxy battle with the company. Impactive, which has a ~5% stake in Wex, is also telling the company that it isn't aware of any regulatory issues that could thwart its proxy fight, according to a Reuters report on Friday, which cited sources and documents viewed by the news service. The hedge fund wants to replace three directors, including CEO Melissa Smith, who also serves as chair. Impactive doesn't want to replace Smith as CEO but replace her on the board and split the CEO and chair roles, according to the report. Wex didn't immediately respond to Reuters and Seeking Alpha's requests for comment.Wex ( WEX ) has nominated Kurt Adams, Ellen Alemany and Lauren Taylor Wolfe, one of Impactive's co-founders, to the board. The vote is set for May 5. Wex last month warned in a filing that Impactive may have to file with the Federal Deposit Insurance Corporation and the Utah Department of Financial Institutions in connection with solicitation of its proxies. Impactive said it's responded to the regulators' requests and received no additional requests from either, according to Reuters. More on WEX WEX Inc. (WEX) Presents at 47th Annual Raymond James Institutional Investor Conference - Slideshow WEX Inc. (WEX) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript WEX Inc.: Undervalued, But Losing Strategic Ground Maine governor backs millionaire tax as Senate primary tightens WEX expects 13% EPS growth in 2026 as operating leverage and innovation drive margin expansion
A top adviser to Ukraine President Volodymyr Zelenskiy said negotiators are inching closer to a peace deal with Russia. “They all understand the war needs to end,” Kyrylo Budanov told us in an interview . “I don’t think it will be long.” The optimism follows a joint Russian-Ukraine commitment to observe a ceasefire over the Orthodox Easter holiday. While Budanov remained mum over the potential con...
A top adviser to Ukraine President Volodymyr Zelenskiy said negotiators are inching closer to a peace deal with Russia. “They all understand the war needs to end,” Kyrylo Budanov told us in an interview . “I don’t think it will be long.” The optimism follows a joint Russian-Ukraine commitment to observe a ceasefire over the Orthodox Easter holiday. While Budanov remained mum over the potential contours of an agreement, the suggestion of progress will likely be welcomed by US envoys seeking to mediate a deal . Defense stocks tumbled on the news. With the war in its fifth year, the economic strains are mounting on both Kyiv and Moscow. Bondholders today rejected a bid to restructure the debt of Ukrainian Railways, which has become the target of increasing Russian attacks. Meanwhile, the Kremlin has been battling a steady string of strikes on energy assets. Even as the belligerents take halting steps toward peace, their conflict has inflicted permanent damage on collective security in Europe. The NATO alliance may never be the same . On towns and cities near the battlefront, even grabbing a cup of coffee can be seen as an act of defiance in an atmosphere of pervasive mortal danger . Fragmentation arising from today’s global conflicts may be setting the pieces for an even more dangerous world in the year’s ahead. What You Need to Know Today A tenuous ceasefire held between Iran and the US, even as Israel continued to pound targets in southern Lebanon. US President Donald Trump demanded Tehran reopen the Strait of Hormuz while Tel Aviv and Hezbollah exchanged fire, complicating upcoming talks aimed at finding lasting peace. Listen to a recording of our live Q&A about what to expect from the next negotiation round in Pakistan by clicking here. With the Strait still effectively closed, JPMorgan warned that oil prices could resume their ascent. At present, the market is pricing in a rapid resumption through the waterway. One of the rare tankers that managed to pass was a Ru...
Follow Marvell Technology on Seeking Alpha! Learn more about Seeking Alpha Quant Ratings Get Started With Seeking Alpha Premium Now This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Welcome to 2 Minute Analysis. Our goal is to not on...
Follow Marvell Technology on Seeking Alpha! Learn more about Seeking Alpha Quant Ratings Get Started With Seeking Alpha Premium Now This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Welcome to 2 Minute Analysis. Our goal is to not only entertain, but provide value and insights about the investments you care about. Today's episode is from this user’s request. So, let's throw 2 minutes on the clock and dive in. Today, we are diving into Marvell Technology, Inc., ticker symbol, MRVL. Kicking things off here with the Quant Rating system, it is currently a Hold rating on the stock, and we're going to dive into those metrics and the factor grades here in just a moment. Jumping over to Seeking Alpha Analysts, they currently have a Buy in aggregate on this stock, and that's from 11 analysts providing their coverage here in the last 30 days. Lastly, Wall Street analysts are currently a Strong Buy on the stock, and that's from 43 analysts providing their coverage in the last 90 days. To learn more about how the Seeking Alpha Quant system and Seeking Alpha Analysts outperform the market, visit the link in the description of this video. Now, let's dive deeper. This is a $93.66 billion market capitalization company found within the Information Technology sector and the Semiconductors industry. Jumping first into the Valuation grade, which is currently an F, we look at that PEG non-GAAP forward ratio. It is 0.73, compared to the sector at 1.31, showing nice favorable growth, compared to the price today. Second, looking at that Enterprise Value-to-EBITDA ratio here forward, 24.44 compared to the sector at 12.74. Let's go ahead and jump over to the Growth grade currently an A-. We see that revenue growth year-over-year of 42.90% is blowing out the sector at just 9.80%. Then we can look at that EPS diluted growth, 50.9...
Filing for Social Security benefits is a major milestone worth celebrating, and it's an exciting new chapter in your retirement journey. But this decision will also affect your monthly income for the rest of your life. There are several factors to consider when deciding whether to take Social Security in 2026 or wait a few years. Here's everything you need to know. Your claiming age is one of the ...
Filing for Social Security benefits is a major milestone worth celebrating, and it's an exciting new chapter in your retirement journey. But this decision will also affect your monthly income for the rest of your life. There are several factors to consider when deciding whether to take Social Security in 2026 or wait a few years. Here's everything you need to know. Your claiming age is one of the biggest factors influencing your monthly benefit amount. By filing at your full retirement age , you'll receive 100% of the benefit you're entitled to based on your work history. Filing before that age will reduce your monthly payment, while delaying claiming will earn you larger checks. Continue reading
Only Iran "Friendly" Ships Allowed Transit Through Strait, As Tankers Pile Up Near Hormuz, Waiting To Cross Shipping through the Strait of Hormuz remains largely limited, with transits over the past 24 hours consisting almost exclusively of ships "friendly" to Iran, including Chinese and Russian vessels. Meanwhile, those expecting the ceasefire to unblock Hormuz have actually seen the opposite: tr...
Only Iran "Friendly" Ships Allowed Transit Through Strait, As Tankers Pile Up Near Hormuz, Waiting To Cross Shipping through the Strait of Hormuz remains largely limited, with transits over the past 24 hours consisting almost exclusively of ships "friendly" to Iran, including Chinese and Russian vessels. Meanwhile, those expecting the ceasefire to unblock Hormuz have actually seen the opposite: traffic through the strait, which ticked up at the weekend, has since slowed further. Several fully-laden supertankers have moved toward the waterway in the past two days, but haven’t made the crossing out of the Persian Gulf, despite a US-Iran ceasefire taking effect this week. Unless anything changes, this weekend's ceasefire negotiations will be very short: the US has said the truce is conditional on Iran unblocking Hormuz. Yet since Thursday morning, just nine ships out of the roughly 800 vessels trapped in the Persian Gulf, have been observed passing through the strait, with five heading out of the gulf and four going in the opposite direction. Among the most important was the Suezmax oil tanker Tour 2, hauling about 1 million barrels of Iranian crude out of the waterway. The Russian flagged supertanker Arhimeda moved in the opposite direction toward Iran’s export terminal at Kharg Island. In a sign of some modest optimism, several oil tankers inside the Persian Gulf are anchoring near the approach to the strait, likely in order to be among the first to get underway as soon as the waterway opens up. Yet even as the ceasefire has pushed shipowners to begin considering options, most say conditions are still too unclear to attempt an exit. Two Japanese oil tankers - itching with anticipation to get the hell out - left the waters off Saudi Arabia’s Ras Tanura on Thursday to move closer to the strait. The Mayasan and Yakumosan, both very-large carriers each hauling around 2 million barrels of crude, began sailing east late Thursday from waters off Ras Tanura in Saudi Arabia, ...