Alphabet stock under the microscope Alphabet (GOOGL) has seen its share price retreat in the past month and past 3 months, with returns of 12.27% and 12.62% declines respectively. This has prompted investors to reassess the current setup. See our latest analysis for Alphabet. The recent 13.22% year to date share price decline, alongside 12.27% and 12.62% share price declines over the past month an...
Alphabet stock under the microscope Alphabet (GOOGL) has seen its share price retreat in the past month and past 3 months, with returns of 12.27% and 12.62% declines respectively. This has prompted investors to reassess the current setup. See our latest analysis for Alphabet. The recent 13.22% year to date share price decline, alongside 12.27% and 12.62% share price declines over the past month and quarter, contrasts sharply with Alphabet's 1 year total shareholder return of 74.73% and 3 year...
Tiger Woods had two hydrocodone pills in his pocket as officers observed him acting "lethargic and slow" following his car crash in Florida last week, a police report says.
Tiger Woods had two hydrocodone pills in his pocket as officers observed him acting "lethargic and slow" following his car crash in Florida last week, a police report says.
Investors made an understandable knee-jerk decision that then took on a life of its own. But this company's bigger-picture bullish thesis is still perfectly intact.
Investors made an understandable knee-jerk decision that then took on a life of its own. But this company's bigger-picture bullish thesis is still perfectly intact.
IURII KRASILNIKOV/iStock via Getty Images By Stacey Morris, CFA As oil looks poised to notch its largest monthly gain ever amid the war in Iran, energy stocks have been the main bright spot in a tough tape, leading all other sectors by a landslide. To be fair, the energy benchmark was already up 25% before the war began and oil prices skyrocketed. Year-to-date through March 27, energy is up just o...
IURII KRASILNIKOV/iStock via Getty Images By Stacey Morris, CFA As oil looks poised to notch its largest monthly gain ever amid the war in Iran, energy stocks have been the main bright spot in a tough tape, leading all other sectors by a landslide. To be fair, the energy benchmark was already up 25% before the war began and oil prices skyrocketed. Year-to-date through March 27, energy is up just over 40% on a total return basis, while the S&P 500 is down 6.7% for the period. Following a month of war, it is time to revisit the implications for energy markets. The key variables for energy discussed at the onset of the war were: 1) how long the Strait of Hormuz would be closed; and 2) how much damage would be done to energy infrastructure in the region. The outcomes for both have likely been worse than initially feared. This note discusses some of the key developments in liquefied natural gas (LNG), oil, and liquefied petroleum gas (LPG) markets in recent weeks, as well as the medium-term implications of the war for North American midstream. Liquefied Natural Gas: Qatari Exports Possibly Hampered for 3-5 Years While the closure of the Strait of Hormuz has restricted LNG flows, Iranian attacks on a key export facility in Qatar are set to have longer-term impacts. According to reports , the damage will take 3–5 years to repair, keeping 12.8 million tons per annum (MTPA) or ~1.7 billion cubic feet per day (Bcf/d) offline. Qatar is the second-largest LNG exporter globally, and the damaged assets represent 17% of its capacity. For context, the U.S. exported 14.6 Bcf/d in 2025 ( read more ). The disruption to LNG flows and asset damage ultimately makes North American LNG relatively more attractive for global buyers in the long run. That stands to benefit established players like Cheniere ( LNG ) and Venture Global ( VG ) that can continue to add capacity over time. Cheniere and VG each have potential expansions of over 40 MTPA and 30 MTPA , respectively, that have not yet re...
Zscaler (NASDAQ: ZS) was one of the market's hottest cybersecurity stocks, reaching an all-time high of $368.78 per share on Nov. 19, 2021. But today, it trades at about $139. Zscaler's stock initially lost its luster as its growth cooled, but macro headwinds -- including rising interest rates and geopolitical conflicts -- further compressed its valuation. Yet after that steep sell-off, Zscaler's ...
Zscaler (NASDAQ: ZS) was one of the market's hottest cybersecurity stocks, reaching an all-time high of $368.78 per share on Nov. 19, 2021. But today, it trades at about $139. Zscaler's stock initially lost its luster as its growth cooled, but macro headwinds -- including rising interest rates and geopolitical conflicts -- further compressed its valuation. Yet after that steep sell-off, Zscaler's stock might be a good contrarian play for patient investors. Image source: Getty Images. Continue reading
So long, Sora -- we hardly knew ya -- and while we're on the subject -- hello Veo! Earlier this week, artificial intelligence pioneer OpenAI announced it's shutting down its Sora video generation project to cut costs and conserve computing power for more business-focused projects, which it hopes to sell to paying corporate clients. No sooner did Sora fall down, though, than Alphabet (NASDAQ: GOOG)...
So long, Sora -- we hardly knew ya -- and while we're on the subject -- hello Veo! Earlier this week, artificial intelligence pioneer OpenAI announced it's shutting down its Sora video generation project to cut costs and conserve computing power for more business-focused projects, which it hopes to sell to paying corporate clients. No sooner did Sora fall down, though, than Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) came up and kicked it. Alphabet stock is up 4% at 1 p.m. ET. Continue reading
May WTI crude oil (CLK26 ) today is up +0.91 (+0.88%), and May RBOB gasoline (RBK26 ) is up +0.0178 (+0.56%). Crude oil and gasoline prices are moving higher today, with crude oil posting a 3-week high after President Trump said he is willing to end the US military campaign...
May WTI crude oil (CLK26 ) today is up +0.91 (+0.88%), and May RBOB gasoline (RBK26 ) is up +0.0178 (+0.56%). Crude oil and gasoline prices are moving higher today, with crude oil posting a 3-week high after President Trump said he is willing to end the US military campaign...
PeopleImages/iStock via Getty Images Strategy ( MSTR ) stock, which is down by about 10% since my last analysis of the company, is ripe for accumulation upon my further analysis. Since my February 3 piece, I have taken much more time to deep dive into Bitcoin ( BTC ) and what I believe is the best overall way to own exposure to the cryptocurrency: through MSTR. Some people reading might think I wa...
PeopleImages/iStock via Getty Images Strategy ( MSTR ) stock, which is down by about 10% since my last analysis of the company, is ripe for accumulation upon my further analysis. Since my February 3 piece, I have taken much more time to deep dive into Bitcoin ( BTC ) and what I believe is the best overall way to own exposure to the cryptocurrency: through MSTR. Some people reading might think I was handed money on a platter; it's not true. I have been building from zero. When you start at zero, you need to look for convexity. Your claim to leadership will not be granted to you by mediocrity. It will be granted by strategy. And most of all, by meritocracy. After my extensive research into BTC sentiment dynamics, institutional adoption, and mNAVs, and with a little help from some experts in the field, I have concluded that BTC and MSTR are currently far more attractive than gold. And the great part about BTC is that only sentiment masters can trade it with near-perfection. Old-school resource analysts will find themselves drowned in the volatility. The Strategy You probably want me to hand it all to you on a platter, too. But I'm not going to do that. Instead, I will leave clues. It's not as complicated as it seems. You see, with BTC, we are not analyzing a company, so we do not need to locate the discounted value of future cash flows. There is no pure intrinsic value here. So, value investors (which I am in my other portfolio personalities) often balk. "How can anyone in their right mind own something as baseless and worthless as Bitcoin?" Answer: That's why you'll never make the 500% return in 24 months from MSTR stock. MSTR One-Week-Intervals Price Chart (Author's Chart) MSTR's mNAV , which is its enterprise value divided by Bitcoin NAV, is currently 1.16. The enterprise value is likely to reach 3x its underlying BTC NAV in the next bull cycle. Last cycle, it hit 4x at the peak. I admit, MSTR stock is something you need to watch closely. Have it open on your screen...
US crude prices quickly declined on increasing speculation that the war in Iran is headed toward an end. West Texas Intermediate futures fell about 1% to trade just under $102 a barrel. The move came after IRNA reported Iran’s president is ready to end the war while reiterating the country’s demands. Prices earlier rose by more than 3%.
US crude prices quickly declined on increasing speculation that the war in Iran is headed toward an end. West Texas Intermediate futures fell about 1% to trade just under $102 a barrel. The move came after IRNA reported Iran’s president is ready to end the war while reiterating the country’s demands. Prices earlier rose by more than 3%.
Shares in gold miner SSR Mining (NASDAQ: SSRM) rose by 8% by 12 a.m. today. The move comes as gold prices spiked, but investors shouldn't lose sight of the fact that equity markets did so as well. In addition, investors are warming to the company's management, recently signing a definitive share purchase agreement to sell a 80% stake in a mine in Turkey for $1.5 billion in cash. Few investors will...
Shares in gold miner SSR Mining (NASDAQ: SSRM) rose by 8% by 12 a.m. today. The move comes as gold prices spiked, but investors shouldn't lose sight of the fact that equity markets did so as well. In addition, investors are warming to the company's management, recently signing a definitive share purchase agreement to sell a 80% stake in a mine in Turkey for $1.5 billion in cash. Few investors will complain about a higher share price. Still, there's one thing to consider here: correlation. As recently discussed , a lot of speculative money has flowed into gold and silver over the last couple of years, which is likely why gold is often trading in line with the markets this year. Image source: Getty Images. Continue reading
The Aqara G350 is the first camera you can buy that supports Matter. | Photo by Jennifer Pattison Tuohy / The Verge The Connectivity Standards Alliance (CSA) released Matter 1.5.1 today , building upon the camera and video doorbell support added as part of the Matter 1.5 update last November . Although 1.5.1 is a minor update, it brings several improvements that will benefit both end users and com...
The Aqara G350 is the first camera you can buy that supports Matter. | Photo by Jennifer Pattison Tuohy / The Verge The Connectivity Standards Alliance (CSA) released Matter 1.5.1 today , building upon the camera and video doorbell support added as part of the Matter 1.5 update last November . Although 1.5.1 is a minor update, it brings several improvements that will benefit both end users and companies making these types of devices. The most notable update is more efficient camera streaming that will help reduce bandwidth demands when multiple people or systems are accessing the same feed. With Matter 1.5.1, cameras can simultaneously deliver multiple video streams with quality settings tailored to what it's being used for. A video recorder would get a hi … Read the full story at The Verge.
Brighton fans have fond memories of the Italian, hailed as a genius by rivals, but his time on the south coast went sour Things may have ended on a sour note but there is a reason why a giant picture of a beaming Roberto De Zerbi adorns the wall outside the home dressing room at the Amex Stadium. It was taken in 2023 at the end of the Italian’s first season at Brighton after he had led the club to...
Brighton fans have fond memories of the Italian, hailed as a genius by rivals, but his time on the south coast went sour Things may have ended on a sour note but there is a reason why a giant picture of a beaming Roberto De Zerbi adorns the wall outside the home dressing room at the Amex Stadium. It was taken in 2023 at the end of the Italian’s first season at Brighton after he had led the club to sixth in the Premier League – their highest finish – and taken them into Europe for the first time. Three years on, memories of De Zerbi remain strong among Brighton supporters. It is a legacy that Fabian Hürzeler has found hard to emulate since succeeding De Zerbi, who fell out with the owner, Tony Bloom , over squad recruitment. Continue reading...
The Strait of Hormuz closure is turning into real energy shortages according to Societe General. Michael Haigh, Global Head of FIC and Commodities Research says the final vessels carrying jet fuel to the UK will arrive in the next 48 hours and "there is no more after that." He speaks on Bloomberg Surveillance. (Source: Bloomberg)
The Strait of Hormuz closure is turning into real energy shortages according to Societe General. Michael Haigh, Global Head of FIC and Commodities Research says the final vessels carrying jet fuel to the UK will arrive in the next 48 hours and "there is no more after that." He speaks on Bloomberg Surveillance. (Source: Bloomberg)
Google’s Quantum AI team released a new whitepaper revealing that Bitcoin’s security could be compromised with significantly less computing power than previously assumed. The report suggests that it might only take 500,000 to crack the network and Bitcoin’s own Taproot upgrade might have made it easier to target transactions in real time. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."
Google’s Quantum AI team released a new whitepaper revealing that Bitcoin’s security could be compromised with significantly less computing power than previously assumed. The report suggests that it might only take 500,000 to crack the network and Bitcoin’s own Taproot upgrade might have made it easier to target transactions in real time. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily."
Monzo Bank Ltd. is shuttering its US operations after years of failing to gain a foothold on the world’s largest market, and will instead focus on the UK and Europe, according to a statement. The London-based digital bank will stop on-boarding new customers and lay off about 50 employees, a person familiar with the matter said, who asked not to be identified discussing private information. Existin...
Monzo Bank Ltd. is shuttering its US operations after years of failing to gain a foothold on the world’s largest market, and will instead focus on the UK and Europe, according to a statement. The London-based digital bank will stop on-boarding new customers and lay off about 50 employees, a person familiar with the matter said, who asked not to be identified discussing private information. Existing customers can continue to use their accounts until June, the person said. Monzo is “making a deliberate, strategic decision to focus on scaling in our home market and Europe and to step away from the US,” a representative said in a statement. Monzo first launched in the US in 2020, offering a debit card and an app. It then sought regulatory approval to hold a bank charter, which would have allowed the firm to lend and take in federally insured deposits. However, the bank withdrew its application less than a year later. At the time, the company said it still had “big ambitions” for its US operations. The move runs counter to the efforts of many other European financial technology firms, which have been pushing for licenses in the US, seeking to capitalize on what many see as a looser regulatory climate under the Trump administration. Wise Plc is moving its primary listing to the US from London and seeking to deepen its US business, while Revolut has applied for a bank charter to push into the region. Brazilian fintech Nu Holdings Ltd. , known as Nubank, won conditional regulatory approval earlier this year to establish a US arm. The decision also marks one of the first major changes in strategy from Chief Executive Officer Diana Layfield , who took the top post in February. Former CEO TS Anil stepped down last year after boardroom disagreements around Monzo’s growth and listing plans. Read More: Monzo Boss TS Anil Quits to Make Way for Google Executive The firm now plans to expand in Europe, on the heels of scoring authorization from the European Central Bank, and retainin...
NPR art director and illustrator Jackie Lay tells the story of Hatshepsut, who is widely regarded as one of the greatest pharaohs in Egypt's history — but whose legacy was erased for over 3,000 years.
NPR art director and illustrator Jackie Lay tells the story of Hatshepsut, who is widely regarded as one of the greatest pharaohs in Egypt's history — but whose legacy was erased for over 3,000 years.
MILPITAS, Calif., March 31, 2026--Sandisk Corporation (NASDAQ: SNDK) announced today that it will hold its fiscal third quarter earnings conference call on Thursday, April 30, 2026, at 1:30 p.m. Pacific Time.
MILPITAS, Calif., March 31, 2026--Sandisk Corporation (NASDAQ: SNDK) announced today that it will hold its fiscal third quarter earnings conference call on Thursday, April 30, 2026, at 1:30 p.m. Pacific Time.
Oracle Firing Tens Of Thousands As CDS Explodes To Financial Crisis Record Two months ago, when ORCL announced it would raise $50 billion in a combination of stock and bonds to ease market fears about its soaring funding costs and lack of actual revenues and " to build additional capacity to meet the contracted demand from the company’s largest cloud customers, including Advanced Micro Devices, Me...
Oracle Firing Tens Of Thousands As CDS Explodes To Financial Crisis Record Two months ago, when ORCL announced it would raise $50 billion in a combination of stock and bonds to ease market fears about its soaring funding costs and lack of actual revenues and " to build additional capacity to meet the contracted demand from the company’s largest cloud customers, including Advanced Micro Devices, Meta Platforms, Nvidia, OpenAI, TikTok and xAI" we said that this latest example of financial engineering, which perhaps most importantly was meant to push its soaring Credit Default Swap lower, was doomed to fail. We didnt have long to wait: since the Feb 1 announcement, the stock has tumbled to fresh multi year lows... ... but the big risk is that despite the company's best equity-diluting intentions, ORCL 5 Year CDS just hit the widest on record, a level first (and only) seen during the global financial crisis. This is a problem because despite Larry Ellison's best efforts to convince the market that Oracle has more than enough projected revenue - and a massive enough backlog - to grow into its bloated balance sheet, which is approaching $200 billion including off-balance sheet exposure, and refute such claims such as the following from Barclays which warned two months ago that the market " Underestimates the Infrastructure Build Out Necessary to Execute to Oracle's $512 billion RPO Balance"... Source: Barclays , available to pro subs ... and that the company will badly miss estimates, as it is forced to fund a much higher capex (some $275 billion) than consensus projects... Source: Barclays , available to pro subs ... the market simply is not buying it. Literally. So what is Oracle to do? Well, it is literally going down the list of what Barclays proposed two months ago would be "next steps" as the cold hard reality slams Oracle's publicly traded securities, the first of which was... RIF of 20-30K employees which could drive ~$8-10B of incremental free cash flow, And sure...