Italian is brought in to replace interim coach Igor Tudor De Zerbi is tasked with saving club from relegation Tottenham have confirmed the appointment of Roberto De Zerbi as their new manager. The London club have given him a long-term contract but all eyes are on the remainder of this season when he has been charged with keeping them in the Premier League. Spurs are one point and one place above ...
Italian is brought in to replace interim coach Igor Tudor De Zerbi is tasked with saving club from relegation Tottenham have confirmed the appointment of Roberto De Zerbi as their new manager. The London club have given him a long-term contract but all eyes are on the remainder of this season when he has been charged with keeping them in the Premier League. Spurs are one point and one place above the relegation zone with seven matches to play – the next of which is at Sunderland on Sunday week. Spurs knew they had to part ways with their interim manager, Igor Tudor, after the home loss to Nottingham Forest on the Sunday before last, although the situation came to be coloured by personal tragedy. Tudor learned of the death of his father, Mario, after the Forest game and Spurs had to show sensitivity as he began to grieve. The club waited until Sunday before announcing his departure by mutual consent. Continue reading...
A study of analyst recommendations at the major brokerages shows that Gold Fields Ltd. (Symbol: GFI) is the #10 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index, according to Metals Channel. The Metals Channel Global
A study of analyst recommendations at the major brokerages shows that Gold Fields Ltd. (Symbol: GFI) is the #10 broker analyst pick, on average, out of the 50 stocks making up the Metals Channel Global Mining Titans Index, according to Metals Channel. The Metals Channel Global
A study of analyst recommendations at the major brokerages shows that Merck & Co Inc (Symbol: MRK) is the #8 broker pick, on average, out of the 30 stocks making up the Dow Jones Industrial Average, according to ETF Channel. Merck & Co Inc also comes in above the median
A study of analyst recommendations at the major brokerages shows that Merck & Co Inc (Symbol: MRK) is the #8 broker pick, on average, out of the 30 stocks making up the Dow Jones Industrial Average, according to ETF Channel. Merck & Co Inc also comes in above the median
The latest tally of analyst opinions from the major brokerage houses shows that among the 30 stocks making up the Dow Jones Industrial Average, Merck is the #8 analyst pick. Merck also comes in above the median of analyst picks among the broader S&P 500 index components, cl
The latest tally of analyst opinions from the major brokerage houses shows that among the 30 stocks making up the Dow Jones Industrial Average, Merck is the #8 analyst pick. Merck also comes in above the median of analyst picks among the broader S&P 500 index components, cl
Aaron Davidson/Getty Images Entertainment Celsius Holdings, Inc. ( CELH ) has suddenly been hit by a myriad of fears, led by competition entering the space. The energy drink company was already facing some disruption in reported results from the Alani Nu brand's distribution plans. My investment thesis is ultra bullish on the stock, looking for a bottom here in a tough overall market. Source: Finv...
Aaron Davidson/Getty Images Entertainment Celsius Holdings, Inc. ( CELH ) has suddenly been hit by a myriad of fears, led by competition entering the space. The energy drink company was already facing some disruption in reported results from the Alani Nu brand's distribution plans. My investment thesis is ultra bullish on the stock, looking for a bottom here in a tough overall market. Source: Finviz Kirkland Energy Doesn't Appear A Real Threat Celsius has fallen almost straight from $58 on February 26 to below $35 now to end March. In a month, the stock has lost over $20 due to 2 main events: Q4'25 earnings on February 26 and the launch of Kirkland Energy by Costco Wholesale Corporation ( COST ). The energy drink company reported booming Q4'25 results , with sales hitting $722 million and beating analyst estimates by $83 million. The core problem highlighted in prior research is the shift of Alani Nu distribution to PepsiCo, Inc. ( PEP ), causing Celsius to report higher revenues up front with a similar revenue hit in future periods as the beverage giant optimizes inventory levels and buys less Alani Nu supply than actual sales to consumers. When combined with some Celsius brand inventory movements, the company saw an estimated $25 million sales benefit in Q4. The other big issue is the launch of Kirkland Energy Drinks . Costco is offering a 12-ounce can with 200 mg of caffeine and zero sugar, similar to Celsius drinks. The 24-pack of the Kirkland energy drink costs $16.99, a fraction of the price of a Celsius or Alani Nu can. Source: Costco Currently, knockoff beverages aren't big sellers. Pepsi faces similar private label beverages for Pepsi and Mt. Dew sodas without any major hit to sales. Recent TikTok reports show limited brand awareness for Kirkland Energy among the largely teen user base, with only a 0.4% discussion share among energy drinks. According to TD Cowan, Celsius obtains about 10% of sales from Costco, and private label beverages haven't historicall...
KanawatTH Chip and AI-related stocks jumped on Tuesday following a report that U.S. President Donald Trump intends to wind down the military campaign against Iran within weeks. The Wall Street Journal reported that Trump told aides he is willing to end hostilities on a four-to-six-week timeline, prioritizing the degradation of Iran’s navy and missile stocks over the more complex mission of reopeni...
KanawatTH Chip and AI-related stocks jumped on Tuesday following a report that U.S. President Donald Trump intends to wind down the military campaign against Iran within weeks. The Wall Street Journal reported that Trump told aides he is willing to end hostilities on a four-to-six-week timeline, prioritizing the degradation of Iran’s navy and missile stocks over the more complex mission of reopening the Strait of Hormuz. Trump also urged countries hit by Strait of Hormuz fuel disruptions to buy from the U.S. or “take it” themselves in remarks highlighting tensions with allies over the Iran war. Matt Gertken, BCA Research’s geopolitical and U.S. political strategist, says there is “zero chance” the U.S. will launch a conventional full-scale ground invasion of Iran, but the deep mistrust between the two nations means Tehran is clinging to its nuclear leverage more tightly than ever. Brent Futures ( CO1:COM ) climbed about 0.5%, while Crude Oil Futures ( CL1:COM ) rose nearly 1.2%. The tech-focused Nasdaq Composite ( COMP:IND ) jumped about 1.8%. At the same time, the benchmark S&P 500 ( SP500 ) rose about 1.3%. The blue-chip Dow ( DJI ) climbed nearly 1.1%. Shares of AI chipmaker Nvidia ( NVDA ) surged about 3%, while Advanced Micro Devices ( AMD ) rose nearly 2%. Broadcom ( AVGO ) jumped around 3, while Qualcomm ( QCOM ) was largely flat but in the green. Several other AI and networking-related stocks were also among the gainers. Celestica ( CLS ) surged around 5%, Coherent ( COHR ) soared about 4%, and Ciena ( CIEN ) jumped nearly 3%. Arista Networks ( ANET ), Corning ( GLW ), and Lumentum ( LITE ) each rose about 2%. Cisco ( CSCO ) was also in the green. Applied Optoelectronics ( AAOI ) seemed to buck the trend and dipped about 2%. Marvell Technology ( MRVL ), in which Nvidia is planning a $2B investment, surged about 8%. Arm ( ARM ) and Lattice Semiconductor ( LSCC ) soared around 5%, while GlobalFoundries ( GFS ) surged nearly 4%. Intel ( INTC ) and Taiwan Semico...
Sergii Vasylchenko/iStock via Getty Images Thesis Seagate Technology Holdings plc ( STX ) has had a great run since I recommended the stock back in early October. I still think that STX is a great company and overall in a good position, especially with its emphasis on HDD storage, which should continue to enjoy high-demand amid the AI boom. However, I do believe the AI-boom will cool a bit in the ...
Sergii Vasylchenko/iStock via Getty Images Thesis Seagate Technology Holdings plc ( STX ) has had a great run since I recommended the stock back in early October. I still think that STX is a great company and overall in a good position, especially with its emphasis on HDD storage, which should continue to enjoy high-demand amid the AI boom. However, I do believe the AI-boom will cool a bit in the near term. I’m not in the AI bubble camp, to be clear, and believe that AI will continue to prove disruptive as a technology. That said, investor skepticism over massive AI CapEx spending, along with surging energy prices, could result in a short- to medium-term cooldown. I also suspect we’ll see governments pressuring tech companies to cool energy consumption for now, owing to the conflict in the Middle East and the closure of the Strait of Hormuz. Additionally, Alphabet has unveiled a few new algorithms that could allow LLMs to dramatically increase efficiency in terms of both memory (RAM) and storage. The reveal sent many memory and storage companies into a tailspin, and I believe it accounts for STX’s recent stumbles as well. That said, if my understanding of Google’s algorithms is correct, Seagate is likely not as exposed as memory companies, like SK Hynix, and also storage companies that focus on SSDs, like Western Digital ( WDC ). Seagate obtained more than 90% of its revenues from HDDs as of Q4 2025, rather than SSDs. Alphabet's ( GOOG ) algorithms should have a strong impact on memory and SSD demand, as these focus on the data LLMs frequently store on fast storage solutions. The underlying data lakes, including images, video files, and general text, won’t be as dramatically impacted. The memory/storage stumbles caused by Alphabet's new algorithms are not, I believe, a major threat to STX. While STX is recording strong growth, it is also rather pricey valuation-wise. This high valuation, combined with risk factors, including a cooling AI-race and especially the war ...