Key PointsData centers located on orbital satellites could be powered by abundant solar energy and would not require resource-intensive cooling systems.
Key PointsData centers located on orbital satellites could be powered by abundant solar energy and would not require resource-intensive cooling systems.
Getty Images Introduction: Synopsys (NASDAQ: SNPS ) is a stock I think highly of, having previously assigned it a buy rating. Since my last coverage, the stock has simply put not delivered in terms of price performance. The stock found itself caught up in the recent market phenomenon known as SaaSpocalypse, or the disruption of all software vendors by AI for those unfamiliar with the term. The sha...
Getty Images Introduction: Synopsys (NASDAQ: SNPS ) is a stock I think highly of, having previously assigned it a buy rating. Since my last coverage, the stock has simply put not delivered in terms of price performance. The stock found itself caught up in the recent market phenomenon known as SaaSpocalypse, or the disruption of all software vendors by AI for those unfamiliar with the term. The shares look to be attractive based on historical valuation levels, and despite some lackluster execution of late by the company, investors got a boost this week with news that the renowned activist Elliott Investment Management had taken a multibillion-dollar stake in the company. This feels like a very good entry situation for me. On one hand you have a strong historical compounder that operates in a market with few competitors, secular growth, and pricing power. That compounder finds itself underperforming the market, partly because it was wrongly caught up in a software sell-off in the market. Add to the mix a very serious activist fund with a track record of getting results, and I think that sets the shares up to perform well from here. A bit of longer-term perspective is important to remember: SNPS has delivered close to a 700% total return over the past decade vs. just 290% for the S&P 500. I like SNPS, but I have to admit I expected more from the company in the past year. We are early in 2026, and I think it's shaping up to be far better than 2025. I am keeping my buy rating on SNPS. SaaSpocalypse: SaaSpocalypse, as it has been dubbed, relates to an aggressive sell-off in shares of software companies due to fears that AI would disrupt workflows and alter the economics of the software business model. This, I believe, is potentially true for some software vendors. I am thinking of discretionary, lightly integrated with core business functions, UI-driven software apps that are reliant on seat growth at the customer to continue to expand. These types of firms tend not to br...
Petron Corp. , the Philippines’ only refiner, has procured 2.48 million barrels of crude oil from Russia as the Southeast Asian nation scours the world for alternative suppliers to support domestic energy needs with the war in Iran raging. “If the current crisis persists and alternative crude sources remain unavailable or insufficient, Petron may again be compelled to consider purchases of Russian...
Petron Corp. , the Philippines’ only refiner, has procured 2.48 million barrels of crude oil from Russia as the Southeast Asian nation scours the world for alternative suppliers to support domestic energy needs with the war in Iran raging. “If the current crisis persists and alternative crude sources remain unavailable or insufficient, Petron may again be compelled to consider purchases of Russian crude oil to augment the national fuel supply,” parent San Miguel Corp. said in a statement to market regulators late on Friday. The crude will augment Petron’s inventory of petroleum products until June, San Miguel said, adding that the purchases were made “strictly out of extreme necessity.” On Feb. 28, the same day that the US and Israel launched a military campaign against Iran, Petron was advised that one shipment of 2 million barrels of crude did not gain safe passage at the Strait of Hormuz as Iran announced its closure. A second shipment of 2 million barrels of crude was also cancelled on March 7 due to the heightened risk in the Red Sea and Strait of Hormuz, San Miguel said. The Philippines, which sources nearly all of its oil requirements from the Middle East, is trying to find alternative sources to ease the supply crunch that has triggered an energy emergency declaration by the government. It’s also negotiating for fuel supply from Japan, China, South Korea and India. Manila has said it had 45 days worth of oil supplies as of March 20. Read More: Philippines Receives Russian Oil After US Sanctions Waiver The country is set to receive this week the first batch of diesel from its order of over 1 million barrels, Executive Secretary Ralph Recto said on Sunday, citing “oil diplomacy” efforts by officials led by Energy Secretary Sharon Garin . “From Indonesia also comes the ironclad guarantee of a steady supply of coal,” Recto added. Indonesia is the Philippines’ main supplier of coal which fuels more than half of its power grid. Budget carrier Cebu Air Inc. said it...
After after the US captured Venezuelan President Nicolas Maduro, Signum Global Advisors chairman and founder Charles Myers saw a potential investment opportunity for a country under new leadership. He joins David Gura and Christina Ruffini this morning on Bloomberg This Weekend to discuss his trip to Venezuela and what came of his on-the-ground investigation. Watch the full interview on Bloomberg ...
After after the US captured Venezuelan President Nicolas Maduro, Signum Global Advisors chairman and founder Charles Myers saw a potential investment opportunity for a country under new leadership. He joins David Gura and Christina Ruffini this morning on Bloomberg This Weekend to discuss his trip to Venezuela and what came of his on-the-ground investigation. Watch the full interview on Bloomberg This Weekend and watch the show LIVE every Saturday and Sunday morning. (Source: Bloomberg)
asbe/E+ via Getty Images Back in September 2025, I wrote a bullish article about MillerKnoll ( MLKN ) after the stock had a post-earnings plunge. At that time the stock was trading for about $17, and I suggested accumulating it over time. The stock ended up going even lower into the end of 2025, but then sharply rallied and traded up to around $23 in February 2026. I sold my shares when the stock ...
asbe/E+ via Getty Images Back in September 2025, I wrote a bullish article about MillerKnoll ( MLKN ) after the stock had a post-earnings plunge. At that time the stock was trading for about $17, and I suggested accumulating it over time. The stock ended up going even lower into the end of 2025, but then sharply rallied and traded up to around $23 in February 2026. I sold my shares when the stock rallied, but once again, it has plunged after reporting earnings. I like buying stocks of solid companies after major declines because it can be rewarding to buy stocks when they reach oversold levels and potentially trade at bargain valuations. In recent quarters, there seems to be a pattern with MillerKnoll whereby the stock plunges after earnings are released, and this is concerning. However, there also seems to be a pattern whereby the stock rebounds. I see this company as having very valuable brands and a reputation for high quality, and that, along with a generous dividend, is what I find attractive. However, I am increasingly concerned with repeated post-earnings stock plunges and also with macroeconomic concerns. With all of this in mind, let's take an updated look at this stock: The Chart As shown in the chart below, this stock is volatile, and it almost doubled in value from the lows of about $13 in November last year as it surged to nearly $23 in February. But, once again, it has plunged and now trades for about $15 per share. This stock is now at oversold levels, and it trades well below the 50-day moving average, which is around $20, and the 200-day moving average, which is just over $18. This stock seems to have found some support in the $14 to $15 range, but this is very close to lows it hit in the $13 range late last year, so I would not be surprised if it retests those lows, especially as the stock market continues to be under pressure from the war in Iran. stockcharts.com Q3 Earnings Results On March 26, MillerKnoll announced Q3 earnings results , which sh...
Deagreez/iStock via Getty Images Co-authored with Hidden Opportunities If you’ve watched Breaking Bad , there’s a scene where Jesse Pinkman places a big pizza order for himself and his friends. They’re starving. The pizzas finally arrive… and they aren’t cut. What good is a pizza if it isn’t sliced? It can’t be shared, and it’s awkward to eat. In practical terms, it’s almost useless at that moment...
Deagreez/iStock via Getty Images Co-authored with Hidden Opportunities If you’ve watched Breaking Bad , there’s a scene where Jesse Pinkman places a big pizza order for himself and his friends. They’re starving. The pizzas finally arrive… and they aren’t cut. What good is a pizza if it isn’t sliced? It can’t be shared, and it’s awkward to eat. In practical terms, it’s almost useless at that moment. Having a delicious pie in front of you is not the same as eating it. The stock market works in a surprisingly similar way. Owning equities for long-term capital appreciation is a good thing, on paper. When your portfolio grows, those numbers go up. It feels good; you feel wealthier. But those gains are like that uncut pizza, valuable, yet not immediately usable. The only way to actually use them is to sell them. But unlike Jesse’s situation, where you can simply grab a knife or pizza cutter and divide the pie as you see fit, selling shares comes at a cost. When you sell, those shares are gone, and they no longer generate returns, no longer compound, and no longer contribute to your future income. And that’s where the real challenge begins. Selling shares periodically requires timing, judgment, and the willingness to part with an asset that could continue compounding. If you get it wrong, you either leave money on the table or sell into the market weakness. At High Dividend Opportunities , we take a different approach. Instead of relying on selling pieces of our portfolio to fund our needs, we focus on building positions that pay us consistently, turning our portfolio into something that delivers usable income without forcing us to dismantle it. Today, we’ll look at two such opportunities that deliver steady monthly cash flows. Pick #1: RNP – Yield 8.3% Cohen & Steers REIT and Preferred and Income Fund ( RNP ) is a leveraged CEF that operates as a rare hybrid of REIT common stock and non-REIT preferred securities, making it quite sensitive to interest rates. About 52% of t...
A Finnish startup, Donut Lab, says it has developed a production-ready solid-state battery that could dramatically improve electric vehicle performance. The company claims its technology offers far higher energy density than today’s lithium-ion batteries, ultra-fast charging and longer lifespan, while avoiding rare materials and flammable components. The announcement has drawn attention, but also ...
A Finnish startup, Donut Lab, says it has developed a production-ready solid-state battery that could dramatically improve electric vehicle performance. The company claims its technology offers far higher energy density than today’s lithium-ion batteries, ultra-fast charging and longer lifespan, while avoiding rare materials and flammable components. The announcement has drawn attention, but also doubt, The Wall Street Journal reported on Friday. Industry leaders question whether a relatively unknown firm could outpace established players that have spent years pursuing similar technology. Many executives suggest bold battery claims often prove difficult to deliver at scale. Donut Lab says it is addressing skepticism by releasing test data and technical details publicly. The company argues that resistance is expected when new technology challenges entrenched manufacturers. If the claims hold up, the impact would be significant. Electric vehicles could travel much farther on a single charge, recharge in minutes and weigh less due to simpler cooling systems. However, competition is intensifying. Contemporary Amperex Technology Co. Limited ( CTATF ) ( CYATY ) and other manufacturers are pursuing similar advances, with some reporting even higher energy density targets and early-stage production efforts. Chinese automakers and suppliers are accelerating development ahead of new regulatory standards and supply chain goals. Major global automakers are also in the race. Toyota ( TM ) ( TOYOF )continues to target late-decade commercialization, while Mercedes-Benz ( MBGAF ) ( MBGYY ) has already tested prototype vehicles using solid-state cells from partners. Despite the excitement, some experts urge caution. Moving from prototypes to mass production remains a major hurdle, and existing lithium iron phosphate batteries already meet many consumer needs with lower costs and improving performance. Meanwhile, rapid advances in conventional battery technology and charging infrastru...
French factory closures jumped almost 30% last year after rising pressure from Asian competitors and the blow from US tariffs, while the number of new openings also declined. About 160 plants were shuttered, up from 121 in 2024, according to data published Sunday by the finance ministry, which also cited the impact of higher energy prices. Approximately 103 factories opened last year, compared wit...
French factory closures jumped almost 30% last year after rising pressure from Asian competitors and the blow from US tariffs, while the number of new openings also declined. About 160 plants were shuttered, up from 121 in 2024, according to data published Sunday by the finance ministry, which also cited the impact of higher energy prices. Approximately 103 factories opened last year, compared with 115 in 2024. Among the sectors most hit by closures or significant production cuts are agrifood, transportation, consumer goods and construction. Companies from steelmaker ArcelorMittal to auto parts supplier Valeo have been closing down after a slump in demand. “The worsening of the international environment weighs heavily,” the ministry said in its report. ArcelorMittal said last year it would cut around 600 jobs at seven sites in northern France as the European steel industry faces dwindling demand. Chemicals company Arkema also shut down some activities at a site in the country. In late 2024, Valeo cited a gloomy outlook for the car industry and competition from cheaper Chinese products when it announced plans to close two plants in France. The government’s survey does not take into consideration the value of a site. A gigafactory and a startup’s new factory would each count as one unit.