Nearly half of The Washington Post's journalists were laid off as part of restructuring efforts announced by the news outlet last week, much higher than the one-third estimate expected by the industry. A Monday report by Washingtonian, citing WaPo's journalist union data, said the Jeff Bezos-owned news publication let go between 350 and 375 workers, adding that the move may have been "the biggest ...
Nearly half of The Washington Post's journalists were laid off as part of restructuring efforts announced by the news outlet last week, much higher than the one-third estimate expected by the industry. A Monday report by Washingtonian, citing WaPo's journalist union data, said the Jeff Bezos-owned news publication let go between 350 and 375 workers, adding that the move may have been "the biggest one-day wipeout of journalists in a generation." The Post had 790 journalists in its employ before the layoff was executed. At the high end of the new estimate, about 47.5% of the newsroom workforce was slashed. The cuts have completely wiped out WaPo's Sports, Books, and Staff Photography divisions and have heavily hurt the Metro unit and foreign bureaus, the report said, notably in South Korea, where a round-the-clock team of more than a dozen people has been impacted. More on Amazon Newsroom workforce to be hit in Washington Post's latest layoffs Amazon: I'm Buying Hand Over Fist At These Price Levels Amazon's Share Price Dip Overlooks The Long-Term Growth Opportunity (Rating Upgrade) Amazon: It's Time To Spin Off AWS Rising capex for the Mag 7 may be a catalyst for them to underperform the market – analyst Amazon said to pitch AI content marketplace to publishers
David Marcus, the former PayPal president, says the company has been mismanaged for too long and needs to be saved. “The company still has formidable assets, but I think there’s not a lot of time to actually fix whatever’s left there," he said on Bloomberg Crypto. (Source: Bloomberg)
David Marcus, the former PayPal president, says the company has been mismanaged for too long and needs to be saved. “The company still has formidable assets, but I think there’s not a lot of time to actually fix whatever’s left there," he said on Bloomberg Crypto. (Source: Bloomberg)
After years of U.S. dominance, international and emerging markets equities are outperforming the domestic market despite the strong narrative of a U.S.-led artificial intelligence revolution. Are these early innings of a broader regime shift? Or is it just a trade as investors get cold feet with the massive AI capital expenditures and corresponding return on investment on that spend, before U.S. e...
After years of U.S. dominance, international and emerging markets equities are outperforming the domestic market despite the strong narrative of a U.S.-led artificial intelligence revolution. Are these early innings of a broader regime shift? Or is it just a trade as investors get cold feet with the massive AI capital expenditures and corresponding return on investment on that spend, before U.S. equities power ahead once again as AI becomes our reality? Investors cite the onshoring, reshoring, protectionist policies of the Trump administration combined with better valuations in overseas equity that are driving this rotation. At Inside Edge Capital we do like to know the data — earnings and economic — behind our investment decisions, but we also consider ourselves "visual investors." Looking at the charts gives us insight into key macro rotations happening in real time as markets discount the unknown, unreported future data. That's a key distinction that you must keep in mind: Price changes you see today are not in reaction to data that is printed today. Today's price changes are the markets discounting expected data six, nine, 12 and even 18 months from now. Let's get into the maps and try to answer the question of whether this is a regime shift or an overreaction to AI cold feet. This is the monthly closing chart of the iShares MSCI Emerging Markets ETF (EEM) . You'll see EEM has rallied sharply since 2023 by about 78%, but there is precedent with a prior 83% and 85% rally is about as far as it'll go, suggesting there is resistance at around $65 in the chart — last price of $60.66. For your reference I've included the sector and country weights in the graphic. Notice that Asia-Pacific is about 75% of the weighting. Now we're going to look at "ratio charts." Instead of looking at one security by itself, we're going to divide one security into another one to see a ratio chart. It's a quick way to see relative performance of one security versus another. If the chart o...
CalypsoArt/iStock via Getty Images Hedge funds aggressively ramped up record-breaking short positions on U.S. stocks last week, the highest since 2016 per Goldman Sachs data, amid AI disruption fears and four straight weeks of heavy net equity selling, echoing April's Liberation Day pace. In light of this, below is a list of the top 10 bullish small-cap stocks with high short interest, ranked acco...
CalypsoArt/iStock via Getty Images Hedge funds aggressively ramped up record-breaking short positions on U.S. stocks last week, the highest since 2016 per Goldman Sachs data, amid AI disruption fears and four straight weeks of heavy net equity selling, echoing April's Liberation Day pace. In light of this, below is a list of the top 10 bullish small-cap stocks with high short interest, ranked according to Seeking Alpha’s Quant Ratings. The list includes companies with short interest levels ranging from approximately 16% to over 39%, spanning sectors such as apparel retail, oil and gas refining, consumer finance, and biotechnology. Designer Brands ( DBI ) and Green Plains ( GPRE ) top the list with near-perfect Quant Ratings of 4.94 and 4.92, respectively. EZCORP ( EZPW ) and Sally Beauty Holdings ( SBH ) follow closely behind, while Nektar Therapeutics ( NKTR ) rounds out the top five with a rating of 4.63. The biotechnology sector is well represented, with AnaptysBio ( ANAB ), Esperion Therapeutics ( ESPR ), KalVista Pharmaceuticals ( KALV ), Rigel Pharmaceuticals ( RIGL ), and Iovance Biotherapeutics ( IOVA ) all appearing on the list. Seeking Alpha’s Quant Ratings grade stocks based on their relative performance on critical quantitative measures, including valuation, growth, stock momentum, and profitability. Ratings are given on a scale from 1 to 5, with any rating of 3.5 or above considered a bullish rating and any rating of 2.5 or below considered bearish. Here is the list: Designer Brands ( DBI ), Quant Rating: 4.94 Green Plains ( GPRE ), Quant Rating: 4.92 EZCORP ( EZPW ), Quant Rating: 4.87 Sally Beauty Holdings ( SBH ), Quant Rating: 4.80 Nektar Therapeutics ( NKTR ), Quant Rating: 4.63 AnaptysBio ( ANAB ), Quant Rating: 4.57 Esperion Therapeutics ( ESPR ), Quant Rating: 4.50 KalVista Pharmaceuticals ( KALV ), Quant Rating: 4.12 Rigel Pharmaceuticals ( RIGL ), Quant Rating: 4.06 Iovance Biotherapeutics ( IOVA ), Quant Rating: 3.84 More on small caps Sally ...
MarioGuti/iStock via Getty Images Victoria's Secret ( VSCO ) longtime owner Les Wexner is back in the spotlight after internal FBI and DOJ records from 2019 that were released as part of the Epstein files list him as a "co‑conspirator" or "secondary co‑conspirator" in the sex‑trafficking investigation. Some documents released also state there was “limited evidence” of Wexner's involvement, and it ...
MarioGuti/iStock via Getty Images Victoria's Secret ( VSCO ) longtime owner Les Wexner is back in the spotlight after internal FBI and DOJ records from 2019 that were released as part of the Epstein files list him as a "co‑conspirator" or "secondary co‑conspirator" in the sex‑trafficking investigation. Some documents released also state there was “limited evidence” of Wexner's involvement, and it does not appear he was treated as a formal target. Looking back, Les Wexner bought Victoria's Secret ( VSCO ) in 1982 from founder Roy Raymond for about $1M when it had five stores, a catalog, and modest but troubled finances. Having already built The Limited into a successful women’s apparel chain, Wexner saw lingerie as a natural adjacency aimed at the same young female customer. After the acquisition, he quickly transformed Victoria's Secret ( VSCO ) into a mass, mall‑based lingerie brand designed primarily around how women themselves shopped and wanted to feel. Stores were redesigned with polished decor and a more coherent product assortment, while the catalog and later TV campaigns promoted a glamorous image. The chain eventually expanded to around 1,000 stores as it captured an estimated one‑third of the U.S. intimate‑apparel market. Wexner leaned into supermodels and spectacle, launching the Victoria’s Secret Fashion Show in 1995, which helped turn the brand into a pop-culture fixture. Wexner employed Jeffrey Epstein as a close adviser, and Epstein’s use of his perceived access to Victoria's Secret ( VSCO ) models became part of the reputational damage surrounding the scandal. Wexner’s era effectively ended with his resignation as L Brands CEO and chairman in 2020. More on Victoria’s Secret Victoria's Secret: Earnings Quality Has Significantly Improved Victoria's Secret: A Glamorous Comeback In The Making - Hold Victoria's Secret: The Brand Is Regaining Momentum Trump bought bonds worth $51M since November Gap, Victoria's Secret, and Urban Outfitters set up for succe...
AI is delivering impressive business results for these two giants. Artificial intelligence remains a hot investment area in 2026, but it's also a volatile sector. For example, Wall Street was disappointed in the latest earnings reports from Advanced Micro Devices (AMD 0.79%) and Alphabet (GOOGL 1.47%)(GOOG 1.51%), contributing to a share price drop for both. This volatility creates opportunities f...
AI is delivering impressive business results for these two giants. Artificial intelligence remains a hot investment area in 2026, but it's also a volatile sector. For example, Wall Street was disappointed in the latest earnings reports from Advanced Micro Devices (AMD 0.79%) and Alphabet (GOOGL 1.47%)(GOOG 1.51%), contributing to a share price drop for both. This volatility creates opportunities for the astute long-term investor. Now is the time to scoop up shares in AMD and Alphabet. After all, one earnings report does not define how these companies will perform over the long run. But is one a better long-term investment in AI? To answer that question, let's dive into where they stand currently. A look into AMD AMD wrapped up 2025 on a strong note. Revenue in its fiscal fourth quarter, ended Dec. 27, was a record $10.3 billion. Each of its divisions, from data centers to gaming, experienced year-over-year Q4 sales growth. AMD's excellent results were thanks to the fast-growing artificial intelligence market. Customers are rushing to buy the company's products to build the computing power needed for AI. This demand is expected to continue. AMD forecasted fiscal Q1 revenue of about $9.8 billion, representing 32% growth from the prior year's $7.4 billion, which was record first quarter revenue at the time. That prediction was not enough for Wall Street's sky-high expectations, leading to AMD's share price drop. Expand NASDAQ : AMD Advanced Micro Devices Today's Change ( -0.79 %) $ -1.70 Current Price $ 214.30 Key Data Points Market Cap $352B Day's Range $ 213.80 - $ 219.37 52wk Range $ 76.48 - $ 267.08 Volume 721K Avg Vol 40M Gross Margin 45.99 % How Alphabet is faring Alphabet also delivered a strong performance. Its Q4 sales soared 18% year over year to $113.8 billion. This enabled Alphabet's 2025 revenue to exceed $400 billion for the first time. Its ubiquitous Google search engine was a key contributor here as the division's Q4 sales reached $63.1 billion, up from...
Tesla Inc’s strategic pivot toward large-scale solar manufacturing could unlock between $20 billion and $50 billion in additional equity value for its energy division, according to new analysis from Morgan Stanley, though the firm maintains a cautious stance on the stock amid concerns over mounting capital expenditures. Top Australian Brokers Pepperstone - multi-asset Australian broker - Read our ...
Tesla Inc’s strategic pivot toward large-scale solar manufacturing could unlock between $20 billion and $50 billion in additional equity value for its energy division, according to new analysis from Morgan Stanley, though the firm maintains a cautious stance on the stock amid concerns over mounting capital expenditures. Top Australian Brokers Pepperstone - multi-asset Australian broker - Read our review eToro - Social and copy trading platform - Read our review Get Ahead of the Market Smarter investing starts with better information. The Bull Premium gives you everything you need to grow your wealth and build your future. You will get: Early access to 18 Share Tips - delivered 3 days early A comprehensive weekly market outlook An exclusive complete investing course Sign up today and get your first week free Tesla Shares up on Solar Ambitions Tesla shares traded at $423.46 on Tuesday, up $6.14 or 1.47% from the previous close, with intraday movement ranging from $416.74 to $427.21. The modest gain comes as markets digest the implications of the company’s ambitious solar expansion plans against a backdrop of significant near-term cash consumption. Volume reached 36.4 million shares as the stock continues to trade near Morgan Stanley’s $415 price target, which the firm recently lowered from $425. Core Details Morgan Stanley’s analysis centers on Tesla’s plan to add 100 gigawatts of solar manufacturing capacity, primarily at its Buffalo, New York Gigafactory. The firm estimates this expansion could contribute approximately $6 to $14 per share to Tesla Energy’s equity value, which Morgan Stanley currently pegs at $140 billion or $40 per share. At full capacity, the solar business could represent a meaningful but not transformative addition to Tesla’s overall valuation. The investment bank maintains its Equalweight rating, suggesting the stock is fairly valued at current levels. While the solar initiative offers long-term strategic benefits through vertical integration of...
Foreign buyers of Treasury debt have been scooping up a growing share of note and bond auctions in recent months, allaying fears that tarnished haven status and large deficits would drive them away, according to interest-rate strategists at TD Securities. Foreign and international accounts were allotted about 19% of the auctions in January, the largest share in nearly three years, Treasury Departm...
Foreign buyers of Treasury debt have been scooping up a growing share of note and bond auctions in recent months, allaying fears that tarnished haven status and large deficits would drive them away, according to interest-rate strategists at TD Securities. Foreign and international accounts were allotted about 19% of the auctions in January, the largest share in nearly three years, Treasury Department data analyzed by TD show. In the past five years, the share has been as high as nearly 25% in early 2022, from which it dropped to under 10% in November 2024. The US sells seven types of conventional Treasury debt with maturities ranging from two to 30 years, as well as three types of Treasury inflation-protected securities, or TIPS. The increase in auction shares allotted to foreign accounts “has been relatively broad-based,” TD strategists Gennadiy Goldberg , Jan Nevruzi and Molly Brooks say in a report. “The more data we get, the more we suspect that this ‘Sell America’ trade is more narrative than reality,” Goldberg said in an interview. The trading theme emerged in April 2025 when President Donald Trump rattled markets by announcing broad-based tariffs, and was revived last month when he resumed efforts to acquire Greenland from Denmark, a NATO ally, over its objections. Why Even a Hint of ‘Sell America’ Rattles Markets: QuickTake Separate Treasury Department data show that while foreign investors sold $53 billion of Treasuries after the April 2025 tariff announcement, they subsequently added $354 billion of Treasuries through November. “When you ask a lot of foreign investors what they’re doing with their Treasury holdings, they’ll admit their nervousness around other investors selling but most — at least in our experience — haven’t admitted to selling their Treasuries themselves,” Goldberg said. Foreign auction participation increased notably in November and December, suggesting that increased term premium — the excess yield offered by 10-year Treasury debt relat...
PM Images/DigitalVision via Getty Images Overview The story of CVS Health Corporation ( CVS ), at least from an investment perspective, is how well it can convert its $400 billion-plus in revenues to cash. Despite all the complexities and business segments within CVS, it really is as simple as that. The healthcare conglomerate’s Q4 2025 results were a mixed bag–owing to record breaking annual reve...
PM Images/DigitalVision via Getty Images Overview The story of CVS Health Corporation ( CVS ), at least from an investment perspective, is how well it can convert its $400 billion-plus in revenues to cash. Despite all the complexities and business segments within CVS, it really is as simple as that. The healthcare conglomerate’s Q4 2025 results were a mixed bag–owing to record breaking annual revenue overshadowed by persistent medical cost pressures in its Aetna unit. So the focus is on CVS’s ability to improve efficiency throughout its organization to buoy Medicare Advantage pressures. The article that follows reviews CVS’s FY 2025 results , projects discounted cash flows (and ascertains what it implies about market expectations), and discusses ways the company can overcome pressure on its Aetna business. Medicare Advantage Before I get into Q4 results, we need to address the “elephant in the room,” which is rising healthcare costs and its implications on Medicare Advantage providers – like CVS. I recently penned an article regarding Medicare Advantage providers following the CMS’s “ flat ” rate proposal change for 2027. Briefly, many argue that government reimbursements are not compensating for rising medical costs–leaving providers no choice but to cut benefits and intentionally lower membership counts. CVS’s exposure to Medicare Advantage can be described as “moderate” at an enterprise level. In FY 2025, its “government” premiums (which are heavily weighted toward Medicare Advantage) made up $103.4 billion of its $143.4 billion total Health Care Benefits revenue. For you math wizards out there, that’s about 25% of CVS’s total enterprise revenue ($402.1 billion). Author's Compilation Another key part to understanding CVS’s Medicare Advantage impact is in its Medical Benefit Ratio–or MBR. This is calculated as “Medical Claims Paid + Quality Improvement Expenses / Total Premiums Collected.” A high MBR (>90%) tells you that a vast majority of revenue is being eaten ...
A Market Crash And Recession Are Bullish, Not Bearish Authored by Charles Hugh Smith via OfTwoMinds blog, This isn't "Capitalism," it's Model Collapse ushering in the inevitable conflagration. One of the most peculiar hyper-normalized hallucinations about "Capitalism" is that markets and the economy "should always go up" and if they don't, something is terribly wrong and somebody better do somethi...
A Market Crash And Recession Are Bullish, Not Bearish Authored by Charles Hugh Smith via OfTwoMinds blog, This isn't "Capitalism," it's Model Collapse ushering in the inevitable conflagration. One of the most peculiar hyper-normalized hallucinations about "Capitalism" is that markets and the economy "should always go up" and if they don't, something is terribly wrong and somebody better do something to fix it. Remarkably, this hyper-normalized hallucination is the exact opposite of real-world "Capitalism," which relies on the periodic clearing of excesses of debt, leverage and speculation as its essential mechanism of self-correction and adaptation. If these are stripped out, "Capitalism" fails as a system. The two charts of the NASDAQ stock index below illustrate the astounding divide between a real-world understanding of "Capitalism" and the hyper-normalized hallucination of always goes up "Capitalism." Various justifications are trotted out to support the "markets and GDP should always go up" narrative: 1. There's always a Bull Market somewhere. In other words, the market and "growth" are always going up somewhere, and so rotating out of flat sectors into growing sectors enables markets to always go up. 2. The economy can no longer survive a market crash or recession , and so we can't allow either to happen. Spoiler alert: If the market and economy cannot survive self-correction, then "Capitalism" as a system has already failed. 3. The Federal Reserve has mastered the art of manipulating--oops, I mean managing--the market and economy via adjusting the dials of liquidity, stimulus, money supply, cost of credit, etc. As a happy result of their god-like financial powers, markets and GDP will never go down again, barring an alien invasion or asteroid strike. These justifications overlook the need for systems to self-correct self-reinforcing excesses that reflect the inevitable self-reinforcing human emotions: greed / confidence and doubt / fear: soaring markets gener...