winhorse/iStock Unreleased via Getty Images Ralph Lauren Corporation ( RL ) is enjoying a strong run of better-than-expected operating performance and outstanding share price performance. Though shares in the luxury lifestyle product company are down on a YTD basis, RL is still sitting on gains of over 40% in the past year. The stock is also continuing to trade near the upper boundaries of its 52-...
winhorse/iStock Unreleased via Getty Images Ralph Lauren Corporation ( RL ) is enjoying a strong run of better-than-expected operating performance and outstanding share price performance. Though shares in the luxury lifestyle product company are down on a YTD basis, RL is still sitting on gains of over 40% in the past year. The stock is also continuing to trade near the upper boundaries of its 52-week range despite the broader market volatility. Seeking Alpha - 1-YR Share Price Returns Of RL Stock The outperformance in an era of more cautious consumer spending in the face of higher inflation could perhaps come as a surprise to some. The company, however, has made significant inroads with the younger generations, and this has served as one significant tailwind. At current trading levels, I’m neutral on the stock but do believe shares are worth a watch for any meaningful pullbacks that may occur as a result of continuing market volatility. RL Stock Key Metrics Despite its significant rise over the last five years, shares in RL still trade at what I would view as a reasonable valuation . At 20x forward earnings, shares aren’t necessarily richly priced, especially when compared to the multiples commanded elsewhere in the broader markets. Multiples are also just a touch higher than RL’s own historical averages. Seeking Alpha - Valuation Metrics Of RL Stock The Seeking Alpha (“SA”) quants don’t exactly see it that way, with the quants grading RL as an “F” on valuation. This is likely due to RL’s premium pricing relative to the sector averages. In my view, however, RL’s operating performance and growth metrics justify the premium. Others across both the SA community and Wall Street would likely agree, with both analyst populations largely seeing shares as a Buy at current trading levels. Wall Street, in fact, sees nearly 20% upside ahead , with shares seen as fairly valued at the $405/share mark. This is somewhat ambitious in today’s market, in my opinion, but I believe th...
CVS Health ( NYSE: CVS ) is trading in the green after six consecutive losing sessions, up 2.45% at $73.04 on Tuesday afternoon. CVS has fallen 6.36% over the past six sessions, compared with a 0.77% decline in the benchmark S&P 500 over the same period. For 2025, the stock is down 9.58%, as compared to a 3.86% drop in the S&P 500 index. Seeking Alpha analyst Edmund Ingham rated CVS a Buy, citing ...
CVS Health ( NYSE: CVS ) is trading in the green after six consecutive losing sessions, up 2.45% at $73.04 on Tuesday afternoon. CVS has fallen 6.36% over the past six sessions, compared with a 0.77% decline in the benchmark S&P 500 over the same period. For 2025, the stock is down 9.58%, as compared to a 3.86% drop in the S&P 500 index. Seeking Alpha analyst Edmund Ingham rated CVS a Buy, citing a bullish outlook for 2026–2027 driven by margin recovery and attractive valuation metrics. The company’s 2026 guidance points to an improved medical benefit ratio, GAAP EPS of $6.04, and margin expansion across all divisions despite flat revenues. Risks include high leverage, regulatory uncertainty, and volatility in government reimbursement, though these appear to be largely priced into CVS’s current valuation. CVS also recently reached an agreement with the U.S. Federal Trade Commission to settle allegations tied to insulin pricing by its PBM unit, Caremark. Looking at Seeking Alpha’s Quant rating , CVS has a Hold rating with a score of 3.30 out of 5. The company was rated A+ for profitability, while it got a D- for growth and an A for valuation. While Wall Street analysts and Seeking Alpha analysts remain broadly bullish on CVS, issuing a Strong Buy rating and a Buy rating, respectively. More on CVS CVS Health Corporation (CVS) Presents at Leerink Global Healthcare Conference 2026 Transcript CVS Health: Stop Catastrophizing, Start Believing - Here's Why CVS Health: Why Margin Compression In Aetna Limits The Upside For 2026 CVS Health settles FTC case over insulin pricing Medicare Advantage payments in focus as regulator says insurers yet to rein in costs
Lawsuit argues XAI failed to disclose risks, limitations and exposure to harm that come with using chatbot The mayor and city council of Baltimore, Maryland, filed a lawsuit against Elon Musk’s xAI company on Tuesday, alleging that its Grok chatbot violated consumer protections by generating nonconsensual sexualized images. Baltimore’s lawsuit argues that xAI deceptively marketed Grok as a general...
Lawsuit argues XAI failed to disclose risks, limitations and exposure to harm that come with using chatbot The mayor and city council of Baltimore, Maryland, filed a lawsuit against Elon Musk’s xAI company on Tuesday, alleging that its Grok chatbot violated consumer protections by generating nonconsensual sexualized images. Baltimore’s lawsuit argues that xAI deceptively marketed Grok as a general-purpose AI assistant and X as a mainstream social media site, failing to disclose the risks, limitations and exposure to harm that come with using the platform and chatbot. The suit, filed in the circuit court for Baltimore city, argues that the court has jurisdiction over xAI given that the company advertises and operates in Baltimore. Continue reading...
Club reveal agreement with legendary forward Egyptian wanted to let fans know as early as possible Mohamed Salah is to leave Liverpool at the end of this season after nine years, the club has announced. Liverpool said in a statement that Salah “expressed his wish to make this announcement to the supporters at the earliest possible opportunity to provide transparency about his future due to his res...
Club reveal agreement with legendary forward Egyptian wanted to let fans know as early as possible Mohamed Salah is to leave Liverpool at the end of this season after nine years, the club has announced. Liverpool said in a statement that Salah “expressed his wish to make this announcement to the supporters at the earliest possible opportunity to provide transparency about his future due to his respect and gratitude for them”. Continue reading...
JL Images Molson Coors Beverage Company ( TAP ) created some buzz in the beverage sector after announcing that it acquired Atomic Brands, owner of Monaco Cocktails. The company is looking to expand its U.S. beyond-beer RTD portfolio and advance its Horizon 2030 growth strategy. The spirits-based canned cocktail brand was founded in 2012 and is sold in over 70,000 U.S. outlets. The deal is expected...
JL Images Molson Coors Beverage Company ( TAP ) created some buzz in the beverage sector after announcing that it acquired Atomic Brands, owner of Monaco Cocktails. The company is looking to expand its U.S. beyond-beer RTD portfolio and advance its Horizon 2030 growth strategy. The spirits-based canned cocktail brand was founded in 2012 and is sold in over 70,000 U.S. outlets. The deal is expected to close in the next few weeks, and Monaco will be integrated via Molson's ( TAP ) overlapping distributor network. Weighing in on the deal, TD Cowen analyst Robert Moskow noted that while Monaco's growth has slowed in the past year, it is still considered a strong brand in the rapidly evolving RTD spirits category. Moskow and his team anticipate a 1% lift to Molson Coors' ( TAP ) revenue from the acquisition. Notably, Moskow highlighted that Monaco is known for its full-flavor and high 9% ABV marketing that caters to lower-income consumers. In terms of affordability, Monaco's single-serve is also priced 30% lower than the spirits RTD single-serve category average, per Moskow. "Given the steep discount, we think the brand is positioned as a more affordable spirits-based RTD for value-oriented drinkers who want a better-tasting, higher-ABV option than flavored malt-based RTDs but aren't willing to pay a premium for a brand like Cutwater. TD Cowen has a Hold rating on the beverage stock. UBS analyst Peter Grom and his team view the Monaco deal as consistent with TAP's broader efforts to diversify beyond core beer and build exposure into higher-growth categories, especially in categories where consumer demand has remained more resilient. "While we think the acquisition enhances the company's beyond-beer portfolio, we do not view it as thesis-changing near term, as the key debate for investors remains centered on the trajectory of the core beer business," warned Grom. The firm kept a Neutral rating on Molson Coors ( TAP ) in place. More on Molson Coors Molson Coors Beverage Co...
Sheikh Hamad bin Jassim Al Thani , a billionaire member of the Qatari royal family, and Amazon.com Inc. have joined the latest funding round for German startup Neura Robotics . HBJ, as the former Qatari premier is known, recently became a shareholder in Neura Robotics through a unit of his holding company Prime Capital SA, according to corporate registry filings. Qualcomm Ventures , stablecoin iss...
Sheikh Hamad bin Jassim Al Thani , a billionaire member of the Qatari royal family, and Amazon.com Inc. have joined the latest funding round for German startup Neura Robotics . HBJ, as the former Qatari premier is known, recently became a shareholder in Neura Robotics through a unit of his holding company Prime Capital SA, according to corporate registry filings. Qualcomm Ventures , stablecoin issuer Tether and German industrial group Robert Bosch GmbH also invested in the company as part of the same March capital hike, the filings show. Bloomberg News reported previously that Neura Robotics was in talks to raise about €1 billion ($1.2 billion) in a funding round that could value the Metzingen-based company at about €4 billion, with the possibility that the size of the deal could still increase. Auto supplier Schaeffler AG and Roland Berger Industries GmbH also participated in the fundraising, according to the latest registry filings. The funding will help Neura Robotics as it seeks to develop an artificial intelligence-powered humanoid robot. The company is competing against several well-capitalized firms making bipedal robots designed to lift heavy objects and automate repetitive tasks, powered by rapid advances in AI software. Representatives for Neura Robotics, Amazon, Schaeffler and Bosch declined to comment. Spokespeople for Qualcomm Ventures and Tether didn’t immediately respond to queries. Calls to Roland Berger’s office weren’t answered outside regular business hours, while contact details for Prime Capital couldn’t immediately be located. AI-Powered Robots Qatar’s Al Thani, who previously ran the gas-rich emirate’s sovereign wealth fund, is one of the most high-profile Middle Eastern investors. During his tenure at the Qatar Investment Authority , it built stakes in prestigious European companies including commodities trader Glencore Plc , British lender Barclays Plc and luxury department store Harrods. The fund also became one of Credit Suisse’s top share...
MajaPhoto/iStock Editorial via Getty Images Following our last analysis of H1 results, we are back to comment on Exor N.V. ( EXXRF ). For our new readers, Exor is the publicly listed holding company of the Agnelli family and holds key equity stakes in companies such as Stellantis , CNH Industrial , Ferrari , and Koninklijke Philips . Here at the Lab, we are one of the few contributors that covers ...
MajaPhoto/iStock Editorial via Getty Images Following our last analysis of H1 results, we are back to comment on Exor N.V. ( EXXRF ). For our new readers, Exor is the publicly listed holding company of the Agnelli family and holds key equity stakes in companies such as Stellantis , CNH Industrial , Ferrari , and Koninklijke Philips . Here at the Lab, we are one of the few contributors that covers all Exor's main underlying investments. Exor released its annual results on 23 March 2026, and we see much of our upside still intact. That said, since our last update, Exor's share price has declined by more than 25% (Fig. 1); therefore, today we are looking more closely at the company's release and projections. As a reminder, Exor's investment equity story was backed by 1) NAV discount combined with higher earnings diversification/asset rotation, 2) buyback execution, 3) Lingotto upside, and 4) Philips tailwinds. Mare Evidence Lab's Rating Update Fig 1 Exor Results and Our Positive Stance The company reported a NAV per share down 8.1% (Fig. 2), while MSCI performance (which considers FX) was up 5.4%. NAV decreased was mainly due to the lower valuation of Exor's public equity portfolio. In detail, the underperformance was driven by Ferrari and Stellantis and was partially offset by Iveco disposal and Lingotto results. In numbers, Ferrari NAV declined from €18.3 billion (December 2024) to €12 billion (December 2025). Similarly, Stellantis' value fell from €5.7 billion to €4.3 billion over the same period. We'll revisit the Lingotto comment in our upside section, but we want to report that Exor's asset management division reached $10 billion in assets under management (AuM). Going back to the holding results, Exor Gross Asset Value reached €37.1 billion with a NAV of €33.2 billion. In 2024, GAV and NAV were at €42.4 billion and €38.2 billion, respectively. Looking at the balance sheet, the company has strengthened its position. With disposals and dividends received, Exor's c...
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets were mostly lower Tuesday as uncertainty over the Iran war continues. There was a comeback in the works earlier in the session, but stocks gave up their gains after The Wall Street Journal reported that the Pentagon plan...
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets were mostly lower Tuesday as uncertainty over the Iran war continues. There was a comeback in the works earlier in the session, but stocks gave up their gains after The Wall Street Journal reported that the Pentagon plans to send 3,000 soldiers from the Army's 82nd Airborne Division to the Middle East. Officials told the Journal that no decision has been made on whether to send ground troops into Iran. Oil was moving higher again, with West Texas Intermediate crude up about 5% to $92 per barrel. Bond yields were rising as well, with the 10-year Treasury yield around 4.41%. Corning has been a top performer this week , driven by strong back-to-back gains. The roughly 9.5% surge on Tuesday alone comes after a fiber optic networking company, Applied Optoelectronics , announced that a major hyperscale customer placed a new order for 800G single mode-data center transceivers to help expand its network capacity for AI-driven workloads. Applied Optoelectronics, whose stock soared nearly 20% on the news, said the order was worth more than $53 million, and it's expected to be the first of many. Rosenblatt Securities analysts speculated that the order was from Oracle . The announcement is sparking a rally across optical names, with Corning, Lumentum , and Coherent some of the biggest gainers. Fiber optic cables are what plug directly into transceivers. As for Corning, we're still watching to see whether it announces additional multiyear strategic partnerships similar to the up-to-$6 billion agreement it struck with Meta Platforms in January. Optical fiber, cable, and connectivity solutions are critical components of data center buildouts, and hyperscalers may be wise to secure supply in advance. Home Depot said Tuesday its SRS Distribution subsidiary is buying Mingledorff's , a leading wholesale dist...
Latin America’s largest oil producer Petrobras is moving to contain war-fueled energy inflation in an election year, aligning with government efforts that could backfire and lead to diesel shortages in Brazil. The state-controlled company is selling fuel below international prices, squeezing importers and contributing to a sharp drop in diesel inflows that could cause inventories to deplete. The L...
Latin America’s largest oil producer Petrobras is moving to contain war-fueled energy inflation in an election year, aligning with government efforts that could backfire and lead to diesel shortages in Brazil. The state-controlled company is selling fuel below international prices, squeezing importers and contributing to a sharp drop in diesel inflows that could cause inventories to deplete. The Lula administration has also cut taxes and introduced subsidies for diesel in a contrast to countries such as Chile, which responded to the oil rally by sharply raising fuel prices. “The situation the government has put itself in — both with subsidies and with Petrobras holding prices — is the worst of both worlds,” said Pedro Rodrigues, a partner at Rio de Janeiro-based energy and infrastructure consultancy CBIE. “If prices keep rising, or stay high for longer” it “creates a risk of shortages.” In recent weeks, President Luiz Inácio Lula da Silva’s government has scrambled to contain the fuel fallout. Officials cut federal taxes on diesel imports and sales while introducing a levy on crude oil exports to offset lost revenue. The administration also rolled out measures to enforce minimum freight rates, though concerns over a potential truckers’ strike persist. Since the war started, Petrobras Chief Executive Officer Magda Chambriard has repeatedly said there is no risk of fuel shortages. She has also vowed not to pass on price volatility to the Brazilian market and maximize domestic output, a stated goal of Petrobras’s commercial strategy since Lula entered office. Petrobras’s wholesale diesel prices are currently 65% below international parity while gasoline prices are at a 45% discount, according to the Abicom fuel importers association. The Mines and Energy Ministry didn’t respond to a request for comment. Petroleo Brasileiro SA, as it is formally known, didn’t respond to a request for comment. The pressure to contain fuel prices will limit Petrobras’s windfall from the o...
Getty Images Telesat Shares Jump On Full Year 2025 Result, Reaching Multi-year High Telesat ( TSAT ), the company that is the topic here, shared full year 2025 results on March 17, 2026 . The print was well received as shares jumped ~15% to over $40 (see below image), although this was followed by some volatility in the context of the Iran war driven sell-off in the markets. Regardless of the over...
Getty Images Telesat Shares Jump On Full Year 2025 Result, Reaching Multi-year High Telesat ( TSAT ), the company that is the topic here, shared full year 2025 results on March 17, 2026 . The print was well received as shares jumped ~15% to over $40 (see below image), although this was followed by some volatility in the context of the Iran war driven sell-off in the markets. Regardless of the overall market dynamics due to the Iran war, looking back over a longer period, Telesat shares have rallied over the last 18 months and reached a multi-year high point after the 2025 earnings. Data by YCharts This optimism around Telesat's earnings seems cause enough to take a closer look at the company and what the future may hold. What is driving the share price up, and is it set to continue? To immediately summarize the key conclusion in this article: Telesat inspires high hopes for the future. The company is in an "orbital transformation", investing heavily in low earth orbit satellites as a replacement for the high orbit geostationary satellites from before. There's every reason to believe that this transformation will lead to substantial financial benefits, but these will likely only arrive from 2028 onwards at the earliest. Telesat shares are not cheap at the moment, and there are plenty of risks that things will not go as planned, so it's early, in my opinion, to already allocate investment dollars to this company now at the current share prices. A Very Quick Intro Into GEO And LEO As Two Technical Satellite Communications Solutions This article doesn't have the aim to provide an extensive, in-depth description of satellite communications technology. However, it can't be avoided to use two satellite communications concepts in the investment thesis for Telesat. So these are clarified here first. "Old fashioned" consumer satellite TV, the service where people attach a dish to their balcony or mount it on their roof to receive a TV signal, works with geostationary satellit...
David Todd Stevens, Chief Capital Officer of Figure Technology Solutions (NASDAQ:FIGR) , reported the sale of 26,057 shares of Common Stock for a transaction value of approximately $833,824, according to an SEC Form 4 filing . Transaction value based on SEC Form 4 reported price ($32.00); post-transaction value based on March 23, 2026, market close price ($33.21). Figure Technology Solutions lever...
David Todd Stevens, Chief Capital Officer of Figure Technology Solutions (NASDAQ:FIGR) , reported the sale of 26,057 shares of Common Stock for a transaction value of approximately $833,824, according to an SEC Form 4 filing . Transaction value based on SEC Form 4 reported price ($32.00); post-transaction value based on March 23, 2026, market close price ($33.21). Figure Technology Solutions leverages blockchain technology to deliver scalable consumer lending and digital financial marketplace services. Continue reading
Abstract Aerial Art/DigitalVision via Getty Images Introduction Share prices of listed UK housebuilders have reacted very negatively to the fresh round of economic uncertainty triggered by the Iran conflict. As shown in Exhibit 1, Vistry Group PLC ( BVHMF ), Taylor Wimpey plc ( TWODF ), Persimmon Plc ( PSMMF ), and BARRATT REDROW PLC ( BTDPF ) have all materially underperformed the FTSE 100 since ...
Abstract Aerial Art/DigitalVision via Getty Images Introduction Share prices of listed UK housebuilders have reacted very negatively to the fresh round of economic uncertainty triggered by the Iran conflict. As shown in Exhibit 1, Vistry Group PLC ( BVHMF ), Taylor Wimpey plc ( TWODF ), Persimmon Plc ( PSMMF ), and BARRATT REDROW PLC ( BTDPF ) have all materially underperformed the FTSE 100 since late February 2026. Vistry has been hit the hardest, but this in part reflects certain stock-specific issues. For medium-term-focused investors, all four of these stocks are now probably in good value-buying territory. Exhibit 1: Source: London Stock Exchange website. While Vistry and Barratt Redrow offer the greatest potential upside, they are also higher-risk propositions. My preferred pick of the sector is Persimmon PLC, which I see as a higher-quality, lower-risk play in its sector. In this note I’ll explain why Persimmon, which trades on the London Stock Exchange under the code PSN, looks well-placed to benefit from medium-term structural tailwinds for the UK housebuilders and why value-focused investors should be willing to embrace the opportunity that the current price weakness has provided. Company Overview Persimmon was founded in 1972 by Duncan Davidson, who established a small regional builder based out of York. After successfully expanding its operations beyond Yorkshire, the company completed its first acquisition in 1984 and listed on the London Stock Exchange a year later. Further large acquisitions were completed in 1996 (Ideal Homes), 2001 (Beazer Homes), and 2006 (Westbury Homes), helping to give the builder a national presence. Today, Persimmon is one of the UK’s largest housebuilders, operating through 29 regional offices and still headquartered in York. Source: PSN FY25 Annual Report, page 2. With the bulk of the business targeting budget-friendly, volume builds, PSN has wisely invested heavily in its own supply chain. By manufacturing its own bricks (t...
Markets and the Treasury are pricing a quick exit. Without a credible political endgame, Donald Trump cannot deliver one Whatever else Donald Trump’s “ pause ” is, it is not a ceasefire. Iranian barrages targeted Israel, Gulf Arab states and northern Iraq on Tuesday, while Israeli and US warplanes struck across Iran. What Mr Trump’s statement did was to narrow US targets to exclude power plants an...
Markets and the Treasury are pricing a quick exit. Without a credible political endgame, Donald Trump cannot deliver one Whatever else Donald Trump’s “ pause ” is, it is not a ceasefire. Iranian barrages targeted Israel, Gulf Arab states and northern Iraq on Tuesday, while Israeli and US warplanes struck across Iran. What Mr Trump’s statement did was to narrow US targets to exclude power plants and energy infrastructure to calm jittery markets. But the fighting continues. With reports that the US is considering boots on the ground , Washington is waging war while searching for an exit – without a credible or unified negotiating position, as Israel’s Benjamin Netanyahu pursues his own agenda. Mr Trump’s strategy, if he has one, might be to soothe markets now – and launch a massive escalatory strike over the weekend when trading desks are closed, in the hope of forcing the Iranian regime to fracture or capitulate. This rests on the idea that Tehran is brittle and will crack under American “shock and awe”. Sir Keir Starmer’s implicit judgment is that Iran will not cave. That disagreement may have been enough to send him to Mr Trump’s doghouse . Britain must stay out of US-Israeli adventurism. The war’s constraint is not capability – Washington has plenty of air power and Iran offers plenty of targets. But nothing can be resolved without a politically achievable objective. Do you have an opinion on the issues raised in this article? If you would like to submit a response of up to 300 words by email to be considered for publication in our letters section, please click here . Continue reading...