peeterv/iStock via Getty Images Super Micro Computer ( SMCI ) is a stock I've covered quite a few times. The stock is down hard yet again, as if it just can't catch a break. I wanted to take another look, and while a federal case is not welcome for investors, it ultimately just comes back to the numbers for me. Summary of Previous Thesis When I wrote about SMCI last November , its main problem was...
peeterv/iStock via Getty Images Super Micro Computer ( SMCI ) is a stock I've covered quite a few times. The stock is down hard yet again, as if it just can't catch a break. I wanted to take another look, and while a federal case is not welcome for investors, it ultimately just comes back to the numbers for me. Summary of Previous Thesis When I wrote about SMCI last November , its main problem was its gross margins. Not only that, operating cash flows turned negative as they hurried to accumulate inventory to meet demand, forcing them to raise capital as well. Puzzled by the "strong demand" but worsening margins, I observed: I think it begs the question of why strong demand does not give them more ability to price higher, and maybe it's because they are too low on the rung of AI to do that. Indeed, they were not as dominantly positioned as, say, Nvidia ( NVDA ) with its GPUs or Palantir ( PLTR ) with its AI-driven data analytics. All they really do is mass-produce hardware that supports these things, but clearly it's a very capital-intensive business. I worried that it might be too much so. Suspecting that it could take a long time for margins to improve or for free cash flow to appear, I rated them a Hold. Arrest of Co-Founder SMCI crashed again late last week. This followed an announcement that three individuals, which included an SMCI co-founder, Yih-Shyan Liaw, and an employee, were arrested on charges of smuggling Nvidia chips into China. It should be noted that Super Micro itself was not named or accused in these charges, only the individuals. The company announced it is cooperating with authorities in the investigation. Liaw's resignation also soon followed. SMCI 1M Price History (Seeking Alpha) After trading fairly flat for the past month, mostly around $30 per share, the stock is now down 35% for the past month. This may seem like a sharp reaction to one news story, but the market likely does not view this in isolation. In 2024, SMCI crashed after their ind...
Nasa reports show repeated warnings of close calls before crash that killed two pilots and injured 41 others Sign up for the Breaking News US email to get newsletter alerts in your inbox Pilot safety concerns about New York’s LaGuardia airport were filed to aviation officials months before Sunday’s collision between an airplane and a firetruck left two pilots dead and 41 other people hospitalized....
Nasa reports show repeated warnings of close calls before crash that killed two pilots and injured 41 others Sign up for the Breaking News US email to get newsletter alerts in your inbox Pilot safety concerns about New York’s LaGuardia airport were filed to aviation officials months before Sunday’s collision between an airplane and a firetruck left two pilots dead and 41 other people hospitalized. According to the aviation safety reporting system administered by the US space agency Nasa, a pilot using the airport in the summer wrote, “Please do something,” after air traffic controllers failed to provide appropriate guidance about multiple nearby aircraft. Continue reading...
Vonage , part of Ericsson ( NASDAQ: ERIC ) on Tuesday said it launched a native integration of its Vonage Contact Center (VCC) with ServiceNow Voice, embedding real-time voice and AI capabilities into ServiceNow Customer Service Management and IT Service Management workflows. The integration allows live calls to trigger incident updates, automate workflows, and feed structured voice data directly ...
Vonage , part of Ericsson ( NASDAQ: ERIC ) on Tuesday said it launched a native integration of its Vonage Contact Center (VCC) with ServiceNow Voice, embedding real-time voice and AI capabilities into ServiceNow Customer Service Management and IT Service Management workflows. The integration allows live calls to trigger incident updates, automate workflows, and feed structured voice data directly into ServiceNow records, enhancing generative AI tools and improving agent productivity. Vonage said the solution aims to streamline case progression, reduce manual effort, and provide a unified experience for enterprise customer service and IT support teams. ERIC -1.06% premarket to $11.2. Source: Press Release More on Telefonaktiebolaget LM Ericsson, ServiceNow ServiceNow: Enterprise Stickiness Will Not Be Threatened After AI Integration Software Has Crashed, Now Is The Time To Buy ServiceNow (Upgrade) ServiceNow Casts The AI Doomsday Narrative Out Of The Window (Rating Upgrade) Enterprise software joins Monday's rally, with Palantir and AppLovin leading Notable analyst calls this week: ServiceNow, Qualcomm and Eli Lilly among top picks
(RTTNews) - Polyrizon Ltd. (PLRZ), an Israeli pre-clinical stage biotechnology company, on Tuesday, signed a non-binding memorandum of understanding to acquire up to a 20% stake in a developer of eVTOL, Colugo Systems Ltd., from two shareholders.
(RTTNews) - Polyrizon Ltd. (PLRZ), an Israeli pre-clinical stage biotechnology company, on Tuesday, signed a non-binding memorandum of understanding to acquire up to a 20% stake in a developer of eVTOL, Colugo Systems Ltd., from two shareholders.
Claude will ask you for permission to autonomously perform taks on your computer. | Image by Anthropic Anthropic has updated Claude to perform tasks in its Code and Cowork AI tools autonomously by using your computer for you. The new feature can be used to automatically open files, use web browsers and apps, and run dev tools "with no setup required," even when you're away from your computer, acco...
Claude will ask you for permission to autonomously perform taks on your computer. | Image by Anthropic Anthropic has updated Claude to perform tasks in its Code and Cowork AI tools autonomously by using your computer for you. The new feature can be used to automatically open files, use web browsers and apps, and run dev tools "with no setup required," even when you're away from your computer, according to Anthropic's announcement . These new capabilities are available as a research preview for Claude Pro and Max subscribers, and computer usage is limited to macOS "for now," according to Anthropic. The feature builds on autonomous capabilities that were introduced on Claude's 3.5 Sonnet AI model in 2024, but now brings those to the chatbot's C … Read the full story at The Verge.
Robert vt Hoenderdaal/iStock Editorial via Getty Images To state that Adyen ( ADYEY ) was overvalued during COVID-19, and ZIRP is a stance that I've held for a long time, and continue to hold today. That it, in fact, has not exactly overvalued for some time since 2023 (dipping to below €850/share at times), which is, however, a stance that I continue to work on here. Payment processing and transac...
Robert vt Hoenderdaal/iStock Editorial via Getty Images To state that Adyen ( ADYEY ) was overvalued during COVID-19, and ZIRP is a stance that I've held for a long time, and continue to hold today. That it, in fact, has not exactly overvalued for some time since 2023 (dipping to below €850/share at times), which is, however, a stance that I continue to work on here. Payment processing and transaction services, and pricing them, is a tricky venture. It's hard to say at what value these services should be traded at what is becoming "outside" of an exuberance zone, and in a market where they are no longer growing at 30-50% per year, but rather are estimated to grow "only" at double digits, like 12-18% per year. During the highest valuations, these companies traded at over 100-150x P/E, with prices (in Adyen's case) of about €2,600 per share. You can find my latest piece on the company here , which unfortunately has underperformed. Note, however, that my article before that was "HOLD" and "BUY" in a relatively successful succession. My relatively limited position is therefore down about 38% (currently) - but I mean to add to it in the near term and average down my cost basis in what I believe to be one of the more interesting payment processors on the market. I have repeatedly stated that short or medium-term underperformance does not scare me off. I will reiterate this here - and I will show you why, despite company underperformance, I remain positive on this particular company. It might not be the safest, the most-yielding (or at all) or most transparent company to invest in at this time, but this also doesn't bother me. I'm a diversified value investor - so something like this is part of my daily and annual process. Adyen, I argue, is not in dire straits - it's simply a matter of how the market believes the company should be valued. So let me show you what I think as of 2026. Why Adyen is down after the 2025 results A company that makes a business out of something l...
US natural gas futures fluctuated between slight gains and losses as traders factored another bearish weather forecast against rising oil prices, which have pulled up the US gas contract since the war in Iran began. Contracts for near-term US gas delivery have gone up and down alongside global oil and gas prices on financial flows rushing in and out of baskets of energy products, despite the war h...
US natural gas futures fluctuated between slight gains and losses as traders factored another bearish weather forecast against rising oil prices, which have pulled up the US gas contract since the war in Iran began. Contracts for near-term US gas delivery have gone up and down alongside global oil and gas prices on financial flows rushing in and out of baskets of energy products, despite the war having almost no impact on domestic supply and demand for gas in the short run. “Gas remains straddling fundamentals on the weak side while still marginally tied to strength from the Iran war and energy complex,” said Darrell Fletcher , managing director of commodities at Bannockburn Capital Markets. Futures for April delivery +3.9c, or +1.3%, to $2.930/mmbtu on Nymex, as of 9:20am ET Weather: Forecasts shifted slightly warmer, with above-average temperatures expected to cover most of the US through April 2: Commodity Weather Group See WHUT for a map of latest 6-10 day weather forecast: NOAA Click here for two-week temperature forecasts for the U.S. Gas Market News: European Gas Dips as Traders Assess Iran War’s Next Steps LNG WRAP: Asia Prices Fall as Traders Eye Iran De-escalation US LNG Flows to Asia Surge as Cargoes Diverted: BNEF Chart Trump’s Oil Market Messaging Runs Into Reality: Energy Daily
peshkov/iStock via Getty Images U.S. energy stocks have posted solid gains through March 2026, with the Energy Select Sector SPDR ETF ( XLE ) advancing approximately 6.9% so far this month amid oil price volatility as the war between U.S.-Israel-Iran escalated. The Strait of Hormuz remains a critical flashpoint amplifying energy market volatility, as this narrow chokepoint between Iran and Oman ha...
peshkov/iStock via Getty Images U.S. energy stocks have posted solid gains through March 2026, with the Energy Select Sector SPDR ETF ( XLE ) advancing approximately 6.9% so far this month amid oil price volatility as the war between U.S.-Israel-Iran escalated. The Strait of Hormuz remains a critical flashpoint amplifying energy market volatility, as this narrow chokepoint between Iran and Oman handles roughly 20% of global oil flows and significant LNG shipments from Gulf producers. As the uncertainty of war persists through the market, below is a list of the best performing energy stocks in the past one month. The list includes companies across various energy subsectors, including oil and gas exploration and production, refining and marketing, equipment and services, and storage and transportation. The list is topped by Sable Offshore ( SOC ), with an impressive one-month performance of 77.44%. Venture Global ( VG ) follows closely with a 67.55% gain, while CVR Energy ( CVI ), Par Pacific Holdings ( PARR ), and APA Corporation ( APA ) round out the top five with gains ranging from 35.90% to 54.01%. The stocks on the list represent a variety of Quant Ratings, from Sell to Strong Buy. Notable Strong Buy ratings belong to Par Pacific Holdings ( PARR ) with a score of 4.79, PBF Energy ( PBF ) at 4.93, and ProPetro Holding ( PUMP ) also at 4.93, indicating high quantitative scores despite varying one-month price performances. Here is the list: Sable Offshore ( SOC ), 1 month performance percentage: 77.44% Venture Global ( VG ), 1 month performance percentage: 67.55% CVR Energy ( CVI ), 1 month performance percentage: 54.01% Par Pacific ( PARR ), 1 month performance percentage: 40.51% APA Corporation ( APA ), 1 month performance percentage: 35.90% PBF Energy ( PBF ), 1 month performance percentage: 35.75% ProPetro Holding ( PUMP ), 1 month performance percentage: 33.12% NextDecade ( NEXT ), 1 month performance percentage: 33.03% Kosmos Energy ( KOS ), 1 month performanc...
According to the average brokerage recommendation (ABR), one should invest in Alphabet (GOOGL). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
According to the average brokerage recommendation (ABR), one should invest in Alphabet (GOOGL). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
According to the average brokerage recommendation (ABR), one should invest in Palantir Technologies (PLTR). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
According to the average brokerage recommendation (ABR), one should invest in Palantir Technologies (PLTR). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?