Richard Stephen/iStock via Getty Images According to the Congressional Budget Office, the main Social Security trust fund will be exhausted by 2032 unless significant action is taken. We asked Seeking Alpha analysts Michael Gray and Leo Nelissen what they thought Congress could do to protect benefits. Michael Gray : The challenge facing Social Security is that demographic shifts, namely people liv...
Richard Stephen/iStock via Getty Images According to the Congressional Budget Office, the main Social Security trust fund will be exhausted by 2032 unless significant action is taken. We asked Seeking Alpha analysts Michael Gray and Leo Nelissen what they thought Congress could do to protect benefits. Michael Gray : The challenge facing Social Security is that demographic shifts, namely people living longer while birth rates decline, mean the program no longer receives enough income to cover the benefits it pays out. The solution seems straightforward, which is that Social Security needs to either increase their income or decrease the benefits they pay out. But this becomes a political football because neither choice is popular. Additionally, Democrats prefer raising Social Security taxes, while Republicans want to decrease benefits. The compromise, of course, is some combination of both, but if our divided country has taught us anything, it’s that politicians rarely agree on anything unless forced to do so under duress at the eleventh hour. Yet compromise is needed, because in order to pass any legislation in the U.S. Senate, 60 votes are required, and it is unlikely for either party to control the Senate by that margin in the foreseeable future. Easy revenue-raising changes would be to lift the current payroll tax cap of $184,500 and increase the payroll tax rate of 6.2% paid by each worker and their employer. This rate was last changed in 1983. On the benefit side, quick fixes would be to raise the full retirement age, limit high-wage earners from receiving benefits, and modify the cost-of-living adjustments. To make any plan more palatable, the changes should be phased in so that no current retiree has their benefits cut. The last time Social Security solvency was addressed was in 1981, when President Ronald Reagan created the National Commission on Social Security Reform. The environment was similar to today, with Social Security experiencing a funding gap with...
Iranians living in the UK have expressed safety concerns to authorities amid heightened tensions within the community linked to the conflict with the US and Israel. Videos online of individuals allegedly being “aggressive” and “coercing” in London, which is home to one of the UK’s largest Iranian communities, have led to some feeling unsafe, they claim. “There are people that have lived here for 4...
Iranians living in the UK have expressed safety concerns to authorities amid heightened tensions within the community linked to the conflict with the US and Israel. Videos online of individuals allegedly being “aggressive” and “coercing” in London, which is home to one of the UK’s largest Iranian communities, have led to some feeling unsafe, they claim. “There are people that have lived here for 40-plus years and there’s never been any issues, and it’s just all of a sudden we keep hearing every day about incidents involved with these pro-monarchists and their intimidation,” Naghmeh Rajabi, a British-Iranian activist, said. Rajabi, who came to the UK at age 11 with her family and has had relatives killed by the former Iranian regime, said she no longer feels safe going to Finchley – the north London area known as Little Tehran owing to its large diaspora. In recent weeks, she has met the Metropolitan police and members of Barnet council to voice concerns of intimidation and harassment within the UK diaspora. Among them are online videos in Farsi of individuals being “aggressive and attacking”, Rajabi said, as well as “coercing” shop owners in London to display the lion and sun flag, the symbol of Iran before the Islamic Revolution in 1979. “We are very worried,” said Rajabi, who is a supporter of Maryam Rajavi, a leader of the exiled dissident group Mujahedin-e Khalq (MEK). The group has been accused of being a cultlike organisation that was once aligned with Saddam Hussein, and is vying for leadership among Iranian factions. View image in fullscreen Some hope that Maryam Rajavi will become modern Iran’s first female leader. Photograph: Siavosh Hosseini/SOPA Images/Shutterstock “Unless concrete action is taken, this is just going to escalate,” Rjabi said. Local police officers have met community representatives and local businesses in recent weeks to help manage tensions and reassure the community, and have increased patrols in Barnet. Det Supt Katie Harber, who lead...
'Punish Iran': Saudi Arabia & UAE Inch Closer To Joining US-Israeli War Via Middle East Eye Earlier this month, Elbridge Colby, a senior official in the US Department of War, held a call with Saudi Arabian Defense Minister Khalid bin Salman, who is also the brother and top adviser to Crown Prince Mohammed bin Salman. Iran’s attacks on US bases in the Gulf were heating up, and the US needed expande...
'Punish Iran': Saudi Arabia & UAE Inch Closer To Joining US-Israeli War Via Middle East Eye Earlier this month, Elbridge Colby, a senior official in the US Department of War, held a call with Saudi Arabian Defense Minister Khalid bin Salman, who is also the brother and top adviser to Crown Prince Mohammed bin Salman. Iran’s attacks on US bases in the Gulf were heating up, and the US needed expanded access and overflight permissions. Saudi Arabia agreed to open King Fahd Air Base in Taif, in Western Saudi Arabia, to the Americans , multiple US and western officials familiar with the matter told Middle East Eye. The base is important because it is farther from Iranian Shahed drones than Prince Sultan Air Base, which has come under repeated Iranian attacks . Taif is also close to Jeddah, the Red Sea port that has become a critical logistics hub since Iran effectively took control of the Strait of Hormuz. Current and former US officials tell MEE that if the Trump administration is preparing for a longer war on Iran, Jeddah may be critical for sustaining US armed forces . Thousands of US ground troops are en route to the region from East Asia. Saudi Arabia’s decision to expand base access, current and former officials say, underscores a shift in how the kingdom and some other Gulf states are responding to the US-Israeli war on Iran. "The attitude in Riyadh has shifted towards supporting the US war as a way to punish Iran for strikes," a western official in the Gulf told MEE. via AFP Trump and the Saudi crown prince have been holding regular phone calls for the last three weeks, the US and western officials told MEE. The UAE has also told the US that it is geared up for a long war, putting no pressure on Washington to wrap up the conflict soon. In a phone call earlier this month, UAE Foreign Minister Sheikh Abdullah bin Zayed told his counterpart, US Secretary of State Marco Rubio, that the UAE is prepared for the war to last up to nine months , the US official told MEE. ...
On February 17, 2026, Dean Investment Associates reported selling 14,929 shares of Littelfuse (LFUS 3.56%), an estimated $3.80 million trade based on quarterly average pricing. What happened According to its SEC filing dated February 17, 2026, Dean Investment Associates reduced its position in Littelfuse by 14,929 shares. The estimated value of this trade is $3.80 million, based on the average clo...
On February 17, 2026, Dean Investment Associates reported selling 14,929 shares of Littelfuse (LFUS 3.56%), an estimated $3.80 million trade based on quarterly average pricing. What happened According to its SEC filing dated February 17, 2026, Dean Investment Associates reduced its position in Littelfuse by 14,929 shares. The estimated value of this trade is $3.80 million, based on the average closing price during the quarter. At quarter’s end, the fund held 26,921 shares worth $6.81 million. The position's value fell by $4.03 million, reflecting both share sales and price changes. What else to know The fund reduced its stake in Littelfuse, which now represents 0.97% of its 13F reportable assets under management. Top holdings after this filing: NASDAQ: IUSV: $12.89 million (1.8% of AUM) NASDAQ: XEL: $9.50 million (1.4% of AUM) NYSE: OMC: $9.01 million (1.3% of AUM) NYSEMKT: FLRN: $8.95 million (1.3% of AUM) NYSE: BK: $8.75 million (1.2% of AUM) As of Friday, LFUS shares were priced at $320.65, up 52% over the past year and well outperforming the S&P 500, which is instead up about 15% in the same period. Company overview Metric Value Price (as of Friday) $320.65 Market capitalization $8.1 billion Revenue (TTM) $2.39 billion Dividend yield 0.9% Company snapshot Littelfuse manufactures circuit protection, power control, and sensing products, including fuses, relays, sensors, and power modules across electronics, transportation, and industrial segments. The company generates revenue through sales of proprietary hardware components and systems to distributors, OEMs, and industrial customers globally. It serves OEMs, Tier-1 suppliers, parts distributors, and industrial end markets in automotive, electronics, energy, and infrastructure sectors. Littelfuse is a global provider of circuit protection and power management solutions. The company leverages its engineering expertise and broad distribution network to serve critical applications in transportation, electronics, and ...
Apple (AAPL 0.38%) has been one of the most reliable winners in the stock market for a generation. The iPhone, which debuted in 2007, was a revolutionary product, offering a touchscreen and intuitive design that made products made by BlackBerry, Nokia, and Motorola seem obsolete. How good has Apple been? Had you invested a mere $1,000 in Apple stock at the beginning of 2007 and ridden the wave of ...
Apple (AAPL 0.38%) has been one of the most reliable winners in the stock market for a generation. The iPhone, which debuted in 2007, was a revolutionary product, offering a touchscreen and intuitive design that made products made by BlackBerry, Nokia, and Motorola seem obsolete. How good has Apple been? Had you invested a mere $1,000 in Apple stock at the beginning of 2007 and ridden the wave of the iPhone's dominance, you'd be sitting on a nest egg of more than $82,000. But so far this year, Apple stock is trading down nearly 9% as it and other tech stocks pull back. It's a rare sight for Apple to be in the red; Apple has posted a yearly loss only four times since the debut of the iPhone, with the most recent loss in 2022. So, should investors be concerned about Apple now? If you've got a long-term horizon, the answer is "no." In fact, now may be the best time to add Apple to your portfolio and profit from the inevitable bounce. What happens when Apple falls? First, let's take a closer look at the years when Apple's stock price fell (2008, 2015, 2018, and 2022), and what happened the next year. Year End-of-Year Share Price* Full-Year Gain (or Loss) 2008 $3.05 (56.9%) 2009 $7.52 146.9% 2015 $26.32 (4.6%) 2016 $28.95 10% 2018 $39.44 (6.8%) 2019 $73.41 86.1% 2022 $129.93 (26.8%) 2023 $192.53 48.2% Yes, Apple's had a few bad years. The worst in the last 20 years was part of the global financial crisis that enveloped the entire market in 2008. But Apple did a great job of bouncing back, recording a huge 146.9% gain the following year. I actually thought the 2022 drop was more troublesome, as Apple stock slipped because the company's revenue flattened and raised a lot of red flags with investors. But even then, Apple was able to more than make up for the drop with an even stronger 2023 performance. What's the lesson here? If you bail out of Apple at the first sign of trouble, you miss the opportunity to profit. Seeing Apple stock today down 9% for the year and 13.3% fro...
Key Points Bridger Management sold 47,841 shares of Masimo in the fourth quarter. The move resulted in the quarter-end position value decreasing by $7.06 million. The position was previously 3.8% of fund AUM as of the prior quarter. 10 stocks we like better than Masimo › On February 17, 2026, Bridger Management disclosed in a Securities and Exchange Commission (SEC) filing that it sold out its ent...
Key Points Bridger Management sold 47,841 shares of Masimo in the fourth quarter. The move resulted in the quarter-end position value decreasing by $7.06 million. The position was previously 3.8% of fund AUM as of the prior quarter. 10 stocks we like better than Masimo › On February 17, 2026, Bridger Management disclosed in a Securities and Exchange Commission (SEC) filing that it sold out its entire position in Masimo (NASDAQ:MASI). What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Bridger Management eliminated its entire stake in Masimo, reducing its holdings by 47,841 shares. The fund’s quarter-end position in Masimo decreased by $7.06 million due to the full liquidation of the position. What else to know Top holdings after the filing: NYSE:MS: $24.27 million (15.6% of AUM) NASDAQ:AMZN: $15.30 million (9.8% of AUM) NYSE:TEVA: $11.47 million (7.4% of AUM) NYSE:NKE: $11.45 million (7.4% of AUM) NYSE:ALC: $8.53 million (5.5% of AUM) As of Friday, Masimo shares were priced at $178.24, up about 5% over the past year, compared to a 15% gain for the S&P 500. Company overview Metric Value Price (as of Friday) $178.24 Market capitalization $9.6 billion Revenue (TTM) $1.5 billion Net income (TTM) ($207.7 million) Company snapshot Masimo develops and markets noninvasive patient monitoring technologies, including pulse oximetry, brain function monitoring, capnography, regional oximetry, and hospital automation platforms. The firm generates revenue primarily through direct sales, distributors, and OEM partnerships, offering both medical and consumer health solutions. It serves hospitals, emergency medical services, home care providers, long-term care facilities, physician offices, veterinarians, and consumers globally. Masimo is a leading provider of advanced noninvasive monitoring technologies and hospital automation solutions, with a global presence and a focus on innovation in patient care. The company leverages proprieta...
tanit boonruen/iStock via Getty Images By Raye Hadi, Research Associate, Digital Assets Introduction In Part One of ARK’s four-part guide to stablecoins, we introduced stablecoins and contextualized their development. I argued that the design of each type of stablecoin includes tradeoffs and consequences for holders. This article - Part II of ARK’s Guide - focuses on “Majority Fiat-Backed Stableco...
tanit boonruen/iStock via Getty Images By Raye Hadi, Research Associate, Digital Assets Introduction In Part One of ARK’s four-part guide to stablecoins, we introduced stablecoins and contextualized their development. I argued that the design of each type of stablecoin includes tradeoffs and consequences for holders. This article - Part II of ARK’s Guide - focuses on “Majority Fiat-Backed Stablecoins” and outlines how companies manage their reserves, including the mechanisms that maintain the stability and durability of their stablecoins: governance and compliance, token access and integration, and yield and incentive distribution. The Majority Fiat-Backed stablecoins covered here are: USDC ( USDC-USD ) (Circle) USDT ( USDT-USD ) (Tether) PYUSD ( PYUSD-USD ) (PayPal US Dollar) The most popular stablecoin type, majority fiat-backed stablecoins, dominates global crypto markets and accounts for more than 85% of the $313 billion supply. 1 Now that Congress has passed the GENIUS Act, majority fiat-backed stablecoins are the only eligible options for issuers intending to offer payment stablecoins in the US. The majority fiat-backed stablecoin market is and has been a duopoly, with industry incumbents - Circle’s USDC and Tether’s USDT - dwarfing all competitors. PayPal’s US Dollar (PYUSD) is one of many new entrants attempting to challenge their dominance. In the remainder of this guide, we analyze the majority fiat-backed stablecoins, USDC, USDT, and PYUSD in terms of our five key criteria: Transparency: Clarity and verifiability of reserves, real-time tracking, and user-led analysis Durability: Peg stability, insurance mechanisms, external dependencies, and ability to preserve value Sovereignty: Censorship and seizure resistance, trust surface, and real ownership Accessibility: Usability, integrations, liquidity, and user experience Incentives: Native mechanisms that either reward holders or otherwise share value with users Transparency Composition of Reserves The reserv...
Elon Musk took the stage over the weekend at the defunct Seaholm Power Plant in Austin, Texas, to officially unveil TERAFAB, a $20-25 billion joint venture between Tesla, SpaceX, and xAI that he described as “the most epic chip building exercise in history by far.” The announcement marks the most ambitious infrastructure bet Musk has made since Gigafactory 1 in Sparks, Nevada, and it fuses three o...
Elon Musk took the stage over the weekend at the defunct Seaholm Power Plant in Austin, Texas, to officially unveil TERAFAB, a $20-25 billion joint venture between Tesla, SpaceX, and xAI that he described as “the most epic chip building exercise in history by far.” The announcement marks the most ambitious infrastructure bet Musk has made since Gigafactory 1 in Sparks, Nevada, and it fuses three of his companies into a single, vertically integrated AI hardware machine for the first time. TERAFAB is designed to consolidate every stage of semiconductor production under one roof, including chip design, lithography, fabrication, memory production, advanced packaging, and testing. At full capacity, the facility would scale to roughly 70% of the global output from the current world’s largest semiconductor foundry from Taiwan Semiconductor Manufacturing Company (TSMC). Elon Musk’s stated goal is one terawatt of computing power annually, split between Tesla’s AI5 inference chips for vehicles and Optimus robots, and D3 chips built specifically for SpaceXAI’s orbital satellite constellation. Advertisement The logic behind the merger of these three entities is rooted in a supply chain crisis Musk has been signaling for over a year. At Tesla’s Q4 2025 earnings call, he warned investors that external chip capacity from TSMC, Samsung, and Micron would hit a ceiling within three to four years. “We’re very grateful to our existing supply chain, to Samsung, TSMC, Micron and others,” Musk acknowledged at the Terafab event, “but there’s a maximum rate at which they’re comfortable expanding.” Building in-house was, in his framing, not a strategic option, but a necessity. The space angle is where the announcement becomes genuinely unprecedented. Musk said 80% of Terafab’s compute output would be directed toward space-based orbital AI satellites, arguing that solar irradiance in space is roughly 5x greater than at Earth’s surface, and that heat rejection in vacuum makes thermal scaling v...
The past several weeks have been challenging ones for the overall market. But they've been downright miserable ones for most artificial intelligence (AI) stocks. Microsoft shares are down more than 20% from last year's peak, for instance, while Broadcom is off by more than 10%. Oracle (ORCL 3.75%) shares have been cut in half on concerns of ramped-up AI infrastructure spending that may or may not ...
The past several weeks have been challenging ones for the overall market. But they've been downright miserable ones for most artificial intelligence (AI) stocks. Microsoft shares are down more than 20% from last year's peak, for instance, while Broadcom is off by more than 10%. Oracle (ORCL 3.75%) shares have been cut in half on concerns of ramped-up AI infrastructure spending that may or may not pay off. What gives? Simply put, investors have gotten a wake-up call about AI's cost, and value. It's not living up to the hype. The technology's leading tickers are being repriced to reflect this reality. But don't give up on the AI revolution just yet. You should be viewing this lull as a long-term buying opportunity, in fact. This headwind is just the next predictable stage of a psychological cycle that most investors have seen over and over again. The particular stage that AI is in right now -- called the "trough of disillusionment" -- reliably precedes a recovery that's bullish for most of any industry's top stocks. Gartner's Hype Cycle Technology market research and consulting company Gartner recognized and formalized what's now commonly known as the Gartner Hype Cycle. It consists of five stages that most new technologies put their underlying companies though (along with their stocks). The five sequential stages from beginning to end are: Innovation Trigger: A new technology is developed, and it works, even if there's no clear marketable use for it. Peak of Inflated Expectations: The need for the technology in question starts becoming clear, generating a great deal of excitement -- and investment. Trough of Disillusionment: As it turns out, while the tech has its place, there's obviously less immediate opportunity than the initial hype implied. Some related companies start to falter. Slope of Enlightenment: The cost of the tech comes down, its functionality and purpose grow, and the remaining companies start turning it into a practical, marketable business. Plateau ...
Key Points In retrospect, it’s clear that most AI stocks’ inflated valuations were never fully justified. The technology isn’t going away, though. It’s evolving into one with more practical and marketable uses. Some companies are better positioned than others to capitalize on the next (and more fruitful) chapter of AI. 10 stocks we like better than Oracle › The past several weeks have been challen...
Key Points In retrospect, it’s clear that most AI stocks’ inflated valuations were never fully justified. The technology isn’t going away, though. It’s evolving into one with more practical and marketable uses. Some companies are better positioned than others to capitalize on the next (and more fruitful) chapter of AI. 10 stocks we like better than Oracle › The past several weeks have been challenging ones for the overall market. But they've been downright miserable ones for most artificial intelligence (AI) stocks. Microsoft shares are down more than 20% from last year's peak, for instance, while Broadcom is off by more than 10%. Oracle (NYSE: ORCL) shares have been cut in half on concerns of ramped-up AI infrastructure spending that may or may not pay off. What gives? Simply put, investors have gotten a wake-up call about AI's cost, and value. It's not living up to the hype. The technology's leading tickers are being repriced to reflect this reality. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » But don't give up on the AI revolution just yet. You should be viewing this lull as a long-term buying opportunity, in fact. This headwind is just the next predictable stage of a psychological cycle that most investors have seen over and over again. The particular stage that AI is in right now -- called the "trough of disillusionment" -- reliably precedes a recovery that's bullish for most of any industry's top stocks. Gartner's Hype Cycle Technology market research and consulting company Gartner recognized and formalized what's now commonly known as the Gartner Hype Cycle. It consists of five stages that most new technologies put their underlying companies though (along with their stocks). The five sequential stages from beginning to end are: Innovation Trigger: A new technology is developed, and it w...
Tudor has earned just one point from his five league games - including a 4-1 thumping by Arsenal - as well as being dumped out of the Champions League following the chaotic first leg at Atletico Madrid. Tottenham have won just 30 points from 31 Premier League games this season - their joint-lowest return after 31 games of a league campaign, along with 1914-15. They are winless in their past 13 lea...
Tudor has earned just one point from his five league games - including a 4-1 thumping by Arsenal - as well as being dumped out of the Champions League following the chaotic first leg at Atletico Madrid. Tottenham have won just 30 points from 31 Premier League games this season - their joint-lowest return after 31 games of a league campaign, along with 1914-15. They are winless in their past 13 league matches (D5 L8), which equals the second longest winless league run in their history dating back to 1912, with the record standing at 16 in 1934-35. They must avoid setting a new record if they are going to survive, with relegation rivals West Ham's 2-0 defeat at Aston Villa the sliver of hope needed on a wretched afternoon. "I think it's impossible for him to stay. I really do," said Tottenham midfielder Danny Murphy told Match of the Day. "I think it's really difficult for the players to play in an environment that's so deflated and toxic. "The only way you can change that is either winning games which they're not doing, or change a manager - what the fans want. "If they keep him in charge - it's five league games without a win. A new guy comes in, gets one win, all of sudden, it can turn quickly. I think it's a risk worth taking and I think they'll take it. "The players don't really look like they're at it. They've had a couple of decent performances this week and maybe people thought that the corner had been turned, but confidence was low again after they conceded. "He made two changes at half-time and that didn't make them any better. If anything, they got worse as the second half went on." The former Juventus boss did not undertake the usual post-match duties having been informed of a family bereavement. Bruno Saltor took Tudor's news conference and believes Tudor and his coaching staff will get time, with three weeks until they travel to Sunderland after the international break. "Yeah, of course, we feel the support of everyone at the club and we're just focusing...
April isn't a month most retirees circle on their calendar. There's no big enrollment window, no cost-of-living-adjustment (COLA) announcement, no policy overhaul. But three deadlines and rule changes take effect in the next few weeks that could have a real impact on your wallet. 1. The Medicare Advantage open enrollment window closes March 31 If you're enrolled in a Medicare Advantage plan and it...
April isn't a month most retirees circle on their calendar. There's no big enrollment window, no cost-of-living-adjustment (COLA) announcement, no policy overhaul. But three deadlines and rule changes take effect in the next few weeks that could have a real impact on your wallet. 1. The Medicare Advantage open enrollment window closes March 31 If you're enrolled in a Medicare Advantage plan and it's not working for you -- maybe your doctor left the network, maybe your drug formulary changed, maybe the premiums jumped -- you have until March 31 to switch to a different MA plan or drop back to original Medicare with or without a Part D plan. If you're unsatisfied with your current plan, this is your last shot to fix it before you're locked in until October. After March 31, you're stuck with what you have. 2. The taxable earnings cap jumped to $184,500 In 2026, Social Security taxes apply to the first $184,500 of your earnings -- up from $176,100 last year. That means if you're still working or self-employed, earning more than the new limit, you'll pay the 6.2% Social Security tax on about $8,400 more in income than you did in 2025, which works out to roughly $520 in additional payroll tax. If you earn above that cap, everything beyond $184,500 is exempt. 3. The earnings limit for workers under full retirement age is now $24,480 If you're still working while collecting Social Security benefits but haven't yet reached your full retirement age (FRA), there is a limit to how much you can earn before your benefits are withheld. If you earn more than $24,480 from work in 2026 -- up from $23,400 last year -- Social Security will withhold $1 for every $2 you earn above that threshold. There's also an exception, however. If this is the year you reach FRA, your limit jumps to $65,160, and the withholding drops to $1 for every $3 over the limit. And once you pass FRA, there's no earnings limit at all. Here's the part many seniors misunderstand: This isn't a tax. It's a temporary...
On February 17, 2026, Bridger Management disclosed in a Securities and Exchange Commission (SEC) filing that it sold out its entire position in Masimo (MASI 0.32%). What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Bridger Management eliminated its entire stake in Masimo, reducing its holdings by 47,841 shares. The fund’s quarter-end position in ...
On February 17, 2026, Bridger Management disclosed in a Securities and Exchange Commission (SEC) filing that it sold out its entire position in Masimo (MASI 0.32%). What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Bridger Management eliminated its entire stake in Masimo, reducing its holdings by 47,841 shares. The fund’s quarter-end position in Masimo decreased by $7.06 million due to the full liquidation of the position. What else to know Top holdings after the filing: NYSE:MS: $24.27 million (15.6% of AUM) NASDAQ:AMZN: $15.30 million (9.8% of AUM) NYSE:TEVA: $11.47 million (7.4% of AUM) NYSE:NKE: $11.45 million (7.4% of AUM) NYSE:ALC: $8.53 million (5.5% of AUM) As of Friday, Masimo shares were priced at $178.24, up about 5% over the past year, compared to a 15% gain for the S&P 500. Company overview Metric Value Price (as of Friday) $178.24 Market capitalization $9.6 billion Revenue (TTM) $1.5 billion Net income (TTM) ($207.7 million) Company snapshot Masimo develops and markets noninvasive patient monitoring technologies, including pulse oximetry, brain function monitoring, capnography, regional oximetry, and hospital automation platforms. The firm generates revenue primarily through direct sales, distributors, and OEM partnerships, offering both medical and consumer health solutions. It serves hospitals, emergency medical services, home care providers, long-term care facilities, physician offices, veterinarians, and consumers globally. Masimo is a leading provider of advanced noninvasive monitoring technologies and hospital automation solutions, with a global presence and a focus on innovation in patient care. The company leverages proprietary signal extraction technologies to address critical needs in healthcare monitoring, supporting clinical decision-making and patient safety. Its diversified product portfolio and robust distribution channels position it as a key player in the medical instruments and suppl...
Key Points U.S. gasoline prices look like they may be headed for $5 a gallon or more. Global oil prices are directly responsible for the increase, despite the U.S. being a net petroleum exporter. There's no viable way to decouple U.S. gas prices from global oil prices. These 10 stocks could mint the next wave of millionaires › Gas prices have soared more than 30% over the last month alone. The nat...
Key Points U.S. gasoline prices look like they may be headed for $5 a gallon or more. Global oil prices are directly responsible for the increase, despite the U.S. being a net petroleum exporter. There's no viable way to decouple U.S. gas prices from global oil prices. These 10 stocks could mint the next wave of millionaires › Gas prices have soared more than 30% over the last month alone. The national average price for a gallon of regular gasoline is $3.88, up from $2.93 just a month ago. As the war in Iran continues to affect global oil prices, $4-a-gallon gas seems almost inevitable, and $5-a-gallon gas is already a reality in some states. Even the White House's announcement that it would release 172 million barrels from the nation's strategic reserves has had little impact on prices at the pump. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Is there any chance we'll avoid $5 gas? Despite what anyone says, there's really only one thing that matters when it comes to gas prices, and no, it's not what happens in Iran. Gas prices are largely out of our hands Aside from very rare situations, like Hurricane Katrina's damaging U.S. refinery capacity in 2005, the one thing that primarily determines the price of gas in your neighborhood is the global price of crude oil, which is determined by global supply and demand. Right now, global supply is disrupted by the war in Iran, so global crude oil prices are up. That means you're paying more for the gasoline that's made from that oil. Now, you may have heard that the U.S. is a net petroleum exporter. If we're producing so much oil, relatively cheaply, right here at home, why should it matter how much it costs anywhere else in the world? Well, the U.S. wasn't a net petroleum exporter until relatively recently. For decades, it was a net importer of oil, mo...
is the Verge’s weekend editor. He has over 18 years of experience, including 10 years as managing editor at Engadget. Posts from this author will be added to your daily email digest and your homepage feed. Reviews of Crimson Desert have been mixed, but the bigger issue for the game has been the discovery of what appeared to be AI-generated assets in the final release. Now the developer has acknowl...
is the Verge’s weekend editor. He has over 18 years of experience, including 10 years as managing editor at Engadget. Posts from this author will be added to your daily email digest and your homepage feed. Reviews of Crimson Desert have been mixed, but the bigger issue for the game has been the discovery of what appeared to be AI-generated assets in the final release. Now the developer has acknowledged that AI art was indeed used during the game’s creation, but says that it was intended to be replaced before release. In a statement on X, the company said it was conducting a “comprehensive audit” to identify and replace any AI-generated content. The company apologized for both its inclusion in the final release and for not being more transparent about its use during development. “We should have clearly disclosed our use of AI,” it said. The use of generative AI in gaming has become a hot-button issue of the last couple of years as it’s made its way into several high-profile titles. While some large studios have embraced it, many smaller developers have revolted against the trend, proudly proclaiming their games to be “AI free.”
Amazon.com Inc is dialing up a second attempt at the smartphone market. More than a decade after the Fire Phone was scrapped, the e-commerce giant is developing a new device known internally as "Transformer." The project lives within Amazon's devices and services unit. The initiative aims to fulfill founder Jeff Bezos' vision of a ubiquitous, voice-driven "Star Trek" computer, reported Reuters, ci...
Amazon.com Inc is dialing up a second attempt at the smartphone market. More than a decade after the Fire Phone was scrapped, the e-commerce giant is developing a new device known internally as "Transformer." The project lives within Amazon's devices and services unit. The initiative aims to fulfill founder Jeff Bezos' vision of a ubiquitous, voice-driven "Star Trek" computer, reported Reuters, citing sources. AI Integration Over App Stores The "Transformer" project reportedly prioritizes artificial intelligence. Sources told Reuters that AI capabilities could eliminate the need for traditional app stores. Don't Miss: Alexa remains a core feature, but it may not serve as the primary operating system. The device is envisioned as a mobile personalization device. It seeks to streamline access to Prime Video, Prime Music and Grubhub. Amazon did not immediately respond to Benzinga's request for comment. The ‘ZeroOne' Breakthrough Mandate According to Reuters, a year-old group called ZeroOne leads the development. Former Microsoft Corp executive J Allard heads the unit. See Also: What If Tires Didn't Need Air — Or Replacing? This Startup Says It's Possible Reuters sources indicate Amazon is exploring both traditional smartphones and "dumbphones." The latter would mirror the minimalist Light Phone to counter screen addiction. Fueling the AI Infrastructure This hardware push coincides with massive backend investments. On Thursday, Nvidia Corp VP Ian Buck said that Nvidia will deliver 1 million AI chips to Amazon Web Services (AWS) by 2027. Additionally, Amazon and Meta Platforms Inc are driving a record $45.1 billion data center construction boom to power these emerging technologies. Read Next: 1.5 Million Users Are Already Working Inside This AI Platform — Investors Can Still Get In It’s no wonder Jeff Bezos holds over $250 million in art — this alternative asset has outpaced the S&P 500 since 1995, delivering an average annual return of 11.4%. Here’s how everyday investor...
sshepard/iStock Unreleased via Getty Images Northrop Grumman ( NOC ) said its Talon IQ autonomous test platform completed a flight integrating third-party software from Shield AI, marking a step toward more flexible development of military autonomy systems. Northrop Grumman's Talon IQ demonstrated a successful mission autonomy flight with Shield AI’s Hivemind software in Mojave, Calif. (Northrop G...
sshepard/iStock Unreleased via Getty Images Northrop Grumman ( NOC ) said its Talon IQ autonomous test platform completed a flight integrating third-party software from Shield AI, marking a step toward more flexible development of military autonomy systems. Northrop Grumman's Talon IQ demonstrated a successful mission autonomy flight with Shield AI’s Hivemind software in Mojave, Calif. (Northrop Grumman) The flight, conducted in Mojave, California, used Shield AI’s Hivemind software to control the aircraft during a simulated mission that included patrol and target engagement maneuvers. Control was later handed back to Northrop’s in-house Prism autonomy system, demonstrating the ability to switch between software platforms on the same airframe, the company said on March 19. The test highlights a broader effort within the defense sector to develop open-architecture systems that allow different autonomy software to run on shared hardware. Such approaches are intended to reduce costs and shorten development timelines by avoiding the need to build new aircraft for each system. According to the companies, the Hivemind software moved from testing to flight in a short timeframe, following a single-day hardware integration process. The system is designed to operate without a human pilot, enabling unmanned aircraft to adapt to changing conditions and carry out missions with limited oversight. Northrop’s Talon IQ is built around a modular design using Scaled Composites’ Model 437 aircraft. The platform is part of a wider push to create test environments where government and industry partners can develop and validate autonomy technologies under common standards. The integration also aligns with U.S. government efforts to standardize how defense technologies interact, with both companies noting compatibility with established interoperability frameworks. The demonstration reflects growing competition among defense contractors and AI firms to deliver scalable autonomy solutions th...
ICE officers set to deploy to airports as delays mount, border czar Homan confirms toggle caption Yuki Iwamura/AP/AP President Trump said he is sending Immigration and Customs Enforcement agents to U.S. airports as some air travelers face longer security lines due to the partial government shutdown. "On Monday, ICE will be going to airports to help our wonderful TSA Agents who have stayed on the j...
ICE officers set to deploy to airports as delays mount, border czar Homan confirms toggle caption Yuki Iwamura/AP/AP President Trump said he is sending Immigration and Customs Enforcement agents to U.S. airports as some air travelers face longer security lines due to the partial government shutdown. "On Monday, ICE will be going to airports to help our wonderful TSA Agents who have stayed on the job," Trump posted on social media Sunday. Trump then blamed Democrats for the shutdown of the Department of Homeland Security, which has entered its sixth week and paused paychecks for Transportation Security Administration workers. The White House has said more than 300 TSA officers have quit, while others aren't showing up to work, causing significant delays at airports nationwide. Sponsor Message House Minority Leader Hakeem Jeffries, D-N.Y., threw blame back at Trump and criticized the planned ICE deployment. "The last thing that the American people need are for untrained ICE agents to be deployed at airports all across the country, potentially to brutalize or in some instances kill them," Jeffries said on CNN. Tom Homan, the White House border czar, "is in charge" of the ICE deployment, Trump said. TSA and ICE are both part of DHS. But it remains unclear how the operation will work at airports. "It's a work in progress," Homan said on CNN Sunday. "But we will be at airports tomorrow helping TSA move those lines along." Unclear duties for ICE agents Homan said he is talking with the heads of ICE and TSA to finalize a plan, but said he expects ICE agents to relieve TSA agents of guard duty at some terminal entries and exits. "I don't see an ICE agent looking at an X-ray machine because they're not trained in that," Homan said. "There are certain parts of security that TSA is doing that we can move them off those jobs and put them in the specialized jobs, help move those lines." But Transportation Secretary Sean Duffy seemed to have a different idea of what ICE agents cou...
Progress is possible. Over two decades, global child mortality plummeted. There were many reasons for a 39% reduction in deaths in lower and middle income countries between 2001 and 2021, but a significant one was overseas development aid, which supported everything from sanitation to vaccination programmes to food security. That shift has slowed, and – like similar advances – is likely to reverse...
Progress is possible. Over two decades, global child mortality plummeted. There were many reasons for a 39% reduction in deaths in lower and middle income countries between 2001 and 2021, but a significant one was overseas development aid, which supported everything from sanitation to vaccination programmes to food security. That shift has slowed, and – like similar advances – is likely to reverse if aid budgets continue to be slashed. Researchers warned last month that continuing cuts could result in more than 22 million avoidable deaths in the next five years, with a quarter of those among children under five. The UK’s decision to slash aid by 40% is part of a global trend: G7 spending will be 28% lower this year than in 2024. Donald Trump has dismantled USAID; Germany, France and others are chopping their budgets. But Britain’s case is particularly dismaying. A bipartisan consensus saw David Cameron, building on Gordon Brown’s work, make Britain the first G7 country to hit the internationally agreed aid target of 0.7% of gross national income (GNI). Now, under a Labour government, aid will be just 0.3% of GNI next year – the lowest rate for decades. The UK’s cuts are arguably the harshest in the G7. Yvette Cooper, the foreign secretary, set out the alarming details on Thursday. Bilateral aid to Africa will be cut by 56%, with some of the world’s poorest countries losing aid that funds schools and clinics. Climate aid will be slashed by 14%. Embarking on unpalatable choices, the government has made some sensible decisions, including ongoing support for Sudan and Gaza and for Gavi, the vaccine programme, and the prioritisation of multilateral schemes over bilateral projects. But the overall picture is “desperately bleak”, as Sarah Champion MP, the Labour chair of the international development committee, noted. The government says that the cuts are necessary to pay for rising defence costs. But seeking to also present this as a prudent reconsideration of how to appr...
Crises do strange things to people. Some ignore the danger as though they can make it go away by pretending it doesn’t exist, which is how teams sleepwalk into danger as Tottenham appeared for much of this season to be doing. Once the cliff edge is acknowledged, there are those who find themselves drawn inexorably towards it in a vertigo of irresponsibility, clear thought rendered impossible, basi...
Crises do strange things to people. Some ignore the danger as though they can make it go away by pretending it doesn’t exist, which is how teams sleepwalk into danger as Tottenham appeared for much of this season to be doing. Once the cliff edge is acknowledged, there are those who find themselves drawn inexorably towards it in a vertigo of irresponsibility, clear thought rendered impossible, basic functions undermined. But there are others who, in extremis, find the brain clears and sinews stiffened, petty irritations melting away as focus sharpens. In certain cases, that may not be enough. Sometimes, almost whatever you do, the pull of the abyss is too strong to be resisted. Tottenham had seemed to be dragging themselves together. The last week has been broadly positive. They began extremely well against Nottingham Forest. They could easily have had a comfortable lead before half-time. But they couldn’t score, Forest did, anxiety began to freeze brains and suddenly all they can see are the lines whooshing past as they plummet towards the Championship. And this was them playing quite well; they may not do that too often in what remains of the season. Fans are – understandably – unhappy with much about the running of the club, but there comes a point when dissatisfaction has to take a back seat to fighting off the mounting threat of relegation: who cares about petty family squabbles when the undead are massing beyond the wall? Taking inspiration from Everton and their successful scraps against the drop, a large group of fans gathered to greet the bus as it arrived. There was blue and white smoke, banners proclaiming undying love and a general sense of resolve and unity in the face of danger. Igor Tudor proclaimed himself “emotional” at the scenes. View image in fullscreen Fans show their support as the Spurs team bus arrives at the stadium. Photograph: Ryan Pierse/Getty Images There had been encouraging signs from the team as well in the previous two games. Whether ...
The increased use of tags makes sense if done right. But years of accumulated problems include a depleted probation workforce Given the frayed and depleted state of the public sector, it is not surprising that prisons in England and Wales are struggling to escape from a sense of perpetual crisis. Recent days saw the latest in a series of urgent notifications. These put a prison in special measures...
The increased use of tags makes sense if done right. But years of accumulated problems include a depleted probation workforce Given the frayed and depleted state of the public sector, it is not surprising that prisons in England and Wales are struggling to escape from a sense of perpetual crisis. Recent days saw the latest in a series of urgent notifications. These put a prison in special measures, and require ministers to produce an action plan within a month. Inspectors found that Woodhill in Milton Keynes is unsafe while a report on another failing prison, Swaleside in Kent, pointed to high levels of violence, staff shortages and education cuts. David Lammy, who was shuffled into the role of justice secretary as a result of Angela Rayner’s hasty exit from government, is busy with the alarming push to remove most defendants’ right to a jury trial. So the implementation of recent sentencing reforms, and problems inside jails, have largely been left to the prisons minister, James Timpson. While there is no doubting his personal commitment, good intentions will not be enough. Continue reading...
Senate Democrats Are Quietly Plotting To Oust Chuck Schumer Senate Minority Leader Chuck Schumer has had a fractured relationship with the Democratic Party base ever since he voted to fund the government last March . Unfortunately for him, time hasn’t healed that wound, and there’s a growing resistance to Schumer that hopes to oust him from his leadership position after the midterms. The Wall Stre...
Senate Democrats Are Quietly Plotting To Oust Chuck Schumer Senate Minority Leader Chuck Schumer has had a fractured relationship with the Democratic Party base ever since he voted to fund the government last March . Unfortunately for him, time hasn’t healed that wound, and there’s a growing resistance to Schumer that hopes to oust him from his leadership position after the midterms. The Wall Street Journal, drawing on more than four dozen interviews with Democratic senators, candidates, current and former congressional aides, activists, and advisers, found widespread unease about the New York senator's grip on the party's direction . The report makes it clear that Schumer’s own colleagues increasingly see him as an anchor, slowing their response to President Trump, steering primaries toward centrists they don't want, and draining the fundraising pipeline that Democrats desperately need heading into the midterm elections. According to the report, last month, Sen. Chris Murphy of Connecticut met with progressive activists at a French restaurant in Georgetown . The conversation turned to what to do about Schumer. According to people familiar with the dinner, Murphy disclosed that some lawmakers had already been running informal vote counts to see whether enough support existed to remove Schumer from his leadership post. Murphy added that Schumer had enough backing to survive. But the fact that anyone was counting at all said something. Murphy has since walked it back, carefully. " Could someone infer from that that someone was keeping a count? Maybe, but that's not what I meant," he told reporters. "I meant that he has the support of the caucus." But Murphy’s backpedaling doesn’t change the reality. Murphy is reportedly part of a group of senators who have been actively canvassing colleagues about their frustrations with Schumer. This group, nicknamed “Fight Club,” ( hey... ) is a Signal chat group where progressives coordinate strategy around opposing Schumer's prefe...
Futures loom with indexes below key levels and oil prices and yields soaring. President Trump threatened to hit Iran's power plants if Iran doesn't open the Strait of Hormuz.
Futures loom with indexes below key levels and oil prices and yields soaring. President Trump threatened to hit Iran's power plants if Iran doesn't open the Strait of Hormuz.
Renewable energy is a once-in-a-generation investment megatrend. The world needs to invest trillions of dollars in developing additional renewable energy capacity in the coming decades. As a result, companies that invest in renewable energy should deliver steady growth for decades to come. Brookfield Renewable (BEPC 4.43%)(BEP 3.26%), Clearway Energy (CWEN 5.67%)(CWENA 5.58%), and NextEra Energy (...
Renewable energy is a once-in-a-generation investment megatrend. The world needs to invest trillions of dollars in developing additional renewable energy capacity in the coming decades. As a result, companies that invest in renewable energy should deliver steady growth for decades to come. Brookfield Renewable (BEPC 4.43%)(BEP 3.26%), Clearway Energy (CWEN 5.67%)(CWENA 5.58%), and NextEra Energy (NEE 3.15%) are leaders in renewable energy investment. That makes them the best stocks to buy and hold to capitalize on the multi-decade renewable energy megatrend. Powerful growth potential Brookfield Renewable is a global leader in renewable energy. It operates a diverse portfolio of hydroelectric, wind, solar, and battery-storage assets worldwide. Brookfield sells the clean power it produces under long-term, fixed-rate power purchase agreements (PPAs) with utilities and large corporations with an average remaining term of 13 years. Most of its PPAs link rates to inflation (70% of its revenue). As a result, it generates very stable and steadily rising cash flow. The company's existing inflation-linked PPAs alone should deliver low-single-digit annual funds from operations (FFO) per share growth over the next decade. Meanwhile, with demand for power surging due to AI data centers and other catalysts, Brookfield can secure even higher rate PPAs as legacy agreements expire. For example, it recently signed two 20-year hydropower deals with Alphabet's (GOOG 2.27%)(GOOGL 2.01%) Google, representing over $3 billion in future revenue. The company expects margin-enhancement activities like that to add another 2% to 4% to its FFO per share each year. Expand NYSE : BEPC Brookfield Renewable Today's Change ( -4.43 %) $ -1.79 Current Price $ 38.58 Key Data Points Market Cap $7.0B Day's Range $ 38.22 - $ 40.74 52wk Range $ 23.73 - $ 45.18 Volume 2.5M Avg Vol 1.1M Gross Margin 26.62 % Dividend Yield 3.92 % Brookfield is also investing heavily to expand its renewable energy capacity. It ...
Key Points Brookfield Renewable expects to grow its funds from operations per share by more than 10% each year. Clearway Energy sees annual cash flow per share growth of 7% to 8% through at least 2030. NextEra Energy anticipates delivering more than 8% annual adjusted earnings per share growth through 2035. 10 stocks we like better than NextEra Energy › Renewable energy is a once-in-a-generation i...
Key Points Brookfield Renewable expects to grow its funds from operations per share by more than 10% each year. Clearway Energy sees annual cash flow per share growth of 7% to 8% through at least 2030. NextEra Energy anticipates delivering more than 8% annual adjusted earnings per share growth through 2035. 10 stocks we like better than NextEra Energy › Renewable energy is a once-in-a-generation investment megatrend. The world needs to invest trillions of dollars in developing additional renewable energy capacity in the coming decades. As a result, companies that invest in renewable energy should deliver steady growth for decades to come. Brookfield Renewable (NYSE: BEPC)(NYSE: BEP), Clearway Energy (NYSE: CWEN)(NYSE: CWENA), and NextEra Energy (NYSE: NEE) are leaders in renewable energy investment. That makes them the best stocks to buy and hold to capitalize on the multi-decade renewable energy megatrend. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Powerful growth potential Brookfield Renewable is a global leader in renewable energy. It operates a diverse portfolio of hydroelectric, wind, solar, and battery-storage assets worldwide. Brookfield sells the clean power it produces under long-term, fixed-rate power purchase agreements (PPAs) with utilities and large corporations with an average remaining term of 13 years. Most of its PPAs link rates to inflation (70% of its revenue). As a result, it generates very stable and steadily rising cash flow. The company's existing inflation-linked PPAs alone should deliver low-single-digit annual funds from operations (FFO) per share growth over the next decade. Meanwhile, with demand for power surging due to AI data centers and other catalysts, Brookfield can secure even higher rate PPAs as legacy agreements expire. For example, it recently signed two ...
DNY59 The Congressional Budget Office has warned that the largest fund used to pay Social Security benefits, the Old-Age and Survivors Insurance Trust Fund, will be exhausted by 2032 due in part to a declining number of younger workers paying into the system. We asked Seeking Alpha analysts Michael Gray and Leo Nelissen what they thought would happen if the fund ran dry. Michael Gray : The CBO tel...
DNY59 The Congressional Budget Office has warned that the largest fund used to pay Social Security benefits, the Old-Age and Survivors Insurance Trust Fund, will be exhausted by 2032 due in part to a declining number of younger workers paying into the system. We asked Seeking Alpha analysts Michael Gray and Leo Nelissen what they thought would happen if the fund ran dry. Michael Gray : The CBO tells us that if nothing is done to address the problems with Social Security, the Social Security Trust Fund will run out of money by the end of fiscal year 2031. That is in 5 ½ short years! If that happens, the Social Security Administration will only be able to pay benefits out of current income from payroll taxes. Unfortunately, annual income right now is less than the annual obligations the Social Security Administration is legally required to pay to retirees. The shortfall is increasing each year. The immediate impact will be that benefits will be cut across the board. The Committee for Responsible Budget estimates that in 2032 revenues will only be able to cover 76% of the benefits owed. This would be a disaster for retirees, as almost half of the 70 million people receiving benefits count on Social Security for 50% of their household income. Many families would be pushed into poverty. Leo Nelissen : Technically speaking, this fund cannot run dry, as it’s just a transfer mechanism from paying people to receivers. While the surplus is at risk, cash flows will keep the fund from being useless, so to speak. That said, it’s still a serious situation. Depending on whom you ask, the surplus could turn into a deficit in the early to mid-2030s. That means current payroll taxes will not be enough to cover expenses. Such a situation would result in an immediate pay cut. As CBO expectations see coverage of just 77% to 81%, it would imply a pay cut of roughly 20%. Although it needs to be seen just how bad things will get, especially in light of potential measures to avoid this situ...