We Are/DigitalVision via Getty Images Intro I've been bullish on Match Group, Inc. ( MTCH ) for quite some time. My initial article on the company, which owns the world’s No. 1 dating app, Tinder, was published last July. I also reiterated my positive view in November following the release of their FY2025 Q3 results . In my opinion, Match has made great progress recently. While Tinder is still dea...
We Are/DigitalVision via Getty Images Intro I've been bullish on Match Group, Inc. ( MTCH ) for quite some time. My initial article on the company, which owns the world’s No. 1 dating app, Tinder, was published last July. I also reiterated my positive view in November following the release of their FY2025 Q3 results . In my opinion, Match has made great progress recently. While Tinder is still dealing with a modest decline in users, group‑level revenue — driven by growth at their other popular dating app, Hinge — has shifted from a period of contraction to modest growth. The company’s financial position is strong, and it continues to generate robust cash flow. The Price to Free Cash Flow (P/FCF) ratio stands at around 7 at the time of writing, with roughly $1 billion in excess cash sitting on the balance sheet. Nevertheless, the stock price has not reflected these improvements. Both of my prior Buy ratings were issued when the stock was trading around $33 per share, slightly above the current price of about $31. In fact, Match’s stock began trending higher back in July of last year, showing an encouraging upward move shortly after the publication of my first analysis on the company. The rally lasted a couple of months, with shares climbing close to the $40 level. However, the stock reversed course after news emerged at the end of September that Meta’s ( META ) Facebook Dating had refreshed its offering with a set of new, compelling, and free features. Match 1-Year Chart (Seeking Alpha) Last August, I also wrote a neutral piece on another dating industry leader, Bumble Inc. ( BMBL ). I was impressed by the founder and CEO’s journey as the youngest female self-made billionaire, who had recently returned as CEO after a year and a half away from the company’s daily operations. While I recognized BMBL’s strong profitability and substantial free cash flow, I was nonetheless concerned about the pace of revenue decline and the drop in active paying users. So, I chose to ste...
"We do think there's relief in sight," Julian Emanuel, Evercore ISI equity, derivatives and quantitative strategy senior managing director, says when asked about yields amid the rise in oil prices on "Bloomberg The Close." (Source: Bloomberg)
"We do think there's relief in sight," Julian Emanuel, Evercore ISI equity, derivatives and quantitative strategy senior managing director, says when asked about yields amid the rise in oil prices on "Bloomberg The Close." (Source: Bloomberg)
The dollar index (DXY00) fell to a 1.5-week low on Monday and finished down by -0.65%. The dollar gave up overnight gains and turned lower as stocks rallied sharply after President Trump postponed attacks against Iranian energy infrastructure and power plants for five days following the start of talks with Iran to end the war, curbing liquidity demand for the dollar. The dollar added to its losses...
The dollar index (DXY00) fell to a 1.5-week low on Monday and finished down by -0.65%. The dollar gave up overnight gains and turned lower as stocks rallied sharply after President Trump postponed attacks against Iranian energy infrastructure and power plants for five days following the start of talks with Iran to end the war, curbing liquidity demand for the dollar. The dollar added to its losses on Monday amid weaker-than-expected US economic news, including the Feb Chicago Fed National Activity index and Jan construction spending. The US Feb Chicago Fed National Activity Index fell -0.31 to -0.11, weaker than expectations of 0.16. Join 200K+ Subscribers: US Jan construction spending unexpectedly fell -0.3% m/m, weaker than expectations of a +0.1% m/m increase. Swaps markets are discounting the odds at 8% for a +25 bp rate hike at the April 28-29 FOMC meeting. The dollar continues to be undercut by a poor outlook for interest rate differentials, with the FOMC expected to cut interest rates by at least -25 bp in 2026, while the BOJ and ECB are expected to raise rates by at least +25 bp in 2026. EUR/USD (^EURUSD) on Monday recovered from overnight losses and rallied to a 1.5-week high and finished up by +0.44%. The euro moved higher on Monday as the dollar tumbled after President Trump postponed strikes on Iranian energy infrastructure, citing "very good" talks to end the war. The euro added to its gains today after crude oil prices plunged more than -10%, a positive factor for the Eurozone economy, as Europe imports most of its energy needs. Gains in the euro were limited after the Eurozone Mar consumer confidence index fell more than expected to a nearly 2.5-year low. ECB Governing Council member Peter Kazimir said, "The ECB can do little about the inflation spike in the next few months, but if we judge that the risk of inflation remaining above our target for a prolonged period is significant, we will act with appropriate forcefulness to bring inflation back down...
Key Points Verizon's latest quarterly results impressed investors and gave the stock a big boost. While it's up big this year, the stock still trades at an attractive valuation. 10 stocks we like better than Verizon Communications › Shares of Verizon Communications (NYSE: VZ) are up an impressive 24% this year, dwarfing the S&P 500, which is down around 4% thus far. It's been one heck of a comebac...
Key Points Verizon's latest quarterly results impressed investors and gave the stock a big boost. While it's up big this year, the stock still trades at an attractive valuation. 10 stocks we like better than Verizon Communications › Shares of Verizon Communications (NYSE: VZ) are up an impressive 24% this year, dwarfing the S&P 500, which is down around 4% thus far. It's been one heck of a comeback story for Verizon's stock, which has struggled to win over investors in recent years. But despite its strong rally to start 2026, it may still have room to rise even higher. Here's why it may not be too late to invest in the dividend stock right now. 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 » The business has been looking much stronger of late In the past, there were growing concerns about whether Verizon could keep up with its rivals. But in the company's most recent earnings report, it appeared to put those fears to rest. In January, Verizon released strong numbers with the headline being that it generated the highest number of quarterly net adds since 2019. It finished 2025 with a modest 2.5% increase in revenue, with its top line climbing to $138.2 billion. Its operating income of $29.3 billion also rose by a modest 2%. While those weren't necessarily blowout numbers for the business, they did energize investors and give them confidence that the business is moving in the right direction under new CEO Dan Schulman, who said, "Verizon will no longer be a hunting ground for our competitors." The company also unveiled a strong forecast for profit and cash flow for the year ahead that beat analysts' expectations. Why Verizon's stock looks destined for more gains Although Verizon's stock may look like it's gotten too hot, there may still be much more room for it to rise higher. Even with its impress...
Key Points Over the last three years, rising demand for artificial intelligence (AI) has fueled market-beating gains in technology stocks. Current market conditions are making it clear that investors can no longer generate growth from a high concentration in chip or data center stocks. Cramer's advice is to start looking at companies and industries integrating AI into their workflows. 10 stocks we...
Key Points Over the last three years, rising demand for artificial intelligence (AI) has fueled market-beating gains in technology stocks. Current market conditions are making it clear that investors can no longer generate growth from a high concentration in chip or data center stocks. Cramer's advice is to start looking at companies and industries integrating AI into their workflows. 10 stocks we like better than Nvidia › Jim Cramer is one of the most recognizable personalities infinancial newsprogramming. As the longtime host of the evening television show Mad Money, Cramer's stock analysis is guaranteed to come with loads of enthusiasm and rapid-fire delivery. Prior to his media career, Cramer managed a hedge fund. This hands-on experience in portfolio management helped him form disciplined investing rules that can be applied during both bull and bear markets. 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 » Whether it's identifying growth trends, understanding sector dynamics, or breaking down market psychology, investors should pay attention to Cramer's advice. While he's not infallible, his perspective still carries a lot of weight on Wall Street -- often playing some influence in the moves made by both institutional and retail investors. While investing in technology stocks has been a near-guaranteed way to profit over the last few years, Cramer issued a stark warning for how investors should approach this sector in 2026. Let's dig into Cramer's views on the technology market right now and explore what he thinks makes a winning portfolio. Jim Cramer's warning about technology stocks echoes time-tested investing advice Over the last few months, Cramer has expressed concerns about growth stocks -- particularly artificial intelligence (AI) companies. His primary concern is that the days of gene...
Last week, Nvidia's public reveal of DLSS 5—and its "generative AI" enhanced glow-ups of gaming scenes—drew widespread condemnation from the gaming community . In a podcast published Monday, though, Nvidia CEO Jensen Huang tried to differentiate the technology's optional, artist-guided graphical enhancements from the "AI slop" that Huang says he’s not a fan of. As part of a nearly two-hour-long in...
Last week, Nvidia's public reveal of DLSS 5—and its "generative AI" enhanced glow-ups of gaming scenes—drew widespread condemnation from the gaming community . In a podcast published Monday, though, Nvidia CEO Jensen Huang tried to differentiate the technology's optional, artist-guided graphical enhancements from the "AI slop" that Huang says he’s not a fan of. As part of a nearly two-hour-long interview with the Lex Fridman Podcast , Huang was asked to explain the "drama" around DLSS 5 and "the gamers online [that] were concerned that it makes games look like AI slop." Huang responded that he "could see where they're coming from, because I don't love AI slop myself... all of the AI-generated content increasingly looks similar and they're all beautiful, so... I'm empathetic towards what they're thinking." At the same time, Huang said DLSS 5 is decidedly separate that kind of "slop," because it "is 3D conditioned, 3D guided." The artists behind a game are still the ones creating the in-game structural geometry and textures that form the "ground truth structure" that DLSS 5 works from, Huang said. "And so every single frame, it enhances but it doesn't change anything," he said. Read full article Comments
EV maker Tesla (NASDAQ:TSLA) closed Monday at $380.83, up 3.50%. The stock moved higher as investors weighed fresh analyst downgrades and delivery cuts against news surrounding Tesla’s artificial intelligence (AI) strategy. Trading volume reached 72.6 million shares, coming in nearly 18% above its three-month average of 61.3 million shares. Tesla IPO'd in 2010 and has grown 23,852% since going pub...
EV maker Tesla (NASDAQ:TSLA) closed Monday at $380.83, up 3.50%. The stock moved higher as investors weighed fresh analyst downgrades and delivery cuts against news surrounding Tesla’s artificial intelligence (AI) strategy. Trading volume reached 72.6 million shares, coming in nearly 18% above its three-month average of 61.3 million shares. Tesla IPO'd in 2010 and has grown 23,852% since going public. How the markets moved today The S&P 500 (SNPINDEX:^GSPC) advanced 1.16% to finish at 6,582, while the Nasdaq Composite (NASDAQINDEX:^IXIC) climbed 1.38% to close at 21,947. Among automobile manufacturing peers, Ford Motor Company (NYSE:F) closed at $11.76 (+2.08%) and General Motors (NYSE:GM) finished at $75.72 (+4.00%) as investors assessed sector safety and demand trends. What this means for investors Over the weekend, CEO Elon Musk revealed the Terafab initiative, outlining plans for a semiconductor manufacturing facility. This project will be a collaboration between Tesla, xAI, and SpaceX, with the early phases projected to require an investment in the tens of billions of dollars. Investors balanced those future plans with an analyst downgrade and $150 price target. Trip Chowdry with Global Equitites Research cited concerns over its AI strategy for the downgrade. Analysts at UBS (NYSE:UBS) also cut Tesla delivery forecasts and reports flagged mounting regulatory probes. Many investors still want to own Tesla stock based on future potential and plans touted by Musk. Weakness in the EV business itself hasn’t been what is driving its shares. That looked to be true again today. Don’t miss this second chance at a potentially lucrative opportunity Ever feel like you missed the boat in buying the most successful stocks? Then you’ll want to hear this. On rare occasions, our expert team of analysts issues a “Double Down” stock recommendation for companies that they think are about to pop. If you’re worried you’ve already missed your chance to invest, now is the best time to...
Brondby's Welsh boss Steve Cooper has been accused of dropping Bosnia-Herzegovina midfielder Benjamin Tahirovic as Wales are facing them on Thursday in a World Cup play-off semi-final. Bosnia-Herzegovina manager Sergej Barbarez made the claim, which has been denied by the Danish club. Wales and Bosnia-Herzegovina meet at the Cardiff City Stadium on Thursday with a home play-off final against Italy...
Brondby's Welsh boss Steve Cooper has been accused of dropping Bosnia-Herzegovina midfielder Benjamin Tahirovic as Wales are facing them on Thursday in a World Cup play-off semi-final. Bosnia-Herzegovina manager Sergej Barbarez made the claim, which has been denied by the Danish club. Wales and Bosnia-Herzegovina meet at the Cardiff City Stadium on Thursday with a home play-off final against Italy or Northern Ireland to follow for the winner, on Tuesday, 31 March. Barbarez told a press conference on Monday that former Swansea City boss Cooper had left Tahirovic out of their two most recent games because of Thursday's qualifier. Barbarez said: "Benjo has told me some things that are hard to believe. It has something to do with his coach's origin. "When your coach wishes you, but not your national team, good luck, it leaves room for thought. "He (Cooper) has told him that everything will return to normal after the national team season. "I am not like that, I love and value sport and competition more." Cooper, who was born in the south Wales town Pontypridd is also a former Leicester and Nottingham Forest boss. In the past Cooper dropped Tahirovic and Suriname defender Sean Klaiber, saying they had failed to "live up to the values" of the club. Brondby's communications director Soren Hanghoj refuted Barbarez's claim and said the player's omission was a "club decision". "This is quite a far-reaching speculation," Hanghoj said. "Steve has publicly stated the considerations behind the decision - and none of them have the slightest connection with either national team. That goes without saying. "It is not just a head coach who is the sponsor of a decision like the one in question here. "It is a club decision that has been made jointly by an entire coaching team and the sporting management. "And there are not that many Wales fans in Brondby after all."
Palantir Technologies (NASDAQ:PLTR) closed at $160.9, up 6.78%. The stock rose after the Pentagon confirmed its Maven AI platform as a program of record and news broke of a UK regulator trial contract, with investors watching for sustained government AI revenue. The company’s trading volume reached 56 million shares, which is nearly 17% above compared with its three-month average of 47.8 million s...
Palantir Technologies (NASDAQ:PLTR) closed at $160.9, up 6.78%. The stock rose after the Pentagon confirmed its Maven AI platform as a program of record and news broke of a UK regulator trial contract, with investors watching for sustained government AI revenue. The company’s trading volume reached 56 million shares, which is nearly 17% above compared with its three-month average of 47.8 million shares. Palantir Technologies went public in 2020 and has grown 1594% since its IPO. How the markets moved today The S&P 500 (SNPINDEX:^GSPC) rose 1.15% to 6,581, while the Nasdaq Composite (NASDAQINDEX:^IXIC) gained 1.38% to finish at 21,946.76. Within the software - infrastructure industry, Microsoft closed at $383.00 (+0.30%) and Oracle finished at $154.34 (+3.11%), reflecting continued investor enthusiasm for AI-driven platforms in the sector. What this means for investors Palantir Technologies rose after the U.S. Department of Defense designated its Maven AI platform as a program of record, a classification that typically signals long-term funding and integration into defense budgets. That shift indicates Palantir’s software is becoming embedded in government operations rather than tied to shorter-term pilot programs, supporting more durable revenue visibility from these contracts. The company also announced a trial engagement with the U.K.’s Financial Conduct Authority, pointing to potential expansion beyond defense into regulatory and financial crime applications. Investors will be watching whether Palantir can translate these developments into sustained government contract growth and broader adoption across commercial and regulated industries. Should you buy stock in Palantir Technologies right now? Before you buy stock in Palantir Technologies, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Palantir Technologies wasn’t one of them. The 10 stocks that made the cut could ...
Stephen Nesbitt was on no one’s list of Wall Street heavyweights when he bumped into a thirty-something salesman pitching the next big thing for wealthy investors: private credit. Nesbitt — who, as it happened, had written a book on private debt — took the idea and ran with it. Within a few years, he and his son Blake transformed their modest consulting business, Cliffwater LLC , into an unlikely ...
Stephen Nesbitt was on no one’s list of Wall Street heavyweights when he bumped into a thirty-something salesman pitching the next big thing for wealthy investors: private credit. Nesbitt — who, as it happened, had written a book on private debt — took the idea and ran with it. Within a few years, he and his son Blake transformed their modest consulting business, Cliffwater LLC , into an unlikely giant. Their strategy: rather than sweat the details of every direct loan themselves, they’d piggyback on the firms that did. They’d also invest in industry heavyweights, creating something akin to a fund-of-private-credit-funds. Now the father-and-son team, who rode private credit on the way up, risk falling hard on the way down. As investors in private credit funds rush for the exits, Cliffwater has become one of the biggest question marks in the $1.8 trillion industry. The worry isn’t so much that private loans will go bad all at once and crush the funds where Cliffwater has invested. It’s that antsy investors will keep asking for money back, prompting Cliffwater to dash for cash itself — instigating a vicious circle of redemptions and markdowns. Concerns center around the $33 billion Cliffwater Corporate Lending Fund , the largest of its kind in private credit. It’s what’s known as an interval fund, a type of closed-end vehicle that isn’t traded on an exchange but rather promises to buy back shares from investors at set intervals, usually quarterly, at net asset value. Cliffwater is legally obliged to buy back at least 5% every quarter if investors ask. That promise was a key selling point in good times. “Liquidity is the first-, second- and third-most important thing,” Blake Nesbitt emphasized at an industry roundtable this month. Trouble is, investors have been asking for a lot more back lately. In the first quarter, they demanded 14% from Cliffwater’s flagship fund. The firm capped redemptions at 7% or $2.3 billion — the first time that number had eclipsed inflows. T...
DOJ Moves For Permanent Dismissal Of Charges Against 2 Ex-Cops In Breonna Taylor Case Authored by Troy Myers via The Epoch Times, The Department of Justice (DOJ) is looking to permanently dismiss the cases against two former Louisville police officers connected to the night Breonna Taylor was killed six years ago, according to court documents filed Friday. Former Detective Joshua Jaynes and former...
DOJ Moves For Permanent Dismissal Of Charges Against 2 Ex-Cops In Breonna Taylor Case Authored by Troy Myers via The Epoch Times, The Department of Justice (DOJ) is looking to permanently dismiss the cases against two former Louisville police officers connected to the night Breonna Taylor was killed six years ago, according to court documents filed Friday. Former Detective Joshua Jaynes and former Sgt. Kyle Meany were accused of falsifying a warrant that led to the botched police raid on her apartment the night she died. Federal prosecutors said in the motion that their charges should be “dismissed in the interest of justice.” Lawyers for Jaynes, Travis Lock, told The Epoch Times in an email that he and Jaynes were “extremely happy” to learn of the DOJ motion. Michael Denbow, lawyer for Meany, wrote in an email to The Epoch Times that “Kyle [Meany] is incredibly grateful for today’s filing.” “He is looking forward to putting this matter behind him and moving forward with his life,” Denbow said. Taylor’s mother, Tamika Palmer, criticized the motion by the DOJ’s Civil Rights Division to dismiss Jaynes’s and Meany’s cases. “I am compelled to express my extreme disappointment in [President Donald] Trump and the Department of Justice,” Palmer said in a post on Facebook. Following Taylor’s death, the city of Louisville paid a $12 million wrongful death settlement to her family. Previously a federal judge dismissed the most serious charges—deprivation of rights with an enhancement of use of a dangerous weapon causing death—brought by the DOJ under President Joe Biden against Jaynes and Meany. Taylor, 26 years old at the time of her death in March 2020, was shot by police while three officers served a no-knock warrant as part of a drug investigation into her boyfriend, suspect Kenneth Walker. While carrying out the raid, Walker fired a shot that hit an officer in the leg. He later said he acted under the belief that intruders were breaking in. Police returned fire, and seve...
Solskin/DigitalVision via Getty Images Overview I have been at a “ Buy ” on Apogee Therapeutics ( APGE ) due to its potential in atopic dermatitis (AD) and Asthma. Apogee’s zumilokibart (APG777) is a subcutaneous monoclonal antibody that targets IL-13 dosed just 2-4x a year. While chronic disease markets favor infrequent dosing due to increased compliance, indications like AD and Asthma are crowde...
Solskin/DigitalVision via Getty Images Overview I have been at a “ Buy ” on Apogee Therapeutics ( APGE ) due to its potential in atopic dermatitis (AD) and Asthma. Apogee’s zumilokibart (APG777) is a subcutaneous monoclonal antibody that targets IL-13 dosed just 2-4x a year. While chronic disease markets favor infrequent dosing due to increased compliance, indications like AD and Asthma are crowded. And zumilokibart is also tasked with being, at worst, safe and non-inferior to popular alternatives like Sanofi's ( SNY ) DUPIXENT When I last wrote on Apogee, zumilokibart advanced to a Phase 2 clinical trial ( NCT06395948 ) in moderate-to-severe AD. Today, APGE is up 20% in intraday trading after reporting 52-week maintenance data in moderate-to-severe AD. So I thought now was a good time to reevaluate the stock. Moderate-to-Severe AD Before I get into zumilokibart’s data and compare it to current treatments, we have to point out some caveats beyond the obvious (i.e., cross-trial comparisons). Apogee’s Phase 2 utilizes an “as-observed” analysis rather than a “non-responder imputation.” This almost always results in higher reported efficacy percentages because it excludes the patients who leave the trial. While this is reasonable to use in what is essentially a proof-of-concept trial, you can bet that Apogee’s Phase 3 trial will employ the usual statistical analysis. Author's Compilation For those who aren’t aware, EASI-75 is the key efficacy endpoint in AD. This basically tells us how many patients have seen at least a 75% improvement in their AD. It is considered clinically significant. While the company frames other endpoints (Itch-NRS, EASI-90, EASI-100) “as-observed,” the “money slide” compares maintenance of EASI-75 response based on NRI for systemic rescue medication use or treatment discontinuation due to lack of efficacy (a more conventional benchmark). Source: https://investors.apogeetherapeutics.com/static-files/e9ca62f0-8c9f-4240-8b84-d10a1cb4f707 (Apogee) C...