Alones Creative Oil prices ( CL1:COM ), ( CO1:COM ) will take a couple of quarters to return to the comfortable $70-80 per barrel range even after a diplomatic agreement is reached on the Strait of Hormuz crisis, according to Aditya Saraswat, Rystad Energy’s Research Director for the MENA region. In an interview with CNBC, Saraswat cautioned that despite recent headlines suggesting negotiations be...
Alones Creative Oil prices ( CL1:COM ), ( CO1:COM ) will take a couple of quarters to return to the comfortable $70-80 per barrel range even after a diplomatic agreement is reached on the Strait of Hormuz crisis, according to Aditya Saraswat, Rystad Energy’s Research Director for the MENA region. In an interview with CNBC, Saraswat cautioned that despite recent headlines suggesting negotiations between the U.S. and Iran, the resumption of energy trade through the critical waterway remains months away. The current market volatility is being driven by “headline arbitrage” rather than fundamentals, Saraswat explained, pointing to the whiplash that followed President Trump’s Truth Social post suggesting negotiations with Iran were underway. Prices dropped nearly 10% before recovering when Iranian officials denied the talks were happening. The Rystad analyst emphasized that this is “a military and a political problem, which is something that energy markets and especially the oil and gas markets cannot solve on its own.” The disruption has already become the largest in the history of oil markets, with active field closures occurring across the region. The Strait of Hormuz accounts for approximately 20% of global oil and LNG trade, with the majority flowing toward Asian markets. “We are months away from resumption of energy trade through the Strait of Hormuz,” Saraswat said, noting that even once de-escalation begins, there will be an additional lag of about a month before supply resumption can follow. Operational challenges will further complicate any recovery. With storage facilities at full capacity, operators in the Gulf will need two to four weeks to bring shut-in fields back to pre-conflict production levels, depending on the maturity of the fields and any damages incurred during the shutdown process. Even after traffic begins to normalize, high premiums will persist as the market tests the durability of any political resolution. Saraswat expects shipping traffic to ...
A former Hong Kong civil servant has been jailed for 12 months for threatening to burn down the newsrooms of the South China Morning Post and five other media outlets if they refused to publish seditious material he had created to frame the husband of his former girlfriend. West Kowloon Court on Tuesday heard the guilty pleas from Tse Chun-pan, 43, who had set up a website selling merchandise them...
A former Hong Kong civil servant has been jailed for 12 months for threatening to burn down the newsrooms of the South China Morning Post and five other media outlets if they refused to publish seditious material he had created to frame the husband of his former girlfriend. West Kowloon Court on Tuesday heard the guilty pleas from Tse Chun-pan, 43, who had set up a website selling merchandise themed around the 2019 anti-government protests and demanded that six local media publish screenshots of...
DeepSeek , the Chinese AI startup challenging the leaders of Silicon Valley, posted a cluster of job openings for specialists in agentic artificial intelligence and other positions, as enthusiasm for the technology that can carry out tasks without human intervention grips China. The 17 job postings include roles for Agent Deep Learning Algorithm Researcher, Agent Data Evaluation Expert and Agent I...
DeepSeek , the Chinese AI startup challenging the leaders of Silicon Valley, posted a cluster of job openings for specialists in agentic artificial intelligence and other positions, as enthusiasm for the technology that can carry out tasks without human intervention grips China. The 17 job postings include roles for Agent Deep Learning Algorithm Researcher, Agent Data Evaluation Expert and Agent Infrastructure Engineer. Other openings describe the need for candidates to become “deeply involved in the application of DeepSeek models in search, content creation, multi-modal and agent scenarios.” No salary ranges were disclosed. The recruiting site listings mark a move beyond traditional large language models popularized by the likes of OpenAI and toward AI agents, which are increasingly used for planning, reasoning and operating across digital environments with minimal human oversight. China has been seized by an agentic fever over the past few weeks as local companies and consumers rapidly adopt OpenClaw, open source software that can be plugged into messaging services like WhatsApp and WeChat. DeepSeek, which exploded on the global tech scene just over a year ago with the debut of its R-1 reasoning model , has been expected to unveil a new version of its flagship model any day. But the secretive Hangzhou-based startup hasn’t announced the new technology or publicly discussed the timing. DeepSeek didn’t immediately respond to requests for comment for this story. Read More: DeepSeek’s ‘Tech Madman’ Is Threatening US Dominance Over AI Chinese media reports suggest the anticipated DeepSeek V4 is optimized for coding and long-context software engineering tasks. The startup is also collaborating with domestic chipmakers Huawei Technologies Co. and Cambricon Technologies Corp. to fine-tune its models through close hardware integration. In the meantime, the company has been leaning heavily into agentic AI, launching DeepSeek-V3.2 in December, with designs to transform founda...
Kwangmoozaa/iStock via Getty Images Since my previous article on auto parts manufacturer Cooper-Standard Holdings Inc. ( CPS ), the company has reported Q4 and FY2025 earnings and completed a refinancing of its debt. Although Q4 2025 earnings came in below expectations, the business continued to exhibit the margin expansion that is core to my investment thesis, and the miss was driven by temporary...
Kwangmoozaa/iStock via Getty Images Since my previous article on auto parts manufacturer Cooper-Standard Holdings Inc. ( CPS ), the company has reported Q4 and FY2025 earnings and completed a refinancing of its debt. Although Q4 2025 earnings came in below expectations, the business continued to exhibit the margin expansion that is core to my investment thesis, and the miss was driven by temporary disruption of production at Ford Motor Company ( F ), which should be made up in 2026. The company’s debt refinancing, which was completed a few days after earnings were announced, was a little disappointing. I had initially hoped that the company might save up to $20m in yearly interest expense by paying down some of the debt with cash on hand, drawing on the ABL facility at a lower interest rate and refinancing the rest, however, they instead chose to refinance the full amount, saving perhaps £6m at most. This means a bump in EPS of $0.32 vs the $1+ I had hoped for. The market seems to agree that this refinancing was sub-optimal, as it has given up all its post-earnings and immediate post-refinancing gains. As a result, the risk/reward continues to be attractive, despite slight downward adjustments to my long-term EPS targets. I still think $10+ EPS is possible by 2030, hence, with the stock around $29, I re-iterate my Buy rating. Earnings Review Cooper-Standard reported Q4 and FY2025 earnings on 12 February 2026. Adjusted EPS of -$1.73 for the quarter missed by a 60 cent margin, but revenue of $672.4m beat by $30.9m and was up 1.8% year-over-year. GAAP EPS was actually positive at $0.18 a share. The difference is largely accounted for by a “deferred tax valuation allowance reversal”, as it was in Q4 2024. This means that the company, through a lack of profitability, has acquired deferred tax assets, meaning that when it becomes profitable again, it will be allowed to pay less tax on those profits by offsetting them against previous losses. These deferred tax assets get ...
Stocks were in retreat Tuesday, giving up some of the previous session's gains, as investors continued to worry about the war in Iran. All four major U.S. indices — the Dow, S&P 500, Nasdaq, and Russell 2000 — were down. Iran has started charging transit fees on some commercial vessels passing ...
Stocks were in retreat Tuesday, giving up some of the previous session's gains, as investors continued to worry about the war in Iran. All four major U.S. indices — the Dow, S&P 500, Nasdaq, and Russell 2000 — were down. Iran has started charging transit fees on some commercial vessels passing ...
Getty Images Elevator Thesis IREN Limited ( IREN ) has been shaking the AI cloud industry. IREN is a fast-pivoting AI compute company that started as a Bitcoin miner. Simply put, it offers the power and infrastructure that companies require to execute large-scale AI workloads with great speed and efficiency. The company is already executing GPU deployments, which puts its transformation into full ...
Getty Images Elevator Thesis IREN Limited ( IREN ) has been shaking the AI cloud industry. IREN is a fast-pivoting AI compute company that started as a Bitcoin miner. Simply put, it offers the power and infrastructure that companies require to execute large-scale AI workloads with great speed and efficiency. The company is already executing GPU deployments, which puts its transformation into full swing. To say the least, the heavyweights are already on board with IREN. For example, Microsoft ( MSFT ) signed a multi-year AI agreement, Nvidia ( NVDA ) is providing the GPUs, and Dell Technologies ( DELL ) is powering the major infrastructure. Even CoreWeave ( CRWV ) and Nebius ( NBIS ) are also showcasing what can be done in neoclouds. However, IREN is taking a step further in its vertically integrated approach. It aligns power, hardware, and enterprise contracts in a meaningful way. Moreover, the physical stack ownership enables IREN to convert the capacity into revenue more quickly than the competitors that depend on third-party hosts. Kent Draper, the Chief Commercial Officer of IREN, claimed in Q2 2026 earnings call , “Demand is not the constraint for us.” That is what backs my point. Execution, not interest, is the real constraint in AI infrastructure. Furthermore, IREN’s initial performance is already showing results. The revenue of AI Cloud Services is increasing with Bitcoin mining financing the pivot. The stock is currently trading at around $41. Within the present configuration, it can grow in the next few months, provided deployments remain on time. Things may go even faster in case AI revenue increases faster than predicted or new partnerships are formed. There are risks, but I view IREN as a Buy with a long runway. Execution is already underway, and for those investors who can withstand a bit of volatility, there is clear upside potential. The Moat: Power, Vertical Integration, and Speed to Compute Speed and reliability cannot be purchased through money al...
tupungato/iStock Editorial via Getty Images Thesis Dave & Buster's Entertainment, Inc. ( PLAY ) operates a chain of restaurants and entertainment centers with arcade games across North America. When I last covered PLAY, I rated it a Hold because the valuation looked inexpensive, but weak comps and slow growth made it hard to justify a more bullish call. Since that note, the stock has been hammered...
tupungato/iStock Editorial via Getty Images Thesis Dave & Buster's Entertainment, Inc. ( PLAY ) operates a chain of restaurants and entertainment centers with arcade games across North America. When I last covered PLAY, I rated it a Hold because the valuation looked inexpensive, but weak comps and slow growth made it hard to justify a more bullish call. Since that note, the stock has been hammered. Seeking Alpha Another slice of that drop happened yesterday (even though most of the overall market was green), thus continuing its steady decline to fresh lows in search of a new support level. TradingView Historically speaking, PLAY is a newcomer, starting its trading life in late 2014. Before it ever hit the market, it showed up in pop culture via a 2009 episode of It's Always Sunny in Philadelphia called “ The Great Recession ,” where Dennis informs Frank (Danny DeVito) that 'if you’re looking for a better steak in an arcade setting, you are [censored] out of luck. ' Worth a watch if you’re craving a dose of absurd, brilliant comedy and a nostalgic satire of an equally absurd moment in the markets. Today, based on momentum alone, you could say Dave & Buster's appears to be in a crisis of its own, not unlike the Global Financial Crisis of the time. Which raises the obvious question: is this a breakdown or an opportunity? It’s been over six months since my last coverage. With earnings scheduled for the end of the month, I got back up to speed on the company, looking for a possible contrarian play or a chance to start a position. That said, I'm still neutral. I'd really like to see clearer proof that the company’s operational reset is actually leading to steady customer demand and more reliable, long-term profitability before getting bullish. Dave & Buster's: Pressing Start on Eat-Drink-Play Again Comparable store sales , Q3 months (Aug–Sep): weaker and contributed to the -4% quarterly comp October: improved to about -1% November: similar to October (-1%). The last quart...
Moscow appears to step up spring offensive amid concerns international focus on Iran war leaves Kyiv more vulnerable Russia has launched a fresh wave of missile and drone strikes on civilian areas across Ukraine, killing at least five people, as Moscow appears to be stepping up a spring offensive intended to break Ukrainian resistance along the front. Moscow fired nearly 400 long-range drones and ...
Moscow appears to step up spring offensive amid concerns international focus on Iran war leaves Kyiv more vulnerable Russia has launched a fresh wave of missile and drone strikes on civilian areas across Ukraine, killing at least five people, as Moscow appears to be stepping up a spring offensive intended to break Ukrainian resistance along the front. Moscow fired nearly 400 long-range drones and 23 cruise missiles overnight, Ukraine’s air force said, marking one of the largest attacks in weeks after a relative lull. Continue reading...
Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Strategy lagged the Russell Midcap® Growth Index in the fourth quarter due to stock selection. The performance was in line with expectations for the full year. The firm believes […]
Brown Advisory, an investment management company, released its “Brown Advisory Mid-Cap Growth Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Strategy lagged the Russell Midcap® Growth Index in the fourth quarter due to stock selection. The performance was in line with expectations for the full year. The firm believes […]
"Awful News": Nintendo Shares Get 'Donkey Konged' After Switch 2 Production Cut Nintendo shares in Tokyo tumbled overnight after Bloomberg reported that the gaming company has slashed production of the Switch 2 handheld amid soft holiday-season demand and underwhelming U.S. sales. *NINTENDO CUTS SWITCH 2 OUTPUT BY OVER 30% ON WEAK HOLIDAY SALES wait, wasn't this thing supposed to be as popular as ...
"Awful News": Nintendo Shares Get 'Donkey Konged' After Switch 2 Production Cut Nintendo shares in Tokyo tumbled overnight after Bloomberg reported that the gaming company has slashed production of the Switch 2 handheld amid soft holiday-season demand and underwhelming U.S. sales. *NINTENDO CUTS SWITCH 2 OUTPUT BY OVER 30% ON WEAK HOLIDAY SALES wait, wasn't this thing supposed to be as popular as chatgpt? — zerohedge (@zerohedge) March 24, 2026 Nintendo is expected to produce 4 million Switch 2 units instead of the originally planned 6 million, with the lower production rate expected to continue into the second quarter. Despite a record June 2025 launch and 17.37 million units sold since release, management appears disappointed that momentum and hype for the Switch 2 have faded. Japan has held up better than overseas markets, helped by a cheaper domestic-only variant, while U.S. demand has been soft. " This hardware shortfall in its first year, during its big holiday season, is awful news ," Asymmetric Advisors analyst Amir Anvarzadeh wrote in a note. Sources noted that the output reduction should not affect Nintendo's ability to meet the average Wall Street analyst estimate of about 20 million Switch 2 units sold in the fiscal year through this month. A soft U.S. market is yet another concern for Nintendo, as soaring memory chip costs squeeze margins and may force a price hike that could further crimp consumer demand. Related: Nintendo Profit Misses As Soaring Memory Prices Could Become Major Headache The lack of a robust software pipeline has failed to energize consumers. Anvarzadeh said, "Clearly, the software lineup has been poor, at least until most recently, with Pokémon showing some hope. " The market reaction in Tokyo was negative following the BBG report, with shares closing down nearly 5%. For the year, shares are down 15.2% and nearly 39% from the peak in late summer 2025. The big takeaway is that Nintendo is not facing a launch failure, but it is struggl...
He’s done it again. The convicted sex offender, creator of victims, has gone and created another one – himself I see Huw Edwards is still not the subject of any of his verbs. The BBC’s former iconic newsreader (trademark: Huw Edwards) has emerged from a minibreak in the wilderness to excoriate Channel 5’s forthcoming dramatisation of his downfall. “Mental illness is misunderstood by many but can n...
He’s done it again. The convicted sex offender, creator of victims, has gone and created another one – himself I see Huw Edwards is still not the subject of any of his verbs. The BBC’s former iconic newsreader (trademark: Huw Edwards) has emerged from a minibreak in the wilderness to excoriate Channel 5’s forthcoming dramatisation of his downfall. “Mental illness is misunderstood by many but can never be an excuse for criminality,” Huw informed the public , the overwhelming majority of whom are already well across this particular point. “It can, however, at least help explain why people sometimes behave in shocking and reprehensible ways, and why things fell apart for me in the way they did.” Fell apart because of you, I think you’ll find. Anyway, there was a lot more of Edwards’s lengthy statement. “I have been open about my struggle with persistent mental illness over a period of 25 years,” he continued. “What is less well known is the severity of that condition, which was managed successfully until the downward spiral which led to an appalling outcome.” Again, note the tragic passivity of “an appalling outcome”, as though a flow chart and not a person has led us somewhere we’d very much rather not be. Marina Hyde is a Guardian columnist Do you have an opinion on the issues raised in this article? If you would like to submit a response of up to 300 words by email to be considered for publication in our letters section, please click here . Continue reading...
(RTTNews) - MongoDB Inc. (MDB), a software company, on Tuesday, announced that outgoing Chief Revenue Officer Paul Capombassis will support the transition through the second quarter.
(RTTNews) - MongoDB Inc. (MDB), a software company, on Tuesday, announced that outgoing Chief Revenue Officer Paul Capombassis will support the transition through the second quarter.