Tara Moore/DigitalVision via Getty Images Introduction Back when I last covered StoneCo ( STNE ), I highlighted their robust growth and strong financials, trading at an attractive valuation despite their significant potential to develop in Banking and Credit and even in the region over the longer term. With the valuation getting more attractive following the recent price drop and the potential to ...
Tara Moore/DigitalVision via Getty Images Introduction Back when I last covered StoneCo ( STNE ), I highlighted their robust growth and strong financials, trading at an attractive valuation despite their significant potential to develop in Banking and Credit and even in the region over the longer term. With the valuation getting more attractive following the recent price drop and the potential to see nearly 30% in shareholder returns in 2026 following the sale of their Linx business, STNE is upgraded to a Strong Buy. Excellent Growth Continues StoneCo IR Despite a solid year with revenue growing by ~13%, STNE dropped significantly on the day of the release, recognizing a ~$30.6 million (BRL 157.8 million) loss from the Linx divestment and an expense of $9.4 million (BRL 48.5 million) for settlements related to civil lawsuits, while TPV growth was also below expectations, signaling a slowdown in merchant transactions - although the Adjusted EPS grew by 33.6% YoY. StoneCo IR StoneCo’s guidance for 2026 remained within their guidance, with a midpoint in Adjusted Basic EPS of $2.15 per share (BRL 11.1), while the 2027 level was cut to a midpoint of $2.44 (BRL 12.6), although the 2027 guidance assumes no impact from their potentially massive buybacks that can continue, while the one for 2026 doesn’t include the potential special distributions that I’ll mention below, which might be a significant understatement that opens the potential for a beat. STNE also announced that the new managerial total capital ratio will drop from the previous safety cushion of at least 20% to 17%, which unlocks even more cash for the company to spend on growth or shareholder returns, being the result of their enhanced methodology, aiming to match the official standards used by the Brazilian central bank. After running the company for ~3 years and executing several strategic initiatives (divesting non-core assets such as Linx, streamlining the business, introducing a capital allocation framewor...
Citi is optimistic about the short-term stock performance of AMD (AMD.US) and Analog Devices (ADI.US), while regarding the Apple supply chain as a high-quality defensive play. 富途牛牛
Citi is optimistic about the short-term stock performance of AMD (AMD.US) and Analog Devices (ADI.US), while regarding the Apple supply chain as a high-quality defensive play. 富途牛牛
BloombergNEF projects that newly installed global solar capacity will reach around 648 GW in 2026, down slightly by 0.7% year-on-year. Photo: VCG The ongoing conflict in the Middle East and the resulting volatility in energy prices are reviving debate over whether energy-security fears could give renewable power a fresh lift, though analysts say any near-term demand boost is unlikely to resolve th...
BloombergNEF projects that newly installed global solar capacity will reach around 648 GW in 2026, down slightly by 0.7% year-on-year. Photo: VCG The ongoing conflict in the Middle East and the resulting volatility in energy prices are reviving debate over whether energy-security fears could give renewable power a fresh lift, though analysts say any near-term demand boost is unlikely to resolve the severe overcapacity in China’s solar industry. “From the long-term energy transition perspective, geopolitical conflicts do reinforce the importance of renewable energy, but it is difficult to improve the overcapacity in China’s solar industry in the short term,” a solar industry insider told Caixin.
Diane Farr has put her longtime Los Angeles–area home on the market and has committed to a life in Washington state near the Canadian set of her hit CBS drama.
Diane Farr has put her longtime Los Angeles–area home on the market and has committed to a life in Washington state near the Canadian set of her hit CBS drama.
Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the 10 best AI chip stocks to buy according to hedge funds. On April 1, Wells Fargo maintained the price target on Advanced Micro Devices Inc. (NASDAQ:AMD) at $345 while reiterating an Overweight rating. The firm recently placed AMD in its second-quarter Tactical Ideas List. According to […]
Advanced Micro Devices Inc. (NASDAQ:AMD) is one of the 10 best AI chip stocks to buy according to hedge funds. On April 1, Wells Fargo maintained the price target on Advanced Micro Devices Inc. (NASDAQ:AMD) at $345 while reiterating an Overweight rating. The firm recently placed AMD in its second-quarter Tactical Ideas List. According to […]
Micron Technology Inc. (NASDAQ:MU) is one of the 10 best AI chip stocks to buy according to hedge funds. On March 15, Micron Technology Inc. (NASDAQ:MU) made the announcement of its acquisition of the P5 site of Powerchip Semiconductor Manufacturing Corporation on March 15 after signing the agreement on January 17, 2026. The new site […]
Micron Technology Inc. (NASDAQ:MU) is one of the 10 best AI chip stocks to buy according to hedge funds. On March 15, Micron Technology Inc. (NASDAQ:MU) made the announcement of its acquisition of the P5 site of Powerchip Semiconductor Manufacturing Corporation on March 15 after signing the agreement on January 17, 2026. The new site […]
da-kuk Stock futures fell slightly Tuesday morning as investors watched the White House change its approach to the Middle East. President Donald Trump suggested he might hold off on planned military strikes against Iran, but only if there is clear proof that a peace deal is actually possible. This "wait-and-see" moment has left the market in a bit of a limbo; while the hope for peace is good news,...
da-kuk Stock futures fell slightly Tuesday morning as investors watched the White House change its approach to the Middle East. President Donald Trump suggested he might hold off on planned military strikes against Iran, but only if there is clear proof that a peace deal is actually possible. This "wait-and-see" moment has left the market in a bit of a limbo; while the hope for peace is good news, the lack of a final agreement is keeping traders cautious. Here are some of Tuesday's biggest stock movers: Biggest stock gainers Humana ( HUM ) +11% – Medicare insurers rallied after the Centers for Medicare & Medicaid Services said it will raise average Medicare Advantage payments by 2.48% for 2027, amounting to more than $13B in additional funding. The move lifted peers, including Elevance Health ( ELV ) +6%, UnitedHealth Group ( UNH ) +9%, CVS Health ( CVS ) +7%, and Centene Corporation ( CNC ) +4%, as investors priced in improved reimbursement outlooks. Shoe Carnival ( SCVL ) +5% – Shares gained after the CFO purchased 31,000 shares at $16.13 each, representing an investment of roughly $500K, signaling insider confidence in the company’s outlook. Biggest stock losers Mach Natural Resources LP ( MNR ) -5% – Shares declined after the company announced a secondary offering of ~9M common units by existing unitholders, including VEPU, Simlog, and Sabinal Energy Operating. The company will not issue new units or receive any proceeds from the sale. The offering includes a 30-day option for underwriters to purchase up to an additional 1.35M units, though completion of the transaction is not guaranteed. More on related stocks: UnitedHealth: Why It's Still Not Too Late To Buy The Turnaround The Quiet Turnaround In UnitedHealth Shoe Carnival's Rebannering Plan Might Not Be Going Well (Rating Downgrade) Quant check on insurer stocks as Medicare Advantage rate boost drives gains Insurance stocks jump on Medicare Advantage rate boost: Humana, UnitedHealth, lead gains
jaminwell/iStock Unreleased via Getty Images Investment Thesis Domino's Pizza, Inc. ( DPZ ) is the market-share leader in the US QSR (Quick Service Restaurant) pizza sector, representing 23% of the total retail sales in 2025. It had gained 11 points of market share over the last 11 years. Domino's is also aggressively expanding into the (relatively) underdeveloped international market. Largely ope...
jaminwell/iStock Unreleased via Getty Images Investment Thesis Domino's Pizza, Inc. ( DPZ ) is the market-share leader in the US QSR (Quick Service Restaurant) pizza sector, representing 23% of the total retail sales in 2025. It had gained 11 points of market share over the last 11 years. Domino's is also aggressively expanding into the (relatively) underdeveloped international market. Largely operated as a franchise model, DPZ has solid prospects for significantly growing their free cash flow for several years into the future. I believe that Domino's will continue to make strides in its same-store sales, net store count, and supply chain margin expansion. With the recent weakness in its stock price, I am recommending a Buy rating for Domino's, backed by its attractive business model and ability to compound the free cash flow. Domino's Pizza: Business Model The US QSR (pizza) sector is highly competitive, with the four leading national chains (Domino's, Pizza Hut, Papa John's, and Little Caesars) accounting for more than 50% market share; the remaining share is held by a long tail of local pizzerias. DPZ has three sources of revenue: US stores, international franchises, and supply chain. In the US, Domino's had 7,186 stores, 96% of which were franchised . The store count in the US increased from 6,355 in 2020, at a CAGR of 2.5%. All the franchisees pay 5.5% of their sales to Domino's as royalty fees for using their brand and a separate 6% to fund marketing expenses. On the international front, Domino's partners with master franchisees for each region, who in turn sub-franchise to other entities. This model helps Domino's to effectively scale in unfamiliar markets by leveraging the expertise of the regional master franchisees. Domino's currently receives only an average of 3% in royalty payments, likely due to this two-tiered franchise structure. The total count of international stores grew from 11,289 in 2020 to 14,956 in 2025, at a CAGR of 5.8% . In the US and Cana...
A New Yorker writer traces the web of deceit that led a troubled teenager to his violent death Early one winter morning in November 2019, a surveillance camera at MI6’s headquarters on the Thames registered the silhouette of a young man on the balcony of an apartment complex on the opposite side of the river. It was dark but the fifth-floor balcony was brightly lit. The man seemed to hesitate a mo...
A New Yorker writer traces the web of deceit that led a troubled teenager to his violent death Early one winter morning in November 2019, a surveillance camera at MI6’s headquarters on the Thames registered the silhouette of a young man on the balcony of an apartment complex on the opposite side of the river. It was dark but the fifth-floor balcony was brightly lit. The man seemed to hesitate a moment before he jumped. On the way down his hip struck the embankment wall and, possibly unconscious as he hit the water, he drowned. His body was found five hours later face down in riverbank mud, shirtless and in tracksuit bottoms. The autopsy revealed multiple injuries (including a broken jaw) that were caused either by the fall or by a prior assault; the pathologist was unable to determine which. The Metropolitan police identified the body as that of Zac Brettler, aged 19. He had spent the night he died with a gangland debt collector and drug trafficker named Verinder Sharma. Sharma, 55, said he owned the apartment and allowed Zac to stay with him in the complex rent-free. But phone records and CCTV showed that a third man, Akbar Shamji, had been present that night. A cryptocurrency and real estate trader who lived in Mayfair, Shamji denied any wrongdoing during police interrogation, and continues to maintain his innocence. He stated that Brettler was a compulsive liar who had pretended to be the son of a dead Russian oligarch in order to befriend him and his business associate Sharma. In a further bizarre imposture, Brettler used the alter-ego “Zac Ismailov” and even affected a Russian accent. Shamji could not be arrested on suspicion of murder since he was not in the apartment at the time of the fall. As for Sharma, the M16 camera provided proof that he had not pushed Brettler over the balcony. If these men did not cause the teenager’s death, who did? Continue reading...