In trading on Tuesday, the SPDR S&P Oil & Gas Exploration & Production ETF is outperforming other ETFs, up about 3.9% on the day. Components of that ETF showing particular strength include shares of Delek US Holdings, up about 9.3% and shares of Venture Global, up a
In trading on Tuesday, the SPDR S&P Oil & Gas Exploration & Production ETF is outperforming other ETFs, up about 3.9% on the day. Components of that ETF showing particular strength include shares of Delek US Holdings, up about 9.3% and shares of Venture Global, up a
PeterHermesFurian/iStock via Getty Images A Key Catalyst Has Now Materialized As we approach the end of March 2026, I thought it was an opportune time to update my investment thesis on silver ( XAGUSD:CUR ). As illustrated below, my last article on the subject was published in early February 2026, right after one of the most violent market crashes in silver's history. Almost two months later, one ...
PeterHermesFurian/iStock via Getty Images A Key Catalyst Has Now Materialized As we approach the end of March 2026, I thought it was an opportune time to update my investment thesis on silver ( XAGUSD:CUR ). As illustrated below, my last article on the subject was published in early February 2026, right after one of the most violent market crashes in silver's history. Almost two months later, one of the most important catalysts underpinning my bullish stance on precious metals has now materialized, and this is what I would like to discuss in more detail today. The quote below is an excerpt from my previous article published in early January 2026. In my personal view, the next crisis is likely to be triggered by a major geopolitical event. The Federal Reserve would have to intervene once again to liquify the bond markets, and fiscal deficits would surge to new record highs in line with military expenditures. Previous Ratings On Silver (Seeking Alpha, David Desjardins) As a quick reminder, silver futures traded on the COMEX went from a high of $121.79 on January 29 to a low of $74.00 on January 30, the equivalent of a ~40% decline in less than 24 hours. As I am writing this article, silver is hovering around $67.00 an ounce, after reaching a low of $61.21 earlier in the week. In other words, we are now in the midst of a ~50% drawdown, and I believe it creates a wonderful opportunity to increase my long position once again. I began accumulating silver back in December 2023 when it was still trading in the low $20s, and over the years, it has grown into the second-largest position in my investment portfolio. I would also say that among the 142 articles I have published so far since joining Seeking Alpha in September 2024, my thesis on silver is the most important of all, hence why I thought it would be appropriate to give an update today. Iran Closing The Strait Of Hormuz I discussed my concerns about the Strait of Hormuz for the first time on this platform back in Nove...
Iran-linked hackers have stepped up cyberattacks on Israel since the war began, wiping the data of over 50 small businesses and compromising dozens of security cameras, according to an Israeli official. Yossi Karadi, the director-general of the Israel National Cyber Directorate, told reporters on Tuesday that Iran had not infiltrated or disrupted critical infrastructure such as energy grids, banks...
Iran-linked hackers have stepped up cyberattacks on Israel since the war began, wiping the data of over 50 small businesses and compromising dozens of security cameras, according to an Israeli official. Yossi Karadi, the director-general of the Israel National Cyber Directorate, told reporters on Tuesday that Iran had not infiltrated or disrupted critical infrastructure such as energy grids, banks or hospitals. Israel, the US and Iran have for years been engaged in covert cyber operations designed to collect sensitive data or sabotage infrastructure. While Iran rarely acknowledges any impact, its energy minister this week said water and electricity facilities were damaged in a cyberattack it blamed on the US and Israel. According to Karadi, hackers affiliated with Iran have destroyed the data of over 50 small Israeli companies in the past few weeks, an unusually high number, he said. Most of the targeted companies had existing cybersecurity vulnerabilities, said Karadi. Companies with stronger cybersecurity protections weren’t affected, he said. He did not identify the victims, adding that most have since restored operations. Earlier this month, pro-Iran digital activist group Handala carried out a cyberattack against US medical technology maker Stryker Corp. , temporarily crippling the company’s global operations. The FBI later tied the Handala group to Iranian intelligence services. Karadi, who oversees the digital defense of civilian infrastructure, said his agency was also grappling with Iran’s hacking of public cameras in Israel. The agency said Iran had previously used hacked home security cameras during the June conflict to aid missile targeting and surveillance. Some 50 cameras have been hacked in the past three weeks, he said, describing the breaches as a challenge for security personnel. Officials quickly resolved those compromises, according to the cyber directorate. Most cyber operations targeting Israelis involve social engineering or influence campaign...
Two U.S. senators have asked U.S. Commerce Secretary Howard Lutnick to investigate whether remarks by Nvidia CEO Jensen Huang may have misled U.S. officials and influenced their decision to grant Nvidia licenses to send its AI chips to China. The letter on Monday from Senators Elizabeth Warren and Jim Banks, both members of the Senate Banking Committee, comes after the Justice Department last w...
Two U.S. senators have asked U.S. Commerce Secretary Howard Lutnick to investigate whether remarks by Nvidia CEO Jensen Huang may have misled U.S. officials and influenced their decision to grant Nvidia licenses to send its AI chips to China. The letter on Monday from Senators Elizabeth Warren and Jim Banks, both members of the Senate Banking Committee, comes after the Justice Department last week charged three men tied to Nvidia customer Super Micro Computer, including one of the company's co-founders who was photographed near Huang at an Nvidia conference last week, with smuggling billions of dollars worth of AI servers into China.
In this podcast, Motley Fool contributors Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center . When you're ready to invest, check out this top 10 list of stocks to buy . A full transcript is below. Continue reading
In this podcast, Motley Fool contributors Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center . When you're ready to invest, check out this top 10 list of stocks to buy . A full transcript is below. Continue reading
US President Donald Trump’s approval rating fell in recent days to its lowest point since he returned to the White House, hit by a surge in fuel prices and widespread disapproval of the war he launched on Iran, a Reuters/Ipsos poll found. The four-day poll, which closed on Monday, showed 36 per cent of Americans approve of Trump’s job performance, down from 40 per cent in a Reuters/Ipsos poll con...
US President Donald Trump’s approval rating fell in recent days to its lowest point since he returned to the White House, hit by a surge in fuel prices and widespread disapproval of the war he launched on Iran, a Reuters/Ipsos poll found. The four-day poll, which closed on Monday, showed 36 per cent of Americans approve of Trump’s job performance, down from 40 per cent in a Reuters/Ipsos poll conducted last week. Americans’ views on Trump soured significantly with regard to his stewardship over...
Bargain hunters are wise to pay careful attention to insider buying, because although there are many various reasons for an insider to sell a stock, presumably the only reason they would use their hard-earned cash to make a purchase, is that they expect to make money. Today we
Bargain hunters are wise to pay careful attention to insider buying, because although there are many various reasons for an insider to sell a stock, presumably the only reason they would use their hard-earned cash to make a purchase, is that they expect to make money. Today we
OpenAI is nearing a deal to raise about $10 billion from venture investors, according to people familiar with the matter, bringing the total haul from its latest funding round to roughly $120 billion. Abu Dhabi’s MGX, Coatue Management and Thrive Capital are set to participate in the round at a $730 billion valuation, not including the money raised, said the people, who spoke on condition of anony...
OpenAI is nearing a deal to raise about $10 billion from venture investors, according to people familiar with the matter, bringing the total haul from its latest funding round to roughly $120 billion. Abu Dhabi’s MGX, Coatue Management and Thrive Capital are set to participate in the round at a $730 billion valuation, not including the money raised, said the people, who spoke on condition of anonymity to discuss private information. Altimeter Capital is also planning to put in money, the people said. The investments are expected to be finalized by the end of this month, the people said. Talks are ongoing and the final amount could change. The ChatGPT maker announced last month that it had finalized a deal to raise $110 billion in funding from Amazon.com Inc. , Nvidia Corp. and SoftBank Group Corp . Bloomberg News previously reported OpenAI planned to seek more money from venture firms before completing the round. OpenAI declined to comment. Representatives for Coatue, MGX, Thrive and Altimeter did not respond to requests for comment. The deal marks OpenAI’s largest funding round to date and bolsters its costly push to secure more computing power and talent for AI development. The additional capital would bring OpenAI’s valuation to around $850 billion, including the money raised. OpenAI rival Anthropic PBC completed a deal last month to raise $30 billion from investors at a $380 billion valuation. MGX co-led that funding round.
Microsoft Corp. President Brad Smith says the company puts its own safety guardrails around artificial intelligence. He speaks during a panel discussion at CERA Week in Houston. (Source: Bloomberg)
Microsoft Corp. President Brad Smith says the company puts its own safety guardrails around artificial intelligence. He speaks during a panel discussion at CERA Week in Houston. (Source: Bloomberg)
Mohamad Faizal Bin Ramli/iStock via Getty Images Performance Recap For the quarter, the PGIM National Muni Fund Class Z returned 1.61% net of fees and outperformed the Bloomberg 1-15 Year Municipal Bond Index gross of fees. Key Contributors The Fund's yield curve positioning. An overweight to Special Assessment bonds. Key Detractors An overweight to Pre-Pay Gas bonds. Security selection in Housing...
Mohamad Faizal Bin Ramli/iStock via Getty Images Performance Recap For the quarter, the PGIM National Muni Fund Class Z returned 1.61% net of fees and outperformed the Bloomberg 1-15 Year Municipal Bond Index gross of fees. Key Contributors The Fund's yield curve positioning. An overweight to Special Assessment bonds. Key Detractors An overweight to Pre-Pay Gas bonds. Security selection in Housing bonds. Market Review In Q4, total return performance for tax-exempt municipal bonds was positive, as issuance remained heavy and the Fed resumed its rate cutting policy with a 25-bp cut in both October and December. While bonds on the long end of the muni curve outperformed short and intermediate bonds during the quarter, longer maturities underperformed short maturities as the muni curve steepened over the full year. The tax-exempt market, as represented by the Bloomberg Municipal Bond Index, returned 1.56% in Q4 (on a total return basis), while the Bloomberg Taxable Municipal Index posted total returns of 1.37%. Municipal/Treasury yield ratios on 5-year, 10-year, and 30-year maturities ended the period at 65% (+3 pp), 66% (-4 pp), and 88% (-2 pp), respectively. Gross issuance in December totaled $41 billion and net issuance totaled $10 billion, bringing gross and net issuance for 2025 to $582 billion and $237 billion, respectively. Taxable issuance was $2 billion, representing 6% of December's total gross supply. On the demand side, tax-exempt mutual bond funds posted around $4 billion in inflows in December, driven primarily by inflows from national funds, ETFs, and intermediate funds. For 2025, inflows totaled around $49 billion ($14 billion for mutual funds and $35 billion for ETFs). Redemptions in December totaled $31 billion, lower than the historical average for the month. Quarter The Fund's curve flattener positioning contributed to performance as the 5s20s portion of the muni curve flattened. The Fund's duration positioning detracted from performance. The Fund's ...
wildpixel/iStock via Getty Images Introduction I knew Mobileye Global Inc. ( MBLY ) way before I started investing. Living in Israel, the brand is known to everyone here, as it represents a tiny box we all have in our cars, which measures the distance to the car in front and makes an annoying “beep” if we get too close. At the same time, this company is so much more than that, and I’m sure most pe...
wildpixel/iStock via Getty Images Introduction I knew Mobileye Global Inc. ( MBLY ) way before I started investing. Living in Israel, the brand is known to everyone here, as it represents a tiny box we all have in our cars, which measures the distance to the car in front and makes an annoying “beep” if we get too close. At the same time, this company is so much more than that, and I’m sure most people don’t recognize how many of the automation innovations belong to them. Mobileye was the first to introduce things like automatic emergency braking (AEB), adaptive cruise control (ACC), lane-keeping assist (LKA), traffic jam assist (TJA), and forward collision warning (FCW). I know these are not the top-level innovations anymore, but they are all a part of Mobileye, together with all of the developments that come on top of that. For example, all of these are now part of its EyeQ system-on-chip (SoC), which is its main product used for fully autonomous vehicles. Today, more than 27 major car manufacturers use EyeQ for their assisted-driving tech, and more brands are choosing Mobileye over time. No discussion of robotaxis or autonomous cars ends without someone mentioning Mobileye, and even though the momentum right now is straightforwardly horrible, I have wanted to break down this company for quite some time now, as I am following both the AVs and Robotaxis closely. If I remember correctly, I even promised a couple of times in the comment section that I’ll take a look at this stock, so here we go. The stock is down 28% year-to-date and a staggering 50% over the last year. There are some concerning reasons behind it, from inventory to delayed launches with major car brands and intense competition, and the layoffs they decided to make as a result of weaker revenue. At the same time, the company is at a turning point, and I think a substantial part of the selloff has not much to do with the fundamentals, but just with the market’s overreaction. Data by YCharts In this anal...
NickyLloyd/E+ via Getty Images Shares of Freshpet ( FRPT ) are on the defensive and have retreated by as much as 17% in reaction to news that a competitor is bringing their fresh dog food to Walmart ( WMT ). Beginning in April , pet owners will be able to purchase The Farmer’s Dog fresh dog food at Walmart.com, expanding into a category currently dominated by Blue Buffalo ( GIS ) and Freshpet ( FR...
NickyLloyd/E+ via Getty Images Shares of Freshpet ( FRPT ) are on the defensive and have retreated by as much as 17% in reaction to news that a competitor is bringing their fresh dog food to Walmart ( WMT ). Beginning in April , pet owners will be able to purchase The Farmer’s Dog fresh dog food at Walmart.com, expanding into a category currently dominated by Blue Buffalo ( GIS ) and Freshpet ( FRPT ). While Freshpet ( FRPT ) differs from The Farmer’s Dog—selling refrigerated products versus The Farmer’s Dog’s frozen—and leads the category in total revenue and market share, The Farmer’s Dog is gaining ground and is recognized as the leading direct-to-consumer brand. The rivalry between the two intensified last week when Freshpet ( FRPT ) was accused by The Farmer’s Dog of misrepresenting its dog food as “human grade.” The BBB National Programs’ National Advertising Division (NAD) recommended Freshpet ( FRPT ) discontinue these claims and modify their advertising. Accordingly, Freshpet ( FRPT ) informed NAD that it would change the claim in a commercial, “How does Freshpet make healthy food for dogs? The same way you make healthy food for people” by removing the second sentence. The outcome weighed on shares of Freshpet ( FRPT ), extending a six-day losing streak for the stock. More on Freshpet Freshpet: Growth Dynamics Raising Questions Freshpet, Inc. (FRPT) Q4 2025 Earnings Call Transcript Freshpet, Inc. 2025 Q4 - Results - Earnings Call Presentation Oppenheimer sees Freshpet at an attractive entry point Freshpet to end claims that dog food is 'human grade'
Celsius, Monster Shares Slide As Costco Unveils 70-Cent Kirkland Energy Drink The supplement industry news website Stack3d reports that Costco has expanded its Kirkland Signature brand into energy drinks, a move likely to catch the attention of anyone who consumes these amped-up drinks throughout the day, given the sub-$1-per-can price point. Energy drink stocks are trading lower mid-session on Tu...
Celsius, Monster Shares Slide As Costco Unveils 70-Cent Kirkland Energy Drink The supplement industry news website Stack3d reports that Costco has expanded its Kirkland Signature brand into energy drinks, a move likely to catch the attention of anyone who consumes these amped-up drinks throughout the day, given the sub-$1-per-can price point. Energy drink stocks are trading lower mid-session on Tuesday, though it is unclear whether this is due to Kirkland's entry into the space. " Kirkland Signature Sparkling Energy Drink is now showing up in Costco warehouses in a variety pack of 24 cans, with eight cans each of three different flavors: Tropical, Peach, and Orange," Stack3d wrote in a note on Monday afternoon. Stack3d noted that each of these Kirkland cans includes " some taurine, glucuronolactone, and, of course, caffeine at 200mg, similar to Ghost and Celsius ." A 24-pack of energy drinks retails for $16.99 at Costco. The math works out to about 70 cents per can , a massive savings that will really add up for the daily user who spends roughly $2 to $3, if not more, per can. Based on current prices, Celsius 12-oz. singles are around $2.49 at Target, Alani Nu 12-oz. singles are about $2.57 at Walmart, and Red Bull 12-oz. cans are approximately $2.99 at Target. At Walmart, Celsius 12-packs are listed at $17.98, and at Target, they are $18.59, which works out to roughly $1.50 to $1.55 per can. Red Bull Sugarfree 8.4-oz. 12-packs at Walmart are listed at $19.48, or about $1.62 per can. Costco is unmatched, offering its Kirkland energy drink at just 70 cents per can in bulk. Google Search trends show that searches for Kirkland energy drink began to rise over the weekend. We suspect this trend is early in the cycle and will surge. Around noon in New York, Celsius shares are trading down about 6.5%, while Monster shares are down about 1%. There is no confirmation yet as to whether the pressure on shares is due to the debut of Kirkland energy drinks. Tyler Durden Tue, 03/...
The entire banking sector looks poised to score a major victory after regulators issued a proposal that would lower bank regulatory capital requirements. As a result, major banks, such as JPMorgan Chase (NYSE: JPM) , could see relief, potentially freeing up tens of billions of dollars to lend and increase share repurchases and dividends. Should you buy JPMorgan stock? Bank capital requirements hav...
The entire banking sector looks poised to score a major victory after regulators issued a proposal that would lower bank regulatory capital requirements. As a result, major banks, such as JPMorgan Chase (NYSE: JPM) , could see relief, potentially freeing up tens of billions of dollars to lend and increase share repurchases and dividends. Should you buy JPMorgan stock? Bank capital requirements have been a moving target since just after the Great Recession, when regulators implemented sweeping changes to make sure such a fiasco could never happen again. Continue reading
May NY world sugar #11 (SBK26 ) today is up +0.30 (+1.93%), and May London ICE white sugar #5 (SWK26 ) is up +13.70 (+3.05%). Sugar prices are sharply higher today, with NY sugar posting a 5-month high and London sugar posting a 5.5-month high. Today's +4% rally in crude...
May NY world sugar #11 (SBK26 ) today is up +0.30 (+1.93%), and May London ICE white sugar #5 (SWK26 ) is up +13.70 (+3.05%). Sugar prices are sharply higher today, with NY sugar posting a 5-month high and London sugar posting a 5.5-month high. Today's +4% rally in crude...