New research suggests that gifted men are less conservative in their political views than men of average cognitive ability. A study conducted in Germany found that men with higher IQs are less inclined to traditional values, but the lead author, psychologist and intelligence researcher Maximilian Krolo of Saarland University said the researchers did not find these differences among women. The stud...
New research suggests that gifted men are less conservative in their political views than men of average cognitive ability. A study conducted in Germany found that men with higher IQs are less inclined to traditional values, but the lead author, psychologist and intelligence researcher Maximilian Krolo of Saarland University said the researchers did not find these differences among women. The study was based on the Marburg Giftedness Project, for which more than 7,000 children in primary school...
Shares of U.S.-based oil producer Occidental Petroleum (NYSE: OXY) were falling on Tuesday, down 4.9% as of 1:00 p.m. EDT. Occidental is largely a U.S.-based oil and gas producer, with deep, low-cost inventory in the Permian Basin in West Texas, among other U.S. locations. The company also has a fair amount of debt on its balance sheet -- the result of two major acquisitions over the past seven ye...
Shares of U.S.-based oil producer Occidental Petroleum (NYSE: OXY) were falling on Tuesday, down 4.9% as of 1:00 p.m. EDT. Occidental is largely a U.S.-based oil and gas producer, with deep, low-cost inventory in the Permian Basin in West Texas, among other U.S. locations. The company also has a fair amount of debt on its balance sheet -- the result of two major acquisitions over the past seven years. As such, Occidental's stock is highly sensitive to oil prices and was an outsize beneficiary of the Strait of Hormuz closure, since some of its Middle East competitors have been cut off from global markets. Continue reading
Rebecca Retting, chief legal officer and chief operating officer at Jito Labs, joins Scarlet Fu and Tim Stenovec on "Bloomberg Crypto." The CLARITY Act passed the House in July 2025 but awaits Senate approval, leaving the most sweeping US crypto market-structure reform in limbo. (Source: Bloomberg)
Rebecca Retting, chief legal officer and chief operating officer at Jito Labs, joins Scarlet Fu and Tim Stenovec on "Bloomberg Crypto." The CLARITY Act passed the House in July 2025 but awaits Senate approval, leaving the most sweeping US crypto market-structure reform in limbo. (Source: Bloomberg)
alexsl/iStock via Getty Images PJT Partners ( PJT ) is a great firm. Restructuring continued to make headway in the previous results. Park Hill, the placement and secondary business, also continues to make records despite challenging comps last year, with secondaries becoming an interesting asset class for allocators in their own right. We were worried about a Park Hill slowdown in our previous co...
alexsl/iStock via Getty Images PJT Partners ( PJT ) is a great firm. Restructuring continued to make headway in the previous results. Park Hill, the placement and secondary business, also continues to make records despite challenging comps last year, with secondaries becoming an interesting asset class for allocators in their own right. We were worried about a Park Hill slowdown in our previous coverage . Advisory also did well. Since the results, the Iran War began, which is increasing costs of capital and has already dented deal volumes significantly. The fall-through of ceasefire talks means the hostilities will continue for the time being, with the conflict possibly escalating on the blockade, and transits already aborted halting a momentary resumption of volumes. The hoped-for sponsor recovery, talked up on account of the rate cuts finally having come in 2025, may not continue to materialize. Moreover, hopes pinned on equity markets to support other corporate finance activity may also be harmed due to the onset of the Iran War. The SaaS-pocalypse has also been a challenge for the advisory industry in general. But in the case of all these issues, while advisory might see Q1 pressure, restructuring could actually benefit from Iran War pressures on the economy and on financial options for over-leveraged companies, and some of the factors that led to strong Park Hill performances could also be persisting as sponsors once again back off from coming back to market. The SaaS-pocalypse could also help advisory, as it already has in Q4. PJT is always the go-to countercyclical large-ticket advisory play, and it's even lagged the most YTD despite its relative attractiveness in the current market. We're not sure we'd play it because it does trade at double the trailing earnings PE of Moelis ( MC ), but it's more defensive than similarly discounted options since the onset of the war in terms of price performance. Data by YCharts Results and What's Next The company continues...
AI has massive power needs. Electricity demand by data centers in the U.S. skyrocketed 22% last year to 61.8 gigawatts (GW). That's enough to power nearly 55 million homes for a year. According to a projection by S&P Global 's 451 Research, the annual power needs of U.S. data centers could hit 134.4 GW by 2030. The surge in power demand is driving AI data center developers to secure power supplies...
AI has massive power needs. Electricity demand by data centers in the U.S. skyrocketed 22% last year to 61.8 gigawatts (GW). That's enough to power nearly 55 million homes for a year. According to a projection by S&P Global 's 451 Research, the annual power needs of U.S. data centers could hit 134.4 GW by 2030. The surge in power demand is driving AI data center developers to secure power supplies. One company they're turning to is Bloom Energy (NYSE: BE) . The fuel cell stock was up more than 20% at one point today after expanding its partnership with Oracle (NYSE: ORCL) . It could have a lot more room to run. Image source: The Motley Fool. Continue reading
tupungato/iStock Editorial via Getty Images Microsoft Corporation ( MSFT ) has its share of positive tailwinds. Upgrades to Copilot and building momentum in Azure, for example, have been viewed favorably by analysts across the Street. The positive outlook, however, hasn’t helped shares rebound significantly since MSFT’s last earnings update in January. With its fiscal Q3 on deck for later in April...
tupungato/iStock Editorial via Getty Images Microsoft Corporation ( MSFT ) has its share of positive tailwinds. Upgrades to Copilot and building momentum in Azure, for example, have been viewed favorably by analysts across the Street. The positive outlook, however, hasn’t helped shares rebound significantly since MSFT’s last earnings update in January. With its fiscal Q3 on deck for later in April , I believe the stock is worth attention. Shares are currently down over 20% YTD and are trading at the back half of their 52-week range. Seeking Alpha - YTD Share Price Performance Of MSFT Stock While I ultimately view the stock as a Hold at current levels, I believe Q3 could serve as a staging ground for an eventual recovery in the stock price. MSFT Stock Key Metrics At current pricing, MSFT commands a forward of about 23x earnings. That’s quite reasonable, especially when considering that MSFT has traded above the 30x foot level over the past five years. In addition, MSFT has been churning out better-than-expected earnings, and this has contributed to a lower multiple in relation to MSFT’s current enterprise value (“EV”). Its EV to EBITDA, for example, stands at about 16.5x. That’s below both historical multiples and the broader sector averages. Seeking Alpha - Valuation Metrics Of MSFT Stock It surprises me, then, that MSFT grades so poorly on valuation by Seeking Alpha’s (“SA”) quant scores. Shares are holding a D- here. This is likely due to MSFT’s price-to-sales ratio, which currently sits at 9x, well above the sector median. That said, the multiple still lands below MSFT’s historical, and that is despite MSFT’s new and ongoing growth initiatives. While the quants stand more neutrally on MSFT, the broader analyst community is significantly more bullish, with both the SA analyst community and Wall Street rating shares as a Buy and Strong Buy, respectively. Furthermore, across the Wall Street community, consensus estimates see shares valued fairly at the $585/share ma...
amgun/iStock via Getty Images Investment Thesis The article discusses Roundhill’s new fund, Roundhill Memory ETF ( DRAM ), established on April 1, 2026, to invest in global companies operating in the information technology sector, particularly memory chips. At the same time, the fund prospectus stipulates the possibility of both direct ownership of shares and the usage of derivative instruments (s...
amgun/iStock via Getty Images Investment Thesis The article discusses Roundhill’s new fund, Roundhill Memory ETF ( DRAM ), established on April 1, 2026, to invest in global companies operating in the information technology sector, particularly memory chips. At the same time, the fund prospectus stipulates the possibility of both direct ownership of shares and the usage of derivative instruments (swaps and futures) for this purpose. To date, this fund has already raised $428.42 million under management, demonstrating its initial relevance given the current growth cycle of companies that manufacture and sell memory. My article's main argument is to bet on DRAM with a "Buy" recommendation, since, even though the portfolio is highly concentrated (with only 10 holdings, of which 3 account for up to 75% of the total weight), its shares include companies that are technology leaders in the DRAM (dynamic random-access memory), NAND and NOR flash memory, and HDD (hard disk drive) segments. They are well-known players whose stock prices have demonstrated hyperbolic growth in market value in previous years due to the rapid increase in demand for memory chips. One of the main drivers of the current bull cycle is the development of the AI industry, which requires memory chips for the operation of data centers. With technological progress continuing and expectations of significant continued growth in demand for AI applications and cloud services, demand for memory is set to rise further. To estimate the growth in market value of companies where DRAM invests, one can look at the price return since the beginning of 2026. Some assets have increased their market capitalization by 2–3x in just Q1 of this year. Price Return, YTD Outlook on the Memory Sector The rationale behind my recommendation to buy the new DRAM ETF is based on the premise that the memory sector will continue to experience exponential growth as a result of increasing demand. Even though Alphabet Inc.'s ( GOOGL )( GOO...
Former Senator Joe Manchin said continued attempts in Congress to use party-line votes to pass spending legislation in Congress part of the reason the federal debt is ballooning. He joined Bloomberg's Balance of Power to discuss. (Source: Bloomberg)
Former Senator Joe Manchin said continued attempts in Congress to use party-line votes to pass spending legislation in Congress part of the reason the federal debt is ballooning. He joined Bloomberg's Balance of Power to discuss. (Source: Bloomberg)
Bloomberg Intelligence's Dushyant Shahrawat joins Scarlet Fu and Tim Stenovec on "Bloomberg Crypto." The US crypto industry has made dramatic progress the past year, but key parts remain unsettled and the rulebook unfinished -- holding back even more meaningful progress as other regions move ahead with clearer frameworks. (Source: Bloomberg)
Bloomberg Intelligence's Dushyant Shahrawat joins Scarlet Fu and Tim Stenovec on "Bloomberg Crypto." The US crypto industry has made dramatic progress the past year, but key parts remain unsettled and the rulebook unfinished -- holding back even more meaningful progress as other regions move ahead with clearer frameworks. (Source: Bloomberg)
Over the past couple of years, Palantir Technologies (NASDAQ: PLTR) has emerged as one of the most closely watched companies in the artificial intelligence (AI) sector. Its platforms aim to help organizations operationalize AI by connecting data, models, and decision-making into a single system. That vision has fueled strong investor enthusiasm for the stock. But not every growth story unfolds as ...
Over the past couple of years, Palantir Technologies (NASDAQ: PLTR) has emerged as one of the most closely watched companies in the artificial intelligence (AI) sector. Its platforms aim to help organizations operationalize AI by connecting data, models, and decision-making into a single system. That vision has fueled strong investor enthusiasm for the stock. But not every growth story unfolds as expected. Having considered the base and bull cases in previous articles, let's now look at the potential bear case for the company -- where Palantir remains successful and profitable, yet falls short of becoming the dominant enterprise AI platform many investors anticipate. Image source: Getty Images. Continue reading
Justin Sullivan/Getty Images News Gigafactory Shanghai could be a key part of Tesla's ( TSLA ) plan to industrialize the Optimus humanoid robot. Tesla China president Wang Hao has said the Shanghai facility is already equipped to build humanoid robots and can "shoulder important responsibilities" for new products, including robots. Ho described the massive Shanghai site as the “golden key” to solv...
Justin Sullivan/Getty Images News Gigafactory Shanghai could be a key part of Tesla's ( TSLA ) plan to industrialize the Optimus humanoid robot. Tesla China president Wang Hao has said the Shanghai facility is already equipped to build humanoid robots and can "shoulder important responsibilities" for new products, including robots. Ho described the massive Shanghai site as the “golden key” to solving the challenge of mass Optimus production. The remarks are the first indication that Tesla ( TSLA ) is seriously considering using Shanghai as a future production base for more than electric vehicles. Following concerns from Elon Musk about ramping up large-scale production of Optimus, the Gigafactory Shanghai's combination of high automation, dense local supplier networks, and a trained workforce is seen as the best answer to the manufacturing challenges. The mass‑market Optimus is envisioned as a relatively affordable, general‑purpose humanoid that can handle a wide range of physical tasks in factories, warehouses, and eventually homes and service environments. Tesla ( TSLA ) has floated a target price in the roughly $20K to $30K range, with the goal of selling robots at a scale comparable to cars. On the hardware side, Optimus is expected to maintain human‑like proportions, bipedal locomotion, and significant lifting capacity, powered by a battery around 2.3 kWh that should enable a full work shift of operation. Recent descriptions point to walking speeds around 5 miles per hour, 28 or more structural actuators for joint movement, and highly articulated hands with 11–22 degrees of freedom for fine manipulation, such as handling eggs, sorting small components, and performing delicate household tasks. The Kalshi prediction market on Tesla ( TSLA ) releasing Optimus in 2026 only indicates a 17% probability. More on Tesla Tesla's Deliveries Reinforce How It Has Further To Decline Tesla: Don't Worry About Inventory (Rating Upgrade) Tesla: Brutal Sell-Off Opens A Dip-Buying...