Micron stock sinks on debt reduction announcement and Google’s release of TurboQuant. But options traders seem to believe that MU shares are poised for a comeback.
Micron stock sinks on debt reduction announcement and Google’s release of TurboQuant. But options traders seem to believe that MU shares are poised for a comeback.
The Vanguard Value ETF (NYSEMKT:VTV) and the Vanguard Total Stock Market ETF (NYSEMKT:VTI) are both solid investments, but they approach the U.S. equity market differently. VTV targets large-cap value stocks , emphasizing established companies in sectors like financials and healthcare. VTI, on the other hand, captures nearly the entire U.S. stock market, spanning large-, mid-, and small-cap stocks...
The Vanguard Value ETF (NYSEMKT:VTV) and the Vanguard Total Stock Market ETF (NYSEMKT:VTI) are both solid investments, but they approach the U.S. equity market differently. VTV targets large-cap value stocks , emphasizing established companies in sectors like financials and healthcare. VTI, on the other hand, captures nearly the entire U.S. stock market, spanning large-, mid-, and small-cap stocks across all sectors. This comparison breaks down the key differences to help investors decide which approach may better align with their goals. Continue reading
A tearful Savannah Guthrie, in her first interview since her 84-year-old mother was apparently abducted from her Arizona home, said that “someone needs to do the right thing” and come forward with information to help the investigation. “We are in agony,” she told NBC News colleague Hoda Kotb in a portion of the interview broadcast on Wednesday on the Today show. She said she wakes up in the middle...
A tearful Savannah Guthrie, in her first interview since her 84-year-old mother was apparently abducted from her Arizona home, said that “someone needs to do the right thing” and come forward with information to help the investigation. “We are in agony,” she told NBC News colleague Hoda Kotb in a portion of the interview broadcast on Wednesday on the Today show. She said she wakes up in the middle of each night thinking of what her mother went through. NBC said on Wednesday that a full interview...
LilliDay/iStock via Getty Images The private credit markets are doing their utmost best to remind experienced investors of the subprime crisis that preceded the Great Financial Crisis. The contagion seems to be spreading. Private credit fund investors can be forgiven for playing this specific passage from the Hotel California by the Eagles in their heads over the past few weeks. This is as major p...
LilliDay/iStock via Getty Images The private credit markets are doing their utmost best to remind experienced investors of the subprime crisis that preceded the Great Financial Crisis. The contagion seems to be spreading. Private credit fund investors can be forgiven for playing this specific passage from the Hotel California by the Eagles in their heads over the past few weeks. This is as major private credit funds have put notable gates on redemption requests. Last thing I remember, I was running for the door. I had to find the passage back to the place I was before. "Relax," said the night man, "We are programmed to receive. You can check out any time you like, but you can never leave." ZeroHedge, Macro Bulter Every week the news feels like it is getting worse for private credit funds and their investors. These are just some of the headlines from CNBC this week on the increasing travails in this space. A $14 billion private credit fund run by KKR & Co. ( KKR ) and Future Standard was downgraded to Junk by Moody's. The ratings agency noted that non-accrual loans had amounted to 5.5% of Future Standard's loan book. One of the highest levels in the Business Development Company, or BDC, sector. The fund was also cited for a lower percentage of first-lien loans than its peers. Jeffrey Gundlach, A KA the ' Bond King,' noted on CNBC recently. Among the many points the famed billionaire bond investor made was that the current environment was reminding him in some ways of the lead-up to the Great Financial Crisis. Specifically, ' asset prices looked elevated, and initial signs of trouble in certain lending markets were downplayed as isolated incidents.' He also made several observations about the current private credit markets. Jeffrey Gundlach, CapWolf, CNBC ' Gating ' has entered the investor lexicon since private credit redemption problems first cropped up at Blue Owl Capital ( OWL ) in the second half of February. Lark Davis - March 2026 Since then, well-known names l...
Torsten Asmus/iStock via Getty Images The State Street SPDR Portfolio Int Term Corp Bd ETF ( SPIB ) is now under the spell of a new market factor, which is the oil crisis due to the Iran War, as opposed to tariff considerations last time we covered them . For a corporate bond ETF, there are two dimensions: credit spreads and the underlying benchmark rates. The oil crisis is inflationary and a macr...
Torsten Asmus/iStock via Getty Images The State Street SPDR Portfolio Int Term Corp Bd ETF ( SPIB ) is now under the spell of a new market factor, which is the oil crisis due to the Iran War, as opposed to tariff considerations last time we covered them . For a corporate bond ETF, there are two dimensions: credit spreads and the underlying benchmark rates. The oil crisis is inflationary and a macro threat, so YTMs are creeping up from both dimensions, which is bad for an intermediate-duration ETF like the SPIB at 4 years . The latest on the Iran War is that some ships are passing through. Risk takers are taking the trip through the Strait to benefit from the higher oil prices, and apparently Iran is to some extent willing to let ships through that are not associated with countries they feel are supporting the War, subject to quite considerable transit fees. It's still significantly better that there is some trade as opposed to none, and it is reflecting in the oil price and the oil futures curve as well. But the transit fees are still very considerable at around $2 million for the voyages they toll, where a 25-day voyage could be from the mid to high $100ks. There are a lot of pressures still on oil logistics, and the war in that region is continuing. The uncertainty also remains exceptionally high as to what can be believed or not, including whether negotiations have taken place or the extent of damage to Iran's military capabilities. Arguably, the latter isn't even relevant due to the asymmetry of the warfare, with low-cost drones needing interception from expensive missiles. While markets are absorbing the information that some oil is coming through, with considerable tolls and considerable risks, logistics supply is only transiting the Strait because the prices are so attractive, so we see there being quite a high floor. Consequently, reinflation risks, where underlying inflation was already a little hot before the war, remains a primary consideration for SPIB i...
Luis Alvarez/DigitalVision via Getty Images Withdrawal of Novo lawsuit against Hims removes a legal liability concern Hims’ 2026 rollercoaster ride started on February 5 th when it announced offering a much cheaper $49 compounded version of Novo Nordisk’s Wegovy weight-loss pill. The intention was to tap roughly 200 mln obese or overweight Americans. Hims' pricing was $49 for the first month and $...
Luis Alvarez/DigitalVision via Getty Images Withdrawal of Novo lawsuit against Hims removes a legal liability concern Hims’ 2026 rollercoaster ride started on February 5 th when it announced offering a much cheaper $49 compounded version of Novo Nordisk’s Wegovy weight-loss pill. The intention was to tap roughly 200 mln obese or overweight Americans. Hims' pricing was $49 for the first month and $99 afterwards for those who purchase a five-month plan. As a matter of fact, it was $100 less than Novo that launched its pill in January at $149 for first-time users and $199 for subsequent months. Hims cancelled the planned launch just after two days following severe legal threats from Novo and FDA backlash. Moreover, Novo sued Hims on February 9 th for patent infringement and pursued damages. Hims’ stock price plunged approx. 50% from almost $30 to a low of nearly $14.5 in end-February (Chart 1). Thereafter, a deal was struck between Novo and Hims on March 9 th . Under the deal, Novo dropped the patent violation lawsuit against Hims. As part of the arrangement, Hims will now offer Novo Nordisk medications i.e. Wegovy and Ozempic through its platform. At the same time, HIMS will be precluded to advertise compounded GLP-1s on its platform or marketing materials. Hims’ stock shot up 40% in the immediate aftermath and soared nearly 80% from its Feb-low. In our view, this resolution removes a serious legal drag on Hims’ stock and eliminates the risk of future compensatory damages. Chart 1 - Hims Share Price Chart Bloomberg Hims’ valuations have not fully recovered to the pre-litigation levels This was not the first time that Hims and Novo did not see eye to eye. In April 2025 , Novo Nordisk entered into an arrangement with Hims and others to sell Wegovy though their platforms. The agreement was short-lived with Novo sacking the deal in June 2025 . Novo stated that it had reservations over Hims' marketing tactics and continued sales of Wegovy copies. Even during this controver...
Real Madrid's Linda Caicedo scores with a stunning effort in her team's 6-2 defeat to Barcelona in the first leg of their women's Champions League quarter-final.
Real Madrid's Linda Caicedo scores with a stunning effort in her team's 6-2 defeat to Barcelona in the first leg of their women's Champions League quarter-final.
Tesla, Inc. (NASDAQ:TSLA) is included in our list of the 11 most overvalued companies according to the media. On March 14, 2026, Reuters reported that Tesla, Inc. (NASDAQ:TSLA) is working toward its AI goals by further vertically integrating its semiconductor production to facilitate its autonomous driving roadmap. Tesla, Inc. (NASDAQ:TSLA)’s most recent developments highlight its efforts to […]
Tesla, Inc. (NASDAQ:TSLA) is included in our list of the 11 most overvalued companies according to the media. On March 14, 2026, Reuters reported that Tesla, Inc. (NASDAQ:TSLA) is working toward its AI goals by further vertically integrating its semiconductor production to facilitate its autonomous driving roadmap. Tesla, Inc. (NASDAQ:TSLA)’s most recent developments highlight its efforts to […]
British Medical Association blame government for longest proposed walkout so far, with leaders warning strike action could cost NHS estimated £300m Resident doctors in England will strike for six days after Easter after rejecting what they said was the health secretary Wes Streeting’s final offer to end the long-running pay and jobs dispute. The British Medical Association blamed the government fo...
British Medical Association blame government for longest proposed walkout so far, with leaders warning strike action could cost NHS estimated £300m Resident doctors in England will strike for six days after Easter after rejecting what they said was the health secretary Wes Streeting’s final offer to end the long-running pay and jobs dispute. The British Medical Association blamed the government for its decision to undertake its longest stoppage so far, from 7am on Tuesday 7 April to 6.59 on Monday 13 April. Continue reading...
Since January 2023, Tesla (TSLA) shareholders have eagerly snapped up the company's expensive shares, confident in the iconoclastic charisma of Elon Musk and the belief that Tesla's electric vehicles were the next "big thing." They've continued to buy despite persistently high valuations — the current price-to-earnings (P/E) ratio is 365, and the projected P/E for the next 12 months is 190. That s...
Since January 2023, Tesla (TSLA) shareholders have eagerly snapped up the company's expensive shares, confident in the iconoclastic charisma of Elon Musk and the belief that Tesla's electric vehicles were the next "big thing." They've continued to buy despite persistently high valuations — the current price-to-earnings (P/E) ratio is 365, and the projected P/E for the next 12 months is 190. That suggests investors still expect remarkable growth from a company that already boasts a $1.5 trillion market cap, the eighth largest in the S & P 500, and is roughly equal in value to all other global automakers combined. TSLA 1Y mountain Tesla, 1-year Option traders shared in the euphoria. They pushed up prices on call options (which give the right to buy TSLA shares) and sold put options (which give the right to sell), betting that Tesla's rally would continue while dismissing the likelihood of a decline. For most of 2023 through 2025, this led to out-of-the-money calls being more expensive than comparable puts — an unusual dynamic for a mega-cap stock like TSLA. Typically, large-cap names see investors bidding up puts for downside protection or selling covered calls for yield, pushing call prices lower. That story has now flipped. Protective puts on TSLA have grown much more expensive, while bullish calls have lost favor, signaling that traders see greater risk to the downside. To capture this dynamic, we track the ratio of out-of-the-money put prices to out-of-the-money call prices — a metric we call RiskDex, which measures the market's perception of a stock's near-term risk over the next 30 days. For Tesla, it just reached its highest level in three years. There are several reasons to think Tesla may face a rougher road ahead. The company plans to retire the adored Model S and shift production toward smaller, lower-margin vehicles. The EV tax credit expired late last year, making all new Teslas pricier for buyers. Some investors are fatigued by Musk's recurring promises ...
RelaxFoto.de/E+ via Getty Images Constellation Energy ( CEG ) up 2.3% in Wednesday's trading as Morgan Stanley resumed coverage with an Overweight rating and a $385 price target, foreseeing significant upside potential from multiple cash flow streams as the company unlocks the full value of the industry's largest nuclear fleet. Rather than evaluating Constellation's ( CEG ) nuclear assets as purel...
RelaxFoto.de/E+ via Getty Images Constellation Energy ( CEG ) up 2.3% in Wednesday's trading as Morgan Stanley resumed coverage with an Overweight rating and a $385 price target, foreseeing significant upside potential from multiple cash flow streams as the company unlocks the full value of the industry's largest nuclear fleet. Rather than evaluating Constellation's ( CEG ) nuclear assets as purely merchant power plants generating cash flow from the wholesale power markets, Morgan Stanley analyst David Arcaro said investors should consider the full range of value-generating characteristics for nuclear plants: 24/7 clean baseload power, long asset lives upon relicensing, land and interconnection for data centers in many cases, expansion opportunities through uprates, and long-term growth potential in SMRs on-site. Policy changes are coming to the mid-Atlantic PJM market, home to roughly half of Constellation's ( CEG ) output, and investors are worried about supply additions leading to lower prices, but Arcaro said he does not share the concern, believing the plan for incentivizing new power plants paid for by data centers "looks likely to be too small, one-time, and too slow to change the multi-year trend toward a tightening supply-demand market." Arcaro said he continues to see upside to market power prices, a meaningful benefit for Constellation ( CEG ), as markets are tight and getting tighter, demand growth is not slowing, and new supply is expensive and slow to add. More on Constellation Energy Constellation Energy: Risk Of Disappointment On March 31, Retain Sell Constellation Energy: Skip This Stock If You Want Returns Constellation Energy: From Utility To AI Infrastructure Backbone
Gary Yeowell/DigitalVision via Getty Images I never enjoy being bearish about a company. In an ideal world, every company would thrive. In my perfect version of reality, there would be no losers. Sadly, that's not the way things work. And as a financial analyst, it is incumbent upon me to be unbiased in my assessment of opportunities. That's why, even though I didn't enjoy doing it, I reaffirmed S...
Gary Yeowell/DigitalVision via Getty Images I never enjoy being bearish about a company. In an ideal world, every company would thrive. In my perfect version of reality, there would be no losers. Sadly, that's not the way things work. And as a financial analyst, it is incumbent upon me to be unbiased in my assessment of opportunities. That's why, even though I didn't enjoy doing it, I reaffirmed STAAR Surgical Company ( STAA ) as a "Sell" candidate back in April 2024. At that time, I acknowledged that there were certain areas of strength for the business. But profitability and cash flows had been declining while shares looked expensive. Since that time, the stock has dropped 62.3%. That compares to the 31.5% increase that the S&P 500 saw. And since I originally rated it a "Sell" in February 2022, the stock is down 77%. The market, meanwhile, has jumped 52.2%. You might think that now would be the time to upgrade the company. After all, in most cases, shares can only drop so much before they make sense to buy. However, we need to factor in continued fundamental deterioration that the company has exhibited. Admittedly, it does have a strong balance sheet. But on its own, that is not enough to justify anything other than a bearish assessment. This means that maintaining it as a "Sell" candidate is the right course of action in my view. The Picture Has Gotten Worse At its core, STAAR Surgical operates as a producer and seller of implantable lenses for the eye, as well as accessory delivery systems used to deliver these lenses. This seems like a relatively simple business. However, it is incredibly vital for a large chunk of the population. According to management , at least as of early 2025, about 2.7 billion people across the globe of all ages suffered from myopia. These are specifically the individuals who have elected eyeglasses or contacts or who have just remained untreated. STAAR Surgical Management is primarily focused on the 1.1 billion individuals between 21 an...
Two Years Later, No Key Bridge As Maryland Dems Focus On Tampons In Men's Bathrooms The two-year anniversary of the catastrophic collapse of the Francis Scott Key Bridge at the Port of Baltimore is on Thursday. Gubernatorial candidate Ed Hale criticized Democrats in the one-party-ruled state for their inability to properly manage the reconstruction of the Key Bridge, which is critical to the port ...
Two Years Later, No Key Bridge As Maryland Dems Focus On Tampons In Men's Bathrooms The two-year anniversary of the catastrophic collapse of the Francis Scott Key Bridge at the Port of Baltimore is on Thursday. Gubernatorial candidate Ed Hale criticized Democrats in the one-party-ruled state for their inability to properly manage the reconstruction of the Key Bridge, which is critical to the port and local economy and regional supply chains across the Mid-Atlantic region. Hale described the Democrats as exhibiting a "failure of leadership" and cited "unacceptable delays" in rebuilding one of Maryland's major freight networks, which links to broader regional supply chains. " Two years. And what do the people of this community have to show for it? " Hale asked reporters earlier. He said, "As a Maryland developer, I know what it takes to move projects forward. These delays are unacceptable , and Maryland families and businesses are paying the price every single day." Two years later. Where is the bridge? It's now been 2 years since Key Bridge fell in Baltimore. This is how much is rebuilt: pic.twitter.com/Gnc7uslGjq — End Wokeness (@EndWokeness) March 24, 2026 Meanwhile, Maryland Democrats in Annapolis have prioritized providing "appropriately sized tampons" for men's bathrooms while advancing a failed left-wing agenda that has sparked a massive exodus of residents , as the state's fiscal status deteriorates. Maryland Delegate Kathy Szeliga (R) EMBARESSES Democrats who want to force "appropriately sized tampons" into men's bathrooms. Szeliga: "I've never heard of such a thing... what do you consider appropriate???" pic.twitter.com/jjasHIMtRE https://t.co/gsjXEzXVre — Libs of TikTok (@libsoftiktok) March 24, 2026 Baltimore City is broken. Maryland is broken. This is the direct result of one-party-ruled, left-wing politicians who masquerade as competent managers but are, in fact, incompetent DEI activists. Tyler Durden Wed, 03/25/2026 - 15:50
Kirpal Kooner/iStock via Getty Images The outlook for multifamily apartment owner and operator Equity Residential ( EQR ) is trending in the right direction. Unfortunately, that hasn’t exactly meant much for the stock performance in recent periods. I last covered EQR in early 2024, and since that update, shares have barely budged. The stock is essentially trading at the same price point today as i...
Kirpal Kooner/iStock via Getty Images The outlook for multifamily apartment owner and operator Equity Residential ( EQR ) is trending in the right direction. Unfortunately, that hasn’t exactly meant much for the stock performance in recent periods. I last covered EQR in early 2024, and since that update, shares have barely budged. The stock is essentially trading at the same price point today as it was then. The broader S&P 500 ( SPY ), meanwhile, is up over 30% over the same period. Seeking Alpha - EQR Performance Since Last Author Publication In my coverage, I mentioned that shares were a Hold due to my belief that further improvements were needed in the West Coast markets. While the market has certainly seen some improvement, there is evidently still some way to go. Though the EQR share price has held flat, it’s worth a mention that total returns on the stock have been just under 9%. And this is due almost entirely to the dividend payout . Seeking Alpha - Dividend Summary Of EQR Stock In my view, the stable and relatively high-yielding dividend payout is but one draw into the stock. I do believe EQR will eventually see upward momentum. Until that day comes, investors can rest assured that they can receive a steady quarterly payout that continues to grow at least annually. While I am not necessarily overly bullish on EQR today, I do continue to view shares as a solid Hold at current trading levels. EQR Stock Key Metrics Though EQR has traded along the flatline for most of my coverage period and is currently trading at the bottom end of its 52-week range, the stock is still viewed bullishly by the analyst community . Seeking Alpha - Ratings Summary Of EQR Stock I would say there are caveats to this, however. Just two analysts among the Seeking Alpha (“SA”) community, for example, have provided coverage in the last 90 days. That’s too undercovered, in my lens. And among the Wall Street crowd, though the headline reading is a Buy, I note that over two-thirds of analy...
First real look at HBO’s big-budget small screen take on JK Rowling’s best-selling books also reveals that first season will premiere this Christmas After a lengthy casting process and tight-lipped production, Harry, Ron and Hermione are finally headed back to Hogwarts. Today, HBO released the first teaser trailer for the new Harry Potter TV series, with a previously unannounced premiere date of C...
First real look at HBO’s big-budget small screen take on JK Rowling’s best-selling books also reveals that first season will premiere this Christmas After a lengthy casting process and tight-lipped production, Harry, Ron and Hermione are finally headed back to Hogwarts. Today, HBO released the first teaser trailer for the new Harry Potter TV series, with a previously unannounced premiere date of Christmas 2026. The preview for Harry Potter and the Philosopher’s Stone – the first season of the show, based on the first of seven books by JK Rowling – introduces the three central characters: Harry (Dominic McLaughlin) and his friends Hermione Granger (Arabella Stanton) and Ron Weasley (Alastair Stout), who meet as 11-year-olds on the train to their first year at wizarding school. Continue reading...
The prime minister says the condolence video after the fatal LaGuardia crash revived anger over linguistic rights Canada’s prime minister, Mark Carney , has said a decision by Air Canada’s top executive to post an English-only message of condolence after a deadly crash in New York showed a “lack of judgment, a lack of compassion”. Amid growing calls for his resignation, the airline chief’s misstep...
The prime minister says the condolence video after the fatal LaGuardia crash revived anger over linguistic rights Canada’s prime minister, Mark Carney , has said a decision by Air Canada’s top executive to post an English-only message of condolence after a deadly crash in New York showed a “lack of judgment, a lack of compassion”. Amid growing calls for his resignation, the airline chief’s misstep has once again revived frustrations and fears over linguistic rights protections in the province of Quebec, where French is the only official language. Continue reading...