Stephen Lovekin/Getty Images Entertainment Brown-Forman ( BF.B ) soared 11% on a report that Pernod Ricard SA ( PDRDF) is weighing a potential purchase of the maker of Jack Daniel's whiskey. Pernod Ricard ( PDRDF ) has had some initial talks with Brown-Forman ( BF.B ) about a deal, according to a Bloomberg report on Thursday, which cited people familiar with the matter. Deliberations are ongoing, ...
Stephen Lovekin/Getty Images Entertainment Brown-Forman ( BF.B ) soared 11% on a report that Pernod Ricard SA ( PDRDF) is weighing a potential purchase of the maker of Jack Daniel's whiskey. Pernod Ricard ( PDRDF ) has had some initial talks with Brown-Forman ( BF.B ) about a deal, according to a Bloomberg report on Thursday, which cited people familiar with the matter. Deliberations are ongoing, and there’s no certainty they will result in a deal, the people told Bloomberg. Pernod Ricard and Brown-Forman didn’t immediately respond to Bloomberg requests for comment. More on Brown-Forman, Pernod Ricard Brown-Forman: There's Enough Reason To Turn Neutral (Rating Upgrade) Brown-Forman Corporation (BF.B) Presents at UBS Global Consumer and Retail Conference Transcript Brown-Forman Corporation (BF.B) Q3 2026 Earnings Call Transcript Most sold large, mega-cap consumer staples amid U.S.-Iran tensions Quant rated large and mega-cap consumer staples: Carrefour, AB InBev tops list
Earnings Call Insights: M-tron Industries, Inc. (MPTI) Q4 2025 Management View Cameron Pforr, CFO & CEO, highlighted a strong finish to fiscal 2025, emphasizing "continued strength in M-tron sales and good financial performance for Q4 FY 2025." He noted, "Bookings growth was particularly strong with a 62% increase in backlog over the 2024 year-end figure." Pforr stated, "Our revenues continue to b...
Earnings Call Insights: M-tron Industries, Inc. (MPTI) Q4 2025 Management View Cameron Pforr, CFO & CEO, highlighted a strong finish to fiscal 2025, emphasizing "continued strength in M-tron sales and good financial performance for Q4 FY 2025." He noted, "Bookings growth was particularly strong with a 62% increase in backlog over the 2024 year-end figure." Pforr stated, "Our revenues continue to be driven by defense-related orders and strong improvement in the commercial aircraft or what we call the avionics sector." The company made "strategic investments in research and development and continued our efforts to increase the market profile of the company." Pforr referenced the recent signing of 7-year production agreements between Lockheed Martin, Raytheon, and the Department of War, with M-tron as a significant vendor to both companies' precision-guided munition programs, calling this "one of the most significant growth areas for M-tron." On capital structure, Pforr stated, "We added $10.7 million of cash through operations. In December 2025, we sent a new loan agreement with Fifth Third Bank...Currently, we have no debt outstanding and haven't drawn upon this line." The company closed a warrant offering, raising $27.5 million in net proceeds for potential acquisitions. Pforr said, "This offering is designed to support accretive acquisitions, the ability to perform carve-outs or participate in carve-outs, transactions of scale, the pursuit of strategic investments and also to expand our internal capabilities to meet demand." Pforr announced an upcoming rights offering to further expand acquisition flexibility, with details on share pricing to be disclosed next week. Pforr noted, "At the end of the period, M-tron had $20.9 million of cash on the balance sheet, with an additional $27.5 million being transferred early January 2026 to the company from our transfer agent as warrant proceeds." Outlook Management expects continued expansion of the defense program business...
Dime announced that its Board of Directors declared a quarterly cash dividend of $0.25 per share of Common Stock, payable on April 24, 2026 to common stockholders of record as of April 17, 2026. The Company continues its trend of uninterrupted dividends. The board of directors
Dime announced that its Board of Directors declared a quarterly cash dividend of $0.25 per share of Common Stock, payable on April 24, 2026 to common stockholders of record as of April 17, 2026. The Company continues its trend of uninterrupted dividends. The board of directors
luza studios/E+ via Getty Images Semiconductor equipment stocks may start to “peak” in the latter part of 2026, if history is any guidance, investment firm BNP Paribas said on Thursday. “Semicap stocks have rallied 2x in six months, with the share price rally closely correlated with the increase in memory prices,” analyst David O’Connor wrote in a note to clients. “64% of the share price increase ...
luza studios/E+ via Getty Images Semiconductor equipment stocks may start to “peak” in the latter part of 2026, if history is any guidance, investment firm BNP Paribas said on Thursday. “Semicap stocks have rallied 2x in six months, with the share price rally closely correlated with the increase in memory prices,” analyst David O’Connor wrote in a note to clients. “64% of the share price increase has stemmed from multiple expansion (now at record levels) and only 27% from cons. EPS revisions. While there is much debate on the sustainability of this rally, we remain in the camp that believes memory continues to be a commodity and a cost-plus business. We analyze our Semicap names through the lens of previous cycles and flag the risk to our stocks in a correction scenario (c. 50%). With stocks trading at record multiples and discounting mid- to high-teens WFE growth in 2026-27, it's hard to see what drives stocks higher.” O'Connor has a Neutral rating on Applied Materials ( AMAT ), Lam Research ( LRCX ), and KLA Corp. ( KLAC ). Delving deeper, O'Connor said the previous cycles have seen share price peaks come three quarters after the multiples peaked. And with that, revenues peaked one quarter after that, and then memory prices corrected around the same time “meaningful” additional supply became available. “In the last two corrections (Cloud cycle 2017, COVID 2021), memory prices fell an average of 55% and Semicap share prices fell 43%, primarily driven by multiple compression. Implication for current cycle: implies share price peak in late 2026 or early 2027 With meaningful memory supply coming online in H2'27, overlaying the above Semicap cycle behavior on the current cycle suggests a memory price correction in H2'27. This would be preceded by a Semicap rev. peak in mid-2027, with share price peaking in late 2026/early 2027 and PE multiple peaking in Q2'26. We note the PE multiple appears to have already peaked for Semicap [companies].” More on Applied Materials, La...
DjelicS/iStock via Getty Images Airport security delays during the partial government shutdown and subsequent shortage of Transportation Security Administration agents are giving a nice boost to the car rental business as travelers ditch air travel for road trips. According to data compiled by Hertz ( HTZ ) reported by TravelPulse , search traffic to the car rental’s website has increased ~15%, wi...
DjelicS/iStock via Getty Images Airport security delays during the partial government shutdown and subsequent shortage of Transportation Security Administration agents are giving a nice boost to the car rental business as travelers ditch air travel for road trips. According to data compiled by Hertz ( HTZ ) reported by TravelPulse , search traffic to the car rental’s website has increased ~15%, with results indicating 33% of rentals are for road trips and driving vacations. The trend mirrors a comparable spike in car rentals during the last government shutdown in November. To help travelers avoid the airport snarls, Hertz ( HTZ ) is recommending travelers book at neighborhoods, prepay for fuel to lock in prices, and add flight information if necessary to ensure availability in the event of long airport delays and missed flights. Hertz ( HTZ ) is also offering 25% off last-minute reservations and one-way rentals at airports. The spike in demand for rental cars is driving up shares of Hertz ( HTZ ) and Avis Budget Group ( CAR ), both adding double-digit gains on Thursday to a four-day advance of 26% and 40%, respectively. More on Hertz Global Holdings, Avis Budget Hertz Global Holdings, Inc. (HTZ) Q4 2025 Earnings Call Transcript Hertz Global Holdings, Inc. 2025 Q4 - Results - Earnings Call Presentation Hertz: Making Some Progress (Rating Upgrade) Mid-Cap industrial stocks ranked by quant ratings after earnings season Most and least shorted industrial stocks with over $2B market cap
Alex Rodriguez weighs in on the MLB’s biggest money question: should there be a salary cap? On this episode of The Deal podcast, he says it’s less about capping stars and more about redistributing pay. Listen wherever you get your podcasts. (Source: Bloomberg)
Alex Rodriguez weighs in on the MLB’s biggest money question: should there be a salary cap? On this episode of The Deal podcast, he says it’s less about capping stars and more about redistributing pay. Listen wherever you get your podcasts. (Source: Bloomberg)
zimmytws/iStock via Getty Images The Informed Consent Action Network, a prominent anti-vaccine organization, has filed a petition with HHS Secretary Robert F. Kennedy Jr. asking to expand the list of alleged vaccine-related injuries to the Vaccine Injury Compensation Program. The document asks RFK Jr. to add 300 additional vaccine-injury pairs. The top pairs are 62 influenza vaccine injuries; 51 M...
zimmytws/iStock via Getty Images The Informed Consent Action Network, a prominent anti-vaccine organization, has filed a petition with HHS Secretary Robert F. Kennedy Jr. asking to expand the list of alleged vaccine-related injuries to the Vaccine Injury Compensation Program. The document asks RFK Jr. to add 300 additional vaccine-injury pairs. The top pairs are 62 influenza vaccine injuries; 51 MMR vaccine injuries; and 47 hepatitis B vaccine injuries ICAN claims the current list of vaccine injuries has not been changed since 2017. The group is also asking for RFK Jr. to refer the matter to the Advisory Commission on Childhood Vaccines, begin notice-and-comment rulemaking, and add the 300 pairs to the Vaccine Injury Table. "For more than a decade, federal health authorities have acknowledged associations between vaccines and injuries while simultaneously failing to add those injuries to the Table, leaving affected individuals without access to compensation the statute was designed to provide," the petition states . More on Merck, Sanofi Merck's Deal For Terns And Its Stellar CML Drug Candidate Looks Like Good Business Merck & Co., Inc. (MRK) M&A Call Transcript Merck & Co., Inc. (MRK) Terns Pharmaceuticals, Inc. - M&A Call - Slideshow White House misses deadline for CDC director nominee Investors question premium in Merck's $6.7B deal for Terns Pharma - analyst
Hong Kong police have charged another 10 people in connection with the HK$1.6 billion (US$205.8 million) JPEX cryptocurrency scandal – the city’s largest alleged financial fraud in recent years. Four men and six women were charged on Thursday after investigations identified abnormal transactions in suspicious accounts linked to the case, police said. The suspects, aged between 26 and 47, will appe...
Hong Kong police have charged another 10 people in connection with the HK$1.6 billion (US$205.8 million) JPEX cryptocurrency scandal – the city’s largest alleged financial fraud in recent years. Four men and six women were charged on Thursday after investigations identified abnormal transactions in suspicious accounts linked to the case, police said. The suspects, aged between 26 and 47, will appear in Eastern Court on Friday charged with money laundering and conspiracy to launder money. The...
Following backlash, OpenAI won't be rolling out an erotic version of ChatGPT any time soon. According to the Financial Times , the controversial plan has been shelved "indefinitely" as OpenAI "refocuses" its attention on "core products." Insiders told FT that OpenAI mulled scrapping the "adult mode" plan entirely, as even its own advisors warned that ChatGPT users could form unhealthy attachments,...
Following backlash, OpenAI won't be rolling out an erotic version of ChatGPT any time soon. According to the Financial Times , the controversial plan has been shelved "indefinitely" as OpenAI "refocuses" its attention on "core products." Insiders told FT that OpenAI mulled scrapping the "adult mode" plan entirely, as even its own advisors warned that ChatGPT users could form unhealthy attachments, which might harm their mental health. One advisor chillingly suggested that the tweak risked turning ChatGPT into a "sexy suicide coach." Read full article Comments
hapabapa United Parks & Resorts ( PRKS ) was sued by the Department of Justice on Thursday over its ban on guests using wheeled walkers with seats, including rollators. The DOJ maintains the policy violates the Americans with Disabilities Act. The complaint says the policy has blocked people with disabilities, including children and veterans, from entering United Parks & Resorts' ( PRKS ) properti...
hapabapa United Parks & Resorts ( PRKS ) was sued by the Department of Justice on Thursday over its ban on guests using wheeled walkers with seats, including rollators. The DOJ maintains the policy violates the Americans with Disabilities Act. The complaint says the policy has blocked people with disabilities, including children and veterans, from entering United Parks & Resorts' ( PRKS ) properties such as SeaWorld Orlando, Busch Gardens Tampa Bay, Discovery Cove Orlando, and Aquatica Orlando. The lawsuit was filed in federal court in the Middle District of Florida, close to where many of the major theme park operators have high-profile properties and corporate offices. The lawsuit also accuses the company of imposing improper costs through rental fees and failing to make reasonable policy changes for disabled guests. The DOJ says the parks must allow manually powered mobility aids in pedestrian areas under the ADA. The government is asking the court to order the company to stop the alleged discrimination, update its policies, train staff, and pay damages and civil penalties. More on SeaWorld Entertainment United Parks & Resorts Inc. 2025 Q4 - Results - Earnings Call Presentation United Parks & Resorts Inc. (PRKS) Q4 2025 Earnings Call Transcript United Parks & Resorts: Troubles Under The Surface United Parks outlines $50M cost reduction plan and highlights strong 2026 group bookings while expanding attractions SeaWorld Entertainment Q4 2025 Earnings Preview
The BFI’s new season, The Cinematic Life of Boxing, shows how this captivating genre has endured for more than a century and celebrates its ability to inspire generations Almost as soon as film was invented, it became apparent that boxing was a prime candidate for a spectacle to be showcased by the nascent artform – and to help develop it. Small wonder: as new technologies sought to capture high-s...
The BFI’s new season, The Cinematic Life of Boxing, shows how this captivating genre has endured for more than a century and celebrates its ability to inspire generations Almost as soon as film was invented, it became apparent that boxing was a prime candidate for a spectacle to be showcased by the nascent artform – and to help develop it. Small wonder: as new technologies sought to capture high-stakes emotion, physical intensity, furious spectacle, rivalry and personal turbulence, boxingseemed uniquely capable of absorbing these narratives. That it straddled the class gap further expanded its appeal in this new entertainment – one which would itself foster fresh interest in the sport. The first sports film was an 1894 short of a six-round match between Mike Leonard and Jack Cushing. Only 23 seconds survive, yet its impact still smarts, 132 years on. Scores of directors have since been drawn to pugilistic stories: everything from prize fights to amateur spars to bare-knuckle brawls. In fact, no sport has been rendered cinematically to quite the same degree, whether through dramas, biopics or documentaries. The British Film Institute’s new season, The Cinematic Life of Boxing , studies this long, symbiotic fascination, and how film has successfully tapped into the sport’s psychological, sociological and political dimensions. Continue reading...