The deputy chief minister of India’s wealthiest ‌state of Maharashtra, Ajit Pawar, died on Wednesday, along with four ‍other people on board, when his charter aircraft went down in flames, the aviation regulator said. Pawar, who hailed from a top political family, was en route to his home region ⁠to canvass in local body elections, media said. Two of his staff and two crew were also aboard the VSR Ventures-operated Learjet 45 aircraft, the directorate general of civil aviation said. Advertisement “No person on board has survived,” it added in an initial statement. People pay their last respects to Maharashtra Deputy Chief Minister Ajit Pawar after he was killed in a plane crash in Baramati, India, on Wednesday. Photo: Reuters VK ‍Singh, the director of VSR Ventures, told broadcaster India Today that the plane ‍crashed during its approach to the city of Baramati, but the cause was not clear.

The yen ( USD:JPY ) fell markedly Wednesday after U.S. Treasury Secretary Scott Bessent said the U.S. is "absolutely not" intervening in the foreign-exchange market to prop up the Japanese currency. The yen gapped down 0.9% to 153.63 at 11:42 a.m. ET, marking its steepest intraday fall in over a month. It has weakened significantly in recent months — excluding the past week's surge—as Prime Minister Sanae Takaichi ’s embrace of large-scale fiscal stimulus raised concerns about Japan's debt outlook and policy discipline. Asked in an interview on CNBC if the U.S. might pursue selling the dollar for yen, Bessent said that “we don’t comment other than to say we have a strong dollar policy.” “The US always has a strong dollar policy—but a strong dollar policy means setting the right fundamentals,” Bessent said . “If we have sound policies, the money will flow in.” The yen rallied sharply last week following signs that U.S. officials had been monitoring currency markets, a step often viewed as a prelude to intervention. Japanese officials have also stepped up warnings, with Prime Minister Sanae Takaichi signaling over the weekend that the government is prepared to respond to what it sees as excessive or speculative moves. More on US Dollar / Japanese Yen, iShares MSCI Japan ETF, etc. Technical Levels For Major FX Pairs Ahead Of The FOMC Rate Decision The Yen Carry Trade: Fears Are Blown Out Of Proportion When Bonds Break Equities: Japan's Debt, America's Refinancing Wall And Why Gold Becomes The Only Rational Hedge Asia stocks mixed as markets brace for Fed and big tech results; Nikkei pressured by stronger yen BOJ Minutes: Signals readiness for rate hikes despite U.S. tariff headwinds

He then went back to the train with some of the other passengers to check if anyone had been left behind. Inspecting the carriages, he saw a body and continued to look for survivors. Five people lost their lives in the attack.

Germany is discussing bolstering energy infrastructure security under an exemption granted for defense spending, following attacks that caused days-long blackouts in some parts of the country. The exemption would facilitate the creation of a so-called resilience fund of as much as €2 billion ($2.4 billion), according to people familiar with the matter, who asked not to be identified because the talks are confidential. The Economy Ministry earmarked the fund to “war-proof” Germany’s energy systems, but tight finances meant the measure failed to make it into the nation’s final budget bill in December. Now the plan is set to be discussed at a coalition meeting with party leaders in the chancellery on Wednesday evening, the people said. At the same time, Chancellor Friedrich Merz ’s conservatives and the Social Democrats will look at a bill to better protect critical infrastructure, ahead of a vote in parliament on Thursday. As part of the plan, Economy minister Katherina Reiche is in talks with the defense ministry to expand an exemption from Germany’s strict borrowing rules — the so-called debt brake — to include spending for securing energy infrastructure. The government excluded all defense spending above 1% of the gross domestic product from the debt brake last year. Germany has suffered several physical and cyber attacks on its energy infrastructure in recent months, along with drone sightings over refineries and power plants. An attack on a cable bridge — blamed on left-wing extremists — caused a four-day power outage for up to 45,000 households in Berlin, following a similar sabotage-related disruption in September.

俄烏戰爭｜美俄烏周日再舉行會談 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國、俄羅斯及烏克蘭官員周日再於阿聯酋阿布扎比會談。 克里姆林宮發言人佩斯科夫指，美俄烏三方正談判各項複雜議題，認為正取得進展，俄羅斯對推進談判持開放態度，三方將會繼續對話。 美國國務卿魯比奧指，美方官員會現身下輪談判，但總統特使威特科夫及特朗普女婿庫什納不會出席。他稱頓涅茨克領土主權分歧是促成停火協議的關鍵，正嘗試推動俄烏雙方取得共識，亦同意向烏克蘭提供安全保障，不過要在停火後才生效。

理想調整研發架構，智駕部門將被重組 富途牛牛

Sjo/iStock via Getty Images MPC Container Ships ASA ( MPZZF ) is a company that operates a fleet of small containerships, typically used for regional and feeder trade routes. I have covered the stock before , but now an update is long overdue. In this article, I will explain why despite seeming weakness in the container sector, this company is positioned well for the future. Revenue Backlog Grows With the company focusing on securing multi year charters on a fixed rate basis, monitoring this number is essential. To determine if the company has been on a good trajectory as of late, I will grab the last 4 quarters' revenue backlog figures as provided in the investor presentations, which can be found here . Period Q4 2024 Q1 2025 Q2 2025 Q3 2025 Rev. Backlog (In billions) 1.1 1.1 1.2 1.6 Click to enlarge As we can see, while the first two quarters showed no change, Q2 2025 started showing growth and Q3 2025 displayed a significant increase to $1.6 billion in revenue backlog. Additionally, we can expect this to continue increasing following the Dec 16th Press Release . The press release announced an increase in backlog of approximately $479 million. The more recent increases in backlog have primarily been driven by the company's newbuilding program, which will be covered in more detail in the next section. MPC Container Ships Q3 2025 Investor Presentation MPC Container Ships Q3 2025 Investor Presentation MPC Container Ships Q3 2025 Investor Presentation We must note that the current fleet is still in strong demand, as shown in the pictures above, with strong coverage across the board and only 4 ships awaiting renewal in Q2 2026 (excluding the AS Felicia which has been sold). Significant Newbuilding Orders Significant funds have been invested in large newbuilding orders, with aggregate fleet renewal as the main goal. I will be analyzing if said newbuilding orders are high risk or if they have been done diligently by taking a look at said orders in aggregate. We can see 4...

Are investors selling America ? A week of bruising global tensions revived calls to shun US assets and saw the dollar touch a four-year low . For all the hype, US companies are too big to ignore. At the margin, though, a shift is happening that could leave US equities weakened against their global peers. US tech megacaps are the most profitable on the planet — and a magnet for all kinds of investors. Still, last year saw the worst relative performance for US stocks in two decades. That’s a sign there is money to be made elsewhere. Emerging markets , Spain, and Japan have emerged as credible alternatives. The king of market cap If you tallied up the market capitalizations of publicly traded stocks in the world, US equities would comprise about half of that value. That’s just too big too ignore. What’s more, the most profitable publicly-traded companies in the world are also in the US. After oil giant Saudi Aramco, the next eight companies banking the most income are all American — all of the Magnificent Seven megacap tech stocks except Tesla plus JPMorgan Chase and Berkshire Hathaway. If you’re an investor looking to maximize returns, you can’t help but be heavily invested in US equities. You can ‘Sell America’ at your own peril. But US equities just aren’t keeping up For every market narrative, there’s a kernel of truth though. It’s not that investors are literally rushing to the exits. But US equity markets have vastly underperformed global markets since Donald Trump returned to power a year ago, even as the S&P 500 has been climbing to record highs. When measured on a purely aggregate basis, US equities did pretty well in 2025. The S&P 500 was up 16%, with dividends taking the total return to a hair under 18%. On a relative basis though, it was the first time in 20 years that the US was the worst-performing major equity market. Even worse, the Bloomberg US Dollar Index fell by over 8% in that time span, the steepest decline since 2017, making it the second worse y...

Source: Bloomberg, 43:33

jetcityimage/iStock Editorial via Getty Images AT&T Inc.’s ( T ) Q4 earnings double beat and better-than-expected 2026 outlook reflects continued execution consistency in its convergence strategy, bolstering earnings quality and free cash flow stability critical for its ongoing deleveraging efforts and shareholder returns program. Specifically, by deepening customer stickiness across its core mobility and consumer wireless broadband offerings, convergence has resulted in lower churn, while driving higher lifetime value for AT&T. This is evidenced in the company’s latest earnings results. Specifically, consolidated revenue grew 3.6% y/y to $33.5 billion in Q4, outperforming the average consensus estimate of $32.8 billion. This resulted in full year 2025 revenue growth of 2.7% y/y to $125.6 billion, in line with management’s guidance for expansion in the low single-digit percentage range. The strong top line performance also contributed to significant scale benefits. This is evidenced by adjusted EBITDA growth of 4.1% y/y to $11.2 billion in Q4 – or 3.7% y/y growth to $46.4 billion for full year 2025, outpacing management’s guidance for 3%+ expansion by wide margins. Specifically, AT&T’s consumer wireline broadband business remains a bright spot, with fiber and Internet Air net subscription adds totaling 504,000 in Q4, up 8.4% y/y. This has accordingly reinforced durability to AT&T’s broadband ARPU, which averaged $71.04 through 2025, up 5.2% y/y. Data from AT&T's quarterly filings Meanwhile, Q4 postpaid phone net adds reached 421,000, maintaining a consistent pace of acceleration through 2025. Data from AT&T's quarterly filings The results continue to highlight strong returns from AT&T’s increasing focus on converging subscriptions between its broadband and mobility offerings. Despite slightly higher churn rates on a y/y and q/q basis observed for both of AT&T’s broadband and mobility services in Q4, which was likely driven by pricing actions implemented in early Dec...

May Lim/iStock via Getty Images As the first month of 2026 comes to an end this week and earnings season accelerates, b elow is a list of the top 10 real estate stocks, above $10B market cap, ranked by their one-month price performance percentage. The list includes REITs from various subsectors including health care, self-storage, data center, and diversified REITs. The list is topped by Alexandria Real Estate Equities ( ARE ), with an impressive one-month performance of 19.63%. Iron Mountain ( IRM ) and Weyerhaeuser ( WY ) follow with gains of 11.87% and 10.49%, respectively. While Alexandria Real Estate Equities ( ARE ) and Iron Mountain ( IRM ) posted the strongest returns, both carry Sell or Strong Sell Quant Ratings. The list also features well-known REITs such as the retail-focused Realty Income ( O ) and self-storage leader Public Storage ( PSA ), which holds a Buy Quant Rating of 4.38. Here is the list: Alexandria Real Estate Equities ( ARE ), 1 month performance percentage: 19.63% Iron Mountain ( IRM ), 1 month performance percentage: 11.87% Weyerhaeuser ( WY ), 1 month performance percentage: 10.49% Healthpeak Properties ( DOC ), 1 month performance percentage: 9.93% Realty Income ( O ), 1 month performance percentage: 7.46% Extra Space Storage ( EXR ), 1 month performance percentage: 6.88% W. P. Carey ( WPC ), 1 month performance percentage: 6.73% Public Storage ( PSA ), 1 month performance percentage: 6.54% Equinix ( EQIX ), 1 month performance percentage: 6.06% Digital Realty Trust ( DLR ), 1 month performance percentage: 5.26% Real Estate ETFs: ( VNQ ), ( XLRE ), ( IYR ), ( USRT ), and ( HOMZ ) More on real estate Alexandria Real Estate Equities, Inc. (ARE) Q4 2025 Earnings Call Transcript Alexandria Real Estate Equities: Increased Pain Requires A Downgrade Affordability Is The New Macro Trade: Here's How I'm Positioning For The Winners Alexandria outlines $2.9B 2026 dispositions target and expects occupancy dip in Q1 2026 as portfolio strategy intensi...

2026 年 1 月 13 日，美国华盛顿哥伦比亚特区，美联储主席杰罗姆・鲍威尔在美联储内部出席多场会议间隙行走。 美联储官员本周召开货币政策会议，这一时间节点在美国央行 112 年的历史中具有里程碑意义。一系列历史性事件的发生，让美联储能否在无政治干预的情况下制定利率政策这一问题成为焦点。 市场普遍预计，美联储官员将在周三宣布维持短期利率不变，甚至可能暗示未来数月暂不启动降息。美联储去年末曾连续三次降息，多位政策制定者近期也在公开演讲中表示，希望先观察这几次降息的政策效果，再考虑是否进一步调整利率。 美联储基于经济数据、独立制定关键利率决策的权力，如今仍是公众和司法领域热议的话题。上周，美国最高法院就美联储理事莉萨・库克的标志性案件举行了口头辩论。特朗普总统曾以未经证实的抵押贷款欺诈指控，试图将库克从美联储权力核心的理事会中解职，库克就此提起诉讼。 一周前，鲍威尔主席发布了一则不同寻常的视频，强硬回击特朗普政府施加的持续施压。此前，鲍威尔透露，联邦检察官正对其去年国会证词的部分内容展开调查，该部分证词涉及美联储华盛顿总部的一项在建翻修工程。 本周是鲍威尔作为美联储主席主持的倒数第三次货币政策会议，其任期将于 5 月 15 日结束，特朗普最快可能在本周就提名其继任者。 美联储的独立权之争 美国最高法院的保守派大法官们，似乎对特朗普政府要求解职库克、并要求其在诉讼期间暂停履职的理由持怀疑态度。 这其中也包括布雷特・卡瓦诺大法官 —— 他是特朗普提名的第二位最高法院大法官。卡瓦诺警告称，若特朗普诉库克案确立相关先例，未来的美国总统可能会随意定义解职美联储官员的 “理由”，将矛头对准与自己意见相左的官员。 2026 年 1 月 21 日，美国华盛顿哥伦比亚特区，美联储理事莉萨・库克（左）与律师艾贝・洛厄尔（中）走出美国最高法院。 卡瓦诺对美国副总检察长 D． 约翰・绍尔表示：“世事有轮回。” 他指出，未来的民主党总统可能会利用 “难以辩驳的琐碎、无关紧要或陈年指控”，将特朗普任命的官员排挤出局。 他称：“这些手段一旦被放开，两党都会加以利用。” 为支持美联储的独立地位，现任和前任美联储官员均出席了此次口头辩论，包括美联储理事迈克尔・巴尔、前美联储主席本・伯南克，以及鲍威尔本人。 鲍威尔一直认为，央行的独立性对任何现代经济体的稳定都至关重要。而在此次发布的视频中，他的语气更...

The Defiance Nasdaq 100 Enhanced Options & 0DTE Income ETF (NASDAQ:QQQY) launched in September 2023 to deliver enhanced income by selling options that expire the same day they’re written. The fund returned roughly 37% through late January 2026, outpacing NASDAQ:QQQ‘s 22% over the same period—outperformance driven by capturing elevated option premiums during volatile periods while ... QQQY Flips Nasdaq Volatility Into a 45% Yield, Paid Weekly! It’s Hard To Process

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Earnings Call Insights: Bridgewater Bancshares, Inc. (BWB) Q4 2025 Management View Gerald Baack, CEO, outlined a strong finish to the year, citing "robust loan and core deposit growth, net interest margin expansion and higher fee income." He emphasized that "expenses were also well controlled and asset quality remained strong," attributing the quarter’s success to the Bridgewater Bank team and their ongoing ability to take market share through an "unconventional reliable experience." Expansion in the Twin Cities and outside the market, particularly in affordable housing, was highlighted as a growth driver. Baack also mentioned closing one of the two branches acquired via First Minnetonka City Bank and plans to open a new branch in Lake Elmo next month. He stated, "Bridgewater is now the second largest locally led bank in the Twin Cities." Baack addressed market dynamics, noting talent and client opportunities from local M&A activity and reaffirmed the company's market positioning. He acknowledged recent community challenges in the Twin Cities and expressed support for affected team members and clients. Joseph Chybowski, President & CFO, stated, "We expected net interest margin expansion to return in the fourth quarter given 3 Fed rate cuts in late 2025. And this is exactly what happened as the margin increased 12 basis points to 2.75%, primarily due to lower deposit costs." Chybowski further indicated, "Given the expansion we saw in the fourth quarter and as we look ahead to repricing opportunities in 2026, we are actually pulling forward and believe we can get to 3% NIM by the end of 2026, and this does not assume any additional rate cuts." Nicholas Place, Chief Banking Officer, highlighted "annualized core deposit growth of 8.8% in the fourth quarter and 7.9% for the full year of 2025," and a $100 million increase in noninterest-bearing deposits during the quarter. Place also noted that affordable housing balances increased $41 million in the quarter or 27% annual...

Rep. Julie Johnson traded stocks from company that helps Trump’s deportation efforts despite anti-ICE comments texastribune.org

委內瑞拉｜魯比奧：沒打算再採軍事行動 將盡快重開外交機構 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】美國國務卿魯比奧相信對委內瑞拉展開第二輪軍事行動的機會不大。 魯比奧出席參議院外交關係委員會的聽證會時，再為美軍月初生擒馬杜羅夫婦辯護，指行動解除西半球的威脅，委內瑞拉形勢比以往更好，對方正與美國合作，雙方官員溝通富有成效，沒有打算再採取軍事行動，將盡快在委內瑞拉重開外交機構。 魯比奧又透露，銷售委內瑞拉石油的收益已存入卡塔爾銀行帳戶予委內瑞拉，美方有機制透過這筆收益短期資助委內瑞拉政府運作，包括公營服務開支。

The Guardian journalists Sirin Kale and Lucy Osborne have been recognised for their investigation covering accusations of sexual misconduct against the actor and director Noel Clarke by more than 20 women. The pair were named women of the year at the Women in Journalism awards. Osborne dedicated the honour to the “many brave women, our sources” who chose to give evidence after Clarke took legal action against the Guardian. In a landmark high court judgment last summer, Mrs Justice Steyn rejected Clarke’s claims he had been libelled, ruling that the Guardian had succeeded in both of its defences, on the grounds of truth and public interest. Malak A Tantesh reporting from Gaza in August 2025. Photograph: Enas Tantesh/The Guardian Accepting the award for the two journalists, Osborne said they had “faced personal legal threats and attacks on our judgment, our work and even our personal lives in court. However, we never once regretted writing these articles. “We hope that winning this case helps us and other journalists keep telling difficult stories like this one: particularly abuses of power that sadly so often affect women.” She added: “What we experienced was really nothing compared to the many brave women, our sources, who chose to give evidence for us. They were accused of lying, faced an array of legal tactics and attempts by Clarke’s team to stop them coming to court, then had to be questioned about some of the most painful moments of their life in front of a high court judge. So this award is for them.” Malak A Tantesh, the Guardian’s former Gaza correspondent, was given the rising star award for her reporting, which included describing her journey home after last year’s ceasefire deal. The judges said: “Malak reported with extraordinary courage on daily life under siege in Gaza. She continued to deliver vital journalism under the most extreme and distressing conditions.” Tantesh, who reported for the Guardian from Gaza for 18 months, was recently named new jour...

benedek/E+ via Getty Images “ Governments across the world are rewriting economic and foreign policies and transforming trade relationships that have anchored stability in the preceding decades. These changes have resulted in unprecedented uncertainty and volatility.” Market Review The S&P 500 Index gained 2.66% in a volatile quarter, as better-than- expected corporate earnings propelled the benchmark to record highs despite several growing risks. The quarter’s strong earnings season painted a picture of a resilient economy, but concerns of a potential artificial intelligence (AI) bubble and a more cautious consumer dampened the outlook. Central bank policy continues to be accommodative while trade tensions cooled in the quarter, but both themes face uncertainty in the year ahead. Volatility was heightened in the quarter with investors scrutinizing key performance themes, including AI investments and consumer resiliency. Many large technology companies reported strong revenue and earnings growth during the period and pledged to increase capital expenditures, as tremendous computing demand outstrips current supply. As a corollary to earnings results, a series of partnerships between OpenAI and public technology companies were announced throughout the quarter that totaled over $1 trillion in future spending on AI chips, datacenters, and cloud computing. Investor concerns arose around the circular nature of funding deals, which seemed reminiscent of vendor financing, increased debt burdens, and the uncertain return profile of these investments. Notably, strong earnings from bellwether NVIDIA resulted in a muted market response, suggesting that investors became more discerning of AI-related investments this quarter. Outside of information technology, the industrials sector also benefited from continued data center construction and investments made to modernize the electric grid. Within the financials sector, major banks saw earnings growth driven by strong loan and advi...

Defense sector leader RTX outperformed in Q4 and provided favorable guidance, driving its stock price higher; analysts are leading the market.

wmaster890/iStock via Getty Images The U.K. government said Wednesday it will provide a £20M (~$27.5B) grant to Vestas Wind's ( VWDRY ) Isle of Wight wind turbine plant that had been slated for closure but will now be converted to supply blades for onshore developments. The Vestas ( VWDRY ) facility had faced an uncertain future after demand ended for the offshore blades it produced, and logistical constraints prevented production of larger next-generation turbines at the site. The grant will help the company repurpose the site to develop onshore wind turbines and secure the future of the factory, the government said. "This will rebuild domestic manufacturing, strengthen energy security, and support growth in onshore wind, which is needed to end the UK's dependency on volatile fossil fuel markets," Britain's Department for Energy Security and Net Zero said in a statement. More on Vestas Wind Systems Vestas Wind Systems: A Play On Wind Recovery Vestas: The Good News And The Bad News Vestas Wind Systems Q3 2025 Earnings Call Presentation

Robert Way/iStock Editorial via Getty Images In December 2025, Anthropic ( ANTHRO ) forecasted to generate up to $18B in 2026, about 20% more than its summer forecast, and $55B next year, The Information reported. Anthropic — which is backed by Amazon ( AMZN ) and Alphabet's ( GOOG ) ( GOOGL ) Google — expects to generate up to $148B in 2029 in its most optimistic projections, about $3B more than what OpenAI ( OPENAI ) projected to make that year, the report added . Anthropic did not immediately respond to a request for comment from Seeking Alpha. Some of the fast revenue growth is from Anthropic's success in selling access to its AI models through an application programming interface, or API, to business customers. Especially, the company has become popular for coding-related tasks, in part because of its coding agent Claude Code, which generated over $1B in annualized revenue in November 2025. However, costs are adding up. Anthropic revised its most optimistic forecast to delay turning cash flow positive till 2028, a year later than previously expected. Anthropic expects to generate $2.2B in cash in 2028. Higher costs to train and run its AI models have contributed to the delay, the report noted. In 2026, Anthropic expects to spend $12B on training its models and $7B on running them for its paying users. The company is raising over $10B at a valuation of $350B before the financing in a round led by Singapore’s GIC and Coatue Management. Last week, it was reported that Anthropic's ( ANTHRO ) revenue run rate surpassed $9B at the end of 2025. In November 2025, Nvidia ( NVDA ) and Microsoft committed to invest up to $10B and up to $5B, respectively, in Anthropic. Microsoft has invested over $13B in OpenAI, giving it nearly a 27% stake in the ChatGPT maker. Earlier this month, it was reported that Microsoft ( MSFT ) has become one of Anthropic’s ( ANTHRO ) top customers and was recently on track to spend about $500M a year for Anthropic AI to power Microsoft products....

Image source: The Motley Fool. Wednesday, April 30, 2025 at 12:00 p.m. ET CALL PARTICIPANTS Chief Executive Officer — Phil Gallagher Chief Financial Officer — Ken Jacobson TAKEAWAYS Consolidated Sales -- $5.3 billion, representing a 6% decrease both year over year and sequentially, yet reaching the high end of guidance due to stronger Asia and Farnell results offset by softness in the Americas and EMEA. -- $5.3 billion, representing a 6% decrease both year over year and sequentially, yet reaching the high end of guidance due to stronger Asia and Farnell results offset by softness in the Americas and EMEA. Adjusted Diluted EPS -- $0.84, exceeding the high end of guidance, with an $0.08 benefit from a facility sale and leaseback gain. -- $0.84, exceeding the high end of guidance, with an $0.08 benefit from a facility sale and leaseback gain. Cash Flow from Operations -- $141 million generated in the quarter, resulting in $585 million fiscal year-to-date and $859 million over the last four quarters. -- $141 million generated in the quarter, resulting in $585 million fiscal year-to-date and $859 million over the last four quarters. Gross Margin -- 11.1%, 78 basis points lower year over year, but 54 basis points higher sequentially, primarily due to a seasonal mix shift to the West. -- 11.1%, 78 basis points lower year over year, but 54 basis points higher sequentially, primarily due to a seasonal mix shift to the West. Electronic Components Segment Sales -- Down 6% year over year and 7% sequentially, with Asia as the sole region posting year-over-year growth at 13%. -- Down 6% year over year and 7% sequentially, with Asia as the sole region posting year-over-year growth at 13%. Farnell Segment Sales -- Declined 10% year over year, but increased 6% sequentially; operating margin improved to 3%, up approximately 200 basis points quarter over quarter. -- Declined 10% year over year, but increased 6% sequentially; operating margin improved to 3%, up approximately 200 basis ...

Image source: The Motley Fool. Wednesday, August 6, 2025 at 12 p.m. ET Call participants Chief Executive Officer — Philip R. Gallagher Chief Financial Officer — Kenneth A. Jacobson Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Total revenue -- $5.6 billion, up 6% sequentially and up slightly year over year, surpassing company guidance. -- $5.6 billion, up 6% sequentially and up slightly year over year, surpassing company guidance. Adjusted operating margin -- 2.5% for the quarter, with Electronic Components at 3% and Farnell at 4.3%. -- 2.5% for the quarter, with Electronic Components at 3% and Farnell at 4.3%. Asia sales growth -- 18% year over year, representing 48% of total sales compared to 41% in the prior-year quarter. -- 18% year over year, representing 48% of total sales compared to 41% in the prior-year quarter. EMEA sales -- Down 17% year over year; in constant currency, down 21%. -- Down 17% year over year; in constant currency, down 21%. Americas sales -- Decreased 2% year over year, while communications end market increased sequentially. -- Decreased 2% year over year, while communications end market increased sequentially. Electronic Components sales -- Increased 1% year over year and 6% sequentially across all regions. -- Increased 1% year over year and 6% sequentially across all regions. Farnell sales -- Up 3% year over year and 5% sequentially, with first year-on-year operating margin improvement since fiscal first quarter ended Sept. 30, 2022. -- Up 3% year over year and 5% sequentially, with first year-on-year operating margin improvement since fiscal first quarter ended Sept. 30, 2022. Gross margin -- 10.6%, down 99 basis points year over year and 49 basis points sequentially, primarily due to regional mix shift toward Asia and unfavorable product/customer mix. -- 10.6%, down 99 basis points year over year and 49 basis points sequentially, primarily due to regional mix shift toward Asia and unfavorable product/custome...

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The hard-disk-drive maker’s second-quarter earnings are the latest bit of good news for the thriving data-storage and memory sector.

President Donald Trump helped push the U.S. dollar lower on Tuesday after saying he didn't mind a weaker greenback — a shift that could benefit certain stocks with big foreign sales. U.S. companies with large overseas businesses often get a boost when the dollar weakens. Not only are their businesses more hedged against a waning greenback, but profits earned in local currencies convert into higher dollar-denominated earnings when brought back into the U.S. To find such companies that might benefit from a waning dollar, CNBC Pro screened FactSet data to find the S & P 500 constituents that generate more than 75% of their total sales outside of the U.S. The table below lists these stocks, from most to least exposed: Travel technology company Booking Holdings , up about 9% in the past 12 months, was one name on the list. The company currently generates around 90% of its total sales outside of the U.S. On Tuesday, Bank of America maintained its buy rating on the stock and named it a top pick for 2026, citing the company's new artificial intelligence functionality and its compelling valuation. "We think Booking Holdings is well positioned to add competitive Agentic AI capabilities given its large customer data base and pricing capabilities (Genius loyalty program contributes over 50% of total bookings), with less risk of share loss from chain hotel booking shifts to Agentic competitors," the bank wrote. "Given AI investments in 2025, as part of Booking's $170mn investment spend, we expect a lot more AI functionality on the site in 2026." The bank's $6,000 price target is approximately 16% higher than where shares closed on Tuesday. Semiconductor stock Applied Materials has surged 95% in the past year. The company currently derives 89% of total sales from foreign markets. On Tuesday, Mizuho upgraded the name to an outperform rating ahead of its fiscal first-quarter earnings report after the market closes on Feb. 12. Analyst Vijay Rakesh also hiked his price target to $370...

Pianist who put her solo career on hold to care for her husband and established the John Ogdon Foundation to preserve his legacy The pianist Brenda Lucas Ogdon, who has died aged 90, achieved greatest prominence in the duo with her husband John Ogdon , one of the most dazzling performers of his day. It was at the suggestion of the conductor John Minchinton that they started playing as a duo, and in 1962 Lord Harewood invited them to perform Bartók’s Sonata for Two Pianos and Percussion at the Edinburgh international festival. It proved to be a notable success, and in the following year’s festival they gave it again. John’s joint victory at the Tchaikovsky International Competition in 1962, sharing first place with Vladimir Ashkenazy, led to international tours. In Australia in 1964 the couple had separate performing schedules as well as playing as a duo, and Brenda cared for their infant daughter, Annabel. Later tours included several to the US, where on one occasion they performed Mozart’s Concerto for Three Pianos in Houston with the conductor, André Previn, at the third keyboard, and to the Soviet Union. Continue reading...

MassimoVernicesole/iStock Editorial via Getty Images Extreme weather is disrupting freight movement across large parts of Europe, forcing vessels to take shelter and prompting ports and terminals to suspend or limit operations, according to an update from Maersk ( AMKBY ) ( AMKAF ) ( AMKBF ). The shipping company said powerful storms and snowfall across southwest and Western Europe have reduced productivity at terminals and inland depots. Snow-covered and icy roads are also snarling truck traffic, delaying cargo moving to and from ports. Maersk ( AMKBY ) ( AMKAF ) ( AMKBF ) said the conditions are leading to longer wait times for imports and exports and are adding to congestion inside terminal yards. Operations at several ports in the western Mediterranean have been halted, with no firm timeline for reopening. The stoppages are rippling through supply chains, affecting cargo flows between southern and northern Europe. In Poland, activity at the port of Gdansk has been constrained as frozen equipment and hazardous road and rail conditions interfere with cargo pickup and delivery. Weather in the Bay of Biscay has shown brief signs of easing, Maersk said, but conditions are expected to deteriorate again later in the week, raising the risk of further delays. Maersk cautioned that the disruption is industrywide and that ongoing uncertainty around weather severity could continue to affect vessel schedules and terminal operations. The warning follows a separate incident last week in which rival carrier CMA CGM said one of its ships lost dozens of containers overboard and suffered additional cargo damage after encountering severe weather near Malta. More on A.P. Møller - Mærsk A/S Maersk: Upside From The Q3'25 Period With A Guidance Increase A.P. Møller - Mærsk A/S 2025 Q3 - Results - Earnings Call Presentation A.P. Møller - Mærsk A/S (AMKBY) Q3 2025 Earnings Call Transcript Maersk to resume regular Suez Canal transits; shares fall Maersk sends second ship through Red Sea i...

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