Market Domination Overtime Host Josh Lipton previews several of the biggest stories to come tomorrow, Friday, March 20, including rising oil (CL=F, BZ=F) prices and Middle East tensions impacting energy markets; earnings results from XPeng (XPEV); and the potential impact of higher gasoline (RB=F) and diesel prices on inflation and consumers.
Market Domination Overtime Host Josh Lipton previews several of the biggest stories to come tomorrow, Friday, March 20, including rising oil (CL=F, BZ=F) prices and Middle East tensions impacting energy markets; earnings results from XPeng (XPEV); and the potential impact of higher gasoline (RB=F) and diesel prices on inflation and consumers.
As Maxence Visseau spent the first few days of the Iran war trying to make sense of what the conflict would mean for markets, he put artificial intelligence at the heart of his investment process. Large-language models enabled Visseau , the founder of investment firm Arkevium, to cut the time he spent on research by about 80%. He used Anthropic’s Claude to stress-test multiple scenarios in paralle...
As Maxence Visseau spent the first few days of the Iran war trying to make sense of what the conflict would mean for markets, he put artificial intelligence at the heart of his investment process. Large-language models enabled Visseau , the founder of investment firm Arkevium, to cut the time he spent on research by about 80%. He used Anthropic’s Claude to stress-test multiple scenarios in parallel, compare historical precedents and map out potential ripple effects across asset classes. “I was up for almost 48 hours straight, monitoring the interceptions in the United Arab Emirates while simultaneously running scenarios and preparing for the market open,” said Visseau, who’s based in Dubai and specializes in macro trading strategies. “That’s precisely the kind of moment where AI becomes indispensable.” While Visseau said the technology isn’t a reliable substitute for human judgment, he views the time-saving benefits of AI as increasingly essential for navigating markets whipsawed by a war that has upended energy supplies and left at least 4,000 dead. Interviews with investors and strategists across the globe suggest the conflict has led AI tools to become more entrenched in workflows, even as several flagged pitfalls including sloppy prompts and inaccurate results. “We are witnessing history — the first major conflict where AI is being used to fight and where traders rely on AI to map out the war in ways that have never been done before,” said Nick Twidale , chief market analyst at AT Global Markets in Sydney and who’s a 25-year veteran of trading markets. One of the advantages of using AI tools such as OpenAI’s ChatGPT, Google’s Gemini and China’s DeepSeek is a dramatic improvement in time management. Jian Shi Cortesi says where she previously may have spent half an hour reading different sources to catch up on the news, now the Zurich-based fund manager at GAM Investment Management can get a summary of the latest developments in the war in seconds. Gathering infor...
Explore the exciting world of L3Harris Technologies (NYSE: LHX) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of Feb. 4, 2026. The video was published on March 19, 2026. Continue reading
Explore the exciting world of L3Harris Technologies (NYSE: LHX) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of Feb. 4, 2026. The video was published on March 19, 2026. Continue reading
“In the past, it’s like digging a hole with a shovel. Now you’re digging dirt with these massive excavators,” Cortesi said. “The speed has probably increased by five times.” Jian Shi Cortesi says where she previously may have spent half an hour reading different sources to catch up on the news, now the Zurich-based fund manager at GAM Investment Management can get a summary of the latest developme...
“In the past, it’s like digging a hole with a shovel. Now you’re digging dirt with these massive excavators,” Cortesi said. “The speed has probably increased by five times.” Jian Shi Cortesi says where she previously may have spent half an hour reading different sources to catch up on the news, now the Zurich-based fund manager at GAM Investment Management can get a summary of the latest developments in the war in seconds. Gathering information about a particular company takes a day or less, down from multiple days previously. One of the advantages of using AI tools such as OpenAI’s ChatGPT, Google’s Gemini and China’s DeepSeek is a dramatic improvement in time management. “We are witnessing history — the first major conflict where AI is being used to fight and where traders rely on AI to map out the war in ways that have never been done before,” said Nick Twidale, chief market analyst at AT Global Markets in Sydney and who’s a 25-year veteran of trading markets. While Visseau said the technology isn’t a reliable substitute for human judgment, he views the time-saving benefits of AI as increasingly essential for navigating markets whipsawed by a war that has upended energy supplies and left at least 4,000 dead. Interviews with investors and strategists across the globe suggest the conflict has led AI tools to become more entrenched in workflows, even as several flagged pitfalls including sloppy prompts and inaccurate results. “I was up for almost 48 hours straight, monitoring the interceptions in the United Arab Emirates while simultaneously running scenarios and preparing for the market open,” said Visseau, who’s based in Dubai and specializes in macro trading strategies. “That’s precisely the kind of moment where AI becomes indispensable.” Large-language models enabled Visseau, the founder of investment firm Arkevium, to cut the time he spent on research by about 80%. He used Anthropic’s Claude to stress-test multiple scenarios in parallel, compare historical prec...
EU leaders have pledged to stand behind Cyprus as it seeks “an open and frank discussion” on the future of the British bases on the island, which have become a target after the outbreak of the latest Middle East crisis. Ahead of an EU summit on Thursday, Cyprus’s president, Nikos Christodoulides, said he wanted “an open and frank discussion with the British government” regarding the status and fut...
EU leaders have pledged to stand behind Cyprus as it seeks “an open and frank discussion” on the future of the British bases on the island, which have become a target after the outbreak of the latest Middle East crisis. Ahead of an EU summit on Thursday, Cyprus’s president, Nikos Christodoulides, said he wanted “an open and frank discussion with the British government” regarding the status and future of the British bases on the island. He described the bases as “a colonial consequence”, but declined to say whether he wished to see them gone, saying Cyprus had “a clear approach” and would not negotiate publicly. “We have more than 10,000 Cypriot citizens within the British bases; we have responsibility for those people and when the situation is over in the Middle East, we are going to have an open and frank discussion with the British government.” The Akrotiri and Dhekelia bases, comprising 256 sq km (99 sq miles), remained UK sovereign territory when Cyprus became independent in 1960. The British government uses them as training areas and staging posts for operations in the region. As tensions in the Middle East have escalated, Cyprus has been increasingly concerned the presence of the British bases made them a de-facto target for Iran, which has long had fraught relations with the UK. Those fears were realised earlier this month when an unmanned attack drone – said to have been launched by the Iranian proxy Hezbollah from Lebanon – crashed into RAF Akrotiri’s runway on 2 March. Two other drones were intercepted heading in the direction of the base the next day. After Christodoulides’s intervention, EU leaders on Thursday endorsed a text stating firm and unequivocal support for member states closest to the Middle East. “The European Council acknowledges the intention of Cyprus to initiate a discussion with the UK on the UK bases in Cyprus and stands ready to provide assistance as needed.” The language is a victory for Cyprus, which currently holds the EU’s rotating ...
Gender equality is the low-hanging fruit of corporate social responsibility—an easy win for marketing campaigns or ESG reports. A new assessment of how 2,000 of the world’s most influential companies handle diversity and inclusion amid mounting political headwinds, however, suggests that many public-facing policies remain largely untethered to operational reality. That say-do gap is starkly eviden...
Gender equality is the low-hanging fruit of corporate social responsibility—an easy win for marketing campaigns or ESG reports. A new assessment of how 2,000 of the world’s most influential companies handle diversity and inclusion amid mounting political headwinds, however, suggests that many public-facing policies remain largely untethered to operational reality. That say-do gap is starkly evident in findings from the World Benchmarking Alliance, a Dutch nonprofit that found that while 71 percent of businesses—including boldface names like Amazon, H&M Group, Kering, Nike, Puma and Zara owner Inditex—explicitly forbid violence and harassment in the workplace, only 3 percent offer survivor-centered support, creating an “illusion of safety.” Maternity policies demonstrate similar precarity. More than two-thirds of companies don’t clearly disclose leave duration, and among those that do, fewer than 5 percent meet international standards for duration, pay and global applicability. Even worse, not one company requires its suppliers to offer workers paid carer time-off. Advancing the oft-touted “just transition”—the shift from high-carbon economies to more sustainable ones while ensuring benefits and risks are fairly shared—exposes another blind spot. Only 7 percent of companies demonstrate meaningful worker engagement. Fewer than 1 percent recognize women as a distinct stakeholder group in the transition dialogue, with sex-disaggregated data on layoffs and transition impacts in short supply, and gender-responsive action in reskilling or job creation scarcer still. The findings reveal an essential truth: gender equality will not advance through corporate action alone, said Namit Agarwal, who leads WBA’s social transformation work. While the commitments have remained largely intact despite backlash, businesses haven’t meaningfully progressed on translating them into “action on a large scale, which is not surprising given the backdrop of everything that we are observing at ...
Key Points Sold 2,444,158 shares of Portland General Electric, estimated at ~$115.43 million based on quarterly average price Quarter-end position value fell by $99.81 million, reflecting both trading activity and stock price movements Trade accounted for a 5.79% shift in reported 13F AUM Fund now holds 1,938,334 shares worth $93.02 million Portland General Electric now represents 4.66% of AUM, pl...
Key Points Sold 2,444,158 shares of Portland General Electric, estimated at ~$115.43 million based on quarterly average price Quarter-end position value fell by $99.81 million, reflecting both trading activity and stock price movements Trade accounted for a 5.79% shift in reported 13F AUM Fund now holds 1,938,334 shares worth $93.02 million Portland General Electric now represents 4.66% of AUM, placing it outside the fund’s top five holdings 10 stocks we like better than Portland General Electric › On Feb. 17, 2026, ATLAS Infrastructure Partners (UK) Ltd. disclosed in an SEC filing that it sold 2,444,158 shares of Portland General Electric (NYSE:POR), an estimated $115.43 million trade based on the quarterly average price. What happened According to an SEC filing dated Feb. 17, 2026, ATLAS Infrastructure Partners (UK) Ltd. sold 2,444,158 shares of Portland General Electric during the fourth quarter. The estimated transaction value was $115.43 million, calculated using the period’s average closing price. The fund’s quarter-end position value decreased by $99.81 million, reflecting the combined impact of share sales and price fluctuations. What else to know Following the sale, Portland General Electric represents 4.66% of the fund’s 13F AUM, down from 10.36% in the previous quarter. Top holdings after the filing: NYSE:PNW: $395.71 million (19.84% of AUM) NYSE:EMA: $289.29 million (14.51% of AUM) NYSE:ED: $282.21 million (14.15% of AUM) NYSE:PEG: $234.04 million (11.74% of AUM) NYSE:EIX: $234.01 million (11.73% of AUM) As of March 19, 2026, shares were priced at $52.25, up 23.38% over the past year, outperforming the S&P 500 by 3.90 percentage points. Company overview Metric Value Revenue (TTM) $3.37 billion Net income (TTM) $306.00 million Dividend yield 4.02% Price (as of market close March 19, 2026) $52.25 Company snapshot Provides electricity generation, transmission, distribution, and retail sales, operates thermal, wind, and hydroelectric facilities, and engages ...
JHVEPhoto/iStock Editorial via Getty Images Shares of KB Home ( KBH ) have been a poor performer over the past year, losing about 15% of their value. Over the past year, we have seen the housing market be persistently sluggish as consumers face affordability challenges. With its focus on first-time buyers, this challenge has been especially pronounced for KBH, and the war with Iran threatens to ke...
JHVEPhoto/iStock Editorial via Getty Images Shares of KB Home ( KBH ) have been a poor performer over the past year, losing about 15% of their value. Over the past year, we have seen the housing market be persistently sluggish as consumers face affordability challenges. With its focus on first-time buyers, this challenge has been especially pronounced for KBH, and the war with Iran threatens to keep mortgage rates higher, eliminating a potential upside opportunity. I last covered shares in December , warning 2026 would be a challenging year, but valuation kept me at a “ H old.” With shares down 8% since then, I arguably should have rated shares a "S ell," and with KBH set to report earnings next week, now is a good time to preview results. Seeking Alpha Q1 expectations are justifiably low Currently , analysts are forecasting $0.54 of EPS in Q1, and pessimism has been building with 6 estimate cuts and not one increase. Now, the company has a track record of beating estimates with 12 beats over the past 16 quarters. With analysts having already lowered the bar so much, this may position the company for a modest beat. Now, Q1 is seasonally quiet, and there is likely to be more focus on what management projects for the key spring selling season in Q2 and into Q3. I suspect that investors are already bracing for cautious results. Lennar ( LEN ), one of its biggest competitors, reported results last week that were unambiguously poor. It missed Q1 consensus, and it offered a downbeat outlook for Q2 orders, speaking to persistent headwinds from weak consumer sentiment. Given its reliance on first-time homebuyers, I am skeptical KBH can outperform peers in this selling environment. This negativity around the sector comes from a weak macro environment. KB Home Affordability pressures limit housing market activity The fundamental issue weighing on the housing market is that homes are not very affordable. Because prices are higher and interest rates are higher, potential buyers...
I’m a university student with a good part-time job. I make about $250 a fortnight and I have always been taught how to look after my money and save responsibly. My two closest friends are both unemployed, but by choice. No matter how much I help them apply for jobs, they never do. I often go out on the weekends drinking or partying, where naturally I spend money on alcohol, maybe some food and an ...
I’m a university student with a good part-time job. I make about $250 a fortnight and I have always been taught how to look after my money and save responsibly. My two closest friends are both unemployed, but by choice. No matter how much I help them apply for jobs, they never do. I often go out on the weekends drinking or partying, where naturally I spend money on alcohol, maybe some food and an Uber ride home. My friends almost always depend on me to pay for things, swearing that they will pay me back, but they never do. If we are stuck in the city with no way to get home at 2am, they know they can rely on me. But this just isn’t fair any more and it’s grown frustrating. One of my friends comes from a wealthy family, where money is given to her instead of her having to work for it, and the other friend comes from a family which is quite financially unstable. As much as I like my friends, I can’t feel that I’m always the one who has to spend my hard-earned money on them. I wouldn’t mind doing this every now and then, or if they could return the favour, but this isn’t the case right now – especially as a uni student living in a cost-of-living crisis – my hard-earned money is rightfully mine. What can I do about this? Eleanor says: Money means so many different things to different people. You see your hard-earned property, one of your friends hardly sees it, and the other might just see something you have more of than them. No wonder you have such different attitudes to what’s fair to do with it: you could all be seeing different things. But this might be a good old-fashioned case of: if you want someone to know something they don’t currently know, you have to find a way to communicate it. That needn’t mean explicitly saying: “I’m tired of spending my money when you don’t pay me back.” It doesn’t need to be an accusation. You can just make the change. Maybe you don’t pull your phone out to get the Uber. Maybe, on the next night out, you bring enough cash to cover onl...
His stores come in useful in all kinds of emergencies, he said, and living in a rural area he gets his water from a borehole, meaning any potential blackout does not just turn off the lights, it means no drinking water unless you can purify it.
His stores come in useful in all kinds of emergencies, he said, and living in a rural area he gets his water from a borehole, meaning any potential blackout does not just turn off the lights, it means no drinking water unless you can purify it.
In this article .DJI .SPX .IXIC Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 3:23 03:23 It is very rare for the market to be this oversold, says Jim Cramer Mad Money with Jim Cramer While buying stocks in highly volatile periods might not feel like the right move, history often proves it's exactly what investors should do, CNBC's Jim Cramer said Thursday. "Sometimes you have to ...
In this article .DJI .SPX .IXIC Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 3:23 03:23 It is very rare for the market to be this oversold, says Jim Cramer Mad Money with Jim Cramer While buying stocks in highly volatile periods might not feel like the right move, history often proves it's exactly what investors should do, CNBC's Jim Cramer said Thursday. "Sometimes you have to hold your nose and buy," Cramer said on "Mad Money," acknowledging that it's tough to keep your emotions in check. It's also tough because you could see short-term losses before longer-term gains. "When the averages come down too far, too fast, history says you need to be a buyer because when the market gets oversold, it will inevitably bounce." Cramer's advice follows a second consecutive day of losses on Wall Street, fueled by the escalating Iran war. The Dow Jones Industrial Average, the S&P 500 , and the Nasdaq all closed lower, but well off their worst levels of the session, as international crude settled up 1.2% to $108.65 per barrel. Brent briefly hit $119 as energy facilities in Qatar and Iran were attacked. Oil prices eased later in the day after Israeli Prime Minister Benjamin Netanyahu said his country was aiding U.S. efforts to open the Strait of Hormuz, the vital Mideast waterway for oil transport that Iran has vowed to keep closed. To help identify these historical buy signals, Cramer uses the S&P Short Range Oscillator — a momentum indicator that he has trusted for decades. As of Thursday's close, the Oscillator has been oversold for eight straight sessions. For the CNBC Investing Club , Cramer looks to buy when the Oscillator is this oversold. Club members got a trade alert on two stocks around midday. (In overbought markets, which we have not seen since July 2025, Cramer looks to lock in profits.) "I've been studying this Oscillator since 1987 ... and it's rarely steered me wrong. If you buy into an extremely oversold market ... you tend, over the next 30 d...
Hong Kong Exchanges and Clearing (HKEX) has proposed the biggest overhaul of listing rules in almost a decade. China’s top stock exchange is looking ahead after regaining the global crown for initial public offerings last year following several lean years. To remain competitive, it needs to make its market more accessible to innovative firms seeking to raise capital. At the same time, the city mus...
Hong Kong Exchanges and Clearing (HKEX) has proposed the biggest overhaul of listing rules in almost a decade. China’s top stock exchange is looking ahead after regaining the global crown for initial public offerings last year following several lean years. To remain competitive, it needs to make its market more accessible to innovative firms seeking to raise capital. At the same time, the city must maintain its international reputation for financial probity and reliability. This means any changes must also ensure a high level of transparency, fairness and protection for ordinary investors whose interests often take a back seat in the market. Under the proposals, the minimum valuation for companies to list under the weighted voting rights (WVR) regime will be halved to HK$20 billion (US$2.6 billion), down from the current HK$40 billion. Also, the minimum market capitalisation for companies using the revenue route to apply for listing will drop to HK$6 billion and revenues of HK$600 million in the latest financial year, from the current HK$10 billion and HK$1 billion respectively. Following other major exchanges, all listing candidates will be allowed to file their applications confidentially. But once their applications have been approved, they still have to provide the same financial data for public scrutiny. At the moment, only firms seeking secondary listings and those in certain technology fields are allowed to file confidentially. Advertisement Meanwhile, under the dual-class share structure – which allows company founders to retain greater control – the definition of innovative but pre-profit firms will be eased to include non-tech firms with new business models. To boost transparency, successful listing candidates will have to disclose the identities of their lawyers, accountants, investment banks and other sponsors to deter substandard applications. The Securities and Futures Commission recently disclosed that it ordered 13 investment banks to review their in...