Guido Mieth Stock index futures were higher before the bell Wednesday as oil prices slipped after the Iraq-Kurd deal, while traders focused on the Federal Reserve’s policy decision later today. Now, here are five news stories that broke overnight to watch out for: Microsoft weighs legal action over OpenAI-Amazon deal: Microsoft ( MSFT ) is considering legal action against Amazon ( AMZN ) and OpenA...
Guido Mieth Stock index futures were higher before the bell Wednesday as oil prices slipped after the Iraq-Kurd deal, while traders focused on the Federal Reserve’s policy decision later today. Now, here are five news stories that broke overnight to watch out for: Microsoft weighs legal action over OpenAI-Amazon deal: Microsoft ( MSFT ) is considering legal action against Amazon ( AMZN ) and OpenAI over a $50B agreement that may undermine its exclusive cloud partnership with the ChatGPT developer, according to the Financial Times. At the center of the dispute is whether Amazon Web Services can provide OpenAI’s new offering called Frontier without breaching an existing agreement that mandates all access to OpenAI’s models be delivered through Microsoft’s Azure cloud platform. Oil majors slash energy transition spending: The world’s largest oil and gas companies ratcheted back investment in the energy transition in 2025, marking the first annual decline in eight years, according to BloombergNEF. Spending on low-carbon technologies by oil and gas majors fell by more than a third over the past year, to $25.7B from more than $38B in 2024. Trump administration eyes Venezuela sanctions relief: The Trump administration is planning further steps to ease sanctions on Venezuela to unlock more oil as crude prices continue to soar amid the Iran conflict, Bloomberg News reported. The moves include issuing additional individual licenses for foreign companies to work in Venezuela and setting up a broader mechanism to make it easier for more companies to enter the country. Iran GPS disruptions threaten aviation and military operations: GPS jamming and spoofing by Iran have intensified dramatically since the outbreak of conflict in the Middle East, creating critical vulnerabilities for both commercial aviation and military operations, according to Jack Hidary, CEO of SandboxAQ. In an interview with CNBC, Hidary warned that Iran is now receiving access to China’s Beidou satellite navi...
A growing cash crunch is forcing Nigerian power producers out of business. Bloomberg's Chief Africa Correspondent Jennifer Zabasajja joins Horizons Middle East and Africa Anchor Joumanna Bercetche to talk about the impact on Nigerians. (Source: Bloomberg)
A growing cash crunch is forcing Nigerian power producers out of business. Bloomberg's Chief Africa Correspondent Jennifer Zabasajja joins Horizons Middle East and Africa Anchor Joumanna Bercetche to talk about the impact on Nigerians. (Source: Bloomberg)
laddawan punna/iStock via Getty Images Key Points We expect an interim climax for US equities in Q1, followed by a topping process as volatility rises. The S&P 500 is unlikely to exceed 7050–7150 in this period. While recession remains unlikely, a 10%–20% correction should follow through summer across developed markets. Monetary accommodation will be largely discounted by spring, while midterm ele...
laddawan punna/iStock via Getty Images Key Points We expect an interim climax for US equities in Q1, followed by a topping process as volatility rises. The S&P 500 is unlikely to exceed 7050–7150 in this period. While recession remains unlikely, a 10%–20% correction should follow through summer across developed markets. Monetary accommodation will be largely discounted by spring, while midterm elections foment fiscal deadlock. The reflationary impulse powering equities since late 2022 is nearing exhaustion and bond market signals—particularly yield curve steepening—warrant attention. Today’s challenge requires discriminating across divergent narratives rather than market timing. The fund minimizes AI concentration risk while maintaining pro-growth cyclical exposure. The AI narrative has synchronized investor behavior: portfolio balance and diversification are critical. Never a Dull Moment The Calamos Phineus Long/Short Fund (Class I shares at NAV)( CPLIX ) declined -1.32% in Q4 on an average net equity exposure of 16.6%— below the fund’s 28.4% historical average and reflecting our systematic reduction in exposure to AI infrastructure beneficiaries. For 2025, the fund gained 9.9% on average net exposure below 20%, implying 7.6% of excess return. Longs contributed 16.4%, and shorts detracted 5.3%, generating 1.4% of alpha on the long side and 6.2% on the short side. The fund preserved capital during the turbulence into April, when the S&P 500 declined 18.7%, and then participated in the Q2 recovery. In Q4, performance lagged as benchmark returns narrowed to a handful of mega-caps. Risk-adjusted measures underscore the fund’s defensive orientation: a Sharpe ratio of 0.78 and Sortino ratio of 1.04, both ahead of the Morningstar Long/Short peer average for 2025. The fund absorbed only 17.6% of S&P 500 losses on down days with 54% less volatility as measured by standard deviation. The AI theme is transitioning from youth to maturity. Unless leaders like NVIDIA and Microso...
Tandem Diabetes Care, Inc. TNDM shares ended the last trading session 9.1% higher at $23.91. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 15.6% gain over the past four weeks. Tandem Diabetes scored a strong price increase, driven by investor’s optimism after investment firm Piper Sandler upgraded the s...
Tandem Diabetes Care, Inc. TNDM shares ended the last trading session 9.1% higher at $23.91. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 15.6% gain over the past four weeks. Tandem Diabetes scored a strong price increase, driven by investor’s optimism after investment firm Piper Sandler upgraded the stock to “Overweight” from “Neutral” and increased its price target to $33. The development follows an analysis of the pharmacy pricing benefit and international direct market opportunities discussed during the company’s fourth quarter 2025 earnings call. This company is expected to post quarterly loss of $0.46 per share in its upcoming report, which represents a year-over-year change of +31.3%. Revenues are expected to be $240.95 million, up 2.8% from the year-ago quarter. While earnings and revenue growth expectations are important in evaluating the potential strength in a stock, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For Tandem Diabetes Care, the consensus EPS estimate for the quarter has been revised 4% lower over the last 30 days to the current level. And a negative trend in earnings estimate revisions doesn't usually translate into price appreciation. So, make sure to keep an eye on TNDM going forward to see if this recent jump can turn into more strength down the road. The stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> Tandem Diabetes Care is part of the Zacks Medical - Instruments industry. LivaNova LIVN, another stock in the same industry, closed the last trading session 1.6% higher at $62.43. LIVN has returned -6.6% in the past month. LivaNova's consensus EPS estimate for the upcoming report has changed -0.7% over the past month to $0.85. Compared to the company's year-ago EPS, this represent...
Honeywell International Inc. ( HON ) shares fell 1.3% after the company said that its first-quarter 2026 revenues will be affected by the ongoing Middle East war. HON Shares of Uber Technologies Inc. ( UBER ) surged 4.2% following the announcement that the company plans to launch robotaxis in 28 cities starting next year. UBER Shares of Amazon.com Inc. ( AMZN ) rose 1.6% following news that its CE...
Honeywell International Inc. ( HON ) shares fell 1.3% after the company said that its first-quarter 2026 revenues will be affected by the ongoing Middle East war. HON Shares of Uber Technologies Inc. ( UBER ) surged 4.2% following the announcement that the company plans to launch robotaxis in 28 cities starting next year. UBER Shares of Amazon.com Inc. ( AMZN ) rose 1.6% following news that its CEO Adam Jassy projects AWS to reach $600 billion in the next 10 years due to extensive use of AI technologies. AMZN Delta Air Lines Inc.’s ( DAL ) shares jumped 6.6% after the company raised revenue guidance for first-quarter 2026 on strong travel demand. Free Report: Profiting from the 2nd Wave of AI Explosion The next phase of the AI explosion is poised to create significant wealth for investors, especially those who get in early. It will add literally trillion of dollars to the economy and revolutionize nearly every part of our lives. Investors who bought shares like Nvidia at the right time have had a shot at huge gains. But the rocket ride in the "first wave" of AI stocks may soon come to an end. The sharp upward trajectory of these stocks will begin to level off, leaving exponential growth to a new wave of cutting-edge companies. Zacks' AI Boom 2.0: The Second Wave report reveals 4 under-the-radar companies that may soon be shining stars of AI’s next leap forward. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Amazon.com, Inc. (AMZN) : Free Stock Analysis Report Honeywell International Inc. (HON) : Free Stock Analysis Report Delta Air Lines, Inc. (DAL) : Free Stock Analysis Report Uber Technologies, Inc. (UBER) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasda...
Honeywell International Inc. (HON) shares fell 1.3% after the company said that its first-quarter 2026 revenues will be affected by the ongoing Middle East war. Shares of Uber Technologies Inc. (UBER) surged 4.2% following the announcement that the company plans to launch robotaxis in 28 cities starting next year. Shares of Amazon.com Inc. (AMZN) rose 1.6% following news that its CEO Adam Jassy pr...
Honeywell International Inc. (HON) shares fell 1.3% after the company said that its first-quarter 2026 revenues will be affected by the ongoing Middle East war. Shares of Uber Technologies Inc. (UBER) surged 4.2% following the announcement that the company plans to launch robotaxis in 28 cities starting next year. Shares of Amazon.com Inc. (AMZN) rose 1.6% following news that its CEO Adam Jassy projects AWS to reach $600 billion in the next 10 years due to extensive use of AI technologies.
“The death sentence of a spy for the Zionist regime, who had been providing images and information about the country’s sensitive locations to Mossad officers, was carried out this morning,” the judiciary’s Mizan Online website said. Mizan identified the man as Kouroush Keyvani and said he was arrested during Iran’s 12-day war with Israel last June. The United States briefly joined with strikes on ...
“The death sentence of a spy for the Zionist regime, who had been providing images and information about the country’s sensitive locations to Mossad officers, was carried out this morning,” the judiciary’s Mizan Online website said. Mizan identified the man as Kouroush Keyvani and said he was arrested during Iran’s 12-day war with Israel last June. The United States briefly joined with strikes on Iranian nuclear facilities. Advertisement It listed details of his meetings with agents from Israel’s Mossad spy agency and said he received training in “six European countries and in Tel Aviv”. A video grab taken from social media on Tuesday shows a vehicle from Iran’s special police unit ablaze in Tehran’s Enqelab Square. Photo: UGC/AFP Tehran has detained numerous people suspected of spying for Israel since the war in June. Unconfirmed reports suggest more than 10 have been executed. Advertisement Human rights groups have long criticised Iran, one of the world’s top executioners, for its heavy use of the death penalty, saying it is often employed to suppress dissent.