As the saying goes, there are many possible reasons for an insider to sell a stock, but only one reason to buy -- they expect to make money. So let's look at two noteworthy recent insider buys. At Robinhood Markets, a filing with the SEC revealed that on Thursday, Director Mey
As the saying goes, there are many possible reasons for an insider to sell a stock, but only one reason to buy -- they expect to make money. So let's look at two noteworthy recent insider buys. At Robinhood Markets, a filing with the SEC revealed that on Thursday, Director Mey
SXSW London Wolf’s novel about a headstrong young Edwardian woman takes flight under Tina Gharavi’s direction, with Timothy Spall and Jennifer Saunders among the ensemble cast Here is an adaptation, written by Justine Waddell, of Virginia Woolf’s peculiar and tonally elusive work that is all about the quarterlife crisis of a headstrong, well-born young woman in Edwardian London faced with the nece...
SXSW London Wolf’s novel about a headstrong young Edwardian woman takes flight under Tina Gharavi’s direction, with Timothy Spall and Jennifer Saunders among the ensemble cast Here is an adaptation, written by Justine Waddell, of Virginia Woolf’s peculiar and tonally elusive work that is all about the quarterlife crisis of a headstrong, well-born young woman in Edwardian London faced with the necessity of getting married. What emerges is a wayward, unworldly fantasia, a four-leaf clover of a film – or even five-leaf; rather beautifully designed and photographed, flavoured with a wistful, unexpectedly Germanic kind of romanticism. Waddell and Iranian-born director and Bafta nominee Tina Gharavi have creatively gone against the grain of the novel, amplifying Woolf’s single glancing reference to astronomy and making that the centre of the heroine’s yearning, perhaps playfully implanting a subconscious memory of Cole Porter’s lyrics to the song of the same title: “You are the one, only you beneath the moon, under the sun ….” And – thankfully, in my view – the film removes Woolf’s supercilious condescension towards the self-betterment of newly educated lower and middle classes, and instead focuses on a sweet-natured story, performed with conviction by its all-star ensemble cast, interspersed with dreamlike set pieces. The result is not precisely Virginia Woolf’s Night and Day; maybe more EM Forster’s Night and Day or even Ronald Firbank’s Night and Day. Continue reading...
Maskot/DigitalVision via Getty Images Meta Platforms ( META ) is increasing its content settings for its teen accounts on Facebook, Instagram, and Messenger to screen inappropriate content and limit interaction with age-inappropriate groups. The new settings are to address parents’ concerns about what teens are being exposed to and recent measures by regulators to protect children from predators a...
Maskot/DigitalVision via Getty Images Meta Platforms ( META ) is increasing its content settings for its teen accounts on Facebook, Instagram, and Messenger to screen inappropriate content and limit interaction with age-inappropriate groups. The new settings are to address parents’ concerns about what teens are being exposed to and recent measures by regulators to protect children from predators and unhealthy social media habits. “We recognize that some content—like posts about nutrition, weightlifting, or how to cope with anxiety—can be helpful, but it should be balanced with other types of content rather than shown repeatedly. That’s why we’re testing ways to limit teens from seeing too many posts of this kind in one go, including in Explore, Feed, and Reels,” the company said . To make sure the content settings were working properly, Meta ( META ) tasked its online safety panel to evaluate the teen settings and perform adversarial stress-testing. The results found that with the new content settings, Instagram Teen accounts in the default 13+ setting saw 68% less mature content than on other teen-centered social media sites, while Instagram accounts in the stricter Limited Content setting saw 96% less mature content. These efforts to better screen inappropriate content come after a Los Angeles jury found in favor of a defendant who claimed she became addicted to social media as a result of the design of these platforms. Meta ( META ) subsequently warned investors that efforts by regulators in both the U.S. and Europe to control social media could “significantly impact our business and financial results .” More on Meta Meta: The 'Zuckerberg Discount' May Soon Turn Into A Premium Meta: From Social Media To Superintelligence Meta's AI Push Seeks To Outpace Reddit And Other Competitors META snaps six sessions of gains These 10 large-cap U.S. stocks carry the market's most expensive valuations
Tom Werner/DigitalVision via Getty Images Summary Following my coverage on Urban Outfitters, Inc. ( URBN ) in Nov’25, which I recommended a buy rating as I thought the valuation was attractive given the solid momentum URBN was seeing, this post is to provide an update on my thoughts on the business and stock. I remain bullish. The key takeaway from Q1 2027 is that the thesis has broadened. UO’s re...
Tom Werner/DigitalVision via Getty Images Summary Following my coverage on Urban Outfitters, Inc. ( URBN ) in Nov’25, which I recommended a buy rating as I thought the valuation was attractive given the solid momentum URBN was seeing, this post is to provide an update on my thoughts on the business and stock. I remain bullish. The key takeaway from Q1 2027 is that the thesis has broadened. UO’s recovery now has more evidence, FP Group continues to show strong demand quality, and Nuuly is starting to matter for earnings. With valuation still not demanding, I think the setup remains attractive. Q1 2027 Earnings Review This was a strong quarter for URBN, and the numbers say it all. Total net sales grew 11.4% y/y to $1.481 billion, and growth came from all three reported segments: Retail segment sales grew 8%, Subscription segment sales grew 34.5%, and Wholesale segment sales grew 24.8%. Retail segment comparable sales growth [CSG] came in at 5.6%, supported by high-single-digit growth in digital channel sales and mid-single-digit growth in store sales. Looking at each banner, Anthropologie [AP] sales grew 3.4% y/y to $589.1 million; Free People [FP] sales grew 16.6% y/y to $411.7 million; and Urban Outfitters [UO] sales grew 11.4% y/y to $304.7 million. As for Nuuly, sales grew 34.5% y/y to $167.3 million, driven by a 33.3% increase in average active subscribers. Down the P&L, URBN did pretty well for margins too. Gross profit dollars grew 10.9% y/y despite reported gross margin contracting by 16 bps to 36.6%. That said, the decline was due to a $4.8 million, or 36 bps, non-recurring gain last year that did not repeat. Excluding that, underlying gross margin improved by 20 bps, mainly due to lower Retail markdowns at FP Group and Urban Outfitters. This led to EBIT growth of 8.9% y/y (coming in at $139.7 million), with operating margin at 9.4%. At the bottom line, net income saw $115.7 million, or $1.30 per diluted share. UO Recovery Is Gradually Gaining Momentum In my ...
I-ON Digital Corp．周二宣布，已签署具有约束力的收购协议，收购位于美国西南部的20个BLM（土地管理局）金矿开采权的权益。该交易已获董事会批准，将以现金、卖方融资、持有的IONau黄金资产及I-ON普通股的组合方式完成支付。公司预计将于2026年第三季度完成交易并启动资产数字化。 此次收购是公司构建可扩展数字资产基础设施战略的重要一步，旨在以经证明的含金矿资产权益为基础，扩大可纳入...
I-ON Digital Corp．周二宣布，已签署具有约束力的收购协议，收购位于美国西南部的20个BLM（土地管理局）金矿开采权的权益。该交易已获董事会批准，将以现金、卖方融资、持有的IONau黄金资产及I-ON普通股的组合方式完成支付。公司预计将于2026年第三季度完成交易并启动资产数字化。 此次收购是公司构建可扩展数字资产基础设施战略的重要一步，旨在以经证明的含金矿资产权益为基础，扩大可纳入数字化体系的矿产资产储备。除20个矿权的初始收购外，协议还赋予I-ON对卖方持有的额外矿产权益的合资运营选择权，为未来储备增长建立了结构化路径。 公司已为此次收购锁定必要资金来源。值得注意的是，卖方在托管开启前已基本完成I-ON专有的资产入驻、验证和储备资格认定流程，大幅加快了尽职调查进程。公司认为，这一进展降低了执行风险，有助于加快交易完成。 I-ON Digital首席执行官Carlos Montoya表示：“该交易体现了我们长期战略的持续执行，即建立可扩展的机构级矿产资产管道，用于数字化、部署和未来的金融创新。通过将可扩展的储备收购策略与严格的入驻及验证框架相结合，我相信I-ON正在建立一个差异化的实体资产数字化平台。” 此次收购正值I-ON财务状况显著改善之际。根据公司5月发布的第一季度财报，当季实现净利润约420万美元，主要得益于数字资产生态系统约410万美元的收益。公司在报告期内将应计利息降至零，偿还了55万美元贷款，并通过发行股票和IONau数字资产结清了133万美元过桥贷款及相关利息。 Montoya补充称，随着实体资产代币化的机构兴趣加速增长，通过建立可扩展的机构级矿产资产管道，公司正稳步推进其长期增长战略。I-ON Digital Corp．是一家总部位于美国的数字资产基础设施公司，专注于实体资产代币化、受监管的黄金支持数字工具及数字资产银行服务。其平台使机构能够在合规的财务框架内对实物及原地资产进行数字化、代币化、管理和分销。 责任编辑：张俊 SF065
hapabapa/iStock Editorial via Getty Images Shares of Workday ( WDAY ) fell about 8% on Tuesday despite announcing key products at its developer and technical conference Workday DevCon. The company unveiled new agentic capabilities in Workday Build, its platform for developers to build custom AI apps and agents that run on Workday. The new capabilities include Developer Agent, which lets developers...
hapabapa/iStock Editorial via Getty Images Shares of Workday ( WDAY ) fell about 8% on Tuesday despite announcing key products at its developer and technical conference Workday DevCon. The company unveiled new agentic capabilities in Workday Build, its platform for developers to build custom AI apps and agents that run on Workday. The new capabilities include Developer Agent, which lets developers build AI apps and agents in plain language from the agentic tools they already use; Agent-Ready Tools, which provide controlled guardrails for agents to access HR and finance data over Model Context Protocol, or MCP; and Agent Passport, which gives agents digital stamps from trusted security and compliance vendors to verify they are safe to deploy. The company noted that Agent Passport gives companies a verified record that every agent has been tested against the most serious risks before it goes into production, including prompt injection, jailbreak and goal hijacking, system prompt extraction, leaks of employee data, and unsafe outputs. Cisco ( CSCO ) is the launch partner for Agent Passport, bringing Cisco AI Defense to independently test AI agents running in Workday against leading security standards before deployment, the company added. Agent Passport will be available to early access customers in the second half of 2026, and general availability is projected before the end of this year. Workday also announced that Workday Data Cloud will integrate with Amazon's ( AMZN ) Amazon Web Services, or AWS. The company said that with the new integration, developers have bi-directional zero-copy access to Workday's governed HR and finance data from the AWS tools and AI services they already use, without needing to build custom pipelines, duplicate data, or rebuild business logic from scratch. With the integration, Workday Data Lake, Workday Data Connect, and Workday Live Data Query will be available for AWS customers in early access soon, according to the company. More on Work...
Toronto, Ontario--(Newsfile Corp. - June 2, 2026) - Steve Hawkins, Chief Executive Officer, LongPoint Asset Management Inc. ("LongPoint"), joined Graham MacKenzie, Managing Director, Exchange Traded Products, Toronto Stock Exchange ("TSX"), to open the market and celebrate the launch of their three new ETFs:SavvyLong (2X) HOOD ETF (TSX: RBNU)SavvyLong (2X) META ETF (TSX: METU)SavvyLong (2X) PLTR E...
Toronto, Ontario--(Newsfile Corp. - June 2, 2026) - Steve Hawkins, Chief Executive Officer, LongPoint Asset Management Inc. ("LongPoint"), joined Graham MacKenzie, Managing Director, Exchange Traded Products, Toronto Stock Exchange ("TSX"), to open the market and celebrate the launch of their three new ETFs:SavvyLong (2X) HOOD ETF (TSX: RBNU)SavvyLong (2X) META ETF (TSX: METU)SavvyLong (2X) PLTR ETF (TSX: PLTU)Cannot view this video? Visit:https://www.youtube.com/watch?v=M-m9bHTzeewRBNU, METU...
Fair Isaac ( FICO ) shares slipped after President Donald Trump said in a Truth Social post on Tuesday that he has picked the Federal Housing Finance Agency's Bill Pulte as acting director of national intelligence. FICO shares were 3.75% down to $1,236.60 after the market opened. Pulte is set to succeed Tulsi Gabbard, who had announced her resignation as the U.S. Director of National Intelligence ...
Fair Isaac ( FICO ) shares slipped after President Donald Trump said in a Truth Social post on Tuesday that he has picked the Federal Housing Finance Agency's Bill Pulte as acting director of national intelligence. FICO shares were 3.75% down to $1,236.60 after the market opened. Pulte is set to succeed Tulsi Gabbard, who had announced her resignation as the U.S. Director of National Intelligence on May 22, effective June 30. "William has deep experience managing the most sensitive matters in America, the safety and soundness of the Markets, and over 10 trillion dollars at Fannie Mae/Freddie Mac, a substantial increase from where it was just 12 months ago," said Trump in the social media post. However, a CNBC report noted that Pulte has no prior experience in an intelligence role. Pulte, who chairs Fannie Mae ( FNMA )/Freddie Mac ( FMCC ), has repeatedly criticized the scoring solutions and services provider as a monopoly. In April, Freddie Mac ( FMCC ) said it will begin accepting mortgage loans assessed using the credit-scoring model VantageScore 4.0. VantageScore is an independent joint venture company owned by Equifax ( EFX ), Experian ( EXPGF ) ( EXPGY ), and TransUnion ( TRU ). FICO shares were ~7% lower post the announcement. "During this period, he will remain director of the Federal Housing Finance Agency, and chairman of Fannie Mae/Freddie Mac," said Trump. More on FICO Fair Isaac: Pricing The Standard Fair Isaac: Accelerating Earnings Growth Proves Shares Are Undervalued Fair Isaac Corporation (FICO) Presents at Barclays 18th Annual Americas Select Conference Transcript FICO signals FY2026 revenue of $2.45B as it shifts FICO Score 10T pricing to $0.99 plus $65 funding fee FICO Q2 2026 Earnings Preview
Hundreds of thousands of supporters travelled to north London to celebrate their team winning the Premier League. Here’s what they wore … ‘The only thing I haven’t got are the underpants. Everything else is Arsenal,” says Shane, a memorabilia and kit collector perched outside north London’s Clissold park with his daughter, Erin. Known online as Highbury Gunner JVC, the 47-year-old wore an Arsenal-...
Hundreds of thousands of supporters travelled to north London to celebrate their team winning the Premier League. Here’s what they wore … ‘The only thing I haven’t got are the underpants. Everything else is Arsenal,” says Shane, a memorabilia and kit collector perched outside north London’s Clissold park with his daughter, Erin. Known online as Highbury Gunner JVC, the 47-year-old wore an Arsenal-buckled belt, a club tie in a player pattern and a club shirt with a red and white vintage-style duffel bag. The showstopper, though, was his bespoke jacket made from curtains by the designer Joe Brim, finished with an Arsenal medallion and watch, and yellow customised Dr Martens. A collector since the 1970s, he says: “I could complete a catalogue from the 90s; my house is like a museum.” Favourite shirt … Liv Samuels in his Arsenal badge Hawaiian top Continue reading...
格隆汇6月2日｜应用软件板块大幅回调，财捷、Figma跌超10%，Snowflake、ServiceNow、Workday跌超8%，多邻国跌近7%，赛富时跌超6%，Datadog跌超5%，Adobe、SAP跌超4%。 消息面上，软件股在周一迎来一波强劲反弹，黄仁勋最新的论点——AI代理将成为软件工具使用量的巨大乘数效应——暂时缓解了投资者的焦虑。瑞穗分析师Daniel J. O’Regan指出，此...
格隆汇6月2日｜应用软件板块大幅回调，财捷、Figma跌超10%，Snowflake、ServiceNow、Workday跌超8%，多邻国跌近7%，赛富时跌超6%，Datadog跌超5%，Adobe、SAP跌超4%。 消息面上，软件股在周一迎来一波强劲反弹，黄仁勋最新的论点——AI代理将成为软件工具使用量的巨大乘数效应——暂时缓解了投资者的焦虑。瑞穗分析师Daniel J. O’Regan指出，此次急跌的元凶是程序化交易，而非AI叙事的根本转变。他评论道：“毫无逻辑可言，看起来象是量化基金正在抛售某个因子篮子或自定义指数。” 此外，Anthropic宣布以保密形式向美国证券交易委员会(SEC)提交了首次公开募股IPO申请，估值接近1万亿美元。软件板块目前正陷入一场多空激烈角力之中——一方是对人工智能未来的深切乐观，另一方则是对行业存亡的深层忧虑。(格隆汇)
Hong Kong authorities have vowed to develop a long-term road map for the city’s struggling self-financing postal operator and keep an “open-mind” on all options, including privatisation or turning it into a traditional department. Acting Secretary for Commerce and Economic Development Bernard Chan Pak-li revealed the move at the Legislative Council’s economic development panel meeting on Tuesday, ...
Hong Kong authorities have vowed to develop a long-term road map for the city’s struggling self-financing postal operator and keep an “open-mind” on all options, including privatisation or turning it into a traditional department. Acting Secretary for Commerce and Economic Development Bernard Chan Pak-li revealed the move at the Legislative Council’s economic development panel meeting on Tuesday, saying the proposed HK$4.6 billion (US$587 million) cash injection to Hongkong Post was intended to...
Investing.com -- Wolfe Research is pushing back against the market's enthusiastic reaction to Nvidia's personal computer chip announcement at Computex, calling the combined $360 billion gain in market capitalization between Nvidia and Arm Holdings a significant overreaction to what the firm sees as a limited commercial opportunity.
Investing.com -- Wolfe Research is pushing back against the market's enthusiastic reaction to Nvidia's personal computer chip announcement at Computex, calling the combined $360 billion gain in market capitalization between Nvidia and Arm Holdings a significant overreaction to what the firm sees as a limited commercial opportunity.
Beijing’s April 2025 export licensing on seven medium and heavy rare earth elements and the high-performance magnets that depend on them sent Western defense, automotive, and electronics supply chains scrambling, with Ford CEO Jim Farley publicly describing his company’s magnet supply as "day to day." Under U.S. Department of Defense procurement rules, U.S. defense contractors face restrictions on...
Beijing’s April 2025 export licensing on seven medium and heavy rare earth elements and the high-performance magnets that depend on them sent Western defense, automotive, and electronics supply chains scrambling, with Ford CEO Jim Farley publicly describing his company’s magnet supply as "day to day." Under U.S. Department of Defense procurement rules, U.S. defense contractors face restrictions on Chinese-origin rare earth magnets in qualifying weapons systems starting January 1, 2027, approximately seven months away. The Trump administration has mobilized in response: the Pentagon’s $400 million equity stake in MP Materials Corp. (NYSE: MP), a $1.6 billion Department of Commerce letter of intent to USA Rare Earth, Inc. (NASDAQ: USAR), Apple Inc.’s (NASDAQ: AAPL) $500 million recycled magnet commitment to MP Materials, and the White House’s $12 billion "Project Vault" Strategic Critical Minerals Reserve. Evolution Metals & Technologies Corp. (NASDAQ: EMAT), a mid- and down-stream critical and strategic metals producer with commercial-scale rare earth magnet production through Korean subsidiaries, on May 14, 2026 announced binding purchase orders with ULVAC Korea to scale annual rare earth magnet production capacity to 10,000 metric tons by November 2026, roughly two months ahead of the Pentagon’s January 2027 deadline.