Key Points Bitcoin’s scarcity will make it an attractive hedge against inflation. Ether and Solana will be valued by the growth of their developer ecosystems. 10 stocks we like better than Bitcoin › In 2025, the Fed's interest rate cuts, the Trump Administration's crypto-friendly moves, and new spot price exchange-traded funds (ETFs) propelled several top cryptocurrencies to their all-time highs. ...
Key Points Bitcoin’s scarcity will make it an attractive hedge against inflation. Ether and Solana will be valued by the growth of their developer ecosystems. 10 stocks we like better than Bitcoin › In 2025, the Fed's interest rate cuts, the Trump Administration's crypto-friendly moves, and new spot price exchange-traded funds (ETFs) propelled several top cryptocurrencies to their all-time highs. But after peaking in the fourth quarter, the crypto market cooled off again in the first quarter of 2026 as concerns about fewer rate cuts, geopolitical conflicts, and other macro headwinds drove investors back to more conservative investments. Therefore, it might seem risky to buy more cryptocurrencies in this volatile market. However, I believe investors who buy Bitcoin (CRYPTO: BTC), Ether (CRYPTO: ETH), and Solana (CRYPTO: SOL) during the recent market swoon could reap big profits in the next bull run. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Why are Bitcoin, Ether, and Solana the top tokens? Bitcoin, the world's most valuable cryptocurrency, is still mined with the energy-intensive proof-of-work (PoW) consensus mechanism. Its supply is capped at 21 million tokens, and nearly 20 million have already been mined. Its mining rewards are halved every four years, making it harder to mine profitably. That scarcity makes it more comparable to gold, silver, and other commodities, and makes it a hedge against inflation and the devaluation of fiat currencies. Ether, the world's second-most-valuable cryptocurrency, can't be mined. It's a proof-of-stake (PoS) token that can only be staked (locked up on the Ethereum blockchain) to earn interest-like rewards. It also supports smart contracts, which are used to develop decentralized apps and other crypto assets. With 31,869 active developers at the end of 202...
Investors will buy and sell high-quality stocks periodically, but calling a stock a "never sell" places it in a different category. That says that a shareholder will continue to hold regardless of the company's challenges or industry downturns. Admittedly, it may also be dangerous to label a stock as such, as seemingly rock-solid investment theses can sometimes get broken. Still, it is unlikely I'...
Investors will buy and sell high-quality stocks periodically, but calling a stock a "never sell" places it in a different category. That says that a shareholder will continue to hold regardless of the company's challenges or industry downturns. Admittedly, it may also be dangerous to label a stock as such, as seemingly rock-solid investment theses can sometimes get broken. Still, it is unlikely I'm letting go of my shares of Advanced Micro Devices (AMD 2.33%), and here's why. Why I'm keeping AMD in my portfolio Ultimately, I am staying with AMD because of CEO Lisa Su's long-term success with the company. Su took a nearly bankrupt chip company in the early 2010s and turned it around by focusing on CPUs and GPUs. This proved fortuitous as the rise of AI made these chips more essential. Moreover, her focus on that part of the chip industry allowed AMD to focus on quality, eventually surpassing Intel in CPUs. It also made competitive strides versus Nvidia in some parts of the GPU market and became a leader in gaming and later, embedded chips. To be fair, AMD appeared to lose out amid Nvidia's development of the AI accelerator. However, the company has closed much of the gap in this area, and its upcoming MI450 AI accelerator is on track to surpass Nvidia's future Vera Rubin accelerator in many respects. This growing technical prowess likely helped lead to its recent agreement with Meta Platforms to power the Facebook parent's next-generation AI infrastructure. This and other deals should help AMD drive steady gains. Also, amid that success, AMD told investors that it expects to grow revenue at a compound annual growth rate (CAGR) of 35% over the next three years. That included a 60% CAGR for its data center segment, which designs its AI accelerators. That would place that part of the business on par with Nvidia's 65% annual revenue growth in fiscal 2026. It is also worth noting that Nvidia derives over 90% of revenue from its data center segment. In comparison, AMD deri...
Key Points AMD's upcoming MI450 release could redefine the market for AI accelerators. An increasingly favorable valuation could attract more investors. 10 stocks we like better than Advanced Micro Devices › Investors will buy and sell high-quality stocks periodically, but calling a stock a "never sell" places it in a different category. That says that a shareholder will continue to hold regardles...
Key Points AMD's upcoming MI450 release could redefine the market for AI accelerators. An increasingly favorable valuation could attract more investors. 10 stocks we like better than Advanced Micro Devices › Investors will buy and sell high-quality stocks periodically, but calling a stock a "never sell" places it in a different category. That says that a shareholder will continue to hold regardless of the company's challenges or industry downturns. Admittedly, it may also be dangerous to label a stock as such, as seemingly rock-solid investment theses can sometimes get broken. Still, it is unlikely I'm letting go of my shares of Advanced Micro Devices (NASDAQ: AMD), and here's why. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Why I'm keeping AMD in my portfolio Ultimately, I am staying with AMD because of CEO Lisa Su's long-term success with the company. Su took a nearly bankrupt chip company in the early 2010s and turned it around by focusing on CPUs and GPUs. This proved fortuitous as the rise of AI made these chips more essential. Moreover, her focus on that part of the chip industry allowed AMD to focus on quality, eventually surpassing Intel in CPUs. It also made competitive strides versus Nvidia in some parts of the GPU market and became a leader in gaming and later, embedded chips. To be fair, AMD appeared to lose out amid Nvidia's development of the AI accelerator. However, the company has closed much of the gap in this area, and its upcoming MI450 AI accelerator is on track to surpass Nvidia's future Vera Rubin accelerator in many respects. This growing technical prowess likely helped lead to its recent agreement with Meta Platforms to power the Facebook parent's next-generation AI infrastructure. This and other deals should help AMD drive steady gains. Also, amid that success, AMD tol...
Micron Technology, Inc. stock (ISIN: US5951121038) is rallying on record analyst upgrades and triple-digit memory pricing gains as HBM capacity sells out through 2027. Wall Street expects earnings to surge over 460% in Q2 FY26. Micron Technology, Inc. stock (ISIN: US5951121038) is approaching a critical earnings inflection point on March 18, riding a wave of analyst upgrades, aggressive price targ...
Micron Technology, Inc. stock (ISIN: US5951121038) is rallying on record analyst upgrades and triple-digit memory pricing gains as HBM capacity sells out through 2027. Wall Street expects earnings to surge over 460% in Q2 FY26. Micron Technology, Inc. stock (ISIN: US5951121038) is approaching a critical earnings inflection point on March 18, riding a wave of analyst upgrades, aggressive price targets, and unprecedented demand for high-bandwidth memory chips powering artificial intelligence systems. The stock climbed 9.45% over the past trading week, with additional premarket strength on Friday as Wedbush Securities raised its price target to $500 from $320, citing memory pricing that has "moved well ahead of expectations." As of: 15.03.2026 By James Thornton, Senior Semiconductor Analyst & European Markets Correspondent. Micron's memory dominance in AI infrastructure represents one of 2026's most significant semiconductor dynamics, with implications for European tech investors and institutional allocators exposed to the artificial intelligence build-out cycle. The Memory Supercycle Arrives Faster Than Expected Micron's fourth fiscal quarter results, reported December 17, already signaled a dramatic shift in the memory semiconductor landscape. The company delivered $4.78 earnings per share, crushing analyst consensus of $3.77 by $1.01, while revenue surged to $13.64 billion, exceeding estimates of $12.62 billion. The 56.7% year-over-year revenue growth marked a fundamental acceleration in what was previously seen as a cyclical recovery. But the real story emerged in the pricing environment. According to analyst commentary, Micron's fiscal Q2 2026 guidance had contemplated roughly 30% average selling price growth across its DRAM and NAND portfolios. However, actual contract negotiations throughout January 2026 showed DRAM and NAND pricing gains exceeding 50% for the calendar first quarter, with more recent transactions demonstrating increases reaching triple digits in...
Rep. Mike Lawler of the New York Foreign Affairs Committee, discusses military strategy in Iran. He joins Christina Ruffini and David Gura on "Bloomberg This Weekend." (Source: Bloomberg)
Rep. Mike Lawler of the New York Foreign Affairs Committee, discusses military strategy in Iran. He joins Christina Ruffini and David Gura on "Bloomberg This Weekend." (Source: Bloomberg)
It seemed, for the briefest of moments, that it was finally Vítor Pereira and Nottingham Forest’s day. Dan Ndoye, the half-time substitute, had burst into the area after the hour-mark and sidefooted perfectly, prompting an explosion of relief at the City Ground. But the joy at taking the lead against Fulham was swiftly snuffed out as the goal was disallowed by the video assistant referee, denying ...
It seemed, for the briefest of moments, that it was finally Vítor Pereira and Nottingham Forest’s day. Dan Ndoye, the half-time substitute, had burst into the area after the hour-mark and sidefooted perfectly, prompting an explosion of relief at the City Ground. But the joy at taking the lead against Fulham was swiftly snuffed out as the goal was disallowed by the video assistant referee, denying a side that has struggled so much with the final touch all season. Pereira’s excruciating run continues, still waiting for his first Premier League victory this campaign. He has just four points from his 14 matches in charge of Wolves and Forest. For now, Forest will have to look on the bright side. A draw took them out of the bottom three, but only goal difference is keeping them above West Ham. They can’t just rely on Tottenham’s ongoing meltdown. Both sides entered in a downbeat mood. Forest went down 1-0 against Midtjylland in the Europa League on Thursday; Fulham spurned the opportunity of reaching an FA Cup quarter-final with their defeat by Southampton last Sunday. Marco Silva’s teams find themselves in a familiar place: milling around mid-table, falling just short of a serious cup adventure, still waiting for a return to Europe. Silva had Harry Wilson, his leading goalscorer, available again after two games out with an ankle injury. Pereira made a tweak to the team that held Manchester City to a 2-2 draw at the Etihad, welcoming back Callum Hudson-Odoi on the right wing to take on Antonee Robinson. The opening exchanges were largely sedate, Forest looking nervy, Fulham comfortable without venturing into the final third. Elliot Anderson was the one man providing urgency in red, even if his execution was missing: moments after sending a corner straight out of bounds, the England midfielder burst through the lines by latching on to an Igor Jesus knockdown. He cut across Calvin Bassey inside the area but dragged his shot comfortably wide of Bernd Leno’s goal. As ever wi...
To compete effectively in the packaged food industry, companies need to align their brands and products with consumer buying habits. Companies are always making changes to keep pace with industry shifts. Conagra Brands (CAG +1.45%) is doing that, as it looks to expand production in a key facility. Here's why that isn't a good reason to buy the stock. Conagra is making a $220 million upgrade It is ...
To compete effectively in the packaged food industry, companies need to align their brands and products with consumer buying habits. Companies are always making changes to keep pace with industry shifts. Conagra Brands (CAG +1.45%) is doing that, as it looks to expand production in a key facility. Here's why that isn't a good reason to buy the stock. Conagra is making a $220 million upgrade It is hardly bad news that Conagra is investing $220 million to add capacity to a chicken processing facility. It is making this investment due to the strong demand for a recently introduced fried chicken product. And there could be more positive news in the fried chicken space, as the company plans to introduce more innovation in the area based on the success of its initial product. The problem here is that every consumer staples company has to lean into innovation or they risk falling out of step with consumers. That's really all Conagra is doing here. And it is in support of just one product in a much larger portfolio. The big question investors should be asking is how the company as a whole is performing. The answer is not very good. Conagra is not an industry leader To be fair, the entire packaged food sector is facing headwinds right now. Consumers are tightening their budgets because of economic concerns, and there has been a shift toward healthier food options. That said, Conagra's portfolio is filled with second-tier brands, and that's long been the case. And it has been struggling financially. Expand NYSE : CAG Conagra Brands Today's Change ( 1.45 %) $ 0.23 Current Price $ 16.41 Key Data Points Market Cap $7.9B Day's Range $ 16.38 - $ 16.86 52wk Range $ 15.96 - $ 27.68 Volume 487K Avg Vol 13M Gross Margin 24.54 % Dividend Yield 8.53 % Notably, in the fiscal second quarter of 2026, the company's sales fell 6.8%, with organic sales off by 3%. Earnings in the quarter were deeply in the red because the company wrote down the value of some of its brands, effectively admittin...
Trump 'Not Ready' For Iran Deal; US Urges Citizens To Flee Iraq, Israel Reportedly 'Critically Low' On Interceptors Summary: Iranian retaliation accelerates, including use of cluster munitions, especially against Israel Gulf countries reported new attacks Sunday morning, a day after Iran called for the evacuation of three major ports in the United Arab Emirates. Iran says it targeted U.S. forces a...
Trump 'Not Ready' For Iran Deal; US Urges Citizens To Flee Iraq, Israel Reportedly 'Critically Low' On Interceptors Summary: Iranian retaliation accelerates, including use of cluster munitions, especially against Israel Gulf countries reported new attacks Sunday morning, a day after Iran called for the evacuation of three major ports in the United Arab Emirates. Iran says it targeted U.S. forces at Saudi base with missiles Israel reportedly running low on missile interceptors Iran arrests dozens accused of spying for Israel amid escalating conflict World's largest Aluminum smelter shutdown Araghchi said the strait was only shut to US ships and those of its allies Trump not ready to reach a deal with Iran yet Days after President Trump told reporters that Iran has "shot everything they have to shoot" and has " nothing left ," Iran continues to rain retaliatory fire down on the region . Amid fresh imagery of fires burning around Tel Aviv, Saturday also brought a report that the Israel Defense Forces are running critically low on missile interceptors. Meanwhile, in another indication that what was supposed to be a speedy, regime-change-triggering attack on Iran is mushrooming into a conflict consuming much of the region, the US government is urging every one of its citizens in Iraq to flee Iraq as quickly as possible. That advisory comes after a second damaging assault was carried out by Iran-allied militias against the American embassy in Baghdad. Fire, smoke rise at US Embassy Baghdad after drone strike pic.twitter.com/hU4XHl6wCr — Roya News English (@RoyaNewsEnglish) March 14, 2026 Citing unnamed US officials, Semafor reported that Israel informed its American partners that its ballistic missile interceptor supply was critically low. Both US and Israeli supplies had been severely diminished in last summer's 12-day war on Iran -- with the Pentagon burning through a quarter of its THAAD interceptors. It appears the two countries had launched this year's surprise attac...
On 71 minutes a classic Manchester United riposte, via Matheus Cunha, to Ross Barkley’s equaliser moments before. From around halfway, the peerless Bruno Fernandes glanced up and steered the ball through an inside left channel for Cunha. United’s No 10 galloped forward and as Emiliano Martínez loomed large the Brazilian’s curled finish was a peach that kissed the far right of the net, Cunha steppi...
On 71 minutes a classic Manchester United riposte, via Matheus Cunha, to Ross Barkley’s equaliser moments before. From around halfway, the peerless Bruno Fernandes glanced up and steered the ball through an inside left channel for Cunha. United’s No 10 galloped forward and as Emiliano Martínez loomed large the Brazilian’s curled finish was a peach that kissed the far right of the net, Cunha stepping forward before the Stretford End to soak up the ecstatic adoration. Fernandes’ assist was a second of the contest and 16th in total in the Premier League: a record for United, this term’s competition high, and a latest argument for him winning the player of the season awards. Next came Benjamin Sesko’s 81st-minute clincher. This time, a Cunha ball in from the left was deflected into the No 30’s orbit and, after swivelling, he bundled past Martínez – the striker having entered only six minutes before. Cunha’s goal had pulled United ahead after Barkley’s intervention. This came when the ball arrived at Aston Villa’s No 6 near goal, his rocket of a left foot beat Senne Lammens to the keeper’s right, and zipped past Amadou Onana, who was offside. The video assistant referee decided – correctly – that he was not in Lammens’ line of vision and so Villa believed they had a point at least in the Champions League qualification race. But now came Cunha and Sesko’s finishes which complimented Casemiro’s 53rd-minute headed opener. So, after this win United may fancy hunting down Manchester City, whose form is faltering in second. The entertaining second period followed a stuttering start to proceedings in which a misplaced Harry Maguire pass, a floated Barkley diagonal, a Casemiro foul on Lucas Digne and Morgan Rodgers wasting the subsequent free-kick, all featured. View image in fullscreen Casemiro heads Manchester United into the lead. Photograph: Gary Oakley/EPA With a double-twist in midfield that created space Bryan Mbeumo upped the quality and ignited a raid that moved left th...
As the current war in the Middle East enters its third week, many countries are on heightened alert for possible terror attacks motivated by the conflict. Jewish sites have been targeted with attacks in the US, the Netherlands and Belgium this week.
As the current war in the Middle East enters its third week, many countries are on heightened alert for possible terror attacks motivated by the conflict. Jewish sites have been targeted with attacks in the US, the Netherlands and Belgium this week.
Key Points Vistra and Constellation are locking in long-term deals with hyperscalers. Both companies provide ample electricity from nuclear energy. Data center growth is fueling their expansion. 10 stocks we like better than Vistra › If you're an investor looking for growth stocks in the energy sector, start by searching for companies that are benefiting from the increasing electricity demands of ...
Key Points Vistra and Constellation are locking in long-term deals with hyperscalers. Both companies provide ample electricity from nuclear energy. Data center growth is fueling their expansion. 10 stocks we like better than Vistra › If you're an investor looking for growth stocks in the energy sector, start by searching for companies that are benefiting from the increasing electricity demands of data centers and the increased use of nuclear power in the U.S. Vistra (NYSE: VST) and Constellation Energy (NASDAQ: CEG) fit those descriptions, and both of their shares are worth holding on to for the next decade. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Vistra sees long-term growth in serving hyperscalers Vistra is the largest unregulated power producer in the U.S., and partners with Amazon (NASDAQ: AMZN) and Meta Platforms (NASDAQ: META) to help them meet their power needs. The Texas-based company generates 44,000 megawatts (MW) of energy through nuclear, natural gas, coal, and battery energy storage facilities. Its shares are down by a little more than 1% so far in 2026, but are up more than 46% over the past year. In 2025, Vistra's revenue rose 2.9% to $17.7 billion, thanks to an AI-driven surge in electricity demand from data centers. Net income fell 52.5% to $233 million due to higher interest expenses and costs related to recent acquisitions. The company is expected to close its $4 billion deal to buy Cogentrix Energy later this year, adding roughly 5,500 MW of natural gas-fueled generation capacity. It closed a 2,600 MW acquisition from Lotus Infrastructure Partners in November for $1.9 billion. For 2026, management is guiding for adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $6.8 billion to $7.6 billion, which would be a 22% increase at the midpoint...
If you're an investor looking for growth stocks in the energy sector, start by searching for companies that are benefiting from the increasing electricity demands of data centers and the increased use of nuclear power in the U.S. Vistra (VST 0.34%) and Constellation Energy (CEG +0.18%) fit those descriptions, and both of their shares are worth holding on to for the next decade. Vistra sees long-te...
If you're an investor looking for growth stocks in the energy sector, start by searching for companies that are benefiting from the increasing electricity demands of data centers and the increased use of nuclear power in the U.S. Vistra (VST 0.34%) and Constellation Energy (CEG +0.18%) fit those descriptions, and both of their shares are worth holding on to for the next decade. Vistra sees long-term growth in serving hyperscalers Vistra is the largest unregulated power producer in the U.S., and partners with Amazon (AMZN 0.87%) and Meta Platforms (META 3.77%) to help them meet their power needs. The Texas-based company generates 44,000 megawatts (MW) of energy through nuclear, natural gas, coal, and battery energy storage facilities. Its shares are down by a little more than 1% so far in 2026, but are up more than 46% over the past year. Expand NYSE : VST Vistra Today's Change ( -0.34 %) $ -0.55 Current Price $ 159.03 Key Data Points Market Cap $54B Day's Range $ 157.73 - $ 165.19 52wk Range $ 90.51 - $ 219.82 Volume 135K Avg Vol 5.5M Gross Margin 17.72 % Dividend Yield 0.57 % In 2025, Vistra's revenue rose 2.9% to $17.7 billion, thanks to an AI-driven surge in electricity demand from data centers. Net income fell 52.5% to $233 million due to higher interest expenses and costs related to recent acquisitions. The company is expected to close its $4 billion deal to buy Cogentrix Energy later this year, adding roughly 5,500 MW of natural gas-fueled generation capacity. It closed a 2,600 MW acquisition from Lotus Infrastructure Partners in November for $1.9 billion. For 2026, management is guiding for adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $6.8 billion to $7.6 billion, which would be a 22% increase at the midpoint. Analysts currently project a one-year earnings per share (EPS) growth rate exceeding 230% as the company's newer nuclear agreements and natural gas expansions in the Permian Basin come online. The company has a 20...
The SPDR Gold ETF (GLD 1.29%) broke new ground in the world of exchange-traded funds. Rather than just giving investors an ownership interest in shares of companies, SPDR Gold represented a way for fund shareholders to get an indirect interest in an actual physical commodity. The ETF revolutionized the gold market, disrupting a business model that until then had relied on coin dealers and precious...
The SPDR Gold ETF (GLD 1.29%) broke new ground in the world of exchange-traded funds. Rather than just giving investors an ownership interest in shares of companies, SPDR Gold represented a way for fund shareholders to get an indirect interest in an actual physical commodity. The ETF revolutionized the gold market, disrupting a business model that until then had relied on coin dealers and precious metals experts that made it expensive and logistically challenging to buy and sell physical gold. With gold having recently soared above the $5,000 per ounce mark, shareholders in SPDR Gold have made out quite well lately. But as you'll see in this second article in a three-part series on the ETF for the Voyager Portfolio, SPDR Gold hasn't moved straight up, and it has gone for long periods of time without doing much in the way of performance for its investors. What a difference a year makes ETF investors are notorious for looking at a fund only after it has risen sharply, and that's been the case with the SPDR Gold ETF. Over the past year, the fund has jumped 73%, culminating a three-year period in which SPDR Gold has generated average annual returns of 39%. Even when you look back over the past five years, SPDR Gold has done extremely well, returning about 24% annually and outperforming even some of the strongest stock indexes over the same period. However, when you look back further, SPDR Gold's returns have been a lot spottier. Between 2018 and 2022, the fund had three years when it lost money. Before that, gold had numerous boom and bust periods, rising sharply for a time only to give up most or all of those gains thereafter. Nevertheless, when you look all the way back to the fund's inception in 2004, SPDR Gold has done well for itself. Average annual returns amount to 11.85%. That compares to gold's own return of 12.3% per year, but the math works out just about right because SPDR Gold charges an expense ratio of 0.40% annually to its shareholders. How shares of SPD...
Anna Moneymaker/Getty Images News U.S. Energy Secretary Chris Wright said Sunday there is no certainty that oil prices will decline soon as fighting continues around the Strait of Hormuz , a critical shipping route for global crude supplies. Speaking on " This Week" on ABC News , Wright cautioned that market conditions remain unpredictable during wartime. “There’s no guarantees in wars at all,” he...
Anna Moneymaker/Getty Images News U.S. Energy Secretary Chris Wright said Sunday there is no certainty that oil prices will decline soon as fighting continues around the Strait of Hormuz , a critical shipping route for global crude supplies. Speaking on " This Week" on ABC News , Wright cautioned that market conditions remain unpredictable during wartime. “There’s no guarantees in wars at all,” he said. “I can guarantee the situation would be dramatically worse without this military operation to defang the Iranian regime.” The conflict has disrupted shipping through the narrow waterway linking the Persian Gulf to the Gulf of Oman, which carries roughly 20% of the world’s oil. Iranian forces have targeted tankers with projectiles and begun placing naval mines, actions that have driven crude prices higher. Wright said the immediate U.S. objective is weakening Iran’s military capabilities in the region. “Right now, our focus is destroying their military capabilities, including those that are used specifically to threaten the straits,” he said. “But we need to finish those tasks first, and you will see the straits open again in the not-too-distant future.” In a separate interview on " Meet the Press" on NBC News , Wright acknowledged that shipping conditions remain dangerous. Asked whether the route was safe for tanker traffic, he replied: “No, it is not.” Despite the disruption, Wright said he expects the situation to stabilize in the coming weeks. “Yeah, I think that this conflict will certainly come to the end in the next few weeks,” he said. “We’ll see a rebound in supplies and a pushing down of prices after that.” The United States and Israel launched military operations against Iran on Feb. 28, triggering retaliatory missile and drone strikes across the region and widening the conflict. Wright acknowledged the fighting could temporarily raise energy costs. The administration, he said, understands the war would create short-term market disruptions. “We would cause ...
There is a signal cutting through the macro noise right now, and it comes from a proprietary data product most investors have never heard of. 3Fourteen Research tracks real-time GPU availability, and what it is showing is striking. “We track GPU availability at 314 Research as something that’s proprietary to us. We’ve had people in ... Nvidia GPU availability near zero, AI compute demand off the c...
There is a signal cutting through the macro noise right now, and it comes from a proprietary data product most investors have never heard of. 3Fourteen Research tracks real-time GPU availability, and what it is showing is striking. “We track GPU availability at 314 Research as something that’s proprietary to us. We’ve had people in ... Nvidia GPU availability near zero, AI compute demand off the charts
Key Points If you want a low-cost S&P 500 index fund, the State Street SPDR Portfolio S&P 500 ETF is a good choice. Investors seeking a more tech-heavy, growth-oriented ETF can opt for the Vanguard Russell 1000 Growth ETF. 10 stocks we like better than State Street SPDR Portfolio S&P 500 ETF › Especially during volatile times in the world economy, you might have questions about how to choose the b...
Key Points If you want a low-cost S&P 500 index fund, the State Street SPDR Portfolio S&P 500 ETF is a good choice. Investors seeking a more tech-heavy, growth-oriented ETF can opt for the Vanguard Russell 1000 Growth ETF. 10 stocks we like better than State Street SPDR Portfolio S&P 500 ETF › Especially during volatile times in the world economy, you might have questions about how to choose the best stock ETFs. Two popular ETFs offer different approaches to help build a diversified portfolio. The Vanguard Russell 1000 Growth ETF (NASDAQ: VONG) invests in growth stocks of large U.S. companies. This fund seeks to track the performance of the Russell 1000 Growth index and tends to have a high portion of its holdings in tech stocks. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » If you want a simple approach to just buy the entire S&P 500 index, the State Street SPDR Portfolio S&P 500 ETF (NYSEMKT: SPYM) is a solid choice. This fund lets you own the entire S&P 500, representing about 80% of the U.S. stock market. Let's take a closer look at these U.S. stock ETFs and see which one could be a better buy. VONG: 391 stocks with an emphasis on tech and growth The Vanguard Russell 1000 Growth ETF has gained about 24% in the past year, outperforming the S&P 500 index (which gained 20.8%) and underperforming the tech-heavy Nasdaq-100 index (which gained 28.4%). This fund has also delivered strong average annual returns of 26% in the past three years, 14.3% in the past five years, and 18.1% in the past 10 years. VONG owns a total of 391 stocks, with a heavy allocation to the tech sector: 59.7% of the fund's holdings are in technology stocks. The ETF's top five stock holdings are Nvidia (12.7% of the fund), Apple (10.8%), Microsoft (9.2%), Amazon (4.8%), and Broadcom (4.6%). VONG charges an expense ratio of 0...
Welcome back to TechCrunch Mobility — your central hub for news and insights on the future of transportation. To get this in your inbox, sign up here for free — just click TechCrunch Mobility! This newsletter was wrapped and ready to go and then Travis Kalanick brought me back to 2016 by making an eyebrow-raising announcement. Uber’s co-founder and former CEO who resigned in 2017 after a string of...
Welcome back to TechCrunch Mobility — your central hub for news and insights on the future of transportation. To get this in your inbox, sign up here for free — just click TechCrunch Mobility! This newsletter was wrapped and ready to go and then Travis Kalanick brought me back to 2016 by making an eyebrow-raising announcement. Uber’s co-founder and former CEO who resigned in 2017 after a string of controversies is back and building a robotics company called Atoms. And, wait for it, he is on the precipice of acquiring Pronto, the autonomous vehicle startup focused on industrial and mining sites that was created by his former Uber colleague, Anthony Levandowski. Kalanick revealed he is already the “largest investor” in Pronto. That is a lot to digest and the final sign that, yes, we really are back in 2016. For those who may not remember, 2016 was a hyped year for AVs. Uber acquired Levandowski’s startup Otto — a deal that went sideways almost immediately and resulted in Waymo suing the ride-hailing company for trade secret theft. Now, back to our original programming. Just last week I waxed on about Rivian and the EV maker’s bid to make the upcoming R2 SUV one of the fastest vehicle launches in history. ICYMI, here it is. This week, I’m in Austin for SXSW — the annual tech meets music meets film, TV, and comedy festival. Rivian, the headline sponsor of SXSW, used the event to share pricing and other specs of its R2. There is still a lot to unpack and I’m still interviewing folks as I write this (including CEO RJ Scaringe later today), but here is what we know. Techcrunch event Disrupt 2026: The tech ecosystem, all in one room Your next round. Your next hire. Your next breakout opportunity. Find it at TechCrunch Disrupt 2026, where 10,000+ founders, investors, and tech leaders gather for three days of 250+ tactical sessions, powerful introductions, and market-defining innovation. Register now to save up to $400. Save up to $300 or 30% to TechCrunch Founder Summit 1,00...
Key Points Intrepid Family Office sold 20,000 shares of NICE in the fourth quarter. The quarter-end stake value decreased by $2.90 million as a result. The move marked a full exit from NICE. 10 stocks we like better than Nice › On February 17, 2026, Intrepid Family Office disclosed a complete exit from NICE (NASDAQ:NICE), selling approximately 20,000 shares worth $2.90 million. What happened Accor...
Key Points Intrepid Family Office sold 20,000 shares of NICE in the fourth quarter. The quarter-end stake value decreased by $2.90 million as a result. The move marked a full exit from NICE. 10 stocks we like better than Nice › On February 17, 2026, Intrepid Family Office disclosed a complete exit from NICE (NASDAQ:NICE), selling approximately 20,000 shares worth $2.90 million. What happened According to an SEC filing dated February 17, 2026, Intrepid Family Office sold its entire position in NICE (NASDAQ:NICE), amounting to a reduction of 20,000 shares. The quarter-end value of the position fell by $2.90 million as a result of the exit. What else to know Top holdings after the filing: NYSEMKT:GLD: $15.85 million (15.3% of AUM) NYSEMKT:VTI: $13.41 million (12.9% of AUM) NYSEMKT:PPLT: $7.46 million (7.2% of AUM) NYSE:ADX: $6.23 million (6.0% of AUM) NYSEMKT:GDXJ: $5.69 million (5.5% of AUM) As of Friday, NICE shares were priced at $117.39, down about 16.5% over the past year and well underperforming the S&P 500, which is instead up about 20% in the same period. Company overview Metric Value Revenue (TTM) $2.95 billion Net income (TTM) $612.1 million Price (as of Friday) $117.39 1-year price change (16.5%) Company snapshot NICE offers cloud-native AI-driven platforms for digital business solutions, including CXone for contact centers, Enlighten AI for automation, and a suite of compliance and financial crime prevention tools. The firm generates revenue through software subscriptions, cloud services, and enterprise solutions targeting customer experience, compliance, and analytics needs. It serves global enterprises, public sector agencies, and financial institutions seeking advanced customer engagement, automation, and regulatory compliance solutions. NICE is a global provider of cloud-based and AI-powered software platforms, with a focus on customer experience, digital transformation, and compliance solutions. The company leverages scalable technology to address the ...
The International Energy Agency said oil from a record stockpile release will be made available in Asia immediately as buyers in the region clamour to replace barrels lost to war-related disruptions in the Middle East. The agency released a statement after it said it received implementation plans from member states. Barrels for Europe and the Americas will only be made available from the end of Ma...
The International Energy Agency said oil from a record stockpile release will be made available in Asia immediately as buyers in the region clamour to replace barrels lost to war-related disruptions in the Middle East. The agency released a statement after it said it received implementation plans from member states. Barrels for Europe and the Americas will only be made available from the end of March. The IEA last week said that the oil market is seeing the biggest supply disruption in history as a result of the war in the Middle East, which has effectively blocked the vital Strait of Hormuz waterway. Advertisement Oil futures closed above US$100 a barrel on Friday and traders are bracing for a tumultuous upcoming week after the US attacked military sites near Iran’s main oil exporting facility over the weekend. Strait of Hormuz must stay blocked, Iran’s Mojtaba Khamenei says in defiant statement Strait of Hormuz must stay blocked, Iran’s Mojtaba Khamenei says in defiant statement Buyers in Asia are most reliant on flows from the Middle East, so the speed of reserve releases is particularly key for the region.
DNY59 Seeking Alpha analysts MTS Insights , Jeremy LaKosh , and Michael Gay offer their thoughts. MTS Insights : Inflationary risks are rising due to the spike in oil prices caused by the conflict in the Middle East, but the likelihood that we get “stagflation” is low. The U.S. economy is still growing at 2% to 3%, and there is little reason to believe that this will slow or that unemployment will...
DNY59 Seeking Alpha analysts MTS Insights , Jeremy LaKosh , and Michael Gay offer their thoughts. MTS Insights : Inflationary risks are rising due to the spike in oil prices caused by the conflict in the Middle East, but the likelihood that we get “stagflation” is low. The U.S. economy is still growing at 2% to 3%, and there is little reason to believe that this will slow or that unemployment will rise significantly in the near future. However, if the Middle East conflict turns into a longer war (3+ months) and higher energy prices become more than a temporary concern, that could lead to growth taking a hit and stagflation being a potential outcome. Jeremy LaKosh : I don't believe stagflation is likely under our current economic setup. Unlike in the 1970s, the American consumer is more heavily indebted, and expanding that credit is required to continue supporting price growth. If unemployment rises and the labor market weakens substantially, I believe that the consumption factors that drive pricing will exert a deflationary influence because consumers will be unable to obtain credit at the rate required to fuel price growth. Michael Gay : Just when it looked like the labor situation had stabilized and inflation was finally heading towards the Fed’s target of 2%, war broke out with Iran, reigniting the stagflation fear. The immediate impact was a 60% jump in oil to over $110 per barrel. This is the highest level for oil since 2022, when the CPI hit 9.0%. Non-farm payrolls for February dropped by 92,000, wiping out “the labor has stabilized” argument, and this measure was taken before the fighting began. The longer the conflict in the Middle East persists, the greater the chance of stagflation. This puts the Fed in a box because they can’t lower rates to help employment with oil prices surging. Inflation has been above 2% for five years, and this energy shock will only make the situation worse. While we can see gas prices jumping, the secondary effect of higher energy...
The Austrian tenor is making his Royal Opera debut as Siegfried in the third instalment of of the Ring Cycle. He explains why operetta prepared him for the opera’s epic demands, and why Wagner’s loutish adolescent is more hero than zero Andreas Schager bursts through the door, crosses the room in a single stride and engulfs my hand in a firm clasp. “Sorry I’m sweaty,” he grins. “I’ve been forging ...
The Austrian tenor is making his Royal Opera debut as Siegfried in the third instalment of of the Ring Cycle. He explains why operetta prepared him for the opera’s epic demands, and why Wagner’s loutish adolescent is more hero than zero Andreas Schager bursts through the door, crosses the room in a single stride and engulfs my hand in a firm clasp. “Sorry I’m sweaty,” he grins. “I’ve been forging Nothung!” It’s a midweek lunchtime in a cluttered back office at London’s Royal Opera House, but hammering out a magical sword is all in a morning’s work for the world’s most in-demand Wagnerian leading man. Currently in rehearsals for Siegfried – the third panel of Covent Garden’s new staging of the Ring Cycle – Schager plans to spend the afternoon slaying a dragon and rescuing his beloved from an enchanted fire (after a spot of lunch, that is). But for now the tenor has a moment to catch his breath. At 54, Schager is an anomaly in the opera world. Most careers – particularly ones singing Wagner, whose scores are longer and whose roles are bigger and more demanding than any other – are built over decades. As veteran agent Boris Orlob puts it: “You see Wagner singers coming from miles away, it’s a gradual process. You take the stairs, not the elevator.” Continue reading...