Global oil demand growth is slowing. The International Energy Agency has projected that global oil demand growth will decelerate as electric vehicle adoption rises, fuel efficiency improves, China's economy slows, and elevated oil prices tied to the Iran conflict trigger demand destruction across parts of the global economy. Yet despite those concerns, oil prices have remained above $90 per barrel...
Global oil demand growth is slowing. The International Energy Agency has projected that global oil demand growth will decelerate as electric vehicle adoption rises, fuel efficiency improves, China's economy slows, and elevated oil prices tied to the Iran conflict trigger demand destruction across parts of the global economy. Yet despite those concerns, oil prices have remained above $90 per barrel amid geopolitical instability, underinvestment in supply, and persistent refinery constraints. That creates an unusual opportunity for oil stock investors. Two stocks to play the paradox Oil companies are generating enormous cash flow, but some investors remain skeptical about the sector's long-term future. The result is that several large energy companies still trade at surprisingly modest valuations despite strong shareholder returns. That is particularly true for integrated oil majors such as Chevron (CVX +0.22%) and TotalEnergies (TTE 0.81%). Chevron continues to generate massive free cash flow at elevated oil prices while maintaining one of the industry's strongest balance sheets. The company also expanded its long-term production profile through its Hess acquisition, giving Chevron additional exposure to Guyana, which is one of the world's fastest-growing low-cost oil developments. To be sure, Chevron is not solely dependent on rising oil prices. The company has spent years lowering production costs, expanding LNG exposure, and improving capital efficiency, which, combined, can help Chevron remain profitable during periods of weaker oil prices. Expand NYSE : CVX Chevron Today's Change ( 0.22 %) $ 0.42 Current Price $ 191.43 Key Data Points Market Cap $381B Day's Range $ 189.80 - $ 192.00 52wk Range $ 135.21 - $ 214.71 Volume 7.2M Avg Vol 12.1M Gross Margin 15.15 % Dividend Yield 3.65 % TotalEnergies may be even more diversified. Unlike a lot of traditional oil majors, TotalEnergies has aggressively expanded into liquefied natural gas, solar, wind, and electricity inf...
Key Points Astera Labs serves an important segment of the artificial intelligence hardware market, as well as one of the industry’s biggest players. On Monday, this customer inked a deal that could dramatically grow its revenue for at least a couple more years, adding to already-enormous growth. Interested investors should just bear in mind that extreme volatility remains likely with this ticker, ...
Key Points Astera Labs serves an important segment of the artificial intelligence hardware market, as well as one of the industry’s biggest players. On Monday, this customer inked a deal that could dramatically grow its revenue for at least a couple more years, adding to already-enormous growth. Interested investors should just bear in mind that extreme volatility remains likely with this ticker, regardless of potential bottom-line growth. 10 stocks we like better than Astera Labs › Shares of data center networking solutions provider Astera Labs (NASDAQ: ALAB) are up big-time today. Indeed, as of 1:33 p.m. ET Tuesday the stock's up an impressive 7.8%. Just don't look for news directly from or about the company for an explanation. You won't find it. Rather, look to yesterday evening's reporting regarding the expanded partnership between e-commerce and cloud computing powerhouse Amazon (NASDAQ: AMZN) and artificial intelligence platform provider Anthropic. It indirectly benefits Astera Labs, but in a big way. 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 » Astera Labs is a key technology supplier to Amazon They were already partners. Now this relationship's been further deepened. On Monday, artificial intelligence outfit Anthropic committed to spending over $100 billion over the course of the coming ten years to access up to 5 gigawatts' worth of Amazon's self-developed Trainium processor chips, which will be used to develop Anthropic's next-generation artificial intelligence models. As part of the agreement, Amazon is investing $5 billion in Anthropic, with the option of investing an additional $20 billion in the privately owned AI platform in the future. It's just another deal in a long string of them that the artificial intelligence industry has seen since 2023, shortly after the launch of ChatGP...
Clare Flynn Levy, author of Stock Market Maestros, recently appeared on the Afford Anything podcast and delivered what may be the most deflating advice a long-term investor can hear: stop trying to be clever. “If you’re being long-term, and you are actually being it, that’s all you need to do,” she told host Paula Pant. ... The ‘Stock Market Maestros’ Author Has a Brutally Simple Rule for Long-Ter...
Clare Flynn Levy, author of Stock Market Maestros, recently appeared on the Afford Anything podcast and delivered what may be the most deflating advice a long-term investor can hear: stop trying to be clever. “If you’re being long-term, and you are actually being it, that’s all you need to do,” she told host Paula Pant. ... The ‘Stock Market Maestros’ Author Has a Brutally Simple Rule for Long-Term Investors
法網｜黃澤林不敵阿歷山大博卡 男單首圈止步 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】法國網球公開賽，香港的黃澤林男單首圈止步。 因有選手退賽獲遞補、首度躋身主賽圈的黃澤林，面對同樣21歲、排名36的阿歷山大...
法網｜黃澤林不敵阿歷山大博卡 男單首圈止步 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】法國網球公開賽，香港的黃澤林男單首圈止步。 因有選手退賽獲遞補、首度躋身主賽圈的黃澤林，面對同樣21歲、排名36的阿歷山大博卡，全場救了8次破發分，但未能打破對手發球局。這位香港球手連輸3比6、4比6、2比6，無緣次圈。
Bolivia President Rodrigo Paz tells Wall Street Week why pragmatism — not ideology — will define his government, and why closing the chapter on 20 years of one-party rule won’t be easy. (Source: Bloomberg)
Bolivia President Rodrigo Paz tells Wall Street Week why pragmatism — not ideology — will define his government, and why closing the chapter on 20 years of one-party rule won’t be easy. (Source: Bloomberg)
Richard Drury/DigitalVision via Getty Images Key Takeaways Markets: With two radical developments unfolding in the last three months — the war in Iran and AI's accelerating displacement of software engineers and the software industry — the first quarter was truly a quarter where it felt like decades happened. Despite the significant turmoil, the ClearBridge Dividend Strategy outperformed, remainin...
Richard Drury/DigitalVision via Getty Images Key Takeaways Markets: With two radical developments unfolding in the last three months — the war in Iran and AI's accelerating displacement of software engineers and the software industry — the first quarter was truly a quarter where it felt like decades happened. Despite the significant turmoil, the ClearBridge Dividend Strategy outperformed, remaining largely flat gross of fees while the S&P 500 Index declined 4.3%. Contributors: Outperformance was driven primarily by stock selection in the health care and communication services sectors, overweights to energy, materials, consumer staples and real estate, and underweights to IT and consumer discretionary. Detractors: Stock selection in consumer staples, energy and real estate detracted. Outlook: Our diverse portfolio emphasizes high-quality companies with low risk of disintermediation supported by strong financial characteristics and reasonable valuations. We anticipate continued dividend growth, driving increased cash returns and providing a meaningful offset to inflation. Volatile times also contain a silver lining, offering us the opportunity to take advantage of dislocations to high-grade the portfolio. We believe we are well-positioned for the current environment. Performance Review Tactically, we benefited from our significant underweight to information technology (IT, which declined 9.2% in the quarter) and our significant overweight to energy (which surged 38.2%). Strategically, we benefited from our commitment to broad diversification amid a market that has become massively concentrated. As users of Claude Code multiplied in the first quarter, the S&P 500 software sector declined 24% — a staggering amount for what appeared to be a fundamentally sound industry. We currently own just one software stock — Microsoft ( MSFT ) — and one stock — ADP — with a small, and we believe well-defended, software exposure. While AI unleashed volatility in the digital world, the...
Palantir Technologies (PLTR) is a premier U.S. data analytics and software company that assists governments with defense-focused solutions and has successfully expanded its core mission into the global corporate sector. Today, Palantir operates three primary platforms: Gotham, Foundry, and its cutting-edge Artificial Intelligence Platform (AIP). These platforms serve as the firm's central operatin...
Palantir Technologies (PLTR) is a premier U.S. data analytics and software company that assists governments with defense-focused solutions and has successfully expanded its core mission into the global corporate sector. Today, Palantir operates three primary platforms: Gotham, Foundry, and its cutting-edge Artificial Intelligence Platform (AIP). These platforms serve as the firm's central operating infrastructure for massive institutional data integration. Amid a highly volatile, multi-month stretch for global equity markets, mega-cap tech stocks have seen aggressive profit-taking, with Palantir emerging as one of the primary laggards. Let's take a closer look. Palantir's Year-to-Date Reality Check In a newly compiled list tracking the 10 worst year-to-date (YTD) underperformers among companies with a market capitalization of $200 billion or more, Palantir sits near the top. Carrying a steep decline of 25% YTD when the list was compiled, Palantir was outpaced in losses only by IBM (IBM), which was down more than 26%. However, as of this writing, PLTR stock is down by 23% YTD while IBM's loss has softened to roughly 14% so far in 2026. This massive valuation pullback across the mega-cap space has triggered a broader cautious shift in market sentiment. Reflecting this cooling momentum, Palantir carries a neutral Seeking Alpha Quant Rating of “Hold,” a score it shares with fellow underperformers on the list, including Microsoft (MSFT), Visa (V), and Mastercard (MA). Palantir Posts Strong Results Palantir delivered a spectacular financial performance for the first quarter of 2026, marking its strongest three-month stretch as a publicly traded enterprise. Total quarterly revenue skyrocketed 85% year-over-year (YOY) to $1.63 billion, soundly beating Wall Street consensus estimates. The hyper-growth engine was overwhelmingly supercharged by U.S. revenue, which jumped 104% YOY to $1.28 billion, accounting for about 79% of total sales. Crucially, U.S. commercial revenue surg...
Palantir Technologies (PLTR) is a premier U.S. data analytics and software company that assists governments with defense-focused solutions and has successfully expanded its core mission into the global corporate sector. Today, Palantir operates three primary platforms: Gotham, Foundry, and its cutting-edge Artificial Intelligence Platform (AIP). These platforms serve as the firm's central operatin...
Palantir Technologies (PLTR) is a premier U.S. data analytics and software company that assists governments with defense-focused solutions and has successfully expanded its core mission into the global corporate sector. Today, Palantir operates three primary platforms: Gotham, Foundry, and its cutting-edge Artificial Intelligence Platform (AIP). These platforms serve as the firm's central operating infrastructure for massive institutional data integration. Amid a highly volatile, multi-month stretch for global equity markets, mega-cap tech stocks have seen aggressive profit-taking, with Palantir emerging as one of the primary laggards. Let's take a closer look. Palantir's Year-to-Date Reality Check In a newly compiled list tracking the 10 worst year-to-date (YTD) underperformers among companies with a market capitalization of $200 billion or more, Palantir sits near the top. Carrying a steep decline of 25% YTD when the list was compiled, Palantir was outpaced in losses only by IBM (IBM), which was down more than 26%. However, as of this writing, PLTR stock is down by 23% YTD while IBM's loss has softened to roughly 14% so far in 2026. This massive valuation pullback across the mega-cap space has triggered a broader cautious shift in market sentiment. Reflecting this cooling momentum, Palantir carries a neutral Seeking Alpha Quant Rating of “Hold,” a score it shares with fellow underperformers on the list, including Microsoft (MSFT), Visa (V), and Mastercard (MA). Palantir Posts Strong Results Palantir delivered a spectacular financial performance for the first quarter of 2026, marking its strongest three-month stretch as a publicly traded enterprise. Total quarterly revenue skyrocketed 85% year-over-year (YOY) to $1.63 billion, soundly beating Wall Street consensus estimates. The hyper-growth engine was overwhelmingly supercharged by U.S. revenue, which jumped 104% YOY to $1.28 billion, accounting for about 79% of total sales. Crucially, U.S. commercial revenue surg...
Nvidia (NVDA 1.86%) reported its fiscal 2027 Q1 earnings on May 20, beating on both the top and bottom line. Revenue of $81.6 billion exceeded expectations of $78.8 billion, while earnings per share of $1.87 was higher than the $1.76 expected. Still, the stock price didn't respond positively. When you're a $5 trillion company, it just becomes increasingly difficult to impress the market. The stock...
Nvidia (NVDA 1.86%) reported its fiscal 2027 Q1 earnings on May 20, beating on both the top and bottom line. Revenue of $81.6 billion exceeded expectations of $78.8 billion, while earnings per share of $1.87 was higher than the $1.76 expected. Still, the stock price didn't respond positively. When you're a $5 trillion company, it just becomes increasingly difficult to impress the market. The stock price has climbed nearly 1,400% in the last five years, and many wonder whether the biggest gains have already been made. That answer depends on a few factors, including expectations around investing time horizons. A crowded arena For artificial intelligence (AI), Nvidia has been the face of the investable opportunity with its advanced chips. That space, however, is becoming more crowded as companies look to become less reliant on the dominant chipmaker. Nvidia's own customers in big tech, like Meta Platforms, are developing their own custom chips. It's also seeing competition heat up in the application-specific integrated circuit (ASIC) chip market. These are chips designed to perform specific functions. Cerebras Systems, which has an ASIC focus, went public in May. Expand NASDAQ : NVDA Nvidia Today's Change ( -1.86 %) $ -4.09 Current Price $ 215.42 Key Data Points Market Cap $5.2T Day's Range $ 214.84 - $ 221.07 52wk Range $ 132.92 - $ 236.54 Volume 5.8M Avg Vol 171.3M Gross Margin 74.15 % Dividend Yield 0.02 % It's still a strong company Despite increased competition, Nvidia remains financially strong. Its gross margin was 75% in the first quarter, indicating ample pricing power. It's also boosting its per-share dividend from $0.01 to $0.25 and authorizing $80 billion in share buybacks, indicating it has plenty of cash. Nvidia also has an opportunity in integrating AI software into hardware to interact with the physical world, or what some refer to as physical AI. Examples include chips that can power autonomous vehicles and robots. Anyone expecting Nvidia to rise quick...
Key Points Nvidia exceeded expectations in its Q1 2027 earnings report. It still wasn't enough to move the stock price higher. The advanced chipmaker still looks financially strong. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) reported its fiscal 2027 Q1 earnings on May 20, beating on both the top and bottom line. Revenue of $81.6 billion exceeded expectations of $78.8 billion, whi...
Key Points Nvidia exceeded expectations in its Q1 2027 earnings report. It still wasn't enough to move the stock price higher. The advanced chipmaker still looks financially strong. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) reported its fiscal 2027 Q1 earnings on May 20, beating on both the top and bottom line. Revenue of $81.6 billion exceeded expectations of $78.8 billion, while earnings per share of $1.87 was higher than the $1.76 expected. Still, the stock price didn't respond positively. When you're a $5 trillion company, it just becomes increasingly difficult to impress the market. The stock price has climbed nearly 1,400% in the last five years, and many wonder whether the biggest gains have already been made. 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 » That answer depends on a few factors, including expectations around investing time horizons. A crowded arena For artificial intelligence (AI), Nvidia has been the face of the investable opportunity with its advanced chips. That space, however, is becoming more crowded as companies look to become less reliant on the dominant chipmaker. Nvidia's own customers in big tech, like Meta Platforms, are developing their own custom chips. It's also seeing competition heat up in the application-specific integrated circuit (ASIC) chip market. These are chips designed to perform specific functions. Cerebras Systems, which has an ASIC focus, went public in May. It's still a strong company Despite increased competition, Nvidia remains financially strong. Its gross margin was 75% in the first quarter, indicating ample pricing power. It's also boosting its per-share dividend from $0.01 to $0.25 and authorizing $80 billion in share buybacks, indicating it has plenty of cash. Nvidia also has an opportunity in integrating AI software into...
Nvidia (NASDAQ: NVDA) reported its fiscal 2027 Q1 earnings on May 20, beating on both the top and bottom line. Revenue of $81.6 billion exceeded expectations of $78.8 billion, while earnings per share of $1.87 was higher than the $1.76 expected. Still, the stock price didn't respond positively. When you're a $5 trillion company, it just becomes increasingly difficult to impress the market. The sto...
Nvidia (NASDAQ: NVDA) reported its fiscal 2027 Q1 earnings on May 20, beating on both the top and bottom line. Revenue of $81.6 billion exceeded expectations of $78.8 billion, while earnings per share of $1.87 was higher than the $1.76 expected. Still, the stock price didn't respond positively. When you're a $5 trillion company, it just becomes increasingly difficult to impress the market. The stock price has climbed nearly 1,400% in the last five years, and many wonder whether the biggest gains have already been made. Will AI create the world's first trillionaire? Our team just released a report on a little-known company, called an "Indispensable Monopoly," providing the critical technology Nvidia and Intel both need. Continue » That answer depends on a few factors, including expectations around investing time horizons. Image source: Getty Images. A crowded arena For artificial intelligence (AI), Nvidia has been the face of the investable opportunity with its advanced chips. That space, however, is becoming more crowded as companies look to become less reliant on the dominant chipmaker. Nvidia's own customers in big tech, like Meta Platforms, are developing their own custom chips. It's also seeing competition heat up in the application-specific integrated circuit (ASIC) chip market. These are chips designed to perform specific functions. Cerebras Systems, which has an ASIC focus, went public in May. It's still a strong company Despite increased competition, Nvidia remains financially strong. Its gross margin was 75% in the first quarter, indicating ample pricing power. It's also boosting its per-share dividend from $0.01 to $0.25 and authorizing $80 billion in share buybacks, indicating it has plenty of cash. Nvidia also has an opportunity in integrating AI software into hardware to interact with the physical world, or what some refer to as physical AI. Examples include chips that can power autonomous vehicles and robots. Anyone expecting Nvidia to rise quickly aft...
How they will line up on the Île Notre-Dame. Start time is still 9pm BST (4pm local), weather permitting. Weather update: it’s raining right now in Montreal , apparently. It may mean a delay in the race start or it could clear up and/or avoid the Circuit Gilles-Villeneuve. Any news on start times as we get it! Hold on, is that the sight of sparks flying in the Mercedes garage? Metaphorically, of c...
How they will line up on the Île Notre-Dame. Start time is still 9pm BST (4pm local), weather permitting. Weather update: it’s raining right now in Montreal , apparently. It may mean a delay in the race start or it could clear up and/or avoid the Circuit Gilles-Villeneuve. Any news on start times as we get it! Hold on, is that the sight of sparks flying in the Mercedes garage? Metaphorically, of course. George Russell and Kimi Antonelli have played the roles “the gent” and “tenacious teen” for the first four races of this F1 season. But with it becoming increasingly clear that it’s likely to be a straight shootout between the teammates for the drivers’ title, we’ve seen the first flash of friction between the pair in Montreal. A clash during the sprint race when Antonelli attempted to overtake Russell left the Italian fuming and Toto Wolff had to intervene, telling him to “stop the radio moaning”. Russell held on for victory, Lando Norris splitting the Mercs, though it’s a Russell-Antonelli front row for today’s race after the Briton pipped his teammate by six-hundredths of a second in qualifying. Antonelli, the championship leader by 18 points, has won the last three races of a stop-start season. But Russell likes this track – it’s his third pole in a row here. Plus there’s a 60% chance of rain and a chasing pack including Norris and Oscar Piastri in third and fourth, Lewis Hamilton starting fifth and Max Verstappen rounding off the top six. Intriguing! The Canadian GP is due to start at 9pm BST – feel free to email in with your thoughts, hopes and dreams.
A Lincolnshire Police spokesperson said: "Despite the very best efforts of people at the lake and the emergency services who arrived on scene, the boy has not yet been located. We continue to search the lake and our Under Water Search Team will be assisting with this.
A Lincolnshire Police spokesperson said: "Despite the very best efforts of people at the lake and the emergency services who arrived on scene, the boy has not yet been located. We continue to search the lake and our Under Water Search Team will be assisting with this.
Turkish riot police fired tear gas and forced their way into the main opposition party’s headquarters to evict its ousted leadership on Sunday, fuelling a crisis at the heart of Turkey’s democracy. Clouds of tear gas billowed within the Republican People’s Party (CHP) building while those inside shouted and threw objects at the entrance as police broke through a makeshift barricade. There were no...
Turkish riot police fired tear gas and forced their way into the main opposition party’s headquarters to evict its ousted leadership on Sunday, fuelling a crisis at the heart of Turkey’s democracy. Clouds of tear gas billowed within the Republican People’s Party (CHP) building while those inside shouted and threw objects at the entrance as police broke through a makeshift barricade. There were no reports of injuries during the intervention. A Turkish court ousted CHP leader Ozgur Ozel on Thursday, annulling the results of the CHP Congress where he was elected in 2023, citing irregularities. On Sunday, Ankara’s governor ordered the eviction of those inside the headquarters. Advertisement The court reinstated in Ozel’s place former CHP chair Kemal Kilicdaroglu, who lost to President Tayyip Erdogan in a national election that year. Analysts have said they view the court ruling as a test of the balance between democracy and autocracy for Nato member Turkey and that it could prolong Erdogan’s 23-year rule. Financial markets tumbled on Thursday as investors fretted about democratic backsliding, before rebounding on Friday. Advertisement “We are under attack,” Ozel said in a video message shared on social media as the security forces entered, before emerging from the building after the police intervention, vowing that the CHP would from now on be “on the streets, in the squares, marching towards power”. He then led supporters on a march to the Turkish parliament, where he made a speech to thousands, who chanted “Traitor Kemal,” “Son of the palace, Kilicdaroglu” and “Shoulder-to-shoulder against fascists”.