The Trump administration announced a $20 billion reinsurance program aimed at reviving shipping in the Strait of Hormuz, where traffic has all but stopped amid the US and Israeli attacks on Iran. The US International Development Finance Corp. said Friday it is deploying maritime reinsurance, including war risk, in the Gulf region to stabilize commerce. The facility will insure losses up to about $...
The Trump administration announced a $20 billion reinsurance program aimed at reviving shipping in the Strait of Hormuz, where traffic has all but stopped amid the US and Israeli attacks on Iran. The US International Development Finance Corp. said Friday it is deploying maritime reinsurance, including war risk, in the Gulf region to stabilize commerce. The facility will insure losses up to about $20 billion “on a rolling basis” and will apply only to vessels for now, according to a statement. The announcement comes days after President Donald Trump ordered DFC to offer insurance “at a very reasonable price” to ensure the flow of energy and other commercial trade in the Gulf as oil prices soar. His comments came after some governments, including the US, had suggested insurance availability was blocking transit. Trump also said the US military may escort ships in the Strait but no plans have yet been announced. The strait carries about a fifth of global oil flows, as well as gas, fertilizer and other products. Iran has threatened to strike vessels seeking to transit the waterway, fueling a surge in prices for oil and other fuels. “DFC and Treasury are coordinating closely with CENTCOM on next steps in the implementation of this plan,” the development agency said, referring to the US military’s central command. The DFC said it has identified “best-in-class, preferred American insurance partners.” Even before the DFC announcement, private insurance companies were continuing to offer premiums for vessels looking to move through the region. The Lloyd’s Market Association said on Thursday offers are being made, while broker Arthur J. Gallagher & Co. said the London insurance market is willing and able to cover ships looking to pass through the strait. Insurers have expressed interest in partnering with DFC to offer the reinsurance, according to an agency official. The structure of the program reflected extensive conversations the agency had with insurers, the official said...
master1305/iStock via Getty Images The U.S. markets have remained quite resilient this week despite the escalating conflict in the Middle East and the associated spike in oil prices. The narrative around the AI revolution remains intact and serves as the key driver of GDP growth in the United States. U.S. Consumer Sentiment (FRED) Consumer spending is holding up despite lousy consumer sentiment re...
master1305/iStock via Getty Images The U.S. markets have remained quite resilient this week despite the escalating conflict in the Middle East and the associated spike in oil prices. The narrative around the AI revolution remains intact and serves as the key driver of GDP growth in the United States. U.S. Consumer Sentiment (FRED) Consumer spending is holding up despite lousy consumer sentiment readings, although retail sales were flat in December and down 0.2% month-over-month in January. This is largely due to the bifurcated U.S. economy, which has become known as this K-shaped economy. The top 10% of American households by income now account for roughly half of all U.S. consumer spending. As long as the stock market and real estate markets continue to hold up, this cohort should continue to spend confidently. Awealthofcommonsense.com However, most of the rest of the consumer base is struggling. And while the AI revolution has dominated the economic and equity headlines in recent years, the U.S. consumer still drives roughly two thirds of GDP in the country. In today's column, I will highlight four concerning signs that the majority of consumers are seeing ever increasing stress. #1 - Personal Savings Rate Following the onset of Covid and the pandemic lockdowns, Congress pumped trillions of dollars of additional largesse into the U.S. economy via legislation. A decent chunk of this was via Covid stimulus payments. This bolstered the personal savings rate in the U.S. by a huge measure, as can be seen below. U.S. Savings Rate (FRED) However, these funds have now been depleted, and the U.S. savings rate stands at a minuscule 3.6%. Higher tax tax refunds this year and recent measures like no tax on the first $25,000 annually of tip income should help over the next couple of quarters, but only marginally. #2 - Consumer Loan Delinquencies & Sign Of Desperation New York Fed, Equifax Consumer loan delinquencies are rising on student, auto, and credit card debt, as can be ...
Hood River Capital Management exited its entire stake in Varonis Systems (NASDAQ:VRNS) , selling 1,908,011 shares in the fourth quarter for an estimated $109.65 million based on quarterly average pricing, according to a February 17, 2026, SEC filing. According to a recent SEC filing dated February 17, 2026, Hood River Capital Management LLC liquidated its entire position in Varonis Systems during ...
Hood River Capital Management exited its entire stake in Varonis Systems (NASDAQ:VRNS) , selling 1,908,011 shares in the fourth quarter for an estimated $109.65 million based on quarterly average pricing, according to a February 17, 2026, SEC filing. According to a recent SEC filing dated February 17, 2026, Hood River Capital Management LLC liquidated its entire position in Varonis Systems during the fourth quarter of 2025. The firm sold all 1,908,011 shares for an estimated transaction value of $109.65 million, based on the average share price during the quarter. The quarter-end value of the stake decreased by $109.65 million, reflecting both the share sale and stock price movement. Varonis Systems is a leading provider of infrastructure software focused on securing and managing enterprise data both on-premises and in the cloud. The company leverages advanced analytics and automation to help organizations protect sensitive information and intellectual property. Its scalable platform and broad product suite position it as a key player in enterprise data security and compliance. Continue reading
Key Points Palantir won an important legal battle last month, but the details were sealed. Documents made public yesterday show that the judge barred the company's former employees from using Palantir's proprietary data and poaching its staff. This victory helps Palantir maintain its competitive advantage. 10 stocks we like better than Palantir Technologies › Palantir Technologies(NASDAQ: PLTR) st...
Key Points Palantir won an important legal battle last month, but the details were sealed. Documents made public yesterday show that the judge barred the company's former employees from using Palantir's proprietary data and poaching its staff. This victory helps Palantir maintain its competitive advantage. 10 stocks we like better than Palantir Technologies › Palantir Technologies(NASDAQ: PLTR) stock charged sharply higher on Friday, climbing as much as 5.8%. As of 3:13 p.m. ET, the stock was still up 4.6%. The catalyst that sent the artificial intelligence (AI) software and data mining specialist higher was a court case that went in the company's favor. 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 » Order in the court Palantir has been embroiled in a bitter court battle with several former employees who left the company to join competing AI start-up Percepta. Palantir alleged that Percepta CEO Hirsh Jain, co-founder Radha Jain (not related), and employee Joanna Cohen violated Palantir's confidentiality agreement, stole proprietary data, and engaged in staff poaching. In a confidential decision handed down last month, U.S. District Court Judge J. Paul Oetken ruled that the three former Palantir employees "likely" violated the terms of their agreement not to use confidential information and to hire away Palantir staff. At the time, the judge sealed the decision to allow Palantir and Percepta to redact sensitive personal and business information. The verdict was made public late yesterday, showing that the judge ordered Palantir's former employees to cease using the company's data and refrain from poaching its employees, as Palantir would likely suffer "irreparable harm." The judge also found that Cohen had sent herself company documents, downloaded files onto her phone, and accessed confidential d...
On February 13, 2026, Kettle Hill Capital Management disclosed a new position in SentinelOne (NYSE:S) . According to a Securities and Exchange Commission (SEC) filing dated February 13, 2026, Kettle Hill Capital Management, LLC opened a new position in SentinelOne, acquiring 1,716,381 shares. The estimated transaction value was $25.75 million, calculated using the average share price for the quart...
On February 13, 2026, Kettle Hill Capital Management disclosed a new position in SentinelOne (NYSE:S) . According to a Securities and Exchange Commission (SEC) filing dated February 13, 2026, Kettle Hill Capital Management, LLC opened a new position in SentinelOne, acquiring 1,716,381 shares. The estimated transaction value was $25.75 million, calculated using the average share price for the quarter. The quarter-end value of the SentinelOne stake also totaled $25.75 million, reflecting both the trade and underlying price changes. SentinelOne is a technology company specializing in cybersecurity solutions with a focus on AI-driven threat detection and response. The company leverages its proprietary Singularity XDR Platform to deliver comprehensive protection for endpoints and cloud workloads, enabling clients to defend against a wide range of cyber threats with minimal manual intervention. With a global footprint and emphasis on innovation, SentinelOne targets organizations requiring advanced, autonomous security capabilities to safeguard their digital assets. Continue reading
simpson33 Escalating tensions in the Middle East are beginning to ripple through U.S. energy markets, with consumers likely to feel the impact at the gas pump in the weeks ahead. Crude oil ( CL1:COM ) prices surged above $90 per barrel on Friday as the conflict between the United States and Iran intensified, pushing energy markets to their highest levels in more than two years. Rising crude prices...
simpson33 Escalating tensions in the Middle East are beginning to ripple through U.S. energy markets, with consumers likely to feel the impact at the gas pump in the weeks ahead. Crude oil ( CL1:COM ) prices surged above $90 per barrel on Friday as the conflict between the United States and Iran intensified, pushing energy markets to their highest levels in more than two years. Rising crude prices typically feed directly into gasoline costs, raising concerns about higher fuel bills for households and businesses. Prediction markets are already signaling a sharp move higher in gasoline ( XB1:COM ) prices. Current forecasts suggest there is a near-certain probability that the national average price will push above $3.00 per gallon in March. Some projections indicate prices could climb significantly higher, with scenarios placing gasoline above $4.20 per gallon if oil continues to rally. See below what Kalshi traders are predicting when asked: How high will gas prices go in the U.S. this month? Above $3.00 — 99% Above $3.10 — 97% Above $3.20 — 95% Above $3.30 — 94% Above $3.35 — 91% Above $3.40 — 88% Above $3.45 — 83% Above $3.50 — 83% Above $3.60 — 71% Above $3.70 — 58% Above $3.80 — 53% Above $3.90 — 49% Above $4.00 — 41% Above $4.10 — 34% Above $4.20 — 28% Energy ETFs: ( XLE ) ( VDE ), ( XOP ), ( AMLP ), ( OIH ), and ( IXC ). Oil ETFs: ( USO ), ( UCO ), ( DBO ), ( OILK ), and ( USL ). More on markets How high can oil rise this year? Prediction markets price a possible $180 peak US10Y climbs above 4.1% and hits a three-week high as inflation expectations rise Strait of Hormuz closure looks like a coin flip as traders forecast essentially 50-50 chance Apollo warns Strait of Hormuz disruption could rattle global energy supply Yield strategies shine: Dividend funds deliver one of their best months on record
Quantum computers can store more data and process specific computing tasks much faster than classical computers. However, they're also larger, pricier, and consume more power than their classical counterparts. They also tend to have higher error rates. As a result, quantum computers are still primarily used for niche research projects rather than mainstream applications. Yet that could change over...
Quantum computers can store more data and process specific computing tasks much faster than classical computers. However, they're also larger, pricier, and consume more power than their classical counterparts. They also tend to have higher error rates. As a result, quantum computers are still primarily used for niche research projects rather than mainstream applications. Yet that could change over the next decade, as the early movers in this nascent market develop smaller, cheaper, and more power-efficient systems with lower error rates. Let's take a closer look at three of those companies -- D-Wave Quantum (QBTS 0.85%), IonQ (IONQ 0.83%), and Quantum Computing Inc. (QUBT 1.43%) -- and see how they might generate millionaire-making gains for their patient investors. Three different approaches to quantum computing Most quantum computing companies accelerate electrons through "superconducting loops" to achieve a quantum state. These systems are fairly easy to manufacture, but they're large, expensive to operate, and require cryogenic refrigeration. D-Wave Quantum is one of those electron-based quantum computing companies, but it specializes in quantum annealing services for streamlining business operations. By feeding their workflows, supply chains, and logistics networks into D-Wave's systems, large organizations can identify the processes that consume the least computing power as the most efficient ones. D-Wave designs its own quantum processing units (QPUs) and quantum systems, and it provides remote access to those systems through its cloud-based Leap platform. Expand NYSE : QBTS D-Wave Quantum Today's Change ( -0.85 %) $ -0.16 Current Price $ 18.67 Key Data Points Market Cap $7.0B Day's Range $ 18.20 - $ 19.61 52wk Range $ 4.49 - $ 46.75 Volume 978K Avg Vol 33M Gross Margin 82.59 % IonQ aims to replace electron-based systems with its ion-driven systems, which use tiny lasers to trap ions in a quantum state. These systems are more delicate and challenging to manuf...
Key Points IonQ and D-Wave quantum deploy different quantum computing techniques than their peers. All of these stocks must transform into tech giants to make investors millionaires. 10 stocks we like better than IonQ › There have been several successful investments in the AI realm that have made investors millionaires over the long run. Take the king of AI computing, Nvidia. A $10,000 investment ...
Key Points IonQ and D-Wave quantum deploy different quantum computing techniques than their peers. All of these stocks must transform into tech giants to make investors millionaires. 10 stocks we like better than IonQ › There have been several successful investments in the AI realm that have made investors millionaires over the long run. Take the king of AI computing, Nvidia. A $10,000 investment in Nvidia a decade ago is now worth around $3 million, easily accomplishing the goal of turning a modest investment into $1 million. While there is still huge growth in the AI realm, many investors are turning toward quantum computing as the next big industry. I've got a list of three stocks that could make investors a millionaire, although there's no guarantee, as quantum computing is a highly competitive realm with unknown feasibility. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » The contenders have differing approaches to quantum computing Three stocks that I think are solid candidates to make investors $1 million are IonQ (NYSE: IONQ), Rigetti Computing (NASDAQ: RGTI), and D-Wave Quantum (NYSE: QBTS). These are some of the top quantum computing pure plays, which are a requirement to make the return levels being discussed here. While legacy tech companies like Alphabet and IBM are competing in the quantum computing space, they're already too large to transform a modest investment into $1 million. For the legacy tech companies, the upside isn't there. But the floor is much higher. If both companies' quantum computing investments flop, they still have a base business to fall back on. If IonQ, Rigetti Computing, or D-Wave Quantum fail, their stocks will go to zero. This makes the cohort risky, but could provide huge returns as a result. All three of these quantum computing competitors are taking a different approach to quantum computing. IonQ is using a trapped-ion approach, which can ...
A spokesperson for As ever said it was grateful for the partnership with Netflix during the brand's first year, adding: "We have experienced meaningful and rapid growth and As ever is now ready to stand on its own."
A spokesperson for As ever said it was grateful for the partnership with Netflix during the brand's first year, adding: "We have experienced meaningful and rapid growth and As ever is now ready to stand on its own."
Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged over financing and OpenAI’s changing needs. Ed Ludlow helped break the story and explains. (Source: Bloomberg)
Oracle Corp. and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged over financing and OpenAI’s changing needs. Ed Ludlow helped break the story and explains. (Source: Bloomberg)
A momentum indicator for a crude futures chart has soared to its highest level in 36 years, but as the Wall Street saying goes, overbought doesn’t mean over.
A momentum indicator for a crude futures chart has soared to its highest level in 36 years, but as the Wall Street saying goes, overbought doesn’t mean over.
Ole_CNX/iStock via Getty Images Investment Thesis In my last article on Nvidia Corporation ( NVDA ), published in November 2025, I analyzed the company’s Q3 report and explored the key takeaways, with a special focus on the rising competition from the likes of Alphabet ( GOOGL ) and on a potential partnership between ( META ) and GOOGL. I had a Strong Buy rating on the stock. Since my article was ...
Ole_CNX/iStock via Getty Images Investment Thesis In my last article on Nvidia Corporation ( NVDA ), published in November 2025, I analyzed the company’s Q3 report and explored the key takeaways, with a special focus on the rising competition from the likes of Alphabet ( GOOGL ) and on a potential partnership between ( META ) and GOOGL. I had a Strong Buy rating on the stock. Since my article was published, the stock has gained 1.71%, outperforming the S&P 500 ( SP500 ), which gained 0.27% during the same period. NVDA reported its Q4 numbers about two weeks ago and despite a stellar report, after an initial pop during the after-hours, the stock gave all its gains and then some during regular trading hours. This has become a familiar pattern in recent times, which is unfortunate given that the company continues to beat no matter how high the bar is. In this article, I analyze the company’s Q4 report and explore the key takeaways. I focus predominantly on the surge in supply commitments that was announced by the company and what it means for investors, as well as analyze just how intense the competitive environment has become for NVDA and whether investors have reasons to worry. A Snapshot of Nvidia’s Q4 Performance NVDA finished the year with a blockbuster quarterly performance, beating on both the top- and bottom-line estimates. More specifically, Q4 revenues came in at $68.1 billion , up 73% y/y and 20% q/q, comfortably beating analyst estimates by $1.90 billion. Non-GAAP diluted EPS came in at $1.62, up 82% y/y and beating analyst estimates by $0.08. Data center revenues set a quarterly record, coming in at $62.3 billion, up 75% y/y and 22% q/q, blowing past estimates of $60.4 billion. Q4 gross margins, on a non-GAAP basis, came in at 75.2%, expanding by 160 bps (or 1.6%) sequentially and were in line with analyst estimates. Operation cash flows came in at $36.2 billion, which translates to a y/y growth of 117.8%. Q1 FY27 guidance also came in very strong. More sp...
Palantir Technologies (PLTR +3.49%) stock charged sharply higher on Friday, climbing as much as 5.8%. As of 3:13 p.m. ET, the stock was still up 4.6%. The catalyst that sent the artificial intelligence (AI) software and data mining specialist higher was a court case that went in the company's favor. Order in the court Palantir has been embroiled in a bitter court battle with several former employe...
Palantir Technologies (PLTR +3.49%) stock charged sharply higher on Friday, climbing as much as 5.8%. As of 3:13 p.m. ET, the stock was still up 4.6%. The catalyst that sent the artificial intelligence (AI) software and data mining specialist higher was a court case that went in the company's favor. Order in the court Palantir has been embroiled in a bitter court battle with several former employees who left the company to join competing AI start-up Percepta. Palantir alleged that Percepta CEO Hirsh Jain, co-founder Radha Jain (not related), and employee Joanna Cohen violated Palantir's confidentiality agreement, stole proprietary data, and engaged in staff poaching. In a confidential decision handed down last month, U.S. District Court Judge J. Paul Oetken ruled that the three former Palantir employees "likely" violated the terms of their agreement not to use confidential information and to hire away Palantir staff. At the time, the judge sealed the decision to allow Palantir and Percepta to redact sensitive personal and business information. The verdict was made public late yesterday, showing that the judge ordered Palantir's former employees to cease using the company's data and refrain from poaching its employees, as Palantir would likely suffer "irreparable harm." The judge also found that Cohen had sent herself company documents, downloaded files onto her phone, and accessed confidential documents outside her purview at the company. These actions prompted a computer alert at Palantir, sparking the legal battle. Expand NASDAQ : PLTR Palantir Technologies Today's Change ( 3.49 %) $ 5.33 Current Price $ 158.00 Key Data Points Market Cap $365B Day's Range $ 150.34 - $ 161.43 52wk Range $ 66.12 - $ 207.52 Volume 3.4M Avg Vol 48M Gross Margin 82.37 % Why it matters Palantir's AI and data analytics systems have experienced unprecedented adoption in recent years, fueling its unbridled success. In the fourth quarter, revenue of $1.4 billion grew 70% year over year, whi...
Why Palantir Technologies Stock Popped on Friday Yahoo Finance Palantir Stock Investors Just Got Fantastic News from Wall Street The Motley Fool Palantir vs CoreWeave: Which is the Better Buy, According to Wall Street? Nasdaq
Why Palantir Technologies Stock Popped on Friday Yahoo Finance Palantir Stock Investors Just Got Fantastic News from Wall Street The Motley Fool Palantir vs CoreWeave: Which is the Better Buy, According to Wall Street? Nasdaq
Key Points Palantir won an important legal battle last month, but the details were sealed. Documents made public yesterday show that the judge barred the company's former employees from using Palantir's proprietary data and poaching its staff. This victory helps Palantir maintain its competitive advantage. 10 stocks we like better than Palantir Technologies › Palantir Technologies (NASDAQ: PLTR) s...
Key Points Palantir won an important legal battle last month, but the details were sealed. Documents made public yesterday show that the judge barred the company's former employees from using Palantir's proprietary data and poaching its staff. This victory helps Palantir maintain its competitive advantage. 10 stocks we like better than Palantir Technologies › Palantir Technologies (NASDAQ: PLTR) stock charged sharply higher on Friday, climbing as much as 5.8%. As of 3:13 p.m. ET, the stock was still up 4.6%. The catalyst that sent the artificial intelligence (AI) software and data mining specialist higher was a court case that went in the company's favor. 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 » Order in the court Palantir has been embroiled in a bitter court battle with several former employees who left the company to join competing AI start-up Percepta. Palantir alleged that Percepta CEO Hirsh Jain, co-founder Radha Jain (not related), and employee Joanna Cohen violated Palantir's confidentiality agreement, stole proprietary data, and engaged in staff poaching. In a confidential decision handed down last month, U.S. District Court Judge J. Paul Oetken ruled that the three former Palantir employees "likely" violated the terms of their agreement not to use confidential information and to hire away Palantir staff. At the time, the judge sealed the decision to allow Palantir and Percepta to redact sensitive personal and business information. The verdict was made public late yesterday, showing that the judge ordered Palantir's former employees to cease using the company's data and refrain from poaching its employees, as Palantir would likely suffer "irreparable harm." The judge also found that Cohen had sent herself company documents, downloaded files onto her phone, and accessed confidential ...
Why Palantir Technologies Stock Popped on Friday Nasdaq Palantir Stock Investors Just Got Fantastic News from Wall Street The Motley Fool Palantir rallies 15% for the week as Iran war boosts prospects, muting Anthropic concern CNBC
Why Palantir Technologies Stock Popped on Friday Nasdaq Palantir Stock Investors Just Got Fantastic News from Wall Street The Motley Fool Palantir rallies 15% for the week as Iran war boosts prospects, muting Anthropic concern CNBC