Gary Yeowell The CONEXPO-CON/AGG construction trade show in Las Vegas this week is expected to provide a meaningful lift to MGM Resorts ( MGM ) and Caesars Entertainment ( CZR ). CONEXPO-CON/AGG is marketed as North America’s largest construction trade show, with around 2,000 exhibitors, 2.9 million square feet of exhibits, and extensive education sessions and networking events. The event only tak...
Gary Yeowell The CONEXPO-CON/AGG construction trade show in Las Vegas this week is expected to provide a meaningful lift to MGM Resorts ( MGM ) and Caesars Entertainment ( CZR ). CONEXPO-CON/AGG is marketed as North America’s largest construction trade show, with around 2,000 exhibitors, 2.9 million square feet of exhibits, and extensive education sessions and networking events. The event only takes place once every three years, which encourages larger delegations and longer stays that translate into elevated demand for Strip hotel rooms, restaurant bookings, and entertainment for the duration of the tradeshow.. Convention and trade show visitors are especially valuable to Strip operators because they spend more per trip than the average leisure visitor and help fill the city’s 150,000‑plus rooms during shoulder periods. Local economic analysis indicates that convention visitors spend about 30% more than typical visitors, so a large, infrequent event like CONEXPO-CON/AGG can meaningfully support MGM’s ( MGM ) and Caesars’ ( CZR ) gaming, food‑and‑beverage, and entertainment revenue lines in an otherwise softer demand environment. MGM Resorts ( MGM ), in particular, has oriented its Strip strategy toward leading the group and meetings segment. For Caesars Entertainment ( CZR ), which operates multiple Strip resorts and has recently faced year‑over‑year declines in Las Vegas revenue and net income amid a broader tourism slowdown, strong convention weeks are important catalysts to stabilize and potentially re‑accelerate top‑line trends. The convention landed in the first-quarter earnings reporting period for both casino operators. More on MGM Resorts and Caesars Caesars Entertainment Becomes A Straight Buyout Trade Caesars Entertainment, Inc. (CZR) Q4 2025 Earnings Call Transcript Caesars Entertainment, Inc. 2025 Q4 - Results - Earnings Call Presentation Las Vegas Strip gaming revenue tumbles amid international tourism slump, high pricing Caesars Entertainment soars am...
I’ve lost count of the number of sketches I wrote from the chemo ward as Jill went through the hell of cancer treatment It’s been a while since I last wrote the digested week. Last May, my wife was diagnosed with cancer and life has been a struggle ever since. Jill’s story is hers to tell, but here are some of my initial thoughts on finding myself a primary carer on the cancer frontline (it’s alwa...
I’ve lost count of the number of sketches I wrote from the chemo ward as Jill went through the hell of cancer treatment It’s been a while since I last wrote the digested week. Last May, my wife was diagnosed with cancer and life has been a struggle ever since. Jill’s story is hers to tell, but here are some of my initial thoughts on finding myself a primary carer on the cancer frontline (it’s always been me who’s needed looking after up till now). From that first consultation, when the doctor told us that a blood test for a tumour marker had come back raised – “How seriously should we take this?” “Very” – I had a feeling of being separated from the rest of the world. I was in a shadowland. There were those of us in Cancerworld and those who weren’t. It wasn’t that we stopped seeing family and friends – far from it, we couldn’t have got through without their love and food parcels – more that at an emotional level we were out of sync with one another. My life has become existential. I wake up every morning thinking about cancer and I go to bed thinking of cancer. Continue reading...
At this time of the year, gardeners are susceptible to the lure of colourful, quirky veg catalogues. But hold fire! A little restraint is our friend. By focusing on reliability, yield and flavour over exotic looks, we are likely to have an easier and more successful year on the plot. The Guardian’s journalism is independent. We will earn a commission if you buy something through an affiliate link....
At this time of the year, gardeners are susceptible to the lure of colourful, quirky veg catalogues. But hold fire! A little restraint is our friend. By focusing on reliability, yield and flavour over exotic looks, we are likely to have an easier and more successful year on the plot. The Guardian’s journalism is independent. We will earn a commission if you buy something through an affiliate link. Learn more. The following fruit and veg should produce hassle-free harvests. They may not look like the most exciting crops, but they will result in more food on your plate, having been tried and taste-tested for a high chance of success and good flavour. Their reliability and resistance to problems makes them easier to grow, and they’re also simple to harvest and prepare, so you’ll be left with more time to enjoy eating them. Vine tomatoes Vine tomatoes are a bit of hassle, but there’s a payoff. Side shoots need to be removed, forcing the plant to grow up to 2 metres tall with the support of a cane or 3mm twine tied to a polytunnel or greenhouse beam. They also require weekly watering and feeding with an organic tomato fertiliser. Your reward for this faff is that they pump out tons of toms all summer into autumn using little space. Try cherries ‘Golden Crown’ and ‘Apero’, salad ‘Tigerella’ and beefsteak ‘Brandy Boy’. Sow in 9cm pots in spring on a sunny windowsill, lightly covered with a little compost, then plant out when all frost is finished. Mangetout View image in fullscreen ‘Snow Wind’ mangetout. Photograph: Howard Rice - Pro Veg Seeds/Gap Photos Mangetout are as easy to grow as peas, and there’s no podding to do as they’re eaten whole. Picked before the seeds swell, they are much less prone to pea moth caterpillars burrowing into the seeds. ‘Snow Wind’ is a prolific, stringless cultivar. Sow seeds 3cm deep in 9cm pots of compost on a windowsill, or in an unheated polytunnel or greenhouse, any time in spring, or directly into the ground when it begins to warm up. P...
Amid heightened geopolitical volatility, retail investors have been rotating back into defense stock and tried-and-true names, like Nvidia (NVDA) and Microsoft (MSFT). Yahoo Finance Senior Business Reporter Ines Ferré and B. Riley Wealth chief market strategist Art Hogan join Opening Bid host Brian Sozzi to discuss recent retail investing trends. To watch more expert insights and analysis on the l...
Amid heightened geopolitical volatility, retail investors have been rotating back into defense stock and tried-and-true names, like Nvidia (NVDA) and Microsoft (MSFT). Yahoo Finance Senior Business Reporter Ines Ferré and B. Riley Wealth chief market strategist Art Hogan join Opening Bid host Brian Sozzi to discuss recent retail investing trends. To watch more expert insights and analysis on the latest market action, check out more Opening Bid.
"Bruh, You Were Calling For War With Iran A Month Ago" Authored by Steve Watson via modernity.news , In a stunning display of hypocrisy, neocon warmonger Bill Kristol is now trashing the Trump administration’s strikes on Iran—dubbed “Epic Fury”—despite agitating for military action against the regime for the past 25 years. Kristol has spent years pushing to thwart Iran’s nuclear ambitions, and was...
"Bruh, You Were Calling For War With Iran A Month Ago" Authored by Steve Watson via modernity.news , In a stunning display of hypocrisy, neocon warmonger Bill Kristol is now trashing the Trump administration’s strikes on Iran—dubbed “Epic Fury”—despite agitating for military action against the regime for the past 25 years. Kristol has spent years pushing to thwart Iran’s nuclear ambitions, and was even still doing so in January, only to pivot into full sabotage mode now that Trump has pulled the trigger. Whether you’re for or against this military action, or waiting to see how it all pans out, we can all agree that Kristol is the most odious TDS-infected worm of a man. Maybe Rubio should stop inventing "imminent threats" to justify the war his administration started and get to work doing his department's job of helping Americans in the war zone they created. https://t.co/hVFtT81cBi — Bill Kristol (@BillKristol) March 3, 2026 Kristol’s recent outburst came in a tweet where he incredibly accused the administration of fabricating reasons for the conflict. Responding to complaints about Americans stranded amid the chaos, Kristol wrote: “ Maybe Rubio should stop inventing ‘imminent threats’ to justify the war his administration started and get to work doing his department’s job of helping Americans in the war zone they created.” This criticism flies in the face of Kristol’s own record. Back in 2012, through his role at The Weekly Standard, Kristol declared it was time to say no to Iranian nukes. He positioned himself as a hawk on Iran, prioritizing prevention of their nuclear program above all. Even before this as a part of the Project For A New American Century, Kristol backed regime change in Iran. Fast forward to January 2026, and Kristol was still at it, slamming the administration’s focus on Greenland as a distraction while urging prioritization of Iran. As one observer noted in a tweet: “Bill Kristol claims the U.S. invented a reason to attack Iran. He is opposing ...
gorodenkoff/iStock via Getty Images By Xavier Stonehouse The current landscape of AI infrastructure has reached a critical inflection point where the dominant hyperscalers are being forced into the backseat by the physical and economic realities of the hardware they require. As DRAM contract prices skyrocket - with DDR5 projected to jump 62% quarter-over-quarter in early 2026 and nearly 400% year-...
gorodenkoff/iStock via Getty Images By Xavier Stonehouse The current landscape of AI infrastructure has reached a critical inflection point where the dominant hyperscalers are being forced into the backseat by the physical and economic realities of the hardware they require. As DRAM contract prices skyrocket - with DDR5 projected to jump 62% quarter-over-quarter in early 2026 and nearly 400% year-over-year - the total cost of ownership (TCO) for datacenters is undergoing a radical shift. Memory now accounts for up to 40% of total rack costs, driving a scenario where the four major hyperscalers are forecast to spend a combined $650 billion in 2026 alone. This "existential spend" is no longer just about the fastest chips; it is a desperate race to secure scarce memory, silicon, and the power required to actually turn them on. Source: Xavier Stonehouse (data sources provided below) The "Big Three" memory manufacturers - Samsung ( SSNLF ), SK Hynix, and Micron ( MU ) - play a critical role as the industry transitions to High Bandwidth Memory (HBM). The market's recognition of this power shift is evident in the stock performance over the past 12 months, with all three companies experiencing significant appreciation. To navigate this shortage, some companies are entering aggressive Long-Term Agreements (LTAs), essentially buying future chips before the factories are even built. Micron announced that its entire 2026 high‑bandwidth memory output, including HBM4, is already sold out under long-term contracts. SK Hynix as well reported that its DRAM, NAND, and HBM production capacity is essentially sold out through this year. This massive industrialization effort has also sent the values of Engineering, Procurement, and Construction (EPC) providers higher as they race to build out multi-billion dollar "greenfield" projects like SK Hynix’s Yongin facility and Micron’s new Idaho and Tongluo fabs. However, all of this silicon procurement is rapidly being overshadowed by a loomin...
Sezzle (SEZL), a Zack Rank #1 (Strong Buy), is a Minneapolis-based buy-now-pay-later (BNPL) fintech operating primarily in the U.S. and Canada. The company extends point-of-sale credit to consumers through its flagship Pay-in-Four product, which splits a purchase into four equal installments over six weeks. About the Company Sezzle has built out a payments ecosystem that includes Pay-in-Two, Pay-i...
Sezzle (SEZL), a Zack Rank #1 (Strong Buy), is a Minneapolis-based buy-now-pay-later (BNPL) fintech operating primarily in the U.S. and Canada. The company extends point-of-sale credit to consumers through its flagship Pay-in-Four product, which splits a purchase into four equal installments over six weeks. About the Company Sezzle has built out a payments ecosystem that includes Pay-in-Two, Pay-in-Full, and longer-term installment options through third-party lenders, as well as a virtual card product that lets users shop at any merchant. The company also monetizes through subscription tiers like Sezzle Anywhere and Sezzle Premium, which unlock access to a wider merchant network. In short, Sezzle is competing in the crowded BNPL space by layering flexible credit options on top of a virtual card infrastructure, giving it reach beyond just its direct merchant partnerships. SEZL is valued at $2.5 billion and has a Forward PE of 16. The stock has Zacks Style Scores of “A” in Growth and “C” in both Value and Momentum. Q4 Earnings Beat Sezzle delivered a strong fourth quarter, beating EPS expectation by 26%, and posting their seventh straight earnings beat. The company reported $1.21 in EPS and revenue of $130 million, ahead of the $128 million consensus. Adjusted EBITDA jumped 79% year over year to $58.3 million, showing meaningful operating leverage as the platform scales. The company also raised its FY26 outlook, guiding to $4.70 in EPS versus $4.33 expected and projecting revenue growth of 25 to 30% year over year. User growth and engagement metrics reinforced the beat. Monthly On Demand and Subscribers reached a record 918,000, while app sessions surged 51% year over year by December. Management emphasized a focus on higher lifetime value subscribers and proprietary shopping features, positioning the company to sustain earnings quality into 2026, with guidance calling for $170 million in adjusted net income, up 31% year over year on a per share basis. Sezzle Inc. Pri...
Sea Limited (SE), a Zacks Rank #5 (Strong Sell), is one of the premier growth stories in emerging markets, riding the digital adoption wave across Southeast Asia and parts of Latin America. After a dramatic boom and bust cycle over the past few years, the stock has staged a meaningful recovery. But after a slow and steady bleed, a recent earnings report took the stock to lows not seen since 2024, ...
Sea Limited (SE), a Zacks Rank #5 (Strong Sell), is one of the premier growth stories in emerging markets, riding the digital adoption wave across Southeast Asia and parts of Latin America. After a dramatic boom and bust cycle over the past few years, the stock has staged a meaningful recovery. But after a slow and steady bleed, a recent earnings report took the stock to lows not seen since 2024, 60% off the September highs. With slowing momentum and rising competition, investors are starting to question whether the next leg higher will be harder to achieve than the last. About the Company Founded in 2009 and going public in 2017, Sea Limited has expanded from a regional gaming company into a diversified consumer internet platform serving Southeast Asia and Latin America. The company operates across digital entertainment, e-commerce, and financial services, building an ecosystem designed to capture users across multiple stages of their online spending journey. Sea operates through three primary segments: E commerce, led by Shopee, which generates the majority of revenue through marketplace transactions and related services; Digital Entertainment, anchored by Garena and its global gaming titles; and Digital Financial Services, branded as SeaMoney, which includes mobile wallets, consumer and SME lending, banking, and insurance products. The company has a market cap of $52B, with a Zacks Style Score of “A” in Growth and “A” in Momentum. Q4 Earnings Miss Sea reported a mixed fourth quarter, missing on earnings with $0.80 versus $0.90 expected, though revenue of $6.85 billion topped estimates. Adjusted EBITDA rose 33% year over year to $787 million but fell short of the $850 million consensus. Shopee remained the growth engine, with GMV reaching $36.7 billion, up 28.6% year over year. For 2026, management is guiding to roughly 25% GMV growth at Shopee and adjusted EBITDA at least flat year over year. Shopee served roughly 400 million active buyers in 2025, with frequency...
Capstone Infrastructure press release ( CPOIF ): FY Revenue of C$262.75M (+19.8% Y/Y). Net loss of C$14.10M. More on Capstone Infrastructure Corporation PFD SER A CUM Seeking Alpha’s Quant Rating on Capstone Infrastructure Corporation PFD SER A CUM Dividend scorecard for Capstone Infrastructure Corporation PFD SER A CUM Financial information for Capstone Infrastructure Corporation PFD SER A CUM
Capstone Infrastructure press release ( CPOIF ): FY Revenue of C$262.75M (+19.8% Y/Y). Net loss of C$14.10M. More on Capstone Infrastructure Corporation PFD SER A CUM Seeking Alpha’s Quant Rating on Capstone Infrastructure Corporation PFD SER A CUM Dividend scorecard for Capstone Infrastructure Corporation PFD SER A CUM Financial information for Capstone Infrastructure Corporation PFD SER A CUM
Orion Porfolio Solutions LLC lowered its holdings in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 10.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 261,342 shares of the information services provider's stock after selling 30,371 shares during the quarter. Orion Porfolio Solutions LLC's holdings in Alphabet were ...
Orion Porfolio Solutions LLC lowered its holdings in Alphabet Inc. (NASDAQ:GOOG - Free Report) by 10.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 261,342 shares of the information services provider's stock after selling 30,371 shares during the quarter. Orion Porfolio Solutions LLC's holdings in Alphabet were worth $63,650,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other institutional investors also recently modified their holdings of the business. University of Illinois Foundation bought a new position in Alphabet during the 2nd quarter valued at about $31,000. Manning & Napier Advisors LLC purchased a new position in shares of Alphabet during the third quarter valued at approximately $32,000. Horrell Capital Management Inc. lifted its position in Alphabet by 100.0% during the second quarter. Horrell Capital Management Inc. now owns 200 shares of the information services provider's stock valued at $35,000 after purchasing an additional 100 shares during the period. Tripletail Wealth Management LLC purchased a new stake in Alphabet in the third quarter worth approximately $40,000. Finally, Decker Retirement Planning Inc. grew its position in Alphabet by 60.9% in the 2nd quarter. Decker Retirement Planning Inc. now owns 251 shares of the information services provider's stock worth $45,000 after purchasing an additional 95 shares during the period. 27.26% of the stock is owned by hedge funds and other institutional investors. Get Alphabet alerts: Sign Up Insider Activity In related news, insider John Kent Walker sold 47,574 shares of the company's stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $301.45, for a total value of $14,341,182.30. Following the completion of the transaction, the insider owned 13,227 shares of the company's stock, valued at approximately $3,987,279.15. This repre...