arild lilleboe/iStock via Getty Images Transocean ( RIG ) said Thursday it was awarded a five-well contract for its Deepwater Asgard rig in the eastern Mediterranean Sea by an unnamed operator, with operations set to begin in Q4. Transocean ( RIG ) said it expects the estimated 390-day campaign will add $158M to its backlog, not including extra services and mobilization costs. Combined with recent...
arild lilleboe/iStock via Getty Images Transocean ( RIG ) said Thursday it was awarded a five-well contract for its Deepwater Asgard rig in the eastern Mediterranean Sea by an unnamed operator, with operations set to begin in Q4. Transocean ( RIG ) said it expects the estimated 390-day campaign will add $158M to its backlog, not including extra services and mobilization costs. Combined with recent contracts for four other rigs in Norway and Brazil ( I , II ), Transocean's ( RIG ) total backlog additions have reached ~$1.6B since the beginning of April. More on Transocean Transocean: Rising Day Rates And Cash Flows Mean I'm Getting On Board Transocean: A Long-Term Structural Play On Deepsea Drilling Revival Transocean And Valaris Are Making A Great Move By Joining Forces
P_Wei BlackRock ( BLK ) isn’t just buying the dip—it’s quietly rewriting the scale of institutional Bitcoin ( BTC-USD ) demand. In just 48 hours, the asset manager pulled in a massive $505.7M into its iShares Bitcoin Trust ETF ( IBIT ). The firm added $213.8M on April 14 and $291.9M on April 15, keeping it firmly at the top of ETF inflows. According to Arkham Intelligence, this aggressive accumula...
P_Wei BlackRock ( BLK ) isn’t just buying the dip—it’s quietly rewriting the scale of institutional Bitcoin ( BTC-USD ) demand. In just 48 hours, the asset manager pulled in a massive $505.7M into its iShares Bitcoin Trust ETF ( IBIT ). The firm added $213.8M on April 14 and $291.9M on April 15, keeping it firmly at the top of ETF inflows. According to Arkham Intelligence, this aggressive accumulation has pushed BlackRock’s ( BLK ) total Bitcoin ( BTC-USD ) holdings to $59.31B, with an average client entry price near ~$89K The company's holdings had hit a low on February 25, but since then, they’ve jumped by more than $11B—showing strong comeback demand from big investors. Looking at the bigger picture, U.S. spot Bitcoin ETFs saw $186M in total inflows on April 15, with IBIT bringing in the biggest share, as seen in the SoSovalue chart. Bitcoin ETF inflows (SoSoValue) BlackRock CEO Larry Fink, in a recent interview with CNBC, said, “I believe we are just at the beginning of growing the global capital market,” adding that historically, “buying the dips” has consistently rewarded investors. CNBC: Larry Fink interview (CNBC) His comments align closely with BlackRock’s ( BLK ) current positioning—accumulating even as Bitcoin ( BTC-USD ) trades around $74K, slightly below its recent $75K monthly peak. Meanwhile, the capital isn't limited to Bitcoin ( BTC-USD ) only; other crypto ETFs have also seen inflows. Ethereum ( ETH-USD ) ETFs brought in $67.85M, while Solana ( SOL-USD ) and XRP ( XRP-USD ) ETFs saw $5.36M and $17.11M, respectively. This shows broader institutional appetite across the cryptocurrency market. At the same time, BlackRock ( BLK ) stock traded at $1,051.99 (+0.32%) in pre-market hours, showing positive investor confidence in the firm's ongoing crypto accumulation. More on BlackRock, Bitcoin USD, etc. BlackRock: Time To 'Buy' This Eventual Dividend Aristocrat Now Bitcoin's Price Outlook: Battles 75k Resistance As Bulls Eye Further Gains Market Brief: Bit...
ablokhin/iStock Editorial via Getty Images More than a year after my first analysis, J.B. Hunt Transport Services, Inc. ( JBHT ) has already risen dramatically and given over 50% returns. I can’t blame investors considering JBHT’s solid fundamentals and strong market positioning amid market undercapacity. But now, we are seeing mounting headwinds, which may erode its value. Valuation reflects over...
ablokhin/iStock Editorial via Getty Images More than a year after my first analysis, J.B. Hunt Transport Services, Inc. ( JBHT ) has already risen dramatically and given over 50% returns. I can’t blame investors considering JBHT’s solid fundamentals and strong market positioning amid market undercapacity. But now, we are seeing mounting headwinds, which may erode its value. Valuation reflects overpricing and downside risks. Technicals are still in an uptrend, but overbuying and early bearish divergence trend signals caution. JBHT Q1 2026: A Solid Start Macroeconomic conditions remain uncertain amid stubborn inflation, tariff wars, and geopolitical tensions. Freight and logistics companies are often the first ones to feel the combined impact of these aspects. Even an established business like J.B. Hunt Transport Services, Inc. is not entirely shielded from these mounting headwinds. Yet, its well-diversified business model and strong network capacity allow it to take advantage of the situation. This was visible in its most recent performance. In Q1 2026, its operating revenue amounted to $3.1B , up by 4.6% YoY from $2.9B. This was quite a big difference from my first analysis because revenues dropped by 4.8% YoY. I think this was impressive amid the softer market conditions, driven by weaker consumption and higher cost pressures in most businesses. I think one of the factors that help it is its strategic business diversification. It does not concentrate heavily on traditional truckload services like many companies in the industry. Instead, it caters to various market needs by integrating its own with outsourced platforms and acting as a middleman between shippers and third-party service providers. Another factor is its pricing strategy. For instance, it lowered its revenue per load in the intermodal segment to attract more loads. In other segments like Integrated Capacity Solutions and Truckload, demand was really high, allowing it to raise prices. But more importantl...
DTEK Oil & Gas is looking to tap a fund launched as part of the mineral resources deal between the US and Ukraine for investment, according to people familiar with the matter. The company, owned by Ukraine’s richest man Rinat Akhmetov, is in discussions with the US-Ukraine Reconstruction Investment Fund about potential financing for some of its most complex and expensive projects, said the people,...
DTEK Oil & Gas is looking to tap a fund launched as part of the mineral resources deal between the US and Ukraine for investment, according to people familiar with the matter. The company, owned by Ukraine’s richest man Rinat Akhmetov, is in discussions with the US-Ukraine Reconstruction Investment Fund about potential financing for some of its most complex and expensive projects, said the people, who asked not to be identified because the matter is private. The US International Development Finance Corporation and the Ukrainian government provided $150 million of seed capital to invest in critical minerals, hydrocarbons and infrastructure in the country. The fund, which was started a year ago, made its first investment in March. DTEK Oil & Gas and the DFC declined to comment on the talks. Ukraine’s Ministry of Economy did not respond to requests for comment. For now, any outside funding is on hold as the firm seeks permission from investors in its $275 million bonds to transfer the rights to the projects to special-purpose vehicles, according to an exchange notice. Some of the rights are currently held by NGD Holding B.V., a restricted entity the company used to issue its bonds, which limits the ability of DTEK Oil & Gas to raise new financing. Last week, DTEK Oil & Gas said it is looking to extend the maturity of the bonds by three years to Dec. 2029. As part of the deal, bondholders would also allow the transfer of the development rights to new entities. DTEK Oil & Gas’s infrastructure has been damaged by shelling during the war and repair work is still ongoing. At the same time, its ability to transfer funds outside of Ukraine has been restricted by the National Bank of Ukraine’s capital controls, making it difficult for the company to repay its bond investors.
格隆汇4月16日｜字节跳动宣布前沿技术领域人才校招项目正式启动。据字节介绍，该项目是字节跳动面向全球优秀技术人才推出的招聘项目，涵盖全职和实习生招聘，全职岗位面向博士，实习岗位面向在校博士，开放大模型应用、搜索/推荐/广告、计算机体系结构与系统优化、安全/AI Safety、硬件、AI Coding、AIGC、视频架构、Al for Science等多个技术领域。工作地点包括北京、上海、深圳、杭州...
格隆汇4月16日｜字节跳动宣布前沿技术领域人才校招项目正式启动。据字节介绍，该项目是字节跳动面向全球优秀技术人才推出的招聘项目，涵盖全职和实习生招聘，全职岗位面向博士，实习岗位面向在校博士，开放大模型应用、搜索/推荐/广告、计算机体系结构与系统优化、安全/AI Safety、硬件、AI Coding、AIGC、视频架构、Al for Science等多个技术领域。工作地点包括北京、上海、深圳、杭州、成都、新加坡、悉尼、圣何塞、西雅图和圣地亚哥。
Irish director Lee Cronin follows his Evil Dead reboot with what feels like another Evil Dead film but without a real sense of humour Warner Bros would prefer that you referred to their new hard R take on The Mummy as Lee Cronin’s The Mummy, a bafflingly grandiose insistence that has earned some deserved ridicule online over the past few weeks. It’s partly to separate it from Universal’s upcoming ...
Irish director Lee Cronin follows his Evil Dead reboot with what feels like another Evil Dead film but without a real sense of humour Warner Bros would prefer that you referred to their new hard R take on The Mummy as Lee Cronin’s The Mummy, a bafflingly grandiose insistence that has earned some deserved ridicule online over the past few weeks. It’s partly to separate it from Universal’s upcoming return to the 90s-00s franchise (Blumhouse, the horror hit-makers behind the film, on X posted : “BRENDAN FRASER IS NOT IN LEE CRONIN’S THE MUMMY” last week) as well as what those films represented – safe, family-friendly and easily theme park-able . It’s also an attempt to capitalise on our pop auteur moment, one that Warners has helped to create with Ryan Coogler and Zach Cregger both front and centre of the campaigns for their hit genre films last year (The Mummy’s trailer notably heralds it as “from the studio who brought you Weapons” as if that were to mean all that much). While it is refreshing to see a studio focus on pushing a director over an actor (the last attempt at a Mummy movie relied on the star power of Tom Cruise, a decision that couldn’t stop the film from losing a considerable amount of money), it also speaks to an unearned indulgence and an expedited crowning of a genius before one has really had the chance to prove oneself (a lose-lose of-the-moment trend we need to move away from and one that, to his credit, Cronin was unsure about being a part of). Cronin, an Irish film-maker who has made just two films to date (The Hole in the Ground and Evil Dead Rise ), is an undeniable visual talent but his Mummy is also absurdly, watch-checkingly overlong (134 minutes is an unacceptable length for a genre film as thin as this), tonally unsure and, fatally, not all that scary. It’s also, for something so clearly attributed to just one person, a film so deeply influenced by the work of many, many others. It might not feel like a Mummy movie you’ve seen before but i...
TSLA jumps on AI5 chip progress, Terafab momentum, and a UBS upgrade, but EV weakness and execution risks raise questions on whether the stock is a buy now.
TSLA jumps on AI5 chip progress, Terafab momentum, and a UBS upgrade, but EV weakness and execution risks raise questions on whether the stock is a buy now.
Walmart ( WMT ) is looking to own the last mile of the GLP-1 sales boom by launching a platform that goes beyond prescriptions to combine virtual care and nutrition, according to Axios. The retail giant unveiled an expansion of its Better Care Services platform that included new weight-management offerings for customers on GLP-1s or considering taking them. Walmart ( WMT ) officials indicated that...
Walmart ( WMT ) is looking to own the last mile of the GLP-1 sales boom by launching a platform that goes beyond prescriptions to combine virtual care and nutrition, according to Axios. The retail giant unveiled an expansion of its Better Care Services platform that included new weight-management offerings for customers on GLP-1s or considering taking them. Walmart ( WMT ) officials indicated that the platform connects customers with providers offering weight management tools, as well as mental health and urgent care. As part of the expansion. The Better Care Services platform features obesity and weight management support offerings from Aaptiv, Berry Street, Curai Health, MyCare by Twin Health, and Wheel. Notably, Walmart ( WMT ) is also adding a redesigned GLP-1 section on its website to aid customers in finding related products and services. Shares of Walmart ( WMT ) are up 12% on a year-to-date basis. More on Walmart Walmart Inc. (WMT) Presents at J.P. Morgan Retail Round Up Forum 2026 Transcript Walmart: Mounting Headwinds And High Valuation Warrant A Downgrade As A Stock, Walmart Offers Poor Value While Kroger Is Priced At A Discount Fashion moves: Walmart launches a collection tied to The Devil Wears Prada Walmart announces a redesign of its Great Value brand
PashaIgnatov/iStock via Getty Images The Alpha Architect 1-3 Month Box ETF ( BOXX ) is an actively managed ETF that aims to provide investment results that, before fees and expenses, equal or exceed the price and yield performance of an investment that tracks the 1-3 month sector of the United States Treasury Bill market while offering primarily capital gain tax treatment on any gains or losses. T...
PashaIgnatov/iStock via Getty Images The Alpha Architect 1-3 Month Box ETF ( BOXX ) is an actively managed ETF that aims to provide investment results that, before fees and expenses, equal or exceed the price and yield performance of an investment that tracks the 1-3 month sector of the United States Treasury Bill market while offering primarily capital gain tax treatment on any gains or losses. The fund attempts to do this through long- and short-dated SPX options that are structured as box spreads (which synthetically create a zero-coupon bond). I am initiating BOXX as a buy on Seeking Alpha. The pre-tax return tracks T-bills closely, and the after-tax return for a high-bracket taxable investor is meaningfully better than SGOV, which is the entire point of holding it. With my rates view of one Fed cut at most in 2026, the front-end yield environment is favorable, and the structural after-tax pickup compounds at approx. 60-70 bps annually for the investors that should be holding this product. However, Section 1258 tax overhang is real and is what keeps this from being a strong buy. What is a Box(x) Spread? The box spread strategy is what BOXX revolves around. A box spread is a four-leg options combination that synthetically replicates a zero-coupon bond. The structure uses four SPX (not SPY ) options, all with the same expiration date, at two different strike prices. A box spread uses a long call and a short put at a lower strike (the synthetic long), combined with a short call and a long put at a higher strike (the synthetic short). The synthetic long and the synthetic short cancel each other out, which means the combined position has zero exposure to where the S&P 500 actually trades. What remains is a guaranteed payoff at expiration equal to the difference between the two strike prices. As an example, the SPX is at 7,000, and an investor constructs a 60-day box spread using the 6,500 and 7,500 strikes. The four legs are as follows: buy the 6,500 call, write the ...
Richard Drury/DigitalVision via Getty Images Investment Thesis Flash memory maker Sandisk Corp. ( SNDK ) has rallied ~2600% over the past 12 months and ~275% since the year began. Revenues are already up 23% to $8.9B, while midpoint sell-side projections estimate Sandisk will eventually end its FY26 with revenues of $16B, up 118%. Simultaneously, EPS will have grown 1340% to $43 per share, accordi...
Richard Drury/DigitalVision via Getty Images Investment Thesis Flash memory maker Sandisk Corp. ( SNDK ) has rallied ~2600% over the past 12 months and ~275% since the year began. Revenues are already up 23% to $8.9B, while midpoint sell-side projections estimate Sandisk will eventually end its FY26 with revenues of $16B, up 118%. Simultaneously, EPS will have grown 1340% to $43 per share, according to the same midpoint projections. All these gains for Sandisk have come solely because demand for memory and flash storage has skyrocketed, leading to the exponentially surging prices of NAND flash storage, which has grown ~675% since last July. But what happens when that astronomical growth in NAND flash spot prices stops? In my analysis below, I highlight how a pullback in NAND flash prices will likely create temporary transitional volatility in the monstrous run seen in Sandisk’s shares so far. I am advising caution to investors in Sandisk because I believe there may be better buy points coming ahead. NAND Prices Begin To Finally Normalize - Impact To Sandisk? If investors look at my coverage archive on Sandisk and review my January and February coverages this year, they will notice that I have mentioned one clear tailwind for Sandisk’s flash storage components and products: AI inference. Exhibit A: Author’s coverage history on Sandisk’s shares. (Seeking Alpha) The sudden yet explosive demand for AI inference has been instrumental in highlighting the wide gap in supply that the entire NAND flash industry experienced over the last few months. Since NAND flash supply was constrained but demand remained stubbornly elevated, the NAND industry reacted via a positive price elastic function, significantly raising the prices of NAND flash components. As seen below, through February, spot prices of NAND Flash Wafers rose 675% since July to a high in excess of ~$22 per wafer. Exhibit B: NAND Flash spot prices appear to be normalizing. (Datatrack) However, since March, NAND flas...
Tesla stock is up again today, poised to finish the week higher and snap a current 8-week losing streak. News on the chipmaking front may be boosting the stock.
Tesla stock is up again today, poised to finish the week higher and snap a current 8-week losing streak. News on the chipmaking front may be boosting the stock.
Tesla stock slipped in early trade but is poised to finish the week higher and snap a current eight-week losing streak. News on the chipmaking front may be boosting the stock.
Tesla stock slipped in early trade but is poised to finish the week higher and snap a current eight-week losing streak. News on the chipmaking front may be boosting the stock.