Polls have indicated that a majority of Americans approve of some aspects of Trump's immigration agenda, but do not support the more aggressive tactics used by immigration agents in the field. That presents an issue for Republicans heading into an election year, and Noem's removal suggests Trump saw a need to make a change.
Polls have indicated that a majority of Americans approve of some aspects of Trump's immigration agenda, but do not support the more aggressive tactics used by immigration agents in the field. That presents an issue for Republicans heading into an election year, and Noem's removal suggests Trump saw a need to make a change.
Alones Creative/iStock via Getty Images Investment thesis. With the Iranian regime apparently having survived the initial shock of having a large swathe of its leadership now removed, it is now showing signs of resilience in fast decision-making and a willingness to turn this into a conflict of endurance. On one hand, it is completely outmatched militarily, and is under heavy attack, with little t...
Alones Creative/iStock via Getty Images Investment thesis. With the Iranian regime apparently having survived the initial shock of having a large swathe of its leadership now removed, it is now showing signs of resilience in fast decision-making and a willingness to turn this into a conflict of endurance. On one hand, it is completely outmatched militarily, and is under heavy attack, with little to show as an effective response in terms of inflicting military success. On the other hand, with its immediate and seemingly unwavering decision to close the Strait of Hormuz, it has effectively taken the global economy hostage. As I shall explain, we probably have about a hundred days to find a way out of this before we risk a global economic implosion. At the same time, the market ( SPY ) will be largely aimless for another week or so, because if this war ends soon, it will have little impact from the market's perspective (not mentioning the human cost), therefore the market will still be pricing this possibility in. For now, I have the market as a hold, given my heavy allocation in oil and precious metals, which makes for a steady position going into this crisis. If this crisis lasts, I will switch to cautious, incremental bargain hunting. Global Energy Markets are Facing Massive Disruption It is day six of this conflict as I write this. With energy shipments through the Strait of Hormuz disrupted, the world probably lost about 100 million barrels of oil in supplies so far. It should be noted, however, that much of this oil will likely be found in regional storage facilities, and they will be tapped after the war. If it remains completely shut for the next 100 days, we could be looking at a loss of roughly 1 to 2 billion barrels in supplies. The world is also set to lose about 60 Bcm of LNG for the period. The latter should not produce widespread global effects, but rather some degree of shortages for some nations. India , for instance, has already taken measures to rati...
Richard Drury/DigitalVision via Getty Images Overview As the U.S. indices continue to trade sideways and see elevated levels of volatility, this may increase the appeal of global funds for investors. The abrdn Global Dynamic Dividend Fund ( AGD ) offers investors exposure to a global range of securities while providing a double-digit dividend yield. When I previously covered AGD, I issued a hold r...
Richard Drury/DigitalVision via Getty Images Overview As the U.S. indices continue to trade sideways and see elevated levels of volatility, this may increase the appeal of global funds for investors. The abrdn Global Dynamic Dividend Fund ( AGD ) offers investors exposure to a global range of securities while providing a double-digit dividend yield. When I previously covered AGD, I issued a hold rating due to the elevated valuation at the time. Since my last coverage, AGD has released an updated annual report for 2025, which prompted me to revisit the fund's performance, value proposition, and outlook for 2026. Looking at the performance over the last twelve months, we can see that AGD's share price has increased by about 16.9%. The fund has traded sideways over the last few months, following a large run through 2025. When including all distributions that were paid out to shareholders, the total return jumps up to 31.1% over the same time frame. AGD now offers investors a starting dividend yield of 11.9% while prioritizing monthly distributions. This makes the fund an enticing choice for investors seeking a source of monthly income, but there are some risks that should be considered. Data by YCharts The fund's price-to-NAV valuation has declined a bit, but the fund still trades at the higher end of its price-to-NAV historical range. Therefore, entry here may not be ideal for investors looking for an attractive opportunity in the market. However, valuation is a bit tricky because the upside growth may continue if global conflicts worsen over the next few quarters. Conversely, AGD may trade downward if the selloff in the technology sector continues. So let's start by reviewing the strategy that's implemented to generate earnings. Portfolio Strategy According to the latest fact sheet , AGD has total net assets of $302.5M that are spread across a diverse range of equities. The fund has a listed expense ratio that is quite high at 1.32%. Since AGD is structured as a clos...
April Nymex natural gas (NGJ26) on Thursday closed up by +0.086 (+2.95%). April nat-gas prices rallied on Thursday and settled higher due to a larger-than-expected storage withdrawal. The EIA reported that nat-gas inventories for the week ended February 27 fell by -132 bcf, a larger draw than expectations of -124 bcf. Don’t Miss a Day: Gains in nat-gas prices were limited on Thursday amid forecast...
April Nymex natural gas (NGJ26) on Thursday closed up by +0.086 (+2.95%). April nat-gas prices rallied on Thursday and settled higher due to a larger-than-expected storage withdrawal. The EIA reported that nat-gas inventories for the week ended February 27 fell by -132 bcf, a larger draw than expectations of -124 bcf. Don’t Miss a Day: Gains in nat-gas prices were limited on Thursday amid forecasts of warmer US weather, potentially reducing nat-gas heating demand. On Thursday, the Commodity Weather Group said above-average temperatures are expected across the eastern half of the US through March 14. Nat-gas prices surged Monday and Tuesday due to the war in Iran. On Monday, Qatar shut its Ras Laffan plant, the world’s largest natural gas export facility, after it was targeted by an Iranian drone attack. The Ras Laffan plant accounts for about 20% of global liquefied natural gas supply, and its closure could boost US nat-gas exports. Nat-gas prices also had carryover support from Tuesday’s surge in European nat-gas prices to a 3-year high. US (lower-48) dry gas production on Thursday was 113.1 bcf/day (+5.6% y/y), according to BNEF. Lower-48 state gas demand on Thursday was 81.4 bcf/day (-6.9% y/y), according to BNEF. Estimated LNG net flows to US LNG export terminals on Thursday were 19.1 bcf/day (-2.3% w/w), according to BNEF. Projections for higher US nat-gas production are bearish for prices. On February 17, the EIA raised its forecast for 2026 US dry nat-gas production to 109.97 bcf/day from last month’s estimate of 108.82 bcf/day. US nat-gas production is currently near a record high, with active US nat-gas rigs posting a 2.5-year high last Friday. Natural gas prices surged to a 3-year high on January 28, driven by the massive storm that disrupted the US with Arctic cold weather. The well below normal temperatures caused freeze-ups in gas wells, disrupted production in Texas and elsewhere, and drove a spike in demand for natural gas for heating. About 50 billio...
Meme token giant Dogecoin (DOGE 8.70%) is once again near the top of the list of today's biggest decliners in the cryptocurrency sector. Down 7.7% over the past 24 hours as of 4:20 p.m. ET, this top meme token isn't seeing the sort of "party on" momentum many thought may be coming back following yesterday's impressive double-digit surge higher. Expand CRYPTO : DOGE Dogecoin Today's Change ( -8.70 ...
Meme token giant Dogecoin (DOGE 8.70%) is once again near the top of the list of today's biggest decliners in the cryptocurrency sector. Down 7.7% over the past 24 hours as of 4:20 p.m. ET, this top meme token isn't seeing the sort of "party on" momentum many thought may be coming back following yesterday's impressive double-digit surge higher. Expand CRYPTO : DOGE Dogecoin Today's Change ( -8.70 %) $ -0.01 Current Price $ 0.09 Key Data Points Market Cap $14B Day's Range $ 0.09 - $ 0.10 52wk Range $ 0.08 - $ 0.30 Volume 1.5B So, was it just near-term profit-taking by traders that drove today's price action, or is something more nefarious to blame for today's decline? Let's dive into the investment thesis around Dogecoin. Why is Dogecoin taking a nap today? This community-driven cryptocurrency was once the go-to for many crypto enthusiasts and investors seeking to benefit from the quickly rising asset prices in this nascent sector. That said, with sentiment being so bearish (even after yesterday's nice spike higher), it's hard to make the case that the sort of double-digit rally we saw yesterday will be one that can be replicated many times over, as we saw during prior rallies in the pandemic era. Also a low-cost peer-to-peer payment token, DOGE has seen some utility as a tipping tool for online payments and other value transfers. However, recent efforts tied to the House of Doge haven't necessarily produced the kind of real-world results many have hoped for. At least, thus far. Given a relative lack of movement on key metrics such as total value locked, transaction volume, active wallets, and other factors I closely follow, it appears today's price action in Dogecoin is more tied to deteriorating investor sentiment and profit-taking following yesterday's move. As such, investors and speculators thinking about whether this is a dip worth buying have plenty to chew on. While Dogecoin is too speculative an asset for my taste, I can also understand the bull case that ma...
Key Points Following an incredible rally of more than 15% in yesterday's session, Dogecoin's 7% decline today saw a big chunk of those gains get wiped out. Investors continue to search for clues around the direction of travel for momentum in this token, which is highly sensitive to sector-wide sentiment shifts. Here's what to make of today's move, and whether investors may want to consider legging...
Key Points Following an incredible rally of more than 15% in yesterday's session, Dogecoin's 7% decline today saw a big chunk of those gains get wiped out. Investors continue to search for clues around the direction of travel for momentum in this token, which is highly sensitive to sector-wide sentiment shifts. Here's what to make of today's move, and whether investors may want to consider legging into this dip. 10 stocks we like better than Dogecoin › Meme token giant Dogecoin (CRYPTO: DOGE) is once again near the top of the list of today's biggest decliners in the cryptocurrency sector. Down 7.7% over the past 24 hours as of 4:20 p.m. ET, this top meme token isn't seeing the sort of "party on" momentum many thought may be coming back following yesterday's impressive double-digit surge higher. So, was it just near-term profit-taking by traders that drove today's price action, or is something more nefarious to blame for today's decline? Let's dive into the investment thesis around Dogecoin. 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 is Dogecoin taking a nap today? This community-driven cryptocurrency was once the go-to for many crypto enthusiasts and investors seeking to benefit from the quickly rising asset prices in this nascent sector. That said, with sentiment being so bearish (even after yesterday's nice spike higher), it's hard to make the case that the sort of double-digit rally we saw yesterday will be one that can be replicated many times over, as we saw during prior rallies in the pandemic era. Also a low-cost peer-to-peer payment token, DOGE has seen some utility as a tipping tool for online payments and other value transfers. However, recent efforts tied to the House of Doge haven't necessarily produced the kind of real-world results many have hoped for. At least, thus far. Gi...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. AWS data centers in the United Arab Emirates and Bahrain were hit by drone strikes, causing structural damage and service outages. The attacks directly affected Amazon Web Services infrastructure and disrupted some regional clou...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. AWS data centers in the United Arab Emirates and Bahrain were hit by drone strikes, causing structural damage and service outages. The attacks directly affected Amazon Web Services infrastructure and disrupted some regional cloud operations. Amazon is working on recovery and has warned customers about ongoing risks and the possibility of prolonged outages. For investors watching Amazon.com, ticker NasdaqGS:AMZN, the incident puts fresh attention on the role of AWS in the broader business. The stock last closed at $216.82, with a 3 year return of 130.9% and a 1 year return of 4.1%, while the 30 day return shows a 10.8% decline and year to date performance is a 4.3% decline. These mixed returns frame a moment where operational risk, in addition to valuation metrics, is front and center. Looking ahead, the key questions for you are how quickly Amazon can restore full AWS services in the region and what changes follow for its risk management and data center footprint. The episode may also influence how enterprise customers think about geographic redundancy, multi cloud setups and contractual protections when they rely on hyperscale providers for critical workloads. Stay updated on the most important news stories for Amazon.com by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Amazon.com. NasdaqGS:AMZN 1-Year Stock Price Chart Is Amazon.com's balance sheet strong enough for future acquisitions? Dive into our detailed financial health analysis. The drone strikes on AWS data centers bring operational risk and legal exposure into sharp focus for Amazon.com. Physically, the attacks have damaged facilities in the UAE and Bahrain, disrupted power and connectivity, and triggered fire suppression that caused additional water damage. On the legal a...
ContextLogic press release ( LOGC ): Q4 GAAP EPS of -$0.52. On December 8, 2025, ContextLogic announced the planned $907.5 million acquisition of US Salt and subsequently completed the transaction on February 26, 2026. Net loss was $13 million, compared to a net loss of $2 million in the fourth quarter of fiscal year 2024. As of December 31, 2025, the Company had $77 million in cash and cash equiv...
ContextLogic press release ( LOGC ): Q4 GAAP EPS of -$0.52. On December 8, 2025, ContextLogic announced the planned $907.5 million acquisition of US Salt and subsequently completed the transaction on February 26, 2026. Net loss was $13 million, compared to a net loss of $2 million in the fourth quarter of fiscal year 2024. As of December 31, 2025, the Company had $77 million in cash and cash equivalents and $141 million in marketable securities. The Company had total liabilities of $7 million. More on ContextLogic ContextLogic: Why We Exited But Continue To Follow Closely ContextLogic Makes Its Move ContextLogic Holdings Inc. (LOGC) US Salt, LLC - M&A Call - Slideshow ContextLogic to acquire US Salt in $907.5 million deal Seeking Alpha’s Quant Rating on ContextLogic
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Broadcom’s results as the CEO predicts AI chip sales will top $100 billion next year. Plus, Anthropic has restarted talks with the Pentagon following the feud over AI use by the military, according to a person familiar with the matter. And, Founders Fund General Partner Trae Stephens and Nominal CEO Cameron McCord discuss the startup's latest funding...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Broadcom’s results as the CEO predicts AI chip sales will top $100 billion next year. Plus, Anthropic has restarted talks with the Pentagon following the feud over AI use by the military, according to a person familiar with the matter. And, Founders Fund General Partner Trae Stephens and Nominal CEO Cameron McCord discuss the startup's latest funding and its efforts to modernize manufacturing. (Source: Bloomberg)
Surge Energy press release ( ZPTAF ): Q4 Non-GAAP EPS of C$0.55. Revenue of C$126.3M. More on Surge Energy Seeking Alpha’s Quant Rating on Surge Energy Historical earnings data for Surge Energy Dividend scorecard for Surge Energy Financial information for Surge Energy
Surge Energy press release ( ZPTAF ): Q4 Non-GAAP EPS of C$0.55. Revenue of C$126.3M. More on Surge Energy Seeking Alpha’s Quant Rating on Surge Energy Historical earnings data for Surge Energy Dividend scorecard for Surge Energy Financial information for Surge Energy
NOT FOR DISSEMINATION IN THE UNITED STATES OR FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES HALIFAX, Nova Scotia, March 05, 2026 (GLOBE NEWSWIRE) -- NOVA LEAP HEALTH CORP. (TSXV: NLH) (“Nova Leap” or “the Company”), a growing provider of home-based and community care services in North America, is pleased to announce the release of financial results for the year ended December 31, 2025. All amounts ar...
NOT FOR DISSEMINATION IN THE UNITED STATES OR FOR DISTRIBUTION TO U.S. NEWSWIRE SERVICES HALIFAX, Nova Scotia, March 05, 2026 (GLOBE NEWSWIRE) -- NOVA LEAP HEALTH CORP. (TSXV: NLH) (“Nova Leap” or “the Company”), a growing provider of home-based and community care services in North America, is pleased to announce the release of financial results for the year ended December 31, 2025. All amounts are in United States dollars unless otherwise specified. 2025 marked the strongest financial year in Nova Leap’s history, as the Company set record annual results across consolidated operations and in both the Canadian and U.S. segments, including the following: Record consolidated revenues; Record consolidated gross margin; Record consolidated Adjusted EBITDA; Record Canadian operating segment revenues; Record Canadian operating segment gross margin; Record Canadian operating segment Adjusted EBITDA; Record U.S. operating segment revenues; Record U.S. operating segment gross margin; and Record U.S. operating segment Adjusted EBITDA. Nova Leap Q4 2025 and Year End Financial Results Financial results for the three and twelve months ended December 31, 2025 include the following: 2025 Adjusted EBITDA of $2,046,173 is the highest in the Company’s history and represents a 31.0% increase over 2024 Adjusted EBITDA of $1,561,761 (see calculation of Adjusted EBITDA below). Q4 2025 Adjusted EBITDA of $508,500 was an increase of 23.1% over Q4 2024 Adjusted EBITDA of $412,947 and a decrease of 24.2% over Q3 2025 Adjusted EBITDA of $670,706. Gross profit margin as a percentage of revenues increased to 39.7% in 2025 from 38.4% in 2024. Gross profit margin increased to 39.8% in Q4 2025 from 39.6% in Q3 2025. In 2025, operating income was $1,105,998, a $242,286 or 28.1% increase over 2024 operating income of $863,712. In Q4 2025, the Company achieved operating income of $261,854 compared to $418,553 in Q3 2025 and $221,184 in Q4 2024. 2025 annual revenues of $31.5 million increased 22.2% fro...
On February 17, 2026, Ophir Asset Management disclosed a new position in The Andersons (ANDE 2.08%), acquiring 728,724 shares worth $38.75 million. What happened According to a SEC filing dated February 17, 2026, Ophir Asset Management initiated a new position in The Andersons by acquiring 728,724 shares. The quarter-end position value increased by $38.75 million due to the new position initiation...
On February 17, 2026, Ophir Asset Management disclosed a new position in The Andersons (ANDE 2.08%), acquiring 728,724 shares worth $38.75 million. What happened According to a SEC filing dated February 17, 2026, Ophir Asset Management initiated a new position in The Andersons by acquiring 728,724 shares. The quarter-end position value increased by $38.75 million due to the new position initiation, and the stake now represents 4.35% of the fund's reportable U.S. equity assets. What else to know Top holdings after the filing: NYSE:VVX: $49.76 million (5.6% of AUM) NYSE:AIR: $45.49 million (5.1% of AUM) NASDAQ:SIMO: $43.34 million (4.9% of AUM) NASDAQ:HURN: $42.24 million (4.7% of AUM) NASDAQ:MRX: $41.70 million (4.7% of AUM) As of Thursday, shares of The Andersons were priced at $63.57, up 54% over the past year and vastly outperforming the S&P 500’s roughly 16% gain in the same period. Company overview Metric Value Revenue (TTM) $11 billion Net income (TTM) $95.7 million Dividend yield 1.2% Price (as of Thursday) $63.57 Company snapshot The Andersons offers grain merchandising, ethanol production, plant nutrients, and related agricultural products and services. The company generates revenue through commodity trading, logistics, ethanol sales, and the manufacturing/distribution of plant nutrients and specialty products. It serves commercial and family farmers, ethanol producers, agribusinesses, and industrial clients in the U.S. and internationally. The Andersons is a diversified agribusiness with a strong presence in grain trading, renewables, and plant nutrient markets. Its integrated operations enable efficient supply chain management and value-added services for agricultural producers and industrial customers. The company's scale and expertise in commodity logistics, ethanol production, and crop nutrient manufacturing support its role as a key supplier in the North American agricultural sector. What this transaction means for investors Agriculture is one of those...
On February 13, 2026, Kettle Hill Capital Management, LLC disclosed a new position in RH (RH +0.35%). What happened According to an SEC filing dated February 13, 2026, Kettle Hill Capital Management, LLC reported acquiring 161,122 shares of RH as a new position. The estimated transaction value for the quarter was $28.87 million, based on the average share price over the period. The quarter-end val...
On February 13, 2026, Kettle Hill Capital Management, LLC disclosed a new position in RH (RH +0.35%). What happened According to an SEC filing dated February 13, 2026, Kettle Hill Capital Management, LLC reported acquiring 161,122 shares of RH as a new position. The estimated transaction value for the quarter was $28.87 million, based on the average share price over the period. The quarter-end value of the position was also $28.87 million, reflecting both the new shares and any price movement during the fourth quarter. What else to know This new position represents 6.4% of Kettle Hill Capital Management’s reportable U.S. equity assets as of December 31, 2025. Top holdings after the filing include: NYSE: ESTC: $29.69 million (6.6% of AUM) NYSE: U: $29.06 million (6.5% of AUM) NYSE: RH: $28.87 million (6.4% of AUM) NASDAQ:PENN: $26.16 million (5.8% of AUM) NASDAQ:WYNN: $25.89 million (5.8% of AUM) As of February 13, 2026, RH shares were priced at $205.06, down 46.1% over the past year and underperforming the S&P 500 by 57.9 percentage points. Company overview Metric Value Price (as of market close February 13, 2026) $205.06 Market capitalization $3.85 billion Revenue (TTM) $3.41 billion Net income (TTM) $109.93 million Company snapshot Offers a broad range of home furnishings, including furniture, lighting, textiles, bathware, décor, outdoor and garden products, and specialty lines for children and teens. Generates revenue primarily through direct-to-consumer sales via retail galleries, catalogs (Source Books), and multiple branded e-commerce platforms. Targets affluent residential customers seeking premium home furnishings and design-driven products in the United States, Canada, and the United Kingdom. RH is a leading specialty retailer in the home furnishings sector, operating a multi-channel platform that combines luxury retail galleries, curated catalogs, and digital commerce. The company leverages a differentiated product assortment and immersive showroom experie...
In recent days, Oracle has moved to cut thousands of jobs and rein in costs amid a cash squeeze driven by its aggressive AI data center buildout, even as it faces multiple securities lawsuits over that same infrastructure strategy and its funding risks. At the same time, Oracle is rolling out new AI-powered products such as its Construction and Engineering Advisor for Safety, underscoring that it ...
In recent days, Oracle has moved to cut thousands of jobs and rein in costs amid a cash squeeze driven by its aggressive AI data center buildout, even as it faces multiple securities lawsuits over that same infrastructure strategy and its funding risks. At the same time, Oracle is rolling out new AI-powered products such as its Construction and Engineering Advisor for Safety, underscoring that it is still investing heavily in advanced cloud and AI capabilities despite tighter financial conditions and heightened scrutiny. We’ll now examine how large-scale layoffs to ease AI expansion pressures may reshape Oracle’s investment narrative built around aggressive infrastructure growth. Uncover the next big thing with 30 elite penny stocks that balance risk and reward. Oracle Investment Narrative Recap To own Oracle here, you have to believe its huge AI infrastructure bet and software footprint can convert today’s debt-fueled expansion into durable, high-margin cloud and AI revenue. The latest layoff plans and cash squeeze highlight that the key near term catalyst is still execution on AI data center buildout and backlog conversion, while the biggest risk is overextension to a small group of AI customers; the job cuts and lawsuits may increase investor focus on that funding and demand risk, but do not yet fundamentally change it. Against that backdrop, Oracle’s new Construction and Engineering Advisor for Safety is a useful reminder that the company is not just building raw infrastructure; it is also shipping AI-powered applications that sit on top of that stack. For investors, products like Advisor for Safety show how Oracle is trying to translate its AI investments into concrete industry solutions that could help justify high capital spending and support the long-term cloud and AI growth story, even as the balance sheet and legal overhang draw more attention. Yet despite this push into AI applications, investors should be aware of the mounting concerns around Oracle’s ri...
In recent days, Oracle has moved to cut thousands of jobs and rein in costs amid a cash squeeze driven by its aggressive AI data center buildout, even as it faces multiple securities lawsuits over that same infrastructure strategy and its funding risks. At the same time, Oracle is rolling out new AI-powered products such as its Construction and Engineering Advisor for Safety, underscoring that it ...
In recent days, Oracle has moved to cut thousands of jobs and rein in costs amid a cash squeeze driven by its aggressive AI data center buildout, even as it faces multiple securities lawsuits over that same infrastructure strategy and its funding risks. At the same time, Oracle is rolling out new AI-powered products such as its Construction and Engineering Advisor for Safety, underscoring that it is still investing heavily in advanced cloud and AI capabilities despite tighter financial conditions and heightened scrutiny. We’ll now examine how large-scale layoffs to ease AI expansion pressures may reshape Oracle’s investment narrative built around aggressive infrastructure growth. Uncover the next big thing with 30 elite penny stocks that balance risk and reward. Oracle Investment Narrative Recap To own Oracle here, you have to believe its huge AI infrastructure bet and software footprint can convert today’s debt-fueled expansion into durable, high-margin cloud and AI revenue. The latest layoff plans and cash squeeze highlight that the key near term catalyst is still execution on AI data center buildout and backlog conversion, while the biggest risk is overextension to a small group of AI customers; the job cuts and lawsuits may increase investor focus on that funding and demand risk, but do not yet fundamentally change it. Against that backdrop, Oracle’s new Construction and Engineering Advisor for Safety is a useful reminder that the company is not just building raw infrastructure; it is also shipping AI-powered applications that sit on top of that stack. For investors, products like Advisor for Safety show how Oracle is trying to translate its AI investments into concrete industry solutions that could help justify high capital spending and support the long-term cloud and AI growth story, even as the balance sheet and legal overhang draw more attention. Yet despite this push into AI applications, investors should be aware of the mounting concerns around Oracle’s ri...
Athabasca Oil press release ( ATHOF ): FY GAAP EPS of $0.24. Revenue of $301.0M. Cash Flow: Adjusted Funds Flow of $504 million ($1.01 per share). Cash flow from operating activities of $520 million. Free Cash Flow of $217 million from Athabasca (Thermal Oil) demonstrates the resilience of a quality asset base and clean balance sheet. DEC growth was self-funded separately within its cash flow and ...
Athabasca Oil press release ( ATHOF ): FY GAAP EPS of $0.24. Revenue of $301.0M. Cash Flow: Adjusted Funds Flow of $504 million ($1.01 per share). Cash flow from operating activities of $520 million. Free Cash Flow of $217 million from Athabasca (Thermal Oil) demonstrates the resilience of a quality asset base and clean balance sheet. DEC growth was self-funded separately within its cash flow and balance sheet. Capital Program: $323 million total capital expenditures, consistent with guidance, including $231 million at Leismer to support the progressive growth project and $75 million in Duvernay development. Shareholder Returns: Purchased 39 million shares through the Company’s buyback program for an aggregate $230 million, demonstrating its commitment to return 100% of Free Cash Flow to shareholders in 2025. The Company has now purchased ~$720 million in shares and has reduced its fully diluted share count by 24% since commencing the buyback program in 2023. Following the expiry of its current Normal Course Issuer Bid (“NCIB”) on March 17, 2026 the Company will renew a fourth annual NCIB with the Toronto Stock Exchange. More on Athabasca Oil Corporation Athabasca Oil: The Peak Price May Be Near Seeking Alpha’s Quant Rating on Athabasca Oil Corporation Historical earnings data for Athabasca Oil Corporation Financial information for Athabasca Oil Corporation
Donald Trump boasted about severing ties between the US military and Anthropic on Thursday, the same day multiple reports said that negotiations between the Department of Defense and the AI startup had resumed. They’re among the latest developments in the twisting rift between the US government and the AI company. “Well, I fired Anthropic. Anthropic is in trouble because I fired [them] like dogs, ...
Donald Trump boasted about severing ties between the US military and Anthropic on Thursday, the same day multiple reports said that negotiations between the Department of Defense and the AI startup had resumed. They’re among the latest developments in the twisting rift between the US government and the AI company. “Well, I fired Anthropic. Anthropic is in trouble because I fired [them] like dogs, because they shouldn’t have done that,” Trump told Politico on Thursday. Hours later, the Pentagon officially designated Anthropic a “supply chain risk”, a move that prevents all government contractors from using the company’s technology. The label has never been used before against a US company. “DoW officially informed Anthropic leadership the company and its products are deemed a supply chain risk, effective immediately,” a Pentagon official told Bloomberg. But at the same time, there were reports of a thawing. Negotiations had restarted between the Pentagon and Anthropic over the military’s use of the company’s AI and the contract between the two, according to the Financial Times and Bloomberg. Anthropic’s products, which include the popular Claude chatbot and coding assistant, are integrated into Palantir’s Maven system, a newly vital tool of military intelligence that was used in recent strikes on Iran, according to the Washington Post. Anthropic’s CEO, Dario Amodei, has been discussing the Pentagon’s contract with Emil Michael, the undersecretary of defense for research and engineering and a former Uber executive, per Bloomberg. The two strongly dislike one another, the New York Times reported. Trump last week ordered the entire federal government to cease using Anthropic’s tech, after the company refused a deal with the government over concerns its model could be used for domestic mass surveillance or fully autonomous weapons. Both the state and treasury departments already began severing ties, according to their respective heads. Pete Hegseth, the US defense secret...