When Apple (NASDAQ: AAPL) introduced the iPhone in 2007, the company struck a chord. The idea of combining productivity features from its computers with music, photography, and other applications gave birth to a device no one knew they needed: a phone that is also an on-the-go, handheld computer. The iPhone has undoubtedly become a revolutionary product for Apple as the device transformed the comp...
When Apple (NASDAQ: AAPL) introduced the iPhone in 2007, the company struck a chord. The idea of combining productivity features from its computers with music, photography, and other applications gave birth to a device no one knew they needed: a phone that is also an on-the-go, handheld computer. The iPhone has undoubtedly become a revolutionary product for Apple as the device transformed the company from personal computing to a comprehensive consumer electronics and services business. Whether investors realize it or not, Tesla (NASDAQ: TSLA) may be on the cusp of making a similar pivot. Let's explore how Tesla is moving beyond electric vehicles as it seeks to build a robotics platform powered by artificial intelligence (AI). Continue reading
The Morning Bull - US Market Morning Update Wednesday, Feb, 25 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors weigh stronger US hiring, lower long term interest rates and a softer housing market. ADP data show private employers adding an average of 12,750 jobs per week over the past month, which hints that paychecks and co...
The Morning Bull - US Market Morning Update Wednesday, Feb, 25 2026 US stock futures are pointing slightly higher this morning, with E-mini S&P 500 contracts up about 0.1%, as investors weigh stronger US hiring, lower long term interest rates and a softer housing market. ADP data show private employers adding an average of 12,750 jobs per week over the past month, which hints that paychecks and consumer spending are still holding up. At the same time, the 10 year Treasury yield is sitting...
Nvidia shares were up 0.5% to $193.71 in premarket trading Wednesday. The stock has climbed 2.6% over the past five trading days. The chip-maker’s fourth-quarter earnings, to be released after the bell Wednesday, will be seen as a bellwether for artificial-intelligence spending.
Nvidia shares were up 0.5% to $193.71 in premarket trading Wednesday. The stock has climbed 2.6% over the past five trading days. The chip-maker’s fourth-quarter earnings, to be released after the bell Wednesday, will be seen as a bellwether for artificial-intelligence spending.
George Saravelos , the Deutsche Bank AG analyst who wrote a controversial report that became the subject of US ire, has committed to “keep writing,” saying the incident highlighted the importance of independent research. Saravelos warned last month that President Donald Trump’s threats over Greenland may prompt Europe to become less willing to hold US assets . Days later, Treasury Secretary Scott ...
George Saravelos , the Deutsche Bank AG analyst who wrote a controversial report that became the subject of US ire, has committed to “keep writing,” saying the incident highlighted the importance of independent research. Saravelos warned last month that President Donald Trump’s threats over Greenland may prompt Europe to become less willing to hold US assets . Days later, Treasury Secretary Scott Bessent said that the German bank’s CEO had called to dismiss the report . “The episode reaffirmed the importance of research independence,” Saravelos said in an interview with Bloomberg TV on Wednesday, adding he received “a tremendous amount of support” from clients and colleagues. The bank’s global head of FX research meanwhile downplayed the challenges faced by analysts operating in a charged political environment. “As long as you write solid analysis, that tries to be objective and focused on markets rather than politics, I wouldn’t say it’s that difficult. We keep writing and clients like to read us,” said Saravelos. At the time of the controversy, a spokesperson for Deutsche Bank said that “as a matter of long-standing policy, Deutsche Bank Research is independent in their work, therefore views expressed in individual research notes do not necessarily represent the view of the bank’s management.” Saravelos’ previous calls include forecasting the dollar to drop as growth and equity returns pick up outside the US; contending that markets are “too complacent” about threats to the Federal Reserve’s independence; and suggesting the Trump administration eases the risks of the US’s “unsustainable” fiscal position by encouraging more domestic buying of Treasuries.
GMVozd/E+ via Getty Images Introduction The last time I covered Fresh Del Monte Produce ( FDP ), I titled the analysis “Healthy Food, Strong Fundamentals And Growing Dividends Support Their Re-Rating,” highlighting how this company is an undervalued way to gain exposure to a global chain of healthy food production (fruits and vegetables), with several tailwinds that can support their re-rating goi...
GMVozd/E+ via Getty Images Introduction The last time I covered Fresh Del Monte Produce ( FDP ), I titled the analysis “Healthy Food, Strong Fundamentals And Growing Dividends Support Their Re-Rating,” highlighting how this company is an undervalued way to gain exposure to a global chain of healthy food production (fruits and vegetables), with several tailwinds that can support their re-rating going forward, growing their dividends and buybacks on top. After a very solid earnings report, continued asset recycling and balance sheet improvements and an expected bid for some of their sister company’s assets following the latter’s bankruptcy, I still believe FDP is in a very strong position to benefit from long-term tailwinds, supporting a Strong Buy rating despite the potential uncertainty in the banana industry. Internal Developments Fresh Del Monte Produce IR FDP reported a strong Q4 overall, beating the market’s top- and bottom-line estimates and advancing their portfolio streamlining throughout what’s been a pivotal year. As expected and mentioned in the previous coverage, FDP was a bidder for some of Del Monte Foods, recently winning court approval to buy some of their assets, reuniting with parts of what’s left of their sibling company after nearly 4 decades. The purchase price is $285 million plus certain liabilities, expected to close in Q1 2026, unifying the Del Monte brand and creating what they call a “stronger, more flexible platform focused on efficiency innovation and long-term value creation.” As a note, this comes nearly 30 years after the current CEO purchased FDP (taking it public about a year later), adding to his “deeply personal” conviction, as he still owns about 10.4% of the business now. The CFO also offered a lot more clarity into what they purchased, highlighting the following during their Q4 Earnings Call : The assets include the vegetable tomato and refrigerated fruit businesses, primarily under the Del Monte, S&W and Contadina brands. The t...
Witness claims suspect entered mosque during Ramadan evening prayers armed with axe Police in Manchester have arrested a suspect after he allegedly entered Manchester Central Mosque “acting suspiciously” and carrying an offensive weapon A witness said the suspect, whom he described to be in his late 40s, entered the mosque on Tuesday evening armed with an axe. Four people quickly restrained the su...
Witness claims suspect entered mosque during Ramadan evening prayers armed with axe Police in Manchester have arrested a suspect after he allegedly entered Manchester Central Mosque “acting suspiciously” and carrying an offensive weapon A witness said the suspect, whom he described to be in his late 40s, entered the mosque on Tuesday evening armed with an axe. Four people quickly restrained the suspect and hit him with a fire extinguisher, he said. Continue reading...