Water, water everywhere, but…is too much going to artificial-intelligence data centers? With expected earnings growth and its recent valuation, shares could fetch about $470 in a year, up 19% from recent levels.
Water, water everywhere, but…is too much going to artificial-intelligence data centers? With expected earnings growth and its recent valuation, shares could fetch about $470 in a year, up 19% from recent levels.
The hatred the duchess inspires – like the mourning of her mother-in-law – reveals hidden aspects of British character and tells us something about public anxieties Whatever unhinged parasocial relationship the adoring public had with Diana, Princess of Wales, their relationship with the Duchess of Sussex is its shadowy reflection. For decades, Diana was the subject of public adoration that was lo...
The hatred the duchess inspires – like the mourning of her mother-in-law – reveals hidden aspects of British character and tells us something about public anxieties Whatever unhinged parasocial relationship the adoring public had with Diana, Princess of Wales, their relationship with the Duchess of Sussex is its shadowy reflection. For decades, Diana was the subject of public adoration that was locked in a permanent hysterical register. Clive James, for example, captured the hyperbole when he described himself as a “besotted walk-on mesmerized by the trajectory of a burning angel” and Diana as like “the sun coming up; coming up giggling”. Continue reading...
Woot is making it more affordable to own a frozen drink machine. Ninja’s Slushi that has an 88-ounce container for storing your ice-cold creations is down to $184.99 at Woot , which is a whopping 47 percent off its list price. The Slushi requires no ice, just the liquid of your choosing and a little time for it to transform into a thick, yet pourable slurry that will stay frozen in the machine for...
Woot is making it more affordable to own a frozen drink machine. Ninja’s Slushi that has an 88-ounce container for storing your ice-cold creations is down to $184.99 at Woot , which is a whopping 47 percent off its list price. The Slushi requires no ice, just the liquid of your choosing and a little time for it to transform into a thick, yet pourable slurry that will stay frozen in the machine for up to 12 hours. Ninja Slushi 88-ounch frozen drink machine Where to Buy: $349.99 $184.99 at Woot $349.99 $299.99 at Amazon The Slushi is great for parties, since you can craft plenty of alcohol-infused (or non-alcoholic) delights with it. The machine can just as easily be used just to make the day-to-day easier, whipping up frozen OJ for the morning, or a frappe so you don’t need to make a trip to the cafe. The only disclaimer with this deal is that the purchase includes a 90-day limited warranty through Woot, not a full one-year warranty from the manufacturer that you’d get by buying it at a different retailer for full price. Some other Verge -approved deals for you Google recently announced a price hike for YouTube Premium that’s happening in June for current subscribers, or now for new sign-ups. To soften the blow for its loyal customers, the company is offering a promotion if you pay for the $9.99 Google One Premium 2TB tier. You’ll get an offer on this landing page to get 50 percent off the monthly cost of YouTube Premium for a year . Normally $15.99 for an individual subscription, it’s $7.99 per month for 12 months. Razer’s new Pro Type Ergo wireless ergonomic keyboard that it launched on March 31st is already $40 off when you add it to your cart at Amazon . Normally $189.99, you can see the price fall at checkout to $149.99. This is Razer’s first split-style keyboard that aims to alleviate hand or wrist pain that gamers (and non-gamers, if you’re just drawn to its RGB LEDs) might be experiencing from keyboards that have a traditional layout. This model includes a no...
Uranium Royalty Corp. agreed to buy Sweetwater Royalties for about $1.1 billion in a deal that would create a new US-listed company to capitalize on growing demand for nuclear fuel. The tie-up will give New York-based investment firm Orion Resource Partners LP , Sweetwater’s top shareholder, a 43% stake in the combined company, while the Ontario Teachers’ Pension Plan will hold about 16%, accordin...
Uranium Royalty Corp. agreed to buy Sweetwater Royalties for about $1.1 billion in a deal that would create a new US-listed company to capitalize on growing demand for nuclear fuel. The tie-up will give New York-based investment firm Orion Resource Partners LP , Sweetwater’s top shareholder, a 43% stake in the combined company, while the Ontario Teachers’ Pension Plan will hold about 16%, according to a statement Thursday. The new entity is expected to list on Nasdaq as Uranium Royalty Corp. Uranium Royalty shares rose as much as 7.1% in New York before erasing gains to trade below $4. Royalty firms, which provide upfront investment to companies in exchange for a percentage of revenue, are common in the mining industry but less prevalent in the nuclear fuel sector. The Sweetwater deal comes as governments and investors pour money into critical minerals like uranium that are seen as essential to electrification, data centers and energy security. Uranium markets in particular have tightened in recent years, with supply lagging demand as countries extend the life of nuclear reactors and plan new ones to meet climate goals and reduce dependence on foreign oil. The Trump administration has offered funding to nuclear fuel makers as part of an effort to restart domestic production and wean the US off of enriched Russian uranium. Read More: Nuclear Fuel Makers Get $2.7 Billion From US as Power Use Soars Sweetwater owns roughly 4.5 million mineral acres across Wyoming, Utah and Colorado, including a major position in trona, a key input for soda ash used in glass, chemicals and batteries. Uranium Royalty has a US portfolio of uranium royalties and streams, or financing agreements that give investors the right to buy a percentage of future production at a discount. Including debt, the acquisition implies an enterprise value of $1.9 billion for Sweetwater. The deal is subject to shareholder and regulatory approvals and is expected to close in the third quarter.
Walter Bibikow/DigitalVision via Getty Images Tech stocks have been on fire lately. And I mean all of tech, from mega-caps to SMID caps, from semis to software. It's too early to say whether a new AI revolution is unfolding, one that benefits infrastructure names, enablers, and users, but there’s certainly a degree of optimism permeating what was once a beleaguered group. Is a new AI-renaissance m...
Walter Bibikow/DigitalVision via Getty Images Tech stocks have been on fire lately. And I mean all of tech, from mega-caps to SMID caps, from semis to software. It's too early to say whether a new AI revolution is unfolding, one that benefits infrastructure names, enablers, and users, but there’s certainly a degree of optimism permeating what was once a beleaguered group. Is a new AI-renaissance moment at hand? It's possible. For that, the Dan IVES Wedbush AI Revolution ETF ( IVES ) is a solid proxy. The 30-stock portfolio has performed very well since I initiated coverage on it with a "B uy" rating last July. IVES has returned 17%, dividends included, compared to a 12% S&P 500 gain. After a tumultuous October-March stretch, I assert that a new rally is now underway in April and beyond. So, I keep with a "B uy" rating. IVES: Outperforming QQQ Since Inception Stockcharts.com According to the issuer , IVES seeks to capitalize on the rapid growth of artificial intelligence ( AI ) by investing in companies poised to lead the AI transformation. This fund offers investors exposure to a diversified portfolio of firms at the cutting edge of AI technology. IVES has grown substantially since last July. Its total assets under management is now just shy of $1 billion. It hasn’t taken off to the extent that Tom Lee’s Granny Shots ETF ( GRNY ) has, but it has accomplished its objectives, in my view. The annual expense ratio is what most investors may point at as to why IVES is not the ideal tech-revolution ETF. At 75 basis points, it’s upwards of 0.7 percentage points more than you’d pay for a straightforward broad index ETF (like Nasdaq 100 ETFs). So, I absolutely acknowledge the high cost. I’d like to see IVES dip into more up-and-coming tech themes, due to Dan Ives’ and Webush’s expertise in this area. I will keep monitoring that. As it stands, share-price momentum appears strong, given the recent snap-back rally. While it is not yet graded by Seeking Alpha’s quantitative scor...
Quanta Services (NYSE: PWR) , a leading builder of energy infrastructure, has seen its stock more than double to record highs over the past 12 months. Let's see why this oft-overlooked energy play is beating the market, and why it could turn a $10,000 investment into a lot more money over the long term. Quanta designs, builds, upgrades, and maintains electric transmission lines, substations, distr...
Quanta Services (NYSE: PWR) , a leading builder of energy infrastructure, has seen its stock more than double to record highs over the past 12 months. Let's see why this oft-overlooked energy play is beating the market, and why it could turn a $10,000 investment into a lot more money over the long term. Quanta designs, builds, upgrades, and maintains electric transmission lines, substations, distribution networks, oil and gas pipelines, renewable energy infrastructure, and data center power systems. It mainly helps utilities and energy companies expand their infrastructure. Image source: Getty Images. Continue reading
Hong Kong leader John Lee Ka-chiu has met European Union representatives to discuss opportunities for cooperation, with the chief executive saying both sides highlighted a shared belief in multilateralism amid increasing tensions and market turmoil. Ambassador Harvey Rouse, head of the EU Office in Hong Kong, called for both sides to work together, describing the 27-member bloc as a “very dependab...
Hong Kong leader John Lee Ka-chiu has met European Union representatives to discuss opportunities for cooperation, with the chief executive saying both sides highlighted a shared belief in multilateralism amid increasing tensions and market turmoil. Ambassador Harvey Rouse, head of the EU Office in Hong Kong, called for both sides to work together, describing the 27-member bloc as a “very dependable partner in an increasingly volatile world”. Local officials attending the lunch meeting on...
Yta23/iStock via Getty Images Overview Market indices were off to a rough start in the first quarter of 2026. This caused many high quality funds to decline but it also introduced an opportunity to initiate some great entries for long-term positions. I believe that the Eaton Vance Enhanced Equity Income Fund ( EOI ) is now attractively priced and is a great long-term fund for income investors. Whe...
Yta23/iStock via Getty Images Overview Market indices were off to a rough start in the first quarter of 2026. This caused many high quality funds to decline but it also introduced an opportunity to initiate some great entries for long-term positions. I believe that the Eaton Vance Enhanced Equity Income Fund ( EOI ) is now attractively priced and is a great long-term fund for income investors. When I previously covered the fund, I issued a hold rating due to the solid portfolio strategy but high valuation at the time. Since my last coverage, the fund has released an updated annual report that prompted me to revisit the internal earnings performance, valuation, and outlook going forward. When I previously covered EOI, the fund traded at a small premium to NAV of 1.4%. Following the market uncertainty in the beginning of the year, EOI now trades at a slight discount to NAV of 3.68%. Referring to the red line on the graph below, EOI has now fallen to a more attractive entry point in relation to its historical price to NAV range. For instance, EOI has traded at an average discount to NAV of 0.44% over the last five year period. Therefore, this can serve as a great entry point for investors that want to initiate a buy-and-hold approach. CEF Data The fund now offers investors a starting dividend yield of 8%, while issuing those payouts on a monthly basis. After reviewing the latest annual report, it is clear that the fund is capable of producing sufficient earnings. Therefore, the dividend is sustainable and makes this a great income compounder. Furthermore, the distributions tend to be paid out in a tax-efficient manner, which creates some flexibility for how investors can utilize the fund. This tax-efficiency also makes EOI a great choice for retirees seeking a reliable source of income that can support lifestyle expenses. Fund Strategy According to the latest fund overview , EOI has total managed assets of $848M that are spread across a diverse range of equities. Altho...
For years, Wall Street banks eagerly helped private credit funds amplify their investing firepower with hundreds of billions of dollars in loans, helping them notch ever-higher returns. Now, those same banks are tightening their arrangements, adding to the pressure on managers already reeling from an exodus of investors. Some big banks are raising interest rates for the leverage they provide, and ...
For years, Wall Street banks eagerly helped private credit funds amplify their investing firepower with hundreds of billions of dollars in loans, helping them notch ever-higher returns. Now, those same banks are tightening their arrangements, adding to the pressure on managers already reeling from an exodus of investors. Some big banks are raising interest rates for the leverage they provide, and they’re also marking down specific loans posted as collateral. Behind the scenes, that’s prompting private credit fund managers to swap out holdings from the pools as banks including JPMorgan Chase & Co. , Goldman Sachs Group Inc. and Barclays Plc exercise their right to write down individual assets, according to people involved in the talks. The strategies banks are employing to address risks in existing facilities aren’t new, but they’re becoming more prevalent given the turmoil roiling global markets, said the people, asking not to be identified discussing confidential negotiations. Some banks, for example, are scrutinizing loans made to software companies and other industries at risk of being disrupted by artificial intelligence in coming years. “Every bank does it differently and every bank charges differently,” JPMorgan Chief Executive Officer Jamie Dimon told investors on a conference call Tuesday. “We always had what we call marking rights to look at the underlying collateral. And that’s just a right that protects you.” The stakes are high enough that top bank executives are getting directly involved in adjusting the interest rates they charge for leverage and tightening collateral terms, some of the people said. Because banks don’t all have the same rights to challenge assets, some may end up better protected than rivals if private credit defaults begin to rise. The consequences are potentially far-reaching for the asset management firms, too, which have helped fuel $1.8 trillion of private loans to companies across the economy. Funds rely on leverage to keep cash ...
Taiyou Nomachi/DigitalVision via Getty Images North American paper and forest products companies are heading into first-quarter earnings season with diverging fundamentals, as stronger containerboard dynamics contrast with uneven demand across lumber, pulp and building materials, according to a new report from RBC Capital Markets. Analysts led by Matthew McKellar on April 16 said they continue to ...
Taiyou Nomachi/DigitalVision via Getty Images North American paper and forest products companies are heading into first-quarter earnings season with diverging fundamentals, as stronger containerboard dynamics contrast with uneven demand across lumber, pulp and building materials, according to a new report from RBC Capital Markets. Analysts led by Matthew McKellar on April 16 said they continue to favor large, North America-focused companies, particularly in containerboard, where supply reductions and improving operating rates are creating a more constructive pricing environment. Containerboard emerges as bright spot RBC highlighted containerboard producers as the most attractive segment, citing significant capacity rationalization over the past year. More than 8% of North American capacity was removed in 2025, helping push industry operating rates toward the mid-90% range. This tightening supply backdrop is enabling producers to prioritize pricing discipline over volume growth, particularly among major players such as International Paper ( IP ) and Smurfit WestRock ( SW ), which together control a substantial share of the market. While demand for corrugated boxes remains modest, analysts expect gradual improvement in 2026, with shipments projected to grow slightly year over year. Lumber prices rebound, but sustainability in question Lumber markets have staged a notable recovery from late-2025 lows, driven largely by supply constraints rather than demand strength. Southern Yellow Pine prices averaged $433 per thousand board feet in the first quarter, well above prior expectations, and recently climbed above $500, levels not seen since early 2023. However, RBC cautioned that the rally may not be sustainable. Producers remain hesitant to increase output after several difficult years, and underlying housing demand remains constrained by elevated mortgage rates and softer consumer sentiment. The firm expects lumber prices to ease from current levels, even as supply disci...
Sucro press release ( SUGR:CA ): Q4 GAAP EPS of $0.48. Revenue of $149.4M. Full-year revenue of $668.9 million on sugar deliveries of 838,607 metric tons; Q4 revenue of $149.4 million and 227,447 metric tons, respectively Full-year net income of $41.0 million; Q4 net income of $11.6 million Full-year adjusted gross profit1 of $49.5 million and adjusted gross profit margin1 percentage of 7.4%; Q4 o...
Sucro press release ( SUGR:CA ): Q4 GAAP EPS of $0.48. Revenue of $149.4M. Full-year revenue of $668.9 million on sugar deliveries of 838,607 metric tons; Q4 revenue of $149.4 million and 227,447 metric tons, respectively Full-year net income of $41.0 million; Q4 net income of $11.6 million Full-year adjusted gross profit1 of $49.5 million and adjusted gross profit margin1 percentage of 7.4%; Q4 of $9.1 million and 6.1%, respectively Full-year EBITDA1 of $64.9 million and adjusted EBITDA1 of $30.9 million; Q4 of $11.3 million and $3.4 million, respectively Full-year adjusted gross profit per metric ton delivered1,2 of $59.05; Q4 of $40.16 For our refineries, Full-year volumes of 205,710 metric tons; Q4 of 44,561 metric tons For our refineries, Full-year adjusted gross profit per metric ton delivered of $147.641; Q4 of $124.55 More on Sucro Financial information for Sucro