panida wijitpanya Vice President JD Vance, along with the U.S. delegation, is reportedly expected to land in Islamabad, Pakistan, within hours. President Donald Trump said he was willing to meet senior Iranian leaders if the talks materialize properly, the New York Post reported. “We’re supposed to have the talks… So I would assume at this point nobody’s playing games,” Trump said in a brief inter...
panida wijitpanya Vice President JD Vance, along with the U.S. delegation, is reportedly expected to land in Islamabad, Pakistan, within hours. President Donald Trump said he was willing to meet senior Iranian leaders if the talks materialize properly, the New York Post reported. “We’re supposed to have the talks… So I would assume at this point nobody’s playing games,” Trump said in a brief interview with the Post. Earlier, Iran had said it would not participate in a second round of talks with the United States, according to Iranian state media, which said Tehran objected to what it described as excessive and unrealistic demands from Washington. Despite Tehran’s announcement, Trump had said U.S. negotiators were prepared to continue talks and planned to travel to Pakistan for another round of meetings. The diplomatic setback comes as investors monitor disruptions in the Strait of Hormuz, a critical route for global oil shipments. Any prolonged impasse between Washington and Tehran could intensify concerns over energy supplies and regional stability. “Well, I don’t want to get into that with you,” he told the Post when asked if the U.S. would escalate matters if a deal is not reached. “You can imagine. It wouldn’t be pretty,” he had added. Dear Readers: We recognize that politics often intersect with the financial news of the day, so we invite you to click here to join the separate political discussion. More on markets, oil The War Is Not Over AI Spending: The Biggest Gamble In U.S. History Table Of The Day: After S&P 500 Sees Near-Record Swing, What's Next? Nasdaq, S&P 500, Dow fall as hopes of U.S.-Iran peace deal fade Energy and AI drive positive earnings revisions while most sectors stall
Citadel Securities asked the Securities and Exchange Commission to test reducing the price increments that some stocks and ETFs trade at before embarking on major market structure changes. In a letter submitted to the SEC, Citadel Securities urged Wall Street’s top regulator to run a two-year pilot program with the 60 most liquid stocks. Half of them could be subject to quotations in half-penny in...
Citadel Securities asked the Securities and Exchange Commission to test reducing the price increments that some stocks and ETFs trade at before embarking on major market structure changes. In a letter submitted to the SEC, Citadel Securities urged Wall Street’s top regulator to run a two-year pilot program with the 60 most liquid stocks. Half of them could be subject to quotations in half-penny increments and the other half would remain a control group at full penny increments. Such a program would likely push back the November compliance deadline for the shift to half-penny tick sizes, which was adopted unanimously by the agency during the Biden administration. That change was intended to push more retail trading onto exchanges and outside of market-makers like Citadel Securities and Virtu Financial Inc. Read More: SEC Approves Stock Quotes in Half-Penny Ticks on Exchanges A sweeping cut to tick sizes for thousands of stocks risks adverse impacts on market efficiency, resiliency and displayed liquidity, Stephen Berger, managing director and global head of government and regulatory policy at Citadel Securities, told Bloomberg News in an interview. “We’re trying to prevent that and instead thoughtfully evaluate the subset of stocks where we think market quality would actually improve from having a narrower tick size,” Berger said. A spokesperson for the SEC didn’t immediately respond to a request for comment. As part of the pilot program, the market-maker also suggested the SEC only reduce access fee caps for the 30 stocks subject to the smaller tick size. Those fees help fund the rebates that some exchanges can offer brokers to entice order flow to their platforms. Firms like Citadel Securities and Virtu pay to process customer trades from Robinhood Markets Inc. and other retail-oriented brokers.
Distillate crack spreads were one area where Citadel saw an opportunity ahead of the Iran war, the financial giant’s head of commodities Sebastian Barrack said at an FT event in London. In general, firm minimized commodities risk in run-up to the conflict, as it didn’t think it had much edge Didn’t believe they or anyone had much informational advantage in assessing whether there would be military...
Distillate crack spreads were one area where Citadel saw an opportunity ahead of the Iran war, the financial giant’s head of commodities Sebastian Barrack said at an FT event in London. In general, firm minimized commodities risk in run-up to the conflict, as it didn’t think it had much edge Didn’t believe they or anyone had much informational advantage in assessing whether there would be military action in Iran Asked if volatility in Q1 was positive for Citadel, Barrack said it was, but didn’t elaborate on performance
‘Its release seemed timely as the Tories had just left office. But then Diana died and all cheerful songs were taken straight off the radio. Boom! It disappeared’ John Lennon once said that everything he wrote was two songs in one. I’ve always stood by that. So you can take What a Beautiful Day at face value, like: “Oh, he’s having a lovely day.” But the song is essentially about revolution and br...
‘Its release seemed timely as the Tories had just left office. But then Diana died and all cheerful songs were taken straight off the radio. Boom! It disappeared’ John Lennon once said that everything he wrote was two songs in one. I’ve always stood by that. So you can take What a Beautiful Day at face value, like: “Oh, he’s having a lovely day.” But the song is essentially about revolution and bringing down the government. Continue reading...
Nvidia (NVDA) built the dominant hardware for AI training and is expected to generate over $350 billion in revenue this year. Most investors know that story.
Nvidia (NVDA) built the dominant hardware for AI training and is expected to generate over $350 billion in revenue this year. Most investors know that story.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
jetcityimage/iStock Editorial via Getty Images Tesla, Inc. ( TSLA ) currently trades at a forward P/E ratio of ~197x (Seeking Alpha data). If all it took to select winning stocks was reading a P/E ratio, I could end my coverage with this sentence, assigning a "STRONG SELL" rating. Yet, I think Alpha is not generated in reading financial ratios. Rather, it is generated by asking oneself what the ma...
jetcityimage/iStock Editorial via Getty Images Tesla, Inc. ( TSLA ) currently trades at a forward P/E ratio of ~197x (Seeking Alpha data). If all it took to select winning stocks was reading a P/E ratio, I could end my coverage with this sentence, assigning a "STRONG SELL" rating. Yet, I think Alpha is not generated in reading financial ratios. Rather, it is generated by asking oneself what the market sees in a stock, trying to predict sentiment and momentum before these manifest. Ahead of Tesla's Q1 earnings, I make the case we may be 1 to 4 quarters away from a catalyst that will radically change market sentiment for this company, igniting a new bull run. Tesla is the only Tech manufacturer in the West There is no doubt in my mind the market doesn't see Tesla as an automaker, but rather as a Tech company. And not any Tech company, but the only Tech manufacturer in the West. I find there is simply no other American or European company that has the same manufacturing capabilities of Tesla. Most "Mag7" companies are software houses, and even those who are into hardware like Apple, Inc. ( AAPL ) or NVIDIA Corporation ( NVDA ) do not directly operate their factories, relying on third parties, often located outside of the US or Europe. The few companies that do own and operate manufacturing capabilities within the US or Europe, like ASML Holding N.V. ( ASML ) or Texas Instruments Incorporated ( TXN ), specialize in highly sophisticated products (microchips and machines to produce said microchips). To find a direct competitor to Tesla, one needs to look at Asia. In China, companies like Xiaomi Corporation ( XIACF ) have similar manufacturing and software capabilities to Tesla. In South Korea, Hyundai and Samsung Electronics Co., Ltd. ( SSNLF ) can also partially compete. The Tesla ecosystem is now positioned to automate the world Since my last coverage , Musk's ecosystem has evolved significantly. Tesla's CEO had his other company, SpaceX, acquire xAI and bring X (the so...
Did you know that it has been more than seven years since Canada legalized marijuana for recreational use? At the time, there was euphoria and excitement in the industry. Tilray Brands (NASDAQ: TLRY) was a prominent player in the cannabis space, and it's arguably the most recognizable one today. However, despite the Canadian cannabis market being open for business, it's been anything but a smooth ...
Did you know that it has been more than seven years since Canada legalized marijuana for recreational use? At the time, there was euphoria and excitement in the industry. Tilray Brands (NASDAQ: TLRY) was a prominent player in the cannabis space, and it's arguably the most recognizable one today. However, despite the Canadian cannabis market being open for business, it's been anything but a smooth ride for the cannabis company , and that's evident through its crashing share price. In just five years, it has fallen an incredible 96% -- wiping out almost all its value. How can that happen given that it operates in a legal marijuana market? Image source: Getty Images. Continue reading
"Critical Inflection Point" Reached As USA Rare Earth Expands With $2.8 Billion Serra Verde Buyout USA Rare Earth Inc. is acquiring Brazil’s Serra Verde Group in a roughly $2.8 billion cash-and-stock deal, part of a broader push by the U.S. and its allies to secure independent supplies of critical minerals , according to CNBC and Bloomberg . The agreement includes $300 million in cash and a large ...
"Critical Inflection Point" Reached As USA Rare Earth Expands With $2.8 Billion Serra Verde Buyout USA Rare Earth Inc. is acquiring Brazil’s Serra Verde Group in a roughly $2.8 billion cash-and-stock deal, part of a broader push by the U.S. and its allies to secure independent supplies of critical minerals , according to CNBC and Bloomberg . The agreement includes $300 million in cash and a large share issuance, with the transaction expected to close in the third quarter. The deal comes amid rising concern over China’s dominance in rare earths—a group of 17 elements essential for modern technologies ranging from smartphones to electric vehicles and military systems. As CEO Barbara Humpton put it, “The world has become too dependent on a single source and it’s high time to break that dependency.” She added that the acquisition provides “access to a producing mine that produces the four magnetic rare earths that are going to be serving our industry.” Serra Verde’s asset is especially valuable because it can supply key magnet materials—neodymium, praseodymium, dysprosium, and terbium—which are critical for high-performance permanent magnets. The mine is also backed by a long-term offtake agreement tied to U.S. government-related entities, covering 100% of production for those four elements. Strategically, the acquisition accelerates USA Rare Earth’s goal of building a fully integrated supply chain spanning “mining, separation, metalization and magnet manufacturing.” It also reflects a wider industry shift following China’s export restrictions, which exposed vulnerabilities in global supply chains. Serra Verde CEO Thras Moraitis emphasized the broader stakes, describing rare earths as “a strategic nexus where national and energy security, and technological supremacy, converge.” He noted that Western governments are increasingly stepping in to support the sector, as it reaches a “critical inflection point” in the effort to develop reliable, non-China sources—especially f...
jetcityimage/iStock Editorial via Getty Images Tesla, Inc. ( TSLA ) currently trades at a forward P/E ratio of ~197x (Seeking Alpha data). If all it took to select winning stocks was reading a P/E ratio, I could end my coverage with this sentence, assigning a "STRONG SELL" rating. Yet, I think Alpha is not generated in reading financial ratios. Rather, it is generated by asking oneself what the ma...
jetcityimage/iStock Editorial via Getty Images Tesla, Inc. ( TSLA ) currently trades at a forward P/E ratio of ~197x (Seeking Alpha data). If all it took to select winning stocks was reading a P/E ratio, I could end my coverage with this sentence, assigning a "STRONG SELL" rating. Yet, I think Alpha is not generated in reading financial ratios. Rather, it is generated by asking oneself what the market sees in a stock, trying to predict sentiment and momentum before these manifest. Ahead of Tesla's Q1 earnings, I make the case we may be 1 to 4 quarters away from a catalyst that will radically change market sentiment for this company, igniting a new bull run. Tesla is the only Tech manufacturer in the West There is no doubt in my mind the market doesn't see Tesla as an automaker, but rather as a Tech company. And not any Tech company, but the only Tech manufacturer in the West. I find there is simply no other American or European company that has the same manufacturing capabilities of Tesla. Most "Mag7" companies are software houses, and even those who are into hardware like Apple, Inc. ( AAPL ) or NVIDIA Corporation ( NVDA ) do not directly operate their factories, relying on third parties, often located outside of the US or Europe. The few companies that do own and operate manufacturing capabilities within the US or Europe, like ASML Holding N.V. ( ASML ) or Texas Instruments Incorporated ( TXN ), specialize in highly sophisticated products (microchips and machines to produce said microchips). To find a direct competitor to Tesla, one needs to look at Asia. In China, companies like Xiaomi Corporation ( XIACF ) have similar manufacturing and software capabilities to Tesla. In South Korea, Hyundai and Samsung Electronics Co., Ltd. ( SSNLF ) can also partially compete. The Tesla ecosystem is now positioned to automate the world Since my last coverage , Musk's ecosystem has evolved significantly. Tesla's CEO had his other company, SpaceX, acquire xAI and bring X (the so...
TC Energy is an attractive option for investors searching for ways to gain exposure to nuclear energy, according to Morgan Stanley. The investment bank has an overweight rating on the energy company's stock. "TRP offers one of the most attractive risk-adjusted ways to invest in nuclear power growth through Bruce Power, one of the largest operating nuclear facilities in the world and essential infr...
TC Energy is an attractive option for investors searching for ways to gain exposure to nuclear energy, according to Morgan Stanley. The investment bank has an overweight rating on the energy company's stock. "TRP offers one of the most attractive risk-adjusted ways to invest in nuclear power growth through Bruce Power, one of the largest operating nuclear facilities in the world and essential infrastructure to meeting Ontario's power needs," analyst Robert Kad said in a note to clients, calling the stock a "low-risk nuclear play." TC Energy owns around 48% interest in Bruce Power, one of the largest operating nuclear facilities in the world and the only private sector nuclear generator in Canada. Morgan Stanley's endorsement of the stock comes amid signs that interest in nuclear energy is gaining steam. In 2024, nuclear reactors generated 2,667 terawatt-hours (TWh) of electricity, surpassing their previous record of 2,660 TWh in 2006, according to the World Nuclear Association. It's a trend from which TC Energy is poised to benefit, particularly as the firm updates and expands its nuclear capabilities through two key initiatives: The Major Component Replacement (MCR) program and the Bruce C project, according to Morgan Stanley. "Bruce has significant growth potential through [its] two investments," Kad wrote. Under the MCR program, TC Energy aims to refurbish nuclear reactors to extend their life by several decades. And it has already made some headway on that front, completing the first part of its plan to increase the longevities of its nuclear facilities more than two years ago, according to the company's statement dated Sept. 15, 2023. TC Energy is also planning to expand its Bruce Power nuclear site in Ontario. Under its Bruce C project, the firm aims to build up to 4,800 megawatts of capacity at that location, according to a webpage for the initiative. Those efforts make TC Energy a good option through which investors can increase their exposure to recently re...