Riwoe’s commanding new book traces a Chinese Australian family across four generations – all connected by one old longan tree It’s the year 2049 and Daniel Connelly is 75 years old. Eccentric and lonely after decades of self-imposed isolation, his existence is “spartan”, a “relentless searching, a yearning for pieces that fit together to make a new whole”. He spends his days making sculptures from...
Riwoe’s commanding new book traces a Chinese Australian family across four generations – all connected by one old longan tree It’s the year 2049 and Daniel Connelly is 75 years old. Eccentric and lonely after decades of self-imposed isolation, his existence is “spartan”, a “relentless searching, a yearning for pieces that fit together to make a new whole”. He spends his days making sculptures from broken pottery; the shards of his life. During a warm winter’s day, Daniel steps outside to find that the longan tree in his garden has fallen during a storm. The tree was an heirloom of sorts – a family emblem of home and belonging for generations before him. Continue reading...
Western Digital (NASDAQ: WDC) could be one of the quieter winners of the AI buildout as data storage becomes harder to ignore. The upside case is built on cloud demand, pricing power, and AI-driven data growth, but the stock's huge rally raises a tougher question about expectations. Stock prices used were the market prices of June 25, 2026. The video was published on July 7, 2026. Continue reading
Western Digital (NASDAQ: WDC) could be one of the quieter winners of the AI buildout as data storage becomes harder to ignore. The upside case is built on cloud demand, pricing power, and AI-driven data growth, but the stock's huge rally raises a tougher question about expectations. Stock prices used were the market prices of June 25, 2026. The video was published on July 7, 2026. Continue reading
As the digital divide closes, investors are asking whether AT&T (NYSE:T) or Verizon Communications (NYSE:VZ) is the better choice for income and stability in a high-speed, 5G-connected world. AT&T has pivoted back to its roots, focusing on its fiber-to-the-home and wireless bundling strategy. Verizon maintains the nation's largest wireless subscriber base while aggressively acquiring fiber infrast...
As the digital divide closes, investors are asking whether AT&T (NYSE:T) or Verizon Communications (NYSE:VZ) is the better choice for income and stability in a high-speed, 5G-connected world. AT&T has pivoted back to its roots, focusing on its fiber-to-the-home and wireless bundling strategy. Verizon maintains the nation's largest wireless subscriber base while aggressively acquiring fiber infrastructure to match its rival. Both companies offer high dividends but carry significant debt, making this comparison a study in balance-sheet management. AT&T operates a massive connectivity business providing wireless and fiber broadband under brands like Cricket and AT&T Fiber. The company serves approximately 145 million wireless subscribers and nearly 2.5 million business customers across North America. As the landscape for communication stocks evolves, it is expanding its 'Build-A-Plan' bundling service and acquiring fiber assets from Lumen Technologies (NYSE:LUMN) . Continue reading
Sundry Photography/iStock Editorial via Getty Images Introduction Although cybersecurity concerns have become increasingly common as AI models have become better, I think the real concern came after Anthropic decided to not release their latest model, Mythos. Project Glasswing arose after Anthropic considered Mythos having reached a “level of coding capability where they can surpass all but the mo...
Sundry Photography/iStock Editorial via Getty Images Introduction Although cybersecurity concerns have become increasingly common as AI models have become better, I think the real concern came after Anthropic decided to not release their latest model, Mythos. Project Glasswing arose after Anthropic considered Mythos having reached a “level of coding capability where they can surpass all but the most skilled humans at finding and exploiting software vulnerabilities.” With Anthropic only sharing this model with its partners, this added fuel to the cybersecurity concerns, and therefore companies like CrowdStrike Holdings, Inc. ( CRWD ) have increased 83% since project Glasswing. CrowdStrike is one of, if not the only, SaaS that has done well in the SaaSpocalypse, and I believe it has to do with two catalysts having the same component: Security. Before I explain my thesis, I want to discuss how the SaaSpocalypse applies to CrowdStrike and why I think it is immune. I have written multiple reports on how AI affects different kinds of SaaS companies, and this is yet another case of AI probably increasing the value proposition of its services and making it even more indispensable. In a relatively short time, CrowdStrike is still very popular, with more than 88,000 organizations relying on its products. The essence of its product is having a sensor on every device in the corporation. Every laptop, desktop, server, and cloud workload. This sensor running across the organization’s entire fleet feeds one unified platform that the organization has standardized its workflows on Falcon. It becomes THE security tool for the entire organization, and removing it would mean retooling security operations across the enterprise. Its land-and-expand strategy, similar to ServiceNow ( NOW ), works via customers starting with a few modules and adding over time. Modules such as cloud security, identity, exposure management, etc., increase the moat and the retention. Net retention , which meas...
ngkaki/iStock via Getty Images Investment Overview The stock of AstraZeneca PLC ( AZN ) has fallen in value by >6% in early trading today, as the Anglo-Swedish pharma giant reported the unexpected news that its CARDIO-TTRansform Phase 3 study of its drug Wainua (eplontersen): did not meet the primary efficacy endpoint of the composite outcome of cardiovascular ("CV") mortality and recurrent CV cli...
ngkaki/iStock via Getty Images Investment Overview The stock of AstraZeneca PLC ( AZN ) has fallen in value by >6% in early trading today, as the Anglo-Swedish pharma giant reported the unexpected news that its CARDIO-TTRansform Phase 3 study of its drug Wainua (eplontersen): did not meet the primary efficacy endpoint of the composite outcome of cardiovascular ("CV") mortality and recurrent CV clinical events up to 140 weeks compared with placebo. Wainua was generally well tolerated, with a safety profile consistent with previous results. Ionis Pharmaceuticals, Inc. ( IONS ), the developer of eplontersen and partner of AstraZeneca ( AZN ) on the program, also experienced a significant decline in its stock price of ~20%, to a price of ~$66 per share. Ionis' market cap valuation has fallen to ~$10.8bn. AstraZeneca ADRs are now worth ~$175 per share, and the pharma's market cap valuation is presently ~$270.6bn. Analysis - Why Eplotersen's Study Fail Is Such A Significant Setback For Ionis & AstraZeneca When I covered Ionis in a note for Seeking Alpha in late May, I assigned the stock a Strong Buy rating, noting that Ionis was a California-based biopharma company focused on oligonucleotide antisense technology (using RNA to intercept genetic messaging and increase, decrease, or alter the production of specific proteins) that had secured approvals for multiple drugs: Spinraza, indicated to treat spinal muscular atrophy ("SMA"); Tegsedi, indicated for polyneuropathy of hereditary transthyretin amyloidosis ("hATTR"); Waylivra, for familial chylomicronemia syndrome ("FCS") (approved in Europe, Canada, and Brazil, but not the U.S.); Wainua (eplontersen), in polyneuropathy of hereditary transthyretin-mediated amyloidosis ("ATTRv-PN"); Qalsody, in adults with amyotrophic lateral sclerosis ("ALS") with an SOD1 mutation; Tryngolza, in familial chylomicronemia syndrome ("FCS") in 2024, and in Severe Hypertriglyceridemia and Acute Pancreatitis Risk Reduction (approval in June this...
Fourth T20i: England, 159-1 beat India, 158-6, by 9 wickets Brook scores 79, Salt 59 to win with six overs remaining England’s recent heatwave continued in Bristol, India wilting to lose their cool, the game and the series in what turned into another bizarrely one-sided encounter. Timid with the bat, poor in the field, error-prone with the ball and swift to accept the inevitability of defeat, this...
Fourth T20i: England, 159-1 beat India, 158-6, by 9 wickets Brook scores 79, Salt 59 to win with six overs remaining England’s recent heatwave continued in Bristol, India wilting to lose their cool, the game and the series in what turned into another bizarrely one-sided encounter. Timid with the bat, poor in the field, error-prone with the ball and swift to accept the inevitability of defeat, this was a complete horror show from the world champions and a performance of complete dominance from Harry Brook’s burgeoning team, who won by nine wickets and will overtake their opponents as world No1 if they win the final game of the series in Southampton on Saturday. Two days earlier it was England’s bowlers who shredded their opponents on their way to a 125-run win at Trent Bridge. This time, well as their bowlers performed to limit India to 159, it was their batters – and one of them in particular. Chasing an obviously under-par total, England started slowly and awkwardly and Jos Buttler was dismissed early for eight – the former captain’s form is a genuine issue, and he has not scored an international half-century in this format since the Old Trafford runfest against South Africa last September, a run of 18 innings in which he has averaged just 15.16. But his departure brought out his successor, Brook scooped his second ball for six, and from that moment there was no stopping him. Continue reading...
In trading on Thursday, shares of Sabine Royalty Trust (Symbol: SBR) crossed below their 200 day moving average of $73.39, changing hands as low as $72.77 per share. Sabine Royalty Trust shares are currently trading off about 1.1% on the day. The chart below shows the one year
In trading on Thursday, shares of Sabine Royalty Trust (Symbol: SBR) crossed below their 200 day moving average of $73.39, changing hands as low as $72.77 per share. Sabine Royalty Trust shares are currently trading off about 1.1% on the day. The chart below shows the one year
In trading on Thursday, shares of the ARK Next Generation Internet ETF (Symbol: ARKW) crossed above their 200 day moving average of $146.33, changing hands as high as $148.77 per share. ARK Next Generation Internet shares are currently trading up about 1.6% on the day. The cha
In trading on Thursday, shares of the ARK Next Generation Internet ETF (Symbol: ARKW) crossed above their 200 day moving average of $146.33, changing hands as high as $148.77 per share. ARK Next Generation Internet shares are currently trading up about 1.6% on the day. The cha
At Holdings Channel, we have reviewed the latest batch of the 56 most recent 13F filings for the 06/30/2026 reporting period, and noticed that State Street SPDR S&P 500 ETF Trust (Symbol: SPY) was held by 41 of these funds. When hedge fund managers appear to be thinking alik
At Holdings Channel, we have reviewed the latest batch of the 56 most recent 13F filings for the 06/30/2026 reporting period, and noticed that State Street SPDR S&P 500 ETF Trust (Symbol: SPY) was held by 41 of these funds. When hedge fund managers appear to be thinking alik
Meta’s decision to make its in-house chip could be a boon for Applied Materials, Lam Research, and KLA, which all make equipment that turns raw silicon wafers into microchips.
Meta’s decision to make its in-house chip could be a boon for Applied Materials, Lam Research, and KLA, which all make equipment that turns raw silicon wafers into microchips.
In trading on Thursday, shares of Stifel Financial Corporation's 6.125% Dep Shares Non-Cumulative Preferred Stock Series C (Symbol: SF.PRC) were yielding above the 7% mark based on its quarterly dividend (annualized to $1.5312), with shares changing hands as low as $21.81 on the
In trading on Thursday, shares of Stifel Financial Corporation's 6.125% Dep Shares Non-Cumulative Preferred Stock Series C (Symbol: SF.PRC) were yielding above the 7% mark based on its quarterly dividend (annualized to $1.5312), with shares changing hands as low as $21.81 on the
In trading on Thursday, shares of Ready Capital Corp's 6.25% Series B Cumulative Convertible Preferred Stock (Symbol: RC.PRC) were yielding above the 13.5% mark based on its quarterly dividend (annualized to $1.5625), with shares changing hands as low as $11.10 on the day. T
In trading on Thursday, shares of Ready Capital Corp's 6.25% Series B Cumulative Convertible Preferred Stock (Symbol: RC.PRC) were yielding above the 13.5% mark based on its quarterly dividend (annualized to $1.5625), with shares changing hands as low as $11.10 on the day. T
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Freeport-McMoran Copper & Gold (Symbol: FCX), where a total of 68,325 contracts have traded so far, representing approximately 6.8 million underlying shares. That am
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Freeport-McMoran Copper & Gold (Symbol: FCX), where a total of 68,325 contracts have traded so far, representing approximately 6.8 million underlying shares. That am
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Steven Madden Ltd. (Symbol: SHOO), where a total of 6,817 contracts have traded so far, representing approximately 681,700 underlying shares. That amounts to about 53.9%
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Steven Madden Ltd. (Symbol: SHOO), where a total of 6,817 contracts have traded so far, representing approximately 681,700 underlying shares. That amounts to about 53.9%
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in TeraWulf Inc. (Symbol: WULF), where a total of 232,939 contracts have traded so far, representing approximately 23.3 million underlying shares. That amounts to about 69%
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in TeraWulf Inc. (Symbol: WULF), where a total of 232,939 contracts have traded so far, representing approximately 23.3 million underlying shares. That amounts to about 69%
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Lumentum Holdings Inc (Symbol: LITE), where a total of 26,060 contracts have traded so far, representing approximately 2.6 million underlying shares. That amounts to abo
Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Lumentum Holdings Inc (Symbol: LITE), where a total of 26,060 contracts have traded so far, representing approximately 2.6 million underlying shares. That amounts to abo
Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Netflix Inc (Symbol: NFLX), where a total volume of 244,778 contracts has been traded thus far today, a contract volume which is representative of approximately
Looking at options trading activity among components of the Russell 3000 index, there is noteworthy activity today in Netflix Inc (Symbol: NFLX), where a total volume of 244,778 contracts has been traded thus far today, a contract volume which is representative of approximately
In trading on Thursday, shares of the iShares MSCI Chile ETF (Symbol: ECH) crossed above their 200 day moving average of $39.70, changing hands as high as $40.17 per share. iShares MSCI Chile shares are currently trading up about 2.2% on the day. The chart below shows the one
In trading on Thursday, shares of the iShares MSCI Chile ETF (Symbol: ECH) crossed above their 200 day moving average of $39.70, changing hands as high as $40.17 per share. iShares MSCI Chile shares are currently trading up about 2.2% on the day. The chart below shows the one
OpenAI ( OPENAI ) has released ChatGPT Work, an agent that helps users handle tasks across multiple applications and devices. "It can gather information across your apps and workflows to create finished materials like sheets, slides, docs, and web apps, and stay with complex projects for hours by breaking them into smaller steps and completing them independently," OpenAI said in a release. "With C...
OpenAI ( OPENAI ) has released ChatGPT Work, an agent that helps users handle tasks across multiple applications and devices. "It can gather information across your apps and workflows to create finished materials like sheets, slides, docs, and web apps, and stay with complex projects for hours by breaking them into smaller steps and completing them independently," OpenAI said in a release. "With Codex technology built in, ChatGPT can now move beyond answering questions to getting real work done across web, mobile, and desktop." Examples of tasks that ChatGPT Work can handle include analyzing budgets, preparing for a sales meeting, or creating a marketing campaign. OpenAI said all of its teams, including sales and finance, rely on ChatGPT Work and Codex. OpenAI is also merging the Codex app with the new ChatGPT desktop app. Although Codex was primarily created to help developers, OpenAI said more than 1M people use it for tasks outside of coding. The ChatGPT Work announcement occurred the same day OpenAI started rolling out its GPT-5.6 models, which showed strong performance and marked improvements over OpenAI's prior models. Earlier this year, competitor Anthropic ( ANTHRO ) launched plug-ins for its Claude Cowork agent to automate tasks in marketing, legal, sales and data analysis. Microsoft ( MSFT ), OpenAI's primary backer, also unveiled Copilot Cowork as an agentic AI product. More on OpenAI OpenAI IPO Delay: A Symptom Of A Tech Bubble? OpenAI: Mega IPO Faces Anthropic Claude Mythos Reckoning Wall Street Lunch: Hot Labor Market Defies Predictions Of AI-Led Job Losses Meta introduces new Muse Spark 1.1 AI model as Zuckerberg ratchets up competition New York Times, others urge court to sanction OpenAI in copyright tussle