One of the primary criticisms of Tesla (NASDAQ: TSLA) is that its models are old. The fact that their software is updated “over-the-air” isn’t good enough for some investors. It has killed the Model S and Model X. One reason Tesla gave was that it needed manufacturing for “AI-driven” technology. However, neither had sold well ... Tesla Finally Has What Wall St. Wants–A New Model
One of the primary criticisms of Tesla (NASDAQ: TSLA) is that its models are old. The fact that their software is updated “over-the-air” isn’t good enough for some investors. It has killed the Model S and Model X. One reason Tesla gave was that it needed manufacturing for “AI-driven” technology. However, neither had sold well ... Tesla Finally Has What Wall St. Wants–A New Model
imaginima/iStock via Getty Images Investment Thesis It feels like Nebius ( NBIS ) has finally crossed its inflection point with the stock now up another 36% since my last coverage and roughly 500% since I first went long . Now, Nebius is not trading on stories anymore, it is getting a rating boost from conviction. The price target has been upgraded to new heights, starting with Goldman Sachs' $205...
imaginima/iStock via Getty Images Investment Thesis It feels like Nebius ( NBIS ) has finally crossed its inflection point with the stock now up another 36% since my last coverage and roughly 500% since I first went long . Now, Nebius is not trading on stories anymore, it is getting a rating boost from conviction. The price target has been upgraded to new heights, starting with Goldman Sachs' $205 price target due to significant boosts in revenue growth expectations for years ahead. The spike in GPU prices is transforming Nebius into a profits-power stock. High prices, coupled with fixed costs and pre-sold demand will cause margins to rise organically with scale. I believe that investors are only seeing the near-term revenues here, while the long-term profit picture remains largely untapped. Data by YCharts Rising GPU Prices Will Boost Nebius’s Earnings Power Increased prices for GPUs constitute some of the strongest tailwinds facing the Nebius company based on its economic model. This is due to the fact that expenses are fairly constant when putting the technology to use (depreciation of GPUs, electricity among others) while income depends on price in the market. The index started the year at about $4.40/hr with January averaging $4.41/hr for B200. However, by March the market has been able to reprice itself with a mean rate of $5.09/hr, median price of $4.96/hr and peaks hitting $6.00/hr+ reaching as high as $6.11/hr. With Nebius’ pricing at $5.50/hr , it is squarely within its optimal pricing range, premium over most neocloud competition but far lower than hyperscalers’ spot prices. /docs.nebius.com At a $5.50/hr pricing level, Nebius would require approximately ~220,000 GPUs to hit $8 billion ARR. However, the higher its pricing goes the lower the number of GPUs it will need due to the increasing revenue from each GPU-hour sold, with minimal changes to its cost structure. For example, at ~$6/hr pricing, it would require ~200,000 GPUs. On the other hand, at ~$6.5...
N Rotteveel/iStock Editorial via Getty Images Bitcoin ( BTC-USD ) rose 2.9% on Wednesday as President Donald Trump extended the ceasefire with Iran. The world's largest digital currency touched $78.5K at the time of writing. The broader market sentiment also improved as reports suggested that there could be a possibility of another round of peace talks between the U.S. and Iran as soon as Friday. ...
N Rotteveel/iStock Editorial via Getty Images Bitcoin ( BTC-USD ) rose 2.9% on Wednesday as President Donald Trump extended the ceasefire with Iran. The world's largest digital currency touched $78.5K at the time of writing. The broader market sentiment also improved as reports suggested that there could be a possibility of another round of peace talks between the U.S. and Iran as soon as Friday. "Bitcoin is increasingly behaving as a hybrid asset, drawing inflows during periods of easing tensions and as a hedge during geopolitical uncertainty. Technically, $80,000 is the next significant resistance level, and the daily MACD suggests moderate upside momentum," David Morrison, senior market analyst, Trade Nation, said. “Recent market focus remains on the fluctuating U.S.-Iran negotiation progress, which directly drives oil price volatility around the $90-100/barrel level. Recent breakdowns in talks and threats of renewed blockades in the Strait of Hormuz have pushed crude higher, injecting persistent inflationary pressure that complicates the Fed's path—delaying rate cuts and maintaining a hawkish stance into late 2026," Ryan Lee, Chief Analyst at Bitget, said. This dynamic supports a risk-off tilt in traditional assets while bolstering BTC near $75,000 and ETH around $2,300 as a liquidity buffer, with gold also firming amid uncertainty, Lee added. More on Bitcoin Bitcoin Rises As Institutional Demand And Macro Backdrop Support Prices Bitcoin's Price Outlook: Bitcoin Shrugs Off Sluggishness And Targets Recent Highs. Is $80000 A Possibility? Whale's Insight: The Rebound Is Spreading Across Bitcoin, Altcoins, And Stocks Is BTC, ETH, SOL, XRP trend reversal here? Bitcoin leads $1.48B inflows Kalshi plans to offer crypto trading through perpetuals - report
Michael Vi/iStock Editorial via Getty Images By Nicholas Tan, Investment Research Analyst @ Khaveen Investments In this analysis, we initiate our coverage on NetApp ( NTAP ), a data infrastructure company that offers data storage and data services to customers. Its revenue has grown with an average growth rate of 0.95% across the last 10 years, while its net margins improved from 4.13% in FY2016 t...
Michael Vi/iStock Editorial via Getty Images By Nicholas Tan, Investment Research Analyst @ Khaveen Investments In this analysis, we initiate our coverage on NetApp ( NTAP ), a data infrastructure company that offers data storage and data services to customers. Its revenue has grown with an average growth rate of 0.95% across the last 10 years, while its net margins improved from 4.13% in FY2016 to 18.05% in FY2025. As such, its net earnings have improved from $229 million in FY2016 to $1,186 million in FY2025, with a CAGR of 20.05%. We thus examine whether the company could continue growing its earnings, as its earnings growth has considerably outpaced revenue. We first assess whether its gross margins could continue to improve. We then evaluate whether its operating and cash flow margins could continue to grow. Growing Gross Margins Company Data, Khaveen Investments Company Data, Khaveen Investments To analyze whether its gross margins could improve, we compile its historical gross margins for each segment and further calculate each segment’s contribution towards total gross profit as well as its change in gross margins. We find that its gross margins climbed from 60.82% in FY2016 to 70.19% in FY2025, showing its strong margin improvement. We also see that its Support gross margins are the highest among all the segments at 92.2% in FY2025, and account for the largest contribution towards total gross profits at 50.2%. Product gross margins are the 3 rd highest (FY2025, 58.0%) with the 2 nd highest contribution (FY2025, 38.2%). While Public Cloud has the 2 nd highest gross margins (FY2025), its change in gross margins has improved the most among all segments, improving at 6.33% on average from 2021 to 2025. From FY2016 to FY2025, Product gross margins improved 47.8% to 58.0%, while Support gross margins climbed slightly from 91.1% to 92.2%. Alongside their high gross profit contributions, this shows that the gross margin improvements from Product and Support support...
‘The first resident that Emma – a social robot – was introduced to was called Peter. After that, Emma assumed they were all called Peter, which everyone found hilarious. Then she broke down’ One morning in July 2025, I arrived in the small, quiet town of Albershausen in south-west Germany. It has only around 4,000 inhabitants. I went to visit a care home where they were piloting a social robot nam...
‘The first resident that Emma – a social robot – was introduced to was called Peter. After that, Emma assumed they were all called Peter, which everyone found hilarious. Then she broke down’ One morning in July 2025, I arrived in the small, quiet town of Albershausen in south-west Germany. It has only around 4,000 inhabitants. I went to visit a care home where they were piloting a social robot named Emma. A group of residents sat in a circle while Emma stood in the middle. She’s the height of a toddler, with big googly eyes, and was wearing a red hat knitted for her by one of the careworkers. The first resident she was introduced to was called Peter and, after he introduced himself, Emma assumed they were all called Peter, which everyone found hilarious. Then Emma broke down suddenly and the illusion was shattered. Later on, Emma was working again, and I found her in the dining room with Waltraud, the resident in this photo. It was a calmer, more focused moment. I decided to sit them across from one another at eye level, Waltraud facing Emma. There was a soft light in the room and they both seemed very present with one another. There are also paradoxes in the picture: the large windows showing the landscape outside, contrasting with the inside, which is ordered and clinical. In the middle you have an encounter between an elderly woman and a machine designed for companionship. They began speaking about picking flowers, about their favourite flowers – Waltraud is passionate about them, and Emma has an endless amount of knowledge due to her artificial intelligence. She can remember past conversations and recognise faces, too. Continue reading...
(RTTNews) - Shares of GE Vernova Inc. (GEV) are climbing about 14 percent during Wednesday morning trading after the company announced its first-quarter financial results, reporting net income of $4.750 billion or $17.44 per share from $264 million or $0.91 per share in the prior
(RTTNews) - Shares of GE Vernova Inc. (GEV) are climbing about 14 percent during Wednesday morning trading after the company announced its first-quarter financial results, reporting net income of $4.750 billion or $17.44 per share from $264 million or $0.91 per share in the prior
Survey by global economic forum shows ‘tax wedge’ in Britain increased to 32.4% of income in 2025 Business live – latest updates Taxes on workers in Britain rose at the fastest rate among the world’s richest economies last year, according to the Organisation for Economic Cooperation and Development . With Labour under pressure on the economy amid the Iran war, the OECD said a key measure of the to...
Survey by global economic forum shows ‘tax wedge’ in Britain increased to 32.4% of income in 2025 Business live – latest updates Taxes on workers in Britain rose at the fastest rate among the world’s richest economies last year, according to the Organisation for Economic Cooperation and Development . With Labour under pressure on the economy amid the Iran war, the OECD said a key measure of the total tax paid by workers and their employers rose by the most in the 38-member club of rich nations in 2025. Continue reading...
If charging speed is one of the major stumbling blocks preventing people from considering an electric vehicle, then ChargePoint's new Express Solo DC fast charger is a step in the right direction. It has been designed to be compact and work with DC power, making it easy to install in tight spaces. Oh, and it maxes out at a hefty 600 kW. As we saw with yesterday's news from CATL , EV batteries are ...
If charging speed is one of the major stumbling blocks preventing people from considering an electric vehicle, then ChargePoint's new Express Solo DC fast charger is a step in the right direction. It has been designed to be compact and work with DC power, making it easy to install in tight spaces. Oh, and it maxes out at a hefty 600 kW. As we saw with yesterday's news from CATL , EV batteries are getting more and more capable by the day. Increasing power can reduce charge times, as long as the battery can take it—BYD's new Blade battery can charge at up to 1.5 MW, and megawatt chargers are already common across China . Once again, you can see how badly the US is lagging in EVs. Most Tesla Superchargers max out at 250 kW, Electrify America stops at 350 kW, and even the new IONNA stations top out at 400 kW per plug . So the Express Solo's 600 kW—as powerful as a Formula E pit stop —sets a new benchmark, particularly for a standalone charger that could live in an urban gas station or convenience store parking lot. Read full article Comments
First Community ( FCCO ) declares $0.16/share quarterly dividend , in line with previous. Forward yield 2.12% Payable May 19; for shareholders of record May 5; ex-div May 5. See FCCO Dividend Scorecard, Yield Chart, & Dividend Growth. More on First Community Strong Asset Quality Still Supports A Buy Rating For First Community Corporation Seeking Alpha’s Quant Rating on First Community Historical e...
First Community ( FCCO ) declares $0.16/share quarterly dividend , in line with previous. Forward yield 2.12% Payable May 19; for shareholders of record May 5; ex-div May 5. See FCCO Dividend Scorecard, Yield Chart, & Dividend Growth. More on First Community Strong Asset Quality Still Supports A Buy Rating For First Community Corporation Seeking Alpha’s Quant Rating on First Community Historical earnings data for First Community Dividend scorecard for First Community Financial information for First Community
India, the world’s top importer of urea, has agreed to buy the nitrogen-based fertilizer at sharply higher prices than in a previous tender as the Middle East conflict disrupts supplies and pushes global benchmarks higher. Indian Potash Ltd. , which imports the crop nutrient for the government, will secure 1.5 million tons for delivery on the west coast at $935 per ton, while another 1 million ton...
India, the world’s top importer of urea, has agreed to buy the nitrogen-based fertilizer at sharply higher prices than in a previous tender as the Middle East conflict disrupts supplies and pushes global benchmarks higher. Indian Potash Ltd. , which imports the crop nutrient for the government, will secure 1.5 million tons for delivery on the west coast at $935 per ton, while another 1 million tons will be delivered on the east coast at $959 per ton, according to people familiar with the matter. The offers are almost 90% higher than what India agreed to pay in a tender before the start of the conflict, said the people, who asked not to be named due to the commercial sensitivity of the information. Urea from the Middle East, a major supplier to the South Asian nation, was quoted at $490 a ton before the war began, according to Green Markets data. A fertilizer ministry spokesperson didn’t immediately respond to an email seeking comment. More than two dozen firms submitted offers last week, quoting rates between $935 and $1,136 a ton. This would be India’s first purchase since the US-Israel strikes on Iran and comes at a crucial period ahead of sowing for monsoon crops such as rice, corn and soybeans. The 2.5 million-ton tender has not formally been awarded, but is expected to be confirmed by Thursday, the people said. Read More: India Gets Fertilizer Offers Near $1,000 as War Stokes Costs The South Asian nation’s urea production relies heavily on natural gas, much of it from the Middle East and used to make ammonia, a key feedstock for the fertilizer. Supply disruptions following the effective closure of the Strait of Hormuz forced some regional producers to idle plants last month. Indian authorities are now in talks with major producers and exporters to secure direct shipments of nitrogen-based and phosphatic fertilizers. Global urea prices have surged since the war began, with nearly 45% of global supply moving through the Persian Gulf, according to Bloomberg Intell...
Goldman Sachs Group Inc. named Akila Raman as global head of its private and alternatives capital markets business, according to a memo seen by Bloomberg News. Raman, most recently chief commercial and strategy officer of transaction banking at the bank, will in her new role lead capital raising, structuring and distribution within the growing alternatives asset class, the memo shows. She joined G...
Goldman Sachs Group Inc. named Akila Raman as global head of its private and alternatives capital markets business, according to a memo seen by Bloomberg News. Raman, most recently chief commercial and strategy officer of transaction banking at the bank, will in her new role lead capital raising, structuring and distribution within the growing alternatives asset class, the memo shows. She joined Goldman in 2004, was made a managing director in 2015 and became partner in 2018. The Wall Street lender also handed another long-time banker at the firm an expanded role, adding Americas head of equity derivatives to Michael Voris ’ duties. Voris, already Goldman’s co-head of equity capital markets in the Americas, will take on the equity derivatives role within the bank’s investment-grade capital markets and derivatives operation, the memo shows. Voris joined Goldman in 2010 as a vice president, and was tapped as a managing director in 2011 and partner in 2020. The memo announcing the appointments was authored by Pete Lyon and Mahesh Saireddy , global co-heads of the bank’s capital solutions group. Formed in early 2025, the group brought together the bank’s financing businesses in a move recognizing the convergence of public and private markets. Read More: Goldman Promotes Executives to Run Combined Financing Team A Goldman representative confirmed the contents of the memo.
Ployker/iStock via Getty Images Since my last Centrus Energy Corp. ( LEU ) analysis , in which I issued a Hold rating, the stock has fallen by -30% in price. Is this now a good entry point? Well, it's certainly better than before, but this is not a cheap stock from an absolute standpoint. If you are willing to tolerate heavy long-term volatility for alpha, I think the investment works. But you nee...
Ployker/iStock via Getty Images Since my last Centrus Energy Corp. ( LEU ) analysis , in which I issued a Hold rating, the stock has fallen by -30% in price. Is this now a good entry point? Well, it's certainly better than before, but this is not a cheap stock from an absolute standpoint. If you are willing to tolerate heavy long-term volatility for alpha, I think the investment works. But you need a strong stomach and a vision for the future to adhere to. There's a new award from Centrus to Geiger: a $900M time-and-materials contract through January 2031 for refurbishment, equipment installation, and site infra, but it's not a final investment decision. This is somewhat of a strong signal of preparedness for future growth to come, though, and links to the $900M HALEU conditional task order from DOE to Centrus in January. However, the Geiger deal reflects capacity buildout rather than realized demand at this stage. That said, it's certainly setting the stage for future execution well. Let's take a look ahead of their earnings on May 7th . The Geiger Project & Broader Capacity Trajectory Fluor is leading EPC and commissioning, while Geiger brings prior Piketon experience, though scope is still moving given that this is time-and-materials for now. Cost-overrun risk remains largely with Centrus. Centrus has already proven that its AC100M centrifuge works on a small scale, as since October 2023, 16 machines funded by the DOE have produced more than 1 metric ton of HALEU in total. That said, this is only demonstration, not commercial, scale. Centrus has a current HALEU output of about 0.9 metric tons per year, and the company's goal is about 12 metric tons per year after 2030. The jump in production there is about 10 times, so it's no surprise that capacity infrastructure is being planned at this stage. The company's goal of having a full cascade beginning readiness in 2029 is possible , but it still depends on centrifuge manufacturing in Oak Ridge, finishing its design ...