Call of Duty: Black Ops 7. | Image: Activision Blizzard Yesterday Microsoft announced some surprising news: at a time when everything in gaming is getting more expensive , Xbox Game Pass Ultimate was actually getting a price cut . Going forward, the subscription service will drop from $29.99 to $22.99 per month, less than a year after getting a major hike . But there's a caveat. Along with the che...
Call of Duty: Black Ops 7. | Image: Activision Blizzard Yesterday Microsoft announced some surprising news: at a time when everything in gaming is getting more expensive , Xbox Game Pass Ultimate was actually getting a price cut . Going forward, the subscription service will drop from $29.99 to $22.99 per month, less than a year after getting a major hike . But there's a caveat. Along with the cheaper price, Microsoft also announced that future Call of Duty games will no longer be available through Game Pass at launch. It's the end to a strange experiment from Microsoft, in which it attempted to boost its subscription service at the expense of selling Call of Duty games, which also happens to be on … Read the full story at The Verge.
Mesut Dogan/iStock Editorial via Getty Images The following segment was excerpted from the White Falcon Capital Q1 2026 Partner Letter. Oracle ( ORCL ) is reinventing itself from a traditional software company into a vertically integrated enterprise cloud provider, controlling the entire stack from infrastructure to database to enterprise applications. At its core, with its database and applicatio...
Mesut Dogan/iStock Editorial via Getty Images The following segment was excerpted from the White Falcon Capital Q1 2026 Partner Letter. Oracle ( ORCL ) is reinventing itself from a traditional software company into a vertically integrated enterprise cloud provider, controlling the entire stack from infrastructure to database to enterprise applications. At its core, with its database and applications, Oracle is the 'system of record' which executives rely on as the 'single source of truth' within an enterprise. Much of the world's government, financial, healthcare, and retail data runs on Oracle databases, making the platform deeply mission critical and exceptionally sticky. Even in a world where agents autonomously execute business processes, enterprises will always need a 'single source of truth' to reconcile transactions, diagnose failures, and audit agent driven decisions. Today, Oracle is leveraging this foundation to transform into a specialized cloud and AI business. Their strategy is to use their 'data moat' to pull AI workloads onto their infrastructure business (OCI). Because so much of the world's mission critical information already lives in Oracle databases, the company is using that position to attract AI training and inference workloads onto OCI. It is now the fourth largest hyperscaler but rather than compete head on with AWS, Azure, or Google, Oracle is partnering with them and giving enterprises multicloud flexibility. Interestingly, Oracle's late arrival to the cloud has actually worked in its favor as it could incorporate the industry's best architectural practices for its specific workloads. Even though this strategic pivot is logical, the market remains skeptical because cloud and AI infrastructure require enormous amounts of upfront capital. Early results are encouraging. Oracle is already generating solid cloud margins at its current scale, growing OCI consumption, and accelerating both its database and enterprise application businesses. Oracl...
Exclusive: Formby, an ally of Jeremy Corbyn who quit role in 2020, says Labour is now ‘in hock to corporate sponsors’ A former Labour general secretary has defected to the Green party, in the latest sign that allies of Jeremy Corbyn are moving in large numbers to Zack Polanski’s party. Jennie Formby, who managed the Labour party from 2018 to 2020, told the Guardian she had signed up as a Green par...
Exclusive: Formby, an ally of Jeremy Corbyn who quit role in 2020, says Labour is now ‘in hock to corporate sponsors’ A former Labour general secretary has defected to the Green party, in the latest sign that allies of Jeremy Corbyn are moving in large numbers to Zack Polanski’s party. Jennie Formby, who managed the Labour party from 2018 to 2020, told the Guardian she had signed up as a Green party member and intended to campaign for it before May’s local elections. Continue reading...
Brighton was fifth straight league defeat without scoring Interim head coach expected if Rosenior departs Chelsea are holding a review after a defeat at Brighton that has left Liam Rosenior on the brink of losing his job. Although club sources have stressed it is standard for debriefs to take place the day after a game, key discussions are taking place at Cobham and a managerial change for the sec...
Brighton was fifth straight league defeat without scoring Interim head coach expected if Rosenior departs Chelsea are holding a review after a defeat at Brighton that has left Liam Rosenior on the brink of losing his job. Although club sources have stressed it is standard for debriefs to take place the day after a game, key discussions are taking place at Cobham and a managerial change for the second time this season appears likely. Rosenior, appointed as head coach in January after the departure of Enzo Maresca, has overseen five successive defeats in the Premier League and there are growing concerns that support for him in the dressing room is draining away. Continue reading...
Investors are seizing what may be a fleeting opportunity to negotiate better terms when buying high-yield debt, turning the tables on borrowers for the first time in years. Companies that have sold junk bonds in the past month, including Bubble Wrap-maker Sealed Air Corp. , luxury sneaker brand Golden Goose Group SpA , and telecommunications firm TDC Brands , have all conceded to demands for stron...
Investors are seizing what may be a fleeting opportunity to negotiate better terms when buying high-yield debt, turning the tables on borrowers for the first time in years. Companies that have sold junk bonds in the past month, including Bubble Wrap-maker Sealed Air Corp. , luxury sneaker brand Golden Goose Group SpA , and telecommunications firm TDC Brands , have all conceded to demands for stronger legal protections for creditors. Amid war in the Middle East and tighter market conditions, “a number of issuers have agreed to amend documentation to get their deals over the line,” said Felicity Juckes , a high-yield portfolio manager at TwentyFour Asset Management LLP . “This has been a great reminder that investors still have bargaining power, and it makes sense to continue to be selective.” Over the past decade, with the exception of a brutal selloff in 2022 , heavy inflows into junk bonds from yield-hungry investors meant issuers could set terms that gave them greater flexibility. That changed in March, when a combination of the war and an AI-induced selloff in software companies led to sharp outflows from high-yield funds and negative returns from junk bond indexes, tipping the balance toward investors. “There is more of a two-way dialogue,” said Fabianna Del Canto , co-head of EMEA capital markets at Mitsubishi UFJ Financial Group Inc . “Particularly in some of the term loan B supply, we are seeing some negotiations happening and ultimately investor-friendly changes coming through, but then there’s also positioning – you’re almost expecting that you’re going to end up somewhere in the middle.” Spokespeople for Golden Goose and TDC declined to comment. Sealed Air did not respond to a request for comment. Pushback Borrowers have used their market power over the years to insert terms such as so-called portability clauses, which allow private equity firms to buy and sell companies without being forced into an early, above-par debt repayment. Loose covenants have als...
RoschetzkyIstockPhoto Tesla ( TSLA ) is set to report earnings after the closing bell on Wednesday, with investors closely watching for potential ripple effects across the broader market—particularly within exchange traded funds. As one of the most widely held equities in the ETF universe, Tesla carries significant influence over fund performance and flows. The electric vehicle maker is currently ...
RoschetzkyIstockPhoto Tesla ( TSLA ) is set to report earnings after the closing bell on Wednesday, with investors closely watching for potential ripple effects across the broader market—particularly within exchange traded funds. As one of the most widely held equities in the ETF universe, Tesla carries significant influence over fund performance and flows. The electric vehicle maker is currently included in 498 ETFs, with a combined 428.5M shares held across these funds. This widespread ownership underscores Tesla’s importance not only as a standalone stock but also as a key component in passive and active investment strategies. However, exposure varies meaningfully. While many funds hold Tesla as part of diversified portfolios, others maintain more concentrated positions, increasing their sensitivity to post-earnings price swings. As a result, any notable move in Tesla shares could have an amplified impact across ETFs with higher allocations. Listed below are the 10 ETFs with the largest portfolio allocations towards TSLA: GraniteShares 1.25x Long Tesla Daily ETF ( TSL ), 78.32% allocation. Simplify Volt TSLA Revolution ETF ( TESL ), 49.61% allocation. T-REX 2X Long Tesla Daily Target ETF ( TSLT ), 44.06% allocation. Roundhill TSLA WeeklyPay ETF ( TSW ), 19.76% allocation. Consumer Discretionary Select Sector SPDR Fund ( XLY ), 19.02% allocation. Grayscale Bitcoin Adopters ETF ( BCOR ), 18.85% allocation. Global X PureCap MSCI Consumer Discretionary ETF ( GXPD ), 18.84% allocation. Fidelity MSCI Consumer Discretionary Index ETF ( FDIS ), 16.6% allocation. Vanguard Consumer Discretionary ETF ( VCR ), 16.56% allocation. ProShares Ultra Consumer Discretionary ( UCC ), 15.93% allocation. More on markets ETFs extend their historic inflow streak to 82 months TS Lombard: Iran de-escalation could fuel a global market rally Hormuz disruption lingers: Markets price gradual reopening, not a quick fix Energy and AI drive positive earnings revisions while most sectors stall S&...
RoschetzkyIstockPhoto Tesla ( TSLA ) is set to report earnings after the closing bell on Wednesday, with investors closely watching for potential ripple effects across the broader market—particularly within exchange traded funds. As one of the most widely held equities in the ETF universe, Tesla carries significant influence over fund performance and flows. The electric vehicle maker is currently ...
RoschetzkyIstockPhoto Tesla ( TSLA ) is set to report earnings after the closing bell on Wednesday, with investors closely watching for potential ripple effects across the broader market—particularly within exchange traded funds. As one of the most widely held equities in the ETF universe, Tesla carries significant influence over fund performance and flows. The electric vehicle maker is currently included in 498 ETFs, with a combined 428.5M shares held across these funds. This widespread ownership underscores Tesla’s importance not only as a standalone stock but also as a key component in passive and active investment strategies. However, exposure varies meaningfully. While many funds hold Tesla as part of diversified portfolios, others maintain more concentrated positions, increasing their sensitivity to post-earnings price swings. As a result, any notable move in Tesla shares could have an amplified impact across ETFs with higher allocations. Listed below are the 10 ETFs with the largest portfolio allocations towards TSLA: GraniteShares 1.25x Long Tesla Daily ETF ( TSL ), 78.32% allocation. Simplify Volt TSLA Revolution ETF ( TESL ), 49.61% allocation. T-REX 2X Long Tesla Daily Target ETF ( TSLT ), 44.06% allocation. Roundhill TSLA WeeklyPay ETF ( TSW ), 19.76% allocation. Consumer Discretionary Select Sector SPDR Fund ( XLY ), 19.02% allocation. Grayscale Bitcoin Adopters ETF ( BCOR ), 18.85% allocation. Global X PureCap MSCI Consumer Discretionary ETF ( GXPD ), 18.84% allocation. Fidelity MSCI Consumer Discretionary Index ETF ( FDIS ), 16.6% allocation. Vanguard Consumer Discretionary ETF ( VCR ), 16.56% allocation. ProShares Ultra Consumer Discretionary ( UCC ), 15.93% allocation. More on markets ETFs extend their historic inflow streak to 82 months TS Lombard: Iran de-escalation could fuel a global market rally Hormuz disruption lingers: Markets price gradual reopening, not a quick fix Energy and AI drive positive earnings revisions while most sectors stall S&...
spooh/E+ via Getty Images Australia’s low-cost airline Jetstar Airways—a wholly owned subsidiary of Qantas Group ( QUBSF ) -- has selected Viasat’s ( VSAT ) AMARA in-flight connectivity for its Boeing ( BA ) 737 fleet. Viasat’s ( VSAT ) system will be installed in 11 of the carriers’ aircraft to provide passengers with internet connectivity and in-flight entertainment as part of Jetstar’s cabin mo...
spooh/E+ via Getty Images Australia’s low-cost airline Jetstar Airways—a wholly owned subsidiary of Qantas Group ( QUBSF ) -- has selected Viasat’s ( VSAT ) AMARA in-flight connectivity for its Boeing ( BA ) 737 fleet. Viasat’s ( VSAT ) system will be installed in 11 of the carriers’ aircraft to provide passengers with internet connectivity and in-flight entertainment as part of Jetstar’s cabin modernization program. Installation has already begun, with the initial aircraft entering service earlier this month. Full fleet installations will continue through mid-2027. The partnership between Jetstar and Viasat ( VSAT ) is part of Viasat’s ( VSAT ) effort to expand its global network, including the continued development of ViaSat-3 capacity to add new bandwidth across the Asia-Pacific region and integration of Ka-band low Earth orbit (LEO) capacity from Telesat Lightspeed ( TSAT ). Viasat ( VSAT ) shares opened higher, adding to its 687% year-over-year gain. Source: Press Release More on Viasat Viasat: Riding The Space Hype, But The Fundamentals Suggest Caution Viasat Stock: Reiterating My Buy Rating After Its Q3 Earnings Viasat, Inc. (VSAT) Q3 2026 Earnings Call Transcript Viasat enters Boeing evaluation process for next-gen AERA antenna terminal Viasat earns upgrade on spectrum assets, potential defense divestiture
Robinhood周三宣布，其面向散户投资者的专属投资工具Robinhood Ventures Fund I已入股私营人工智能公司OpenAI，持有少量股份。 该基金为散户投资者提供投资多家私营科技公司的渠道，此次向这家AI巨头投资了7500万美元。该基金已于今年3月上市，并在纽约证券交易所开始交易。 Robinhood Ventures Fund I总裁在声明中表示：“OpenAI是一家前沿的人...
Robinhood周三宣布，其面向散户投资者的专属投资工具Robinhood Ventures Fund I已入股私营人工智能公司OpenAI，持有少量股份。 该基金为散户投资者提供投资多家私营科技公司的渠道，此次向这家AI巨头投资了7500万美元。该基金已于今年3月上市，并在纽约证券交易所开始交易。 Robinhood Ventures Fund I总裁在声明中表示：“OpenAI是一家前沿的人工智能公司，我们非常自豪能将其纳入基金组合。作为该基金迄今为止最大的投资之一，这凸显了我们的核心使命：为普通投资者提供我们认为正在塑造未来的变革型公司的投资机会。” 此举标志着两家公司在去年夏季公开争执后的和解。此前，Robinhood在欧洲推出OpenAI和SpaceX的“代币化”股票，但OpenAI公开表示这些代币不代表公司实际股权。与此前不同，此次该基金通过购买OpenAI普通股完成投资，属于传统的股权投资结构。 这笔7500万美元的投资反映了散户投资者对领先AI公司日益增长的投资需求。该基金的投资组合还包括Airwallex、Boom、Databricks、ElevenLabs、Mercor、Oura、Ramp、Revolut和Stripe等私营科技公司。 责任编辑：张俊 SF065