In recent trading, shares of Huntsman Corp (Symbol: HUN) have crossed above the average analyst 12-month target price of $12.64, changing hands for $13.26/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuati
In recent trading, shares of Huntsman Corp (Symbol: HUN) have crossed above the average analyst 12-month target price of $12.64, changing hands for $13.26/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valuati
In recent trading, shares of Clear Secure Inc (Symbol: YOU) have crossed above the average analyst 12-month target price of $52.25, changing hands for $52.62/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valu
In recent trading, shares of Clear Secure Inc (Symbol: YOU) have crossed above the average analyst 12-month target price of $52.25, changing hands for $52.62/share. When a stock reaches the target an analyst has set, the analyst logically has two ways to react: downgrade on valu
William_Potter/iStock via Getty Images Kinder Morgan ( KMI ) stock has surged 17.3% since my last report and now trades ahead of my base case price target of $31.41 and just slightly below my bullish $33.34 price target. While the company’s business model largely shields it from the commodity price fluctuations, the situation in the Middle East may have some positive consequences, which I discuss ...
William_Potter/iStock via Getty Images Kinder Morgan ( KMI ) stock has surged 17.3% since my last report and now trades ahead of my base case price target of $31.41 and just slightly below my bullish $33.34 price target. While the company’s business model largely shields it from the commodity price fluctuations, the situation in the Middle East may have some positive consequences, which I discuss in this report along with an update on the price target. The Opportunities And Risks For Kinder Morgan Oil prices have increased 75% since the start of the war, while natural gas prices in the EU have spiked nearly 60%. The company’s exposure is 65% to natural gas, 9% to carbon dioxide and 26% to refined products. Kinder Morgan is largely shielded against volatility in commodity prices, but there still are opportunities. Kinder Morgan Kinder Morgan is only partially exposed to fluctuations in commodity prices. So, on 5% of their price-based business they can benefit from higher commodity prices. 64% of their business is take-or-pay, which is basically a capacity lease. Regardless of whether a customer uses reserved capacity it pays a fee. 26% of the business is volume-based, and that may be where the bigger benefit lies for Kinder Morgan. With supply from the Middle East choked, countries may look elsewhere for their natural gas imports, and as the company that moves 40% of the U.S. natural gas production through 55,000 miles of natural gas pipelines, Kinder Morgan is positioned well to benefit from a potential uplift in production. Furthermore, the company derives cash flow from refined product streaming. So, what could benefit Kinder Morgan is not so much the change in the commodity prices but the secondary effect where demand for U.S. gas and refined products increases, which leads to higher volumes boosting the volume-based business and may also strengthen pricing power on new take-or-pay contracts. There are also risks, which include that oil and gas prices are so high...
A highly alarming New Yorker feature on the machinations of Sam Altman drove me to test his AI for myself. The results were, well, highly alarming A corollary of the truism “don’t sweat the small stuff” is, by implication, “do sweat the big stuff”, but it can be hard to pick which big stuff to sweat. For example: since the 1970s, as the world has worried about inflation and rolling geopolitics, th...
A highly alarming New Yorker feature on the machinations of Sam Altman drove me to test his AI for myself. The results were, well, highly alarming A corollary of the truism “don’t sweat the small stuff” is, by implication, “do sweat the big stuff”, but it can be hard to pick which big stuff to sweat. For example: since the 1970s, as the world has worried about inflation and rolling geopolitics, the big stuff we should have been sweating more urgently was the climate crisis. Last year, the top trending search on Google in the US was “Charlie Kirk”, with several terms relating to the threat posed by Donald Trump also popular, when the focus should arguably have been the threat posed by AI. Or, per my own Googling this week after reading Ronan Farrow and Andrew Marantz’s highly alarming lengthy piece in the New Yorker about the rise of artificial general intelligence: “Will I be a member of the permanent underclass and how can I make that not happen?” Emma Brockes is a Guardian columnist Continue reading...
With the big banks about to kick off the new earnings-reporting season, this is a good moment to ask what three of the most influential financial institutions have delivered for long-term investors. Three Banks, Three Very Different Journeys Bank of America (NYSE: BAC) spent the decade quietly compounding. CEO Brian Moynihan leaned into digital banking, ... If You Invested $1,000 in Bank of Americ...
With the big banks about to kick off the new earnings-reporting season, this is a good moment to ask what three of the most influential financial institutions have delivered for long-term investors. Three Banks, Three Very Different Journeys Bank of America (NYSE: BAC) spent the decade quietly compounding. CEO Brian Moynihan leaned into digital banking, ... If You Invested $1,000 in Bank of America, Citigroup, or Wells Fargo 10 Years Ago
Investing.com -- Goldman Sachs sees broad fundamental upside across the semiconductor sector heading into first-quarter earnings, but with a selective view on which names may outperform and which could disappoint.
Investing.com -- Goldman Sachs sees broad fundamental upside across the semiconductor sector heading into first-quarter earnings, but with a selective view on which names may outperform and which could disappoint.
Two cybersecurity stocks are likely to gain ground following Anthropic's release of an advanced artificial intelligence solution tied to Project Glasswing, its latest cybersecurity initiative, according to JPMorgan. The investment bank reiterated overweight ratings on CrowdStrike Holdings and Palo Alto Networks in a new report, setting a 12-month price target of $475 on the former and $200 on the ...
Two cybersecurity stocks are likely to gain ground following Anthropic's release of an advanced artificial intelligence solution tied to Project Glasswing, its latest cybersecurity initiative, according to JPMorgan. The investment bank reiterated overweight ratings on CrowdStrike Holdings and Palo Alto Networks in a new report, setting a 12-month price target of $475 on the former and $200 on the latter. "The near-term read from Glasswing is constructive for Security, particularly for CRWD and PANW which were named founding partners and essential layers in the defensive stack, rather than competitive targets," JPMorgan analyst Brian Essex wrote Wednesday. "We view the partnership as a logical step and an indication that Security vendors are essential partners in the effort to fight AI with AI." Anthropic announced Tuesday its advanced AI model, Claude Mythos Preview, would become available to more than 40 companies , including Google and Apple, in connection with Project Glasswing. The model is designed to detect and patch critical vulnerabilities in software, with the goal of securing digital infrastructure against AI-related exploitation. The rollout comes weeks after Fortune magazine reported on the planned debut of Mythos, sending cybersecurity stocks lower as investors mulled over the potential disruption to existing security vendors. But CrowdStrike and Palo Alto Networks are unlikely to be hit by AI disruption risks because they are actively working with Anthropic on Claude Mythos Preview, according to JPMorgan. "Anthropic was entering the security tool space as a potential disruptor; today it is partnering with incumbents and restricting model access to vetted defensive use," Essex wrote. AI is "compounding the security challenge," the analyst wrote, adding that "over 50% of enterprise AI usage [happens] through personal instances outside IT visibility." The risks posed by the emerging technology's proliferation should boost demand for advanced cybersecurity...
Anthropic has launched a new cybersecurity AI model to a select group of customers, including Amazon, Apple, and Microsoft, days after details about the project were leaked online. Its new model Claude Mythos Preview would be available only to vetted organisations, including Broadcom, Cisco, and CrowdStrike, Anthropic said on Tuesday. The company added it was also in discussions with the US govern...
Anthropic has launched a new cybersecurity AI model to a select group of customers, including Amazon, Apple, and Microsoft, days after details about the project were leaked online. Its new model Claude Mythos Preview would be available only to vetted organisations, including Broadcom, Cisco, and CrowdStrike, Anthropic said on Tuesday. The company added it was also in discussions with the US government about its use. The announcement follows a data leak by the San Francisco start-up last month, when descriptions of the Mythos model and other documents were discovered in a publicly accessible data cache. Read full article Comments
Atlanta’s Reynaldo López, LA’s Jorge Soler throw punches Benches and bullpens clear in fifth inning The two had played together on the 2024 Braves Atlanta Braves pitcher Reynaldo López and Los Angeles Angels designated hitter Jorge Soler were ejected after getting into a brawl Tuesday night. Soler homered off López in the first inning, then was hit by a 96-mph fastball from the right-hander his ne...
Atlanta’s Reynaldo López, LA’s Jorge Soler throw punches Benches and bullpens clear in fifth inning The two had played together on the 2024 Braves Atlanta Braves pitcher Reynaldo López and Los Angeles Angels designated hitter Jorge Soler were ejected after getting into a brawl Tuesday night. Soler homered off López in the first inning, then was hit by a 96-mph fastball from the right-hander his next time up. In the fifth, Soler charged the mound after López threw a high-and-inside wild pitch that tipped off catcher Jonah Heim’s mitt. Continue reading...
Investors around the world breathed a sigh of relief at the prospect of peace — and an easing of the global energy crisis. (Image credit: Michael M. Santiago/Getty Images)
Investors around the world breathed a sigh of relief at the prospect of peace — and an easing of the global energy crisis. (Image credit: Michael M. Santiago/Getty Images)
Key PointsThe President and COO of Adaptive Biotechnologies Corporation reported the sale of 38,120 shares for about $554,000, based on a weighted average transaction price of $14.53 per share across April 1–2, 2026.
Key PointsThe President and COO of Adaptive Biotechnologies Corporation reported the sale of 38,120 shares for about $554,000, based on a weighted average transaction price of $14.53 per share across April 1–2, 2026.