CHTR's Q1 shows pressure from declining video and Internet customers, with revenues slipping despite solid mobile growth and improved advertising sales.
CHTR's Q1 shows pressure from declining video and Internet customers, with revenues slipping despite solid mobile growth and improved advertising sales.
A Mahan Air passenger plane taxis at Guangzhou Baiyun International Airport. Photo: VCG Iranian carrier Mahan Air will resume passenger flights between Iran and China on April 27 as the Middle Eastern nation gradually reopens its airspace following closures triggered by the ongoing regional conflict. The flight resumption underscores the slow and fragmented recovery of Middle Eastern civil aviatio...
A Mahan Air passenger plane taxis at Guangzhou Baiyun International Airport. Photo: VCG Iranian carrier Mahan Air will resume passenger flights between Iran and China on April 27 as the Middle Eastern nation gradually reopens its airspace following closures triggered by the ongoing regional conflict. The flight resumption underscores the slow and fragmented recovery of Middle Eastern civil aviation following the outbreak of the U.S.-Iran war in late February, with international carriers remaining cautious about using the region’s skies because of lingering security risks.
Tight oil supply due to the U.S.-Iran war and the closure of the Strait of Hormuz is a tailwind for tanker companies, according to Jefferies. The bank initiated coverage on three tanker companies on Friday and said the stocks are their top picks in the space: International Seaways , Scorpio Tankers and Navios Maritime Partners . Tanker stocks have surged in 2026. Jefferies analyst Stephanie Moore ...
Tight oil supply due to the U.S.-Iran war and the closure of the Strait of Hormuz is a tailwind for tanker companies, according to Jefferies. The bank initiated coverage on three tanker companies on Friday and said the stocks are their top picks in the space: International Seaways , Scorpio Tankers and Navios Maritime Partners . Tanker stocks have surged in 2026. Jefferies analyst Stephanie Moore wrote that on average they're up 50% year to date. And it's not just the Middle East conflict fueling the rise: the companies stand to benefit from absorbing Venezuelan oil flows and a permanent shift of trade routes prompted by the longevity of the four-year long Russia-Ukraine conflict. Jefferies placed a buy rating on International Seaways and a $90 price target, which indicates a 17% gain from Thursday's close. The company is already up 60% in 2026. INSW YTD mountain International Seaways year-to-date chart. What makes International Seaways unique is its exposure to both crude and refined products. "Most peers are concentrated on only one side of the market," Moore wrote. "Seaways' focus on debt repayment in 2022 and 2023 has translated into lower cash breakevens across its fleet (~$13,000/day), significant [free cash flow] generation, a strong liquidity position, and significant optionality for shareholder returns," she added. Moore also placed a buy rating and $90 price target on Scorpio Tankers, which also implies a 17% gain from Thursday's close. Scorpio's stock has climbed more than 50% year to date. She noted the stock delivered a dividend of 45 cents per share in the fourth quarter, which she said is sustainable thanks to the company's disciplined cash allocation. Lastly, Jefferies rates Navios Maritime Partners a buy with a $85 price target. That represents a 22% rise from Thurday's close. Shares have gained 33% year to date. Navios' 171-vessel fleet is the largest of the three companies, and includes containerships and dry bulk ships in addition to tankers. "Th...
Sources say German group may struggle to recoup its investment as titles shift to less profitable models Axel Springer did not complete due diligence on the Telegraph before sealing its £575m takeover , with sources saying the German media company could struggle to recoup its eye-watering investment as the titles shift toward less-profitable digital subscribers. To wrap up the deal quickly, Mathia...
Sources say German group may struggle to recoup its investment as titles shift to less profitable models Axel Springer did not complete due diligence on the Telegraph before sealing its £575m takeover , with sources saying the German media company could struggle to recoup its eye-watering investment as the titles shift toward less-profitable digital subscribers. To wrap up the deal quickly, Mathias Döpfner, the chief executive of Axel Springer, decided to forgo the usual extensive due diligence process to vet the value and prospects of a company, according to multiple sources. Continue reading...
Exclusive: International Energy Agency’s Fatih Birol, the world’s leading energy economist, also says UK should largely forgo North Sea expansion The oil crisis triggered by the Iran war has changed the fossil fuel industry for ever, turning countries away from fossil fuels to secure energy supplies, the world’s leading energy economist said. Fatih Birol, the executive director of the Internationa...
Exclusive: International Energy Agency’s Fatih Birol, the world’s leading energy economist, also says UK should largely forgo North Sea expansion The oil crisis triggered by the Iran war has changed the fossil fuel industry for ever, turning countries away from fossil fuels to secure energy supplies, the world’s leading energy economist said. Fatih Birol, the executive director of the International Energy Agency (IEA), also said that, despite pressure, the UK should forgo much of its potential North Sea expansion. Continue reading...
Marylebone theatre, London A tremendous cast lifts what might have been a formulaic drama into a compelling examination of contested memory Arthur Miller is evidently speaking to the moment. Several revivals have surged on to London stages, almost at once, all refracting the corruptions of power, wealth and conformity in our current world. This odd, explosive drama about two estranged brothers fol...
Marylebone theatre, London A tremendous cast lifts what might have been a formulaic drama into a compelling examination of contested memory Arthur Miller is evidently speaking to the moment. Several revivals have surged on to London stages, almost at once, all refracting the corruptions of power, wealth and conformity in our current world. This odd, explosive drama about two estranged brothers follows the recent, stupendous West End revival of All My Sons and the mysterious, magnetic Broken Glass at the Young Vic. The scenario is simple: Victor (Elliot Cowan), a disgruntled man approaching 50, invites furniture dealer Gregory Solomon (Henry Goodman) to buy his late father’s old yet prized possessions from a building that will soon be demolished. They spend half the play brokering the deal until Victor’s more successful – and to him disloyal – brother Walter (John Hopkins) turns up, whereupon the play reveals its true face as a fractious family face-off. Continue reading...
Saturday marks one year since Virginia Giuffre’s death – and other survivors are making a public reckoning possible Saturday will mark one year since the death of Virginia Giuffre, one of the first women to surrender her anonymity, detail her experiences and publicly call for criminal charges against convicted child sex offender Jeffrey Epstein. For other Epstein survivors such as Liz Stein and Je...
Saturday marks one year since Virginia Giuffre’s death – and other survivors are making a public reckoning possible Saturday will mark one year since the death of Virginia Giuffre, one of the first women to surrender her anonymity, detail her experiences and publicly call for criminal charges against convicted child sex offender Jeffrey Epstein. For other Epstein survivors such as Liz Stein and Jess Michaels, Giuffre’s public reckoning made it possible to finally name what had happened to them. “I saw myself in Virginia, in [Epstein survivor] Maria Farmer, in all of them,” said Danielle Bensky, who was pulled into Epstein’s orbit when she was 17. “And I thought: if they can be victimized, anyone can be. I was not alone. I finally understood that we were not going to be silent any more. Continue reading...
The administration of Donald Trump has threatened action to shield the US artificial intelligence industry from being “distilled” by Chinese rivals, in a move analysts say could weed out weaker players in China’s AI sector within a year. In a memo released on Thursday, Michael Kratsios, the science and technology adviser to the US president, warned that “surreptitious, unauthorised distillation ca...
The administration of Donald Trump has threatened action to shield the US artificial intelligence industry from being “distilled” by Chinese rivals, in a move analysts say could weed out weaker players in China’s AI sector within a year. In a memo released on Thursday, Michael Kratsios, the science and technology adviser to the US president, warned that “surreptitious, unauthorised distillation campaigns” were enabling foreign entities – mainly in China – to release models that appear to match...
The US and European Union on Friday reached an agreement to coordinate on securing critical minerals and bolstering supply chains, in a move meant to reduce reliance on China for rare earths and permanent magnets. The plan includes an agreement to collaborate on setting price floors, subsidies and other trade measures to boost a critical minerals market among the participating nations, according t...
The US and European Union on Friday reached an agreement to coordinate on securing critical minerals and bolstering supply chains, in a move meant to reduce reliance on China for rare earths and permanent magnets. The plan includes an agreement to collaborate on setting price floors, subsidies and other trade measures to boost a critical minerals market among the participating nations, according to a document issued by the US. The Office of the US Trade Representative and the European Commission’s Directorate-General for Trade and Economic Security will implement the action plan, it said. “We will explore how trade measures, such as border-adjusted price floors, can strengthen our domestic critical minerals industries and the downstream sectors critical to our industrial competitiveness,” US Trade Representative Jamieson Greer said in a statement. Read More: EU, US Near Critical Minerals Deal to Combat Chinese Control The action plan doesn’t mention China by name but it is the intended target. China processes more than 80% of the world’s rare earths, and its decision last year to impose export controls on certain rare earths and permanent magnets intensified the trade war with the US. The minerals accord is a rare bright spot in the EU-US relationship, which has come under fresh strain after President Donald Trump blasted Europeans for not helping with his war against Iran. The minerals plan carries symbolic significance, indicating the two sides are aligned on the need to reduce Chinese supply-chain dependence for the essential materials.
Your retirement savings and your future Social Security benefits can both help cover your living costs in retirement. But what many don't realize is that where you save for retirement can affect how much of your Social Security checks you're allowed to keep. There's one popular account in particular that could cost you down the road. If you're stashing a lot of money here, it's not too late to cha...
Your retirement savings and your future Social Security benefits can both help cover your living costs in retirement. But what many don't realize is that where you save for retirement can affect how much of your Social Security checks you're allowed to keep. There's one popular account in particular that could cost you down the road. If you're stashing a lot of money here, it's not too late to change your strategy so you can hold on to more of your Social Security benefits in retirement. Image source: Getty Images. Continue reading
Dzmitry Skazau/iStock via Getty Images Performance assessment Amazon.com, Inc. ( AMZN ) has lagged the broader market index slightly since my last update on the stock. Performance since HA's Last Article on AMZN (Seeking Alpha, HA's Last Article on AMZN) So I think my Hold view has been appropriate so far. Elevator pitch I am getting bullish on Amazon ahead of its earnings release on 29 April '26 ...
Dzmitry Skazau/iStock via Getty Images Performance assessment Amazon.com, Inc. ( AMZN ) has lagged the broader market index slightly since my last update on the stock. Performance since HA's Last Article on AMZN (Seeking Alpha, HA's Last Article on AMZN) So I think my Hold view has been appropriate so far. Elevator pitch I am getting bullish on Amazon ahead of its earnings release on 29 April '26 : There are 3 key reasons for why I'm not alarmed by high capex spend. AWS is losing market share but this matters less as absolute growth is strong. In-house AI chips can improve long term margins. There is some valuation risk. AMZN is breaking out and looks ready to make more new highs. There are 3 key reasons for why I'm not alarmed by high capex spend One figure many investors will be watching in the upcoming Q1 FY26 release would be capex, especially after the market took the initial news of Amazon's $200B capex spend ( vs $150B consensus ) negatively . But I am not as concerned by this high capex spend for a few reasons: Firstly, the spending is rather broad-based and not merely focused on AI infrastructure: With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, and low earth orbit satellites, we expect to invest about $200 billion in capital expenditures across Amazon in 2026, and anticipate strong long-term return on invested capital. - CEO Andy Jassy in the Q4 FY25 Press Release . This makes direct comparisons to Alphabet's ( GOOGL , GOOG ) $180B capex guidance for FY26 a bit flawed since Alphabet's spend is largely on AI infrastructure in data centers . Secondly, there is a good amount of visibility and customer lock-in for a bulk of the expected capex spend: Of the AWS capex we expect to spend in 2026, much of which will be monetized in 2027-2028, we already have customer commitments for a substantial portion of it. - CEO Andy Jassy in his FY25 shareholder letter . And thirdly, betting big to seize a dominating posi...
Dzmitry Skazau/iStock via Getty Images Performance assessment Amazon.com, Inc. ( AMZN ) has lagged the broader market index slightly since my last update on the stock. Performance since HA's Last Article on AMZN (Seeking Alpha, HA's Last Article on AMZN) So I think my Hold view has been appropriate so far. Elevator pitch I am getting bullish on Amazon ahead of its earnings release on 29 April '26 ...
Dzmitry Skazau/iStock via Getty Images Performance assessment Amazon.com, Inc. ( AMZN ) has lagged the broader market index slightly since my last update on the stock. Performance since HA's Last Article on AMZN (Seeking Alpha, HA's Last Article on AMZN) So I think my Hold view has been appropriate so far. Elevator pitch I am getting bullish on Amazon ahead of its earnings release on 29 April '26 : There are 3 key reasons for why I'm not alarmed by high capex spend. AWS is losing market share but this matters less as absolute growth is strong. In-house AI chips can improve long term margins. There is some valuation risk. AMZN is breaking out and looks ready to make more new highs. There are 3 key reasons for why I'm not alarmed by high capex spend One figure many investors will be watching in the upcoming Q1 FY26 release would be capex, especially after the market took the initial news of Amazon's $200B capex spend ( vs $150B consensus ) negatively . But I am not as concerned by this high capex spend for a few reasons: Firstly, the spending is rather broad-based and not merely focused on AI infrastructure: With such strong demand for our existing offerings and seminal opportunities like AI, chips, robotics, and low earth orbit satellites, we expect to invest about $200 billion in capital expenditures across Amazon in 2026, and anticipate strong long-term return on invested capital. - CEO Andy Jassy in the Q4 FY25 Press Release . This makes direct comparisons to Alphabet's ( GOOGL , GOOG ) $180B capex guidance for FY26 a bit flawed since Alphabet's spend is largely on AI infrastructure in data centers . Secondly, there is a good amount of visibility and customer lock-in for a bulk of the expected capex spend: Of the AWS capex we expect to spend in 2026, much of which will be monetized in 2027-2028, we already have customer commitments for a substantial portion of it. - CEO Andy Jassy in his FY25 shareholder letter . And thirdly, betting big to seize a dominating posi...
The carousel was first desegregated when part of Gwynn Oak Amusement Park in Baltimore in 1963. It was moved to the National Mall after the park closed. (Image credit: Valerie Plesch for NPR)
The carousel was first desegregated when part of Gwynn Oak Amusement Park in Baltimore in 1963. It was moved to the National Mall after the park closed. (Image credit: Valerie Plesch for NPR)
At Holdings Channel, we have reviewed the latest batch of the 50 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Philip Morris International Inc (Symbol: PM) was held by 24 of these funds. When hedge fund managers appear to be thinking alike, we fin
At Holdings Channel, we have reviewed the latest batch of the 50 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Philip Morris International Inc (Symbol: PM) was held by 24 of these funds. When hedge fund managers appear to be thinking alike, we fin