fengdr Here's a list of key deals reported across sectors this week: Helix Energy Solutions ( HLX ) and Hornbeck Offshore Services ( HOS ) said Thursday they agreed to merge in an all-stock deal, creating a premier integrated offshore services company. Tesla ( TSLA ) disclosed in a regulatory filing an agreement to acquire an unnamed AI hardware company for up to $2B in Tesla common stock and equi...
fengdr Here's a list of key deals reported across sectors this week: Helix Energy Solutions ( HLX ) and Hornbeck Offshore Services ( HOS ) said Thursday they agreed to merge in an all-stock deal, creating a premier integrated offshore services company. Tesla ( TSLA ) disclosed in a regulatory filing an agreement to acquire an unnamed AI hardware company for up to $2B in Tesla common stock and equity awards. KeyCorp ( KEY ) is set to acquire the UK-based Clearwater Corporate Finance, marking the diversified bank's entry into the Western European market. Eli Lilly ( LLY ) on Monday announced an agreement to acquire Kelonia Therapeutics, a privately held cancer drug developer, in a deal worth up to $7B in cash. Sila Realty Trust ( SILA ) stock was surging after the net lease REIT announced a definitive merger agreement with certain affiliates of Blue Owl Capital ( OWL ) involving an all-cash transaction valued at ~$2.4B. USA Rare Earth ( USAR ) down 3.8% pre-market Monday after saying it agreed to acquire Brazilian rare earths miner Serra Verde Group for $300M in cash and 126.85M common shares, implying an equity value of ~$2.8B. QXO Inc. ( QXO ) on Sunday said it has agreed to acquire TopBuild Corp. ( BLD ) in a transaction valued at about $17 billion, a move that would broaden its presence across several building products categories in North America. Teleflex ( TFX ) rose 9.7% after a report that CVC Capital Partners and GTCR teamed up for a takeover offer for the medical equipment provider. The PE firms have been working together to consider a possible takeover for Teleflex ( TFX ), according to a Bloomberg report late Tuesday. More on related tickers, etc. ESCO Technologies Inc. (ESE) Megger Group Limited - M&A Call - Slideshow American Express' Moat Is More Resistant Than What You Think ESCO Technologies: A Big Move Towards Utilities American Express to acquire Hypercard, adding to AI, expense management expertise Wipro Hydraulics to acquire Italy’s Indeco in expa...
French president cites joint military aid to Cyprus as proof of Europe’s ability to defend itself during trip to Athens Emmanuel Macron has spoken up for Europe’s ability to defend itself, saying a mutual assistance clause, enshrined in the EU treaty, was unambiguous and “not just words”. The French president said the pact had already been proved in action when several member states sent military ...
French president cites joint military aid to Cyprus as proof of Europe’s ability to defend itself during trip to Athens Emmanuel Macron has spoken up for Europe’s ability to defend itself, saying a mutual assistance clause, enshrined in the EU treaty, was unambiguous and “not just words”. The French president said the pact had already been proved in action when several member states sent military aid to Cyprus after a drone attack against a British airbase on the island on 28 February. Continue reading...
Federal Appeals Court Allows Texas To Enforce State Immigration Law Authored by Matthew Vadum via The Epoch Times, A divided federal appeals court on April 24 allowed Texas to enforce a state law that permits the arrest and prosecution of individuals thought to have unlawfully crossed the U.S.-Mexico border. The U.S. Court of Appeals for the Fifth Circuit voted 10–7 to undo a 2024 injunction that ...
Federal Appeals Court Allows Texas To Enforce State Immigration Law Authored by Matthew Vadum via The Epoch Times, A divided federal appeals court on April 24 allowed Texas to enforce a state law that permits the arrest and prosecution of individuals thought to have unlawfully crossed the U.S.-Mexico border. The U.S. Court of Appeals for the Fifth Circuit voted 10–7 to undo a 2024 injunction that had prevented enforcement of the law known as Senate Bill 4. Initially, the former Biden administration had challenged the statute, but the second Trump administration dropped the challenge in March 2025. SB 4, which Texas Gov. Greg Abbott, a Republican, signed in December 2023, would make it a state-level crime to illegally enter or re-enter Texas from a foreign country, give state judges authority to order that violators leave the United States, and allow prison sentences of up to 20 years for those refusing to comply. The Fifth Circuit did not address the merits of the case because it found that the groups challenging the law—Las Americas Immigrant Advocacy Center and American Gateways—lacked legal standing to do so. Standing refers to the right of someone to sue in court. The parties must demonstrate a strong enough connection to the controversy before the court to justify their participation in a lawsuit. The groups had argued that SB 4 was preempted—or superseded—by the federal Immigration and Nationality Act. “This case concerns whether the State of Texas, exercising its historic, sovereign police powers, can legislatively protect its citizens from a surge of illegal aliens in response to an unprecedented border crisis and a declared invasion,” Circuit Judge Jerry E. Smith wrote for the majority. “The [federal] district court judge and a divided panel held that it cannot. Because the Plaintiffs that are challenging the new statute lack standing, we vacate the [district court’s] preliminary injunction without addressing the merits of the preemption claim.” The majori...
Alphabet announces plans to invest up to $40b in Anthropic, deepening their AI partnership. As part of the deal, Anthropic will use Google Cloud as its primary AI infrastructure provider. The agreement includes long term commitments around cloud capacity and access to Alphabet’s TPU chips. Alphabet, listed as NasdaqGS:GOOGL, is tying this large AI commitment to a share price of $344.4. The stock h...
Alphabet announces plans to invest up to $40b in Anthropic, deepening their AI partnership. As part of the deal, Anthropic will use Google Cloud as its primary AI infrastructure provider. The agreement includes long term commitments around cloud capacity and access to Alphabet’s TPU chips. Alphabet, listed as NasdaqGS:GOOGL, is tying this large AI commitment to a share price of $344.4. The stock has returned 18.4% over the past 30 days and 9.3% year to date, with a 1 year return of 113.4%...
You're in good company if you take a long-term approach to investing. After all, Warren Buffett, the famed Oracle of Omaha, stated that his favorite holding period is forever. Investment success doesn't just depend on holding stocks for a very long time, of course. You have to choose companies that have the right characteristics for long-term success. This includes businesses that have competitive...
You're in good company if you take a long-term approach to investing. After all, Warren Buffett, the famed Oracle of Omaha, stated that his favorite holding period is forever. Investment success doesn't just depend on holding stocks for a very long time, of course. You have to choose companies that have the right characteristics for long-term success. This includes businesses that have competitive advantages. Investors also need to understand the companies that they invest in. Nike (NYSE: NKE) and Lululemon Athletica (NASDAQ: LULU) have become well-known brands, which gives you a good starting place before conducting a deeper dive. Continue reading
Shares of cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) jumped 3.5% in the afternoon session after Meta struck a multi-billion dollar deal with its Amazon Web Services (AWS) division and multiple analysts raised their price targets on the stock.
Shares of cloud computing and online retail behemoth Amazon (NASDAQ:AMZN) jumped 3.5% in the afternoon session after Meta struck a multi-billion dollar deal with its Amazon Web Services (AWS) division and multiple analysts raised their price targets on the stock.
German and French clubs are showing in the Champions League they can make the most of the benefits of not having to play in a gruelling domestic competition Paris Saint-Germain have won 11 of the past 13 French league titles and, going into this weekend, stood four points clear of Lens at the top of Ligue 1. Bayern Munich have already wrapped up this season’s Bundesliga title, their 13th in 14 yea...
German and French clubs are showing in the Champions League they can make the most of the benefits of not having to play in a gruelling domestic competition Paris Saint-Germain have won 11 of the past 13 French league titles and, going into this weekend, stood four points clear of Lens at the top of Ligue 1. Bayern Munich have already wrapped up this season’s Bundesliga title, their 13th in 14 years. According to Deloitte, Bayern are the third-richest club in the world by revenue, PSG fourth. They meet in the Champions League semi-finals on Tuesday as two modern super-clubs. The idea of a top-five European league feels outmoded. Rather there are the best Premier League clubs, plus perhaps five or six others of whom PSG and Bayern are the outstanding two still left in this season’s competition. Continue reading...
Bargain hunters are snatching up private lending funds in the stock market, eager to buy assets that look cheap by a key measure. Valuations for the funds last month dropped to their lowest since 2022 amid concerns that the lenders may be overexposed to software businesses under threat from AI disruption. Souring sentiment toward the vehicles’ non-traded peers, which have been hit with more than $...
Bargain hunters are snatching up private lending funds in the stock market, eager to buy assets that look cheap by a key measure. Valuations for the funds last month dropped to their lowest since 2022 amid concerns that the lenders may be overexposed to software businesses under threat from AI disruption. Souring sentiment toward the vehicles’ non-traded peers, which have been hit with more than $15 billion in redemption requests from investors, also spooked public market shareholders, creating a buying opportunity for some investors. The demand has helped boost valuations for private credit funds that trade on exchanges, known as publicly-listed business development companies. Now, their price to book ratios are back closer to longer-term averages, and an index of BDCs has gained about 2.4% this month through Thursday’s close amid a broader recovery in global markets, sparked in part by hopes that the war in Iran is nearing its conclusion. Investors are about to get a wave of new information that could trigger a fresh round of buying, or selling: earnings from the biggest BDCs. Ares Capital Corp. will post results on April 28, followed by a series of other BDCs backed by asset managers including Blue Owl Capital Inc., BlackRock Inc. and Blackstone Inc. The private lenders will reveal crucial information about how credit losses are shaping up, and whether the total value of their portfolios are rising or falling. “Our expectation is that we will see some pressure from markdowns in software investments during the first quarter given what’s happened with spreads in that sector,” said Chelsea Richardson , an analyst at Fitch Ratings. Even if there aren’t actual credit losses, “we would expect that market related moves would translate into lower valuations for those investments, which could negatively impact net asset value.” But many BDCs have seen their share prices recover in recent weeks, and valuations appear to be getting higher. Ares Capital Corp., which closed a...
Northampton 41-38 Bath Fin Smith clinches win with last kick If only these two could play each other every week. Having wowed the rugby world a fortnight ago with their Champions Cup quarter-final at the Rec, scoring 11 tries between them, here they went one better and scored 12. Six each, obviously. The scores were level as the clock ticked red. The crowd were as breathless as the players. And th...
Northampton 41-38 Bath Fin Smith clinches win with last kick If only these two could play each other every week. Having wowed the rugby world a fortnight ago with their Champions Cup quarter-final at the Rec, scoring 11 tries between them, here they went one better and scored 12. Six each, obviously. The scores were level as the clock ticked red. The crowd were as breathless as the players. And then, alas, the winning moment came not from a moment of brilliance – although Fin Smith tried it with his dummy and drop-goal attempt. He missed that, but the television match official had spotted one of those agonising high tackles by a tall man on a dipping, slightly shorter one. Enoch Opoku-Gyamfi it was who clipped the bustling Henry Pollock on the chin. Smith did not miss the subsequent penalty, the first penalty taken at goal, the last kick of the match. Continue reading...
Tesla Is Down After Its Earnings Report. Time to Buy? Yahoo Finance Why the Biggest Takeaway from Tesla's Earnings Isn't Its Financial Growth Yahoo Finance Tesla: The Street Wrongly Hates The Capex Plan, AI & Robotics On Track (NASDAQ:TSLA) Seeking Alpha
Tesla Is Down After Its Earnings Report. Time to Buy? Yahoo Finance Why the Biggest Takeaway from Tesla's Earnings Isn't Its Financial Growth Yahoo Finance Tesla: The Street Wrongly Hates The Capex Plan, AI & Robotics On Track (NASDAQ:TSLA) Seeking Alpha
It has come down to a straight shootout, similar to five rounds of penalties, the equation plain yet loaded with complications. Score or miss. With Manchester City otherwise engaged in the FA Cup semi-final , it was Arsenal who took first. For them, the metaphorical walk to the spot, the moment of truth, began in the aftermath of last Sunday’s defeat at City . It was long and treacherous, the self...
It has come down to a straight shootout, similar to five rounds of penalties, the equation plain yet loaded with complications. Score or miss. With Manchester City otherwise engaged in the FA Cup semi-final , it was Arsenal who took first. For them, the metaphorical walk to the spot, the moment of truth, began in the aftermath of last Sunday’s defeat at City . It was long and treacherous, the self-doubt gnawing away, the outside noise at fever pitch. Score or miss. With a draw very much into the latter category. Arsenal scored. Continue reading...