Expedia Group (NASDAQ:EXPE) is back in the spotlight after a 42.34% Q1 adjusted EPS beat and a freshly minted $5 billion buyback authorization that has the travel-rebound crowd piling back in. But here’s what you should actually be watching: FedEx (NYSE:FDX), the irreplaceable logistics monopoly quietly compounding while everyone else chases hotel bookings. The Case ... Forget Expedia: This Unstop...
Expedia Group (NASDAQ:EXPE) is back in the spotlight after a 42.34% Q1 adjusted EPS beat and a freshly minted $5 billion buyback authorization that has the travel-rebound crowd piling back in. But here’s what you should actually be watching: FedEx (NYSE:FDX), the irreplaceable logistics monopoly quietly compounding while everyone else chases hotel bookings. The Case ... Forget Expedia: This Unstoppable Monopoly Is a Far Smarter Bet
Nvidia has roiled the semiconductor sector with the launch of a PC chip. Nvidia late on Sunday unveiled its RTX Spark, which integrates Arm’s designs for a custom central-processing unit. Arm shares soared 16% to $408.85 on Monday, notching a record closing high.
Nvidia has roiled the semiconductor sector with the launch of a PC chip. Nvidia late on Sunday unveiled its RTX Spark, which integrates Arm’s designs for a custom central-processing unit. Arm shares soared 16% to $408.85 on Monday, notching a record closing high.
The office of Canada-US Trade Minister Dominic LeBlanc stressed the importance of “maintaining the highly integrated North American energy market” ahead of talks in Washington with US Trade Representative Jamieson Greer . LeBlanc and Janice Charette , Canada’s chief negotiator to the US, are scheduled to meet Greer on Tuesday before returning to Ottawa the same day. The trip comes as pressure buil...
The office of Canada-US Trade Minister Dominic LeBlanc stressed the importance of “maintaining the highly integrated North American energy market” ahead of talks in Washington with US Trade Representative Jamieson Greer . LeBlanc and Janice Charette , Canada’s chief negotiator to the US, are scheduled to meet Greer on Tuesday before returning to Ottawa the same day. The trip comes as pressure builds on Prime Minister Mark Carney ’s government to show Canada is still engaged with the US on trade. US and Mexican negotiators began formal talks last week on potential changes to the US-Mexico-Canada Agreement, but no date has been set for Canada’s bilateral talks with Washington. Greer faces a Monday deadline to notify Congress of US intentions for the agreement, one month before the July 1 review date. On Monday, LeBlanc and Energy Minister Tim Hodgson met with leaders from Canada’s oil and gas sector, according to a government readout. Discussions centered on preserving the tightly linked energy market “that supports jobs, economic growth and energy security on both sides of the border.” The government did not immediately identify which companies participated. About 90% of Canada’s crude exports went to the US last year, even after the expansion of a west-coast pipeline in 2024 enabled a surge in shipments to China. Canada is seeking to grow energy exports to Asia and has pledged support for Alberta’s proposal for a new conduit to British Columbia tidewater. Despite trade tensions that have slowed some cross-border shipments, Canadian energy firms still see opportunity in the US. Earlier this year, President Donald Trump authorized the proposed Bridger pipeline expansion , which would move some 550,000 barrels of oil a day from Alberta to Wyoming. Read More: Carney Says Canadian Trade Can Help Make America Great Again “Both ministers emphasized the importance of continued collaboration between governments and industries ahead of the joint review,” the readout said. Fir...
HJBC/iStock Editorial via Getty Images The British government has placed new defense orders worth £36 million ($48.5 million) with French defense contractor Thales ( THLEF ) ( THLLY ) to provide several hundred Lightweight Multirole Missiles for the U.K.'s armed forces. The missiles have been deployed by British forces in the Middle East, where they have been used to counter drone threats during t...
HJBC/iStock Editorial via Getty Images The British government has placed new defense orders worth £36 million ($48.5 million) with French defense contractor Thales ( THLEF ) ( THLLY ) to provide several hundred Lightweight Multirole Missiles for the U.K.'s armed forces. The missiles have been deployed by British forces in the Middle East, where they have been used to counter drone threats during the conflict involving Iran and its regional allies. Defense Secretary John Healey said the procurement would help strengthen Britain's security capabilities and support allied operations abroad. "The missiles will continue to keep the U.K. and our partners more secure in the Middle East and beyond," Healey said in a statement. The Ministry of Defense said deliveries under the contracts are expected to begin within the next few months. The Lightweight Multirole Missile is designed for use against a range of targets, including drones, small vessels and armored vehicles, and has become an increasingly important component of Britain's air-defense arsenal. More on Thales S.A. Thales S.A. (THLLY) Q1 2026 Sales/Trading Call Transcript Thales S.A. (THLLY) Q1 2026 Sales/ Trading Statement Call - Slideshow Thales: AI Disruption And War Uncertainty Negate Defense Strength (Downgrade) Australia expands military buildout with $860M vehicle purchase BofA shifts European defense picks toward missile, drone tech
A screen of U.S. utility stocks with market capitalizations between $2B and $10B highlights Central Puerto S.A. ( CEPU ), Avista Corporation ( AVA ), and Enel Chile S.A. ( ENIC ) among the market's most attractively valued REITs relative to their sector peers. Seeking Alpha's valuation grade compares how expensive or cheap a stock is relative to others in its sector. It is based on a combination o...
A screen of U.S. utility stocks with market capitalizations between $2B and $10B highlights Central Puerto S.A. ( CEPU ), Avista Corporation ( AVA ), and Enel Chile S.A. ( ENIC ) among the market's most attractively valued REITs relative to their sector peers. Seeking Alpha's valuation grade compares how expensive or cheap a stock is relative to others in its sector. It is based on a combination of valuation metrics such as P/E, PEG, EV/Sales, EV/EBITDA, EV/EBIT, Price/Sales, Price/Book, Price/Cash Flow, and dividend yield, using both current and forward estimates. These 10 mid-cap U.S. stocks carry the market's cheapest valuations: Central Puerto S.A. ( CEPU ): valuation grade A+ Companhia Energética de Minas Gerais—CEMIG ( CIG ): valuation grade A+ Avista Corporation ( AVA ): valuation grade A Companhia Paranaense de Energia—COPEL ( ELPC ): valuation grade A Enel Chile S.A. ( ENIC ): valuation grade A Pennon Group Plc ( PEGRY ): valuation grade A Brookfield Infrastructure Corporation ( BIPC ): valuation grade A- ReNew Energy Global Plc ( RNW ): valuation grade A- UGI Corporation ( UGI ): valuation grade A- Algonquin Power & Utilities Corp. ( AQN ): valuation grade B+ More on Central Puerto Central Puerto S.A. 2026 Q1 - Results - Earnings Call Presentation Central Puerto S.A. (CEPU) Q1 2026 Earnings Call Transcript Central Puerto: Expanding Beyond Power Generation Central Puerto reports Q1 results Mid-Cap utility stocks ranked by quant ratings after earnings season
The Latest Graham Platner Scandal Could Be His Undoing Graham Platner built his Senate campaign on a carefully curated image : the decorated veteran, the Maine oyster farmer, the working-class progressive who talks straight and fights for the little guy. Despite a slew of scandals, including a Nazi-linked tattoo and many extremely problematic Reddit posts, Maine Democrats handed him the keys to on...
The Latest Graham Platner Scandal Could Be His Undoing Graham Platner built his Senate campaign on a carefully curated image : the decorated veteran, the Maine oyster farmer, the working-class progressive who talks straight and fights for the little guy. Despite a slew of scandals, including a Nazi-linked tattoo and many extremely problematic Reddit posts, Maine Democrats handed him the keys to one of their most coveted 2026 targets : the Senate seat held by incumbent Republican Sen. Susan Collins. Gov. Janet Mills, who ran against Platner in the Democratic primary, launched attack ads targeting his Reddit comments before suspending her campaign ahead of the June 9 primary and clearing the field for him. That left Platner as the consensus Democratic standard-bearer in a race the party views as essential to reclaiming the Senate majority. Now, a cascade of new revelations about his past is forcing an uncomfortable reckoning for the Democratic Party , as some Democrats are now asking, in public and in private, whether the party rushed to embrace a candidate who was never fully vetted. A new report from the Wall Street Journal revealed that days after Platner formally announced his Maine Senate bid last year, his wife, Amy Gertner, quietly pulled a campaign aide aside to disclose that she had previously discovered sexually explicit text messages between her husband and multiple women on a private messaging app called Kik. She had found them in the spring of 2025, early in their marriage. She raised them again with campaign staff in late August as part of the campaign’s internal opposition research on him, out of concern that the messages could blindside the operation as momentum was building. Campaign aides weighed the disclosure, then decided the texts were a private marital matter. In a statement released through the campaign, Gertner framed the episode as a test the marriage passed. "We did the hard work that marriage requires. We went to counseling. We were honest ...
BernardaSv/iStock via Getty Images By Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights I have growing anecdotal evidence that some investors think the market advance is too good to be true. That’s largely based on conversations with friends and family. But it really struck me when several people felt the need to show me that a prominent financial TV host warned that one...
BernardaSv/iStock via Getty Images By Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights I have growing anecdotal evidence that some investors think the market advance is too good to be true. That’s largely based on conversations with friends and family. But it really struck me when several people felt the need to show me that a prominent financial TV host warned that one day we’ll have a crash. 1 That’s hardly news. All cycles end. That same pessimistic host also acknowledged that we don’t know when. A quick scroll through my business-related social media feed reinforces the point. The usual pessimists are out in force, arguing that an inflation spiral is here, rates will keep rising, and the US debt story is finally unraveling. The long-awaited moment for the permabear has arrived. Or has it? Sometimes facts get in the way Compounding the skepticism is the nearly 200% two-month rise in the stock of a prominent memory chip company, 2 helping to drive an 18.5% gain in the S&P 500 Index over the same period. 3 To some, it feels unsustainable. Never mind that the company is only trading at 10x forward earnings. 4 Compare that to the 18 prior periods when the S&P 500 rose by 18.5% or more over a two-month span. Returns were positive over the following six months in 16 of those instances, with an average gain of 10.6%. 5 Sometimes, facts get in the way of the naysayers’ good story. Easing macro pressures The skeptics will be right eventually. They usually are at some point. The issue is timing, and I think it’s likely not now. What makes the current pessimism particularly puzzling is that it’s happening at a moment when key macro pressures appear to be easing. Oil prices, interest rates, and inflation expectations have all shown signs of peaking. 6 Yes, the most recent 3.3% core Personal Consumption Expenditures (PCE) reading moved in the wrong direction, 7 but markets were already aware of that. We’ve also already seen the Federal Reserve (Fed...
In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, PG&E Corp (Symbol: PCG) has taken over the #272 spot from Humana Inc. (Symbol: HUM), according to The Online Investor. Market capitalization is an important data
In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, PG&E Corp (Symbol: PCG) has taken over the #272 spot from Humana Inc. (Symbol: HUM), according to The Online Investor. Market capitalization is an important data
In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Ecolab Inc (Symbol: ECL) has taken over the #182 spot from Comfort Systems USA Inc (Symbol: FIX), according to The Online Investor. Market capitalization is an import
In the latest look at the underlying components of the S&P 500 ordered by largest market capitalization, Ecolab Inc (Symbol: ECL) has taken over the #182 spot from Comfort Systems USA Inc (Symbol: FIX), according to The Online Investor. Market capitalization is an import