Applied Digital (NASDAQ: APLD) has become a high-stakes AI infrastructure story after a massive stock rally and a fast-growing hyperscaler backlog. The bullish case is built around contracted demand, scarce data center capacity, and long-term AI compute growth. But with valuation
Applied Digital (NASDAQ: APLD) has become a high-stakes AI infrastructure story after a massive stock rally and a fast-growing hyperscaler backlog. The bullish case is built around contracted demand, scarce data center capacity, and long-term AI compute growth. But with valuation
Iran FM Blames U.S. "Contradictions" On Stalled Peace Talks As Tehran Slaps Million-Dollar Hormuz Tax On Ships The U.S. and Iran remain stuck in preliminary talks to end the war, with the main obstacle being Tehran's demand for access to billions of dollars in frozen assets and the Trump administration's refusal to provide upfront cash or broader sanctions relief. Tehran is seeking about $12 billi...
Iran FM Blames U.S. "Contradictions" On Stalled Peace Talks As Tehran Slaps Million-Dollar Hormuz Tax On Ships The U.S. and Iran remain stuck in preliminary talks to end the war, with the main obstacle being Tehran's demand for access to billions of dollars in frozen assets and the Trump administration's refusal to provide upfront cash or broader sanctions relief. Tehran is seeking about $12 billion upfront and $24 billion during a proposed 60-day negotiation window. "Twenty-four billion dollars is not much for America if he wants to reach an agreement with Iran," Gen. Mohsen Rezaei, a senior adviser to Iran's top official, told CNN on Friday. "This is our own, not America's money." For the Trump administration, releasing frozen funds for Tehran is optically displeasing because the president spent years blasting the Obama administration over the $1.7 billion Iran payment tied to the 2015 nuclear deal, and later criticized the Biden administration's move to allow Iran access to $6 billion in assets during a prisoner swap. The U.S. government estimates that Tehran has $100 billion in inaccessible assets, mostly oil revenue trapped abroad, including funds in China, Qatar, Oman, and Iraq. On Sunday, Iranian Foreign Ministry spokesman Esmaeil Baghaei spoke with CNN's senior international correspondent Frederik Pleitgen about the ongoing negotiations with the U.S. Baghaei stated, "The main problem of negotiating with this administration is that you have to face so many changing positions, moving the goal posts, different statements, contradictory remarks by different officials, so it makes the whole process very cumbersome ." He outlined one of the main problems is that "the Americans must understand that they have to recognize Iran's rights," including its right to peaceful nuclear enrichment under the international non-proliferation treaty. "At the same time, when they are talking about our blocked assets, they're not going to give us any concession," he said. CNN repor...
Last week, Wedbush analyst Dan Ives said his firm expects a post-IPO SpaceX ( SPCX ) to merge with Tesla ( TSLA ) next year, putting the odds of a merger at over 80%. “Musk wants to own and control more of the AI ecosystem,” said Ives, according to Barron's . “The holy grail could be combining SpaceX and Tesla in some way to give the connected tissue between both disruptive tech stalwarts [that ar...
Last week, Wedbush analyst Dan Ives said his firm expects a post-IPO SpaceX ( SPCX ) to merge with Tesla ( TSLA ) next year, putting the odds of a merger at over 80%. “Musk wants to own and control more of the AI ecosystem,” said Ives, according to Barron's . “The holy grail could be combining SpaceX and Tesla in some way to give the connected tissue between both disruptive tech stalwarts [that are] looking to lead the AI Revolution in this next tech chapter for the market.” We asked Seeking Alpha analysts Joseph L. Shaefer and Multiplo Invest if they see Tesla ( TSLA ) merging with SpaceX ( SPCX ), also known as Space Exploration Technologies. Joseph L. Shaefer : Merging SpaceX ( SPCX ) with Tesla ( TSLA ) is a brilliant idea—at least for Elon Musk. For the shareholders of each? That remains to be seen. Tesla sales have been declining in the U.S. since federal EV subsidies were withdrawn. In Europe and China, Tesla is now a second fiddle to BYD ( BYDDF ) in sales. SpaceX, on the other hand, is filled with near-infinite possibilities. So why would Mr. Musk want to merge the two? Possibly because while he holds about 85% of the voting control at SpaceX ( SPCX ), he only has a 12% to 15% lock on Tesla ( TSLA ). It would put Mr. Musk in complete control of two large companies in different industries. There is possibly some synergy as well, given the forward-thinking engineering in some Tesla automobiles. But will SpaceX ( SPCX ) merge with Tesla ( TSLA )? I don’t think so. A merger of SpaceX, with (currently) low revenue and poor margins, and Tesla, a declining-in-sales but still very profitable company, would have the Teslarati in an uproar if they suddenly owned a different company than they signed on for. Also, potential investors beyond Tesla would likely be concerned about key-man risk and a board that might just be a rubber stamp. Finally, regulators across the spectrum would likely be wary of an organization that, for instance, could derive some income from clas...
More than 40 mainland students studying in Hong Kong fell victim to scammers impersonating Chinese law enforcement officers in the first quarter of this year, police said on Sunday, with the biggest case involving over HK$8 million (US$1.02 million). Among the 42 cases, one victim was tricked into staging her own “abduction” after being lured to Thailand, despite having attended anti-scam courses ...
More than 40 mainland students studying in Hong Kong fell victim to scammers impersonating Chinese law enforcement officers in the first quarter of this year, police said on Sunday, with the biggest case involving over HK$8 million (US$1.02 million). Among the 42 cases, one victim was tricked into staging her own “abduction” after being lured to Thailand, despite having attended anti-scam courses at her university. Hong Kong police said students from across the border accounted for a quarter of...
A refreshed Lions of Teranga will aim to channel the smoothness of qualification rather than the chaotic aftermath of Afcon This article is part of the Guardian’s 2026 World Cup Experts’ Network , a cooperation between some of the best media organisations from the 48 countries who qualified. theguardian.com is running previews from three countries each day in the run-up to the tournament kicking o...
A refreshed Lions of Teranga will aim to channel the smoothness of qualification rather than the chaotic aftermath of Afcon This article is part of the Guardian’s 2026 World Cup Experts’ Network , a cooperation between some of the best media organisations from the 48 countries who qualified. theguardian.com is running previews from three countries each day in the run-up to the tournament kicking off on 11 June. Continue reading...
He walked out of his way to get me on to the right street, then handed me the brolly saying, ‘Here, you take this’ Read more in the kindness of strangers series It was bucketing down, absolutely pouring. I was on my way to a birthday dinner but got lost in central Sydney’s labyrinth of streets, so I ducked into an internet cafe to look up directions to the restaurant. I then wrote those directions...
He walked out of his way to get me on to the right street, then handed me the brolly saying, ‘Here, you take this’ Read more in the kindness of strangers series It was bucketing down, absolutely pouring. I was on my way to a birthday dinner but got lost in central Sydney’s labyrinth of streets, so I ducked into an internet cafe to look up directions to the restaurant. I then wrote those directions down by hand – such were the times! As I stepped out of the cafe, I realised just how bad the weather had become, and how ill-prepared I was for the rain. As I stood waiting to cross the road, swiftly getting wet, a man waiting for the lights in the opposite direction offered up his big rainbow umbrella to share. I gratefully accepted and, still a little unsure of where I was going, asked if he knew the way to the restaurant. Continue reading...
The first step is making scrolling a little harder by creating an obstacle, giving your rational brain time to catch up with your impulsive thumb The modern mind is a column where experts discuss mental health issues they are seeing in their work In my clinic, a woman in her early 40s recently described something she called “brain lapse”. She is an academic and sharp as a blade, a voracious reader...
The first step is making scrolling a little harder by creating an obstacle, giving your rational brain time to catch up with your impulsive thumb The modern mind is a column where experts discuss mental health issues they are seeing in their work In my clinic, a woman in her early 40s recently described something she called “brain lapse”. She is an academic and sharp as a blade, a voracious reader and someone who has held many tasks front of mind for many years. She told me that now, however, she finds herself struggling to follow a television drama. She loses the thread of conversations with her partner and states that she picks up her phone to check one thing (a single thing, she swears) and emerges 40 minutes later having watched a stranger assemble a complicated recipe from scratch and cried at a video of a dog reuniting with its family after a weather disaster. “I feel like my brain has been replaced with a knock-off,” she said. “It’s like I’m running on low-power mode all the time.” She’s not alone. Across my practice, clients of all ages from teenagers to people in their mid- 50s are reporting the same symptoms: reduced memory, shortened attention spans, reduced ability to concentrate. Nearly all of them trace the decline to the same source – the smartphone that lives in their pocket, their palm, their bedside table, their bathroom counter, sometimes even the toilet. The almost permanent fixture in the space between them and every moment of potential boredom. Continue reading...
Ideas come more quickly, my thoughts roam freely, and I’m reminded I am not the main form of life on the planet I park my car near the trail head and leash up my labrador. Mist coils around the stringy trunks of the manna gums and I breathe in a lungful of cold, peppery air. With notebook in hand, I begin to walk. I learn a lot by walking in the forest every day. It’s like catching up on the daily...
Ideas come more quickly, my thoughts roam freely, and I’m reminded I am not the main form of life on the planet I park my car near the trail head and leash up my labrador. Mist coils around the stringy trunks of the manna gums and I breathe in a lungful of cold, peppery air. With notebook in hand, I begin to walk. I learn a lot by walking in the forest every day. It’s like catching up on the daily news, but with a focus more ecological than political. I see which trees have fallen, what flowers have burst into bloom, which animals have been busy overnight, what weather is coming in. Most of all, surrounded by growing, breathing things that aren’t human, I learn that I am not the main form of life on the planet, but just one note in a vibrant choir of living beings. Importantly, I learn this with my brain, but also my heart, lungs, muscles and skin. Continue reading...
The AI race is getting more expensive, and Alphabet’s latest fundraising plan proved it. Still, Berkshire Hathaway’s $10 billion bet offers investors a reason to look deeper.
The AI race is getting more expensive, and Alphabet’s latest fundraising plan proved it. Still, Berkshire Hathaway’s $10 billion bet offers investors a reason to look deeper.
The family of Olga R almost threw out the collection of 20 songs written by concentration camp prisoners after her death, before discovering its incredible history Get our breaking news email , free app or daily news podcast Even under conditions of extreme inhumanity, humanity has the capacity to find solace in creative expression. In the concentration camps and ghettoes of Europe under the Nazi ...
The family of Olga R almost threw out the collection of 20 songs written by concentration camp prisoners after her death, before discovering its incredible history Get our breaking news email , free app or daily news podcast Even under conditions of extreme inhumanity, humanity has the capacity to find solace in creative expression. In the concentration camps and ghettoes of Europe under the Nazi regime, music became a sanctuary, a way to preserve Jewish identity, process trauma and maintain a historical record. A small chapter of this vast record, which resurfaced in Sydney, represents one of the earliest printed collections of Holocaust songs. Sign up for a weekly email featuring our best reads Continue reading...
I'll give the usual caveat: The horror novel Japanese Gothic is best experienced going in with as little information as possible. Content warnings for graphic gore, scenes of domestic violence, self-harm, and mental illness. If you're okay with that, then consider pausing here. While I will try to keep this relatively spoiler-free, there will be some plot points I can't avoid. Kylie Lee Baker 's l...
I'll give the usual caveat: The horror novel Japanese Gothic is best experienced going in with as little information as possible. Content warnings for graphic gore, scenes of domestic violence, self-harm, and mental illness. If you're okay with that, then consider pausing here. While I will try to keep this relatively spoiler-free, there will be some plot points I can't avoid. Kylie Lee Baker 's latest novel, following her acclaimed Bat Eater and Other Names for Cora Zeng , is sort of a ghost story and sort of a time travel story. It follows two protagonists. Lee Turner is an NYU student in 2026 who has fled to Japan to stay with his father … Read the full story at The Verge.
libin jose/iStock Editorial via Getty Images Global airline profits are expected to fall by nearly half in 2026 as carriers grapple with disruptions linked to the war in the Middle East and a sharp rise in fuel prices, according to an industry forecast on Sunday from the International Air Transport Association. IATA said airlines are projected to earn a combined net profit of $23 billion this year...
libin jose/iStock Editorial via Getty Images Global airline profits are expected to fall by nearly half in 2026 as carriers grapple with disruptions linked to the war in the Middle East and a sharp rise in fuel prices, according to an industry forecast on Sunday from the International Air Transport Association. IATA said airlines are projected to earn a combined net profit of $23 billion this year, down from an estimated $45 billion in 2025 and well below an earlier forecast of $41 billion for 2026. The industry's net profit margin is expected to shrink to 2.0% from 4.2% last year. The revised outlook highlights the financial strain facing airlines despite continued growth in passenger traffic, record-high seat occupancy rates and rising revenues. For investors, the forecast underscores the airline industry's vulnerability to geopolitical shocks and fuel price volatility. Even as demand for air travel remains strong, rising operating costs are eroding profitability and keeping returns below airlines' cost of capital, raising questions about the sector's ability to generate sustainable shareholder returns. IATA said total industry revenue is expected to rise 9.4% to $1.17 trillion in 2026, while passenger numbers are forecast to reach 5.1 billion. Airlines are expected to fill a record 84% of available seats on average during the year. However, operating expenses are projected to grow faster than revenue, climbing 13% to $1.12 trillion. Fuel costs are expected to jump nearly 40% to $350 billion as average jet fuel prices rise almost 70% from a year earlier. "War-related disruptions in the Middle East and rising fuel costs have shifted the outlook for airlines to the worse," IATA Director General Willie Walsh said in a statement. He noted that industry profits are expected to decline from $45 billion in 2025 to $23 billion this year as carriers struggle to absorb higher fuel expenses. Walsh said airlines have raised fares and improved efficiency to offset some of the ...
Is HLIT a good stock to buy? We came across a bullish thesis on Harmonic Inc. on X.com by @BryzonX. In this article, we will summarize the bulls’ thesis on HLIT. Harmonic Inc.’s share was trading at $15.81 as of June 1st. HLIT’s trailing P/E was 197.62 according to Yahoo Finance. Harmonic Inc., together with its subsidiaries, […]
Is HLIT a good stock to buy? We came across a bullish thesis on Harmonic Inc. on X.com by @BryzonX. In this article, we will summarize the bulls’ thesis on HLIT. Harmonic Inc.’s share was trading at $15.81 as of June 1st. HLIT’s trailing P/E was 197.62 according to Yahoo Finance. Harmonic Inc., together with its subsidiaries, […]
rothivan/iStock via Getty Images Shares of Swiss private markets firm Partners Group ( PGPHF ) tumbled after the company imposed withdrawal restrictions on two evergreen funds, but co-founder Fredy Gantner said the market reaction was disproportionate and did not reflect the strength of the underlying business. Partners Group said withdrawals from the funds had exceeded a quarterly redemption cap ...
rothivan/iStock via Getty Images Shares of Swiss private markets firm Partners Group ( PGPHF ) tumbled after the company imposed withdrawal restrictions on two evergreen funds, but co-founder Fredy Gantner said the market reaction was disproportionate and did not reflect the strength of the underlying business. Partners Group said withdrawals from the funds had exceeded a quarterly redemption cap of 5%, prompting the firm to limit investor withdrawals. The announcement triggered a 16% drop in the company's stock on Wednesday. Shares are down nearly 28% so far this year after losing about 20% in 2025. In an interview with Switzerland's SonntagsZeitung newspaper, Gantner said investors had overreacted to the news, arguing that the firm's operations remain on solid footing. He pointed to a difficult backdrop for the private markets industry, including geopolitical uncertainty, higher interest rates and tighter financing conditions, which have weighed on investor sentiment and liquidity across the sector. Gantner said the challenges were not unique to Partners Group, though he acknowledged the company could have done a better job explaining the situation to investors. The executive, who founded the Zug-based firm alongside Marcel Erni and Urs Wietlisbach, said he remains a significant shareholder and has recently increased his stake by purchasing additional shares. He also highlighted what he described as strong underlying business momentum, citing robust client inflows during the first quarter as evidence that demand for the firm's investment products remains healthy. More on Partners Group Partners Group: You're Getting Paid 5% To Wait Partners Group Holding AG (PGPHF) Analyst/Investor Day Transcript Partners Group Holding AG (PGPHF) Analyst/Investor Day - Slideshow Historical earnings data for Partners Group Dividend scorecard for Partners Group
Is NOK a good stock to buy? We came across a bullish thesis on Nokia Oyj on brodoginvestment’s Substack by Dog Brother’s Investment Matters. In this article, we will summarize the bulls’ thesis on NOK. Nokia Oyj’s share was trading at $16.85 as of June 2nd. NOK’s trailing and forward P/E were 99.54 and 42.19 respectively according […]
Is NOK a good stock to buy? We came across a bullish thesis on Nokia Oyj on brodoginvestment’s Substack by Dog Brother’s Investment Matters. In this article, we will summarize the bulls’ thesis on NOK. Nokia Oyj’s share was trading at $16.85 as of June 2nd. NOK’s trailing and forward P/E were 99.54 and 42.19 respectively according […]
Attack on ‘terrorist headquarters’ comes as Trump says he will not demand Lebanon is included in ceasefire deal Israel has carried out airstrikes on the southern suburbs of Beirut, the most serious escalation in its war with Hezbollah since a ceasefire was established in mid-April . The strike hit two apartments in two separate buildings, Lebanon’s state news agency reported, killing two people an...
Attack on ‘terrorist headquarters’ comes as Trump says he will not demand Lebanon is included in ceasefire deal Israel has carried out airstrikes on the southern suburbs of Beirut, the most serious escalation in its war with Hezbollah since a ceasefire was established in mid-April . The strike hit two apartments in two separate buildings, Lebanon’s state news agency reported, killing two people and wounding 11, according to an initial death toll. Continue reading...
Is ACM a good stock to buy? We came across a bullish thesis on AECOM on The Dividend Auditor’s Substack. In this article, we will summarize the bulls’ thesis on ACM. AECOM’s share was trading at $71.44 as of June 2nd. ACM’s trailing and forward P/E were 15.08 and 10.72 respectively according to Yahoo Finance. AECOM, together […]
Is ACM a good stock to buy? We came across a bullish thesis on AECOM on The Dividend Auditor’s Substack. In this article, we will summarize the bulls’ thesis on ACM. AECOM’s share was trading at $71.44 as of June 2nd. ACM’s trailing and forward P/E were 15.08 and 10.72 respectively according to Yahoo Finance. AECOM, together […]
Applied Digital (NASDAQ: APLD) has become a high-stakes AI infrastructure story after a massive stock rally and a fast-growing hyperscaler backlog. The bullish case is built around contracted demand, scarce data center capacity, and long-term AI compute growth. But with valuation risk, debt, and execution pressure rising, investors now face a much harder question. Stock prices used were the market...
Applied Digital (NASDAQ: APLD) has become a high-stakes AI infrastructure story after a massive stock rally and a fast-growing hyperscaler backlog. The bullish case is built around contracted demand, scarce data center capacity, and long-term AI compute growth. But with valuation risk, debt, and execution pressure rising, investors now face a much harder question. Stock prices used were the market prices of May 28, 2026. The video was published on June 5, 2026. Continue reading
England captain Ben Stokes says the Lord’s pitch on which his side won the first Test against New Zealand is not helpful for the future of the game’s longest format.
England captain Ben Stokes says the Lord’s pitch on which his side won the first Test against New Zealand is not helpful for the future of the game’s longest format.