CoreWeave (NASDAQ:CRWV) on Thursday announced an expanded agreement with Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) to provide AI cloud capacity through December 2032. The deal, valued at approximately $21 billion, continues the companies’ existing relationship and supports Meta’s...
CoreWeave (NASDAQ:CRWV) on Thursday announced an expanded agreement with Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) to provide AI cloud capacity through December 2032. The deal, valued at approximately $21 billion, continues the companies’ existing relationship and supports Meta’s...
Michael Vi Shares of BlackBerry ( BB ) surged about 11% on Thursday after fourth quarter results and revenue outlook surpassed estimates. The Canadian company's fiscal fourth quarter, ended Feb. 28, saw adjusted EPS of $0.06, while revenue jumped about 10% year-over-year to $156M. Both top and bottom-line numbers exceeded expectations. "QNX is now a Rule of 40 business, and a clear leader in autom...
Michael Vi Shares of BlackBerry ( BB ) surged about 11% on Thursday after fourth quarter results and revenue outlook surpassed estimates. The Canadian company's fiscal fourth quarter, ended Feb. 28, saw adjusted EPS of $0.06, while revenue jumped about 10% year-over-year to $156M. Both top and bottom-line numbers exceeded expectations. "QNX is now a Rule of 40 business, and a clear leader in automotive, embedded in more than 275 million vehicles worldwide, with growing momentum in robotics, physical AI, and other adjacent markets. Secure Communications has returned to growth, driven by a real and accelerating digital sovereignty tailwind. That growth is translating into stronger profitability and cash generation, which we are deploying with discipline," said BlackBerry's CEO John Giamatteo. The company noted that QNX posted record quarterly revenue of $78.7M, up 20% year-over-year. Secure Communications revenue grew 8% year-over-year to $72.5M. The company added that Licensing revenue was $4.8M. Outlook For the first quarter of fiscal 2027, BlackBerry expects total revenue to be between $132M and $140M (midpoint at $136M) versus a consensus estimate of $129.83M. The company forecasts non-GAAP basic EPS to be in the range of $0.02 to $0.03. For the full fiscal year 2027, BlackBerry expects total revenue to be between $584M and $611M (midpoint at $597.5M) versus a consensus estimate of $577.25M. The company expects non-GAAP basic EPS to be in the range of $0.15 to $0.19 (midpoint at $0.17). More on BlackBerry A Look At BlackBerry's Growth Drivers, Ahead Of Fourth-Quarter Earnings Report BlackBerry Now Looks Attractive As QNX Expands Beyond Automotive BlackBerry: QNX Could Unlock Solid Growth And Value BlackBerry shares fell for seven straight sessions Historical earnings data for BlackBerry Limited
Aureus Greenway Holdings ( AGH ) announced Autonomous Power Corporation (“Powerus”) secured $50M funding from KCGI ESG funds pre-merger. These funds were allocated to scale autonomous defense manufacturing across the U.S. and South Korea. The stock fell ~2.14% to $3.23 post announcement . More on Aureus Greenway Holdings Inc. Key deals this week: Savills, Cintas, Aureus Greenway, Papa John's, and ...
Aureus Greenway Holdings ( AGH ) announced Autonomous Power Corporation (“Powerus”) secured $50M funding from KCGI ESG funds pre-merger. These funds were allocated to scale autonomous defense manufacturing across the U.S. and South Korea. The stock fell ~2.14% to $3.23 post announcement . More on Aureus Greenway Holdings Inc. Key deals this week: Savills, Cintas, Aureus Greenway, Papa John's, and more Aureus Greenway signs merger with drone startup Powerus, supported by Trump family Financial information for Aureus Greenway Holdings Inc.
halbergman A group of industrial and infrastructure-linked stocks pushed to fresh 52-week highs on Thursday, diverging sharply from a broader market decline as investors rotated into companies tied to power, defense and grid modernization themes. The gains came even as geopolitical tensions weighed on sentiment. Hopes for a resolution to the U.S.-Iran conflict faded after warnings from Donald Trum...
halbergman A group of industrial and infrastructure-linked stocks pushed to fresh 52-week highs on Thursday, diverging sharply from a broader market decline as investors rotated into companies tied to power, defense and grid modernization themes. The gains came even as geopolitical tensions weighed on sentiment. Hopes for a resolution to the U.S.-Iran conflict faded after warnings from Donald Trump of a potential escalation, pressuring major indices while lifting select industrial names viewed as beneficiaries of increased spending and resilience. Among the companies reaching new highs were Powell Industries ( POWL ) , Vertiv Holdings ( VRT ) and Westinghouse Air Brake Technologies ( WAB ) , alongside Comfort Systems USA ( FIX ) and Curtiss-Wright ( CW ) . Nuclear and defense-adjacent names also featured prominently, including BWX Technologies ( BWXT ) and ESCO Technologies ( ESE ) , while diversified industrial players such as ITT Inc. ( ITT ) and Preformed Line Products ( PLPC ) joined the rally. Engineering and construction firms tied to energy and electrification demand, including MasTec ( MTZ ) and MYR Group ( MYRG ) , also climbed to new highs. Defense, power, AI infrastructure themes drive divergence The strength in these names reflects a convergence of themes that have supported industrial equities in recent months: rising defense budgets, ongoing grid upgrades and surging demand for data center infrastructure linked to artificial intelligence. Companies such as Vertiv, which supplies cooling and power systems for data centers, and BWX Technologies, which has exposure to nuclear energy and defense programs, have been key beneficiaries of these trends. At the same time, firms like Comfort Systems and MasTec are leveraged to large-scale construction and electrification projects, areas that continue to attract capital despite macro uncertainty. Not all industrial names participated The rally was not universal across the sector. Spire Global ( SPIR ) fell sharpl...
Crime gangs, astonishing visual effects, the first acting role of rapper Loyle Carner … BBC drama Mint takes the plot of Romeo & Juliet and creates something unique Mint, the new drama from Charlotte Regan, is so simple in concept it’s almost hard to make sense of. It’s a story of impossible love, between two people whose families are bitter crime rivals, so their romance simply cannot be. This is...
Crime gangs, astonishing visual effects, the first acting role of rapper Loyle Carner … BBC drama Mint takes the plot of Romeo & Juliet and creates something unique Mint, the new drama from Charlotte Regan, is so simple in concept it’s almost hard to make sense of. It’s a story of impossible love, between two people whose families are bitter crime rivals, so their romance simply cannot be. This is absolutely, brazenly Romeo and Juliet, the oldest love story in the world. How it comes to feel so original, so magnetic, is mystifying. The dialogue is so spare, the look of the piece so unalloyed, there’s nothing sweet about it. It reminded Emma Laird, who plays Shannon – the female half of the couple – of Twilight . The supernatural series was, she says: “the first romantic story that I attached to. It felt like Mint could be what Twilight was for me, when I was growing up, romantic and beautiful and naive and cinematic, a whole world made of those things. It’s so much more than the story of Shannon, it’s so much bigger than the characters.” It reminded me a bit of Heathers , but not for any reason it doesn’t look like the film, it’s funny – but in a different way – and it doesn’t end the same. But it just reminds you of the first romantic thing you ever saw, the first time you understood what romance was. Continue reading...
Ceri Breeze/iStock Editorial via Getty Images I previously covered Rolls-Royce Holdings ( OTCPK:RYCEY ) ( OTCPK:RYCEF ) in August 2025, discussing why I had rated the stock as a Hold given the premium valuations and the underwhelming dividend thesis. In this article, I shall discuss why I am finally upgrading the RYCEY as a Buy, thanks to the promising FY2026 guidance and the raised FY2028 guidanc...
Ceri Breeze/iStock Editorial via Getty Images I previously covered Rolls-Royce Holdings ( OTCPK:RYCEY ) ( OTCPK:RYCEF ) in August 2025, discussing why I had rated the stock as a Hold given the premium valuations and the underwhelming dividend thesis. In this article, I shall discuss why I am finally upgrading the RYCEY as a Buy, thanks to the promising FY2026 guidance and the raised FY2028 guidance from the robust commercial/defense spending trends, along with the great insights offered by the technical indicators. RYCEY Enjoys Multi-Year Tailwinds RYCEY 1Y Stock Price (Trading View) For now, RYCEY bulls have proven my Hold rating wrong, as observed in the stock charting a stock price rally of +18.1% compared to the wider market at +4.8%, despite the recent market-wide correction from the ongoing Iran conflict. The recent pullback is warranted in my opinion, given the potential impact of the higher oil prices on ticket prices and future travel trends, albeit with the new ceasefire deal already lifting market sentiments for numerous airline stocks . RYCEY's tailwinds are attributed to their " Power by the Hour " business model, where airplane owners will only pay for the hours that the planes' engines are used, essentially: an "engine subscription plan." 1. Civil Aerospace Despite the near-term jet fuel supply constraints , I am of the opinion that RYCEY's prospects remain extremely bright indeed, as similarly observed in the robust air passenger travel trends in January / February 2026 , despite the potentially softer March 2026 numbers from the prior Iran conflict. With the company set to report their Q1'26 trading update sometime in May 2026 before the eventual half year result in July 2026, readers may want to closely monitor the management's commentary, since the ongoing travel disruptions may very well derail their prior FY2026 Civil Aerospace guidance of large engine flying hours growth by up to +120% from 2019 levels. Otherwise, I am of the opinion that RYCEY...