BHP trades at a premium as copper-driven earnings, strong cash flow and major potash investments fuel growth, thereby raising the question whether its valuation is justified?
BHP trades at a premium as copper-driven earnings, strong cash flow and major potash investments fuel growth, thereby raising the question whether its valuation is justified?
Jesse Grant/Getty Images Entertainment AMC Networks ( AMCX ) is rebranding as AMC Global Media, a pointer to the pay TV veteran's shift toward streaming as its major source of revenue. The company filed the change as part of new articles of incorporation in Nevada. Its ticker symbol won't change, though; it will continue to trade on Nasdaq as AMCX. The news comes ahead of a high-profile weekend la...
Jesse Grant/Getty Images Entertainment AMC Networks ( AMCX ) is rebranding as AMC Global Media, a pointer to the pay TV veteran's shift toward streaming as its major source of revenue. The company filed the change as part of new articles of incorporation in Nevada. Its ticker symbol won't change, though; it will continue to trade on Nasdaq as AMCX. The news comes ahead of a high-profile weekend launch for the company: The Audacity, a new series set in Silicon Valley from Jonathan Glatzer. “Our new name reflects the ongoing transformation of our business into a global media and studio-driven company, with streaming out front as our leading source of domestic revenue,” CEO Kristin Dolan said, according to The Hollywood Reporter. “AMC Global Media produces and curates high-quality content and distributes it to viewers around the world through a variety of platforms and partnerships.” Earlier this week, the company's chief accounting officer, Michael J. Sherin III, took over as principal financial officer with the resignation of the company's CFO. Last fall, the company re-signed Dolan to serve as CEO through 2028. She had taken the helm of the company in early 2023. More on AMC Networks AMC Networks: Stabilizing Revenue Has Me Bullish Again (Rating Upgrade) AMC Networks Inc. (AMCX) Q4 2025 Earnings Call Transcript AMC Networks announces redemption of outstanding 10.25% senior secured notes due 2029 Most and least shorted communications services stocks with up to $2B market cap as of mid-Feb Seeking Alpha’s Quant Rating on AMC Networks
Nebius Group (NASDAQ:NBIS) stock just got its first vote of confidence from Cantor, which initiated coverage with an Overweight rating and a $129 price target. For retirement-focused investors scanning the AI infrastructure landscape, this initiation is worth a closer look at a company that’s scaling fast but hasn’t yet become a household name. Nebius stock ... Cantor Launches Nebius With Overweig...
Nebius Group (NASDAQ:NBIS) stock just got its first vote of confidence from Cantor, which initiated coverage with an Overweight rating and a $129 price target. For retirement-focused investors scanning the AI infrastructure landscape, this initiation is worth a closer look at a company that’s scaling fast but hasn’t yet become a household name. Nebius stock ... Cantor Launches Nebius With Overweight and a $129 Target: Is This the AI Infrastructure Stock Nobody Is Talking About?
Arlette Lopez/iStock Editorial via Getty Images Controladora Vuela Compañía de Aviación, S.A.B. de C.V., aka “Volaris” ( VLRS ) stock has gained 12.4% since my last report . In September 2025, I downgraded Volaris shares from Strong Buy to Buy on U.S. market turmoil following increased immigration rhetoric that could lead to a drop in transborder VFR (Visiting Friends and Family) traffic. Generall...
Arlette Lopez/iStock Editorial via Getty Images Controladora Vuela Compañía de Aviación, S.A.B. de C.V., aka “Volaris” ( VLRS ) stock has gained 12.4% since my last report . In September 2025, I downgraded Volaris shares from Strong Buy to Buy on U.S. market turmoil following increased immigration rhetoric that could lead to a drop in transborder VFR (Visiting Friends and Family) traffic. Generally, I do believe that the company has managed well as it also deals with the GTF engine crisis at RTX Corporation ( RTX ) that keeps parts of its fleet grounded. However, increasing fuel prices provide a challenging background for Volaris. Volaris Set To Combine With Viva In December, Volaris and Viva announced that the two companies would merge. The objective goes beyond realizing synergies and into the realm of obtaining a stronger position to negotiate airplane leases and provide the combination with a stronger competitive position. The deal will be financed through the issuance of shares, making Viva shareholders 50% owners of the combined company. So, there is a big change coming up for Volaris shareholders. Volaris Is Highly Dependent On Oil Price Development Unsurprisingly, Volaris stock price surged 12.2% in the most recent trading session in a broader market rally following the ceasefire in Iran. However, we note that the stock price is still substantially below the pre-war price setting. My concern with the broader market move up, including the rally in oil prices ( CO1:COM ), is that the ceasefire on which the rally is based, reflecting hopes on oil supply to recover, is fragile. The reality is that GDP impact and potential inflation impacts are still there as high oil prices and elevated crack spreads. Airlines are offsetting higher oil prices through increased bag fees and ticket prices. Volaris has a highly price-sensitive customer pool. Like many of its peers, the best way for Volaris to increase the revenue per passenger would be through increased bag fees, b...
The 79th edition of the influential festival boasts an auteur-heavy lineup – with one, very big, country conspicuous by its almost total absence Gillian Anderson and Cara Delevingne to hit Cannes as auteur heavyweights dominate festival lineup Has Europe fallen out of love with the US? Has Cannes fallen out of love with Hollywood? Will the festival, like Nato, become a non-American institution? Ei...
The 79th edition of the influential festival boasts an auteur-heavy lineup – with one, very big, country conspicuous by its almost total absence Gillian Anderson and Cara Delevingne to hit Cannes as auteur heavyweights dominate festival lineup Has Europe fallen out of love with the US? Has Cannes fallen out of love with Hollywood? Will the festival, like Nato, become a non-American institution? Either way, the annual announcement of the Cannes selection has revealed a list that skews away from Hollywood towards a renewed dominance of world-cinema auteurs and heavy hitters, including Pedro Almodovar, Cristian Mungiu and Asghar Farhadi. There’s certainly nothing to compare with last year’s Tom Cruise Mission: Impossible extravaganza, although there are directorial debuts out of competition for Andy Garcia (also starring) with his crime drama Diamond, and John Travolta directs Propeller One-Way Night Coach, expressing his love of aviation, based on his own novel. There are no British directors announced (as yet), although Polish auteur Paweł Pawlikowski, in competition with his Thomas Mann biopic Fatherland, could be cheekily claimed for the UK as he lived here for a long time. Festival watchers and Cannesologists will be looking for the contemporary relevances and the now familiar talking points. The festival, under director Thierry Frémaux, has stuck to its refusal to admit streamer-only movies and won the argument by seeing its films do well at the Oscars . On the AI debate, perhaps Cannes is less purist. Steven Soderbergh’s documentary John Lennon: The Last Interview is based on John and Yoko’s final three-hour interview for RKO Radio shortly before Lennon’s murder, and for the visuals Soderbergh has reportedly used AI to reconstruct and reimagine the encounter. Some are intrigued, others uneasy. Continue reading...
One of Bitcoin 's (CRYPTO: BTC) very few existential risks is suddenly looming a lot closer. On March 30, Google Research's Quantum AI division published a whitepaper arguing that the encryption protecting Bitcoin and virtually every other major cryptocurrency on the market today can be broken with a dramatically less complex quantum computer than what was previously believed. That doesn't mean th...
One of Bitcoin 's (CRYPTO: BTC) very few existential risks is suddenly looming a lot closer. On March 30, Google Research's Quantum AI division published a whitepaper arguing that the encryption protecting Bitcoin and virtually every other major cryptocurrency on the market today can be broken with a dramatically less complex quantum computer than what was previously believed. That doesn't mean that someone can steal your coins tomorrow, but it does mean that the risk posed by quantum computers could be arriving a lot faster than nearly all investors assumed, so anyone holding the asset needs to understand what just changed. Some might even want to consider selling it. Here's what's going on and why. Image source: Getty Images. Continue reading
Amazon (AMZN) CEO Andy Jassy issued his annual shareholder letter, in which he reiterated the company's artificial intelligence (AI) spending and suggested the possibility of selling AI chips down the road. Yahoo Finance's Julie Hyman and Myles Udland take a closer look.
Amazon (AMZN) CEO Andy Jassy issued his annual shareholder letter, in which he reiterated the company's artificial intelligence (AI) spending and suggested the possibility of selling AI chips down the road. Yahoo Finance's Julie Hyman and Myles Udland take a closer look.
Thomas Barwick/DigitalVision via Getty Images Investment Overview I wrote about Helios Technologies ( HLIO ) previously with a buy rating, as I expect growth to be structurally stronger, and the business is also enjoying a new growth driver (data center liquid cooling). Three months later, my view has strengthened. The story now looks much more tangible, with the GTM reset starting to show up in o...
Thomas Barwick/DigitalVision via Getty Images Investment Overview I wrote about Helios Technologies ( HLIO ) previously with a buy rating, as I expect growth to be structurally stronger, and the business is also enjoying a new growth driver (data center liquid cooling). Three months later, my view has strengthened. The story now looks much more tangible, with the GTM reset starting to show up in orders and new wins, the data center angle looking more real, and the Investor Day providing a clearer multi-year view. The Growth Story is More Tangible Now In my initiation coverage, the main anchor to my buy rating was that the cycle looked like it had turned and also that HLIO has exposure to a few structural themes that could support better growth over time. Over the past three months, I think management has given much better proof that HLIO has what it takes to capture the upsides in this demand cycle. HLIO One of the more important updates is that the changes made to HLIO’s go-to-market [GTM] strategy have come to fruition. Recall back in 2025, management’s top priority was to reinvigorate growth, and they went ahead to change sales leadership, added more hunters, and tightened how the funnel is tracked. We are starting to see the results of this change, and it is really encouraging. During the investor day , management disclosed that HLIO captured $60 million of new business wins in 2025, which can be thought of as the annual run-rate revenue once those programs begin. The nuance here is that some of those wins came from existing customers, and some came from new ones. This disclosure matters more than it seems because it tells us two things: (1) HLIO is capturing more share with existing customers, and (2) HLIO is able to capture new-customer wins, which means HLIO is expanding its customer base. There is another point here that matters. Management said monthly orders have been up by double digits y/y for the past 10 months, and this has not happened since 2022. Of ...
(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — Approximately 1 million years ago (1998), I spent an entire summer pitching a stock called Flextronics, an electronic contract manufacturer based in Asia. There was a whole group of these companies, with names like Smart Modular, Jabil Circuit and Sanmina — and they were goin...
(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — Approximately 1 million years ago (1998), I spent an entire summer pitching a stock called Flextronics, an electronic contract manufacturer based in Asia. There was a whole group of these companies, with names like Smart Modular, Jabil Circuit and Sanmina — and they were going up. The PC revolution was creating gigantic companies like Compaq, Dell and Gateway, but these businesses were great at innovation and marketing, not manufacturing. Somebody had to gather all the components, assemble the machine, pack it in a box and ship it to Best Buy. That someone was probably one of these electronic contract manufacturers and we had an awesome story on our hands. These were all Nasdaq-traded companies and my old brokerage firm, Lew Lieberbaum (don't ask) was making markets in them. This meant we had an inventory in these names and, therefore, a vested interest in unloading them to clients. But they were working big time and everyone was happy. And then the "Asian Contagion" hit, with global currencies melting down, then-Federal Reserve Chair Alan Greenspan instituting an emergency rate cut and the young stockbroker Josh Brown learning how to get clients to meet their margin calls. This was less fun. I was 21 years old listening to grown men cry on the phone. Thirty years have gone by and only a handful of these companies are still around. Today we're going to tell you about the king of the contract manufacturers, which once upon a time went by Flextronics (I know, it sounds like a stock Christopher Moltisanti would be pitching) but is now known as Flex LTD (FLEX) . A lot has changed in the space, as Flex has gone from rapid-fire consumer electronics assembly to longer-cycle, more strategic work for its customers. Flex designs, builds and sources electronics for over a thousand companies from Cisco to Hewlett-Packard, Apple to Tesla. The company suppli...
Robinhood CIO Stephanie Guild discusses the recent market volatility and resilience despite multiple headwinds including AI disruption, private credit worries and geopolitical tensions in the Middle East. Speaking on "Bloomberg Open Interest," Guild warns that a slower flow of commodities could lead to a second dip in the stock market. (Source: Bloomberg)
Robinhood CIO Stephanie Guild discusses the recent market volatility and resilience despite multiple headwinds including AI disruption, private credit worries and geopolitical tensions in the Middle East. Speaking on "Bloomberg Open Interest," Guild warns that a slower flow of commodities could lead to a second dip in the stock market. (Source: Bloomberg)
Chung Sung-Jun/Getty Images News North Korea said it tested a series of new weapons this week, including a ballistic missile equipped with a cluster-bomb warhead and an electromagnetic system, as it seeks to demonstrate capabilities suited for modern warfare. State media reported that the trials also involved carbon-fibre bombs and a mobile short-range air defense system. Officials described the e...
Chung Sung-Jun/Getty Images News North Korea said it tested a series of new weapons this week, including a ballistic missile equipped with a cluster-bomb warhead and an electromagnetic system, as it seeks to demonstrate capabilities suited for modern warfare. State media reported that the trials also involved carbon-fibre bombs and a mobile short-range air defense system. Officials described the electromagnetic weapon and carbon-fibre munitions as key additions to the country’s arsenal. South Korea’s military said Pyongyang had launched multiple missiles over several days, underscoring rising tensions on the Korean Peninsula. Analysts said the tests appear aimed at highlighting advances in conventional weapons, particularly those designed to disrupt infrastructure and electronic systems, Reuters reported. Electromagnetic weapons could potentially disable military hardware, while carbon-fibre bombs are intended to cripple power grids by spreading conductive material over targets. North Korea also emphasized the use of low-cost materials in some tests, suggesting a focus on scalable production. The developments come as diplomatic activity picks up in the region. China’s foreign minister is visiting Pyongyang, and there is speculation about a possible meeting between Donald Trump and Kim Jong Un in the coming weeks. Experts say the weapons program reflects lessons drawn from recent conflicts and points to a strategy centered on asymmetric warfare, including attacks on industrial and energy infrastructure, Reuters reported. More on iShares U.S. Aerospace & Defense ETF, ARK Space & Defense Innovation ETF U.S. Defense Stock Underperformance: What The Market Is Telling Us Macro Insights: The Hormuz Crisis Says No, But The Market Says Yes War In Iran: Why Europe Could Be The Next Escalation Front Drone firm Aevex eyes $2.35B valuation in U.S. IPO push Trump vows U.S. troops will remain near Iran until 'real agreement' is met, warns of major escalation