Bruttoeinnahmen von 47,04 Mio. USD und Barmittelkosten von 1.390 USD je Unze Bruttoeinnahmen von 47,04 Mio. USD und Barmittelkosten von 1.390 USD je Unze
Bruttoeinnahmen von 47,04 Mio. USD und Barmittelkosten von 1.390 USD je Unze Bruttoeinnahmen von 47,04 Mio. USD und Barmittelkosten von 1.390 USD je Unze
Is there any hotter name on Wall Street right now than SpaceX? The Elon Musk-led space and rocket launch services juggernaut is preparing to go public, and it could be the largest initial public offering (IPO) in history. SpaceX could reportedly go public at a valuation of $1.8 trillion, instantly making it one of the world's largest companies. It would put it ahead of Eli Lilly (NYSE: LLY) , the ...
Is there any hotter name on Wall Street right now than SpaceX? The Elon Musk-led space and rocket launch services juggernaut is preparing to go public, and it could be the largest initial public offering (IPO) in history. SpaceX could reportedly go public at a valuation of $1.8 trillion, instantly making it one of the world's largest companies. It would put it ahead of Eli Lilly (NYSE: LLY) , the pharmaceutical giant that has become the leader in obesity drugs. That's not to knock Eli Lilly, which happens to be a behemoth in its own right, carrying a market cap just over $1 trillion today. What does SpaceX have to do with Eli Lilly? There's a hot take cooking. Continue reading
Phia’s Phoebe Gates with 37 East 18th Street (Getty, LinkedIn, Google Maps)Phoebe Gates’ fast-growing AI shopping startup has found a new home in the Flatiron District. Phia, the AI-powered price comparison platform founded by Microsoft co-founder Bill Gates’ youngest daughter and her Stanford classmate Sophia Kianni, signed a lease for the 8,900-square-foot penthouse at 37 East 18th Street, The R...
Phia’s Phoebe Gates with 37 East 18th Street (Getty, LinkedIn, Google Maps)Phoebe Gates’ fast-growing AI shopping startup has found a new home in the Flatiron District. Phia, the AI-powered price comparison platform founded by Microsoft co-founder Bill Gates’ youngest daughter and her Stanford classmate Sophia Kianni, signed a lease for the 8,900-square-foot penthouse at 37 East 18th Street, The Real Deal has learned. The length of the lease and asking rent at the newly redeveloped office buildi
C.H. Robinson Worldwide ( CHRW ) announced on Wednesday that the company built the first AI technology designed to both operate a shipper’s global supply chain and also continuously assess and improve its performance. The company's Lean AI Engineer was noted to have the ability to assess an entire supply chain in 25 to 30 minutes and determine improvements before performance is impacted. That comp...
C.H. Robinson Worldwide ( CHRW ) announced on Wednesday that the company built the first AI technology designed to both operate a shipper’s global supply chain and also continuously assess and improve its performance. The company's Lean AI Engineer was noted to have the ability to assess an entire supply chain in 25 to 30 minutes and determine improvements before performance is impacted. That compares favorably to other supply chain assessments that typically take up to four weeks and look backward at what has happened instead of what should happen. In addition to the insights from the Lean AI Engineer, C.H. Robinson's ( CHRW ) Lean AI Planner manages shipments through hundreds of interconnected AI agents and in turn feeds more data back to the Lean AI Engineer to develop even smarter refinements. C.H. Robinson Worldwide ( CHRW ) management said the breakthrough is that the tech is one closed-loop AI system that will run continuously, improve the operation it’s running, and heal itself when something breaks, without an alert or a human noticing a problem first. The technology is autonomously handling 92% of 4PL shipments globally across trucking, ocean, air, and rail, from the moment an order is created through tendering, routing, delivery, exceptions, and carrier payment. "As with all AI, success depends on the data and context the system has access to. With 450 in-house software engineers and data scientists, the proprietary context layer of C.H. Robinson’s AI was built by methodically capturing institutional knowledge from workflows and the company’s seasoned freight experts and feeding it to the model on an ongoing basis," highlighted CHRW. More on C.H. Robinson Worldwide C.H. Robinson Worldwide, Inc. (CHRW) Presents at Wolfe Research 19th Annual Global Transportation & Industrials Conference Transcript C.H. Robinson Worldwide, Inc. (CHRW) Q1 2026 Earnings Call Transcript C.H. Robinson Worldwide, Inc. 2026 Q1 - Results - Earnings Call Presentation GE Vernova, Bo...
SpaceX charges toward a blockbuster IPO at $135 a share, while Ray Dalio warns the AI boom is showing classic bubble behavior. Private equity jitters grow as Partners Group caps fund withdrawals. We get insight from Ares Management co-founder and CEO Michael Arougheti who says the private credit market remains strong. Citizens CEO Bruce Van Saun joins "Bloomberg Open Interest" on AI’s banking revo...
SpaceX charges toward a blockbuster IPO at $135 a share, while Ray Dalio warns the AI boom is showing classic bubble behavior. Private equity jitters grow as Partners Group caps fund withdrawals. We get insight from Ares Management co-founder and CEO Michael Arougheti who says the private credit market remains strong. Citizens CEO Bruce Van Saun joins "Bloomberg Open Interest" on AI’s banking revolution, and we explore why private equity is making a massive bet on tennis. Get a jump start on the US trading day with Matt Miller and Dani Burger on Bloomberg Open Interest. (Source: Bloomberg)
U. J. Alexander/iStock Editorial via Getty Images The European Commission said Wednesday it approved the acquisition of BASF's ( BASFY ) ( BFFAF ) coatings division by U.S. private equity firm Carlyle Group ( CG ), subject to agreed conditions including the divestment of Nouryon's worldwide polysulfides business, including its production plant and related assets, to a suitable purchaser. The commi...
U. J. Alexander/iStock Editorial via Getty Images The European Commission said Wednesday it approved the acquisition of BASF's ( BASFY ) ( BFFAF ) coatings division by U.S. private equity firm Carlyle Group ( CG ), subject to agreed conditions including the divestment of Nouryon's worldwide polysulfides business, including its production plant and related assets, to a suitable purchaser. The commission had raised concerns that the deal could harm competition in the aerospace sealants market and provide access to competitors' sensitive business information, potentially giving the merged group an unfair advantage. As one of only two global suppliers of polysulfides—a critical ingredient in aerospace sealants—Nouryon could have allowed the combined company to limit competitors' access to essential materials, the EC said. BASF ( BASFY ) ( BFFAF ) announced the coatings division sale in October , valuing the business at ~€7.7B ($8.96B) including debt; under the deal terms, BASF agreed to keep a 40% stake in the newly formed company. The coatings business includes Germany's struggling automakers among its most important clients; the unit has more than 10K employees and generates €3.8B in annual revenues. More on BASF BASF Presents at 21st Annual Global Farm to Market Conference - Slideshow BASF Q1 2026 Earnings Call Presentation BASF: Trading Below Intrinsic Value, But Facing Risks
Here are the companies making headlines in midday trading. Quantum computing stocks – A slate of quantum computing plays slid Wednesday as investors cashed out after shares rallied in the prior session. Rigetti Computing lost 10%, D-Wave Quantum fell 7%, and IonQ fell 4%. IBM , which recently announced plans to invest more than $10 billion toward quantum computing, lost more than 7% and weighed on...
Here are the companies making headlines in midday trading. Quantum computing stocks – A slate of quantum computing plays slid Wednesday as investors cashed out after shares rallied in the prior session. Rigetti Computing lost 10%, D-Wave Quantum fell 7%, and IonQ fell 4%. IBM , which recently announced plans to invest more than $10 billion toward quantum computing, lost more than 7% and weighed on the Dow Industrials. GameStop — Shares of the brick-and-mortar video games retailer gained 6%. GameStop reported first-quarter revenue of $835.3 million, reflecting a 14% gain from a year earlier. The company's board also approved a $2 billion share repurchase authorization. Lumentum , Coherent – Investors sold off the photonics stocks after two consecutive winning days. In the prior session, Coherent rose 17% and Lumentum gained nearly 14% on optimism around artificial intelligence and data center infrastructure. Coherent was last down almost 3% and Lumentum was off more than 8%. Energy stocks – Oil prices rose, lifting the energy sector of the S & P 500. West Texas Intermediate futures were last up nearly 2% after Israel Prime Minister Benjamin Netanyahu told CNBC that the country and the U.S. are ready to attack Iran again if necessary. Exxon Mobil and Marathon Petroleum rose 3%, and APA Corp was last up 2%. Private equity firms — The group fell after Bloomberg News reported Partners Group, a Swiss-based private equity firm, capped withdrawals from one of its private equity funds. Blackstone and KKR tumbled more than 4%. Blue Owl Capital was off 3%. Palo Alto Networks — The cybersecurity stock fell almost 6%. Palo Alto posted stronger-than-expected revenue guidance for its current quarter and lifted its full-year revenue guidance. The company also posted fiscal third-quarter adjusted earnings of 85 cents per share on $3 billion in revenue, beating the earnings of 80 cents and $2.94 billion in revenue that analysts had expected, per LSEG. GitLab — Shares lost 2% after th...
Earnings Call Insights: Macy’s, Inc. (M) Q1 2026 Management View "I'm pleased with the strong start to the year. Our Bold New Chapter initiatives continue to gain momentum." (CEO & Chairman Antony Spring) "In the first quarter, we delivered enterprise-wide growth, better-than-expected performance across all key metrics and our best comparable sales in four years with all nameplates and channels po...
Earnings Call Insights: Macy’s, Inc. (M) Q1 2026 Management View "I'm pleased with the strong start to the year. Our Bold New Chapter initiatives continue to gain momentum." (CEO & Chairman Antony Spring) "In the first quarter, we delivered enterprise-wide growth, better-than-expected performance across all key metrics and our best comparable sales in four years with all nameplates and channels positive." (CEO & Chairman Spring) "Macy's nameplate delivered its fourth consecutive quarter of positive comps and led by our Reimagine 200 locations." (CEO & Chairman Spring) "During the quarter, we introduced Ask Macy's, our new AI-powered conversational shopping assistant... Although early days, initial response has been favorable." (CEO & Chairman Spring) "We did see some softer trends including big-ticket home, especially furniture and our plus-size business." (CEO & Chairman Spring) "Net sales grew 1.8% to $4.7 billion... Comparable sales on a reported basis rose 3%." (COO & CFO Thomas Edwards) Outlook "We are pleased with our second quarter performance to date and are raising our full year outlook." (CEO & Chairman Spring) "For the full year, we now expect net sales of approximately $21.5 billion to $21.75 billion... Comparable sales to be approximately up 0.5% to up 1.2%... adjusted diluted EPS of $2 to $2.20." (COO & CFO Edwards) "Looking at second quarter guidance, we expect net sales of approximately $4.75 billion to $4.8 billion... Comparable sales to be approximately flat to up 1%... adjusted diluted EPS of $0.29 to $0.34." (COO & CFO Edwards) "Recognizing macroeconomic and ongoing geopolitical uncertainty, guidance provides flexibility to respond to potential changes in the competitive landscape and consumer demand." (CEO & Chairman Spring) "The estimated impact of lower tariffs and higher fuel costs is net neutral for the fiscal year... Regarding tariff refunds, while we are seeking refunds, the timing and amounts remain uncertain. As such, any potential benef...
Within the utilities sector ( XLU ), short interest as of the end of May was spread broadly across the sector, with no single industry emerging as a clear standout or dominating in terms of positioning. VivoPower ( VIVO ) recorded the highest short interest among utilities stocks with a market capitalization of up to $2B, with short interest at 18.24% of shares outstanding, followed by Cadiz ( CDZ...
Within the utilities sector ( XLU ), short interest as of the end of May was spread broadly across the sector, with no single industry emerging as a clear standout or dominating in terms of positioning. VivoPower ( VIVO ) recorded the highest short interest among utilities stocks with a market capitalization of up to $2B, with short interest at 18.24% of shares outstanding, followed by Cadiz ( CDZI ) at 8.73%, reflecting elevated bearish positioning in both stocks. At the other end of the spectrum, Suburban Propane Partners, L.P. Common Units ( SPH ) and RGC Resources ( RGCO ) were among the least shorted utilities stocks, with short interest of 0.60% and 0.66%, respectively. The five most shorted utilities stocks with market capitalizations of up to $2 billion (as a percentage of shares outstanding): VivoPower ( VIVO ) 18.24% short interest Cadiz ( CDZI ) 8.73% Hallador Energy Company ( HNRG ) 6.20% Spruce Power Holding ( SPRU ) 4.58% Middlesex Water Company ( MSEX ) 4.43% The five least shorted utilities stocks with market capitalizations of up to $2 billion (as a percentage of shares outstanding): AleAnna ( ANNA ) 1.17% short interest Artesian Resources ( ARTNA ) 0.83% Montauk Renewables ( MNTK ) 0.71% RGC Resources ( RGCO ) 0.66% Suburban Propane Partners, L.P. Common Units ( SPH ) 0.60% More on State Street Utilities Select Sector SPDR ETF XLU: Power Demand Boom Meets A New Utility Playbook XLU: Why I Am Upgrading S&P 500 Utilities Finding The Opportunities After The Selloff And End Of The War American States Water, AEP, Entergy among top utilities EPS revision names Weekly ETFs: Five of 11 sectors record outflows; consumer discretionary leads inflows
Akamai Technologies (NasdaqGS:AKAM) is expanding its partnership with NVIDIA to embed Zero Trust security directly into NVIDIA Vera BlueField-4 STX. The collaboration integrates Akamai Guardicore Segmentation to address security needs for advanced AI workloads and AI infrastructure. This move targets hardware-level protection for AI factories as companies scale AI driven environments. Akamai is fo...
Akamai Technologies (NasdaqGS:AKAM) is expanding its partnership with NVIDIA to embed Zero Trust security directly into NVIDIA Vera BlueField-4 STX. The collaboration integrates Akamai Guardicore Segmentation to address security needs for advanced AI workloads and AI infrastructure. This move targets hardware-level protection for AI factories as companies scale AI driven environments. Akamai is focusing more on AI infrastructure security at a time when its stock sits at $160.32, with shares...
BUDAPEST, Hungary, June 03, 2026--Cognitum One™, Inc. today announced the formation of its founding advisory team, bringing together three of the most respected leaders in enterprise software, infrastructure, and silicon. The announcement coincides with a keynote at the CRAFT Conference in Budapest by Cognitum One Founder and Chief AI Officer Reuven Cohen, on the shift to agentic AI and what it me...
BUDAPEST, Hungary, June 03, 2026--Cognitum One™, Inc. today announced the formation of its founding advisory team, bringing together three of the most respected leaders in enterprise software, infrastructure, and silicon. The announcement coincides with a keynote at the CRAFT Conference in Budapest by Cognitum One Founder and Chief AI Officer Reuven Cohen, on the shift to agentic AI and what it means to build intelligence directly into the systems enterprises already run, from the data center do
Shares of Palo Alto Networks are down over 4% Wednesday, despite the cybersecurity provider delivering strong quarterly results the prior evening. This next-day move may seem a bit odd, given the company not only exceeded expectations for the reported quarter, but also issued guidance ahead of expectations for the current three-month period. So, what is the culprit? It may have to do with Palo Alt...
Shares of Palo Alto Networks are down over 4% Wednesday, despite the cybersecurity provider delivering strong quarterly results the prior evening. This next-day move may seem a bit odd, given the company not only exceeded expectations for the reported quarter, but also issued guidance ahead of expectations for the current three-month period. So, what is the culprit? It may have to do with Palo Alto's longer-term outlook, coupled with the fact shares were scorching hot into the print — a setup that always raises the bar and increases the odds of a post-earnings pullback. On Tuesday night, Palo Alto did raise its outlook for hardware growth over the next few quarters — think firewall boxes installed at data centers, enterprise campuses and industrial environments. However, on the earnings call, the management team simply reiterated its guidance for fiscal 2030 next-generation security annual recurring revenue (NGS ARR) — a collection of businesses focused on subscriptions for its cloud-native services, and excluding hardware and legacy products. This metric is benefiting from Palo Alto's "platformization" push, with customers committing to use multiple types of products. Cyber is a historically fragmented industry, and the company is trying to bring about consolidation. "Moving forward, we remain confident in surpassing 4,000 platformizations by fiscal 2030, providing the primary momentum towards our $20 billion target for NGS ARR," CEO Nikesh Arora said. At the same time, during the question-and-answer session, Arora was asked about demand, and specifically what the team is seeing regarding AI-driven demand. As long-term investors, we generally liked what he had to say about an increase in the forever, or "terminal," value of the business. However, it probably wasn't music to the ears of the hot money, the short-term traders seeking out momentum names. They helped take this stock up about 86% in two months (and roughly 65% in the last month alone). It was a remarkabl...
If you are wondering whether Broadcom stock is priced attractively or already reflects high expectations, it helps to start with a clear view of how the current share price lines up against different valuation checks. The stock last closed at US$481.57, with returns of 14.1% over the past week, 14.3% over the past month, 38.5% year to date and 89.0% over the past year. These figures naturally rais...
If you are wondering whether Broadcom stock is priced attractively or already reflects high expectations, it helps to start with a clear view of how the current share price lines up against different valuation checks. The stock last closed at US$481.57, with returns of 14.1% over the past week, 14.3% over the past month, 38.5% year to date and 89.0% over the past year. These figures naturally raise questions about how much of the story is already in the price. Recent headlines have focused...