Andrew Groves, Chairman at Copper Intelligence, joined Bloomberg Businessweek Daily to discuss copper’s role in powering the AI boom. As well as how the demand for copper is exceeding the global supply. Copper advanced in New York and London to kick off a crucial month ahead of the Trump administration’s deadline to make a fresh determination on launching US import levies. (Source: Bloomberg)
Andrew Groves, Chairman at Copper Intelligence, joined Bloomberg Businessweek Daily to discuss copper’s role in powering the AI boom. As well as how the demand for copper is exceeding the global supply. Copper advanced in New York and London to kick off a crucial month ahead of the Trump administration’s deadline to make a fresh determination on launching US import levies. (Source: Bloomberg)
The lawsuit accuses the company of failing to warn users that ChatGPT could be dangerous and instead marketing it as safe and reliable. (Image credit: Justin Sullivan)
The lawsuit accuses the company of failing to warn users that ChatGPT could be dangerous and instead marketing it as safe and reliable. (Image credit: Justin Sullivan)
Bongkod Worakandecha/iStock via Getty Images When I last wrote about the Quadratic Interest Rate Volatility and Inflation Hedge ETF ( IVOL ) in late March , I believed US interest rate curves would steepen. The range that I thought was particularly ripe for steepening was the difference between 2-year floating rates (which are very sensitive to Federal Reserve rate policy) and 10-year floating rat...
Bongkod Worakandecha/iStock via Getty Images When I last wrote about the Quadratic Interest Rate Volatility and Inflation Hedge ETF ( IVOL ) in late March , I believed US interest rate curves would steepen. The range that I thought was particularly ripe for steepening was the difference between 2-year floating rates (which are very sensitive to Federal Reserve rate policy) and 10-year floating rates (which are more sensitive to longer-run economic factors and the size of the Federal Reserve balance sheet). Worries about inflation, largely stemming from commodity disruptions thanks to the Strait of Hormuz closure, have since percolated. That concern has changed the WIRP (World Interest Rate Probability) from no more cuts this year and maybe two cuts in 2027 to a 95% probability of a 25 basis point rate hike over the next year. This sentiment change has flattened the curve between 2-year floating rates and 10-year rates by 33 basis points from the beginning of the year. Floating Rate 2s 10s Spot (Bloomberg) While the slope of the curve is right around where it was when I wrote my first article, 1-year forward spreads (the market for the 2yr vs. the 10yr one year out) have come in over 25 basis points, from close to 50 basis points to just over 20. The total loss from the steepest mark is 42 basis points (a 65% decline). 1 Yr Forward 2s 10s (Bloomberg) This movement has caused considerable pain for IVOL as the fund buys call options on curve steepness in the future. As future curves flatten, the value of IVOL's options declines. Therefore, while the fund's holdings of TIPS via ( SCHP ) are up 1%, the losses from the options have led to a 3.5% loss since my article. Not terrible, but certainly nothing that makes me skip home. There is, however, a silver lining here that indicates the strength of IVOL. While the fund suffered some mark-to-market losses from its options, those losses would have been much larger if the bet had just used futures to express the bet on the cu...
Coffee consumption remains a staple of daily life, and to gain exposure to this market, investors can decide between the global dominance of Starbucks (NASDAQ:SBUX) and the aggressive expansion of Dutch Bros (NYSE:BROS) . Starbucks serves millions of customers across dozens of international markets, relying on its premium brand and massive scale. Dutch Bros focuses on a high-speed, drive-thru expe...
Coffee consumption remains a staple of daily life, and to gain exposure to this market, investors can decide between the global dominance of Starbucks (NASDAQ:SBUX) and the aggressive expansion of Dutch Bros (NYSE:BROS) . Starbucks serves millions of customers across dozens of international markets, relying on its premium brand and massive scale. Dutch Bros focuses on a high-speed, drive-thru experience with a younger, culture-driven vibe. While both operate in the same beverage space, their financial profiles and growth trajectories offer very different opportunities for retail investors. Starbucks operates a global network of company-owned and licensed stores, selling premium coffee and food. Its strategy centers on the "Third Place" experience, though it is increasingly leaning into digital ordering and delivery. The company manages a massive loyalty program that drives repeat business across its 78 international markets, which include a major presence in China. Continue reading
Milan_Jovic/iStock via Getty Images Church & Dwight ( CHD ) reported earnings at the start of May and posted better-than-expected results, continuing its long-standing streak of earnings beats. The company did post strong organic growth to the tune of 5% versus an outlook of 3% for the quarter and reiterated their full-year guide. While this largely checked investor boxes, the stock has languished...
Milan_Jovic/iStock via Getty Images Church & Dwight ( CHD ) reported earnings at the start of May and posted better-than-expected results, continuing its long-standing streak of earnings beats. The company did post strong organic growth to the tune of 5% versus an outlook of 3% for the quarter and reiterated their full-year guide. While this largely checked investor boxes, the stock has languished with its sector and has underperformed the broader market considerably over the last month. While this is to be expected given the rotation away from defensives right now, the stock still looks rich relative to peers, and tougher compares will mark Q1 as the high point of the year. Revisiting Q1 Earnings & Forward Compares Quarterly earnings for CHD were largely solid, aided by easier compares. Q1 organic growth came in better at 5% versus the company's 3% outlook. This was driven by 5.3% volume growth partially offset by negative pricing and a mix of 0.3%. Domestic results outpaced international at 5.4% growth in the United States, while international posted still strong growth at 3.7%. The company's Specialty Products division also grew organically by 3.1%. BamSEC Adjusted EPS came in at $0.95, up 4.4% y/y. The company beat street estimates by $0.02, and the top line beat modestly by $13 million at $1.47 billion. This continues the long-standing streak of quarterly earnings beats. The quarter saw decent growth in Therabreath, Arm & Hammer cat litter, and Oxiclean, while Waterpik continued to decline. International showed a similar brand-level performance. The only thing to note about performance in International was that the company saw lower Middle East regional sales as a result of the ongoing geopolitical conflicts. Seeking Alpha The company reiterated their full-year guidance, seen below. The company also noted that the ongoing pressure from the Middle East is largely going to be transitory and will not impact full-year guidance. Net sales -1.5% to -0.5%, reflecting ...
纽约知名国家安全诉讼律所Faruqi & Faruqi， LLP正在对New Era Energy & Digital， Inc．展开调查，并提醒投资者，在该公司证券集体诉讼中寻求担任首席原告的截止日期为2026年6月1日。 该诉讼代表在2024年11月6日至2025年12月29日期间购买或以其他方式收购New Era Energy & Digital， Inc．证券的所有个人和实体提起。 诉讼指...
纽约知名国家安全诉讼律所Faruqi & Faruqi， LLP正在对New Era Energy & Digital， Inc．展开调查，并提醒投资者，在该公司证券集体诉讼中寻求担任首席原告的截止日期为2026年6月1日。 该诉讼代表在2024年11月6日至2025年12月29日期间购买或以其他方式收购New Era Energy & Digital， Inc．证券的所有个人和实体提起。 诉讼指控称，在整个集体诉讼期内，被告做出了虚假和/或误导性陈述，且/或未能披露以下事项：公司夸大了其旗舰项目德克萨斯州关键数据中心在许可和监管申报方面的进展；公司参与了一项欺诈性计划，通过关联实体转移油井然后将承担责任的公司置于破产状态，以逃避封堵和修复费用；因此，公司的财务业绩是虚假和/或误导性的；基于上述原因，被告关于公司业务、运营和前景的积极陈述具有重大误导性和/或缺乏合理依据。当真相进入市场时，投资者蒙受了损失。 2025年12月12日，Investing.com发布文章称，做空机构Fuzzy Panda Research发布了一份严厉的报告后，New Era Energy & Digital的股票“暴跌”。该报告指控公司用于股票推广的费用是其油气井运营费用的2.5倍，并称公司首席执行官E． Will Gray II在约20年的时间里有“将细价股公司经营至破产”的历史。在此消息影响下，该公司股价当日下跌了6.9%。 随后，在2025年12月29日，媒体报道新墨西哥州总检察长已提起诉讼，指控公司、其CEO及关联公司网络利用空壳公司实施欺诈性油气计划，以避免履行封堵废弃油井等环境责任。受此消息影响，NUAI股价当日暴跌41%，收于每股2.69美元。 法院指定的首席原告是在所寻求的救济中拥有最大经济利益的投资者，其作为集体成员的代表，负责代表拟议的集体指导和监督诉讼。任何推定集体的成员均可通过自己选择的律师向法院申请担任首席原告，也可以选择不采取任何行动，继续作为缺席的集体成员。是否担任首席原告并不影响获得任何赔偿的权利。 Faruqi & Faruqi， LLP是一家成立于1995年的全国性证券律师事务所，在纽约、宾夕法尼亚、加利福尼亚和佐治亚州设有办事处，迄今已为投资者追回数亿美元。该律所还鼓励了解New Era公司相关情况的任何人士（包括举报人、前雇员、股东及其他知情人士...
mustafaU/iStock via Getty Images Market Recap The U.S. stock market continued chugging along in May with little concern about the unresolved conflict in Iran, inflation ticking higher, and elevated oil prices. It seems as if investors don't care about the long term ramifications of these issues and instead continue to focus on AI optimism. Of course, not all stocks have participated in this recent...
mustafaU/iStock via Getty Images Market Recap The U.S. stock market continued chugging along in May with little concern about the unresolved conflict in Iran, inflation ticking higher, and elevated oil prices. It seems as if investors don't care about the long term ramifications of these issues and instead continue to focus on AI optimism. Of course, not all stocks have participated in this recent rally, and we are seeing more volatility from individual names. The SPDR® S&P 500 ETF Trust ( SPY ) rose by 5.26% last month and is now up 11.24% year-to-date. Dividend stocks also posted a positive gain, but the Schwab U.S. Dividend Equity ETF ( SCHD ) only rose by 1.34%. The popular dividend ETF is up 19.48% in 2026 and continues to remain ahead of SPY, but that gap has been quickly shrinking. Regardless of which way the market moves, investors shouldn't dwell on what already happened but instead look to the future. As such, I ran my monthly stock screening process looking for opportune dividend stocks to consider for the month of June. The main objective for this stock screening process is to separate signal from noise and to present me with potentially opportune investment ideas to consider for further review. Rather than focusing on short-term price movements or news headlines, I choose to focus on fundamental growth, deviations from fair value, and future return potential. The stock selection process was updated slightly; if you'd like to read in detail about the original process, you can do so in the first article of the series here . In a nutshell, I screen the U.S. stock market for companies with a track record of fundamental growth, an economic moat, and a dividend yield of at least 2.5%. Then I use dividend yield theory to get a quick valuation snapshot, and I estimate future return potential by combining the following metrics: Forward Dividend Yield Projected Earnings Growth Valuation Expansion or Contraction The minor changes implemented this month were to the...
Official Red Hat NPM accounts have been compromised and used to push a malicious worm that spreads from machine to machine, where it pilfers sensitive credentials in hopes of stealing yet more confidential data, researchers said. The supply-chain attack began Monday and remained active at the time this post went live, according to researchers at security firm Aikido. It’s the result of the threat ...
Official Red Hat NPM accounts have been compromised and used to push a malicious worm that spreads from machine to machine, where it pilfers sensitive credentials in hopes of stealing yet more confidential data, researchers said. The supply-chain attack began Monday and remained active at the time this post went live, according to researchers at security firm Aikido. It’s the result of the threat actor responsible for the hack taking control of @redhat-cloud-services, a legitimate channel in the npm repository that’s reserved for official Red Hat packages. As such, the channel is widely trusted by developers who rely on Red Hat cloud services. The vicious cycle of today’s supply-chain attacks It’s unclear precisely how the threat actor took control of the namespace, but it almost certainly involved the compromise of credentials required to access it, possibly through a previous supply-chain attack. More than 30 packages seem to be affected. Read full article Comments