Carson Block said artificial intelligence is a key reason Muddy Waters Capital LLC is rethinking plans for a long-short fund in India, saying his firm is “going back to the lab” on the idea. “We are reevaluating how we will approach India in light of our house view on AI” and its impact on labor markets, the investment research firm’s founder said on Bloomberg TV. “We have spent a decent amount of...
Carson Block said artificial intelligence is a key reason Muddy Waters Capital LLC is rethinking plans for a long-short fund in India, saying his firm is “going back to the lab” on the idea. “We are reevaluating how we will approach India in light of our house view on AI” and its impact on labor markets, the investment research firm’s founder said on Bloomberg TV. “We have spent a decent amount of time in India in the past year and a half, but I wanted to take a few steps back and reorient,” adding that the long-term outlook for India remains positive. The rethink highlights how the artificial intelligence boom is reshaping global investment flows, with India at risk of losing out as investors favor markets tied more directly to AI infrastructure and semiconductor manufacturing. Earlier this month, the country’s stock market dropped out of the world’s five biggest for the first time in three years as Taiwan overtook India in stock market value, powered mainly by a breakneck rally in the world’s largest chipmaker Taiwan Semiconductor Manufacturing Co. Read: India’s $924 Billion Market Rout Shows Cost of Missing AI Wave AI could replace as much as 15% of highly paid knowledge workers in the US over the next several years, a trend that may have significant implications for India’s economy, Block said Thursday.
Daniel Grizelj/DigitalVision via Getty Images A Retail REIT Beating Estimates Recently A REIT stock hitting my research desk today is Federal Realty Investment Trust ( FRT ), which beat Q1 estimates when it reported earnings recently on May 1st, and whose stock is up +12.5% since my buy rating in February, confirming my bullish view was justified. I know the name can be misleading, since this Wash...
Daniel Grizelj/DigitalVision via Getty Images A Retail REIT Beating Estimates Recently A REIT stock hitting my research desk today is Federal Realty Investment Trust ( FRT ), which beat Q1 estimates when it reported earnings recently on May 1st, and whose stock is up +12.5% since my buy rating in February, confirming my bullish view was justified. I know the name can be misleading, since this Washington, DC-area REIT doesn't actually focus on properties for federal use but retail use, with its Seeking Alpha profile saying its focus includes "a portfolio of open-air shopping centers and mixed-use destinations." What I loved about this REIT the first time was robust leasing growth, ample dividend coverage, and bullish technical trends, so this time around I'll consider the Q1 results, which came out after my last article, and any other relevant points to update my prior coverage. Updated Thesis is More Bullish Than Before My updated thesis actually upgrades this REIT to a strong buy this time, from my prior buy rating. Although there are signs of elevated valuation and somewhat modest price forecasts, the rest of my rating factors overwhelm those headwinds and clearly push the needle into a highly bullish range for this stock. FRT - rating worksheet (author) Read on to learn more about why I think this stock wins on growth factors and margins, and performance vs. peers and the S&P 500, but also why it's a strong dividend idea that the market is highly bullish on now. A Proven Revenue Grower That Could Ride The Retail Tailwind To start off with, I considered top-line growth potential and gave the stock a strong buy here due to positive GDP growth in the US, new leasing momentum, portfolio growth, and proven 5-year revenue growth. Let's start out thinking about the macroeconomic landscape and how it can impact retail REITs. I think forecasts pointing to economic growth and consumer confidence could be key indicators to watch. For instance, the Bureau of Economic Analysi...
Skyhobo United Airlines ( UAL ) CEO Scott Kirby stated Wednesday that the carrier has shelved any consolidation plans for the foreseeable future, following American Airlines' ( AAL ) recent rejection of his merger proposal. Speaking at a Bernstein investor conference, Kirby said he had long believed that only the "big transaction" United tried to pursue made economic sense for the carrier, while ...
Skyhobo United Airlines ( UAL ) CEO Scott Kirby stated Wednesday that the carrier has shelved any consolidation plans for the foreseeable future, following American Airlines' ( AAL ) recent rejection of his merger proposal. Speaking at a Bernstein investor conference, Kirby said he had long believed that only the "big transaction" United tried to pursue made economic sense for the carrier, while other potential deals did not. But he said that transaction required a willing partner, "which we clearly don't have." "So I don't think that United at least is going to participate in any consolidation for any time I can see in the foreseeable future," Kirby added . United ( UAL ) said in April that American ( AAL ) had declined to engage after Kirby approached the rival carrier about a potential merger. Kirby also pushed back on speculation about JetBlue Airways ( JBLU ) on Wednesday , saying United would have to improve JetBlue's margin by about 25 percentage points to make a deal work, which he called "mathematically close to impossible." More on United Airlines United Airlines Holdings, Inc. (UAL) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript United Airlines: Stronger Than American, Cheaper Than Delta United Airlines Holdings, Inc. (UAL) Q1 2026 Earnings Call Transcript Airline stocks rally on hopes the Strait of Hormuz will return to pre-war levels CDC asks staff to volunteer to beef up Ebola screenings at airports
IbotDesign/iStock via Getty Images Deep Fission Is An Ultra-High-Risk Company Deep Fission, Inc. ( FISN ) has filed to raise continued development funding via an IPO, according to an S-1 registration statement . The company is developing small modular nuclear reactor technologies for energy production purposes. FISN is still in the development stage with material technical risks, regulatory delay ...
IbotDesign/iStock via Getty Images Deep Fission Is An Ultra-High-Risk Company Deep Fission, Inc. ( FISN ) has filed to raise continued development funding via an IPO, according to an S-1 registration statement . The company is developing small modular nuclear reactor technologies for energy production purposes. FISN is still in the development stage with material technical risks, regulatory delay potential, and no revenue. With first meaningful commercial revenue potentially years away in the best-case scenario, and management’s excessive valuation expectations at IPO, my outlook on the FISN IPO is to "Sell" (avoid it). What Does Deep Fission Do? Deep Fission is in the development stage for its pressurized water reactor technology, which entails placing the reactor in a deep borehole one mile below the Earth’s surface. The advantages of this concept support containment and operating functions, “including the use of hydrostatic pressure from a water column within the borehole to support reactor operating pressure and cooling, and the surrounding geological formation to provide structure confinement and shielding.” Each reactor, which the company brands the “Gravity Reactor,” can theoretically produce up to 15 megawatts of electric power, and it has begun initial field development activities on its 100-acre site in Parsons, Kansas. Management plans to apply for a commercial license with the U.S. Nuclear Regulatory Commission in early 2027. The company is led by co-founder, Chair, President, and Chief Executive Officer Elizabeth Muller, who was previously a co-founder of Deep Isolation Nuclear, a nuclear waste disposal firm. Deep Fission has booked a fair market value investment of $176 million from investors like venture capital firm 8VC, Mark Tompkins and EE Holdings Limited. What I s Deep Fission’s Market? The global small modular nuclear reactor market size was approximately $6.5 billion in 2025 and is expected to reach nearly $10.7 billion by 2033, according to a ...
科大前教授劉紅斌認收賄 判囚20周、歸還4萬元賄款 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】科大前教授承認收賄，試圖協助不合資格人士入讀碩士課程，在觀塘裁判法院判囚20星期。 被告劉紅斌案發時擔任科大海洋科...
科大前教授劉紅斌認收賄 判囚20周、歸還4萬元賄款 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】科大前教授承認收賄，試圖協助不合資格人士入讀碩士課程，在觀塘裁判法院判囚20星期。 被告劉紅斌案發時擔任科大海洋科學系講座教授，他去年收到朋友求助後，安排一名不合資格的學生接受碩士課程面試，在該名學生獲有條件取錄後，劉紅斌從朋友收取4萬元，並向學系另一名講師及職員提供合共6,000元利是但被拒絕。 他早前承認違反《防止賄賂條例》，裁判官說罪行性質嚴重，破壞大學聲譽及公眾對收生程序的信心，亦令其他循規蹈矩的申請人感覺受不公平對待，判被告入獄20星期，並且向科大歸還涉案4萬元賄款。
Record investment in data centers in Australia is providing much-needed support for the economy that’s feeling the strain from the global energy crunch and higher interest rates. Companies spent A$8.7 billion ($6.2 billion) on building data centers and buying the servers to fill them in the first three months of this year, almost double the level in the final quarter of 2025, data released Thursda...
Record investment in data centers in Australia is providing much-needed support for the economy that’s feeling the strain from the global energy crunch and higher interest rates. Companies spent A$8.7 billion ($6.2 billion) on building data centers and buying the servers to fill them in the first three months of this year, almost double the level in the final quarter of 2025, data released Thursday shows. Over the same period, Australia’s total private investment was up 6.5% to the highest level since 2014, the data showed, well above the median estimate of economists for a 1% increase. The artificial intelligence boom has propelled not just the US economy, but those across Asia such as South Korea and Taiwan where most of the chips are made, and neighboring Malaysia and Singapore that have attracted data centers. The flurry of spending has supported economic growth, largely offsetting the drag from continued trade tensions and the global energy crunch. Australia is in the middle of a rapid buildout of data centers, with the data showing spending on the sector was almost 17% of all private investment in the quarter, well above any previous period in data going back to 2006. Infratil Ltd . Chief Executive Officer Jason Boyes said on Tuesday that both Australia and New Zealand have plenty of “latent potential” for new data center development, given their strong hydro, wind and renewable energy capability to support power demand. The Wellington-based infrastructure investment company doubled its capital expenditure this year and expects to maintain that level over the next three to four years. The unexpectedly strong result should provide support for Australia’s gross domestic product data due next week. However, that’s also pushed Australia into its first trade deficit in nearly a decade in March, amid a spike in imports of automated data processing equipment from Taiwan and other places. That pace should have slowed, with Taiwanese data showing around $620 million in...
Under the new strategy, dumped rubbish is left for three days with what the council calls "CSI tape" around it, or stickers to show it is being investigated. Black bin waste containing food is cleared away quicker.
Under the new strategy, dumped rubbish is left for three days with what the council calls "CSI tape" around it, or stickers to show it is being investigated. Black bin waste containing food is cleared away quicker.
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