When foreign ministers of countries that are part of the Quadrilateral Security Dialogue (Quad) gathered in New Delhi last week, the agenda looked familiar: supply chain resilience, telecommunications security and maritime domain awareness. The talking points have evolved, the initiatives have multiplied and the meetings have become routine. Asia is entering a new strategic era. However, its geopo...
When foreign ministers of countries that are part of the Quadrilateral Security Dialogue (Quad) gathered in New Delhi last week, the agenda looked familiar: supply chain resilience, telecommunications security and maritime domain awareness. The talking points have evolved, the initiatives have multiplied and the meetings have become routine. Asia is entering a new strategic era. However, its geopolitical debate remains stuck in the previous one. Across the region, governments are investing in...
A Lot More Than Just Rates Moving Markets By Peter Tchir of Academy Securities The plan this weekend was to write about the AI Revolution. It would have dovetailed well with recent pieces Buggy Whips and Horses and Being Forced to Understand UBI . We discussed this, Iran, and much more on Bloomberg TV (1:43:30 mark), where I did bring out the red rocket ship tie, in honor of the SpaceX IPO. But it...
A Lot More Than Just Rates Moving Markets By Peter Tchir of Academy Securities The plan this weekend was to write about the AI Revolution. It would have dovetailed well with recent pieces Buggy Whips and Horses and Being Forced to Understand UBI . We discussed this, Iran, and much more on Bloomberg TV (1:43:30 mark), where I did bring out the red rocket ship tie, in honor of the SpaceX IPO. But it is difficult to stick to the plan when the Nasdaq 100 drops almost 5% in a day and the Philly Semiconductor Index (a driving force of the big rally since the initial Iran attack sell-off) dropped over 10%! 10% in a single day for the most important subsector (of late) is a big deal! As Mike Tyson famously said , “we all have a plan until we get punched in the face” and I’m not sure which would have been worse, a punch in the face from Tyson or 5% down on the Nasdaq 100? At least we can recover from market movements, not sure I could recover from a Tyson punch. Rates – A Part of the Story The jobs data came in hot. I would say, yet again, but as we published in our NFP Instant Reaction, there were fewer inconsistencies in this report. It doesn’t quite settle the Jobs – Data vs Vibes question, but it was a step in that direction. The market is now pricing in one hike in 2026, as opposed to a 69% chance at the start of the week (though that should not have derailed stocks the way they were derailed). 10-year Treasury yields rose to 4.53% from 4.43% at the end of last week. Hardly warranting such a large sell-off in equities. The 10-year only moved 3 bps higher from Wednesday’s close to Friday’s close – kind of noise in the grand scheme of things. It was 4.66% on May 19th but the Nasdaq 100 was a touch lower than today. I continue to think we see a steady grind higher in yields: Price increases are being passed on to the consumer , and in the vast majority of industries, the consumer seems willing to pay those prices. I continue to focus on the longer-dated oil futures contrac...
UK Prime Minister Keir Starmer will promise to prevent any community from being left behind in the “tech revolution” by using artificial intelligence tools to help people find work. In a speech at the start of London Tech Week on Monday, Starmer will pledge to back AI for business while using online tools to deliver personalized career advice, according to a Downing Street release. Rapid adoption ...
UK Prime Minister Keir Starmer will promise to prevent any community from being left behind in the “tech revolution” by using artificial intelligence tools to help people find work. In a speech at the start of London Tech Week on Monday, Starmer will pledge to back AI for business while using online tools to deliver personalized career advice, according to a Downing Street release. Rapid adoption of AI has raised fears that the technology will displace jobs and funnel wealth back to tech giants in the US. Starmer will say in his speech the government is clear that the change “must work for everyone, not just a privileged few.” A new “AI assistant” designed to offer around-the-clock support on career development and job applications will be tried out for three months by the Department for Work and Pensions. Its tools will act as a “job center in your pocket,” Starmer will say. “We’re backing British businesses to lead the way, driving growth and investment that turns into more jobs and stronger communities,” the premier will say. “And we’re using tech to bring opportunity to every corner of the country – helping people into work, tackling inequalities, boosting skills and building a fairer future.” Read More: Banks Lay Groundwork for Mass Workforce Cuts as AI Takes Hold The plans build on AI tools the government is developing with education technology companies, AI firms and startups to provide cheaper access for pupils to one-on-one tutoring. More than 50 firms have bid to develop the tools, of which as many as eight will receive a share of £2.4 million of support. The government hopes to roll out the tools next autumn to 450,000 children on free school meals. Starmer will also champion the UK’s success at the summit, saying Britain has the world’s third-largest tech ecosystem with more than 200 unicorns worth more than $1 billion, and that British startups have raised almost half of Europe’s tech investment this year. Over the weekend, Business Secretary Peter Kyle...
US President Donald Trump lasted through scrutinising questions about his Iran war strategy and repeated weather disruptions during an interview with US broadcaster NBC – but angrily stormed out when confronted over his unfounded claims of election fraud. “You’re a one-sided, crooked network. Sorry. Let’s call it quits because I’ve had enough. Thank you, darling. Have a good time,” Trump told Meet...
US President Donald Trump lasted through scrutinising questions about his Iran war strategy and repeated weather disruptions during an interview with US broadcaster NBC – but angrily stormed out when confronted over his unfounded claims of election fraud. “You’re a one-sided, crooked network. Sorry. Let’s call it quits because I’ve had enough. Thank you, darling. Have a good time,” Trump told Meet the Press host Kristen Welker before standing up and walking out of the interview that aired...
Is PLTR a good stock to buy? We came across a bullish thesis on Palantir Technologies Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on PLTR. Palantir Technologies Inc.’s share was trading at $136.88 as of May 25th. PLTR’s trailing and forward P/E were 153.80 and 93.46 respectively according to Yahoo Finance. […]
Is PLTR a good stock to buy? We came across a bullish thesis on Palantir Technologies Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on PLTR. Palantir Technologies Inc.’s share was trading at $136.88 as of May 25th. PLTR’s trailing and forward P/E were 153.80 and 93.46 respectively according to Yahoo Finance. […]
Michael Derrer Fuchs/iStock Editorial via Getty Images Airbus ( EADSF ) ( EADSY ) has informed some airline customers that deliveries of certain A320neo-family aircraft scheduled for 2027 and 2028 will slip by several months, Aviation Week reported, citing people familiar with the discussions. The delays are said to affect a limited number of aircraft, with the A321neo, the largest and most in-dem...
Michael Derrer Fuchs/iStock Editorial via Getty Images Airbus ( EADSF ) ( EADSY ) has informed some airline customers that deliveries of certain A320neo-family aircraft scheduled for 2027 and 2028 will slip by several months, Aviation Week reported, citing people familiar with the discussions. The delays are said to affect a limited number of aircraft, with the A321neo, the largest and most in-demand model in the A320neo lineup, among those most impacted, the people said. They requested anonymity because the talks are private. The schedule adjustments underscore the ongoing supply chain challenges facing Airbus as it works to increase production of its best-selling narrowbody jets. The issues come at a time when airlines continue to place strong orders for fuel-efficient aircraft and rival Boeing is gradually increasing output following years of manufacturing disruptions. Airbus ( EADSF ) ( EADSY ) has repeatedly cited shortages of key components as a constraint on A320-family production. The company has also warned that difficulties involving engine supplier Pratt & Whitney ( RTX ) remain a headwind. Delivery shortfalls contributed to a €2.5 billion ($2.9 billion) cash outflow during the first quarter. An Airbus spokesperson did not immediately respond to a request for comment. The latest delays suggest that supply chain bottlenecks continue to weigh on the global aerospace industry despite efforts by manufacturers and suppliers to expand capacity. Separately, the International Air Transport Association warned Sunday that aircraft production worldwide is not growing quickly enough to meet airlines' demand for newer, more fuel-efficient jets. The industry group said airlines are also contending with higher fuel costs, operational disruptions linked to conflict in the Middle East and labor-related pressures, factors that are expected to weigh on profitability this year. More on Airbus SE Airbus SE (EADSY) Q1 2026 Earnings Call Transcript Airbus SE 2026 Q1 - Results -...
Berkshire Hathaway, NYSE:BRK.B, has committed $10 billion in a private placement in Alphabet focused on artificial intelligence infrastructure expansion. The investment is described as Berkshire's first major AI exposure under new CEO Greg Abel. This move marks a clear shift in capital allocation toward a leading technology platform. Berkshire Hathaway, NYSE:BRK.B, is stepping into AI at scale whi...
Berkshire Hathaway, NYSE:BRK.B, has committed $10 billion in a private placement in Alphabet focused on artificial intelligence infrastructure expansion. The investment is described as Berkshire's first major AI exposure under new CEO Greg Abel. This move marks a clear shift in capital allocation toward a leading technology platform. Berkshire Hathaway, NYSE:BRK.B, is stepping into AI at scale while its stock trades around $488.13. Over the past 3 years the stock is up 45.6% and over 5...
naphtalina/iStock via Getty Images Investors head into the week ahead facing a difficult backdrop after a sharp market selloff rattled stocks, bonds, gold and cryptocurrencies, leaving few traditional havens untouched, The Wall Street Journal reported Sunday. Friday's stronger-than-expected U.S. jobs report sparked a broad reassessment of interest-rate expectations. The Nasdaq Composite ( COMP:IND...
naphtalina/iStock via Getty Images Investors head into the week ahead facing a difficult backdrop after a sharp market selloff rattled stocks, bonds, gold and cryptocurrencies, leaving few traditional havens untouched, The Wall Street Journal reported Sunday. Friday's stronger-than-expected U.S. jobs report sparked a broad reassessment of interest-rate expectations. The Nasdaq Composite ( COMP:IND ) fell 4.2%, Treasury yields climbed to their highest levels since early 2025 and traders increased bets that the Federal Reserve could raise rates before year-end. Gold ( XAUUSD:CUR ) also slid toward its lowest levels of 2026. The focus now shifts to two major tests in the coming days: a closely watched inflation report and the debut of SpaceX's ( SPCX ) record-setting initial public offering. Both events could influence investor sentiment at a time when markets are already grappling with higher borrowing costs and concerns about stretched valuations. Some Wall Street veterans warned that Friday's decline exposed vulnerabilities created by the market's heavy reliance on a small group of artificial intelligence-related stocks. Bridgewater Associates founder Ray Dalio said rising bond yields and lofty equity valuations have made fixed-income investments more competitive, raising questions about the sustainability of the market's rally. He also cautioned that speculative enthusiasm surrounding AI shares resembles characteristics seen in past market bubbles. Technology stocks bore the brunt of the selling. Semiconductor shares lost more than $1 trillion in market value over two sessions, although the sector remains sharply higher for the year. Investors had been counting on booming demand for AI infrastructure to drive years of rapid profit growth, but recent earnings updates failed to justify some of the market's most optimistic expectations. The selloff spread globally, dragging down Asian markets heavily exposed to the chip industry. Some strategists said the decline refl...
Assuming all goes as planned, Elon Musk's privately owned SpaceX will go public on Friday, June 12. Although some retail investors may be lucky enough to access shares at the initial public offering, most people will only have the option to buy the stock in the open market after the fact. And this begs the question: Should you do so? Here are some things to consider. Image source: Getty Images. Co...
Assuming all goes as planned, Elon Musk's privately owned SpaceX will go public on Friday, June 12. Although some retail investors may be lucky enough to access shares at the initial public offering, most people will only have the option to buy the stock in the open market after the fact. And this begs the question: Should you do so? Here are some things to consider. Image source: Getty Images. Continue reading
vaeenma/iStock via Getty Images The insurance side of the market is taking off for LendingTree ( TREE ), and it is beginning to manifest in the company's earnings reports. While this segment of the business has contributed some revenue for years, it has exploded higher in recent years. As I reviewed the Q1 2026 earnings report , it was a factor that immediately stood out and grabbed my attention. ...
vaeenma/iStock via Getty Images The insurance side of the market is taking off for LendingTree ( TREE ), and it is beginning to manifest in the company's earnings reports. While this segment of the business has contributed some revenue for years, it has exploded higher in recent years. As I reviewed the Q1 2026 earnings report , it was a factor that immediately stood out and grabbed my attention. I would like to discuss that along with other reasons for optimism and why I see LendingTree as a must-own today. Q1 2026 Report Was Outstanding, but Shares Sold Off Anyway The Q1 2026 earnings report reflected a level of strength throughout the business that is worthy of admiration. The topline figures looked like this: Revenue of $327.27M for a gain of 36.53% YoY EPS of $1.53, or a $0.06 beat compared with analysts' expectations Both of those are strong figures that should have immediately grabbed headlines. Yet, the market reaction to this beat was rather odd to me as the stock sold off considerably shortly after the report's release on April 30, 2026: Data by YCharts In my opinion, this actually creates an excellent opportunity to purchase shares at a discount here. Wall Street has been so upbeat about LendingTree shares that even a significant beat on revenue and EPS isn't good enough. However, I believe this creates an opportunity for those who buy shares now to get in at an excellent price point. Insurance Business Revenue Soars Perhaps the most bullish thing that I saw throughout the entire Q1 2026 report is what the insurance business is doing for LendingTree at this time. Scott Peyree, CEO, President & Director of the company, spoke about the insurance side of the business and said the following: We had an exceptional start to the year. Adjusted EBITDA grew 71% year-over-year on a 37% increase in revenue, driven by a very strong performance in our Insurance segment and a healthy contribution from Consumer. We had a record revenue quarter. And it was the highest qu...
Brazilian planemaker Embraer expects to eventually bring its E2 jets into China, seeing a role for the aircraft among the country’s domestically developed models, a senior executive told Reuters on Sunday. “We have a dedicated team in Beijing, they’re day-to-day working in China,” Embraer Commercial Aviation CEO Arjan Meijer said on the sidelines of a global gathering of top airline executives ...
Brazilian planemaker Embraer expects to eventually bring its E2 jets into China, seeing a role for the aircraft among the country’s domestically developed models, a senior executive told Reuters on Sunday. “We have a dedicated team in Beijing, they’re day-to-day working in China,” Embraer Commercial Aviation CEO Arjan Meijer said on the sidelines of a global gathering of top airline executives in Rio de Janeiro. “We believe the E2 family is the ideal complement to the indigenous products of...