Netflix announced on Thursday that it will be launching a redesigned mobile app, which will include a vertical video feed, at the end of April. "This redesign will better reflect our expanding entertainment offering and make it easier for members to engage how and when they want," the company said in its Q1 2026 earnings letter to shareholders . In Thursday's letter, the company said that the line...
Netflix announced on Thursday that it will be launching a redesigned mobile app, which will include a vertical video feed, at the end of April. "This redesign will better reflect our expanding entertainment offering and make it easier for members to engage how and when they want," the company said in its Q1 2026 earnings letter to shareholders . In Thursday's letter, the company said that the lines between "entertainment on TV and mobile devices are blurring," noting that video podcasts "over-index" on mobile. Co-CEO Greg Peters said in January that the company was planning to revamp its mobile UI as a way to "better serve the expansion of o … Read the full story at The Verge.
Oliver Rossi/DigitalVision via Getty Images In this anаlysis, we examine the Golub Capital BDC ( GBDC ) and its key financial mеtrics - assеts, dеbt, crеdit rаting, and histоrical pеrformаncе - tо assеss whеther GBDC's cоmmon stоck rеpresents an аttractive invеstment oppоrtunity cоmpared to altеrnatives in thе bоnd mаrket. If you would like to look at our last article for the company, you can do s...
Oliver Rossi/DigitalVision via Getty Images In this anаlysis, we examine the Golub Capital BDC ( GBDC ) and its key financial mеtrics - assеts, dеbt, crеdit rаting, and histоrical pеrformаncе - tо assеss whеther GBDC's cоmmon stоck rеpresents an аttractive invеstment oppоrtunity cоmpared to altеrnatives in thе bоnd mаrket. If you would like to look at our last article for the company, you can do so here. Assets, Portfolio, and Debt At the end of 2025, Golub Capital BDC, Inc. (GBDC) had close to $8.9 billion in total assets and $4.98 billion in total debt. The investments at fair value represent close to 97% of the total assets, and the non-accrual loans represent 0.8% of total investments at fair value. The current market capitalization is close to $3.45 billion. GBDC's assets (golubcapitalbdc.com) The biggest part of its portfolio is in the Software industry (27%), followed by Healthcare Providers & Services (7%). The largest part of the company's investment portfolio is in First lien - close to 92%, followed by 7% in "Equity," and 1% in "Junior Debt." In the next picture shows the portfolio highlights of GBDC: GBDC's portfolio highlights (golubcapitalbdc.com) Credit Rating GBDC is rated as "investment-grade." Moody's gives it a "Baa2" credit rating, S&P - a "BBB-," and Fitch - a "BBB." GBDC's credit ratings (golubcapitalbdc.com) And below you can see the debt capital structure of GBDC as of the last quarter: GBDC's debt capital structure (golubcapitalbdc.com) Historical Performance The five-year average annual total return on NAV is close to 10.25%, which is higher than the peer group's 7.18%. And the 3-year average annual total return on NAV is around 11.84%, 4.9 points higher than the peer group. The 10-year average annual total return again is higher than the peer group's - 8.92%, while the peer group's is close to 7.19%. GBDC's historical performance (cefdata.com) Historical Premium/Discount The next chart is the 10-year historical premiums/discounts. We see G...
(RTTNews) - Following three sessions of gains, Canadian stocks edged lower on Thursday as investors await the upcoming second round of U.S.-Iran negotiations with cautious optimism amid the ongoing blockade on Iranian ports by the U.S., which has accelerated oil and energy supply
(RTTNews) - Following three sessions of gains, Canadian stocks edged lower on Thursday as investors await the upcoming second round of U.S.-Iran negotiations with cautious optimism amid the ongoing blockade on Iranian ports by the U.S., which has accelerated oil and energy supply
alan64/iStock via Getty Images Investment Thesis For investors seeking ways to invest in the AI revolution, data center computing power and DRAM speeds are often the primary focus. There are, of course, numerous other market segments capable of delivering far more substantial capital growth, given the catastrophic supply shortage against a backdrop of rapidly rising demand. NAND is one such segmen...
alan64/iStock via Getty Images Investment Thesis For investors seeking ways to invest in the AI revolution, data center computing power and DRAM speeds are often the primary focus. There are, of course, numerous other market segments capable of delivering far more substantial capital growth, given the catastrophic supply shortage against a backdrop of rapidly rising demand. NAND is one such segment, in which Sandisk Corporation ( SNDK ) is a key market player. After just over a year of operating as an independent company, the management has managed to implement its initial plans to replace HDDs in data centers by offering higher-density solutions. I will analyze the company’s business strategy, products, competition, and financial valuation in this article in order to confirm my Buy recommendation. Be careful, because now is not the best time to open new positions in SNDK. We have some important events ahead of us, where it is important not to get caught up in extreme hype due to the "buy on rumors, sell on facts" rule. SNDK’s Strategy and Products To understand SNDK’s strategy, we need to keep in mind that the company assumed a new status following Western Digital’s ( WDC ) split in early 2025 into two separate publicly traded companies. After that, SanDisk became an individual player focused on NAND technologies. In comparison to Micron ( MU ), whose products are primarily in the DRAM segment, there is more fragmentation in the NAND market, thus reducing dependence on potential cyclicality. Considering the ongoing shortage in the memory market, where its products are of great importance for scaling AI infrastructure, SNDK is pursuing an aggressive growth strategy, resulting in a 2400% increase in market value since its IPO (February 2025). In line with its strategic priorities, the company is promoting the concept of switching to high-density Quad-Level Cell NAND to replace the outdated traditional HDDs in the enterprise segment. Vertical integration through a par...
Alaska Air Group’s story is evolving as its expanded network and Hawaiian integration reshape how the business generates profit. That puts more focus on how those changes show up in earnings, rather than relying on a rebound in travel demand alone.
Alaska Air Group’s story is evolving as its expanded network and Hawaiian integration reshape how the business generates profit. That puts more focus on how those changes show up in earnings, rather than relying on a rebound in travel demand alone.
Jill Wyant, president and CEO of Madison Air, talks about the company’s IPO and the growing opportunity in data center infrastructure, including the buildout of Terafabs. The provider of ventilation and filtration systems raised $2.23 billion. Wyant speaks with Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)
Jill Wyant, president and CEO of Madison Air, talks about the company’s IPO and the growing opportunity in data center infrastructure, including the buildout of Terafabs. The provider of ventilation and filtration systems raised $2.23 billion. Wyant speaks with Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)
MERRILLVILLE, Ind., April 16, 2026--NiSource Inc. (NYSE: NI) announced today a new long‑term energy agreement with a subsidiary of Alphabet Inc. (Alphabet) that will support the development and operation of a large‑scale data center in northern Indiana while providing meaningful benefits to existing customers and local communities.
MERRILLVILLE, Ind., April 16, 2026--NiSource Inc. (NYSE: NI) announced today a new long‑term energy agreement with a subsidiary of Alphabet Inc. (Alphabet) that will support the development and operation of a large‑scale data center in northern Indiana while providing meaningful benefits to existing customers and local communities.
It wasn't just U.S. equities that tumbled immediately following the start of the war in Iran. Scores of international stocks sold off as spooked global investors dialed back risk. Perhaps to the surprise of some market participants in the U.S., one of the international markets that displayed the most vulnerability to the situation in Iran was South Korea. Before the start of the war, the iShares M...
It wasn't just U.S. equities that tumbled immediately following the start of the war in Iran. Scores of international stocks sold off as spooked global investors dialed back risk. Perhaps to the surprise of some market participants in the U.S., one of the international markets that displayed the most vulnerability to the situation in Iran was South Korea. Before the start of the war, the iShares MSCI South Korea ETF (NYSEMKT: EWY) managed to hit a 52-week high just north of $152. Following the start, the share price slid to around $116 on March 31. Investors holding the South Korea ETF are likely hoping the U.S. soon resolves the war in Iran. Image source: Getty Images. Continue reading
The new model, called π0.7, represents what the company describes as an early but meaningful step toward the long-sought goal of a general-purpose robot brain.
The new model, called π0.7, represents what the company describes as an early but meaningful step toward the long-sought goal of a general-purpose robot brain.
Hennepin County officials say these are the first charges filed against a federal immigration agent related to the crackdown that brought thousands of federal officers to the state. The widespread operation led to the shooting deaths of two American citizens. (Image credit: Mark Vancleave)
Hennepin County officials say these are the first charges filed against a federal immigration agent related to the crackdown that brought thousands of federal officers to the state. The widespread operation led to the shooting deaths of two American citizens. (Image credit: Mark Vancleave)
Ariel Investments has been expanding its private markets platform through Ariel Alternatives and has jumped into the world of investing in women's sports. Company Chair and co-CEO John Rogers speaks with "Bloomberg The Close" about the decision and also weighs in on the political implications of the difficult economic reality caused by the US-Iran war. (Source: Bloomberg)
Ariel Investments has been expanding its private markets platform through Ariel Alternatives and has jumped into the world of investing in women's sports. Company Chair and co-CEO John Rogers speaks with "Bloomberg The Close" about the decision and also weighs in on the political implications of the difficult economic reality caused by the US-Iran war. (Source: Bloomberg)
In the first quarter of 2026, the Dow Jones Industrial Average (DJINDICES: ^DJI) experienced a 10% correction, its biggest drop since early 2025. Megacap tech stocks , which had been pulling the markets higher, became average performers. But over the past few weeks, stocks have made a rapid recovery. The U.S.-Iran ceasefire raised hope that a long-term resolution could be reached, which was enough...
In the first quarter of 2026, the Dow Jones Industrial Average (DJINDICES: ^DJI) experienced a 10% correction, its biggest drop since early 2025. Megacap tech stocks , which had been pulling the markets higher, became average performers. But over the past few weeks, stocks have made a rapid recovery. The U.S.-Iran ceasefire raised hope that a long-term resolution could be reached, which was enough to flip investor sentiment back to positive. That rapid decline-and-recovery pattern was not unusual for a geopolitically driven market event. If you look back at history, corrections of 5% to 10% are relatively normal, as are quick rebounds that erase those declines within a couple of months. Continue reading