Italian Premier Giorgia Meloni said it was too early to consider tapping Russian gas despite the Iran war driving up energy prices and squeezing supply. “I keep hoping that when the problem might come up in earnest, that is in January 2027, we’ll have been able to make progress in bringing peace to Ukraine,” Meloni told reporters in Verona Tuesday. “We mustn’t forget that the economic pressure we ...
Italian Premier Giorgia Meloni said it was too early to consider tapping Russian gas despite the Iran war driving up energy prices and squeezing supply. “I keep hoping that when the problem might come up in earnest, that is in January 2027, we’ll have been able to make progress in bringing peace to Ukraine,” Meloni told reporters in Verona Tuesday. “We mustn’t forget that the economic pressure we have exerted on Russia is in the end the strongest weapon we have to build peace.” Meloni was responding to remarks by Claudio Descalzi , the chief executive officer of oil giant Eni SpA , who said Sunday that plans to ban the import of liquefied natural gas from Russia should be suspended. Italy is highly dependent on gas for its energy needs, and the war in Iran has had a knock-on effect four years into Russia’s war with Ukraine. “We must be very careful in how we move from this point of view,” Meloni said. “It’s too early to talk about this dynamic.” Meloni, who has been on the defensive since losing a key referendum last month , is set to meet with Ukrainian President Volodymyr Zelenskiy in Rome on Wednesday. Italy has been particularly exposed to the closure of the Strait of Hormuz, a key waterway for gas, among other commodities, shuttered by the US and Israeli war on Iran. In response, she has flown to Algeria to seek more gas supplies and toured war-hit suppliers in the Gulf in a diplomatic charm offensive . Few across Italy’s political spectrum back an immediate resumption of Russian gas purchases, even if the war in Iran squeezes supply. Last week, former Premier Giuseppe Conte told Bloomberg News that Europe shouldn’t resume buying Russian gas until an “honorable” peace deal is reached for Ukraine. Meloni reiterated calls for European Union budget rules to be suspended for the bloc as governments contend with spiraling energy prices and tight national budgets. The government has extended a fuel tax cut until May 1. “It would be an enormous mistake to move too lat...
May Lim/iStock via Getty Images Thesis Summary A couple of weeks ago, I wrote about how Micron Technology, Inc. ( MU ) could be the new Intel Corporation ( INTC ), comparing the similarities between these two back in the 1990s, when Intel dominated hardware. Today, I present yet another controversial idea: Could Intel be the next Micron? While Intel is seen by many as a bloated tech company that h...
May Lim/iStock via Getty Images Thesis Summary A couple of weeks ago, I wrote about how Micron Technology, Inc. ( MU ) could be the new Intel Corporation ( INTC ), comparing the similarities between these two back in the 1990s, when Intel dominated hardware. Today, I present yet another controversial idea: Could Intel be the next Micron? While Intel is seen by many as a bloated tech company that has missed the AI revolution, the stock is now making new highs and leading the semiconductors. Micron’s story is all about capturing the memory bottleneck. But where’s the next bottleneck? I argue below that Intel could re-emerge as the key player of a different, and potentially more strategic, bottleneck. The market is slowly waking up to this possibility, but it’s not too late to invest in Intel today. How Bottlenecks Shift In Every Cycle Back in the 1990s, as I talked about in my Micron article, CPUs were the bottleneck. It was the dawn of the personal computer, and that was the way to access the internet. Fast forward to the 2010s, and everyone has a computer. Now it’s all about software and cloud infrastructure. We saw big gains for cloud providers and also software companies with the right talent. Now, AI has changed everything once again. Software has become commoditised, and will likely never be seen in the same light by the market. But the era of AI created a shortage in GPUs, which originally favoured NVIDIA Corporation ( NVDA ). As AI clusters scaled and we moved from training to inference, memory bandwidth became the next constraint, making Micron one of the hottest stocks in the market. We’ve also seen big rallies in photonics and connectivity stocks recently Yes, there will be shortages of all these components for the next two years, but that’s already priced in. We need to look at what comes next. Intel Today: Broken Or Misunderstood? This is a question I myself have grappled with. In my last Intel article , I discussed all the problems with Intel, giving it ...
May Lim/iStock via Getty Images Thesis Summary A couple of weeks ago, I wrote about how Micron Technology, Inc. ( MU ) could be the new Intel Corporation ( INTC ), comparing the similarities between these two back in the 1990s, when Intel dominated hardware. Today, I present yet another controversial idea: Could Intel be the next Micron? While Intel is seen by many as a bloated tech company that h...
May Lim/iStock via Getty Images Thesis Summary A couple of weeks ago, I wrote about how Micron Technology, Inc. ( MU ) could be the new Intel Corporation ( INTC ), comparing the similarities between these two back in the 1990s, when Intel dominated hardware. Today, I present yet another controversial idea: Could Intel be the next Micron? While Intel is seen by many as a bloated tech company that has missed the AI revolution, the stock is now making new highs and leading the semiconductors. Micron’s story is all about capturing the memory bottleneck. But where’s the next bottleneck? I argue below that Intel could re-emerge as the key player of a different, and potentially more strategic, bottleneck. The market is slowly waking up to this possibility, but it’s not too late to invest in Intel today. How Bottlenecks Shift In Every Cycle Back in the 1990s, as I talked about in my Micron article, CPUs were the bottleneck. It was the dawn of the personal computer, and that was the way to access the internet. Fast forward to the 2010s, and everyone has a computer. Now it’s all about software and cloud infrastructure. We saw big gains for cloud providers and also software companies with the right talent. Now, AI has changed everything once again. Software has become commoditised, and will likely never be seen in the same light by the market. But the era of AI created a shortage in GPUs, which originally favoured NVIDIA Corporation ( NVDA ). As AI clusters scaled and we moved from training to inference, memory bandwidth became the next constraint, making Micron one of the hottest stocks in the market. We’ve also seen big rallies in photonics and connectivity stocks recently Yes, there will be shortages of all these components for the next two years, but that’s already priced in. We need to look at what comes next. Intel Today: Broken Or Misunderstood? This is a question I myself have grappled with. In my last Intel article , I discussed all the problems with Intel, giving it ...
Johnson & Johnson press release ( JNJ ): Q1 Non-GAAP EPS of $2.70 beats by $0.02 . Revenue of $24.06B (+9.9% Y/Y) beats by $450M . Solidifying path to double-digit growth by the end of the decade, with significant progress for patients with the approvals of ICOTYDE the first-and-only targeted oral peptide for plaque psoriasis, TECVAYLI plus DARZALEX FASPRO as early as second line for patients with...
Johnson & Johnson press release ( JNJ ): Q1 Non-GAAP EPS of $2.70 beats by $0.02 . Revenue of $24.06B (+9.9% Y/Y) beats by $450M . Solidifying path to double-digit growth by the end of the decade, with significant progress for patients with the approvals of ICOTYDE the first-and-only targeted oral peptide for plaque psoriasis, TECVAYLI plus DARZALEX FASPRO as early as second line for patients with relapsed/refractory multiple myeloma, VARIPULSE Pro in Europe with a new pulse sequence that is now 5 times faster, and TECNIS PureSee Intraocular Lens for U.S. Cataract Patients. Company increases 2026 guidance with estimated reported sales of $100.8 Billion or 7.0% at the midpoint, and adjusted EPS of $11.55 or 7.1% at the midpoint. FY26 sales consensus of $100.59B, Adjusted operational EPS consensus of $11.55. Shares -1% PM. More on Johnson & Johnson Johnson & Johnson Q1 Earnings Preview: Time To Sell The Rally? Johnson & Johnson: Success In Multiple Myeloma Underpins $25B In Growth By 2030 Johnson & Johnson: Is The Stock Still Undervalued After The Rally? A Quantitative Approach Johnson & Johnson Q1 preview: What to expect Quant snapshot: JinkoSolar, PNC Financial lead top-rated names as SL Green Realty, Badger Meter lag
(RTTNews) - French stocks climbed higher on Tuesday amid hopes the U.S. and Iran will make some positive moves in a fresh round of discussions to end their ongoing conflict. A drop in oil prices contributed as well to market's upside.
(RTTNews) - French stocks climbed higher on Tuesday amid hopes the U.S. and Iran will make some positive moves in a fresh round of discussions to end their ongoing conflict. A drop in oil prices contributed as well to market's upside.
Tom Werner Avanos ( AVNS ) stock price climbed over 67% on Tuesday during pre-market hours as the medical tech company agreed to be acquired by American Industrial Partners for $1.27B. The deal will be an all-cash transaction where AVNS shareholders will receive $25 per share in cash, implying a ~72% premium to the prior close and ~83% premium to the 30-day average price. The deal has been unanimo...
Tom Werner Avanos ( AVNS ) stock price climbed over 67% on Tuesday during pre-market hours as the medical tech company agreed to be acquired by American Industrial Partners for $1.27B. The deal will be an all-cash transaction where AVNS shareholders will receive $25 per share in cash, implying a ~72% premium to the prior close and ~83% premium to the 30-day average price. The deal has been unanimously approved by the board and is expected to close in H2 2026, subject to shareholder approval and regulatory clearances. More on Avanos Medical Avanos Medical, Inc. (AVNS) Presents at The Citizens Life Sciences Conference 2026 Transcript Avanos Medical, Inc. (AVNS) Q4 2025 Earnings Call Transcript Avanos Medical, Inc. 2025 Q4 - Results - Earnings Call Presentation Avanos expects $700M–$720M sales in 2026 as China exit drives tariff mitigation Avanos Medical Non-GAAP EPS of $0.29, revenue of $180.9M
ASML Holding NV will omit the one metric that has driven its share price more than any other when it reports earnings Wednesday, injecting uncertainty into a stock nearing record highs. The world’s sole supplier of cutting-edge extreme ultraviolet lithography tools said last year it would stop publishing quarterly orders — a key indicator of customer demand — leaving investors to look elsewhere fo...
ASML Holding NV will omit the one metric that has driven its share price more than any other when it reports earnings Wednesday, injecting uncertainty into a stock nearing record highs. The world’s sole supplier of cutting-edge extreme ultraviolet lithography tools said last year it would stop publishing quarterly orders — a key indicator of customer demand — leaving investors to look elsewhere for clues on the outlook for advanced semiconductor production. Investors will have to shift their focus to the broader sales figures, but the problem is that ASML has a very wide forecast of 4% to 19% for sales growth in 2026, said Ben Barringer , head of technology research at Quilter Cheviot. “You could drive a bus through that gap,” Barringer said. “We would hope to see the company tighten this range a little and give us more certainty.” Given its position in the global industry, ASML’s order book is a key indicator of where advanced semiconductor production is headed. An EUV machine typically takes more than a year to deliver after an order is made. The company said it would stop reporting bookings due to their “ lumpy ” nature that makes it difficult for them to reflect business momentum. Investors may also turn to executives’ qualitative comments on Wednesday’s earnings call — or simply how confident they sound. Narrowing sales growth guidance to the upper end of the current range could help buoy sentiment, according to analysts at UBS Group AG and Cantor Fitzgerald. Some see stock volatility on earnings day potentially declining. “Sales figures are a lot more stable, and with the order number gone, it gives management more room to qualitatively guide people,” said Tobias Baehr , investment manager at Aberdeen. The options market is anticipating less earnings-related volatility, betting on the stock moving roughly 5.5% in either direction after the earnings report. That’s slightly below the average of what was priced in for the past eight quarters, according to data co...