In this article IGV BE ORCL Follow your favorite stocks CREATE FREE ACCOUNT K.R. Sridhar Cameron Costa | CNBC Oracle is poised to make a quick buck off an investment in Bloom Energy . On Thursday, Oracle was issued a warrant to purchase up to 3.53 million shares of the fuel cell maker at $113.28 a share, for a total investment of $400 million, as part of an agreement announced in October. After th...
In this article IGV BE ORCL Follow your favorite stocks CREATE FREE ACCOUNT K.R. Sridhar Cameron Costa | CNBC Oracle is poised to make a quick buck off an investment in Bloom Energy . On Thursday, Oracle was issued a warrant to purchase up to 3.53 million shares of the fuel cell maker at $113.28 a share, for a total investment of $400 million, as part of an agreement announced in October. After the close of trading on Monday, the two companies said they're expanding a prior partnership, with Oracle contracting 1.2 gigawatts of capacity from Bloom. Shares of Bloom soared 15% on the announcement, lifting the stock to almost $203 and marking a $316 million gain for Oracle over the warrant price. Oracle has until Oct. 9 to exercise the warrant. In total, Oracle intends to procure up to 2.8 gigawatts of Bloom systems, according to Monday's statement. The software company has contracted for 1.2 gigawatts, with plans to finish the deployment in 2027. The companies first came together in July , when Bloom said it would be delivering energy to U.S. Oracle data centers within 90 days. "By rapidly deploying Bloom's reliable, efficient fuel cell energy, we are quickly meeting the demands of our customers across the United States," said Mahesh Thiagarajan, executive vice president for Oracle Cloud Infrastructure, in Monday's statement. Oracle was already having a good day. The stock jumped almost 13% in regular trading as investors snapped up shares of software companies that have been beaten down on AI concerns. Oracle's stock is down 20% for the year even after the rally, though it got another 1.5% bump in extended trading. Bloom has been a major beneficiary of the AI boom as data center developers look for alternative forms of energy to meet surging demand. The company's fuel cells provide on-site power that can be quickly installed because they don't rely on a connection to the electric grid. Shares of Bloom nearly quadrupled in 2025 and were up more than 100% this year as o...
Stocks in Asia were set to advance, tracking Wall Street gains as US President Donald Trump raised hopes for an Iran deal even as a blockade of the Strait of Hormuz took effect. Equity-index futures for Japan, Hong Kong and Australia all climbed. Contracts for US benchmarks were steady after the S&P 500 Index finished up 1%, extending a rally that’s erased its losses triggered by the Iran conflict...
Stocks in Asia were set to advance, tracking Wall Street gains as US President Donald Trump raised hopes for an Iran deal even as a blockade of the Strait of Hormuz took effect. Equity-index futures for Japan, Hong Kong and Australia all climbed. Contracts for US benchmarks were steady after the S&P 500 Index finished up 1%, extending a rally that’s erased its losses triggered by the Iran conflict. Oil opened lower in early trading, after paring earlier gains on Monday. The moves followed Trump’s claim that Iran had reached out to his administration on potential peace talks, as the US began a naval blockade of Hormuz in the war’s seventh week. With Tehran yet to confirm further discussions, investors remained wary of renewed volatility as the risk of escalation lingers. “The oil retracement, in combination with bearish positioning, has fueled the equity rebound,” said JonesTrading Chief Market Strategist Michael O’Rourke . “Overall, investors doubt the veracity of headlines, but they don’t want to be caught on the wrong side of them either.” Since the US and Israel launched the war in late February, the Trump administration has taken repeated steps to contain prices, including coordinating the largest-ever release of global emergency reserves. It has also eased some sanctions on Iranian oil shipments at sea in an effort to curb surges. Still, crude is holding near $100 a barrel on both benchmarks. The blockade marks Trump’s latest attempt to pressure Iran to loosen its grip on the strait, a chokepoint through which about a fifth of global oil and liquefied natural gas flows. Since the US action, at least two tankers appear to have abandoned planned transits after a military deadline to exit Iranian waters passed, underscoring the growing disruption to shipping. Oil prices have pulled back amid speculation that Trump is still eager to extricate himself from the conflict. The blockade may also be designed to pressure Beijing — which buys oil from Iran — into playing a...
MASLD affects one in six people now and is projected to rise because of population growth, obesity and high blood sugar Metabolic liver disease will affect 1.8 billion people worldwide by 2050, driven by rising obesity and blood sugar levels, a study suggests. Metabolic dysfunction-associated steatotic liver disease (MASLD), previously known as non-alcoholic fatty liver disease (NAFLD), is one of ...
MASLD affects one in six people now and is projected to rise because of population growth, obesity and high blood sugar Metabolic liver disease will affect 1.8 billion people worldwide by 2050, driven by rising obesity and blood sugar levels, a study suggests. Metabolic dysfunction-associated steatotic liver disease (MASLD), previously known as non-alcoholic fatty liver disease (NAFLD), is one of the most prevalent and rapidly growing liver conditions globally, according to the research. Continue reading...
Daniel Grizelj/DigitalVision via Getty Images "Consumer prices soared in March, pushed higher by skyrocketing gasoline prices." Consumer price index (Wall Street Journal) This quote is from Konrad Putzier in the Wall Street Journal . Overall inflation, year-over-year, came in at 3.3 percent in March, up from 2.4 percent, year-over-year, in February. "Core" inflation rose 2.6 percent in March, down...
Daniel Grizelj/DigitalVision via Getty Images "Consumer prices soared in March, pushed higher by skyrocketing gasoline prices." Consumer price index (Wall Street Journal) This quote is from Konrad Putzier in the Wall Street Journal . Overall inflation, year-over-year, came in at 3.3 percent in March, up from 2.4 percent, year-over-year, in February. "Core" inflation rose 2.6 percent in March, down from 2.7 percent in February. Energy prices...up 12.5 percent, year-over-year, in March. They were up 0.5 percent in February. Gasoline prices rose 18.9 percent year-over-year. Fuel oil jumped 44.2 percent. Analysts have been saying that inflation is going to return. Well, it looks as if inflation has returned. Or, we all should be looking out for the reality that inflation has returned. The thing is that Trump and his team have "messed around" with so many things, tariffs and all, that there are a lot of places that seem to be showing the outbreak of inflation once again. But the full experience of a return to inflation will only be confirmed with a sustained rise in prices. Mr. Putzier writes that "If energy prices remain high, that could filter through to higher prices for food--fertilizer is made from natural gas--and other goods." Putzier quotes Lindsey Piegza, chief economist at Stifel: "We won't feel the bulk of that for perhaps a month or two." And then there is the question mark about what is going to happen to monetary policy. In the last couple of months, the Federal Reserve has moved back into a stance of quantitative easing. Since early December 2025, the Fed has begun to add securities to its securities held outright. The increase has been pretty aggressive, especially since Trump began his little "battle" with Iran. The "war" began on February 28, 2026, and more purchases followed. This is the result that the President seemed to want . Securities Held Outright (Federal Reserve) It seems that the stock market has gotten with these moves and started to move up...
Uber (NYSE:UBER) primarily connects consumers with independent drivers for everyday ridesharing services, pairs users with local restaurants and grocers for home delivery, and matches global freight carriers with various commercial shippers. The company recently deployed commercial robotaxis in Dubai and acquired multiple retail delivery portfolios across international markets, ultimately reportin...
Uber (NYSE:UBER) primarily connects consumers with independent drivers for everyday ridesharing services, pairs users with local restaurants and grocers for home delivery, and matches global freight carriers with various commercial shippers. The company recently deployed commercial robotaxis in Dubai and acquired multiple retail delivery portfolios across international markets, ultimately reporting a net income margin of about 2% for the quarter ended Dec. 31, 2025. Airbnb (NASDAQ:ABNB) operates a global online marketplace that connects property hosts offering private rooms and entire vacation homes with travelers seeking short-term residential accommodations and local travel experiences. Continue reading
Getty Images Introduction A10 Networks ( ATEN ) will be reporting its Q1 ’26 numbers on April 28, about a year since my last update on the company. I thought I’d go through the numbers on what to expect and what I am looking out for in terms of outlook and key growth drivers. I don’t think there is an appealing reason to buy the company before it reports, as I would need to see a lot more improvem...
Getty Images Introduction A10 Networks ( ATEN ) will be reporting its Q1 ’26 numbers on April 28, about a year since my last update on the company. I thought I’d go through the numbers on what to expect and what I am looking out for in terms of outlook and key growth drivers. I don’t think there is an appealing reason to buy the company before it reports, as I would need to see a lot more improvements in profitability and to see sustained top-line growth. What to Expect Analysts are expecting the company to make around $0.13 and $0.23, in GAAP and Non-GAAP EPS, respectively, on around $72.6 million in revenues. Sequentially, that is around a 10% decline and around a 10% increase y/y. The annual growth rate is mostly in line with all the rest of the quarters over the last year, on average. It would be interesting to see what the management has guided for the upcoming quarter, but unfortunately, the management doesn’t get into specifics and focuses on the full year ahead. For the full year, the management expects the company to see revenue growth between 10%-12%, which, if we look at consensus revenue estimates, is in line, as on average, revenue growth is estimated to be 10.80% for 2026. Gross margins are expected to be in line with historical trends, which is in the range of 80%-82%, while EPS growth is expected to exceed the revenue growth rate, at 12%-14%. If we look back over the last 10 quarters to see how well the company performed against expectations, we can see that analysts are usually too pessimistic. Over the last 10 quarters, ATEN beat revenue estimates 80% of the time and beat EPS 90% of the time. Seeking Alpha It is rather likely that the next quarter will be more of the same. I don’t see anything that would indicate otherwise. The company has been quite consistent in its growth aspects, steadily growing at low double-digits, and in 2026, it is looking to be the same. Is that a bad thing? Not necessarily. A steady top- and bottom-line progression, even...
The Case Against Public-Sector Unions Authored by Aaron White via RealClearPolicy , America’s public-sector unions have a problem they can’t explain away: Workers are leaving. Ask a public employee when they joined their union and most couldn’t tell you. Because they didn’t join. The dues just started coming out of their check. That’s not a membership, and for decades nobody told workers they coul...
The Case Against Public-Sector Unions Authored by Aaron White via RealClearPolicy , America’s public-sector unions have a problem they can’t explain away: Workers are leaving. Ask a public employee when they joined their union and most couldn’t tell you. Because they didn’t join. The dues just started coming out of their check. That’s not a membership, and for decades nobody told workers they could opt out. That changed in 2018, when the U.S. Supreme Court affirmed in Janus v. AFSCME that no government employee can be forced to join or pay dues to a labor union. Hundreds of thousands opted out the moment they found out— the Freedom Foundation alone has helped more than 265,000 workers exercise their First Amendment rights since the ruling was issued. Union leaders don’t talk about that number. For decades, public-sector unions ran on automatic - automatic dues collection, automatic membership, automatic political spending - whether the worker wanted it or not. The National Education Association confiscated $390 million in dues revenue during the most recent fiscal year from nearly 2.9 million members - most of it seized directly from taxpayer-funded paychecks before the workers could even see it. In California alone, public education unions are estimated to collect more than $800 million per year. That money doesn’t come from convincing workers the union is worth it. It comes from a system designed so workers never had to be asked. When the Supreme Court exposed their scheme in Janus , unions had to find other ways to keep the cash spigot open — including literally criminalizing their opposition. Oregon, for example, effectively passed a law last year making it illegal to send public employees a mailer explaining their right to opt out. In theory, the law only bans marketing materials whose sender attempts to deceive the recipient into believing it was sent by their union. But in practice, the legislation is written so broadly that a left-leaning judge could easily ...
Grab (NASDAQ:GRAB), the company behind a super-app for ride-sharing, food delivery, and financial services in Southeast Asia, closed Monday at $3.73, up 1.36%. The stock added to last week’s gains following the launch of new AI products aimed at consumers, businesses, and drivers
Grab (NASDAQ:GRAB), the company behind a super-app for ride-sharing, food delivery, and financial services in Southeast Asia, closed Monday at $3.73, up 1.36%. The stock added to last week’s gains following the launch of new AI products aimed at consumers, businesses, and drivers
Images By Tang Ming Tung/DigitalVision via Getty Images Intro Who would have thought that the traditionally well‑regarded food sector — long seen as a safe haven in turbulent times — would one day offer dividend yields of 12–14%? And these aren’t distressed, edge‑of‑bankruptcy names. Most of these high-yield companies are, broadly speaking, in decent shape. The sector now includes a dozen names yi...
Images By Tang Ming Tung/DigitalVision via Getty Images Intro Who would have thought that the traditionally well‑regarded food sector — long seen as a safe haven in turbulent times — would one day offer dividend yields of 12–14%? And these aren’t distressed, edge‑of‑bankruptcy names. Most of these high-yield companies are, broadly speaking, in decent shape. The sector now includes a dozen names yielding above 5% and five to six yielding more than 7%. At the time of writing, Flowers Foods, Inc. ( FLO ) at 12.3% and B&G Foods ( BGS ) at 14% offer the highest yields in the group. The best explanation for the current situation is that the market simply doesn’t like the food sector right now. Why? First and foremost, GLP‑1 drugs — or, more simply, weight‑loss medications — have changed the consumer's eating habits. Secondly, commodity‑related cost pressures and a weaker consumer have weighed on margins across the industry. And while each company has its own pros and cons in adjusting to this new landscape, the market continues to sell the group off as a whole. In my view, this can be seen as an opportunity: the investor’s task is to identify which companies have a better potential to navigate this challenging environment successfully. It’s clear that not all will do it well, but it’s equally clear that the winners will emerge even stronger. On top of that, this is an ideal moment for financially solid players to acquire weaker competitors and position themselves for greater gains when the cycle eventually turns. A simple rule when looking at food companies is that those with less exposure to carbs and more to proteins tend to be better positioned. Smaller portions and healthier choices are also key themes. When we look at Flowers Foods, it’s clear the company doesn’t fall into the "less affected" category — its core business is bakery products, which are inherently high in carbs. Bread and similar products were already viewed as suboptimal for weight‑conscious consumers ...
Suratsak Noikerdmee/iStock via Getty Images TIC Solutions (NYSE: TIC ) is a company dedicated to three service areas. It offers testing, inspection, and certification; consulting engineering; and geospatial services. The combination of two merged companies, Acuren and NV5, is in the middle of an integration process and in the process of squeezing out cost and sales synergies. TIC Solutions is an a...
Suratsak Noikerdmee/iStock via Getty Images TIC Solutions (NYSE: TIC ) is a company dedicated to three service areas. It offers testing, inspection, and certification; consulting engineering; and geospatial services. The combination of two merged companies, Acuren and NV5, is in the middle of an integration process and in the process of squeezing out cost and sales synergies. TIC Solutions is an asset-light business with a recurring revenue base and attractive end markets. In December 2025, I wrote my first analysis on TIC Solutions with a headline: Upside is visible, but the company needs to prove itself. Since then, the shares have declined over 25% due to mixed results and lowered guidance. Although the company has not yet managed to convince investors, lower valuation, growing backlog, and potential buybacks could offer an attractive entry point. Recent Financial Performance TIC Solutions reported Q4 results on the 12th of March. Markets were likely disappointed with the performance of the Inspection Mitigation segment, which delivered flat revenue growth. The segment represents over half of TIC’s revenue. The former parts of NV5 grew nicely; Consulting Engineering performed well by growing 8%, and Geospatial grew 6%. The adjusted EBITDA margin landed at 14.8%, and adjusted EBITDA was $312 million. TIC Solutions’ net income is heavily in the red. Its cost of revenue and SG&A expenses include $178 million of depreciation and amortization, mainly due to the merger. Business overview. (Q4 presentation) Growing Backlog Gives a Promise of Continued Growth Over the last four months, TIC Solution’s market positioning has become more appealing. The oil and gas industry represents a large share of the company’s revenues. Higher oil prices might encourage the sector to invest, which would be favorable for TIC Solutions. Data center investments are still running hot. In 2025, the revenue from the vertical doubled to $70 million, and the company still has many opportunities...
The Brazilian government has dismissed the head of its labour inspection authority, days after his office added Chinese electric vehicle giant BYD to a registry of employers found to have subjected workers to conditions analogous to slavery. Luiz Felipe Brandao de Mello led the National Secretariat of Labour Inspection since 2023 and his dismissal was published in the official gazette on Monday. H...
The Brazilian government has dismissed the head of its labour inspection authority, days after his office added Chinese electric vehicle giant BYD to a registry of employers found to have subjected workers to conditions analogous to slavery. Luiz Felipe Brandao de Mello led the National Secretariat of Labour Inspection since 2023 and his dismissal was published in the official gazette on Monday. He oversaw the unit responsible for enforcing labour standards nationwide, including the fight...
AlexSecret/iStock via Getty Images Co-authored by Relative Value. Overview This is a short, informative article dedicated to a newly listed fixed-income security. We will turn our attention to the first exchange-traded debt IPO of Ellington Credit Company ( EARN ) - the 8.50% Notes Due 2031 ( ELLA ). As usual for this kind of initial security assessment, we would like to check if the issuing compa...
AlexSecret/iStock via Getty Images Co-authored by Relative Value. Overview This is a short, informative article dedicated to a newly listed fixed-income security. We will turn our attention to the first exchange-traded debt IPO of Ellington Credit Company ( EARN ) - the 8.50% Notes Due 2031 ( ELLA ). As usual for this kind of initial security assessment, we would like to check if the issuing company's financial condition makes us feel safe enough to put money in its debt. After that, we will compare the IPO with securities from similar issuers, so we can assess its investment qualities in a relative value analysis. The New Issue The prospectus contains all relevant information regarding the new baby bond. Here, we will highlight only the metrics that are most important to us and use them in the following analysis. ELLA description (QuantumOnline) ELLA pays 8.50% annual interest in quarterly distributions of $0.53125. Interest on the new baby bond will accrue from and including March 30, 2026, starting with the distributions from June 30, 2026. Ellington Credit's gross proceeds from the new security are $54 million for a total of 2.16 million notes issued with a $25 denomination each. The new debt issue was not scored by any of the three big credit rating agencies on the date of its IPO. It is a mid-term obligation of Ellington Credit Company with a maturity date of March 30, 2031, and is callable on and after March 30, 2028. As the issue is just listed, its price chart looks like this: ELLA price chart (TradingView) Currently, ELLA is priced close to par at $24.97 with a Yield to Maturity of 8.86% calculated by the XIRR function. The tables below show the internal rate of return calculation and how the YTM of the security would change with a price variation around the par value: ELLA YTM calculations (Author's Spreadsheet) In a chart visualization: ELLA YTM(price) dependence (Author's Spreadsheet) Using the same internal rate of return method, the Yield to Call is c...
Gold steadied after two days of losses, with the US and Iran expressing readiness to renew talks to end the war that’s upended global energy supplies. Bullion was near $4,750 an ounce in early trading, having edged lower in the previous two sessions. President Donald Trump said Iranian officials approached his administration with the desire “to work a deal” just hours after the US began a naval bl...
Gold steadied after two days of losses, with the US and Iran expressing readiness to renew talks to end the war that’s upended global energy supplies. Bullion was near $4,750 an ounce in early trading, having edged lower in the previous two sessions. President Donald Trump said Iranian officials approached his administration with the desire “to work a deal” just hours after the US began a naval blockade of the Strait of Hormuz. Iranian President Masoud Pezeshkian said separately that Tehran was prepared to continue peace talks within the framework of international law. Read More: US and Iran Mull Second Meeting in Bid to Revive Ceasefire Talks Oil retreated , while equities rallied on Monday and a gauge of the dollar slipped 0.2%, supporting gold that’s priced in the US currency. The drop in energy prices relieved some of the inflationary concerns that have weighed on bullion since the war began more than six weeks ago, with traders betting that central banks will hold interest rates steady for longer, or even hike them. Spot gold rose 0.2% to $4,747.45 an ounce as of 6:15 a.m. Singapore time. Silver was little changed at $75.63 an ounce. Platinum fell marginally, while palladium rose.
According to an SEC filing dated April 13, 2026, Market Street Wealth Management Advisors increased its position in Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF (NASDAQ:DFGX) by 65,514 shares. The estimated transaction value was $3.47 million, based on the quarterly average share price. At quarter-end, the position's value rose by $3.32 million, reflecting both the purcha...
According to an SEC filing dated April 13, 2026, Market Street Wealth Management Advisors increased its position in Dimensional ETF Trust - Dimensional Global ex US Core Fixed Income ETF (NASDAQ:DFGX) by 65,514 shares. The estimated transaction value was $3.47 million, based on the quarterly average share price. At quarter-end, the position's value rose by $3.32 million, reflecting both the purchase and market price movement. Dimensional Global ex US Core Fixed Income ETF seeks to deliver total return by investing in a diversified portfolio of foreign fixed income securities. Continue reading