Exclusive: Papers to be published on Monday cast doubt on assurances provided by senior Whitehall officials Embarrassing WhatsApps, but no vetting report: what will be in the new release of Mandelson files? A trove of government documents about Peter Mandelson contains no record of any measures taken to mitigate serious security concerns over his appointment as Washington ambassador, the Guardian has learned. Multiple sources who have seen or been briefed on the files, which will be published on Monday, say there is no detail about any steps put in place to deal with flags raised about his associations with senior figures in foreign states. Continue reading...

Iren (NASDAQ: IREN) has rallied by more than 45% year to date, and its recently announced deal with Nvidia (NASDAQ: NVDA) added to the momentum. The GPU leader will support Iren in deploying AI chips for up to 5 gigawatts of its data centers. That sets the stage for substantial revenue growth for Iren. Image source: Getty Images. Iren was already a heavy buyer of Nvidia's processors, but this new strategic partnership gets the chipmaker more involved with Iren's infrastructure. Iren will be able to align its AI data centers with Nvidia's DSX design, and get those data centers up and running sooner. Continue reading

Key PointsSpaceX aims to raise $75 billion at a valuation of at least $1.75 trillion, according to reports.

Brandes Investment Partners reduced its stake in Kennametal (NYSE:KMT) by 4,965,772 shares in the first quarter, an estimated $180.99 million trade based on quarterly average pricing, according to a May 15, 2026, SEC filing. According to an SEC filing dated May 15, 2026, Brandes Investment Partners, LP sold 4,965,772 shares of Kennametal in the first quarter. The estimated transaction value is $180.99 million, calculated using the average closing price for the quarter. Following the sale, the fund’s position in Kennametal stood at 5,265,280 shares, with a quarter-end value of $190.23 million. The position’s value fell by $100.43 million over the quarter, reflecting both share sales and price changes. Kennametal is a global manufacturer specializing in advanced materials and tooling solutions, with a focus on high-performance applications in demanding industrial environments. The company's strategy centers on product innovation, material science expertise, and a diversified customer base across multiple sectors. Kennametal's competitive advantage stems from its broad product portfolio, established brands, and technical support capabilities, enabling it to address complex engineering challenges for industrial clients worldwide. Continue reading

Biotech companies have always licensed programs, but never so many from one region in particular.

Key PointsIt's normal for biotechs to buy intellectual property.

Key PointsPausing your benefits allows your checks to grow, sometimes considerably.

Pla2na/iStock via Getty Images Mike Larson: Where are U.S.-China relations heading, and what can an investor do about it? It's a question being debated from Washington to New York to Beijing, and everywhere in between. The answers will have particularly significant impacts on one sector in particular: technology. From AI to robotics, EVs to semiconductors, the U.S. and China are battling it out for dominance. And how that struggle unfolds will impact the future for a wide swath of firms in Silicon Valley, America's heartland, and across the Pacific. Joining me to share her boots-on-the-ground insights is a longtime specialist in the Asia Pacific region. In her multi-decade career as a journalist and author, she's covered key developments and spoken to a wide range of tech leaders both in the U.S. and China, not to mention had a front-row seat as the relationship evolved to what it is today. Her name is Rebecca Fannin, author of The New Tech Titans of China, and founder of Silicon Dragon Ventures. Also a writer for CNBC, she's making her first appearance on the MoneyShow MoneyMasters Podcast. Rebecca, thanks for joining me. But since I haven't had you on the podcast before, I want to start with just a brief introduction. Tell me a little bit about your background, so somebody watching this or listening, who may not be familiar with your work, gets an idea from where your background is. Rebecca Fannin: Oh, of course. I've always been a journalist, and then I became a book editor and author. And I've written five books, three of them on China - Tech Titans of China, The New Tech Titans of China, and my first book, Silicon Dragon. Most people know me as Silicon Dragon. They don't even know my name. They just remember Silicon Dragon because I built out Silicon Dragon Media with events and news about China Tech and Silicon Valley. So, yeah, it's been an interesting journey - more than 110 times to China, traveled all over China for many years. I'm originally from Ohio. I ...

Vingegaard secures first part of coveted Grand Tour double Dane finishes Rome finale to end Tour with five stage wins Jonas Vingegaard completed his Giro d’Italia triumph on Sunday, securing the first part of a coveted Grand Tour double in a procession finale around Rome won by home hero Jonathan Milan. Dane Vingegaard rolled into the Italian capital needing just to complete the flat final stage to claim overall victory and the triple crown of road cycling’s three-week showpieces. Continue reading...

While ServiceNow has lagged behind the technology sector over the past year, Wall Street analysts maintain a bullish outlook on the stock’s prospects.

South Dakota Investment Council disclosed a sale of 801,900 Bristow Group (NYSE:VTOL) shares in its May 18, 2026, SEC filing, with estimated trade value at $35.24 million based on average quarterly pricing. According to a Securities and Exchange Commission (SEC) filing dated May 18, 2026, South Dakota Investment Council reduced its holding in Bristow Group (NYSE:VTOL) by 801,900 shares. The estimated value of the shares sold was $35.24 million, calculated using the average closing price for the first quarter of 2026. The fund’s quarter-end position value decreased by $9.18 million, reflecting both share sales and price changes. Bristow Group Inc. is a leading provider of aviation services to the global offshore energy sector, with a significant fleet and a presence across multiple continents. The company leverages its operational scale and expertise to deliver reliable, safety-focused transportation and support solutions for complex, mission-critical environments. Its diversified service offerings and established client relationships underpin its competitive position within the oil and gas equipment and services industry. Continue reading

Meta Has a Plan to Monetize Its AI Investments. Its Underperforming Stock Needs It Badly. Barchart.com

Meta Platforms is rolling out subscriptions for its family of apps as well as AI services. The subscriptions could drive its long-term growth and help the company monetize its AI capex.

Zscaler (NASDAQ: ZS) is one of the world's leading cybersecurity companies. Its zero-trust architecture was designed to protect businesses from the most serious cyber threats, including those powered by advanced technologies like artificial intelligence (AI). The company released its operating results for its fiscal 2026 third quarter (ended April 30) after the market closed on Tuesday, May 26, and despite a relatively strong report, its stock plummeted by 31% the next day. The company announced that two senior members of its sales department had left, so management subsequently issued very conservative revenue guidance for fiscal 2027. Zscaler stock is now down 42% in 2026, but could this be a long-term buying opportunity for investors? Continue reading

America's LNG Boom Is Real - But China Is Planning Beyond It Authored by Cyril Widdershoven via OilPrice.com , The Iran war and Hormuz disruption have turbocharged U.S. LNG exports, giving Washington a major short-term energy dominance boost as Asia and Europe scramble for alternative supply. China, however, enters the crisis from a position of greater energy resilience after years of investment in domestic production. The U.S. still has a major long-term opportunity, but sustaining dominance will require turning crisis-driven demand into lasting partnerships. The Iran war has handed the United States a rare opportunity: a new dawn of energy dominance in an increasingly fractured world. With coordinated US-Israeli strikes disrupting the Strait of Hormuz from late February, roughly 20% of global LNG supply has been stripped from the market since early March. Prices have surged across Asia and Europe. And into that vacuum, American gas has flowed. The numbers speak for themselves. US LNG exports to Asia jumped sharply in April, with nearly a quarter of all American cargoes heading to a region that simply cannot afford to go dark. Deals are being signed, pipelines planned, and $100 billion in private investment is pouring into liquefaction plants and terminals, putting the US on a trajectory toward 220 MTPA of export capacity within five years. The administration's energy dominance agenda, backed by promises to streamline permitting, has given producers a powerful political tailwind and reassured global buyers seeking reliability. Washington's case for American LNG has never been easier to make. But dominance built on a crisis is not the same as dominance built on trust. And there is a competitor watching this moment very carefully. China entered this crisis in a structurally different position. Two decades of sustained investment in domestic energy production, spanning generation, storage, and distribution, have left Beijing considerably less exposed to the supply sho...

Economic releases this week will spotlight employment—in both the JOLTS and the jobs report—and business purchasing activity. Palo Alto, Dollar General, and Lululemon will close out this earnings season.

格隆汇6月1日｜据总部位于伦敦的伊朗国际电视台援引一位知情人士透露，伊朗总统佩泽希齐扬已通过正式信函向最高领袖办公室提交辞职请求。消息人士称，佩泽希齐扬在周日发出的信中强调，总统和政府实际上已被排除在国家重大和关键的决策过程之外，这种情况造成的权力真空使得伊朗伊斯兰革命卫队内部的强硬派系得以控制局势。佩泽希齐扬补充说，在这种情况下，他无法管理政府并履行其法律职责，因此他已要求立即辞职。

Mathieu Lewis-Rolland/Getty Images News Graphic Packaging Holding ( GPK ) is unlikely to see a significant benefit from this week's deadly accident at Nippon Paper's ( NIJPF ) Longview, Washington mill, according to UBS analyst Anojja Shah, who said the disruption is expected to have only limited effects on North American paperboard markets. The accident, which involved the implosion of a chemical tank at Nippon's Dynawave mill, has raised questions among investors about whether the loss of production could tighten supplies of solid bleached sulfate, or SBS, paperboard used in packaging applications. However, UBS said most of the mill's output was destined for Nippon's own downstream operations in Japan, limiting the impact on U.S. markets. "We view this as a localized disruption with limited broader market implications," Shah wrote in a research note on Thursday. Oversupplied market limits pricing impact UBS said the broader SBS market remains oversupplied despite the outage. U.S. SBS capacity totals roughly 5.5 million tons annually, while first-quarter operating rates were only 76%, reflecting weak demand and excess supply. The market also continues to absorb additional capacity from Sappi's Somerset, Maine conversion project, which began operations in mid-2025 and is expected to reach approximately 85% utilization by the end of 2026. As a result, UBS sees little chance that the Nippon outage will meaningfully tighten market conditions or trigger a structural shift in supply-demand dynamics. The firm noted that Nippon has alternative sources of supply, including domestic producers and international facilities such as Stora Enso's Oulu mill in Finland and new folding boxboard capacity being developed in Indonesia. Limited direct implications for Graphic Packaging Graphic Packaging ( GPK ) does not produce liquid packaging board, the specialty grade manufactured at the Longview facility. UBS said Clearwater Paper appears best positioned among U.S. producers to pote...

A couple of years ago, I hit it big at the ponies in an obscure northern track. I met one of the executives there. We took some swell pictures and we now exchange holiday greetings. Out of character, I received a text from him this week. He wants to buy some SpaceX no matter what. Not that long after, a guard near the New York Stock Exchange stopped me. He said he wanted to know how much SpaceX he should buy. Then my colleague in the gardening business was puzzled over the notion of what might be worth sacrificing to make room. Microsoft ? Salesforce ? Logical choices, save for the big Friday manipulation in those stocks that was so enjoyable for those of us with these positions. Let's step back for a second, though. There's not one, but three expected deals that will define 2026 and maybe even 2027. Although, after the rapid-fire fundraise by Anthropic — a near triple from February, not easy when your prior valuation was already north of $300 billion — things seem pretty shot-gunned. Elon Musk's SpaceX is in pole position and is supposed to debut within two weeks. ChatGPT creator OpenAI may be next simply because it needs the money. It smells like more than a trillion-dollar valuation, given it can't afford to have a down round and secured a $852 billion post-money valuation in March. That could be a tall order given its heavy losses and erratic leadership. Anthropic is buttoned up and profitable. If it's the third to go public, it might be worth waiting, if only because A) it can afford to wait and B) the money from the track exec, Wall Street guard and the handyman gardener may be spent and there's no more to come. To be sure, only SpaceX has officially released its initial public offering prospectus known as an S-1. CNBC has reported OpenAI is working on a confidential filing , while others suggest Anthropic could come public as soon as the fourth quarter. With those caveats established, let's dig into these to see if we can make sense of what will happen here. ...

For the first time in 22 years, Arsenal are the Premier League champions - and the players, staff and fans got to celebrate on Sunday with an incredible bus parade through the streets of north London.

The answer increasingly lies not in export volume alone, but in supply chain integration, local collaboration, sustainability standards and long-term strategic value.

Tech bellwethers and rising retail check in this week with fresh financials.

SpaceX is set to make history in just a couple of weeks when it makes its public market debut. The company is looking to raise $75 billion, putting the company's valuation at $1.75 billion, according to reports. That would make it the largest public offering in history. With all the excitement around the company, it wouldn't be a surprise to see the space stock rocket higher even before it opens for trading. A first-day IPO pop isn't uncommon, as underwriters aim to support their valuation and ensure a successful debut. While SpaceX founder Elon Musk plans to set aside a large chunk of shares for retail investors at the IPO price, many more will likely be looking to get into the stock once it starts trading. And history suggests it's often much riskier to buy shares on the first day of trading. Image source: Getty Images. Continue reading

Key PointsBroadcom, CrowdStrike, and Five Below report quarterly results after Wednesday's market close.

Diy13/iStock Editorial via Getty Images Sky UK is ending its joint venture with UAE-based International Media Investments, giving its longtime partner full ownership of Sky News Arabia amid scrutiny of the channel's coverage of Sudan's civil war. Under the agreement announced Sunday, IMI will take complete strategic and operational control of Sky News Arabia. Sky will retain a connection to the network through a long-term brand licensing arrangement. IMI said the move reflects the network's evolution into a major regional media organization and positions it for further expansion and innovation. The decision follows reports earlier this year that Sky was considering exiting the partnership amid concerns about Sky News Arabia's reporting on the conflict in Sudan. The war has drawn international attention, with the United Arab Emirates and Iran accused of backing rival sides in the fighting. At the time, IMI said discussions between the partners were driven by commercial considerations rather than editorial issues. IMI is controlled by Sheikh Mansour bin Zayed al-Nahyan, the UAE's vice president and owner of Manchester City Football Club. The company operates media businesses in 15 countries and owns or holds stakes in outlets including The National, Al Ain News, CNN Business Arabic and Euronews, in addition to Sky News Arabia. More news and analysis Nomura Wealth Builder Fund Q1 2026 Commentary StyleBox Update: The One Surprise Is Small Cap Growth And Value Starting To Roll Riley Exploration Permian: An Extremely Profitable Conventional Opportunity China factory growth stalls as export orders weaken, cost pressures persist A24’s ‘Backrooms’ opens to $81M, leads box office surge

You decided to apply for Social Security as soon as you turned 62. While you're happy to have the monthly checks coming in, you're less thrilled about having shrunk your benefit by up to 30% by applying early. It can feel like there's nothing you can do to change that, but that might not be the case. There are actually four ways to increase your benefits after you've signed up, although they all have some pretty big caveats. Image source: Getty Images. Continue reading

The income target is straightforward: $12,500 a month equals $150,000 a year, and the portfolio doing the work is $2.8 million. Dividing the income by the capital gives the math the whole article has to solve: a blended yield of roughly 5.4%. That number falls in the middle of the income-investing spectrum, which is why ... How to Build $12,500 a Month in Dividend Income From a $2.8 Million Portfolio Without Touching the Aggressive Tier

Trump suggests holding a "Make America Great Again" rally instead after most headliners drop out of White-House-linked event.