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Federal Reserve Vice Chair for Supervision Michelle Bowman said, “I would like to have more clarity on the economic impacts from the conflict in the Middle East and the durability of those effects,” and thinks it’s too soon to judge the inflationary impact from the Iran war. Bowman said Friday at a central banking conference in Iceland that that policymakers need to look through temporary price sh...
Federal Reserve Vice Chair for Supervision Michelle Bowman said, “I would like to have more clarity on the economic impacts from the conflict in the Middle East and the durability of those effects,” and thinks it’s too soon to judge the inflationary impact from the Iran war. Bowman said Friday at a central banking conference in Iceland that that policymakers need to look through temporary price shocks. (Source: Bloomberg)
While much attention is paid towards China’s financial and military rivalry with the US, it’s easy to overlook how China is viewed by the rest of the Pacific Rim. China’s many centuries of emigration has led to a significant Chinese expat and intermarriage regional population. However, Chinese hegemony and wealth has become a major source ... Singapore Launches a US Dollar Silver Futures Contract ...
While much attention is paid towards China’s financial and military rivalry with the US, it’s easy to overlook how China is viewed by the rest of the Pacific Rim. China’s many centuries of emigration has led to a significant Chinese expat and intermarriage regional population. However, Chinese hegemony and wealth has become a major source ... Singapore Launches a US Dollar Silver Futures Contract This Month To Add To COMEX Woes and Reduce Artificial Pricing
In this article S Follow your favorite stocks CREATE FREE ACCOUNT This photograph shows the logo of the logo of SentinelOne during the 18th edition of the "InCyber" Forum, an international cyber security event, at the Grand Palais in Lille, northern France on April 1, 2026. Sameer Al-doumy | Afp | Getty Images SentinelOne shares sank 12% as the cybersecurity company laid off 8% of its full-time wo...
In this article S Follow your favorite stocks CREATE FREE ACCOUNT This photograph shows the logo of the logo of SentinelOne during the 18th edition of the "InCyber" Forum, an international cyber security event, at the Grand Palais in Lille, northern France on April 1, 2026. Sameer Al-doumy | Afp | Getty Images SentinelOne shares sank 12% as the cybersecurity company laid off 8% of its full-time workforce to focus on artificial intelligence and data investments. "This is not a reactive measure, it is a deliberate evolution to reduce complexity, raise the performance bar, and build a leaner, more agile SentinelOne," CEO Tomer Weingarten told analysts on the earnings call Thursday. Over the last few months, he said SentinelOne has restructured its teams and already seen "meaningful productivity" gains from ramped AI use. In a securities filing , the company said it expects a one-time $25 million charge tied to the layoffs. The company had over 3,000 employees at the end of April. Tech companies are increasingly slashing headcount as AI forces businesses to reallocate resources to keep pace with innovation. New AI tools are also allowing businesses to automate workloads. Earlier this week, Israel-based web developer Wix slashed a fifth of its workforce due to AI and the strength of the Israeli shekel. Cisco downsized its headcount by nearly 5% earlier this month and Block roughly halved its workforce in February. Software firm Atlassian cut about 1,600 jobs in March. SentinelOne's workforce cuts also came alongside lackluster guidance for the current quarter and full year. The company said it anticipates between $289 million and $291 million in revenue, versus the $292 million expected by LSEG analysts. SentinelOne reiterated its full-year outlook, expecting revenue between $1.195 billion and $1.205 billion. That came up short of a $1.21 billion forecast. watch now VIDEO 2:26 02:26 Concerns about AI disruption in cybersecurity may have been overdone, says Bartlett's Hol...
US Market News 3 months ago HPE Reports Fiscal 2026 First Quarter ResultsMarch 9, 2026 4:05 PM Business Wire Strong Networking Q1 results and increased profitability in Cloud & AI drive higher fiscal 2026 outlook HPE (NYSE: HPE) today announced financial results for the first quarter ended January 31, 2026. “HPE delivered a strong first quarter, outperforming in our networking business and posting...
US Market News 3 months ago HPE Reports Fiscal 2026 First Quarter ResultsMarch 9, 2026 4:05 PM Business Wire Strong Networking Q1 results and increased profitability in Cloud & AI drive higher fiscal 2026 outlook HPE (NYSE: HPE) today announced financial results for the first quarter ended January 31, 2026. “HPE delivered a strong first quarter, outperforming in our networking business and posting one of our most profitable quarters on record,” said Antonio Neri, president and CEO of HPE. “Our Q1 results reflect our newly combined networking innovation, and effective operational discipline in a dynamic commodity supply environment. Demand for our products and solutions was strong, with orders increasing double digits year over year across all segments.” “We successfully delivered on our commitments in the quarter, and exceeded our expectations for profitability and cash flow measures,” said Marie Myers, executive vice president and CFO of HPE. “Strong demand, prudent cost management, and faster-than-planned Juniper and Catalyst synergies contributed to our performance and underscore our confidence that we will drive profitable, sustainable growth while transforming the way we operate.” First Quarter Fiscal 2026 Financial Results Revenue: $9.3 billion, up 18% from the prior-year period Gross margins: GAAP of 35.9%, up 670 basis points from the prior-year period and up 240 basis points sequentially Non-GAAP(1) of 36.6%, up 720 basis points from the prior-year period and up 20 basis points sequentially Diluted net earnings per share (“EPS”): GAAP of $0.31, down $0.13 from the prior-year period and above our outlook range of $0.09 and $0.13 Non-GAAP(1) of $0.65, up $0.16 from the prior-year period and above our outlook range of $0.57 - $0.61 Cash flow from operations: $1.2 billion, an increase of $1.6 billion from the prior-year period Free cash flow (“FCF”)(1)(2): $0.7 billion, an increase of $1.6 billion from the prior-year period Capital returns to common shareholder...
Gary Yeowell Gaming win on the Las Vegas Strip rose 6.6% in April to $689.5M on a year-over-year comparison to mark the third consecutive month of positive growth. Statewide gaming win was up 5.3% year-over-year in April to $1.30B. Downtown Las Vegas casinos saw gaming win dip 0.6% during the month to $83.4M. Meanwhile, Reno casinos reported gaming win increased 11.8% during the month to $72.3M. A...
Gary Yeowell Gaming win on the Las Vegas Strip rose 6.6% in April to $689.5M on a year-over-year comparison to mark the third consecutive month of positive growth. Statewide gaming win was up 5.3% year-over-year in April to $1.30B. Downtown Las Vegas casinos saw gaming win dip 0.6% during the month to $83.4M. Meanwhile, Reno casinos reported gaming win increased 11.8% during the month to $72.3M. Across the state, gaming win was up 4.1% for the slot machine business on a win percentage of 6.9%. Table/counter/card games gaming win rose 8.3% on a win percentage of 14.2%. Baccarat gaming win was up 20% during the month to help offset a 17.8% decline in roulette gaming win. Sportsbooks saw a 2.6% increase in gaming win to $43.7M. The biggest April tourism and casino drivers in Las Vegas during the month were WrestleMania 42 at Allegiant Stadium, the NAB Show convention, the NCAA Frozen Four and other sports at T-Mobile, plus a dense slate of residencies and Sphere concerts that filled out weekends and supported gaming volume on the Strip. On a fiscal year-to-date basis (July 2025-April 2026), Nevada gaming win is up 2.3%, despite an event calendar seen as favorable for conventions and tourism. Sector watch : Caesars Entertainment ( CZR ), MGM Resorts ( MGM ), Boyd Gaming ( BYD ), Wynn Resorts ( WYNN ), Full House Resorts ( FLL ), Bally's Corporation ( BALY ), VICI Properties ( VICI ), Sportradar ( SRAD ), Genius Sports ( GENI ), Gaming & Leisure Properties ( GLPI ), and Red Rock Resorts ( RRR ). More on the casino sector Caesars: Acquisition Implications And Antitrust Review Caesars Entertainment: Fertitta's Buyout Is Fair But Unrewarding MGM Resorts: Finally, Las Vegas Tourism Is Stabilizing The Caesars deal may be too rich to attract another bidder Caesars agrees to buyout as analysts eye scope for higher bid, more M&A
Welcome back to FOIA Files! Remember when President Barack Obama wore a tan suit to a 2014 White House press briefing on terrorism — and sparked widespread derision from the media and Republican lawmakers? President Donald Trump’s proposal to paint the historic Eisenhower Executive Office Building gleaming white has drawn a similar reaction from preservationists and architects, though this time th...
Welcome back to FOIA Files! Remember when President Barack Obama wore a tan suit to a 2014 White House press briefing on terrorism — and sparked widespread derision from the media and Republican lawmakers? President Donald Trump’s proposal to paint the historic Eisenhower Executive Office Building gleaming white has drawn a similar reaction from preservationists and architects, though this time there could be consequences beyond a sartorial faux pas. To find out what the fuss was all about, I filed a Freedom of Information Act request with the National Capital Planning Commission, the federal agency that approves construction projects in Washington. Last week, NCPC sent me more than 100 pages of emails and other documents … two weeks after I filed my request! If you’re not already getting FOIA Files in your inbox, sign up here. The Eisenhower building sits right next to the White House and is occupied by Vice President JD Vance and his staff, Trump’s advisors, the National Security Council and the Office of Management and Budget. The National Archives and Records Administration said the dingy gray, French Second Empire-style building was inspired by the 19th-century redesign of Paris. Nearly 900 granite columns line and support the building’s exterior facade. Last August, Trump floated the idea of a makeover to the Eisenhower building. He posted on Truth Social renderings of what the facade would have looked like with white stone. Later that month, Trump described the Eisenhower building as “one of the most beautiful buildings anywhere in Washington but you have to get past the color because the stone they used was a really bad color.” Days later, Trump issued an executive order : Make Federal Architecture Beautiful Again. And in November, Trump said during a Fox News interview that he intended to have the building cleaned and repointed, and painted white. Preservationists immediately filed a lawsuit to stop the plan. “Painting a historic building whose masonry has ...
Most tech-investing conversations happen at a sprint pace. What did the quarter look like? What's the next catalyst? What's the stock doing this week? I get it -- that's the game a lot of people are playing. But when I think about what I'd actually put in an account for my kids and ignore until they're adults, the frame shifts completely. You stop looking for what's hot and start looking for what'...
Most tech-investing conversations happen at a sprint pace. What did the quarter look like? What's the next catalyst? What's the stock doing this week? I get it -- that's the game a lot of people are playing. But when I think about what I'd actually put in an account for my kids and ignore until they're adults, the frame shifts completely. You stop looking for what's hot and start looking for what's necessary. That's what brought me to Bentley Systems (NASDAQ: BSY) . Bentley makes engineering software for infrastructure like bridges, highways, rail systems, water treatment plants, electrical grids, and tunnels. The engineers who design the world's roads and pipelines use Bentley's tools the way writers use word processors: It's the environment where the work actually happens. These aren't subscriptions just because projects are built on Bentley software and then managed on it for decades after completion, but also because the underlying data -- the digital model of the asset -- lives inside the platform. Continue reading
Sign up now! Sign up now! Sign up now? Sign up now! Here we are in the dog days of May, with the European club football season playing out a slow, sultry finale as the Geopolitics World Cup bangs ever louder on the door. Legendary managers and beloved players have made tearful farewells , shiny pots handed out , spies spotted in slapstick circumstances. But wait! The big closing number is still to...
Sign up now! Sign up now! Sign up now? Sign up now! Here we are in the dog days of May, with the European club football season playing out a slow, sultry finale as the Geopolitics World Cup bangs ever louder on the door. Legendary managers and beloved players have made tearful farewells , shiny pots handed out , spies spotted in slapstick circumstances. But wait! The big closing number is still to come. Paris Saint-Germain. The Arsenal. Budapest. Saturday, er, 5pm BST. It’s Bigger Cup Final! Was the repeat reference to Phil Taverner’s punishment ( Thursday’s letters ) a rare slip on Football Daily Ed’s part, or was his original offence deemed so heinous that he’s to be named and shamed on a daily basis for the foreseeable? Just asking for a friend” – Phil Taverner. Donyell Malen played 46 times for Aston Villa and scored just seven goals, then scored 14 times in 18 games for Roma to finish as second-top scorer in Serie A this season after arriving in January. This might explain how Scott McTominay won Serie A player of the season, and why Italy failed to qualify for their third World Cup in a row” – Noble Francis. Re: George Smith’s letter. Not only is the $100+ fee for a train ride to the MetLife Stadium gouging, it is virtually mandatory. There is no pedestrian access during GWC, and the Meadowlands area has swamps that are foul with toxic waste” – Steve Hibbert [ Big Website gave it a go – Football Daily Ed]. Continue reading...
Since Arsenal won the Premier League for the first time in 22 years this month, the visibility of the club’s shirts has soared, with celebrities including Romeo Beckham and the singer Mahalia wearing them. One particularly notable fan moment occurred when Zohran Mamdani, the mayor of New York, wore a kurta made out of the team’s 2025-26 away kits to attend Eid al-Adha prayers in the Bronx. Mamdani...
Since Arsenal won the Premier League for the first time in 22 years this month, the visibility of the club’s shirts has soared, with celebrities including Romeo Beckham and the singer Mahalia wearing them. One particularly notable fan moment occurred when Zohran Mamdani, the mayor of New York, wore a kurta made out of the team’s 2025-26 away kits to attend Eid al-Adha prayers in the Bronx. Mamdani is a vocal Arsenal fan who wore a club scarf at a recent press conference and received a message of congratulation from Ian Wright when he became mayor. Images of him wearing the kurta have been widely shared and, predictably, given that the garment combines football fandom and faith, the response has been divisive. In comments under a post by Diet Paratha – an Instagram account focused on South Asian culture and fashion – one commentator wrote: “Bro noooo how’s my Eid fit supposed to compete with this?” On a post by the fashion brand Highsnobiety, someone commented: “When I thought I couldn’t hate this guy any more”, while on one by Versus, a football style platform, another wrote: “Even this Chelsea fan knows how cold this is.” The kurta is a long shirt or tunic originating south Asia, and Mamdani’s bespoke version was supplied by Jason Andrew. Andrew is one of the founders of Brooklyn Invincibles, the Arsenal supporters club in Fort Greene, New York, where celebrities including Spike Lee, Jason Sudeikis, Sol Campbell and Mamdani watch games. View image in fullscreen Mamdani’s kurta ‘brought faith, culture and football together in one image’, said Faris Gohir from Arsenal Muslim Gooners. Photograph: Katie Godowski/MediaPunch/Shutterstock Andrew had just five days to make the item – a deadline exacerbated by a shortage of shirts after the title win. “It’s going to be sold out because every fan who was on the fence about buying one this season is going to grab a piece of memorabilia,” he said. Having sourced the shirts through his connections, Andrew then dispatched them t...
Palantir Technologies (a Mango Growth ETF (GARY) holding) has spent the past few months coiling in a rangebound trade between $130 and $160. While high-beta investor "love" has pushed other names ( DELL , SNOW , MU , INTC ) and the broader software landscape is still recovering from the "software apocalypse," Palantir has quietly been consolidating. I want to own PLTR because I believe that this r...
Palantir Technologies (a Mango Growth ETF (GARY) holding) has spent the past few months coiling in a rangebound trade between $130 and $160. While high-beta investor "love" has pushed other names ( DELL , SNOW , MU , INTC ) and the broader software landscape is still recovering from the "software apocalypse," Palantir has quietly been consolidating. I want to own PLTR because I believe that this range-bound consolidation is not a sign of exhaustion, it is signaling a classic technical coiled spring. PLTR YTD bar PLTR year to date As the S & P 500 pushed to its 21st new all-time high of 2026 this morning, risk appetite is structurally shifted back towards free-cash-flow-positive enterprise platforms. Palantir has built a fortress in institutional AI deployment, and I want to use options to capture the imminent breakout to the upside. There are various fundamental and structural catalysts why Palantir is poised to vault $160 and run to retest the all-time high of $207.52: Commercial flywheel: Palantir's Artificial Intelligence Platform (AIP) is running a masterclass in enterprise monetization. Their "bootcamp" go-to-market strategy where they compress the typical corporate software sales cycle from nine months down to less than five days is accelerating. Margin expansion: Unlike the growth-at-all-cost software names that were indiscriminately sold off earlier this year, Palantir is an absolute free-cash-flow machine. The business operates with gross margins hovering near 80% and operates with a highly disciplined, efficient expense structure. Defense spend: The recent federal intervention under the CHIPS Act (allocating over $2 billion to domestic deep-tech supply chains) has sent a clear signal to the market: sovereign computing infrastructure is a national security priority. We saw how this served as a massive breakout catalyst for names like $IBM and $Intel (both Essential 40 ETF $ESN companies), and Palantir is uniquely positioned to potentially capture the next l...
BlackRock Inc. is trimming its bet on stocks across its $220 billion model-portfolio business as US equities surge to record highs following a strong earnings season . The world’s largest asset manager cut its overweight position in equities from 3% to 1%, according to an investment outlook viewed by Bloomberg. The shift triggered billions of dollars of flows between BlackRock’s exchange-traded fu...
BlackRock Inc. is trimming its bet on stocks across its $220 billion model-portfolio business as US equities surge to record highs following a strong earnings season . The world’s largest asset manager cut its overweight position in equities from 3% to 1%, according to an investment outlook viewed by Bloomberg. The shift triggered billions of dollars of flows between BlackRock’s exchange-traded funds on Thursday, data compiled by Bloomberg showed. The move follows a “generational earnings season” for US companies, wrote Michael Gates , lead portfolio manager for BlackRock’s Target Allocation ETF model portfolio suite. The strong results, booming productivity and a stable economy has pushed the S&P 500 to records highs in recent weeks, offsetting the impact of the war with Iran and growing doubts that the Federal Reserve will lower interest rates this year, he said. But it’s becoming harder to expect over performance from equities, he cautioned. The markets have already priced the positive indicators, and “we see a narrower path ahead to avoiding potential risks,” he said. Gates said the firm remains confident in equities, and will maintain positions that bet on growing corporate profits, artificial intelligence and government spending. Model portfolios, which package together funds into ready-made strategies to be sold to financial advisers, have soared in popularity in recent years. Bloomberg Intelligence estimates that $3 trillion sits in model portfolios, roughly 22% of all ETF assets. BlackRock controls more than $220 billion in these models, up from $150 billion last year. As a result of this week’s adjustment, more than $12 billion flowed into the iShares Core S&P 500 ETF (ticker IVV ) in the latest session, Bloomberg data show. Meanwhile, a record haul flooded into the iShares International Country Rotation Active ETF ( CORO ) to capture regions that are the most advanced in adopting AI, according to the outlook. Those inflows came at the expense of factor-fo...
Walmart (NYSE: WMT) announced on May 28 that it is expanding its 30-minute-or-less delivery service, now available across 33 cities in the United States. The announcement came just two weeks after competitor Amazon said it was expanding its own 30-minute delivery services to dozens more cities, with plans to extend further by the end of the year. Tracy Poulliot, chief eCommerce officer for Walmart...
Walmart (NYSE: WMT) announced on May 28 that it is expanding its 30-minute-or-less delivery service, now available across 33 cities in the United States. The announcement came just two weeks after competitor Amazon said it was expanding its own 30-minute delivery services to dozens more cities, with plans to extend further by the end of the year. Tracy Poulliot, chief eCommerce officer for Walmart U.S., said in a press release: “Customers are looking for faster, easier ways to get what they need in the moments that matter.” Poulliot added: “We’ve been delivering orders in 30 minutes or less for more than a year, and today 26% of our Express Deliveries are already arriving in that timeframe.” Walmart said the expanded service builds on its long-term convenience strategy and broader Express Delivery offering, as customer demand grows for more immediate and frictionless shopping experiences. Customers can shop from more than 100,000 eligible items, including groceries, pantry staples, baby essentials, cold and flu medicine, household supplies, pet food, electronics and prescription delivery. During the first quarter of the year, Walmart said it completed millions of deliveries in 30 minutes or less, reaching more than 19,000 zip codes across the country. Walmart noted a trend in “need it now” items across categories, citing examples such as batteries, party supplies, dog food and last-minute meal solutions as drivers of faster delivery demand. Neil Saunders, a retail analyst at GlobalData, told USA TODAY that fast delivery has become a critical battleground, saying “retailers not offering the service lose out on urgent missions and also run the risk of pushing customers to other platforms for other purchases.” Saunders added: “Walmart and Amazon are both duking it out on ecommerce, and each is keen not to let the other get the upper hand.” The 30-minute-or-less service is currently available in Atlanta, Austin, Chicago, Dallas, Denver, Houston, Oklahoma City, St. Louis...
Raydium’s RAY (CRYPTO: $RAY ) token has landed on Robinhood (NASDAQ: $HOOD ) and Revolut after the Solana (CRYPTO: $SOL ) based decentralized exchange crossed $1 trillion in cumulative trading volume, giving one of Solana’s largest DeFi assets a wider path into mainstream retail finance. The back-to-back listings put RAY inside two regulated consumer platforms spanning the United States, the Unite...
Raydium’s RAY (CRYPTO: $RAY ) token has landed on Robinhood (NASDAQ: $HOOD ) and Revolut after the Solana (CRYPTO: $SOL ) based decentralized exchange crossed $1 trillion in cumulative trading volume, giving one of Solana’s largest DeFi assets a wider path into mainstream retail finance. The back-to-back listings put RAY inside two regulated consumer platforms spanning the United States, the United Kingdom and the European Union. Robinhood reports roughly 25 million funded accounts, while Revolut has more than 50 million users globally. Raydium said RAY is the first token from a Solana-based decentralized exchange to be available on both apps. The listing milestone follows a year of stronger on-chain activity for Raydium, which has become the highest-volume decentralized exchange on Solana across recent measurement periods. The protocol said it has now processed more than $1 trillion in on-chain trading volume and generated $370 million in lifetime protocol revenue. Raydium is also trying to position that liquidity beyond standard token trading. Tokenized equity volume on the protocol crossed $1 billion this month, with U.S.-listed stocks including Tesla (NASDAQ: $TSLA ) and Nvidia (NASDAQ: $NVDA ) routing through Raydium liquidity pools through xStocks and related issuer partnerships. The protocol also supports tokenized real-world asset activity tied to Figure’s PRIME consortium and stablecoin pools including Circle’s USDC (CRYPTO: $USDC ) and PayPal USD (CRYPTO: $PYUSD ). Chief marketing officer Ben Ungvari said “there is currently no other DeFi token on both Robinhood and Revolut,” adding that the listings followed the protocol’s scale across Solana liquidity pools. That distribution gives Raydium a new layer of visibility at a time when DeFi venues are trying to move from crypto-native usage toward consumer finance access. It also gives Solana’s on-chain market structure a more direct connection to retail apps that already serve stock, commodity and digital ass...
It’s hard to pick just one favorite stock idea for the rest of the year. It’s been a blistering-hot 2026, as the AI revolution keeps rolling ahead. And while memory and storage stocks have been the trade of the first half, questions linger as to what kinds of names could offer the best risk/reward, not ... Why Natera Is My Favorite Stock Idea for the Rest of 2026
It’s hard to pick just one favorite stock idea for the rest of the year. It’s been a blistering-hot 2026, as the AI revolution keeps rolling ahead. And while memory and storage stocks have been the trade of the first half, questions linger as to what kinds of names could offer the best risk/reward, not ... Why Natera Is My Favorite Stock Idea for the Rest of 2026