is a senior correspondent and author of Notepad , who has been covering all things Microsoft, PC, and tech for over 20 years. Posts from this author will be added to your daily email digest and your homepage feed. It’s the world’s worst kept secret that Nvidia is about to announce its own Arm-powered laptop chips at Computex this weekend, and now Microsoft, Nvidia, and Arm are all openly teasing t...
is a senior correspondent and author of Notepad , who has been covering all things Microsoft, PC, and tech for over 20 years. Posts from this author will be added to your daily email digest and your homepage feed. It’s the world’s worst kept secret that Nvidia is about to announce its own Arm-powered laptop chips at Computex this weekend, and now Microsoft, Nvidia, and Arm are all openly teasing the announcement. The Windows and Nvidia GeForce accounts on X both posted “A new era of PC” earlier today, and now Arm has followed up with an identical post. All three posts include coordinates pointing to where Computex is hosted in Taipei. Nvidia is holding a Computex keynote in Taipei at 8PM PT / 11PM ET on Sunday night, where it’s rumored to be announcing its new N1 and N1x laptop chips. These Arm-powered Nvidia processors have been long-rumored, with reports earlier this year suggesting that both Lenovo and Dell have been preparing new laptops with the N1X chips. We first heard rumors about Nvidia’s laptop processors in 2023, and Dell CEO Michael Dell hinted at the possibility of an AI PC with Nvidia during an interview in 2024. Nvidia’s entry into Windows on Arm will mean Qualcomm will no longer have an exclusive license for Microsoft’s Windows 11 Arm variant of its operating system. That’s good news for laptop competition, even if Qualcomm is trying to keep entry-level laptops affordable with its new Snapdragon C platform.
On May 14, 2026, Atlas FRM disclosed a new position in Fortune Brands Innovations (NYSE:FBIN) , acquiring 2,175,000 shares in an estimated $113.12 million trade based on quarterly average pricing. According to a recent SEC filing dated May 14, 2026, Atlas FRM initiated a new position in Fortune Brands Innovations, purchasing 2,175,000 shares. The estimated transaction value was $113.12 million, ca...
On May 14, 2026, Atlas FRM disclosed a new position in Fortune Brands Innovations (NYSE:FBIN) , acquiring 2,175,000 shares in an estimated $113.12 million trade based on quarterly average pricing. According to a recent SEC filing dated May 14, 2026, Atlas FRM initiated a new position in Fortune Brands Innovations, purchasing 2,175,000 shares. The estimated transaction value was $113.12 million, calculated using the average closing price from January through March 2026. The quarter-end value of the stake was $84.76 million, which incorporates both the share acquisition and price movement during the period. Fortune Brands Innovations is a leading provider of branded products for water management, outdoor living, and security solutions, operating at scale with over $4 billion in annual revenue. The company leverages a portfolio of well-known brands to capture demand across residential and commercial end markets. Its focus on innovation, material conversion, and sustainability supports a competitive advantage in the construction and home improvement industry. Continue reading
This article is part of the Guardian’s 2026 World Cup Experts’ Network, a cooperation between some of the best media organisations from the 48 countries who qualified. theguardian.com is running previews from three countries each day in the run-up to the tournament kicking off on 11 June. The plan Scotland qualified for the World Cup in dramatic circumstances that absorbed almost three decades of ...
This article is part of the Guardian’s 2026 World Cup Experts’ Network, a cooperation between some of the best media organisations from the 48 countries who qualified. theguardian.com is running previews from three countries each day in the run-up to the tournament kicking off on 11 June. The plan Scotland qualified for the World Cup in dramatic circumstances that absorbed almost three decades of frustration. This marks a first appearance in the event since 1998 and it was achieved on a spine-tingling Hampden Park occasion when Denmark were eventually vanquished 4-2. Scott McTominay scored with a stunning overhead kick and Kenny McLean wrapped up the win from the halfway line in added-time. The intervening months have proved tricky. Defeats without scoring against Japan and Cote d’Ivoire, added to audible frustration from Steve Clarke over his contractual scenario, seemed to dampen the Tartan Army’s mood. Earlier, there was euphoria. “The number of people that come up to you and just want to shake your hand to say ‘thank you and well done’, it’s pretty special to feel that,” Clarke recalled. “You’re walking through the airport and every second person wants to shake your hand.” Quick Guide Scotland: Group C fixtures Show 13 June v Haiti, New York (9pm local, 14 June 2am BST, 14 June 11am AEST) 19 June v Morocco, Boston (6pm local, 11pm BST, 20 June 8am AEST) 24 June v Brazil, Boston (6pm local, 11pm BST, 25 June 8am AEST) Was this helpful? Thank you for your feedback. Now for the trickier part. Clarke has an ageing squad which is light on goal threat if midfielders – primarily John McGinn and Scott McTominay – do not contribute. The goalkeeping position has been a problem for a concerted spell now. At centre-back, the Scots are adequate rather than strong, having operated with a back three or four. McGinn, McTominay, Andy Robertson and Ché Adams are the manager’s go-to men when fit. Umpteen others have been alongside Clarke for a number of years; this is a Scotland s...
Asian rice prices posted their biggest monthly jump in nearly two decades in May, and could rally further as weather risks and war-driven surges in energy and fertilizer costs threaten production. Thailand white rice , an Asian benchmark, rallied 20% in May, the most in a month in data going back to 2008. Rice futures on the Chicago Board of Trade also jumped 15% this month. Prices will continue t...
Asian rice prices posted their biggest monthly jump in nearly two decades in May, and could rally further as weather risks and war-driven surges in energy and fertilizer costs threaten production. Thailand white rice , an Asian benchmark, rallied 20% in May, the most in a month in data going back to 2008. Rice futures on the Chicago Board of Trade also jumped 15% this month. Prices will continue to trend higher, said Bin Hui Ong , a commodities analyst at BMI, a unit of Fitch Solutions, which lifted its forecast for Chicago futures earlier this month. An expected El Niño event — which can bring hotter, drier weather to parts of Asia — presents further upside, she added. With fuel and fertilizer supplies still disrupted due to the near-closure of the Strait of Hormuz, farmers across import-reliant Asia are bracing for the high input costs to start weighing on rice production — a key cornerstone of the region’s economies. The crop is critical to the region’s food security and countries including Thailand, Vietnam and India are also major suppliers abroad. As planting for the main crop season gets underway in many parts, some farmers have been forced to skip or delay sowing the staple crop. Tran Van Be Bay, a 60-year-old farmer in the southern Vietnamese province of Vinh Long used to plant three crops a year. But as fertilizer prices surge, he plans to skip one round this time. “With costs rising and weather this hot, it’s not a good time to sow a new crop,” he said. “Applying more fertilizer not only costs more but also harms the plants.” Rice is known for being a fertilizer-intensive grain and the irrigation pumps used to flood fields often run on diesel. Prices of nitrogen fertilizers in Thailand, Cambodia, and the Philippines have surged about 40-50% since the start of the war in February, according to the International Rice Research Institute. Though countries had enough reserves in the March-May period, shortages could emerge soon unless the fertilizer trade norm...
Anand Chokkavelu has positions in Accenture Plc. Dan Caplinger has no position in any of the stocks mentioned. Jason Hall has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Accenture Plc. The Motley Fool recommends the following options: long January 2028 $260 calls on Accenture Plc and short January 2028 $280 calls on Accenture Plc. The Motley Fool has...
Anand Chokkavelu has positions in Accenture Plc. Dan Caplinger has no position in any of the stocks mentioned. Jason Hall has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Accenture Plc. The Motley Fool recommends the following options: long January 2028 $260 calls on Accenture Plc and short January 2028 $280 calls on Accenture Plc. The Motley Fool has a disclosure policy.
Last August, the Trump administration issued an executive order intended to fundamentally alter how grant funding is handled by the US government. Under the system that had made the US a scientific superpower, peer reviewers rated the scientific quality and feasibility of grant applications, and subject-matter experts within the funding agencies used these ratings to determine which grants got fun...
Last August, the Trump administration issued an executive order intended to fundamentally alter how grant funding is handled by the US government. Under the system that had made the US a scientific superpower, peer reviewers rated the scientific quality and feasibility of grant applications, and subject-matter experts within the funding agencies used these ratings to determine which grants got funded. Under the proposed rules, political appointees would have the final say, and they were specifically instructed not to "routinely defer" to peer reviewers. In the interim, the administration has lost many court cases because it turns out that issuing executive orders doesn't circumvent legal requirements , and the orders can be vacated if they lack strong justification. To avoid that same fate, the Office of Management and Budget (OMB) has decided to merge the executive order with other administration priorities and send it through the formal federal rulemaking process. The result is a horror show for US science research. Not only is peer review made a secondary consideration, but the new rules would allow any federal agency to cancel any grant at any time based on the vague assertion that it isn't in the "national interest." The document would also ban any grants on a number of culture war topics, limit international collaborations, and block spending on things like publishing papers and attending conferences. Read full article Comments
Key Points Dauntless Investment Group bought 116,863 shares of Innoviva in an estimated trade of $2.52 million last quarter. The quarter-end position value rose by $2.74 million, reflecting both trading and price movements. The post-trade stake stood at 122,402 shares valued at $2.85 million. 10 stocks we like better than Innoviva › Dauntless Investment Group disclosed in a May 14, 2026, SEC filin...
Key Points Dauntless Investment Group bought 116,863 shares of Innoviva in an estimated trade of $2.52 million last quarter. The quarter-end position value rose by $2.74 million, reflecting both trading and price movements. The post-trade stake stood at 122,402 shares valued at $2.85 million. 10 stocks we like better than Innoviva › Dauntless Investment Group disclosed in a May 14, 2026, SEC filing that it bought 116,863 shares of Innoviva (NASDAQ:INVA), an estimated $2.52 million trade based on quarterly average pricing. What happened According to a recent SEC filing dated May 14, 2026, Dauntless Investment Group increased its holdings in Innoviva by 116,863 shares during the first quarter. The estimated transaction value was $2.52 million, calculated using the average closing price for the quarter. The stake's quarter-end value rose by $2.74 million, reflecting both the additional shares acquired and changes in the stock price during the period. What else to know Top holdings after the filing: NASDAQ: INVA: $2.74 million (7.7% of AUM) NASDAQ: FEMY: $2.54 million (7.1% of AUM) NASDAQ: TLSA: $2.53 million (7.1% of AUM) NYSEMKT: AEON: $2.49 million (7.0% of AUM) NASDAQ: LINC: $2.42 million (6.8% of AUM) As of Friday, Innoviva shares were priced at $21.42, up about 10% over the past year and well underperforming the S&P 500, which is up about 28% in the same period. Company overview Metric Value Revenue (TTM) $420.7 million Net income (TTM) $504.3 million Price (as of Friday) $21.42 One-year price change 10% Company snapshot Innoviva products include RELVAR/BREO ELLIPTA, ANORO ELLIPTA, and TRELEGY ELLIPTA, targeting chronic obstructive pulmonary disease and asthma. Its revenue is generated primarily through pharmaceutical product commercialization and strategic collaborations, notably with Glaxo Group Limited. The firm’s primary customers are healthcare providers and institutions treating respiratory conditions in the United States and internationally. Innoviva develo...
Dilok Klaisataporn/iStock via Getty Images News has been building up that short interest against the components of the S&P 500 ( SP500 ) has been on the rise. In fact, Goldman Sachs ( GS ) just came out and revealed that the median S&P 500 stock has experienced a surge to where 3% of all stocks are currently being shorted. This might seem like a small amount in the grand scheme of things. But it a...
Dilok Klaisataporn/iStock via Getty Images News has been building up that short interest against the components of the S&P 500 ( SP500 ) has been on the rise. In fact, Goldman Sachs ( GS ) just came out and revealed that the median S&P 500 stock has experienced a surge to where 3% of all stocks are currently being shorted. This might seem like a small amount in the grand scheme of things. But it actually represents the highest level of short interest that we have seen since late 2011. Their thinking seems to be that this could be setting us up for a rally. I'm not going to say that can't or won't happen. If the war against Iran comes to an end, for instance, we could definitely see a push higher. However, I would interpret the data differently. As I have been detailing since August of last year, the U.S. is moving toward a recession. It is my contention that while we could see some upward pressure because of this short interest, the reason for the move higher to begin with stems entirely from the fact that market participants understand the economic conditions are rapidly deteriorating. I would urge investors to tread cautiously in response to this. This is not just speculation. Rather, there are four compelling reasons why I think that investors should be very worried. This is data building off of previous work that I have done in recent months. In each of the articles, with here and here being examples, I talk about different aspects of the economy and how the picture is worsening. Almost every economic data point is deteriorating. And if things continue as they have been, I don't see any scenario other than the market taking a hit. Short Interest Is Soaring For those who are not familiar with the concept of short interest, it is essentially a measure of how much money is being used to short the market. The idea here is that market participants will borrow shares from brokerages and pay those brokerages for that opportunity. They will then take what they purchase,...
Women's health is also a focus for the Times, which warns that poor sleep has been tied to the rise in certain types of female cancers. The paper says researchers now believe that insomnia could be fuelling the steady increase in cancer diagnoses in under-50s, particularly in women's hormonal-related cancers. The US-based study found that female patients who received an insomnia diagnosis were thr...
Women's health is also a focus for the Times, which warns that poor sleep has been tied to the rise in certain types of female cancers. The paper says researchers now believe that insomnia could be fuelling the steady increase in cancer diagnoses in under-50s, particularly in women's hormonal-related cancers. The US-based study found that female patients who received an insomnia diagnosis were three times more likely to also be diagnosed with breast cancer in the next five years, and had almost twice the risk of developing uterine cancer.
On May 15, 2026, Mangrove Partners IM disclosed in an SEC filing that it sold out its entire position in Ecovyst (NYSE:ECVT) , exiting 5,447,873 shares in an estimated $61.53 million trade based on quarterly average pricing. According to its SEC filing dated May 15, 2026, Mangrove Partners IM fully liquidated its holding in Ecovyst (NYSE:ECVT) , selling 5,447,873 shares. The estimated transaction ...
On May 15, 2026, Mangrove Partners IM disclosed in an SEC filing that it sold out its entire position in Ecovyst (NYSE:ECVT) , exiting 5,447,873 shares in an estimated $61.53 million trade based on quarterly average pricing. According to its SEC filing dated May 15, 2026, Mangrove Partners IM fully liquidated its holding in Ecovyst (NYSE:ECVT) , selling 5,447,873 shares. The estimated transaction value was $61.53 million, calculated using the average closing price for the first quarter. The quarter-end value of the stake declined by $53.01 million, a figure that includes both share sales and price movement. Ecovyst is a specialty chemicals company with a global footprint, providing advanced catalyst technologies and sulfuric acid services to industrial and refining clients. The company leverages its expertise in catalyst development and process solutions to support the production of plastics, emission controls, and sustainable industrial processes. With a focus on innovation and operational scale, Ecovyst positions itself as a critical supplier to high-value, process-driven industries. Continue reading
Watch Highlights Video Below: CorpGov hosted the second Princeton CorpGov Forum on May 21, 2026, at The Nassau Inn in Princeton, New Jersey. Speakers featured industry leaders and alumni spanning five decades at Princeton, and topics comprised university endowments, shareholder activism, private equity, venture capital, private and public capital markets, entertainment and the finance of college s...
Watch Highlights Video Below: CorpGov hosted the second Princeton CorpGov Forum on May 21, 2026, at The Nassau Inn in Princeton, New Jersey. Speakers featured industry leaders and alumni spanning five decades at Princeton, and topics comprised university endowments, shareholder activism, private equity, venture capital, private and public capital markets, entertainment and the finance of college sports. Panel: AI and Cybersecurity in the Boardroom Kevin McLaughlin ’97, Vice President, Brand and Corporate Marketing, Dataiku Patrick A. Westerhaus , Partner, Cyber Risk Services, EisnerAmper Michael W. Robinson, Chairman and CEO, The Montgomery Strategies Group Main Topics of Discussion: Boards are heavily funding AI and cybersecurity despite limited understanding of the technologies and risks. AI is making cybercrime easier, increasing threats like ransomware, fraud, deepfakes, and social engineering. Companies are shifting cybersecurity discussions from technical concerns to financial risk management. Businesses now expect AI to deliver measurable value through efficiency, revenue growth, and competitive advantage. Panelists compared today’s AI boom to the dot-com era, while stressing AI’s long-term impact and growing energy demands. Watch Video of the Panel Below, or Click HERE: Speakers and Notable Attendees
662 Billion Reasons To Worry: Moody's Raises AI Data-Center Funding Fears As Apollo Shops Huge Anthropic Debt Deal Unless you have lived under a rock for the last year (or month), you will know that the explosive growth of artificial intelligence is fueling a massive infrastructure buildout . In a chart book published nearly simultaneously with Moody’s report, Apollo Global Management chief econom...
662 Billion Reasons To Worry: Moody's Raises AI Data-Center Funding Fears As Apollo Shops Huge Anthropic Debt Deal Unless you have lived under a rock for the last year (or month), you will know that the explosive growth of artificial intelligence is fueling a massive infrastructure buildout . In a chart book published nearly simultaneously with Moody’s report, Apollo Global Management chief economist Torsten Slok worked to put the enormity of data center spending into perspective. With total capital expenditure on data centers estimated at roughly $646 billion, or about 2% of U.S. GDP, Slok noted that is roughly equivalent to the GDP for Singapore, Sweden, and Argentina. Defense spending in 2025, meanwhile, was around $917 billion. However, as Moody's warned this week, the aggressive financing structures supporting this explosive growth are creating significant systemic risks that could ripple across global credit markets and the broader economy . The most recent example of this buildout - and its coincident debt-funding - is the $36 billion debt financing package currently being shopped by Apollo Global Management and Blackstone to enable Anthropic’s large-scale acquisition of Google’s custom TPU chips. As Bloomberg reports, this complex, high-leverage deal - partially backed by Broadcom - underscores how private equity and specialized financiers are channeling enormous capital into AI hardware and data centers through layered debt instruments. The move would mark one of the largest-ever private credit deals and also the biggest chip-financing debt transaction. It aims to tap Broadcom’s credit quality to provide computing-power access to Anthropic, which just eclipsed rival OpenAI in valuation (and its ecosystem has been dramatically outperforming)... While such deals accelerate AI capacity, they also concentrate risk. More concerning is the scale of hidden liabilities across the industry. According to Moody’s Ratings, the five major U.S. hyperscalers (Amazon, Meta...
Kenneth Cheung/iStock Unreleased via Getty Images Thesis DoorDash, Inc. ( DASH ) is down 45% from its highs in late 2025 and down almost 30% since the beginning of the year. This has not been reflected in the fundamentals, however, since revenue is growing at a rate of 28%, a re-acceleration from the year before. In 2025, free cash flow hit $1.83 billion, having gone from negative just three years...
Kenneth Cheung/iStock Unreleased via Getty Images Thesis DoorDash, Inc. ( DASH ) is down 45% from its highs in late 2025 and down almost 30% since the beginning of the year. This has not been reflected in the fundamentals, however, since revenue is growing at a rate of 28%, a re-acceleration from the year before. In 2025, free cash flow hit $1.83 billion, having gone from negative just three years before. Monthly active users at all-time highs. DashPass memberships are growing at record speed, and the company just guided Q2 2026 order value to $32.4 - $33.4 billion, far above Wall Street's expectations of around $28 billion. Does that sound like a company in distress? To me it doesn't. It is a great business going through overblown turbulence, and the market is treating it like a company past its prime. I believe this narrative is wrong and sets up a compelling risk/reward situation for long-term investors. Q1 2026 DoorDash reported Q1 2026 results on May 6 that were, by most measures, better than analysts expected. Mainly, EPS of $0.42 beat expectations of $0.37 by almost 14%. Adjusted EBITDA of $754 million soundly beat the $741 million estimate. Marketplace gross order value (GOV) grew by 37% year over year to $31.6 billion, beating expectations of $31.5 billion by just a hair. However, what made the headlines wasn't this; it was the revenue miss - $4.04 billion versus the $4.15 billion expectation. The miss was real, but the cause wasn't operational. It was due to revenue margins dropping from 13.1% to 12.8%. This was due to two reasons: Deliveroo's slightly lower take rate than its American counterpart and deliberate reduction in consumer fees in the grocery and retail segments, which DoorDash is actively trying to gain market share in. Neither reason suggests slowing demand. On the contrary, contribution profit, the metric that tracks per-order unit economics, was up 35% year over year to $1.38 billion and was flat as a percentage of GOV at 4.4%. This indicate...
Key Points Ranger Investment Management exited 1,012,656 shares of OneSpaWorld Holdings Limited last quarter. The quarter-end position value decreased by approximately $21.00 million, reflecting the full exit. The transaction represented a roughly 2% change relative to Ranger Investment Management's 13F reportable assets under management. 10 stocks we like better than OneSpaWorld › Ranger Investme...
Key Points Ranger Investment Management exited 1,012,656 shares of OneSpaWorld Holdings Limited last quarter. The quarter-end position value decreased by approximately $21.00 million, reflecting the full exit. The transaction represented a roughly 2% change relative to Ranger Investment Management's 13F reportable assets under management. 10 stocks we like better than OneSpaWorld › Ranger Investment Management sold out its entire position in OneSpaWorld Holdings Limited (NASDAQ:OSW) during the first quarter, according to a May 15, 2026, SEC filing. The estimated transaction value was $21.54 million, based on quarterly average pricing. What happened According to a Securities and Exchange Commission (SEC) filing dated May 15, 2026, Ranger Investment Management, L.P., sold all 1,012,656 shares of OneSpaWorld Holdings Limited (NASDAQ:OSW) during the first quarter. The estimated transaction value was $21.54 million, based on the average closing price over the period. The fund’s quarter-end position in the company is now zero. The net position value shift, including price movement, was a decrease of $21.00 million. What else to know Top holdings for Ranger Investment Management, L.P. after the filing: NASDAQ:LGND: $53.49 million (3.9% of AUM) NASDAQ:PEGA: $44.81 million (3.2% of AUM) NASDAQ:PDFS: $41.86 million (3.0% of AUM) NYSE:ULS: $38.31 million (2.8% of AUM) NYSE:SEI: $34.35 million (2.5% of AUM) As of May 14, 2026, shares of OneSpaWorld Holdings Limited were priced at $23.82, up 25% over the past year and underperforming the S&P 500, which is up about 28%. Company Overview Metric Value Revenue (TTM) $989.00 million Net Income (TTM) $77.68 million Dividend Yield 0.8% Price (as of market close 2026-05-14) $23.82 Company Snapshot OneSpaWorld offers health and wellness services, including spa treatments, salon services, fitness programs, medi-spa procedures, and branded beauty products, primarily onboard cruise ships and at destination resorts. The firm generates revenu...