Attacks persist across the Middle East despite the two-week ceasefire deal between the U.S. and Iran. And, Bill Gates is set to testify in the investigation of the late sex offender Jeffrey Epstein. (Image credit: AFP via Getty Images)
Attacks persist across the Middle East despite the two-week ceasefire deal between the U.S. and Iran. And, Bill Gates is set to testify in the investigation of the late sex offender Jeffrey Epstein. (Image credit: AFP via Getty Images)
The image of cream sherry is that of your gran’s favourite tipple, a drink from a bygone era. Is it time for a makeover? By the time I knew her, my granny was in her whisky and water era, but my dad clearly remembers a bottle of Harveys Bristol Cream in the drinks cupboard, ready to pour for friends after church in the 1970s . This is the enduring image of cream sherry, one that it has struggled t...
The image of cream sherry is that of your gran’s favourite tipple, a drink from a bygone era. Is it time for a makeover? By the time I knew her, my granny was in her whisky and water era, but my dad clearly remembers a bottle of Harveys Bristol Cream in the drinks cupboard, ready to pour for friends after church in the 1970s . This is the enduring image of cream sherry, one that it has struggled to shake off. While other sherries – bone-dry fino and manzanilla (made by ageing palomino grapes under a yeast layer called flor ), oxidative amontillado or oloroso, and sweet, single varietals such as pedro ximénez (PX) – have acquired new cachet among younger drinkers, not least because they’re relatively affordable, cream is the emblematic Little English tipple of a bygone time. Britain was sherry’s biggest export market for several centuries – the word is said to hark back to importers’ inability to pronounce the J in Jerez, where this large, colourful family of fortified wines originates. So Jerez became “sherez” became “sherry” – and cream sherry was developed specifically for the tastes of Victorian drinkers. The iconic Harveys, for example, named after its Bristol-based wine merchant/importer, arrived in the 1860s and by the early 1970s was shifting a million cases of the stuff each year (sales have since dropped to a mere fraction of that). Continue reading...
Iran, Minneapolis, Harvard and other Trump opponents have employed a similar strategy An hour before Trump said he’d cause the death of a “whole civilization” if Iran didn’t open the strait of Hormuz, an Iranian official said the shipping channel would be reopened for two weeks if the United States stopped bombing Iran. The US has now stopped bombing Iran. So we’re back to the status quo before Tr...
Iran, Minneapolis, Harvard and other Trump opponents have employed a similar strategy An hour before Trump said he’d cause the death of a “whole civilization” if Iran didn’t open the strait of Hormuz, an Iranian official said the shipping channel would be reopened for two weeks if the United States stopped bombing Iran. The US has now stopped bombing Iran. So we’re back to the status quo before Trump began his war. Only now, Iran can credibly threaten to close the strait if it doesn’t get what it wants from Trump – thereby causing havoc to the US and world economies. Trump’s only remaining bargaining chip is his threat of committing war crimes. Continue reading...
Applied Digital CEO Wes Cummins learned key life lessons growing up on a potato farm in Idaho. "It taught me to work hard from a young age," said Cummins, also Applied Digital's chairman and co-founder. Instead, Cummins used his childhood experience to grow Applied Digital, a Dallas-based builder and operator of data centers for AI, cloud, networking and blockchain computing.
Applied Digital CEO Wes Cummins learned key life lessons growing up on a potato farm in Idaho. "It taught me to work hard from a young age," said Cummins, also Applied Digital's chairman and co-founder. Instead, Cummins used his childhood experience to grow Applied Digital, a Dallas-based builder and operator of data centers for AI, cloud, networking and blockchain computing.
Buffeted by six weeks of war in the Middle East, airlines have scrambled to trim routes and costs as fuel bills explode and wary clients think twice about their travel plans, a situation that could persist even if a fragile truce holds. Carriers have largely halted flights in the Gulf region, with Air France announcing this week that it was extending its suspensions until May 3 – a decision a sour...
Buffeted by six weeks of war in the Middle East, airlines have scrambled to trim routes and costs as fuel bills explode and wary clients think twice about their travel plans, a situation that could persist even if a fragile truce holds. Carriers have largely halted flights in the Gulf region, with Air France announcing this week that it was extending its suspensions until May 3 – a decision a source said was made before this week’s ceasefire between the United States and Iran. With no certainty...
The scene: a command tent during a simulated amphibious assault. Radios crackle with static, reports flood in from the beachhead, and the pressure to make life-or-death decisions weighs heavily on the commander’s shoulders. In this haze of uncertainty – the “fog of war” – a new digital soldier is quietly proving it might think faster than any human. The Chinese military has reportedly deployed an ...
The scene: a command tent during a simulated amphibious assault. Radios crackle with static, reports flood in from the beachhead, and the pressure to make life-or-death decisions weighs heavily on the commander’s shoulders. In this haze of uncertainty – the “fog of war” – a new digital soldier is quietly proving it might think faster than any human. The Chinese military has reportedly deployed an artificial intelligence (AI) agent designed to sit beside battalion-level commanders – and act as a...
In this article META Follow your favorite stocks CREATE FREE ACCOUNT Mark Zuckerberg, chief executive officer of Meta Platforms Inc., wears a pair of Meta Oakley Vanguard AI glasses during the Meta Connect event in Menlo Park, California, US, on Wednesday, Sept. 17, 2025. David Paul Morris | Bloomberg | Getty Images Almost 10 months after Meta spent billions of dollars to bring in Scale AI's Alexa...
In this article META Follow your favorite stocks CREATE FREE ACCOUNT Mark Zuckerberg, chief executive officer of Meta Platforms Inc., wears a pair of Meta Oakley Vanguard AI glasses during the Meta Connect event in Menlo Park, California, US, on Wednesday, Sept. 17, 2025. David Paul Morris | Bloomberg | Getty Images Almost 10 months after Meta spent billions of dollars to bring in Scale AI's Alexandr Wang as the centerpiece of Mark Zuckerberg's AI overhaul, the company finally revealed its first new model on Wednesday. One big question is — will users pay for it? While rivals like OpenAI, Anthropic and Google have spearheaded the artificial intelligence boom with powerful models and popular chatbots as well as other services, Meta has been a hefty spender on AI but has yet to show any new revenue streams from it. In June, Meta shelled out more than $14 billion to hire Wang and some of his top engineers and researchers, soon creating Meta Superintelligence Labs as a new elite unit. And in January, the company told Wall Street it plans to pour between $115 billion and $135 billion this year into capital expenditures, nearly double its 2025 capex figure. "It's been a year of basically no releases and a lot of hiring, and then the capex worries for this year are pronounced," said Morningstar analyst Malik Ahmed Khan, in an interview. "I think Meta had to show investors and operators they have been working on something of substance. That's the first step." Meta's second step, Khan said, is making the model work and figuring out how to monetize it. Muse Spark, Meta's newly released model, is proprietary, a sharp change from its predecessor family of models called Llama, which consisted of open-source offerings, though the company said it does plan to eventually release some open-source versions. Zuckerberg shook up his company's strategy after the April release of Llama 4 , which failed to captivate developers. Alexandr Wang speaks on CNBC's "Squawk Box" outside the World...
“We cannot fix a food problem with drugs,” says Sami Inkinen, CEO and co-founder of Virta Health. Inkinen joins Bloomberg Intelligence analyst Jonathan Palmer to explain why Virta is betting that reversing metabolic disease can become one of the most important cost and outcomes stories in health care. He details how the company combines nutrition therapy, intensive telemedicine and AI to deliver s...
“We cannot fix a food problem with drugs,” says Sami Inkinen, CEO and co-founder of Virta Health. Inkinen joins Bloomberg Intelligence analyst Jonathan Palmer to explain why Virta is betting that reversing metabolic disease can become one of the most important cost and outcomes stories in health care. He details how the company combines nutrition therapy, intensive telemedicine and AI to deliver sustained weight loss, diabetes reversal and significant savings for employers and health plans. The
Outlines Strategic Priorities Focused on Retail Channel Execution, Broader Customer Reach, Improved Conversion, and Operating Leverage Under New CEO Conn Davis Outlines Strategic Priorities Focused on Retail Channel Execution, Broader Customer Reach, Improved Conversion, and Operating Leverage Under New CEO Conn Davis
Outlines Strategic Priorities Focused on Retail Channel Execution, Broader Customer Reach, Improved Conversion, and Operating Leverage Under New CEO Conn Davis Outlines Strategic Priorities Focused on Retail Channel Execution, Broader Customer Reach, Improved Conversion, and Operating Leverage Under New CEO Conn Davis
Company Hosting Investor Webinar on Thursday, April 9, 2026, at 11:00 AM ET Company Hosting Investor Webinar on Thursday, April 9, 2026, at 11:00 AM ET
Company Hosting Investor Webinar on Thursday, April 9, 2026, at 11:00 AM ET Company Hosting Investor Webinar on Thursday, April 9, 2026, at 11:00 AM ET
MINNEAPOLIS, April 09, 2026 (GLOBE NEWSWIRE) -- Northern Technologies International Corporation (NASDAQ: NTIC), a leading developer of corrosion inhibiting products and services, as well as bio-based and biodegradable polymer resin compounds, today reported its financial results for the second quarter of fiscal 2026.
MINNEAPOLIS, April 09, 2026 (GLOBE NEWSWIRE) -- Northern Technologies International Corporation (NASDAQ: NTIC), a leading developer of corrosion inhibiting products and services, as well as bio-based and biodegradable polymer resin compounds, today reported its financial results for the second quarter of fiscal 2026.
CALGARY, Alberta, April 09, 2026 (GLOBE NEWSWIRE) -- Parex Resources Inc. (“Parex” or the “Company”) (TSX: PXT) announces a production update as well as plans to release its Q1 2026 financial & operating results and hold its Annual General & Special Meeting of Shareholders on Tuesday, May 12, 2026. Additionally, the Company announces it is withdrawing its six director nominees from GeoPark Limited...
CALGARY, Alberta, April 09, 2026 (GLOBE NEWSWIRE) -- Parex Resources Inc. (“Parex” or the “Company”) (TSX: PXT) announces a production update as well as plans to release its Q1 2026 financial & operating results and hold its Annual General & Special Meeting of Shareholders on Tuesday, May 12, 2026. Additionally, the Company announces it is withdrawing its six director nominees from GeoPark Limited’s (“GeoPark”) (NYSE: GPRK) upcoming 2026 Annual Meeting of Shareholders.
Follow Luca Socci on Seeking Alpha! Read Luca Socci's Article on Seeking Alpha! This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Past performance is no guarantee of future results. Content is offered for information purposes only. U...
Follow Luca Socci on Seeking Alpha! Read Luca Socci's Article on Seeking Alpha! This video's transcript was generated by a third party. It is not curated or reviewed and is provided for convenience and information purposes only. The accuracy and completeness of the transcript are not guaranteed. Past performance is no guarantee of future results. Content is offered for information purposes only. Unless stated otherwise, any and all individuals participating in the video are third parties that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. Unless stated otherwise, the views or opinions expressed may not reflect those of Seeking Alpha as a whole. The accuracy and completeness of content shared cannot be guaranteed. Seeking Alpha does not take account of your objectives or financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker, US investment adviser, or investment bank. Nicole Benjamin : Hey, everybody. It's Nicole Benjamin, your host here at Seeking Alpha to bring to you another episode of Portfolio Pulse, where, as the name suggests, we're keeping a pulse to all the big financial moves happening in the market. Now, for today's episode, we're going to be diving deep into all things MCO and SPGI. And to join us and help us do that today, I have Luca Socci. So Luca, thank you so much for joining us today. Luca Socci : Oh, thank you for inviting me and having me over. It's a pleasure and an honor. NB : Yes. Absolutely. So, I see you've been on Seeking Alpha since 2022. So, tell us a little bit more about your financial background, your investment philosophy. What got you on the platform in the first place? LS : I began my Seeking Alpha journey a bit before 2022. That's when I became an analyst, but before being an analyst, I was actually an investor, a retail investor. And I actually got more focused on inve...
John M Lund Photography Inc/DigitalVision via Getty Images Introduction & Investment Thesis Yesterday, Anthropic announced a new cybersecurity initiative called Project Glasswing in partnership with CrowdStrike ( CRWD ), Palo Alto Networks ( PANW ), Apple ( AAPL ), Amazon ( AMZN ), Microsoft ( MSFT ), Nvidia ( NVDA ) and more to help secure the world’s critical software. This announcement comes af...
John M Lund Photography Inc/DigitalVision via Getty Images Introduction & Investment Thesis Yesterday, Anthropic announced a new cybersecurity initiative called Project Glasswing in partnership with CrowdStrike ( CRWD ), Palo Alto Networks ( PANW ), Apple ( AAPL ), Amazon ( AMZN ), Microsoft ( MSFT ), Nvidia ( NVDA ) and more to help secure the world’s critical software. This announcement comes after the massive data leak involving Anthropic’s ( ANTHRO ) next-generation AI model, Claude Mythos, on March 26 that described it as a step change in performance in software coding and cybersecurity-related tasks, sparking renewed investor fears of potential obsolescence of traditional cybersecurity companies. There is no doubt that the cybersecurity industry as a whole has had a volatile 2026 so far amid constantly fluctuating narratives. But, in my opinion, Anthropic’s Project Glasswing initiative should mark a clear shift in narrative from “AI kills cybersecurity” to “AI will power the next generation of security," as AI models increasingly become more capable at finding and exploiting software vulnerabilities. In all of this, I believe CrowdStrike is the best positioned among all to benefit not only from a fundamental perspective but also as sentiment shifts from irrational fears to the company becoming an indispensable partner that both enables and benefits from widespread enterprise AI deployment. In this post, I will explain why. AI Won’t Kill Cybersecurity- Project Glasswing Is Evidence Of That The cybersecurity industry has had a gut-wrenching, volatile Q1 so far. With the exception of Cloudflare ( NET ) and Fortinet ( FTNT ), all other major cybersecurity companies including Palo Alto Networks, CrowdStrike, Zscaler ( ZS ), and SentinelOne ( S ) have been underperforming the S&P 500 on a YTD basis, as can be seen below. SA: Price performance of cybersecurity stocks on a YTD basis It started with the “AI Eating SaaS” narrative since the beginning of the year, follow...
jetcityimage/iStock Editorial via Getty Images Consumer packaged goods company Conagra Brands ( CAG ) reported its Q3 2026 results on April 1, 2026. I see a wave of buy calls at the current price under $16, and this puts the stock's price to forward sales multiple at 0.67; essentially, you would pay 67¢ for each dollar of the next twelve months' sales. Under most circumstances, this would be, as t...
jetcityimage/iStock Editorial via Getty Images Consumer packaged goods company Conagra Brands ( CAG ) reported its Q3 2026 results on April 1, 2026. I see a wave of buy calls at the current price under $16, and this puts the stock's price to forward sales multiple at 0.67; essentially, you would pay 67¢ for each dollar of the next twelve months' sales. Under most circumstances, this would be, as they say, a screaming buy, but I think one needs to read into management's generally positive comments and pay closer attention to the soft guidance and uncertainty they reiterated for FY 2027. The Positives at Q3 2026 - But Are They Really? On the plus side, contracted coverage for FY 2027 stands at 40 percent, per CFO Marberger . Q1 2027 coverage was confirmed at 60 percent, which implies that Q4 2026 has minimal exposure to spot prices that are now elevated across steel, freight, and crop-based ingredients. That being said, even with costs projected to be more or less under control for these procurements, gross margin weakness remains. In Q3 2026, CAG reported an adjusted gross margin compression of 112 basis points (141 bps on a non-adjusted basis), and that was largely attributed to the businesses that CAG has divested, as well as COGS inflation and operating leverage being unfavorable. Management said as much, and these conditions could persist through the end of the current fiscal year. We should be seeing validation of this when Q4 results are out. Further down the P&L, the "unfavorable operating leverage" management referred to is visible in the adjusted SG&A profile, with A&P (advertising and promotions) contributing to a 4.3 percent increase of the overall adjusted SG&A increase of 6.4 percent. The A&P year-on-year increase is better than Q2's 7.2 percent growth year-on-year, but management now expects this SG&A component to stay elevated in Q4 as volume increase remains a priority. From the Q3 call: And if things settle down with the war and things like that and ...
DNY59/E+ via Getty Images The Macro Context The US dollar is an important variable to monitor when assessing the broad macro risks. Currently, with the Iran war, the US dollar is perceived as a safe haven, and this makes the US stocks more resilient. However, a US dollar weakness together with rising rates could signal a major weakness, which makes the US stocks vulnerable—and this is likely how t...
DNY59/E+ via Getty Images The Macro Context The US dollar is an important variable to monitor when assessing the broad macro risks. Currently, with the Iran war, the US dollar is perceived as a safe haven, and this makes the US stocks more resilient. However, a US dollar weakness together with rising rates could signal a major weakness, which makes the US stocks vulnerable—and this is likely how the current situation will unfold as inflation picks up. The Liberation Day selloff and the dollar weakness Remember the Liberation Day 2025 selloff in the S&P 500 Index ( SP500 )—when it crashed by over 20%? What was the headline risk? It was the expectations of higher inflation due to the Trump tariffs. At the same time, the US dollar significantly depreciated. As the chart below shows, the US Dollar Index ( DXY ) fell from 110 to 97 during the period from January to June 2025. Why did the dollar depreciate? It was the Sell America trade. The United States 10-Year Bond Yield ( US10Y ) initially fell due to a flight to safety on Liberation Day, but then started to rise also due to the Sell America—this is when Trump backed out of the proposed tariffs and initiated trade negotiations. If Trump had not backed out of the Liberation Day tariffs, the selloff in the stock market would have deepened, with the dollar falling and interest rates rising. So, what is the Sell America trade? In this case, it was the selling of US assets by foreign investors in retaliation for tariffs. It was not due to the expected inflation. DXY (Yahoo) The Iran war sell-off and the dollar's strength Now fast forward to the current situation. The S&P 500 sold off by nearly 10% due to the Iran war. What is currently the headline risk? I also expected inflation, but this time it's due to the rising crude oil prices. However, during the current selloff, the US dollar strengthened. The 10Y yields also initially fell, but the subsequent increase remained well contained. As a result, the S&P 500 selloff was ...
IPGGutenbergUKLtd/iStock via Getty Images When it looks too good to be true... It usually is. I learned that lesson long before I ever bought my first REIT. I was in high school, and I fell hard for a cheerleader at my rival school. She was smart, beautiful, and completely out of my league. There was just one problem. She was also dating the starting quarterback. Now, instead of taking the hint, I...
IPGGutenbergUKLtd/iStock via Getty Images When it looks too good to be true... It usually is. I learned that lesson long before I ever bought my first REIT. I was in high school, and I fell hard for a cheerleader at my rival school. She was smart, beautiful, and completely out of my league. There was just one problem. She was also dating the starting quarterback. Now, instead of taking the hint, I decided to make my move anyway. I figured, why not? Well, I found out why not. One afternoon while I was working as a courtesy clerk (which is a fancy way of saying I was bagging groceries), the entire football team showed up in the parking lot… and surrounded me. That was the moment I realized: This opportunity wasn't mispriced-it was misjudged. And more importantly: It wasn't sustainable. The Same Lesson—Just More Expensive Fast forward to the 1990s. I was building my real estate portfolio and thought I had found the perfect formula. I was leasing properties to payday lenders like Advance America and Check Into Cash. The numbers were incredible: Yields approaching 15% Above-market rents Strong tenant demand (or so it seemed) If I bought a property for $100,000… I was collecting $15,000 in rent. It felt like I had cracked the code. But I hadn't. I had walked into another version of the same mistake I made in high school. At the time, I focused on yield, and what I ignored was durability. The payday lending industry: Became heavily regulated Consolidated rapidly Migrated online And just like that… The tenants disappeared. The business model wasn't broken overnight, but it was never built to last. And when the dust settled? I was left holding the bag with dark buildings that could be leased out at the same rents I was getting from these payday lenders. The Trap: Yield Without a Moat This is one of the most important lessons in investing: High yield is often a warning sign—not an opportunity—because yield is only as good as: The tenant The business model The balance sheet An...
Pronto's autonomous haulage trucks are about to start operating at Mariana Minerals's Utah copper mine -- the first such deal since Pronto got acquired by Travis Kalanick's Atoms Inc.
Pronto's autonomous haulage trucks are about to start operating at Mariana Minerals's Utah copper mine -- the first such deal since Pronto got acquired by Travis Kalanick's Atoms Inc.