Welcome to Edition 8.43 of the Rocket Report! A disclaimer: No one yet fully appreciates the ramifications of Blue Origin's New Glenn rocket explosion Thursday night on its launch pad at Cape Canaveral, Florida. What we know as of this writing is that much of Blue's sole orbital-class launch pad has been destroyed, and the New Glenn rocket will be grounded for an extended period of time. It is too...
Welcome to Edition 8.43 of the Rocket Report! A disclaimer: No one yet fully appreciates the ramifications of Blue Origin's New Glenn rocket explosion Thursday night on its launch pad at Cape Canaveral, Florida. What we know as of this writing is that much of Blue's sole orbital-class launch pad has been destroyed, and the New Glenn rocket will be grounded for an extended period of time. It is too soon for any hot takes, at least until the Sun rises at the Cape on Friday morning. One thing I am sure of is that we will be writing about this event for weeks, months, and years to come. As always, we welcome reader submissions . If you don't want to miss an issue, please subscribe using the box below (the form will not appear on AMP-enabled versions of the site). Each report will include information on small-, medium-, and heavy-lift rockets, as well as a quick look ahead at the next three launches on the calendar. Charting China's contribution to space junk. There's a problem with the drastic uptick in Chinese space launches over the last decade. China appears to be ignoring long-established norms about disposing of the upper stages of rockets, Ars reports . These are the parts of the vehicle that separate from the first stage of a rocket and push a satellite or spacecraft into orbit. In the early decades of spaceflight, launch operators routinely left upper stages in orbit after they released their payloads. But most launch companies today reserve enough propellant in their rockets to remove them from orbit to avoid the risk of spent upper stages becoming a source of space debris. But China is not following this trend. There has been striking growth in China’s rocket body mass. In the past five years, the mass of Chinese rocket bodies in long-lived orbits has risen from less than 100 metric tons to 252, according to a new analysis by Space Domain Awareness expert Jim Shell . Read full article Comments
A 51-year-old hiker who went missing on Lantau Island has been found dead after a two-day search amid a heatwave in Hong Kong. Authorities launched a search for the man, surnamed Chan, on Thursday after his wife made a report to police that morning. She said he had not returned home after leaving for a hike on Wednesday morning. Chan had told his family he planned to hike on section 8 of the Lanta...
A 51-year-old hiker who went missing on Lantau Island has been found dead after a two-day search amid a heatwave in Hong Kong. Authorities launched a search for the man, surnamed Chan, on Thursday after his wife made a report to police that morning. She said he had not returned home after leaving for a hike on Wednesday morning. Chan had told his family he planned to hike on section 8 of the Lantau Trail, which connects Shek Pik Reservoir with Kau Ling Chung on the southern part of the outlying island. Advertisement At 12.31pm on Friday, firefighters and search dogs found Chan as they checked near a public toilet at Kau Ling Chung campsite in Lantau South Country Park, a source said. The hiker, surnamed Chan, set off on Wednesday but did not return home. Photo: Handout Chan was unconscious when discovered and pronounced dead at the site at 1pm.
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da-kuk/E+ via Getty Images Only 10-15% of the artificial intelligence revolution’s potential market penetration has been realized so far, according to Wedbush analyst Dan Ives. In an interview with CNBC, Ives expressed strong optimism about continued AI spending, comparing the current market moment to 1996-1997 rather than the dot-com bubble of 1999-2000. “This AI party started at 9PM. It’s about ...
da-kuk/E+ via Getty Images Only 10-15% of the artificial intelligence revolution’s potential market penetration has been realized so far, according to Wedbush analyst Dan Ives. In an interview with CNBC, Ives expressed strong optimism about continued AI spending, comparing the current market moment to 1996-1997 rather than the dot-com bubble of 1999-2000. “This AI party started at 9PM. It’s about eleven, 11:30PM. That party goes to 4AM, and I think that’s why we’re still in the early days,” Ives told CNBC. He projects that $4 trillion will ultimately be spent on AI development and implementation, driving significant growth across the technology sector. Ives highlighted Snowflake’s recent earnings as particularly significant, noting that the data company’s strong performance validates the expanding monetization of AI beyond just the foundational model providers. “That’s showing it’s spreading to the software use cases,” he explained, pointing to Snowflake ( SNOW ), Datadog ( DDOG ), and Palantir ( PLTR ) as examples of companies benefiting from AI’s second and third derivative effects. When asked about concerns that corporate leaders are questioning the value of their AI investments, Ives acknowledged that some companies might slow spending at certain points. However, he emphasized that his firm’s checks with enterprises and CIOs indicate acceleration rather than pullback. “It’s driving the data layer. It’s driving the infrastructure,” he said. The analyst also weighed in on upcoming IPOs, calling the expected public listings of Anthropic, OpenAI, and SpaceX a “historical period” for Wall Street. On Anthropic ( ANTHRO ) specifically, which recently achieved a pre-IPO valuation of $965 billion, Ives described the company as “the golden child” of the AI revolution, adding that “it’s the best model in the world, and I don’t think there's really a dispute there.” Ives expressed confidence in the United States’ technological leadership, noting that for the first time in t...
Burford Capital ( BUR ) declares $0.0625/share interim dividend . Payable June 12; for shareholders of record May 22; ex-div May 22. See BUR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Burford Capital Burford Capital Limited (BUR) Q1 2026 Earnings Call Transcript Burford Capital Limited 2026 Q1 - Results - Earnings Call Presentation Burford Capital: We'll Have To See How Bad This G...
Burford Capital ( BUR ) declares $0.0625/share interim dividend . Payable June 12; for shareholders of record May 22; ex-div May 22. See BUR Dividend Scorecard, Yield Chart, & Dividend Growth. More on Burford Capital Burford Capital Limited (BUR) Q1 2026 Earnings Call Transcript Burford Capital Limited 2026 Q1 - Results - Earnings Call Presentation Burford Capital: We'll Have To See How Bad This Gets Small-cap financial stocks ranked by quant ratings after earnings season Burford outlines deleveraging plans while modeling more than $5B of cash from portfolio
A fire in a rail yard train car near New York’s Penn Station injured five people and disrupted service for many commuters early on Friday, authorities said. The fire resulted in train delays on the New Jersey Transit and Amtrak rail services into New York and briefly suspended Long Island Rail Road (LIRR) service, more than a week after a strike had shut down that system. New Jersey Transit posted...
A fire in a rail yard train car near New York’s Penn Station injured five people and disrupted service for many commuters early on Friday, authorities said. The fire resulted in train delays on the New Jersey Transit and Amtrak rail services into New York and briefly suspended Long Island Rail Road (LIRR) service, more than a week after a strike had shut down that system. New Jersey Transit posted on X that it was an Amtrak train car that was on fire “in one of the Hudson River tunnels”. It said the fire resulted in “overhead wire damage”. “Impacts are expected to last through the morning rush hour,” it said. Amtrak posted on X that it suspended its service until at least noon due to maintenance resulting “from a now extinguished fire in the New York area”. It said lengthy delays were expected for trains traveling north of New York. It did not post any information about the fire itself. An email seeking comment was sent to Amtrak. Fire officials said 100 firefighters responded to the fire early on Friday and that five people were hurt. Two of them were taken to a hospital. Their conditions were not immediately known. Penn Station, underneath Madison Square Garden, can serve roughly 600,000 passengers daily via Amtrak, the New York subway system, New Jersey Transit and the LIRR. More details soon …
For the first quarter of 2026, Baron Real Estate Income Fund ( BRIIX ) returned 1.12%, trailing the MSCI US REIT Index, which gained 4.52%. The fund, in its quarterly fund letter, stated that it has initiated a new position in Essential Properties Realty Trust ( EPRT ) and reestablished Public Storage ( PSA ). During the quarter, the fund strengthened its position in Equinix ( EQIX ). On the other...
For the first quarter of 2026, Baron Real Estate Income Fund ( BRIIX ) returned 1.12%, trailing the MSCI US REIT Index, which gained 4.52%. The fund, in its quarterly fund letter, stated that it has initiated a new position in Essential Properties Realty Trust ( EPRT ) and reestablished Public Storage ( PSA ). During the quarter, the fund strengthened its position in Equinix ( EQIX ). On the other hand, Baron Real Estate Income Fund exited its position in Jones Lang LaSalle ( JLL ) and Toll Brothers ( TOL ). According to its fund letter, the fund also reduced its stake in Simon Property Group ( SPG ). Source: quarterly fund letter More on Baron Real Estate Income Fund;Retail, Essential Properties, etc. Essential Properties: Targeting An Underserved Segment Of The Market Baron Real Estate Income Fund Q1 2026 Shareholder Letter Toll Brothers, Inc. (TOL) Q2 2026 Earnings Call Transcript These large-mega-cap REIT stocks earned the strongest quant ratings after Q1 earnings Toll Brothers targets 10,400-10,700 deliveries in fiscal 2026 while raising full-year guidance
Key Points Ford's new energy subsidiary announced its first customer agreement. Ford is eyeing growth in Europe for its commercial vehicle business. 10 stocks we like better than Ford Motor Company › Ford Motor (NYSE: F) shares continued to push higher this week, holding on to the momentum it gained after the company announced its new Ford Energy subsidiary on May 11. Last week, Ford announced its...
Key Points Ford's new energy subsidiary announced its first customer agreement. Ford is eyeing growth in Europe for its commercial vehicle business. 10 stocks we like better than Ford Motor Company › Ford Motor (NYSE: F) shares continued to push higher this week, holding on to the momentum it gained after the company announced its new Ford Energy subsidiary on May 11. Last week, Ford announced its first sales agreement for Ford Energy. That has led the stock to a new three-year high, gaining another 11.5% this week as of early Friday, according to data provided by S&P Global Market Intelligence. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Two new growth paths Ford Energy was created as a pivot from electric vehicle (EV) manufacturing to battery storage, leveraging some of the company's existing assets. After writing off a large amount previously invested in EV manufacturing, the company invested $2 billion to launch Ford Energy. Ford announced a new five-year agreement to supply its new battery energy storage systems (BESS) to global energy company EDF power solutions last week. Ford's containerized energy storage systems will help power large-scale energy storage initiatives throughout the United States. Investors now have to figure out what return to expect from Ford's $2 billion investment. The stock's rerating has begun, though, driving the recent momentum in Ford shares. Ford Energy isn't the only catalyst to watch, either. Ford has also announced a new push in Europe for its Ford Pro commercial business. Ford Pro will roll out new models and smart vehicle technology to support businesses of various sizes in Europe. Ford's commercial business is its most profitable segment, so it's critical to maintain leadership in that area. Investors are betting that Ford Pro can continue to grow along...
Northrim BanCorp ( NRIM ) declares $0.16/share quarterly dividend , in line with previous. Forward yield 2.59% Payable June 18; for shareholders of record June 11; ex-div June 11. See NRIM Dividend Scorecard, Yield Chart, & Dividend Growth. More on Northrim BanCorp Northrim BanCorp Is Still Worth Banking On Northrim BanCorp: Attractive Valuation Amid Geopolitical Uncertainty Seeking Alpha’s Quant ...
Northrim BanCorp ( NRIM ) declares $0.16/share quarterly dividend , in line with previous. Forward yield 2.59% Payable June 18; for shareholders of record June 11; ex-div June 11. See NRIM Dividend Scorecard, Yield Chart, & Dividend Growth. More on Northrim BanCorp Northrim BanCorp Is Still Worth Banking On Northrim BanCorp: Attractive Valuation Amid Geopolitical Uncertainty Seeking Alpha’s Quant Rating on Northrim BanCorp Historical earnings data for Northrim BanCorp Dividend scorecard for Northrim BanCorp
It is the end of an idiom for motivational speakers. Instead of shooting for the moon when pursuing life’s goals, researchers say people should be advised to aim a little lower if they want the best outcome. The tip may lack the punch of uncompromising drive, but aiming for merely above average tends to work out better, according to a mathematical model the team created to explore how ambition pan...
It is the end of an idiom for motivational speakers. Instead of shooting for the moon when pursuing life’s goals, researchers say people should be advised to aim a little lower if they want the best outcome. The tip may lack the punch of uncompromising drive, but aiming for merely above average tends to work out better, according to a mathematical model the team created to explore how ambition pans out. For those who want more mathematics in their lives, the model provides a guiding principle for situations as varied as knowing what salary to settle for and which flat to rent, to whether it is best to take the first parking space you find or hold out for a better one. It might even help in the dating game. Matt Burgess, an economist at the University of Wyoming, said the model provided a mathematical basis for conventional wisdom, with some important modifications. “We hear this conflicting advice where on the one hand, we don’t want to settle for what we have, but on the other, we don’t want to chase the unachievable and be disappointed,” he said. “The core insight from our work is that you’re going to be best off, typically, if you try to do better than average, but not infinitely well.” Burgess and his colleagues delved into the mechanics of ambition after earlier work found that fisheries performed best when boats stopped searching for more fish once they reached higher-than-average catches. They wanted to see if the mathematics supported the strategy in other realms of life, too. In the model, agents represent people who are searching for a particular reward and have a threshold for what will satisfy them. An example would be hunting for a job with a particular salary. As the model runs, agents reject offers that are below their threshold and accept those that clear the bar. To explore different scenarios, the researchers played around with the thresholds and offers agents received. In some cases, high rewards were rare – mimicking the odds, for example, of an ...
Cheniere Energy Partners已与柏克德能源公司就路易斯安那州萨宾帕斯LNG扩建项目一期工程签署了总价交钥匙工程、采购和建设(EPC)合同,并发布了有限开工通知,允许启动早期工程和采购工作。 该协议涵盖扩建项目一期工程,包括7号生产线、一套蒸发气再液化装置以及与现有萨宾帕斯LNG终端相连的配套基础设施。 预计一期工程的LNG年产能将超过600万吨(含估算的消瓶颈改造产能)。整个萨...
Rivian Automotive (RIVN) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this a manufacturer of motor vehicles and passenger cars have returned -25.2%, compared to the Zacks S&P 500 composite's +5.4% change. During this period, the Zacks...
Rivian Automotive (RIVN) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this a manufacturer of motor vehicles and passenger cars have returned -25.2%, compared to the Zacks S&P 500 composite's +5.4% change. During this period, the Zacks Automotive - Domestic industry, which Rivian Automotive falls in, has gained 1.8%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Revisions to Earnings Estimates Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. For the current quarter, Rivian Automotive is expected to post a loss of $0.89 per share, indicating a change of +25.2% from the year-ago quarter. The Zacks Consensus Estimate has changed -1.4% over the last 30 days. For the current fiscal year, the consensus earnings estimate of -$4 points to a change of +18% from the prior year. Over the last 30 days, this e...
Constellation Energy Corporation (CEG) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this company have returned +1% over the past month versus the Zacks S&P 500 composite's +3.8% change. The Zacks Alternative Energy - Other industry, to which...
Constellation Energy Corporation (CEG) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Shares of this company have returned +1% over the past month versus the Zacks S&P 500 composite's +3.8% change. The Zacks Alternative Energy - Other industry, to which Constellation Energy Corporation belongs, has lost 1.8% over this period. Now the key question is: Where could the stock be headed in the near term? While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. Earnings Estimate Revisions Rather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For the current quarter, Constellation Energy Corporation is expected to post earnings of $1.87 per share, indicating a change of -27% from the year-ago quarter. The Zacks Consensus Estimate has changed +3% over the last 30 days. For the current fiscal year, the consensus earnings estimate of $7.65 points to a change of +52.7% from the prior year. Over the last 30 days, this estimate has change...
Caterpillar (CAT) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this construction equipment company have returned -2.5% over the past month versus the Zacks S&P 500 composite's +1.1% change. The Zacks Manufacturing - Construction and Mining industry, to wh...
Caterpillar (CAT) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this construction equipment company have returned -2.5% over the past month versus the Zacks S&P 500 composite's +1.1% change. The Zacks Manufacturing - Construction and Mining industry, to which Caterpillar belongs, has lost 1% over this period. Now the key question is: Where could the stock be headed in the near term? While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. Revisions to Earnings Estimates Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Caterpillar is expected to post earnings of $4.99 per share for the current quarter, representing a year-over-year change of -4.6%. Over the last 30 days, the Zacks Consensus Estimate has changed -0.5%. For the current fiscal year, the consensus earnings estimate of $21.68 points to a change of +2.2% from the prior year. Over the last 30 days, this estimate has changed -1.1%. For the next fiscal year, the con...
Visa (V) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this global payments processor have returned -1.8%, compared to the Zacks S&P 500 composite's +3.8% change. During this period, the Zacks Financial Transaction Servic...
Visa (V) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this global payments processor have returned -1.8%, compared to the Zacks S&P 500 composite's +3.8% change. During this period, the Zacks Financial Transaction Services industry, which Visa falls in, has lost 0.3%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Revisions to Earnings Estimates Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. Visa is expected to post earnings of $2.41 per share for the current quarter, representing a year-over-year change of +11.6%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged. For the current fiscal year, the consensus earnings estimate of $9.94 points to a change of +13.3% from the prior year. Over the last 30 days, this estimate has remained unchanged. For the next fisc...
A man, a woman and a child died after falling from a high-rise block of flats in south London on Wednesday, the Metropolitan police have said. Scotland Yard said officers were called at 7.29am to reports that people had fallen from a height in Elephant and Castle. The three people had died at the scene despite attempts to resuscitate and the deaths were currently being treated as “unexpected”, the...
A man, a woman and a child died after falling from a high-rise block of flats in south London on Wednesday, the Metropolitan police have said. Scotland Yard said officers were called at 7.29am to reports that people had fallen from a height in Elephant and Castle. The three people had died at the scene despite attempts to resuscitate and the deaths were currently being treated as “unexpected”, the force said. No other injuries have been reported. A London ambulance service spokesperson said: “We were called at 7.31am on Wednesday 27 May to reports of an incident on Churchyard Row, SE11. “We sent a number of resources to the scene including ambulance crews, a paramedic in a fast response car, an incident response officer and paramedics from our hazardous area response team (Hart). We also dispatched a trauma team in a car from London’s Air Ambulance. “Our first paramedic arrived in around four minutes. Very sadly, despite the best efforts of our crews, three people were pronounced dead the scene.”