Banco Santander SA plans to issue a significant risk transfer tied to a portfolio of global corporate loans as the Spanish bank takes advantage of strong investor demand for the instruments. The lender is discussing with investors an SRT tied to roughly €3.3 billion ($3.8 billion) of loans, about 40% of which consists of financing for companies in the US, according to people familiar with the matt...
Banco Santander SA plans to issue a significant risk transfer tied to a portfolio of global corporate loans as the Spanish bank takes advantage of strong investor demand for the instruments. The lender is discussing with investors an SRT tied to roughly €3.3 billion ($3.8 billion) of loans, about 40% of which consists of financing for companies in the US, according to people familiar with the matter who asked not to be identified because the deal is private. SRTs help banks free up capital and offer investors coupons that frequently exceed 10% at current benchmark interest rates. Activity in the market remains buoyant even as conflict in the Middle East strains the global economy. Goldman Sachs Group Inc. , BNP Paribas SA and Toronto-Dominion Bank , among others, have recently discussed similar transactions as a way of offloading a portion of the default risk on loan portfolios to hedge funds and other investors. Santander is Pitching Buy Now, Pay Later Loan Risk to Investors A representative for Santander declined to comment. Santander used SRTs to hedge risks on 21% of its corporate loans in 2025, according to data compiled by Bloomberg, and it kept up a similar pace in the first quarter of this year. It recently pitched an SRT tied to loans made by its digital banking arm Openbank to clients in Germany, Bloomberg reported earlier this month, and has also been working on transactions to offload risk on some loans to Spanish small and mid-size enterprises.
The United States market has experienced a robust performance, with a 1.2% increase over the last week and a substantial 29% rise over the past year, while earnings are anticipated to grow by 17% annually in the coming years. In this environment, growth companies with significant insider ownership can be particularly appealing as they often align management interests with shareholder value and may...
The United States market has experienced a robust performance, with a 1.2% increase over the last week and a substantial 29% rise over the past year, while earnings are anticipated to grow by 17% annually in the coming years. In this environment, growth companies with significant insider ownership can be particularly appealing as they often align management interests with shareholder value and may indicate confidence in the company's future prospects. Top 10 Growth Companies With High Insider Ownership In The United States Name Insider Ownership Earnings Growth Zscaler (ZS) 35.2% 49.9% Uxin (UXIN) 33.4% 74.1% Upstart Holdings (UPST) 13.2% 58.1% KVH Industries (KVHI) 16.3% 146.1% Karman Holdings (KRMN) 15.6% 52.6% EHang Holdings (EH) 30.1% 55.4% Corcept Therapeutics (CORT) 11.8% 48.7% Astera Labs (ALAB) 11.1% 31.5% AppLovin (APP) 27.4% 21.7% Abeona Therapeutics (ABEO) 16.7% 32.9% Click here to see the full list of 175 stocks from our Fast Growing US Companies With High Insider Ownership screener. Here's a peek at a few of the choices from the screener. Simply Wall St Growth Rating: ★★★★☆☆ Overview: Strive Asset Management, LLC is a privately owned investment manager with a market cap of approximately $1.33 billion. Operations: The company generates revenue primarily from its Asset Management segment, which accounts for $5.57 million. Insider Ownership: 16% Strive Asset Management, LLC's revenue is expected to grow at 14.7% annually, surpassing the US market average of 11.7%. Despite a significant net loss of US$265.91 million in Q1 2026 and high share price volatility, analysts project profitability within three years with earnings growth forecasted at 143.7% per year. Recent financial challenges include goodwill impairments totaling US$140.79 million, yet insider ownership remains stable with no substantial recent trading activity reported. ASST Ownership Breakdown as at May 2026 Simply Wall St Growth Rating: ★★★★☆☆ Overview: Amtech Systems, Inc. manufactures and se...
Ferrari’s share price has dropped after it revealed a long-awaited first electric vehicle, with a minimalist look created by former Apple design chief Jony Ive that departs from the Italian manufacturer’s petrol sportscars. The Luce, starting at $640,000 (£545,000), has a range of 329 miles (530km) thanks to its battery capacity of 122 kilowatt hours, the company said, with four motors that can ac...
Ferrari’s share price has dropped after it revealed a long-awaited first electric vehicle, with a minimalist look created by former Apple design chief Jony Ive that departs from the Italian manufacturer’s petrol sportscars. The Luce, starting at $640,000 (£545,000), has a range of 329 miles (530km) thanks to its battery capacity of 122 kilowatt hours, the company said, with four motors that can accelerate from 0 to 100km/h in 2.5 seconds, with a top speed of more than 310km/h (193mph). The launch was hotly anticipated, given the world’s most valuable sportscar maker’s totemic status among car and Formula One racing fans. However, the Luce’s saloon-like design immediately proved divisive, with some analysts questioning whether it lived up to Ferrari’s sportscar heritage. The carmaker’s share price dropped by as much as 8% in morning trading on Tuesday in Milan, before recovering to a 6% decline, suggesting investors were unsure whether it would prove to be a hit. The carmaker, which produces all its cars in Maranello, northern Italy, was valued at €56bn (£48bn) before the launch. The Luce is the first Ferrari to have five seats, and only the second to have four doors, suggesting it is pitched towards super-wealthy families rather than sportscar enthusiasts. Ferrari’s other four-door model is the Purosangue, an SUV launched in 2022. Ferrari, founded in 1939, said the car’s design was “simplified and rationalised in service of the driving experience”, and emphasised that was creating an “entirely new Ferrari”. The company last year scaled back its ambitions to shift from petrol to electric. It is aiming to have a 2030 lineup of 40% internal combustion engine models, 40% hybrids and 20% fully-electric. In 2022 it had planned for 40% electric, 40% hybrids and 20% petrol models by 2030. View image in fullscreen The Luce was developed in partnership with Jony Ive’s LoveFrom studio. Photograph: Ferrari/Reuters Benedetto Vigna, the Ferrari chief executive, said: “We are conv...
If following a football club can be a rollercoaster, this season has been the equivalent of the Oblivion ride at Alton Towers for Crystal Palace supporters. The ride offers “physical trauma, psychological breakdown and chaos”. Palace fans have been through all that and more over the last 12 months. It all started when the club won the FA Cup for the first time, beating Manchester City 1-0 at Wembl...
If following a football club can be a rollercoaster, this season has been the equivalent of the Oblivion ride at Alton Towers for Crystal Palace supporters. The ride offers “physical trauma, psychological breakdown and chaos”. Palace fans have been through all that and more over the last 12 months. It all started when the club won the FA Cup for the first time, beating Manchester City 1-0 at Wembley last May. The mixture of elation, euphoria, disbelief and relief lasted for days, weeks, months and still lives on a year later. After that long-awaited first major trophy was secured, the realisation sank in that there would be a European campaign to enjoy. The Europa League beckoned, heady days indeed. Deep down there was a nagging feeling that this somehow was not real and, sure enough, the lightning bolt landed courtesy of Uefa and Evangelos Marinakis. The Nottingham Forest owner suggested Palace had not conformed to the rules regarding multiclub ownership as one of the club’s shareholders, John Textor, had a stake in Lyon. Uefa agreed and Palace were removed from the Europa League and jettisoned into the lesser Conference League. Palace fans were devastated, especially as our place in the Europa League was given to Forest. The Palace owner, Steve Parish, launched an appeal, backed by some vociferous protests from Palace fans, led by the Holmesdale Fanatics, which included taking a suitcase of cash to Uefa’s headquarters and spawned a new ditty “Fuck Uefa” that would get plenty of airing. This was all to no avail. Not only did we have to make do with a place in the less prestigious competition but also we had to qualify for the group stage. Spirits were raised when Palace beat Liverpool on penalties to add the Community Shield to a trophy cabinet that was suddenly bursting. Palace were installed as favourites for the Conference League, which felt odd for a club that thrives as underdogs. The pressure showed. The first leg of the playoffs against Norwegian club Fredri...
grandriver/E+ via Getty Images Production-Focused Strategy Is A Key Ranger Energy Services ( RNGR ) is carving out a way from its AWS-acquisition-benefit-based engine and establishing a solid base in production servicing. I discussed my thesis in my previous article in January 2026. The company sees long-term efficiency and margin boost from its high-spec rigs, including the ECHO hybrid rig fleet....
grandriver/E+ via Getty Images Production-Focused Strategy Is A Key Ranger Energy Services ( RNGR ) is carving out a way from its AWS-acquisition-benefit-based engine and establishing a solid base in production servicing. I discussed my thesis in my previous article in January 2026. The company sees long-term efficiency and margin boost from its high-spec rigs, including the ECHO hybrid rig fleet. Of course, it will continue to have aid from the previous acquisition synergies (in AWS) and operational diversification across the key US shale basins. Investors may note that RNGR provides high-specification well-service rigs, wireline services, and complementary services to the E&P operators in the US. The above-mentioned strategies will boost RNGR’s EBITDA margin in the medium term. But it will not come without the associated challenges. Completion and wireline activity will remain uneven (meaning operators’ spending concerns will persist) despite the energy price rises. Managing working capital load is another area where Ranger will face challenges. Negative cash flows can complicate its balance sheet strength, which is already more leveraged than at the start of the year. The stock price, however, has some room to rally as its relative valuation remains underpriced compared to its peers. So, I maintain my “Buy” call. Key Drivers & Strategies Seeking Alpha I see that in the current energy environment, operators in the mature basin are focusing on maximizing existing production. As a result, the demand for high-spec workover rigs is increasing. This is reflected in higher rig rates for RNGR. The company also advanced its ECHO hybrid-electric rig strategy, which resulted in new fleet additions. Such ECHO rigs can improve fuel efficiency and lower emissions. The AWS acquisition, which I discussed in my previous article , adds scale to Ranger’s position. With increasing cross-selling opportunities, scale advantages, and the AWS integration coming into full effect, I also ...
Key Points Deckers' Ugg and Hoka brands continue to see solid growth. As Hoka's growth has settled into a more mature range, Deckers' stock is now trading at a much more attractive valuation. 10 stocks we like better than Deckers Outdoor › Deckers Outdoor (NYSE: DECK) has been a compelling investment story over the past decade, with its share price up more than 1,000% during that stretch. However,...
Key Points Deckers' Ugg and Hoka brands continue to see solid growth. As Hoka's growth has settled into a more mature range, Deckers' stock is now trading at a much more attractive valuation. 10 stocks we like better than Deckers Outdoor › Deckers Outdoor (NYSE: DECK) has been a compelling investment story over the past decade, with its share price up more than 1,000% during that stretch. However, despite continued solid sales growth, the stock has largely been running in place this year and is down nearly 20% over the past year. It's also down more than half from its January 2025 highs. Let's dig into the footwear company's latest results to see if now is the time to buy the stock. 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 » Deckers Outdoor still generates solid sales Deckers has long been known for its popular Ugg boots, but a small $1.1 million acquisition in 2012 for Hoka One added a second powerful brand to its lineup. In fact, it is arguably one of the best-ever acquisitions in the footwear space. Meanwhile, both brands continue to see strong growth. For its recently reported fiscal fourth quarter of 2026 (ending March 31), Deckers grew its sales by 9.6% year over year to $1.11 billion, while earnings per share (EPS) fell 4% to $0.96. That topped analysts' estimates for EPS of $0.83 on revenue of $1.09 billion. Domestic sales edged up 0.3% to $649.8 million, while international sales surged 25.5% to $469.5 million. Direct-to-consumer revenue rose 13.2% to $464.4 million, with comparable sales up 8.2%. Wholesale revenue, meanwhile, rose by 7.1% to $654.9 million. The results were driven by Deckers' commitment to Hoka's international expansion. It plans to open 20 to 25 stores annually moving forward and to continue building brand awareness in Europe and China. It also plans to selectively...
Williams-Sonoma Today WSM Williams-Sonoma $196.28 +3.78 (+1.96%) 52-Week Range $152.20 ▼ $222.00 Dividend Yield 1.35% P/E Ratio 21.98 Price Target $207.94 Add to Watchlist Williams-Sonoma NYSE: WSM faces headwinds like any retailer this year, but it has several things going for it that most retailers don’t. Williams-Sonoma’s brand quality, growing portfolio, and consumer segment position it for st...
Williams-Sonoma Today WSM Williams-Sonoma $196.28 +3.78 (+1.96%) 52-Week Range $152.20 ▼ $222.00 Dividend Yield 1.35% P/E Ratio 21.98 Price Target $207.94 Add to Watchlist Williams-Sonoma NYSE: WSM faces headwinds like any retailer this year, but it has several things going for it that most retailers don’t. Williams-Sonoma’s brand quality, growing portfolio, and consumer segment position it for strength across all cycles, particularly in its cash flow and capacity for capital returns. Add in forward-looking, industry-savvy management, and the stage is set for outperformance and an uptrending stock price. The 2026 price action put this market in the Buy Zone ahead of the Q1 earnings release, and the release triggered a Buy signal, with the potential to set fresh highs. Get Williams-Sonoma alerts: Sign Up Williams-Sonoma: Cautious Guidance Stands Out Williams-Sonoma had a solid Q1, with revenue up 4.3% to $1.85 billion. The top-line outperformance is slim but is compounded by internal metrics, including comp strength and margin. The company reported growth across all brands and segments, led by an 8.5% increase at West Elm, followed by a 5% increase at Williams-Sonoma, a 4.5% increase at Pottery Barn Kids, and a 1% increase at Pottery Barn. Strength was also noted in retail and direct-to-consumer channels. Margin news was mixed, but favorable to investors. The company experienced gross margin pressure to the tune of 30 basis points (bps) and higher SG&A expenses. The caveat is that gross margin impairment and expense increases were lower than expected, leaving net income down year over year (YOY) but well ahead of consensus forecasts. The critical detail is that net income and cash flow are sufficient to sustain the robust capital return, and that GAAP earnings of $1.93 are approximately 500 basis points above MarketBeat’s reported consensus and up from last year. Guidance was a catalyst for the market. The company chose to reaffirm its previous guidance, despite the ...
jetcityimage/iStock Editorial via Getty Images Eli Lilly ( LLY ) announced that its gene editing candidate VERVE-102, added from its $1.3B acquisition of Verve Therapeutics last year, caused up to a 62% average decline in low-density lipoprotein cholesterol, also known as “bad cholesterol," in an early-stage trial. Over a follow-up period of up to 18 months, the one-time infusion at doses ranging ...
jetcityimage/iStock Editorial via Getty Images Eli Lilly ( LLY ) announced that its gene editing candidate VERVE-102, added from its $1.3B acquisition of Verve Therapeutics last year, caused up to a 62% average decline in low-density lipoprotein cholesterol, also known as “bad cholesterol," in an early-stage trial. Over a follow-up period of up to 18 months, the one-time infusion at doses ranging from 0.3 mg/kg to 1.0 mg/kg delivered mean LDL-C reductions of 9% to 62%, respectively, in its Phase 1b Heart-2 trial, the Indiana-based drugmaker said. The base-editing medicine is designed to reduce LDL-C levels and turn off the PCSK9 gene, which is believed to cause higher LDL-C levels and thereby increase the risk of heart attacks when that gene is not turned off naturally. The interim analysis of 35 patients also indicated that mean reductions in PCSK9 ranged from 51% to 88% in response to VERVE-102 at 0.3 mg/kg to 1.0 mg/kg doses, respectively. There were no treatment‑related serious adverse events or dose‑limiting toxicities. The open-label trial designed to evaluate the safety, tolerability, and pharmacodynamics of VERVE-102 in adults with heterozygous familial hypercholesterolemia or premature coronary artery disease is ongoing. Based on the results, the company plans to begin enrollments for a Phase 2 study of VERVE-102 by the end of 2026. More on Eli Lilly Eli Lilly: Novo Nordisk Was Just A Warm-Up Eli Lilly Is A Buy (Technical Analysis) Eli Lilly: 'Strong Buy' Raised Revenue Guidance By $2 Billion For 2026 And Label Expansions Lilly to acquire three vaccine developers in deals worth up to $4B Largest 10 companies reshuffle as Nvidia claims top spot in Russell reconstitution
最近,一个叫Polsia的AI创业项目,在硅谷有点声响。 原因很简单:它几乎把“一人公司(OPC)”的概念,推到了极致。 根据创始人Ben Cera公开信息,Polsia成立于2025年底,上线至今仅约5个月。就在这短短几个月里,它已经完成3000万美元(约2.16亿元人民币)融资,估值达到2.5亿美元(约18亿元人民币)。投资方包括Sound Ventures、True Ventures等硅谷VC。 更夸张的是:Ben自称,整个公司只有他1个人,没有正式员工;而Polsia的ARR(Annual Run Rate,年化收入运行率)已经接近1000万美元(约7200万元人民币)。 在AI圈,这种组合几乎自带流量:1个人、AI自动运营、近千万美元ARR、数亿美元估值。 很多人第一反应是:这到底是AI革命,还是大型行为艺术? 什么业务?AI替你开公司 Polsia最核心的一句话是:“AI That Runs Your Company While You Sleep(AI在你睡觉时替你运营公司)。” 过去AI产品大多是AI写文案、AI做设计、AI写代码、AI客服,本质上还是“工具”。 但Polsia想做的是“AI员工团队”。 用户只需要输入一个创业idea,后面的事情AI自己干,比如做市场调研、写代码、搭网站、投Meta广告、发冷邮件、做客服、跑增长、修Bug、优化转化率。 该公司的官网界面(已经翻译) Ben Cera把它定义为“端到端运营公司的Agent编排系统”。 简单理解:如果说Shopify是帮你开网店的平台,那么Polsia更像是“帮你直接开一家自动运营的AI公司”。 Polsia最有意思的不是“AI开公司”,而是它设计了一套“AI替你赚钱,它再从中抽成”的模式。这和传统AI SaaS完全不同。 过去大部分AI产品赚钱逻辑很简单:每月订阅、按Token收费、按调用量收费。但Polsia不满足于卖工具,它想做的是“AI替你运营公司,AI帮你赚钱,平台再抽成”。 怎么赚钱?AI替你赚钱再抽成 目前Polsia主要有三块收入。 第一块是订阅费。用户每月支付49美元,平台会自动给你建网站、配数据库、配邮件系统、配营销系统、配广告账户、配AI员工,相当于“49美元租一个AI创业团队”。 根据创始人Ben Cera公开说法,Polsia上线5个月后已经有约7600个客户在...