Chevron, Microsoft, and Engine No. 1 are negotiating a $7B, 2,500 MW natural gas plant in West Texas — one of the biggest in the U.S. — to power AI data centers.
Chevron, Microsoft, and Engine No. 1 are negotiating a $7B, 2,500 MW natural gas plant in West Texas — one of the biggest in the U.S. — to power AI data centers.
Zolak BofA's equity team has updated its list of the stocks with the most net relative exposure in hedge funds. The most crowded names are: Company (Ticker) HF Net Relative Weight Incyte Corporation ( INCY ) 26.92 Centene Corporation ( CNC ) 20.34 Hologic, Inc. ( HOLX ) 15.74 VeriSign, Inc. ( VRSN ) 14.91 Match Group, Inc. ( MTCH ) 14.14 News Corporation Class A ( NWSA ) 14.07 J.B. Hunt Transport ...
Zolak BofA's equity team has updated its list of the stocks with the most net relative exposure in hedge funds. The most crowded names are: Company (Ticker) HF Net Relative Weight Incyte Corporation ( INCY ) 26.92 Centene Corporation ( CNC ) 20.34 Hologic, Inc. ( HOLX ) 15.74 VeriSign, Inc. ( VRSN ) 14.91 Match Group, Inc. ( MTCH ) 14.14 News Corporation Class A ( NWSA ) 14.07 J.B. Hunt Transport Services, Inc. ( JBHT ) 13.33 Las Vegas Sands Corp. ( LVS ) 12.83 PG&E Corporation ( PCG ) 12.50 GoDaddy, Inc. Class A ( GDDY ) 11.81 Electronic Arts Inc. ( EA ) 11.75 Kenvue, Inc. ( KVUE ) 11.41 Carvana Co. Class A ( CVNA ) 10.66 Southwest Airlines Co. ( LUV ) 10.20 United Airlines Holdings, Inc. ( UAL ) 9.88 Qnity Electronics, Inc. ( Q ) 9.84 Sandisk Corp ( SNDK ) 9.72 Hasbro, Inc. ( HAS ) 9.35 Solventum Corporation ( SOLV ) 9.25 Ralph Lauren Corporation Class A ( RL ) 9.18 Click to enlarge More on the markets Stasis In The U.S. Labor Market: A Peculiar Situation The Market Can Still Climb This Wall Of Worry - But Not Yet The Market's Big Problem Is Persistence Global current account imbalances reach near-historic highs, BoE warns SA analyst says news cycles are driving markets as stocks jump on Iran de-escalation hopes
Robo.ai ( AIIO ) plans to implement a 1-for-20 reverse stock split of all classes of its ordinary shares, including the Class A ordinary shares and the publicly traded Class B ordinary shares, on April 6, 2026. The reverse stock split is being implemented to regain compliance with the US$1.00 minimum bid price requirement for continued listing on the Nasdaq Capital Market with respect to the compa...
Robo.ai ( AIIO ) plans to implement a 1-for-20 reverse stock split of all classes of its ordinary shares, including the Class A ordinary shares and the publicly traded Class B ordinary shares, on April 6, 2026. The reverse stock split is being implemented to regain compliance with the US$1.00 minimum bid price requirement for continued listing on the Nasdaq Capital Market with respect to the company's Class B ordinary shares. Before the reverse stock split, there were 36.35M Class A ordinary shares and 355.75M Class B ordinary shares. After the reverse stock split, there will be 1.8M Class A ordinary shares and 17.78M Class B ordinary shares. AIIO shares fell -15.9% premarket to $0.090. More on Robo.ai Inc. Financial information for Robo.ai Inc.
Company seeks to reassure investors that bet on artificial intelligence infrastructure will pay off Oracle is cutting thousands of jobs as the US technology company seeks to reassure investors that its bet on AI infrastructure will pay off. The $420bn firm, headquartered in Austin, Texas, started letting employees go on Tuesday, with thousands of Oracle’s 160,000-strong workforce expected to leave...
Company seeks to reassure investors that bet on artificial intelligence infrastructure will pay off Oracle is cutting thousands of jobs as the US technology company seeks to reassure investors that its bet on AI infrastructure will pay off. The $420bn firm, headquartered in Austin, Texas, started letting employees go on Tuesday, with thousands of Oracle’s 160,000-strong workforce expected to leave. Continue reading...
syahrir maulana/iStock via Getty Images By William O'Malley, Regional Director Every March people around the country start talking about their brackets. Most are referring to their basketball tournament bracket, hoping to predict the winners and maybe earn some office bragging rights. While managing that bracket might get you some office accolades—or a few extra dollars—managing your tax bracket c...
syahrir maulana/iStock via Getty Images By William O'Malley, Regional Director Every March people around the country start talking about their brackets. Most are referring to their basketball tournament bracket, hoping to predict the winners and maybe earn some office bragging rights. While managing that bracket might get you some office accolades—or a few extra dollars—managing your tax bracket could have a greater impact on your financial lifetime over time. Unfortunately, I can’t help you pick the winning team this year. But I can offer a few thoughts on something potentially more valuable: how thoughtful tax planning can potentially help investors better manage their tax brackets. Understanding the tax bracket "playbook" Over the course of your tax-paying lifetime, two things are likely to change: your tax bracket and the tax code. While investors can’t control future changes to tax policy, thoughtful planning may help manage how income and investment gains are taxed over time. For most taxpayers, the IRS generally separates taxable earnings into two primary buckets for most taxpayers: ordinary income and capital gains. Ordinary income typically includes wages, interest income from banks or bonds, IRA or 401(k) withdrawals, short-term capital gains as well as less common sources of income. Capital gains, on the other hand, represent profits from selling investments such as stocks, mutual funds or ETFs. These gains are generally reported on tax forms such as the 1099-DIV or 1099-B. One of the primary goals of investing is to grow and preserve wealth over time. However, maximizing the potential growth of taxable (non-qualified) assets often requires a different approach than investing through qualified assets. Why? Qualified assets and accounts, such as IRAs and 401(k)s, ‘qualify’ for special treatment by the IRS via tax-deferred growth and tax deductions. Non-qualified assets and accounts are not so lucky, which means how investment returns are generated—and when...
Investors can gain exposure to precious metals such as gold, silver, platinum and palladium through numerous investment products, including futures, mining stocks, mutual funds and exchange-traded products (ETPs). But some investors might choose to invest directly in physical pre
Investors can gain exposure to precious metals such as gold, silver, platinum and palladium through numerous investment products, including futures, mining stocks, mutual funds and exchange-traded products (ETPs). But some investors might choose to invest directly in physical pre
Oil prices remain elevated despite this week's drop, with equities still pricing in inflationary risks. Bloomberg's Morwenna Coniam joins Laura Davison, Emma Ross-Thomas and Vonnie Quinn on "Bloomberg Brief." (Source: Bloomberg)
Oil prices remain elevated despite this week's drop, with equities still pricing in inflationary risks. Bloomberg's Morwenna Coniam joins Laura Davison, Emma Ross-Thomas and Vonnie Quinn on "Bloomberg Brief." (Source: Bloomberg)
Vladimir Razguliaev/iStock via Getty Images XIC:CA At A Glance The iShares Core S&P/TSX Capped Composite Index ETF ( XIC:CA ) is a passively managed exchange-traded fund (also known as an ETF) with a NAV of ~$26Bn CAD that invests in listed stocks across all market cap sizes in the Canadian market. BlackRock's passive offering is very liquid, tracks the S&P/TSX composite very closely, and has a sm...
Vladimir Razguliaev/iStock via Getty Images XIC:CA At A Glance The iShares Core S&P/TSX Capped Composite Index ETF ( XIC:CA ) is a passively managed exchange-traded fund (also known as an ETF) with a NAV of ~$26Bn CAD that invests in listed stocks across all market cap sizes in the Canadian market. BlackRock's passive offering is very liquid, tracks the S&P/TSX composite very closely, and has a small expense ratio, making it an easy way to get full exposure across small-, mid-, and large-cap Canadian stocks. This article seeks to compare this offering with some other larger ETF fund offerings that cover the TSX 60 or the FTSE Canada All Cap Index. XIC:CA's benchmark target is the S&P/TSX Capped Composite, and after further review, I believe that XIC:CA is a great way to get significant exposure to Canadian equity. I recently wrote about this article in January, and since then, the Canadian market has surprisingly held up, besting SPY by over 700 basis points in the past three months, as oil prices have surged and Canada continues to build global alliances after receiving vitriol from the U.S. I think there is great momentum in Canada, and investment stability is now ensured, with the Carney government passing its comprehensive budget recently. The Canadian market soared in 2025, buoyed by expansionary policy under Mark Carney, focusing on productive sectors like infrastructure, mining, and defense, areas that were forgotten or even attacked under the Trudeau administration. Meanwhile, the fund itself has not materially deviated from its benchmark and is a replication fund, which means it will track the index very closely. While XIU:CA or VCN:CA are other similar solid alternatives, if investors want to get exposure to Canadian equity without excessive fund manager fees, XIC:CA is a solid choice. Q2 2026 Outlook XIC:CA was launched on Feb. 16, 2001, by BlackRock to provide long-term capital growth by replicating the performance of the S&P/TSX Capped Composite Index a...
In late March 2026, NVIDIA announced it will invest US$2.00 billion in Marvell Technology and deepen their partnership to link Marvell’s custom XPUs and networking products into the NVLink Fusion AI factory and AI‑RAN ecosystems. This move extends NVIDIA’s reach further into data center and telecom hardware, tying third‑party silicon more tightly to its AI infrastructure stack and software platfor...
In late March 2026, NVIDIA announced it will invest US$2.00 billion in Marvell Technology and deepen their partnership to link Marvell’s custom XPUs and networking products into the NVLink Fusion AI factory and AI‑RAN ecosystems. This move extends NVIDIA’s reach further into data center and telecom hardware, tying third‑party silicon more tightly to its AI infrastructure stack and software platforms. We’ll now examine how deepening the NVLink Fusion ecosystem through Marvell’s custom silicon...
GE Vernova (NYSE:GEV) is supplying turbines for new natural gas power plants developed by Chevron and Engine No. 1 to support Microsoft’s AI focused data centers. The company reports a record backlog in its Power and Electrification segments, tied to projects for utilities and technology customers. Order activity reflects demand for electrification and grid modernization linked to rising AI and da...
GE Vernova (NYSE:GEV) is supplying turbines for new natural gas power plants developed by Chevron and Engine No. 1 to support Microsoft’s AI focused data centers. The company reports a record backlog in its Power and Electrification segments, tied to projects for utilities and technology customers. Order activity reflects demand for electrification and grid modernization linked to rising AI and data infrastructure needs. For investors watching how AI affects real world infrastructure, GE...
_ultraforma_/iStock Unreleased via Getty Images Citigroup Inc. ( C ) has substantially outpaced its banking peers in price return over the past year. The large-cap diversified bank has returned over 55%, more than double any other of the banking giants. They provide services to corporations, governments, and consumers across more than 180 countries through their five core segments in services, mar...
_ultraforma_/iStock Unreleased via Getty Images Citigroup Inc. ( C ) has substantially outpaced its banking peers in price return over the past year. The large-cap diversified bank has returned over 55%, more than double any other of the banking giants. They provide services to corporations, governments, and consumers across more than 180 countries through their five core segments in services, markets, banking, wealth, and personal banking. They have broad exposure to both institutional and retail financial activity and have seen net interest gains in this elevated interest period since the pandemic. Seeking Alpha The stock is a little overvalued compared to peers but not necessarily based on its own past. I have C on hold. Citi has overachieved in growth but lacks largely on profitability and Return on Tangible Common Equity (ROTCE), leaving me to believe a pullback could be in sight for the stock. The economic outlook is unknown and always needs to be a concern to investors in the finance sector. Growth Okay Stock Story C has seen a 6% annualized return of net interest income (NII) over the past five years, which has not been a home run for the company but has been consistent recently and in line to higher than peers. Management expects another 5-6% YoY gain in 2026, with loan expansion and reinvestment income leading the charge this year. Their 2025 NII growth has held strong while some peers lacked consistency. Average loans were a difference maker for C, as they saw a 25% increase last year and look to keep that momentum going into a potentially higher demand season if interest rates drop. Adjusted earnings have grown significantly for C and reached $7.50 for 2025. Seeking Alpha analysts are estimating $10.24 for 2026, for a huge 36% uptick. In the event of declining rates, NII can often get hit hard in the banking world. Management has noted they intend to reinvest securities into higher-yielding assets to offset any countering fall in rates. Margins Mixed Gur...