Gargolas/iStock via Getty Images Ameren ( AEE ) up 0.7% in Thursday's trading as J.P. Morgan upgrades shares to Overweight from Neutral with a $126 price target, edged up from $120, saying the utility is among those best positioned to benefit from the massive artificial intelligence data center buildout. "With data center data points piling up, we have higher confidence in the company's growth out...
Gargolas/iStock via Getty Images Ameren ( AEE ) up 0.7% in Thursday's trading as J.P. Morgan upgrades shares to Overweight from Neutral with a $126 price target, edged up from $120, saying the utility is among those best positioned to benefit from the massive artificial intelligence data center buildout. "With data center data points piling up, we have higher confidence in the company's growth outlook and see the potential for the [earnings per share compound annual growth rate] to inflect higher," JPM analyst Jeremy Tonet writes, adding that recent transmission project wins accentuate the strong growth potential. The regulatory environment in Missouri, where Ameren ( AEE ) is based, is "very constructive" for data centers — without an impending gubernatorial election to generate political risk — wherelarge load tariffs, rate design, and SB4 implementation aid affordability and all stakeholders, according to Tonet. Finally, Moody's recently lowered downgrade threshold provides incremental flexibility that leaves Ameren's ( AEE ) balance sheet well positioned, Tonet says. " We find AEE a compelling story that should command a top-tier premium amidst positive catalyst execution and lack of political/regulatory downside risk that afflict many peers," the analyst writes. More on Ameren Ameren Presents at 2026 American Gas Association Financial Forum - Slideshow Ameren Q1 2026 Earnings Call Presentation Ameren: A Good Safe Haven Play, But Valuation Looks Questionable
In this article BRK.B Follow your favorite stocks CREATE FREE ACCOUNT A SpaceX Falcon 9 rocket is displayed outside a Space Exploration Technologies Corp. facility in Hawthorne, California, on March 26, 2026. Patrick T. Fallon | Afp | Getty Images A slew of tech mega-IPOs are ahead and they're set to push Warren Buffett aside on their first day of trading. SpaceX on Wednesday officially filed to g...
In this article BRK.B Follow your favorite stocks CREATE FREE ACCOUNT A SpaceX Falcon 9 rocket is displayed outside a Space Exploration Technologies Corp. facility in Hawthorne, California, on March 26, 2026. Patrick T. Fallon | Afp | Getty Images A slew of tech mega-IPOs are ahead and they're set to push Warren Buffett aside on their first day of trading. SpaceX on Wednesday officially filed to go public on the Nasdaq. On the same day, reports circulated that OpenAI will file for an IPO confidentially as soon as Friday. After the OpenAI reports, traders on prediction market platform Kalshi now see a 92% chance that the ChatGPT owner files for an IPO this year. Traders also think its chief private rival , Anthropic, has 69% odds it will officially go public this year. And according to traders on Polymarket, all are expected to trade on their first days at valuations north of $1 trillion, which would be records for a public debut. SpaceX was valued at $1.25 trillion in February , and Polymarket traders think there's a 56% chance it closes its first trading day above $2.2 trillion. OpenAI was last valued at $852 billion , and traders think there's a 65% chance it ends its first public trading day above $1.4 trillion. Meanwhile, traders place 47% odds that Anthropic on its first day of public trading will close above $1.8 trillion. The company reportedly is in talks for a new funding round at a $900 billion valuation. Those valuations would place the companies firmly in the $1 trillion club, and likely above Berkshire Hathaway's market cap, currently at $1.03 trillion. They'd even challenge Meta and Tesla's around $1.5 trillion market caps. Deutsche Bank analyst Adrian Cox pointed out in a Thursday note that Berkshire Hathaway had over $350 billion in revenue last year. That compares to SpaceX's $18.67 billion in revenues during 2025. OpenAI reportedly generated $13.1 billion of revenue last year. Anthropic's revenues for 2025 aren't as clear, but reports Wednesday sai...
US equity markets edged higher intraday and oil prices declined as traders tracked the latest on the Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
US equity markets edged higher intraday and oil prices declined as traders tracked the latest on the Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2251205589/image_2251205589.jpg?io=getty-c-w240 240w" alt="A Citroën C3 in “Monte Carlo Blue”" width="612" height="408" data-caption="We-Ge/iStock Unreleased via Getty Images" data-id="2251205589" data-image-type="Getty" data-original-src="https://media.gettyimages.com/id/2251205589/photo/a-citro%C3%ABn-c3-in-monte-carlo-blue....
-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2251205589/image_2251205589.jpg?io=getty-c-w240 240w" alt="A Citroën C3 in “Monte Carlo Blue”" width="612" height="408" data-caption="We-Ge/iStock Unreleased via Getty Images" data-id="2251205589" data-image-type="Getty" data-original-src="https://media.gettyimages.com/id/2251205589/photo/a-citro%C3%ABn-c3-in-monte-carlo-blue.jpg?b=1&s=612x612&w=0&k=20&c=zcJEUHkXYnlloiEbJ7-iTI5AAn_w_CjwGb2y1qPnWZo=" data-source="" data-type="getty-image"> We-Ge/iStock Unreleased via Getty Images aIn an effort to accelerate the company’s growth and profitability, Stellantis ( STLA ) unveiled its FaSTLAne 2030 initiative, a five-year, €60B strategic plan to achieve €190B ($221B) in revenue and €6B in free cash flow by 2027. This compares to 2025 revenue of €154B. “Under FaSTLAne 2030, Stellantis has established clear financial objectives to drive long-term profitable growth, accelerate structural value creation, maintain financial flexibility, and generate sustainable shareholder returns,” the company said at Thursday’s Investor Day 2026 presentation. Additional targets under FaSTLAne include an adjusted operating margin of 7% by 2030 with “significant improvements in the near term (versus 2.5%, currently), and a cost reduction run-rate of €6B by 2026, further increasing through 2030. After a brief trading halt, shares were jolted into positive territory. More on Stellantis Stellantis: A EUR130M Bet To Rebuild After A EUR22B Wreck (Rating Upgrade) Stellantis N.V. (STLA) Q1 2026 Earnings Call Transcript Stellantis N.V. 2026 Q1 - Results - Earnings Call Presentation Stellantis shows off its tech ambitions with three announcements Stellantis to explore opportunities to partner with Jaguar Land Rover in the U.S.
This week, US President Donald Trump warned Taiwan against declaring independence, the death toll from the outbreak of Ebola in DR Congo continued to rise, and Sir David Beckham became the UK's first billionaire sportsman.
This week, US President Donald Trump warned Taiwan against declaring independence, the death toll from the outbreak of Ebola in DR Congo continued to rise, and Sir David Beckham became the UK's first billionaire sportsman.
"Bloomberg Markets" follows the market moves across every global asset class and discusses the biggest issues for Wall Street. Today's guests: KPMG Chief Economist Diane Swonk, Advisors Capital Management Portfolio Manager & Partner JoAnne Feeney, RockCreek Co-Chief Investment Officer Alifia Doriwala, and Tabor Asset Management Research Director, Consumer Sector Head Laura Champine. (Source: Bloom...
"Bloomberg Markets" follows the market moves across every global asset class and discusses the biggest issues for Wall Street. Today's guests: KPMG Chief Economist Diane Swonk, Advisors Capital Management Portfolio Manager & Partner JoAnne Feeney, RockCreek Co-Chief Investment Officer Alifia Doriwala, and Tabor Asset Management Research Director, Consumer Sector Head Laura Champine. (Source: Bloomberg)
Almost a decade ago, Scott Wilson , the chief investment officer at Washington University in St. Louis , placed about $50 million of the school’s money in SpaceX . That bet ultimately has surged to become more than 10% of the school’s now $17 billion of assets, most of which is its endowment. The stake was largely made through co-investments plus money in later rounds through outside private equit...
Almost a decade ago, Scott Wilson , the chief investment officer at Washington University in St. Louis , placed about $50 million of the school’s money in SpaceX . That bet ultimately has surged to become more than 10% of the school’s now $17 billion of assets, most of which is its endowment. The stake was largely made through co-investments plus money in later rounds through outside private equity and venture capital managers. WashU is now expected to see a windfall when Elon Musk ’s company completes what is poised to be the world’s biggest-ever initial public offering . It’s an example of how the endowment has benefited from taking a long-time horizon and concentrating its bets. Read More: SpaceX IPO Requires Leap of Faith in AI, Mars and Musk’s Vision “Hopefully it’s not our last one,” Wilson said. “We try to find really great partners and do interesting things. When they find something that is super attractive we try to add capital to those individual ideas.” A former trader at Barclays Plc and Bank of America Corp. , Wilson takes a different approach than the richest colleges, which have long invested in private equity, venture capital and hedge funds. He instead concentrates his portfolio on a small number of managers. About 40% of the WashU fund is co-investments alongside outside managers. “We have 30 partners that really matter to us,” he said. “We deploy the bulk of capital through a small handful of really close partners.” Read More: Washington University Reaps ‘Game-Changing’ 65% Endowment Gain Washington University isn’t the only school with exposure to Musk’s rocket, satellite and artificial intelligence company. Vanderbilt University estimates its SpaceX position to be about $171 million, according to Anders Hall, its investment chief. The school’s endowment totals $10.9 billion as of June 2025. Some of Vanderbilt’s investments were made more than a decade ago through relationships with general partners, Hall said. Wealthy US colleges have the advant...
Oracle’s ORCL NetSuite business continues to gain traction in the mid-market segment as more companies shift away from traditional on-premises software toward cloud-based systems. NetSuite delivers a unified, multi-tenant, AI-enabled ERP platform that brings together key business processes, such as finance, operations and analytics into a single system with real-time data visibility. This integrat...
Oracle’s ORCL NetSuite business continues to gain traction in the mid-market segment as more companies shift away from traditional on-premises software toward cloud-based systems. NetSuite delivers a unified, multi-tenant, AI-enabled ERP platform that brings together key business processes, such as finance, operations and analytics into a single system with real-time data visibility. This integrated and scalable approach appeals especially to mid-sized organizations that want to modernize their technology infrastructure efficiently while avoiding the complexity and cost of large, heavily customized enterprise solutions. The company’s NetSuite Cloud ERP division reached $1.1 billion in revenues during the third quarter of fiscal 2026, registering growth of 14% in USD and 11% in constant currency. This performance positions NetSuite as a significant contributor to Oracle's broader cloud momentum, which saw total cloud revenues climb to $8.9 billion, up 44% in USD and 41% in constant currency. Oracle continued expanding artificial intelligence functionality across its NetSuite platform during fiscal 2026. Management highlighted the deployment of more than 100 AI agents and AI-powered features designed to automate workflows, improve productivity and enhance business process efficiency. It is noteworthy that enterprises are increasingly shifting from legacy on-premises applications to cloud environments that can better support advanced AI capabilities and real-time data processing. The deeper integration of AI-driven automation within NetSuite strengthens the platform’s appeal among mid-sized businesses pursuing digital transformation initiatives. These businesses are seeking modern cloud-based ERP solutions with embedded intelligence and operational scalability. The division benefits from Oracle's expanding cloud infrastructure, which provides enhanced platform reliability and geographic reach. Oracle's Remaining Performance Obligations soared 325% year over year to $55...
Oracle’s ORCL NetSuite business continues to gain traction in the mid-market segment as more companies shift away from traditional on-premises software toward cloud-based systems. NetSuite delivers a unified, multi-tenant, AI-enabled ERP platform that brings together key business processes, such as finance, operations and analytics into a single system with real-time data visibility. This integrat...
Oracle’s ORCL NetSuite business continues to gain traction in the mid-market segment as more companies shift away from traditional on-premises software toward cloud-based systems. NetSuite delivers a unified, multi-tenant, AI-enabled ERP platform that brings together key business processes, such as finance, operations and analytics into a single system with real-time data visibility. This integrated and scalable approach appeals especially to mid-sized organizations that want to modernize their technology infrastructure efficiently while avoiding the complexity and cost of large, heavily customized enterprise solutions. The company’s NetSuite Cloud ERP division reached $1.1 billion in revenues during the third quarter of fiscal 2026, registering growth of 14% in USD and 11% in constant currency. This performance positions NetSuite as a significant contributor to Oracle's broader cloud momentum, which saw total cloud revenues climb to $8.9 billion, up 44% in USD and 41% in constant currency. Oracle continued expanding artificial intelligence functionality across its NetSuite platform during fiscal 2026. Management highlighted the deployment of more than 100 AI agents and AI-powered features designed to automate workflows, improve productivity and enhance business process efficiency. It is noteworthy that enterprises are increasingly shifting from legacy on-premises applications to cloud environments that can better support advanced AI capabilities and real-time data processing. The deeper integration of AI-driven automation within NetSuite strengthens the platform’s appeal among mid-sized businesses pursuing digital transformation initiatives. These businesses are seeking modern cloud-based ERP solutions with embedded intelligence and operational scalability. The division benefits from Oracle's expanding cloud infrastructure, which provides enhanced platform reliability and geographic reach. Oracle's Remaining Performance Obligations soared 325% year over year to $55...
宏福苑|有居民拍一家七口合照留念 帶Time to go home襟章上樓執拾 【有線新聞】宏仁、宏新及宏泰閣繼續開放給居民上樓執拾。 宏福苑第二輪上樓執拾,第二日開放宏仁閣、宏新閣及宏泰閣的中層單位。有居民第二次回家,仍然帶備大背包、行李箱,希望盡量帶走家中的物品。有家庭進入社區會堂登記前,拍下一家七口的家庭照。 宏仁閣居民胡小姐說:「因為爸爸的腳不太方便,已經沒有能力再上去。爸爸辛苦供樓,誰知...
宏福苑|有居民拍一家七口合照留念 帶Time to go home襟章上樓執拾 【有線新聞】宏仁、宏新及宏泰閣繼續開放給居民上樓執拾。 宏福苑第二輪上樓執拾,第二日開放宏仁閣、宏新閣及宏泰閣的中層單位。有居民第二次回家,仍然帶備大背包、行李箱,希望盡量帶走家中的物品。有家庭進入社區會堂登記前,拍下一家七口的家庭照。 宏仁閣居民胡小姐說:「因為爸爸的腳不太方便,已經沒有能力再上去。爸爸辛苦供樓,誰知化成烏有,想在這裡,對著我們的一座,一起拍張照片。我今日帶了一個很可愛的襟章,叫做Time to go home,上去再懷緬、再執拾。上次拿很少東西,今次一定是衝刺,將家中所有東西盡量拿下來。」
Like most payment companies and banks, the stablecoin firm is lining up a suite of services for demand that hasn't quite materialized, but likely will – in some form.
Like most payment companies and banks, the stablecoin firm is lining up a suite of services for demand that hasn't quite materialized, but likely will – in some form.
Key Points The new proposal introduces a website marketplace where people can shop for low-cost IRAs. It also provides a way for low-income people to qualify for and collect a matching contribution of up to $1,000 per person. It will likely do more good than harm, but it may not make much of a difference to many people. The $23,760 Social Security bonus most retirees completely overlook › Presiden...
Key Points The new proposal introduces a website marketplace where people can shop for low-cost IRAs. It also provides a way for low-income people to qualify for and collect a matching contribution of up to $1,000 per person. It will likely do more good than harm, but it may not make much of a difference to many people. The $23,760 Social Security bonus most retirees completely overlook › President Trump's administration recently announced a new retirement saving tool: the Trump Individual Retirement Account (IRA). There has been a lot of coverage for it, which might make you think you can set up a Trump IRA today, but you can't. The announcement described the plan and announced its website, TrumpIRA.gov. (The website was not yet online as of this writing and is expected to be live in 2027.) But it will still take an act of Congress to bring the accounts to life. Still, it's worth looking at what has been proposed and whether it might help you. 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 » The Trump IRA proposal Here's how the account is described on the White House website: "Tens of millions of Americans lack access to employer-sponsored retirement plans. Workers in small businesses, part-time workers, independent contractors, and self‑employed workers face unnecessary barriers to saving for retirement. My Administration intends to give these often-left-out American workers access to the same type of retirement-savings opportunities offered to every federal worker and to establish an easy and transparent way for eligible workers to obtain up to a $1,000 match for their savings." The goal is worthy because many workers in America are unable to save for retirement via workplace-sponsored plans such as 401(k) accounts. Note, though, that those folks are generally eligible to save via traditional a...
Diane Swonk, Chief Economist at KPMG joins Scarlet Fu on "Bloomberg Markets." US mortgage rates surged this week to the highest level since August, threatening a spring selling season that was just starting to get a pulse. The average rate for 30-year fixed loans jumped to 6.51% from 6.36%, the biggest weekly increase since the end of March, Freddie Mac reported on Thursday. (Source: Bloomberg)
Diane Swonk, Chief Economist at KPMG joins Scarlet Fu on "Bloomberg Markets." US mortgage rates surged this week to the highest level since August, threatening a spring selling season that was just starting to get a pulse. The average rate for 30-year fixed loans jumped to 6.51% from 6.36%, the biggest weekly increase since the end of March, Freddie Mac reported on Thursday. (Source: Bloomberg)