Garden featuring giant woman carved out of tree makes designer one of few female artists to win Featuring a giant, sleeping woman carved out of a fallen tree, Sarah Eberle’s hauntingly beautiful garden has won the top prize at the Chelsea flower show. Eberle, now the Royal Horticultural Society’s most decorated gardener, is a rarity; she is one of only three women to have won Best in Show at Chels...
Garden featuring giant woman carved out of tree makes designer one of few female artists to win Featuring a giant, sleeping woman carved out of a fallen tree, Sarah Eberle’s hauntingly beautiful garden has won the top prize at the Chelsea flower show. Eberle, now the Royal Horticultural Society’s most decorated gardener, is a rarity; she is one of only three women to have won Best in Show at Chelsea as solo designers in its 100-year history. Continue reading...
Justin Paget Investors Should Know: Power supply is emerging as a key constraint on AI data center expansion, drawing attention to utilities and independent power producers positioned to meet surging electricity demand from large-scale computing infrastructure. Background AI data centers require enormous and reliable amounts of electricity. As buildouts accelerate across North America, securing ad...
Justin Paget Investors Should Know: Power supply is emerging as a key constraint on AI data center expansion, drawing attention to utilities and independent power producers positioned to meet surging electricity demand from large-scale computing infrastructure. Background AI data centers require enormous and reliable amounts of electricity. As buildouts accelerate across North America, securing adequate power has become one of the central challenges for operators and developers in the space. Some operators are pursuing behind-the-meter generation, producing power on-site using natural gas or other sources. This strategy is meant to reduce grid dependence and improve cost predictability. Meanwhile, other companies are working with energy providers to develop large-scale "power as a service" arrangements that bundle generation, storage, and energy management. Among the publicly traded names most closely aligned with AI power supply, Oklo ( OKLO ) and Talen Energy ( TLN ) rank as the most theme-relevant companies in the space. Vistra ( VST ) and AES ( AES ) are independent power producers with meaningful exposure to data center power demand. American Electric Power ( AEP ) and Idacorp ( IDA ) represent traditional electric utilities with grid-linked exposure to the theme. Additional names in the space include Alliant Energy ( LNT ), TransAlta ( TAC ), Capital Power ( CPXWF ), and Central Puerto S.A. ( CEPU ). On the real estate side, Prologis ( PLD ) has flagged a growing data center power access pipeline as a key focus area for its development program. Key Takeaways Power procurement has become a primary bottleneck for AI data center buildouts, with developers and energy providers actively working to close the supply gap. Behind-the-meter natural gas generation and GW-scale “energy park” concepts are two emerging models designed to reduce reliance on traditional grid infrastructure. Utilities and independent power producers are increasingly cited alongside data center...
RiverNorthPhotography/iStock Unreleased via Getty Images American Healthcare REIT ( AHR ) is the beneficiary of an extraordinary bottleneck in senior housing. After years of overbuilding in the 2010s in anticipation of the coming "silver tsunami" of octogenarians, as well as a terrible environment for senior housing during the pandemic, the supply-demand balance has tilted decisively in landlords'...
RiverNorthPhotography/iStock Unreleased via Getty Images American Healthcare REIT ( AHR ) is the beneficiary of an extraordinary bottleneck in senior housing. After years of overbuilding in the 2010s in anticipation of the coming "silver tsunami" of octogenarians, as well as a terrible environment for senior housing during the pandemic, the supply-demand balance has tilted decisively in landlords' favor. Construction and capital costs are too high (and not coming down!) to justify a significant increase in new development projects, which means that there's no relief coming on the supply side anytime soon. By my lights, it looks like a resurgent wave of new senior housing supply is unlikely to manifest until at least early 2029, and perhaps even later if development costs continue to be prohibitively high. I base this on a 2-3 year development timetable for new senior housing facilities. That renders a 3-year window in which senior housing landlords like AHR can continue to enjoy robust occupancy and rent growth. Plus, with AHR's high equity valuation of over 24x FFO, the REIT is in a pole position to grow inorganically through accretive property acquisitions. Between these two factors, AHR will likely generate double-digit bottom-line growth for at least the next three years, which more than justifies its relatively high valuation and low (~2.0%) dividend yield. The REIT won't be attractive for income-seeking investors, but I would argue that it is a great buy for just about any other type of investor right now. Since my last article on AHR , the REIT has trailed the performance of the S&P 500 ( SPY ) by several points. This has allowed some consolidation in valuation while the fundamentals still look strong. Assuming no change in equity multiple, AHR looks poised to deliver mid-teens total returns over the next few years. Q1 2026 Earnings Report Despite its CEO Danny Prosky being temporarily out of office due to a health issue, replaced by interim CEO Jeffrey Hanso...
Tesla (NASDAQ: TSLA) and BYD (OTC: BYDDF) sit on opposite sides of the global EV map. Tesla just posted a Q1 2026 beat with $0.41 EPS versus $0.35 expected, snapping a rough 2025. BYD continues to print record monthly EV and PHEV volumes out of China. Both have reported, and the contrast is loud. Tesla ... Tesla vs. BYD: Which Stock Will Outperform The Market In 2026
Tesla (NASDAQ: TSLA) and BYD (OTC: BYDDF) sit on opposite sides of the global EV map. Tesla just posted a Q1 2026 beat with $0.41 EPS versus $0.35 expected, snapping a rough 2025. BYD continues to print record monthly EV and PHEV volumes out of China. Both have reported, and the contrast is loud. Tesla ... Tesla vs. BYD: Which Stock Will Outperform The Market In 2026
Intel is having a moment again, with the Intel (NASDAQ:INTC) turnaround story dragging retail money back into a name that has spent the past four years as a cautionary tale. But the two companies that already won the war Intel is still trying to fight deserve your attention more. I think the Intel trade is ... Stop Buying Intel. You’ve Missed the Train. Buy This Instead
Intel is having a moment again, with the Intel (NASDAQ:INTC) turnaround story dragging retail money back into a name that has spent the past four years as a cautionary tale. But the two companies that already won the war Intel is still trying to fight deserve your attention more. I think the Intel trade is ... Stop Buying Intel. You’ve Missed the Train. Buy This Instead
Semiconductor maker Nvidia (NVDA) will deliver a much-anticipated quarterly earnings report tomorrow evening, and on Tuesday, several members of a very crowded bull camp expressed high expectations for the tech darling's results. Nvidia is scheduled to report results from the first quarter of its fiscal 2027 after the closing bell on Wednesday, May 20, and the analyst community has some pretty ste...
Semiconductor maker Nvidia (NVDA) will deliver a much-anticipated quarterly earnings report tomorrow evening, and on Tuesday, several members of a very crowded bull camp expressed high expectations for the tech darling's results. Nvidia is scheduled to report results from the first quarter of its fiscal 2027 after the closing bell on Wednesday, May 20, and the analyst community has some pretty steep progress built into their estimates: Revenues: $373.6 billion (+73% year-over-year) $373.6 billion (+73% year-over-year) Adjusted earnings per share (EPS): $8.37 (+75% YoY) That's not much of a surprise: Wall Street's pros are overwhelmingly bullish on NVDA stock, putting it among the best-rated names in the public markets. At this moment, 58 equity researchers call NVDA stock a Buy, while one calls it a Sell, and two are on the sidelines calling it a Hold, according to S&P Global Market Intelligence data. Those analysts have an average 12-month price target of $278.53, implying 25% upside from here. And over the long term (the next three to five years), they expect brisk average annual earnings growth of around 40%. Nvidia (NVDA) Quick Stats Market cap $5.4 trillion Dividend yield < 0.1% Forward price-to-earnings (P/E) 26.5 Price/earnings-to-growth (PEG) 0.68 Source: Yahoo! Finance. Data is as of May 19, 2026. #colspan# Below, we'll take a look at what three analysts had to say Tuesday about what to watch for in Nvidia's report. Bank of America Sees “Compelling Valuation” A team of BofA Global Research analysts reiterated their Buy rating on Tuesday, noting that NVDA stock "is trading at a significant discount to its large-cap growth, the so-called Magnificent-7 (Mag-7), peers." Related: HSBC Upgrades Cisco Systems (CSCO) After Strong Q3 Specifically, NVDA's forward price-to-earnings (P/E) ratios of 26 (on calendar 2026 earnings) and 19 (on calendar 2027 earnings) represent a roughly 50% discount to the Mag-7 average of 49 and 42, respectively. The disparity is even gre...
James Rolevink/iStock Editorial via Getty Images AeroVironment ( AVAV ) on Tuesday unveiled two new software products for its AV Halo mission platform, adding autonomous control and radio-frequency sensing capabilities aimed at military operations in contested environments. The announcement, made during SOF Week in Tampa, Florida, adds new modules called Instinct and Detect to the company’s broade...
James Rolevink/iStock Editorial via Getty Images AeroVironment ( AVAV ) on Tuesday unveiled two new software products for its AV Halo mission platform, adding autonomous control and radio-frequency sensing capabilities aimed at military operations in contested environments. The announcement, made during SOF Week in Tampa, Florida, adds new modules called Instinct and Detect to the company’s broader AV Halo software ecosystem for uncrewed systems and battlefield operations. Instinct is designed to help military operators manage multiple uncrewed systems simultaneously, while Detect focuses on identifying and tracking radio-frequency threats in environments where communications may be jammed or disrupted. The products are intended for missions involving intelligence gathering, surveillance, strike operations and counter-drone activities. The rollout highlights AeroVironment’s ( AVAV ) effort to deepen its role in defense software and autonomy as military customers increasingly prioritize electronic warfare resilience, autonomous systems and faster battlefield decision-making. For investors, the move signals the company’s push beyond hardware into higher-margin software and integrated mission systems, an area drawing growing Pentagon spending amid rising geopolitical tensions and lessons from conflicts in Ukraine and the Middle East. Chief Executive Wahid Nawabi said the new tools are intended to help military forces maintain operational effectiveness even when communications networks are degraded or denied. The company said Instinct uses distributed autonomy and natural-language tasking to reduce operator workload and coordinate both new and legacy uncrewed systems. Detect, meanwhile, uses artificial intelligence-driven RF sensing to identify potential threats and maintain communications and localization during electronic attacks. AeroVironment said the new software integrates with existing AV Halo modules, including Command, Pinpoint, Vision, Cortex and Mentor, which...
iHub News 3 hours ago LSEG Renews Broadcom Partnership to Expand Cloud Infrastructure Strategy (AVGO)May 19, 2026 10:24 AM IH Market News The new five-year agreement deepens LSEG’s use of VMware Cloud Foundation as the exchange operator continues modernizing its technology infrastructure. Key Investor Takeaways LSEG renewed its long-term technology partnership with Broadcom (NASDAQ:AVGO) under a n...
iHub News 3 hours ago LSEG Renews Broadcom Partnership to Expand Cloud Infrastructure Strategy (AVGO)May 19, 2026 10:24 AM IH Market News The new five-year agreement deepens LSEG’s use of VMware Cloud Foundation as the exchange operator continues modernizing its technology infrastructure. Key Investor Takeaways LSEG renewed its long-term technology partnership with Broadcom (NASDAQ:AVGO) under a new five-year VMware Cloud Foundation agreement. The deal expands VMware Cloud Foundation deployment across LSEG’s private cloud infrastructure and regulated market systems. Broadcom will provide professional services to support VMware Cloud Foundation 9 implementation across LSEG environments. The agreement highlights ongoing enterprise demand for Broadcom’s infrastructure software portfolio following its VMware acquisition. The partnership may strengthen LSEG’s operational resilience, automation capabilities and cloud flexibility across critical financial infrastructure. Why AVGO Stock Is In Focus LSEG announced a renewed technology partnership with Broadcom (NASDAQ:AVGO) through a new five-year agreement centered on VMware Cloud Foundation.The agreement extends a relationship that has already spanned more than a decade, during which LSEG has used VMware software across portions of its technology stack.Under the expanded partnership, LSEG will continue using VMware Cloud Foundation to support parts of its private cloud infrastructure, while Broadcom will also provide professional services to deploy VMware Cloud Foundation 9 across LSEG environments.According to the companies, VMware Cloud Foundation 9 will help support a unified private cloud platform capable of handling both traditional and modern application workloads.Management said the platform is expected to improve operational efficiency, strengthen resilience, enhance security and support greater automation across LSEG’s highly regulated infrastructure environment.“Extending our use of VMware Cloud Foundation suppor...
Shares of Advanced Micro Devices (NASDAQ:AMD) are trading near $396 in early action Tuesday. The move caps a stunning run that has the AI chip designer up 50% over the past month and 97.5% year to date. The rally, fueled by a blockbuster Q1 2026 report and a parade of hyperscaler deals, has investors asking ... AMD Just Rallied 50% In a Month: What Could Push the Stock to $500 Per Share?
Shares of Advanced Micro Devices (NASDAQ:AMD) are trading near $396 in early action Tuesday. The move caps a stunning run that has the AI chip designer up 50% over the past month and 97.5% year to date. The rally, fueled by a blockbuster Q1 2026 report and a parade of hyperscaler deals, has investors asking ... AMD Just Rallied 50% In a Month: What Could Push the Stock to $500 Per Share?
Beforehand, we knew most things, pretty much. We knew because Clarke said a few weeks ago that the squad was more or less set in his head already. He values loyalty like he appreciates his next breath, so while others made the case for Oli McBurnie, Oliver Burke, Kieron Bowie, Stephen Welsh and others, Clarke would barely have noticed. You got the sense that McBurnie could have scored a hat-trick ...
Beforehand, we knew most things, pretty much. We knew because Clarke said a few weeks ago that the squad was more or less set in his head already. He values loyalty like he appreciates his next breath, so while others made the case for Oli McBurnie, Oliver Burke, Kieron Bowie, Stephen Welsh and others, Clarke would barely have noticed. You got the sense that McBurnie could have scored a hat-trick in every game in the last two months of the season and Clarke would have been unmoved. Maybe he doesn't fancy him as a footballer, maybe he doesn't fancy him as a human being. Whatever. We weren't expecting fireworks, but there was, at least, a story or two. Findlay Curtis, the bit-part and underappreciated 19-year-old from Rangers, is included after a productive loan spell at Kilmarnock. In taking a few steps down the Premiership table, Curtis propelled himself forward into a promised land. Ross Stewart, a striker injury-plagued and largely ignored in the Clarke era, was selected on the back of stellar form for his club, Southampton. Stewart's goals and power and all-round work-rate is obvious. Sadly, his injury profile has been just as prevalent. Clarke had him in a squad previously - in the summer of 2022 - but there's a long list of strikers who have appeared in Scotland squads since Stewart was around - not just the stalwarts of Che Adams, Lyndon Dykes and Lawrence Shankland, or the more recent arrivals George Hirst, Tommy Conway and Bowie, but also James Wilson, Kevin Nisbet and Jacob Brown. The manager remembers Stewart well as a player and as a personality. Clarke places great store in upbeat characters. It's why Liam Kelly is the third goalkeeper. He probably won't see any minutes, but he'll be good around the place; selfless and positive. After missing out on so many club games because of a body that broke down too often, Stewart gets his reward for resilience. He only has two caps and, relatively speaking, has come from nowhere these past months. He's been outsta...
The European Central Bank may have to respond to the economic challenges arising from the conflict in the Middle East, according to Governing Council members Joachim Nagel and Francois Villeroy de Galhau, who spoke jointly to BTV’s Oliver Crook on the sidelines of the G7 Finance Ministers meeting in Paris on Tuesday. (Source: Bloomberg)
The European Central Bank may have to respond to the economic challenges arising from the conflict in the Middle East, according to Governing Council members Joachim Nagel and Francois Villeroy de Galhau, who spoke jointly to BTV’s Oliver Crook on the sidelines of the G7 Finance Ministers meeting in Paris on Tuesday. (Source: Bloomberg)
Frank Cottrell-Boyce tells MPs to focus on early-years reading, with more support for parents and nursery workers The children’s laureate Frank Cottrell-Boyce has urged the government to prioritise pleasure over learning in children’s reading. Giving evidence to MPs on the education committee, which is investigating the crisis in reading for pleasure among children, the screenwriter and novelist s...
Frank Cottrell-Boyce tells MPs to focus on early-years reading, with more support for parents and nursery workers The children’s laureate Frank Cottrell-Boyce has urged the government to prioritise pleasure over learning in children’s reading. Giving evidence to MPs on the education committee, which is investigating the crisis in reading for pleasure among children, the screenwriter and novelist said conversations about children’s reading too often revert to attainment in school. Continue reading...
Paul Gu, Chief Executive Officer of Upstart (NASDAQ:UPST) , reported the purchase of 50,000 shares on May 13, 2026, for a total consideration of approximately $1.38 million according to the SEC Form 4 filing . Transaction and post-transaction values based on SEC Form 4 reported price ($27.50). * 1-year price change calculated using May 13, 2026 as the reference date. Continue reading
Paul Gu, Chief Executive Officer of Upstart (NASDAQ:UPST) , reported the purchase of 50,000 shares on May 13, 2026, for a total consideration of approximately $1.38 million according to the SEC Form 4 filing . Transaction and post-transaction values based on SEC Form 4 reported price ($27.50). * 1-year price change calculated using May 13, 2026 as the reference date. Continue reading
ablokhin/iStock Editorial via Getty Images It has now been just over a year since legendary investor Warren Buffett announced that he would be retiring. That announcement came at the annual shareholder meeting, and Berkshire Hathaway ( BRK.B ) has struggled ever since. That is not to say it has been a falling knife, but as shown below, what had been a strong multi-year uptrend was stopped dead in ...
ablokhin/iStock Editorial via Getty Images It has now been just over a year since legendary investor Warren Buffett announced that he would be retiring. That announcement came at the annual shareholder meeting, and Berkshire Hathaway ( BRK.B ) has struggled ever since. That is not to say it has been a falling knife, but as shown below, what had been a strong multi-year uptrend was stopped dead in its tracks after Buffett's announcement. Since he officially retired at the end of 2025, the stock has continued to see the same choppy price action that it saw in the months prior. Of course, the rest of the market has charged ahead without BRK.B, an impressive feat considering it is one of the market's largest stocks. As shown below, it is unprecedented to see this sort of underperformance versus the S&P 500. BRK.B has underperformed the S&P 500 year over year by around 30 percentage points. At the recent peak on April 22, that spread stood above 45 percentage points. The only other period with a wider spread was March 2000. The quarterly 13F filing for Berkshire Hathaway has now been released, highlighting the company's holdings through the end of the first quarter, which is the first full quarter under new CEO Greg Abel. In the table below, we list out Berkshire's holdings in the 13F through the end of Q1 in addition to those positions that were exited relative to Q4 2025. Notably, the company also holds positions in a handful of Japanese stocks. Given those are international equities, they do not appear on 13F filings, and calculations of shares of the portfolio exclude those international names. As shown below, there were a solid number of stocks that were part of the portfolio at the end of last year that were exited this past quarter. The most notable of those is perhaps Amazon ( AMZN ) when it comes to market cap. However, it was a relatively small position to begin with. In fact, of the stocks that the company exited, Mastercard ( MA ) and Visa ( V ) were the larg...