M. Suhail/iStock Editorial via Getty Images Over a year ago, I posted this article on Seeking Alpha , and as I said, I went into the company Bunge ( BG ). In all honesty, this remained a small position (unfortunately), of about 0.5%. It nonetheless saw a very impressive rate of growth, well above the market, and goes to my usual investment approach - meaning one that focuses primarily on valuation...
M. Suhail/iStock Editorial via Getty Images Over a year ago, I posted this article on Seeking Alpha , and as I said, I went into the company Bunge ( BG ). In all honesty, this remained a small position (unfortunately), of about 0.5%. It nonetheless saw a very impressive rate of growth, well above the market, and goes to my usual investment approach - meaning one that focuses primarily on valuation. I'm an investor, and one of the few ones on SA who focuses strictly on establishing the approximate value of a business before determining whether it is attractive or not. I do this to the smallest, emerging businesses in Brazil, and I do this to the largest mega-caps in Europe and NA. Seeking Alpha Bunge RoR Bunge is not a small company. It's now A-rated (up from BBB+ during my previous article). The yield is now below 3%, but it nevertheless has interesting and compelling operations. Of course, its investability is dependent on the company's valuation. When I last covered it, it was attractive. Now, I will be covering whether this remains or not. I will also be covering the company's recent results - 2025A. Bunge is correlated to both agricultural and food businesses. It works with the transportation of crops but also works with vertical integration by producing a mix of oilseed products and VAP products - including things like food oils, mayonnaise, margarine, proteins, and the like. Bunge Investor presentation 2025-2026 IR When looking at a company like Bunge, we have multiple correlations that we want to consider before buying. Apart from seed and agricultural products, the company also manufactures fertilizers. As I write about fertilizers quite a bit, you no doubt know the company's correlations for this (given that it's nitrogen-based), but it essentially exposes the company to the energy sector. This is the reason why Bunge is fairly volatile and why the company tends not to hit its targets or forecasts, either missing or at times beating them. It means that to s...
Palantir Technologies (PLTR 3.29%) has been one of the most controversial stocks of the past few years. The company developed data mining infused with Palantir's proprietary artificial intelligence (AI)-infused decision-making matrix -- called ontology -- to provide governments and businesses with real-time solutions to everyday issues. This differentiates Palantir's products from would-be rivals....
Palantir Technologies (PLTR 3.29%) has been one of the most controversial stocks of the past few years. The company developed data mining infused with Palantir's proprietary artificial intelligence (AI)-infused decision-making matrix -- called ontology -- to provide governments and businesses with real-time solutions to everyday issues. This differentiates Palantir's products from would-be rivals. The company just got a huge vote of confidence from the U.S. Department of Defense that could have huge implications for Palantir's future and represent a windfall for the company's shareholders. Program of record In a memo to Pentagon leaders, Deputy Secretary of Defense Steve Feinberg said that Palantir's Maven Smart System would become an official "program of record," according to a report that first appeared in Reuters. This designation will formalize the use of the command-and-control system across all branches of the U.S. military and lock in its long-term adoption. The decision is expected to be implemented by the end of the government fiscal year, which ends Sept. 30. Maven is a software platform that uploads information from drones, satellites, sensors, radar, and other battlefield intelligence sources. The system then analyzes battlefield data in real time, identifying and prioritizing potential targets -- including buildings, enemy vehicles, and weapons and ammunition stockpiles -- for intelligence analysts to review and act on. The system is already the preferred battlefield operating system used by the U.S. military for command and control. This designation establishes it as the standard, securing stable, long-term funding from the Pentagon. Feinberg said Palantir's Maven Smart System provides warfighters "with the latest tools necessary to detect, deter, and dominate our adversaries in all domains." The adoption of Maven continues to grow The move to make Maven a program of record is the latest in a series of moves signaling the platform's growing adoption by...
Brian Busse, General Counsel of Arlo Technologies (ARLO 3.37%), reported the sale of 25,525 direct shares for approximately $352K following the addition of shares on March 12, 2026, according to a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 25,525 Transaction value ~$352K Post-transaction shares (direct) 583,364 Post-transaction value (direct ownership) ~$7.88 million ...
Brian Busse, General Counsel of Arlo Technologies (ARLO 3.37%), reported the sale of 25,525 direct shares for approximately $352K following the addition of shares on March 12, 2026, according to a SEC Form 4 filing. Transaction summary Metric Value Shares sold (direct) 25,525 Transaction value ~$352K Post-transaction shares (direct) 583,364 Post-transaction value (direct ownership) ~$7.88 million Transaction value based on SEC Form 4 weighted average purchase price ($13.78); post-transaction value based on March 12, 2026 market close ($13.78). Key questions What is the context of this trade? The sale of 25,525 shares followed Busse’s addition of 50,000 shares under a performance stock unit (PSU) plan. The sale of shares was only conducted to satisfy estimated tax withholding obligations. The sale of 25,525 shares followed Busse’s addition of 50,000 shares under a performance stock unit (PSU) plan. The sale of shares was only conducted to satisfy estimated tax withholding obligations. How significant is the reduction in ownership as a result of this sale? The transaction reduced Busse's direct holdings by 4.19%, leaving him with 583,364 shares valued at approximately ~$7.88 million as of the transaction date. Company overview Metric Value Market capitalization $1.53 billion Revenue (TTM) $529.30 million Net income (TTM) $14.93 million 1-year price change (as of 3/21/26) 32% Expand NYSE : ARLO Arlo Technologies Today's Change ( -3.37 %) $ -0.50 Current Price $ 14.35 Key Data Points Market Cap $1.5B Day's Range $ 14.31 - $ 14.91 52wk Range $ 7.84 - $ 19.94 Volume 2.4M Avg Vol 1.4M Gross Margin 43.99 % Company snapshot Arlo Technologies is a cloud-based platform that offers a portfolio of smart, connected security devices, including indoor and outdoor cameras, video doorbells, floodlight cameras, and accessories, all integrated with a proprietary cloud platform and mobile applications. Along with product sales, it has a subscription-based service model that drives recur...
Jeremy Poland/iStock via Getty Images Thesis Franklin BSP Realty Trust, Inc. ( FBRT ) is a CRE REIT that manages a diversified portfolio of commercial real estate debt investments. The name comes with a market value of $700 M and a balance sheet that now contains a number of real estate-owned assets. The company is the result of the 2021 merger between Capstead Mortgage and Benefit Street Partners...
Jeremy Poland/iStock via Getty Images Thesis Franklin BSP Realty Trust, Inc. ( FBRT ) is a CRE REIT that manages a diversified portfolio of commercial real estate debt investments. The name comes with a market value of $700 M and a balance sheet that now contains a number of real estate-owned assets. The company is the result of the 2021 merger between Capstead Mortgage and Benefit Street Partners Realty. In today's article we are going to have a look at the latest financials for the company, its capital structure, and outlook for its preferred shares. Company Fundamentals The latest quarter (Q4 2025) was very soft for the company: Net Income (Company Presentation) The net income remained low at sub-$20 million, driven by low net interest income. A low net income means distributions were not covered: Distribution Coverage (SEC Filing) The coverage ratio for the fund fell to a low 34%, which, corroborated with the downward trajectory in coverage, meant that dividends needed to be cut. And the REIT obliged : Franklin BSP Realty Trust (FBRT) declares $0.20/share quarterly dividend , -43.7% decrease from prior dividend of $0.355. Ultimately it is a good thing for FBRT, because unsustainable dividends only mean an ever lower NAV. Cash distributions do not come from the sky, and if a business is not able to generate cash to pass on, then it has to borrow. If there is no tangible resolution in the operational hurdles for a company with an uncovered distribution, then you are looking at a company that cares more about optics than fundamentals, and eventually they will pay the price. It is interesting to note that the REIT did not take any new credit reserves but, in fact, released some: CECL Provisions (Company Presentation) We can see the CECL provision moving down by $7.8 M from $42.3 in Q3 2025 to $34.5 M in Q4 2025. However, the overall portfolio did migrate to a more risky stance via the internal risk ratings: Rating Migration (Company Presentation) Two loans were put ...
Some of the most impressive performances at UFC London came on the undercard. Nathaniel Wood overcame the odds yet again to beat Losene Keita, while Mason Jones overwhelmed Axel Sola in a bruising back and forth fight of the year encounter. Jones and Sola were covered in blood and breathing heavily by the end of their contest, with both fighters swinging until the final bell, using every last drop...
Some of the most impressive performances at UFC London came on the undercard. Nathaniel Wood overcame the odds yet again to beat Losene Keita, while Mason Jones overwhelmed Axel Sola in a bruising back and forth fight of the year encounter. Jones and Sola were covered in blood and breathing heavily by the end of their contest, with both fighters swinging until the final bell, using every last drop of energy. Jones' performance was the type that can have a lasting effect on a fighter's career but he and Wood roused the fans on a night when the atmosphere was sometimes flat at the O2 Arena. Fighters on the prelims like Wood and Jones don't get as much media attention or promotion from the UFC - and strikingly less money than their headlining peers. But in a sport that demands so much from the flesh and mind, there are arguments the athletes should be better looked after amid a changing landscape in combat sports. Fighter pay has been questioned by athletes and the media recently after boxer Conor Benn secured a reported £11m one-fight deal with Zuffa Boxing. Zuffa Boxing is owned by UFC president Dana White, so critics have asked why the 56-year-old isn't paying similar amounts to his MMA fighters under contract. The UFC gives about 20% of revenue to fighter pay, compared with boxers who get about 60% of revenue from their events. London's Wood, who has won 11 of 14 fights in the UFC, says he hopes the Benn deal will spark a change because he was "heartbroken" when he saw how much he would be earning. "When you think I've been in the UFC for eight years, but I'm not on that, I''m not even on 1% of that," Wood told BBC Sport before UFC London. "Especially when I believe MMA is the tougher sport as well, but again I just try and control what's in my hands and it's got nothing to do with me. "It was definitely heartbreaking to see someone is getting paid that much."
J Studios/DigitalVision via Getty Images Welcome to another installment of our CEF Market Weekly Review, where we discuss closed-end fund [CEF] market activity from both the bottom-up - highlighting individual fund news and events - as well as the top-down - providing an overview of the broader market. We also try to provide some historical context as well as the relevant themes that look to be dr...
J Studios/DigitalVision via Getty Images Welcome to another installment of our CEF Market Weekly Review, where we discuss closed-end fund [CEF] market activity from both the bottom-up - highlighting individual fund news and events - as well as the top-down - providing an overview of the broader market. We also try to provide some historical context as well as the relevant themes that look to be driving markets or that investors ought to be mindful of. This update covers the period through the second week of March. Be sure to check out our other weekly updates covering the business development company [BDC] as well as the preferreds/baby bond markets for perspectives across the broader income space. Market Action It was a tough week for CEFs as both Treasuries and stocks struggled. As a result, NAVs were mostly lower, while discounts were mixed. Systematic Income Discounts have corrected to trading near their historic average level. Systematic Income Market Themes CLO Equity CEF OXLC released its February NAV of $11.74 (midpoint of $11.59 and $11.89) vs. CEF Tool estimate of $12. That works out to a 12% drop from January. The likely culprit here is the fall in loan prices during the month on the back of broader concerns about credit and AI disruption. The reaction function of CLO Equity to loan prices is concave. High loan prices drive loan refinancing to tighter spreads, putting pressure on CLO Equity income levels (an environment we experienced last year). While a drop in loan prices puts pressure on CLO Equity assets (what we saw in February) because CLO Equity holds loans on the asset side of its balance sheet. Both of these dynamics will result in lower CLO Equity prices. The sweet spot for CLO Equity is relatively stable loan prices that are not too high. This allows CLO Equity to generate an attractive level of income and put its reinvestment option to work, buying loans at, say, $95 and seeing them repay at par, collecting the difference. At some point we cou...
Key Points Defensive stocks should help your portfolio weather the toughest market times. The revenue growth of these companies doesn’t depend on the economic backdrop. 10 stocks we like better than Abbott Laboratories › The S&P 500 soared over the past three years -- but since the start of this year, the benchmark has lost some of the positive momentum. This is for a variety of reasons. The possi...
Key Points Defensive stocks should help your portfolio weather the toughest market times. The revenue growth of these companies doesn’t depend on the economic backdrop. 10 stocks we like better than Abbott Laboratories › The S&P 500 soared over the past three years -- but since the start of this year, the benchmark has lost some of the positive momentum. This is for a variety of reasons. The possibility that the long-term revenue opportunity in the artificial intelligence (AI) market could disappoint has weighed on investors' minds. Uncertainty about the state of the economy and the pace of interest rate cuts also has prompted concern -- and the war in Iran added to this difficult picture. With this in mind, now is a fantastic time to add a couple of defensive stocks to your portfolio -- these are companies that tend to deliver solid earnings performance even through difficult environments. Here are two such healthcare players to buy now and hold onto for the long term. 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 » 1. Abbott Laboratories I like Abbott Laboratories (NYSE: ABT) for two key reasons. First, it's a well-diversified healthcare business, meaning that if one part faces headwinds, other areas may compensate. The company has four units: medical devices, diagnostics, nutrition, and established pharmaceuticals. During the early days of the pandemic, diagnostics revenue soared, and now that this is no longer the case, the medical device business is driving growth. And since Abbott's products are essentials, economic shifts aren't likely to affect the company's revenue much. Abbott also makes a top buy because it's a Dividend King, meaning it's increased its dividend payments for more than 50 consecutive years. This commitment to dividend growth suggests you can count on the company to contin...
SlavkoSereda/iStock via Getty Images An Energy Crisis to Upend a Bull Market? There is nothing like an old-fashioned energy crisis to upend a bull market. When it comes to assessing the outlook for the stock market, oil and energy prices play a tremendous - and often unappreciated - role. As it currently stands, I would argue equity markets are rather complacent when it comes to pricing in the imp...
SlavkoSereda/iStock via Getty Images An Energy Crisis to Upend a Bull Market? There is nothing like an old-fashioned energy crisis to upend a bull market. When it comes to assessing the outlook for the stock market, oil and energy prices play a tremendous - and often unappreciated - role. As it currently stands, I would argue equity markets are rather complacent when it comes to pricing in the impact of the closure of the Strait of Hormuz. Roughly 20% of the world’s oil and LNG travels through the Strait of Hormuz on a daily basis. Add to that the significant level of fertilizer and other commodities integral to the global economy that transit the Strait. What is happening in the Middle East has the potential to be a big deal for markets. Without delving too much into the numbers themselves, the general impact on energy supplies is this: Roughly 20% of global LNG supply is unavailable and will take weeks to return to normal levels even if traffic in the Strait of Hormuz resumes. Roughly 20 million b/d of crude oil is exported through the Strait of Hormuz daily. Around 5-7 million b/d of this can be re-routed via the Saudi Arabia and Abu Dhabi East-West pipelines. And, if we exclude the ~2 million b/d of crude that Iran exports through the Strait, that leaves anywhere from 10 to 15 million b/d of oil that is currently unavailable and being met from commercial and strategic inventories (thank god oil-on-water inventories were at record levels pre-crisis). Middle Eastern producers are now being forced to shut in production, which is currently estimated to be around 8-10 million b/d. Similar to Qatar’s LNG production, this will take weeks to come back online once the Strait of Hormuz reopens. Asia and, to a lesser extent, Europe are the primary importers of Middle Eastern oil and gas. As a result, what we have is the recipe for the largest energy crisis since 1973, in addition to much higher food and commodity prices overall. While this remains a low-probability outcome...
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Get Free Report) has received a consensus rating of "Buy" from the fifteen ratings firms that are covering the company, MarketBeat.com reports. Two investment analysts have rated the stock with a hold rating, ten have given a buy rating and three have assigned a strong buy rating to the company. The average 12-month target price among bro...
Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Get Free Report) has received a consensus rating of "Buy" from the fifteen ratings firms that are covering the company, MarketBeat.com reports. Two investment analysts have rated the stock with a hold rating, ten have given a buy rating and three have assigned a strong buy rating to the company. The average 12-month target price among brokerages that have covered the stock in the last year is $391.4286. A number of brokerages have commented on TSM. Weiss Ratings upgraded Taiwan Semiconductor Manufacturing from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday. Citigroup reiterated a "buy" rating on shares of Taiwan Semiconductor Manufacturing in a report on Friday, January 9th. Freedom Capital raised Taiwan Semiconductor Manufacturing to a "strong-buy" rating in a research note on Thursday, January 15th. Wedbush restated an "outperform" rating on shares of Taiwan Semiconductor Manufacturing in a report on Wednesday, February 11th. Finally, Wall Street Zen raised shares of Taiwan Semiconductor Manufacturing from a "hold" rating to a "buy" rating in a research report on Sunday. Get TSM alerts: Sign Up Read Our Latest Stock Report on Taiwan Semiconductor Manufacturing Taiwan Semiconductor Manufacturing Trading Down 2.8% Shares of NYSE:TSM opened at $329.21 on Friday. The firm has a fifty day moving average of $348.66 and a two-hundred day moving average of $309.66. The firm has a market capitalization of $1.71 trillion, a P/E ratio of 30.91, a price-to-earnings-growth ratio of 0.90 and a beta of 1.29. Taiwan Semiconductor Manufacturing has a 12-month low of $134.25 and a 12-month high of $390.20. The company has a quick ratio of 2.42, a current ratio of 2.62 and a debt-to-equity ratio of 0.17. Taiwan Semiconductor Manufacturing (NYSE:TSM - Get Free Report) last posted its quarterly earnings results on Thursday, February 26th. The semiconductor company reported $3.11 EPS for the quarter. ...
HSBC CEO Georges Elhedery has vowed to continue investing in China amid escalating trade tensions after witnessing new trade opportunities from Chinese companies going global. While attending the two-day China Development Forum (CDF) 2026 in Beijing on Monday, Elhedery characterised China’s current trajectory as a “new phase of development” that would define the next era of global economic growth....
HSBC CEO Georges Elhedery has vowed to continue investing in China amid escalating trade tensions after witnessing new trade opportunities from Chinese companies going global. While attending the two-day China Development Forum (CDF) 2026 in Beijing on Monday, Elhedery characterised China’s current trajectory as a “new phase of development” that would define the next era of global economic growth. Although 2025 saw steady growth in global trade, the landscape has been complicated by shifting tariffs, geopolitical tensions and regional conflicts . However, Elhedery emphasised that these structural shifts were carving out “new trade corridors”, according to a media note on Sunday. Advertisement “Under the current ‘new normal’ of global trade, Chinese companies are facing new needs and challenges in their journey to ‘go global’,” Elhedery said. “Financial institutions should keep up with Chinese companies , as the pattern of their journey has shifted from primarily exporting products to actively building overseas operations.” Elhedery described China’s overseas direct investment (ODI) as “proving unstoppable”, highlighting a significant shift in how Chinese firms engage with the world. Advertisement According to an EY report in February, China’s overall overseas direct investment (ODI) reached US$174.4 billion last year, up 7.1 per cent year on year, while non-financial ODIs in Belt and Road Initiative partner countries surged by 17.6 per cent. Overseas mergers and acquisitions announced by Chinese enterprises hit US$43.6 billion, an increase of nearly 40 per cent over the same period. The “going global” campaign is being spearheaded by giants in the green energy and automotive sectors, including BYD and CATL, building plants in Europe, Southeast Asia and South America.
Investing.com -- Elon Musk has announced the launch of a massive semiconductor project in Austin, Texas, dubbed "Terafab," aimed at internalizing chip production for his expanding ecosystem of AI, robotics, and aerospace ventures. The facility, which will be jointly operated by Tesla Inc (NASDAQ:TSLA) and SpaceX, is designed to bypass what Musk characterized as a sluggish global semiconductor indu...
Investing.com -- Elon Musk has announced the launch of a massive semiconductor project in Austin, Texas, dubbed "Terafab," aimed at internalizing chip production for his expanding ecosystem of AI, robotics, and aerospace ventures. The facility, which will be jointly operated by Tesla Inc (NASDAQ:TSLA) and SpaceX, is designed to bypass what Musk characterized as a sluggish global semiconductor industry unable to meet his aggressive scaling requirements. The project targets the eventual support of a terawatt of computing power annually, facilitating the transition toward autonomous driving, humanoid robotics, and space-based data centers. Vertical integration and industrial scaling The Terafab initiative marks a significant move toward total vertical integration, as Musk seeks to insulate his companies from the supply volatility of the broader chip market. Tesla Inc currently maintains supplier relationships with Taiwan Semiconductor Manufacturing (NYSE:TSM) and Micron Technology Inc (NASDAQ:MU), and the new Austin "advanced technology fab" is intended to produce high-specification 2-nanometer chips. The strategy focuses on two distinct hardware paths: an edge-inference chip optimized for the Optimus robot and robotaxi fleets, and a high-power variant designed for SpaceX and its subsidiary, xAI. The announcement aligns with a broader consolidation of Musk’s technical assets, following the February acquisition of xAI by SpaceX. By developing proprietary silicon, the group aims to lower the breakeven point for large-scale AI deployment while ensuring that the specialized needs of orbital data centers, which require radiation-hardened, high-power performance, are met without reliance on external roadmaps. Space-based infrastructure and capital requirements The project serves as a foundational component of a more ambitious plan to move complex computing into orbit. SpaceX has already petitioned the Federal Communications Commission for licenses to launch a massive network...
Shares in Diamondback Energy (FANG +1.14%) and Valero Energy (VLO 0.79%) have risen strongly in 2026, partly in response to hostilities in the Gulf and the resulting increase in oil prices. However, they shouldn't be seen as mere tactical devices to protect a portfolio from a potential issue that might resolve with a swift resolution of the conflict. The reality is that both stocks could see a las...
Shares in Diamondback Energy (FANG +1.14%) and Valero Energy (VLO 0.79%) have risen strongly in 2026, partly in response to hostilities in the Gulf and the resulting increase in oil prices. However, they shouldn't be seen as mere tactical devices to protect a portfolio from a potential issue that might resolve with a swift resolution of the conflict. The reality is that both stocks could see a lasting positive impact. 1. Diamondback Energy Diamondback is a U.S. oil and gas exploration and production company with a major focus on the Permian Basin, the most productive oil region in the U.S. that covers West Texas and New Mexico. It's a relatively conservatively run company whose management takes a flexible approach to drilling activity and capital spending. The company's management team is committed to returning cash flow to investors, having returned $12.5 billion since 2018, including a base dividend (which grew from $0.50 a year to $4.20 a year over the period), opportunistic share buybacks, and share buyback programs. Regarding the latter, in late February, it had $2.3 billion remaining out of an approved $8 billion share buyback program. The $4.20 dividend is protected down to an oil price of $37 per barrel, supported by hedging and its relatively low cost of production. Management believes it has upside exposure to a price of oil above $50 per barrel. Expand NASDAQ : FANG Diamondback Energy Today's Change ( 1.14 %) $ 2.17 Current Price $ 192.48 Key Data Points Market Cap $54B Day's Range $ 190.67 - $ 194.66 52wk Range $ 114.00 - $ 194.68 Volume 106K Avg Vol 2.6M Gross Margin 35.16 % Dividend Yield 2.10 % A higher oil price obviously helps Diamondback, and if the Strait of Hormuz, where 20% of the world's energy previously passed through, remains closed, oil prices will likely rise. The pressure could be more sustained if there's greater damage to energy infrastructure in the region. 2. Valero Energy Buying stock in a petroleum refiner due to the threat of an ex...
Key Points A U.S. oil exploration and production company is ideally positioned to benefit from higher oil prices. A petroleum-refining stock is surging on the back of an increased crack spread. The conflict in the Middle East and Iran has near-term and potentially long-term ramifications. 10 stocks we like better than Diamondback Energy › Shares in Diamondback Energy (NASDAQ: FANG) and Valero Ener...
Key Points A U.S. oil exploration and production company is ideally positioned to benefit from higher oil prices. A petroleum-refining stock is surging on the back of an increased crack spread. The conflict in the Middle East and Iran has near-term and potentially long-term ramifications. 10 stocks we like better than Diamondback Energy › Shares in Diamondback Energy (NASDAQ: FANG) and Valero Energy (NYSE: VLO) have risen strongly in 2026, partly in response to hostilities in the Gulf and the resulting increase in oil prices. However, they shouldn't be seen as mere tactical devices to protect a portfolio from a potential issue that might resolve with a swift resolution of the conflict. The reality is that both stocks could see a lasting positive impact. 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 » 1. Diamondback Energy Diamondback is a U.S. oil and gas exploration and production company with a major focus on the Permian Basin, the most productive oil region in the U.S. that covers West Texas and New Mexico. It's a relatively conservatively run company whose management takes a flexible approach to drilling activity and capital spending. The company's management team is committed to returning cash flow to investors, having returned $12.5 billion since 2018, including a base dividend (which grew from $0.50 a year to $4.20 a year over the period), opportunistic share buybacks, and share buyback programs. Regarding the latter, in late February, it had $2.3 billion remaining out of an approved $8 billion share buyback program. The $4.20 dividend is protected down to an oil price of $37 per barrel, supported by hedging and its relatively low cost of production. Management believes it has upside exposure to a price of oil above $50 per barrel. A higher oil price obviously helps Diamondback, and if the ...
This market will resolve to "Yes" if the official closing price for NVIDIA Corporation (NVDA) on March 23 is higher than the listed price. Otherwise, this market will resolve to "No." If the final session is shortened (for example, due to a market-holiday schedule), the official closing price published for that shortened session will still be used for resolution. If no official closing price is pu...
This market will resolve to "Yes" if the official closing price for NVIDIA Corporation (NVDA) on March 23 is higher than the listed price. Otherwise, this market will resolve to "No." If the final session is shortened (for example, due to a market-holiday schedule), the official closing price published for that shortened session will still be used for resolution. If no official closing price is published for that session (for example, due to a trading halt into the close, system issue, delisting, or other disruption), the market will use the last valid on-exchange trade price of the regular session as the effective closing price. In the event of a stock split, reverse stock split, or similar corporate action affecting the listed company during the listed time frame, this market will resolve based on split-adjusted prices as displayed on Yahoo Finance. The target price will be adjusted proportionally to reflect any stock splits. Resolution will be based on the historical price data as shown on Yahoo Finance after any adjustments have been applied. The resolution source for this market is Yahoo Finance, specifically the NVIDIA Corporation (NVDA) "Close" prices available at https://finance.yahoo.com/quote/NVDA/history, published under "Historical Prices." This market will resolve to "Yes" if the official closing price for NVIDIA Corporation (NVDA) on March 23 is higher than the listed price. Otherwise, this market will resolve to "No." If the final session is shortened (for example, due to a market-holiday schedule), the official closing price published for that shortened session will still be used for resolution. If no official closing price is published for that session (for example, due to a trading halt into the close, system issue, delisting, or other disruption), the market will use the last valid on-exchange trade price of the regular session as the effective closing price. In the event of a stock split, reverse stock split, or similar corporate action affecting...
Photographer: Qilai Shen/Bloomberg Apple Inc. Chief Executive Officer Tim Cook commended Chinese developers and the company’s partners in the country, days after the ruling party’s flagship newspaper criticized the iPhone maker for monopolistic policies. Cook, speaking at the China Development Forum in Beijing on Sunday, praised the innovations of Chinese developers and the automation at the count...
Photographer: Qilai Shen/Bloomberg Apple Inc. Chief Executive Officer Tim Cook commended Chinese developers and the company’s partners in the country, days after the ruling party’s flagship newspaper criticized the iPhone maker for monopolistic policies. Cook, speaking at the China Development Forum in Beijing on Sunday, praised the innovations of Chinese developers and the automation at the country’s manufacturing facilities. He said Apple and China share common goals, including in green development and carbon neutrality. Most Read from Bloomberg Apple lowered the fees it collects from app developers in the country earlier this month, a major concession in a hugely lucrative market where the company faced the risk of antitrust intervention by local regulators. Yet after the announcement, the Communist Party’s People’s Daily newspaper called for a further easing of App Store restrictions and urged the firm to fix “monopolistic” practices — highlighting how Apple may continue to face pressure from Beijing. “Innovation, green development and education are not separate properties — they are deeply connected,” Cook said. “They represent the vision of progress that we at Apple share, and we are committed to collaborating with our partners across China and with all of you to make that vision a reality.” An “excellently talented developer community” helps to increase prosperity and opportunity across China, and innovation is transforming its manufacturing sector, Cook said. While the US tech giant builds most of its devices in China, it has diversified its assembly to regions such as Vietnam and India. “There is a Chinese proverb I love - ‘a single tree does not make a forest,’” Cook said. “Together, I believe we can plant that forest.” Apple has seen its sales growth in China rebound in recent months, helped by demand for the latest iPhone edition and consumers switching from rival devices. Revenue from the country jumped 38% to $25.5 billion in the holiday quarter that e...
(Bloomberg) — Apple Inc. Chief Executive Officer Tim Cook commended Chinese developers and the company’s partners in the country, days after the ruling party’s flagship newspaper criticized the iPhone maker for monopolistic policies. Cook, speaking at the China Development Forum in Beijing on Sunday, praised the innovations of Chinese developers and the automation at the country’s manufacturing fa...
(Bloomberg) — Apple Inc. Chief Executive Officer Tim Cook commended Chinese developers and the company’s partners in the country, days after the ruling party’s flagship newspaper criticized the iPhone maker for monopolistic policies. Cook, speaking at the China Development Forum in Beijing on Sunday, praised the innovations of Chinese developers and the automation at the country’s manufacturing facilities. He said Apple and China share common goals, including in green development and carbon neutrality. Most Read from Bloomberg Apple lowered the fees it collects from app developers in the country earlier this month, a major concession in a hugely lucrative market where the company faced the risk of antitrust intervention by local regulators. Yet after the announcement, the Communist Party’s People’s Daily newspaper called for a further easing of App Store restrictions and urged the firm to fix “monopolistic” practices — highlighting how Apple may continue to face pressure from Beijing. “Innovation, green development and education are not separate properties — they are deeply connected,” Cook said. “They represent the vision of progress that we at Apple share, and we are committed to collaborating with our partners across China and with all of you to make that vision a reality.” An “excellently talented developer community” helps to increase prosperity and opportunity across China, and innovation is transforming its manufacturing sector, Cook said. While the US tech giant builds most of its devices in China, it has diversified its assembly to regions such as Vietnam and India. “There is a Chinese proverb I love - ‘a single tree does not make a forest,’” Cook said. “Together, I believe we can plant that forest.” Apple has seen its sales growth in China rebound in recent months, helped by demand for the latest iPhone edition and consumers switching from rival devices. Revenue from the country jumped 38% to $25.5 billion in the holiday quarter that ended in December. Spe...