The worsening economics of television have put pressure on networks to reconsider the value of late-night shows, although the specter of President Trump also hangs over Colbert’s departure.
The worsening economics of television have put pressure on networks to reconsider the value of late-night shows, although the specter of President Trump also hangs over Colbert’s departure.
Minerva theatre, Chichester John Morton’s debut as a playwright is a finely crafted family drama with shades of Alan Ayckbourn As a TV writer-director, John Morton specialises in the sort of English talk that either means nothing at all or something completely different from what was said. In the sitcoms Twenty Twelve, W1A and currently Twenty Twenty Six , the hesitations, repetitions and desperat...
Minerva theatre, Chichester John Morton’s debut as a playwright is a finely crafted family drama with shades of Alan Ayckbourn As a TV writer-director, John Morton specialises in the sort of English talk that either means nothing at all or something completely different from what was said. In the sitcoms Twenty Twelve, W1A and currently Twenty Twenty Six , the hesitations, repetitions and desperate metaphors – in conversations that sound improvised but are precisely written – reveal corporate conceit and deceit. But the stilted and stalled speech in Morton’s playwriting debut, Eclipse, represents unsaid and unsayable things among the gathered family of Edward, a late-stage cancer patient who has asked to die under “home hospice” care at an old rectory in Devon. Edward, confined behind a door in the corner of the convincingly lived-in kitchen that dominates Simon Higlett’s set, is never seen or heard but feels completely real. That theatrical illusion recalls theatre’s genius of offstage characters, Alan Ayckbourn, as do many of those we see: bickering siblings Jonathan (Rupert Penry-Jones) and Sarah (Sarah Parish), diffident and assertive respectively, and the latter’s hapless, tactless husband, Graham (Paul Thornley). The pair of end-care nurses – gently attentive Karen (Selina Cadell) and self-consciously jolly Linda (Lizzie Hopley) – are also familiar English comedy types. Continue reading...
A defiant performance against Manchester City could deliver silverware in a year in which the club has already sacked two head coaches Chelsea fared well as underdogs in their most recent outing in a final. They surprised Paris Saint-Germain in last summer’s Club World Cup, racing into an unassailable 3-0 lead by half-time and disrupting the European champions thanks to a clever tactical approach ...
A defiant performance against Manchester City could deliver silverware in a year in which the club has already sacked two head coaches Chelsea fared well as underdogs in their most recent outing in a final. They surprised Paris Saint-Germain in last summer’s Club World Cup, racing into an unassailable 3-0 lead by half-time and disrupting the European champions thanks to a clever tactical approach from Enzo Maresca. Perhaps there will be more of the same at Wembley. Chelsea have form when it comes to upsetting the odds in a big game, although the one problem with bringing up the PSG win before Saturday afternoon’s FA Cup final against Manchester City is that the challenge of coming up with a plan smart enough to beat Pep Guardiola is no longer Maresca’s responsibility. Continue reading...
Art Wager Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impact stock prices next week. Monday - May 18 Volatility watch - Intel ( INTC ) and Ondas ( ONDS ) are set up for another volatile week of trading based on options volatility. The most overbought stocks per their 14-day relative strength in...
Art Wager Welcome to Seeking Alpha's Catalyst Watch - a breakdown of some of next week's actionable events that stand out. Read more about the events that may impact stock prices next week. Monday - May 18 Volatility watch - Intel ( INTC ) and Ondas ( ONDS ) are set up for another volatile week of trading based on options volatility. The most overbought stocks per their 14-day relative strength index include Robo.ai ( AIIO ), Bandwidth ( BAND ), and Vishay Precision ( VPG ). The most oversold stocks per their 14-day Relative Strength Index include SunCar ( SDA ), EPAM Systems ( EPAM ), and Zoetis ( ZTS ). Short interest is elevated on PureCycle Technologies ( PCT ) and Sunrun ( RUN ) again. Earnings watch - Notable companies due to report include Baidu ( BIDU ). Dividend watch - Companies that have an ex-dividend date coming next week include Carnival Corporation ( CCL ), Chevron ( CVX ), Alcoa ( AA ), and Valero Energy ( VLO ). Inde updates - Lumentum Holdings ( LITE ) will be officially added to the Nasdaq 100 Index. SharkNinja ( SN ) will jump to the S&P MidCap 400 Index, replacing Flowers Foods ( FLO ), which is simultaneously moving into the S&P SmallCap 600. IPO watch - Investment bank Lincoln International ( LCLN ) is expected to price its IPO during the week and begin to trade. The quiet periods expire for Yesway ( YSWY ), X-Energy ( XE ), Elmet Group ( ELMT ), and National Healthcare Properties ( NHP ) to free up analysts to post ratings. SpaceX's ( SPACE ) IPO prospectus could be released during the week. All week - Dell Technologies World 2026 will begin in Las Vegas, Nevada. The conference will feature keynote addresses from Dell ( DELL ) management and will also include a presentation from NVIDIA ( NVDA ) CEO Jensen Huang. All day - The two-day GamesBeat Summit will feature updates from entertainment and technology executives. All day - The three-day J.P. Morgan Global Technology, Media, and Communications Conference will begin. IBM ( IBM ), CoreWeave (...
Next week will test whether the AI rally can hold as fears of rising inflation grow. Stocks have been ripping higher thanks to a revival in enthusiasm around artificial intelligence. Since its March low, the S & P 500 has rallied roughly 19% to top 7,500 this week for the first time ever. Chip stocks, and especially memory, are responsible for that advance. Take note that the Roundhill Memory ETF ...
Next week will test whether the AI rally can hold as fears of rising inflation grow. Stocks have been ripping higher thanks to a revival in enthusiasm around artificial intelligence. Since its March low, the S & P 500 has rallied roughly 19% to top 7,500 this week for the first time ever. Chip stocks, and especially memory, are responsible for that advance. Take note that the Roundhill Memory ETF (DRAM) , which has Micron Technology , SK Hynix and Samsung as its largest holdings, has already ballooned to $10 billion in assets under management, after only launching a little over a month ago. But the stock market has taken off without much participation from its base. Most glaringly absent are the cyclical corners that are most affected by the effects of higher inflation. The S & P 500, which has climbed 3% this month, is about flat on an equal-weight basis. Financials are the worst-performing sector year to date, down more than 6%, while consumer discretionary is only slightly higher on the year. "What we do know is that the rise in energy prices we have already seen is eventually going to have serious consequences for the economy and equities," François Trahan, chief investment strategist at BMO Capital Markets, wrote this week. "That part might not be completely priced into the major indices." That raises the stakes for next week, given that Nvidia's earnings are set to release into a stock market at record highs, alongside a whole spate of consumer companies such as Walmart that are reporting just as consumer sentiment dives to all-time lows . The divergence between the stock market and weakening consumer sentiment is especially worrisome given that the two measures usually move more in sync. A rising stock market contributes to the "wealth effect," meaning individuals with growing portfolios can continue to spend and feel optimistic about their future prospects. That overall feeling of financial wellbeing from a rising ticker tape can extend even to those with li...
imaginima/E+ via Getty Images I previously rated Devon Energy ( DVN ) as a Buy in March 2026, thanks to their beneficiary status from the likely to remain higher commodity spot prices. In this article, I shall discuss why I am reiterating my Buy rating for the DVN stock, attributed to their discounted valuations compared to its up/midstream peers. DVN Proves Their Upstream Beneficiary Status DVN 1...
imaginima/E+ via Getty Images I previously rated Devon Energy ( DVN ) as a Buy in March 2026, thanks to their beneficiary status from the likely to remain higher commodity spot prices. In this article, I shall discuss why I am reiterating my Buy rating for the DVN stock, attributed to their discounted valuations compared to its up/midstream peers. DVN Proves Their Upstream Beneficiary Status DVN 1Y Stock Price (Trading View) 1. Developing Iran Conflict & Supply Tightness Since my last Buy rating, DVN has delivered a +5.9% total return compared to the wider market at +10.4%, with a similar volatility also observed in its up/midstream players in varying degrees. This is unsurprising indeed, since much of their prospects are inherently linked to the fluctuating commodity spot prices from the rapidly developing Iran conflict . Given that the global oil supply has declined to 95.1 mb/day by April 2026, down by -12.8 mb/d since February 2026, against the global oil demand at 104 mb/d, it is unsurprising that the WTI oil spot prices have risen dramatically from the 2025 averages of $65.39 per barrel to $101s per barrel by the time of writing. Oil Inventory Drawdown (US EIA) Most importantly, at a time of imbalanced supply and demand cadence, it is unsurprising that the US EIA already expects the global oil inventories to fall by an average of - 8.5 mb/d in Q2'26 , with further withdrawals expected in Q3'26 before the inventories may be rebuilt from Q4'26 onwards. The elevated spot prices are also why DVN is likely to be benefit as an upstream player, as previously observed in their richer top/bottom-line performance in FY2022 thanks to the previously higher WTI prices at $94.90 per barrel in 2022 and their higher realized oil prices at an average of over $80s. 2. FY2026 Tailwinds From Higher Oil Prices & Merger DVN's Capital Efficiency (DVN) The same has been hinted by DVN in the recent FQ1'26 earnings call, with the management expecting higher Free Cash Flow yields at up ...
Oil prices have skyrocketed this year due to the war in Iran and its impact on oil supplies from the Middle East. Brent oil, the global benchmark price, has rocketed by about 80% this year to around $110 a barrel. The surge in crude prices is starting to affect global oil demand. The International Energy Agency (IEA) recently revised its demand outlook down by 420,000 barrels per day. Here's a loo...
Oil prices have skyrocketed this year due to the war in Iran and its impact on oil supplies from the Middle East. Brent oil, the global benchmark price, has rocketed by about 80% this year to around $110 a barrel. The surge in crude prices is starting to affect global oil demand. The International Energy Agency (IEA) recently revised its demand outlook down by 420,000 barrels per day. Here's a look at whether this demand destruction means it's time to trim your energy stocks . Image source: Getty Images. Continue reading
utah778/iStock via Getty Images We can say what we want, but without opening BLOX, from the outside we see a fund that has distributed over 30%, participating in the crypto and tech market with a total return higher than Bitcoin. That said, it makes sense to question the reason, and yes… at this point it makes sense to open it from the inside. And the question I personally ask myself is: can it be...
utah778/iStock via Getty Images We can say what we want, but without opening BLOX, from the outside we see a fund that has distributed over 30%, participating in the crypto and tech market with a total return higher than Bitcoin. That said, it makes sense to question the reason, and yes… at this point it makes sense to open it from the inside. And the question I personally ask myself is: can it be an income oriented solution to have a weighted exposure to the crypto market, crypto industrial and strategic tech? I was very hesitant, I'm honest, because there's really little transparency here in my opinion. But the way it's set up today… yes. But attention: in my opinion, not a traditional buy & hold. Let me explain better, but first… What is BLOX? Tidal manages $50.52 billion AUM, Nicholas Wealth manages only $757.7 million total AUM, so BLOX represents over 1/3 of Nicholas Wealth's total AUM. What drove this AUM growth? Its peculiarity made it distinctive in less than 1 year of operation: it's an actively managed, non-diversified ETF (1940 Act), that invests in a blend structure 40% BTC / 30% crypto equities index / 30% tech via Taiwan Semiconductor Manufacturing Company Limited ( TSM ) and NVIDIA Corporation ( NVDA ) that seems to distribute up to 36% annualized today. BLOX: 1Y performance (Seeking Alpha) It does so with a Physical (holds underlying securities) + Synthetic (uses options for crypto exposure) composition. It doesn't buy Bitcoin/Ethereum directly, but buys spot ETFs, like the VanEck Bitcoin ETF ( HODL ) and iShares Ethereum Trust ETF ( ETHA ), and it creates synthetic long via options (long call + short put same strike), so it has a double layer of costs, which is reflected in an expense ratio of 0.99%, so quite high, especially if compared to spot ETFs on Bitcoin and Ethereum. A structure that moreover maintains a 100% turnover, which means every security is changed at least 1 time every year. Which generates transaction costs (even if unitary fee co...
Soybeans are pushing the retreat to Friday, with contracts down 14 to 15 cents at midday. The cmdtyView national average Cash Bean price is down 19 cents at $11.09 1/4. Soymeal futures are back up 70 cents to $1.70, with Soy Oil futures falling steady at midday. There was 1...
Soybeans are pushing the retreat to Friday, with contracts down 14 to 15 cents at midday. The cmdtyView national average Cash Bean price is down 19 cents at $11.09 1/4. Soymeal futures are back up 70 cents to $1.70, with Soy Oil futures falling steady at midday. There was 1...
Cotton futures are trading with 281 top 381 point losses at midday, with nearby July bouncing off early limit losses. The US dollar index is $0.407 higher at $98.135. Crude oil is up $4.01 at $105.18 midday. Few details announced following the meeting with President Trump and China’s President Xi...
Cotton futures are trading with 281 top 381 point losses at midday, with nearby July bouncing off early limit losses. The US dollar index is $0.407 higher at $98.135. Crude oil is up $4.01 at $105.18 midday. Few details announced following the meeting with President Trump and China’s President Xi...
Corn futures are down 9 to 11 cents in the front months on Friday. There were 124 deliveries issued for May corn futures overnight. The CmdtyView national average Cash Corn price is down 11 cents to $4.16 3/4. Export Sales data showed total corn commitments at 77.748 MMT as of...
Corn futures are down 9 to 11 cents in the front months on Friday. There were 124 deliveries issued for May corn futures overnight. The CmdtyView national average Cash Corn price is down 11 cents to $4.16 3/4. Export Sales data showed total corn commitments at 77.748 MMT as of...
Watch: Trump Spars With 'Treasonous' NYT Reporter On Iran War Coverage Friday saw a wild exchange play out between President Trump and a member of the media aboard Air Force One as it made its way back from China. The New York Times' David Sanger pointed out that Trump's Operation Epic Fury did not result in political transition in Iran, but that the same Islamic Republic theocratic government is ...
Watch: Trump Spars With 'Treasonous' NYT Reporter On Iran War Coverage Friday saw a wild exchange play out between President Trump and a member of the media aboard Air Force One as it made its way back from China. The New York Times' David Sanger pointed out that Trump's Operation Epic Fury did not result in political transition in Iran, but that the same Islamic Republic theocratic government is in charge. Sanger in essence questioned whether there was actually 'total victory' as Trump and his officials have repeatedly claimed. A visibly angered Trump, standing physically close to Sanger, rebuked this line of questioning as "treasonous" coverage of the "victory" accomplished by the United States. Watch the tense scene play out: Trump to NYT's David Sanger: "I had a total military victory. But the fake news, guys like you, write incorrectly. You're a fake guy. We had a total military victory. I actually think it's sort of treasonous what you write. You should be ashamed of yourself. I actually think it's… pic.twitter.com/QK421YHKtq — Aaron Rupar (@atrupar) May 15, 2026 "I had a total military victory. But the fake news, guys like you, write incorrectly. You're a fake guy. We had a total military victory . I actually think it's sort of treasonous what you write. You should be ashamed of yourself. I actually think it's treason ." As if to emphasize the charge, Trump peppered his comments by using 'treason' or 'treasonous' several times throughout his response, singling out both the NY Times and CNN in particular. "I actually think it’s sort of treasonous what you write," the president reiterated while lambasting Sanger, describing the Times and CNN "the worst." Trump likely has in mind some of Sanger's earlier articles as well, given he reported earlier this month that while the Iranian ayatollah was "clearly gone" - it remains that the Islamic Republic's nuclear stockpile has remained untouched, even if likely buried underground at destroyed nuclear sites. Also there...