Exclusive: Britain expected to be allowed to keep ban on live animal exports, sources say, in fillip for Keir Starmer UK politics live – latest updates Brussels is preparing to offer Keir Starmer a key concession in talks over an agricultural deal, giving the beleaguered prime minister an important victory in his efforts to move closer to the EU. European officials have conceded that the UK can ke...
Exclusive: Britain expected to be allowed to keep ban on live animal exports, sources say, in fillip for Keir Starmer UK politics live – latest updates Brussels is preparing to offer Keir Starmer a key concession in talks over an agricultural deal, giving the beleaguered prime minister an important victory in his efforts to move closer to the EU. European officials have conceded that the UK can keep its ban on live animal exports as part of any joint deal on food and agricultural products, according to sources on both sides of the talks, even though the EU has not imposed such a ban. Continue reading...
DNY59/iStock via Getty Images I will keep it short: the good news is that REITs are now back in vogue. After a multi-year bear market, capital flows into the sector have finally turned positive, and as a result, REITs have surged by 10% so far this year, marking one of the best starts to a year in a long time. Data by YCharts And I think that this is still just the beginning of a new multi-year bu...
DNY59/iStock via Getty Images I will keep it short: the good news is that REITs are now back in vogue. After a multi-year bear market, capital flows into the sector have finally turned positive, and as a result, REITs have surged by 10% so far this year, marking one of the best starts to a year in a long time. Data by YCharts And I think that this is still just the beginning of a new multi-year bull market because the reason why REITs are surging is the " AI immunity trade ". According to Hazelview , a $10+ billion investment firm, REITs are now rising as capital is rotating from AI-disrupted sectors like SaaS companies into AI-resilient assets like REITs. They call it the " HALO " effect, with investors increasingly seeking " H eavy A ssets, L ow O bsolescence" to protect themselves from the immense potential value destruction caused by AI. Data by YCharts SaaS companies (Software as a Service) like Salesforce ( CRM ), Roper Technologies ( ROP ), and monday.com ( MNDY ) have already taken it on the chin, as you can see in the chart above. But I think that they were just the first domino to fall, and this is still just the beginning. As I predicted nearly a year ago, AI is likely to turn into a major disruptive force, hurting lots of businesses over the long run as it destroys barriers to entry, increases competition, and ultimately results in lower profits for most individual companies. I know that this is a bold claim, which is why I have written several articles ( here , here , and here ) on the topic, detailing how AI would disrupt various types of businesses, ranging from retail to education, logistics, healthcare, and most other things. This has the potential to lead to similar SaaS-like equity value destruction over most sectors over time, and as more investors come to this same conclusion, I expect the focus to increasingly shift to that of " wealth preservation ", pushing a lot more capital towards AI-resilient assets like REITs ( VNQ ). This has already st...
Duolingo (NASDAQ: DUOL) stock has been in a free fall for some time. Last year, it crashed by 46%, and already in 2026, it's down another 39%. Things have gone from bad to worse for its shareholders. Investors have been eager to dump the stock even though its underlying financials haven't been all that bad. The business is growing, and its margins look strong. Here's why I think the market is puni...
Duolingo (NASDAQ: DUOL) stock has been in a free fall for some time. Last year, it crashed by 46%, and already in 2026, it's down another 39%. Things have gone from bad to worse for its shareholders. Investors have been eager to dump the stock even though its underlying financials haven't been all that bad. The business is growing, and its margins look strong. Here's why I think the market is punishing the growth stock , and what it might mean for investors. Image source: Getty Images. Continue reading
You pay into Social Security your entire career. You watch 6.2% of your earnings come out of your paycheck before it even makes its way to your bank account, so you expect to get a decent chunk of that back in retirement, but that's not always the case. Those with short work histories may not qualify for Social Security or may receive only a small benefit. Here's a closer look at how this could af...
You pay into Social Security your entire career. You watch 6.2% of your earnings come out of your paycheck before it even makes its way to your bank account, so you expect to get a decent chunk of that back in retirement, but that's not always the case. Those with short work histories may not qualify for Social Security or may receive only a small benefit. Here's a closer look at how this could affect you. Image source: Getty Images. Continue reading
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is one of the 14 Stocks That Will Skyrocket. This stock is another one pitched by Adam O’Dell. He makes a big claim to point out that “Amazon is betting its entire AI future on this company’s technology.” In fact, the technology is so crucial that “without this partner’s […]
Taiwan Semiconductor Manufacturing Co. Ltd. (NYSE:TSM) is one of the 14 Stocks That Will Skyrocket. This stock is another one pitched by Adam O’Dell. He makes a big claim to point out that “Amazon is betting its entire AI future on this company’s technology.” In fact, the technology is so crucial that “without this partner’s […]
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day. (Source: Bloomberg)
Playable copies of Microsoft's Forza Horizon 6 have appeared on game piracy sites more than a week before the game's official launch, the apparent result of a mistake in uploading the game's files to Steam over the weekend. Since the early days of Steam, players have been able to preload encrypted versions of supported games well ahead of release so the game is ready to play when the encryption ke...
Playable copies of Microsoft's Forza Horizon 6 have appeared on game piracy sites more than a week before the game's official launch, the apparent result of a mistake in uploading the game's files to Steam over the weekend. Since the early days of Steam, players have been able to preload encrypted versions of supported games well ahead of release so the game is ready to play when the encryption key is released on launch day. But early Sunday morning, Microsoft mistakenly uploaded roughly 155 GB of Forza Horizon 6 files to Steam in unencrypted form, as tracked by SteamDB . That unprotected upload was noticed almost immediately across social media sites and Reddit . Within hours, Reddit's CrackWatch community was reporting that the game's copy protection had been broken, allowing for easy downloads of pirated versions across multiple piracy sites reviewed by Ars (while that initial CrackWatch post has since been "removed by Reddit’s Legal Operations team," details of another crack were being discussed on CrackWatch as of Monday morning). Read full article Comments
BABA heads into Q4 earnings with rising revenue estimates but steep profit declines, heavy subsidies and AI-driven spending clouding the near-term outlook.
BABA heads into Q4 earnings with rising revenue estimates but steep profit declines, heavy subsidies and AI-driven spending clouding the near-term outlook.