XPENG NYSE: XPEV executives highlighted a year of sharp delivery growth, margin expansion, and what they described as major progress in autonomous driving and “physical AI” during the company’s fourth-quarter and full-year 2025 earnings call. Management also provided first-quarter 2026 delivery and revenue guidance and discussed plans to broaden its product lineup, expand overseas operations, and ...
XPENG NYSE: XPEV executives highlighted a year of sharp delivery growth, margin expansion, and what they described as major progress in autonomous driving and “physical AI” during the company’s fourth-quarter and full-year 2025 earnings call. Management also provided first-quarter 2026 delivery and revenue guidance and discussed plans to broaden its product lineup, expand overseas operations, and scale initiatives including Robotaxi and humanoid robots. Get XPENG alerts: Sign Up 2025 results: deliveries up 126%, first quarterly profit in Q4 Chairman and CEO He Xiaopeng said the company delivered 42,945 vehicles in 2025, up 126% year-over-year. He pointed to several product milestones, including Mona M03 becoming the best-selling battery electric sedan in the CNY 100,000–200,000 segment and P7+ ranking first among pure electric sedans in the CNY 150,000–200,000 segment. He also said the company’s Kunpeng super extended-range EV X9 entered mass production, marking the start of what he called a “one vehicle, dual energy era.” He said XPeng’s fiscal-year 2025 gross margin was 18.9%, up 4.6 percentage points from the prior year. He also said the company generated approximately RMB 5 billion of free cash flow inflow in 2025 and ended the year with RMB 47.7 billion in cash on hand. In the fourth quarter, finance VP James Wu reported total revenue of RMB 22.25 billion, up 38.2% year-over-year and up 9.2% sequentially. Vehicle sales revenue was RMB 19.07 billion, while services and other revenue rose to RMB 3.18 billion, up 121.9% year-over-year. Wu attributed the services and other growth primarily to technical R&D services provided to Volkswagen Group tied to milestone achievements, parts and accessories sales, and carbon credit trading. Gross margin in Q4 was 21.3%, up from 14.4% a year earlier and 20.1% in Q3. Vehicle margin was 13.0%, roughly flat sequentially and up from 10.0% in Q4 2024, which Wu said reflected ongoing cost reductions and an improved product mix. Wu s...
Liverpool have said they are "appalled and disgusted" by racist abuse directed towards defender Ibrahima Konate on social media. The France international was involved in a challenge with Galatasaray striker Victor Osimhen during the first half of Liverpool's 4-0 Champions League win at Anfield on Wednesday. Osimhen was subbed off at half-time and it was later revealed by the Turkish side that he h...
Liverpool have said they are "appalled and disgusted" by racist abuse directed towards defender Ibrahima Konate on social media. The France international was involved in a challenge with Galatasaray striker Victor Osimhen during the first half of Liverpool's 4-0 Champions League win at Anfield on Wednesday. Osimhen was subbed off at half-time and it was later revealed by the Turkish side that he had fractured his forearm. It led to Konate receiving racist abuse online which Liverpool said was "completely unacceptable". "It is dehumanising, cowardly and rooted in hate," the club said on Friday. "Racism has no place in football, no place in society and no place anywhere - online or offline. "Our players are not targets. They are human beings. The abuse that continues to be directed at players, often hidden behind anonymous accounts, is a stain on the game and on the platforms that allow it to persist." The club said they were offering Konate their "full support" and working with the relevant authorities to identify those responsible. Last month, police confirmed they were investigating after four Premier League players experienced online racial abuse in one weekend. Osimhen appeared to fall awkwardly following a challenge with Konate in the eighth minute, but he played on until he was replaced by Leroy Sane at the break. Galatasaray head coach Okan Buruk complained about referee Pawel Raczkowski's decision-making following the Nigeria striker's injury. "Looking at Osimhen's position, we saw that Konate was able to commit these fouls very easily, he could easily apply any kind of foul," Buruk said. "While we were expecting the best referee in the world, perhaps one of the worst referees officiated the game." Liverpool won the last-16 tie 4-1 on aggregate and will face holders Paris St-Germain in next month's quarter-finals. The club called on social media companies to "take responsibility and act now" to prevent racist abuse being directed towards players online. "Thes...
On highways, it got 40 miles per gallon. The bare-bones S trim came with a touch screen, remote keyless entry, and pedestrian detection, with automatic braking. Buyers have long been ditching sedans for sport-utility vehicles, with their higher seating and choice of all-wheel drive, while manufacturers are moving away from low-margin vehicles to focus on posh models for buyers who can afford them.
On highways, it got 40 miles per gallon. The bare-bones S trim came with a touch screen, remote keyless entry, and pedestrian detection, with automatic braking. Buyers have long been ditching sedans for sport-utility vehicles, with their higher seating and choice of all-wheel drive, while manufacturers are moving away from low-margin vehicles to focus on posh models for buyers who can afford them.
Author Raynor Winn published a book under a pseudonym six years before her 2018 memoir The Salt Path, despite repeatedly describing the later work as her debut, it has emerged. Winn received widespread acclaim for The Salt Path, including a £10,000 prize for debut writers. According to Winn’s lawyer, the author released the book, How Not to Dal Dy Dir, in 2012 under the alias Izzy Wyn-Thomas. It w...
Author Raynor Winn published a book under a pseudonym six years before her 2018 memoir The Salt Path, despite repeatedly describing the later work as her debut, it has emerged. Winn received widespread acclaim for The Salt Path, including a £10,000 prize for debut writers. According to Winn’s lawyer, the author released the book, How Not to Dal Dy Dir, in 2012 under the alias Izzy Wyn-Thomas. It was published by a company which she and her husband owned and was sold as part of a prize draw to win their home in north Wales. The claims were made in a new BBC Sounds podcast Secrets of the Salt Path. “It’s the first thing I’ve written since I was a teenager leaving school – the first thing,” she said of The Salt Path in a 2020 interview with Waterstones in 2020. In the same interview, her husband, Moth, was asked if he knew of his wife’s writing abilities. He replied: “No, not at all. Not that she could write. Surprised me.” And speaking to BBC Radio Cornwall in 2019, she said she had searched online for a literary agent “as you do when you have no connections and no idea what you’re doing”. The latest claims follow an ongoing controversy in which Winn has been accused of fabricating aspects of her bestselling 2018 memoir. The Salt Path describes Winn’s experience of walking the 630-mile South West Coast Path with Moth, after the couple lost their home in Wales, and Moth was diagnosed with a terminal illness. An investigation by the Observer presented legal documents and witnesses who alleged that the couple lost their home after Winn took out a private mortgage to repay tens of thousands of pounds she was alleged to have taken from her employer. The same investigation further alleged that Moth had not been diagnosed with corticobasal degeneration (CBD). In response to the Observer’s investigation, Winn called the article “grotesquely unfair” and “highly misleading”, adding that it “seeks to systematically pick apart my life”. Winn is said to have made millions of pound...
On February 17, 2026, 12 West Capital Management LP disclosed a new position in Hawaiian Electric Industries(HE +0.14%), acquiring 1,850,000 shares in a transaction estimated at $22.75 million based on quarterly average pricing. What happened According to a SEC filing dated February 17, 2026, 12 West Capital Management LP established a new position in Hawaiian Electric Industries, acquiring 1,850,...
On February 17, 2026, 12 West Capital Management LP disclosed a new position in Hawaiian Electric Industries(HE +0.14%), acquiring 1,850,000 shares in a transaction estimated at $22.75 million based on quarterly average pricing. What happened According to a SEC filing dated February 17, 2026, 12 West Capital Management LP established a new position in Hawaiian Electric Industries, acquiring 1,850,000 shares. The estimated transaction value is $22.75 million, based on the average price during the fourth quarter of 2025. The stake's quarter-end value also totaled $22.75 million, reflecting both the trade and market pricing as of December 31, 2025. What else to know This was a new position for the fund and represents 2.71% of 13F reportable assets under management. Top holdings after the filing: NYSE:SHAK: $159.39 million (19.0% of AUM) NASDAQ:GDS: $149.50 million (17.8% of AUM) NASDAQ:RBLX: $85.08 million (10.1% of AUM) NYSE:TBBB: $78.89 million (9.4% of AUM) NYSE:TOST: $65.62 million (7.8% of AUM) As of March 19, 2026, shares of Hawaiian Electric Industries were priced at $14.28, up 29.9% over the past year. Company overview Metric Value Revenue (TTM) $3.087 billion Net income (TTM) $126.28 million Price (as of market close February 13, 2026) $14.25 One-year price change 29.9% Company snapshot Provides electric utility services across multiple Hawaiian islands, operates a community bank, and invests in renewable energy and sustainable infrastructure. Generates revenue primarily through regulated electricity sales, banking services including loans and deposits, and investments in non-regulated renewable energy projects. Serves residential, commercial, and governmental customers, including suburban communities, resorts, U.S. military installations, and agricultural operations in Hawaii. Hawaiian Electric Industries, Inc. is a diversified utility holding company with operations spanning electric utilities, banking, and renewable energy investments in Hawaii. The company...
Zolak/iStock via Getty Images As the hedge fund industry hovers near an all-time high of roughly $5 trillion in assets, up from about $600 billion at the turn of the century, it has recently experienced a moderate drawdown across most strategies in the first half of March 2026. Many investors view this as a temporary setback driven by volatility linked to the Iran war. However, if this is not a sh...
Zolak/iStock via Getty Images As the hedge fund industry hovers near an all-time high of roughly $5 trillion in assets, up from about $600 billion at the turn of the century, it has recently experienced a moderate drawdown across most strategies in the first half of March 2026. Many investors view this as a temporary setback driven by volatility linked to the Iran war. However, if this is not a short-lived disruption, and losses deepen into sustained double-digit declines, will the implications for the industry resemble those experienced during the 2008 financial crisis? During that period, widespread drawdowns triggered investor redemptions, which in turn amplified losses in less-liquid strategies and created a negative feedback loop between performance and capital flows. The industry has evolved meaningfully since 2008, leaving it better positioned to navigate periods of market stress. The following structural changes have made a similar unravelling less likely: Performance: Expectations vs. Reality Prior to 2009, many hedge funds and fund-of-funds marketed their strategies as delivering absolute returns, often targeting benchmarks such as T-bills plus 400 basis points. This framing led investors to expect consistent positive performance regardless of market conditions. As a result, many were surprised when the average hedge fund declined approximately 18% in 2008, triggering significant withdrawals. Redemption risk increases when realized outcomes diverge sharply from expectations. Since then, managers have set more realistic expectations and educated investors on how their strategies are likely to perform across different market environments. Many investors now understand that the majority of hedge fund strategies exhibit some degree of correlation to broader markets, especially during market stress, and are therefore more prepared to withstand periods of underperformance. Due Diligence and Transparency In the early 2000s, operational due diligence was often lim...
VanEck Associates increased its holdings of AST SpaceMobile (ASTS 0.18%) stock by 125% in Q3 2025, as MarketBeat reported last week. The NYC-based privately owned investment manager now owns 782,041 shares of the satellite telecommunications start-up, a stake worth $69.7 million. Sound impressive? It gets better (for VanEck). According to SEC filings, the company's AST SpaceMobile stake was only w...
VanEck Associates increased its holdings of AST SpaceMobile (ASTS 0.18%) stock by 125% in Q3 2025, as MarketBeat reported last week. The NYC-based privately owned investment manager now owns 782,041 shares of the satellite telecommunications start-up, a stake worth $69.7 million. Sound impressive? It gets better (for VanEck). According to SEC filings, the company's AST SpaceMobile stake was only worth $38.4 million at the time it disclosed its purchases. That means VanEck has already made an 81% profit on AST in less than six months. Investors who've owned AST even longer have done even better. According to Yahoo! Finance data, AST stock has tripled over the last 12 months and is up 13.5 times over the last three years. Wall Street loves AST SpaceMobile Everyone loves a winner -- especially on Wall Street. As MarketBeat points out, institutional investors have flocked to AST stock, with companies including Vanguard, Invesco, and Dimensional Fund Advisors all significantly increasing their stakes. What's driving institutional investors to invest in AST SpaceMobile? Well, the company may have hit an inflection point last quarter. "For the first time in 2025, AST SpaceMobile became a revenue-generating business" in Q4, as CEO Abel Avellan boasted earlier this month. Although the company's satellites still aren't ready for commercial use, reported revenue surged to $70.9 million in 2025 on the strength of multiple U.S. government contracts. AST is promising further revenue growth this year from both its mobile telecommunications partners and its government contracts, and to start "initial commercial activation." AST just launched its sixth BlueBird satellite and plans to launch its seventh this month. Future launches will take place every month or two, and will carry more satellites per launch, such that AST will end 2026 with between 45 and 60 satellites in orbit, says the company. Expand NASDAQ : ASTS AST SpaceMobile Today's Change ( -0.18 %) $ -0.17 Current Price $ 9...
Key Points Investment manager VanEck Associates now owns nearly $70 million worth of AST SpaceMobile stock. Initial commercial activation of AST SpaceMobile's DTC satellite network could happen later this year. 10 stocks we like better than AST SpaceMobile › VanEck Associates increased its holdings of AST SpaceMobile (NASDAQ: ASTS) stock by 125% in Q3 2025, as MarketBeat reported last week. The NY...
Key Points Investment manager VanEck Associates now owns nearly $70 million worth of AST SpaceMobile stock. Initial commercial activation of AST SpaceMobile's DTC satellite network could happen later this year. 10 stocks we like better than AST SpaceMobile › VanEck Associates increased its holdings of AST SpaceMobile (NASDAQ: ASTS) stock by 125% in Q3 2025, as MarketBeat reported last week. The NYC-based privately owned investment manager now owns 782,041 shares of the satellite telecommunications start-up, a stake worth $69.7 million. Sound impressive? It gets better (for VanEck). According to SEC filings, the company's AST SpaceMobile stake was only worth $38.4 million at the time it disclosed its purchases. That means VanEck has already made an 81% profit on AST in less than six months. 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 » Investors who've owned AST even longer have done even better. According to Yahoo! Finance data, AST stock has tripled over the last 12 months and is up 13.5 times over the last three years. Wall Street loves AST SpaceMobile Everyone loves a winner -- especially on Wall Street. As MarketBeat points out, institutional investors have flocked to AST stock, with companies including Vanguard, Invesco, and Dimensional Fund Advisors all significantly increasing their stakes. What's driving institutional investors to invest in AST SpaceMobile? Well, the company may have hit an inflection point last quarter. "For the first time in 2025, AST SpaceMobile became a revenue-generating business" in Q4, as CEO Abel Avellan boasted earlier this month. Although the company's satellites still aren't ready for commercial use, reported revenue surged to $70.9 million in 2025 on the strength of multiple U.S. government contracts. AST is promising further revenue growth this year from bot...
pabradyphoto The Federal Reserve and global central banks should consider raising interest rates rather than cutting them in response to the escalating Middle East crisis and its dramatic impact on global oil markets, according to Jim Bianco, president and founder of Bianco Research. In an interview with Bloomberg, Bianco warned that “the appropriate response from central banks might be to hike ra...
pabradyphoto The Federal Reserve and global central banks should consider raising interest rates rather than cutting them in response to the escalating Middle East crisis and its dramatic impact on global oil markets, according to Jim Bianco, president and founder of Bianco Research. In an interview with Bloomberg, Bianco warned that “the appropriate response from central banks might be to hike rates” and called any move to cut rates “a giant mistake.” The veteran analyst described an unprecedented fracturing of the global oil market into three distinct pricing tiers. Middle Eastern crude destined for Asia is now trading at $160 to $170 per barrel, while European oil sits around $115 and U.S. oil ( CL1:COM ), ( CO1:COM ) remains near $95. “We’ve never seen the market break up this much into three distinct markets like it has before,” Bianco said, noting that spreads have ballooned to $80 when they typically amount to just a few dollars based on quality and transportation costs. Bianco explained that interest rates should fundamentally reflect nominal GDP expectations—the combination of growth and inflation. While economic growth may be slowing, he argued that inflation is rising faster, pushing nominal GDP higher and necessitating higher rates. “Nominal GDP is going to go up, and that means that the appropriate response for interest rates [is to] go higher,” he said, drawing parallels to the early 1980s when the Fed raised rates during inflation-driven recessions. The analyst cautioned that cutting rates would effectively subsidize consumers to continue purchasing at elevated prices, worsening the supply imbalance. With global markets needing to reduce consumption by 10M barrels per day, lower rates would only drive prices higher until that demand destruction occurs. “I don’t think that interest rate cuts are going to be appropriate until this war is over and we can assess the damage,” Bianco stated. Using a medical metaphor, Bianco compared oil to “the circulatory ...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Palantir Technologies (NasdaqGS:PLTR) has partnered with Moder to build an AI powered mortgage operations platform. The platform is already live with Freedom Mortgage, applying Palantir's Ontology framework to automate and streamline mortgage workflows. This move reflects a broader pu...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Palantir Technologies (NasdaqGS:PLTR) has partnered with Moder to build an AI powered mortgage operations platform. The platform is already live with Freedom Mortgage, applying Palantir's Ontology framework to automate and streamline mortgage workflows. This move reflects a broader push into financial services and non defense enterprise use cases for Palantir's AI platforms. For investors tracking NasdaqGS:PLTR, this development adds a fresh data point to the existing long term share price record. The stock last closed at $155.68, with a 1 year return of 78.1% and a 3 year gain that is very large. The 5 year return is also very large, highlighting how closely the market has been watching Palantir's expansion beyond its original government focus. Palantir's work with Moder in mortgage technology offers another concrete example of how its AI and Ontology tools are being used in highly regulated, process heavy settings. As more non defense enterprises test and potentially scale these kinds of deployments, investors may focus on how consistently Palantir can turn such partnerships into broader commercial traction and recurring revenue streams. Stay updated on the most important news stories for Palantir Technologies by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Palantir Technologies. NasdaqGS:PLTR Earnings & Revenue Growth as at Mar 2026 We've flagged 0 risks for Palantir Technologies. See which could impact your investment. Quick Assessment ⚖️ Price vs Analyst Target : At US$155.68, the share price sits about 17% below the US$186.60 analyst target. ❌ Simply Wall St Valuation : Shares are trading about 27.5% above the platform's estimated fair value, which screens as overvalued. ✅ Recent Momentum: The 30 day return of roughly 17% signals strong short term momentum around the non defense AI ...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Palantir Technologies (NasdaqGS:PLTR) has partnered with Moder to build an AI powered mortgage operations platform. The platform is already live with Freedom Mortgage, applying Palantir's Ontology framework to automate and streamline mortgage workflows. This move reflects a broader pu...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Palantir Technologies (NasdaqGS:PLTR) has partnered with Moder to build an AI powered mortgage operations platform. The platform is already live with Freedom Mortgage, applying Palantir's Ontology framework to automate and streamline mortgage workflows. This move reflects a broader push into financial services and non defense enterprise use cases for Palantir's AI platforms. For investors tracking NasdaqGS:PLTR, this development adds a fresh data point to the existing long term share price record. The stock last closed at $155.68, with a 1 year return of 78.1% and a 3 year gain that is very large. The 5 year return is also very large, highlighting how closely the market has been watching Palantir's expansion beyond its original government focus. Palantir's work with Moder in mortgage technology offers another concrete example of how its AI and Ontology tools are being used in highly regulated, process heavy settings. As more non defense enterprises test and potentially scale these kinds of deployments, investors may focus on how consistently Palantir can turn such partnerships into broader commercial traction and recurring revenue streams. Stay updated on the most important news stories for Palantir Technologies by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Palantir Technologies. NasdaqGS:PLTR Earnings & Revenue Growth as at Mar 2026 We've flagged 0 risks for Palantir Technologies. See which could impact your investment. Quick Assessment ⚖️ Price vs Analyst Target : At US$155.68, the share price sits about 17% below the US$186.60 analyst target. ❌ Simply Wall St Valuation : Shares are trading about 27.5% above the platform's estimated fair value, which screens as overvalued. ✅ Recent Momentum: The 30 day return of roughly 17% signals strong short term momentum around the non defense AI ...
Investing.com -- NVIDIA Corporation (NASDAQ:NVDA) will deliver 1 million graphics processing units to Amazon.com’s (NASDAQ:AMZN) AWS cloud computing division between 2026 and 2027, an executive confirmed to Reuters, marking the first official timeline for a major cloud partnership that includes a broad array of chips and networking equipment. Ian Buck, Nvidia’s vice president of hyperscale and hig...
Investing.com -- NVIDIA Corporation (NASDAQ:NVDA) will deliver 1 million graphics processing units to Amazon.com’s (NASDAQ:AMZN) AWS cloud computing division between 2026 and 2027, an executive confirmed to Reuters, marking the first official timeline for a major cloud partnership that includes a broad array of chips and networking equipment. Ian Buck, Nvidia’s vice president of hyperscale and high-performance computing, told Reuters the GPU deliveries would begin this year and extend through 2027. The deal encompasses far more than GPUs, according to Buck. Amazon Web Services will also purchase Nvidia’s Spectrum networking chips and newly released Groq chips, which Nvidia obtained through a $17 billion licensing deal with AI chip startup Groq in late 2025. AWS plans to deploy a combination of Groq chips alongside six other Nvidia chip types to optimize AI inference workloads—the process by which AI systems generate responses and execute tasks. "Inference is hard. It’s wickedly hard," Buck told Reuters. "To be the best at inference, it is not a one chip pony. We actually use all seven chips." The agreement also includes deploying Nvidia’s Connect X and Spectrum X networking equipment in AWS data centers, a significant shift given that AWS has historically relied on custom-built networking gear perfected over years of internal development. "They’re still going to do that, of course," Buck said of AWS’s proprietary equipment. "But we are collaborating now on deploying Connect X and Spectrum X for those important workloads and biggest customers across AI with AWS." Neither company disclosed financial terms of the arrangement. Trillion-Dollar Opportunity The AWS deal timeline aligns with CEO Jensen Huang’s projection that Nvidia faces a $1 trillion sales opportunity for its Rubin and Blackwell chip families through 2027. That estimate excludes CPUs, networking chips, Groq-based products, and a variant called Rubin Ultra, suggesting the total addressable market could ext...
Earnings surge ignites debate: Social media discussions highlight Palantir's impressive 70% revenue growth, 41% operating margins, and $11.2 billion backlog from recent earnings. New contracts with the Air Force and GE Aerospace fuel optimism among investors. Many view the stock as resilient amid broader software sector weakness. Technical strength persists: Traders note a 23% rebound from recent ...
Earnings surge ignites debate: Social media discussions highlight Palantir's impressive 70% revenue growth, 41% operating margins, and $11.2 billion backlog from recent earnings. New contracts with the Air Force and GE Aerospace fuel optimism among investors. Many view the stock as resilient amid broader software sector weakness. Technical strength persists: Traders note a 23% rebound from recent lows, with key support at $145 holding firm. Consolidation above moving averages suggests potential upside to $160-$172 resistance levels. The stock's independence from market volatility draws praise. Analyst conviction vs bears: Piper Sandler's $230 price target reinforces bullish theses on AI-driven expansion. References to notable shorts like Michael Burry underscore divided views, yet growth in commercial revenue dominates chatter. Sentiment remains predominantly bullish. Note: This discussion summary was generated from an AI condensation of post data. Palantir Technologies Insider Trading Activity Palantir Technologies insiders have traded $PLTR stock on the open market 227 times in the past 6 months. Of those trades, 0 have been purchases and 227 have been sales. Here’s a breakdown of recent trading of $PLTR stock by insiders over the last 6 months: To track insider transactions, check out Quiver Quantitative's insider trading dashboard. Receive $PLTR Data Alerts Sign Up Palantir Technologies Revenue Palantir Technologies had revenues of $1.4B in Q4 2025. This is an increase of 70.0% from the same period in the prior year. You can track PLTR financials on Quiver Quantitative's PLTR stock page. Palantir Technologies Congressional Stock Trading Members of Congress have traded $PLTR stock 11 times in the past 6 months. Of those trades, 7 have been purchases and 4 have been sales. Here’s a breakdown of recent trading of $PLTR stock by members of Congress over the last 6 months: To track congressional stock trading, check out Quiver Quantitative's congressional trading das...
Growth investing has had a choppy start to 2026. The major growth benchmarks are down in the low single digits year-to-date, and some of the biggest names in tech have pulled back meaningfully from their late-2025 highs. For investors with a multi-year horizon, that kind of consolidation is worth understanding in the context of each ... The Only 3 Growth ETFs I Would Buy and Hold Through Any Marke...
Growth investing has had a choppy start to 2026. The major growth benchmarks are down in the low single digits year-to-date, and some of the biggest names in tech have pulled back meaningfully from their late-2025 highs. For investors with a multi-year horizon, that kind of consolidation is worth understanding in the context of each ... The Only 3 Growth ETFs I Would Buy and Hold Through Any Market
The latest UK inflation data, as well as earnings from companies across a range of sectors, will be in focus in the week ahead. The UK consumer prices index (CPI) reading for February is due out on Wednesday, with this inflation data covering before the start of the conflict between US, Israel and Iran, which has sent oil prices soaring and fuelled fears of a resurgence in pricing pressures. In te...
The latest UK inflation data, as well as earnings from companies across a range of sectors, will be in focus in the week ahead. The UK consumer prices index (CPI) reading for February is due out on Wednesday, with this inflation data covering before the start of the conflict between US, Israel and Iran, which has sent oil prices soaring and fuelled fears of a resurgence in pricing pressures. In terms of earnings, investors will be looking at full-year figures from Chinese electric vehicle (EV) maker BYD (1211.HK), amid efforts to expand its global footprint. Back in the UK, upgraded profit guidance from Next (NXT.L) has signalled that the retailer expects to report a strong end to the year. Fellow FTSE 100 (^FTSE) stock Kingfisher (KGF.L), the home improvement retailing group behind B&Q, has also set a positive tone for its full-year results with a profit guidance upgrade. On the FTSE 250 (^FTMC), housebuilder Bellway (BWY.L) is to release half-year results, having already given investors some indication of performance in a February trading update. Here's more detail on what to expect: UK consumer prices index – Due out on Wednesday 25 March Inflation in the UK fell to 3% in January, which was the lowest reading since March last year. February's CPI reading, which the Office for National Statistics (ONS) is due to publish on Wednesday, is expected to ease further to 2.9%. However, Interactive Investor's head of investment Victoria Scholar points out that this "mostly captures the period before the start of the Iran war on 28 February with the effects of the conflict likely to start showing up next month." Read more: UK government borrowing rose by more than expected to £14.3bn in February "With brent crude up by more than 50% over the last month and more than 75% since the start of January, the energy price shock has caused inflation fears to resurface with a vengeance," she said. Oil and gas prices have surged as the conflict has resulted in disruption to flows thr...
As of March 20, 2026, Micron Technology, Inc. (NASDAQ: MU) stands as a central pillar of the global artificial intelligence (AI) infrastructure. Once viewed as a provider of "commodity" memory components prone to brutal boom-and-bust cycles, the Boise-based semiconductor giant has successfully orchestrated a structural re-rating of its business. In the current era of generative AI and high-perform...
As of March 20, 2026, Micron Technology, Inc. (NASDAQ: MU) stands as a central pillar of the global artificial intelligence (AI) infrastructure. Once viewed as a provider of "commodity" memory components prone to brutal boom-and-bust cycles, the Boise-based semiconductor giant has successfully orchestrated a structural re-rating of its business. In the current era of generative AI and high-performance computing (HPC), memory has transitioned from a secondary consideration to a critical performance bottleneck. Micron’s ability to deliver high-bandwidth, power-efficient solutions has placed it at the heart of the most important technological shift of the decade, making it one of the most closely watched companies on Wall Street today. Historical Background Founded in 1978 in the basement of a Boise, Idaho dental office, Micron’s journey is one of survival and relentless adaptation. In the 1980s and 90s, the company weathered intense competition from Japanese and South Korean conglomerates that drove dozens of American memory makers out of business. Through a combination of low-cost manufacturing and strategic acquisitions—most notably the 2013 purchase of Japan’s Elpida Memory—Micron emerged as the last major U.S.-based DRAM manufacturer. The most significant transformation occurred over the last decade as the company moved away from simple PC and mobile RAM toward specialized, high-margin products. Under the leadership of Sanjay Mehrotra, who took the helm in 2017, Micron focused on "technology leadership," consistently being the first to reach new miniaturization milestones (nodes) like 1-alpha and 1-beta. This history of resilience set the stage for its current dominance in the AI memory market. Business Model Micron’s business model is built on the design and manufacture of three primary technologies: DRAM (Dynamic Random Access Memory): Accounting for roughly 75% of revenue, DRAM is essential for the "working memory" of servers, PCs, and smartphones. Accounting f...