AlexSecret/iStock via Getty Images Some AI champions have claimed that Artificial Intelligence will soon be able to do essentially anything that can be conducted through a screen. If your job is mostly completed through a screen, it’s at high risk, at least according to these gurus. Likewise, if your company or business is conducted primarily through a screen, it could be at high risk, according t...
AlexSecret/iStock via Getty Images Some AI champions have claimed that Artificial Intelligence will soon be able to do essentially anything that can be conducted through a screen. If your job is mostly completed through a screen, it’s at high risk, at least according to these gurus. Likewise, if your company or business is conducted primarily through a screen, it could be at high risk, according to many experts. While I suspect the threat and dynamics here are being overstated to some extent, I have no doubt that AI will prove to be immensely disruptive. And yes, software companies will rank among the most vulnerable Seeking Alpha S&P Global ( SPGI ) has taken some lumps in recent weeks, with AI concerns among the chief concerns sapping wind from its sails. The earnings report released in early February was a mixed bag, and the forward guidance fell below expectations, further fueling AI-centric fears. However, while I do believe Artificial Intelligence will, if anything, be a boon for SPGI. In an AI-driven world, clean, reliable data is essential, and SPGI is one of the better data companies you can invest in. AI likely will automate many of SPGI’s processes and workflows, but this is more likely to deliver cost savings and open up new opportunities, rather than making SPGI and its data irrelevant. I currently rate S&P Global as a soft buy. I do have concerns over the valuation, and would wait until the stock retreats further before taking a large stake in SPGI. While the valuation is a bit high right now, it's not unreasonable. While I do believe AI could be a positive for SPGI, the company’s leadership will need to tap into the opportunities and make the right moves. Nothing is guaranteed, and if SPGI fails to properly execute, what could be a great opportunity could indeed evolve into a threat. An AI-Driven World Is a Data-Driven World AI researchers have found that you can build better AI programs “simply” by scaling them. Provide more compute and more data, an...
bymuratdeniz Walt Disney-owned ABC ( DIS ) could lose tens of millions if it fails to salvage “The Bachelorette,” sources told Variety , with potential losses including Warner Bros. ( WBD ) unscripted TV license fees, marketing expenses, and other revenue streams. With the release of a 2023 video showing star Taylor Frankie Paul throwing chairs at her estranged partner Dakota Mortensen — and accid...
bymuratdeniz Walt Disney-owned ABC ( DIS ) could lose tens of millions if it fails to salvage “The Bachelorette,” sources told Variety , with potential losses including Warner Bros. ( WBD ) unscripted TV license fees, marketing expenses, and other revenue streams. With the release of a 2023 video showing star Taylor Frankie Paul throwing chairs at her estranged partner Dakota Mortensen — and accidentally hitting her child — ABC abruptly pulled the show on Thursday, after having sworn throughout the week that it had no plans to do so, the report said . Warner Bros. ( WBD ) distributes the show internationally to outlets like Rogers’ Citytv in Canada, so it wasn’t clear on Thursday if “The Bachelorette” might still wind up on TV somewhere, the report said. While ABC had immediately scrubbed Paul and “The Bachelorette” from its website by Thursday afternoon, it still appeared on the Citytv+ website at midday. According to the report, Warner Bros. execs are taking a wait-and-see approach to what is happening, while staying in contact with ABC. (The studio gets paid the show’s license fee regardless of whether the show ever airs.) More on Walt Disney The Walt Disney Company (DIS) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript 3 Reasons To Buy Disney In 2026 Disney's Leadership Change Is Exciting, But Think Very Long-Term On The Shares Oscars ratings fall to 17.86M, snapping post-pandemic growth streak Disney Entertainment names leadership team under new president Dana Walden
针对字节跳动向沙特公共投资基金（PIF）旗下Savvy Games Group出售沐瞳科技的事宜，沐瞳CEO张云帆发布内部信称：最近公司和Savvy Games Group（简称“Savvy”）签署了协议，双方将在未来一段时间内完成交易。交易完成后，沐瞳将成为Savvy的全资子公司。与此同时，沐瞳的管理结构保持不变，沐瞳仍是一家总部位于上海的公司。张云帆也将继续担任沐瞳CEO，和管理团队一起继续带...
针对字节跳动向沙特公共投资基金（PIF）旗下Savvy Games Group出售沐瞳科技的事宜，沐瞳CEO张云帆发布内部信称：最近公司和Savvy Games Group（简称“Savvy”）签署了协议，双方将在未来一段时间内完成交易。交易完成后，沐瞳将成为Savvy的全资子公司。与此同时，沐瞳的管理结构保持不变，沐瞳仍是一家总部位于上海的公司。张云帆也将继续担任沐瞳CEO，和管理团队一起继续带领公司向前发展。交易完成后，基于历史业绩贡献，将为沐瞳员工提供多项激励计划，其中包括加速部分历史授予的长期激励的归属和发放。同时也将基于未来的业绩，推出新的有吸引力的激励方案。（科创板日报）
(RTTNews) - Smiths Group Plc. (SMIN.L, SMGZY, SMGKF), a British engineering company, on Friday updated fiscal 2026 outlook to reflect planned sale of Smiths Detection, after reporting lower profit and revenue from continuing operations in the first half. Further, the firm announced a further 1.5 billion pounds to be returned to shareholders through a combination of structured return, such as tende...
(RTTNews) - Smiths Group Plc. (SMIN.L, SMGZY, SMGKF), a British engineering company, on Friday updated fiscal 2026 outlook to reflect planned sale of Smiths Detection, after reporting lower profit and revenue from continuing operations in the first half. Further, the firm announced a further 1.5 billion pounds to be returned to shareholders through a combination of structured return, such as tender offer or special dividend, and share buyback through calendar year 2027, to commence following completion of Smiths Detection sale. In London, the shares were losing around 3.6 percent, to trade at 2,266.00 pence. The Board is recommending an interim dividend of 15.00 pence per share, a year-on-year increase of +5.4 percent. The interim dividend will be paid on May 13 to shareholders on the register at close of business on April 7. The company noted that Smiths Detection, Smiths Interconnect and certain general industrial businesses within Flex-Tek are now classified as discontinued operations, and the assets and liabilities have been classified as held for sale. Excluding Smiths Detection, the firm updated fiscal 2026 outlook for continuing operations, and now expects organic revenue growth of 3 percent to 4 percent, with second-half growth within medium-term 5 percent to 7 percent target range. Operating profit margin is now expected around 20 percent, progressing towards 21 percent to 23 percent target range. The company previously expected fiscal 2026 on a continuing operations basis of organic revenue growth of 4 percent to 6 percent with continuing margin expansion. In the first half, profit before taxation declined to 126 million pounds from last year's 152 million pounds. Total profit for the year was 131 million pounds or 40.2 pence per share, down 22 percent from 168 million pounds or 48.7 pence per share a year ago. The company's earnings from continuing operations came in at 83 million pounds or 25.7 pence per share, lower than 110 million pounds or 32.1 pence...
sreeyashlohiya/iStock via Getty Images The U.S. Treasury Department has added Cuba to a list of countries restricted from receiving Russian oil after a tanker carrying the fuel was reported to be heading to the island, which is already under longstanding U.S. sanctions. In an updated general license issued Thursday, Treasury expanded the list of countries barred from transactions involving the sal...
sreeyashlohiya/iStock via Getty Images The U.S. Treasury Department has added Cuba to a list of countries restricted from receiving Russian oil after a tanker carrying the fuel was reported to be heading to the island, which is already under longstanding U.S. sanctions. In an updated general license issued Thursday, Treasury expanded the list of countries barred from transactions involving the sale, delivery, or offloading of Russian crude and petroleum products. The license also applies to Iran, North Korea, and Russian-occupied regions of Ukraine. The move follows guidance allowing Russian oil loaded on tankers on or before March 12 to be sold, aimed at easing pressure on global oil markets amid geopolitical tensions. Earlier waivers had applied only to purchases by India. Meanwhile, a Russian tanker carrying about 700,000 barrels of crude is believed to be en route to Cuba and could arrive later this month, according to commodity tracker Kpler. Another vessel, the Hong Kong-flagged Sea Horse, is also reportedly carrying Russian oil to Cuba, transporting around 200,000 barrels of diesel. The developments come as Cuba faces a worsening energy crisis. A U.S.-driven fuel blockade has sharply curtailed oil supplies, contributing to widespread shortages and a recent collapse of the national power grid that left around 10M people without electricity. Cuba produces only about 40% of its oil needs, relying heavily on imports from Venezuela, Mexico, and Russia. However, supplies from Venezuela, historically its main source, were cut off after U.S. actions in January, while Mexico also halted shipments amid pressure tied to potential tariffs on countries supplying oil to the island. The island has been under U.S. sanctions since the late 1950s, with restrictions tightened in recent months. President Donald Trump has said he could have the "honor" of "taking Cuba in some form" and that the U.S. will be "doing something with Cuba very soon." Meanwhile, food distribution and g...
bakerjarvis/iStock Editorial via Getty Images Introduction Canadian Apartment REIT ( CAR.UN:CA ), also known as CAPREIT, is Canada's largest multi-residential REIT. It currently trades at a record discount to analyst-estimated Net Asset Value (NAV). In this article, I'll explain why this discount provides a buying opportunity. Properties and Portfolio Simplification CAPREIT owns apartments across ...
bakerjarvis/iStock Editorial via Getty Images Introduction Canadian Apartment REIT ( CAR.UN:CA ), also known as CAPREIT, is Canada's largest multi-residential REIT. It currently trades at a record discount to analyst-estimated Net Asset Value (NAV). In this article, I'll explain why this discount provides a buying opportunity. Properties and Portfolio Simplification CAPREIT owns apartments across Canada, with the majority in the Greater Toronto Area (GTA), Montreal, and Vancouver. It also owns apartments in the Netherlands through its stake in European Residential REIT ( ERE.UN:CA ), which it recently agreed to take private. Apartment Location (CAPREIT Investor Presentation) In 2023 CAPREIT started to simplify its portfolio by selling non-core older properties and properties it deemed "ancillary". The ancillary properties included its Manufactured Home Communities (MHC) and its European properties spread over Ireland, the Netherlands, Germany, and Belgium. At YE 2022, almost 20% of CAPREIT's NOI came from ancillary properties. This has been reduced to just 3.6% at YE 2025. Note that CAPREIT's recent agreement to purchase the 35% stake in European Residential REIT it doesn't already own will increase the NOI coming from the Netherlands but simplify CAPREIT's corporate structure. I expect CAPREIT to continue to sell their remaining ancillary properties and become a pure-play Canadian apartment owner. Transaction Trends (CAPREIT Investor Presentation) The proceeds from the dispositions have been used to buy newer buildings, with the majority in Quebec and British Columbia, pay down debt to keep leverage at ~40% of gross book value, and buy back shares. Over the last 4 years, CAPREIT has repurchased over 12% of its shares. CAPREIT Shares Outstanding (YCharts) Management has stated that dispositions have been done at or above IFRS fair value: So far this year, we've closed on $400 million of strategic dispositions in Canada and Europe, at prices that are at, or above, pr...
Cacti Asset Management LLC cut its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 1.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 506,134 shares of the iPhone maker's stock after selling 6,402 shares during the quarter. Apple comprises approximately 8.5% of Cacti Asset Management LLC'...
Cacti Asset Management LLC cut its stake in shares of Apple Inc. (NASDAQ:AAPL - Free Report) by 1.2% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 506,134 shares of the iPhone maker's stock after selling 6,402 shares during the quarter. Apple comprises approximately 8.5% of Cacti Asset Management LLC's portfolio, making the stock its 4th biggest position. Cacti Asset Management LLC's holdings in Apple were worth $138,559,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other large investors have also recently modified their holdings of AAPL. Norges Bank bought a new position in shares of Apple in the second quarter worth approximately $38,942,255,000. Nuveen LLC purchased a new stake in shares of Apple during the first quarter valued at approximately $17,472,482,000. PKS Advisory Services LLC increased its position in shares of Apple by 98,917.0% during the second quarter. PKS Advisory Services LLC now owns 57,956,620 shares of the iPhone maker's stock valued at $12,106,000 after acquiring an additional 57,898,088 shares in the last quarter. Laurel Wealth Advisors LLC increased its position in shares of Apple by 20,464.8% during the second quarter. Laurel Wealth Advisors LLC now owns 27,069,029 shares of the iPhone maker's stock valued at $5,553,753,000 after acquiring an additional 26,937,401 shares in the last quarter. Finally, Northern Trust Corp raised its holdings in Apple by 13.3% in the 4th quarter. Northern Trust Corp now owns 171,385,531 shares of the iPhone maker's stock worth $42,918,365,000 after acquiring an additional 20,079,472 shares during the last quarter. Hedge funds and other institutional investors own 67.73% of the company's stock. Get Apple alerts: Sign Up Key Apple News Here are the key news stories impacting Apple this week: Apple Trading Down 0.4% Shares of AAPL stock opened at $248.96 on Friday. The c...
Davis Selected Advisers lessened its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 49.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 67,052 shares of the enterprise software provider's stock after selling 64,522 shares during the period. Davis Selected Advisers' ho...
Davis Selected Advisers lessened its position in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 49.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 67,052 shares of the enterprise software provider's stock after selling 64,522 shares during the period. Davis Selected Advisers' holdings in Oracle were worth $18,858,000 at the end of the most recent reporting period. Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Winnow Wealth LLC acquired a new position in shares of Oracle during the second quarter worth about $28,000. FSA Wealth Management LLC acquired a new stake in Oracle in the 3rd quarter valued at approximately $28,000. Kilter Group LLC bought a new stake in Oracle in the 2nd quarter valued at approximately $30,000. Darwin Wealth Management LLC lifted its stake in Oracle by 130.0% in the 3rd quarter. Darwin Wealth Management LLC now owns 115 shares of the enterprise software provider's stock valued at $32,000 after acquiring an additional 65 shares in the last quarter. Finally, Mpwm Advisory Solutions LLC boosted its position in Oracle by 76.9% during the 3rd quarter. Mpwm Advisory Solutions LLC now owns 115 shares of the enterprise software provider's stock worth $32,000 after acquiring an additional 50 shares during the last quarter. Institutional investors and hedge funds own 42.44% of the company's stock. Get Oracle alerts: Sign Up Insiders Place Their Bets In other Oracle news, Director Naomi O. Seligman sold 2,223 shares of the company's stock in a transaction on Tuesday, December 23rd. The shares were sold at an average price of $196.61, for a total value of $437,064.03. Following the transaction, the director directly owned 25,596 shares in the company, valued at $5,032,429.56. The trade was a 7.99% decrease in their ownership of the stock. The transaction was disc...
Key Points It's popular to claim that Bitcoin is going to die. It's still alive. Actually, by some measures, it's more alive now than in most of its history so far. 10 stocks we like better than Bitcoin › Many high-profile people, including quite a few smart ones, have been publicly declaring that Bitcoin (CRYPTO: BTC) is dead or doomed for as long as the coin has existed. As of this writing, the ...
Key Points It's popular to claim that Bitcoin is going to die. It's still alive. Actually, by some measures, it's more alive now than in most of its history so far. 10 stocks we like better than Bitcoin › Many high-profile people, including quite a few smart ones, have been publicly declaring that Bitcoin (CRYPTO: BTC) is dead or doomed for as long as the coin has existed. As of this writing, the count as tracked by BitcoinDeaths, a data aggregator, stands at 471 separate public obituaries, issued by everyone from Nobel laureates to bank chief executives, hedge fund managers, prime ministers, cable news pundits, and at least one central banker. The legendary investor Warren Buffett, for his part, is responsible for at least eight of those declarations. Today, Bitcoin is priced at about $71,000, down by about 44% from the all-time high of about $126,000 in October, so the skeptics are predictably emboldened at the moment. But the coin's habit of continuing to live when people are saying that it's dead suggests that writing this asset off has been one of the more expensive mistakes in financial history. Let's look at what history says on this topic. 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 » The critics are worth taking seriously First, let's commit to not casually dismissing all the predictions of Bitcoin's death on the basis of its continuing existence. Bearish stances can take time to play out, and if you're a serious investor, you need to get a handle on what the bears are saying about your investments to make sure that your analysis didn't miss anything important. And many of this asset's biggest detractors are investors whose opinions tend to be carefully crafted, so their words have weight. For example, the economist and investment advisor Peter Schiff has made 22 separate declarations t...