Key PointsNvidia's investment in Nebius has been profitable for it so far, and the neocloud provider's focus on developing inference-specific data centers suggests that its rally is here to stay.
Key PointsNvidia's investment in Nebius has been profitable for it so far, and the neocloud provider's focus on developing inference-specific data centers suggests that its rally is here to stay.
(RTTNews) - German chemical and consumer goods major Henkel AG & Co. KGaA (HENOY.PK, HENKY.PK) reported Thursday lower sales in its first quarter, while organic sales increased with growth in both units. Further, the firm maintained fiscal 2026 outlook.
(RTTNews) - German chemical and consumer goods major Henkel AG & Co. KGaA (HENOY.PK, HENKY.PK) reported Thursday lower sales in its first quarter, while organic sales increased with growth in both units. Further, the firm maintained fiscal 2026 outlook.
Avolta AG press release ( DUFRY ): Q1 Turnover CHF 2,962M Operating profit CHF 88m Core Turnover CHF 2,905m, +4.7% organic (+5.9% excl. Middle East drag), +4.0% CER2 EBITDA CHF 190m (+8.4% YoY CER), margin 6.6% (+0.2% YoY) EFCF CHF -164m reflecting typical Q1 seasonality and working capital phasing in newoperations, expected to normalize over the year More on Avolta AG Avolta AG (DUFRY) Q4 2025 Ea...
Avolta AG press release ( DUFRY ): Q1 Turnover CHF 2,962M Operating profit CHF 88m Core Turnover CHF 2,905m, +4.7% organic (+5.9% excl. Middle East drag), +4.0% CER2 EBITDA CHF 190m (+8.4% YoY CER), margin 6.6% (+0.2% YoY) EFCF CHF -164m reflecting typical Q1 seasonality and working capital phasing in newoperations, expected to normalize over the year More on Avolta AG Avolta AG (DUFRY) Q4 2025 Earnings Call Transcript Avolta AG 2025 Q4 - Results - Earnings Call Presentation Quant snapshot: Avino Silver & Gold, Harmony Gold lead strong buys as Angel Studios, Exagen lag Seeking Alpha’s Quant Rating on Avolta AG Historical earnings data for Avolta AG
Fabio Bassi, head of cross-asset strategy at JPMorgan, discusses market sentiment as global equities rose on optimism that the US and Iran were nearing a deal. "The AI upstream theme is a critical diver of the dynamic of the equity market," Bassi tells Bloomberg Television. He adds that despite the oil supply shock in response to the situation in the Middle East, the message from earnings is still...
Fabio Bassi, head of cross-asset strategy at JPMorgan, discusses market sentiment as global equities rose on optimism that the US and Iran were nearing a deal. "The AI upstream theme is a critical diver of the dynamic of the equity market," Bassi tells Bloomberg Television. He adds that despite the oil supply shock in response to the situation in the Middle East, the message from earnings is still "positive." (Source: Bloomberg)
Neal McNeil/iStock Editorial via Getty Images Target ( TGT ) has had a fall from grace over the past few years, but in recent months the story on the name has become a bit more interesting as everything from a new CEO to an activist investor has entered the mix. After years of underperformance, TGT is now up nearly 30% YTD, undoubtedly driven by better credit card data for Q1, which should set up ...
Neal McNeil/iStock Editorial via Getty Images Target ( TGT ) has had a fall from grace over the past few years, but in recent months the story on the name has become a bit more interesting as everything from a new CEO to an activist investor has entered the mix. After years of underperformance, TGT is now up nearly 30% YTD, undoubtedly driven by better credit card data for Q1, which should set up a top-line beat for the quarter. Despite a beat on the way for sales in Q1, margins look questionable, and there's no obvious path for comparable store sales to inflect on the full year. In this regard, the valuation looks very full, leaving little room for upside for prospective investors. Business Profile Target is a domestic retailer across grocery and general merchandise and is one of the largest. The company frequently holds third-place market positioning behind Walmart ( WMT ) and Amazon ( AMZN ). The company has 20.5% of its sales coming from the e-commerce channel while having 79.5% of its sales from in-store purchases. The company has more than 2,000 stores across the United States, with more than 75% of the US population living within 10 miles of a Target. The company continues to grow stores each year at a low-single-digit rate. Investor Presentation From a sourcing perspective, which has grown to be critically important in the last year given the tariff environment, Target sources from 13 different countries. China is the single largest sourcing exposure. The company plays in just about every major category. Food & beverage, which is your typical grocery exposure, is 23.6% of merchandise sales. This is followed by household essentials at 17.6%, hardlines at 15.5%, apparel & accessories at 15.4%, home furnishings & decor at 15.3%, and beauty at 12.9%. The category mix is incredibly important to be mindful of with a name like Target. As mix shifts towards grocery, operating margins take a hit as these items carry a substantially lower gross margin. As the mix shif...
“在人生的深渊中，事实及其蕴含的逻辑、意义与分量，是我紧握不放的依靠。这种紧握虽微不足道，却已是我所能做的最好之事” 【财新网】 当地时间2026年5月4日，美籍华裔作家、普林斯顿大学教授李翊云凭《自然万物只是生长》（Things in Nature Merely Grow）获普利策回忆录奖。评委会评价道：“一部关于接纳的回忆录，以冷峻克制、倔强不驯的笔调，聚焦于事实、语言与生命的顽强。”（an ...
“在人生的深渊中，事实及其蕴含的逻辑、意义与分量，是我紧握不放的依靠。这种紧握虽微不足道，却已是我所能做的最好之事” 【财新网】 当地时间2026年5月4日，美籍华裔作家、普林斯顿大学教授李翊云凭《自然万物只是生长》（Things in Nature Merely Grow）获普利策回忆录奖。评委会评价道：“一部关于接纳的回忆录，以冷峻克制、倔强不驯的笔调，聚焦于事实、语言与生命的顽强。”（an austere and defiant memoir of acceptance that focuses on facts, language and the persistence of life）
(RTTNews) - Kumho Petro Chemical Co.,Ltd (011780.KS, 011785.KS), on Thursday reported lower net income in the first quarter of 2026 compared with the previous year.
(RTTNews) - Kumho Petro Chemical Co.,Ltd (011780.KS, 011785.KS), on Thursday reported lower net income in the first quarter of 2026 compared with the previous year.
In a matter of weeks, Europeans will begin heading off on their summer vacations — whether or not there will be enough jet fuel to transport them all remains an open question. Here are three charts that go some way toward providing an answer. Chief among the uncertainties are how quickly and fully the Strait of Hormuz — the vital waterway linking energy infrastructure inside the Persian Gulf to th...
In a matter of weeks, Europeans will begin heading off on their summer vacations — whether or not there will be enough jet fuel to transport them all remains an open question. Here are three charts that go some way toward providing an answer. Chief among the uncertainties are how quickly and fully the Strait of Hormuz — the vital waterway linking energy infrastructure inside the Persian Gulf to the rest of the world — will reopen, and, in the meantime, to what extent Europe can secure replacement supplies. If Hormuz remains largely shut , Europe’s stockpiles of jet fuel — including kerosene, from which it’s made — stand to deplete at a rate of 230,000 barrels a day this quarter, according to an estimate from consultancy Energy Aspects. That’s roughly double Italy’s entire demand. “I think we start having problems by the end of June,” said Natalia Losada , senior oil products analyst at the firm, commenting on supplies at European airports if Hormuz doesn’t reopen. “Not the whole of Europe — but some countries,” would start to struggle, she added. Analysts at Goldman Sachs Group Inc. , FGE NexantECA, BloombergNEF and the International Energy Agency have also outlined the pressures on Europe’s supplies. While their views aren’t uniform, the overall picture is clear: the risks ramp up the longer Hormuz stays shut. In normal times, a huge chunk of European imports comes from the Middle East. But those flows have collapsed, and while other exporters have increased deliveries, the region is still desperate for supply. And while the US and Iran have been circling around a fresh proposal to end the war, it would still take much longer for Hormuz supplies to normalize, even if a reopening were to happen immediately. Read More: US, Iran Weigh Potential Deal as Trump Seeks Way Out of War Figuring out precisely when and where Europe’s inventories will run dry isn’t easy. It depends on jet fuel output at regional refineries, future demand from airlines and fluctuating imports, a...
gleitfrosch/iStock via Getty Images Investment thesis Nano Dimension Ltd. ( NNDM ), the 3D printing company, maintains silence about its ongoing Strategic Alternatives Review. But something could be coming in the near future as the company has indicated it expected to report by the end of the second quarter. So, something within the next 60 days. In this analysis, we review the potential alternati...
gleitfrosch/iStock via Getty Images Investment thesis Nano Dimension Ltd. ( NNDM ), the 3D printing company, maintains silence about its ongoing Strategic Alternatives Review. But something could be coming in the near future as the company has indicated it expected to report by the end of the second quarter. So, something within the next 60 days. In this analysis, we review the potential alternatives it could recommend, or none at all, and ask how each might affect shareholder interests. About Nano In its 10-K for 2025 , released on March 31, 2026, management writes, “We innovate and provide industrial manufacturing solutions for design-to-manufacturing of electronics and mechanical parts. These solutions are based on a combination of hardware, software, and materials science technologies.” But it really depends on what day you ask. The firm has made multiple acquisitions and multiple divestitures, so what it holds varies. For example, on April 6, it announced it had sold its additively manufactured electronics [AME] product line and its previously discontinued Fabrica product line. As I pointed out in a September 2025 article, “ Nano Dimension: A Timely Strategic Review ”, its strategic review emerged after a series of bad acquisitions prompted an activist investor, Murchison Ltd., to get involved. As a result, there was a significant change in the board of directors and a new CEO. The committee tasked with the strategic review has now had more than seven months to study the options, but has not yet reported. However, management did say in its fourth-quarter and full-year 2025 earnings report , “Nano Dimension expects to announce a series of actions in the second quarter of 2026 to clearly define its path forward to maximizing shareholder value.” The options As with any other firm considering its strategic options, there are several potential outcomes: Stay the course and make no major changes. Put the company up for sale. Seek out a merger with a partner Break up ...
Farid Belbouab, Group CEO of global port and logistics operator Gulftainer, highlights how cargo is continuing to move through alternative corridors at a time when supply-chain resilience has become critical. He explains that Gulftainer is scaling from about 2,000 containers per week to 50,000. Belbouab speaks with Haslinda Amin on "Insight with Haslinda Amin." (Source: Bloomberg)
Farid Belbouab, Group CEO of global port and logistics operator Gulftainer, highlights how cargo is continuing to move through alternative corridors at a time when supply-chain resilience has become critical. He explains that Gulftainer is scaling from about 2,000 containers per week to 50,000. Belbouab speaks with Haslinda Amin on "Insight with Haslinda Amin." (Source: Bloomberg)