Ellen Wald, author and Atlantic Council senior fellow, joins Matt Miller on "Bloomberg Markets." She discusses geopolitical and logistical pressures as Iran threatens ships in the Strait of Hormuz. (Source: Bloomberg)
Ellen Wald, author and Atlantic Council senior fellow, joins Matt Miller on "Bloomberg Markets." She discusses geopolitical and logistical pressures as Iran threatens ships in the Strait of Hormuz. (Source: Bloomberg)
This article first appeared on GuruFocus. Centrus Energy (LEU) shares rose about 4% on Thursday, as the company said it is deploying artificial intelligence software from Palantir Technologies (NASDAQ:PLTR) to support its uranium enrichment expansion in the United States. The partnership will apply Palantir's Foundry and Artificial Intelligence Platform (AIP) to integrate Centrus' data systems and...
This article first appeared on GuruFocus. Centrus Energy (LEU) shares rose about 4% on Thursday, as the company said it is deploying artificial intelligence software from Palantir Technologies (NASDAQ:PLTR) to support its uranium enrichment expansion in the United States. The partnership will apply Palantir's Foundry and Artificial Intelligence Platform (AIP) to integrate Centrus' data systems and improve operational efficiency at its Piketon, Ohio, uranium enrichment plant. Early work since January has already identified nearly $300 million in potential cost savings and efficiency gains. The AI-driven platform is intended to optimize project controls, engineering, manufacturing execution, supply chains, and regulatory compliance while connecting classified and unclassified operational environments. Centrus is currently the only U.S.-owned uranium enrichment company and aims to expand domestic capacity as part of broader efforts to reduce reliance on foreign, state-controlled providers. Executives from both companies said the collaboration will unify Centrus' manufacturing ecosystem, accelerate production timelines, and enhance decision-making. The project will be highlighted at Palantir's upcoming AIPCon 9 event, underscoring AI's role in strategic industrial operations.
Netflix Inc. will make a sequel to the 2025 animated musical film KPop Demon Hunters , the company said Thursday in a post on X. After its release on Netflix in June, KPop Demon Hunters became the most-watched original movie in the streaming company’s history. The film — about members of a K-pop girl group who lead double lives as demon hunters — was made by the entertainment arm of Sony Group Cor...
Netflix Inc. will make a sequel to the 2025 animated musical film KPop Demon Hunters , the company said Thursday in a post on X. After its release on Netflix in June, KPop Demon Hunters became the most-watched original movie in the streaming company’s history. The film — about members of a K-pop girl group who lead double lives as demon hunters — was made by the entertainment arm of Sony Group Corp. as part of an agreement between the Tokyo-based consumer-electronics giant and Netflix. “I feel immense pride as a Korean filmmaker that the audience wants more from this Korean story and our Korean characters,” Maggie Kang said in the post. For the sequel, she’ll be reprising her role as co-writer and co-director alongside Chris Appelhans. The film’s popularity on the streaming platform also led Netflix to release a sing-along version of KPop Demon Hunters in US cinemas in August and October, via the theatrical distribution arm of Sony Pictures. Netflix Co-Chief Executive Officer Ted Sarandos , who’s shunned theatrical releases for much of the company’s history, said in an interview with Bloomberg this month that he’ll explore collaborating with theater chains on screening some titles in cinemas.
Market sentiment among individual investors turned more pessimistic in mid-March, according to the latest survey from the American Association of Individual Investors. Bullish sentiment, or expectations that stock prices will rise over the next six months, slipped to 31.9% for the week ended March 11, down from 33.1% in the prior week, while bearish sentiment climbed sharply to 46.4% from 35.5% a ...
Market sentiment among individual investors turned more pessimistic in mid-March, according to the latest survey from the American Association of Individual Investors. Bullish sentiment, or expectations that stock prices will rise over the next six months, slipped to 31.9% for the week ended March 11, down from 33.1% in the prior week, while bearish sentiment climbed sharply to 46.4% from 35.5% a week earlier. Equity markets experienced heightened volatility during the week as escalating conflict involving Iran pushed oil prices higher and rattled investor confidence. U.S. stocks slid at several points, with the S&P 500 pressured by concerns over potential energy supply disruptions linked to the Strait of Hormuz. Oil prices surged during the period, at one point approaching $100 per barrel amid tanker attacks and shipping risks in the region, while Treasury yields moved higher as investors monitored inflation data and broader economic signals. Rising energy costs and geopolitical uncertainty also fueled recession fears in some corners of the market. According to AAII, neutral sentiment, or expectations that stock prices will stay essentially unchanged over the next six months, also dropped during the week, with the figure standing at 21.7%, compared to 31.4% last week. The survey has been conducted by the American Association of Individual Investors since 1987, in which it asks respondents for their thoughts on where the market is heading in the next six months. S&P 500 Tracking Funds: (MUTF: FXAIX ), (MUTF: VFIAX ), (MUTF: VFFSX ), (MUTF: SWPPX ), (NYSEARCA: SPY ), (NYSEARCA: VOO ), (NYSEARCA: IVV ), (NYSEARCA: RSP ), (NYSEARCA: SSO ), (NYSEARCA: SH ), (NYSEARCA:SDS) and (NYSEARCA: SPXU ). More on S&P 500 Index AAII Sentiment Survey: Pessimism Spikes S&P 500 Was Due For A Tougher Year In '26 The Stock Market Selloff May Be Far From Over U.S. stocks sink as war against Iran intensifies, oil prices keep climbing The stock market is not reacting enough to the Middle E...
Leg-spinner signed by Sunrisers Leeds for £190,000 James Coles is most expensive player sold on day of auction Abrar Ahmed has become the first Pakistani player to be signed by one of the four Indian-owned Hundred teams after he was bought by Sunrisers Leeds for £190,000 in the inaugural men’s player auction. The signing was a badly needed relief for the England and Wales Cricket Board, which was ...
Leg-spinner signed by Sunrisers Leeds for £190,000 James Coles is most expensive player sold on day of auction Abrar Ahmed has become the first Pakistani player to be signed by one of the four Indian-owned Hundred teams after he was bought by Sunrisers Leeds for £190,000 in the inaugural men’s player auction. The signing was a badly needed relief for the England and Wales Cricket Board, which was recently forced to publicly deny reports that the four sides would operate a “shadow ban” on picking players from Pakistan. The Sunrisers are owned by the SUN media group, which also runs franchises in Hyderabad and Eastern Cape. It had to fight hard for him after being drawn into a bidding war with the Trent Rockets. Ahmed, 27, is third in the world in the men’s international T20 bowling rankings. He is one of only a handful of Pakistani players to be signed by Indian-owned teams around the world. The head coach, Dan Vettori, insisted it was strictly a cricket decision. “There wasn’t a discussion, it was just about who was the best option for is. We missed out on Adil Rashid, so then the priority was to get a spin bowler, and we didn’t think that quality was in the local market so we had to look overseas.” Continue reading...
Candel Therapeutics press release ( CADL ): Q4 GAAP EPS of -$0.54. Cash Position: Cash and cash equivalents, as of December 31, 2025, were $119.7 million compared to $102.7 million as of December 31, 2024. Based on current operating plans, the Company expects that its existing cash and cash equivalents, as of December 31, 2025, together with proceeds from the follow-on equity offering in February ...
Candel Therapeutics press release ( CADL ): Q4 GAAP EPS of -$0.54. Cash Position: Cash and cash equivalents, as of December 31, 2025, were $119.7 million compared to $102.7 million as of December 31, 2024. Based on current operating plans, the Company expects that its existing cash and cash equivalents, as of December 31, 2025, together with proceeds from the follow-on equity offering in February 2026, will be sufficient to fund operations into Q1 2028. More on Candel Therapeutics Candel Therapeutics launches $100M public stock offering; shares down Seeking Alpha’s Quant Rating on Candel Therapeutics Historical earnings data for Candel Therapeutics Financial information for Candel Therapeutics
Google’s former Europe boss is closing in on becoming the BBC’s next director general, the Guardian has been told. Sources said that Matt Brittin, 57, was very advanced in the appointment process. Some insiders believe that, barring a last-minute development, he will succeed Tim Davie as the broadcaster’s next director general. Brittin, a member of the British Olympic rowing team in 1988, led Goog...
Google’s former Europe boss is closing in on becoming the BBC’s next director general, the Guardian has been told. Sources said that Matt Brittin, 57, was very advanced in the appointment process. Some insiders believe that, barring a last-minute development, he will succeed Tim Davie as the broadcaster’s next director general. Brittin, a member of the British Olympic rowing team in 1988, led Google in Europe, the Middle East and Africa for a decade until stepping down last year to take what he described as a “mini gap year”. His appointment would be the latest sign of big tech’s power in the media world, with the rise of online platforms and streaming. The corporation declined to comment on whether Brittin would be the next director general. Other sources suggested no final decision has been made and that the process was continuing. Brittin is seen as a similar figure to Davie, with both men championing the role of technology. Davie has created a “media tech” division that he hopes could eventually become a commercial operator. Davie also wants to bulk up the BBC’s digital platform, iPlayer. The BBC is grappling with the impact of YouTube, which has become a hugely influential platform, pulling people away from traditional broadcasters. YouTube is owned by Google’s parent company. Should he be handed the role, Brittin would be taking on a job that has forced Davie to deal with a series of crises. They culminated in his resignation after a row over institutional bias and criticism over the way the BBC edited a Donald Trump speech. While Brittin has held very senior corporate positions, there will be concerns about how prepared he is for the public glare of leading the BBC. When he was questioned in parliament in 2016 over Google’s small corporation tax bill, he appeared to suggest he did not know how much he was paid. In a final keynote speech before leaving his role, Davie raised concerns about the “brutal” nature of public life as he said he had been portrayed as ...
Back in January, Meta Platforms (META 2.49%) announced it would increase its capex from $72 billion in 2025 to up to $135 billion in 2026. It plans to allocate most of that spending to expanding its "Meta Superintelligence Labs" AI division. That strategy isn't surprising, since Meta uses AI algorithms across its core social platforms: Facebook, Instagram, Messenger, and WhatsApp. However, that pl...
Back in January, Meta Platforms (META 2.49%) announced it would increase its capex from $72 billion in 2025 to up to $135 billion in 2026. It plans to allocate most of that spending to expanding its "Meta Superintelligence Labs" AI division. That strategy isn't surprising, since Meta uses AI algorithms across its core social platforms: Facebook, Instagram, Messenger, and WhatsApp. However, that plan could also backfire and weigh down its stock -- which has declined 3% year-to-date, for the foreseeable future. How could Meta's spending spree backfire? Meta is the world's largest social media company, and it served 3.58 billion daily active people (DAP) across its family of apps (Facebook, Instagram, Messenger, and WhatsApp) at the end of 2025. That was a 7% increase from the end of 2024. Expand NASDAQ : META Meta Platforms Today's Change ( -2.49 %) $ -16.29 Current Price $ 638.57 Key Data Points Market Cap $1.7T Day's Range $ 636.94 - $ 653.23 52wk Range $ 479.80 - $ 796.25 Volume 584K Avg Vol 15M Gross Margin 82.00 % Dividend Yield 0.32 % For the full year, Meta's revenue rose 22%, but its operating margin dipped by a percentage point to 41%, and its EPS fell 2%. Its EPS decline was mainly due to a one-time tax charge. Still, ongoing losses at Reality Labs (its augmented and virtual reality business), the expansion of its AI research and engineering teams, and AI infrastructure investments exacerbated that pressure. Its free cash flow (FCF) declined 16% to $43.6 billion. Meta's plans to increase its AI infrastructure spending -- by buying more GPUs, developing custom chips, and building more data centers -- will further reduce its FCF in 2026. That decline will compress valuations, since many investors value tech companies by their FCF yield -- the percentage of FCF generated for every dollar invested in the stock -- rather than their EPS. By dividing Meta's trailing-12-month FCF of $43.6 billion by its current market cap and multiplying it by 100, we get a FCF yiel...
Alex Cristi /iStock via Getty Images First Trust Nasdaq Cybersecurity ETF ( CIBR ) delivered a 7% return since my previous coverage , as the cybersecurity sector is gaining importance. My previous article called for up to 15% upside, as cybersecurity providers could be less affected by tariff-induced macro uncertainty. However, the industry players have been affected by market correction in the re...
Alex Cristi /iStock via Getty Images First Trust Nasdaq Cybersecurity ETF ( CIBR ) delivered a 7% return since my previous coverage , as the cybersecurity sector is gaining importance. My previous article called for up to 15% upside, as cybersecurity providers could be less affected by tariff-induced macro uncertainty. However, the industry players have been affected by market correction in the related AI sector. But, going forward, I believe that cybersecurity is becoming a critical element of risk management amid mass digitalization and migration to the cloud and the widespread adoption of artificial intelligence technologies. The latter could support a robust long-term demand for cybersecurity services and products. And despite the recent pullback, I would keep my bullish thesis on the CIBR ETF. I believe that fundamental drivers for cybersecurity solutions' growth remain intact, providing an attractive entry point for up to 25% upside potential. Fund Overview First Trust Nasdaq Cybersecurity ETF is established to provide exposure to the cybersecurity segment of the technology and industrial sectors. The fund tracks and replicates the performance of the NASDAQ CEA Cybersecurity Index, charging the investors with a 0.58% cost ratio per annum. Top 10 positions (etfdb.com) The index employs a liquidity-weighted approach and selects positions that satisfy criteria for a market capitalization of $250+ million and a free float of 20%+. Since my last coverage, the fund grew its total assets under management to $9.93 billion, which is an increase of circa $2.8 billion, wherein net inflows to the fund amounted to $2.11 billion. The ETF remained quite concentrated, where the top 15 holdings account for 81% of the portfolio (vs. 79% in the previous article). Looking at the core portfolio holding, the fund increased its weight in Cisco Systems, Inc. ( CSCO ) to 9.1% (vs. 7.8%), where other top positions remained largely with the same weight as follows: Palo Alto Networks, In...
Medtronic plc press release ( MDT ): FY GAAP EPS of -$1.11. Revenue of $33.48M. Research and development expenses for 2025 were $58.2 million, compared with $42.8 million for 2024, which represents an increase of 36%. The increase was primarily due to additional costs associated with the ongoing BACKBEAT global pivotal study and to advance the Virtue SAB program, including the Virtue Trial. Sellin...
Medtronic plc press release ( MDT ): FY GAAP EPS of -$1.11. Revenue of $33.48M. Research and development expenses for 2025 were $58.2 million, compared with $42.8 million for 2024, which represents an increase of 36%. The increase was primarily due to additional costs associated with the ongoing BACKBEAT global pivotal study and to advance the Virtue SAB program, including the Virtue Trial. Selling, general and administrative expenses for 2025 were $26.9 million, compared with $23.9 million for 2024, which represents an increase of 12%. The increase was primarily due to an increase in professional fees. More on Medtronic plc Medtronic plc (MDT) Presents at Leerink Global Healthcare Conference 2026 Transcript Medtronic plc (MDT) Presents at Barclays 28th Annual Global Healthcare Conference Transcript MiniMed Group: Medtronic's Diabetes Business Does Not Convince Medtronic to buy Scientia Vascular for $550M Medtronic’s diabetes unit MiniMed drops on trading debut
Li Auto Inc ( NASDAQ:LI ) is investing heavily in AI, with 50% of its R&D spending allocated to AI-related initiatives, positioning the company for future technological advancements. The company has seen a significant increase in orders for the Li i8, with a 33% rise in March compared to February, indicating strong market demand. Li Auto Inc ( NASDAQ:LI ) plans to launch the all-new L9 lineup with...
Li Auto Inc ( NASDAQ:LI ) is investing heavily in AI, with 50% of its R&D spending allocated to AI-related initiatives, positioning the company for future technological advancements. The company has seen a significant increase in orders for the Li i8, with a 33% rise in March compared to February, indicating strong market demand. Li Auto Inc ( NASDAQ:LI ) plans to launch the all-new L9 lineup with advanced features like 800-volt architecture and AI-powered engine oil maintenance, aiming to regain leadership in the flagship SUV segment. The company launched a store partner program, giving store managers decision-making power and profit-sharing, which is expected to enhance sales and operational efficiency. Li Auto Inc ( NASDAQ:LI ) has optimized its sales network by closing underperforming locations and moving sales teams to higher potential areas, improving store productivity and sales per head. For the complete transcript of the earnings call, please refer to the full earnings call transcript . Free Cash Flow: RMB2.5 billion, compared to RMB6.1 billion last year and negative RMB8.9 billion in the prior quarter. Net Cash from Operating Activities: RMB3.5 billion, compared to RMB8.7 billion last year and RMB7.4 billion in the prior quarter. Diluted Net Earnings per ADS: RMB0.01, compared to RMB3.31 last year and RMB0.62 net loss in the prior quarter. Net Income: RMB20.2 million, compared to RMB3.5 billion last year and RMB624.4 million net loss in the prior quarter. Operating Margin: Negative 1.5%, compared to 8.4% last year and negative 4.3% in the prior quarter. Loss from Operations: RMB442.6 million, compared to RMB3.7 billion income last year and RMB1.2 billion loss in the prior quarter. Gross Margin: 17.8%, compared to 20.3% last year and 16.3% in the prior quarter. Vehicle Margin: 16.8%, compared to 19.7% last year and 15.5% in the prior quarter. Story Continues Negative Points Total revenues in the fourth quarter were down 35% year-over-year, primarily due to ...
Some companies come into fashion quickly and then fall out of it just as fast. Finding the gems that will last for decades and never go out of style isn't always easy, but there are a few things investors should look for in these businesses built for longevity. Solid financial fundamentals, sustainable growth, and the ability to weather both macro and micro economic storms are requirements of stoc...
Some companies come into fashion quickly and then fall out of it just as fast. Finding the gems that will last for decades and never go out of style isn't always easy, but there are a few things investors should look for in these businesses built for longevity. Solid financial fundamentals, sustainable growth, and the ability to weather both macro and micro economic storms are requirements of stocks that will succeed over decades. Two companies that meet this criteria and will certainly never go out of style are Walmart (WMT +1.22%) and Procter & Gamble (PG 1.33%). Expand NASDAQ : WMT Walmart Today's Change ( 1.22 %) $ 1.51 Current Price $ 125.00 Key Data Points Market Cap $984B Day's Range $ 122.10 - $ 125.27 52wk Range $ 79.81 - $ 134.69 Volume 910K Avg Vol 31M Gross Margin 25.40 % Dividend Yield 0.76 % Walmart keeps on expanding Did you know that 90% of Americans live within 10 miles of a Walmart or Sam's Club? That's just one reason the company is an excellent long-term investment. Other reasons include the fact that Walmart is investing in modernizing its e-commerce and supply chain. Also, Walmart's loyalty program and digital advertising business are only widening its already significant competitive moat. Walmart is a Dividend King, which is a stock that has increased dividends for at least 50 consecutive years. Since 1974, Walmart has paid and increased its annual dividend. This year, the annual dividend is up to $0.99 per share. More than the income it pays investors, Walmart's growth trajectory is impressive for such a large corporation. Walmart reported solid fourth-quarter fiscal 2026 earnings on Feb. 19. The global retailer's revenue grew 5.6%, and operating income increased 10.8%. E-commerce sales were up 24% globally, and the company announced $30 billion in share repurchases. Walmart's stock rose more than 40% in the past 12 months. The stock is priced more like a tech company than a traditional consumer staple. Walmart's forward P/E ratio is 42, and ...
Key Points Walmart's e-commerce sales grew 24% last quarter. Procter & Gamble has increased its dividend annually for nearly 70 years. 10 stocks we like better than Walmart › Some companies come into fashion quickly and then fall out of it just as fast. Finding the gems that will last for decades and never go out of style isn't always easy, but there are a few things investors should look for in t...
Key Points Walmart's e-commerce sales grew 24% last quarter. Procter & Gamble has increased its dividend annually for nearly 70 years. 10 stocks we like better than Walmart › Some companies come into fashion quickly and then fall out of it just as fast. Finding the gems that will last for decades and never go out of style isn't always easy, but there are a few things investors should look for in these businesses built for longevity. Solid financial fundamentals, sustainable growth, and the ability to weather both macro and micro economic storms are requirements of stocks that will succeed over decades. Two companies that meet this criteria and will certainly never go out of style are Walmart (NASDAQ: WMT) and Procter & Gamble (NYSE: PG). 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 » Walmart keeps on expanding Did you know that 90% of Americans live within 10 miles of a Walmart or Sam's Club? That's just one reason the company is an excellent long-term investment. Other reasons include the fact that Walmart is investing in modernizing its e-commerce and supply chain. Also, Walmart's loyalty program and digital advertising business are only widening its already significant competitive moat. Walmart is a Dividend King, which is a stock that has increased dividends for at least 50 consecutive years. Since 1974, Walmart has paid and increased its annual dividend. This year, the annual dividend is up to $0.99 per share. More than the income it pays investors, Walmart's growth trajectory is impressive for such a large corporation. Walmart reported solid fourth-quarter fiscal 2026 earnings on Feb. 19. The global retailer's revenue grew 5.6%, and operating income increased 10.8%. E-commerce sales were up 24% globally, and the company announced $30 billion in share repurchases. Walmart's stock rose more t...
NEW YORK, March 12, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Oracle Corporation (NYSE: ORCL) between June 12, 2025, and December 16, 2025, inclusive (the “Class Period”), of the important April 6, 2026 lead plaintiff deadline. SO WHAT: If you purchased Oracle common stock during the Class Period you may be entitled to co...
NEW YORK, March 12, 2026 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Oracle Corporation (NYSE: ORCL) between June 12, 2025, and December 16, 2025, inclusive (the “Class Period”), of the important April 6, 2026 lead plaintiff deadline. SO WHAT: If you purchased Oracle common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. WHAT TO DO NEXT: To join the Oracle class action, go to https://rosenlegal.com/submit-form/?case_id=51135 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email case@rosenlegal.com for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than April 6, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation. WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for inves...