Investors in Suncor Energy Inc (Symbol: SU) saw new options become available today, for the July 2nd expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the SU options chain for the new July 2nd contracts and identified one put and one call contract of particular interest. The put contract at the $67.00 strike price has a current bid of 35 cents. If an investor was...
Investors in Suncor Energy Inc (Symbol: SU) saw new options become available today, for the July 2nd expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the SU options chain for the new July 2nd contracts and identified one put and one call contract of particular interest. The put contract at the $67.00 strike price has a current bid of 35 cents. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $67.00, but will also collect the premium, putting the cost basis of the shares at $66.65 (before broker commissions). To an investor already interested in purchasing shares of SU, that could represent an attractive alternative to paying $68.55/share today. Because the $67.00 strike represents an approximate 2% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 61%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 0.52% return on the cash commitment, or 4.54% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for Suncor Energy Inc, and highlighting in green where the $67.00 strike is located relative to that history: Turning to the calls side of the option chain, the call contract at the $69.00 strike price has a current bid of 85 cents. If an investor was to purchase shares of SU stock at the current price level of $68.55/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $69.00. Considering the call seller will als...
Image source: The Motley Fool. Feb. 19, 2026 at 5:30 p.m. ET CALL PARTICIPANTS Co-CEO — Jeffrey Liaw Chief Financial Officer — Leah Stearns TAKEAWAYS Consolidated Revenue -- $1.12 billion, declining 3.6% year over year; excluding catastrophic (CAT) units, consolidated revenue rose 1.3%. -- $1.12 billion, declining 3.6% year over year; excluding catastrophic (CAT) units, consolidated revenue rose 1...
Image source: The Motley Fool. Feb. 19, 2026 at 5:30 p.m. ET CALL PARTICIPANTS Co-CEO — Jeffrey Liaw Chief Financial Officer — Leah Stearns TAKEAWAYS Consolidated Revenue -- $1.12 billion, declining 3.6% year over year; excluding catastrophic (CAT) units, consolidated revenue rose 1.3%. -- $1.12 billion, declining 3.6% year over year; excluding catastrophic (CAT) units, consolidated revenue rose 1.3%. Global Insurance Units -- Decreased 9.3% (4.1% decline excluding CAT), with U.S. insurance units down 10.7% (4.8% drop adjusted for CAT). -- Decreased 9.3% (4.1% decline excluding CAT), with U.S. insurance units down 10.7% (4.8% drop adjusted for CAT). Global Gross Profit -- $492.8 million, down 6.2%; adjusting for a $6.8 million one-time international VAT expense and prior year CAT, gross profit increased 0.4% and gross margin expanded 178 basis points to 45%. -- $492.8 million, down 6.2%; adjusting for a $6.8 million one-time international VAT expense and prior year CAT, gross profit increased 0.4% and gross margin expanded 178 basis points to 45%. Net Income -- $350.7 million, a 9.5% decrease from prior year, with diluted EPS down 9.2% to $0.36. -- $350.7 million, a 9.5% decrease from prior year, with diluted EPS down 9.2% to $0.36. U.S. Revenue -- Declined 5.5%, but flat when excluding previous year CAT events. -- Declined 5.5%, but flat when excluding previous year CAT events. U.S. Insurance Average Selling Prices (ASPs) -- Rose 6% overall, increasing 9% excluding CAT, outpacing the broader industry. -- Rose 6% overall, increasing 9% excluding CAT, outpacing the broader industry. U.S. Gross Margin -- 46.6% for the segment. -- 46.6% for the segment. International Segment Revenue -- Increased 6.1%, or 7.7% excluding CAT, impacted by a $13.4 million favorable foreign exchange effect. -- Increased 6.1%, or 7.7% excluding CAT, impacted by a $13.4 million favorable foreign exchange effect. International Insurance ASPs -- Increased 9%. -- Increased 9%. Liquidity -- $6.4 ...
akinbostanci/iStock via Getty Images Nu Holdings ( NU ) is a company I have followed since the IPO. At the time, the company seemed quite overvalued, but after several quarters, Nu Holdings managed to prove that its business model really was very profitable and that growth was more sustainable than the market thought. But even so, because it is a Brazilian company, its valuation is somewhat volati...
akinbostanci/iStock via Getty Images Nu Holdings ( NU ) is a company I have followed since the IPO. At the time, the company seemed quite overvalued, but after several quarters, Nu Holdings managed to prove that its business model really was very profitable and that growth was more sustainable than the market thought. But even so, because it is a Brazilian company, its valuation is somewhat volatile. It is not as obvious as something like “it is a good company and with multiples below the S&P 500; therefore, the margin of safety is good.” Even if its P/E often seems low compared to its growth, this premium needs to be analyzed carefully. That's why my last title was "Still A Buy, But Not As Obvious As Before" (check it here ). For that same reason, NU seems to me to be a stock where timing matters a lot. I will explain. I argue that time on the market is much more important than timing the market. But when it comes to Nu Holdings, it makes a big difference buying when the stock is at ATHs and buying when the market is more pessimistic because, as I said, there is always a certain volatility, and the market always seems to give opportunities in this stock. And post-Q1 earnings seem to be one of those moments. It was a solid quarter, with a few caveats, but even so the market did not like it. The Bad Part Of Q1 Earnings In Q1 earnings, Nu Holdings delivered an EPS miss , more specifically, a miss by $0.01. But even though this miss is part of the context, it was not just because of that that the stock fell another ~10% post-earnings. A relevant part of what the market did not like is tied to the loan portfolio. The loan portfolio grew 40% YoY, which is great, reaching $37.2 billion. At the beginning of last year, it was at $24 billion, a substantial change in scale. But because of this growth and also because of the Brazilian macroeconomic environment, this impacted some quality indicators. NPL between 15 and 90 days reached 5%, and NPL above 90 days showed a slight d...
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Amazon (AMZN) Stock Hits $265 After AI-Fueled Q1 Surge — AWS Growth Drives $312 Target Amazon stock has not performed very well over the past 5 days, but it was still trading at quite a high level. However, if compared... Written by: Arslan Butt • • 2 min read • Quick overview Amazon stock has seen a decline over the past 5 days but remains high compared to its performance a month ago. The company...
Amazon (AMZN) Stock Hits $265 After AI-Fueled Q1 Surge — AWS Growth Drives $312 Target Amazon stock has not performed very well over the past 5 days, but it was still trading at quite a high level. However, if compared... Written by: Arslan Butt • • 2 min read • Quick overview Amazon stock has seen a decline over the past 5 days but remains high compared to its performance a month ago. The company's Q1 2026 report showed strong sales growth of $181.5 billion, with significant contributions from its AWS cloud business. Jeff Bezos reassured investors about AI's potential, stating it will enhance productivity rather than threaten jobs. Analysts are optimistic about Amazon's future, with 57 out of 60 giving it a buy rating and price targets suggesting an 18% to 20% increase. Amazon stock has not performed very well over the past 5 days, but it was still trading at quite a high level. However, if compared with the performance of the past 30 days, this stock has come down a little because over the past 1 month, this stock had shown an amazing performance and has shown a huge increase in its value. For example, in the month of March, it was at $199, and on 6 May, it had hit $274, and after that, it slowly started falling little by little, and today it is trading at $265.01. Amazon Q1 Strong Sales Growth There are many reasons behind its excellent performance, one of which is its first quarter 2026 report, in which it showed that it made $181.5 billion in sales in its first quarter, which is 17% higher compared to last year, and their cloud business, AWS, alone made $37.6 billion, which is considered the fastest growth compared to the last 15 quarters, and the biggest main growth and earnings they made came from the AI and cloud services business. The company’s operating profit was a record $23.9 billion, net profit was $30.3 billion, $2.78 per share. Along with this, their North America sales increased by 12%, their international overall sales increased by 19%, which furth...
This article first appeared on GuruFocus. Taiwanese prosecutors are investigating three people suspected of illegally exporting high-end artificial intelligence servers made by Super Micro Computer (SMCI, Financials), adding scrutiny to the company's role in the global AI hardware supply chain. The servers allegedly contained Nvidia chips that are subject to U.S. export controls. Prosecutors in Ke...
This article first appeared on GuruFocus. Taiwanese prosecutors are investigating three people suspected of illegally exporting high-end artificial intelligence servers made by Super Micro Computer (SMCI, Financials), adding scrutiny to the company's role in the global AI hardware supply chain. The servers allegedly contained Nvidia chips that are subject to U.S. export controls. Prosecutors in Keelung said the suspects knew the servers were restricted from sale to mainland China, Hong Kong and Macau, but allegedly used false documents and information to export them. Authorities said the suspects sought large illegal profits by purchasing the servers in Taiwan and shipping them to China. Taiwan's coast guard searched 12 locations Wednesday, including residences and related companies. Evidence was seized, and the suspects and related witnesses were detained or summoned for questioning. The investigation follows a March case in which the U.S. Justice Department charged three people associated with Super Micro, including its co-founder, with helping smuggle at least $2.5 billion of U.S. AI technology to China in violation of export laws. Super Micro and Nvidia did not immediately comment to Reuters. Both companies have said they are committed to complying with U.S. export laws. The case matters for investors because tighter export-control enforcement could raise compliance costs and limit some AI hardware sales tied to China demand. It also adds regulatory risk for companies benefiting from strong demand for AI servers and advanced chips.
This article first appeared on GuruFocus. Palantir (PLTR, Financials) is trying to win a bigger role inside the U.S. defense intelligence system. The company is pushing the Defense Intelligence Agency to look at private-sector tools for its data analytics modernization, according to an Axios report cited by Seeking Alpha. The filing reportedly argues that the agency's long-running effort to build ...
This article first appeared on GuruFocus. Palantir (PLTR, Financials) is trying to win a bigger role inside the U.S. defense intelligence system. The company is pushing the Defense Intelligence Agency to look at private-sector tools for its data analytics modernization, according to an Axios report cited by Seeking Alpha. The filing reportedly argues that the agency's long-running effort to build its own analytics system has taken years and may benefit from outside technology. For Palantir, the pitch fits directly into its core business. The company has built much of its reputation around helping government agencies manage large amounts of data, especially in defense and intelligence work. A deal with the DIA would not just add another government customer. It would also reinforce Palantir's position as a key software provider for national security agencies. Investors will be watching whether the push turns into a formal contract or broader opportunity across the defense sector.
This article first appeared on GuruFocus. Tesla (TSLA, Financials) said its Full Self-Driving system is now available in China, marking a long-awaited rollout in one of the world's largest electric vehicle markets. The company announced Thursday that FSD Supervised is available in China and nine other markets. The update is significant because Tesla had faced years of delays in bringing the techno...
This article first appeared on GuruFocus. Tesla (TSLA, Financials) said its Full Self-Driving system is now available in China, marking a long-awaited rollout in one of the world's largest electric vehicle markets. The company announced Thursday that FSD Supervised is available in China and nine other markets. The update is significant because Tesla had faced years of delays in bringing the technology to Chinese customers due to regulatory uncertainty. Before the announcement, Tesla owners in China had access mainly to Autopilot and Enhanced Autopilot features. Tesla's China website lists its intelligent assisted-driving package for the Model 3 at a one-time price of 64,000 yuan, or about $9,409. The launch comes as Chinese EV makers have moved quickly with their own driver-assistance systems. Rivals including Xiaomi and Xpeng have expanded proprietary technologies, while robotaxi operators such as Pony.ai and Baidu's Apollo Go have continued developing autonomous-driving platforms. Tesla's timing is important for investors because China remains a key market where competition has intensified. In April, Tesla China ranked fourth in electric vehicle wholesale sales, behind BYD, Geely and Chery, according to the China Passenger Car Association. The FSD rollout could support Tesla's software revenue and strengthen its competitive position in China. The next catalyst will be customer adoption, regulatory feedback and whether the feature helps Tesla regain momentum against local EV brands.
This article first appeared on GuruFocus. Tesla (TSLA, Financials) made about $890 million from SpaceX and xAI since 2023, according to a new filing. That is not a small number, and it gives investors something else to think about besides car sales, margins and self-driving software. The filing shows that companies tied to Elon Musk are doing more business with each other. On one hand, that can ma...
This article first appeared on GuruFocus. Tesla (TSLA, Financials) made about $890 million from SpaceX and xAI since 2023, according to a new filing. That is not a small number, and it gives investors something else to think about besides car sales, margins and self-driving software. The filing shows that companies tied to Elon Musk are doing more business with each other. On one hand, that can make sense. Tesla has energy products, charging technology and engineering resources that could be useful to SpaceX and xAI. On the other hand, investors may want more details. When companies with the same high-profile leader buy from each other, people naturally ask whether the deals are priced fairly and handled at arm's length. For Tesla, the revenue is helpful. But the bigger question is how much these relationships will grow, and whether shareholders will get enough clarity as Musk's business empire becomes more connected.
Nebius Group N.V. NBIS and Bloom Energy have announced a partnership to deploy Bloom’s fuel cell technology in support of NBIS’ expanding AI infrastructure. Nebius selected Bloom for its rapid time-to-power capabilities, clean and virtually non-polluting energy generation, and ability to meet the high-performance demands of AI workloads. Under the agreement, Bloom’s modular fuel cell systems will ...
Nebius Group N.V. NBIS and Bloom Energy have announced a partnership to deploy Bloom’s fuel cell technology in support of NBIS’ expanding AI infrastructure. Nebius selected Bloom for its rapid time-to-power capabilities, clean and virtually non-polluting energy generation, and ability to meet the high-performance demands of AI workloads. Under the agreement, Bloom’s modular fuel cell systems will provide behind-the-meter electricity for Nebius’s AI cloud platform, helping address growing compute capacity requirements while reducing dependence on new transmission infrastructure and accelerating deployment timelines. The first project under the partnership is expected to deliver 328 MW of installed capacity and become operational this year, replacing previously planned combustion-based gas turbine technology at the site. Bloom’s fuel cells generate electricity without combustion, offering high efficiency, low emissions and minimal water use, aligning with Nebius’s strategy to expand AI infrastructure with a lower environmental footprint. In addition, the systems generally face lighter permitting requirements than combustion-based generation, enabling faster site-to-operation timelines. Management highlighted that power availability remains a major constraint in AI infrastructure expansion and noted that Bloom’s onsite fuel cell technology provides the reliability and deployment speed needed for AI workloads. The long-term agreement supports Nebius’s growing AI compute footprint across the United States, with potential for broader global expansion as the company continues scaling operations across the United States and EMEA regions. Nebius Group is gaining from aggressive AI infrastructure expansion, rising enterprise AI adoption and rapid growth in its full-stack AI cloud platform. The company continues to scale capacity aggressively to meet increasing demand for AI workloads, raising contracted power capacity to more than 3.5 gigawatts during the first quarter and in...
医疗器械生产商Adagio Medical Holdings, Inc.宣布,已向美国食品药品监督管理局(FDA)提交了vCLAS®心室消融系统的上市前批准申请。该系统用于治疗药物难治性、复发性、持续性单形性室性心动过速患者,这些患者伴有缺血性或非缺血性结构性心脏病。 此次PMA申请得到了FULCRUM-VT关键性IDE试验数据的支持。该单臂研究共纳入来自20个领先电生理中心的209例患者。试验数...
This article first appeared on GuruFocus. Oracle (ORCL, Financials) gave investors one of its strongest growth updates in years, but the stock has yet to fully reflect the company's shift toward artificial intelligence infrastructure. Revenue rose 22% year over year to $17.2 billion in fiscal third-quarter 2026, while non-GAAP earnings per share increased 21% to $1.79. Cloud revenue was the main d...
This article first appeared on GuruFocus. Oracle (ORCL, Financials) gave investors one of its strongest growth updates in years, but the stock has yet to fully reflect the company's shift toward artificial intelligence infrastructure. Revenue rose 22% year over year to $17.2 billion in fiscal third-quarter 2026, while non-GAAP earnings per share increased 21% to $1.79. Cloud revenue was the main driver, climbing 44% to $8.9 billion. Oracle Cloud Infrastructure grew even faster, rising 84% to $4.9 billion. The numbers show Oracle is no longer just a legacy database company. It is becoming a larger player in cloud computing and AI infrastructure, where demand from large enterprises continues to rise. AI infrastructure revenue jumped 243% from a year earlier, while multicloud database revenue surged 531%. Oracle also said its remaining performance obligation, or contracted backlog, rose 325% to $553 billion. That gives the company a clearer path to future revenue. Investors still have concerns. Oracle is spending heavily to build the data centers and computing capacity needed to support AI demand, which has pressured free cash flow. That spending has kept some investors cautious, even as growth improves. The key question now is whether Oracle can turn its massive backlog into profitable revenue. The next catalyst will be updates on AI infrastructure capacity, cloud margins and progress toward its fiscal 2027 revenue target of $90 billion.
Mindful Media/E+ via Getty Images Deere & Co. ( DE ) shares fell as much as 7.2% on Thursday, touching a three-month low, after the maker of John Deere tractors, combines and construction equipment posted quarterly results that topped Wall Street estimates but highlighted continuing weakness in large agricultural markets. Before Thursday’s selloff, Deere ( DE ) shares had climbed about 20% year to...
Mindful Media/E+ via Getty Images Deere & Co. ( DE ) shares fell as much as 7.2% on Thursday, touching a three-month low, after the maker of John Deere tractors, combines and construction equipment posted quarterly results that topped Wall Street estimates but highlighted continuing weakness in large agricultural markets. Before Thursday’s selloff, Deere ( DE ) shares had climbed about 20% year to date. The company reported fiscal second-quarter revenue of $13.37 billion, up 5% from a year earlier and above analysts’ consensus estimate of $11.5 billion, helped by stronger performance in the company’s construction and small agriculture businesses. Net income fell to $1.773 billion, or $6.55 a share, from $1.804 billion, or $6.64 a share, a year earlier, though earnings still topped the Wall Street estimate of $5.70 a share. However, investors appeared focused on deteriorating profitability in Deere’s ( DE ) core production and precision agriculture segment and the company’s forecast for another sharp decline in large agricultural equipment demand. Agriculture weakness weighs on outlook Deere ( DE ) said sales in its production and precision agriculture division fell 14% during the quarter, while operating profit in the segment plunged 39% to $706 million. Operating margin narrowed to 15.7% from 22% a year earlier. The company attributed the decline to lower shipment volumes and higher production costs. Deere ( DE ) also projected that large agricultural equipment demand in the United States and Canada will decline 15% to 20% during fiscal 2026, while South American tractor and combine demand is expected to fall about 15%. The company maintained its full-year net income forecast of $4.5 billion to $5 billion, though investors may have been hoping for an increase after the quarterly earnings beat. Chairman and Chief Executive John May acknowledged the ongoing pressure facing farmers. “Our performance in the current market environment demonstrates the strength of our di...
Hong Kong authorities are extending an operation targeting poorly maintained fire safety equipment for another two years, aiming to inspect 5,000 high-risk old buildings after an initial phase resulted in 75 prosecutions. Law Kin-san, acting senior divisional officer for policy at the Fire Services Department, said on Thursday that ad hoc checks on high-risk buildings would prioritise residential ...
Hong Kong authorities are extending an operation targeting poorly maintained fire safety equipment for another two years, aiming to inspect 5,000 high-risk old buildings after an initial phase resulted in 75 prosecutions. Law Kin-san, acting senior divisional officer for policy at the Fire Services Department, said on Thursday that ad hoc checks on high-risk buildings would prioritise residential blocks wrapped in scaffolding nets and those undergoing major renovation. “Unlike new buildings, these buildings still house many residents during renovation works. Once a fire breaks out, evacuation and rescue become much more difficult and risky,” Law said. Advertisement The two-year operation follows the devastating Tai Po blaze last November at the Wang Fuk Court housing estate that killed 168 people and displaced nearly 5,000. It will cover old residential and mixed-use buildings equipped with fire alarms and hosepipe reel systems. Buildings undergoing renovations, including those covered with scaffolding mesh, will also be examined. Acting senior divisional officer Law Kin-san. Photo: Jonathan Wong Officers will check fire alarms, hosepipe reel systems and water tanks, as well as annual fire safety equipment inspection records in the target buildings.
Mizuho analyst Vijay Rakesh upgraded his price targets on Micron Technology (MU), STMicroelectronics (STMPA), and Texas Instruments (TXN) this week, arguing that AI data center demand is creating durable tailwinds for both analog chips and memory in ways the market hasn't fully priced in yet. He ...
Mizuho analyst Vijay Rakesh upgraded his price targets on Micron Technology (MU), STMicroelectronics (STMPA), and Texas Instruments (TXN) this week, arguing that AI data center demand is creating durable tailwinds for both analog chips and memory in ways the market hasn't fully priced in yet. He ...
Tesla Model Y is the compact electric SUV many Americans see on the road. We break down how it works, real-world range, charging, space, and what to know before you buy. Tesla Model Y is the compact electric SUV that has become Teslas top-selling vehicle globally and a common sight on US roads, according to Tesla delivery disclosures and industry registration data from 2023 Reuters, 05/26/2023. As...
Tesla Model Y is the compact electric SUV many Americans see on the road. We break down how it works, real-world range, charging, space, and what to know before you buy. Tesla Model Y is the compact electric SUV that has become Teslas top-selling vehicle globally and a common sight on US roads, according to Tesla delivery disclosures and industry registration data from 2023 Reuters, 05/26/2023. As of: 05/21/2026 | Reading time: approx. 9 minutes By the AD HOC NEWS editorial team - specialized in product-focused market coverage. At a Glance Product: Tesla Model Y Tesla Model Y Category: Compact electric SUV Compact electric SUV Brand/Manufacturer: Tesla Tesla Primary Use Cases: Daily commuting, family transport, road trips Daily commuting, family transport, road trips Availability: Orderable online and at showrooms across the US Orderable online and at showrooms across the US Core Markets: United States, Europe, China Buy Tesla Model Y on Amazon Check current price and availability for Tesla Model Y on Amazon. View on Amazon Affiliate disclosure: As an Amazon Associate we earn from qualifying purchases. What Tesla Model Y Is and How It Works Tesla Model Y is a battery electric compact crossover SUV that shares a platform and many components with the Tesla Model 3 sedan, including its core battery and motor technology Tesla, accessed 05/21/2026. In the US, Tesla currently sells several Model Y trims, including rear-wheel drive and all-wheel drive versions, each with different battery packs and performance profiles Cars.com, 04/10/2026. Under the floor sits a large lithium-ion battery pack that supplies power to one or two electric motors. Power electronics convert the battery's direct current into alternating current to drive the motors, while regenerative braking recaptures energy when you slow down. Because the battery is mounted low in the chassis and heavy components are centered between the axles, the Model Y has a low center of gravity compared with many gasolin...