Thossaphol/iStock via Getty Images Wars tend to shake the crude oil market to its core. In 2022, Russia’s invasion of Ukraine pushed the price of NYMEX WTI crude oil futures to $130.50 and ICE Brent futures to $127.99 per barrel. While there are many grades and qualities of crude oil, WTI and Brent are the two benchmark pricing mechanisms traded in the futures markets. WTI is a lighter, sweeter cr...
Thossaphol/iStock via Getty Images Wars tend to shake the crude oil market to its core. In 2022, Russia’s invasion of Ukraine pushed the price of NYMEX WTI crude oil futures to $130.50 and ICE Brent futures to $127.99 per barrel. While there are many grades and qualities of crude oil, WTI and Brent are the two benchmark pricing mechanisms traded in the futures markets. WTI is a lighter, sweeter crude oil suited for gasoline processing. Brent’s slightly higher sulfur content suits it for refining into distillate products such as heating oil, jet fuel, and diesel fuel. WTI is the benchmark for U.S. and North American crude oil, while Brent reflects the petroleum mainly from Europe, Russia, Africa, and the Middle East. Oil services companies provide the specialized equipment, technology, and manpower that extract and transport oil and gas. The leading traditional energy producers often hire oilfield services companies under oilfield service contracts to provide exploration and evaluation, drilling, well completion, product and maintenance, and well decommissioning services. The iShares US Oil Equipment & Services ETF ( IEZ ) owns shares in the leading oil services companies. The most recent shock to the global oil market was the war in Iran, which drove NYMEX WTI futures to $119.48 and Brent Futures to $119.40 on the evening of March 8. WTI and Brent have declined to below $85 and under $90 per barrel, respectively, on March 10 in extremely volatile trading conditions. U.S. Energy Policy Has Supported Oil Services Over the Past Year From 2021 through early 2025, U.S. energy policy supported alternative and renewable fuels while inhibiting fossil fuel production and consumption through regulatory measures. In January 2025, President Donald Trump reversed the policies of the previous administration, returning the U.S. energy policy to a “drill-baby-drill” and “frack-baby-frack” environment. Meanwhile, the price action in oil equipment and services companies has been bull...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Event context and recent share performance QUALCOMM (QCOM) has been drawing investor attention after a period of weaker share performance, with the stock showing negative returns over the past day, week, month and past 3 months. See our latest analysis for QUA...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Event context and recent share performance QUALCOMM (QCOM) has been drawing investor attention after a period of weaker share performance, with the stock showing negative returns over the past day, week, month and past 3 months. See our latest analysis for QUALCOMM. At a share price of US$135.20, QUALCOMM’s recent weakness, including a 90 day share price return of a 25.8% decline and a year to date share price return of a 21.8% decline, contrasts with its three and five year total shareholder returns, which remain positive. If this pullback has you looking at chip makers more broadly, it could be a good moment to scan 35 AI infrastructure stocks as a starting list of related opportunities. So with QUALCOMM trading at US$135.20, recent share price declines, positive multi year returns and a modest intrinsic discount all in the mix, is this current weakness a potential entry point or is the market already pricing in future growth? Most Popular Narrative: 54.9% Undervalued According to the most followed narrative, QUALCOMM’s fair value of $300 sits well above the recent close at $135.20, which helps explain why some investors are looking past the recent share price weakness and focusing on the longer term story instead. Qualcomm (QCOM) delivered a strong start to FY2025, posting record revenues of $11.7 billion (+18% YoY) and EPS growth of 24% YoY to $3.41. The company’s handset, automotive (+61% YoY), and IoT (+36% YoY) segments drove top-line expansion, while $2.7 billion was returned to shareholders through buybacks and dividends. Read the complete narrative. Want to see what is sitting behind that $300 fair value? The narrative leans on robust revenue expansion, firm margins and a future earnings profile that assumes QUALCOMM stays central to AI hardware and connected devices. Curious how those moving parts fit together into on...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s bond sale that is set to be one of the biggest corporate debt offerings ever, as it looks to fund the AI boom. Plus, Google introduces AI agents across the Pentagon's workforce to automate unclassified tasks. And, Hewlett Packard Enterprise CEO Antonio Neri discusses the company’s sales forecast that topped estimates on AI hardware demand. (...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Amazon’s bond sale that is set to be one of the biggest corporate debt offerings ever, as it looks to fund the AI boom. Plus, Google introduces AI agents across the Pentagon's workforce to automate unclassified tasks. And, Hewlett Packard Enterprise CEO Antonio Neri discusses the company’s sales forecast that topped estimates on AI hardware demand. (Source: Bloomberg)
In September, the Trump administration took what it called "bold actions" on autism that included touting the generic drug leucovorin as a promising treatment. In a news release, Marty Makary, commissioner of the Food and Drug Administration, claimed a " growing body of evidence suggests" the drug could be helpful. And at a White House press event, Makary suggested it might help " 20, 40, 50 perce...
In September, the Trump administration took what it called "bold actions" on autism that included touting the generic drug leucovorin as a promising treatment. In a news release, Marty Makary, commissioner of the Food and Drug Administration, claimed a " growing body of evidence suggests" the drug could be helpful. And at a White House press event, Makary suggested it might help " 20, 40, 50 percent of kids with autism ." " Hundreds of thousands of kids , in my opinion, will benefit," he said at another point in the event. The bold claims were apparently persuasive. A study published in The Lancet last week found that new outpatient prescriptions of leucovorin for children ages 5 to 17 shot up 71 percent in the three months after the Trump administration's actions. Read full article Comments
Oil climbed following another volatile session as the market grappled with rapidly shifting comments from the Trump administration about the Iran war and shipping through the crucial Strait of Hormuz. West Texas Intermediate rose as much as 5.3% to $87.89 a barrel after plunging 12% on Tuesday, with the market whipsawed by dramatic fluctuations. Energy Secretary Chris Wright erroneously posted — a...
Oil climbed following another volatile session as the market grappled with rapidly shifting comments from the Trump administration about the Iran war and shipping through the crucial Strait of Hormuz. West Texas Intermediate rose as much as 5.3% to $87.89 a barrel after plunging 12% on Tuesday, with the market whipsawed by dramatic fluctuations. Energy Secretary Chris Wright erroneously posted — and then deleted — a message that the US Navy had escorted an oil tanker through the narrow strait near Iran, only for the White House to concede no operation had occurred. The effective halt to shipping through Hormuz, which typically handles a fifth of global oil flows, has led to major producers curtailing output and driven up energy prices such as crude and natural gas. Tanker traffic has dwindled to a trickle and the market is keenly watching for a resumption of normal trade. Traders also had to grapple with a flurry of conflicting social media messages from President Donald Trump about mines in the strait. The US leader is facing mounting economic and political pressure over the war, and late Monday he said the conflict would be ending soon, just not this week. “It very much feels like a market trading in the fog of war, reacting in real time as events unfold, rather than one moving in an orderly fashion,” said Rebecca Babin , a senior energy trader at CIBC Private Wealth Group. “Traders continue to get whipsawed by intense price action and extreme volatility in crude, with headlines driving sharp intraday swings.” To get Bloomberg’s Energy Daily newsletter in your inbox, click here . WTI for April delivery climbed 4.9% to $ 87.55 a barrel at 6:12 a.m. in Singapore. Brent for May settlement closed 11% lower at $87.80 a barrel on Tuesday.
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Tencent Holdings (SEHK:700) has rolled out WorkBuddy, a workplace AI agent built on the OpenClaw framework. The company is offering free OpenClaw cloud installations, which has attracted strong demand and long sign up queues. Mu...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Tencent Holdings (SEHK:700) has rolled out WorkBuddy, a workplace AI agent built on the OpenClaw framework. The company is offering free OpenClaw cloud installations, which has attracted strong demand and long sign up queues. Municipal authorities in several Chinese tech hubs are backing OpenClaw related initiatives that lean on Tencent's infrastructure and support. Tencent is positioning itself as a central player in the development of China's OpenClaw based AI ecosystem for business and productivity tools. Tencent operates across social platforms, gaming, payments and cloud services, so its move into OpenClaw based AI agents connects directly with how many Chinese businesses already work and communicate. By tying WorkBuddy and free OpenClaw cloud deployments into its broader stack, Tencent is offering enterprises and local governments an AI toolkit that can fit into existing workflows. For investors, this OpenClaw initiative is less about a single product and more about influencing how AI infrastructure and standards develop in China. If OpenClaw agents such as WorkBuddy become a commonly used choice for offices and public sector projects, Tencent may deepen its integration with clients' day to day operations, which could affect how future product and monetisation options are shaped. Stay updated on the most important news stories for Tencent Holdings by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Tencent Holdings. SEHK:700 Earnings & Revenue Growth as at Mar 2026 📰 Beyond the headline: 0 risks and 4 things going right for Tencent Holdings that every investor should see. Quick Assessment ✅ Price vs Analyst Target : At HK$553.5 versus a consensus target of about HK$760.0, the share price is roughly 27% below analyst expectations. ...
↘️ Boeing (BA): The plane maker will delay some 737 MAX deliveries after discovering a problem with wiring. The stock was down 3.2%. ↗️ Micron Technology (MU), Applied Materials (AMAT): The companies will form a partnership to develop next-generation memory chips for artificial intelligence.
↘️ Boeing (BA): The plane maker will delay some 737 MAX deliveries after discovering a problem with wiring. The stock was down 3.2%. ↗️ Micron Technology (MU), Applied Materials (AMAT): The companies will form a partnership to develop next-generation memory chips for artificial intelligence.
In this article DIS Follow your favorite stocks CREATE FREE ACCOUNT General views of Sleeping Beauty Castle at Disneyland on April 06, 2024 in Anaheim, California. Aaronp/bauer-griffin | Gc Images | Getty Images Disneyland Resort President Thomas Mazloum has been named the next chair of Disney Experiences, overseeing the company's portfolio of theme parks, cruise ships, resort hotels and consumer ...
In this article DIS Follow your favorite stocks CREATE FREE ACCOUNT General views of Sleeping Beauty Castle at Disneyland on April 06, 2024 in Anaheim, California. Aaronp/bauer-griffin | Gc Images | Getty Images Disneyland Resort President Thomas Mazloum has been named the next chair of Disney Experiences, overseeing the company's portfolio of theme parks, cruise ships, resort hotels and consumer products, the company announced on Tuesday. Mazloum succeeds Josh D'Amaro, who takes over as Disney's next chief executive officer on March 18, at the company's annual shareholder meeting. D'Amaro hailed Mazloum as "the right leader to guide Disney Experiences into its next chapter." Mazloum brings deep knowledge of Disney's parks and cruise lines to his new position, and a background working in the European luxury hospitality industry. He began his Disney career in 1998, as a hotel director for Disney Cruise Line, and later served as general manager of food and beverage and special events at EPCOT at Walt Disney World. Mazloum left the company in 2002 to join Crystal Cruises, where he remained for 15 years, becoming its chief operating officer. The executive returned to Disney in 2017, serving as a senior vice president of operations at Walt Disney World Resort, where he oversaw 31 Disney hotels and the Disney Springs retail district, among his other responsibilities. He was named president of Disney Signature Experiences in 2020, where he oversaw Disney Cruise Line, laying plans to double the size of the fleet by 2031. As president of Disneyland Resort, Mazloum oversaw the two Southern California theme parks, three hotels, and the Downtown Disney District. Mazloum assumes his new role on March 18. Disney Experiences also announced other changes to its leadership team, which take effect on the same day. Jill Estorino, a 35-year veteran of Disney, has been named president of Disneyland Resort. Tasia Filippatos has been appointed president of Disney Parks International, over...
Recently, Applied Digital announced a US$2.15 billion private offering of 6.750% senior secured notes due 2031 to fund its Polaris Forge 2 AI data center campus, while Nvidia exited its equity stake and CoreWeave, a key customer, faced legal and financial pressures. Together, the new debt financing, departure of a high-profile shareholder, and concentration in a challenged customer sharpen the foc...
Recently, Applied Digital announced a US$2.15 billion private offering of 6.750% senior secured notes due 2031 to fund its Polaris Forge 2 AI data center campus, while Nvidia exited its equity stake and CoreWeave, a key customer, faced legal and financial pressures. Together, the new debt financing, departure of a high-profile shareholder, and concentration in a challenged customer sharpen the focus on Applied Digital’s balance sheet resilience and contract quality for its AI infrastructure buildout. We’ll now examine how the sizable senior secured notes issuance could reshape Applied Digital’s investment narrative around risk, growth and resilience. The future of work is here. Discover the 29 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. Applied Digital Investment Narrative Recap To own Applied Digital, you have to believe its capital intensive push into AI data centers will translate into durable, contracted cash flows that eventually outweigh today’s losses and volatility. The new US$2.15 billion senior secured notes, Nvidia’s exit, and CoreWeave’s troubles do not change that core thesis, but they sharpen the near term focus on balance sheet resilience as the key catalyst and customer concentration, especially around CoreWeave, as the biggest immediate risk. The Polaris Forge 2 financing is most relevant here. By locking in 6.750% senior secured funding to build 200 MW of new AI capacity for an investment grade hyperscaler, Applied Digital is doubling down on its multi campus buildout. This reinforces the importance of execution on large, long duration leases as the main upside driver, while also amplifying concerns about high leverage, project timing, and how quickly these assets can be filled at attractive economics. Yet against that growth story, investors should be aware that customer concentration and rising debt levels could quickly become a problem if... Read the full narrative on Applied Digit...
Earnings Call Insights: SIGA Technologies (SIGA) Q4 2025 Management View CEO Diem Nguyen noted a continued focus on supporting governments globally in preparedness for biological threats, especially smallpox, with SIGA serving "as the leading provider of smallpox antiviral treatment to more than 30 countries and NGOs across the world." Nguyen emphasized the importance of stockpiling and readiness ...
Earnings Call Insights: SIGA Technologies (SIGA) Q4 2025 Management View CEO Diem Nguyen noted a continued focus on supporting governments globally in preparedness for biological threats, especially smallpox, with SIGA serving "as the leading provider of smallpox antiviral treatment to more than 30 countries and NGOs across the world." Nguyen emphasized the importance of stockpiling and readiness in the face of heightened geopolitical risk and increased biological threats. Nguyen reported "2025 product revenues totaled approximately $88 million. This includes $53 million of oral TPOXX and $26 million of IV TPOXX delivered under the current BARDA 19C contract to the U.S. Strategic National Stockpile as well as $6 million from international oral TPOXX sales." She highlighted a $13 million order from an Asia Pacific country and noted $26 million in outstanding U.S. government orders expected for delivery in 2026. Nguyen addressed the ongoing European Medicines Agency (EMA) referral process, stating "The EMA's Committee for Medicinal Products for Human Use, or CHMP, is expected to meet in March to issue its recommendation to the European Commission regarding the product marketing authorization. We expect the CHMP to confirm the positive benefit/risk balance of Tecovirimat-SIGA as a treatment for smallpox, cowpox, vaccinia complications and maintain those indications in our product label." Nguyen also highlighted pipeline progress, including targeting FDA submission of the post-exposure prophylaxis (PEP) indication within 12 months and the start of a Phase I pediatric study, with results expected in the second half of 2026. CFO Daniel Luckshire stated, "SIGA continued to advance its long-term priorities in 2025. This includes securing $27 million in additional U.S. government funding to support development and manufacturing activities as well as generating $88 million of product revenues and $24 million of pretax operating income." He added, "At December 31, 2025, the co...
Ployker/iStock via Getty Images Since I was last bullish on the Global X Uranium ETF ( URA ) in March 2024, mainly because of the need to generate more energy for artificial intelligence, it is up by more than 75% and is trading around $51, as shown below. Data by YCharts However, a fall in the Uranium spot price and the Middle East war involving the U.S., Israel, and Iran have caused the ETF to s...
Ployker/iStock via Getty Images Since I was last bullish on the Global X Uranium ETF ( URA ) in March 2024, mainly because of the need to generate more energy for artificial intelligence, it is up by more than 75% and is trading around $51, as shown below. Data by YCharts However, a fall in the Uranium spot price and the Middle East war involving the U.S., Israel, and Iran have caused the ETF to slide from its January 28 high of $61. While further downside risks persist, this thesis aims to show it makes sense to buy the dip. For this purpose, I will highlight how the demand-supply equation is favorable and compare it with a peer. First, I argue why it is irrational for nuclear energy stocks to suffer, given that they are an alternative energy source to fossil fuels. The Role Of Nuclear In The Energy Mix Nuclear energy plants can be envisioned as a substitute for heavy oil-based thermal power stations. Thus, when oil prices surge, one would expect less demand for the commodity and, conversely, more requirement for nuclear sources as they get added to the energy mix by utilities. In consequence, oil and nuclear stocks should have moved in the same direction, but this is not the case, as seen by the State Street Energy Select Sector SPDR ETF ( XLE ) rise, contrasting with URA's dip in the chart below. Data by YCharts To explain the current divergence, it is mainly driven by the specific nature of the Israel-Iran conflict, which has an immediate impact on oil supply chains, since, in addition to restrictions impacting tanker movements, production facilities have been hit in neighboring countries. On the other hand, Uranium, the fuel for nuclear reactors, follows a different global supply chain than oil. The major uranium-producing countries (like Kazakhstan, Canada, and Australia) are not directly involved in this conflict. Consequently, the spot price of uranium has not been impacted by geopolitical tensions, as the fuel used for nuclear reactors follows a different g...
Artificial intelligence (AI) stocks have been among the biggest stock market winners over the past few years. Investors have piled into them because the technology offers game-changing potential, and that may result in soaring earnings and share prices for the companies involved. This story has already started to play out, with companies developing and using AI generating growth. So you might thin...
Artificial intelligence (AI) stocks have been among the biggest stock market winners over the past few years. Investors have piled into them because the technology offers game-changing potential, and that may result in soaring earnings and share prices for the companies involved. This story has already started to play out, with companies developing and using AI generating growth. So you might think investment opportunities right now are limited. Luckily, this isn't true. One company in particular has seen its price slip over the past year, even as it's reported mind-boggling revenue gains. Prediction: This AI player could deliver 75% upside from here, according to Wall Street. Let's check out this promising AI company. A voice AI specialist This company is one you may have come into contact with on the phone, in your car, or while ordering in a restaurant. I'm talking about SoundHound AI (SOUN 3.89%), a specialist in voice AI. SoundHound has revolutionized the industry with its technology for translating speech directly into meaning -- bypassing the usual step of converting it to text. This favors speed and quality, and has helped SoundHound's growth take off. SoundHound serves a variety of industries, as mentioned above, and has announced new contracts quarter after quarter. For example, in the recent quarter, it signed on a major OEM in Japan, inked a deal with a global health club in the U.S., and more -- in fact, it closed a record number of enterprise deals in the period. The company doesn't derive more than 10% of its business from one single customer, and this is positive because if it loses a client, it's not disastrous for revenue. Today, SoundHound works with many market giants from pancake chain IHOP to French bank BNP Paribas. Expand NASDAQ : SOUN SoundHound AI Today's Change ( -3.89 %) $ -0.32 Current Price $ 7.90 Key Data Points Market Cap $3.5B Day's Range $ 7.88 - $ 8.34 52wk Range $ 6.52 - $ 22.17 Volume 25M Avg Vol 26M Gross Margin 32.96 % Revenue ...
It was a night when the Tyneside passions pulsed; the nervous energy, too, because this was something unprecedented – a first Champions League knockout tie in Newcastle’s history. It was not just the gilded level of the opposition that fired the excitement, the imagination. Eddie Howe was in little doubt that it was the biggest game Newcastle had ever played. Newcastle had to do more than subdue B...
It was a night when the Tyneside passions pulsed; the nervous energy, too, because this was something unprecedented – a first Champions League knockout tie in Newcastle’s history. It was not just the gilded level of the opposition that fired the excitement, the imagination. Eddie Howe was in little doubt that it was the biggest game Newcastle had ever played. Newcastle had to do more than subdue Barcelona, the top team in Spain last season and so far this time out. They had to manage the occasion because it was one that came to rest on the edge of a knife. As the minutes ticked down, the chances so scarce, they knew that one moment was always likely to be decisive. At either end. When they made it happen towards the end of regulation time, it was the prompt for their hopes to surge. Harvey Barnes had been denied by the post on 75 minutes after a lovely move, with Joelinton flagged for offside when he put the rebound into the net. Barnes refused to believe that it would form the basis of his story and there was joy in the home stands when he ghosted unmarked on to a cross from the substitute, Jacob Murphy. Nobody in a Barcelona shirt had tracked him, the finish was true and the Newcastle fans had all kinds of optimistic thoughts ahead of next Wednesday’s Camp Nou return. Not so fast. Barcelona had not offered very much in the final third but with time almost up, Dani Olmo, who had come on as a substitute, made a move inside the Newcastle area that was too cute for Malick Thiaw. The Newcastle defender nibbled at him, the contact was there and the penalty was given. When Lamine Yamal converted, it added up to the most bitter of pills for Newcastle. The buildup had been epic, Howe not shying away from the game’s importance – far from it – and the history was a major part of it. The clubs are united by a love for Sir Bobby Robson, who managed both of them. And, from a Newcastle perspective, there was that first-ever match in this competition against Barcelona – the never...