Amidst the uncertainty surrounding the Iran conflict, oil has spiked to historic levels. While extreme vertical moves like this are prime candidates for a short position, war-driven oil spikes have a habit of taking their sweet time coming back down to earth. Because of this, I have to adopt a different layering approach when structuring the following trade: Adjusting the timeframe: I typically fa...
Amidst the uncertainty surrounding the Iran conflict, oil has spiked to historic levels. While extreme vertical moves like this are prime candidates for a short position, war-driven oil spikes have a habit of taking their sweet time coming back down to earth. Because of this, I have to adopt a different layering approach when structuring the following trade: Adjusting the timeframe: I typically favor bull call spreads because bullish strategies inherently carry a higher win rate. When I do take the occasional bearish trade, I keep the timeframe tight — usually 14 to 21 days — since pullbacks in a broader bull market are notoriously short lived. However, this geopolitical situation is unique. The uncertainty could easily prop up prices for more than a month. To ensure I buy enough time to be right, I am targeting a longer expiration window of 35 to 50 days. Scaling in: Nobody rings a bell at the top. When fading a strong prevailing trend, there is a high probability the very first entry will go underwater. To manage this, I am building the position slowly and starting extremely small. The beauty of this specific setup — a $1-wide at-the-money bear put spread — is that I can initiate a position for as little as $50 and steadily scale into it as the price action develops. The $110 trigger: I am stalking the $110 level on the United States Oil Fund as my primary threshold. Anytime USO breaks above $110, I will look to layer on another small bearish spread, always ensuring I have at least 40 days until expiration on the newly-added contracts. The trade setup: A bear put spread Now that my bearish bias is locked in, the next step is finding the right vehicle to execute the trade. For this, I am going with a standard bear put spread (also known as a put debit spread). If you pull up the USO option chain for April 17, you will immediately see why I like this product: it is incredibly liquid and features tight, $1-wide strikes. This structure is fantastic for capital efficie...
In the world of urban mobility, Archer Aviation (ACHR +0.77%) stands out as a high-potential stock that could turn a modest investment into life-changing gains. The company's electric vertical takeoff and landing (eVTOL) technology seeks to revolutionize the transportation industry as cities manage demands from rising congestion and sustainability efforts. Could an investment in Archer wind up del...
In the world of urban mobility, Archer Aviation (ACHR +0.77%) stands out as a high-potential stock that could turn a modest investment into life-changing gains. The company's electric vertical takeoff and landing (eVTOL) technology seeks to revolutionize the transportation industry as cities manage demands from rising congestion and sustainability efforts. Could an investment in Archer wind up delivering outsized returns and make you a millionaire, or is the risk simply too high? Let's analyze Archer's business and market opportunity to help determine if this $6 stock is positioned for explosive returns. How eVTOLs promise to change urban mobility Archer's eVTOLs are meant to complement urban mobility networks. The company's flagship aircraft, the Midnight eVTOL, is designed for a maximum range of 100 miles and has completed test flights up to 50+ miles so far. eVTOLs could be a gamechanger for densely populated environments. These vehicles are both fuel-efficient and help mitigate urban congestion often found across traditional transportation methods such as taxis or subway systems. Another subtle use case for Archer's aircraft is defense operations. Much like electric cars, eVTOLs are designed to be quiet compred to conventional helicopters, making them a potential asset. Beyond everyday commuting, eVTOLs can also assist in applications such as disaster relief, logistics, and medical services delivery. Archer has forged strategic partnerships with artificial intelligence (AI) leaders Palantir Technologies and Nvidia, underscoring the immense opportunity the world's biggest companies see in next-generation aviation. Expand NYSE : ACHR Archer Aviation Today's Change ( 0.77 %) $ 0.05 Current Price $ 6.57 Key Data Points Market Cap $4.9B Day's Range $ 6.49 - $ 6.67 52wk Range $ 5.48 - $ 14.62 Volume 114K Avg Vol 37M Gross Margin -663333.33 % The low altitude economy could be worth trillions According to Precedence Research, the global eVTOL market is currently worth a...
Key Points Archer Aviation is a money-losing startup. The company is attempting to build a business around what amounts to air taxis. Wall Street seems to like the story for the most part, but you'll need a strong stomach to stick around. 10 stocks we like better than Archer Aviation › Shares of Archer Aviation (NYSE: ACHR) have fallen more than 33% from their high-water mark over the past few mon...
Key Points Archer Aviation is a money-losing startup. The company is attempting to build a business around what amounts to air taxis. Wall Street seems to like the story for the most part, but you'll need a strong stomach to stick around. 10 stocks we like better than Archer Aviation › Shares of Archer Aviation (NYSE: ACHR) have fallen more than 33% from their high-water mark over the past few months. That's the second drawdown of that magnitude in the past year. And yet the stock is still up more than 150% over the past 12 months. That volatility is important to keep in mind because if you can't handle a bumpy ride, you won't want to buy this aviation startup no matter how positive the long-term opportunity seems. What does Archer Aviation do? At this point in its life, Archer Aviation builds aircraft for testing purposes. It is currently building a small vertical lift vehicle called Midnight that is meant for traveling short distances while carrying just a few passengers (or a light load of items). Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Midnight is basically an air taxi. It is a completely new form of transportation and regulators are still putting Midnight through its paces. The company has competition, but there is likely to be enough room in the air taxi market for more than one vehicle supplier. The problem right now is that this industrial company is bleeding red ink. It has no choice but to go through this financially painful process, however, because it needs regulator approval before its aircraft can be used commercially. Investors buying the stock are effectively betting that Archer Aviation will be able to get its Midnight aircraft approved. This alone will be a huge success, as it will have effectively proven itself capable of breaking into the highly competitive aerospace industry. That said, just getting the needed approvals is only the first step. The seco...
Tucked under the arcade at 49 Marktgasse in Bern’s historic city center is an opaque glass entranceway with a small sign identifying it as a branch of UBS Group AG, one of hundreds across Switzerland. But the late-Baroque facade of the building conceals a special, darker history, one that reflects persistent political and legal problems for the bank thousands of miles away, in the US. For at least...
Tucked under the arcade at 49 Marktgasse in Bern’s historic city center is an opaque glass entranceway with a small sign identifying it as a branch of UBS Group AG, one of hundreds across Switzerland. But the late-Baroque facade of the building conceals a special, darker history, one that reflects persistent political and legal problems for the bank thousands of miles away, in the US. For at least two years in the late 1940s, the building, then owned by a predecessor bank of Credit Suisse, housed a key stop on the secret routes that allowed Nazi officials to escape justice and flee to South America, known as rat lines. That the Swiss bank was landlord to the Argentine Immigration Office is just one of the revelations that has emerged in a multi-year investigation into its servicing of Nazi-linked accounts before, during and after World War II. Credit Suisse at one point had sought to close down the probe as it revealed the depths of those ties. But the inquiry has continued under pressure from Jewish groups and the US Senate . UBS took over Credit Suisse, along with its legal liabilities, in 2023. Now, as the investigation nears its conclusion, UBS is locked in a dispute in a New York court with the Simon Wiesenthal Center , a US-based group known for its pursuit of Nazis, over whether it could face billions of dollars in new financial claims for its wartime business with the Third Reich. Read more: Quest to Find Credit Suisse Nazi Accounts Puts UBS in Spotlight UBS argues that it’s willing to continue the probe — which has cost the bank hundreds of millions of dollars in legal and other experts’ fees — but it wants a court to provide assurances that it won’t face fresh claims for financial restitution based on new revelations. It argues that a landmark 1990s settlement in which UBS and other Swiss banks paid $1.25 billion to settle the claims of Nazi victims covered any potential further liability — known or unknown at the time. US District Judge Edward Korman , wh...
Wall Street is recalibrating its view across three very different technology names this week. Bank of America reinstated Qualcomm (NASDAQ:QCOM) at Underperform with a $145 price target, while maintaining a cautious stance on the chipmaker’s near-term outlook. Truist kept its Buy rating and $283 price target on Nvidia (NASDAQ:NVDA) ahead of the GPU Technology Conference. ... What Wall Street Is Say...
Wall Street is recalibrating its view across three very different technology names this week. Bank of America reinstated Qualcomm (NASDAQ:QCOM) at Underperform with a $145 price target, while maintaining a cautious stance on the chipmaker’s near-term outlook. Truist kept its Buy rating and $283 price target on Nvidia (NASDAQ:NVDA) ahead of the GPU Technology Conference. ... What Wall Street Is Saying About Semiconductor Names Qualcomm (QCOM), Nvidia (NVDA) and SolarEdge (SEDG) Today
Bank of America's Underperform reinstatement on Qualcomm is a more cautious call. The firm points to a mature smartphone market, rising memory costs, the imminent loss of Apple business, and modest growth rates through 2028 as the core concerns. With the handset segment generating $7.82 billion in Q1 FY2026, up just 3% year over year, there is little in the near-term data to challenge that view. B...
Bank of America's Underperform reinstatement on Qualcomm is a more cautious call. The firm points to a mature smartphone market, rising memory costs, the imminent loss of Apple business, and modest growth rates through 2028 as the core concerns. With the handset segment generating $7.82 billion in Q1 FY2026, up just 3% year over year, there is little in the near-term data to challenge that view. BofA's $145 target sits only modestly above the current price, suggesting limited reward for the risks involved.The SolarEdge upgrade is the most dramatic shift of the three. BofA moved the stock from Underperform to Neutral and more than doubled its price target, citing margin stabilization, improved revenue visibility, stronger liquidity, and regained U.S. inverter market share as factors that have materially reduced downside risk. The Q4 2025 results provided the fundamental support: non-GAAP gross margin reached 23.3%, up from 18.8% in Q3, and the company generated operating cash flow of $52.63 million in the quarter. Truist's reaffirmed Buy on Nvidia centers on the upcoming GPU Technology Conference, where the firm expects positive updates on supply, demand, and emerging technologies. The $283 price target reflects confidence that the AI infrastructure build-out still has significant runway. With CEO Jensen Huang publicly bullish on an agentic AI inflection, the conference represents a near-term catalyst for investor sentiment that Truist appears to be positioning around. Wall Street is recalibrating its view across three very different technology names this week. Bank of America reinstated Qualcomm ( NASDAQ:QCOM ) at Underperform with a $145 price target, while maintaining a cautious stance on the chipmaker's near-term outlook. Truist kept its Buy rating and $283 price target on Nvidia ( NASDAQ:NVDA ) ahead of the GPU Technology Conference. And BofA upgraded SolarEdge ( NASDAQ:SEDG ) to Neutral from Underperform, dramatically raising its price target to $40 from $17. T...
Hundreds of ships are stacking up near Hormuz as conflict shakes oil markets and disrupts shipping lanes. Group CEO of V.Group René Kofod-Olsen joined Bloomberg Open Interest to discuss what he's seeing int he region as traffic in the Strait comes to a virtual standstill. (Source: Bloomberg)
Hundreds of ships are stacking up near Hormuz as conflict shakes oil markets and disrupts shipping lanes. Group CEO of V.Group René Kofod-Olsen joined Bloomberg Open Interest to discuss what he's seeing int he region as traffic in the Strait comes to a virtual standstill. (Source: Bloomberg)
Tommy DeCarlo, the frontman of US rock band Boston since 2007, has died of brain cancer, his family have confirmed. “It is with heavy hearts that we share the passing of our dad, Tommy DeCarlo, on Monday, 9 March 2026,” they wrote in a statement. “After being diagnosed with brain cancer last September, he fought with incredible strength and courage right up until the very end. During this difficul...
Tommy DeCarlo, the frontman of US rock band Boston since 2007, has died of brain cancer, his family have confirmed. “It is with heavy hearts that we share the passing of our dad, Tommy DeCarlo, on Monday, 9 March 2026,” they wrote in a statement. “After being diagnosed with brain cancer last September, he fought with incredible strength and courage right up until the very end. During this difficult time, we kindly ask that friends and fans respect our family’s privacy as we grieve and support one another.” The family had previously shared a GoFundMe page asking for support for the singer’s medical bills after he suffered a sudden brain bleed and underwent an emergency craniotomy in September. Doctors discovered two melanoma masses on his brain and one on his lungs; following treatment, DeCarlo was hospitalised after another brain bleed. DeCarlo joined Boston in 2007 after original frontman Brad Delp killed himself. DeCarlo, a lifelong fan of Boston, had posted an original tribute song to Delp on MySpace, along with covers of the band’s Don’t Look Back and Smokin’, which he sent to the band’s management with an offer to perform at a tribute concert to Delp. They declined – until founding band member Tom Scholz heard the cover and invited DeCarlo along to perform with the remaining band members. “I haven’t heard anyone else sing like that in 35 years,” Scholz is quoted as saying in a bio on the band’s website. Then working as a credit manager at Home Depot in North Carolina, DeCarlo gave his first gig – other than karaoke slots at the local bowling alley – at the 5,000-capacity Bank of America Pavilion in Boston. The group then invited him to join the band. “The most scary time for me was when I walked into rehearsal and met them all for the first time,” DeCarlo said. “As I walked into the building where rehearsal was taking place, I could hear the sound of a kick drum in the distance. I walked through the doors and could not believe it … there was Boston rehearsing D...
Qantas is hiking international fares about 5% as jet fuel prices spike on Middle East tensions. Savanthi Syth, Airlines Managing Director at Raymond James joined Bloomberg Open Interest to discuss the stress points in the airline industry as the war upends travel. (Source: Bloomberg)
Qantas is hiking international fares about 5% as jet fuel prices spike on Middle East tensions. Savanthi Syth, Airlines Managing Director at Raymond James joined Bloomberg Open Interest to discuss the stress points in the airline industry as the war upends travel. (Source: Bloomberg)
TLDR BofA Securities reinstated Qualcomm with an Underperform rating and a $145 price target Apple is phasing out Qualcomm modems from iPhones, costing an estimated $7–8 billion in revenue Samsung will cut Qualcomm’s Galaxy device content from 100% to ~75% in fall 2026 Xiaomi has committed $7 billion to developing its own internal chips BofA projects just 2% annual revenue growth for Qualcomm thro...
TLDR BofA Securities reinstated Qualcomm with an Underperform rating and a $145 price target Apple is phasing out Qualcomm modems from iPhones, costing an estimated $7–8 billion in revenue Samsung will cut Qualcomm’s Galaxy device content from 100% to ~75% in fall 2026 Xiaomi has committed $7 billion to developing its own internal chips BofA projects just 2% annual revenue growth for Qualcomm through fiscal 2028 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Qualcomm stock dropped 3.1% to $133.81 in premarket trading on Tuesday after Bank of America reinstated coverage with an Underperform rating. The stock is now down 19% year-to-date. QUALCOMM Incorporated, QCOM BofA set a $145 price target — implying only about 5% upside from Monday’s close. Analyst Vivek Arya cited weak growth prospects and mounting competitive pressure across Qualcomm’s core markets. The headline risk is Apple. Qualcomm’s modems are expected to be fully phased out of iPhones by fall 2027 as Apple moves to its own in-house chips. BofA estimates the revenue hit at roughly $7–8 billion. Apple, Samsung, and Xiaomi together made up about 54% of Qualcomm’s revenue in fiscal 2025. That concentration is what makes the current moment so uncomfortable for the company. Samsung is moving in a similar direction. Qualcomm’s content share in Samsung’s fall 2026 Galaxy lineup will fall from 100% to around 75%, according to BofA. That’s another chunk of business at risk. Then there’s Xiaomi. The Chinese smartphone maker has committed $7 billion to internal silicon development — a clear signal that it, too, is looking to reduce its reliance on outside chipmakers. “QCOM’s core equity risk is increasingly defined by their three top customers and their willingness to internalize key silicon over time,” Arya wrote. Can Diversification Fill the Gap? Qualcomm has been pushing into automotive...
mustafaU/iStock via Getty Images Focus of Article: The focus of PART 1 of this article is to analyze Blackstone Secured Lending Fund’s ( BXSL ) recent results and compare a handful of the company’s metrics to 11 business development company (“BDC”) peers. This analysis will show past and current data with supporting documentation. Table 1 will compare BXSL’s recent net asset value (“NAV”) economic...
mustafaU/iStock via Getty Images Focus of Article: The focus of PART 1 of this article is to analyze Blackstone Secured Lending Fund’s ( BXSL ) recent results and compare a handful of the company’s metrics to 11 business development company (“BDC”) peers. This analysis will show past and current data with supporting documentation. Table 1 will compare BXSL’s recent net asset value (“NAV”) economic return (loss), adjusted net investment income (“NII”), stock price to annualized NII ratio, and percentage of total investment income attributable to capitalized payment-in-kind (“PIK”)/deferred interest income to the 11 BDC peers. Table 1 will also provide a premium (discount) to estimated CURRENT NAV analysis using stock prices as of 3/6/2026. Table 2 will compare BXSL’s investment portfolio (including several additional metrics) as of 9/30/2025 and 12/31/2025 to the 11 BDC peers. I am writing this two-part article due to the continued requests that such an analysis be specifically performed on BXSL and some of the company’s BDC peers at periodic intervals. These BDC peers include Ares Capital Corp. ( ARCC ), Capital Southwest Corp. ( CSWC ), FS KKR Capital Corp. ( FSK ), Gladstone Investment Corp. ( GAIN ), Golub Capital BDC Inc. ( GBDC ), Main Street Capital Corp. ( MAIN ), Oaktree Specialty Lending Corp. ( OCSL ), Blue Owl Capital Corp. ( OBDC ), SLR Investment Corp. ( SLRC ), TriplePoint Venture Growth BDC Corp. ( TPVG ), and Sixth Street Specialty Lending Corp. ( TSLX ). Understanding the characteristics of a company’s investment portfolio and operating performance can shed some light on which companies are overvalued or undervalued strictly per a “numbers” analysis. This is not the only data that should be examined to initiate a position within a particular stock/sector. However, I believe this analysis would be a good “starting-point” to begin a discussion on the topic. My Buy, Sell, or Hold recommendation and current price target for BXSL will be in the “Conclusi...
Image source: The Motley Fool. Tuesday, March 10, 2026 at 9 a.m. ET Call participants Chief Executive Officer — Michael Bender Chief Financial Officer — Jill Timm Vice President, Investor Relations — Trevor Novotny Takeaways Net sales -- Declined 3.9% in the quarter, and four percent for the year, primarily reflecting lower store transactions. -- Declined 3.9% in the quarter, and four percent for ...
Image source: The Motley Fool. Tuesday, March 10, 2026 at 9 a.m. ET Call participants Chief Executive Officer — Michael Bender Chief Financial Officer — Jill Timm Vice President, Investor Relations — Trevor Novotny Takeaways Net sales -- Declined 3.9% in the quarter, and four percent for the year, primarily reflecting lower store transactions. -- Declined 3.9% in the quarter, and four percent for the year, primarily reflecting lower store transactions. Comparable sales -- Down 2.8% in the quarter and down 3.1% for the year, with a seventy basis point weather-related impact in January. -- Down 2.8% in the quarter and down 3.1% for the year, with a seventy basis point weather-related impact in January. Digital sales -- Increased low single digits in the quarter and ended flat for the full year, led by higher web traffic but constrained by lower conversion rates. -- Increased low single digits in the quarter and ended flat for the full year, led by higher web traffic but constrained by lower conversion rates. Gross margin -- Expanded by twenty-five basis points to 33.1% of sales in the quarter, driven by strong inventory management and reduced markdowns, partially offset by higher digital shipping costs as penetration rose 220 basis points to 35%. -- Expanded by twenty-five basis points to 33.1% of sales in the quarter, driven by strong inventory management and reduced markdowns, partially offset by higher digital shipping costs as penetration rose 220 basis points to 35%. SG&A expenses -- Decreased $76 million, or 4.9%, in the quarter due to lower store, marketing, and fulfillment costs; for the year, decreased 4.1%. -- Decreased $76 million, or 4.9%, in the quarter due to lower store, marketing, and fulfillment costs; for the year, decreased 4.1%. Adjusted net income -- $125 million in the quarter and $186 million for the year; adjusted diluted EPS of $1.07 in the quarter and $1.62 for the year. -- $125 million in the quarter and $186 million for the year; adjusted d...
Workers prepare butter chicken at Daryaganj restaurant in New Delhi, India, on Monday, Feb. 12, 2024. Daryaganj and Moti Mahal Delux restaurants are in a legal battle over the ownership of butter chicken. Photographer: Saumya Khandelwal/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images The Iran war is causing global disruption, and restaurants in India are under threat because of it....
Workers prepare butter chicken at Daryaganj restaurant in New Delhi, India, on Monday, Feb. 12, 2024. Daryaganj and Moti Mahal Delux restaurants are in a legal battle over the ownership of butter chicken. Photographer: Saumya Khandelwal/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images The Iran war is causing global disruption, and restaurants in India are under threat because of it. The conflict is threatening India's supply of liquefied petroleum gas (LPG), most of which is imported and the global supply of which is threatened by disruptions in the Strait of Hormuz. On Tuesday, India's Ministry of Petroleum and Natural Gas said that it was directing oil refineries to prioritize supplying LPG to the 330 million households that use it as a primary cooking fuel, over 3 million businesses that use commercial LPG cylinders. This is causing a "crisis situation" that will lead to the closure of many restaurants over the next few days, Sagar Daryani, president of the National Restaurant Association of India, told CNBC. He added that 90% of restaurants in India rely on LPG cylinders to run their kitchens. The industry was already facing low demand and high costs, but if the LPG supply issues persist, it would lead to "closure of business and job losses," Daryani said. The NRAI represents over 500,000 restaurants across India. India's industry generates an annual turnover of over 5.7 trillion rupees ($78.9 billion) and employs over 8 million people, per the NRAI. On Tuesday, India's Ministry of Petroleum and Natural Gas said in an X post that it was directing oil refineries to prioritize LPG supply to households and use imported liquefied natural gas (LNG) for essential commercial sectors such as hospitals and educational institutions. Announcing the shifts in LPG supply, India's Ministry of Petroleum and Natural Gas said it would form a committee to review representations for LPG supply to restaurants, hotels and other commercial industries. The NRAI is urgin...
JHVEPhoto/iStock Editorial via Getty Images Investment Thesis PayPal Holdings, Inc. ( PYPL ) is down another 27% since my last coverage, but it does not fit the profile of a classic value trap even though it is priced as one in the market. It still produces $5-6 billion in free cash flow, has ~22% ROIC, and transacts $1.8 trillion in payment volume annually. While the growth in branded checkout an...
JHVEPhoto/iStock Editorial via Getty Images Investment Thesis PayPal Holdings, Inc. ( PYPL ) is down another 27% since my last coverage, but it does not fit the profile of a classic value trap even though it is priced as one in the market. It still produces $5-6 billion in free cash flow, has ~22% ROIC, and transacts $1.8 trillion in payment volume annually. While the growth in branded checkout and leadership changes are legitimate concerns for the company’s execution, its underlying profitability and growth in newer businesses like Venmo, BNPL, and enterprise payments are legitimate paths to recovery. It’s trading for less than 10x earnings, implying a long-term decline in business for investors. For investors, the current thesis is moderately bullish as it represents a deep value investment where even a marginal improvement in business can create a significant re-rating in its valuation. Data by YCharts 2026 Growth Backed by $6.4 Billion FCF In my view, PayPal has a high level of financial durability through reliable cash flows and the monetization of diversified assets beyond its core branded checkout business. Despite challenges in specific segments, PayPal maintains highly profitable financials capable of funding operations, capital returns, and new product initiatives without dependency on external financing. I see the indicator of this strength is in the cash flow, as PayPal derived $6.42 billion in cash from operations. This contrasts with the sector median of $188.41 million. I mean, this volume of cash puts PayPal in a distinct category and enables it to direct capital toward stockholder returns. In Q4, PayPal completed $1.5 billion in stock repurchases, bringing the full-year total to $6 billion. Further, PayPal paid its first quarterly dividend of $0.14/share. These moves point to a balance sheet that supports direct capital return programs, with adjusted FCF for the full year totaling $6.4 billion. As I see it, this cash is coming from high margins and ...
Saudi Arabia’s state oil company has warned of “catastrophic consequences” for the world’s oil markets if the US-Israeli war with Iran continues to block shipping in the strait of Hormuz. The world’s biggest oil company expects to be able to export about 70% of its usual crude output despite the stranglehold on the vital trade artery, but its chief executive warned that there would still be “drast...
Saudi Arabia’s state oil company has warned of “catastrophic consequences” for the world’s oil markets if the US-Israeli war with Iran continues to block shipping in the strait of Hormuz. The world’s biggest oil company expects to be able to export about 70% of its usual crude output despite the stranglehold on the vital trade artery, but its chief executive warned that there would still be “drastic” consequences for the world economy if the disruption continues. Oil shipments from the Middle East have been blocked from passing through the narrow waterway since the US strikes on Iran 11 days ago, erasing about 20m barrels of oil from the global market every day. 2:21 How the Iran conflict could affect prices around the world – video explainer Amin Nasser, the chief executive of Aramco, said: “While we have faced disruptions in the past, this one by far is the biggest crisis the region’s oil and gas industry has faced.” Aramco has been unable to ship crude cargoes out of the Gulf due to the disruption, but it hopes to meet customer demands by flowing crude through the east-west pipeline to the Red Sea port of Yanbu where it could be shipped to buyers. The company plans to ramp up shipments through the pipeline to reach its full capacity of 7m barrels a day in the next couple of days, it said. About 2m barrels a day will be sent to Saudi Arabia’s refineries in the west of the country, leaving 5m barrels a day for the global crude market. This represents about 70% of the kingdom’s usual exports. Typically about 100 tankers a day pass through the narrow waterway lying south of Iran, but the number has dwindled to single digits after the Islamic Revolutionary Guard Corps threatened to “set ablaze” any vessel using the trade route, which carries a fifth of the world’s oil and liquefied natural gas. Aramco said that it is now meeting most of its customers’ needs partly by tapping crude held in storage outside the Gulf region. He said these stores could not be used for “an ...
TkKurikawa/iStock Editorial via Getty Images Chunghwa Telecom ( CHT ) has reported February 2026 revenue of approximately NT$18.79B, up 2.7% from the prior year. Operating income for February was about NT$4.44B, while net income attributable to shareholders was around NT$3.42B. EBITDA for the month was approximately NT$7.85B, and EPS was NT$0.45. For the first two months of 2026 (Jan-Feb), the com...
TkKurikawa/iStock Editorial via Getty Images Chunghwa Telecom ( CHT ) has reported February 2026 revenue of approximately NT$18.79B, up 2.7% from the prior year. Operating income for February was about NT$4.44B, while net income attributable to shareholders was around NT$3.42B. EBITDA for the month was approximately NT$7.85B, and EPS was NT$0.45. For the first two months of 2026 (Jan-Feb), the company reported revenue of NT$39.20B, operating income of NT$8.85B, and net income of NT$6.79B. EBITDA during the period reached approximately NT$15.65B, with EPS of NT$0.88. More on Chunghwa Telecom Chunghwa Telecom Co., Ltd. 2025 Q4 - Results - Earnings Call Presentation Chunghwa Telecom Co., Ltd. (CHT) Q4 2025 Earnings Call Transcript Chunghwa Telecom reports 2026 guidance Seeking Alpha’s Quant Rating on Chunghwa Telecom Historical earnings data for Chunghwa Telecom
Image source: The Motley Fool. March 10, 2026, 9 a.m. ET Call participants Chief Executive Officer — Ryan McMonagle Chief Financial Officer — Christopher Eperjesy Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Record quarterly revenue -- $528 million in Q4 2025, driven by continued strength in the core rental business according to management. -- $528 million in Q4 2025,...
Image source: The Motley Fool. March 10, 2026, 9 a.m. ET Call participants Chief Executive Officer — Ryan McMonagle Chief Financial Officer — Christopher Eperjesy Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Record quarterly revenue -- $528 million in Q4 2025, driven by continued strength in the core rental business according to management. -- $528 million in Q4 2025, driven by continued strength in the core rental business according to management. Adjusted EBITDA -- $121 million in Q4, up more than 18% year over year. -- $121 million in Q4, up more than 18% year over year. Full-year revenue -- $1.944 billion, up 8% from 2024 and a company record. -- $1.944 billion, up 8% from 2024 and a company record. Full-year adjusted EBITDA -- $384 million, up 13% compared to 2024 and above the midpoint of prior guidance. -- $384 million, up 13% compared to 2024 and above the midpoint of prior guidance. Rental fleet utilization -- Averaged just under 84% in Q4, the highest level in almost three years. -- Averaged just under 84% in Q4, the highest level in almost three years. OEC on rent -- Averaged just under $1.4 billion in Q4, up 14% year over year. -- Averaged just under $1.4 billion in Q4, up 14% year over year. Total OEC -- Ended the year at $1.64 billion, the highest quarter-end level in the company’s history. -- Ended the year at $1.64 billion, the highest quarter-end level in the company’s history. ERS segment revenue -- $207 million in Q4, up 20% year over year. -- $207 million in Q4, up 20% year over year. ERS utilization -- Averaged 83.6% in Q4, up approximately 470 basis points versus Q4 2024. -- Averaged 83.6% in Q4, up approximately 470 basis points versus Q4 2024. ERS on-rent yield -- 38.7% in Q4, showing both sequential and year-over-year increases. -- 38.7% in Q4, showing both sequential and year-over-year increases. ERS rental adjusted gross margin -- Highest quarterly level of 2025 and ended the year higher despite a less favorab...
Qualcomm faces mounting pressure as Apple moves away from its modems and BofA warns that losses at major smartphone customers could outweigh growth in new businesses.
Qualcomm faces mounting pressure as Apple moves away from its modems and BofA warns that losses at major smartphone customers could outweigh growth in new businesses.
Kevin Dietsch/Getty Images News Software stocks have cratered. Even the highest-quality names like ServiceNow, Inc. ( NOW ) are now trading at compelling valuations. Amidst all the noise, NOW delivered its typical strong results, with revenue growth pacing the sector and expanding profit margins. The stock has continued to struggle due to poor sentiment as investors weigh potential generative AI r...
Kevin Dietsch/Getty Images News Software stocks have cratered. Even the highest-quality names like ServiceNow, Inc. ( NOW ) are now trading at compelling valuations. Amidst all the noise, NOW delivered its typical strong results, with revenue growth pacing the sector and expanding profit margins. The stock has continued to struggle due to poor sentiment as investors weigh potential generative AI risks in the software sector. I expect NOW’s business to be particularly resilient due to its mission-critical entrenchment in its customer base. I am upgrading the stock to a "S trong Buy" rating. NOW Stock Price I last covered NOW in November , where I upgraded the stock to a "B uy" rating, saying that if one were ever to buy the stock, then that was the time, as the rich premium had finally dissipated. The stock has fallen nearly 30% since. Data by YCharts It is time for another upgrade. NOW Stock Key Metrics NOW is an enterprise software company. It is often touted as one of the highest-quality names in the software sector. This is because its primary product is to enable digital workflows, which often involve wide and deep integrations in its customer base. This is the kind of company that customers cannot just get rid of without having serious ramifications for the day-to-day operations of the business. 2025 Q4 Presentation The market is very fearful of potential generative AI disruption to software stocks, with NOW and most software stocks seeing their valuations plummet to multi-year lows. That fear has not yet shown itself in the numbers, however. In the most recent quarter, NOW delivered 21% YoY subscription revenue growth to $3.466 billion, surpassing guidance of $3.425 billion. 2025 Q4 Presentation The company also delivered strength in current remaining performance obligations, which grew 25% YoY. As I have stated in prior reports, I view cRPOs as being a rather imperfect predictor of future revenue growth. Investors often use RPOs to further their narrative - s...