Since the start of his second term, President Donald Trump's administration has had the U.S. government take an equity stake in at least 10 companies. While the government has taken equity stakes before, it has historically been done as a last resort when a company looks like it could be going out of business and keeping it afloat is viewed to be in the national interest. Most of the government's ...
Since the start of his second term, President Donald Trump's administration has had the U.S. government take an equity stake in at least 10 companies. While the government has taken equity stakes before, it has historically been done as a last resort when a company looks like it could be going out of business and keeping it afloat is viewed to be in the national interest. Most of the government's stakes over the past year have been in companies dealing with critical natural resources that the administration sees as vital to the economy. Some of the government's positions have performed quite well since it took a stake. Did Trump just outsmart Wall Street? The government has made roughly $34 billion on a company that not long ago had been viewed as a legacy tech company left for dead. Continue reading
Zohran Mamdani’s suggestion King Charles should return diamond to India has reopened old wounds It may not be the biggest or most precious jewel ensconced in the Tower of London, but few diamonds have a legacy to rival that of the Koh-i-noor. Likely to have originated in southern India, the diamond’s history is that of a great disruptor across the subcontinent, exchanging hands over centuries thro...
Zohran Mamdani’s suggestion King Charles should return diamond to India has reopened old wounds It may not be the biggest or most precious jewel ensconced in the Tower of London, but few diamonds have a legacy to rival that of the Koh-i-noor. Likely to have originated in southern India, the diamond’s history is that of a great disruptor across the subcontinent, exchanging hands over centuries through acts of war, violence and assassination from Mughal emperors, Persian invaders, Sikh Kings and eventually snatched by the British colonial rulers of India. Continue reading...
Westlake Chemical Partners press release ( WLKP ): Q1 GAAP EPS of $0.40. Revenue of $305.68M (+28.6% Y/Y). More on Westlake Chemical Partners Westlake Chemical Partners LP Common Units (WLKP) Q4 2025 Earnings Call Transcript Westlake Chemical Partners names Jonathan Baksht CFO Top 10 material stocks with highest dividend yield amid volatile markets Seeking Alpha’s Quant Rating on Westlake Chemical...
Westlake Chemical Partners press release ( WLKP ): Q1 GAAP EPS of $0.40. Revenue of $305.68M (+28.6% Y/Y). More on Westlake Chemical Partners Westlake Chemical Partners LP Common Units (WLKP) Q4 2025 Earnings Call Transcript Westlake Chemical Partners names Jonathan Baksht CFO Top 10 material stocks with highest dividend yield amid volatile markets Seeking Alpha’s Quant Rating on Westlake Chemical Partners Historical earnings data for Westlake Chemical Partners
Omer Messinger/Getty Images News The international order will be rebuilt out of Europe and there doesn't need to be submission to a more "brutal world," Canada's Prime Minister Mark Carney said during the European Political Community Summit in Armenia. "We know nostalgia is not a strategy, but we don't think that we're destined to submit to a more transactional, insular and brutal world," he said....
Omer Messinger/Getty Images News The international order will be rebuilt out of Europe and there doesn't need to be submission to a more "brutal world," Canada's Prime Minister Mark Carney said during the European Political Community Summit in Armenia. "We know nostalgia is not a strategy, but we don't think that we're destined to submit to a more transactional, insular and brutal world," he said. "And gatherings such as these point to a better way forward." "The world is undergoing a rupture across several dimensions – integration is being used as a weapon by some and the rules are not constraining the hegemons," he added. "It is my strong personal view that the international order will be rebuilt, but it will be rebuilt out of Europe." Carney's statements come at a time when U.S.-Europe ties have been strained by tariffs, disagreements over defense spending and the region's unwillingness to get behind the Iran war. On Friday, Trump ordered the withdrawal of 5,000 troops from Germany after its chancellor Friedrich Merz criticized U.S. strategy in its war on Iran. Trump also announced 25% tariffs on cars and trucks from the European Union. More on Europe Potential Iran De-Escalation Offers Upside For European Equities Diplomacy Is Over: Assessing Severe Market Risks Of A Protracted Iran War Dumbest Tax: Why Europe's War On Unrealized Gains Is An Economic Disaster Germany warns of defense gap as U.S. signals possible missile pullback
Amazon. com Inc. (NASDAQ:AMZN) has rolled out its Amazon Supply Chain Services platform, opening up its logistics infrastructure to third-party shippers beyond its traditional marketplace sellers.
Amazon. com Inc. (NASDAQ:AMZN) has rolled out its Amazon Supply Chain Services platform, opening up its logistics infrastructure to third-party shippers beyond its traditional marketplace sellers.
JasonDoiy The question of whether Tesla ( TSLA ) or Waymo ( WAYMO ) has a robotaxi edge continues to be debated by the investment community. LightSource AI CEO Spencer Penn told Seeking Alpha that the honest answer is Waymo ( WAYMO ) is winning at the moment. "They're doing about 500,000 paid rides a week across 10 U.S. cities with a 3,000-vehicle fleet, all fully driverless, with 170+ million rid...
JasonDoiy The question of whether Tesla ( TSLA ) or Waymo ( WAYMO ) has a robotaxi edge continues to be debated by the investment community. LightSource AI CEO Spencer Penn told Seeking Alpha that the honest answer is Waymo ( WAYMO ) is winning at the moment. "They're doing about 500,000 paid rides a week across 10 U.S. cities with a 3,000-vehicle fleet, all fully driverless, with 170+ million rider-only miles and a published safety record showing roughly 90% fewer serious-injury crashes than human drivers in their operating cities," updated Penn. Meanwhile, he noted that Tesla ( TSLA ) has roughly 240 robotaxis across Austin, the Bay Area, and now Dallas and Houston, and most rides still have a safety monitor in the car. Penn called that current situation a pilot, not a business yet. However, he thinks Tesla ( TSLA ) has things working in its favor that don't get enough attention. Penn pointed out that Tesla ( TSLA ) designed the Cybercab to comply with existing FMVSS standards on its own, which gives it a structural runway nobody else has. He also highlighted that the robotaxi cost structure is in a different category, with Tesla ( TSLA ) targeting a sub-$30K Cybercab. "That's not a small gap; it's a different business model. If the unboxed manufacturing process actually delivers the cycle times Tesla is targeting, the unit economics aren't comparable," he added. Finally, Penn said Tesla's ( TSLA ) robotaxi business and consumer car business are conjoined in a way Waymo's ( WAYMO ) isn't. Tesla's supervised FSD fleet has now driven about 8.5B miles and is adding roughly a billion miles a month, which is a data flywheel Waymo ( WAYMO ) structurally cannot replicate because Waymo ( WAYMO ) doesn't sell cars to consumers. "If Tesla solves unsupervised FSD, every Tesla in someone's driveway becomes part of the fleet. That's a fundamentally larger market than dedicated robotaxis," summed up Penn. The long-term forecast from Penn is that Waymo ( WAYMO ) will keep leadin...
JasonDoiy The question of whether Tesla ( TSLA ) or Waymo ( WAYMO ) has a robotaxi edge continues to be debated by the investment community. LightSource AI CEO Spencer Penn told Seeking Alpha that the honest answer is Waymo ( WAYMO ) is winning at the moment. "They're doing about 500,000 paid rides a week across 10 U.S. cities with a 3,000-vehicle fleet, all fully driverless, with 170+ million rid...
JasonDoiy The question of whether Tesla ( TSLA ) or Waymo ( WAYMO ) has a robotaxi edge continues to be debated by the investment community. LightSource AI CEO Spencer Penn told Seeking Alpha that the honest answer is Waymo ( WAYMO ) is winning at the moment. "They're doing about 500,000 paid rides a week across 10 U.S. cities with a 3,000-vehicle fleet, all fully driverless, with 170+ million rider-only miles and a published safety record showing roughly 90% fewer serious-injury crashes than human drivers in their operating cities," updated Penn. Meanwhile, he noted that Tesla ( TSLA ) has roughly 240 robotaxis across Austin, the Bay Area, and now Dallas and Houston, and most rides still have a safety monitor in the car. Penn called that current situation a pilot, not a business yet. However, he thinks Tesla ( TSLA ) has things working in its favor that don't get enough attention. Penn pointed out that Tesla ( TSLA ) designed the Cybercab to comply with existing FMVSS standards on its own, which gives it a structural runway nobody else has. He also highlighted that the robotaxi cost structure is in a different category, with Tesla ( TSLA ) targeting a sub-$30K Cybercab. "That's not a small gap; it's a different business model. If the unboxed manufacturing process actually delivers the cycle times Tesla is targeting, the unit economics aren't comparable," he added. Finally, Penn said Tesla's ( TSLA ) robotaxi business and consumer car business are conjoined in a way Waymo's ( WAYMO ) isn't. Tesla's supervised FSD fleet has now driven about 8.5B miles and is adding roughly a billion miles a month, which is a data flywheel Waymo ( WAYMO ) structurally cannot replicate because Waymo ( WAYMO ) doesn't sell cars to consumers. "If Tesla solves unsupervised FSD, every Tesla in someone's driveway becomes part of the fleet. That's a fundamentally larger market than dedicated robotaxis," summed up Penn. The long-term forecast from Penn is that Waymo ( WAYMO ) will keep leadin...
CHICAGO, May 05, 2026 (GLOBE NEWSWIRE) -- Vivid Seats Inc. (NASDAQ: SEAT) (“Vivid Seats” or “we”), a leading marketplace that utilizes its technology platform to connect millions of buyers with thousands of ticket sellers across hundreds of thousands of events each year, today provided financial results for the first quarter ended March 31, 2026.
CHICAGO, May 05, 2026 (GLOBE NEWSWIRE) -- Vivid Seats Inc. (NASDAQ: SEAT) (“Vivid Seats” or “we”), a leading marketplace that utilizes its technology platform to connect millions of buyers with thousands of ticket sellers across hundreds of thousands of events each year, today provided financial results for the first quarter ended March 31, 2026.
PARSIPPANY, N.J., May 05, 2026 (GLOBE NEWSWIRE) -- The Board of Directors of Embecta Corp. (“embecta”) (Nasdaq: EMBC) has declared a quarterly cash dividend of $0.01 for each issued and outstanding share of the Company’s common stock. The dividend is payable on June 15, 2026 to stockholders of record at the close of business on May 28, 2026.About embecta embecta is a global company that is advanci...
PARSIPPANY, N.J., May 05, 2026 (GLOBE NEWSWIRE) -- The Board of Directors of Embecta Corp. (“embecta”) (Nasdaq: EMBC) has declared a quarterly cash dividend of $0.01 for each issued and outstanding share of the Company’s common stock. The dividend is payable on June 15, 2026 to stockholders of record at the close of business on May 28, 2026.About embecta embecta is a global company that is advancing its 100-year legacy in insulin delivery to become a broad-based medical supplies company, helping
Brokerage firm customer account takeover incidents are on the rise, according to FINRA, which has seen a notable increase in this type of fraud. As this threat grows more sophisticated and frequent, understanding how these cybercrimes occur and taking proactive steps to secure your accounts has never been more important. A customer account takeover occurs when criminals steal customer information-...
Brokerage firm customer account takeover incidents are on the rise, according to FINRA, which has seen a notable increase in this type of fraud. As this threat grows more sophisticated and frequent, understanding how these cybercrimes occur and taking proactive steps to secure your accounts has never been more important. A customer account takeover occurs when criminals steal customer information--such as usernames, passwords, or other security information such as multi-factor authentication (MFA) codes--or engage in cyber-enabled fraud to gain unauthorized access to personal accounts, including online financial accounts. Customer account takeovers might start in a number of ways, including the following: Continue reading
Since Amazon (NASDAQ: AMZN) is spending hundreds of billions of dollars on AI, it's reasonable for investors to ask this question. *Stock prices used were the afternoon prices of May 2, 2026. The video was published on May 4, 2026. Continue reading
Since Amazon (NASDAQ: AMZN) is spending hundreds of billions of dollars on AI, it's reasonable for investors to ask this question. *Stock prices used were the afternoon prices of May 2, 2026. The video was published on May 4, 2026. Continue reading
Is Europe Sliding Towards Stagflation? Authored by Daniel Lacalle, Europe is not yet in recession, but the latest business and consumer surveys show that the risk is no longer remote. The euro area’s flash composite PMI fell to 48.6 in April from 50.7 in March , moving below the 50 threshold that separates expansion from contraction and signalling a quarterly GDP decline of around 0.1 per cent aft...
Is Europe Sliding Towards Stagflation? Authored by Daniel Lacalle, Europe is not yet in recession, but the latest business and consumer surveys show that the risk is no longer remote. The euro area’s flash composite PMI fell to 48.6 in April from 50.7 in March , moving below the 50 threshold that separates expansion from contraction and signalling a quarterly GDP decline of around 0.1 per cent after a 0.2 per cent gain in the first quarter, according to S&P Global Market Intelligence. At the same time, the European Commission’s flash consumer-confidence indicator dropped to -20.6 in the euro area and -19.4 in the EU, both significantly below their long-term averages and the weakest readings since 2022, according to the European Commission. The most worrying part of the PMI release is not just that output is contracting. It is that the contraction is arriving both in services and manufacturing and with renewed inflation pressure. Input costs rose in April at the fastest pace since the end of 2022, while selling-price inflation reached a 37-month high, with S&P Global noting that its prices-charged index is consistent with consumer inflation running near 4 per cent. That is the dangerous mix Europe should have learned to avoid after the energy crisis of 2022: weaker activity, higher costs, and policy complacency. The war with Iran is the immediate shock, but it is not the cause of Europe’s vulnerability. As in 2022, an external crisis has exposed the internal weaknesses that politicians prefer to ignore: high taxes, excessive regulation, rigid labour markets, low productivity, energy dependence, and an industrial policy increasingly driven by ideology. Europe had years to prepare for external shocks, strengthen security of supply, develop domestic resources, diversify energy sources, and reduce the tax burden on companies. Instead, too many governments chose interventionism, subsidies, and higher public spending and are now dusting off the rationing rhetoric. Interven...
Inflation expectations over the next 10 years have risen to their highest level since 2023. The 10-year inflation breakeven rate — the difference between the 10-year Treasury yield ( US10Y ) ( TBT ) ( TLT ) and the 10-year TIPS yield ( TIP ) — climbed to 2.5% (H/T Bloomberg). The 10-year breakeven last hit 2.5% in March 2023. It also approached that level in October 2023, topping out at 2.49%. The...
Inflation expectations over the next 10 years have risen to their highest level since 2023. The 10-year inflation breakeven rate — the difference between the 10-year Treasury yield ( US10Y ) ( TBT ) ( TLT ) and the 10-year TIPS yield ( TIP ) — climbed to 2.5% (H/T Bloomberg). The 10-year breakeven last hit 2.5% in March 2023. It also approached that level in October 2023, topping out at 2.49%. The most recent low was 2.02% in September 2024. Looking at current price activity, Truflation’s daily CPI is running at a 1.95% annual rate, with gasoline, other fuels and motor oil higher and food lower. That compares with the March headline CPI of 3.3% reported by the BLS. FRED (St. Louis Federal Reserve) More on United States 10-Year Bond Yield Rates Spark: 10yr SOFR Hits The 4% Handle Oil Spikes Rhyme Through Time Bond Market On Edge: Treasury Yields Spike, 30-Year To 5.03%, Mortgage Rates To 6.52%, As Gulf War Reheats Yields climb as oil surges, Middle East risks shake rate cut bets April jobs report poised to undercut recovery narrative - Pantheon Macro
jetcityimage/iStock Editorial via Getty Images Investment Thesis Eli Lilly's ( LLY ) core GLP-1 business is in a tight race with Novo Nordisk ( NVO ). Although tirzepatide is much more effective than semaglutide, neither company's pipeline indicates a clear winner, raising questions about Eli Lilly's premium valuation. Eli Lilly's oncology business shows a similar close competition, as Novartis's ...
jetcityimage/iStock Editorial via Getty Images Investment Thesis Eli Lilly's ( LLY ) core GLP-1 business is in a tight race with Novo Nordisk ( NVO ). Although tirzepatide is much more effective than semaglutide, neither company's pipeline indicates a clear winner, raising questions about Eli Lilly's premium valuation. Eli Lilly's oncology business shows a similar close competition, as Novartis's ( NVS ) Kisqali and Fulvestrant provide a higher median PFS at the expense of less convenience due to injections. I therefore rate Eli Lilly as 'Hold.' This rating is due to a long-term outlook that is far less promising than the current state of the business, along with a high market valuation, which does not offer a high return opportunity. Business Overview Eli Lilly, based in Indianapolis, is the world's biggest pharmaceutical company. Its products can be divided into four segments. Based on the percentage of total revenue, the biggest and most important segment lies in cardiometabolic health, accounting for almost 80% of revenue . Key products are Mounjaro and Zepbound, accounting for 55% and 26% of cardiovascular revenue, respectively. Both products contain the active ingredient tirzepatide, a dual-agonist consisting of GLP-1 and GIP. Tirzepatide is manufactured by both Eli Lilly themselves and external manufacturers called CDMOs. Four facilities located in the US, Germany, and Ireland currently supply tirzepatide , while the remaining peptides are composed across more than 50 CDMOs . To grow along with the demand, Eli Lilly is forced to keep investing in expanding those facilities, as they have been doing in the past. After manufacturing, Eli Lilly fills its pens with the active ingredient. This process is done in Italy, Germany, and the US by themselves or, again, outsourced to external partners. The therefore needed materials, like needles and glass cartridges, are supplied by external partners like Ypsomed ( YPHDF ) and Gerresheimer ( GRRMF ). In the past , this c...