Joaquin Corbalan/iStock via Getty Images USA Rare Earth ( USAR ) up 1.6% pre-market Thursday after saying it was selected by the U.S. Department of Energy to receive as much as $19.3M in funding , subject to final negotiation, under the DoE's Critical Materials Innovation, Efficiency and Alternatives program to support development of a pilot-scale rare earth element separations project . The proje...
Joaquin Corbalan/iStock via Getty Images USA Rare Earth ( USAR ) up 1.6% pre-market Thursday after saying it was selected by the U.S. Department of Energy to receive as much as $19.3M in funding , subject to final negotiation, under the DoE's Critical Materials Innovation, Efficiency and Alternatives program to support development of a pilot-scale rare earth element separations project . The project will advance essential technology for processing REEs from domestic resources and specifically support the development of pre-commercial separations capacity in the U.S., the company said, adding that the final project scope, budget, and timeline will be determined through negotiations with the DoE. "This selection is an important validation of our team’s cutting-edge work to build a resilient rare earth value chain," USA Rare Earth ( USAR ) CEO Barbara Humpton said. The total project value is ~$50.5M, including up to $19.3M in DoE funding and $31.2M in non-DoE funding, the company said. More on USA Rare Earth USA Rare Earth: Step By Step It's Coming Together -- Still At 'Buy' USA Rare Earth: The Thesis Just Got So Much More Bullish USA Rare Earth: Buying The Pullback Ahead Of Key Catalysts
onurdongel/iStock via Getty Images Investment Thesis I rate VVX with an Hold. V2X, Inc. is a mid-cap US defence and government service company, currently experiencing an earnings inflection phase after the strong Q1 FY2026 results, in which it registered a 23% YoY increase in revenue, with a record $13.8B backlog and Adj. EPS of $1.53 beating consensus estimates by 23%. My DCF valuation implies a ...
onurdongel/iStock via Getty Images Investment Thesis I rate VVX with an Hold. V2X, Inc. is a mid-cap US defence and government service company, currently experiencing an earnings inflection phase after the strong Q1 FY2026 results, in which it registered a 23% YoY increase in revenue, with a record $13.8B backlog and Adj. EPS of $1.53 beating consensus estimates by 23%. My DCF valuation implies a $80-$82 share price, with the company currently trading near its estimated intrinsic value. This condition can make it difficult finding a good entry price for new investors, while the current stockholders are better positioned to hold the stock in the portfolio, observing the compounding effect, especially if the management continues delivering on its strategic goals. Business Overview V2X, Inc. ( VVX ), with headquarters in Indianapolis, Indiana, is the result company of a combined merger between Vectrus, Inc., a US Army contractor for logistics and mission support and Vertex Aerospace Services Corp., which is the main provider of aviation sustainment and training programs for the US Air Force, Navy and the allied air forces. V2X organises the operational activities in three core business lines, each one offering specific services in the end-markets: Mission readiness and logistics is the business arm inherited from Vectrus and involves base operations support, supply chain management ( SCM ) and logistics support in the so-called multi-year Indefinite Delivery/Indefinite Quantity (IDIQ) contracts such as the Logistics Civil Augmentation Program V (LOGCAP V) supporting the US military operations in the world Aviation sustainment and training is the segment belonging to the Vertex core and it includes maintenance and modification services for fixed and rotary-wing aircrafts, together with crew training and fleet management. The T-6A/B Texan II pilot training contract, the F-18 and KC-130J programmes (with the last two awarded in the Q1 FY2026) are key pillars of this busin...
Hong Kong has issued a red travel alert for the Democratic Republic of Congo as Ebola outbreaks escalate in Central Africa, with at least 139 suspected deaths reported. The red alert – the middle level in a three-tier outbound travel alert system under the Security Bureau – means residents travelling to the country should adjust their plans and avoid non-essential travel due to the significant thr...
Hong Kong has issued a red travel alert for the Democratic Republic of Congo as Ebola outbreaks escalate in Central Africa, with at least 139 suspected deaths reported. The red alert – the middle level in a three-tier outbound travel alert system under the Security Bureau – means residents travelling to the country should adjust their plans and avoid non-essential travel due to the significant threat there. The move follows the health authorities’ announcement on Tuesday that the Penny’s Bay community isolation facility on Lantau Island had been prepared for potential quarantine orders. Advertisement Acting on advice from health authorities, the bureau will issue alerts for countries or territories seriously affected by infectious diseases to help the public better understand potential health risks. Penny’s Bay community isolation facility on Lantau Island has been prepared for potential quarantine orders. Photo: Sam Tsang Hong Kong has never recorded a case of Ebola, with health officials noting there were no direct flights between the city and the two affected African countries, the DR Congo and Uganda.
AI Demand Continues To Lift Memory Stocks The latest rally in Micron shares came amid analysts’ forecasts of sustained AI infrastructure spending, tighter memory supply conditions, and growing demand for high-performance chips used in data centers. Recent commentary included raised price forecasts for Micron to $1,100 from $700 and to $950 from $500, reflecting optimism around long-term AI-driven ...
AI Demand Continues To Lift Memory Stocks The latest rally in Micron shares came amid analysts’ forecasts of sustained AI infrastructure spending, tighter memory supply conditions, and growing demand for high-performance chips used in data centers. Recent commentary included raised price forecasts for Micron to $1,100 from $700 and to $950 from $500, reflecting optimism around long-term AI-driven growth. Analysts also highlighted supply bottlenecks tied to advanced packaging and power availability, as well as longer-term customer agreements that could make semiconductor earnings more stable and predictable. NVIDIA Results Reinforce AI Spending Momentum The move followed NVIDIA’s stronger-than-expected quarterly results and guidance, which reinforced investor confidence in continued AI data-center spending. NVIDIA reported first-quarter revenue of $81.615 billion, up 85% year over year, while earnings per share reached $1.87, topping Wall Street expectations. The company also approved an additional $80 billion share buyback program and raised its quarterly dividend to 25 cents beginning with the June 26, 2026 payout. NVIDIA projected second-quarter revenue of $89.18 billion to $92.82 billion, much higher than consensus estimates of $86.62 billion. Why NVIDIA’s Outlook Matters For Micron Micron remains one of the world’s largest memory-chip suppliers, with DRAM serving as its primary revenue driver alongside NAND flash products. The company supplies chips for data centers, mobile devices, consumer electronics, automotive systems, and industrial markets. Because AI servers and accelerated computing systems require increasing amounts of high-performance memory, stronger AI infrastructure spending often boosts demand for Micron’s products. As confidence in AI-related capital spending grows, investors increasingly view Micron as part of the broader AI infrastructure trade. Earnings & Analyst Outlook Looking further out, the next major catalyst for the stock arrives with t...
(RTTNews) - While reporting financial results for the fourth quarter on Thursday, water management solutions firm Advanced Drainage Systems, Inc. (WMS) initiated net sales guidance for the full-year 2027 between $3.35 billion and $3.55 billion. Separately, the company's Board of Directors has approved an 11 percent higher quarterly cash dividend to its shareholders in the amount of $0.20 per share...
(RTTNews) - While reporting financial results for the fourth quarter on Thursday, water management solutions firm Advanced Drainage Systems, Inc. (WMS) initiated net sales guidance for the full-year 2027 between $3.35 billion and $3.55 billion. Separately, the company's Board of Directors has approved an 11 percent higher quarterly cash dividend to its shareholders in the amount of $0.20 per share, payable on June 15, 2026, to shareholders of record at the close of business on June 1, 2026. In Thursday's pre-market trading, WMS is trading on the NYSE at $131.00, down $6.10 or 4.45 percent. For more earnings news, earnings calendar, and earnings for stocks, visit rttnews.com The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
FooTToo/iStock via Getty Images As a result of my recent research, I have come across a part of the value chain in the mining industry that may be interesting to analyze. And although the company I bring today does not currently have mining operations in its market, I do think it has seemed like a good first step to explain the type of business that Civeo Corporation ( CVEO ) has. The company is a...
FooTToo/iStock via Getty Images As a result of my recent research, I have come across a part of the value chain in the mining industry that may be interesting to analyze. And although the company I bring today does not currently have mining operations in its market, I do think it has seemed like a good first step to explain the type of business that Civeo Corporation ( CVEO ) has. The company is a provider of workforce accommodation and hospitality services for remote industries, and specifically, it is mainly based on the Australian Bowen Basin and the Canadian oil sands. I have been able to observe that since 2024, a strategy toward infrastructure has been carried out, mainly in Canada, as the company currently has 2,500 mobile camp rooms in Western Canada ready to be deployed, and another 1,100 additional units that, although currently within Canadian complexes, can be segregated and moved if demand appears. And besides having seemed to me like a necessary and interesting model, it also delivered very interesting numbers this past May 1, where the Q1 2026 results reported a +20% YoY increase in sales to $172.7M, and adjusted EBITDA also increased +78% YoY to $22.5M. It is also worth mentioning that the company raised the floor of the sales guidance it had from $650M to $675M , but kept EBITDA flat in the $85-$90M range due to pressure on diesel prices and inflationary pressures derived from the closure of the Strait of Hormuz. But for me, the most interesting thing, even more than the quarterly beat, was Bradley Dodson's comment on the call: Currently we are bidding on projects with contract value above $1.5 billion, the strongest pipeline we have seen to date. And the CEO himself compares this set of opportunities with the early days back in the 2000s of the Canadian oil sands, describing it as 2x or 3x that situation. Now, each of these contracts depends on the client giving the definitive "yes" to its project, in what the sector knows as the FID, or in other w...
J Studios/DigitalVision via Getty Images Most REITs ( VNQ ) are not meant to be held "forever," in my opinion. Real estate fundamentals are cyclical, and valuations can also change drastically over time. Therefore, it is very rare that I would consider holding a REIT forever. The pain of potential downcycles and valuation compressions is just too brutal, especially if a REIT is richly valued. Take...
J Studios/DigitalVision via Getty Images Most REITs ( VNQ ) are not meant to be held "forever," in my opinion. Real estate fundamentals are cyclical, and valuations can also change drastically over time. Therefore, it is very rare that I would consider holding a REIT forever. The pain of potential downcycles and valuation compressions is just too brutal, especially if a REIT is richly valued. Take the example of senior housing REIT Welltower ( WELL ). It is a blue-chip REIT that's doing very well today, as senior housing is undersupplied and enjoying rapid rent growth. However, this is now more than reflected in its valuation as it trades at 30x FFO and an estimated 50% premium to NAV. Data by YCharts I agree that it is a great REIT, but continuing to hold it today at these valuations is a very risky proposition in my opinion, as I fear that this strong recent performance will eventually catch the attention of property developers, leading to a lot more supply and a deterioration of the current fundamentals, which could then lead to significant downside. In these situations, I would generally prefer to sell the REIT to reinvest elsewhere, rather than stubbornly hold it "forever." But there are a few exceptions in my portfolio that I expect to hold for a very long time to come, and potentially "forever," because they focus on structurally undersupplied property sectors with great long-term growth prospects, and a high valuation would only allow them to accelerate their growth by accessing capital at a lower cost to make even more investments at larger positive spreads. Here are three "buy and hold forever" REITs from our portfolio at High Yield Landlord. Helios Towers (HTWS/ HTWSF ) Helios Towers is our single largest position at High Yield Landlord, representing 13% of our International Portfolio. It was not so big, but its share price more than doubled over the past year, pushing our exposure to new highs. Normally, under such circumstances, I would sell and move to...
Verde Servicos Internacionais S.A. bought a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 47,903 shares of the semiconductor company's stock, valued at approximately $14,557,000. Taiwan Semiconductor Manufacturing accoun...
Verde Servicos Internacionais S.A. bought a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 47,903 shares of the semiconductor company's stock, valued at approximately $14,557,000. Taiwan Semiconductor Manufacturing accounts for about 4.7% of Verde Servicos Internacionais S.A.'s investment portfolio, making the stock its 7th largest holding. A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Brighton Jones LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 20.9% during the 4th quarter. Brighton Jones LLC now owns 10,930 shares of the semiconductor company's stock worth $2,159,000 after buying an additional 1,892 shares in the last quarter. Gamco Investors INC. ET AL bought a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth $701,000. Bank of Nova Scotia grew its position in shares of Taiwan Semiconductor Manufacturing by 12.8% during the 2nd quarter. Bank of Nova Scotia now owns 15,697 shares of the semiconductor company's stock worth $3,556,000 after buying an additional 1,784 shares in the last quarter. FWL Investment Management LLC grew its position in shares of Taiwan Semiconductor Manufacturing by 26.5% during the 2nd quarter. FWL Investment Management LLC now owns 253 shares of the semiconductor company's stock worth $57,000 after buying an additional 53 shares in the last quarter. Finally, Main Street Financial Solutions LLC bought a new position in shares of Taiwan Semiconductor Manufacturing during the 2nd quarter worth $270,000. Hedge funds and other institutional investors own 16.51% of the company's stock. Get TSM alerts: Sign Up Taiwan Semiconductor Manufacturing Price Performance Shares of NYSE TSM opened at $401.82 on Thursday. The company has a debt-to-...
Exa’s search engine currently serves over 5,000 companies and more than 400,000 developers. Credit: Digineer Station/Shutterstock.com. Exa, a San Franscisco-based startup focused on building a search engine for AI agents, has secured $250m in Series C funding at a valuation of $2.2bn. The round was led by venture capital firm Andreessen Horowitz (a16z). Exa intends to use the new capital to furthe...
Exa’s search engine currently serves over 5,000 companies and more than 400,000 developers. Credit: Digineer Station/Shutterstock.com. Exa, a San Franscisco-based startup focused on building a search engine for AI agents, has secured $250m in Series C funding at a valuation of $2.2bn. The round was led by venture capital firm Andreessen Horowitz (a16z). Exa intends to use the new capital to further develop web search infrastructure targeted at AI applications. Its search engine currently serves over 5,000 companies and more than 400,000 developers, including firms such as HubSpot, OpenRouter, Monday.com, Cursor, and Cognition. Founded five years ago, Exa created a search platform intended to retrieve comprehensive information from the web for various clients. In early 2023, Exa introduced its web search API for AI-focused products, aiming to deliver search capabilities to support the growing demand from AI agents. The company reports that demand from AI products for search is expected to surpass that of traditional engines like Google by a significant margin in the coming years. Exa’s search system was built in-house, including custom crawlers that monitor over 500 billion URLs and proprietary embedding models trained on an internal GPU cluster. The system also uses newly developed vector databases engineered to handle high query per second (QPS) workloads required by AI-driven agents. According to Exa, many other providers rely on wrapping existing search engines and lack the same control over quality, latency, and costs. The company plans to use the Series C proceeds to train more advanced models and expand infrastructure capable of handling hundreds of thousands of searches per second. Exa has also expanded its global team, making hires from major technology companies, including Meta, Yandex, and Google. In addition, Marcus Holm, president of LaunchDarkly, has joined Exa as its chief revenue officer to oversee go-to-market efforts. Exa says it has developed speci...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Meta Platforms is cutting roughly 8,000 jobs and reassigning about 7,000 employees into newly formed AI focused teams. The company is rolling out an AI first restructuring that includes keystroke and mouse tracking tools used for AI training. Employees are pushing back over monitoring...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Meta Platforms is cutting roughly 8,000 jobs and reassigning about 7,000 employees into newly formed AI focused teams. The company is rolling out an AI first restructuring that includes keystroke and mouse tracking tools used for AI training. Employees are pushing back over monitoring, morale and privacy, while regulators and workforce advocates scrutinize the changes. For investors watching NasdaqGS:META, these internal shifts sit alongside a share price of $605.06 and a mixed recent return profile. The stock is down 1.9% over the past week, 9.8% over the past month, 7.0% year to date and 4.5% over the past year, while still showing a very large gain over three years and an 86.1% gain over five years. That backdrop frames how this AI pivot and workforce tension could matter for sentiment around the company. Restructuring at this scale can influence how smoothly Meta can roll out AI products, retain key talent and maintain culture. As these changes bed in, investors may want to track any updates on employee turnover, regulatory feedback and the pace of AI product deployment, since those factors can affect how effectively the company executes its AI first ambitions. Stay updated on the most important news stories for Meta Platforms by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Meta Platforms. NasdaqGS:META 1-Year Stock Price Chart Does the team leading Meta Platforms have what it takes? See our full breakdown of the management team's track record and compensation. For you as an investor, the key takeaway from this AI first overhaul is that leadership is reshaping Meta’s operating model, not just trimming costs. Cutting roughly 8,000 roles and reassigning about 7,000 staff into AI focused teams concentrates decision making and talent around CEO Mark Zuckerberg’s top priority, while also f...
Key Points C3.ai develops ready-made software applications to help its customers benefit from artificial intelligence (AI). C3.ai's founder and CEO Thomas Siebel stepped away from the company last year, which led to a sharp decline in sales. Siebel officially returned on May 8, which could spark a turnaround in C3.ai's financial results and its stock price. 10 stocks we like better than C3.ai › C3...
Key Points C3.ai develops ready-made software applications to help its customers benefit from artificial intelligence (AI). C3.ai's founder and CEO Thomas Siebel stepped away from the company last year, which led to a sharp decline in sales. Siebel officially returned on May 8, which could spark a turnaround in C3.ai's financial results and its stock price. 10 stocks we like better than C3.ai › C3.ai (NYSE: AI) stock has plummeted by 36% so far this year despite the broader artificial intelligence (AI) industry producing significant gains. Last September, its founder and longtime CEO Thomas Siebel stepped down to deal with health issues, which led to an unexpected collapse in the company's revenue. Siebel played an important role in selling C3.ai's software applications, and he was also instrumental in managing relationships with some of the company's most important customers. As a result, several lucrative deals were either lost or delayed when he departed. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » But fortunately for shareholders, C3.ai recently announced that Siebel returned to the CEO role on May 8. Could this be the ultimate opportunity to buy C3.ai stock ahead of a potential recovery in the company's operating results? An innovative product portfolio Developing AI software from scratch requires technical expertise and a significant amount of computing capacity, which is delivered via billions of dollars' worth of data center infrastructure. Most businesses don't have those financial or human resources, so they turn to third parties like C3.ai instead. C3.ai built a portfolio of 40 turnkey software applications to accelerate AI adoption for its customers, whether they operate in manufacturing, retail, financial services, or a host of other industries. As an example, banks and financial ...
Palantir Technologies is fairly valued according to our Discounted Cash Flow (DCF) , but this can change at a moment's notice. Track the value in your watchlist or portfolio and be alerted on when to act. Bringing all of those projected cash flows back to today, the DCF model suggests an intrinsic value of about $149.26 per share, compared with the current price of $137.15. That implies the stock ...
Palantir Technologies is fairly valued according to our Discounted Cash Flow (DCF) , but this can change at a moment's notice. Track the value in your watchlist or portfolio and be alerted on when to act. Bringing all of those projected cash flows back to today, the DCF model suggests an intrinsic value of about $149.26 per share, compared with the current price of $137.15. That implies the stock is 8.1% undervalued, which is a relatively small gap and within a margin where views can reasonably differ. For Palantir Technologies, the model used is a 2 Stage Free Cash Flow to Equity approach based on cash flow projections. The company’s latest twelve month free cash flow is about $2.69b. Simply Wall St then uses analyst estimates out to 2030 and extends them further, with projected free cash flow of $16.11b in 2030 and discounted ten year projections that range from $3.98b in 2026 to $12.38b in 2035. A Discounted Cash Flow, or DCF, model estimates what a stock could be worth by projecting future cash flows and then discounting those back to today using a required return. It is essentially asking what those future dollars are worth in present terms. Palantir Technologies scores just 1/6 on our valuation checks. See what other red flags we found in the full valuation breakdown . Despite the interest, Palantir currently has a valuation score of 1 out of 6 . The next sections will break down what this means across different valuation methods and then finish with a framework that can help you think about value beyond just the usual ratios. Recent headlines have focused on Palantir's role in artificial intelligence and government data contracts, with investors debating how much of that story is already reflected in the price. There has also been attention on how the stock fits into portfolios that are seeking exposure to software and data analytics without taking on early stage risk profiles. The stock is up 5.5% over the last week, but down 6.0% over the last month and dow...
Palantir Technologies is fairly valued according to our Discounted Cash Flow (DCF) , but this can change at a moment's notice. Track the value in your watchlist or portfolio and be alerted on when to act. Bringing all of those projected cash flows back to today, the DCF model suggests an intrinsic value of about $149.26 per share, compared with the current price of $137.15. That implies the stock ...
Palantir Technologies is fairly valued according to our Discounted Cash Flow (DCF) , but this can change at a moment's notice. Track the value in your watchlist or portfolio and be alerted on when to act. Bringing all of those projected cash flows back to today, the DCF model suggests an intrinsic value of about $149.26 per share, compared with the current price of $137.15. That implies the stock is 8.1% undervalued, which is a relatively small gap and within a margin where views can reasonably differ. For Palantir Technologies, the model used is a 2 Stage Free Cash Flow to Equity approach based on cash flow projections. The company’s latest twelve month free cash flow is about $2.69b. Simply Wall St then uses analyst estimates out to 2030 and extends them further, with projected free cash flow of $16.11b in 2030 and discounted ten year projections that range from $3.98b in 2026 to $12.38b in 2035. A Discounted Cash Flow, or DCF, model estimates what a stock could be worth by projecting future cash flows and then discounting those back to today using a required return. It is essentially asking what those future dollars are worth in present terms. Palantir Technologies scores just 1/6 on our valuation checks. See what other red flags we found in the full valuation breakdown . Despite the interest, Palantir currently has a valuation score of 1 out of 6 . The next sections will break down what this means across different valuation methods and then finish with a framework that can help you think about value beyond just the usual ratios. Recent headlines have focused on Palantir's role in artificial intelligence and government data contracts, with investors debating how much of that story is already reflected in the price. There has also been attention on how the stock fits into portfolios that are seeking exposure to software and data analytics without taking on early stage risk profiles. The stock is up 5.5% over the last week, but down 6.0% over the last month and dow...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Microsoft (NasdaqGS:MSFT) and OneStream have agreed to expand their AI partnership to embed finance-focused AI agents and infrastructure into Microsoft 365 Copilot and Azure. The collaboration centers on integrating OneStream’s SensibleAI agents and quantitati...
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Microsoft (NasdaqGS:MSFT) and OneStream have agreed to expand their AI partnership to embed finance-focused AI agents and infrastructure into Microsoft 365 Copilot and Azure. The collaboration centers on integrating OneStream’s SensibleAI agents and quantitative AI forecasting into everyday Microsoft finance workflows. The goal is to support AI driven forecasting, anomaly detection, and natural language queries for finance teams directly inside familiar Microsoft tools. For investors watching Microsoft at a share price of $421.06, this move adds another piece to the company’s broader AI story, specifically targeted at finance professionals. Over the past 3 years the stock is up 37.0%, and over 5 years it is up 74.1%, which shows how long term holders have already seen meaningful value creation as Microsoft has built out its cloud and productivity platforms. By embedding finance focused AI into Microsoft 365 Copilot and Azure, Microsoft is aiming to deepen its role in core business workflows rather than just offering general purpose AI tools. For you as an investor, this partnership is worth watching for how it shapes Microsoft’s position in AI driven automation for enterprise finance over time. Stay updated on the most important news stories for Microsoft by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Microsoft. NasdaqGS:MSFT Earnings & Revenue Growth as at May 2026 5 things going right for Microsoft that this headline doesn't cover. The expanded Microsoft and OneStream partnership fits neatly into Microsoft’s push to make AI agents a routine part of day to day work for finance teams rather than something run in separate tools. By embedding OneStream’s SensibleAI forecasting, anomaly detection, and natural language agents into Microsoft 365 Copilot, Excel, Teams ...
There was King Charles and David Beckham as well as a nocturnal garden to support bats and a Viking-themed allotment full of edible plants in pots. The Royal Horticultural Society’s Chelsea flower show, which ends on Saturday, was as lovely and celebrity-glittered as ever, most agreed. But dig a little deeper, say critics on the conservative wing of the RHS – including one spectacularly outspoken ...
There was King Charles and David Beckham as well as a nocturnal garden to support bats and a Viking-themed allotment full of edible plants in pots. The Royal Horticultural Society’s Chelsea flower show, which ends on Saturday, was as lovely and celebrity-glittered as ever, most agreed. But dig a little deeper, say critics on the conservative wing of the RHS – including one spectacularly outspoken former contributor – and not everything is necessarily smelling of roses. View image in fullscreen David Beckham having the new rose named after him pinned to his button hole at the RHS Chelsea flower show. Photograph: Yui Mok/PA There has been a cashflow problem and, depending on whom you speak to, the root cause might be global events, financial losses due to A3/M25 roadworks blocking visits to RHS Garden Wisley or, in the mind of some, “wokery” and a lack of adherence to the traditional ways of doing things. The RHS’s latest accounts filed with the Charity Commission reveal it recorded a net loss of £8.1m in the year ending January 2025 – double its losses of the previous year – raising concerns that financial pressures might grow like Japanese knotweed. The RHS said unpublished financial accounts for the last financial year were much healthier. “With the well-documented impact of the M25/A3 behind us, last year the RHS grew its income by 7% and achieved a cash profit of £4.8m, whilst still investing £83m in our charitable work, and this April we enjoyed record garden visits and membership sign-ups,” it said. But those concerned about the RHS’s future have been pointing to the need for the Chelsea flower show to find new charity sponsors after a mystery philanthropic couple, who have spent more than £23m on the show, ended their support this year. Meanwhile, the Newt, the luxury hotel in Somerset which was previously a longstanding sponsor, launched its own garden show this year, with the offer of free-entry to under 16s (there is no discounted ticket for children at Che...
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Good morning . Jamie Dimon chooses his words carefully on AI; Bill Winters may be regretting his. And Batman is trying to escape from a warehouse in Mississippi. Listen to the day’s top stories . — Angela Cullen Market Snapshot S&P 500 Futures 7,421.25 -0.4% Nasdaq 100 Futures 29,226.50 -0.6% Bloomberg Dollar Spot Index 1,202.68 +0.1% Market data as of 07:11 AM ET. Data is subject to provider dela...
Good morning . Jamie Dimon chooses his words carefully on AI; Bill Winters may be regretting his. And Batman is trying to escape from a warehouse in Mississippi. Listen to the day’s top stories . — Angela Cullen Market Snapshot S&P 500 Futures 7,421.25 -0.4% Nasdaq 100 Futures 29,226.50 -0.6% Bloomberg Dollar Spot Index 1,202.68 +0.1% Market data as of 07:11 AM ET. Data is subject to provider delays. Jamie Dimon is striking a notably less dystopian tone than some of his banking peers on AI’s impact on finance jobs. The JPMorgan CEO said the technology will probably “reduce our jobs down the line,” but argued that the shift can largely be handled through attrition rather than mass layoffs. The bank will probably hire more AI specialists and fewer traditional bankers, he said. Dimon’s rhetoric contrasts sharply with the more alarmist messaging coming from executives at Goldman Sachs , Standard Chartered and HSBC recently. StanChart’s CEO Bill Winters may find himself wanting to eat his unscripted words as regulators in Hong Kong and Singapore seek clarity on his remarks about “lower-value human capital.” Dimon, meanwhile, reserved harsher comments for New York Mayor Zohran Mamdani’s plans to slap more taxes on the rich . “People think that somehow being anti-business is going to help the city—it’s not,” he said. Jeff Bezos, apparently, isn’t too concerned . Elsewhere in the billionaire stratosphere , Elon Musk is operating on a different scale , and planet. The SpaceX CEO’s compensation has been tied to whether he can succeed in building colonies on Mars and data centers in orbit. Musk owns about 5.1 billion shares in SpaceX, as well as roughly 350 million options with a strike price of $8.39. That makes him all but certain to become the world’s first trillionaire . Goldman CEO Slides Into Musk’s DMs During Bid to Lead SpaceX IPO Read more Back on Earth , Kroger’s new CEO is preparing a more grounded battle: cutting prices to reclaim market share and take on his forme...