It was the perfect split-screen for the race to succeed Donald Trump – so long as your name is Marco Rubio and not J.D. Vance. In a packed White House briefing room, journalists shouted over each other in a bid to get a question from the US secretary of state. At the same time Vice-President Vance – Rubio’s most likely rival for the 2028 Republican presidential nomination – was hundreds of kilomet...
It was the perfect split-screen for the race to succeed Donald Trump – so long as your name is Marco Rubio and not J.D. Vance. In a packed White House briefing room, journalists shouted over each other in a bid to get a question from the US secretary of state. At the same time Vice-President Vance – Rubio’s most likely rival for the 2028 Republican presidential nomination – was hundreds of kilometres away from the action at a political fundraiser in Oklahoma. “Guys, this is chaos,” said Rubio as...
Alex Cristi /iStock via Getty Images Tenable Holdings, Inc. ( TENB ) stock price has not seen a good start of the year, down 11% to start the year. I covered the stock in November and gave the stock a buy rating. That has turned out to be a painful rating with the stock down nearly 22% from that time. As with many software stocks, it was caught in the middle of the "Saaspocalypse." While many soft...
Alex Cristi /iStock via Getty Images Tenable Holdings, Inc. ( TENB ) stock price has not seen a good start of the year, down 11% to start the year. I covered the stock in November and gave the stock a buy rating. That has turned out to be a painful rating with the stock down nearly 22% from that time. As with many software stocks, it was caught in the middle of the "Saaspocalypse." While many software stocks are starting to recover, there are still a lot that are down from highs seen before AI crashed the party. Seeking Alpha The company reported another good quarter of growth and increased profits. While the company once again beat estimates and had a solid quarter, there were some weaknesses in the results. Guidance was also not as strong as many investors would have liked to see, and the stock traded down slightly on results. There continues to be a lot of fears around AI and the disruption it might cause to the industry. Particularly around Anthropic and their latest model. This has left Tenable at a cheap valuation. While the stock trades cheaper than it did last time I rated the stock, I do have more concerns about the future and potential of the stock. Financials The company continued its trend of beating and raising estimates with its Q1 results . The company reported revenue of $262.1 million, up 9.6% from the prior year. It was also growth quarter over quarter from $260.5 million seen in Q4. The company also continued to build on its enterprise customers, adding 43 new six-figure customers. These larger customers provide much more consistent results for the company and provide a real growth driver. Overall it was another solid quarter of growth, but year-over-year revenue growth did come in under double-digit growth for the first time in years. Gross margins continue to be one of the strengths for the company, with a reported gross margin of 78.4%. The company also continued to generate positive GAAP operating profit for the quarter with a figure of $8.8 m...
Fewer than 5 per cent of Hong Kong flights have been cancelled in May and June combined, and about 1 per cent during the peak July travel period, the Airport Authority has said, despite a global fuel crisis triggered by the Middle East war, adding it would review charges to ease the industry’s burden. Responding to a lawmaker’s questions, Secretary for Transport and Logistics Mable Chan said on We...
Fewer than 5 per cent of Hong Kong flights have been cancelled in May and June combined, and about 1 per cent during the peak July travel period, the Airport Authority has said, despite a global fuel crisis triggered by the Middle East war, adding it would review charges to ease the industry’s burden. Responding to a lawmaker’s questions, Secretary for Transport and Logistics Mable Chan said on Wednesday that the figures were compiled by the authority, which operates Hong Kong International...
undefined China’s coal consumption will plateau by 2030 as the industry shifts from aggressive growth to quality-driven production, an industry report said. The shift marks a critical juncture for the country as it attempts to accelerate its green transition and meet carbon reduction goals while relying on coal to maintain domestic energy security amid global oil supply disruptions.
undefined China’s coal consumption will plateau by 2030 as the industry shifts from aggressive growth to quality-driven production, an industry report said. The shift marks a critical juncture for the country as it attempts to accelerate its green transition and meet carbon reduction goals while relying on coal to maintain domestic energy security amid global oil supply disruptions.
da-kuk/E+ via Getty Images The Manufacturing PMI for April holds at March levels. In addition, the 10yr minus 3-month Treasury spread has widened to 0.72%, for which there is long-term interpretation of debt capital shifting into equity capital. The shift into positive territory for the 10yr minus 3-month Treasury had a brief excursion in 2024, but then retreated till the current run broke above 0...
da-kuk/E+ via Getty Images The Manufacturing PMI for April holds at March levels. In addition, the 10yr minus 3-month Treasury spread has widened to 0.72%, for which there is long-term interpretation of debt capital shifting into equity capital. The shift into positive territory for the 10yr minus 3-month Treasury had a brief excursion in 2024, but then retreated till the current run broke above 0.0% in September 2025. It certainly appears that the moves in the PMI and the 10yr minus 3-month Treasury are correlated. Both are market psychology indicators, as is the S&P 500. We are in a momentum-driven market. My long-term analysis suggests $8,000 for the S&P 500 by December 2026 and potential for $10,000 by 2028 based on current governance policies. Original Post Editor's Note: The summary bullets for this article were chosen by Seeking Alpha editors.
Green leader said he hosted fundraisers for the Red Cross but accepts he should not have described himself as a spokesperson for it Zack Polanski defended expressing concern about the way the suspect in the Golders Green stabbings was treated when he was arrested last week. The Green leader has apologised for reposting a social media message implying the police used excessive force during the arre...
Green leader said he hosted fundraisers for the Red Cross but accepts he should not have described himself as a spokesperson for it Zack Polanski defended expressing concern about the way the suspect in the Golders Green stabbings was treated when he was arrested last week. The Green leader has apologised for reposting a social media message implying the police used excessive force during the arrest. He said he should not have raised this issue in that way. My very first response to the attack was to be horrified, as everyone was, I’m sure, and the first thing I posted was solidarity to the victim, to the family, and indeed, to people who are suffering right now. Two things can be true at the same time: officers are incredibly brave when they run towards scenes of crimes that most people, including myself, will want to run away from. At the same time, I think it is accurate, and that I was also traumatised by seeing someone handcuffed and repeatedly kicked in the head … Continue reading...
Politicians and pundits in the UK are fuelling a moral panic around “the Muslim vote." Once seen as a reliable base for the Labour Party, the Muslim community’s growing support for independent candidates and the Green Party is now being framed as a threat to democracy. As the country heads towards the local elections, Taj Ali investigates whether a singular “Muslim vote” exists, and examines how t...
Politicians and pundits in the UK are fuelling a moral panic around “the Muslim vote." Once seen as a reliable base for the Labour Party, the Muslim community’s growing support for independent candidates and the Green Party is now being framed as a threat to democracy. As the country heads towards the local elections, Taj Ali investigates whether a singular “Muslim vote” exists, and examines how these divisive narratives around sectarian politics are shaping public debate and impacting communities across Britain. Continue reading...
This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia Corp. shares, investors have been dumping them. Nvidia, whose graphics processing units, or GPUs, dominate the market for AI chips, has fallen 9% over the past six sessions after closing at a record high on April 27. Over that span, the stock is the third worst performer i...
This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia Corp. shares, investors have been dumping them. Nvidia, whose graphics processing units, or GPUs, dominate the market for AI chips, has fallen 9% over the past six sessions after closing at a record high on April 27. Over that span, the stock is the third worst performer in the Philadelphia semiconductor index, which is up more than 5%. The reason is that even as tech giants keep pledging to spend more on computing gear, Nvidia’s grip on the AI processor market is seen as increasingly under threat from other chipmakers as well as its biggest customers. Last week, Alphabet Inc. said it would start offering its tensor processing unit, or TPU, chips to select customers for use in their own data centers. Amazon.com Inc. said its Trainium line of custom AI chips have more than $225 billion in revenue commitments and it recently announced a multi-billion dollar pledge from Meta, which is itself preparing to deploy homegrown AI chips. Meanwhile, Intel Corp. is benefiting from AI growth and Qualcomm Inc. is also making headway in the data center market. “The problem with having basically 100% market share is that there’s only one direction for it to go, and it certainly seems like these companies could be credible competitors,” said Bill Stone , chief investment officer at Glenview Trust Company. There’s little evidence so far to suggest that Nvidia is losing significant ground to rivals. The company’s share of the AI accelerator market was 86% in 2025, unchanged from 2024, according to data compiled by Bloomberg Intelligence. But the threat is raising doubts about the outlook for its long-term growth and making other stocks look relatively more attractive. Nvidia shares are up 5% this year, roughly in line with the S&P 500, but the gain pales in comparison to other chip-related companies. The Philadelphia semiconductor index has jumped 55%, leaving...
Ask people what they're invested in right now to save for retirement, and most of them will probably say: The S&P 500 , the Nasdaq-100 , tech stocks, or the Magnificent Seven. All of those are easily defensible choices, but a well-rounded retirement portfolio should consist of more than just that. Dividend exchange-traded funds (ETFs) haven't been in favor for some time leading up to 2026. The rot...
Ask people what they're invested in right now to save for retirement, and most of them will probably say: The S&P 500 , the Nasdaq-100 , tech stocks, or the Magnificent Seven. All of those are easily defensible choices, but a well-rounded retirement portfolio should consist of more than just that. Dividend exchange-traded funds (ETFs) haven't been in favor for some time leading up to 2026. The rotation away from just tech leadership has opened up opportunities for dividend payers. On the surface, these stocks won't be as exciting as the artificial intelligence (AI) stocks dominating the narrative. But their combination of steady long-term growth and predictable income make them an underrated piece of the retirement puzzle. Image source: Getty Images. Continue reading
Key PointsSpaceX is targeting a $1.75 trillion market value when it lists shares, which would make it the largest IPO in U.S. history several times over.
Key PointsSpaceX is targeting a $1.75 trillion market value when it lists shares, which would make it the largest IPO in U.S. history several times over.