Wall Street is turning increasingly bullish on three AI infrastructure plays heading into a busy earnings stretch, with analysts raising price targets on Micron Technology (NASDAQ:MU), Oracle (NYSE:ORCL) and Semtech (NASDAQ:SMTC) on the back of accelerating AI infrastructure demand. The signal across all three names is directionally bullish, though the conviction levels and near-term setups ... Micron, Oracle and Semtech Are Getting Fresh Wall Street Attention as AI Infrastructure Demand Surges

Micron, Oracle and Semtech Are Getting Fresh Wall Street Attention as AI Infrastructure Demand Surges Yahoo Finance

With prices up 164% over the last 12 months, silver has recently enjoyed one of the most explosive rallies in its history, boosting the portfolios of investors who own popular exchange-traded funds (ETFs) like the iShares Silver Trust ETF (SLV +0.38%). Despite the positive sentiment, however, there are growing signs that the silver bubble could be running out of steam. Prices are already down 30% from their all-time high of $122, reached in January. Here are three reasons why the dip looks set to continue. Geopolitical uncertainty never lasts forever Most analysts credit the recent silver rally to geopolitical uncertainty. Under the administration of President Donald Trump, the U.S. has pivoted toward a more volatile trade and economic policy characterized by huge tariffs and frequent discordance between the different branches of government and independent organizations, like the Federal Reserve. This trend calls the U.S. dollar's status as a trusted reserve currency into question and encourages global investors to seek alternative stores of value. Precious metals can fit into this role because of their scarcity and historical significance as monetary assets throughout history. However, making investment decisions based on politics is risky because these systems tend to normalize over time. What looks like an epic crisis right now can quickly become an afterthought. Trump's tariffs are a good example of this concept. Last month, the Supreme Court ruled the levies are unconstitutional. And even though the administration will try to reimplement tariffs through other legal means, the court decision significantly diminishes the case for the recent precious-metals rally. Furthermore, Forbes reports that silver experienced its worst single-day drop since 1987 after Trump announced plans to nominate Kevin Warsh as the next chairman of the central bank. Warsh is a surprisingly hawkish pick for a president who wants lower interest rates. This decision shows how quickly polit...

Investors in Alphabet Inc (Symbol: GOOGL) saw new options begin trading today, for the March 23rd expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the GOOGL options chain for the new March 23rd contracts and identified one put and one call contract of particular interest. The put contract at the $265.00 strike price has a current bid of $1.44. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $265.00, but will also collect the premium, putting the cost basis of the shares at $263.56 (before broker commissions). To an investor already interested in purchasing shares of GOOGL, that could represent an attractive alternative to paying $296.89/share today. Because the $265.00 strike represents an approximate 11% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 89%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 0.54% return on the cash commitment, or 14.17% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for Alphabet Inc, and highlighting in green where the $265.00 strike is located relative to that history: Turning to the calls side of the option chain, the call contract at the $300.00 strike price has a current bid of $5.05. If an investor was to purchase shares of GOOGL stock at the current price level of $296.89/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $300.00. Considering the call seller ...

Pulp Fiction and Desperately Seeking Susan star Rosanna Arquette has said she found Quentin Tarantino’s use of the N-word in Pulp Fiction to be “racist and creepy”. In an interview with the Sunday Times, Arquette said of the film, in which she plays the tattooed and pierced wife to Eric Stoltz’s syringe-wielding drug dealer: “It’s iconic, a great film on a lot of levels. But personally I am over the use of the N-word – I hate it. I cannot stand that [Tarantino] has been given a hall pass.” She added: “It’s not art, it’s just racist and creepy.” Pulp Fiction, released in 1994 and for which Tarantino won the Cannes Palme d’Or and the Oscar for best original screenplay, uses the N-word on multiple occasions, including several times by Jimmie, the character played by Tarantino. Tarantino has been criticised regularly for his liberal use of the term in subsequent films. In 1997 fellow director Spike Lee said in an interview with Variety that [Tarantino] was “infatuated with that word”, adding: “What does he want to be made – an honorary black man?” Tarantino was subsequently defended by Pulp Fiction and Jackie Brown star Samuel L Jackson, who said in a Berlin film festival press conference: “It’s not offensive in the context of this film … [Jackie Brown] is a pretty good black film, I don’t think Spike’s made one of those in a few years.” After the release of Tarantino’s 2012 period thriller Django Unchained, starring Jamie Foxx, Lee again criticised Tarantino, saying on social media: “American Slavery Was Not A Sergio Leone Spaghetti Western. It Was A Holocaust.” Training Day director Antoine Fuqua responded by saying that he did not believe Tarantino had “a racist bone in his body”. Tarantino defended himself in a 2015 interview with Bret Easton Ellis in the New York Times, saying: “In a lot of the more ugly pieces, my motives were really brought to bear in the most negative way. It’s like I’m some supervillain coming up with this stuff.” In the same interview, Arquett...

Investors in AXT Inc (Symbol: AXTI) saw new options begin trading today, for the January 2027 expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 312 days until expiration the newly trading contracts represent a possible opportunity for sellers of puts or calls to achieve a higher premium than would be available for the contracts with a closer expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the AXTI options chain for the new January 2027 contracts and identified one put and one call contract of particular interest. The put contract at the $35.00 strike price has a current bid of $15.50. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $35.00, but will also collect the premium, putting the cost basis of the shares at $19.50 (before broker commissions). To an investor already interested in purchasing shares of AXTI, that could represent an attractive alternative to paying $36.90/share today. Because the $35.00 strike represents an approximate 5% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 76%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 44.29% return on the cash commitment, or 51.80% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for AXT Inc, and highlighting in green where the $35.00 strike is located relative to that history: Turning to the calls side of the option chain, ...

years/iStock via Getty Images Pfizer ( PFE ) said its Phase 2 study of tilrekimig (PF-07275315), a trispecific antibody for atopic dermatitis, showed positive results. The study met its primary endpoint, with tilrekimig showing a statistically significant increase in participants who saw a 75% or higher reduction in the eczema area and severity, across all doses tested, compared to placebo. Tilrekimig is a potentially first-in-class, once-a-month antibody targeting multiple chronic Type 2 inflammatory conditions, including atopic dermatitis, asthma, and chronic obstructive pulmonary disease. Pfizer ( PFE ) plans to accelerate tilrekimig to Phase 3 development, with a pivotal study in atopic dermatitis set to start within 2026. “We are encouraged by the topline Phase 2 results for tilrekimig, which show that combining the potent inhibition of IL-4/13 and TSLP pathways has the potential to deliver improved efficacy over the standard of care for atopic dermatitis,” said Mike Vincent, Chief Inflammation & Immunology Officer at Pfizer. “We plan to advance a broad clinical development program for tilrekimig, a potential first-in-class trispecific antibody discovered at Pfizer, in atopic dermatitis and other Th2-mediated inflammatory diseases including asthma and COPD.” The Phase 2 study has two ongoing stages: one with participants who previously received biologic treatments and receiving either tilrekimig or placebo, and another with participants receiving either ompekimig or placebo. Pfizer is also studying tilrekimig in a Phase 2 study in asthma and recently started a Phase 2b/3 study of the drug candidate in COPD. More on Pfizer Pfizer: Obesity Hype And Vaccine Policy Shocks Pfizer's Portfolio Renewal In Progress - High Yields For The Patient Pfizer's Quiet Cash Comeback Top 10 healthcare stocks with highest dividend yield amid volatile markets FDA plans to relax testing rules to encourage biosimilar drugs: report

Alexander Shapovalov/iStock Editorial via Getty Images Cruise stocks continue to take on water, with another oil shock driving shares within the sector lower for a seventh consecutive day. As geopolitical tensions push the price of a barrel of oil over the psychologically key $100 threshold, fuel-dependent sectors remain pressured, resulting in a loss of 7% to 8% in shares of Carnival Corp. ( CCL ), Royal Caribbean ( RCL ), and Norwegian Cruise Lines ( NCLH ), and -4% for Viking Holdings ( VIK ) on Monday, weighing on the Dow Jones Transportation index. Fuel typically accounts for at least 10% to as much as 15% of a cruise operator’s operating expenses, making fluctuations in prices a key driver of profitability. With fuel prices rising 63% over the past three weeks, shares of Carnival Corporation ( CCL ) have finished lower for two consecutive weeks, while Royal Caribbean Group ( RCL ) has posted weekly declines for four straight weeks. More on Carnival, Royal Caribbean Cruises, etc. Royal Caribbean Cruises: Buy On Dips Carnival Corporation: A Low-Risk, Dividend-Yielding 'Buy' For Income Investors Viking Holdings: Fantastic Results Were Already Expected Cruise industry faces rough waters as fuel costs spike Viking Holdings posts strong cruise line metrics for FQ2

keni1/iStock via Getty Images Coal prices continue to rise, jumping to the highest since November 2024, as the Middle East war forces several countries to consider switching away from crude oil and natural gas due to the effective shutdown of the Strait of Hormuz. Newcastle coal futures , the Asian benchmark, soared as much as 9.3% to $150/ton on Monday. Unlike oil and gas, the Strait of Hormuz is not a major corridor for the global coal trade, and there has been a surplus of thermal coal in export markets after trade largely returned to normal following a surge in demand and prices in 2022, when Russia invaded Ukraine. Europe relies heavily on Middle Eastern liquefied natural gas supplies, but Asia is particularly dependent; OPIS analyst James Stevenson recently told Barron's that many countries could substitute coal for natural gas in their power plants as the war causes costs to soar s. Indonesia and Australia are the two biggest exporters of thermal coal globally, accounting for 48% and 18% of shipments, respectively. Potentially relevant stocks include Glencore ( GLCNF ) ( GLNCY ) - the world's largest shipper of thermal coal - Whitehaven Coal ( WHITF ), Peabody Energy ( BTU ), Core Natural Resources ( CNR ), Alliance Resource Partners ( ARLP ), Alpha Metallurgical Resources ( AMR ), Ramaco Resources ( METC ), and Warrior Met Coal ( HCC ). More on Peabody Energy, Core Natural Resources and Glencore Peabody Energy Presents at 35th BMO Global Metals, Mining & Critical Minerals Conference - Slideshow Core Natural Resources: Operational Normalization Shifts To 2026; Shares Near Full Value Rio Tinto And Glencore: A Merger That Could Change The Investment Case

格隆汇3月9日｜据央视财经，近日，多个“养龙虾”相关话题冲上热搜。不过，这个“龙虾”并非餐桌上的美味，而是一个名为OpenClaw的开源AI智能体软件，因其图标是只“龙虾”，被人们起了龙虾这个绰号，并将训练OpenClaw称为“养龙虾”。OpenClaw的爆火也催生出上门安装、调试培训等付费服务。不过，工业和信息化部网络安全威胁和漏洞信息共享平台，近期监测发现，OpenClaw开源AI智能体部分实例， 在默认或不当配置情况下 ，存在较高安全风险，提示用户警惕由此引发的网络攻击、信息泄露等安全问题。

格隆汇3月9日｜据贝壳财经，近日，OpenClaw引发的“龙虾热”火爆全球，本地化部署带动主机销量激增。 其中，苹果Mac mini M4主机凭借良好的性能，以及在内存价格高涨时并未提价的价格优势，一机难求，引发消费者抢购潮。 记者注意到，目前苹果官方渠道发货周期已经延长至两周以上，部分配置机型甚至排期至3月底；国内主流电商平台也已经处于缺货状态。

Investors in Apple Inc (Symbol: AAPL) saw new options begin trading today, for the March 23rd expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the AAPL options chain for the new March 23rd contracts and identified one put and one call contract of particular interest. The put contract at the $250.00 strike price has a current bid of $2.72. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $250.00, but will also collect the premium, putting the cost basis of the shares at $247.28 (before broker commissions). To an investor already interested in purchasing shares of AAPL, that could represent an attractive alternative to paying $255.72/share today. Because the $250.00 strike represents an approximate 2% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 63%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 1.09% return on the cash commitment, or 28.37% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for Apple Inc, and highlighting in green where the $250.00 strike is located relative to that history: Turning to the calls side of the option chain, the call contract at the $260.00 strike price has a current bid of $2.76. If an investor was to purchase shares of AAPL stock at the current price level of $255.72/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $260.00. Considering the call seller will also c...

JasonDoiy/E+ via Getty Images By Steffan Szumowski The nuclear renaissance represents an exciting opportunity for investors to allocate their capital to some of the most technologically advanced methods of electricity production. Common questions come to mind. Who are the reactor developers in the public market, and what reactors are they working on? It’s an incredibly diverse landscape of options, and investors need to understand the technology they are investing in. For that reason, this series provides a closer look at public reactor developers. Previous notes in this series discussed Westinghouse ( WAB ) and Oklo ( OKLO ), as well as Nano Nuclear ( NNE ) and GE Vernova ( GEV ). This third and final note in the series profiles two of the more government-focused nuclear companies: BWX Technologies ( BWXT ) and Rolls-Royce [RR.LN]( RYCEY ). Not only are these companies developing their own reactor designs, they are both highly integrated with their governments for nuclear energy-related services. BWX Technologies BWXT boasts a rich history in nuclear innovation dating back to the 1950s, when it designed and fabricated components for the USS Nautilus, the world’s first nuclear-powered submarine. As a leading provider today, BWXT specializes in advanced nuclear solutions across defense and commercial sectors. The company’s foundational business segment is naval nuclear propulsion, which forms the backbone of its Government Operations division. BWXT manufactures critical reactor components and fuel for the U.S. Navy, powering submarines as well as aircraft carriers. The company’s pressurized water reactors (PWRs) use technology similar to the commercial fleet of large Westinghouse PWRs in the U.S. Submarine reactors are designed to last a vessel’s lifetime, while carrier reactors require only a single mid-life refueling. This enables the Naval Nuclear Propulsion Program to deliver millions of safe steaming miles and supports extended missions with minimal constraints....

商业化仍面临多重考验。 “希望未来人手一个手机，既能上天也能入海。” 这是业内对第六代移动通信技术（6G）的愿景，但标准何时统一、商业化何时落地、如何获得资本市场支持是市场当前最为关心的话题。 3月9日下午，上交所举办主题为“6G：连接空天地的数字底座”的未来产业沙龙。在沙龙上，信科移动（688387.SH）首席科学家孙韶辉称，全球已基本形成6G统一标准的发展路径，ITU有望在2030年发布6G标准，也预计6G将于2030年左右商用。 当前6G商业化仍面临诸多难点，中国移动集团级首席专家童恩认为，我国已在5G的标准、产品、网络部署规模和应用方面取得全球领先的优势，但在保持6G持续领先的进程中仍需应对来自应用、技术、标准、产业和网络部署等多方面的挑战。 资本市场的支持也成为6G产业的一大期待。多位与会人士称，希望资本市场加大对6G领域核心技术企业的支持力度，完善估值定价体系，也希望更多耐心资本支持6G产业发展。 业内预计6G于2030年左右商用 移动通信十年一代，每一代经历研究、标准、产品、商业四个阶段。中国在2018年启动6G研发，到2024年9月12日，3GPP正式启动首个6G标准项目，标志着6G从技术预研阶段正式迈入标准化、产业化阶段。 那么，6G相较5G有何新的变化？“相对于5G，6G增加了感知通信一体、人工智能与通信一体和空天地一体三大应用场景。”童恩说。 在童恩看来，6G是通感算智深度融合、空天地一体全域覆盖的新一代移动信息网络，在物理基础设施上，以软件形式灵活按需加载网络功能，使网络成为聚合相关业务能力的“平台”和“基座”，在算网基础设施上，融合通信、感知、计算、AI、大数据、安全等多维能力，提供一体化移动信息服务，实现从移动通信到移动信息服务的重大转变，推动网络从“万物互联”向“亿智智联”跃迁。 当前，6G的统一标准何时形成成为业内的一大重要关注点。有业内人士称，5G是移动通信历史上第一次真正实现了全球标准统一，“6G我们希望仍然是全球统一的标准”。 孙韶辉称，在国际电信联盟(ITU)组织协调下，全球已就6G技术发展趋势、应用场景和主要需求达成统一，将在2030年发布6G标准。 标准节点决定产业节奏，试验网节点决定工程化节奏。在刚刚过去的世界移动通信大会（MWC2026）上，华为、爱立信、高通等公司纷纷对6G技术演进路线进行展望。其中，高通预计2028...

人民幣在岸價下跌，見一個月低位。 曾跌至6.928兌一美元水平，是二月九日以來最低水平。 離岸人民幣在6.93水平徘徊，見近兩星期低位。 至於官方開出的人民幣中間價報6.9158兌一美元，跌至三月二日以來的低位。

伊朗战争使人们关注到预测市场认为不可接受的投注主题，因为当用户对从导弹袭击到政权更迭等各种事件投入数亿美元赌注时，这些市场面临了强烈反对。 Polymarket上周归档了允许押注核爆炸时间的市场，此前这些合约吸引了数十万美元的资金。根据互联网档案馆Wayback Machine保存的网页，这些合约大多属于一个名为“核武器在……之前爆炸？”的市场，允许用户押注该事件是否会在特定日期前发生。 据报道，该公司在X平台上发布（随后删除）了显示年底前发生核爆概率约为22%的赔率数小时后，这些与核相关的市场被移除。 网民强烈抗议 这些赌注在网上引起了强烈抗议，与此同时，一些提案者建议对这个快速增长、允许用户对广泛事件结果进行押注的预测行业加强监管和监督。 Polymarket没有说明移除的原因。该公司没有立即回应媒体的置评请求。 上周末，在麻省理工学院斯隆体育分析会议上，公司创始人兼首席执行官谢恩·科普兰被问及关于涉及伊朗等地缘政治冲突的预测市场引发的一些更广泛的争议。 科普兰称这是一个“复杂的问题”，但表示预测市场具有强大的信息功能和价值主张，包括在战区也是如此。他还驳斥了一些批评，称其为“钱多是非多”。“对于一开始看起来令人震惊的创新，仍然存在很多阻力……但这正是使其具有创新性和颠覆性的原因。” 商品期货交易委员会是Polymarket和Kalshi等美国预测市场的主要监管机构，这些平台上的交易被视为金融衍生品合约。Polymarket的主要国际交易所在离岸运营，但该公司正计划推出一个由CFTC监管的独立美国版本平台。 在本文发布时，像Manifold Markets这样总部位于美国的预测网站仍然允许押注核爆炸。 CNBC未在Kalshi等更大的平台上发现此类赌注，但该公司也未能完全摆脱与伊朗相关的争议。早些时候，Kalshi因一个关于伊朗最高领袖 阿里 ·哈梅内伊是否会被推翻的、价值数百万美元的市场而面临强烈反对。后来证实他在2月28日以色列和美国第一波空袭中丧生。该公司最终对该市场进行了退款，理由是法规禁止押注死亡事件。 Kalshi在给媒体的一份声明中表示，它“不允许直接与死亡相关的市场”。 上周，参议员克里斯·墨菲和众议员迈克·莱文提出了一项法案，旨在限制或禁止那些以军事行动、政权更迭或死亡为结果的市场，这些市场可能刺激冲突或奖励接触机密信息的行为。 内幕交易担忧 ...

國際貨幣基金組織(IMF)警告，油價上漲或推高全球通脹。 國際貨幣基金組織總裁格奧爾基耶娃指，進口石油和天然氣設施受損和停產，能源安全已成為首要關注事項，若情況持續，可能影響市場情緒、經濟增長及通脹。呼籲各國為新常態做好準備。 她表示，若今年大部分時間，油價較去年升一成，全球通脹率將上升0.4個百分點。

中共中央政治局委員、外長王毅與科威特外交大臣通電話，討論中東局勢，重申當務之急是盡快停火止戰。

微软 推出了其Copilot 365人工智能软件的第三波，并表示将开始提供每月99美元的AI工具套装。 这家科技公司周一表示，新版Copilot将利用Anthropic和OpenAI的领先模型，以及微软自有的Work IQ技术。 微软还表示，将开始提供Microsoft 365 E7： The Frontier Suite，这是一个包含Microsoft 365 E5、Copilot和Agent 365的软件套装，该公司称，该套装将满足市场对全面智能体化AI解决方案的需求。 该公司表示：“客户告诉我们，仅有E5已经不够了；他们不希望将多个工具拼凑在一起，他们想要一个值得信赖的解决方案。” 微软的智能体化AI控制平台Agent 365也将从5月1日起全面上市，月费为15美元。 责任编辑：李桐

filo/iStock via Getty Images It's a choppy time to invest in the stock market. The S&P 500 has been rattled by the brewing war in the Middle East and rising oil prices, alongside continued domestic macroeconomic uncertainty. For software stocks, that pain has multiplied thanks to the growing "SaaSpocalypse" narrative. That said, for investors who are willing to stomach some near-term volatility, the stock market has many terrific bargains hiding in plain sight. Workiva Inc. ( WK ), a software platform that helps companies with financial reporting and compliance, is a fantastic example of this. Despite strong growth, the stock (which was already cheap to begin with, entering into 2026) has fallen a further ~20%. That said, shares have been on a noticeable uptrend after the company's Q4 earnings print and upbeat outlook for FY26. In my view, it's a good time for investors to reassess the bull case on this name ahead of a potential rebound. Data by YCharts I last wrote a "Buy" article on Workiva in December, when the stock was trading just under $90 per share. Since then, Workiva has lost a tremendous amount of market value, mostly along with other software stocks and not due to any operational issues of its own. I'm reiterating my "Buy" rating on this stock. In my view, these are the core elements of the buy thesis for Workiva: Expansive $35 billion TAM. Workiva is a rather niche software company that specializes in automating financial reporting, investor and board materials, and government compliance requirements. The company's current ~$1 billion annualized revenue run rate is only a low single-digit percentage penetrated into its overall market opportunity. AI-resistant. In my view, given the specialized nature of Workiva's products and the risk of getting workflows like compliance wrong, it's incredibly difficult to rip out its embedded systems in favor of AI or vibe-coded solutions. Strong expansion trends. Customers continue to trend toward purchasing larger, m...

Gary Yeowell Celsius Holdings (CLEH) announced on Monday that it is expanding sales and distribution into the Benelux region of Europe. In partnership with Suntory Beverage & Food Benelux, the company's products will soon be available in Belgium and Luxembourg through an exclusive distribution deal. The development was noted to be another key step in the brand's global expansion. The expansion move by Celsius ( CELH ) follows recent successful launches in Australia, France, Ireland, New Zealand, and the United Kingdom as the beverage company continues to grow its international footprint. "Belgium and Luxembourg represent an exciting opportunity for Celsius as we continue expanding into new markets," highlighted Celsius ( CELH ) Chief Commercial Officer Tony Guilfoyle. "We have solid international growth momentum, and we are eager to bring the brand to even more consumers who are looking for a better-for-you energy alternative to traditional, sugary beverages in more places," he added. Suntory Beverage & Food Benelux is the Benelux business unit of Japan’s Suntory Group and is focused on non-alcoholic beverages across Belgium, the Netherlands, and Luxembourg. Headquartered in Genval, Belgium, it operates within Suntory Beverage & Food ( STBFY ) ( STBFF ) Europe’s EECM-Benelux structure and employs. The company markets and produces soft drinks, mineral and other bottled waters, and owns or commercializes iconic brands such as Schweppes, Orangina, Oasis, MayTea, Gini, Canada Dry, Dr Pepper, Pulco, and Ricqles in its territory. Shares of Celsius Holdings ( CELH ) fell 3.1% on a down day for the stock market as a whole. More on Celsius Celsius Still Looks Undervalued With Two Strong Growth Brands Celsius Q4: Strong Results, Significant Upside Celsius Holdings, Inc. (CELH) Q4 2025 Earnings Call Transcript Celsius Holdings attracts a double upgrade from BofA Celsius targets gross margin return to low 50% by end of 2026 as integration and innovation drive portfolio expansio...

Retirees hunting for monthly income from a diversified, low-cost equity fund have been gravitating toward WisdomTree U.S. Total Dividend Fund (NYSEARCA:DTD). The appeal is straightforward: broad exposure to dividend-paying U.S. stocks, a 20-year track record dating back to June 2006, and monthly distributions. But with a 2.02% dividend yield sitting well below the current 3.75% ... The Dividend ETF That Survived The 2008 and 2020 Panics Is Still Paying Monthly Income in 2026

The press releases announcing a gleaming supercomputer on the outskirts of north London depict a glass and concrete building, rising from a tree-lined street. Accompanied by images of glowing blue robot faces, it looks like the centre of a technological revolution. By the end of this year, that artist’s impression is supposed to be a reality. But when the Guardian visited last month, there was no sign of it. Instead, the four-acre plot in Loughton was a depot stacked with pylons and scrap metal under a corrugated roof, while flatbed lorries drove in and out stacked with poles. Nine months before the project is due to be completed, it is still a working scaffolding yard. The story of the Loughton supercomputer is an insight into the dizzying ambitions for artificial intelligence as an economic powerhouse, in the UK and beyond – but also how those hopes can dissolve into a less exciting reality. View image in fullscreen An artist’s impression of the Loughton supercomputer site. Photograph: Nscale Around the world, billions of dollars and the fortunes of governments, banks and pension funds are staked on the promises of a few massive companies – that they can rapidly build out AI infrastructure and fundamentally remake the global economy. Nvidia’s chief executive, Jensen Huang, appeared to offer a vote of confidence in the UK as a home for some of this AI investment, making two visits to London in June and September 2025. At London tech week, he appeared onstage with Keir Starmer and called the UK’s tech ecosystem “the envy of the world”. Later that year, during the government’s frenzy of AI dealmaking, Huang said people should invest in the UK “if they want to get rich” and predicted the UK would be an “AI superpower”. But key investments in the UK interrogated by the Guardian are not as they have been presented. Massive sums of money do not appear to be substantive commitments to the UK’s economy – and “new” datacentre projects have proven to be old buildings with ne...

A multibillion-pound drive to “mainline AI into the veins” of the British economy is riddled with “phantom investments” and shaky accounting, a Guardian investigation has found. Since 2024, successive Conservative and Labour governments have proclaimed massive deals to build new datacentres, create thousands of jobs and construct a supercomputer. The investments – led by two firms linked to AI giant Nvidia - have been touted as a cornerstone of the government’s promise to use tech to turbocharge the economy. On Monday, former UK deputy prime minister Sir Nick Clegg and former Meta chief operating officer Sheryl Sandberg were announced as new board members at one of the firms, NScale. Nscale also said it had raised a $2bn funding round, sending its valuation soaring to $14.6bn. But a Guardian investigation has shown the money isn’t necessarily real, the datacentres may not be new, the jobs are unaccounted for – and the supercomputer site 12 miles north of London is still a scaffolding yard. View image in fullscreen The Alandale scaffolding yard in Loughton, Essex. Photograph: Martin Godwin/The Guardian When asked about a series of claimed investments, the UK’s Department for Science, Innovation and Technology declined to answer detailed questions but said it “rejected these assertions”. A statement added: “Our AI sector has attracted more than £100bn in private investment since the government took office, with our AI sector growing 23 times faster than the wider economy last year. That is delivering the jobs and opportunities hardworking people deserve.” But it also acknowledged limitations to its oversight. In one case, it said that there was no contract in place for a £1.9bn ($2.5bn) investment despite a press release declaring that one had been signed. In another, it said that it was “not playing an active role in auditing these commitments”. The findings raise questions about a series of massive AI investments announced globally in the past year, many in high-lev...

Investors in Cboe Global Markets Inc (Symbol: CBOE) saw new options become available today, for the December 18th expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 284 days until expiration the newly available contracts represent a possible opportunity for sellers of puts or calls to achieve a higher premium than would be available for the contracts with a closer expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the CBOE options chain for the new December 18th contracts and identified one put and one call contract of particular interest. The put contract at the $290.00 strike price has a current bid of $18.60. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $290.00, but will also collect the premium, putting the cost basis of the shares at $271.40 (before broker commissions). To an investor already interested in purchasing shares of CBOE, that could represent an attractive alternative to paying $299.67/share today. Because the $290.00 strike represents an approximate 3% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 65%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 6.41% return on the cash commitment, or 8.24% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for Cboe Global Markets Inc, and highlighting in green where the $290.00 strike is located relative to that history: Turn...

Earnings Call Insights: ACCO Brands Corporation (ACCO) Q4 2025 Management View Tom Tedford, President and CEO, opened by stating full year 2025 sales and adjusted EPS were "in line with our outlook." He emphasized the company's resilience despite "continued demand challenges globally and tariff-related disruptions in the U.S.," noting that ACCO Brands "maintained or grew its market position in most categories." Tedford highlighted a strategic focus shift: "We have refined the company's strategy to focus on the growing technology peripherals market." He announced the acquisition of EPOS, which "broadens our technology peripherals portfolio, now representing approximately 25% of the company's projected revenues." He added, "We expect to realize $15 million in annual cost synergies from this transaction." Tedford also noted the implementation of a multiyear cost reduction program, with $35 million in savings delivered in 2025 and a cumulative target of $100 million by the end of 2026. Tedford reported, "The PowerA brand performed well during the fourth quarter, with sales strengthened by our leading new product offering supporting the Nintendo Switch 2.0 launch and holiday retail placements." He also noted, "Kensington also had a good quarter in the segment driven by a strong pipeline and new product introductions." Tedford commented on supply chain resilience: "Our proactive China plus 1 strategy prevented significant disruptions to our business. We have a flexible supply chain that enables competitive costs, value-added products and provides category-leading service levels to our customers." Jagannath Bobji, Senior VP of Global Planning and Financial Analysis & Treasurer, stated, "Fourth quarter sales and adjusted EPS were in line with outlook. Reported sales in the fourth quarter decreased 4% with comparable sales down 8%." He cited "trends in the Americas segment improved sequentially led by growth in technology accessories and planning products." Outlook Bobji sha...