CAE ( CAE ) on Monday said that it is pursuing strategic alternatives for Flightscape, its aviation software business, as part of its ongoing portfolio optimization and disciplined approach to capital allocation to drive long-term shareholder value. This step follows CAE's ( CAE ) portfolio assessment completed earlier this year and reflects the maturity of Flightscape as a standalone, high‑growth...
CAE ( CAE ) on Monday said that it is pursuing strategic alternatives for Flightscape, its aviation software business, as part of its ongoing portfolio optimization and disciplined approach to capital allocation to drive long-term shareholder value. This step follows CAE's ( CAE ) portfolio assessment completed earlier this year and reflects the maturity of Flightscape as a standalone, high‑growth software business, the company said. This transaction intends to position Flightscape for its next phase of growth while enabling CAE ( CAE ) to sharpen its focus on its core simulation and training capabilities and long-term value creation. CAE will actively assess a full range of options, including strategic partnerships, minority or majority investment, a sale, or other alternatives that are determined to be in the best interests of CAE and its stakeholders. More on CAE Inc. CAE Inc.: Growth Expectations Collapse For 2027 CAE Inc. (CAE:CA) Q3 2026 Earnings Call Transcript CAE Inc. ticks higher amid speculation of takeover interest CAE Q3 2026 Earnings Preview Historical earnings data for CAE Inc.
Top EU diplomat Kaja Kallas says Kremlin-friendly former German chancellor cannot be considered impartial Europe live – latest updates The EU has dismissed Vladimir Putin’s suggestion that the Kremlin-friendly former German chancellor Gerhard Schröder could serve as a European mediator in peace talks aimed at ending the war in Ukraine. Over the weekend, the Russian leader put forward Schröder – a ...
Top EU diplomat Kaja Kallas says Kremlin-friendly former German chancellor cannot be considered impartial Europe live – latest updates The EU has dismissed Vladimir Putin’s suggestion that the Kremlin-friendly former German chancellor Gerhard Schröder could serve as a European mediator in peace talks aimed at ending the war in Ukraine. Over the weekend, the Russian leader put forward Schröder – a longtime ally – as a possible figure to help restart talks with Europe, saying he would “personally” favour the former German leader for the role. Continue reading...
Fox press release ( FOX ): Q3 Non-GAAP EPS of $1.32 beats by $0.24 . Revenue of $3.99B (-8.7% Y/Y) beats by $180M . Shares +1.6% PM. More on Fox Fox Corporation: The Market Is Still Missing The Real Value Fox Corporation (FOXA) Presents at Deutsche Bank 34th Annual Media, Internet & Telecom Conference Transcript Fox Corporation (FOXA) Presents at Morgan Stanley Technology, Media & Telecom Conferen...
Fox press release ( FOX ): Q3 Non-GAAP EPS of $1.32 beats by $0.24 . Revenue of $3.99B (-8.7% Y/Y) beats by $180M . Shares +1.6% PM. More on Fox Fox Corporation: The Market Is Still Missing The Real Value Fox Corporation (FOXA) Presents at Deutsche Bank 34th Annual Media, Internet & Telecom Conference Transcript Fox Corporation (FOXA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Fox Q3 2026 Earnings Preview Amazon in spotlight as Fox chooses AWS as its preferred AI cloud provider
Decision made to grant US tech firm ‘unlimited access’ to data in project to build integrated platform, according to reports UK politics live – latest updates MPs have warned that an NHS decision to grant Palantir access to identifiable patient information in its plan to use AI to improve the health service is “dangerous” and will fuel public fears that data privacy is not being prioritised. NHS E...
Decision made to grant US tech firm ‘unlimited access’ to data in project to build integrated platform, according to reports UK politics live – latest updates MPs have warned that an NHS decision to grant Palantir access to identifiable patient information in its plan to use AI to improve the health service is “dangerous” and will fuel public fears that data privacy is not being prioritised. NHS England has allowed staff from the US tech firm and other contractors access to patient data before it has been pseudonymised, despite internal fears of a “risk of loss of public confidence”, the Financial Times reported. Continue reading...
Diego Céspedes’s striking debut mixes magic realism and melodrama in a tender tale of an LGBTQ+ community facing fear and superstition in 1980s Chile Here is a beautiful, raw debut from young Chilean director Diego Céspedes, a film that is part queer western, part beguiling fable, with some glorious scenes straight out of a Latin soap opera, magic-realist effects and moments of heartbreakingly ten...
Diego Céspedes’s striking debut mixes magic realism and melodrama in a tender tale of an LGBTQ+ community facing fear and superstition in 1980s Chile Here is a beautiful, raw debut from young Chilean director Diego Céspedes, a film that is part queer western, part beguiling fable, with some glorious scenes straight out of a Latin soap opera, magic-realist effects and moments of heartbreakingly tender emotion. It’s set in the early 1980s, in a mining town on the dusty edge of nowhere where a ramshackle establishment, something like a bordello in a spaghetti western, is run by a small LGBTQ+ community. By day, they serve up food to worn-out, dust-covered miners; by night, cabaret is performed in drag. The club is also raising a child, 11-year-old Lidia (Tamara Cortes), who was abandoned on the doorstep as a baby (possibly by parents who saw how well the club looks after its own). When Lidia is bullied by transphobic local boys, the women of the club come out in force to beat the crap out of the gang. Lidia’s adopted mum is Flamenco (Matías Catalán), a transgender woman in love with a Marlon Brando lookalike miner called Yovani (Pedro Muñoz), a man with an angelic pout and murder in his eyes. They both have a disease that local people are calling “the plague”. Yovani blames Flamenco and shows up with a gun. Continue reading...
Levels of Pfas in northern gannet eggs in Canada fell up to 74% over 55-year period of study Levels of some of the most dangerous Pfas compounds have dramatically fallen in Canadian seabird eggs, which the authors of a new peer-reviewed study say illustrates how regulations are effective. Researchers looked at Pfas levels in the eggs of northern gannets in the St Lawrence Seaway basin over a 55-ye...
Levels of Pfas in northern gannet eggs in Canada fell up to 74% over 55-year period of study Levels of some of the most dangerous Pfas compounds have dramatically fallen in Canadian seabird eggs, which the authors of a new peer-reviewed study say illustrates how regulations are effective. Researchers looked at Pfas levels in the eggs of northern gannets in the St Lawrence Seaway basin over a 55-year period. Pfas levels shot up from the 1960s through the peak of the chemicals’ use in the late 1990s and early aughts, then fell. Continue reading...
Opponents say administration’s plan prioritizes big agriculture at expense of wildlife and protected species New legal action aims to head off a Trump administration plan to open up to 24m acres of federal lands to cattle grazing, which opponents characterized as a gift to big agriculture and said could cause a spike in deaths among already imperiled wolves, grizzlies, steelhead salmon and other w...
Opponents say administration’s plan prioritizes big agriculture at expense of wildlife and protected species New legal action aims to head off a Trump administration plan to open up to 24m acres of federal lands to cattle grazing, which opponents characterized as a gift to big agriculture and said could cause a spike in deaths among already imperiled wolves, grizzlies, steelhead salmon and other wildlife. The plan also calls for opening up parts of Grand Canyon national park, and other sensitive landscapes. Cattle destroy critical habitats for wildlife because they strip land bare of essential vegetation and pollute streams with feces, urine, sediment and carcasses. Meanwhile, park rangers and ranchers often kill grizzly bears and other predators who prey on cattle, despite that ranchers and the government pushed the cattle into the predators’ home range. Continue reading...
Enjoy this 30-minute cheesy polenta for dinner, then chill the excess polenta and get an even quicker meal the next day I love polenta, but very often forget about it in favour of pasta or rice. However, for those transitional spring evenings, it’s perfect comfort food: warm, filling, and cooks in under two minutes when you buy quick-cook. But the very best thing about making a pan of polenta is t...
Enjoy this 30-minute cheesy polenta for dinner, then chill the excess polenta and get an even quicker meal the next day I love polenta, but very often forget about it in favour of pasta or rice. However, for those transitional spring evenings, it’s perfect comfort food: warm, filling, and cooks in under two minutes when you buy quick-cook. But the very best thing about making a pan of polenta is that with barely any extra effort, it’ll give you the basis for a meal the next day. Try pouring half of it into a tray – studded with olives, or with extra cheddar stirred through, perhaps – and chill overnight. The next day, cut it into squares, chips, or even star shapes, and fry until crisp – a cook once, eat twice win. Continue reading...
The Iran war has squeezed global supplies of jet fuel, threatening to upend vacation plans as the peak summer travel season approaches in the Northern Hemisphere. The near-halt of shipping through the Strait of Hormuz has disrupted oil exports from the Persian Gulf, forcing refineries elsewhere to cut production of jet fuel and its base ingredient, kerosene. Compounding the problem, refiners in th...
The Iran war has squeezed global supplies of jet fuel, threatening to upend vacation plans as the peak summer travel season approaches in the Northern Hemisphere. The near-halt of shipping through the Strait of Hormuz has disrupted oil exports from the Persian Gulf, forcing refineries elsewhere to cut production of jet fuel and its base ingredient, kerosene. Compounding the problem, refiners in the Middle East, where more than 10% of the world’s jet fuel and kerosene is typically produced, have struggled to deliver cargoes to buyers outside the region. Jet fuel prices have risen even more than those of crude oil since the conflict started. They’ve surged to records, topping $200 a barrel in Europe. Faced with higher fuel costs and lower supply, airlines have axed thousands of flights; grounded older, less-efficient aircraft; and raised airfares. Further cancellations may be around the corner. Which markets are seeing the biggest disruption? Asia has been hit particularly hard since it normally receives the majority of the crude oil shipped through the Strait of Hormuz. Asian refineries’ output of jet fuel and kerosene fell to 2.9 million barrels a day in April, a decline of more than half-a-million barrels a day from February, according to figures from the OilX service of Energy Aspects. Europe is under pressure, as well. Refineries there have been closing for years, unable to compete with bigger and more-efficient plants in Asia. About 40% of the jet fuel used by the European Union is imported, and half of that typically comes through Hormuz. Shell Plc said refineries in Europe are maximizing jet-fuel production. The region has also been purchasing more barrels from North America and Africa , according to data from Vortexa. But it’s unclear how well these supplies will hold up going forward, especially as jet fuel demand typically rises during the summer. If Europe is unable to replace more than half of its lost Middle East supply, its jet fuel inventories could re...
Iryna Tolmachova/iStock Editorial via Getty Images Aritzia ( ATZ:CA ) ( ATZAF ) recently reported 4QFY26 revenue and earnings both coming well above consensus, driven by accelerated comp growth and operating leverage. More importantly, management issued a very strong outlook, guiding a 30% Q1 comp acceleration, despite the persistent tariff pressure, and this led to an across-the-board target pric...
Iryna Tolmachova/iStock Editorial via Getty Images Aritzia ( ATZ:CA ) ( ATZAF ) recently reported 4QFY26 revenue and earnings both coming well above consensus, driven by accelerated comp growth and operating leverage. More importantly, management issued a very strong outlook, guiding a 30% Q1 comp acceleration, despite the persistent tariff pressure, and this led to an across-the-board target price hike and re-rating on the stock. The stock has been up +26% YTD and more than doubled since we last published ( See Link ). Our thesis on ATZ is that the company is uniquely positioned in the global fashion landscape by focusing on everyday affordable luxury that caters to a larger audience seeking superior value propositions than the luxury and the sub-luxury categories. Yet, ATZ’s unique position differentiates itself from the mid-market and the fast fashion segments susceptible to disruption from the growing presence of Chinese cross-border e-commerce platforms such as Shein and Temu. We believe there is still room for upside on the back of accelerated Q1 comp guidance, given that ATZ’s investment in a unique and differentiated store concept, diversified product assortment, and, more importantly, growing brand awareness in the US are starting to pay dividends. We update our target price on ATZ from $88/share to $150/share, based on a 35x forward P/E multiple. This implies a ~38% upside from the current level. More on valuation below. There are two key risks to our thesis: First, ATZ has been successful in gaining US consumer mindshare despite the persistent tariff risk and the elasticity involving consumer discretionary spending in light of the elevated fuel cost. Incremental successes are likely to be heavily dependent upon continued execution across product assortment and marketing so that ATZ’s value proposition remains differentiated vs. the other specialty apparel brands. Failure to simultaneously manage these dynamic factors could lead to a slowdown in comp growt...
Investors choosing between State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NASDAQ:NZAC) and iShares Core MSCI Emerging Markets ETF (NYSEMKT:IEMG) must weigh a global climate-tilted strategy against broad emerging markets exposure. Both funds provide international equity exposure but with fundamentally different goals. NZAC targets a "net-zero" strategy by filtering global stocks for climate...
Investors choosing between State Street SPDR MSCI ACWI Climate Paris Aligned ETF (NASDAQ:NZAC) and iShares Core MSCI Emerging Markets ETF (NYSEMKT:IEMG) must weigh a global climate-tilted strategy against broad emerging markets exposure. Both funds provide international equity exposure but with fundamentally different goals. NZAC targets a "net-zero" strategy by filtering global stocks for climate risk, while IEMG serves as a low-cost cornerstone for investors seeking large-, mid-, and small-cap companies specifically within developing nations. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. Continue reading
Target Hospitality (TH) delivered earnings and revenue surprises of -14.74% and -1.69%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Target Hospitality (TH) delivered earnings and revenue surprises of -14.74% and -1.69%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
FS KKR Capital (FSK) delivered earnings and revenue surprises of -6.82% and -3.16%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
FS KKR Capital (FSK) delivered earnings and revenue surprises of -6.82% and -3.16%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Sally Beauty (SBH) delivered earnings and revenue surprises of +6.46% and +0.46%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Sally Beauty (SBH) delivered earnings and revenue surprises of +6.46% and +0.46%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?