Memory price hikes are likely to become “the new normal” for the next few years, according to an executive at storage giant Seagate Technology, as the artificial intelligence boom of the past two to three years pushes the industry into what he described as a supercycle. “It’s hard to tell if it will last forever,” Ban-Seng Teh, Seagate’s chief commercial officer, told the South China Morning Post....
Memory price hikes are likely to become “the new normal” for the next few years, according to an executive at storage giant Seagate Technology, as the artificial intelligence boom of the past two to three years pushes the industry into what he described as a supercycle. “It’s hard to tell if it will last forever,” Ban-Seng Teh, Seagate’s chief commercial officer, told the South China Morning Post. The current cycle was “very unusual because in the past we went through cycles of shortage and oversupply”, he said. The company, which mainly produces hard drives that store data on disks, had “definitely seen increasing costs” due to rising DRAM prices, Teh said, although its own usage of DRAM was “very small” compared with that of computer makers or data-centre operators. Advertisement DRAM, or dynamic random-access memory, is a type of chip that allows rapid storage and retrieval of vast amounts of data. In the first quarter of 2026, prices of server DRAM were expected to surge by around 90 per cent from the previous quarter – the steepest increase on record – according to market intelligence firm TrendForce. Advertisement The surge has been fuelled by booming demand from AI data centres, which require far more memory to feed graphics processors used in training and running large language models. Teh said volatile oil prices driven by turmoil in the Middle East had also had a significant impact. Crude prices briefly surged to nearly US$120 a barrel on Monday, the highest level in four years, before retreating to below US$100.
Karol Wojcik/iStock via Getty Images Introduction I have been positive about Vallourec ( VLOUF ) ( VLOWY ) since a few years now as the producer of seamless steel tubes (mainly used in the oil and gas production industry) was working on a turnaround plan . Expensive plants in Europe were closed and production was moved to Brazil, to be closer to some of its main customers (and the access to cheape...
Karol Wojcik/iStock via Getty Images Introduction I have been positive about Vallourec ( VLOUF ) ( VLOWY ) since a few years now as the producer of seamless steel tubes (mainly used in the oil and gas production industry) was working on a turnaround plan . Expensive plants in Europe were closed and production was moved to Brazil, to be closer to some of its main customers (and the access to cheaper power and labour obviously also was a consideration). The company recently published its FY 2025 results, and that’s a good reason to have a look at the underlying cash flow performance. Yahoo Finance Vallourec has its primary listing in France, where it is trading on Euronext Paris with VK as its ticker symbol. The average daily volume in France is approximately 700,000 shares per day, making it the most liquid listing to trade in the company’s shares. I will use the Euro as base currency throughout this article. Definitely a satisfying result in a weak year for oil Vallourec reported a total EBITDA of 214M EUR in the final quarter of 2025, which is just above the midpoint of the guidance. As expected, the EBITDA margin remains robust at 21%, and that was in a quarter wherein the oil price was trading in the $60 range. In my previous articles I focused on Vallourec’s free cash flow performance, and that also is the key focus in this update. As you can see below, Vallourec reported a total operating cash flow of 560M EUR in FY 2025, but this includes an 187M EUR contribution from working capital changes while the company paid 24M less in taxes than it actually owed. Vallourec Investor Relations Additionally, we should deduct the 27M EUR in lease payments. This results in an adjusted operating cash flow of 322M EUR. We also see a total capex of 176M EUR, resulting in a net free cash flow of 146M EUR. That’s a somewhat disappointing result at first sight, but there are a few elements that need additional color. First of all, the company used 107M EUR in provisions as part o...
Most seniors who turn 65 get coverage either through traditional Medicare or a Medicare Advantage plan. Whether you already have this insurance in place or are signing up for Medicare for the first time this year, there are certain key rules that govern the program in 2026. Here's what you need to know. 1. Medicare premiums are going up The first key rule change that you need to be aware of is tha...
Most seniors who turn 65 get coverage either through traditional Medicare or a Medicare Advantage plan. Whether you already have this insurance in place or are signing up for Medicare for the first time this year, there are certain key rules that govern the program in 2026. Here's what you need to know. 1. Medicare premiums are going up The first key rule change that you need to be aware of is that Medicare Part B premium costs are going up in 2026. Medicare Part B covers outpatient care, such as doctor visits. Medicare premiums increase in most years because of the rising costs of medical care. In 2026, however, the increase is substantial. Premiums went up nearly 10%, rising from $185 in 2025 to $202.90 in 2026. This is the standard premium, while high earners pay an additional charge. If you're collecting Social Security, premiums are generally taken right out of your checks. With the 2.8% Social Security COLA, you won't see your check go down, but you will see some of your annual cost-of-living adjustment disappear. 2. Medicare deductibles are rising Medicare deductibles are also increasing in 2026. Deductibles are the amount that seniors pay out of pocket for services before Medicare pays for the remainder of the covered costs. This year, the deductible for Medicare Part B beneficiaries is increasing by $26. While the annual deductible was $257 in 2025, it's going up to $283 in 2026. The annual deductible for Medicare Part A is also going up, as well. Medicare Part A pays for hospital and inpatient care. The deductible for Part A, which you'll have to pay if you're admitted to a hospital, is increasing from $1,676 in 2025 to $1,736 in 2026. This is extra money you must pay out of your Social Security or retirement plans. 3. Certain Medicare services will need preapproval in 2026 Finally, another key rule change has to do with prior authorizations. Original Medicare rarely requires prior authorizations, but Medicare Advantage plans often cover services only if y...
Tuesday, March 10th, 2026 With assurances that the war in Iran will be a short-lived “excursion,” oil prices yesterday pulled back from their highest levels in almost 20 years — the first drop in oil prices since the U.S. and Israel initiated their attacks on Iran a week and a half ago. This helped moved markets forward to start the new trading week: +0.50% on the blue-chip Dow, +1.38% on the S&P ...
Tuesday, March 10th, 2026 With assurances that the war in Iran will be a short-lived “excursion,” oil prices yesterday pulled back from their highest levels in almost 20 years — the first drop in oil prices since the U.S. and Israel initiated their attacks on Iran a week and a half ago. This helped moved markets forward to start the new trading week: +0.50% on the blue-chip Dow, +1.38% on the S&P 500 and +0.38% on the tech-heavy Nasdaq. We began early-morning trading in decent shape today, as well, but this has turned back down into the red at this hour: -0.32% on the Dow, -0.28% on the S&P 500, -0.15% on the Nasdaq and -0.64% on the small-cap Russell 2000. Oil prices are also higher than where they were in the early trading hours, but still -4% on the WTI and -5% on Brent crude — to $90.75 per barrel (/bbl) and $93.64/bbl, respectively. Early Monday, we saw these oil prices elevated as high as $119/bbl, which was beyond the heights we saw in the months following Russia’s invasion of Ukraine four years ago. We’d have to go back to the first half of 2008, when we saw oil prices up as high as $147/bbl, prior to the financial collapse in the second half of that year. Retail Numbers Healthy for February… The National Retail Federation (NRF), the world’s largest retail trade association, released its monthly numbers in this morning’s NRF Retail Monitor for February. On both headline and core (which subtracts restaurant checks, autos and gasoline from their tally), we saw growth of +0.3%, 10 basis points (bps) higher month over month. Year over year, +6.2% on headline and +5.9% on core followed the +5.7% and +5.5%, respectively from the January NRF report. This was led by Digital Products +1.0% last month, followed by Clothing & Accessories +0.7% and Health/Personal Care +0.5%. Only Home Furnishings came in negative for February: -0.3%. …but Optimism Dips Early this morning, the NFIB Small-Business Optimism Index came up slightly short of estimates for February: 98.8 vers...
New designer’s kid-in-a-candy-store enthusiasm is evident in confident colours and loosened silhouettes A building site, but make it chic: that was the set for Chanel’s Paris fashion week show. Cranes in Meccano-bright colours towered over the catwalk, their reflection shimmering sequin-bright on an opalescent floor that was inspired by Monet, according to the designer Matthieu Blazy. (Monet has b...
New designer’s kid-in-a-candy-store enthusiasm is evident in confident colours and loosened silhouettes A building site, but make it chic: that was the set for Chanel’s Paris fashion week show. Cranes in Meccano-bright colours towered over the catwalk, their reflection shimmering sequin-bright on an opalescent floor that was inspired by Monet, according to the designer Matthieu Blazy. (Monet has been a backstage buzzword at Dior and Chanel this week, as the two giants battle for bragging rights over French culture.) Fashion week loves a visual metaphor. Blazy, who arrived at Chanel last year, is rebuilding the designer, and having fun with it. The invitation for the show was a tiny stainless steel tape measure on a pendant. He has immersed himself in house history – Cocology? – and after the show, greeted reporters clutching a folded print out of an interview Coco Chanel gave to Le Figaro in 1955. Bruno Pavlovsky, president of fashion and a grandee of the brand since 1990, remarked that he had never come across this interview before Blazy brought it to him. Blazy’s kid-in-a-candy-store enthusiasm is infectious, and the city’s Chanel boutiques have been packed all week. A simple cotton shirt embroidered with the Chanel name is sold out, at a price of 3,900 euros. New season bags are limited to one per customer – a policy designed, the company says, to limit resale at even higher prices. Continue reading...
Russia is set to be the first big winner from the Middle East war that sent oil prices above $100 a barrel. The gains should soon be reflected in flows to the Kremlin’s war chest, after its Black Sea export terminal was repaired following a Ukrainian drone strike. Moscow is benefiting from the double win of soaring prices for global benchmarks, which also lifted Russian export prices, and the addi...
Russia is set to be the first big winner from the Middle East war that sent oil prices above $100 a barrel. The gains should soon be reflected in flows to the Kremlin’s war chest, after its Black Sea export terminal was repaired following a Ukrainian drone strike. Moscow is benefiting from the double win of soaring prices for global benchmarks, which also lifted Russian export prices, and the additional benefit of a US tariff waiver that allows Indian refiners to buy Russian crude that’s already on tankers. That measure should help to clear the flotilla of idling tankers full of Russian crude, while further sanctions easing could follow, if flows of Middle Eastern crude through the Strait of Hormuz don’t resume soon. Still, President Vladimir Putin urged Russian energy producers to use the windfall wisely, cautioning that “the current high commodity prices are certainly temporary.” The price gains were more than offset by a slump in flows last week, driven by a week-long halt to shipments from the Sheskharis oil terminal at Novorossiysk on the Black Sea after a Ukrainian drone attack on the night of March 1-2. Flows resumed at the weekend, but too late to prevent a slump in shipments. In the latest data, Russia’s seaborne exports averaged 3.26 million barrels a day in the four weeks to March 8, according to vessel-tracking data compiled by Bloomberg. That’s down by about 200,000 barrels a day from the period to March 1 and more than 600,000 barrels a day below the pre-Christmas peak. The easing of sanctions on Indian refiners led to a number of tankers heading toward the Strait of Malacca to U-turn and steam back toward India. Most of those ships have yet to arrive, so they won’t show up in import figures for another week or so. The backlog of tankers full of Russian crude has been stable at about 140 million barrels since mid-December, up by about 60 million barrels, or around 65%, since the end of August. The amount of Russian oil at sea could fall as quickly as i...
Shareholders of Canadian airline and vacation provider Transat AT Inc. rejected Quebec billionaire Pierre Karl Péladeau ’s proposal to take partial control of the board. In December, Péladeau’s family office, Financière Outremont Inc., called for an investor meeting and proposed cutting the board to six directors, including three of its own nominees. None of Péladeau’s nominees were elected, and i...
Shareholders of Canadian airline and vacation provider Transat AT Inc. rejected Quebec billionaire Pierre Karl Péladeau ’s proposal to take partial control of the board. In December, Péladeau’s family office, Financière Outremont Inc., called for an investor meeting and proposed cutting the board to six directors, including three of its own nominees. None of Péladeau’s nominees were elected, and investors voted against his proposal to shrink the board, Transat said Tuesday at its annual meeting. Financière Outremont has a 9.5% stake. Transat had proposed resizing the board to eight seats from 11, with four new and four returning members. All were elected. The company’s shares initially rose but then reversed and were down 1.2% to C$2.41 in early afternoon trading in Toronto. In 2019, the company agreed to be taken over by Air Canada for C$18 a share, but the deal fell apart during the Covid pandemic. “This outcome delivers the necessary stability, experience and oversight for Transat to complete its multiyear transformation and move to the next phase of its strategy to drive profitable growth,” Daniel Desjardins, a director of Transat, said in a statement. Two of the company’s largest shareholders, Fonds de Solidarité des Travailleurs du Québec and Caisse de Depot et Placement du Quebec , had publicly sided with Transat, and proxy advisory firms Glass Lewis & Co. and Institutional Shareholder Services had recommended voting for the airline’s eight nominees. Read More: Billionaire Peladeau Still Wants Transat After Long Pursuit Transat, which has yet to fully repay a large debt to the Canadian government incurred during the pandemic, has been hit by recent travel disruptions, particularly in Cuba due to fuel shortages. Higher jet fuel prices are likely to weigh on the firm’s performance this year. Péladeau, whose wealth comes mostly from a controlling stake in telecom and media company Quebecor Inc. , has made multiple attempts to gain control of Transat. “We will mo...
MELI’s earnings estimate revisions reflect a downward trend, indicating cautious sentiment. The Zacks Consensus Estimate for first-quarter 2026 earnings is pegged at $11.11 per share, which has declined 17.9% over the past 30 days. A similar trend is seen for the full year 2026, as the estimate has been revised 0.5% downward over the same period to $59.21 per share. MercadoLibre’s recent profitabi...
MELI’s earnings estimate revisions reflect a downward trend, indicating cautious sentiment. The Zacks Consensus Estimate for first-quarter 2026 earnings is pegged at $11.11 per share, which has declined 17.9% over the past 30 days. A similar trend is seen for the full year 2026, as the estimate has been revised 0.5% downward over the same period to $59.21 per share. MercadoLibre’s recent profitability trends reflect the company’s deliberate strategy of investing heavily to strengthen its ecosystem and pursue long-term growth opportunities. Its operating income growth has been affected by substantial spending on strategic initiatives across commerce and fintech. In the fourth quarter of 2025, operating income reached $889 million, but margins declined 340 basis points year over year as the company stepped up investments in logistics, credit expansion and other growth initiatives. However, these investments aim to enhance market share and reinforce its competitive advantages throughout Latin America. A major source of margin pressure stems from strategic initiatives, including lowering the free-shipping threshold in Brazil, expanding cross-border trade, scaling its first-party retail operations and accelerating the rollout of credit cards. The combined impact of these initiatives reduced operating margins by roughly five to six percentage points in the fourth quarter of 2025. MercadoLibre ’s MELI shares have lost 12.6% in the past month, much wider than the S&P 500 composite’s decline of 3% and the Internet – Commerce industry’s marginal 0.1% growth. MercadoLibre’s recent decline reflects a few key investor concerns. The company continues to invest heavily in logistics, technology and financial services, which is putting pressure on margins in the near term. At the same time, the rapid expansion of its lending business increases the potential for credit risk if economic conditions weaken. In addition, broader macroeconomic volatility across Latin America could affect ...
A look at the weighted underlying holdings of the iShares U.S. Thematic Rotation Active ETF (Symbol: THRO) shows an impressive 18.6% of holdings on a weighted basis have experienced insider buying within the past six months. Marvell Technology Inc (Symbol: MRVL), which makes up 3.01% of the iShares U.S. Thematic Rotation Active ETF (Symbol: THRO), has seen 3 directors and officers purchase shares ...
A look at the weighted underlying holdings of the iShares U.S. Thematic Rotation Active ETF (Symbol: THRO) shows an impressive 18.6% of holdings on a weighted basis have experienced insider buying within the past six months. Marvell Technology Inc (Symbol: MRVL), which makes up 3.01% of the iShares U.S. Thematic Rotation Active ETF (Symbol: THRO), has seen 3 directors and officers purchase shares in the past six months, according to the recent Form 4 data. The ETF holds a total of $216,340,234 worth of MRVL, making it the #34 largest holding. The table below details the recent insider buying activity observed at MRVL: MRVL — last trade: $92.65 — Recent Insider Buys: Purchased Insider Title Shares Price/Share Value 09/25/2025 Sandeep Bharathi President, Data Center Group 3,400 $78.03 $265,302 09/25/2025 Chris Koopmans President and COO 6,800 $78.03 $530,604 09/25/2025 Matthew J. Murphy Chairman of the Board and CEO 13,600 $77.09 $1,048,424 And Expand Energy Corp (Symbol: EXE), the #48 largest holding among components of the iShares U.S. Thematic Rotation Active ETF (Symbol: THRO), shows 2 directors and officers as recently filing Form 4's indicating purchases. The ETF holds $182,996,496 worth of EXE, which represents approximately 2.54% of the ETF's total assets at last check. The recent insider buying activity observed at EXE is detailed in the table below: EXE — last trade: $107.87 — Recent Insider Buys: Purchased Insider Title Shares Price/Share Value 02/19/2026 Matthew Gallagher Director 1,000 $100.66 $100,660 03/06/2026 Michael Wichterich Interim President and CEO 2,000 $107.50 $215,000 10 ETFs With Stocks That Insiders Are Buying » Also see: Warren Buffett Dividend Stock Portfolio AEYE Earnings History Institutional Holders of NJAN The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Looking at the universe of stocks we cover at Dividend Channel, on 3/15/22, SFL Corporation Ltd (Symbol: SFL) will trade ex-dividend, for its quarterly dividend of $0.20, payable on 3/29/22. As a percentage of SFL's recent stock price of $10.29, this dividend works out to approximately 1.94%, so look for shares of SFL Corporation Ltd to trade 1.94% lower — all else being equal — when SFL shares op...
Looking at the universe of stocks we cover at Dividend Channel, on 3/15/22, SFL Corporation Ltd (Symbol: SFL) will trade ex-dividend, for its quarterly dividend of $0.20, payable on 3/29/22. As a percentage of SFL's recent stock price of $10.29, this dividend works out to approximately 1.94%, so look for shares of SFL Corporation Ltd to trade 1.94% lower — all else being equal — when SFL shares open for trading on 3/15/22. In general, dividends are not always predictable; but looking at the history above can help in judging whether the most recent dividend from SFL is likely to continue, and whether the current estimated yield of 7.77% on annualized basis is a reasonable expectation of annual yield going forward. The chart below shows the one year performance of SFL shares, versus its 200 day moving average: Looking at the chart above, SFL's low point in its 52 week range is $6.67 per share, with $10.665 as the 52 week high point — that compares with a last trade of $10.32. In Friday trading, SFL Corporation Ltd shares are currently trading flat on the day. Click here to learn which 25 S.A.F.E. dividend stocks should be on your radar screen » The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Instagram and Facebook owner Meta Platforms Inc (NASDAQ:META) has reportedly acquired Moltbook, a social network built for AI agents rather than humans, in a deal that will bring its founders into the company's secretive artificial intelligence division. The purchase, reported by Axios, will...
Instagram and Facebook owner Meta Platforms Inc (NASDAQ:META) has reportedly acquired Moltbook, a social network built for AI agents rather than humans, in a deal that will bring its founders into the company's secretive artificial intelligence division. The purchase, reported by Axios, will...
全美地产经纪商协会周二公布，2月包括单户住宅、联排别墅、公寓及合作公寓在内的成屋销售总量经季节调整后环比增长1.7%，折合成年率为409万户，高于1月经修正后的402万户。销售增速超出预期；根据共识预期，经济学家此前预计为389万户。不过报告显示，成屋销售较去年同期仍下降1.4%。 全美地产经纪商协会首席经济学家Dr． Lawrence Yun表示：“住房负担能力正在改善，消费者对此作出反应。但要...
全美地产经纪商协会周二公布，2月包括单户住宅、联排别墅、公寓及合作公寓在内的成屋销售总量经季节调整后环比增长1.7%，折合成年率为409万户，高于1月经修正后的402万户。销售增速超出预期；根据共识预期，经济学家此前预计为389万户。不过报告显示，成屋销售较去年同期仍下降1.4%。 全美地产经纪商协会首席经济学家Dr． Lawrence Yun表示：“住房负担能力正在改善，消费者对此作出反应。但要恢复到疫情前的交易活动水平仍有很长的路要走。目前就业岗位较2019年增加逾600万个，但年度房屋销售量却减少了100万套。” Dr． Lawrence Yun补充称：“尽管房屋销售略有增长，但相较于薪资增 长和 就业增加，实际住房需求仍然低迷。目前薪资涨幅已超过房价涨幅近四个百分点。抵押贷款利率也较去年同期显著下降。” 责任编辑：张俊 SF065
Image source: The Motley Fool. Tuesday, Mar. 10, 2026 at 9 a.m. ET Call participants Chief Executive Officer — Dylan Taylor Chief Financial Officer — Filipe de Sousa Chief Strategy Officer — Adi Padva Takeaways Total net sales -- Increased 15% year over year, with 33% growth when excluding the wind-down of the legacy NASA services contract in Space Solutions. -- Increased 15% year over year, with ...
Image source: The Motley Fool. Tuesday, Mar. 10, 2026 at 9 a.m. ET Call participants Chief Executive Officer — Dylan Taylor Chief Financial Officer — Filipe de Sousa Chief Strategy Officer — Adi Padva Takeaways Total net sales -- Increased 15% year over year, with 33% growth when excluding the wind-down of the legacy NASA services contract in Space Solutions. -- Increased 15% year over year, with 33% growth when excluding the wind-down of the legacy NASA services contract in Space Solutions. Defense and National Security segment growth -- Net sales rose 59% year over year, mainly led by Next Generation Interceptor and classified programs. -- Net sales rose 59% year over year, mainly led by Next Generation Interceptor and classified programs. Space Solutions segment -- Net sales declined 36% year over year due to the planned conclusion of a legacy NASA services contract. -- Net sales declined 36% year over year due to the planned conclusion of a legacy NASA services contract. Backlog -- Reached $266 million at year-end, up 33% year over year and 41% sequentially from the prior quarter, supporting increased revenue visibility. -- Reached $266 million at year-end, up 33% year over year and 41% sequentially from the prior quarter, supporting increased revenue visibility. Adjusted EBITDA (full year) -- Loss of $69.9 million compared to a $30 million loss in the prior year, reflecting increased R&D, hiring, and infrastructure investments. -- Loss of $69.9 million compared to a $30 million loss in the prior year, reflecting increased R&D, hiring, and infrastructure investments. Adjusted EPS (full year) -- Loss of $2.05 compared to a $5.72 loss, with improved per-share results reflecting a higher post-IPO share count. -- Loss of $2.05 compared to a $5.72 loss, with improved per-share results reflecting a higher post-IPO share count. Innovation spend -- Over 20% of revenue allocated to internally and customer-funded R&D during the period, with plans to increase that rate fur...
A company's own top management tend to have the best inside view into the business, so when company officers make major buys, investors are wise to take notice. Presumably the only reason an insider would take their hard-earned cash and use it to buy stock of their company in the open market, is that they expect to make money — maybe they find the stock very undervalued, or maybe they see exciting...
A company's own top management tend to have the best inside view into the business, so when company officers make major buys, investors are wise to take notice. Presumably the only reason an insider would take their hard-earned cash and use it to buy stock of their company in the open market, is that they expect to make money — maybe they find the stock very undervalued, or maybe they see exciting progress within the company, or maybe both. So in this series we look at the largest insider buys by the ''top brass'' over the trailing six month period, one of which was a total of $1M by Timothy C. Gokey, CEO at Broadridge Financial Solutions (Symbol: BR). Purchased Insider Title Shares Price/Share Value 03/06/2026 Timothy C. Gokey CEO 5,300 $194.49 $1,030,794.35 Gokey's average cost works out to $194.49/share. In trading on Tuesday, bargain hunters could buy shares of Broadridge Financial Solutions (Symbol: BR) and achieve a cost basis lower than Gokey, with shares changing hands as low as $187.89 per share. Shares of Broadridge Financial Solutions were changing hands at $186.58 at last check, trading down about 4% on Tuesday. The chart below shows the one year performance of BR shares, versus its 200 day moving average: Looking at the chart above, BR's low point in its 52 week range is $163.71 per share, with $271.91 as the 52 week high point — that compares with a last trade of $186.58. The current annualized dividend paid by Broadridge Financial Solutions is $3.9/share, currently paid in quarterly installments, and its most recent dividend has an upcoming ex-date of 03/16/2026. Below is a long-term dividend history chart for BR, which can be of good help in judging whether the most recent dividend with approx. 2.1% annualized yield is likely to continue. Click here to find out which other top insider buys by the ''top brass'' you need to know about » Also see: CRY Historical Stock Prices Climb Bio Past Earnings Funds Holding ALDS The views and opinions express...
Nigel Farage has been accused of making a U-turn after he said Britain should not get involved in Donald Trump’s war with Iran. His comments on Tuesday contrasted with his previous assertion that the “gloves need to come off” when dealing with Iran. A Labour party spokesperson said: “Reform wanted the UK to go to war in Iran and are now trying to cover up the consequences for British families, inc...
Nigel Farage has been accused of making a U-turn after he said Britain should not get involved in Donald Trump’s war with Iran. His comments on Tuesday contrasted with his previous assertion that the “gloves need to come off” when dealing with Iran. A Labour party spokesperson said: “Reform wanted the UK to go to war in Iran and are now trying to cover up the consequences for British families, including higher fuel prices.” While Farage has insisted he does not heed public opinion, a YouGov poll showed Reform’s 2024 voters are split, with nearly a quarter (24%) wanting the UK to actively join the attack on Iran and 63% supporting either a retaliatory or defensive position. The conflict has exposed existing fault lines among senior Reform figures over foreign policy and the extent to which the UK should take a more isolationist “Britain First” position – an echo of splits in Trump’s own conservative base in the US. Here is what key figures have said. Nigel Farage On Tuesday, Farage said: “There are differing opinions as to whether we should physically join the attacks. I, as leader, am saying to you, if we can’t even defend Cyprus, let’s not get ourselves involved in another foreign war.” This contrasts with his first public comments after the start of the war, when he said that he was in favour of “regime change” in Iran and told a press conference in Westminster: “We should do all we can to support the operation.” Richard Tice Reform’s deputy leader has taken a gung-ho stance from the start. In recent years, he has split his time between his Lincolnshire constituency and Dubai, where his partner lives. “We would be helping the Americans and the Israelis in any way they saw appropriate because this is a strategic, permanent threat to all of our safety and interest,” he has said. “If requests were made, we would have been saying: ‘Yes, we are pleased to help.’” Robert Jenrick The former Conservative minister and Reform Treasury spokesperson laid out an explicitly “ha...
Sergey Shulgin/iStock via Getty Images Investment thesis Note: This is an update to my previous article. Crexendo (NASDAQ: CXDO ) is at a point where its software continues to grow 20-25% organically, while AI can enhance its value proposition with less investment. Also, they have recently begun making acquisitions to accelerate growth, paying with cash at a reasonable price, which positions the c...
Sergey Shulgin/iStock via Getty Images Investment thesis Note: This is an update to my previous article. Crexendo (NASDAQ: CXDO ) is at a point where its software continues to grow 20-25% organically, while AI can enhance its value proposition with less investment. Also, they have recently begun making acquisitions to accelerate growth, paying with cash at a reasonable price, which positions the company as a buy opportunity due to its high growth rate at a fair valuation. Where's the operating leverage? It's been over a year since I first covered Crexendo and the stock has performed well even considering the volatility we're experiencing in the market. During this time we have seen the emergence of AI as a code generator, something that has raised questions about the commoditization of software in the future and has hit software stocks a lot, although Crexendo has not been affected too much, at least in terms of the stock price. That's why I think its worth discussing this and catching up on the results the company has reported over the last five quarters since I last covered it. Seeking Alpha At the beginning of March , Crexendo reported its Fiscal Year 2025 results, which showed sales growth of 12%, up from the 14% growth reported in fiscal year 2024. Notably, the software segment, which has better gross margins and is paid by the customer as a recurring subscription, grew by 18% and already represented 45% of sales in the quarter, compared to 43% a year before. This will be important for the company to achieve recurring sales with higher margins in the future. One aspect that somewhat disappointed me was seeing that operating leverage wasn't having enough of an effect. At this point I expected to see margins at an all-time high, but instead we see that the operating margin has remain at 6-7% for a couple quarters now. This is surprising considering that the software segment has higher margins and is becoming more important in sales, so in theory, this shift shoul...
photosvit Shares of Rivian Automotive ( RIVN ) were gaining ground on Tuesday and notched an 8% gain thanks to an upgrade at TD Cowen to Buy from Hold amid expectations for favorable demand projections for the company’s R2 mid-sized SUV. Rivian ( RIVN ) will debut the R2 on Thursday at SXSW in Austin, Texas, with pricing expected to place the vehicle competitively with Tesla’s ( TSLA ) Model Y, th...
photosvit Shares of Rivian Automotive ( RIVN ) were gaining ground on Tuesday and notched an 8% gain thanks to an upgrade at TD Cowen to Buy from Hold amid expectations for favorable demand projections for the company’s R2 mid-sized SUV. Rivian ( RIVN ) will debut the R2 on Thursday at SXSW in Austin, Texas, with pricing expected to place the vehicle competitively with Tesla’s ( TSLA ) Model Y, the Hyundai (HYMTF) Ioniq5, and the Ford ( F ) Mustang Mach-E. “Our newly introduced Rivian R2 model suggests full scale US demand in the 212K to 335K range, supporting an above-consensus 2027 outcome,” TD Cowen analyst Itay Michaeli said in a note to clients, with his expectations exceeding consensus estimates for the vehicle. Accordingly, Michaeli believes this will narrow the company’s anticipated 2027 EBITDA loss and lead to a higher terminal multiple of 17x versus 14.5x. With shares down more than 10% so far this year, Michaeli believes the stock now presents a favorable risk/reward. Michaeli raised his price target for Rivian by 18% to $20, suggesting a 26% upside from Monday’s close. More on Rivian Rivian Automotive, Inc. (RIVN) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Rivian Automotive, Inc. (RIVN) Presents at J.P. Morgan 2026 Global Leveraged Finance Conference Transcript Rivian Automotive's Drive Higher Doesn't Mean This Bumpy Ride Is Over Rivian hopes to make a splash at SXSW with the R2 launch Affordability and EVs: Industry leaders look to cheaper EVs to reignite demand
ASML Holding (NASDAQ:ASML) stock tumbled 5.5% last Friday after reports surfaced that top Chinese semiconductor executives are urging national policies to develop “China’s ASML.” The Dutch company’s monopoly on extreme ultraviolet (EUV) lithography equipment is the only way chipmakers can produce the advanced semiconductors powering AI workloads. Without ASML’s machines, Taiwan Semiconductor Manuf...
ASML Holding (NASDAQ:ASML) stock tumbled 5.5% last Friday after reports surfaced that top Chinese semiconductor executives are urging national policies to develop “China’s ASML.” The Dutch company’s monopoly on extreme ultraviolet (EUV) lithography equipment is the only way chipmakers can produce the advanced semiconductors powering AI workloads. Without ASML’s machines, Taiwan Semiconductor Manufacturing (NYSE: TSM), ... Why ASML Investors Shouldn’t Worry About Competition From China
Apple currently assembles all models of the latest iPhone 17 series in India. Credit: Erman Gunes/Shutterstock.com. Apple has expanded its iPhone manufacturing capabilities in India, now producing approximately 25% of its global output in the country, after increasing local output by 53% compared to the previous year, reported Bloomberg. This development signifies the company’s strategic shift to ...
Apple currently assembles all models of the latest iPhone 17 series in India. Credit: Erman Gunes/Shutterstock.com. Apple has expanded its iPhone manufacturing capabilities in India, now producing approximately 25% of its global output in the country, after increasing local output by 53% compared to the previous year, reported Bloomberg. This development signifies the company’s strategic shift to reduce reliance on China and mitigate associated tariffs. According to sources familiar with the matter, in 2025, the company assembled around 55 million iPhones in India, up from 36 million in 2024. Worldwide, Apple manufactures between 220 million and 230 million iPhones annually, with India’s contribution rising substantially. The shift towards Indian manufacturing follows ongoing US tariffs on Chinese exports amid the trade dispute between the two countries, which has prompted Apple and its suppliers to relocate a greater share of production for the American market outside China. India has emerged as a significant alternative, driven partly by government production-linked incentive programmes aiming to boost electronics manufacturing and exports. GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence Although Apple continues to produce most iPhones in China, costs for components and assembly remain higher in India compared to China and Vietnam. This cost disparity has led manufacturers such as Apple and Samsung Electronics to seek further support from the Indian government. Talks are ongoing regarding additional incentives as existing smartphone subsidies are set to expire on 31 March. Changes in US policy regarding tariffs on Chinese exports are also influencing these discussions as India seeks to maintain competitiveness. Apple currently assembles all models of the latest iPhone 1...
The Magnificent Seven, the Lag-nificent Seven, the Terrific or Terrible Two, whatever you want to call them, they’re no longer the darlings of this market. With President Trump recently saying things like the Iran war will be over “pretty quickly,” though, perhaps there is room for hope and a potential comeback in the freshly corrected ... The Mag 7 or Terrific 2? Which Tech Giants are Best Positi...
The Magnificent Seven, the Lag-nificent Seven, the Terrific or Terrible Two, whatever you want to call them, they’re no longer the darlings of this market. With President Trump recently saying things like the Iran war will be over “pretty quickly,” though, perhaps there is room for hope and a potential comeback in the freshly corrected ... The Mag 7 or Terrific 2? Which Tech Giants are Best Positioned for What Comes Next in AI?
NeoLeo The surging costs of memory, combined with a recent increase in prices for CPUs, especially those for entry-level laptops, could prompt retail price increases as high as 40% for mainstream notebooks, according to an analysis by TrendForce. "TrendForce estimates that to preserve existing margin structures for both notebook brands and distribution channels, the retail price of a mainstream no...
NeoLeo The surging costs of memory, combined with a recent increase in prices for CPUs, especially those for entry-level laptops, could prompt retail price increases as high as 40% for mainstream notebooks, according to an analysis by TrendForce. "TrendForce estimates that to preserve existing margin structures for both notebook brands and distribution channels, the retail price of a mainstream notebook with an original MSRP of US$900 could rise by nearly 40%," they said in a Tuesday report. This possible price spike stands at odds with Apple's ( AAPL ) newly released, low-cost MacBook Neo , which launched last week starting at $599. It is powered by the A18 Pro chip built on Taiwan Semiconductor Manufacturing's ( TSM ) advanced 3 nm process. DRAM and SSD typically account for 15% of a mainstream notebook's bill of materials, TrendForce said. However, after several consecutive quarters of price increases, it is expected to account for 30%. The higher prices stem from staggering AI data center demand, which is absorbing much of the memory production and supply chain. At the same time, some CPUs are also seeing higher prices. Intel ( INTC ) recently increased the price on some of its entry-level and older-generation notebook CPUs by 15%, TrendForce said. Intel also plans to increase its CPU prices for mainstream and mid-to-high-end platforms during the second quarter of 2026. "As demand for AI-related computing workloads continues to grow, upstream advanced process and packaging capacity has increasingly been prioritized for high-performance computing products, crowding out supply for some entry-level and lower-end CPUs," TrendForce noted. "This shift has begun to limit supply for certain entry-level and lower-end CPUs, leading to tighter availability for Intel's entry-level notebook platforms." However, the report noted that tier-one brands, such as Apple, have an advantage due to long-term contracts and larger purchasing volumes, which help them secure more stable p...