Arnold Schwarzenegger is to return to the role that launched him as a movie star in a belated third instalment of the Conan the Barbarian franchise. The original film, released in 1982 and adapted from pulpy novels by Robert E Howard, saw the then bodybuilder play the chivalric sword-wielder on a quest for revenge against James Earl Jones’ cult leader Thulsa Doom. View image in fullscreen Spoiling...
Arnold Schwarzenegger is to return to the role that launched him as a movie star in a belated third instalment of the Conan the Barbarian franchise. The original film, released in 1982 and adapted from pulpy novels by Robert E Howard, saw the then bodybuilder play the chivalric sword-wielder on a quest for revenge against James Earl Jones’ cult leader Thulsa Doom. View image in fullscreen Spoiling for fight scenes … Schwarzenegger in 2024. Photograph: Liesa Johannssen/Reuters Schwarzenegger, 78, whose acting work has slowed since he returned to the profession after his stint as the governor of California, announced at the Arnold sports festival in Columbus, Ohio over the weekend that director Christopher McQuarrie, best known for his work on the Mission: Impossible franchise, would take the reins on King Conan. “It’s a great story,” he said, where after sitting on the throne for 40 years, “Conan gets complacent, and now he gets forced out of the kingdom, slowly. Then there’s conflict, of course, and then he somehow comes back, and then there’s all kinds of madness and violence and magic and creatures. “Now, of course, you have all the special effects, and the studio system has plenty of money to make those movies really big.” The first film made $68m and gave rise to a sequel two years later, Conan the Destroyer. A third film was planned in the late 80s, but it felt apart. A 2011 reboot starring Jason Momoa fared badly with critics and at the box office. Schwarzenegger also revealed that he plans to make a return to the Predator series – another early signature role for the star – as well as to 1985’s Commando, in which he played a loyal yet formidable retired Green Beret soldier. In 2019, he also returned to the Terminator franchise for the poorly received Terminator: Dark Fate. Forthcoming projects include martial arts drama Kung Fury 2, opposite Michael Fassbender, and The Man With the Bag, in which he plays a stricken Santa Claus, whose sack is stolen by a petty...
Wheat is showing slight losses across most winter wheat contracts to start Tuesday trade, with spring wheat facing steeper losses. The wheat complex posted Monday losses, with exception to the spring wheat contracts. Chicago SRW futures fell 13 to 14 cents in the nearbys. Open interest showed longs exiting, down 9,348 contracts. KC HRW futures were 3 to 4 cents in the red at the close. OI dropped ...
Wheat is showing slight losses across most winter wheat contracts to start Tuesday trade, with spring wheat facing steeper losses. The wheat complex posted Monday losses, with exception to the spring wheat contracts. Chicago SRW futures fell 13 to 14 cents in the nearbys. Open interest showed longs exiting, down 9,348 contracts. KC HRW futures were 3 to 4 cents in the red at the close. OI dropped 2,931 contracts. There were 5 deliveries issued against March overnight. MPLS spring wheat was up 3 cents in the front months. Crude oil closed the day down $5.85 and more than $33 off the overnight highs. It is down another $5.44 this morning. President Trump signaled the that the ongoing conflict may be nearing an end late on Monday, which pushed prices further. Monday morning’s Export Inspections report showed 496,108 MT (18.23 mbu) of wheat shipped in the week of 3/5. That was 39.94% above the week prior and more than double the same week last year. China was the largest destination of 198,942 MT, with 97,215 MT shipped to Mexico and 56,293 MT to Thailand. The marketing year total is now 19.12 MMT (702.7 mbu) of wheat shipped since June 1, which is 20.2% above the same period last year. Don’t Miss a Day: USDA WASDE data will be out on Tuesday, with traders looking for 926 mbu of wheat stocks for the US, down 5 mbu from last month. The state Crop Progress report from Kanas showed winter wheat conditions slipping another 2 percentage points to 56% gd/ex, with a Brugler500 index a 348, down 5 points from last week. Mar 26 CBOT Wheat closed at $5.98, down 13 1/4 cents, currently unch May 26 CBOT Wheat closed at $6.03 1/4, down 13 1/2 cents, currently down 1 1/2 cents Mar 26 KCBT Wheat closed at $6.07 3/4, down 3 3/4 cents, currently unch May 26 KCBT Wheat closed at $6.19 3/4, down 3 3/4 cents, currently down 1/4 cents Mar 26 MIAX Wheat closed at $6.35 1/2, up 3 cents, currently unch May 26 MIAX Wheat closed at $6.46, up 3 cents, currently down 9 cents On the date of publica...
Corn price action is down 1 to 3 cents so far on Tuesday morning, though more than a nickel off the overnight lows. Futures were down 5 to 9 ½ cents in the front months on Monday, well off the overnight highs. Preliminary open interest was up 38,787 contracts on Monday, heavily in December (+30,379). There were 156 deliveries issued against March corn overnight. The CmdtyView national average Cash...
Corn price action is down 1 to 3 cents so far on Tuesday morning, though more than a nickel off the overnight lows. Futures were down 5 to 9 ½ cents in the front months on Monday, well off the overnight highs. Preliminary open interest was up 38,787 contracts on Monday, heavily in December (+30,379). There were 156 deliveries issued against March corn overnight. The CmdtyView national average Cash Corn price was down 8 cents to $4.10. Crude oil closed the day down $5.85 and more than $33 off the overnight highs. It is down another $5.44 this morning. President Trump signaled the that the ongoing conflict may be nearing an end late on Monday, which pushed prices further. USDA’s FGIS tallied corn export shipments at 1.518 MMT (59.75 mbu) during the week ending on March 5. That was 18.4% below the week prior and 17.7% shy of the same week last year. Mexico was the top destination of 497,964 MT, with 243,022 MT headed to Japan and 203,726 MT to Colombia. Marketing year exports for 2025/26 are 41.21 MMT (1.622 bbu) since September 1, which is now 41.54% above the same period last year. Don’t Miss a Day: USDA’s WASDE will be out on this morning, with traders looking for 2.136 bbu of corn ending stocks for the US, up 9 mbu if realized. Brazilian production is expected to be up ~1 MMT to 132.07 MMT Mar 26 Corn closed at $4.37 1/2, down 9 1/2 cents, currently down 2 3/4 cents Nearby Cash was $4.10, down 8 cents, May 26 Corn closed at $4.53 3/4, down 6 3/4 cents, currently down 1 3/4 cents Jul 26 Corn closed at $4.65 1/2, down 5 1/2 cents, currently down 2 cents On the date of publication, Austin Schroeder did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of...
Soybeans are showing fractional to 2 cent gains early on Tuesday. Futures posted losses of 4 to 5 cents in the front months on Monday, retreating from overnight highs on losses in crude oil. Preliminary open interest was down 4,779 contracts on Monday, mainly in the old crop contracts. There were 114 delivery notices against March beans overnight. The cmdtyView national average Cash Bean price was...
Soybeans are showing fractional to 2 cent gains early on Tuesday. Futures posted losses of 4 to 5 cents in the front months on Monday, retreating from overnight highs on losses in crude oil. Preliminary open interest was down 4,779 contracts on Monday, mainly in the old crop contracts. There were 114 delivery notices against March beans overnight. The cmdtyView national average Cash Bean price was down 5 1/4 cents at $11.21 1/2. Soymeal futures were down 50 cents to $4.30, with Soy Oil futures down 12 to 54. Crude oil closed the day down $5.85 and more than $33 off the overnight highs. It is down another $5.44 this morning. President Trump signaled the that the ongoing conflict may be nearing an end late on Monday, which pushed prices further. US soybean ending stocks are estimated to be trimmed by 6 mbu to 344 mbu in this morning’s WASDE. Brazilian soybean production is estimated to be down ~1 MMT to 179.06 MMT. Don’t Miss a Day: Export Inspections data showed soybean shipments 879,190 MT (32.3 mbu) shipped in the week that ended on March 5. That was down 24.3% from last week, but up 2.5% vs. the same week last year. China was the top destination of 411,462 MT, with 161,746 MT to Egypt and 118,747 MT to Indonesia. Marketing year shipments have totaled 27.09 MMT (995.3 mbu), which is down 29.6% yr/yr. Chinese soybean imports for January and February have totaled 12.55 MMT according to the country’s customs data, down 7.8% from last year. Mar 26 Soybeans closed at $11.80 1/2, down 4 1/2 cents, currently down 5 cents Nearby Cash was $11.21 1/2, down 5 1/4 cents, May 26 Soybeans closed at $11.96 1/4, down 4 1/2 cents, currently up 1 1/4 cents Jul 26 Soybeans closed at $12.09, down 4 cents, currently up 1 1/2 cents On the date of publication, Austin Schroeder did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please ...
Tatyana Abramovich/iStock Editorial via Getty Images Out of crisis comes opportunity . You make most of your money in a bear market. You just don't know it at the time. - Shelby Davis Most great investors, from Warren Buffett to Baron Rothschild, have advised taking a long-term view during market panics. Shelby Davis, one of the most successful retail investors in history, even suggested that most...
Tatyana Abramovich/iStock Editorial via Getty Images Out of crisis comes opportunity . You make most of your money in a bear market. You just don't know it at the time. - Shelby Davis Most great investors, from Warren Buffett to Baron Rothschild, have advised taking a long-term view during market panics. Shelby Davis, one of the most successful retail investors in history, even suggested that most of the gains are made during severe declines. The current geopolitical situation in the Middle East has made many investors fearful. Some of the companies that have experienced the biggest drawdowns are logistics companies like UPS ( UPS ), FedEx ( FDX ), and Deutsche Post ( DHLGY )( DPSTF ). UPS and Deutsche Post are basically in correction territory, having experienced a decline from recent peaks exceeding 10%. While geopolitical uncertainty certainly poses challenges for these companies, the long-term impact is likely to be minimal. When asked during the earnings call , Deutsche Post's CEO acknowledged that the current situation creates turmoil that has to be dealt with, but could also create business opportunities: [...] chaos that needs to be dealt with. As you know, that's also sometimes an opportunity because it creates urgencies for certain cargoes, but it's too early to see how this unfolds. Data by YCharts FY2025 Financial Results Results for fiscal year 2025 were mixed . Revenue experienced a modest 1.6% decline compared to the previous year to €82.8 billion, mostly as a result of a stronger Euro. Meanwhile earnings per share increased 8% year-over-year, thanks to efficiency measures improving profit margins, and a reduction in shares outstanding thanks to the ongoing repurchases. The " Fit-for-growth " efficiency program was said to have contributed more than €600 million to 2025's EBIT. This program involves some network redesigns and other cost optimizations. Management said the program is ahead of schedule, with another €400 million benefit expected to be ac...
Date: March 10, 2026 Introduction In the high-stakes architecture of artificial intelligence, the spotlight often falls on the "brains"—the massive GPUs designed by Nvidia and AMD. However, as the industry moves deeper into 2026, a critical bottleneck has emerged: the "Memory Wall." Without ultra-fast, high-capacity memory to feed these processors, AI performance grinds to a halt. This has placed ...
Date: March 10, 2026 Introduction In the high-stakes architecture of artificial intelligence, the spotlight often falls on the "brains"—the massive GPUs designed by Nvidia and AMD. However, as the industry moves deeper into 2026, a critical bottleneck has emerged: the "Memory Wall." Without ultra-fast, high-capacity memory to feed these processors, AI performance grinds to a halt. This has placed Micron Technology (NASDAQ: MU) at the epicenter of the global technology trade. Once viewed as a commodity-driven cyclical play, Micron has transformed into a strategic titan of the AI infrastructure. As of early 2026, the company finds itself in a paradoxical position: reporting record-breaking revenues while navigating a fiercely competitive "HBM arms race" that is redefining the semiconductor landscape. Historical Background Founded in 1978 in the unlikely setting of a dentist’s office basement in Boise, Idaho, Micron Technology began as a small semiconductor design firm. Unlike its Silicon Valley rivals, Micron’s survival was predicated on extreme operational efficiency and a "pioneer spirit." The company went public in 1984 and spent the next three decades navigating the notoriously boom-and-bust cycles of the memory market. Key transformations include its survival through the brutal DRAM price wars of the late 1990s and its strategic acquisitions, most notably the 2013 purchase of Japanese rival Elpida Memory. This move consolidated the DRAM market into a global triopoly (Micron, Samsung, and SK Hynix). Under the leadership of CEO Sanjay Mehrotra, who joined in 2017, Micron pivoted from being a follower to a leader in process technology, often beating its larger South Korean rivals to the market with advanced 1-beta DRAM and 232-layer NAND nodes. Business Model Micron’s business model revolves around the design and manufacture of two primary types of memory: DRAM (Dynamic Random Access Memory): Accounting for roughly 70-75% of revenue, DRAM is the volatile memory used...
Date: March 10, 2026 Introduction In the high-stakes architecture of artificial intelligence, the spotlight often falls on the "brains"—the massive GPUs designed by Nvidia and AMD. However, as the industry moves deeper into 2026, a critical bottleneck has emerged: the "Memory Wall." Without ultra-fast, high-capacity memory to feed these processors, AI performance grinds to a halt. This has placed ...
Date: March 10, 2026 Introduction In the high-stakes architecture of artificial intelligence, the spotlight often falls on the "brains"—the massive GPUs designed by Nvidia and AMD. However, as the industry moves deeper into 2026, a critical bottleneck has emerged: the "Memory Wall." Without ultra-fast, high-capacity memory to feed these processors, AI performance grinds to a halt. This has placed Micron Technology (NASDAQ: MU) at the epicenter of the global technology trade. Once viewed as a commodity-driven cyclical play, Micron has transformed into a strategic titan of the AI infrastructure. As of early 2026, the company finds itself in a paradoxical position: reporting record-breaking revenues while navigating a fiercely competitive "HBM arms race" that is redefining the semiconductor landscape. Historical Background Founded in 1978 in the unlikely setting of a dentist’s office basement in Boise, Idaho, Micron Technology began as a small semiconductor design firm. Unlike its Silicon Valley rivals, Micron’s survival was predicated on extreme operational efficiency and a "pioneer spirit." The company went public in 1984 and spent the next three decades navigating the notoriously boom-and-bust cycles of the memory market. Key transformations include its survival through the brutal DRAM price wars of the late 1990s and its strategic acquisitions, most notably the 2013 purchase of Japanese rival Elpida Memory. This move consolidated the DRAM market into a global triopoly (Micron, Samsung, and SK Hynix). Under the leadership of CEO Sanjay Mehrotra, who joined in 2017, Micron pivoted from being a follower to a leader in process technology, often beating its larger South Korean rivals to the market with advanced 1-beta DRAM and 232-layer NAND nodes. Business Model Micron’s business model revolves around the design and manufacture of two primary types of memory: DRAM (Dynamic Random Access Memory): Accounting for roughly 70-75% of revenue, DRAM is the volatile memory used...
Yes, many Americans are struggling, but it’s good to know the first family can still afford Earth’s most expensive provisions. Morale is everything, isn’t it? In the absence of any clearly and consistently stated aims from the US administration, maybe each day of the Iran war just needs a moodboard description. In which case, Sunday was a tale of two nepo babies. In Iran, the high-level executive ...
Yes, many Americans are struggling, but it’s good to know the first family can still afford Earth’s most expensive provisions. Morale is everything, isn’t it? In the absence of any clearly and consistently stated aims from the US administration, maybe each day of the Iran war just needs a moodboard description. In which case, Sunday was a tale of two nepo babies. In Iran, the high-level executive search for the new ayatollah concluded that the old ayatollah’s son was the best man for the position . It’s not for me to assess his job prospects, but you’d hope his supermarket order doesn’t contain any “ripen at home” pears. Meanwhile, across the world, in LA, Donald Trump’s eldest granddaughter posted a YouTube video titled “I Brought My Secret Service to Erewhon”. By way of background, Erewhon is Earth’s most pretentiously extravagant hipster food shop, and, as Kai was at pains to brag, “the most expensive grocery store pretty much out there. Everything’s crazy expensive! So we’re going to get my favourite stuff.” Marina Hyde is a Guardian columnist Continue reading...
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JHVEPhoto/iStock Editorial via Getty Images Non-prime consumer lender goeasy ( EHMEF ) ( GSY:CA ) withdrew its previously issued financial guidance after realizing charge-offs in its LendCare business, and announced a 6-point action plan. EHMEF shares fell 32.06% to $57.37 after the opening bell on Tuesday. The Canadian lender announced on Tuesday that it expects to incur an incremental charge-off...
JHVEPhoto/iStock Editorial via Getty Images Non-prime consumer lender goeasy ( EHMEF ) ( GSY:CA ) withdrew its previously issued financial guidance after realizing charge-offs in its LendCare business, and announced a 6-point action plan. EHMEF shares fell 32.06% to $57.37 after the opening bell on Tuesday. The Canadian lender announced on Tuesday that it expects to incur an incremental charge-off of ~C$178M in the fourth quarter of 2025 against gross consumer loans receivable of C$5.5B as of December 31, 2025. Additionally, a related write-down of ~C$55M for loan interest and fees is estimated to be recorded. Net charge-offs (including the incremental charge-off) for the quarter are expected to be about C$331M. The company projects a sequential net increase of roughly C$86M in credit loss allowance on gross consumer loans receivable in Q4. Net charge-off rate for 2025 is expected to come in at ~12.9%. With the management expecting forward-looking credit performance on LendCare loans to be worse than anticipated, the annual net charge-off rate is expected to increase to the mid-teens in 2026. "We are taking definitive action to rectify this situation, and we recognize that LendCare's recent rapid growth calls for robust operational infrastructure, enhanced credit risk management practices as well as strong and disciplined management," said CFO Felix Wu. "We expect pressure on net charge-offs and higher delinquency reporting for the coming quarters, before an anticipated improvement in 2027, and we will provide more detail when we report our Q4 2025 earnings," added Wu. Wu, who had been serving as an interim CFO since September 30, 2025, has been appointed to the post on a permanent basis. As part of a 6-Point Action Plan, goeasy said it will not repurchase shares and will suspend its quarterly dividend , effective immediately. The company said it will reduce auto and powersports originations from LendCare's merchant channels, and integrate LendCare and easyfinancial...
Image source: The Motley Fool. March 10, 2026, 9 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Greg Richardson Chairman — David Einhorn Chief Financial Officer — Faramarz Romer Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Underwriting Profit -- $13 million reported, yielding a combined ratio of 92.1% for the quarter. -- $13 million reported, yielding a combi...
Image source: The Motley Fool. March 10, 2026, 9 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Greg Richardson Chairman — David Einhorn Chief Financial Officer — Faramarz Romer Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Underwriting Profit -- $13 million reported, yielding a combined ratio of 92.1% for the quarter. -- $13 million reported, yielding a combined ratio of 92.1% for the quarter. Investment Income (Q4) -- $44.8 million, including $36.2 million from Solasglas at a 7.9% return; rest from interest on collateral and funds-withheld balances. -- $44.8 million, including $36.2 million from Solasglas at a 7.9% return; rest from interest on collateral and funds-withheld balances. Net Income (Q4) -- $49.3 million, translating to $1.44 per diluted share. -- $49.3 million, translating to $1.44 per diluted share. Open Market Combined Ratio -- 90.7% in the quarter, a 20.4 point improvement due to lower attritional loss ratio, improved reserve development, and fewer catastrophic/event losses (offset by a 1.8 point expense ratio increase), with pretax income at $28.2 million. -- 90.7% in the quarter, a 20.4 point improvement due to lower attritional loss ratio, improved reserve development, and fewer catastrophic/event losses (offset by a 1.8 point expense ratio increase), with pretax income at $28.2 million. Innovations Segment -- Recorded an underwriting loss of $400,000, combined ratio of 101.7%, primarily due to a $2.1 million surety loss; gross written premiums grew 80% to $37.1 million. -- Recorded an underwriting loss of $400,000, combined ratio of 101.7%, primarily due to a $2.1 million surety loss; gross written premiums grew 80% to $37.1 million. Prior-year Reserve Strengthening -- $5.5 million on the open market book, mainly from casualty programs in runoff. -- $5.5 million on the open market book, mainly from casualty programs in runoff. Large Losses (Q4) -- $2 million related to Hurricane Melissa and $2.7 million fro...
What's Next: The Ruder Finn Podcast creates a platform for innovators across industries to lead the conversation of change NEW YORK, March 10, 2026 /PRNewswire/ -- Today, Ruder Finn, one of the world's largest independent global communications and integrated marketing agencies, announced the launch of What's Next: The Ruder Finn Podcast, a new platform hosted by CEO Dr. Kathy Bloomgarden examining...
What's Next: The Ruder Finn Podcast creates a platform for innovators across industries to lead the conversation of change NEW YORK, March 10, 2026 /PRNewswire/ -- Today, Ruder Finn, one of the world's largest independent global communications and integrated marketing agencies, announced the launch of What's Next: The Ruder Finn Podcast, a new platform hosted by CEO Dr. Kathy Bloomgarden examining how AI, leadership, and innovation are reshaping the communication and marketing industry at a moment of unprecedented change. What's Next: The Ruder Finn Podcast Unlike traditional marketing podcasts, What's Next centers on how communication and marketing leaders are helping guide how organizations and people understand, navigate, and adapt to technological and cultural disruption. Each episode looks beyond the status quo, featuring respected industry voices, tech innovators, healthcare pioneers, and more. The first three episodes are now available on Apple, Spotify, and YouTube, covering: How AI is changing decision-making, leadership, and human ingenuity with Global AI Advisor, Zack Kass How communication is helping to create more personal and connected patient relationships with former Pfizer CCO, Ed Harnaga The importance of staying curious in an evolving technology landscape with Emmy Award-winning engineer and JC2 Ventures partner, Yvette Kanouff "As AI and automation accelerate change, communications leaders have a responsibility to help organizations move forward with clarity and optimism," said Bloomgarden. "This podcast is about asking better questions, and shaping what comes next together." Episodes will release monthly with future topics including the impact of AI on brand communications, growth-oriented innovation, the future of audience engagement in an AI-powered world, and more. About Ruder Finn Ruder Finn is one of the world's largest independent global communications and integrated marketing agencies, leading the industry in AI strategy and implementatio...
Date: March 10, 2026 Introduction In the rapidly evolving landscape of high technology, few companies have undergone a transformation as profound and lucrative as Broadcom Inc. (Nasdaq: AVGO). Once categorized as a steady, reliable provider of semiconductor components for smartphones and data centers, Broadcom has systematically reinvented itself into an indispensable titan of the artificial intel...
Date: March 10, 2026 Introduction In the rapidly evolving landscape of high technology, few companies have undergone a transformation as profound and lucrative as Broadcom Inc. (Nasdaq: AVGO). Once categorized as a steady, reliable provider of semiconductor components for smartphones and data centers, Broadcom has systematically reinvented itself into an indispensable titan of the artificial intelligence (AI) and enterprise software ecosystems. As of early 2026, the company stands as the primary architect of the global AI infrastructure, trailing only NVIDIA in AI-related semiconductor revenue while simultaneously operating one of the world’s most powerful software portfolios through its integration of VMware. This research feature explores how Broadcom’s unique "Private Equity in a Public Suit" philosophy has created a multi-trillion-dollar powerhouse that sits at the intersection of hardware innovation and software recurring revenue. Historical Background Broadcom’s journey is a masterclass in aggressive consolidation and strategic pivot. Its lineage traces back to the 1961 founding of Hewlett-Packard’s semiconductor division, which eventually became Avago Technologies. However, the modern iteration of the company was forged in 2016 when Avago, led by current CEO Hock Tan, acquired the original Broadcom Corp. for $37 billion. Following this merger, Tan embarked on a relentless acquisition spree that defied industry norms. Instead of focusing solely on chips, Broadcom pivoted toward high-margin enterprise software, acquiring CA Technologies in 2018 ($18.9B) and Symantec’s enterprise security business in 2019 ($10.7B). The crowning achievement of this strategy was the $61 billion acquisition of VMware, completed in late 2023 after navigating a gauntlet of global regulatory hurdles. This merger signaled Broadcom’s intent to dominate the "hybrid cloud" era, ensuring its technology is present in both the physical hardware of the data center and the virtualized software...
Defense Secretary Pete Hegseth says the US is conducting its most intense day of attacks against Iran, as President Donald Trump says the war could send soon. Tyler Kendall reports from Washington. (Source: Bloomberg)
Defense Secretary Pete Hegseth says the US is conducting its most intense day of attacks against Iran, as President Donald Trump says the war could send soon. Tyler Kendall reports from Washington. (Source: Bloomberg)
Taiwan’s air force said an order for four MQ-9B SkyGuardian drones remains on track and has not been disrupted by the ongoing conflict in the Middle East, Reuters reported Tuesday. The surveillance drones, built by General Atomics , are designed for intelligence gathering and target acquisition. Taiwan previously said it expects the first two aircraft to be delivered later this year. MQ-9B SkyGuar...
Taiwan’s air force said an order for four MQ-9B SkyGuardian drones remains on track and has not been disrupted by the ongoing conflict in the Middle East, Reuters reported Tuesday. The surveillance drones, built by General Atomics , are designed for intelligence gathering and target acquisition. Taiwan previously said it expects the first two aircraft to be delivered later this year. MQ-9B SkyGuardian (General Atomics Aeronautical Systems) Concerns about potential delays have grown as U.S. military stockpiles are stretched by multiple conflicts, including fighting involving Iran as well as the war in Ukraine and Israel’s operations in Gaza. Taiwan relies heavily on the United States for defense equipment and has already faced delivery delays tied to supply chain disruptions that began during the COVID-19 pandemic, including for upgraded F-16V Fighting Falcon fighter jets. Taiwan’s air force said it remains in close contact with U.S. officials to ensure the drone program proceeds as planned and to strengthen the island’s defense capabilities. Defense Minister Wellington Koo told lawmakers the U.S. has not asked Taiwan to transfer any of its American-made weapons to support operations in the Middle East. Taiwan, a self-governed island claimed by China, has been increasing military preparedness as Beijing steps up pressure around the territory. More news and analysis BlackBerry: QNX Could Unlock Solid Growth And Value Petrobras: Direct Proxy To Brent, But With Additional Variables (Rating Upgrade) Harbor Multi-Asset Explorer ETF Q4 2025 Commentary Polymarket enlists Palantir to police sports bets: report Lundin Mining expands Chilean copper holdings with $215M in acquisitions
Tom Werner/DigitalVision via Getty Images Introduction argenx SE ( ARGX ) is one of the most successful commercial biotech stories in recent years. VYVGART (efgartigimod), its flagship FcRn inhibitor, has become a multi-billion blockbuster, rapidly transforming the entire treatment landscape in myasthenia gravis ( MG ). In 2025, VYVGART total product sales were $4.2 billion, up 90% year over year....
Tom Werner/DigitalVision via Getty Images Introduction argenx SE ( ARGX ) is one of the most successful commercial biotech stories in recent years. VYVGART (efgartigimod), its flagship FcRn inhibitor, has become a multi-billion blockbuster, rapidly transforming the entire treatment landscape in myasthenia gravis ( MG ). In 2025, VYVGART total product sales were $4.2 billion, up 90% year over year. Q4 revenue was $1.3 billion. They are already operationally profitable, with $4.4 billion in cash on the balance sheet. VYVGART is the core growth driver, having become the most prescribed biologic therapy in MG, with over 19,000 patients receiving the medicine. However, argenx’s investment story is not just about a single drug in one rare disease. Not only are they pursuing label expansion in MG, including in seronegative MG and ocular MG, they are also expanding into chronic inflammatory demyelinating polyneuropathy (CIDP) and other autoimmune diseases. The MG label expansion will bring them closer to a total US addressable population of around 60K patients by 2030, while CIDP, too, has a similar number of patients in the US, with the addressable patient population being in the 10-15,000 range. Despite this extraordinary momentum, investors are concerned whether argenx can continue to maintain it. There’s increasing competition in the FcRn class, there are occasional setbacks in pipeline expansions, and the valuation with its high multiples already assumes a level of success argenx hasn’t actually seen yet. VYVGART: The Commercial Engine argenx has grown on the back of the rapid commercial expansion of VYVGART, approved in the US for generalized myasthenia gravis in 2021. The drug grew rapidly - one of the fastest growth stories in the rare disease space. Annual product revenue rose from $402 million in 2022 to approximately $2.2 billion in 2024 and then to $4.2 billion in 2025. Sales came mostly from the US, with Q4 2025 sales of approximately $1.09 billion. That contra...
Stagwell Inc. Chief Executive Officer Mark Penn said disruption among competitors and a contentious midterm cycle will support the company’s performance this year. The marketing firm expects to capitalize on new business opportunities and talent availability as rivals focus on restructuring efforts and a merger between “two Goliaths,” Penn said in an interview. While Penn didn’t identify specific ...
Stagwell Inc. Chief Executive Officer Mark Penn said disruption among competitors and a contentious midterm cycle will support the company’s performance this year. The marketing firm expects to capitalize on new business opportunities and talent availability as rivals focus on restructuring efforts and a merger between “two Goliaths,” Penn said in an interview. While Penn didn’t identify specific companies, WPP Plc is targeting £500 million ($672 million) in annual cost savings by 2028 and Omnicom Group Inc. is cutting more than 4,000 roles as part of its $13.5 billion takeover of Interpublic Group of Cos. “In the interim, there’ll be a lot of clients, I think, who might not have been reachable, who are going to because of all that chaos be willing to put their business out to bid,” Penn said. The New York-based company’s shares jumped as much as 25% after announcing a partnership with AppLovin Corp. that will bring mobile advertising platform Axon into Stagwell’s offering. Stagwell sees full-year adjusted earnings of 98 cents to $1.12 a share, on track for a record, and revenue growth accelerating to 8% to 12%. It also increased its stock buyback program by $350 million. In its advocacy business, Penn expects higher spending going into the presidential cycle, fueled by a divided electorate. “The amount of money spent on politics is set to take just another significant bump up,” he said. “I would be surprised if $20 billion or more wasn’t spent in the marketplace over the next three years.”
Many investors may be afraid to buy a stock after it has risen sharply. After all, if a stock has already climbed more than 10% in just a few trading days, how much higher could it go? In fact, some of the best growth stocks can continue climbing for a long time, and one stock, up 19% in just the past couple of weeks, still looks like an incredible bargain after its recent move higher. ServiceNow ...
Many investors may be afraid to buy a stock after it has risen sharply. After all, if a stock has already climbed more than 10% in just a few trading days, how much higher could it go? In fact, some of the best growth stocks can continue climbing for a long time, and one stock, up 19% in just the past couple of weeks, still looks like an incredible bargain after its recent move higher. ServiceNow (NOW 4.13%) has been soaring since the last week of February. The move comes after the company saw shares tank as the market sold off many software stocks since last October. While fears about artificial intelligence's (AI) impact on the industry remain, ServiceNow stands out as a strong buy that can keep climbing higher from here. What's driving shares higher? ServiceNow isn't the only software company moving higher in recent days. Since Feb. 23, the iShares Expanded Tech Software ETF has also been up 14%, indicating most software stocks have seen significant moves higher. The recovery comes as investors try to rerate software companies' future earnings as analysts digest earnings reports from across the sector. ServiceNow's earnings, reported in late January, were impressive. Subscription revenue grew 19.5% year over year, exceeding management's guidance. Additionally, its remaining performance obligations increased by 22.5%, indicating its pipeline is growing even faster. However, management guided for revenue growth of just 19.5% to 20% on a constant-currency basis, including the impact of recent acquisitions. That stoked investor fears that AI is cutting into revenue growth and sent shares down after earnings. But CEO Bill McDermott and the rest of the executive team are showing extreme optimism around the stock. McDermott bought $3 million worth of the stock last month while the rest of the executive team halted automated selling plans at the current stock price. McDermott expressed his belief that the company could be worth $1 trillion one day. It's worth just $126 b...
Key Points The software sell-off has created many great opportunities for stock pickers. This company is positioning itself to benefit from the growing use of artificial intelligence (AI) in enterprise workflows. Its valuation looks compelling given its growth outlook. 10 stocks we like better than ServiceNow › Many investors may be afraid to buy a stock after it has risen sharply. After all, if a...
Key Points The software sell-off has created many great opportunities for stock pickers. This company is positioning itself to benefit from the growing use of artificial intelligence (AI) in enterprise workflows. Its valuation looks compelling given its growth outlook. 10 stocks we like better than ServiceNow › Many investors may be afraid to buy a stock after it has risen sharply. After all, if a stock has already climbed more than 10% in just a few trading days, how much higher could it go? In fact, some of the best growth stocks can continue climbing for a long time, and one stock, up 19% in just the past couple of weeks, still looks like an incredible bargain after its recent move higher. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » ServiceNow (NYSE: NOW) has been soaring since the last week of February. The move comes after the company saw shares tank as the market sold off many software stocks since last October. While fears about artificial intelligence's (AI) impact on the industry remain, ServiceNow stands out as a strong buy that can keep climbing higher from here. What's driving shares higher? ServiceNow isn't the only software company moving higher in recent days. Since Feb. 23, the iShares Expanded Tech Software ETF has also been up 14%, indicating most software stocks have seen significant moves higher. The recovery comes as investors try to rerate software companies' future earnings as analysts digest earnings reports from across the sector. ServiceNow's earnings, reported in late January, were impressive. Subscription revenue grew 19.5% year over year, exceeding management's guidance. Additionally, its remaining performance obligations increased by 22.5%, indicating its pipeline is growing even faster. However, management guided for revenue growth of just 19.5% to 20% on a const...
In a market shaped by index concentration and short-term performance pressures, contrarian strategies are leaning into opportunities others may not have the patience or liquidity to own. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, speaks with Murray Stahl, CEO, CIO and co-founder of Horizon Kinetics and a portfolio manage...
In a market shaped by index concentration and short-term performance pressures, contrarian strategies are leaning into opportunities others may not have the patience or liquidity to own. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, speaks with Murray Stahl, CEO, CIO and co-founder of Horizon Kinetics and a portfolio manager for the Paradigm Fund (WWNPX). They discuss the firm’s long-horizon contrarian philosophy, grounde