KairosDee/iStock Editorial via Getty Images The Pentagon has halted the planned deployment of a U.S. armored brigade to Poland, signaling a faster-than-expected shift in America’s military footprint across Europe. The move is part of a broader effort to scale back forces on the continent and shift more responsibility to European allies, according to multiple press reports. The canceled deployment ...
KairosDee/iStock Editorial via Getty Images The Pentagon has halted the planned deployment of a U.S. armored brigade to Poland, signaling a faster-than-expected shift in America’s military footprint across Europe. The move is part of a broader effort to scale back forces on the continent and shift more responsibility to European allies, according to multiple press reports. The canceled deployment involved more than 4,000 troops from a cavalry division and came alongside plans to remove thousands of additional personnel from Germany. Officials say the changes reflect a wider realignment of U.S. defense priorities, with greater emphasis on other regions and a reduced long-term role in Europe. The decision surprised some military officials, particularly because the deployment was already underway. Commanders had expected a more gradual adjustment to troop levels rather than an abrupt halt. The shift underscores a strategic pivot in which European nations are expected to take on a larger share of conventional defense, while the U.S. limits its presence and reallocates resources. If fully implemented, the reductions would return troop levels in Europe to roughly where they stood before Russia’s 2022 invasion of Ukraine. Additional changes to U.S. deployments in Europe are likely, as the Pentagon continues to reshape its global posture around evolving geopolitical priorities.
Although Wall Street has spent the past three years arguing about whether AI capex is a bubble, one figure from Nvidia CEO Jensen Huang makes it all pretty clear. A single 500-megawatt data center now requires 30,000 truckloads to build, and that figure does not include the separate power plant needed to feed it. Huang ... 30,000 Truckloads. Nvidia CEO Jensen Huang Calls AI Infrastructure Buildout...
Although Wall Street has spent the past three years arguing about whether AI capex is a bubble, one figure from Nvidia CEO Jensen Huang makes it all pretty clear. A single 500-megawatt data center now requires 30,000 truckloads to build, and that figure does not include the separate power plant needed to feed it. Huang ... 30,000 Truckloads. Nvidia CEO Jensen Huang Calls AI Infrastructure Buildout the Largest in Human History. Manufacturing Stocks Could Rally for Decades.
Revelation comes as Reform UK leader faces parliamentary investigation into money received from crypto billionaire UK politics live – latest updates Nigel Farage bought a £1.4m property in cash shortly after receiving a £5m personal gift from the crypto billionaire, Christopher Harborne. The revelation comes after parliament’s standards watchdog confirmed separately that the Reform UK leader was f...
Revelation comes as Reform UK leader faces parliamentary investigation into money received from crypto billionaire UK politics live – latest updates Nigel Farage bought a £1.4m property in cash shortly after receiving a £5m personal gift from the crypto billionaire, Christopher Harborne. The revelation comes after parliament’s standards watchdog confirmed separately that the Reform UK leader was facing a formal investigation over the gift from the Thai-based businessman. Continue reading...
Ronda Rousey says she is glad UFC middleweight champion Sean Strickland must get her approval before being given tickets for Saturday's fight with Gina Carano.
Ronda Rousey says she is glad UFC middleweight champion Sean Strickland must get her approval before being given tickets for Saturday's fight with Gina Carano.
quantic69 Dell Technologies ( DELL ) and HP Enterprise ( HPE ) were in focus on Thursday as Citi upped its price targets on the IT giants ahead of their respective upcoming earnings reports. Dell shares rose 1.9% in premarket trading, while HP Enterprise was up 5%. For Dell, analyst Asiya Merchant raised her price target to $290 from $235, as she said she is still constructive “on sustained AI/ser...
quantic69 Dell Technologies ( DELL ) and HP Enterprise ( HPE ) were in focus on Thursday as Citi upped its price targets on the IT giants ahead of their respective upcoming earnings reports. Dell shares rose 1.9% in premarket trading, while HP Enterprise was up 5%. For Dell, analyst Asiya Merchant raised her price target to $290 from $235, as she said she is still constructive “on sustained AI/server momentum alongside improving storage execution and steady PC progress.” “Strong neocloud/sovereign AI demand and improving enterprise mix continue to be incremental positives for Dell,” Merchant added. Merchant also upped her price target on HPE ($39 from $27) for much of the same reason. “We remain constructive given post‑Juniper networking momentum (DCN/campus/routing) and supportive commentary on AI server demand, while enterprise AI/neocloud deployments and CPU-led server demand provide incremental tailwinds with Juniper synergies,” Merchant explained. Dell is set to host its fiscal fourth-quarter results on May 28, while HP Enterprise will report its fiscal second-quarter results on June 1. More on Dell and Hewlett Packard Enterprise Dell: The Stock Is Pricey But I'm Still Dipping Into The Buys Hewlett Packard Enterprise: Network Segment Boosted By Juniper Acquisition Dell Q1 Preview: Upcoming Earnings Could Extend AI Momentum HP Enterprise sells nearly 14% stake in H3C Technologies for $987M Hewlett Packard Enterprise gains on report of additional activist investors
Michael Vi/iStock Editorial via Getty Images In my last coverage on Palantir Technologies Inc. ( PLTR ), I covered how the U.S.-Iran conflict, a growing commercial segment, and the contract backlog were its immediate key growth drivers. Since then, the company’s recent Q1 FY’26 financials were released and indicate my base case remains in place. Key growth segments continue to impress, while profi...
Michael Vi/iStock Editorial via Getty Images In my last coverage on Palantir Technologies Inc. ( PLTR ), I covered how the U.S.-Iran conflict, a growing commercial segment, and the contract backlog were its immediate key growth drivers. Since then, the company’s recent Q1 FY’26 financials were released and indicate my base case remains in place. Key growth segments continue to impress, while profitability is further improving, all suggesting that Palantir is still right smack in the middle of a growth phase. And yet, the stock is trading near its 52-week low. That disconnect is exactly what makes Palantir so interesting right now. On paper, the business looks stronger than ever. But the market treats PLTR stock with caution. So is this a rare opportunity to snag Palantir shares at a discount? Or has the market just repriced the stock to where it should be in the future? I think it’s the former. So let me explain my Strong Buy rating. Behind the numbers of the Q1 ’26 financials Metric Q1 2026 Q1 2025 YoY change Revenue $1,632.6 $883.9 +84.7% Operating income $754.0 $176.0 +328.3% Operating margin 46.2% 19.9% +26.3 percentage points Net income attributable to common stockholders $870.5 $214.0 +306.7% Gross profit $1,416.8 $710.9 +99.3% Operating cash flow $899.2 $310.3 +189.8% Operating cash flow margin 55% 35% +20 percentage points Click to enlarge (Note: all figures are in millions.) On the surface, everything from Palantir’s latest financials both met and exceeded expectations. Revenue is still growing at a good clip, while both operating income and net income posted triple-digit year-over-year growth. Note, though, that there was $68.2 million in other income, primarily due to a realized gain on privately held equity securities. That said, the most notable numbers investors need to look at have to do with profitability. In Q1 ’26 , Palantir’s operating margin shot up over 26 points to 46.2%. Meanwhile, cash flow margin grew 20 percentage points to 55%. That tells ...
Michael Vi/iStock Editorial via Getty Images In my last coverage on Palantir Technologies Inc. ( PLTR ), I covered how the U.S.-Iran conflict, a growing commercial segment, and the contract backlog were its immediate key growth drivers. Since then, the company’s recent Q1 FY’26 financials were released and indicate my base case remains in place. Key growth segments continue to impress, while profi...
Michael Vi/iStock Editorial via Getty Images In my last coverage on Palantir Technologies Inc. ( PLTR ), I covered how the U.S.-Iran conflict, a growing commercial segment, and the contract backlog were its immediate key growth drivers. Since then, the company’s recent Q1 FY’26 financials were released and indicate my base case remains in place. Key growth segments continue to impress, while profitability is further improving, all suggesting that Palantir is still right smack in the middle of a growth phase. And yet, the stock is trading near its 52-week low. That disconnect is exactly what makes Palantir so interesting right now. On paper, the business looks stronger than ever. But the market treats PLTR stock with caution. So is this a rare opportunity to snag Palantir shares at a discount? Or has the market just repriced the stock to where it should be in the future? I think it’s the former. So let me explain my Strong Buy rating. Behind the numbers of the Q1 ’26 financials Metric Q1 2026 Q1 2025 YoY change Revenue $1,632.6 $883.9 +84.7% Operating income $754.0 $176.0 +328.3% Operating margin 46.2% 19.9% +26.3 percentage points Net income attributable to common stockholders $870.5 $214.0 +306.7% Gross profit $1,416.8 $710.9 +99.3% Operating cash flow $899.2 $310.3 +189.8% Operating cash flow margin 55% 35% +20 percentage points Click to enlarge (Note: all figures are in millions.) On the surface, everything from Palantir’s latest financials both met and exceeded expectations. Revenue is still growing at a good clip, while both operating income and net income posted triple-digit year-over-year growth. Note, though, that there was $68.2 million in other income, primarily due to a realized gain on privately held equity securities. That said, the most notable numbers investors need to look at have to do with profitability. In Q1 ’26 , Palantir’s operating margin shot up over 26 points to 46.2%. Meanwhile, cash flow margin grew 20 percentage points to 55%. That tells ...
HJBC/iStock Editorial via Getty Images Siemens ( SIEGY ) is one of those companies that you really want to own long-term and buy at a good price—and then only sell once the company really hits a bout of overvaluation. In many ways, I view the company as similar to Schneider Electric ( SBGSF )—another company that I made a lot of money on, though this was some years back. Over the past few years, S...
HJBC/iStock Editorial via Getty Images Siemens ( SIEGY ) is one of those companies that you really want to own long-term and buy at a good price—and then only sell once the company really hits a bout of overvaluation. In many ways, I view the company as similar to Schneider Electric ( SBGSF )—another company that I made a lot of money on, though this was some years back. Over the past few years, Siemens has gone up and down quite a bit. In 2025, the company's results were negative. Siemens AEPS dropped by about 7.3%. You will note that during my last article, I actually gave an almost perfect rating for the downside—unfortunately, I failed to follow this up with a clear thesis change when the drop actually came about. You can see this in the illustration here . Seeking Alpha Siemens Article RoR In my last article, I gave the company a PT of €175/share. You will note that despite the significant drop, the company did not actually come close to matching that target, which means that I did not buy the stock at the bottom we saw a month or two ago. Since then, the company has advanced back up to a massive premium in valuation. Now, Siemens fundamentals do speak of a favorable view for a premium. With over €200B in market capitalization and one of the few companies with an AA-credit rating, Siemens is extremely qualitative—at least it looks like it. Many investors seem to swallow the 2% yield without any difficulty, despite the fact that there are many companies that offer a far better yield at a far better upside. Today, on the 13th of May, we got the 2Q26 rep ort . That's the report that I'll be covering here, and I'll show you why, despite good upside and potential reversal for the company's 2026, I consider this company to be fundamentally overvalued. I believe the sheer quality of the business is overshadowing the risk that is to Siemens. It's understandable to me why Siemens, for the time being, keeps outperforming. However, I don't believe anyone investing at this...
Despite slim majority of 528, many constituents of potential Labour leadership candidate seem rather fond of him Wes Streeting’s potential leadership bid has been the subject of mockery from figures within Labour – and Conservative leader Kemi Badenoch’s slapdown of the former health secretary in the Commons on Wednesday went viral on social media. However, in Streeting’s parliamentary seat of Ilf...
Despite slim majority of 528, many constituents of potential Labour leadership candidate seem rather fond of him Wes Streeting’s potential leadership bid has been the subject of mockery from figures within Labour – and Conservative leader Kemi Badenoch’s slapdown of the former health secretary in the Commons on Wednesday went viral on social media. However, in Streeting’s parliamentary seat of Ilford North, his constituents seem rather fond of him and pleased with the prospect that their MP could get the keys to No 10. Lesley, who works in Tesco in Barkingside, said: “He’d be very good. He comes into Tesco’s a lot, he’s a nice man. He talks to all of us.” Continue reading...
Labour’s Wes Streeting announced his resignation as health minister on Thursday, calling for a leadership contest to oust British Prime Minister Keir Starmer, who has shown no sign he is ready to step down. Disastrous results for the governing Labour Party in last week’s local elections have plunged Britain into its latest crisis, just under two years after Starmer won a large majority on a vow ...
Labour’s Wes Streeting announced his resignation as health minister on Thursday, calling for a leadership contest to oust British Prime Minister Keir Starmer, who has shown no sign he is ready to step down. Disastrous results for the governing Labour Party in last week’s local elections have plunged Britain into its latest crisis, just under two years after Starmer won a large majority on a vow to bring stability and end a decade of political chaos. After days of calls by a growing number of...
Parole Board tells victims of black cab rapist that it had decided against open conditions or release The black-cab rapist John Worboys has been denied parole for the second time. The Parole Board told his victims on Thursday that it had decided against either releasing Worboys or allowing him to move to open conditions within prison. Continue reading...
Parole Board tells victims of black cab rapist that it had decided against open conditions or release The black-cab rapist John Worboys has been denied parole for the second time. The Parole Board told his victims on Thursday that it had decided against either releasing Worboys or allowing him to move to open conditions within prison. Continue reading...
AT&T, T-Mobile, and Verizon have agreed to work together under a new joint venture that aims to end wireless dead zones in the US. The partnership was announced today as an "agreement in principle," but if finalized would see the three carrier companies pooling their ground-based spectrum resources together to increase coverage in rural areas. The goal is to create the "best and most diverse ecosy...
AT&T, T-Mobile, and Verizon have agreed to work together under a new joint venture that aims to end wireless dead zones in the US. The partnership was announced today as an "agreement in principle," but if finalized would see the three carrier companies pooling their ground-based spectrum resources together to increase coverage in rural areas. The goal is to create the "best and most diverse ecosystem for wireless and satellite products and services," though details on how this will actually be achieved are fairly vague. There's mention of the venture developing a unified technical standard for customers and satellite network operators, and … Read the full story at The Verge.