Tesla (NASDAQ:TSLA) at $445.27 is a hold. The stock has run 26.35% in the past month on a clean Q1 margin reset, but it now trades above the Street’s consensus target and at multiples that demand near-flawless execution on Cybercab, Robotaxi, and Optimus. Tesla is pitched as a physical AI company spanning electric vehicles, energy ... Tesla at $445: Buy, Sell or Hold?
Tesla (NASDAQ:TSLA) at $445.27 is a hold. The stock has run 26.35% in the past month on a clean Q1 margin reset, but it now trades above the Street’s consensus target and at multiples that demand near-flawless execution on Cybercab, Robotaxi, and Optimus. Tesla is pitched as a physical AI company spanning electric vehicles, energy ... Tesla at $445: Buy, Sell or Hold?
Certain Iowa school districts face a “one-in-two chance” of a credit rating downgrade by S&P Global Ratings after the state approved a new property tax reform measure. The Iowa General Assembly passed a property tax reform bill this month that will redirect a portion of revenue collected from its statewide 1% sales tax. Instead of being used for school infrastructure, it will now help provide reli...
Certain Iowa school districts face a “one-in-two chance” of a credit rating downgrade by S&P Global Ratings after the state approved a new property tax reform measure. The Iowa General Assembly passed a property tax reform bill this month that will redirect a portion of revenue collected from its statewide 1% sales tax. Instead of being used for school infrastructure, it will now help provide relief to property taxpayers. Under the measure, the diversion rate of the school sales tax will rise to 25% by fiscal year 2031, up from 7.1% now, according to an S&P’s rating report released this week. Several states including Florida and Texas are also contemplating measures to lower property tax bills for residents. Proponents point to the affordability crunch faced by homeowners whose payments have soared since the pandemic. Those opposed are raising concerns about how else local governments will pay for essential services. The new measure in Iowa creates a “material reduction” in revenue for schools, noted S&P analysts led by Andrew Truckenmiller. For districts that issued debt secured by that revenue, maximum annual debt service levels will be reduced “in a way that might be inconsistent with current ratings.” As a result, S&P has put those school districts on “CreditWatch with negative implications.” The ratings company will be reviewing each district’s finances individually and look to take any ratings actions within 90 days.
Governing Council member Yannis Stournaras warned that the European Central Bank could be forced to hike borrowing costs if the price of oil maintains its current level, according to Athens News Agency . “That falls between the second and third scenarios, rather than the first and second of the ECB,” he said, referring to the baseline, adverse and severe paths for growth and inflation the ECB pres...
Governing Council member Yannis Stournaras warned that the European Central Bank could be forced to hike borrowing costs if the price of oil maintains its current level, according to Athens News Agency . “That falls between the second and third scenarios, rather than the first and second of the ECB,” he said, referring to the baseline, adverse and severe paths for growth and inflation the ECB presented in March. “If it continues, then the ECB will have no other option but to raise interest rates,” the Greek central bank chief said. “But we all hope to avoid that.” Brent crude has held above $100 a barrel for most of the past three weeks as US President Donald Trump struggles to force Iran to reopen the Strait of Hormuz. It traded around $105 on Thursday. Markets and economists expect the ECB to hike rates by 25 basis points when they meet in June. While some policymakers are signaling that they have seen enough in data to support such a move, others have said the outlook needs to weaken further for them to act. Persistent higher oil prices would cause an economic slowdown as well as rising inflation, ANA cited Stournaras as saying. If the rise in inflation is small, then “we will see a small increase in interest rates,” the central bank governor said. If inflation rises sharply and remains high for a long time, then “I fear we will face other scenarios,” he added. ECB to Hike If Oil Deanchors CPI Expectations, Kazaks Says Why the ECB’s June Interest-Rate Hike Is Becoming Less Certain Lagarde Says ECB Torn Between Risk of Acting Too Early, Too Late
Hours before lifting a glass with President Trump at a state banquet in Beijing’s Great Hall of the People on Thursday, Chinese leader Xi Jinping delivered a pointed warning about Taiwan. If the issue is “handled poorly,” Xi said, the two countries could “collide or even clash,” putting the entire U.S.-China relationship in “an extremely ... Xi Warns Trump of Possible “Clash” Over Taiwan Just Hour...
Hours before lifting a glass with President Trump at a state banquet in Beijing’s Great Hall of the People on Thursday, Chinese leader Xi Jinping delivered a pointed warning about Taiwan. If the issue is “handled poorly,” Xi said, the two countries could “collide or even clash,” putting the entire U.S.-China relationship in “an extremely ... Xi Warns Trump of Possible “Clash” Over Taiwan Just Hours Before Banquet Toast
Media law experts cast doubt on viability of a defamation lawsuit promised by Netanyahu over Nicholas Kristof essay Israel ’s prime minister, Benjamin Nethanyahu , and foreign minister, Gideon Sa’ar, have threatened to sue the New York Times for defamation over the publication of an essay by Nicholas Kristof detailing allegations that Palestinian women, men and children have been raped and sexuall...
Media law experts cast doubt on viability of a defamation lawsuit promised by Netanyahu over Nicholas Kristof essay Israel ’s prime minister, Benjamin Nethanyahu , and foreign minister, Gideon Sa’ar, have threatened to sue the New York Times for defamation over the publication of an essay by Nicholas Kristof detailing allegations that Palestinian women, men and children have been raped and sexually abused in Israeli military detention. “Following the publication by Nicholas Kristof in The New York Times of one of the most hideous and distorted lies ever published against the State of Israel in the modern press, which also received the backing of the newspaper, Prime Minister Benjamin Netanyahu and Foreign Minister Gideon Sa’ar have instructed the initiation of a defamation lawsuit against The New York Times,” Israel’s ministry of foreign affairs wrote in a social media post on Thursday. Continue reading...
jetcityimage Nvidia ( NVDA ) is set to extend its winning streak to seven straight sessions, with the stock up 3.7% at $234.20 during Thursday afternoon trading. The semiconductor giant’s shares rose after a report suggested that sales of its H200 GPUs to 10 Chinese tech firms were cleared by the U.S. federal government. Over the last six sessions, the company has gained 8.7%, while its shares are...
jetcityimage Nvidia ( NVDA ) is set to extend its winning streak to seven straight sessions, with the stock up 3.7% at $234.20 during Thursday afternoon trading. The semiconductor giant’s shares rose after a report suggested that sales of its H200 GPUs to 10 Chinese tech firms were cleared by the U.S. federal government. Over the last six sessions, the company has gained 8.7%, while its shares are up nearly 21% over the past month. Cantor Fitzgerald raised its price target on the semiconductor giant to $350 from $300, stating that CEO Jensen Huang has outdueled the rest of the semiconductor industry. “Compute is extraordinarily tight, and we believe NVDA is sold out for both 2026 and 2027. Agentic AI, particularly at Anthropic and OAI, has confirmed the massive ROIC for AI,” Cantor Fitzgerald analyst C.J. Muse wrote in a note. However, according to Seeking Alpha's Quant Rating , NVDA has a Hold rating with a score of 3.48 out of 5. The company received an A+ for profitability and an A- for growth, while earning an F in valuation. On the other hand, Wall Street analysts remain bullish, rating the stock a Strong Buy. Among Wall Street analysts, 58 out of 61 rate NVDA as Buy or higher, while two analysts rate it Hold and one recommends Strong Sell. Seeking Alpha analysts are also bullish, rating NVDA a Buy. “Nvidia should continue to benefit from robust, supply-constrained AI GPU demand, as evidenced by recent developments,” Seeking Alpha analyst Konstantinos Kosmidis wrote, rating it a Strong Buy. Kosmidis added that hyperscaler capex and AI infrastructure commitments from Microsoft, Google, Meta, and AWS underscore sustained, broad-based demand for AI solutions. The semiconductor giant’s shares have gained 24.75% so far this year, outperforming the benchmark S&P 500, which has risen 8.75% over the same period. More on Nvidia Nvidia At All-Time Highs: Why I'm Holding Into Print Nvidia: A Strong Setup Ahead Of Earnings Fundamentals Over Everything SA analyst: Nvidia fu...
Earnings Call Insights: Accelerant Holdings (ARX) Q1 2026 Management View "We had a fantastic first quarter, reflecting strong momentum across our platform. Once again, we exceeded the midpoint of our quarterly guidance across exchange written premium, third-party premium and adjusted EBITDA." (Co-Founder, CEO & Director Jeffrey Radke) "Today, we have 156 million rows of information across more th...
Earnings Call Insights: Accelerant Holdings (ARX) Q1 2026 Management View "We had a fantastic first quarter, reflecting strong momentum across our platform. Once again, we exceeded the midpoint of our quarterly guidance across exchange written premium, third-party premium and adjusted EBITDA." (Co-Founder, CEO & Director Jeffrey Radke) "Today, we have 156 million rows of information across more than 62,000 unique risk attributes" and Radke tied the benefit to platform outcomes: "The so what for Accelerant is higher growth with better loss ratios and minimal churn from members or risk capital partners." (CEO Radke) "This has led to higher output per engineer and a productivity lift of more than 24%." (CEO Radke) "Exchange written premium was $1.14 billion in the first quarter" and "First quarter net revenue retention was 116%." (CEO Radke) "For the first quarter of 2026, the gross loss ratio remained very attractive at 52.1%." (CEO Radke) "We continued to make progress during the first quarter with 41% of exchange written premium going to third-party insurers." (CEO Radke) "Hadron's gross written premiums were just 41% of third-party premiums in Q1 2026, down from 67% in Q1 2025." (Head of Strategy Ryan Schiller) "Overall, revenue was up 54% over the prior year to $273 million" and "Adjusted EBITDA was $66 million for the first quarter." (CFO, Principal Financial & Accounting Officer Linda Huber) Outlook Management raised full-year targets, with CFO Huber stating: "For the full year 2026, we expect first, exchange written premium of at least $5.2 billion; secondly, third-party direct written premium of at least $2.3 billion; and finally, adjusted EBITDA of at least $285 million, which includes fee-based or non-underwriting adjusted EBITDA of at least $276 million." (CFO Huber) For Q2, Huber guided: "We expect, first, exchange written premium of $1.27 billion to $1.32 billion; second, third-party direct written premium of $580 million to $620 million and adjusted EBIT...
The stock market has its runs and dips, but through all that, the goal is always to own high quality assets at great valuations. In today's video, I am going to look at 5 high quality names that I believe have the ability to compound your wealth for the next 10+ years. One of tho
The stock market has its runs and dips, but through all that, the goal is always to own high quality assets at great valuations. In today's video, I am going to look at 5 high quality names that I believe have the ability to compound your wealth for the next 10+ years. One of tho
Shares of Intel (NASDAQ:INTC) are trading at $115 in midday action Thursday, down 4% on the session. Even with today’s pullback, INTC stock has gained 82% over the past month, a truly impressive move. The natural question for chip investors is whether Intel is actually beating Advanced Micro Devices (NASDAQ:AMD). AMD stock is at $445, ... Intel Just Ripped 82% in a Month, but Is It Beating AMD?
Shares of Intel (NASDAQ:INTC) are trading at $115 in midday action Thursday, down 4% on the session. Even with today’s pullback, INTC stock has gained 82% over the past month, a truly impressive move. The natural question for chip investors is whether Intel is actually beating Advanced Micro Devices (NASDAQ:AMD). AMD stock is at $445, ... Intel Just Ripped 82% in a Month, but Is It Beating AMD?
Shares of Berkshire Hathaway ( BRK.B ) slipped 0.50% to $483.11 in the afternoon trade on Thursday, ending a six-session winning streak. The stock had gained around 3.4% between May 6 and May 13, while the S&P 500, rose 1.07% over the same period. According to Seeking Alpha’s Quant rating system, BRK.B is rated a hold with a score of 3.46 out of 5, with an A+ in terms of profitability and a D- in ...
Shares of Berkshire Hathaway ( BRK.B ) slipped 0.50% to $483.11 in the afternoon trade on Thursday, ending a six-session winning streak. The stock had gained around 3.4% between May 6 and May 13, while the S&P 500, rose 1.07% over the same period. According to Seeking Alpha’s Quant rating system, BRK.B is rated a hold with a score of 3.46 out of 5, with an A+ in terms of profitability and a D- in terms of revision. A recent Seeking Alpha analysis argued that Berkshire Hathaway’s premium valuation may face pressure in the post-Buffett era, even though Greg Abel is viewed as a capable operator. The note added that Buffett and Munger’s reputation and investment track record justified a historical premium, but suggested that dynamic may weaken over time, pointing out that, “I also see little odds for him to maintain the ‘Buffett premium’ for both intrinsic and also extrinsic reasons.” While on Wall Street, analysts are bullish , with three out of four analysts rating the stock with a buy or higher, one suggesting to hold. Shares have gained about 1.32 % over the past month and have slipped around 3.8 % year to date. More on Berkshire Hathaway Inc. Berkshire Hathaway: P/B Ratio Becomes More Important With The Leadership Transition Berkshire Hathaway: Be Patient Like Mr. Buffett And You Might Get A Chance To Buy At Book Value Greg Abel's Berkshire Hathaway: Efficiency Over Philosophy Earnings Scoreboard: 82% of firms post Y/Y earnings growth, 88% of S&P 500 reporting firms top EPS estimates Berkshire Hathaway increases its stakes in two Japanese trading houses
Andy Andrews The strong trend in pharma and biotech dealmaking, which has been ongoing for several years, should continue according to experts. Speaking at the FT US Pharma and Biotech Summit in New York, Eric Tokat, partner at Centerview Partners, noted that in Q4 2025 and Q1 2026, there have been 34 significant transactions in the pharma and biotech space, adding that many of the deals have deal...
Andy Andrews The strong trend in pharma and biotech dealmaking, which has been ongoing for several years, should continue according to experts. Speaking at the FT US Pharma and Biotech Summit in New York, Eric Tokat, partner at Centerview Partners, noted that in Q4 2025 and Q1 2026, there have been 34 significant transactions in the pharma and biotech space, adding that many of the deals have dealt with companies that have earlier-stage candidates compared to past years. Moreover, Clive Meanwell, chairman and partner at Population Health Partners, believes that the strong deal-making environment is poised to continue for at least the next few years. While dealmaking recently has focused on oncology and obesity, Meanwell sees this expanding into other areas, particularly central nervous system ( CNS ) assets. Tokat added that despite a macroeconomic environment saddled by concerns over inflation, oil prices, and the ongoing Iran war, he expects pharma and biotech deals to continue full steam ahead. That's different from what happened in 2022, when the Ukraine-Russia conflict had just begun, sinking the XBI ( XBI ), a biotech ETF considered a bellwether for that industry, he noted. Merck ( MRK ) VP, Business Development & Licensing Elizabeth Naldi-Jacob, said that besides oncology deals, she sees immunology and CNS more in play, though the company is open to all therapeutic areas. Merck has been on a transactions tear since 2025, spending nearly $26B on M&A from April 2025 to April 2026, according to an FT report . Its dealmaking frenzy is largely the result of its blockbuster oncology therapy Keytruda (pembrolizumab) going off patent in 2028. Over that time, the company has engaged with Verona Pharma, Cidara Therapeutics, and most recently, Terns Pharmaceuticals. Naldi-Jacob added that she is also "geographically agnostic" when thinking about companies to do deals with. She added that what's going on in the "macro world is not going to slow us down from doing busines...
CHUYN/iStock Unreleased via Getty Images NBCUniversal held its 2026 upfront at Radio City Music Hall earlier in the week. The Comcast ( CMCSA ) property used the event to focus on its pivot as a legacy broadcaster that features outcomes-driven ad tech, live sports, Peacock-powered streaming, and cutting-edge performance marketing. On the content side, NBCU emphasized its scaled, premium content sl...
CHUYN/iStock Unreleased via Getty Images NBCUniversal held its 2026 upfront at Radio City Music Hall earlier in the week. The Comcast ( CMCSA ) property used the event to focus on its pivot as a legacy broadcaster that features outcomes-driven ad tech, live sports, Peacock-powered streaming, and cutting-edge performance marketing. On the content side, NBCU emphasized its scaled, premium content slate across NBC, Peacock, Bravo, and Versant. Management highlighted the “Sunday Sports” strategy, with Sunday Night Football, Sunday Night Basketball, and Sunday Night Baseball all positioned during what NBCU called the biggest consumer spending day of the week. NBCU also spotlighted the full-scale rollout of its Performance Insights Hub, which it described as a unified dashboard intended to show campaign delivery, audience insights, and "full-funnel, in-flight" performance across linear and streaming. The platform integrates a roster of data and measurement partners and is explicitly aimed at tying TV investment to hard metrics like website visits and sales conversions. Franchise IP was also in the spotlight, including Vin Diesel-fronted Fast & Furious spinoff projects that NBCU said are part of a broader play to turn film franchises into ongoing series and event programming on its platforms. AI was also a part of the Upfront presentation, with plans to launch AI-based live contextual advertising and deploy an agentic AI strategy in the works. More on Comcast Comcast: Major Pivot Advances While Irrational Crash Creates A Generational Buying Opportunity Comcast: Market Is Ignoring A 14% Yield Opportunity Comcast Corporation (CMCSA) Q1 2026 Earnings Call Transcript Comcast shares snapped seven-session losing streak Ted Turner, the man who made news 24 hours, dies at 87
An interactive map tracking data center construction and AI policy, built by Isabelle Reksopuro. When Oregon resident Isabelle Reksopuro heard Google was gobbling up public land to fuel its data centers in her home state, she didn't initially know what to believe. "There's a lot of misinformation about data centers," she said. "Google has denied taking that land." Technically, she explains, The Da...
An interactive map tracking data center construction and AI policy, built by Isabelle Reksopuro. When Oregon resident Isabelle Reksopuro heard Google was gobbling up public land to fuel its data centers in her home state, she didn't initially know what to believe. "There's a lot of misinformation about data centers," she said. "Google has denied taking that land." Technically, she explains, The Dalles, a city near the Washington state border, sought to reclaim that land, "and Google is just a big, unnamed power user." The city had in fact asked for ownership of a 150-acre portion of Mount Hood National Forest, claiming it needs access to Mount Hood's watershed to meet municipal needs as its population - 16,010 as of the 2020 census - … Read the full story at The Verge.
Separate Peace? Saudi Arabia Floats Regional Non-Aggression Pact With Iran Are regional Gulf countries seeking to forge there own separate peace deals with Iran, apart from the United States? That's what fresh Thursday reporting in the Financial Times suggests. The report says Saudi Arabia is supposedly considering a non-aggression pact between the Middle East states and Iran after the military co...
Separate Peace? Saudi Arabia Floats Regional Non-Aggression Pact With Iran Are regional Gulf countries seeking to forge there own separate peace deals with Iran, apart from the United States? That's what fresh Thursday reporting in the Financial Times suggests. The report says Saudi Arabia is supposedly considering a non-aggression pact between the Middle East states and Iran after the military conflict between the United States and Iran ends, the FT indicates. via Express Tribune Citing diplomatic sources, it describes that Riyadh is assessing a model of the Helsinki Process , which helped reduce tensions in Europe during the Cold War, and created an uneasy East-West peace in post-WW2 Europe. The driving rationale behind the potential diplomatic framework is that while Iran is "weakened," the reality is that it still "poses a threat to its neighbors . " An Arab diplomat cited by FT said that a non-aggression pact modelled along the lines of the Helsinki process is something likely to be embraced by most Arab and Muslim states, as well as by Iranian leader. "It all depends on who is in it - in the current climate, you are not going to be able to get Iran and Israel... Without Israel, it could be counterproductive because after Iran, they are seen as the biggest source of conflict . But Iran is not going anywhere, and this is why the Saudis are pushing it," the source stated . The Abraham Accords have theoretically attempted to build a normalization and non-aggression foundation involving Arab states and Israel, but other countries and populations in the region are suspicious of it for the very fact that it is seen fundamentally as a pro-US and pro-Israeli axis of alignment . As for for Tehran and Riyadh, they recently have experience with direct, good faith talks, given that it was only in 2023 that China made history when it brokered a landmark normalization deal between Iran and Saudi Arabia - after which mutual embassies opened and went into operation. This week,...
ETFs are the easiest and best ways to diversify your portfolio and build a firm footing for any portfolio. In today's video I am going to detail 6 ETFs I like moving forward, one of those being the Invesco Nasdaq 100 ETF (NASDAQ: QQQ) that has substantial upside potential during this AI craze. Many of these ETFs are tied to AI in some shape or form, but the 6 ETFs are a diversified list of ETFs. W...
ETFs are the easiest and best ways to diversify your portfolio and build a firm footing for any portfolio. In today's video I am going to detail 6 ETFs I like moving forward, one of those being the Invesco Nasdaq 100 ETF (NASDAQ: QQQ) that has substantial upside potential during this AI craze. Many of these ETFs are tied to AI in some shape or form, but the 6 ETFs are a diversified list of ETFs. Watch this short video to learn more, consider subscribing to the channel, and check out the special offer in the link below. Continue reading
Trump says China’s president also pledged ‘strongly’ not to send weapons to Iran, after two-hour meeting between the leaders Trump in Beijing – latest updates Five key issues for Xi-Trump summit China’s president, Xi Jinping, has warned of “clashes and even conflicts” with the US over Taiwan after meeting Donald Trump in Beijing. Xi’s remarks, published by China’s foreign ministry after his two-ho...
Trump says China’s president also pledged ‘strongly’ not to send weapons to Iran, after two-hour meeting between the leaders Trump in Beijing – latest updates Five key issues for Xi-Trump summit China’s president, Xi Jinping, has warned of “clashes and even conflicts” with the US over Taiwan after meeting Donald Trump in Beijing. Xi’s remarks, published by China’s foreign ministry after his two-hour meeting with Trump on Thursday morning, said Taiwan was “the most important issue in China-US relations”. Continue reading...
Everything was in place for a move against the PM but for a moment Labour seemed to have forgotten the final act UK politics live – latest updates Waiting. Waiting. Waiting. The sun rose in the west. Hailstones the size of footballs battered the pavements from cloudless skies. Dogs miaowed and cats barked. Political journalists positioned outside Downing Street were in a frenzy of madness. The BBC...
Everything was in place for a move against the PM but for a moment Labour seemed to have forgotten the final act UK politics live – latest updates Waiting. Waiting. Waiting. The sun rose in the west. Hailstones the size of footballs battered the pavements from cloudless skies. Dogs miaowed and cats barked. Political journalists positioned outside Downing Street were in a frenzy of madness. The BBC political editor, Chris Mason, ran down Whitehall, accosting strangers, demanding to know if they were going to resign. If not now, then when? Sky News’s Beth Rigby confronted Robert Peston of ITV live on air insisting he was mounting a leadership challenge. It was that kind of a day. Continue reading...