According to an SEC filing dated May 8, 2026, Emeth Value Capital, LLC initiated a new position by purchasing 107,016 shares of Shift4 Payments (NYSE:FOUR) . The estimated transaction value is $5.91 million, calculated using the average closing price over the January-March 2026 quarter. The quarter-end value of this stake was $4.68 million, reflecting both the share purchase and price movement dur...
According to an SEC filing dated May 8, 2026, Emeth Value Capital, LLC initiated a new position by purchasing 107,016 shares of Shift4 Payments (NYSE:FOUR) . The estimated transaction value is $5.91 million, calculated using the average closing price over the January-March 2026 quarter. The quarter-end value of this stake was $4.68 million, reflecting both the share purchase and price movement during the period. This new position in Shift4 Payments represents 7.09% of Emeth Value Capital, LLC's 13F reportable assets as of March 31, 2026. As of May 14, 2026, Shift4 Payments shares were priced at $41.93, down 54.4% over the past year, underperforming the S&P 500 by 82 percentage points. Continue reading
Israel’s response to recent New York Times reporting detailing the horrific sexual violence inflicted on detainees seeks to silence those who assert the basic fact of Palestinian humanity What’s most shocking about the latest accounts of sexual torture of Palestinians in Israeli custody is not just their inherent horror. It is that despite so much evidence being so visible for so long, the machine...
Israel’s response to recent New York Times reporting detailing the horrific sexual violence inflicted on detainees seeks to silence those who assert the basic fact of Palestinian humanity What’s most shocking about the latest accounts of sexual torture of Palestinians in Israeli custody is not just their inherent horror. It is that despite so much evidence being so visible for so long, the machinery of abuse and denial continues to deepen. Nicholas Kristof’s recent reporting on the issue in the New York Times brought important public attention to the issue. But abuses in Israeli custody have long been reported by former detainees, lawyers, doctors and journalists, and documented by human rights organizations. Since October 2023, this body of evidence has revealed a horrific reality: Israel’s prison system has been transformed into a criminal network of torture camps. Yuli Novak is the executive director of B’Tselem Continue reading...
A structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN) are issuing investment-grade debt at such scale that bond investors now treat them as sovereign-comparable borrowers. On a recent episode of Slate Money, the hosts talked about how hyperscalers are issuing so much debt that “they’re competing with treasuries ... Hyperscalers Now Compe...
A structural shift is happening in fixed income. Tech giants like Alphabet (NASDAQ:GOOGL) and Amazon (NASDAQ:AMZN) are issuing investment-grade debt at such scale that bond investors now treat them as sovereign-comparable borrowers. On a recent episode of Slate Money, the hosts talked about how hyperscalers are issuing so much debt that “they’re competing with treasuries ... Hyperscalers Now Competing With US Treasury for Capital, Driving Up Government Borrowing Costs
Earnings Call Insights: Okeanis Eco Tankers (ECO) Q1 2026 Management View "Q1 was a record quarter for our company" and "Q1 plus Q2 combined will be stronger than any previous year in our company's history," said (Chief Executive Officer Aristidis Alafouzos), tying the quarter’s setup to "Venezuela reopening," "India diversifying imports" and "the extremely rapid consolidation of the VLCC market b...
Earnings Call Insights: Okeanis Eco Tankers (ECO) Q1 2026 Management View "Q1 was a record quarter for our company" and "Q1 plus Q2 combined will be stronger than any previous year in our company's history," said (Chief Executive Officer Aristidis Alafouzos), tying the quarter’s setup to "Venezuela reopening," "India diversifying imports" and "the extremely rapid consolidation of the VLCC market by Sinokor-Aponte joint venture," followed by "the war in Iran" and the "Hormuz closure" dynamics. "We achieved fleet-wide time charter equivalent of about $93,000 per vessel per day" and "We report adjusted EBITDA of $110 million, adjusted net profit of $89 million and adjusted EPS of $2.33," said (Chief Financial Officer Iraklis Sbarounis). "Our Board declared a 16th consecutive quarterly dividend of $2 per share," and he added that "Over the last 4 quarters, we have distributed $5 per share or 96% of our reported net income for the period." "At quarter end, we had $176.5 million of cash" and "Our balance sheet debt was $683 million," said (CFO Sbarounis), adding "Our book leverage stands at 41%, while our market-adjusted net LTV basis latest broker values and pro forma for the acquisitions and recent transactions is now just over 30%." "We recently announced 3 new financings for 4 vessels" including "a new $50 million bank loan" at "SOFR plus 125 basis points" for Nissos Rhenia, "another $50 million bank loan" at "SOFR plus 130 basis points" for Nissos Despotiko, and "a $90 million bank loan" at "SOFR plus 120 basis points" for Nissos Tigani and Nissos Vous, said (CFO Sbarounis), adding "we have finally put behind us all our legacy sale-leasebacks." "One commercial mistake I want to flag was fixing the Nissos Nikouria for 1 year at a net rate of $90,000 per day," said (CEO Alafouzos), while also noting "the Nissos Keros is currently stuck inside the AG" and "She is being compensated on a commercially agreed rate while she waits to get out." Outlook "Looking at our guidanc...
NHS experts and MPs say he ‘told a good story’ as health secretary while kicking the difficult cans down the road UK politics live – latest updates Wes Streeting’s 22 months in office was characterised by relentless media interviews, newspaper editorials and Department of Health and Social Care press releases. They portrayed a dynamic health secretary who was clearing up the mess he inherited in t...
NHS experts and MPs say he ‘told a good story’ as health secretary while kicking the difficult cans down the road UK politics live – latest updates Wes Streeting’s 22 months in office was characterised by relentless media interviews, newspaper editorials and Department of Health and Social Care press releases. They portrayed a dynamic health secretary who was clearing up the mess he inherited in the NHS, pushing ahead with radical changes and making progress on what matters most to patients – accessing care when they need it. Having initially declared the NHS “broken” – by the Conservatives – it is six months since he first declared that the health service was now, on his watch, “on the road to recovery” – a claim he has made regularly since. He included the gist of it again – a sort of greatest hits collection – in his resignation letter to Keir Starmer at lunchtime on Thursday. Continue reading...
Our 24/7 Wall St. price target for CVS Health (NYSE:CVS) is $125.45, pointing to meaningful upside from where shares trade today. The stock closed at $86.86 on May 6, after a 7.65% single-day pop on Q1 earnings. Our model implies 44.43% upside over the next 12 months, and we are issuing a buy rating with ... Price Prediction: CVS Eyes 44% Upside After Aetna-Driven Q1 Surge
Our 24/7 Wall St. price target for CVS Health (NYSE:CVS) is $125.45, pointing to meaningful upside from where shares trade today. The stock closed at $86.86 on May 6, after a 7.65% single-day pop on Q1 earnings. Our model implies 44.43% upside over the next 12 months, and we are issuing a buy rating with ... Price Prediction: CVS Eyes 44% Upside After Aetna-Driven Q1 Surge
Corvus Pharmaceuticals ( CRVS ) lost ~13% on Thursday after the biotech posted final data from a Phase 1 trial for its lead candidate, soquelitinib, in patients with atopic dermatitis, an inflammatory skin disorder also known as eczema. Based on Cohorts 3 and 4 of the study, the California-based company noted that 50% and 75% of those who received soquelitinib at 200 mg, respectively, achieved a 7...
Corvus Pharmaceuticals ( CRVS ) lost ~13% on Thursday after the biotech posted final data from a Phase 1 trial for its lead candidate, soquelitinib, in patients with atopic dermatitis, an inflammatory skin disorder also known as eczema. Based on Cohorts 3 and 4 of the study, the California-based company noted that 50% and 75% of those who received soquelitinib at 200 mg, respectively, achieved a 75% reduction from baseline in the Eczema Area and Severity Index (EASI 75) While there were no significant safety issues across all four cohorts analyzed, about 42% of patients in both soquelitinib and placebo arms reported adverse events, all of which were Grade 1-2 and didn’t lead to dose adjustments or discontinuations. The 72-patient trial involved patients with moderate-to-severe atopic dermatitis who had failed to respond to a topical or systemic therapy. Soquelitinib, an oral therapy designed to inhibit an immune modulatory enzyme called ITK, is currently undergoing the company’s SIERRA1 Phase 2 trial, which tests the drug as a late-line option in approximately 200 patients with moderate-to-severe AD. “The soquelitinib Phase 1 data shows the potential of ITK inhibition to treat a broad range of atopic dermatitis patients, including those who are resistant to other systemic therapies,” Corvus ( CRVS ) CEO Richard Miller remarked. More on Corvus Pharmaceuticals Corvus Pharmaceuticals: Strong Clinical Narrative, Already Priced For Success Corvus Pharmaceuticals, Inc. (CRVS) Q4 2025 Earnings Call Transcript Corvus Pharmaceuticals GAAP EPS of -$0.15 misses by $0.01 Corvus jumps as Goldman Sachs initiates at Buy on lead asset Seeking Alpha’s Quant Rating on Corvus Pharmaceuticals
Former Europe minister Denis MacShane says Sir Keir Starmer could be more effective as foreign secretary than prime minister. Plus letters from Bernie Evans, Keith Flett, Alec Hamilton and Douglas Currie There is general agreement that, whatever his problems with domestic politics, Sir Keir Starmer has handled his international diplomatic duties as prime minister with aplomb. He joined with all ot...
Former Europe minister Denis MacShane says Sir Keir Starmer could be more effective as foreign secretary than prime minister. Plus letters from Bernie Evans, Keith Flett, Alec Hamilton and Douglas Currie There is general agreement that, whatever his problems with domestic politics, Sir Keir Starmer has handled his international diplomatic duties as prime minister with aplomb. He joined with all other European leaders in rejecting the Donald Trump-Benjamin Netanyahu war on Iran. He stood with Canada against Trump’s Anschluss politics of saying it should be joined with the US, and with Denmark against Trump’s attempted grab of Greenland. After years of Tory governments’ neglect of defence, Britain is sending a clear message to Vladimir Putin that his 1930s-style invasion and takeover of Ukraine will be resisted. Starmer has good relations with social democratic and socialist leaders in Europe, and Labour is again playing a role in the Party of European Socialists and the Socialist International following years of neglect after Labour left office in 2010. Continue reading...
Dr Gareth James of the Association of Surgeons in Primary Care says the commonly quoted decline in vasectomy numbers needs careful interpretation Tim Burrows is absolutely right to highlight the importance of vasectomy, the anxiety many men feel about it, and the continuing imbalance in contraceptive responsibility between men and women ( My first thought after having a vasectomy: why aren’t more ...
Dr Gareth James of the Association of Surgeons in Primary Care says the commonly quoted decline in vasectomy numbers needs careful interpretation Tim Burrows is absolutely right to highlight the importance of vasectomy, the anxiety many men feel about it, and the continuing imbalance in contraceptive responsibility between men and women ( My first thought after having a vasectomy: why aren’t more British men having them?, 11 May ). However, the commonly quoted decline in vasectomy numbers needs careful interpretation. NHS Digital figures do not capture the full picture, because they largely exclude NHS vasectomies performed in community and primary care settings, where a substantial proportion of procedures now take place. Continue reading...
By deleting photos from our phones, we can ease demand for data storage and the huge amount of electricity it uses, writes Gill Davidson , while Robert Harrison suggests the waste heat from datacentres could be repurposed Increasing energy usage by datacentres is a concerning issue, as is the associated environmental cost ( Datacentres using 6% of electricity supply in UK and US, research says, 13...
By deleting photos from our phones, we can ease demand for data storage and the huge amount of electricity it uses, writes Gill Davidson , while Robert Harrison suggests the waste heat from datacentres could be repurposed Increasing energy usage by datacentres is a concerning issue, as is the associated environmental cost ( Datacentres using 6% of electricity supply in UK and US, research says, 13 May ). Datacentres use up huge and rapidly increasing amounts of electricity, and data storage is responsible for more carbon emissions than the commercial airline industry. This is to say nothing of the contribution to land and water use, e-waste, supply chain issues, refrigerant gas leaks etc. Continue reading...
Academic freedom would be compromised by a planned deal between Cambridge University and Saudi Arabia’s defence ministry, warns Jemimah Steinfeld Your report ( Cambridge University seeks deal with Saudi defence ministry despite rights concerns, 11 May ) should be a lightning rod for anyone who cares about academic freedom in this country. According to it, Cambridge’s leadership has approved a prop...
Academic freedom would be compromised by a planned deal between Cambridge University and Saudi Arabia’s defence ministry, warns Jemimah Steinfeld Your report ( Cambridge University seeks deal with Saudi defence ministry despite rights concerns, 11 May ) should be a lightning rod for anyone who cares about academic freedom in this country. According to it, Cambridge’s leadership has approved a proposal by the university’s Judge business school to form a “memorandum of understanding” with Saudi Arabia’s defence ministry. While this has yet to be formalised, the idea itself is repugnant. The Saudi government is among the most repressive in the world. Last year – a bumper year for executions there – a journalist was among those killed simply for reporting. Scores more remain behind bars all for speaking out about abuses. It is hard to see how any deal with the petrol state would not come at a cost to us. Even if an agreement is fleshed out to state academic freedom would be protected, self-censorship has a terrible habit of creeping in when money is on the line. Continue reading...
Inflation has jumped by 3.8% in April from a year ago, according to the latest Consumer Price Index data published by the Bureau of Labor Statistics. That's the highest spike in three years. The good news for retirees is that the cost-of-living adjustment (COLA) forecast is also increasing. The Senior Citizens League, a nongovernmental advocacy group, estimates that the 2027 COLA will be 3.9% base...
Inflation has jumped by 3.8% in April from a year ago, according to the latest Consumer Price Index data published by the Bureau of Labor Statistics. That's the highest spike in three years. The good news for retirees is that the cost-of-living adjustment (COLA) forecast is also increasing. The Senior Citizens League, a nongovernmental advocacy group, estimates that the 2027 COLA will be 3.9% based on the most recent inflation data. We'll have to wait until October to learn the official 2027 COLA from the Social Security Administration. However, there's unfortunate news for retirees expecting to lean on the COLA amid surging inflation. Continue reading
AI芯片制造商Cerebras Systems Inc.（CBRS）美国IPO首日开盘上涨89%，报350美元，此前给出的IPO发行价为每股185美元。 美股费城半导体指数目前涨0.8%，标普500指数涨幅收窄至不足0.8%，纳指涨0.99%，纳斯达克100指数涨0.92%。 值得一提的是，5月14日美股开盘以来，彭博对该公司开盘价的预测只有四次，明显低于以往的美股热门IPO。
AI芯片制造商Cerebras Systems Inc.（CBRS）美国IPO首日开盘上涨89%，报350美元，此前给出的IPO发行价为每股185美元。 美股费城半导体指数目前涨0.8%，标普500指数涨幅收窄至不足0.8%，纳指涨0.99%，纳斯达克100指数涨0.92%。 值得一提的是，5月14日美股开盘以来，彭博对该公司开盘价的预测只有四次，明显低于以往的美股热门IPO。