If POTUS can really bomb peace, stability and women’s rights into the Middle East, I’ll take my hat off to him. Judging by his role in Gaza, I won’t hold my breath Donald Trump says Keir Starmer has damaged the special relationship by not helping him more in the US-Israel war on Iran. But you have to remember that when you do help, Trump pretends you didn’t anyway, and also pisses on your war dead...
If POTUS can really bomb peace, stability and women’s rights into the Middle East, I’ll take my hat off to him. Judging by his role in Gaza, I won’t hold my breath Donald Trump says Keir Starmer has damaged the special relationship by not helping him more in the US-Israel war on Iran. But you have to remember that when you do help, Trump pretends you didn’t anyway, and also pisses on your war dead . Still, what could be more enticing than the Americans trying to sell you a timeshare on a war in the Middle East? And so to Iran. “War is the realm of uncertainty,” said Carl von Clausewitz, who – and not to be a bitch – I still think of as a more impressive military theorist than Pete Hegseth. Certainly, Carl had fewer Crusades tattoos than the US defence secretary. Hegseth is 100% certain about all his nailed-down positions, even the ones in apparent conflict with each other. And it feels like a great sign that he, Marco Rubio and JD Vance already seem to have different rationales for why this war was launched. This is an administration that came to power on an explicit “no more wars” ticket – but look, as Pete keeps saying, this isn’t a regime-change war. If that seems confusing, given he first said it about 10 minutes after US-Israeli strikes had just cratered the ayatollah’s compound, Hegseth has since been on hand to scoff that what’s going down in Iran is “no nation-building quagmire, no democracy-building exercise” . Marina Hyde is a Guardian columnist Continue reading...
cacaroot/iStock via Getty Images Market Overview Global markets in the fourth quarter were shaped by the interplay of central bank policy, shifting rate expectations, and recurring geopolitical and trade-related headlines. The Federal Reserve lowered rates at its final meeting of the year, but investors continued to debate how quickly additional easing might unfold as growth signals stayed resilie...
cacaroot/iStock via Getty Images Market Overview Global markets in the fourth quarter were shaped by the interplay of central bank policy, shifting rate expectations, and recurring geopolitical and trade-related headlines. The Federal Reserve lowered rates at its final meeting of the year, but investors continued to debate how quickly additional easing might unfold as growth signals stayed resilient and inflation readings were interpreted through the lens of data disruptions tied to the government shutdown. Equity markets advanced in a more selective fashion, with ongoing enthusiasm around AI-related investment alongside periodic rotations that favored smaller-cap and value segments at times versus the most crowded mega-cap areas. Outside the U.S., a weaker dollar and relatively more attractive valuations supported international equities; within that, emerging markets also posted gains but tended to trail developed markets modestly, with dispersion across countries and style factors remaining an important driver of results. Meanwhile, intermittent tariff developments and geopolitical risks—including renewed tensions in the Middle East and Venezuela—contributed to bouts of volatility that influenced energy pricing and reinforced demand for perceived safe havens such as gold. Performance Summary Hartford Conservative Allocation Fund (I share) underperformed its benchmark during the period. The main driver of the fund's underperformance versus the benchmark was performance of the underlying positions relative to their individual benchmarks. In particular, Hartford World Bond Fund, Hartford Strategic Income ETF and Hartford Core Equity Fund underperformed their respective benchmarks. Asset allocation decisions did not materially impact performance during the period. Positioning & Outlook Our stance remains overweight equities and underweight fixed income, with balanced regional and style exposure. We expect lower US interest rates and increased government spending in Eu...
(RTTNews) - Byrna Technologies Inc. (BYRN), a defense technology company, announced Tuesday that Bryan Ganz is retiring as Chief Executive Officer and as a member of the Company's Board of Directors. Ganz has been CEO since 2019 after first joining the Company's Board in 2016. Following an extensive search process, with the assistance of a leading independent search firm, the Byrna Board has appoi...
(RTTNews) - Byrna Technologies Inc. (BYRN), a defense technology company, announced Tuesday that Bryan Ganz is retiring as Chief Executive Officer and as a member of the Company's Board of Directors. Ganz has been CEO since 2019 after first joining the Company's Board in 2016. Following an extensive search process, with the assistance of a leading independent search firm, the Byrna Board has appointed Conn Davis to succeed Ganz and join the Board as a Director, effective immediately. To facilitate a smooth transition, Ganz will serve as an advisor to support the incoming CEO for up to six months. Additionally, as part of Byrna's broader leadership succession strategy, TJ Kennedy, who has served as a Director since September 2025, has been elected to succeed Herbert Hughes as Chair of the Board. Hughes will continue to serve as a Director on the Board. Davis most recently served in a series of executive leadership positions at MasterBrand, Inc., culminating in his role as Executive Vice President, Strategy and Corporate Development. Earlier in his time at MasterBrand, Davis served as EVP, Corporate Strategy and GM eCommerce, after serving as Vice President, Corporate Strategy. Prior to joining MasterBrand, Davis served as Director of Strategy at Fortune Brands Home & Security, before which he worked at Bain & Company and at Jenkins & Kling, P.C. and Brown & James, P.C. as an attorney. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Md Saiful Islam Khan/iStock via Getty Images Thesis Arcus Biosciences ( RCUS ) managed to post a 4Q25 GAAP EPS of -$0.89, a figure that beat consensus estimates by about $0.14. We saw some better-than-expected cost control and decent collaboration revenue throughout the quarter. The company also posted a revenue figure of $33 million, down just 8.3% year over year but still beating expectations by...
Md Saiful Islam Khan/iStock via Getty Images Thesis Arcus Biosciences ( RCUS ) managed to post a 4Q25 GAAP EPS of -$0.89, a figure that beat consensus estimates by about $0.14. We saw some better-than-expected cost control and decent collaboration revenue throughout the quarter. The company also posted a revenue figure of $33 million, down just 8.3% year over year but still beating expectations by $8.06 million. This was driven mainly by partnership-related payments. But overall, the quarter showed us pretty solid earnings and revenue beat despite Arcus still going through a heavy investment phase with no commercial products yet. Arcus now has a pretty busy 2026, with most of the spending going towards Casdatifan, a next-generation, orally administered small-molecule inhibitor of hypoxia-inducible factor-2 alpha. So far, we have seen a whole host of positive data, which is largely why the stock price has run up so much across 2025. Much of the upside ahead and future revenue would be dependent on the candidate, so it's worth looking into what we've seen so far and what we need to see for upcoming trials to justify a valuation profile, which is now screening as a bit expensive. Arcus Biosciences FY25 financial results Arcus just closed out a pretty strong FY25 . We also saw a very decent balance sheet for a clinical-stage biotech, with about $1.01 billion in cash, cash equivalents, and marketable securities, up slightly from $992 million at the end of FY24. Now, the jump in cash was mainly driven by about $429 million in equity financing, a $50 million drawdown on its term loan facility, and $37 million in milestone and option payments from Taiho. All this more than offset their elevated R&D spending. Management also expects that cash position to fund operations into at least 2H28, which is a major positive for investors given the multiple Phase 3 programs they have going on. Arcus Biosciences, Inc. As for revenue, FY25 saw about $247 million, down only slightly from...
Prime Medicine, Inc. (PRME) came out with a quarterly loss of $0.22 per share versus the Zacks Consensus Estimate of a loss of $0.25. This compares to a loss of $0.31 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +13.39%. A quarter ago, it was expected that this company would post a loss of $0.28 per share when it...
Prime Medicine, Inc. (PRME) came out with a quarterly loss of $0.22 per share versus the Zacks Consensus Estimate of a loss of $0.25. This compares to a loss of $0.31 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +13.39%. A quarter ago, it was expected that this company would post a loss of $0.28 per share when it actually produced a loss of $0.32, delivering a surprise of -14.29%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Prime Medicine, Inc., which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $0.84 million for the quarter ended December 2025, missing the Zacks Consensus Estimate by 63.64%. This compares to year-ago revenues of $2.18 million. The company has not been able to beat consensus revenue estimates over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Prime Medicine, Inc. shares have added about 34.3% since the beginning of the year versus the S&P 500's gain of 0.5%. What's Next for Prime Medicine, Inc.? While Prime Medicine, Inc. has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing ...
J Studios/DigitalVision via Getty Images Investing for retirement or financial independence cash flows can be split into two broad categories: High-yield, low to no income growth. Low yield, strong income growth. Each of these categories comes with its own pros and cons. For example, the benefit of high-yield focus is that it has the potential to get the investor closer to the promised land sooner...
J Studios/DigitalVision via Getty Images Investing for retirement or financial independence cash flows can be split into two broad categories: High-yield, low to no income growth. Low yield, strong income growth. Each of these categories comes with its own pros and cons. For example, the benefit of high-yield focus is that it has the potential to get the investor closer to the promised land sooner (i.e., the portfolio can hit the envisaged income target sooner). The disadvantage here is that high yield tends to come with higher risks, where investors could every now and then fall into a value trap, which would hamper the progress. Conversely, the second category - income growth focused - is where the odds of experiencing significant income setbacks are relatively limited, but so is the speed at which investors can compound the income-producing portfolio, which automatically translates to either a longer time horizon or more capital required to reach the desired target. My approach is to combine both categories into one while maintaining some bias towards the higher-yielding instruments such as BDCs ( BIZD ), high-quality leveraged CEFs ( PDI ), and prudently structured OTM covered call ETFs ( QQQI ). In practice, it is very difficult to find securities that embody a balance between yield and growth. Typically, we have either really strong growth yield picks like the Schwab US Dividend Equity ETF ( SCHD ) or securities from the aforementioned asset classes, where income growth is not only defined as an investment objective but also something that happens very rarely on the ground. This is, of course, fine. However, there are certain exceptions where we can put the strategy to work by making direct investments into particular securities. By deploying capital into these securities, we can expect a) tangible income, b) income growth, and, more importantly, c) income durability, which is quite a natural outcome if both a) and b) points are combined. In this article, I wo...
Conagra Brands (CAG 0.68%) has paid a dividend every year since 1976 and currently offers a tasty yield of 7.3%. That high yield doesn't come free, as the company faces challenges driving sales growth and weak profitability. With the stock trading at around $19 at the time of writing -- down 24% over the past year -- can investors expect the dividend to be sustained and the stock to recover to $25...
Conagra Brands (CAG 0.68%) has paid a dividend every year since 1976 and currently offers a tasty yield of 7.3%. That high yield doesn't come free, as the company faces challenges driving sales growth and weak profitability. With the stock trading at around $19 at the time of writing -- down 24% over the past year -- can investors expect the dividend to be sustained and the stock to recover to $25 in the next year or so? I think so, but management's efforts to stabilize sales and profitability will need to show results. Sales are down, but brands are gaining market share Conagra owns many top brands like Slim Jim, Orville Redenbacher's, and Marie Callender's. But higher grocery prices have been a significant headwind for some food stocks over the past few years. The company is currently trying to return to sales growth after a weak stretch. Its organic (non-GAAP) sales fell 3% year over year in the last quarter. There are good reasons to expect improvement. Conagra's frozen and snack brands, which generate about 70% of the company's sales, are holding or gaining market share. The company's brands remain relevant, and it also validates management's strategy of investing in food options with more protein and fiber, which is resonating with shoppers. These share gains could signal a return to sales growth coming soon. But it's also essential for Conagra to show improved margins to maintain the $0.35 quarterly dividend, since investors are likely interested in the stock for the dividend. Expand NYSE : CAG Conagra Brands Today's Change ( -0.68 %) $ -0.13 Current Price $ 19.05 Key Data Points Market Cap $9.2B Day's Range $ 19.00 - $ 19.07 52wk Range $ 15.96 - $ 28.52 Volume 4.3K Avg Vol 12M Gross Margin 24.54 % Dividend Yield 7.30 % Can the stock hit $25? The company's profits have been declining and are expected to decrease again this year. However, part of this weakness stemmed from a strategic decision: A year ago, management decided to invest in driving higher sales v...
Ingersoll Rand Inc. IR is poised to gain from the exposure to various end markets, including industrial manufacturing, mining & construction, energy, transportation, medical and laboratory sciences, food and beverage packaging, as well as chemical processing. The company continues to see higher orders across its product portfolio of industrial vacuums and blowers, power tools and compressors, whic...
Ingersoll Rand Inc. IR is poised to gain from the exposure to various end markets, including industrial manufacturing, mining & construction, energy, transportation, medical and laboratory sciences, food and beverage packaging, as well as chemical processing. The company continues to see higher orders across its product portfolio of industrial vacuums and blowers, power tools and compressors, which will drive the Industrial Technologies & Services (IT&S) segment. The segment’s order totaled $1.55 billion, up 9% year over year in the fourth quarter of 2025. Strong momentum in the life sciences business, driven by growth in fluid handling product orders within the legacy Gardner Denver Medical platform, is likely to be a tailwind for the Precision and Science Technologies segment. Strength in the precision technologies business and an increase in demand for biopharma solutions also bode well. The segment reported an order of $402.2 million in the fourth quarter, up 6.5% year over year. Ingersoll Rand believes in expanding its market presence, solidifying its customer base and enhancing product offerings through acquisitions. In the fourth quarter of 2025, acquisitions contributed 4% to total revenues. In November 2025, it acquired Transvac Systems Ltd., which enhanced Ingersoll Rand’s portfolio of engineered solutions with advanced ejector and hybrid systems. Transvac is incorporated into the company’s Industrial Technologies and Services segment. In August 2025, IR acquired Dave Barry Plastics, which boosted its life science portfolio. Dave Barry Plastics is incorporated into Ingersoll Rand’s Precision and Science Technologies segment. In June 2025, the company acquired Lead Fluid (Baoding) Intelligent Equipment Manufacturing Co., Ltd (Lead Fluid), which boosted its life science business in China. Lead Fluid is incorporated into the Precision and Science Technologies segment. In April 2025, Ingersoll completed the acquisition of G & D Chillers, Inc. (G&D) and Advance...
Palantir Technologies Inc. PLTR is rapidly evolving beyond its defense origins, driven by two flagship platforms, Foundry and Gotham, that are reshaping data intelligence across industries. Foundry: The Commercial Growth Engine Foundry stands at the core of Palantir’s commercial expansion, enabling enterprises to turn complex, siloed data into actionable intelligence. The platform integrates infor...
Palantir Technologies Inc. PLTR is rapidly evolving beyond its defense origins, driven by two flagship platforms, Foundry and Gotham, that are reshaping data intelligence across industries. Foundry: The Commercial Growth Engine Foundry stands at the core of Palantir’s commercial expansion, enabling enterprises to turn complex, siloed data into actionable intelligence. The platform integrates information from ERP systems, IoT feeds and databases through 200+ prebuilt connectors, using automated low-code pipelines to unify structured and unstructured data. Its embedded analytics and machine learning capabilities empower use cases ranging from supply chain optimization and anti-money laundering to predictive manufacturing. Security remains fundamental to Foundry’s architecture, featuring role-based access, end-to-end data lineage and real-time workload orchestration through Apache Spark and Flink. These attributes make it enterprise-grade and trusted by clients like Lear Corporation, which expanded Foundry across its operations to achieve measurable cost savings. Palantir’s U.S. commercial revenues surged 137% year over year in the fourth quarter of 2025, largely propelled by Foundry-driven workflows. The August 2025 release of Foundry DevOps now streamlines app deployment and lifecycle management, extending the platform’s reach. Gotham: Powering Secure Intelligence at Scale Gotham, Palantir’s original data intelligence platform, continues to define mission-critical analytics. It integrates and visualizes vast datasets in real time, using AI and machine learning to identify threats, detect anomalies, and enhance situational awareness through geospatial mapping and network analytics. Its robust architecture and collaborative tools make it indispensable for governments, defense, and even commercial sectors like healthcare and finance. Together, Foundry and Gotham represent Palantir’s twin pillars of growth, merging secure, scalable data integration with AI-driven insight...
Aon plc AON continues to drive growth through strategic acquisitions and partnerships. New business growth and solid retention rates in solution lines are major tailwinds. Headquartered in Dublin, Ireland, AON offers risk management services, insurance, brokerage and other services. Let’s delve deeper. AON’s Growth Drivers AON generates steady mid-single-digit or better organic revenue growth, sup...
Aon plc AON continues to drive growth through strategic acquisitions and partnerships. New business growth and solid retention rates in solution lines are major tailwinds. Headquartered in Dublin, Ireland, AON offers risk management services, insurance, brokerage and other services. Let’s delve deeper. AON’s Growth Drivers AON generates steady mid-single-digit or better organic revenue growth, supported by strong new business generation and consistent client retention in the mid-90% range. The company continues to deepen relationships through its Enterprise Client Group and Aon Client Leadership framework, which is translating into expanded mandates and higher-quality recurring revenues. In 2025, total revenues rose 9.4% year over year. Aon strengthens its global reach and advisory capabilities through targeted, high-return acquisitions and partnerships. The $13 billion NFP acquisition broadened its middle-market presence, while the purchase of Griffiths & Armour expanded its U.K. footprint. Deals in Latin America and cybersecurity, including partnerships with Cover Whale and Binary Defense, enhance growth in high-demand areas. Collaboration with DataRobot supports AI-driven client onboarding and servicing efficiencies. Also, Aon does not shy away from divesting non-core, lower-return businesses such as its Cybersecurity, IP Litigation Consulting Groups and NFP Wealth business to sharpen focus on high-return segments. This has contributed to a trailing 12-month return on capital (ROC) of 15.7%, well above the industry average of 9%. It is anchoring its growth strategy around disciplined execution of its 3x3 plan and the broader Aon United model, which integrates risk capital and human capital capabilities. The company invests in technology, operational consolidation and evolving solutions to meet emerging client needs, positioning it for scalable operations and long-term sustainable growth. A central growth engine is Aon Business Services (ABS), which underpins marg...
Palantir Technologies Inc. PLTR is rapidly evolving beyond its defense origins, driven by two flagship platforms, Foundry and Gotham, that are reshaping data intelligence across industries. Foundry: The Commercial Growth Engine Foundry stands at the core of Palantir’s commercial expansion, enabling enterprises to turn complex, siloed data into actionable intelligence. The platform integrates infor...
Palantir Technologies Inc. PLTR is rapidly evolving beyond its defense origins, driven by two flagship platforms, Foundry and Gotham, that are reshaping data intelligence across industries. Foundry: The Commercial Growth Engine Foundry stands at the core of Palantir’s commercial expansion, enabling enterprises to turn complex, siloed data into actionable intelligence. The platform integrates information from ERP systems, IoT feeds and databases through 200+ prebuilt connectors, using automated low-code pipelines to unify structured and unstructured data. Its embedded analytics and machine learning capabilities empower use cases ranging from supply chain optimization and anti-money laundering to predictive manufacturing. Security remains fundamental to Foundry’s architecture, featuring role-based access, end-to-end data lineage and real-time workload orchestration through Apache Spark and Flink. These attributes make it enterprise-grade and trusted by clients like Lear Corporation, which expanded Foundry across its operations to achieve measurable cost savings. Palantir’s U.S. commercial revenues surged 137% year over year in the fourth quarter of 2025, largely propelled by Foundry-driven workflows. The August 2025 release of Foundry DevOps now streamlines app deployment and lifecycle management, extending the platform’s reach. Gotham: Powering Secure Intelligence at Scale Gotham, Palantir’s original data intelligence platform, continues to define mission-critical analytics. It integrates and visualizes vast datasets in real time, using AI and machine learning to identify threats, detect anomalies, and enhance situational awareness through geospatial mapping and network analytics. Its robust architecture and collaborative tools make it indispensable for governments, defense, and even commercial sectors like healthcare and finance. Together, Foundry and Gotham represent Palantir’s twin pillars of growth, merging secure, scalable data integration with AI-driven insight...
Palantir Technologies Inc. PLTR is rapidly evolving beyond its defense origins, driven by two flagship platforms, Foundry and Gotham, that are reshaping data intelligence across industries. Foundry: The Commercial Growth Engine Foundry stands at the core of Palantir’s commercial expansion, enabling enterprises to turn complex, siloed data into actionable intelligence. The platform integrates infor...
Palantir Technologies Inc. PLTR is rapidly evolving beyond its defense origins, driven by two flagship platforms, Foundry and Gotham, that are reshaping data intelligence across industries. Foundry: The Commercial Growth Engine Foundry stands at the core of Palantir’s commercial expansion, enabling enterprises to turn complex, siloed data into actionable intelligence. The platform integrates information from ERP systems, IoT feeds and databases through 200+ prebuilt connectors, using automated low-code pipelines to unify structured and unstructured data. Its embedded analytics and machine learning capabilities empower use cases ranging from supply chain optimization and anti-money laundering to predictive manufacturing. Security remains fundamental to Foundry’s architecture, featuring role-based access, end-to-end data lineage and real-time workload orchestration through Apache Spark and Flink. These attributes make it enterprise-grade and trusted by clients like Lear Corporation, which expanded Foundry across its operations to achieve measurable cost savings. Palantir’s U.S. commercial revenues surged 137% year over year in the fourth quarter of 2025, largely propelled by Foundry-driven workflows. The August 2025 release of Foundry DevOps now streamlines app deployment and lifecycle management, extending the platform’s reach. Gotham: Powering Secure Intelligence at Scale Gotham, Palantir’s original data intelligence platform, continues to define mission-critical analytics. It integrates and visualizes vast datasets in real time, using AI and machine learning to identify threats, detect anomalies, and enhance situational awareness through geospatial mapping and network analytics. Its robust architecture and collaborative tools make it indispensable for governments, defense, and even commercial sectors like healthcare and finance. Together, Foundry and Gotham represent Palantir’s twin pillars of growth, merging secure, scalable data integration with AI-driven insight...
News highlights: 1/3 the power consumption and 1/3 smaller footprint versus standard RDIMMs - enabled by the industry's first monolithic 32Gb LPDDR5X die - enabled by the industry's first monolithic 32Gb LPDDR5X die 2.3 times faster time to first token for long-context LLM inference, and 3 times better performance per watt in stand-alone CPU applications for long-context LLM inference, and in stan...
News highlights: 1/3 the power consumption and 1/3 smaller footprint versus standard RDIMMs - enabled by the industry's first monolithic 32Gb LPDDR5X die - enabled by the industry's first monolithic 32Gb LPDDR5X die 2.3 times faster time to first token for long-context LLM inference, and 3 times better performance per watt in stand-alone CPU applications for long-context LLM inference, and in stand-alone CPU applications 1.33 times more capacity per module - enabling 2TB LPDRAM per 8-channel server CPU for both AI and high-performance compute (HPC) A Media Snippet accompanying this announcement is available by clicking on this link. BOISE, Idaho, March 03, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today extended its leadership in low-power server memory by shipping customer samples of the industry’s highest-capacity LPDRAM module - 256GB SOCAMM2. Enabled by the industry’s first monolithic 32Gb LPDDR5X design, this milestone represents a transformational step forward for AI data centers, delivering low-power memory capacity that can unlock new system architectures. The convergence of AI training, inference, agentic AI and general-purpose compute are driving more demanding memory requirements and reshaping data center system architectures. Modern AI workloads drive large model parameters, expansive context windows and persistent key value (KV) caches, while core compute continues to scale in data intensity, concurrency and memory footprint. Get the latest news delivered to your inbox Sign up for The Manila Times newsletters By signing up with an email address, I acknowledge that I have read and agree to the Terms of Service and Privacy Policy Across these workloads, memory capacity, bandwidth efficiency, latency and power efficiency have become primary system level constraints, directly influencing performance, scalability and total cost of ownership. LPDRAM’s unique combination of these attributes position it as a cornerstone solution for both AI ...
JHVEPhoto/iStock Editorial via Getty Images Reasons to buy ENB With its $115 billion market capitalization, Enbridge ( ENB ) is North America's largest company in the Oil and Gas Storage and Transportation industry . Oil and gas professionals usually call this industry in one word - "Midstream". Despite Enbridge is a Canadian company headquartered in Calgary, its operations span across the U.S. as...
JHVEPhoto/iStock Editorial via Getty Images Reasons to buy ENB With its $115 billion market capitalization, Enbridge ( ENB ) is North America's largest company in the Oil and Gas Storage and Transportation industry . Oil and gas professionals usually call this industry in one word - "Midstream". Despite Enbridge is a Canadian company headquartered in Calgary, its operations span across the U.S. as well. Besides wide geographical presence, Enbridge's business consists of various segments. As the below breakdown from Enbridge's 10-K for FY2025 demonstrates, company's earnings are split approximately equal between crude oil midstream (Liquids Pipelines segment) and natural gas midstream (Gas Transmission and Gas Distribution and Storage segments). Enbridge's 10-K The above table is very useful as it demonstrates that the management is prioritizing growth in segments with natural gas exposure. It is an important positive factor for me as it indicates that the management is proactively reacting to the secular energy transition shift from fossil fuels to cleaner energy sources. Natural gas is a very important component of this secular shift since it is cleaner than coal and crude oil, what makes it kind of a "bridge fuel" between two eras. At the same time, it is also important to understand that energy transition is a slow process due to various reasons (economic, technological, geopolitical), meaning that ENB's substantial crude oil exposure doesn't mean fundamental weakness. The company isn't just the biggest midstream operator in North America but also boasts significant and growing exposure to the richest oil and gas formations like Permian Basin and Bakken. Enbridge is a linchpin of the country's natural gas industry as it owns and operates extensive pipelines, gas storage facilities, and gas processing plants. I am focusing heavily on Enbridge's extensive natural gas exposure because recent military escalation in the Middle East appears to serve as a massive tailwi...
A statement from the band said: "We could never have imagined that we would be recognised in this way – the first female group to be given their very own coin… what a moment for girl power."
A statement from the band said: "We could never have imagined that we would be recognised in this way – the first female group to be given their very own coin… what a moment for girl power."
Credo Technology Group Holding Ltd. CRDO recently partnered with TensorWave to build reliable, production-grade AI infrastructure at scale. TensorWave, an AMD-exclusive AI cloud provider, is focused on delivering high-performance infrastructure optimized for large-scale training and inference. As cluster sizes grow, network stability becomes just as important as raw GPU performance. That is where ...
Credo Technology Group Holding Ltd. CRDO recently partnered with TensorWave to build reliable, production-grade AI infrastructure at scale. TensorWave, an AMD-exclusive AI cloud provider, is focused on delivering high-performance infrastructure optimized for large-scale training and inference. As cluster sizes grow, network stability becomes just as important as raw GPU performance. That is where Credo’s ZeroFlap (ZF) portfolio comes in. TensorWave will deploy CRDO’s ZF family of Active Electrical Cables (AECs) and optical transceivers across future AI cluster builds, aiming for faster time to first token, higher cluster utilization and improved reliability in large-scale AMD-powered AI clouds. ZF AECs and optics are designed specifically for scale-out AI networks. The company has already deployed millions of ZeroFlap AECs in large AI clusters, achieving an industry-leading 100 million hours MTBF, with no link-flap events induced by soft errors. Credo claims its ZeroFlap technology delivers reliability up to 1,000 times better than legacy interconnect solutions. If sustained in production, this kind of improvement directly enhances uptime and reduces operational friction. Beyond electrical cables, Credo’s ZeroFlap optical transceivers feature hardened optical designs, advanced telemetry capabilities and in-band messaging for remote infrastructure management. This allows operators to monitor and manage bare-metal infrastructure remotely, reducing the need for manual intervention and improving operational efficiency. A key differentiator is integration with Credo’s PILOT telemetry management system. Deep, real-time telemetry enables proactive monitoring, faster fault isolation and predictive reliability management. For TensorWave, this strengthens its value proposition to AI labs and enterprise customers demanding production-grade reliability. For Credo, this collaboration reinforces its positioning as a key enabler of AI infrastructure rather than just a component su...
Credo Technology Group Holding Ltd. CRDO recently partnered with TensorWave to build reliable, production-grade AI infrastructure at scale. TensorWave, an AMD-exclusive AI cloud provider, is focused on delivering high-performance infrastructure optimized for large-scale training and inference. As cluster sizes grow, network stability becomes just as important as raw GPU performance. That is where ...
Credo Technology Group Holding Ltd. CRDO recently partnered with TensorWave to build reliable, production-grade AI infrastructure at scale. TensorWave, an AMD-exclusive AI cloud provider, is focused on delivering high-performance infrastructure optimized for large-scale training and inference. As cluster sizes grow, network stability becomes just as important as raw GPU performance. That is where Credo’s ZeroFlap (ZF) portfolio comes in. TensorWave will deploy CRDO’s ZF family of Active Electrical Cables (AECs) and optical transceivers across future AI cluster builds, aiming for faster time to first token, higher cluster utilization and improved reliability in large-scale AMD-powered AI clouds. ZF AECs and optics are designed specifically for scale-out AI networks. The company has already deployed millions of ZeroFlap AECs in large AI clusters, achieving an industry-leading 100 million hours MTBF, with no link-flap events induced by soft errors. Credo claims its ZeroFlap technology delivers reliability up to 1,000 times better than legacy interconnect solutions. If sustained in production, this kind of improvement directly enhances uptime and reduces operational friction. Beyond electrical cables, Credo’s ZeroFlap optical transceivers feature hardened optical designs, advanced telemetry capabilities and in-band messaging for remote infrastructure management. This allows operators to monitor and manage bare-metal infrastructure remotely, reducing the need for manual intervention and improving operational efficiency. A key differentiator is integration with Credo’s PILOT telemetry management system. Deep, real-time telemetry enables proactive monitoring, faster fault isolation and predictive reliability management. For TensorWave, this strengthens its value proposition to AI labs and enterprise customers demanding production-grade reliability. For Credo, this collaboration reinforces its positioning as a key enabler of AI infrastructure rather than just a component su...
Credo Technology Group Holding Ltd. CRDO recently partnered with TensorWave to build reliable, production-grade AI infrastructure at scale. TensorWave, an AMD-exclusive AI cloud provider, is focused on delivering high-performance infrastructure optimized for large-scale training and inference. As cluster sizes grow, network stability becomes just as important as raw GPU performance. That is where ...
Credo Technology Group Holding Ltd. CRDO recently partnered with TensorWave to build reliable, production-grade AI infrastructure at scale. TensorWave, an AMD-exclusive AI cloud provider, is focused on delivering high-performance infrastructure optimized for large-scale training and inference. As cluster sizes grow, network stability becomes just as important as raw GPU performance. That is where Credo’s ZeroFlap (ZF) portfolio comes in. TensorWave will deploy CRDO’s ZF family of Active Electrical Cables (AECs) and optical transceivers across future AI cluster builds, aiming for faster time to first token, higher cluster utilization and improved reliability in large-scale AMD-powered AI clouds. ZF AECs and optics are designed specifically for scale-out AI networks. The company has already deployed millions of ZeroFlap AECs in large AI clusters, achieving an industry-leading 100 million hours MTBF, with no link-flap events induced by soft errors. Credo claims its ZeroFlap technology delivers reliability up to 1,000 times better than legacy interconnect solutions. If sustained in production, this kind of improvement directly enhances uptime and reduces operational friction. Beyond electrical cables, Credo’s ZeroFlap optical transceivers feature hardened optical designs, advanced telemetry capabilities and in-band messaging for remote infrastructure management. This allows operators to monitor and manage bare-metal infrastructure remotely, reducing the need for manual intervention and improving operational efficiency. A key differentiator is integration with Credo’s PILOT telemetry management system. Deep, real-time telemetry enables proactive monitoring, faster fault isolation and predictive reliability management. For TensorWave, this strengthens its value proposition to AI labs and enterprise customers demanding production-grade reliability. For Credo, this collaboration reinforces its positioning as a key enabler of AI infrastructure rather than just a component su...