中東局勢｜汽車會促油公司勿即時漲價 籲拓展採購渠道 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】汽車會憂慮本港汽油價格因中東戰事飆升，呼籲油公司拓展採購渠道。 香港汽車會說中東局勢令油價飆升，已即時反映於本港油...
中東局勢｜汽車會促油公司勿即時漲價 籲拓展採購渠道 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】汽車會憂慮本港汽油價格因中東戰事飆升，呼籲油公司拓展採購渠道。 香港汽車會說中東局勢令油價飆升，已即時反映於本港油站的汽油零售價，多家油公司零售牌價已升至超過每公升30元，認為油公司售賣為庫存汽油是中東戰事前採購，不應該即時漲價；又稱戰事持續，預料國際油價會繼續上漲，呼籲油公司拓展廉價採購渠道。
Earnings Call Insights: Costco Wholesale Corporation (COST) Q2 2026 Management View CEO Ron Vachris addressed the evolving tariff environment, stating the company is "reducing the impact of tariff on prices for our members" and leveraging strategies such as moving production, consolidating global buying, and increasing Kirkland Signature sourcing. Vachris indicated, "Our buyers continue to act wit...
Earnings Call Insights: Costco Wholesale Corporation (COST) Q2 2026 Management View CEO Ron Vachris addressed the evolving tariff environment, stating the company is "reducing the impact of tariff on prices for our members" and leveraging strategies such as moving production, consolidating global buying, and increasing Kirkland Signature sourcing. Vachris indicated, "Our buyers continue to act with great agility and urgency, always with the goal of reducing the impact of tariff on prices for our members." Vachris highlighted ongoing price reductions: "During the second quarter, we lowered prices on key items such as eggs, cheese, coffee and some paper products as we saw lower inflation in these commodities." On growth, Vachris shared, "We opened 4 warehouses, including 1 relocation in the U.S., 1 net new U.S. location and 2 additional Canadian business centers. This brings our total warehouse count to 924 warehouses worldwide. We currently expect to have 28 net new openings in fiscal year '26 and are targeting 30-plus new openings per year in the coming years." Vachris reported digital improvements with member experience enhancements, including "mobile wallet enhancements, pharmacy pay ahead and the rollout of employee pre-scan technology," and the piloting of automated pay stations with 8-second average transaction times. CFO Gary Millerchip stated, "Net income for the second quarter came in at $2.035 billion or $4.58 per diluted share up nearly 14% from $1.788 billion or $4.02 per diluted share in the second quarter last year. Net sales for the second quarter were $68.24 billion, an increase of 9.1% from $62.53 billion in Q2 2025." Millerchip also noted, "We reported membership fee income of $1.355 billion, an increase of $162 million or 13.6% year-over-year." Outlook Vachris reaffirmed the company's focus on expansion, stating, "We currently expect to have 28 net new openings in fiscal year '26 and are targeting 30-plus new openings per year in the coming years."...
NewLake Capital Partners ( NLCP ) declares $0.43/share quarterly dividend , in line with previous. Forward yield 10.79% Payable Jan. 15; for shareholders of record Dec. 31; ex-div Dec. 31. See NLCP Dividend Scorecard, Yield Chart, & Dividend Growth. More on NewLake Capital Partners NewLake Capital Partners: An Undervalued REIT With Double-Digit Yield NewLake Capital Partners, Inc. (NLCP) Discusses...
NewLake Capital Partners ( NLCP ) declares $0.43/share quarterly dividend , in line with previous. Forward yield 10.79% Payable Jan. 15; for shareholders of record Dec. 31; ex-div Dec. 31. See NLCP Dividend Scorecard, Yield Chart, & Dividend Growth. More on NewLake Capital Partners NewLake Capital Partners: An Undervalued REIT With Double-Digit Yield NewLake Capital Partners, Inc. (NLCP) Discusses Sale Leaseback Model and Macroeconomic Factors in Cannabis Real Estate Transcript NewLake Capital Partners (NLCP): A Cannabis REIT With An 11% Yield | 2-Minute Analysis NewLake Capital Partners Q4 2025 Earnings Preview Small-Cap real estate stocks ranked by quant ratings after earnings season
ipopba/iStock via Getty Images We are beginning to see signs that the unprecedented global tightening cycle of the past few years is impacting companies. - Marathon London Market in Review The fourth quarter started with relative calm, as most global markets trended sideways until the final week of November. In the previous week, a downswing had been in place, but the trend reversed – and the upsw...
ipopba/iStock via Getty Images We are beginning to see signs that the unprecedented global tightening cycle of the past few years is impacting companies. - Marathon London Market in Review The fourth quarter started with relative calm, as most global markets trended sideways until the final week of November. In the previous week, a downswing had been in place, but the trend reversed – and the upswing – comparatively gentle though it was, continued unchecked into year-end. All regional MSCI Indexes that Marathon follows ended the period ahead, with the MSCI All Country World Index ( ACWI ) returning 3.3%. For the first time in several years, the U.S. market was a relative laggard; the regions were led by Europe, with the MSCI Europe Index generating a return of 6.2%. The quarter's initial uncertainty seems to have been caused, at least partly, by the U.S. government shutdown, which occurred from the first day of the period until November 12. This event led to the closure of various government departments that provide economic data upon which many investors base their trading decisions. Following the resumption of services, markets began to worry that data would not be reliable enough to support their positions, and the market declined until the first official releases showed a benign picture, allowing the U.S. Federal Reserve to cut rates twice during the quarter. By style, quality outperformed both value and growth globally. Regionally, that was only true in the U.S. In all other regions, value outperformed growth by 3%–6%. By size, large-cap stocks outperformed in all regions. Portfolio Performance During the fourth quarter, the Harbor International Fund (Institutional Class, "Fund") returned 2.21%, underperforming its benchmark, the MSCI EAFE (ND) Index, which returned 4.86%. We believe the Fund's underperformance was a result of stock selection in Europe. From a sector perspective, stock selection was generally weak, and notably so in Health Care, Industrials, an...
After a visit to Venezuela, US Secretary of the Interior Doug Burgum told reporters on the runway in Caracas on Thursday on his way back to the US that it was a "brilliant strategic move" to intervene in Venezuela before Iran.
After a visit to Venezuela, US Secretary of the Interior Doug Burgum told reporters on the runway in Caracas on Thursday on his way back to the US that it was a "brilliant strategic move" to intervene in Venezuela before Iran.
A huge insider buy usually gets investors' attention. And when that insider is a founder and CEO, it gets even more attention. That is exactly what happened with The Trade Desk (TTD +18.39%) on Thursday. Shares rose about 18% on Thursday after CEO Jeff Green disclosed purchases totaling 6 million shares between March 2 and March 4 at weighted average prices ranging from $23.49 to $25.08. The purch...
A huge insider buy usually gets investors' attention. And when that insider is a founder and CEO, it gets even more attention. That is exactly what happened with The Trade Desk (TTD +18.39%) on Thursday. Shares rose about 18% on Thursday after CEO Jeff Green disclosed purchases totaling 6 million shares between March 2 and March 4 at weighted average prices ranging from $23.49 to $25.08. The purchase totaled a staggering $148 million. A purchase of this size from a founder and CEO warrants consideration. Insider buying of this aggressive suggests Green probably thinks the stock looks undervalued. This follows a dramatic decline in the stock price recently. Even after the stock's gain on Thursday, shares are down more than 21% year to date and more than 55% over the past 12 months. The obvious question for investors is, of course, whether they should buy shares, too. A challenging period At first glance, the company's recent results don't look too bad. In late February, the company reported fourth-quarter revenue of $847 million -- up 14% year over year, or up 19% when excluding political spending from the comparison. Full-year results were solid, too. 2025 revenue rose 18% to $2.9 billion, and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) for the year was $1.2 billion. Further, the company wrapped up 2025 with customer retention remaining above 95% for the 12th consecutive year. Even more, Green's tone in the company's latest earnings update was notably upbeat, with the CEO noting that he believes the company's "best days" are ahead. In addition, he seemed particularly bullish about the tailwinds that artificial intelligence (AI) can bring to the business. "I don't think there's any company in our industry that's better positioned to take advantage of advances in AI," Green said. But there is still one big issue: growth has slowed. While The Trade Desk's results were solid, its growth profile isn't what it used to be. Revenue grow...
Key Points The Trade Desk's CEO just bought 6 million shares, signaling impressive conviction following a brutal sell-off. Revenue growth has decelerated recently, and the company's first-quarter guidance failed to impress. Management remained upbeat in the company's most recent earnings call. 10 stocks we like better than The Trade Desk › A huge insider buy usually gets investors' attention. And ...
Key Points The Trade Desk's CEO just bought 6 million shares, signaling impressive conviction following a brutal sell-off. Revenue growth has decelerated recently, and the company's first-quarter guidance failed to impress. Management remained upbeat in the company's most recent earnings call. 10 stocks we like better than The Trade Desk › A huge insider buy usually gets investors' attention. And when that insider is a founder and CEO, it gets even more attention. That is exactly what happened with The Trade Desk (NASDAQ: TTD) on Thursday. Shares rose about 18% on Thursday after CEO Jeff Green disclosed purchases totaling 6 million shares between March 2 and March 4 at weighted average prices ranging from $23.49 to $25.08. The purchase totaled a staggering $148 million. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » A purchase of this size from a founder and CEO warrants consideration. Insider buying of this aggressive suggests Green probably thinks the stock looks undervalued. This follows a dramatic decline in the stock price recently. Even after the stock's gain on Thursday, shares are down more than 21% year to date and more than 55% over the past 12 months. The obvious question for investors is, of course, whether they should buy shares, too. A challenging period At first glance, the company's recent results don't look too bad. In late February, the company reported fourth-quarter revenue of $847 million -- up 14% year over year, or up 19% when excluding political spending from the comparison. Full-year results were solid, too. 2025 revenue rose 18% to $2.9 billion, and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) for the year was $1.2 billion. Further, the company wrapped up 2025 with customer retention remaining above 95% for the 12th consecutive year. ...
Jean-Luc Ichard Microsoft ( MSFT ) said Thursday that it will keep startup Anthropic’s ( ANTHRO ) artificial intelligence technology embedded in its products for clients, excluding the U.S. Department of War, CNBC reported. Earlier on Thursday, the federal agency informed Anthropic that it would label the company a supply-chain risk. Anthropic subsequently said it intends to challenge the move in ...
Jean-Luc Ichard Microsoft ( MSFT ) said Thursday that it will keep startup Anthropic’s ( ANTHRO ) artificial intelligence technology embedded in its products for clients, excluding the U.S. Department of War, CNBC reported. Earlier on Thursday, the federal agency informed Anthropic that it would label the company a supply-chain risk. Anthropic subsequently said it intends to challenge the move in court. Last week U.S. President Donald Trump called for federal agencies to drop their use of Anthropic, and Secretary of War Pete Hegseth said Anthropic would keep providing its services to the Pentagon for no more than six months. CNBC has confirmed that Anthropic models played a role in U.S. airstrikes on Iran in recent days. Microsoft is the first major company to say it will keep working with Anthropic after the Pentagon’s actions. Some defense technology companies have also reportedly told employees to stop using Anthropic’s Claude models and migrate to alternatives. “Our lawyers have studied the designation and have concluded that Anthropic products, including Claude, can remain available to our customers — other than the Department of War — through platforms such as M365, GitHub, and Microsoft’s AI Foundry and that we can continue to work with Anthropic on non-defense-related projects,” a Microsoft spokesperson told CNBC. More on Microsoft, Anthropic Microsoft: Buy The Dip, Or Regret It Forever Microsoft Corporation (MSFT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Microsoft: Azure And OpenAI Integration Support Long-Term Growth OpenAI reveals model built for business tasks as it continues rivalry with Anthropic OpenAI CEO says government should be more powerful than companies
Jean-Luc Ichard Microsoft ( MSFT ) said Thursday that it will keep startup Anthropic’s ( ANTHRO ) artificial intelligence technology embedded in its products for clients, excluding the U.S. Department of War, CNBC reported. Earlier on Thursday, the federal agency informed Anthropic that it would label the company a supply-chain risk. Anthropic subsequently said it intends to challenge the move in ...
Jean-Luc Ichard Microsoft ( MSFT ) said Thursday that it will keep startup Anthropic’s ( ANTHRO ) artificial intelligence technology embedded in its products for clients, excluding the U.S. Department of War, CNBC reported. Earlier on Thursday, the federal agency informed Anthropic that it would label the company a supply-chain risk. Anthropic subsequently said it intends to challenge the move in court. Last week U.S. President Donald Trump called for federal agencies to drop their use of Anthropic, and Secretary of War Pete Hegseth said Anthropic would keep providing its services to the Pentagon for no more than six months. CNBC has confirmed that Anthropic models played a role in U.S. airstrikes on Iran in recent days. Microsoft is the first major company to say it will keep working with Anthropic after the Pentagon’s actions. Some defense technology companies have also reportedly told employees to stop using Anthropic’s Claude models and migrate to alternatives. “Our lawyers have studied the designation and have concluded that Anthropic products, including Claude, can remain available to our customers — other than the Department of War — through platforms such as M365, GitHub, and Microsoft’s AI Foundry and that we can continue to work with Anthropic on non-defense-related projects,” a Microsoft spokesperson told CNBC. More on Microsoft, Anthropic Microsoft: Buy The Dip, Or Regret It Forever Microsoft Corporation (MSFT) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript Microsoft: Azure And OpenAI Integration Support Long-Term Growth OpenAI reveals model built for business tasks as it continues rivalry with Anthropic OpenAI CEO says government should be more powerful than companies
While most upland farmers still keep sheep on their land, the changes here have been mirrored across not just the Dales but the entire British farming industry. The shepherd's life has never been an easy one, but for many it's getting tougher and more difficult than ever to make a profit.
While most upland farmers still keep sheep on their land, the changes here have been mirrored across not just the Dales but the entire British farming industry. The shepherd's life has never been an easy one, but for many it's getting tougher and more difficult than ever to make a profit.
lixu/iStock Unreleased via Getty Images In early December, I double upgraded PayPal Holdings, Inc. ( PYPL ) from a sell to a buy, as I believed writing the company off could have been a grave mistake. The company was gaining traction in key areas like BNPL, and the valuation seemed too depressed. As you can see in the below chart, judging by the stock's performance since then, it seems I was the o...
lixu/iStock Unreleased via Getty Images In early December, I double upgraded PayPal Holdings, Inc. ( PYPL ) from a sell to a buy, as I believed writing the company off could have been a grave mistake. The company was gaining traction in key areas like BNPL, and the valuation seemed too depressed. As you can see in the below chart, judging by the stock's performance since then, it seems I was the one who made a mistake. In today's analysis, I will take another look at their fundamentals, recent developments, and valuation to see if I jumped the gun with my buy rating. Seeking Alpha Below, it is shown that most of PayPal's fundamentals are deteriorating. Activity is sluggish, and the financial results are also worrying. While there is some distant hope for a turnaround with the company having replaced their CEO, soft 2026 guidance shows that things could get significantly worse from here. In hindsight, I probably underestimated the competitive pressures PayPal was facing and so believe the risk/reward is now only neutral despite a low valuation for the stock. Thus, I'm downgrading to a hold rating. Activity Is Sluggish At Best PayPal Q4 Presentation We'll get into their financial performance in just a little bit, but a look at some of their account and activity metrics is valuable in my view. At the end of the day, the number of people using their platform and how often they are using it don't lie. For active accounts and monthly active accounts, there was growth of 1% YoY for Q4. This suggests that PayPal's digital commerce platforms are unable to attract significant amounts of new users, and of course that isn't a great sign. While there is some variance in performance among the transaction numbers, the 5% decline in overall transactions per active account is a sign that users are using their services less often as a whole. This is where their revenues are really generated, and so the weakness here will not bode well for their financial results. When looking at the ...