A cargo ship carrying foreign trade containers departs Qingdao Port in Shandong province. Photo: VCG China will stabilize the scale of foreign trade and guide companies to optimize their global market footprint, Premier Li Qiang said Thursday, as Beijing seeks to navigate rising protectionism and a more volatile global trade environment. Delivering the government work report at the opening of the ...
A cargo ship carrying foreign trade containers departs Qingdao Port in Shandong province. Photo: VCG China will stabilize the scale of foreign trade and guide companies to optimize their global market footprint, Premier Li Qiang said Thursday, as Beijing seeks to navigate rising protectionism and a more volatile global trade environment. Delivering the government work report at the opening of the country’s annual legislative session, Li said China will promote the integrated development of domestic and foreign trade, and encourage the growth of cross-border e-commerce and overseas warehouses.
Good morning . Oil prices ease, even as war in Iran deepens. Donald Trump fires his Homeland Security secretary. And Goldman Sachs’ junior bankers pose in an unauthorized glossy magazine shoot. Listen to the day’s top stories . Brent cooled from a week-long rally after the US said it was considering options to address a jump in oil and gasoline prices. Asian stocks regained footing following a vol...
Good morning . Oil prices ease, even as war in Iran deepens. Donald Trump fires his Homeland Security secretary. And Goldman Sachs’ junior bankers pose in an unauthorized glossy magazine shoot. Listen to the day’s top stories . Brent cooled from a week-long rally after the US said it was considering options to address a jump in oil and gasoline prices. Asian stocks regained footing following a volatile week, and US and European futures were mixed. Check out our Markets Today live blog for all the latest news and analysis relevant to UK assets. Here’s the latest on the Middle East: Strait of Hormuz traffic has slowed to a near-total halt . US President Donald Trump told NBC that he’d like to replace Iran’s entire leadership. Some Gulf countries were targeted by Iranian missiles and drones , while Israel continued airstrikes on Tehran. See our live blog for the latest. Trump Weighs Range of Options to Counter Oil Price Spike Watch the Video In a real life rendition of The Apprentice, Trump fired Kristi Noem as Homeland Security secretary amid a controversy over her quarter-billion-dollar advertising campaign starring herself. Oklahoma Senator Markwayne Mullin has been named as her replacement. SoftBank is seeking a record-high US dollar loan of up to $40 billion to help finance its investment in OpenAI. A Mideast scholar who is in regular contact with the Crown Prince of Saudi Arabia, speaks to Mishal Husain about what Mohammed bin Salman fears most from the war with Iran. Listen to it here this weekend. More Top Stories Hegseth Says the US Has No Shortage of Munitions for Iran War US Submarine Strike in the Indian Ocean Raises Risks for Asia Long-Trusted Haven Trades Are Failing as Gold, Treasuries Fall Deep Dive: Childless City London risks becoming a childless city as young families flock away from the expensive capital , prompting some schools to shut and fertility rates to crash, according to the London Assembly. The city’s child population is collapsing faster t...
Methode Electronics press release ( MEI ): Q3 Non-GAAP EPS of -$0.37. Revenue of $233.7M (-2.6% Y/Y) The Company revised its fiscal 2026 full year guidance and now expects full-year fiscal 2026 net sales to be in the range of $950 million to $1 billion, narrowing its prior outlook of $900 million to $1 billion. The Company lowered its fiscal 2026 full year Adjusted EBITDA guidance and now expects ...
Methode Electronics press release ( MEI ): Q3 Non-GAAP EPS of -$0.37. Revenue of $233.7M (-2.6% Y/Y) The Company revised its fiscal 2026 full year guidance and now expects full-year fiscal 2026 net sales to be in the range of $950 million to $1 billion, narrowing its prior outlook of $900 million to $1 billion. The Company lowered its fiscal 2026 full year Adjusted EBITDA guidance and now expects Adjusted EBITDA to be in the range of $58 to $62 million. More on Methode Electronics Methode Electronics to sell dataMate copper transceiver business to Bel Fuse Methode Electronics Q3 2026 Earnings Preview Seeking Alpha’s Quant Rating on Methode Electronics Historical earnings data for Methode Electronics Dividend scorecard for Methode Electronics
Petrobras press release ( PBR ): Q4 adjusted EBITDA excluding one-off events was US$ 10.9 billion, a reduction of 8.5% compared to the previous quarter. Revenue of $23.61B (+13.4% Y/Y) beats by $790M . Net Income excluding one-off events of US$ 4.75B. More on Petrobras Petrobras: My Controversial Top Pick For 2026 (Rating Upgrade) Venezuela Catalysts Can Benefit Suncor Energy More Than Petrobras P...
Petrobras press release ( PBR ): Q4 adjusted EBITDA excluding one-off events was US$ 10.9 billion, a reduction of 8.5% compared to the previous quarter. Revenue of $23.61B (+13.4% Y/Y) beats by $790M . Net Income excluding one-off events of US$ 4.75B. More on Petrobras Petrobras: My Controversial Top Pick For 2026 (Rating Upgrade) Venezuela Catalysts Can Benefit Suncor Energy More Than Petrobras Petrobras Oversupply And Venezuela Fears Trigger Richer Dividend Yields, Despite Risks Braskem plunges after Petrobras waives rights to potential share sale Petrobras racked up record oil exports in Q4 as Brazil output pushes higher
tadamichi/iStock via Getty Images February ended with a sharp escalation in conflict involving Iran, putting geopolitical risk back on investors’ radar and unsettling energy and emerging markets. But for most of the month, performance was driven largely by continued rotation tied to AI disruption and shifting earnings expectations. Dispersion was already widening across sectors and regions before ...
tadamichi/iStock via Getty Images February ended with a sharp escalation in conflict involving Iran, putting geopolitical risk back on investors’ radar and unsettling energy and emerging markets. But for most of the month, performance was driven largely by continued rotation tied to AI disruption and shifting earnings expectations. Dispersion was already widening across sectors and regions before geopolitics moved back to the forefront. SaaS-Apocalypse? Rotation continues in global equities The MSCI World Index eked out a 0.73% gain in February, but that modest return masks meaningful rotation . This is becoming a market that rewards selectivity. As AI reshapes competitive dynamics, investors are distinguishing more sharply between durable business models and those facing structural pressure. Broad exposure to “technology” or even to the AI theme itself has become less reliable than company-level differentiation. That differentiation showed up clearly in sector leadership. Investors favored asset-based value sectors such as materials, energy, and utilities, along with yield-oriented companies viewed as less exposed to AI disruption. Within technology, dispersion intensified. Software-as-a-service (SaaS) companies, including Salesforce ( CRM ), Adobe ( ADBE ), and ServiceNow ( NOW ) extended their declines as investors assessed whether AI represents a structural threat to established software models. By contrast, companies tied more directly to AI infrastructure outperformed. Fiber optics firms such as Corning ( GLW ) and Fujikura ( FKURF ), along with chip supply chain companies including Applied Materials ( AMAT ) and ASML ( ASML ), saw relative strength. Even within the so-called Magnificent Seven, leadership fractured. Apple ( AAPL ) and Nvidia ( NVDA ) contributed positively to MSCI World returns, while Amazon ( AMZN ), Alphabet ( GOOG ) ( GOOGL ), Microsoft ( MSFT ), and Meta ( META ) detracted. For active managers, this is not a thematic market - it’s a select...
Hiroshi Watanabe/DigitalVision via Getty Images Investment Thesis By 2026, the electric vehicle industry will have reached a technological plateau, as traditional lithium-ion batteries will not allow it to exceed the limits of density and safety that have already been achieved. Since automakers are currently racing to develop higher-quality batteries, companies such as Solid Power ( SLDP ) have tr...
Hiroshi Watanabe/DigitalVision via Getty Images Investment Thesis By 2026, the electric vehicle industry will have reached a technological plateau, as traditional lithium-ion batteries will not allow it to exceed the limits of density and safety that have already been achieved. Since automakers are currently racing to develop higher-quality batteries, companies such as Solid Power ( SLDP ) have tremendous potential to disrupt the market through the commercialization of solid-state sulfide battery technology. This development is aimed not only at increasing density and maximum fire safety but also at creating a new standard for traction battery production infrastructure. Despite all the prospects and expectations, SLDP's risks are no less significant, since the company is in the venture development and product commercialization stage, facing fierce competition at the same time. The following article will examine the reasons why buying Solid Power shares is not a classic investment but rather an example of a technology option. SLDP Strategy and Growth Catalysts Solid Power is a promising company from Colorado (USA) that is currently in the venture development and product commercialization stage. It is primarily focused on developing solid-state batteries (ASSB) for the electric vehicle and portable electronics segments. One of the company's competitive advantages is its proprietary technology, whose goal is to revolutionize the battery industry. Its proprietary sulfide-based solid electrolyte has the potential to replace traditional liquid electrolytes in lithium-ion batteries. The ASSB offers three technological advantages: a higher density (>400 Wh/kg), absence of ignition hazard (a major problem for the current electric vehicle industry), and compatibility with lithium-ion battery equipment (no separate CAPEX required to create production facilities adapted to the new type of batteries). The SLDP business model is still in its early stages of venture development, s...