Bezel CEO & Co-Founder Quaid Walker discusses their new partnership with Kalshi designed to build contracts tied to watch prices. Walker hopes the partnership will lead to more accessibility for customers and lead to a more "vibrant and interesting' watch world. He talks with Romaine Bostick and Bailey Lipschultz on "The Close." (Source: Bloomberg)
Bezel CEO & Co-Founder Quaid Walker discusses their new partnership with Kalshi designed to build contracts tied to watch prices. Walker hopes the partnership will lead to more accessibility for customers and lead to a more "vibrant and interesting' watch world. He talks with Romaine Bostick and Bailey Lipschultz on "The Close." (Source: Bloomberg)
We’ve all become adjusted to a few of the mega-popular stocks involved in the broader AI trade, namely NVIDIA, Palantir, and Vertiv, to just name a small trio. But there are still several other companies that stand to benefit nicely from all the spending, including Photronics PLAB, and Teradyne TER. PLAB’s Critical AI Role Photronics, a current Zacks Rank #2 (Buy), is a global market leader in pho...
We’ve all become adjusted to a few of the mega-popular stocks involved in the broader AI trade, namely NVIDIA, Palantir, and Vertiv, to just name a small trio. But there are still several other companies that stand to benefit nicely from all the spending, including Photronics PLAB, and Teradyne TER. PLAB’s Critical AI Role Photronics, a current Zacks Rank #2 (Buy), is a global market leader in photomasks (stencils used to print tiny circuits onto semiconductor wafers) for lithographic imaging in semiconductor and flat panel display production. PLAB shares broke out near the end of February after some consolidation, but the strength didn’t last very long. While the failed breakout is certainly not what you want to see from a sentiment standpoint, the company still plays a critical role in the AI frenzy, particularly in the chip-making supply chain. Nonetheless, EPS revisions for its current fiscal year still remain highly positive, with a big positive revision hitting the tape near the end of Feb, as shown below. Zacks Investment Research Image Source: Zacks Investment Research PLAB’s latest release showed record-high-end (advanced chips) revenue, with noted strength in the United States. Importantly, as AI chips become more complex, PLAB’s top line is poised to benefit significantly given its critical role in the broader industry. The company’s CapEx has also grown significantly as it looks to expand its operations in the United States and South Korea, which will provide a solid growth runway as we wade deeper into the booming chip industry, fueled by the AI era. CapEx during its latest fiscal year totaled $188.1 million, compared with $131 million in FY24. Teradyne Shares Soar Teradyne manufactures equipment used by other companies to test chips. Unsurprisingly, the fastest-growing segment here is chips for AI data centers and accelerators, and more complex chips mean greater test demand, with AI chips among the most complex right now. Up 40%, the stock has enjoyed...
guvendemir/iStock via Getty Images Granite Ridge Resources, Inc. ( GRNT ) is projected to have a slight cash burn (before dividends) in 2026 at current strip prices. This cash burn may reach around $70 million if Granite Ridge maintains its quarterly dividend at $0.11 per share, though. While near-term oil prices (CL1:COM, CO1:COM) have soared, Granite Ridge also may have around 75% to 80% of its ...
guvendemir/iStock via Getty Images Granite Ridge Resources, Inc. ( GRNT ) is projected to have a slight cash burn (before dividends) in 2026 at current strip prices. This cash burn may reach around $70 million if Granite Ridge maintains its quarterly dividend at $0.11 per share, though. While near-term oil prices (CL1:COM, CO1:COM) have soared, Granite Ridge also may have around 75% to 80% of its Q2 2026 oil production hedged, so it needs a more sustained increase in oil prices for its free cash flow to really benefit. Granite Ridge is continuing to grow its production (with 9% year-over-year total production growth expected) for now but anticipates transitioning to free cash flow generation (along with reduced production growth) in 2027. I am slightly reducing my estimate of Granite Ridge's value from $7 per share to $6.50 per share due to its increasing debt in 2026 along with lease operating expenses that have been trending higher than expected. Granite Ridge's debt is manageable for now, but its dividend may be at risk if it doesn't start generating substantial free cash flow in 2027. Q4 2025 Results Granite Ridge reported 35,120 BOEPD in Q4 2025 production, which was a 10% increase compared to its Q3 2025 production. This slightly exceeded its expectations for high-single-digit quarter-over-quarter growth and allowed it to essentially meet its full-year guidance. Granite Ridge's oil cut ended up at 50% for 2025, slightly lower than its guidance for 51% to 53% oil. Granite Ridge's oil cut was 49% in Q4 2025. It notes that this was due to some Haynesville wells coming online towards the end of 2025 but believes its oil cut should increase slightly in 2026 based on the mix of wells coming online. Meanwhile, Granite Ridge's lease operating expenses averaged $7.27 per BOE in 2025, just above its guidance range of $6.25 to $7.25 per BOE. This included $7.72 per BOE in Q4 2025, which was still a reduction compared to the $8.03 per BOE it reported in Q3 2025. Granite R...
X is testing a new ad format that inserts a recommendation directly underneath a post that references the company or its products. The initial test, spotted by an X user in Europe, displayed a suggestion to “Get Starlink” beneath a post from a user that said Starlink’s satellite service works great in Portugal. The link, when clicked, directed users to Starlink’s website. X head of product Nikita ...
X is testing a new ad format that inserts a recommendation directly underneath a post that references the company or its products. The initial test, spotted by an X user in Europe, displayed a suggestion to “Get Starlink” beneath a post from a user that said Starlink’s satellite service works great in Portugal. The link, when clicked, directed users to Starlink’s website. X head of product Nikita Bier confirmed the test, responding, “Trying to make an ad product that isn’t an ad.” The Starlink ad is not visible to all users at this time, but the placeholder where the ad sits is. If you visit X user @levelsio’s post from March 6 (screenshotted below in case of deletion), you’ll see an outlined box beneath the text of his post. This box currently showcases a random X post, unless you’re in the market where the ad test is live. In places where the ad displays, several commenters noticed the new addition, with one asking, “lmao, did you add this Starlink button?” In the thread, Bier also responded to a suggestion that X should allow affiliate links in this ad slot by saying, “No, then people will lie. I want to trust recommendations on here.” Screenshot from X X could not be immediately reached for comment. TechCrunch will update the article if the company responds. The test follows news earlier this week that the company is rolling out “Paid Partnership” labels for creators. The labels can be applied to posts to comply with regulations around social media advertising, instead of requiring creators to use a hashtag like “ad” or “paid partnership.” If creators’ sponsored posts were to be combined with an embedded link to an advertiser like the one being tested, X could potentially attract more marketers to the platform. That could boost creators’ use of the app, allowing it to better compete against larger social networks favored by creators, like Instagram, YouTube, and TikTok. X has been chasing creator content for some time — even before it was called “X” and before i...
According to an SEC filing dated Feb. 17, 2026, Kettle Hill Capital Management reduced its position in LKQ (NASDAQ:LKQ) by 777,476 shares during the fourth quarter. The estimated transaction value for these sales was $23.45 million, calculated using the period's average share price. At quarter-end, the LKQ holding's value was $11.65 million, down $23.88 million from the prior quarter due to both t...
According to an SEC filing dated Feb. 17, 2026, Kettle Hill Capital Management reduced its position in LKQ (NASDAQ:LKQ) by 777,476 shares during the fourth quarter. The estimated transaction value for these sales was $23.45 million, calculated using the period's average share price. At quarter-end, the LKQ holding's value was $11.65 million, down $23.88 million from the prior quarter due to both trading and price movement. LKQ is a leading global distributor of automotive replacement parts, with operations spanning North America and Europe. The company leverages scale and a broad product portfolio to supply both new and recycled components for vehicle repair and maintenance. Down 26% year over year as of March 6, the 28-year-old company is currently going through a period of transition. It has been under pressure from activist investor Ananym Capital since October to sell parts of its business. In November, the company announced it had tapped Bank of America to help it sell its specialty parts division, Keystone Automotive Industries, to maximize shareholder value. The division could be worth roughly $1 billion, according to internal valuations. In January, Reuters reported LKQ’s board was exploring strategic options, including a potential sale of the company. And just this week, board director Patrick Berard notified the company that he will not seek re-election to the company's board of directors. Continue reading
Bad Faith Noncompliance: Virginia Schools Flout Supreme Court And Trump With DEI 'Rebrand' Authored by Teresa R. Manning via American Greatness , Just over a year ago, President Trump issued two executive orders banning destructive diversity ideology (a.k.a. “DEI” or “diversity, equity, and inclusion”) from the federal government and its contractors, including colleges and universities . The EOs s...
Bad Faith Noncompliance: Virginia Schools Flout Supreme Court And Trump With DEI 'Rebrand' Authored by Teresa R. Manning via American Greatness , Just over a year ago, President Trump issued two executive orders banning destructive diversity ideology (a.k.a. “DEI” or “diversity, equity, and inclusion”) from the federal government and its contractors, including colleges and universities . The EOs sought to restore merit as the basis of hiring, advancement, and college admissions. Both EOs reinforced prior actions by the president as well as by the Supreme Court: In his first term, Trump signed EO 13950 , Combatting Race and Sex Stereotypes, which banned divisive concepts based on race and ethnicity, a measure duplicated in many states ; and in June of 2023, the Supreme Court decided Students for Fair Admission v. Harvard (“SFFA”) , which found that diversity rationales for racial preferences in admissions were themselves discriminatory and therefore unlawful. Notwithstanding these major legal developments against DEI, colleges and universities, especially in Virginia, are continuing business as usual to promote it , albeit under different names, a move known as rebranding. “ To avoid scrutiny, ” said one official at the University of Virginia, diversity offices are now called offices for “community and belonging,” while “queer brunch” is now marketed as “cozy brunch.” At George Mason University, the DEI office is now called the Office for Access, Compliance, and Community— same staff, same stuff. They do this even though Trump’s EO explicitly banned rebranding, stating such programs are illegal “under whatever name they appear.” Obviously, bad actor schools are engaged in bad faith noncompliance. In this 250th anniversary year of America’s founding, we should remember that the word “diversity“ is absent from our foundational documents: it does not appear in either the Declaration of Independence or in our Constitution. How, then, did “diversity” become so ubiquitous—...
dardespot/iStock via Getty Images Investment Thesis AI is about to disrupt the core profit driver of auto dealerships, and the market is oblivious. Parts & Service (P&S) is the only growth engine for publicly traded auto dealers, representing ~45–50% of total gross profit despite less than 20% of revenue. The vast majority of P&S gross profit flows from Customer-Pay ( CP ) up-sell services — the h...
dardespot/iStock via Getty Images Investment Thesis AI is about to disrupt the core profit driver of auto dealerships, and the market is oblivious. Parts & Service (P&S) is the only growth engine for publicly traded auto dealers, representing ~45–50% of total gross profit despite less than 20% of revenue. The vast majority of P&S gross profit flows from Customer-Pay ( CP ) up-sell services — the highest-margin line in the entire business. Most of these up-sell services are premature or completely unnecessary, but the customer is unaware. LLMs like ChatGPT and Gemini are eroding the information asymmetry that enables this up-sell margin. Customers can now get real-time, expert-level guidance in the service waiting room. AutoNation ( AN ) is best-positioned as a short: highest P&S GP exposure, luxury-brand skew, and concentration in high-LLM-adoption metros. A 25% reduction in P&S gross profit — well within plausible range — would reduce enterprise EBITDA by ~35%. If you have ever sat in a dealership's service waiting room staring at an invoice 2-3x what you expected to pay, you already understand the core of this thesis. Service trips to a dealership have long been an exercise in suspended disbelief . You know the service advisor will recommend a list of items. You know some are unnecessary. The problem has always been that you don't know which ones . So you reluctantly approve most of them — and hold your breath for the bill. In the past few months, the author has personally purchased a low mileage used BMW, bought a warranty, and had a routine oil maintenance service. In each instance, the use of an LLM dramatically decreased what he paid the dealership. While he might have shaved a couple points off the car price and minimized the margin paid on the warranty, the impact of better information symmetry is best illustrated in the service department. At the first routine annual oil service, the salesperson presented him with a list of items they recommended at 20k mil...
Canfor Pulp Products ( CFX:CA ) on Friday said its shareholders approved a previously announced plan under which Canfor Corp will acquire all outstanding common shares it and its affiliates do not already own. The company said the special resolution approving the arrangement received support from 96.02% of shareholders voting at a special meeting, and 84.42% of votes excluding those of the purchas...
Canfor Pulp Products ( CFX:CA ) on Friday said its shareholders approved a previously announced plan under which Canfor Corp will acquire all outstanding common shares it and its affiliates do not already own. The company said the special resolution approving the arrangement received support from 96.02% of shareholders voting at a special meeting, and 84.42% of votes excluding those of the purchaser and its affiliates. Under the arrangement, shareholders will receive either 0.0425 of a Canfor Corp common share or $0.50 in cash for each Canfor Pulp share held. Canfor Pulp said the transaction is expected to close on or about March 17, 2026, subject to remaining approvals, including final approval from the Supreme Court of British Columbia. After completion, the company’s shares are expected to be delisted from the Toronto Stock Exchange. CFPZF -0.21% after hours to $9.5889. Source: Press Release More on Canfor, Canfor Pulp Products Inc. Canfor Pulp Products Inc. (CFX:CA) Shareholder/Analyst Call Prepared Remarks Transcript Canfor Corporation (CFP:CA) Q4 2025 Earnings Call Transcript Canfor Corporation 2025 Q4 - Results - Earnings Call Presentation Seeking Alpha’s Quant Rating on Canfor Historical earnings data for Canfor
In Brief Nintendo filed a lawsuit against the U.S. government on Friday over its extraction of tariffs from global businesses. The gaming giant is seeking a refund for any duties it paid due to President Donald Trump’s executive orders that invoke the International Emergency Economic Powers Act (IEEPA). This lawsuit, filed in the U.S. Court of International Trade, comes after a Supreme Court decis...
In Brief Nintendo filed a lawsuit against the U.S. government on Friday over its extraction of tariffs from global businesses. The gaming giant is seeking a refund for any duties it paid due to President Donald Trump’s executive orders that invoke the International Emergency Economic Powers Act (IEEPA). This lawsuit, filed in the U.S. Court of International Trade, comes after a Supreme Court decision struck down the tariffs that the president imposed under IEEPA, arguing that he exceeded his authority. More than a thousand other companies have already sued for refunds on the tariffs that they pay; according to Nintendo’s complaint, viewed by TechCrunch, these tariffs have resulted in the collection of over $200 billion on imports in total. “We can confirm that we have filed a request,” Nintendo told TechCrunch in a statement. “We have nothing else to share on the topic.” In response to the Supreme Court’s decision — which he called “extraordinarily anti-American” — President Trump raised tariffs from 10% to 15%. Now, twenty-four states have sued to argue that the president has once again overstepped the limits of his power by making this change.
It's a natural desire to want to grow your money so that you can better prepare for retirement. The natural step will be to invest your money in growth stocks that can enjoy steady share price appreciation. By doing so, you can grow your money into something much larger over time. The key to growing your wealth is to look for businesses that can grow their revenue and profits sustainably. In other...
It's a natural desire to want to grow your money so that you can better prepare for retirement. The natural step will be to invest your money in growth stocks that can enjoy steady share price appreciation. By doing so, you can grow your money into something much larger over time. The key to growing your wealth is to look for businesses that can grow their revenue and profits sustainably. In other words, these stocks should not be one-trick ponies that fizzle out after a brief run. What you need to look for are businesses with a strong competitive edge that have a track record of growing their revenue and earnings. They should also possess catalysts that can help them to continue growing in the foreseeable future. If you have some spare cash, it's time to look into these three attractive growth stocks that could help you to eventually double your money. Cummins Cummins (NYSE: CMI) is a leader in power solutions that manufactures and sells a wide range of products, such as diesel engines, fuel systems, and turbochargers. The company has displayed solid growth over the years, with sales rising from $24 billion in 2021 to $34.1 billion in 2023. Net income (excluding exceptional items) increased from $2.1 billion to $2.7 billion over the same period. The business is also a consistent free-cash-flow generator, with free cash flow rising from $1.5 billion in 2021 to $2.8 billion in 2023. Cummins also increased its quarterly dividend per share from $1.35 in 2021 to $1.68 by 2023. The business continued to grow in the first nine months of this year, albeit at a slower pace. Revenue inched up 0.5% year over year to $25.7 billion while operating income crept up 1.5% year over year to $3 billion. Net income soared 63% year over year to $3.5 billion because of a one-off gain on the disposal of Atmus, a filtration technology company. Excluding the $1.3 billion non-taxable gain, Cummins' net income would have risen by close to 3% year over year to $2.2 billion. The board further ...
Cleveland Fed President Beth Hammack sat down with Michael McKee for an exclusive interview to discuss the two-sided risks with rates, as well as the latest jobs numbers being a disappointment despite a "stabilizing" labor market. (Source: Bloomberg)
Cleveland Fed President Beth Hammack sat down with Michael McKee for an exclusive interview to discuss the two-sided risks with rates, as well as the latest jobs numbers being a disappointment despite a "stabilizing" labor market. (Source: Bloomberg)
A man has been charged with manslaughter over the death of a woman in 2020, in a rare prosecution of alleged domestic abuse linked to suicide, police have said. Gillian Morand, 36, died in Bexley, south-east London, and an inquest concluded she had taken her own life. Allegations of domestic abuse that Morand had previously suffered then came to light and Scotland Yard launched an investigation. S...
A man has been charged with manslaughter over the death of a woman in 2020, in a rare prosecution of alleged domestic abuse linked to suicide, police have said. Gillian Morand, 36, died in Bexley, south-east London, and an inquest concluded she had taken her own life. Allegations of domestic abuse that Morand had previously suffered then came to light and Scotland Yard launched an investigation. Seyhan Assaf, 45, of Berwick Crescent, Sidcup, south-east London, has been charged with manslaughter and coercive or controlling behaviour. It is alleged Morand was abused over a “significant period” and that it contributed to her death in March 2020, the Metropolitan police said. DCI Dan Whitten said: “This is a complex investigation with very few charges of this nature authorised across the country.” He asked for anyone who was in contact with Morand in the decade before her death to contact the force. Assaf will appear at Bromley magistrates court on Saturday. Samantha Yelland, senior crown prosecutor in the CPS London homicide unit, said: “We have decided to prosecute Seyhan Assaf with manslaughter and controlling or coercive behaviour. “This decision comes after working closely with the Metropolitan police as they have carried out their investigation into the death of Gillian Morand. “Our prosecutors worked to establish that there is sufficient evidence to bring these charges to court and that it is in the public interest to pursue criminal proceedings.”