June Nymex natural gas (NGM26 ) on Monday closed up +0.087 (+3.13%). Nat-gas prices rallied to a 4-week nearest-futures high on Monday and settled sharply higher. Nat-gas prices have support on the outlook for below-normal US temperatures in the near term, which could potentially boost nat-gas heating demand. Below-average temperatures...
June Nymex natural gas (NGM26 ) on Monday closed up +0.087 (+3.13%). Nat-gas prices rallied to a 4-week nearest-futures high on Monday and settled sharply higher. Nat-gas prices have support on the outlook for below-normal US temperatures in the near term, which could potentially boost nat-gas heating demand. Below-average temperatures...
Mesut Dogan/iStock Editorial via Getty Images Introduction & Investment Thesis Oracle Corporation ( ORCL ) stock may finally be out of its misery. After reaching all-time highs in September 2025, followed by a close to 60% drawdown to its April 2026 lows, the clouds are finally starting to clear out. First, its Q3 FY26 earnings came out far better than expected. Revenue growth exceeded expectation...
Mesut Dogan/iStock Editorial via Getty Images Introduction & Investment Thesis Oracle Corporation ( ORCL ) stock may finally be out of its misery. After reaching all-time highs in September 2025, followed by a close to 60% drawdown to its April 2026 lows, the clouds are finally starting to clear out. First, its Q3 FY26 earnings came out far better than expected. Revenue growth exceeded expectations after missing estimates for two consecutive quarters before that. Second, the company managed to ease investor skepticism on the funding feasibility of its AI buildout by successfully raising $30B through oversubscribed investment-grade bonds and mandatory convertible preferred stock, along with securing $29B of incremental contracts structured using BYOH (bring-your-own-hardware) and customer upfront prepayments, supporting the view that AI capex can be increasingly self-funded. Last week was a further validation of the AI capex story, when all four hyperscalers that include Microsoft ( MSFT ), Amazon ( AMZN ), Google ( GOOG ), and Meta ( META ) delivered durable, compounding cloud demand; accelerating monetization; and a capex cycle that is being underwritten by signed customer commitments. The way I see it, Oracle stock may have finally put in a bottom, as consensus estimates for forward growth are starting to get revised higher. As a result, I will reiterate my Buy rating on the stock at current levels. Hyperscalers Validated The AI Capex Story—This Is Great News For Oracle Oracle stock has been steadily rising after its Q3 FY26 earnings and through all of April, beating the S&P 500 ( SP500 ) during the past month. After a much better than expected earnings report that saw the company’s RPO (Remaining Performance Obligations) surge to record highs, along with management easing investor concerns on the funding feasibility of the AI buildout, the stock got another boost when it expanded its partnership with Bloom Energy ( BE ) to procure up to 2.8 GW of Bloom's fuel cel...
Broadridge Financial Solutions ( BR ) on Monday said it has priced $500M aggregate principal amount of 5.750% senior notes due 2036 in a registered offering. The company intends to use the net proceeds of the sale, together with cash on hand, to repay its outstanding 3.400% senior notes due 2026. Press Release More on Broadridge Financial Solutions Broadridge Financial Solutions, Inc. (BR) Present...
Broadridge Financial Solutions ( BR ) on Monday said it has priced $500M aggregate principal amount of 5.750% senior notes due 2036 in a registered offering. The company intends to use the net proceeds of the sale, together with cash on hand, to repay its outstanding 3.400% senior notes due 2026. Press Release More on Broadridge Financial Solutions Broadridge Financial Solutions, Inc. (BR) Presents at Wolfe Research FinTech Forum Transcript Broadridge targets at or above 7% recurring revenue growth and 10% to 12% adjusted EPS growth while cutting sales outlook to $240M-$290M Broadridge Financial Solutions Non-GAAP EPS of $2.72 beats by $0.12, revenue of $1.95B beats by $50M
Crescent Energy Company press release ( CRGY ): Q1 GAAP EPS of -$1.28 misses by $1.63 . Revenue of $1.18B (+24.2% Y/Y) beats by $20M . More on Crescent Energy Company Crescent Energy: The Quiet Shale Powerhouse The Market Misses Miller Deep Value Strategy adds CRGY and BLMN among Q1 moves
Crescent Energy Company press release ( CRGY ): Q1 GAAP EPS of -$1.28 misses by $1.63 . Revenue of $1.18B (+24.2% Y/Y) beats by $20M . More on Crescent Energy Company Crescent Energy: The Quiet Shale Powerhouse The Market Misses Miller Deep Value Strategy adds CRGY and BLMN among Q1 moves
Innovex press release ( INVX ): Q1 GAAP EPS of -$0.24. Revenue of $239M (-0.4% Y/Y) beats by $12M . Adjusted EBITDA 1 of $49 million and Adjusted EBITDA Margin 1 of 21% Net Cash Provided by Operating Activities of $20 million Free Cash Flow 1 of $14 million Income from Operations of $89 million (twelve months ended March 31, 2026) Return on Capital Employed 1 of 12% (twelve months ended March 31, ...
Innovex press release ( INVX ): Q1 GAAP EPS of -$0.24. Revenue of $239M (-0.4% Y/Y) beats by $12M . Adjusted EBITDA 1 of $49 million and Adjusted EBITDA Margin 1 of 21% Net Cash Provided by Operating Activities of $20 million Free Cash Flow 1 of $14 million Income from Operations of $89 million (twelve months ended March 31, 2026) Return on Capital Employed 1 of 12% (twelve months ended March 31, 2026) $201 million of cash and cash equivalents and no bank debt at quarter-end Q2 2026 GuidanceLooking to the second quarter of 2026, Innovex expects to generate $235M - $245M in total revenue and Adjusted EBITDA of $43M - $48M. More on Innovex Innovex International, Inc. (INVX) Q4 2025 Earnings Call Transcript Innovex International, Inc. 2025 Q4 - Results - Earnings Call Presentation Innovex shares offered by Amberjack affiliates in public offering Seeking Alpha’s Quant Rating on Innovex Historical earnings data for Innovex
Adeia ( ADEA ) said on Monday its CEO Paul Davis plans to step down by the fourth quarter of 2026, with the board launching a search for his successor. Davis, who has led the company for four years, will remain in his role until a replacement is appointed to ensure a smooth transition. The company said Davis is stepping down to focus on his health and personal priorities after nearly 15 years with...
Adeia ( ADEA ) said on Monday its CEO Paul Davis plans to step down by the fourth quarter of 2026, with the board launching a search for his successor. Davis, who has led the company for four years, will remain in his role until a replacement is appointed to ensure a smooth transition. The company said Davis is stepping down to focus on his health and personal priorities after nearly 15 years with the business. Board Chairman Dan Moloney will lead a transition committee to oversee the search process, which will consider both internal and external candidates. During Davis’s tenure, Adeia expanded its patent portfolio and diversified its revenue base across media and semiconductor markets while reducing debt and delivering record results in 2025. Shares down -4% in after-hours trading. More on ADEIA Adeia: How The Company Is Turning Into The Secret Engine Of HBM Chips Why Investors Are Turning Bullish On Adeia: The Bull Case Explained Adeia Inc. 2025 Q4 - Results - Earnings Call Presentation ADEIA Non-GAAP EPS of $0.38 beats by $0.05, revenue of $104.8M beats by $5.08M Adeia signs multi-year media IP licensing deal with L’Oréal
Bowler Ollie Robinson confirms he has been in contact with both England head coach Brendon McCullum and managing director Rob Key as he eyes a recall to the Test side.
Bowler Ollie Robinson confirms he has been in contact with both England head coach Brendon McCullum and managing director Rob Key as he eyes a recall to the Test side.
Investing.com -- Palantir Technologies on Monday reported fastest growth in sales since at least 2020 and raised its full-year 2026 revenue guidance that was well above Wall Street projections, sending its shares up more than 1% high in extended hours of trading.
Investing.com -- Palantir Technologies on Monday reported fastest growth in sales since at least 2020 and raised its full-year 2026 revenue guidance that was well above Wall Street projections, sending its shares up more than 1% high in extended hours of trading.
DNY59/iStock via Getty Images The 2021-2022 Temporary Inflation In May 2021, the U.S. CPI (YoY) reached a concerning 5%, and the reasons related to the economy’s overheating were multiple. First of all, because of the 2020 lengthy quarantines at home, people wanted to spend money and travel like never before. On top of that, the huge fiscal stimulus injected a significant amount of liquidity into ...
DNY59/iStock via Getty Images The 2021-2022 Temporary Inflation In May 2021, the U.S. CPI (YoY) reached a concerning 5%, and the reasons related to the economy’s overheating were multiple. First of all, because of the 2020 lengthy quarantines at home, people wanted to spend money and travel like never before. On top of that, the huge fiscal stimulus injected a significant amount of liquidity into the system. This factor, combined with a ~ 0% Fed Funds Rate, created the perfect environment in which consumers could spend their money. However, since the pandemic forced companies to shut down significantly their operations, some specific products with inelastic demand suffered a major shortage. I think you remember how long it took for your new car to be delivered, as well as popular consoles like the PS5. The reasons for these delivery shipping delays were that the Covid lockdowns formed some supply bottlenecks, especially for semiconductors. Therefore, to some extent, the 5% inflation rate in May 2025 was sort of expected. The year 2020 wasn’t a normal one, and the base effect of the comparison rapidly became the main explanation for everything. The market narrative was quite simple and logical, to be fair: we have already discovered the vaccine; therefore, the pandemic is just a short-term problem. Once vaccines are spread across the world, everything will get back to normal and the inflation rate will normalize. No more bottlenecks and no more fiscal stimuli. This logical but wrong narrative was also supported by the Fed; that’s why markets at first weren’t really concerned: I expect that as price reversals and short-run imbalances from the economy reopening play out, inflation will come down from around 3% this year to close to 2% next year and in 2023. New York Federal Reserve Bank President John Williams . The “temporary inflation” narrative was very strong back then, and the markets believed it until the inflation rate reached 7%. That was the stock market top. ...
Sally Lindsay and Jill Halfpenny are incapable of hitting a false note in this tale of a daytime TV presenter being stalked. It’s full of twists and turns – even if it isn’t wildly sophisticated The new Channel 5 (I know! Me too – but yes, it’s still around) thriller Number One Fan stars two Coronation Street graduates from back in the days when the soap was still good. My peak Corrie-watching yea...
Sally Lindsay and Jill Halfpenny are incapable of hitting a false note in this tale of a daytime TV presenter being stalked. It’s full of twists and turns – even if it isn’t wildly sophisticated The new Channel 5 (I know! Me too – but yes, it’s still around) thriller Number One Fan stars two Coronation Street graduates from back in the days when the soap was still good. My peak Corrie-watching years were early 90s to early 00s. Which means I was there when it looked like the crowns were about to pass from queens such as Rita, Vera and Bet Lynch to their honourable successors, like Shelley Unwin, Karen McDonald, Fiz – and maybe to a younger Battersby or two, if the family learned to stop yelling and give us a bit more northern wit. Alas, their reign was brief and now there is no question that Coronation Street is worse than it has ever been. We do not have time to get into this now. Suffice to say: the presence of Sally Lindsay (Shelley, as was) and Jill Halfpenny (Rebecca Hopkins, of the same era, as love interest for Martin Platt) is enough to assure you of a good time. Here, Halfpenny plays Lucy Logan, a beloved daytime TV presenter with her own, mildly emetic show, a sponsorship deal for her onscreen wardrobe, and a new line of pampering products coming out under her name, in partnership with a brand-friendly charity. Apart from the monthly box of expensive truffles that are actually made of manure (I want to know who bit into the first one and discovered this; a bad work experience week for someone, I reckon) sent by an unknown non-admirer, life is good. Continue reading...
When Christine Lagarde addressed a central bank conference late last year, her frustration was clear. Europe had been debating a digital euro for years, but it was still nowhere close to being done. Progress was so slow that it was likely her eight-year term would be up before the project saw the light of day. “This is too long,” she said. “We don’t want to be left in the dust.” In the months sinc...
When Christine Lagarde addressed a central bank conference late last year, her frustration was clear. Europe had been debating a digital euro for years, but it was still nowhere close to being done. Progress was so slow that it was likely her eight-year term would be up before the project saw the light of day. “This is too long,” she said. “We don’t want to be left in the dust.” In the months since, the sense of urgency has increased among European officials. But with the first issuance of a digital central bank currency expected only in 2029, and delays still cropping up, so have fears that the bloc may have already fallen behind. The European Central Bank president’s push is about far more than jumping on the digital currency bandwagon or creating a new crypto toy for speculators. It’s part of a broader geopolitical effort for independence and autonomy , where the bloc is less reliant on others and can reduce exposure to major economies like the US and China. It also aligns with the ambition of some euro-area officials to strengthen the global role of the euro . In Donald Trump’s unpredictable policies, they see a threat to faith in dollar stability and a chance for the single currency. The slow headway so far is to the benefit of the US and so-called dollar hegemony. In Washington, Trump’s pro-crypto administration has thrown its weight behind stablecoins, a type of cryptocurrency typically pegged to a fiat currency and backed by reserves of liquid assets. The dollar is by far the dominant force in that world. Banks in Europe have also started to wake up to the threat of America taking an unassailable lead in the race to control the future of money. Some argue that the digital euro isn’t the only solution, and are pushing their own euro-denominated stablecoins. They also say they can be up and running faster than the ECB. “We are here now and stablecoins are ready to go,” said Jan-Oliver Sell , chief executive of Qivalis, a consortium including big-name banks lik...
New Member Of Trump's Iran Negotiating Team Comes From FDD Think Tank Authored by Dave DeCamp via AntiWar.com, Amid stalled peace talks and a US blockade on Iranian ports, the Trump administration has added a new member to its negotiating team who comes from the Foundation for the Defense of Democracies, a notoriously hawkish think tank that has been lobbying for aggressive action against the Isla...
New Member Of Trump's Iran Negotiating Team Comes From FDD Think Tank Authored by Dave DeCamp via AntiWar.com, Amid stalled peace talks and a US blockade on Iranian ports, the Trump administration has added a new member to its negotiating team who comes from the Foundation for the Defense of Democracies, a notoriously hawkish think tank that has been lobbying for aggressive action against the Islamic Republic for many years . Nick Stewart, the head of the FDD's lobbying arm, has joined the office of US envoy Steve Witkoff, journalist Alex Marquardt first reported on his Substack on Friday . The White House confirmed the appointment to Marquardt, calling Stewart a "sharp, seasoned policy expert who is a valuable asset to Special Envoy Steve Witkoff’s talented team." Stewart worked in the State Department during the first Trump administration under then-US Special Representative for Iran Brian Hook, who oversaw the increasing economic sanctions regime following the US withdrawal from the JCPOA in 2018, known as the Iran nuclear deal. "Hiring a FDD staffer onto your team strongly suggests that reaching a diplomatic deal is not Trump's objective," Trita Parsi, an Iran expert who works as the executive vice president of the Quincy Institute for Responsible Statecraft, wrote on X in response to Stewart’s appointment. However, White House spokesperson Olivia Wales confirmed later of Stewart: “He brings a wealth of leadership and Iran policy experience to the role - from serving at the Department of State in the first Trump Administration and on Capitol Hill - and is a trusted voice as Special Envoy Witkoff works in lockstep with President Trump and his entire national security team to make a deal that is good for the United States and the world.” Iran has reportedly submitted a new proposal to the US to reach a complete end to the war within 30 days, and President Trump has already cast doubt on it and suggested he'd rather continue the conflict. "I will soon be reviewing ...