Li Auto NASDAQ: LI used its fourth-quarter and full-year 2025 earnings call to outline a broad strategic reset centered on improving the effectiveness of its direct sales network, launching a new generation of flagship products, and continuing heavy investment in AI-related technologies. Management also provided fourth-quarter financial results and first-quarter 2026 delivery and revenue guidance....
Li Auto NASDAQ: LI used its fourth-quarter and full-year 2025 earnings call to outline a broad strategic reset centered on improving the effectiveness of its direct sales network, launching a new generation of flagship products, and continuing heavy investment in AI-related technologies. Management also provided fourth-quarter financial results and first-quarter 2026 delivery and revenue guidance. Get Li Auto alerts: Sign Up Direct sales recalibration and “store partner” program CEO Li Xiang said the company spent the past year in what he described as an important period of “strategic adjustment,” with a renewed focus on sales as a core capability. He said Li Auto identified a key issue: it had been applying a “dealership mindset” to manage a direct sales system, rather than running each storefront as a true operating unit. Since the third quarter of last year, Li Auto has focused on improving store rollout quality, strengthening daily store operations, and upgrading training, enablement, and incentives. The company consolidated its sales force by closing or replacing underperforming sites and shifting resources from lower-traffic second-tier malls to higher-potential locations, including top-tier shopping districts and auto hubs, which management said improved store productivity and sales per head. Addressing a question on channel optimization, management disputed a media rumor that it planned to close up to 100 stores, calling it false. The company said it routinely phases out a small number of underperforming stores and reiterated that its channel strategy emphasizes “quality over quantity.” It expects to add new stores, prioritizing top-tier malls and premium auto locations, while shifting focus toward increased store density in higher-tier cities as battery-electric vehicle (BEV) sales ramp. A key change is the store partner program, launched March 1. Management said the program keeps Li Auto committed to direct sales to ensure consistent service and unified na...
奇普・威尔逊警告 CEO 候选人：公司困境源于董事会，而非职位空缺 作者：阿德里亚诺・马尔凯塞 快速摘要 Lululemon 创始人奇普・威尔逊警告潜在 CEO 候选人，公司面临的挑战 源自董事会，而非 CEO 职位空缺 。 运动休闲巨头 Lululemon Athletica 创始人奇普・威尔逊周四在一封致潜在 CEO 申请者的公开信中表示，仅靠新任领导者无法解决他认为公司存在的治理问题。这是他...
奇普・威尔逊警告 CEO 候选人：公司困境源于董事会，而非职位空缺 作者：阿德里亚诺・马尔凯塞 快速摘要 Lululemon 创始人奇普・威尔逊警告潜在 CEO 候选人，公司面临的挑战 源自董事会，而非 CEO 职位空缺 。 运动休闲巨头 Lululemon Athletica 创始人奇普・威尔逊周四在一封致潜在 CEO 申请者的公开信中表示，仅靠新任领导者无法解决他认为公司存在的治理问题。这是他对自己一手创立的公司发起的最新猛烈抨击。 作为公司大股东，威尔逊自去年 10 月以来持续向董事会发难，指责其监管不力、响应迟缓，并不断推动全面改革。 Lululemon 暂未对此置评。 据《华尔街曰报》此前报道，此次争端源于威尔逊认为，Lululemon 的 创意基因与董事会之间的差距日益扩大 ，他认为董事会未能将品牌优势转化为持续的成功。 今年 1 月，威尔逊在领英发文公开斥责公司，称其 “Get Low” 系列紧身裤面料质量低劣、存在透视问题，导致产品一度被官网下架。这一事件也成为他推动董事会治理改革的重要导火索。 自去年 12 月时任 CEO 卡尔文・麦克唐纳宣布将于 1 月底卸任以来，公司一直在寻找新任 CEO。 在周四的信中，威尔逊重申了他认为 Lululemon 需要进行的大规模改革，并借此时机在今年年度股东大会前，宣传他支持的三名董事会提名人选。 3 月早些时候，威尔逊还专门上线了一个网站，以此升级对这家运动服饰公司的施压行动。 责任编辑：郭明煜
The Iran war is forcing a rapid rethink among U.S.-wary global investors, who are increasingly scaling back their 'Sell America' bets and instead seeking sanctuary in the world's largest and most liquid market. Nick Nelson, head of global equity strategy at Absolute Strategy Research, said that in the run-up to the conflict, the U.S. had "pretty much" been the worst performing major market. Since ...
The Iran war is forcing a rapid rethink among U.S.-wary global investors, who are increasingly scaling back their 'Sell America' bets and instead seeking sanctuary in the world's largest and most liquid market. Nick Nelson, head of global equity strategy at Absolute Strategy Research, said that in the run-up to the conflict, the U.S. had "pretty much" been the worst performing major market. Since then, it has switched to broadly being the best, he explained. "If you look at what's happened at a regional, at a sector level, at a style level, it is risk-off but it's actually more rotation," Nelson told CNBC's "Squawk Box Europe" Thursday. "Winners have become losers, losers have become winners." The so-called ' Sell America ' trade emerged from the turmoil of U.S. President Donald Trump's sweeping 'Liberation Day' tariff announcements in April 2025, which prompted investors to cut exposure to U.S. assets. Now, though, the war in the Middle East is causing many investors to re-tilt their portfolios, as U.S. markets appear to have weathered the pendulum swings better than European peers. Speaking as oil prices once again rallied above $100 a barrel in early trading on Thursday, Nelson said the U.S. — a net exporter of energy — benefits from the presence of several energy majors. In contrast, Europe and Asia are net importers of oil and gas, with energy companies representing a much smaller segment of stock markets in each region. .SPX 1M mountain S & P 500. The shift has also helped boost the dollar in recent weeks. "There are a lot of advantages, when times are tough, of being the large liquid market that people can basically repatriate assets to," Nelson said. He also highlighted how several defensive sectors — including consumer staples, food, beverage, tobacco, healthcare, and telecoms — have underperformed during recent gyrations. "That's telling me it's really more about a rotation rather than just a straight risk-off," Nelson added. @CL.1 1M mountain West Texas I...
The Trump administration plans to issue temporary waivers for a century-old maritime law requiring American-built ships be used to transport goods between US ports as part of its effort stop surging oil prices, according to people familiar with the matter. The 30-day waivers for the Jones Act would allow foreign tankers to help supply refiners on the East Coast with fuel from the Gulf Coast and el...
The Trump administration plans to issue temporary waivers for a century-old maritime law requiring American-built ships be used to transport goods between US ports as part of its effort stop surging oil prices, according to people familiar with the matter. The 30-day waivers for the Jones Act would allow foreign tankers to help supply refiners on the East Coast with fuel from the Gulf Coast and elsewhere in the US, according to the people, who were not authorized to discuss the matter publicly. It comes as President Donald Trump considers multiple options to stem the dramatic rise in crude and gasoline amid the war in Iran. On Wednesday, the administration announced it would release 172 million barrels from the Strategic Petroleum Reserve as part of a coordinated effort with other nations to unleash 400 million barrels into the world market. Read more: What the Jones Act Has to Do With Your Car’s Gas Tank The US last issued a waiver for the Jones Act in October 2022 for a tanker heading to Puerto Rico to deliver supplies follow Hurricane Fiona. The Biden administration temporarily eased the law in 2021 for refiner Valero Energy Corp. following a cyberattack on a major East Coast fuel pipeline in 2021.
On February 17, 2026, Findell Capital Management disclosed a buy of 32,000 shares of Dave (DAVE 3.24%) in the fourth quarter, with the estimated transaction value at $6.88 million based on the quarterly average price. What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Findell Capital Management increased its position in Dave (DAVE 3.24%) by 32,000...
On February 17, 2026, Findell Capital Management disclosed a buy of 32,000 shares of Dave (DAVE 3.24%) in the fourth quarter, with the estimated transaction value at $6.88 million based on the quarterly average price. What happened According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Findell Capital Management increased its position in Dave (DAVE 3.24%) by 32,000 shares. The estimated transaction value was $6.88 million based on the mean unadjusted close for the quarter ended December 31, 2025. Meanwhile, the fund’s quarter-end valuation for its Dave stake rose by $7.92 million, a figure that includes both share purchases and price movements. What else to know Dave accounts for 4.9% of Findell Capital Management LLC’s reportable equity AUM as of December 31, 2025. Top holdings after the filing: NASDAQ: LQDA: $98.35 million (32.7% of AUM) NASDAQ: ESTA: $82.39 million (27.4% of AUM) NASDAQ: ROOT: $16.97 million (5.6% of AUM) NASDAQ: DAVE: $15.50 million (4.9% of AUM) NYSE: TPB: $13.77 million (4.6% of AUM) As of Thursday, shares of Dave have surged about 150% over the past year to $218.56, far outperforming the S&P 500’s roughly 21% gain in the same period. Company overview Metric Value Revenue (TTM) $554.2 million Net income (TTM) $195.9 million Price (as of Thursday) $218.56 Company snapshot Dave provides digital banking services, including personal financial management tools, overdraft alternatives, and a job application portal. The company operates a technology-driven financial platform focused on accessible banking and personal finance solutions. It emphasizes a digital-first strategy to serve customers seeking alternatives to conventional banking, with a focus on transparency and user empowerment. Dave leverages its digital platform to deliver a suite of financial products aimed at users who want more control and flexibility than traditional banks offer. Its business model centers on technology-enabled services that address eve...
Why Meta will launch new chip every 6 months One of Meta’s in-house chips are already deployed Facebook-parent company Meta is the latest tech giant to announce that it is working on custom chips to tackle AI tasks – training and inference. The social media powerhouse has revealed a suite of four in-house AI chips designed to power its massive data centre expansion. With this move, Meta is now pla...
Why Meta will launch new chip every 6 months One of Meta’s in-house chips are already deployed Facebook-parent company Meta is the latest tech giant to announce that it is working on custom chips to tackle AI tasks – training and inference. The social media powerhouse has revealed a suite of four in-house AI chips designed to power its massive data centre expansion. With this move, Meta is now placed alongside rivals like Google, Microsoft and Amazon, who have all developed their own specialised chips to reduce their reliance on expensive and supply-hit hardware from vendors like Nvidia and AMD.Meta is moving fast as the company plans to release new versions of its Meta Training and Inference Accelerator (MTIA) chips every six months. The company said that it has developed “a competitive strategy” that prioritise “rapid, iterative development, an inference-first focus, and frictionless adoption by building natively on industry standards.”Meta says that the reason to launch a chip every 6 months is to adapt to evolving AI techniques and technologies. Furthermore, it says that the focus will be on inference rather than carrying out most demanding workloads.“While the industry typically launches a new AI chip every one to two years, we’ve developed the capacity to release ours every six months or less by building on our modular, reusable designs. This accelerated pace enables us to quickly adapt to evolving AI techniques, adopt the latest hardware technologies, and minimize costs associated with developing and deploying new chip generations,” the company explained.“Mainstream chips are typically built for the most demanding workload — large-scale GenAI pre-training — and then applied, often less cost-effectively, to other workloads like GenAI inference. We take the opposite approach: MTIA 450 and 500 are optimized first for GenAI inference, and they can then be used to support other workloads as needed, including ranking and recommendations training and inference, as w...
The EV winter is here, brought on by poor planning, overly ambitious sales targets, and changing government policies. On Thursday, Honda Motor announced losses of up to 2.5 trillion yen ($15.7 billion), which are “associated with the reassessment of automobile electrification strategy.” “In order to respond flexibly to the rapid changes in the current business environment, Honda is making progress...
The EV winter is here, brought on by poor planning, overly ambitious sales targets, and changing government policies. On Thursday, Honda Motor announced losses of up to 2.5 trillion yen ($15.7 billion), which are “associated with the reassessment of automobile electrification strategy.” “In order to respond flexibly to the rapid changes in the current business environment, Honda is making progress in the reorganization of its strategic framework and reestablishment of its competitive strengths,” reads part of its news release.
Private credit may be heading for a shakeout. Mark Benedetti, the Executive President at Ardian, breaks down rising stress in the market, heavy exposure to software, and whether today’s risks echo 2008. He joined Bloomberg Open Interest to talk about why AI could create both big winners and painful losers — and the rising importance of diversification and discipline. (Source: Bloomberg)
Private credit may be heading for a shakeout. Mark Benedetti, the Executive President at Ardian, breaks down rising stress in the market, heavy exposure to software, and whether today’s risks echo 2008. He joined Bloomberg Open Interest to talk about why AI could create both big winners and painful losers — and the rising importance of diversification and discipline. (Source: Bloomberg)
Mattel CEO Ynon Kriez joins Bloomberg Open Interest and says it's too soon tell how the war in Iran is impacting the company, but he says their supply chain is diversified and flexible. He also talks about explosive demand for Hot Wheels and Barbie dolls, and how its partnership with OpenAI is working. (Source: Bloomberg)
Mattel CEO Ynon Kriez joins Bloomberg Open Interest and says it's too soon tell how the war in Iran is impacting the company, but he says their supply chain is diversified and flexible. He also talks about explosive demand for Hot Wheels and Barbie dolls, and how its partnership with OpenAI is working. (Source: Bloomberg)
Image source: The Motley Fool. Thursday, March 12, 2026 at 10 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Stamatios Tsantanis Chief Financial Officer — Stavros Gyftakis Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Revenue -- $6.6 million for the quarter, down from the prior year due to a smaller fleet and softer Panamax market conditions. -- $6.6 million f...
Image source: The Motley Fool. Thursday, March 12, 2026 at 10 a.m. ET CALL PARTICIPANTS Chief Executive Officer — Stamatios Tsantanis Chief Financial Officer — Stavros Gyftakis Need a quote from a Motley Fool analyst? Email [email protected] TAKEAWAYS Net Revenue -- $6.6 million for the quarter, down from the prior year due to a smaller fleet and softer Panamax market conditions. -- $6.6 million for the quarter, down from the prior year due to a smaller fleet and softer Panamax market conditions. Adjusted EBITDA -- $1.5 million for the quarter, reflecting the impact of market headwinds and lower vessel count. -- $1.5 million for the quarter, reflecting the impact of market headwinds and lower vessel count. Net Loss -- $3.8 million for the quarter, including an impairment loss on one vessel. -- $3.8 million for the quarter, including an impairment loss on one vessel. Dividend Declarations -- 13th consecutive quarterly dividend announced; cumulative cash dividends declared total approximately $1.84 per share since November 2022. -- 13th consecutive quarterly dividend announced; cumulative cash dividends declared total approximately $1.84 per share since November 2022. Asset Divestitures -- Agreed to sell 2009-built Kamsarmax Cretan c for a net $14.7 million, and exited offshore energy vessel investment for €30 million, generating a combined $21 million in net liquidity. -- Agreed to sell 2009-built Kamsarmax Cretan c for a net $14.7 million, and exited offshore energy vessel investment for €30 million, generating a combined $21 million in net liquidity. Capesize Acquisitions -- Took delivery of Capesize Dukeship (2010-built) under an eighteen-month charter at $9,450 daily rate; fixed average gross daily rate of approximately $29,300 through year-end 2026. -- Took delivery of Capesize Dukeship (2010-built) under an eighteen-month charter at $9,450 daily rate; fixed average gross daily rate of approximately $29,300 through year-end 2026. New Capesize Purchase -- Agreed ...
Jaap2/iStock Unreleased via Getty Images Adobe ( ADBE ) will be in the spotlight Thursday after the closing bell, when the software giant reports its latest quarterly results. The stock has been under persistent pressure, underscoring a difficult year for the company and broader tech sector. In light of this, below is a list of the top 10 ETFs with allocations towards Adobe ( ADBE ), ranked by the...
Jaap2/iStock Unreleased via Getty Images Adobe ( ADBE ) will be in the spotlight Thursday after the closing bell, when the software giant reports its latest quarterly results. The stock has been under persistent pressure, underscoring a difficult year for the company and broader tech sector. In light of this, below is a list of the top 10 ETFs with allocations towards Adobe ( ADBE ), ranked by their year-to-date performance. The list is led by the Scharf ETF ( KAT ) with a YTD performance of 1.34%, followed by the Motley Fool Value Factor ETF ( MFVL ) and the KraneShares Wahed Alternative Income Index ETF ( KWIN ). The Madison Covered Call ETF ( CVRD ) rounds out the positive performers with a modest 0.13% gain. At the lower end of the performance spectrum, the Themes Cloud Computing ETF ( CLOD ) and the iShares Expanded Tech-Software Sector ETF ( IGV ) have experienced notable declines, with YTD performances of -14.91% and -18.88% respectively. Momentum ratings among the covered funds range from B- for the Invesco Dynamic Buyback Achievers ETF ( PKW ) to D- and D for several of the underperforming funds. Here is the list ranked by YTD performance: Scharf ETF ( KAT ), YTD perf: 1.34% Motley Fool Value Factor ETF ( MFVL ), YTD perf: 1.17% KraneShares Wahed Alternative Income Index ETF ( KWIN ), YTD perf: 0.86% Madison Covered Call ETF ( CVRD ), YTD perf: 0.13% Invesco Dynamic Buyback Achievers ETF ( PKW ), YTD perf: -0.75% Fidelity Metaverse ETF ( FMET ), YTD perf: -8.81% Invesco Next Gen Media and Gaming ETF ( GGME ), YTD perf: -9.98% Dana Unconstrained Equity ETF ( DUNK ), YTD perf: -10.81% Themes Cloud Computing ETF ( CLOD ), YTD perf: -14.91% iShares Expanded Tech-Software Sector ETF ( IGV ), YTD perf: -18.88% More on Adobe Adobe: The Problems Could Be Bigger Than We Think (Rating Downgrade) Adobe's Q1 Earnings Are Approaching: The Numbers That Will Debunk Investor Fears Adobe Q1 FY 2026 Preview: The SaaS Selloff Is Overdone, Trading At 10x P/FCF Is A Strong Buy ...
After a trivial deal between two companies about AI content, Barron’s wrote a headline that read, “Netflix Rival Strikes Deal With Google in Battle for AI Content.” The deal in question was for the French company Canal+ to offer subscribers a better way to choose the content they preferred. Of course, the deal involves AI. ... Netflix Has No Rivals
After a trivial deal between two companies about AI content, Barron’s wrote a headline that read, “Netflix Rival Strikes Deal With Google in Battle for AI Content.” The deal in question was for the French company Canal+ to offer subscribers a better way to choose the content they preferred. Of course, the deal involves AI. ... Netflix Has No Rivals
M. Suhail/iStock Editorial via Getty Images Shares of Dick’s Sporting Goods ( DKS ) have been a mixed performer over the past year, trading close to flat. While the company has reported solid financial results and remains a strong operator, there are strategic questions still outstanding about its acquisition of Foot Locker that have weighed on sentiment. More recently, the surge in oil prices thr...
M. Suhail/iStock Editorial via Getty Images Shares of Dick’s Sporting Goods ( DKS ) have been a mixed performer over the past year, trading close to flat. While the company has reported solid financial results and remains a strong operator, there are strategic questions still outstanding about its acquisition of Foot Locker that have weighed on sentiment. More recently, the surge in oil prices threatens to weaken discretionary consumer spending. I last covered Dick’s in November , rating shares a “sell” given my concerns about Foot Locker. Since then, the stock is down about 5%. With updated financials, now is a good time to revisit DKS. Seeking Alpha In the company’s fourth quarter , Dick’s Sporting Goods earned $3.45, which beat estimates by $0.51; revenue was up 60% but that is because this was the company’s first full quarter having ownership of Foot Locker. Foot Locker was $0.60 dilutive to EPS vs stand-alone Dick’s given the need to issue about ~10 million shares as part of the deal and the fact Foot Locker detracted about $15 million from net income. I expect Foot Locker to remain dilutive to stand-alone Dick’s at least through 2026, though the magnitude of the headwind should narrow. I continue to question the long-term benefits of this deal. As a reminder with this acquisition, Dick’s is now a global business given FL’s large international presence. Dick's Sporting Goods Dick's standalone performance was strong In Q4, same-store sales growth at Dick’s was 3.1%. Impressively, operating margins were up 90bps to 11%. The company has weathered the tariff pressure quite well so far. Of course, subsequent to quarter end, the Supreme Court overturned most of the Administration’s tariffs. There are now interim 15% tariffs in place, and I expect the Administration to use other legal authority to reimpose tariffs. As such, I do not expect tariff rates to necessarily fall going forward. One outstanding question is whether refunds are issued. I expect this to be a long...
Corn prices are 4 to 6 cents higher so far on Thursday morning. Futures closed with 8 to 9 cent gains in the front months on Wednesday. Open interest was up 46,175 contracts on Wednesday. There were 137 deliveries issued against March corn overnight. The CmdtyView national average Cash Corn price was up 8 cents to $4.17 ¾. Crude oil is up another $6.06 this morning. EIA data from Wednesday morning...
Corn prices are 4 to 6 cents higher so far on Thursday morning. Futures closed with 8 to 9 cent gains in the front months on Wednesday. Open interest was up 46,175 contracts on Wednesday. There were 137 deliveries issued against March corn overnight. The CmdtyView national average Cash Corn price was up 8 cents to $4.17 ¾. Crude oil is up another $6.06 this morning. EIA data from Wednesday morning showed a 31,000 barrel per day increase from the week prior to 1.126 million barrels per day in the week ending on March 6. Ethanol stocks saw a 757,000 barrel draw down to 25.58 million barrels. Refiner inputs of ethanol were up 37,000 bpd on the week to 901,000 bpd, as gasoline product supplied (implied gasoline demand) rose 11.4% to 9.24 million bpd. Don’t Miss a Day: Export Sales data will be out this morning, with traders looking for between 0.8-2.2 MMT in corn sales for old crop in the week ending on 3/5. New crop sales are seen between 0-150,000 MT. Mar 26 Corn closed at $4.44 1/4, up 8 cents, currently up 4 1/4 cents Nearby Cash was $4.17 3/4, up 8 cents, May 26 Corn closed at $4.60 1/4, up 8 cents, currently up 6 cents Jul 26 Corn closed at $4.72, up 8 3/4 cents, currently up 5 1/2 cents More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Palantir Technologies (NASDAQ: PLTR) received a reiterated ‘Buy’ rating from Truist Securities on Wednesday, March 11, with the firm maintaining a $223 price target. The price target came after analyst Arvind Ramnani met with Palantir’s CFO, Chief Architect, and Head of Investor Relations, a meeting that reinforced the investment bank’s view that the software company is evolving into an artificial...
Palantir Technologies (NASDAQ: PLTR) received a reiterated ‘Buy’ rating from Truist Securities on Wednesday, March 11, with the firm maintaining a $223 price target. The price target came after analyst Arvind Ramnani met with Palantir’s CFO, Chief Architect, and Head of Investor Relations, a meeting that reinforced the investment bank’s view that the software company is evolving into an artificial intelligence (AI) leader among enterprise and government customers. According to Ramnani, Palantir’s financial performance has been a sign of strong growth momentum. Notably, the firm’s revenue has surged 56% over the past 12 months, while gross profit margins have climbed to 82%, showing just how scalable its platform is. “We met with PLTR’s CFO, Chief Architect, and Head of IR along with investors at their offices to get a deeper understanding of their offering. The meeting reinforced our thesis that PLTR is emerging as the AI operating system layer for enterprises and government,” Ramnani wrote. Truist Securities sets Palantir price target Truist also pointed to two key competitive advantages underpinning Palantir’s model. First, its Ontology framework contextualizes and organizes enterprise data. Second, its hands-on deployment model that uses field engineers to integrate software directly within client operations. These factors, Truist argued, give Palantir deeper insight into customer workflows and allow it to develop operating systems capable of connecting fragmented data in real time to improve decision-making. “Our conversations reinforced our view on two key competitive advantages of Palantir’s model: 1) the Ontology (data contextualization) of its platforms, and 2) the upfront deployment processes involving FDEs. These provide PLTR with a deep understanding of its customers’ problems to develop operating systems that can tie together fragmented data in real-time to inform better decision-making,” Ramnani added. A separate tailwind came on March 12, as Palantir a...
"I'm not sure that it's the time to buy the dip," Robinhood CIO Stephanie Guild says on "Bloomberg Open Interest." Guild also says concerns about the credit cycle reaching are at a critical point, exacerbated by higher interest rates and persistent inflation. (Source: Bloomberg)
"I'm not sure that it's the time to buy the dip," Robinhood CIO Stephanie Guild says on "Bloomberg Open Interest." Guild also says concerns about the credit cycle reaching are at a critical point, exacerbated by higher interest rates and persistent inflation. (Source: Bloomberg)
The former NBC producer says she was repeatedly assaulted by Matt Lauer, an anchor at the network – then spent years blaming herself in the aftermath. She talks about power, preconceptions and life after #MeToo When Brooke Nevils’ allegations about the former NBC anchor Matt Lauer, one of the most powerful TV stars in the US, became public in 2019, she found herself reading comments about herself ...
The former NBC producer says she was repeatedly assaulted by Matt Lauer, an anchor at the network – then spent years blaming herself in the aftermath. She talks about power, preconceptions and life after #MeToo When Brooke Nevils’ allegations about the former NBC anchor Matt Lauer, one of the most powerful TV stars in the US, became public in 2019, she found herself reading comments about herself online. Nevils, formerly a producer at NBC, had alleged in Ronan Farrow’s book Catch and Kill that Lauer had sexually assaulted her in his hotel room, after an evening drinking while covering the 2014 Winter Olympics in Sochi, Russia. Back in New York, there were other incidents – she went to his apartment, where she says it happened again. In his dressing room at the NBC studios, Nevils claims Lauer pushed her down and forced her to give him oral sex. Lauer has consistently denied Nevils’ allegations, in an open letter describing it as an “extramarital affair”. Lauer maintains that Nevils’ account is “filled with false details” creating the impression that the encounter was abusive. No charges were ever brought. Continue reading...
John M. Chase/iStock Unreleased via Getty Images Upgrading RKLB To "Buy" I covered Rocket Lab Corp. ( RKLB ) twice , and in both articles, I rated the stock as a "Hold" because I feared the heightened valuation and the lack of Neutron launch updates at the time. Time has passed, and now I think RKLB has gotten much more attractive in terms of its risk/reward setup, given the recent corporate updat...
John M. Chase/iStock Unreleased via Getty Images Upgrading RKLB To "Buy" I covered Rocket Lab Corp. ( RKLB ) twice , and in both articles, I rated the stock as a "Hold" because I feared the heightened valuation and the lack of Neutron launch updates at the time. Time has passed, and now I think RKLB has gotten much more attractive in terms of its risk/reward setup, given the recent corporate updates, improved financials, and the valuation reset that has taken place. I like the strength in the backlog, and also the fact that RKLB's closest rival - SpaceX ( SPACE ) - is in talks for a valuation boost on its upcoming IPO , indirectly pointing to a lot of potential value unlocking for RKLB shareholders. The technical setup after the correction of over 25% since mid-January 2026 looks favorable for the bulls, so I'm upgrading RKLB to the very first "Buy". My Updated Reasoning On RKLB Since RKLB reported for its Q4 results in late February 2026, the stock price hasn't really gone anywhere (RKLB even dropped initially): Data by YCharts But I see more positives in the financial updates. RKLB's revenues almost reached $180 million (+35.7% YoY), and the adjusted net loss per share was only at negative 5 cents, which was better than the loss of 6 cents last year in Q4. Both top and bottom line headline figures beat the consensus expectations by 0.82% and 10%, respectively, according to Seeking Alpha . The gross margins - probably the key metric to monitor when we talk about hyper-growth companies and their prospective scaling - improved to 44.3% on an adjusted basis in Q4, thanks to higher launch cadence and increased space systems component businesses (the margins are structurally higher there). In Q4 alone, RKLB executed a record seven missions, so for the entire fiscal 2025, they had 21 successful Electron and HASTE launches with 100% mission success rate. In addition to the Launch services segment's revenues ($75.9 million, +85% QoQ), RKLB's Space Systems segment delivered...
Image source: The Motley Fool. Thursday, Mar. 12, 2026 at 10 a.m. ET Call participants Executive Chairman — Leonard Mark Tannenbaum Chief Executive Officer — Brian Sedrish Chief Financial Officer — Brandon Hetzel Takeaways Loan originations -- Sunrise Realty Trust SUNS 2.19% ) -- Distributable earnings -- Generated $0.27 per share in the quarter, reduced by $0.03 per share due to a Thompson Hotel ...
Image source: The Motley Fool. Thursday, Mar. 12, 2026 at 10 a.m. ET Call participants Executive Chairman — Leonard Mark Tannenbaum Chief Executive Officer — Brian Sedrish Chief Financial Officer — Brandon Hetzel Takeaways Loan originations -- Sunrise Realty Trust SUNS 2.19% ) -- Distributable earnings -- Generated $0.27 per share in the quarter, reduced by $0.03 per share due to a Thompson Hotel loan placed on nonaccrual status. -- Generated $0.27 per share in the quarter, reduced by $0.03 per share due to a Thompson Hotel loan placed on nonaccrual status. Dividends -- The board declared a $0.30 per share dividend for the following quarter, to be paid Apr. 15, 2026, to shareholders of record as of Mar. 31, 2026. -- The board declared a $0.30 per share dividend for the following quarter, to be paid Apr. 15, 2026, to shareholders of record as of Mar. 31, 2026. Net interest income -- Reported $5.2 million for the quarter and $21.6 million for 2025. -- Reported $5.2 million for the quarter and $21.6 million for 2025. GAAP net income -- Achieved $1.6 million, or $0.12 per share, for the quarter, and $12.1 million, or $0.93 per share, for 2025. -- Achieved $1.6 million, or $0.12 per share, for the quarter, and $12.1 million, or $0.93 per share, for 2025. Portfolio composition -- As of year-end, held $420.7 million of current commitments with $305.5 million principal outstanding over 16 loans; as of Feb. 27, 2026, $442.1 million in commitments and $337.0 million principal (excluding the Thompson Hotel), also spanning 16 loans. -- As of year-end, held $420.7 million of current commitments with $305.5 million principal outstanding over 16 loans; as of Feb. 27, 2026, $442.1 million in commitments and $337.0 million principal (excluding the Thompson Hotel), also spanning 16 loans. Portfolio yield -- Portfolio (excluding Thompson Hotel) had a weighted average yield to maturity of approximately 12% at Feb. 27, 2026. -- Portfolio (excluding Thompson Hotel) had a weighted average...