imaginima/iStock via Getty Images Shares of Amazon ( AMZN ) have gained 27.5% since my last report , in which I rated the shares a "S trong Buy." The improvement in the share price is driven by the stock market, which reached new highs, and a positive
imaginima/iStock via Getty Images Shares of Amazon ( AMZN ) have gained 27.5% since my last report , in which I rated the shares a "S trong Buy." The improvement in the share price is driven by the stock market, which reached new highs, and a positive
Elon Musk spent the better part of three days on the stand, accusing OpenAI and its executives of deceiving him into donating money to help found what is now one of the world’s biggest AI companies.
Elon Musk spent the better part of three days on the stand, accusing OpenAI and its executives of deceiving him into donating money to help found what is now one of the world’s biggest AI companies.
PM Images/DigitalVision via Getty Images Market Summary During the first quarter of 2026, market leadership shifted as small-cap stocks outperformed large caps amid a rotation away from crowded trades by investors. The Russell 2000® small-cap benchmark surpassed the broader market, as measured by
PM Images/DigitalVision via Getty Images Market Summary During the first quarter of 2026, market leadership shifted as small-cap stocks outperformed large caps amid a rotation away from crowded trades by investors. The Russell 2000® small-cap benchmark surpassed the broader market, as measured by
Federal Reserve Chairman Jerome Powell, and Federal Reserve Nominee, Kevin Warsh. Reuters When the Federal Open Market Committee gathers again in mid-June, it will mark the first time in nearly 80 years that a sitting and former chair conduct business together, a historic overlap that comes at a sensitive time for the central bank. While the scenario could look something like the clash of the poli...
Federal Reserve Chairman Jerome Powell, and Federal Reserve Nominee, Kevin Warsh. Reuters When the Federal Open Market Committee gathers again in mid-June, it will mark the first time in nearly 80 years that a sitting and former chair conduct business together, a historic overlap that comes at a sensitive time for the central bank. While the scenario could look something like the clash of the policy titans, the meeting with the incoming Chair Kevin Warsh and outgoing Jerome Powell likely will be less antagonistic — though still carrying high stakes for policy. "Both Kevin and Jay will be able to interact, and I think the rest of the FOMC will be able to interact, although I grant that it may be challenging," said Loretta Mester, who served as Cleveland Fed president until 2024 and knows what happens behind the doors of the committee meetings well. "They're all adults, and they all know what the mission of the Fed is, and I'm very confident that that's what will drive decision making, not any of these other things that people are worried about." Though Mester and other observers expect the collegial reputation of the Fed to prevail, the potential for drama is unmistakable. The unusual situation raises the possibility for competing policy positions, even if expressed subtly, as the markets await the Fed's next move. After all, Warsh himself has called for "regime change" at the Fed , a direct shot at Powell's leadership. Moreover, President Donald Trump , who nominated both men, has been a severe Powell critic and has made no secret that he expects Warsh to lower rates . Finally, Powell's apparent last turn as Fed chair underscored the potential fault lines, with a stunning four dissents from the post-meeting statement, mostly from members who objected to a subtle phrasing in the document that could be interpreted as a signal of policy easing ahead. Regional presidents stand tough For those with a fertile imagination, the three "no" votes — from regional presidents Ne...
pryzmat/iStock via Getty Images The CME Comex is the Exchange where futures are traded for gold, silver, and other commodities. The CME also allows futures buyers to turn their contracts into physical metal through delivery. You can find more detail on the CME
pryzmat/iStock via Getty Images The CME Comex is the Exchange where futures are traded for gold, silver, and other commodities. The CME also allows futures buyers to turn their contracts into physical metal through delivery. You can find more detail on the CME
Earnings Call Insights: Aflac Incorporated (AFL) Q1 2026 Management View “The first quarter marked a good start to the year. Aflac Incorporated reported net earnings per diluted share of $1.98 and adjusted earnings per diluted share of $1.75.” (Chairman & CEO Daniel Amos)
Earnings Call Insights: Aflac Incorporated (AFL) Q1 2026 Management View “The first quarter marked a good start to the year. Aflac Incorporated reported net earnings per diluted share of $1.98 and adjusted earnings per diluted share of $1.75.” (Chairman & CEO Daniel Amos)
Nvidia stock is sinking as Google and Amazon tout in-house chips on thier Q1 earnings calls. BofA still recommends buying the dip in NVDA shares today.
Nvidia stock is sinking as Google and Amazon tout in-house chips on thier Q1 earnings calls. BofA still recommends buying the dip in NVDA shares today.
Earnings Call Insights: T. Rowe Price (TROW) Q1 2026 Management View "While we continue to face outflows in our equity and mutual fund businesses, our teams are making progress in stabilizing flows and are advancing innovative strategies, new vehicles and compelling solutions
Earnings Call Insights: T. Rowe Price (TROW) Q1 2026 Management View "While we continue to face outflows in our equity and mutual fund businesses, our teams are making progress in stabilizing flows and are advancing innovative strategies, new vehicles and compelling solutions
Earnings Call Insights: CVR Energy (CVI) Q1 2026 Management View President, CEO & Director Mark Pytosh said, "In the first quarter, our operations performed well with crude utilization of 97% and ammonia plant utilization of 103%." He tied near-term opportunity to volatility, adding that "Major geopolitical events drove volatility
Earnings Call Insights: CVR Energy (CVI) Q1 2026 Management View President, CEO & Director Mark Pytosh said, "In the first quarter, our operations performed well with crude utilization of 97% and ammonia plant utilization of 103%." He tied near-term opportunity to volatility, adding that "Major geopolitical events drove volatility
SimonSkafar/E+ via Getty Images Earlier this year we rated shares of the First Financial Corporation ( THFF ) a buy . While there was a dip with the entire market in March, the stock has rebounded. Today we check back in on the bank as we resume
SimonSkafar/E+ via Getty Images Earlier this year we rated shares of the First Financial Corporation ( THFF ) a buy . While there was a dip with the entire market in March, the stock has rebounded. Today we check back in on the bank as we resume
Decision from federal appeals court comes almost 18 months after Trump appealed following 2024 election win Sign up for the Breaking News US email to get newsletter alerts in your inbox A federal appeals court has announced it will not grant a rare meeting of its active judges to hear an appeal of the $83m civil case verdict against Donald Trump for defaming magazine advice columnist E Jean Carrol...
Decision from federal appeals court comes almost 18 months after Trump appealed following 2024 election win Sign up for the Breaking News US email to get newsletter alerts in your inbox A federal appeals court has announced it will not grant a rare meeting of its active judges to hear an appeal of the $83m civil case verdict against Donald Trump for defaming magazine advice columnist E Jean Carroll over a forced sexual encounter three decades ago. The second US circuit court of appeals was divided late on Wednesday in its decision, ultimately, to reject proceeding to a so-called en banc hearing, a rare meeting of all of its judges to consider a conclusion. Continue reading...
Engineering Bottleneck Drives Major Deals Across Nuclear Services In the latest development with private equity firms making moves in the nuclear industry, Arlington Capital Partners has acquired nuclear engineering specialist ENERCON from funds managed by Oaktree Capital Management. The deal includes merging ENERCON with Arlington portfolio company Pond & Company. The combined entity will operate...
Engineering Bottleneck Drives Major Deals Across Nuclear Services In the latest development with private equity firms making moves in the nuclear industry, Arlington Capital Partners has acquired nuclear engineering specialist ENERCON from funds managed by Oaktree Capital Management. The deal includes merging ENERCON with Arlington portfolio company Pond & Company. The combined entity will operate under the ENERCON name, creating a powerful nuclear engineering firm with more than 2,700 professionals. And then there is the issue of where the US gets 300,000 engineers to build all this missing power supply by 2030 https://t.co/a18crhqZ4v pic.twitter.com/tinW8SHDwM — zerohedge (@zerohedge) October 14, 2025 ENERCON currently supports ~90% of the nation's nuclear plants. It also holds capabilities in small modular reactors and large-scale reactor projects. Pond contributes with strengths in federal energy, natural gas infrastructure, and mission-critical engineering services. Together, they form an end-to-end provider for regulated power and energy infrastructure . Arlington Managing Partner Michael Lustbader highlighted the strategic timing. “ We have begun a once-in-a-generation structural shift in power demand driven by AI, the onshoring of manufacturing, and changing national security priorities ,” he said. This transaction is the latest in a string of acquisitions signaling intense interest in nuclear-related engineering and services capacity… In December, advanced reactor developer Natura Resources purchased Shepherd Power from NOV Inc. The move bolstered Natura’s project deployment, regulatory, and licensing expertise as it advances molten salt SMR commercialization for data centers and industrial users. Earlier this year, Swedish nuclear services firm Studsvik acquired Kärnfull Next for approximately €6.5 million. The deal expands Studsvik from supporting existing fleets into full project development for new SMR initiatives in Sweden and beyond. Energy Capital Pa...