He opposed Trump's tax-and-spending budget package last year because he said it drove up the federal deficit. He voted to curtail the president's military operations in Venezuela and Iran. And, perhaps most notably, he was the driving force behind efforts in the House of Representatives to force the release of Justice Department files on Jeffrey Epstein, the disgraced financier and sex offender wi...
He opposed Trump's tax-and-spending budget package last year because he said it drove up the federal deficit. He voted to curtail the president's military operations in Venezuela and Iran. And, perhaps most notably, he was the driving force behind efforts in the House of Representatives to force the release of Justice Department files on Jeffrey Epstein, the disgraced financier and sex offender with ties to the rich and powerful.
The Good Brigade/DigitalVision via Getty Images Since starting writing on Seeking Alpha, I've covered stocks from almost all sectors in good measure. I enjoy researching and writing about all different types of businesses—everything from banks and railroads to tech firms and utility companies. On occasion, I've even covered the energy markets, something that's a little bit outside of my wheelhouse...
The Good Brigade/DigitalVision via Getty Images Since starting writing on Seeking Alpha, I've covered stocks from almost all sectors in good measure. I enjoy researching and writing about all different types of businesses—everything from banks and railroads to tech firms and utility companies. On occasion, I've even covered the energy markets, something that's a little bit outside of my wheelhouse but in which I have great interest. The one sector I've largely steered away from is healthcare . This isn't because companies operating in the healthcare space don't make money—they do—it's just that the three main categories of companies are all relatively ugly from an investing point of view. Major drug companies tend to be profitable but lose their major revenue drivers as patent cliffs expire. Exhausting. Health insurance companies are largely dependent on Medicare decisions and always carry the long-term risk of nationalization. And biotech companies are high risk, high reward—emphasis on the risk. Every so often, though, I'll see an opportunity that looks too good to pass up, and that's what I believe Novo Nordisk ( NVO , NONOF ) is at the moment. Throughout the early 2020s, Ozempic gained mainstream appeal, and the company rode high as investors piled in, assuming that the drugmaker's blockbuster semaglutide treatment would print cash for years to come. However, over the last two years, the stock has been punished as adverse pricing decisions, the CagriSema failure, and competition from Eli Lilly ( LLY ) have destroyed the market's perception of the company. Now trading at only 10x trailing earnings, the stock is in the proverbial dumps. I believe the baby has been thrown out with the bathwater. It's true that for the time being, Eli Lilly looks to be the 800-pound gorilla in the weight loss space, given the growing success of tirzepatide and the Phase 3 trial status of retatrutide—a third-generation candidate. However, at this price, I view shares of Novo Nordisk ...
Jag Capital Management LLC trimmed its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 5.8% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 51,916 shares of the semiconductor company's stock after selling 3,191 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for about 1.7% of Jag C...
Jag Capital Management LLC trimmed its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 5.8% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 51,916 shares of the semiconductor company's stock after selling 3,191 shares during the quarter. Taiwan Semiconductor Manufacturing accounts for about 1.7% of Jag Capital Management LLC's holdings, making the stock its 21st biggest holding. Jag Capital Management LLC's holdings in Taiwan Semiconductor Manufacturing were worth $15,777,000 at the end of the most recent quarter. Other hedge funds have also recently made changes to their positions in the company. Stephens Consulting LLC raised its holdings in Taiwan Semiconductor Manufacturing by 82.0% during the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock valued at $28,000 after buying an additional 41 shares during the last quarter. Ares Financial Consulting LLC bought a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter valued at $29,000. Resources Management Corp CT ADV bought a new stake in Taiwan Semiconductor Manufacturing during the 2nd quarter valued at $32,000. Maseco LLP bought a new stake in Taiwan Semiconductor Manufacturing during the 4th quarter valued at $35,000. Finally, Cedar Wealth Management LLC raised its holdings in Taiwan Semiconductor Manufacturing by 91.4% during the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company's stock valued at $37,000 after buying an additional 64 shares during the last quarter. 16.51% of the stock is currently owned by institutional investors. Get TSM alerts: Sign Up Taiwan Semiconductor Manufacturing Stock Down 1.0% Shares of Taiwan Semiconductor Manufacturing stock opened at $392.16 on Wednesday. The company has a current ratio of 2.49, a quick ratio of 2.32 and a debt-to-equity ratio of 0.16. The company's fifty day simple moving...
Shares in Take-Two Interactive Software are set to be lifted by the long-awaited release of Grand Theft Auto VI later this year, according to analysts at Morgan Stanley. The release of the blockbuster video game, currently scheduled for November after several delays, should provide a "potent tailwind" for the stock, as hype around GTA's rollout gathers steam. NASDAQ-listed Take-Two stock is down b...
Shares in Take-Two Interactive Software are set to be lifted by the long-awaited release of Grand Theft Auto VI later this year, according to analysts at Morgan Stanley. The release of the blockbuster video game, currently scheduled for November after several delays, should provide a "potent tailwind" for the stock, as hype around GTA's rollout gathers steam. NASDAQ-listed Take-Two stock is down by around 5.4% since the start of 2026, compared to an 11.3% rise for the broader index, after the publisher was swept up in fears of competition from AI models facing the video game sector. Its shares sank almost 10% on January 30 after Alphabet unveiled a new artificial intelligence model, Project Genie, which can create interactive digital 3D worlds from user prompts. But Morgan Stanley's analysis found that game publisher stocks tend to outperform in the run-up to the release of major game launches. Stocks in the sector have risen by 18% on average in the final 6 months before launch, according to Morgan Stanley. "These launches typically drive significant institutional and retail engagement with the stocks, particularly as marketing campaigns begin in the final 3-6 months," the analysts wrote. "Increased investor attention but limited near-term execution risk also create a potent tailwind for share performance." TTWO .IXIC YTD line AI fears hit Take-Two stock Gamers and investors have been anticipating the launch of GTA VI for a number of years now, as its release has been delayed on multiple occasions. If the release takes place in November as currently scheduled, it would mark a 13-year gap between its predecessor, GTA V. GTA V was the bestselling video game of the last decade in both units sold and dollars earned, according to Take-Two Interactive Software's 2025 annual report. It sold 215 million units and reached $1 billion in sales faster than any entertainment release in history, the company said. Morgan Stanley predicts the latest instalment of the series will s...
A benchmark Asia rice price rose to the highest in more than a year, as worries loom over harvests across the region. Prices for Thai 5% broken white rice climbed to $446 a ton as of Wednesday, the highest since February 2025, according to the Thai Rice Exporters Association. It marks a third weekly gain and comes after the US Department of Agriculture forecast global rice production in the 2026-2...
A benchmark Asia rice price rose to the highest in more than a year, as worries loom over harvests across the region. Prices for Thai 5% broken white rice climbed to $446 a ton as of Wednesday, the highest since February 2025, according to the Thai Rice Exporters Association. It marks a third weekly gain and comes after the US Department of Agriculture forecast global rice production in the 2026-27 season to decline for the first time in 11 years . A spike in fertilizer and fuel prices has raised concerns that some farmers in Southeast Asia may skip planting of the current crop. India, the world’s largest exporter, is also facing the prospect of a lower-than-average monsoon. The country’s supply is grown during the annual rains, which are expected to be affected by the looming El Nino weather pattern. The crop is a major food staple — particularly in Asia — and prices remain well below the multi-year peaks reached in 2024. However, the uptick at the wholesale level risks feeding into broader inflation, with nations including the Philippines already seeing costs climb . Rice futures in Chicago this week reached the highest since August.
"I had to ask him for money if I wanted to buy a sandwich at lunchtime. I would get the exact amount so he knew I could go and get a meal deal from a local supermarket and it didn't give me the means to go elsewhere, to sort of socialise with work colleagues, who may perhaps have been male."
"I had to ask him for money if I wanted to buy a sandwich at lunchtime. I would get the exact amount so he knew I could go and get a meal deal from a local supermarket and it didn't give me the means to go elsewhere, to sort of socialise with work colleagues, who may perhaps have been male."
“We want to become a company that works faster, that is more agile, that is bolder in its decision making. And part of the performance culture is obviously making sure that the ones that perform are the ones we keep in the company,” Nestlé’s Navratil told investors in October. The subtext in every sector: No more rewarding mediocrity with raises and promotions and kombucha on tap, especially at co...
“We want to become a company that works faster, that is more agile, that is bolder in its decision making. And part of the performance culture is obviously making sure that the ones that perform are the ones we keep in the company,” Nestlé’s Navratil told investors in October. The subtext in every sector: No more rewarding mediocrity with raises and promotions and kombucha on tap, especially at companies where market share, earnings or stockholder returns have been lagging rivals. The focus now is on building “performance cultures,” where expectations of workers are dialed up, B-players risk getting managed out and executives lose patience with the usual bureaucratic strangleholds on efficiency. “We will be ruthless in assessing our talent, our people,” Nestlé SA’s Philipp Navratil pledged to investors and analysts soon after he became CEO last year. At Citigroup Inc., CEO Jane Fraser reminded staff that they’re judged on results, not effort. Meta Platforms Inc. CEO Mark Zuckerberg advised employees in 2025 to “buckle up” for an “intense” year. 3M Co. CEO Bill Brown routinely uses the word “relentless” when discussing his company’s culture. Leaders at companies including Novo Nordisk A/S and HSBC Holdings Plc have been similarly blunt. While hardly a new mantra in the business world, the approach marks a contrast from the corporate ethos of the previous decade, when labor was in short supply and leaders tried putting empathy and warmth out front while quietly wishing employees worked harder. Now, as the looming threat of artificial intelligence gives employers more leverage in an already sluggish white-collar job market, a growing chorus of CEOs in every major sector is saying the quiet part out loud, and frequently underscoring the point with layoffs. Fernandez acknowledged it’s a strange way to greet people, but it’s how he ensures employees understand what’s important: He wants results and he’s holding people accountable for them. “Before saying hello, I say: ‘Vo...
Global Rush For "Non-Red" Suicide Drones Begins As Taiwan Sees Booming Orders Four years of war in Ukraine have rewritten how warfare is fought , accelerating the urgent need for low-cost aerial unmanned systems and ground robots. It has also prompted Taiwan to emerge as a supplier of low-cost suicide drones. Taiwan's national news agency, the Central News Agency, reported that a Taichung-based Ta...
Global Rush For "Non-Red" Suicide Drones Begins As Taiwan Sees Booming Orders Four years of war in Ukraine have rewritten how warfare is fought , accelerating the urgent need for low-cost aerial unmanned systems and ground robots. It has also prompted Taiwan to emerge as a supplier of low-cost suicide drones. Taiwan's national news agency, the Central News Agency, reported that a Taichung-based Taiwanese drone manufacturer is now focused on producing a domestically made variant of Iran's Shahed one-way attack drone. CNA said Carbon-Based Technology's main exports are " triangular-wing drones with a control range of over 90 km, and catapult-launched small attack drones ." CNA noted that demand for these attack drones is soaring, with " plans to expand the factory three to five times ." The company is facing "production capacity" constraints due to surging orders. " The payload can be adjusted according to mission requirements, conforming to the current global military 'asymmetric warfare' trend ," CNA stated, describing CBT's suicide drones. CNA noted, " The Russia-Ukraine war sparked a global surge in demand for "non-red" (non-Chinese) drones. This, combined with Taiwan government support, brought rapid overseas interest and orders from countries including Japan, India, and Southeast Asia ." The acceleration of suicide drone production also comes as the possibility of a Chinese invasion remains a very real threat, drawing heavily from lessons learned in Ukraine. The broader takeaway is that Taiwan views drone manufacturing as both a national security capability and an industrial policy to supply Western militaries. As we have outlined before, militaries around the world are entering a major procurement cycle to stockpile low-cost one-way attack drones, as lessons from Ukraine and the Gulf region rapidly reshape modern warfare. Tyler Durden Wed, 05/20/2026 - 05:45
Key Points Delta faces higher fuel costs but maintains strong demand and a diversified revenue stream. Soaring fuel costs mean that Wall Street expects lower earnings and cash flow despite higher revenue. 10 stocks we like better than Delta Air Lines › Bullish investors in Delta Air Lines (NYSE: DAL) argue that the company's shift toward premium cabin revenue, loyalty programs, and income from its...
Key Points Delta faces higher fuel costs but maintains strong demand and a diversified revenue stream. Soaring fuel costs mean that Wall Street expects lower earnings and cash flow despite higher revenue. 10 stocks we like better than Delta Air Lines › Bullish investors in Delta Air Lines (NYSE: DAL) argue that the company's shift toward premium cabin revenue, loyalty programs, and income from its co-branded American Express credit card will help it consistently cover its costs, even through the industry's inevitable volatility. And with jet fuel prices doubling in 2026 as a result of the conflict in the Persian Gulf, now is the perfect time to test out the theory. Delta's challenges in 2026 Things change quickly in the travel industry. When Delta's management turned up to present at the J.P. Morgan Industrials Conference in mid-March, it had many positive things to say about the market. In fact, it raised its revenue guidance for the first quarter from an increase of 5%-7% to "high single digits" on the back of what CEO Ed Bastian described as "very, very strong all quarter long" sales with particular strength in the March spring season, which is typically the season when travel bookings really start to accumulate. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » While the Iran war began in late February, it was too early to tell what the consequences would be in mid-March. By May, the steep rise in jet fuel prices caused by the closure of the Strait of Hormuz sent crude oil prices above $100, and the jet fuel crack spread (the difference between crude oil and jet fuel prices) to exceptional heights. As Bastian noted on theearnings callin early April, they are "roughly double what they were earlier in the year." All of this means the airline industry is facing a sharp increase in costs, even as de...
Geopolitical tensions around Taiwan have intensified, with commentators increasingly discussing the possibility of a blockade that could disrupt Taiwan Semiconductor Manufacturing's operations. Such a scenario is being framed as a material risk for the global technology supply chain given TSMC's central role in advanced chip production. Investors are reassessing exposure to NYSE:TSM and key downst...
Geopolitical tensions around Taiwan have intensified, with commentators increasingly discussing the possibility of a blockade that could disrupt Taiwan Semiconductor Manufacturing's operations. Such a scenario is being framed as a material risk for the global technology supply chain given TSMC's central role in advanced chip production. Investors are reassessing exposure to NYSE:TSM and key downstream customers as they consider how potential disruptions could affect production, inventories, and hardware product launches worldwide. Taiwan Semiconductor Manufacturing, trading on the NYSE under ticker TSM, sits at the core of high end chip production. Any operational disruption could quickly ripple through global tech hardware and software ecosystems. The stock recently closed at $392.61, with returns of 22.8% year to date and 104.9% over the past year, which indicates that many portfolios already have substantial embedded exposure to this single operational hub. Looking ahead, the key issue for investors is how geopolitical risk around Taiwan may influence supply chain resilience, customer diversification, and where future chip capacity gets built. Scenario planning around potential blockades or shipping constraints, and what that could mean for contract terms, lead times, and regional production shifts, is increasingly becoming part of how the market assesses NYSE:TSM. Stay updated on the most important news stories for by adding it to your or . Alternatively, explore our to discover new perspectives on Taiwan Semiconductor Manufacturing. NYSE:TSM Earnings & Revenue Growth as at May 2026 The blockade discussion goes straight to the heart of Taiwan Semiconductor Manufacturing’s business model. The company is a central manufacturing partner for high performance computing and AI chips, with customers such as Nvidia, AMD, Broadcom, and Apple relying on its Taiwan based facilities. A prolonged disruption to shipping or power in Taiwan could affect wafer starts, packaging ...