Key Points Outside of a visual effects award, Disney and its studios were shut out of Sunday night's Academy Awards presentation. Despite producing 40% of the nominees for theatrical animation, it didn't win in that category. It hasn't won an animated feature film Oscar since "Encanto" in 2022. Give the critical winners their flowers and applause, but Disney is still on top when it comes to financ...
Key Points Outside of a visual effects award, Disney and its studios were shut out of Sunday night's Academy Awards presentation. Despite producing 40% of the nominees for theatrical animation, it didn't win in that category. It hasn't won an animated feature film Oscar since "Encanto" in 2022. Give the critical winners their flowers and applause, but Disney is still on top when it comes to financial success. 10 stocks we like better than Walt Disney › The 98th Academy Awards ceremony on Sunday night was humbling for Walt Disney (NYSE: DIS). The entertainment giant won just a single Oscar among the 22 that were presented during the televised event. The one prize it did win wasn't even in one of the major categories. Its lone victory came in the visual effects category for Avatar: Fire and Ash, the third film in that blockbuster franchise. Adding insult to injury, the show aired on Disney's own ABC network. It had to watch presenters hand half of the 22 Oscars to rival Warner Bros. Discovery (NASDAQ: WBD), led by the critical success of One Battle After Another and Sinners. Even Netflix (NASDAQ: NFLX) -- yes, Netflix -- walked away with seven times the hardware that Disney scored. 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 » The show must go on Language aficionados upset by the grammatical abandon of this article's headline should really consider this double negative: Disney had two entries in the animated feature film category, which it has historically dominated. Elio and Zootopia 2 both fell short of the "Golden" run of Netflix's KPop Demon Hunters that ended with the South Korean flick taking top honors. It's the fourth consecutive year that Disney failed to grab the Oscar for animation. It wasn't a great night for the House of Mouse, but Disney stock investors can relax. Collecting accolade...
Spaniard had backing of the players and Johan Cruyff’s widow, celebrating with a cigar in his favourite nightclub Joan Laporta accompanied his players from the football pitch to the polling station, singing and winning all the way. From his seat high in tribuna, Barcelona’s outgoing president – who was about to become their incoming president – watched them beat Sevilla 5-2 and then headed back do...
Spaniard had backing of the players and Johan Cruyff’s widow, celebrating with a cigar in his favourite nightclub Joan Laporta accompanied his players from the football pitch to the polling station, singing and winning all the way. From his seat high in tribuna, Barcelona’s outgoing president – who was about to become their incoming president – watched them beat Sevilla 5-2 and then headed back down to his place in the 995-capacity marquee outside the new Camp Nou. There, surrounded by cameras and positioned by table 11, he watched them help him defeat Victor Font even more comprehensively: 68.18% to 29.78%. It was a little before 7.30pm on election Sunday, still early, still not quite time to crack open the champagne or light up the cigar, but it was done. It had been from the start. “We’re 100% focused on the game,” Hansi Flick had said before playing Sevilla this weekend, a line which seemed to set him and his players apart a little from everyone else in Catalonia, but once their primary duty had been fulfilled, his team victorious and four points clear again, they could complete another. Standing there with his passport in hand and Laporta helping ensure he was passed the correct slip, the coach slotted a little white envelope into the box. And then, his vote cast in Barcelona’s 2026 presidential elections, another new experience embraced here, Laporta took his arm, raised it like a prizefighter, the identification complete, and began a chant: “Hansi Flick! Hansi Flick!” Continue reading...
JHVEPhoto/iStock Editorial via Getty Images In a week in which macro developments dominated the headlines, some prominent corporate news hit the news wires in the case of Stryker Corporation ( SYK ). This came as the medical device maker has been hurt by a cyber incident, which is in its early innings, and hence it's very difficult to assess the impact on the business and its stakeholders. The mar...
JHVEPhoto/iStock Editorial via Getty Images In a week in which macro developments dominated the headlines, some prominent corporate news hit the news wires in the case of Stryker Corporation ( SYK ). This came as the medical device maker has been hurt by a cyber incident, which is in its early innings, and hence it's very difficult to assess the impact on the business and its stakeholders. The markets will wait for more news to come from the company, given that these types of developments (similar to what we cover at Value In Corporate Events ) can impact the long-term investment case. About The Incident Last week, The Wall Street Journal reported that Stryker had been hit by a cyberattack that had been carried out by a hacking group linked to Iran, which allegedly resulted in a worldwide system outage. Employees were told to refrain from using devices and connecting to the corporate network. This, of course, will have an immediate impact, disrupting operations, but the question is whether and to what degree customers are impacted as well. The question, of course, is how large the issues are, but moreover, how long they will last, which is always a very tricky situation to gauge so early after the incident started. The firm officially recognized the attack, which started on the 11th of March, in its SEC filings. This was followed by Stryker providing an update on the 15th of March, indicating that the issues were contained to the Microsoft internal environment. The company furthermore indicated that it was safe to communicate with sales reps while bringing ordering systems back online to mitigate the impact on clients. Since news about the incident was released last week, shares have sold off some $20, or about 5-6%, in a move shedding some $8 billion from the market value of the firm. This, of course, comes as the market has to deal with a lot of uncertainty, having to gauge if there's just an immediate impact or a longer-lasting impact as well. This, of course, al...
Larina Marina/iStock Editorial via Getty Images By Ezequiel Gomes XRP ( XRP-USD ) traded around $1.47 on Monday, March 16, extending the recovery from last week’s $1.37-1.40 area. The token is currently on firmer footing than it showed in the first half of March. The chart has improved, but not enough to call it a clean breakout. XRP spent the past several sessions climbing away from the mid-$1.3...
Larina Marina/iStock Editorial via Getty Images By Ezequiel Gomes XRP ( XRP-USD ) traded around $1.47 on Monday, March 16, extending the recovery from last week’s $1.37-1.40 area. The token is currently on firmer footing than it showed in the first half of March. The chart has improved, but not enough to call it a clean breakout. XRP spent the past several sessions climbing away from the mid-$1.30 region, and that matters because it shows dip buyers have been willing to step in sooner than they were a week ago. The upper $1.40 area now looks like the next real test for XRP. If buyers can keep it above $1.45, this rebound may start to look like a more serious rebuild, with $1.50 coming into view. If the price drops back toward the low $1.40, the market may start reading the move as another short-lived bounce inside a rough range. The rise has come with stronger volume, and that helps give it more credibility. Even with that improvement, XRP remains below the zone that would signal the larger downside trend from earlier this year has truly been broken. XRP price dynamics (February 2026-March 2026) (Source: TradingView) A steadier tape but selective demand The broader crypto market is currently more constructive, with Bitcoin trading above $73,000 and briefly pushing higher during the day. That stronger movement gave XRP a better backdrop than it had during the earlier March pullback. At the same time, the latest fund flows picture has stayed uneven. Recent digital asset inflows were still concentrated mostly in Bitcoin, while XRP had been on the weaker side of the allocation mix, which helps explain why the token has recovered but has not yet separated itself from the pack. There has also been fresh company-specific news around Ripple’s international expansion, including a move to secure an Australian financial services license. That does not change XRP’s chart by itself, but it adds to the sense that the ecosystem around the token is still developing even while pric...
Terra Energy Center is pouring $1 billion into a deal for a planned coal project in Alaska, marking the first investment in new US coal power in more than a decade. The in-principal agreement with Hyundai Heavy Industries Power Systems for an order of power-plant boilers was described in a US Interior Department fact sheet Monday. The transaction is one of several that advanced during talks at the...
Terra Energy Center is pouring $1 billion into a deal for a planned coal project in Alaska, marking the first investment in new US coal power in more than a decade. The in-principal agreement with Hyundai Heavy Industries Power Systems for an order of power-plant boilers was described in a US Interior Department fact sheet Monday. The transaction is one of several that advanced during talks at the Indo-Pacific Energy Security Ministerial and Business Forum in Tokyo this weekend. Terra Energy Center’s plan represents a striking reversal for the US coal industry. Coal once supplied more than half of the nation’s electricity, but that figure has been steadily declining and now stands at about 16%. The shift came as utilities turned to cheaper and cleaner power sources, including natural gas and renewables, in an effort to rein in climate change. But US President Donald Trump has been pushing for the country to burn more coal, especially with electricity demand set to surge as power-hungry data centers run artificial intelligence. The move is part of Trump’s expansive plan to reshape the US energy landscape, promoting fossil fuels over intermittent renewables. While Trump’s efforts to revive coal in his first term had little impact, he’s having more success since returning to the White House last year. The US Energy Department has also ordered five coal plants that were set to retire to remain in service, and has indicated that it may issue similar orders to other sites that are preparing to shut down. The last major coal plant completed in the US was Sandy Creek , a 932-megawatt facility in Texas that went into service in 2013. Terra Power is planning a 1.25-gigawatt power plant, and Koreit, a South Korean private equity company, has agreed to make a $500 million equity investment, according to the fact sheet. Read More: Trump Officials Vow to Keep All US Coal Plants Running (Michael Bloomberg, the founder and majority owner of Bloomberg LP — the parent company of Bloo...
The UK will “welcome” Volodymyr Zelensky on Tuesday, British Defence Secretary John Healey told parliament, with the Ukrainian leader expected to travel to Madrid, Spain the next day. “Our total determination to stand with Ukraine remains steadfast and we will welcome President Zelensky to this country tomorrow,” Healey said on Monday. Healey’s announcement came hours after UK Prime Minister Keir ...
The UK will “welcome” Volodymyr Zelensky on Tuesday, British Defence Secretary John Healey told parliament, with the Ukrainian leader expected to travel to Madrid, Spain the next day. “Our total determination to stand with Ukraine remains steadfast and we will welcome President Zelensky to this country tomorrow,” Healey said on Monday. Healey’s announcement came hours after UK Prime Minister Keir Starmer said he would be meeting the Ukrainian leader “soon”. Advertisement Ukraine’s European allies have vowed to keep up their support for Kyiv in the conflict with Russia , after Washington partly rolled back sanctions against Moscow to cool oil prices sent soaring by the conflicts in the Middle East. Zelensky will also travel to Madrid for talks with Spanish Prime Minister Pedro Sanchez on Wednesday, sources in Sanchez’s office said. Advertisement “We face two conflicts on two continents, supported by an axis of aggression with similar tactics and similar technologies,” Healey told the House of Commons.
Key Points Eversept Partners added 264,468 shares of Vera Therapeutics in the fourth quarter; the estimated transaction value was $9.39 million based on quarterly average pricing. Meanwhile, the quarter-end position value increased in value by $73.99 million, reflecting both trading and stock price movement. Post-trade, Eversept holds 3,072,304 VERA shares worth $155.58 million. 10 stocks we like ...
Key Points Eversept Partners added 264,468 shares of Vera Therapeutics in the fourth quarter; the estimated transaction value was $9.39 million based on quarterly average pricing. Meanwhile, the quarter-end position value increased in value by $73.99 million, reflecting both trading and stock price movement. Post-trade, Eversept holds 3,072,304 VERA shares worth $155.58 million. 10 stocks we like better than Vera Therapeutics › On February 17, 2026, Eversept Partners disclosed a buy of Vera Therapeutics (NASDAQ:VERA), adding 264,468 shares in a move estimated at $9.39 million based on quarterly average pricing. What happened According to a SEC filing dated February 17, 2026, Eversept Partners increased its position in Vera Therapeutics by 264,468 shares in the fourth quarter. The estimated transaction value is approximately $9.39 million, calculated using the average share price for the quarter. At quarter-end, the value of the fund's Vera Therapeutics holding rose by $73.99 million, a figure that reflects both new purchases and stock price appreciation. What else to know Top holdings after the filing: NASDAQ: VERA: $155.58 million (8.7% of AUM) NYSE: GSK: $131.41 million (7.4% of AUM) NASDAQ: UTHR: $123.08 million (6.9% of AUM) NASDAQ: ABVX: $88.71 million (5.0% of AUM) NASDAQ: NTRA: $76.63 million (4.3% of AUM) As of Monday, Vera Therapeutics shares were priced at $39.97, up 43% over the past year and well outperforming the S&P 500’s roughly 19% gain in the same period. Company overview Metric Value Price (as of Monday) $39.97 Market capitalization $2.9 billion Net income (TTM) ($299.62 million) One-year price change 43% Company snapshot Vera Therapeutics develops clinical-stage therapies targeting serious immunological diseases, with a lead product candidate, atacicept, in Phase IIb trials for immunoglobulin A nephropathy, and MAU868 in Phase II for BK viremia infections. The company operates a biotechnology model focused on research, development, and commerciali...
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Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities. Not all companies are created equal, and StockStory is here to surface the ones with real upside. Keeping that in mind, here are two cash-producing companies that excel at turning cash into shareholde...
Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities. Not all companies are created equal, and StockStory is here to surface the ones with real upside. Keeping that in mind, here are two cash-producing companies that excel at turning cash into shareholder value and one that may face some trouble. One Stock to Sell: Boyd Gaming (BYD) Trailing 12-Month Free Cash Flow Margin: 9.5% Run by the Boyd family, Boyd Gaming (NYSE:BYD) is a diversified operator of gaming entertainment properties across the United States, offering casino games, hotel accommodations, and dining. Why Should You Sell BYD? Muted 13.4% annual revenue growth over the last five years shows its demand lagged behind its consumer discretionary peers Capital intensity will likely increase as its free cash flow margin is anticipated to drop by 2.6 percentage points over the next year Waning returns on capital from an already weak starting point displays the inefficacy of management’s past and current investment decisions Boyd Gaming is trading at $82.10 per share, or 11x forward P/E. If you’re considering BYD for your portfolio, see our FREE research report to learn more. Two Stocks to Watch: Casella Waste Systems (CWST) Trailing 12-Month Free Cash Flow Margin: 9.8% Starting with the founder picking up garbage with a pickup truck he purchased using savings from high school, Casella (NASDAQ:CWST) offers waste management services for businesses, residents, and the government. Why Does CWST Catch Our Eye? Annual revenue growth of 20.5% over the last two years was superb and indicates its market share increased during this cycle Earnings per share grew by 16.2% annually over the last two years, massively outpacing its peers CWST is a free cash flow machine with the flexibility to invest in growth initiatives or return capital to shareholders At $88.07 per share, Casel...
Oracle Corporation (NYSE:ORCL) is one of the most profitable blue chip stocks to invest in now. Stifel cut the price target on Oracle Corporation (NYSE:ORCL) to $220 from $275 on March 11, maintaining a Buy rating on the share. The firm told investors in a post-earnings note that while it expects capex growth in FY27 to $75 billion, it also believes that factors such as accelerating IaaS growth st...
Oracle Corporation (NYSE:ORCL) is one of the most profitable blue chip stocks to invest in now. Stifel cut the price target on Oracle Corporation (NYSE:ORCL) to $220 from $275 on March 11, maintaining a Buy rating on the share. The firm told investors in a post-earnings note that while it expects capex growth in FY27 to $75 billion, it also believes that factors such as accelerating IaaS growth stemming from AI and multi-database cloud, and sustained momentum in SaaS apps, should pave the way to better EPS growth rates in FY27. Oracle’s (ORCL) Strategic Innovation Boosts its Dividend Appeal The rating update came after Oracle Corporation (NYSE:ORCL) reported its fiscal Q3 2026 financial results on March 10, stating that total revenue for the quarter rose to $17.2 billion, up 22% in USD and up 18% in constant currency. GAAP Earnings per Share for the quarter also grew 24% to $1.27, while non-GAAP Earnings per Share rose 21% to $1.79. In addition, the remaining performance obligations for Q3 were $553 billion, up 325% year-over-year in USD. Oracle Corporation (NYSE:ORCL) provides products and services addressing aspects of corporate IT environments, including applications and infrastructure technologies. The company’s operations are divided into the following business segments: Cloud and License, Hardware, and Services. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow. Disclosure: None. Follow Insider Monkey on Google News.
Oracle Corporation (NYSE:ORCL) is one of the most profitable blue chip stocks to invest in now. Stifel cut the price target on Oracle Corporation (NYSE:ORCL) to $220 from $275 on March 11, maintaining a Buy rating on the share. The firm told investors in a post-earnings note that while it expects capex growth in FY27 to $75 billion, it also believes that factors such as accelerating IaaS growth st...
Oracle Corporation (NYSE:ORCL) is one of the most profitable blue chip stocks to invest in now. Stifel cut the price target on Oracle Corporation (NYSE:ORCL) to $220 from $275 on March 11, maintaining a Buy rating on the share. The firm told investors in a post-earnings note that while it expects capex growth in FY27 to $75 billion, it also believes that factors such as accelerating IaaS growth stemming from AI and multi-database cloud, and sustained momentum in SaaS apps, should pave the way to better EPS growth rates in FY27. Oracle’s (ORCL) Strategic Innovation Boosts its Dividend Appeal The rating update came after Oracle Corporation (NYSE:ORCL) reported its fiscal Q3 2026 financial results on March 10, stating that total revenue for the quarter rose to $17.2 billion, up 22% in USD and up 18% in constant currency. GAAP Earnings per Share for the quarter also grew 24% to $1.27, while non-GAAP Earnings per Share rose 21% to $1.79. In addition, the remaining performance obligations for Q3 were $553 billion, up 325% year-over-year in USD. Oracle Corporation (NYSE:ORCL) provides products and services addressing aspects of corporate IT environments, including applications and infrastructure technologies. The company’s operations are divided into the following business segments: Cloud and License, Hardware, and Services. While we acknowledge the potential of ORCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow. Disclosure: None. Follow Insider Monkey on Google News.
Cuba’s electric grid suffered a total power failure Monday as the island nation struggles with fuel supplies amid a de facto US oil blockade to pressure the communist government. The energy ministry said it is investigating the causes and has begun protocols to reestablish service. Earlier this month about two-thirds of the country was left without power for hours and at least half a dozen nationa...
Cuba’s electric grid suffered a total power failure Monday as the island nation struggles with fuel supplies amid a de facto US oil blockade to pressure the communist government. The energy ministry said it is investigating the causes and has begun protocols to reestablish service. Earlier this month about two-thirds of the country was left without power for hours and at least half a dozen national blackouts have been reported in the last year. Protests erupted over the weekend in the city of Moron, with locals throwing rocks and setting fire to the local communist party office. The Cuban regime has come under increasing pressure to push through economic reforms on the island after the leader of its main benefactor, Venezuela, was detained by the US earlier this year.
Key Points Many retirees rely on Medicare to provide them with health insurance coverage. A big change could be coming to Medicare as early as next month. Dr. Mehmet Oz was optimistic about the impact of the change to the rules surrounding Medicare coverage. The $23,760 Social Security bonus most retirees completely overlook › Close to 70 million seniors are covered by Medicare across the United S...
Key Points Many retirees rely on Medicare to provide them with health insurance coverage. A big change could be coming to Medicare as early as next month. Dr. Mehmet Oz was optimistic about the impact of the change to the rules surrounding Medicare coverage. The $23,760 Social Security bonus most retirees completely overlook › Close to 70 million seniors are covered by Medicare across the United States, according to the Centers for Medicare and Medicaid Services (CMS). Those covered seniors may soon find themselves enjoying new benefits starting as early as April. That's because Medicare has been moving toward expanding coverage for a popular class of medications. Here's what seniors could potentially become eligible to take advantage of as soon as next month. 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 » Medicare retirees may soon have broader coverage The coverage change in Medicare may occur as a result of an executive order issued by President Donald Trump on Dec. 18, 2025. The president ordered that the federal government change the way marijuana is classified under the law, and provide broader access to some cannabis products. The goal is to relax the rules surrounding cannabis in several important ways, including: Moving it from a Schedule I drug to Schedule III, a tier of medications with a lower potential for abuse. This will open the door to cannabis being legally prescribed by more doctors and included in more research. Creating a pilot program to allow Medicare to cover physician-recommended products, including cannabidiol (CBD), for the first time. This test program would be run by the Center for Medicare and Medicaid Innovation, and participants would be allowed $500 per year in coverage of CBD and hemp products. It's expected to last around five to 10 years. The pilot demonstratio...
Marjorie Taylor Greene Tells CNN That MAGA Feels '100% Betrayed' By Iran War Former Rep. Marjorie Taylor Greene has become a big fan of CNN since her departure from Congress since, we're guessing, FOX and Newsmax aren't excited to give her a platform of late. On Monday, she appeared on The Situation Room to once again declare doom and gloom for the MAGA movement… with a little help from the host. ...
Marjorie Taylor Greene Tells CNN That MAGA Feels '100% Betrayed' By Iran War Former Rep. Marjorie Taylor Greene has become a big fan of CNN since her departure from Congress since, we're guessing, FOX and Newsmax aren't excited to give her a platform of late. On Monday, she appeared on The Situation Room to once again declare doom and gloom for the MAGA movement… with a little help from the host. During the interview, host Pamela Brown asked what she’s hearing from Trump supporters in Georgia regarding Iran, playing up the Israel angle. “ Are you hearing from them that they believe President Trump is doing this on behalf of Israel? ” she asked. “Bring us there.” Greene, who has been a thorn in Trump's side since leaving office, painted a picture of a Republican base that is fractured and angry over the ongoing military operation in Iran, and “ It’s actually very split. And it’s split along generational lines ,” she said. “ Many of the older Americans from the Baby Boomer generation that watch Fox News all day long very much believe the talking points on Fox News , and they have spent decades of their lives convinced that fighting these wars is the right thing to do,” she explained. She then pointed to the next wave of voters, who see the issue through a completely different lens. “ But the younger generations - I’m Gen X - millennials and Gen Z are very much against this war, ” Greene continued. “And so, when you talk to people on the ground, that’s how it comes across. It’s very generational. And the younger generations are completely against it.” Marjorie Taylor Greene: "It's turned into some perverted, deranged version of MAGA now that nobody wants" pic.twitter.com/OceBnJpLnp — Aaron Rupar (@atrupar) March 16, 2026 That sentiment echoes something that has been brewing in conservative politics since Trump entered the political arena. Younger voters inside the America First movement tend to view foreign wars as expensive distractions from domestic priorities . Gree...
The PM’s decision not to sign up the UK to the Middle East conflict reflects the public mood better than Badenoch and Farage’s former gung-ho support It was a message that could just as easily have been given via a ministerial statement in the Commons. But Keir Starmer needs every break he can get at the moment and he wasn’t going to pass up the chance to look like a world leader at a press confer...
The PM’s decision not to sign up the UK to the Middle East conflict reflects the public mood better than Badenoch and Farage’s former gung-ho support It was a message that could just as easily have been given via a ministerial statement in the Commons. But Keir Starmer needs every break he can get at the moment and he wasn’t going to pass up the chance to look like a world leader at a press conference in Downing Street. The advantages were obvious. No need to have to listen to Kemi Badenoch drone on for five minutes with her revisionist fantasies in reply. Avoid the danger of loads of backbench MPs observing that President Trump is a deranged halfwit who doesn’t know what he’s doing. But best of all a press conference was ideal because the American war with Iran is one of the few occasions when the prime minister’s judgment has been right all along. Just over two weeks in and it’s increasingly looking like the The Donald is only in the war for its entertainment value. Just last weekend, he was saying he might continue bombing Kharg Island for fun. For the lols and social media hits. There has never been a plan or a goal in mind. Not so long ago he was saying the Brits were late to the party and he didn’t need them anyway. Now he is begging for help in keeping the strait of Hormuz open . Continue reading...
BraunS/E+ via Getty Images It seems that the market has assumed a seek-and-destroy mode in relation to private credit. Almost every week brings something fresh for the bears so that they can keep roaring and scare investors away from the private credit space. In September 2025, when First Brands and Tricolor went bankrupt , the famous cockroach phrase came out, which somehow managed to gain tracti...
BraunS/E+ via Getty Images It seems that the market has assumed a seek-and-destroy mode in relation to private credit. Almost every week brings something fresh for the bears so that they can keep roaring and scare investors away from the private credit space. In September 2025, when First Brands and Tricolor went bankrupt , the famous cockroach phrase came out, which somehow managed to gain traction among media and investor communities. In February 2026, the market came up with another buzzword: i.e., SaaSpocalypse. This time it was about the disruptive power of AI and how software-as-a-service companies could be very likely the first ones on the chopping block. Since many BDCs have relatively high exposures to SaaS, the bears could easily connect the dots and start plotting another doom and gloom scenario. In the same month, February 2026, as a result of elevated withdrawals from Blue Owl ( OWL ) private BDC OBDC II, the management decided to limit the redemptions to avoid fire sales. Soon after that, the same pattern followed for other private credit managers such as Blackstone ( BX ) and BlackRock ( BLK ). All of this added massive fuel to the fire and emboldened the bears to keep seeking new data points to paint darker and darker outcomes for BDCs. Last week (mid-March), it seems that the bear case advanced to an even more dramatic level. Namely, JPMorgan Chase ( JPM ) has started to assume a slightly more cautionary stance against private credit, which, among other things, includes recognition of certain private credit loan markdowns. In the media some have characterized it as the 'Second Global Financial Crisis' or 'GFC 2.0,' where we can observe now the first signs of liquidity being pulled out of the system and leaving the aggressive risk takers without fuel to keep their greed going - like with subprime loans. I think that this could not be further from the truth. It is just another example showing how most of the market participants lack an understanding a...
Key Points Micron Technology can breeze past Wall Street's expectations when it releases its quarterly results this week. The company's outlook is likely to exceed expectations, which should give the stock a nice shot in the arm. Micron continues to trade at an attractive valuation, making it a no-brainer buy going into its quarterly report. 10 stocks we like better than Micron Technology › Techno...
Key Points Micron Technology can breeze past Wall Street's expectations when it releases its quarterly results this week. The company's outlook is likely to exceed expectations, which should give the stock a nice shot in the arm. Micron continues to trade at an attractive valuation, making it a no-brainer buy going into its quarterly report. 10 stocks we like better than Micron Technology › Technology stocks have experienced significant volatility over the past six months. The recent swings can be attributed to multiple factors, including the ongoing conflict in the Middle East, concerns about the valuations of artificial intelligence (AI) companies, and the viability of the massive spending on AI infrastructure. Simply said, the recent weakness in AI stocks has been a headwind for the tech sector. The good news is that AI giants such as Nvidia, Oracle, Broadcom, and Palantir have reported impressive growth and strong outlooks in their latest quarters. And as we approach the end of the ongoing earnings season, it won't be surprising to see Micron Technology (NASDAQ: MU) following suit on Wednesday, March 18. 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 » Let's look at the reasons why Micron's upcoming earnings report could be better than expected. Micron Technology logo on top of a company building in the evening. Image source: Micron Technology. Robust memory demand and pricing put Micron in a solid position going into the quarterly report Micron Technology manufactures memory and storage chips used in multiple applications, including data centers, cloud computing, mobile devices, vehicles, personal computers, and the Internet of Things. So, Micron's results can be considered a barometer of how these markets are performing. As such, the market will be eagerly awaiting Micron's fiscal 2026 second...
jetcityimage Simon Property Group ( SPG ) was on track to log gains after declining for seven straight sessions. The stock was up 1.71% to $190.02 during Monday afternoon trading. The stock closed 0.40% lower in the previous trading session. It lost over 7% between March 5 and March 13. As per Seeking Alpha’s quant rating , the stock has a Hold rating with a score of 3.25 out of 5. SPG has been ra...
jetcityimage Simon Property Group ( SPG ) was on track to log gains after declining for seven straight sessions. The stock was up 1.71% to $190.02 during Monday afternoon trading. The stock closed 0.40% lower in the previous trading session. It lost over 7% between March 5 and March 13. As per Seeking Alpha’s quant rating , the stock has a Hold rating with a score of 3.25 out of 5. SPG has been rated an A+ for profitability, while it scored a C+ for growth and valuation. Seeking Alpha analysts also held a cautious stance with a Hold rating. However, Wall Street analysts had a Buy call on the stock. Several Seeking Alpha analysts issued a Hold all on the stock following its mixed fourth-quarter earnings last month. The company posted better-than-expected revenue but missed FFO estimates. Seeking Alpha analyst Dividend Collection Agency noted the stock’s resilience with strong fundamentals, but it said that SPG’s current valuation reflected recent outperformance and hence rated it Hold. “Due to their strong performance, Simon Property Group's growth appears priced in here. The REIT is trading near its price target of $201. While I do think there's little upside left for SPG, the stock could go higher,” it said. SA analyst Steven Fiorillo downgraded it to Hold arguing that the upside in the short term is priced into its shares. “Operationally, I think that SPG will do well in 2026, but I would wait for a selloff before adding to SPG in this environment, as there are just better opportunities out there. The one thing that could get me to change my mind is if they can lock in the majority of leases that are terming in 2026 above $60 per square foot,” he added. More on Simon Property Simon Property Group, Inc. (SPG) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript Simon Property Group: Firing On All Cylinders, But Strong Performance Looks Priced In Already Simon Property Group Q4: Financial Results And Preferred Stock Analysis Simon Property amends,...