An Amazon delivery driver loads a cart with packages on July 16, 2024 in San Francisco, California. (Justin Sullivan/Getty Images) Amazon is offering one-hour deliveries to hundreds of U.S. cities and towns including parts of the Los Angeles metropolitan area. The e-commerce giant said that it is also offering three-hour deliveries in more than 2,000 cities and towns. It plans to expand these opti...
An Amazon delivery driver loads a cart with packages on July 16, 2024 in San Francisco, California. (Justin Sullivan/Getty Images) Amazon is offering one-hour deliveries to hundreds of U.S. cities and towns including parts of the Los Angeles metropolitan area. The e-commerce giant said that it is also offering three-hour deliveries in more than 2,000 cities and towns. It plans to expand these options to more places in the coming months, the company said in a blog post Tuesday. The faster delivery option arrives as the e-commerce giant competes for customers with retailers such as Target and Walmart, which also offer one-hour delivery. Apps such as DoorDash and Uber provide quick deliveries from select retail stores as well. “Our customers are busier than ever and are looking for new ways to save time while keeping their households running," said Udit Madan, senior vice president of Worldwide Operations at Amazon in a statement. "We saw an opportunity to use our unique operational expertise and delivery network to help make customers’ lives a little easier while unlocking even more value for Prime members." Other areas with one-hour delivery include Chicago and Washington DC. Amazon customers will have to pay more for speedier deliveries. People who subscribe to Amazon Prime in certain metro areas already get free same-day delivery. Amazon said its Prime members will be able to get 1-hour delivery for a discounted $9.99 and 3-hour delivery for $4.99. Customers who don't subscribe to Amazon Prime would pay much more with the fees being $19.99 for 1-hour delivery and $14.99 for 3-hour delivery. The faster delivery options will be available seven days a week. The company also has a webpage where people can check whether the choice is available in their area. Amazon, which has faced scrutiny over workplace injuries and conditions, said it maintains "high-safety standards for employees and delivery partners." The company said it has special sites for same-day deliveries a...
If I told you 176 calendar days ago, just after Labor Day, that the U.S. would capture the leader of Venezuela, seize a few million barrels of oil, the Middle East would erupt into a war that eliminated much of Iran's leadership, crude oil spikes above $120, and June rate cut is mostly off the table — would you believe the stock market would be trading at the same price on St. Patrick's Day 2026? ...
If I told you 176 calendar days ago, just after Labor Day, that the U.S. would capture the leader of Venezuela, seize a few million barrels of oil, the Middle East would erupt into a war that eliminated much of Iran's leadership, crude oil spikes above $120, and June rate cut is mostly off the table — would you believe the stock market would be trading at the same price on St. Patrick's Day 2026? Neither would I. But here we are. The chart below shows the Nasdaq-100 daily chart stuck in a fairly tight trading range of 9% from high to low. To make matters worse, right after Groundhog Day, the darned rodent saw his shadow, forecasting six more weeks of winter and possibly more market range? Well, that six weeks of winter and market range are up. Is it time for the weather — and the markets — to thaw out? To answer that question let's pop the market hood and look at the internals to see if there is movement below the index surface that points to a range resolution. The following five charts will show you divergences of the internals of the market compared to the price of a stock index to suggest we might have seen the lows and and range resolution is coming. Basically what you're looking for is non-confirmation of the indicator that makes a higher-low compared to the price of the index that makes a lower-low. Let's start with the Nasdaq TICK indicator. The TICK indicator is a real-time breadth study that measures the amount of upticking stocks versus downticking name that very minute. It detects the presence of institutional program trades. When the big institutions want to buy a whole index or sector group, they will often program trade and simply hit the buy button to accumulate all S & P 500 stocks or some other group of stocks. That will make the TICK indicator spike leaving a clear footprint. The same is true with a program sell trades when they want to dump a basket of stocks. The chart below shows the Nasdaq TICK in the light blue and gray. To make sense and smo...
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." US diesel tops $5 a gallon as the Iran war disrupts fuel supply chains. As the war rages on, the CEO of Merlin and Erik Prince of Swarmer talk the future of defense technology. Nvidia’s CEO makes a trillion-dollar AI forecast. (Source: Bloomberg)
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." US diesel tops $5 a gallon as the Iran war disrupts fuel supply chains. As the war rages on, the CEO of Merlin and Erik Prince of Swarmer talk the future of defense technology. Nvidia’s CEO makes a trillion-dollar AI forecast. (Source: Bloomberg)
Justin Paget/DigitalVision via Getty Images Canadian Solar ( CSIQ ) +2.9% in Tuesday's trading as Mizuho upgraded shares to Neutral from Underperform with a $19 price target, following the stock's ~31% decline since the analyst's double downgrade in November and as Prohibited Foreign Entity-related underperformance seems overdone. In his base case, Mizuho's Maheep Mandloi now assumes Canadian Sola...
Justin Paget/DigitalVision via Getty Images Canadian Solar ( CSIQ ) +2.9% in Tuesday's trading as Mizuho upgraded shares to Neutral from Underperform with a $19 price target, following the stock's ~31% decline since the analyst's double downgrade in November and as Prohibited Foreign Entity-related underperformance seems overdone. In his base case, Mizuho's Maheep Mandloi now assumes Canadian Solar ( CSIQ ) can qualify for 45X tax credits as a non-PFE, compared to the analyst's prior framework that required U.S. factory sales to third parties; navigating PFE rules could be costly, and Mandloi assumes the company will likely have to buy the U.S. factory from CSI Solar's Chinese subsidiary rather than lease it. Mandloi said the key risk is whether Canadian Solar ( CSIQ ) can buy the U.S. manufacturing license from CSI Solar, which could require Chinese government approval; the analyst believes the other effective control issues can be cured, but this remains the biggest open question for management. For 2026, Mandloi believes the consensus underestimates module pricing, as Canadian Solar ( CSIQ ) should benefit from selling domestic cell modules that qualify for higher ASPs. More on Canadian Solar Canadian Solar: Growth Under Pressure In A Slowing Market Canadian Solar Boasts New AI Monetization Opportunity - Rerating May Be Slow Seeking Alpha’s Quant Rating on Canadian Solar
Key Points VTI and ITOT cost the same and track nearly identical segments of the U.S. stock market. Both funds delivered almost identical total returns and risk profiles over the past year. VTI holds more stocks and is much larger by assets under management. 10 stocks we like better than iShares Trust - iShares Core S&P Total U.s. Stock Market ETF › The Vanguard Total Stock Market ETF (NYSEMKT:VTI...
Key Points VTI and ITOT cost the same and track nearly identical segments of the U.S. stock market. Both funds delivered almost identical total returns and risk profiles over the past year. VTI holds more stocks and is much larger by assets under management. 10 stocks we like better than iShares Trust - iShares Core S&P Total U.s. Stock Market ETF › The Vanguard Total Stock Market ETF (NYSEMKT:VTI) and the iShares Core S&P Total U.S. Stock Market ETF (NYSEMKT:ITOT) both aim to capture the full U.S. equity market, spanning large-, mid-, and small-cap stocks with broad sector exposure. This comparison looks at cost, performance, portfolio makeup, and practical differences to help investors decide which may better suit a total-market approach. Snapshot (cost & size) Metric VTI ITOT Issuer Vanguard iShares Expense ratio 0.03% 0.03% 1-yr return (as of March 17, 2026) 20.39% 20.26% Dividend yield 1.11% 1.10% AUM $2.1 trillion $80.7 billion Beta (5Y monthly) 1.04 1.04 VTI and ITOT are equally affordable, each charging a 0.03% expense ratio. They also post a nearly identical dividend yield, so neither offers a meaningful cost or payout advantage. Performance & risk comparison Metric VTI ITOT Max drawdown (5 y) -25.37% -25.35% Growth of $1,000 over 5 years $1,700 $1,698 What's inside ITOT tracks the S&P Total Market Index, covering 2,482 stocks and providing exposure to technology (31%), financial services (12%), and consumer cyclical (10%) sectors. Its largest holdings are Nvidia, Apple, and Microsoft. The fund has been in existence for over 22 years and does not employ any leverage, currency hedging, or ESG screens. VTI, by comparison, is even broader, holding 3,503 stocks and offering similar sector weights — technology at 31%, financial services at 12%, and consumer cyclical at 10%. Its top positions match ITOT’s, though the exact weightings differ slightly. Both funds provide diversified access to the U.S. market without notable quirks or strategy overlays. For more gui...
Warner Bros CEO To Collect $667 Million In Paramount Deal Authored by Andrew Moran via The Epoch Times (emphasis ours), Warner Bros. Discovery CEO David Zaslav will collect about $667 million in compensation after the entertainment empire completes its sale to Paramount Skydance. President and CEO of Discovery Communications David Zaslav in Pasadena, Calif., on June 29, 2015. Alberto E. Rodriguez/...
Warner Bros CEO To Collect $667 Million In Paramount Deal Authored by Andrew Moran via The Epoch Times (emphasis ours), Warner Bros. Discovery CEO David Zaslav will collect about $667 million in compensation after the entertainment empire completes its sale to Paramount Skydance. President and CEO of Discovery Communications David Zaslav in Pasadena, Calif., on June 29, 2015. Alberto E. Rodriguez/Getty Images Last month, the company accepted Paramount’s $110 billion proposal , concluding a months‑long bidding contest after Netflix exited the talks. One of the key beneficiaries of the merger will be Zaslav , who could pocket several hundred million dollars, according to a March 17 Securities and Exchange Commission filing. Zaslav is in line for approximately $34.2 million in cash severance, a package that includes salary continuation and bonuses tied to a change‑in‑control termination, the regulatory filing stated. He would also receive $115.8 million in vested equity, along with $517.2 million in unvested share awards that would vest upon finalization of the sale. Vested equity is stock or stock-based awards that executives have earned the legal right to keep. Unvested shares are shares that executives have been authorized to receive but have not yet earned the right to own. The payout could also include up to $335 million in tax reimbursements. However, this figure will decline over time depending on when the Paramount-Warner Bros. deal is finalized. Warner Bros. said this figure is based on tax‑code provisions “that are expected to cause it to significantly decline with the passage of time,” and noted that the tax payment would drop to zero if the deal closes in 2027. Paramount anticipates the acquisition will be completed by the third quarter this year. Ultimately, the filing states that these amounts may not be realized as they are “based on multiple assumptions that may or may not actually occur or be accurate as of the date referenced.” The companies expect to...
US stocks are flashing their strongest buy signal in almost a year, according to Barclays’ Alex Altmann , who joins a growing chorus on Wall Street saying the worst of the recent rout may be over. Barclays’ Equity Timing Indicator, or BETI, dropped to negative 8.3 overnight, its lowest level since President Donald Trump ’s tariff turmoil last April, Altmann, the bank’s global head of equities tact...
US stocks are flashing their strongest buy signal in almost a year, according to Barclays’ Alex Altmann , who joins a growing chorus on Wall Street saying the worst of the recent rout may be over. Barclays’ Equity Timing Indicator, or BETI, dropped to negative 8.3 overnight, its lowest level since President Donald Trump ’s tariff turmoil last April, Altmann, the bank’s global head of equities tactical strategies, wrote in a note to clients Tuesday. It reached a threshold that has historically marked “highly attractive” entry points for stocks. BETI — which aggregates 19 inputs spanning market internals, positioning, sentiment and macroeconomic data — is designed to identify tactical turning points in equities. Historically, readings above +7 have signaled poor forward returns, while levels below -7 have been associated with supportive conditions for rallies. When the gauge falls between -8 and -7, the S&P 500 Index has delivered average 42-day forward returns of 6.6%, with a 92% positive hit rate since 2015, according to the bank. The median returns over that period stands at 5.1%, based on 38 observations. The latest bearish reading reflects in part a deterioration in the S&P 500’s rate of change. While the index’s peak-to-trough decline from its high earlier this year may appear modest in absolute terms, it stands out given the unusually low volatility and narrow trading range over the prior six months, according to the note. Additional contributors include a sharp repricing in high-yield credit spreads — notable even if outright levels still remain relatively benign — and a collapse in Barclays’ Equity Euphoria Indicator, signaling a rapid unwinding of bullish sentiment. “Barclays Equities Tactical Strategies remain attractive on US equity risk through this S&P 500 pullback,” Altmann wrote, adding that relatively muted positioning among systematic and discretionary investors could amplify any upside move. ‘Sharp Beta Squeeze’ With commodity trading advisers, or C...
J Studios/DigitalVision via Getty Images It’s impossible to discuss overarching market trends this year without devoting the bulk of that discussion to the “SaaSpocalypse” and how quickly enthusiasm for AI as a business tailwind has shifted into becoming a net risk. But while I do believe the broad fear against software stocks is unwarranted, I also think we need to gear up for a definitive change...
J Studios/DigitalVision via Getty Images It’s impossible to discuss overarching market trends this year without devoting the bulk of that discussion to the “SaaSpocalypse” and how quickly enthusiasm for AI as a business tailwind has shifted into becoming a net risk. But while I do believe the broad fear against software stocks is unwarranted, I also think we need to gear up for a definitive change in market leadership and which tech companies will be able to survive this change. Domo, Inc. ( DOMO ), to me, is one of the least likely companies to survive. The company had already been contending with weak demand and shifting enterprise IT priorities long before AI arrived on the scene to threaten its core business. Down 50% since January alone, I unfortunately see very few catalysts that can rescue this stock from a purely fundamental angle. Data by YCharts I last wrote a "Sell" rating on Domo in January, when the stock was trading at $6 per share. Since then, the stock has lost a third of its value, and yet despite the bargain stock angle, I continue to view Domo as a value trap. The company’s business is not well designed to adapt to a world in which AI agents replace business analysts. I reiterate my "Sell" rating here. Let’s briefly touch on, for a moment, the “SaaSpocalypse” idea. Since February, investors have latched onto increasingly powerful capabilities in Anthropic’s Claude as a signal that the threat from AI is mounting and that established software companies stand no chance against agentic AI products and vibe-coded tools that no longer require expensive enterprise subscriptions. There are many flaws to this overblown fear that, in my view, betrays a lack of understanding about how enterprise software functions. For one, most systems are highly complex, requiring integrations to many third-party systems. Not only does this require ongoing vendor support, but the cost of a broken integration or getting certain data or workflows wrong is enormous. Smaller c...
Key Points Lab-grown diamonds are driving high margins and attracting new customers without cannibalizing natural diamond sales. Signet has significant growth potential in the underpenetrated $43 billion fashion jewelry market. 10 stocks we like better than Signet Jewelers › Most investors see Signet Jewelers (NYSE: SIG) as a jewelry retailer. That framing misses what's started to happen inside th...
Key Points Lab-grown diamonds are driving high margins and attracting new customers without cannibalizing natural diamond sales. Signet has significant growth potential in the underpenetrated $43 billion fashion jewelry market. 10 stocks we like better than Signet Jewelers › Most investors see Signet Jewelers (NYSE: SIG) as a jewelry retailer. That framing misses what's started to happen inside the business. Signet is in the middle of a product mix revolution. Lab-grown diamonds now account for roughly 40% of its bridal band sales and 15% of its fashion jewelry revenue, the latter having doubled in a single year. To me, this is Signet going on the offensive to spark growth. Lab-grown diamonds carry higher margins than their natural counterparts at lower price points, and they're pulling in a customer demographic that previously didn't shop at branded stores it controls like Kay, Zales, or Jared. 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 preliminary financial results Signet is posting recently reflect this. In its fiscal 2026 (ended Jan. 31, 2026), Signet posted approximately $6.8 billion in revenue, with same-store sales up 1.2% to 1.3% for the full year. Operating income came in between $388 million and $393 million, and the company expects to deliver more than $500 million in free cash flow. Average unit retail rose 4% to 5% in Q4 and 6% to 7% for the full year. These increases were driven almost entirely by the lab-grown diamond mix shift. Lab-grown diamonds are a reason to buy But lab-grown diamonds aren't cannibalizing natural diamond sales at Signet. They're expanding the category. CEO J.K. Symancyk said it plainly at Citi's Global Consumer Conference this week: "It is a category extender." Customers with a limited budget who previously bought a faux-diamond fashion piece are now s...
Britain’s energy minister has said “every penny” levied on household energy bills will be scrutinised after suppliers warned that households could face a price hike of £250 a year due to the war in Iran. Michael Shanks told MPs that the government would stand ready to provide support wherever needed, but it would not be rushed into plans to reduce the costs faced by households or offer direct fina...
Britain’s energy minister has said “every penny” levied on household energy bills will be scrutinised after suppliers warned that households could face a price hike of £250 a year due to the war in Iran. Michael Shanks told MPs that the government would stand ready to provide support wherever needed, but it would not be rushed into plans to reduce the costs faced by households or offer direct financial support. The government is under increasing pressure to commit to protecting energy bill payers from soaring energy markets as the crisis in the Gulf continues to disrupt global supplies of oil and gas. The biggest supply shock in the history of the energy markets has caused Europe’s gas prices to climb by 40% in less than three weeks. For motorists, the crisis has already caused petrol to rise by 10p at the pump to more than 142p a litre while the diesel price has climbed 20p higher to more than 162p a litre. The UK’s biggest energy trade association on Tuesday called on the government to immediately bring together “a vaccine-style taskforce” to address the looming cost hikes after suppliers warned that gas and electricity bills could climb by £250 a year. Specifically, the UK government should take steps to make sure that any support for energy bill payers is targeted to help those most in need, according to Energy UK. Dhara Vyas, Energy UK’s chief executive, said: “It is still too early to tell how significant an impact the conflict in the Middle East will have on British energy bills – but it is clearly sensible to prepare and ensure any intervention that might be necessary is both cost-effective and directed to help those who most need it. “Prioritising efforts to identify these customers is crucial for any potential emergency response and will also mean that we can ensure they are supported in the long term.” Keir Starmer announced that lower income households reliant on heating oil to warm their homes would receive £53m of government support to help with their ...