Industry groups say delay to defence investment plan (DIP) leaving UK behind in global race for funding Defence manufacturers are going bust while others have been left in “paralysis” and “bleeding cash” as they wait for a long-delayed UK military spending plan for the next decade, MPs have heard. Industry groups said that a more than six-month delay to the defence investment plan (DIP) has also l...
Industry groups say delay to defence investment plan (DIP) leaving UK behind in global race for funding Defence manufacturers are going bust while others have been left in “paralysis” and “bleeding cash” as they wait for a long-delayed UK military spending plan for the next decade, MPs have heard. Industry groups said that a more than six-month delay to the defence investment plan (DIP) has also left the UK behind Germany and the US in attracting cash from global investors. Continue reading...
Deagreez/iStock via Getty Images Introduction & Investment Thesis US President Donald Trump seems to have backed off yesterday morning , with his post on Truth Social where he said that he has ordered a pause on all military strikes against Iranian power plants and energy infrastructure for a five-day period after two days of “very good” conversations with Iran. This move from the President comes ...
Deagreez/iStock via Getty Images Introduction & Investment Thesis US President Donald Trump seems to have backed off yesterday morning , with his post on Truth Social where he said that he has ordered a pause on all military strikes against Iranian power plants and energy infrastructure for a five-day period after two days of “very good” conversations with Iran. This move from the President comes after the S&P 500 ( SPY ) closed below its 200 DMA (day moving average) last week. The last time the index closed below the 200 DMA was during the tariff-related selloff in March 2025, which was followed by the index correcting another 15% after that. But similar to the 90-day tariff pause that President Trump implemented at the peak of market fears during the tariff-related selloff, he seems to be following a similar playbook this time as well. Last week, we saw the 10Y US Treasury yield rise to 4.39%, its highest level since July 2025, along with real yields climbing sharply on fears of supply-related inflation from rising oil prices amid ongoing conflict. Meanwhile, after a pretty nasty PPI print last week where the headline number surged more than double the expectation, the Fed decided to keep their interest rates anchored at 3.5%-3.75%, reiterating the “higher for longer” narrative while raising their full-year expectation on inflation, which further unnerved investors. While the postponing of further military strikes against Iranian power plants and energy infrastructure for five days is a constructive start to holding “productive talks” with Iran, Iran's foreign ministry, however, refuted the post and said there have been no talks with Washington. The way I see it, while the news has given markets an initial sigh of relief, which can lead to a sizable bounce in the short term, we may not be out of the woods. And by that, I mean the risks of a bear market. In this post, I will explain why. Addressing The Bond Market Volatility Last week, we saw oil prices measured by...
Youth organisation says its belief in ‘dignity, respect and inclusion’ is unchanged but it ‘must operate lawfully’ Transgender girls and women who are part of Girlguiding groups have been given until September to leave the organisation, under new rules introduced after the supreme court ruling on gender last year. In an announcement on Tuesday, Girlguiding said current members who were trans girls...
Youth organisation says its belief in ‘dignity, respect and inclusion’ is unchanged but it ‘must operate lawfully’ Transgender girls and women who are part of Girlguiding groups have been given until September to leave the organisation, under new rules introduced after the supreme court ruling on gender last year. In an announcement on Tuesday, Girlguiding said current members who were trans girls or trans young women could stay until 6 September 2026, at which point they would have to leave. Continue reading...
Microsoft ( MSFT ) has apparently moved forward with a plan to rent out some remaining space at a massive data center that was a flagship site in the Stargate Project being led by Oracle ( ORCL ) and OpenAI ( OPENAI ), according to Bloomberg. Microsoft will use about 700 MW of capacity at the site, which is located in Abilene, Texas, the report said, citing people familiar with the situation. The ...
Microsoft ( MSFT ) has apparently moved forward with a plan to rent out some remaining space at a massive data center that was a flagship site in the Stargate Project being led by Oracle ( ORCL ) and OpenAI ( OPENAI ), according to Bloomberg. Microsoft will use about 700 MW of capacity at the site, which is located in Abilene, Texas, the report said, citing people familiar with the situation. The Redmond-based software company will use the capacity to meet rising demand from its cloud customers and for internal work on artificial intelligence. The data center company Crusoe is leading the development on the site. Crusoe develops data centers with power from stranded natural gas and renewables. OpenAI and Oracle continue to utilize the rest of the 1,000-acre development. Oracle currently leases out eight buildings at the site for use by OpenAI. For various reasons, OpenAI and Oracle decided not to expand their footprint on the site from 1.2 GW to 2 GW, leaving the expansion open for other hyperscalers. Meta Platforms ( META ) was also in discussions to lease some of the planned expansion. Seeking Alpha reached out to Microsoft for comment on the development. More on Microsoft Microsoft: Agentic AI May Be The 2-In-1 Recovery Catalyst Microsoft: Beneath The Selloff Microsoft: Don't Jump To Conclusions From The Recent Share Price Rout Microsoft in focus as BofA reinstates coverage with Buy rating OpenAI flags Microsoft dependence as key business risk ahead of expected IPO - report
NiseriN/iStock via Getty Images APA Corp. ( APA ) has made a new natural gas discovery in Egypt's Western Desert, following the drilling of the SKAL-1X exploratory well in the South Kalabsha area, the country's petroleum ministry said Tuesday. Preliminary test results from the well show production rates of 26M cf/day of gas and 2,700 bbl/day of condensate. The discovery is near existing i...
NiseriN/iStock via Getty Images APA Corp. ( APA ) has made a new natural gas discovery in Egypt's Western Desert, following the drilling of the SKAL-1X exploratory well in the South Kalabsha area, the country's petroleum ministry said Tuesday. Preliminary test results from the well show production rates of 26M cf/day of gas and 2,700 bbl/day of condensate. The discovery is near existing infrastructure and production facilities that will accelerate production launch while reducing capital expenditure, the ministry said. The discovery is the latest effort between APA's ( APA ) Apache Egypt unit and state-owned Egyptian General Petroleum Corp. to develop gas resources and follows last November's discovery from the Gomana-1 exploration well. More on APA Corp. APA Corp.: Deeply Undervalued While Advancing On All Fronts APA Corp.: Redefined By Operational Efficiencies And Middle East Turmoil APA Corp.: The Great FCF Machine
Sundry Photography/iStock Editorial via Getty Images Lockheed Martin ( LMT ) on Tuesday said it completed an initial live-fire test of its Grizzly launcher, a containerized system designed to fire Hellfire missiles from a compact, transportable platform. Live-fire test of Grizzly vertical launcher (Lockheed Martin) The test marked the first integrated demonstration of both vertical launch and live...
Sundry Photography/iStock Editorial via Getty Images Lockheed Martin ( LMT ) on Tuesday said it completed an initial live-fire test of its Grizzly launcher, a containerized system designed to fire Hellfire missiles from a compact, transportable platform. Live-fire test of Grizzly vertical launcher (Lockheed Martin) The test marked the first integrated demonstration of both vertical launch and live missile firing from the system, which is housed inside a standard 10-foot Tricon shipping container. The company said the launcher successfully met key performance requirements during the trial. Grizzly is being developed as a mobile launch solution that can be deployed across a range of environments. By using an enclosed container, the system is intended to be easier to transport and less conspicuous than traditional launch platforms. The launcher incorporates components derived from existing systems, including the M299 launcher, and relies in part on commercially available materials. Lockheed Martin said this approach is aimed at reducing production timelines and simplifying logistics compared with more complex weapons systems. The company began developing Grizzly roughly six months prior to the test, funded through internal investment. Lockheed Martin ( LMT ) said it will continue working with the U.S. government to refine the system based on data collected during the demonstration. The effort reflects a broader trend in defense toward more flexible and mobile weapons systems that can be deployed quickly and adapted to different operational needs. More on Lockheed Martin The Shahed Drone War Is Creating A Missile Defense Supercycle For Lockheed Martin Lockheed Martin: The Upside Is Already Priced In Lockheed Martin: Operationally Strong, Valuation Fully Priced - A Textbook Hold For 2026 Colombian military plane crash kills one, dozens injured after takeoff U.S. Army receives Black Hawk variant equipped with autonomy system for testing
(Bloomberg) -- Software stocks dropped on Tuesday after a report on new AI tools from Amazon.com Inc. rekindled the disruption fears that have roiled the sector in the past few months.Amazon’s cloud-computing arm, Amazon Web Services, is developing an AI agent to automate some of functions for sales, business development and other groups that have been targeted in the tech giant’s sweeping job cut...
(Bloomberg) -- Software stocks dropped on Tuesday after a report on new AI tools from Amazon.com Inc. rekindled the disruption fears that have roiled the sector in the past few months.Amazon’s cloud-computing arm, Amazon Web Services, is developing an AI agent to automate some of functions for sales, business development and other groups that have been targeted in the tech giant’s sweeping job cuts, the Information reported, citing people familiar with the matter. The agent being developed by AW
Key PointsOld North State Trust sold all of its 72,921 shares of First Bancorp in the fourth quarter; the estimated transaction value was $3.70 million based on quarterly average prices.
Key PointsOld North State Trust sold all of its 72,921 shares of First Bancorp in the fourth quarter; the estimated transaction value was $3.70 million based on quarterly average prices.
Micron Technology (NASDAQ:MU) just delivered one of the most lopsided earnings beats in the semiconductor sector’s recent history. Yet the stock has pulled back 15% over the past week and sits roughly 16% below its 52-week high of $471.34. The gap between what Micron’s numbers say and what the market is pricing in has drawn ... 1 AI Stock to Buy Before the Market Realizes Its Mistake
Micron Technology (NASDAQ:MU) just delivered one of the most lopsided earnings beats in the semiconductor sector’s recent history. Yet the stock has pulled back 15% over the past week and sits roughly 16% below its 52-week high of $471.34. The gap between what Micron’s numbers say and what the market is pricing in has drawn ... 1 AI Stock to Buy Before the Market Realizes Its Mistake
Key PointsDirector Howard Lance sold 4,832 shares for a transaction value of ~$430,000 on Feb. 25, 2026, at a weighted average price of $88.98 per share.
Key PointsDirector Howard Lance sold 4,832 shares for a transaction value of ~$430,000 on Feb. 25, 2026, at a weighted average price of $88.98 per share.
JoeyCheung/iStock Editorial via Getty Images SEI Select Emerging Market Equity ETF Outlook Emerging markets are poised to face a new set of headwinds following their strong outperformance in 2025. However, emerging markets were trading at only 13.5x forward earnings towards the end of February, and have since declined by around 8% on the back of new geopolitical tensions. The broader MSCI EM Index...
JoeyCheung/iStock Editorial via Getty Images SEI Select Emerging Market Equity ETF Outlook Emerging markets are poised to face a new set of headwinds following their strong outperformance in 2025. However, emerging markets were trading at only 13.5x forward earnings towards the end of February, and have since declined by around 8% on the back of new geopolitical tensions. The broader MSCI EM Index is favorable based on valuation and earnings growth, and still looks like a hold, even though emerging economies will be hit with higher inflation this year. The SEI Select Emerging Market Equity ETF ( SEEM ) is an interesting vehicle to monitor. SEEM has slightly outperformed the iShares MSCI Emerging Markets ETF ( EEM ) since its inception in late 2024. SEEM is worth considering if you want to maintain passive exposure to emerging markets in this environment and don't want to bet on individual country/commodity-based narratives in the market. Data by YCharts The SEI Select Emerging Market Equity ETF has several unique characteristics relative to the MSCI Emerging Markets ETF, and it also has a lower management fee. SEEM's combined approach makes SEEM a slightly superior vehicle compared to EEM. Emerging market macro risks, most notably inflation, have accelerated in recent weeks, and equities will likely continue to sell off in Q2 2026. Emerging markets also strongly rallied in 2025, so this quarter is not likely the best entry point. However, earnings growth for EM equities is very favorable, and SEEM looks like an acceptable vehicle for maintaining general exposure to emerging markets. SEEM should continue its slight outperformance of the iShares MSCI Emerging Markets ETF in 2026 and 2027. SEI Select Emerging Market Equity ETF Overview The SEI Select Emerging Market Equity ETF is a newer ETF that was listed in October 2024. SEEM tracks some of the top emerging market names in the market and utilizes quantitative techniques in its portfolio composition process. SEEM is ...
(RTTNews) - New York Stock Exchange, part of Intercontinental Exchange Inc. (ICE), on Tuesday said it has signed a memorandum of understanding with Securitize to support the development of tokenized securities markets.
(RTTNews) - New York Stock Exchange, part of Intercontinental Exchange Inc. (ICE), on Tuesday said it has signed a memorandum of understanding with Securitize to support the development of tokenized securities markets.
Every investor wants to find the top stocks and ride them as far as they'll go. For those who concentrate on growth stocks, finding the biggest winners is the hallmark of ultimate success. Both here at The Motley Fool and elsewhere, the top-performing stock portfolios often feature just a small handful of stocks that have generated life-changing returns, and those few big winners have been enough ...
Every investor wants to find the top stocks and ride them as far as they'll go. For those who concentrate on growth stocks, finding the biggest winners is the hallmark of ultimate success. Both here at The Motley Fool and elsewhere, the top-performing stock portfolios often feature just a small handful of stocks that have generated life-changing returns, and those few big winners have been enough to turn what would have been adequate performance into market-crushing returns. Yet not every growth investor has the time, inclination, or discipline to find winning individual stocks and hold them for the long term. For them, exchange-traded funds offer an attractive way to get growth-stock exposure without the high maintenance of having to do ongoing research. Vanguard Growth ETF (NYSEMKT: VUG) has been a great choice for investors seeking to profit from growth stocks, and as you learned in the first installment of this three-article series for the Voyager Portfolio , Vanguard Growth follows a relatively simple methodology that has identified some truly great companies. In this article, you'll find out exactly how well Vanguard Growth has done compared to its peers. Image source: Getty Images. Continue reading
lcva2/iStock Editorial via Getty Images Microsoft: Caught In The Forest Fire - Justified? For the past five weeks, I have been thinking very carefully about the survivability of the software narrative. After all, while we have been inundated by events linked to the ongoing Iranian conflict, I still hope to impress upon you that it's been about a month since we were all awakened by the now famous (...
lcva2/iStock Editorial via Getty Images Microsoft: Caught In The Forest Fire - Justified? For the past five weeks, I have been thinking very carefully about the survivability of the software narrative. After all, while we have been inundated by events linked to the ongoing Iranian conflict, I still hope to impress upon you that it's been about a month since we were all awakened by the now famous (or infamous) Substack post that pontificated about the 2028 Global Intelligence Crisis , of which the “thought experiment” also includes the end of (much of) software as we know it. Back in my previous update of Microsoft Corporation ( MSFT ) in January, I didn't quite expect the software Armageddon portrayal to go into overdrive, and send many of the software stocks by the wayside, including that of Microsoft. So, investors have arguably suffered, and are looking for answers as to whether MSFT could still offer some of the safe harbor dynamics from the maelstrom that has collapsed just about most software stocks that I’m familiar with. And if the king of SaaS isn't immune from the FUD (fear, uncertainty, doubt), how could the rest of them survive? SMH/IGV price chart (long term, monthly) (TradingView) But to be fair, this software apocalypse, forest fire, or SaaS Armageddon has been engulfing software stocks for a some time. If you take a look at the trend bias between semiconductors ( SMH ) and software ( IGV ) for the several years now, as outlined in the above chart, semiconductor outperformance is not a recent phenomenon, is it? If you observed the price action signals from the SMH/IGV chart as shown, the level of software disruption fears surged in the past few months (vertical line up), before reaching a crescendo in February, and then pulling back this month, helping to stem some of the selling pressure that has battered SaaS stocks this year. Microsoft Is A Platform Company Microsoft revenue segments (Barron's) With such a hammering going on in IGV, I don't think i...
lcva2/iStock Editorial via Getty Images Microsoft: Caught In The Forest Fire - Justified? For the past five weeks, I have been thinking very carefully about the survivability of the software narrative. After all, while we have been inundated by events linked to the ongoing Iranian conflict, I still hope to impress upon you that it's been about a month since we were all awakened by the now famous (...
lcva2/iStock Editorial via Getty Images Microsoft: Caught In The Forest Fire - Justified? For the past five weeks, I have been thinking very carefully about the survivability of the software narrative. After all, while we have been inundated by events linked to the ongoing Iranian conflict, I still hope to impress upon you that it's been about a month since we were all awakened by the now famous (or infamous) Substack post that pontificated about the 2028 Global Intelligence Crisis , of which the “thought experiment” also includes the end of (much of) software as we know it. Back in my previous update of Microsoft Corporation ( MSFT ) in January, I didn't quite expect the software Armageddon portrayal to go into overdrive, and send many of the software stocks by the wayside, including that of Microsoft. So, investors have arguably suffered, and are looking for answers as to whether MSFT could still offer some of the safe harbor dynamics from the maelstrom that has collapsed just about most software stocks that I’m familiar with. And if the king of SaaS isn't immune from the FUD (fear, uncertainty, doubt), how could the rest of them survive? SMH/IGV price chart (long term, monthly) (TradingView) But to be fair, this software apocalypse, forest fire, or SaaS Armageddon has been engulfing software stocks for a some time. If you take a look at the trend bias between semiconductors ( SMH ) and software ( IGV ) for the several years now, as outlined in the above chart, semiconductor outperformance is not a recent phenomenon, is it? If you observed the price action signals from the SMH/IGV chart as shown, the level of software disruption fears surged in the past few months (vertical line up), before reaching a crescendo in February, and then pulling back this month, helping to stem some of the selling pressure that has battered SaaS stocks this year. Microsoft Is A Platform Company Microsoft revenue segments (Barron's) With such a hammering going on in IGV, I don't think i...