Disquiet aired over the subject matter of film about a couple whose engagement is upended after they reveal to each other ‘the worst thing you’ve ever done’ • This article contains major spoilers for The Drama The father of a child murdered in the Columbine school shootings has expressed his unhappiness at the film-makers behind forthcoming movie The Drama. The film, which is written and directed ...
Disquiet aired over the subject matter of film about a couple whose engagement is upended after they reveal to each other ‘the worst thing you’ve ever done’ • This article contains major spoilers for The Drama The father of a child murdered in the Columbine school shootings has expressed his unhappiness at the film-makers behind forthcoming movie The Drama. The film, which is written and directed by Norwegian director Kristoffer Borgli, is a dark romantic comedy starring Robert Pattinson and Zendaya as a couple whose upcoming wedding is cast in doubt after she reveals that she once planned a school shooting, but backed out at the last moment. Continue reading...
Nikada Energy markets have surged in recent weeks as geopolitical tensions involving Iran, Israel, and the United States intensified, driving a sharp rally in oil prices and lifting shares of major energy producers. In contrast, growth-oriented technology stocks have faced renewed pressure, reflecting a shift in investor positioning toward sectors perceived as more resilient during periods of geop...
Nikada Energy markets have surged in recent weeks as geopolitical tensions involving Iran, Israel, and the United States intensified, driving a sharp rally in oil prices and lifting shares of major energy producers. In contrast, growth-oriented technology stocks have faced renewed pressure, reflecting a shift in investor positioning toward sectors perceived as more resilient during periods of geopolitical instability and commodity inflation. This divergence is clearly illustrated by the performance and valuation of Exxon Mobil ( XOM ) and Nvidia ( NVDA ). Exxon Mobil has benefited from higher crude prices, with investors increasingly pricing in sustained earnings strength across the energy complex. Meanwhile, Nvidia—long a leader in the artificial intelligence driven market rally—has seen its momentum moderate as capital rotates away from high-growth equities. Notably, Exxon Mobil’s 12-month forward price-to-earnings ratio has risen to 21.4x, slightly exceeding Nvidia’s 21.1x. More broadly, leading U.S. energy companies now trade at an average forward multiple near 20.0x, approaching the S&P 500’s 20.7x. The convergence in valuations underscores a significant market shift, as energy equities—historically discounted—move closer in line with the broader index amid heightened geopolitical risk and elevated commodity prices. Energy ETFs: ( XLE ), ( VDE ), ( XOP ), ( OIH ), ( AMLP ), and ( IXC ). Tech ETFs: ( VGT ), ( XLK ), ( IYW ), ( FTEC ), ( IXN ), and ( RSPT ). More on markets AI boom and an economic bust: Citrini Scenario gains momentum in prediction markets AI now dominates equities, bonds, and venture capital flows, Apollo warns Cantor Fitzgerald sees the current market pullback as a possible opportunity BNP Paribas raises 2026 inflation outlook as it signals a new 3% era Wells Fargo sees the U.S. economy weathering an oil shock as inflation risks stay contained
bauhaus1000/iStock Unreleased via Getty Images DigitalOcean ( DOCN ) shares had tumbled about 6.5% by early trading on Wednesday after launching a public offering of $800M in common stock to help fund expanding its infrastructure capacity. The offering includes 10.39M shares for total gross proceeds of about $800M, which would be about $77 per share. The Colorado-based cloud infrastructure service...
bauhaus1000/iStock Unreleased via Getty Images DigitalOcean ( DOCN ) shares had tumbled about 6.5% by early trading on Wednesday after launching a public offering of $800M in common stock to help fund expanding its infrastructure capacity. The offering includes 10.39M shares for total gross proceeds of about $800M, which would be about $77 per share. The Colorado-based cloud infrastructure service provider originally intended to offer $700M in shares. D igitalOcean has granted the underwriters a 30-day option to purchase up to an additional 1.56M shares of common stock at the public offering price. DigitalOcean shares have surged 76% year-to-date. "Although dilutive to shares, this is consistent with management's endeavors to pursue growth (against healthy demand) and strengthen the balance sheet/FCF/cash gen trajectory as it reduces debt balance/interest expense while adding visibility to contain near-term net leverage to <3.5x against the upcoming 31MW capacity build (vs. prior expectations of reaching >4x)," said Citi analysts, led by Mark Zhang, in a Wednesday investor note. "All in, the announcement shows flexibility to the growth algorithm, and where the balance of the offering (post-deleveraging) adds scope for ~low-to-mid teens MWs of incremental capacity on the horizon, supporting conviction for sustainable long-term 20%+ CAGR trajectory." Citi maintained its Buy rating and $75 target price on the stock. "While we could see some short-term pressure for shares from the dilution (est. ~9% dilution using 4Q25 basic share count, or ~10% under full exercise of the greenshoe option), we highlight that the announcement importantly noted net proceeds will be used in part to fund additional capacity beyond what has been previously communicated, which should drive growth and estimates higher over time," said Barclays analysts Raimo Lenschow and Sheldon McMeans in a note. Barclays maintained its Overweight rating and $69 price target. DigitalOcean intends to use the n...
Amazon has room to run as it ramps up its compute capacity and deepens its ties with OpenAI, even as investors fret over eye-watering artificial intelligence investments, according to Citi Research. The bank raised its price target on Amazon to $285 per share from $265, implying about 27% upside from Tuesday's close. It also reiterated its buy rating for the stock. "We are raising our AWS projecti...
Amazon has room to run as it ramps up its compute capacity and deepens its ties with OpenAI, even as investors fret over eye-watering artificial intelligence investments, according to Citi Research. The bank raised its price target on Amazon to $285 per share from $265, implying about 27% upside from Tuesday's close. It also reiterated its buy rating for the stock. "We are raising our AWS projections given continued AI demand and our analysis of revenue contributions from Anthropic, OpenAI, and core (non-AI) workloads," analyst Ronald Josey said Wednesday in a note to clients. In late February, Amazon unveiled a strategic partnership with OpenAI that included a pledge to invest up to $50 billion in AI, deepening the connection between the Silicon Valley power player and the owner of ChatGPT. The deal makes Amazon Web Services the exclusive third-party cloud distributor for OpenAI Frontier, an enterprise platform for building, deploying and managing AI agents. The agreement marks one of several multibillion-dollar deals struck over the past few months, as Meta , Oracle , Google , Microsoft , OpenAI and other big names double down on commitments to invest in AI infrastructure. Citi expects AWS revenue growth will rise 28% year-over-year in the first quarter of 2026, and grow 29% in 2026, before accelerating to 37% year-over-year growth in 2027 due to the Anthropic and OpenAi ramp up. AI revenue will likely account for roughly 58% of AWS' estimated incremental revenue in 2026, and could make up 72% of expected revenue in 2027, according to Citi. "We believe AWS can ramp its infrastructure capacity given demand," Josey wrote. "While we acknowledge the concerns around AWS [return on investment], competition, and limited [free cash flow] visibility, given monetization quickly following capacity additions, accelerating revenue growth, and rising [operating income], we believe AWS is increasingly well positioned." AWS is on track to double its compute capacity by 2027, pote...
Tripo AI today announced $50 million in new funding alongside a new generation of 3D model architectures designed to generate production-ready assets directly within native three-dimensional space.
Tripo AI today announced $50 million in new funding alongside a new generation of 3D model architectures designed to generate production-ready assets directly within native three-dimensional space.
deepblue4you/iStock Unreleased via Getty Images In September, I initiated coverage for Mercedes-Benz Group ( MBGAF ) with a hold rating. The stock has lost 2.6% of its value since I initiated coverage underperforming the S&P 500’s gain. However, we note that prior to the war the stock has performed better than expected setting a 52-week high of $72.81 marking a 19% increase to the stock price. So,...
deepblue4you/iStock Unreleased via Getty Images In September, I initiated coverage for Mercedes-Benz Group ( MBGAF ) with a hold rating. The stock has lost 2.6% of its value since I initiated coverage underperforming the S&P 500’s gain. However, we note that prior to the war the stock has performed better than expected setting a 52-week high of $72.81 marking a 19% increase to the stock price. So, while the stock price has been more or less in line with what I expect from a hold rating the performance prior to the war was strong enough for me to carefully review my rating and price targets. Opportunities And Risks For Mercedes-Benz Group The new Mercedes-Benz S-Class. (Mercedes-Benz Group) The current situation in the Middle East is a reason for concern for car makers. A reduction in economic growth may result in sales being lower than previously forecast and given that car makers are highly operationally leveraged, a lower than anticipated sales total has an amplified impact on EBITDA and free cash flow. Mercedes-Benz has some resilience as a manufacturer of luxury cars, but it is definitely not immune. Furthermore, we note that Mercedes-Benz has design trends on interior design that largely follow the trend seen within the industry and those trends are not favored by their usual customer base. The S-Class is an example of that. The S-Class is Mercedes’ flagship luxury and technology leader car positioned in between the ultra-luxury Maybach S-Class and the executive/upper-mid luxury E-Class. The S-Class generally is higher quality with attention for luxury design on the interior. However, on the new S-Class launched earlier this year the interior design is looking more and more like any other car in the sense that more and more screens are part of the interior design. It is something that Mercedes-Benz customers have not been a big fan of at all. Furthermore, we note that technology trickles down faster to the E-Class and exterior lights on the S-Class look a lot l...
Energy Fuels Inc. produced a so-called heavy rare earth element for the first time at its plant in Utah, advancing efforts to build a domestic supply of critical minerals used in electronics and defense technology. The US company said Wednesday it successfully recovered its first kilogram of terbium oxide at the White Mesa Mill as part of a pilot project to scale production at the facility, which ...
Energy Fuels Inc. produced a so-called heavy rare earth element for the first time at its plant in Utah, advancing efforts to build a domestic supply of critical minerals used in electronics and defense technology. The US company said Wednesday it successfully recovered its first kilogram of terbium oxide at the White Mesa Mill as part of a pilot project to scale production at the facility, which predominantly processes uranium. Shares of Energy Fuels gained 4.5% in premarket trading. Terbium — a heavy rare earth element — is essential to building magnets that support consumer electronics, cars and military-grade weaponry. Heavy rare earths are less abundant and typically more valuable than “light” elements such as neodymium-praseodymium. Mining companies like Energy Fuels are pushing to scale production of these metals through facilities in the US as part of the Trump administration ’s effort to create a supply chain that circumvents China . Energy Fuels, which is also the largest uranium producer in the US, recently said it had also produced nearly 30 kilograms of dysprosium, another heavy rare earth element, at the Utah mill. The company aims to expand commercial production of rare earth metals as early as 2027.
KE ZHUANG Brookfield Asset Management ( BAM ) ( BEP ) ( BN ) and Caisse de Depot et Placement du Quebec said Wednesday they agreed to acquire Canadian renewable energy firm Boralex ( BRLXF ) for C$37.25/share in cash, or ~C$9B (US$6.5B) including debt. The share price represents a ~32% premium to Boralex's ( BRLXF ) closing price on March 20, the last full day of trading before reports of a strate...
KE ZHUANG Brookfield Asset Management ( BAM ) ( BEP ) ( BN ) and Caisse de Depot et Placement du Quebec said Wednesday they agreed to acquire Canadian renewable energy firm Boralex ( BRLXF ) for C$37.25/share in cash, or ~C$9B (US$6.5B) including debt. The share price represents a ~32% premium to Boralex's ( BRLXF ) closing price on March 20, the last full day of trading before reports of a strategic review at the company. La Caisse, Boralex's ( BRLXF ) current largest shareholder with ~15% of outstanding common shares, has agreed to invest in the resulting private company, resulting in a pro forma ownership of 30%, and has entered into a voting and support agreement with Brookfield ( BAM ) ( BEP ) ( BN ). A year ago, La Caisse agreed to take private Boralex's ( BRLXF ) biggest local rival, Innergex Renewable Energy, in a deal worth ~C$10B (US$7.3B) including debt. Brookfield ( BAM ) ( BEP ) ( BN ) has been investing in clean energy in recent years, including deals for companies such as French renewables developer Neoen. More on Brookfield Asset Management Brookfield Asset Management: Buy This Compounding Dividend Machine Now Brookfield Asset Management: Ramp Up Your Dividend Growth Brookfield Asset Management: A High-Quality Dividend Growth Machine
baileystock/iStock Editorial via Getty Images Investment Thesis Through sheer ambition and relentless drive, Elon Musk and his firm Tesla, Inc. ( TSLA ) have pioneered the EV market. The initial goal of Tesla was to design and produce vehicles that would be less reliant on the burning of fossil fuel, which would in the long term sustain the transportation industry while also alleviating climate ch...
baileystock/iStock Editorial via Getty Images Investment Thesis Through sheer ambition and relentless drive, Elon Musk and his firm Tesla, Inc. ( TSLA ) have pioneered the EV market. The initial goal of Tesla was to design and produce vehicles that would be less reliant on the burning of fossil fuel, which would in the long term sustain the transportation industry while also alleviating climate change. This mission was loved by people who were pro clean energy technology, as it promised a future that would both preserve nature and innovation. ESG became a major investment category during the 2010s-2018s as governments were setting up policies that would foster more innovation in the clean energy space. Part of the policies that were set up was the tax credit, which made the purchase of EVs more affordable. Tesla was the first company to show that it's possible to produce EVs at a massive scale; bolstering investors' optimism was the introduction of tax credits that made it possible for more consumers to purchase these cars. This created a strong bull case for the stock, and in recent years, it was one of the most outperforming names within the S&P 500, making the list as one of the stocks in the Magnificent 7 bucket. This magnitude of success has of course led to more competitors entering the space to take the share piece of the pie. One of the competitors is BYD ( BYDDF ), a Chinese EV manufacturer that recently surpassed Tesla in EV sales. Instead of Tesla putting more effort into maintaining its strong dominance in this space, the firm is investing dollars in markets that are saturated, well-funded, and have no viable business model. As management remains distracted by these shiny objects (namely, humanoid robots and AI chips), they are losing market share and are failing to deliver on their mission to make all vehicles electric-powered. I'm rating Tesla a strong sell. EVs still make up less than 25% of total car sales, and the need for energy independence (due t...
baileystock/iStock Editorial via Getty Images Investment Thesis Through sheer ambition and relentless drive, Elon Musk and his firm Tesla, Inc. ( TSLA ) have pioneered the EV market. The initial goal of Tesla was to design and produce vehicles that would be less reliant on the burning of fossil fuel, which would in the long term sustain the transportation industry while also alleviating climate ch...
baileystock/iStock Editorial via Getty Images Investment Thesis Through sheer ambition and relentless drive, Elon Musk and his firm Tesla, Inc. ( TSLA ) have pioneered the EV market. The initial goal of Tesla was to design and produce vehicles that would be less reliant on the burning of fossil fuel, which would in the long term sustain the transportation industry while also alleviating climate change. This mission was loved by people who were pro clean energy technology, as it promised a future that would both preserve nature and innovation. ESG became a major investment category during the 2010s-2018s as governments were setting up policies that would foster more innovation in the clean energy space. Part of the policies that were set up was the tax credit, which made the purchase of EVs more affordable. Tesla was the first company to show that it's possible to produce EVs at a massive scale; bolstering investors' optimism was the introduction of tax credits that made it possible for more consumers to purchase these cars. This created a strong bull case for the stock, and in recent years, it was one of the most outperforming names within the S&P 500, making the list as one of the stocks in the Magnificent 7 bucket. This magnitude of success has of course led to more competitors entering the space to take the share piece of the pie. One of the competitors is BYD ( BYDDF ), a Chinese EV manufacturer that recently surpassed Tesla in EV sales. Instead of Tesla putting more effort into maintaining its strong dominance in this space, the firm is investing dollars in markets that are saturated, well-funded, and have no viable business model. As management remains distracted by these shiny objects (namely, humanoid robots and AI chips), they are losing market share and are failing to deliver on their mission to make all vehicles electric-powered. I'm rating Tesla a strong sell. EVs still make up less than 25% of total car sales, and the need for energy independence (due t...
Amprius Technologies ( AMPX ) announced on Wednesday it has secured a purchase order totaling $21M for its SiCore cylindrical cells from a new premier electric mobility customer in China . Amprius cells were chosen for the company’s suite of light electric vehicles, including scooters, three-wheelers, and motorcycles. Amprius’ SiCore cells deliver high-energy density and long cycle life for electr...
Amprius Technologies ( AMPX ) announced on Wednesday it has secured a purchase order totaling $21M for its SiCore cylindrical cells from a new premier electric mobility customer in China . Amprius cells were chosen for the company’s suite of light electric vehicles, including scooters, three-wheelers, and motorcycles. Amprius’ SiCore cells deliver high-energy density and long cycle life for electric mobility applications. The 30 Ah-capacity cells increase energy density by up to 100% compared to conventional graphite-anode cells. Cycle life is rated at more than 2,000 cycles, the company said. AMPX +2.53% premarket to $18.21. Source: Press Release More on Amprius Technologies Amprius Has A Two-Year Window To Become The Incumbent NDAA-Compliant Drone Battery Maker Amprius targets $125M revenue in 2026 while expanding NDAA-compliant battery supply chain Seeking Alpha’s Quant Rating on Amprius Technologies
My top 10 things to watch Wednesday, March 25 1. We're looking at a stronger open on Wall Street this morning, as oil prices are sliding on hopes of a truce between the U.S. and Iran. U.S. benchmark WTI crude is back below $90 a barrel. That's the whole ballgame right now. Even as Iran denies interest in a ceasefire , if oil prices are falling, then it's hard to be negative about stocks. 2. Arm is...
My top 10 things to watch Wednesday, March 25 1. We're looking at a stronger open on Wall Street this morning, as oil prices are sliding on hopes of a truce between the U.S. and Iran. U.S. benchmark WTI crude is back below $90 a barrel. That's the whole ballgame right now. Even as Iran denies interest in a ceasefire , if oil prices are falling, then it's hard to be negative about stocks. 2. Arm is seeing incredible demand for its first in-house chip, known as the AGI CPU. Billed as a chip for AI agents. Arm is now designing the processor itself, not just licensing its instruction sets to other customers. Raymond James upgraded the stock to buy from hold. Citi analysts said its forecast of $15 billion in revenue by 2031 exceeds all expectations. Shares are up 12% this morning. In sync with Nvidia's GPUs. 3. OpenAI has raised an additional $10 billion from investors, bringing its total haul in this record fundraising round to north of $120 billion, CFO Sarah Friar told me on "Mad Money" last night. The ChatGPT creator secured institutional money from the likes of Andreessen Horowitz, D.E. Shaw Ventures, MGX. Notably, longtime partner Microsoft is also part of this $10 billion tranche. 4. Friar didn't offer a clear timeline when I asked her about plans for a potential IPO, but she acknowledged OpenAI is "starting to build that outcome." She said her goal is making sure the startup is ready for public markets. Shutting down video generator Sora may be part of that. Sticking with blockbuster IPOs: Elon Musk's SpaceX may file its prospectus with the SEC later this week or next, The Information reported . 5. UBS cut Microsoft's price target to $510 from $600, citing investor concerns around its software business. Yesterday, we got two pieces of bullish research on Microsoft (from Bank of America and Citi) and yet the frustrating stock failed to rally, falling 2.7%. Too many worries about Copilot. I worry that OpenAI is a huge part of Microsoft's Azure numbers and that the ...