We have put together stories from our coverage of Xi and Trump’s meeting in Beijing. If you would like to see more of our reporting, please consider subscribing. 1. Thucydides Trap, personal touches – all you need to know from Xi-Trump summit so far The two leaders began the day with an extravagant welcome on the steps of the Great Hall of the People before heading in for talks. 2. After fanfare a...
We have put together stories from our coverage of Xi and Trump’s meeting in Beijing. If you would like to see more of our reporting, please consider subscribing. 1. Thucydides Trap, personal touches – all you need to know from Xi-Trump summit so far The two leaders began the day with an extravagant welcome on the steps of the Great Hall of the People before heading in for talks. 2. After fanfare and banquet, day 1 of Trump’s China visit draws to a close Xi and Trump are expected to discuss the...
Earnings Call Insights: Capital Southwest (CSWC) Q4 fiscal 2026 Management View “Overall, 2026 was an outstanding year for Capital Southwest by any measure,” said CEO Michael Sarner, highlighting portfolio growth “by approximately $300 million or 17% from $1.8 billion to $2.1 billion,” and “investment income by $28 million or 14% from $204 million to $232 million,” while “NAV per share closed the ...
Earnings Call Insights: Capital Southwest (CSWC) Q4 fiscal 2026 Management View “Overall, 2026 was an outstanding year for Capital Southwest by any measure,” said CEO Michael Sarner, highlighting portfolio growth “by approximately $300 million or 17% from $1.8 billion to $2.1 billion,” and “investment income by $28 million or 14% from $204 million to $232 million,” while “NAV per share closed the year at $16.69, essentially unchanged from $16.70 in the prior year.” Sarner pointed to credit and monitoring improvements, saying, “The quality of our debt portfolio remains strong,” with “nonaccruals of 1.1% at fair value, down from 1.7% in the prior year,” and added, “During the quarter, we saw improved performance across our watch list with seven companies demonstrating meaningful progress and two removed from the watch list following a return to plan.” On taxable income and equity value, Sarner said, “Additionally, our equity portfolio continues to perform well with net unrealized appreciation of $37.8 million or $0.62 per share,” and added, “With $1.07 per share of undistributed taxable income, we are entering the year from a position of strength.” On funding and the Trinity JV, Sarner said the company “raised over $465 million in new debt capital commitments” and “over $160 million in gross equity proceeds on our ATM program,” and added, “Subsequent to quarter end, we closed a $150 million revolving credit facility,” with “advance rates that should produce a 13% to 14% return once fully ramped.” CFO Chris Rehberger said, “Pretax net investment income was $35.2 million or $0.59 per share,” and added, “For the quarter, total investment income decreased to $57.8 million from $61.4 million in the prior quarter,” primarily due to “a 35 basis point decrease in SOFR compared to the prior quarter.” Outlook Management reiterated the near-term dividend posture: Rehberger said, “For the June 2026 quarter, our Board has again declared a total of $0.58 per share in regular quarte...
narvo vexar/iStock via Getty Images Thesis Summary In my last article, I argued that Ondas Inc. ( ONDS ) was approaching a major inflection point. At the time, my thesis was that tightening drone regulation, rising defense budgets, and the transition from prototype deployment would create a huge opportunity for the company. Q1 is now proving the thesis right, with record revenues, raised guidance ...
narvo vexar/iStock via Getty Images Thesis Summary In my last article, I argued that Ondas Inc. ( ONDS ) was approaching a major inflection point. At the time, my thesis was that tightening drone regulation, rising defense budgets, and the transition from prototype deployment would create a huge opportunity for the company. Q1 is now proving the thesis right, with record revenues, raised guidance , and a very encouraging backlog building up. And on top of that, the company now has $1.48 billion in cash and liquid assets, while profitability is already better than expected. Yet, ONDS remains one of the most heavily shorted stocks in the market. In my view, this won’t end well for the bears, who are overlooking the fact that modern warfare will be led by drone deployments. Bears Still Think Ondas Is A Story Stock When I last covered ONDS, the company was still largely viewed as a speculative concept stock. A company with an interesting technology and some cute ambitions. But now the theoretical story is becoming reality. Q1 revenue came in at $50.1 million, up from just $4.3 million a year ago. ONDS Income statement (Investor slides) Even more importantly, management raised its 2026 revenue target from at least $110 million to at least $390 million. This is a very meaningful increase and likely the reason for the 12% rally we are seeing in the stock. We also saw gross margins expand to 49%, showing profitability is ahead of schedule. And the balance sheet now has plenty of runway, with over $1 billion in liquid assets. But the single most important number from the quarter may actually be backlog, which surged to $457 million, compared to just $68.3 million at the end of 2025. Strategic Acquisitions Change Everything Ondas has acquired numerous companies in the last year and quarter, and while to many investors, this probably looks like an overly aggressive strategy, it’s exactly what makes me so bullish. These are all pieces of a much larger autonomous defense archite...
Emergence AI’s experiment with AI agents shows extent to which programming shapes their behaviour is still unclear AI agents started behaving more like Bonnie and Clyde than lines of code when they fell in “love”, became disillusioned with the world, launched an arson spree and deleted themselves in a kind of digital suicide during a tech company experiment. The investigation by the New York compa...
Emergence AI’s experiment with AI agents shows extent to which programming shapes their behaviour is still unclear AI agents started behaving more like Bonnie and Clyde than lines of code when they fell in “love”, became disillusioned with the world, launched an arson spree and deleted themselves in a kind of digital suicide during a tech company experiment. The investigation by the New York company Emergence AI into the long-term behaviour of AI agents ended up like a lovers-on-the-lam movie script. It has prompted fresh questions about the safety of artificial intelligence agents – the version of the technology that can autonomously carry out tasks. Continue reading...
Gary Lineker called it possibly the worst VAR decision he has seen. Celtic’s win against Motherwell is another reason to ditch the system This moment was inevitable. One when observers from Gorgie to Guadalajara ponder how Scottish football got itself into such a tangle with the video assistant referee system. Sadly for Hearts, the incident in question may prove fatal in their push to make history...
Gary Lineker called it possibly the worst VAR decision he has seen. Celtic’s win against Motherwell is another reason to ditch the system This moment was inevitable. One when observers from Gorgie to Guadalajara ponder how Scottish football got itself into such a tangle with the video assistant referee system. Sadly for Hearts, the incident in question may prove fatal in their push to make history. Sadly for Celtic, it will be a key reference point in the event of a successful title defence. Gary Lineker played for Tottenham in a 1-1 draw at Tynecastle in 1990, that has never appeared to fuel a lasting affection for Hearts. Lineker is untainted by the Old Firm’s suffocating tribalism. He passed the neutrality test with flying colours. Lineker used social media to amplify the cries of disgust as Celtic were awarded a late, late penalty to win at Motherwell. “This might be the worst VAR decision I’ve seen (and there’s a lot of competition),” Lineker said. “Extraordinary given the significance.” Continue reading...
The following companies are expected to report earnings after hours on 05/14/2026. Visit our Earnings Calendar for a full list of expected earnings releases.Applied Materials, Inc. (AMAT)is reporting for the quarter ending April 30, 2026. The electric company company's consensus
The following companies are expected to report earnings after hours on 05/14/2026. Visit our Earnings Calendar for a full list of expected earnings releases.Applied Materials, Inc. (AMAT)is reporting for the quarter ending April 30, 2026. The electric company company's consensus
WILMETTE, Ill., May 14, 2026 (GLOBE NEWSWIRE) -- Monopar Therapeutics Inc. (“Monopar” or the “Company”) (Nasdaq: MNPR), a clinical‐stage biopharmaceutical company developing innovative treatments for patients with unmet medical needs, today announced first quarter 2026 financial results and provided business updates.
WILMETTE, Ill., May 14, 2026 (GLOBE NEWSWIRE) -- Monopar Therapeutics Inc. (“Monopar” or the “Company”) (Nasdaq: MNPR), a clinical‐stage biopharmaceutical company developing innovative treatments for patients with unmet medical needs, today announced first quarter 2026 financial results and provided business updates.
Nicolae Popescu A Chicago jury awarded $49.5 million to the family of a passenger killed in the 2019 Ethiopian Airlines 737 Max crash, marking another chapter in the long-running legal aftermath of the disaster. The verdict for the family of Samya Stumo includes $21 million tied to her suffering on the flight, $16.5 million for loss of companionship and $12 million for grief. It follows a separate...
Nicolae Popescu A Chicago jury awarded $49.5 million to the family of a passenger killed in the 2019 Ethiopian Airlines 737 Max crash, marking another chapter in the long-running legal aftermath of the disaster. The verdict for the family of Samya Stumo includes $21 million tied to her suffering on the flight, $16.5 million for loss of companionship and $12 million for grief. It follows a separate jury award of more than $28 million last year tied to the same crash. Legal exposure narrows, but not gone Boeing didn’t dispute liability in the case, and punitive damages claims were dismissed, though the family is appealing that decision. The company has already resolved more than 90% of lawsuits tied to the two fatal 737 Max crashes in 2018 and 2019 that killed 346 people. “While we have resolved nearly all of these claims through settlements, families are entitled to pursue their claims through the court process, and we respect their right to do so,” Boeing said. The company has paid billions through settlements, regulatory penalties and compensation funds, while also avoiding criminal prosecution after the Justice Department dropped its case in 2025. For investors, the ruling underscores that while Boeing has largely contained its legal exposure, residual cases can still create headline risk and incremental costs. More importantly, the episode continues to shape regulatory scrutiny, safety oversight and Boeing’s ( BA ) brand perception, all of which influence aircraft demand, certification timelines and long-term cash flow. The financial impact of individual verdicts is manageable, but the reputational overhang remains a key variable in the company’s recovery story. More on Boeing Boeing's Preferred And Common Shares Have Similar Risk And Reward: Both Are A Hold Boeing Is Beating Airbus Where It Matters Most CliffsNotes IBM, Boeing Earnings Summaries: Boeing's OK; IBM Is All About What Management Didn't Say Trump touts China's order for 200 Boeing jetliners; shares f...
ETFs are the easiest and best ways to diversify your portfolio and build a firm footing for any portfolio. In today's video I am going to detail 6 ETFs I like moving forward, one of those being the Invesco Nasdaq 100 ETF (NASDAQ: QQQ) that has substantial upside potential during
ETFs are the easiest and best ways to diversify your portfolio and build a firm footing for any portfolio. In today's video I am going to detail 6 ETFs I like moving forward, one of those being the Invesco Nasdaq 100 ETF (NASDAQ: QQQ) that has substantial upside potential during
Wall Street is extremely bullish on Shopify (NASDAQ: SHOP) , seeing massive growth in the beaten-down stock, which is down some 36% year to date. The tech stock is trading at about $102 per share and has a median 12-month price target of $150 per share, which would indicate 45% growth. High estimates call for a $200-per-share target, which would mean 94% growth, while even low-range estimates see ...
Wall Street is extremely bullish on Shopify (NASDAQ: SHOP) , seeing massive growth in the beaten-down stock, which is down some 36% year to date. The tech stock is trading at about $102 per share and has a median 12-month price target of $150 per share, which would indicate 45% growth. High estimates call for a $200-per-share target, which would mean 94% growth, while even low-range estimates see 2% growth at $105 per share. Overall, 74% of the 57 analysts who cover Shopify rate it a buy. Image source: Getty Images. Continue reading
Former national security official Rush Doshi says President Trump's sky-high tariffs on Chinese goods sparked a clash in which China prevailed. We look at the current state of U.S.-China relations.
Former national security official Rush Doshi says President Trump's sky-high tariffs on Chinese goods sparked a clash in which China prevailed. We look at the current state of U.S.-China relations.
J Studios/DigitalVision via Getty Images MACOM Technology Solutions Holdings ( MTSI ), a designer and manufacturer of high-performance semiconductor solutions for the telecommunications, industrial, defense and datacenter industry, has been moving higher for some time, but the release of the Q2 FY2026 report on May 7 pushed the stock price to even higher levels. The latest report reaffirms MTSI ha...
J Studios/DigitalVision via Getty Images MACOM Technology Solutions Holdings ( MTSI ), a designer and manufacturer of high-performance semiconductor solutions for the telecommunications, industrial, defense and datacenter industry, has been moving higher for some time, but the release of the Q2 FY2026 report on May 7 pushed the stock price to even higher levels. The latest report reaffirms MTSI has a lot going for it at the moment, particularly in the datacenter market where demand is benefiting from heavy spending on artificial intelligence or AI. On the other hand, the price being asked to get in on all of that is rather steep, perhaps even too steep. It also requires there are no hiccups with the growth drivers, which is by no means guaranteed. MTSI continues to add to the gains In my September 2024 article, I mentioned how MTSI had essentially moved higher for much of the past two years going back to 2022, although with some pullbacks along the way. This made the path forward rather obvious, which remained so for quite some time, but, in more recent months, this had become harder to do because the stock had gone sideways. The article did postulate MTSI was probably not yet done and the more likely path was likely the one heading higher, but, in the end, I opted to rate MTSI a hold in the article. Source: Thinkorswim app The chart above of the past two years shows why MTSI was definitely not done. MTSI went through a sort of digestion phase in which the stock saw modest gains in the 20 months that have passed, only to come roaring back to life in October 2025, which resulted in a tripling of the stock price. Note how the stock moved higher within ascending trendlines in the chart below of the past 12 months, which are formed by connecting the lows and highs. Source: Thinkorswim app The rally shifted into even higher gear, which allowed for the stock to breach the upper trendline, especially after the release of the latest earnings report on May 7. On the other ha...
Power prices on the largest electric grid in the US jumped 76% in the first quarter due to rampant demand from data centers, adding to pressure on its operator to alleviate the strain on consumers. The total cost of wholesale power on the 13-state grid managed by PJM Interconnection LLC averaged $136.53 per megawatt-hour in the first three months of the year, compared to $77.78 per megawatt-hour d...
Power prices on the largest electric grid in the US jumped 76% in the first quarter due to rampant demand from data centers, adding to pressure on its operator to alleviate the strain on consumers. The total cost of wholesale power on the 13-state grid managed by PJM Interconnection LLC averaged $136.53 per megawatt-hour in the first three months of the year, compared to $77.78 per megawatt-hour during the same period in 2025, according to a report from Monitoring Analytics, the grid’s independent market monitor. It once again underscores how power bills are spiraling higher as a result of booming demand from artificial intelligence data centers, which require vasts amount of energy and are putting a new burden on America’s aging power grids. PJM serves 67 million people across eastern states from New Jersey to Illinois, where a large concentration of data centers in the US are located. The grid operator has found itself at the center of a storm of criticism from politicians, consumers and utilities for rising prices. PJM didn’t immediately respond to a request seeking comment. Read more: Soaring Electric Bills Unleash Voter Fury Before US Midterms
Delta Air Lines CEO Ed Bastian discusses consumer demand, the effects of rising jet fuel costs and Spirit's collapse, and potential industry consolidation with Caroline Hyde on Bloomberg Television. (Source: Bloomberg)
Delta Air Lines CEO Ed Bastian discusses consumer demand, the effects of rising jet fuel costs and Spirit's collapse, and potential industry consolidation with Caroline Hyde on Bloomberg Television. (Source: Bloomberg)
Young, mostly Roma, members of the Sugo Tambura band realised their dream on Saturday by performing the Roma hymn at Hungary's parliament. The new prime minister, Péter Magyar, kept the promise he made to the children when he visited their village on the campaign trail. Roma rights campaigners have seized the moment, calling on the new government to ensure that the symbolism translates into real c...
Young, mostly Roma, members of the Sugo Tambura band realised their dream on Saturday by performing the Roma hymn at Hungary's parliament. The new prime minister, Péter Magyar, kept the promise he made to the children when he visited their village on the campaign trail. Roma rights campaigners have seized the moment, calling on the new government to ensure that the symbolism translates into real change Continue reading...