NovaGold Resources press release ( NG ): Q1 GAAP EPS of -$0.04 misses by $0.01 . Shares +4% PM. More on NovaGold Resources Inc. NovaGold Moves Towards Bankable Feasibility Study For Donlin Amidst Soaring Gold NovaGold Resources Inc. (NG:CA) Q4 2025 Earnings Call Transcript NovaGold Resources FY 2025 Earnings Preview Historical earnings data for NovaGold Resources Inc. Financial information for Nov...
NovaGold Resources press release ( NG ): Q1 GAAP EPS of -$0.04 misses by $0.01 . Shares +4% PM. More on NovaGold Resources Inc. NovaGold Moves Towards Bankable Feasibility Study For Donlin Amidst Soaring Gold NovaGold Resources Inc. (NG:CA) Q4 2025 Earnings Call Transcript NovaGold Resources FY 2025 Earnings Preview Historical earnings data for NovaGold Resources Inc. Financial information for NovaGold Resources Inc.
hapabapa/iStock Editorial via Getty Images Summary I gave a hold rating to adidas ( ADDYY ) back in Dec. '24. I was worried that ADDYY may continue to miss guidance despite the positive indicators seen. I am upgrading to a buy today, as the business has now recovered enough for me to turn bullish. Growth is broader, North America is no longer a drag, and the product quality/breadth looks much heal...
hapabapa/iStock Editorial via Getty Images Summary I gave a hold rating to adidas ( ADDYY ) back in Dec. '24. I was worried that ADDYY may continue to miss guidance despite the positive indicators seen. I am upgrading to a buy today, as the business has now recovered enough for me to turn bullish. Growth is broader, North America is no longer a drag, and the product quality/breadth looks much healthier than before. While 2026 EBIT may look weak because of tariff and FX headwinds, I think those issues are external. The more important point is that the underlying demand and brand momentum still look strong. Business has recovered After monitoring ADDYY for more than a year, I believe I have seen enough evidence that this business has recovered. For perspective, in FY2025 , ADDYY reported EUR24.8 billion in revenue, with the adidas brand revenue growing 13% y/y on an FX-neutral (FXN) basis; gross margin also expanded to 51.6%, and EBIT grew significantly, by 54% y/y, to ~EUR2.06 billion. This gets even better when you consider that 2025 had no Yeezy revenue contribution, while 2024 had ~EUR650 million of Yeezy sales and around EUR200 million of operating profit from Yeezy. Even if we look at the Q4 numbers, adidas brand revenue grew 11% y/y FXN, and EBIT more than doubled to EUR164 million. Aside from the headline numbers, the quality of this growth has turned a lot stronger too. Growth was evident across all key segments: footwear grew 12%, apparel grew 15%, and performance grew 15%. The momentum exited the year in a strong manner wherein, in Q4, apparel grew 20%, performance grew 27%, and running within footwear grew >35%. As for comfort and lifestyle running, I would think this is going to start contributing to growth as well. It was nice to hear management acknowledging that other brands had recently been more dominant there and that ADDYY did not have the right silhouettes. This is a good start because it shows that ADDYY is aware of the opportunity and where the ...
Mesut Dogan/iStock Editorial via Getty Images Introduction Even though Oracle Corporation ( ORCL ) has been selling off at the end of 2025, it did not stop the stock of this company from falling another 25% in 2026, bringing it to a level of over 50% lower than it was at its highs. To be fair, the level of the highs was an exaggerated, nearly euphoric reaction to the market to the AI, and this ral...
Mesut Dogan/iStock Editorial via Getty Images Introduction Even though Oracle Corporation ( ORCL ) has been selling off at the end of 2025, it did not stop the stock of this company from falling another 25% in 2026, bringing it to a level of over 50% lower than it was at its highs. To be fair, the level of the highs was an exaggerated, nearly euphoric reaction to the market to the AI, and this rally was supported only by the growing RPOs (remaining performance obligations) of doubtful quality. Data by YCharts Today, the company still chases that growth, but in order to lock it in, Oracle has to build the capacity first, investing billions of dollars into it. Unlike most of the other hyperscalers, which already had the capacity to sell and did not sign such large contracts with OpenAI, Oracle is in an especially risky position. To cover the $50 billion budgeted for this year’s CapEx, the company will have to leverage itself even further. To minimize the damage, the company said it would make major layoffs, and this is the second hyperscaler, after Amazon ( AMZN ), that will be using this method to partially offset infrastructure buildout costs. Today, I’ll discuss this decision, what it can mean for the main business of the company, the future, and the latest quarter’s results. Employees Layoffs Here is what happened: Oracle started laying off employees on Tuesday to drive down costs to support its artificial intelligence infrastructure buildout, according to Business Insider. The number of employees being laid off is publicly unknown, but it appears to affect Oracle workers around the globe, the report said. Oracle sent out an email on Tuesday, which was obtained by Business Insider, to its affected employees. “We are sharing some difficult news regarding your position,” the email read. “After careful consideration of Oracle's current business needs, we have made the decision to eliminate your role as part of a broader organizational change. As a result, today is yo...
Mesut Dogan/iStock Editorial via Getty Images Introduction Even though Oracle Corporation ( ORCL ) has been selling off at the end of 2025, it did not stop the stock of this company from falling another 25% in 2026, bringing it to a level of over 50% lower than it was at its highs. To be fair, the level of the highs was an exaggerated, nearly euphoric reaction to the market to the AI, and this ral...
Mesut Dogan/iStock Editorial via Getty Images Introduction Even though Oracle Corporation ( ORCL ) has been selling off at the end of 2025, it did not stop the stock of this company from falling another 25% in 2026, bringing it to a level of over 50% lower than it was at its highs. To be fair, the level of the highs was an exaggerated, nearly euphoric reaction to the market to the AI, and this rally was supported only by the growing RPOs (remaining performance obligations) of doubtful quality. Data by YCharts Today, the company still chases that growth, but in order to lock it in, Oracle has to build the capacity first, investing billions of dollars into it. Unlike most of the other hyperscalers, which already had the capacity to sell and did not sign such large contracts with OpenAI, Oracle is in an especially risky position. To cover the $50 billion budgeted for this year’s CapEx, the company will have to leverage itself even further. To minimize the damage, the company said it would make major layoffs, and this is the second hyperscaler, after Amazon ( AMZN ), that will be using this method to partially offset infrastructure buildout costs. Today, I’ll discuss this decision, what it can mean for the main business of the company, the future, and the latest quarter’s results. Employees Layoffs Here is what happened: Oracle started laying off employees on Tuesday to drive down costs to support its artificial intelligence infrastructure buildout, according to Business Insider. The number of employees being laid off is publicly unknown, but it appears to affect Oracle workers around the globe, the report said. Oracle sent out an email on Tuesday, which was obtained by Business Insider, to its affected employees. “We are sharing some difficult news regarding your position,” the email read. “After careful consideration of Oracle's current business needs, we have made the decision to eliminate your role as part of a broader organizational change. As a result, today is yo...
natatravel/iStock via Getty Images Standard Lithium Ltd. ( SLI ) is a pre-commercial lithium developer, aiming to be a future domestic supplier of battery-grade lithium in the US. The company works in the Smackover Lithium joint venture (JV) with Equinor ( EQNR ). Their most advanced site is the South West Arkansas (SWA) project, which is expected to be in production in 2029. Additionally, the JV ...
natatravel/iStock via Getty Images Standard Lithium Ltd. ( SLI ) is a pre-commercial lithium developer, aiming to be a future domestic supplier of battery-grade lithium in the US. The company works in the Smackover Lithium joint venture (JV) with Equinor ( EQNR ). Their most advanced site is the South West Arkansas (SWA) project, which is expected to be in production in 2029. Additionally, the JV has a broader East Texas platform with the Franklin Project, which is progressing toward a prefeasibility study. And recently, SLI’s JV signed an agreement with Trafigura to sell 8,000 metric tonnes per year of battery-grade lithium carbonate for 10 years. However, I think that SLI’s current valuation seems to be mostly pricing in these positive developments already, which is why I’m neutral on the shares at these levels. Strategic Lithium Ambitions Standard Lithium Ltd. (SLI) is a pre-commercial lithium development company. They’re currently working on kick-starting their production capacity for lithium-brine assets in the US. SLI was founded back in 1998, and it’s now headquartered in Vancouver, British Columbia, Canada, with operational offices in El Dorado, Arkansas. They recently reported updated quarterly results, which is why I thought it was worthwhile reviewing their prospects. Source: Management Presentation. March 2026. As a quick overview, SLI positions itself as a future domestic lithium supplier that produces this mineral with a sustainable approach (i.e., “green”) and at a competitive cost. The company plans to reach commercial production using direct lithium extraction (DLE) technology, leveraging its quality assets in Arkansas and Texas. The company operates a demonstration plant at the LANXESS South Plant near El Dorado, Arkansas. In this plant, the company has so far processed about 40 million gallons of brine and completed more than 12,000 DLE cycles. However, SLI’s flagship asset is the South West Arkansas ( SWA ) Project. This is a greenfield project d...
Elon Musk denied reports that SpaceX is excluding Robinhood Markets and SoFi Technologies from its initial public offering, calling them "false." However, the speculation highlighted a deeper truth: retail platforms are already integral to Tesla’s trading. These reports are false— Elon Musk (@elonmusk) March 31, 2026 Don't Miss: Some of the biggest financial mistakes come from going it alone—this ...
Elon Musk denied reports that SpaceX is excluding Robinhood Markets and SoFi Technologies from its initial public offering, calling them "false." However, the speculation highlighted a deeper truth: retail platforms are already integral to Tesla’s trading. These reports are false— Elon Musk (@elonmusk) March 31, 2026 Don't Miss: Some of the biggest financial mistakes come from going it alone—this short quiz connects you with a vetted advisor who can offer a second opinion on your strategy Explor
Mangione’s request for postponement relates to his New York state case in the killing of UnitedHealthcare’s CEO Sign up for the Breaking News US email to get newsletter alerts in your inbox Luigi Mangione is expected to appear before a Manhattan federal court judge on Wednesday morning in an effort to postpone his highly anticipated 8 September federal trial on charges of killing a top healthcare ...
Mangione’s request for postponement relates to his New York state case in the killing of UnitedHealthcare’s CEO Sign up for the Breaking News US email to get newsletter alerts in your inbox Luigi Mangione is expected to appear before a Manhattan federal court judge on Wednesday morning in an effort to postpone his highly anticipated 8 September federal trial on charges of killing a top healthcare executive on a Manhattan street. Mangione’s request for postponement relates to his New York state-level case in the killing of the UnitedHealthcare CEO Brian Thompson . The accused murderer’s Manhattan supreme court trial is scheduled for 8 June . Continue reading...
This hearty, slow-cooked soup is a celebration of all things Welsh, and its versatility makes it a year-round favourite Cawl is Wales’ gift to the world of thrifty, slow-cooked broths and, like all great peasant dishes, it’s seasonal, versatile and immensely practical. A few years ago, Food & Drink Wales invited me to create two food sustainability toolkits , one for hospitality and one for the pu...
This hearty, slow-cooked soup is a celebration of all things Welsh, and its versatility makes it a year-round favourite Cawl is Wales’ gift to the world of thrifty, slow-cooked broths and, like all great peasant dishes, it’s seasonal, versatile and immensely practical. A few years ago, Food & Drink Wales invited me to create two food sustainability toolkits , one for hospitality and one for the public, with both celebrating Welsh produce and recipes. This led me to explore Wales’ national dishes and discover cawl (or lobscows, the northern Welsh name for the dish) properly for the first time. Inspired by Welsh culinary legends Dudley Newbery and Tomos Parry’s recipes , it’s the perfect way to turn lamb leftovers, or even just a bone, into a hearty meal. Continue reading...
The more than 100 bat species living in the Mozambican reserve’s labyrinth of caves play a key role in maintaining a fragile ecosysytem that benefits wildlife and people • Words and photographs by Kang-Chun Cheng After wriggling gingerly into a damp, cool cave, Raúl da Silva Armando Chomela waits for his eyes to adjust. Donning latex gloves, a helmet fitted with a headlamp, and a mask to protect h...
The more than 100 bat species living in the Mozambican reserve’s labyrinth of caves play a key role in maintaining a fragile ecosysytem that benefits wildlife and people • Words and photographs by Kang-Chun Cheng After wriggling gingerly into a damp, cool cave, Raúl da Silva Armando Chomela waits for his eyes to adjust. Donning latex gloves, a helmet fitted with a headlamp, and a mask to protect his lungs from fine particles and bacteria, the molecular biologist from the Mozambican port city of Beira gazes into the shadowy recesses for signs of bats. He has spent two years in these claustrophobic spaces studying the winged mammals and their excrement. “Guano is far more than just bat droppings,” he says. “If I had to describe it in one word, I’d say ‘ecosystem’.” Continue reading...
The head of Hong Kong’s government investment agency has been appointed as a director of a global organisation that brings together leading firms and investors, marking the first time a Chinese sovereign wealth fund has held a seat on the board. FCLTGlobal announced on Wednesday that Clara Chan Ka-chai, CEO of the Hong Kong Investment Corporation (HKIC), had become one of the 19 directors on its b...
The head of Hong Kong’s government investment agency has been appointed as a director of a global organisation that brings together leading firms and investors, marking the first time a Chinese sovereign wealth fund has held a seat on the board. FCLTGlobal announced on Wednesday that Clara Chan Ka-chai, CEO of the Hong Kong Investment Corporation (HKIC), had become one of the 19 directors on its board. “Clara brings deep experience and thoughtful leadership that will strengthen our work to...