USA Rare Earth (NASDAQ: USAR) shares declined by 9.6% this week. The move comes a week after it released its first-quarter earnings report. The decline is probably due to a "sell on the news" trading mentality. In addition, the earnings report reminds investors that USA Rare Earth is a loss-making company that, according to data from S&P Global Market Intelligence, Wall Street analysts don't expec...
USA Rare Earth (NASDAQ: USAR) shares declined by 9.6% this week. The move comes a week after it released its first-quarter earnings report. The decline is probably due to a "sell on the news" trading mentality. In addition, the earnings report reminds investors that USA Rare Earth is a loss-making company that, according to data from S&P Global Market Intelligence, Wall Street analysts don't expect to generate earnings before 2028 or cash flow before 2029. To put recent events into context, USA Rare Earth stock soared by 72% in April as the company made real progress in derisking its mine-to-magnet strategy. As a reminder, the company plans to produce metals and magnets before commissioning its Round Top mine in 2028. It's a somewhat back-to-front strategy that puts pressure on the company to ensure a supply of non-China-sourced raw materials before Round Top begins operations. The good news from April was that the company entered into a partnership that secured the right to rare-earth materials, as well as a $2.8 billion agreement to acquire Brazil's Serra Verde Group, the owner of a rare-earth mine and processing plant in that country. Continue reading
Updates from around the grounds on day three Sign up for The Spin | Email Tanya or post below the line A very happy Ben Aitchison , having a match to remember: “It was great fun. I’ve just said to Wayne, we were having a laugh out there and really enjoying ourselves. That’s what makes it so much easier when you’ve got someone at the other end who it is a joy batting with. There were balls out ther...
Updates from around the grounds on day three Sign up for The Spin | Email Tanya or post below the line A very happy Ben Aitchison , having a match to remember: “It was great fun. I’ve just said to Wayne, we were having a laugh out there and really enjoying ourselves. That’s what makes it so much easier when you’ve got someone at the other end who it is a joy batting with. There were balls out there that were doing all sorts and we couldn’t get near to them, so you just had to laugh it off and then go again. “I nearly didn’t go out as second nightwatchman last night because I got told at the last second to get my pads on and I was almost not ready. So it could have all been very different. I definitely didn’t think that (a hundred) was going to happen this morning, but obviously very happy. Continue reading...
Is retirement on your near-term radar? If so, congratulations! We all deserve our post-career "me time." If you do intend to retire in the year ahead, however, there are certain things you'll want to start doing now, particularly with your retirement savings. Your financial picture will look considerably different once your work-based wages stop. But you want to take your time reshaping your portf...
Is retirement on your near-term radar? If so, congratulations! We all deserve our post-career "me time." If you do intend to retire in the year ahead, however, there are certain things you'll want to start doing now, particularly with your retirement savings. Your financial picture will look considerably different once your work-based wages stop. But you want to take your time reshaping your portfolio now, on your terms, rather than be forced to quickly reshape it on the market's or the economy's terms when the time comes. To this end, here's what to do with your savings right now if you're going to retire at some point in 2027. Continue reading
Many Americans aren't saving enough for retirement. That's especially true for millions of gig workers, independent contractors, self-employed workers, and employees at small businesses who don't have access to employer-sponsored 401(k) plans or pensions. However, a partial solution to this problem is on the way. A new federal website called TrumpIRA.gov will launch in 2027 with a new twist on ret...
Many Americans aren't saving enough for retirement. That's especially true for millions of gig workers, independent contractors, self-employed workers, and employees at small businesses who don't have access to employer-sponsored 401(k) plans or pensions. However, a partial solution to this problem is on the way. A new federal website called TrumpIRA.gov will launch in 2027 with a new twist on retirement savings. Here's what it means for workers without a 401(k). Image source: Getty Images. Continue reading
sankai/E+ via Getty Images Investment Thesis Nebius Group ( NBIS ) is one of the companies rightly regarded as a star in the AI infrastructure sector. With the market currently in the midst of a "perfect storm," a shortage of computing power is driving up the potential value of companies that supply chips and gigawatts of electricity to hyperscalers. NBIS’s Q1 2026 earnings report demonstrates tha...
sankai/E+ via Getty Images Investment Thesis Nebius Group ( NBIS ) is one of the companies rightly regarded as a star in the AI infrastructure sector. With the market currently in the midst of a "perfect storm," a shortage of computing power is driving up the potential value of companies that supply chips and gigawatts of electricity to hyperscalers. NBIS’s Q1 2026 earnings report demonstrates that the company is evolving into a comprehensive player in computing and cloud services. Parallel to this, it is scaling up by increasing CapEx in computing and electricity. A forward P/E ratio analysis reveals a median discount relative to other competitors, further enhancing NBIS’s investment appeal. In spite of the stock’s abnormally high volatility, my "Buy" recommendation remains unchanged. In the end of this article, will I try to answer the question of whether it is worth buying NBIS now, even though the entry price is lower? Competitive Advantages of NBIS’s Business Strategy NBIS's business strategy is primarily focused on working with hyperscalers, supplying them with computing power and cloud infrastructure. The demand for such services is growing, confirmed by changes in the rental prices of Nvidia ( NVDA ) GPUs. Based on the latest data , rentals have increased by 40% over the past 6 months, where the most notable thing is that this price increase applies not only to new models but also to older GPUs. Ultimately, the Nebius economic moat is built on access to GPUs and the power supply for them, but there is a shortage of both in the market. This means that in 2026, Nebius will sign new contracts that not only guarantee future cash flows but also enable the company to finance new projects. The largest contracts include a $17.4 billion agreement with Microsoft ( MSFT ), which will use the company's computing power to power Azure . What's more, Nebius is capable of becoming an independent AI player through the development of its own Toloka AI project, providing data ...
Dana White announces McGregor’s return for UFC329 Controversial Irishman has not fought since 2021 The former two-weight mixed martial arts world champion Conor McGregor will make his return to the UFC octagon on 11 July in Las Vegas, UFC president Dana White has announced. The Irishman, who has not fought since breaking his leg against Dustin Poirier in July 2021, will face Hawaii’s Max Holloway ...
Dana White announces McGregor’s return for UFC329 Controversial Irishman has not fought since 2021 The former two-weight mixed martial arts world champion Conor McGregor will make his return to the UFC octagon on 11 July in Las Vegas, UFC president Dana White has announced. The Irishman, who has not fought since breaking his leg against Dustin Poirier in July 2021, will face Hawaii’s Max Holloway in the main event at UFC 329 in the T-Mobile Arena in Las Vegas, with the contest taking place at lightweight/welterweight. Continue reading...