Critics warn that respect for rule of law could break down as executive branch flouts judicial decisions When a federal judge shot down a Trump administration policy of holding immigrants without bond last December, it seemed like a serious blow to the US president’s mass deportation effort. Instead, a top justice department official insisted the ruling wasn’t binding, and the administration conti...
Critics warn that respect for rule of law could break down as executive branch flouts judicial decisions When a federal judge shot down a Trump administration policy of holding immigrants without bond last December, it seemed like a serious blow to the US president’s mass deportation effort. Instead, a top justice department official insisted the ruling wasn’t binding, and the administration continued denying detainees around the country a chance for release. Continue reading...
Narges Mohammadi, an Iranian activist and 2023 Nobel Peace Prize laureate, was hospitalized after collapsing in prison. Her family says her condition has deteriorated since a March heart attack. (Image credit: Rune Hellestad)
Narges Mohammadi, an Iranian activist and 2023 Nobel Peace Prize laureate, was hospitalized after collapsing in prison. Her family says her condition has deteriorated since a March heart attack. (Image credit: Rune Hellestad)
PM says there are instances in which he would support bans but organisers say this would ‘strike at root of free speech’ Organisers of pro-Palestine marches have said Keir Starmer’s threat to ban some demonstrations opposing Israel’s actions in the Middle East will “strike at the root of free assembly and free speech” in the UK. On Saturday morning, the prime minister told BBC Radio 4’s Today prog...
PM says there are instances in which he would support bans but organisers say this would ‘strike at root of free speech’ Organisers of pro-Palestine marches have said Keir Starmer’s threat to ban some demonstrations opposing Israel’s actions in the Middle East will “strike at the root of free assembly and free speech” in the UK. On Saturday morning, the prime minister told BBC Radio 4’s Today programme that “there are instances” in which he would support stopping some pro-Palestine protests altogether. Continue reading...
️ F1 qualifying updates from 9pm BST ️ N orris takes Miami sprint pole | Mail Philip Button, who has a world title, confident that George Russell will be competitive come main qualifying as the Mercedes driver pursues a championship of his own. The heat is on in Miami. Drivers kept as cool as they can be by umbrellas as the cars receive their last touches. Jenson Button probably quite happy to not...
️ F1 qualifying updates from 9pm BST ️ N orris takes Miami sprint pole | Mail Philip Button, who has a world title, confident that George Russell will be competitive come main qualifying as the Mercedes driver pursues a championship of his own. The heat is on in Miami. Drivers kept as cool as they can be by umbrellas as the cars receive their last touches. Jenson Button probably quite happy to not be wearing a race suit. Continue reading...
现场股东提问 AI 时代人类判断的不可替代性，以及伯克希尔依托人工判断构建的竞争优势。伯克希尔保险业务负责人阿吉特回应称，行业扎堆拥抱 AI，在风险预测、常规运营、降本增效上具备一定价值，但在保险核保、理赔权衡等关键核心环节，AI 尚未达到可完全替代人类的成熟度，短期内难以胜任复杂决策。未来数年仍需持续观察技术迭代进度，核心风控、理赔裁定、重大风险甄别仍依赖专业人员经验与独立判断。伯克希尔坚持把 ...
现场股东提问 AI 时代人类判断的不可替代性，以及伯克希尔依托人工判断构建的竞争优势。伯克希尔保险业务负责人阿吉特回应称，行业扎堆拥抱 AI，在风险预测、常规运营、降本增效上具备一定价值，但在保险核保、理赔权衡等关键核心环节，AI 尚未达到可完全替代人类的成熟度，短期内难以胜任复杂决策。未来数年仍需持续观察技术迭代进度，核心风控、理赔裁定、重大风险甄别仍依赖专业人员经验与独立判断。伯克希尔坚持把 AI 作为辅助工具，坚守人工终审原则，以人脑专业判断筑牢风控底线，形成区别于同行的稳健竞争优势。
In just the last three months, shares of Dell Technologies (NYSE: DELL) have surged 75% as the market recognizes the momentum in server demand. It's a bullish signal for the rest of the artificial intelligence (AI) supply chain. Dell's rise could be a good omen for other data center suppliers that haven't yet broken new highs. For investors looking at other stocks that the market hasn't yet recogn...
In just the last three months, shares of Dell Technologies (NYSE: DELL) have surged 75% as the market recognizes the momentum in server demand. It's a bullish signal for the rest of the artificial intelligence (AI) supply chain. Dell's rise could be a good omen for other data center suppliers that haven't yet broken new highs. For investors looking at other stocks that the market hasn't yet recognized, here's why I think Super Micro Computer (NASDAQ: SMCI) and Iren (Iris Energy) (NASDAQ: IREN) could be ripe for a breakout. Image source: The Motley Fool. Continue reading
Exxon Mobil Corp. and Chevron Corp. posted stronger-than-expected earnings for the first quarter as higher oil and natural gas prices outweighed production outages from the Iran war. Bloomberg Opinion Energy and Commodities Columnist joins David Gura and Christina Ruffini on Bloomberg This Weekend to discuss. (Source: Bloomberg)
Exxon Mobil Corp. and Chevron Corp. posted stronger-than-expected earnings for the first quarter as higher oil and natural gas prices outweighed production outages from the Iran war. Bloomberg Opinion Energy and Commodities Columnist joins David Gura and Christina Ruffini on Bloomberg This Weekend to discuss. (Source: Bloomberg)
Mark Cuban isn't grading for style points—he's grading for impact. The billionaire co-founder of Cost Plus Drugs revisited TrumpRx and made clear what matters most: if it pressures the right players, it's working. From "B" To ‘A-' — Why The...
Mark Cuban isn't grading for style points—he's grading for impact. The billionaire co-founder of Cost Plus Drugs revisited TrumpRx and made clear what matters most: if it pressures the right players, it's working. From "B" To ‘A-' — Why The...
Baris-Ozer/iStock via Getty Images Investment Thesis Two core observations stood out to me from Alphabet’s ( GOOG ) Q1 CY26 earnings report last week. First, the search giant’s growth engine is firing on all cylinders. Its traditional search business delivered its strongest quarterly growth since ‘22. More importantly, Alphabet’s Google Cloud business reported its fastest pace of quarterly growth ...
Baris-Ozer/iStock via Getty Images Investment Thesis Two core observations stood out to me from Alphabet’s ( GOOG ) Q1 CY26 earnings report last week. First, the search giant’s growth engine is firing on all cylinders. Its traditional search business delivered its strongest quarterly growth since ‘22. More importantly, Alphabet’s Google Cloud business reported its fastest pace of quarterly growth yet, growing 63% y/y. Google’s multi-product push for the enterprise AI market has put the entire 'OpenAI complex,' a group stocks that regularly do business with the frontier AI startup, on high alert, more than ever. Second, what struck me the most was management’s fractional increase in capex for CY26. This implies Alphabet likely has all the capital investments it needs this year to sink its competitive teeth deeper into the OpenAI complex’s enterprise market share. That’s vastly different from the meaningful capex upgrades most hyperscaler peers guided towards last week. I now believe Alphabet’s Google has plenty of multi-dimensional growth surprises that will further cause pain for the entire OpenAI complex, and I am adopting a bullish view on Alphabet’s road ahead. Google Cloud: The Bane Of OpenAI Complex’s Growth Crisis Last week, I said that Alphabet was “pivoting aggressively” towards the enterprise AI market after noticing a trail of strong product roadmap clues in its Google CloudNext conference from a couple of weeks ago. If you missed those updates, this excerpt from Thomas Kurian , Google Cloud CEO, comprehensively sums up Google Cloud’s entire multi-dimensional, multi-product strategy to win more share in the enterprise AI market: You [enterprises] need a unified stack, with “chips that are designed for models, models that are grounded in your data, agents and applications that are built with those models,” and the whole thing “secured by the infrastructure.” While I was neutral on my views on Alphabet as of last week, I did say I will be watching Alphabet’s...
Baris-Ozer/iStock via Getty Images Investment Thesis Two core observations stood out to me from Alphabet’s ( GOOG ) Q1 CY26 earnings report last week. First, the search giant’s growth engine is firing on all cylinders. Its traditional search business delivered its strongest quarterly growth since ‘22. More importantly, Alphabet’s Google Cloud business reported its fastest pace of quarterly growth ...
Baris-Ozer/iStock via Getty Images Investment Thesis Two core observations stood out to me from Alphabet’s ( GOOG ) Q1 CY26 earnings report last week. First, the search giant’s growth engine is firing on all cylinders. Its traditional search business delivered its strongest quarterly growth since ‘22. More importantly, Alphabet’s Google Cloud business reported its fastest pace of quarterly growth yet, growing 63% y/y. Google’s multi-product push for the enterprise AI market has put the entire 'OpenAI complex,' a group stocks that regularly do business with the frontier AI startup, on high alert, more than ever. Second, what struck me the most was management’s fractional increase in capex for CY26. This implies Alphabet likely has all the capital investments it needs this year to sink its competitive teeth deeper into the OpenAI complex’s enterprise market share. That’s vastly different from the meaningful capex upgrades most hyperscaler peers guided towards last week. I now believe Alphabet’s Google has plenty of multi-dimensional growth surprises that will further cause pain for the entire OpenAI complex, and I am adopting a bullish view on Alphabet’s road ahead. Google Cloud: The Bane Of OpenAI Complex’s Growth Crisis Last week, I said that Alphabet was “pivoting aggressively” towards the enterprise AI market after noticing a trail of strong product roadmap clues in its Google CloudNext conference from a couple of weeks ago. If you missed those updates, this excerpt from Thomas Kurian , Google Cloud CEO, comprehensively sums up Google Cloud’s entire multi-dimensional, multi-product strategy to win more share in the enterprise AI market: You [enterprises] need a unified stack, with “chips that are designed for models, models that are grounded in your data, agents and applications that are built with those models,” and the whole thing “secured by the infrastructure.” While I was neutral on my views on Alphabet as of last week, I did say I will be watching Alphabet’s...
Summer 2026 will be a stress test for U.S. airlines. Second quarter jet fuel is tracking $4.10 to $4.30 per gallon, with benchmark West Texas Intermediate (WTI) crude at $99.89 per barrel and in the 96th percentile of its 12-month range. University of Michigan consumer sentiment fell to 49.8 in April 2026, complicating the “demand ... Airline Stocks Heading Into Summer 2026: Pricing Power vs Cost ...
Summer 2026 will be a stress test for U.S. airlines. Second quarter jet fuel is tracking $4.10 to $4.30 per gallon, with benchmark West Texas Intermediate (WTI) crude at $99.89 per barrel and in the 96th percentile of its 12-month range. University of Michigan consumer sentiment fell to 49.8 in April 2026, complicating the “demand ... Airline Stocks Heading Into Summer 2026: Pricing Power vs Cost Pressure
ilbusca/E+ via Getty Images Introduction First Busey ( BUSE ) is a US regional bank, headquartered in Kansas. The bank has a history of in excess of 150 years and is currently active in ten states. I have been following the bank's financial performance from a distance as I was quite intrigued when it issued 8.25% preferred shares in 2025. And although those preferred shares are currently trading a...
ilbusca/E+ via Getty Images Introduction First Busey ( BUSE ) is a US regional bank, headquartered in Kansas. The bank has a history of in excess of 150 years and is currently active in ten states. I have been following the bank's financial performance from a distance as I was quite intrigued when it issued 8.25% preferred shares in 2025. And although those preferred shares are currently trading at a premium to the call price, the bank is unable to call them before June 2030 which means they still offer an attractive yield to call. Data by YCharts Higher non-interest expenses weigh on the bottom line result If you only look at the bottom line result, the first quarter of 2026 was quite disappointing for First Busey. As the image below shows, the bank had to deal with a 2% decrease in its net interest income while there was a very substantial 9 million USD increase in the total amount of non-interest expenses. This eventually resulted in a pre-tax and pre-loan loss provision income of just under $67M and after accounting for the $3.06M in loan loss provisions, the reported pre-tax income came in at just below $64M resulting in a net profits of almost exactly $50M. BUSE Investor Relations One key element is quite important for preferred shareholders in the image above, and that is the fact that the bank needed less than 10% of its net income to cover the preferred dividends. This means the total net income attributable to the common shareholders of First Busey was approximately $45.4M or $0.52 per share. As the breakdown of the non-interest expenses below shows, there was a substantial increase in the total amount of salaries paid to its staff which had a negative impact of approximately $16M. Most other expenses decreased but this was not sufficient to absorb the substantially higher salaries, wages and employee benefits. This is where the bulk of the restructuring expenses were recorded, and we should consider this to be a non-recurring item and we should see a subs...
US Coast Guard Offloads More Than $72 Million Worth Of Cocaine Authored by Naveen Athrappully via The Epoch Times (emphasis ours), More than $72 million worth of cocaine was offloaded by the United States Coast Guard (USCG) after it was seized in multiple operations. A crew member aboard USCGC Escanaba carries a bale of cocaine during a drug offload at Port Everglades, Fla., on April 27, 2026. U.S...
US Coast Guard Offloads More Than $72 Million Worth Of Cocaine Authored by Naveen Athrappully via The Epoch Times (emphasis ours), More than $72 million worth of cocaine was offloaded by the United States Coast Guard (USCG) after it was seized in multiple operations. A crew member aboard USCGC Escanaba carries a bale of cocaine during a drug offload at Port Everglades, Fla., on April 27, 2026. U.S. Coast Guard/Petty Officer 2nd Class Eric Rodriguez On Monday, U.S. Coast Guard Cutter Escanaba’s crew offloaded roughly 7,050 pounds of cocaine valued at over $53 million at Port Everglades, Florida, according to an April 27 statement. The seizures were made following interdictions in the Caribbean Sea and the Eastern Pacific. In addition to Escanaba, other USCG assets and the Joint Interagency Task Force South were involved in the operations. “ The crew’s achievements on this patrol reflect the very best of our service—courage, vigilance, and an unshakeable commitment to protecting the American people ,” Escanaba Commander Nicholas Seniuk said. “Every pound of narcotics kept off our streets represents lives changed, violence prevented, and communities made safer. We couldn’t be prouder of their extraordinary work.” In an April 23 statement, USCG announced that its Cutter Resolute crew offloaded roughly 2,570 pounds of cocaine valued at more than $19.3 million at Base Miami Beach, Florida, and also transferred six individuals suspected of drug smuggling to authorities. The seizures were the result of three interdictions in the Caribbean by the crews of USS Billings and Coast Guard Cutter Tahoma, together with other partners. Combined, the two offloading events involved the seizure of 9,620 pounds of cocaine worth more than $72.3 million. According to the USCG, more than 511,000 pounds of cocaine were seized last year, which is more than three times the service’s annual average. The agency has also sped up its counter-drug operations in the Eastern Pacific region through O...
Abel was asked about how he balances his time between operations and investments. He didn't give a direct answer but noted that a big chunk of Berkshire's nearly $300 billion equities portfolio requires "limited" management.
Abel was asked about how he balances his time between operations and investments. He didn't give a direct answer but noted that a big chunk of Berkshire's nearly $300 billion equities portfolio requires "limited" management.