“Lebanon could be turned into a primary front with Israel just digging deeper,” warns RAND’s Shira Efron, as fighting continues between Israel and Iran-backed Hezbollah militants in the southern part of the country. Last week, Defense Minister Israel Katz said Israel plans to hold a security zone up to Lebanon’s Litani River. “It is not an occupation at the moment,” says Efron, “but it could turn ...
“Lebanon could be turned into a primary front with Israel just digging deeper,” warns RAND’s Shira Efron, as fighting continues between Israel and Iran-backed Hezbollah militants in the southern part of the country. Last week, Defense Minister Israel Katz said Israel plans to hold a security zone up to Lebanon’s Litani River. “It is not an occupation at the moment,” says Efron, “but it could turn into one.” “Israel has a partner in Lebanon. If Israel occupies parts of Lebanon, it’s going to lose
JHVEPhoto Marvell Technology ( MRVL ) shares jumped more than 10% in premarket trading on Tuesday after Nvidia ( NVDA ) announced it was investing $2B into the company. The two companies also unveiled a strategic partnership to connect Marvell to the Nvidia AI factory and AI-RAN ecosystem through Nvidia's NVLink Fusion. Nvidia shares rose 1.3% in premarket trading. Marvell will provide custom AI a...
JHVEPhoto Marvell Technology ( MRVL ) shares jumped more than 10% in premarket trading on Tuesday after Nvidia ( NVDA ) announced it was investing $2B into the company. The two companies also unveiled a strategic partnership to connect Marvell to the Nvidia AI factory and AI-RAN ecosystem through Nvidia's NVLink Fusion. Nvidia shares rose 1.3% in premarket trading. Marvell will provide custom AI accelerators, or XPUs, and NVLink Fusion-compatible scale-up networking, while Nvidia will offer up its Vera CPU, ConnectX NICs, Bluefield DPUs, NVLink interconnect and Spectrum-X switches, and rack-scale AI compute, the companies said in a statement . In addition, the two companies will work together on telecom networks and bring artificial intelligence infrastructure to them, offering Nvidia Aerial AI-RAN for 5G and 6G, and advanced world-class networking for AI. “The inference inflection has arrived. Token generation demand is surging, and the world is racing to build AI factories,” said Nvidia CEO and founder Jensen Huang. “Together with Marvell, we are enabling customers to leverage NVIDIA’s AI infrastructure ecosystem and scale to build specialized AI compute.” “Our expanded partnership with NVIDIA reflects the growing importance of high-speed connectivity, optical interconnect and accelerated infrastructure in scaling AI,” Marvell CEO and Chairman Matt Murphy added. “By connecting Marvell’s leadership in high-performance analog, optical DSP, silicon photonics and custom silicon to NVIDIA’s expanding AI ecosystem through NVLink Fusion, we are enabling customers to build scalable, efficient AI infrastructure.” The $2B investment is Nvidia's third investment of that size this month, having announced deals with Lumentum ( LITE ) and Coherent ( COHR ) previously. More on Marvell and Nvidia Marvell Technology: More Visibility, More Design Wins, And More Upside Potential Nvidia: Helium Shortage Problems Nvidia Vs. Amazon: Panel Regression Reveals Nvidia's Structural Strength...
Visit with Camilla to take place in late April despite calls for it to be delayed because of US war against Iran UK politics live – latest updates The king’s state visit to the US is to go ahead next month as planned, Buckingham Palace has confirmed. Charles and the queen’s long-expected trip to see Donald Trump will take place in late April, despite calls for it to be postponed because of the ong...
Visit with Camilla to take place in late April despite calls for it to be delayed because of US war against Iran UK politics live – latest updates The king’s state visit to the US is to go ahead next month as planned, Buckingham Palace has confirmed. Charles and the queen’s long-expected trip to see Donald Trump will take place in late April, despite calls for it to be postponed because of the ongoing war in the Middle East. Continue reading...
Huawei Technologies Co. ’s growth decelerated sharply after Apple Inc. ’s iPhone 17 made headway in China and domestic challengers in AI chipmaking emerged. The Chinese smartphone and chip maker reported a 2.2% rise in 2025 revenue to 880.9 billion yuan ($126 billion), down sharply from about 22 % the year before. Huawei experienced a 2% decline in Chinese smartphone shipments after the iPhone deb...
Huawei Technologies Co. ’s growth decelerated sharply after Apple Inc. ’s iPhone 17 made headway in China and domestic challengers in AI chipmaking emerged. The Chinese smartphone and chip maker reported a 2.2% rise in 2025 revenue to 880.9 billion yuan ($126 billion), down sharply from about 22 % the year before. Huawei experienced a 2% decline in Chinese smartphone shipments after the iPhone debuted late last year, though it held on to claim top spot in the market for 2025, according to researcher IDC . Apple, in contrast, grew its volumes by 4% while the Chinese market slipped 0.6%. Huawei, regarded as one of the leading Chinese makers of the AI chips that drive artificial intelligence development and services, still gets most of its revenue from consumer devices and networking equipment. Those businesses have performed steadily despite US sanctions that have throttled its access to critical American components vital to production. In the longer term, it’s positioning itself as China’s leading contender to Nvidia Corp. Huawei is advancing a three-year chip technology roadmap anchored by increasingly sophisticated Ascend chips and AI servers for data centers. Still, the company faces growing competition from domestic providers including Cambricon Technologies Corp. and internet giants such as Alibaba Group Holding Ltd. and Baidu Inc. that are increasingly designing and deploying their own silicon . Revenue from its ICT infrastructure business — which covers telecom equipment and AI hardware — grew just 2.6% last year, down from more than 4% in 2024. Read More: Cambricon Aims to Triple Output to Replace Nvidia in China Chinese AI chip developers have benefited from Beijing’s push to adopt domestically made chips. But they are facing production constraints as US restrictions hamper expansion at local manufacturing partners such as Semiconductor Manufacturing International Corp. Huawei is also expanding into newer areas. Its net profit rose 8.7% last year, helped by ...
Fidelity Blue Chip Growth ETF (NYSEARCA:FBCG) is down 11.67% year to date as of late March 2026, a sharper pullback than the 8.42% decline in the Nasdaq 100 (QQQ) over the same period. For a fund built around owning the best large-cap growth companies, the first quarter of 2026 has been a stress test. A ... Fidelity Blue Chip Growth Is Down 11.67% in 2026. What Comes Next Depends on This.
Fidelity Blue Chip Growth ETF (NYSEARCA:FBCG) is down 11.67% year to date as of late March 2026, a sharper pullback than the 8.42% decline in the Nasdaq 100 (QQQ) over the same period. For a fund built around owning the best large-cap growth companies, the first quarter of 2026 has been a stress test. A ... Fidelity Blue Chip Growth Is Down 11.67% in 2026. What Comes Next Depends on This.
Vladimir18/iStock via Getty Images Introduction The Euro Oils have just killed it since the first of the year. After lying comatose for all of 2025, the New Year dawned and they've rallied 26-52%. What went right for these intrepid E&P's? Primarily the oil price began to rally after the Maduro extraction and tilted sharply higher with the on-set of operation Epic Fury. Traders have been staying up...
Vladimir18/iStock via Getty Images Introduction The Euro Oils have just killed it since the first of the year. After lying comatose for all of 2025, the New Year dawned and they've rallied 26-52%. What went right for these intrepid E&P's? Primarily the oil price began to rally after the Maduro extraction and tilted sharply higher with the on-set of operation Epic Fury. Traders have been staying up late, hunched over their terminals, sipping strong coffee and generally clutching their pearls non-stop ever since. Euro oil cohort (Seeking Alpha) One of things that may be driving the stock of TotalEnergies, ( TTE ) and the other members of this select group is booked reserves. For the first time in forever people are wanting the security that having a few billion barrels of the gooey stuff. If that is the case, then the upgrade from TD Cowen's, Jason Gabelman is easily understood. Along with a cash flow waterfall coming when key projects come on line, single-digit production growth, and superior returns on capital employed, Gabelman commented- Moreover, peer performance suggests investors have begun to value resource life more fully than in the recent past, perhaps as a result of plateauing U.S. shale production growth and decelerating non-OPEC growth, Gabelman said. This is something I discussed in my last bullish article on the company, pointing it out as a particular strong point for TTE . This performance has been continued in 2025 with reserves to production replacement of 120% with reserves life of 12+ years. TTE growth areas (TTE) Another thing I pointed out in my last article was TTE's success in growing organically through exploration in recent years, and avoiding the expensive mega mergers larger competitors, ExxonMobil, ( XOM ) and Chevron, ( CVX ) have undertaken. This enables a very competitive cost structure that keeps capital pointed toward the bit, and free cash generation pointed toward shareholders. We've done pretty well with this recommendation-up ~5...
Tramino/iStock Unreleased via Getty Images Not many American brands are as iconic as Ford Motor Company ( F ), and so it is time for me to initiate coverage on the stock. Interestingly, in mid-March, Seeking Alpha gave Ford the second-highest quant rating within the consumer discretionary sector for companies with a market cap of above $10 billion. Therefore, an analysis now seems timely. As you c...
Tramino/iStock Unreleased via Getty Images Not many American brands are as iconic as Ford Motor Company ( F ), and so it is time for me to initiate coverage on the stock. Interestingly, in mid-March, Seeking Alpha gave Ford the second-highest quant rating within the consumer discretionary sector for companies with a market cap of above $10 billion. Therefore, an analysis now seems timely. As you can see in the stock price chart below, Ford has had a month to forget, but still 52-week gains are a very respectable 21%. Today, I will try to determine whether this steep selloff is, in fact, a major buying opportunity or not. Seeking Alpha Below, it is shown that Q4 financials were shaky and that sales for January and February have been weak. While there are continuing risks like tariffs, guidance for the full year 2026 looks encouraging. Furthermore, an affordability- and AI-focused strategy seems justified right now. As for the valuation, with the forward P/E in single-digit territory and the company having just announced a major buyback program, I believe the risk/reward is skewed in favor of the bulls for the long term. Therefore, I have decided to initiate Ford stock with a buy rating. Demand Looks Worrying Data by YCharts A first glance at Ford's top-line results shows that demand is probably not where they want it to be. It should be stated that Q3 activity was inflated due to the consumer rush to buy EVs with incentives. This is probably one of the reasons why the top line for Q4 was rather weak. In the fourth quarter , Ford generated total revenues of $45.89 billion, down 4.81% YoY. You can see that this was one of the softest quarters (in terms of growth) in recent memory, and so activity isn't at ideal levels. Despite this, the company still beat expectations by $670.46 million, showing that this weakness was indeed expected after an artificially inflated Q3. While their Model e segment did see the largest percentage YoY drop in revenues for Q4, Ford's other t...
U.S. Gasoline Prices Hit Politically Sensitive $4 Level As Trump Eyes Iran War Off-Ramp The overnight Wall Street Journal report that President Trump told aides he is willing to wind down the U.S. military campaign against Iran even if the Strait of Hormuz remains disrupted ( and appeared to confirm this narrative in a social media post this morning ) comes just as the national average gasoline pr...
U.S. Gasoline Prices Hit Politically Sensitive $4 Level As Trump Eyes Iran War Off-Ramp The overnight Wall Street Journal report that President Trump told aides he is willing to wind down the U.S. military campaign against Iran even if the Strait of Hormuz remains disrupted ( and appeared to confirm this narrative in a social media post this morning ) comes just as the national average gasoline price hit the politically sensitive $4-a-gallon threshold, underscoring the delicate balancing act the administration is facing in managing battlefield objectives and domestic fuel costs. The latest AAA data shows gasoline prices nationwide topped $4 a gallon on Monday, a 35% increase for Regular 87 at the pump and the largest price shock on record dating back to 2004. Regular 87 gasoline prices at the pump nationwide have returned to the price shock levels seen during the 2022 Russia-Ukraine crisis. Largest monthly price shock on record. Early last week, Bonnie Herzog, managing director and senior consumer analyst at Goldman Sachs, wrote in a note that when fuel prices spike to these " psychological threshold " levels, above $3 and approaching $4 a gallon, consumers tend to drive less and fill up their tanks less frequently. " Historically, when retail gas prices increase (especially above the $3/gal psychological threshold, although that's been rebased higher), consumers make the concerted decision to drive less, don't always fill up their tanks (i.e., lower fill rates)," Herzog told clients. But Herzog pointed back to history, noting that the real demand destruction for drivers comes when gasoline prices at the pump reach $5 a gallon. She noted, " Further, we recognize that, in times of a significantly rising fuel-price environment, consumers may opt to trade down the fuel-price spectrum (i.e., from premium to regular) ." Furthermore, AAA data shows the national average diesel price has surged 45% this month to $5.45 per gallon. That marks the largest spike on record. The ...
(RTTNews) - The U.S. gasoline price topped $4 on Tuesday, reflecting a direct impact of conflict in the Middle East. The energy price have gone to the highest point, since 2022 as the Strait of Hormuz is effectively closed.
(RTTNews) - The U.S. gasoline price topped $4 on Tuesday, reflecting a direct impact of conflict in the Middle East. The energy price have gone to the highest point, since 2022 as the Strait of Hormuz is effectively closed.
Nicole Daedone, co-founder of OneTaste Inc, also ordered to forfeit $12m, and seven victims were awarded restitution The leader of a sex-focused women’s wellness company that promoted “orgasmic meditation” was sentenced to nine years in federal prison for a scheme that a judge said exploited vulnerable women and coerced them into performing sex acts with the company’s clients and investors. Nicole...
Nicole Daedone, co-founder of OneTaste Inc, also ordered to forfeit $12m, and seven victims were awarded restitution The leader of a sex-focused women’s wellness company that promoted “orgasmic meditation” was sentenced to nine years in federal prison for a scheme that a judge said exploited vulnerable women and coerced them into performing sex acts with the company’s clients and investors. Nicole Daedone, co-founder of OneTaste Inc, was also ordered to forfeit $12m, and seven victims were awarded roughly $890,000 in restitution, federal prosecutors said. Continue reading...
Jim Mackey tells LBC phone-in he is ‘really worried’ about supply issues amid US-Iran war Middle East crisis – live updates The head of the NHS in England has said he is “really worried” about medicine supply issues. A number of experts have raised concerns about cost implications and supply disruption linked to the war in Iran . Continue reading...
Jim Mackey tells LBC phone-in he is ‘really worried’ about supply issues amid US-Iran war Middle East crisis – live updates The head of the NHS in England has said he is “really worried” about medicine supply issues. A number of experts have raised concerns about cost implications and supply disruption linked to the war in Iran . Continue reading...
Ildo Frazao/iStock via Getty Images U.S. banks are charging more for certain loans to private credit funds, implying a tightening of lending to the sector, Reuters reported , citing three people familiar with the matter. The higher charges come amid concerns over the valuation given to some private credit investments, the sources reportedly said. Earlier this month, JPMorgan Chase ( JPM ) report...
Ildo Frazao/iStock via Getty Images U.S. banks are charging more for certain loans to private credit funds, implying a tightening of lending to the sector, Reuters reported , citing three people familiar with the matter. The higher charges come amid concerns over the valuation given to some private credit investments, the sources reportedly said. Earlier this month, JPMorgan Chase ( JPM ) reportedly marked down the value of certain loans held by private-credit groups and was tightening its lending to the sector. Now people have questions about valuations that they didn't necessarily have six months ago. The questions are stressing the banks in terms of how much they're willing to lend, Seth Kleinman, chair of the special situations practice at law firm Benesch, told the newswire. Private credit firms are also charging more, allowing them to absorb higher funding costs, according to one of the sources. The broader concerns about private credit reportedly follow the collapse of Market Financial Solutions and First Brands , which impacted lenders including Barclays ( BCS ) ( BCLYF ); Banco Santander ( SAN ) ( BCDRF ); Wells Fargo ( WFC ); Apollo Global Management ( APO ) unit Atlas SP Partners; Jefferies Financial Group ( JEF ); Castlelake LP, majority owned by Brookfield ( BN ); and Western Alliance ( WAL ). Furthermore, Blue Owl Capital ( OWL ) considering a merger of two of its private credit funds in a way that could impose losses on shareholders fueled the jitters, according to the report. Separately, private credit lenders are said to be working with specific borrowers to avoid loan defaults. The private credit lenders are looking to delay cash payments and extend concessions on their debt, Reuters said in a separate report. Business development corporations extended private credit to smaller enterprises, and the software businesses that form the bulk of their clientele are struggling, noted Reuters on Tuesday. BDCs are modifying loan agreements t...