It’s not the phone I was hoping I’d pick, but at least it’s green! | Photo by Amelia Holowaty Krales / The Verge It takes a week to switch phones. First, there's the technical process of moving eSIMs across devices, which takes either a few minutes (if you're switching from one Android phone to another) or two days, a half-dozen calls to Verizon, a verification text message sent to your mom, and a...
It’s not the phone I was hoping I’d pick, but at least it’s green! | Photo by Amelia Holowaty Krales / The Verge It takes a week to switch phones. First, there's the technical process of moving eSIMs across devices, which takes either a few minutes (if you're switching from one Android phone to another) or two days, a half-dozen calls to Verizon, a verification text message sent to your mom, and approximately 11,000 restarts of your phone (if you're switching from iPhone to Android). Then comes a few hours of app downloading, settings tweaking, and personalization, because every phone has a bunch of unique ideas about everything. You can be up and running on a new phone in an afternoon, but by the time you've downloaded all your Kindle books, synced … Read the full story at The Verge.
The stock market isn't doing all that well in 2026 as the S&P 500 is down 4% year to date. Investors are turning to safer investment options amid all the uncertainty in the world today. You might be tempted to do the same. Historically, however, investing in the broad index has been a good move for investors, and it's paid off handsomely. Regardless of where you think the market will go in the sho...
The stock market isn't doing all that well in 2026 as the S&P 500 is down 4% year to date. Investors are turning to safer investment options amid all the uncertainty in the world today. You might be tempted to do the same. Historically, however, investing in the broad index has been a good move for investors, and it's paid off handsomely. Regardless of where you think the market will go in the short term, odds are that it'll go up in the long run. That's why, as long as you're a long-term investor who's willing to remain invested for years and even decades, it can still be a great idea to track the S&P 500. Here's how much your portfolio might be worth in 30 years, if you were to invest $25,000 in S&P 500 index funds today. Continue reading
Analysts’ sentiment toward these two big tech stocks remains constructive. Both companies continue to carry a “Strong Buy” consensus rating with significant upside potential.
Analysts’ sentiment toward these two big tech stocks remains constructive. Both companies continue to carry a “Strong Buy” consensus rating with significant upside potential.
Exclusive: Group says measures to curb harmful content will also help to tackle violence against women and girls Men and boys need as much protection as women and girls from harmful influencers and “the worst parts of the internet”, a group of MPs have told Ofcom as they called for the regulator to give specific guidance to online platforms. More than 60 Labour MPs have written to the Ofcom chief ...
Exclusive: Group says measures to curb harmful content will also help to tackle violence against women and girls Men and boys need as much protection as women and girls from harmful influencers and “the worst parts of the internet”, a group of MPs have told Ofcom as they called for the regulator to give specific guidance to online platforms. More than 60 Labour MPs have written to the Ofcom chief executive, Melanie Dawes, urging her to protect men and boys from “manosphere” influencers who may expose them to gambling, sextortion and violent pornography. Continue reading...
Advanced manufacturing firm Hadrian announced a partnership with the US Navy, building out a 2.2 million square foot automated facility in Alabama set to mass produce components for Virginia-class attack submarines and Columbia-class ballistic missile submarines. Chris Power, Hadrian CEO, joins Caroline Hyde and Ed Ludlow on a special edition of “Bloomberg Tech” live from the Hill and Valley Forum...
Advanced manufacturing firm Hadrian announced a partnership with the US Navy, building out a 2.2 million square foot automated facility in Alabama set to mass produce components for Virginia-class attack submarines and Columbia-class ballistic missile submarines. Chris Power, Hadrian CEO, joins Caroline Hyde and Ed Ludlow on a special edition of “Bloomberg Tech” live from the Hill and Valley Forum in Washington. (Source: Bloomberg)
Bonds issued by two Dubai property developers have fallen into distressed territory, with investor concern mounting over credit quality and refinancing risks as the war in the Middle East rolls on for a fourth week. Six dollar-denominated property bonds in the region are indicated at distressed levels, or trading with a yield spread of over 1,000 basis points above the risk-free rate, according to...
Bonds issued by two Dubai property developers have fallen into distressed territory, with investor concern mounting over credit quality and refinancing risks as the war in the Middle East rolls on for a fourth week. Six dollar-denominated property bonds in the region are indicated at distressed levels, or trading with a yield spread of over 1,000 basis points above the risk-free rate, according to data compiled by Bloomberg. That represents about 15% of dollar real estate bonds in the Middle East. The bonds, all Islamic notes, are issued by entities linked to Dubai-based Binghatti Holding Ltd and Omniyat Holdings Ltd , with a 2027 issue from Binghatti coming in as the most distressed. Binghatti’s core business is mid-market housing, though it has also made a push into luxury projects, unveiling plans for a Mercedes-branded tower and one of the world’s tallest residential buildings. Omniyat focuses on the ultra-luxury segment. The once-hot sector has soured quickly. At the end of February, the widest-indicated bond was trading at less than half of the threshold associated with distress. But the Middle East’s primary bond market has been effectively shut since the war broke out, leaving issuers with limited refinancing options and increasing pressure on lower-rated names. Read more: Once Red-Hot, Dubai Real Estate Bonds Rack Up Steep Losses (1) A representative for Binghatti said in a statement that the firm’s construction sites are fully operational and on schedule despite geopolitical tensions. “Cancellation rates remain below 1%, consistent with historical norms, and March sales have hit approximately AED 500 million per week, matching pre-crisis levels.” Omniyat said it is “in a strong position, fully funded, with substantial contracted revenue providing over four years of revenue visibility.” Construction is active across all of the firm’s launched sites and there have been no purchase cancellations, the statement added. Fitch Ratings has placed both Binghatti an...
Arm Holdings Plc , which made its name licensing technology to semiconductor makers, will begin selling its own chips for the first time, aiming to claim a bigger piece of the massive spending on AI gear. Meta Platforms Inc. will be the first major customer for the UK-based company’s chip, called an AGI CPU, Arm said Tuesday at an event in San Francisco. The product will have as many as 136 cores ...
Arm Holdings Plc , which made its name licensing technology to semiconductor makers, will begin selling its own chips for the first time, aiming to claim a bigger piece of the massive spending on AI gear. Meta Platforms Inc. will be the first major customer for the UK-based company’s chip, called an AGI CPU, Arm said Tuesday at an event in San Francisco. The product will have as many as 136 cores — a measure of processing power — and draw 300 watts of electricity, Arm said. Taiwan Semiconductor Manufacturing Co. will produce the chips. Under Chief Executive Officer Rene Haas , Arm has shifted from its roots as a provider of smartphone technology and taken a greater role in the data center market. The change is meant to help the business get more of the money generated by what is often complex and expensive work. The shift also helps Arm benefit from bigger-ticket purchases. Even the most expensive smartphone chips cost tens of dollars. The highest-end data center semiconductors can run in the tens of thousands. Arm decided to make the new chip because customers asked for it, Haas said. The product — a central processing unit, often described as the brains of a computer — is designed to work alongside the accelerator chips offered by companies such as Nvidia Corp. It helps coordinate work between computers, prepares data and runs elements that provide a response to users making AI queries, Arm said. “The product that we’re building is not only compelling — but we actually have customers who are lined up to buy it,” Haas said in an interview. The company said its product offers greater power efficiency compared with traditional CPU designs from Intel Corp. and Advanced Micro Devices Inc. That means that data center owners will be able to wring more computing power from the same footprint and electricity budget, Haas said. Arm’s increasing reach is a direct threat to the so-called x86 data center products made by Intel and AMD, Haas said. Taking share from those tradit...
Key PointsThe chief medical officer of Stoke Therapeutics disposed of 14,311 Common Stock shares for a transaction value of $457,000 across three days ending March 19, 2026.
Key PointsThe chief medical officer of Stoke Therapeutics disposed of 14,311 Common Stock shares for a transaction value of $457,000 across three days ending March 19, 2026.
Donny DBM/iStock via Getty Images Executive summary The Fund returned -0.06% (IS Share Class) during Q4 2025 vs. 2.19% for the Russell 2000 ® Index. Stock selection within the healthcare and the consumer staples sectors detracted from the Fund's relative performance. Our beliefs remain that speculation has pushed prices for AI-related businesses to perfection; if the shift continues away from thes...
Donny DBM/iStock via Getty Images Executive summary The Fund returned -0.06% (IS Share Class) during Q4 2025 vs. 2.19% for the Russell 2000 ® Index. Stock selection within the healthcare and the consumer staples sectors detracted from the Fund's relative performance. Our beliefs remain that speculation has pushed prices for AI-related businesses to perfection; if the shift continues away from these companies in the new year, our portfolio is positioned to take advantage of a swing towards earnings, cash flows, and other quality fundamentals that drive stocks in the long term. Market Environment The speculation that defined 2025 hit a crescendo in October before a sentiment shift cooled the AI trade somewhat as the year drew to a close. This shift also allowed value to beat growth in small caps for the fourth quarter, though falling just short for the full year. While it is much too soon to call the end of market speculation, it is refreshing that the discourse around AI has become less euphoric and potentially leading investors to evaluate options more critically, offering opportunities for some beaten-down sectors to stand out. Performance Review While the heavy speculation from Q3 continued into October, we witnessed a shift in sentiment later in the fourth quarter. Some of the “bubbly” AI businesses moved lower, and value-oriented segments of the market began to attract some capital. The one big exception to the downshift in speculation was the biotech and pharmaceutical space, which enjoyed strong fourth quarter returns. Contributors Security name Period return Portfolio impact ePlus inc. ( PLUS ) +23.84% +113.0 bps YETI Holdings, Inc. ( YETI ) +33.12% +87.0 bps White Mountains Insurance Group Ltd ( WTM ) +24.32% +80.0 bps ICU Medical, Inc. ( ICUI ) +18.93% +77.0 bps CSW Industrials, Inc. (CSWI) +21.05% +53.0 bps Click to enlarge Country/Sector Period return Portfolio impact Financials +4.12% +57.0 bps Materials +4.82% +18.0 bps Consumer Discretionary -2.71% +16...
CAMBRIDGE, England, March 24, 2026--Arm Holdings plc (NASDAQ: ARM) today announced the next evolution of the Arm compute platform, extending into production silicon products for the first time in the company’s history. This begins with the launch of the Arm AGI CPU, an Arm-designed CPU for AI data centers, built to address a rising class of agentic AI workloads.
CAMBRIDGE, England, March 24, 2026--Arm Holdings plc (NASDAQ: ARM) today announced the next evolution of the Arm compute platform, extending into production silicon products for the first time in the company’s history. This begins with the launch of the Arm AGI CPU, an Arm-designed CPU for AI data centers, built to address a rising class of agentic AI workloads.
Investors who are anxious about the struggling stock market amid the Iran conflict have good reason to worry, as they’re contending with all three of the primary causes of particularly bad years since 1928, according to DataTrek Research.
Investors who are anxious about the struggling stock market amid the Iran conflict have good reason to worry, as they’re contending with all three of the primary causes of particularly bad years since 1928, according to DataTrek Research.
Yuji Kotani/DigitalVision via Getty Images Summary I gave a Buy rating to WaterBridge Infrastructure ( WBI ) last year in October, with my key thesis being that this is a business with many underutilized assets that should position WBI to capture demand. The upcoming major projects coming online in 2029 are also very positive catalysts to look out for. WBI's recent results were good enough to conv...
Yuji Kotani/DigitalVision via Getty Images Summary I gave a Buy rating to WaterBridge Infrastructure ( WBI ) last year in October, with my key thesis being that this is a business with many underutilized assets that should position WBI to capture demand. The upcoming major projects coming online in 2029 are also very positive catalysts to look out for. WBI's recent results were good enough to convince me to stay Buy rated. It provided me with more proof that WBI is executing and that the growth bridge is becoming more tangible. Kraken is already online, and Speedway Phase 1 is seeing strong demand ahead of start-up. So long as WBI doesn’t mess up on execution, the story is evolving very nicely. Earnings results update WBI reported a very solid quarter that gives confidence that it is executing really well. Total revenue grew 2% sequentially (pro forma basis) to $208.9 million, and in the quarter, produced water handling volumes were 2.6 million barrels per day, up 1% sequentially, with the increase coming from higher produced water handling demand in its Eddy County and Stateline systems and also with the continued ramp of the BPX Kraken pipeline project. By revenue segment, produced water handling was still the main business. Produced water handling revenue, including related-party revenue, came in at ~$186 million; Water solutions revenue, including related-party revenue, was ~$12.1 million; and other revenue, including related-party revenue, was ~$10.8 million. Profit-wise, while gross margin only came in at $46.8 million, or $0.18 per barrel, down from pro forma Q3, adj. EBIT margin was pretty much flat on a per-barrel basis ($0.41 this quarter vs. $0.42 last quarter). Overall, adj. EBITDA came in at $103.8 million in Q4, pushing full-year adj. EBITDA to $403 million. Kraken and Speedway In my opinion, the bull case is stronger now as the growth story is becoming clearer and more tangible. Take the developments with Kraken, for example. WBI brought the BPX Krake...