Spain’s largest union backed Indra Sistemas SA’s Chairman Ángel Escribano , warning that efforts to oust him risk destabilizing the state-backed defense company at a critical moment for Europe’s military buildup. “It is particularly concerning that decisions and leadership now being questioned were originally driven by public authorities themselves, with full knowledge of the circumstances at the ...
Spain’s largest union backed Indra Sistemas SA’s Chairman Ángel Escribano , warning that efforts to oust him risk destabilizing the state-backed defense company at a critical moment for Europe’s military buildup. “It is particularly concerning that decisions and leadership now being questioned were originally driven by public authorities themselves, with full knowledge of the circumstances at the time,” Comisiones Obreras said in a statement Monday, referring to the government’s reversal on Escribano. Indra is locked in a power struggle with the Spanish government, led by Prime Minister Pedro Sanchez , its biggest shareholder through state holding company Sepi. In a rare show of support for a corporate executive, Comisiones Obreras — or CCOO — sided with the chairman after tensions escalated last week, when Sepi flagged a potential conflict of interest in Indra’s proposed acquisition of Escribano’s family business, Escribano Mechanical & Engineering SL, the clearest signal yet that the government wants him to step down. EM&E has since pulled out of the talks, saying conditions for a deal “do not currently exist.” CCOO said any conflict must be addressed with “rigor, transparency and legal guarantees,” but warned that such an approach should not be used to destabilize a company still in the midst of consolidating its strategy. Indra’s shares fell the most since 2022 after EM&E withdrew from the deal, underscoring investor concern that uncertainty could derail its expansion plans. The company is benefiting from rising European defense spending and the push for greater autonomy from the US, making strategic continuity more critical. That momentum has drawn investors including Dan Loeb’s Third Point LLC, which has urged Indra to press ahead with the EM&E deal.
Grab ( GRAB ) and Delivery Hero SE have reached an agreement for Grab to acquire Delivery Hero’s foodpanda delivery business in Taiwan in cash for $600 million, on a cash-free and debt-free basis, subject to customary closing adjustments. Closing of the acquisition is subject to regulatory approvals and customary closing conditions and is expected to take place in the second half of 2026. More on ...
Grab ( GRAB ) and Delivery Hero SE have reached an agreement for Grab to acquire Delivery Hero’s foodpanda delivery business in Taiwan in cash for $600 million, on a cash-free and debt-free basis, subject to customary closing adjustments. Closing of the acquisition is subject to regulatory approvals and customary closing conditions and is expected to take place in the second half of 2026. More on Grab Grab: A Quality Compounder On Sale - I'm Officially Staking My Claim Why Fintech And Advertising Could Unlock The Next Leg Of Growth For Grab Holdings Grab's Revenue Flywheel Will Drive Material Growth Prediction markets speak: See which stocks are favored to miss earnings this week Seeking Alpha’s Quant Rating on Grab
Sundry Photography/iStock Editorial via Getty Images Introduction Back when I first covered Agree Realty Corporation ( ADC ), I called them "A Monthly Dividend REIT Worth Accumulating," highlighting their high-quality, diversified portfolio of net lease properties, with some of the best lease terms and investment-grade tenant exposure we can find, trading at an attractive valuation thanks to macro...
Sundry Photography/iStock Editorial via Getty Images Introduction Back when I first covered Agree Realty Corporation ( ADC ), I called them "A Monthly Dividend REIT Worth Accumulating," highlighting their high-quality, diversified portfolio of net lease properties, with some of the best lease terms and investment-grade tenant exposure we can find, trading at an attractive valuation thanks to macro headwinds. Following a solid year despite all the macro pressure and significant growth expected for yet another year, ADC remains a Buy, being backed by the quality, high growth rates, and no near-term maturities to worry about. Fundamentals As Solid As Ever Agree Realty Corporation IR ADC reported a solid quarter and year overall despite the ongoing macro weakness, beating the market's revenue estimates by a bit while delivering yet another solid year of growth, with the AFFO reaching $482.8 million, meaning $4.33 per share, for a 4.58% increase compared to 2024. The company's portfolio grew very well throughout the year, still standing at a very strong 99.7% occupancy and entering 2026 in a strong position from many points of view, with $2 billion in liquidity available while recently achieving an A- issuer rating from Fitch (stable outlook). Agree Realty Corporation IR This year, ADC expects an AFFO per share of $4.54 to $4.58 while growing their investment volume expectations to $1.4 billion to $1.6 billion (vs. $1.55 billion in 2025) against only $25 million to $75 million in dispositions, meaning an excellent AFFO per share growth rate of 5.4% at midpoint, with the company highlighting their strong pipeline and potential to keep developing in a fragmented market. As a note, this lack of dispositions can also highlight their focus on quality acquisitions over quantity, all while maintaining a peer-leading investment-grade tenant exposure of about 66.8%, partnering with tenants such as Walmart Inc. ( WMT ), Tractor Supply Company ( TSCO ), Dollar General Corporation (...
Fears of a possible escalation in the war in the Middle East drove sharp declines in bonds and stocks after the US and Iran toughened their rhetoric. Gold fell to its lowest level this year while the dollar advanced. Iran carried out fresh strikes across the Persian Gulf hours before US President Donald Trump’s deadline to reopen the Strait of Hormuz expires. The United Arab Emirates reported dron...
Fears of a possible escalation in the war in the Middle East drove sharp declines in bonds and stocks after the US and Iran toughened their rhetoric. Gold fell to its lowest level this year while the dollar advanced. Iran carried out fresh strikes across the Persian Gulf hours before US President Donald Trump’s deadline to reopen the Strait of Hormuz expires. The United Arab Emirates reported drone and missile attacks by the Islamic Republic overnight into Monday. Israel launched a wave of airstrikes on infrastructure in Tehran and said it’s preparing to expand ground operations in Lebanon, where it’s fighting Iran-aligned Hezbollah. The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Lizzy Burden and Tom Mackenzie. (Source: Bloomberg)
One of the core Linux infrastructure improvements that AMD engineers have been working on recently is pghot as a hot-page tracking and promotion subsystem. This proposed addition to the Linux kernel could be quite beneficial especially for those using modern AMD EPYC servers with CXL and multiple memory tiers.AMD engineer Bharata Rao today posted the latest request for comments (RFC) patches imple...
One of the core Linux infrastructure improvements that AMD engineers have been working on recently is pghot as a hot-page tracking and promotion subsystem. This proposed addition to the Linux kernel could be quite beneficial especially for those using modern AMD EPYC servers with CXL and multiple memory tiers.AMD engineer Bharata Rao today posted the latest request for comments (RFC) patches implementing this pghot concept for the Linux kernel. This hot page tracking infrastructure aims to unify hot page detection from multiple sources, centralize the hot page promotion logic, and consolidate the different areas of the Linux kernel tracking page accesses independently. "- Tracks frequency and last access time. - Additionally, the accessing NUMA node ID (NID) for each recorded access is also tracked in the precision mode. - These hotness parameters are maintained in a per-PFN hotness record within the existing mem_section data structure. - In default mode, one byte (u8) is used for hotness record. 5 bits are used to store time and bucketing scheme is used to represent a total access time up to 4s with HZ=1000. Default toptier NID (0) is used as the target for promotion which can be changed via debugfs tunable. - In precision mode, 4 bytes (u32) are used for each hotness record. 14 bits are used to store time which can represent around 16s with HZ=1000. - Classifies pages as hot based on configurable thresholds. - Pages classified as hot are marked as ready for migration using the ready bit. Both modes use MSB of the hotness record as ready bit. - Per-lower-tier-node kmigrated threads periodically scan the PFNs of lower-tier nodes, checking for the migration-ready bit to perform batched migrations. Interval between successive scans and batching value are configurable via debugfs tunables." Per the patch cover letter for how pghot works:The pghot patches are out on the Linux kernel mailing list. For those just wanting to know the net result of pghot, in testing on an A...
There's no shortage of fast-growing companies benefiting from massive trends that are reshaping industries. Tapping into growth stocks at the right time and sticking with them for years to come can be one of the best ways to build wealth. But not all fast-growing companies end up being great long-term investments. You need to find ones that set themselves apart from their peers and have the potent...
There's no shortage of fast-growing companies benefiting from massive trends that are reshaping industries. Tapping into growth stocks at the right time and sticking with them for years to come can be one of the best ways to build wealth. But not all fast-growing companies end up being great long-term investments. You need to find ones that set themselves apart from their peers and have the potential to grow for years to come. Here are three companies that fit the bill. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. See the 10 stocks » 1. Broadcom Broadcom (NASDAQ: AVGO) is a semiconductor company that's carved out a niche in application-specific integrated circuits (ASICs). These chips help provide processing power to some of the most advanced artificial intelligence data centers, giving Broadcom a key role in AI infrastructure growth. That's important, because companies are going all-in on AI infrastructure spending. Goldman Sachs is estimating that generative AI spending could reach $1 trillion in the next few years. But investors don't have to wait around for Broadcom to start benefiting from its AI prospects. The company's fourth-quarter (ended Nov. 3, 2024) AI revenue soared 220% to $12.2 billion. It's likely there will be more AI-driven growth in Broadcom's future. The company's management believes its AI chips and AI networking infrastructure could take a significant slice of AI spending, with CEO Hock Tan saying that Broadcom's addressable market could be between $60 billion to $90 billion in 2027 alone. With a forward price-to-earnings (P/E) ratio of 36, Broadcom's stock isn't exactly a bargain. But AI is only in its beginning stages, and Broadcom's ASICs are already an in-demand component for many AI infrastructure projects. Buying some shares now, as artificial intelligence spending ramps up, could prove to be a wise long-term move. 2. AppLovin AppLovin (NASDAQ: APP) is an adtec...
JHVEPhoto/iStock Editorial via Getty Images STMicroelectronics ( STM ) said first deliveries of fully made-in-China STM32 microcontrollers to China-based customers have started. STMicroelectronics, in which the French and Italian governments hold a stake, noted that STM32 wafers are fully produced in China by Huahong for the company. It is a major step forward for STMicroelectronics in its global ...
JHVEPhoto/iStock Editorial via Getty Images STMicroelectronics ( STM ) said first deliveries of fully made-in-China STM32 microcontrollers to China-based customers have started. STMicroelectronics, in which the French and Italian governments hold a stake, noted that STM32 wafers are fully produced in China by Huahong for the company. It is a major step forward for STMicroelectronics in its global supply chain strategy, with additional STM32 families, including performance-oriented, secure, and entry-level microcontroller series, planned for local volume production in 2026, according to the company. Through this collaboration, STMicroelectronics has become the industry’s first global semiconductor company with a dual supply chain, with fully processed and manufactured 40 nm MCU products in China that are the same in design and technology as those made outside China, the company added. Shares of STMicroelectronics fell about 5% premarket on Monday. More on STMicroelectronics STMicroelectronics N.V. (STM) Shareholder/Analyst Call - Slideshow STMicroelectronics N.V. (STM) Shareholder/Analyst Call - Slideshow STMicroelectronics N.V. (STM) Shareholder/Analyst Call Transcript GTC effect: Nvidia's ecosystem partners edge higher following wave of collaborations STMicroelectronics move into physical AI could boost growth: BofA