Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Principal Asset Management CEO Kamal Bhatia, BMO US President Aron Levine, TD Cowen’s Krish Sankar, CSIS’ Michael Ratney, Schroder Investment’s Dan Suzuki, Third Bridge Global’s Peter McNally, Freightwaves CEO Craig Fuller, CI...
Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Principal Asset Management CEO Kamal Bhatia, BMO US President Aron Levine, TD Cowen’s Krish Sankar, CSIS’ Michael Ratney, Schroder Investment’s Dan Suzuki, Third Bridge Global’s Peter McNally, Freightwaves CEO Craig Fuller, CIBC Private Wealth’s Rebecca Babin, & NY Knicks Legend John Starks. (Source: Bloomberg)
HeliRy/E+ via Getty Images KNOT Offshore Partners ( KNOP ) down 8.9% post-market Thursday after saying talks about an offer from Knutsen NYK Offshore Tankers to buy the company have been terminated . KNOT Offshore ( KNOP ) said a board committee composed of directors who are unaffiliated with Knutsen had retained independent legal and financial advisors to evaluate the offer and engaged with the c...
HeliRy/E+ via Getty Images KNOT Offshore Partners ( KNOP ) down 8.9% post-market Thursday after saying talks about an offer from Knutsen NYK Offshore Tankers to buy the company have been terminated . KNOT Offshore ( KNOP ) said a board committee composed of directors who are unaffiliated with Knutsen had retained independent legal and financial advisors to evaluate the offer and engaged with the company about the proposal, but the parties determined they will not be able to reach an agreement and have ended discussions. In November , Knutsen submitted an unsolicited offer to buy all KNOT Offshore ( KNOP ) publicly traded units for $10 each in cash. More on KNOT Offshore Partners KNOT Offshore Partners: Sweetened Offer More Likely After Strong Q3 Results - Hold Seeking Alpha’s Quant Rating on KNOT Offshore Partners Financial information for KNOT Offshore Partners
In its fourth-quarter earnings report in February, the ride-hailing giant Uber outlined its strategy to expand into autonomous vehicles. And within a month, it has successfully announced several high-profile partnerships, deepening its push into the emerging AV industry. The latest moves came this ...
In its fourth-quarter earnings report in February, the ride-hailing giant Uber outlined its strategy to expand into autonomous vehicles. And within a month, it has successfully announced several high-profile partnerships, deepening its push into the emerging AV industry. The latest moves came this ...
Alones Creative/iStock via Getty Images DLocal Limited ( DLO ) is a rising merchant services fintech in emerging markets, primarily Latin America. It also has the distinction of being the first stock that I rated Strong Buy. Today, I have come to reassess my rating with the release of Q4 and full-year 2025 results. Summary of Original Thesis When I wrote about it the first time in August 2025, I w...
Alones Creative/iStock via Getty Images DLocal Limited ( DLO ) is a rising merchant services fintech in emerging markets, primarily Latin America. It also has the distinction of being the first stock that I rated Strong Buy. Today, I have come to reassess my rating with the release of Q4 and full-year 2025 results. Summary of Original Thesis When I wrote about it the first time in August 2025, I went over the business, likening DLocal to Square ( XYZ ) or PayPal ( PYPL ) in its respective geographies. DLO's Geographic Footprint (Q2 2025 Earnings Release) Concentrated on Latin America, the biggest markets there are, unsurprisingly, Brazil, Argentina, and Mexico. They also had made inroads in Africa and Asia, with Egypt making a large market as well. DLocal's value-add is an integrated payments system that helps merchants navigate these complexities on one platform. Once a merchant is won, all of their future growth becomes DLocal's as well. Take Rate and Total Payment Volume (FXC Intelligence) Revenue is primarily based on "take rate," the percentage of TPV they collect as a fee for their services. As they scale, this declines. As long as growth exceeds the decline in take rate, revenue and profitability grow overall. I believed the market failed to appreciate this. With double-digit growth ahead and strong free cash flow of $110M, I felt its $4B market cap didn't reflect the multibillion-dollar opportunity that would come from penetrating more of these emerging market countries. Q4 and Full-Year 2025 Results DLocal ended 2025 on a very strong note, with record revenue and other important financial milestones. The reason comes down to one very concrete fundamental: their ability to keep growing TPV . Q4 2025 Investor Presentation They have done this for every consecutive quarter since 2020. Since my last coverage, TPV grew from $9.2B in Q2 to $10.4B in Q3 and $13.1B in Q4. These kinds of results would be welcome even across a couple of years, and this was done in the...
Stocks came off 2026 lows and oil prices reversed lower amid Iran war comments from President Trump and Israeli PM Netanyahu. Tesla stock broke key levels.
Stocks came off 2026 lows and oil prices reversed lower amid Iran war comments from President Trump and Israeli PM Netanyahu. Tesla stock broke key levels.
MU earnings breakdown: Q2 revenue $23.86B (up 197% YOY), EPS $12.20, segment gains, and what Q3 guidance signals for AI-driven memory demand, plus margin expansion.
MU earnings breakdown: Q2 revenue $23.86B (up 197% YOY), EPS $12.20, segment gains, and what Q3 guidance signals for AI-driven memory demand, plus margin expansion.
Academics will tell you that Wall Street is efficient. Wall Street practitioners will tell you that over short periods of time, investors can be highly irrational. The problem is usually human emotions, which are running high right now in the energy sector due to the geopolitical conflict in the Middle East. Here are two reminders for investors as oil prices remain volatile. 1. Oil and natural gas...
Academics will tell you that Wall Street is efficient. Wall Street practitioners will tell you that over short periods of time, investors can be highly irrational. The problem is usually human emotions, which are running high right now in the energy sector due to the geopolitical conflict in the Middle East. Here are two reminders for investors as oil prices remain volatile. 1. Oil and natural gas have always been volatile commodities Oil prices are hovering near $100 per barrel. That has investors worried, but oil prices have been this high, and higher, before. The world has survived, and the energy sector has adjusted. Historically, oil prices have fallen after every spike. It is a normal cycle in the energy patch, with oil prices rising and falling on a fairly regular basis. Sometimes the moves are large and happen very quickly. That's not meant to diminish the very real geopolitical conflict in the Middle East. It is meant to highlight the need to view the oil and natural gas industry through a long-term lens. Most investors should try to invest in companies that have proven they can survive and thrive through the entire energy cycle, not just the upside. That generally means a focus on integrated energy giants like ExxonMobil (XOM +0.40%). Exxon owns a global portfolio of assets across the entire energy value chain, which helps soften the impact of the normal swings in oil prices. Exxon is also notable for its financial strength, as it has the lowest debt-to-equity ratio among its closest peers. That gives the company the latitude to take on debt to help it muddle through difficult periods. Expand NYSE : XOM ExxonMobil Today's Change ( 0.40 %) $ 0.63 Current Price $ 158.22 Key Data Points Market Cap $657B Day's Range $ 154.85 - $ 159.56 52wk Range $ 97.80 - $ 160.45 Volume 1.3M Avg Vol 21M Gross Margin 21.56 % Dividend Yield 2.56 % 2. You can sidestep commodity prices The strength of Exxon's business model is highlighted by its multi-decade streak of annual div...
The Iran war has begun to escalate in recent days after Israel targeted an Iranian gas field and Iran responded by targeting one in Qatar, further destabilizing the global energy landscape . The Iranian missile strike on the Ras Laffan complex caused extensive damage to the world’s largest liquefied natural gas plant. Two facilities that produce 17% of the country’s LNG exports, or about 13 millio...
The Iran war has begun to escalate in recent days after Israel targeted an Iranian gas field and Iran responded by targeting one in Qatar, further destabilizing the global energy landscape . The Iranian missile strike on the Ras Laffan complex caused extensive damage to the world’s largest liquefied natural gas plant. Two facilities that produce 17% of the country’s LNG exports, or about 13 millions tons a year, were affected and it will take three to five years to repair them, QatarEnergy Chief Executive Officer Saad al-Kaabi told Reuters . Israeli Prime Minister Benjamin Netanyahu on Thursday said his country would avoid future attacks on Iran’s energy infrastructure, after a fissure appeared to open up between him and Donald Trump, with the US president saying he had no prior knowledge of the attack. Israeli officials reportedly said he did . What You Need to Know Today From the history rhymes department , Wall Street is licking its collective lips at the prospect of relaxed capital requirements under proposals unveiled by the Federal Reserve on Thursday. It’s a move that could potentially unleash billions of dollars for lending, share buybacks and dividends . “These changes would strengthen our overall capital framework, which would remain robust under the new regime,” said Fed Vice Chair for Supervision Michelle Bowman, appointed to the role last year by Trump. The proposals represent a major win for banks after their lobbyists attacked a Biden-era plan to significantly hike capital requirements. Top banking agencies have since largely embraced Trump’s deregulatory drive, as the administration looks to loosen guardrails for an industry desperate to compete with non-banks and private credit. If finalized, the plans—along with moves to ease the enhanced supplementary leverage ratio and overhaul stress tests —would amount to some of the biggest bank-capital rule changes since those enacted following the 2008 financial crisis. Angered by Court Slap, Trump Doubles D...
Israel said it will no longer target energy infrastructure after an attack on an Iranian gas field sparked retaliatory strikes against energy assets across the Middle East, causing oil and gas prices to surge and prompting a rebuke from President Donald Trump. “Israel acted alone,” Prime Minister Benjamin Netanyahu said at a press conference on Thursday, after Israeli officials previously said the...
Israel said it will no longer target energy infrastructure after an attack on an Iranian gas field sparked retaliatory strikes against energy assets across the Middle East, causing oil and gas prices to surge and prompting a rebuke from President Donald Trump. “Israel acted alone,” Prime Minister Benjamin Netanyahu said at a press conference on Thursday, after Israeli officials previously said they had informed the US about the attack. Netanyahu also said Israeli forces would help the US attempt to reopen the Strait of Hormuz and that the war would be over faster than people think, in comments that helped calm markets on a day that already-elevated energy prices spiked once again. (Source: Bloomberg)
Traders prepare as sales of MDA Space Ltd begin at the New York Stock Exchange during morning trading on March 12, 2026 in New York City. Michael M. Santiago | Getty Images News | Getty Images Stock futures ticked higher on Thursday night after new comments from Israel Prime Minister Benjamin Netanyahu appeared to somewhat ease concerns around the U.S.-Iran war. Dow Jones Industrial Average future...
Traders prepare as sales of MDA Space Ltd begin at the New York Stock Exchange during morning trading on March 12, 2026 in New York City. Michael M. Santiago | Getty Images News | Getty Images Stock futures ticked higher on Thursday night after new comments from Israel Prime Minister Benjamin Netanyahu appeared to somewhat ease concerns around the U.S.-Iran war. Dow Jones Industrial Average futures were up 70 points, or 0.2%. S&P 500 futures gained 0.2%, along with Nasdaq-100 futures . Stocks fell on Thursday but closed well off their lows after Netanyahu said Israel was assisting the U.S. "in intel and other means" to open the Strait of Hormuz. He added that Iran had lost the ability to enrich uranium and produce ballistic missiles, noting the conflict may end faster than many fear. West Texas Intermediate futures fell sharply post-settle following those comments, giving stocks a boost off their lows of the day. Still, WTI remains more than 48% higher this month. Stock Chart Icon Stock chart icon SPX since U.S.-Iran war began "All the near-term action depends on the Strait opening," said Scott Wren, senior global market strategist at Wells Fargo Investment Institute. "We think it opens in a matter of weeks not months." The major averages are still on pace to post their fourth losing week in a row, however. The S&P 500 and Dow enter Friday's session down 0.4% and 1.2%, respectively. The Nasdaq Composite has shed 0.1%. Both the Dow and Nasdaq are also nearing correction territory. The Dow is 8.3% below its record close set Feb. 10, and the Nasdaq sits nearly 8% away from its all-time closing high reached Oct. 29. Still, with the S&P 500 holding around 5% off of its all-time high, Unlimited CEO Bob Elliott thinks the market is still too optimistic about the impact the war could have on earnings and the economy. "When you look at stocks compared to bonds, the markets are pricing in stronger growth since the beginning of this conflict. That doesn't make any sense," he t...
In Brief Jeff Bezos is reportedly seeking $100 billion for a new fund, the likes of which will be used to buy up companies in major industrial sectors and, ultimately, modernize and automate them with AI, according to sources cited by Wall Street Journal. The effort is related to Bezos’ AI startup, Project Prometheus. Bezos, whose involvement with the company was originally reported in November, i...
In Brief Jeff Bezos is reportedly seeking $100 billion for a new fund, the likes of which will be used to buy up companies in major industrial sectors and, ultimately, modernize and automate them with AI, according to sources cited by Wall Street Journal. The effort is related to Bezos’ AI startup, Project Prometheus. Bezos, whose involvement with the company was originally reported in November, is serving as co-founder and co-CEO, alongside former Google executive Vik Bajaj. Prometheus, which launched with $6.2 billion in funding, is focused on creating high-level AI models to improve manufacturing and engineering in aerospace, automotive, and other sectors. The new manufacturing fund will support that mission by buying up companies that will ultimately use Prometheus’ models. According to the WSJ, Bezos recently traveled to Singapore and the Middle East in his mission to raise funds for the effort. The plan is to acquire companies in areas like aerospace, chipmaking, and defense. TechCrunch reached out to Bezos via Amazon for more information.
Jeff Bezos is reportedly seeking $100 billion for a new fund, the likes of which will be used to buy up companies in major industrial sectors and, ultimately, modernize and automate them with AI, according to sources cited by Wall Street Journal. The effort is related to Bezos’ AI startup, Project Prometheus. Bezos, whose involvement with the company was originally reported in November, is serving...
Jeff Bezos is reportedly seeking $100 billion for a new fund, the likes of which will be used to buy up companies in major industrial sectors and, ultimately, modernize and automate them with AI, according to sources cited by Wall Street Journal. The effort is related to Bezos’ AI startup, Project Prometheus. Bezos, whose involvement with the company was originally reported in November, is serving as co-founder and co-CEO, alongside former Google executive Vik Bajaj. Prometheus, which launched with $6.2 billion in funding, is focused on creating high-level AI models to improve manufacturing and engineering in aerospace, automotive, and other sectors. The new manufacturing fund will support that mission by buying up companies that will ultimately use Prometheus’ models. According to the WSJ, Bezos recently traveled to Singapore and the Middle East in his mission to raise funds for the effort. The plan is to acquire companies in areas like aerospace, chipmaking, and defense. TechCrunch reached out to Bezos via Amazon for more information.
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. The modelled fair value estimate for Advanced Micro Devices has been revised from US$283.57 to US$289.61, a modest adjustment that reflects updated assumptions in the latest research. This change comes as analysts reassess AMD a...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. The modelled fair value estimate for Advanced Micro Devices has been revised from US$283.57 to US$289.61, a modest adjustment that reflects updated assumptions in the latest research. This change comes as analysts reassess AMD after expanded GPU agreements with Meta and OpenAI and new partnerships across data center, AI, and edge workloads. As you read on, you will see how to interpret these shifting assumptions and follow the evolving narrative around AMD. Stay updated as the Fair Value for Advanced Micro Devices shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Advanced Micro Devices. What Wall Street Has Been Saying 🐂 Bullish Takeaways Goldman Sachs, Mizuho, KeyBanc and Evercore ISI have all raised AMD price targets, citing the expanded 6GW GPU agreement with Meta and the OpenAI structure as supportive for AI accelerator positioning and earnings potential, even with some margin dilution from warrants. RBC Capital and KeyBanc highlight very tight server CPU and accelerator supply. KeyBanc indicates AMD is largely sold out in 2026 and points to MI355 and MI455 as key AI revenue drivers. Rosenblatt and Roth Capital describe the Meta and OpenAI deals as multi year, multi billion contracts that help validate AMD as a large scale AI infrastructure provider. Jefferies points to increased confidence in the AI roadmap. Partnership announcements with Nutanix, Riot Platforms and Adeia signal expanding adoption across data center, edge inference and IP licensing. Several firms view this as supportive for longer term growth prospects. 🐻 Bearish Takeaways RBC Capital, Citi and DA Davidson maintain more neutral views. They signal that while AI exposure is attractive, valuation and execution against strong competitors remain key questions. ...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. The modelled fair value estimate for Advanced Micro Devices has been revised from US$283.57 to US$289.61, a modest adjustment that reflects updated assumptions in the latest research. This change comes as analysts reassess AMD a...
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. The modelled fair value estimate for Advanced Micro Devices has been revised from US$283.57 to US$289.61, a modest adjustment that reflects updated assumptions in the latest research. This change comes as analysts reassess AMD after expanded GPU agreements with Meta and OpenAI and new partnerships across data center, AI, and edge workloads. As you read on, you will see how to interpret these shifting assumptions and follow the evolving narrative around AMD. Stay updated as the Fair Value for Advanced Micro Devices shifts by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Advanced Micro Devices. What Wall Street Has Been Saying 🐂 Bullish Takeaways Goldman Sachs, Mizuho, KeyBanc and Evercore ISI have all raised AMD price targets, citing the expanded 6GW GPU agreement with Meta and the OpenAI structure as supportive for AI accelerator positioning and earnings potential, even with some margin dilution from warrants. RBC Capital and KeyBanc highlight very tight server CPU and accelerator supply. KeyBanc indicates AMD is largely sold out in 2026 and points to MI355 and MI455 as key AI revenue drivers. Rosenblatt and Roth Capital describe the Meta and OpenAI deals as multi year, multi billion contracts that help validate AMD as a large scale AI infrastructure provider. Jefferies points to increased confidence in the AI roadmap. Partnership announcements with Nutanix, Riot Platforms and Adeia signal expanding adoption across data center, edge inference and IP licensing. Several firms view this as supportive for longer term growth prospects. 🐻 Bearish Takeaways RBC Capital, Citi and DA Davidson maintain more neutral views. They signal that while AI exposure is attractive, valuation and execution against strong competitors remain key questions. ...
Wigan Warriors survived a major scare from newly promoted York Knights to maintain their position as Super League’s only unbeaten side at the start of the new season. The Warriors, undoubtedly the standard-bearers in the opening month of 2026, were considered huge favourites against a York side making their first trip to Wigan in decades following promotion to Super League for the first time. But ...
Wigan Warriors survived a major scare from newly promoted York Knights to maintain their position as Super League’s only unbeaten side at the start of the new season. The Warriors, undoubtedly the standard-bearers in the opening month of 2026, were considered huge favourites against a York side making their first trip to Wigan in decades following promotion to Super League for the first time. But Mark Applegarth’s side, a part-time outfit just six months ago, pushed the Warriors to their very limit in a way no side have so far this year. York led 14-0 midway through the first half and had they not been reduced to 12 men following Ata Hingano’s first-half yellow card, the outcome could have been very different. However, the class and quality of Wigan just about shone through in the final quarter as they narrow avoided a monumental upset to make it five wins from five in Super League. They look to be the favourites at this early stage and with 11 of their 17 academy graduates, the Warriors continue to set the standard for the British game, with several homegrown products starring. Given the Warriors’ start to 2026 there was perhaps an expectation they would cut loose from the newly promoted Knights early on but instead, it was York who began superbly. They enjoyed the early moments in possession and with Wigan’s energy nowhere near the levels it was throughout the opening month, York were able to dominate the opening quarter. And by the end of the first 20 minutes, they had forged a commanding lead at the home of the league leaders. The Knights took a deserved lead when the winger David Nofoaluma claimed a Paul McShane kick to open the scoring before, four minutes later, the prop Paul Vaughan caught the Warriors defence cold to touch down under the posts. View image in fullscreen Ethan Havard is tackled by York’s Paul Vaughan (left) and Sam Cook during their competitive contest. Photograph: Richard Sellers/PA A penalty from the boot of Danny Richardson then made it 14...