Image source: The Motley Fool. Tuesday, May 13, 2025 at 11 a.m. ET Call participants President and Chief Executive Officer — Keith Tucker Chief Financial Officer — Nelson Haight Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Capital structure refinancing -- Management closed a refinancing in March 2025 that lowered the blended interest rate by more than 100 basis points...
Image source: The Motley Fool. Tuesday, May 13, 2025 at 11 a.m. ET Call participants President and Chief Executive Officer — Keith Tucker Chief Financial Officer — Nelson Haight Need a quote from a Motley Fool analyst? Email [email protected] Takeaways Capital structure refinancing -- Management closed a refinancing in March 2025 that lowered the blended interest rate by more than 100 basis points and extended term loan maturities to 2030. -- Management closed a refinancing in March 2025 that lowered the blended interest rate by more than 100 basis points and extended term loan maturities to 2030. Term loans -- The new first-lien term loan facility includes a $175 million funded term loan maturing in 2030 and a $50 million delayed draw term loan, subject to conditions. -- The new first-lien term loan facility includes a $175 million funded term loan maturing in 2030 and a $50 million delayed draw term loan, subject to conditions. Debt repayment -- $158 million of outstanding debt was repaid, including delayed draw term loans, equipment and real estate loans under the ABL facility, and a portion of the previous senior secured term loan; the remaining prior term loan balance converted to a $97.4 million second-lien term loan maturing in 2030. -- $158 million of outstanding debt was repaid, including delayed draw term loans, equipment and real estate loans under the ABL facility, and a portion of the previous senior secured term loan; the remaining prior term loan balance converted to a $97.4 million second-lien term loan maturing in 2030. Revenue -- Revenue was essentially flat year over year, with a 6.8% increase in the Inspection & Heat Treating segment and an 8.8% increase in U.S. core operations for IHT; midstream end-market revenues grew nearly 15%. -- Revenue was essentially flat year over year, with a 6.8% increase in the Inspection & Heat Treating segment and an 8.8% increase in U.S. core operations for IHT; midstream end-market revenues grew nearly 15%. Segme...
There is growing anger in pockets of the gaming community about the increased use of AI-generated content in titles, which has resulted in some studios scrapping games or promising to limit their use of the technology.
There is growing anger in pockets of the gaming community about the increased use of AI-generated content in titles, which has resulted in some studios scrapping games or promising to limit their use of the technology.
designer491/iStock via Getty Images Here at the Lab, we are back to comment on Swiss Re AG ( SSREF ) ( SSREY ). Last week, the company reported its Annual Report 2025, its business performance, and the risk assessment. As a reminder, we initiated Swiss Re one year ago, and so far the company has delivered a 16% gain, including its juicy dividend payment. That said, since our Q3 results comment, th...
designer491/iStock via Getty Images Here at the Lab, we are back to comment on Swiss Re AG ( SSREF ) ( SSREY ). Last week, the company reported its Annual Report 2025, its business performance, and the risk assessment. As a reminder, we initiated Swiss Re one year ago, and so far the company has delivered a 16% gain, including its juicy dividend payment. That said, since our Q3 results comment, the Swiss Re share price has declined by more than 8% (Fig. 1), and considering its outstanding results, we believe it is a good moment to start/increase a position. Here at the Lab, we have not commented on the December Capital Market Day, but we positively report that Swiss Re announced a buyback (as we previously anticipated). Aside from a positive shareholders' return, our buy rating was backed by 1) the insurance and reinsurance sectors' virtuous relationship, 2) valuation discount versus peers, and 3) solid execution. Mare Ev. Lab Rating Update Fig. 1 Swiss Re Results and Our Positive Take Starting with the bottom line, Swiss Re reported a yearly net profit of $4.8 billion, against a target of $4.4 billion (Fig. 2). Q4 net profit reached $717 million, beating Wall Street consensus estimates by 4%. By division, Property & Casualty Reinsurance delivered a stellar performance. P&C results more than double its net income year-over-year. The full-year combined ratio of 79.4% was exceptionally solid, crushing the prior year's 89.9% and its own target of below 85%. This was due to a lower-than-budgeted amount from Nat Cat and reserve-strengthening actions. The Corporate Solutions division continued its positive trajectory. Again, the company delivered a net profit up by 19% to nearly $1 billion. The combined ratio improved to 86.5% (from 89.7% in 2024) and is below Swiss Re's previously communicated own targets of 91%. Results were backed by investment performance and disciplined execution. Lastly, Life & Health Reinsurance was the segment's weak spot. In numbers, net income d...
Corn price action is up fractionally to 2 cents so far on Tuesday morning. Futures posted 12 to 13 1/4 cent losses in the nearbys on Monday. Preliminary open interest was down 23,389 contracts on Monday suggesting some longs liquidating, as May dropped 25,724 contracts, with December down 10,909. Pressure was from beans and crude oil slipping $4.49. The CmdtyView national average Cash Corn price w...
Corn price action is up fractionally to 2 cents so far on Tuesday morning. Futures posted 12 to 13 1/4 cent losses in the nearbys on Monday. Preliminary open interest was down 23,389 contracts on Monday suggesting some longs liquidating, as May dropped 25,724 contracts, with December down 10,909. Pressure was from beans and crude oil slipping $4.49. The CmdtyView national average Cash Corn price was down 13 cents to $4.11 1/2. Monday morning’s Export Inspections report showed 1.658 MMT (65.3 mbu) of corn shipped in the week of 3/12. That was 1.98% below the week prior but 8.95% above the same week last year. Mexico was the largest destination of 446,121 MT, with 281,957 MT shipped to Japan and 150,849 MT to Colombia. The marketing year total is now 42.869 MMT (1.688 bbu) of corn shipped since September 1, which is 39.16% above the same period last year. China was the sole destination for 127,639 MT of sorghum. Don’t Miss a Day: Ukraine’s economic ministry estimates the country will plant 4.42 million hectares (10.92 million acres) of corn this spring. Overall grain acreage is estimated at 6 million hectares (14.83 million acres), up 240,000 (593,000 acres) from last year. May 26 Corn closed at $4.54, down 13 1/4 cents, currently up 3/4 cent Nearby Cash was $4.11 1/2, down 13 cents, Jul 26 Corn closed at $4.65 3/4, down 12 1/2 cents, currently up 3/4 cent Sep 26 Corn closed at $4.67 1/4, down 12 cents, currently up 1 cent More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Soybeans are trading with 4 to 7 cent gains so far on Tuesday morning as new crop November us up 12 ½ cents. Futures were down 60 to the 70 cent limit on Monday across the front months. Expanded limits of $1.05 are set for Tuesday. Open interest was down 21,862 contracts on Monday, mostly in May (18,356). The cmdtyView national average Cash Bean price was down 70 1/2 cents at $10.80 3/4. Soymeal f...
Soybeans are trading with 4 to 7 cent gains so far on Tuesday morning as new crop November us up 12 ½ cents. Futures were down 60 to the 70 cent limit on Monday across the front months. Expanded limits of $1.05 are set for Tuesday. Open interest was down 21,862 contracts on Monday, mostly in May (18,356). The cmdtyView national average Cash Bean price was down 70 1/2 cents at $10.80 3/4. Soymeal futures were down $5.10 to $11.50 in the front months to close out the day, with Soy Oil futures down the 350 point limit through September. Crude oil was down $4.49 on the day. US Treasury Secretary Bessent and Chinese counterparts met this weekend in Paris to prep for the meeting between President Trump and President Xi later this month. Following the meeting it was noted that China was open to buying more US ag goods, specifically more non-soybean row crops, putting some doubts on another 8 MMT for the current MY suggested by President Trump last month. Late on Sunday President Trump stated there could be a delay in the meeting with China, while also expecting to see China help unblock the Strait of Hormuz, with some thinking that the two are tied to one another, though Secretary Bessent has stated they are not. Don’t Miss a Day: USDA’s FGIS tallied soybean export shipments at 966,082 MT (34.5 mbu) during the week ending on March 12. That was 8.9% above the week prior and 45.4% larger than the same week last year. China was the top destination of 545,858 MT, with 224,944 MT headed to Egypt and 20380,194 MT to Mexico. Marketing year exports for 2025/26 are 28.06 MMT (1.031 bbu) since September 1, which is now 28.3% below the same period last year. NOPA data from Monday morning, showed a February record 208.785 mbu of soybeans crushed among members. That was up 10.57% from a year ago but down 1.52% from January. Daily crush of 7.46 mbu was a record for any month through NOPA’s history. Soybean oil stocks were 2.08 billion lbs, a 38.37% yr/yr increase, with a monthly jump of...
Live cattle futures saw Monday gains of $2.35 to $2.95 at the close. Open interest was up 872 contracts. Cash trade settled in at $234-236 live last week, with some $372 dressed. Feeder cattle futures rallied $5.95 to $6.75 far on Monday. OI was down 879 contracts. The CME Feeder Cattle Index was down another $1.30 to $357.05 on March 13. The Monday OKC Feeder cattle auction saw sales on 4,305 hea...
Live cattle futures saw Monday gains of $2.35 to $2.95 at the close. Open interest was up 872 contracts. Cash trade settled in at $234-236 live last week, with some $372 dressed. Feeder cattle futures rallied $5.95 to $6.75 far on Monday. OI was down 879 contracts. The CME Feeder Cattle Index was down another $1.30 to $357.05 on March 13. The Monday OKC Feeder cattle auction saw sales on 4,305 head sold, with sales 10-15 higher on feeders and calves up $10-20 for steers and $5-15 for heifers. The strike at the JBS plant in Greeley, CO moved forward this over the weekend, as the workers union started picketing. Don’t Miss a Day: Wholesale Boxed Beef prices were higher in the Monday afternoon report, with the Chc/Sel spread at $8.15. Choice boxes were up $4.74 to $402.66, while Select was $2.97 higher to $394.51. USDA estimated federally inspected cattle slaughter for Monday at 98,000 head. That is down 5,000 from the previous week and 16,452 head shy of the same Monday last year. Apr 26 Live Cattle closed at $233.250, up $2.350, Jun 26 Live Cattle closed at $231.875, up $2.925, Aug 26 Live Cattle closed at $229.675, up $2.850, Mar 26 Feeder Cattle closed at $355.450, up $5.975, Apr 26 Feeder Cattle closed at $349.850, up $6.750, May 26 Feeder Cattle closed at $345.550, up $6.375, More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Lean hogs are showing 15 cent to $2.02 losses at Tuesday’s midday. The USDA Daily Direct Hog report from the morning release showed negotiated prices down $1.68 to $83.24. The CME Lean Hog Index was $90.92 on August 9, down 98 cents from the previous day. USDA’s FOB plant pork cutout value was up $1.41 in the Tuesday morning report at $101.68 per cwt. The butt primal was the only reported lower, w...
Lean hogs are showing 15 cent to $2.02 losses at Tuesday’s midday. The USDA Daily Direct Hog report from the morning release showed negotiated prices down $1.68 to $83.24. The CME Lean Hog Index was $90.92 on August 9, down 98 cents from the previous day. USDA’s FOB plant pork cutout value was up $1.41 in the Tuesday morning report at $101.68 per cwt. The butt primal was the only reported lower, while belly was the strongest component of the day, up $3.92. USDA estimated the Monday FI hog slaughter at 483,000 head. That is up 72,000 head from last week and 17,422 head above the same week a year ago. Aug 24 Hogs are at $89.875, down $0.150, Oct 24 Hogs are at $72.300, down $2.025 Dec 24 Hogs is at $64.325, down $1.750, On the date of publication, Alan Brugler did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Cotton prices are up 24 to 34 points so far on Tuesday morning. Futures posted Monday gains of 206 to 234 points across the front months at the close, as traders came out of the weekend with a better feeling on the Chinese situation. Crude oil was down $4.49 to $94.22, with the US dollar index down $0.894 to $99.468. US Treasury Secretary Bessent and Chinese counterparts met this weekend in Paris ...
Cotton prices are up 24 to 34 points so far on Tuesday morning. Futures posted Monday gains of 206 to 234 points across the front months at the close, as traders came out of the weekend with a better feeling on the Chinese situation. Crude oil was down $4.49 to $94.22, with the US dollar index down $0.894 to $99.468. US Treasury Secretary Bessent and Chinese counterparts met this weekend in Paris to prep for the meeting between President Trump and President Xi later this month. Following the meeting it was noted that China was open to buying more US ag goods, specifically more non-soybean row crops, i.e. possibly cotton. Don’t Miss a Day: The Seam showed sales on 4,207 bales on Friday, averaging 59.31 cents/lb. The Cotlook A Index was up 5 points on March 13 at 75.75 cents. ICE certified cotton stocks were unchanged on 3/13, with the certified stocks level at 116,789 bales. The Adjusted World Price was back up just 6 points on Thursday to 51.50 cents/lb. May 26 Cotton closed at 68.19, up 234 points, currently up 24 points Jul 26 Cotton closed at 70.06, up 217 points, currently up 34 points Oct 26 Cotton closed at 71.67, up 206 points currently unch More news from Barchart The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Wheat is showing 2 to 3 cent losses across the front months in the three exchanges on Tuesday morning. The wheat complex posted Monday losses across the three markets. Chicago SRW futures were 16 to 17 cents lower in the nearbys. Open interest was down 1,004 contracts, with 1,973 dropping in May. KC HRW futures saw Monday weakness of 13 to 14 cents. OI was up 1,419 contracts, suggesting some new s...
Wheat is showing 2 to 3 cent losses across the front months in the three exchanges on Tuesday morning. The wheat complex posted Monday losses across the three markets. Chicago SRW futures were 16 to 17 cents lower in the nearbys. Open interest was down 1,004 contracts, with 1,973 dropping in May. KC HRW futures saw Monday weakness of 13 to 14 cents. OI was up 1,419 contracts, suggesting some new selling interest. MPLS spring wheat was down 10 to 12 cents at the close. Crude oil was back down $4.49. Export Inspections data showed wheat at 343,022 MT (12.6 mbu) shipped in the week that ended on March 2. That was down 31.2% from last week, and 30.81% below the same week last year. Mexico was the top destination of 79,566 MT, with 62,647 MT to the Philippines and 56,699 MT to Bangladesh. Marketing year shipments have totaled 19.47 MMT (715.4 mbu), which is up 18.67% yr/yr. Don’t Miss a Day: The Kansas Crop Progress report showed winter wheat conditions down 4% to 52% good/excellent, with the Brugler500 index down 9 points to 339. May 26 CBOT Wheat closed at $5.97 1/4, down 16 1/2 cents, currently down 3 cents Jul 26 CBOT Wheat closed at $6.07 3/4, down 16 3/4 cents, currently down 2 1/2 cents May 26 KCBT Wheat closed at $6.16 1/2, down 13 1/2 cents, currently down 33 cents Jul 26 KCBT Wheat closed at $6.30 1/2, down 13 1/4 cents, currently down 3 cents May 26 MIAX Wheat closed at $6.34, down 11 1/2 cents, currently down 2 1/4 cents Jul 26 MIAX Wheat closed at $6.49 1/2, down 10 3/4 cents, currently down 2 1/2 cents On the date of publication, Austin Schroeder did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Wedbush also maintains a $230 price forecast, highlighting growing interest in Palantir's AI software following its AIPCon event. The firm noted that businesses, especially in the U.S., are increasingly adopting Palantir's platform to solve operational challenges at scale, reinforcing its growth outlook. Partnership With Nvidia Boosts AI Strategy Wedbush’s analysts pointed to Palantir's expanded p...
Wedbush also maintains a $230 price forecast, highlighting growing interest in Palantir's AI software following its AIPCon event. The firm noted that businesses, especially in the U.S., are increasingly adopting Palantir's platform to solve operational challenges at scale, reinforcing its growth outlook. Partnership With Nvidia Boosts AI Strategy Wedbush’s analysts pointed to Palantir's expanded partnership with Nvidia to develop a sovereign AI operating system. The collaboration combines Nvidia's hardware with Palantir's software to support AI deployment across cloud, on-site, and edge environments, accelerating adoption across industries and government use cases. Technical Analysis Palantir is trading 6.2% above its 20-day SMA but 8.7% below its 100-day SMA, a split that often signals short-term stabilization within a still-repairing intermediate trend. Shares are up 74.84% over the past 12 months and are positioned closer to their 52-week highs than lows, even after pulling back from the $207.52 peak. The RSI is at 55.08, which sits in neutral territory and suggests momentum isn't stretched in either direction. The MACD is bullish, with the MACD at 1.3264 above the signal line at -0.6307, suggesting improving upside pressure following the prior downswing. The combination of neutral RSI (around 50) and bullish MACD suggests mixed momentum. Key Resistance : $161.50 : $161.50 Key Support: $126.50 Earnings & Analyst Outlook Looking further out, the next major catalyst for the stock arrives with the May 4, 2026 (estimated) earnings report. EPS Estimate : 26 cents (Up from 13 cents YoY) : 26 cents (Up from 13 cents YoY) Revenue Estimate : $1.54 Billion (Up from 88 cents Billion YoY) : $1.54 Billion (Up from 88 cents Billion YoY) Valuation: P/E of 242.4x (Indicates premium valuation relative to peers) Analyst Consensus & Recent Actions: The stock carries a Buy Rating with an average price target of $195.48. Recent analyst moves include: Analyst Ratings and Targets Wedbu...
US diesel prices are above $5 a gallon for the first time since December 2022 as the war in Iran continues to disrupt supplies. Oil and gas markets worldwide are feeling the pressure now. Bloomberg's Will Kennedy has more on how this is all impacting consumers and economies. (Source: Bloomberg)
US diesel prices are above $5 a gallon for the first time since December 2022 as the war in Iran continues to disrupt supplies. Oil and gas markets worldwide are feeling the pressure now. Bloomberg's Will Kennedy has more on how this is all impacting consumers and economies. (Source: Bloomberg)
Fifteen Hong Kong public primary schools are at risk of closing after being banned from operating subsidised Primary One classes in the coming academic year due to insufficient enrolment. But Secretary for Education Christine Choi Yuk-lin also warned on Tuesday that more closures were expected if school operators refused to plan for mergers. The at-risk institutions comprise 14 subsidised location...
Fifteen Hong Kong public primary schools are at risk of closing after being banned from operating subsidised Primary One classes in the coming academic year due to insufficient enrolment. But Secretary for Education Christine Choi Yuk-lin also warned on Tuesday that more closures were expected if school operators refused to plan for mergers. The at-risk institutions comprise 14 subsidised locations and one government school. Advertisement Among the tally is city leader John Lee Ka-chiu’s alma mater, the Five Districts Business Welfare Association School in Sham Shui Po. Others include Shau Kei Wan Government Primary School in Eastern district and the Fresh Fish Traders’ School in Tai Kok Tsui. Advertisement Choi noted that the number of students joining the Primary One allocation system for the 2026-27 school year had dropped by 4,000 compared with 2025-26, resulting in 15 public primary schools being unable to secure the required 16 students each to operate a Primary One class.
Getty Images On the evening of March 15, Venus Protocol, the largest lending platform on BNB Chain, was struck by a price manipulation attack targeting Thena's low-liquidity native token THE . The exploit left Venus with an estimated $2.15 million in bad debt, and the attacker extracted roughly $3.7M, in assets: Bad debt: 1.18M CAKE ( CAKE-USD ), 1.84M THE in outstanding loans Attacker extracted: ...
Getty Images On the evening of March 15, Venus Protocol, the largest lending platform on BNB Chain, was struck by a price manipulation attack targeting Thena's low-liquidity native token THE . The exploit left Venus with an estimated $2.15 million in bad debt, and the attacker extracted roughly $3.7M, in assets: Bad debt: 1.18M CAKE ( CAKE-USD ), 1.84M THE in outstanding loans Attacker extracted: 20 BTC, 1.5M CAKE, 200 BNB ( BNB-USD ) The attacking address received 7,400 ETH ( ETH-USD ) from Tornado Cash via intermediary wallet 0x7a7…234. These funds were deposited into Aave ( AAVE-USD ) as collateral to borrow $9.92M in stablecoins, which were then dispersed across multiple wallets to accumulate THE tokens. The entire funding chain was designed to obscure origins and maximize leverage. Nine Months of Setup, One Night of Execution This was no opportunistic strike. Starting in June 2025, the attacker quietly accumulated approximately 84% of Venus's THE supply cap (14.5M tokens) over nine months . The exploit was triggered only after this dominant position was secured. To bypass the supply cap, the attacker used a donation attack , directly transferring THE tokens to the vTHE contract instead of depositing through standard minting. This inflated the protocol-recognized exchange rate and pushed the collateral position to 53.2M THE, roughly 3.7× the allowed limit. From there, a textbook oracle manipulation loop : deposit THE → borrow assets → buy more THE → wait for the TWAP oracle update → repeat. THE's price surged from $0.27 to nearly $5.00. Once the attacker's health factor dropped near 1, liquidation was triggered. With virtually no market depth to absorb the sell-off, THE collapsed to $0.24, below its pre-attack level. The playbook closely mirrors the October 2022 Mango Markets exploit , where Avraham Eisenberg used a similar oracle manipulation strategy to extract $110M on Solana ( SOL-USD ). Source: Unmasking Role-Play Attack Strategies in Exploiting Decentraliz...
CHOLTICHA KRANJUMNONG/iStock via Getty Images Market Environment During the 4Q25 period, the S&P 500 Index increased 2.66% with nine of the 11 sectors exhibiting positive returns. The largest drivers of the benchmark's gain were health care (+11.7%, contributing 105 basis points (bps) to the performance of the S&P 500 index); communication services (+7.3%, +77 bps); and information technology (+1....
CHOLTICHA KRANJUMNONG/iStock via Getty Images Market Environment During the 4Q25 period, the S&P 500 Index increased 2.66% with nine of the 11 sectors exhibiting positive returns. The largest drivers of the benchmark's gain were health care (+11.7%, contributing 105 basis points (bps) to the performance of the S&P 500 index); communication services (+7.3%, +77 bps); and information technology (+1.4%, +44 bps). Stylistically, the S&P 500® Value index (3.2%) outperformed the S&P 500® Growth Index (2.2%) during the period. In the US, we believe a strong 3Q25 earnings season and an accommodative central bank were the primary drivers of the rise in the equity market. According to FactSet, S&P 500 companies generated year-over-year earnings growth of 13.6% for the quarter ending September 30 and reported during the 4Q25 period. The Federal Reserve lowered the overnight policy rate by 25 bps in each of two separate FOMC meetings for a total easing of 50 bps during the December quarter. The target fed funds rate entering 2026 was 3.50-3.75%. The Fed chairman noted in December that the US labor market "seems to have significant downside risks" as the unemployment rate increased to 4.6% in November 2025, its highest level since September 2021. The central bank also expressed its belief that the Bureau of Labor Statistics could be overstating the growth in nonfarm payrolls by up to 60,000 jobs a month. Coincidentally, nonfarm payroll employment increased by 64,000 jobs in November. The US 10-year Treasury yield entered the quarter at 4.15%, troughed in mid-October at 3.95%, and ended the period at 4.17%. Investment grade credit spreads in the US widened by three bps in 4Q25 to 79 bps, while high-yield spreads increased one bp to 281 bps. The Bloomberg US Aggregate Bond Index (largely US Treasuries, investment grade corporates, and agency mortgage-backed securities) declined 0.4% during the quarter. The US Dollar Index ( DXY ) strengthened 0.5% in the period. The Bloomberg Comm...
This morning a "Potential Dividend Run Alert" went out for State Street Corp. (NYSE: STT), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway? This is an interesting concept which we first learned about at a past ValueForum conference. And to best explain the concep...
This morning a "Potential Dividend Run Alert" went out for State Street Corp. (NYSE: STT), at our DividendChannel.com Dividend Alerts service (a free email alerts feature). Let's look at the situation in greater detail, shall we? First of all, what is a "Dividend Run" anyway? This is an interesting concept which we first learned about at a past ValueForum conference. And to best explain the concept, we need to start with the expected behavior of a stock on its ex-dividend date. For anyone unfamiliar with the term, the ex-dividend date marks the trading day when any buyer of the stock is no longer entitled to the referenced dividend — in other words, to be eligible to receive the dividend in question, one would have had to purchase their shares before the ex-dividend date. All else equal, the stock price would be expected to drop by the dividend amount on that ex-date (remember, that's "all else equal" and naturally other factors will drive stocks higher/lower on any given day). But think about it: if a buyer is entitled to a 0.76 dividend before ex-date, but no longer entitled to that amount on or after ex-date, then this drop makes perfect sense! Because if the shares didn't drop by that same 0.76 the next day, then effectively, buyers would effectively be paying 0.76 more for the same share of stock. But now think about this: if a stock is expected to drop by the dividend amount (all else equal) on ex-date, then in turn, shouldn't that stock be expected to rise sometime ahead of a dividend? After all, if a dividend-paying stock didn't ever rise and only fell on each and every ex-date, then eventually after enough dividend payments those shares would have fallen to zero. And that wouldn't make any sense for a company continually earning money and paying dividends. So indeed, "sometime" before a given dividend, there should be sort of a built-in "pressure" for a stock to gradually rise in expectation of that next cash dividend... in other words: pressure for the sto...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Alphabet, through Google, confirmed it is the operator behind the large Project Cannoli data center development in Michigan. The company announced new long term renewable power agreements and advanced battery storage commitments tied to this site. Google also expanded partnership...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Alphabet, through Google, confirmed it is the operator behind the large Project Cannoli data center development in Michigan. The company announced new long term renewable power agreements and advanced battery storage commitments tied to this site. Google also expanded partnerships with Chinese suppliers for liquid cooling equipment to support next generation data center infrastructure. For investors watching NasdaqGS:GOOGL, this update adds fresh detail on how Alphabet is building out energy intensive infrastructure to support AI and cloud services. The stock trades at $305.56, with a 1 year return of 86.6% and a 3 year return of 204.4%, which highlights the central role that AI and data center capacity play in the company’s current profile. These announcements provide a clearer view of how Alphabet is tying new capacity to specific renewable and storage commitments, rather than treating energy as an afterthought. The expanded liquid cooling partnerships in China also highlight the technical and supply chain choices Alphabet is making as competition in AI infrastructure and cloud services continues to tighten. Stay updated on the most important news stories for Alphabet by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Alphabet. NasdaqGS:GOOGL Earnings & Revenue Growth as at Mar 2026 We've flagged 1 risk for Alphabet. See which could impact your investment. Investor Checklist Quick Assessment ✅ Price vs Analyst Target : At US$305.56, Alphabet trades about 19% below the US$376.95 analyst consensus target. ✅ Simply Wall St Valuation : Shares are described as trading 10.5% below estimated fair value, suggesting some valuation headroom. ❌ Recent Momentum: The 30 day return of roughly 0.05% decline shows the share price has been flat to slightly weaker recently. There is only one way to kno...
00:01 Speaker A I just want to remind you, this is a tech conference. 00:08 Speaker A I've shown you guys this before. It's a super heavy and seems to get heavier every year. 00:13 Speaker A Because I think there's just more cables in there every year. 00:15 Speaker A We attract future customers starting long before you could afford to pay for it yourself. 00:23 Speaker A Your parents paid. 00:26 ...
00:01 Speaker A I just want to remind you, this is a tech conference. 00:08 Speaker A I've shown you guys this before. It's a super heavy and seems to get heavier every year. 00:13 Speaker A Because I think there's just more cables in there every year. 00:15 Speaker A We attract future customers starting long before you could afford to pay for it yourself. 00:23 Speaker A Your parents paid. 00:26 Speaker A Your parents paid. 00:27 Speaker A I I couldn't decide whether to show you more or show you less. And so I I made it so that you couldn't see any. 00:36 Speaker A So we're going to go through this schematic for the rest of the time. 00:43 Speaker A This is my best slide. Every time I I ask my I ask the team, what's my best slide? Repeatedly, this was it. 00:48 Speaker A They say, don't do it, Jensen. Don't do it. 00:52 Speaker A I said, no. 00:54 Speaker A This these seats are free 00:58 Speaker A for some of you. 01:01 Speaker A So this is your price of admission. 01:02 Speaker A Your parents paid for you to be Nvidia customers and every single year they paid up year after year after year until someday you became an amazing computer scientist and became a proper customer. 01:14 Speaker A a proper developer. 01:16 Speaker A But this is, this is the house that GeForce made. 01:19 Speaker A Now, I don't know if you guys feel the same way, but $500 billion is an enormous amount of revenue. 01:28 Speaker A Not one impressed. 01:36 Speaker A I know why you're not impressed because all of you had record years. 01:40 Speaker A The largest percentage of attendees at this GTC is from the financial Services industry. 01:45 Speaker A I know. I I'm hoping it's developers, not traders. 01:49 Speaker A Guys, 01:51 Speaker A And Dylan Patel had a quote. He accused me of sandbagging. 01:57 Speaker A He accused me of sandbagging. He says, Jensen sandbagged. It's actually 50 times. And he's not wrong. 02:02 Speaker A He's not wrong. 02:08 Speaker A There was a Monkey King, 02:11 Sp...
After a tumultuous past week, the broader equity markets witnessed an uptrend yesterday as oil prices cooled with the U.S. administration allowing Iranian oil tankers to pass safely through the Strait of Hormuz. Oil prices had earlier surged to record highs as traffic in the critical shipping route had halted since the war between Iran and Israel, backed by the United States, began. As tensions es...
After a tumultuous past week, the broader equity markets witnessed an uptrend yesterday as oil prices cooled with the U.S. administration allowing Iranian oil tankers to pass safely through the Strait of Hormuz. Oil prices had earlier surged to record highs as traffic in the critical shipping route had halted since the war between Iran and Israel, backed by the United States, began. As tensions escalated and spread into the neighboring countries, crude oil prices soared to as high as $120 a barrel, sending shockwaves throughout global bourses. This forced the International Energy Agency to release one of the largest oil reserves to stem the oil price volatility. President Trump has vowed to form a coalition of countries to escort ships through the Strait to rein in oil prices, propelling the stock markets from the doom and gloom. As investors employ a wait-and-see approach in a classic example of “backing and filling” in the market, they can benefit from “cash cow” stocks that garner higher returns. However, identifying cash-rich stocks alone does not make for a solid investment proposition unless it is backed by attractive efficiency ratios, such as return on equity (ROE). A high ROE ensures that the company is reinvesting cash at a high rate of return. Ross Stores, Inc. ROST, Globe Life Inc. GL, Broadcom Inc. AVGO, Colgate-Palmolive Company CL and TE Connectivity plc TEL are some of the stocks with high ROE to profit from. ROE: A Key Metric ROE = Net Income/Shareholders’ Equity ROE helps investors distinguish profit-generating companies from profit burners and is useful in determining the financial health of a company. In other words, this financial metric enables investors to identify companies that diligently deploy cash for higher returns. Moreover, ROE is often used to compare the profitability of a company with other firms in the industry; the higher, the better. It measures how well a company is multiplying its profits without investing new equity capital an...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Eaton (NYSE:ETN) has introduced its Beam Rubin DSX platform, built with NVIDIA, to support modular AI factory infrastructure. The company has also closed its acquisition of Boyd Thermal, adding advanced liquid cooling capabilities to its portfolio. Together, these moves expand Eaton’s end to...
Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Eaton (NYSE:ETN) has introduced its Beam Rubin DSX platform, built with NVIDIA, to support modular AI factory infrastructure. The company has also closed its acquisition of Boyd Thermal, adding advanced liquid cooling capabilities to its portfolio. Together, these moves expand Eaton’s end to end power and cooling offerings for data centers and AI focused power markets. Eaton enters this news cycle with its shares at $361.04 and a 1 year return of 23.0%, alongside a 3 year return of 130.0% and 5 year return of 190.6%. The recent 7 day return of 2.0% contrasts with a 30 day return that shows a 7.2% decline, while year to date performance stands at 10.3%. This context illustrates how NYSE:ETN trading activity is often discussed in connection with interest in AI and data center build out themes. For investors tracking AI infrastructure, these announcements highlight how Eaton is aligning its product set with power hungry and thermally challenging workloads. The combination of an NVIDIA enabled AI factory platform and liquid cooling from Boyd Thermal gives Eaton a more defined role in helping customers plan and scale data center and AI deployments, an area that many investors may monitor as demand for power and cooling solutions continues to evolve. Stay updated on the most important news stories for Eaton by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Eaton. NYSE:ETN Earnings & Revenue Growth as at Mar 2026 We've flagged 2 risks for Eaton. See which could impact your investment. Eaton’s Beam Rubin DSX launch with NVIDIA and the completed Boyd Thermal deal both point to a clearer pitch to large AI and cloud customers. By combining grid-to-chip power architecture, digital twins for design in NVIDIA Omniverse, and high density liquid cooling from Boyd, Eaton is offering more of the stack that hypersca...
US Pending Home Sales Barely Bounce Off Record Lows Despite Tumbling Rates In Feb After reaching a record low last month - with the decline blamed on weather - pending home sales bounced modestly in February (up 1.8% MoM vs -0.6% MoM exp and -10.% MoM prior). Year-over-year home sales continue to decline (down 0.6% YoY)... Source: Bloomberg ...just barely off of all-time-record lows... Source: Blo...
US Pending Home Sales Barely Bounce Off Record Lows Despite Tumbling Rates In Feb After reaching a record low last month - with the decline blamed on weather - pending home sales bounced modestly in February (up 1.8% MoM vs -0.6% MoM exp and -10.% MoM prior). Year-over-year home sales continue to decline (down 0.6% YoY)... Source: Bloomberg ...just barely off of all-time-record lows... Source: Bloomberg Pending home sales in the South, the biggest home-selling region in the country, increased 2.7%. They rose 4.6% in the Midwest and edged up in the West. Contract signings dropped in the Northeast. Mortgage-rates have tumbled (to their lowest since 2022) - helping affordability - so what is holding pending home sales back? Source: Bloomberg “The slight gain in pending contracts appears to be driven by improved affordability conditions. However, those conditions could reverse if higher oil prices lead to an uptick in mortgage rates,” NAR Chief Economist Lawrence Yun said in a statement. Indeed, it certainly won't help in April that in the first week of March, mortgage rates jumped by the most since September as war with Iran sparked concerns about inflation. Housing affordability has been a key issue ahead of November’s midterm election. President Trump has taken several steps to boost home ownership, including signing two executive orders last week aimed at improving access to mortgage credit and easing environmental rules to speed up development projects. As a reminder, pending-homes sales tend to be a leading indicator for previously owned homes, as houses typically go under contract a month or two before they’re sold. Tyler Durden Tue, 03/17/2026 - 10:08
Palantir Technologies Inc (NASDAQ:PLTR) is one of the Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. Cathie Wood’s ARK decreased its stake in Palantir Technologies Inc (NASDAQ:PLTR) by 20% in the fourth quarter to $574.5 million. Overall, the stock saw an increase in hedge fund sentiment as 89 funds in Insider Monkey’s database reported positions in the company in the fourth quarter, up from 8...
Palantir Technologies Inc (NASDAQ:PLTR) is one of the Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy. Cathie Wood’s ARK decreased its stake in Palantir Technologies Inc (NASDAQ:PLTR) by 20% in the fourth quarter to $574.5 million. Overall, the stock saw an increase in hedge fund sentiment as 89 funds in Insider Monkey’s database reported positions in the company in the fourth quarter, up from 81 funds in the previous quarter. Palantir Technologies Inc (NASDAQ:PLTR) is down 10% so far this year, but some believe it’s positioned to rebound amid rising geopolitical tensions across the globe. The company makes AI-powered battlefield software and data analytics systems used by militaries and governments for surveillance and defense purposes. Four of the US government’s major defense contractors use Palantir software. Palantir Technologies Inc (NASDAQ:PLTR)’s commercial business growth has risen over the past few quarters due to the adoption of its AI platform (AIP). It is also looking to diversify its business and form partnerships with other countries beyond the US. Legacy Ridge Capital Management stated the following regarding Palantir Technologies Inc. (NASDAQ:PLTR) in its fourth quarter 2025 investor letter:
Is META a good stock to buy? We came across a bullish thesis on Meta Platforms, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on META. Meta Platforms, Inc.'s share was trading at $627.45 as of March 16th. META’s trailing and forward P/E were 26.71 and 21.01 respectively according to Yahoo Finance. Peloton Interactive (PTON) Reports $81M ...
Is META a good stock to buy? We came across a bullish thesis on Meta Platforms, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on META. Meta Platforms, Inc.'s share was trading at $627.45 as of March 16th. META’s trailing and forward P/E were 26.71 and 21.01 respectively according to Yahoo Finance. Peloton Interactive (PTON) Reports $81M Adjusted EBITDA, 52% Net Debt Reduction Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) headsets, and AI glasses in the United States and internationally. META reported strong Q3 2025 results, with revenue reaching $51.2 billion, up 26% year over year, driven almost entirely by advertising. Ad impressions rose 14% while the average price per ad increased 10%, supported by higher engagement and improved video monetization. Operating income reached $20.5 billion, implying a 40% margin, though net income fell to $2.7 billion due to a one-time deferred tax write-down; adjusted net income excluding this item would have been $18.6 billion. Read More: 15 AI Stocks That Are Quietly Making Investors Rich Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential Despite robust top-line performance, expenses rose 32% to $30.7 billion, outpacing revenue growth due to AI-related hiring, legal costs, and infrastructure expansion, while capital expenditures surged to $19.4 billion, prompting full-year guidance to $70–72 billion, with further acceleration expected in 2026. Meta’s Reels platform surpassed a $50 billion annual revenue run rate, and automated ad solutions exceeded $60 billion, reinforcing the company’s dominant position in digital advertising. Key challenges include rising compute intensity, continued losses at Reality Labs, and regulatory risks in the EU and U.S., which could impact margins if not mitigated. The ...
Is META a good stock to buy? We came across a bullish thesis on Meta Platforms, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on META. Meta Platforms, Inc.'s share was trading at $627.45 as of March 16th. META’s trailing and forward P/E were 26.71 and 21.01 respectively according to Yahoo Finance. Peloton Interactive (PTON) Reports $81M ...
Is META a good stock to buy? We came across a bullish thesis on Meta Platforms, Inc. on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on META. Meta Platforms, Inc.'s share was trading at $627.45 as of March 16th. META’s trailing and forward P/E were 26.71 and 21.01 respectively according to Yahoo Finance. Peloton Interactive (PTON) Reports $81M Adjusted EBITDA, 52% Net Debt Reduction Meta Platforms, Inc. engages in the development of products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) headsets, and AI glasses in the United States and internationally. META reported strong Q3 2025 results, with revenue reaching $51.2 billion, up 26% year over year, driven almost entirely by advertising. Ad impressions rose 14% while the average price per ad increased 10%, supported by higher engagement and improved video monetization. Operating income reached $20.5 billion, implying a 40% margin, though net income fell to $2.7 billion due to a one-time deferred tax write-down; adjusted net income excluding this item would have been $18.6 billion. Read More: 15 AI Stocks That Are Quietly Making Investors Rich Read More: Undervalued AI Stock Poised For Massive Gains: 10000% Upside Potential Despite robust top-line performance, expenses rose 32% to $30.7 billion, outpacing revenue growth due to AI-related hiring, legal costs, and infrastructure expansion, while capital expenditures surged to $19.4 billion, prompting full-year guidance to $70–72 billion, with further acceleration expected in 2026. Meta’s Reels platform surpassed a $50 billion annual revenue run rate, and automated ad solutions exceeded $60 billion, reinforcing the company’s dominant position in digital advertising. Key challenges include rising compute intensity, continued losses at Reality Labs, and regulatory risks in the EU and U.S., which could impact margins if not mitigated. The ...
Police and the media have backed a “reset” in relations between officers and journalists, after a prolonged period of distrust since the handling of the Nicola Bulley case in 2023. Bulley’s disappearance in Lancashire led to significant fallout between the police and the press, with media outlets saying a lack of access and information allowed incorrect assertions and conspiracy theories about the...
Police and the media have backed a “reset” in relations between officers and journalists, after a prolonged period of distrust since the handling of the Nicola Bulley case in 2023. Bulley’s disappearance in Lancashire led to significant fallout between the police and the press, with media outlets saying a lack of access and information allowed incorrect assertions and conspiracy theories about the case to gain ground. Senior figures on both sides also believe the reluctance of forces to engage with the media followed the 2011 Leveson inquiry into the ethics of the press. Crime journalists say relations have become so bad that some forces do not have a phone number for a press office available on their websites. However, a “policing and media charter”, launched at a Society of Editors conference in London, aims to improve relations by making it clear to officers that they can have a relationship with the media. The charter states engagement between police in England and Wales and the media is “encouraged for officers and staff of all ranks and roles if there is a policing purpose”. It also commits to “regular, meaningful interaction” between police and recognised reporters. Andy Marsh, the chief executive of the College of Policing, said he hoped it would mark “a resetting of the relationship between the police and the media”. The Bulley case gained global interest, generating 6,500 news articles globally in a single day at its peak. On TikTok, videos that featured the hashtag of Bulley’s name had 270m views. Lancashire Constabulary stated early on that there was no evidence of suspicious activity or the involvement of anyone else, adding that their working hypothesis was that she had fallen into the River Wyre. That proved to be correct. However, an independent investigation into the case’s handling found that a series of early communication failures led to “external voices being able to dominate the narrative surrounding the case”. It found that a failure to brief ...