This article first appeared on GuruFocus. Amazon (NASDAQ:AMZN) is drawing extraordinary investor interest for its latest bond offering, with the company attracting roughly $126 billion in peak demand for the US deal, according to people familiar with the matter. The scale of orders places the transaction among the largest corporate bond sales on record and suggests that investor appetite for debt ...
This article first appeared on GuruFocus. Amazon (NASDAQ:AMZN) is drawing extraordinary investor interest for its latest bond offering, with the company attracting roughly $126 billion in peak demand for the US deal, according to people familiar with the matter. The scale of orders places the transaction among the largest corporate bond sales on record and suggests that investor appetite for debt issued by hyperscale technology companies could remain resilient even as markets navigate rising uncertainty tied to the widening conflict in the Middle East and its possible implications for the US economy. Amazon is approaching the US high-grade debt market with a structure that could include as many as 11 tranches, offering maturities ranging from two to 50 years. The structure appears designed to capture demand across a wide range of investors seeking different duration exposures. At the same time, the company is also marketing an eight-part bond offering in the European high-grade primary market, indicating that Amazon is tapping multiple global funding channels as it raises capital. The scale of demand places the offering near the top tier of recent corporate bond deals. The roughly $126 billion order book sits just below the approximately $129 billion of demand seen for Oracle's (NYSE:ORCL) bond sale last month, while exceeding the roughly $125 billion of orders recorded for Meta Platforms' (NASDAQ:META) offering in October. JPMorgan and Goldman Sachs are among the banks managing the transaction, with HSBC and Citigroup also participating, though the institutions declined to comment or did not immediately respond to requests for comment.
A private foundation co-founded by former real estate tycoon Rene Benko has collapsed into insolvency after a court ruled it owed sovereign wealth fund Mubadala Investment Co . about €1 billion ($1.2 billion) on soured investments. Laura Privatstiftung filed for insolvency in Innsbruck, deeming it didn’t have the means to meet its obligations to Mubadala, it said in a statement. The foundation was...
A private foundation co-founded by former real estate tycoon Rene Benko has collapsed into insolvency after a court ruled it owed sovereign wealth fund Mubadala Investment Co . about €1 billion ($1.2 billion) on soured investments. Laura Privatstiftung filed for insolvency in Innsbruck, deeming it didn’t have the means to meet its obligations to Mubadala, it said in a statement. The foundation was co-founded by Benko in 2006, and some of its units became deeply intertwined with the financing of his sprawling Signa real estate and retail empire. Mubadala pursued Laura Privatstiftung as well as other companies and trusts linked to Benko at the International Court of Arbitration. The court found it had the right to recoup funds from some of them related to its investments with Signa. The arbitration is just one strand of the legal battles resulting from the financial meltdown of Signa which at its height held a portfolio worth more than €20 billion of some of Europe’s most luxurious real estate, including London’s Selfridges department store and Berlin’s KaDeWe. Rising interest rates and regulatory scrutiny of banks’ exposure to Signa pushed its largest holding companies into insolvency in 2023. Creditors and administrators are still working their way through the damage to recover money. Read more: Mubadala’s €700 Million Signa Award Tests Austria Insolvency Laura Privatstiftung fully owns at least 25 subsidiaries in Austria, and has stakes in 10 others, the KSV1870 creditor association said in a separate statement. It may also hold business interests abroad, it said. The insolvency of the private foundation may have a knock-on effect for the other insolvent Signa entities, whose administrators have asserted claims against the foundation in an attempt to claw back cash for creditors. Benko is being held in custody in Austria and has been found guilty of insolvency fraud. He has appealed the verdicts and denies wrongdoing. Prosecutors in several other nations are invest...
SHERIDAN, Wyo., March 11, 2026 /PRNewswire/ -- Analysts from 4dev.com, in partnership with venture club The Ventures, have released the Contractor Market Report 2025 — a study examining how companies worldwide are reshaping hiring and payment practices in favor of independent specialists. The report finds that in 2024, contractors generated $1.5 trillion in client revenue, with independent work no...
SHERIDAN, Wyo., March 11, 2026 /PRNewswire/ -- Analysts from 4dev.com, in partnership with venture club The Ventures, have released the Contractor Market Report 2025 — a study examining how companies worldwide are reshaping hiring and payment practices in favor of independent specialists. The report finds that in 2024, contractors generated $1.5 trillion in client revenue, with independent work now accounting for 47% of the global workforce. The research shows the market is shifting from an "employees-only" approach to a hybrid model, where contractors contribute not just to development but also to operationally critical functions like support, finance, and HR. Key findings Large enterprises have institutionalized the contractor model. For example, the report highlights Google, with 54% contractors and 46% full-time employees, reshaping traditional corporate hiring structures. Companies plan to engage contractors more frequently than to expand their permanent headcount. In 2025, 48% of global CEOs planned to hire contractors. In the UK, 53% of small and mid-sized businesses expected to hire contractors, compared to just 21% planning to increase permanent staff. Remote hiring is widely perceived as higher quality. 83% of recruiters said remote work improved candidate quality. Meanwhile, 90% of contractors in Europe are not seeking full-time employment; instead, they choose contracting as a sustainable career path. Geography Demand and jurisdictions are shifting : platform data indicates the U.S. as the primary demand driver, joined by global business hubs such as Cyprus and the UAE. Among emerging tech hubs, Armenia and Estonia distinguish themselves. The leading countries where companies using 4dev.com to pay contractors are based include the United States, Cyprus, the UAE, the United Kingdom, Armenia, and Estonia. Companies are expanding their search for talent. The report highlights Argentina, Georgia, and Serbia as regions where businesses are increasingly sourci...
ATRenew ( RERE ) declares $0.10/ADS cash dividend . The board has approved a cash dividend for the fiscal year 2025 (the "FY2025 Cash Dividend") to implement its three-year shareholder return plan adopted in August 2025. The total amount of cash to be distributed for the FY2025 Cash Dividend is expected to be approximately US$23.5 million. Payable April 24; for shareholders of record April 6; ex-d...
ATRenew ( RERE ) declares $0.10/ADS cash dividend . The board has approved a cash dividend for the fiscal year 2025 (the "FY2025 Cash Dividend") to implement its three-year shareholder return plan adopted in August 2025. The total amount of cash to be distributed for the FY2025 Cash Dividend is expected to be approximately US$23.5 million. Payable April 24; for shareholders of record April 6; ex-div April 6. See RERE Dividend Scorecard, Yield Chart, & Dividend Growth. More on ATRenew Seeking Alpha’s Quant Rating on ATRenew Historical earnings data for ATRenew Financial information for ATRenew
This article first appeared on GuruFocus. Stocks pushed higher as investors responded to fresh signals from the energy market, with a report of a potential emergency oil release offering a measure of relief after days of oil-driven volatility. The MSCI Asia Pacific Index climbed 1.3% for a second straight day of gains, while US equity-index futures advanced about 0.4% after the Wall Street Journal...
This article first appeared on GuruFocus. Stocks pushed higher as investors responded to fresh signals from the energy market, with a report of a potential emergency oil release offering a measure of relief after days of oil-driven volatility. The MSCI Asia Pacific Index climbed 1.3% for a second straight day of gains, while US equity-index futures advanced about 0.4% after the Wall Street Journal reported that the International Energy Agency proposed what could be the largest crude reserve release in its history. Brent crude initially dropped more than 1% on the report before fluctuating to trade below $88 a barrel, suggesting that expectations of coordinated supply support may be helping stabilize market sentiment. Technology shares led the regional advance, reflecting the view among investors that the sector may be less directly exposed to disruptions tied to the Middle East conflict. A regional technology gauge climbed about 2.8%, with companies including Tencent Holdings among the gainers. Optimism also strengthened after Oracle (NYSE:ORCL) jumped roughly 8% in aftermarket trading following stronger-than-expected revenue, reinforcing the perception that parts of the technology sector could remain resilient even as broader markets react to geopolitical developments. Even so, volatility across markets remains elevated as the conflict involving Iran enters its second week and uncertainty around energy supply continues to influence trading. Confusion briefly added to the turbulence after US Energy Secretary Chris Wright posted, then deleted, a message suggesting the US Navy had escorted an oil tanker through the Strait of Hormuz, before the White House said no such operation had occurred. President Donald Trump has warned Iran against laying mines in the critical shipping route, which typically handles about a fifth of global oil flows, leaving investors watching closely to see whether regional energy flows normalize or whether continued disruption could shape infl...
Target Hospitality (TH) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of a loss of $0.1. This compares to earnings of $0.12 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -45.21%. A quarter ago, it was expected that this company would post a loss of $0.04 per share when it ac...
Target Hospitality (TH) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of a loss of $0.1. This compares to earnings of $0.12 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -45.21%. A quarter ago, it was expected that this company would post a loss of $0.04 per share when it actually produced a loss of $0.01, delivering a surprise of +75%. Over the last four quarters, the company has surpassed consensus EPS estimates just once. Target Hospitality, which belongs to the Zacks Leisure and Recreation Services industry, posted revenues of $89.78 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 5.37%. This compares to year-ago revenues of $83.69 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Target Hospitality shares have lost about 0.4% since the beginning of the year versus the S&P 500's decline of 0.9%. What's Next for Target Hospitality? While Target Hospitality has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of ea...
utah778/iStock via Getty Images Subadvisor (since 11/16/22): Westfield Capital Management Company, L.P. Portfolio Manager(s): William A. Muggia Matthew R. Renna Benchmark 1 Name: Russell 3000 Growth Health Care Index Investment Philosophy: The Harbor Health Care ETF ( MEDI ) primarily invests in companies engaged in the research, development, production, or distribution of health care-related prod...
utah778/iStock via Getty Images Subadvisor (since 11/16/22): Westfield Capital Management Company, L.P. Portfolio Manager(s): William A. Muggia Matthew R. Renna Benchmark 1 Name: Russell 3000 Growth Health Care Index Investment Philosophy: The Harbor Health Care ETF ( MEDI ) primarily invests in companies engaged in the research, development, production, or distribution of health care-related products and services. The Fund is a concentrated portfolio (30 to 50 holdings) of companies that Westfield believes are best positioned to benefit from the growth and innovation within the U.S. health care system, with long-term alpha potential. The portfolio is diversified across health care industry groups and market capitalizations. Performance Average Annual Returns Ticker CUSIP 3 Months YTD 1 Yr. 3 Yr. 5 Yr. 10 Yr. Since Inception Inception Date Gross Expense Ratio % Harbor Health Care ETF (NAV) MEDI 41151J869 10.43% 27.09% 27.09% 16.83% N/A N/A 16.81% 11/16/2022 0.80 Harbor Health Care ETF (Market) MEDI 41151J869 10.38% 27.07% 27.07% 16.86% N/A N/A 17.08% 11/16/2022 0.80 Russell 3000® Growth Health Care Index 16.71% 21.87% 21.87% 13.35% N/A N/A 13.50% 11/16/2022 The Fund’s returns achieved during certain periods shown were unusual and an investor should not expect such performance to be sustained. Click to enlarge Manager Commentary “We remain constructive on Health Care entering 2026. Secular drivers — aging demographics, rising system costs, and ongoing innovation — continue to support long-term growth.” Westfield Capital Management Company, L.P. Market in Review The relative performance of Health Care equities improved during the fourth quarter of 2025, as the sector participated in a broader market rally that expanded beyond the narrow group of AI beneficiaries. Performance late in the year reflected growing investor interest in previously underappreciated areas such as biotechnology, medtech, and life sciences tools. Importantly, this rotation occurred in tandem wit...
BKV ( NYSE: BKV ) on Wednesday priced an underwritten public offering of 9.69M common shares, including 5.55M shares offered by the company and 4.14M by selling stockholder Bedrock Energy Partners, for estimated gross proceeds of about $261.7M. The underwriter has a 30-day option to purchase up to an additional 1.45M common shares on the same terms. The offering is expected to close on March 12, 2...
BKV ( NYSE: BKV ) on Wednesday priced an underwritten public offering of 9.69M common shares, including 5.55M shares offered by the company and 4.14M by selling stockholder Bedrock Energy Partners, for estimated gross proceeds of about $261.7M. The underwriter has a 30-day option to purchase up to an additional 1.45M common shares on the same terms. The offering is expected to close on March 12, 2026. The company intends to use the net proceeds for general corporate purposes, including working capital, operating expenses, and capital expenditures. RBC Capital Markets, LLC is acting as the sole underwriter for the offering. Shares -5.11%. Press release . More on BKV BKV Corporation 2025 Q4 - Results - Earnings Call Presentation BKV Corporation (BKV) Q4 2025 Earnings Call Transcript BKV Corporation: Growth On The Edge Of Execution BKV announces launch of public offering of common stock BKV outlines 1.5M ton CCUS injection target by 2028 while expanding power investments
Analysts across Wall Street were happy after Oracle delivered stronger-than-expected fiscal third-quarter results , with accelerating cloud infrastructure growth helping ease concerns about the scale and profitability of its artificial intelligence infrastructure investments. The software giant reported adjusted earnings of $1.79 per share on revenue of $17.19 billion. Analysts polled by LSEG had ...
Analysts across Wall Street were happy after Oracle delivered stronger-than-expected fiscal third-quarter results , with accelerating cloud infrastructure growth helping ease concerns about the scale and profitability of its artificial intelligence infrastructure investments. The software giant reported adjusted earnings of $1.79 per share on revenue of $17.19 billion. Analysts polled by LSEG had expected earnings of $1.70 per share and $16.91 billion in revenue. Oracle also reported $8.9 billion in total cloud revenue, beating the $8.85 billion StreetAccount consensus. This figure represents a 44% increase. The $4.9 billion it reported in cloud infrastructure is an 84% surge and was also stronger than the 68% growth Oracle had reported in the prior quarter. Guidance was also better than expected. "Executing to the high-end of guidance for Cloud and Total revenues, with op margins ahead of consensus, should begin to reassure investors on Oracle's ability to execute to a large opportunity ahead," added Morgan Stanley analyst Keith Weiss. Shares rallied more than 10% in the premarket following the results and strong guidance. The gain is a welcomed one as the stock enters Wednesday's session down more than 10% year to date. "With skepticism and debate around the profitability of AI infrastructure (not just Oracle's), it was helpful to hear disclosure of a blended 32% gross margin across all AI capacity delivered in the quarter relative to the company's 30% benchmark," said Deutsche Bank's Brad Zelnick. The report even led JPMorgan's Mark Murphy to upgrade the stock to overweight. Here's what analysts at some of Wall Street's biggest shops had to say. JPMorgan: overweight rating, $210 price target JPMorgan analyst Mark Murphy upgraded the stock from neutral. His price target, down from $230, still implies about 41% upside. "While the earnings call provided limited incremental color on OpenAI and Stargate, the absence of negative news or RPO-writedown may be interpreted...
Jeff Currie, chief strategy officer at Carlyle Energy Pathways, explains why the release of oil reserves is a “miniscule offset” to the disruption of oil flows and says the damage to supply chains from the Iran war will take months to unwind. (Source: Bloomberg)
Jeff Currie, chief strategy officer at Carlyle Energy Pathways, explains why the release of oil reserves is a “miniscule offset” to the disruption of oil flows and says the damage to supply chains from the Iran war will take months to unwind. (Source: Bloomberg)
Welcome to our guide to the commodities driving the global economy. Today, reporters Nathan Risser and Barbara Powell look at the impact of the Middle East war on US refiners. Almost 7 million barrels a day of oil supply has been cut in the Middle East due to the effective closure of the Strait of Hormuz. The impact has been global and hasn’t spared the US, despite the country’s position as the la...
Welcome to our guide to the commodities driving the global economy. Today, reporters Nathan Risser and Barbara Powell look at the impact of the Middle East war on US refiners. Almost 7 million barrels a day of oil supply has been cut in the Middle East due to the effective closure of the Strait of Hormuz. The impact has been global and hasn’t spared the US, despite the country’s position as the largest crude producer. A handful of US refiners still rely on oil shipped from the Middle East. On the East Coast, two PBF Energy Inc. facilities imported about 85,000 barrels of Middle East crude daily last year, while in Texas — the US refining epicenter — about 150,000 barrels per day went to several coastal plants. In California, plants owned by Chevron Corp. and Marathon Petroleum Corp. processed about 230,000 barrels from the region each day in 2025. The state is particularly exposed to a global oil price shock, after two other major refineries there closed in the last 12 months. Californian drivers already pay more than $5 a gallon for gasoline, considerably more than than national average. That said, the US has mostly weaned itself off oil from the Persian Gulf over the last decade or more, after the shale revolution boosted domestic production and turned the country into a net exporter of crude. Overall, American refineries process 16 million barrels a day of crude. Middle Eastern imports account for just a sliver of that total — about half a million barrels each day. Still, those imports highlight the current limits of American Energy Dominance, the Trump administration’s doctrine promoting abundance and self-reliance focused on fossil fuels. For the affected refiners, there are alternatives to Middle Eastern cargoes. But they face competition. Crude from the Gulf of Mexico, Canada and Alaska has already seen price spikes as international buyers bid for the oil in the wake of US and Israeli air strikes on Iran. Instead, US refiners may have to look further south. A...
Company introduces production-ready agentic AI blueprints for real-time research and signal intelligence SAN JOSE, Calif., March 11, 2026--(BUSINESS WIRE)--KX, a global leader in real-time, time-series, and AI-driven analytics, today announced general availability of two capital markets agentic AI blueprints developed in collaboration with NVIDIA: an AI Research Assistant and Trading Signal Agents...
Company introduces production-ready agentic AI blueprints for real-time research and signal intelligence SAN JOSE, Calif., March 11, 2026--(BUSINESS WIRE)--KX, a global leader in real-time, time-series, and AI-driven analytics, today announced general availability of two capital markets agentic AI blueprints developed in collaboration with NVIDIA: an AI Research Assistant and Trading Signal Agents. KX will demonstrate both blueprints at NVIDIA GTC 2026, showcasing how capital markets firms can operationalize real-time decision intelligence across research, trading, and risk teams using the NVIDIA AI Factory stack. Available now, the KX AI Research Assistant blueprint is designed to accelerate research workflows by improving retrieval, summarization, and synthesis across structured market data, unstructured content, and proprietary documents used for earnings, filings, and investment research. The KX Trading Signal Agents blueprint is designed to help teams discover, validate, and monitor signals in real time by aligning multi-modal information in market time and producing governed outputs that can be evaluated and incorporated into trading and risk processes. Built on NVIDIA accelerated computing and NVIDIA AI Enterprise software, including NVIDIA NeMo Retriever, NVIDIA Nemotron embedding models, and NVIDIA NIM microservices, the blueprint combines GPU-accelerated vector indexing and search through KDB.AI’s integration with NVIDIA cuVS, along with KDB-X, KX’s time-series native analytics platform. This integration delivers a unified solution for capital markets that enables temporal AI, ensuring AI systems understand not just what happened, but when it happened. By aligning data to event time and computing point-in-time correct context, the solution supports sub-second responsiveness and repeatable, auditable workflows at enterprise scale. These autonomous, goal-oriented agents operate directly on live data streams and coordinate across workflows to deliver validate...