J Studios/DigitalVision via Getty Images Introduction If you follow me then it's likely you know I've been cautious on the BDC ( BIZD ) sector for close to a year now. Not because I'm trying to instill fear in investors, but due to increased macro uncertainty and suspected rate cuts. In prior articles, I've discussed waiting until late 2026 or beyond to consider BDCs due to suspected dividend cuts...
J Studios/DigitalVision via Getty Images Introduction If you follow me then it's likely you know I've been cautious on the BDC ( BIZD ) sector for close to a year now. Not because I'm trying to instill fear in investors, but due to increased macro uncertainty and suspected rate cuts. In prior articles, I've discussed waiting until late 2026 or beyond to consider BDCs due to suspected dividend cuts. So far, many BDCs have reduced their dividends and I believe more are coming this year. Regarding Carlyle Secured Lending ( CGBD ), once one of my top BDCs, I believe the BDC has more than a 50% chance of reducing their dividend sometime this year. In this article, I discuss their latest earnings, fundamentals, and why I believe they could be forced to reduce the dividend sometime this year. Previous Thesis I covered Carlyle Secured Lending back in September in an article titled: Thesis Has Played Out, But Macro Uncertainty Is A Real Risk. Despite their improved portfolio quality after their merger with CSL 3, increasing economic uncertainty and suspected rate cuts were reasons I downgraded them from a buy to a hold. During their earnings, they managed to see improvements in non-accruals. But their bottom line continued to decline to $0.39 due to lower interest rates, failing to cover the base dividend of $0.40. Total investment income grew due to record originations and overall portfolio growth. Their discount of 0.85x, yield, and flexible balance sheet were all positives, but a lack of catalysts led me to believe they could underperform. Since, the BDC has done just that, down over 19% at the time of writing. The S&P ( SP500 ) is up close to 6% over the same period. Seeking Alpha Latest Quarter CGBD reported their Q4 earnings late last month and results weren't a surprise to me. As I mentioned previously, I remained cautious of the sector despite their attractive yields and discount to net asset values. Since my last coverage, CGBD has had two earnings reports and saw t...
aapsky/iStock via Getty Images Co-authored with Hidden Opportunities At High Dividend Opportunities , we have consistently emphasized a strong allocation to fixed income, in the form of individual preferred securities, baby bonds, and diversified funds in the sector. We maintain an extensive portfolio of preferred stocks and baby bonds, each a source of steady income. Most of our picks are reserve...
aapsky/iStock via Getty Images Co-authored with Hidden Opportunities At High Dividend Opportunities , we have consistently emphasized a strong allocation to fixed income, in the form of individual preferred securities, baby bonds, and diversified funds in the sector. We maintain an extensive portfolio of preferred stocks and baby bonds, each a source of steady income. Most of our picks are reserved for HDO subscribers, as this asset class is typically thinly traded or of limited interest to the general investor community. Yet, this is a niche we specialize in, and discuss at least two picks every Sunday. With interest rates being on the higher side, we have had the opportunity to add 1-2 picks every month for over a year. It is raining dividends in our fixed income portfolio, and the best part is that this asset class is quite immune to market drama. Preferred securities are like common stock, but positioned higher in the capital structure. They are entitled to pre-determined (contractual) dividend payments and come in a wide range of shapes and forms (cumulative, non-cumulative | perpetual, terminal | fixed, floating, rate-reset | redeemable, convertible). Baby bonds, on the other hand, are typically subordinated or senior unsecured bonds, and investors are entitled to non-negotiable interest payments. Baby bonds typically have set maturity dates. Author’s Creation With preferred stocks and baby bonds, we examine three key parameters – duration, quality, and coupon, and maintain a healthy balance across the spectrum for sustainable income. Yes, with rates beginning to drop, we have seen several redemptions and maturities. However, since our portfolio is well diversified across security duration, quality, and coupon, it remains rate-agnostic by design. If you think preferreds and baby bonds are boring with low returns, think again. Recently, we celebrated the full redemption of two long-term fixed-income holdings: Ladenburg Thalmann 7.00% Notes due 5/31/2028 ( LTSF ...
JHVEPhoto/iStock Editorial via Getty Images Shares of The Campbell’s Company ( CPB ) have been a poor performer over the past year, losing about a third of their value and sitting near a 52-week low. The company has struggled with weak sales in its snack division and margin pressure as it struggled to pass on input inflation. Beyond this, I have been bearish on Campbell’s given its weak balance sh...
JHVEPhoto/iStock Editorial via Getty Images Shares of The Campbell’s Company ( CPB ) have been a poor performer over the past year, losing about a third of their value and sitting near a 52-week low. The company has struggled with weak sales in its snack division and margin pressure as it struggled to pass on input inflation. Beyond this, I have been bearish on Campbell’s given its weak balance sheet with my view being it will take years for leverage to reach target. As a result of this view, I reiterated CPB as a “sell” in December , and that call has played out with shares down 12% since then. With Campbell’s set to report earnings next week and now at my $25 price target, it is a good time to revisit shares. Seeking Alpha Campbell's Q2 expectations are very low Campbell’s is scheduled to report fiscal Q2 earnings on March 11 th , and analysts expect the company to earn $0.57. Over the past quarter, there have been 15 downward revisions and not a single positive one. This speaks to the underperformance of the business and why shares have done so poorly, though with so many estimate cuts, expectations may be sufficiently low finally. Interestingly for a stock that has struggled so much, CPB hasn’t missed estimates since 2021. However, that is because CPB has at times cut its outlook while delivering a current quarter beat, leading to estimate cuts that it then beats. In this way, companies can beat estimates the day they release earnings even as those earnings are less than what was expected 3-6 months prior. Given this track record and the magnitude of estimate cuts, I expect CPB will manage an earnings beat in Q2, but the company’s outlook is more likely to drive share price performance. I see risk of a modest cut. Recent results were marred by margin pressure When the company last reported results , it beat estimates by $0.04, earning $0.77 as sales fell by 3% to $2.7 billion. Volumes fell by 3% with pricing up 1%; sales fell in both its meal & beverage and snac...
The rotation out of mega tech stocks like the "Magnificent Seven" and into other asset classes continued apace in February. Let's see who did best -- and whether that can continue. The best performing asset class during the month was developed economy stocks excluding the U.S., as measured by the Vanguard FTSE Developed Markets Index Fund ETF (VEA 2.36%). It climbed 6.1% in February and is up abou...
The rotation out of mega tech stocks like the "Magnificent Seven" and into other asset classes continued apace in February. Let's see who did best -- and whether that can continue. The best performing asset class during the month was developed economy stocks excluding the U.S., as measured by the Vanguard FTSE Developed Markets Index Fund ETF (VEA 2.36%). It climbed 6.1% in February and is up about 7.5% for the year. Expand NYSEMKT : VEA Vanguard FTSE Developed Markets ETF Today's Change ( -2.36 %) $ -1.59 Current Price $ 65.79 Key Data Points Day's Range $ 65.11 - $ 66.68 52wk Range $ 45.14 - $ 70.55 Volume 26K Gold rose 8.7% during the month, but that's a single commodity, not an asset class. Real estate investment trusts, both foreign and domestic, also did well in February. Foreign REITs were up 5.8% for the month, while U.S. REITs rose 5.4%. For comparison, the S&P 500 index was down 0.9% during February and is down about 0.7% for the year after taking a nosedive in recent days due to market jitters about the ongoing war in the Middle East. That index is weighted, so companies with the largest market caps, basically the Magnificent Seven, can move it more than others. Meanwhile, the Nasdaq-100 index was down 2.3% during the month. The largest holdings in that index are the Magnificent Seven stocks. Global investors have been diversifying away from U.S. equities The VEA ETF holds a diversified mix of large-, mid-, and small-cap stocks from advanced economies around the world. About half the index is comprised of European companies, and more than a third from Pacific nations. Canada and the Middle East make up the remainder. Stocks from those nations have done well relative to U.S. stocks in recent months because of healthy economic growth and government fiscal stimulus over the past year, as well as a growing preference among global investors for non-U.S. stocks due to tariffs and other U.S. policies implemented in 2025 and 2026. High valuations of U.S. stocks -...
Joa_Souza/iStock Unreleased via Getty Images When I look at Braskem's ( BAK ) chart over the last twelve months, I can see that a "rounded bottom" has formed since the major declines from March last year to sub-$2.50 levels in October. But then, after reaching its 52-week lows, BAK has staged a somewhat quick rebound and is trading nearly 20% above the levels it was a year ago. Data by YCharts Thr...
Joa_Souza/iStock Unreleased via Getty Images When I look at Braskem's ( BAK ) chart over the last twelve months, I can see that a "rounded bottom" has formed since the major declines from March last year to sub-$2.50 levels in October. But then, after reaching its 52-week lows, BAK has staged a somewhat quick rebound and is trading nearly 20% above the levels it was a year ago. Data by YCharts Throughout my previous coverage of BAK in mid-last year, I had adopted a pessimistic tone, as described in more detail, given three factors in particular: “The confluence of (1) the global cycle of petrochemical spreads in a prolonged downturn; (2) high leverage; and ( 3 ) serious governance problems made any more optimistic long-term investment positioning not viable at the time.” My last take on BAK's ADR at the end of last year came with a less pessimistic tone, especially with the possibility of weak governance starting to unlock. The long imbroglio with Novonor seemed to be heading for a resolution, with IG4 Capital (PE firm) embracing Braskem's high debt of R$20 billion and acquiring Novonor's stake and becoming the new controlling shareholder. But there still is the regulatory body (CADE in Brazil) in the way of approving the acquisition. On the operational side, which arguably should be the main driver of Braskem, the terrible cycle that the global petrochemical sector finds itself in could be heading to an end and create a "rock bottom" scenario. Three months on from my last update, Braskem's shares have done very well, not necessarily in the way and at the speed I expected, but certainly reflecting a lower perception of governance risk and also benefiting from a broad re-rating across Brazilian equities. With BAK's earnings due out late this month, I'll bring you an update on whether it's worth becoming more constructive on the thesis over the course of the year. The Governance Overhang is Finally Easing The news that was a recent watershed for Braskem's rally was th...
Key Points Nvidia remains the king of AI infrastructure, and the stock is surprisingly cheap. AMD has a big opportunity in CPUs for agentic AI, while it's struck some big GPU deals. TSMC is going to continue to benefit from the proliferation of advanced logic chips. 10 stocks we like better than Nvidia › Artificial intelligence (AI) continues be one of the driving factors of the market. With spend...
Key Points Nvidia remains the king of AI infrastructure, and the stock is surprisingly cheap. AMD has a big opportunity in CPUs for agentic AI, while it's struck some big GPU deals. TSMC is going to continue to benefit from the proliferation of advanced logic chips. 10 stocks we like better than Nvidia › Artificial intelligence (AI) continues be one of the driving factors of the market. With spending on AI infrastructure booming, let's look at three of the best AI stocks to buy now. These are all stocks that should see strong growth from the current AI data center buildout. Nvidia Nvidia(NASDAQ: NVDA) once again showed why it is the dominant player in AI infrastructure, reporting another stellar quarter of growth. With its stock down following its results (most likely just needing a breather following its huge run the past few years), this opens up a nice opportunity for investors to grab shares off their highs. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » In fact, the stock's valuation is quite cheap today, trading at a forward price-to-earnings (P/E) ratio below 22 based on the current-year consensus and a forward price/earnings-to-growth (PEG) ratio of just over 0.3 (with positive PEG ratios below 1 considered undervalued). Despite its massive size, Nvidia continues grow briskly, with its revenue soaring 73% to $68.1 billion in the fourth quarter. Demand for its graphics processing units (GPUs) remains insatiable, while the company has evolved into a complete AI infrastructure solution player. This could be seen in the growth of its networking portfolio, which saw its Q4 revenue surge 3.5 fold to $11 billion. Meanwhile, with its new Rubin Vera platform, Nvidia is looking to get ahead of the growth in agentic AI, which will require more central processing units (CPUs), as high-performance CPU...
Futures, Global Markets Tumble As Oil Soars Amid Fears Of Lenghty Energy Crisis Seven days into the war on Iran and markets are getting increasingly shaky. US equity futures tumbled ahead of the February jobs report, and are on pace to close the worst week for global markets since 2020 deep in the red as the selloff in global bonds deepened after another jump in oil prices fanned fears that the wa...
Futures, Global Markets Tumble As Oil Soars Amid Fears Of Lenghty Energy Crisis Seven days into the war on Iran and markets are getting increasingly shaky. US equity futures tumbled ahead of the February jobs report, and are on pace to close the worst week for global markets since 2020 deep in the red as the selloff in global bonds deepened after another jump in oil prices fanned fears that the war in the Middle East is fueling inflation. As of 8:00am ET, S&P 500 futures were 0.7% lower while contracts on the Nasdaq 100 fell 0.9% with all Mag7 names lower in premarket trading (NVDA -0.9%, GOOGL -0.6%). The yield on 10-year Treasuries climbed four basis points to 4.18%, on course for its biggest weekly advance since April as global government bonds tumble amid upside risks to inflation from higher energy prices . The dollar gained 0.2% while gold approached $5,100 an ounce. Commodities are mostly higher: Oil added another 6% with WTI now at $86.25; Oil prices are set for their strongest week since 2022, with the war in the Middle East effectively closing the Strait of Hormuz to shipping. Precious metals are mixed (gold down, silver +0.8%); base metals are lower. Overnight, the biggest catalysts was another escalation in Middle East with some articles pointing to potential shutdown in energy exports from Gulf states. Today's US economic data slate includes February jobs report, January retail sales (8:30am), December business inventories (10am) and January consumer credit (3pm). Fed speaker slate includes Waller (7:30am), Daly (8:30am, 10:15am), Goolsbee (9:50am), Paulson (10:15am), Miran (11:30am), Collins (1:20pm) and Hammack (1:30pm, 3:10pm). In premarket trading, Magnificent Seven are lowe (Microsoft -0.3%, Meta -0.5%, Tesla -0.6%, Alphabet -0.9%, Apple -0.7%, Amazon -1%, Nvidia -1.3%) Energy stocks are rising and airline stocks are declining as oil prices hit their highest level since 2024 and gas prices gained as the Iran conflict disrupted shipping through the ...
During the quarter ended December 31, 2025, Baron Health Care Fund increased 13.10%, compared with the 11.92% gain for the Russell 3000 Health Care Index and the 2.40% gain for the Russell 3000 Index. Key contributors during the quarter included Eli Lilly and Company, Cidara Therapeutics, and Argenx SE, reflecting continued momentum in areas such as GLP-1 therapies and innovation across biotechnol...
During the quarter ended December 31, 2025, Baron Health Care Fund increased 13.10%, compared with the 11.92% gain for the Russell 3000 Health Care Index and the 2.40% gain for the Russell 3000 Index. Key contributors during the quarter included Eli Lilly and Company, Cidara Therapeutics, and Argenx SE, reflecting continued momentum in areas such as GLP-1 therapies and innovation across biotechnology. Top detractors were Arcellx, Doximity, and Encompass Health. The fund added seven new positions and exited ten positions during the quarter, bringing the number of positions in the fund to 43. The firm added Thermo Fisher Scientific ( TMO ), Arcutis Biotherapeutics ( ARQT ), Welltower ( WELL ), Elanco Animal Health ( ELAN ), and Repligen ( RGEN ) during the quarter. According to the shareholder letter, the fund sold Cidara Therapeutics (CDTX) after the company announced it was being acquired by Merck for a substantial premium. It also sold Masimo ( MASI ) to raise cash for new ideas. Source: Q4 fund letter More on Thermo Fisher Scientific, Arcutis Biotherapeutics, etc. Thermo Fisher Scientific Inc. (TMO) Presents at 47th Annual Raymond James Institutional Investor Conference Transcript Elanco Animal Health Incorporated (ELAN) Presents at TD Cowen 46th Annual Health Care Conference Transcript Thermo Fisher Scientific: Recovery In Life Sciences Solutions Masimo Q4 2025 Earnings Preview Elanco targets $1.15B innovation revenue in 2026 as Big 6 launches gain momentum
Pinterest (NYSE: PINS) has plunged by 20% -- not once, but after both of its last two quarterly reports. In this video, I'll discuss the reasons for investor pessimism, as well as some of the reasons why it could be a smart move to hold on. *Stock prices used were the morning prices of March 4, 2026. The video was published on March 5, 2026. Will AI create the world's first trillionaire? Our team ...
Pinterest (NYSE: PINS) has plunged by 20% -- not once, but after both of its last two quarterly reports. In this video, I'll discuss the reasons for investor pessimism, as well as some of the reasons why it could be a smart move to hold on. *Stock prices used were the morning prices of March 4, 2026. The video was published on March 5, 2026. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Should you buy stock in Pinterest right now? Before you buy stock in Pinterest, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Pinterest wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $532,066!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,122,072!* Now, it’s worth noting Stock Advisor’s total average return is 959% — a market-crushing outperformance compared to 193% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of March 6, 2026. Matt Frankel, CFP has positions in Pinterest. The Motley Fool has positions in and recommends Pinterest. The Motley Fool has a disclosure policy. Matthew Frankel is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. The views and opinions expressed herein are ...
"This feature allows userspace to specify different floor performance levels for different CPUs. The platform firmware takes these different floor performance levels into consideration while throttling the CPUs under power/thermal constraints. The presence of this feature is advertised through bit 16 of EDX register for CPUID leaf 0x80000007. The number of distinct floor performance levels support...
"This feature allows userspace to specify different floor performance levels for different CPUs. The platform firmware takes these different floor performance levels into consideration while throttling the CPUs under power/thermal constraints. The presence of this feature is advertised through bit 16 of EDX register for CPUID leaf 0x80000007. The number of distinct floor performance levels supported on the platform will be advertised through the bits 32:39 of the MSR_AMD_CPPC_CAP1. Bits 0:7 of a new MSR MSR_AMD_CPPC_REQ2 (0xc00102b5) will be used to specify the desired floor performance level for that CPU." Patches were posted today to the Linux kernel mailing list for enabling a new feature called AMD CPPC Performance Priority as a new hardware feature being found with "future AMD processors".... Which given the timing of these patches, almost certainly means the upcoming Zen 6 processors.AMD CPPC Performance Priority is being added to the AMD P-State Linux driver used for handling of the CPU performance states / frequency scaling as part of the Linux CPUFreq power management code. AMD CPPC Performance Priority is described as:Basically the ability for the user -- or a user-space daemon or similar -- to be able to set desired performance minimums for different CPU cores that will be taken into account when making CPU power/thermal changes. This can be useful when paired with pinning important tasks to a given core and wanting to set a high performance minimum for that core(s), pinning low priority tasks to given core(s) and lowering the floor for those cores, and similar situations for having greater control over the desired minimum performance levels for different cores depending upon your setup.With these patches to the AMD P-State Linux driver, via sysfs there are new "floor_freq" and "floor_count" attributes for the system administrator or user-space daemons or similar for specifying their desired performance floor values. This is an interesting new capability ...
China on Thursday unveiled a draft blueprint of key projects for the 2026-2030 period, aimed at overcoming chokepoints to gain a steadier footing in the global tech race and its rivalry with the United States. The 15th five-year plan was released as China’s top legislature and political advisory body convened in Beijing for the annual “ two sessions ” meetings, a time when major economic prioritie...
China on Thursday unveiled a draft blueprint of key projects for the 2026-2030 period, aimed at overcoming chokepoints to gain a steadier footing in the global tech race and its rivalry with the United States. The 15th five-year plan was released as China’s top legislature and political advisory body convened in Beijing for the annual “ two sessions ” meetings, a time when major economic priorities and policy directions are formally set. Here are the major takeaways from Beijing’s sweeping plan to navigate a complex and turbulent international environment. All-front fortress The plan outline indicates that Beijing is preparing for extreme contingencies, including potential external shocks or disruptions to coastal regions. Advertisement The push to set up strategic hinterlands and backups for key industries in interior regions is expected to continue, while food self-sufficiency and stable energy production have been framed as pivotal for extreme‑scenario preparedness. On the defence front, China is prioritising increased strategic deterrence, accelerated readiness for unmanned and intelligent warfare, and the rapid adoption of emerging technologies. Advertisement Border security will also be fortified through new “strategic backbone corridors” linking Xinjiang and Tibet with the rest of the country and repairs to old ones.
CoreWeave CRWV recently reported strong fourth-quarter 2025 results, with revenue backlog reaching an impressive $66.8 billion. Backlog increased more than fourfold during 2025, reflecting strong customer commitments for its AI cloud infrastructure. These contracts provide insight into long-term demand and underpin the company’s rapid infrastructure expansion plans. Growing demand for AI infrastru...
CoreWeave CRWV recently reported strong fourth-quarter 2025 results, with revenue backlog reaching an impressive $66.8 billion. Backlog increased more than fourfold during 2025, reflecting strong customer commitments for its AI cloud infrastructure. These contracts provide insight into long-term demand and underpin the company’s rapid infrastructure expansion plans. Growing demand for AI infrastructure is driving the record backlog, as management pointed out that clients are now increasingly deploying infrastructure tied to inference use cases. CoreWeave added that it is already signing reserved instance contracts for this infrastructure before this becomes available. Longer contract duration is another key factor. Management underscored that the average weighted contract length has increased from four years to about five years, reflecting deeper customer commitments to its AI cloud platform. These commitments cover both current and previous GPU generations as part of larger customer roadmaps, with discussions already happening for future SKUs, added CRWV. CoreWeave Inc. Price, Consensus and EPS Surprise CoreWeave Inc. Price, Consensus and EPS Surprise CoreWeave Inc. price-consensus-eps-surprise-chart | CoreWeave Inc. Quote To support these long-term commitments, CoreWeave is rapidly expanding its infrastructure footprint. It ended 2025 with more than 850 megawatts of active power across 43 data centers, after adding 260 megawatts in the fourth quarter. It also contracted nearly two gigawatts of additional power in 2025, bringing total contracted capacity to more than 3.1 gigawatts. Most of this capacity is expected to come online by 2027. Management stated that it aims to add more than five gigawatts of additional data center capacity by 2030. For 2026, the company expects capital expenditures of $30 billion to $35 billion and plans to double active power capacity to more than 1.7 gigawatts. CoreWeave projects revenues to be between $12 billion and $13 billion for ...
Companies in the Technology sector have received a lot of coverage today as analysts weigh in on Ooma (OOMA – Research Report) and Broadcom (AVGO – Research Report). Ooma (OOMA) Benchmark Co. analyst Matthew Harrigan maintained a Buy rating on Ooma today and set a price target of $20.00. The company’s shares closed last Wednesday at $12.99. According to TipRanks.com, Harrigan is a 3-star analyst w...
Companies in the Technology sector have received a lot of coverage today as analysts weigh in on Ooma (OOMA – Research Report) and Broadcom (AVGO – Research Report). Ooma (OOMA) Benchmark Co. analyst Matthew Harrigan maintained a Buy rating on Ooma today and set a price target of $20.00. The company’s shares closed last Wednesday at $12.99. According to TipRanks.com, Harrigan is a 3-star analyst with an average return of 1.7% and a 52.3% success rate. Harrigan covers the NA sector, focusing on stocks such as Optimum Communications Inc Class A, Starz Entertainment Corp, and Grupo Televisa, S.A.B. ;'> The word on The Street in general, suggests a Strong Buy analyst consensus rating for Ooma with a $18.38 average price target, which is a 44.6% upside from current levels. In a report released today, TipRanks – PerPlexity also upgraded the stock to Buy with a $14.50 price target. See Insiders’ Hot Stocks on TipRanks >> Broadcom (AVGO) RBC Capital analyst Srini Pajjuri maintained a Hold rating on Broadcom yesterday and set a price target of $360.00. The company’s shares closed last Wednesday at $317.53. According to TipRanks.com, Pajjuri is a 5-star analyst with an average return of 32.5% and a 70.9% success rate. Pajjuri covers the Technology sector, focusing on stocks such as Advanced Micro Devices, Lattice Semiconductor, and ARM Holdings PLC ADR. ;'> Currently, the analyst consensus on Broadcom is a Strong Buy with an average price target of $458.98, which is a 45.4% upside from current levels. In a report released today, TipRanks – xAI also downgraded the stock to Hold with a $346.00 price target. Disclaimer & DisclosureReport an Issue
Sky_Blue/iStock Unreleased via Getty Images Container shippers A.P. Moller-Maersk ( AMKBY ) ( AMKAF ) and Hapag-Lloyd ( HPGLY ) ( HLAGF ) said Friday they suspended key shipping routes into and out of the Middle East due to escalating conflict in the region. "Following our latest risk assessment and operational review and considering the escalating conflict affecting safe navigation in the Gulf re...
Sky_Blue/iStock Unreleased via Getty Images Container shippers A.P. Moller-Maersk ( AMKBY ) ( AMKAF ) and Hapag-Lloyd ( HPGLY ) ( HLAGF ) said Friday they suspended key shipping routes into and out of the Middle East due to escalating conflict in the region. "Following our latest risk assessment and operational review and considering the escalating conflict affecting safe navigation in the Gulf region, we have made the decision to temporarily suspend the FM1 service (connecting Far East to Middle East) and as well the ME11 service (connecting Middle East to Europe)," Maersk ( AMKBY ) ( AMKAF ) said in a notice to customers. The company also said the ME1 service connecting the Middle East to Northern Europe will drop its call in Jebel Ali, United Arab Emirates. Maersk ( AMKBY ) ( AMKAF ) has already suspended all vessel crossings in the Strait of Hormuz and stopped taking all bookings for temperature-controlled and dangerous goods cargo to and from the United Arab Emirates, Oman, Iraq, Kuwait, Qatar, Bahrain, Jordan, and Saudi Arabia. Hapag-Lloyd ( HPGLY ) ( HLAGF ) said it suspended several services, including its Oman Gulf shuttle, Upper Gulf shuttle, and routes connecting Asia with the Arabian Gulf and India and the Middle East with the Mediterranean. A new service will begin operating to ensure continued reliability and operational stability, the company said. More on A.P. Møller-Maersk and Hapag-Lloyd Maersk: Upside From The Q3'25 Period With A Guidance Increase ZIM Integrated: Hapag-Lloyd $35 Offer Likely To Be Accepted ZIM Integrated Shipping Gets A Huge Buyout Offer From Hapag-Lloyd
Aalia Mahomed, 20, who was in her second year of studying a physics and philosophy degree at King's College London, died at the scene of the collision on the Strand on 18 March 2025.
Aalia Mahomed, 20, who was in her second year of studying a physics and philosophy degree at King's College London, died at the scene of the collision on the Strand on 18 March 2025.
"It's true that children still can't fully manage their own screen time or control themselves when using their phones. But if the government chooses to completely block all platforms considered "risky" for them, I feel there might be a gentler, wiser way to approach it," he said.
"It's true that children still can't fully manage their own screen time or control themselves when using their phones. But if the government chooses to completely block all platforms considered "risky" for them, I feel there might be a gentler, wiser way to approach it," he said.
Getty Images Costco Is Roaring Back Costco ( COST ) keeps surprising investors. It was only a few years ago that we saw Warren Buffett selling his whole position after two decades of ownership because of valuation concerns. People now calculate that he left over $1.5 billion on the table, and he himself admitted that selling Costco was probably a mistake . We have discussed many times how to behav...
Getty Images Costco Is Roaring Back Costco ( COST ) keeps surprising investors. It was only a few years ago that we saw Warren Buffett selling his whole position after two decades of ownership because of valuation concerns. People now calculate that he left over $1.5 billion on the table, and he himself admitted that selling Costco was probably a mistake . We have discussed many times how to behave with this stock, which is held by a cohort of shareholders who are very reluctant to let go of their shares. Even when the stock dips a bit, it still trades at high multiples, and this makes many investors pass on the opportunity to initiate a position. We saw the stock trade more or less sideways for almost two years. Yet, YTD, Costco is back to its ATHs above $1,000. In a turbulent world, where investors haven't fully made up their minds on whether AI is an opportunity or a threat and where conflict outbreaks increase fear and concern, Costco immediately stands out as the go-to, reliable, and safe pick. There are several reasons why Costco's business model is so strong and appreciated by the market. We can summarize it by saying that Costco is not really a retailer that sells goods, but a buyer on behalf of its members, who can sum up their individual bargaining power and, through Costco, obtain the best possible deals on a selected number of goods. Costco's economics, therefore, rely on top-line expansion (as most retailers do), but this is a proxy for its expansion plan and its members' commitment and engagement. This is why its true hidden gem is the membership program . When we understand that its profits come, for the most part, from its membership fees, we understand that we can truly assess the company through one metric: gross membership income, as I explained some time ago in this article . It shows that Costco is actually more similar to a subscription business under the disguise of a retailer. Costco is renowned for its ability to constantly identify good dea...
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Catherine Ashton, Former EU High Representative for Foreign Affairs & Security; Peter Oppenheimer, Goldman Sachs, Chief...
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's guests: Catherine Ashton, Former EU High Representative for Foreign Affairs & Security; Peter Oppenheimer, Goldman Sachs, Chief Global Equity Strategist; Susan Langley, City of London Lady Mayor; Philippe Salle, Atos CEO and Chairman. (Source: Bloomberg)
Here are the biggest calls on Wall Street on Friday: Baird upgrades Union Pacific to outperform from neutral Baird said investors should buy the weakness. "Overall, we remain constructive on the potential synergies associated with the transaction and believe investors should use weakness in the shares of UNP going forward to develop or increase exposure. Our new price targets for UNP and NSC are $...
Here are the biggest calls on Wall Street on Friday: Baird upgrades Union Pacific to outperform from neutral Baird said investors should buy the weakness. "Overall, we remain constructive on the potential synergies associated with the transaction and believe investors should use weakness in the shares of UNP going forward to develop or increase exposure. Our new price targets for UNP and NSC are $311 and $315, respectively. In addition, we are raising our rating on UNP to OUTPERFORM." CFRA upgrades Netflix to buy from hold The firm said it sees revenue growth. "As the industry leader, we see NFLX driving member growth, ARPU expansion with pricing power, and advertising contribute to incremental revenue growth in 2026, perhaps $1.5B to $3.0B." Read more. Barclays upgrades First Advantage to overweight from equal weight Barclays says the background check company benefits from a resilient job market. "We upgrade FA to an OW, and prefer it as our way to dip into potential 'upside' if employment stays resilient." Wells Fargo reiterates Intel as equal weight Wells says it's adding a "tactical positive call" to the stock. "Continued reassurance in Intel's roadmap execution + PC and server CPU demand could present a more compelling risk / reward." BMO upgrades Okta to outperform from market perform The firm says the company has "revenue growth durability." "We believe identity management is critical for agent adoption, and we think Okta will be one of the companies that nurtures, and benefits from, agent growth." Read more. Piper Sandler upgrades Karman Holdings to overweight from neutral Piper says the company is a beneficiary of the Middle East war. "We are upgrading Karman t o Overweight as we see the company benefitting from a potential munitions super cycle where U.S. and Allies seek to rebuild 'magazine depth' for critical munitions by replenishing stockpiles, expanding production, and refreshing technology across a number of missile programs." JPMorgan upgrades Dow t...