The hours-long closure of El Paso airspace stemmed from the use of an anti-drone laser deployed by Customs and Border Protection, according to reports from The New York Times and the Associated Press . Sources tell The Times that CBP officials didn't give the Federal Aviation Administration "enough time to assess the risks to commercial aircraft," leading to the abrupt shutdown. On Wednesday, the ...
The hours-long closure of El Paso airspace stemmed from the use of an anti-drone laser deployed by Customs and Border Protection, according to reports from The New York Times and the Associated Press . Sources tell The Times that CBP officials didn't give the Federal Aviation Administration "enough time to assess the risks to commercial aircraft," leading to the abrupt shutdown. On Wednesday, the FAA closed the airspace around El Paso International Airport, citing "special security reasons." The move impacted commercial flights and emergency medical transportation. Though the agency initially said the closure would last 10 days, it reopened … Read the full story at The Verge.
The Good Brigade/DigitalVision via Getty Images When Opendoor Technologies Inc. ( OPEN ) stock was making waves last year, I thought the company’s valuation made little sense. Last September, I highlighted 2 reasons to sell OPEN stock and never look back. I thought Opendoor’s core business was deteriorating behind the curtains. I also believed its capital-light pivot will not address profitability...
The Good Brigade/DigitalVision via Getty Images When Opendoor Technologies Inc. ( OPEN ) stock was making waves last year, I thought the company’s valuation made little sense. Last September, I highlighted 2 reasons to sell OPEN stock and never look back. I thought Opendoor’s core business was deteriorating behind the curtains. I also believed its capital-light pivot will not address profitability challenges for quite some time. Since then, OPEN stock has declined by over 50%. A couple of months later, in November 2025, I published another article discussing why the housing market decoupling story told by Opendoor’s new CEO fails to capture the whole truth , as this new strategy forces the company to rely on transaction volume to secure growth. After an evaluation of the macro outlook for the real estate sector, I am changing my stance on OPEN stock as I believe it satisfies my conditions to qualify as a high beta play on the expected recovery of the housing market. Institutional Sentiment Is Shifting The U.S. real estate sector has gone through a lot of pain in the past few years. Several reasons have contributed to these challenges, including persistently elevated mortgage rates (peak rates of around 8% in 2023), a surge in home prices that limited affordability, and inventory shortages that led to a housing shortage of anywhere between 2 million and 5 million units, depending on the data source. These challenges limited institutional investments in the real estate sector as a whole in the past few years. Today, interestingly, institutional sentiment seems to be shifting in favor of a recovery. Recent macro studies and published research reports signal that a recovery of the real estate sector is on the cards this year. According to PERE’s Perspectives Study for 2026, 45% of institutional investors are willing to deploy more capital into real estate investments this year compared to 2025. According to PERE, this would be the highest level of capital deployment int...
Massive production ambitions are meeting a painfully slow start. "For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow," Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk recently wrote on X. Tesla is set to begin producing the Cybercab robotaxi in April, as it also works toward bringing its Optimus humanoid robot into production. The two-seat Cybercab is ...
Massive production ambitions are meeting a painfully slow start. "For Cybercab and Optimus, almost everything is new, so the early production rate will be agonizingly slow," Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk recently wrote on X. Tesla is set to begin producing the Cybercab robotaxi in April, as it also works toward bringing its Optimus humanoid robot into production. The two-seat Cybercab is designed without a steering wheel or pedals, is expected to cost about $25,000, and is part of Musk'
watch now VIDEO 3:02 03:02 Sen. Tillis: Committee investigation into Powell doesn't address the issue of the prosecution Money Movers Sen. Thom Tillis , R-N.C., on Thursday rejected a proposal aimed at ending the Department of Justice's controversial criminal probe into Federal Reserve Chair Jerome Powell and clearing a path for his successor, Kevin Warsh , to be confirmed. The proposed off-ramp, ...
watch now VIDEO 3:02 03:02 Sen. Tillis: Committee investigation into Powell doesn't address the issue of the prosecution Money Movers Sen. Thom Tillis , R-N.C., on Thursday rejected a proposal aimed at ending the Department of Justice's controversial criminal probe into Federal Reserve Chair Jerome Powell and clearing a path for his successor, Kevin Warsh , to be confirmed. The proposed off-ramp, which has been floated by at least one Republican lawmaker this week, would see the Powell investigation handed off from the DOJ to the Senate Banking Committee. The idea is an attempt to thread a political needle: It would drop the threat of criminal prosecution against Powell – which spurred Tillis, a Banking Committee member, to declare a blockade on Warsh – while still satisfying President Donald Trump, who supports the DOJ probe. But Tillis poured cold water on that proposal Thursday morning. "I'm not going to have an investigation out there," Tillis told reporters on Capitol Hill. "We have to have an independent Fed. And we can't finesse this." Read more CNBC politics coverage Watch Pam Bondi hearing: AG touts record Dow as Democrats grill her over Trump, Epstein Trump Canada tariffs face House vote after Republican leaders fail to block rebellion These Democrats aren’t ready to jettison big business as party stalwarts shift left DC grand jury declines to indict Sens. Kelly, Slotkin for seditious conspiracy: MS Now "They either need to move forward with a compelling investigation that convinces me I was wrong, or resolve the current investigation and move on," he said. Asked specifically about the idea of the Banking Committee taking the reins from DOJ, Tillis was unmoved. "We do oversight, we don't prosecute," he said. "I do believe that the administration was surprised by it and that they weren't aware of it," he said of the White House not having a heads up about the DOJ's investigation. "But at the end of the day, if that's not resolved, I'm not going to allow a s...
TGS ASA press release ( TGSNF ): Q4 2025 Revenue of USD 363 million(-26.2% Y/Y) beats by $1.6M . EBITDA of USD 227 million. High order inflow of USD 598 million—total order backlog of USD 706 million. Maintaining dividend of USD 0.155 per share More on TGS ASA TGS ASA (TGSGY) Q4 2025 Earnings Call Transcript Seeking Alpha’s Quant Rating on TGS ASA Historical earnings data for TGS ASA Dividend scor...
TGS ASA press release ( TGSNF ): Q4 2025 Revenue of USD 363 million(-26.2% Y/Y) beats by $1.6M . EBITDA of USD 227 million. High order inflow of USD 598 million—total order backlog of USD 706 million. Maintaining dividend of USD 0.155 per share More on TGS ASA TGS ASA (TGSGY) Q4 2025 Earnings Call Transcript Seeking Alpha’s Quant Rating on TGS ASA Historical earnings data for TGS ASA Dividend scorecard for TGS ASA Financial information for TGS ASA
Andrey Semenov/iStock via Getty Images Nebius Q4 Earnings Results The selloff of Nebius Group N.V. ( NBIS ) is a result of expectations and not a problem with the company itself. The Q4 revenue of $227.7 million missed the market estimate of $247 million. Although the adjusted EBITDA is positive, it missed market expectations. When a stock is trading for acceleration, even a small miss on revenue ...
Andrey Semenov/iStock via Getty Images Nebius Q4 Earnings Results The selloff of Nebius Group N.V. ( NBIS ) is a result of expectations and not a problem with the company itself. The Q4 revenue of $227.7 million missed the market estimate of $247 million. Although the adjusted EBITDA is positive, it missed market expectations. When a stock is trading for acceleration, even a small miss on revenue is considered a problem of execution. The increase in the net loss, resulting from approximately $2 billion in quarterly capital expenditures, amplified concerns. However, this is expansion capital and not defensive capital. Demand is sold out, annual recurring revenue is at $1.25 billion, and the company reaffirmed its ARR target of $7 to $9 billion for 2026, with more than half contracted. Since my last coverage about a month ago, NBIS is down by 13%. I believe this is a reset in expectations, not a reset in fundamentals, and I am more bullish than ever on the stock. Data by YCharts Active vs. Contracted: The Power Gap That Defines Nebius’ Upside Capacity is what defines the model. Nebius exited 2025 with around 170 megawatts of active power, which means the GPUs are installed and generating revenue. This is more than the initial target of 100 megawatts. This, to me, is proof that the company can grow its physical infrastructure faster than it had modeled internally. Yet it has more than 2 gigawatts of contracted power already in hand, which is a measure of site control and electric contracts, and it has a target to get to over 3 gigawatts by the end of 2026. Active power drives revenue, but contracted power drives scale. In 2026, Nebius wants to convert all of that pipeline into 800 megawatts to 1 gigawatt of connected power. This is what drives the $7 to $9 billion ARR target. What I think matters most is the speed to conversion, not the size of the pipeline. Letter to Shareholders Q4 2025 The 2026 Infrastructure Surge I think Nebius is actually scaling physically, not ...
Theatre503, London Olga Braga’s award-winning play captures the suffocating tensions of a household as war looms – finding flashes of tenderness amid the rising threat Olga Braga’s stark new play, the winner of Theatre503’s international playwriting award, is a grim portrait of war in Ukraine. This smartly wrought and tightly packed production clings to the moments before Russia’s full-scale invas...
Theatre503, London Olga Braga’s award-winning play captures the suffocating tensions of a household as war looms – finding flashes of tenderness amid the rising threat Olga Braga’s stark new play, the winner of Theatre503’s international playwriting award, is a grim portrait of war in Ukraine. This smartly wrought and tightly packed production clings to the moments before Russia’s full-scale invasion of the Donbas in 2022, as Braga conjures a bleak microcosm of war in a cramped Ukrainian home. Every element of this sometimes overloaded show works hard, with already high tensions within the household increasing as the external threat of Russian occupation creeps closer. Director Anthony Simpson-Pike makes ambitious use of the small stage in his first show as artistic director, while Niall McKeever’s set feigns simplicity only to rip itself impressively apart when invasion strikes. Continue reading...
Demographic trends are important because markets often take the supply side of the economy for granted, which shouldn’t be the case, Wellington Management Macro Strategist Mike Medeiros says on the latest edition of the Macro Matters podcast, hosted by Ira Jersey, Bloomberg Intelligence’s chief US interest-rate strategist. The duo discuss the importance of demographic trends for government policy,...
Demographic trends are important because markets often take the supply side of the economy for granted, which shouldn’t be the case, Wellington Management Macro Strategist Mike Medeiros says on the latest edition of the Macro Matters podcast, hosted by Ira Jersey, Bloomberg Intelligence’s chief US interest-rate strategist. The duo discuss the importance of demographic trends for government policy, deficits, investment demand and other factors. Of particular influence is the aging population, but
In a style that feels nostalgic and nascent, Bree O'Donnell is crafting her singular vision of a 3D witch named Mary. Through the tiny window of short clips on Instagram and TikTok, Mary's world seems enchanting and vast. Bree's work exudes melancholic emotion and ethereal femininity, painting the surfaces of Mary's world in the vibrating style of stop-motion animation, dappled with sparkling ligh...
In a style that feels nostalgic and nascent, Bree O'Donnell is crafting her singular vision of a 3D witch named Mary. Through the tiny window of short clips on Instagram and TikTok, Mary's world seems enchanting and vast. Bree's work exudes melancholic emotion and ethereal femininity, painting the surfaces of Mary's world in the vibrating style of stop-motion animation, dappled with sparkling light and computer-generated surfaces so convincing it feels like you could pose the model with your own hands. O'Donnell sat down with us to talk a bit about her process creating textures and her life's work making magic real. Can you tell me a litt … Read the full story at The Verge.
The Apple Vision Pro is finally getting an official visionOS YouTube app on Thursday. With the visionOS YouTube app, you'll be able to watch all videos available on YouTube, including standard videos, Shorts, 3D, 360, and VR180 videos, Apple spokesperson Corey Nord tells The Verge . The Vision Pro launched more than two years ago, but it hasn't had an official YouTube app until now. Ahead of the r...
The Apple Vision Pro is finally getting an official visionOS YouTube app on Thursday. With the visionOS YouTube app, you'll be able to watch all videos available on YouTube, including standard videos, Shorts, 3D, 360, and VR180 videos, Apple spokesperson Corey Nord tells The Verge . The Vision Pro launched more than two years ago, but it hasn't had an official YouTube app until now. Ahead of the release of the Vision Pro, YouTube said that it wasn't planning to build a native app for the platform. But a few days after the headset hit store shelves, YouTube changed course and said that a Vision Pro app was "on our roadmap." That was in early … Read the full story at The Verge.
United Parcel Service (NYSE: UPS) appears to have hit a key turning point in 2025 as it looks to revamp its business. Still, the stock fell around 20% last year. Even after rising off its lows, the stock is still down by roughly 50% from its 2022 highs. Is now the time to buy UPS stock? A huge spike in demand for package delivery during the coronavirus pandemic's height led investors to push UPS' ...
United Parcel Service (NYSE: UPS) appears to have hit a key turning point in 2025 as it looks to revamp its business. Still, the stock fell around 20% last year. Even after rising off its lows, the stock is still down by roughly 50% from its 2022 highs. Is now the time to buy UPS stock? A huge spike in demand for package delivery during the coronavirus pandemic's height led investors to push UPS' stock price to lofty levels. When that demand spike faded, as the world grew accustomed to COVID-19, investors moved on to other trades, and UPS' stock began to fall. UPS made the situation worse by announcing plans for a major corporate overhaul. Image source: Getty Images. Continue reading