Anand Chokkavelu has no position in any of the stocks mentioned. Lou Whiteman has positions in Upstart. Matt Frankel, CFP has positions in Upstart and has the following options: long January 2027 $35 calls on Upstart and short January 2027 $50 calls on Upstart. The Motley Fool has positions in and recommends Upstart. The Motley Fool has a disclosure policy.
Anand Chokkavelu has no position in any of the stocks mentioned. Lou Whiteman has positions in Upstart. Matt Frankel, CFP has positions in Upstart and has the following options: long January 2027 $35 calls on Upstart and short January 2027 $50 calls on Upstart. The Motley Fool has positions in and recommends Upstart. The Motley Fool has a disclosure policy.
Key Points Sold 47,996 shares of Thor Industries; estimated transaction value $4.89 million based on quarterly average price. Quarter-end position value fell by $63.05 million, reflecting both trading and stock price moves. The transaction represents 0.18% of the fund's $2.72 billion reportable AUM. Fund now holds 2,551,474 shares, valued at $203.84 million as of March 31, 2026. Thor Industries re...
Key Points Sold 47,996 shares of Thor Industries; estimated transaction value $4.89 million based on quarterly average price. Quarter-end position value fell by $63.05 million, reflecting both trading and stock price moves. The transaction represents 0.18% of the fund's $2.72 billion reportable AUM. Fund now holds 2,551,474 shares, valued at $203.84 million as of March 31, 2026. Thor Industries remains a significant position at 7.5% of AUM, making it the fund's fifth-largest holding. 10 stocks we like better than Thor Industries › What happened An SEC filing dated May 14, 2026, shows Timucuan Asset Management sold 47,996 shares of Thor Industries (NYSE:THO) during the first quarter. The estimated transaction value is $4.89 million based on the average closing price from January through March. The quarter-end value of the position decreased by $63.05 million, reflecting both trading activity and price movements. What else to know This sale left Thor Industries at 7.5% of the fund's reportable AUM at the end of the quarter. Top holdings after the filing: Charles Schwab : $277.15 million (10.2% of AUM) Installed Building Products : $219.24 million (8.1% of AUM) Somnigroup International : $217.45 million (8.0% of AUM) Analog Devices : $216.29 million (8.0% of AUM) Thor Industries: $203.84 million (7.5% of AUM) As of May 20, 2026, Thor Industries shares were trading at $74.76, down 9.7% over the past year and underperforming the S&P 500 by 34 percentage points. Company overview Metric Value Revenue (TTM) $9.93 billion Net income (TTM) $300.41 million Dividend yield 2.78% Price (as of market close May 20, 2026) $74.76 Company snapshot Thor Industries: Offers a broad portfolio of recreational vehicles (RVs), including travel trailers, motorhomes, fifth wheels, and related parts and accessories across North America and Europe. Generates revenue primarily through the design, manufacture, and sale of RVs and components, and distributes products through independent and non-fra...
US President Donald Trump said on Thursday he was sending 5,000 troops to Poland, after Washington said an earlier planned deployment had been called off amid pressure on Europe to fend for itself. Trump said the move was based on his relationship with Poland’s president Karol Nawrocki, a nationalist ally whom he said he was “proud to endorse” in elections that Nawrocki won last year. “I am please...
US President Donald Trump said on Thursday he was sending 5,000 troops to Poland, after Washington said an earlier planned deployment had been called off amid pressure on Europe to fend for itself. Trump said the move was based on his relationship with Poland’s president Karol Nawrocki, a nationalist ally whom he said he was “proud to endorse” in elections that Nawrocki won last year. “I am pleased to announce that the United States will be sending an additional 5,000 Troops to Poland,” Trump said on his Truth Social network. Advertisement Trump did not give further details, but his comments appeared to refer to a deployment of several thousand US troops to Poland whose fate has been unclear for several days. Last week US officials said the deployment of 4,000 US forces to Poland had been scrapped, the latest move by Trump’s administration to slash troop numbers and punish Nato allies for not helping with the US-Israel war on Iran. Advertisement Then Vice-President J.D. Vance said on Tuesday that the deployment of the 4,000 troops had been delayed, not cancelled, adding that Trump had not made a “final determination”.
The Guardian’s political editor, a prominent features writer and a brave young Palestinian reporter are among those to have been honoured at the Press Awards in London. The awards celebrate the best journalism across all news media publishers distributing in the UK. Pippa Crerar, the Guardian’s political editor, won Political Journalist of the Year, for work including an exclusive in 2025 on Downi...
The Guardian’s political editor, a prominent features writer and a brave young Palestinian reporter are among those to have been honoured at the Press Awards in London. The awards celebrate the best journalism across all news media publishers distributing in the UK. Pippa Crerar, the Guardian’s political editor, won Political Journalist of the Year, for work including an exclusive in 2025 on Downing Street rethinking winter fuel payment cuts after Labour’s losses in local elections. Simon Hattenstone, a prominent features writer for the Guardian, scooped Broadsheet Feature Writer of the Year. His moving account of the demise of gifted musician Joe Black, who was badly let down by his homeless hostel, was highlighted at the awards. Malak A Tantesh’s harrowing report of her two years in besieged Gaza, where she shared her experience of living with perpetual fear and uncertainty in what she described as a “war that became a gateway to hell”, won her the Young Journalist of the Year. Tantesh regularly reported from Gaza for the Guardian in the aftermath of the 7 October attack, providing a vital and rare insight at a time when international journalists were mostly banned from Gaza. Other Guardian winners included data projects editor Pamela Duncan, who won Data Journalist of the Year for her investigation into how everyday Facebook networks fuel right-wing ideas, and Saturday magazine’s Charlotte Edwardes, who went home with the Broadsheet Interviewer of the Year award. The Guardian’s podcast team won News Podcast of the Year for Missing in the Amazon, which investigated the disappearance and murder of British journalist Dom Phillips and Brazilian indigenous expert Bruno Pereira in the remote Javari Valley in 2022. Phillips reported for the Guardian from Brazil. The Guardian also won Broadsheet Front Page of the Year for American Dread. Daily Newspaper of the Year was won by The Times.
Key Points Archon Capital Management bought 519,002 TENB shares last quarter, with the estimated transaction value at $10.89 million. The quarter-end position value was $8.78 million, reflecting the newly established stake. The new stake accounts for roughly 5% of 13F assets. 10 stocks we like better than Tenable › Archon Capital Management initiated a new position in Tenable (NASDAQ:TENB), acquir...
Key Points Archon Capital Management bought 519,002 TENB shares last quarter, with the estimated transaction value at $10.89 million. The quarter-end position value was $8.78 million, reflecting the newly established stake. The new stake accounts for roughly 5% of 13F assets. 10 stocks we like better than Tenable › Archon Capital Management initiated a new position in Tenable (NASDAQ:TENB), acquiring 519,002 shares in the first quarter for an estimated $10.89 million based on quarterly average pricing, according to a May 14, 2026, SEC filing. What happened According to its SEC filing dated May 14, 2026, Archon Capital Management LLC initiated a new position in Tenable (NASDAQ:TENB), acquiring 519,002 shares during the first quarter. The estimated transaction value, based on the quarter's average share price, was $10.89 million. At quarter-end, the stake was valued at $8.78 million, reflecting the position's market value after accounting for price changes during the period. What else to know This was a new position for Archon, representing 4.95% of its 13F reportable assets under management as of March 31, 2026. Top five holdings after the filing: NASDAQ:BAND: $10.39 million (5.9% of AUM) NASDAQ:APYX: $10.30 million (5.8% of AUM) NYSE:SVV: $9.65 million (5.5% of AUM) NASDAQ:BRZE: $9.51 million (5.4% of AUM) NASDAQ:OMDA: $9.11 million (5.1% of AUM) As of Thursday, TENB shares were priced at $25.17, down about 21% over the past year and well underperforming the S&P 500, which is instead up about 27% in the same period. Company overview Metric Value Price (as of Thursday) $25.17 Market capitalization $2.8 billion Revenue (TTM) $1.02 billion Net income (TTM) ($11.8 million) Company snapshot Tenable offers cyber exposure solutions including Tenable.io, Tenable.cs, Tenable.ep, Tenable.ad, Tenable.ot, Tenable.sc, and Nessus for vulnerability management and risk assessment across IT, cloud, web applications, and operational technology environments. The firm operates a subscr...
The Trump administration plans to invest $2 billion in nine companies in the field of quantum computing, the U.S. Department of Commerce said Thursday. As with previous U.S. investments under Trump in firms including Intel and US Steel, the federal government will receive minority ownership stakes in the companies in return for the investments. Industrial technology giant IBM will receive $1 billi...
The Trump administration plans to invest $2 billion in nine companies in the field of quantum computing, the U.S. Department of Commerce said Thursday. As with previous U.S. investments under Trump in firms including Intel and US Steel, the federal government will receive minority ownership stakes in the companies in return for the investments. Industrial technology giant IBM will receive $1 billion, the largest investment overall. IBM said it will use the money to establish Anderon, a new subsidiary based in Albany, New York, that will build “America's first pure-play quantum foundry” to produce high-tech computer chips. Semiconductor manufacturer GlobalFoundries will receive $375 million, also to establish a new chip foundry, and the United States will receive a 1% ownership share in the company. The remaining seven companies, which take a variety of approaches to the developing technology, will receive smaller investments, with six receiving $100 million and one receiving $38 million. They include the publicly traded firms D-Wave Quantum, Rigetti Computing and Infleqtion. Funding for the investments comes from the CHIPS and Science Act signed by former President Joe Biden in 2022. What is it? An emerging field that uses quantum mechanics to solve problems faster than the fastest supercomputers, quantum computing has received renewed attention from investors following recent technological breakthroughs. Combined with artificial intelligence, quantum computing has the potential to sharply accelerate the process of scientific research and overturn existing protocols, making it a matter of national security in the eyes of many of its advocates. Secretary of Commerce Howard Lutnick said the investments will help the United States secure leadership in the field. “These strategic quantum technology investments will build on our domestic industry, creating thousands of high-paying American jobs while advancing American quantum capabilities,” he said in a statement releas...
Turkey Markets Crash After Court Unseats Opposition Head In Latest Erdogan Power Grab Shortly after we learned that Turkey had sold virtually all of its Treasuries in March to defend the lira after the Iran war broke out, the country was thrown into fresh political turmoil on Thursday when a Turkish court removed the leader of the country’s main opposition party in a landmark ruling that triggered...
Turkey Markets Crash After Court Unseats Opposition Head In Latest Erdogan Power Grab Shortly after we learned that Turkey had sold virtually all of its Treasuries in March to defend the lira after the Iran war broke out, the country was thrown into fresh political turmoil on Thursday when a Turkish court removed the leader of the country’s main opposition party in a landmark ruling that triggered a stock market crash, including one marketwide halt, and could strengthen President Recep Tayyip Erdogan’s grip on power while further alienating foreign capital. The Ankara appeals court annulled the results of the 2023 congress of the Republican People’s Party, known by its Turkish initials CHP, the party’s deputy chairwoman Gul Ciftci told Bloomberg on Thursday. The decision voids the election of Ozgur Ozel as CHP chairman. The party can appeal the ruling. The decision reinstates the CHP’s previous administration, including former party leader Kemal Kilicdaroglu, who lost a presidential race to Erdogan in 2023. The ruling also effectively cancels all decisions made by the party since the 2023 congress, according to the verdict. By further hollowing out the political opposition and hampering the CHP’s efforts to secure the release of Imamoglu, Erdogan’s most prominent political rival, the decision eases the president’s ability to tighten his grip on power . Imamoglu has been behind bars since March 2025. Although he’s the CHP’s presidential candidate for elections slated for 2028, he may not be eligible for the ballot due to the cancellation of his university diploma. Turkish stocks plunged after the court decision, with the benchmark Borsa Istanbul 100 Index closing 6.1% down. The sharp decline triggered a market-wide circuit breaker. Five-year credit default swaps rose 12 basis points to 253 basis points, while the lira was little changed and trading at 45.6133 per US dollar as of 6:09 p.m. Istanbul time although with little reserves left to defend the currency, we exp...
2-time NASCAR champ Kyle Busch dies at 41 after 'severe illness' toggle caption Derik Hamilton/AP CONCORD, N.C. — Kyle Busch, a two-time Cup Series champion who won more races than anyone across NASCAR's three national series, has died. He was 41. The Busch Family, Richard Childress Racing and NASCAR issued a joint statement Thursday saying that Busch died after being hospitalized. No cause of dea...
2-time NASCAR champ Kyle Busch dies at 41 after 'severe illness' toggle caption Derik Hamilton/AP CONCORD, N.C. — Kyle Busch, a two-time Cup Series champion who won more races than anyone across NASCAR's three national series, has died. He was 41. The Busch Family, Richard Childress Racing and NASCAR issued a joint statement Thursday saying that Busch died after being hospitalized. No cause of death was given. Busch's family said earlier Thursday that he was hospitalized with a "severe illness," three days before he was to compete at the Coca-Cola 600 at Charlotte Motor Speedway. Busch was the younger brother of Kurt Busch, a NASCAR Hall of Famer. "Our entire NASCAR family is heartbroken by the loss of Kyle Busch," the statement said. "A future Hall of Famer, Kyle was a rare talent, one who comes along once in a generation. He was fierce, he was passionate, he was immensely skilled and he cared deeply about the sport and fans. Sponsor Message The statement went on to say that "throughout a career that spanned more than two decades, Kyle set records in national series wins, won championships at NASCAR's highest level and fostered the next generation of drivers as an owner in the Truck Series. His sharp wit and competitive spirit sparked a deep emotional connection with race fans of every age, creating the proud and loyal 'Rowdy Nation.'" The news comes 11 days after Busch radioed into his crew near the end of a Cup Series race at Watkins Glen asking a doctor to give him a "shot" after he finished the race. According to the TV broadcast, Busch had been struggling with a sinus cold that was exacerbated by the intense G-forces and elevation changes at the New York road course. Busch finished the race in eighth place. toggle caption Terry Renna/AP Busch competed at Dover last weekend and won the Trucks Series race for Richard Childress Racing. He finished 17th at the NASCAR All-Star race. "Absolute shock. Very hard to process," veteran NASCAR driver Brad Keselowski poste...
Apart from a few exceptions, including perhaps another Manchester City player in John Stones, Tuchel has shown that reputation means little over form. If standards drop there is a line of players waiting to take advantage. Tuchel was always going to take Real Madrid midfielder Jude Bellingham, even though the England coach has expressed some doubts in the past. Aston Villa's Morgan Rogers, who net...
Apart from a few exceptions, including perhaps another Manchester City player in John Stones, Tuchel has shown that reputation means little over form. If standards drop there is a line of players waiting to take advantage. Tuchel was always going to take Real Madrid midfielder Jude Bellingham, even though the England coach has expressed some doubts in the past. Aston Villa's Morgan Rogers, who netted Aston Villa's third goal in their 3-0 Europa League triumph over Freiburg, has been trusted by Tuchel throughout his tenure. But Nottingham Forest's Morgan Gibbs-White, the joint top English scorer in the Premier League this season with 14 goals, has not done enough to get on the plane. Gibbs-White has won six England caps, but not featured since the 3-0 friendly win over Wales in October. It may be telling that his only competitive appearances under Tuchel came in the two World Cup qualifiers against minnows Andorra. Despite scoring six goals in his past six club matches, it has not changed the coach's mind. The winner looks like being Arsenal's Eberechi Eze, who has played consistently well on the ball even if the stats might not show it. Seven goals and two assists in the Gunners' Premier League title-winning campaign does not seem impressive - but he netted three goals in six World Cup qualifiers for Tuchel. Eze sat out the March friendlies through injury, opening the door for Foden and Palmer to force their way into Tuchel's plans. England drew 1-1 with Uruguay and lost 1-0 to Japan, both hugely uninspiring performances. So Eze's absence only served to prove to Tuchel just how important he could be in offering something different to Bellingham and Rogers. Eze is a player who could add pace and unpredictability, to change the way the team is playing. At one stage Foden and Palmer would be predicted to be starters, not even alternative options like Eze. Now they have to live with the reality that they are not deemed good enough, on form at least, for the squad.
Getty Images On Sunday, May 17 th , NextEra Energy ( NEE ) announced its acquisition of Dominion ( D ). The stocks reacted Monday morning with D up about 9% and NEE down about 5%. SA The largest electric utility buying one of its large peers is a big deal in the utility space. The combined company will be unprecedented in size among utilities. We have owned Dominion for years since our initial D t...
Getty Images On Sunday, May 17 th , NextEra Energy ( NEE ) announced its acquisition of Dominion ( D ). The stocks reacted Monday morning with D up about 9% and NEE down about 5%. SA The largest electric utility buying one of its large peers is a big deal in the utility space. The combined company will be unprecedented in size among utilities. We have owned Dominion for years since our initial D thesis and welcome the merger. While the jump in stock price was nice, the more actionable idea to ponder is how to play it going forward. This article will discuss the remaining opportunity in D through the merger’s completion as well as factors that could derail the merger. Opportunity as of Today Per the terms of the merger, it is an all-stock transaction in which each Dominion share will receive 0.8138 shares of NEE. Thus, there is an ongoing arbitrage that widens and contracts with the movement of each company’s share price. We track the arbitrage gap in real-time on Portfolio Income Solutions with our arbitrage tracker to ol. As of the time of writing on 5/19/26, each Dominion share converts to $73.36 of value in NEE shares. Portfolio Income Solutions Inclusive of the $4.01 of dividends to be received before closing, this implies 13.25% upside remaining in Dominion shares. As it is a stock-for-stock deal, the upside will also include the delta in NextEra’s price in the interim. While anything can happen to the market price of equities, an average year would be about +7% or ~10% over 18 months. Assuming normal utility stock behavior, total return for Dominion over the anticipated 18-month close would be roughly +23%. Since Dominion’s return is now tied to that of NEE, it behooves us to take a look at the merger from NEE’s perspective. Moderate Accretion and Straightforward Deal For a merger of its size, there is minimal integration difficulty or risk. The pre-existing Dominion teams will continue to run the utility in Virginia and the Carolinas. The main change to the D...
On May 14, 2026, Archon Capital Management disclosed in a Securities and Exchange Commission (SEC) filing that it sold out its entire position in Babcock & Wilcox Enterprises (NYSE:BW) , liquidating 1,325,045 shares for an estimated $13.93 million based on quarterly average pricing. According to an SEC filing dated May 14, 2026, Archon Capital Management sold all 1,325,045 shares of Babcock & Wilc...
On May 14, 2026, Archon Capital Management disclosed in a Securities and Exchange Commission (SEC) filing that it sold out its entire position in Babcock & Wilcox Enterprises (NYSE:BW) , liquidating 1,325,045 shares for an estimated $13.93 million based on quarterly average pricing. According to an SEC filing dated May 14, 2026, Archon Capital Management sold all 1,325,045 shares of Babcock & Wilcox Enterprises in the first quarter. The estimated transaction value was $13.93 million, calculated using the average closing price from January through March 2026. The fund reported holding zero shares of the company at quarter-end, with the position’s net value change at $8.40 million as a result. Babcock & Wilcox Enterprises, Inc. is a leading provider of energy and environmental technologies, with a diversified portfolio spanning renewable energy, emissions control, and thermal solutions. The company leverages over 150 years of industry expertise to deliver critical infrastructure and sustainability solutions to industrial and utility clients worldwide. Its scale and technical breadth position it as a key partner for customers seeking to modernize operations and meet evolving regulatory standards. Continue reading
But the state's Department of Corrections said that while its medical team did find a primary IV line to carry out the lethal injection, they could not find a suitable second vein to establish a backup line, which is required under lethal injection execution protocol.
But the state's Department of Corrections said that while its medical team did find a primary IV line to carry out the lethal injection, they could not find a suitable second vein to establish a backup line, which is required under lethal injection execution protocol.
Key Points Archon Capital Management established a new position in Oceaneering International with 208,000 shares purchased last quarter; the estimated trade size was $6.73 million (based on quarterly average prices). Meanwhile, the quarter-end value of the stake was $7.38 million. The transaction value was equivalent to approximately 3.8% of 13F reportable assets under management (AUM). 10 stocks ...
Key Points Archon Capital Management established a new position in Oceaneering International with 208,000 shares purchased last quarter; the estimated trade size was $6.73 million (based on quarterly average prices). Meanwhile, the quarter-end value of the stake was $7.38 million. The transaction value was equivalent to approximately 3.8% of 13F reportable assets under management (AUM). 10 stocks we like better than Oceaneering International › On May 14, 2026, Archon Capital Management disclosed a new position in Oceaneering International (NYSE:OII), acquiring 208,000 shares in a transaction estimated at $6.73 million based on quarterly average pricing. What happened According to a SEC filing dated May 14, 2026, Archon Capital Management initiated a new position in Oceaneering International by purchasing 208,000 shares. The estimated transaction value, based on average share pricing during the first quarter, was $6.73 million. The quarter-end value of the stake reached $7.38 million, a figure that incorporates both share acquisition and subsequent price appreciation. What else to know Top five holdings after this filing: NASDAQ:BAND: $10.39 million (5.87% of AUM) NASDAQ:APYX: $10.30 million (5.8% of AUM) NYSE:SVV: $9.65 million (5.45% of AUM) NASDAQ:BRZE: $9.51 million (5.37% of AUM) NASDAQ:OMDA: $9.11 million (5.1% of AUM) As of Thursday, Oceaneering International shares were priced at $38.48, up nearly 105% over the past year and well outperforming the S&P 500, which is instead up about 27% in the same period. Company Overview Metric Value Revenue (TTM) $2.80 billion Net Income (TTM) $339.49 million Market Capitalization $4 billion Price (as of market close 2026-05-14) $38.48 Company Snapshot Oceaneering International provides engineered services, subsea robotics, manufactured products, and digital solutions for the offshore energy, defense, aerospace, manufacturing, and entertainment sectors. The firm generates revenue through subsea robotics operations, manufact...
Hong Kong’s senior counsel have been a feature of the city’s common law justice system since its early days. The first such appointment was made in 1865. The legal sector has seen many changes over the years, but the role of the “silks” remains as important as ever. They are leaders of the profession. Six new senior counsel were admitted at an annual ceremony on Saturday. Chief Justice Andrew Cheu...
Hong Kong’s senior counsel have been a feature of the city’s common law justice system since its early days. The first such appointment was made in 1865. The legal sector has seen many changes over the years, but the role of the “silks” remains as important as ever. They are leaders of the profession. Six new senior counsel were admitted at an annual ceremony on Saturday. Chief Justice Andrew Cheung Kui-nung stressed the significance of the lawyers in maintaining public confidence in the city’s administration of justice. Advertisement He pointed out that they are selected not on the basis of their seniority but because of their legal learning, areas of expertise, advocacy skills, judgment and integrity. These attributes must be consistently demonstrated over time. Charles Chan, Eugene Yim, Martin Wong, Calvin Cheuk, Bonnie Cheng and Charles Hollander were admitted this year. They have excelled in a diverse range of specialities, including criminal law, family law, construction cases, medical negligence and commercial law. Their expertise in a wide range of areas helps ensure the community has access to the legal advice and representation it needs. Advertisement The ceremony also highlighted the enduring importance of advocacy – the oral delivery of legal arguments in court. This is easy to overlook at a time of rapid technological advances, but it continues to lie at the heart of the system, helping shape the development of the city’s jurisprudence.