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Taiwan's defence ministry said deliveries of delayed F-16V fighters will commence this year, following a visit by senior defence officials to Lockheed Martin's assembly line in South Carolina. Lockheed says production is running at full capacity on a two-shift schedule with several hundred staff assigned to complete remaining aircraft, while Taiwan…
A UBS analysis highlights that Europe’s exposure to a potential Middle East blockade is driven more by market mechanics than by the physical share of regional supply. With only about 11% of Europe’s LNG and 12% of its oil originating in the Middle East, the continent still faces price and logistics risks because of contract flexibility, shipping co…
An executive order issued by President Donald Trump directs federal agencies to protect an exclusive broadcast window for the annual Army-Navy football game, which has been played on the second weekend of December since 2009. The directive asks the FCC chairperson to work with the College Football Playoff committee, the NCAA and media partners to p…
Foreign ministers of the G7 issued a joint declaration signaling readiness to take necessary steps to stabilize global energy markets and protect critical maritime routes. The statement censured what it called "reckless attacks" on civilian and energy infrastructure, blamed on the Islamic Republic of Iran and its proxies, and stressed the importanc…
U.S. President Donald Trump issued a 48-hour ultimatum for Iran to fully reopen the Strait of Hormuz, warning that failure to remove threats to the waterway would prompt strikes on the country's major power plants. The order follows weeks of maritime disruption that have reduced tanker traffic to near zero and forced Gulf producers to cut output, p…
A regional analyst warns that geopolitical turmoil and temporary energy facility shutdowns could shrink Qatar's 2026 GDP by as much as 13%, forcing the state to consider selling overseas assets, including prime real estate and banking stakes in Europe and the U.S., to plug budget gaps. Credit ratings remain stable but carry caution about prolonged …
Ukrainian and U.S. negotiators have gathered in Florida for a weekend of talks aimed at shaping a framework for a comprehensive settlement to the four-year conflict. Diplomacy has emphasized technical agreements - notably on drone technology and defense partnerships - even as the fundamental disagreement over the Donbas region persists as the princ…
Russian equities finished the Saturday session with the MOEX Russia Index unchanged at the close. Major listed names cited in trading updates - AFK Sistema, Aeroflot and ROSSETI - showed no price movement at the close. Market breadth and volatility readings reported no change, while commodity and FX prices shifted, with crude and Brent rising and g…
Mahdi Mirzahosseini, a 41-year-old who opened his own butcher shop about a year ago, has not been seen since a double strike destroyed a mixed-use commercial and residential complex. Rescue teams have recovered six bodies and 18 survivors; Mirzahosseini remains the only person unaccounted for as family members and recovery crews continue searching …
Bernstein argues that a durable rebound in home improvement spending hinges on improved housing affordability, most importantly through lower mortgage rates and steadier home prices. Persistent high borrowing costs, rising home values relative to incomes, and elevated remodeling expenses have suppressed turnover and discouraged discretionary projec…
Federal Reserve Chair Jerome Powell praised Paul Volcker’s readiness to withstand political pressure as he accepted the Paul A. Volcker Public Integrity Award in a taped video, drawing parallels as he himself faces sustained political criticism, an active Department of Justice probe, and efforts by the administration to influence Fed policy and lea…
A recent Bernstein study frames AI leadership as a function of raw compute capacity, which depends on energy supply, data center buildout and semiconductor efficiency. Today the U.S. holds about 35 zettaFLOPS of AI compute versus China’s roughly 5 zettaFLOPS. China’s strength in electricity generation and rapid capacity additions could enable it to…
Bahrain’s government says a U.S.-made Patriot air defence system intercepted an Iranian drone over the Sitra residential area on March 9, preventing what officials say would have been a deadly strike. The kingdom reported 32 civilians injured from the broader incident and said multiple Iranian drone attacks occurred that day. U.S. Central Command h…
On March 21, Elon Musk said he would cover pay for Transportation Security Administration officers who are approaching a second unpaid work period as a multi-week funding lapse at the Department of Homeland Security continues. The announcement comes as airports report prolonged screening times and airlines warn that staff absences among roughly 50,…
Sprout Social (SPT) is trading near its 52-week low after a bruising year for software multiples. Recent product launches, a $55M acquisition, and a clear move to positive free cash flow have pushed valuation into a deep-value range. This trade idea recommends buying SPT at current levels with a long-term (180 trading days) target of $11.00 and a p…
Credo Technology reported $407M in quarterly revenue with 68.5% gross margins and 200%+ YoY growth, yet the market has punished the stock into the low $100s. With a $19B market cap, healthy free cash flow, and an expanding product moat in Active Electrical Cables and SerDes chiplets, this is an actionable long: entry $104.22, stop $92.00, target $1…
American Airlines (AAL) is trading near $10.63 after a sector-wide selloff driven by a spike in jet-fuel expectations. Valuation metrics (market cap ~$6.9B, EV/Sales 0.66, P/E ~62) and an oversold technical profile (RSI ~31) create a defined, asymmetric mid-term trade: buy near $10.40 with a stop at $9.40 and a target at $13.50 over the next 45 tra…
NetApp combines durable profitability, a tidy free cash flow profile, and direct exposure to hybrid-cloud storage needs that scale with AI inference. With a market cap near $20B, attractive cash generation and an EV/EBITDA of ~11.8, the stock looks well positioned for a multi-month run as enterprises deploy inference infrastructure. This trade idea…
Super Micro's stock has collapsed after a federal indictment tied to alleged illegal exports of GPU servers. The combination of regulatory risk, customer flight risk, and reputational damage creates a high-probability near-term downside trade. I recommend a mid-term short with clear entry, stop and target while monitoring legal developments and ord…
United Airlines has alerted employees that climbing fuel costs tied to the Iran conflict are starting to squeeze the airline sector, even as passenger demand remains robust. The company is preparing for a scenario in which oil reaches $175 per barrel and stays high through 2027, and will reduce roughly 5% of planned capacity in the near term while …
Canton Network's architecture and growing institutional interest make it one of the more compelling infra plays in crypto-finance. With execution lining up and developer activity accelerating, I am adding to my position and laying out a clear trade: entry at $2.50, stop at $1.75, target at $7.50 over a 180 trading day horizon.
Bernstein has outlined six principal elements it sees as defining an evolving Bitcoin market structure. The firm says corporate accumulation, new structured products, strong corporate balance sheets, expanding ETF inflows, rising concentration among long-term holders, and growing institutional and sovereign holdings are together shifting Bitcoin aw…
AGNC's monthly $0.12 dividend, double-digit yield and cheap valuation metrics make a case for a tactical long. Technical oversold signals, elevated short activity and a near-term ex-dividend date create a defined trade with asymmetric upside if mortgage spreads remain stable and funding costs stay contained.
Amkor (AMKR) is executing on an advanced packaging ramp that showed up in Q4 beats and gives management confidence for double-digit revenue growth in FY26-FY27. The business mixes strong free cash flow, modest leverage and solid guidance, supporting a tactical long. Trade plan: enter at $46.50, stop $42.00, target $65.00 over a long-term horizon (1…
Regal Rexnord (RRX) is a cash-generative industrial play on automation, motors and power transmission. The company is not a bargain — P/E ~42 and EV/EBITDA ~13.5 imply expectations for steady growth — but strong free cash flow ($893M last reported), a $11.66B market cap and a conservative balance sheet make a disciplined long trade reasonable. The …
