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Treading SoftlyInvesting GroupFollowSharePlay(10min)SummaryCanadian National Railway offers a robust, coast-to-coast network driving essential freight movement and resilient financial performance.CNI’s Q4 2025 saw 2% revenue growth, 14.3% adjusted EPS growth, and a 250 bps operating ratio improvement to 60.1%, fueled by record grain volumes and intermodal strength.With capex set to decline by 500 million CAD and a…
Wolf ReportInvesting Group LeaderFollowSharePlay(13min)SummaryJBS N.V. (JBS) remains a compelling, undervalued global protein leader, despite inherent volatility and sector challenges.4Q25 results confirm robust revenue growth, strong omniprotein model execution, and continued expansion in EMEA and legacy markets.JBS maintains a solid balance sheet with $8.2B in cash, reduced net debt, and ample liquidity to support ongoing CapEx…
Papers reveal how chemical lobby influenced policy, reversing Biden-era limits on a common carcinogenSign up for the Breaking News US email to get newsletter alerts in your inboxA new trove of chemical producer and US Environmental Protection Agency documents reveal an elaborate industry operation that killed strong regulations around formaldehyde, a highly toxic carcinogen widely…
Liz Kendall urged by online safety figures to give job to Jeremy Wright ahead of Labour peer Margaret HodgeMinisters are facing pressure to appoint a Conservative former cabinet minister as the new chair of the media regulator Ofcom, as he battles for the role against a Labour peer.The job of running the regulator has become…
Prime minister says government needs to show it is on families’ side as new screen-time guidance launched• UK politics live – latest updatesKeir Starmer has promised a “fight” with social media companies amid efforts to limit children’s use of mobile phones, tablets and TVs, as new official guidance recommends children under five spend no more…
Two others injured after sightseeing aircraft comes down on remote beach on Na Pali CoastA tourist helicopter crashed on a remote beach on the Hawaiian island of Kauai, killing three people and injuring two others, authorities said.The helicopter was carrying one pilot and four passengers when it crashed on Thursday afternoon at Kalalau Beach, the…
The deal would mean TSA staff, who screen airport passengers, baggage and cargo, would start being paid for the first time since mid-FebruarySign up for the Breaking News US email to get newsletter alerts in your inboxG7 foreign ministers met on Friday in France, following president Donald Trump’s repeated complaints that America’s allies have ignored…
Rex Heuermann, 62, who is accused of murdering seven women over 17 years, is due to appear in court next monthThe man accused in Long Island’s infamous Gilgo Beach serial killings intends to plead guilty in the case next month, according to two people familiar with his decision.Rex Heuermann, a former architect charged with murdering…
People’s payments, account details and national insurance numbers visible to other users, says Treasury committeeLloyds Banking Group exposed the personal data of nearly 500,000 customers in an IT glitch that left people’s payments, account details and national insurance numbers visible to other users, a committee of MPs has revealed.A letter from Lloyds, published by MPs…
Weak demand and global trade pressures hit ouput, with energy price rises expected to bring further dropBusiness live – latest updatesFewer cars rolled off UK production lines in February in what the industry called an “extremely worrying” slump even before the impact of the Iran war was felt.Vehicle production was 17% lower last month on…
Live Sign upShow navigation menu Live Click here to searchsearchSign upUkraine fends off increased attacks, strikes Russian oil revenueRussia may have launched an attempted spring offensive, but made no significant gains so far; Ukraine has responded by devastating Russia’s oil export terminals. Listen (7 mins)googleAdd Al Jazeera on GoogleinfoThis handout satellite image taken on March…
Live Sign upShow navigation menu Live Click here to searchsearchSign upIndia lowers fuel taxes, says rumours of lockdown ‘completely false’India, the world’s third biggest crude importer, announces measures amid shortages created by the Iran war. Listen (2 mins)googleAdd Al Jazeera on GoogleinfoJournalists report in front of the Liberia-flagged tanker Shenlong Suezmax, loaded with Saudi Arabian…
Live Sign upShow navigation menu Live Click here to searchsearchSign upWildlife killed, reefs damaged in ‘active’ Gulf of Mexico oil spillAuthorities say the oil is seeping from three sources, including a vessel that has not yet been identified. Listen (3 mins)googleAdd Al Jazeera on GoogleinfoMembers of the Mexican Navy remove tar-stained seaweed from the shoreline,…
Live Sign upShow navigation menu Live Click here to searchsearchSign up‘My heart burns with pain’: Iranian mother tells UN of Minab school attackGrieving mother Mohaddeseh Fallahat, whose two children were killed, and Iran’s foreign minister address Human Rights Council. Listen (3 mins)googleAdd Al Jazeera on GoogleinfoMore than 170 people, mostly schoolchildren, were killed in a…
Live Sign upShow navigation menu Live Click here to searchsearchSign upEXPLAINERWhat is LNG and what is it used for?Natural gas powers a quarter of the world, and almost a fifth of LNG moves through the Strait of Hormuz. Listen (8 mins)googleAdd Al Jazeera on Googleinfo(Al Jazeera)By Marium Ali and Hanna DuggalPublished On 27 Mar 202627…
Live Sign upShow navigation menu Live Click here to searchsearchSign upNepal’s youngest premier sworn in after releasing new rap song about unityBalendra Shah, 35, and his three-year-old Rastriya Swatantra Party won a landslide after Gen-Z protests toppled the former government. Listen (3 mins)googleAdd Al Jazeera on GoogleinfoRastriya Swatantra Party (RSP) leader Balendra Shah (2nd R)…
Live Sign upShow navigation menu Live Click here to searchsearchSign upYemenis fear economic consequences of being dragged into US-Iran conflictIran-allied Houthis yet to get involved in conflict, but could target shipping in Red Sea. Listen (9 mins)googleAdd Al Jazeera on GoogleinfoSupporters of Yemen’s Houthi rebels hold a placard bearing a portrait of Iran’s slain Supreme…
Written by Ezra Reguerra,Staff WriterReviewed by Bryan O'Shea,Staff EditorVietnam arrests ONUS-linked suspects in alleged crypto fraud case1 hour agoVietnam detained ONUS-linked suspects in an alleged token fraud case as police described price manipulation, false promotions and centralized market control. Listen0:00News Cointelegraph in your social feed Follow our Subscribe on …
Joseph ParrishFollowSharePlay(8min)SummaryIntuitive Machines has transformed through acquisitions and contract wins, notably a $180.4M NASA deal, expanding beyond lunar delivery.2026 revenue guidance is $900M–$1B, underpinned by a $943M backlog, but profitability remains nascent with only narrowly positive adjusted EBITDA expected.LUNR’s market cap of $4.5B appears stretched given persistent cash burn, uncertain margin expansion, and potential for…
Seeking ProfitsFollowSharePlay(9min)SummaryNavan surged 40% after strong quarterly results but remains a highly speculative, low-profit, high-growth, AI-driven corporate travel disruptor.Despite 35% revenue growth and margin expansion, NAVN’s business remains exposed to cyclical travel activity and relies heavily on transaction-based revenue.Significant share-based compensation continues to dilute true profitability, with sustainable post-SBC profits unlikely before fiscal 2029.I view…
Trend InvestingInvesting Group LeaderFollowSharePlay(35min)SummaryChina battery related flake graphite spot prices were mixed and generally flat for the past month.Graphite market news – ITC ruling blocks proposed tariffs on Chinese graphite and removes the threat of tariffs that could have exceeded 160% on some Chinese graphite imports.Graphite company news – Syrah to raise ~A$104M. Renascor completes…
Financial SerenityFollowSharePlay(9min)SummaryBitcoin is no longer driven by scarcity-based models; its price now tracks demand dynamics and correlates with high-beta tech indices.Traditional models like stock-to-flow and halving price regression have failed to predict BTC-USD’s recent performance, undermining the ‘digital gold’ narrative.Short-term headwinds stem from elevated inflation expectations, high interest rates, and geopolitical shocks, pressuring both price…
Star InvestmentsFollowSharePlay(31min)Summary91% of IREN’s revenue still comes from Bitcoin mining, but management targets $3.7 billion in ARR from AI infrastructure by late 2026, hinging on rapid project execution. Its key advantages include priority power access in Texas (Batch 0), a 7-year head start in data center construction, and strong EPC/supply chain relationships. Valuation is challenging…
Multiplo InvestFollowSharePlay(5min)SummaryThe ongoing Iran conflict has led to proposals for a costly oil shipping toll through the Strait of Hormuz, but such measures are economically unsustainable.Freight rates for VLCCs on the Middle East–China route have surged from $1.4 million to $5 million per trip, with tolls further eroding margins.Prolonged conflict and higher equilibrium oil prices…
Cain LeeFollowSharePlay(12min)SummaryCurrent market pessimism creates alpha opportunities for patient investors focused on fundamentals over fear-driven narratives. Microsoft (MSFT) trades at a forward P/E of 21.57x, well below its five-year average, despite strong earnings and cloud growth. Trinity Capital (TRIN) demonstrates resilience with rising NAV, solid dividend coverage, and declining non-accruals, outperforming the BDC sector. High-quality…
Fred PiardInvesting Group LeaderFollowSharePlay(6min)SummaryJPMorgan International Research Enhanced Equity ETF is an active ETF seeking to outperform the MSCI EAFE Index with similar risk.It closely tracks the benchmark in sector/country allocations, fundamentals, volatility, and historical returns.Despite active management, JIRE’s performance edge is minimal, but its cost advantage over EFA supports its use as a core EAFE…
Steven Cress, Quant TeamSA Quant StrategistFollowSharePlay(16min)SummaryMarket volatility reached highs not seen since Liberation Day as the Iran War sent oil prices surging while stock, gold, and bond prices sank.Despite a rebound sparked by hopes of diplomatic progress, uncertainty over next steps in the crisis, shifting rate cut expectations, and sticky inflation have weighed on stocks.A…
Max GreveFollowSharePlay(15min)SummaryDisney remains an Avoid, as risks from linear TV decline and movie franchise fatigue outweigh the upside from its Experiences segment.DIS’s $60 billion Experiences investment is largely priced in; future growth depends on revitalizing its movie pipeline to sustain park demand.Streaming will not fully offset the accelerating decline in linear TV profits, and transparency…
Ian BezekInvesting Group LeaderFollowSharePlay(10min)SummaryI believe Conagra’s risk versus reward profile is improving.Despite recent poor operating results and industry headwinds, Conagra offers strong profitability and a far above market dividend yield.Management is guiding to a return to positive organic sales growth in the back half of this fiscal year.I am bullish on CAG stock regardless of…
Harry Qelm BaabsmanFollowShareSummaryThe Steppe Eagle OEIC Ltd delivered a strong +31.71% return in 2025, outperforming the MSCI World Index by 12.22% for the year.GOOGL, initially seen as lagging in AI, rebounded with Gemini and Anthropic, though current market enthusiasm may be overextended.SaaS sector faced an unexpected ‘apocalypse’ in late 2025, with Salesforce and peers suffering…