11 hours ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Europe's AI winners spent Monday discovering how quickly momentum can work in reverse, as investors dumped the semiconductor companies most exposed to the infrastructure boom behind increasingly powerful models.
ASML lost more than 5% while French semiconductor-materials specialist Soitec fell roughly 13%, showing that the same AI exposure that had recently justified higher forecasts and valuations can become painful when investors start questioning the pace of future spending.
The sell-off followed calls from some of the most prominent figures in artificial intelligence for a more cautious pace of frontier-model development, with concerns focused on the risks created as systems become more autonomous and capable.
That was enough to trigger a global unwind in the companies most closely ****** ociated with AI infrastructure. In Europe, ASML fell about 5.2%, ASM International dropped 8.7%, Infineon lost 7.6% and Soitec was the worst performer in the Stoxx 600 with a decline of roughly 12.6%.
#asml #investors #semiconductor #fell
Europe's AI winners spent Monday discovering how quickly momentum can work in reverse, as investors dumped the semiconductor companies most exposed to the infrastructure boom behind increasingly powerful models.
ASML lost more than 5% while French semiconductor-materials specialist Soitec fell roughly 13%, showing that the same AI exposure that had recently justified higher forecasts and valuations can become painful when investors start questioning the pace of future spending.
The sell-off followed calls from some of the most prominent figures in artificial intelligence for a more cautious pace of frontier-model development, with concerns focused on the risks created as systems become more autonomous and capable.
That was enough to trigger a global unwind in the companies most closely ****** ociated with AI infrastructure. In Europe, ASML fell about 5.2%, ASM International dropped 8.7%, Infineon lost 7.6% and Soitec was the worst performer in the Stoxx 600 with a decline of roughly 12.6%.
#asml #investors #semiconductor #fell
3 days ago
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Gold doesn't rise or fall because of a single economic event. Its price reflects the decisions of millions of investors, central banks, manufacturers, jewelers, and others around the world. Those decisions are shaped by changing economic conditions and future expectations.
Understanding what drives the price of gold means learning how multiple forces interact. Sometimes they reinforce one another. Sometimes they pull in opposite directions. That's why different headlines can describe the same market move from different angles.
Every second the global gold market is open, buyers and sellers are negotiating a price — but they're not all buying gold for the same reason.
An investor may be looking to diversify a portfolio. A jewelry manufacturer may need gold for finished products. A technology company may use it in electronic components. A central bank may be increasing its reserves. Another investor may believe interest rates are about to fall.
#Gold #price #economic #different
Gold doesn't rise or fall because of a single economic event. Its price reflects the decisions of millions of investors, central banks, manufacturers, jewelers, and others around the world. Those decisions are shaped by changing economic conditions and future expectations.
Understanding what drives the price of gold means learning how multiple forces interact. Sometimes they reinforce one another. Sometimes they pull in opposite directions. That's why different headlines can describe the same market move from different angles.
Every second the global gold market is open, buyers and sellers are negotiating a price — but they're not all buying gold for the same reason.
An investor may be looking to diversify a portfolio. A jewelry manufacturer may need gold for finished products. A technology company may use it in electronic components. A central bank may be increasing its reserves. Another investor may believe interest rates are about to fall.
#Gold #price #economic #different
4 days ago
During a September 8 episode of Mad Money, Jim Cramer examined the broader aerospace ecosystem following GE Aerospace's (NYSE:GE) nearly $12 billion agreement to acquire castings specialist Consolidated Precision Products (CPP). Commenting on the strategic importance of supply chain control and the enduring strength of commercial and defense aviation despite rising oil prices, Cramer stated:
I still believe in the data center, but I also want to open your eyes to other opportunities. This morning, for example, GE Aerospace spent nearly $12 billion to buy a castings company called Consolidated Precision Products to integrate this key segment into its supply chain. It's vital for both commercial aircraft and particularly defense, both of which are booming. Now, on a day where oil's up, you might not want to focus on anything airline related, but travel's been booming the whole time, the whole time the Iranian war's been going on. This acquisition will pay off quickly for GE, making it more likely that they can accelerate production. This is also good news, therefore, for Boeing, a huge customer of GE that needs to boost its production speed.
GE is relatively close to its highs, deservedly so. Boeing? Nowhere near its high. Yet the order book is full. Last week, there was this negative article about how Boeing is being hurt by the problem-filled Spirit AeroSystems acquisition. It made that one two years ago. But that actually had to be done because Boeing, like GE Aerospace, needs to get better control of its supply chain. Aha, you say, who needs that kind of problem? Boeing just reported its slowest deliveries in 4 months. I come back and say, wait a second. First, the problems from the Spirit deal are now behind them. You know what? The story is actually old news.
Plus, CEO Kelly Ortberg has made it clear that orders would be lumpy. I knew that. And look, I know the high price of oil, particularly jet fuel, is bad news for the airlines. But the higher price of fuel also makes these new engines and airplanes far more valuable than before. Why? They're way more energy efficient. It's a good situation that has nothing to do with the data center. It does require more, better tech that AI can help with.
GE Aerospace (NYSE:GE) and The Boeing Company (NYSE:BA) represent two distinct pillars of the aerospace manufacturing ecosystem, operating at massive commercial scale. GE Aerospace reported second-quarter revenue of $13.3 billion, up 21% year-over-year, driven by strong commercial engine services and record internal shop visit output. Its total order backlog extends past $210 billion, supported by sustained airline demand for propulsion systems and aftermarket maintenance.
#boeing #chain #consolidated
I still believe in the data center, but I also want to open your eyes to other opportunities. This morning, for example, GE Aerospace spent nearly $12 billion to buy a castings company called Consolidated Precision Products to integrate this key segment into its supply chain. It's vital for both commercial aircraft and particularly defense, both of which are booming. Now, on a day where oil's up, you might not want to focus on anything airline related, but travel's been booming the whole time, the whole time the Iranian war's been going on. This acquisition will pay off quickly for GE, making it more likely that they can accelerate production. This is also good news, therefore, for Boeing, a huge customer of GE that needs to boost its production speed.
GE is relatively close to its highs, deservedly so. Boeing? Nowhere near its high. Yet the order book is full. Last week, there was this negative article about how Boeing is being hurt by the problem-filled Spirit AeroSystems acquisition. It made that one two years ago. But that actually had to be done because Boeing, like GE Aerospace, needs to get better control of its supply chain. Aha, you say, who needs that kind of problem? Boeing just reported its slowest deliveries in 4 months. I come back and say, wait a second. First, the problems from the Spirit deal are now behind them. You know what? The story is actually old news.
Plus, CEO Kelly Ortberg has made it clear that orders would be lumpy. I knew that. And look, I know the high price of oil, particularly jet fuel, is bad news for the airlines. But the higher price of fuel also makes these new engines and airplanes far more valuable than before. Why? They're way more energy efficient. It's a good situation that has nothing to do with the data center. It does require more, better tech that AI can help with.
GE Aerospace (NYSE:GE) and The Boeing Company (NYSE:BA) represent two distinct pillars of the aerospace manufacturing ecosystem, operating at massive commercial scale. GE Aerospace reported second-quarter revenue of $13.3 billion, up 21% year-over-year, driven by strong commercial engine services and record internal shop visit output. Its total order backlog extends past $210 billion, supported by sustained airline demand for propulsion systems and aftermarket maintenance.
#boeing #chain #consolidated
10 days ago
WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter. The letter can be downloaded here. WestEnd Capital Management's Core Strategy achieved a 16.3% net return in the quarter, surpassing the S&P 500's 15.0%. This performance stemmed from strong earnings generators and upward earnings revisions, showcasing U.S. companies' efficiency in converting sales into profits. S&P 500 net profit margins reached a decade-high of 14.8% in Q1 and are expected to remain above 14% in Q2 despite challenges like higher interest rates and geopolitical uncertainty. Technology remains a key focus in WestEnd's portfolio, along with investments in infrastructure, demographic shifts, financial innovation, and selective consumer opportunities. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, WestEnd Capital Management highlighted WaterBridge Infrastructure LLC (NYSE:WBI). WaterBridge Infrastructure LLC (NYSE:WBI) is a pure-play water infrastructure company. On September 2, 2026, WaterBridge Infrastructure LLC (NYSE:WBI) closed at $32.26 per share. Over the past month, WaterBridge Infrastructure LLC (NYSE:WBI) declined 1.31%, while YTD its shares are up 61.37%. WaterBridge Infrastructure LLC (NYSE:WBI) has a market capitalization of $3.98 billion.
WestEnd Capital Management stated the following regarding WaterBridge Infrastructure LLC (NYSE:WBI) in its Q2 2026 investor letter:
"WaterBridge Infrastructure LLC (NYSE:WBI) owns and operates the largest independent produced-water infrastructure network in the Delaware Basin, providing services that are essential to energy production throughout one of North America's most productive oil basins.
The scale and density of this network would be extremely difficult and expensive to replicate. WaterBridge also generates most of its revenue through long-term contracts that include minimum-volume commitments and inflation-linked pricing.
#waterbridge #investor #quarter #earnings
In its second-quarter 2026 investor letter, WestEnd Capital Management highlighted WaterBridge Infrastructure LLC (NYSE:WBI). WaterBridge Infrastructure LLC (NYSE:WBI) is a pure-play water infrastructure company. On September 2, 2026, WaterBridge Infrastructure LLC (NYSE:WBI) closed at $32.26 per share. Over the past month, WaterBridge Infrastructure LLC (NYSE:WBI) declined 1.31%, while YTD its shares are up 61.37%. WaterBridge Infrastructure LLC (NYSE:WBI) has a market capitalization of $3.98 billion.
WestEnd Capital Management stated the following regarding WaterBridge Infrastructure LLC (NYSE:WBI) in its Q2 2026 investor letter:
"WaterBridge Infrastructure LLC (NYSE:WBI) owns and operates the largest independent produced-water infrastructure network in the Delaware Basin, providing services that are essential to energy production throughout one of North America's most productive oil basins.
The scale and density of this network would be extremely difficult and expensive to replicate. WaterBridge also generates most of its revenue through long-term contracts that include minimum-volume commitments and inflation-linked pricing.
#waterbridge #investor #quarter #earnings
11 days ago
This story was originally published on FSR. To receive daily news and insights, subscribe to our free daily FS Insider.
The Flying Biscuit Café has signed a franchise agreement with franchisee Keisha Carter to bring the Atlanta-born all-day breakfast and brunch brand to McDonough, Ga., and the surrounding Henry County market. The site and opening date will be announced separately.
Henry County is one of the fastest-growing counties in Georgia. Its population rose from 203,922 residents in 2010 to 240,712 in the 2020 census, and the U.S. Census Bureau estimated it at 264,922 in 2025. McDonough, the county seat and its largest city, sits along Interstate 75 about 30 miles southeast of downtown Atlanta. Carter, who lives in the market, said growth there has outpaced the area's sit-down breakfast and brunch options — the gap that drew her to it.
Carter brings nearly 10 years of experience in sales, business development, operations, client relations and team leadership, including roles at several Fortune 500 companies before moving into entrepreneurship. She holds an MBA in finance management and is a Six Sigma Black Belt, and currently leads a metro Atlanta real estate group where she oversees business operations, marketing, sales strategy, team development and client experience. She and her family have been Flying Biscuit regulars for years, and often talked about the south metro needing a location closer to home.
Carter will partner with Eric Gladmon, who will serve as the venture's main operating partner. Gladmon owns and operates an Atlanta salon that has been in business for more than 30 years, and brings that ownership and operations experience to the group.
#atlanta #experience #business #mcdonough
The Flying Biscuit Café has signed a franchise agreement with franchisee Keisha Carter to bring the Atlanta-born all-day breakfast and brunch brand to McDonough, Ga., and the surrounding Henry County market. The site and opening date will be announced separately.
Henry County is one of the fastest-growing counties in Georgia. Its population rose from 203,922 residents in 2010 to 240,712 in the 2020 census, and the U.S. Census Bureau estimated it at 264,922 in 2025. McDonough, the county seat and its largest city, sits along Interstate 75 about 30 miles southeast of downtown Atlanta. Carter, who lives in the market, said growth there has outpaced the area's sit-down breakfast and brunch options — the gap that drew her to it.
Carter brings nearly 10 years of experience in sales, business development, operations, client relations and team leadership, including roles at several Fortune 500 companies before moving into entrepreneurship. She holds an MBA in finance management and is a Six Sigma Black Belt, and currently leads a metro Atlanta real estate group where she oversees business operations, marketing, sales strategy, team development and client experience. She and her family have been Flying Biscuit regulars for years, and often talked about the south metro needing a location closer to home.
Carter will partner with Eric Gladmon, who will serve as the venture's main operating partner. Gladmon owns and operates an Atlanta salon that has been in business for more than 30 years, and brings that ownership and operations experience to the group.
#atlanta #experience #business #mcdonough
14 days ago
With shares up by roughly 1,200% over the last five years, Micron Technology (NASDAQ: MU) is a standout performer in the generative artificial intelligence (AI) megatrend. But the company's rocketship rally has come under threat. And shares are down around 23% from their all-time high of $1,213 reached on June 25th as investors grow nervous about competition and the sustainability of its high margins.
Let's dig deeper into Micron's pros and cons to decide whether the dip is a long-term buying opportunity or a sign of more trouble to come.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Usually, large corporations find their raison d'etre early in their life cycles. But Micron has been a late bloomer. The company has spent most of the last few decades providing memory hardware for consumer markets, such as personal computers and smartphones, where it has endured brutal competition and low margins. Shares barely budged in the two decades between the dot-com bubble and the COVID-19 pandemic.
However, the arrival of generative AI gave the company a new lease on life as data center operators quickly realized that high bandwidth memory had become one of the primary bottlenecks in creating more powerful large language models (LLMs).
#company #years
Let's dig deeper into Micron's pros and cons to decide whether the dip is a long-term buying opportunity or a sign of more trouble to come.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Usually, large corporations find their raison d'etre early in their life cycles. But Micron has been a late bloomer. The company has spent most of the last few decades providing memory hardware for consumer markets, such as personal computers and smartphones, where it has endured brutal competition and low margins. Shares barely budged in the two decades between the dot-com bubble and the COVID-19 pandemic.
However, the arrival of generative AI gave the company a new lease on life as data center operators quickly realized that high bandwidth memory had become one of the primary bottlenecks in creating more powerful large language models (LLMs).
#company #years
18 days ago
Venture Global, Inc. (NYSE:VG) shares are drawing heightened attention following the release of its second-quarter 2026 financial results. The company delivered substantial growth across key operational and financial metrics, prompting management to raise its full-year 2026 Consolidated Adjusted EBITDA guidance to $8.7 billion–$9.1 billion (up from $8.2 billion–$8.5 billion). Driven by accelerating production from its Plaquemines LNG facility, Venture Global exported 127 cargoes and sold 466.4 TBtu during the quarter, a 42% surge in volume year-over-year.
For Q2 2026, Venture Global, Inc. (NYSE:VG) reported total revenue of $4.6 billion, up 48% from $3.10 billion in Q2 2025. Operating income soared 111% year-over-year to $2.2 billion, while net income attributable to common stockholders surged 266% to $1.3 billion ($0.51 diluted EPS vs. $0.14 a year ago). Consolidated Adjusted EBITDA reached $2.5 billion, marking a 79% jump compared to $1.39 billion in the prior-year period. Stronger implied liquefaction fees under commissioning sales agreements and tight cost controls allowed operating margins to expand to 47.8%. Additionally, the board declared a $0.04 per share cash dividend for Q3.
On August 12, Wells Fargo raised its price target on Venture Global, Inc. (NYSE:VG) to $15 from $14 while maintaining an Equal Weight rating. The firm noted Q2 was essentially in line with expectations, highlighting the company's raised 2026 guidance above consensus on higher market spreads. Wells cited higher underlying EBITDA estimates and a significant increase in Venture Global's dividend per share as key supporting drivers.
This brings up a core question: Does the guidance hike and operational expansion signal a lasting multi-year earnings transformation, or are investors exposed to project execution and leverage risks?
Proponents point to Venture Global, Inc. (NYSE:VG)'s strong profitability, expanding scale, and long-term contracted position. Rapid volume growth, evidenced by passing its 1,000th total exported cargo, proves operational capability, while 91% contracted cargo coverage for 2026 offers high cash flow visibility. Furthermore, management's recent refinancing efforts extend maturities and lower debt-service costs, offering a stable financial foundation to fund project build-outs like CP2 and maintain shareholder returns.
#billion #global #ebitda
For Q2 2026, Venture Global, Inc. (NYSE:VG) reported total revenue of $4.6 billion, up 48% from $3.10 billion in Q2 2025. Operating income soared 111% year-over-year to $2.2 billion, while net income attributable to common stockholders surged 266% to $1.3 billion ($0.51 diluted EPS vs. $0.14 a year ago). Consolidated Adjusted EBITDA reached $2.5 billion, marking a 79% jump compared to $1.39 billion in the prior-year period. Stronger implied liquefaction fees under commissioning sales agreements and tight cost controls allowed operating margins to expand to 47.8%. Additionally, the board declared a $0.04 per share cash dividend for Q3.
On August 12, Wells Fargo raised its price target on Venture Global, Inc. (NYSE:VG) to $15 from $14 while maintaining an Equal Weight rating. The firm noted Q2 was essentially in line with expectations, highlighting the company's raised 2026 guidance above consensus on higher market spreads. Wells cited higher underlying EBITDA estimates and a significant increase in Venture Global's dividend per share as key supporting drivers.
This brings up a core question: Does the guidance hike and operational expansion signal a lasting multi-year earnings transformation, or are investors exposed to project execution and leverage risks?
Proponents point to Venture Global, Inc. (NYSE:VG)'s strong profitability, expanding scale, and long-term contracted position. Rapid volume growth, evidenced by passing its 1,000th total exported cargo, proves operational capability, while 91% contracted cargo coverage for 2026 offers high cash flow visibility. Furthermore, management's recent refinancing efforts extend maturities and lower debt-service costs, offering a stable financial foundation to fund project build-outs like CP2 and maintain shareholder returns.
#billion #global #ebitda
20 days ago
By Howard Schneider
WASHINGTON, Aug 26 (Reuters) - U.S. President Donald Trump's efforts to oust Federal Reserve officials to clear room for his own appointees have been stalled so far by the courts and political pushback in the Senate, but he may still have as many as four opportunities to try to beef up his influence over the central bank's policy committee.
Trump has so far stood behind Fed Chairman Kevin Warsh even though his handpicked appointee sidelined talk of the interest rate cuts the president has been demanding. Warsh also set aside all rate guidance in June, shortly after becoming head of the central bank.
While Warsh has talked often about the "incredible team" at the Fed — an institution designed to be insulated from politics by having only two of the seven seats on its Board of Governors expire in any one presidential term — Trump last month said he regarded the central bank's board in general as "maybe a little bit hostile," and as standing in Warsh's way.
"I know he would love to see lower interest rates. But he has got a board, and it's a political board," Trump said.
#interest
WASHINGTON, Aug 26 (Reuters) - U.S. President Donald Trump's efforts to oust Federal Reserve officials to clear room for his own appointees have been stalled so far by the courts and political pushback in the Senate, but he may still have as many as four opportunities to try to beef up his influence over the central bank's policy committee.
Trump has so far stood behind Fed Chairman Kevin Warsh even though his handpicked appointee sidelined talk of the interest rate cuts the president has been demanding. Warsh also set aside all rate guidance in June, shortly after becoming head of the central bank.
While Warsh has talked often about the "incredible team" at the Fed — an institution designed to be insulated from politics by having only two of the seven seats on its Board of Governors expire in any one presidential term — Trump last month said he regarded the central bank's board in general as "maybe a little bit hostile," and as standing in Warsh's way.
"I know he would love to see lower interest rates. But he has got a board, and it's a political board," Trump said.
#interest
20 days ago
Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its "Global Growth Strategy." The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around AI infrastructure drove markets, with semiconductor, memory, and hardware stocks accounting for much of the gain. Although the portfolio owned AI beneficiaries, broader holdings lagged despite fundamentals, as median revenue and EPS growth reached 12% and 14% and more than 60% of the holdings beat expectations. SGA believes valuation compression reflects sentiment rather than weaker business quality, leaving the portfolio near its widest discount to the market since inception. The firm continues to favor durable compounders and expects 16% revenue growth and 20% earnings growth over three years. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, SGA Global Growth Strategy added Equinix, Inc. (NASDAQ:EQIX) to its portfolio. Equinix, Inc. (NASDAQ:EQIX) is a leading digital infrastructure company that operates a global network of data centers and interconnected ecosystems, enabling seamless delivery of digital experiences and cutting-edge AI quickly and efficiently. On August 21, 2026, Equinix, Inc. (NASDAQ:EQIX) closed at $1,065.39 per share. The one-month return of Equinix, Inc. (NASDAQ:EQIX) was 1.78% and its shares gained 36.17% over the past 52 weeks. Equinix, Inc. (NASDAQ:EQIX) has a market capitalization of $105.12 billion.
SGA Global Growth Strategy stated the following regarding Equinix, Inc. (NASDAQ:EQIX) in its Q2 2026 investor letter:
"A position in Equinix, a leading global data center provider, was initiated during the quarter. The company sells ******* e, power, and connectivity services across a global footprint, binding strategic clients to its facilities through interconnection and coplacement for low-latency and high-bandwidth services. Equinix is a familiar name for SGA, having been a portfolio holding for ten years before being sold in 2024 as the growth rate had slowed and management was in the midst of a leadership transition. Both dynamics have since reversed, with growth re-accelerating as AI inferencing ramps and power demand remains high, and with new leaders now announced and in place." (Click here to read the full text)
#Growth #eqix #letter
In its second-quarter 2026 investor letter, SGA Global Growth Strategy added Equinix, Inc. (NASDAQ:EQIX) to its portfolio. Equinix, Inc. (NASDAQ:EQIX) is a leading digital infrastructure company that operates a global network of data centers and interconnected ecosystems, enabling seamless delivery of digital experiences and cutting-edge AI quickly and efficiently. On August 21, 2026, Equinix, Inc. (NASDAQ:EQIX) closed at $1,065.39 per share. The one-month return of Equinix, Inc. (NASDAQ:EQIX) was 1.78% and its shares gained 36.17% over the past 52 weeks. Equinix, Inc. (NASDAQ:EQIX) has a market capitalization of $105.12 billion.
SGA Global Growth Strategy stated the following regarding Equinix, Inc. (NASDAQ:EQIX) in its Q2 2026 investor letter:
"A position in Equinix, a leading global data center provider, was initiated during the quarter. The company sells ******* e, power, and connectivity services across a global footprint, binding strategic clients to its facilities through interconnection and coplacement for low-latency and high-bandwidth services. Equinix is a familiar name for SGA, having been a portfolio holding for ten years before being sold in 2024 as the growth rate had slowed and management was in the midst of a leadership transition. Both dynamics have since reversed, with growth re-accelerating as AI inferencing ramps and power demand remains high, and with new leaders now announced and in place." (Click here to read the full text)
#Growth #eqix #letter
21 days ago
Interested in Travel + Leisure Co.? Here are five stocks we like better.
Travel + Leisure reported strong second-quarter results, with revenue up 4.4% and adjusted EPS up 14%, prompting raised full-year guidance.
The company expanded its reach through a combined $343 million acquisition of Yes& Vacations and Spinnaker Resorts, adding 23 resorts and over 100,000 owners.
Analysts hold a consensus Buy rating with roughly 24% implied upside, though the shrinking Travel and Membership segment remains a key risk.
Travel + Leisure (NYSE: TNL) just bought into some hard-to-enter markets and reported strong second-quarter results. ******* ysts rate the stock a Buy and say it has room to run.
#resorts #strong #second
Travel + Leisure reported strong second-quarter results, with revenue up 4.4% and adjusted EPS up 14%, prompting raised full-year guidance.
The company expanded its reach through a combined $343 million acquisition of Yes& Vacations and Spinnaker Resorts, adding 23 resorts and over 100,000 owners.
Analysts hold a consensus Buy rating with roughly 24% implied upside, though the shrinking Travel and Membership segment remains a key risk.
Travel + Leisure (NYSE: TNL) just bought into some hard-to-enter markets and reported strong second-quarter results. ******* ysts rate the stock a Buy and say it has room to run.
#resorts #strong #second
25 days ago
MEXICO CITY, Aug 19 (Reuters) - The Mexican government expressed its "serious concern" after learning of a preliminary ruling by the U.S. Department of Commerce that found dumping in Mexican strawberry exports throughout the winter.
The Mexican Ministry of Economy said on Tuesday night in a statement that the Commerce Department found Mexico was selling the product at a price between 3.37% and 5.28% below the normal value, depending on the company, and that it had set the average dumping margin at 4.83%.
The case originated on December 31, 2025, when Florida producers filed a petition with Commerce and the International Trade Commission requesting antidumping duties.
The move could affect nearly 5,000 Mexican strawberry growers — 97% of whom are small- or medium-scale farmers with up to 10 hectares (25 acres) of land — and 151,000 jobs linked to strawberry cultivation. In 2025, Mexico exported 263,000 metric tons of strawberries to the U.S., worth $1 billion.
Mexico said it will monitor the process alongside producers and exporters until the ITC's final ruling, expected in early 2027, and argued the criteria used by Commerce are inconsistent with the World Trade Organization's Anti-Dumping Agreement and with provisions of the United States-Mexico-Canada Agreement.
#strawberry #department
The Mexican Ministry of Economy said on Tuesday night in a statement that the Commerce Department found Mexico was selling the product at a price between 3.37% and 5.28% below the normal value, depending on the company, and that it had set the average dumping margin at 4.83%.
The case originated on December 31, 2025, when Florida producers filed a petition with Commerce and the International Trade Commission requesting antidumping duties.
The move could affect nearly 5,000 Mexican strawberry growers — 97% of whom are small- or medium-scale farmers with up to 10 hectares (25 acres) of land — and 151,000 jobs linked to strawberry cultivation. In 2025, Mexico exported 263,000 metric tons of strawberries to the U.S., worth $1 billion.
Mexico said it will monitor the process alongside producers and exporters until the ITC's final ruling, expected in early 2027, and argued the criteria used by Commerce are inconsistent with the World Trade Organization's Anti-Dumping Agreement and with provisions of the United States-Mexico-Canada Agreement.
#strawberry #department
26 days ago
MARA slides 5% and Cipher Mining drops 10% as the 10-year Treasury yield near its 52-week high at 4.7% hits miner valuation multiples directly.
RIOT surged 58% year to date while IBIT fell 27%, as investors rerate miners as data center developers rather than Bitcoin proxies.
MARA's 35,577 Bitcoin treasury and 4.8 GW land pipeline remain intact, but higher rates raise construction costs for an already unprofitable company.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Marathon Digital didn't make the cut. Grab the names FREE today.
MARA Holdings (NASDAQ:MARA) stock is falling 5% to $9.25 in Tuesday morning trading, extending a rough stretch for the largest publicly listed Bitcoin (CRYPTO:BTC) miners. MARA sits on a 35,577 Bitcoin treasury, one of the largest corporate holdings in the industry.
#treasury #largest #cipher #mining
RIOT surged 58% year to date while IBIT fell 27%, as investors rerate miners as data center developers rather than Bitcoin proxies.
MARA's 35,577 Bitcoin treasury and 4.8 GW land pipeline remain intact, but higher rates raise construction costs for an already unprofitable company.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Marathon Digital didn't make the cut. Grab the names FREE today.
MARA Holdings (NASDAQ:MARA) stock is falling 5% to $9.25 in Tuesday morning trading, extending a rough stretch for the largest publicly listed Bitcoin (CRYPTO:BTC) miners. MARA sits on a 35,577 Bitcoin treasury, one of the largest corporate holdings in the industry.
#treasury #largest #cipher #mining
27 days ago
Cotton futures are continuing to climb on Monday's midday, with contracts up 65 to 75 points in the front months. Crude oil is just a penny per barrel higher, with the US dollar index $0.159 lower.
Commitment of Traders data showed managed money adding another 10,591 contracts to their net long in cotton futures and options during the week ending on August 11. That net long stood at 78,870 contracts on Tuesday, the largest in over 2 years.
Corn and Soybean Prices Have a Major Catalyst This Week as the Pro Farmer Crop Tour Kicks Off
Coffee Prices Soar on Supply Concerns
Why Is This Monday Morning Different in the Commodity Complex?
#prices
Commitment of Traders data showed managed money adding another 10,591 contracts to their net long in cotton futures and options during the week ending on August 11. That net long stood at 78,870 contracts on Tuesday, the largest in over 2 years.
Corn and Soybean Prices Have a Major Catalyst This Week as the Pro Farmer Crop Tour Kicks Off
Coffee Prices Soar on Supply Concerns
Why Is This Monday Morning Different in the Commodity Complex?
#prices
1 month ago
Madison Square Garden Entertainment earnings blew past estimates as revenue growth sharply accelerates.
Madison Square Garden Entertainment (MSGE) crushed earnings estimates for its fiscal fourth quarter early Wednesday, with annual revenue surpassing $1 billion for the first time. MSGE stock broke out past a buy point
The Q4 MSGE earnings report did not include the Taylor Swift and Travis Kelce wedding, which took place on July 3 and falls into the company's current fiscal first quarter.
For the quarter ended June 30, Madison Square Garden Entertainment narrowed its net loss per share to 43 cents from 57 cents a year ago, FactSet shows. Revenue swelled 27%, year over year, to $196.3 million, accelerating sharply from a 2% gain the prior quarter. That took sales for the full year to $1.061 billion, a 13% increase. FactSet **** ysts were expecting a Q4 net loss of 44 cents a share and sales of $166.6 million, though other reports put the sales forecast at $184.7 million.
Operating cash flow more than tripled for the full year, leaving the company with $294.2 million in cash reserves. The company is focused on paying down debt. Surging concert volumes helped to boost cash generation. On the earnings call, MSG Entertainment CFO David Collins said the number of concerts at Madison Square Garden more than doubled in Q4.
#square
Madison Square Garden Entertainment (MSGE) crushed earnings estimates for its fiscal fourth quarter early Wednesday, with annual revenue surpassing $1 billion for the first time. MSGE stock broke out past a buy point
The Q4 MSGE earnings report did not include the Taylor Swift and Travis Kelce wedding, which took place on July 3 and falls into the company's current fiscal first quarter.
For the quarter ended June 30, Madison Square Garden Entertainment narrowed its net loss per share to 43 cents from 57 cents a year ago, FactSet shows. Revenue swelled 27%, year over year, to $196.3 million, accelerating sharply from a 2% gain the prior quarter. That took sales for the full year to $1.061 billion, a 13% increase. FactSet **** ysts were expecting a Q4 net loss of 44 cents a share and sales of $166.6 million, though other reports put the sales forecast at $184.7 million.
Operating cash flow more than tripled for the full year, leaving the company with $294.2 million in cash reserves. The company is focused on paying down debt. Surging concert volumes helped to boost cash generation. On the earnings call, MSG Entertainment CFO David Collins said the number of concerts at Madison Square Garden more than doubled in Q4.
#square
1 month ago
Parsippany, New Jersey-based Zoetis Inc. (ZTS) discovers, develops, manufactures, and commercializes medicines, vaccines, diagnostic products and services, biodevices, genetic tests, and precision animal health solutions for the animal health industry. Valued at $30.5 billion by market cap, the company also offers parasiticides, vaccines, dermatology, anti-infectives, pain and sedation, other pharmaceutical, and animal health diagnostics.
Shares of this world's leading animal health company have notably underperformed the broader market over the past year. ZTS has declined 50.4% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 22.4%. In 2026, ZTS stock is down 41.9%, compared to the SPX's 13.3% rise on a YTD basis.
Don't ***** ume Micron Will Share SanDisk's Fate. Here's Why.
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
Rocket Lab Investors Have Plenty to Cheer Ahead of Q2 Earnings Today
#market
Shares of this world's leading animal health company have notably underperformed the broader market over the past year. ZTS has declined 50.4% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 22.4%. In 2026, ZTS stock is down 41.9%, compared to the SPX's 13.3% rise on a YTD basis.
Don't ***** ume Micron Will Share SanDisk's Fate. Here's Why.
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
Rocket Lab Investors Have Plenty to Cheer Ahead of Q2 Earnings Today
#market
1 month ago
SpaceX crowned NVIDIA exclusive chip supplier for Starmind, sending NVDL up 7% while SPCQ surged 21% on ***** eX's massive capex-driven selloff.
AMD dropped 7% despite record revenue up 50% and data center sales doubling, losing the Starmind chip socket entirely to NVIDIA.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
A single catalyst is doing the sorting in the AI hardware trade today. ***** eX (NASDAQ:SPCX) released its first quarterly report since its June 2026 IPO after the close on August 4, and although the top-line numbers beat expectations, investors focused on the eye-watering pace of AI capital spending.
On the same evening, ***** eX named NVIDIA (NASDAQ:NVDA) its exclusive AI chip supplier for its new Starmind orbital compute program, with Elon Musk calling NVIDIA's Vera Rubin architecture the best available. That one storyline is powering today's two headline ETF movers in opposite directions, while AMD (NASDAQ:AMD), which lost out to NVIDIA, trades lower.
#starmind
AMD dropped 7% despite record revenue up 50% and data center sales doubling, losing the Starmind chip socket entirely to NVIDIA.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
A single catalyst is doing the sorting in the AI hardware trade today. ***** eX (NASDAQ:SPCX) released its first quarterly report since its June 2026 IPO after the close on August 4, and although the top-line numbers beat expectations, investors focused on the eye-watering pace of AI capital spending.
On the same evening, ***** eX named NVIDIA (NASDAQ:NVDA) its exclusive AI chip supplier for its new Starmind orbital compute program, with Elon Musk calling NVIDIA's Vera Rubin architecture the best available. That one storyline is powering today's two headline ETF movers in opposite directions, while AMD (NASDAQ:AMD), which lost out to NVIDIA, trades lower.
#starmind
1 month ago
Microsoft's growth story is undeniable, but its latest earnings call revealed the one question that truly matters: who is paying for the large AI buildout, and what happens if they stop?
After a year of underperforming the S&P 500, Microsoft (MSFT) stock has been climbing again, powered by an AI narrative that seems unstoppable. But on its latest earnings call, the real story was not the impressive growth, but the large spending required to generate it. The entire Q&A session circled one central question: with the company investing at a historic pace, is the return on that capital both real and defensible?
The justification for the spending spree starts with Azure's stunning growth. Azure's revenue grew 43% this quarter, a figure that prompted ***** ysts to probe the underlying drivers. Management's response was clear: the growth is real, and it is constrained by supply, not demand. The company stated that "Customer demand continues to exceed available capacity." In fact, the better-than-expected results were partly driven by engineering teams getting more out of the existing infrastructure and bringing new capacity online faster. Every efficiency gain, the CFO noted, was "quickly monetized" because the demand was already there waiting. This paints a picture of a company racing to build factories for a product that sells before it even hits the shelf.
If the demand is so strong, what is the risk? That was the core of the sharpest challenge of the call, a direct question about the danger of overbuilding and the pressure of rising component prices. The concern is that Microsoft is spending billions on a gold rush, and could be left with expensive, empty data centers if demand normalizes. Management's answer focused on flexibility. The CFO explained that the majority of capital spending is on "short-lived ***** ets" like CPUs and GPUs, not the buildings themselves. If the demand environment changes, the company can simply slow down orders for those components. The response was a direct attempt to reframe the large CapEx number from a fixed risk to a variable, manageable cost. It was a solid, logical answer, though the real test of that flexibility has yet to come.
In the end, management projects confidence, guiding for another year of double-digit revenue and operating income growth. The adoption of services like Microsoft 365 Copilot, which now has over 30 million paid seats, supports that optimism. We recently looked at what investors are paying for at these levels in a separate piece. But the company also gave a crucial tell in its own guidance: for the full fiscal year, operating margins are expected to be "down less than 1 point." That single data point acknowledges the pressure from this investment cycle. The thing to watch next quarter is that margin figure. If it holds steady, it means the company is successfully navigating the costs of its AI ambition. If it slips, the question of who pays for all this will get much louder.
#microsof
After a year of underperforming the S&P 500, Microsoft (MSFT) stock has been climbing again, powered by an AI narrative that seems unstoppable. But on its latest earnings call, the real story was not the impressive growth, but the large spending required to generate it. The entire Q&A session circled one central question: with the company investing at a historic pace, is the return on that capital both real and defensible?
The justification for the spending spree starts with Azure's stunning growth. Azure's revenue grew 43% this quarter, a figure that prompted ***** ysts to probe the underlying drivers. Management's response was clear: the growth is real, and it is constrained by supply, not demand. The company stated that "Customer demand continues to exceed available capacity." In fact, the better-than-expected results were partly driven by engineering teams getting more out of the existing infrastructure and bringing new capacity online faster. Every efficiency gain, the CFO noted, was "quickly monetized" because the demand was already there waiting. This paints a picture of a company racing to build factories for a product that sells before it even hits the shelf.
If the demand is so strong, what is the risk? That was the core of the sharpest challenge of the call, a direct question about the danger of overbuilding and the pressure of rising component prices. The concern is that Microsoft is spending billions on a gold rush, and could be left with expensive, empty data centers if demand normalizes. Management's answer focused on flexibility. The CFO explained that the majority of capital spending is on "short-lived ***** ets" like CPUs and GPUs, not the buildings themselves. If the demand environment changes, the company can simply slow down orders for those components. The response was a direct attempt to reframe the large CapEx number from a fixed risk to a variable, manageable cost. It was a solid, logical answer, though the real test of that flexibility has yet to come.
In the end, management projects confidence, guiding for another year of double-digit revenue and operating income growth. The adoption of services like Microsoft 365 Copilot, which now has over 30 million paid seats, supports that optimism. We recently looked at what investors are paying for at these levels in a separate piece. But the company also gave a crucial tell in its own guidance: for the full fiscal year, operating margins are expected to be "down less than 1 point." That single data point acknowledges the pressure from this investment cycle. The thing to watch next quarter is that margin figure. If it holds steady, it means the company is successfully navigating the costs of its AI ambition. If it slips, the question of who pays for all this will get much louder.
#microsof
2 months ago
This article was originally published on ETFTrends.com.
Each year, as headlines tout inflation or red hot returns, investors revisit their favorite value stocks. Value is rarely as flashy as growth, and in a moment defined by AI, value has trailed lots of tech and growth strategies. In response, many investors want to wait for the right moment for value. That may be a mistake, when an active value ETF like the T. Rowe Price Value ETF (TVAL) is already delivering in the value stocks ******* e.
The S&P 500 is overvalued almost 200% based on recent data from June 2026.
Even while investors want to wait for an AI bubble burst, an active value ETF can deliver right now.
TVAL has outperformed its benchmark, the Russell 1000 Value index.
#Growth
Each year, as headlines tout inflation or red hot returns, investors revisit their favorite value stocks. Value is rarely as flashy as growth, and in a moment defined by AI, value has trailed lots of tech and growth strategies. In response, many investors want to wait for the right moment for value. That may be a mistake, when an active value ETF like the T. Rowe Price Value ETF (TVAL) is already delivering in the value stocks ******* e.
The S&P 500 is overvalued almost 200% based on recent data from June 2026.
Even while investors want to wait for an AI bubble burst, an active value ETF can deliver right now.
TVAL has outperformed its benchmark, the Russell 1000 Value index.
#Growth
2 months ago
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Two of the most powerful figures on Wall Street are looking past today's geopolitical turmoil — and betting that one enormous force will keep pushing America forward.
Larry Fink, the CEO of BlackRock (NYSE: BLK), said he is "very bullish" on financial markets over the next year, arguing that the technological revolution sweeping through corporate America could boost profit margins across a growing number of industries.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold
#Gold #wall #street #larry
Two of the most powerful figures on Wall Street are looking past today's geopolitical turmoil — and betting that one enormous force will keep pushing America forward.
Larry Fink, the CEO of BlackRock (NYSE: BLK), said he is "very bullish" on financial markets over the next year, arguing that the technological revolution sweeping through corporate America could boost profit margins across a growing number of industries.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold
#Gold #wall #street #larry
2 months ago
The S&P 500 Index ($SPX) (SPY) today is up +0.15%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.35%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down -0.64%. September E-mini S&P futures (ESU26) are up +0.16%, and September E-mini Nasdaq futures (NQU26) are down -0.60%.
Stock indexes are mixed today, with the S&P 500 posting a 1-month high. The broader market garnered support from today's US economic news, which showed that June producer prices rose less than expected and the July Empire manufacturing survey rose more than expected.
Elon Musk Dubs Him 'Scam Altman' Not Sam — Then Altman Clapped Back: 'Homeboy You're The One Selling ******* e Datacenters'
Oracle Stock Crashes to a 52-Week Low. Here's Why It Might Be Time to Buy.
Short Seller Hunterbrook Attacked Bloom Energy's Supply-Chain Claims. BE Stock Is Bruised, But Not Broken.
Stock indexes are mixed today, with the S&P 500 posting a 1-month high. The broader market garnered support from today's US economic news, which showed that June producer prices rose less than expected and the July Empire manufacturing survey rose more than expected.
Elon Musk Dubs Him 'Scam Altman' Not Sam — Then Altman Clapped Back: 'Homeboy You're The One Selling ******* e Datacenters'
Oracle Stock Crashes to a 52-Week Low. Here's Why It Might Be Time to Buy.
Short Seller Hunterbrook Attacked Bloom Energy's Supply-Chain Claims. BE Stock Is Bruised, But Not Broken.
2 months ago
Paramount Gold Nevada Corp. (NYSEAMERICAN:PZG) is one of the 7 Best Silver Mining Penny Stocks to Buy.
On June 22, 2026, Alliance Global raised the firm's price target on Paramount Gold Nevada Corp. (NYSEAMERICAN:PZG) to $4 from $3.25 and kept a Buy rating on the shares after the company announced an initial ****** sment for its Sleeper Gold Project in Nevada. Alliance Global said the ****** sment outlines an "economically robust" project and continues to view Sleeper as overlooked for Paramount Gold.
On June 17, Paramount Gold Nevada announced results of an Initial ****** sment prepared in accordance with S-K 1300 for its 100%-owned Sleeper Gold Project, a past-producing gold mine in Humboldt County, Nevada. The ****** sment evaluates a potential restart of the historic Sleeper Mine through the processing of existing waste rock dumps and mining of in situ oxide and mixed Mineral Resources, using conventional open-pit mining and a 30,000 tonne per day crush-agglomerate-heap-leach processing facility with Merrill-Crowe recovery.
The project economics are based on ****** umed metal prices of $3,600 per ounce of gold and $48 per ounce of silver, including an after-tax net present value, or NPV, at an 8% discount rate of $402M, an after-tax internal rate of return, or IRR, of 44%, and a payback period of approximately 1.4 years. ****** uming metal prices of $4,700 per ounce gold and $80 per ounce silver, the project's after-tax NPV increases to $867M, with an IRR of 66% and a payback period of 1.2 years. Over a 17-year mine life, the ****** sment projects average annual gold production of approximately 65,000 ounces and total payable gold production of approximately 1.1 million ounces.
Paramount Gold Nevada Corp. (NYSEAMERICAN:PZG) engages in the acquisition, exploration, and development of precious metal properties in the United States.
On June 22, 2026, Alliance Global raised the firm's price target on Paramount Gold Nevada Corp. (NYSEAMERICAN:PZG) to $4 from $3.25 and kept a Buy rating on the shares after the company announced an initial ****** sment for its Sleeper Gold Project in Nevada. Alliance Global said the ****** sment outlines an "economically robust" project and continues to view Sleeper as overlooked for Paramount Gold.
On June 17, Paramount Gold Nevada announced results of an Initial ****** sment prepared in accordance with S-K 1300 for its 100%-owned Sleeper Gold Project, a past-producing gold mine in Humboldt County, Nevada. The ****** sment evaluates a potential restart of the historic Sleeper Mine through the processing of existing waste rock dumps and mining of in situ oxide and mixed Mineral Resources, using conventional open-pit mining and a 30,000 tonne per day crush-agglomerate-heap-leach processing facility with Merrill-Crowe recovery.
The project economics are based on ****** umed metal prices of $3,600 per ounce of gold and $48 per ounce of silver, including an after-tax net present value, or NPV, at an 8% discount rate of $402M, an after-tax internal rate of return, or IRR, of 44%, and a payback period of approximately 1.4 years. ****** uming metal prices of $4,700 per ounce gold and $80 per ounce silver, the project's after-tax NPV increases to $867M, with an IRR of 66% and a payback period of 1.2 years. Over a 17-year mine life, the ****** sment projects average annual gold production of approximately 65,000 ounces and total payable gold production of approximately 1.1 million ounces.
Paramount Gold Nevada Corp. (NYSEAMERICAN:PZG) engages in the acquisition, exploration, and development of precious metal properties in the United States.
2 months ago
Air Canada (TSX:AC.B) has appointed Scandinavian Airlines (SAS) president and CEO Anko Van der Werff as its next president and CEO, with the aviation executive set to ****** ume the role and join the airline's board by the end of January 2027.
Van der Werff will succeed Michael Rousseau, whose retirement takes effect on August 31, after 19 years with Air Canada (TSX:AC.B). Rousseau will remain available during the transition period, after which the airline's Executive Committee will report to the Board until Van der Werff takes office.
Air Canada (TSX:AC.B) said the selection process ****** sed several performance criteria, including the ability to communicate in French.
Rousseau announced his retirement earlier this year following controversy over his response to a fatal incident involving Air Canada (TSX:AC.B) pilots at New York's LaGuardia Airport, after criticism that he did not initially offer condolences in French.
Air Canada board chair Vagn Sørensen said the airline was pleased to appoint an executive with more than 25 years of international aviation experience.
Van der Werff will succeed Michael Rousseau, whose retirement takes effect on August 31, after 19 years with Air Canada (TSX:AC.B). Rousseau will remain available during the transition period, after which the airline's Executive Committee will report to the Board until Van der Werff takes office.
Air Canada (TSX:AC.B) said the selection process ****** sed several performance criteria, including the ability to communicate in French.
Rousseau announced his retirement earlier this year following controversy over his response to a fatal incident involving Air Canada (TSX:AC.B) pilots at New York's LaGuardia Airport, after criticism that he did not initially offer condolences in French.
Air Canada board chair Vagn Sørensen said the airline was pleased to appoint an executive with more than 25 years of international aviation experience.
2 months ago
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2 months ago
Last Updated: July. 7, 2026 at 9:14pm ET
2026년 7월 7일 오전 9:00 New York 시간
By
Jack Pitcher
,
2026년 7월 7일 오전 9:00 New York 시간
By
Jack Pitcher
,
2 months ago
By Tife Owolabi
LAGOS, July 7 (Reuters) - Nigerian President Bola Tinubu has directed the country's competition regulator to investigate major technology companies over alleged anti-competitive practices and unauthorised use of news content, the Federal Competition and Consumer Protection Commission said late on Monday.
The FCCPC said the inquiry would examine complaints by Nigerian media groups against companies including Meta, Alphabet, X and generative artificial intelligence platforms operating in Nigeria.
The complaint was submitted by the Nigerian Press Organisation, which represents newspaper owners, journalists' unions, broadcasters and online publishers.
Alphabet, Meta and X did not immediately respond to requests for comment.
LAGOS, July 7 (Reuters) - Nigerian President Bola Tinubu has directed the country's competition regulator to investigate major technology companies over alleged anti-competitive practices and unauthorised use of news content, the Federal Competition and Consumer Protection Commission said late on Monday.
The FCCPC said the inquiry would examine complaints by Nigerian media groups against companies including Meta, Alphabet, X and generative artificial intelligence platforms operating in Nigeria.
The complaint was submitted by the Nigerian Press Organisation, which represents newspaper owners, journalists' unions, broadcasters and online publishers.
Alphabet, Meta and X did not immediately respond to requests for comment.
