Similar Posts
Constellation Energy: a smart play on the AI energy race
Baltimore-based Constellation Energy, a $90 billion company, generates electricity on a vast scale. And AI’s voracious appetite means that electricity is now becoming a very valuable commodity, and the companies that can generate it reliably, cleanly and at scale will see a lot more attention than they’re currently getting. Investors have re-priced entire industries, assuming…
Vistry expects £30m loss after discounting unsold homes
Vistry Group, one of Britain’s largest housebuilders, has announced it expects to make a £30m loss in the first half of the year after implementing significant discounts to clear unsold housing stock. The company’s shares fell 8% following the announcement, which also revealed the departure of its finance director. The firm had £600m worth of…
Leveraged ETFs Pose Growing Risk to Markets Beyond Retail
(Bloomberg Opinion) — That leveraged single-stock exchange-traded funds will eventually maul the retail investors who love them is, by now, close to consensus. My Bloomberg Opinion colleague Shuli Ren made the case last month that investors in leveraged ETFs tied to semiconductor stocks such as South Korea’s SK Hynix Inc. are at particular risk of…
Monthly Macro Monitor: Careful What You Wish For
Monthly Macro Monitor: Careful What You Wish For
